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 | 126,889 | 3,334,807 | SH | SOLE | 2,697,773 | 0 | 637,034 | ||
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 69,372 | 781,485 | SH | SOLE | 647,114 | 0 | 134,371 | ||
| ATKORE INC | COM | 047649108 | 40,228 | 559,502 | SH | SOLE | 453,703 | 0 | 105,799 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 78,809 | 2,664,280 | SH | SOLE | 2,204,278 | 0 | 460,002 | ||
| BGC PARTNERS INC | CL A | 05541T101 | 81,279 | 16,827,929 | SH | SOLE | 13,618,497 | 0 | 3,209,432 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 115,501 | 1,751,613 | SH | SOLE | 1,450,583 | 0 | 301,030 | ||
| CALAVO GROWERS INC | COM | 128246105 | 16,022 | 206,369 | SH | SOLE | 161,363 | 0 | 45,006 | ||
| CBIZ INC | COM | 124805102 | 62,108 | 1,901,656 | SH | SOLE | 1,483,539 | 0 | 418,117 | ||
| CHANGE HEALTHCARE INC | COM | 15912K100 | 31,063 | 1,405,588 | SH | SOLE | 1,135,622 | 0 | 269,966 | ||
| CIRCOR INTL INC | COM | 17273K109 | 37,083 | 1,064,996 | SH | SOLE | 830,527 | 0 | 234,469 | ||
| COLFAX CORP | COM | 194014106 | 148,537 | 3,390,478 | SH | SOLE | 2,744,412 | 0 | 646,066 | ||
| COLUMBIA BKG SYS INC | COM | 197236102 | 130,574 | 3,030,265 | SH | SOLE | 2,446,983 | 0 | 583,282 | ||
| COMMUNITY HEALTHCARE TR INC | COM | 20369C106 | 34,774 | 753,991 | SH | SOLE | 588,252 | 0 | 165,739 | ||
| ESCO TECHNOLOGIES INC | COM | 296315104 | 22,093 | 202,890 | SH | SOLE | 158,284 | 0 | 44,606 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 43,854 | 317,095 | SH | SOLE | 262,348 | 0 | 54,747 | ||
| FB FINL CORP | COM | 30257X104 | 55,585 | 1,250,225 | SH | SOLE | 974,999 | 0 | 275,226 | ||
| FIRST MERCHANTS CORP | COM | 320817109 | 111,246 | 2,392,396 | SH | SOLE | 1,913,823 | 0 | 478,573 | ||
| FMC CORP | COM NEW | 302491303 | 108,199 | 978,206 | SH | SOLE | 809,379 | 0 | 168,827 | ||
| FORWARD AIR CORP | COM | 349853101 | 34,868 | 392,617 | SH | SOLE | 306,122 | 0 | 86,495 | ||
| FULLER H B CO | COM | 359694106 | 21,627 | 343,769 | SH | SOLE | 268,028 | 0 | 75,741 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 81,956 | 1,931,553 | SH | SOLE | 1,598,045 | 0 | 333,508 | ||
| GOGO INC | COM | 38046C109 | 8,370 | 866,417 | SH | SOLE | 677,217 | 0 | 189,200 | ||
| GREAT WESTN NATL BK PORTLAND | COM | 695263103 | 213,625 | 5,599,603 | SH | SOLE | 4,531,597 | 0 | 1,068,006 | ||
| HELEN OF TROY LTD | COM | G4388N106 | 24,482 | 116,218 | SH | SOLE | 96,161 | 0 | 20,057 | ||
| HOSTESS BRANDS INC | CL A | 44109J106 | 109,238 | 7,617,734 | SH | SOLE | 6,158,044 | 0 | 1,459,690 | ||
| HOWARD HUGHES CORP | COM | 44267D107 | 96,880 | 1,018,393 | SH | SOLE | 823,990 | 0 | 194,403 | ||
| INVITATION HOMES INC | COM | 46187W107 | 17,780 | 555,798 | SH | SOLE | 459,833 | 0 | 95,965 | ||
