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
IAMGOLD CORP COM 450913108 7,879 2,274,000 PRN   OTR   0 2,274,000 0
ADVANCE AUTO PARTS INC COM 00751Y106 5,215 30,580 SH   SOLE   0 30,240 340
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 9,768 193,200 SH   SOLE   0 186,700 6,500
AMERISOURCBERGEN CORP COM 03073E105 221 2,778 SH   SOLE   0 2,778 0
ACER THERAPEUTICS INC COM 00444P108 5,346 220,000 SH   SOLE   0 220,000 0
ACACIA RESH CORP ACACIA TCH COM 003881307 8,482 2,601,792 SH   SOLE   0 2,601,792 0
ADTRAN INC COM 00738A106 11,212 818,399 SH   SOLE   0 791,716 26,683
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 235 10,580 SH   SOLE   0 10,580 0
ARGAN INC COM 04010E109 13,711 274,500 SH   SOLE   0 266,000 8,500
A H BELO CORP COM CL A 001282102 3,562 957,400 SH   SOLE   0 878,000 79,400
AAR CORP COM 000361105 6,302 193,862 SH   SOLE   0 193,862 0
ALBIREO PHARMA INC COM 01345P106 4,832 150,000 SH   SOLE   0 150,000 0
AMC NETWORKS INC CL A 00164V103 6,465 113,905 SH   SOLE   0 108,955 4,950
AMERICAN HOMES 4 RENT CL A 02665T306 13,359 588,003 SH   SOLE   0 577,650 10,353
ANGIODYNAMICS INC COM 03475V101 7,424 324,752 SH   SOLE   0 324,752 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 2,445 150,000 SH   SOLE   0 150,000 0
AQUANTIA CORP COM 03842Q108 2,265 250,000 SH   SOLE   0 250,000 0
ACCURAY INC COM 004397105 16,405 3,439,212 SH   SOLE   0 3,289,942 149,270
ASSOCIATED BANC CORP COM 045487105 11,476 537,508 SH   SOLE   0 537,508 0
ATN INTL INC COM 00215F107 3,280 58,174 SH   SOLE   0 58,174 0
AMERICAN VANGUARD CORP COM 030371108 15,292 888,059 SH   SOLE   0 885,822 2,237
AVANOS MED INC COM 05350V106 4,640 108,711 SH   SOLE   0 108,711 0
AVNET INC COM 053807103 9,400 216,744 SH   SOLE   0 214,167 2,577
ABRAXAS PETE CORP COM 003830106 3,006 2,405,000 SH   SOLE   0 2,268,300 136,700
BARRETT BUSINESS SERVICES IN COM 068463108 12,759 165,000 SH   SOLE   0 165,000 0
BB&T CORP COM 054937107 6,787 145,857 SH   SOLE   0 143,968 1,889
FRANKLIN RES INC COM 354613101 7,943 239,694 SH   SOLE   0 236,789 2,905
BIOFRONTERA AG SPONSORED ADS 09075G105 1,869 150,000 SH   SOLE   0 150,000 0
BUNGE LIMITED COM G16962105 4,560 85,918 SH   SOLE   0 84,819 1,099
BANK NEW YORK MELLON CORP COM 064058100 5,399 107,062 SH   SOLE   0 105,426 1,636
BRIDGEPOINT ED INC COM 10807M105 6,721 1,100,000 SH   SOLE   0 1,100,000 0
POPULAR INC COM NEW 733174700 799 15,336 SH   SOLE   0 15,336 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,043 84,839 SH   SOLE   0 83,816 1,023
BERRY PETE CORP COM 08579X101 16,544 1,433,584 SH   SOLE   0 1,392,920 40,664
CADENCE BANCORPORATION CL A 12739A100 9,967 537,286 SH   SOLE   0 537,286 0
CALIX INC COM 13100M509 1,669 216,800 SH   SOLE   0 216,800 0
CAPITAL CITY BK GROUP INC COM 139674105 11,822 542,775 SH   SOLE   0 528,065 14,710
CROSS CTRY HEALTHCARE INC COM 227483104 2,991 425,447 SH   SOLE   0 425,447 0
