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
AMR Corp Escrow com 001ESC102 0 18,000 SH   SOLE   18,000 0 0
Acadia Healthcare Co., Inc. com 00404A109 2,859 47,095 SH   SOLE   28,010 0 19,085
Adtran, Inc. com 00738A106 1,356 59,400 SH   SOLE   59,400 0 0
Aehr Test Systems com 00760J108 2,220 91,800 SH   SOLE   91,800 0 0
Allied Motion Technologies com 019330109 1,244 34,100 SH   SOLE   34,100 0 0
Alpha & Omega Semiconductor com G6331P104 4,481 74,000 SH   SOLE   74,000 0 0
Alphabet, Inc. Cl C com 02079k107 231 80 SH   SOLE   0 0 80
Alphatec Hldgs Inc. com 02081G201 7,706 674,170 SH   SOLE   558,460 0 115,710
Amazon.com com 023135106 333 100 SH   SOLE   0 0 100
Ameresco, Inc. com 02361E108 2,818 34,608 SH   SOLE   34,608 0 0
American Power Corp com 02906T107 0 10,000 SH   SOLE   0 0 10,000
Amgen, Inc. com 031162100 310 1,378 SH   SOLE   0 0 1,378
Amphastar Pharmaceuticals, Inc com 03209R103 314 13,500 SH   SOLE   13,500 0 0
Amtech Systems, Inc. com 032332504 1,013 102,500 SH   SOLE   102,500 0 0
Angiodynamics, Inc. com 03475v101 5,632 204,210 SH   SOLE   167,940 0 36,270
Antares Pharma, Inc. com 036642106 897 251,200 SH   SOLE   251,200 0 0
Apple, Inc. com 037833100 1,091 6,146 SH   SOLE   240 0 5,906
Arco Platform Ltd. Com Cl A com G04553106 261 12,500 SH   SOLE   12,500 0 0
Arconic Corporation com 03966V107 1,894 57,370 SH   SOLE   36,220 0 21,150
Avatar Ventures com 05350B100 0 10,000 SH   SOLE   0 0 10,000
Aviat Networks, Inc. com 05366Y201 2,634 82,107 SH   SOLE   82,107 0 0
Avid Technology, Inc. com 05367P100 1,208 37,100 SH   SOLE   37,100 0 0
Axcelis Technologies com 054540208 11,557 155,000 SH   SOLE   129,980 0 25,020
BJs Wholesale Club Holdings, I com 05550J101 1,653 24,690 SH   SOLE   8,410 0 16,280
BRP Group, Inc. com 05589G102 267 7,400 SH   SOLE   7,400 0 0
Belden, Inc. com 077454106 2,581 39,270 SH   SOLE   24,560 0 14,710
Boot Barn Hldgs, Inc. com 099406100 3,753 30,500 SH   SOLE   30,500 0 0
Builders Firstsource com 12008R107 4,275 49,880 SH   SOLE   29,810 0 20,070
CTS Corp. com 126501105 1,696 46,200 SH   SOLE   46,200 0 0
Cabot Corp. com 127055101 287 5,100 SH   SOLE   5,100 0 0
Cadence Design System, Inc. com 127387108 6,876 36,900 SH   SOLE   36,900 0 0
Camtek, Ltd. com M20791105 2,227 48,380 SH   SOLE   48,380 0 0
CarGurus, Inc. com 141788109 592 17,600 SH   SOLE   14,000 0 3,600
Castle Biosciences, Inc. com 14843C105 1,126 26,260 SH   SOLE   26,260 0 0
Cerus Corp. com 157085101 975 143,100 SH   SOLE   143,100 0 0
ChannelAdvisor Corporation com 159179100 9,446 382,750 SH   SOLE   288,480 0 94,270
Clean Harbors, Inc. com 184496107 289 2,900 SH   SOLE   2,900 0 0
Clearfield, Inc. com 18482P103 3,377 40,000 SH   SOLE   40,000 0 0
Cohu, Inc. com 192576106 1,088 28,576 SH   SOLE   28,576 0 0
