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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 2,718,720 56,534 SH SOLE 56,534 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 1,772,179 15,647 SH SOLE 15,647 0 0
APOGEE ENTERPRISES INC COM 037598109 1,227,304 34,699 SH SOLE 34,699 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 1,233,341 306,040 SH SOLE 306,040 0 0
AXIS CAP HLDGS LTD SHS G0692U109 2,551,595 27,087 SH SOLE 27,087 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103 3,750,612 81,606 SH SOLE 81,606 0 0
BLACKBAUD INC COM 09227Q100 2,113,464 50,780 SH SOLE 50,780 0 0
BRIDGEWATER BANCSHARES INC COM 108621103 1,915,888 94,987 SH SOLE 94,987 0 0
BRINKS CO COM 109696104 2,953,453 29,245 SH SOLE 29,245 0 0
CARS COM INC COM 14575E105 3,305,256 321,836 SH SOLE 321,836 0 0
CONMED CORP COM 207410101 3,044,292 65,851 SH SOLE 65,851 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 2,013,635 23,458 SH SOLE 23,458 0 0
DENTSPLY SIRONA INC COM 24906P109 1,699,082 191,770 SH SOLE 191,770 0 0
DMC GLOBAL INC COM 23291C103 543,235 97,354 SH SOLE 97,354 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 3,447,230 73,050 SH SOLE 73,050 0 0
DXC TECHNOLOGY CO COM 23355L106 1,498,081 138,327 SH SOLE 138,327 0 0
ENOVIS CORPORATION COM 194014502 2,711,706 148,424 SH SOLE 148,424 0 0
EURONET WORLDWIDE INC COM 298736109 3,768,679 59,944 SH SOLE 59,944 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 1,069,246 5,062 SH SOLE 5,062 0 0
FIVE9 INC COM 338307101 2,133,957 62,745 SH SOLE 62,745 0 0
FOX FACTORY HLDG CORP COM 35138V102 1,366,452 74,385 SH SOLE 74,385 0 0
GARTNER INC COM 366651107 1,570,667 8,420 SH SOLE 8,420 0 0
GENTEX CORP COM 371901109 1,532,887 70,510 SH SOLE 70,510 0 0
GREEN DOT CORP CL A 39304D102 1,901,592 154,601 SH SOLE 154,601 0 0
HOME BANCSHARES INC COM 436893200 2,335,361 82,873 SH SOLE 82,873 0 0
INGEVITY CORP COM 45688C107 2,202,872 31,136 SH SOLE 31,136 0 0
INMODE LTD SHS M5425M103 1,049,898 74,093 SH SOLE 74,093 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 1,214,695 23,058 SH SOLE 23,058 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 1,641,599 401,369 SH SOLE 401,369 0 0
KOPPERS HOLDINGS INC COM 50060P106 1,666,725 36,559 SH SOLE 36,559 0 0
LEGACY HOUSING CORP COM 52472M101 2,479,754 86,493 SH SOLE 86,493 0 0
MALIBU BOATS INC COM CL A 56117J100 1,137,611 49,634 SH SOLE 49,634 0 0
MGP INGREDIENTS INC NEW COM 55303J106 1,250,217 94,356 SH SOLE 94,356 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 515,321 14,130 SH SOLE 14,130 0 0
NCR VOYIX CORPORATION COM 62886E108 3,411,108 498,700 SH SOLE 498,700 0 0
NORTHRIM BANCORP INC COM 666762109 1,443,163 59,561 SH SOLE 59,561 0 0
O-I GLASS INC COM 67098H104 1,170,347 207,141 SH SOLE 207,141 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 1,939,693 20,721 SH SOLE 20,721 0 0
QUANEX BLDG PRODS CORP COM 747619104 1,942,855 102,960 SH SOLE 102,960 0 0
REPAY HLDGS CORP COM CL A 76029L100 1,720,267 475,212 SH SOLE 475,212 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301 887,898 44,866 SH SOLE 44,866 0 0
SIMMONS FIRST NATL CORP CL A $1 PAR 828730200 1,329,285 58,870 SH SOLE 58,870 0 0
SIMPLY GOOD FOODS CO COM 82900L102 1,859,879 195,983 SH SOLE 195,983 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,029,534 11,400 SH SOLE 11,400 0 0
SUPERNUS PHARMACEUTICALS COM 868459108 1,503,559 34,934 SH SOLE 34,934 0 0
SYLVAMO CORP COMMON STOCK 871332102 1,055,662 32,303 SH SOLE 32,303 0 0
TELEFLEX INCORPORATED COM 879369106 1,766,940 14,131 SH SOLE 14,131 0 0
TITAN INTL INC ILL COM 88830M102 1,627,559 240,053 SH SOLE 240,053 0 0
TRIPADVISOR INC COM 896945201 1,034,791 123,631 SH SOLE 123,631 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 1,493,099 11,284 SH SOLE 11,284 0 0
VISTEON CORP COM NEW 92839U206 1,591,531 18,361 SH SOLE 18,361 0 0
VONTIER CORPORATION COM 928881101 1,808,326 57,590 SH SOLE 57,590 0 0
WINNEBAGO INDS INC COM 974637100 1,296,481 49,165 SH SOLE 49,165 0 0
WORLD KINECT CORPORATION COM 981475106 1,263,439 35,934 SH SOLE 35,934 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 1,639,819 432,670 SH SOLE 432,670 0 0