The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Alamo Group Inc. | COM | 011311107 | 34,643,045 | 200,411 | SH | SOLE | 106,504 | 36,690 | 57,217 | |||
| AMN Healthcare Services Inc. | COM | 001744101 | 30,937,632 | 363,203 | SH | SOLE | 194,170 | 66,470 | 102,563 | |||
| Atlantica Sustainable Infrastructure | SHS | G0751N103 | 25,293,672 | 1,324,276 | SH | SOLE | 696,362 | 238,020 | 389,894 | |||
| Axcelis Technologies Inc. | COM | 054540208 | 11,671,934 | 71,585 | SH | SOLE | 39,220 | 12,775 | 19,590 | |||
| Cavco Industries Inc. | COM | 149568107 | 15,031,043 | 56,580 | SH | SOLE | 29,965 | 13,005 | 13,610 | |||
| CBIZ Inc. | COM | 124805102 | 37,427,945 | 721,155 | SH | SOLE | 386,685 | 135,975 | 198,495 | |||
| Celestica Inc. | COM | 15101Q108 | 19,286,942 | 786,580 | SH | SOLE | 422,220 | 141,975 | 222,385 | |||
| Century Communities Inc. | COM | 156504300 | 22,073,528 | 330,541 | SH | SOLE | 181,668 | 57,395 | 91,478 | |||
| Clearfield Inc. | COM | 18482P103 | 7,283,652 | 254,140 | SH | SOLE | 147,875 | 60,745 | 45,520 | |||
| Columbus McKinnon Corp. | COM | 199333105 | 17,850,670 | 511,334 | SH | SOLE | 273,035 | 91,870 | 146,429 | |||
| Comfort Systems USA Inc. | COM | 199908104 | 65,648,919 | 385,241 | SH | SOLE | 207,858 | 70,375 | 107,008 | |||
| Crane NXT Co. | COM | 224441105 | 29,532,399 | 531,445 | SH | SOLE | 283,900 | 98,450 | 149,095 | |||
| Dycom Industries Inc. | COM | 267475101 | 32,800,505 | 368,545 | SH | SOLE | 197,850 | 68,835 | 101,860 | |||
| Exlservice Holdings Inc. | COM | 302081104 | 31,789,649 | 1,133,725 | SH | SOLE | 615,030 | 209,925 | 308,770 | |||
| Fabrinet | SHS | G3323L100 | 35,675,675 | 214,114 | SH | SOLE | 116,757 | 37,350 | 60,007 | |||
| Federal Signal Corp. | COM | 313855108 | 37,620,702 | 629,846 | SH | SOLE | 341,743 | 113,115 | 174,988 | |||
| FormFactor Inc. | COM | 346375108 | 13,800,427 | 394,975 | SH | SOLE | 206,895 | 83,615 | 104,465 | |||
| Fox Factory Holding Corp. | COM | 35138V102 | 15,581,321 | 157,260 | SH | SOLE | 85,230 | 28,620 | 43,410 | |||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 11,177,297 | 527,231 | SH | SOLE | 292,626 | 92,840 | 141,765 | |||
| Harmony Biosciences Holdings Inc. | COM | 413197104 | 19,514,207 | 595,490 | SH | SOLE | 314,885 | 121,955 | 158,650 | |||
| Heritage-Crystal Clean Inc. | COM | 42726M106 | 7,731,495 | 170,485 | SH | SOLE | 88,995 | 22,540 | 58,950 | |||
| ICF International Inc. | COM | 44925C103 | 40,592,764 | 336,005 | SH | SOLE | 180,505 | 61,190 | 94,310 | |||
| Inmode LTD. | SHS | M5425M103 | 29,159,510 | 957,305 | SH | SOLE | 509,505 | 180,650 | 267,150 | |||
| Interdigital Inc. | COM | 45867G101 | 29,460,116 | 367,150 | SH | SOLE | 199,305 | 69,190 | 98,655 | |||
| iShares Russell 2000 ETF | ETF | 464287655 | 784,726 | 4,440 | SH | SOLE | 0 | 0 | 4,440 | |||
| Korn Ferry | COM | 500643200 | 11,869,725 | 250,205 | SH | SOLE | 133,560 | 41,895 | 74,750 | |||
| Lakeland Financial Corp. | COM | 511656100 | 14,315,455 | 301,632 | SH | SOLE | 174,313 | 50,699 | 76,620 | |||
| McGrath RentCorp | COM | 580589109 | 19,721,719 | 196,745 | SH | SOLE | 105,435 | 37,360 | 53,950 | |||
| Meritage Homes Corp. | COM | 59001A102 | 17,468,725 | 142,730 | SH | SOLE | 76,360 | 26,265 | 40,105 | |||
| MYR Group Inc. | COM | 55405W104 | 21,167,697 | 157,077 | SH | SOLE | 90,120 | 24,584 | 42,373 | |||
| NextEra Energy Partners LP | COM | 65341B106 | 14,304,708 | 481,640 | SH | SOLE | 262,021 | 83,870 | 135,749 | |||
| NV5 Global Inc. | COM | 62945V109 | 24,564,247 | 255,266 | SH | SOLE | 137,626 | 47,220 | 70,420 | |||
| OSI Systems Inc. | COM | 671044105 | 43,580,368 | 369,200 | SH | SOLE | 203,441 | 65,905 | 99,854 | |||
| Oxford Industries Inc. | COM | 691497309 | 12,873,730 | 133,920 | SH | SOLE | 68,955 | 24,180 | 40,785 | |||
| Pacira Biosciences Inc. | COM | 695127100 | 8,149,222 | 265,620 | SH | SOLE | 147,520 | 42,225 | 75,875 | |||
| Skyline Champion Corp. | COM | 830830105 | 25,018,702 | 392,635 | SH | SOLE | 210,315 | 73,175 | 109,145 | |||
| Steven Madden LTD. | COM | 556269108 | 26,337,552 | 829,007 | SH | SOLE | 452,124 | 143,425 | 233,458 | |||
| Tecnoglass Inc. | ORO SHS | G87264100 | 13,853,418 | 420,310 | SH | SOLE | 223,165 | 85,650 | 111,495 | |||
| Tetra Tech Inc. | COM | 88162G103 | 34,382,801 | 226,158 | SH | SOLE | 121,043 | 40,890 | 64,225 | |||
| Veeco Instruments Inc. | COM | 922417100 | 37,376,040 | 1,329,635 | SH | SOLE | 701,925 | 232,370 | 395,340 | |||
| Visteon Corp. | COM | 92839U206 | 27,473,169 | 198,980 | SH | SOLE | 106,075 | 37,390 | 55,515 | |||
| WNS Holdings LTD. | SPON ADR | 92932M101 | 35,758,849 | 522,332 | SH | SOLE | 280,139 | 99,925 | 142,268 | |||
| YETI Holdings Inc. | COM | 98585X104 | 13,655,422 | 283,190 | SH | SOLE | 145,660 | 48,815 | 88,715 | |||