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
ABBVIE INC COMMON 00287Y109 42,685 451,311 SH   SOLE   451,311 0 0
AMERIS BANCORP COMMON 03076K108 38,832 849,707 SH   SOLE   849,707 0 0
AMERICAN CAMPUS COMMUNITIES COMMON 024835100 29,367 713,493 SH   SOLE   713,493 0 0
ACADIA HEALTHCARE CO INC COMMON 00404A109 17,006 483,135 SH   SOLE   483,135 0 0
ACI WORLDWIDE INC COMMON 004498101 440 15,630 SH   SOLE   15,630 0 0
AGREE REALTY CORP COMMON 008492100 440 8,288 SH   SOLE   8,288 0 0
AMERICAN EAGLE OUTFITTERS COMMON 02553E106 368 14,832 SH   SOLE   14,832 0 0
AIMMUNE THERAPEUTICS INC COMMON 00900T107 5,079 186,193 SH   SOLE   186,193 0 0
AAR CORP COMMON 000361105 40,539 846,512 SH   SOLE   846,512 0 0
ALLETE INC COMMON 018522300 483 6,438 SH   SOLE   6,438 0 0
ALAMO GROUP INC COMMON 011311107 21,768 237,611 SH   SOLE   237,611 0 0
ALLEGIANT TRAVEL CO COMMON 01748X102 23,507 185,388 SH   SOLE   185,388 0 0
ALKERMES PLC COMMON G01767105 13,804 325,266 SH   SOLE   325,266 0 0
AMGEN INC COMMON 031162100 42,784 206,396 SH   SOLE   206,396 0 0
AMNEAL PHARMACEUTICALS INC COMMON 03168L105 45,484 2,049,765 SH   SOLE   2,049,765 0 0
AMERISAFE INC COMMON 03071H100 30,696 495,501 SH   SOLE   495,501 0 0
AMERICAN TOWER CORP COMMON 03027X100 46,738 321,665 SH   SOLE   321,665 0 0
AMAZON.COM INC. COMMON 023135106 20,701 10,335 SH   SOLE   10,335 0 0
ANSYS INC COMMON 03662Q105 33,582 179,892 SH   SOLE   179,892 0 0
ARTISAN PARTNERS ASSET MA -A COMMON 04316A108 10,129 312,619 SH   SOLE   312,619 0 0
APPTIO INC - CLASS A COMMON 03835C108 4,555 123,228 SH   SOLE   123,228 0 0
APTARGROUP INC. COMMON 038336103 16,192 150,284 SH   SOLE   150,284 0 0
ATRICURE INC COMMON 04963C209 6,669 190,372 SH   SOLE   190,372 0 0
BROADCOM INC COMMON 11135F101 35,440 143,640 SH   SOLE   143,640 0 0
AVANOS MEDICAL INC COMMON 05350V106 369 5,386 SH   SOLE   5,386 0 0
BOOZ ALLEN HAMILTON HOLDINGS COMMON 099502106 33,919 683,441 SH   SOLE   683,441 0 0
BRINKS CO/THE COMMON 109696104 10,785 154,629 SH   SOLE   154,629 0 0
BALCHEM CORP COMMON 057665200 42,512 379,268 SH   SOLE   379,268 0 0
BERRY GLOBAL GROUP INC COMMON 08579W103 21,019 434,366 SH   SOLE   434,366 0 0
BIO-RAD LABORATORIES-A COMMON 090572207 20,890 66,743 SH   SOLE   66,743 0 0
BJS RESTAURANTS INC COMMON 09180C106 27,042 374,539 SH   SOLE   374,539 0 0
BLACK KNIGHT INC COMMON 09215C105 12,521 241,016 SH   SOLE   241,016 0 0
BANKUNITED INC COMMON 06652K103 17,032 481,119 SH   SOLE   481,119 0 0
BLACKBAUD INC COMMON 09227Q100 69,991 689,706 SH   SOLE   689,706 0 0
BP PLC-SPONS ADR COMMON 055622104 31,653 686,615 SH   SOLE   686,615 0 0
BRUKER CORP COMMON 116794108 3,841 114,823 SH   SOLE   114,823 0 0
