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 |
|
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 | 41,812,256 | 198,926 | SH | SOLE | 105,404 | 36,690 | 56,832 | ||
AMN Healthcare Services Inc. | COM | 001744101 | 12,811,444 | 171,093 | SH | SOLE | 88,065 | 33,840 | 49,188 | ||
Atlantica Sustainable Infrastructure | SHS | G0751N103 | 27,867,139 | 1,296,146 | SH | SOLE | 687,512 | 238,020 | 370,614 | ||
Axcelis Technologies Inc. | COM | 054540208 | 6,055,226 | 46,690 | SH | SOLE | 27,370 | 7,730 | 11,590 | ||
Cavco Industries Inc. | COM | 149568107 | 7,450,597 | 21,495 | SH | SOLE | 12,775 | 3,975 | 4,745 | ||
CBIZ Inc. | COM | 124805102 | 47,934,864 | 765,855 | SH | SOLE | 408,260 | 142,915 | 214,680 | ||
Celestica Inc. | COM | 15101Q108 | 32,326,730 | 1,104,055 | SH | SOLE | 599,500 | 203,545 | 301,010 | ||
Century Communities Inc. | COM | 156504300 | 39,852,423 | 437,266 | SH | SOLE | 237,798 | 80,590 | 118,878 | ||
Columbus McKinnon Corp. | COM | 199333105 | 19,733,936 | 505,739 | SH | SOLE | 268,780 | 91,870 | 145,089 | ||
Comfort Systems USA Inc. | COM | 199908104 | 64,505,516 | 313,636 | SH | SOLE | 165,888 | 59,900 | 87,848 | ||
Crane NXT Co. | COM | 224441105 | 30,549,995 | 537,190 | SH | SOLE | 287,645 | 98,450 | 151,095 | ||
Dycom Industries Inc. | COM | 267475101 | 38,089,611 | 330,955 | SH | SOLE | 179,215 | 60,840 | 90,900 | ||
Exlservice Holdings Inc. | COM | 302081104 | 34,206,943 | 1,108,815 | SH | SOLE | 599,640 | 203,150 | 306,025 | ||
Fabrinet | SHS | G3323L100 | 31,421,389 | 165,089 | SH | SOLE | 89,807 | 30,110 | 45,172 | ||
Federal Signal Corp. | COM | 313855108 | 43,404,988 | 565,611 | SH | SOLE | 303,208 | 105,330 | 157,073 | ||
FormFactor Inc. | COM | 346375108 | 16,029,153 | 384,300 | SH | SOLE | 203,380 | 83,615 | 97,305 | ||
Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 27,786,602 | 1,007,491 | SH | SOLE | 555,036 | 178,545 | 273,910 | ||
Huron Consulting Group Inc. | COM | 447462102 | 13,819,404 | 134,430 | SH | SOLE | 72,935 | 24,855 | 36,640 | ||
ICF International Inc. | COM | 44925C103 | 44,521,232 | 332,025 | SH | SOLE | 179,095 | 61,190 | 91,740 | ||
Interdigital Inc. | COM | 45867G101 | 36,588,834 | 337,100 | SH | SOLE | 183,245 | 64,505 | 89,350 | ||
Korn Ferry | COM | 500643200 | 12,937,113 | 217,980 | SH | SOLE | 112,050 | 41,895 | 64,035 | ||
Lakeland Financial Corp. | COM | 511656100 | 35,672,298 | 547,457 | SH | SOLE | 296,818 | 101,264 | 149,375 | ||
McGrath RentCorp | COM | 580589109 | 30,561,116 | 255,485 | SH | SOLE | 141,525 | 44,950 | 69,010 | ||
Meritage Homes Corp. | COM | 59001A102 | 35,173,593 | 201,915 | SH | SOLE | 109,160 | 37,150 | 55,605 | ||
Modine Manufacturing Co. | COM | 607828100 | 27,601,101 | 462,330 | SH | SOLE | 249,290 | 85,225 | 127,815 | ||
MYR Group Inc. | COM | 55405W104 | 36,346,531 | 251,307 | SH | SOLE | 141,315 | 44,389 | 65,603 | ||
NV5 Global Inc. | COM | 62945V109 | 27,600,652 | 248,386 | SH | SOLE | 131,601 | 47,220 | 69,565 | ||
OSI Systems Inc. | COM | 671044105 | 49,267,419 | 381,770 | SH | SOLE | 207,281 | 70,690 | 103,799 | ||
Oxford Industries Inc. | COM | 691497309 | 6,141,000 | 61,410 | SH | SOLE | 32,965 | 11,520 | 16,925 | ||
Pacira Biosciences Inc. | COM | 695127100 | 5,640,316 | 167,170 | SH | SOLE | 84,080 | 36,885 | 46,205 | ||
Primo Water Corp. | COM | 74167P108 | 5,941,514 | 394,785 | SH | SOLE | 211,275 | 82,330 | 101,180 | ||
Skyline Champion Corp. | COM | 830830105 | 33,285,189 | 448,225 | SH | SOLE | 246,590 | 83,060 | 118,575 | ||
Steven Madden LTD. | COM | 556269108 | 37,292,934 | 887,927 | SH | SOLE | 498,999 | 155,340 | 233,588 | ||
Tecnoglass Inc. | ORD SHS | G87264100 | 9,604,585 | 210,120 | SH | SOLE | 113,135 | 43,615 | 53,370 | ||
Tetra Tech Inc. | COM | 88162G103 | 37,785,106 | 226,353 | SH | SOLE | 121,408 | 40,890 | 64,055 | ||
Veeco Instruments Inc. | COM | 922417100 | 41,053,000 | 1,323,010 | SH | SOLE | 699,645 | 235,730 | 387,635 | ||
Visteon Corp. | COM | 92839U206 | 28,243,637 | 226,130 | SH | SOLE | 123,535 | 46,655 | 55,940 | ||
WNS Holdings LTD. | SPON ADR | 92932M101 | 39,385,102 | 623,182 | SH | SOLE | 338,214 | 118,075 | 166,893 | ||
YETI Holdings Inc. | COM | 98585X104 | 6,180,720 | 119,365 | SH | SOLE | 63,320 | 25,490 | 30,555 |