The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALEXANDER BALDWIN INC REIT 014491104 764 30,455 SH   SOLE   0 0 30,455
ALPINE INCOME REIT 02083X103 3,352 167,285 SH   SOLE   0 0 167,285
APPLE HOSPITALITY REIT REIT 03784Y200 11,598 718,147 SH   SOLE   0 0 718,147
BRANDYWINE REALTY TRUST REIT 105368203 365 27,220 SH   SOLE   0 0 27,220
CARETRUST REIT REIT 14174T107 12,008 525,967 SH   SOLE   0 0 525,967
CITY OFFICE REIT 178587101 4,406 223,450 SH   SOLE   0 0 223,450
DIAMONDROCK HOSPITALITY REIT 252784301 473 49,180 SH   SOLE   0 0 49,180
ESSENTIAL PROPERTIES REALTY REIT 29670E107 419 14,540 SH   SOLE   0 0 14,540
GLADSTONE COMMERCIAL REIT 376536108 4,439 172,270 SH   SOLE   0 0 172,270
INDUSTRIAL LOGISTICS PROP REIT 456237106 8,969 358,062 SH   SOLE   0 0 358,062
LEXINGTON REALTY TRUST REIT 529043101 19,269 1,233,626 SH   SOLE   0 0 1,233,626
MIDAMER APARTMENT REIT 59522J103 21,972 95,765 SH   SOLE   0 0 95,765
NEW RESIDENTIAL INVESTMENT REIT 64828T201 5,070 473,375 SH   SOLE   0 0 473,375
OUTFRONT MEDIA INC REIT 69007J106 375 13,970 SH   SOLE   0 0 13,970
PHILLIPS EDISON REIT 71844V201 281 8,510 SH   SOLE   0 0 8,510
PLYMOUTH INDUSTRIAL REIT REIT 729640102 5,158 161,200 SH   SOLE   0 0 161,200
POSTAL REALTY TRUST REIT 73757R102 5,773 291,565 SH   SOLE   0 0 291,565
POTLATCHDELTIC CORP REIT 737630103 21,003 348,765 SH   SOLE   0 0 348,765
RETAIL OPPORTUNITY INV REIT 76131n101 11,944 609,413 SH   SOLE   0 0 609,413
SIMON PROPERTY GROUP INC REIT 828806109 27,721 173,505 SH   SOLE   0 0 173,505
A O SMITH CORP COM 831865209 493 5,739 SH   SOLE   0 0 5,739
ABBVIE INC COM 00287Y109 749 5,535 SH   SOLE   0 0 5,535
ACCURAY INC COM 004397105 3,929 823,610 SH   SOLE   0 0 823,610
ADOBE INC COM 00724F101 439 775 SH   SOLE   0 0 775
ADTRAN INC COM 00738A106 4,354 190,730 SH   SOLE   0 0 190,730
ADVANCED ENERGY INDUSTRIES COM 007973100 13,082 143,668 SH   SOLE   0 0 143,668
ADVANCED MICRO DEVICES COM 007903107 324 2,251 SH   SOLE   0 0 2,251
AES CORP COM 00130H105 24,090 991,372 SH   SOLE   0 0 991,372
AFFILIATED MANAGERS COM 008252108 19,613 119,223 SH   SOLE   0 0 119,223
ALAMOS GOLD INC COM 011532108 12,217 1,588,676 SH   SOLE   0 0 1,588,676
ALBEMARLE CORP COM 012653101 233 998 SH   SOLE   0 0 998
ALLEGIANT TRAVEL COM 01748X102 329 1,760 SH   SOLE   0 0 1,760
ALLIANCEBERNSTEIN COM 01881G106 11,288 231,128 SH   SOLE   0 0 231,128
ALLSTATE CORP COM 020002101 23,375 198,685 SH   SOLE   0 0 198,685
ALLY FINANCIAL INC COM 02005N100 16,989 356,829 SH   SOLE   0 0 356,829
ALPHA OMEGA SEMI COM G6331P104 4,385 72,415 SH   SOLE   0 0 72,415
ALPHABET INC A COM 02079K305 38,664 13,346 SH   SOLE   0 0 13,346
ALPHABET INC C COM 02079K107 425 147 SH   SOLE   0 0 147
ALTA EQUIPMENT GROUP COM 02128L106 5,156 352,165 SH   SOLE   0 0 352,165
ALTRIA GROUP COM 02209S103 26,790 565,318 SH   SOLE   0 0 565,318
AMAZONCOM COM 023135106 1,194 358 SH   SOLE   0 0 358
AMERICAN EAGLE OUTFITTERS COM 02553E106 734 29,005 SH   SOLE   0 0 29,005
