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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Advanced Emissions Soln COM 00770C101 3,251 219,000 SH   SOLE 0 219,000 0 0
American Vanguard Corp COM 030371108 2,921 186,025 SH   SOLE 0 186,025 0 0
Avis Budget Group Inc COM 053774105 4,320 152,875 SH   SOLE 0 152,875 0 0
Beazer Homes USA Inc COM 07556Q881 4,952 332,375 SH   SOLE 0 332,375 0 0
Big Lots Inc COM 089302103 2,957 120,700 SH   SOLE 0 120,700 0 0
Bloomin Brands Inc COM 094235108 6,645 351,225 SH   SOLE 0 351,225 0 0
CalAmp Corp COM 128126109 2,544 220,800 SH   SOLE 0 220,800 0 0
Citi Trends Inc COM 17306X102 2,865 156,575 SH   SOLE 0 156,575 0 0
CNX Resources Corp COM 12653C108 3,667 505,075 SH   SOLE 0 505,075 0 0
Donnelley Financial Soln COM 25787G100 2,328 188,975 SH   SOLE 0 188,975 0 0
Flushing Financial Inc COM 343873105 2,158 106,825 SH   SOLE 0 106,825 0 0
GAIN Capital Hldgs Inc COM 36268W100 2,273 430,450 SH   SOLE 0 430,450 0 0
Generac Holdings Inc COM 368736104 12,372 157,925 SH   SOLE 0 157,925 0 0
Granite Construction Inc COM 387328107 4,848 150,900 SH   SOLE 0 150,900 0 0
Gulfport Energy Corp COM 402635304 1,763 650,400 SH   SOLE 0 650,400 0 0
Hanmi Financial Corp COM 410495204 3,925 208,975 SH   SOLE 0 208,975 0 0
JELD-WEN Holding Inc COM 47580P103 5,487 284,425 SH   SOLE 0 284,425 0 0
Kimball Electronics Inc COM 49428J109 2,002 137,950 SH   SOLE 0 137,950 0 0
LegacyTexas Finl Group Inc COM 52471Y106 7,703 176,950 SH   SOLE 0 176,950 0 0
Magellan Health Inc COM 559079207 6,919 111,425 SH   SOLE 0 111,425 0 0
Marlin Business Services COM 571157106 2,209 87,675 SH   SOLE 0 87,675 0 0
Michaels Companies Inc COM 59408Q106 3,253 332,275 SH   SOLE 0 332,275 0 0
Myriad Genetics Inc COM 62855J104 6,583 229,925 SH   SOLE 0 229,925 0 0
NetScout Systems Inc COM 64115T104 4,197 182,025 SH   SOLE 0 182,025 0 0
Olin Corp COM 680665205 4,213 225,075 SH   SOLE 0 225,075 0 0
Owens-Illinois Inc COM 690768403 3,939 383,525 SH   SOLE 0 383,525 0 0
Perspecta Inc COM 715347100 7,351 281,425 SH   SOLE 0 281,425 0 0
PICO Holdings Inc COM 693366205 1,295 128,300 SH   SOLE 0 128,300 0 0
Piedmont Office Rlty Trst Inc COM 720190206 7,550 361,600 SH   SOLE 0 361,600 0 0
PotlatchDeltic Corp COM 737630103 7,818 190,300 SH   SOLE 0 190,300 0 0
Prestige Consumer Healthcare I COM 74112D101 6,811 196,350 SH   SOLE 0 196,350 0 0
Radiant Logistics Inc COM 75025X100 1,507 291,499 SH   SOLE 0 291,499 0 0
Riviera Resources Inc COM 76964R104 3,115 233,132 SH   SOLE 0 233,132 0 0
Sandy Spring Bancorp Inc COM 800363103 4,778 141,725 SH   SOLE 0 141,725 0 0
Spectrum Brands Hldgs Inc COM 84790A105 6,685 126,800 SH   SOLE 0 126,800 0 0
Tanger Factory Outlet Cntrs COM 875465106 3,773 243,750 SH   SOLE 0 243,750 0 0
TEGNA Inc COM 87901J105 8,040 517,725 SH   SOLE 0 517,725 0 0
TiVo Corp COM 88870P106 3,757 493,350 SH   SOLE 0 493,350 0 0
TreeHouse Foods Inc COM 89469A104 9,479 170,950 SH   SOLE 0 170,950 0 0
TriState Capital Holdings COM 89678F100 3,399 161,550 SH   SOLE 0 161,550 0 0
WESCO International Inc COM 95082P105 5,559 116,375 SH   SOLE 0 116,375 0 0
World Fuel Services Corp COM 981475106 10,039 251,350 SH   SOLE 0 251,350 0 0
NewStar Financial Inc CVR COM 652CVR994 0 260,325 SH   SOLE 0 260,325 0 0