The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
Alamo Group Inc. | COM | 011311107 | 33,843,267 | 183,771 | SH | SOLE | 94,949 | 50,005 | 38,817 | ||
AMN Healthcare Services Inc. | COM | 001744101 | 28,348,510 | 341,713 | SH | SOLE | 173,765 | 86,425 | 81,523 | ||
Atlantica Sustainable Infrastructure | SHS | G0751N103 | 37,533,840 | 1,269,751 | SH | SOLE | 667,887 | 303,655 | 298,209 | ||
Axcelis Technologies Inc. | COM | 054540208 | 34,421,806 | 258,325 | SH | SOLE | 134,805 | 64,085 | 59,435 | ||
Cavco Industries Inc. | COM | 149568107 | 24,060,862 | 75,725 | SH | SOLE | 39,105 | 18,090 | 18,530 | ||
CBIZ Inc. | COM | 124805102 | 33,752,675 | 682,010 | SH | SOLE | 355,500 | 177,700 | 148,810 | ||
Century Communities Inc. | COM | 156504300 | 20,217,640 | 316,296 | SH | SOLE | 164,838 | 77,520 | 73,938 | ||
Clearfield Inc | COM | 18482P103 | 19,333,635 | 415,063 | SH | SOLE | 222,443 | 97,725 | 94,895 | ||
Columbus McKinnon Corp. | COM | 199333105 | 17,320,425 | 466,104 | SH | SOLE | 247,925 | 123,815 | 94,364 | ||
Comfort Systems USA Inc. | COM | 199908104 | 62,190,783 | 426,081 | SH | SOLE | 224,288 | 103,265 | 98,528 | ||
Dycom Industries Inc. | COM | 267475101 | 21,693,086 | 231,640 | SH | SOLE | 119,790 | 61,825 | 50,025 | ||
Exlservice Holdings Inc. | COM | 302081104 | 39,292,324 | 242,800 | SH | SOLE | 128,361 | 58,405 | 56,034 | ||
Fabrinet | SHS | G3323L100 | 53,644,961 | 451,709 | SH | SOLE | 235,607 | 113,641 | 102,461 | ||
Federal Signal Corp. | COM | 313855108 | 41,027,537 | 756,826 | SH | SOLE | 389,888 | 180,245 | 186,693 | ||
First Merchants Corp. | COM | 320817109 | 13,561,067 | 411,565 | SH | SOLE | 224,470 | 99,095 | 88,000 | ||
FormFactor Inc. | COM | 346375108 | 12,128,958 | 380,815 | SH | SOLE | 194,695 | 99,700 | 86,420 | ||
Fox Factory Holding Corp. | COM | 35138V102 | 26,697,759 | 219,970 | SH | SOLE | 114,515 | 55,850 | 49,605 | ||
Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 25,748,037 | 900,281 | SH | SOLE | 479,616 | 221,005 | 199,660 | ||
Harmony Biosciences Holdings Inc. | COM | 413197104 | 22,160,045 | 678,715 | SH | SOLE | 352,070 | 169,665 | 156,980 | ||
ICF International Inc. | COM | 44925C103 | 4,669,381 | 42,565 | SH | SOLE | 19,095 | 14,080 | 9,390 | ||
Inmode LTD. | SHS | M5425M103 | 24,991,282 | 781,955 | SH | SOLE | 407,640 | 194,175 | 180,140 | ||
Interdigital Inc. | COM | 45867G101 | 31,296,699 | 429,310 | SH | SOLE | 231,480 | 114,190 | 83,640 | ||
iShares Russell 2000 ETF | ETF | 464287655 | 1,966,860 | 11,025 | SH | SOLE | 0 | 0 | 11,025 | ||
Korn Ferry | COM | 500643200 | 12,887,658 | 249,085 | SH | SOLE | 133,095 | 58,275 | 57,715 | ||
Lakeland Financial Corp. | COM | 511656100 | 20,370,779 | 325,204 | SH | SOLE | 176,345 | 68,649 | 80,210 | ||
Meritage Homes Corp. | COM | 59001A102 | 20,277,709 | 173,670 | SH | SOLE | 90,700 | 42,465 | 40,505 | ||
Methode Electronics Inc. | COM | 591520200 | 12,933,411 | 294,745 | SH | SOLE | 156,893 | 73,585 | 64,267 | ||
Modivcare Inc. | COM | 60783X104 | 6,618,946 | 78,722 | SH | SOLE | 42,366 | 19,050 | 17,306 | ||
MYR Group Inc. | COM | 55405W104 | 18,790,863 | 149,122 | SH | SOLE | 79,909 | 36,285 | 32,928 | ||
NextEra Energy Partners LP | COM | 65341B106 | 19,549,958 | 321,810 | SH | SOLE | 169,756 | 84,425 | 67,629 | ||
NV5 Global Inc. | COM | 62945V109 | 27,249,081 | 262,086 | SH | SOLE | 137,721 | 65,030 | 59,335 | ||
OSI Systems Inc. | COM | 671044105 | 36,725,744 | 358,790 | SH | SOLE | 193,206 | 90,850 | 74,734 | ||
Oxford Industries Inc. | COM | 691497309 | 13,978,004 | 132,380 | SH | SOLE | 68,830 | 33,120 | 30,430 | ||
Pacira Biosciences Inc. | COM | 695127100 | 10,509,391 | 257,520 | SH | SOLE | 137,370 | 64,575 | 55,575 | ||
Skyline Champion Corp. | COM | 830830105 | 30,980,466 | 411,810 | SH | SOLE | 209,555 | 104,650 | 97,605 | ||
Steven Madden LTD. | COM | 556269108 | 29,918,484 | 831,069 | SH | SOLE | 447,353 | 197,050 | 186,666 | ||
Tetra Tech Inc. | COM | 88162G103 | 36,569,278 | 248,923 | SH | SOLE | 128,028 | 61,805 | 59,090 | ||
Tower Semiconductor LTD. | SHS | M87915274 | 10,193,819 | 240,024 | SH | SOLE | 136,537 | 52,040 | 51,447 | ||
Veeco Instruments Inc. | COM | 922417100 | 27,099,119 | 1,282,495 | SH | SOLE | 675,215 | 321,015 | 286,265 | ||
Visteon Corp. | COM | 92839U206 | 44,949,830 | 286,615 | SH | SOLE | 147,910 | 72,040 | 66,665 | ||
WNS Holdings LTD. | SPON ADR | 92932M101 | 52,354,739 | 561,927 | SH | SOLE | 293,309 | 140,500 | 128,118 | ||
YETI Holdings Inc. | COM | 98585X104 | 10,999,200 | 274,980 | SH | SOLE | 143,200 | 67,890 | 63,890 |