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
Agilysys Inc COM 00847J105 12,738 527,246 SH   SOLE   495,011 0 32,235
Amalgamated Bank COM 022663108 11,618 1,098,081 SH   SOLE   1,031,239 0 66,842
American Assets Trust Inc COM 024013104 15,711 652,160 SH   SOLE   612,271 0 39,889
American Financial Group Inc COM 025932104 54,358 811,555 SH   SOLE   806,611 0 4,944
American International Group Inc COM 026874784 6,071 220,540 SH   SOLE   220,540 0 0
American Water Works Co Inc COM 030420103 24,828 171,366 SH   SOLE   170,345 0 1,021
Ametek Inc COM 031100100 12,880 129,580 SH   SOLE   129,580 0 0
Applied Industrial Technologies Inc COM 03820C105 48,188 874,558 SH   SOLE   849,255 0 25,303
Arcosa Inc COM 039653100 21,568 489,190 SH   SOLE   459,208 0 29,982
Associated Banc Corp COM 045487105 51,828 4,106,850 SH   SOLE   3,975,740 0 131,110
Atmos Energy Corp COM 049560105 17,770 185,903 SH   SOLE   185,903 0 0
Avantor Inc COM 05352A100 13,368 594,378 SH   SOLE   594,378 0 0
BancorpSouth Bank COM 05971J102 54,620 2,818,357 SH   SOLE   2,727,784 0 90,573
BankUnited Inc COM 06652K103 64,672 2,951,708 SH   SOLE   2,858,414 0 93,294
Bio-Rad Laboratories Inc COM 090572207 38,340 74,381 SH   SOLE   73,871 0 510
Black Hills Corp COM 092113109 46,029 860,519 SH   SOLE   834,330 0 26,189
Booking Holdings Inc COM 09857L108 3,204 1,873 SH   SOLE   1,873 0 0
Brightcove Inc COM 10921T101 16,606 1,621,714 SH   SOLE   1,522,342 0 99,372
Broadcom Inc COM 11135F101 6,175 16,949 SH   SOLE   16,949 0 0
Canadian National Railway Co COM 136375102 4,558 42,817 SH   SOLE   42,817 0 0
Capitol Federal Financial Inc COM 14057J101 26,192 2,826,943 SH   SOLE   2,653,913 0 173,030
Carlisle Cos Inc COM 142339100 43,197 353,002 SH   SOLE   350,549 0 2,453
ChampionX Corp COM 15872M104 27,302 3,416,977 SH   SOLE   3,321,570 0 95,407
Churchill Capital Corp III COM 17144C104 25,267 2,465,075 SH   SOLE   2,451,230 0 13,845
Cigna Corp COM 125523100 34 200 SH   SOLE   200 0 0
Clarivate PLC COM G21810109 48,260 1,557,278 SH   SOLE   1,548,745 0 8,533
Clean Harbors Inc COM 184496107 51,329 916,098 SH   SOLE   883,601 0 32,497
Clearwater Paper Corp COM 18538R103 6,607 174,142 SH   SOLE   164,895 0 9,247
Corporate Office Properties Trust COM 22002T108 41,830 1,763,492 SH   SOLE   1,697,742 0 65,750
Cousins Properties Inc COM 222795502 29,267 1,023,697 SH   SOLE   1,017,373 0 6,324
Cree Inc COM 225447101 18,974 297,679 SH   SOLE   294,814 0 2,865
Danaher Corp COM 235851102 9,290 43,141 SH   SOLE   43,141 0 0
Dover Corp COM 260003108 18,682 172,440 SH   SOLE   172,440 0 0
Envestnet Inc COM 29404K106 22,861 296,274 SH   SOLE   278,123 0 18,151
Envista Holdings Corp COM 29415F104 90,367 3,661,568 SH   SOLE   3,577,678 0 83,890
Equinix Inc COM 29444U700 19,717 25,939 SH   SOLE   25,939 0 0
Equity Commonwealth COM 294628102 17,668 663,474 SH   SOLE   659,298 0 4,176
Fair Isaac Corp COM 303250104 1,425 3,351 SH   SOLE   3,351 0 0
G-III Apparel Group Ltd COM 36237H101 55,636 4,243,788 SH   SOLE   4,092,368 0 151,420
GCP Applied Technologies Inc COM 36164Y101 33,825 1,614,559 SH   SOLE   1,545,121 0 69,438
Hancock Whitney COM 410120109 16,480 876,142 SH   SOLE   822,580 0 53,562
IHS Markit Ltd COM G47567105 5,593 71,241 SH   SOLE   71,241 0 0
International Business Machines Corp COM 459200101 8 65 SH   SOLE   65 0 0
Investors Bancorp Inc COM 46146L101 54,192 7,464,440 SH   SOLE   7,201,732 0 262,708
JELD-WEN Holding Inc COM 47580P103 18,340 811,515 SH   SOLE   761,821 0 49,694
