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
AMN Healthcare Services, Inc. COM 001744101 4,052 70,100 SH   SOLE   70,100 0 0
Aaron's, Inc. COM 002535300 4,927 216,300 SH   SOLE   216,300 0 0
Acadia Healthcare Company, Inc COM 00404A109 4,531 246,900 SH   SOLE   246,900 0 0
American Woodmark Corporation COM 030506109 3,978 87,300 SH   SOLE   87,300 0 0
BMC Stock Holdings, Inc. COM 05591B109 7,089 399,820 SH   SOLE   399,820 0 0
BancorpSouth Bank COM 05971J102 5,852 309,300 SH   SOLE   309,300 0 0
Beacon Roofing Supply, Inc. COM 073685109 3,771 228,000 SH   SOLE   228,000 0 0
Benchmark Electronics, Inc. COM 08160H101 6,705 335,439 SH   SOLE   335,439 0 0
Brunswick Corporation COM 117043109 5,627 159,100 SH   SOLE   159,100 0 0
Columbus McKinnon Corporation COM 199333105 4,601 184,050 SH   SOLE   184,050 0 0
Compass Minerals International COM 20451N101 5,790 150,500 SH   SOLE   150,500 0 0
Deluxe Corporation COM 248019101 3,856 148,700 SH   SOLE   148,700 0 0
Dine Brands Global, Inc. COM 254423106 3,596 125,400 SH   SOLE   125,400 0 0
EnPro Industries, Inc. COM 29355X107 3,546 89,600 SH   SOLE   89,600 0 0
Essent Group Ltd. COM G3198U102 6,073 230,550 SH   SOLE   230,550 0 0
Ferro Corporation COM 315405100 7,212 770,500 SH   SOLE   770,500 0 0
First Busey Corporation COM 319383204 7,368 430,620 SH   SOLE   430,620 0 0
First Midwest Bancorp, Inc. COM 320867104 6,017 454,608 SH   SOLE   454,608 0 0
Focus Financial Partners Inc. COM 34417P100 5,456 237,100 SH   SOLE   237,100 0 0
Gibraltar Industries, Inc. COM 374689107 8,335 194,200 SH   SOLE   194,200 0 0
Hancock Whitney Corporation COM 410120109 4,730 242,300 SH   SOLE   242,300 0 0
Hillenbrand Inc. COM 431571108 6,438 336,900 SH   SOLE   336,900 0 0
JELD-WEN Holding, Inc. COM 47580P103 4,393 451,515 SH   SOLE   451,515 0 0
Kemper Corporation COM 488401100 7,915 106,430 SH   SOLE   106,430 0 0
Knoll, Inc. COM 498904200 3,549 343,900 SH   SOLE   343,900 0 0
Knowles Corporation COM 49926D109 7,184 536,900 SH   SOLE   536,900 0 0
Korn Ferry COM 500643200 3,483 143,200 SH   SOLE   143,200 0 0
LCI Industries COM 50189K103 6,058 90,650 SH   SOLE   90,650 0 0
ManpowerGroup Inc. COM 56418H100 4,197 79,200 SH   SOLE   79,200 0 0
Minerals Technologies Inc. COM 603158106 5,838 161,000 SH   SOLE   161,000 0 0
NCR Corporation COM 62886E108 4,737 267,600 SH   SOLE   267,600 0 0
National Bank Holdings Corpora COM 633707104 5,925 247,900 SH   SOLE   247,900 0 0
Neenah, Inc. COM 640079109 5,249 121,700 SH   SOLE   121,700 0 0
Orion Engineered Carbons S.A. COM L72967109 3,728 499,700 SH   SOLE   499,700 0 0
Perficient, Inc. COM 71375U101 5,163 190,600 SH   SOLE   190,600 0 0
Prestige Consumer Healthcare, COM 74112D101 4,699 128,100 SH   SOLE   128,100 0 0
Reinsurance Group Of America, COM 759351604 6,247 74,247 SH   SOLE   74,247 0 0
Rexnord Corporation COM 76169B102 6,346 279,926 SH   SOLE   279,926 0 0
Ryder System, Inc. COM 783549108 4,191 158,500 SH   SOLE   158,500 0 0
SPX Corporation COM 784635104 6,443 197,400 SH   SOLE   197,400 0 0
Sanmina Corporation COM 801056102 8,967 328,710 SH   SOLE   328,710 0 0
Silicon Motion Technology Corp COM 82706C108 7,402 201,900 SH   SOLE   201,900 0 0
Spartan Motors, Inc. COM 846819100 4,797 371,574 SH   SOLE   371,574 0 0
Sterling Bancorp COM 85917A100 5,680 543,525 SH   SOLE   543,525 0 0
TPI Composites, Inc. COM 87266J104 2,937 198,700 SH   SOLE   198,700 0 0
TTM Technologies, Inc. COM 87305R109 6,459 624,700 SH   SOLE   624,700 0 0
The Children's Place, Inc. COM 168905107 2,952 150,900 SH   SOLE   150,900 0 0
TriMas Corporation COM 896215209 7,727 334,500 SH   SOLE   334,500 0 0
UMB Financial Corporation COM 902788108 5,825 125,600 SH   SOLE   125,600 0 0
Umpqua Holdings Corporation COM 904214103 5,127 470,378 SH   SOLE   470,378 0 0
Varex Imaging Corporation COM 92214X106 4,864 214,200 SH   SOLE   214,200 0 0
Virtusa Corporation COM 92827P102 5,975 210,400 SH   SOLE   210,400 0 0
WNS (Holdings) Limited COM 92932M101 3,026 70,398 SH   SOLE   70,398 0 0
WSFS Financial Corporation COM 929328102 6,195 248,600 SH   SOLE   248,600 0 0
Welbilt, Inc. COM 949090104 2,397 467,300 SH   SOLE   467,300 0 0
Winnebago Industries, Inc. COM 974637100 5,556 199,800 SH   SOLE   199,800 0 0