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 40,383 438,046 SH   SOLE   438,046 0 0
AMERIS BANCORP COMMON 03076K108 31,847 1,005,581 SH   SOLE   1,005,581 0 0
AMERICAN CAMPUS COMMUNITIES COMMON 024835100 30,062 726,311 SH   SOLE   726,311 0 0
ACADIA HEALTHCARE CO INC COMMON 00404A109 12,254 476,629 SH   SOLE   476,629 0 0
ACI WORLDWIDE INC COMMON 004498101 435 15,730 SH   SOLE   15,730 0 0
AGREE REALTY CORP COMMON 008492100 494 8,349 SH   SOLE   8,349 0 0
AMERICAN EAGLE OUTFITTERS COMMON 02553E106 289 14,947 SH   SOLE   14,947 0 0
AGNC INVESTMENT CORP COMMON 00123Q104 7,683 438,030 SH   SOLE   438,030 0 0
AIMMUNE THERAPEUTICS INC COMMON 00900T107 5,473 228,820 SH   SOLE   228,820 0 0
AAR CORP COMMON 000361105 29,722 795,974 SH   SOLE   795,974 0 0
ALLETE INC COMMON 018522300 494 6,486 SH   SOLE   6,486 0 0
ALAMO GROUP INC COMMON 011311107 20,237 261,734 SH   SOLE   261,734 0 0
ALLEGIANT TRAVEL CO COMMON 01748X102 16,568 165,319 SH   SOLE   165,319 0 0
AMGEN INC COMMON 031162100 39,076 200,732 SH   SOLE   200,732 0 0
AMNEAL PHARMACEUTICALS INC COMMON 03168L105 24,606 1,818,637 SH   SOLE   1,818,637 0 0
AMERISAFE INC COMMON 03071H100 27,084 477,762 SH   SOLE   477,762 0 0
AMERICAN TOWER CORP COMMON 03027X100 49,758 314,546 SH   SOLE   314,546 0 0
AMAZON.COM INC. COMMON 023135106 15,335 10,210 SH   SOLE   10,210 0 0
ANSYS INC COMMON 03662Q105 25,840 180,772 SH   SOLE   180,772 0 0
ARTISAN PARTNERS ASSET MA -A COMMON 04316A108 6,907 312,378 SH   SOLE   312,378 0 0
APPTIO INC - CLASS A COMMON 03835C108 4,500 118,543 SH   SOLE   118,543 0 0
APTARGROUP INC. COMMON 038336103 14,468 153,805 SH   SOLE   153,805 0 0
ATRICURE INC COMMON 04963C209 15,848 517,907 SH   SOLE   517,907 0 0
BROADCOM INC COMMON 11135F101 31,451 123,686 SH   SOLE   123,686 0 0
AVANOS MEDICAL INC COMMON 05350V106 243 5,416 SH   SOLE   5,416 0 0
BOOZ ALLEN HAMILTON HOLDINGS COMMON 099502106 31,382 696,292 SH   SOLE   696,292 0 0
BRINKS CO/THE COMMON 109696104 7,936 122,748 SH   SOLE   122,748 0 0
BALCHEM CORP COMMON 057665200 28,517 363,963 SH   SOLE   363,963 0 0
BERRY GLOBAL GROUP INC COMMON 08579W103 20,971 441,219 SH   SOLE   441,219 0 0
BIOHAVEN PHARMACEUTICAL HOLD COMMON G11196105 4,486 121,306 SH   SOLE   121,306 0 0
BIO-RAD LABORATORIES-A COMMON 090572207 15,686 67,549 SH   SOLE   67,549 0 0
BJS RESTAURANTS INC COMMON 09180C106 17,483 345,724 SH   SOLE   345,724 0 0
BLACK KNIGHT INC COMMON 09215C105 10,596 235,151 SH   SOLE   235,151 0 0
BLACKBAUD INC COMMON 09227Q100 35,631 566,476 SH   SOLE   566,476 0 0
BP PLC-SPONS ADR COMMON 055622104 23,778 627,055 SH   SOLE   627,055 0 0
BRUKER CORP COMMON 116794108 3,233 108,593 SH   SOLE   108,593 0 0