JPMorgan Chase & Co COM 46625H100 9,232 95,900 SH   SOLE   95,900 0 0
James River Group Holdings Ltd COM G5005R107 18,381 412,770 SH   SOLE   387,470 0 25,300
Jamf Holding Corp COM 47074L105 1,390 36,953 SH   SOLE   36,953 0 0
Johnson & Johnson COM 478160104 4,014 26,960 SH   SOLE   26,960 0 0
Kaman Corp COM 483548103 44,679 1,146,504 SH   SOLE   1,109,363 0 37,141
Kirby Corp COM 497266106 25,918 716,552 SH   SOLE   684,605 0 31,947
LKQ Corp COM 501889208 63,123 2,276,352 SH   SOLE   2,263,230 0 13,122
Microchip Technology Inc COM 595017104 15,834 154,087 SH   SOLE   154,087 0 0
Microsoft Corp COM 594918104 6,658 31,653 SH   SOLE   31,653 0 0
Moelis & Co COM 60786M105 34,446 980,247 SH   SOLE   942,526 0 37,721
Morningstar Inc COM 617700109 13,951 86,862 SH   SOLE   86,862 0 0
Mueller Water Products Inc COM 624758108 31,294 3,011,962 SH   SOLE   2,830,298 0 181,664
NextEra Energy Inc COM 65339F101 9,678 34,868 SH   SOLE   34,868 0 0
NiSource Inc COM 65473P105 40,864 1,857,434 SH   SOLE   1,845,736 0 11,698
Nomad Foods Ltd COM G6564A105 85,962 3,373,722 SH   SOLE   3,301,792 0 71,930
Otis Worldwide Corp COM 68902V107 26,215 419,978 SH   SOLE   419,978 0 0
PAE Inc COM 69290Y109 31,724 3,732,188 SH   SOLE   3,530,905 0 201,283
PTC Inc COM 69370C100 44,149 533,718 SH   SOLE   530,785 0 2,933
Parsley Energy Inc COM 701877102 13,269 1,417,644 SH   SOLE   1,408,168 0 9,476
Primo Water Corp COM 74167P108 84,900 5,978,891 SH   SOLE   5,763,982 0 214,909
RH COM 74967X103 27,415 71,651 SH   SOLE   71,039 0 612
RPM International Inc COM 749685103 57,146 689,838 SH   SOLE   685,513 0 4,325
Regal Beloit Corp COM 758750103 42,593 453,743 SH   SOLE   451,813 0 1,930
Regis Corp COM 758932107 32,744 5,332,970 SH   SOLE   5,030,232 0 302,738
Rogers Corp COM 775133101 10,711 109,224 SH   SOLE   102,529 0 6,695
SJW Group COM 784305104 12,815 210,560 SH   SOLE   197,660 0 12,900
SPX Corp COM 784635104 38,815 836,885 SH   SOLE   785,662 0 51,223
ServiceMaster Global Holdings Inc COM 81761R109 47,903 1,201,186 SH   SOLE   1,193,989 0 7,197
Skyline Champion Corp COM 830830105 18,893 705,737 SH   SOLE   681,538 0 24,199
Southwest Gas Holdings Inc COM 844895102 15,383 243,795 SH   SOLE   228,881 0 14,914
State Street Corp COM 857477103 15,835 266,901 SH   SOLE   266,901 0 0
Stewart Information Services Corp COM 860372101 15,480 353,999 SH   SOLE   334,868 0 19,131
Sunrun Inc COM 86771W105 23,890 309,980 SH   SOLE   307,042 0 2,938
TFS Financial Corp COM 87240R107 17,901 1,218,555 SH   SOLE   1,204,637 0 13,918
Teledyne Technologies Inc COM 879360105 19,960 64,344 SH   SOLE   63,912 0 432
Tenable Holdings Inc COM 88025T102 34,735 920,135 SH   SOLE   915,397 0 4,738
TreeHouse Foods Inc COM 89469A104 18,754 462,724 SH   SOLE   459,623 0 3,101
TriNet Group Inc COM 896288107 13,750 231,796 SH   SOLE   230,226 0 1,570
Tufin Software Technologies Ltd COM M8893U102 10,315 1,250,299 SH   SOLE   1,174,483 0 75,816
Valmont Industries Inc COM 920253101 90,900 732,001 SH   SOLE   712,090 0 19,911
ViacomCBS Inc COM 92556H206 7 258 SH   SOLE   0 0 258
Vonage Holdings Corp COM 92886T201 24,694 2,413,918 SH   SOLE   2,284,858 0 129,060
Vulcan Materials Co COM 929160109 8,769 64,699 SH   SOLE   64,699 0 0
WR Berkley Corp COM 084423102 30,276 495,104 SH   SOLE   492,411 0 2,693
Walt Disney Company COM 254687106 859 6,919 SH   SOLE   6,919 0 0
elf Beauty Inc COM 26856L103 31,094 1,692,677 SH   SOLE   1,620,540 0 72,137