The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 17,652 | 322,700 | SH | SOLE | 322,700 | 0 | 0 | ||
AARONS INC | COM PAR $0.50 | 002535300 | 31,178 | 572,500 | SH | SOLE | 572,500 | 0 | 0 | ||
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 15,650 | 444,600 | SH | SOLE | 444,600 | 0 | 0 | ||
AMERICAN WOODMARK CORPORATIO | COM | 030506109 | 12,905 | 164,500 | SH | SOLE | 164,500 | 0 | 0 | ||
ANIXTER INTL INC | COM | 035290105 | 19,705 | 280,300 | SH | SOLE | 280,300 | 0 | 0 | ||
BMC STK HLDGS INC | COM | 05591B109 | 20,448 | 1,096,420 | SH | SOLE | 1,096,420 | 0 | 0 | ||
BANC OF CALIFORNIA INC | COM | 05990K106 | 19,563 | 1,035,100 | SH | SOLE | 1,035,100 | 0 | 0 | ||
BANCORPSOUTH INC | COM | 05971J102 | 24,097 | 736,900 | SH | SOLE | 736,900 | 0 | 0 | ||
BEACON ROOFING SUPPLY INC | COM | 073685109 | 18,290 | 505,400 | SH | SOLE | 505,400 | 0 | 0 | ||
BELDEN INC. | COM | 077454106 | 9,997 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
BENCHMARK ELECTRS INC | COM | 08160H101 | 17,675 | 755,339 | SH | SOLE | 755,339 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 10,612 | 219,300 | SH | SOLE | 219,300 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 27,344 | 408,000 | SH | SOLE | 408,000 | 0 | 0 | ||
CBIZ INC | COM | 124805102 | 14,713 | 620,800 | SH | SOLE | 620,800 | 0 | 0 | ||
CHICOS FAS INC | COM | 168615102 | 10,930 | 1,260,700 | SH | SOLE | 1,260,700 | 0 | 0 | ||
COLUMBUS MCKINNON CORP N Y | COM | 199333105 | 20,468 | 517,650 | SH | SOLE | 517,650 | 0 | 0 | ||
COMPASS MINERALS INTL INC | COM | 20451N101 | 18,003 | 267,900 | SH | SOLE | 267,900 | 0 | 0 | ||
CROSS CTRY HEALTHCARE INC | COM | 227483104 | 8,350 | 956,489 | SH | SOLE | 956,489 | 0 | 0 | ||
DELUXE CORP | COM | 248019101 | 12,487 | 219,300 | SH | SOLE | 219,300 | 0 | 0 | ||
ELECTRONICS FOR IMAGING INC | COM | 286082102 | 16,198 | 475,300 | SH | SOLE | 475,300 | 0 | 0 | ||
ENPRO INDS INC | COM | 29355X107 | 17,314 | 237,400 | SH | SOLE | 237,400 | 0 | 0 | ||
ESSENT GROUP LTD | COM | G3198U102 | 27,765 | 627,450 | SH | SOLE | 627,450 | 0 | 0 | ||
FERRO CORP | COM | 315405100 | 25,456 | 1,096,300 | SH | SOLE | 1,096,300 | 0 | 0 | ||
FIRST BUSEY CORP | COM | 319383204 | 23,998 | 772,878 | SH | SOLE | 772,878 | 0 | 0 | ||
FIRST MIDWEST BANCORP DEL | COM | 320867104 | 23,331 | 877,442 | SH | SOLE | 877,442 | 0 | 0 | ||
GIBRALTAR INDS INC | COM | 374689107 | 21,108 | 462,900 | SH | SOLE | 462,900 | 0 | 0 | ||
GILDAN ACTIVEWEAR INC | COM | 375916103 | 13,344 | 438,500 | SH | SOLE | 438,500 | 0 | 0 | ||
HILLENBRAND INC | COM | 431571108 | 12,055 | 230,500 | SH | SOLE | 230,500 | 0 | 0 | ||
HOPE BANCORP INC | COM | 43940T109 | 13,489 | 834,200 | SH | SOLE | 834,200 | 0 | 0 | ||
INFINITY PPTY & CAS CORP | COM | 45665Q103 | 19,526 | 901,462 | SH | SOLE | 901,462 | 0 | 0 | ||
INVESTMENT TECHNOLOGY GRP NE | COM | 46145F105 | 17,876 | 724,900 | SH | SOLE | 724,900 | 0 | 0 | ||
