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
Aerojet Rocketdyne Holdings COM 007800105 70,890 1,341,335 SH   SOLE   982,047 0 359,288
Aerojet Rocketdyne Holdings COM 007800105 1,692 32,020 SH   OTR 4 32,020 0 0
Amdocs LTD COM G02602103 62,157 876,317 SH   SOLE   563,618 0 312,699
Amerisafe Inc. COM 03071H100 14,166 246,674 SH   SOLE   195,745 0 50,929
Amerisafe Inc. COM 03071H100 657 11,444 SH   OTR 4 11,444 0 0
AMN Healthcare Services COM 001744101 22,669 332,150 SH   SOLE   256,215 0 75,935
AMN Healthcare Services COM 001744101 1,004 14,715 SH   OTR 4 14,715 0 0
Ares Capital Corp. COM 04010L103 16,955 1,003,870 SH   SOLE   780,682 0 223,188
Ares Capital Corp. COM 04010L103 735 43,501 SH   OTR 4 43,501 0 0
AutoZone Inc. COM 053332102 142,158 119,920 SH   SOLE   87,420 0 32,500
Avantor Inc. COM 05352A100 61,639 2,189,658 SH   SOLE   1,713,358 0 476,300
Bristol-Myers Squibb Co. COM 110122108 446 7,189 SH   SOLE   7,189 0 0
Brookfield Asset Mgmt Inc. Cla COM 112585104 61,784 1,497,065 SH   SOLE   1,099,715 0 397,350
Brookfield Infrast Partners LP COM G16252101 255 5,167 SH   SOLE   5,167 0 0
CGI Inc. COM 12532H104 86,177 1,086,578 SH   SOLE   777,600 0 308,978
Discovery Inc Cl C COM 25470F302 5,679 216,851 SH   SOLE   216,851 0 0
Discovery Inc. Cl A COM 25470F104 105,370 3,501,827 SH   SOLE   2,442,192 0 1,059,635
Element Solutions Inc. COM 28618M106 31,320 1,766,520 SH   SOLE   1,362,975 0 403,545
Element Solutions Inc. COM 28618M106 1,401 78,993 SH   OTR 4 78,993 0 0
EnerSys Inc. COM 29275Y102 67,877 817,208 SH   SOLE   583,883 0 233,325
EnerSys Inc. COM 29275Y102 1,660 19,981 SH   OTR 4 19,981 0 0
Evoqua Water Technologies Corp COM 30057T105 99,656 3,693,711 SH   SOLE   2,724,911 0 968,800
Evoqua Water Technologies Corp COM 30057T105 2,413 89,442 SH   OTR 4 89,442 0 0
Extended Stay America Inc. COM 30224P200 29,501 1,991,955 SH   SOLE   1,536,985 0 454,970
Extended Stay America Inc. COM 30224P200 1,135 76,615 SH   OTR 4 76,615 0 0
FedEx Corp. COM 31428X106 84,480 325,399 SH   SOLE   241,499 0 83,900
First Horizon Corp. COM 320517105 258 20,217 SH   SOLE   20,217 0 0
FirstCash Inc. COM 33767D105 20,580 293,827 SH   SOLE   222,292 0 71,535
FirstCash Inc. COM 33767D105 914 13,054 SH   OTR 4 13,054 0 0
Fiserv Inc. COM 337738108 95,145 835,635 SH   SOLE   609,505 0 226,130
Flowserve Corp. COM 34354P105 10,295 279,383 SH   SOLE   181,583 0 97,800
FMC Corp. COM 302491303 105,139 914,810 SH   SOLE   647,010 0 267,800
Hanesbrands Inc. COM 410345102 59,091 4,052,915 SH   SOLE   2,845,715 0 1,207,200
Howard Hughes Corp. COM 44267D107 78,305 992,078 SH   SOLE   711,933 0 280,145
Howard Hughes Corp. COM 44267D107 1,063 13,463 SH   OTR 4 13,463 0 0
Kemper Corp. COM 488401100 22,615 294,351 SH   SOLE   232,216 0 62,135
Kemper Corp. COM 488401100 978 12,729 SH   OTR 4 12,729 0 0
Liberty SiriusXM Group COM 531229607 43,332 995,912 SH   SOLE   610,941 0 384,971
LKQ Corp. COM 501889208 62,745 1,780,504 SH   SOLE   1,185,004 0 595,500
Marriott Vacations Worldwide C COM 57164Y107 26,634 194,096 SH   SOLE   149,850 0 44,246
Marriott Vacations Worldwide C COM 57164Y107 1,189 8,663 SH   OTR 4 8,663 0 0
MSC Industrial Direct Co-A COM 553530106 107,656 1,275,698 SH   SOLE   922,332 0 353,366
MSC Industrial Direct Co-A COM 553530106 1,278 15,144 SH   OTR 4 15,144 0 0
