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 10,550 219,972 SH   SOLE   210,652 0 9,320
AMALGAMATED FINL CORP COM 022671101 8,760 528,059 SH   SOLE   505,550 0 22,509
AMERICAN ASSETS TR COM 024013104 46,352 1,428,866 SH   SOLE   1,381,004 0 47,862
AMERICAN FINANCIAL GROUP, INC. COM 025932104 66,937 586,656 SH   SOLE   584,313 0 2,343
AMERICAN INTERNATIONAL GROUP, INC. COM 026874784 6,754 146,168 SH   SOLE   146,168 0 0
AMETEK INC COM 031100100 15,586 122,023 SH   SOLE   122,023 0 0
APPLIED INDL TECHS COM 03820C105 61,872 678,646 SH   SOLE   664,223 0 14,423
ASHLAND GLOBAL HOLDINGS INC COM 044186104 40,431 455,458 SH   SOLE   453,673 0 1,785
ASSOCIATED BANC-CORP COM 045487105 62,519 2,929,665 SH   SOLE   2,863,286 0 66,379
ASSURANT INC. COM 04621X108 29,415 207,481 SH   SOLE   206,803 0 678
ATMOS ENERGY CORPORATION COM 049560105 15,126 153,022 SH   SOLE   153,022 0 0
AVANTOR INC COM 05352A100 35,517 1,227,676 SH   SOLE   1,227,676 0 0
BANCORPSOUTH BANK COM 05971J102 71,904 2,213,802 SH   SOLE   2,160,983 0 52,819
BANKUNITED INC COM 06652K103 33,599 764,480 SH   SOLE   732,136 0 32,344
BARNES GROUP INC. COM 067806109 26,852 542,033 SH   SOLE   519,477 0 22,556
BIO-RAD LABORATORIES, INC. COM 090572207 18,624 32,607 SH   SOLE   32,455 0 152
BJS RESTAURANTS IN COM 09180C106 39,907 687,107 SH   SOLE   669,513 0 17,594
BLACK HILLS CORPORATION COM 092113109 46,444 695,585 SH   SOLE   680,308 0 15,277
BOOKING HOLDINGS INC COM 09857L108 8,287 3,557 SH   SOLE   3,557 0 0
CANADIAN NATL RY CO COM 136375102 789 6,807 SH   SOLE   6,807 0 0
CARLISLE COMPANIES INCORPORATED COM 142339100 37,500 227,855 SH   SOLE   226,801 0 1,054
CENTRAL PAC FINL COM 154760409 14,905 558,665 SH   SOLE   535,218 0 23,447
CHAMPIONX CORP COM 15872M104 87,355 4,020,008 SH   SOLE   3,925,526 0 94,482
CLARIVATE PLC COM G21810109 24,302 920,866 SH   SOLE   917,970 0 2,896
CLEAN HARBORS, INC. COM 184496107 60,472 719,396 SH   SOLE   700,642 0 18,754
CLEARWATER PAPER CORPORATION COM 18538R103 26,068 692,936 SH   SOLE   670,502 0 22,434
CORPORATE OFFICE PROPERTIES TRUST COM 22002T108 32,970 1,252,165 SH   SOLE   1,214,240 0 37,925
CORTEVA INC COM 22052L104 17,350 372,159 SH   SOLE   372,159 0 0
DANAHER CORPORATION COM 235851102 8,502 37,774 SH   SOLE   37,774 0 0
EAGLE MATERIALS INC. COM 26969P108 17,140 127,520 SH   SOLE   126,801 0 719
ENVESTNET INC COM 29404K106 14,783 204,666 SH   SOLE   196,001 0 8,665
ENVISTA HLDGS CORP COM 29415F104 109,369 2,680,611 SH   SOLE   2,639,584 0 41,027
EQUINIX, INC. COM 29444U700 9,389 13,815 SH   SOLE   13,815 0 0
FERRO CORPORATION COM 315405100 16,036 951,101 SH   SOLE   910,862 0 40,239
G-III APPAREL GP COM 36237H101 95,812 3,178,904 SH   SOLE   3,101,988 0 76,916
GREAT WESTERN BANCORP INC COM 391416104 37,489 1,237,664 SH   SOLE   1,199,877 0 37,787
H.B. FULLER COMPANY COM 359694106 16,785 266,807 SH   SOLE   255,685 0 11,122
HANCOCK WHITNEY CORPORATION COM 410120109 55,163 1,313,100 SH   SOLE   1,271,302 0 41,798
HAYWARD HLDGS INC COM 421298100 40,829 2,418,785 SH   SOLE   2,409,757 0 9,028
HIGHWOODS PROPERTIES, INC. COM 431284108 10,770 250,808 SH   SOLE   250,808 0 0
INVESTORS BANCORP COM 46146L101 21,428 1,458,660 SH   SOLE   1,396,642 0 62,018
JAMES RIVER GROUP HOLDINGS COM G5005R107 21,772 477,257 SH   SOLE   457,045 0 20,212
JAMF HLDG CORP COM 47074L105 2,971 84,129 SH   SOLE   84,129 0 0
JELD WEN HOLDING INC COM 47580P103 24,812 896,078 SH   SOLE   858,157 0 37,921
JOHNSON & JOHNSON COM 478160104 3,703 22,529 SH   SOLE   22,529 0 0
JPMORGAN CHASE & CO. COM 46625H100 4,945 32,484 SH   SOLE   32,484 0 0
