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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AGCO Corp.COM00108410244,443383,059SH SOLE 350,733032,326
Armstrong World Industries IncCOM04247X10211,693100,694SH SOLE 63,355037,339
Belden IncCOM07745410627,202413,839SH SOLE 411,28102,558
Broadridge Financial SolutionsCOM11133T10310,70058,529SH SOLE 36,852021,677
Clean Harbors Inc.COM18449610720,892209,401SH SOLE 208,35601,045
CMC Materials IncCOM12571T10047,324246,877SH SOLE 223,501023,376
Crane CoCOM22439910546,549457,575SH SOLE 413,700043,875
Darling Ingredients Inc.COM23726610169,5391,003,591SH SOLE 911,314092,277
Dorman Products IncCOM25827810038,161337,681SH SOLE 335,57102,110
Dycom Industries IncCOM26747510154,528581,575SH SOLE 528,600052,975
Enerpac Tool GroupCOM29276510427,4611,354,093SH SOLE 1,345,69908,394
First Horizon CorporationCOM3205171057,731473,405SH SOLE 299,8260173,579
IDEX Corp.COM45167R1046,95529,431SH SOLE 18,572010,859
Ingevity CorpCOM45688C10728,716400,496SH SOLE 398,01902,477
Koppers Holdings Inc.COM50060P10619,848634,118SH SOLE 630,18403,934
Malibu Boats IncCOM56117J10030,657446,050SH SOLE 443,26402,786
MGP Ingredients IncCOM55303J10645,991541,131SH SOLE 537,77703,354
Molina Healthcare IncCOM60855R1004,69714,766SH SOLE 9,29105,475
Murphy USA Inc.COM62675510236,984185,627SH SOLE 165,659019,968
Polaris Inc.COM73106810249,639451,637SH SOLE 408,972042,665
Russell 2000 Index FundCOM4642876554822,169SH SOLE 2,16900
Sanderson Farms Inc.COM80001310437,476196,127SH SOLE 194,91501,212
SEI Investments CoCOM7841171036,644109,018SH SOLE 58,179050,839
Stepan CoCOM85858610038,374308,744SH SOLE 306,83101,913
Terminix Global Holdings Inc.COM88087E10041,323913,609SH SOLE 822,290091,319
The Boston Beer Co IncCOM1005571075,70511,294SH SOLE 7,10304,191
The Brink's Co.COM10969610453,136810,377SH SOLE 736,069074,308
Thor Industries Inc.COM88516010154,781527,911SH SOLE 475,082052,829
Timken Co.COM88738910453,592773,441SH SOLE 706,177067,264
Univar Solutions USA Inc.COM91336L10752,7861,861,957SH SOLE 1,656,7660205,191
Watsco IncCOM94262220011,14335,615SH SOLE 22,678012,937
Western Union Co.COM9598021097,772435,664SH SOLE 273,8600161,804
WestRock CoCOM96145D1057,153161,254SH SOLE 102,169059,085