The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 |
| ADTRAN Inc | COM | 00738A106 | 4,708 | 243,299 | SH | SOLE | None | 243,299 | 0 | 0 | |
| American Electric Technologies | COM | 025576109 | 1,012 | 674,888 | SH | SOLE | None | 674,888 | 0 | 0 | |
| Apogee Enterprises Inc | COM | 037598109 | 3,815 | 83,421 | SH | SOLE | None | 83,421 | 0 | 0 | |
| Atlas Financial Holdings | COM | G06207115 | 6,985 | 339,880 | SH | SOLE | None | 339,880 | 0 | 0 | |
| Barrett Business Services | COM | 068463108 | 8,731 | 135,384 | SH | SOLE | None | 135,384 | 0 | 0 | |
| Carbo Ceramics Inc | COM | 140781105 | 3,319 | 326,026 | SH | SOLE | None | 326,026 | 0 | 0 | |
| Chromadex Corp | COM | 171077407 | 3,342 | 568,400 | SH | SOLE | None | 568,400 | 0 | 0 | |
| Customers Bancorp | COM | 23204G100 | 4,326 | 166,460 | SH | SOLE | None | 166,460 | 0 | 0 | |
| Enova International Inc | COM | 29357K103 | 4,842 | 318,530 | SH | SOLE | None | 318,530 | 0 | 0 | |
| First Internet Bancorp | COM | 320557101 | 4,310 | 112,970 | SH | SOLE | None | 112,970 | 0 | 0 | |
| Geospace Technologies | COM | 37364X109 | 1,346 | 103,777 | SH | SOLE | None | 103,777 | 0 | 0 | |
| Green Bancorp Inc. | COM | 39260X100 | 1,615 | 79,570 | SH | SOLE | None | 79,570 | 0 | 0 | |
| Helix Energy Solutions | COM | 42330P107 | 3,530 | 468,220 | SH | SOLE | None | 468,220 | 0 | 0 | |
| Innospec Inc | COM | 45768s105 | 3,253 | 46,078 | SH | SOLE | None | 46,078 | 0 | 0 | |
| Key Tronic Corp | COM | 493144109 | 4,468 | 654,207 | SH | SOLE | None | 654,207 | 0 | 0 | |
| Liberty Tax Inc | COM | 53128T102 | 3,537 | 321,500 | SH | SOLE | None | 321,500 | 0 | 0 | |
| Marlin Business Services | COM | 571157106 | 2,529 | 112,881 | SH | SOLE | None | 112,881 | 0 | 0 | |
| Myriad Genetics | COM | 62855J104 | 4,270 | 124,338 | SH | SOLE | None | 124,338 | 0 | 0 | |
| Navigant Consulting Inc | COM | 63935N107 | 4,551 | 234,444 | SH | SOLE | None | 234,444 | 0 | 0 | |
| Newpark Resources Inc | COM | 651718504 | 4,643 | 539,928 | SH | SOLE | None | 539,928 | 0 | 0 | |
| Psychemedics Corp | COM | 744375205 | 5,878 | 285,903 | SH | SOLE | None | 285,903 | 0 | 0 | |
| Regional Management Corp | COM | 75902K106 | 6,374 | 242,255 | SH | SOLE | None | 242,255 | 0 | 0 | |
| Steelcase Inc. | COM | 858155203 | 1,735 | 114,160 | SH | SOLE | None | 114,160 | 0 | 0 | |
| Super Micro Computer | COM | 86800u104 | 4,626 | 221,060 | SH | SOLE | None | 221,060 | 0 | 0 | |
| TESSCO Technologies | COM | 872386107 | 6,173 | 306,369 | SH | SOLE | None | 306,369 | 0 | 0 | |
| Trecora Resources | COM | 894648104 | 3,923 | 290,590 | SH | SOLE | None | 290,590 | 0 | 0 | |
| VAALCO Energy Inc | COM | 91851C201 | 2,046 | 2,935,388 | SH | SOLE | None | 2,935,388 | 0 | 0 | |
| Vonage Holdings | COM | 92886T201 | 1,544 | 151,860 | SH | SOLE | None | 151,860 | 0 | 0 | |
| ZAGG Inc | COM | 98884u108 | 5,021 | 272,127 | SH | SOLE | None | 272,127 | 0 | 0 | |