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 |
| Adtalem Global Education Inc. | COM | 00737L103 | 22,469 | 589,880 | SH | SOLE | 346,935 | 97,675 | 145,270 | ||
| Alamo Group Inc. | COM | 011311107 | 23,147 | 196,630 | SH | SOLE | 116,650 | 31,975 | 48,005 | ||
| American Woodmark Corp. | COM | 030506109 | 28,794 | 323,851 | SH | SOLE | 189,261 | 52,775 | 81,815 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 30,421 | 528,507 | SH | SOLE | 305,007 | 86,900 | 136,600 | ||
| Columbia Banking System Inc. | COM | 197236102 | 22,246 | 602,880 | SH | SOLE | 339,750 | 102,375 | 160,755 | ||
| Columbus McKinnon Corp. | COM | 199333105 | 19,254 | 528,528 | SH | SOLE | 314,383 | 82,500 | 131,645 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 19,774 | 447,063 | SH | SOLE | 269,673 | 67,775 | 109,615 | ||
| Dave & Buster's Entertainment Inc. | COM | 238337109 | 3,026 | 77,700 | SH | SOLE | 74,350 | 3,350 | 0 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 22,540 | 336,626 | SH | SOLE | 198,596 | 54,100 | 83,930 | ||
| Fabrinet | COM | G3323L100 | 37,378 | 714,689 | SH | SOLE | 415,056 | 117,200 | 182,433 | ||
| Federal Signal Corp. | COM | 313855108 | 45,702 | 1,395,920 | SH | SOLE | 802,000 | 232,350 | 361,570 | ||
| First Financial Bancorp | COM | 320209109 | 41,472 | 1,694,473 | SH | SOLE | 988,128 | 255,925 | 450,420 | ||
| Gibralter Industries Inc. | COM | 374689107 | 19,605 | 426,755 | SH | SOLE | 252,470 | 68,075 | 106,210 | ||
| Grand Canyon Education Inc. | COM | 38526M106 | 24,017 | 244,569 | SH | SOLE | 141,594 | 39,825 | 63,150 | ||
| Hackett Group Inc | COM | 404609109 | 10,846 | 658,950 | SH | SOLE | 378,375 | 104,025 | 176,550 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 69,208 | 2,374,193 | SH | SOLE | 1,388,858 | 374,375 | 610,960 | ||
| Helen of Troy Ltd. | COM | G4388N106 | 49,520 | 314,093 | SH | SOLE | 186,878 | 48,625 | 78,590 | ||
| Ishares Russell 2000 | ETF | 464287655 | 22,587 | 149,250 | SH | SOLE | 110,425 | 0 | 38,825 | ||
| Kulicke & Soffa Industries Inc. | COM | 501242101 | 14,345 | 610,928 | SH | SOLE | 367,568 | 93,800 | 149,560 | ||
| Lakeland Financial Corp. | COM | 511656100 | 10,061 | 228,764 | SH | SOLE | 123,952 | 35,799 | 69,013 | ||
| LGI Homes Inc. | COM | 50187T106 | 42,275 | 507,384 | SH | SOLE | 302,454 | 80,450 | 124,480 | ||
| Lumentum Holdings Inc. | COM | 55024U109 | 34,950 | 652,530 | SH | SOLE | 382,590 | 108,450 | 161,490 | ||
| Malibu Boats Inc. | COM | 56117J100 | 19,544 | 637,020 | SH | SOLE | 376,520 | 100,550 | 159,950 | ||
| Maximus Inc. | COM | 577933104 | 37,984 | 491,638 | SH | SOLE | 292,018 | 81,550 | 118,070 | ||
| MKS Instruments Inc. | COM | 55306N104 | 17,462 | 189,225 | SH | SOLE | 109,265 | 30,950 | 49,010 | ||
| Mueller Water Products Inc. | COM | 624758108 | 29,384 | 2,614,200 | SH | SOLE | 1,527,090 | 442,575 | 644,535 | ||
| Neenah Inc. | COM | 640079109 | 13,475 | 206,926 | SH | SOLE | 119,241 | 32,975 | 54,710 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 59,096 | 1,118,401 | SH | SOLE | 648,556 | 187,850 | 281,995 | ||
| NV5 Global Inc. | COM | 62945V109 | 38,131 | 558,535 | SH | SOLE | 325,615 | 89,700 | 143,220 | ||
| OSI Systems Inc. | COM | 671044105 | 40,391 | 397,703 | SH | SOLE | 232,283 | 65,300 | 100,120 | ||
| Pacwest Bancorp | COM | 695263103 | 41,686 | 1,147,105 | SH | SOLE | 667,665 | 181,925 | 297,515 | ||
| Providence Service Corp. | COM | 743815102 | 16,933 | 284,788 | SH | SOLE | 165,943 | 42,650 | 76,195 | ||
| Sanmina Corp. | COM | 801056102 | 31,139 | 969,750 | SH | SOLE | 572,515 | 155,525 | 241,710 | ||
| SciPlay Corp. | COM | 809087109 | 6,027 | 563,275 | SH | SOLE | 333,750 | 96,425 | 133,100 | ||
| SPDR Gold Trust | ETF | 78463V107 | 6,572 | 47,325 | SH | SOLE | 25,600 | 0 | 21,725 | ||
| Standard Motor Products Inc. | COM | 853666105 | 22,437 | 462,140 | SH | SOLE | 286,325 | 69,115 | 106,700 | ||
| Steven Madden Ltd. | COM | 556269108 | 51,925 | 1,450,836 | SH | SOLE | 849,864 | 228,970 | 372,002 | ||
| Supernus Pharmaceuticals Inc. | COM | 868459108 | 15,133 | 550,676 | SH | SOLE | 339,966 | 80,450 | 130,260 | ||
| Tetra Tech Inc. | COM | 88162G103 | 12,328 | 142,090 | SH | SOLE | 81,600 | 22,525 | 37,965 | ||
| Verint Systems Inc. | COM | 92343X100 | 38,659 | 903,663 | SH | SOLE | 527,388 | 147,850 | 228,425 | ||
| Viad Corp. | COM | 92552R406 | 26,732 | 398,090 | SH | SOLE | 232,885 | 67,250 | 97,955 | ||
| WNS Holdings LTD. | COM | 92932M101 | 58,165 | 990,049 | SH | SOLE | 576,304 | 158,100 | 255,645 | ||