| J2 GLOBAL INC | COM | 48123V102 | 198,928 | 1,659,671 | SH | SOLE | 1,343,384 | 0 | 316,287 | ||
| KAMAN CORP | COM | 483548103 | 69,688 | 1,358,701 | SH | SOLE | 1,096,073 | 0 | 262,628 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 87,376 | 5,825,083 | SH | SOLE | 4,713,322 | 0 | 1,111,761 | ||
| LITHIA MTRS INC | CL A | 536797103 | 151,414 | 388,152 | SH | SOLE | 314,102 | 0 | 74,050 | ||
| MEDICAL PPTYS TRUST INC | COM | 58463J304 | 127,801 | 6,005,671 | SH | SOLE | 4,905,026 | 0 | 1,100,645 | ||
| NEWMARK GROUP INC | CL A | 65158N102 | 59,928 | 5,989,818 | SH | SOLE | 4,846,105 | 0 | 1,143,713 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 163,702 | 1,165,717 | SH | SOLE | 943,154 | 0 | 222,563 | ||
| OSI SYSTEMS INC | COM | 671044105 | 26,904 | 279,959 | SH | SOLE | 218,298 | 0 | 61,661 | ||
| OXFORD INDS INC | COM | 691497309 | 36,606 | 418,738 | SH | SOLE | 326,679 | 0 | 92,059 | ||
| PACIFIC PREMIER BANCORP | COM | 69478X105 | 117,459 | 2,703,941 | SH | SOLE | 2,162,426 | 0 | 541,515 | ||
| PHYSICIANS RLTY TR | COM | 71943U104 | 25,178 | 1,424,908 | SH | SOLE | 1,109,846 | 0 | 315,062 | ||
| PIONEER NAT RES CO | COM | 723787107 | 37,558 | 236,482 | SH | SOLE | 195,705 | 0 | 40,777 | ||
| PQ GROUP HLDGS INC | COM | 73943T103 | 22,722 | 1,360,588 | SH | SOLE | 1,055,358 | 0 | 305,230 | ||
| RATTLER MIDSTREAM LP | COM UNITS | 75419T103 | 36,684 | 3,450,956 | SH | SOLE | 2,772,929 | 0 | 678,027 | ||
| SILGAN HOLDINGS INC | COM | 827048109 | 161,449 | 3,841,287 | SH | SOLE | 3,113,677 | 0 | 727,610 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 166,468 | 2,802,971 | SH | SOLE | 2,266,904 | 0 | 536,067 | ||
| SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 67,601 | 795,301 | SH | SOLE | 642,946 | 0 | 152,355 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 154,790 | 6,256,666 | SH | SOLE | 5,057,849 | 0 | 1,198,817 | ||
| SYNEOS HEALTH INC | CL A | 87166B102 | 74,050 | 976,274 | SH | SOLE | 807,721 | 0 | 168,553 | ||
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 46,730 | 112,971 | SH | SOLE | 93,497 | 0 | 19,474 | ||
| TRINITY INDS INC | COM | 896522109 | 60,207 | 2,113,272 | SH | SOLE | 1,699,177 | 0 | 414,095 | ||
| VERINT SYS INC | COM | 92343X100 | 97,002 | 2,132,371 | SH | SOLE | 1,724,741 | 0 | 407,630 | ||
| VERRA MOBILITY CORP | COM | 92511U102 | 5,532 | 408,729 | SH | SOLE | 321,013 | 0 | 87,716 | ||
| VIPER ENERGY PARTNERS LP | COM UNT RP INT | 92763M105 | 33,637 | 2,310,247 | SH | SOLE | 1,855,107 | 0 | 455,140 | ||
| WILEY JOHN & SONS INC | CL A | 968223206 | 78,752 | 1,452,988 | SH | SOLE | 1,174,007 | 0 | 278,981 | ||
| XPO LOGISTICS INC | COM | 983793100 | 55,929 | 453,597 | SH | SOLE | 375,280 | 0 | 78,317 | ||