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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACTIVISION BLIZZARD INCCOM00507V1099,341100,445SH SOLE097,46002,985
ADVANCE AUTO PARTS INCCOM00751Y1069,77153,252SH SOLE051,66801,584
AFFILIATED MANAGERS GROUP INCCOM00825210813,65491,619SH SOLE091,61900
ALASKA AIR GROUP INCCOM01165910913,996202,226SH SOLE0202,22600
ALLEGHENY TECHNOLOGIES INCCOM01741R10293,4164,435,719SH SOLE04,200,6150235,104
ALLEGIANT TRAVELCOM01748X10251,255210,009SH SOLE0196,938013,071
AMERICAN INTERNATIONAL GROUPCOM02687478410,234221,475SH SOLE0214,88206,593
AMN HEALTHCARE SERVICES INCCOM00174410130,899419,256SH SOLE0389,909029,347
ANTHEM INCCOM0367521037,45220,761SH SOLE020,1380623
ARAMARKCOM03852U10619,515516,537SH SOLE0511,55104,986
ARCH CAPITAL GROUP LTDCOMG0450A10510,402271,097SH SOLE0263,01408,083
ARTISAN PARTNERS ASSET MA -ACOM04316A10855,5561,064,898SH SOLE0990,350074,548
AVAYA HOLDINGS CORPCOM05351X10150,1081,787,671SH SOLE01,662,6600125,011
AVIENT CORPORATIONCOM05368V10680,4261,701,423SH SOLE01,605,729095,694
BANK OF AMERICA CORPCOM06050510410,831279,945SH SOLE0271,58308,362
BANK OF NEW YORK MELLON CORPCOM0640581009,462200,084SH SOLE0194,13205,952
BANNER CORPORATIONCOM06652V20852,432983,158SH SOLE0914,174068,984
BM TECHNOLOGIESCOM05591L1072192SH SOLE019200
BOEING COMPANYCOM09702310510,19940,042SH SOLE038,85301,189
BOYD GAMING CORPCOM10330410159,2581,005,060SH SOLE0934,232070,828
BRINKER INTERNATIONAL INCCOM10964110071,3001,003,376SH SOLE0947,379055,997
BRINKS CO COMCOM10969610413,861174,943SH SOLE0174,94300
BRISTOL-MYERS SQUIBB COCOM1101221088,053127,556SH SOLE0123,75003,806
CACTUS INC-ACOM12720310740,3691,318,400SH SOLE01,226,112092,288
CADENCE BANCORPCOM12739A10050,8972,455,234SH SOLE02,283,1160172,118
CAESARS ENTERTAINMENT INCCOM12769G10015,095172,609SH SOLE0172,60900
CATERPILLAR INCCOM1491231013,98017,166SH SOLE015,87501,291
CHARLES RIVER LABORATORIESCOM15986410711,97841,328SH SOLE041,32800
CHEVRON CORPCOM1667641009,99095,331SH SOLE092,49602,835
CIENA CORPORATIONCOM17177930920,189368,947SH SOLE0364,64604,301
CMC MATERIALS INCCOM12571T10032,244182,384SH SOLE0169,614012,770
COGNIZANT TECHNOLOGY SOLUTIONSCOM1924461026,85787,775SH SOLE085,15602,619
COLFAX CORPORATIONCOM19401410613,689312,468SH SOLE0312,46800
COLUMBIA SPORTSWEAR COCOM19851610611,200106,027SH SOLE0106,02700
CORPORATE OFFICE PROPERTIESCOM22002T10816,647632,234SH SOLE0603,644028,590
DARLING INGREDIENTS INCCOM23726610140,093544,886SH SOLE0515,310029,576
DENTSPLY SIRONA INCCOM24906P10912,578197,124SH SOLE0197,12400
DORMAN PRODUCTS INCCOM2582781002122,067SH SOLE02,06700
ECHOSTAR CORPORATIONCOM2787681069,652402,170SH SOLE0390,197011,973
EURONET WORLDWIDE INCCOM29873610913,79899,769SH SOLE099,76900
EXLSERVICE HOLDINGS INCCOM30208110443,638484,007SH SOLE0450,780033,227
FEDEX CORPCOM31428X10610,70237,679SH SOLE036,55901,120
FORTRESS TRANSPORTATION AND INCOM34960p10110,880385,948SH SOLE0374,452011,496
GOLDMAN SACHS GROUP COMCOM38141G10412,65538,699SH SOLE037,54801,151
GRAY TELEVISION INCCOM38937510638,8672,112,356SH SOLE01,964,1710148,185
HANOVER INSURANCE GROUP INC/COM41086710512,43696,057SH SOLE096,05700
HARSCO CORPORATIONCOM41586410745,3002,641,414SH SOLE02,457,3520184,062
HASBRO INCCOM4180561077,20574,955SH SOLE072,72402,231
HEALTHCARE REALTY TRUST INCCOM4219461042,69288,774SH SOLE088,77400
HILLENBRAND INCCOM43157110877,9471,633,764SH SOLE01,541,802091,962
HORACE MANN EDUCATORSCOM44032710439,874922,794SH SOLE0858,133064,661
INDEPENDENT BK CORP MASSCOM45383610823,248276,137SH SOLE0258,669017,468
