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   1,530,683 4,090 SH   SOLE   0 0 4,090
WHITE MTNS INS GROUP LTD COM G9618E107   9,201,718 5,505 SH   SOLE   768 0 4,737
AAR CORP COM 000361105   11,658,176 130,012 SH   SOLE   18,007 0 112,005
ADT INC DEL COM 00090Q103   7,099,268 815,071 SH   SOLE   113,551 0 701,520
ABBVIE INC COM 00287Y109   6,075,378 26,239 SH   SOLE   39 0 26,200
ACADIA PHARMACEUTICALS INC COM 004225108   2,226,680 104,343 SH   SOLE   14,546 0 89,797
ADTALEM GLOBAL ED INC COM 00737L103   19,529,430 126,445 SH   SOLE   17,623 0 108,822
ADVANCE AUTO PARTS INC COM 00751Y106   4,288,360 69,843 SH   SOLE   9,731 0 60,112
AGIOS PHARMACEUTICALS INC COM 00847X104   1,870,845 46,608 SH   SOLE   6,503 0 40,105
AGREE RLTY CORP COM 008492100   7,187,401 101,174 SH   SOLE   14,101 0 87,073
ALERUS FINL CORP COM 01446U103   3,661,292 165,370 SH   SOLE   23,083 0 142,287
ALLETE INC COM NEW 018522300   7,088,266 106,751 SH   SOLE   14,053 0 92,698
ALPHABET INC CAP STK CL C 02079K107   535,810 2,200 SH   SOLE   0 0 2,200
ALPHABET INC CAP STK CL A 02079K305   2,135,390 8,784 SH   SOLE   0 0 8,784
AMAZON COM INC COM 023135106   537,947 2,450 SH   SOLE   0 0 2,450
AMERICAN TOWER CORP NEW COM 03027X100   314,636 1,636 SH   SOLE   1,636 0 0
AMERIS BANCORP COM 03076K108   12,840,760 175,157 SH   SOLE   24,306 0 150,851
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105   12,870,698 1,285,784 SH   SOLE   179,327 0 1,106,457
ANGIODYNAMICS INC COM 03475V101   6,789,394 607,824 SH   SOLE   84,743 0 523,081
ANTERO MIDSTREAM CORP COM 03676B102   7,127,832 366,658 SH   SOLE   53,010 0 313,648
APPLE INC COM 037833100   2,317,133 9,100 SH   SOLE   0 0 9,100
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   2,003,887 106,307 SH   SOLE   14,827 0 91,480
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   5,073,764 116,907 SH   SOLE   16,248 0 100,659
ATLANTIC UN BANKSHARES CORP COM 04911A107   3,746,351 106,159 SH   SOLE   14,810 0 91,349
AVANTOR INC COM 05352A100   3,501,214 280,546 SH   SOLE   39,142 0 241,404
AVIENT CORPORATION COM 05368V106   1,779,498 54,006 SH   SOLE   7,537 0 46,469
BANK AMERICA CORP COM 060505104   239,378 4,640 SH   SOLE   0 0 4,640
BANNER CORP COM NEW 06652V208   7,445,254 113,668 SH   SOLE   15,790 0 97,878
BELDEN INC COM 077454106   5,447,509 45,294 SH   SOLE   6,311 0 38,983
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,192,499 2,372 SH   SOLE   0 0 2,372
BGC GROUP INC CL A 088929104   6,665,308 704,578 SH   SOLE   98,206 0 606,372
BLACK HILLS CORP COM 092113109   10,757,309 174,660 SH   SOLE   22,971 0 151,689
BOOT BARN HLDGS INC COM 099406100   3,461,228 20,886 SH   SOLE   2,871 0 18,015
BROADCOM INC COM 11135F101   296,919 900 SH   SOLE   100 0 800
THE CIGNA GROUP COM 125523100   348,783 1,210 SH   SOLE   0 0 1,210
CAL MAINE FOODS INC COM NEW 128030202   6,082,718 64,641 SH   SOLE   9,018 0 55,623
CALIFORNIA RES CORP COM STOCK 13057Q305   1,679,371 31,579 SH   SOLE   4,160 0 27,419
