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 12,573,229 172,689 SH SOLE 172,689 0 0
ACUITY INC COM 00508Y102 4,749,065 16,203 SH SOLE 16,203 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 6,466,745 100,296 SH SOLE 100,296 0 0
AMERICAN HOMES 4 RENT- A CL A 02665T306 6,776,435 239,468 SH SOLE 239,468 0 0
AVANTOR INC COM 05352A100 5,898,845 555,380 SH SOLE 555,380 0 0
BRUNSWICK CORP COM 117043109 23,427,218 435,278 SH SOLE 435,278 0 0
CABOT CORP COM 127055101 9,051,180 139,844 SH SOLE 139,844 0 0
CARETRUST REIT INC REITs 14174T107 5,079,661 172,105 SH SOLE 172,105 0 0
COHU INC COM 192576106 4,898,717 283,128 SH SOLE 283,128 0 0
COMPASS MINERALS INTERNATION COM 20451N101 8,396,903 513,873 SH SOLE 513,873 0 0
CUBESMART COM 229663109 6,665,679 192,626 SH SOLE 192,626 0 0
DARLING INGREDIENTS INC COM 237266101 6,878,283 261,807 SH SOLE 261,807 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 2,438,809 360,000 SH SOLE 360,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 10,086,577 93,306 SH SOLE 93,306 0 0
ENERSYS COM 29275Y102 12,732,178 132,439 SH SOLE 132,439 0 0
ENVISTA HOLDINGS CORP COM 29415F104 10,250,999 591,307 SH SOLE 591,307 0 0
FIRST SOLAR INC COM 336433107 4,524,713 24,108 SH SOLE 24,108 0 0
GENTEX CORP COM 371901109 4,633,589 192,384 SH SOLE 192,384 0 0
GLOBUS MEDICAL INC - A CL A 379577208 12,277,713 251,900 SH SOLE 251,900 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 6,283,172 385,521 SH SOLE 385,521 0 0
INDEPENDENCE REALTY TRUST IN COM 45378A106 3,451,441 247,434 SH SOLE 247,434 0 0
JABIL INC COM 466313103 8,039,541 43,498 SH SOLE 43,498 0 0
LINDSAY CORP COM 535555106 15,062,649 125,915 SH SOLE 125,915 0 0
LUMENTUM HOLDINGS INC COM 55024U109 25,376,529 183,255 SH SOLE 183,255 0 0
MUELLER WATER PRODUCTS INC-A COM SER A 624758108 9,682,049 445,784 SH SOLE 445,784 0 0
PENNYMAC FINANCIAL SERVICES COM 70932M107 13,970,817 132,513 SH SOLE 132,513 0 0
QUIDELORTHO CORP COM 219798105 12,494,921 498,524 SH SOLE 498,524 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 4,590,622 21,242 SH SOLE 21,242 0 0
SALLY BEAUTY HOLDINGS INC COM 79546E104 17,180,568 1,239,998 SH SOLE 1,239,998 0 0
STRATEGIC EDUCATION INC COM 86272C103 17,181,430 234,719 SH SOLE 234,719 0 0
TENNANT CO COM 880345103 9,556,526 138,526 SH SOLE 138,526 0 0
TERADATA CORP DEL COM 88076W103 3,394,424 185,423 SH SOLE 185,423 0 0
THERMON GROUP HOLDINGS INC COM 88362T103 6,983,016 307,075 SH SOLE 307,075 0 0
TOWNE BANK COM 89214P109 9,083,878 308,752 SH SOLE 308,752 0 0
TRIPADVISOR INC COM 896945201 14,126,273 1,020,810 SH SOLE 1,020,810 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 6,258,100 1,829,171 SH SOLE 1,829,171 0 0
WEST FRASER TIMBER CO LTD COM 952845105 15,962,782 275,803 SH SOLE 275,803 0 0
WEX INC COM 96208T104 5,872,182 43,800 SH SOLE 43,800 0 0
WINTRUST FINANCIAL CORP COM 97650W108 20,007,795 177,508 SH SOLE 177,508 0 0