ANHEUSER-BUSCH INBEV-SPN ADR COMMON 03524A108 616 7,038 SH   SOLE   7,038 0 0
BURLINGTON STORES INC COMMON 122017106 39,989 245,452 SH   SOLE   245,452 0 0
CAMDEN NATIONAL CORP COMMON 133034108 289 6,664 SH   SOLE   6,664 0 0
CATHAY GENERAL BANCORP COMMON 149150104 31,436 758,600 SH   SOLE   758,600 0 0
CAMBREX CORP COMMON 132011107 31,317 457,847 SH   SOLE   457,847 0 0
COMMUNITY BANK SYSTEM INC COMMON 203607106 452 7,405 SH   SOLE   7,405 0 0
CABOT MICROELECTRONICS CORP COMMON 12709P103 6,012 58,273 SH   SOLE   58,273 0 0
CENTRAL GARDEN & PET CO COMMON 153527106 16,297 452,195 SH   SOLE   452,195 0 0
CENTRAL GARDEN AND PET CO-A COMMON 153527205 18,505 558,387 SH   SOLE   558,387 0 0
COGNEX CORP COMMON 192422103 35,935 643,767 SH   SOLE   643,767 0 0
CITY HOLDING CO COMMON 177835105 348 4,532 SH   SOLE   4,532 0 0
CHUYS HOLDINGS INC COMMON 171604101 15,718 598,794 SH   SOLE   598,794 0 0
COLUMBUS MCKINNON CORP/NY COMMON 199333105 476 12,042 SH   SOLE   12,042 0 0
CANTEL MEDICAL CORP COMMON 138098108 29,339 318,689 SH   SOLE   318,689 0 0
CME GROUP INC COMMON 12572Q105 30,389 178,540 SH   SOLE   178,540 0 0
COMPASS MINERALS INTERNATION COMMON 20451N101 15,733 234,124 SH   SOLE   234,124 0 0
COHEN & STEERS INC COMMON 19247A100 22,556 555,418 SH   SOLE   555,418 0 0
CYRUSONE INC COMMON 23283R100 33,796 533,062 SH   SOLE   533,062 0 0
CORESITE REALTY CORP COMMON 21870Q105 20,722 186,453 SH   SOLE   186,453 0 0
COSTCO WHOLESALE CORP COMMON 22160K105 13,388 56,999 SH   SOLE   56,999 0 0
CALLON PETROLEUM CO COMMON 13123X102 20,910 1,743,957 SH   SOLE   1,743,957 0 0
COOPER-STANDARD HOLDING COMMON 21676P103 426 3,548 SH   SOLE   3,548 0 0
CARTERS INC COMMON 146229109 23,015 233,418 SH   SOLE   233,418 0 0
CISCO SYS INC COMMON 17275R102 50,358 1,035,098 SH   SOLE   1,035,098 0 0
CARDIOVASCULAR SYSTEMS INC COMMON 141619106 9,369 239,370 SH   SOLE   239,370 0 0
CATALENT INC COMMON 148806102 86,009 1,888,234 SH   SOLE   1,888,234 0 0
COGNIZANT TECH SOLUTIONS CRP COMMON 192446102 12,304 159,481 SH   SOLE   159,481 0 0
CUBIC CORP COMMON 229669106 5,015 68,653 SH   SOLE   68,653 0 0
CUSTOMERS BANCORP INC COMMON 23204G100 216 9,162 SH   SOLE   9,162 0 0
COVANTA HOLDING CORP COMMON 22282E102 37,868 2,330,310 SH   SOLE   2,330,310 0 0
CAVCO INDUSTRIES INC COMMON 149568107 36,860 145,692 SH   SOLE   145,692 0 0
CASELLA WASTE SYSTEMS INC-A COMMON 147448104 15,017 483,468 SH   SOLE   483,468 0 0
CONCHO RESOURCES INC COMMON 20605P101 11,750 76,926 SH   SOLE   76,926 0 0
DBV TECHNOLOGIES SA-SPON ADR COMMON 23306J101 3,061 136,292 SH   SOLE   136,292 0 0
DEERE & CO COMMON 244199105 256 1,700 SH   SOLE   1,700 0 0
EASTERLY GOVERNMENT PROPERTI COMMON 27616P103 23,027 1,188,803 SH   SOLE   1,188,803 0 0
