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
ACV AUCTIONS INC COM 00091G104   25,510,206 1,683,842 SH   SOLE   1,638,728 0 45,114
ADVANCED DRAIN SYS INC DEL COM 00790R104   33,088,232 235,269 SH   SOLE   234,577 0 692
AGILYSYS INC COM 00847J105   10,698,771 126,135 SH   SOLE   119,403 0 6,732
ALLSTATE CORP COM 020002101   17,569,310 125,513 SH   SOLE   125,513 0 0
AMERICAN INTL GROUP INC COM 026874784   2,113,868 31,201 SH   SOLE   31,201 0 0
AMETEK INC COM 031100100   13,280,076 80,539 SH   SOLE   80,539 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   17,159,342 99,365 SH   SOLE   96,444 0 2,921
ARCOSA INC COM 039653100   52,673,496 637,385 SH   SOLE   624,524 0 12,861
ASHLAND INC COM 044186104   34,892,874 413,864 SH   SOLE   412,442 0 1,422
ATMOS ENERGY CORP COM 049560105   33,725,393 290,987 SH   SOLE   290,241 0 746
AVERY DENNISON CORP COM 053611109   15,286,935 75,618 SH   SOLE   75,618 0 0
BIO-TECHNE CORP COM 09073M104   17,999,422 233,274 SH   SOLE   232,638 0 636
BJS RESTAURANTS INC COM 09180C106   13,566,047 376,730 SH   SOLE   362,251 0 14,479
BURLINGTON STORES INC COM 122017106   50,318,588 258,734 SH   SOLE   258,032 0 702
CACTUS INC COM 127203107   7,067,191 155,665 SH   SOLE   147,361 0 8,304
CADENCE BANK COM 12740C103   37,252,863 1,258,968 SH   SOLE   1,227,778 0 31,190
CANADIAN PACIFIC KANSAS CITY COM 13646K108   27,330,647 345,695 SH   SOLE   345,695 0 0
CAPITOL FED FINL INC COM 14057J101   6,930,635 1,074,517 SH   SOLE   1,017,174 0 57,343
CBRE GROUP INC COM 12504L109   11,713,980 125,835 SH   SOLE   125,835 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   6,811,687 598,041 SH   SOLE   598,041 0 0
CENTRAL PAC FINL CORP COM 154760409   13,615,116 691,825 SH   SOLE   654,888 0 36,937
CHAMPIONX CORPORATION COM 15872M104   42,611,869 1,458,811 SH   SOLE   1,431,618 0 27,193
CHESAPEAKE UTILS CORP COM 165303108   6,804,262 64,416 SH   SOLE   60,980 0 3,436
CIENA CORP COM 171779309   26,231,783 582,799 SH   SOLE   581,019 0 1,780
CLARIVATE PLC COM G21810109   26,465,562 2,858,052 SH   SOLE   2,851,430 0 6,622
CLEAN HARBORS INC COM 184496107   31,280,918 179,250 SH   SOLE   175,856 0 3,394
COPT DEFENSE PROPERTIES COM 22002T108   13,077,374 510,237 SH   SOLE   483,004 0 27,233
CORTEVA INC COM 22052L104   9,550,168 199,294 SH   SOLE   199,294 0 0
CRANE COMPANY COM 224408104   1,303,557 11,034 SH   SOLE   11,034 0 0
CRH PLC COM G25508105   14,210,651 205,475 SH   SOLE   205,475 0 0
DANAHER CORPORATION COM 235851102   9,242,958 39,954 SH   SOLE   39,954 0 0
DIGITAL RLTY TR INC COM 253868103   3,722,752 27,662 SH   SOLE   27,662 0 0
EAGLE MATLS INC COM 26969P108   18,884,810 93,102 SH   SOLE   92,634 0 468
ECOVYST INC COM 27923Q109   8,399,543 859,728 SH   SOLE   813,832 0 45,896
