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
1ST SOURCE CORP COM 336901103 3,436 76,506 SH   SOLE 0 76,506 0 0
AARON'S INC COM 002535300 11,886 225,962 SH   SOLE 0 225,962 0 0
AES CORP COM 00130H105 2,015 111,455 SH   SOLE 0 111,455 0 0
ALARM.COM HOLDINGS INC COM 011642105 2,005 30,887 SH   SOLE 0 30,887 0 0
ALLEGIANT TRAVEL CO COM 01748X102 11,497 88,802 SH   SOLE 0 88,802 0 0
ALLSTATE CORP COM 020002101 3,669 38,962 SH   SOLE 0 38,962 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,008 78,279 SH   SOLE 0 78,279 0 0
AMC NETWORKS INC-A COM 00164V103 11,097 195,503 SH   SOLE 0 195,503 0 0
AMERICAN EXPRESS CO COM 025816109 4,078 37,314 SH   SOLE 0 37,314 0 0
AMERICA'S CAR-MART INC COM 03062T105 7,439 81,441 SH   SOLE 0 81,441 0 0
AMGEN INC COM 031162100 4,467 23,512 SH   SOLE 0 23,512 0 0
AMKOR TECHNOLOGY INC COM 031652100 13,012 1,523,670 SH   SOLE 0 1,523,670 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 1,044 22,167 SH   SOLE 0 22,167 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 4,529 221,704 SH   SOLE 0 221,704 0 0
ANI PHARMACEUTICALS INC COM 00182C103 9,551 135,399 SH   SOLE 0 135,399 0 0
ANTHEM INC COM 036752103 5,643 19,663 SH   SOLE 0 19,663 0 0
APPLE INC COM 037833100 1,903 10,020 SH   SOLE 0 10,020 0 0
ARCBEST CORP COM 03937C105 13,211 429,073 SH   SOLE 0 429,073 0 0
ARCH COAL INC - A COM 039380407 9,462 103,670 SH   SOLE 0 103,670 0 0
ARLO TECHNOLOGIES INC COM 04206A101 253 61,369 SH   SOLE 0 61,369 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 3,971 216,409 SH   SOLE 0 216,409 0 0
ASPEN TECHNOLOGY INC COM 045327103 10,644 102,088 SH   SOLE 0 102,088 0 0
ASSERTIO THERAPEUTICS INC COM 04545L107 4,195 827,462 SH   SOLE 0 827,462 0 0
ATKORE INTERNATIONAL GROUP I COM 047649108 10,689 496,483 SH   SOLE 0 496,483 0 0
AVIS BUDGET GROUP INC COM 053774105 2,663 76,397 SH   SOLE 0 76,397 0 0
AXOS FINANCIAL INC COM 05465C100 2,992 103,306 SH   SOLE 0 103,306 0 0
BANK OF HAWAII CORP COM 062540109 6,219 78,855 SH   SOLE 0 78,855 0 0
BANK OF MARIN BANCORP/CA COM 063425102 739 18,152 SH   SOLE 0 18,152 0 0
BENCHMARK ELECTRONICS INC COM 08160H101 15,702 598,158 SH   SOLE 0 598,158 0 0
BERKSHIRE HATHAWAY INC-CL B COM 084670702 3,087 15,368 SH   SOLE 0 15,368 0 0
BIOSPECIFICS TECHNOLOGIES COM 090931106 4,361 69,964 SH   SOLE 0 69,964 0 0
BJ'S RESTAURANTS INC COM 09180C106 14,680 310,496 SH   SOLE 0 310,496 0 0
BOEING CO/THE COM 097023105 5,288 13,865 SH   SOLE 0 13,865 0 0
BOISE CASCADE CO COM 09739D100 8,170 305,311 SH   SOLE 0 305,311 0 0
BOSTON PRIVATE FINL HOLDING COM 101119105 865 78,925 SH   SOLE 0 78,925 0 0
BRINKER INTERNATIONAL INC COM 109641100 2,066 46,548 SH   SOLE 0 46,548 0 0
