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   29,083,908 2,934,804 SH   SOLE   2,811,953 0 122,851
ADVANCE AUTO PARTS INC COM 00751Y106   3,949,985 64,332 SH   SOLE   45,020 0 19,312
ADVANCED DRAIN SYS INC DEL COM 00790R104   19,120,072 137,852 SH   SOLE   137,852 0 0
AMETEK INC COM 031100100   11,217,208 59,666 SH   SOLE   59,666 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   12,924,063 49,508 SH   SOLE   43,938 0 5,570
ASHLAND INC COM 044186104   4,326,513 90,305 SH   SOLE   90,305 0 0
ATMOS ENERGY CORP COM 049560105   25,845,574 151,365 SH   SOLE   151,365 0 0
AVERY DENNISON CORP COM 053611109   7,662,857 47,252 SH   SOLE   47,252 0 0
BANK HAWAII CORP COM 062540109   7,059,845 107,554 SH   SOLE   75,310 0 32,244
BANKUNITED INC COM 06652K103   58,586,056 1,535,274 SH   SOLE   1,461,982 0 73,292
BIOLIFE SOLUTIONS INC COM 09062W204   2,464,011 96,590 SH   SOLE   96,590 0 0
BIO-TECHNE CORP COM 09073M104   31,107,684 559,189 SH   SOLE   559,189 0 0
BJS RESTAURANTS INC COM 09180C106   12,570,728 411,750 SH   SOLE   356,756 0 54,994
BROADCOM INC COM 11135F101   2,681,179 8,127 SH   SOLE   8,127 0 0
BURLINGTON STORES INC COM 122017106   21,245,151 83,478 SH   SOLE   83,478 0 0
CAMDEN PPTY TR COM 133131102   10,863,370 101,736 SH   SOLE   101,736 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   19,341,850 259,657 SH   SOLE   259,657 0 0
CAPITAL ONE FINL CORP COM 14040H105   13,468,006 63,355 SH   SOLE   63,355 0 0
CAPITOL FED FINL INC COM 14057J101   9,758,674 1,536,799 SH   SOLE   1,076,118 0 460,681
CARLISLE COS INC COM 142339100   3,075,776 9,350 SH   SOLE   9,350 0 0
CBRE GROUP INC COM 12504L109   14,090,433 89,429 SH   SOLE   89,429 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   8,252,758 905,901 SH   SOLE   905,901 0 0
CENTRAL PAC FINL CORP COM 154760409   10,003,462 329,712 SH   SOLE   230,267 0 99,445
CHAMPION HOMES INC COM 830830105   50,699,752 663,870 SH   SOLE   630,514 0 33,356
CHESAPEAKE UTILS CORP COM 165303108   7,242,416 53,771 SH   SOLE   37,693 0 16,078
CIENA CORP COM 171779309   26,326,939 180,730 SH   SOLE   180,730 0 0
CITIGROUP INC COM 172967424   2,069,687 20,391 SH   SOLE   20,391 0 0
CLEAN HARBORS INC COM 184496107   19,401,749 83,549 SH   SOLE   77,037 0 6,512
CLEARWATER PAPER CORP COM 18538R103   4,821,572 232,253 SH   SOLE   162,606 0 69,647
CONCENTRA GROUP HOLDINGS PAR COM 20603L102   43,774,007 2,091,448 SH   SOLE   1,960,059 0 131,389
COOPER COS INC COM 216648501   7,495,185 109,323 SH   SOLE   109,323 0 0
COPT DEFENSE PROPERTIES COM 22002T108   5,233,357 180,088 SH   SOLE   126,078 0 54,010
CORTEVA INC COM 22052L104   6,135,191 90,717 SH   SOLE   90,717 0 0
CRANE NXT CO COM 224441105   1,800,025 26,838 SH   SOLE   26,838 0 0
CRH PLC COM G25508105   15,761,335 131,454 SH   SOLE   131,454 0 0
DEVON ENERGY CORP NEW COM 25179M103   5,206,410 148,500 SH   SOLE   148,500 0 0
EAGLE MATLS INC COM 26969P108   9,781,854 41,975 SH   SOLE   41,975 0 0
EVERCORE INC COM 29977A105   37,299,159 110,575 SH   SOLE   110,575 0 0
EVERGY INC COM 30034W106   28,357,893 373,032 SH   SOLE   373,032 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   6,923,700 105,000 SH   SOLE   105,000 0 0
FIRST AMERN FINL CORP COM 31847R102   48,798,053 759,621 SH   SOLE   759,621 0 0
FIRST INTST BANCSYSTEM INC COM 32055Y201   29,380,953 921,900 SH   SOLE   873,405 0 48,495
FULLER H B CO COM 359694106   22,031,412 371,650 SH   SOLE   339,412 0 32,238
GITLAB INC COM 37637K108   15,537,138 344,657 SH   SOLE   344,657 0 0
GLOBAL PMTS INC COM 37940X102   5,919,948 71,256 SH   SOLE   71,256 0 0
HAYWARD HLDGS INC COM 421298100   26,104,317 1,726,476 SH   SOLE   1,602,627 0 123,849
HUB GROUP INC COM 443320106   29,641,888 860,682 SH   SOLE   809,419 0 51,263
