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
ACI WORLDWIDE INC COM 004498101 1,833 58,500 SH   SOLE   58,500 0 0
ACTIVISION BLIZZARD INC COM COM 00507V109 455 8,600 SH   SOLE   8,600 0 0
ADOBE SYSTEMS INC (DE) COM 00724F101 544 1,970 SH   SOLE   1,970 0 0
ADVANCED AUTO PTS INC COM 00751Y106 529 3,200 SH   SOLE   3,200 0 0
ADVANCED MICRO DEVICES INC COM COM 007903107 2,090 72,100 SH   SOLE   72,100 0 0
AGREE REALTY CORP REIT COM 008492100 17,117 234,004 SH   SOLE   234,004 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,010 22,000 SH   SOLE   22,000 0 0
ALPHABET INC CAP STK CL C COM 02079K107 1,609 1,320 SH   SOLE   1,320 0 0
AMAZON.COM INC COM COM 023135106 885 510 SH   SOLE   510 0 0
AMBARELLA INC F COM G037AX101 19,250 306,365 SH   SOLE   306,365 0 0
AMERICAN TOWER CORP CL A COM 03027X100 862 3,900 SH   SOLE   3,900 0 0
AMERICAN WOODMARK CORP COM 030506109 22,217 249,880 SH   SOLE   249,880 0 0
AMERICOLD RLTY TR COM COM 03064D108 1,490 40,200 SH   SOLE   40,200 0 0
AMN HEALTHCARE SRVCS COM 001744101 30,130 523,453 SH   SOLE   523,453 0 0
ANGIODYNAMICS INC COM 03475V101 12,483 677,664 SH   SOLE   677,664 0 0
ANIXTER INTL INC COM 035290105 17,872 258,563 SH   SOLE   258,563 0 0
APERGY CORP COM COM 03755L104 403 14,900 SH   SOLE   14,900 0 0
APPLE INC COM 037833100 2,162 9,655 SH   SOLE   9,655 0 0
ARGO GROUP INTL HLDG F COM G0464B107 20,428 290,829 SH   SOLE   290,829 0 0
ATLASSIAN CORP PLC CL A COM G06242104 953 7,600 SH   SOLE   7,600 0 0
ATMOS ENERGY CORP COM COM 049560105 2,466 21,650 SH   SOLE   21,650 0 0
BALCHEM CORP COM 057665200 21,435 216,102 SH   SOLE   216,102 0 0
BARNES GROUP INC COM 067806109 18,120 351,569 SH   SOLE   351,569 0 0
BAXTER INTL INC COM COM 071813109 525 6,000 SH   SOLE   6,000 0 0
BENCHMARK ELECTRONIC COM 08160H101 16,538 569,085 SH   SOLE   569,085 0 0
BERRY PLASTICS GROUP INC COM COM 08579W103 204 5,200 SH   SOLE   5,200 0 0
BIG LOTS INC COM 089302103 12,940 528,155 SH   SOLE   528,155 0 0
BIO TECHNE CORP COM 09073M104 1,859 9,500 SH   SOLE   9,500 0 0
BIOGEN IDEC INC COM COM 09062X103 345 1,480 SH   SOLE   1,480 0 0
BLACKROCK INC COM 09247X101 426 955 SH   SOLE   955 0 0
BOOKING HOLDINGS INC COM 09857L108 569 290 SH   SOLE   290 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107 484 11,900 SH   SOLE   11,900 0 0
BROADCOM INC COM 11135F101 607 2,200 SH   SOLE   2,200 0 0
BROADRIDGE FINL SOLUTIONS INC COM 11133T103 1,525 12,259 SH   SOLE   12,259 0 0
BURLINGTON STORES INC COM 122017106 1,579 7,904 SH   SOLE   7,904 0 0
C A C I INC CLASS A COM 127190304 26,097 112,847 SH   SOLE   112,847 0 0
C T S CORP COM 126501105 16,403 506,882 SH   SOLE   506,882 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 424 3,000 SH   SOLE   3,000 0 0
CALAMP CORP COM 128126109 10,534 914,439 SH   SOLE   914,439 0 0
CALLON PETROLEUM CO COM 13123X102 9,363 2,157,404 SH   SOLE   2,157,404 0 0
