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
ADVANCED DRAIN SYS INC DEL COM 00790R104 6,577 48,313 SH   SOLE   48,313 0 0
ALAMO GROUP INC COM 011311107 1,101 7,481 SH   SOLE   7,481 0 0
ANTERO RESOURCES CORP COM 03674X106 4,785 273,421 SH   SOLE   273,421 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 4,293 24,854 SH   SOLE   24,854 0 0
AVAYA HLDGS CORP COM 05351X101 6,248 315,564 SH   SOLE   315,564 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 5,707 141,253 SH   SOLE   141,253 0 0
CARMAX INC COM 143130102 1,548 11,883 SH   SOLE   11,883 0 0
CAVCO INDS INC DEL COM 149568107 24,837 78,190 SH   SOLE   78,190 0 0
CELESTICA INC SUB VTG SHS 15101Q108 6,158 553,295 SH   SOLE   553,295 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 719 6,172 SH   SOLE   6,172 0 0
CLEAN HARBORS INC COM 184496107 2,278 22,835 SH   SOLE   22,835 0 0
CLEARFIELD INC COM 18482P103 4,400 52,124 SH   SOLE   52,124 0 0
EAGLE MATLS INC COM 26969P108 1,788 10,742 SH   SOLE   10,742 0 0
ECHOSTAR CORP CL A 278768106 6,420 243,657 SH   SOLE   243,657 0 0
ENCORE CAP GROUP INC COM 292554102 2,191 35,283 SH   SOLE   35,283 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 1,760 20,077 SH   SOLE   20,077 0 0
EVERI HLDGS INC COM 30034T103 5,499 257,548 SH   SOLE   257,548 0 0
FORESTAR GROUP INC COM 346232101 5,202 239,183 SH   SOLE   239,183 0 0
GMS INC COM 36251C103 11,235 186,902 SH   SOLE   186,902 0 0
GOPRO INC CL A 38268T103 5,952 577,277 SH   SOLE   577,277 0 0
GREENBRIER COS INC COM 393657101 13,783 300,345 SH   SOLE   300,345 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 14,738 332,906 SH   SOLE   332,906 0 0
HESKA CORP COM RESTRC NEW 42805E306 6,532 35,794 SH   SOLE   35,794 0 0
HUDSON GLOBAL INC COM NEW 443787205 405 13,959 SH   SOLE   13,959 0 0
HURON CONSULTING GROUP INC COM 447462102 5,424 108,706 SH   SOLE   108,706 0 0
IMAX CORP COM 45245E109 1,735 97,253 SH   SOLE   97,253 0 0
IMPINJ INC COM 453204109 361 4,068 SH   SOLE   4,068 0 0
INTELLICHECK INC COM NEW 45817G201 397 86,000 SH   SOLE   86,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 1,439 105,541 SH   SOLE   105,541 0 0
LOVESAC COMPANY COM 54738L109 1,181 17,822 SH   SOLE   17,822 0 0
M D C HLDGS INC COM 552676108 4,405 78,903 SH   SOLE   78,903 0 0
MASTEC INC COM 576323109 10,927 118,409 SH   SOLE   118,409 0 0
MASTEC INC COM 576323109 1,384 15,000 SH Put SOLE   15,000 0 0
MILLERKNOLL INC COM 600544100 7,199 183,697 SH   SOLE   183,697 0 0
MINERALS TECHNOLOGIES INC COM 603158106 4,402 60,180 SH   SOLE   60,180 0 0
NATIONAL BEVERAGE CORP COM 635017106 214 4,712 SH   SOLE   4,712 0 0
NATIONAL INSTRS CORP COM 636518102 11,423 261,582 SH   SOLE   261,582 0 0
NOVA LTD COM M7516K103 5,387 36,768 SH   SOLE   36,768 0 0
NUTRIEN LTD COM 67077M108 2,837 37,723 SH   SOLE   37,723 0 0
ONEMAIN HLDGS INC COM 68268W103 513 10,247 SH   SOLE   10,247 0 0
ORION GROUP HLDGS INC COM 68628V308 335 88,959 SH   SOLE   88,959 0 0
PRA GROUP INC COM 69354N106 2,078 41,390 SH   SOLE   41,390 0 0
PRECISION DRILLING CORP COM NEW 74022D407 868 24,491 SH   SOLE   24,491 0 0
PRIMORIS SVCS CORP COM 74164F103 3,197 133,314 SH   SOLE   133,314 0 0
ROCKY BRANDS INC COM 774515100 1,779 44,687 SH   SOLE   44,687 0 0
SCHOLASTIC CORP COM 807066105 293 7,324 SH   SOLE   7,324 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 16,688 211,295 SH   SOLE   211,295 0 0
SONOCO PRODS CO COM 835495102 543 9,380 SH   SOLE   9,380 0 0
STANDEX INTL CORP COM 854231107 1,550 14,009 SH   SOLE   14,009 0 0
STEELCASE INC CL A 858155203 1,274 108,735 SH   SOLE   108,735 0 0
STRIDE INC COM 86333M108 10,633 319,029 SH   SOLE   319,029 0 0
SUN CMNTYS INC COM 866674104 4,083 19,445 SH   SOLE   19,445 0 0
SYNCHRONY FINANCIAL COM 87165B103 3,477 74,962 SH   SOLE   74,962 0 0
TITAN MACHY INC COM 88830R101 1,851 54,929 SH   SOLE   54,929 0 0
TRAVELCENTERS OF AMERICA INC COM NEW 89421B109 4,372 84,701 SH   SOLE   84,701 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 5,177 90,259 SH   SOLE   90,259 0 0
WNS HLDGS LTD SPON ADR 92932M101 3,667 41,568 SH   SOLE   41,568 0 0