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
AGILYSYS INC COM 00847J105 20,684 538,921 SH   SOLE   520,363 0 18,558
AMALGAMATED BK NEW YORK N Y COM 022663108 14,131 1,028,476 SH   SOLE   992,995 0 35,481
AMERICAN ASSETS TR COM 024013104 25,953 898,653 SH   SOLE   867,723 0 30,930
AMERICAN FINANCIAL GROUP, INC. COM 025932104 68,320 779,726 SH   SOLE   779,332 0 394
AMERICAN INTERNATIONAL GROUP, INC. COM 026874784 6,378 168,458 SH   SOLE   168,458 0 0
AMETEK INC COM 031100100 15,585 128,866 SH   SOLE   128,866 0 0
APPLIED INDL TECHS COM 03820C105 64,989 833,297 SH   SOLE   821,478 0 11,819
ARCOSA INC COM 039653100 22,254 405,126 SH   SOLE   391,161 0 13,965
ASSOCIATED BANC-CORP COM 045487105 61,457 3,604,517 SH   SOLE   3,535,474 0 69,043
ATMOS ENERGY CORPORATION COM 049560105 18,200 190,720 SH   SOLE   190,720 0 0
AVANTOR INC COM 05352A100 36,843 1,308,796 SH   SOLE   1,308,796 0 0
BANCORPSOUTH BANK COM 05971J102 74,034 2,698,047 SH   SOLE   2,654,431 0 43,616
BANKUNITED INC COM 06652K103 92,469 2,658,687 SH   SOLE   2,616,803 0 41,884
BARNES GROUP INC. COM 067806109 313 6,178 SH   SOLE   6,178 0 0
BIO-RAD LABORATORIES, INC. COM 090572207 29,665 50,889 SH   SOLE   50,861 0 28
BLACK HILLS CORPORATION COM 092113109 50,496 821,734 SH   SOLE   808,865 0 12,869
BOOKING HOLDINGS INC COM 09857L108 7,693 3,454 SH   SOLE   3,454 0 0
BRIGHTCOVE INC COM 10921T101 11,368 617,809 SH   SOLE   596,494 0 21,315
BROADCOM CORP COM 11135F101 3,794 8,665 SH   SOLE   8,665 0 0
C3 AI INC COM 12468P104 256 1,848 SH   SOLE   1,848 0 0
CANADIAN NATL RY CO COM 136375102 797 7,256 SH   SOLE   7,256 0 0
CAPITOL FED COM 14057J101 17,289 1,383,141 SH   SOLE   1,335,417 0 47,724
CARLISLE COMPANIES INCORPORATED COM 142339100 53,074 339,825 SH   SOLE   339,629 0 196
CHAMPIONX CORP COM 15872M104 72,598 4,744,943 SH   SOLE   4,665,466 0 79,477
CLARIVATE PLC COM G21810109 35,150 1,183,104 SH   SOLE   1,182,584 0 520
CLEAN HARBORS, INC. COM 184496107 72,778 956,352 SH   SOLE   941,313 0 15,039
CLEARWATER PAPER CORPORATION COM 18538R103 28,179 746,463 SH   SOLE   726,433 0 20,030
CORPORATE OFFICE PROPERTIES TRUST COM 22002T108 43,291 1,659,943 SH   SOLE   1,629,295 0 30,648
COUSINS PROPERTIES INCORPORATED COM 222795502 41,482 1,238,283 SH   SOLE   1,237,641 0 642
CREE INC COM 225447101 17,571 165,917 SH   SOLE   165,784 0 133
DANAHER CORPORATION COM 235851102 8,260 37,183 SH   SOLE   37,183 0 0
DOVER CORPORATION COM 260003108 19,697 156,015 SH   SOLE   156,015 0 0
E L F BEAUTY INC COM 26856L103 43,778 1,737,900 SH   SOLE   1,704,539 0 33,361
EAGLE MATERIALS INC. COM 26969P108 20,316 200,452 SH   SOLE   200,288 0 164
ENVESTNET INC COM 29404K106 13,125 159,491 SH   SOLE   153,974 0 5,517
ENVISTA HLDGS CORP COM 29415F104 133,379 3,954,320 SH   SOLE   3,910,748 0 43,572
EQUINIX, INC. COM 29444U700 20,548 28,772 SH   SOLE   28,772 0 0
EQUITY COMMONWEALTH COM 294628102 17,486 640,969 SH   SOLE   640,635 0 334
FORTERRA INC COM 34960W106 310 18,032 SH   SOLE   18,032 0 0
G-III APPAREL GP COM 36237H101 92,420 3,893,025 SH   SOLE   3,831,238 0 61,787
GCP APPLIED TECHNOLOGIES INC. COM 36164Y101 20,817 880,221 SH   SOLE   862,100 0 18,121
HANCOCK WHITNEY CORPORATION COM 410120109 44,263 1,301,078 SH   SOLE   1,263,813 0 37,265
INVESTORS BANCORP COM 46146L101 85,859 8,130,629 SH   SOLE   8,009,250 0 121,379
JAMES RIVER GROUP HOLDINGS COM G5005R107 19,016 386,888 SH   SOLE   373,529 0 13,359
JAMF HLDG CORP COM 47074L105 2,287 76,444 SH   SOLE   76,444 0 0
JELD WEN HOLDING INC COM 47580P103 21,920 864,347 SH   SOLE   834,611 0 29,736
JOHNSON & JOHNSON COM 478160104 4,170 26,499 SH   SOLE   26,499 0 0
JPMORGAN CHASE & CO. COM 46625H100 15,762 124,044 SH   SOLE   124,044 0 0
