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 35,149 436,146 SH   SOLE   436,146 0 0
AMERIS BANCORP COMMON 03076K108 33,386 971,936 SH   SOLE   971,936 0 0
AMERICAN CAMPUS COMMUNITIES COMMON 024835100 35,174 739,262 SH   SOLE   739,262 0 0
ACADIA HEALTHCARE CO INC COMMON 00404A109 14,083 480,479 SH   SOLE   480,479 0 0
ACI WORLDWIDE INC COMMON 004498101 518 15,753 SH   SOLE   15,753 0 0
AGREE REALTY CORP COMMON 008492100 580 8,367 SH   SOLE   8,367 0 0
AMERICAN EAGLE OUTFITTERS COMMON 02553E106 332 14,987 SH   SOLE   14,987 0 0
AGNC INVESTMENT CORP COMMON 00123Q104 17,281 960,070 SH   SOLE   960,070 0 0
AIMMUNE THERAPEUTICS INC COMMON 00900T107 4,441 198,692 SH   SOLE   198,692 0 0
AAR CORP COMMON 000361105 25,169 774,185 SH   SOLE   774,185 0 0
ALLETE INC COMMON 018522300 535 6,503 SH   SOLE   6,503 0 0
ALAMO GROUP INC COMMON 011311107 25,536 255,518 SH   SOLE   255,518 0 0
ALLEGIANT TRAVEL CO COMMON 01748X102 22,037 170,206 SH   SOLE   170,206 0 0
AMGEN INC COMMON 031162100 37,976 199,894 SH   SOLE   199,894 0 0
AMNEAL PHARMACEUTICALS INC COMMON 03168L105 25,581 1,805,274 SH   SOLE   1,805,274 0 0
AMERISAFE INC COMMON 03071H100 27,606 464,745 SH   SOLE   464,745 0 0
AMERICAN TOWER CORP COMMON 03027X100 59,514 302,011 SH   SOLE   302,011 0 0
AMAZON.COM INC. COMMON 023135106 17,758 9,972 SH   SOLE   9,972 0 0
ANSYS INC COMMON 03662Q105 39,616 216,824 SH   SOLE   216,824 0 0
ARTISAN PARTNERS ASSET MA -A COMMON 04316A108 8,168 324,503 SH   SOLE   324,503 0 0
APTARGROUP INC COMMON 038336103 16,549 155,548 SH   SOLE   155,548 0 0
ATRICURE INC COMMON 04963C209 13,049 487,095 SH   SOLE   487,095 0 0
BROADCOM INC COMMON 11135F101 41,748 138,833 SH   SOLE   138,833 0 0
AVANOS MEDICAL INC COMMON 05350V106 232 5,431 SH   SOLE   5,431 0 0
ALIBABA GROUP HOLDING-SP ADR COMMON 01609W102 93,364 511,723 SH   SOLE   511,723 0 0
BOOZ ALLEN HAMILTON HOLDINGS COMMON 099502106 41,150 707,782 SH   SOLE   707,782 0 0
CREDICORP LTD COMMON G2519Y108 27,601 115,028 SH   SOLE   115,028 0 0
BANCO BRADESCO-ADR COMMON 059460303 33,783 3,096,472 SH   SOLE   3,096,472 0 0
BANCO DE CHILE-ADR COMMON 059520106 11,129 378,037 SH   SOLE   378,037 0 0
BRINKS CO/THE COMMON 109696104 11,362 150,665 SH   SOLE   150,665 0 0
BALCHEM CORP COMMON 057665200 31,936 344,143 SH   SOLE   344,143 0 0
BERRY GLOBAL GROUP INC COMMON 08579W103 24,389 452,730 SH   SOLE   452,730 0 0
BIOHAVEN PHARMACEUTICAL HOLD COMMON G11196105 5,388 104,679 SH   SOLE   104,679 0 0
BAIDU INC - SPON ADR COMMON 056752108 57,015 345,862 SH   SOLE   345,862 0 0
BIO-RAD LABORATORIES-A COMMON 090572207 27,188 88,944 SH   SOLE   88,944 0 0
BJS RESTAURANTS INC COMMON 09180C106 16,716 353,556 SH   SOLE   353,556 0 0
BLACK KNIGHT INC COMMON 09215C105 12,869 236,129 SH   SOLE   236,129 0 0
BOOKING HOLDINGS INC COMMON 09857L108 663 380 SH   SOLE   380 0 0
BP PLC-SPONS ADR COMMON 055622104 29,079 665,121 SH   SOLE   665,121 0 0
