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
AMN HEALTHCARE SERVICES INC COM 001744101 5,425 99,170 SH   SOLE   99,170 0 0
ACXIOM CORP COM 005125109 8,750 177,091 SH   SOLE   177,091 0 0
ALLEGHENY TECHOLOGIES INC COM 01741R102 14,045 475,300 SH   SOLE   475,300 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,370 5,800 SH   SOLE   5,800 0 0
ASTEC INDS INC COM 046224101 5,857 116,187 SH   SOLE   116,187 0 0
BMC STK HLDGS INC COM 05591B109 1,492 80,000 SH   SOLE   80,000 0 0
BOK FINL CORP COM NEW 05561Q201 9,045 92,980 SH   SOLE   92,980 0 0
BANK AMER CORP COM 060505104 829 28,125 SH   SOLE   28,125 0 0
BEACON ROOFING SUPPLY INC COM 073685109 5,152 142,350 SH   SOLE   142,350 0 0
BOSTON BEER INC CL A 100557107 10,012 34,825 SH   SOLE   34,825 0 0
BOX INC CL A 10316T104 6,336 265,000 SH   SOLE   265,000 0 0
BRUNSWICK CORP COM 117043109 3,627 54,119 SH   SOLE   54,119 0 0
CARLISLE COS INC COM 142339100 11,617 95,375 SH   SOLE   95,375 0 0
CARRIZO OIL & GAS INC COM 144577103 5,549 220,200 SH   SOLE   220,200 0 0
CHEMICAL FINL CORP COM 163731102 10,040 188,012 SH   SOLE   188,012 0 0
CHUYS HLDGS INC COM 171604101 12,380 471,608 SH   SOLE   471,608 0 0
CIENA CORP COM NEW 171779309 12,701 406,575 SH   SOLE   406,575 0 0
CITIGROUP INC COM NEW 172967424 753 10,500 SH   SOLE   10,500 0 0
COMMVAULT SYSTEMS INC COM 204166102 13,050 186,429 SH   SOLE   186,429 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 2,693 222,598 SH   SOLE   222,598 0 0
CRANE CO COM 224399105 12,562 127,725 SH   SOLE   127,725 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 7,215 90,370 SH   SOLE   90,370 0 0
DEVON ENERGY CORP NEW COM 25179M103 571 14,300 SH   SOLE   14,300 0 0
DIPLOMAT PHARMACY INC COM 25456K101 3,042 156,700 SH   SOLE   156,700 0 0
ENCOMPASS HEALTH CORP COM 29261A100 9,659 123,907 SH   SOLE   123,907 0 0
ENVISION HEALTHCARE CORP COM 29414D100 3,395 74,250 SH   SOLE   74,250 0 0
FERRO CORP COM 315405100 14,033 604,353 SH   SOLE   604,353 0 0
FIREEYE INC COM 31816Q101 9,803 576,675 SH   SOLE   576,675 0 0
FIRST HORIZON NATL CORP COM 320517105 3,437 199,125 SH   SOLE   199,125 0 0
FRESHPET INC COM 358039105 8,121 221,275 SH   SOLE   221,275 0 0
GARDNER DENVER HLDGS INC COM 36555P107 7,653 270,050 SH   SOLE   270,050 0 0
GENERAC HLDGS INC COM 368736104 5,819 103,151 SH   SOLE   103,151 0 0
GLOBUS MED INC CL A 379577208 7,245 127,650 SH   SOLE   127,650 0 0
GUARANTY BANCORP DEL COM NEW 40075T607 2,257 75,992 SH   SOLE   75,992 0 0
HALLIBURTON CO COM 406216101 862 21,275 SH   SOLE   21,275 0 0
HELMERICH & PAYNE INC COM 423452101 3,947 57,400 SH   SOLE   57,400 0 0
HIBBETT SPORTS INC COM 428567101 5,837 310,501 SH   SOLE   310,501 0 0
IBERIABANK CORP COM 450828108 5,764 70,850 SH   SOLE   70,850 0 0
IMPERVA INC COM 45321L100 13,504 290,725 SH   SOLE   290,725 0 0
K2M GROUP HLDGS INC COM 48273J107 13,820 504,915 SH   SOLE   504,915 0 0
KINDER MORGAN INC DEL COM 49456b101 2,687 151,575 SH   SOLE   151,575 0 0
KORNIT DIGITAL LTD SHS M6372Q113 11,517 525,875 SH   SOLE   525,875 0 0
