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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aerojet Rocketdyne Holdings COM 007800105 87,004 1,943,350 SH   SOLE   1,501,687 0 441,663
Aerojet Rocketdyne Holdings COM 007800105 2,640 58,960 SH   OTR 4 58,960 0 0
Amdocs LTD COM G02602103 70,339 1,132,862 SH   SOLE   600,305 0 532,557
Amerisafe Inc. COM 03071H100 14,445 226,522 SH   SOLE   182,818 0 43,704
Amerisafe Inc. COM 03071H100 994 15,593 SH   OTR 4 15,593 0 0
Ares Capital Corp. COM 04010L103 16,433 915,984 SH   SOLE   724,646 0 191,338
Ares Capital Corp. COM 04010L103 922 51,386 SH   OTR 4 51,386 0 0
Autozone Inc. COM 053332102 188,381 171,338 SH   SOLE   102,278 0 69,060
Bristol-Myers Squibb Co. COM 110122108 377 8,312 SH   SOLE   8,312 0 0
Brookfield Asset Mgmt Inc. Cla COM 112585104 71,235 1,490,890 SH   SOLE   774,539 0 716,351
Brookfield Infrast Partners LP COM G16252101 222 5,167 SH   SOLE   5,167 0 0
Cardtronics PLC Cl A COM G1991C105 14,640 535,875 SH   SOLE   421,941 0 113,934
Cardtronics PLC Cl A COM G1991C105 968 35,428 SH   OTR 4 35,428 0 0
Cars.com Inc COM 14575E105 41,004 2,079,294 SH   SOLE   1,324,796 0 754,498
Cars.com Inc COM 14575E105 645 32,697 SH   OTR 4 32,697 0 0
CGI Inc COM 12532H104 116,812 1,521,586 SH   SOLE   912,532 0 609,054
CoreCivic Inc COM 21871N101 32,751 1,577,621 SH   SOLE   1,329,065 0 248,556
CoreCivic Inc COM 21871N101 646 31,138 SH   OTR 4 31,138 0 0
Discovery Inc Cl A COM 25470F104 131,114 4,270,827 SH   SOLE   2,409,352 0 1,861,475
Discovery Inc Cl C COM 25470F302 3,582 125,908 SH   SOLE   125,908 0 0
Dish Network Corp Class A COM 25470M109 71,206 1,853,844 SH   SOLE   955,417 0 898,427
Dorman Products Inc COM 258278100 21,351 245,025 SH   SOLE   185,980 0 59,045
Dorman Products Inc COM 258278100 1,282 14,708 SH   OTR 4 14,708 0 0
Evoqua Water Technologies Corp COM 30057T105 31,145 2,187,125 SH   SOLE   1,741,740 0 445,385
Evoqua Water Technologies Corp COM 30057T105 1,904 133,703 SH   OTR 4 133,703 0 0
FedEx Corp. COM 31428X106 63,333 385,727 SH   SOLE   194,202 0 191,525
First Horizon Natl Corp COM 320517105 302 20,217 SH   SOLE   20,217 0 0
FirstCash Inc COM 33767D105 26,690 266,850 SH   SOLE   205,615 0 61,235
FirstCash Inc COM 33767D105 1,703 17,031 SH   OTR 4 17,031 0 0
Fiserv Inc COM 337738108 121,250 1,330,077 SH   SOLE   824,574 0 505,503
Flowserve Corp COM 34354P105 18,778 356,391 SH   SOLE   267,391 0 89,000
FMC Corp COM 302491303 110,936 1,337,384 SH   SOLE   776,466 0 560,918
Hanesbrands Inc. COM 410345102 99,500 5,778,179 SH   SOLE   3,138,822 0 2,639,357
Haynes International Inc COM 420877201 7,122 223,891 SH   SOLE   177,015 0 46,876
Haynes International Inc COM 420877201 457 14,374 SH   OTR 4 14,374 0 0
Howard Hughes Corp COM 44267D107 113,847 919,307 SH   SOLE   595,507 0 323,800
Howard Hughes Corp COM 44267D107 1,873 15,125 SH   OTR 4 15,125 0 0
International Business Machine COM 459200101 207 1,500 SH   SOLE   1,500 0 0
Kemper Corp COM 488401100 32,278 374,064 SH   SOLE   303,043 0 71,021
Kemper Corp COM 488401100 1,841 21,335 SH   OTR 4 21,335 0 0
Kinder Morgan Inc COM 49456B101 312 14,951 SH   SOLE   14,951 0 0
Liberty SiriusXM Group COM 531229607 62,608 1,648,449 SH   SOLE   624,439 0 1,024,010
Livent Corp COM 53814L108 13,877 2,005,397 SH   SOLE   1,331,100 0 674,297
Livent Corp COM 53814L108 434 62,772 SH   OTR 4 62,772 0 0
LKQ Corp COM 501889208 78,032 2,932,428 SH   SOLE   1,651,994 0 1,280,434
Marriott Vacations Worldwide C COM 57164Y107 20,081 208,311 SH   SOLE   163,665 0 44,646
Marriott Vacations Worldwide C COM 57164Y107 1,275 13,227 SH   OTR 4 13,227 0 0
MSC Industrial Direct Co-A COM 553530106 123,841 1,667,666 SH   SOLE   1,031,400 0 636,266
