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 | 20,740 | 581,940 | SH | SOLE | 342,690 | 92,200 | 147,050 | ||
| Alamo Group Inc. | COM | 011311107 | 29,808 | 195,230 | SH | SOLE | 116,025 | 31,975 | 47,230 | ||
| American Woodmark Corp. | COM | 030506109 | 13,779 | 168,675 | SH | SOLE | 99,025 | 28,175 | 41,475 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 36,010 | 371,310 | SH | SOLE | 215,100 | 54,450 | 101,760 | ||
| Atlantica Sustainable Infrastructure | COM | G0751N103 | 39,070 | 1,049,700 | SH | SOLE | 618,695 | 170,500 | 260,505 | ||
| Century Communities Inc. | COM | 156504300 | 47,033 | 706,840 | SH | SOLE | 412,605 | 116,875 | 177,360 | ||
| Columbus McKinnon Corp. | COM | 199333105 | 31,167 | 646,075 | SH | SOLE | 383,435 | 107,075 | 155,565 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 67,911 | 861,928 | SH | SOLE | 512,823 | 132,675 | 216,430 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 54,319 | 511,191 | SH | SOLE | 303,256 | 81,075 | 126,860 | ||
| Fabrinet | COM | G3323L100 | 72,014 | 751,164 | SH | SOLE | 440,806 | 124,075 | 186,283 | ||
| Federal Signal Corp. | COM | 313855108 | 45,691 | 1,135,755 | SH | SOLE | 649,970 | 184,500 | 301,285 | ||
| FormFactor Inc. | COM | 346375108 | 20,727 | 568,485 | SH | SOLE | 332,040 | 104,800 | 131,645 | ||
| Gibraltar Industries Inc. | COM | 374689107 | 50,960 | 667,803 | SH | SOLE | 395,340 | 113,000 | 159,463 | ||
| Grand Canyon Education Inc. | COM | 38526M106 | 19,812 | 220,204 | SH | SOLE | 130,869 | 36,825 | 52,510 | ||
| Great Lakes Dredge & Dock Corp. | COM | 390607109 | 36,715 | 2,513,005 | SH | SOLE | 1,489,490 | 438,625 | 584,890 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 76,609 | 1,364,363 | SH | SOLE | 817,908 | 206,875 | 339,580 | ||
| Helen of Troy LTD. | COM | G4388N106 | 58,431 | 256,143 | SH | SOLE | 153,983 | 39,350 | 62,810 | ||
| Interdigital Inc. | COM | 45867G101 | 42,694 | 584,610 | SH | SOLE | 351,560 | 97,700 | 135,350 | ||
| Ishares Russell 2000 | ETF | 464287655 | 30,724 | 133,950 | SH | SOLE | 102,050 | 0 | 31,900 | ||
| Korn Ferry | COM | 500643200 | 35,477 | 489,000 | SH | SOLE | 288,205 | 78,225 | 122,570 | ||
| Kulicke & Soffa Industries Inc. | COM | 501242101 | 79,835 | 1,304,488 | SH | SOLE | 768,953 | 211,425 | 324,110 | ||
| Lakeland Financial Corp. | COM | 511656100 | 29,033 | 471,007 | SH | SOLE | 287,800 | 74,974 | 108,233 | ||
| LGI Homes Inc. | COM | 50187T106 | 21,765 | 134,400 | SH | SOLE | 79,425 | 21,925 | 33,050 | ||
| Lumentum Holdings Inc. | COM | 55024U109 | 22,773 | 277,615 | SH | SOLE | 169,380 | 44,000 | 64,235 | ||
| Maximus Inc. | COM | 577933104 | 58,674 | 666,975 | SH | SOLE | 396,913 | 111,925 | 158,137 | ||
| Methode Electronics Inc. | COM | 591520200 | 37,518 | 762,410 | SH | SOLE | 447,170 | 122,800 | 192,440 | ||
| MKS Instruments Inc. | COM | 55306N104 | 46,767 | 262,810 | SH | SOLE | 157,590 | 43,850 | 61,370 | ||
| Modivcare Inc. | COM | 60783X104 | 76,235 | 448,258 | SH | SOLE | 262,203 | 71,475 | 114,580 | ||
| Mueller Water Products Inc. | COM | 624758108 | 36,648 | 2,541,450 | SH | SOLE | 1,496,925 | 442,575 | 601,950 | ||
| MYR Group Inc. | COM | 55405W104 | 30,299 | 333,250 | SH | SOLE | 195,360 | 52,825 | 85,065 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 44,068 | 577,108 | SH | SOLE | 343,841 | 91,775 | 141,492 | ||
| NV5 Global Inc. | COM | 62945V109 | 59,794 | 632,677 | SH | SOLE | 370,785 | 100,850 | 161,042 | ||
| OSI Systems Inc. | COM | 671044105 | 43,839 | 431,313 | SH | SOLE | 249,633 | 71,500 | 110,180 | ||
| Pacira Biosciences Inc. | COM | 695127100 | 39,231 | 646,530 | SH | SOLE | 379,825 | 99,125 | 167,580 | ||
| SciPlay Corp. | COM | 809087109 | 21,355 | 1,259,875 | SH | SOLE | 747,785 | 203,725 | 308,365 | ||
| Steven Madden LTD. | COM | 556269108 | 44,545 | 1,017,945 | SH | SOLE | 616,351 | 159,845 | 241,749 | ||
| Tetra Tech Inc. | COM | 88162G103 | 35,691 | 292,455 | SH | SOLE | 171,750 | 51,450 | 69,255 | ||
| Tower Semiconductor LTD. | COM | M87915274 | 36,769 | 1,249,365 | SH | SOLE | 741,450 | 203,150 | 304,765 | ||
| Veeco Instruments Inc. | COM | 922417100 | 28,562 | 1,188,100 | SH | SOLE | 699,250 | 208,025 | 280,825 | ||
| Verint Systems Inc. | COM | 92343X100 | 19,145 | 424,783 | SH | SOLE | 250,648 | 66,050 | 108,085 | ||
| WNS Holdings LTD. | COM | 92932M101 | 66,899 | 837,594 | SH | SOLE | 488,824 | 132,000 | 216,770 | ||