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
EATON CORP PLC SHS G29183103   1,460,089 4,090 SH   SOLE   4,090 0 0
WHITE MTNS INS GROUP LTD COM G9618E107   9,682,522 5,392 SH   SOLE   791 0 4,601
AAR CORP COM 000361105   8,761,507 127,366 SH   SOLE   18,559 0 108,807
ADT INC DEL COM 00090Q103   6,739,486 795,689 SH   SOLE   116,896 0 678,793
ABBVIE INC COM 00287Y109   4,870,483 26,239 SH   SOLE   26,239 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   3,657,764 161,206 SH   SOLE   23,654 0 137,552
ACADIA PHARMACEUTICALS INC COM 004225108   2,203,936 102,176 SH   SOLE   14,984 0 87,192
ADTALEM GLOBAL ED INC COM 00737L103   15,759,344 123,865 SH   SOLE   18,160 0 105,705
ADVANCE AUTO PARTS INC COM 00751Y106   3,169,828 68,183 SH   SOLE   10,017 0 58,166
AGREE RLTY CORP COM 008492100   7,255,516 99,309 SH   SOLE   14,732 0 84,577
ALPHABET INC CAP STK CL C 02079K107   390,258 2,200 SH   SOLE   2,200 0 0
ALPHABET INC CAP STK CL A 02079K305   1,548,004 8,784 SH   SOLE   8,784 0 0
AMAZON COM INC COM 023135106   537,506 2,450 SH   SOLE   2,450 0 0
AMERICAN TOWER CORP NEW COM 03027X100   403,804 1,827 SH   SOLE   1,827 0 0
AMERIS BANCORP COM 03076K108   11,102,132 171,594 SH   SOLE   25,050 0 146,544
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105   10,189,873 1,259,564 SH   SOLE   184,798 0 1,074,766
ANGIODYNAMICS INC COM 03475V101   3,357,007 338,408 SH   SOLE   49,607 0 288,801
ANTERO MIDSTREAM CORP COM 03676B102   6,796,948 358,678 SH   SOLE   54,514 0 304,164
APELLIS PHARMACEUTICALS INC COM 03753U106   1,239,379 71,599 SH   SOLE   10,507 0 61,092
APPLE INC COM 037833100   1,913,210 9,325 SH   SOLE   9,325 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   1,458,276 104,014 SH   SOLE   15,267 0 88,747
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   5,076,849 114,524 SH   SOLE   16,744 0 97,780
AVIENT CORPORATION COM 05368V106   5,298,161 163,979 SH   SOLE   23,896 0 140,083
BANK AMERICA CORP COM 060505104   219,565 4,640 SH   SOLE   4,640 0 0
BANNER CORP COM NEW 06652V208   7,143,423 111,355 SH   SOLE   16,273 0 95,082
BELDEN INC COM 077454106   5,124,613 44,254 SH   SOLE   6,498 0 37,756
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,171,677 2,412 SH   SOLE   2,412 0 0
BGC GROUP INC CL A 088929104   7,052,705 689,414 SH   SOLE   101,126 0 588,288
BLACK HILLS CORP COM 092113109   9,596,466 171,060 SH   SOLE   23,720 0 147,340
BOOT BARN HLDGS INC COM 099406100   4,836,944 31,822 SH   SOLE   4,925 0 26,897
BROADCOM INC COM 11135F101   248,085 900 SH   SOLE   900 0 0
THE CIGNA GROUP COM 125523100   400,002 1,210 SH   SOLE   1,210 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   10,158,347 36,755 SH   SOLE   5,392 0 31,363
CENTERSPACE COM 15202L107   7,344,865 122,028 SH   SOLE   20,965 0 101,063
COHERENT CORP COM 19247G107   5,130,021 57,505 SH   SOLE   8,442 0 49,063
