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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
Alamo Group Inc. | COM | 011311107 | 19,639,354 | 138,696 | SH | SOLE | 70,929 | 36,075 | 31,692 | |||
AMN Healthcare Services Inc. | COM | 001744101 | 36,218,653 | 352,253 | SH | SOLE | 184,305 | 86,425 | 81,523 | |||
Atlantica Sustainable Infrastructure | SHS | G0751N103 | 29,259,774 | 1,129,721 | SH | SOLE | 597,962 | 268,590 | 263,169 | |||
Axcelis Technologies Inc. | COM | 054540208 | 20,963,738 | 264,160 | SH | SOLE | 140,640 | 64,085 | 59,435 | |||
Cavco Industries Inc. | COM | 149568107 | 16,937,075 | 74,860 | SH | SOLE | 39,240 | 18,090 | 17,530 | |||
CBIZ Inc. | COM | 124805102 | 26,540,057 | 566,490 | SH | SOLE | 296,420 | 150,545 | 119,525 | |||
Century Communities Inc. | COM | 156504300 | 30,053,560 | 600,951 | SH | SOLE | 314,433 | 140,375 | 146,143 | |||
Clearfield Inc | COM | 18482P103 | 34,432,929 | 365,763 | SH | SOLE | 197,543 | 88,505 | 79,715 | |||
Columbia Banking Systems Inc. | COM | 197236102 | 16,668,217 | 553,210 | SH | SOLE | 303,240 | 143,550 | 106,420 | |||
Columbus McKinnon Corp. | COM | 199333105 | 14,343,265 | 441,739 | SH | SOLE | 243,985 | 113,600 | 84,154 | |||
Comfort Systems USA Inc. | COM | 199908104 | 64,057,095 | 556,631 | SH | SOLE | 301,638 | 135,550 | 119,443 | |||
Dycom Industries Inc. | COM | 267475101 | 20,440,368 | 218,380 | SH | SOLE | 115,400 | 57,180 | 45,800 | |||
Exlservice Holdings Inc. | COM | 302081104 | 42,179,599 | 248,950 | SH | SOLE | 134,511 | 58,405 | 56,034 | |||
Fabrinet | SHS | G3323L100 | 59,411,250 | 463,354 | SH | SOLE | 247,827 | 111,646 | 103,881 | |||
Federal Signal Corp. | COM | 313855108 | 36,471,561 | 784,841 | SH | SOLE | 412,893 | 185,245 | 186,703 | |||
First Merchants Corp. | COM | 320817109 | 17,352,531 | 422,100 | SH | SOLE | 235,020 | 99,095 | 87,985 | |||
FormFactor Inc. | COM | 346375108 | 10,818,785 | 486,675 | SH | SOLE | 250,500 | 137,325 | 98,850 | |||
Fox Factory Holding Corp. | COM | 35138V102 | 20,585,137 | 225,640 | SH | SOLE | 120,190 | 55,850 | 49,600 | |||
Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 26,624,390 | 918,716 | SH | SOLE | 498,071 | 221,005 | 199,640 | |||
Harmony Biosciences Holdings Inc. | COM | 413197104 | 37,762,234 | 685,340 | SH | SOLE | 358,710 | 169,665 | 156,965 | |||
Inmode LTD. | SHS | M5425M103 | 26,814,449 | 751,105 | SH | SOLE | 399,785 | 181,910 | 169,410 | |||
Interdigital Inc. | COM | 45867G101 | 21,972,584 | 444,070 | SH | SOLE | 241,335 | 119,075 | 83,660 | |||
Korn Ferry | COM | 500643200 | 16,092,857 | 317,915 | SH | SOLE | 170,425 | 76,305 | 71,185 | |||
Lakeland Financial Corp. | COM | 511656100 | 24,421,162 | 334,674 | SH | SOLE | 183,305 | 71,149 | 80,220 | |||
Meritage Homes Corp. | COM | 59001A102 | 23,345,040 | 253,200 | SH | SOLE | 133,885 | 64,265 | 55,050 | |||
Methode Electronics Inc. | COM | 591520200 | 13,404,843 | 302,115 | SH | SOLE | 163,568 | 73,585 | 64,962 | |||
Modivcare Inc. | COM | 60783X104 | 7,231,969 | 80,597 | SH | SOLE | 44,241 | 19,050 | 17,306 | |||
MYR Group Inc. | COM | 55405W104 | 14,374,153 | 156,122 | SH | SOLE | 86,909 | 36,285 | 32,928 | |||
NextEra Energy Partners LP | COM | 65341B106 | 24,360,831 | 347,565 | SH | SOLE | 189,856 | 84,425 | 73,284 | |||
NV5 Global Inc. | COM | 62945V109 | 41,982,093 | 317,277 | SH | SOLE | 169,856 | 77,555 | 69,866 | |||
OSI Systems Inc. | COM | 671044105 | 25,912,785 | 325,865 | SH | SOLE | 181,246 | 81,200 | 63,419 | |||
Pacira Biosciences Inc. | COM | 695127100 | 10,679,140 | 276,590 | SH | SOLE | 156,440 | 64,575 | 55,575 | |||
Skyline Champion Corp. | COM | 830830105 | 19,715,195 | 382,745 | SH | SOLE | 198,800 | 91,760 | 92,185 | |||
Steven Madden LTD. | COM | 556269108 | 39,426,303 | 1,233,614 | SH | SOLE | 661,878 | 286,535 | 285,201 | |||
Tetra Tech Inc. | COM | 88162G103 | 37,084,865 | 255,423 | SH | SOLE | 134,523 | 61,805 | 59,095 | |||
Tower Semiconductor LTD. | SHS | M87915274 | 12,112,589 | 280,384 | SH | SOLE | 156,882 | 72,040 | 51,462 | |||
Veeco Instruments Inc. | COM | 922417100 | 24,130,961 | 1,298,760 | SH | SOLE | 691,530 | 321,015 | 286,215 | |||
Verint Systems Inc. | COM | 92343X100 | 13,389,678 | 369,065 | SH | SOLE | 190,350 | 102,830 | 75,885 | |||
Visteon Corp. | COM | 92839U206 | 41,724,958 | 318,925 | SH | SOLE | 167,855 | 78,995 | 72,075 | |||
WNS Holdings LTD. | SPON ADR | 92932M101 | 46,130,393 | 576,702 | SH | SOLE | 307,884 | 140,500 | 128,318 | |||
YETI Holdings Inc. | COM | 98585X104 | 11,615,546 | 281,180 | SH | SOLE | 149,395 | 67,890 | 63,895 |