DECKERS OUTDOOR CORP COMMON 243537107 413 3,485 SH   SOLE   3,485 0 0
DENNYS CORP COMMON 24869P104 401 27,252 SH   SOLE   27,252 0 0
PHYSICIANS REALTY TRUST COMMON 71943U104 20,429 1,211,671 SH   SOLE   1,211,671 0 0
DORMAN PRODUCTS INC COMMON 258278100 25,820 335,669 SH   SOLE   335,669 0 0
DOVA PHARMACEUTICALS INC COMMON 25985T102 4,228 201,625 SH   SOLE   201,625 0 0
DIPLOMAT PHARMACY INC COMMON 25456K101 22,834 1,176,409 SH   SOLE   1,176,409 0 0
DARDEN RESTAURANTS INC COMMON 237194105 28,490 256,229 SH   SOLE   256,229 0 0
DRIL-QUIP INC COMMON 262037104 19,171 366,916 SH   SOLE   366,916 0 0
ISHARES SELECT DIVIDEND ETF MUTUAL FUND 464287168 408 4,085 SH   SOLE   4,085 0 0
DYCOM INDUSTRIES INC COMMON 267475101 3,818 45,125 SH   SOLE   45,125 0 0
EMERGENT BIOSOLUTIONS INC COMMON 29089Q105 438 6,652 SH   SOLE   6,652 0 0
MERIDIAN BANCORP INC COMMON 58958U103 14,562 856,570 SH   SOLE   856,570 0 0
ECOLAB INC COMMON 278865100 18,167 115,877 SH   SOLE   115,877 0 0
US ECOLOGY INC COMMON 91732J102 31,929 432,929 SH   SOLE   432,929 0 0
ENCORE CAPITAL GROUP INC COMMON 292554102 4,708 131,329 SH   SOLE   131,329 0 0
ENBRIDGE INC COMMON 29250N105 28,434 880,579 SH   SOLE   880,579 0 0
ENTEGRIS INC COMMON 29362U104 328 11,345 SH   SOLE   11,345 0 0
EPAM SYSTEMS INC COMMON 29414B104 81,953 595,157 SH   SOLE   595,157 0 0
BOTTOMLINE TECHNOLOGIES INC COMMON 101388106 8,499 116,891 SH   SOLE   116,891 0 0
EXLSERVICE HOLDINGS INC COMMON 302081104 34,324 518,486 SH   SOLE   518,486 0 0
EAGLE MATERIALS INC COMMON 26969P108 14,862 174,357 SH   SOLE   174,357 0 0
EXPONENT INC COMMON 30214U102 57,317 1,069,355 SH   SOLE   1,069,355 0 0
FLAGSTAR BANCORP INC COMMON 337930705 315 10,020 SH   SOLE   10,020 0 0
FOUR CORNERS PROPERTY TRUST COMMON 35086T109 474 18,447 SH   SOLE   18,447 0 0
FORUM ENERGY TECHNOLOGIES IN COMMON 34984V100 8,082 780,840 SH   SOLE   780,840 0 0
FIRST FINANCIAL BANCORP COMMON 320209109 494 16,622 SH   SOLE   16,622 0 0
FIRST HAWAIIAN INC COMMON 32051X108 21,930 807,440 SH   SOLE   807,440 0 0
FIRST INTERSTATE BANCSYS-A COMMON 32055Y201 302 6,734 SH   SOLE   6,734 0 0
FIVE BELOW COMMON 33829M101 109,981 845,618 SH   SOLE   845,618 0 0
AMICUS THERAPEUTICS INC COMMON 03152W109 6,143 508,133 SH   SOLE   508,133 0 0
FORRESTER RESEARCH INC COMMON 346563109 6,207 135,222 SH   SOLE   135,222 0 0
FOX FACTORY HOLDING CORP COMMON 35138V102 13,145 187,652 SH   SOLE   187,652 0 0
FIRST REPUBLIC BANK/SAN FRAN COMMON 33616C100 12,344 128,585 SH   SOLE   128,585 0 0
FEDERAL SIGNAL CORP COMMON 313855108 408 15,219 SH   SOLE   15,219 0 0
GLACIER BANCORP INC COMMON 37637Q105 57,054 1,324,070 SH   SOLE   1,324,070 0 0
GLOBAL BLOOD THERAPEUTICS IN COMMON 37890U108 5,263 138,487 SH   SOLE   138,487 0 0
