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
Advanced Energy Industries Inc COM 007973100   14,331,193 150,364 SH   SOLE   149,106 0 1,258
AGCO Corp. COM 001084102   37,007,079 399,774 SH   SOLE   360,929 0 38,845
APi Group COM 00187Y100   6,629,475 185,388 SH   SOLE   89,691 0 95,697
Armstrong World Industries Inc COM 04247X102   32,970,851 234,035 SH   SOLE   207,206 0 26,829
Belden Inc COM 077454106   44,558,628 444,475 SH   SOLE   394,542 0 49,933
Boot Barn Holdings Inc COM 099406100   37,491,781 348,988 SH   SOLE   307,943 0 41,045
Broadridge Financial Solutions COM 11133T103   11,503,272 47,444 SH   SOLE   23,045 0 24,399
Darling Ingredients Inc. COM 237266101   44,902,220 1,437,331 SH   SOLE   1,264,631 0 172,700
Dorman Products Inc COM 258278100   26,830,999 222,590 SH   SOLE   220,744 0 1,846
Dycom Industries Inc COM 267475101   27,374,279 179,692 SH   SOLE   158,676 0 21,016
Enerpac Tool Group COM 292765104   31,277,065 697,215 SH   SOLE   691,384 0 5,831
Extreme Networks COM 30226D106   7,731,890 584,421 SH   SOLE   579,538 0 4,883
Floor & Decor Holdings COM 339750101   4,052,550 50,361 SH   SOLE   24,057 0 26,304
Generac Holdings Inc COM 368736104   6,408,110 50,597 SH   SOLE   24,242 0 26,355
Ingevity Corp COM 45688C107   24,234,860 612,146 SH   SOLE   539,877 0 72,269
Live Oak Bancshares Inc COM 53803X105   23,245,760 871,934 SH   SOLE   864,654 0 7,280
Louisiana-Pacific Corp COM 546347105   42,135,210 458,091 SH   SOLE   405,418 0 52,673
Modine Manufacturing Co COM 607828100   18,062,652 235,344 SH   SOLE   206,279 0 29,065
Murphy USA Inc. COM 626755102   30,940,277 65,857 SH   SOLE   57,977 0 7,880
Oxford Industries Inc COM 691497309   17,254,260 294,090 SH   SOLE   291,635 0 2,455
SEI Investments Co COM 784117103   5,188,479 66,836 SH   SOLE   18,121 0 48,715
Stepan Co COM 858586100   20,695,535 376,009 SH   SOLE   372,851 0 3,158
The Boston Beer Co Inc COM 100557107   26,374,385 110,427 SH   SOLE   97,019 0 13,408
The Brink's Co. COM 109696104   49,087,937 569,730 SH   SOLE   512,754 0 56,976
Thor Industries Inc. COM 885160101   12,297,519 162,215 SH   SOLE   143,001 0 19,214
Timken Co. COM 887389104   32,158,016 447,447 SH   SOLE   399,094 0 48,353
Trex Co COM 89531P105   3,375,959 58,106 SH   SOLE   28,301 0 29,805
US Physical Therapy Inc COM 90337L108   39,350,236 543,812 SH   SOLE   484,741 0 59,071
Valmont Industries Inc COM 920253101   6,056,693 21,224 SH   SOLE   10,339 0 10,885
Watsco Inc COM 942622200   7,249,883 14,263 SH   SOLE   6,812 0 7,451