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
1ST SOURCE CORP COM COM 336901103 11,596 255,411 SH   SOLE   252,018 0 3,393
ACI WORLDWIDE INC COM COM 004498101 42,812 1,653,597 SH   SOLE   1,638,067 0 15,530
ADAPTHEALTH CORP COMMON STOCK COM 00653Q102 22,935 1,271,391 SH   SOLE   1,258,980 0 12,411
AEROJET ROCKETDYNE HLD COM COM 007800105 56,388 1,396,238 SH   SOLE   1,366,103 0 30,135
AFFILIATED MNGRS GRP COM COM 008252108 13,414 115,043 SH   SOLE   108,732 0 6,311
AIR LEASE CORP CL A COM 00912X302 39,716 1,188,026 SH   SOLE   1,176,925 0 11,101
ALEXANDER & BALDWIN IN COM COM 014491104 40,244 2,242,007 SH   SOLE   2,220,450 0 21,557
ALLISON TRANSMISSION H COM COM 01973R101 19,888 517,258 SH   SOLE   488,283 0 28,975
AMERCO COM COM 023586100 55,221 115,469 SH   SOLE   112,761 0 2,708
AMERICAN CAMPUS CMNTYS COM COM 024835100 23,644 366,740 SH   SOLE   345,760 0 20,980
AMERICAN FINL GROUP COM 025932104 17,728 127,718 SH   SOLE   120,645 0 7,073
AMERICOLD RLTY TR COM COM 03064D108 18,582 618,584 SH   SOLE   584,904 0 33,680
ASSURED GUARANTY LTD COM COM G0585R106 23,398 419,390 SH   SOLE   415,587 0 3,803
AVISTA CORP COM COM 05379B107 16,600 381,509 SH   SOLE   360,234 0 21,275
BAKER HUGHES COMPANY CL A COM 05722G100 22,928 794,169 SH   SOLE   749,839 0 44,330
BJS WHSL CLUB HLDGS IN COM COM 05550J101 23,583 378,423 SH   SOLE   357,588 0 20,835
BOK FINL CORP COM NEW COM 05561Q201 17,679 233,902 SH   SOLE   221,311 0 12,591
CAMDEN PPTY TR SH BEN INT COM 133131102 14,042 104,415 SH   SOLE   98,702 0 5,713
CARLISLE COS INC COM COM 142339100 12,998 54,475 SH   SOLE   51,493 0 2,982
CARTER INC COM COM 146229109 16,040 227,579 SH   SOLE   225,336 0 2,243
CHANGE HEALTHCARE INC COM COM 15912k100 31,717 1,375,432 SH   SOLE   1,361,949 0 13,483
CITIZENS FINL GRP INC COM COM 174610105 17,128 479,910 SH   SOLE   453,029 0 26,881
COGNIZANT TECH SOLUTNS CL A COM 192446102 17,176 254,508 SH   SOLE   240,788 0 13,720
CURTISS WRIGHT CORP COM COM 231561101 15,401 116,620 SH   SOLE   110,850 0 5,770
DENTSPLY SIRONA INC COM COM 24906P109 14,266 399,287 SH   SOLE   377,922 0 21,365
EAGLE MATERIALS INC COM COM 26969P108 14,750 134,159 SH   SOLE   126,759 0 7,400
EBAY INC COM COM 278642103 11,224 269,373 SH   SOLE   255,182 0 14,191
ELEMENT SOLUTIONS INC COM COM 28618M106 23,131 1,299,489 SH   SOLE   1,287,141 0 12,348
EMCOR GROUP INC COM 29084Q100 20,676 200,816 SH   SOLE   198,432 0 2,384
ENCOMPASS HEALTH CORP COM COM 29261A100 51,655 921,588 SH   SOLE   896,609 0 24,979
EVO PMTS INC CL A COM COM 26927E104 29,571 1,257,269 SH   SOLE   1,245,256 0 12,013
FIDELITY NATL FIN INC CL A COM 31620R303 11,615 314,246 SH   SOLE   297,426 0 16,820
FIRST AMERN FINL CORP COM COM 31847R102 13,630 257,571 SH   SOLE   254,789 0 2,782
FIRST CTZNS BANCSHS NC CL A COM 31946M103 40,048 61,256 SH   SOLE   60,691 0 565
FIRST HAWAIIAN INC COM COM 32051X108 34,511 1,519,623 SH   SOLE   1,504,748 0 14,875
FMC CORP COM 302491303 15,302 143,002 SH   SOLE   135,201 0 7,801
FRONTDOOR INC COM COM 35905A109 28,789 1,195,579 SH   SOLE   1,183,944 0 11,635
GENERAL DYNAMICS CORP COM 369550108 10,707 48,395 SH   SOLE   45,931 0 2,464
