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 |
AMN Healthcare Services, Inc. | COM | 001744101 | 12,091 | 213,400 | SH | | SOLE | | 213,400 | 0 | 0 |
Aaron's, Inc. | COM | 002535300 | 20,260 | 481,800 | SH | | SOLE | | 481,800 | 0 | 0 |
Acadia Healthcare Company, Inc | COM | 00404A109 | 9,621 | 374,200 | SH | | SOLE | | 374,200 | 0 | 0 |
American Woodmark Corporation | COM | 030506109 | 7,706 | 138,400 | SH | | SOLE | | 138,400 | 0 | 0 |
Anixter International Inc. | COM | 035290105 | 14,474 | 266,500 | SH | | SOLE | | 266,500 | 0 | 0 |
BMC Stock Holdings, Inc. | COM | 05591B109 | 14,282 | 922,620 | SH | | SOLE | | 922,620 | 0 | 0 |
Banc of California, Inc. | COM | 05990K106 | 13,029 | 978,900 | SH | | SOLE | | 978,900 | 0 | 0 |
BancorpSouth Bank | COM | 05971J102 | 17,420 | 666,400 | SH | | SOLE | | 666,400 | 0 | 0 |
Beacon Roofing Supply, Inc. | COM | 073685109 | 15,283 | 481,800 | SH | | SOLE | | 481,800 | 0 | 0 |
Benchmark Electronics, Inc. | COM | 08160H101 | 12,758 | 602,339 | SH | | SOLE | | 602,339 | 0 | 0 |
Berry Global Group, Inc. | COM | 08579W103 | 8,769 | 184,500 | SH | | SOLE | | 184,500 | 0 | 0 |
Brunswick Corporation | COM | 117043109 | 17,851 | 384,300 | SH | | SOLE | | 384,300 | 0 | 0 |
CBIZ, Inc. | COM | 124805102 | 11,089 | 562,900 | SH | | SOLE | | 562,900 | 0 | 0 |
Columbus McKinnon Corporation | COM | 199333105 | 12,763 | 423,450 | SH | | SOLE | | 423,450 | 0 | 0 |
Compass Minerals International | COM | 20451N101 | 9,401 | 225,500 | SH | | SOLE | | 225,500 | 0 | 0 |
Cross Country Healthcare, Inc. | COM | 227483104 | 2,491 | 339,889 | SH | | SOLE | | 339,889 | 0 | 0 |
Deluxe Corporation | COM | 248019101 | 9,068 | 235,900 | SH | | SOLE | | 235,900 | 0 | 0 |
Electronics For Imaging, Inc. | COM | 286082102 | 12,455 | 502,200 | SH | | SOLE | | 502,200 | 0 | 0 |
EnPro Industries, Inc. | COM | 29355X107 | 13,246 | 220,400 | SH | | SOLE | | 220,400 | 0 | 0 |
Essent Group Ltd. | COM | G3198U102 | 18,049 | 528,050 | SH | | SOLE | | 528,050 | 0 | 0 |
Ferro Corporation | COM | 315405100 | 16,237 | 1,035,500 | SH | | SOLE | | 1,035,500 | 0 | 0 |
First Busey Corporation | COM | 319383204 | 17,973 | 732,378 | SH | | SOLE | | 732,378 | 0 | 0 |
First Midwest Bancorp, Inc. | COM | 320867104 | 16,457 | 830,742 | SH | | SOLE | | 830,742 | 0 | 0 |
Gibraltar Industries, Inc. | COM | 374689107 | 15,507 | 435,700 | SH | | SOLE | | 435,700 | 0 | 0 |
Gildan Activewear Inc. | COM | 375916103 | 11,006 | 362,500 | SH | | SOLE | | 362,500 | 0 | 0 |
Granite Construction Incorpora | COM | 387328107 | 12,326 | 306,000 | SH | | SOLE | | 306,000 | 0 | 0 |
JELD-WEN Holding, Inc. | COM | 47580P103 | 9,759 | 686,800 | SH | | SOLE | | 686,800 | 0 | 0 |
Janus Henderson Group plc | COM | G4474Y214 | 8,191 | 395,298 | SH | | SOLE | | 395,298 | 0 | 0 |
Kemper Corporation | COM | 488401100 | 11,843 | 178,415 | SH | | SOLE | | 178,415 | 0 | 0 |
Knoll, Inc. | COM | 498904200 | 13,476 | 817,700 | SH | | SOLE | | 817,700 | 0 | 0 |
