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
ACI WORLDWIDE INC COM 004498101 163,677 4,766,354 SH   SOLE   3,042,918 0 1,723,436
ASHLAND GLOBAL HLDGS INC COM 044186104 27,459 343,963 SH   SOLE   153,110 0 190,853
AXALTA COATING SYS LTD COM G0750C108 17,188 577,349 SH   SOLE   256,406 0 320,943
B & G FOODS INC NEW COM 05508R106 48,906 2,351,246 SH   SOLE   1,513,911 0 837,335
BANCFIRST CORP COM 05945F103 18,891 339,402 SH   SOLE   268,068 0 71,334
BGC PARTNERS INC CL A 05541T101 72,893 13,937,438 SH   SOLE   8,964,924 0 4,972,514
BRIGHTVIEW HLDGS INC COM 10948C107 10,793 576,854 SH   SOLE   454,537 0 122,317
CALAVO GROWERS INC COM 128246105 24,038 248,478 SH   SOLE   196,009 0 52,469
CALLON PETE CO DEL COM 13123X102 28,812 4,372,032 SH   SOLE   3,055,696 0 1,316,336
CBIZ INC COM 124805102 61,290 3,128,637 SH   SOLE   2,468,933 0 659,704
CISION LTD SHS G1992S109 25,217 2,149,770 SH   SOLE   1,695,889 0 453,881
COLFAX CORP COM 194014106 70,105 2,501,056 SH   SOLE   1,613,215 0 887,841
COLUMBIA BKG SYS INC COM 197236102 94,721 2,618,057 SH   SOLE   1,690,913 0 927,144
COMMUNITY HEALTHCARE TR INC COM 20369C106 48,923 1,241,388 SH   SOLE   980,870 0 260,518
CYPRESS SEMICONDUCTOR CORP COM 232806109 5,243 235,764 SH   SOLE   105,616 0 130,148
DENNYS CORP COM 24869P104 69,293 3,375,209 SH   SOLE   2,665,035 0 710,174
ENERPLUS CORP COM 292766102 22,191 2,946,960 SH   SOLE   2,319,277 0 627,683
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 64,971 3,844,465 SH   SOLE   2,492,056 0 1,352,409
F M C CORP COM NEW 302491303 71,906 866,863 SH   SOLE   387,049 0 479,814
FB FINL CORP COM 30257X104 30,153 823,863 SH   SOLE   650,140 0 173,723
FIRST MERCHANTS CORP COM 320817109 53,332 1,407,181 SH   SOLE   982,500 0 424,681
GAMING & LEISURE PPTYS INC COM 36467J108 51,812 1,329,182 SH   SOLE   606,949 0 722,233
GENESEE & WYO INC CL A 371559105 63,745 637,450 SH   SOLE   410,048 0 227,402
HEALTH INS INNOVATIONS INC COM CL A 42225K106 18,280 705,235 SH   SOLE   556,678 0 148,557
HERITAGE FINL CORP WASH COM 42722X106 18,493 626,034 SH   SOLE   494,010 0 132,024
HOSTESS BRANDS INC CL A 44109J106 76,574 5,302,936 SH   SOLE   3,402,729 0 1,900,207
HOWARD HUGHES CORP COM 44267D107 51,382 414,905 SH   SOLE   265,804 0 149,101
IAA INC COM 449253103 100,665 2,595,802 SH   SOLE   1,629,555 0 966,247
IAC INTERACTIVECORP COM 44919P508 63,994 294,187 SH   SOLE   131,337 0 162,850
INVITATION HOMES INC COM 46187W107 21,461 802,871 SH   SOLE   357,629 0 445,242
ITRON INC COM 465741106 48,128 769,187 SH   SOLE   534,031 0 235,156
J2 GLOBAL INC COM 48123V102 66,075 743,339 SH   SOLE   479,779 0 263,560
KAMAN CORP COM 483548103 48,907 767,885 SH   SOLE   494,461 0 273,424
KAR AUCTION SVCS INC COM 48238T109 65,005 2,600,198 SH   SOLE   1,624,241 0 975,957
LAKELAND BANCORP INC COM 511637100 23,486 1,454,257 SH   SOLE   1,147,321 0 306,936
LATTICE SEMICONDUCTOR CORP COM 518415104 10,581 725,233 SH   SOLE   572,857 0 152,376
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 102,348 896,609 SH   SOLE   579,098 0 317,511
LITHIA MTRS INC CL A 536797103 91,731 772,278 SH   SOLE   503,490 0 268,788
LIVENT CORP COM 53814L108 27,931 4,036,300 SH   SOLE   2,595,408 0 1,440,892
MEDICAL PPTYS TRUST INC COM 58463J304 115,506 6,623,044 SH   SOLE   4,310,098 0 2,312,946
MGP INGREDIENTS INC NEW COM 55303J106 11,386 171,702 SH   SOLE   138,788 0 32,914
NEWMARK GROUP INC CL A 65158N102 15,498 1,725,886 SH   SOLE   1,135,186 0 590,700
NEXSTAR MEDIA GROUP INC CL A 65336K103 30,030 297,326 SH   SOLE   195,942 0 101,384
OXFORD INDS INC COM 691497309 36,924 487,123 SH   SOLE   384,363 0 102,760
PACIFIC PREMIER BANCORP COM 69478X105 37,398 1,211,082 SH   SOLE   956,189 0 254,893
PACWEST BANCORP DEL COM 695263103 103,187 2,657,409 SH   SOLE   1,673,616 0 983,793
PARSLEY ENERGY INC CL A 701877102 23,587 1,240,779 SH   SOLE   552,274 0 688,505
PROVIDENCE SVC CORP COM 743815102 15,744 274,578 SH   SOLE   216,605 0 57,973
RATTLER MIDSTREAM LP COM UNITS 75419T103 30,155 1,555,195 SH   SOLE   986,372 0 568,823
RESIDEO TECHNOLOGIES INC COM 76118Y104 14,660 668,785 SH   SOLE   297,937 0 370,848
SILGAN HOLDINGS INC COM 827048109 97,572 3,188,630 SH   SOLE   2,047,683 0 1,140,947
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 60,173 1,355,850 SH   SOLE   870,815 0 485,035
SIX FLAGS ENTMT CORP NEW COM 83001A102 85,234 1,715,662 SH   SOLE   1,084,547 0 631,115
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 60,082 1,117,382 SH   SOLE   718,592 0 398,790
STARWOOD PPTY TR INC COM 85571B105 39,767 1,750,305 SH   SOLE   779,076 0 971,229
SYNEOS HEALTH INC CL A 87166B102 41,698 816,159 SH   SOLE   363,230 0 452,929
TELEDYNE TECHNOLOGIES INC COM 879360105 99,408 362,976 SH   SOLE   226,573 0 136,403
TRINITY INDS INC COM 896522109 20,963 1,010,242 SH   SOLE   449,825 0 560,417
VERRA MOBILITY CORP COM 92511U102 47,381 3,619,645 SH   SOLE   2,855,071 0 764,574
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 42,866 1,390,834 SH   SOLE   897,279 0 493,555
WENDYS CO COM 95058W100 52,829 2,698,130 SH   SOLE   1,556,562 0 1,141,568