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
A10 Networks, Inc. com 002121101 1,465 110,400 SH   SOLE   110,400 0 0
ABM Industries, Inc. com 000957100 1,082 28,300 SH   SOLE   28,300 0 0
AFYA Ltd. com G01125106 231 17,000 SH   SOLE   17,000 0 0
AMN Healthcare Svcs com 001744101 890 8,400 SH   SOLE   8,400 0 0
AMR Corp Escrow com 001ESC102 0 18,000 SH   SOLE   18,000 0 0
ATI, Inc. com 01741R102 798 30,000 SH   SOLE   30,000 0 0
AXT Inc com 00246W103 1,467 218,900 SH   SOLE   218,900 0 0
Acadia Healthcare Co., Inc. com 00404A109 4,300 55,005 SH   SOLE   36,080 0 18,925
Adtran, Inc. com 00486H105 1,860 95,000 SH   SOLE   95,000 0 0
Aehr Test Systems com 00760J108 7,168 508,339 SH   SOLE   508,339 0 0
Allied Motion Technologies com 019330109 1,090 38,100 SH   SOLE   38,100 0 0
Alpha & Omega Semiconductor com G6331P104 1,498 48,700 SH   SOLE   48,700 0 0
Alphatec Hldgs Inc. com 02081G201 3,955 452,560 SH   SOLE   405,550 0 47,010
Alta Equipment Group, Inc. com 02128L106 914 83,000 SH   SOLE   83,000 0 0
Amazon.com com 023135106 226 2,000 SH   SOLE   0 0 2,000
Ameresco, Inc. com 02361E108 3,856 58,008 SH   SOLE   58,008 0 0
American Power Corp com 02906T107 0 10,000 SH   SOLE   0 0 10,000
Amgen, Inc. com 031162100 311 1,380 SH   SOLE   0 0 1,380
Amphastar Pharmaceuticals, Inc com 03209R103 2,852 101,500 SH   SOLE   101,500 0 0
Amtech Systems, Inc. com 032332504 968 113,900 SH   SOLE   113,900 0 0
Angiodynamics, Inc. com 03475v101 4,243 207,400 SH   SOLE   171,700 0 35,700
Apple, Inc. com 037833100 757 5,478 SH   SOLE   240 0 5,238
Applied Industrial com 03820c105 874 8,500 SH   SOLE   8,500 0 0
Arlo Technologies, Inc. com 04206A101 679 146,400 SH   SOLE   146,400 0 0
Avatar Ventures com 05350B100 0 10,000 SH   SOLE   0 0 10,000
Aviat Networks, Inc. com 05366Y201 2,087 76,207 SH   SOLE   76,207 0 0
Avid Technology, Inc. com 05367P100 877 37,700 SH   SOLE   37,700 0 0
Axcelis Technologies com 054540208 15,335 253,219 SH   SOLE   214,289 0 38,930
Banc of California, Inc. com 05990K106 640 40,100 SH   SOLE   40,100 0 0
Bel Fuse, Inc. com 077347300 2,646 104,800 SH   SOLE   104,800 0 0
Belden, Inc. com 077454106 4,511 75,165 SH   SOLE   55,223 0 19,942
Boot Barn Hldgs, Inc. com 099406100 2,963 50,680 SH   SOLE   50,680 0 0
Builders Firstsource com 12008R107 1,151 19,530 SH   SOLE   2,140 0 17,390
CECO Environmental Corp. com 125141101 1,391 157,200 SH   SOLE   157,200 0 0
CTS Corp. com 126501105 1,733 41,600 SH   SOLE   41,600 0 0
Cabot Corp. com 127055101 1,681 26,304 SH   SOLE   26,064 0 240
Cadence Design System, Inc. com 127387108 4,020 24,600 SH   SOLE   24,600 0 0
Caleres Inc. com 129500104 695 28,700 SH   SOLE   28,700 0 0
Calix, Inc. com 13100M509 1,125 18,400 SH   SOLE   18,400 0 0
Camtek, Ltd. com M20791105 1,371 59,180 SH   SOLE   59,180 0 0
Cerus Corp. com 157085101 758 210,600 SH   SOLE   210,600 0 0
Ceva Inc. com 157210105 994 37,900 SH   SOLE   37,900 0 0
Clean Harbors, Inc. com 184496107 2,494 22,675 SH   SOLE   22,340 0 335
Clearfield, Inc. com 18482P103 6,173 58,990 SH   SOLE   55,610 0 3,380
