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 53,155 1,332,535 SH   SOLE   973,247 0 359,288
Aerojet Rocketdyne Holdings COM 007800105 1,483 37,177 SH   OTR 4 37,177 0 0
Amdocs LTD COM G02602103 43,954 765,623 SH   SOLE   498,223 0 267,400
Amerisafe Inc. COM 03071H100 13,914 242,574 SH   SOLE   191,645 0 50,929
Amerisafe Inc. COM 03071H100 797 13,902 SH   OTR 4 13,902 0 0
AMN Healthcare Services COM 001744101 13,718 234,650 SH   SOLE   180,265 0 54,385
AMN Healthcare Services COM 001744101 708 12,119 SH   OTR 4 12,119 0 0
Ares Capital Corp. COM 04010L103 13,796 988,945 SH   SOLE   765,757 0 223,188
Ares Capital Corp. COM 04010L103 639 45,789 SH   OTR 4 45,789 0 0
AutoZone Inc. COM 053332102 145,309 123,390 SH   SOLE   90,890 0 32,500
Avantor Inc. COM 05352A100 49,944 2,220,703 SH   SOLE   1,744,403 0 476,300
Bristol-Myers Squibb Co. COM 110122108 433 7,189 SH   SOLE   7,189 0 0
Brookfield Asset Mgmt Inc. Cla COM 112585104 48,007 1,452,130 SH   SOLE   1,054,780 0 397,350
Brookfield Infrast Partners LP COM G16252101 246 5,167 SH   SOLE   5,167 0 0
Cardtronics PLC Cl A COM G1991C105 14,235 718,916 SH   SOLE   554,986 0 163,930
Cardtronics PLC Cl A COM G1991C105 741 37,424 SH   OTR 4 37,424 0 0
CGI Inc. COM 12532H104 73,886 1,090,245 SH   SOLE   786,145 0 304,100
Discovery Inc Cl C COM 25470F302 4,252 216,951 SH   SOLE   216,951 0 0
Discovery Inc. Cl A COM 25470F104 78,593 3,610,162 SH   SOLE   2,550,527 0 1,059,635
Dish Network Corp. Class A COM 25470M109 37,248 1,283,099 SH   SOLE   959,199 0 323,900
Dorman Products Inc. COM 258278100 22,525 249,231 SH   SOLE   191,191 0 58,040
Dorman Products Inc. COM 258278100 1,198 13,253 SH   OTR 4 13,253 0 0
Element Solutions Inc. COM 28618M106 18,284 1,739,660 SH   SOLE   1,336,115 0 403,545
Element Solutions Inc. COM 28618M106 954 90,801 SH   OTR 4 90,801 0 0
Enersys Inc. COM 29275Y102 56,243 837,948 SH   SOLE   604,623 0 233,325
Enersys Inc. COM 29275Y102 1,549 23,085 SH   OTR 4 23,085 0 0
Evoqua Water Technologies Corp COM 30057T105 77,892 3,670,711 SH   SOLE   2,701,911 0 968,800
Evoqua Water Technologies Corp COM 30057T105 1,947 91,748 SH   OTR 4 91,748 0 0
Extended Stay America Inc. COM 30224P200 11,661 975,805 SH   SOLE   737,585 0 238,220
Extended Stay America Inc. COM 30224P200 582 48,724 SH   OTR 4 48,724 0 0
FedEx Corp. COM 31428X106 79,220 314,964 SH   SOLE   231,064 0 83,900
First Horizon Natl Corp COM 320517105 191 20,217 SH   SOLE   20,217 0 0
FirstCash Inc. COM 33767D105 16,560 289,452 SH   SOLE   217,917 0 71,535
FirstCash Inc. COM 33767D105 876 15,307 SH   OTR 4 15,307 0 0
Fiserv Inc. COM 337738108 84,341 818,450 SH   SOLE   592,320 0 226,130
Flowserve Corp. COM 34354P105 7,649 280,283 SH   SOLE   182,483 0 97,800
FMC Corp. COM 302491303 100,170 945,805 SH   SOLE   678,005 0 267,800
Hanesbrands Inc. COM 410345102 66,120 4,198,085 SH   SOLE   2,990,885 0 1,207,200
Howard Hughes Corp. COM 44267D107 60,130 1,043,928 SH   SOLE   763,783 0 280,145
Howard Hughes Corp. COM 44267D107 884 15,353 SH   OTR 4 15,353 0 0
Kemper Corp. COM 488401100 19,402 290,316 SH   SOLE   228,181 0 62,135
Kemper Corp. COM 488401100 996 14,910 SH   OTR 4 14,910 0 0
Liberty SiriusXM Group COM 531229607 35,364 1,069,043 SH   SOLE   684,072 0 384,971
LKQ Corp. COM 501889208 51,394 1,853,374 SH   SOLE   1,257,874 0 595,500
Marriott Vacations Worldwide C COM 57164Y107 20,393 224,571 SH   SOLE   172,475 0 52,096
Marriott Vacations Worldwide C COM 57164Y107 1,086 11,958 SH   OTR 4 11,958 0 0