AMERICAN PUBLIC EDUCATION COM 02913V103 1,924 86,455 SH   SOLE   0 0 86,455
AMERIPRISE FINANCIAL COM 03076C106 26,875 89,092 SH   SOLE   0 0 89,092
AMN HEALTHCARE SERVICES COM 001744101 14,542 118,872 SH   SOLE   0 0 118,872
AMPHENOL CORPCL A COM 032095101 1,273 14,554 SH   SOLE   0 0 14,554
ANTHEM INC COM 036752103 30,802 66,450 SH   SOLE   0 0 66,450
APPLE INC COM 037833100 1,335 7,516 SH   SOLE   0 0 7,516
APRIA INC COM 03836A101 5,468 167,730 SH   SOLE   0 0 167,730
ARTESIAN RESOURCES CORP COM 043113208 2,560 55,261 SH   SOLE   0 0 55,261
ASSOCIATED BANC CORP COM 045487105 22,600 1,000,451 SH   SOLE   0 0 1,000,451
AVAYA HOLDINGS CORP COM 05351X101 545 27,535 SH   SOLE   0 0 27,535
AXOS FINANCIAL INC COM 05465C100 14,119 252,534 SH   SOLE   0 0 252,534
AXT INC COM 00246W103 3,818 433,345 SH   SOLE   0 0 433,345
BABCOCK WILCOX COM 05614L209 5,881 651,962 SH   SOLE   0 0 651,962
BANC OF CALIFORNIA COM 05990K106 4,236 215,915 SH   SOLE   0 0 215,915
BANK OF NEW YORK MELLON COM 064058100 20,570 354,170 SH   SOLE   0 0 354,170
BANNER CORP COM 06652V208 742 12,225 SH   SOLE   0 0 12,225
BAR HARBOR BANKSHARES COM 066849100 2,897 100,150 SH   SOLE   0 0 100,150
BARRETT BUSINESS SVCS INC COM 068463108 4,726 68,435 SH   SOLE   0 0 68,435
BASSETT FURNITURE COM 070203104 1,052 62,760 SH   SOLE   0 0 62,760
BEACON ROOFING SUPPLY INC COM 073685109 14,546 253,629 SH   SOLE   0 0 253,629
BEAZER HOMES USA COM 07556Q881 5,528 238,050 SH   SOLE   0 0 238,050
BENCHMARK ELECTRONICS COM 08160H101 4,407 162,605 SH   SOLE   0 0 162,605
BERRY CORP COM 08579X101 3,066 364,105 SH   SOLE   0 0 364,105
BILLCOM HOLDINGS COM 090043100 793 3,181 SH   SOLE   0 0 3,181
BIOTECHNE CORP COM 09073M104 592 1,145 SH   SOLE   0 0 1,145
BIOMARIN PHARMACEUTICAL COM 09061G101 212 2,401 SH   SOLE   0 0 2,401
BOISE CASCADE CO COM 09739D100 5,269 74,003 SH   SOLE   0 0 74,003
BRIDGEWATER BANCSHARES COM 108621103 1,228 69,435 SH   SOLE   0 0 69,435
CABOT CORP COM 127055101 10,344 184,061 SH   SOLE   0 0 184,061
CADENCE DESIGN SYS INC COM 127387108 517 2,777 SH   SOLE   0 0 2,777
CAESARS ENTERTAINMENT COM 12769G100 229 2,447 SH   SOLE   0 0 2,447
CALERES INC COM 129500104 10,683 471,031 SH   SOLE   0 0 471,031
CAMPING WORLD HOLDINGS COM 13462K109 13,679 338,578 SH   SOLE   0 0 338,578
CARPENTER TECHNOLOGY COM 144285103 477 16,355 SH   SOLE   0 0 16,355
CATERPILLAR INC COM 149123101 25,717 124,392 SH   SOLE   0 0 124,392
CECO ENVIRONMENTAL COM 125141101 2,974 477,425 SH   SOLE   0 0 477,425
CENTENE CORP COM 15135B101 25,593 310,595 SH   SOLE   0 0 310,595
CENTURY CASINOS INC COM 156492100 6,190 508,195 SH   SOLE   0 0 508,195
CENTURY COMMUNITIES INC COM 156504300 608 7,430 SH   SOLE   0 0 7,430
CH ROBINSON COM 12541W209 19,289 179,215 SH   SOLE   0 0 179,215
CHIPOTLE MEXICAN GRILL COM 169656105 233 133 SH   SOLE   0 0 133
CISCO SYSTEMS COM 17275R102 34,487 544,210 SH   SOLE   0 0 544,210
CITI TRENDS INC COM 17306X102 6,414 67,695 SH   SOLE   0 0 67,695