BURLINGTON STORES INC COMMON 122017106 40,642 249,842 SH   SOLE   249,842 0 0
CAMDEN NATIONAL CORP COMMON 133034108 242 6,714 SH   SOLE   6,714 0 0
CACI INTERNATIONAL INC -CL A COMMON 127190304 296 2,056 SH   SOLE   2,056 0 0
CATHAY GENERAL BANCORP COMMON 149150104 27,456 818,853 SH   SOLE   818,853 0 0
CAMBREX CORP COMMON 132011107 16,027 424,457 SH   SOLE   424,457 0 0
COMMUNITY BANK SYSTEM INC COMMON 203607106 435 7,458 SH   SOLE   7,458 0 0
CABOT MICROELECTRONICS CORP COMMON 12709P103 5,264 55,211 SH   SOLE   55,211 0 0
CENTRAL GARDEN & PET CO COMMON 153527106 14,501 420,938 SH   SOLE   420,938 0 0
CENTRAL GARDEN AND PET CO-A COMMON 153527205 21,651 692,841 SH   SOLE   692,841 0 0
COGNEX CORP COMMON 192422103 25,387 656,513 SH   SOLE   656,513 0 0
CITY HOLDING CO COMMON 177835105 309 4,566 SH   SOLE   4,566 0 0
CHURCHILL DOWNS INC COMMON 171484108 22,800 93,464 SH   SOLE   93,464 0 0
CHUYS HOLDINGS INC COMMON 171604101 9,860 555,829 SH   SOLE   555,829 0 0
COLUMBUS MCKINNON CORP/NY COMMON 199333105 366 12,137 SH   SOLE   12,137 0 0
CANTEL MEDICAL CORP COMMON 138098108 26,474 355,591 SH   SOLE   355,591 0 0
CME GROUP INC COMMON 12572Q105 32,625 173,426 SH   SOLE   173,426 0 0
COMPASS MINERALS INTERNATION COMMON 20451N101 8,741 209,667 SH   SOLE   209,667 0 0
COHEN & STEERS INC COMMON 19247A100 18,314 533,623 SH   SOLE   533,623 0 0
CYRUSONE INC COMMON 23283R100 26,788 506,578 SH   SOLE   506,578 0 0
CORESITE REALTY CORP COMMON 21870Q105 16,418 188,217 SH   SOLE   188,217 0 0
COSTCO WHOLESALE CORP COMMON 22160K105 11,390 55,914 SH   SOLE   55,914 0 0
CALLON PETROLEUM CO COMMON 13123X102 11,283 1,738,548 SH   SOLE   1,738,548 0 0
CARTERS INC COMMON 146229109 19,146 234,576 SH   SOLE   234,576 0 0
CISCO SYS INC COMMON 17275R102 38,141 880,245 SH   SOLE   880,245 0 0
CARDIOVASCULAR SYSTEMS INC COMMON 141619106 6,461 226,795 SH   SOLE   226,795 0 0
CATALENT INC COMMON 148806102 57,588 1,846,968 SH   SOLE   1,846,968 0 0
COGNIZANT TECH SOLUTIONS CRP COMMON 192446102 10,022 157,871 SH   SOLE   157,871 0 0
CUBIC CORP COMMON 229669106 3,457 64,323 SH   SOLE   64,323 0 0
COVANTA HOLDING CORP COMMON 22282E102 28,423 2,117,989 SH   SOLE   2,117,989 0 0
CAVCO INDUSTRIES INC COMMON 149568107 19,375 148,604 SH   SOLE   148,604 0 0
CASELLA WASTE SYSTEMS INC-A COMMON 147448104 13,706 481,076 SH   SOLE   481,076 0 0
CONCHO RESOURCES INC COMMON 20605P101 7,082 68,902 SH   SOLE   68,902 0 0
DEERE & CO COMMON 244199105 254 1,700 SH   SOLE   1,700 0 0
EASTERLY GOVERNMENT PROPERTI COMMON 27616P103 19,004 1,212,011 SH   SOLE   1,212,011 0 0
DECKERS OUTDOOR CORP COMMON 243537107 448 3,505 SH   SOLE   3,505 0 0
DENNYS CORP COMMON 24869P104 445 27,472 SH   SOLE   27,472 0 0
