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 | 35,964,704 | 195,556 | SH | SOLE | 104,529 | 32,805 | 58,222 | |||
AMN Healthcare Services Inc. | COM | 001744101 | 38,630,444 | 354,018 | SH | SOLE | 192,005 | 59,450 | 102,563 | |||
Atlantica Sustainable Infrastructure | SHS | G0751N103 | 30,471,437 | 1,299,976 | SH | SOLE | 699,147 | 210,935 | 389,894 | |||
Axcelis Technologies Inc. | COM | 054540208 | 26,075,943 | 142,235 | SH | SOLE | 77,025 | 23,715 | 41,495 | |||
Cavco Industries Inc. | COM | 149568107 | 21,335,875 | 72,325 | SH | SOLE | 38,790 | 11,460 | 22,075 | |||
CBIZ Inc. | COM | 124805102 | 37,375,920 | 701,500 | SH | SOLE | 380,540 | 122,465 | 198,495 | |||
Century Communities Inc. | COM | 156504300 | 28,142,986 | 367,306 | SH | SOLE | 202,998 | 58,850 | 105,458 | |||
Clearfield Inc | COM | 18482P103 | 18,793,120 | 396,898 | SH | SOLE | 221,328 | 63,355 | 112,215 | |||
Columbus McKinnon Corp. | COM | 199333105 | 20,207,684 | 497,114 | SH | SOLE | 268,515 | 82,170 | 146,429 | |||
Comfort Systems USA Inc. | COM | 199908104 | 65,316,461 | 397,786 | SH | SOLE | 220,163 | 67,165 | 110,458 | |||
Crane NXT Co. | COM | 224441105 | 8,976,782 | 159,050 | SH | SOLE | 88,555 | 32,890 | 37,605 | |||
Dycom Industries Inc. | COM | 267475101 | 37,560,757 | 330,495 | SH | SOLE | 179,045 | 55,565 | 95,885 | |||
Exlservice Holdings Inc. | COM | 302081104 | 33,369,909 | 220,905 | SH | SOLE | 122,136 | 37,015 | 61,754 | |||
Fabrinet | SHS | G3323L100 | 32,853,016 | 252,949 | SH | SOLE | 138,437 | 42,875 | 71,637 | |||
Federal Signal Corp. | COM | 313855108 | 45,677,465 | 713,376 | SH | SOLE | 383,513 | 117,210 | 212,653 | |||
First Merchants Corp. | COM | 320817109 | 5,032,139 | 178,255 | SH | SOLE | 100,910 | 31,585 | 45,760 | |||
FormFactor Inc. | COM | 346375108 | 13,110,538 | 383,125 | SH | SOLE | 200,615 | 78,045 | 104,465 | |||
Fox Factory Holding Corp. | COM | 35138V102 | 16,506,541 | 152,120 | SH | SOLE | 83,245 | 25,465 | 43,410 | |||
Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 22,080,650 | 883,226 | SH | SOLE | 478,701 | 140,015 | 264,510 | |||
Harmony Biosciences Holdings Inc. | COM | 413197104 | 22,389,286 | 636,240 | SH | SOLE | 347,000 | 107,460 | 181,780 | |||
ICF International Inc. | COM | 44925C103 | 25,501,194 | 205,010 | SH | SOLE | 111,615 | 35,570 | 57,825 | |||
Inmode LTD. | SHS | M5425M103 | 34,708,982 | 929,290 | SH | SOLE | 501,075 | 161,065 | 267,150 | |||
Interdigital Inc. | COM | 45867G101 | 41,332,090 | 428,090 | SH | SOLE | 236,470 | 77,450 | 114,170 | |||
Korn Ferry | COM | 500643200 | 12,032,275 | 242,880 | SH | SOLE | 131,215 | 36,915 | 74,750 | |||
Lakeland Financial Corp. | COM | 511656100 | 14,157,748 | 291,792 | SH | SOLE | 171,988 | 43,174 | 76,630 | |||
McGrath RentCorp | COM | 580589109 | 12,962,922 | 140,170 | SH | SOLE | 75,380 | 25,420 | 39,370 | |||
Meritage Homes Corp. | COM | 59001A102 | 29,081,411 | 204,410 | SH | SOLE | 110,990 | 32,165 | 61,255 | |||
Methode Electronics Inc. | COM | 591520200 | 7,916,754 | 236,180 | SH | SOLE | 130,730 | 46,625 | 58,825 | |||
MYR Group Inc. | COM | 55405W104 | 20,115,604 | 145,407 | SH | SOLE | 81,649 | 22,985 | 40,773 | |||
NextEra Energy Partners LP | COM | 65341B106 | 27,913,813 | 476,020 | SH | SOLE | 258,826 | 81,445 | 135,749 | |||
NV5 Global Inc. | COM | 62945V109 | 27,544,179 | 248,661 | SH | SOLE | 136,411 | 41,830 | 70,420 | |||
OSI Systems Inc. | COM | 671044105 | 42,764,631 | 362,935 | SH | SOLE | 201,436 | 61,640 | 99,859 | |||
Oxford Industries Inc. | COM | 691497309 | 12,893,020 | 131,000 | SH | SOLE | 68,670 | 21,545 | 40,785 | |||
Pacira Biosciences Inc. | COM | 695127100 | 10,014,294 | 249,920 | SH | SOLE | 134,820 | 39,225 | 75,875 | |||
Skyline Champion Corp. | COM | 830830105 | 25,312,133 | 386,740 | SH | SOLE | 207,870 | 68,020 | 110,850 | |||
Steven Madden LTD. | COM | 556269108 | 26,320,386 | 805,151 | SH | SOLE | 444,143 | 127,530 | 233,478 | |||
Tecnoglass Inc. | ORO SHS | G87264100 | 8,050,436 | 155,835 | SH | SOLE | 87,400 | 28,630 | 39,805 | |||
Tetra Tech Inc. | COM | 88162G103 | 38,100,333 | 232,688 | SH | SOLE | 126,528 | 39,150 | 67,010 | |||
Veeco Instruments Inc. | COM | 922417100 | 33,163,152 | 1,291,400 | SH | SOLE | 691,930 | 204,130 | 395,340 | |||
Visteon Corp. | COM | 92839U206 | 35,106,901 | 244,460 | SH | SOLE | 131,435 | 41,955 | 71,070 | |||
WNS Holdings LTD. | SPON ADR | 92932M101 | 37,632,733 | 510,482 | SH | SOLE | 279,814 | 88,400 | 142,268 | |||
YETI Holdings Inc. | COM | 98585X104 | 10,661,968 | 274,510 | SH | SOLE | 142,785 | 43,010 | 88,715 |