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 2,515 55,600 SH   SOLE   55,600 0 0
Aaron's, Inc. COM 002535300 8,590 189,200 SH   SOLE   189,200 0 0
Acadia Healthcare Company, Inc COM 00404A109 5,798 230,800 SH   SOLE   230,800 0 0
American Woodmark Corporation COM 030506109 6,914 91,400 SH   SOLE   91,400 0 0
BMC Stock Holdings, Inc. COM 05591B109 7,998 318,120 SH   SOLE   318,120 0 0
BancorpSouth Bank COM 05971J102 7,575 333,100 SH   SOLE   333,100 0 0
Beacon Roofing Supply, Inc. COM 073685109 6,600 250,300 SH   SOLE   250,300 0 0
Benchmark Electronics, Inc. COM 08160H101 6,142 284,339 SH   SOLE   284,339 0 0
Brunswick Corporation COM 117043109 7,323 114,400 SH   SOLE   114,400 0 0
Columbus McKinnon Corporation COM 199333105 6,287 187,950 SH   SOLE   187,950 0 0
Compass Minerals International COM 20451N101 6,279 128,800 SH   SOLE   128,800 0 0
Dine Brands Global, Inc. COM 254423106 6,256 148,600 SH   SOLE   148,600 0 0
EnPro Industries, Inc. COM 29355X107 4,525 91,800 SH   SOLE   91,800 0 0
Essent Group Ltd. COM G3198U102 8,609 237,350 SH   SOLE   237,350 0 0
Ferro Corporation COM 315405100 7,158 599,500 SH   SOLE   599,500 0 0
First Busey Corporation COM 319383204 8,063 432,320 SH   SOLE   432,320 0 0
First Midwest Bancorp, Inc. COM 320867104 6,409 480,108 SH   SOLE   480,108 0 0
Focus Financial Partners Inc. COM 34417P100 8,021 242,700 SH   SOLE   242,700 0 0
Gibraltar Industries, Inc. COM 374689107 7,398 154,100 SH   SOLE   154,100 0 0
Hancock Whitney Corporation COM 410120109 5,241 247,200 SH   SOLE   247,200 0 0
Hillenbrand Inc. COM 431571108 7,788 287,700 SH   SOLE   287,700 0 0
JELD-WEN Holding, Inc. COM 47580P103 6,137 380,915 SH   SOLE   380,915 0 0
Kemper Corporation COM 488401100 7,849 108,230 SH   SOLE   108,230 0 0
Knoll, Inc. COM 498904200 6,068 497,800 SH   SOLE   497,800 0 0
Knowles Corporation COM 49926D109 7,728 506,400 SH   SOLE   506,400 0 0
Korn Ferry COM 500643200 4,505 146,600 SH   SOLE   146,600 0 0
Kulicke and Soffa Industries, COM 501242101 3,052 146,500 SH   SOLE   146,500 0 0
LCI Industries COM 50189K103 6,413 55,775 SH   SOLE   55,775 0 0
ManpowerGroup Inc. COM 56418H100 6,236 90,700 SH   SOLE   90,700 0 0
Minerals Technologies Inc. COM 603158106 6,875 146,500 SH   SOLE   146,500 0 0
NCR Corporation COM 62886E108 4,734 273,300 SH   SOLE   273,300 0 0
National Bank Holdings Corpora COM 633707104 6,853 253,800 SH   SOLE   253,800 0 0
Neenah, Inc. COM 640079109 6,138 124,100 SH   SOLE   124,100 0 0
Orion Engineered Carbons S.A. COM L72967109 5,872 554,500 SH   SOLE   554,500 0 0
Perficient, Inc. COM 71375U101 6,916 193,300 SH   SOLE   193,300 0 0
Prestige Consumer Healthcare, COM 74112D101 3,425 91,200 SH   SOLE   91,200 0 0
Reinsurance Group Of America, COM 759351604 5,957 75,947 SH   SOLE   75,947 0 0
Rexnord Corporation COM 76169B102 6,192 212,426 SH   SOLE   212,426 0 0
Ryder System, Inc. COM 783549108 4,212 112,300 SH   SOLE   112,300 0 0
SPX Corporation COM 784635104 7,444 180,900 SH   SOLE   180,900 0 0
Sanmina Corporation COM 801056102 7,337 293,010 SH   SOLE   293,010 0 0
Silicon Motion Technology Corp COM 82706C108 7,374 151,200 SH   SOLE   151,200 0 0
Sterling Bancorp COM 85917A100 6,481 553,025 SH   SOLE   553,025 0 0
TPI Composites, Inc. COM 87266J104 5,188 222,000 SH   SOLE   222,000 0 0
TTM Technologies, Inc. COM 87305R109 7,537 635,500 SH   SOLE   635,500 0 0
The Children's Place, Inc. COM 168905107 5,306 141,800 SH   SOLE   141,800 0 0
The Shyft Group, Inc. COM 825698103 7,500 445,374 SH   SOLE   445,374 0 0
TriMas Corporation COM 896215209 7,274 303,700 SH   SOLE   303,700 0 0
UMB Financial Corporation COM 902788108 5,603 108,700 SH   SOLE   108,700 0 0
Umpqua Holdings Corporation COM 904214103 5,157 484,678 SH   SOLE   484,678 0 0
Varex Imaging Corporation COM 92214X106 3,300 217,800 SH   SOLE   217,800 0 0
Virtusa Corporation COM 92827P102 7,829 241,100 SH   SOLE   241,100 0 0
WNS (Holdings) Limited COM 92932M101 5,250 95,498 SH   SOLE   95,498 0 0
WSFS Financial Corporation COM 929328102 7,382 257,200 SH   SOLE   257,200 0 0
Welbilt, Inc. COM 949090104 6,095 1,000,900 SH   SOLE   1,000,900 0 0
Winnebago Industries, Inc. COM 974637100 6,389 95,900 SH   SOLE   95,900 0 0