BROADRIDGE FINANCIAL SOLUTIO COMMON 11133T103 23,642 228,002 SH   SOLE   228,002 0 0
BRUKER CORP COMMON 116794108 3,590 93,395 SH   SOLE   93,395 0 0
BURLINGTON STORES INC COMMON 122017106 39,846 254,316 SH   SOLE   254,316 0 0
CAMDEN NATIONAL CORP COMMON 133034108 281 6,729 SH   SOLE   6,729 0 0
CACI INTERNATIONAL INC -CL A COMMON 127190304 375 2,059 SH   SOLE   2,059 0 0
CATHAY GENERAL BANCORP COMMON 149150104 27,035 797,248 SH   SOLE   797,248 0 0
CAMBREX CORP COMMON 132011107 16,901 435,027 SH   SOLE   435,027 0 0
COMMUNITY BANK SYSTEM INC COMMON 203607106 446 7,468 SH   SOLE   7,468 0 0
CABOT MICROELECTRONICS CORP COMMON 12709P103 4,176 37,303 SH   SOLE   37,303 0 0
CENTRAL GARDEN & PET CO COMMON 153527106 10,938 427,947 SH   SOLE   427,947 0 0
CENTRAL GARDEN AND PET CO-A COMMON 153527205 18,776 807,567 SH   SOLE   807,567 0 0
COGNEX CORP COMMON 192422103 33,983 668,176 SH   SOLE   668,176 0 0
CITY HOLDING CO COMMON 177835105 349 4,577 SH   SOLE   4,577 0 0
CHURCHILL DOWNS INC COMMON 171484108 30,347 336,219 SH   SOLE   336,219 0 0
CHEMICAL FINANCIAL CORP COMMON 163731102 17,899 434,872 SH   SOLE   434,872 0 0
CHUYS HOLDINGS INC COMMON 171604101 12,365 543,045 SH   SOLE   543,045 0 0
BANCOLOMBIA S.A.-SPONS ADR COMMON 05968L102 15,947 312,319 SH   SOLE   312,319 0 0
COLUMBUS MCKINNON CORP/NY COMMON 199333105 418 12,171 SH   SOLE   12,171 0 0
CANTEL MEDICAL CORP COMMON 138098108 28,157 420,943 SH   SOLE   420,943 0 0
CME GROUP INC COMMON 12572Q105 28,297 171,932 SH   SOLE   171,932 0 0
COMPASS MINERALS INTERNATION COMMON 20451N101 11,880 218,495 SH   SOLE   218,495 0 0
COHEN & STEERS INC COMMON 19247A100 21,978 519,933 SH   SOLE   519,933 0 0
CYRUSONE INC COMMON 23283R100 29,531 563,142 SH   SOLE   563,142 0 0
CORESITE REALTY CORP COMMON 21870Q105 20,728 193,679 SH   SOLE   193,679 0 0
COSTCO WHOLESALE CORP COMMON 22160K105 13,425 55,443 SH   SOLE   55,443 0 0
COPA HOLDINGS SA-CLASS A COMMON P31076105 13,026 161,598 SH   SOLE   161,598 0 0
CALLON PETROLEUM CO COMMON 13123X102 13,665 1,809,949 SH   SOLE   1,809,949 0 0
CARTERS INC COMMON 146229109 24,304 241,134 SH   SOLE   241,134 0 0
CISCO SYS INC COMMON 17275R102 44,272 819,996 SH   SOLE   819,996 0 0
CARDIOVASCULAR SYSTEMS INC COMMON 141619106 7,565 195,681 SH   SOLE   195,681 0 0
CATALENT INC COMMON 148806102 73,389 1,808,051 SH   SOLE   1,808,051 0 0
CTRIP.COM INTERNATIONAL-ADR COMMON 22943F100 24,269 555,474 SH   SOLE   555,474 0 0
COGNIZANT TECH SOLUTIONS CRP COMMON 192446102 11,242 155,175 SH   SOLE   155,175 0 0
COVANTA HOLDING CORP COMMON 22282E102 38,877 2,245,950 SH   SOLE   2,245,950 0 0
CAVCO INDUSTRIES INC COMMON 149568107 17,765 151,155 SH   SOLE   151,155 0 0
CASELLA WASTE SYSTEMS INC-A COMMON 147448104 16,850 473,851 SH   SOLE   473,851 0 0
CONCHO RESOURCES INC COMMON 20605P101 8,306 74,857 SH   SOLE   74,857 0 0
