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
ABM Industries, Inc. com 000957100 391 8,500 SH   SOLE   8,500 0 0
ACM Research, Inc. Class A com 00108J109 1,324 64,000 SH   SOLE   64,000 0 0
AFYA Ltd. com G01125106 180 12,500 SH   SOLE   12,500 0 0
AMN Healthcare Svcs com 001744101 365 3,500 SH   SOLE   3,500 0 0
AMR Corp Escrow com 001ESC102 0 18,000 SH   SOLE   18,000 0 0
Acadia Healthcare Co., Inc. com 00404A109 5,019 76,595 SH   SOLE   56,950 0 19,645
Adtran, Inc. com 00738A106 1,096 59,400 SH   SOLE   59,400 0 0
Aehr Test Systems com 00760J108 1,811 178,200 SH   SOLE   178,200 0 0
Allied Motion Technologies com 019330109 1,167 39,100 SH   SOLE   39,100 0 0
Alpha & Omega Semiconductor com G6331P104 4,044 74,000 SH   SOLE   74,000 0 0
Alphabet, Inc. Cl C com 02079k107 223 80 SH   SOLE   0 0 80
Alphatec Hldgs Inc. com 02081G201 5,130 446,060 SH   SOLE   399,050 0 47,010
Amazon.com com 023135106 326 100 SH   SOLE   0 0 100
Ameresco, Inc. com 02361E108 3,618 45,508 SH   SOLE   45,508 0 0
American Power Corp com 02906T107 0 10,000 SH   SOLE   0 0 10,000
Amgen, Inc. com 031162100 333 1,379 SH   SOLE   0 0 1,379
Amphastar Pharmaceuticals, Inc com 03209R103 485 13,500 SH   SOLE   13,500 0 0
Amtech Systems, Inc. com 032332504 1,114 110,700 SH   SOLE   110,700 0 0
Angiodynamics, Inc. com 03475v101 5,175 240,270 SH   SOLE   202,300 0 37,970
Antares Pharma, Inc. com 036642106 1,411 344,200 SH   SOLE   344,200 0 0
Apple, Inc. com 037833100 1,042 5,967 SH   SOLE   240 0 5,727
Applied Industrial com 03820c105 308 3,000 SH   SOLE   3,000 0 0
Arco Platform Ltd. Com Cl A com G04553106 264 12,500 SH   SOLE   12,500 0 0
Arlo Technologies, Inc. com 04206A101 970 109,500 SH   SOLE   109,500 0 0
Avatar Ventures com 05350B100 0 10,000 SH   SOLE   0 0 10,000
Aviat Networks, Inc. com 05366Y201 2,253 73,207 SH   SOLE   73,207 0 0
Avid Technology, Inc. com 05367P100 1,461 41,900 SH   SOLE   41,900 0 0
Avient Corporation com 05368V106 240 5,000 SH   SOLE   5,000 0 0
Axcelis Technologies com 054540208 14,486 191,790 SH   SOLE   160,370 0 31,420
BHP Billiton Ltd. ADR com 088606108 210 2,718 SH   SOLE   140 0 2,578
BJs Wholesale Club Holdings, I com 05550J101 1,543 22,820 SH   SOLE   7,410 0 15,410
BRP Group, Inc. com 05589G102 252 9,400 SH   SOLE   9,400 0 0
Bel Fuse, Inc. com 077347300 1,479 82,900 SH   SOLE   82,900 0 0
Belden, Inc. com 077454106 2,661 48,026 SH   SOLE   29,771 0 18,255
Boot Barn Hldgs, Inc. com 099406100 4,747 50,080 SH   SOLE   50,080 0 0
Builders Firstsource com 12008R107 1,417 21,960 SH   SOLE   2,140 0 19,820
CTS Corp. com 126501105 1,753 49,600 SH   SOLE   49,600 0 0
Cabot Corp. com 127055101 486 7,100 SH   SOLE   7,100 0 0
Cadence Design System, Inc. com 127387108 4,128 25,100 SH   SOLE   25,100 0 0
Camtek, Ltd. com M20791105 1,766 57,980 SH   SOLE   57,980 0 0
CarGurus, Inc. com 141788109 856 20,150 SH   SOLE   16,200 0 3,950
