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 | 7,935 | 168,500 | SH | | SOLE | | 168,500 | 0 | 0 |
Aaron's, Inc. | COM | 002535300 | 14,612 | 277,800 | SH | | SOLE | | 277,800 | 0 | 0 |
Acadia Healthcare Company, Inc | COM | 00404A109 | 7,524 | 256,700 | SH | | SOLE | | 256,700 | 0 | 0 |
American Woodmark Corporation | COM | 030506109 | 9,841 | 119,100 | SH | | SOLE | | 119,100 | 0 | 0 |
Anixter International Inc. | COM | 035290105 | 10,257 | 182,800 | SH | | SOLE | | 182,800 | 0 | 0 |
BMC Stock Holdings, Inc. | COM | 05591B109 | 11,182 | 632,820 | SH | | SOLE | | 632,820 | 0 | 0 |
Banc of California, Inc. | COM | 05990K106 | 6,405 | 462,800 | SH | | SOLE | | 462,800 | 0 | 0 |
BancorpSouth Bank | COM | 05971J102 | 12,899 | 457,100 | SH | | SOLE | | 457,100 | 0 | 0 |
Beacon Roofing Supply, Inc. | COM | 073685109 | 10,629 | 330,500 | SH | | SOLE | | 330,500 | 0 | 0 |
Benchmark Electronics, Inc. | COM | 08160H101 | 10,850 | 413,339 | SH | | SOLE | | 413,339 | 0 | 0 |
Berry Global Group, Inc. | COM | 08579W103 | 6,820 | 126,600 | SH | | SOLE | | 126,600 | 0 | 0 |
Brunswick Corporation | COM | 117043109 | 13,262 | 263,500 | SH | | SOLE | | 263,500 | 0 | 0 |
Columbus McKinnon Corporation | COM | 199333105 | 10,437 | 303,850 | SH | | SOLE | | 303,850 | 0 | 0 |
Compass Minerals International | COM | 20451N101 | 8,406 | 154,600 | SH | | SOLE | | 154,600 | 0 | 0 |
Deluxe Corporation | COM | 248019101 | 7,074 | 161,800 | SH | | SOLE | | 161,800 | 0 | 0 |
Dine Brands Global, Inc. | COM | 254423106 | 12,991 | 142,300 | SH | | SOLE | | 142,300 | 0 | 0 |
Electronics For Imaging, Inc. | COM | 286082102 | 9,817 | 364,950 | SH | | SOLE | | 364,950 | 0 | 0 |
EnPro Industries, Inc. | COM | 29355X107 | 9,745 | 151,200 | SH | | SOLE | | 151,200 | 0 | 0 |
Essent Group Ltd. | COM | G3198U102 | 11,738 | 270,150 | SH | | SOLE | | 270,150 | 0 | 0 |
Ferro Corporation | COM | 315405100 | 13,448 | 710,400 | SH | | SOLE | | 710,400 | 0 | 0 |
First Busey Corporation | COM | 319383204 | 12,258 | 502,378 | SH | | SOLE | | 502,378 | 0 | 0 |
First Midwest Bancorp, Inc. | COM | 320867104 | 11,661 | 569,942 | SH | | SOLE | | 569,942 | 0 | 0 |
Gibraltar Industries, Inc. | COM | 374689107 | 12,134 | 298,800 | SH | | SOLE | | 298,800 | 0 | 0 |
Granite Construction Incorpora | COM | 387328107 | 9,062 | 210,000 | SH | | SOLE | | 210,000 | 0 | 0 |
JELD-WEN Holding, Inc. | COM | 47580P103 | 9,090 | 514,700 | SH | | SOLE | | 514,700 | 0 | 0 |
Janus Henderson Group plc | COM | G4474Y214 | 6,772 | 271,098 | SH | | SOLE | | 271,098 | 0 | 0 |
Kemper Corporation | COM | 488401100 | 9,321 | 122,415 | SH | | SOLE | | 122,415 | 0 | 0 |
Knoll, Inc. | COM | 498904200 | 10,618 | 561,500 | SH | | SOLE | | 561,500 | 0 | 0 |
Knowles Corporation | COM | 49926D109 | 12,584 | 713,800 | SH | | SOLE | | 713,800 | 0 | 0 |
