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
AMN HEALTHCARE SERVICES INC COM 001744101 6,031 106,275 SH   SOLE   106,275 0 0
ACXIOM CORP COM 005125109 5,791 255,016 SH   SOLE   255,016 0 0
ALLEGHENY TECHOLOGIES INC COM 01741R102 11,135 470,225 SH   SOLE   470,225 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 500 2,350 SH   SOLE   2,350 0 0
ASTEC INDS INC COM 046224101 4,826 87,462 SH   SOLE   87,462 0 0
B & G FOODS INC NEW COM 05508R106 5,688 240,000 SH   SOLE   240,000 0 0
BMC STK HLDGS INC COM 05591B109 11,720 599,486 SH   SOLE   599,486 0 0
BAKER HUGHES A GE CO CL A 05722G100 233 8,400 SH   SOLE   8,400 0 0
BANK AMER CORP COM 060505104 948 31,625 SH   SOLE   31,625 0 0
BANK OF THE OZARKS COM 063904106 8,925 184,891 SH   SOLE   184,891 0 0
BOSTON BEER INC CL A 100557107 11,537 61,025 SH   SOLE   61,025 0 0
BRUNSWICK CORP COM 117043109 10,241 172,435 SH   SOLE   172,435 0 0
CARLISLE COS INC COM 142339100 9,963 95,425 SH   SOLE   95,425 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,131 17,250 SH   SOLE   17,250 0 0
CARRIZO OIL & GAS INC COM 144577103 274 17,100 SH   SOLE   17,100 0 0
CHEMICAL FINL CORP COM 163731102 11,293 206,537 SH   SOLE   206,537 0 0
CHUYS HLDGS INC COM 171604101 12,689 484,332 SH   SOLE   484,332 0 0
CIENA CORP COM NEW 171779309 15,105 583,200 SH   SOLE   583,200 0 0
CITIGROUP INC COM NEW 172967424 992 14,700 SH   SOLE   14,700 0 0
COBIZ FINANCIAL INC COM 190897108 16,484 841,018 SH   SOLE   841,018 0 0
COMMVAULT SYSTEMS INC COM 204166102 12,021 210,154 SH   SOLE   210,154 0 0
CRANE CO COM 224399105 6,371 68,700 SH   SOLE   68,700 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 5,799 113,670 SH   SOLE   113,670 0 0
DEVON ENERGY CORP NEW COM 25179M103 917 28,850 SH   SOLE   28,850 0 0
DIPLOMAT PHARMACY INC COM 25456K101 5,925 294,050 SH   SOLE   294,050 0 0
ENCOMPASS HEALTH CORP COM 29261A100 7,074 123,732 SH   SOLE   123,732 0 0
ENVISION HEALTHCARE CORP COM 29414D100 6,527 169,850 SH   SOLE   169,850 0 0
FERRO CORP COM 315405100 11,881 511,653 SH   SOLE   511,653 0 0
FIREEYE INC COM 31816Q101 8,085 477,575 SH   SOLE   477,575 0 0
FIRST HORIZON NATL CORP COM 320517105 3,115 165,450 SH   SOLE   165,450 0 0
FRESHPET INC COM 358039105 8,415 511,525 SH   SOLE   511,525 0 0
GARDNER DENVER HLDGS INC COM 36555P107 7,056 230,000 SH   SOLE   230,000 0 0
GENERAC HLDGS INC COM 368736104 6,388 139,151 SH   SOLE   139,151 0 0
GUARANTY BANCORP DEL COM NEW 40075T607 8,526 300,742 SH   SOLE   300,742 0 0
HALLIBURTON CO COM 406216101 678 14,450 SH   SOLE   14,450 0 0
HELMERICH & PAYNE INC COM 423452101 3,804 57,150 SH   SOLE   57,150 0 0
HIBBETT SPORTS INC COM 428567101 6,035 251,976 SH   SOLE   251,976 0 0
IBERIABANK CORP COM 450828108 6,172 79,125 SH   SOLE   79,125 0 0
IMPERVA INC COM 45321L100 11,108 256,525 SH   SOLE   256,525 0 0
K2M GROUP HLDGS INC COM 48273J107 9,568 504,915 SH   SOLE   504,915 0 0
KLX INC COM 482539103 5,965 83,950 SH   SOLE   83,950 0 0
KEANE GROUP INC COM 48669A108 2,972 200,800 SH   SOLE   200,800 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,737 109,500 SH   SOLE   109,500 0 0
KINDER MORGAN INC DEL COM 49456B101 174 11,525 SH   SOLE   11,525 0 0