BROOKLINE BANCORP INC COM 11373M107 1,104 76,638 SH   SOLE 0 76,638 0 0
CANTEL MEDICAL CORP COM 138098108 942 14,079 SH   SOLE 0 14,079 0 0
CARDTRONICS INC COM G1991C105 15,632 439,347 SH   SOLE 0 439,347 0 0
CARS.COM INC COM 14575E105 1,585 69,513 SH   SOLE 0 69,513 0 0
CBRE GROUP INC - A COM 12504L109 3,802 76,879 SH   SOLE 0 76,879 0 0
CENTRAL PACIFIC FINANCIAL CO COM 154760409 8,796 304,989 SH   SOLE 0 304,989 0 0
CHEESECAKE FACTORY INC/THE COM 163072101 11,726 239,689 SH   SOLE 0 239,689 0 0
CHEMOCENTRYX INC COM 16383L106 1,133 81,534 SH   SOLE 0 81,534 0 0
CHERRY HILL MORTGAGE INVESTM COM 164651101 409 23,774 SH   SOLE 0 23,774 0 0
CHESAPEAKE LODGING TRUST REIT 0.0 COM 165240102 14,133 508,193 SH   SOLE 0 508,193 0 0
CHIMERA INVESTMENT CORP REIT 0.0 COM 16934Q208 4,254 226,979 SH   SOLE 0 226,979 0 0
CISCO SYSTEMS INC COM 17275R102 5,956 110,308 SH   SOLE 0 110,308 0 0
CITRIX SYSTEMS INC COM 177376100 2,322 23,299 SH   SOLE 0 23,299 0 0
COCA-COLA BOTTLING CO CONSOL COM 191098102 12,825 44,557 SH   SOLE 0 44,557 0 0
COGENT COMMUNICATIONS HOLDIN COM 19239V302 15,951 294,033 SH   SOLE 0 294,033 0 0
COMCAST CORP-CLASS A COM 20030N101 5,599 140,055 SH   SOLE 0 140,055 0 0
COMMERCE BANCSHARES INC COM 200525103 2,529 43,557 SH   SOLE 0 43,557 0 0
COMPUTER PROGRAMS & SYSTEMS COM 205306103 418 14,093 SH   SOLE 0 14,093 0 0
CONOCOPHILLIPS COM 20825C104 4,829 72,356 SH   SOLE 0 72,356 0 0
CONSOL ENERGY INC COM 20854L108 9,907 289,523 SH   SOLE 0 289,523 0 0
CORCEPT THERAPEUTICS INC COM 218352102 3,092 263,396 SH   SOLE 0 263,396 0 0
CORE-MARK HOLDING CO INC COM 218681104 2,106 56,717 SH   SOLE 0 56,717 0 0
CORVEL CORP COM 221006109 4,376 67,080 SH   SOLE 0 67,080 0 0
CRA INTERNATIONAL INC COM 12618T105 3,912 77,407 SH   SOLE 0 77,407 0 0
CUSTOMERS BANCORP INC COM 23204G100 937 51,200 SH   SOLE 0 51,200 0 0
DAKTRONICS INC COM 234264109 441 59,204 SH   SOLE 0 59,204 0 0
DEAN FOODS CO COM 242370203 806 266,105 SH   SOLE 0 266,105 0 0
DELUXE CORP COM 248019101 9,162 209,568 SH   SOLE 0 209,568 0 0
DICK'S SPORTING GOODS INC COM 253393102 1,455 39,530 SH   SOLE 0 39,530 0 0
DILLARDS INC-CL A COM 254067101 746 10,355 SH   SOLE 0 10,355 0 0
DIODES INC COM 254543101 3,161 91,097 SH   SOLE 0 91,097 0 0
DIPLOMAT PHARMACY INC COM 25456K101 4,037 694,908 SH   SOLE 0 694,908 0 0
EAGLE BANCORP INC COM 268948106 12,505 249,103 SH   SOLE 0 249,103 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 6,510 128,945 SH   SOLE 0 128,945 0 0
EASTGROUP PROPERTIES INC COM 277276101 4,273 38,278 SH   SOLE 0 38,278 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 365 14,724 SH   SOLE 0 14,724 0 0
