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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aerojet Rocketdyne Holdings COM 007800105 51,398 1,228,744 SH   SOLE   916,656 0 312,088
Aerojet Rocketdyne Holdings COM 007800105 1,686 40,311 SH   OTR 4 40,311 0 0
Amdocs LTD COM G02602103 50,048 910,461 SH   SOLE   487,834 0 422,627
Amerisafe Inc. COM 03071H100 15,055 233,522 SH   SOLE   182,593 0 50,929
Amerisafe Inc. COM 03071H100 975 15,124 SH   OTR 4 15,124 0 0
Ares Capital Corp. COM 04010L103 10,225 948,498 SH   SOLE   725,310 0 223,188
Ares Capital Corp. COM 04010L103 544 50,496 SH   OTR 4 50,496 0 0
AutoZone Inc. COM 053332102 121,797 143,968 SH   SOLE   90,013 0 53,955
Avantor Inc COM 05352A100 38,272 3,064,251 SH   SOLE   1,702,951 0 1,361,300
Bristol-Myers Squibb Co. COM 110122108 463 8,312 SH   SOLE   8,312 0 0
Brookfield Asset Mgmt Inc. Cla COM 112585104 59,896 1,353,591 SH   SOLE   786,045 0 567,546
Brookfield Infrast Partners LP COM G16252101 186 5,167 SH   SOLE   5,167 0 0
Brookfield Infrastructure Corp COM 11275Q107 22 573 SH   SOLE   573 0 0
Cardtronics PLC Cl A COM G1991C105 11,753 561,788 SH   SOLE   428,954 0 132,834
Cardtronics PLC Cl A COM G1991C105 724 34,605 SH   OTR 4 34,605 0 0
CGI Inc COM 12532H104 68,907 1,266,435 SH   SOLE   782,916 0 483,519
CoreCivic Inc COM 21871N101 13,465 1,205,438 SH   SOLE   992,182 0 213,256
CoreCivic Inc COM 21871N101 342 30,598 SH   OTR 4 30,598 0 0
Cubesmart COM 229663109 97 3,625 SH   SOLE   3,625 0 0
Discovery Inc Cl A COM 25470F104 69,429 3,571,434 SH   SOLE   2,110,819 0 1,460,615
Discovery Inc Cl C COM 25470F302 2,279 129,942 SH   SOLE   129,942 0 0
Dish Network Corp Class A COM 25470M109 33,497 1,675,711 SH   SOLE   964,609 0 711,102
Dorman Products Inc COM 258278100 14,005 253,390 SH   SOLE   184,320 0 69,070
Dorman Products Inc COM 258278100 795 14,384 SH   OTR 4 14,384 0 0
Element Solutions Inc. COM 28618M106 2,793 334,110 SH   SOLE   327,015 0 7,095
Energy Transfer LP COM 29273V100 8 1,663 SH   SOLE   1,663 0 0
Enersys Inc COM 29275Y102 36,546 738,006 SH   SOLE   540,281 0 197,725
Enersys Inc COM 29275Y102 1,239 25,030 SH   OTR 4 25,030 0 0
Evoqua Water Technologies Corp COM 30057T105 36,443 3,250,935 SH   SOLE   2,420,035 0 830,900
Evoqua Water Technologies Corp COM 30057T105 1,114 99,395 SH   OTR 4 99,395 0 0
FedEx Corp. COM 31428X106 53,784 443,544 SH   SOLE   256,789 0 186,755
First Horizon Natl Corp COM 320517105 163 20,217 SH   SOLE   20,217 0 0
FirstCash Inc COM 33767D105 19,936 277,888 SH   SOLE   206,353 0 71,535
FirstCash Inc COM 33767D105 1,190 16,589 SH   OTR 4 16,589 0 0
Fiserv Inc COM 337738108 104,395 1,099,006 SH   SOLE   695,848 0 403,158
Flowserve Corp COM 34354P105 5,697 238,469 SH   SOLE   167,869 0 70,600
FMC Corp COM 302491303 91,509 1,120,196 SH   SOLE   677,088 0 443,108
Hanesbrands Inc. COM 410345102 39,258 4,988,285 SH   SOLE   2,886,413 0 2,101,872
Haynes International Inc COM 420877201 3,461 167,907 SH   SOLE   114,526 0 53,381
Haynes International Inc COM 420877201 289 14,040 SH   OTR 4 14,040 0 0
Howard Hughes Corp COM 44267D107 58,939 1,166,641 SH   SOLE   747,196 0 419,445
Howard Hughes Corp COM 44267D107 844 16,698 SH   OTR 4 16,698 0 0
International Business Machine COM 459200101 166 1,500 SH   SOLE   1,500 0 0
Kemper Corp COM 488401100 26,603 357,718 SH   SOLE   274,847 0 82,871
Kemper Corp COM 488401100 1,551 20,861 SH   OTR 4 20,861 0 0
Kinder Morgan Inc COM 49456B101 136 9,751 SH   SOLE   9,751 0 0
Liberty SiriusXM Group COM 531229607 45,376 1,435,049 SH   SOLE   631,719 0 803,330
Livent Corp COM 53814L108 5,458 1,039,663 SH   SOLE   784,698 0 254,965
Livent Corp COM 53814L108 325 61,820 SH   OTR 4 61,820 0 0
LKQ Corp COM 501889208 45,966 2,241,137 SH   SOLE   1,234,078 0 1,007,059
MacQuarie Infrastructure Corp COM 55608B105 51 2,000 SH   SOLE   2,000 0 0
Marriott Vacations Worldwide C COM 57164Y107 11,970 215,372 SH   SOLE   163,276 0 52,096