COLUMBIA BKG SYS INC COM 197236102   5,335,363 228,202 SH   SOLE   33,457 0 194,745
COMERICA INC COM 200340107   7,329,255 122,871 SH   SOLE   18,405 0 104,466
COMMUNITY HEALTHCARE TR INC COM 20369C106   6,518,611 391,979 SH   SOLE   61,059 0 330,920
COMSTOCK RES INC COM 205768302   1,517,063 54,827 SH   SOLE   0 0 54,827
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102   3,174,486 154,326 SH   SOLE   22,678 0 131,648
QUIDELORTHO CORP COM 219798105   3,292,397 114,240 SH   SOLE   16,752 0 97,488
COSTCO WHSL CORP NEW COM 22160K105   599,904 606 SH   SOLE   606 0 0
COUSINS PPTYS INC COM NEW 222795502   3,420,807 113,913 SH   SOLE   16,721 0 97,192
DOVER CORP COM 260003108   662,376 3,615 SH   SOLE   3,615 0 0
DUCOMMUN INC DEL COM 264147109   9,308,104 112,648 SH   SOLE   16,528 0 96,120
EDGEWELL PERS CARE CO COM 28035Q102   2,554,991 109,141 SH   SOLE   15,956 0 93,185
ELANCO ANIMAL HEALTH INC COM 28414H103   3,076,455 215,438 SH   SOLE   31,595 0 183,843
ENHABIT INC COM 29332G102   3,094,025 320,957 SH   SOLE   47,165 0 273,792
ENPRO INC COM 29355X107   5,876,179 30,677 SH   SOLE   4,486 0 26,191
ENTERPRISE FINL SVCS CORP COM 293712105   7,223,445 131,097 SH   SOLE   19,232 0 111,865
EQUINIX INC COM 29444U700   459,782 578 SH   SOLE   578 0 0
EXTRA SPACE STORAGE INC COM 30225T102   269,225 1,826 SH   SOLE   1,826 0 0
F N B CORP COM 302520101   8,961,859 614,668 SH   SOLE   89,816 0 524,852
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   225,221 2,371 SH   SOLE   2,371 0 0
FIRST HORIZON CORPORATION COM 320517105   10,593,598 499,698 SH   SOLE   73,173 0 426,525
FIRST MERCHANTS CORP COM 320817109   10,209,937 266,578 SH   SOLE   39,107 0 227,471
FULLER H B CO COM 359694106   3,829,089 63,659 SH   SOLE   9,337 0 54,322
G III APPAREL GROUP LTD COM 36237H101   4,962,138 221,524 SH   SOLE   32,499 0 189,025
GALLAGHER ARTHUR J & CO COM 363576109   736,276 2,300 SH   SOLE   2,300 0 0
GIBRALTAR INDS INC COM 374689107   3,228,893 54,727 SH   SOLE   8,042 0 46,685
GOLDEN ENTMT INC COM 381013101   2,805,297 95,321 SH   SOLE   13,929 0 81,392
HERC HLDGS INC COM 42704L104   5,688,218 43,194 SH   SOLE   6,325 0 36,869
CRESCENT ENERGY COMPANY CL A COM 44952J104   2,504,518 291,223 SH   SOLE   40,435 0 250,788
INDEPENDENCE RLTY TR INC COM 45378A106   6,304,309 356,377 SH   SOLE   59,125 0 297,252
INVESCO EXCHANGE TRADED FD T S&P SPIN OFF 46137V159   620,860 7,400 SH   SOLE   7,400 0 0
INVITATION HOMES INC COM 46187W107   261,285 7,966 SH   SOLE   7,966 0 0
ISHARES TR MSCI EAFE ETF 464287465   314,653 3,520 SH   SOLE   3,520 0 0
ISHARES TR U.S. REAL ES ETF 464287739   222,710 2,350 SH   SOLE   2,350 0 0
JPMORGAN CHASE & CO. COM 46625H100   246,713 851 SH   SOLE   851 0 0
JOHNSON & JOHNSON COM 478160104   868,995 5,689 SH   SOLE   5,689 0 0
KEMPER CORP COM 488401100   10,198,740 158,022 SH   SOLE   23,170 0 134,852
