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 | 23,051 | 582,990 | SH | SOLE | 343,365 | 92,200 | 147,425 | ||
| Alamo Group Inc. | COM | 011311107 | 30,610 | 196,030 | SH | SOLE | 116,675 | 31,975 | 47,380 | ||
| American Woodmark Corp. | COM | 030506109 | 32,909 | 333,826 | SH | SOLE | 197,056 | 52,775 | 83,995 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 25,167 | 341,485 | SH | SOLE | 195,000 | 54,450 | 92,035 | ||
| Atlantica Sustainable Infrastructure | COM | G0751N103 | 35,864 | 979,075 | SH | SOLE | 581,495 | 149,900 | 247,680 | ||
| Century Communities Inc. | COM | 156504300 | 42,730 | 708,390 | SH | SOLE | 413,880 | 116,875 | 177,635 | ||
| Cognyte Software LTD | COM | M25133105 | 21,139 | 760,113 | SH | SOLE | 457,423 | 108,225 | 194,465 | ||
| Columbus McKinnon Corp. | COM | 199333105 | 29,911 | 566,925 | SH | SOLE | 337,700 | 98,325 | 130,900 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 64,987 | 869,163 | SH | SOLE | 516,248 | 135,675 | 217,240 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 45,623 | 506,026 | SH | SOLE | 304,131 | 74,525 | 127,370 | ||
| Fabrinet | COM | G3323L100 | 64,150 | 709,699 | SH | SOLE | 419,881 | 112,725 | 177,093 | ||
| Federal Signal Corp. | COM | 313855108 | 43,304 | 1,130,655 | SH | SOLE | 653,060 | 175,600 | 301,995 | ||
| FormFactor Inc. | COM | 346375108 | 20,511 | 454,685 | SH | SOLE | 270,265 | 76,100 | 108,320 | ||
| Gibraltar Industries Inc. | COM | 374689107 | 82,794 | 904,753 | SH | SOLE | 535,570 | 143,500 | 225,683 | ||
| Grand Canyon Education Inc. | COM | 38526M106 | 23,683 | 221,129 | SH | SOLE | 131,794 | 36,825 | 52,510 | ||
| Great Lakes Dredge & Dock Corp. | COM | 390607109 | 31,659 | 2,171,380 | SH | SOLE | 1,310,365 | 328,975 | 532,040 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 85,506 | 1,524,173 | SH | SOLE | 914,743 | 234,600 | 374,830 | ||
| Helen of Troy LTD. | COM | G4388N106 | 67,779 | 321,748 | SH | SOLE | 193,213 | 48,625 | 79,910 | ||
| Interdigital Inc. | COM | 45867G101 | 35,299 | 556,335 | SH | SOLE | 332,885 | 87,900 | 135,550 | ||
| Ishares Russell 2000 | ETF | 464287655 | 9,887 | 44,750 | SH | SOLE | 29,450 | 0 | 15,300 | ||
| Kulicke & Soffa Industries Inc. | COM | 501242101 | 72,004 | 1,466,168 | SH | SOLE | 868,328 | 239,450 | 358,390 | ||
| Lakeland Financial Corp. | COM | 511656100 | 32,589 | 471,007 | SH | SOLE | 290,625 | 71,974 | 108,408 | ||
| LGI Homes Inc. | COM | 50187T106 | 35,823 | 239,924 | SH | SOLE | 145,244 | 38,025 | 56,655 | ||
| Lumentum Holdings Inc. | COM | 55024U109 | 23,076 | 252,615 | SH | SOLE | 151,380 | 42,000 | 59,235 | ||
| Maximus Inc. | COM | 577933104 | 58,063 | 652,100 | SH | SOLE | 387,313 | 106,325 | 158,462 | ||
| Methode Electronics Inc. | COM | 591520200 | 31,778 | 756,985 | SH | SOLE | 444,895 | 122,800 | 189,290 | ||
| MKS Instruments Inc. | COM | 55306N104 | 47,011 | 253,540 | SH | SOLE | 149,640 | 42,350 | 61,550 | ||
| Modivcare Inc. | COM | 60783X104 | 66,344 | 447,908 | SH | SOLE | 263,528 | 69,425 | 114,955 | ||
| Mueller Water Products Inc. | COM | 624758108 | 35,489 | 2,554,975 | SH | SOLE | 1,510,450 | 442,575 | 601,950 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 68,013 | 933,223 | SH | SOLE | 557,386 | 150,650 | 225,187 | ||
| NIC Inc. | COM | 62914B100 | 15,381 | 453,315 | SH | SOLE | 263,920 | 70,325 | 119,070 | ||
| NV5 Global Inc. | COM | 62945V109 | 68,617 | 710,537 | SH | SOLE | 418,610 | 114,725 | 177,202 | ||
| OSI Systems Inc. | COM | 671044105 | 39,719 | 413,313 | SH | SOLE | 238,983 | 66,025 | 108,305 | ||
| Pacira Biosciences Inc. | COM | 695127100 | 42,254 | 602,860 | SH | SOLE | 357,450 | 98,550 | 146,860 | ||
| SciPlay Corp. | COM | 809087109 | 14,883 | 919,850 | SH | SOLE | 555,660 | 145,225 | 218,965 | ||
| Steven Madden LTD. | COM | 556269108 | 30,360 | 814,825 | SH | SOLE | 487,546 | 131,095 | 196,184 | ||
| Tetra Tech Inc. | COM | 88162G103 | 33,048 | 243,505 | SH | SOLE | 142,150 | 39,650 | 61,705 | ||
| Tower Semiconductor LTD. | COM | M87915274 | 35,543 | 1,267,565 | SH | SOLE | 758,600 | 203,150 | 305,815 | ||
| Verint Systems Inc. | COM | 92343X100 | 39,025 | 857,883 | SH | SOLE | 504,823 | 138,375 | 214,685 | ||
| WNS Holdings LTD. | COM | 92932M101 | 60,994 | 841,994 | SH | SOLE | 490,999 | 133,700 | 217,295 | ||