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 |
A10 Networks, Inc. | com | 002121101 | 2,181,856 | 131,200 | SH | | SOLE | | 131,200 | 0 | 0 |
ABM Industries, Inc. | com | 000957100 | 1,976,690 | 44,500 | SH | | SOLE | | 44,500 | 0 | 0 |
ADMA Biologics, Inc. | com | 000899104 | 2,083,172 | 536,900 | SH | | SOLE | | 536,900 | 0 | 0 |
AFYA Ltd. | com | G01125106 | 265,540 | 17,000 | SH | | SOLE | | 17,000 | 0 | 0 |
AMN Healthcare Svcs | com | 001744101 | 1,562,864 | 15,200 | SH | | SOLE | | 15,200 | 0 | 0 |
AMR Corp Escrow | com | 001ESC102 | 0 | 18,000 | SH | | SOLE | | 18,000 | 0 | 0 |
ATI, Inc. | com | 01741R102 | 1,707,992 | 57,200 | SH | | SOLE | | 57,200 | 0 | 0 |
Acadia Healthcare Co., Inc. | com | 00404A109 | 4,838,770 | 58,780 | SH | | SOLE | | 40,080 | 0 | 18,700 |
Adtran, Inc. | com | 00486H105 | 2,187,156 | 116,400 | SH | | SOLE | | 116,400 | 0 | 0 |
Aehr Test Systems | com | 00760J108 | 12,212,921 | 607,608 | SH | | SOLE | | 607,608 | 0 | 0 |
Allegro MicroSystems, Inc. | com | 01749D105 | 3,458,304 | 115,200 | SH | | SOLE | | 115,200 | 0 | 0 |
Allied Motion Technologies | com | 019330109 | 1,615,184 | 46,400 | SH | | SOLE | | 46,400 | 0 | 0 |
Alphatec Hldgs Inc. | com | 02081G201 | 6,215,632 | 503,290 | SH | | SOLE | | 496,460 | 0 | 6,830 |
Alta Equipment Group, Inc. | com | 02128L106 | 1,234,584 | 93,600 | SH | | SOLE | | 93,600 | 0 | 0 |
Ameresco, Inc. | com | 02361E108 | 4,925,925 | 86,208 | SH | | SOLE | | 86,208 | 0 | 0 |
American Power Corp | com | 02906T107 | 0 | 10,000 | SH | | SOLE | | 0 | 0 | 10,000 |
Amgen, Inc. | com | 031162100 | 362,660 | 1,381 | SH | | SOLE | | 0 | 0 | 1,381 |
Amphastar Pharmaceuticals, Inc | com | 03209R103 | 3,754,680 | 134,000 | SH | | SOLE | | 134,000 | 0 | 0 |
Amtech Systems, Inc. | com | 032332504 | 865,640 | 113,900 | SH | | SOLE | | 113,900 | 0 | 0 |
Apple, Inc. | com | 037833100 | 711,835 | 5,479 | SH | | SOLE | | 240 | 0 | 5,239 |
Applied Industrial | com | 03820c105 | 2,092,098 | 16,600 | SH | | SOLE | | 16,600 | 0 | 0 |
Avatar Ventures | com | 05350B100 | 0 | 10,000 | SH | | SOLE | | 0 | 0 | 10,000 |
Aviat Networks, Inc. | com | 05366Y201 | 2,598,345 | 83,307 | SH | | SOLE | | 83,307 | 0 | 0 |
Avid Technology, Inc. | com | 05367P100 | 1,387,998 | 52,200 | SH | | SOLE | | 52,200 | 0 | 0 |
Axcelis Technologies | com | 054540208 | 22,185,009 | 279,549 | SH | | SOLE | | 238,089 | 0 | 41,460 |
Bel Fuse, Inc. | com | 077347300 | 3,779,216 | 114,800 | SH | | SOLE | | 114,800 | 0 | 0 |
Belden, Inc. | com | 077454106 | 6,598,187 | 91,769 | SH | | SOLE | | 72,025 | 0 | 19,744 |
Boot Barn Hldgs, Inc. | com | 099406100 | 1,744,308 | 27,900 | SH | | SOLE | | 27,900 | 0 | 0 |