CAROLINA FINL CORP COM 143873107 17,921 504,257 SH   SOLE   504,257 0 0
CARPENTER TECHNOLOGY COM 144285103 17,729 343,188 SH   SOLE   343,188 0 0
CARRIZO OIL & GAS COM 144577103 8,901 1,036,751 SH   SOLE   1,036,751 0 0
CBRE GROUP INC CL A COM 12504L109 1,410 26,600 SH   SOLE   26,600 0 0
CDW CORP COM 12514G108 2,342 19,000 SH   SOLE   19,000 0 0
CENTENE CORP COM 15135B101 1,004 23,200 SH   SOLE   23,200 0 0
CENTERSTATE BANK CORP COM 15201P109 242 10,100 SH   SOLE   10,100 0 0
CHUBB LIMITED COM H1467J104 605 3,750 SH   SOLE   3,750 0 0
CHURCH & DWIGHT CO INC COM 171340102 2,423 32,200 SH   SOLE   32,200 0 0
CIGNA CORP NEW COMM COM 125523100 471 3,100 SH   SOLE   3,100 0 0
CINTAS CORP COM COM 172908105 2,708 10,100 SH   SOLE   10,100 0 0
CISCO SYS INC COM 17275R102 918 18,580 SH   SOLE   18,580 0 0
CITRIX SYSTEMS INC COM 177376100 439 4,550 SH   SOLE   4,550 0 0
CME GROUP INC COM COM 12572Q105 672 3,180 SH   SOLE   3,180 0 0
COLUMBIA BANKING SYS COM 197236102 13,493 365,665 SH   SOLE   365,665 0 0
COMCAST CORP CL A COM 20030N101 1,036 22,975 SH   SOLE   22,975 0 0
CONCHO RESOURCES INC COM 20605P101 251 3,700 SH   SOLE   3,700 0 0
CONSTELLATION BRANDS INC CL A COM 21036P108 570 2,750 SH   SOLE   2,750 0 0
COOPER COS INC COM 216648402 1,426 4,800 SH   SOLE   4,800 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 795 2,760 SH   SOLE   2,760 0 0
D R HORTON INC COM 23331A109 1,028 19,500 SH   SOLE   19,500 0 0
DENTSPLY SIRONA INC COM 24906P109 2,186 41,000 SH   SOLE   41,000 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109 252 2,800 SH   SOLE   2,800 0 0
DIGITAL RLTY TR INC COM COM 253868103 1,521 11,715 SH   SOLE   11,715 0 0
DOCUSIGN INC COM 256163106 935 15,100 SH   SOLE   15,100 0 0
DOLLAR GENERAL CORP COM 256677105 3,830 24,100 SH   SOLE   24,100 0 0
DORMAN PRODUCTS INC COM 258278100 26,269 330,264 SH   SOLE   330,264 0 0
DOVER CORP COM 260003108 2,280 22,900 SH   SOLE   22,900 0 0
E TRADE FINANCIAL CORP COM NEW COM 269246401 419 9,600 SH   SOLE   9,600 0 0
EASTERLY GOVT PPTYS REIT COM 27616P103 27,543 1,293,105 SH   SOLE   1,293,105 0 0
EDWARDS LIFESCIENCES CORP COM COM 28176E108 2,498 11,360 SH   SOLE   11,360 0 0
ELEMENT SOLUTIONS INC COM 28618M106 452 44,400 SH   SOLE   44,400 0 0
EOG RESOURCES INC COM 26875P101 313 4,220 SH   SOLE   4,220 0 0
EXLSERVICE HOLDINGS COM 302081104 23,753 354,734 SH   SOLE   354,734 0 0
EXPEDIA INC COM 30212P303 1,841 13,700 SH   SOLE   13,700 0 0
EXXON MOBIL CORP COM 30231G102 826 11,700 SH   SOLE   11,700 0 0
FACEBOOK INC-A COM 30303M102 944 5,300 SH   SOLE   5,300 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 1,404 5,780 SH   SOLE   5,780 0 0
FAIR ISAAC CORPORATION COM COM 303250104 1,123 3,700 SH   SOLE   3,700 0 0
FEDEX CORP COM 31428X106 346 2,375 SH   SOLE   2,375 0 0
FIRST AMERN FINL CORP COM COM 31847R102 1,434 24,300 SH   SOLE   24,300 0 0