Clearwater Paper Corp com 18538R103 1,109 29,500 SH   SOLE   29,500 0 0
Comstock Res com 205768302 896 51,800 SH   SOLE   51,800 0 0
Constellium NV Cl A com F21107101 55,821 5,505,076 SH   SOLE   3,901,618 0 1,603,458
Controladora Vuela Comp de Avi com 21240E105 98 14,000 SH   SOLE   14,000 0 0
Crocs, Inc. com 227046109 6,794 98,950 SH   SOLE   76,880 0 22,070
Cross Country Healthcare, Inc. com 227483104 1,923 67,800 SH   SOLE   67,800 0 0
Dada Nexus Limited com 23344D108 2,042 431,745 SH   SOLE   430,345 0 1,400
Datadog, Inc. Class A com 23804L103 3,880 43,700 SH   SOLE   43,700 0 0
Deckers Outdoor Corp. com 243537107 8,490 27,160 SH   SOLE   20,710 0 6,450
Delta Apparel com 247368103 298 21,300 SH   SOLE   21,300 0 0
Despegar Com Corp. com G27358103 66 11,600 SH   SOLE   11,600 0 0
Destination XL Group, Inc. com 25065K104 1,444 266,400 SH   SOLE   266,400 0 0
Dynavax Technologies Corp. com 268158201 1,508 144,400 SH   SOLE   144,400 0 0
EZCorp, Inc. com 302301106 1,584 205,500 SH   SOLE   205,500 0 0
Earthstone Energy Inc. com 27032D304 1,289 104,600 SH   SOLE   104,600 0 0
Eli Lilly & Company com 532457108 216 668 SH   SOLE   0 0 668
Employers Holdings, Inc. com 292218104 914 26,500 SH   SOLE   26,500 0 0
EnPro Industries, Inc. com 29355x107 1,572 18,500 SH   SOLE   18,500 0 0
Endava Plc Ads com 29260V105 29,822 369,867 SH   SOLE   265,718 0 104,149
Everi Hldgs, Inc. com 30034T103 2,495 153,800 SH   SOLE   153,800 0 0
Evolent Health, Inc. com 30050B101 3,536 98,410 SH   SOLE   72,010 0 26,400
Extreme Networks, Inc. com 30226D106 1,817 139,000 SH   SOLE   139,000 0 0
Fabrinet com G3323L100 1,184 12,400 SH   SOLE   12,400 0 0
Federal Signal Corp. com 313855108 1,679 45,000 SH   SOLE   45,000 0 0
First Foundation Inc. com 32026V104 1,030 56,800 SH   SOLE   56,800 0 0
FirstCash Holdings, Inc com 33768G107 983 13,400 SH   SOLE   13,400 0 0
Flushing Financial Corp. com 343873105 385 19,900 SH   SOLE   19,900 0 0
Forrester Research, Inc. com 346563109 2,089 58,000 SH   SOLE   58,000 0 0
Forward Air Corp. com 349853101 560 6,200 SH   SOLE   6,200 0 0
Fox Factory Hldg Corp. com 35138V102 854 10,800 SH   SOLE   10,800 0 0
Franklin Covey Co. com 353469109 1,670 36,800 SH   SOLE   36,800 0 0
Franklin Electric com 353514102 1,119 13,700 SH   SOLE   13,700 0 0
Full House Resorts, Inc. com 359678109 1,241 220,843 SH   SOLE   220,843 0 0
Funko, Inc. com 361008105 3,496 172,900 SH   SOLE   172,900 0 0
Guess, Inc com 401617105 2,414 164,541 SH   SOLE   124,300 0 40,241
H&E Equipment Services, Inc. com 404030108 1,272 44,900 SH   SOLE   44,900 0 0
Hackett Group, Inc. com 404609109 1,375 77,600 SH   SOLE   77,600 0 0
Halozyme Therapeutics, Inc. com 40637H109 4,608 116,540 SH   SOLE   93,850 0 22,690
Harmonic, Inc. com 413160102 940 71,900 SH   SOLE   71,900 0 0
Haynes Intl, Inc. com 420877201 1,131 32,200 SH   SOLE   32,200 0 0
ICF International, Inc. com 44925C103 3,216 29,500 SH   SOLE   29,500 0 0
Impinj, Inc. com 453204109 2,857 35,700 SH   SOLE   35,700 0 0
