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   9,548,668 301,935 SH   SOLE   299,006 0 2,929
ACI WORLDWIDE INC COM COM 004498101   45,169,757 1,949,493 SH   SOLE   1,930,167 0 19,326
ADAPTHEALTH CORP COMMON STOCK COM 00653Q102   37,138,947 3,051,680 SH   SOLE   3,019,395 0 32,285
AFFILIATED MNGRS GRP COM COM 008252108   20,526,438 136,943 SH   SOLE   128,976 0 7,967
AIR LEASE CORP CL A COM 00912X302   50,893,092 1,216,083 SH   SOLE   1,204,161 0 11,922
ALEXANDER & BALDWIN IN COM COM 014491104   40,989,344 2,206,100 SH   SOLE   2,183,042 0 23,058
ALLISON TRANSMISSION H COM COM 01973R101   14,807,362 262,263 SH   SOLE   247,331 0 14,932
AMERICAN FINL GROUP COM 025932104   13,376,922 112,648 SH   SOLE   106,075 0 6,573
AMERICOLD RLTY TR COM COM 03064D108   20,631,140 638,735 SH   SOLE   601,098 0 37,637
ASGN INC COM COM 00191U102   35,015,297 462,982 SH   SOLE   458,018 0 4,964
ASSURED GUARANTY LTD COM COM G0585R106   43,942,758 787,505 SH   SOLE   779,527 0 7,978
AVANTOR INC COM COM 05352A100   16,630,140 809,647 SH   SOLE   763,668 0 45,978
BAKER HUGHES COMPANY CL A COM 05722G100   21,579,249 682,672 SH   SOLE   643,210 0 39,462
BJS WHSL CLUB HLDGS IN COM COM 05550J101   14,131,890 224,280 SH   SOLE   211,660 0 12,620
BOK FINL CORP COM NEW COM 05561Q201   15,079,453 186,673 SH   SOLE   176,373 0 10,300
CAMDEN PPTY TR SH BEN INT COM 133131102   13,784,596 126,615 SH   SOLE   119,908 0 6,707
CARTER INC COM COM 146229109   38,865,102 535,332 SH   SOLE   529,841 0 5,491
CHARLES RIV LABORATORIES INTL COM 159864107   19,558,133 93,023 SH   SOLE   87,944 0 5,079
COGNIZANT TECH SOLUTNS CL A COM 192446102   18,726,733 286,868 SH   SOLE   270,534 0 16,334
EAGLE MATERIALS INC COM COM 26969P108   16,156,121 86,665 SH   SOLE   81,738 0 4,927
ELEMENT SOLUTIONS INC COM COM 28618M106   30,814,843 1,604,940 SH   SOLE   1,588,868 0 16,072
ENCOMPASS HEALTH CORP COM COM 29261A100   50,307,174 742,980 SH   SOLE   721,140 0 21,840
EURONET WORLDWIDE INC COM COM 298736109   38,762,229 330,257 SH   SOLE   326,796 0 3,461
FIDELITY NATL FIN INC CL A COM 31620R303   15,710,837 436,412 SH   SOLE   412,414 0 23,998
FIRST AMERN FINL CORP COM COM 31847R102   27,226,740 477,495 SH   SOLE   472,543 0 4,952
FIRST CTZNS BANCSHS NC CL A COM 31946M103   77,315,625 60,240 SH   SOLE   59,627 0 614
FIRST HAWAIIAN INC COM COM 32051X108   34,557,000 1,918,767 SH   SOLE   1,898,793 0 19,974
FMC CORP COM 302491303   15,235,559 146,018 SH   SOLE   137,749 0 8,269
FORMFACTOR INC COM COM 346375108   27,876,902 814,638 SH   SOLE   806,440 0 8,198
FRONTDOOR INC COM COM 35905A109   54,689,998 1,714,420 SH   SOLE   1,696,824 0 17,596
GENTEX CORP COM COM 371901109   24,813,959 848,051 SH   SOLE   839,681 0 8,370
GLOBAL PMTS INC COM COM 37940X102   16,809,701 170,622 SH   SOLE   161,394 0 9,228
GMS INC COM COM 36251C103   28,457,578 411,237 SH   SOLE   406,971 0 4,266
GRAND CANYON ED INC COM COM 38526M106   47,736,322 462,516 SH   SOLE   457,588 0 4,928
GXO LOGISTICS INCORPOR COMMON COM 36262G101   35,862,714 570,881 SH   SOLE   564,903 0 5,978
HILLMAN SOLUTIONS CORP COM COM 431636109   52,683,949 5,847,275 SH   SOLE   5,787,328 0 59,947