EMCOR GROUP INC COM 29084Q100 4,352 59,547 SH   SOLE 0 59,547 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 18,728 370,713 SH   SOLE 0 370,713 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 20,002 209,403 SH   SOLE 0 209,403 0 0
ENCORE WIRE CORP COM 292562105 7,910 138,244 SH   SOLE 0 138,244 0 0
ENDO INTERNATIONAL PLC COM G30401106 6,753 841,008 SH   SOLE 0 841,008 0 0
ENERSYS COM 29275Y102 1,709 26,231 SH   SOLE 0 26,231 0 0
ENOVA INTERNATIONAL INC COM 29357K103 311 13,620 SH   SOLE 0 13,620 0 0
ENTRAVISION COMMUNICATIONS-A COM 29382R107 301 93,038 SH   SOLE 0 93,038 0 0
EPLUS INC COM 294268107 3,415 38,569 SH   SOLE 0 38,569 0 0
EVERCORE PARTNERS INC-CL A COM 29977A105 10,087 110,850 SH   SOLE 0 110,850 0 0
EVERTEC INC COM 30040P103 11,015 396,095 SH   SOLE 0 396,095 0 0
EXELON CORP COM 30161N101 4,128 82,354 SH   SOLE 0 82,354 0 0
EXTERRAN CORP COM 30227H106 752 44,629 SH   SOLE 0 44,629 0 0
F5 NETWORKS INC COM 315616102 3,056 19,476 SH   SOLE 0 19,476 0 0
FEDERAL AGRIC MTG CORP-CL C COM 313148306 1,964 27,118 SH   SOLE 0 27,118 0 0
FEDNAT HOLDING CO COM 31431B109 849 52,914 SH   SOLE 0 52,914 0 0
FINANCIAL INSTITUTIONS INC COM 317585404 999 36,737 SH   SOLE 0 36,737 0 0
FONAR CORP COM 344437405 206 10,060 SH   SOLE 0 10,060 0 0
FORTINET INC COM 34959E109 2,081 24,786 SH   SOLE 0 24,786 0 0
FOSSIL GROUP INC COM 34988V106 9,352 681,598 SH   SOLE 0 681,598 0 0
FOSTER (LB) CO-A COM 350060109 215 11,439 SH   SOLE 0 11,439 0 0
FRANKLIN FINANCIAL NETWORK COM 35352P104 4,168 143,658 SH   SOLE 0 143,658 0 0
FRANKLIN STREET PROPERTIES C REIT 0.0 COM 35471R106 3,663 509,472 SH   SOLE 0 509,472 0 0
FTI CONSULTING INC COM 302941109 17,691 230,288 SH   SOLE 0 230,288 0 0
FUTUREFUEL CORP COM 36116M106 1,109 82,756 SH   SOLE 0 82,756 0 0
GATX CORP COM 361448103 1,875 24,551 SH   SOLE 0 24,551 0 0
GENESCO INC COM 371532102 1,446 31,746 SH   SOLE 0 31,746 0 0
GENOMIC HEALTH INC COM 37244C101 6,207 88,611 SH   SOLE 0 88,611 0 0
GLACIER BANCORP INC COM 37637Q105 16,219 404,765 SH   SOLE 0 404,765 0 0
GLOBAL BRASS & COPPER HOLDIN COM 37953G103 3,531 102,516 SH   SOLE 0 102,516 0 0
GLOBAL NET LEASE INC COM 379378201 1,419 75,069 SH   SOLE 0 75,069 0 0
GREAT SOUTHERN BANCORP INC COM 390905107 1,932 37,224 SH   SOLE 0 37,224 0 0
GREENHILL & CO INC COM 395259104 7,987 371,318 SH   SOLE 0 371,318 0 0
HACKETT GROUP INC/THE COM 404609109 529 33,495 SH   SOLE 0 33,495 0 0
HAWAIIAN HOLDINGS INC COM 419879101 10,947 417,039 SH   SOLE 0 417,039 0 0
HCA HEALTHCARE INC COM 40412C101 4,635 35,549 SH   SOLE 0 35,549 0 0
HEALTHSTREAM INC COM 42222N103 2,098 74,777 SH   SOLE 0 74,777 0 0
HEIDRICK & STRUGGLES INTL COM 422819102 3,835 100,060 SH   SOLE 0 100,060 0 0
HERITAGE FINANCIAL CORP COM 42722X106 1,169 38,796 SH   SOLE 0 38,796 0 0
