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 |
| Alamo Group Inc. | COM | 011311107 | 12,381 | 137,015 | SH | SOLE | 77,300 | 26,325 | 33,390 | ||
| American Woodmark Corp. | COM | 030506109 | 21,024 | 229,640 | SH | SOLE | 123,510 | 45,925 | 60,205 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 44,504 | 759,460 | SH | SOLE | 418,670 | 162,150 | 178,640 | ||
| Apogee Enterprises Inc. | COM | 037598109 | 16,012 | 332,400 | SH | SOLE | 182,825 | 73,600 | 75,975 | ||
| Bank Ozk | COM | 06417N103 | 12,427 | 275,900 | SH | SOLE | 162,550 | 47,650 | 65,700 | ||
| BMC Stock Holdings Inc. | COM | 05591B109 | 20,236 | 970,550 | SH | SOLE | 532,075 | 184,750 | 253,725 | ||
| Cohu Inc. | COM | 192576106 | 19,545 | 797,450 | SH | SOLE | 425,830 | 161,325 | 210,295 | ||
| Columbia Banking System Inc. | COM | 197236102 | 35,143 | 859,235 | SH | SOLE | 466,485 | 170,125 | 222,625 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 46,927 | 1,024,600 | SH | SOLE | 559,650 | 204,775 | 260,175 | ||
| Dave & Buster's Entertainment Inc. | COM | 238337109 | 22,357 | 469,680 | SH | SOLE | 256,630 | 91,575 | 121,475 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 29,661 | 523,950 | SH | SOLE | 296,250 | 112,600 | 115,100 | ||
| Fabrinet | COM | G3323L100 | 29,475 | 799,008 | SH | SOLE | 437,705 | 151,100 | 210,203 | ||
| Federal Signal Corp. | COM | 313855108 | 31,001 | 1,331,100 | SH | SOLE | 717,640 | 267,550 | 345,910 | ||
| First Financial Bancorp | COM | 320209109 | 37,916 | 1,237,055 | SH | SOLE | 695,755 | 238,475 | 302,825 | ||
| Grand Canyon Education Inc. | COM | 38526M106 | 45,779 | 410,165 | SH | SOLE | 235,815 | 73,300 | 101,050 | ||
| Hackett Group Inc | COM | 404609109 | 11,502 | 715,750 | SH | SOLE | 386,700 | 153,450 | 175,600 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 16,664 | 843,765 | SH | SOLE | 479,365 | 158,675 | 205,725 | ||
| Helen of Troy Ltd. | COM | G4388N106 | 18,089 | 183,740 | SH | SOLE | 101,460 | 37,950 | 44,330 | ||
| IPG Photonics Corp. | COM | 44980X109 | 9,464 | 42,895 | SH | SOLE | 23,250 | 8,750 | 10,895 | ||
| Ishares Russell 2000 | ETF | 464287655 | 17,761 | 108,450 | SH | SOLE | 56,675 | 0 | 51,775 | ||
| Jack Henry & Associates Inc. | COM | 426281101 | 27,814 | 213,365 | SH | SOLE | 112,130 | 42,125 | 59,110 | ||
| Kulicke & Soffa Industries Inc. | COM | 501242101 | 11,917 | 500,300 | SH | SOLE | 273,520 | 97,225 | 129,555 | ||
| Lakeland Financial Corp. | COM | 511656100 | 15,637 | 324,493 | SH | SOLE | 156,913 | 69,599 | 97,981 | ||
| LCI Industries | COM | 50189K103 | 11,165 | 123,845 | SH | SOLE | 67,045 | 23,500 | 33,300 | ||
| LGI Homes Inc. | COM | 50187T106 | 12,454 | 215,730 | SH | SOLE | 119,190 | 42,725 | 53,815 | ||
| Maximus Inc. | COM | 577933104 | 11,760 | 189,335 | SH | SOLE | 102,510 | 38,450 | 48,375 | ||
| MKS Instruments Inc. | COM | 55306N104 | 17,417 | 182,000 | SH | SOLE | 101,300 | 36,175 | 44,525 | ||
| Neenah Inc. | COM | 640079109 | 24,322 | 286,650 | SH | SOLE | 154,390 | 59,100 | 73,160 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 40,733 | 872,785 | SH | SOLE | 480,195 | 168,600 | 223,990 | ||
| Orbotech Ltd. | COM | M75253100 | 52,634 | 851,690 | SH | SOLE | 479,315 | 170,150 | 202,225 | ||
| OSI Systems Inc. | COM | 671044105 | 25,683 | 332,125 | SH | SOLE | 181,380 | 67,150 | 83,595 | ||
| Pacwest Bancorp | COM | 695263103 | 34,954 | 707,275 | SH | SOLE | 398,400 | 144,875 | 164,000 | ||
| Providence Service Corp. | COM | 743815102 | 33,551 | 427,125 | SH | SOLE | 229,505 | 80,175 | 117,445 | ||
| Silicon Motion Technology Corp. | COM | 82706C108 | 31,776 | 600,790 | SH | SOLE | 332,450 | 120,350 | 147,990 | ||
| Standard Motor Products Inc. | COM | 853666105 | 12,478 | 258,140 | SH | SOLE | 144,500 | 63,115 | 50,525 | ||
| Steven Madden Ltd. | COM | 556269108 | 45,970 | 865,718 | SH | SOLE | 483,154 | 169,247 | 213,317 | ||
| Supernus Pharmaceuticals Inc. | COM | 868459108 | 25,511 | 426,250 | SH | SOLE | 231,575 | 83,050 | 111,625 | ||
| Tetra Tech Inc. | COM | 88162G103 | 11,065 | 189,150 | SH | SOLE | 99,250 | 36,875 | 53,025 | ||
| Tivity Health Inc. | COM | 88870R102 | 12,353 | 350,950 | SH | SOLE | 190,175 | 69,150 | 91,625 | ||
| TPI Composites Inc. | COM | 87266J104 | 37,894 | 1,295,965 | SH | SOLE | 706,150 | 247,175 | 342,640 | ||
| Vanguard Small-Cap ETF | ETF | 922908751 | 8,266 | 53,100 | SH | SOLE | 53,100 | 0 | 0 | ||
| Viad Corp. | COM | 92552R406 | 13,038 | 240,325 | SH | SOLE | 130,225 | 53,825 | 56,275 | ||
| WNS Holdings LTD. | COM | 92932M101 | 58,560 | 1,122,275 | SH | SOLE | 637,515 | 228,375 | 256,385 | ||