CENTURY CMNTYS INC COM 156504300 10,631 443,500 SH   SOLE   0 421,500 22,000
CECO ENVIRONMENTAL CORP COM 125141101 2,520 350,000 SH   SOLE   0 350,000 0
CLEVELAND CLIFFS INC COM 185899101 172 17,180 SH   SOLE   0 17,180 0
CNA FINL CORP COM 126117100 452 10,421 SH   SOLE   0 10,421 0
CENTURY BANCORP INC MASS CL A NON VTG 156432106 5,906 80,900 SH   SOLE   0 78,300 2,600
CINEMARK HOLDINGS INC COM 17243V102 7,998 200,000 SH   SOLE   0 200,000 0
CABOT OIL & GAS CORP COM 127097103 4,727 181,129 SH   SOLE   0 181,129 0
CISCO SYS INC COM 17275R102 7,459 138,154 SH   SOLE   0 136,395 1,759
CENTERSTATE BK CORP COM 15201P109 4,545 190,904 SH   SOLE   0 190,904 0
CARLISLE COS INC COM 142339100 263 2,147 SH   SOLE   0 2,147 0
CARETRUST REIT INC COM 14174T107 9,384 400,000 SH   SOLE   0 400,000 0
CUI GLOBAL INC COM NEW 126576206 3,165 2,682,497 SH   SOLE   0 2,419,499 262,998
CVS HEALTH CORP COM 126650100 9,829 182,246 SH   SOLE   0 179,856 2,390
CPI AEROSTRUCTURES INC COM NEW 125919308 3,088 475,000 SH   SOLE   0 475,000 0
CYBEROPTICS CORP COM 232517102 3,420 200,000 SH   SOLE   0 200,000 0
DISCOVER FINL SVCS COM 254709108 352 4,940 SH   SOLE   0 4,940 0
QUEST DIAGNOSTICS INC COM 74834L100 11,725 130,398 SH   SOLE   0 128,834 1,564
DR HORTON INC COM 23331A109 5,429 131,193 SH   SOLE   0 129,786 1,407
DICKS SPORTING GOODS INC COM 253393102 12,315 334,550 SH   SOLE   0 322,550 12,000
WISDOMTREE TR INTL SMCAP DIV 97717W760 6,177 93,863 SH   SOLE   0 93,863 0
NOW INC COM 67011P100 6,358 455,416 SH   SOLE   0 455,416 0
DRIL-QUIP INC COM 262037104 13,550 295,539 SH   SOLE   0 295,539 0
DSP GROUP INC COM 23332B106 146 10,390 SH   SOLE   0 10,390 0
ENTEGRIS INC COM 29362U104 5,833 163,432 SH   SOLE   0 163,432 0
EQUITY COMWLTH COM SH BEN INT 294628102 7,362 225,204 SH   SOLE   0 222,452 2,752
AXA EQUITABLE HLDGS INC COM 054561105 3,330 165,345 SH   SOLE   0 163,162 2,183
ENERGY RECOVERY INC COM 29270J100 3,056 350,000 SH   SOLE   0 350,000 0
ENTERGY CORP NEW COM 29364G103 7,084 74,079 SH   SOLE   0 73,143 936
EVOFEM BIOSCIENCES INC COM 30048L104 2,888 825,000 SH   SOLE   0 825,000 0
EVERTEC INC COM 30040P103 8,343 300,000 SH   SOLE   0 300,000 0
EXELON CORP COM 30161N101 13,690 273,099 SH   SOLE   0 269,752 3,347
FIRSTENERGY CORP COM 337932107 8,537 205,155 SH   SOLE   0 202,585 2,570
FIRST HORIZON NATL CORP COM 320517105 340 24,299 SH   SOLE   0 24,299 0
FITBIT INC CL A 33812L102 5,920 1,000,000 SH   SOLE   0 1,000,000 0
FLOWSERVE CORP COM 34354P105 10,440 231,289 SH   SOLE   0 228,617 2,672
FEDNAT HLDG CO COM 31431B109 4,812 300,000 SH   SOLE   0 300,000 0
FORESTAR GROUP INC COM 346232101 1,582 91,490 SH   SOLE   0 90,145 1,345
FIESTA RESTAURANT GROUP INC COM 31660B101 3,933 300,000 SH   SOLE   0 300,000 0
FIRST SOLAR INC COM 336433107 5,741 108,650 SH   SOLE   0 105,650 3,000
TECHNIPFMC PLC COM G87110105 406 17,282 SH   SOLE   0 17,282 0