GARDNER DENVER HOLDINGS INC COMMON 36555P107 24,543 866,019 SH   SOLE   866,019 0 0
GRACO INC COMMON 384109104 20,603 444,599 SH   SOLE   444,599 0 0
GLOBUS MEDICAL INC - A COMMON 379577208 67,542 1,189,952 SH   SOLE   1,189,952 0 0
ALPHABET INC-CL A COMMON 02079K305 17,260 14,299 SH   SOLE   14,299 0 0
GLAXOSMITHKLINE PLC-SPON ADR COMMON 37733W105 37,561 935,047 SH   SOLE   935,047 0 0
GRAY TELEVISION INC COMMON 389375106 311 17,790 SH   SOLE   17,790 0 0
GETTY REALTY CORP COMMON 374297109 440 15,419 SH   SOLE   15,419 0 0
HASBRO INC COMMON 418056107 13,845 131,703 SH   SOLE   131,703 0 0
HEALTHCARE SERVICES GROUP COMMON 421906108 35,955 885,157 SH   SOLE   885,157 0 0
HELEN OF TROY LTD COMMON G4388N106 21,715 165,893 SH   SOLE   165,893 0 0
HIBBETT SPORTS INC COMMON 428567101 8,036 427,444 SH   SOLE   427,444 0 0
HOULIHAN LOKEY INC COMMON 441593100 4,881 108,646 SH   SOLE   108,646 0 0
HMS HOLDINGS CORP COMMON 40425J101 10,842 330,441 SH   SOLE   330,441 0 0
HERITAGE INSURANCE HOLDINGS COMMON 42727J102 2,305 155,525 SH   SOLE   155,525 0 0
HEARTLAND EXPRESS INC COMMON 422347104 23,266 1,179,220 SH   SOLE   1,179,220 0 0
HUBSPOT INC COMMON 443573100 58,872 390,012 SH   SOLE   390,012 0 0
HEXCEL CORP COMMON 428291108 24,106 359,519 SH   SOLE   359,519 0 0
IBERIABANK CORP COMMON 450828108 22,652 278,445 SH   SOLE   278,445 0 0
INTERNATIONAL BANCSHARES CRP COMMON 459044103 460 10,213 SH   SOLE   10,213 0 0
INSTALLED BUILDING PRODUCTS COMMON 45780R101 19,098 489,687 SH   SOLE   489,687 0 0
ICF INTERNATIONAL INC COMMON 44925C103 31,538 417,998 SH   SOLE   417,998 0 0
ICON PLC COMMON G4705A100 2,190 14,241 SH   SOLE   14,241 0 0
ICU MEDICAL INC COMMON 44930G107 118,977 420,784 SH   SOLE   420,784 0 0
IDACORP INC COMMON 451107106 29,845 300,762 SH   SOLE   300,762 0 0
SUMMIT HOTEL PROPERTIES INC COMMON 866082100 24,237 1,791,347 SH   SOLE   1,791,347 0 0
INTEL CORP COMMON 458140100 204 4,305 SH   SOLE   4,305 0 0
INNOPHOS HOLDINGS INC COMMON 45774N108 269 6,053 SH   SOLE   6,053 0 0
INDEPENDENCE REALTY TRUST IN COMMON 45378A106 479 45,535 SH   SOLE   45,535 0 0
GARTNER INC COMMON 366651107 58,564 369,486 SH   SOLE   369,486 0 0
INVACARE CORP COMMON 461203101 276 18,940 SH   SOLE   18,940 0 0
JOHN BEAN TECHNOLOGIES CORP COMMON 477839104 33,101 277,460 SH   SOLE   277,460 0 0
JELD-WEN HOLDING INC COMMON 47580P103 2,655 107,660 SH   SOLE   107,660 0 0
JAMES RIVER GROUP HOLDINGS L COMMON G5005R107 20,452 479,866 SH   SOLE   479,866 0 0
KAR AUCTION SERVICES INC COMMON 48238T109 46,420 777,679 SH   SOLE   777,679 0 0
KRAFT HEINZ CO/THE COMMON 500754106 642 11,654 SH   SOLE   11,654 0 0
KIMBERLY-CLARK CORP COMMON 494368103 1,263 11,110 SH   SOLE   11,110 0 0