CITIGROUP INC COM 172967424 21,764 360,396 SH   SOLE   0 0 360,396
CITIZENS FINANCIAL GROUP COM 174610105 18,314 387,604 SH   SOLE   0 0 387,604
CIVITAS RESOURCES COM 17888H103 201 4,110 SH   SOLE   0 0 4,110
CNO FINANCIAL GROUP INC COM 12621E103 17,601 738,280 SH   SOLE   0 0 738,280
CNX RESOURCES CORP COM 12653C108 13,471 979,689 SH   SOLE   0 0 979,689
COHU INC COM 192576106 12,664 332,463 SH   SOLE   0 0 332,463
COLUMBUS MCKINNON COM 199333105 5,782 124,990 SH   SOLE   0 0 124,990
COMCAST CORPCLASS A COM 20030N101 20,646 410,205 SH   SOLE   0 0 410,205
COMMERCIAL METALS COM 201723103 11,774 324,448 SH   SOLE   0 0 324,448
COMPUTER PROGRAMS SYSTEMS COM 205306103 4,878 166,480 SH   SOLE   0 0 166,480
COMPUTER TASK GROUP COM 205477102 2,291 229,785 SH   SOLE   0 0 229,785
COMSTOCK RESOURCES INC COM 205768302 10,558 1,305,129 SH   SOLE   0 0 1,305,129
COMTECH TELECOM COM 205826209 3,471 146,500 SH   SOLE   0 0 146,500
CONOCOPHILLIPS COM 20825C104 25,583 354,430 SH   SOLE   0 0 354,430
COSTCO CORP COM 22160K105 423 745 SH   SOLE   0 0 745
COVENANT LOGISTICS COM 22284P105 5,952 225,190 SH   SOLE   0 0 225,190
COWEN INCCLASS A COM 223622606 4,080 113,025 SH   SOLE   0 0 113,025
CRA INTERNATIONAL COM 12618T105 5,596 59,935 SH   SOLE   0 0 59,935
CRANE CO COM 224399105 17,788 174,851 SH   SOLE   0 0 174,851
CSG SYS INTL INC COM 126349109 12,163 211,090 SH   SOLE   0 0 211,090
CULP INC COM 230215105 1,735 182,400 SH   SOLE   0 0 182,400
CURTISSWRIGHT CORP COM 231561101 12,706 91,624 SH   SOLE   0 0 91,624
CUSTOMERS BANCORP INC COM 23204G100 587 8,985 SH   SOLE   0 0 8,985
CVS HEALTH COM 126650100 33,920 328,810 SH   SOLE   0 0 328,810
DANA HOLDING CORP COM 235825205 15,847 694,436 SH   SOLE   0 0 694,436
DANAHER CORP COM 235851102 272 828 SH   SOLE   0 0 828
DATADOG INC CL A COM 23804L103 579 3,252 SH   SOLE   0 0 3,252
DELEK US HOLDINGS INC COM 24665A103 185 12,340 SH   SOLE   0 0 12,340
DEVON ENERGY CORPORATION COM 25179M103 354 8,028 SH   SOLE   0 0 8,028
DHT HOLDINGS INC COM Y2065G121 6,179 1,190,585 SH   SOLE   0 0 1,190,585
DIME COMMUNITY BANCSHARES COM 25432X102 4,964 141,181 SH   SOLE   0 0 141,181
DOMINO'S PIZZA INC COM 25754A201 339 600 SH   SOLE   0 0 600
DR HORTON INC COM 23331A109 30,893 284,862 SH   SOLE   0 0 284,862
EAGLE MATERIALS INC COM 26969P108 23,711 142,445 SH   SOLE   0 0 142,445
EAGLE PHARMACEUTICALS INC COM 269796108 3,140 61,665 SH   SOLE   0 0 61,665
EARTHSTONE ENERGY COM 27032D304 3,377 308,655 SH   SOLE   0 0 308,655
EDWARDS LIFESCIENCES CORP COM 28176E108 1,251 9,656 SH   SOLE   0 0 9,656
EMCOR GROUP INC COM 29084Q100 24,001 188,405 SH   SOLE   0 0 188,405
EMCORE CORP COM 290846203 4,462 639,250 SH   SOLE   0 0 639,250
EMERSON ELECTRIC CO COM 291011104 210 2,254 SH   SOLE   0 0 2,254
ENCORE WIRE CORP COM 292562105 218 1,525 SH   SOLE   0 0 1,525
ENERPLUS CORPORATION COM 292766102 16,792 1,587,148 SH   SOLE   0 0 1,587,148
ENERSYS COM 29275Y102 9,953 125,887 SH   SOLE   0 0 125,887
