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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 9,424 101,496 SH   OTR 0 98,487 0 3,009
AFFILIATED MANAGERS GROUP INC COM 008252108 7,880 77,487 SH   OTR 0 77,487 0 0
ALASKA AIR GROUP INC COM 011659109 13,117 252,253 SH   OTR 0 252,253 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 76,239 4,546,156 SH   OTR 0 4,329,261 0 216,895
ALLEGIANT TRAVEL COM 01748X102 43,849 231,711 SH   OTR 0 217,208 0 14,503
AMERICAN INTERNATIONAL GROUP COM 026874784 8,401 221,891 SH   OTR 0 215,324 0 6,567
AMN HEALTHCARE SERVICES INC COM 001744101 36,149 529,654 SH   OTR 0 496,521 0 33,133
ANTHEM INC COM 036752103 4,253 13,244 SH   OTR 0 12,849 0 395
APTIV PLC COM G6095L109 4,711 36,157 SH   OTR 0 35,077 0 1,080
ARAMARK COM 03852U106 16,017 416,254 SH   OTR 0 411,242 0 5,012
ARCH CAPITAL GROUP LTD COM G0450A105 7,960 220,682 SH   OTR 0 214,145 0 6,537
ARTISAN PARTNERS ASSET MA -A COM 04316A108 44,821 890,360 SH   OTR 0 834,626 0 55,734
AVIENT CORPORATION COM 05368V106 69,984 1,737,436 SH   OTR 0 1,648,449 0 88,987
BANK OF AMERICA CORP COM 060505104 8,499 280,409 SH   OTR 0 272,107 0 8,302
BANNER CORPORATION COM 06652V208 44,673 958,846 SH   OTR 0 898,828 0 60,018
BECTON DICKINSON & CO COM 075887109 5,161 20,626 SH   OTR 0 20,016 0 610
BOEING COMPANY COM 097023105 8,591 40,133 SH   OTR 0 38,946 0 1,187
BOYD GAMING CORP COM 103304101 48,020 1,118,819 SH   OTR 0 1,048,929 0 69,890
BRINKER INTERNATIONAL INC COM 109641100 62,061 1,097,074 SH   OTR 0 1,044,010 0 53,064
BRINKS CO COM COM 109696104 10,037 139,407 SH   OTR 0 139,407 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,255 116,958 SH   OTR 0 113,496 0 3,462
CACTUS INC-A COM 127203107 22,202 851,630 SH   OTR 0 797,995 0 53,635
CAESARS ENTERTAINMENT INC COM 12769G100 11,348 152,800 SH   OTR 0 152,800 0 0
CATERPILLAR INC COM 149123101 3,254 17,879 SH   OTR 0 16,511 0 1,368
CHARLES RIVER LABORATORIES COM 159864107 8,748 35,011 SH   OTR 0 35,011 0 0
CIENA CORPORATION COM 171779309 18,311 346,468 SH   OTR 0 341,806 0 4,662
CITIGROUP INC COM 172967424 10,147 164,570 SH   OTR 0 159,681 0 4,889
CMC MATERIALS INC COM 12571T100 26,850 177,459 SH   OTR 0 166,348 0 11,111
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 7,384 90,102 SH   OTR 0 87,416 0 2,686
COLUMBIA SPORTSWEAR CO COM 198516106 7,821 89,505 SH   OTR 0 89,505 0 0
CORPORATE OFFICE PROPERTIES COM 22002T108 46,367 1,777,868 SH   OTR 0 1,684,495 0 93,373
CYRUSONE INC COM 23283R100 7,095 96,989 SH   OTR 0 96,989 0 0
DARLING INGREDIENTS INC COM 237266101 55,294 958,630 SH   OTR 0 907,603 0 51,027
DELTA AIR LINES INC COM 247361702 1,972 49,043 SH   OTR 0 45,330 0 3,713
