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
1ST SOURCE CORP COM COM 336901103 13,799 277,810 SH   SOLE   274,267 0 3,543
ACI WORLDWIDE INC COM COM 004498101 45,596 1,314,019 SH   SOLE   1,300,783 0 13,236
AIR LEASE CORP CL A COM 00912X302 39,763 898,992 SH   SOLE   890,205 0 8,787
ALEXANDER & BALDWIN IN COM COM 014491104 57,288 2,283,301 SH   SOLE   2,260,445 0 22,856
ALLISON TRANSMISSION H COM COM 01973R101 19,530 537,282 SH   SOLE   508,097 0 29,185
AMERCO COM COM 023586100 80,327 92,830 SH   SOLE   90,073 0 2,757
AMERICAN CAMPUS CMNTYS COM COM 024835100 23,605 384,399 SH   SOLE   363,259 0 21,140
AMERICAN FINL GROUP COM 025932104 17,918 130,486 SH   SOLE   123,368 0 7,118
AMERICOLD RLTY TR COM COM 03064D108 19,386 591,221 SH   SOLE   557,951 0 33,270
ASGN INC COM COM 00191U102 13,128 106,390 SH   SOLE   105,322 0 1,068
ASSURED GUARANTY LTD COM COM G0585R106 15,502 308,815 SH   SOLE   307,315 0 1,500
AVISTA CORP COM COM 05379B107 16,280 383,133 SH   SOLE   361,693 0 21,440
BAKER HUGHES COMPANY CL A COM 05722G100 25,517 1,060,544 SH   SOLE   1,001,719 0 58,825
BJS WHSL CLUB HLDGS IN COM COM 05550J101 25,652 383,029 SH   SOLE   361,994 0 21,035
BLOOMIN BRANDS INC COM COM 094235108 21,343 1,017,336 SH   SOLE   1,007,804 0 9,532
BOK FINL CORP COM NEW COM 05561Q201 24,871 235,759 SH   SOLE   223,078 0 12,681
CAMDEN PPTY TR SH BEN INT COM 133131102 12,825 71,774 SH   SOLE   68,016 0 3,758
CARLISLE COS INC COM COM 142339100 13,587 54,759 SH   SOLE   51,747 0 3,012
CARTER INC COM COM 146229109 13,123 129,653 SH   SOLE   128,271 0 1,382
CERNER CORP COM COM 156782104 25,495 274,520 SH   SOLE   259,519 0 15,001
CHANGE HEALTHCARE INC COM COM 15912k100 33,514 1,567,555 SH   SOLE   1,551,884 0 15,671
CITIZENS FINL GRP INC COM COM 174610105 23,026 487,332 SH   SOLE   460,261 0 27,071
CITRIX SYSTEMS COM 177376100 16,892 178,580 SH   SOLE   168,310 0 10,270
COGNIZANT TECH SOLUTNS CL A COM 192446102 22,992 259,158 SH   SOLE   245,308 0 13,850
CURTISS WRIGHT CORP COM COM 231561101 17,213 124,127 SH   SOLE   117,832 0 6,295
DENTSPLY SIRONA INC COM COM 24906P109 21,705 389,055 SH   SOLE   367,525 0 21,530
EBAY INC COM COM 278642103 12,741 191,593 SH   SOLE   181,142 0 10,451
EMCOR GROUP INC COM 29084Q100 21,523 168,952 SH   SOLE   166,677 0 2,275
ENCOMPASS HEALTH CORP COM COM 29261A100 59,892 917,745 SH   SOLE   893,003 0 24,742
EVO PMTS INC CL A COM COM 26927E104 30,902 1,246,171 SH   SOLE   1,239,942 0 6,229
FIDELITY NATL FIN INC CL A COM 31620R303 16,692 319,894 SH   SOLE   302,969 0 16,925
FIRST AMERN FINL CORP COM COM 31847R102 22,070 282,123 SH   SOLE   279,218 0 2,905
FIRST CTZNS BANCSHS NC CL A COM 31946M103 41,957 50,560 SH   SOLE   50,065 0 495
FIRST HAWAIIAN INC COM COM 32051X108 42,586 1,558,207 SH   SOLE   1,542,655 0 15,552
FMC CORP COM 302491303 24,811 225,774 SH   SOLE   213,118 0 12,656
FRONTDOOR INC COM COM 35905A109 36,443 994,367 SH   SOLE   991,183 0 3,184
GENERAL DYNAMICS CORP COM 369550108 16,208 77,747 SH   SOLE   73,904 0 3,843
GENTEX CORP COM COM 371901109 17,503 502,227 SH   SOLE   497,253 0 4,974
GLOBAL PMTS INC COM COM 37940X102 20,591 152,321 SH   SOLE   143,603 0 8,718