MSC Industrial Direct Co-A COM 553530106 1,454 19,578 SH   OTR 4 19,578 0 0
MTS Systems Corp COM 553777103 15,117 258,279 SH   SOLE   195,332 0 62,947
MTS Systems Corp COM 553777103 935 15,977 SH   OTR 4 15,977 0 0
Multi Color Corp COM 625383104 21,082 421,885 SH   SOLE   331,545 0 90,340
Multi Color Corp COM 625383104 1,347 26,965 SH   OTR 4 26,965 0 0
Nielsen Holdings PLC COM G6518L108 86,259 3,816,762 SH   SOLE   2,187,276 0 1,629,486
OneSpaWorld Holdings Ltd COM P73684113 33,433 2,156,985 SH   SOLE   1,749,130 0 407,855
OneSpaWorld Holdings Ltd COM P73684113 1,861 120,055 SH   OTR 4 120,055 0 0
Open Text Corp COM 683715106 195,228 4,738,536 SH   SOLE   2,698,618 0 2,039,918
Perspecta Inc. COM 715347100 17,920 765,505 SH   SOLE   600,230 0 165,275
Perspecta Inc. COM 715347100 1,138 48,591 SH   OTR 4 48,591 0 0
Playa Hotels & Resorts COM N70544106 20,116 2,609,110 SH   SOLE   2,043,730 0 565,380
Playa Hotels & Resorts COM N70544106 1,246 161,585 SH   OTR 4 161,585 0 0
Qurate Retail Inc COM 74915M100 41,180 3,323,654 SH   SOLE   1,743,731 0 1,579,923
Rush Enterprises Inc Class A COM 781846209 21,203 580,580 SH   SOLE   457,305 0 123,275
Rush Enterprises Inc Class A COM 781846209 1,315 36,018 SH   OTR 4 36,018 0 0
Service Corp International COM 817565104 57,954 1,238,854 SH   SOLE   790,843 0 448,011
Sirius XM Holdings Inc. COM 82968B103 22,904 4,104,703 SH   SOLE   4,104,703 0 0
Stanley Black & Decker COM 854502101 80,432 556,196 SH   SOLE   270,643 0 285,553
TEGNA Inc. COM 87901J105 146,737 9,685,629 SH   SOLE   6,023,716 0 3,661,913
TEGNA Inc. COM 87901J105 1,792 118,289 SH   OTR 4 118,289 0 0
Thermo Fisher Scientific Inc. COM 883556102 192,032 653,881 SH   SOLE   415,804 0 238,077
Thermon Group Holding Inc COM 88362T103 14,857 579,204 SH   SOLE   457,856 0 121,348
Thermon Group Holding Inc COM 88362T103 1,108 43,210 SH   OTR 4 43,210 0 0
UniFirst Corp COM 904708104 25,976 137,754 SH   SOLE   108,186 0 29,568
UniFirst Corp COM 904708104 1,599 8,478 SH   OTR 4 8,478 0 0
ViaSat Inc COM 92552V100 124,808 1,544,268 SH   SOLE   1,032,268 0 512,000
ViaSat Inc COM 92552V100 2,008 24,848 SH   OTR 4 24,848 0 0
Weight Watchers International COM 948626106 13,900 727,755 SH   SOLE   570,055 0 157,700
Weight Watchers International COM 948626106 868 45,451 SH   OTR 4 45,451 0 0
Wesco Intl Inc COM 95082P105 12,632 249,403 SH   SOLE   188,400 0 61,003
Wesco Intl Inc COM 95082P105 782 15,443 SH   OTR 4 15,443 0 0
Willis Towers Watson PLC COM G96629103 49,968 260,876 SH   SOLE   154,113 0 106,763
Xylem Inc. COM 98419M100 62,955 752,685 SH   SOLE   477,952 0 274,733
Zebra Technologies Corp Cl A COM 989207105 213,428 1,018,798 SH   SOLE   667,034 0 351,764
Zebra Technologies Corp Cl A COM 989207105 2,300 10,980 SH   OTR 4 10,980 0 0
iShares - High Yield Corporate MF 464288513 1,257 14,415 SH   SOLE   14,415 0 0
iShares Intermediate-Term Corp MF 464288638 436 7,660 SH   SOLE   7,660 0 0
iShares Short-Term Corporate B MF 464288646 2,741 51,285 SH   SOLE   51,285 0 0
SPDR Bloomberg Barclays High Y MF 78468R622 487 4,466 SH   SOLE   4,466 0 0
Virtus Investment Partners Inc MF 92837F599 142 11,998 SH   SOLE   11,998 0 0
iShares - Dow Jones Select Div MF 464287168 1,782 17,900 SH   SOLE   17,900 0 0
iShares - Russell 2000 MF 464287655 14,415 92,700 SH   SOLE   92,700 0 0
iShares - Russell 2000 Value MF 464287630 5,705 47,345 SH   SOLE   85 0 47,260
iShares - Russell 3000 MF 464287689 11,876 68,900 SH   SOLE   0 0 68,900
iShares - Russell Mid Cap MF 464287499 587 10,510 SH   SOLE   10,510 0 0
iShares - Russell Midcap Value MF 464287473 22,893 256,854 SH   SOLE   0 0 256,854