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
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
ADTRAN Inc COM 00738A106 3,516 187,414 SH   SOLE None 187,414 0 0
AdvanSix Inc COM 00773t101 10,921 274,747 SH   SOLE None 274,747 0 0
BM Technologies COM 232CNT014 436 48,999 SH   SOLE None 48,999 0 0
Barrett Business Services COM 068463108 4,540 59,532 SH   SOLE None 59,532 0 0
Bonanza Creek Energy COM 097793400 10,099 210,837 SH   SOLE None 210,837 0 0
CECO Environmental COM 125141101 6,499 923,205 SH   SOLE None 923,205 0 0
Chromadex Corp COM 171077407 1,887 300,934 SH   SOLE None 300,934 0 0
Customers Bancorp COM 23204G100 11,253 261,566 SH   SOLE None 261,566 0 0
DHI Group COM 23331S100 9,591 2,014,930 SH   SOLE None 2,014,930 0 0
Enova International Inc COM 29357K103 8,803 254,803 SH   SOLE None 254,803 0 0
First Western Financial COM 33751L105 5,736 198,814 SH   SOLE None 198,814 0 0
Fluent Inc COM 34380C102 6,683 2,944,008 SH   SOLE None 2,944,008 0 0
Geospace Technologies COM 37364X109 5,746 601,665 SH   SOLE None 601,665 0 0
Green Brick Partners COM 392709101 7,657 373,125 SH   SOLE None 373,125 0 0
Guess Inc COM 401617105 2,447 116,450 SH   SOLE None 116,450 0 0
Hill International COM 431466101 4,802 2,319,591 SH   SOLE None 2,319,591 0 0
Key Tronic Corp COM 493144109 5,434 835,964 SH   SOLE None 835,964 0 0
Medallion Financial COM 583928106 7,127 909,046 SH   SOLE None 909,046 0 0
Motorcar Parts of America COM 620071100 6,386 327,509 SH   SOLE None 327,509 0 0
Myriad Genetics COM 62855J104 4,179 129,411 SH   SOLE None 129,411 0 0
NMI Holdings COM 629209305 6,595 291,674 SH   SOLE None 291,674 0 0
Nature's Sunshine Products COM 639027101 3,053 208,363 SH   SOLE None 208,363 0 0
Newpark Resources Inc COM 651718504 2,427 735,508 SH   SOLE None 735,508 0 0
Psychemedics Corp COM 744375205 505 59,421 SH   SOLE None 59,421 0 0
Regional Management Corp COM 75902K106 10,534 181,063 SH   SOLE None 181,063 0 0
Stabilis Energy Inc COM 85236p101 1,600 228,515 SH   SOLE None 228,515 0 0
TESSCO Technologies COM 872386107 2,348 420,816 SH   SOLE None 420,816 0 0
Texas Capital Bancshares COM 88224Q107 4,089 68,130 SH   SOLE None 68,130 0 0
TriState Capital Hldgs COM 89678f100 7,355 347,749 SH   SOLE None 347,749 0 0
VAALCO Energy Inc COM 91851C201 10,606 3,607,597 SH   SOLE None 3,607,597 0 0
Veritex Holdings Inc COM 923451108 3,992 101,425 SH   SOLE None 101,425 0 0
Vishay Precision Group COM 92835k103 6,948 199,815 SH   SOLE None 199,815 0 0