PHYSICIANS REALTY TRUST COMMON 71943U104 19,765 1,233,025 SH   SOLE   1,233,025 0 0
DORMAN PRODUCTS INC COMMON 258278100 31,265 347,307 SH   SOLE   347,307 0 0
DOVA PHARMACEUTICALS INC COMMON 25985T102 1,353 178,536 SH   SOLE   178,536 0 0
DIPLOMAT PHARMACY INC COMMON 25456K101 14,520 1,078,728 SH   SOLE   1,078,728 0 0
DARDEN RESTAURANTS INC COMMON 237194105 15,886 159,080 SH   SOLE   159,080 0 0
DRIL-QUIP INC COMMON 262037104 10,431 347,355 SH   SOLE   347,355 0 0
ISHARES SELECT DIVIDEND ETF MUTUAL FUND 464287168 22,923 256,672 SH   SOLE   256,672 0 0
DYCOM INDUSTRIES INC COMMON 267475101 2,240 41,443 SH   SOLE   41,443 0 0
EMERGENT BIOSOLUTIONS INC COMMON 29089Q105 397 6,700 SH   SOLE   6,700 0 0
MERIDIAN BANCORP INC COMMON 58958U103 11,175 780,365 SH   SOLE   780,365 0 0
ECOLAB INC COMMON 278865100 28,388 192,659 SH   SOLE   192,659 0 0
US ECOLOGY INC COMMON 91732J102 26,281 417,295 SH   SOLE   417,295 0 0
ENCORE CAPITAL GROUP INC COMMON 292554102 2,869 122,078 SH   SOLE   122,078 0 0
ENTERPRISE FINANCIAL SERVICE COMMON 293712105 238 6,335 SH   SOLE   6,335 0 0
ENTEGRIS INC COMMON 29362U104 323 11,572 SH   SOLE   11,572 0 0
EPAM SYSTEMS INC COMMON 29414B104 66,045 569,304 SH   SOLE   569,304 0 0
BOTTOMLINE TECHNOLOGIES INC COMMON 101388106 3,937 82,031 SH   SOLE   82,031 0 0
EXLSERVICE HOLDINGS INC COMMON 302081104 22,679 430,997 SH   SOLE   430,997 0 0
EAGLE MATERIALS INC COMMON 26969P108 14,010 229,563 SH   SOLE   229,563 0 0
EXPONENT INC COMMON 30214U102 47,210 930,980 SH   SOLE   930,980 0 0
FLAGSTAR BANCORP INC COMMON 337930705 266 10,094 SH   SOLE   10,094 0 0
FOUR CORNERS PROPERTY TRUST COMMON 35086T109 487 18,602 SH   SOLE   18,602 0 0
FORUM ENERGY TECHNOLOGIES IN COMMON 34984V100 2,902 702,650 SH   SOLE   702,650 0 0
FIRST FINANCIAL BANCORP COMMON 320209109 397 16,735 SH   SOLE   16,735 0 0
FIRST HAWAIIAN INC COMMON 32051X108 16,133 716,723 SH   SOLE   716,723 0 0
FIRST INTERSTATE BANCSYS-A COMMON 32055Y201 248 6,789 SH   SOLE   6,789 0 0
FIVE BELOW COMMON 33829M101 85,465 835,270 SH   SOLE   835,270 0 0
AMICUS THERAPEUTICS INC COMMON 03152W109 4,819 502,983 SH   SOLE   502,983 0 0
FORRESTER RESEARCH INC COMMON 346563109 5,731 128,218 SH   SOLE   128,218 0 0
FOX FACTORY HOLDING CORP COMMON 35138V102 7,688 130,591 SH   SOLE   130,591 0 0
FIRST REPUBLIC BANK/SAN FRAN COMMON 33616C100 11,084 127,554 SH   SOLE   127,554 0 0
FEDERAL SIGNAL CORP COMMON 313855108 305 15,332 SH   SOLE   15,332 0 0
GLACIER BANCORP INC COMMON 37637Q105 51,616 1,302,764 SH   SOLE   1,302,764 0 0
GLOBAL BLOOD THERAPEUTICS IN COMMON 37890U108 6,273 152,806 SH   SOLE   152,806 0 0
GARDNER DENVER HOLDINGS INC COMMON 36555P107 18,057 882,967 SH   SOLE   882,967 0 0
