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 10,292 154,690 SH   SOLE 0 154,690 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 5,600 23,343 SH   SOLE 0 23,343 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 14,487 88,059 SH   SOLE 0 88,059 0 0
ALASKA AIR GROUP INC COM 011659109 12,066 231,585 SH   SOLE 0 231,585 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 90,868 5,704,200 SH   SOLE 0 5,384,400 0 319,800
ALLEGIANT TRAVEL COM 01748X102 53,137 284,096 SH   SOLE 0 265,157 0 18,939
ALLSTATE CORP COM 020002101 9,015 76,623 SH   SOLE 0 76,623 0 0
ARAMARK COM 03852U106 16,577 449,852 SH   SOLE 0 449,852 0 0
ARCH CAPITAL GROUP COM G0450A105 10,448 235,041 SH   SOLE 0 235,041 0 0
ARTISAN PARTNERS ASSET MA -A COM 04316A108 60,183 1,263,294 SH   SOLE 0 1,170,904 0 92,390
ASBURY AUTOMOTIVE GROUP INC COM 043436104 46,364 268,418 SH   SOLE 0 248,829 0 19,589
AVIENT CORPORATION COM 05368V106 98,328 1,757,424 SH   SOLE 0 1,652,549 0 104,875
BANK OF AMERICA CORP COM 060505104 10,719 240,922 SH   SOLE 0 240,922 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 11,169 192,312 SH   SOLE 0 192,312 0 0
BANNER CORPORATION COM 06652V208 73,522 1,211,841 SH   SOLE 0 1,123,942 0 87,899
BOEING COMPANY COM 097023105 8,516 42,301 SH   SOLE 0 42,301 0 0
BOOZ ALLEN HAMILTON HOLDINGS COM 099502106 14,957 176,397 SH   SOLE 0 176,397 0 0
BOYD GAMING CORP COM 103304101 72,027 1,098,473 SH   SOLE 0 1,022,449 0 76,024
BRINKS CO COM COM 109696104 67,208 1,024,980 SH   SOLE 0 950,135 0 74,845
BRISTOL-MYERS SQUIBB CO COM 110122108 10,955 175,702 SH   SOLE 0 175,702 0 0
CACTUS INC-A COM 127203107 59,470 1,559,655 SH   SOLE 0 1,445,332 0 114,323
CADENCE BANK COM 12740C103 66,378 2,228,199 SH   SOLE 0 2,065,677 0 162,522
CAESARS ENTERTAINMENT INC COM 12769G100 11,212 119,880 SH   SOLE 0 119,880 0 0
CATERPILLAR INC COM 149123101 4,015 19,420 SH   SOLE 0 19,420 0 0
CENTENE CORP COM 15135B101 9,848 119,515 SH   SOLE 0 119,515 0 0
CHARLES RIVER LABORATORIES COM 159864107 12,087 32,081 SH   SOLE 0 32,081 0 0
CHEVRON CORP COM 166764100 11,855 101,026 SH   SOLE 0 101,026 0 0
CIENA CORPORATION COM 171779309 18,387 238,880 SH   SOLE 0 238,880 0 0
CMC MATERIALS INC COM 12571T100 21,796 113,704 SH   SOLE 0 105,435 0 8,269
COLFAX CORPORATION COM 194014106 15,015 326,620 SH   SOLE 0 326,620 0 0
CORPORATE OFFICE PROPERTIES COM 22002T108 62,295 2,227,223 SH   SOLE 0 2,066,517 0 160,706
DARLING INGREDIENTS INC COM 237266101 82,349 1,188,471 SH   SOLE 0 1,117,528 0 70,943
DENTSPLY SIRONA INC COM 24906P109 11,494 206,025 SH   SOLE 0 206,025 0 0
DIAMONDBACK ENERGY INC COM 25278X109 14,780 137,043 SH   SOLE 0 137,043 0 0
DORMAN PRODUCTS INC COM 258278100 212 1,880 SH   SOLE 0 1,880 0 0
