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 11,967,094 130,974 SH SOLE 130,974 0 0
ACUITY INC COM 00508Y102 12,554,697 44,803 SH SOLE 44,803 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 19,578,480 170,470 SH SOLE 170,470 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 16,016,925 507,990 SH SOLE 507,990 0 0
AMERICAN HOMES 4 RENT- A CL A 05352A100 9,175,238 328,626 SH SOLE 328,626 0 0
AVANTOR INC COM 117043109 6,761,036 862,377 SH SOLE 862,377 0 0
BRUNSWICK CORP COM 127055101 30,725,020 422,279 SH SOLE 422,279 0 0
CABOT CORP COM 14174T107 11,953,730 158,727 SH SOLE 158,727 0 0
CARETRUST REIT INC REITs 192576106 5,574,648 152,105 SH SOLE 152,105 0 0
COHU INC COM 20451N101 484,806 15,833 SH SOLE 15,833 0 0
COMPASS MINERALS INTERNATION COM 229663109 12,468,270 533,973 SH SOLE 533,973 0 0
CUBESMART COM 237266101 6,375,561 173,958 SH SOLE 173,958 0 0
DARLING INGREDIENTS INC COM 252784301 9,383,016 151,706 SH SOLE 151,706 0 0
DIAMONDROCK HOSPITALITY CO COM 29261A100 3,783,287 403,766 SH SOLE 403,766 0 0
ENCOMPASS HEALTH CORP COM 29275Y102 14,955,038 154,606 SH SOLE 154,606 0 0
ENERSYS COM 29415F104 6,017,487 34,639 SH SOLE 34,639 0 0
ENVISTA HOLDINGS CORP COM 336433107 14,899,979 587,307 SH SOLE 587,307 0 0
FIRST SOLAR INC COM 336433107 3,983,666 20,195 SH SOLE 20,195 0 0
GENTEX CORP COM 371901109 3,970,713 181,726 SH SOLE 181,726 0 0
GLOBUS MEDICAL INC - A CL A 379577208 22,163,971 257,242 SH SOLE 257,242 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 6,457,335 393,021 SH SOLE 393,021 0 0
INDEPENDENCE REALTY TRUST IN COM 45378A106 3,892,752 261,434 SH SOLE 261,434 0 0
JABIL INC COM 466313103 16,953,038 63,822 SH SOLE 63,822 0 0
LINDSAY CORP COM 535555106 14,183,023 119,115 SH SOLE 119,115 0 0
LUMENTUM HOLDINGS INC COM 55024U109 13,578,026 19,321 SH SOLE 19,321 0 0
MUELLER WATER PRODUCTS INC-A COM SER A 624758108 13,051,812 474,784 SH SOLE 474,784 0 0
PENNYMAC FINANCIAL SERVICES COM 70932M107 13,303,416 152,213 SH SOLE 152,213 0 0
QUIDELORTHO CORP COM 219798105 5,168,007 314,547 SH SOLE 314,547 0 0
SALLY BEAUTY HOLDINGS INC COM G7496G103 16,321,159 1,178,423 SH SOLE 1,178,423 0 0
SPS COMM INC COM 78463M107 24,587,713 441,669 SH SOLE 441,669 0 0
STRATEGIC EDUCATION INC COM 86272C103 11,644,514 140,363 SH SOLE 140,363 0 0
TENNANT CO COM 880345103 10,210,328 153,770 SH SOLE 153,770 0 0
TERADATA CORP DEL COM 88076W103 3,201,008 124,893 SH SOLE 124,893 0 0
TOWNE BANK COM 89214P109 11,203,760 332,752 SH SOLE 332,752 0 0
TRIPADVISOR INC COM 896945201 6,606,194 619,718 SH SOLE 619,718 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 20,622,438 2,110,792 SH SOLE 2,110,792 0 0
WEST FRASER TIMBER CO LTD COM 952845105 20,051,548 306,721 SH SOLE 306,721 0 0
WEX INC COM 96208T104 9,182,400 60,000 SH SOLE 60,000 0 0
WINTRUST FINANCIAL CORP COM 97650W108 25,060,747 180,371 SH SOLE 180,371 0 0