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
ALLIANCE DATA SYSTEMS CORP COM 018581108 827 14,725 SH   SOLE   14,725 0 0
ARC DOCUMENT SOLUTIONS INC COM 00191G103 995 255,110 SH   SOLE   0 229,555 25,555
BIG LOTS INC COM 089302103 407 11,775 SH   SOLE   11,775 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104 230 12,555 SH   SOLE   12,555 0 0
CANTALOUPE INC COM 138103106 8,157 1,204,940 SH   SOLE   0 1,165,846 39,094
CRAWFORD & CO CL A 224633206 140 18,555 SH   SOLE   18,555 0 0
CRAWFORD & CO CL B 224633107 230 31,555 SH   SOLE   31,555 0 0
DANA INC COM 235825205 572 32,530 SH   SOLE   0 29,555 2,975
DESIGNER BRANDS INC CL A 250565108 600 44,430 SH   SOLE   0 42,555 1,875
DIRTT ENVIRONMENTAL SOLUTIONS COM 25490H106 2,841 905,000 SH   SOLE   0 871,734 33,266
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 775 242,110 SH   SOLE   0 225,555 16,555
EQT CORP COM 26884L109 23,803 691,743 SH   SOLE   0 670,278 21,465
FLOTEK INDS INC DEL COM 343389102 9,619 7,633,999 SH   SOLE   0 7,391,343 242,656
FLUOR CORP NEW COM 343412102 22,235 775,008 SH   SOLE   0 752,355 22,653
FLUSHING FINL CORP COM 343873105 382 17,075 SH   SOLE   17,075 0 0
FOSSIL GROUP INC COM 34988V106 411 42,597 SH   SOLE   42,597 0 0
FREIGHTCAR AMER INC COM 357023100 594 100,555 SH   SOLE   100,555 0 0
GREENBRIER COS INC COM 393657101 3,352 65,070 SH   SOLE   0 63,006 2,064
HEIDRICK & STRUGGLES INTL IN COM 422819102 726 18,340 SH   SOLE   0 17,255 1,085
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 59 12,255 SH   SOLE   12,255 0 0
HOOKER FURNISHINGS CORPORATION COM 439038100 711 37,555 SH   SOLE   37,555 0 0
HOPE BANCORP INC COM 43940T109 418 25,995 SH   SOLE   25,995 0 0
HURCO CO COM 447324104 994 31,550 SH   SOLE   0 29,995 1,555
INTERNATIONAL SEAWAYS INC COM Y41053102 1,048 58,080 SH   SOLE   0 55,555 2,525
KBR INC COM 48242W106 1,241 22,680 SH   SOLE   0 21,155 1,525
MERITOR INC COM 59001K100 1,408 39,595 SH   SOLE   0 39,595 0
MR COOPER GROUP INC COM 62482R107 32,023 701,177 SH   SOLE   0 681,268 19,909
NLIGHT INC COM 65487K100 2,747 158,427 SH   SOLE   0 153,345 5,082
ORION ENERGY SYS INC COM 686275108 37 13,275 SH   SOLE   13,275 0 0
ORION GROUP HLDGS INC COM 68628V308 311 125,555 SH   SOLE   125,555 0 0
PETMED EXPRESS INC COM 716382106 2,077 80,498 SH   SOLE   0 77,758 2,740
POTBELLY CORP COM 73754Y100 15,666 2,338,208 SH   SOLE   0 2,269,241 68,967
PZENA INVT MGMT INC CLASS A 74731Q103 590 73,540 SH   SOLE   0 67,555 5,985
RANGE RES CORP COM 75281A109 751 24,725 SH   SOLE   24,725 0 0
RYERSON HLDG CORP COM 783754104 790 22,555 SH   SOLE   22,555 0 0
SMART SAND INC COM 83191H107 54 15,555 SH   SOLE   15,555 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,383 192,895 SH   SOLE   192,895 0 0
SUPERIOR INDS INTL INC COM 868168105 1,091 234,110 SH   SOLE   0 222,555 11,555
UNITED NAT FOODS INC COM 911163103 331 7,995 SH   SOLE   7,995 0 0
VECTRUS INC COM 92242T101 379 10,555 SH   SOLE   10,555 0 0
WABASH NATL CORP COM 929566107 483 32,555 SH   SOLE   32,555 0 0