CARPENTER TECHNOLOGY CORP COM 144285103   5,698,001 23,206 SH   SOLE   3,238 0 19,968
CENTERSPACE COM 15202L107   7,333,580 124,509 SH   SOLE   20,111 0 104,398
CLEVELAND-CLIFFS INC NEW COM 185899101   3,940,527 322,994 SH   SOLE   45,070 0 277,924
COLUMBIA BKG SYS INC COM 197236102   12,293,398 477,599 SH   SOLE   66,558 0 411,041
COMERICA INC COM 200340107   8,593,847 125,421 SH   SOLE   17,874 0 107,547
COMMUNITY HEALTHCARE TR INC COM 20369C106   6,120,413 400,027 SH   SOLE   59,351 0 340,676
COMSTOCK RES INC COM 205768302   1,087,219 54,827 SH   SOLE   0 0 54,827
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102   3,308,656 158,082 SH   SOLE   22,034 0 136,048
QUIDELORTHO CORP COM 219798105   3,435,784 116,665 SH   SOLE   16,263 0 100,402
COSTCO WHSL CORP NEW COM 22160K105   560,932 606 SH   SOLE   0 0 606
COUSINS PPTYS INC COM NEW 222795502   3,369,397 116,427 SH   SOLE   16,239 0 100,188
CRINETICS PHARMACEUTICALS IN COM 22663K107   2,249,725 54,015 SH   SOLE   7,542 0 46,473
DOVER CORP COM 260003108   603,090 3,615 SH   SOLE   0 0 3,615
DUCOMMUN INC DEL COM 264147109   11,066,101 115,116 SH   SOLE   16,045 0 99,071
EDGEWELL PERS CARE CO COM 28035Q102   2,268,328 111,411 SH   SOLE   15,483 0 95,928
ELANCO ANIMAL HEALTH INC COM 28414H103   4,429,974 219,959 SH   SOLE   30,662 0 189,297
ENHABIT INC COM 29332G102   2,633,448 328,770 SH   SOLE   45,825 0 282,945
ENPRO INC COM 29355X107   7,076,964 31,314 SH   SOLE   4,353 0 26,961
ENTERPRISE FINL SVCS CORP COM 293712105   7,759,289 133,827 SH   SOLE   18,662 0 115,165
EQUINIX INC COM 29444U700   339,143 433 SH   SOLE   433 0 0
EXTRA SPACE STORAGE INC COM 30225T102   221,276 1,570 SH   SOLE   1,570 0 0
F N B CORP COM 302520101   10,108,042 627,439 SH   SOLE   87,152 0 540,287
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   239,294 2,362 SH   SOLE   1,662 0 700
FIRST HORIZON CORPORATION COM 320517105   11,533,316 510,098 SH   SOLE   71,004 0 439,094
FIRST MERCHANTS CORP COM 320817109   10,259,263 272,129 SH   SOLE   37,949 0 234,180
FULLER H B CO COM 359694106   3,852,311 64,985 SH   SOLE   9,060 0 55,925
G III APPAREL GROUP LTD COM 36237H101   3,669,758 137,909 SH   SOLE   19,239 0 118,670
GALLAGHER ARTHUR J & CO COM 363576109   712,402 2,300 SH   SOLE   0 0 2,300
GIBRALTAR INDS INC COM 374689107   3,521,887 56,081 SH   SOLE   7,814 0 48,267
GRIFFON CORP COM 398433102   3,656,647 48,019 SH   SOLE   6,702 0 41,317
HECLA MNG CO COM 422704106   7,565,924 625,283 SH   SOLE   89,421 0 535,862
HERC HLDGS INC COM 42704L104   5,143,539 44,090 SH   SOLE   6,136 0 37,954
CRESCENT ENERGY COMPANY CL A COM 44952J104   2,652,326 297,346 SH   SOLE   39,159 0 258,187
INDEPENDENCE RLTY TR INC COM 45378A106   5,923,969 361,438 SH   SOLE   55,443 0 305,995
INVESCO EXCHANGE TRADED FD T S&P SPIN OFF 46137V159   689,121 7,400 SH   SOLE   0 0 7,400
INVITATION HOMES INC COM 46187W107   204,049 6,957 SH   SOLE   6,957 0 0
ISHARES TR MSCI EAFE ETF 464287465   328,662 3,520 SH   SOLE   0 0 3,520