Cerus Corp. com 157085101 1,096 199,600 SH   SOLE   199,600 0 0
Ceva Inc. com 157210105 1,488 36,600 SH   SOLE   36,600 0 0
ChannelAdvisor Corporation com 159179100 2,953 178,240 SH   SOLE   98,480 0 79,760
Clean Harbors, Inc. com 184496107 547 4,900 SH   SOLE   4,900 0 0
Clearfield, Inc. com 18482P103 3,163 48,500 SH   SOLE   48,500 0 0
Constellium NV Cl A com F21107101 99,848 5,547,097 SH   SOLE   4,114,839 0 1,432,258
Controladora Vuela Comp de Avi com 21240E105 255 14,000 SH   SOLE   14,000 0 0
Crocs, Inc. com 227046109 7,469 97,760 SH   SOLE   77,880 0 19,880
Cross Country Healthcare, Inc. com 227483104 2,537 117,056 SH   SOLE   117,056 0 0
Cyberoptics Corp. com 232517102 1,765 43,500 SH   SOLE   43,500 0 0
DZS, Inc. com 268211109 1,662 119,800 SH   SOLE   119,800 0 0
Dada Nexus Limited com 23344D108 3,277 358,955 SH   SOLE   358,955 0 0
Datadog, Inc. Class A com 23804L103 5,635 37,200 SH   SOLE   37,200 0 0
Deckers Outdoor Corp. com 243537107 6,921 25,280 SH   SOLE   19,560 0 5,720
Despegar Com Corp. com G27358103 142 11,600 SH   SOLE   11,600 0 0
Diodes, Inc. com 254543101 426 4,900 SH   SOLE   4,900 0 0
Dynavax Technologies Corp. com 268158201 1,143 105,400 SH   SOLE   105,400 0 0
Earthstone Energy Inc. com 27032D304 1,076 85,200 SH   SOLE   85,200 0 0
Employers Holdings, Inc. com 292218104 1,128 27,500 SH   SOLE   27,500 0 0
EnPro Industries, Inc. com 29355x107 1,847 18,900 SH   SOLE   18,900 0 0
Endava Plc Ads com 29260V105 55,179 414,787 SH   SOLE   310,638 0 104,149
Entravision Communications com 29382r107 1,731 270,100 SH   SOLE   270,100 0 0
Everi Hldgs, Inc. com 30034T103 2,390 113,800 SH   SOLE   113,800 0 0
Evolent Health, Inc. com 30050B101 552 17,100 SH   SOLE   17,100 0 0
Extreme Networks, Inc. com 30226D106 2,010 164,600 SH   SOLE   164,600 0 0
First Foundation Inc. com 32026V104 855 35,200 SH   SOLE   35,200 0 0
Focus Finl Partners, Inc. com 34417P100 306 6,700 SH   SOLE   6,700 0 0
Forrester Research, Inc. com 346563109 3,041 53,900 SH   SOLE   53,900 0 0
Franklin Covey Co. com 353469109 1,872 41,400 SH   SOLE   41,400 0 0
Franklin Electric com 353514102 424 5,100 SH   SOLE   5,100 0 0
Full House Resorts, Inc. com 359678109 1,831 190,543 SH   SOLE   190,543 0 0
Funko, Inc. com 361008105 1,973 114,400 SH   SOLE   114,400 0 0
Guess, Inc com 401617105 4,163 190,531 SH   SOLE   146,900 0 43,631
Hackett Group, Inc. com 404609109 1,965 85,200 SH   SOLE   85,200 0 0
Halozyme Therapeutics, Inc. com 40637H109 4,285 107,450 SH   SOLE   85,660 0 21,790
ICF International, Inc. com 44925C103 2,184 23,200 SH   SOLE   23,200 0 0
Impinj, Inc. com 453204109 1,569 24,700 SH   SOLE   24,700 0 0
Information Svcs Group, Inc. com 45675Y104 1,676 246,100 SH   SOLE   246,100 0 0
Inmode Ltd. com M5425M103 1,932 52,350 SH   SOLE   40,660 0 11,690
Inotiv, Inc. com 45783Q100 1,805 68,944 SH   SOLE   68,944 0 0
Intel Corporation com 458140100 242 4,880 SH   SOLE   0 0 4,880