GRACO INC COMMON 384109104 19,008 454,191 SH   SOLE   454,191 0 0
GLOBUS MEDICAL INC - A COMMON 379577208 49,427 1,142,034 SH   SOLE   1,142,034 0 0
ALPHABET INC-CL A COMMON 02079K305 14,761 14,126 SH   SOLE   14,126 0 0
GRAY TELEVISION INC COMMON 389375106 265 17,945 SH   SOLE   17,945 0 0
GETTY REALTY CORP COMMON 374297109 457 15,522 SH   SOLE   15,522 0 0
GW PHARMACEUTICALS -ADR COMMON 36197T103 2,980 30,596 SH   SOLE   30,596 0 0
HEALTHCARE SERVICES GROUP COMMON 421906108 22,078 549,466 SH   SOLE   549,466 0 0
HELEN OF TROY LTD COMMON G4388N106 20,960 159,777 SH   SOLE   159,777 0 0
HOULIHAN LOKEY INC COMMON 441593100 3,861 104,929 SH   SOLE   104,929 0 0
HMS HOLDINGS CORP COMMON 40425J101 9,257 329,094 SH   SOLE   329,094 0 0
HERITAGE INSURANCE HOLDINGS COMMON 42727J102 2,161 146,811 SH   SOLE   146,811 0 0
HEARTLAND EXPRESS INC COMMON 422347104 20,757 1,134,237 SH   SOLE   1,134,237 0 0
HUBSPOT INC COMMON 443573100 47,559 378,262 SH   SOLE   378,262 0 0
HEXCEL CORP COMMON 428291108 21,420 373,556 SH   SOLE   373,556 0 0
IBERIABANK CORP COMMON 450828108 17,444 271,370 SH   SOLE   271,370 0 0
INTERNATIONAL BANCSHARES CRP COMMON 459044103 354 10,282 SH   SOLE   10,282 0 0
INSTALLED BUILDING PRODUCTS COMMON 45780R101 14,595 433,200 SH   SOLE   433,200 0 0
ICF INTERNATIONAL INC COMMON 44925C103 26,090 402,745 SH   SOLE   402,745 0 0
ICON PLC COMMON G4705A100 1,865 14,431 SH   SOLE   14,431 0 0
ICU MEDICAL INC COMMON 44930G107 94,688 412,350 SH   SOLE   412,350 0 0
IDACORP INC COMMON 451107106 26,972 289,830 SH   SOLE   289,830 0 0
SUMMIT HOTEL PROPERTIES INC COMMON 866082100 17,572 1,805,927 SH   SOLE   1,805,927 0 0
INDEPENDENCE REALTY TRUST IN COMMON 45378A106 421 45,885 SH   SOLE   45,885 0 0
GARTNER INC COMMON 366651107 47,649 372,721 SH   SOLE   372,721 0 0
ISHARES RUSSELL 2000 ETF MUTUAL FUND 464287655 31,790 237,413 SH   SOLE   237,413 0 0
ISHARES RUSSELL 2000 VALUE E MUTUAL FUND 464287630 515 4,791 SH   SOLE   4,791 0 0
ISHARES RUSSELL 2000 GROWTH MUTUAL FUND 464287648 1,966 11,701 SH   SOLE   11,701 0 0
JAZZ PHARMACEUTICALS PLC COMMON G50871105 10,711 86,405 SH   SOLE   86,405 0 0
JOHN BEAN TECHNOLOGIES CORP COMMON 477839104 18,351 255,554 SH   SOLE   255,554 0 0
JELD-WEN HOLDING INC COMMON 47580P103 1,347 94,819 SH   SOLE   94,819 0 0
JAMES RIVER GROUP HOLDINGS L COMMON G5005R107 17,878 489,272 SH   SOLE   489,272 0 0
KAR AUCTION SERVICES INC COMMON 48238T109 36,056 755,572 SH   SOLE   755,572 0 0
KRAFT HEINZ CO/THE COMMON 500754106 442 10,279 SH   SOLE   10,279 0 0
KIMBERLY-CLARK CORP COMMON 494368103 1,198 10,513 SH   SOLE   10,513 0 0
KINDER MORGAN INC COMMON 49456B101 24,582 1,598,294 SH   SOLE   1,598,294 0 0
