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 4,596 78,610 SH   SOLE   78,610 0 0
Aaron's, Inc. COM 002535300 7,784 137,400 SH   SOLE   137,400 0 0
Acadia Healthcare Company, Inc COM 00404A109 6,786 230,200 SH   SOLE   230,200 0 0
American Woodmark Corporation COM 030506109 7,163 91,200 SH   SOLE   91,200 0 0
BMC Stock Holdings, Inc. COM 05591B109 10,314 240,820 SH   SOLE   240,820 0 0
BancorpSouth Bank COM 05971J102 6,496 335,200 SH   SOLE   335,200 0 0
Beacon Roofing Supply, Inc. COM 073685109 7,755 249,600 SH   SOLE   249,600 0 0
Benchmark Electronics, Inc. COM 08160H101 5,713 283,539 SH   SOLE   283,539 0 0
Brunswick Corporation COM 117043109 6,722 114,100 SH   SOLE   114,100 0 0
Columbus McKinnon Corporation COM 199333105 6,208 187,550 SH   SOLE   187,550 0 0
Compass Minerals International COM 20451N101 7,626 128,500 SH   SOLE   128,500 0 0
Dine Brands Global, Inc. COM 254423106 8,931 163,600 SH   SOLE   163,600 0 0
EnPro Industries, Inc. COM 29355X107 5,167 91,600 SH   SOLE   91,600 0 0
Essent Group Ltd. COM G3198U102 8,762 236,750 SH   SOLE   236,750 0 0
Ferro Corporation COM 315405100 7,414 597,900 SH   SOLE   597,900 0 0
First Busey Corporation COM 319383204 6,911 434,940 SH   SOLE   434,940 0 0
First Midwest Bancorp, Inc. COM 320867104 5,163 478,921 SH   SOLE   478,921 0 0
Focus Financial Partners Inc. COM 34417P100 7,040 214,700 SH   SOLE   214,700 0 0
Gibraltar Industries, Inc. COM 374689107 7,491 115,000 SH   SOLE   115,000 0 0
Hillenbrand Inc. COM 431571108 8,136 286,900 SH   SOLE   286,900 0 0
JELD-WEN Holding, Inc. COM 47580P103 7,483 331,115 SH   SOLE   331,115 0 0
James River Group Holdings, Lt COM G5005R107 1,705 38,300 SH   SOLE   38,300 0 0
Kemper Corporation COM 488401100 7,211 107,907 SH   SOLE   107,907 0 0
Knoll, Inc. COM 498904200 4,199 348,200 SH   SOLE   348,200 0 0
Knowles Corporation COM 49926D109 7,526 505,100 SH   SOLE   505,100 0 0
Korn Ferry COM 500643200 5,145 177,400 SH   SOLE   177,400 0 0
Kulicke and Soffa Industries, COM 501242101 6,091 271,900 SH   SOLE   271,900 0 0
LCI Industries COM 50189K103 7,214 67,875 SH   SOLE   67,875 0 0
ManpowerGroup Inc. COM 56418H100 6,636 90,500 SH   SOLE   90,500 0 0
Minerals Technologies Inc. COM 603158106 7,466 146,100 SH   SOLE   146,100 0 0
NCR Corporation COM 62886E108 4,636 209,400 SH   SOLE   209,400 0 0
National Bank Holdings Corpora COM 633707104 6,702 255,300 SH   SOLE   255,300 0 0
Neenah, Inc. COM 640079109 4,639 123,800 SH   SOLE   123,800 0 0
Orion Engineered Carbons S.A. COM L72967109 7,851 627,600 SH   SOLE   627,600 0 0
Perficient, Inc. COM 71375U101 8,240 192,800 SH   SOLE   192,800 0 0
Prestige Consumer Healthcare, COM 74112D101 3,311 90,900 SH   SOLE   90,900 0 0
Reinsurance Group Of America, COM 759351604 7,210 75,747 SH   SOLE   75,747 0 0
Rexnord Corporation COM 76169B102 6,321 211,826 SH   SOLE   211,826 0 0
Ryder System, Inc. COM 783549108 4,731 112,000 SH   SOLE   112,000 0 0
SPX Corporation COM 784635104 8,367 180,400 SH   SOLE   180,400 0 0
Sanmina Corporation COM 801056102 7,904 292,210 SH   SOLE   292,210 0 0
Silicon Motion Technology Corp COM 82706C108 5,697 150,800 SH   SOLE   150,800 0 0
Sterling Bancorp COM 85917A100 5,860 557,025 SH   SOLE   557,025 0 0
TPI Composites, Inc. COM 87266J104 6,412 221,400 SH   SOLE   221,400 0 0
TTM Technologies, Inc. COM 87305R109 7,233 633,900 SH   SOLE   633,900 0 0
The Children's Place, Inc. COM 168905107 5,313 187,400 SH   SOLE   187,400 0 0
The Shyft Group, Inc. COM 825698103 8,386 444,174 SH   SOLE   444,174 0 0
TreeHouse Foods, Inc. COM 89469A104 4,458 110,000 SH   SOLE   110,000 0 0
TriMas Corporation COM 896215209 6,906 302,900 SH   SOLE   302,900 0 0
UMB Financial Corporation COM 902788108 6,357 129,700 SH   SOLE   129,700 0 0
Umpqua Holdings Corporation COM 904214103 6,458 608,143 SH   SOLE   608,143 0 0
Varex Imaging Corporation COM 92214X106 2,764 217,300 SH   SOLE   217,300 0 0
WNS (Holdings) Limited COM 92932M101 6,089 95,198 SH   SOLE   95,198 0 0
WSFS Financial Corporation COM 929328102 6,950 257,700 SH   SOLE   257,700 0 0
Welbilt, Inc. COM 949090104 6,588 1,069,400 SH   SOLE   1,069,400 0 0
Winnebago Industries, Inc. COM 974637100 5,916 114,500 SH   SOLE   114,500 0 0