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
Estimated average burden
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
ACI WORLDWIDE INC COM 004498101 79,960 3,527,126 SH   SOLE   1,960,419 0 1,566,707
AFFILIATED MANAGERS GROUP COM 008252108 21,889 106,644 SH   SOLE   19,991 0 86,653
ANGI HOMESERVICES INC COM CL A 00183L102 4,832 461,969 SH   SOLE   227,655 0 234,314
ARES COML REAL ESTATE CORP COM 04013V108 290 22,500 SH   SOLE   22,500 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 9,992 140,337 SH   SOLE   26,207 0 114,130
BGC PARTNERS INC CL A 05541T101 47,016 3,111,584 SH   SOLE   1,724,367 0 1,387,217
BWX TECHNOLOGIES INC COM 05605H100 57,768 955,005 SH   SOLE   543,125 0 411,880
CALAVO GROWERS INC COM 128246105 39,572 468,858 SH   SOLE   356,942 0 111,916
CALLON PETE CO DEL COM 13123X102 49,963 4,112,196 SH   SOLE   2,488,579 0 1,623,617
CBIZ INC COM 124805102 42,482 2,749,632 SH   SOLE   2,101,995 0 647,637
CHARTER FINL CORP MD COM 16122W108 504 28,755 SH   SOLE   28,755 0 0
CIVISTA BANCSHARES INC COM NO PAR 178867107 514 23,360 SH   SOLE   23,360 0 0
COLUMBIA BKG SYS INC COM 197236102 96,377 2,218,622 SH   SOLE   1,241,963 0 976,659
COMMERCEHUB INC COM SER C 20084V306 22,511 1,093,286 SH   SOLE   834,418 0 258,868
COMMUNITY HEALTHCARE TR INC COM 20369C106 20,526 730,482 SH   SOLE   560,908 0 169,574
CONVERGYS CORP COM 212485106 3,274 139,338 SH   SOLE   106,143 0 33,195
CRAFT BREW ALLIANCE INC COM 224122101 496 25,843 SH   SOLE   25,843 0 0
CTS CORP COM 126501105 28,333 1,100,319 SH   SOLE   837,743 0 262,576
DEL FRISCOS RESTAURANT GROUP COM 245077102 18,373 1,204,745 SH   SOLE   953,205 0 251,540
DENNYS CORP COM 24869P104 13,709 1,035,473 SH   SOLE   795,624 0 239,849
ECHO GLOBAL LOGISTICS INC COM 27875T101 350 12,500 SH   SOLE   12,500 0 0
EZCORP INC CL A NON VTG 302301106 25,572 2,096,092 SH   SOLE   1,598,016 0 498,076
F M C CORP COM NEW 302491303 33,188 350,598 SH   SOLE   65,553 0 285,045
FB FINL CORP COM 30257X104 18,351 437,016 SH   SOLE   332,671 0 104,345
FIRST MERCHANTS CORP COM 320817109 45,838 1,089,837 SH   SOLE   829,549 0 260,288
FIRSTCASH INC COM 33767D105 34,253 507,838 SH   SOLE   279,654 0 228,184
GAMING & LEISURE PPTYS INC COM 36467J108 23,235 627,986 SH   SOLE   121,629 0 506,357
GENESEE & WYO INC CL A 371559105 92,492 1,174,799 SH   SOLE   633,410 0 541,389
GOLUB CAP BDC INC COM 38173M102 10,651 585,261 SH   SOLE   440,299 0 144,962
HERITAGE FINL CORP WASH COM 42722X106 8,878 288,247 SH   SOLE   224,072 0 64,175
HOSTESS BRANDS INC CL A 44109J106 26,660 1,800,153 SH   SOLE   1,366,781 0 433,372
HOWARD HUGHES CORP COM 44267D107 70,474 536,867 SH   SOLE   294,302 0 242,565
HRG GROUP INC COM 40434J100 21,565 1,272,293 SH   SOLE   239,009 0 1,033,284
IAC INTERACTIVECORP COM 44919P508 60,979 498,681 SH   SOLE   176,768 0 321,913
INNERWORKINGS INC COM 45773Y105 21,448 2,138,402 SH   SOLE   1,637,894 0 500,508
INTERDIGITAL INC COM 45867G101 25,689 337,352 SH   SOLE   183,079 0 154,273
INVITATION HOMES INC COM 46187W107 15,261 647,484 SH   SOLE   121,285 0 526,199
ISHARES TR RUS 2000 VAL ETF 464287630 1,881 14,963 SH   SOLE   13,975 0 988