Brookline Bancorp, Inc. | com | 11373M107 | 1,722,055 | 121,700 | SH | | SOLE | | 121,700 | 0 | 0 |
CECO Environmental Corp. | com | 125141101 | 2,126,928 | 182,100 | SH | | SOLE | | 182,100 | 0 | 0 |
Cabot Corp. | com | 127055101 | 2,990,906 | 44,747 | SH | | SOLE | | 35,036 | 0 | 9,712 |
Cadence Design System, Inc. | com | 127387108 | 4,096,320 | 25,500 | SH | | SOLE | | 25,500 | 0 | 0 |
Caleres Inc. | com | 129500104 | 837,728 | 37,600 | SH | | SOLE | | 37,600 | 0 | 0 |
Calix, Inc. | com | 13100M509 | 2,593,497 | 37,900 | SH | | SOLE | | 37,900 | 0 | 0 |
Camtek, Ltd. | com | M20791105 | 1,299,593 | 59,180 | SH | | SOLE | | 59,180 | 0 | 0 |
Catalyst Pharmaceuticals, Inc. | com | 14888U101 | 1,796,760 | 96,600 | SH | | SOLE | | 96,600 | 0 | 0 |
Cerus Corp. | com | 157085101 | 1,036,235 | 283,900 | SH | | SOLE | | 283,900 | 0 | 0 |
Ciena Corporation | com | 171779309 | 4,098,027 | 80,385 | SH | | SOLE | | 62,300 | 0 | 18,085 |
Clean Harbors, Inc. | com | 184496107 | 5,515,990 | 48,335 | SH | | SOLE | | 41,130 | 0 | 7,205 |
Clearfield, Inc. | com | 18482P103 | 8,899,996 | 94,540 | SH | | SOLE | | 86,780 | 0 | 7,760 |
Clearwater Paper Corp | com | 18538R103 | 1,580,458 | 41,800 | SH | | SOLE | | 41,800 | 0 | 0 |
Comstock Res | com | 205768302 | 1,957,788 | 142,800 | SH | | SOLE | | 142,800 | 0 | 0 |
Constellium NV Cl A | com | F21107101 | 58,432,061 | 4,939,312 | SH | | SOLE | | 3,348,254 | 0 | 1,591,058 |
Controladora Vuela Comp de Avi | com | 21240E105 | 117,040 | 14,000 | SH | | SOLE | | 14,000 | 0 | 0 |
Crocs, Inc. | com | 227046109 | 11,282,142 | 104,050 | SH | | SOLE | | 82,200 | 0 | 21,850 |
Cross Country Healthcare, Inc. | com | 227483104 | 2,064,489 | 77,700 | SH | | SOLE | | 77,700 | 0 | 0 |
Dada Nexus Limited | com | 23344D108 | 3,189,974 | 457,672 | SH | | SOLE | | 456,272 | 0 | 1,400 |
Deckers Outdoor Corp. | com | 243537107 | 10,825,219 | 27,120 | SH | | SOLE | | 20,700 | 0 | 6,420 |
Despegar Com Corp. | com | G27358103 | 59,508 | 11,600 | SH | | SOLE | | 11,600 | 0 | 0 |
Destination XL Group, Inc. | com | 25065K104 | 2,282,175 | 338,100 | SH | | SOLE | | 338,100 | 0 | 0 |
Dynavax Technologies Corp. | com | 268158201 | 1,954,568 | 183,700 | SH | | SOLE | | 183,700 | 0 | 0 |
EZCorp, Inc. | com | 302301106 | 2,135,300 | 262,000 | SH | | SOLE | | 262,000 | 0 | 0 |
Earthstone Energy Inc. | com | 27032D304 | 1,832,824 | 128,800 | SH | | SOLE | | 128,800 | 0 | 0 |
Eli Lilly & Company | com | 532457108 | 233,649 | 639 | SH | | SOLE | | 0 | 0 | 639 |
Employers Holdings, Inc. | com | 292218104 | 1,660,505 | 38,500 | SH | | SOLE | | 38,500 | 0 | 0 |
EnPro Industries, Inc. | com | 29355x107 | 2,097,717 | 19,300 | SH | | SOLE | | 19,300 | 0 | 0 |
