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 | 1,263 | 14,223 | SH | SOLE | 14,223 | 0 | 0 | ||
AMEDISYS INC | COM | 023436108 | 5,355 | 29,177 | SH | SOLE | 29,177 | 0 | 0 | ||
APPLIED INDUSTRIAL TECHNOLOGIE | COM | 03820C105 | 8,748 | 191,349 | SH | SOLE | 191,349 | 0 | 0 | ||
ASGN INC | COM | 00191U102 | 5,361 | 151,793 | SH | SOLE | 151,793 | 0 | 0 | ||
BIO TECHNE CORP | COM | 09073M104 | 7,423 | 39,146 | SH | SOLE | 39,146 | 0 | 0 | ||
BIO-RAD LABRATORIES-CL A | COM | 090572207 | 17,011 | 48,524 | SH | SOLE | 48,524 | 0 | 0 | ||
BLUCORA INC | COM | 095229100 | 2,666 | 221,211 | SH | SOLE | 221,211 | 0 | 0 | ||
CACI INTERNATIONAL INC CL A | COM | 127190304 | 12,940 | 61,285 | SH | SOLE | 61,285 | 0 | 0 | ||
CASELLA WASTE SYSTEMS INC A | COM | 147448104 | 9,486 | 242,867 | SH | SOLE | 242,867 | 0 | 0 | ||
CAVCO INDUSTRIES INC | COM | 149568107 | 5,242 | 36,170 | SH | SOLE | 36,170 | 0 | 0 | ||
CHARLES RIVER LABORATORIES | COM | 159864107 | 8,470 | 67,111 | SH | SOLE | 67,111 | 0 | 0 | ||
CHART INDUSTRIES INC | COM | 16115Q308 | 6,567 | 226,597 | SH | SOLE | 226,597 | 0 | 0 | ||
CHEMED CORP NEW COM | COM | 16359R103 | 4,445 | 10,262 | SH | SOLE | 10,262 | 0 | 0 | ||
CLEAN HARBORS INC | COM | 184496107 | 6,805 | 132,556 | SH | SOLE | 132,556 | 0 | 0 | ||
COLUMBIA SPORTSWEAR CO COM | COM | 198516106 | 6,081 | 87,162 | SH | SOLE | 87,162 | 0 | 0 | ||
CONSTRUCTION PARTNERS INC A | COM | 21044C107 | 3,285 | 194,521 | SH | SOLE | 194,521 | 0 | 0 | ||
CYRUSONE INC | COM | 23283R100 | 8,637 | 139,877 | SH | SOLE | 139,877 | 0 | 0 | ||
EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 8,258 | 142,732 | SH | SOLE | 142,732 | 0 | 0 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 2,296 | 26,784 | SH | SOLE | 26,784 | 0 | 0 | ||
EXLSERVICE HOLDINGS INC | COM | 302081104 | 2,998 | 57,624 | SH | SOLE | 57,624 | 0 | 0 | ||
FABRINET | COM | G3323L100 | 2,864 | 52,492 | SH | SOLE | 52,492 | 0 | 0 | ||
GENPACT LIMITED | COM | G3922B107 | 10,027 | 343,400 | SH | SOLE | 343,400 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 3,130 | 39,467 | SH | SOLE | 39,467 | 0 | 0 | ||
H&E EQUIPMENT SERVICES INC | COM | 404030108 | 4,671 | 318,199 | SH | SOLE | 318,199 | 0 | 0 | ||
HEALTHCARE SERVICES GROUP | COM | 421906108 | 3,803 | 159,055 | SH | SOLE | 159,055 | 0 | 0 | ||
HEALTHEQUITY INC | COM | 42226A107 | 7,162 | 141,562 | SH | SOLE | 141,562 | 0 | 0 | ||
HMS HOLDINGS CORP | COM | 40425J101 | 9,639 | 381,423 | SH | SOLE | 381,423 | 0 | 0 | ||
HOOKER FUNITURE CORP | COM | 439038100 | 4,995 | 320,018 | SH | SOLE | 320,018 | 0 | 0 | ||
INGEVITY CORP | COM | 45688C107 | 935 | 26,555 | SH | SOLE | 26,555 | 0 | 0 | ||
KADANT INC | COM | 48282T104 | 4,440 | 59,482 | SH | SOLE | 59,482 | 0 | 0 | ||
KINSALE CAPITAL GROUP INC | COM | 49714P108 | 13,347 | 127,683 | SH | SOLE | 127,683 | 0 | 0 | ||
KIRBY CORPORATION | COM | 497266106 | 3,677 | 84,585 | SH | SOLE | 84,585 | 0 | 0 | ||
KRATOS DEFENSE & SECURITY SOLU | COM | 50077B207 | 1,954 | 141,164 | SH | SOLE | 141,164 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 7,362 | 413,159 | SH | SOLE | 413,159 | 0 | 0 | ||
LEMAITRE VASCULAR INC | COM | 525558201 | 1,233 | 49,469 | SH | SOLE | 49,469 | 0 | 0 | ||
LHC GROUP INC | COM | 50187A107 | 7,882 | 56,217 | SH | SOLE | 56,217 | 0 | 0 | ||
