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 2,182 57,600 SH   SOLE   57,600 0 0
ACTIVISION BLIZZARD INC COM COM 00507V109 499 8,400 SH   SOLE   8,400 0 0
ADOBE SYSTEMS INC (DE) COM 00724F101 640 1,940 SH   SOLE   1,940 0 0
ADVANCED AUTO PTS INC COM 00751Y106 993 6,200 SH   SOLE   6,200 0 0
ADVANCED MICRO DEVICES INC COM COM 007903107 3,426 74,700 SH   SOLE   74,700 0 0
AGREE REALTY CORP REIT COM 008492100 15,928 226,985 SH   SOLE   226,985 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,788 20,700 SH   SOLE   20,700 0 0
ALPHABET INC CAP STK CL C COM 02079K107 1,711 1,280 SH   SOLE   1,280 0 0
AMAZON.COM INC COM COM 023135106 1,312 710 SH   SOLE   710 0 0
AMBARELLA INC F COM G037AX101 18,004 297,299 SH   SOLE   297,299 0 0
AMERICAN TOWER CORP CL A COM 03027X100 879 3,825 SH   SOLE   3,825 0 0
AMERICAN WOODMARK CORP COM 030506109 25,332 242,384 SH   SOLE   242,384 0 0
AMERICOLD RLTY TR COM COM 03064D108 1,357 38,700 SH   SOLE   38,700 0 0
AMETEK INC NEW COM COM 031100100 2,159 21,650 SH   SOLE   21,650 0 0
AMN HEALTHCARE SRVCS COM 001744101 31,606 507,237 SH   SOLE   507,237 0 0
ANGIODYNAMICS INC COM 03475V101 10,429 651,399 SH   SOLE   651,399 0 0
APERGY CORP COM COM 03755L104 405 12,000 SH   SOLE   12,000 0 0
APPLE INC COM 037833100 2,549 8,680 SH   SOLE   8,680 0 0
ARGO GROUP INTL HLDG F COM G0464B107 18,563 282,327 SH   SOLE   282,327 0 0
ATLASSIAN CORP PLC CL A COM G06242104 1,336 11,100 SH   SOLE   11,100 0 0
ATMOS ENERGY CORP COM COM 049560105 2,360 21,100 SH   SOLE   21,100 0 0
BALCHEM CORP COM 057665200 21,323 209,809 SH   SOLE   209,809 0 0
BARNES GROUP INC COM 067806109 21,159 341,495 SH   SOLE   341,495 0 0
BAXTER INTL INC COM COM 071813109 489 5,850 SH   SOLE   5,850 0 0
BENCHMARK ELECTRONIC COM 08160H101 18,973 552,177 SH   SOLE   552,177 0 0
BERRY PLASTICS GROUP INC COM COM 08579W103 1,216 25,600 SH   SOLE   25,600 0 0
BIG LOTS INC COM 089302103 14,676 511,009 SH   SOLE   511,009 0 0
BIO TECHNE CORP COM 09073M104 1,976 9,000 SH   SOLE   9,000 0 0
BIOGEN IDEC INC COM COM 09062X103 424 1,430 SH   SOLE   1,430 0 0
BLACKROCK INC COM 09247X101 480 955 SH   SOLE   955 0 0
BOOKING HOLDINGS INC COM 09857L108 555 270 SH   SOLE   270 0 0
BOOT BARN HOLDINGS INC COM 099406100 13,231 297,118 SH   SOLE   297,118 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107 529 11,700 SH   SOLE   11,700 0 0
BROADCOM INC COM 11135F101 664 2,100 SH   SOLE   2,100 0 0
BROADRIDGE FINL SOLUTIONS INC COM 11133T103 1,061 8,592 SH   SOLE   8,592 0 0
BURLINGTON STORES INC COM 122017106 2,436 10,682 SH   SOLE   10,682 0 0
C A C I INC CLASS A COM 127190304 27,410 109,644 SH   SOLE   109,644 0 0
C T S CORP COM 126501105 14,719 490,471 SH   SOLE   490,471 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 520 3,600 SH   SOLE   3,600 0 0
CALAMP CORP COM 128126109 8,115 847,036 SH   SOLE   847,036 0 0
