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 9,810 195,185 SH   SOLE   195,185 0 0
ADIENT PLC ORD SHS G0084W101 10,050 289,040 SH   SOLE   289,040 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 9,709 578,960 SH   SOLE   578,960 0 0
ALTRA INDL MOTION CORP COM 02208R106 8,221 148,305 SH   SOLE   148,305 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 13,781 322,215 SH   SOLE   322,215 0 0
AMERIS BANCORP COM 03076K108 13,591 357,000 SH   SOLE   357,000 0 0
AMETEK INC COM 031100100 662 5,470 SH   SOLE   5,470 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 9,932 227,286 SH   SOLE   227,286 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 6,498 129,080 SH   SOLE   129,080 0 0
ASSURED GUARANTY LTD COM G0585R106 8,214 260,835 SH   SOLE   260,835 0 0
ATHENE HOLDING LTD CL A G0684D107 786 18,210 SH   SOLE   18,210 0 0
AXALTA COATING SYS LTD COM G0750C108 618 21,630 SH   SOLE   21,630 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 13,353 428,540 SH   SOLE   428,540 0 0
BANK OZK COM 06417N103 8,200 262,240 SH   SOLE   262,240 0 0
BANNER CORP COM NEW 06652V208 11,811 253,515 SH   SOLE   253,515 0 0
BEACON ROOFING SUPPLY INC COM 073685109 13,233 329,260 SH   SOLE   329,260 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 18,146 432,055 SH   SOLE   432,055 0 0
CARTERS INC COM 146229109 9,313 99,000 SH   SOLE   99,000 0 0
CATHAY GEN BANCORP COM 149150104 11,135 345,900 SH   SOLE   345,900 0 0
CHAMPIONX CORPORATION COM 15872M104 9,291 607,240 SH   SOLE   607,240 0 0
CHEESECAKE FACTORY INC COM 163072101 10,681 288,210 SH   SOLE   288,210 0 0
CYRUSONE INC COM 23283R100 761 10,400 SH   SOLE   10,400 0 0
DESPEGAR COM CORP ORD SHS G27358103 8,765 684,240 SH   SOLE   684,240 0 0
DIAMONDBACK ENERGY INC COM 25278X109 11,715 242,040 SH   SOLE   242,040 0 0
DIEBOLD NXDF INC COM 253651103 18,926 1,775,440 SH   SOLE   1,775,440 0 0
DXC TECHNOLOGY CO COM 23355L106 8,392 325,910 SH   SOLE   325,910 0 0
E L F BEAUTY INC COM 26856L103 10,129 402,120 SH   SOLE   402,120 0 0
EAST WEST BANCORP INC COM 27579R104 1,056 20,830 SH   SOLE   20,830 0 0
EL POLLO LOCO HLDGS INC COM 268603107 6,062 334,894 SH   SOLE   334,894 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,113 13,460 SH   SOLE   13,460 0 0
ENERSYS COM 29275Y102 11,439 137,720 SH   SOLE   137,720 0 0
ENPRO INDS INC COM 29355X107 8,594 113,800 SH   SOLE   113,800 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 7,669 227,355 SH   SOLE   227,355 0 0
EQT CORP COM 26884L109 10,174 800,460 SH   SOLE   800,460 0 0
ESSENT GROUP LTD COM G3198U102 7,455 172,560 SH   SOLE   172,560 0 0
FIRST AMERN FINL CORP COM 31847R102 564 10,930 SH   SOLE   10,930 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 945 6,435 SH   SOLE   6,435 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 907 3,325 SH   SOLE   3,325 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 7,485 586,625 SH   SOLE   586,625 0 0
GENPACT LIMITED SHS G3922B107 630 15,240 SH   SOLE   15,240 0 0
GLACIER BANCORP INC NEW COM 37637Q105 13,263 288,270 SH   SOLE   288,270 0 0
HANGER INC COM NEW 41043F208 7,719 351,040 SH   SOLE   351,040 0 0