KAMAN CORPORATION COM 483548103 65,223 1,271,653 SH   SOLE   1,242,363 0 29,290
KIRBY CORP COM 497266106 73,839 1,224,941 SH   SOLE   1,194,515 0 30,426
LKQ CORPORATION COM 501889208 75,584 1,785,601 SH   SOLE   1,779,801 0 5,800
MADDEN(STEVEN)LTD COM 556269108 77,021 2,067,126 SH   SOLE   2,025,052 0 42,074
MARRIOTT VACATIONS WORLDWIDE CORP COM 57164Y107 32,852 188,609 SH   SOLE   187,981 0 628
MICROCHIP TECHNOLOGY INCORPORATED COM 595017104 21,436 138,099 SH   SOLE   138,099 0 0
MICROSOFT CORPORATION COM 594918104 8,887 37,694 SH   SOLE   37,694 0 0
MOELIS & COMPANY COM 60786M105 29,010 528,610 SH   SOLE   512,092 0 16,518
MORNINGSTAR INC COM 617700109 16,681 74,123 SH   SOLE   74,123 0 0
MULTIPLAN CORP COM 62548M100 21,687 3,907,520 SH   SOLE   3,892,153 0 15,367
NEXTERA ENERGY INC COM 65339F101 12,186 161,173 SH   SOLE   161,173 0 0
NISOURCE INC. COM 65473P105 32,672 1,355,127 SH   SOLE   1,349,604 0 5,523
NOMAD FOODS LIMITED COM G6564A105 21,857 795,951 SH   SOLE   792,262 0 3,689
NVENT ELECTRIC PLC COM G6700G107 31,326 1,122,376 SH   SOLE   1,117,686 0 4,690
OPEN LENDING CORP COM 68373J104 17,577 496,242 SH   SOLE   475,303 0 20,939
ORTHO CLINICAL DIAGNOSTICS HLD ORD COM G6829J107 34,555 1,790,855 SH   SOLE   1,783,174 0 7,681
OTIS WORLDWIDE CORP COM 68902V107 24,124 352,434 SH   SOLE   352,434 0 0
PAE INC COM 69290Y109 40,300 4,467,832 SH   SOLE   4,336,103 0 131,729
PAYA HLDGS INC COM 70434P103 30,987 2,827,260 SH   SOLE   2,757,973 0 69,287
PIONEER NATURAL RESOURCES COMPANY COM 723787107 31,405 197,740 SH   SOLE   196,806 0 934
PRIMO WTR CORP CDA COM 74167P108 70,029 4,306,821 SH   SOLE   4,205,577 0 101,244
PTC INC COM 69370C100 21,509 156,256 SH   SOLE   155,613 0 643
QUALCOMM INCORPORATED COM 747525103 7,729 58,291 SH   SOLE   58,291 0 0
REGAL BELOIT CORPORATION COM 758750103 56,827 398,286 SH   SOLE   396,892 0 1,394
REGIS CORPORATION COM 758932107 69,118 5,503,040 SH   SOLE   5,313,400 0 189,640
RH COM 74967X103 20,314 34,050 SH   SOLE   33,806 0 244
ROGERS CORP COM 775133101 23,835 126,639 SH   SOLE   121,287 0 5,352
RPM INTERNATIONAL INC. COM 749685103 43,156 469,855 SH   SOLE   467,946 0 1,909
SJW GROUP COM 784305104 11,270 178,925 SH   SOLE   171,371 0 7,554
SKYLINE CHAMPION CORPORATION COM 830830105 50,384 1,113,209 SH   SOLE   1,089,383 0 23,826
SPX CORPORATION COM 784635104 38,194 655,468 SH   SOLE   627,596 0 27,872
STATE STREET CORPORATION COM 857477103 34,952 416,047 SH   SOLE   416,047 0 0
STEWART INFORMATION SVCS CORP COM 860372101 16,406 315,309 SH   SOLE   304,093 0 11,216
SUNRUN INCORPORATION COM 86771W105 18,172 300,459 SH   SOLE   299,299 0 1,160
TELEDYNE TECHNOLOGIES INC COM 879360105 19,039 46,028 SH   SOLE   45,822 0 206
TENABLE HOLDINGS INC COM 88025T102 34,912 964,807 SH   SOLE   962,291 0 2,516
TERMINIX GLOBAL HLDGS INC COM 88087E100 34,498 723,677 SH   SOLE   720,753 0 2,924
THE WALT DISNEY COMPANY COM 254687106 11,065 59,967 SH   SOLE   59,967 0 0
TUFIN SOFTWARE TECHNOLOGIES LTD COM M8893U102 7,719 735,153 SH   SOLE   704,002 0 31,151
VALMONT INDUSTRIES, INC. COM 920253101 120,564 507,274 SH   SOLE   498,712 0 8,562
VONAGE HOLDINGS CORPORATION COM 92886T201 20,759 1,756,272 SH   SOLE   1,694,115 0 62,157
VULCAN MATERIALS COMPANY COM 929160109 10,260 60,800 SH   SOLE   60,800 0 0
W.R. BERKLEY CORPORATION COM 084423102 37,475 497,347 SH   SOLE   495,555 0 1,792
WEBSTER FINANCIAL CORPORATION COM 947890109 47,605 863,815 SH   SOLE   860,906 0 2,909
XENIA HOTELS & RESORTS INC COM 984017103 27,448 1,407,583 SH   SOLE   1,357,416 0 50,167