CALLON PETROLEUM CO COM 13123X102 17,655 3,655,312 SH   SOLE   3,655,312 0 0
CAROLINA FINL CORP COM 143873107 21,143 489,091 SH   SOLE   489,091 0 0
CARPENTER TECHNOLOGY COM 144285103 16,575 332,965 SH   SOLE   332,965 0 0
CBRE GROUP INC CL A COM 12504L109 1,483 24,200 SH   SOLE   24,200 0 0
CDW CORP COM 12514G108 2,450 17,150 SH   SOLE   17,150 0 0
CENTENE CORP COM 15135B101 1,773 28,200 SH   SOLE   28,200 0 0
CENTERSTATE BANK CORP COM 15201P109 245 9,800 SH   SOLE   9,800 0 0
CHESAPEAKE UTILITIES CORP COM 165303108 12,909 134,710 SH   SOLE   134,710 0 0
CHUBB LIMITED COM H1467J104 564 3,625 SH   SOLE   3,625 0 0
CHURCH & DWIGHT CO INC COM 171340102 1,948 27,700 SH   SOLE   27,700 0 0
CIGNA CORP NEW COMM COM 125523100 613 3,000 SH   SOLE   3,000 0 0
CINTAS CORP COM COM 172908105 2,664 9,900 SH   SOLE   9,900 0 0
CISCO SYS INC COM 17275R102 800 16,680 SH   SOLE   16,680 0 0
CITRIX SYSTEMS INC COM 177376100 494 4,450 SH   SOLE   4,450 0 0
CME GROUP INC COM COM 12572Q105 618 3,080 SH   SOLE   3,080 0 0
COLUMBIA BANKING SYS COM 197236102 14,450 355,164 SH   SOLE   355,164 0 0
COMCAST CORP CL A COM 20030N101 930 20,675 SH   SOLE   20,675 0 0
CONSTELLATION BRANDS INC CL A COM 21036P108 493 2,600 SH   SOLE   2,600 0 0
COOPER COS INC COM 216648402 1,060 3,300 SH   SOLE   3,300 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 657 2,235 SH   SOLE   2,235 0 0
D R HORTON INC COM 23331A109 918 17,400 SH   SOLE   17,400 0 0
DENTSPLY SIRONA INC COM 24906P109 2,281 40,300 SH   SOLE   40,300 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109 334 3,600 SH   SOLE   3,600 0 0
DOCUSIGN INC COM 256163106 1,467 19,800 SH   SOLE   19,800 0 0
DOLLAR GENERAL CORP COM 256677105 3,104 19,900 SH   SOLE   19,900 0 0
DORMAN PRODUCTS INC COM 258278100 24,298 320,894 SH   SOLE   320,894 0 0
DOVER CORP COM 260003108 2,513 21,800 SH   SOLE   21,800 0 0
EASTERLY GOVT PPTYS REIT COM 27616P103 29,791 1,255,414 SH   SOLE   1,255,414 0 0
EDWARDS LIFESCIENCES CORP COM COM 28176E108 516 2,210 SH   SOLE   2,210 0 0
ELEMENT SOLUTIONS INC COM 28618M106 882 75,500 SH   SOLE   75,500 0 0
EOG RESOURCES INC COM 26875P101 337 4,020 SH   SOLE   4,020 0 0
EXLSERVICE HOLDINGS COM 302081104 23,920 344,364 SH   SOLE   344,364 0 0
EXPEDIA INC COM 30212P303 1,027 9,500 SH   SOLE   9,500 0 0
EXXON MOBIL CORP COM 30231G102 789 11,300 SH   SOLE   11,300 0 0
FACEBOOK INC-A COM 30303M102 1,180 5,750 SH   SOLE   5,750 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 805 3,000 SH   SOLE   3,000 0 0
FAIR ISAAC CORPORATION COM COM 303250104 2,248 6,000 SH   SOLE   6,000 0 0
FIRST AMERN FINL CORP COM COM 31847R102 1,685 28,900 SH   SOLE   28,900 0 0
FIRST INDUSTRIAL REALTY TRUST COM 32054K103 602 14,500 SH   SOLE   14,500 0 0
FISERV INC COM 337738108 3,804 32,900 SH   SOLE   32,900 0 0
FIVE BELOW COM 33829M101 1,547 12,100 SH   SOLE   12,100 0 0