GENTEX CORP COM COM 371901109 11,662 416,954 SH   SOLE   413,170 0 3,784
GLOBAL PMTS INC COM COM 37940X102 17,362 156,923 SH   SOLE   148,260 0 8,663
GMS INC COM COM 36251C103 21,693 487,469 SH   SOLE   482,780 0 4,689
GRAND CANYON ED INC COM COM 38526M106 44,995 477,704 SH   SOLE   472,980 0 4,724
HILLMAN SOLUTIONS CORP COM COM 431636109 30,709 3,554,284 SH   SOLE   3,524,230 0 30,054
INSPERITY INC COM COM 45778Q107 55,757 558,527 SH   SOLE   553,452 0 5,075
INTERNATIONAL BNCSHRS COM COM 459044103 20,533 512,290 SH   SOLE   506,786 0 5,504
INTERPUBLIC GROUP COM 460690100 17,905 650,379 SH   SOLE   614,394 0 35,985
ISHARES TR S&P 500 INDEX COM 464287200 946 2,495 SH   SOLE   2,495 0 0
LANTHEUS HLDGS INC COM COM 516544103 23,286 352,665 SH   SOLE   348,984 0 3,681
LESLIES INC COM COM 527064109 16,477 1,085,447 SH   SOLE   1,025,672 0 59,775
LKQ CORP COM COM 501889208 25,767 524,889 SH   SOLE   495,869 0 29,020
LOEWS CORP COM COM 540424108 10,170 171,624 SH   SOLE   162,180 0 9,444
LPL FINL HLDGS INC COM COM 50212V100 14,740 79,905 SH   SOLE   78,958 0 947
MARCUS & MILLICHAP INC COM COM 566324109 42,582 1,151,182 SH   SOLE   1,140,029 0 11,153
MAXAR TECHNOLOGIES INC COM COM 57778K105 54,226 2,078,390 SH   SOLE   2,058,818 0 19,572
MAXIMUS INC COM COM 577933104 16,007 256,065 SH   SOLE   252,949 0 3,116
MICROSOFT CORP COM 594918104 306 1,190 SH   SOLE   1,190 0 0
NATIONAL INSTRS CORP COM COM 636518102 15,108 483,767 SH   SOLE   457,192 0 26,575
NORTHERN TRUST COM 665859104 15,587 161,554 SH   SOLE   152,817 0 8,737
PAR TECHNOLOGY CORP COM COM 698884103 21,164 564,512 SH   SOLE   559,335 0 5,177
PREMIER INC CL A COM 74051N102 27,475 770,031 SH   SOLE   762,588 0 7,443
PROGRESSIVE CORP-OHIO- COM 743315103 17,982 154,661 SH   SOLE   145,981 0 8,680
RYMAN HOSPITALITY PPTY COM COM 78377T107 29,042 381,978 SH   SOLE   378,297 0 3,681
SEALED AIR CORP COM 81211K100 13,978 242,167 SH   SOLE   229,232 0 12,935
SENSATA TECHNOLOGIES H SHS COM G8060N102 14,065 340,460 SH   SOLE   321,935 0 18,525
SIGNATURE BK NEW YORK COM COM 82669G104 15,284 85,287 SH   SOLE   80,638 0 4,649
SNAP-ON INC COM 833034101 14,582 74,011 SH   SOLE   69,848 0 4,163
SOTERA HEALTH CO COM COM 83601L102 27,237 1,390,359 SH   SOLE   1,378,031 0 12,328
SS&C TECHNOLOGIES HLDG COM COM 78467J100 13,143 226,325 SH   SOLE   213,985 0 12,340
STANLEY BLACK & DECKER, INC COM 854502101 11,492 109,590 SH   SOLE   103,639 0 5,951
SYNEOS HEALTH INC CL A COM 87166b102 23,522 328,156 SH   SOLE   325,044 0 3,112
THOR INDS INC COM COM 885160101 22,559 301,874 SH   SOLE   299,115 0 2,759
TRINET GROUP INC COM COM 896288107 30,658 394,970 SH   SOLE   391,220 0 3,750
UGI CORP COM 902681105 12,851 332,846 SH   SOLE   315,331 0 17,515
VENTAS INC COM COM 92276F100 18,165 353,200 SH   SOLE   333,120 0 20,080
VISTRA ENERGY CORP COM COM 92840M102 19,982 874,458 SH   SOLE   826,893 0 47,565
WEYERHAEUSER CO COM 962166104 14,415 435,233 SH   SOLE   411,571 0 23,662
WHITE MTNS INS GRP LTD COM COM G9618E107 55,259 44,344 SH   SOLE   43,093 0 1,251
WINTRUST FINL CORP COM COM 97650W108 36,269 452,513 SH   SOLE   448,069 0 4,444
ZIMMER BIOMET HOLDINGS INC COM 98956P102 17,099 162,752 SH   SOLE   153,830 0 8,922