MSC Industrial Direct Co-A COM 553530106 82,404 1,302,213 SH   SOLE   948,847 0 353,366
MSC Industrial Direct Co-A COM 553530106 1,117 17,645 SH   OTR 4 17,645 0 0
Nielsen Holdings PLC COM G6518L108 39,850 2,810,271 SH   SOLE   1,855,571 0 954,700
NV5 Global Inc. COM 62945V109 22,896 433,891 SH   SOLE   332,501 0 101,390
NV5 Global Inc. COM 62945V109 1,213 22,985 SH   OTR 4 22,985 0 0
OneSpaWorld Holdings Ltd COM P73684113 24,142 3,714,130 SH   SOLE   2,970,190 0 743,940
OneSpaWorld Holdings Ltd COM P73684113 1,082 166,444 SH   OTR 4 166,444 0 0
Open Text Corp. COM 683715106 140,142 3,317,767 SH   SOLE   2,346,767 0 971,000
Perspecta Inc. COM 715347100 18,618 957,238 SH   SOLE   739,063 0 218,175
Perspecta Inc. COM 715347100 997 51,271 SH   OTR 4 51,271 0 0
Rush Enterprises Inc. Class A COM 781846209 21,880 432,927 SH   SOLE   333,287 0 99,640
Rush Enterprises Inc. Class A COM 781846209 1,184 23,426 SH   OTR 4 23,426 0 0
Service Corp. International COM 817565104 12,356 292,940 SH   SOLE   292,940 0 0
Sirius XM Holdings Inc. COM 82968B103 21,652 4,039,559 SH   SOLE   4,039,559 0 0
SS&C Technologies Hldgs COM 78467J100 29,427 486,241 SH   SOLE   311,511 0 174,730
Stanley Black & Decker COM 854502101 60,810 374,908 SH   SOLE   269,208 0 105,700
TEGNA Inc. COM 87901J105 90,012 7,660,635 SH   SOLE   5,649,550 0 2,011,085
TEGNA Inc. COM 87901J105 1,262 107,376 SH   OTR 4 107,376 0 0
Thermo Fisher Scientific Inc. COM 883556102 119,104 269,760 SH   SOLE   204,960 0 64,800
Thermon Group Holding Inc. COM 88362T103 9,016 802,814 SH   SOLE   625,949 0 176,865
Thermon Group Holding Inc. COM 88362T103 457 40,708 SH   OTR 4 40,708 0 0
UniFirst Corp. COM 904708104 18,249 96,366 SH   SOLE   73,998 0 22,368
UniFirst Corp. COM 904708104 976 5,154 SH   OTR 4 5,154 0 0
Upland Software Inc. COM 91544A109 21,558 571,820 SH   SOLE   430,805 0 141,015
Upland Software Inc. COM 91544A109 944 25,042 SH   OTR 4 25,042 0 0
Vertiv Holdings LLC COM 92537N108 158,007 9,122,812 SH   SOLE   6,223,312 0 2,899,500
Vertiv Holdings LLC COM 92537N108 2,275 131,336 SH   OTR 4 131,336 0 0
ViaSat Inc. COM 92552V100 86,837 2,525,060 SH   SOLE   1,773,665 0 751,395
ViaSat Inc. COM 92552V100 1,238 36,008 SH   OTR 4 36,008 0 0
Wesco Intl Inc. COM 95082P105 20,935 475,568 SH   SOLE   365,238 0 110,330
Wesco Intl Inc. COM 95082P105 1,093 24,828 SH   OTR 4 24,828 0 0
Willis Towers Watson PLC COM G96629103 40,196 192,489 SH   SOLE   153,389 0 39,100
WW International Inc. COM 98262P101 17,144 908,525 SH   SOLE   695,475 0 213,050
WW International Inc. COM 98262P101 903 47,843 SH   OTR 4 47,843 0 0
Xylem Inc. COM 98419M100 30,780 365,900 SH   SOLE   300,600 0 65,300
Zebra Technologies Corp. Cl A COM 989207105 185,854 736,171 SH   SOLE   549,091 0 187,080
Zebra Technologies Corp. Cl A COM 989207105 1,985 7,863 SH   OTR 4 7,863 0 0
iShares - Barclays 1-3 Yr US T MF 464287457 859 9,935 SH   SOLE   9,935 0 0
iShares Short-Term Corporate B MF 464288646 2,895 52,725 SH   SOLE   52,725 0 0
SPDR Bloomberg Barclays High Y MF 78468R622 466 4,466 SH   SOLE   4,466 0 0
Virtus Investment Partners Inc MF 92837F599 145 11,998 SH   SOLE   11,998 0 0
iShares - Dow Jones Select Div MF 464287168 1,460 17,900 SH   SOLE   17,900 0 0
iShares - Russell 2000 MF 464287655 1,108 7,400 SH   SOLE   7,400 0 0
iShares - Russell 3000 MF 464287689 4,999 25,545 SH   SOLE   0 0 25,545
iShares - Russell Mid Cap MF 464287499 819 14,270 SH   SOLE   14,270 0 0