ENTEGRIS INC COM 29362U104 321 2,314 SH   SOLE   0 0 2,314
ENTRAVISION COMM A COM 29382R107 3,708 546,935 SH   SOLE   0 0 546,935
EOG RESOURCES COM 26875P101 19,234 216,521 SH   SOLE   0 0 216,521
EPAM SYSTEMS INC COM 29414B104 294 440 SH   SOLE   0 0 440
ESTEE LAUDER A COM 518439104 308 832 SH   SOLE   0 0 832
EVOLUTION PETROLEUM COM 30049A107 2,715 537,722 SH   SOLE   0 0 537,722
EXELON CORP COM COM 30161N101 37,809 654,580 SH   SOLE   0 0 654,580
FACEBOOK INCA COM 30303M102 1,246 3,703 SH   SOLE   0 0 3,703
FB FINANCIAL CORP COM 30257X104 319 7,279 SH   SOLE   0 0 7,279
FEDERAL AGRIC MTG C COM 313148306 4,256 34,345 SH   SOLE   0 0 34,345
FINANCIAL INSTNS INC COM 317585404 5,703 179,330 SH   SOLE   0 0 179,330
FIRST BANCORP INC ME COM 31866P102 2,163 68,900 SH   SOLE   0 0 68,900
FIRST BANK COM 31931U102 1,302 89,750 SH   SOLE   0 0 89,750
FIRST FINANCIAL COM 320218100 4,730 104,435 SH   SOLE   0 0 104,435
FIRST INTERNET BANC COM 320557101 4,986 106,000 SH   SOLE   0 0 106,000
FIVE BELOW COM 33829M101 351 1,698 SH   SOLE   0 0 1,698
FNB CORP COM 302520101 17,090 1,408,879 SH   SOLE   0 0 1,408,879
FORTINET INC COM 34959E109 487 1,355 SH   SOLE   0 0 1,355
FULTON FINL CORP PA COM 360271100 15,643 920,160 SH   SOLE   0 0 920,160
GENERAL DYNAMICS COM 369550108 25,002 119,930 SH   SOLE   0 0 119,930
GENESCO COM 371532102 6,570 102,380 SH   SOLE   0 0 102,380
GLOBAL SHIP LEASE INC CL A COM Y27183600 6,060 264,530 SH   SOLE   0 0 264,530
GLOBANT COM L44385109 595 1,893 SH   SOLE   0 0 1,893
GOLDMAN SACHS COM 38141G104 34,360 89,819 SH   SOLE   0 0 89,819
GOODYEAR TIRE RUBBER CO COM 382550101 5,721 268,355 SH   SOLE   0 0 268,355
GRAFTECH INTL COM 384313508 15,425 1,303,877 SH   SOLE   0 0 1,303,877
GREAT LAKES DREDGE DOCK COM 390607109 5,416 344,550 SH   SOLE   0 0 344,550
GREENHILL CO INC COM 395259104 5,027 280,375 SH   SOLE   0 0 280,375
GROUP 1 AUTOMOTIVE INC COM 398905109 21,874 112,049 SH   SOLE   0 0 112,049
GUESS INC COM 401617105 17,031 719,194 SH   SOLE   0 0 719,194
GXO LOGISTICS INC COM 36262G101 431 4,747 SH   SOLE   0 0 4,747
HANCOCK WHITNEY CORP COM 410120109 22,293 445,684 SH   SOLE   0 0 445,684
HANGER INC COM 41043F208 4,280 236,085 SH   SOLE   0 0 236,085
HANMI FINANCIAL CORP COM 410495204 5,204 219,745 SH   SOLE   0 0 219,745
HAWKINS INC COM 420261109 2,246 56,937 SH   SOLE   0 0 56,937
HAYNES INTERNATIONAL COM 420877201 2,723 67,510 SH   SOLE   0 0 67,510
HCI GROUP INC COM 40416E103 1,278 15,300 SH   SOLE   0 0 15,300
HERSHEY COMPANY COM 427866108 281 1,450 SH   SOLE   0 0 1,450
HILLENBRAND INC COM 431571108 13,689 263,308 SH   SOLE   0 0 263,308
HOME DEPOT INC COM 437076102 425 1,023 SH   SOLE   0 0 1,023
HOMESTREET INC COM 43785V102 4,691 90,215 SH   SOLE   0 0 90,215
HOMETRUST BANCSHARES COM 437872104 3,892 125,625 SH   SOLE   0 0 125,625
HONEYWELL INTERNATIONAL COM 438516106 263 1,259 SH   SOLE   0 0 1,259
HORIZON BANCORP INC COM 440407104 3,986 191,156 SH   SOLE   0 0 191,156