HERITAGE INSURANCE HOLDINGS COM 42727J102 493 33,763 SH   SOLE 0 33,763 0 0
HERSHA HOSPITALITY TRUST REIT 0.0 COM 427825500 13,305 776,279 SH   SOLE 0 776,279 0 0
HIBBETT SPORTS INC COM 428567101 6,310 276,647 SH   SOLE 0 276,647 0 0
HOME BANCSHARES INC COM 436893200 1,700 96,740 SH   SOLE 0 96,740 0 0
HOMETRUST BANCSHARES INC COM 437872104 329 13,052 SH   SOLE 0 13,052 0 0
HUDBAY MINERALS INC COM 443628102 7,483 1,048,009 SH   SOLE 0 1,048,009 0 0
HYSTER-YALE MATERIALS COM 449172105 1,020 16,359 SH   SOLE 0 16,359 0 0
IDT CORP-CLASS B COM 448947507 403 60,666 SH   SOLE 0 60,666 0 0
INGLES MARKETS INC-CLASS A COM 457030104 2,619 94,808 SH   SOLE 0 94,808 0 0
INNOVIVA INC COM 45781M101 12,656 902,035 SH   SOLE 0 902,035 0 0
INSIGHT ENTERPRISES INC COM 45765U103 15,788 286,743 SH   SOLE 0 286,743 0 0
INSPERITY INC COM 45778Q107 5,271 42,622 SH   SOLE 0 42,622 0 0
INTEGER HOLDINGS CORP COM 45826H109 1,030 13,657 SH   SOLE 0 13,657 0 0
INTEL CORP COM 458140100 6,210 115,651 SH   SOLE 0 115,651 0 0
INTUIT INC COM 461202103 4,908 18,774 SH   SOLE 0 18,774 0 0
INVESTORS BANCORP INC COM 46146L101 1,845 155,728 SH   SOLE 0 155,728 0 0
J2 GLOBAL INC COM 48123V102 13,185 152,252 SH   SOLE 0 152,252 0 0
K12 INC COM 48273U102 16,251 476,142 SH   SOLE 0 476,142 0 0
KFORCE INC COM 493732101 7,651 217,850 SH   SOLE 0 217,850 0 0
KIMBALL ELECTRONICS INC COM 49428J109 937 60,516 SH   SOLE 0 60,516 0 0
KOHLS CORP COM 500255104 3,742 54,418 SH   SOLE 0 54,418 0 0
KULICKE & SOFFA INDUSTRIES COM 501242101 13,108 592,838 SH   SOLE 0 592,838 0 0
LADENBURG THALMANN FINANCIAL COM 50575Q102 268 94,799 SH   SOLE 0 94,799 0 0
LAKELAND FINANCIAL CORP COM 511656100 800 17,683 SH   SOLE 0 17,683 0 0
LA-Z-BOY INC COM 505336107 10,406 315,426 SH   SOLE 0 315,426 0 0
LEE ENTERPRISES COM 523768109 267 80,922 SH   SOLE 0 80,922 0 0
LEGG MASON INC COM 524901105 6,347 231,895 SH   SOLE 0 231,895 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 4,587 72,186 SH   SOLE 0 72,186 0 0
LYONDELLBASELL INDU-CL A COM N53745100 3,446 40,986 SH   SOLE 0 40,986 0 0
MANPOWERGROUP INC COM 56418H100 3,374 40,806 SH   SOLE 0 40,806 0 0
MARCUS & MILLICHAP INC COM 566324109 13,452 330,268 SH   SOLE 0 330,268 0 0
MARCUS CORPORATION COM 566330106 588 14,694 SH   SOLE 0 14,694 0 0
MASIMO CORPORATION COM 574795100 8,441 61,046 SH   SOLE 0 61,046 0 0
MASTEC INC COM 576323109 636 13,217 SH   SOLE 0 13,217 0 0
MASTERCARD INC-CLASS A COM 57636Q104 6,458 27,429 SH   SOLE 0 27,429 0 0
MCGRATH RENTCORP COM 580589109 7,912 139,857 SH   SOLE 0 139,857 0 0
MEDPACE HOLDINGS INC COM 58506Q109 3,995 67,747 SH   SOLE 0 67,747 0 0
MERCER INTERNATIONAL INC COM 588056101 2,131 157,757 SH   SOLE 0 157,757 0 0