KNIGHT-SWIFT TRANSPORTATION COMMON 499049104 3,717 107,790 SH   SOLE   107,790 0 0
KAPSTONE PAPER AND PACKAGING COMMON 48562P103 11,565 341,061 SH   SOLE   341,061 0 0
QUAKER CHEMICAL CORP COMMON 747316107 30,530 150,984 SH   SOLE   150,984 0 0
LITHIA MOTORS INC-CL A COMMON 536797103 49,582 607,172 SH   SOLE   607,172 0 0
LAUREATE EDUCATION INC-A COMMON 518613203 224 14,515 SH   SOLE   14,515 0 0
LINCOLN ELECTRIC HOLDINGS COMMON 533900106 21,027 225,028 SH   SOLE   225,028 0 0
LEGGETT & PLATT INC COMMON 524660107 24,909 568,819 SH   SOLE   568,819 0 0
LHC GROUP INC COMMON 50187A107 24,836 241,147 SH   SOLE   241,147 0 0
LKQ CORP COMMON 501889208 12,702 401,084 SH   SOLE   401,084 0 0
LOCKHEED MARTIN CORPORATION COMMON 539830109 51,705 149,455 SH   SOLE   149,455 0 0
GRAND CANYON EDUCATION INC COMMON 38526M106 82,454 730,975 SH   SOLE   730,975 0 0
LEXINGTON REALTY TRUST COMMON 529043101 174 20,999 SH   SOLE   20,999 0 0
MASTERCARD INC COMMON 57636Q104 15,841 71,161 SH   SOLE   71,161 0 0
MID-AMERICA APARTMENT COMM COMMON 59522J103 17,254 172,232 SH   SOLE   172,232 0 0
MICROCHIP TECHNOLOGY INC. COMMON 595017104 20,578 260,779 SH   SOLE   260,779 0 0
MEREDITH CORP COMMON 589433101 219 4,287 SH   SOLE   4,287 0 0
MEDIDATA SOLUTIONS INC COMMON 58471A105 42,723 582,775 SH   SOLE   582,775 0 0
MACQUARIE INFRASTRUCTURE COR COMMON 55608B105 28,813 624,597 SH   SOLE   624,597 0 0
MIDDLEBY CORP COMMON 596278101 17,742 137,165 SH   SOLE   137,165 0 0
MICHAELS COS INC/THE COMMON 59408Q106 11,545 711,313 SH   SOLE   711,313 0 0
MIMECAST LTD COMMON G14838109 8,819 210,566 SH   SOLE   210,566 0 0
MOBILE MINI INC COMMON 60740F105 21,190 483,239 SH   SOLE   483,239 0 0
MARKETAXESS HOLDINGS INC COMMON 57060D108 40,797 228,568 SH   SOLE   228,568 0 0
MAXIMUS INC COMMON 577933104 3,852 59,205 SH   SOLE   59,205 0 0
ALTRIA GROUP INC COMMON 02209S103 29,641 491,478 SH   SOLE   491,478 0 0
MERCK & CO. INC. COMMON 58933Y105 36,827 519,123 SH   SOLE   519,123 0 0
MATADOR RESOURCES CO COMMON 576485205 79,689 2,411,180 SH   SOLE   2,411,180 0 0
MACOM TECHNOLOGY SOLUTIONS H COMMON 55405Y100 16,321 792,266 SH   SOLE   792,266 0 0
NORDSON CORP COMMON 655663102 24,182 174,094 SH   SOLE   174,094 0 0
NEXTERA ENERGY INC COMMON 65339F101 54,238 323,616 SH   SOLE   323,616 0 0
NEOGEN CORP COMMON 640491106 10,756 150,364 SH   SOLE   150,364 0 0
NEXTERA ENERGY PARTNERS LP COMMON 65341B106 28,782 593,446 SH   SOLE   593,446 0 0
NATL HEALTH INVESTORS INC COMMON 63633D104 23,850 315,515 SH   SOLE   315,515 0 0
SERVICENOW INC COMMON 81762P102 13,027 66,589 SH   SOLE   66,589 0 0
NEWPARK RESOURCES INC COMMON 651718504 335 32,359 SH   SOLE   32,359 0 0
