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 17,922 315,140 SH   SOLE   302,793 0 12,347
AMALGAMATED FINL CORP COM 022671101 8,410 538,059 SH   SOLE   517,186 0 20,873
AMERICAN ASSETS TR COM 024013104 62,433 1,674,255 SH   SOLE   1,628,897 0 45,358
AMERICAN FINANCIAL GROUP, INC. COM 025932104 61,561 493,590 SH   SOLE   491,422 0 2,168
AMERICAN INTERNATIONAL GROUP, INC. COM 026874784 6,637 139,426 SH   SOLE   139,426 0 0
AMETEK INC COM 031100100 15,440 115,659 SH   SOLE   115,659 0 0
APPLIED INDL TECHS COM 03820C105 47,285 519,277 SH   SOLE   508,198 0 11,079
ASHLAND GLOBAL HOLDINGS INC COM 044186104 38,750 442,853 SH   SOLE   441,068 0 1,785
ASSOCIATED BANC-CORP COM 045487105 23,170 1,131,326 SH   SOLE   1,087,224 0 44,102
ASSURANT INC. COM 04621X108 31,885 204,154 SH   SOLE   203,476 0 678
ATMOS ENERGY CORPORATION COM 049560105 14,307 148,860 SH   SOLE   148,860 0 0
AVANTOR INC COM 05352A100 33,267 936,846 SH   SOLE   936,846 0 0
BANCORPSOUTH BANK COM 05971J102 50,079 1,767,717 SH   SOLE   1,726,146 0 41,571
BANKUNITED INC COM 06652K103 27,491 643,971 SH   SOLE   618,897 0 25,074
BARNES GROUP INC. COM 067806109 35,832 699,158 SH   SOLE   671,243 0 27,915
BIO-RAD LABORATORIES, INC. COM 090572207 19,711 30,594 SH   SOLE   30,442 0 152
BJS RESTAURANTS IN COM 09180C106 39,572 805,288 SH   SOLE   785,576 0 19,712
BLACK HILLS CORPORATION COM 092113109 45,145 687,877 SH   SOLE   671,797 0 16,080
BOOKING HOLDINGS INC COM 09857L108 8,175 3,736 SH   SOLE   3,736 0 0
CANADIAN NATL RY CO COM 136375102 809 7,663 SH   SOLE   7,663 0 0
CARLISLE COMPANIES INCORPORATED COM 142339100 24,787 129,515 SH   SOLE   128,878 0 637
CENTRAL PAC FINL COM 154760409 32,292 1,239,155 SH   SOLE   1,190,837 0 48,318
CHAMPIONX CORP COM 15872M104 90,367 3,523,077 SH   SOLE   3,451,089 0 71,988
CLARIVATE PLC COM G21810109 47,519 1,726,080 SH   SOLE   1,720,856 0 5,224
CLEAN HARBORS, INC. COM 184496107 73,488 789,005 SH   SOLE   769,608 0 19,397
CLEARWATER PAPER CORPORATION COM 18538R103 11,951 412,526 SH   SOLE   396,253 0 16,273
CONFLUENT INC COM 20717M103 261 5,500 SH   SOLE   5,500 0 0
CORPORATE OFFICE PROPERTIES TRUST COM 22002T108 34,183 1,221,249 SH   SOLE   1,185,679 0 35,570
CORTEVA INC COM 22052L104 22,119 498,736 SH   SOLE   498,736 0 0
DANAHER CORPORATION COM 235851102 10,281 38,309 SH   SOLE   38,309 0 0
DZS INC COM 268211109 2,936 141,484 SH   SOLE   141,484 0 0
EAGLE MATERIALS INC. COM 26969P108 18,129 127,573 SH   SOLE   126,487 0 1,086
ENERSYS COM 29275Y102 8,103 82,912 SH   SOLE   82,912 0 0
ENVESTNET INC COM 29404K106 15,847 208,903 SH   SOLE   200,606 0 8,297
ENVISTA HLDGS CORP COM 29415F104 89,252 2,065,546 SH   SOLE   2,038,857 0 26,689
FERRO CORPORATION COM 315405100 8,736 405,000 SH   SOLE   389,164 0 15,836
G-III APPAREL GP COM 36237H101 104,038 3,166,104 SH   SOLE   3,094,087 0 72,017
GREAT WESTERN BANCORP INC COM 391416104 53,510 1,631,889 SH   SOLE   1,583,099 0 48,790
H.B. FULLER COMPANY COM 359694106 21,397 336,373 SH   SOLE   323,328 0 13,045
HANCOCK WHITNEY CORPORATION COM 410120109 67,397 1,516,593 SH   SOLE   1,477,756 0 38,837
HAYWARD HLDGS INC COM 421298100 68,893 2,647,702 SH   SOLE   2,638,319 0 9,383
HIGHWOODS PROPERTIES, INC. COM 431284108 14,383 318,423 SH   SOLE   318,423 0 0
INVESTORS BANCORP COM 46146L101 21,078 1,478,126 SH   SOLE   1,420,595 0 57,531
JAMES RIVER GROUP HOLDINGS COM G5005R107 51,074 1,361,248 SH   SOLE   1,322,039 0 39,209
JAMF HLDG CORP COM 47074L105 2,999 89,348 SH   SOLE   89,348 0 0
JELD WEN HOLDING INC COM 47580P103 23,750 904,403 SH   SOLE   869,166 0 35,237
JOHNSON & JOHNSON COM 478160104 3,675 22,305 SH   SOLE   22,305 0 0
JPMORGAN CHASE & CO. COM 46625H100 4,278 27,505 SH   SOLE   27,505 0 0