DEERE & CO COMMON 244199105 272 1,700 SH   SOLE   1,700 0 0
EASTERLY GOVERNMENT PROPERTI COMMON 27616P103 22,390 1,243,172 SH   SOLE   1,243,172 0 0
DECKERS OUTDOOR CORP COMMON 243537107 517 3,518 SH   SOLE   3,518 0 0
DENNYS CORP COMMON 24869P104 506 27,564 SH   SOLE   27,564 0 0
WALT DISNEY CO/THE COMMON 254687106 235 2,116 SH   SOLE   2,116 0 0
PHYSICIANS REALTY TRUST COMMON 71943U104 23,702 1,260,070 SH   SOLE   1,260,070 0 0
DORMAN PRODUCTS INC COMMON 258278100 31,148 353,588 SH   SOLE   353,588 0 0
DOVA PHARMACEUTICALS INC COMMON 25985T102 1,458 163,989 SH   SOLE   163,989 0 0
DARDEN RESTAURANTS INC COMMON 237194105 19,437 160,017 SH   SOLE   160,017 0 0
DRIL-QUIP INC COMMON 262037104 16,405 357,798 SH   SOLE   357,798 0 0
DYCOM INDUSTRIES INC COMMON 267475101 1,690 36,786 SH   SOLE   36,786 0 0
EMERGENT BIOSOLUTIONS INC COMMON 29089Q105 339 6,709 SH   SOLE   6,709 0 0
MERIDIAN BANCORP INC COMMON 58958U103 12,581 801,845 SH   SOLE   801,845 0 0
ECOLAB INC COMMON 278865100 34,028 192,752 SH   SOLE   192,752 0 0
US ECOLOGY INC COMMON 91732J102 25,431 454,279 SH   SOLE   454,279 0 0
ENCORE CAPITAL GROUP INC COMMON 292554102 2,944 108,131 SH   SOLE   108,131 0 0
NEW ORIENTAL EDUCATIO-SP ADR COMMON 647581107 16,306 180,994 SH   SOLE   180,994 0 0
ENTERPRISE FINANCIAL SERVICE COMMON 293712105 365 8,950 SH   SOLE   8,950 0 0
ENTEGRIS INC COMMON 29362U104 28,977 811,918 SH   SOLE   811,918 0 0
EPAM SYSTEMS INC COMMON 29414B104 67,317 398,017 SH   SOLE   398,017 0 0
BOTTOMLINE TECHNOLOGIES INC COMMON 101388106 3,536 70,585 SH   SOLE   70,585 0 0
EXLSERVICE HOLDINGS INC COMMON 302081104 24,725 411,938 SH   SOLE   411,938 0 0
EAGLE MATERIALS INC COMMON 26969P108 20,244 240,142 SH   SOLE   240,142 0 0
EXPONENT INC COMMON 30214U102 52,569 910,765 SH   SOLE   910,765 0 0
FLAGSTAR BANCORP INC COMMON 337930705 333 10,129 SH   SOLE   10,129 0 0
FOUR CORNERS PROPERTY TRUST COMMON 35086T109 551 18,625 SH   SOLE   18,625 0 0
FORUM ENERGY TECHNOLOGIES IN COMMON 34984V100 3,747 733,360 SH   SOLE   733,360 0 0
FIRST FINANCIAL BANCORP COMMON 320209109 403 16,763 SH   SOLE   16,763 0 0
FIRST HAWAIIAN INC COMMON 32051X108 20,307 779,557 SH   SOLE   779,557 0 0
FIRST INTERSTATE BANCSYS-A COMMON 32055Y201 271 6,799 SH   SOLE   6,799 0 0
FIVE BELOW COMMON 33829M101 101,475 816,702 SH   SOLE   816,702 0 0
AMICUS THERAPEUTICS INC COMMON 03152W109 5,925 435,689 SH   SOLE   435,689 0 0
FORRESTER RESEARCH INC COMMON 346563109 5,339 110,422 SH   SOLE   110,422 0 0
FOX FACTORY HOLDING CORP COMMON 35138V102 7,887 112,845 SH   SOLE   112,845 0 0
FIRST REPUBLIC BANK/SAN FRAN COMMON 33616C100 12,402 123,457 SH   SOLE   123,457 0 0
FEDERAL SIGNAL CORP COMMON 313855108 400 15,376 SH   SOLE   15,376 0 0
GLACIER BANCORP INC COMMON 37637Q105 51,615 1,288,125 SH   SOLE   1,288,125 0 0
GLOBAL BLOOD THERAPEUTICS IN COMMON 37890U108 6,973 131,732 SH   SOLE   131,732 0 0