HASBRO INC COM 418056107 977 10,450 SH   SOLE   10,450 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 784 28,450 SH   SOLE   28,450 0 0
IAA INC COM 449253103 4,599 70,775 SH   SOLE   70,775 0 0
IDACORP INC COM 451107106 12,969 135,055 SH   SOLE   135,055 0 0
IDEX CORP COM 45167R104 616 3,090 SH   SOLE   3,090 0 0
INGREDION INC COM 457187102 732 9,300 SH   SOLE   9,300 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 16,141 248,635 SH   SOLE   248,635 0 0
KAR AUCTION SVCS INC COM 48238T109 20,546 1,104,037 SH   SOLE   1,104,037 0 0
KILROY RLTY CORP COM 49427F108 770 13,420 SH   SOLE   13,420 0 0
KIRBY CORP COM 497266106 14,929 288,035 SH   SOLE   288,035 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 11,945 1,073,223 SH   SOLE   1,073,223 0 0
LINCOLN ELEC HLDGS INC COM 533900106 6,639 57,110 SH   SOLE   57,110 0 0
LKQ CORP COM 501889208 1,271 36,080 SH   SOLE   36,080 0 0
MICHAELS COS INC COM 59408Q106 13,644 1,048,700 SH   SOLE   1,048,700 0 0
NASDAQ INC COM 631103108 350 2,640 SH   SOLE   2,640 0 0
NAVIENT CORPORATION COM 63938C108 6,151 626,410 SH   SOLE   626,410 0 0
NEW RELIC INC COM 64829B100 7,404 113,205 SH   SOLE   113,205 0 0
OUTFRONT MEDIA INC COM 69007J106 9,442 482,710 SH   SOLE   482,710 0 0
PHYSICIANS RLTY TR COM 71943U104 10,909 612,840 SH   SOLE   612,840 0 0
PIONEER NAT RES CO COM 723787107 647 5,680 SH   SOLE   5,680 0 0
PLANTRONICS INC NEW COM 727493108 20,235 748,602 SH   SOLE   748,602 0 0
POPULAR INC COM NEW 733174700 14,196 252,055 SH   SOLE   252,055 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 9,246 216,180 SH   SOLE   216,180 0 0
POST HLDGS INC COM 737446104 8,395 83,110 SH   SOLE   83,110 0 0
QTS RLTY TR INC COM CL A 74736A103 9,232 149,185 SH   SOLE   149,185 0 0
REDWOOD TR INC COM 758075402 8,278 942,860 SH   SOLE   942,860 0 0
REGAL BELOIT CORP COM 758750103 761 6,200 SH   SOLE   6,200 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 1,023 6,170 SH   SOLE   6,170 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 8,855 416,512 SH   SOLE   416,512 0 0
REXNORD CORP COM 76169B102 9,076 229,820 SH   SOLE   229,820 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 9,868 185,355 SH   SOLE   185,355 0 0
SEALED AIR CORP NEW COM 81211K100 8,971 195,925 SH   SOLE   195,925 0 0
SLM CORP COM 78442P106 11,288 911,040 SH   SOLE   911,040 0 0
STERICYCLE INC COM 858912108 8,052 116,135 SH   SOLE   116,135 0 0
STERLING BANCORP DEL COM 85917A100 11,244 625,345 SH   SOLE   625,345 0 0
SYNEOS HEALTH INC CL A 87166B102 16,795 246,510 SH   SOLE   246,510 0 0
TEREX CORP NEW COM 880779103 7,426 212,830 SH   SOLE   212,830 0 0
TREEHOUSE FOODS INC COM 89469A104 14,579 343,110 SH   SOLE   343,110 0 0
US FOODS HLDG CORP COM 912008109 10,864 326,150 SH   SOLE   326,150 0 0
VALVOLINE INC COM 92047W101 8,359 361,217 SH   SOLE   361,217 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 7,487 644,290 SH   SOLE   644,290 0 0
WABTEC COM 929740108 962 13,140 SH   SOLE   13,140 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 6,269 51,510 SH   SOLE   51,510 0 0
WEBSTER FINL CORP CONN COM 947890109 16,650 395,010 SH   SOLE   395,010 0 0
WESTROCK CO COM 96145D105 921 21,150 SH   SOLE   21,150 0 0
WNS HLDGS LTD SPON ADR 92932M101 7,839 108,800 SH   SOLE   108,800 0 0