FIRST INDUSTRIAL REALTY TRUST COM 32054K103 605 15,300 SH   SOLE   15,300 0 0
FISERV INC COM 337738108 3,595 34,700 SH   SOLE   34,700 0 0
FIVE BELOW COM 33829M101 1,665 13,200 SH   SOLE   13,200 0 0
FLEETCOR TECHNOLOGIES INC COM COM 339041105 3,011 10,500 SH   SOLE   10,500 0 0
FMC CORP COM 302491303 1,964 22,400 SH   SOLE   22,400 0 0
FORTINET INC COM 34959E109 1,082 14,100 SH   SOLE   14,100 0 0
FORWARD AIR CORP COM 349853101 26,851 421,388 SH   SOLE   421,388 0 0
FRANKLIN ELECTRIC CO COM 353514102 20,229 423,107 SH   SOLE   423,107 0 0
G III APPAREL GROUP COM 36237H101 16,221 629,456 SH   SOLE   629,456 0 0
GETTY REALTY CORP REIT COM 374297109 12,599 392,970 SH   SOLE   392,970 0 0
GRAND CANYON ED INC COM 38526M106 972 9,900 SH   SOLE   9,900 0 0
GRANITE CONSTRUCTION COM 387328107 16,204 504,340 SH   SOLE   504,340 0 0
GREAT WESTERN BANCO COM 391416104 17,968 544,479 SH   SOLE   544,479 0 0
HOME DEPOT INC COM COM 437076102 998 4,300 SH   SOLE   4,300 0 0
HUMANA INC COM COM 444859102 499 1,950 SH   SOLE   1,950 0 0
HUNTINGTON BANCSHARES INC COM COM 446150104 263 18,400 SH   SOLE   18,400 0 0
I C F INTERNTNL COM 44925C103 13,745 162,726 SH   SOLE   162,726 0 0
IAA INC COM 449253103 1,736 41,600 SH   SOLE   41,600 0 0
IAC/INTERACTIVECORP COM 44919P508 2,289 10,500 SH   SOLE   10,500 0 0
IDACORP INC COM 451107106 30,663 272,153 SH   SOLE   272,153 0 0
INCYTE CORP COM 45337C102 1,507 20,300 SH   SOLE   20,300 0 0
INPHI CORP COM 45772F107 2,332 38,200 SH   SOLE   38,200 0 0
INSULET CORP COM 45784P101 2,063 12,510 SH   SOLE   12,510 0 0
INTEGER HOLDINGS CORP COM 45826H109 2,070 27,400 SH   SOLE   27,400 0 0
INTEGRA LIFESCIENC COM 457985208 29,471 490,604 SH   SOLE   490,604 0 0
INTERCEPT PHARMACEUTICALS, INC COM 45845P108 372 5,600 SH   SOLE   5,600 0 0
ITT INC COM 45073V108 1,762 28,800 SH   SOLE   28,800 0 0
JACK HENRY & ASSOCIATES INC COM 426281101 1,445 9,900 SH   SOLE   9,900 0 0
JPMORGAN CHASE & CO COM 46625H100 992 8,425 SH   SOLE   8,425 0 0
KEYCORP NEW COM COM 493267108 264 14,800 SH   SOLE   14,800 0 0
KFORCE INC COM 493732101 19,246 508,678 SH   SOLE   508,678 0 0
L H C GROUP COM 50187A107 31,518 277,545 SH   SOLE   277,545 0 0
L3 HARRIS TECHNOLOGIES INC COM 502431109 3,025 14,500 SH   SOLE   14,500 0 0
LA-Z-BOY INC COM 505336107 14,433 429,674 SH   SOLE   429,674 0 0
LABORATORY CORP AMER HLDGS COM COM 50540R409 353 2,100 SH   SOLE   2,100 0 0
LAM RESH CORP COM COM 512807108 2,450 10,600 SH   SOLE   10,600 0 0
LAMB WESTON HLDGS INC COM 513272104 1,184 16,280 SH   SOLE   16,280 0 0
LILLY ELI & CO COM COM 532457108 615 5,500 SH   SOLE   5,500 0 0
LITTELFUSE INC COM 537008104 19,195 108,258 SH   SOLE   108,258 0 0
LTC PROPERTIES, INC. REIT COM 502175102 22,086 431,201 SH   SOLE   431,201 0 0
LULULEMON ATHLETICA INC COM COM 550021109 2,410 12,520 SH   SOLE   12,520 0 0
M T S SYSTEMS CORP COM 553777103 23,867 431,983 SH   SOLE   431,983 0 0
