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
ARCOSA INC Common 039653100 5,221 131,391 SH   SOLE   131,391 0 0
ASTRONOVA INC Common 04638F108 884 113,856 SH   SOLE   113,856 0 0
AZZ INC. Common 002474104 4,489 159,635 SH   SOLE   159,635 0 0
BROOKDALE SENIOR LIVING INC. Common 112463104 3,235 1,036,961 SH   SOLE   1,036,961 0 0
CARS.COM INC. Common 14575E105 1,703 396,039 SH   SOLE   396,039 0 0
COLUMBUS MCKINNON N Y COM Common 199333105 1,614 64,544 SH   SOLE   64,544 0 0
COOPER TIRE & RUBBER COMPANY Common 216831107 4,144 254,233 SH   SOLE   254,233 0 0
CRAWFORD & CO -CL B Common 224633107 1,848 289,207 SH   SOLE   289,207 0 0
CRAWFORD & COMPANY - CL A Common 224633206 2,999 416,493 SH   SOLE   416,493 0 0
CROWN CRAFTS INC Common 228309100 3,639 761,234 SH   SOLE   761,234 0 0
DEVON ENERGY CORPORATION Common 25179M103 1,728 250,000 SH   SOLE   250,000 0 0
DMC GLOBAL INC Common 23291C103 2,673 116,146 SH   SOLE   116,146 0 0
FLOTEK INDUSTRIES, INC. Common 343389102 1,853 2,081,785 SH   SOLE   2,081,785 0 0
GEOSPACE TECHNOLOGIES CORPORATION Common 37364X109 2,449 382,612 SH   SOLE   382,612 0 0
GP STRATEGIES CORPORATION Common 36225V104 2,738 420,507 SH   SOLE   420,507 0 0
GRANITE CONSTRUCTION INC Common 387328107 3,720 245,081 SH   SOLE   245,081 0 0
GREENHILL & CO INC. Common 395259104 3,912 397,592 SH   SOLE   397,592 0 0
HEALTHCARE SERVICES GROUP Common 421906108 6,111 255,600 SH   SOLE   255,600 0 0
HERITAGE INSURANCE HOLDINGS Common 120269623 7,512 701,366 SH   SOLE   701,366 0 0
HILL INTERNATIONAL INC. Common 431466101 2,620 1,806,608 SH   SOLE   1,806,608 0 0
HOUSTON WIRE & CABLE COMPANY Common 44244K109 2,459 1,122,778 SH   SOLE   1,122,778 0 0
L.B. FOSTER COMPANY Common 350060109 3,460 279,974 SH   SOLE   279,974 0 0
LINDBLAD EXPEDITIONS HOLDINGS INC. Common 535219109 2,539 608,946 SH   SOLE   608,946 0 0
LUXFER HOLDINGS Common G5698W116 5,409 382,545 SH   SOLE   382,545 0 0
MANITEX INTERNATIONAL INC Common 563420108 3,910 946,620 SH   SOLE   946,620 0 0
MANITOWOC COMPANY, INC. Common 563571405 3,998 470,387 SH   SOLE   470,387 0 0
MATRIX SERVICE COMPANY Common 576853105 3,213 339,262 SH   SOLE   339,262 0 0
MATTHEWS INTERNATIONAL CORPORATION Common 577128101 4,766 197,003 SH   SOLE   197,003 0 0
MISTRAS GROUP INC. Common 60649T107 449 105,300 SH   SOLE   105,300 0 0
MOTORCAR PARTS OF AMERICA Common 620071100 4,398 349,628 SH   SOLE   349,628 0 0
NATUS MEDICAL INCORPORATED Common 639050103 4,690 202,759 SH   SOLE   202,759 0 0
NORTHERN TECHNOLOGIES INTL Common 665809109 2,530 341,931 SH   SOLE   341,931 0 0
PCTEL INC. Common 69325Q105 4,510 678,198 SH   SOLE   678,198 0 0
QAD INC Common 74727D306 4,256 106,595 SH   SOLE   106,595 0 0
RED LION HOTELS CORP Common 756764106 250 171,097 SH   SOLE   171,097 0 0
TECNOGLASS INC. Common G87264100 3,159 818,414 SH   SOLE   818,414 0 0
TEXTAINER GROUP HOLDINGS LIMITED Common G8766E109 5,013 609,814 SH   SOLE   609,814 0 0
THE ANDERSONS INC Common 034164103 5,405 288,257 SH   SOLE   288,257 0 0
THE BANCORP INC. Common 05969A105 6,620 1,090,671 SH   SOLE   1,090,671 0 0
THE CONTAINER STORE GROUP INC Common 210751103 3,030 1,283,924 SH   SOLE   1,283,924 0 0
THERMON GROUP HOLDINGS, INC. Common 88362T103 1,962 130,189 SH   SOLE   130,189 0 0
TITAN INTERNATIONAL INC. Common 88830M102 3,067 1,978,706 SH   SOLE   1,978,706 0 0
TITAN MACHINERY, INC. Common 88830R101 3,518 404,780 SH   SOLE   404,780 0 0
TRECORA RESOURCES Common 894648104 4,495 755,382 SH   SOLE   755,382 0 0
UMH PROPERTIES INC. Common 903002103 2,430 223,711 SH   SOLE   223,711 0 0
UNISYS CORP Common 909214306 6,405 518,624 SH   SOLE   518,624 0 0
VAREX IMAGING CORPORATION Common 92214X106 6,015 264,878 SH   SOLE   264,878 0 0