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
Allscripts Healthcr Solns Inc COM 01988P108 6,433 445,500 SH   SOLE 0 445,500 0 0
American Vanguard Corp COM 030371108 2,551 164,350 SH   SOLE 0 164,350 0 0
Avaya Holdings Corp COM 05351X101 8,963 468,050 SH   SOLE 0 468,050 0 0
Avid Technology Inc COM 05367P100 4,649 292,950 SH   SOLE 0 292,950 0 0
AXIS Capital Hldgs LTD COM G0692U109 6,208 123,200 SH   SOLE 0 123,200 0 0
B&G Foods Inc COM 05508R106 9,306 335,600 SH   SOLE 0 335,600 0 0
Big Lots Inc COM 089302103 4,527 105,450 SH   SOLE 0 105,450 0 0
Blucora Inc COM 095229100 4,201 264,050 SH   SOLE 0 264,050 0 0
Boston Private Finl Hldgs Inc COM 101119105 4,170 493,550 SH   SOLE 0 493,550 0 0
BrightSphere Inv Group Inc COM 10948W103 5,133 266,250 SH   SOLE 0 266,250 0 0
Capstead Mortgage Corp COM 14067E506 3,555 611,800 SH   SOLE 0 611,800 0 0
CNO Financial Group Inc COM 12621E103 7,197 323,750 SH   SOLE 0 323,750 0 0
CNX Resources Corp COM 12653C108 4,804 444,850 SH   SOLE 0 444,850 0 0
Eagle Materials Inc COM 26969P108 9,448 93,225 SH   SOLE 0 93,225 0 0
Echo Global Logistics Inc COM 27875T101 3,601 134,250 SH   SOLE 0 134,250 0 0
ePlus Inc COM 294268107 5,932 67,450 SH   SOLE 0 67,450 0 0
First Internet Bancorp COM 320557101 388 13,500 SH   SOLE 0 13,500 0 0
Granite Construction Inc COM 387328107 3,408 127,600 SH   SOLE 0 127,600 0 0
Great Lakes Dredge & Dock Corp COM 390607109 4,887 371,100 SH   SOLE 0 371,100 0 0
H&R Block Inc COM 093671105 5,112 322,350 SH   SOLE 0 322,350 0 0
Kforce Inc COM 493732101 2,898 68,850 SH   SOLE 0 68,850 0 0
Kimball Electronics Inc COM 49428J109 1,920 120,050 SH   SOLE 0 120,050 0 0
Magellan Health Inc COM 559079207 8,035 97,000 SH   SOLE 0 97,000 0 0
Marlin Business Services COM 571157106 832 68,000 SH   SOLE 0 68,000 0 0
Matthews International Corp COM 577128101 3,450 117,350 SH   SOLE 0 117,350 0 0
NetScout Systems Inc COM 64115T104 4,293 156,550 SH   SOLE 0 156,550 0 0
Peoples Bancorp Inc COM 709789101 2,258 83,350 SH   SOLE 0 83,350 0 0
Perspecta Inc COM 715347100 5,920 245,850 SH   SOLE 0 245,850 0 0
PICO Holdings Inc COM 693366205 1,066 114,050 SH   SOLE 0 114,050 0 0
Prestige Consumer Healthcare I COM 74112D101 5,992 171,850 SH   SOLE 0 171,850 0 0
Radiant Logistics Inc COM 75025X100 1,419 244,699 SH   SOLE 0 244,699 0 0
Spectrum Brands Hldgs Inc COM 84790A105 8,629 109,250 SH   SOLE 0 109,250 0 0
The Hanover Insur Grp Inc COM 410867105 6,396 54,700 SH   SOLE 0 54,700 0 0
Triton International LTD COM G9078F107 7,917 163,200 SH   SOLE 0 163,200 0 0
Univar Solutions Inc COM 91336L107 6,032 317,300 SH   SOLE 0 317,300 0 0
Verso Corp COM 92531L207 2,620 217,950 SH   SOLE 0 217,950 0 0
Virtusa Corp COM 92827P102 7,920 154,900 SH   SOLE 0 154,900 0 0
Vista Outdoor Inc COM 928377100 8,177 344,150 SH   SOLE 0 344,150 0 0
World Fuel Services Corp COM 981475106 6,707 215,250 SH   SOLE 0 215,250 0 0
Xperi Holding Corp COM 98390M103 7,840 375,130 SH   SOLE 0 375,130 0 0
NewStar Financial Inc CVR COM 652CVR994 0 237,100 SH   SOLE 0 237,100 0 0