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
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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 88,857 3,746,048 SH   SOLE   2,172,791 0 1,573,257
AFFILIATED MANAGERS GROUP COM 008252108 21,096 111,275 SH   SOLE   28,640 0 82,635
ASHLAND GLOBAL HLDGS INC COM 044186104 13,297 190,534 SH   SOLE   48,986 0 141,548
BGC PARTNERS INC CL A 05541T101 66,070 4,912,286 SH   SOLE   2,850,467 0 2,061,819
BWX TECHNOLOGIES INC COM 05605H100 51,107 804,450 SH   SOLE   470,678 0 333,772
CALAVO GROWERS INC COM 128246105 44,728 485,113 SH   SOLE   375,198 0 109,915
CALLON PETE CO DEL COM 13123X102 59,923 4,525,939 SH   SOLE   2,870,153 0 1,655,786
CBIZ INC COM 124805102 46,110 2,526,561 SH   SOLE   1,954,168 0 572,393
COLUMBIA BKG SYS INC COM 197236102 99,957 2,382,756 SH   SOLE   1,382,391 0 1,000,365
COMMERCEHUB INC COM SER C 20084V306 40,199 1,787,417 SH   SOLE   1,382,716 0 404,701
COMMUNITY HEALTHCARE TR INC COM 20369C106 22,744 883,609 SH   SOLE   683,415 0 200,194
CTS CORP COM 126501105 25,272 929,117 SH   SOLE   718,731 0 210,386
DEL FRISCOS RESTAURANT GROUP COM 245077102 24,323 1,594,938 SH   SOLE   1,272,535 0 322,403
DENNYS CORP COM 24869P104 24,752 1,604,157 SH   SOLE   1,241,038 0 363,119
EZCORP INC CL A NON VTG 302301106 35,856 2,716,357 SH   SOLE   2,090,809 0 625,548
F M C CORP COM NEW 302491303 34,779 454,212 SH   SOLE   116,735 0 337,477
FB FINL CORP COM 30257X104 26,967 664,377 SH   SOLE   513,936 0 150,441
FIRST MERCHANTS CORP COM 320817109 53,113 1,273,693 SH   SOLE   985,333 0 288,360
FIRSTCASH INC COM 33767D105 12,286 151,215 SH   SOLE   82,988 0 68,227
GAMING & LEISURE PPTYS INC COM 36467J108 23,491 701,843 SH   SOLE   186,016 0 515,827
GENESEE & WYO INC CL A 371559105 88,341 1,247,940 SH   SOLE   705,551 0 542,389
HERITAGE FINL CORP WASH COM 42722X106 25,321 827,472 SH   SOLE   640,110 0 187,362
HOSTESS BRANDS INC CL A 44109J106 59,450 4,019,609 SH   SOLE   2,333,499 0 1,686,110
HOWARD HUGHES CORP COM 44267D107 61,126 439,349 SH   SOLE   254,661 0 184,688
HRG GROUP INC COM 40434J100 53,917 3,269,700 SH   SOLE   1,758,882 0 1,510,818
IAC INTERACTIVECORP COM 44919P508 59,653 381,462 SH   SOLE   98,101 0 283,361
INNERWORKINGS INC COM 45773Y105 22,752 2,513,959 SH   SOLE   1,945,083 0 568,876
INTERDIGITAL INC COM 45867G101 50,796 690,168 SH   SOLE   400,145 0 290,023
INVITATION HOMES INC COM 46187W107 16,369 716,984 SH   SOLE   184,385 0 532,599
J2 GLOBAL INC COM 48123V102 40,814 517,144 SH   SOLE   307,438 0 209,706
KAMAN CORP COM 483548103 51,794 833,772 SH   SOLE   508,594 0 325,178
KAR AUCTION SVCS INC COM 48238T109 103,464 1,908,930 SH   SOLE   994,904 0 914,026
LAKELAND BANCORP INC COM 511637100 40,403 2,035,421 SH   SOLE   1,573,374 0 462,047
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 72,561 439,335 SH   SOLE   249,399 0 189,936
LITHIA MTRS INC CL A 536797103 64,394 640,614 SH   SOLE   377,818 0 262,796
MB FINANCIAL INC NEW COM 55264U108 89,812 2,218,673 SH   SOLE   1,267,468 0 951,205
MEDICAL PPTYS TRUST INC COM 58463J304 74,264 5,712,609 SH   SOLE   3,319,870 0 2,392,739
MGP INGREDIENTS INC NEW COM 55303J106 25,012 279,184 SH   SOLE   222,962 0 56,222
NEWMARK GROUP INC CL A 65158N102 13,628 897,212 SH   SOLE   505,362 0 391,850
NEXSTAR MEDIA GROUP INC CL A 65336K103 90,005 1,353,461 SH   SOLE   775,202 0 578,259
ORION ENGINEERED CARBONS S A COM L72967109 18,860 695,930 SH   SOLE   534,070 0 161,860
OXFORD INDS INC COM 691497309 33,236 445,765 SH   SOLE   344,795 0 100,970
PACIFIC PREMIER BANCORP COM 69478X105 49,323 1,226,961 SH   SOLE   949,374 0 277,587
PACWEST BANCORP DEL COM 695263103 78,577 1,586,444 SH   SOLE   679,618 0 906,826
PARSLEY ENERGY INC CL A 701877102 29,459 1,016,164 SH   SOLE   260,824 0 755,340
PDF SOLUTIONS INC COM 693282105 18,787 1,611,229 SH   SOLE   1,246,344 0 364,885
PINNACLE FOODS INC DEL COM 72348P104 27,425 506,933 SH   SOLE   130,405 0 376,528
RESOLUTE ENERGY CORP COM NEW 76116A306 37,238 1,074,687 SH   SOLE   827,431 0 247,256
RSP PERMIAN INC COM 74978Q105 21,586 460,448 SH   SOLE   118,426 0 342,022
SILGAN HOLDINGS INC COM 827048109 73,678 2,645,517 SH   SOLE   1,532,129 0 1,113,388
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 70,662 1,468,462 SH   SOLE   850,642 0 617,820
SIX FLAGS ENTMT CORP NEW COM 83001A102 54,884 881,518 SH   SOLE   391,019 0 490,499
SOUTH ST CORP COM 840441109 66,577 780,509 SH   SOLE   469,587 0 310,922
STARWOOD PPTY TR INC COM 85571B105 27,100 1,293,559 SH   SOLE   332,610 0 960,949
SYNEOS HEALTH INC CL A 87166B102 12,637 355,968 SH   SOLE   91,610 0 264,358
TELEDYNE TECHNOLOGIES INC COM 879360105 68,485 365,894 SH   SOLE   211,903 0 153,991
UNITED BANKSHARES INC WEST V COM 909907107 21,940 622,427 SH   SOLE   479,487 0 142,940
VALVOLINE INC COM 92047W101 48,613 2,196,721 SH   SOLE   1,132,773 0 1,063,948
WENDYS CO COM 95058W100 16,160 920,815 SH   SOLE   236,807 0 684,008