The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGCO Corp. COM 001084102   41,767,711 344,022 SH   SOLE   309,871 0 34,151
Armstrong World Industries Inc COM 04247X102   38,705,733 393,671 SH   SOLE   353,775 0 39,896
Belden Inc COM 077454106   41,299,241 534,618 SH   SOLE   484,050 0 50,568
Boot Barn Holdings Inc COM 099406100   38,026,827 495,399 SH   SOLE   440,365 0 55,034
Broadridge Financial Solutions COM 11133T103   10,893,434 52,945 SH   SOLE   25,815 0 27,130
Darling Ingredients Inc. COM 237266101   58,218,602 1,168,110 SH   SOLE   1,049,298 0 118,812
Dorman Products Inc COM 258278100   29,042,278 348,187 SH   SOLE   346,515 0 1,672
Dycom Industries Inc COM 267475101   64,342,100 559,059 SH   SOLE   502,762 0 56,297
Enerpac Tool Group COM 292765104   40,243,362 1,294,415 SH   SOLE   1,285,957 0 8,458
Floor & Decor Holdings COM 339750101   2,599,125 23,298 SH   SOLE   11,356 0 11,942
IDEX Corp. COM 45167R104   4,182,190 19,263 SH   SOLE   9,304 0 9,959
Ingevity Corp COM 45688C107   35,137,110 744,115 SH   SOLE   668,134 0 75,981
Live Oak Bancshares Inc COM 53803X105   38,861,095 854,090 SH   SOLE   848,557 0 5,533
Louisiana-Pacific Corp COM 546347105   40,846,032 576,677 SH   SOLE   515,361 0 61,316
Malibu Boats Inc COM 56117J100   24,797,553 452,345 SH   SOLE   450,286 0 2,059
MGP Ingredients Inc COM 55303J106   46,369,522 470,661 SH   SOLE   423,258 0 47,403
Murphy USA Inc. COM 626755102   31,914,616 89,507 SH   SOLE   80,463 0 9,044
Polaris Inc. COM 731068102   30,620,187 323,100 SH   SOLE   288,586 0 34,514
Russell 2000 Index Fund COM 464287655   6,292,259 31,350 SH   SOLE   31,201 0 149
S&P Midcap 400 Dep Rec Spdrs COM 78467Y107   223,247 440 SH   SOLE   440 0 0
SEI Investments Co COM 784117103   4,916,228 77,360 SH   SOLE   18,932 0 58,428
Stepan Co COM 858586100   28,968,229 306,380 SH   SOLE   304,989 0 1,391
The Boston Beer Co Inc COM 100557107   37,051,395 107,212 SH   SOLE   95,677 0 11,535
The Brink's Co. COM 109696104   40,511,265 460,617 SH   SOLE   413,803 0 46,814
Thor Industries Inc. COM 885160101   32,172,751 272,074 SH   SOLE   243,830 0 28,244
Timken Co. COM 887389104   40,799,155 509,035 SH   SOLE   458,082 0 50,953
Trex Co COM 89531P105   5,133,394 62,005 SH   SOLE   30,219 0 31,786
US Physical Therapy Inc COM 90337L108   44,633,992 479,214 SH   SOLE   432,788 0 46,426
Watsco Inc COM 942622200   8,902,750 20,778 SH   SOLE   10,043 0 10,735