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 13,773,150 153,018 SH SOLE 153,018 0 0
ACUITY INC COM 00508Y102 17,628,817 46,803 SH SOLE 46,803 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 22,165,793 187,512 SH SOLE 187,512 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 14,375,833 206,490 SH SOLE 206,490 0 0
AMERICAN HOMES 4 RENT- A CL A 05352A100 10,814,423 322,626 SH SOLE 322,626 0 0
AVANTOR INC COM 117043109 14,794,985 1,494,443 SH SOLE 1,494,443 0 0
BLACKBAUD INC COM 09227Q100 17,000,280 573,946 SH SOLE 573,946 0 0
BRUNSWICK CORP COM 127055101 32,245,302 382,779 SH SOLE 382,779 0 0
CABOT CORP COM 14174T107 13,990,185 154,043 SH SOLE 154,043 0 0
CARETRUST REIT INC REITs 192576106 6,258,486 155,105 SH SOLE 155,105 0 0
COMPASS MINERALS INTERNATION COM 229663109 15,879,942 510,117 SH SOLE 510,117 0 0
CUBESMART COM 237266101 5,923,900 148,954 SH SOLE 148,954 0 0
DARLING INGREDIENTS INC COM 252784301 7,216,285 132,118 SH SOLE 132,118 0 0
DIAMONDROCK HOSPITALITY CO COM 29261A100 4,400,219 361,266 SH SOLE 361,266 0 0
ENCOMPASS HEALTH CORP COM 29275Y102 16,820,318 166,406 SH SOLE 166,406 0 0
ENVISTA HOLDINGS CORP COM 336433107 15,348,479 582,485 SH SOLE 582,485 0 0
FIRST SOLAR INC COM 336433107 5,307,920 22,495 SH SOLE 22,495 0 0
GLOBUS MEDICAL INC - A CL A 379577208 16,367,000 207,151 SH SOLE 207,151 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 7,597,000 355,000 SH SOLE 355,000 0 0
INDEPENDENCE REALTY TRUST IN COM 45378A106 4,134,213 247,706 SH SOLE 247,706 0 0
JABIL INC COM 466313103 22,225,234 57,656 SH SOLE 57,656 0 0
LINDSAY CORP COM 535555106 13,694,137 110,615 SH SOLE 110,615 0 0
LUMENTUM HOLDINGS INC COM 55024U109 13,467,251 15,695 SH SOLE 15,695 0 0
MUELLER WATER PRODUCTS INC-A COM SER A 624758108 13,171,569 509,933 SH SOLE 509,933 0 0
PENNYMAC FINANCIAL SERVICES COM 70932M107 13,301,302 152,713 SH SOLE 152,713 0 0
QUIDELORTHO CORP COM 219798105 5,088,930 290,547 SH SOLE 290,547 0 0
SALLY BEAUTY HOLDINGS INC COM G7496G103 18,961,697 1,340,997 SH SOLE 1,340,997 0 0
SPS COMM INC COM 78463M107 35,054,871 613,169 SH SOLE 613,169 0 0
STRATEGIC EDUCATION INC COM 86272C103 16,102,076 210,155 SH SOLE 210,155 0 0
TENNANT CO COM 880345103 13,445,968 153,598 SH SOLE 153,598 0 0
TERADATA CORP DEL COM 88076W103 3,808,312 109,908 SH SOLE 109,908 0 0
TOWNE BANK COM 89214P109 11,951,734 329,794 SH SOLE 329,794 0 0
TRIPADVISOR INC COM 896945201 7,081,064 516,489 SH SOLE 516,489 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 12,919,989 2,050,792 SH SOLE 2,050,792 0 0
WEX INC COM 96208T104 12,246,612 86,800 SH SOLE 86,800 0 0
WINTRUST FINANCIAL CORP COM 97650W108 27,285,595 169,771 SH SOLE 169,771 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 4,586,703 53,278 SH SOLE 53,278 0 0