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
API GROUP CORP COM STK 00187Y100 22,229 1,224,730 SH   SOLE   1,198,280 0 26,450
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 51,981 1,032,604 SH   SOLE   1,011,879 0 20,725
BOTTOMLINE TECH DEL INC COM 101388106 40,030 759,004 SH   SOLE   744,004 0 15,000
BRIGHTVIEW HLDGS INC COM 10948C107 49,577 3,278,882 SH   SOLE   3,203,982 0 74,900
CALLAWAY GOLF CO COM 131193104 28,750 1,197,400 SH   SOLE   1,165,000 0 32,400
CATALENT INC COM 148806102 7,987 76,746 SH   SOLE   76,596 0 150
CERENCE INC COM 156727109 24,622 245,039 SH   SOLE   240,124 0 4,915
CISCO SYS INC COM 17275R102 13,700 306,143 SH   SOLE   305,743 0 400
COMPASS MINERALS INTL INC COM 20451N101 47,168 764,227 SH   SOLE   747,977 0 16,250
CORNERSTONE ONDEMAND INC COM 21925Y103 27,288 619,621 SH   SOLE   604,321 0 15,300
DOUGLAS DYNAMICS INC COM 25960R105 34,612 809,253 SH   SOLE   792,553 0 16,700
ENCORE CAP GROUP INC COM 292554102 17,536 450,215 SH   SOLE   438,485 0 11,730
EVERCORE INC CLASS A 29977A105 34,557 315,184 SH   SOLE   308,409 0 6,775
EXLSERVICE HOLDINGS INC COM 302081104 31,412 368,994 SH   SOLE   361,419 0 7,575
FRONTDOOR INC COM 35905A109 31,180 621,000 SH   SOLE   607,150 0 13,850
GENTEX CORP COM 371901109 40,228 1,185,629 SH   SOLE   1,159,364 0 26,265
HILLENBRAND INC COM 431571108 54,895 1,379,282 SH   SOLE   1,349,607 0 29,675
HOSTESS BRANDS INC CL A 44109J106 47,106 3,217,590 SH   SOLE   3,146,690 0 70,900
INOVALON HLDGS INC COM CL A 45781D101 31,032 1,707,867 SH   SOLE   1,671,467 0 36,400
INTEL CORP COM 458140100 10,042 201,573 SH   SOLE   201,373 0 200
ISHARES TR IBOXX INV CP ETF 464287242 376 2,720 SH   SOLE   2,720 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 2,754 20,900 SH   SOLE   20,900 0 0
JOHNSON & JOHNSON COM 478160104 11,530 73,265 SH   SOLE   73,165 0 100
KNOWLES CORP COM 49926D109 23,865 1,294,914 SH   SOLE   1,270,614 0 24,300
LENDINGTREE INC NEW COM 52603B107 34,544 126,168 SH   SOLE   122,853 0 3,315
MEDPACE HLDGS INC COM 58506Q109 20,189 145,035 SH   SOLE   141,235 0 3,800
MICROSOFT CORP COM 594918104 2,593 11,656 SH   SOLE   11,656 0 0
ORACLE CORP COM 68389X105 10,262 158,632 SH   SOLE   158,632 0 0
PEPSICO INC COM 713448108 8,051 54,286 SH   SOLE   54,186 0 100
PHILIP MORRIS INTL INC COM 718172109 12,877 155,537 SH   SOLE   155,437 0 100
QUOTIENT TECHNOLOGY INC COM 749119103 28,895 3,067,458 SH   SOLE   2,993,183 0 74,275
SHUTTERSTOCK INC COM 825690100 51,957 724,650 SH   SOLE   710,225 0 14,425
SP PLUS CORP COM 78469C103 25,185 873,571 SH   SOLE   854,321 0 19,250
SPS COMMERCE INC COM 78463M107 16,082 148,100 SH   SOLE   145,550 0 2,550
STERICYCLE INC COM 858912108 45,479 655,975 SH   SOLE   641,475 0 14,500
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 49,065 961,880 SH   SOLE   939,555 0 22,325
THERMO FISHER SCIENTIFIC INC COM 883556102 2,660 5,710 SH   SOLE   5,710 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,213 13,750 SH   SOLE   13,750 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 481 1,400 SH   SOLE   1,400 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 931 15,950 SH   SOLE   15,950 0 0
VERINT SYS INC COM 92343X100 36,017 536,134 SH   SOLE   524,984 0 11,150
VERIZON COMMUNICATIONS INC COM 92343V104 7,410 126,125 SH   SOLE   126,125 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 53,438 2,306,332 SH   SOLE   2,254,129 0 52,203
WORLD FUEL SVCS CORP COM 981475106 17,371 557,465 SH   SOLE   542,985 0 14,480
ZIMMER BIOMET HOLDINGS INC COM 98956P102 4,516 29,308 SH   SOLE   29,308 0 0