KNIGHT-SWIFT TRANSPORTATION COMMON 499049104 2,542 101,411 SH   SOLE   101,411 0 0
QUAKER CHEMICAL CORP COMMON 747316107 27,469 154,572 SH   SOLE   154,572 0 0
LITHIA MOTORS INC-CL A COMMON 536797103 43,431 568,993 SH   SOLE   568,993 0 0
LAUREATE EDUCATION INC-A COMMON 518613203 223 14,640 SH   SOLE   14,640 0 0
LINCOLN ELECTRIC HOLDINGS COMMON 533900106 18,127 229,887 SH   SOLE   229,887 0 0
LHC GROUP INC COMMON 50187A107 27,826 296,400 SH   SOLE   296,400 0 0
LINDE PLC COMMON G5494J103 28,306 181,402 SH   SOLE   181,402 0 0
LKQ CORP COMMON 501889208 221 9,307 SH   SOLE   9,307 0 0
LOCKHEED MARTIN CORPORATION COMMON 539830109 31,537 120,442 SH   SOLE   120,442 0 0
GRAND CANYON EDUCATION INC COMMON 38526M106 67,426 701,333 SH   SOLE   701,333 0 0
LEXINGTON REALTY TRUST COMMON 529043101 169 20,589 SH   SOLE   20,589 0 0
MASTERCARD INC - A COMMON 57636Q104 13,336 70,690 SH   SOLE   70,690 0 0
MID-AMERICA APARTMENT COMM COMMON 59522J103 16,838 175,941 SH   SOLE   175,941 0 0
MICROCHIP TECHNOLOGY INC. COMMON 595017104 17,786 247,299 SH   SOLE   247,299 0 0
MEREDITH CORP COMMON 589433101 224 4,313 SH   SOLE   4,313 0 0
MEDIDATA SOLUTIONS INC COMMON 58471A105 37,734 559,679 SH   SOLE   559,679 0 0
MACQUARIE INFRASTRUCTURE COR COMMON 55608B105 8,452 231,186 SH   SOLE   231,186 0 0
MIDDLEBY CORP COMMON 596278101 14,382 139,997 SH   SOLE   139,997 0 0
MICHAELS COS INC/THE COMMON 59408Q106 9,639 711,891 SH   SOLE   711,891 0 0
MIMECAST LTD COMMON G14838109 7,211 214,409 SH   SOLE   214,409 0 0
MOBILE MINI INC COMMON 60740F105 14,727 463,832 SH   SOLE   463,832 0 0
MARKETAXESS HOLDINGS INC COMMON 57060D108 49,857 235,943 SH   SOLE   235,943 0 0
ALTRIA GROUP INC COMMON 02209S103 14,240 288,323 SH   SOLE   288,323 0 0
MERCK & CO. INC. COMMON 58933Y105 38,617 505,386 SH   SOLE   505,386 0 0
MICROSOFT CORP COMMON 594918104 26,428 260,199 SH   SOLE   260,199 0 0
MATADOR RESOURCES CO COMMON 576485205 38,866 2,502,615 SH   SOLE   2,502,615 0 0
MACOM TECHNOLOGY SOLUTIONS H COMMON 55405Y100 10,135 698,450 SH   SOLE   698,450 0 0
NEUROCRINE BIOSCIENCES INC COMMON 64125C109 16,611 232,621 SH   SOLE   232,621 0 0
NORDSON CORP COMMON 655663102 21,230 177,883 SH   SOLE   177,883 0 0
NEXTERA ENERGY INC COMMON 65339F101 54,924 315,983 SH   SOLE   315,983 0 0
NEOGEN CORP COMMON 640491106 8,423 147,766 SH   SOLE   147,766 0 0
NEXTERA ENERGY PARTNERS LP COMMON 65341B106 24,778 575,572 SH   SOLE   575,572 0 0
NATL HEALTH INVESTORS INC COMMON 63633D104 22,947 303,767 SH   SOLE   303,767 0 0
SERVICENOW INC COMMON 81762P102 11,244 63,151 SH   SOLE   63,151 0 0
NEWPARK RESOURCES INC COMMON 651718504 223 32,465 SH   SOLE   32,465 0 0
