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 | 19,972 | 171,535 | SH | SOLE | 100,709 | 36,075 | 34,751 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 44,289 | 403,690 | SH | SOLE | 234,390 | 76,475 | 92,825 | ||
| Atlantica Sustainable Infrastructure | COM | G0751N103 | 42,455 | 1,316,030 | SH | SOLE | 760,307 | 268,590 | 287,133 | ||
| Cavco Industries Inc. | COM | 149568107 | 12,161 | 62,050 | SH | SOLE | 35,675 | 11,700 | 14,675 | ||
| Century Communities Inc. | COM | 156504300 | 32,015 | 711,925 | SH | SOLE | 410,770 | 140,375 | 160,780 | ||
| Clearfield Inc | COM | 18482P103 | 11,122 | 179,535 | SH | SOLE | 104,955 | 37,730 | 36,850 | ||
| Columbus Banking Systems Inc. | COM | 197236102 | 19,770 | 690,040 | SH | SOLE | 405,060 | 143,550 | 141,430 | ||
| Columbus McKinnon Corp. | COM | 199333105 | 22,679 | 799,409 | SH | SOLE | 464,910 | 152,540 | 181,959 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 59,420 | 714,608 | SH | SOLE | 429,458 | 135,550 | 149,600 | ||
| Dycom Industries Inc. | COM | 267475101 | 12,092 | 129,965 | SH | SOLE | 74,545 | 29,355 | 26,065 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 60,527 | 410,826 | SH | SOLE | 243,488 | 79,580 | 87,758 | ||
| Fabrinet | COM | G3323L100 | 54,773 | 675,378 | SH | SOLE | 396,767 | 133,385 | 145,226 | ||
| Federal Signal Corp. | COM | 313855108 | 32,050 | 900,270 | SH | SOLE | 533,198 | 181,775 | 185,297 | ||
| First Merchants Corp. | COM | 320817109 | 14,882 | 417,805 | SH | SOLE | 245,835 | 82,005 | 89,965 | ||
| FormFactor Inc. | COM | 346375108 | 25,063 | 647,125 | SH | SOLE | 373,974 | 137,325 | 135,826 | ||
| Great Lakes Dredge & Dock Corp. | COM | 390607109 | 25,153 | 1,918,578 | SH | SOLE | 1,111,661 | 381,415 | 425,502 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 47,403 | 1,252,048 | SH | SOLE | 779,196 | 241,400 | 231,452 | ||
| Harmony Biosciences Holdings Inc. | COM | 413197104 | 18,841 | 386,315 | SH | SOLE | 223,550 | 80,890 | 81,875 | ||
| Helen of Troy LTD. | COM | G4388N106 | 29,507 | 181,685 | SH | SOLE | 108,144 | 34,125 | 39,416 | ||
| Interdigital Inc. | COM | 45867G101 | 37,343 | 614,190 | SH | SOLE | 363,384 | 119,075 | 131,731 | ||
| Ishares Russell 2000 | ETF | 464287655 | 5,064 | 29,900 | SH | SOLE | 29,900 | 0 | 0 | ||
| Korn Ferry | COM | 500643200 | 39,508 | 680,935 | SH | SOLE | 397,400 | 134,150 | 149,385 | ||
| Kulicke & Soffa Industries Inc. | COM | 501242101 | 8,113 | 189,508 | SH | SOLE | 112,160 | 37,200 | 40,148 | ||
| Lakeland Financial Corp. | COM | 511656100 | 25,769 | 387,967 | SH | SOLE | 237,036 | 71,149 | 79,782 | ||
| Lumentum Holdings Inc. | COM | 55024U109 | 26,183 | 329,680 | SH | SOLE | 193,172 | 67,000 | 69,508 | ||
| Maximus Inc. | COM | 577933104 | 20,533 | 328,473 | SH | SOLE | 200,007 | 65,960 | 62,506 | ||
| Medifast Inc. | COM | 58470H101 | 37,403 | 207,205 | SH | SOLE | 120,640 | 41,110 | 45,455 | ||
| Methode Electronics Inc. | COM | 591520200 | 24,841 | 670,650 | SH | SOLE | 405,400 | 123,750 | 141,500 | ||
| MKS Instruments Inc. | COM | 55306N104 | 10,283 | 100,197 | SH | SOLE | 68,933 | 14,000 | 17,264 | ||
| Modivcare Inc. | COM | 60783X104 | 7,920 | 93,723 | SH | SOLE | 55,417 | 19,050 | 19,256 | ||
| Mueller Water Products Inc. | COM | 624758108 | 27,477 | 2,342,475 | SH | SOLE | 1,407,675 | 445,775 | 489,025 | ||
| MYR Group Inc. | COM | 55405W104 | 57,959 | 657,654 | SH | SOLE | 392,389 | 131,235 | 134,030 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 25,869 | 348,826 | SH | SOLE | 212,741 | 63,455 | 72,630 | ||
| NV5 Global Inc. | COM | 62945V109 | 48,599 | 416,302 | SH | SOLE | 240,631 | 80,125 | 95,546 | ||
| OSI Systems Inc. | COM | 671044105 | 37,156 | 434,884 | SH | SOLE | 272,516 | 81,200 | 81,168 | ||
| Pacira Biosciences Inc. | COM | 695127100 | 20,388 | 349,700 | SH | SOLE | 223,970 | 64,575 | 61,155 | ||
| Skyline Champion Corp. | COM | 830830105 | 18,996 | 400,590 | SH | SOLE | 233,590 | 79,950 | 87,050 | ||
| Steven Madden LTD. | COM | 556269108 | 46,596 | 1,446,643 | SH | SOLE | 862,554 | 286,535 | 297,554 | ||
| Tetra Tech Inc. | COM | 88162G103 | 32,267 | 236,305 | SH | SOLE | 138,101 | 46,640 | 51,564 | ||
| Tower Semiconductor LTD. | COM | M87915274 | 28,386 | 614,680 | SH | SOLE | 385,617 | 134,925 | 94,138 | ||
| Veeco Instruments Inc. | COM | 922417100 | 33,049 | 1,703,580 | SH | SOLE | 1,006,485 | 321,085 | 376,010 | ||
| Verint Systems Inc. | COM | 92343X100 | 21,460 | 506,725 | SH | SOLE | 302,677 | 102,830 | 101,218 | ||
| WNS Holdings LTD. | COM | 92932M101 | 53,248 | 713,404 | SH | SOLE | 424,031 | 140,500 | 148,873 | ||