INTEGER HOLDINGS CORPCOM45826H10920,436221,889SH SOLE0206,342015,547
INTL BUSINESS MACHINES CORPCOM4592001017,57856,870SH SOLE055,17501,695
INVESCO LTD.COMG491BT10815,099598,707SH SOLE0598,70700
ISHARES RUSSELL 2000 ETFCOM4642876552,98313,500SH SOLE013,50000
ITT INCCOM45073V10820,703227,730SH SOLE0225,64302,087
KEMPER CORPCOM48840110042,038527,322SH SOLE0490,372036,950
KENNAMETAL INCCOM48917010046,0321,151,657SH SOLE01,071,069080,588
KEURIG DR PEPPER INCCOM49271v1008,868258,005SH SOLE0250,34407,661
KRAFT HEINZ COMPANYCOM5007541069,332233,304SH SOLE0226,35606,948
L3HARRIS TECHNOLOGIES INCCOM50243110910,21450,397SH SOLE048,90401,493
LAS VEGAS SANDS CORPCOM5178341077,595124,992SH SOLE0121,29703,695
LCI INDUSTRIESCOM50189K10338,452290,685SH SOLE0270,315020,370
LITHIA MOTORS INCCOM53679710362,856161,131SH SOLE0152,12709,004
LOUISIANA PACIFIC CORPCOM54634710557,2701,032,629SH SOLE0968,859063,770
LUMENTUM HOLDINGS INCCOM55024U10912,629138,249SH SOLE0138,24900
MADISON SQUARE GARDEN ENTMCOM55826T10245,638557,916SH SOLE0518,615039,301
MADISON SQUARE GARDEN SPORTSCOM55825T10311,37363,376SH SOLE063,37600
MARKEL CORPCOM57053510414,13512,403SH SOLE012,40300
MARRIOTT VACATIONS WORLDCOM57164Y10758,692336,960SH SOLE0313,324023,636
MAXLINEAR INCCOM57776J10070,4262,066,496SH SOLE01,943,8580122,638
MKS INSTRUMENTS INCCOM55306N10413,13570,840SH SOLE070,84000
MSA SAFETY INCCOM55349810644,429296,154SH SOLE0275,405020,749
NEXSTAR MEDIA GROUP INCCOM65336K10315,463110,115SH SOLE0110,11500
NORWEGIAN CRUISE LINE HOLDINGSCOMG667211047,631276,572SH SOLE0276,57200
NUVASIVE INCCOM67070410543,009656,026SH SOLE0610,018046,008
ON SEMICONDUCTOR CORPCOM68218910512,163292,319SH SOLE0292,31900
ONEMAIN HOLDINGS INCCOM68268W10310,855202,069SH SOLE0196,04706,022
ONESPAWORLD HOLDINGS LTDCOMp7368411351,7384,858,074SH SOLE04,517,0110341,063
PACIFIC PREMIER BANCORP INCCOM69478X10552,6061,211,013SH SOLE01,126,282084,731
PAE INCCOM69290Y1093,713411,645SH SOLE0390,836020,809
PDC ENERGYCOM69327R10140,7401,184,302SH SOLE01,085,069099,233
PHILIP MORRIS INTERNATIONALCOM7181721099,019101,636SH SOLE098,61403,022
PHYSICIANS REALTCOM71943U10414,010792,886SH SOLE0749,873043,013
PINNACLE FINANCIAL PARTNERSCOM72346Q10418,283206,212SH SOLE0206,21200
PIONEER NATURAL RESOURCES COCOM72378710713,21183,180SH SOLE083,18000
PROG HOLDINGS INCCOM74319R1019,638222,648SH SOLE0216,02706,621
PVH CORPCOM69365610067,550639,070SH SOLE0603,065036,005
RENASANT CORPCOM75970E10745,9091,109,458SH SOLE01,031,635077,823
REXNORD CORPCOM76169B10278,1101,658,732SH SOLE01,565,942092,790
SCHWAB CHARLES CORPCOM80851310510,766165,177SH SOLE0160,24804,929
SIGNATURE BANKCOM82669g10413,38259,186SH SOLE059,18600
SPX CORPCOM78463510449,763854,004SH SOLE0794,155059,849
SPX FLOW INCCOM78469x10763,4781,002,343SH SOLE0943,848058,495
STIFEL FINANCIAL CORPCOM86063010271,8901,122,224SH SOLE01,059,173063,051
SYNOVUS FINANCIAL CORPCOM87161C50183,0961,816,308SH SOLE01,715,7690100,539
TARGET CORP COMCOM87612E1064,64323,441SH SOLE022,7430698
TREEHOUSE FOODS INCCOM89469A10467,7981,297,816SH SOLE01,233,957063,859
UNIVERSAL LOGISTICS HOLDINGSCOM91388P1056,152233,835SH SOLE0226,88806,947
UPLAND SOFTWARE INCCOM91544A10939,698841,242SH SOLE0782,207059,035
VALERO ENERGY CORPCOM91913Y1007,310102,099SH SOLE099,07503,024
VMWARE INC CLASS ACOM9285634028,01053,238SH SOLE051,65101,587
WABASH NATIONAL CORPCOM92956610717,393925,176SH SOLE0925,17600
WABTECCOM92974010811,866149,900SH SOLE0149,90000
WALT DISNEY COCOM2546871068,58746,535SH SOLE045,16201,373
WELLS FARGO & COCOM94974610112,329315,555SH SOLE0306,14909,406
XPO LOGISTICS INCCOM98379310013,497109,467SH SOLE0109,46700