I3 VERTICALS INC COM 46571Y107   3,811,973 117,436 SH   SOLE   81,740 0 35,696
INDEPENDENCE RLTY TR INC COM 45378A106   6,444,712 393,210 SH   SOLE   275,173 0 118,037
INTERNATIONAL BUSINESS MACHS COM 459200101   1,146,980 4,065 SH   SOLE   4,065 0 0
ITRON INC COM 465741106   21,319,191 171,156 SH   SOLE   160,299 0 10,857
JAMF HLDG CORP COM 47074L105   8,071,920 754,385 SH   SOLE   646,071 0 108,314
KNOWLES CORP COM 49926D109   33,140,130 1,421,713 SH   SOLE   1,293,246 0 128,467
LENDINGCLUB CORP COM 52603A208   25,175,238 1,657,356 SH   SOLE   1,531,831 0 125,525
M/I HOMES INC COM 55305B101   13,314,913 92,183 SH   SOLE   84,446 0 7,737
MADDEN STEVEN LTD COM 556269108   20,338,296 607,476 SH   SOLE   558,680 0 48,796
MARZETTI COMPANY COM 513847103   4,994,322 28,904 SH   SOLE   28,904 0 0
MASIMO CORP COM 574795100   16,909,968 114,605 SH   SOLE   114,605 0 0
MATADOR RES CO COM 576485205   18,797,634 418,376 SH   SOLE   380,053 0 38,323
META PLATFORMS INC COM 30303M102   5,091,457 6,933 SH   SOLE   6,933 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   11,398,729 177,495 SH   SOLE   177,495 0 0
MIDDLESEX WTR CO COM 596680108   5,921,594 109,416 SH   SOLE   76,617 0 32,799
MOBILEYE GLOBAL INC COM 60741F104   7,895,904 559,200 SH Call SOLE   559,200 0 0
MOBILEYE GLOBAL INC COM 60741F104   11,470,340 812,347 SH   SOLE   812,347 0 0
MOELIS & CO COM 60786M105   17,173,571 240,796 SH   SOLE   205,914 0 34,882
MONGODB INC COM 60937P106   17,938,412 57,795 SH   SOLE   57,795 0 0
NCINO INC COM 63947X101   10,174,654 375,310 SH   SOLE   318,645 0 56,665
NEXTERA ENERGY INC COM 65339F101   11,160,744 147,844 SH   SOLE   147,844 0 0
OMNICELL COM COM 68213N109   4,609,156 151,368 SH   SOLE   105,995 0 45,373
PTC INC COM 69370C100   14,808,482 72,941 SH   SOLE   72,941 0 0
QUAKER HOUGHTON COM 747316107   5,034,563 38,213 SH   SOLE   26,743 0 11,470
RANGE RES CORP COM 75281A109   31,741,285 843,286 SH   SOLE   798,431 0 44,855
REGAL REXNORD CORPORATION COM 758750103   44,073,948 307,264 SH   SOLE   307,264 0 0
ROGERS CORP COM 775133101   9,599,522 119,308 SH   SOLE   90,903 0 28,405
SCHWAB CHARLES CORP COM 808513105   10,272,667 107,601 SH   SOLE   107,601 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   9,604,327 102,337 SH   SOLE   95,388 0 6,949
SPDR S&P 500 ETF TR COM 78462F103   41,169,924 61,800 SH Put SOLE   61,800 0 0
STEWART INFORMATION SVCS COR COM 860372101   8,356,354 113,971 SH   SOLE   79,795 0 34,176
SUN CMNTYS INC COM 866674104   34,047,873 263,937 SH   SOLE   263,937 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   29,629,596 50,559 SH   SOLE   50,559 0 0
TERRENO RLTY CORP COM 88146M101   26,790,143 472,073 SH   SOLE   438,234 0 33,839
TFS FINL CORP COM 87240R107   15,391,167 1,168,210 SH   SOLE   1,012,527 0 155,683
TOWER SEMICONDUCTOR LTD COM M87915274   308,070 4,261 SH   SOLE   4,261 0 0
TRUIST FINL CORP COM 89832Q109   12,386,874 270,929 SH   SOLE   270,929 0 0
UNITY SOFTWARE INC COM 91332U101   16,239,583 405,584 SH   SOLE   405,584 0 0
VAIL RESORTS INC COM 91879Q109   15,573,677 104,123 SH   SOLE   104,123 0 0
VALVOLINE INC COM 92047W101   5,499,365 153,143 SH   SOLE   153,143 0 0
VICTORIAS SECRET AND CO COM 926400102   64,154,889 2,363,850 SH   SOLE   2,269,407 0 94,443
VONTIER CORPORATION COM 928881101   35,922,627 855,912 SH   SOLE   855,912 0 0
WILLSCOT HLDGS CORP COM 971378104   27,343,656 1,295,294 SH   SOLE   1,295,294 0 0
WOODWARD INC COM 980745103   11,491,735 45,474 SH   SOLE   45,474 0 0
XENIA HOTELS & RESORTS INC COM 984017103   6,279,630 457,699 SH   SOLE   320,450 0 137,249
XYLEM INC COM 98419M100   20,148,795 136,602 SH   SOLE   136,602 0 0
ZOOMINFO TECHNOLOGIES INC COM 98980F104   39,259,057 3,598,447 SH   SOLE   3,423,069 0 175,378