KFORCE INC COM 493732101   2,708,246 65,846 SH   SOLE   9,638 0 56,208
KITE RLTY GROUP TR COM NEW 49803T300   6,121,230 270,253 SH   SOLE   39,649 0 230,604
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   8,721,554 207,854 SH   SOLE   30,511 0 177,343
LSI INDS INC OHIO COM 50216C108   3,671,438 215,840 SH   SOLE   33,277 0 182,563
LA Z BOY INC COM 505336107   3,937,492 105,932 SH   SOLE   15,438 0 90,494
LADDER CAP CORP CL A 505743104   5,011,177 466,156 SH   SOLE   68,689 0 397,467
LANTHEUS HLDGS INC COM 516544103   6,426,337 78,504 SH   SOLE   11,482 0 67,022
MKS INC. COM 55306N104   7,139,115 71,851 SH   SOLE   10,551 0 61,300
MACERICH CO COM 554382101   3,222,101 199,141 SH   SOLE   29,914 0 169,227
MAGNOLIA OIL & GAS CORP CL A 559663109   4,257,217 189,378 SH   SOLE   35,130 0 154,248
MATERION CORP COM 576690101   2,969,549 37,414 SH   SOLE   5,495 0 31,919
PATHWARD FINANCIAL INC COM 59100U108   12,925,439 163,365 SH   SOLE   23,899 0 139,466
MICROSOFT CORP COM 594918104   2,029,433 4,080 SH   SOLE   4,080 0 0
MID-AMER APT CMNTYS INC COM 59522J103   241,108 1,629 SH   SOLE   1,629 0 0
MIMEDX GROUP INC COM 602496101   2,516,758 411,908 SH   SOLE   60,425 0 351,483
MIRUM PHARMACEUTICALS INC COM 604749101   1,809,699 35,561 SH   SOLE   5,214 0 30,347
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   12,925,072 74,733 SH   SOLE   11,149 0 63,584
NORTHERN OIL & GAS INC COM 665531307   4,088,013 144,198 SH   SOLE   19,517 0 124,681
NVIDIA CORPORATION COM 67066G104   2,156,564 13,650 SH   SOLE   13,650 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   3,830,611 39,552 SH   SOLE   6,406 0 33,146
OLD NATL BANCORP IND COM 680033107   7,752,224 363,272 SH   SOLE   53,137 0 310,135
ONEMAIN HLDGS INC COM 68268W103   7,471,161 131,073 SH   SOLE   19,450 0 111,623
OTTER TAIL CORP COM 689648103   7,394,396 95,919 SH   SOLE   13,941 0 81,978
PBF ENERGY INC CL A 69318G106   207,620 9,581 SH   SOLE   1,573 0 8,008
PACIFIC PREMIER BANCORP COM 69478X105   5,523,787 261,915 SH   SOLE   38,401 0 223,514
PACIRA BIOSCIENCES INC COM 695127100   4,623,144 193,437 SH   SOLE   28,413 0 165,024
PALO ALTO NETWORKS INC COM 697435105   239,429 1,170 SH   SOLE   1,170 0 0
PEPSICO INC COM 713448108   411,041 3,113 SH   SOLE   3,113 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   6,167,572 452,832 SH   SOLE   73,168 0 379,664
PINNACLE FINL PARTNERS INC COM 72346Q104   7,640,372 69,200 SH   SOLE   10,129 0 59,071
PORTLAND GEN ELEC CO COM NEW 736508847   7,379,952 181,638 SH   SOLE   26,633 0 155,005
PREFERRED BK LOS ANGELES CA COM NEW 740367404   11,038,036 127,541 SH   SOLE   18,580 0 108,961
PRIMORIS SVCS CORP COM 74164F103   12,225,045 156,852 SH   SOLE   23,013 0 133,839
PROLOGIS INC. COM 74340W103   326,187 3,103 SH   SOLE   3,103 0 0
REV GROUP INC COM 749527107   6,057,826 127,292 SH   SOLE   18,666 0 108,626
