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 6,403 249,060 SH   SOLE   236,028 0 13,032
AIR LEASE CORP CL A 00912X302 7,878 260,785 SH   SOLE   247,145 0 13,640
ALTRA INDL MOTION CORP COM 02208R106 7,782 309,420 SH   SOLE   293,170 0 16,250
AMERICAN CAMPUS CMNTYS INC COM 024835100 2,916 70,440 SH   SOLE   40,030 0 30,410
AMETEK INC NEW COM 031100100 2,657 39,250 SH   SOLE   22,320 0 16,930
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 7,944 359,310 SH   SOLE   340,530 0 18,780
ASCENA RETAIL GROUP INC COM 04351G101 14,502 5,777,690 SH   SOLE   5,116,860 0 660,830
Bank OZK COM 06417N103 8,975 393,140 SH   SOLE   336,720 0 56,420
BEACON ROOFING SUPPLY INC COM 073685109 20,908 659,140 SH   SOLE   579,380 0 79,760
CADENCE BANCORPORATION CL A 12739A100 7,293 434,640 SH   SOLE   411,990 0 22,650
CARS COM INC COM 14575E105 12,613 586,650 SH   SOLE   509,760 0 76,890
CATHAY GEN BANCORP COM 149150104 5,104 152,230 SH   SOLE   144,330 0 7,900
CONTINENTAL BLDG PRODS INC COM 211171103 7,018 275,765 SH   SOLE   261,365 0 14,400
CORECIVIC INC COM 21871N101 6,063 340,070 SH   SOLE   322,420 0 17,650
DAVE & BUSTERS ENTMT INC COM 238337109 13,252 297,405 SH   SOLE   258,680 0 38,725
DAVITA INC COM 23918K108 3,403 66,130 SH   SOLE   37,580 0 28,550
DIAMONDBACK ENERGY INC COM 25278X109 3,380 36,460 SH   SOLE   20,730 0 15,730
DIEBOLD NXDF INC COM 253651103 14,158 5,685,835 SH   SOLE   4,958,965 0 726,870
E L F BEAUTY INC COM 26856L103 4,852 560,310 SH   SOLE   530,996 0 29,314
EAST WEST BANCORP INC COM 27579R104 2,909 66,830 SH   SOLE   37,980 0 28,850
ENPRO INDS INC COM 29355X107 8,445 140,510 SH   SOLE   133,230 0 7,280
EQUIFAX INC COM 294429105 2,480 26,630 SH   SOLE   15,150 0 11,480
EVERTEC INC COM 30040P103 5,138 179,040 SH   SOLE   169,690 0 9,350
FIRST HAWAIIAN INC COM 32051X108 12,873 571,866 SH   SOLE   495,246 0 76,620
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,253 37,430 SH   SOLE   21,250 0 16,180
FLEETCOR TECHNOLOGIES INC COM 339041105 2,993 16,115 SH   SOLE   9,155 0 6,960
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 10,268 2,486,120 SH   SOLE   2,140,720 0 345,400
GENESEE & WYO INC CL A 371559105 8,148 110,080 SH   SOLE   104,360 0 5,720
GLACIER BANCORP INC NEW COM 37637Q105 6,377 160,945 SH   SOLE   152,595 0 8,350
HANCOCK WHITNEY CORPORATION COM 410120109 6,409 184,965 SH   SOLE   175,365 0 9,600
HEALTHCARE TR AMER INC CL A NEW 42225P501 2,816 111,270 SH   SOLE   63,200 0 48,070
INGREDION INC COM 457187102 2,768 30,280 SH   SOLE   17,220 0 13,060
IRON MTN INC NEW COM 46284V101 2,960 91,320 SH   SOLE   51,900 0 39,420
KAR AUCTION SVCS INC COM 48238T109 16,932 354,819 SH   SOLE   308,349 0 46,470
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 6,913 275,767 SH   SOLE   261,470 0 14,297
LKQ CORP COM 501889208 3,096 130,470 SH   SOLE   74,120 0 56,350
MICHAELS COS INC COM 59408Q106 20,366 1,504,140 SH   SOLE   1,318,812 0 185,328
NASDAQ INC COM 631103108 2,888 35,405 SH   SOLE   20,115 0 15,290
NATUS MEDICAL INC DEL COM 639050103 9,122 268,060 SH   SOLE   254,060 0 14,000
NORTHWESTERN CORP COM NEW 668074305 9,819 165,199 SH   SOLE   140,329 0 24,870
OASIS PETE INC NEW COM 674215108 8,889 1,607,410 SH   SOLE   1,523,360 0 84,050
