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
8X8 INC NEW COM 282914100 7,754 331,530 SH   SOLE   331,530 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 11,677 183,085 SH   SOLE   183,085 0 0
ADAPTHEALTH CORP COMMON STOCK 00653Q102 8,897 382,030 SH   SOLE   382,030 0 0
ADIENT PLC ORD SHS G0084W101 11,613 280,160 SH   SOLE   280,160 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 12,052 724,735 SH   SOLE   724,735 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 804 7,965 SH   SOLE   7,965 0 0
ALTRA INDL MOTION CORP COM 02208R106 11,675 210,925 SH   SOLE   210,925 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 14,962 308,811 SH   SOLE   308,811 0 0
AMERIS BANCORP COM 03076K108 15,110 291,245 SH   SOLE   291,245 0 0
AMETEK INC COM 031100100 657 5,301 SH   SOLE   5,301 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 12,454 238,486 SH   SOLE   238,486 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 11,559 236,280 SH   SOLE   236,280 0 0
ASSURED GUARANTY LTD COM G0585R106 9,963 212,845 SH   SOLE   212,845 0 0
AXALTA COATING SYS LTD COM G0750C108 657 22,510 SH   SOLE   22,510 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 14,897 419,525 SH   SOLE   419,525 0 0
BANK OZK COM 06417N103 13,120 305,260 SH   SOLE   305,260 0 0
BANNER CORP COM NEW 06652V208 13,571 245,815 SH   SOLE   245,815 0 0
BEACON ROOFING SUPPLY INC COM 073685109 11,853 248,176 SH   SOLE   248,176 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 17,094 353,115 SH   SOLE   353,115 0 0
CATHAY GEN BANCORP COM 149150104 12,641 305,405 SH   SOLE   305,405 0 0
CENTRAL PAC FINL CORP COM NEW 154760409 9,937 386,949 SH   SOLE   386,949 0 0
CHAMPIONX CORPORATION COM 15872M104 12,133 542,630 SH   SOLE   542,630 0 0
CHEESECAKE FACTORY INC COM 163072101 13,499 287,213 SH   SOLE   287,213 0 0
CYRUSONE INC COM 23283R100 1,057 13,652 SH   SOLE   13,652 0 0
DESPEGAR COM CORP ORD SHS G27358103 9,965 828,355 SH   SOLE   828,355 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,268 13,393 SH   SOLE   13,393 0 0
DIEBOLD NIXDORF INC COM STK 253651103 20,908 2,068,040 SH   SOLE   2,068,040 0 0
DXC TECHNOLOGY CO COM 23355L106 8,975 267,030 SH   SOLE   267,030 0 0
E L F BEAUTY INC COM 26856L103 10,001 344,260 SH   SOLE   344,260 0 0
EAST WEST BANCORP INC COM 27579R104 1,007 12,984 SH   SOLE   12,984 0 0
EL POLLO LOCO HLDGS INC COM 268603107 6,381 377,560 SH   SOLE   377,560 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 580 18,200 SH   SOLE   18,200 0 0
ENCOMPASS HEALTH CORP COM 29261A100 997 13,286 SH   SOLE   13,286 0 0
ENERSYS COM 29275Y102 12,459 167,375 SH   SOLE   167,375 0 0
ENPRO INDS INC COM 29355X107 13,337 153,090 SH   SOLE   153,090 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 13,924 333,030 SH   SOLE   333,030 0 0
EQT CORP COM 26884L109 18,279 893,400 SH   SOLE   893,400 0 0
ESSENT GROUP LTD COM G3198U102 7,918 179,920 SH   SOLE   179,920 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 813 4,217 SH   SOLE   4,217 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 859 3,289 SH   SOLE   3,289 0 0
GLACIER BANCORP INC NEW COM 37637Q105 13,633 246,310 SH   SOLE   246,310 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 11,582 245,808 SH   SOLE   245,808 0 0
HANGER INC COM NEW 41043F208 8,683 395,420 SH   SOLE   395,420 0 0
