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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABERCROMBIE & FITCH CO CL A 002896207   8,628,115 57,440 SH   SOLE   57,440 0 0
ACUITY BRANDS INC COM 00508Y102   2,951,634 10,054 SH   SOLE   10,054 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   4,806,207 50,000 SH   SOLE   50,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   4,469,089 203,433 SH   SOLE   203,433 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   7,221,947 192,045 SH   SOLE   192,045 0 0
ARHAUS INC COM CL A 04035M102   1,086,066 114,969 SH   SOLE   114,969 0 0
BRUNSWICK CORP COM 117043109   16,399,981 252,305 SH   SOLE   252,305 0 0
CABOT CORP COM 127055101   6,227,562 67,866 SH   SOLE   67,866 0 0
CARETRUST REIT INC REITs 14174T107   3,754,666 138,120 SH   SOLE   138,120 0 0
COHU INC COM 192576106   8,016,353 298,757 SH   SOLE   298,757 0 0
COMPASS MINERALS INTL INC COM 20451N101   6,394,394 565,587 SH   SOLE   565,587 0 0
CUBESMART COM 229663109   6,003,201 139,407 SH   SOLE   139,407 0 0
DARLING INGREDIENTS INC COM 237266101   8,323,473 245,842 SH   SOLE   245,842 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301   4,706,970 518,688 SH   SOLE   518,688 0 0
ENCOMPASS HEALTH CORP COM 29261A100   7,196,408 77,541 SH   SOLE   77,541 0 0
ENERSYS COM 29275Y102   11,968,641 128,850 SH   SOLE   128,850 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   5,193,408 267,900 SH   SOLE   267,900 0 0
FIRST SOLAR INC COM 336433107   8,615,161 48,642 SH   SOLE   48,642 0 0
GENTEX CORP COM 371901109   9,442,521 327,043 SH   SOLE   327,043 0 0
GLOBUS MED INC CL A 379577208   8,465,273 101,844 SH   SOLE   101,844 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   5,689,128 279,283 SH   SOLE   279,283 0 0
INDEPENDENCE RLTY TR INC COM 45378A106   2,864,124 143,649 SH   SOLE   143,649 0 0
JABIL INC COM 466313103   13,521,200 93,499 SH   SOLE   93,499 0 0
LINDSAY CORP COM 535555106   11,396,107 95,849 SH   SOLE   95,849 0 0
LUMENTUM HLDGS INC COM 55024U109   12,668,082 150,156 SH   SOLE   150,156 0 0
MUELLER WTR PRODS INC COM SER A 624758108   9,780,347 432,538 SH   SOLE   432,538 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107   9,006,495 87,743 SH   SOLE   87,743 0 0
QUIDELORTHO CORP COM 219798105   10,049,978 224,476 SH   SOLE   224,476 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   4,607,299 18,426 SH   SOLE   18,426 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   9,412,837 896,307 SH   SOLE   896,307 0 0
STRATEGIC ED INC COM 86272C103   4,624,868 49,262 SH   SOLE   49,262 0 0
TENNANT CO COM 880345103   4,957,016 60,500 SH   SOLE   60,500 0 0
THERMON GROUP HLDGS INC COM 88362T103   4,995,435 172,777 SH   SOLE   172,777 0 0
TOWNEBANK PORTSMOUTH VA COM 89214P109   6,746,367 197,096 SH   SOLE   197,096 0 0
TRIPADVISOR INC COM 896945201   7,606,643 512,466 SH   SOLE   512,466 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   9,183,157 907,434 SH   SOLE   907,434 0 0
WEST FRASER TIMBER CO LTD COM 952845105   3,196,566 36,751 SH   SOLE   36,751 0 0
WINTRUST FINL CORP COM 97650W108   14,969,575 119,443 SH   SOLE   119,443 0 0