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
Expires: July 31, 2015
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
ABERCROMBIE & FITCH CO-CL A CL A 002896207 9,081,021 128,614 SH SOLE 128,614 0 0
ACUITY INC COM 00508Y102 4,173,048 16,413 SH SOLE 16,413 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 6,902,428 101,546 SH SOLE 101,546 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 4,013,756 137,752 SH SOLE 137,752 0 0
AMERICAN HOMES 4 RENT- A CL A 02665T306 7,454,939 242,518 SH SOLE 242,518 0 0
AVANTOR INC COM 05352A100 5,764,147 502,500 SH SOLE 502,500 0 0
BRUNSWICK CORP COM 117043109 24,280,602 515,765 SH SOLE 515,765 0 0
CABOT CORP COM 127055101 9,053,434 141,644 SH SOLE 141,644 0 0
CARETRUST REIT INC REITs 14174T107 5,387,858 206,605 SH SOLE 206,605 0 0
COHU INC COM 192576106 4,922,777 300,228 SH SOLE 300,228 0 0
COMPASS MINERALS INTERNATION COM 20451N101 8,909,403 520,373 SH SOLE 520,373 0 0
CUBESMART COM 229663109 7,065,562 195,076 SH SOLE 195,076 0 0
DARLING INGREDIENTS INC COM 237266101 9,435,110 291,807 SH SOLE 291,807 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 2,350,094 360,000 SH SOLE 360,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 8,674,813 83,006 SH SOLE 83,006 0 0
ENERSYS COM 29275Y102 9,797,618 134,039 SH SOLE 134,039 0 0
ENVISTA HOLDINGS CORP COM 29415F104 9,979,938 599,307 SH SOLE 599,307 0 0
FIRST SOLAR INC COM 336433107 6,861,713 48,638 SH SOLE 48,638 0 0
GENTEX CORP COM 371901109 9,189,998 490,384 SH SOLE 490,384 0 0
GLOBUS MEDICAL INC - A CL A 379577208 11,928,237 237,150 SH SOLE 237,150 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 5,826,783 390,471 SH SOLE 390,471 0 0
INDEPENDENCE REALTY TRUST IN COM 45378A106 3,565,951 236,534 SH SOLE 236,534 0 0
JABIL INC COM 466313103 8,830,318 47,508 SH SOLE 47,508 0 0
LINDSAY CORP COM 535555106 15,171,820 123,415 SH SOLE 123,415 0 0
LUMENTUM HOLDINGS INC COM 55024U109 26,617,043 328,555 SH SOLE 328,555 0 0
MUELLER WATER PRODUCTS INC-A COM SER A 624758108 9,522,249 464,784 SH SOLE 464,784 0 0
PENNYMAC FINANCIAL SERVICES COM 70932M107 12,152,531 143,113 SH SOLE 143,113 0 0
QUIDELORTHO CORP COM 219798105 11,445,475 466,000 SH SOLE 466,000 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 4,454,133 21,517 SH SOLE 21,517 0 0
SALLY BEAUTY HOLDINGS INC COM 79546E104 15,334,967 1,943,202 SH SOLE 1,943,202 0 0
STRATEGIC EDUCATION INC COM 86272C103 6,660,367 91,804 SH SOLE 91,804 0 0
TENNANT CO COM 880345103 8,793,656 133,176 SH SOLE 133,176 0 0
THERMON GROUP HOLDINGS INC COM 88362T103 5,904,242 246,725 SH SOLE 246,725 0 0
TOWNE BANK COM 89214P109 8,236,291 282,752 SH SOLE 282,752 0 0
TRIPADVISOR INC COM 896945201 11,347,150 1,020,287 SH SOLE 1,020,287 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 7,658,919 1,772,579 SH SOLE 1,772,579 0 0
WEST FRASER TIMBER CO LTD COM 952845105 11,828,882 259,303 SH SOLE 259,303 0 0
WEX INC COM 96208T104 4,581,706 36,600 SH SOLE 36,600 0 0
WINTRUST FINANCIAL CORP COM 97650W108 20,482,798 193,858 SH SOLE 193,858 0 0