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 |
| Alamo Group Inc. | COM | 011311107 | 24,593 | 171,035 | SH | SOLE | 96,949 | 36,075 | 38,011 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 49,756 | 476,910 | SH | SOLE | 265,775 | 92,350 | 118,785 | ||
| Atlantica Sustainable Infrastructure | COM | G0751N103 | 33,950 | 968,055 | SH | SOLE | 539,037 | 188,700 | 240,318 | ||
| Cavco Industries Inc. | COM | 149568107 | 14,694 | 61,010 | SH | SOLE | 34,635 | 11,700 | 14,675 | ||
| Century Communities Inc. | COM | 156504300 | 38,406 | 716,925 | SH | SOLE | 400,270 | 140,375 | 176,280 | ||
| Columbus Banking Systems Inc. | COM | 197236102 | 21,043 | 652,100 | SH | SOLE | 372,120 | 138,550 | 141,430 | ||
| Columbus McKinnon Corp. | COM | 199333105 | 33,571 | 791,770 | SH | SOLE | 447,710 | 152,200 | 191,860 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 65,842 | 739,713 | SH | SOLE | 420,383 | 135,550 | 183,780 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 74,374 | 519,121 | SH | SOLE | 290,658 | 102,100 | 126,363 | ||
| Fabrinet | COM | G3323L100 | 73,937 | 703,289 | SH | SOLE | 406,573 | 131,400 | 165,316 | ||
| Federal Signal Corp. | COM | 313855108 | 31,470 | 932,450 | SH | SOLE | 521,388 | 181,775 | 229,287 | ||
| First Merchants Corp. | COM | 320817109 | 15,517 | 373,000 | SH | SOLE | 208,910 | 74,125 | 89,965 | ||
| FormFactor Inc. | COM | 346375108 | 28,196 | 670,850 | SH | SOLE | 363,999 | 137,325 | 169,526 | ||
| Great Lakes Dredge & Dock Corp. | COM | 390607109 | 32,794 | 2,337,385 | SH | SOLE | 1,316,393 | 448,775 | 572,217 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 71,139 | 1,499,878 | SH | SOLE | 871,256 | 285,250 | 343,372 | ||
| Helen of Troy LTD. | COM | G4388N106 | 44,899 | 229,263 | SH | SOLE | 131,582 | 43,825 | 53,856 | ||
| Interdigital Inc. | COM | 45867G101 | 39,605 | 620,775 | SH | SOLE | 353,099 | 119,075 | 148,601 | ||
| Ishares Russell 2000 | ETF | 464287655 | 1,375 | 6,700 | SH | SOLE | 0 | 0 | 6,700 | ||
| Korn Ferry | COM | 500643200 | 43,785 | 674,240 | SH | SOLE | 380,000 | 131,075 | 163,165 | ||
| Kulicke & Soffa Industries Inc. | COM | 501242101 | 12,115 | 216,268 | SH | SOLE | 118,995 | 41,200 | 56,073 | ||
| Lakeland Financial Corp. | COM | 511656100 | 29,167 | 399,547 | SH | SOLE | 234,031 | 71,149 | 94,367 | ||
| Lumentum Holdings Inc. | COM | 55024U109 | 32,435 | 332,330 | SH | SOLE | 189,172 | 67,000 | 76,158 | ||
| Maximus Inc. | COM | 577933104 | 33,667 | 449,193 | SH | SOLE | 258,107 | 91,950 | 99,136 | ||
| Medifast Inc. | COM | 58470H101 | 29,661 | 173,680 | SH | SOLE | 98,415 | 33,625 | 41,640 | ||
| Methode Electronics Inc. | COM | 591520200 | 30,337 | 701,445 | SH | SOLE | 405,110 | 123,750 | 172,585 | ||
| MKS Instruments Inc. | COM | 55306N104 | 35,951 | 239,675 | SH | SOLE | 141,773 | 49,425 | 48,477 | ||
| Modivcare Inc. | COM | 60783X104 | 11,037 | 95,648 | SH | SOLE | 53,542 | 19,050 | 23,056 | ||
| Mueller Water Products Inc. | COM | 624758108 | 30,425 | 2,354,850 | SH | SOLE | 1,361,775 | 445,775 | 547,300 | ||
| MYR Group Inc. | COM | 55405W104 | 59,991 | 637,934 | SH | SOLE | 367,109 | 121,275 | 149,550 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 46,399 | 556,613 | SH | SOLE | 320,258 | 110,250 | 126,105 | ||
| NV5 Global Inc. | COM | 62945V109 | 51,038 | 382,878 | SH | SOLE | 215,211 | 72,425 | 95,242 | ||
| OSI Systems Inc. | COM | 671044105 | 38,015 | 446,609 | SH | SOLE | 265,741 | 81,200 | 99,668 | ||
| Pacira Biosciences Inc. | COM | 695127100 | 24,226 | 317,425 | SH | SOLE | 197,050 | 61,875 | 58,500 | ||
| Skyline Campion Corp. | COM | 830830105 | 21,572 | 393,080 | SH | SOLE | 225,980 | 79,950 | 87,150 | ||
| Steven Madden LTD. | COM | 556269108 | 50,405 | 1,304,475 | SH | SOLE | 750,616 | 250,720 | 303,139 | ||
| Tetra Tech Inc. | COM | 88162G103 | 51,983 | 315,165 | SH | SOLE | 176,591 | 62,475 | 76,099 | ||
| Tower Semiconductor LTD. | COM | M87915274 | 32,787 | 677,415 | SH | SOLE | 377,502 | 134,925 | 164,988 | ||
| Veeco Instruments Inc. | COM | 922417100 | 45,946 | 1,689,825 | SH | SOLE | 974,255 | 321,085 | 394,485 | ||
| Verint Systems Inc. | COM | 92343X100 | 21,587 | 417,543 | SH | SOLE | 260,405 | 72,575 | 84,563 | ||
| WNS Holdings LTD. | COM | 92932M101 | 62,376 | 729,634 | SH | SOLE | 413,006 | 140,500 | 176,128 | ||