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 51,831 1,307,549 SH   SOLE   948,261 0 359,288
Aerojet Rocketdyne Holdings COM 007800105 1,467 37,018 SH   OTR 4 37,018 0 0
Amdocs LTD COM G02602103 56,006 919,941 SH   SOLE   486,514 0 433,427
Amerisafe Inc. COM 03071H100 14,909 243,769 SH   SOLE   192,840 0 50,929
Amerisafe Inc. COM 03071H100 848 13,867 SH   OTR 4 13,867 0 0
Ares Capital Corp. COM 04010L103 14,358 993,665 SH   SOLE   770,477 0 223,188
Ares Capital Corp. COM 04010L103 664 45,919 SH   OTR 4 45,919 0 0
AutoZone Inc. COM 053332102 162,983 144,473 SH   SOLE   89,668 0 54,805
Avantor Inc. COM 05352A100 52,572 3,092,446 SH   SOLE   1,706,846 0 1,385,600
Bristol-Myers Squibb Co. COM 110122108 489 8,312 SH   SOLE   8,312 0 0
Brookfield Asset Mgmt Inc. Cla COM 112585104 65,162 1,980,599 SH   SOLE   1,176,380 0 804,219
Brookfield Infrast Partners LP COM G16252101 212 5,167 SH   SOLE   5,167 0 0
Cardtronics PLC Cl A COM G1991C105 17,312 721,926 SH   SOLE   557,996 0 163,930
Cardtronics PLC Cl A COM G1991C105 892 37,206 SH   OTR 4 37,206 0 0
CGI Inc. COM 12532H104 79,889 1,268,085 SH   SOLE   772,966 0 495,119
CoreCivic Inc. COM 21871N101 111 11,900 SH   SOLE   11,900 0 0
Discovery Inc Cl C COM 25470F302 2,567 133,267 SH   SOLE   133,267 0 0
Discovery Inc. Cl A COM 25470F104 76,776 3,638,669 SH   SOLE   2,158,754 0 1,479,915
Dish Network Corp. Class A COM 25470M109 56,458 1,635,996 SH   SOLE   964,094 0 671,902
Dorman Products Inc. COM 258278100 17,035 253,986 SH   SOLE   192,416 0 61,570
Dorman Products Inc. COM 258278100 885 13,197 SH   OTR 4 13,197 0 0
Element Solutions Inc. COM 28618M106 18,954 1,746,885 SH   SOLE   1,343,340 0 403,545
Element Solutions Inc. COM 28618M106 979 90,250 SH   OTR 4 90,250 0 0
Enersys Inc. COM 29275Y102 51,179 794,956 SH   SOLE   561,631 0 233,325
Enersys Inc. COM 29275Y102 1,478 22,955 SH   OTR 4 22,955 0 0
Evoqua Water Technologies Corp COM 30057T105 66,921 3,597,892 SH   SOLE   2,629,092 0 968,800
Evoqua Water Technologies Corp COM 30057T105 1,692 90,947 SH   OTR 4 90,947 0 0
Extended Stay America Inc. COM 30224P200 10,938 977,485 SH   SOLE   739,265 0 238,220
Extended Stay America Inc. COM 30224P200 276 24,658 SH   OTR 4 24,658 0 0
FedEx Corp. COM 31428X106 60,637 432,439 SH   SOLE   256,384 0 176,055
First Horizon Natl Corp COM 320517105 201 20,217 SH   SOLE   20,217 0 0
FirstCash Inc. COM 33767D105 19,626 290,837 SH   SOLE   219,302 0 71,535
FirstCash Inc. COM 33767D105 1,029 15,242 SH   OTR 4 15,242 0 0
Fiserv Inc. COM 337738108 97,874 1,002,606 SH   SOLE   620,418 0 382,188
Flowserve Corp. COM 34354P105 7,599 266,434 SH   SOLE   168,634 0 97,800
FMC Corp. COM 302491303 111,408 1,118,326 SH   SOLE   668,718 0 449,608
Hanesbrands Inc. COM 410345102 57,665 5,107,625 SH   SOLE   2,972,753 0 2,134,872
Howard Hughes Corp. COM 44267D107 62,202 1,197,341 SH   SOLE   773,196 0 424,145
Howard Hughes Corp. COM 44267D107 794 15,286 SH   OTR 4 15,286 0 0
Kemper Corp. COM 488401100 26,751 368,882 SH   SOLE   291,011 0 77,871
Kemper Corp. COM 488401100 1,389 19,149 SH   OTR 4 19,149 0 0
Liberty SiriusXM Group COM 531229607 52,502 1,524,019 SH   SOLE   692,426 0 831,593
LKQ Corp. COM 501889208 59,093 2,255,457 SH   SOLE   1,234,498 0 1,020,959
Marriott Vacations Worldwide C COM 57164Y107 18,553 225,676 SH   SOLE   173,580 0 52,096
Marriott Vacations Worldwide C COM 57164Y107 979 11,906 SH   OTR 4 11,906 0 0
MSC Industrial Direct Co-A COM 553530106 107,325 1,474,041 SH   SOLE   940,925 0 533,116