Everi Hldgs, Inc. | com | 30034T103 | 3,225,880 | 224,800 | SH | | SOLE | | 224,800 | 0 | 0 |
Evolent Health, Inc. | com | 30050B101 | 3,912,667 | 139,340 | SH | | SOLE | | 118,690 | 0 | 20,650 |
Extreme Networks, Inc. | com | 30226D106 | 2,748,331 | 150,100 | SH | | SOLE | | 150,100 | 0 | 0 |
Fabrinet | com | G3323L100 | 3,656,193 | 28,515 | SH | | SOLE | | 28,430 | 0 | 85 |
Federal Signal Corp. | com | 313855108 | 2,653,437 | 57,100 | SH | | SOLE | | 57,100 | 0 | 0 |
First Merchants Corporation | com | 320817109 | 1,040,083 | 25,300 | SH | | SOLE | | 25,300 | 0 | 0 |
FirstCash Holdings, Inc | com | 33768G107 | 1,555,689 | 17,900 | SH | | SOLE | | 17,900 | 0 | 0 |
Forward Air Corp. | com | 349853101 | 1,027,922 | 9,800 | SH | | SOLE | | 9,800 | 0 | 0 |
Fox Factory Hldg Corp. | com | 35138V102 | 1,924,953 | 21,100 | SH | | SOLE | | 21,100 | 0 | 0 |
Franklin Covey Co. | com | 353469109 | 2,165,451 | 46,300 | SH | | SOLE | | 46,300 | 0 | 0 |
Franklin Electric | com | 353514102 | 2,121,350 | 26,600 | SH | | SOLE | | 26,600 | 0 | 0 |
Full House Resorts, Inc. | com | 359678109 | 1,667,507 | 221,743 | SH | | SOLE | | 221,743 | 0 | 0 |
Futu Holdings Ltd. | com | 36118L106 | 813,000 | 20,000 | SH | | SOLE | | 20,000 | 0 | 0 |
Guess, Inc | com | 401617105 | 1,822,375 | 88,080 | SH | | SOLE | | 86,800 | 0 | 1,280 |
H&E Equipment Services, Inc. | com | 404030108 | 2,274,540 | 50,100 | SH | | SOLE | | 50,100 | 0 | 0 |
Haemonetics Corp. | com | 405024100 | 1,549,405 | 19,700 | SH | | SOLE | | 19,700 | 0 | 0 |
Halozyme Therapeutics, Inc. | com | 40637H109 | 8,158,891 | 143,390 | SH | | SOLE | | 118,550 | 0 | 24,840 |
Harmonic, Inc. | com | 413160102 | 1,307,380 | 99,800 | SH | | SOLE | | 99,800 | 0 | 0 |
Haynes Intl, Inc. | com | 420877201 | 1,530,615 | 33,500 | SH | | SOLE | | 33,500 | 0 | 0 |
Heritage Financial Corporation | com | 42722X106 | 1,697,456 | 55,400 | SH | | SOLE | | 55,400 | 0 | 0 |
ICF International, Inc. | com | 44925C103 | 4,298,770 | 43,400 | SH | | SOLE | | 43,400 | 0 | 0 |
Impinj, Inc. | com | 453204109 | 12,082,405 | 110,665 | SH | | SOLE | | 95,990 | 0 | 14,675 |
Inmode Ltd. | com | M5425M103 | 3,354,015 | 93,950 | SH | | SOLE | | 83,160 | 0 | 10,790 |
Insperity, Inc. | com | 45778Q107 | 1,556,320 | 13,700 | SH | | SOLE | | 13,700 | 0 | 0 |
Inspire Medical Systems, Inc. | com | 457730109 | 969,738 | 3,850 | SH | | SOLE | | 3,850 | 0 | 0 |
Inter Parfums | com | 458334109 | 2,133,092 | 22,100 | SH | | SOLE | | 22,100 | 0 | 0 |
International Money Express, I | com | 46005L101 | 1,547,495 | 63,500 | SH | | SOLE | | 63,500 | 0 | 0 |