HP INC COM 40434L105 10,633 282,275 SH   SOLE   0 0 282,275
HUBSPOT INC COM 443573100 292 443 SH   SOLE   0 0 443
HUNTINGTON BANCSHARES INC COM 446150104 22,863 1,482,675 SH   SOLE   0 0 1,482,675
IDEXX LABORATORIES INC COM 45168D104 408 620 SH   SOLE   0 0 620
IDT CORP CL B COM 448947507 4,674 105,845 SH   SOLE   0 0 105,845
IMAX CORP COM 45245E109 5,002 280,375 SH   SOLE   0 0 280,375
INDEPENDENT BANK MI COM 453838609 5,715 239,425 SH   SOLE   0 0 239,425
INSPIRED ENTERTAINMENT COM 45782N108 3,555 274,325 SH   SOLE   0 0 274,325
INTERCONTINENTAL EXCH COM 45866F104 415 3,036 SH   SOLE   0 0 3,036
INTERNATIONAL SEAWAYS INC COM Y41053102 3,000 204,370 SH   SOLE   0 0 204,370
INTL GAME TECHNOLOGY COM G4863A108 13,383 462,933 SH   SOLE   0 0 462,933
IRONWOOOD PHARMA CL A COM 46333X108 9,651 827,733 SH   SOLE   0 0 827,733
JABIL INC COM 466313103 11,955 169,930 SH   SOLE   0 0 169,930
JAMF HOLDING CORP COM 47074L105 682 17,937 SH   SOLE   0 0 17,937
JOHNSON JOHNSON COM 478160104 57,832 338,060 SH   SOLE   0 0 338,060
JOHNSON CONTROLS INTL COM G51502105 21,756 267,569 SH   SOLE   0 0 267,569
JPMORGAN CHASE COM 46625H100 53,633 338,699 SH   SOLE   0 0 338,699
JUNIPER NETWORKS INC COM 48203R104 22,410 627,560 SH   SOLE   0 0 627,560
KB HOME COM 48666K109 8,944 199,965 SH   SOLE   0 0 199,965
KBR INC COM 48242W106 27,842 584,661 SH   SOLE   0 0 584,661
KELLY SERVICES INC A COM 488152208 2,662 158,765 SH   SOLE   0 0 158,765
KENNAMETAL INC COM 489170100 9,911 276,003 SH   SOLE   0 0 276,003
KEYSIGHT TECHNOLOGIES COM 49338L103 385 1,865 SH   SOLE   0 0 1,865
KIMBALL ELECTRONICS COM 49428J109 3,276 150,570 SH   SOLE   0 0 150,570
KIMBALL INTL COM 494274103 3,570 349,022 SH   SOLE   0 0 349,022
KIRKLANDS INC COM 497498105 2,734 183,110 SH   SOLE   0 0 183,110
KLA CORP COM 482480100 326 759 SH   SOLE   0 0 759
KONTOOR BRANDS COM 50050N103 15,548 303,374 SH   SOLE   0 0 303,374
KORNIT DIGITAL LTD COM M6372Q113 413 2,711 SH   SOLE   0 0 2,711
KROGER CO COM 501044101 31,288 691,286 SH   SOLE   0 0 691,286
KULICKE SOFFA INDS COM 501242101 14,366 237,293 SH   SOLE   0 0 237,293
LAKELAND BANCORP COM 511637100 5,614 295,650 SH   SOLE   0 0 295,650
LAM RESEARCH CORP COM 512807108 25,840 35,931 SH   SOLE   0 0 35,931
LANDSEA HOMES CORP COM 51509P103 2,887 394,430 SH   SOLE   0 0 394,430
LAZARD LTDCL A COM G54050102 14,446 331,110 SH   SOLE   0 0 331,110
LENNOX INTL INC COM 526107107 241 743 SH   SOLE   0 0 743
LULULEMON ATHLETICA INC COM 550021109 959 2,451 SH   SOLE   0 0 2,451
LUTHER BURBANK CORP COM 550550107 2,524 179,765 SH   SOLE   0 0 179,765
MI HOMES INC COM 55305B101 9,235 148,528 SH   SOLE   0 0 148,528
MARIVAI LIFESCIENCES COM 56600D107 680 16,238 SH   SOLE   0 0 16,238
MASTEC INC COM 576323109 6,822 73,925 SH   SOLE   0 0 73,925
MEDNAX COM 58502B106 12,528 460,403 SH   SOLE   0 0 460,403
MEDTRONIC PLC COM G5960L103 17,885 172,890 SH   SOLE   0 0 172,890
META FINANCIAL GROUP COM 59100U108 291 4,880 SH   SOLE   0 0 4,880
