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 | 36,211 | 376,532 | SH | SOLE | 341,437 | 0 | 35,095 | ||
| Armstrong World Industries Inc | COM | 04247X102 | 15,229 | 192,217 | SH | SOLE | 148,406 | 0 | 43,811 | ||
| Belden Inc | COM | 077454106 | 27,003 | 449,900 | SH | SOLE | 446,977 | 0 | 2,923 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 10,858 | 75,237 | SH | SOLE | 46,620 | 0 | 28,617 | ||
| Clean Harbors Inc. | COM | 184496107 | 18,765 | 170,620 | SH | SOLE | 169,714 | 0 | 906 | ||
| Crane Holdings | COM | 224441105 | 42,985 | 491,030 | SH | SOLE | 443,294 | 0 | 47,736 | ||
| Darling Ingredients Inc. | COM | 237266101 | 62,219 | 940,575 | SH | SOLE | 850,651 | 0 | 89,924 | ||
| Dorman Products Inc | COM | 258278100 | 30,026 | 365,639 | SH | SOLE | 363,274 | 0 | 2,365 | ||
| Dycom Industries Inc | COM | 267475101 | 56,087 | 587,112 | SH | SOLE | 531,421 | 0 | 55,691 | ||
| Enerpac Tool Group | COM | 292765104 | 33,053 | 1,853,760 | SH | SOLE | 1,841,761 | 0 | 11,999 | ||
| IDEX Corp. | COM | 45167R104 | 7,610 | 38,080 | SH | SOLE | 24,649 | 0 | 13,431 | ||
| Ingevity Corp | COM | 45688C107 | 37,054 | 611,144 | SH | SOLE | 568,120 | 0 | 43,024 | ||
| Malibu Boats Inc | COM | 56117J100 | 20,506 | 427,292 | SH | SOLE | 424,506 | 0 | 2,786 | ||
| MGP Ingredients Inc | COM | 55303J106 | 36,998 | 348,508 | SH | SOLE | 346,255 | 0 | 2,253 | ||
| Murphy USA Inc. | COM | 626755102 | 48,929 | 177,983 | SH | SOLE | 159,327 | 0 | 18,656 | ||
| Polaris Inc. | COM | 731068102 | 41,786 | 436,865 | SH | SOLE | 392,127 | 0 | 44,738 | ||
| SEI Investments Co | COM | 784117103 | 5,890 | 120,085 | SH | SOLE | 58,333 | 0 | 61,752 | ||
| Stepan Co | COM | 858586100 | 37,254 | 397,712 | SH | SOLE | 395,141 | 0 | 2,571 | ||
| The Boston Beer Co Inc | COM | 100557107 | 38,649 | 119,417 | SH | SOLE | 105,332 | 0 | 14,085 | ||
| The Brink's Co. | COM | 109696104 | 36,852 | 760,780 | SH | SOLE | 690,304 | 0 | 70,476 | ||
| Thor Industries Inc. | COM | 885160101 | 32,686 | 467,083 | SH | SOLE | 415,946 | 0 | 51,137 | ||
| Timken Co. | COM | 887389104 | 50,244 | 851,011 | SH | SOLE | 773,745 | 0 | 77,266 | ||
| Trex Co | COM | 89531P105 | 4,873 | 110,908 | SH | SOLE | 69,024 | 0 | 41,884 | ||
| Univar Solutions USA Inc. | COM | 91336L107 | 42,826 | 1,883,305 | SH | SOLE | 1,701,579 | 0 | 181,726 | ||
| US Physical Therapy Inc | COM | 90337L108 | 13,457 | 177,022 | SH | SOLE | 175,937 | 0 | 1,085 | ||
| Watsco Inc | COM | 942622200 | 10,289 | 39,964 | SH | SOLE | 25,075 | 0 | 14,889 | ||
| Western Union Co. | COM | 959802109 | 4,678 | 346,494 | SH | SOLE | 217,299 | 0 | 129,195 | ||
| WestRock Co | COM | 96145D105 | 6,955 | 225,146 | SH | SOLE | 140,130 | 0 | 85,016 | ||