KAMAN CORPORATION COM 483548103 77,504 1,537,783 SH   SOLE   1,506,643 0 31,140
KIRBY CORP COM 497266106 82,710 1,363,946 SH   SOLE   1,335,026 0 28,920
LKQ CORPORATION COM 501889208 86,932 1,766,200 SH   SOLE   1,760,400 0 5,800
MADDEN(STEVEN)LTD COM 556269108 97,755 2,233,890 SH   SOLE   2,192,168 0 41,722
MARRIOTT VACATIONS WORLDWIDE CORP COM 57164Y107 30,700 192,720 SH   SOLE   192,092 0 628
MICROCHIP TECHNOLOGY INCORPORATED COM 595017104 22,191 148,196 SH   SOLE   148,196 0 0
MICROSOFT CORPORATION COM 594918104 8,999 33,220 SH   SOLE   33,220 0 0
MOELIS & COMPANY COM 60786M105 9,452 166,137 SH   SOLE   159,572 0 6,565
MORNINGSTAR INC COM 617700109 18,047 70,191 SH   SOLE   70,191 0 0
MULTIPLAN CORP COM 62548M100 35,121 3,689,191 SH   SOLE   3,673,824 0 15,367
NEXTERA ENERGY INC COM 65339F101 14,561 198,700 SH   SOLE   198,700 0 0
NISOURCE INC. COM 65473P105 31,093 1,269,118 SH   SOLE   1,263,595 0 5,523
NOMAD FOODS LIMITED COM G6564A105 21,056 744,825 SH   SOLE   741,136 0 3,689
NORDSTROM, INC. COM 655664100 20,100 549,627 SH   SOLE   549,627 0 0
NORTHWEST NATURAL HOLDING COMPANY COM 66765N105 2,409 45,875 SH   SOLE   45,875 0 0
NVENT ELECTRIC PLC COM G6700G107 33,906 1,085,339 SH   SOLE   1,080,649 0 4,690
OPEN LENDING CORP COM 68373J104 21,651 502,466 SH   SOLE   483,038 0 19,428
ORTHO CLINICAL DIAGNOSTICS HLD ORD COM G6829J107 36,037 1,683,200 SH   SOLE   1,675,519 0 7,681
OTIS WORLDWIDE CORP COM 68902V107 12,920 158,002 SH   SOLE   158,002 0 0
PAE INC COM 69290Y109 34,762 3,905,865 SH   SOLE   3,783,480 0 122,385
PAYA HLDGS INC COM 70434P103 32,795 2,975,948 SH   SOLE   2,911,616 0 64,332
PIONEER NATURAL RESOURCES COMPANY COM 723787107 30,072 185,038 SH   SOLE   184,104 0 934
PRIMO WTR CORP CDA COM 74167P108 61,575 3,680,538 SH   SOLE   3,598,514 0 82,024
PTC INC COM 69370C100 20,778 147,090 SH   SOLE   146,447 0 643
QUALCOMM INCORPORATED COM 747525103 7,759 54,284 SH   SOLE   54,284 0 0
REGAL BELOIT CORPORATION COM 758750103 41,979 314,423 SH   SOLE   313,029 0 1,394
REGIS CORPORATION COM 758932107 52,652 5,625,263 SH   SOLE   5,445,395 0 179,868
RH COM 74967X103 19,195 28,270 SH   SOLE   28,050 0 220
ROGERS CORP COM 775133101 25,137 125,184 SH   SOLE   120,334 0 4,850
RPM INTERNATIONAL INC. COM 749685103 36,443 410,951 SH   SOLE   409,042 0 1,909
SJW GROUP COM 784305104 11,513 181,876 SH   SOLE   174,875 0 7,001
SKYLINE CHAMPION CORPORATION COM 830830105 60,367 1,132,592 SH   SOLE   1,110,256 0 22,336
SPX CORPORATION COM 784635104 46,227 756,820 SH   SOLE   727,485 0 29,335
STATE STREET CORPORATION COM 857477103 26,799 325,710 SH   SOLE   325,710 0 0
STEWART INFORMATION SVCS CORP COM 860372101 17,996 317,444 SH   SOLE   305,003 0 12,441
SUNRUN INCORPORATION COM 86771W105 22,417 401,886 SH   SOLE   400,423 0 1,463
TELEDYNE TECHNOLOGIES INC COM 879360105 18,040 43,072 SH   SOLE   42,866 0 206
TENABLE HOLDINGS INC COM 88025T102 49,827 1,205,004 SH   SOLE   1,201,380 0 3,624
TERMINIX GLOBAL HLDGS INC COM 88087E100 31,986 670,434 SH   SOLE   667,510 0 2,924
THE WALT DISNEY COMPANY COM 254687106 8,662 49,279 SH   SOLE   49,279 0 0
URBAN EDGE PROPERTIES COM 91704F104 19,012 995,406 SH   SOLE   956,692 0 38,714
VALMONT INDUSTRIES, INC. COM 920253101 117,162 496,342 SH   SOLE   488,307 0 8,035
VONAGE HOLDINGS CORPORATION COM 92886T201 25,546 1,772,826 SH   SOLE   1,715,140 0 57,686
W.R. BERKLEY CORPORATION COM 084423102 25,600 343,944 SH   SOLE   342,256 0 1,688
WEBSTER FINANCIAL CORPORATION COM 947890109 44,392 832,244 SH   SOLE   828,814 0 3,430
WOODWARD INC COM 980745103 26,626 216,687 SH   SOLE   216,687 0 0
XENIA HOTELS & RESORTS INC COM 984017103 26,517 1,415,729 SH   SOLE   1,369,121 0 46,608