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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aegion Corp. COM 00770F104 8,587 607,707 SH   SOLE   562,330 0 45,377
AGCO Corp. COM 001084102 45,923 618,331 SH   SOLE   525,536 0 92,795
Belden Inc COM 077454106 18,718 601,471 SH   SOLE   557,157 0 44,314
Broadridge Financial Solutions COM 11133T103 22,956 173,912 SH   SOLE   147,549 0 26,363
Centene Corp. COM 15135B101 17,822 305,535 SH   SOLE   229,264 0 76,271
Clean Harbors Inc. COM 184496107 31,303 558,690 SH   SOLE   473,685 0 85,005
Crane Co COM 224399105 29,090 580,296 SH   SOLE   473,723 0 106,573
Darling Ingredients Inc. COM 237266101 61,883 1,717,541 SH   SOLE   1,450,113 0 267,428
Dorman Products Inc COM 258278100 6,654 73,620 SH   SOLE   68,212 0 5,408
Dycom Industries Inc COM 267475101 53,008 1,003,560 SH   SOLE   848,080 0 155,480
Enerpac Tool Group COM 292765104 14,891 791,642 SH   SOLE   730,468 0 61,174
Extended Stay America, Inc. COM 30224P200 46,977 3,931,151 SH   SOLE   3,322,713 0 608,438
First Horizon National Corp COM 320517105 6,636 703,685 SH   SOLE   428,715 0 274,970
Frontdoor Inc COM 35905A109 8,029 206,348 SH   SOLE   190,524 0 15,824
Hanesbrands Inc. COM 410345102 10,159 645,024 SH   SOLE   389,845 0 255,179
Hill-Rom Holdings Inc. COM 431475102 16,210 194,113 SH   SOLE   179,248 0 14,865
IDEX Corp. COM 45167R104 7,001 38,378 SH   SOLE   23,303 0 15,075
Ingevity Corp COM 45688C107 13,590 274,871 SH   SOLE   253,775 0 21,096
Knowles Corporation COM 49926D109 7,617 511,208 SH   SOLE   311,439 0 199,769
Koppers Holdings Inc. COM 50060P106 18,204 870,568 SH   SOLE   817,499 0 53,069
MGP Ingredients Inc COM 55303J106 969 24,388 SH   SOLE   22,501 0 1,887
Molina Healthcare Inc COM 60855R100 6,521 35,624 SH   SOLE   21,533 0 14,091
Murphy USA Inc. COM 626755102 22,093 172,242 SH   SOLE   143,312 0 28,930
NIC Inc COM 62914B100 1,146 58,153 SH   SOLE   53,916 0 4,237
Ovintiv Inc COM 69047Q102 5,344 654,958 SH   SOLE   551,589 0 103,369
Polaris Inc. COM 731068102 31,020 328,814 SH   SOLE   270,925 0 57,889
Sanderson Farms Inc. COM 800013104 18,810 159,445 SH   SOLE   147,254 0 12,191
SEI Investments Co COM 784117103 6,954 137,110 SH   SOLE   81,789 0 55,321
ServiceMaster Global Holdings COM 81761R109 25,375 636,295 SH   SOLE   519,681 0 116,614
Stepan Co COM 858586100 18,785 172,344 SH   SOLE   159,665 0 12,679
The Brink's Co. COM 109696104 53,207 1,294,892 SH   SOLE   1,092,449 0 202,443
Thor Industries Inc. COM 885160101 27,698 290,758 SH   SOLE   237,969 0 52,789
Timken Co. COM 887389104 45,411 837,537 SH   SOLE   706,764 0 130,773
Tractor Supply Co. COM 892356106 287 2,000 SH   SOLE   2,000 0 0
Trinity Industries Inc. COM 896522109 26,933 1,381,203 SH   SOLE   1,136,919 0 244,284
Univar Solutions USA Inc. COM 91336L107 1,254 74,300 SH   SOLE   44,898 0 29,402
Watsco Inc COM 942622200 7,724 33,165 SH   SOLE   20,572 0 12,593
Western Union Co. COM 959802109 10,625 495,819 SH   SOLE   359,629 0 136,190
WestRock Co COM 96145D105 8,139 234,293 SH   SOLE   141,863 0 92,430