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
ADTRAN INC COM 00738A106 29,701 1,300,954 SH   SOLE   1,299,274 0 1,680
AIR TRANSPORT SERVICES GRP I COM 00922R105 36,979 1,258,661 SH   SOLE   1,257,491 0 1,170
API GROUP CORP COM STK 00187Y100 38,705 1,501,932 SH   SOLE   1,500,112 0 1,820
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 37,167 780,173 SH   SOLE   778,918 0 1,255
ATI PHYSICAL THERAPY INC COM CL A 00216W109 16,517 4,872,221 SH   SOLE   4,872,221 0 0
BOTTOMLINE TECH DEL INC COM 101388106 38,476 681,354 SH   SOLE   680,399 0 955
BRIGHTVIEW HLDGS INC COM 10948C107 42,316 3,005,407 SH   SOLE   3,001,662 0 3,745
CALLAWAY GOLF CO COM 131193104 27,004 984,108 SH   SOLE   983,533 0 575
CATALENT INC COM 148806102 7,882 61,563 SH   SOLE   61,283 0 280
CISCO SYS INC COM 17275R102 16,205 255,716 SH   SOLE   254,566 0 1,150
COMPASS MINERALS INTL INC COM 20451N101 35,021 685,615 SH   SOLE   684,630 0 985
DEVON ENERGY CORP NEW COM 25179M103 15,329 347,990 SH   SOLE   347,675 0 315
DOUGLAS DYNAMICS INC COM 25960R105 25,092 642,408 SH   SOLE   641,433 0 975
ENCORE CAP GROUP INC COM 292554102 30,508 491,186 SH   SOLE   490,626 0 560
EVERCORE INC CLASS A 29977A105 28,572 210,319 SH   SOLE   210,079 0 240
EXLSERVICE HOLDINGS INC COM 302081104 32,371 223,604 SH   SOLE   223,124 0 480
FRONTDOOR INC COM 35905A109 23,133 631,175 SH   SOLE   630,870 0 305
GENTEX CORP COM 371901109 31,591 906,474 SH   SOLE   905,329 0 1,145
GRANITE CONSTR INC COM 387328107 26,856 693,953 SH   SOLE   693,153 0 800
HILLENBRAND INC COM 431571108 61,006 1,173,423 SH   SOLE   1,171,928 0 1,495
HOSTESS BRANDS INC CL A 44109J106 43,908 2,150,240 SH   SOLE   2,147,600 0 2,640
INTEL CORP COM 458140100 9,046 175,643 SH   SOLE   175,113 0 530
ISHARES TR IBOXX INV CP ETF 464287242 360 2,720 SH   SOLE   2,720 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 320 1,925 SH   SOLE   1,925 0 0
JAMES RIV GROUP LTD COM G5005R107 29,399 1,020,440 SH   SOLE   1,019,850 0 590
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 28,186 2,251,258 SH   SOLE   2,250,808 0 450
JOHNSON & JOHNSON COM 478160104 11,199 65,466 SH   SOLE   65,181 0 285
KNOWLES CORP COM 49926D109 44,186 1,892,326 SH   SOLE   1,889,706 0 2,620
LENDINGTREE INC NEW COM 52603B107 19,273 157,204 SH   SOLE   157,019 0 185
MEDTRONIC PLC SHS G5960L103 310 3,000 SH   SOLE   3,000 0 0
MICROSOFT CORP COM 594918104 2,680 7,969 SH   SOLE   7,894 0 75
ORACLE CORP COM 68389X105 11,012 126,273 SH   SOLE   125,878 0 395
PEPSICO INC COM 713448108 7,939 45,704 SH   SOLE   45,504 0 200
PHILIP MORRIS INTL INC COM 718172109 12,060 126,947 SH   SOLE   126,487 0 460
QUOTIENT TECHNOLOGY INC COM 749119103 20,933 2,821,180 SH   SOLE   2,818,835 0 2,345
SHUTTERSTOCK INC COM 825690100 49,432 445,820 SH   SOLE   445,010 0 810
SP PLUS CORP COM 78469C103 24,463 866,859 SH   SOLE   865,814 0 1,045
STERICYCLE INC COM 858912108 35,478 594,873 SH   SOLE   594,238 0 635
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 40,306 891,141 SH   SOLE   889,941 0 1,200
TWITTER INC COM 90184L102 8,344 193,055 SH   SOLE   192,355 0 700
UPLAND SOFTWARE INC COM 91544A109 19,589 1,091,921 SH   SOLE   1,091,921 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,674 19,750 SH   SOLE   19,750 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 623 1,427 SH   SOLE   1,427 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 977 15,950 SH   SOLE   15,950 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,842 112,437 SH   SOLE   112,192 0 245
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 31,662 1,485,803 SH   SOLE   1,485,803 0 0
WASTE CONNECTIONS INC COM 94106B101 10,038 73,663 SH   SOLE   73,307 0 355
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 59,330 1,452,740 SH   SOLE   1,450,425 0 2,315
WORLD FUEL SVCS CORP COM 981475106 19,860 750,283 SH   SOLE   749,813 0 470
ZIMMER BIOMET HOLDINGS INC COM 98956P102 7,750 61,008 SH   SOLE   60,923 0 85