FLEETCOR TECHNOLOGIES INC COM COM 339041105 2,938 10,210 SH   SOLE   10,210 0 0
FMC CORP COM 302491303 2,091 20,950 SH   SOLE   20,950 0 0
FORTINET INC COM 34959E109 1,377 12,900 SH   SOLE   12,900 0 0
FORWARD AIR CORP COM 349853101 28,612 409,034 SH   SOLE   409,034 0 0
FRANKLIN ELECTRIC CO COM 353514102 23,551 410,873 SH   SOLE   410,873 0 0
G III APPAREL GROUP COM 36237H101 20,516 612,415 SH   SOLE   612,415 0 0
GETTY REALTY CORP REIT COM 374297109 12,529 381,168 SH   SOLE   381,168 0 0
GRANITE CONSTRUCTION COM 387328107 12,836 463,906 SH   SOLE   463,906 0 0
GREAT WESTERN BANCO COM 391416104 18,362 528,551 SH   SOLE   528,551 0 0
HILTON WORLDWIDE HLDGS INC COM COM 43300A203 2,462 22,200 SH   SOLE   22,200 0 0
HOME DEPOT INC COM COM 437076102 786 3,600 SH   SOLE   3,600 0 0
HUMANA INC COM COM 444859102 715 1,950 SH   SOLE   1,950 0 0
HUNTINGTON BANCSHARES INC COM COM 446150104 277 18,400 SH   SOLE   18,400 0 0
I C F INTERNTNL COM 44925C103 19,570 213,596 SH   SOLE   213,596 0 0
IAA INC COM 449253103 1,572 33,400 SH   SOLE   33,400 0 0
IAC/INTERACTIVECORP COM 44919P508 1,694 6,800 SH   SOLE   6,800 0 0
IDACORP INC COM 451107106 28,189 263,943 SH   SOLE   263,943 0 0
INCYTE CORP COM 45337C102 1,668 19,100 SH   SOLE   19,100 0 0
INPHI CORP COM 45772F107 2,672 36,100 SH   SOLE   36,100 0 0
INSULET CORP COM 45784P101 2,005 11,710 SH   SOLE   11,710 0 0
INTEGER HOLDINGS CORP COM 45826H109 2,071 25,750 SH   SOLE   25,750 0 0
INTEGRA LIFESCIENCES HOLDINGS COM 457985208 27,770 476,492 SH   SOLE   476,492 0 0
INTERCEPT PHARMACEUTICALS, INC COM 45845P108 1,535 12,390 SH   SOLE   12,390 0 0
ITT INC COM 45073V108 1,729 23,400 SH   SOLE   23,400 0 0
JACK HENRY & ASSOCIATES INC COM 426281101 1,661 11,400 SH   SOLE   11,400 0 0
JPMORGAN CHASE & CO COM 46625H100 1,035 7,425 SH   SOLE   7,425 0 0
KEYCORP NEW COM COM 493267108 289 14,300 SH   SOLE   14,300 0 0
KFORCE INC COM 493732101 19,632 494,514 SH   SOLE   494,514 0 0
L H C GROUP COM 50187A107 37,114 269,408 SH   SOLE   269,408 0 0
L3 HARRIS TECHNOLOGIES INC COM 502431109 2,691 13,600 SH   SOLE   13,600 0 0
LA-Z-BOY INC COM 505336107 13,049 414,520 SH   SOLE   414,520 0 0
LABORATORY CORP AMER HLDGS COM COM 50540R409 338 2,000 SH   SOLE   2,000 0 0
LAM RESH CORP COM COM 512807108 2,924 10,000 SH   SOLE   10,000 0 0
LAMB WESTON HLDGS INC COM 513272104 2,132 24,780 SH   SOLE   24,780 0 0
LILLY ELI & CO COM COM 532457108 710 5,400 SH   SOLE   5,400 0 0
LITTELFUSE INC COM 537008104 20,083 104,981 SH   SOLE   104,981 0 0
LPL FINL HLDGS INC COM 50212V100 1,541 16,700 SH   SOLE   16,700 0 0
LTC PROPERTIES INC REIT COM 502175102 18,716 418,040 SH   SOLE   418,040 0 0
LULULEMON ATHLETICA INC COM COM 550021109 2,831 12,220 SH   SOLE   12,220 0 0
M T S SYSTEMS CORP COM 553777103 20,042 417,276 SH   SOLE   417,276 0 0
MANULIFE FINL CORP COM COM 56501R106 392 19,300 SH   SOLE   19,300 0 0
