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
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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
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