ENVESTNET INC COM 29404K106   22,897,157 462,382 SH   SOLE   443,799 0 18,583
EVERCORE INC COM 29977A105   13,589,409 79,447 SH   SOLE   79,237 0 210
EVEREST GROUP LTD COM G3223R108   26,557,394 75,110 SH   SOLE   74,913 0 197
FIDELITY NATL INFORMATION SV COM 31620M106   22,709,043 378,043 SH   SOLE   378,043 0 0
FIRST AMERN FINL CORP COM 31847R102   23,252,658 360,842 SH   SOLE   359,434 0 1,408
FIRST INTST BANCSYSTEM INC COM 32055Y201   4,947,737 160,902 SH   SOLE   152,309 0 8,593
GENERAL ELECTRIC CO COM 369604301   7,590,284 59,471 SH   SOLE   59,471 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   11,765,340 242,135 SH   SOLE   229,242 0 12,893
HAYWARD HLDGS INC COM 421298100   19,669,680 1,446,300 SH   SOLE   1,405,601 0 40,699
HORACE MANN EDUCATORS CORP COM 440327104   31,292,330 956,952 SH   SOLE   931,022 0 25,930
HUB GROUP INC COM 443320106   38,401,315 417,678 SH   SOLE   407,899 0 9,779
HUMANA INC COM 444859102   5,298,693 11,574 SH   SOLE   11,574 0 0
INTAPP INC COM 45827U109   4,218,547 110,956 SH   SOLE   105,026 0 5,930
INTEL CORP COM 458140100   2,178,287 43,349 SH   SOLE   43,349 0 0
ISHARES R2000 TR ETF 464287655   4,253,848 21,194 SH   SOLE   21,194 0 0
ITRON INC COM 465741106   23,255,192 307,975 SH   SOLE   302,218 0 5,757
JAMF HLDG CORP COM 47074L105   6,753,700 373,959 SH   SOLE   373,959 0 0
KENVUE INC COM 49177J102   14,425,057 669,998 SH   SOLE   669,998 0 0
KIRBY CORP COM 497266106   36,251,482 461,920 SH   SOLE   452,209 0 9,711
LAMB WESTON HLDGS INC COM 513272104   22,836,499 211,273 SH   SOLE   210,908 0 365
LAUDER ESTEE COS INC COM 518439104   4,767,019 32,595 SH   SOLE   32,595 0 0
LEMAITRE VASCULAR INC COM 525558201   19,703,099 347,130 SH   SOLE   336,550 0 10,580
LPL FINL HLDGS INC COM 50212V100   13,806,063 60,654 SH   SOLE   60,383 0 271
MADDEN STEVEN LTD COM 556269108   45,737,496 1,088,988 SH   SOLE   1,073,362 0 15,626
MARATHON OIL CORP COM 565849106   21,065,152 871,902 SH   SOLE   871,902 0 0
MARTIN MARIETTA MATLS INC COM 573284106   19,036,909 38,157 SH   SOLE   38,157 0 0
MASTERCARD INCORPORATED COM 57636Q104   4,917,660 11,530 SH   SOLE   11,530 0 0
MATADOR RES CO COM 576485205   29,922,006 526,240 SH   SOLE   514,298 0 11,942
META PLATFORMS INC COM 30303M102   5,265,863 14,877 SH   SOLE   14,877 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   8,277,261 91,786 SH   SOLE   91,786 0 0
MICROSOFT CORP COM 594918104   1,076,226 2,862 SH   SOLE   2,862 0 0
MOELIS & CO COM 60786M105   29,322,424 522,402 SH   SOLE   507,833 0 14,569
MORGAN STANLEY COM 617446448   2,184,568 23,427 SH   SOLE   23,427 0 0
MORNINGSTAR INC COM 617700109   26,467,182 92,465 SH   SOLE   92,209 0 256
