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
Estimated average burden
hours per response: 23.8
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
AGCO Corp. COM 001084102   42,991,468 363,472 SH   SOLE   329,321 0 34,151
Armstrong World Industries Inc COM 04247X102   36,022,104 500,307 SH   SOLE   451,246 0 49,061
Belden Inc COM 077454106   44,750,925 463,500 SH   SOLE   431,583 0 31,917
Boot Barn Holdings Inc COM 099406100   38,483,329 473,991 SH   SOLE   420,930 0 53,061
Broadridge Financial Solutions COM 11133T103   9,862,074 55,080 SH   SOLE   27,378 0 27,702
Darling Ingredients Inc. COM 237266101   57,383,930 1,099,309 SH   SOLE   995,354 0 103,955
Dorman Products Inc COM 258278100   28,398,409 374,847 SH   SOLE   372,484 0 2,363
Dycom Industries Inc COM 267475101   53,385,938 599,842 SH   SOLE   545,112 0 54,730
Enerpac Tool Group COM 292765104   43,866,743 1,659,733 SH   SOLE   1,649,728 0 10,005
Floor & Decor Holdings COM 339750101   786,174 8,687 SH   SOLE   4,242 0 4,445
IDEX Corp. COM 45167R104   4,014,994 19,301 SH   SOLE   9,342 0 9,959
Ingevity Corp COM 45688C107   38,205,311 802,464 SH   SOLE   725,751 0 76,713
Live Oak Bancshares Inc COM 53803X105   30,241,575 1,044,614 SH   SOLE   1,038,305 0 6,309
Louisiana-Pacific Corp COM 546347105   27,843,147 503,766 SH   SOLE   444,660 0 59,106
Malibu Boats Inc COM 56117J100   23,446,070 478,296 SH   SOLE   475,236 0 3,060
MGP Ingredients Inc COM 55303J106   45,594,468 432,257 SH   SOLE   394,415 0 37,842
Murphy USA Inc. COM 626755102   49,637,308 145,253 SH   SOLE   131,140 0 14,113
Polaris Inc. COM 731068102   37,111,330 356,360 SH   SOLE   321,846 0 34,514
SEI Investments Co COM 784117103   4,670,656 77,547 SH   SOLE   19,119 0 58,428
Stepan Co COM 858586100   25,306,798 337,559 SH   SOLE   335,414 0 2,145
The Boston Beer Co Inc COM 100557107   45,998,819 118,088 SH   SOLE   106,142 0 11,946
The Brink's Co. COM 109696104   40,437,744 556,687 SH   SOLE   503,964 0 52,723
Thor Industries Inc. COM 885160101   30,042,244 315,802 SH   SOLE   284,746 0 31,056
Timken Co. COM 887389104   39,871,706 542,546 SH   SOLE   491,593 0 50,953
Trex Co COM 89531P105   4,131,244 67,033 SH   SOLE   32,732 0 34,301
US Physical Therapy Inc COM 90337L108   41,503,789 452,456 SH   SOLE   411,276 0 41,180
Watsco Inc COM 942622200   9,518,166 25,199 SH   SOLE   12,507 0 12,692