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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 8,160 324,860 SH   SOLE   324,860 0 0
ADIENT PLC ORD SHS G0084W101 3,927 239,140 SH   SOLE   239,140 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 5,688 558,170 SH   SOLE   558,170 0 0
ALTRA INDL MOTION CORP COM 02208R106 6,034 189,400 SH   SOLE   189,400 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 9,356 267,625 SH   SOLE   237,915 0 29,710
AMERIS BANCORP COM 03076K108 5,903 250,220 SH   SOLE   250,220 0 0
AMETEK INC COM 031100100 1,673 18,720 SH   SOLE   6,640 0 12,080
ARGO GROUP INTL HLDGS LTD COM G0464B107 5,252 150,796 SH   SOLE   150,796 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 7,078 217,790 SH   SOLE   217,790 0 0
ASSURED GUARANTY LTD COM G0585R106 3,840 157,325 SH   SOLE   157,325 0 0
ATHENE HLDG LTD CL A G0684D107 1,258 40,330 SH   SOLE   14,330 0 26,000
AXALTA COATING SYS LTD COM G0750C108 1,277 56,650 SH   SOLE   20,100 0 36,550
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 10,890 446,500 SH   SOLE   407,150 0 39,350
BANK OZK COM 06417N103 4,103 174,820 SH   SOLE   174,820 0 0
BANNER CORP COM NEW 06652V208 6,012 158,210 SH   SOLE   158,210 0 0
BEACON ROOFING SUPPLY INC COM 073685109 10,467 396,935 SH   SOLE   362,075 0 34,860
CAPRI HOLDINGS LIMITED SHS G1890L107 7,529 481,710 SH   SOLE   434,310 0 47,400
CATHAY GEN BANCORP COM 149150104 6,866 261,070 SH   SOLE   261,070 0 0
CHAMPIONX CORPORATION COM 15872M104 5,365 549,720 SH   SOLE   549,720 0 0
CONCHO RES INC COM 20605P101 1,175 22,810 SH   SOLE   8,110 0 14,700
CYRUSONE INC COM 23283R100 1,463 20,110 SH   SOLE   7,150 0 12,960
DAVE & BUSTERS ENTMT INC COM 238337109 5,049 378,800 SH   SOLE   378,800 0 0
DESPEGAR COM CORP ORD SHS G27358103 3,453 480,890 SH   SOLE   480,890 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,290 30,850 SH   SOLE   10,950 0 19,900
DIEBOLD NXDF INC COM 253651103 19,919 3,286,925 SH   SOLE   2,929,955 0 356,970
DUNKIN BRANDS GROUP INC COM 265504100 10,195 156,290 SH   SOLE   141,130 0 15,160
DXC TECHNOLOGY CO COM 23355L106 5,182 314,090 SH   SOLE   314,090 0 0
E L F BEAUTY INC COM 26856L103 12,388 649,630 SH   SOLE   649,630 0 0
EAST WEST BANCORP INC COM 27579R104 1,976 54,530 SH   SOLE   19,330 0 35,200
EL POLLO LOCO HLDGS INC COM 268603107 6,356 430,644 SH   SOLE   430,644 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,625 42,380 SH   SOLE   15,080 0 27,300
ENERSYS COM 29275Y102 7,049 109,495 SH   SOLE   109,495 0 0
ENPRO INDS INC COM 29355X107 6,289 127,593 SH   SOLE   127,593 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 7,586 359,690 SH   SOLE   359,690 0 0
ESSENT GROUP LTD COM G3198U102 6,038 166,460 SH   SOLE   166,460 0 0
FIRST AMERN FINL CORP COM 31847R102 1,691 35,220 SH   SOLE   12,520 0 22,700
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,947 18,370 SH   SOLE   6,540 0 11,830
FLEETCOR TECHNOLOGIES INC COM 339041105 1,548 6,155 SH   SOLE   2,195 0 3,960
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 5,815 565,685 SH   SOLE   565,685 0 0
GENPACT LIMITED SHS G3922B107 1,451 39,740 SH   SOLE   14,140 0 25,600
GLACIER BANCORP INC NEW COM 37637Q105 8,930 253,055 SH   SOLE   253,055 0 0
HANGER INC COM NEW 41043F208 5,563 335,930 SH   SOLE   335,930 0 0
HASBRO INC COM 418056107 2,156 28,760 SH   SOLE   10,210 0 18,550
HEALTHCARE TR AMER INC CL A NEW 42225P501 1,982 74,720 SH   SOLE   26,550 0 48,170