Constellium NV Cl A com F21107101 98,356 5,491,697 SH   SOLE   4,064,939 0 1,426,758
Crocs, Inc. com 227046109 6,406 49,960 SH   SOLE   42,840 0 7,120
Cross Country Healthcare, Inc. com 227483104 2,163 77,900 SH   SOLE   77,900 0 0
Cyberoptics Corp. com 232517102 1,800 38,700 SH   SOLE   38,700 0 0
DZS, Inc. com 268211109 1,943 119,800 SH   SOLE   119,800 0 0
Dada Nexus Limited com 23344D108 521 39,600 SH   SOLE   39,600 0 0
Datadog, Inc. Class A com 23804L103 7,623 42,800 SH   SOLE   42,800 0 0
Deckers Outdoor Corp. com 243537107 7,623 20,810 SH   SOLE   15,170 0 5,640
Diodes, Inc. com 254543101 373 3,400 SH   SOLE   3,400 0 0
Dynavax Technologies Corp. com 268158201 1,116 79,300 SH   SOLE   79,300 0 0
Earthstone Energy Inc. com 27032D304 932 85,200 SH   SOLE   85,200 0 0
Employers Holdings, Inc. com 292218104 1,039 25,100 SH   SOLE   25,100 0 0
EnPro Industries, Inc. com 29355x107 1,750 15,900 SH   SOLE   15,900 0 0
Endava Plc Ads com 29260V105 68,711 409,187 SH   SOLE   305,738 0 103,449
Entravision Communications com 29382r107 1,831 270,100 SH   SOLE   270,100 0 0
Everi Hldgs, Inc. com 30034T103 2,430 113,800 SH   SOLE   113,800 0 0
Extreme Networks, Inc. com 30226D106 2,518 160,400 SH   SOLE   160,400 0 0
First Foundation Inc. com 32026V104 838 33,700 SH   SOLE   33,700 0 0
Flexsteel Inds, Inc. com 339382103 806 30,000 SH   SOLE   30,000 0 0
Focus Finl Partners, Inc. com 34417P100 227 3,800 SH   SOLE   3,800 0 0
Forrester Research, Inc. com 346563109 1,744 29,700 SH   SOLE   29,700 0 0
Full House Resorts, Inc. com 359678109 2,307 190,543 SH   SOLE   190,543 0 0
Funko, Inc. com 361008105 1,337 71,100 SH   SOLE   71,100 0 0
Guess, Inc com 401617105 4,849 204,781 SH   SOLE   161,900 0 42,881
Hackett Group, Inc. com 404609109 1,180 57,500 SH   SOLE   57,500 0 0
Halozyme Therapeutics, Inc. com 40637H109 4,248 105,650 SH   SOLE   85,860 0 19,790
Headhunter Group Plc Spon ADR com 42207L106 347 6,800 SH   SOLE   6,800 0 0
Healthstream Inc. com 42222N103 1,779 67,500 SH   SOLE   67,500 0 0
Heidrick & Struggles com 422819102 1,636 37,400 SH   SOLE   37,400 0 0
Houghton Mifflin Harcourt Comp com 44157R109 2,008 124,700 SH   SOLE   124,700 0 0
ICF International, Inc. com 44925C103 1,672 16,300 SH   SOLE   16,300 0 0
Identiv Inc. com 45170X205 1,807 64,200 SH   SOLE   64,200 0 0
Information Svcs Group, Inc. com 45675Y104 1,522 199,800 SH   SOLE   199,800 0 0
Inmode Ltd. com M5425M103 5,604 79,400 SH   SOLE   55,560 0 23,840
Inotiv, Inc. com 45783Q100 987 23,457 SH   SOLE   23,457 0 0
Intel Corporation com 458140100 251 4,880 SH   SOLE   0 0 4,880
Inter Parfums com 458334109 588 5,500 SH   SOLE   5,500 0 0
International Money Express, I com 46005L101 1,100 68,900 SH   SOLE   68,900 0 0
JP Morgan Chase & Company Inc. com 46625H100 641 4,047 SH   SOLE   140 0 3,907
Johnson & Johnson com 478160104 459 2,686 SH   SOLE   0 0 2,686