J2 GLOBAL INC COM 48123V102 37,784 503,587 SH   SOLE   279,790 0 223,797
KAMAN CORP COM 483548103 55,280 939,493 SH   SOLE   579,214 0 360,279
KAR AUCTION SVCS INC COM 48238T109 82,795 1,639,167 SH   SOLE   821,685 0 817,482
LAKELAND BANCORP INC COM 511637100 38,371 1,993,290 SH   SOLE   1,523,029 0 470,261
LAMB WESTON HLDGS INC COM 513272104 2,868 50,803 SH   SOLE   9,628 0 41,175
LAREDO PETROLEUM INC COM 516806106 19,276 1,816,702 SH   SOLE   1,369,471 0 447,231
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 89,599 654,346 SH   SOLE   359,197 0 295,149
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 487 49,792 SH   SOLE   49,792 0 0
LITHIA MTRS INC CL A 536797103 61,526 541,648 SH   SOLE   306,228 0 235,420
MAMMOTH ENERGY SVCS INC COM 56155L108 244 12,450 SH   SOLE   12,450 0 0
MATCH GROUP INC COM 57665R106 34,749 1,109,817 SH   SOLE   554,951 0 554,866
MB FINANCIAL INC NEW COM 55264U108 92,968 2,088,221 SH   SOLE   1,140,178 0 948,043
MEDICAL PPTYS TRUST INC COM 58463J304 74,270 5,389,701 SH   SOLE   2,999,476 0 2,390,225
MEDPACE HLDGS INC COM 58506Q109 8,610 237,437 SH   SOLE   181,175 0 56,262
MGP INGREDIENTS INC NEW COM 55303J106 33,233 432,277 SH   SOLE   341,838 0 90,439
NEWMARK GROUP INC CL A 65158N102 25,982 1,634,083 SH   SOLE   900,602 0 733,481
NEXSTAR MEDIA GROUP INC CL A 65336K103 88,745 1,134,842 SH   SOLE   616,714 0 518,128
OXFORD INDS INC COM 691497309 34,373 457,144 SH   SOLE   347,840 0 109,304
PACIFIC PREMIER BANCORP COM 69478X105 41,233 1,030,826 SH   SOLE   784,724 0 246,102
PACWEST BANCORP DEL COM 695263103 78,911 1,565,689 SH   SOLE   644,909 0 920,780
PARSLEY ENERGY INC CL A 701877102 24,685 838,485 SH   SOLE   157,188 0 681,297
PDF SOLUTIONS INC COM 693282105 24,728 1,575,049 SH   SOLE   1,203,683 0 371,366
PEAK RESORTS INC COM 70469L100 217 40,270 SH   SOLE   40,270 0 0
PEOPLES UTAH BANCORP COM 712706209 327 10,783 SH   SOLE   10,783 0 0
PINNACLE FOODS INC DEL COM 72348P104 27,176 456,968 SH   SOLE   85,670 0 371,298
RESOLUTE ENERGY CORP COM NEW 76116A306 20,016 636,038 SH   SOLE   479,308 0 156,730
RING ENERGY INC COM 76680V108 418 30,095 SH   SOLE   30,095 0 0
RSP PERMIAN INC COM 74978Q105 16,897 415,363 SH   SOLE   77,841 0 337,522
SILGAN HOLDINGS INC COM 827048109 73,268 2,492,976 SH   SOLE   1,381,531 0 1,111,445
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 66,661 1,258,705 SH   SOLE   694,683 0 564,022
SIX FLAGS ENTMT CORP NEW COM 83001A102 51,456 772,958 SH   SOLE   320,924 0 452,034
SLM CORP COM 78442P106 5,048 446,707 SH   SOLE   340,027 0 106,680
SOUTH ST CORP COM 840441109 59,311 680,562 SH   SOLE   382,484 0 298,078
STARWOOD PPTY TR INC COM 85571B105 24,946 1,168,446 SH   SOLE   218,777 0 949,669
TELEDYNE TECHNOLOGIES INC COM 879360105 71,446 394,402 SH   SOLE   218,147 0 176,255
UNITED BANKSHARES INC WEST V COM 909907107 20,882 600,945 SH   SOLE   455,327 0 145,618
UNITED FINL BANCORP INC NEW COM 910304104 371 21,027 SH   SOLE   21,027 0 0
VALVOLINE INC COM 92047W101 51,480 2,054,242 SH   SOLE   994,984 0 1,059,258
WENDYS CO COM 95058W100 13,626 829,854 SH   SOLE   155,706 0 674,148