OUTFRONT MEDIA INC COM 69007J106 15,591 860,420 SH   SOLE   748,550 0 111,870
PARSLEY ENERGY INC CL A 701877102 3,330 208,380 SH   SOLE   118,470 0 89,910
PARTY CITY HOLDCO INC COM 702149105 6,201 621,350 SH   SOLE   588,843 0 32,507
PHYSICIANS RLTY TR COM 71943U104 9,409 586,940 SH   SOLE   556,340 0 30,600
POPULAR INC COM NEW 733174700 5,044 106,825 SH   SOLE   101,225 0 5,600
POST HLDGS INC COM 737446104 5,056 56,730 SH   SOLE   53,740 0 2,990
QTS RLTY TR INC COM CL A 74736A103 13,613 367,435 SH   SOLE   321,955 0 45,480
REDWOOD TR INC COM 758075402 10,706 710,420 SH   SOLE   673,370 0 37,050
RELIANCE STEEL & ALUMINUM CO COM 759509102 2,411 33,870 SH   SOLE   19,220 0 14,650
RESOURCES CONNECTION INC COM 76122Q105 7,410 521,865 SH   SOLE   495,215 0 26,650
RITCHIE BROS AUCTIONEERS COM 767744105 9,539 291,530 SH   SOLE   276,330 0 15,200
SABRE CORP COM 78573M104 2,027 93,680 SH   SOLE   53,210 0 40,470
SILGAN HOLDINGS INC COM 827048109 8,927 377,930 SH   SOLE   358,280 0 19,650
STEELCASE INC CL A 858155203 5,375 362,430 SH   SOLE   343,680 0 18,750
STERICYCLE INC COM 858912108 10,724 292,290 SH   SOLE   249,568 0 42,722
STERLING BANCORP DEL COM 85917A100 16,562 1,003,135 SH   SOLE   868,395 0 134,740
Syneos Health Inc CL A 87166B102 14,950 379,935 SH   SOLE   330,043 0 49,892
TEREX CORP NEW COM 880779103 5,705 206,940 SH   SOLE   196,210 0 10,730
TREEHOUSE FOODS INC COM 89469A104 9,934 195,890 SH   SOLE   168,080 0 27,810
US FOODS HLDG CORP COM 912008109 2,569 81,205 SH   SOLE   46,165 0 35,040
VALVOLINE INC COM 92047W101 11,813 610,510 SH   SOLE   528,510 0 82,000
WABTEC CORP COM 929740108 2,203 31,365 SH   SOLE   17,755 0 13,610
WASHINGTON FED INC COM 938824109 7,149 267,643 SH   SOLE   253,763 0 13,880
WESTROCK CO COM 96145D105 2,705 71,630 SH   SOLE   40,780 0 30,850
WINTRUST FINL CORP COM 97650W108 11,277 169,601 SH   SOLE   160,745 0 8,856
WPX ENERGY INC COM 98212B103 11,917 1,049,945 SH   SOLE   995,050 0 54,895
Wyndham Hotels & Resorts Inc COM 98311A105 3,047 67,160 SH   SOLE   38,160 0 29,000
ZIONS BANCORPORATION N A COM 989701107 2,708 66,470 SH   SOLE   37,470 0 29,000
ADIENT PLC ORD SHS G0084W101 800 53,100 SH   SOLE   50,331 0 2,769
ARGO GROUP INTL HLDGS LTD COM G0464B107 10,616 157,856 SH   SOLE   149,646 0 8,210
ASSURED GUARANTY LTD COM G0585R106 5,837 152,485 SH   SOLE   144,485 0 8,000
ATHENE HLDG LTD CL A G0684D107 3,503 87,960 SH   SOLE   49,760 0 38,200
AXALTA COATING SYS LTD COM G0750C108 1,676 71,550 SH   SOLE   40,700 0 30,850
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 10,426 332,575 SH   SOLE   315,255 0 17,320
DESPEGAR COM CORP ORD SHS G27358103 8,488 683,960 SH   SOLE   648,216 0 35,744
ESSENT GROUP LTD COM G3198U102 10,224 299,130 SH   SOLE   257,340 0 41,790
FGL HLDGS ORD SHS G3402M102 7,339 1,101,900 SH   SOLE   1,045,000 0 56,900
WEATHERFORD INTL PLC ORD SHS G48833100 757 1,354,151 SH   SOLE   1,283,326 0 70,825
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,903 21,715 SH   SOLE   12,345 0 9,370
SIGNET JEWELERS LIMITED SHS G81276100 11,057 348,045 SH   SOLE   303,945 0 44,100
Liberty Latin America Ltd COM CL A G9001E102 5,705 394,015 SH   SOLE   373,675 0 20,340
AERCAP HOLDINGS NV SHS N00985106 3,297 83,255 SH   SOLE   47,315 0 35,940