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
ALLEGHENY TECHOLOGIES INC COM 01741R102 5,340 211,921 SH   SOLE   211,921 0 0
ALPHABET INC CAP STK CL C 02079K107 721 667 SH   SOLE   667 0 0
APACHE CORP COM 037411105 530 18,300 SH   SOLE   18,300 0 0
AVANOS MED INC COM 05350V106 5,401 123,838 SH   SOLE   123,838 0 0
BEACON ROOFING SUPPLY INC COM 073685109 4,757 129,550 SH   SOLE   129,550 0 0
BOSTON BEER INC CL A 100557107 6,766 17,911 SH   SOLE   17,911 0 0
BOX INC CL A 10316T104 1,650 93,700 SH   SOLE   93,700 0 0
BRUNSWICK CORP COM 117043109 8,418 183,429 SH   SOLE   183,429 0 0
CVS HEALTH CORP COM 126650100 369 6,780 SH   SOLE   6,780 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 5,290 123,225 SH   SOLE   123,225 0 0
CARLISLE COS INC COM 142339100 4,992 35,550 SH   SOLE   35,550 0 0
CATALENT INC COM 148806102 5,521 101,850 SH   SOLE   101,850 0 0
CENTERSTATE BK CORP COM 15201P109 537 23,300 SH   SOLE   23,300 0 0
CHEMICAL FINL CORP COM 163731102 9,786 238,037 SH   SOLE   238,037 0 0
CHUYS HLDGS INC COM 171604101 5,660 246,933 SH   SOLE   246,933 0 0
CIENA CORP COM NEW 171779309 4,666 113,450 SH   SOLE   113,450 0 0
COMMVAULT SYSTEMS INC COM 204166102 10,994 221,554 SH   SOLE   221,554 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 2,786 185,484 SH   SOLE   185,484 0 0
CRANE CO COM 224399105 5,701 68,325 SH   SOLE   68,325 0 0
EDGEWELL PERS CARE CO COM 28035Q102 3,404 126,325 SH   SOLE   126,325 0 0
ENCOMPASS HEALTH CORP COM 29261A100 9,636 152,082 SH   SOLE   152,082 0 0
ENTEGRIS INC COM 29362U104 4,961 132,925 SH   SOLE   132,925 0 0
FLIR SYS INC COM 302445101 6,063 112,075 SH   SOLE   112,075 0 0
FERRO CORP COM 315405100 5,581 353,255 SH   SOLE   353,255 0 0
FIREEYE INC COM 31816Q101 9,520 642,800 SH   SOLE   642,800 0 0
FRESHPET INC COM 358039105 3,664 80,500 SH   SOLE   80,500 0 0
GARDNER DENVER HLDGS INC COM 36555P107 1,607 46,450 SH   SOLE   46,450 0 0
GENERAC HLDGS INC COM 368736104 764 11,000 SH   SOLE   11,000 0 0
GLOBUS MED INC CL A 379577208 6,230 147,275 SH   SOLE   147,275 0 0
HAIN CELESTIAL GROUP INC COM 405217100 5,372 245,300 SH   SOLE   245,300 0 0
HALLIBURTON CO COM 406216101 318 14,000 SH   SOLE   14,000 0 0
HIBBETT SPORTS INC COM 428567101 3,866 212,432 SH   SOLE   212,432 0 0
KENNAMETAL INC COM 489170100 6,427 173,757 SH   SOLE   173,757 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,428 38,175 SH   SOLE   38,175 0 0
KORNIT DIGITAL LTD SHS M6372Q113 5,390 170,250 SH   SOLE   170,250 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 4,308 105,828 SH   SOLE   105,828 0 0
LIVERAMP HLDGS INC COM 53815P108 7,400 152,641 SH   SOLE   152,641 0 0
MGIC INVT CORP WIS COM 552848103 15,414 1,173,050 SH   SOLE   1,173,050 0 0
MARTIN MARIETTA MATLS INC COM 573284106 679 2,950 SH   SOLE   2,950 0 0
MARVELL TECHOLOGY GROUP LTD ORD G5876H105 5,252 220,025 SH   SOLE   220,025 0 0
MASCO CORP COM 574599106 8,166 208,113 SH   SOLE   208,113 0 0
NATERA INC COM 632307104 4,613 167,242 SH   SOLE   167,242 0 0
NATIONAL CINEMEDIA INC COM 635309107 3,890 593,034 SH   SOLE   593,034 0 0
NATIONAL INSTRS CORP COM 636518102 1,997 47,550 SH   SOLE   47,550 0 0
NEVRO CORP COM 64157F103 2,065 31,850 SH   SOLE   31,850 0 0
NORDSTROM INC COM 655664100 4,574 143,575 SH   SOLE   143,575 0 0
OLIN CORP COM PAR $1 680665205 5,551 253,361 SH   SOLE   253,361 0 0
PRA GROUP INC COM 69354N106 6,456 229,425 SH   SOLE   229,425 0 0
PRA HEALTH SCIENCES INC COM 69354M108 5,305 53,500 SH   SOLE   53,500 0 0
PTC INC COM 69370C100 4,101 45,694 SH   SOLE   45,694 0 0
PACWEST BANCORP DEL COM 695263103 1,775 45,700 SH   SOLE   45,700 0 0
RENASANT CORP COM 75970E107 1,998 55,600 SH   SOLE   55,600 0 0
REXNORD CORP NEW COM 76169B102 9,821 324,981 SH   SOLE   324,981 0 0
STERICYCLE INC COM 858912108 794 16,625 SH   SOLE   16,625 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 2,211 22,447 SH   SOLE   22,447 0 0
TIVITY HEALTH INC COM 88870R102 837 50,925 SH   SOLE   50,925 0 0
TRIPADVISOR INC COM 896945201 6,599 142,550 SH   SOLE   142,550 0 0
TWIN DISC INC COM 901476101 3,249 215,175 SH   SOLE   215,175 0 0
VERITEX HLDGS INC COM 923451108 5,080 195,748 SH   SOLE   195,748 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 5,456 170,925 SH   SOLE   170,925 0 0
VULCAN MATLS CO COM 929160109 3,335 24,286 SH   SOLE   24,286 0 0
WELBILT INC COM 949090104 5,892 352,794 SH   SOLE   352,794 0 0
WESTERN ALLIANCE BANCORP COM 957638109 8,562 191,450 SH   SOLE   191,450 0 0
WHITING PETE CORP NEW COM NEW 966387409 1,596 85,446 SH   SOLE   85,446 0 0
WILLSCOT CORP COM 971375126 10,703 711,625 SH   SOLE   711,625 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 3,540 16,900 SH   SOLE   16,900 0 0
ZIONS BANCORPORATION COM 989701107 3,112 67,675 SH   SOLE   67,675 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 659 2,250 SH   SOLE   2,250 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 2,016 204,700 SH   SOLE   204,700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 793 5,100 SH   SOLE   5,100 0 0