IAA INC COM 449253103 7,300 189,275 SH   SOLE   170,185 0 19,090
IDACORP INC COM 451107106 9,110 104,264 SH   SOLE   90,295 0 13,969
IDEX CORP COM 45167R104 1,764 11,160 SH   SOLE   3,960 0 7,200
INGREDION INC COM 457187102 1,458 17,570 SH   SOLE   6,260 0 11,310
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 9,995 212,705 SH   SOLE   189,605 0 23,100
IRON MTN INC NEW COM 46284V101 1,951 74,770 SH   SOLE   26,550 0 48,220
KAR AUCTION SVCS INC COM 48238T109 10,509 763,700 SH   SOLE   681,950 0 81,750
KIRBY CORP COM 497266106 7,576 141,450 SH   SOLE   123,400 0 18,050
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 3,920 403,305 SH   SOLE   403,305 0 0
LINCOLN ELEC HLDGS INC COM 533900106 6,227 73,915 SH   SOLE   73,915 0 0
LKQ CORP COM 501889208 2,833 108,120 SH   SOLE   38,470 0 69,650
MICHAELS COS INC COM 59408Q106 12,057 1,705,320 SH   SOLE   1,546,763 0 158,557
MSC INDL DIRECT INC CL A 553530106 5,538 76,060 SH   SOLE   76,060 0 0
NASDAQ INC COM 631103108 1,508 12,620 SH   SOLE   4,480 0 8,140
NAVIENT CORPORATION COM 63938C108 4,243 603,600 SH   SOLE   603,600 0 0
NEW RELIC INC COM 64829B100 7,517 109,105 SH   SOLE   109,105 0 0
NOBLE ENERGY INC COM 655044105 5,133 572,850 SH   SOLE   497,150 0 75,700
OUTFRONT MEDIA INC COM 69007J106 9,078 640,640 SH   SOLE   575,162 0 65,478
PARSLEY ENERGY INC CL A 701877102 5,872 549,814 SH   SOLE   549,814 0 0
PHYSICIANS RLTY TR COM 71943U104 10,224 583,540 SH   SOLE   583,540 0 0
PLANTRONICS INC NEW COM 727493108 15,009 1,022,398 SH   SOLE   931,728 0 90,670
POPULAR INC COM NEW 733174700 6,651 178,945 SH   SOLE   178,945 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 4,823 115,360 SH   SOLE   115,360 0 0
POST HLDGS INC COM 737446104 8,780 100,200 SH   SOLE   87,250 0 12,950
QTS RLTY TR INC COM CL A 74736A103 6,189 96,565 SH   SOLE   96,565 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,194 10,475 SH   SOLE   3,725 0 6,750
REDWOOD TR INC COM 758075402 6,361 908,660 SH   SOLE   908,660 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 1,864 10,900 SH   SOLE   3,850 0 7,050
RESIDEO TECHNOLOGIES INC COM 76118Y104 4,764 406,460 SH   SOLE   406,460 0 0
SABRE CORP COM 78573M104 5,499 682,320 SH   SOLE   598,950 0 83,370
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 7,542 284,910 SH   SOLE   252,260 0 32,650
SEALED AIR CORP NEW COM 81211K100 8,557 260,485 SH   SOLE   228,885 0 31,600
SLM CORP COM 78442P106 7,942 1,129,685 SH   SOLE   1,007,640 0 122,045
STERICYCLE INC COM 858912108 10,972 195,995 SH   SOLE   176,485 0 19,510
STERLING BANCORP DEL COM 85917A100 5,428 463,145 SH   SOLE   463,145 0 0
SYNEOS HEALTH INC CL A 87166B102 9,997 171,630 SH   SOLE   153,100 0 18,530
TEREX CORP NEW COM 880779103 6,234 332,120 SH   SOLE   332,120 0 0
TREEHOUSE FOODS INC COM 89469A104 12,450 284,240 SH   SOLE   254,830 0 29,410
US FOODS HLDG CORP COM 912008109 8,484 430,200 SH   SOLE   382,150 0 48,050
VALVOLINE INC COM 92047W101 6,729 348,117 SH   SOLE   348,117 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 5,071 489,500 SH   SOLE   489,500 0 0
WABTEC COM 929740108 1,598 27,760 SH   SOLE   9,850 0 17,910
WATTS WATER TECHNOLOGIES INC CL A 942749102 6,171 76,180 SH   SOLE   76,180 0 0
WEBSTER FINL CORP CONN COM 947890109 9,326 325,960 SH   SOLE   288,260 0 37,700
WESTROCK CO COM 96145D105 1,991 70,470 SH   SOLE   25,000 0 45,470
WNS HLDGS LTD SPON ADR 92932M101 5,765 104,850 SH   SOLE   104,850 0 0
WPX ENERGY INC COM 98212B103 4,715 738,990 SH   SOLE   738,990 0 0