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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
89BIO INC COM COM 282559103   7,025,420 551,879 SH   SOLE   1,064,015 0 0
AKEBIA THERAPEUTICS INC COM COM 00972D105   38,559 66,826 SH   SOLE   66,826 0 0
AMERIS BANCORP COM COM 03076K108   6,065,221 128,664 SH   SOLE   253,088 0 0
ARCBEST CORP COM COM 03937C105   7,627,776 108,906 SH   SOLE   213,102 0 0
ARCOSA INC COM COM 039653100   6,069,724 111,699 SH   SOLE   213,630 0 0
ARDELYX INC COM COM 039697107   8,256,393 2,896,980 SH   SOLE   5,263,820 0 0
AXOS FINANCIAL INC COM COM 05465C100   11,915,085 311,750 SH   SOLE   606,243 0 0
BANCORP INC DEL COM COM NEW 05969A105   22,200,823 782,270 SH   SOLE   1,443,821 0 0
BANNER CORP COM NEW COM UNIT 06652V208   212,668 3,365 SH   SOLE   3,365 0 0
BLACK STONE MINERALS L P COM UNIT COM 09225M101   3,191,180 189,163 SH   SOLE   366,321 0 0
CENTRAL GARDEN & PET CO COM COM 153527106   5,999,228 160,193 SH   SOLE   313,930 0 0
CENTURY CASINOS INC COM COM 156492100   8,575,862 1,219,895 SH   SOLE   2,409,357 0 0
CF INDS HLDGS INC COM COM 125269100   227,143 2,666 SH   SOLE   2,666 0 0
COMMSCOPE HLDG CO INC COM COM 20337X109   73,500 10,000 SH   SOLE   10,000 0 0
CRITEO S A SPONS ADS SPONS ADS 226718104   12,367,894 474,593 SH   SOLE   935,268 0 0
DIGITALBRIDGE GROUP INC CL A NEW CL A NEW 25401T603   8,557,235 782,197 SH   SOLE   1,529,433 0 0
ENCOMPASS HEALTH CORP COM COM 29261A100   8,102,221 135,466 SH   SOLE   267,206 0 0
ENHABIT INC COM COM 29332G102   7,480,420 568,421 SH   SOLE   1,119,086 0 0
ENOVA INTL INC COM COM 29357K103   13,048,678 340,075 SH   SOLE   659,872 0 0
FIRST FNDTN INC COM COM 32026V104   3,769,707 263,064 SH   SOLE   513,000 0 0
FOX FACTORY HLDG CORP COM COM 35138V102   293,761 3,220 SH   SOLE   3,220 0 0
FRANKLIN BSP RLTY TR INC COMMON STOCK COMMON STOCK 35243J101   7,118,362 551,811 SH   SOLE   1,074,750 0 0
FRANKLIN ELEC INC COM COM 353514102   338,300 4,242 SH   SOLE   4,242 0 0
FTAI AVIATION LTD SHS SHS G3730V105   9,453,373 552,183 SH   SOLE   1,075,189 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK COMMON STOCK 35953C106   6,807,901 2,307,763 SH   SOLE   4,477,769 0 0
GARRETT MOTION INC PFD CONV SER A CONV SER A 366505204   8,213,670 944,100 SH   SOLE   1,814,243 0 0
GREENLIGHT CAPITAL RE LTD CLASS A CL A NEW G4095J109   12,824,954 1,573,614 SH   SOLE   2,945,407 0 0
HERON THERAPEUTICS INC COM COM 427746102   3,477,700 1,391,080 SH   SOLE   2,642,203 0 0
IDT CORP CL B NEW CL B NEW 448947507   7,549,560 268,000 SH   SOLE   517,494 0 0
INTUIT COM COM 461202103   295,418 759 SH   SOLE   759 0 0
LINCOLN ELEC HLDGS INC COM COM 533900106   208,788 1,445 SH   SOLE   1,445 0 0
LIONS GATE ENTMNT CORP CL A VTG CL A VTG 535919401   4,985,589 873,133 SH   SOLE   1,689,477 0 0
MUELLER WTR PRODS INC COM SER A COM SER A 624758108   7,288,200 677,342 SH   SOLE   1,315,522 0 0
NAUTILUS INC COM COM 63910B102   27,820 18,183 SH   SOLE   18,183 0 0
NI HLDGS INC COM COM 65342T106   4,404,977 331,950 SH   SOLE   620,567 0 0
OMNIAB INC COM COM 68218J103   4,608,684 1,280,190 SH   SOLE   2,352,375 0 0
PATHWARD FINANCIAL INC COM COM 59100U108   13,600,141 315,915 SH   SOLE   619,704 0 0
PAYPAL HLDGS INC COM COM 70450Y103   217,933 3,060 SH   SOLE   3,060 0 0
PERFORMANT FINL CORP COM COM 71377E105   72,200 20,000 SH   SOLE   20,000 0 0
POTBELLY CORP COM COM 73754Y100   180,607 32,425 SH   SOLE   32,425 0 0
REVOLVE GROUP INC CL A CL A 76156B107   5,181,772 232,784 SH   SOLE   452,794 0 0
SENSIENT TECHNOLOGIES CORP COM COM 81725T100   220,291 3,021 SH   SOLE   3,021 0 0
SHYFT GROUP INC COM COM 825698103   7,828,315 314,896 SH   SOLE   617,247 0 0
SOLARIS OILFIELD INFRASTRUCTUR COM CL A COM CL A 83418M103   6,989,082 703,835 SH   SOLE   1,380,037 0 0
STANDARD MTR PRODS INC COM COM 853666105   5,698,256 163,743 SH   SOLE   321,737 0 0
SUMMIT MATLS INC CL A CL A 86614U100   10,192,180 359,006 SH   SOLE   710,454 0 0
TRIMAS CORP COM NEW COM NEW 896215209   10,992,585 396,272 SH   SOLE   777,300 0 0
TRINITY INDS INC COM COM 896522109   10,600,875 358,501 SH   SOLE   697,344 0 0
VERSABANK NEW COM COM 92512J106   2,527,242 332,600 SH   SOLE   619,982 0 0
VIASAT INC COM COM 92552V100   222,594 7,033 SH   SOLE   7,033 0 0
WABTEC COM COM 929740108   5,100,830 158,644 SH   SOLE   316,118 0 0