GANNET CO INC COM 36473H104 3,895 369,574 SH   SOLE   0 363,797 5,777
ACUSHNET HOLDINGS CORP COM 005098108 10,554 456,081 SH   SOLE   0 456,081 0
GORMAN RUPP CO COM 383082104 3,843 113,229 SH   SOLE   0 111,738 1,491
TRIPLE-S MGMT CORP CL B 896749108 12,238 536,295 SH   SOLE   0 534,305 1,990
HAIN CELESTIAL GROUP INC COM 405217100 11,860 512,996 SH   SOLE   0 512,996 0
HALLMARK FINL SVCS INC EC COM NEW 40624Q203 1,018 97,869 SH   SOLE   0 97,869 0
HARVARD BIOSCIENCE INC COM 416906105 4,310 1,000,000 SH   SOLE   0 1,000,000 0
HERITAGE FINL CORP WASH COM 42722X106 12,056 400,000 SH   SOLE   0 400,000 0
HARTFORD FINL SVCS GROUP INC COM 416515104 359 7,219 SH   SOLE   0 7,219 0
HARLEY DAVIDSON INC COM 412822108 3,077 86,279 SH   SOLE   0 85,228 1,051
HIGHPOINT RES CORP COM 43114K108 2,120 959,368 SH   SOLE   0 959,368 0
HARSCO CORP COM 415864107 9,731 482,696 SH   SOLE   0 482,696 0
HUDSON GLOBAL INC COM 443787106 6,069 3,992,720 SH   SOLE   0 3,806,619 186,101
HANCOCK WHITNEY CORPORATION COM 410120109 11,960 296,038 SH   SOLE   0 296,038 0
HYDROGENICS CORP NEW COM NEW 448883207 6,583 830,199 SH   SOLE   0 830,199 0
IMMUCELL CORP COM PAR 452525306 1,267 199,600 SH   SOLE   0 199,600 0
FIRST INTERNET BANCORP COM 320557101 7,274 376,287 SH   SOLE   0 359,487 16,800
INTL PAPER CO COM 460146103 277 5,985 SH   SOLE   0 5,985 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 10,007 70,000 SH   SOLE   0 70,000 0
JERNIGAN CAP INC COM 476405105 2,104 100,000 SH   SOLE   0 100,000 0
KIRBY CORP COM 497266106 8,579 114,219 SH   SOLE   0 112,671 1,548
KNOWLES CORP COM 49926D109 8,094 459,102 SH   SOLE   0 459,102 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 8,830 564,921 SH   SOLE   0 564,921 0
KENNEDY-WILSON HOLDINGS INC COM 489398107 22,757 1,063,900 SH   SOLE   0 1,041,700 22,200
LAKELAND INDS INC COM 511795106 2,348 200,000 SH   SOLE   0 200,000 0
LAMAR ADVERTISING CO NEW CL A 512816109 9,897 124,865 SH   SOLE   0 124,865 0
LEGGETT & PLATT INC COM 524660107 349 8,274 SH   SOLE   0 8,274 0
LINCOLN EDL SVCS CORP COM 533535100 10,518 3,392,810 SH   SOLE   0 3,068,010 324,800
LANDEC CORP COM 514766104 10,262 835,700 SH   SOLE   0 805,550 30,150
LINDSAY CORP COM 535555106 8,319 85,952 SH   SOLE   0 85,952 0
MANPOWERGROUP INC COM 56418H100 5,929 71,700 SH   SOLE   0 70,869 831
MARCHEX INC CL B 56624R108 4,257 900,000 SH   SOLE   0 900,000 0
M D C HLDGS INC COM 552676108 20,749 713,990 SH   SOLE   0 699,086 14,904
MDU RES GROUP INC COM 552690109 11,596 448,918 SH   SOLE   0 436,918 12,000
METHODE ELECTRS INC COM 591520200 11,332 393,760 SH   SOLE   0 393,760 0
MOHAWK INDS INC COM 608190104 4,701 37,269 SH   SOLE   0 36,745 524
MOTORCAR PTS AMER INC COM 620071100 3,774 200,000 SH   SOLE   0 200,000 0
MARTEN TRANS LTD COM 573075108 1,783 100,000 SH   SOLE   0 100,000 0
MGIC INVT CORP WIS COM 552848103 21,111 1,600,550 SH   SOLE   0 1,565,450 35,100
