ACV AUCTIONS INC COM 00091G104 43216214 6010600 SH SOLE 5711018 0 299582 ADVANCE AUTO PARTS INC COM 00751Y106 33262314 534592 SH SOLE 495947 0 38645 ADVANCED DRAIN SYS INC DEL COM 00790R104 22512145 143426 SH SOLE 143426 0 0 AMAZON COM INC COM 023135106 5729455 24039 SH SOLE 24039 0 0 AMETEK INC COM 031100100 12466200 51526 SH SOLE 51526 0 0 APPLIED INDL TECHNOLOGIES IN COM 03820C105 15889669 46990 SH SOLE 40315 0 6675 ASHLAND INC COM 044186104 22319776 338743 SH SOLE 308075 0 30668 ATMOS ENERGY CORP COM 049560105 16728623 97107 SH SOLE 97107 0 0 AVERY DENNISON CORP COM 053611109 8639780 53217 SH SOLE 53217 0 0 BANK HAWAII CORP COM 062540109 6247757 76669 SH SOLE 51249 0 25420 BANKUNITED INC COM 06652K103 76130551 1571322 SH SOLE 1498030 0 73292 BIOLIFE SOLUTIONS INC COM 09062W204 16260366 575792 SH SOLE 500067 0 75725 BIO-TECHNE CORP COM 09073M104 54734180 774723 SH SOLE 752582 0 22141 BIRKENSTOCK HOLDING PLC COM M2029K104 6850376 159200 SH Put SOLE 159200 0 0 BJS RESTAURANTS INC COM 09180C106 21175622 348656 SH SOLE 331039 0 17617 BROADCOM INC COM 11135F101 1353478 3583 SH SOLE 3583 0 0 CAMDEN PPTY TR COM 133131102 22181980 193746 SH SOLE 193746 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 30893758 356535 SH SOLE 356535 0 0 CAPITAL ONE FINL CORP COM 14040H105 10723741 53453 SH SOLE 53453 0 0 CAPITOL FED FINL INC COM 14057J101 11873875 1395285 SH SOLE 934604 0 460681 CBRE GROUP INC COM 12504L109 8675787 64413 SH SOLE 64413 0 0 CENTRAL PAC FINL CORP COM 154760409 7260789 190073 SH SOLE 127027 0 63046 CHAMPION HOMES INC COM 830830105 83729597 950177 SH SOLE 905743 0 44434 CHESAPEAKE UTILS CORP COM 165303108 4565809 37278 SH SOLE 24919 0 12359 CIENA CORP COM 171779309 10728057 21869 SH SOLE 21869 0 0 CITIGROUP INC COM 172967424 1698974 12139 SH SOLE 12139 0 0 CLEARWATER PAPER CORP COM 18538R103 2841624 181226 SH SOLE 121000 0 60226 COHU INC COM 192576106 6826328 92360 SH SOLE 61461 0 30899 CONCENTRA GROUP HOLDINGS PAR COM 20603L102 17446709 586444 SH SOLE 516077 0 70367 COOPER COS INC COM 216648501 31864984 444359 SH SOLE 444359 0 0 CRH PLC COM G25508105 6926645 64735 SH SOLE 64735 0 0 DANAHER CORP DEL COM 235851102 1490125 7823 SH SOLE 7823 0 0 DAUCH CORP COM 024061103 24538264 4527355 SH SOLE 4194288 0 333067 EVERCORE INC COM 29977A105 9386186 27490 SH SOLE 27490 0 0 EVERGY INC COM 30034W106 45132104 522181 SH SOLE 522181 0 0 FIRST AMERN FINL CORP COM 31847R102 31822879 463958 SH SOLE 463958 0 0 FIRST INTST BANCSYSTEM INC COM 32055Y201 39872698 1034043 SH SOLE 985548 0 48495 FLOOR & DECOR HLDGS INC COM 339750101 13033853 219573 SH SOLE 219573 0 0 FORGENT POWER SOLUTIONS INC COM 34631F102 6924797 123967 SH SOLE 123967 0 0 FRANKLIN ELEC INC COM 353514102 4517951 42149 SH SOLE 28142 0 14007 FULLER H B CO COM 359694106 1324699 22726 SH SOLE 15175 0 7551 GATES INDL CORP LTD COM G39104107 44667335 1596973 SH SOLE 1506082 0 90891 GLOBAL PMTS INC COM 37940X102 11469704 158072 SH SOLE 158072 0 0 HAPPEN INC COM 52603A208 24516464 1182086 SH SOLE 1068670 0 113416 HUB GROUP INC COM 443320106 37654320 859884 SH SOLE 816382 0 43502 INDEPENDENCE RLTY TR INC COM 45378A106 8137360 487559 SH SOLE 325554 0 162005 INTEL CORP COM 458140100 2305571 16512 SH SOLE 16512 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1143119 4065 SH SOLE 4065 0 0 KNOWLES CORP