NORTHWESTERN CORP COMMON 668074305 31,482 529,651 SH   SOLE   529,651 0 0
OASIS PETROLEUM INC COMMON 674215108 142 25,640 SH   SOLE   25,640 0 0
OCEANFIRST FINANCIAL CORP COMMON 675234108 238 10,590 SH   SOLE   10,590 0 0
OGE ENERGY CORP COMMON 670837103 20,998 535,812 SH   SOLE   535,812 0 0
OLLIES BARGAIN OUTLET HOLDI COMMON 681116109 3,955 59,467 SH   SOLE   59,467 0 0
OLD REPUBLIC INTL CORP COMMON 680223104 27,960 1,359,265 SH   SOLE   1,359,265 0 0
OXFORD INDUSTRIES INC COMMON 691497309 24,080 338,964 SH   SOLE   338,964 0 0
PACWEST BANCORP COMMON 695263103 14,347 431,095 SH   SOLE   431,095 0 0
PATRICK INDUSTRIES INC COMMON 703343103 13,853 467,846 SH   SOLE   467,846 0 0
PAYCHEX INC. COMMON 704326107 30,767 472,244 SH   SOLE   472,244 0 0
PAYLOCITY HOLDING CORP COMMON 70438V106 30,223 501,961 SH   SOLE   501,961 0 0
PARSLEY ENERGY INC-CLASS A COMMON 701877102 12,928 809,016 SH   SOLE   809,016 0 0
PEBBLEBROOK HOTEL TRUST COMMON 70509V100 19,810 699,746 SH   SOLE   699,746 0 0
PERFORMANCE FOOD GROUP CO COMMON 71377A103 41,383 1,282,394 SH   SOLE   1,282,394 0 0
PROOFPOINT INC COMMON 743424103 19,581 233,639 SH   SOLE   233,639 0 0
PROVIDENT FINANCIAL SERVICES COMMON 74386T105 322 13,365 SH   SOLE   13,365 0 0
POLARIS INDUSTRIES INC COMMON 731068102 16,690 217,652 SH   SOLE   217,652 0 0
PREMIER INC-CLASS A COMMON 74051N102 25,501 682,766 SH   SOLE   682,766 0 0
PIPER JAFFRAY COS COMMON 724078100 400 6,068 SH   SOLE   6,068 0 0
DAVE & BUSTERS ENTERTAINMEN COMMON 238337109 5,433 121,920 SH   SOLE   121,920 0 0
DOUGLAS DYNAMICS INC COMMON 25960R105 394 10,965 SH   SOLE   10,965 0 0
EPLUS INC COMMON 294268107 455 6,396 SH   SOLE   6,396 0 0
PHILIP MORRIS INTERNATIONAL COMMON 718172109 22,319 334,311 SH   SOLE   334,311 0 0
PINNACLE FINANCIAL PARTNERS COMMON 72346Q104 27,426 594,926 SH   SOLE   594,926 0 0
POLYONE CORPORATION COMMON 73179P106 29,633 1,036,126 SH   SOLE   1,036,126 0 0
POOL CORP COMMON 73278L105 23,029 154,918 SH   SOLE   154,918 0 0
PORTLAND GENERAL ELECTRIC CO COMMON 736508847 21,029 458,655 SH   SOLE   458,655 0 0
POWER INTEGRATIONS INC COMMON 739276103 41,198 675,594 SH   SOLE   675,594 0 0
PACIFIC PREMIER BANCORP INC COMMON 69478X105 20,044 785,407 SH   SOLE   785,407 0 0
PROASSURANCE CORP COMMON 74267C106 26,177 645,380 SH   SOLE   645,380 0 0
PRA GROUP INC COMMON 69354N106 12,845 527,063 SH   SOLE   527,063 0 0
PRIMORIS SERVICES CORP COMMON 74164F103 21,582 1,128,177 SH   SOLE   1,128,177 0 0
PRICESMART INC COMMON 741511109 20,139 340,763 SH   SOLE   340,763 0 0
PORTOLA PHARMACEUTICALS INC COMMON 737010108 2,685 137,540 SH   SOLE   137,540 0 0
PROPETRO HOLDING CORP COMMON 74347M108 273 22,182 SH   SOLE   22,182 0 0