MERCK & CO. INC. COM 58933Y105 5,841 70,232 SH   SOLE 0 70,232 0 0
MERIDIAN BANCORP INC COM 58958U103 2,897 184,611 SH   SOLE 0 184,611 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 3,510 199,302 SH   SOLE 0 199,302 0 0
MERITOR INC COM 59001K100 11,612 570,618 SH   SOLE 0 570,618 0 0
METROPOLITAN BANK HOLDING CO COM 591774104 799 22,980 SH   SOLE 0 22,980 0 0
MICROSOFT CORP COM 594918104 2,917 24,731 SH   SOLE 0 24,731 0 0
MILLER INDUSTRIES INC/TENN COM 600551204 925 29,989 SH   SOLE 0 29,989 0 0
MURPHY USA INC COM 626755102 14,197 165,813 SH   SOLE 0 165,813 0 0
NATIONAL GENERAL HLDGS COM 636220303 4,121 173,655 SH   SOLE 0 173,655 0 0
NAVIENT CORP COM 63938C108 11,273 974,349 SH   SOLE 0 974,349 0 0
NELNET INC-CL A COM 64031N108 1,240 22,521 SH   SOLE 0 22,521 0 0
NETGEAR INC COM 64111Q104 424 12,793 SH   SOLE 0 12,793 0 0
NEXPOINT RESIDENTIAL REIT 0.0 COM 65341D102 1,526 39,799 SH   SOLE 0 39,799 0 0
NEXTGEN HEALTHCARE INC COM 65343C102 8,490 504,480 SH   SOLE 0 504,480 0 0
NIC INC COM 62914B100 11,706 684,938 SH   SOLE 0 684,938 0 0
NORTH AMERICAN CONSTRUCTION COM 656811106 1,094 94,013 SH   SOLE 0 94,013 0 0
OFG BANCORP COM 67103X102 3,219 162,662 SH   SOLE 0 162,662 0 0
OLYMPIC STEEL INC COM 68162K106 805 50,708 SH   SOLE 0 50,708 0 0
ON DECK CAPITAL INC COM 682163100 1,379 254,419 SH   SOLE 0 254,419 0 0
ONE LIBERTY PROPERTIES INC REIT 0.0 COM 682406103 1,495 51,536 SH   SOLE 0 51,536 0 0
ONEMAIN HOLDINGS INC COM 68268W103 12,800 403,140 SH   SOLE 0 403,140 0 0
ONESPAN INC COM 68287N100 932 48,480 SH   SOLE 0 48,480 0 0
OPPENHEIMER HOLDINGS-CL A COM 683797104 331 12,723 SH   SOLE 0 12,723 0 0
OPUS BANK COM 684000102 5,040 254,552 SH   SOLE 0 254,552 0 0
PATRICK INDUSTRIES INC COM 703343103 10,630 234,553 SH   SOLE 0 234,553 0 0
PATTERSON-UTI ENERGY INC COM 703481101 821 58,589 SH   SOLE 0 58,589 0 0
PC CONNECTION INC COM 69318J100 4,783 130,431 SH   SOLE 0 130,431 0 0
PCM INC COM 69323K100 7,357 200,855 SH   SOLE 0 200,855 0 0
PEOPLE'S UTAH BANCORP COM 712706209 730 27,686 SH   SOLE 0 27,686 0 0
PFIZER INC COM 717081103 2,245 52,871 SH   SOLE 0 52,871 0 0
PHOTRONICS INC COM 719405102 4,582 484,914 SH   SOLE 0 484,914 0 0
PIEDMONT OFFICE REALTY TRU-A REIT 0.0 COM 720190206 12,099 580,272 SH   SOLE 0 580,272 0 0
PIPER JAFFRAY COS COM 724078100 10,208 140,157 SH   SOLE 0 140,157 0 0
PNM RESOURCES INC COM 69349H107 5,833 123,217 SH   SOLE 0 123,217 0 0
POWELL INDUSTRIES INC COM 739128106 729 27,455 SH   SOLE 0 27,455 0 0
PREFERRED BANK/LOS ANGELES COM 740367404 777 17,268 SH   SOLE 0 17,268 0 0
PROPETRO HOLDING CORP COM 74347M108 1,676 74,346 SH   SOLE 0 74,346 0 0
PROVIDENCE SERVICE CORP COM 743815102 8,252 123,860 SH   SOLE 0 123,860 0 0
