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 | 17,367 | 142,035 | SH | SOLE | 71,209 | 36,075 | 34,751 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 36,809 | 347,385 | SH | SOLE | 180,375 | 86,425 | 80,585 | ||
| Atlantica Sustainable Infrastructure | COM | G0751N103 | 30,145 | 1,146,190 | SH | SOLE | 589,767 | 268,590 | 287,833 | ||
| Cavco Industries Inc. | COM | 149568107 | 14,144 | 68,740 | SH | SOLE | 35,595 | 18,090 | 15,055 | ||
| CBIZ Inc. | COM | 124805102 | 8,087 | 189,035 | SH | SOLE | 99,430 | 45,735 | 43,870 | ||
| Century Communities Inc. | COM | 156504300 | 25,668 | 600,000 | SH | SOLE | 298,845 | 140,375 | 160,780 | ||
| Clearfield Inc | COM | 18482P103 | 38,902 | 371,773 | SH | SOLE | 197,628 | 87,585 | 86,560 | ||
| Columbia Banking Systems Inc. | COM | 197236102 | 15,587 | 539,525 | SH | SOLE | 273,675 | 143,550 | 122,300 | ||
| Columbus McKinnon Corp. | COM | 199333105 | 15,808 | 604,264 | SH | SOLE | 296,625 | 152,540 | 155,099 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 58,197 | 597,933 | SH | SOLE | 320,283 | 135,550 | 142,100 | ||
| Dycom Industries Inc. | COM | 267475101 | 32,159 | 336,635 | SH | SOLE | 175,545 | 82,165 | 78,925 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 38,462 | 261,006 | SH | SOLE | 137,748 | 58,405 | 64,853 | ||
| Fabrinet | COM | G3323L100 | 54,098 | 566,773 | SH | SOLE | 296,662 | 133,385 | 136,726 | ||
| Federal Signal Corp. | COM | 313855108 | 29,296 | 784,995 | SH | SOLE | 412,153 | 185,245 | 187,597 | ||
| First Merchants Corp. | COM | 320817109 | 14,522 | 375,430 | SH | SOLE | 197,105 | 86,495 | 91,830 | ||
| FormFactor Inc. | COM | 346375108 | 12,703 | 507,125 | SH | SOLE | 253,450 | 137,325 | 116,350 | ||
| Fox Factory Holding Corp. | COM | 35138V102 | 10,513 | 132,940 | SH | SOLE | 68,935 | 33,500 | 30,505 | ||
| Great Lakes Dredge & Dock Corp. | COM | 390607109 | 6,395 | 843,718 | SH | SOLE | 430,043 | 231,880 | 181,795 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 19,153 | 639,923 | SH | SOLE | 360,136 | 141,775 | 138,012 | ||
| Harmony Biosciences Holdings Inc. | COM | 413197104 | 28,190 | 636,485 | SH | SOLE | 332,265 | 153,760 | 150,460 | ||
| Helen of Troy LTD. | COM | G4388N106 | 9,279 | 96,215 | SH | SOLE | 54,069 | 23,770 | 18,376 | ||
| Inmode LTD. | COM | M5425M103 | 11,315 | 388,705 | SH | SOLE | 203,535 | 92,050 | 93,120 | ||
| Interdigital Inc. | COM | 45867G101 | 17,340 | 428,990 | SH | SOLE | 218,115 | 119,075 | 91,800 | ||
| Korn Ferry | COM | 500643200 | 24,711 | 526,325 | SH | SOLE | 266,325 | 134,150 | 125,850 | ||
| Lakeland Financial Corp. | COM | 511656100 | 23,768 | 326,442 | SH | SOLE | 175,511 | 71,149 | 79,782 | ||
| Lumentum Holdings Inc. | COM | 55024U109 | 19,042 | 277,695 | SH | SOLE | 141,187 | 67,000 | 69,508 | ||
| Methode Electronics Inc. | COM | 591520200 | 11,652 | 313,655 | SH | SOLE | 164,790 | 73,585 | 75,280 | ||
| Modivcare Inc. | COM | 60783X104 | 8,077 | 81,028 | SH | SOLE | 44,642 | 19,050 | 17,336 | ||
| Mueller Water Products Inc. | COM | 624758108 | 6,309 | 614,280 | SH | SOLE | 337,895 | 140,215 | 136,170 | ||
| MYR Group Inc. | COM | 55405W104 | 37,984 | 448,289 | SH | SOLE | 237,459 | 106,590 | 104,240 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 24,695 | 341,521 | SH | SOLE | 180,826 | 82,775 | 77,920 | ||
| NV5 Global Inc. | COM | 62945V109 | 47,514 | 383,737 | SH | SOLE | 200,696 | 90,365 | 92,676 | ||
| OSI Systems Inc. | COM | 671044105 | 24,465 | 339,509 | SH | SOLE | 182,141 | 81,200 | 76,168 | ||
| Pacira Biosciences Inc. | COM | 695127100 | 14,059 | 264,315 | SH | SOLE | 147,665 | 64,575 | 52,075 | ||
| Skyline Champion Corp. | COM | 830830105 | 18,861 | 356,750 | SH | SOLE | 183,325 | 91,760 | 81,665 | ||
| Steven Madden LTD. | COM | 556269108 | 33,030 | 1,238,461 | SH | SOLE | 654,212 | 286,535 | 297,714 | ||
| Tetra Tech Inc. | COM | 88162G103 | 32,091 | 249,680 | SH | SOLE | 130,346 | 61,805 | 57,529 | ||
| Tower Semiconductor LTD. | COM | M87915274 | 22,637 | 515,180 | SH | SOLE | 286,117 | 134,925 | 94,138 | ||
| Veeco Instruments Inc. | COM | 922417100 | 23,516 | 1,283,650 | SH | SOLE | 650,265 | 321,085 | 312,300 | ||
| Verint Systems Inc. | COM | 92343X100 | 13,869 | 413,005 | SH | SOLE | 208,957 | 102,830 | 101,218 | ||
| Visteon Corp. | COM | 92839U206 | 31,385 | 295,915 | SH | SOLE | 154,595 | 72,965 | 68,355 | ||
| WNS Holdings LTD. | COM | 92932M101 | 48,149 | 588,334 | SH | SOLE | 308,961 | 140,500 | 138,873 | ||