MARCUS & MILLICHAP COM 566324109 23,238 623,840 SH   SOLE   623,840 0 0
MARTIN MARIETTA MATERIALS COM 573284106 1,597 5,710 SH   SOLE   5,710 0 0
MASTEC INC COM 576323109 2,297 35,800 SH   SOLE   35,800 0 0
MASTERCARD INC CL A COM 57636Q104 911 3,050 SH   SOLE   3,050 0 0
MATADOR RESOURCES CO COM 576485205 17,843 992,931 SH   SOLE   992,931 0 0
MEDPACE HOLDINGS INC COM 58506Q109 15,722 187,028 SH   SOLE   187,028 0 0
MERCANTILE BANK CORP COM 587376104 13,398 367,382 SH   SOLE   367,382 0 0
METHODE ELECTRONICS COM 591520200 18,777 477,182 SH   SOLE   477,182 0 0
MICROCHIP TECHNOLOGY INC COM COM 595017104 1,340 12,800 SH   SOLE   12,800 0 0
MICROSOFT CORP COM 594918104 2,471 15,670 SH   SOLE   15,670 0 0
MOELIS & CO COM 60786M105 5,780 181,068 SH   SOLE   181,068 0 0
MOVADO GROUP INC COM 624580106 10,638 489,339 SH   SOLE   489,339 0 0
NASDAQ STOCK MARKET INC COM 631103108 1,105 10,320 SH   SOLE   10,320 0 0
NEXSTAR MEDIA GROUP CLASS A COM 65336K103 29,967 255,586 SH   SOLE   255,586 0 0
NEXTERA ENERGY INC COM COM 65339F101 775 3,200 SH   SOLE   3,200 0 0
NIKE INC CL B COM 654106103 638 6,300 SH   SOLE   6,300 0 0
NORTHERN TR CORP COM COM 665859104 587 5,525 SH   SOLE   5,525 0 0
O'REILLY AUTOMOTIVE INC NEW CO COM 67103H107 3,009 6,865 SH   SOLE   6,865 0 0
OLD DOMINION FREIGHT LINE COM 679580100 1,613 8,500 SH   SOLE   8,500 0 0
OLD NATL BANCORP IND COM 680033107 25,363 1,386,697 SH   SOLE   1,386,697 0 0
OMNICELL INC COM 68213N109 21,580 264,068 SH   SOLE   264,068 0 0
ONEMAIN HOLDINGS INC COM 68268W103 995 23,600 SH   SOLE   23,600 0 0
ONTO INNOVATION INC COM 683344105 14,436 395,080 SH   SOLE   395,080 0 0
OSHKOSH CORP COM COM 688239201 558 5,892 SH   SOLE   5,892 0 0
P C CONNECTION INC COM 69318J100 18,328 369,072 SH   SOLE   369,072 0 0
PALO ALTO NETWORKS INC COM 697435105 1,804 7,800 SH   SOLE   7,800 0 0
PAYCHEX INC COM COM 704326107 2,526 29,700 SH   SOLE   29,700 0 0
PAYCOM SOFTWARE INC COM 70432V102 410 1,550 SH   SOLE   1,550 0 0
PERKINELMER INC COM 714046109 858 8,835 SH   SOLE   8,835 0 0
PHILLIPS 66 COM 718546104 368 3,300 SH   SOLE   3,300 0 0
PLANET FITNESS INC CL A COM 72703H101 1,128 15,100 SH   SOLE   15,100 0 0
POST HLDGS INC COM COM 737446104 1,658 15,200 SH   SOLE   15,200 0 0
PURE STORAGE INC CL A COM 74624M102 902 52,700 SH   SOLE   52,700 0 0
QUANTA SVCS INC COM COM 74762E102 1,899 46,649 SH   SOLE   46,649 0 0
RAYTHEON CO COM NEW COM 755111507 650 2,960 SH   SOLE   2,960 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,384 21,700 SH   SOLE   21,700 0 0
RINGCENTRAL INC CL A COM 76680R206 1,467 8,700 SH   SOLE   8,700 0 0
ROPER INDUSTRIES INC COM 776696106 498 1,405 SH   SOLE   1,405 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 501 3,750 SH   SOLE   3,750 0 0
Sarepta Therapeutics Inc COM 803607100 1,523 11,800 SH   SOLE   11,800 0 0