NATIONAL OILWELL VARCO INC COM 637071101 695 26,099 SH   SOLE   0 26,099 0
NEWPARK RES INC COM PAR $.01NEW 651718504 17,471 1,907,274 SH   SOLE   0 1,900,978 6,296
NUTRIEN LTD COM 67077M108 3,978 75,407 SH   SOLE   0 73,980 1,427
NORTHWEST PIPE CO COM 667746101 11,168 465,350 SH   SOLE   0 449,650 15,700
OIL DRI CORP AMER COM 677864100 2,336 75,000 SH   SOLE   0 75,000 0
OMNICOM GROUP INC COM 681919106 363 4,977 SH   SOLE   0 4,977 0
ON SEMICONDUCTOR CORP COM 682189105 340 16,510 SH   SOLE   0 16,510 0
OLD NATL BANCORP IND COM 680033107 7,528 458,995 SH   SOLE   0 458,995 0
ORACLE CORP COM 68389X105 11,031 205,372 SH   SOLE   0 202,736 2,636
OXFORD INDS INC COM 691497309 4,860 64,570 SH   SOLE   0 64,570 0
PACWEST BANCORP DEL COM 695263103 12,588 334,690 SH   SOLE   0 322,490 12,200
PACCAR INC COM 693718108 452 6,630 SH   SOLE   0 6,630 0
POTLATCHDELTIC CORPORATION COM 737630103 10,591 280,262 SH   SOLE   0 280,262 0
PERMA-FIX ENVIRONMENTAL SVCS COM NEW 714157203 4,786 1,363,467 SH   SOLE   0 1,240,212 123,255
PFIZER INC COM 717081103 12,678 298,515 SH   SOLE   0 294,834 3,681
PARK ELECTROCHEMICAL CORP COM 700416209 10,850 691,112 SH   SOLE   0 691,112 0
PNC FINL SVCS GROUP INC COM 693475105 6,769 55,181 SH   SOLE   0 54,471 710
PORTLAND GEN ELEC CO COM NEW 736508847 10,346 199,578 SH   SOLE   0 199,578 0
POWELL INDS INC COM 739128106 14,463 544,761 SH   SOLE   0 544,761 0
PIONEER PWR SOLUTIONS INC COM NEW 723836300 1,580 325,100 SH   SOLE   0 325,100 0
PERRIGO CO PLC SHS G97822103 261 5,414 SH   SOLE   0 5,414 0
PEARSON PLC SPONSORED ADR 705015105 6,870 625,646 SH   SOLE   0 617,546 8,100
PROPETRO HLDG CORP COM 74347M108 8,611 382,054 SH   SOLE   0 382,054 0
PRETIUM RES INC COM 74139C102 15,094 1,763,300 SH   SOLE   0 1,710,400 52,900
PIXELWORKS INC COM NEW 72581M305 5,265 1,343,200 SH   SOLE   0 1,309,900 33,300
QURATE RETAIL INC COM SER A 74915M100 170 10,607 SH   SOLE   0 10,607 0
RCM TECHNOLOGIES INC COM NEW 749360400 2,364 600,000 SH   SOLE   0 600,000 0
RADIAN GROUP INC COM 750236101 18,743 903,725 SH   SOLE   0 885,025 18,700
REINSURANCE GRP OF AMERICA I COM NEW 759351604 556 3,918 SH   SOLE   0 3,918 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 6,646 80,812 SH   SOLE   0 80,812 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 287 3,177 SH   SOLE   0 3,177 0
SANDERSON FARMS INC COM 800013104 7,809 59,232 SH   SOLE   0 58,819 413
SEACOAST BKG CORP FLA COM NEW 811707801 4,977 188,878 SH   SOLE   0 188,878 0
SCHNITZER STL INDS CL A 806882106 16,114 671,427 SH   SOLE   0 669,067 2,360
SKECHERS U S A INC CL A 830566105 5,882 175,000 SH   SOLE   0 175,000 0
SCHLUMBERGER LTD. COM 806857108 8,840 202,885 SH   SOLE   0 200,260 2,625
SEMTECH CORP COM 816850101 6,886 135,262 SH   SOLE   0 135,262 0
SANOFI SPONSORED ADR 80105N105 6,903 155,884 SH   SOLE   0 153,842 2,042
SPARTAN MTRS INC COM 846819100 6,090 689,750 SH   SOLE   0 656,550 33,200
