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 7,695 262,539 SH   SOLE   249,057 0 13,482
AIR LEASE CORP CL A 00912X302 10,330 300,725 SH   SOLE   285,235 0 15,490
ALTRA INDL MOTION CORP COM 02208R106 10,555 339,950 SH   SOLE   322,460 0 17,490
AMERICAN CAMPUS CMNTYS INC COM 024835100 3,365 70,720 SH   SOLE   40,360 0 30,360
AMETEK INC NEW COM 031100100 3,269 39,405 SH   SOLE   22,475 0 16,930
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 9,523 378,360 SH   SOLE   358,880 0 19,480
ASCENA RETAIL GROUP INC COM 04351G101 9,934 9,198,151 SH   SOLE   8,115,644 0 1,082,507
Bank OZK COM 06417N103 9,855 340,075 SH   SOLE   291,405 0 48,670
BEACON ROOFING SUPPLY INC COM 073685109 25,971 807,550 SH   SOLE   710,840 0 96,710
CADENCE BANCORPORATION CL A 12739A100 10,060 542,320 SH   SOLE   514,420 0 27,900
CARS COM INC COM 14575E105 31,364 1,375,630 SH   SOLE   1,201,740 0 173,890
CATHAY GEN BANCORP COM 149150104 5,435 160,270 SH   SOLE   152,070 0 8,200
CONTINENTAL BLDG PRODS INC COM 211171103 7,223 291,375 SH   SOLE   276,475 0 14,900
CORECIVIC INC COM 21871N101 6,929 356,250 SH   SOLE   338,000 0 18,250
DAVE & BUSTERS ENTMT INC COM 238337109 18,726 375,499 SH   SOLE   330,471 0 45,028
DAVITA INC COM 23918K108 2,884 53,130 SH   SOLE   30,330 0 22,800
DIAMONDBACK ENERGY INC COM 25278X109 3,707 36,515 SH   SOLE   20,835 0 15,680
DIEBOLD NXDF INC COM 253651103 41,842 3,779,809 SH   SOLE   3,204,110 0 575,699
E L F BEAUTY INC COM 26856L103 11,217 1,058,184 SH   SOLE   1,003,773 0 54,411
EAST WEST BANCORP INC COM 27579R104 3,191 66,530 SH   SOLE   37,980 0 28,550
ENPRO INDS INC COM 29355X107 7,796 120,960 SH   SOLE   114,730 0 6,230
FIRST HAWAIIAN INC COM 32051X108 15,473 593,976 SH   SOLE   516,956 0 77,020
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,769 37,515 SH   SOLE   21,435 0 16,080
FLEETCOR TECHNOLOGIES INC COM 339041105 3,490 14,155 SH   SOLE   8,095 0 6,060
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 14,743 2,885,170 SH   SOLE   2,521,820 0 363,350
GENESEE & WYO INC CL A 371559105 10,057 115,410 SH   SOLE   109,490 0 5,920
GLACIER BANCORP INC NEW COM 37637Q105 5,703 142,330 SH   SOLE   135,030 0 7,300
HANCOCK WHITNEY CORPORATION COM 410120109 6,051 149,775 SH   SOLE   142,025 0 7,750
HEALTHCARE TR AMER INC CL A NEW 42225P501 3,190 111,570 SH   SOLE   63,650 0 47,920
INGREDION INC COM 457187102 2,877 30,380 SH   SOLE   17,320 0 13,060
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 7,400 132,810 SH   SOLE   126,060 0 6,750
IRON MTN INC NEW COM 46284V101 3,251 91,690 SH   SOLE   52,320 0 39,370
KAR AUCTION SVCS INC COM 48238T109 28,726 559,850 SH   SOLE   496,580 0 63,270
LKQ CORP COM 501889208 4,093 144,230 SH   SOLE   82,330 0 61,900
MEDNAX INC COM 58502B106 8,780 323,140 SH   SOLE   306,390 0 16,750
MICHAELS COS INC COM 59408Q106 18,749 1,641,795 SH   SOLE   1,433,065 0 208,730
NASDAQ INC COM 631103108 2,650 30,285 SH   SOLE   17,295 0 12,990
NATUS MEDICAL INC DEL COM 639050103 7,668 302,120 SH   SOLE   286,620 0 15,500
NAVIENT CORPORATION COM 63938C108 6,384 551,800 SH   SOLE   523,550 0 28,250
NORTHWESTERN CORP COM NEW 668074305 12,115 172,069 SH   SOLE   146,999 0 25,070
OASIS PETE INC NEW COM 674215108 8,224 1,361,570 SH   SOLE   1,291,520 0 70,050