Inter Parfums com 458334109 484 5,500 SH   SOLE   5,500 0 0
International Money Express, I com 46005L101 1,445 70,100 SH   SOLE   70,100 0 0
JP Morgan Chase & Company Inc. com 46625H100 552 4,050 SH   SOLE   140 0 3,910
Johnson & Johnson com 478160104 476 2,688 SH   SOLE   0 0 2,688
Johnson Outdoors, Inc. com 479167108 1,096 14,100 SH   SOLE   14,100 0 0
KForce, Inc. com 493732101 1,272 17,200 SH   SOLE   17,200 0 0
Knowles Corp. com 49926D109 269 12,500 SH   SOLE   12,500 0 0
Korn Ferry com 500643200 455 7,000 SH   SOLE   7,000 0 0
Lantheus Hldgs Inc. com 516544103 11,408 206,260 SH   SOLE   191,520 0 14,740
Lifetime Brands, Inc. com 53222q103 776 60,400 SH   SOLE   60,400 0 0
Liveramp Hldgs, Inc. com 53815P108 221 5,900 SH   SOLE   5,900 0 0
Lovesac Company com 54738L109 1,865 34,500 SH   SOLE   34,500 0 0
M/I Homes, Inc. com 55305B101 1,574 35,500 SH   SOLE   35,500 0 0
Macom Technology Solutions com 55405Y100 281 4,700 SH   SOLE   4,700 0 0
Magnolia Oil & Gas Corp. com 559663109 284 12,000 SH   SOLE   12,000 0 0
Malibu Boats, Inc. com 56117J100 2,446 42,170 SH   SOLE   29,820 0 12,350
Mastercard, Inc. com 57636Q104 341 954 SH   SOLE   0 0 954
Materion Corp. com 576690101 8,532 99,505 SH   SOLE   76,015 0 23,490
Maxlinear, Inc. Class A com 57776J100 2,077 35,600 SH   SOLE   12,950 0 22,650
McDonald's Corporation com 580135101 206 835 SH   SOLE   0 0 835
Mercantile Bank Corp. com 587376104 1,411 39,839 SH   SOLE   21,900 0 17,939
Merit Medical System Inc com 589889104 452 6,800 SH   SOLE   6,800 0 0
Microsoft Corp. com 594918104 942 3,055 SH   SOLE   0 0 3,055
Model N, Inc. com 607525102 3,211 119,360 SH   SOLE   97,180 0 22,180
Monarch Casino & Resort, Inc. com 609027107 2,163 24,800 SH   SOLE   24,800 0 0
Movado Group, Inc. com 624580106 2,156 55,200 SH   SOLE   55,200 0 0
NOV, Inc. com 62955J103 298 15,200 SH   SOLE   15,200 0 0
NV5 Global, Inc com 62945V109 293 2,200 SH   SOLE   2,200 0 0
Newmont Mining com 651639106 465 5,857 SH   SOLE   400 0 5,457
Nova Measuring Instruments com M7516K103 61,681 566,500 SH   SOLE   420,200 0 146,300
OOMA Inc. com 683416101 874 58,300 SH   SOLE   58,300 0 0
Option Care Health Inc. com 68404L201 331 11,600 SH   SOLE   11,600 0 0
PDC Energy, Inc. com 69327R101 320 4,400 SH   SOLE   4,400 0 0
Patrick Industries, Inc. com 703343103 320 5,300 SH   SOLE   5,300 0 0
Patterson-Uti Energy, Inc. com 703481101 1,938 125,200 SH   SOLE   125,200 0 0
Perficient Inc. com 71375U101 1,894 17,200 SH   SOLE   17,200 0 0
Perion Network, Ltd. com M78673114 2,885 128,300 SH   SOLE   128,300 0 0
Photronics, Inc. com 719405102 1,612 95,000 SH   SOLE   95,000 0 0
Pinduoduo Inc. com 722304102 1,404 35,000 SH   SOLE   35,000 0 0
Preformed Line Prods Co. com 740444104 444 7,000 SH   SOLE   7,000 0 0
RF Industries Ltd. com 749552105 469 65,000 SH   SOLE   65,000 0 0
RPC, Inc. com 749660106 2,021 189,400 SH   SOLE   189,400 0 0
