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
GRAPHIC PACKAGING HLDG CO CS 388689101 34,543 1,771,429 SH   SOLE   1,637,901 0 133,528
DIGITALBRIDGE GROUP INC CL A C CS 25401T108 9,182 1,102,312 SH   SOLE   1,101,331 0 981
BERRY GLOBAL GROUP INC COM CS 08579W103 45,538 617,207 SH   SOLE   563,130 0 54,077
LKQ CORP CS 501889208 35,835 596,958 SH   SOLE   540,966 0 55,992
MARTEN TRANS LTD CS 573075108 7,931 462,203 SH   SOLE   425,912 0 36,291
KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 26,675 437,722 SH   SOLE   399,821 0 37,901
NORTHERN OIL AND GAS INC MN CO CS 665531307 7,646 371,507 SH   SOLE   371,229 0 278
CLEAN HARBORS INC CS 184496107 31,065 311,370 SH   SOLE   283,091 0 28,279
1 800 FLOWERS COM CS 68243Q106 6,973 298,393 SH   SOLE   298,197 0 196
SKECHERS U S A INC CS 830566105 12,483 287,632 SH   SOLE   268,212 0 19,420
MASCO CORP CS 574599106 18,440 262,604 SH   SOLE   229,248 0 33,356
MAXIMUS INC CS 577933104 20,276 254,496 SH   SOLE   233,651 0 20,845
CROWN HOLDINGS INC CS 228368106 23,656 213,850 SH   SOLE   192,570 0 21,280
AMERICAN HOMES 4 RENT CS 02665T306 8,912 204,361 SH   SOLE   170,472 0 33,889
RUSH ENTERPISES INC CS 781846209 11,299 203,075 SH   SOLE   202,831 0 244
WERNER ENTERPRISES INC CS 950755108 7,840 164,504 SH   SOLE   164,379 0 125
HUB GROUP INC CS 443320106 13,106 155,585 SH   SOLE   155,454 0 131
FB FINL CORP CS 30257X104 6,699 152,865 SH   SOLE   152,699 0 166
STEELCASE INC CS 858155203 1,735 148,037 SH   SOLE   147,686 0 351
DOLLAR GEN CORP NEW CS 256677105 33,906 143,772 SH   SOLE   128,164 0 15,608
PINNACLE FINL PARTNERS INC CS 72346Q104 12,929 135,385 SH   SOLE   121,003 0 14,382
PROGRESSIVE CORP OHIO CS 743315103 13,421 130,741 SH   SOLE   117,021 0 13,720
VERIZON COMMUNICATIONS CS 92343V104 6,124 117,869 SH   SOLE   98,351 0 19,518
PIONEER NAT RES CO CS 723787107 17,055 93,772 SH   SOLE   80,971 0 12,801
SKYLINE CORP CS 830830105 6,283 79,555 SH   SOLE   79,370 0 185
STONEX GROUP INC COM CS 861896108 4,078 66,582 SH   SOLE   66,425 0 157
FEDEX CORP CS 31428X106 15,214 58,823 SH   SOLE   53,103 0 5,720
ICF INTL INC CS 44925C103 5,967 58,191 SH   SOLE   58,050 0 141
LINDBLAD EXPEDITIONS HLDGS I CS 535219109 755 48,398 SH   SOLE   48,288 0 110
ACADIA HEALTHCARE COMPANY IN CS 00404A109 1,423 23,441 SH   SOLE   23,387 0 54
AUTOZONE INC CS 053332102 27,774 13,248 SH   SOLE   11,631 0 1,617
GENERAC HLDGS INC CS 368736104 2,917 8,289 SH   SOLE   8,269 0 20