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
AAON INC COM PAR $0.004 000360206 33,310,983 402,501 SH SOLE 390,465 0 12,036
ALCOA CORP COM 013872106 35,887,992 854,476 SH SOLE 854,476 0 0
AMERICOLD REALTY TRUST INC COM 03064D108 64,743,435 4,631,147 SH SOLE 4,489,172 0 141,975
ARMSTRONG WORLD INDS INC NEW COM 04247X102 34,152,980 210,912 SH SOLE 204,215 0 6,697
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 16,976,028 259,374 SH SOLE 251,121 0 8,253
ATN INTL INC COM 00215F107 36,318,843 1,305,494 SH SOLE 1,262,702 0 42,792
BALCHEM CORP COM 057665200 3,512,658 21,294 SH SOLE 21,294 0 0
BOYD GROUP SERVICES INC COM 103310108 18,028,756 229,687 SH SOLE 220,571 0 9,116
CLEAN ENERGY FUELS CORP COM 184499101 21,861,633 14,013,867 SH SOLE 13,567,264 0 446,603
COMMVAULT SYS INC COM 204166102 57,895,206 386,174 SH SOLE 374,815 0 11,359
COVISTA INC COM 00737L103 1,354,954 11,088 SH SOLE 11,088 0 0
DIGI INTL INC COM 253798102 24,196,469 317,414 SH SOLE 307,311 0 10,103
DIODES INC COM 254543101 53,758,715 555,416 SH SOLE 537,737 0 17,679
DNOW INC COM 67011P100 42,880,626 2,766,492 SH SOLE 2,678,303 0 88,189
DOCUSIGN INC COM 256163106 44,867,145 668,163 SH SOLE 646,895 0 21,268
ENERSYS COM 29275Y102 4,368,932 23,805 SH SOLE 23,805 0 0
EVERCORE INC CLASS A 29977A105 38,833,060 150,808 SH SOLE 146,000 0 4,808
FEDERAL AGRIC MTG CORP CL C 313148306 3,167,531 15,308 SH SOLE 15,308 0 0
FEDERAL SIGNAL CORP COM 313855108 35,508,638 320,504 SH SOLE 310,345 0 10,159
GENIUS SPORTS LIMITED SHARES CL A G3934V109 16,884,270 2,946,644 SH SOLE 2,853,052 0 93,592
GENTHERM INC COM 37253A103 47,750,535 1,433,950 SH SOLE 1,388,261 0 45,689
GLOBUS MED INC CL A 379577208 37,423,411 499,645 SH SOLE 483,747 0 15,898
GULFPORT ENERGY CORP COMMON SHARES 402635502 37,318,589 247,997 SH SOLE 240,103 0 7,894
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 53,655,328 1,207,094 SH SOLE 1,168,611 0 38,483
IONIS PHARMACEUTICALS INC COM 462222100 19,502,450 436,785 SH SOLE 422,868 0 13,917
LIMONEIRA CO COM 532746104 33,486,291 2,813,974 SH SOLE 2,724,363 0 89,611
MUELLER WTR PRODS INC COM SER A 624758108 1,918,036 90,303 SH SOLE 90,303 0 0
NEXTPOWER INC COM 65290E101 2,901,490 37,232 SH SOLE 37,232 0 0
ONTERRIS INC COM 615111101 2,480,826 185,413 SH SOLE 185,413 0 0
ORMAT TECHNOLOGIES INC COM 686688102 138,818,727 1,521,623 SH SOLE 1,445,620 0 76,003
OXFORD INDS INC COM 691497309 13,468,371 551,079 SH SOLE 533,516 0 17,563
POWER INTEGRATIONS INC COM 739276103 612,742 11,829 SH SOLE 11,829 0 0
PRA GROUP INC COM 69354N106 32,797,655 1,682,794 SH SOLE 1,629,314 0 53,480
QUAKER HOUGHTON COM 747316107 36,552,203 231,695 SH SOLE 224,315 0 7,380
RADNET INC COM 750491102 24,471,356 354,966 SH SOLE 345,644 0 9,322
RAYONIER INC COM 754907103 33,078,680 1,801,671 SH SOLE 1,744,286 0 57,385
RLI CORP COM 749607107 58,102,381 1,050,486 SH SOLE 1,017,017 0 33,469
RUSH ENTERPRISES INC CL A 781846209 55,781,005 1,217,660 SH SOLE 1,178,849 0 38,811
SANMINA CORP COM 801056102 56,223,680 261,615 SH SOLE 253,274 0 8,341
SERVICE CORP INTL COM 817565104 40,372,446 530,170 SH SOLE 513,311 0 16,859
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,965,423 61,670 SH SOLE 61,670 0 0
SPROTT INC COM NEW 852066208 46,171,730 387,025 SH SOLE 366,282 0 20,743
TG THERAPEUTICS INC COM 88322Q108 19,808,705 355,122 SH SOLE 343,822 0 11,300
UMB FINL CORP COM 902788108 88,260,799 678,877 SH SOLE 658,837 0 20,040
VALMONT INDS INC COM 920253101 35,559,642 76,806 SH SOLE 74,654 0 2,152
VERICEL CORP COM 92346J108 2,633,786 65,615 SH SOLE 65,615 0 0
WERIDE INC SPONSORED ADS 950915108 18,771,025 3,535,033 SH SOLE 3,423,098 0 111,935
ZURN ELKAY WATER SOLNS CORP COM 98983L108 3,249,508 69,927 SH SOLE 69,927 0 0