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 11,635 251,297 SH   SOLE   247,904 0 3,393
ACI WORLDWIDE INC COM COM 004498101 38,847 1,858,693 SH   SOLE   1,840,585 0 18,108
ADAPTHEALTH CORP COMMON STOCK COM 00653Q102 9,402 500,600 SH   SOLE   495,882 0 4,718
AEROJET ROCKETDYNE HLD COM COM 007800105 54,472 1,362,141 SH   SOLE   1,333,645 0 28,496
AFFILIATED MNGRS GRP COM COM 008252108 16,419 146,800 SH   SOLE   138,459 0 8,341
AIR LEASE CORP CL A COM 00912X302 37,276 1,202,066 SH   SOLE   1,191,005 0 11,061
ALEXANDER & BALDWIN IN COM COM 014491104 36,829 2,221,321 SH   SOLE   2,199,883 0 21,438
ALLISON TRANSMISSION H COM COM 01973R101 14,343 424,853 SH   SOLE   398,238 0 26,615
AMERCO COM COM 023586100 58,250 114,389 SH   SOLE   111,791 0 2,598
AMERICAN FINL GROUP COM 025932104 15,030 122,257 SH   SOLE   115,559 0 6,698
AMERICOLD RLTY TR COM COM 03064D108 13,427 545,828 SH   SOLE   514,753 0 31,075
ASSURED GUARANTY LTD COM COM G0585R106 32,941 679,897 SH   SOLE   673,343 0 6,554
AVISTA CORP COM COM 05379B107 13,106 353,749 SH   SOLE   334,124 0 19,625
BAKER HUGHES COMPANY CL A COM 05722G100 15,924 759,759 SH   SOLE   718,404 0 41,355
BJS WHSL CLUB HLDGS IN COM COM 05550J101 18,286 251,143 SH   SOLE   237,588 0 13,555
BOK FINL CORP COM NEW COM 05561Q201 19,438 218,747 SH   SOLE   206,971 0 11,776
CAMDEN PPTY TR SH BEN INT COM 133131102 15,233 127,525 SH   SOLE   120,510 0 7,015
CARLISLE COS INC COM COM 142339100 13,740 48,997 SH   SOLE   46,160 0 2,837
CARTER INC COM COM 146229109 14,939 227,977 SH   SOLE   225,726 0 2,251
CHANGE HEALTHCARE INC COM COM 15912k100 10,804 389,769 SH   SOLE   385,936 0 3,833
CHARLES RIV LABORATORIES INTL COM 159864107 9,205 46,774 SH   SOLE   44,119 0 2,655
CITIZENS FINL GRP INC COM COM 174610105 15,488 450,759 SH   SOLE   425,378 0 25,381
COGNIZANT TECH SOLUTNS CL A COM 192446102 13,657 237,769 SH   SOLE   224,884 0 12,885
CURTISS WRIGHT CORP COM COM 231561101 15,645 112,418 SH   SOLE   107,073 0 5,345
EAGLE MATERIALS INC COM COM 26969P108 13,242 123,544 SH   SOLE   116,639 0 6,905
ELEMENT SOLUTIONS INC COM COM 28618M106 21,157 1,300,317 SH   SOLE   1,287,960 0 12,357
EMCOR GROUP INC COM 29084Q100 22,795 197,397 SH   SOLE   195,005 0 2,392
ENCOMPASS HEALTH CORP COM COM 29261A100 37,640 832,178 SH   SOLE   809,782 0 22,396
ENHABIT INC COM COM 29332G102 4,153 295,799 SH   SOLE   293,002 0 2,797
FIDELITY NATL FIN INC CL A COM 31620R303 16,889 466,544 SH   SOLE   441,449 0 25,095
FIRST AMERN FINL CORP COM COM 31847R102 11,984 259,962 SH   SOLE   257,181 0 2,781
FIRST CTZNS BANCSHS NC CL A COM 31946M103 46,512 58,328 SH   SOLE   57,766 0 562
FIRST HAWAIIAN INC COM COM 32051X108 37,630 1,527,808 SH   SOLE   1,513,011 0 14,797
FMC CORP COM 302491303 17,700 167,458 SH   SOLE   158,126 0 9,332
FRONTDOOR INC COM COM 35905A109 24,274 1,190,518 SH   SOLE   1,178,863 0 11,655
GENTEX CORP COM COM 371901109 18,433 773,185 SH   SOLE   765,610 0 7,575
GLOBAL PMTS INC COM COM 37940X102 18,894 174,856 SH   SOLE   165,324 0 9,532
GMS INC COM COM 36251C103 23,173 579,162 SH   SOLE   573,510 0 5,652