OUTFRONT MEDIA INC COM 69007J106 14,730 629,490 SH   SOLE   549,120 0 80,370
PARSLEY ENERGY INC CL A 701877102 4,035 209,050 SH   SOLE   119,290 0 89,760
PARTY CITY HOLDCO INC COM 702149105 6,225 784,050 SH   SOLE   743,850 0 40,200
PHYSICIANS RLTY TR COM 71943U104 11,591 616,210 SH   SOLE   584,510 0 31,700
POPULAR INC COM NEW 733174700 5,914 113,455 SH   SOLE   107,655 0 5,800
POST HLDGS INC COM 737446104 6,599 60,323 SH   SOLE   57,233 0 3,090
QTS RLTY TR INC COM CL A 74736A103 11,802 262,325 SH   SOLE   228,845 0 33,480
QUEST DIAGNOSTICS INC COM 74834L100 2,548 28,340 SH   SOLE   16,190 0 12,150
REDWOOD TR INC COM 758075402 12,038 745,370 SH   SOLE   707,070 0 38,300
RELIANCE STEEL & ALUMINUM CO COM 759509102 3,056 33,855 SH   SOLE   19,305 0 14,550
RESOURCES CONNECTION INC COM 76122Q105 8,857 535,514 SH   SOLE   508,014 0 27,500
RITCHIE BROS AUCTIONEERS COM 767744105 8,613 253,320 SH   SOLE   240,270 0 13,050
SABRE CORP COM 78573M104 2,006 93,780 SH   SOLE   53,510 0 40,270
SILGAN HOLDINGS INC COM 827048109 8,286 279,660 SH   SOLE   265,260 0 14,400
STERICYCLE INC COM 858912108 22,688 416,910 SH   SOLE   361,710 0 55,200
STERLING BANCORP DEL COM 85917A100 18,352 985,095 SH   SOLE   874,105 0 110,990
Syneos Health Inc CL A 87166B102 16,440 317,615 SH   SOLE   274,552 0 43,063
TREEHOUSE FOODS INC COM 89469A104 5,154 79,850 SH   SOLE   75,860 0 3,990
US FOODS HLDG CORP COM 912008109 2,479 71,005 SH   SOLE   40,515 0 30,490
URBAN OUTFITTERS INC COM 917047102 5,131 173,100 SH   SOLE   164,200 0 8,900
VALVOLINE INC COM 92047W101 7,736 416,810 SH   SOLE   395,460 0 21,350
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 10,152 306,150 SH   SOLE   290,400 0 15,750
WABTEC CORP COM 929740108 3,775 51,210 SH   SOLE   29,200 0 22,010
WESTROCK CO COM 96145D105 2,755 71,850 SH   SOLE   41,000 0 30,850
WHITING PETE CORP NEW COM NEW 966387409 7,327 280,300 SH   SOLE   265,950 0 14,350
WINTRUST FINL CORP COM 97650W108 13,744 204,135 SH   SOLE   193,575 0 10,560
WPX ENERGY INC COM 98212B103 15,483 1,180,980 SH   SOLE   1,042,835 0 138,145
Wyndham Hotels & Resorts Inc COM 98311A105 3,370 67,410 SH   SOLE   38,460 0 28,950
ZIONS BANCORPORATION N A COM 989701107 3,431 75,550 SH   SOLE   43,150 0 32,400
ARGO GROUP INTL HLDGS LTD COM G0464B107 11,685 165,366 SH   SOLE   156,956 0 8,410
ASSURED GUARANTY LTD COM G0585R106 7,155 161,045 SH   SOLE   152,795 0 8,250
ATHENE HLDG LTD CL A G0684D107 3,585 87,860 SH   SOLE   50,110 0 37,750
AXALTA COATING SYS LTD COM G0750C108 2,545 100,970 SH   SOLE   57,620 0 43,350
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 13,787 384,265 SH   SOLE   364,395 0 19,870
DESPEGAR COM CORP ORD SHS G27358103 11,180 750,350 SH   SOLE   711,750 0 38,600
ESSENT GROUP LTD COM G3198U102 8,803 202,600 SH   SOLE   192,250 0 10,350
FGL HLDGS ORD SHS G3402M102 9,054 1,150,410 SH   SOLE   1,091,310 0 59,100
RENAISSANCERE HOLDINGS LTD COM G7496G103 3,133 21,830 SH   SOLE   12,460 0 9,370
SIGNET JEWELERS LIMITED SHS G81276100 12,223 450,035 SH   SOLE   394,535 0 55,500
Liberty Latin America Ltd COM CL A G9001E102 6,115 316,195 SH   SOLE   299,805 0 16,390
AERCAP HOLDINGS NV SHS N00985106 3,888 83,545 SH   SOLE   47,655 0 35,890