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 16,671 318,393 SH   SOLE   306,046 0 12,347
AMALGAMATED FINL CORP COM 022671101 8,716 550,940 SH   SOLE   530,067 0 20,873
AMERICAN ASSETS TR COM 024013104 69,164 1,848,306 SH   SOLE   1,802,948 0 45,358
AMERICAN FINANCIAL GROUP, INC. COM 025932104 53,301 423,599 SH   SOLE   421,675 0 1,924
AMERICAN INTL GRP INC COM 026874784 7,259 132,255 SH   SOLE   132,255 0 0
AMETEK INC COM 031100100 13,963 112,599 SH   SOLE   112,599 0 0
APPLIED INDL TECHS COM 03820C105 17,158 190,367 SH   SOLE   185,213 0 5,154
ASHLAND GLOBAL HOLDINGS INC COM 044186104 47,875 537,199 SH   SOLE   534,987 0 2,212
ASSOCIATED BANC-CORP COM 045487105 11,924 556,655 SH   SOLE   535,284 0 21,371
ASSURANT INC. COM 04621X108 24,094 152,738 SH   SOLE   152,333 0 405
ATMOS ENERGY CORPORATION COM 049560105 12,835 145,526 SH   SOLE   145,526 0 0
AVANTOR INC COM 05352A100 34,579 845,459 SH   SOLE   845,459 0 0
BANCORPSOUTH BANK COM 05971J102 55,402 1,860,387 SH   SOLE   1,817,858 0 42,529
BANKUNITED INC COM 06652K103 31,835 761,235 SH   SOLE   732,058 0 29,177
BARNES GROUP INC. COM 067806109 32,674 782,995 SH   SOLE   752,734 0 30,261
BEACHBODY CO INC COM 073463101 841 151,866 SH   SOLE   151,866 0 0
BIO-RAD LABORATORIES, INC. COM 090572207 22,337 29,945 SH   SOLE   29,793 0 152
BJS RESTAURANTS IN COM 09180C106 36,860 882,659 SH   SOLE   860,490 0 22,169
BLACK HILLS CORPORATION COM 092113109 42,985 684,912 SH   SOLE   668,832 0 16,080
BOOKING HLDGS INC COM 09857L108 8,978 3,782 SH   SOLE   3,782 0 0
CANADIAN NATIONAL RAILWAY CO COM 136375102 872 7,543 SH   SOLE   7,543 0 0
CARLISLE COMPANIES INC COM 142339100 22,892 115,157 SH   SOLE   114,639 0 518
CENTRAL PAC FINL COM 154760409 36,207 1,409,926 SH   SOLE   1,355,871 0 54,055
CHAMPIONX CORP COM 15872M104 78,590 3,514,760 SH   SOLE   3,442,772 0 71,988
CIGNA CORP COM 125523100 200 1,000 SH   SOLE   1,000 0 0
CLARIVATE PLC COM G21810109 47,729 2,179,416 SH   SOLE   2,171,096 0 8,320
CLEAN HARBORS, INC. COM 184496107 88,743 854,363 SH   SOLE   834,822 0 19,541
CLEARWATER PAPER CORPORATION COM 18538R103 24,713 644,731 SH   SOLE   619,974 0 24,757
CORPORATE OFFICE PROPERTIES TRUST COM 22002T108 16,313 604,650 SH   SOLE   581,436 0 23,214
CORTEVA INC COM 22052L104 22,770 541,107 SH   SOLE   541,107 0 0
DANAHER CORP COM 235851102 11,555 37,956 SH   SOLE   37,956 0 0
DZS INC COM 268211109 2,116 172,602 SH   SOLE   172,602 0 0
EAGLE MATERIALS INC. COM 26969P108 18,357 139,956 SH   SOLE   138,769 0 1,187
ENVESTNET INC COM 29404K106 16,912 210,765 SH   SOLE   202,468 0 8,297
ENVISTA HLDGS CORP COM 29415F104 86,048 2,058,067 SH   SOLE   2,031,378 0 26,689
G-III APPAREL GP COM 36237H101 88,862 3,139,999 SH   SOLE   3,068,650 0 71,349
GREAT WESTERN BANCORP INC COM 391416104 59,927 1,830,385 SH   SOLE   1,777,185 0 53,200
H.B. FULLER COMPANY COM 359694106 26,334 407,896 SH   SOLE   392,263 0 15,633
HANCOCK WHITNEY CORPORATION COM 410120109 78,744 1,671,132 SH   SOLE   1,629,126 0 42,006
HAYWARD HLDGS INC COM 421298100 44,168 1,985,954 SH   SOLE   1,978,679 0 7,275
HERITAGE COMMERCE CORP COM 426927109 15,433 1,327,033 SH   SOLE   1,276,146 0 50,887
HIGHWOODS PROPERTIES, INC. COM 431284108 13,599 310,060 SH   SOLE   310,060 0 0
HOSTESS BRANDS INC COM 44109J106 11,028 634,869 SH   SOLE   610,558 0 24,311
JAMES RIVER GROUP HOLDINGS COM G5005R107 51,094 1,354,192 SH   SOLE   1,314,983 0 39,209
JAMF HLDG CORP COM 47074L105 3,603 93,538 SH   SOLE   93,538 0 0
JANUS INTERNATIONAL GROUP INC COM 47103N106 41,547 3,394,328 SH   SOLE   3,323,469 0 70,859
JELD WEN HOLDING INC COM 47580P103 20,379 814,171 SH   SOLE   782,995 0 31,176
JOHNSON & JOHNSON COM 478160104 3,399 21,044 SH   SOLE   21,044 0 0