GRAND CANYON ED INC COM COM 38526M106 39,068 475,000 SH   SOLE   470,301 0 4,699
HILLMAN SOLUTIONS CORP COM COM 431636109 30,611 4,059,824 SH   SOLE   4,020,232 0 39,592
IAA INC COM COM 449253103 25,552 802,245 SH   SOLE   778,816 0 23,429
INSPERITY INC COM COM 45778Q107 55,424 542,896 SH   SOLE   537,851 0 5,045
INTERNATIONAL BNCSHRS COM COM 459044103 22,069 435,467 SH   SOLE   429,963 0 5,504
INTERPUBLIC GROUP COM 460690100 15,751 569,625 SH   SOLE   535,875 0 33,750
ISHARES TR S&P 500 INDEX COM 464287200 895 2,495 SH   SOLE   2,495 0 0
LANTHEUS HLDGS INC COM COM 516544103 24,233 344,558 SH   SOLE   340,877 0 3,681
LESLIES INC COM COM 527064109 15,024 1,021,398 SH   SOLE   965,618 0 55,780
LKQ CORP COM COM 501889208 22,878 485,219 SH   SOLE   458,179 0 27,040
LOEWS CORP COM COM 540424108 8,149 163,510 SH   SOLE   154,696 0 8,814
LPL FINL HLDGS INC COM COM 50212V100 16,431 75,203 SH   SOLE   74,256 0 947
MARCUS & MILLICHAP INC COM COM 566324109 36,932 1,126,643 SH   SOLE   1,115,557 0 11,086
MAXAR TECHNOLOGIES INC COM COM 57778K105 39,170 2,092,410 SH   SOLE   2,072,939 0 19,471
MAXIMUS INC COM COM 577933104 14,310 247,277 SH   SOLE   244,166 0 3,111
MICROSOFT CORP COM 594918104 277 1,190 SH   SOLE   1,190 0 0
NATIONAL INSTRS CORP COM COM 636518102 17,302 458,471 SH   SOLE   433,671 0 24,800
NORTHERN TRUST COM 665859104 12,851 150,200 SH   SOLE   142,048 0 8,152
PAR TECHNOLOGY CORP COM COM 698884103 17,323 586,634 SH   SOLE   581,450 0 5,184
PREMIER INC CL A COM 74051N102 25,537 752,391 SH   SOLE   744,989 0 7,402
PROGRESSIVE CORP-OHIO- COM 743315103 9,912 85,292 SH   SOLE   80,693 0 4,599
RYMAN HOSPITALITY PPTY COM COM 78377T107 27,691 376,285 SH   SOLE   372,601 0 3,684
SEALED AIR CORP COM 81211K100 13,821 310,523 SH   SOLE   293,538 0 16,985
SENSATA TECHNOLOGIES H SHS COM G8060N102 15,101 405,057 SH   SOLE   382,140 0 22,917
SIGNATURE BK NEW YORK COM COM 82669G104 14,987 99,251 SH   SOLE   93,802 0 5,449
SNAP-ON INC COM 833034101 14,169 70,370 SH   SOLE   66,472 0 3,898
SOTERA HEALTH CO COM COM 83601L102 9,452 1,385,878 SH   SOLE   1,373,550 0 12,328
SS&C TECHNOLOGIES HLDG COM COM 78467J100 14,211 297,602 SH   SOLE   280,877 0 16,725
STANLEY BLACK & DECKER, INC COM 854502101 7,603 101,089 SH   SOLE   95,593 0 5,496
SYNEOS HEALTH INC CL A COM 87166b102 19,074 404,552 SH   SOLE   400,650 0 3,902
THOR INDS INC COM COM 885160101 21,035 300,582 SH   SOLE   297,823 0 2,759
TRINET GROUP INC COM COM 896288107 28,107 394,658 SH   SOLE   390,905 0 3,753
UGI CORP COM 902681105 9,531 294,820 SH   SOLE   278,360 0 16,460
VENTAS INC COM COM 92276F100 13,428 334,263 SH   SOLE   315,758 0 18,505
VISTRA ENERGY CORP COM COM 92840M102 17,359 826,634 SH   SOLE   782,279 0 44,355
WEYERHAEUSER CO COM 962166104 11,937 417,976 SH   SOLE   395,684 0 22,292
WHITE MTNS INS GRP LTD COM COM G9618E107 54,353 41,713 SH   SOLE   40,540 0 1,173
WINTRUST FINL CORP COM COM 97650W108 37,021 453,965 SH   SOLE   449,546 0 4,419
ZIMMER BIOMET HOLDINGS INC COM 98956P102 16,069 153,690 SH   SOLE   145,413 0 8,277