LIGAND PHARMACEUTICALS | COM | 53220K504 | 11,038 | 151,792 | SH | SOLE | 151,792 | 0 | 0 | ||
LITTELFUSE INC | COM | 537008104 | 3,400 | 25,481 | SH | SOLE | 25,481 | 0 | 0 | ||
MALIBU BOATS INC CLASS A | COM | 56117J100 | 1,630 | 56,619 | SH | SOLE | 56,619 | 0 | 0 | ||
MARRIOTT VACATIONS WORLDWIDE C | COM | 57164Y107 | 2,659 | 47,844 | SH | SOLE | 47,844 | 0 | 0 | ||
MAXIMUS INC | COM | 577933104 | 9,055 | 155,592 | SH | SOLE | 155,592 | 0 | 0 | ||
MERCURY SYSTEMS INC | COM | 589378108 | 7,560 | 105,976 | SH | SOLE | 105,976 | 0 | 0 | ||
MKS INSTRUMENTS, INC. | COM | 55306N104 | 5,979 | 73,411 | SH | SOLE | 73,411 | 0 | 0 | ||
NATERA INC | COM | 632307104 | 6,851 | 229,452 | SH | SOLE | 229,452 | 0 | 0 | ||
NATIONAL INSTRS CORP COM | COM | 636518102 | 5,912 | 178,715 | SH | SOLE | 178,715 | 0 | 0 | ||
NEXSTAR MEDIA GROUP INC CLASS | COM | 65336K103 | 2,299 | 39,829 | SH | SOLE | 39,829 | 0 | 0 | ||
NICE SYSTEMS LTD SPONS ADR | COM | 653656108 | 6,958 | 48,465 | SH | SOLE | 48,465 | 0 | 0 | ||
NOVOCURE LTD | COM | G6674U108 | 3,475 | 51,600 | SH | SOLE | 51,600 | 0 | 0 | ||
OMNICELL INC | COM | 68213N109 | 10,473 | 159,702 | SH | SOLE | 159,702 | 0 | 0 | ||
ONTO INNOVATION INC | COM | 683344105 | 9,818 | 330,921 | SH | SOLE | 330,921 | 0 | 0 | ||
PEGASYSTEMS INC | COM | 705573103 | 6,941 | 97,448 | SH | SOLE | 97,448 | 0 | 0 | ||
PERSPECTA, INC | COM | 715347100 | 2,286 | 125,308 | SH | SOLE | 125,308 | 0 | 0 | ||
PRA HEALTH SCIENCES INC | COM | 69354M108 | 8,247 | 99,309 | SH | SOLE | 99,309 | 0 | 0 | ||
QUANTA SERVICES INC | COM | 74762E102 | 8,646 | 272,472 | SH | SOLE | 272,472 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 12,520 | 129,691 | SH | SOLE | 129,691 | 0 | 0 | ||
SILICON MOTION TECHNOLOGY CORP | COM | 82706C108 | 3,577 | 97,573 | SH | SOLE | 97,573 | 0 | 0 | ||
SITEONELANDSCAPE SUPPLY INC | COM | 82982L103 | 6,130 | 83,263 | SH | SOLE | 83,263 | 0 | 0 | ||
SKYLINE CHAMPION CORP | COM | 830830105 | 3,946 | 251,633 | SH | SOLE | 251,633 | 0 | 0 | ||
SPDR S&P BIOTECH ETF | COM | 78464A870 | 7,541 | 97,376 | SH | SOLE | 97,376 | 0 | 0 | ||
STERLING CONSTRUCTION CO | COM | 859241101 | 4,532 | 477,027 | SH | SOLE | 477,027 | 0 | 0 | ||
STRATEGIC EDUCATION INC | COM | 86272C103 | 8,243 | 58,983 | SH | SOLE | 58,983 | 0 | 0 | ||
TELADOC HEALTH INC | COM | 87918A105 | 9,898 | 63,856 | SH | SOLE | 63,856 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 1,592 | 38,556 | SH | SOLE | 38,556 | 0 | 0 | ||
TFI INTERNATIONAL INC | COM | 87241L109 | 4,843 | 219,231 | SH | SOLE | 219,231 | 0 | 0 | ||
TOWER SEMICONDUCTOR LTD | COM | M87915274 | 7,838 | 492,353 | SH | SOLE | 492,353 | 0 | 0 | ||
TRADE DESK INC CLASS A | COM | 88339J105 | 6,344 | 32,869 | SH | SOLE | 32,869 | 0 | 0 | ||
TREX COMPANY INC | COM | 89531P105 | 1,672 | 20,861 | SH | SOLE | 20,861 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 8,499 | 758,205 | SH | SOLE | 758,205 | 0 | 0 | ||
WESTERN ALLIANCE BANCORP | COM | 957638109 | 3,503 | 114,436 | SH | SOLE | 114,436 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 2,737 | 26,177 | SH | SOLE | 26,177 | 0 | 0 | ||
WILLSCOT CORPORATION CLASS A | COM | 971375126 | 9,258 | 913,908 | SH | SOLE | 913,908 | 0 | 0 | ||
WNS HOLDINGS LTD ADR | COM | 92932M101 | 6,677 | 155,361 | SH | SOLE | 155,361 | 0 | 0 | ||
WORKIVA, INC. CLASS A | COM | 98139A105 | 3,110 | 96,210 | SH | SOLE | 96,210 | 0 | 0 |