GARDNER DENVER HOLDINGS INC COMMON 36555P107 25,133 903,727 SH   SOLE   903,727 0 0
GRUPO FINANCIERO GALICIA-ADR COMMON 399909100 4,693 183,884 SH   SOLE   183,884 0 0
GRACO INC COMMON 384109104 22,863 461,686 SH   SOLE   461,686 0 0
GLOBUS MEDICAL INC - A COMMON 379577208 53,891 1,090,699 SH   SOLE   1,090,699 0 0
ALPHABET INC-CL A COMMON 02079K305 16,401 13,936 SH   SOLE   13,936 0 0
GRAY TELEVISION INC COMMON 389375106 384 17,970 SH   SOLE   17,970 0 0
GETTY REALTY CORP COMMON 374297109 497 15,531 SH   SOLE   15,531 0 0
GW PHARMACEUTICALS -ADR COMMON 36197T103 4,474 26,540 SH   SOLE   26,540 0 0
HEALTHCARE SERVICES GROUP COMMON 421906108 9,481 287,383 SH   SOLE   287,383 0 0
HDFC BANK LTD-ADR COMMON 40415F101 19,754 170,422 SH   SOLE   170,422 0 0
HELEN OF TROY LTD COMMON G4388N106 18,024 155,430 SH   SOLE   155,430 0 0
HOULIHAN LOKEY INC COMMON 441593100 4,174 91,034 SH   SOLE   91,034 0 0
HMS HOLDINGS CORP COMMON 40425J101 11,438 386,282 SH   SOLE   386,282 0 0
HERITAGE INSURANCE HOLDINGS COMMON 42727J102 1,856 127,141 SH   SOLE   127,141 0 0
HUAZHU GROUP LTD-ADR COMMON 44332N106 658 15,623 SH   SOLE   15,623 0 0
HEARTLAND EXPRESS INC COMMON 422347104 21,284 1,103,921 SH   SOLE   1,103,921 0 0
HUBSPOT INC COMMON 443573100 60,015 361,082 SH   SOLE   361,082 0 0
HEXCEL CORP COMMON 428291108 26,499 383,162 SH   SOLE   383,162 0 0
IBERIABANK CORP COMMON 450828108 19,066 265,872 SH   SOLE   265,872 0 0
INTERNATIONAL BANCSHARES CRP COMMON 459044103 392 10,317 SH   SOLE   10,317 0 0
ICF INTERNATIONAL INC COMMON 44925C103 29,817 391,920 SH   SOLE   391,920 0 0
ICON PLC COMMON G4705A100 1,971 14,431 SH   SOLE   14,431 0 0
ICU MEDICAL INC COMMON 44930G107 96,559 403,454 SH   SOLE   403,454 0 0
IDACORP INC COMMON 451107106 28,079 282,086 SH   SOLE   282,086 0 0
ISHARES MSCI INDIA ETF MUTUAL FUND 46429B598 1,966 55,776 SH   SOLE   55,776 0 0
INFOSYS LTD-SP ADR COMMON 456788108 10,208 933,915 SH   SOLE   933,915 0 0
SUMMIT HOTEL PROPERTIES INC COMMON 866082100 21,540 1,887,853 SH   SOLE   1,887,853 0 0
IQIYI INC-ADR COMMON 46267X108 16,665 696,688 SH   SOLE   696,688 0 0
INDEPENDENCE REALTY TRUST IN COMMON 45378A106 496 45,991 SH   SOLE   45,991 0 0
GARTNER INC COMMON 366651107 56,902 375,143 SH   SOLE   375,143 0 0
ITAU UNIBANCO H-SPON PRF ADR COMMON 465562106 23,630 2,682,196 SH   SOLE   2,682,196 0 0
JAZZ PHARMACEUTICALS PLC COMMON G50871105 19,011 132,988 SH   SOLE   132,988 0 0
JOHN BEAN TECHNOLOGIES CORP COMMON 477839104 23,203 252,513 SH   SOLE   252,513 0 0
JELD-WEN HOLDING INC COMMON 47580P103 1,547 87,598 SH   SOLE   87,598 0 0
JAMES RIVER GROUP HOLDINGS L COMMON G5005R107 19,972 498,304 SH   SOLE   498,304 0 0
KAR AUCTION SERVICES INC COMMON 48238T109 38,437 749,115 SH   SOLE   749,115 0 0
KIMBERLY-CLARK CORP COMMON 494368103 1,393 11,246 SH   SOLE   11,246 0 0
KINDER MORGAN INC COMMON 49456B101 36,697 1,833,927 SH   SOLE   1,833,927 0 0