INSPERITY INC COM COM 45778Q107   85,703,702 720,441 SH   SOLE   706,362 0 14,079
INTERCONTINENTAL EXCHANGE INC COM 45866F104   19,989,566 176,774 SH   SOLE   166,857 0 9,916
INTERNATIONAL BNCSHRS COM COM 459044103   23,436,857 530,246 SH   SOLE   524,441 0 5,805
INTERPUBLIC GROUP COM 460690100   14,630,382 379,222 SH   SOLE   357,658 0 21,564
INTUIT INC COM 461202103   229,095 500 SH   SOLE   500 0 0
ISHARES TR S&P 500 INDEX COM 464287200   1,000,619 2,245 SH   SOLE   2,245 0 0
LANTHEUS HLDGS INC COM COM 516544103   60,098,798 716,144 SH   SOLE   708,808 0 7,336
LESLIES INC COM COM 527064109   9,674,450 1,030,293 SH   SOLE   976,750 0 53,543
LIVE NATION INC COM COM 538034109   23,482,162 257,734 SH   SOLE   243,308 0 14,426
LKQ CORP COM COM 501889208   17,753,575 304,678 SH   SOLE   286,685 0 17,993
LOEWS CORP COM COM 540424108   8,599,275 144,818 SH   SOLE   136,397 0 8,421
LPL FINL HLDGS INC COM COM 50212V100   14,273,130 65,645 SH   SOLE   64,763 0 882
M&T BANK CORP COM 55261F104   13,688,695 110,607 SH   SOLE   104,331 0 6,276
MARCUS & MILLICHAP INC COM COM 566324109   40,022,048 1,270,138 SH   SOLE   1,256,970 0 13,168
MAXIMUS INC COM COM 577933104   17,409,603 206,006 SH   SOLE   203,212 0 2,794
MICROSOFT CORP COM 594918104   306,486 900 SH   SOLE   900 0 0
NORTHERN TRUST COM 665859104   10,311,514 139,082 SH   SOLE   131,270 0 7,812
PAR TECHNOLOGY CORP COM COM 698884103   29,483,756 895,346 SH   SOLE   886,033 0 9,313
PREMIER INC CL A COM 74051N102   25,706,674 929,381 SH   SOLE   920,290 0 9,091
PROGRESSIVE CORP-OHIO- COM 743315103   10,084,541 76,184 SH   SOLE   71,779 0 4,406
RYMAN HOSPITALITY PPTY COM COM 78377T107   35,643,656 383,595 SH   SOLE   379,433 0 4,162
SEALED AIR CORP COM 81211K100   15,214,346 380,359 SH   SOLE   359,240 0 21,119
SENSATA TECHNOLOGIES H SHS COM G8060N102   16,917,002 376,017 SH   SOLE   354,152 0 21,865
SNAP-ON INC COM 833034101   11,664,100 40,474 SH   SOLE   38,162 0 2,311
SPDR SER TR PORTFOLIO SHORT COM 78464A474   279,680 9,500 SH   SOLE   9,500 0 0
SS&C TECHNOLOGIES HLDG COM COM 78467J100   26,611,587 439,135 SH   SOLE   414,043 0 25,092
STANLEY BLACK & DECKER, INC COM 854502101   9,515,561 101,543 SH   SOLE   96,268 0 5,275
SYNEOS HEALTH INC CL A COM 87166B102   13,795,609 327,376 SH   SOLE   323,957 0 3,419
THOR INDS INC COM COM 885160101   29,345,567 283,532 SH   SOLE   280,556 0 2,976
TRANSUNION COM COM 89400J107   22,044,815 281,435 SH   SOLE   265,908 0 15,527
TRINET GROUP INC COM COM 896288107   36,910,856 388,658 SH   SOLE   384,642 0 4,016
U HAUL HOLDING CO COM 023586506   72,549,595 1,431,806 SH   SOLE   1,399,388 0 32,418
UGI CORP COM 902681105   11,847,956 439,301 SH   SOLE   414,266 0 25,035
VENTAS INC COM COM 92276F100   14,193,351 300,261 SH   SOLE   282,603 0 17,658
VISTRA ENERGY CORP COM COM 92840M102   19,597,276 746,563 SH   SOLE   703,960 0 42,603
WEYERHAEUSER CO COM 962166104   12,612,217 376,372 SH   SOLE   354,791 0 21,581
WHITE MTNS INS GRP LTD COM COM G9618E107   55,730,788 40,126 SH   SOLE   38,984 0 1,141
WINTRUST FINL CORP COM COM 97650W108   45,164,308 621,927 SH   SOLE   615,509 0 6,418
ZIMMER BIOMET HOLDINGS INC COM 98956P102   13,084,717 89,868 SH   SOLE   84,689 0 5,179