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
AAON INC COM 00032Q104 5,356 96,100 SH   SOLE   96,100 0 0
ACADEMY SPORTS & OUTDOORS IN COM CL A 00402L107 12,238 310,600 SH   SOLE   310,600 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 3,345 100,000 SH   SOLE   100,000 0 0
AMEDISYS INC COM 023436108 9,459 54,900 SH   SOLE   54,900 0 0
ASPEN AEROGELS INC COM 04523Y105 4,262 123,600 SH   SOLE   123,600 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 7,140 194,600 SH   SOLE   194,600 0 0
AZENTA INC COM 114340102 7,598 91,680 SH   SOLE   91,680 0 0
CALERES INC COM 129500104 5,264 272,300 SH   SOLE   272,300 0 0
CALIX INC COM 13100M509 6,385 148,800 SH   SOLE   148,800 0 0
CENTURY CMNTYS INC COM 156504300 3,514 65,600 SH   SOLE   65,600 0 0
CHART INDS INC COM 16115Q308 11,884 69,185 SH   SOLE   69,185 0 0
CHURCHILL DOWNS INC COM 171484108 15,886 71,630 SH   SOLE   71,630 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 7,929 187,000 SH   SOLE   187,000 0 0
COMFORT SYS USA INC COM 199908104 17,259 193,900 SH   SOLE   193,900 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,025 51,245 SH   SOLE   51,245 0 0
EXPONENT INC COM 30214U102 6,633 61,385 SH   SOLE   61,385 0 0
FEDERAL SIGNAL CORP COM 313855108 10,922 323,600 SH   SOLE   323,600 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101 6,907 529,300 SH   SOLE   529,300 0 0
FULL HSE RESORTS INC COM 359678109 11,474 1,194,000 SH   SOLE   1,194,000 0 0
GOLDEN ENTMT INC COM 381013101 12,427 214,000 SH   SOLE   214,000 0 0
HARMONIC INC COM 413160102 9,366 1,008,200 SH   SOLE   1,008,200 0 0
HELEN OF TROY LTD COM G4388N106 3,830 19,555 SH   SOLE   19,555 0 0
HELIOS TECHNOLOGIES INC COM 42328H109 14,040 174,950 SH   SOLE   174,950 0 0
HUDSON TECHNOLOGIES INC COM 444144109 7,800 1,256,000 SH   SOLE   1,256,000 0 0
HURON CONSULTING GROUP INC COM 447462102 16,189 353,400 SH   SOLE   353,400 0 0
ICF INTL INC COM 44925C103 14,954 158,850 SH   SOLE   158,850 0 0
INTEGER HLDGS CORP COM 45826H109 7,582 94,100 SH   SOLE   94,100 0 0
IRADIMED CORP COM 46266A109 9,560 213,200 SH   SOLE   213,200 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 6,035 29,400 SH   SOLE   29,400 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 8,440 33,000 SH   SOLE   33,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 15,599 100,205 SH   SOLE   100,205 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 12,092 102,070 SH   SOLE   102,070 0 0
KBR INC COM 48242W106 15,188 277,500 SH   SOLE   277,500 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 5,904 117,000 SH   SOLE   117,000 0 0
LANTRONIX INC COM NEW 516548203 6,871 1,028,600 SH   SOLE   1,028,600 0 0
LITTELFUSE INC COM 537008104 7,440 29,830 SH   SOLE   29,830 0 0
MARCUS CORP DEL COM 566330106 4,572 258,300 SH   SOLE   258,300 0 0
MATSON INC COM 57686G105 7,684 63,705 SH   SOLE   63,705 0 0
MAXIMUS INC COM 577933104 18,273 243,800 SH   SOLE   243,800 0 0
MCGRATH RENTCORP COM 580589109 8,422 99,100 SH   SOLE   99,100 0 0
MRC GLOBAL INC COM 55345K103 5,598 470,000 SH   SOLE   470,000 0 0
MYR GROUP INC DEL COM 55405W104 13,429 142,805 SH   SOLE   142,805 0 0
R1 RCM INC COM 749397105 6,907 258,100 SH   SOLE   258,100 0 0
REPAY HLDGS CORP COM CL A 76029L100 6,881 465,900 SH   SOLE   465,900 0 0
SHYFT GROUP INC COM 825698103 11,136 308,400 SH   SOLE   308,400 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 7,971 706,000 SH   SOLE   706,000 0 0
SPX CORP COM 784635104 5,623 113,800 SH   SOLE   113,800 0 0
STAGWELL INC COM CL A 85256A109 8,720 1,204,387 SH   SOLE   1,204,387 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 6,186 1,505,000 SH   SOLE   1,505,000 0 0
TOPBUILD CORP COM 89055F103 8,510 46,915 SH   SOLE   46,915 0 0
USA TRUCK INC COM 902925106 3,685 178,900 SH   SOLE   178,900 0 0
VEECO INSTRUMENTS INC COM 922417100 7,823 287,700 SH   SOLE   287,700 0 0
VERINT SYS INC COM 92343X100 8,272 160,000 SH   SOLE   160,000 0 0
VINTAGE WINE ESTATES INC COM 92747V106 14,520 1,471,100 SH   SOLE   1,471,100 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 16,075 39,140 SH   SOLE   39,140 0 0
WOLVERINE WORLD WIDE INC COM 978097103 5,480 242,900 SH   SOLE   242,900 0 0