Korn Ferry | COM | 500643200 | 5,669 | 126,600 | SH | | SOLE | | 126,600 | 0 | 0 |
LCI Industries | COM | 50189K103 | 11,058 | 143,950 | SH | | SOLE | | 143,950 | 0 | 0 |
ManpowerGroup Inc. | COM | 56418H100 | 8,137 | 98,400 | SH | | SOLE | | 98,400 | 0 | 0 |
Minerals Technologies Inc. | COM | 603158106 | 9,730 | 165,500 | SH | | SOLE | | 165,500 | 0 | 0 |
NCR Corporation | COM | 62886E108 | 9,077 | 332,600 | SH | | SOLE | | 332,600 | 0 | 0 |
NOW Inc. | COM | 67011P100 | 10,159 | 727,700 | SH | | SOLE | | 727,700 | 0 | 0 |
Neenah, Inc. | COM | 640079109 | 7,157 | 111,200 | SH | | SOLE | | 111,200 | 0 | 0 |
OceanFirst Financial Corp. | COM | 675234108 | 12,186 | 506,500 | SH | | SOLE | | 506,500 | 0 | 0 |
Orion Engineered Carbons S.A. | COM | L72967109 | 10,015 | 527,400 | SH | | SOLE | | 527,400 | 0 | 0 |
Perficient, Inc. | COM | 71375U101 | 10,685 | 390,100 | SH | | SOLE | | 390,100 | 0 | 0 |
Plantronics, Inc. | COM | 727493108 | 6,792 | 147,300 | SH | | SOLE | | 147,300 | 0 | 0 |
Prestige Consumer Healthcare, | COM | 74112D101 | 9,981 | 333,700 | SH | | SOLE | | 333,700 | 0 | 0 |
Realogy Holdings Corp. | COM | 75605Y106 | 4,931 | 432,500 | SH | | SOLE | | 432,500 | 0 | 0 |
Reinsurance Group Of America, | COM | 759351604 | 12,473 | 87,847 | SH | | SOLE | | 87,847 | 0 | 0 |
Rexnord Corporation | COM | 76169B102 | 11,316 | 450,126 | SH | | SOLE | | 450,126 | 0 | 0 |
Ryder System, Inc. | COM | 783549108 | 9,218 | 148,700 | SH | | SOLE | | 148,700 | 0 | 0 |
SPX Corporation | COM | 784635104 | 10,270 | 295,200 | SH | | SOLE | | 295,200 | 0 | 0 |
Sanmina Corporation | COM | 801056102 | 10,955 | 379,710 | SH | | SOLE | | 379,710 | 0 | 0 |
Silicon Motion Technology Corp | COM | 82706C108 | 6,331 | 159,700 | SH | | SOLE | | 159,700 | 0 | 0 |
Sterling Bancorp | COM | 85917A100 | 10,547 | 566,125 | SH | | SOLE | | 566,125 | 0 | 0 |
The Children's Place, Inc. | COM | 168905107 | 14,825 | 152,400 | SH | | SOLE | | 152,400 | 0 | 0 |
TriMas Corporation | COM | 896215209 | 14,665 | 485,100 | SH | | SOLE | | 485,100 | 0 | 0 |
UMB Financial Corporation | COM | 902788108 | 10,125 | 158,100 | SH | | SOLE | | 158,100 | 0 | 0 |
Umpqua Holdings Corporation | COM | 904214103 | 9,641 | 584,287 | SH | | SOLE | | 584,287 | 0 | 0 |
Virtusa Corporation | COM | 92827P102 | 9,209 | 172,300 | SH | | SOLE | | 172,300 | 0 | 0 |
WNS (Holdings) Limited | COM | 92932M101 | 7,868 | 147,698 | SH | | SOLE | | 147,698 | 0 | 0 |
WSFS Financial Corporation | COM | 929328102 | 10,040 | 260,100 | SH | | SOLE | | 260,100 | 0 | 0 |
Welbilt, Inc. | COM | 949090104 | 10,455 | 638,300 | SH | | SOLE | | 638,300 | 0 | 0 |
Winnebago Industries, Inc. | COM | 974637100 | 7,423 | 238,300 | SH | | SOLE | | 238,300 | 0 | 0 |
Zebra Technologies Corporation | COM | 989207105 | 7,774 | 37,100 | SH | | SOLE | | 37,100 | 0 | 0 |