MGIC INVT CORP WIS COM 552848103 18,277 1,267,501 SH   SOLE   0 0 1,267,501
MICROCHIP TECHNOLOGY INC COM 595017104 265 3,043 SH   SOLE   0 0 3,043
MICROSOFT CORP COM 594918104 1,385 4,119 SH   SOLE   0 0 4,119
MINERALS TECHNOLOGIES INC COM 603158106 11,586 158,393 SH   SOLE   0 0 158,393
MISTRAS GROUP COM 60649T107 2,648 356,450 SH   SOLE   0 0 356,450
MOLINA HEALTHCARE INC COM COM 60855R100 271 851 SH   SOLE   0 0 851
MONOLITHIC POWER SYSTEMS COM 609839105 335 679 SH   SOLE   0 0 679
MOOG INC CL A COM 615394202 327 4,040 SH   SOLE   0 0 4,040
MOSAIC COTHE COM 61945C103 18,689 475,665 SH   SOLE   0 0 475,665
MOTORCAR PARTS OF AMERICA COM 620071100 2,815 164,900 SH   SOLE   0 0 164,900
MSCI INC COM 55354G100 318 519 SH   SOLE   0 0 519
MURPHY OIL CORP COM 626717102 11,548 442,265 SH   SOLE   0 0 442,265
MYERS INDS INC COM 628464109 3,313 165,573 SH   SOLE   0 0 165,573
NATERA INC COM 632307104 319 3,420 SH   SOLE   0 0 3,420
NATIONAL FUEL GAS CO COM 636180101 19,607 306,645 SH   SOLE   0 0 306,645
NATURAL GAS SERVICES GROUP COM 63886Q109 3,094 295,490 SH   SOLE   0 0 295,490
NETFLIX INC COM 64110L106 319 529 SH   SOLE   0 0 529
NIKE INC CL B COM 654106103 356 2,137 SH   SOLE   0 0 2,137
NORTHEAST BANCORP COM 66405S100 3,589 100,435 SH   SOLE   0 0 100,435
NORTHWEST PIPE COM 667746101 5,057 159,010 SH   SOLE   0 0 159,010
NOW INC COM 67011P100 3,122 365,565 SH   SOLE   0 0 365,565
NVE CORP COM 629445206 2,831 41,450 SH   SOLE   0 0 41,450
NVENT ELECTRIC PLC COM G6700G107 12,112 318,729 SH   SOLE   0 0 318,729
NVIDIA CORP COM 67066G104 982 3,340 SH   SOLE   0 0 3,340
O'REILLY AUTOMOTIVE INC COM 67103H107 434 614 SH   SOLE   0 0 614
OCEANEERING INTL INC COM 675232102 134 11,845 SH   SOLE   0 0 11,845
OCEANFIRST FINL CORP COM 675234108 502 22,595 SH   SOLE   0 0 22,595
OIL STATES INTERNATIONAL INC COM 678026105 11,580 2,330,033 SH   SOLE   0 0 2,330,033
OLD DOMINION FREIGHT LINE COM 679580100 457 1,276 SH   SOLE   0 0 1,276
OLD NATIONAL BANCORP COM 680033107 10,952 604,394 SH   SOLE   0 0 604,394
OLYMPIC STEEL INC COM 68162K106 3,749 159,511 SH   SOLE   0 0 159,511
ON SEMICONDUCTOR CORP COM 682189105 313 4,615 SH   SOLE   0 0 4,615
ORACLE CORPORATION COM 68389X105 19,996 229,290 SH   SOLE   0 0 229,290
ORION GROUP HLDGS COM 68628V308 2,007 532,246 SH   SOLE   0 0 532,246
OTTER TAIL CORP COM 689648103 616 8,620 SH   SOLE   0 0 8,620
PACKAGING CORP OF AMERICA COM 695156109 14,488 106,410 SH   SOLE   0 0 106,410
PALO ALTO NETWORKS INC COM 697435105 372 668 SH   SOLE   0 0 668
PATTERSON COS INC COM 703395103 274 9,350 SH   SOLE   0 0 9,350
PAYLOCITY HOLDING COM 70438V106 240 1,018 SH   SOLE   0 0 1,018
PAYPAL INC COM 70450Y103 498 2,641 SH   SOLE   0 0 2,641
PCTEL INC COM 69325Q105 2,073 365,670 SH   SOLE   0 0 365,670
PEOPLES BANCORP INC COM 709789101 5,814 182,760 SH   SOLE   0 0 182,760
PFIZER INC COM 717081103 26,643 451,195 SH   SOLE   0 0 451,195