MANULIFE FINL CORP COM COM 56501R106 365 19,900 SH   SOLE   19,900 0 0
MARCUS & MILLICHAP COM 566324109 22,785 642,020 SH   SOLE   642,020 0 0
MARTIN MARIETTA MATERIALS COM 573284106 2,398 8,750 SH   SOLE   8,750 0 0
MASTEC INC COM 576323109 2,513 38,700 SH   SOLE   38,700 0 0
MASTERCARD INC CL A COM 57636Q104 855 3,150 SH   SOLE   3,150 0 0
MATADOR RESOURCES CO COM 576485205 14,968 905,507 SH   SOLE   905,507 0 0
MEDPACE HOLDINGS INC COM 58506Q109 16,208 192,856 SH   SOLE   192,856 0 0
MERCANTILE BANK CORP COM 587376104 12,417 378,565 SH   SOLE   378,565 0 0
METHODE ELECTRONICS COM 591520200 16,547 491,874 SH   SOLE   491,874 0 0
MICROCHIP TECHNOLOGY INC COM COM 595017104 1,203 12,950 SH   SOLE   12,950 0 0
MICROSOFT CORP COM 594918104 2,359 16,970 SH   SOLE   16,970 0 0
MOVADO GROUP INC COM 624580106 12,627 507,906 SH   SOLE   507,906 0 0
NANOMETRICS INC COM 630077105 13,114 402,024 SH   SOLE   402,024 0 0
NASDAQ STOCK MARKET INC COM 631103108 1,810 18,220 SH   SOLE   18,220 0 0
NEXSTAR MEDIA GROUP CLASS A COM 65336K103 26,898 262,904 SH   SOLE   262,904 0 0
NEXTERA ENERGY INC COM COM 65339F101 862 3,700 SH   SOLE   3,700 0 0
NIKE INC CL B COM 654106103 592 6,300 SH   SOLE   6,300 0 0
NORTHERN TR CORP COM COM 665859104 940 10,075 SH   SOLE   10,075 0 0
O'REILLY AUTOMOTIVE INC NEW CO COM 67103H107 2,686 6,740 SH   SOLE   6,740 0 0
OLD DOMINION FREIGHT LINE COM 679580100 1,547 9,100 SH   SOLE   9,100 0 0
OLD NATL BANCORP IND COM 680033107 24,525 1,425,432 SH   SOLE   1,425,432 0 0
OMNICELL INC COM 68213N109 19,610 271,340 SH   SOLE   271,340 0 0
ONEMAIN HOLDINGS INC COM 68268W103 965 26,300 SH   SOLE   26,300 0 0
OSHKOSH CORP COM COM 688239201 990 13,059 SH   SOLE   13,059 0 0
P C CONNECTION INC COM 69318J100 14,795 380,326 SH   SOLE   380,326 0 0
PALO ALTO NETWORKS INC COM 697435105 1,264 6,200 SH   SOLE   6,200 0 0
PAYCHEX INC COM COM 704326107 2,566 31,000 SH   SOLE   31,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 335 1,600 SH   SOLE   1,600 0 0
PERKINELMER INC COM 714046109 805 9,456 SH   SOLE   9,456 0 0
PHILLIPS 66 COM 718546104 348 3,400 SH   SOLE   3,400 0 0
POST HLDGS INC COM COM 737446104 1,693 16,000 SH   SOLE   16,000 0 0
PURE STORAGE INC CL A COM 74624M102 635 37,500 SH   SOLE   37,500 0 0
QUANTA SVCS INC COM COM 74762E102 1,301 34,413 SH   SOLE   34,413 0 0
RAYTHEON CO COM NEW COM 755111507 608 3,100 SH   SOLE   3,100 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,814 25,500 SH   SOLE   25,500 0 0
RINGCENTRAL INC CL A COM 76680R206 842 6,700 SH   SOLE   6,700 0 0
ROPER INDUSTRIES INC COM 776696106 2,231 6,255 SH   SOLE   6,255 0 0
ROSS STORES INC COM COM 778296103 1,472 13,400 SH   SOLE   13,400 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 428 3,950 SH   SOLE   3,950 0 0
