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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADTRAN HOLDINGS INC COM 00486H105   12,026,372 758,283 SH   SOLE   755,118 0 3,165
AES CORP COM 00130H105   7,992,200 331,902 SH   SOLE   328,437 0 3,465
AIR TRANSPORT SERVICES GRP I COM 00922R105   12,332,402 592,050 SH   SOLE   589,855 0 2,195
APA CORPORATION COM 03743Q108   3,358,701 93,142 SH   SOLE   93,142 0 0
API GROUP CORP COM STK 00187Y100   16,259,964 723,308 SH   SOLE   720,303 0 3,005
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   11,080,164 346,472 SH   SOLE   344,512 0 1,960
BECTON DICKINSON & CO COM 075887109   6,220,680 25,130 SH   SOLE   25,080 0 50
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   10,261,353 33,233 SH   SOLE   32,963 0 270
CADENCE BANK COM 12740C103   7,615,121 366,817 SH   SOLE   366,817 0 0
CATALENT INC COM 148806102   5,329,015 81,099 SH   SOLE   80,559 0 540
CHORD ENERGY CORPORATION COM NEW 674215207   8,327,029 61,865 SH   SOLE   61,865 0 0
CISCO SYS INC COM 17275R102   9,060,086 173,316 SH   SOLE   171,551 0 1,765
COMPASS MINERALS INTL INC COM 20451N101   8,896,533 259,450 SH   SOLE   257,960 0 1,490
DEVON ENERGY CORP NEW COM 25179M103   7,912,266 156,338 SH   SOLE   154,828 0 1,510
ENCOMPASS HEALTH CORP COM 29261A100   14,807,278 273,702 SH   SOLE   273,702 0 0
ENCORE CAP GROUP INC COM 292554102   12,781,659 253,353 SH   SOLE   252,463 0 890
EVERCORE INC CLASS A 29977A105   11,857,637 102,770 SH   SOLE   102,395 0 375
GENTEX CORP COM 371901109   13,281,936 473,847 SH   SOLE   472,027 0 1,820
GRANITE CONSTR INC COM 387328107   17,451,811 424,825 SH   SOLE   423,110 0 1,715
HALOZYME THERAPEUTICS INC COM 40637H109   12,274,839 321,415 SH   SOLE   321,415 0 0
HCI GROUP INC COM 40416E103   15,483,593 288,873 SH   SOLE   287,993 0 880
HILLENBRAND INC COM 431571108   14,999,661 315,583 SH   SOLE   313,438 0 2,145
HILLMAN SOLUTIONS CORP COM 431636109   11,436,684 1,358,276 SH   SOLE   1,357,376 0 900
HOSTESS BRANDS INC CL A 44109J106   9,103,318 365,889 SH   SOLE   363,804 0 2,085
HOWARD HUGHES CORP COM 44267D107   18,107,680 226,346 SH   SOLE   225,216 0 1,130
JAMES RIV GROUP LTD COM G5005R107   11,347,815 549,531 SH   SOLE   547,251 0 2,280
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   12,078,885 1,225,039 SH   SOLE   1,220,479 0 4,560
JOHNSON & JOHNSON COM 478160104   7,730,094 49,872 SH   SOLE   49,337 0 535
JPMORGAN CHASE & CO COM 46625H100   7,098,898 54,477 SH   SOLE   54,067 0 410
MORGAN STANLEY COM NEW 617446448   5,419,367 61,724 SH   SOLE   61,084 0 640
MP MATERIALS CORP COM CL A 553368101   10,647,081 377,690 SH   SOLE   377,690 0 0
OPEN LENDING CORP COM CL A 68373J104   4,799,654 681,769 SH   SOLE   679,734 0 2,035
ORACLE CORP COM 68389X105   8,118,739 87,373 SH   SOLE   86,448 0 925
PATTERSON-UTI ENERGY INC COM 703481101   9,330,867 797,510 SH   SOLE   796,885 0 625
PEPSICO INC COM 713448108   5,504,432 30,194 SH   SOLE   29,979 0 215
PHILIP MORRIS INTL INC COM 718172109   8,074,675 83,030 SH   SOLE   82,180 0 850
SP PLUS CORP COM 78469C103   12,929,375 377,060 SH   SOLE   375,340 0 1,720
SPIRIT RLTY CAP INC NEW COM NEW 84860W300   8,293,931 208,181 SH   SOLE   208,181 0 0
TERRENO RLTY CORP COM 88146M101   16,750,586 259,297 SH   SOLE   257,987 0 1,310
TEXAS CAP BANCSHARES INC COM 88224Q107   7,522,851 153,653 SH   SOLE   153,653 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   12,240,790 566,179 SH   SOLE   563,799 0 2,380
TRAVELCENTERS OF AMERICA INC COM NEW 89421B109   7,584,234 87,679 SH   SOLE   87,679 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   973,887 2,590 SH   SOLE   2,590 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   2,237,050 24,292 SH   SOLE   24,292 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   200,513 3,750 SH   SOLE   3,750 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   5,143,516 132,258 SH   SOLE   130,863 0 1,395
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   9,402,596 335,807 SH   SOLE   335,807 0 0
WASTE CONNECTIONS INC COM 94106B101   7,820,669 56,235 SH   SOLE   55,669 0 566
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   5,038,147 107,469 SH   SOLE   105,469 0 2,000
WORLD FUEL SVCS CORP COM 981475106   13,306,402 520,799 SH   SOLE   518,704 0 2,095
ZIMMER BIOMET HOLDINGS INC COM 98956P102   6,058,532 46,893 SH   SOLE   46,218 0 675