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   8,232,179 107,614 SH   SOLE   107,614 0 0
ACUITY BRANDS INC COM 00508Y102   4,329,567 16,413 SH   SOLE   16,413 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   8,188,077 101,546 SH   SOLE   101,546 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   4,851,931 192,752 SH   SOLE   192,752 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   9,184,888 242,518 SH   SOLE   242,518 0 0
AVANTOR INC COM 05352A100   3,490,959 215,000 SH   SOLE   215,000 0 0
BRUNSWICK CORP COM 117043109   22,062,167 409,015 SH   SOLE   409,015 0 0
CABOT CORP COM 127055101   9,880,502 118,644 SH   SOLE   118,644 0 0
CARETRUST REIT INC REITs 14174T107   5,914,612 206,605 SH   SOLE   206,605 0 0
COHU INC COM 192576106   6,000,308 407,228 SH   SOLE   407,228 0 0
COMPASS MINERALS INTL INC COM 20451N101   7,029,111 755,373 SH   SOLE   755,373 0 0
CUBESMART COM 229663109   8,516,707 199,076 SH   SOLE   199,076 0 0
DARLING INGREDIENTS INC COM 237266101   10,539,387 336,807 SH   SOLE   336,807 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301   4,555,501 589,109 SH   SOLE   589,109 0 0
ENCOMPASS HEALTH CORP COM 29261A100   10,449,835 103,006 SH   SOLE   103,006 0 0
ENERSYS COM 29275Y102   13,371,316 145,764 SH   SOLE   145,764 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   8,029,456 464,432 SH   SOLE   464,432 0 0
FIRST SOLAR INC COM 336433107   13,406,313 105,861 SH   SOLE   105,861 0 0
GENTEX CORP COM 371901109   11,444,990 490,384 SH   SOLE   490,384 0 0
GLOBUS MED INC CL A 379577208   11,720,522 159,850 SH   SOLE   159,850 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   8,070,512 398,471 SH   SOLE   398,471 0 0
INDEPENDENCE RLTY TR INC COM 45378A106   4,041,146 190,034 SH   SOLE   190,034 0 0
JABIL INC COM 466313103   7,749,563 56,858 SH   SOLE   56,858 0 0
LINDSAY CORP COM 535555106   15,640,490 123,415 SH   SOLE   123,415 0 0
LUMENTUM HLDGS INC COM 55024U109   22,071,171 353,456 SH   SOLE   353,456 0 0
MUELLER WTR PRODS INC COM SER A 624758108   13,362,243 524,784 SH   SOLE   524,784 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107   13,643,167 136,055 SH   SOLE   136,055 0 0
QUIDELORTHO CORP COM 219798105   12,770,506 364,577 SH   SOLE   364,577 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   7,143,967 29,717 SH   SOLE   29,717 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   13,380,406 1,479,307 SH   SOLE   1,479,307 0 0
STRATEGIC ED INC COM 86272C103   7,720,710 91,804 SH   SOLE   91,804 0 0
TENNANT CO COM 880345103   8,321,883 104,176 SH   SOLE   104,176 0 0
THERMON GROUP HLDGS INC COM 88362T103   6,882,743 246,725 SH   SOLE   246,725 0 0
TOWNEBANK PORTSMOUTH VA COM 89214P109   9,683,403 282,752 SH   SOLE   282,752 0 0
TRIPADVISOR INC COM 896945201   11,231,224 791,287 SH   SOLE   791,287 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   11,688,805 1,657,579 SH   SOLE   1,657,579 0 0
WEST FRASER TIMBER CO LTD COM 952845105   1,700,434 22,064 SH   SOLE   22,064 0 0
WEX INC COM 96208T104   1,887,380 12,000 SH   SOLE   12,000 0 0
WINTRUST FINL CORP COM 97650W108   21,781,282 193,358 SH   SOLE   193,358 0 0