KNIGHT-SWIFT TRANSPORTATION COMMON 499049104 2,867 87,726 SH   SOLE   87,726 0 0
QUAKER CHEMICAL CORP COMMON 747316107 31,493 157,206 SH   SOLE   157,206 0 0
LITHIA MOTORS INC-CL A COMMON 536797103 53,941 581,571 SH   SOLE   581,571 0 0
LAUREATE EDUCATION INC-A COMMON 518613203 220 14,700 SH   SOLE   14,700 0 0
LINCOLN ELECTRIC HOLDINGS COMMON 533900106 19,590 233,570 SH   SOLE   233,570 0 0
LHC GROUP INC COMMON 50187A107 34,967 315,414 SH   SOLE   315,414 0 0
LINDE PLC COMMON G5494J103 32,161 182,804 SH   SOLE   182,804 0 0
LOCKHEED MARTIN CORPORATION COMMON 539830109 35,843 119,412 SH   SOLE   119,412 0 0
GRAND CANYON EDUCATION INC COMMON 38526M106 76,683 669,664 SH   SOLE   669,664 0 0
LEXINGTON REALTY TRUST COMMON 529043101 191 21,104 SH   SOLE   21,104 0 0
MASTERCARD INC - A COMMON 57636Q104 17,169 72,921 SH   SOLE   72,921 0 0
MID-AMERICA APARTMENT COMM COMMON 59522J103 19,552 178,835 SH   SOLE   178,835 0 0
MICROCHIP TECHNOLOGY INC. COMMON 595017104 20,851 251,343 SH   SOLE   251,343 0 0
MEREDITH CORP COMMON 589433101 393 7,108 SH   SOLE   7,108 0 0
MEDIDATA SOLUTIONS INC COMMON 58471A105 38,954 531,874 SH   SOLE   531,874 0 0
MACQUARIE INFRASTRUCTURE COR COMMON 55608B105 17,672 428,713 SH   SOLE   428,713 0 0
MIDDLEBY CORP COMMON 596278101 18,536 142,555 SH   SOLE   142,555 0 0
MICHAELS COS INC/THE COMMON 59408Q106 8,419 737,223 SH   SOLE   737,223 0 0
MIMECAST LTD COMMON G14838109 8,839 186,678 SH   SOLE   186,678 0 0
MOBILE MINI INC COMMON 60740F105 19,393 571,405 SH   SOLE   571,405 0 0
MARKETAXESS HOLDINGS INC COMMON 57060D108 52,896 214,955 SH   SOLE   214,955 0 0
MAKEMYTRIP LTD COMMON V5633W109 13,017 471,626 SH   SOLE   471,626 0 0
MERCK & CO. INC. COMMON 58933Y105 41,741 501,878 SH   SOLE   501,878 0 0
MICROSOFT CORP COMMON 594918104 30,529 258,850 SH   SOLE   258,850 0 0
MATADOR RESOURCES CO COMMON 576485205 48,486 2,508,336 SH   SOLE   2,508,336 0 0
VAIL RESORTS INC COMMON 91879Q109 25,725 118,387 SH   SOLE   118,387 0 0
MACOM TECHNOLOGY SOLUTIONS H COMMON 55405Y100 12,067 722,166 SH   SOLE   722,166 0 0
NEUROCRINE BIOSCIENCES INC COMMON 64125C109 21,037 238,783 SH   SOLE   238,783 0 0
NORDSON CORP COMMON 655663102 23,961 180,807 SH   SOLE   180,807 0 0
NEXTERA ENERGY INC COMMON 65339F101 60,608 313,509 SH   SOLE   313,509 0 0
NEOGEN CORP COMMON 640491106 8,570 149,330 SH   SOLE   149,330 0 0
NEXTERA ENERGY PARTNERS LP COMMON 65341B106 29,388 630,103 SH   SOLE   630,103 0 0
NATL HEALTH INVESTORS INC COMMON 63633D104 23,204 295,398 SH   SOLE   295,398 0 0
NIKE INC -CL B COMMON 654106103 303 3,595 SH   SOLE   3,595 0 0
NOAH HOLDINGS LTD-SPON ADS COMMON 65487X102 6,348 130,997 SH   SOLE   130,997 0 0
SERVICENOW INC COMMON 81762P102 12,646 51,306 SH   SOLE   51,306 0 0
NEWPARK RESOURCES INC COMMON 651718504 300 32,700 SH   SOLE   32,700 0 0
NETEASE INC-ADR COMMON 64110W102 12,203 50,540 SH   SOLE   50,540 0 0