GMS INC COM COM 36251C103 17,292 287,666 SH   SOLE   284,724 0 2,942
GRAND CANYON ED INC COM COM 38526M106 46,194 538,954 SH   SOLE   537,250 0 1,704
HILLMAN SOLUTIONS CORP COM COM 431636109 32,562 3,029,054 SH   SOLE   3,016,928 0 12,126
INGREDION INC COM COM 457187102 20,988 217,173 SH   SOLE   205,582 0 11,591
INSPERITY INC COM COM 45778Q107 65,105 551,674 SH   SOLE   545,928 0 5,296
INTERNATIONAL BNCSHRS COM COM 459044103 22,286 525,744 SH   SOLE   519,998 0 5,746
INTERPUBLIC GROUP COM 460690100 24,353 650,287 SH   SOLE   614,042 0 36,245
INTUIT INC COM 461202103 322 500 SH   SOLE   500 0 0
ISHARES TR RUSSELL 2000 COM 464287655 7,841 35,250 SH   SOLE   28,050 0 7,200
ISHARES TR S&P 500 INDEX COM 464287200 1,190 2,495 SH   SOLE   2,495 0 0
LANTHEUS HLDGS INC COM COM 516544103 21,416 741,286 SH   SOLE   733,604 0 7,682
LKQ CORP COM COM 501889208 24,608 409,930 SH   SOLE   388,290 0 21,640
LOEWS CORP COM COM 540424108 20,932 362,399 SH   SOLE   343,010 0 19,389
LPL FINL HLDGS INC COM COM 50212V100 22,143 138,314 SH   SOLE   136,937 0 1,377
MARCUS & MILLICHAP INC COM COM 566324109 58,661 1,139,943 SH   SOLE   1,128,732 0 11,211
MAXAR TECHNOLOGIES INC COM COM 57778K105 51,195 1,739,722 SH   SOLE   1,728,511 0 5,165
MAXIMUS INC COM COM 577933104 22,587 283,509 SH   SOLE   280,252 0 3,257
MICROSOFT CORP COM 594918104 456 1,355 SH   SOLE   1,355 0 0
NORTHERN TRUST COM 665859104 12,446 104,052 SH   SOLE   98,500 0 5,552
PAR TECHNOLOGY CORP COM COM 698884103 20,610 390,558 SH   SOLE   389,002 0 1,556
PREMIER INC CL A COM 74051N102 46,719 1,134,789 SH   SOLE   1,122,755 0 12,034
PROGRESSIVE CORP-OHIO- COM 743315103 16,768 163,350 SH   SOLE   154,615 0 8,735
RYMAN HOSPITALITY PPTY COM COM 78377T107 46,504 505,704 SH   SOLE   500,682 0 5,022
SEALED AIR CORP COM 81211K100 16,239 240,696 SH   SOLE   227,671 0 13,025
SEI INVESTMENTS CO COM COM 784117103 17,040 279,622 SH   SOLE   264,847 0 14,775
SENSATA TECHNOLOGIES H SHS COM G8060N102 13,547 219,591 SH   SOLE   208,306 0 11,285
SIGNATURE BK NEW YORK COM COM 82669G104 15,960 49,341 SH   SOLE   46,665 0 2,676
SNAP-ON INC COM 833034101 16,148 74,972 SH   SOLE   70,784 0 4,188
SOTERA HEALTH CO COM COM 83601L102 29,886 1,269,070 SH   SOLE   1,265,102 0 3,968
STANLEY BLACK & DECKER, INC COM 854502101 19,358 953,209 SH   SOLE   947,353 0 5,856
SWITCH INC CL A COM 87105L104 32,665 1,140,561 SH   SOLE   1,129,206 0 11,355
SYNEOS HEALTH INC CL A COM 87166b102 23,574 229,589 SH   SOLE   227,316 0 2,273
THOR INDS INC COM COM 885160101 29,636 284,988 SH   SOLE   282,715 0 2,880
TRINET GROUP INC COM COM 896288107 37,528 393,952 SH   SOLE   390,045 0 3,907
UGI CORP COM 902681105 14,989 326,489 SH   SOLE   308,869 0 17,620
VENTAS INC COM COM 92276F100 18,375 557,455 SH   SOLE   537,225 0 20,230
VISTRA ENERGY CORP COM COM 92840M102 29,022 1,274,574 SH   SOLE   1,204,934 0 69,640
WEYERHAEUSER CO COM 962166104 18,249 443,136 SH   SOLE   419,329 0 23,807
WHITE MTNS INS GRP LTD COM COM G9618E107 56,595 54,562 SH   SOLE   53,196 0 1,366
WINTRUST FINL CORP COM COM 97650W108 47,578 523,862 SH   SOLE   518,636 0 5,226
ZIMMER BIOMET HOLDINGS INC COM 98956P102 20,660 162,622 SH   SOLE   153,640 0 8,982