JP Morgan Chase & Company Inc. | com | 46625H100 | 548,349 | 4,089 | SH | | SOLE | | 140 | 0 | 3,949 |
Janus International Group, Inc | com | 47103N106 | 1,240,456 | 130,300 | SH | | SOLE | | 130,300 | 0 | 0 |
Johnson & Johnson | com | 478160104 | 477,883 | 2,705 | SH | | SOLE | | 0 | 0 | 2,705 |
KVH Industries, Inc. | com | 482738101 | 899,360 | 88,000 | SH | | SOLE | | 88,000 | 0 | 0 |
Lantheus Hldgs Inc. | com | 516544103 | 8,405,342 | 164,940 | SH | | SOLE | | 150,020 | 0 | 14,920 |
LeMaitre Vascular, Inc. | com | 525558201 | 994,032 | 21,600 | SH | | SOLE | | 21,600 | 0 | 0 |
Liberty Energy, Inc. | com | 53115L104 | 1,346,441 | 84,100 | SH | | SOLE | | 84,100 | 0 | 0 |
M/I Homes, Inc. | com | 55305B101 | 1,385,400 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
MGP Ingredients, Inc. | com | 55303J106 | 3,563,823 | 33,501 | SH | | SOLE | | 25,600 | 0 | 7,900 |
MINISO Group Holding Limited | com | 66981J102 | 965,700 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
MP Materials Corp. | com | 553368101 | 1,165,440 | 48,000 | SH | | SOLE | | 48,000 | 0 | 0 |
MRC Global, Inc. | com | 55345K103 | 1,388,442 | 119,900 | SH | | SOLE | | 119,900 | 0 | 0 |
Macom Technology Solutions | com | 55405Y100 | 2,418,432 | 38,400 | SH | | SOLE | | 38,400 | 0 | 0 |
Magnolia Oil & Gas Corp. | com | 559663109 | 1,573,495 | 67,100 | SH | | SOLE | | 67,100 | 0 | 0 |
Mastercard, Inc. | com | 57636Q104 | 335,502 | 965 | SH | | SOLE | | 0 | 0 | 965 |
Matador Resources Company | com | 576485205 | 1,734,372 | 30,300 | SH | | SOLE | | 30,300 | 0 | 0 |
Maxlinear, Inc. Class A | com | 57776J100 | 3,851,967 | 113,460 | SH | | SOLE | | 84,720 | 0 | 28,740 |
McDonald's Corporation | com | 580135101 | 220,935 | 838 | SH | | SOLE | | 0 | 0 | 838 |
Mercantile Bank Corp. | com | 587376104 | 1,667,956 | 49,819 | SH | | SOLE | | 28,400 | 0 | 21,419 |
Merit Medical System Inc | com | 589889104 | 2,514,072 | 35,600 | SH | | SOLE | | 35,600 | 0 | 0 |
Microsoft Corp. | com | 594918104 | 732,650 | 3,055 | SH | | SOLE | | 0 | 0 | 3,055 |
Model N, Inc. | com | 607525102 | 5,894,990 | 145,340 | SH | | SOLE | | 121,410 | 0 | 23,930 |
Modine Mfg Co Com | com | 607828100 | 1,717,890 | 86,500 | SH | | SOLE | | 86,500 | 0 | 0 |
Monarch Casino & Resort, Inc. | com | 609027107 | 1,545,489 | 20,100 | SH | | SOLE | | 20,100 | 0 | 0 |
Murphy USA, Inc. | com | 626755102 | 810,666 | 2,900 | SH | | SOLE | | 2,900 | 0 | 0 |
NOV, Inc. | com | 62955J103 | 1,687,912 | 80,800 | SH | | SOLE | | 80,800 | 0 | 0 |
NV5 Global, Inc | com | 62945V109 | 1,561,376 | 11,800 | SH | | SOLE | | 11,800 | 0 | 0 |
NerdWallet, Inc. | com | 64082B102 | 1,688,640 | 175,900 | SH | | SOLE | | 175,900 | 0 | 0 |