PORTLAND GENERAL ELECTRIC COM 736508847 409 7,735 SH   SOLE   0 0 7,735
PREMIER FINANCIAL CORP COM 74052F108 4,834 156,403 SH   SOLE   0 0 156,403
PRESTIGE CONSUMER HEALTHCARE COM 74112D101 9,395 154,913 SH   SOLE   0 0 154,913
PRIMIS FINANCIAL CORP COM 74167B109 5,357 356,195 SH   SOLE   0 0 356,195
PROGRESS SOFTWARE CORP COM COM 743312100 10,530 218,151 SH   SOLE   0 0 218,151
PRUDENTIAL FINANCIAL COM 744320102 26,110 241,225 SH   SOLE   0 0 241,225
QUEST DIAGNOSTICS INC COM 74834L100 19,817 114,545 SH   SOLE   0 0 114,545
RADIAN GROUP INC COM 750236101 7,336 347,171 SH   SOLE   0 0 347,171
RAMACO RESOURCES INC COM 75134P303 2,111 155,255 SH   SOLE   0 0 155,255
REGENERON PHARMA COM 75886F107 20,915 33,118 SH   SOLE   0 0 33,118
REPLIGEN CORP COM 759916109 309 1,167 SH   SOLE   0 0 1,167
RITE AID CORP COM 767754872 3,513 239,175 SH   SOLE   0 0 239,175
ROCKWELL AUTOMATION COM 773903109 392 1,123 SH   SOLE   0 0 1,123
RUMBLEON INC COM 781386305 5,304 127,745 SH   SOLE   0 0 127,745
SALESFORCE COM 79466L302 250 985 SH   SOLE   0 0 985
SALLY BEAUTY HOLDINGS INC COM 79546E104 9,495 514,336 SH   SOLE   0 0 514,336
SANMINA SCI CORP COM 801056102 10,493 253,095 SH   SOLE   0 0 253,095
SCHLUMBERGER LTD COM 806857108 15,244 508,970 SH   SOLE   0 0 508,970
SCIENCE APPLICATIONS INTL COM 808625107 15,911 190,345 SH   SOLE   0 0 190,345
SEAGEN INC COM 81181C104 220 1,422 SH   SOLE   0 0 1,422
SELECT MEDICAL HOLDINGS COM 81619Q105 11,085 377,037 SH   SOLE   0 0 377,037
SHOE CARNIVAL COM 824889109 6,066 155,230 SH   SOLE   0 0 155,230
SHYFT GROUP INC COM 825698103 3,621 73,700 SH   SOLE   0 0 73,700
SIERRA BANCORP COM 82620P102 4,910 180,860 SH   SOLE   0 0 180,860
SIERRA WIRELESS INC COM 826516106 2,587 146,825 SH   SOLE   0 0 146,825
SIGNATURE BANK COM 82669G104 514 1,589 SH   SOLE   0 0 1,589
SILICOM LTD COM M84116108 2,565 49,700 SH   SOLE   0 0 49,700
SMART GLOBAL HOLDINGS COM G8232Y101 3,888 54,775 SH   SOLE   0 0 54,775
SMARTFINANCIAL INC COM 83190L208 4,640 169,605 SH   SOLE   0 0 169,605
SPARTANNASH COM 847215100 4,820 187,101 SH   SOLE   0 0 187,101
SPECTRUM BRANDS HOLDINGS COM 84790A105 7,433 73,072 SH   SOLE   0 0 73,072
SPOK HOLDINGS COM 84863T106 2,794 299,500 SH   SOLE   0 0 299,500
SPROUTS FARMERS MARKETS COM 85208M102 234 7,875 SH   SOLE   0 0 7,875
STANLEY BLACK DECKER INC COM 854502101 22,487 119,220 SH   SOLE   0 0 119,220
STARBUCKS CORP COM 855244109 639 5,464 SH   SOLE   0 0 5,464
STERIS PLC COM G8473T100 411 1,688 SH   SOLE   0 0 1,688
STERLING CONSTRUCTION COM 859241101 5,812 220,970 SH   SOLE   0 0 220,970
SYNOPSYS INC COM 871607107 341 925 SH   SOLE   0 0 925
TARGET CORP COM 87612E106 29,385 126,965 SH   SOLE   0 0 126,965
TESLA MOTORS INC COM 88160R101 897 849 SH   SOLE   0 0 849
TETRA TECHNOLOGIES INC COM 88162F105 3,534 1,244,366 SH   SOLE   0 0 1,244,366
TIMKEN CO COM 887389104 4,319 62,326 SH   SOLE   0 0 62,326
TJX COMPANIES INC COM 872540109 219 2,890 SH   SOLE   0 0 2,890
TOWER SEMICONDUCTOR LTD COM M87915274 17,376 437,912 SH   SOLE   0 0 437,912