NORTHWESTERN CORP COMMON 668074305 32,247 549,735 SH   SOLE   549,735 0 0
OASIS PETROLEUM INC COMMON 674215108 387 27,273 SH   SOLE   27,273 0 0
OGE ENERGY CORP COMMON 670837103 19,048 524,461 SH   SOLE   524,461 0 0
OLD REPUBLIC INTL CORP COMMON 680223104 31,273 1,397,371 SH   SOLE   1,397,371 0 0
OXFORD INDUSTRIES INC COMMON 691497309 31,833 352,911 SH   SOLE   352,911 0 0
PACWEST BANCORP COMMON 695263103 33,037 693,332 SH   SOLE   693,332 0 0
PATRICK INDUSTRIES INC COMMON 703343103 26,865 453,797 SH   SOLE   453,797 0 0
PAYCHEX INC. COMMON 704326107 35,754 485,457 SH   SOLE   485,457 0 0
PAYLOCITY HOLDING CORP COMMON 70438V106 30,923 385,001 SH   SOLE   385,001 0 0
PARSLEY ENERGY INC-CLASS A COMMON 701877102 17,769 607,483 SH   SOLE   607,483 0 0
PEBBLEBROOK HOTEL TRUST COMMON 70509V100 26,477 727,986 SH   SOLE   727,986 0 0
PERFORMANCE FOOD GROUP CO COMMON 71377A103 40,004 1,201,323 SH   SOLE   1,201,323 0 0
PROOFPOINT INC COMMON 743424103 25,961 244,159 SH   SOLE   244,159 0 0
PROVIDENT FINANCIAL SERVICES COMMON 74386T105 326 13,260 SH   SOLE   13,260 0 0
POLARIS INDUSTRIES INC COMMON 731068102 21,638 214,346 SH   SOLE   214,346 0 0
PREMIER INC-CLASS A COMMON 74051N102 30,610 668,628 SH   SOLE   668,628 0 0
PIPER JAFFRAY COS COMMON 724078100 710 9,299 SH   SOLE   9,299 0 0
DAVE & BUSTERS ENTERTAINMEN COMMON 238337109 8,530 128,807 SH   SOLE   128,807 0 0
DOUGLAS DYNAMICS INC COMMON 25960R105 478 10,894 SH   SOLE   10,894 0 0
PLANTRONICS INC COMMON 727493108 292 4,844 SH   SOLE   4,844 0 0
EPLUS INC COMMON 294268107 588 6,340 SH   SOLE   6,340 0 0
PHILIP MORRIS INTERNATIONAL COMMON 718172109 31,466 385,902 SH   SOLE   385,902 0 0
PINNACLE FINANCIAL PARTNERS COMMON 72346Q104 26,522 440,939 SH   SOLE   440,939 0 0
POLYONE CORPORATION COMMON 73179P106 49,586 1,134,183 SH   SOLE   1,134,183 0 0
POOL CORP COMMON 73278L105 25,744 154,267 SH   SOLE   154,267 0 0
PORTLAND GENERAL ELECTRIC CO COMMON 736508847 20,481 449,042 SH   SOLE   449,042 0 0
POWER INTEGRATIONS INC COMMON 739276103 43,569 689,390 SH   SOLE   689,390 0 0
PACIFIC PREMIER BANCORP INC COMMON 69478X105 32,907 884,607 SH   SOLE   884,607 0 0
PROASSURANCE CORP COMMON 74267C106 30,851 657,102 SH   SOLE   657,102 0 0
PRA GROUP INC COMMON 69354N106 20,618 572,723 SH   SOLE   572,723 0 0
PRIMORIS SERVICES CORP COMMON 74164F103 27,268 1,098,632 SH   SOLE   1,098,632 0 0
PRICESMART INC COMMON 741511109 27,861 344,173 SH   SOLE   344,173 0 0
PORTOLA PHARMACEUTICALS INC COMMON 737010108 4,097 153,836 SH   SOLE   153,836 0 0
PROPETRO HOLDING CORP COMMON 74347M108 362 21,980 SH   SOLE   21,980 0 0
PRAXAIR INC COMMON 74005P104 30,486 189,670 SH   SOLE   189,670 0 0
RESTAURANT BRANDS INTERN COMMON 76131D103 30,884 520,987 SH   SOLE   520,987 0 0