RESTAURANT BRANDS INTERN COMMON 76131D103 24,683 471,955 SH   SOLE   471,955 0 0
QTS REALTY TRUST INC-CL A COMMON 74736A103 27,585 744,521 SH   SOLE   744,521 0 0
RITCHIE BROS AUCTIONEERS COMMON 767744105 61,070 1,866,446 SH   SOLE   1,866,446 0 0
GIBRALTAR INDUSTRIES INC COMMON 374689107 428 12,037 SH   SOLE   12,037 0 0
ROGERS CORP COMMON 775133101 22,181 223,912 SH   SOLE   223,912 0 0
RBC BEARINGS INC COMMON 75524B104 63,090 481,232 SH   SOLE   481,232 0 0
RAPID7 INC COMMON 753422104 22,636 726,444 SH   SOLE   726,444 0 0
RPM INTERNATIONAL INC COMMON 749685103 42,296 719,571 SH   SOLE   719,571 0 0
RETROPHIN INC COMMON 761299106 3,813 168,490 SH   SOLE   168,490 0 0
RAYONIER ADVANCED MATERIALS COMMON 75508B104 185 17,330 SH   SOLE   17,330 0 0
SIGNATURE BANK COMMON 82669G104 23,344 227,063 SH   SOLE   227,063 0 0
SCHNITZER STEEL INDS INC-A COMMON 806882106 348 16,137 SH   SOLE   16,137 0 0
SERVICEMASTER GLOBAL HOLDING COMMON 81761R109 8,046 218,992 SH   SOLE   218,992 0 0
STIFEL FINANCIAL CORP COMMON 860630102 24,356 588,033 SH   SOLE   588,033 0 0
SIMMONS FIRST NATL CORP-CL A COMMON 828730200 225 9,315 SH   SOLE   9,315 0 0
SELECTIVE INSURANCE GROUP COMMON 816300107 774 12,700 SH   SOLE   12,700 0 0
SITEONE LANDSCAPE SUPPLY INC COMMON 82982L103 6,123 110,780 SH   SOLE   110,780 0 0
SIX FLAGS ENTERTAINMENT CORP COMMON 83001A102 37,725 678,137 SH   SOLE   678,137 0 0
SKYLINE CHAMPION CORP COMMON 830830105 9,123 621,050 SH   SOLE   621,050 0 0
SILICON LABORATORIES INC COMMON 826919102 56,395 715,581 SH   SOLE   715,581 0 0
SILGAN HOLDINGS INC COMMON 827048109 25,953 1,098,763 SH   SOLE   1,098,763 0 0
SCHNEIDER NATIONAL INC-CL B COMMON 80689H102 14,381 770,299 SH   SOLE   770,299 0 0
SUN HYDRAULICS CORP COMMON 866942105 21,361 643,602 SH   SOLE   643,602 0 0
SPARTAN MOTORS INC COMMON 846819100 3,056 422,619 SH   SOLE   422,619 0 0
SUPERIOR ENERGY SERVICES INC COMMON 868157108 3,534 1,054,833 SH   SOLE   1,054,833 0 0
SPDR S&P 500 ETF TRUST MUTUAL FUND 78462F103 7,020 28,090 SH   SOLE   28,090 0 0
STONERIDGE INC COMMON 86183P102 367 14,908 SH   SOLE   14,908 0 0
SS&C TECHNOLOGIES HOLDINGS COMMON 78467J100 24,841 550,666 SH   SOLE   550,666 0 0
STAG INDUSTRIAL INC COMMON 85254J102 53,533 2,151,658 SH   SOLE   2,151,658 0 0
STERIS PLC COMMON G84720104 28,903 270,500 SH   SOLE   270,500 0 0
SUN COMMUNITIES INC COMMON 866674104 27,301 268,423 SH   SOLE   268,423 0 0
SOUTHWEST GAS HOLDINGS INC COMMON 844895102 384 5,020 SH   SOLE   5,020 0 0
SYNEOS HEALTH INC COMMON 87166B102 38,043 966,790 SH   SOLE   966,790 0 0
AT&T, INC COMMON 00206R102 10,672 373,927 SH   SOLE   373,927 0 0
CARROLS RESTAURANT GROUP INC COMMON 14574X104 230 23,417 SH   SOLE   23,417 0 0
