The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Aegion Corp. | COM | 00770F104 | 14,407 | 803,509 | SH | SOLE | 746,689 | 0 | 56,820 | ||
| AGCO Corp. | COM | 001084102 | 39,412 | 834,108 | SH | SOLE | 731,000 | 0 | 103,108 | ||
| Belden Inc | COM | 077454106 | 19,615 | 543,647 | SH | SOLE | 506,434 | 0 | 37,213 | ||
| Brink's Co. | COM | 109696104 | 44,089 | 847,057 | SH | SOLE | 742,878 | 0 | 104,179 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 21,022 | 221,684 | SH | SOLE | 195,025 | 0 | 26,659 | ||
| Centene Corp. | COM | 15135B101 | 24,819 | 417,762 | SH | SOLE | 340,504 | 0 | 77,258 | ||
| Clean Harbors Inc. | COM | 184496107 | 30,985 | 603,519 | SH | SOLE | 530,658 | 0 | 72,861 | ||
| Crane Co | COM | 224399105 | 27,519 | 559,551 | SH | SOLE | 480,854 | 0 | 78,697 | ||
| Darling Ingredients Inc. | COM | 237266101 | 52,249 | 2,725,562 | SH | SOLE | 2,382,784 | 0 | 342,778 | ||
| Dorman Products Inc | COM | 258278100 | 2,078 | 37,602 | SH | SOLE | 34,943 | 0 | 2,659 | ||
| Dycom Industries Inc | COM | 267475101 | 46,970 | 1,831,170 | SH | SOLE | 1,598,840 | 0 | 232,330 | ||
| Enerpac Tool Group | COM | 292765104 | 14,416 | 871,048 | SH | SOLE | 809,602 | 0 | 61,446 | ||
| Extended Stay America, Inc. | COM | 30224P200 | 32,243 | 4,410,875 | SH | SOLE | 3,861,723 | 0 | 549,152 | ||
| First Horizon National Corp | COM | 320517105 | 8,398 | 1,041,905 | SH | SOLE | 791,766 | 0 | 250,139 | ||
| Hanesbrands Inc. | COM | 410345102 | 10,503 | 1,334,617 | SH | SOLE | 1,013,770 | 0 | 320,847 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 22,111 | 219,788 | SH | SOLE | 204,450 | 0 | 15,338 | ||
| IDEX Corp. | COM | 45167R104 | 9,545 | 69,113 | SH | SOLE | 52,445 | 0 | 16,668 | ||
| Knowles Corporation | COM | 49926D109 | 11,186 | 836,005 | SH | SOLE | 636,236 | 0 | 199,769 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 14,220 | 1,149,532 | SH | SOLE | 1,083,720 | 0 | 65,812 | ||
| Molina Healthcare Inc | COM | 60855R100 | 3,264 | 23,364 | SH | SOLE | 17,835 | 0 | 5,529 | ||
| Murphy USA Inc. | COM | 626755102 | 19,447 | 230,522 | SH | SOLE | 198,959 | 0 | 31,563 | ||
| NIC Inc | COM | 62914B100 | 3,096 | 134,610 | SH | SOLE | 125,411 | 0 | 9,199 | ||
| Ovintiv Inc | COM | 69047Q102 | 3,201 | 1,185,555 | SH | SOLE | 1,031,138 | 0 | 154,417 | ||
| Polaris Inc. | COM | 731068102 | 18,883 | 392,180 | SH | SOLE | 339,931 | 0 | 52,249 | ||
| Sanderson Farms Inc. | COM | 800013104 | 17,378 | 140,920 | SH | SOLE | 131,094 | 0 | 9,826 | ||
| SEI Investments Co | COM | 784117103 | 7,260 | 156,668 | SH | SOLE | 119,514 | 0 | 37,154 | ||
| ServiceMaster Global Holdings | COM | 81761R109 | 7,884 | 292,011 | SH | SOLE | 251,518 | 0 | 40,493 | ||
| Stepan Co | COM | 858586100 | 16,457 | 186,039 | SH | SOLE | 173,311 | 0 | 12,728 | ||
| Thor Industries Inc. | COM | 885160101 | 26,397 | 625,829 | SH | SOLE | 538,154 | 0 | 87,675 | ||
| Timken Co. | COM | 887389104 | 41,629 | 1,287,218 | SH | SOLE | 1,124,940 | 0 | 162,278 | ||
| Trinity Industries Inc. | COM | 896522109 | 28,975 | 1,803,068 | SH | SOLE | 1,556,630 | 0 | 246,438 | ||
| Watsco Inc | COM | 942622200 | 8,402 | 53,165 | SH | SOLE | 40,455 | 0 | 12,710 | ||
| Western Union Co. | COM | 959802109 | 13,751 | 758,466 | SH | SOLE | 612,986 | 0 | 145,480 | ||
| WestRock Co | COM | 96145D105 | 13,979 | 494,662 | SH | SOLE | 375,577 | 0 | 119,085 | ||