Radnet, Inc. com 750491102 1,228 54,900 SH   SOLE   54,900 0 0
Rapid7, Inc. com 753422104 2,821 25,360 SH   SOLE   14,940 0 10,420
Resmed Inc. com 761152107 352 1,450 SH   SOLE   0 0 1,450
Resources Connection, Inc. com 76122q105 2,044 119,269 SH   SOLE   119,269 0 0
Revolve Group, Inc. com 76156B107 430 8,000 SH   SOLE   8,000 0 0
Rocky Brands, Inc. com 774515100 1,327 31,900 SH   SOLE   31,900 0 0
SP Plus Corporation com 78469C103 1,261 40,200 SH   SOLE   40,200 0 0
Scansource, Inc. com 806037107 1,496 43,000 SH   SOLE   43,000 0 0
SeaWorld Entertainment Inc. com 81282v100 2,200 29,560 SH   SOLE   11,020 0 18,540
Shutterstock, Inc. com 825690100 3,230 34,702 SH   SOLE   14,305 0 20,397
Shyft Group, Inc. com 825698103 1,434 39,700 SH   SOLE   39,700 0 0
Sierra Wireless, Inc. com 826516106 1,795 99,489 SH   SOLE   99,489 0 0
Skyline Champion Corporation com 830830105 1,045 19,040 SH   SOLE   18,590 0 450
Smart Global Hldgs, Inc. com G8232Y101 1,795 69,500 SH   SOLE   69,500 0 0
Sterling Construction Co., Inc com 859241101 2,152 80,300 SH   SOLE   80,300 0 0
Stewart Information Services com 860372101 206 3,400 SH   SOLE   3,400 0 0
Stride, Inc. com 86333M108 509 14,000 SH   SOLE   14,000 0 0
Synaptics, Inc. com 87157D109 10,512 52,690 SH   SOLE   39,880 0 12,810
Taiwan Semiconductor com 874039100 1,147 11,000 SH   SOLE   11,000 0 0
Techtarget, Inc. com 87874R100 276 3,400 SH   SOLE   3,400 0 0
Teradata Corp com 88076W103 1,384 28,080 SH   SOLE   25,920 0 2,160
The Travelers Co., Inc. com 89417E109 406 2,220 SH   SOLE   0 0 2,220
Titan Int'l Inc. com 88830M102 1,282 87,000 SH   SOLE   87,000 0 0
Titan Machinery, Inc. com 88830R101 1,116 39,500 SH   SOLE   39,500 0 0
Titan Oil & Gas, Inc. com 888309101 0 10,000 SH   SOLE   0 0 10,000
Trex Company, Inc. com 89531P105 559 8,560 SH   SOLE   1,080 0 7,480
TrueBlue, Inc. com 89785X101 1,473 51,000 SH   SOLE   51,000 0 0
UFP Industries, Inc. com 90278Q108 270 3,500 SH   SOLE   3,500 0 0
Ultra Clean Holdings com 90385V107 6,788 160,140 SH   SOLE   132,560 0 27,580
Univar Solutions, Inc. com 91336L107 389 12,100 SH   SOLE   12,100 0 0
Universal Technical Inst, Inc. com 913915104 720 81,300 SH   SOLE   81,300 0 0
Veritiv Corp. com 923454102 6,672 49,942 SH   SOLE   49,942 0 0
Verizon Communications com 92343V104 217 4,253 SH   SOLE   0 0 4,253
Vishay Precision Group com 92835K103 1,392 43,300 SH   SOLE   43,300 0 0
Visteon Corp. com 92839U206 284 2,600 SH   SOLE   2,600 0 0
Wal Mart Stores Inc. com 931142103 236 1,582 SH   SOLE   0 0 1,582
Xenacare Hldgs, Inc. com 98401A106 0 140,000 SH   SOLE   0 0 140,000
Yum China Hldgs, Inc. com 98850P109 1,059 25,500 SH   SOLE   25,500 0 0
ZipRecruiter, Inc. com 98980B103 308 13,400 SH   SOLE   13,400 0 0
a.k.a. Brands Hldg Corp. com 00152K101 164 37,040 SH   SOLE   37,040 0 0
SPDR S&P 500 ETF Trust com 78462F103 1,638 3,627 SH   SOLE   0 0 3,627