The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACI WORLDWIDE INC | COM | 004498101 | 37,551,422 | 915,665 | SH | SOLE | 1 | 886,668 | 0 | 28,997 | |
| ALCOA CORP | COM | 013872106 | 45,717,820 | 689,248 | SH | SOLE | 1 | 689,248 | 0 | 0 | |
| AMERICOLD REALTY TRUST INC | COM | 03064D108 | 35,440,932 | 3,092,577 | SH | SOLE | 1 | 2,999,722 | 0 | 92,855 | |
| ANI PHARMACEUTICALS INC | COM | 00182C103 | 27,779,356 | 361,240 | SH | SOLE | 1 | 349,905 | 0 | 11,335 | |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 28,715,576 | 174,245 | SH | SOLE | 1 | 168,627 | 0 | 5,618 | |
| ATN INTL INC | COM | 00215F107 | 39,659,486 | 1,456,998 | SH | SOLE | 1 | 1,408,519 | 0 | 48,479 | |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 04965M106 | 205,032 | 5,570 | SH | SOLE | 1 | 5,570 | 0 | 0 | |
| BALCHEM CORP | COM | 057665200 | 3,433,495 | 20,259 | SH | SOLE | 1 | 20,259 | 0 | 0 | |
| BLACKBAUD INC | COM | 09227Q100 | 546,525 | 14,155 | SH | SOLE | 1 | 14,155 | 0 | 0 | |
| BOSTON BEER INC | CL A | 100557107 | 33,989,760 | 147,525 | SH | SOLE | 1 | 142,900 | 0 | 4,625 | |
| BOYD GROUP SERVICES INC | COM | 103310108 | 41,569,417 | 325,560 | SH | SOLE | 1 | 312,404 | 0 | 13,156 | |
| BRUNSWICK CORP | COM | 117043109 | 27,181,754 | 373,581 | SH | SOLE | 1 | 361,875 | 0 | 11,706 | |
| CAE INC | COM | 124765108 | 31,463,805 | 1,206,866 | SH | SOLE | 1 | 1,168,979 | 0 | 37,887 | |
| CASELLA WASTE SYS INC | CL A | 147448104 | 25,851,114 | 325,827 | SH | SOLE | 1 | 316,045 | 0 | 9,782 | |
| CERTARA INC | COM | 15687V109 | 981,569 | 172,205 | SH | SOLE | 1 | 172,205 | 0 | 0 | |
| CLEAN ENERGY FUELS CORP | COM | 184499101 | 17,674,506 | 7,126,817 | SH | SOLE | 1 | 6,901,576 | 0 | 225,241 | |
| COMMVAULT SYS INC | COM | 204166102 | 28,700,206 | 368,471 | SH | SOLE | 1 | 357,354 | 0 | 11,117 | |
| COVISTA INC | COM | 00737L103 | 2,252,446 | 19,544 | SH | SOLE | 1 | 19,544 | 0 | 0 | |
| DIGI INTL INC | COM | 253798102 | 23,076,907 | 478,774 | SH | SOLE | 1 | 463,383 | 0 | 15,391 | |
| DIODES INC | COM | 254543101 | 57,178,262 | 837,654 | SH | SOLE | 1 | 811,438 | 0 | 26,216 | |
| DNOW INC | COM | 67011P100 | 35,823,434 | 3,007,845 | SH | SOLE | 1 | 2,912,495 | 0 | 95,350 | |
| EAGLE MATLS INC | COM | 26969P108 | 40,962,690 | 216,219 | SH | SOLE | 1 | 209,498 | 0 | 6,721 | |
| ENERSYS | COM | 29275Y102 | 5,071,408 | 29,193 | SH | SOLE | 1 | 29,193 | 0 | 0 | |
| EURONET WORLDWIDE INC | COM | 298736109 | 15,678,253 | 236,225 | SH | SOLE | 1 | 228,780 | 0 | 7,445 | |
| EVERCORE INC | CLASS A | 29977A105 | 35,480,003 | 118,857 | SH | SOLE | 1 | 115,044 | 0 | 3,813 | |
| FEDERAL AGRIC MTG CORP | CL C | 313148306 | 2,493,764 | 16,810 | SH | SOLE | 1 | 16,810 | 0 | 0 | |
| FEDERAL SIGNAL CORP | COM | 313855108 | 35,694,311 | 330,075 | SH | SOLE | 1 | 319,652 | 0 | 10,423 | |
| GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | 18,861,008 | 4,448,351 | SH | SOLE | 1 | 4,307,554 | 0 | 140,797 | |
| GENTHERM INC | COM | 37253A103 | 33,101,676 | 1,191,565 | SH | SOLE | 1 | 1,154,230 | 0 | 37,335 | |
| GLOBUS MED INC | CL A | 379577208 | 59,833,295 | 694,444 | SH | SOLE | 1 | 672,712 | 0 | 21,732 | |
| GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | 40,312,971 | 190,542 | SH | SOLE | 1 | 184,433 | 0 | 6,109 | |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | 48,195,094 | 929,510 | SH | SOLE | 1 | 900,410 | 0 | 29,100 | |
| LIMONEIRA CO | COM | 532746104 | 39,270,503 | 2,926,267 | SH | SOLE | 1 | 2,833,767 | 0 | 92,500 | |
| MONTROSE ENVIRONMENTAL GROUP | COM | 615111101 | 3,130,182 | 142,996 | SH | SOLE | 1 | 142,996 | 0 | 0 | |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 1,336,949 | 48,634 | SH | SOLE | 1 | 48,634 | 0 | 0 | |
| NEXTPOWER INC | CLASS A COM | 65290E101 | 4,112,081 | 34,111 | SH | SOLE | 1 | 34,111 | 0 | 0 | |
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 199,964,415 | 1,791,348 | SH | SOLE | 1 | 1,715,903 | 0 | 75,445 | |
| PRA GROUP INC | COM | 69354N106 | 33,893,300 | 1,936,760 | SH | SOLE | 1 | 1,875,009 | 0 | 61,751 | |
| QUAKER HOUGHTON | COM | 747316107 | 21,089,161 | 169,759 | SH | SOLE | 1 | 164,457 | 0 | 5,302 | |
| RADNET INC | COM | 750491102 | 36,787,245 | 658,208 | SH | SOLE | 1 | 639,402 | 0 | 18,806 | |
| RAYONIER INC | COM | 754907103 | 43,101,862 | 2,090,294 | SH | SOLE | 1 | 2,024,763 | 0 | 65,531 | |
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 27,873,181 | 826,852 | SH | SOLE | 1 | 800,670 | 0 | 26,182 | |
| RLI CORP | COM | 749607107 | 33,567,070 | 588,483 | SH | SOLE | 1 | 569,882 | 0 | 18,601 | |
| RUSH ENTERPRISES INC | CL A | 781846209 | 48,537,764 | 734,197 | SH | SOLE | 1 | 711,285 | 0 | 22,912 | |
| SANMINA CORP | COM | 801056102 | 78,116,138 | 602,562 | SH | SOLE | 1 | 583,696 | 0 | 18,866 | |
| SERVICE CORP INTL | COM | 817565104 | 28,684,354 | 347,647 | SH | SOLE | 1 | 336,754 | 0 | 10,893 | |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 2,201,684 | 43,128 | SH | SOLE | 1 | 43,128 | 0 | 0 | |
| SPROTT INC | COM NEW | 852066208 | 44,744,094 | 313,478 | SH | SOLE | 1 | 299,883 | 0 | 13,595 | |
| UMB FINL CORP | COM | 902788108 | 74,326,580 | 658,982 | SH | SOLE | 1 | 639,429 | 0 | 19,553 | |
| VALMONT INDS INC | COM | 920253101 | 3,342,403 | 8,365 | SH | SOLE | 1 | 8,365 | 0 | 0 | |
| VERICEL CORP | COM | 92346J108 | 1,607,149 | 49,958 | SH | SOLE | 1 | 49,958 | 0 | 0 | |
| WERIDE INC | SPONSORED ADS | 950915108 | 20,610,909 | 2,547,702 | SH | SOLE | 1 | 2,467,875 | 0 | 79,827 | |
| WINTRUST FINL CORP | COM | 97650W108 | 32,564,757 | 234,380 | SH | SOLE | 1 | 226,935 | 0 | 7,445 | |
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | 3,007,419 | 67,070 | SH | SOLE | 1 | 67,070 | 0 | 0 | |