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 5,889 291,240 SH   SOLE   291,240 0 0
AIR METHODS CORP COM PAR $.06 009128307 7,373 203,566 SH   SOLE   203,566 0 0
ALICO INC COM 016230104 247 8,963 SH   SOLE   8,963 0 0
AMERICAN WOODMARK CORP COM 030506109 5,380 72,121 SH   SOLE   72,121 0 0
ARGAN INC COM 04010E109 752 21,376 SH   SOLE   21,376 0 0
AXCELIS TECHNOLOGIES INC COM 054540109 7,912 2,825,798 SH   SOLE   2,825,798 0 0
BEACON ROOFING SUPPLY INC COM 073685109 6,036 147,172 SH   SOLE   147,172 0 0
BMC STK HLDGS INC COM 05591B109 6,837 411,358 SH   SOLE   411,358 0 0
BROOKDALE SR LIVING INC COM 112463104 13,780 867,739 SH   SOLE   867,739 0 0
CALAVO GROWERS INC COM 128246105 9,974 174,806 SH   SOLE   174,806 0 0
CARDTRONICS INC COM 14161H108 12,448 345,867 SH   SOLE   345,867 0 0
CAVCO INDS INC DEL COM 149568107 4,314 46,157 SH   SOLE   46,157 0 0
CHRISTOPHER & BANKS CORP COM 171046105 557 233,118 SH   SOLE   233,118 0 0
COHERENT INC COM 192479103 9,622 104,696 SH   SOLE   104,696 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 3,586 193,195 SH   SOLE   193,195 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 12,724 526,007 SH   SOLE   526,007 0 0
CUBIC CORP COM 229669106 3,243 81,147 SH   SOLE   81,147 0 0
DICKS SPORTING GOODS INC COM 253393102 5,844 125,000 SH   SOLE   125,000 0 0
DIEBOLD INC COM 253651103 796 27,546 SH   SOLE   27,546 0 0
DREW INDS INC COM NEW 26168L205 13,862 215,042 SH   SOLE   215,042 0 0
DYCOM INDS INC COM 267475101 13,374 206,805 SH   SOLE   206,805 0 0
ELDORADO RESORTS INC COM 28470R102 6,708 586,359 SH   SOLE   586,359 0 0
EURONET WORLDWIDE INC COM 298736109 7,605 102,613 SH   SOLE   102,613 0 0
GENCOR INDS INC COM 368678108 647 44,229 SH   SOLE   44,229 0 0
GEO GROUP INC NEW COM 36162J106 7,994 230,561 SH   SOLE   230,561 0 0
IDEXX LABS INC COM 45168D104 14,236 181,766 SH   SOLE   181,766 0 0
IMAX CORP COM 45245E109 3,669 118,015 SH   SOLE   118,015 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 5,339 308,629 SH   SOLE   308,629 0 0
LIQTECH INTL INC COM 53632A102 93 129,251 SH   SOLE   129,251 0 0
LITHIA MTRS INC CL A 536797103 742 8,497 SH   SOLE   8,497 0 0
MARINEMAX INC COM 567908108 706 36,272 SH   SOLE   36,272 0 0
MASTEC INC COM 576323109 10,623 524,841 SH   SOLE   524,841 0 0
META FINL GROUP INC COM 59100U108 6,246 136,975 SH   SOLE   136,975 0 0
MOBILE MINI INC COM 60740F105 8,258 250,105 SH   SOLE   250,105 0 0
MONARCH CASINO & RESORT INC COM 609027107 3,080 158,283 SH   SOLE   158,283 0 0
NATUS MEDICAL INC DEL COM 639050103 9,547 248,421 SH   SOLE   248,421 0 0
NAUTILUS INC COM 63910B102 3,952 204,579 SH   SOLE   204,579 0 0
NAVIGANT CONSULTING INC COM 63935N107 9,817 620,940 SH   SOLE   620,940 0 0
OCLARO INC COM NEW 67555N206 8,201 1,518,774 SH   SOLE   1,518,774 0 0
OWENS CORNING NEW COM 690742101 2,768 58,541 SH   SOLE   58,541 0 0
PRIMO WTR CORP COM 74165N105 462 45,781 SH   SOLE   45,781 0 0
QORVO INC COM 74736K101 21,069 417,962 SH   SOLE   417,962 0 0
QUANEX BUILDING PRODUCTS COR COM 747619104 1,196 68,919 SH   SOLE   68,919 0 0
RIVERVIEW BANCORP INC COM 769397100 49 11,602 SH   SOLE   11,602 0 0
ROGERS CORP COM 775133101 6,501 108,593 SH   SOLE   108,593 0 0
S&W SEED CO COM 785135104 595 142,385 SH   SOLE   142,385 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 8,369 887,466 SH   SOLE   887,466 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 9,561 131,380 SH   SOLE   131,380 0 0
SHERWIN WILLIAMS CO COM 824348106 8,960 31,474 SH   SOLE   31,474 0 0
SONUS NETWORKS INC COM NEW 835916503 618 82,039 SH   SOLE   82,039 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 19,744 180,674 SH   SOLE   180,674 0 0
STARTEK INC COM 85569C107 148 35,344 SH   SOLE   35,344 0 0
STEELCASE INC CL A 858155203 7,036 471,549 SH   SOLE   471,549 0 0
TILE SHOP HLDGS INC COM 88677Q109 3,839 257,478 SH   SOLE   257,478 0 0
TOPBUILD CORP COM 89055F103 3,036 102,100 SH   SOLE   102,100 0 0
TUTOR PERINI CORP COM 901109108 2,588 166,570 SH   SOLE   166,570 0 0
U S G CORP COM NEW 903293405 4,930 198,730 SH   SOLE   198,730 0 0
ULTRALIFE CORP COM 903899102 202 39,535 SH   SOLE   39,535 0 0
UNIVERSAL STAINLESS & ALLOY COM 913837100 318 31,219 SH   SOLE   31,219 0 0
WATSCO INC COM 942622200 3,035 22,522 SH   SOLE   22,522 0 0
XACTLY CORP COM 98386L101 429 62,555 SH   SOLE   62,555 0 0