HASBRO INC COM 418056107 788 8,830 SH   SOLE   8,830 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 811 27,331 SH   SOLE   27,331 0 0
HELIOS TECHNOLOGIES INC COM 42328H109 12,430 151,380 SH   SOLE   151,380 0 0
HUDSON PAC PPTYS INC COM 444097109 12,070 459,450 SH   SOLE   459,450 0 0
IDACORP INC COM 451107106 12,447 120,402 SH   SOLE   120,402 0 0
INGREDION INC COM 457187102 731 8,218 SH   SOLE   8,218 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 12,162 177,605 SH   SOLE   177,605 0 0
KAR AUCTION SVCS INC COM 48238T109 24,350 1,485,637 SH   SOLE   1,485,637 0 0
KILROY RLTY CORP COM 49427F108 700 10,572 SH   SOLE   10,572 0 0
KIRBY CORP COM 497266106 13,453 280,515 SH   SOLE   280,515 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 13,620 1,041,290 SH   SOLE   1,041,290 0 0
LINCOLN ELEC HLDGS INC COM 533900106 8,027 62,330 SH   SOLE   62,330 0 0
LKQ CORP COM 501889208 1,044 20,742 SH   SOLE   20,742 0 0
NASDAQ INC COM 631103108 404 2,092 SH   SOLE   2,092 0 0
NAVIENT CORPORATION COM 63938C108 7,253 367,630 SH   SOLE   367,630 0 0
NEW RELIC INC COM 64829B100 9,838 137,075 SH   SOLE   137,075 0 0
OSHKOSH CORP COM 688239201 838 8,184 SH   SOLE   8,184 0 0
OUTFRONT MEDIA INC COM 69007J106 14,231 564,705 SH   SOLE   564,705 0 0
PDC ENERGY INC COM 69327R101 16,855 355,670 SH   SOLE   355,670 0 0
PHYSICIANS RLTY TR COM 71943U104 16,060 911,490 SH   SOLE   911,490 0 0
PLANTRONICS INC NEW COM 727493108 16,598 645,604 SH   SOLE   645,604 0 0
POPULAR INC COM NEW 733174700 13,527 174,161 SH   SOLE   174,161 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 8,807 187,420 SH   SOLE   187,420 0 0
POST HLDGS INC COM 737446104 8,854 80,370 SH   SOLE   80,370 0 0
PROSPERITY BANCSHARES INC COM 743606105 939 13,207 SH   SOLE   13,207 0 0
REDWOOD TR INC COM 758075402 13,306 1,032,250 SH   SOLE   1,032,250 0 0
REGAL BELOIT CORP COM 758750103 1,041 6,924 SH   SOLE   6,924 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 874 6,267 SH   SOLE   6,267 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 9,209 371,465 SH   SOLE   371,465 0 0
RESOURCES CONNECTION INC COM 76122Q105 1,566 99,220 SH   SOLE   99,220 0 0
REXNORD CORP COM 76169B102 12,980 201,900 SH   SOLE   201,900 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 13,481 314,384 SH   SOLE   314,384 0 0
SEALED AIR CORP NEW COM 81211K100 9,556 174,415 SH   SOLE   174,415 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 13,139 309,160 SH   SOLE   309,160 0 0
SLM CORP COM 78442P106 10,580 601,163 SH   SOLE   601,163 0 0
STERICYCLE INC COM 858912108 7,081 104,185 SH   SOLE   104,185 0 0
SYNEOS HEALTH INC CL A 87166B102 14,536 166,165 SH   SOLE   166,165 0 0
TEREX CORP NEW COM 880779103 10,758 255,530 SH   SOLE   255,530 0 0
TREEHOUSE FOODS INC COM 89469A104 13,106 328,640 SH   SOLE   328,640 0 0
URBAN OUTFITTERS INC COM 917047102 8,646 291,210 SH   SOLE   291,210 0 0
US FOODS HLDG CORP COM 912008109 13,800 398,153 SH   SOLE   398,153 0 0
VALVOLINE INC COM 92047W101 8,337 267,387 SH   SOLE   267,387 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 15,626 715,130 SH   SOLE   715,130 0 0
WABTEC COM 929740108 689 7,996 SH   SOLE   7,996 0 0
WEBSTER FINL CORP CONN COM 947890109 24,777 454,957 SH   SOLE   454,957 0 0
WESTROCK CO COM 96145D105 894 17,943 SH   SOLE   17,943 0 0