ECHOSTAR CORPORATION COM 278768106 11,232 426,278 SH   SOLE 0 426,278 0 0
EURONET WORLDWIDE INC COM 298736109 15,292 128,322 SH   SOLE 0 128,322 0 0
EXLSERVICE HOLDINGS INC COM 302081104 53,807 371,671 SH   SOLE 0 344,624 0 27,047
FEDEX CORP COM 31428X106 8,477 32,775 SH   SOLE 0 32,775 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 10,561 96,756 SH   SOLE 0 96,756 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 7,308 32,648 SH   SOLE 0 32,648 0 0
FORMFACTOR INC COM 346375108 74,708 1,634,032 SH   SOLE 0 1,515,175 0 118,857
FORTRESS TRANSPORTATION AND IN COM 34960p101 12,585 435,173 SH   SOLE 0 435,173 0 0
GENERAL MTRS CORP COM COM 37045V100 7,806 133,147 SH   SOLE 0 133,147 0 0
GIBRALTAR INDUSTRIES INC COM 374689107 48,653 729,646 SH   SOLE 0 676,580 0 53,066
GOLDMAN SACHS GROUP COM COM 38141G104 11,395 29,786 SH   SOLE 0 29,786 0 0
GRAY TELEVISION INC COM 389375106 62,005 3,075,636 SH   SOLE 0 2,850,963 0 224,673
GXO LOGISTICS INC COM 36262G101 11,649 128,250 SH   SOLE 0 128,250 0 0
HANESBRANDS INC COM COM 410345102 21,285 1,273,048 SH   SOLE 0 1,273,048 0 0
HANOVER INSURANCE GROUP INC/ COM 410867105 13,170 100,487 SH   SOLE 0 100,487 0 0
HARSCO CORPORATION COM 415864107 55,683 3,332,340 SH   SOLE 0 3,086,500 0 245,840
HESS CORP COM 42809h107 9,334 126,082 SH   SOLE 0 126,082 0 0
HILLENBRAND INC COM 431571108 62,595 1,203,982 SH   SOLE 0 1,115,189 0 88,793
HORACE MANN EDUCATORS COM 440327104 43,260 1,117,825 SH   SOLE 0 1,035,666 0 82,159
II VI INC COM 902104108 84,431 1,235,637 SH   SOLE 0 1,161,858 0 73,779
INDEPENDENT BK CORP MASS COM 453836108 66,294 813,125 SH   SOLE 0 753,775 0 59,350
INTEGER HOLDINGS CORP COM 45826H109 54,080 631,848 SH   SOLE 0 585,822 0 46,026
INTL BUSINESS MACHINES CORP COM 459200101 8,782 65,706 SH   SOLE 0 65,706 0 0
ISHARES RUSSELL 2000 ETF COM 464287655 3,114 14,000 SH   SOLE 0 14,000 0 0
ITT INC COM 45073V108 16,817 164,570 SH   SOLE 0 164,570 0 0
KENNAMETAL INC COM 489170100 63,723 1,774,531 SH   SOLE 0 1,645,463 0 129,068
KEURIG DR PEPPER INC COM 49271v100 7,380 200,223 SH   SOLE 0 200,223 0 0
LUMENTUM HOLDINGS INC COM 55024U109 18,501 174,922 SH   SOLE 0 174,922 0 0
LYONDELLBASELL INDUSTRIES CL A COM N53745100 6,607 71,633 SH   SOLE 0 71,633 0 0
MADISON SQUARE GARDEN ENTM COM 55826T102 80,206 1,140,258 SH   SOLE 0 1,072,914 0 67,344
MANTECH INTERNATIONAL CORP A COM 564563104 54,739 750,567 SH   SOLE 0 700,051 0 50,516
MARKEL CORP COM 570535104 14,655 11,876 SH   SOLE 0 11,876 0 0
MARRIOTT VACATIONS WORLD COM 57164Y107 63,162 373,784 SH   SOLE 0 346,431 0 27,353
MAXLINEAR INC COM 57776J100 107,842 1,430,452 SH   SOLE 0 1,345,260 0 85,192
MEDTRONIC INC COM COM G5960L103 7,469 72,196 SH   SOLE 0 72,196 0 0