SCHLUMBERGER LTD COM 806857108 317 7,875 SH   SOLE   7,875 0 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 1,679 19,300 SH   SOLE   19,300 0 0
SEATTLE GENETICS INC COM 812578102 1,828 16,000 SH   SOLE   16,000 0 0
SELECTIVE INS GROUP COM 816300107 23,189 355,718 SH   SOLE   355,718 0 0
SENSIENT TECHNOLOGIES COM 81725T100 19,067 288,506 SH   SOLE   288,506 0 0
SILICON MOTION TECHNOL F SPONS COM 82706C108 16,041 316,319 SH   SOLE   316,319 0 0
SOUTH ST CORP COM 840441109 26,437 304,754 SH   SOLE   304,754 0 0
SOUTHWEST AIRLS CO COM COM 844741108 470 8,700 SH   SOLE   8,700 0 0
SOUTHWEST GAS CORP COM COM 844895102 334 4,400 SH   SOLE   4,400 0 0
SPLUNK INC COM 848637104 1,751 11,690 SH   SOLE   11,690 0 0
SQUARE INC CL A COM 852234103 1,464 23,400 SH   SOLE   23,400 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,002 32,600 SH   SOLE   32,600 0 0
STANDARD MOTOR PRODS COM 853666105 21,904 411,581 SH   SOLE   411,581 0 0
STIFEL FINL CO COM 860630102 28,503 469,958 SH   SOLE   469,958 0 0
SUN CMNTYS INC COM COM 866674104 2,109 14,050 SH   SOLE   14,050 0 0
SYKES ENTERPRISES COM 871237103 21,589 583,642 SH   SOLE   583,642 0 0
TELEFLEX INC COM 879369106 2,221 5,900 SH   SOLE   5,900 0 0
TETRA TECH INC COM 88162G103 35,064 406,963 SH   SOLE   406,963 0 0
THERMO FISHER CORP COM COM 883556102 679 2,090 SH   SOLE   2,090 0 0
TIMKEN CO COM COM 887389104 619 11,000 SH   SOLE   11,000 0 0
TRANSDIGM GROUP INC COM 893641100 2,537 4,530 SH   SOLE   4,530 0 0
TRANSUNION COM COM 89400J107 2,363 27,600 SH   SOLE   27,600 0 0
TWILIO INC CL A COM 90138F102 943 9,600 SH   SOLE   9,600 0 0
TWITTER INC COM COM 90184L102 1,484 46,300 SH   SOLE   46,300 0 0
U M B FINL CORP COM 902788108 11,976 174,476 SH   SOLE   174,476 0 0
ULTA SALON COSMETICS & COM 90384S303 962 3,800 SH   SOLE   3,800 0 0
UNION BANKSHARES CO COM 04911A107 26,745 712,240 SH   SOLE   712,240 0 0
UNITED BANKSHRS INC COM 909907107 27,454 710,133 SH   SOLE   710,133 0 0
UNITIL CORP COM 913259107 12,850 207,864 SH   SOLE   207,864 0 0
US BANCORP DEL COM 902973304 462 7,800 SH   SOLE   7,800 0 0
VAREX IMAGING CORP COM 92214X106 11,837 397,094 SH   SOLE   397,094 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 865 14,085 SH   SOLE   14,085 0 0
WAL MART STORES INC COM COM 931142103 796 6,700 SH   SOLE   6,700 0 0
WASTE MANAGEMENT INC COM COM 94106L109 678 5,950 SH   SOLE   5,950 0 0
WELLS FARGO & CO NEW COM COM 949746101 560 10,400 SH   SOLE   10,400 0 0
XILINX INC COM COM 983919101 1,486 15,200 SH   SOLE   15,200 0 0
XPO LOGISTICS INC COM 983793100 1,419 17,800 SH   SOLE   17,800 0 0
YETI HOLDINGS INC COM 98585X104 1,569 45,100 SH   SOLE   45,100 0 0
YUM CHINA HLDGS INC COM 98850P109 1,877 39,100 SH   SOLE   39,100 0 0
ZEBRA TECHNOLOGIES CORP CL A COM 989207105 1,482 5,800 SH   SOLE   5,800 0 0
ZOETIS INC CL A COM 98978V103 622 4,700 SH   SOLE   4,700 0 0
ZYNGA INC CL A COM 98986T108 1,769 289,100 SH   SOLE   289,100 0 0