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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABM INDS INC COM 000957100   13,729,619 307,701 SH   SOLE   307,701 0 0
ACUITY BRANDS INC COM 00508Y102   5,699,495 21,209 SH   SOLE   21,209 0 0
ADTALEM GLOBAL ED INC COM 00737L103   13,139,279 255,628 SH   SOLE   255,628 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   9,982,858 57,959 SH   SOLE   57,959 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   389,112 28,217 SH   SOLE   28,217 0 0
AMN HEALTHCARE SVCS INC COM 001744101   2,089,084 33,420 SH   SOLE   33,420 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   4,774,784 24,170 SH   SOLE   24,170 0 0
ASTEC INDS INC COM 046224101   9,165,331 209,685 SH   SOLE   209,685 0 0
AXALTA COATING SYS LTD COM G0750C108   11,280,092 328,005 SH   SOLE   328,005 0 0
CALAVO GROWERS INC COM 128246105   11,242,971 404,278 SH   SOLE   404,278 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   3,888,556 139,625 SH   SOLE   139,625 0 0
CARGURUS INC COM CL A 141788109   4,221,794 182,920 SH   SOLE   182,920 0 0
CELESTICA INC SUB VTG SHS 15101Q108   22,267,231 495,488 SH   SOLE   495,488 0 0
CHART INDS INC COM 16115Q308   399,775 2,427 SH   SOLE   2,427 0 0
EAGLE MATLS INC COM 26969P108   7,513,888 27,650 SH   SOLE   27,650 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   4,211,180 258,672 SH   SOLE   258,672 0 0
EURONET WORLDWIDE INC COM 298736109   4,609,805 41,934 SH   SOLE   41,934 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   3,348,308 26,253 SH   SOLE   26,253 0 0
FLOWERS FOODS INC COM 343498101   604,058 25,434 SH   SOLE   25,434 0 0
GENERAC HLDGS INC COM 368736104   4,094,757 32,462 SH   SOLE   32,462 0 0
GREEN DOT CORP CL A 39304D102   4,254,209 455,971 SH   SOLE   455,971 0 0
GREENBRIER COS INC COM 393657101   4,593,761 88,172 SH   SOLE   88,172 0 0
HARLEY DAVIDSON INC COM 412822108   11,796,765 269,702 SH   SOLE   269,702 0 0
IDEX CORP COM 45167R104   10,859,866 44,504 SH   SOLE   44,504 0 0
KORN FERRY COM NEW 500643200   6,777,028 103,057 SH   SOLE   103,057 0 0
LEGACY HOUSING CORP COM 52472M101   1,532,159 71,197 SH   SOLE   71,197 0 0
LIMONEIRA CO COM 532746104   978,900 50,046 SH   SOLE   50,046 0 0
MARINEMAX INC COM 567908108   10,771,983 323,872 SH   SOLE   323,872 0 0
MARINEMAX INC COM 567908108   66,520 2,000 SH Put SOLE   2,000 0 0
MARTEN TRANS LTD COM 573075108   2,057,951 111,361 SH   SOLE   111,361 0 0
MASTEC INC COM 576323109   13,946,284 149,558 SH   SOLE   149,558 0 0
MERIDIANLINK INC COMMON STOCK 58985J105   2,116,765 113,196 SH   SOLE   113,196 0 0
MISSION PRODUCE INC COM 60510V108   1,330,591 112,097 SH   SOLE   112,097 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106   2,226,793 112,749 SH   SOLE   112,749 0 0
PETIQ INC COM CL A 71639T106   8,182,841 447,639 SH   SOLE   447,639 0 0
PETIQ INC COM CL A 71639T106   36,560 2,000 SH Put SOLE   2,000 0 0
PLAYAGS INC COM 72814N104   1,293,659 144,060 SH   SOLE   144,060 0 0
PRIMORIS SVCS CORP COM 74164F103   4,192,038 98,474 SH   SOLE   98,474 0 0
PROG HOLDINGS INC COM NPV 74319R101   5,931,532 172,228 SH   SOLE   172,228 0 0
PROGRESS SOFTWARE CORP COM 743312100   346,515 6,500 SH Put SOLE   6,500 0 0
RADNET INC COM 750491102   345,535 7,101 SH   SOLE   7,101 0 0
RIBBON COMMUNICATIONS INC COM 762544104   281,952 88,110 SH   SOLE   88,110 0 0
RXO INC COMMON STOCK 74982T103   4,677,818 213,892 SH   SOLE   213,892 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301   1,479,560 160,299 SH   SOLE   160,299 0 0
SEMTECH CORP COM 816850101   7,083,898 257,690 SH   SOLE   257,690 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   19,385,377 280,176 SH   SOLE   280,176 0 0
SHERWIN WILLIAMS CO COM 824348106   7,781,581 22,404 SH   SOLE   22,404 0 0
SILGAN HLDGS INC COM 827048109   8,583,903 176,769 SH   SOLE   176,769 0 0
STRIDE INC COM 86333M108   5,137,440 81,482 SH   SOLE   81,482 0 0
UPBOUND GROUP INC COM 76009N100   12,198,117 346,439 SH   SOLE   346,439 0 0
XEROX HOLDINGS CORP COM NEW 98421M106   8,466,288 472,977 SH   SOLE   472,977 0 0