Newmont Mining | com | 651639106 | 277,924 | 5,888 | SH | | SOLE | | 400 | 0 | 5,488 |
Nine Energy Service, Inc. | com | 65441V101 | 1,439,923 | 99,100 | SH | | SOLE | | 99,100 | 0 | 0 |
Novanta, Inc. | com | 67000B104 | 665,763 | 4,900 | SH | | SOLE | | 4,900 | 0 | 0 |
O-I Glass, Inc. | com | 67098H104 | 1,713,338 | 103,400 | SH | | SOLE | | 103,400 | 0 | 0 |
OOMA Inc. | com | 683416101 | 830,820 | 61,000 | SH | | SOLE | | 61,000 | 0 | 0 |
OneSpan, Inc. | com | 68287N100 | 2,427,111 | 216,900 | SH | | SOLE | | 216,900 | 0 | 0 |
Option Care Health Inc. | com | 68404L201 | 1,970,895 | 65,500 | SH | | SOLE | | 65,500 | 0 | 0 |
Oxford Inds, Inc. | com | 691497309 | 1,630,650 | 17,500 | SH | | SOLE | | 17,500 | 0 | 0 |
PDC Energy, Inc. | com | 69327R101 | 2,393,542 | 37,705 | SH | | SOLE | | 23,960 | 0 | 13,745 |
Patterson-Uti Energy, Inc. | com | 703481101 | 2,342,444 | 139,100 | SH | | SOLE | | 139,100 | 0 | 0 |
Pdf Solutions, Inc. | com | 693282105 | 858,452 | 30,100 | SH | | SOLE | | 30,100 | 0 | 0 |
Perion Network, Ltd. | com | M78673114 | 6,259,220 | 247,400 | SH | | SOLE | | 247,400 | 0 | 0 |
Photronics, Inc. | com | 719405102 | 1,965,744 | 116,800 | SH | | SOLE | | 116,800 | 0 | 0 |
Pinduoduo Inc. | com | 722304102 | 2,854,250 | 35,000 | SH | | SOLE | | 35,000 | 0 | 0 |
Playa Hotels & Resorts N.V. | com | N70544106 | 1,855,173 | 284,100 | SH | | SOLE | | 284,100 | 0 | 0 |
Preferred Bank | com | 740367404 | 2,253,524 | 30,200 | SH | | SOLE | | 30,200 | 0 | 0 |
Quaker Chemical Corporation | com | 747316107 | 1,936,040 | 11,600 | SH | | SOLE | | 11,600 | 0 | 0 |
RF Industries Ltd. | com | 749552105 | 324,334 | 63,100 | SH | | SOLE | | 63,100 | 0 | 0 |
RPC, Inc. | com | 749660106 | 2,603,881 | 292,900 | SH | | SOLE | | 237,500 | 0 | 55,400 |
Resmed Inc. | com | 761152107 | 301,789 | 1,450 | SH | | SOLE | | 0 | 0 | 1,450 |
Rocky Brands, Inc. | com | 774515100 | 850,320 | 36,000 | SH | | SOLE | | 36,000 | 0 | 0 |
SP Plus Corporation | com | 78469C103 | 2,347,072 | 67,600 | SH | | SOLE | | 67,600 | 0 | 0 |
Scansource, Inc. | com | 806037107 | 1,367,496 | 46,800 | SH | | SOLE | | 46,800 | 0 | 0 |
SeaWorld Entertainment Inc. | com | 81282v100 | 3,060,772 | 57,200 | SH | | SOLE | | 42,120 | 0 | 15,080 |
ShockWave Medical, Inc. | com | 82489T104 | 1,058,892 | 5,150 | SH | | SOLE | | 5,150 | 0 | 0 |
Silicon Laboratories, Inc. | com | 826919102 | 1,580,556 | 11,650 | SH | | SOLE | | 11,650 | 0 | 0 |
Sterling Construction Co., Inc | com | 859241101 | 2,643,680 | 80,600 | SH | | SOLE | | 80,600 | 0 | 0 |
SunOpta, Inc. | com | 8676EP108 | 2,216,344 | 262,600 | SH | | SOLE | | 262,600 | 0 | 0 |
Super Micro Computer Inc. | com | 86800U104 | 9,953,804 | 121,240 | SH | | SOLE | | 91,800 | 0 | 29,440 |