QTS REALTY TRUST INC-CL A COMMON 74736A103 34,981 819,801 SH   SOLE   819,801 0 0
RITCHIE BROS AUCTIONEERS COMMON 767744105 68,638 1,899,764 SH   SOLE   1,899,764 0 0
GIBRALTAR INDUSTRIES INC COMMON 374689107 545 11,957 SH   SOLE   11,957 0 0
ROGERS CORP COMMON 775133101 34,440 233,774 SH   SOLE   233,774 0 0
RBC BEARINGS INC COMMON 75524B104 73,056 485,872 SH   SOLE   485,872 0 0
RAPID7 INC COMMON 753422104 26,849 727,234 SH   SOLE   727,234 0 0
RPM INTERNATIONAL INC COMMON 749685103 45,834 705,784 SH   SOLE   705,784 0 0
RETROPHIN INC COMMON 761299106 5,116 178,066 SH   SOLE   178,066 0 0
RAYONIER ADVANCED MATERIALS COMMON 75508B104 378 20,504 SH   SOLE   20,504 0 0
SIGNATURE BANK COMMON 82669G104 23,460 204,282 SH   SOLE   204,282 0 0
SCHNITZER STEEL INDS INC-A COMMON 806882106 470 17,359 SH   SOLE   17,359 0 0
SERVICEMASTER GLOBAL HOLDING COMMON 81761R109 8,976 220,265 SH   SOLE   220,265 0 0
STIFEL FINANCIAL CORP COMMON 860630102 31,415 612,850 SH   SOLE   612,850 0 0
SIMMONS FIRST NATL CORP-CL A COMMON 828730200 273 9,260 SH   SOLE   9,260 0 0
SELECTIVE INSURANCE GROUP COMMON 816300107 801 12,610 SH   SOLE   12,610 0 0
SITEONE LANDSCAPE SUPPLY INC COMMON 82982L103 8,787 116,632 SH   SOLE   116,632 0 0
SIX FLAGS ENTERTAINMENT CORP COMMON 83001A102 48,934 700,859 SH   SOLE   700,859 0 0
SKYLINE CHAMPION CORP COMMON 830830105 11,755 411,459 SH   SOLE   411,459 0 0
SILICON LABORATORIES INC COMMON 826919102 66,607 725,567 SH   SOLE   725,567 0 0
SILGAN HOLDINGS INC COMMON 827048109 23,315 838,686 SH   SOLE   838,686 0 0
SCHNEIDER NATIONAL INC-CL B COMMON 80689H102 18,957 758,874 SH   SOLE   758,874 0 0
SUN HYDRAULICS CORP COMMON 866942105 38,193 697,212 SH   SOLE   697,212 0 0
SPARTAN MOTORS INC COMMON 846819100 6,994 474,198 SH   SOLE   474,198 0 0
SUPERIOR ENERGY SERVICES INC COMMON 868157108 10,442 1,072,028 SH   SOLE   1,072,028 0 0
STONERIDGE INC COMMON 86183P102 440 14,803 SH   SOLE   14,803 0 0
SS&C TECHNOLOGIES HOLDINGS COMMON 78467J100 30,645 539,232 SH   SOLE   539,232 0 0
STAG INDUSTRIAL INC COMMON 85254J102 61,293 2,228,841 SH   SOLE   2,228,841 0 0
STERIS PLC COMMON G84720104 35,836 313,255 SH   SOLE   313,255 0 0
SUN COMMUNITIES INC COMMON 866674104 26,667 262,625 SH   SOLE   262,625 0 0
SOUTHWEST GAS HOLDINGS INC COMMON 844895102 394 4,983 SH   SOLE   4,983 0 0
SYKES ENTERPRISES INC COMMON 871237103 267 8,755 SH   SOLE   8,755 0 0
SYNEOS HEALTH INC COMMON 87166B102 52,258 1,013,737 SH   SOLE   1,013,737 0 0
AT&T, INC COMMON 00206R102 37,022 1,102,508 SH   SOLE   1,102,508 0 0
CARROLS RESTAURANT GROUP INC COMMON 14574X104 366 25,070 SH   SOLE   25,070 0 0
TEXAS CAPITAL BANCSHARES INC COMMON 88224Q107 64,034 774,759 SH   SOLE   774,759 0 0