ISHARES TR U.S. REAL ES ETF 464287739   228,138 2,350 SH   SOLE   0 0 2,350
JPMORGAN CHASE & CO. COM 46625H100   268,431 851 SH   SOLE   53 0 798
JOHNSON & JOHNSON COM 478160104   1,054,854 5,689 SH   SOLE   0 0 5,689
KEMPER CORP COM 488401100   8,316,046 161,320 SH   SOLE   22,488 0 138,832
KITE RLTY GROUP TR COM NEW 49803T300   6,152,146 275,881 SH   SOLE   38,476 0 237,405
KONTOOR BRANDS INC COM 50050N103   8,353,116 104,715 SH   SOLE   14,608 0 90,107
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   6,381,735 212,512 SH   SOLE   29,635 0 182,877
LSI INDS INC OHIO COM 50216C108   5,201,212 220,297 SH   SOLE   32,348 0 187,949
LA Z BOY INC COM 505336107   3,711,056 108,131 SH   SOLE   14,978 0 93,153
LADDER CAP CORP CL A 505743104   5,191,207 475,821 SH   SOLE   66,672 0 409,149
LANTHEUS HLDGS INC COM 516544103   4,110,278 80,138 SH   SOLE   11,142 0 68,996
M/I HOMES INC COM 55305B101   3,689,142 25,541 SH   SOLE   3,561 0 21,980
MKS INC. COM 55306N104   9,102,293 73,542 SH   SOLE   10,247 0 63,295
MACERICH CO COM 554382101   3,689,395 202,714 SH   SOLE   28,275 0 174,439
MAGNOLIA OIL & GAS CORP CL A 559663109   6,367,418 266,754 SH   SOLE   45,264 0 221,490
MATERION CORP COM 576690101   7,547,846 62,477 SH   SOLE   8,719 0 53,758
PEDIATRIX MEDICAL GROUP INC COM 58502B106   3,889,735 232,223 SH   SOLE   32,386 0 199,837
PATHWARD FINANCIAL INC COM 59100U108   12,341,908 166,760 SH   SOLE   23,191 0 143,569
MICROSOFT CORP COM 594918104   2,113,236 4,080 SH   SOLE   0 0 4,080
MIMEDX GROUP INC COM 602496101   2,938,259 420,954 SH   SOLE   58,678 0 362,276
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   15,102,195 76,374 SH   SOLE   10,619 0 65,755
NORTHERN OIL & GAS INC COM 665531307   3,649,047 147,139 SH   SOLE   18,904 0 128,235
NVIDIA CORPORATION COM 67066G104   2,495,508 13,375 SH   SOLE   0 0 13,375
CHORD ENERGY CORPORATION COM NEW 674215207   5,942,028 59,797 SH   SOLE   9,126 0 50,671
OLD NATL BANCORP IND COM 680033107   8,139,587 370,824 SH   SOLE   51,561 0 319,263
ONEMAIN HLDGS INC COM 68268W103   7,567,898 134,040 SH   SOLE   18,897 0 115,143
OTTER TAIL CORP COM 689648103   8,025,929 97,913 SH   SOLE   13,526 0 84,387
PBF ENERGY INC CL A 69318G106   289,059 9,581 SH   SOLE   1,573 0 8,008
TXNM ENERGY INC COM 69349H107   7,235,629 127,951 SH   SOLE   18,812 0 109,139
PTC THERAPEUTICS INC COM 69366J200   2,285,051 37,234 SH   SOLE   5,191 0 32,043
PACIRA BIOSCIENCES INC COM 695127100   3,785,690 146,903 SH   SOLE   20,486 0 126,417
PALO ALTO NETWORKS INC COM 697435105   238,235 1,170 SH   SOLE   0 0 1,170
PENGUIN SOLUTIONS INC COM 706915105   7,787,079 296,312 SH   SOLE   41,319 0 254,993
PEPSICO INC COM 713448108   437,190 3,113 SH   SOLE   0 0 3,113
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   3,726,099 166,418 SH   SOLE   23,222 0 143,196
PINNACLE FINL PARTNERS INC COM 72346Q104   5,458,672 58,201 SH   SOLE   8,120 0 50,081