NV5 Global Inc. COM 62945V109 34,712 440,616 SH   SOLE   339,226 0 101,390
NV5 Global Inc. COM 62945V109 1,568 19,902 SH   OTR 4 19,902 0 0
OneSpaWorld Holdings Ltd COM P73684113 38,169 3,764,170 SH   SOLE   3,020,230 0 743,940
OneSpaWorld Holdings Ltd COM P73684113 1,484 146,310 SH   OTR 4 146,310 0 0
Open Text Corp. COM 683715106 146,230 3,216,667 SH   SOLE   2,245,667 0 971,000
Perspecta Inc. COM 715347100 23,410 972,168 SH   SOLE   753,993 0 218,175
Perspecta Inc. COM 715347100 1,067 44,291 SH   OTR 4 44,291 0 0
Rush Enterprises Inc. Class A COM 781846209 27,309 659,320 SH   SOLE   509,860 0 149,460
Rush Enterprises Inc. Class A COM 781846209 1,238 29,897 SH   OTR 4 29,897 0 0
Service Corp. International COM 817565104 13,668 278,380 SH   SOLE   278,380 0 0
Sirius XM Holdings Inc. COM 82968B103 25,838 4,056,159 SH   SOLE   4,056,159 0 0
SS&C Technologies Hldgs COM 78467J100 39,878 548,151 SH   SOLE   373,421 0 174,730
Stanley Black & Decker COM 854502101 63,712 356,808 SH   SOLE   251,108 0 105,700
TEGNA Inc. COM 87901J105 124,113 8,897,024 SH   SOLE   6,438,479 0 2,458,545
TEGNA Inc. COM 87901J105 1,317 94,404 SH   OTR 4 94,404 0 0
Thermo Fisher Scientific Inc. COM 883556102 121,958 261,835 SH   SOLE   197,035 0 64,800
Thermon Group Holding Inc. COM 88362T103 12,745 815,404 SH   SOLE   638,539 0 176,865
Thermon Group Holding Inc. COM 88362T103 549 35,107 SH   OTR 4 35,107 0 0
UniFirst Corp. COM 904708104 20,714 97,851 SH   SOLE   75,483 0 22,368
UniFirst Corp. COM 904708104 937 4,426 SH   OTR 4 4,426 0 0
Upland Software Inc. COM 91544A109 26,637 580,460 SH   SOLE   439,445 0 141,015
Upland Software Inc. COM 91544A109 1,081 23,567 SH   OTR 4 23,567 0 0
Vertiv Holdings LLC COM 92537N108 165,082 8,842,087 SH   SOLE   5,942,587 0 2,899,500
Vertiv Holdings LLC COM 92537N108 2,122 113,639 SH   OTR 4 113,639 0 0
Viasat Inc. COM 92552V100 71,853 2,200,702 SH   SOLE   1,449,307 0 751,395
Viasat Inc. COM 92552V100 1,032 31,614 SH   OTR 4 31,614 0 0
Wesco Intl Inc. COM 95082P105 37,909 482,918 SH   SOLE   372,588 0 110,330
Wesco Intl Inc. COM 95082P105 1,697 21,612 SH   OTR 4 21,612 0 0
Willis Towers Watson PLC COM G96629103 39,097 185,575 SH   SOLE   146,475 0 39,100
WW International Inc. COM 98262P101 41,165 1,687,102 SH   SOLE   1,206,280 0 480,822
WW International Inc. COM 98262P101 923 37,826 SH   OTR 4 37,826 0 0
Xylem Inc. COM 98419M100 12,086 118,730 SH   SOLE   118,730 0 0
Zebra Technologies Corp. Cl A COM 989207105 276,549 719,561 SH   SOLE   532,481 0 187,080
Zebra Technologies Corp. Cl A COM 989207105 2,617 6,810 SH   OTR 4 6,810 0 0
iShares - Barclays 1-3 Yr US T MF 464287457 858 9,935 SH   SOLE   9,935 0 0
iShares Short-Term Corporate B MF 464288646 2,909 52,725 SH   SOLE   52,725 0 0
SPDR Bloomberg Barclays High Y MF 78468R622 487 4,466 SH   SOLE   4,466 0 0
Virtus Investment Partners Inc MF 92837F599 144 11,998 SH   SOLE   11,998 0 0
iShares - Dow Jones Select Div MF 464287168 1,722 17,900 SH   SOLE   17,900 0 0
iShares - Russell 2000 MF 464287655 1,902 9,700 SH   SOLE   9,700 0 0
iShares - Russell 2000 Value MF 464287630 7,997 60,700 SH   SOLE   965 0 59,735
iShares - Russell 3000 MF 464287689 5,735 25,655 SH   SOLE   110 0 25,545
iShares - Russell Mid Cap MF 464287499 1,760 25,675 SH   SOLE   25,675 0 0