QUAD GRAPHICS INC COM 747301109 4,878 409,915 SH   SOLE 0 409,915 0 0
RADIAN GROUP INC COM 750236101 1,637 78,939 SH   SOLE 0 78,939 0 0
RADNET INC COM 750491102 832 67,185 SH   SOLE 0 67,185 0 0
RANGE RESOURCES CORP COM 75281A109 12,644 1,124,934 SH   SOLE 0 1,124,934 0 0
READY CAPITAL CORP COM 75574U101 263 17,941 SH   SOLE 0 17,941 0 0
REGENXBIO INC COM 75901B107 7,647 133,424 SH   SOLE 0 133,424 0 0
REGIONAL MANAGEMENT CORP COM 75902K106 2,233 91,432 SH   SOLE 0 91,432 0 0
RENEWABLE ENERGY GROUP INC COM 75972A301 5,371 244,561 SH   SOLE 0 244,561 0 0
REPLIGEN CORP COM 759916109 1,190 20,146 SH   SOLE 0 20,146 0 0
REPUBLIC BANCORP INC-CLASS A COM 760281204 856 19,144 SH   SOLE 0 19,144 0 0
REPUBLIC SERVICES INC COM 760759100 3,938 48,997 SH   SOLE 0 48,997 0 0
RETAIL VALUE INC COM 76133Q102 318 10,211 SH   SOLE 0 10,211 0 0
REX AMERICAN RESOURCES CORP COM 761624105 4,109 50,974 SH   SOLE 0 50,974 0 0
RUBICON PROJECT INC/THE COM 78112V102 901 148,214 SH   SOLE 0 148,214 0 0
S&P GLOBAL INC COM 78409V104 4,054 19,254 SH   SOLE 0 19,254 0 0
SANDERSON FARMS INC COM 800013104 1,391 10,552 SH   SOLE 0 10,552 0 0
SANDRIDGE ENERGY INC COM 80007P869 552 68,779 SH   SOLE 0 68,779 0 0
SANMINA-SCI CORP COM 801056102 17,220 596,869 SH   SOLE 0 596,869 0 0
SCHNITZER STEEL INDS INC-A COM 806882106 12,302 512,601 SH   SOLE 0 512,601 0 0
SCHOLASTIC CORP COM 807066105 1,096 27,554 SH   SOLE 0 27,554 0 0
SCIENCE APPLICATIONS INTE COM 808625107 11,770 152,962 SH   SOLE 0 152,962 0 0
SELECTIVE INSURANCE GROUP COM 816300107 11,288 178,389 SH   SOLE 0 178,389 0 0
SHOE CARNIVAL INC COM 824889109 10,121 297,412 SH   SOLE 0 297,412 0 0
SINCLAIR BROADCAST GROUP -A COM 829226109 1,169 30,373 SH   SOLE 0 30,373 0 0
SM ENERGY CO COM 78454L100 339 19,360 SH   SOLE 0 19,360 0 0
SONIC AUTOMOTIVE INC-CLASS A COM 83545G102 2,745 185,330 SH   SOLE 0 185,330 0 0
SOTHEBY'S COM 835898107 11,085 293,651 SH   SOLE 0 293,651 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 8,593 104,464 SH   SOLE 0 104,464 0 0
SOUTHWESTERN ENERGY CO COM 845467109 8,232 1,755,240 SH   SOLE 0 1,755,240 0 0
STARBUCKS CORP COM 855244109 4,667 62,779 SH   SOLE 0 62,779 0 0
STEELCASE INC-CL A COM 858155203 10,495 721,333 SH   SOLE 0 721,333 0 0
STEPAN CO COM 858586100 12,185 139,223 SH   SOLE 0 139,223 0 0
STEVEN MADDEN LTD COM 556269108 13,698 404,784 SH   SOLE 0 404,784 0 0
SUMMIT HOTEL PROPERTIES INC COM 866082100 890 77,993 SH   SOLE 0 77,993 0 0
SYKES ENTERPRISES INC COM 871237103 5,739 202,933 SH   SOLE 0 202,933 0 0
SYNCHRONY FINANCIAL COM 87165B103 4,271 133,892 SH   SOLE 0 133,892 0 0
SYSCO CORP COM 871829107 3,672 55,000 SH   SOLE 0 55,000 0 0
