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 | 16,067 | 175,380 | SH | SOLE | 95,415 | 31,975 | 47,990 | ||
| American Woodmark Corp. | COM | 030506109 | 20,302 | 258,790 | SH | SOLE | 139,110 | 45,925 | 73,755 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 27,259 | 498,345 | SH | SOLE | 271,420 | 88,425 | 138,500 | ||
| Apogee Enterprises Inc. | COM | 037598109 | 15,353 | 371,575 | SH | SOLE | 205,725 | 73,600 | 92,250 | ||
| Bank Ozk | COM | 06417N103 | 12,896 | 339,720 | SH | SOLE | 197,825 | 58,200 | 83,695 | ||
| BMC Stock Holdings Inc. | COM | 05591B109 | 19,988 | 1,071,750 | SH | SOLE | 578,700 | 184,750 | 308,300 | ||
| Cohu Inc. | COM | 192576106 | 31,424 | 1,251,950 | SH | SOLE | 684,810 | 218,050 | 349,090 | ||
| Columbia Banking System Inc. | COM | 197236102 | 23,499 | 606,125 | SH | SOLE | 347,110 | 92,050 | 166,965 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 59,610 | 1,056,915 | SH | SOLE | 567,470 | 182,050 | 307,395 | ||
| Dave & Buster's Entertainment Inc. | COM | 238337109 | 43,308 | 654,005 | SH | SOLE | 351,760 | 123,525 | 178,720 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 35,207 | 531,825 | SH | SOLE | 296,000 | 99,025 | 136,800 | ||
| Fabrinet | COM | G3323L100 | 44,807 | 968,583 | SH | SOLE | 527,105 | 174,625 | 266,853 | ||
| Federal Signal Corp. | COM | 313855108 | 35,627 | 1,330,350 | SH | SOLE | 728,765 | 232,350 | 369,235 | ||
| First Financial Bancorp | COM | 320209109 | 42,131 | 1,418,555 | SH | SOLE | 789,155 | 251,575 | 377,825 | ||
| Grand Canyon Education Inc. | COM | 38526M106 | 51,326 | 455,015 | SH | SOLE | 259,840 | 73,300 | 121,875 | ||
| Hackett Group Inc | COM | 404609109 | 15,232 | 755,950 | SH | SOLE | 414,200 | 153,450 | 188,300 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 38,976 | 1,815,390 | SH | SOLE | 1,005,785 | 327,000 | 482,605 | ||
| Helen of Troy Ltd. | COM | G4388N106 | 31,375 | 239,690 | SH | SOLE | 132,385 | 43,050 | 64,255 | ||
| Ishares Russell 2000 | ETF | 464287655 | 24,634 | 146,150 | SH | SOLE | 82,525 | 0 | 63,625 | ||
| Jack Henry & Associates Inc. | COM | 426281101 | 31,036 | 193,880 | SH | SOLE | 105,405 | 35,100 | 53,375 | ||
| Kulicke & Soffa Industries Inc. | COM | 501242101 | 21,613 | 906,575 | SH | SOLE | 500,645 | 156,400 | 249,530 | ||
| Lakeland Financial Corp. | COM | 511656100 | 16,054 | 345,393 | SH | SOLE | 171,013 | 69,599 | 104,781 | ||
| LCI Industries | COM | 50189K103 | 11,452 | 138,315 | SH | SOLE | 74,995 | 23,500 | 39,820 | ||
| LGI Homes Inc. | COM | 50187T106 | 16,917 | 356,600 | SH | SOLE | 193,215 | 65,675 | 97,710 | ||
| Maximus Inc. | COM | 577933104 | 13,842 | 212,755 | SH | SOLE | 115,630 | 38,450 | 58,675 | ||
| MKS Instruments Inc. | COM | 55306N104 | 13,368 | 166,785 | SH | SOLE | 92,910 | 25,550 | 48,325 | ||
| Neenah Inc. | COM | 640079109 | 24,684 | 286,025 | SH | SOLE | 154,365 | 50,350 | 81,310 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 50,191 | 1,034,860 | SH | SOLE | 566,405 | 185,900 | 282,555 | ||
| Orbotech Ltd. | COM | M75253100 | 37,481 | 630,570 | SH | SOLE | 360,580 | 124,825 | 145,165 | ||
| OSI Systems Inc. | COM | 671044105 | 21,581 | 282,810 | SH | SOLE | 152,970 | 48,300 | 81,540 | ||
| Pacwest Bancorp | COM | 695263103 | 40,164 | 842,900 | SH | SOLE | 476,775 | 157,125 | 209,000 | ||
| Providence Service Corp. | COM | 743815102 | 29,660 | 440,850 | SH | SOLE | 238,630 | 71,350 | 130,870 | ||
| Silicon Motion Technology Corp. | COM | 82706C108 | 36,319 | 676,340 | SH | SOLE | 373,440 | 120,350 | 182,550 | ||
| Standard Motor Products Inc. | COM | 853666105 | 14,658 | 297,815 | SH | SOLE | 164,350 | 63,115 | 70,350 | ||
| Steven Madden Ltd. | COM | 556269108 | 49,838 | 942,108 | SH | SOLE | 518,644 | 169,247 | 254,217 | ||
| Supernus Pharmaceuticals Inc. | COM | 868459108 | 23,728 | 471,260 | SH | SOLE | 253,165 | 83,050 | 135,045 | ||
| Tetra Tech Inc. | COM | 88162G103 | 13,640 | 199,710 | SH | SOLE | 104,715 | 36,875 | 58,120 | ||
| Tivity Health Inc. | COM | 88870R102 | 6,196 | 192,725 | SH | SOLE | 105,940 | 33,925 | 52,860 | ||
| TPI Composites Inc. | COM | 87266J104 | 45,574 | 1,596,280 | SH | SOLE | 875,665 | 282,525 | 438,090 | ||
| Vanguard Small-Cap ETF | ETF | 922908751 | 13,982 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
| Verint Systems Inc. | COM | 92343X100 | 23,543 | 469,925 | SH | SOLE | 253,025 | 99,875 | 117,025 | ||
| Viad Corp. | COM | 92552R406 | 16,202 | 273,450 | SH | SOLE | 148,350 | 53,825 | 71,275 | ||
| WNS Holdings LTD. | COM | 92932M101 | 47,278 | 931,595 | SH | SOLE | 508,565 | 161,300 | 261,730 | ||