Synaptics, Inc. | com | 87157D109 | 3,464,776 | 36,410 | SH | | SOLE | | 30,190 | 0 | 6,220 |
Tactile Sys Technology, Inc. | com | 87357P100 | 2,344,216 | 204,200 | SH | | SOLE | | 204,200 | 0 | 0 |
Tal Education Group ADR | com | 874080104 | 669,750 | 95,000 | SH | | SOLE | | 95,000 | 0 | 0 |
Tencent Music Entertainment | com | 88034P109 | 1,449,000 | 175,000 | SH | | SOLE | | 175,000 | 0 | 0 |
Texas Roadhouse | com | 882681109 | 864,025 | 9,500 | SH | | SOLE | | 9,500 | 0 | 0 |
The Chefs Warehouse, Inc. | com | 163086101 | 2,226,432 | 66,900 | SH | | SOLE | | 66,900 | 0 | 0 |
The Travelers Co., Inc. | com | 89417E109 | 417,464 | 2,227 | SH | | SOLE | | 0 | 0 | 2,227 |
Titan Int'l Inc. | com | 88830M102 | 3,450,064 | 225,200 | SH | | SOLE | | 225,200 | 0 | 0 |
Titan Machinery, Inc. | com | 88830R101 | 1,573,308 | 39,600 | SH | | SOLE | | 39,600 | 0 | 0 |
Titan Oil & Gas, Inc. | com | 888309101 | 0 | 10,000 | SH | | SOLE | | 0 | 0 | 10,000 |
Topgolf Callaway Brands Corp. | com | 131193104 | 1,655,050 | 83,800 | SH | | SOLE | | 83,800 | 0 | 0 |
TransMedics Group, Inc. | com | 89377M109 | 5,085,728 | 82,400 | SH | | SOLE | | 82,400 | 0 | 0 |
UFP Industries, Inc. | com | 90278Q108 | 1,164,975 | 14,700 | SH | | SOLE | | 14,700 | 0 | 0 |
UNUM Group | com | 91529Y106 | 1,189,870 | 29,000 | SH | | SOLE | | 29,000 | 0 | 0 |
Ultra Clean Holdings | com | 90385V107 | 2,250,885 | 67,900 | SH | | SOLE | | 67,900 | 0 | 0 |
Univar Solutions, Inc. | com | 91336L107 | 1,726,740 | 54,300 | SH | | SOLE | | 54,300 | 0 | 0 |
V2X, Inc. | com | 92242T101 | 2,068,629 | 50,100 | SH | | SOLE | | 50,100 | 0 | 0 |
VSE Corp. | com | 918284100 | 1,223,568 | 26,100 | SH | | SOLE | | 26,100 | 0 | 0 |
Veracyte, Inc. | com | 92337F107 | 2,192,652 | 92,400 | SH | | SOLE | | 92,400 | 0 | 0 |
Veritiv Corp. | com | 923454102 | 7,563,303 | 62,142 | SH | | SOLE | | 62,142 | 0 | 0 |
Viad Corp. | com | 92552R406 | 1,246,329 | 51,100 | SH | | SOLE | | 51,100 | 0 | 0 |
Vishay Precision Group | com | 92835K103 | 1,685,140 | 43,600 | SH | | SOLE | | 43,600 | 0 | 0 |
Visteon Corp. | com | 92839U206 | 2,930,592 | 22,400 | SH | | SOLE | | 22,400 | 0 | 0 |
Wal Mart Stores Inc. | com | 931142103 | 224,807 | 1,585 | SH | | SOLE | | 0 | 0 | 1,585 |
Washington Federal, Inc. | com | 938824109 | 1,449,360 | 43,200 | SH | | SOLE | | 43,200 | 0 | 0 |
Xenacare Hldgs, Inc. | com | 98401A106 | 0 | 140,000 | SH | | SOLE | | 0 | 0 | 140,000 |
Yum China Hldgs, Inc. | com | 98850P109 | 573,825 | 10,500 | SH | | SOLE | | 10,500 | 0 | 0 |
SPDR S&P 500 ETF Trust | com | 78462F103 | 1,366,909 | 3,574 | SH | | SOLE | | 0 | 0 | 3,574 |