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
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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
1ST SOURCE CORP COM COM 336901103   12,965 244,215 SH   SOLE   241,262 0 2,953
ACI WORLDWIDE INC COM COM 004498101   43,144 1,875,818 SH   SOLE   1,862,112 0 13,706
ADAPTHEALTH CORP COMMON STOCK COM 00653Q102   9,546 496,678 SH   SOLE   491,917 0 4,761
AEROJET ROCKETDYNE HLD COM COM 007800105   74,765 1,336,755 SH   SOLE   1,310,284 0 26,471
AFFILIATED MNGRS GRP COM COM 008252108   23,286 146,978 SH   SOLE   139,252 0 7,726
AIR LEASE CORP CL A COM 00912X302   45,900 1,194,673 SH   SOLE   1,183,769 0 10,904
ALEXANDER & BALDWIN IN COM COM 014491104   41,283 2,204,662 SH   SOLE   2,183,603 0 21,059
ALLISON TRANSMISSION H COM COM 01973R101   15,484 372,221 SH   SOLE   353,181 0 19,040
AMERICAN FINL GROUP COM 025932104   15,958 116,244 SH   SOLE   109,871 0 6,373
AMERICOLD RLTY TR COM COM 03064D108   19,996 706,312 SH   SOLE   669,737 0 36,575
ASSURED GUARANTY LTD COM COM G0585R106   41,859 672,326 SH   SOLE   666,222 0 6,104
AVANTOR INC COM COM 05352A100   12,728 603,527 SH   SOLE   572,797 0 30,730
AVISTA CORP COM COM 05379B107   15,055 339,535 SH   SOLE   321,610 0 17,925
BAKER HUGHES COMPANY CL A COM 05722G100   21,851 739,983 SH   SOLE   701,608 0 38,375
BJS WHSL CLUB HLDGS IN COM COM 05550J101   16,317 246,639 SH   SOLE   234,064 0 12,575
BOK FINL CORP COM NEW COM 05561Q201   16,896 162,798 SH   SOLE   154,150 0 8,648
CAMDEN PPTY TR SH BEN INT COM 133131102   14,306 127,871 SH   SOLE   121,361 0 6,510
CARTER INC COM COM 146229109   17,045 228,447 SH   SOLE   226,383 0 2,064
CHARLES RIV LABORATORIES INTL COM 159864107   14,927 68,504 SH   SOLE   64,996 0 3,508
CITIZENS FINL GRP INC COM COM 174610105   17,571 446,289 SH   SOLE   422,528 0 23,761
COGNIZANT TECH SOLUTNS CL A COM 192446102   17,488 305,793 SH   SOLE   290,077 0 15,716
EAGLE MATERIALS INC COM COM 26969P108   17,012 128,054 SH   SOLE   121,639 0 6,415
ELEMENT SOLUTIONS INC COM COM 28618M106   27,695 1,522,557 SH   SOLE   1,508,198 0 14,359
ENCOMPASS HEALTH CORP COM COM 29261A100   47,074 787,066 SH   SOLE   766,131 0 20,935
EURONET WORLDWIDE INC COM COM 298736109   17,621 186,708 SH   SOLE   184,977 0 1,731
FIDELITY NATL FIN INC CL A COM 31620R303   17,257 458,743 SH   SOLE   435,478 0 23,265
FIRST AMERN FINL CORP COM COM 31847R102   13,817 263,979 SH   SOLE   261,177 0 2,802
FIRST CTZNS BANCSHS NC CL A COM 31946M103   43,571 57,453 SH   SOLE   56,887 0 566
FIRST HAWAIIAN INC COM COM 32051X108   39,388 1,512,612 SH   SOLE   1,498,626 0 13,986
FMC CORP COM 302491303   14,896 119,358 SH   SOLE   113,101 0 6,257
FORMFACTOR INC COM COM 346375108   12,101 544,349 SH   SOLE   539,343 0 5,006
FRONTDOOR INC COM COM 35905A109   34,420 1,654,804 SH   SOLE   1,641,624 0 13,180
GENTEX CORP COM COM 371901109   21,644 793,684 SH   SOLE   786,070 0 7,614
GLOBAL PMTS INC COM COM 37940X102   17,011 171,271 SH   SOLE   162,439 0 8,832
GMS INC COM COM 36251C103   24,954 501,086 SH   SOLE   496,194 0 4,892
GRAND CANYON ED INC COM COM 38526M106   49,233 465,958 SH   SOLE   461,523 0 4,435
GXO LOGISTICS INCORPOR COMMON COM 36262G101   24,074 563,922 SH   SOLE   558,671 0 5,251
HILLMAN SOLUTIONS CORP COM COM 431636109   38,617 5,355,943 SH   SOLE   5,318,226 0 37,717
