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
ACI WORLDWIDE INC COM 004498101 129,493 4,679,920 SH   SOLE   3,023,789 0 1,656,131
B & G FOODS INC NEW COM 05508R106 54,046 1,869,454 SH   SOLE   1,206,868 0 662,586
BANCFIRST CORP COM 05945F103 18,118 363,079 SH   SOLE   293,743 0 69,336
BGC PARTNERS INC CL A 05541T101 59,376 11,484,670 SH   SOLE   7,415,221 0 4,069,449
CALAVO GROWERS INC COM 128246105 24,156 331,090 SH   SOLE   268,041 0 63,049
CALLON PETE CO DEL COM 13123X102 33,492 5,160,493 SH   SOLE   3,592,745 0 1,567,748
CBIZ INC COM 124805102 61,145 3,103,802 SH   SOLE   2,512,350 0 591,452
COLUMBIA BKG SYS INC COM 197236102 105,431 2,905,241 SH   SOLE   1,882,087 0 1,023,154
COMMUNITY HEALTHCARE TR INC COM 20369C106 36,239 1,256,994 SH   SOLE   1,015,872 0 241,122
CTS CORP COM 126501105 19,689 760,493 SH   SOLE   616,309 0 144,184
DENNYS CORP COM 24869P104 54,170 3,341,734 SH   SOLE   2,704,298 0 637,436
ENERPLUS CORP COM 292766102 24,384 3,142,350 SH   SOLE   2,549,145 0 593,205
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 40,554 2,616,342 SH   SOLE   1,693,298 0 923,044
EZCORP INC CL A NON VTG 302301106 7,539 975,297 SH   SOLE   775,425 0 199,872
FB FINL CORP COM 30257X104 37,703 1,076,597 SH   SOLE   868,481 0 208,116
FIRST MERCHANTS CORP COM 320817109 64,355 1,877,889 SH   SOLE   1,335,570 0 542,319
GENESEE & WYO INC CL A 371559105 111,012 1,499,757 SH   SOLE   947,752 0 552,005
HEALTH INS INNOVATIONS INC COM CL A 42225K106 16,967 634,755 SH   SOLE   514,155 0 120,600
HERITAGE FINL CORP WASH COM 42722X106 29,398 989,174 SH   SOLE   800,277 0 188,897
HOSTESS BRANDS INC CL A 44109J106 59,021 5,395,008 SH   SOLE   3,465,971 0 1,929,037
HOWARD HUGHES CORP COM 44267D107 36,040 369,188 SH   SOLE   219,460 0 149,728
ISHARES TR RUS 2000 VAL ETF 464287630 14,337 133,316 SH   SOLE   105,694 0 27,622
ISHARES TR RUSSELL 2000 ETF 464287655 4,223 31,538 SH   SOLE   31,538 0 0
ITRON INC COM 465741106 26,777 566,237 SH   SOLE   456,644 0 109,593
J2 GLOBAL INC COM 48123V102 46,371 668,358 SH   SOLE   431,611 0 236,747
KAMAN CORP COM 483548103 50,421 898,931 SH   SOLE   597,541 0 301,390
KAR AUCTION SVCS INC COM 48238T109 123,863 2,595,602 SH   SOLE   1,616,501 0 979,101
LAKELAND BANCORP INC COM 511637100 33,420 2,256,543 SH   SOLE   1,836,164 0 420,379
LATTICE SEMICONDUCTOR CORP COM 518415104 22,707 3,281,397 SH   SOLE   2,646,309 0 635,088
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 68,728 506,472 SH   SOLE   327,178 0 179,294
LITHIA MTRS INC CL A 536797103 58,038 760,362 SH   SOLE   497,286 0 263,076
LIVENT CORP COM 53814L108 27,035 1,959,085 SH   SOLE   1,300,690 0 658,395
MAGNOLIA OIL & GAS CORP CL A 559663109 10,667 951,590 SH   SOLE   768,211 0 183,379
MEDICAL PPTYS TRUST INC COM 58463J304 106,097 6,598,069 SH   SOLE   4,273,316 0 2,324,753
MGP INGREDIENTS INC NEW COM 55303J106 12,194 213,750 SH   SOLE   176,646 0 37,104
NEWMARK GROUP INC CL A 65158N102 27,845 3,471,962 SH   SOLE   2,247,394 0 1,224,568
NEXSTAR MEDIA GROUP INC CL A 65336K103 23,714 301,558 SH   SOLE   199,955 0 101,603
ORION ENGINEERED CARBONS S A COM L72967109 37,317 1,476,143 SH   SOLE   1,184,982 0 291,161
OXFORD INDS INC COM 691497309 38,114 536,521 SH   SOLE   433,655 0 102,866
PACIFIC PREMIER BANCORP COM 69478X105 38,634 1,513,885 SH   SOLE   1,233,652 0 280,233
PACWEST BANCORP DEL COM 695263103 83,794 2,517,839 SH   SOLE   1,343,272 0 1,174,567
SILGAN HOLDINGS INC COM 827048109 71,647 3,033,309 SH   SOLE   1,956,947 0 1,076,362
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 58,008 1,681,376 SH   SOLE   1,088,826 0 592,550
SIX FLAGS ENTMT CORP NEW COM 83001A102 80,410 1,445,448 SH   SOLE   877,045 0 568,403
SOUTH ST CORP COM 840441109 24,884 415,077 SH   SOLE   286,367 0 128,710
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 38,906 920,858 SH   SOLE   585,278 0 335,580
TELEDYNE TECHNOLOGIES INC COM 879360105 76,833 371,045 SH   SOLE   232,498 0 138,547
UNITED BANKSHARES INC WEST V COM 909907107 15,280 491,159 SH   SOLE   397,352 0 93,807
VALVOLINE INC COM 92047W101 71,253 3,682,323 SH   SOLE   2,359,502 0 1,322,821
VERRA MOBILITY CORP COM 92511U102 33,785 3,461,615 SH   SOLE   2,803,141 0 658,474
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 17,808 683,876 SH   SOLE   419,092 0 264,784
WENDYS CO COM 95058W100 25,616 1,641,024 SH   SOLE   924,638 0 716,386
AFFILIATED MANAGERS GROUP COM 008252108 10,971 112,588 SH   SOLE   43,022 0 69,566
ASHLAND GLOBAL HLDGS INC COM 044186104 19,980 281,568 SH   SOLE   109,092 0 172,476
CYPRESS SEMICONDUCTOR CORP COM 232806109 16,206 1,274,082 SH   SOLE   487,133 0 786,949
F M C CORP COM NEW 302491303 55,924 756,142 SH   SOLE   293,279 0 462,863
GAMING & LEISURE PPTYS INC COM 36467J108 34,096 1,055,289 SH   SOLE   417,786 0 637,503
IAC INTERACTIVECORP COM 44919P508 62,364 340,713 SH   SOLE   132,223 0 208,490
INVITATION HOMES INC COM 46187W107 14,887 741,368 SH   SOLE   287,165 0 454,203
PARSLEY ENERGY INC CL A 701877102 18,854 1,179,850 SH   SOLE   455,773 0 724,077
RESIDEO TECHNOLOGIES INC COM 76118Y104 15,720 764,942 SH   SOLE   295,848 0 469,094
STARWOOD PPTY TR INC COM 85571B105 31,768 1,611,796 SH   SOLE   619,702 0 992,094
SYNEOS HEALTH INC CL A 87166B102 26,062 662,315 SH   SOLE   256,571 0 405,744
TRINITY INDS INC COM 896522109 19,144 929,776 SH   SOLE   357,893 0 571,883