NORTHWESTERN CORP COMMON 668074305 36,235 514,633 SH   SOLE   514,633 0 0
OASIS PETROLEUM INC COMMON 674215108 166 27,520 SH   SOLE   27,520 0 0
OCEANFIRST FINANCIAL CORP COMMON 675234108 255 10,585 SH   SOLE   10,585 0 0
OGE ENERGY CORP COMMON 670837103 23,483 544,602 SH   SOLE   544,602 0 0
OLLIES BARGAIN OUTLET HOLDI COMMON 681116109 4,403 51,595 SH   SOLE   51,595 0 0
OLD REPUBLIC INTL CORP COMMON 680223104 28,286 1,352,110 SH   SOLE   1,352,110 0 0
OXFORD INDUSTRIES INC COMMON 691497309 24,275 322,551 SH   SOLE   322,551 0 0
PACWEST BANCORP COMMON 695263103 21,196 563,564 SH   SOLE   563,564 0 0
PATRICK INDUSTRIES INC COMMON 703343103 22,177 489,352 SH   SOLE   489,352 0 0
PAYCHEX INC. COMMON 704326107 35,439 441,882 SH   SOLE   441,882 0 0
PAYLOCITY HOLDING CORP COMMON 70438V106 45,035 504,934 SH   SOLE   504,934 0 0
PARSLEY ENERGY INC-CLASS A COMMON 701877102 16,242 841,556 SH   SOLE   841,556 0 0
PEBBLEBROOK HOTEL TRUST COMMON 70509V100 21,167 681,473 SH   SOLE   681,473 0 0
PERFORMANCE FOOD GROUP CO COMMON 71377A103 48,889 1,233,321 SH   SOLE   1,233,321 0 0
PROOFPOINT INC COMMON 743424103 27,603 227,314 SH   SOLE   227,314 0 0
PROVIDENT FINANCIAL SERVICES COMMON 74386T105 347 13,384 SH   SOLE   13,384 0 0
POLARIS INDUSTRIES INC COMMON 731068102 18,790 222,556 SH   SOLE   222,556 0 0
PREMIER INC-CLASS A COMMON 74051N102 23,943 694,214 SH   SOLE   694,214 0 0
PIPER JAFFRAY COS COMMON 724078100 486 6,673 SH   SOLE   6,673 0 0
DAVE & BUSTERS ENTERTAINMEN COMMON 238337109 5,249 105,258 SH   SOLE   105,258 0 0
DOUGLAS DYNAMICS INC COMMON 25960R105 420 11,040 SH   SOLE   11,040 0 0
PLANTRONICS INC COMMON 727493108 224 4,864 SH   SOLE   4,864 0 0
EPLUS INC COMMON 294268107 566 6,397 SH   SOLE   6,397 0 0
PHILIP MORRIS INTERNATIONAL COMMON 718172109 30,545 345,575 SH   SOLE   345,575 0 0
PINNACLE FINANCIAL PARTNERS COMMON 72346Q104 32,534 594,777 SH   SOLE   594,777 0 0
INSULET CORP COMMON 45784P101 27,243 286,500 SH   SOLE   286,500 0 0
POLYONE CORPORATION COMMON 73179P106 30,488 1,040,189 SH   SOLE   1,040,189 0 0
POOL CORP COMMON 73278L105 23,925 145,028 SH   SOLE   145,028 0 0
PORTLAND GENERAL ELECTRIC CO COMMON 736508847 24,161 466,077 SH   SOLE   466,077 0 0
POWER INTEGRATIONS INC COMMON 739276103 34,317 490,663 SH   SOLE   490,663 0 0
PACIFIC PREMIER BANCORP INC COMMON 69478X105 22,004 829,382 SH   SOLE   829,382 0 0
PROASSURANCE CORP COMMON 74267C106 9,340 269,876 SH   SOLE   269,876 0 0
PRA GROUP INC COMMON 69354N106 14,213 530,141 SH   SOLE   530,141 0 0
PRIMORIS SERVICES CORP COMMON 74164F103 23,255 1,124,499 SH   SOLE   1,124,499 0 0
PRICESMART INC COMMON 741511109 2,552 43,339 SH   SOLE   43,339 0 0
PORTOLA PHARMACEUTICALS INC COMMON 737010108 4,400 126,801 SH   SOLE   126,801 0 0
PROPETRO HOLDING CORP COMMON 74347M108 503 22,332 SH   SOLE   22,332 0 0