SPARK ENERGY INC CL A COM 846511103 3,160 354,650 SH   SOLE   0 300,550 54,100
SRC ENERGY INC COM 78470V108 11,617 2,268,900 SH   SOLE   0 2,177,100 91,800
STERICYCLE INC COM 858912108 303 5,572 SH   SOLE   0 5,572 0
STONERIDGE INC COM 86183P102 5,772 200,000 SH   SOLE   0 200,000 0
SENSUS HEALTHCARE INC COM 81728J109 1,053 150,000 SH   SOLE   0 150,000 0
SUNTRUST BKS INC COM 867914103 374 6,314 SH   SOLE   0 6,314 0
STATE STR CORP COM 857477103 366 5,568 SH   SOLE   0 5,568 0
SUNCOR ENERGY INC NEW COM 867224107 7,054 217,502 SH   SOLE   0 214,744 2,758
SENSIENT TECHNOLOGIES CORP COM 81725T100 7,189 106,044 SH   SOLE   0 106,044 0
STOCK YDS BANCORP INC COM 861025104 4,792 141,719 SH   SOLE   0 141,019 700
BANCORP INC DEL COM 05969A105 8,953 1,108,100 SH   SOLE   0 1,070,200 37,900
TRUEBLUE INC COM 89785X101 4,980 210,668 SH   SOLE   0 210,668 0
TRICO BANCSHARES COM 896095106 14,825 377,320 SH   SOLE   0 377,320 0
TERADATA CORP DEL COM 88076W103 426 9,762 SH   SOLE   0 9,762 0
HANOVER INS GROUP INC COM 410867105 14,133 123,786 SH   SOLE   0 123,786 0
THOR INDS INC COM 885160101 12,602 202,048 SH   SOLE   0 200,997 1,051
TRINITY BIOTECH PLC SPON ADR NEW 896438306 2,521 884,700 SH   SOLE   0 884,700 0
TRANSCAT INC COM 893529107 6,894 300,000 SH   SOLE   0 300,000 0
TRIMAS CORP COM NEW 896215209 2,159 71,427 SH   SOLE   0 71,427 0
TRISTATE CAP HLDGS INC COM 89678F100 9,208 450,725 SH   SOLE   0 432,550 18,175
URSTADT BIDDLE PPTYS INC CL A 917286205 3,096 150,000 SH   SOLE   0 150,000 0
UNITED BANKSHARES INC WEST V COM 909907107 15,839 437,055 SH   SOLE   0 424,155 12,900
AMERCO COM 023586100 5,914 15,918 SH   SOLE   0 15,726 192
UMPQUA HLDGS CORP COM 904214103 9,776 592,501 SH   SOLE   0 592,501 0
VONAGE HLDGS CORP COM 92886T201 5,020 500,000 SH   SOLE   0 500,000 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 4,974 150,000 SH   SOLE   0 150,000 0
VISTRA ENERGY CORP COM 92840M102 21,779 836,700 SH   SOLE   0 824,000 12,700
WADDELL & REED FINL INC CL A 930059100 11,698 676,550 SH   SOLE   0 649,550 27,000
WELLS FARGO CO NEW COM 949746101 15,239 315,383 SH   SOLE   0 311,297 4,086
ENCORE WIRE CORP COM 292562105 12,353 215,894 SH   SOLE   0 215,894 0
WALMART INC COM 931142103 10,022 102,757 SH   SOLE   0 101,400 1,357
SELECT ENERGY SVCS INC CL A COM 81617J301 4,808 400,000 SH   SOLE   0 400,000 0
WESTERN UN CO COM 959802109 251 13,571 SH   SOLE   0 13,571 0
WOLVERINE WORLD WIDE INC COM 978097103 7,715 215,938 SH   SOLE   0 215,938 0
UNITED STATES STL CORP NEW COM 912909108 1,949 100,000 SH   SOLE   0 100,000 0
EXXON MOBIL CORP COM 30231G102 13,066 161,707 SH   SOLE   0 159,584 2,123
DENTSPLY SIRONA INC COM 24906P109 8,053 162,387 SH   SOLE   0 160,261 2,126
ZAGG INC COM 98884U108 1,361 150,000 SH   SOLE   0 150,000 0
ZIONS BANCORPORATION N A COM 989701107 10,187 224,323 SH   SOLE   0 223,527 796