TEXAS CAPITAL BANCSHARES INC COMMON 88224Q107 41,379 809,933 SH   SOLE   809,933 0 0
THERMON GROUP HOLDINGS INC COMMON 88362T103 3,785 186,618 SH   SOLE   186,618 0 0
TRIMAS CORP COMMON 896215209 483 17,689 SH   SOLE   17,689 0 0
TORO CO COMMON 891092108 29,604 529,777 SH   SOLE   529,777 0 0
TUPPERWARE BRANDS CORPORATION COMMON 899896104 8,518 269,804 SH   SOLE   269,804 0 0
TEXAS ROADHOUSE INC COMMON 882681109 64,956 1,088,032 SH   SOLE   1,088,032 0 0
TYLER TECHNOLOGIES INC COMMON 902252105 24,724 133,055 SH   SOLE   133,055 0 0
UNION BANKSHARES CORP COMMON 90539J109 401 14,211 SH   SOLE   14,211 0 0
UNITED BANKSHARES INC COMMON 909907107 15,009 482,458 SH   SOLE   482,458 0 0
UNIVERSAL FOREST PRODUCTS COMMON 913543104 19,363 745,886 SH   SOLE   745,886 0 0
ULTIMATE SOFTWARE GROUP INC COMMON 90385D107 20,462 83,564 SH   SOLE   83,564 0 0
UNITEDHEALTH GROUP INC COMMON 91324P102 46,843 188,034 SH   SOLE   188,034 0 0
UNIVAR INC COMMON 91336L107 5,785 326,096 SH   SOLE   326,096 0 0
VALLEY NATIONAL BANCORP COMMON 919794107 188 21,220 SH   SOLE   21,220 0 0
VIPER ENERGY PARTNERS LP COMMON 92763M105 15,349 589,427 SH   SOLE   589,427 0 0
VERISK ANALYTICS INC COMMON 92345Y106 11,419 104,725 SH   SOLE   104,725 0 0
VIRTUSA CORP COMMON 92827P102 24,231 568,935 SH   SOLE   568,935 0 0
WABTEC CORP COMMON 929740108 22,757 323,939 SH   SOLE   323,939 0 0
WAGEWORKS INC COMMON 930427109 11,392 419,426 SH   SOLE   419,426 0 0
WESTERN ALLIANCE BANCORP COMMON 957638109 24,434 618,729 SH   SOLE   618,729 0 0
WEBSTER FINANCIAL CORP COMMON 947890109 46,274 938,803 SH   SOLE   938,803 0 0
WALKER & DUNLOP INC COMMON 93148P102 316 7,312 SH   SOLE   7,312 0 0
WD-40 CO COMMON 929236107 21,461 117,105 SH   SOLE   117,105 0 0
WRIGHT MEDICAL GROUP NV COMMON N96617118 34,883 1,281,531 SH   SOLE   1,281,531 0 0
WESBANCO INC COMMON 950810101 237 6,454 SH   SOLE   6,454 0 0
WATSCO INC COMMON 942622200 24,749 177,872 SH   SOLE   177,872 0 0
WEST PHARMACEUTICAL SERVICES COMMON 955306105 33,707 343,844 SH   SOLE   343,844 0 0
W&T OFFSHORE INC COMMON 92922P106 142 34,428 SH   SOLE   34,428 0 0
WOODWARD INC COMMON 980745103 5,717 76,955 SH   SOLE   76,955 0 0
WOLVERINE WORLD WIDE INC COMMON 978097103 21,761 682,383 SH   SOLE   682,383 0 0
XENIA HOTELS & RESORTS INC COMMON 984017103 304 17,669 SH   SOLE   17,669 0 0
EXXON MOBIL CORP COMMON 30231G102 383 5,621 SH   SOLE   5,621 0 0
ZAYO GROUP HOLDINGS INC COMMON 98919V105 8,604 376,715 SH   SOLE   376,715 0 0
ZEBRA TECHNOLOGIES CORP-CL A COMMON 989207105 41,173 258,575 SH   SOLE   258,575 0 0
ZOGENIX INC COMMON 98978L204 4,265 116,989 SH   SOLE   116,989 0 0
ZOETIS INC COMMON 98978V103 11,248 131,499 SH   SOLE   131,499 0 0