Johnson Outdoors, Inc. com 479167108 1,321 14,100 SH   SOLE   14,100 0 0
KForce, Inc. com 493732101 1,023 13,600 SH   SOLE   13,600 0 0
Kennametal, Inc. com 489170100 291 8,100 SH   SOLE   8,100 0 0
Knowles Corp. com 49926D109 292 12,500 SH   SOLE   12,500 0 0
Korn Ferry com 500643200 492 6,500 SH   SOLE   6,500 0 0
Lantheus Hldgs Inc. com 516544103 3,094 107,100 SH   SOLE   107,100 0 0
Lifetime Brands, Inc. com 53222q103 965 60,400 SH   SOLE   60,400 0 0
Liveramp Hldgs, Inc. com 53815P108 283 5,900 SH   SOLE   5,900 0 0
M/I Homes, Inc. com 55305B101 2,170 34,900 SH   SOLE   34,900 0 0
Macom Technology Solutions com 55405Y100 478 6,100 SH   SOLE   6,100 0 0
Magnolia Oil & Gas Corp. com 559663109 226 12,000 SH   SOLE   12,000 0 0
Malibu Boats, Inc. com 56117J100 2,234 32,500 SH   SOLE   20,020 0 12,480
Masonite Intl Corp. com 575385109 2,557 21,675 SH   SOLE   17,280 0 4,395
Mastercard, Inc. com 57636Q104 361 1,004 SH   SOLE   0 0 1,004
Materion Corp. com 576690101 6,404 69,657 SH   SOLE   53,842 0 15,815
Maxlinear, Inc. Class A com 57776J100 2,627 34,850 SH   SOLE   11,450 0 23,400
McDonald's Corporation com 580135101 224 834 SH   SOLE   0 0 834
Mercantile Bank Corp. com 587376104 1,395 39,834 SH   SOLE   21,900 0 17,934
Merit Medical System Inc com 589889104 262 4,200 SH   SOLE   4,200 0 0
Microsoft Corp. com 594918104 1,027 3,055 SH   SOLE   0 0 3,055
Model N, Inc. com 607525102 2,648 88,190 SH   SOLE   66,210 0 21,980
Monarch Casino & Resort, Inc. com 609027107 1,804 24,400 SH   SOLE   24,400 0 0
Movado Group, Inc. com 624580106 2,016 48,200 SH   SOLE   48,200 0 0
NOV, Inc. com 62955J103 182 13,400 SH   SOLE   13,400 0 0
Newmont Mining com 651639106 363 5,851 SH   SOLE   400 0 5,451
Nova Measuring Instruments com M7516K103 77,674 530,200 SH   SOLE   394,300 0 135,900
Nvidia Corp. com 67066G104 259 880 SH   SOLE   0 0 880
OOMA Inc. com 683416101 1,192 58,300 SH   SOLE   58,300 0 0
Option Care Health Inc. com 68404L201 307 10,800 SH   SOLE   10,800 0 0
PDC Energy, Inc. com 69327R101 215 4,400 SH   SOLE   4,400 0 0
PROG Holdings, Inc. com 74319R101 203 4,500 SH   SOLE   4,500 0 0
Patrick Industries, Inc. com 703343103 1,194 14,800 SH   SOLE   14,800 0 0
Patterson-Uti Energy, Inc. com 703481101 1,058 125,200 SH   SOLE   125,200 0 0
Perficient Inc. com 71375U101 1,060 8,200 SH   SOLE   8,200 0 0
Perion Network, Ltd. com M78673114 2,059 85,600 SH   SOLE   85,600 0 0
Preformed Line Prods Co. com 740444104 453 7,000 SH   SOLE   7,000 0 0
RF Industries Ltd. com 749552105 520 65,000 SH   SOLE   65,000 0 0
RPC, Inc. com 749660106 860 189,400 SH   SOLE   189,400 0 0
Radnet, Inc. com 750491102 1,614 53,600 SH   SOLE   53,600 0 0
Rapid7, Inc. com 753422104 2,717 23,090 SH   SOLE   12,930 0 10,160
Resmed Inc. com 761152107 378 1,450 SH   SOLE   0 0 1,450
