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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Advanced Energy Industries Inc COM 007973100   29,201,128 171,630 SH   SOLE   170,073 0 1,557
AGCO Corp. COM 001084102   27,398,464 255,893 SH   SOLE   225,264 0 30,629
APi Group COM 00187Y100   9,784,520 284,682 SH   SOLE   129,701 0 154,981
Armstrong World Industries Inc COM 04247X102   34,246,279 174,717 SH   SOLE   151,957 0 22,760
Belden Inc COM 077454106   35,168,042 292,409 SH   SOLE   254,325 0 38,084
Boot Barn Holdings Inc COM 099406100   35,851,368 216,337 SH   SOLE   187,280 0 29,057
Broadridge Financial Solutions COM 11133T103   10,669,540 44,798 SH   SOLE   20,295 0 24,503
Crane NXT COM 224441105   37,034,914 552,183 SH   SOLE   485,286 0 66,897
Darling Ingredients Inc. COM 237266101   36,730,670 1,189,850 SH   SOLE   1,032,977 0 156,873
Dorman Products Inc COM 258278100   31,231,961 200,359 SH   SOLE   198,514 0 1,845
Dycom Industries Inc COM 267475101   11,970,038 41,027 SH   SOLE   36,966 0 4,061
Enerpac Tool Group COM 292765104   25,912,943 632,023 SH   SOLE   626,292 0 5,731
Extreme Networks COM 30226D106   27,699,910 1,341,400 SH   SOLE   1,329,242 0 12,158
Floor & Decor Holdings COM 339750101   4,892,427 66,383 SH   SOLE   29,572 0 36,811
Generac Holdings Inc COM 368736104   8,233,904 49,187 SH   SOLE   21,844 0 27,343
Ingevity Corp COM 45688C107   23,936,234 433,706 SH   SOLE   376,236 0 57,470
Live Oak Bancshares Inc COM 53803X105   31,497,598 894,310 SH   SOLE   886,209 0 8,101
Louisiana-Pacific Corp COM 546347105   38,027,251 428,042 SH   SOLE   375,150 0 52,892
Modine Manufacturing Co COM 607828100   39,183,987 275,633 SH   SOLE   239,653 0 35,980
MSA Safety Inc COM 553498106   29,254,137 170,013 SH   SOLE   149,597 0 20,416
Murphy USA Inc. COM 626755102   37,253,159 95,949 SH   SOLE   83,818 0 12,131
SEI Investments Co COM 784117103   5,642,270 66,497 SH   SOLE   17,571 0 48,926
Stepan Co COM 858586100   21,305,491 446,656 SH   SOLE   442,605 0 4,051
The Boston Beer Co Inc COM 100557107   19,063,319 90,168 SH   SOLE   78,209 0 11,959
The Brink's Co. COM 109696104   55,999,195 479,199 SH   SOLE   424,207 0 54,992
Thor Industries Inc. COM 885160101   15,659,264 151,020 SH   SOLE   131,726 0 19,294
Timken Co. COM 887389104   27,819,382 370,037 SH   SOLE   324,662 0 45,375
Trex Co COM 89531P105   2,789,508 53,987 SH   SOLE   24,055 0 29,932
US Physical Therapy Inc COM 90337L108   42,918,609 505,222 SH   SOLE   441,722 0 63,500
Valmont Industries Inc COM 920253101   8,828,612 22,770 SH   SOLE   10,202 0 12,568
Watsco Inc COM 942622200   6,572,301 16,256 SH   SOLE   7,372 0 8,884