DENTSPLY SIRONA INC COM 24906P109 8,717 166,476 SH   OTR 0 166,476 0 0
ECHOSTAR CORPORATION COM 278768106 8,503 401,289 SH   OTR 0 389,405 0 11,884
ELANCO ANIMAL HEALTH INC COM 28414H103 4,084 133,147 SH   OTR 0 129,229 0 3,918
EURONET WORLDWIDE INC COM 298736109 11,066 76,362 SH   OTR 0 76,362 0 0
FEDEX CORP COM 31428X106 6,809 26,225 SH   OTR 0 25,443 0 782
FORTRESS TRANSPORTATION AND IN COM 34960p101 8,596 366,391 SH   OTR 0 355,554 0 10,837
GOLDMAN SACHS GROUP COM COM 38141G104 10,722 40,658 SH   OTR 0 39,455 0 1,203
GRAY TELEVISION INC COM 389375106 37,149 2,076,498 SH   OTR 0 1,947,572 0 128,926
HANOVER INSURANCE GROUP INC/ COM 410867105 9,493 81,189 SH   OTR 0 81,189 0 0
HARSCO CORPORATION COM 415864107 42,200 2,347,047 SH   OTR 0 2,200,280 0 146,767
HASBRO INC COM 418056107 6,535 69,867 SH   OTR 0 67,801 0 2,066
HEALTHCARE REALTY TRUST INC COM 421946104 9,219 311,439 SH   OTR 0 311,439 0 0
HILLENBRAND INC COM 431571108 64,862 1,629,703 SH   OTR 0 1,544,768 0 84,935
HORACE MANN EDUCATORS COM 440327104 37,808 899,338 SH   OTR 0 843,091 0 56,247
II VI INC COM 902104108 52,938 696,916 SH   OTR 0 653,533 0 43,383
INDEPENDENT BK CORP MASS COM 453836108 42,327 579,506 SH   OTR 0 543,367 0 36,139
INTERGER HOLDINGS CORP COM 45826H109 16,969 208,998 SH   OTR 0 195,469 0 13,529
INTL BUSINESS MACHINES CORP COM 459200101 6,321 50,215 SH   OTR 0 48,721 0 1,494
ISHARES RUSSELL 2000 ETF COM 464287655 2,353 12,000 SH   OTR 0 12,000 0 0
ITT INC COM 45073V108 15,963 207,255 SH   OTR 0 205,053 0 2,202
JOHN BEAN TECHNOLOGIES CORP COM 477839104 12,655 111,136 SH   OTR 0 105,172 0 5,964
KEMPER CORP COM 488401100 39,485 513,929 SH   OTR 0 481,787 0 32,142
KENNAMETAL INC COM 489170100 40,696 1,122,965 SH   OTR 0 1,052,851 0 70,114
KEURIG DR PEPPER INC COM 49271v100 6,962 217,575 SH   OTR 0 211,138 0 6,437
KRAFT HEINZ COMPANY COM 500754106 7,145 206,131 SH   OTR 0 200,006 0 6,125
L3HARRIS TECHNOLOGIES INC COM 502431109 4,132 21,860 SH   OTR 0 21,213 0 647
LAS VEGAS SANDS CORP COM 517834107 7,447 124,956 SH   OTR 0 121,253 0 3,703
LCI INDUSTRIES COM 50189K103 36,774 283,573 SH   OTR 0 265,849 0 17,724
LITHIA MOTORS INC COM 536797103 49,376 168,710 SH   OTR 0 159,878 0 8,832
LOUISIANA PACIFIC CORP COM 546347105 41,746 1,123,111 SH   OTR 0 1,065,920 0 57,191
LUMENTUM HOLDINGS INC COM 55024U109 8,219 86,695 SH   OTR 0 86,695 0 0
MADISON SQUARE GARDEN ENTM COM 55826T102 37,503 357,038 SH   OTR 0 333,869 0 23,169
MADISON SQUARE GARDEN SPORTS COM 55825T103 8,927 48,489 SH   OTR 0 48,489 0 0
MANTECH INTERNATIONAL CORP A COM 564563104 54,541 613,236 SH   OTR 0 582,116 0 31,120
MARKEL CORP COM 570535104 10,817 10,468 SH   OTR 0 10,468 0 0
