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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aerojet Rocketdyne Holdings COM 007800105 70,576 1,397,272 SH   SOLE   1,106,384 0 290,888
Aerojet Rocketdyne Holdings COM 007800105 2,061 40,811 SH   OTR 4 40,811 0 0
Amdocs LTD COM G02602103 73,859 1,117,216 SH   SOLE   584,259 0 532,957
Amerisafe Inc. COM 03071H100 14,689 222,187 SH   SOLE   178,483 0 43,704
Amerisafe Inc. COM 03071H100 1,021 15,441 SH   OTR 4 15,441 0 0
Ares Capital Corp. COM 04010L103 16,722 897,354 SH   SOLE   706,016 0 191,338
Ares Capital Corp. COM 04010L103 950 50,956 SH   OTR 4 50,956 0 0
Autozone Inc. COM 053332102 185,380 170,917 SH   SOLE   101,357 0 69,560
Bristol-Myers Squibb Co. COM 110122108 422 8,312 SH   SOLE   8,312 0 0
Brookfield Asset Mgmt Inc. Cla COM 112585104 80,817 1,522,265 SH   SOLE   773,514 0 748,751
Brookfield Infrast Partners LP COM G16252101 256 5,167 SH   SOLE   5,167 0 0
Cardtronics PLC Cl A COM G1991C105 15,890 525,475 SH   SOLE   411,541 0 113,934
Cardtronics PLC Cl A COM G1991C105 1,060 35,060 SH   OTR 4 35,060 0 0
CGI Inc COM 12532H104 118,875 1,502,084 SH   SOLE   892,130 0 609,954
CoreCivic Inc COM 21871N101 26,066 1,508,451 SH   SOLE   1,287,095 0 221,356
CoreCivic Inc COM 21871N101 427 24,735 SH   OTR 4 24,735 0 0
Discovery Inc Cl A COM 25470F104 113,250 4,252,705 SH   SOLE   2,374,130 0 1,878,575
Discovery Inc Cl C COM 25470F302 3,198 129,908 SH   SOLE   129,908 0 0
Dish Network Corp Class A COM 25470M109 64,405 1,890,369 SH   SOLE   949,942 0 940,427
Dorman Products Inc COM 258278100 19,112 240,280 SH   SOLE   181,235 0 59,045
Dorman Products Inc COM 258278100 1,155 14,526 SH   OTR 4 14,526 0 0
Enersys Inc COM 29275Y102 49,935 757,275 SH   SOLE   592,250 0 165,025
Enersys Inc COM 29275Y102 1,511 22,913 SH   OTR 4 22,913 0 0
Evoqua Water Technologies Corp COM 30057T105 36,487 2,143,755 SH   SOLE   1,698,370 0 445,385
Evoqua Water Technologies Corp COM 30057T105 2,253 132,380 SH   OTR 4 132,380 0 0
FedEx Corp. COM 31428X106 59,748 410,442 SH   SOLE   210,267 0 200,175
First Horizon Natl Corp COM 320517105 328 20,217 SH   SOLE   20,217 0 0
FirstCash Inc COM 33767D105 23,974 261,520 SH   SOLE   200,285 0 61,235
FirstCash Inc COM 33767D105 1,545 16,858 SH   OTR 4 16,858 0 0
Fiserv Inc COM 337738108 136,416 1,316,884 SH   SOLE   815,481 0 501,403
Flowserve Corp COM 34354P105 15,538 332,650 SH   SOLE   261,150 0 71,500
FMC Corp COM 302491303 116,655 1,330,464 SH   SOLE   765,446 0 565,018
Hanesbrands Inc. COM 410345102 90,535 5,909,585 SH   SOLE   3,264,228 0 2,645,357
Haynes International Inc COM 420877201 7,866 219,476 SH   SOLE   172,600 0 46,876
Haynes International Inc COM 420877201 510 14,227 SH   OTR 4 14,227 0 0
Howard Hughes Corp COM 44267D107 134,367 1,036,785 SH   SOLE   643,435 0 393,350
Howard Hughes Corp COM 44267D107 1,940 14,970 SH   OTR 4 14,970 0 0
International Business Machine COM 459200101 218 1,500 SH   SOLE   1,500 0 0
Kemper Corp COM 488401100 28,607 366,989 SH   SOLE   295,968 0 71,021
Kemper Corp COM 488401100 1,646 21,118 SH   OTR 4 21,118 0 0
Kinder Morgan Inc COM 49456B101 265 12,856 SH   SOLE   12,856 0 0
Liberty SiriusXM Group COM 531229607 70,588 1,682,274 SH   SOLE   610,464 0 1,071,810
Livent Corp COM 53814L108 12,995 1,942,436 SH   SOLE   1,267,708 0 674,728
Livent Corp COM 53814L108 342 51,175 SH   OTR 4 51,175 0 0
LKQ Corp COM 501889208 91,008 2,893,746 SH   SOLE   1,602,712 0 1,291,034
Marriott Vacations Worldwide C COM 57164Y107 21,132 203,954 SH   SOLE   159,308 0 44,646
Marriott Vacations Worldwide C COM 57164Y107 1,358 13,103 SH   OTR 4 13,103 0 0