MSC Industrial Direct Co-A COM 553530106 1,279 17,570 SH   OTR 4 17,570 0 0
Nielsen Holdings PLC COM G6518L108 54,420 3,662,158 SH   SOLE   2,061,367 0 1,600,791
NV5 Global Inc. COM 62945V109 22,150 435,771 SH   SOLE   334,381 0 101,390
NV5 Global Inc. COM 62945V109 1,162 22,856 SH   OTR 4 22,856 0 0
OneSpaWorld Holdings Ltd COM P73684113 17,685 3,707,635 SH   SOLE   2,963,695 0 743,940
OneSpaWorld Holdings Ltd COM P73684113 789 165,505 SH   OTR 4 165,505 0 0
Open Text Corp. COM 683715106 164,841 3,880,430 SH   SOLE   2,332,843 0 1,547,587
Perspecta Inc. COM 715347100 22,335 961,471 SH   SOLE   743,296 0 218,175
Perspecta Inc. COM 715347100 1,185 50,998 SH   OTR 4 50,998 0 0
Qurate Retail Inc. COM 74915M100 17,072 1,797,079 SH   SOLE   985,951 0 811,128
Rush Enterprises Inc. Class A COM 781846209 25,910 624,947 SH   SOLE   486,197 0 138,750
Rush Enterprises Inc. Class A COM 781846209 1,344 32,417 SH   OTR 4 32,417 0 0
Service Corp. International COM 817565104 22,345 574,566 SH   SOLE   297,655 0 276,911
Sirius XM Holdings Inc. COM 82968B103 23,717 4,040,354 SH   SOLE   4,040,354 0 0
SS&C Technologies Hldgs COM 78467J100 33,216 588,105 SH   SOLE   293,755 0 294,350
Stanley Black & Decker COM 854502101 67,699 485,716 SH   SOLE   271,643 0 214,073
TEGNA Inc. COM 87901J105 96,767 8,686,413 SH   SOLE   5,603,730 0 3,082,683
TEGNA Inc. COM 87901J105 1,191 106,901 SH   OTR 4 106,901 0 0
Thermo Fisher Scientific Inc. COM 883556102 126,407 348,862 SH   SOLE   227,055 0 121,807
Thermon Group Holding Inc. COM 88362T103 11,746 806,209 SH   SOLE   629,344 0 176,865
Thermon Group Holding Inc. COM 88362T103 595 40,820 SH   OTR 4 40,820 0 0
UniFirst Corp. COM 904708104 17,318 96,776 SH   SOLE   74,408 0 22,368
UniFirst Corp. COM 904708104 919 5,133 SH   OTR 4 5,133 0 0
Upland Software Inc. COM 91544A109 16,710 480,725 SH   SOLE   369,950 0 110,775
Upland Software Inc. COM 91544A109 865 24,896 SH   OTR 4 24,896 0 0
Vertiv Holdings LLC COM 92537N108 119,335 8,800,483 SH   SOLE   5,900,983 0 2,899,500
Vertiv Holdings LLC COM 92537N108 1,771 130,592 SH   OTR 4 130,592 0 0
ViaSat Inc. COM 92552V100 67,638 1,762,780 SH   SOLE   1,205,870 0 556,910
ViaSat Inc. COM 92552V100 1,024 26,689 SH   OTR 4 26,689 0 0
Wesco Intl Inc. COM 95082P105 16,767 477,548 SH   SOLE   367,218 0 110,330
Wesco Intl Inc. COM 95082P105 866 24,676 SH   OTR 4 24,676 0 0
Willis Towers Watson PLC COM G96629103 46,145 234,296 SH   SOLE   154,213 0 80,083
WW International Inc. COM 98262P101 23,157 912,420 SH   SOLE   699,370 0 213,050
WW International Inc. COM 98262P101 1,207 47,555 SH   OTR 4 47,555 0 0
Xylem Inc. COM 98419M100 35,095 540,248 SH   SOLE   302,415 0 237,833
Zebra Technologies Corp. Cl A COM 989207105 220,342 860,879 SH   SOLE   567,038 0 293,841
Zebra Technologies Corp. Cl A COM 989207105 2,574 10,057 SH   OTR 4 10,057 0 0
iShares - Barclays 1-3 Yr US T MF 464287457 869 10,035 SH   SOLE   10,035 0 0
iShares Short-Term Corporate B MF 464288646 3,382 61,820 SH   SOLE   61,820 0 0
SPDR Bloomberg Barclays High Y MF 78468R622 452 4,466 SH   SOLE   4,466 0 0
Virtus Investment Partners Inc MF 92837F599 144 11,998 SH   SOLE   11,998 0 0
iShares - Dow Jones Select Div MF 464287168 1,445 17,900 SH   SOLE   17,900 0 0
iShares - Russell 2000 MF 464287655 1,060 7,400 SH   SOLE   7,400 0 0
iShares - Russell 3000 MF 464287689 4,600 25,545 SH   SOLE   0 0 25,545
iShares - Russell Mid Cap MF 464287499 765 14,270 SH   SOLE   14,270 0 0
iShares - Russell Midcap Value MF 464287473 5,875 76,769 SH   SOLE   0 0 76,769