Information Svcs Group, Inc. com 45675Y104 817 171,700 SH   SOLE   171,700 0 0
Inmode Ltd. com M5425M103 2,153 73,950 SH   SOLE   62,760 0 11,190
Insperity, Inc. com 45778Q107 847 8,300 SH   SOLE   8,300 0 0
Inspire Medical Systems, Inc. com 457730109 399 2,250 SH   SOLE   2,250 0 0
Inter Parfums com 458334109 1,102 14,600 SH   SOLE   14,600 0 0
International Money Express, I com 46005L101 1,570 68,900 SH   SOLE   68,900 0 0
JP Morgan Chase & Company Inc. com 46625H100 427 4,086 SH   SOLE   140 0 3,946
Johnson & Johnson com 478160104 442 2,703 SH   SOLE   0 0 2,703
Lantheus Hldgs Inc. com 516544103 13,641 193,950 SH   SOLE   168,420 0 25,530
LeMaitre Vascular, Inc. com 525558201 725 14,300 SH   SOLE   14,300 0 0
Liberty Energy, Inc. com 53115L104 648 51,100 SH   SOLE   51,100 0 0
M/I Homes, Inc. com 55305B101 1,735 47,900 SH   SOLE   47,900 0 0
MGP Ingredients, Inc. com 55303J106 2,264 21,330 SH   SOLE   14,000 0 7,330
MP Materials Corp. com 553368101 969 35,500 SH   SOLE   35,500 0 0
Macom Technology Solutions com 55405Y100 1,057 20,400 SH   SOLE   20,400 0 0
Magnolia Oil & Gas Corp. com 559663109 757 38,200 SH   SOLE   38,200 0 0
Mastercard, Inc. com 57636Q104 274 965 SH   SOLE   0 0 965
Matador Resources Company com 576485205 612 12,500 SH   SOLE   12,500 0 0
Materion Corp. com 576690101 6,846 85,574 SH   SOLE   63,721 0 21,852
Maxlinear, Inc. Class A com 57776J100 2,461 75,435 SH   SOLE   50,620 0 24,815
Mercantile Bank Corp. com 587376104 1,264 42,557 SH   SOLE   21,500 0 21,057
Merit Medical System Inc com 589889104 910 16,100 SH   SOLE   16,100 0 0
Microsoft Corp. com 594918104 712 3,055 SH   SOLE   0 0 3,055
Model N, Inc. com 607525102 4,852 141,740 SH   SOLE   118,010 0 23,730
Modine Mfg Co Com com 607828100 1,012 78,200 SH   SOLE   78,200 0 0
Monarch Casino & Resort, Inc. com 609027107 651 11,600 SH   SOLE   11,600 0 0
Movado Group, Inc. com 624580106 1,333 47,300 SH   SOLE   47,300 0 0
Murphy USA, Inc. com 626755102 440 1,600 SH   SOLE   1,600 0 0
NOV, Inc. com 62955J103 660 40,800 SH   SOLE   40,800 0 0
NV5 Global, Inc com 62945V109 842 6,800 SH   SOLE   6,800 0 0
Newmont Mining com 651639106 247 5,878 SH   SOLE   400 0 5,478
Nova Measuring Instruments com M7516K103 44,118 517,213 SH   SOLE   367,013 0 150,200
Novanta, Inc. com 67000B104 312 2,700 SH   SOLE   2,700 0 0
O-I Glass, Inc. com 67098H104 894 69,000 SH   SOLE   69,000 0 0
OOMA Inc. com 683416101 690 56,100 SH   SOLE   56,100 0 0
Option Care Health Inc. com 68404L201 1,155 36,700 SH   SOLE   36,700 0 0
Oxford Inds, Inc. com 691497309 1,383 15,400 SH   SOLE   15,400 0 0
PDC Energy, Inc. com 69327R101 1,577 27,294 SH   SOLE   14,160 0 13,134
Patterson-Uti Energy, Inc. com 703481101 1,558 133,400 SH   SOLE   133,400 0 0
Perficient Inc. com 71375U101 1,183 18,200 SH   SOLE   18,200 0 0
Perion Network, Ltd. com M78673114 3,221 167,000 SH   SOLE   167,000 0 0
Photronics, Inc. com 719405102 1,886 129,000 SH   SOLE   129,000 0 0
Pinduoduo Inc. com 722304102 2,190 35,000 SH   SOLE   35,000 0 0