MARRIOTT VACATIONS WORLD COM 57164Y107 45,400 330,858 SH   OTR 0 310,292 0 20,566
MAXLINEAR INC COM 57776J100 58,543 1,532,945 SH   OTR 0 1,437,088 0 95,857
MKS INSTRUMENTS INC COM 55306N104 8,993 59,777 SH   OTR 0 59,777 0 0
MSA SAFETY INC COM 553498106 43,046 288,145 SH   OTR 0 270,091 0 18,054
NEXSTAR MEDIA GROUP INC COM 65336K103 11,611 106,337 SH   OTR 0 106,337 0 0
NUVASIVE INC COM 670704105 33,505 594,799 SH   OTR 0 554,770 0 40,029
ON SEMICONDUCTOR CORP COM 682189105 9,929 303,373 SH   OTR 0 303,373 0 0
ONEMAIN HOLDINGS INC COM 68268W103 9,734 202,123 SH   OTR 0 196,144 0 5,979
ONESPAWORLD HOLDINGS LTD COM p73684113 48,061 4,739,754 SH   OTR 0 4,443,005 0 296,749
PARSLEY ENERGY INC-CLASS A COM 701877102 7,975 561,591 SH   OTR 0 561,591 0 0
PDC ENERGY COM 69327R101 22,731 1,107,223 SH   OTR 0 1,037,344 0 69,879
PHILIP MORRIS INTERNATIONAL COM 718172109 7,904 95,475 SH   OTR 0 92,653 0 2,822
PHYSICIANS REALT COM 71943U104 30,663 1,722,658 SH   OTR 0 1,614,568 0 108,090
PINNACLE FINANCIAL PARTNERS COM 72346Q104 12,453 193,375 SH   OTR 0 193,375 0 0
PROG HOLDINGS INC COM 74319R101 9,263 171,952 SH   OTR 0 166,855 0 5,097
PVH CORP COM 693656100 42,202 449,486 SH   OTR 0 426,350 0 23,136
QTS REALTY TRUST INC COM 74736A103 466 7,527 SH   OTR 0 7,527 0 0
RENASANT CORP COM 75970E107 36,495 1,083,568 SH   OTR 0 1,015,857 0 67,711
REXNORD CORP COM 76169B102 57,752 1,462,457 SH   OTR 0 1,386,842 0 75,615
SCHWAB CHARLES CORP COM 808513105 8,754 165,044 SH   OTR 0 160,150 0 4,894
SPX CORP COM 784635104 45,351 831,525 SH   OTR 0 779,453 0 52,072
SPX FLOW INC COM 78469x107 62,166 1,072,575 SH   OTR 0 1,014,419 0 58,156
STIFEL FINANCIAL CORP COM 860630102 53,889 1,067,959 SH   OTR 0 1,013,101 0 54,858
SYNOVUS FINANCIAL CORP COM 87161C501 57,827 1,786,445 SH   OTR 0 1,696,859 0 89,586
TARGET CORP COM COM 87612E106 4,332 24,538 SH   OTR 0 23,812 0 726
TREEHOUSE FOODS INC COM 89469A104 43,674 1,027,855 SH   OTR 0 984,565 0 43,290
UNIVERSAL LOGISTICS HOLDINGS COM 91388P105 4,042 196,309 SH   OTR 0 190,496 0 5,813
UPLAND SOFTWARE INC COM 91544A109 37,647 820,369 SH   OTR 0 769,004 0 51,365
VALERO ENERGY CORP COM 91913Y100 5,775 102,085 SH   OTR 0 99,054 0 3,031
VMWARE INC CLASS A COM 928563402 7,947 56,659 SH   OTR 0 54,987 0 1,672
WABASH NATIONAL CORP COM 929566107 13,867 804,802 SH   OTR 0 804,802 0 0
WABTEC COM 929740108 8,882 121,341 SH   OTR 0 121,341 0 0
WALT DISNEY CO COM 254687106 8,996 49,655 SH   OTR 0 48,190 0 1,465
WELLS FARGO & CO COM 949746101 9,195 304,678 SH   OTR 0 295,658 0 9,020
WINTRUST FINANCIAL CORPORATION COM 97650W108 43,629 714,170 SH   OTR 0 678,034 0 36,136
XPO LOGISTICS INC COM 983793100 9,973 83,664 SH   OTR 0 83,664 0 0