The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| American Woodmark Corp. | COM | 030506109 | 19,621 | 195,640 | SH | SOLE | 106,910 | 40,850 | 47,880 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 43,970 | 774,810 | SH | SOLE | 423,445 | 162,150 | 189,215 | ||
| Apogee Enterprises Inc. | COM | 037598109 | 14,043 | 323,950 | SH | SOLE | 175,900 | 73,600 | 74,450 | ||
| Bank Of The Ozarks | COM | 063904106 | 18,544 | 384,180 | SH | SOLE | 224,750 | 68,875 | 90,555 | ||
| BMC Stock Holdings Inc. | COM | 05591B109 | 20,585 | 1,052,950 | SH | SOLE | 565,275 | 201,900 | 285,775 | ||
| Cambrex Corp | COM | 132011107 | 20,534 | 392,610 | SH | SOLE | 214,090 | 83,300 | 95,220 | ||
| Canadian Solar Inc. | COM | 136635109 | 7,129 | 438,175 | SH | SOLE | 274,915 | 98,750 | 64,510 | ||
| Columbia Banking System Inc. | COM | 197236102 | 35,575 | 848,045 | SH | SOLE | 456,460 | 170,125 | 221,460 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 40,449 | 980,575 | SH | SOLE | 538,425 | 200,475 | 241,675 | ||
| Dave & Buster's Entertainment Inc. | COM | 238337109 | 13,788 | 330,330 | SH | SOLE | 180,880 | 71,500 | 77,950 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 28,507 | 511,150 | SH | SOLE | 286,450 | 112,600 | 112,100 | ||
| Fabrinet | COM | G3323L100 | 10,058 | 320,533 | SH | SOLE | 192,165 | 75,600 | 52,768 | ||
| Federal Signal Corp. | COM | 313855108 | 23,973 | 1,088,675 | SH | SOLE | 598,740 | 230,100 | 259,835 | ||
| First Financial Bancorp | COM | 320209109 | 34,707 | 1,182,505 | SH | SOLE | 667,005 | 238,475 | 277,025 | ||
| Grand Canyon Education Inc. | COM | 38526M106 | 42,295 | 403,115 | SH | SOLE | 233,215 | 73,300 | 96,600 | ||
| Hackett Group Inc | COM | 404609109 | 11,264 | 701,350 | SH | SOLE | 372,300 | 153,450 | 175,600 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 15,372 | 788,315 | SH | SOLE | 447,115 | 153,625 | 187,575 | ||
| Helen of Troy Corp. | COM | G4388N106 | 10,151 | 116,675 | SH | SOLE | 69,595 | 25,900 | 21,180 | ||
| IPG Photonics Corp. | COM | 44980X109 | 10,222 | 43,800 | SH | SOLE | 24,000 | 8,750 | 11,050 | ||
| Ishares Russell 2000 | ETF | 464287655 | 18,937 | 124,725 | SH | SOLE | 70,625 | 0 | 54,100 | ||
| Jack Henry & Associates Inc. | COM | 426281101 | 23,787 | 196,670 | SH | SOLE | 107,430 | 40,125 | 49,115 | ||
| Lakeland Financial Corp. | COM | 511656100 | 16,058 | 347,358 | SH | SOLE | 158,508 | 69,599 | 119,251 | ||
| LCI Industries | COM | 50189K103 | 18,524 | 177,860 | SH | SOLE | 97,420 | 36,275 | 44,165 | ||
| LGI Homes Inc. | COM | 50187T106 | 23,585 | 334,205 | SH | SOLE | 183,790 | 67,775 | 82,640 | ||
| Maximus Inc. | COM | 577933104 | 20,307 | 304,265 | SH | SOLE | 169,410 | 61,750 | 73,105 | ||
| MKS Instruments Inc. | COM | 55306N104 | 20,557 | 177,750 | SH | SOLE | 97,550 | 36,175 | 44,025 | ||
| Neenah Inc. | COM | 640079109 | 27,946 | 356,450 | SH | SOLE | 197,215 | 74,025 | 85,210 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 19,326 | 483,275 | SH | SOLE | 272,785 | 80,550 | 129,940 | ||
| Orbotech Ltd. | COM | M75253100 | 50,926 | 819,015 | SH | SOLE | 465,640 | 170,150 | 183,225 | ||
| OSI Systems Inc. | COM | 671044105 | 30,175 | 462,305 | SH | SOLE | 252,855 | 97,450 | 112,000 | ||
| Pacwest Bancorp | COM | 695263103 | 31,844 | 642,925 | SH | SOLE | 365,025 | 140,875 | 137,025 | ||
| Providence Service Corp. | COM | 743815102 | 26,011 | 376,210 | SH | SOLE | 198,655 | 79,675 | 97,880 | ||
| REV Group Inc. | COM | 749527107 | 15,015 | 723,270 | SH | SOLE | 394,920 | 142,775 | 185,575 | ||
| Silicon Motion Technology Corp. | COM | 82706C108 | 23,310 | 484,420 | SH | SOLE | 284,500 | 109,000 | 90,920 | ||
| Standard Motor Products Inc. | COM | 853666105 | 12,204 | 256,540 | SH | SOLE | 142,900 | 63,115 | 50,525 | ||
| Steven Madden Ltd. | COM | 556269108 | 36,890 | 840,328 | SH | SOLE | 468,779 | 169,247 | 202,302 | ||
| Supernus Pharmaceuticals Inc. | COM | 868459108 | 23,969 | 523,350 | SH | SOLE | 287,675 | 105,950 | 129,725 | ||
| Tetra Tech Inc. | COM | 88162G103 | 16,376 | 334,550 | SH | SOLE | 169,575 | 64,375 | 100,600 | ||
| Thor Industries Inc. | COM | 885160101 | 5,348 | 46,435 | SH | SOLE | 25,450 | 9,450 | 11,535 | ||
| TPI Composites Inc. | COM | 87266J104 | 21,638 | 963,815 | SH | SOLE | 530,455 | 197,175 | 236,185 | ||
| Vanguard Small-Cap ETF | ETF | 922908751 | 8,272 | 56,300 | SH | SOLE | 56,300 | 0 | 0 | ||
| Viad Corp | COM | 92552R406 | 9,108 | 173,650 | SH | SOLE | 95,900 | 41,250 | 36,500 | ||
| WNS Holdings LTD. | COM | 92932M101 | 50,115 | 1,105,570 | SH | SOLE | 628,565 | 233,175 | 243,830 | ||