Marriott Vacations Worldwide C COM 57164Y107 721 12,973 SH   OTR 4 12,973 0 0
MSC Industrial Direct Co-A COM 553530106 80,299 1,460,772 SH   SOLE   933,356 0 527,416
MSC Industrial Direct Co-A COM 553530106 1,052 19,135 SH   OTR 4 19,135 0 0
MTS Systems Corp COM 553777103 1,640 72,891 SH   SOLE   71,326 0 1,565
MTS Systems Corp COM 553777103 190 8,460 SH   OTR 4 8,460 0 0
National Oilwell Varco Inc. COM 637071101 2 252 SH   SOLE   252 0 0
Nielsen Holdings PLC COM G6518L108 45,279 3,610,748 SH   SOLE   2,033,357 0 1,577,391
Now Inc. COM 67011P100 0 63 SH   SOLE   63 0 0
NV5 Global Inc COM 62945V109 17,149 415,340 SH   SOLE   313,950 0 101,390
NV5 Global Inc COM 62945V109 1,028 24,892 SH   OTR 4 24,892 0 0
Oaktree Specialty Lending Corp COM 67401P108 3 800 SH   SOLE   800 0 0
OneSpaWorld Holdings Ltd COM P73684113 11,019 2,714,093 SH   SOLE   2,124,638 0 589,455
OneSpaWorld Holdings Ltd COM P73684113 572 140,801 SH   OTR 4 140,801 0 0
Open Text Corp COM 683715106 135,028 3,866,790 SH   SOLE   2,346,803 0 1,519,987
Perspecta Inc. COM 715347100 16,924 927,860 SH   SOLE   699,685 0 228,175
Perspecta Inc. COM 715347100 1,014 55,586 SH   OTR 4 55,586 0 0
Qurate Retail Inc COM 74915M100 10,839 1,775,362 SH   SOLE   982,034 0 793,328
Rush Enterprises Inc Class A COM 781846209 19,209 601,788 SH   SOLE   458,038 0 143,750
Rush Enterprises Inc Class A COM 781846209 1,130 35,393 SH   OTR 4 35,393 0 0
Service Corp International COM 817565104 23,719 606,476 SH   SOLE   298,065 0 308,411
Sirius XM Holdings Inc. COM 82968B103 20,019 4,052,449 SH   SOLE   4,052,449 0 0
Stanley Black & Decker COM 854502101 49,820 498,196 SH   SOLE   271,823 0 226,373
TEGNA Inc. COM 87901J105 92,981 8,561,809 SH   SOLE   5,511,026 0 3,050,783
TEGNA Inc. COM 87901J105 1,267 116,697 SH   OTR 4 116,697 0 0
Thermo Fisher Scientific Inc. COM 883556102 111,129 391,851 SH   SOLE   250,374 0 141,477
Thermon Group Holding Inc COM 88362T103 8,989 596,487 SH   SOLE   454,964 0 141,523
Thermon Group Holding Inc COM 88362T103 615 40,777 SH   OTR 4 40,777 0 0
UniFirst Corp COM 904708104 13,976 92,504 SH   SOLE   70,136 0 22,368
UniFirst Corp COM 904708104 845 5,595 SH   OTR 4 5,595 0 0
Upland Software Inc COM 91544A109 678 25,296 SH   SOLE   0 0 25,296
Vertiv Holdings LLC COM 92537N108 70,724 8,176,226 SH   SOLE   5,666,732 0 2,509,494
Vertiv Holdings LLC COM 92537N108 1,232 142,371 SH   OTR 4 142,371 0 0
ViaSat Inc COM 92552V100 60,663 1,688,825 SH   SOLE   1,175,415 0 513,410
ViaSat Inc COM 92552V100 1,049 29,209 SH   OTR 4 29,209 0 0
Wesco Intl Inc COM 95082P105 9,295 406,789 SH   SOLE   304,886 0 101,903
Wesco Intl Inc COM 95082P105 498 21,799 SH   OTR 4 21,799 0 0
Willis Towers Watson PLC COM G96629103 40,692 239,576 SH   SOLE   154,793 0 84,783
WW International Inc. COM 98262P101 14,730 871,060 SH   SOLE   658,010 0 213,050
WW International Inc. COM 98262P101 877 51,864 SH   OTR 4 51,864 0 0
Xylem Inc. COM 98419M100 35,934 551,723 SH   SOLE   312,090 0 239,633
Zebra Technologies Corp Cl A COM 989207105 160,840 876,035 SH   SOLE   583,139 0 292,896
Zebra Technologies Corp Cl A COM 989207105 2,008 10,939 SH   OTR 4 10,939 0 0
iShares - Barclays 1-3 Yr US T MF 464287457 870 10,035 SH   SOLE   10,035 0 0
iShares Short-Term Corporate B MF 464288646 3,237 61,820 SH   SOLE   61,820 0 0
SPDR Bloomberg Barclays High Y MF 78468R622 423 4,466 SH   SOLE   4,466 0 0
Vanguard Short Term Treasury E MF 92206C102 54 870 SH   SOLE   870 0 0
Virtus Investment Partners Inc MF 92837F599 140 11,998 SH   SOLE   11,998 0 0
iShares - Dow Jones Select Div MF 464287168 1,316 17,900 SH   SOLE   17,900 0 0
iShares - Russell 2000 MF 464287655 630 5,500 SH   SOLE   5,500 0 0
iShares - Russell 2000 Value MF 464287630 4,049 49,365 SH   SOLE   965 0 48,400
iShares - Russell 3000 MF 464287689 3,789 25,545 SH   SOLE   0 0 25,545
iShares - Russell Mid Cap MF 464287499 616 14,270 SH   SOLE   14,270 0 0
iShares - Russell Midcap Value MF 464287473 11,767 183,599 SH   SOLE   0 0 183,599