KORNIT DIGITAL LTD SHS M6372Q113 5,055 391,825 SH   SOLE   391,825 0 0
KRATON CORPORATION COM 50077C106 11,480 240,620 SH   SOLE   240,620 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 15,841 369,955 SH   SOLE   369,955 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 186 25,900 SH   SOLE   25,900 0 0
MGIC INVT CORP WIS COM 552848103 26,029 2,002,200 SH   SOLE   2,002,200 0 0
MRC GLOBAL INC COM 55345K103 3,641 221,500 SH   SOLE   221,500 0 0
MARVELL TECHOLOGY GROUP LTD ORD G5876H105 7,911 376,725 SH   SOLE   376,725 0 0
MASCO CORP COM 574599106 8,126 200,938 SH   SOLE   200,938 0 0
MEDNAX INC COM 58502B106 4,863 87,425 SH   SOLE   87,425 0 0
METLIFE INC COM 59156R108 454 9,900 SH   SOLE   9,900 0 0
MOBILE MINI INC COM 60740F105 5,326 122,439 SH   SOLE   122,439 0 0
NATERA INC COM 632307104 5,091 549,177 SH   SOLE   549,177 0 0
NATIONAL CINEMEDIA INC COM 635309107 6,138 1,182,731 SH   SOLE   1,182,731 0 0
NORDSTROM INC COM 655664100 6,799 140,450 SH   SOLE   140,450 0 0
NUTRIEN LTD COM 67077M108 1,652 34,945 SH   SOLE   34,945 0 0
OASIS PETE INC NEW COM 674215108 5,837 720,625 SH   SOLE   720,625 0 0
OLIN CORP COM PAR $1 680665205 6,127 201,600 SH   SOLE   201,600 0 0
PRA GROUP INC COM 69354N106 9,474 249,325 SH   SOLE   249,325 0 0
PROS HOLDINGS INC COM 74346Y103 5,153 156,100 SH   SOLE   156,100 0 0
PTC INC COM 69370C100 8,290 106,269 SH   SOLE   106,269 0 0
PALO ALTO NETWORKS INC COM 697435105 272 1,500 SH   SOLE   1,500 0 0
PANDORA MEDIA INC COM 698354107 689 136,900 SH   SOLE   136,900 0 0
PARSLEY ENERGY INC CL A 701877102 4,883 168,425 SH   SOLE   168,425 0 0
RANGE RES CORP COM 75281A109 5,803 399,125 SH   SOLE   399,125 0 0
REALOGY HLDGS CORP COM 75605Y106 6,017 220,550 SH   SOLE   220,550 0 0
REXNORD CORP NEW COM 76169B102 14,724 496,100 SH   SOLE   496,100 0 0
SEALED AIR CORP NEW COM 81211K100 9,130 213,375 SH   SOLE   213,375 0 0
SELECT MED HLDGS CORP COM 81619Q105 9,144 530,080 SH   SOLE   530,080 0 0
SENSATA TECHNOLOGIES HLDG NV SHS G8060N102 5,279 101,850 SH   SOLE   101,850 0 0
STERICYCLE INC COM 858912108 3,196 54,600 SH   SOLE   54,600 0 0
SUMMIT MATLS INC CL A 86614U100 13,354 441,005 SH   SOLE   441,005 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 3,519 417,450 SH   SOLE   417,450 0 0
TABLEAU SOFTWARE INC CL A 87336U105 8,379 103,675 SH   SOLE   103,675 0 0
US BANCORP DEL COM NEW 902973304 848 16,800 SH   SOLE   16,800 0 0
U S CONCRETE INC COM NEW 90333L201 3,188 52,775 SH   SOLE   52,775 0 0
U S SILICA HLDGS INC COM 90346E103 4,690 183,786 SH   SOLE   183,786 0 0
UNIT CORP COM 909218109 2,866 145,020 SH   SOLE   145,020 0 0
VAREX IMAGING CORP COM 92214X106 3,444 96,250 SH   SOLE   96,250 0 0
VULCAN MATLS CO COM 929160109 11,454 100,325 SH   SOLE   100,325 0 0
WPX ENERGY INC COM 98212B103 6,965 471,275 SH   SOLE   471,275 0 0
WELBILT INC COM 949090104 6,648 341,802 SH   SOLE   341,802 0 0
WESTERN ALLIANCE BANCORP COM 957638109 18,361 315,975 SH   SOLE   315,975 0 0
WESTLAKE CHEM CORP COM 960413102 5,282 47,525 SH   SOLE   47,525 0 0
WHITING PETE CORP NEW COM NEW 966387409 6,857 202,619 SH   SOLE   202,619 0 0
ZIONS BANCORPORATION COM 989701107 15,520 294,325 SH   SOLE   294,325 0 0