The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
AARONS INC | COM PAR $0.50 | 002535300 | 4,398 | 94,375 | SH | SOLE | 80,672 | 0 | 13,703 | ||
AMERICAN WOODMARK CORPORATIO | COM | 030506109 | 2,267 | 23,026 | SH | SOLE | 19,695 | 0 | 3,331 | ||
AVNET INC | COM | 053807103 | 9,603 | 229,962 | SH | SOLE | 196,647 | 0 | 33,315 | ||
BLOOMIN BRANDS INC | COM | 094235108 | 4,366 | 179,802 | SH | SOLE | 153,746 | 0 | 26,056 | ||
CASELLA WASTE SYS INC | CL A | 147448104 | 4,370 | 186,929 | SH | SOLE | 159,839 | 0 | 27,090 | ||
CHILDRENS PL INC | COM | 168905107 | 8,749 | 64,690 | SH | SOLE | 55,315 | 0 | 9,375 | ||
COMMERCIAL METALS CO | COM | 201723103 | 13,562 | 662,878 | SH | SOLE | 566,872 | 0 | 96,006 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 5,443 | 130,410 | SH | SOLE | 111,518 | 0 | 18,892 | ||
ETSY INC | COM | 29786A106 | 6,122 | 218,180 | SH | SOLE | 190,035 | 0 | 28,145 | ||
FACEBOOK INC | CL A | 30303M102 | 389 | 2,436 | SH | SOLE | 2,436 | 0 | 0 | ||
FOSSIL GROUP INC | COM | 34988V106 | 3,820 | 300,762 | SH | SOLE | 257,176 | 0 | 43,586 | ||
FUSION TELECOMM INTL INC | COM NEW | 36113B400 | 194 | 60,170 | SH | SOLE | 60,170 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 15,418 | 460,655 | SH | SOLE | 393,904 | 0 | 66,751 | ||
HALCON RES CORP | COM PAR NEW | 40537Q605 | 1,660 | 340,826 | SH | SOLE | 291,474 | 0 | 49,352 | ||
HERC HLDGS INC | COM | 42704L104 | 5,449 | 83,900 | SH | SOLE | 71,741 | 0 | 12,159 | ||
IBERIABANK CORP | COM | 450828108 | 232 | 2,972 | SH | SOLE | 2,540 | 0 | 432 | ||
INSTRUCTURE INC | COM | 45781U103 | 12,105 | 287,183 | SH | SOLE | 247,165 | 0 | 40,018 | ||
INTERNAP CORP | COM PAR | 45885A409 | 3,425 | 311,398 | SH | SOLE | 268,420 | 0 | 42,978 | ||
KENNAMETAL INC | COM | 489170100 | 4,338 | 108,014 | SH | SOLE | 92,361 | 0 | 15,653 | ||
KITE RLTY GROUP TR | COM NEW | 49803T300 | 9,780 | 642,154 | SH | SOLE | 548,898 | 0 | 93,256 | ||
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 6,330 | 99,429 | SH | SOLE | 85,021 | 0 | 14,408 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 1,782 | 319,881 | SH | SOLE | 274,902 | 0 | 44,979 | ||
LCI INDS | COM | 50189K103 | 2,719 | 26,105 | SH | SOLE | 22,296 | 0 | 3,809 | ||
LENDINGCLUB CORP | COM | 52603A109 | 1,960 | 560,126 | SH | SOLE | 478,958 | 0 | 81,168 | ||
LENNAR CORP | CL B | 526057302 | 239 | 5,010 | SH | SOLE | 5,010 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 9,152 | 296,656 | SH | SOLE | 255,369 | 0 | 41,287 | ||
M D C HLDGS INC | COM | 552676108 | 8,631 | 309,148 | SH | SOLE | 264,367 | 0 | 44,781 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 4,799 | 19,526 | SH | SOLE | 16,700 | 0 | 2,826 | ||
MATCH GROUP INC | COM | 57665R106 | 5,778 | 130,023 | SH | SOLE | 112,736 | 0 | 17,287 | ||
MOBILEIRON INC | COM NEW | 60739U204 | 4,518 | 912,680 | SH | SOLE | 790,488 | 0 | 122,192 | ||
PENNYMAC FINL SVCS INC | CL A | 70932B101 | 4,211 | 185,918 | SH | SOLE | 158,978 | 0 | 26,940 | ||
PINNACLE FINL PARTNERS INC | COM | 72346Q104 | 10,466 | 163,025 | SH | SOLE | 139,388 | 0 | 23,637 | ||
PURE STORAGE INC | CL A | 74624M102 | 2,949 | 147,827 | SH | SOLE | 126,460 | 0 | 21,367 | ||
QUANTENNA COMMUNICATIONS INC | COM | 74766D100 | 2,139 | 156,129 | SH | SOLE | 134,460 | 0 | 21,669 | ||
SEMGROUP CORP | CL A | 81663A105 | 6,712 | 313,651 | SH | SOLE | 268,293 | 0 | 45,358 | ||
TEAM INC | COM | 878155100 | 889 | 64,638 | SH | SOLE | 55,282 | 0 | 9,356 | ||
TESLA INC | COM | 88160R101 | 485 | 1,823 | SH | SOLE | 1,823 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 841 | 17,586 | SH | SOLE | 12,840 | 0 | 4,746 | ||
WESCO INTL INC | COM | 95082P105 | 5,792 | 93,352 | SH | SOLE | 79,826 | 0 | 13,526 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 17,916 | 524,487 | SH | SOLE | 450,814 | 0 | 73,673 | ||
ZIONS BANCORPORATION | COM | 989701107 | 12,976 | 246,087 | SH | SOLE | 210,450 | 0 | 35,637 |