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 12,191 641,969 SH   SOLE   595,053 0 46,916
AGCO Corp. COM 001084102 46,408 450,166 SH   SOLE   363,713 0 86,453
Armstrong World Industries Inc COM 04247X102 9,079 122,048 SH   SOLE   64,214 0 57,834
Belden Inc COM 077454106 23,087 551,010 SH   SOLE   508,756 0 42,254
Broadridge Financial Solutions COM 11133T103 17,268 112,717 SH   SOLE   86,651 0 26,066
Centene Corp. COM 15135B101 8,430 140,436 SH   SOLE   74,428 0 66,008
Clean Harbors Inc. COM 184496107 38,263 502,805 SH   SOLE   407,625 0 95,180
Crane Co COM 224399105 50,131 645,521 SH   SOLE   520,669 0 124,852
Darling Ingredients Inc. COM 237266101 60,496 1,048,813 SH   SOLE   848,505 0 200,308
Dorman Products Inc COM 258278100 15,658 180,349 SH   SOLE   166,614 0 13,735
Dycom Industries Inc COM 267475101 50,082 663,165 SH   SOLE   536,139 0 127,026
Enerpac Tool Group COM 292765104 17,553 776,321 SH   SOLE   715,489 0 60,832
Extended Stay America, Inc. COM 30224P200 50,478 3,408,348 SH   SOLE   2,751,243 0 657,105
First Horizon Corporation COM 320517105 7,394 579,457 SH   SOLE   304,487 0 274,970
Frontdoor Inc COM 35905A109 17,232 343,197 SH   SOLE   317,054 0 26,143
Hanesbrands Inc. COM 410345102 7,496 514,104 SH   SOLE   270,792 0 243,312
Hill-Rom Holdings Inc. COM 431475102 19,899 203,114 SH   SOLE   188,327 0 14,787
IDEX Corp. COM 45167R104 6,453 32,394 SH   SOLE   17,319 0 15,075
Ingevity Corp COM 45688C107 27,257 359,920 SH   SOLE   332,465 0 27,455
Knowles Corporation COM 49926D109 5,966 323,735 SH   SOLE   170,977 0 152,758
Koppers Holdings Inc. COM 50060P106 17,341 556,509 SH   SOLE   513,989 0 42,520
MGP Ingredients Inc COM 55303J106 12,706 269,993 SH   SOLE   249,425 0 20,568
Molina Healthcare Inc COM 60855R100 9,372 44,067 SH   SOLE   23,202 0 20,865
Murphy USA Inc. COM 626755102 30,738 234,871 SH   SOLE   191,185 0 43,686
NIC Inc COM 62914B100 1,601 61,978 SH   SOLE   57,763 0 4,215
Polaris Inc. COM 731068102 41,794 438,639 SH   SOLE   356,524 0 82,115
Russell 2000 Index Fund COM 464287655 350 1,784 SH   SOLE   1,784 0 0
Sanderson Farms Inc. COM 800013104 29,035 219,633 SH   SOLE   202,959 0 16,674
SEI Investments Co COM 784117103 6,555 114,063 SH   SOLE   55,684 0 58,379
Stepan Co COM 858586100 23,687 198,516 SH   SOLE   183,439 0 15,077
Terminix Global Holdings Inc. COM 88087E100 32,466 636,470 SH   SOLE   511,405 0 125,065
The Brink's Co. COM 109696104 63,287 878,991 SH   SOLE   710,051 0 168,940
Thor Industries Inc. COM 885160101 39,436 424,086 SH   SOLE   343,190 0 80,896
Timken Co. COM 887389104 45,190 584,158 SH   SOLE   471,540 0 112,618
Tractor Supply Co. COM 892356106 281 2,000 SH   SOLE   2,000 0 0
Univar Solutions USA Inc. COM 91336L107 6,386 335,939 SH   SOLE   176,974 0 158,965
Watsco Inc COM 942622200 8,001 35,315 SH   SOLE   18,592 0 16,723
Western Union Co. COM 959802109 6,334 288,697 SH   SOLE   152,507 0 136,190
WestRock Co COM 96145D105 6,713 154,222 SH   SOLE   81,722 0 72,500