QUALCOMM INC COMMON 747525103 3,954 69,327 SH   SOLE   69,327 0 0
RESTAURANT BRANDS INTERN COMMON 76131D103 32,452 498,411 SH   SOLE   498,411 0 0
QTS REALTY TRUST INC-CL A COMMON 74736A103 36,987 822,116 SH   SOLE   822,116 0 0
RITCHIE BROS AUCTIONEERS COMMON 767744105 61,877 1,819,923 SH   SOLE   1,819,923 0 0
GIBRALTAR INDUSTRIES INC COMMON 374689107 490 12,059 SH   SOLE   12,059 0 0
ROGERS CORP COMMON 775133101 34,051 214,319 SH   SOLE   214,319 0 0
RBC BEARINGS INC COMMON 75524B104 60,869 478,646 SH   SOLE   478,646 0 0
RAPID7 INC COMMON 753422104 35,697 705,329 SH   SOLE   705,329 0 0
RPM INTERNATIONAL INC COMMON 749685103 42,400 730,524 SH   SOLE   730,524 0 0
RETROPHIN INC COMMON 761299106 3,290 145,365 SH   SOLE   145,365 0 0
RAYONIER ADVANCED MATERIALS COMMON 75508B104 279 20,590 SH   SOLE   20,590 0 0
SIGNATURE BANK COMMON 82669G104 29,819 232,836 SH   SOLE   232,836 0 0
STARBUCKS CORP COMMON 855244109 244 3,284 SH   SOLE   3,284 0 0
SCHNITZER STEEL INDS INC-A COMMON 806882106 420 17,492 SH   SOLE   17,492 0 0
SERVICEMASTER GLOBAL HOLDING COMMON 81761R109 10,199 218,390 SH   SOLE   218,390 0 0
STIFEL FINANCIAL CORP COMMON 860630102 29,831 565,407 SH   SOLE   565,407 0 0
SIMMONS FIRST NATL CORP-CL A COMMON 828730200 229 9,340 SH   SOLE   9,340 0 0
SELECTIVE INSURANCE GROUP COMMON 816300107 805 12,726 SH   SOLE   12,726 0 0
SITEONE LANDSCAPE SUPPLY INC COMMON 82982L103 35,667 624,089 SH   SOLE   624,089 0 0
SIX FLAGS ENTERTAINMENT CORP COMMON 83001A102 33,339 675,571 SH   SOLE   675,571 0 0
SKYLINE CHAMPION CORP COMMON 830830105 15,645 823,403 SH   SOLE   823,403 0 0
SILICON LABORATORIES INC COMMON 826919102 55,173 682,327 SH   SOLE   682,327 0 0
SILGAN HOLDINGS INC COMMON 827048109 32,023 1,080,772 SH   SOLE   1,080,772 0 0
SCHNEIDER NATIONAL INC-CL B COMMON 80689H102 16,577 787,526 SH   SOLE   787,526 0 0
SUN HYDRAULICS CORP COMMON 866942105 22,894 492,238 SH   SOLE   492,238 0 0
CHINA PETROLEUM & CHEM-ADR COMMON 16941R108 10,019 126,023 SH   SOLE   126,023 0 0
SPARTAN MOTORS INC COMMON 846819100 3,319 375,912 SH   SOLE   375,912 0 0
SUPERIOR ENERGY SERVICES INC COMMON 868157108 5,168 1,106,562 SH   SOLE   1,106,562 0 0
STONERIDGE INC COMMON 86183P102 431 14,927 SH   SOLE   14,927 0 0
SS&C TECHNOLOGIES HOLDINGS COMMON 78467J100 40,234 631,722 SH   SOLE   631,722 0 0
STAG INDUSTRIAL INC COMMON 85254J102 61,872 2,086,745 SH   SOLE   2,086,745 0 0
STERIS PLC COMMON G8473T100 35,393 276,445 SH   SOLE   276,445 0 0
SUN COMMUNITIES INC COMMON 866674104 32,334 272,817 SH   SOLE   272,817 0 0
SOUTHWEST GAS HOLDINGS INC COMMON 844895102 414 5,033 SH   SOLE   5,033 0 0
SYNEOS HEALTH INC COMMON 87166B102 48,248 932,155 SH   SOLE   932,155 0 0
AT&T, INC COMMON 00206R102 17,730 565,365 SH   SOLE   565,365 0 0
CARROLS RESTAURANT GROUP INC COMMON 14574X104 251 25,202 SH   SOLE   25,202 0 0
TEXAS CAPITAL BANCSHARES INC COMMON 88224Q107 44,107 807,973 SH   SOLE   807,973 0 0