KRATON CORPORATION COM 50077C106 7,870 166,920 SH   SOLE   166,920 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 15,973 374,955 SH   SOLE   374,955 0 0
MGIC INVT CORP WIS COM 552848103 24,943 1,873,975 SH   SOLE   1,873,975 0 0
MRC GLOBAL INC COM 55345K103 6,257 333,375 SH   SOLE   333,375 0 0
MANPOWERGROUP INC COM 56418H100 679 7,900 SH   SOLE   7,900 0 0
MARVELL TECHOLOGY GROUP LTD ORD G5876H105 7,744 401,250 SH   SOLE   401,250 0 0
MASCO CORP COM 574599106 9,258 252,938 SH   SOLE   252,938 0 0
MEDNAX INC COM 58502B106 6,720 144,025 SH   SOLE   144,025 0 0
METLIFE INC COM 59156R108 463 9,900 SH   SOLE   9,900 0 0
NATERA INC COM 632307104 7,681 320,863 SH   SOLE   320,863 0 0
NATIONAL CINEMEDIA INC COM 635309107 5,834 550,884 SH   SOLE   550,884 0 0
NORDSTROM INC COM 655664100 10,917 182,525 SH   SOLE   182,525 0 0
NUTRIEN LTD COM 67077M108 1,552 26,895 SH   SOLE   26,895 0 0
OASIS PETE INC NEW COM 674215108 4,559 321,475 SH   SOLE   321,475 0 0
OCEANEERING INTL INC COM 675232102 464 16,800 SH   SOLE   16,800 0 0
OLIN CORP COM PAR $1 680665205 3,695 143,900 SH   SOLE   143,900 0 0
PRA GROUP INC COM 69354N106 10,330 286,950 SH   SOLE   286,950 0 0
PTC INC COM 69370C100 9,535 89,794 SH   SOLE   89,794 0 0
PALO ALTO NETWORKS INC COM 697435105 338 1,500 SH   SOLE   1,500 0 0
PARSLEY ENERGY INC CL A 701877102 5,658 193,431 SH   SOLE   193,431 0 0
RANGE RES CORP COM 75281A109 5,368 315,950 SH   SOLE   315,950 0 0
REALOGY HLDGS CORP COM 75605Y106 670 32,475 SH   SOLE   32,475 0 0
REXNORD CORP NEW COM 76169B102 11,635 377,775 SH   SOLE   377,775 0 0
SCHLUMBERGER LTD COM 806857108 746 12,250 SH   SOLE   12,250 0 0
SELECT MED HLDGS CORP COM 81619Q105 9,759 530,405 SH   SOLE   530,405 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 4,758 96,025 SH   SOLE   96,025 0 0
STERICYCLE INC COM 858912108 6,150 104,800 SH   SOLE   104,800 0 0
SUMMIT MATLS INC CL A 86614U100 3,041 167,249 SH   SOLE   167,249 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 2,142 219,950 SH   SOLE   219,950 0 0
TABLEAU SOFTWARE INC CL A 87336U105 7,601 68,025 SH   SOLE   68,025 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 7,747 98,397 SH   SOLE   98,397 0 0
TIVITY HEALTH INC COM 88870R102 3,294 102,450 SH   SOLE   102,450 0 0
TWIN DISC INC COM 901476101 4,760 206,600 SH   SOLE   206,600 0 0
US BANCORP DEL COM NEW 902973304 607 11,500 SH   SOLE   11,500 0 0
UNIT CORP COM 909218109 2,623 100,670 SH   SOLE   100,670 0 0
VAREX IMAGING CORP COM 92214X106 3,508 122,409 SH   SOLE   122,409 0 0
VERITEX HLDGS INC COM 923451108 4,047 143,200 SH   SOLE   143,200 0 0
VULCAN MATLS CO COM 929160109 7,309 65,725 SH   SOLE   65,725 0 0
WPX ENERGY INC COM 98212B103 8,097 402,450 SH   SOLE   402,450 0 0
WELBILT INC COM 949090104 11,444 548,102 SH   SOLE   548,102 0 0
WESTERN ALLIANCE BANCORP COM 957638109 16,878 296,675 SH   SOLE   296,675 0 0
WESTLAKE CHEM CORP COM 960413102 817 9,825 SH   SOLE   9,825 0 0
WHITING PETE CORP NEW COM NEW 966387409 9,686 182,626 SH   SOLE   182,626 0 0
WILLSCOT CORP COM 971375126 10,602 618,200 SH   SOLE   618,200 0 0
ZIONS BANCORPORATION COM 989701107 9,426 187,950 SH   SOLE   187,950 0 0