The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| Acushnet Holdings Corp. | COM | 005098108 | 17,696,954 | 278,780 | SH | SOLE | 148,765 | 60,295 | 69,720 | |||
| Adtalem Global Education Corp. | COM | 00737L103 | 8,906,862 | 130,580 | SH | SOLE | 76,185 | 21,580 | 32,815 | |||
| Alamo Group Inc. | COM | 011311107 | 25,736,518 | 148,766 | SH | SOLE | 78,355 | 33,255 | 37,156 | |||
| Atlantica Sustainable Infrastructure | SHS | G0751N103 | 15,461,009 | 704,374 | SH | SOLE | 376,806 | 189,835 | 137,733 | |||
| Axcelis Technologies Inc. | COM | 054540208 | 24,514,267 | 172,405 | SH | SOLE | 92,400 | 38,825 | 41,180 | |||
| Cavco Industries Inc. | COM | 149568107 | 6,087,399 | 17,585 | SH | SOLE | 9,665 | 4,095 | 3,825 | |||
| CBIZ Inc. | COM | 124805102 | 49,071,984 | 662,240 | SH | SOLE | 347,155 | 146,890 | 168,195 | |||
| Celestica Inc. | COM | 15101Q207 | 26,725,239 | 466,165 | SH | SOLE | 248,095 | 100,310 | 117,760 | |||
| Century Communities Inc. | COM | 156504300 | 31,813,756 | 389,588 | SH | SOLE | 210,453 | 83,080 | 96,055 | |||
| Columbus McKinnon Corp. | COM | 199333105 | 15,061,478 | 436,059 | SH | SOLE | 218,375 | 95,450 | 122,234 | |||
| Comfort Systems USA Inc. | COM | 199908104 | 30,824,083 | 101,355 | SH | SOLE | 53,151 | 22,045 | 26,159 | |||
| Crane NXT Co. | COM | 224441105 | 29,603,212 | 481,980 | SH | SOLE | 252,670 | 105,290 | 124,020 | |||
| Donnelley Financial Solutions Inc. | COM | 25787G100 | 21,594,960 | 362,210 | SH | SOLE | 193,050 | 80,445 | 88,715 | |||
| Dycom Industries Inc. | COM | 267475101 | 52,398,292 | 310,490 | SH | SOLE | 164,955 | 70,180 | 75,355 | |||
| Encore Wire Corp. | COM | 292562105 | 11,045,421 | 38,110 | SH | SOLE | 19,895 | 9,885 | 8,330 | |||
| Exlservice Holdings Inc. | COM | 302081104 | 36,329,149 | 1,158,455 | SH | SOLE | 616,350 | 259,995 | 282,110 | |||
| Fabrinet | SHS | G3323L100 | 20,741,546 | 84,732 | SH | SOLE | 44,982 | 17,985 | 21,765 | |||
| Federal Signal Corp. | COM | 313855108 | 41,339,757 | 494,081 | SH | SOLE | 262,099 | 108,500 | 123,482 | |||
| FormFactor Inc. | COM | 346375108 | 23,833,990 | 393,755 | SH | SOLE | 202,830 | 99,380 | 91,545 | |||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 17,114,454 | 578,191 | SH | SOLE | 311,234 | 121,655 | 145,302 | |||
| Huron Consulting Group Inc. | COM | 447462102 | 25,849,355 | 262,430 | SH | SOLE | 138,670 | 60,905 | 62,855 | |||
| ICF International Inc. | COM | 44925C103 | 41,582,904 | 280,095 | SH | SOLE | 146,810 | 62,995 | 70,290 | |||
| Interdigital Inc. | COM | 45867G101 | 36,106,791 | 309,770 | SH | SOLE | 163,175 | 72,100 | 74,495 | |||
| Korn Ferry | COM | 500643200 | 23,942,460 | 356,605 | SH | SOLE | 191,305 | 79,360 | 85,940 | |||
| Lakeland Financial Corp. | COM | 511656100 | 33,142,977 | 538,735 | SH | SOLE | 283,533 | 119,809 | 135,393 | |||
| Limbach Holdings Inc. | COM | 53263P105 | 27,227,911 | 478,270 | SH | SOLE | 257,880 | 102,355 | 118,035 | |||
| McGrath RentCorp | COM | 580589109 | 9,906,486 | 92,975 | SH | SOLE | 47,045 | 21,560 | 24,370 | |||
| Meritage Homes Corp. | COM | 59001A102 | 10,976,667 | 67,820 | SH | SOLE | 35,800 | 14,790 | 17,230 | |||
| Modine Manufacturing Co. | COM | 607828100 | 19,622,712 | 195,855 | SH | SOLE | 104,795 | 40,940 | 50,120 | |||
| MYR Group Inc. | COM | 55405W104 | 28,706,601 | 211,529 | SH | SOLE | 112,103 | 43,144 | 56,282 | |||
| NV5 Global Inc. | COM | 62945V109 | 20,141,114 | 216,641 | SH | SOLE | 112,056 | 48,625 | 55,960 | |||
| OSI Systems Inc. | COM | 671044105 | 46,582,150 | 338,730 | SH | SOLE | 180,692 | 75,230 | 82,808 | |||
| Primo Water Corp. | COM | 74167P108 | 26,077,778 | 1,192,945 | SH | SOLE | 642,185 | 262,280 | 288,480 | |||
| Silicon Motion Technology Corp. | SPONSORED ADR | 82706C108 | 17,246,416 | 212,945 | SH | SOLE | 115,865 | 46,615 | 50,465 | |||
| Skyline Champion Corp. | COM | 830830105 | 26,749,394 | 394,825 | SH | SOLE | 213,735 | 85,715 | 95,375 | |||
| Steven Madden LTD. | COM | 556269108 | 23,085,902 | 545,766 | SH | SOLE | 300,798 | 112,220 | 132,748 | |||
| Tecnoglass Inc. | ORD SHS | G87264100 | 20,384,872 | 406,235 | SH | SOLE | 217,260 | 84,170 | 104,805 | |||
| Tetra Tech Inc. | COM | 88162G103 | 41,012,758 | 200,571 | SH | SOLE | 106,112 | 42,285 | 52,174 | |||
| UMB Financial Corp. | COM | 902788108 | 13,752,204 | 164,855 | SH | SOLE | 89,000 | 35,840 | 40,015 | |||
| Veeco Instruments Inc. | COM | 922417100 | 56,937,622 | 1,218,960 | SH | SOLE | 648,550 | 267,905 | 302,505 | |||
| Visteon Corp. | COM | 92839U206 | 21,907,644 | 205,320 | SH | SOLE | 112,945 | 48,195 | 44,180 | |||
| WNS Holdings LTD. | COM SHS | G98196101 | 15,519,735 | 295,614 | SH | SOLE | 156,941 | 64,540 | 74,133 | |||