RANGE RES CORP COM 75281A109   11,100,022 272,929 SH   SOLE   37,928 0 235,001
RYDER SYS INC COM 783549108   7,014,126 44,114 SH   SOLE   6,469 0 37,645
RYMAN HOSPITALITY PPTYS INC COM 78377T107   8,373,334 84,862 SH   SOLE   14,235 0 70,627
SL GREEN RLTY CORP COM 78440X887   6,559,914 105,976 SH   SOLE   17,872 0 88,104
SPDR S&P 500 ETF TR TR UNIT 78462F103   213,158 345 SH   SOLE   345 0 0
SANMINA CORPORATION COM 801056102   8,575,973 87,662 SH   SOLE   12,853 0 74,809
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   867,817 36,417 SH   SOLE   36,417 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   2,494,860 102,081 SH   SOLE   102,081 0 0
SCHWAB STRATEGIC TR US REIT ETF 808524847   347,257 16,411 SH   SOLE   16,411 0 0
SIMON PPTY GROUP INC NEW COM 828806109   418,941 2,606 SH   SOLE   2,606 0 0
SKYWEST INC COM 830879102   17,856,748 173,417 SH   SOLE   25,449 0 147,968
SONIC AUTOMOTIVE INC CL A 83545G102   8,807,087 110,185 SH   SOLE   16,160 0 94,025
SOTERA HEALTH CO COM 83601L102   3,045,479 273,874 SH   SOLE   41,664 0 232,210
SOUTHWEST GAS HLDGS INC COM 844895102   6,109,428 82,127 SH   SOLE   12,053 0 70,074
SPARTANNASH CO COM 847215100   8,600,084 324,654 SH   SOLE   47,657 0 276,997
STONEX GROUP INC COM 861896108   12,177,489 133,613 SH   SOLE   19,598 0 114,015
SUN CMNTYS INC COM 866674104   237,169 1,875 SH   SOLE   1,875 0 0
SYNOVUS FINL CORP COM NEW 87161C501   8,686,703 167,859 SH   SOLE   24,611 0 143,248
TRI POINTE HOMES INC COM 87265H109   6,613,043 206,981 SH   SOLE   30,138 0 176,843
TTM TECHNOLOGIES INC COM 87305R109   16,703,666 409,203 SH   SOLE   60,016 0 349,187
TERRENO RLTY CORP COM 88146M101   6,444,630 114,939 SH   SOLE   16,823 0 98,116
TEXAS CAP BANCSHARES INC COM 88224Q107   8,735,429 110,018 SH   SOLE   16,078 0 93,940
THRYV HLDGS INC COM NEW 886029206   1,850,582 152,186 SH   SOLE   22,306 0 129,880
TIMKEN CO COM 887389104   3,487,914 48,076 SH   SOLE   7,049 0 41,027
TREEHOUSE FOODS INC COM 89469A104   5,575,152 287,083 SH   SOLE   42,158 0 244,925
TWO HBRS INVT CORP COM 90187B804   2,554,202 237,159 SH   SOLE   34,780 0 202,379
UMB FINL CORP COM 902788108   4,482,340 42,624 SH   SOLE   6,232 0 36,392
UNILEVER PLC SPON ADR NEW 904767704   367,020 6,000 SH   SOLE   6,000 0 0
URBAN OUTFITTERS INC COM 917047102   4,634,581 63,890 SH   SOLE   9,369 0 54,521
VERACYTE INC COM 92337F107   1,333,255 49,325 SH   SOLE   7,232 0 42,093
VERINT SYS INC COM 92343X100   3,371,694 171,413 SH   SOLE   25,144 0 146,269
VERITEX HLDGS INC COM 923451108   3,549,104 135,981 SH   SOLE   19,982 0 115,999
VERRA MOBILITY CORP CL A COM STK 92511U102   6,996,545 275,563 SH   SOLE   40,494 0 235,069
ELME COMMUNITIES SH BEN INT 939653101   2,987,642 187,902 SH   SOLE   27,582 0 160,320
WELLTOWER INC COM 95040Q104   205,076 1,334 SH   SOLE   1,334 0 0
WINTRUST FINL CORP COM 97650W108   15,012,118 121,085 SH   SOLE   17,743 0 103,342