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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGCO Corp. COM 001084102   43,645,765 332,109 SH   SOLE   301,637 0 30,472
Armstrong World Industries Inc COM 04247X102   38,090,112 518,515 SH   SOLE   467,791 0 50,724
Belden Inc COM 077454106   35,790,413 374,181 SH   SOLE   372,010 0 2,171
Boot Barn Holdings Inc COM 099406100   41,042,976 484,626 SH   SOLE   429,761 0 54,865
Broadridge Financial Solutions COM 11133T103   9,281,905 56,040 SH   SOLE   27,350 0 28,690
Darling Ingredients Inc. COM 237266101   71,891,266 1,126,999 SH   SOLE   1,022,401 0 104,598
Dorman Products Inc COM 258278100   32,030,757 406,327 SH   SOLE   403,964 0 2,363
Dycom Industries Inc COM 267475101   69,736,663 613,609 SH   SOLE   557,040 0 56,569
Enerpac Tool Group COM 292765104   43,468,785 1,609,955 SH   SOLE   1,600,485 0 9,470
IDEX Corp. COM 45167R104   4,228,783 19,645 SH   SOLE   9,332 0 10,313
Ingevity Corp COM 45688C107   48,115,477 827,295 SH   SOLE   750,366 0 76,929
Live Oak Bancshares Inc COM 53803X105   28,863,938 1,097,071 SH   SOLE   1,090,762 0 6,309
Louisiana-Pacific Corp COM 546347105   18,082,477 241,164 SH   SOLE   196,744 0 44,420
Malibu Boats Inc COM 56117J100   26,800,581 456,880 SH   SOLE   454,224 0 2,656
MGP Ingredients Inc COM 55303J106   43,167,004 406,163 SH   SOLE   384,800 0 21,363
Murphy USA Inc. COM 626755102   58,269,347 187,295 SH   SOLE   169,037 0 18,258
Polaris Inc. COM 731068102   48,746,520 403,097 SH   SOLE   360,112 0 42,985
SEI Investments Co COM 784117103   4,779,914 80,173 SH   SOLE   19,070 0 61,103
Stepan Co COM 858586100   35,332,068 369,737 SH   SOLE   367,592 0 2,145
The Boston Beer Co Inc COM 100557107   41,053,056 133,099 SH   SOLE   118,863 0 14,236
The Brink's Co. COM 109696104   46,703,058 688,531 SH   SOLE   626,339 0 62,192
Thor Industries Inc. COM 885160101   36,156,173 349,335 SH   SOLE   314,129 0 35,206
Timken Co. COM 887389104   49,590,313 541,793 SH   SOLE   491,030 0 50,763
Trex Co COM 89531P105   7,196,980 109,777 SH   SOLE   52,573 0 57,204
US Physical Therapy Inc COM 90337L108   56,020,392 461,491 SH   SOLE   420,249 0 41,242
Watsco Inc COM 942622200   9,780,891 25,640 SH   SOLE   12,495 0 13,145