TRIMBLE NAVIGATION LTD COM 896239100 221 2,530 SH   SOLE   0 0 2,530
TTM TECHNOLOGIES COM 87305R109 14,883 998,842 SH   SOLE   0 0 998,842
TUTOR PERINI CORP COM 901109108 4,198 339,385 SH   SOLE   0 0 339,385
TYSON FOODS A COM 902494103 25,924 297,435 SH   SOLE   0 0 297,435
UFP INDUSTRIES INC COM 90278Q108 21,912 238,143 SH   SOLE   0 0 238,143
ULTA BEAUTY INC COM 90384S303 240 583 SH   SOLE   0 0 583
ULTRA CLEAN HOLDINGS COM 90385V107 19,488 339,743 SH   SOLE   0 0 339,743
UMPQUA HLDGS CORP COM 904214103 13,892 722,031 SH   SOLE   0 0 722,031
UNITED HEALTH GROUP COM 91324P102 839 1,670 SH   SOLE   0 0 1,670
UNITED RENTALS INC COM 911363109 19,273 58,000 SH   SOLE   0 0 58,000
UNITIL CORP COM 913259107 2,768 60,180 SH   SOLE   0 0 60,180
UNIVAR SOLUTIONS INC COM 91336L107 17,577 619,988 SH   SOLE   0 0 619,988
UNIVERSAL ELECTRONICS COM 913483103 5,239 128,553 SH   SOLE   0 0 128,553
UNIVERSAL STAINLESS COM 913837100 1,208 152,135 SH   SOLE   0 0 152,135
UNUM GROUP COM 91529Y106 15,277 621,771 SH   SOLE   0 0 621,771
US FOODS HOLDING COM 912008109 262 7,518 SH   SOLE   0 0 7,518
VAREX IMAGING CORP COM 92214X106 7,001 221,893 SH   SOLE   0 0 221,893
VENATOR MATERIALS PLC COM G9329Z100 1,686 663,770 SH   SOLE   0 0 663,770
VERISK ANALYTICS A COM 92345Y106 373 1,629 SH   SOLE   0 0 1,629
VERIZON COMM INC COM 92343V104 30,892 594,542 SH   SOLE   0 0 594,542
VISHAY INTERTECHNOLOGY INC COM 928298108 17,430 796,997 SH   SOLE   0 0 796,997
VISHAY PRECISION GROUP COM 92835K103 3,117 83,965 SH   SOLE   0 0 83,965
VISTA OUTDOOR COM 928377100 5,745 124,711 SH   SOLE   0 0 124,711
WABASH NATIONAL CORP COM 929566107 4,329 221,770 SH   SOLE   0 0 221,770
WASHINGTON FEDERAL INC COM 938824109 9,664 289,523 SH   SOLE   0 0 289,523
WASHINGTON TRUST BANCORP COM 940610108 4,520 80,190 SH   SOLE   0 0 80,190
WATERSTONE FINANCIAL INC COM 94188P101 5,518 252,435 SH   SOLE   0 0 252,435
WERNER ENTERPRISES INC COM 950755108 12,683 266,120 SH   SOLE   0 0 266,120
WESBANCO INC COM 950810101 9,339 266,893 SH   SOLE   0 0 266,893
WESCO INTERNATIONAL INC COM 95082P105 857 6,510 SH   SOLE   0 0 6,510
WHITING PETE CORP COM 966387508 11,527 178,218 SH   SOLE   0 0 178,218
WILLIAMSSONOMA INC COM 969904101 306 1,812 SH   SOLE   0 0 1,812
WINNEBAGO INDS COM 974637100 8,089 107,962 SH   SOLE   0 0 107,962
WINTRUST FINL CORP COM 97650W108 9,770 107,571 SH   SOLE   0 0 107,571
WOLVERINE WORLD WIDE INC COM 978097103 223 7,725 SH   SOLE   0 0 7,725
WORTHINGTON INDUSTRIES COM 981811102 10,848 198,462 SH   SOLE   0 0 198,462
XPERI HOLDING COM 98390M103 7,307 386,426 SH   SOLE   0 0 386,426
XYLEM INC COM 98419M100 327 2,724 SH   SOLE   0 0 2,724
ZOETIS INC COM 98978V103 1,429 5,855 SH   SOLE   0 0 5,855
ZSCALER INC COM 98980G102 905 2,815 SH   SOLE   0 0 2,815
ROYAL DUTCH SHELL PLC ADR ADR 780259107 18,171 419,159 SH   SOLE   0 0 419,159
SILICON MOTION TECHNOLADR ADR 82706C108 234 2,465 SH   SOLE   0 0 2,465