KAMAN CORPORATION COM 483548103 54,787 1,535,939 SH   SOLE   1,504,799 0 31,140
KIRBY CORP COM 497266106 68,362 1,425,403 SH   SOLE   1,394,189 0 31,214
LKQ CORPORATION COM 501889208 90,278 1,794,078 SH   SOLE   1,788,278 0 5,800
LPL FINL HLDGS INC COM 50212V100 26,456 168,769 SH   SOLE   168,077 0 692
LUCID GROUP INC COM 549498103 4,224 166,443 SH   SOLE   166,443 0 0
MADDEN(STEVEN)LTD COM 556269108 89,674 2,232,913 SH   SOLE   2,191,191 0 41,722
MARRIOTT VACATIONS WORLDWIDE CORP COM 57164Y107 30,635 194,715 SH   SOLE   194,087 0 628
MAXLINEAR INC COM 57776J100 17,494 355,212 SH   SOLE   341,660 0 13,552
MICROCHIP TECH INC COM 595017104 22,054 143,686 SH   SOLE   143,686 0 0
MICROSOFT CORP COM 594918104 9,507 33,722 SH   SOLE   33,722 0 0
MORNINGSTAR INC COM 617700109 17,704 68,346 SH   SOLE   68,346 0 0
MULTIPLAN CORP COM 62548M100 12,752 2,265,064 SH   SOLE   2,254,886 0 10,178
NEXTERA ENERGY INC COM 65339F101 15,810 201,354 SH   SOLE   201,354 0 0
NISOURCE INC. COM 65473P105 30,191 1,246,005 SH   SOLE   1,240,482 0 5,523
NOMAD FOODS LIMITED COM G6564A105 23,628 857,337 SH   SOLE   853,648 0 3,689
NORDSTROM, INC. COM 655664100 16,499 623,795 SH   SOLE   623,795 0 0
NORTHWEST NATURAL HOLDING COMPANY COM 66765N105 2,110 45,875 SH   SOLE   45,875 0 0
NVENT ELECTRIC PLC COM G6700G107 33,331 1,030,970 SH   SOLE   1,026,280 0 4,690
OPEN LENDING CORP COM 68373J104 18,487 512,543 SH   SOLE   493,115 0 19,428
ORTHO CLINICAL DIAGNOSTICS HLD PLC COM G6829J107 33,708 1,824,000 SH   SOLE   1,816,319 0 7,681
PAE INC COM 69290Y109 19,288 3,225,469 SH   SOLE   3,103,084 0 122,385
PAYA HLDGS INC COM 70434P103 32,646 3,003,282 SH   SOLE   2,938,950 0 64,332
PIONEER NATURAL RESOURCES CO COM 723787107 32,161 193,145 SH   SOLE   192,176 0 969
PRIMO WTR CORP CDA COM 74167P108 31,281 1,989,859 SH   SOLE   1,928,445 0 61,414
PTC INC COM 69370C100 17,169 143,325 SH   SOLE   142,682 0 643
QUALCOMM INC COM 747525103 7,773 60,266 SH   SOLE   60,266 0 0
REGAL BELOIT CORPORATION COM 758750103 46,121 306,775 SH   SOLE   305,381 0 1,394
REGIS CORPORATION COM 758932107 12,107 3,479,122 SH   SOLE   3,368,431 0 110,691
RH COM 74967X103 16,506 24,750 SH   SOLE   24,557 0 193
ROGERS CORP COM 775133101 16,590 88,964 SH   SOLE   85,521 0 3,443
RPM INTERNATIONAL INC. COM 749685103 31,222 402,086 SH   SOLE   400,177 0 1,909
SJW GROUP COM 784305104 12,251 185,454 SH   SOLE   178,453 0 7,001
SKYLINE CHAMPION CORPORATION COM 830830105 51,438 856,436 SH   SOLE   839,555 0 16,881
SPX CORPORATION COM 784635104 35,373 661,805 SH   SOLE   636,428 0 25,377
STATE STREET CORP COM 857477103 34,554 407,864 SH   SOLE   407,864 0 0
SUNRUN INCORPORATION COM 86771W105 17,914 407,135 SH   SOLE   405,672 0 1,463
TELEDYNE TECHNOLOGIES INC COM 879360105 20,548 47,832 SH   SOLE   47,626 0 206
TENABLE HOLDINGS INC COM 88025T102 55,182 1,195,959 SH   SOLE   1,192,335 0 3,624
TERMINIX GLOBAL HLDGS INC COM 88087E100 27,120 650,824 SH   SOLE   647,900 0 2,924
TRUIST FINANCIAL CORP COM 89832Q109 4,910 83,725 SH   SOLE   83,725 0 0
URBAN EDGE PROPERTIES COM 91704F104 39,018 2,130,951 SH   SOLE   2,072,884 0 58,067
VALMONT INDUSTRIES, INC. COM 920253101 106,775 454,131 SH   SOLE   446,306 0 7,825
VONAGE HOLDINGS CORPORATION COM 92886T201 28,739 1,782,825 SH   SOLE   1,725,139 0 57,686
W.R. BERKLEY CORPORATION COM 084423102 22,096 301,934 SH   SOLE   300,411 0 1,523
WALT DISNEY CO COM 254687106 8,601 50,843 SH   SOLE   50,843 0 0
WEBSTER FINANCIAL CORPORATION COM 947890109 48,637 893,080 SH   SOLE   889,650 0 3,430
WOODWARD INC COM 980745103 25,416 224,525 SH   SOLE   224,525 0 0
XENIA HOTELS & RESORTS INC COM 984017103 25,239 1,422,734 SH   SOLE   1,376,126 0 46,608