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
Advanced Emissions Soln COM 00770C101 2,374 225,000 SH   SOLE 0 225,000 0 0
AMN Healthcare Svcs Inc COM 001744101 9,795 172,875 SH   SOLE 0 172,875 0 0
Avis Budget Group Inc COM 053774105 3,537 157,325 SH   SOLE 0 157,325 0 0
Big Lots Inc COM 089302103 3,603 124,600 SH   SOLE 0 124,600 0 0
Bloomin Brands Inc COM 094235108 6,486 362,525 SH   SOLE 0 362,525 0 0
CalAmp Corp COM 128126109 2,956 227,200 SH   SOLE 0 227,200 0 0
Citi Trends Inc COM 17306X102 3,290 161,375 SH   SOLE 0 161,375 0 0
CNX Resources Corp COM 12653C108 5,938 519,975 SH   SOLE 0 519,975 0 0
Donnelley Financial Soln COM 25787G100 2,735 194,975 SH   SOLE 0 194,975 0 0
FedNat Holding Co COM 31431B109 2,738 137,425 SH   SOLE 0 137,425 0 0
Flushing Financial Inc COM 343873105 2,374 110,275 SH   SOLE 0 110,275 0 0
GAIN Capital Hldgs Inc COM 36268W100 2,725 442,350 SH   SOLE 0 442,350 0 0
Garrett Motion Inc COM 366505105 3,872 313,750 SH   SOLE 0 313,750 0 0
Generac Holdings Inc COM 368736104 8,073 162,425 SH   SOLE 0 162,425 0 0
Gulfport Energy Corp COM 402635304 4,400 671,800 SH   SOLE 0 671,800 0 0
iStar Inc COM 45031U101 2,876 313,650 SH   SOLE 0 313,650 0 0
JELD-WEN Holding Inc COM 47580P103 4,154 292,325 SH   SOLE 0 292,325 0 0
Kimball Electronics Inc COM 49428J109 2,190 141,350 SH   SOLE 0 141,350 0 0
Magellan Health Inc COM 559079207 6,490 114,075 SH   SOLE 0 114,075 0 0
Marlin Business Services COM 571157106 2,012 90,125 SH   SOLE 0 90,125 0 0
Michaels Companies Inc COM 59408Q106 4,641 342,775 SH   SOLE 0 342,775 0 0
NetScout Systems Inc COM 64115T104 4,426 187,325 SH   SOLE 0 187,325 0 0
Owens-Illinois Inc COM 690768403 6,809 394,925 SH   SOLE 0 394,925 0 0
Patterson Companies Inc COM 703395103 6,963 354,150 SH   SOLE 0 354,150 0 0
PCM Inc COM 69323K100 2,920 165,825 SH   SOLE 0 165,825 0 0
PDL BioPharma Inc COM 69329Y104 4,011 1,383,100 SH   SOLE 0 1,383,100 0 0
Perspecta Inc COM 715347100 4,992 289,875 SH   SOLE 0 289,875 0 0
PICO Holdings Inc COM 693366205 1,198 131,100 SH   SOLE 0 131,100 0 0
Piedmont Office Rlty Trst Inc COM 720190206 6,358 373,100 SH   SOLE 0 373,100 0 0
PotlatchDeltic Corp COM 737630103 2,229 70,450 SH   SOLE 0 70,450 0 0
Prestige Consumer Healthcare I COM 74112D101 6,208 201,050 SH   SOLE 0 201,050 0 0
Radiant Logistics Inc COM 75025X100 1,278 300,799 SH   SOLE 0 300,799 0 0
Realogy Holdings Corp COM 75605Y106 4,689 319,425 SH   SOLE 0 319,425 0 0
REV Group Inc COM 749527107 3,278 436,525 SH   SOLE 0 436,525 0 0
Riviera Resources Inc COM 76964R104 3,959 250,585 SH   SOLE 0 250,585 0 0
Roan Resources Inc COM 769755109 2,226 265,585 SH   SOLE 0 265,585 0 0
Spirit MTA REIT COM 84861U105 1,857 260,445 SH   SOLE 0 260,445 0 0
Tanger Factory Outlet Cntrs COM 875465106 5,076 251,050 SH   SOLE 0 251,050 0 0
TEGNA Inc COM 87901J105 5,803 533,825 SH   SOLE 0 533,825 0 0
The Ensign Group COM 29358P101 10,838 279,400 SH   SOLE 0 279,400 0 0
TiVo Corp COM 88870P106 4,793 509,350 SH   SOLE 0 509,350 0 0
TreeHouse Foods Inc COM 89469A104 8,930 176,100 SH   SOLE 0 176,100 0 0
TriState Capital Holdings COM 89678F100 3,237 166,350 SH   SOLE 0 166,350 0 0
Wabash National Corp COM 929566107 3,665 280,200 SH   SOLE 0 280,200 0 0
World Fuel Services Corp COM 981475106 5,546 259,050 SH   SOLE 0 259,050 0 0
NewStar Financial Inc CVR COM 652CVR994 0 265,225 SH   SOLE 0 265,225 0 0