Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PWR	QUANTA SVCS INC COM STK	675,583	$20.34M	11.9%	$31.71	0.0%	COM	74762E102
—	HILL INTERNATIONAL INC	5,555,256	$17.11M	10.0%	$3.08	—	COM	431466101
REZI	RESIDEO TECHNOLOGIESINC	704,868	$14.48M	8.5%	$21.34	0.0%	COM	76118Y104
NXST	NEXSTAR MEDIA GROUP INC	145,519	$11.44M	6.7%	$51.53	+24.5%	COM	65336K103
—	EVERI HOLDINGS INC	1,764,675	$9.088M	5.3%	$5.20	—	COM	30034T103
ACM	AECOM	288,321	$7.641M	4.5%	$29.77	-1.7%	COM	00766T100
—	RECRO PHARMA INC	872,494	$6.195M	3.6%	$6.64	—	COM	75629F109
—	PFSWEB INC COM STK	1,169,727	$6.001M	3.5%	$8.81	—	COM	717098206
MG	MISTRAS GROUP INC	415,026	$5.968M	3.5%	$18.86	-6.8%	COM	60649T107
—	SHUTTERFLY INC COM STK	147,291	$5.93M	3.5%	$55.81	—	COM	82568P304
KBR	KBR INC	364,018	$5.526M	3.2%	$17.12	0.0%	COM	48242W106
—	FIAT CHRYSLER AUTOMOBILES NV COM	381,300	$5.514M	3.2%	$17.11	—	COM	N31738102
OTEX	OPEN TEXT CORP COM	147,906	$4.822M	2.8%	$28.30	-0.1%	COM	683715106
—	INNERWORKINGS INC	1,212,042	$4.533M	2.7%	$8.60	—	COM	45773Y105
—	EXTENDED STAY AM	284,681	$4.413M	2.6%	$15.60	—	COM	30224P200
—	ALTABA INC	71,757	$4.158M	2.4%	$54.48	—	COM	021346101
WH	WYNDHAM HOTELS & RESORTS INC	90,000	$4.083M	2.4%	$58.20	-16.7%	COM	98311A105
—	CELESTICA INC CAD SUB VTG SHS	440,538	$3.864M	2.3%	$10.44	—	COM	15101Q108
—	STARTEK INC COM STK	530,046	$3.525M	2.1%	$3.58	—	COM	85569C107
—	NEXEO SOLUTIONS, INC. COMMON STOCK BUSIN	390,955	$3.358M	2.0%	$9.29	—	COM	65342H102
—	TEAM INC COM STK	220,572	$3.231M	1.9%	$14.64	—	COM	878155100
—	REV GROUP INC	299,292	$2.248M	1.3%	$14.83	—	COM	749527107
RBBN	RIBBON COMMUNICATIONS INC	455,338	$2.195M	1.3%	$7.48	-22.5%	COM	762544104
—	BRIGHTCOVE INC	265,440	$1.869M	1.1%	$6.99	—	COM	10921T101
AMCX	AMC NETWORK CL A	31,000	$1.701M	1.0%	$56.40	+3.7%	COM	00164V103
—	SPX FLOW INC	54,740	$1.665M	1.0%	$30.42	—	COM	78469X107
—	STERICYCLE INC COM STK	41,794	$1.533M	0.9%	$37.43	—	COM	858912108
LEA	LEAR CORP	9,920	$1.219M	0.7%	$115.32	0.0%	COM	521865204
GTN	GRAY TELEVISION INC COM STK	80,400	$1.185M	0.7%	$14.82	+17.1%	COM	389375106
ITRI	ITRON INC COM STK	20,000	$946K	0.6%	$52.86	0.0%	COM	465741106
—	POTBELLY CORP	104,428	$841K	0.5%	$8.05	—	COM	73754Y100
—	TECH DATA CORP COM STK	8,695	$711K	0.4%	$74.33	—	COM	878237106
—	JACOBS ENGR GROUP INC COM STK	8,100	$474K	0.3%	$59.14	—	COM	469814107
—	TREEHOUSE FOODS INC COM STK	7,200	$365K	0.2%	$49.42	—	COM	89469A104
—	NAUTILUS INC COM STK	31,944	$348K	0.2%	$13.44	—	COM	63910B102
CNDT	CONDUENT INC	25,000	$266K	0.2%	$15.52	+0.4%	COM	206787103
FUL	FULLER H B CO COM STK	6,000	$256K	0.2%	$46.76	-11.8%	COM	359694106
ON	ON SEMICONDUCTOR CORP / SEMIC COM STK	12,300	$203K	0.1%	$24.17	-28.5%	COM	682189105
—	COREPOINT LODGING INC	15,150	$186K	0.1%	$25.87	—	COM	21872L104
AZZ	AZZ INC COM STK	3,705	$150K	0.1%	$39.98	+2.2%	COM	002474104
BLBD	BLUE BIRD CORP COM STK	8,136	$148K	0.1%	$15.78	+23.4%	COM	095306106
BXC	BLUELINX HOLDINGS INC ATLANTA COM STK	5,800	$143K	0.1%	$18.58	+32.0%	COM	09624H208
—	ATENTO S A	25,103	$101K	0.1%	$8.21	—	COM	L0427L105
—	SIERRA WIRELESS INC	6,290	$84,000	0.0%	$13.35	—	COM	826516106
OPTU	ALTICE USA INC. - A	5,000	$83,000	0.0%	$20.48	-15.1%	COM	02156K103
—	HANESBRANDS	4,300	$54,000	0.0%	$24.65	—	COM	410345102
FLEX	FLEX LTD COM STK	6,095	$46,000	0.0%	$11.22	-37.8%	COM	Y2573F102
—	TRINITY BIOTECH PLC ADR	4,295	$10,000	0.0%	$5.12	—	COM	896438306