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
American Vanguard Corp COM 030371108 2,099 152,550 SH   SOLE 0 152,550 0 0
Avaya Holdings Corp COM 05351X101 5,476 443,050 SH   SOLE 0 443,050 0 0
Avid Technology Inc COM 05367P100 2,014 277,050 SH   SOLE 0 277,050 0 0
B&G Foods Inc COM 05508R106 7,763 318,400 SH   SOLE 0 318,400 0 0
Big Lots Inc COM 089302103 4,156 98,950 SH   SOLE 0 98,950 0 0
Boston Private Finl Hldgs Inc COM 101119105 3,171 460,950 SH   SOLE 0 460,950 0 0
Capstead Mortgage Corp COM 14067E506 3,173 577,900 SH   SOLE 0 577,900 0 0
CNO Financial Group Inc COM 12621E103 4,770 306,350 SH   SOLE 0 306,350 0 0
CNX Resources Corp COM 12653C108 3,575 413,350 SH   SOLE 0 413,350 0 0
Eagle Materials Inc COM 26969P108 6,111 87,025 SH   SOLE 0 87,025 0 0
Enova International Inc COM 29357K103 2,370 159,400 SH   SOLE 0 159,400 0 0
ePlus Inc COM 294268107 4,506 63,750 SH   SOLE 0 63,750 0 0
First Internet Bancorp COM 320557101 224 13,500 SH   SOLE 0 13,500 0 0
Generac Holdings Inc COM 368736104 15,497 127,100 SH   SOLE 0 127,100 0 0
Granite Construction Inc COM 387328107 2,364 123,500 SH   SOLE 0 123,500 0 0
iShares Russell 2000 COM 464287655 11,884 83,000 SH   SOLE 0 83,000 0 0
JELD-WEN Holding Inc COM 47580P103 3,753 232,950 SH   SOLE 0 232,950 0 0
Kforce Inc COM 493732101 1,906 65,150 SH   SOLE 0 65,150 0 0
Kimball Electronics Inc COM 49428J109 1,524 112,550 SH   SOLE 0 112,550 0 0
LTC Properties Inc COM 502175102 4,048 107,450 SH   SOLE 0 107,450 0 0
Magellan Health Inc COM 559079207 6,648 91,100 SH   SOLE 0 91,100 0 0
Marlin Business Services COM 571157106 580 68,600 SH   SOLE 0 68,600 0 0
NetScout Systems Inc COM 64115T104 3,817 149,350 SH   SOLE 0 149,350 0 0
PDL BioPharma Inc COM 69329Y104 2,245 771,500 SH   SOLE 0 771,500 0 0
Perspecta Inc COM 715347100 5,367 231,050 SH   SOLE 0 231,050 0 0
PICO Holdings Inc COM 693366205 842 99,850 SH   SOLE 0 99,850 0 0
PotlatchDeltic Corp COM 737630103 5,906 155,300 SH   SOLE 0 155,300 0 0
Prestige Consumer Healthcare I COM 74112D101 6,079 161,850 SH   SOLE 0 161,850 0 0
Radiant Logistics Inc COM 75025X100 914 232,599 SH   SOLE 0 232,599 0 0
Spectrum Brands Hldgs Inc COM 84790A105 4,744 103,350 SH   SOLE 0 103,350 0 0
Tanger Factory Outlet Cntrs COM 875465106 1,424 199,750 SH   SOLE 0 199,750 0 0
TriState Capital Holdings COM 89678F100 2,064 131,400 SH   SOLE 0 131,400 0 0
Univar Solutions Inc COM 91336L107 5,055 299,800 SH   SOLE 0 299,800 0 0
Verso Corp COM 92531L207 2,497 208,750 SH   SOLE 0 208,750 0 0
Virtusa Corp COM 92827P102 4,747 146,200 SH   SOLE 0 146,200 0 0
Vista Outdoor Inc COM 928377100 4,707 325,750 SH   SOLE 0 325,750 0 0
World Fuel Services Corp COM 981475106 5,285 205,150 SH   SOLE 0 205,150 0 0
Xperi Holding Corp COM 98390M103 4,048 274,231 SH   SOLE 0 274,231 0 0
NewStar Financial Inc CVR COM 652CVR994 0 240,800 SH   SOLE 0 240,800 0 0