PORTLAND GEN ELEC CO COM NEW 736508847   3,666,564 83,331 SH   SOLE   11,623 0 71,708
PREFERRED BK LOS ANGELES CA COM NEW 740367404   11,767,874 130,190 SH   SOLE   18,028 0 112,162
PRIMORIS SVCS CORP COM 74164F103   19,166,461 139,565 SH   SOLE   19,475 0 120,090
PROLOGIS INC. COM 74340W103   329,130 2,874 SH   SOLE   2,874 0 0
QUANTA SVCS INC COM 74762E102   203,066 490 SH   SOLE   0 0 490
REV GROUP INC COM 749527107   7,364,323 129,951 SH   SOLE   18,113 0 111,838
RALLIANT CORP COM 750940108   3,791,959 86,713 SH   SOLE   12,107 0 74,606
RANGE RES CORP COM 75281A109   6,203,674 164,816 SH   SOLE   21,695 0 143,121
RYDER SYS INC COM 783549108   8,498,232 45,050 SH   SOLE   6,281 0 38,769
RYMAN HOSPITALITY PPTYS INC COM 78377T107   7,738,336 86,375 SH   SOLE   13,666 0 72,709
SL GREEN RLTY CORP COM 78440X887   6,439,803 107,671 SH   SOLE   16,967 0 90,704
SPDR S&P 500 ETF TR TR UNIT 78462F103   229,832 345 SH   SOLE   0 0 345
SANMINA CORPORATION COM 801056102   12,265,431 106,554 SH   SOLE   14,855 0 91,699
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   936,281 36,417 SH   SOLE   0 0 36,417
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   2,688,814 102,081 SH   SOLE   0 0 102,081
SCHWAB STRATEGIC TR US REIT ETF 808524847   353,985 16,411 SH   SOLE   0 0 16,411
SIMON PPTY GROUP INC NEW COM 828806109   445,904 2,376 SH   SOLE   2,142 0 234
SKYWEST INC COM 830879102   14,106,723 140,198 SH   SOLE   19,568 0 120,630
SONIC AUTOMOTIVE INC CL A 83545G102   8,561,723 112,521 SH   SOLE   15,689 0 96,832
SOTERA HEALTH CO COM 83601L102   4,369,243 277,765 SH   SOLE   38,705 0 239,060
SOUTHWEST GAS HLDGS INC COM 844895102   6,577,348 83,959 SH   SOLE   11,706 0 72,253
STONEX GROUP INC COM 861896108   13,779,314 136,537 SH   SOLE   19,026 0 117,511
SYNOVUS FINL CORP COM NEW 87161C501   7,211,668 146,937 SH   SOLE   20,498 0 126,439
TRI POINTE HOMES INC COM 87265H109   7,177,250 211,282 SH   SOLE   29,241 0 182,041
TTM TECHNOLOGIES INC COM 87305R109   14,684,371 254,937 SH   SOLE   35,569 0 219,368
TERRENO RLTY CORP COM 88146M101   6,658,478 117,330 SH   SOLE   16,325 0 101,005
TEXAS CAP BANCSHARES INC COM 88224Q107   9,493,311 112,307 SH   SOLE   15,602 0 96,705
TIMKEN CO COM 887389104   3,691,037 49,096 SH   SOLE   6,843 0 42,253
TREEHOUSE FOODS INC COM 89469A104   5,938,830 293,856 SH   SOLE   40,940 0 252,916
UMB FINL CORP COM 902788108   5,149,172 43,508 SH   SOLE   6,047 0 37,461
UNILEVER PLC SPON ADR NEW 904767704   355,680 6,000 SH   SOLE   0 0 6,000
URBAN OUTFITTERS INC COM 917047102   4,660,379 65,244 SH   SOLE   9,096 0 56,148
VERACYTE INC COM 92337F107   1,728,618 50,353 SH   SOLE   7,018 0 43,335
VERITEX HLDGS INC COM 923451108   4,670,528 139,294 SH   SOLE   19,415 0 119,879
VERRA MOBILITY CORP CL A COM STK 92511U102   6,971,624 282,252 SH   SOLE   39,325 0 242,927
ELME COMMUNITIES SH BEN INT 939653101   3,237,845 192,043 SH   SOLE   26,787 0 165,256
WINTRUST FINL CORP COM 97650W108   16,370,379 123,606 SH   SOLE   17,217 0 106,389