Resources Connection, Inc. com 76122q105 1,905 106,800 SH   SOLE   106,800 0 0
Revolve Group, Inc. com 76156B107 353 6,300 SH   SOLE   6,300 0 0
SP Plus Corporation com 78469C103 1,061 37,600 SH   SOLE   37,600 0 0
Scansource, Inc. com 806037107 1,417 40,400 SH   SOLE   40,400 0 0
Sea Ltd com 81141R100 8,769 39,200 SH   SOLE   39,200 0 0
SeaWorld Entertainment Inc. com 81282v100 1,976 30,460 SH   SOLE   11,020 0 19,440
Shopify, Inc. com 82509L107 3,581 2,600 SH   SOLE   2,600 0 0
Shutterstock, Inc. com 825690100 8,151 73,515 SH   SOLE   49,008 0 24,507
Shyft Group, Inc. com 825698103 1,346 27,400 SH   SOLE   27,400 0 0
Skyline Champion Corporation com 830830105 537 6,800 SH   SOLE   6,800 0 0
Smart Global Hldgs, Inc. com G8232Y101 2,158 30,400 SH   SOLE   30,400 0 0
Sterling Construction Co., Inc com 859241101 1,786 67,900 SH   SOLE   67,900 0 0
Stewart Information Services com 860372101 367 4,600 SH   SOLE   4,600 0 0
Stride, Inc. com 86333M108 373 11,200 SH   SOLE   11,200 0 0
Summit Materials, Inc. com 86614U100 389 9,700 SH   SOLE   9,700 0 0
Synaptics, Inc. com 87157D109 14,945 51,620 SH   SOLE   39,340 0 12,280
Techtarget, Inc. com 87874R100 325 3,400 SH   SOLE   3,400 0 0
Tempur Sealy International, In com 88023U101 1,880 39,983 SH   SOLE   39,713 0 270
Teradata Corp com 88076W103 1,039 24,460 SH   SOLE   22,300 0 2,160
The Travelers Co., Inc. com 89417E109 347 2,218 SH   SOLE   0 0 2,218
Tilly's, Inc. com 886885102 1,123 69,700 SH   SOLE   69,700 0 0
Titan Machinery, Inc. com 88830R101 1,331 39,500 SH   SOLE   39,500 0 0
Titan Oil & Gas, Inc. com 888309101 0 10,000 SH   SOLE   0 0 10,000
Trex Company, Inc. com 89531P105 1,190 8,810 SH   SOLE   1,080 0 7,730
Tri Pointe Homes, Inc. com 87265H109 237 8,500 SH   SOLE   8,500 0 0
UFP Industries, Inc. com 90278Q108 313 3,400 SH   SOLE   3,400 0 0
Ultra Clean Holdings com 90385V107 8,124 141,630 SH   SOLE   124,860 0 16,770
Univar Solutions, Inc. com 91336L107 292 10,300 SH   SOLE   10,300 0 0
Upwork, Inc. com 91688F104 752 22,000 SH   SOLE   22,000 0 0
Varex Imaging Corp. com 92214X106 3,079 97,600 SH   SOLE   97,600 0 0
Veritiv Corp. com 923454102 5,178 42,242 SH   SOLE   42,242 0 0
Verizon Communications com 92343V104 220 4,242 SH   SOLE   0 0 4,242
Vishay Precision Group com 92835K103 1,403 37,800 SH   SOLE   37,800 0 0
Vocera Communications, Inc. com 92857F107 3,976 61,326 SH   SOLE   61,326 0 0
Wal Mart Stores Inc. com 931142103 229 1,581 SH   SOLE   0 0 1,581
Xenacare Hldgs, Inc. com 98401A106 0 140,000 SH   SOLE   0 0 140,000
ZipRecruiter, Inc. com 98980B103 237 9,500 SH   SOLE   9,500 0 0
Zumiez Inc. com 989817101 2,462 51,300 SH   SOLE   51,300 0 0
a.k.a. Brands Hldg Corp. com 00152K101 1,397 151,000 SH   SOLE   151,000 0 0
SPDR S&P 500 ETF Trust com 78462F103 1,709 3,599 SH   SOLE   0 0 3,599