MUELLER WTR PRODS INC COM 624758108   6,827,846 474,156 SH   SOLE   448,835 0 25,321
NEXTERA ENERGY INC COM 65339F101   9,530,167 156,901 SH   SOLE   156,901 0 0
NISOURCE INC COM 65473P105   25,783,740 971,139 SH   SOLE   967,900 0 3,239
NORTHWEST NAT HLDG CO COM 66765N105   7,616,352 195,592 SH   SOLE   185,182 0 10,410
PTC INC COM 69370C100   39,371,774 225,033 SH   SOLE   224,574 0 459
QUALCOMM INC COM 747525103   5,981,029 41,354 SH   SOLE   41,354 0 0
QUIDELORTHO CORP COM 219798105   26,467,586 359,126 SH   SOLE   358,128 0 998
REGAL REXNORD CORPORATION COM 758750103   18,590,868 125,597 SH   SOLE   125,324 0 273
RH COM 74967X103   9,367,293 32,137 SH   SOLE   31,967 0 170
ROGERS CORP COM 775133101   8,627,473 65,325 SH   SOLE   61,844 0 3,481
RPM INTL INC COM 749685103   21,325,014 191,033 SH   SOLE   190,399 0 634
SCHWAB CHARLES CORP COM 808513105   3,110,517 45,211 SH   SOLE   45,211 0 0
SIMPLY GOOD FOODS CO COM 82900L102   11,719,739 295,953 SH   SOLE   280,180 0 15,773
SJW GROUP COM 784305104   8,693,903 133,036 SH   SOLE   125,951 0 7,085
SKYLINE CHAMPION CORPORATION COM 830830105   42,424,367 571,295 SH   SOLE   558,777 0 12,518
SOUTHWESTERN ENERGY CO COM 845467109   10,704,894 1,634,335 SH   SOLE   1,547,213 0 87,122
SPDR BIOTECH TR ETF 78464A870   2,878,977 32,243 SH   SOLE   32,243 0 0
SPX TECHNOLOGIES INC COM 78473E103   10,596,151 104,902 SH   SOLE   99,295 0 5,607
STERICYCLE INC COM 858912108   27,731,794 559,560 SH   SOLE   548,679 0 10,881
STEWART INFORMATION SVCS COR COM 860372101   16,831,640 286,496 SH   SOLE   271,206 0 15,290
SUN CMNTYS INC COM 866674104   32,823,638 245,594 SH   SOLE   244,817 0 777
TELEDYNE TECHNOLOGIES INC COM 879360105   20,701,608 46,386 SH   SOLE   46,261 0 125
TENABLE HLDGS INC COM 88025T102   28,916,100 627,792 SH   SOLE   625,975 0 1,817
TERRENO RLTY CORP COM 88146M101   49,564,826 790,886 SH   SOLE   778,221 0 12,665
TFS FINL CORP COM 87240R107   25,947,975 1,766,370 SH   SOLE   1,712,032 0 54,338
THE CIGNA GROUP COM 125523100   299,450 1,000 SH   SOLE   1,000 0 0
TRUIST FINL CORP COM 89832Q109   2,803,889 75,945 SH   SOLE   75,945 0 0
TRUSTCO BK CORP N Y COM 898349204   4,187,155 134,852 SH   SOLE   127,648 0 7,204
TYLER TECHNOLOGIES INC COM 902252105   2,402,518 5,746 SH   SOLE   5,746 0 0
UNION PAC CORP COM 907818108   5,174,231 21,066 SH   SOLE   21,066 0 0
URBAN EDGE PPTYS COM 91704F104   24,555,343 1,341,822 SH   SOLE   1,299,897 0 41,925
VALVOLINE INC COM 92047W101   6,385,481 169,917 SH   SOLE   169,917 0 0
VONTIER CORPORATION COM 928881101   30,892,744 894,146 SH   SOLE   892,872 0 1,274
WEBSTER FINL CORP COM 947890109   35,324,950 695,921 SH   SOLE   693,745 0 2,176
WOODWARD INC COM 980745103   22,293,874 163,769 SH   SOLE   163,769 0 0