The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAON INC COM 000360206 12,098 350,930 SH   SOLE   350,930 0 0
ALTRA INDL MOTION CORP COM 02208R106 10,801 224,545 SH   SOLE   224,545 0 0
BANK OF THE OZARKS INC COM 063904106 14,857 309,190 SH   SOLE   309,190 0 0
BROADSOFT INC COM 11133B409 9,957 197,960 SH   SOLE   197,960 0 0
CALERES INC COM 129500104 8,469 277,475 SH   SOLE   277,475 0 0
CHURCHILL DOWNS INC COM 171484108 11,457 55,562 SH   SOLE   55,562 0 0
COMMERCEHUB INC COM 20084V108 7,074 313,419 SH   SOLE   313,419 0 0
DEL TACO RESTAURANTS INC COM 245496104 11,646 759,187 SH   SOLE   759,187 0 0
DELUXE CORP COM 248019101 17,787 243,793 SH   SOLE   243,793 0 0
DOUGLAS DYNAMICS INC COM 25960R105 10,514 266,849 SH   SOLE   266,849 0 0
EMCORE CORP COM 290846203 9,149 1,115,679 SH   SOLE   1,115,679 0 0
EXPONENT INC COM 30214U102 7,049 95,384 SH   SOLE   95,384 0 0
EXTREME NETWORKS INC COM 30226D106 15,694 1,319,949 SH   SOLE   1,319,949 0 0
FIRSTSERVICE CORP NEW COM 33767E103 8,996 136,889 SH   SOLE   136,889 0 0
FORMFACTOR INC COM 346375108 6,042 358,581 SH   SOLE   358,581 0 0
GRACO INC COM 384109104 7,091 57,325 SH   SOLE   57,325 0 0
GRAHAM CORP COM 384556106 6,773 325,172 SH   SOLE   325,172 0 0
ICHOR HOLDINGS COM G4740B105 5,896 220,000 SH   SOLE   220,000 0 0
INSTALLED BLDG PRODS INC COM 45780R101 11,524 177,836 SH   SOLE   177,836 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 12,856 483,679 SH   SOLE   483,679 0 0
INTERDIGITAL INC COM 45867G101 2,330 31,588 SH   SOLE   31,588 0 0
INTERNATIONAL GAME TECHNOLOG COM G4863A108 13,258 540,033 SH   SOLE   540,033 0 0
IPG PHOTONICS CORP COM 44980X109 5,506 29,751 SH   SOLE   29,751 0 0
J JILL INC COM 46620W102 5,435 499,094 SH   SOLE   499,094 0 0
JAMES RIV GROUP LTD COM G5005R107 10,405 250,841 SH   SOLE   250,841 0 0
JAZZ PHARMACEUTICALS PLC COM G50871105 6,541 44,724 SH   SOLE   44,724 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 11,371 112,473 SH   SOLE   112,473 0 0
KBR INC COM 48242W106 11,962 669,000 SH   SOLE   669,000 0 0
KENNAMETAL INC COM 489170100 5,043 125,000 SH   SOLE   125,000 0 0
LENNOX INTL INC COM 526107107 12,492 69,800 SH   SOLE   69,800 0 0
LIGAND PHARMACEUTICALS INC COM 53220K504 11,530 84,683 SH   SOLE   84,683 0 0
LITTELFUSE INC COM 537008104 11,953 61,020 SH   SOLE   61,020 0 0
LOGMEIN INC COM 54142L109 11,381 103,416 SH   SOLE   103,416 0 0
MANTECH INTL CORP COM 564563104 9,812 222,239 SH   SOLE   222,239 0 0
MERCURY SYS INC COM 589378108 8,865 170,879 SH   SOLE   170,879 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 7,842 276,110 SH   SOLE   276,110 0 0
OLD DOMINION FGHT LINES INC COM 679580100 8,655 78,600 SH   SOLE   78,600 0 0
PATRICK INDS INC COM 703343103 734 8,731 SH   SOLE   8,731 0 0
PDF SOLUTIONS INC COM 693282105 4,310 278,221 SH   SOLE   278,221 0 0
PENN NATL GAMING INC COM 707569109 10,133 433,198 SH   SOLE   433,198 0 0
QUANTENNA COMMUNICATIONS INC COM 74766D100 5,129 305,119 SH   SOLE   305,119 0 0
RBC BEARINGS INC COM 75524B104 10,599 84,693 SH   SOLE   84,693 0 0
SUN HYDRAULICS CORP COM 866942105 11,122 205,961 SH   SOLE   205,961 0 0
TELIGENT INC NEW COM 87960W104 3,917 583,739 SH   SOLE   583,739 0 0
TOWER SEMICONDUCTOR LTD COM M87915274 11,476 373,200 SH   SOLE   373,200 0 0
USA TECHNOLOGIES INC COM 90328S500 8,027 1,284,300 SH   SOLE   1,284,300 0 0
WEST PHARMACEUTICAL SVCS INC COM 955306105 3,658 38,000 SH   SOLE   38,000 0 0