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
Aegion Corp. COM 00770F104 11,341 714,628 SH   SOLE   661,043 0 53,585
AGCO Corp. COM 001084102 42,544 767,120 SH   SOLE   657,172 0 109,948
Belden Inc COM 077454106 19,833 609,302 SH   SOLE   564,872 0 44,430
Brink's Co. COM 109696104 50,253 1,104,216 SH   SOLE   944,854 0 159,362
Broadridge Financial Solutions COM 11133T103 23,890 189,319 SH   SOLE   162,956 0 26,363
Centene Corp. COM 15135B101 20,203 317,912 SH   SOLE   245,105 0 72,807
Clean Harbors Inc. COM 184496107 31,233 520,728 SH   SOLE   448,476 0 72,252
Crane Co COM 224399105 30,304 509,648 SH   SOLE   423,339 0 86,309
Darling Ingredients Inc. COM 237266101 56,769 2,305,817 SH   SOLE   1,966,062 0 339,755
Dorman Products Inc COM 258278100 4,942 73,683 SH   SOLE   68,261 0 5,422
Dycom Industries Inc COM 267475101 51,218 1,252,585 SH   SOLE   1,070,103 0 182,482
Enerpac Tool Group COM 292765104 14,374 816,698 SH   SOLE   755,353 0 61,345
Extended Stay America, Inc. COM 30224P200 44,435 3,970,958 SH   SOLE   3,396,746 0 574,212
First Horizon National Corp COM 320517105 7,534 756,468 SH   SOLE   508,445 0 248,023
Frontdoor Inc COM 35905A109 2,555 57,645 SH   SOLE   53,401 0 4,244
Hanesbrands Inc. COM 410345102 9,184 813,460 SH   SOLE   543,319 0 270,141
Hill-Rom Holdings Inc. COM 431475102 19,315 175,941 SH   SOLE   162,797 0 13,144
IDEX Corp. COM 45167R104 7,877 49,844 SH   SOLE   33,176 0 16,668
Ingevity Corp COM 45688C107 2,569 48,862 SH   SOLE   45,234 0 3,628
Knowles Corporation COM 49926D109 9,269 607,429 SH   SOLE   407,660 0 199,769
Koppers Holdings Inc. COM 50060P106 20,259 1,075,304 SH   SOLE   1,009,595 0 65,709
Molina Healthcare Inc COM 60855R100 2,987 16,785 SH   SOLE   11,256 0 5,529
Murphy USA Inc. COM 626755102 22,325 198,290 SH   SOLE   166,719 0 31,571
NIC Inc COM 62914B100 1,338 58,258 SH   SOLE   54,009 0 4,249
Ovintiv Inc COM 69047Q102 9,692 1,014,857 SH   SOLE   861,531 0 153,326
Polaris Inc. COM 731068102 27,949 301,988 SH   SOLE   253,056 0 48,932
Sanderson Farms Inc. COM 800013104 13,437 115,942 SH   SOLE   107,522 0 8,420
SEI Investments Co COM 784117103 6,440 117,134 SH   SOLE   78,563 0 38,571
ServiceMaster Global Holdings COM 81761R109 18,226 510,667 SH   SOLE   430,732 0 79,935
Stepan Co COM 858586100 17,095 176,052 SH   SOLE   163,342 0 12,710
Thor Industries Inc. COM 885160101 34,134 320,414 SH   SOLE   266,059 0 54,355
Timken Co. COM 887389104 46,076 1,012,884 SH   SOLE   866,390 0 146,494
Tractor Supply Co. COM 892356106 264 2,000 SH   SOLE   2,000 0 0
Trinity Industries Inc. COM 896522109 31,586 1,483,623 SH   SOLE   1,239,134 0 244,489
Watsco Inc COM 942622200 6,883 38,734 SH   SOLE   26,141 0 12,593
Western Union Co. COM 959802109 12,020 555,953 SH   SOLE   419,763 0 136,190
WestRock Co COM 96145D105 10,357 366,499 SH   SOLE   244,758 0 121,741