MERIT MEDICAL SYSTEMS INC COM 589889104 53,191 853,781 SH   SOLE 0 791,213 0 62,568
MKS INSTRUMENTS INC COM 55306N104 17,925 102,915 SH   SOLE 0 102,915 0 0
MSA SAFETY INC COM 553498106 63,889 423,221 SH   SOLE 0 392,136 0 31,085
NATIONAL OILWELL VARCO INC COM 62955J103 14,263 1,052,587 SH   SOLE 0 1,052,587 0 0
NEXSTAR MEDIA GROUP INC COM 65336K103 14,593 96,654 SH   SOLE 0 96,654 0 0
NORTHROP GRUMMAN CORP COM 666807102 7,760 20,049 SH   SOLE 0 20,049 0 0
NORWEGIAN CRUISE LINE HOLDINGS COM G66721104 12,508 603,067 SH   SOLE 0 603,067 0 0
NUVASIVE INC COM 670704105 55,094 1,049,804 SH   SOLE 0 972,865 0 76,939
ONEMAIN HOLDINGS INC COM 68268W103 8,619 172,249 SH   SOLE 0 172,249 0 0
ONESPAWORLD HOLDINGS LTD COM p73684113 46,630 4,653,738 SH   SOLE 0 4,314,601 0 339,137
PACIFIC PREMIER BANCORP INC COM 69478X105 62,160 1,552,838 SH   SOLE 0 1,439,189 0 113,649
PDC ENERGY COM 69327R101 61,103 1,252,619 SH   SOLE 0 1,149,708 0 102,911
PHILIP MORRIS INTERNATIONAL COM 718172109 11,118 117,027 SH   SOLE 0 117,027 0 0
PHYSICIANS REALT COM 71943U104 53,396 2,835,670 SH   SOLE 0 2,630,086 0 205,584
PINNACLE FINANCIAL PARTNERS COM 72346Q104 14,802 154,994 SH   SOLE 0 154,994 0 0
PROG HOLDINGS INC COM 74319R101 10,153 225,074 SH   SOLE 0 225,074 0 0
PVH CORP COM 693656100 78,380 734,929 SH   SOLE 0 690,756 0 44,173
REGAL REXNORD CORP COM 758750103 87,421 513,696 SH   SOLE 0 483,411 0 30,284
SCHWAB CHARLES CORP COM 808513105 8,409 99,986 SH   SOLE 0 99,986 0 0
SOUTH STATE CORP COM 840441109 18,678 233,160 SH   SOLE 0 233,160 0 0
SPX CORP COM 784635104 74,218 1,243,604 SH   SOLE 0 1,152,974 0 90,630
SPX FLOW INC COM 78469x107 90,713 1,048,945 SH   SOLE 0 985,835 0 63,110
STIFEL FINANCIAL CORP COM 860630102 84,846 1,204,855 SH   SOLE 0 1,133,430 0 71,425
SYNEOS HEALTH COM 87166B102 15,653 152,448 SH   SOLE 0 152,448 0 0
SYNOVUS FINANCIAL CORP COM 87161C501 90,006 1,880,208 SH   SOLE 0 1,768,141 0 112,067
T-MOBILE US INC COM 872590104 6,412 55,289 SH   SOLE 0 55,289 0 0
TIMKEN CO COM 887389104 14,254 205,708 SH   SOLE 0 205,708 0 0
TREEHOUSE FOODS INC COM 89469A104 8,462 208,777 SH   SOLE 0 208,777 0 0
VALERO ENERGY CORP COM 91913Y100 8,601 114,513 SH   SOLE 0 114,513 0 0
VMWARE INC CLASS A COM 928563402 7,422 64,045 SH   SOLE 0 64,045 0 0
WABASH NATIONAL CORP COM 929566107 4,734 242,513 SH   SOLE 0 242,513 0 0
WABTEC COM 929740108 15,912 172,748 SH   SOLE 0 172,748 0 0
WELLS FARGO & CO COM 949746101 12,624 263,113 SH   SOLE 0 263,113 0 0
XPO LOGISTICS INC COM 983793100 15,956 206,073 SH   SOLE 0 206,073 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 10,311 81,165 SH   SOLE 0 81,165 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 73,879 2,029,649 SH   SOLE 0 1,908,491 0 121,158