KAMAN CORPORATION COM 483548103 73,763 1,291,142 SH   SOLE   1,270,774 0 20,368
KIRBY CORP COM 497266106 65,025 1,254,581 SH   SOLE   1,233,421 0 21,160
LKQ CORPORATION COM 501889208 83,174 2,360,218 SH   SOLE   2,359,168 0 1,050
MADDEN(STEVEN)LTD COM 556269108 68,391 1,936,317 SH   SOLE   1,905,324 0 30,993
MICROCHIP TECHNOLOGY INCORPORATED COM 595017104 20,032 145,046 SH   SOLE   145,046 0 0
MICROSOFT CORPORATION COM 594918104 8,973 40,344 SH   SOLE   40,344 0 0
MOELIS & COMPANY COM 60786M105 43,006 919,714 SH   SOLE   902,046 0 17,668
MORNINGSTAR INC COM 617700109 19,995 86,347 SH   SOLE   86,347 0 0
MUELLER WATER PRODUCTS, INC. COM 624758108 21,701 1,752,889 SH   SOLE   1,690,569 0 62,320
MULTIPLAN CORP COM 62548M100 34,484 4,315,949 SH   SOLE   4,313,774 0 2,175
NEXTERA ENERGY INC COM 65339F101 12,728 164,979 SH   SOLE   164,979 0 0
NISOURCE INC. COM 65473P105 41,108 1,791,970 SH   SOLE   1,791,455 0 515
NOMAD FOODS LIMITED COM G6564A105 44,374 1,745,643 SH   SOLE   1,744,800 0 843
OPEN LENDING CORP COM 68373J104 19,107 546,553 SH   SOLE   527,754 0 18,799
OTIS WORLDWIDE CORP COM 68902V107 30,700 454,473 SH   SOLE   454,473 0 0
PAE INC COM 69290Y109 42,770 4,659,002 SH   SOLE   4,542,666 0 116,336
PARSLEY ENERGY INC COM 701877102 18,402 1,295,908 SH   SOLE   1,294,650 0 1,258
PAYA HLDGS INC COM 70434P103 9,401 692,271 SH   SOLE   692,271 0 0
PIONEER NATURAL RESOURCES COMPANY COM 723787107 12,276 107,791 SH   SOLE   107,791 0 0
PRIMO WTR CORP CDA COM 74167P108 85,043 5,423,671 SH   SOLE   5,343,229 0 80,442
PTC INC COM 69370C100 42,004 351,171 SH   SOLE   351,007 0 164
QUALCOMM INCORPORATED COM 747525103 3,850 25,273 SH   SOLE   25,273 0 0
REGAL BELOIT CORPORATION COM 758750103 78,407 638,439 SH   SOLE   638,186 0 253
REGIS CORPORATION COM 758932107 56,261 6,121,953 SH   SOLE   5,942,722 0 179,231
RH COM 74967X103 26,713 59,692 SH   SOLE   59,651 0 41
ROGERS CORP COM 775133101 21,635 139,318 SH   SOLE   134,518 0 4,800
RPM INTERNATIONAL INC. COM 749685103 56,668 624,239 SH   SOLE   623,916 0 323
SJW GROUP COM 784305104 13,669 197,075 SH   SOLE   190,260 0 6,815
SKYLINE CHAMPION CORPORATION COM 830830105 36,550 1,181,328 SH   SOLE   1,164,585 0 16,743
SOUTHWEST GAS HOLDINGS INC COM 844895102 6,131 100,914 SH   SOLE   97,445 0 3,469
SPX CORPORATION COM 784635104 39,139 717,620 SH   SOLE   692,999 0 24,621
STATE STREET CORPORATION COM 857477103 20,579 282,759 SH   SOLE   282,759 0 0
STEWART INFORMATION SVCS CORP COM 860372101 17,324 358,239 SH   SOLE   348,134 0 10,105
SUNRUN INCORPORATION COM 86771W105 16,305 235,004 SH   SOLE   234,845 0 159
TELEDYNE TECHNOLOGIES INC COM 879360105 24,338 62,089 SH   SOLE   62,054 0 35
TENABLE HOLDINGS INC COM 88025T102 54,491 1,042,686 SH   SOLE   1,042,308 0 378
TERMINIX GLOBAL HLDGS INC COM 88087E100 61,856 1,212,629 SH   SOLE   1,212,054 0 575
TFS FINANCIAL CORP COM 87240R107 20,104 1,140,347 SH   SOLE   1,139,233 0 1,114
THE WALT DISNEY COMPANY COM 254687106 1,206 6,657 SH   SOLE   6,657 0 0
TREEHOUSE FOODS, INC. COM 89469A104 8,148 191,771 SH   SOLE   191,771 0 0
TRINET GROUP INC COM 896288107 10,210 126,669 SH   SOLE   126,599 0 70
TUFIN SOFTWARE TECHNOLOGIES LTD COM M8893U102 14,608 1,170,533 SH   SOLE   1,130,067 0 40,466
VALMONT INDUSTRIES, INC. COM 920253101 138,676 792,750 SH   SOLE   783,430 0 9,320
VONAGE HOLDINGS CORPORATION COM 92886T201 24,188 1,878,681 SH   SOLE   1,822,914 0 55,767
VULCAN MATERIALS COMPANY COM 929160109 9,566 64,498 SH   SOLE   64,498 0 0
W.R. BERKLEY CORPORATION COM 084423102 33,308 501,481 SH   SOLE   501,266 0 215
XENIA HOTELS & RESORTS INC COM 984017103 314 20,638 SH   SOLE   20,638 0 0