MSC Industrial Direct Co-A COM 553530106 119,671 1,649,945 SH   SOLE   1,008,379 0 641,566
MSC Industrial Direct Co-A COM 553530106 1,152 15,877 SH   OTR 4 15,877 0 0
MTS Systems Corp COM 553777103 13,972 252,879 SH   SOLE   189,932 0 62,947
MTS Systems Corp COM 553777103 874 15,813 SH   OTR 4 15,813 0 0
Nielsen Holdings PLC COM G6518L108 97,202 4,574,231 SH   SOLE   2,567,415 0 2,006,816
OneSpaWorld Holdings Ltd COM P73684113 33,119 2,132,590 SH   SOLE   1,724,735 0 407,855
OneSpaWorld Holdings Ltd COM P73684113 1,845 118,831 SH   OTR 4 118,831 0 0
Open Text Corp COM 683715106 192,300 4,712,086 SH   SOLE   2,655,568 0 2,056,518
Perspecta Inc. COM 715347100 19,576 749,470 SH   SOLE   584,195 0 165,275
Perspecta Inc. COM 715347100 1,257 48,115 SH   OTR 4 48,115 0 0
Playa Hotels & Resorts COM N70544106 22,263 2,843,267 SH   SOLE   2,198,657 0 644,610
Playa Hotels & Resorts COM N70544106 1,395 178,126 SH   OTR 4 178,126 0 0
Qurate Retail Inc COM 74915M100 33,343 3,232,482 SH   SOLE   1,640,759 0 1,591,723
Rush Enterprises Inc Class A COM 781846209 21,929 568,395 SH   SOLE   445,120 0 123,275
Rush Enterprises Inc Class A COM 781846209 1,379 35,739 SH   OTR 4 35,739 0 0
Service Corp International COM 817565104 57,200 1,196,396 SH   SOLE   775,685 0 420,711
Sirius XM Holdings Inc. COM 82968B103 25,638 4,098,813 SH   SOLE   4,098,813 0 0
Stanley Black & Decker COM 854502101 81,647 565,386 SH   SOLE   266,633 0 298,753
TEGNA Inc. COM 87901J105 149,603 9,633,143 SH   SOLE   5,941,230 0 3,691,913
TEGNA Inc. COM 87901J105 1,817 117,014 SH   OTR 4 117,014 0 0
Thermo Fisher Scientific Inc. COM 883556102 159,721 548,359 SH   SOLE   355,282 0 193,077
Thermon Group Holding Inc COM 88362T103 13,033 567,134 SH   SOLE   445,786 0 121,348
Thermon Group Holding Inc COM 88362T103 975 42,410 SH   OTR 4 42,410 0 0
UniFirst Corp COM 904708104 25,707 131,749 SH   SOLE   102,181 0 29,568
UniFirst Corp COM 904708104 1,637 8,389 SH   OTR 4 8,389 0 0
ViaSat Inc COM 92552V100 116,127 1,541,783 SH   SOLE   1,027,283 0 514,500
ViaSat Inc COM 92552V100 1,853 24,597 SH   OTR 4 24,597 0 0
Wesco Intl Inc COM 95082P105 11,667 244,228 SH   SOLE   183,225 0 61,003
Wesco Intl Inc COM 95082P105 598 12,526 SH   OTR 4 12,526 0 0
Willis Towers Watson PLC COM G96629103 51,082 264,714 SH   SOLE   152,751 0 111,963
WW International Inc. COM 98262P101 26,944 712,415 SH   SOLE   554,715 0 157,700
WW International Inc. COM 98262P101 1,704 45,047 SH   OTR 4 45,047 0 0
Xylem Inc. COM 98419M100 57,812 726,093 SH   SOLE   467,560 0 258,533
Zebra Technologies Corp Cl A COM 989207105 206,490 1,000,581 SH   SOLE   646,512 0 354,069
Zebra Technologies Corp Cl A COM 989207105 2,243 10,871 SH   OTR 4 10,871 0 0
iShares - Barclays 1-3 Yr US T MF 464287457 851 10,035 SH   SOLE   10,035 0 0
iShares Short-Term Corporate B MF 464288646 3,581 66,730 SH   SOLE   66,730 0 0
SPDR Bloomberg Barclays High Y MF 78468R622 486 4,466 SH   SOLE   4,466 0 0
Virtus Investment Partners Inc MF 92837F599 143 11,998 SH   SOLE   11,998 0 0
iShares - Dow Jones Select Div MF 464287168 1,825 17,900 SH   SOLE   17,900 0 0
iShares - Russell 2000 MF 464287655 9,423 62,265 SH   SOLE   62,265 0 0
iShares - Russell 2000 Value MF 464287630 8,491 71,110 SH   SOLE   2,840 0 68,270
iShares - Russell 2000 Value MF 464287630 609 5,100 SH   OTR 4 5,100 0 0
iShares - Russell 3000 MF 464287689 9,548 54,945 SH   SOLE   0 0 54,945
iShares - Russell Mid Cap MF 464287499 598 10,680 SH   SOLE   10,680 0 0
iShares - Russell Midcap Value MF 464287473 23,125 257,799 SH   SOLE   0 0 257,799