SCHLUMBERGER LTD COM 806857108 283 8,275 SH   SOLE   8,275 0 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 1,564 17,900 SH   SOLE   17,900 0 0
SEATTLE GENETICS INC COM 812578102 1,477 17,300 SH   SOLE   17,300 0 0
SELECTIVE INS GROUP COM 816300107 27,607 367,158 SH   SOLE   367,158 0 0
SENSIENT TECHNOLOGIE COM 81725T100 20,435 297,673 SH   SOLE   297,673 0 0
SERVICENOW INC COM COM 81762P102 1,955 7,700 SH   SOLE   7,700 0 0
SILICON MOTION TECHNOL F SPONS COM 82706C108 11,498 325,271 SH   SOLE   325,271 0 0
SOUTH ST CORP COM 840441109 23,633 313,854 SH   SOLE   313,854 0 0
SOUTHWEST AIRLS CO COM COM 844741108 497 9,200 SH   SOLE   9,200 0 0
SOUTHWEST GAS CORP COM COM 844895102 437 4,800 SH   SOLE   4,800 0 0
SPLUNK INC COM 848637104 1,084 9,200 SH   SOLE   9,200 0 0
SQUARE INC CL A COM 852234103 1,525 24,620 SH   SOLE   24,620 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,129 21,900 SH   SOLE   21,900 0 0
STANDARD MOTOR PRODS COM 853666105 20,641 425,148 SH   SOLE   425,148 0 0
STIFEL FINL CO COM 860630102 27,792 484,353 SH   SOLE   484,353 0 0
SUN CMNTYS INC COM COM 866674104 2,258 15,210 SH   SOLE   15,210 0 0
SYKES ENTERPRISES COM 871237103 18,425 601,349 SH   SOLE   601,349 0 0
TELEFLEX INC COM 879369106 2,106 6,200 SH   SOLE   6,200 0 0
TETRA TECH INC COM 88162G103 36,360 419,086 SH   SOLE   419,086 0 0
THERMO FISHER CORP COM COM 883556102 725 2,490 SH   SOLE   2,490 0 0
TIMKEN CO COM COM 887389104 392 9,000 SH   SOLE   9,000 0 0
TRANSDIGM GROUP INC COM 893641100 2,411 4,630 SH   SOLE   4,630 0 0
TRANSUNION COM COM 89400J107 1,906 23,500 SH   SOLE   23,500 0 0
TWILIO INC CL A COM 90138F102 2,331 21,200 SH   SOLE   21,200 0 0
TWITTER INC COM COM 90184L102 2,694 65,400 SH   SOLE   65,400 0 0
U M B FINL CORP COM 902788108 11,606 179,717 SH   SOLE   179,717 0 0
ULTA SALON COSMETICS & COM 90384S303 1,003 4,000 SH   SOLE   4,000 0 0
UNION BANKSHARES CO COM 04911A107 27,335 733,916 SH   SOLE   733,916 0 0
UNITED BANKSHRS INC COM 909907107 27,709 731,681 SH   SOLE   731,681 0 0
UNITIL CORP COM 913259107 13,601 214,387 SH   SOLE   214,387 0 0
US BANCORP DEL COM 902973304 454 8,200 SH   SOLE   8,200 0 0
VAREX IMAGING CORP00500 COM 92214X106 11,642 407,934 SH   SOLE   407,934 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 1,033 17,110 SH   SOLE   17,110 0 0
WAL MART STORES INC COM COM 931142103 831 7,000 SH   SOLE   7,000 0 0
WASTE MANAGEMENT INC COM COM 94106L109 696 6,050 SH   SOLE   6,050 0 0
WELLS FARGO & CO NEW COM COM 949746101 545 10,800 SH   SOLE   10,800 0 0
XILINX INC COM COM 983919101 1,870 19,500 SH   SOLE   19,500 0 0
XPO LOGISTICS INC COM 983793100 1,374 19,200 SH   SOLE   19,200 0 0
YUM CHINA HLDGS INC COM 98850P109 1,813 39,900 SH   SOLE   39,900 0 0
ZEBRA TECHNOLOGIES CORP CL A COM 989207105 1,279 6,200 SH   SOLE   6,200 0 0
ZOETIS INC CL A COM 98978V103 598 4,800 SH   SOLE   4,800 0 0
ZYNGA INC CL A COM 98986T108 1,452 249,400 SH   SOLE   249,400 0 0