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   15,202,223 47,108 SH   SOLE   46,624 0 484
AGCO Corp. COM 001084102   28,651,870 247,276 SH   SOLE   215,870 0 31,406
APi Group COM 00187Y100   10,344,675 255,298 SH   SOLE   114,585 0 140,713
Armstrong World Industries Inc COM 04247X102   27,732,214 168,278 SH   SOLE   145,974 0 22,304
Belden Inc COM 077454106   29,669,442 258,377 SH   SOLE   219,578 0 38,799
Boot Barn Holdings Inc COM 099406100   39,860,853 272,348 SH   SOLE   232,900 0 39,448
Broadridge Financial Solutions COM 11133T103   7,352,870 45,254 SH   SOLE   20,197 0 25,057
Crane NXT COM 224441105   31,814,767 783,808 SH   SOLE   673,850 0 109,958
CSW Industrials COM 126402106   23,018,595 88,336 SH   SOLE   87,432 0 904
Darling Ingredients Inc. COM 237266101   48,249,804 780,110 SH   SOLE   662,172 0 117,938
Dorman Products Inc COM 258278100   25,726,932 246,521 SH   SOLE   243,996 0 2,525
Enerpac Tool Group COM 292765104   24,247,955 664,874 SH   SOLE   658,068 0 6,806
Extreme Networks COM 30226D106   34,652,830 2,297,933 SH   SOLE   1,998,898 0 299,035
Floor & Decor Holdings COM 339750101   4,438,599 87,374 SH   SOLE   38,474 0 48,900
Generac Holdings Inc COM 368736104   9,520,970 48,743 SH   SOLE   21,471 0 27,272
Ingevity Corp COM 45688C107   17,882,363 251,051 SH   SOLE   213,650 0 37,401
Kadant Inc COM 48282T104   12,576,312 43,018 SH   SOLE   42,618 0 400
Live Oak Bancshares Inc COM 53803X105   34,179,135 1,033,539 SH   SOLE   899,465 0 134,074
Louisiana-Pacific Corp COM 546347105   35,346,970 485,869 SH   SOLE   417,618 0 68,251
Modine Manufacturing Co COM 607828100   23,900,079 110,286 SH   SOLE   93,776 0 16,510
MSA Safety Inc COM 553498106   27,956,754 170,520 SH   SOLE   146,069 0 24,451
Murphy USA Inc. COM 626755102   41,887,174 84,797 SH   SOLE   72,441 0 12,356
Oshkosh Corp COM 688239201   4,560,566 30,980 SH   SOLE   13,643 0 17,337
SEI Investments Co COM 784117103   5,289,113 67,403 SH   SOLE   17,360 0 50,043
Stepan Co COM 858586100   18,932,374 378,799 SH   SOLE   374,936 0 3,863
The Boston Beer Co Inc COM 100557107   17,237,606 74,816 SH   SOLE   66,493 0 8,323
The Brink's Co. COM 109696104   32,813,714 316,643 SH   SOLE   277,199 0 39,444
Thor Industries Inc. COM 885160101   10,474,138 131,107 SH   SOLE   111,452 0 19,655
US Physical Therapy Inc COM 90337L108   32,975,204 439,904 SH   SOLE   375,225 0 64,679
Valmont Industries Inc COM 920253101   6,631,663 16,597 SH   SOLE   7,309 0 9,288
Watsco Inc COM 942622200   6,783,228 18,646 SH   SOLE   8,185 0 10,461