JELD-WEN HLDG INC | COM | 47580P103 | 12,663 | 469,698 | SH | SOLE | 469,698 | 0 | 0 | ||
JANUS HENDERSON GROUP PLC | ORD SHS | G4474Y214 | 15,110 | 187,815 | SH | SOLE | 187,815 | 0 | 0 | ||
KNOLL INC | COM NEW | 498904200 | 19,689 | 839,600 | SH | SOLE | 839,600 | 0 | 0 | ||
KNOWLES CORP | COM | 49926D109 | 18,219 | 1,096,200 | SH | SOLE | 1,096,200 | 0 | 0 | ||
KORN FERRY INTL | COM NEW | 500643200 | 9,592 | 194,800 | SH | SOLE | 194,800 | 0 | 0 | ||
LCI INDS | COM | 50189K103 | 18,154 | 219,250 | SH | SOLE | 219,250 | 0 | 0 | ||
MANPOWERGROUP INC | COM | 56418H100 | 14,656 | 170,500 | SH | SOLE | 170,500 | 0 | 0 | ||
MINERALS TECHNOLOGIES INC | COM | 603158106 | 17,285 | 255,700 | SH | SOLE | 255,700 | 0 | 0 | ||
NCR CORP NEW | COM | 62886E108 | 15,924 | 560,500 | SH | SOLE | 560,500 | 0 | 0 | ||
NN INC | COM | 629337106 | 13,630 | 873,700 | SH | SOLE | 873,700 | 0 | 0 | ||
NOW INC | COM | 67011P100 | 18,447 | 1,114,600 | SH | SOLE | 1,114,600 | 0 | 0 | ||
OCEANFIRST FINL CORP | COM | 675234108 | 21,223 | 779,700 | SH | SOLE | 779,700 | 0 | 0 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 26,004 | 810,100 | SH | SOLE | 810,100 | 0 | 0 | ||
Glatfelter | COM | 377316104 | 15,940 | 834,100 | SH | SOLE | 834,100 | 0 | 0 | ||
PERFICIENT INC | COM | 71375U101 | 16,840 | 631,900 | SH | SOLE | 631,900 | 0 | 0 | ||
PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 18,926 | 499,500 | SH | SOLE | 499,500 | 0 | 0 | ||
REALOGY HLDGS CORP | COM | 75605Y106 | 15,466 | 749,300 | SH | SOLE | 749,300 | 0 | 0 | ||
REINSURANCE GROUP AMER INC | COM NEW | 759351604 | 19,363 | 133,947 | SH | SOLE | 133,947 | 0 | 0 | ||
REXNORD CORP NEW | COM | 76169B102 | 22,386 | 726,826 | SH | SOLE | 726,826 | 0 | 0 | ||
SANMINA CORPORATION | COM | 801056102 | 16,306 | 590,810 | SH | SOLE | 590,810 | 0 | 0 | ||
STERLING BANCORP DEL | COM | 85917A100 | 16,217 | 737,125 | SH | SOLE | 737,125 | 0 | 0 | ||
CHILDRENS PL RETAIL STORES I | COM | 168905107 | 31,912 | 249,700 | SH | SOLE | 249,700 | 0 | 0 | ||
ENSIGN GROUP INC | COM | 29358P101 | 18,089 | 477,027 | SH | SOLE | 477,027 | 0 | 0 | ||
TRIMAS CORP | COM NEW | 896215209 | 25,554 | 840,600 | SH | SOLE | 840,600 | 0 | 0 | ||
UMB FINL CORP | COM | 902788108 | 17,278 | 243,700 | SH | SOLE | 243,700 | 0 | 0 | ||
Umpqua HLDGS Corp | COM | 904214103 | 18,774 | 902,587 | SH | SOLE | 902,587 | 0 | 0 | ||
VERSUM MATLS INC | COM | 92532W103 | 15,347 | 426,177 | SH | SOLE | 426,177 | 0 | 0 | ||
VIRTUSA CORP | COM | 92827P102 | 14,958 | 278,500 | SH | SOLE | 278,500 | 0 | 0 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 11,962 | 235,698 | SH | SOLE | 235,698 | 0 | 0 | ||
WSFS FINL CORP | COM | 929328102 | 16,078 | 341,000 | SH | SOLE | 341,000 | 0 | 0 | ||
WINNEBAGO INDS INC | COM | 974637100 | 9,494 | 286,400 | SH | SOLE | 286,400 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 23,377 | 132,200 | SH | SOLE | 132,200 | 0 | 0 |