THERMON GROUP HOLDINGS INC COMMON 88362T103 3,948 161,094 SH   SOLE   161,094 0 0
TIFFANY & CO COMMON 886547108 653 6,182 SH   SOLE   6,182 0 0
TENCENT MUSIC ENTERTAINM-ADR COMMON 88034P109 11,718 647,404 SH   SOLE   647,404 0 0
TRIMAS CORP COMMON 896215209 535 17,708 SH   SOLE   17,708 0 0
TAIWAN SEMICONDUCTOR-SP ADR COMMON 874039100 19,677 480,406 SH   SOLE   480,406 0 0
TORO CO COMMON 891092108 37,112 539,104 SH   SOLE   539,104 0 0
TUPPERWARE BRANDS CORPORATION COMMON 899896104 7,158 279,845 SH   SOLE   279,845 0 0
TEXAS ROADHOUSE INC COMMON 882681109 66,641 1,071,575 SH   SOLE   1,071,575 0 0
TYLER TECHNOLOGIES INC COMMON 902252105 19,755 96,651 SH   SOLE   96,651 0 0
UNION BANKSHARES CORP COMMON 90539J109 464 14,361 SH   SOLE   14,361 0 0
UNITED BANKSHARES INC COMMON 909907107 17,675 487,727 SH   SOLE   487,727 0 0
UNIVERSAL FOREST PRODUCTS COMMON 913543104 21,758 727,923 SH   SOLE   727,923 0 0
ULTIMATE SOFTWARE GROUP INC COMMON 90385D107 28,052 84,974 SH   SOLE   84,974 0 0
UNITEDHEALTH GROUP INC COMMON 91324P102 59,968 242,529 SH   SOLE   242,529 0 0
UNIVAR INC COMMON 91336L107 9,988 450,726 SH   SOLE   450,726 0 0
VALLEY NATIONAL BANCORP COMMON 919794107 224 23,390 SH   SOLE   23,390 0 0
VIPER ENERGY PARTNERS LP COMMON 92763M105 21,298 642,267 SH   SOLE   642,267 0 0
VERISK ANALYTICS INC COMMON 92345Y106 14,007 105,316 SH   SOLE   105,316 0 0
VIRTUSA CORP COMMON 92827P102 31,073 581,344 SH   SOLE   581,344 0 0
WABTEC CORP COMMON 929740108 24,286 329,438 SH   SOLE   329,438 0 0
WESTERN ALLIANCE BANCORP COMMON 957638109 26,458 644,698 SH   SOLE   644,698 0 0
WEBSTER FINANCIAL CORP COMMON 947890109 51,259 1,011,633 SH   SOLE   1,011,633 0 0
WALKER & DUNLOP INC COMMON 93148P102 375 7,357 SH   SOLE   7,357 0 0
WD-40 CO COMMON 929236107 19,298 113,892 SH   SOLE   113,892 0 0
WRIGHT MEDICAL GROUP NV COMMON N96617118 33,436 1,063,140 SH   SOLE   1,063,140 0 0
WESBANCO INC COMMON 950810101 257 6,474 SH   SOLE   6,474 0 0
WATSCO INC COMMON 942622200 25,610 178,825 SH   SOLE   178,825 0 0
WEST PHARMACEUTICAL SERVICES COMMON 955306105 38,507 349,424 SH   SOLE   349,424 0 0
W&T OFFSHORE INC COMMON 92922P106 269 39,053 SH   SOLE   39,053 0 0
WOODWARD INC COMMON 980745103 6,277 66,151 SH   SOLE   66,151 0 0
WOLVERINE WORLD WIDE INC COMMON 978097103 23,712 663,632 SH   SOLE   663,632 0 0
XENIA HOTELS & RESORTS INC COMMON 984017103 397 18,112 SH   SOLE   18,112 0 0
EXXON MOBIL CORP COMMON 30231G102 329 4,075 SH   SOLE   4,075 0 0
YUM CHINA HOLDINGS INC COMMON 98850P109 33,216 739,609 SH   SOLE   739,609 0 0
ZAYO GROUP HOLDINGS INC COMMON 98919V105 11,852 417,022 SH   SOLE   417,022 0 0
ZEBRA TECHNOLOGIES CORP-CL A COMMON 989207105 55,137 263,146 SH   SOLE   263,146 0 0
ZOGENIX INC COMMON 98978L204 5,543 100,769 SH   SOLE   100,769 0 0
ZOETIS INC COMMON 98978V103 13,012 129,255 SH   SOLE   129,255 0 0