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 | 22,044 | 583,030 | SH | SOLE | 349,264 | 92,200 | 141,566 | ||
| Alamo Group Inc. | COM | 011311107 | 26,838 | 192,345 | SH | SOLE | 116,374 | 31,500 | 44,471 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 41,700 | 363,400 | SH | SOLE | 214,750 | 51,950 | 96,700 | ||
| Atlantica Sustainable Infrastructure | COM | G0751N103 | 35,606 | 1,031,755 | SH | SOLE | 607,912 | 161,700 | 262,143 | ||
| Century Communities Inc. | COM | 156504300 | 42,220 | 687,065 | SH | SOLE | 406,460 | 111,175 | 169,430 | ||
| Columbus McKinnon Corp. | COM | 199333105 | 38,502 | 796,315 | SH | SOLE | 470,415 | 132,900 | 193,000 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 58,556 | 821,028 | SH | SOLE | 494,718 | 125,400 | 200,910 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 62,190 | 505,121 | SH | SOLE | 299,003 | 81,925 | 124,193 | ||
| Fabrinet | COM | G3323L100 | 76,185 | 743,199 | SH | SOLE | 442,193 | 119,800 | 181,206 | ||
| Federal Signal Corp. | COM | 313855108 | 45,575 | 1,180,095 | SH | SOLE | 674,763 | 191,350 | 313,982 | ||
| FormFactor Inc. | COM | 346375108 | 26,053 | 697,900 | SH | SOLE | 407,374 | 116,950 | 173,576 | ||
| Gibraltar Industries Inc. | COM | 374689107 | 45,046 | 646,743 | SH | SOLE | 389,009 | 107,500 | 150,234 | ||
| Grand Canyon Education Inc. | COM | 38526M106 | 19,004 | 216,054 | SH | SOLE | 128,393 | 35,025 | 52,636 | ||
| Great Lakes Dredge & Dock Corp. | COM | 390607109 | 37,166 | 2,462,935 | SH | SOLE | 1,460,243 | 416,375 | 586,317 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 72,016 | 1,346,603 | SH | SOLE | 813,831 | 207,350 | 325,422 | ||
| Helen of Troy LTD. | COM | G4388N106 | 56,414 | 251,088 | SH | SOLE | 152,382 | 39,350 | 59,356 | ||
| Interdigital Inc. | COM | 45867G101 | 43,727 | 644,750 | SH | SOLE | 389,224 | 103,025 | 152,501 | ||
| Ishares Russell 2000 | ETF | 464287655 | 12,523 | 57,250 | SH | SOLE | 57,250 | 0 | 0 | ||
| Korn Ferry | COM | 500643200 | 44,136 | 609,955 | SH | SOLE | 365,210 | 102,050 | 142,695 | ||
| Kulicke & Soffa Industries Inc. | COM | 501242101 | 51,248 | 879,343 | SH | SOLE | 521,045 | 141,500 | 216,798 | ||
| Lakeland Financial Corp. | COM | 511656100 | 32,989 | 463,072 | SH | SOLE | 283,416 | 71,149 | 108,507 | ||
| LGI Homes Inc. | COM | 50187T106 | 18,533 | 130,595 | SH | SOLE | 78,259 | 20,875 | 31,461 | ||
| Lumentum Holdings Inc. | COM | 55024U109 | 22,268 | 266,550 | SH | SOLE | 160,362 | 41,750 | 64,438 | ||
| Maximus Inc. | COM | 577933104 | 54,736 | 657,883 | SH | SOLE | 389,837 | 107,725 | 160,321 | ||
| Medifast Inc. | COM | 58470H101 | 16,750 | 86,950 | SH | SOLE | 51,585 | 14,100 | 21,265 | ||
| Methode Electronics Inc. | COM | 591520200 | 31,112 | 739,870 | SH | SOLE | 439,685 | 116,850 | 183,335 | ||
| MKS Instruments Inc. | COM | 55306N104 | 38,911 | 257,840 | SH | SOLE | 154,433 | 41,575 | 61,832 | ||
| Modivcare Inc. | COM | 60783X104 | 80,268 | 441,958 | SH | SOLE | 263,692 | 69,175 | 109,091 | ||
| Mueller Water Products Inc. | COM | 624758108 | 39,144 | 2,571,900 | SH | SOLE | 1,533,700 | 420,975 | 617,225 | ||
| MYR Group Inc. | COM | 55405W104 | 53,754 | 540,240 | SH | SOLE | 316,985 | 89,800 | 133,455 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 42,749 | 567,268 | SH | SOLE | 340,888 | 86,875 | 139,505 | ||
| NV5 Global Inc. | COM | 62945V109 | 60,947 | 618,313 | SH | SOLE | 365,731 | 100,850 | 151,732 | ||
| OSI Systems Inc. | COM | 671044105 | 39,614 | 417,874 | SH | SOLE | 249,531 | 68,800 | 99,543 | ||
| Pacira Biosciences Inc. | COM | 695127100 | 34,838 | 622,100 | SH | SOLE | 371,833 | 93,900 | 156,367 | ||
| SciPlay Corp. | COM | 809087109 | 14,389 | 695,475 | SH | SOLE | 418,875 | 120,275 | 156,325 | ||
| Steven Madden LTD. | COM | 556269108 | 44,642 | 1,111,606 | SH | SOLE | 672,057 | 171,145 | 268,404 | ||
| Tetra Tech Inc. | COM | 88162G103 | 45,499 | 304,665 | SH | SOLE | 178,491 | 49,600 | 76,574 | ||
| Tower Semiconductor LTD. | COM | M87915274 | 36,870 | 1,233,100 | SH | SOLE | 734,402 | 192,275 | 306,423 | ||
| Veeco Instruments Inc. | COM | 922417100 | 34,612 | 1,558,400 | SH | SOLE | 934,145 | 256,400 | 367,855 | ||
| Verint Systems Inc. | COM | 92343X100 | 17,685 | 394,853 | SH | SOLE | 231,720 | 62,575 | 100,558 | ||
| WNS Holdings LTD. | COM | 92932M101 | 65,056 | 795,309 | SH | SOLE | 472,256 | 124,900 | 198,153 | ||