Playa Hotels & Resorts N.V. com N70544106 1,269 218,000 SH   SOLE   218,000 0 0
Quaker Chemical Corporation com 747316107 1,054 7,300 SH   SOLE   7,300 0 0
RF Industries Ltd. com 749552105 363 63,100 SH   SOLE   63,100 0 0
RPC, Inc. com 749660106 1,504 217,000 SH   SOLE   217,000 0 0
Radnet, Inc. com 750491102 1,056 51,900 SH   SOLE   51,900 0 0
Resmed Inc. com 761152107 317 1,450 SH   SOLE   0 0 1,450
Resources Connection, Inc. com 76122q105 2,154 119,200 SH   SOLE   119,200 0 0
Rocky Brands, Inc. com 774515100 694 34,600 SH   SOLE   34,600 0 0
SP Plus Corporation com 78469C103 1,275 40,700 SH   SOLE   40,700 0 0
Scansource, Inc. com 806037107 895 33,900 SH   SOLE   33,900 0 0
SeaWorld Entertainment Inc. com 81282v100 2,083 45,760 SH   SOLE   27,120 0 18,640
ShockWave Medical, Inc. com 82489T104 779 2,800 SH   SOLE   2,800 0 0
Silicon Laboratories, Inc. com 826919102 870 7,050 SH   SOLE   7,050 0 0
Skyline Champion Corporation com 830830105 1,441 27,250 SH   SOLE   24,450 0 2,800
Smart Global Hldgs, Inc. com G8232Y101 1,000 63,000 SH   SOLE   63,000 0 0
Sterling Construction Co., Inc com 859241101 1,660 77,300 SH   SOLE   77,300 0 0
Stride, Inc. com 86333M108 1,496 35,600 SH   SOLE   35,600 0 0
SunOpta, Inc. com 8676EP108 1,593 175,100 SH   SOLE   175,100 0 0
Super Micro Computer Inc. com 86800U104 3,160 57,380 SH   SOLE   39,430 0 17,950
Synaptics, Inc. com 87157D109 5,300 53,530 SH   SOLE   39,880 0 13,650
Techtarget, Inc. com 87874R100 628 10,600 SH   SOLE   10,600 0 0
Teradata Corp com 88076W103 1,355 43,620 SH   SOLE   43,620 0 0
Texas Roadhouse com 882681109 454 5,200 SH   SOLE   5,200 0 0
The Travelers Co., Inc. com 89417E109 341 2,225 SH   SOLE   0 0 2,225
Titan Int'l Inc. com 88830M102 2,041 168,100 SH   SOLE   168,100 0 0
Titan Machinery, Inc. com 88830R101 1,074 38,000 SH   SOLE   38,000 0 0
Titan Oil & Gas, Inc. com 888309101 0 10,000 SH   SOLE   0 0 10,000
Topgolf Callaway Brands Corp. com 131193104 982 51,000 SH   SOLE   51,000 0 0
Trex Company, Inc. com 89531P105 362 8,230 SH   SOLE   1,080 0 7,150
TripAdvisor, Inc. com 896945201 1,294 58,600 SH   SOLE   58,600 0 0
UFP Industries, Inc. com 90278Q108 873 12,100 SH   SOLE   12,100 0 0
UNUM Group com 91529Y106 617 15,900 SH   SOLE   15,900 0 0
Ultra Clean Holdings com 90385V107 2,385 92,640 SH   SOLE   84,560 0 8,080
Univar Solutions, Inc. com 91336L107 853 37,500 SH   SOLE   37,500 0 0
V2X, Inc. com 92242T101 1,211 34,200 SH   SOLE   34,200 0 0
VSE Corp. com 918284100 864 24,400 SH   SOLE   24,400 0 0
Veritiv Corp. com 923454102 6,027 61,642 SH   SOLE   61,642 0 0
Viad Corp. com 92552R406 1,601 50,700 SH   SOLE   50,700 0 0
Vishay Precision Group com 92835K103 1,237 41,800 SH   SOLE   41,800 0 0
Visteon Corp. com 92839U206 1,474 13,900 SH   SOLE   13,900 0 0
Wal Mart Stores Inc. com 931142103 206 1,585 SH   SOLE   0 0 1,585
Xenacare Hldgs, Inc. com 98401A106 0 140,000 SH   SOLE   0 0 140,000
Yum China Hldgs, Inc. com 98850P109 1,444 30,500 SH   SOLE   30,500 0 0
SPDR S&P 500 ETF Trust com 78462F103 1,303 3,647 SH   SOLE   0 0 3,647