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 | 29,470 | 842,715 | SH | SOLE | 497,675 | 135,775 | 209,265 | ||
| Alamo Group Inc. | COM | 011311107 | 24,841 | 197,855 | SH | SOLE | 117,900 | 31,975 | 47,980 | ||
| American Woodmark Corp. | COM | 030506109 | 33,824 | 323,646 | SH | SOLE | 189,086 | 52,775 | 81,785 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 32,850 | 527,202 | SH | SOLE | 303,717 | 86,900 | 136,585 | ||
| Columbia Banking System Inc. | COM | 197236102 | 31,062 | 763,465 | SH | SOLE | 446,530 | 128,425 | 188,510 | ||
| Columbus McKinnon Corp. | COM | 199333105 | 23,620 | 590,053 | SH | SOLE | 346,008 | 98,325 | 145,720 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 35,432 | 710,778 | SH | SOLE | 416,398 | 118,750 | 175,630 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 23,628 | 340,166 | SH | SOLE | 202,171 | 54,100 | 83,895 | ||
| Fabrinet | COM | G3323L100 | 48,260 | 744,299 | SH | SOLE | 433,916 | 121,050 | 189,333 | ||
| Federal Signal Corp. | COM | 313855108 | 44,190 | 1,370,230 | SH | SOLE | 790,455 | 224,350 | 355,425 | ||
| First Financial Bancorp | COM | 320209109 | 43,085 | 1,693,593 | SH | SOLE | 987,428 | 255,925 | 450,240 | ||
| Gibralter Industries Inc. | COM | 374689107 | 22,848 | 452,965 | SH | SOLE | 271,030 | 68,075 | 113,860 | ||
| Grand Canyon Education Inc. | COM | 38526M106 | 23,481 | 245,129 | SH | SOLE | 142,169 | 39,825 | 63,135 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 76,319 | 2,371,613 | SH | SOLE | 1,386,528 | 374,375 | 610,710 | ||
| Helen of Troy Ltd. | COM | G4388N106 | 56,388 | 313,633 | SH | SOLE | 186,488 | 48,625 | 78,520 | ||
| Ishares Russell 2000 | ETF | 464287655 | 19,582 | 118,200 | SH | SOLE | 107,075 | 0 | 11,125 | ||
| Kemet Corp. | COM | 488360207 | 17,492 | 646,655 | SH | SOLE | 411,285 | 85,075 | 150,295 | ||
| Kulicke & Soffa Industries Inc. | COM | 501242101 | 19,900 | 731,633 | SH | SOLE | 440,868 | 115,200 | 175,565 | ||
| Lakeland Financial Corp. | COM | 511656100 | 12,139 | 248,079 | SH | SOLE | 139,402 | 38,449 | 70,228 | ||
| LGI Homes Inc. | COM | 50187T106 | 36,784 | 520,649 | SH | SOLE | 309,704 | 80,450 | 130,495 | ||
| Lumentum Holdings Inc. | COM | 55024U109 | 56,537 | 712,955 | SH | SOLE | 415,570 | 115,450 | 181,935 | ||
| Malibu Boats Inc. | COM | 56117J100 | 26,050 | 636,145 | SH | SOLE | 375,695 | 100,550 | 159,900 | ||
| Maximus Inc. | COM | 577933104 | 40,285 | 541,543 | SH | SOLE | 318,818 | 92,825 | 129,900 | ||
| MKS Instruments Inc. | COM | 55306N104 | 26,422 | 240,180 | SH | SOLE | 137,640 | 42,500 | 60,040 | ||
| Mueller Water Products Inc. | COM | 624758108 | 32,759 | 2,734,450 | SH | SOLE | 1,607,950 | 442,575 | 683,925 | ||
| Neenah Inc. | COM | 640079109 | 14,543 | 206,486 | SH | SOLE | 118,866 | 32,975 | 54,645 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 28,334 | 538,151 | SH | SOLE | 316,831 | 86,900 | 134,420 | ||
| NV5 Global Inc. | COM | 62945V109 | 27,412 | 543,340 | SH | SOLE | 317,770 | 89,700 | 135,870 | ||
| OSI Systems Inc. | COM | 671044105 | 40,029 | 397,348 | SH | SOLE | 231,233 | 66,025 | 100,090 | ||
| Pacwest Bancorp | COM | 695263103 | 44,690 | 1,167,765 | SH | SOLE | 679,415 | 184,725 | 303,625 | ||
| Providence Service Corp. | COM | 743815102 | 16,851 | 284,748 | SH | SOLE | 165,943 | 42,650 | 76,155 | ||
| Sanmina Corp. | COM | 801056102 | 33,150 | 968,175 | SH | SOLE | 570,915 | 155,525 | 241,735 | ||
| SciPlay Corp. | COM | 809087109 | 6,923 | 563,275 | SH | SOLE | 333,750 | 96,425 | 133,100 | ||
| SPDR Gold Trust | ETF | 78463V107 | 6,763 | 47,325 | SH | SOLE | 25,600 | 0 | 21,725 | ||
| Standard Motor Products Inc. | COM | 853666105 | 24,497 | 460,290 | SH | SOLE | 284,475 | 69,115 | 106,700 | ||
| Steven Madden Ltd. | COM | 556269108 | 62,258 | 1,447,521 | SH | SOLE | 846,782 | 228,970 | 371,769 | ||
| Tetra Tech Inc. | COM | 88162G103 | 12,241 | 142,075 | SH | SOLE | 81,600 | 22,525 | 37,950 | ||
| Tower Semiconductor LTD | COM | M87915274 | 14,726 | 612,050 | SH | SOLE | 365,095 | 98,250 | 148,705 | ||
| Verint Systems Inc. | COM | 92343X100 | 42,432 | 766,478 | SH | SOLE | 450,928 | 132,725 | 182,825 | ||
| Viad Corp. | COM | 92552R406 | 27,285 | 404,215 | SH | SOLE | 236,085 | 67,250 | 100,880 | ||
| WNS Holdings LTD. | COM | 92932M101 | 65,351 | 987,924 | SH | SOLE | 574,379 | 158,100 | 255,445 | ||