THOR INDUSTRIES INC COMMON 885160101 4,588 54,813 SH   SOLE   54,813 0 0
THERMON GROUP HOLDINGS INC COMMON 88362T103 4,994 193,699 SH   SOLE   193,699 0 0
TRIMAS CORP COMMON 896215209 533 17,544 SH   SOLE   17,544 0 0
TORO CO COMMON 891092108 31,181 519,950 SH   SOLE   519,950 0 0
TUPPERWARE BRANDS CORPORATION COMMON 899896104 9,875 295,223 SH   SOLE   295,223 0 0
TEXAS ROADHOUSE INC COMMON 882681109 69,400 1,001,594 SH   SOLE   1,001,594 0 0
TYLER TECHNOLOGIES INC COMMON 902252105 31,935 130,313 SH   SOLE   130,313 0 0
UNION BANKSHARES CORP COMMON 90539J109 400 10,379 SH   SOLE   10,379 0 0
UNITED BANKSHARES INC COMMON 909907107 23,202 638,293 SH   SOLE   638,293 0 0
UNITED COMMUNITY BANKS/GA COMMON 90984P303 608 21,808 SH   SOLE   21,808 0 0
UNIVERSAL FOREST PRODUCTS COMMON 913543104 27,461 777,271 SH   SOLE   777,271 0 0
ULTIMATE SOFTWARE GROUP INC COMMON 90385D107 26,343 81,763 SH   SOLE   81,763 0 0
UNIVAR INC COMMON 91336L107 14,180 462,477 SH   SOLE   462,477 0 0
VALLEY NATIONAL BANCORP COMMON 919794107 261 23,210 SH   SOLE   23,210 0 0
VIPER ENERGY PARTNERS LP COMMON 92763M105 28,074 666,845 SH   SOLE   666,845 0 0
VERISK ANALYTICS INC COMMON 92345Y106 12,815 106,303 SH   SOLE   106,303 0 0
WABTEC CORP COMMON 929740108 33,260 317,122 SH   SOLE   317,122 0 0
WAGEWORKS INC COMMON 930427109 18,338 428,957 SH   SOLE   428,957 0 0
WESTERN ALLIANCE BANCORP COMMON 957638109 34,880 613,120 SH   SOLE   613,120 0 0
WEBSTER FINANCIAL CORP COMMON 947890109 56,102 951,520 SH   SOLE   951,520 0 0
WALKER & DUNLOP INC COMMON 93148P102 386 7,292 SH   SOLE   7,292 0 0
WD-40 CO COMMON 929236107 20,921 121,562 SH   SOLE   121,562 0 0
WRIGHT MEDICAL GROUP NV COMMON N96617118 38,730 1,334,609 SH   SOLE   1,334,609 0 0
WILDHORSE RESOURCE DEVELOPME COMMON 96812T102 263 11,105 SH   SOLE   11,105 0 0
WESBANCO INC COMMON 950810101 286 6,409 SH   SOLE   6,409 0 0
WATSCO INC COMMON 942622200 32,991 185,240 SH   SOLE   185,240 0 0
WEST PHARMACEUTICAL SERVICES COMMON 955306105 41,641 337,259 SH   SOLE   337,259 0 0
W&T OFFSHORE INC COMMON 92922P106 373 38,738 SH   SOLE   38,738 0 0
WOODWARD INC COMMON 980745103 6,547 80,964 SH   SOLE   80,964 0 0
WOLVERINE WORLD WIDE INC COMMON 978097103 27,828 712,619 SH   SOLE   712,619 0 0
XENIA HOTELS & RESORTS INC COMMON 984017103 428 18,044 SH   SOLE   18,044 0 0
EXXON MOBIL CORP COMMON 30231G102 497 5,851 SH   SOLE   5,851 0 0
ZAYO GROUP HOLDINGS INC COMMON 98919V105 12,329 355,101 SH   SOLE   355,101 0 0
ZEBRA TECHNOLOGIES CORP-CL A COMMON 989207105 44,883 253,820 SH   SOLE   253,820 0 0
ZOGENIX INC COMMON 98978L204 6,110 123,177 SH   SOLE   123,177 0 0
ZOETIS INC COMMON 98978V103 12,179 133,019 SH   SOLE   133,019 0 0