Knowles Corporation | COM | 49926D109 | 13,849 | 1,040,500 | SH | | SOLE | | 1,040,500 | 0 | 0 |
Korn Ferry | COM | 500643200 | 7,295 | 184,500 | SH | | SOLE | | 184,500 | 0 | 0 |
LCI Industries | COM | 50189K103 | 14,031 | 210,050 | SH | | SOLE | | 210,050 | 0 | 0 |
ManpowerGroup Inc. | COM | 56418H100 | 9,299 | 143,500 | SH | | SOLE | | 143,500 | 0 | 0 |
Minerals Technologies Inc. | COM | 603158106 | 12,373 | 241,000 | SH | | SOLE | | 241,000 | 0 | 0 |
NCR Corporation | COM | 62886E108 | 11,182 | 484,500 | SH | | SOLE | | 484,500 | 0 | 0 |
NOW Inc. | COM | 67011P100 | 12,350 | 1,061,000 | SH | | SOLE | | 1,061,000 | 0 | 0 |
Neenah, Inc. | COM | 640079109 | 9,539 | 161,900 | SH | | SOLE | | 161,900 | 0 | 0 |
OceanFirst Financial Corp. | COM | 675234108 | 16,619 | 738,300 | SH | | SOLE | | 738,300 | 0 | 0 |
Orion Engineered Carbons S.A. | COM | L72967109 | 19,438 | 768,900 | SH | | SOLE | | 768,900 | 0 | 0 |
P.H. Glatfelter Company | COM | 377316104 | 5,852 | 599,627 | SH | | SOLE | | 599,627 | 0 | 0 |
Perficient, Inc. | COM | 71375U101 | 12,661 | 568,800 | SH | | SOLE | | 568,800 | 0 | 0 |
Prestige Consumer Healthcare, | COM | 74112D101 | 15,005 | 485,900 | SH | | SOLE | | 485,900 | 0 | 0 |
Realogy Holdings Corp. | COM | 75605Y106 | 9,256 | 630,500 | SH | | SOLE | | 630,500 | 0 | 0 |
Reinsurance Group Of America, | COM | 759351604 | 17,956 | 128,047 | SH | | SOLE | | 128,047 | 0 | 0 |
Rexnord Corporation | COM | 76169B102 | 15,060 | 656,226 | SH | | SOLE | | 656,226 | 0 | 0 |
Ryder System, Inc. | COM | 783549108 | 8,359 | 173,600 | SH | | SOLE | | 173,600 | 0 | 0 |
SPX Corporation | COM | 784635104 | 12,058 | 430,500 | SH | | SOLE | | 430,500 | 0 | 0 |
Sanmina Corporation | COM | 801056102 | 13,317 | 553,510 | SH | | SOLE | | 553,510 | 0 | 0 |
Sterling Bancorp | COM | 85917A100 | 13,626 | 825,325 | SH | | SOLE | | 825,325 | 0 | 0 |
The Children's Place, Inc. | COM | 168905107 | 13,847 | 153,700 | SH | | SOLE | | 153,700 | 0 | 0 |
The Ensign Group, Inc. | COM | 29358P101 | 7,383 | 190,327 | SH | | SOLE | | 190,327 | 0 | 0 |
TriMas Corporation | COM | 896215209 | 19,302 | 707,300 | SH | | SOLE | | 707,300 | 0 | 0 |
UMB Financial Corporation | COM | 902788108 | 14,060 | 230,600 | SH | | SOLE | | 230,600 | 0 | 0 |
Umpqua Holdings Corporation | COM | 904214103 | 13,545 | 851,887 | SH | | SOLE | | 851,887 | 0 | 0 |
Versum Materials, Inc. | COM | 92532W103 | 10,940 | 394,677 | SH | | SOLE | | 394,677 | 0 | 0 |
Virtusa Corporation | COM | 92827P102 | 10,699 | 251,200 | SH | | SOLE | | 251,200 | 0 | 0 |
WNS (Holdings) Limited | COM | 92932M101 | 8,879 | 215,198 | SH | | SOLE | | 215,198 | 0 | 0 |
WSFS Financial Corporation | COM | 929328102 | 14,375 | 379,200 | SH | | SOLE | | 379,200 | 0 | 0 |
Welbilt, Inc. | COM | 949090104 | 6,052 | 544,700 | SH | | SOLE | | 544,700 | 0 | 0 |
Winnebago Industries, Inc. | COM | 974637100 | 6,723 | 277,700 | SH | | SOLE | | 277,700 | 0 | 0 |
Zebra Technologies Corporation | COM | 989207105 | 17,945 | 112,700 | SH | | SOLE | | 112,700 | 0 | 0 |