Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RMR	RMR GROUP INC/THE - A	727,001	$33.06M	15.5%	$29.57	-12.0%	COM	74967R106
ACM	AECOM	535,756	$20.12M	9.4%	$29.23	+18.5%	COM	00766T100
—	HILL INTERNATIONAL INC	6,222,016	$18.41M	8.6%	$3.07	—	COM	431466101
PWR	QUANTA SVCS INC COM STK	478,433	$18.09M	8.5%	$35.53	+0.1%	COM	74762E102
DELL	DELL TECHNOLOGIES -C	330,070	$17.08M	8.0%	$28.09	-13.5%	COM	24703L202
—	RECRO PHARMA INC	1,104,546	$12.24M	5.7%	$6.63	—	COM	75629F109
HBIO	HARVARD BIOSCIENCE INC COM STK	3,542,852	$10.54M	4.9%	$2.72	-8.6%	COM	416906105
—	CARE COM INC	795,356	$8.311M	3.9%	$10.45	—	COM	141633107
KBR	KBR INC	271,003	$6.667M	3.1%	$17.77	+32.5%	COM	48242W106
—	UNIVAR INC	300,358	$6.296M	2.9%	$21.99	—	COM	91336L107
NXST	NEXSTAR MEDIA GROUP INC	59,158	$6.052M	2.8%	$51.53	+61.5%	COM	65336K103
—	CARBONITE INC	387,799	$6.007M	2.8%	$15.49	—	COM	141337105
BC	BRUNSWICK CORP COM STK	96,719	$5.041M	2.4%	$42.53	-0.6%	COM	117043109
—	WSCO ARCRFT HLDS	440,696	$4.858M	2.3%	$11.09	—	COM	950814103
KKR	KKR & CO INC	170,000	$4.565M	2.1%	$22.27	+10.8%	COM	48251W104
—	EVERI HOLDINGS INC	539,016	$4.56M	2.1%	$5.20	—	COM	30034T103
BLBD	BLUE BIRD CORP COM STK	194,700	$3.706M	1.7%	$18.63	+2.4%	COM	095306106
—	PFSWEB INC COM STK	1,344,052	$3.347M	1.6%	$8.14	—	COM	717098206
TPC	TUTOR PERINI CORP COM STK	220,710	$3.163M	1.5%	$12.21	0.0%	COM	901109108
—	REV GROUP INC	261,437	$3.156M	1.5%	$14.83	—	COM	749527107
—	SPARK NETWORKS SE-ADR	487,704	$2.697M	1.3%	$5.53	—	COM	846517100
WH	WYNDHAM HOTELS & RESORTS INC	51,221	$2.65M	1.2%	$57.33	-4.6%	COM	98311A105
—	VERINT SYS INC COM STK	60,000	$2.567M	1.2%	$42.78	—	COM	92343X100
—	POTBELLY CORP	418,808	$1.881M	0.9%	$6.07	—	COM	73754Y100
—	ELDORADO RESORTS LLC	35,000	$1.395M	0.7%	$43.40	—	COM	28470R102
GTN	GRAY TELEVISION INC COM STK	70,400	$1.149M	0.5%	$14.82	+10.9%	COM	389375106
—	INNERWORKINGS INC	217,339	$963K	0.5%	$8.60	—	COM	45773Y105
—	IAC / INTERACTIVECORP COM STK	4,000	$872K	0.4%	$217.50	—	COM	44919P508
MGM	MGM RESORT INTL COM STK	29,389	$840K	0.4%	$26.74	+5.7%	COM	552953101
—	SELECT INTERIOR CONCEPTS-A	58,351	$757K	0.4%	$12.97	—	COM	816120307
RBBN	RIBBON COMMUNICATIONS INC	130,088	$684K	0.3%	$7.48	-29.8%	COM	762544104
LKQ	LKQ CORP COM STK	10,498	$330K	0.2%	$25.13	-2.3%	COM	501889208
ON	ON SEMICONDUCTOR CORP / SEMIC COM STK	14,871	$288K	0.1%	$23.32	-17.5%	COM	682189105
—	SIERRA WIRELESS INC	18,337	$196K	0.1%	$12.71	—	COM	826516106
—	ATENTO S A	65,189	$178K	0.1%	$4.73	—	COM	L0427L105
MG	MISTRAS GROUP INC	11,894	$171K	0.1%	$18.86	-18.6%	COM	60649T107
AZZ	AZZ INC COM STK	3,705	$161K	0.1%	$39.98	-0.1%	COM	002474104
—	EXTENDED STAY AM	9,981	$146K	0.1%	$15.65	—	COM	30224P200
PLCE	CHILDREN'S PLACE INCCOM STK	1,864	$144K	0.1%	$91.18	-3.4%	COM	168905107
—	JACOBS ENGR GROUP INC COM STK	1,697	$143K	0.1%	$59.14	—	COM	469814107
—	RED LION HOTELS CORP COM STK	13,905	$90,000	0.0%	$6.47	—	COM	756764106
SCHL	SCHOLASTIC CORP COM STK	2,479	$82,000	0.0%	$31.91	-5.5%	COM	807066105
—	HANESBRANDS	5,038	$79,000	0.0%	$23.34	—	COM	410345102
—	BED BATH BEYOND INC COM STK	5,789	$67,000	0.0%	$11.63	—	COM	075896100
FLEX	FLEX LTD COM STK	6,095	$64,000	0.0%	$11.22	-31.5%	COM	Y2573F102
KMDA	KAMADA LTD COM STK	10,253	$55,000	0.0%	$5.56	-3.6%	COM	M6240T109
—	NAUTILUS INC COM STK	31,944	$43,000	0.0%	$13.44	—	COM	63910B102
—	AMBER ROAD INC EAST RUTHERFOR COM STK	1,044	$14,000	0.0%	$8.63	—	COM	02318Y108