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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGCO Corp. | COM | 001084102 | 28,453 | 218,229 | SH | SOLE | 192,104 | 0 | 26,125 | ||
| Armstrong World Industries Inc | COM | 04247X102 | 14,008 | 130,595 | SH | SOLE | 73,481 | 0 | 57,114 | ||
| Belden Inc | COM | 077454106 | 25,277 | 499,850 | SH | SOLE | 496,369 | 0 | 3,481 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 12,843 | 79,506 | SH | SOLE | 45,200 | 0 | 34,306 | ||
| Clean Harbors Inc. | COM | 184496107 | 29,392 | 315,570 | SH | SOLE | 277,152 | 0 | 38,418 | ||
| CMC Materials Inc | COM | 12571T100 | 28,637 | 189,975 | SH | SOLE | 165,934 | 0 | 24,041 | ||
| Crane Co | COM | 224399105 | 47,044 | 509,301 | SH | SOLE | 445,391 | 0 | 63,910 | ||
| Darling Ingredients Inc. | COM | 237266101 | 64,957 | 962,324 | SH | SOLE | 840,013 | 0 | 122,311 | ||
| Dorman Products Inc | COM | 258278100 | 27,431 | 264,604 | SH | SOLE | 262,987 | 0 | 1,617 | ||
| Dycom Industries Inc | COM | 267475101 | 51,205 | 687,044 | SH | SOLE | 601,988 | 0 | 85,056 | ||
| Enerpac Tool Group | COM | 292765104 | 23,965 | 900,245 | SH | SOLE | 894,065 | 0 | 6,180 | ||
| First Horizon Corporation | COM | 320517105 | 8,326 | 481,807 | SH | SOLE | 272,308 | 0 | 209,499 | ||
| Frontdoor Inc | COM | 35905A109 | 16,607 | 333,340 | SH | SOLE | 330,954 | 0 | 2,386 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 23,047 | 202,899 | SH | SOLE | 201,503 | 0 | 1,396 | ||
| IDEX Corp. | COM | 45167R104 | 6,079 | 27,627 | SH | SOLE | 16,126 | 0 | 11,501 | ||
| Ingevity Corp | COM | 45688C107 | 27,960 | 343,661 | SH | SOLE | 341,298 | 0 | 2,363 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 18,951 | 585,797 | SH | SOLE | 581,794 | 0 | 4,003 | ||
| Malibu Boats Inc | COM | 56117J100 | 21,160 | 288,562 | SH | SOLE | 286,567 | 0 | 1,995 | ||
| MGP Ingredients Inc | COM | 55303J106 | 29,937 | 442,591 | SH | SOLE | 439,553 | 0 | 3,038 | ||
| Molina Healthcare Inc | COM | 60855R100 | 9,582 | 37,863 | SH | SOLE | 21,552 | 0 | 16,311 | ||
| Murphy USA Inc. | COM | 626755102 | 33,294 | 249,635 | SH | SOLE | 217,957 | 0 | 31,678 | ||
| Polaris Inc. | COM | 731068102 | 52,291 | 381,800 | SH | SOLE | 330,941 | 0 | 50,859 | ||
| Sanderson Farms Inc. | COM | 800013104 | 37,653 | 200,315 | SH | SOLE | 198,932 | 0 | 1,383 | ||
| SEI Investments Co | COM | 784117103 | 7,610 | 122,799 | SH | SOLE | 56,563 | 0 | 66,236 | ||
| Stepan Co | COM | 858586100 | 28,535 | 237,257 | SH | SOLE | 235,640 | 0 | 1,617 | ||
| Terminix Global Holdings Inc. | COM | 88087E100 | 33,041 | 692,539 | SH | SOLE | 598,002 | 0 | 94,537 | ||
| The Brink's Co. | COM | 109696104 | 60,566 | 788,212 | SH | SOLE | 690,065 | 0 | 98,147 | ||
| Thor Industries Inc. | COM | 885160101 | 51,952 | 459,748 | SH | SOLE | 392,214 | 0 | 67,534 | ||
| Timken Co. | COM | 887389104 | 50,882 | 631,373 | SH | SOLE | 553,398 | 0 | 77,975 | ||
| Tractor Supply Co. | COM | 892356106 | 372 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| Univar Solutions USA Inc. | COM | 91336L107 | 12,945 | 530,952 | SH | SOLE | 298,774 | 0 | 232,178 | ||
| Watsco Inc | COM | 942622200 | 11,494 | 40,098 | SH | SOLE | 22,811 | 0 | 17,287 | ||
| Western Union Co. | COM | 959802109 | 10,514 | 457,708 | SH | SOLE | 257,551 | 0 | 200,157 | ||
| WestRock Co | COM | 96145D105 | 7,387 | 138,796 | SH | SOLE | 78,366 | 0 | 60,430 | ||