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
ARCOSA INC Common 039653100 5,261 124,675 SH   SOLE   124,675 0 0
ASTRONOVA INC Common 04638F108 906 113,856 SH   SOLE   113,856 0 0
AZZ INC. Common 002474104 5,204 151,638 SH   SOLE   151,638 0 0
BARRETT BUSINESS SERVICES INC Common 068463108 864 16,268 SH   SOLE   16,268 0 0
BROOKDALE SENIOR LIVING INC. Common 112463104 952 322,723 SH   SOLE   322,723 0 0
CARS.COM INC. Common 14575E105 2,169 376,539 SH   SOLE   376,539 0 0
COLUMBUS MCKINNON N Y COM Common 199333105 2,159 64,544 SH   SOLE   64,544 0 0
COOPER TIRE & RUBBER COMPANY Common 216831107 6,669 241,547 SH   SOLE   241,547 0 0
CRAWFORD & CO -CL B Common 224633107 1,984 282,242 SH   SOLE   282,242 0 0
CRAWFORD & COMPANY - CL A Common 224633206 3,037 384,872 SH   SOLE   384,872 0 0
CROWN CRAFTS INC Common 228309100 3,738 761,234 SH   SOLE   761,234 0 0
DEVON ENERGY CORPORATION Common 25179M103 3,336 294,190 SH   SOLE   294,190 0 0
DMC GLOBAL INC Common 23291C103 3,206 116,146 SH   SOLE   116,146 0 0
FLOTEK INDUSTRIES, INC. Common 343389102 2,498 2,081,785 SH   SOLE   2,081,785 0 0
GEOSPACE TECHNOLOGIES CORPORATION Common 37364X109 2,877 382,612 SH   SOLE   382,612 0 0
GP STRATEGIES CORPORATION Common 36225V104 3,608 420,507 SH   SOLE   420,507 0 0
GRANITE CONSTRUCTION INC Common 387328107 4,454 232,709 SH   SOLE   232,709 0 0
GREENHILL & CO INC. Common 395259104 3,972 397,592 SH   SOLE   397,592 0 0
HEALTHCARE SERVICES GROUP Common 421906108 5,939 242,785 SH   SOLE   242,785 0 0
HERITAGE INSURANCE HOLDINGS Common 120269623 9,174 700,872 SH   SOLE   700,872 0 0
HILL INTERNATIONAL INC. Common 431466101 2,708 1,781,289 SH   SOLE   1,781,289 0 0
HOUGHTON MIFFLIN HARCOURT COMPANTY Common 44157R109 2,063 1,140,000 SH   SOLE   1,140,000 0 0
HOUSTON WIRE & CABLE COMPANY Common 44244K109 2,650 1,122,778 SH   SOLE   1,122,778 0 0
L.B. FOSTER COMPANY Common 350060109 3,425 268,209 SH   SOLE   268,209 0 0
LINDBLAD EXPEDITIONS HOLDINGS INC. Common 535219109 4,453 576,849 SH   SOLE   576,849 0 0
LUXFER HOLDINGS Common G5698W116 5,139 363,155 SH   SOLE   363,155 0 0
MANITEX INTERNATIONAL INC Common 563420108 4,255 856,207 SH   SOLE   856,207 0 0
MANITOWOC COMPANY, INC. Common 563571405 4,858 446,473 SH   SOLE   446,473 0 0
MATRIX SERVICE COMPANY Common 576853105 3,298 339,262 SH   SOLE   339,262 0 0
MATTHEWS INTERNATIONAL CORPORATION Common 577128101 4,574 239,454 SH   SOLE   239,454 0 0
MOTORCAR PARTS OF AMERICA Common 620071100 5,864 331,883 SH   SOLE   331,883 0 0
NATUS MEDICAL INCORPORATED Common 639050103 4,203 192,643 SH   SOLE   192,643 0 0
NORTHERN TECHNOLOGIES INTL Common 665809109 2,729 341,931 SH   SOLE   341,931 0 0
PCTEL INC. Common 69325Q105 3,457 517,573 SH   SOLE   517,573 0 0
QAD INC Common 74727D306 3,395 82,250 SH   SOLE   82,250 0 0
TECNOGLASS INC. Common G87264100 4,460 818,414 SH   SOLE   818,414 0 0
TEXTAINER GROUP HOLDINGS LIMITED Common G8766E109 4,727 577,872 SH   SOLE   577,872 0 0
THE ANDERSONS INC Common 034164103 3,770 273,953 SH   SOLE   273,953 0 0
THE BANCORP INC. Common 05969A105 11,593 1,182,984 SH   SOLE   1,182,984 0 0
THE CONTAINER STORE GROUP INC Common 210751103 4,160 1,283,924 SH   SOLE   1,283,924 0 0
THERMON GROUP HOLDINGS, INC. Common 88362T103 3,186 218,698 SH   SOLE   218,698 0 0
TITAN MACHINERY, INC. Common 88830R101 4,396 404,780 SH   SOLE   404,780 0 0
TRECORA RESOURCES Common 894648104 4,206 670,800 SH   SOLE   670,800 0 0
UMH PROPERTIES INC. Common 903002103 2,893 223,711 SH   SOLE   223,711 0 0
UNISYS CORP Common 909214306 5,361 491,353 SH   SOLE   491,353 0 0
VAREX IMAGING CORPORATION Common 92214X106 3,814 251,770 SH   SOLE   251,770 0 0
VERA BRADLEY INC Common 92335C106 1,445 325,483 SH   SOLE   325,483 0 0