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
AARONS INC COM PAR $0.50 002535300 4,398 94,375 SH   SOLE   80,672 0 13,703
AMERICAN WOODMARK CORPORATIO COM 030506109 2,267 23,026 SH   SOLE   19,695 0 3,331
AVNET INC COM 053807103 9,603 229,962 SH   SOLE   196,647 0 33,315
BLOOMIN BRANDS INC COM 094235108 4,366 179,802 SH   SOLE   153,746 0 26,056
CASELLA WASTE SYS INC CL A 147448104 4,370 186,929 SH   SOLE   159,839 0 27,090
CHILDRENS PL INC COM 168905107 8,749 64,690 SH   SOLE   55,315 0 9,375
COMMERCIAL METALS CO COM 201723103 13,562 662,878 SH   SOLE   566,872 0 96,006
DAVE & BUSTERS ENTMT INC COM 238337109 5,443 130,410 SH   SOLE   111,518 0 18,892
ETSY INC COM 29786A106 6,122 218,180 SH   SOLE   190,035 0 28,145
FACEBOOK INC CL A 30303M102 389 2,436 SH   SOLE   2,436 0 0
FOSSIL GROUP INC COM 34988V106 3,820 300,762 SH   SOLE   257,176 0 43,586
FUSION TELECOMM INTL INC COM NEW 36113B400 194 60,170 SH   SOLE   60,170 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 15,418 460,655 SH   SOLE   393,904 0 66,751
HALCON RES CORP COM PAR NEW 40537Q605 1,660 340,826 SH   SOLE   291,474 0 49,352
HERC HLDGS INC COM 42704L104 5,449 83,900 SH   SOLE   71,741 0 12,159
IBERIABANK CORP COM 450828108 232 2,972 SH   SOLE   2,540 0 432
INSTRUCTURE INC COM 45781U103 12,105 287,183 SH   SOLE   247,165 0 40,018
INTERNAP CORP COM PAR 45885A409 3,425 311,398 SH   SOLE   268,420 0 42,978
KENNAMETAL INC COM 489170100 4,338 108,014 SH   SOLE   92,361 0 15,653
KITE RLTY GROUP TR COM NEW 49803T300 9,780 642,154 SH   SOLE   548,898 0 93,256
LAMAR ADVERTISING CO NEW CL A 512816109 6,330 99,429 SH   SOLE   85,021 0 14,408
LATTICE SEMICONDUCTOR CORP COM 518415104 1,782 319,881 SH   SOLE   274,902 0 44,979
LCI INDS COM 50189K103 2,719 26,105 SH   SOLE   22,296 0 3,809
LENDINGCLUB CORP COM 52603A109 1,960 560,126 SH   SOLE   478,958 0 81,168
LENNAR CORP CL B 526057302 239 5,010 SH   SOLE   5,010 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 9,152 296,656 SH   SOLE   255,369 0 41,287
M D C HLDGS INC COM 552676108 8,631 309,148 SH   SOLE   264,367 0 44,781
MADISON SQUARE GARDEN CO NEW CL A 55825T103 4,799 19,526 SH   SOLE   16,700 0 2,826
MATCH GROUP INC COM 57665R106 5,778 130,023 SH   SOLE   112,736 0 17,287
MOBILEIRON INC COM NEW 60739U204 4,518 912,680 SH   SOLE   790,488 0 122,192
PENNYMAC FINL SVCS INC CL A 70932B101 4,211 185,918 SH   SOLE   158,978 0 26,940
PINNACLE FINL PARTNERS INC COM 72346Q104 10,466 163,025 SH   SOLE   139,388 0 23,637
PURE STORAGE INC CL A 74624M102 2,949 147,827 SH   SOLE   126,460 0 21,367
QUANTENNA COMMUNICATIONS INC COM 74766D100 2,139 156,129 SH   SOLE   134,460 0 21,669
SEMGROUP CORP CL A 81663A105 6,712 313,651 SH   SOLE   268,293 0 45,358
TEAM INC COM 878155100 889 64,638 SH   SOLE   55,282 0 9,356
TESLA INC COM 88160R101 485 1,823 SH   SOLE   1,823 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 841 17,586 SH   SOLE   12,840 0 4,746
WESCO INTL INC COM 95082P105 5,792 93,352 SH   SOLE   79,826 0 13,526
ZAYO GROUP HLDGS INC COM 98919V105 17,916 524,487 SH   SOLE   450,814 0 73,673
ZIONS BANCORPORATION COM 989701107 12,976 246,087 SH   SOLE   210,450 0 35,637