TCF FINANCIAL CORP COM 872275102 942 45,509 SH   SOLE 0 45,509 0 0
TECH DATA CORP COM 878237106 2,117 20,669 SH   SOLE 0 20,669 0 0
TELEPHONE AND DATA SYSTEMS COM 879433829 2,889 94,000 SH   SOLE 0 94,000 0 0
TEREX CORP COM 880779103 2,364 73,574 SH   SOLE 0 73,574 0 0
TJX COMPANIES INC COM 872540109 4,463 83,882 SH   SOLE 0 83,882 0 0
TRAVELERS COS INC/THE COM 89417E109 4,423 32,247 SH   SOLE 0 32,247 0 0
TREDEGAR CORP COM 894650100 2,719 168,441 SH   SOLE 0 168,441 0 0
TREX COMPANY INC COM 89531P105 2,586 42,030 SH   SOLE 0 42,030 0 0
TRIBUNE PUBLISHING CO COM 89609W107 791 67,079 SH   SOLE 0 67,079 0 0
TRINET GROUP INC COM 896288107 7,700 128,892 SH   SOLE 0 128,892 0 0
TRUEBLUE INC COM 89785X101 10,087 426,699 SH   SOLE 0 426,699 0 0
UNITED CONTINENTAL HOLDINGS COM 910047109 3,750 47,003 SH   SOLE 0 47,003 0 0
UNITED RENTALS INC COM 911363109 3,118 27,287 SH   SOLE 0 27,287 0 0
UNITIL CORP COM 913259107 1,100 20,311 SH   SOLE 0 20,311 0 0
UNIVERSAL CORP/VA COM 913456109 966 16,756 SH   SOLE 0 16,756 0 0
UNIVERSAL FOREST PRODUCTS COM 913543104 606 20,285 SH   SOLE 0 20,285 0 0
UNIVERSAL INSURANCE HOLDINGS COM 91359V107 6,067 195,715 SH   SOLE 0 195,715 0 0
URBAN OUTFITTERS INC COM 917047102 11,133 375,615 SH   SOLE 0 375,615 0 0
URSTADT BIDDLE - CLASS A REIT 0.0 COM 917286205 562 27,248 SH   SOLE 0 27,248 0 0
USANA HEALTH SCIENCES INC COM 90328M107 11,655 138,968 SH   SOLE 0 138,968 0 0
VALERO ENERGY CORP COM 91913Y100 3,325 39,200 SH   SOLE 0 39,200 0 0
VERA BRADLEY INC COM 92335C106 5,621 424,191 SH   SOLE 0 424,191 0 0
VERISIGN INC COM 92343E102 5,347 29,452 SH   SOLE 0 29,452 0 0
VERITIV CORP COM 923454102 2,611 99,201 SH   SOLE 0 99,201 0 0
VERSO CORP - A COM 92531L207 1,939 90,514 SH   SOLE 0 90,514 0 0
VILLAGE SUPER MARKET-CLASS A COM 927107409 1,214 44,428 SH   SOLE 0 44,428 0 0
WABASH NATIONAL CORP COM 929566107 12,060 890,048 SH   SOLE 0 890,048 0 0
WADDELL & REED FINANCIAL-A COM 930059100 11,298 653,453 SH   SOLE 0 653,453 0 0
WALMART INC COM 931142103 4,963 50,885 SH   SOLE 0 50,885 0 0
WARRIOR MET COAL INC COM 93627C101 2,169 71,362 SH   SOLE 0 71,362 0 0
WATERSTONE FINANCIAL INC COM 94188P101 370 22,492 SH   SOLE 0 22,492 0 0
WHITING PETROLEUM CORP COM 966387409 859 32,847 SH   SOLE 0 32,847 0 0
WORLD ACCEPTANCE CORP COM 981419104 11,167 95,336 SH   SOLE 0 95,336 0 0
WORLD FUEL SERVICES CORP COM 981475106 370 12,818 SH   SOLE 0 12,818 0 0
WORTHINGTON INDUSTRIES COM 981811102 11,196 299,995 SH   SOLE 0 299,995 0 0
XENIA HOTELS & RESORTS INC REIT 0.0 COM 984017103 13,498 616,079 SH   SOLE 1 616,079 0 0
ZIX CORP COM 98974P100 2,960 430,200 SH   SOLE 2 430,200 0 0
ZUMIEZ INC COM 989817101 12,754 512,427 SH   SOLE 3 512,427 0 0