The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AGCO Corp. | COM | 001084102 | 35,943 | 293,338 | SH | SOLE | 260,140 | 0 | 33,198 | ||
| Armstrong World Industries Inc | COM | 04247X102 | 12,261 | 128,433 | SH | SOLE | 72,120 | 0 | 56,313 | ||
| Belden Inc | COM | 077454106 | 26,782 | 459,697 | SH | SOLE | 456,850 | 0 | 2,847 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 13,254 | 79,535 | SH | SOLE | 45,229 | 0 | 34,306 | ||
| Clean Harbors Inc. | COM | 184496107 | 27,668 | 266,373 | SH | SOLE | 231,376 | 0 | 34,997 | ||
| CMC Materials Inc | COM | 12571T100 | 32,034 | 259,949 | SH | SOLE | 228,744 | 0 | 31,205 | ||
| Crane Co | COM | 224399105 | 46,202 | 487,316 | SH | SOLE | 430,453 | 0 | 56,863 | ||
| Darling Ingredients Inc. | COM | 237266101 | 68,925 | 958,619 | SH | SOLE | 844,369 | 0 | 114,250 | ||
| Dorman Products Inc | COM | 258278100 | 32,124 | 339,326 | SH | SOLE | 337,214 | 0 | 2,112 | ||
| Dycom Industries Inc | COM | 267475101 | 54,009 | 758,123 | SH | SOLE | 672,925 | 0 | 85,198 | ||
| Enerpac Tool Group | COM | 292765104 | 20,406 | 984,362 | SH | SOLE | 978,259 | 0 | 6,103 | ||
| First Horizon Corporation | COM | 320517105 | 8,737 | 536,336 | SH | SOLE | 301,713 | 0 | 234,623 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 23,781 | 158,541 | SH | SOLE | 157,563 | 0 | 978 | ||
| IDEX Corp. | COM | 45167R104 | 5,719 | 27,635 | SH | SOLE | 16,134 | 0 | 11,501 | ||
| Ingevity Corp | COM | 45688C107 | 26,302 | 368,532 | SH | SOLE | 366,207 | 0 | 2,325 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 19,656 | 628,783 | SH | SOLE | 624,844 | 0 | 3,939 | ||
| Malibu Boats Inc | COM | 56117J100 | 27,911 | 398,848 | SH | SOLE | 396,381 | 0 | 2,467 | ||
| MGP Ingredients Inc | COM | 55303J106 | 36,920 | 567,131 | SH | SOLE | 563,604 | 0 | 3,527 | ||
| Molina Healthcare Inc | COM | 60855R100 | 5,481 | 20,201 | SH | SOLE | 11,319 | 0 | 8,882 | ||
| Murphy USA Inc. | COM | 626755102 | 42,657 | 255,035 | SH | SOLE | 219,487 | 0 | 35,548 | ||
| Polaris Inc. | COM | 731068102 | 45,091 | 376,826 | SH | SOLE | 328,603 | 0 | 48,223 | ||
| Sanderson Farms Inc. | COM | 800013104 | 29,553 | 157,028 | SH | SOLE | 156,061 | 0 | 967 | ||
| SEI Investments Co | COM | 784117103 | 7,285 | 122,852 | SH | SOLE | 56,616 | 0 | 66,236 | ||
| Stepan Co | COM | 858586100 | 33,072 | 292,824 | SH | SOLE | 291,011 | 0 | 1,813 | ||
| Terminix Global Holdings Inc. | COM | 88087E100 | 34,707 | 832,910 | SH | SOLE | 729,224 | 0 | 103,686 | ||
| The Brink's Co. | COM | 109696104 | 52,728 | 832,979 | SH | SOLE | 734,899 | 0 | 98,080 | ||
| Thor Industries Inc. | COM | 885160101 | 62,010 | 505,132 | SH | SOLE | 437,564 | 0 | 67,568 | ||
| Timken Co. | COM | 887389104 | 43,842 | 670,164 | SH | SOLE | 592,243 | 0 | 77,921 | ||
| Tractor Supply Co. | COM | 892356106 | 405 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| Univar Solutions USA Inc. | COM | 91336L107 | 41,336 | 1,735,334 | SH | SOLE | 1,461,488 | 0 | 273,846 | ||
| Watsco Inc | COM | 942622200 | 10,614 | 40,111 | SH | SOLE | 22,824 | 0 | 17,287 | ||
| Western Union Co. | COM | 959802109 | 10,087 | 498,859 | SH | SOLE | 279,882 | 0 | 218,977 | ||
| WestRock Co | COM | 96145D105 | 9,145 | 183,532 | SH | SOLE | 103,423 | 0 | 80,109 | ||