IAA INC COM COM 449253103   38,540 963,489 SH   SOLE   934,097 0 29,392
INSPERITY INC COM COM 45778Q107   61,433 540,782 SH   SOLE   535,797 0 4,985
INTERCONTINENTALEXCHAN GRP COM 45866F104   10,219 99,607 SH   SOLE   94,488 0 5,119
INTERNATIONAL BNCSHRS COM COM 459044103   23,498 513,506 SH   SOLE   508,107 0 5,399
INTERPUBLIC GROUP COM 460690100   19,418 582,958 SH   SOLE   551,423 0 31,535
ISHARES TR RUSSELL 2000 COM 464287655   3,685 21,132 SH   SOLE   19,763 0 1,369
ISHARES TR RUSSELL MCP VL COM 464287473   1,874 17,788 SH   SOLE   17,788 0 0
ISHARES TR S&P 500 INDEX COM 464287200   959 2,495 SH   SOLE   2,495 0 0
LANTHEUS HLDGS INC COM COM 516544103   29,338 575,720 SH   SOLE   570,209 0 5,511
LESLIES INC COM COM 527064109   12,828 1,050,681 SH   SOLE   998,786 0 51,895
LIVE NATION INC COM COM 538034109   13,973 200,357 SH   SOLE   190,041 0 10,316
LKQ CORP COM COM 501889208   17,926 335,633 SH   SOLE   318,066 0 17,567
LOEWS CORP COM COM 540424108   9,284 159,159 SH   SOLE   150,985 0 8,174
LPL FINL HLDGS INC COM COM 50212V100   15,677 72,519 SH   SOLE   71,606 0 913
MARCUS & MILLICHAP INC COM COM 566324109   38,380 1,114,079 SH   SOLE   1,103,160 0 10,919
MAXAR TECHNOLOGIES INC COM COM 57778K105   60,145 1,162,434 SH   SOLE   1,152,928 0 9,506
MAXIMUS INC COM COM 577933104   17,615 240,218 SH   SOLE   237,266 0 2,952
MICROSOFT CORP COM 594918104   285 1,190 SH   SOLE   1,190 0 0
NATIONAL INSTRS CORP COM COM 636518102   15,924 431,551 SH   SOLE   408,526 0 23,025
NORTHERN TRUST COM 665859104   13,379 151,187 SH   SOLE   143,605 0 7,582
PAR TECHNOLOGY CORP COM COM 698884103   21,349 818,901 SH   SOLE   811,936 0 6,965
PREMIER INC CL A COM 74051N102   25,602 731,905 SH   SOLE   724,726 0 7,179
PROGRESSIVE CORP-OHIO- COM 743315103   10,818 83,399 SH   SOLE   79,135 0 4,264
RYMAN HOSPITALITY PPTY COM COM 78377T107   30,598 374,144 SH   SOLE   370,431 0 3,713
SEALED AIR CORP COM 81211K100   15,303 306,787 SH   SOLE   291,047 0 15,740
SENSATA TECHNOLOGIES H SHS COM G8060N102   16,838 416,986 SH   SOLE   395,729 0 21,257
SIGNATURE BK NEW YORK COM COM 82669G104   14,778 128,255 SH   SOLE   121,632 0 6,623
SNAP-ON INC COM 833034101   15,069 65,947 SH   SOLE   62,359 0 3,588
SS&C TECHNOLOGIES HLDG COM COM 78467J100   19,285 370,443 SH   SOLE   351,281 0 19,162
STANLEY BLACK & DECKER, INC COM 854502101   7,819 104,091 SH   SOLE   98,965 0 5,126
SYNEOS HEALTH INC CL A COM 87166b102   15,048 410,266 SH   SOLE   407,184 0 3,082
THOR INDS INC COM COM 885160101   21,881 289,846 SH   SOLE   287,076 0 2,770
TRINET GROUP INC COM COM 896288107   26,473 390,454 SH   SOLE   386,729 0 3,725
U HAUL HOLDING CO COM 023586506   66,170 1,203,521 SH   SOLE   1,177,656 0 25,865
UGI CORP COM 902681105   10,954 295,502 SH   SOLE   280,197 0 15,305
VENTAS INC COM COM 92276F100   14,610 324,297 SH   SOLE   307,107 0 17,190
VISTRA ENERGY CORP COM COM 92840M102   18,885 814,015 SH   SOLE   772,860 0 41,155
WEYERHAEUSER CO COM 962166104   12,718 410,255 SH   SOLE   389,338 0 20,917
WHITE MTNS INS GRP LTD COM COM G9618E107   58,076 41,062 SH   SOLE   39,956 0 1,106
WINTRUST FINL CORP COM COM 97650W108   30,080 450,541 SH   SOLE   446,087 0 4,454
ZIMMER BIOMET HOLDINGS INC COM 98956P102   19,137 150,094 SH   SOLE   142,417 0 7,677