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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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 9,250 170,500 SH   SOLE   170,500 0 0
Aaron's, Inc. COM 002535300 15,703 255,700 SH   SOLE   255,700 0 0
Acadia Healthcare Company, Inc COM 00404A109 8,259 236,300 SH   SOLE   236,300 0 0
American Woodmark Corporation COM 030506109 8,276 97,800 SH   SOLE   97,800 0 0
Anixter International Inc. COM 035290105 10,109 169,300 SH   SOLE   169,300 0 0
BMC Stock Holdings, Inc. COM 05591B109 12,390 584,420 SH   SOLE   584,420 0 0
Banc of California, Inc. COM 05990K106 5,951 426,000 SH   SOLE   426,000 0 0
BancorpSouth Bank COM 05971J102 11,378 391,800 SH   SOLE   391,800 0 0
Beacon Roofing Supply, Inc. COM 073685109 9,334 254,200 SH   SOLE   254,200 0 0
Benchmark Electronics, Inc. COM 08160H101 9,642 383,839 SH   SOLE   383,839 0 0
Brunswick Corporation COM 117043109 10,146 221,100 SH   SOLE   221,100 0 0
Columbus McKinnon Corporation COM 199333105 11,737 279,650 SH   SOLE   279,650 0 0
Compass Minerals International COM 20451N101 8,144 148,200 SH   SOLE   148,200 0 0
Deluxe Corporation COM 248019101 6,054 148,900 SH   SOLE   148,900 0 0
Dine Brands Global, Inc. COM 254423106 18,244 191,100 SH   SOLE   191,100 0 0
EnPro Industries, Inc. COM 29355X107 8,938 140,000 SH   SOLE   140,000 0 0
Essent Group Ltd. COM G3198U102 11,679 248,550 SH   SOLE   248,550 0 0
Ferro Corporation COM 315405100 10,152 642,500 SH   SOLE   642,500 0 0
First Busey Corporation COM 319383204 11,188 423,620 SH   SOLE   423,620 0 0
First Midwest Bancorp, Inc. COM 320867104 10,739 524,608 SH   SOLE   524,608 0 0
Gibraltar Industries, Inc. COM 374689107 10,853 268,900 SH   SOLE   268,900 0 0
Granite Construction Incorpora COM 387328107 10,918 226,600 SH   SOLE   226,600 0 0
Hancock Whitney Corporation COM 410120109 8,108 202,400 SH   SOLE   202,400 0 0
JELD-WEN Holding, Inc. COM 47580P103 8,424 396,800 SH   SOLE   396,800 0 0
Janus Henderson Group plc COM G4474Y214 5,341 249,600 SH   SOLE   249,600 0 0
Kemper Corporation COM 488401100 5,611 65,030 SH   SOLE   65,030 0 0
Knoll, Inc. COM 498904200 11,874 516,700 SH   SOLE   516,700 0 0
Knowles Corporation COM 49926D109 11,806 644,800 SH   SOLE   644,800 0 0
Korn Ferry COM 500643200 4,668 116,500 SH   SOLE   116,500 0 0
LCI Industries COM 50189K103 9,167 101,850 SH   SOLE   101,850 0 0
ManpowerGroup Inc. COM 56418H100 8,752 90,600 SH   SOLE   90,600 0 0
Minerals Technologies Inc. COM 603158106 8,155 152,400 SH   SOLE   152,400 0 0
NCR Corporation COM 62886E108 8,919 286,800 SH   SOLE   286,800 0 0
NOW Inc. COM 67011P100 9,957 674,600 SH   SOLE   674,600 0 0
National Bank Holdings Corpora COM 633707104 8,251 227,300 SH   SOLE   227,300 0 0
Neenah, Inc. COM 640079109 7,957 117,800 SH   SOLE   117,800 0 0
Orion Engineered Carbons S.A. COM L72967109 9,480 442,800 SH   SOLE   442,800 0 0
Perficient, Inc. COM 71375U101 12,372 360,500 SH   SOLE   360,500 0 0
Plantronics, Inc. COM 727493108 6,263 169,100 SH   SOLE   169,100 0 0
Prestige Consumer Healthcare, COM 74112D101 9,726 307,000 SH   SOLE   307,000 0 0
Reinsurance Group Of America, COM 759351604 11,195 71,747 SH   SOLE   71,747 0 0
Rexnord Corporation COM 76169B102 12,587 416,526 SH   SOLE   416,526 0 0
Ryder System, Inc. COM 783549108 7,975 136,800 SH   SOLE   136,800 0 0
SPX Corporation COM 784635104 9,038 273,700 SH   SOLE   273,700 0 0
Sanmina Corporation COM 801056102 10,647 351,610 SH   SOLE   351,610 0 0
Silicon Motion Technology Corp COM 82706C108 7,491 168,800 SH   SOLE   168,800 0 0
Sterling Bancorp COM 85917A100 11,164 524,625 SH   SOLE   524,625 0 0
The Children's Place, Inc. COM 168905107 12,743 133,600 SH   SOLE   133,600 0 0
TriMas Corporation COM 896215209 12,911 416,900 SH   SOLE   416,900 0 0
UMB Financial Corporation COM 902788108 9,583 145,600 SH   SOLE   145,600 0 0
Umpqua Holdings Corporation COM 904214103 8,927 538,078 SH   SOLE   538,078 0 0
Virtusa Corporation COM 92827P102 7,082 159,400 SH   SOLE   159,400 0 0
WNS (Holdings) Limited COM 92932M101 8,057 136,098 SH   SOLE   136,098 0 0
WSFS Financial Corporation COM 929328102 9,887 239,400 SH   SOLE   239,400 0 0
Welbilt, Inc. COM 949090104 10,473 627,100 SH   SOLE   627,100 0 0
Winnebago Industries, Inc. COM 974637100 8,480 219,400 SH   SOLE   219,400 0 0
Zebra Technologies Corporation COM 989207105 7,144 34,100 SH   SOLE   34,100 0 0