COM 49926D109 47800142 1152366 SH SOLE 1077423 0 74943 LOUISIANA PAC CORP COM 546347105 7753123 98565 SH SOLE 98565 0 0 M/I HOMES INC COM 55305B101 6587888 40972 SH SOLE 27383 0 13589 MADDEN STEVEN LTD COM 556269108 46961624 1115478 SH SOLE 1047210 0 68268 MARTEN TRANS LTD COM 573075108 26437184 1523757 SH SOLE 1392107 0 131650 MATADOR RES CO COM 576485205 7118042 142990 SH SOLE 125283 0 17707 MICROCHIP TECHNOLOGY INC. COM 595017104 15957811 174976 SH SOLE 174976 0 0 MIDDLESEX WTR CO COM 596680108 6076063 108192 SH SOLE 72235 0 35957 MKS INC. COM 55306N104 58355091 131194 SH SOLE 131194 0 0 MOELIS & CO COM 60786M105 13170551 201323 SH SOLE 160425 0 40898 NEXTERA ENERGY INC COM 65339F101 13807450 157314 SH SOLE 157314 0 0 OMNICELL COM COM 68213N109 12397747 298597 SH SOLE 246956 0 51641 QNITY ELECTRONICS INC COM 74743L100 22285283 136460 SH SOLE 136460 0 0 QUAKER HOUGHTON COM 747316107 16851976 106074 SH SOLE 92505 0 13569 QUANEX BLDG PRODS CORP COM 747619104 6440453 345889 SH SOLE 230950 0 114939 RANGE RES CORP COM 75281A109 13068454 351397 SH SOLE 327053 0 24344 REGAL REXNORD CORPORATION COM 758750103 71877167 301764 SH SOLE 301764 0 0 SAIA INC COM 78709Y105 33177721 78777 SH SOLE 78777 0 0 SAILPOINT INC COM 78781J109 18889538 1290269 SH SOLE 1215747 0 74522 SCHWAB CHARLES CORP COM 808513105 1870959 20277 SH SOLE 20277 0 0 SEMTECH CORP COM 816850101 53109459 328140 SH SOLE 328140 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 10425896 84564 SH SOLE 84564 0 0 SLB LIMITED COM 806857108 23057831 495974 SH SOLE 495974 0 0 SOLSTICE ADVANCED MATLS INC COM 83443Q103 36476354 411697 SH SOLE 411697 0 0 SPACE EXPLORATION TECHN CORP COM 84615Q103 3474096 20333 SH SOLE 20333 0 0 STEWART INFORMATION SVCS COR COM 860372101 6834324 103519 SH SOLE 69343 0 34176 SUN CMNTYS INC COM 866674104 28660768 239019 SH SOLE 239019 0 0 TARGET CORP COM 87612E106 17694782 135478 SH SOLE 135478 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 40701574 61031 SH SOLE 61031 0 0 TENNANT CO COM 880345103 5203027 59436 SH SOLE 39683 0 19753 TERRENO RLTY CORP COM 88146M101 24112640 372281 SH SOLE 344654 0 27627 TETRA TECHNOLOGIES INC DEL COM 88162F105 57447847 5070419 SH SOLE 4762897 0 307522 TFS FINL CORP COM 87240R107 20606889 1162917 SH SOLE 1005085 0 157832 TIMKEN CO COM 887389104 34114451 234754 SH SOLE 234754 0 0 TOWER SEMICONDUCTOR LTD COM M87915274 1386865 5321 SH SOLE 5321 0 0 TRUIST FINL CORP COM 89832Q109 11702021 234886 SH SOLE 234886 0 0 ULTRA CLEAN HLDGS INC COM 90385V107 6180849 43347 SH SOLE 28947 0 14400 VAIL RESORTS INC COM 91879Q109 37010471 271836 SH SOLE 271836 0 0 VALVOLINE INC COM 92047W101 9431239 238524 SH SOLE 238524 0 0 VEECO INSTRS INC DEL COM 922417100 34712837 457953 SH SOLE 440362 0 17591 VIAVI SOLUTIONS INC COM 925550105 7340417 153726 SH SOLE 114204 0 39522 VICTORIAS SECRET AND CO COM 926400102 7742520 92747 SH SOLE 92747 0 0 VONTIER CORPORATION COM 928881101 11369856 392064 SH SOLE 392064 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 9430930 26270 SH SOLE 26270 0 0 WILLSCOT HLDGS CORP COM 971378104 68564289 2375755 SH SOLE 2262271 0 113484 WOODWARD INC COM 980745103 17739997 41698 SH SOLE 41698 0 0 XENIA HOTELS & RESORTS INC COM 984017103 4714928 231578 SH SOLE 154630 0 76948 XYLEM INC COM 98419M100 10689494 90428 SH SOLE 90428 0 0