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
AK STL HLDG CORP COM 001547108 4,096 723,630 SH   SOLE   613,866 0 109,764
BLOOMIN BRANDS INC COM 094235108 5,071 237,631 SH   SOLE   201,511 0 36,120
BUILDERS FIRSTSOURCE INC COM 12008R107 3,562 163,487 SH   SOLE   138,626 0 24,861
CASELLA WASTE SYS INC CL A 147448104 4,763 206,924 SH   SOLE   175,454 0 31,470
CIVEO CORP CDA COM 17878Y108 644 235,906 SH   SOLE   200,059 0 35,847
CLEVELAND CLIFFS INC COM 185899101 9,303 1,290,277 SH   SOLE   1,094,438 0 195,839
CLOUDERA INC COM 18914U100 1,011 61,198 SH   SOLE   52,250 0 8,948
COMERICA INC COM 200340107 8,380 96,533 SH   SOLE   81,888 0 14,645
CRAY INC COM NEW 225223304 2,542 105,056 SH   SOLE   89,117 0 15,939
ETSY INC COM 29786A106 11,339 554,471 SH   SOLE   473,540 0 80,931
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 14,464 761,259 SH   SOLE   645,742 0 115,517
FORTERRA INC COM 34960W106 874 78,746 SH   SOLE   66,706 0 12,040
GAMING & LEISURE PPTYS INC COM 36467J108 12,310 332,706 SH   SOLE   282,045 0 50,661
HERC HLDGS INC COM 42704L104 5,257 83,963 SH   SOLE   71,201 0 12,762
INSTEEL INDUSTRIES INC COM 45774W108 1,078 38,061 SH   SOLE   32,286 0 5,775
INSTRUCTURE INC COM 45781U103 7,902 238,719 SH   SOLE   204,588 0 34,131
INTERNAP CORP COM PAR 45885A409 3,841 244,482 SH   SOLE   209,152 0 35,330
KAPSTONE PAPER & PACKAGING C COM 48562P103 1,005 44,312 SH   SOLE   37,591 0 6,721
KBR INC COM 48242W106 5,893 297,194 SH   SOLE   252,040 0 45,154
KENNAMETAL INC COM 489170100 9,021 186,336 SH   SOLE   158,056 0 28,280
LANDS END INC NEW COM 51509F105 1,209 61,830 SH   SOLE   51,411 0 10,419
LENNAR CORP CL B 526057302 259 5,010 SH   SOLE   5,010 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 8,362 244,796 SH   SOLE   209,295 0 35,501
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 8,225 252,771 SH   SOLE   214,610 0 38,161
MADISON SQUARE GARDEN CO NEW CL A 55825T103 8,149 38,650 SH   SOLE   32,777 0 5,873
MANITOWOC CO INC COM NEW 563571405 3,599 91,479 SH   SOLE   77,635 0 13,844
MATCH GROUP INC COM 57665R106 9,294 296,823 SH   SOLE   253,083 0 43,740
MAXWELL TECHNOLOGIES INC COM 577767106 404 70,209 SH   SOLE   58,857 0 11,352
MOBILEIRON INC COM NEW 60739U204 2,830 725,740 SH   SOLE   624,642 0 101,098
NEOPHOTONICS CORP COM 64051T100 2,256 342,802 SH   SOLE   291,034 0 51,768
OCLARO INC COM NEW 67555N206 2,045 303,458 SH   SOLE   257,366 0 46,092
QUANTENNA COMMUNICATIONS INC COM 74766D100 4,619 378,604 SH   SOLE   324,686 0 53,918
STORE CAP CORP COM 862121100 7,110 273,054 SH   SOLE   231,511 0 41,543
STRAIGHT PATH COMMUNICATNS I CL B 862578101 842 4,632 SH   SOLE   3,382 0 1,250
TESLA INC COM 88160R101 392 1,260 SH   SOLE   1,260 0 0
TILE SHOP HLDGS INC COM 88677Q109 1,510 157,279 SH   SOLE   133,555 0 23,724
UNITED STATES STL CORP NEW COM 912909108 4,046 114,984 SH   SOLE   97,521 0 17,463
VISTEON CORP COM NEW 92839U206 6,552 52,358 SH   SOLE   44,449 0 7,909
ZAYO GROUP HLDGS INC COM 98919V105 10,629 288,844 SH   SOLE   246,966 0 41,878
ZIONS BANCORPORATION COM 989701107 20,352 400,385 SH   SOLE   339,601 0 60,784