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 | 22,504 | 840,015 | SH | SOLE | 496,865 | 135,775 | 207,375 | ||
| Alamo Group Inc. | COM | 011311107 | 17,548 | 197,655 | SH | SOLE | 117,700 | 31,975 | 47,980 | ||
| American Woodmark Corp. | COM | 030506109 | 14,737 | 323,391 | SH | SOLE | 188,836 | 52,775 | 81,780 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 29,282 | 506,522 | SH | SOLE | 291,527 | 86,900 | 128,095 | ||
| Columbia Banking System Inc. | COM | 197236102 | 21,869 | 816,015 | SH | SOLE | 492,330 | 135,425 | 188,260 | ||
| Columbus McKinnon Corp. | COM | 199333105 | 13,754 | 550,175 | SH | SOLE | 325,600 | 98,325 | 126,250 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 26,401 | 722,323 | SH | SOLE | 423,423 | 120,625 | 178,275 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 19,944 | 383,316 | SH | SOLE | 226,796 | 63,625 | 92,895 | ||
| Fabrinet | COM | G3323L100 | 44,028 | 806,969 | SH | SOLE | 468,316 | 141,450 | 197,203 | ||
| Federal Signal Corp. | COM | 313855108 | 34,949 | 1,281,125 | SH | SOLE | 739,555 | 218,425 | 323,145 | ||
| First Financial Bancorp | COM | 320209109 | 21,371 | 1,433,348 | SH | SOLE | 830,718 | 232,100 | 370,530 | ||
| First Merchants Corp. | COM | 320817109 | 10,332 | 390,025 | SH | SOLE | 222,775 | 73,900 | 93,350 | ||
| Gibralter Industries Inc. | COM | 374689107 | 37,576 | 875,490 | SH | SOLE | 509,245 | 143,500 | 222,745 | ||
| Grand Canyon Education Inc. | COM | 38526M106 | 18,684 | 244,924 | SH | SOLE | 141,969 | 39,825 | 63,130 | ||
| Great Lakes Dredge & Dock Corp. | COM | 390607109 | 10,159 | 1,224,025 | SH | SOLE | 692,535 | 211,850 | 319,640 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 54,970 | 2,693,268 | SH | SOLE | 1,587,178 | 438,450 | 667,640 | ||
| Helen of Troy Ltd. | COM | G4388N106 | 45,159 | 313,538 | SH | SOLE | 186,393 | 48,625 | 78,520 | ||
| Kemet Corp. | COM | 488360207 | 17,863 | 739,380 | SH | SOLE | 487,660 | 95,075 | 156,645 | ||
| Kulicke & Soffa Industries Inc. | COM | 501242101 | 21,978 | 1,053,073 | SH | SOLE | 613,843 | 182,625 | 256,605 | ||
| Lakeland Financial Corp. | COM | 511656100 | 9,445 | 257,012 | SH | SOLE | 143,340 | 43,449 | 70,223 | ||
| LGI Homes Inc. | COM | 50187T106 | 23,905 | 529,449 | SH | SOLE | 314,404 | 80,450 | 134,595 | ||
| Lumentum Holdings Inc. | COM | 55024U109 | 40,970 | 555,900 | SH | SOLE | 332,480 | 91,200 | 132,220 | ||
| Malibu Boats Inc. | COM | 56117J100 | 18,197 | 632,045 | SH | SOLE | 374,845 | 100,550 | 156,650 | ||
| Maximus Inc. | COM | 577933104 | 33,999 | 584,183 | SH | SOLE | 342,118 | 101,725 | 140,340 | ||
| Methode Electronics Inc. | COM | 591520200 | 17,555 | 664,225 | SH | SOLE | 385,030 | 113,150 | 166,045 | ||
| MKS Instruments Inc. | COM | 55306N104 | 21,587 | 265,030 | SH | SOLE | 151,240 | 47,325 | 66,465 | ||
| Mueller Water Products Inc. | COM | 624758108 | 20,207 | 2,522,700 | SH | SOLE | 1,493,175 | 442,575 | 586,950 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 31,396 | 730,131 | SH | SOLE | 426,006 | 117,775 | 186,350 | ||
| NV5 Global Inc. | COM | 62945V109 | 26,577 | 643,665 | SH | SOLE | 376,115 | 107,275 | 160,275 | ||
| OSI Systems Inc. | COM | 671044105 | 26,616 | 386,193 | SH | SOLE | 224,883 | 66,025 | 95,285 | ||
| Pacwest Bancorp | COM | 695263103 | 15,395 | 859,110 | SH | SOLE | 496,740 | 141,275 | 221,095 | ||
| Providence Service Corp. | COM | 743815102 | 12,256 | 223,318 | SH | SOLE | 130,008 | 35,550 | 57,760 | ||
| Sanmina Corp. | COM | 801056102 | 14,256 | 522,570 | SH | SOLE | 313,975 | 69,675 | 138,920 | ||
| SciPlay Corp. | COM | 809087109 | 5,357 | 562,375 | SH | SOLE | 332,850 | 96,425 | 133,100 | ||
| SPDR Gold Trust | ETF | 78463V107 | 11,452 | 77,350 | SH | SOLE | 43,465 | 0 | 33,885 | ||
| Standard Motor Products Inc. | COM | 853666105 | 18,276 | 439,640 | SH | SOLE | 263,825 | 69,115 | 106,700 | ||
| Steven Madden Ltd. | COM | 556269108 | 35,497 | 1,528,054 | SH | SOLE | 893,820 | 251,970 | 382,264 | ||
| Tetra Tech Inc. | COM | 88162G103 | 16,677 | 236,150 | SH | SOLE | 138,350 | 39,650 | 58,150 | ||
| Tower Semiconductor LTD | COM | M87915274 | 15,064 | 946,240 | SH | SOLE | 558,975 | 158,850 | 228,415 | ||
| Verint Systems Inc. | COM | 92343X100 | 32,729 | 761,133 | SH | SOLE | 445,588 | 132,725 | 182,820 | ||
| WNS Holdings LTD. | COM | 92932M101 | 40,348 | 938,769 | SH | SOLE | 545,249 | 158,100 | 235,420 | ||