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 | 44,443 | 383,059 | SH | SOLE | 350,733 | 0 | 32,326 | ||
| Armstrong World Industries Inc | COM | 04247X102 | 11,693 | 100,694 | SH | SOLE | 63,355 | 0 | 37,339 | ||
| Belden Inc | COM | 077454106 | 27,202 | 413,839 | SH | SOLE | 411,281 | 0 | 2,558 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 10,700 | 58,529 | SH | SOLE | 36,852 | 0 | 21,677 | ||
| Clean Harbors Inc. | COM | 184496107 | 20,892 | 209,401 | SH | SOLE | 208,356 | 0 | 1,045 | ||
| CMC Materials Inc | COM | 12571T100 | 47,324 | 246,877 | SH | SOLE | 223,501 | 0 | 23,376 | ||
| Crane Co | COM | 224399105 | 46,549 | 457,575 | SH | SOLE | 413,700 | 0 | 43,875 | ||
| Darling Ingredients Inc. | COM | 237266101 | 69,539 | 1,003,591 | SH | SOLE | 911,314 | 0 | 92,277 | ||
| Dorman Products Inc | COM | 258278100 | 38,161 | 337,681 | SH | SOLE | 335,571 | 0 | 2,110 | ||
| Dycom Industries Inc | COM | 267475101 | 54,528 | 581,575 | SH | SOLE | 528,600 | 0 | 52,975 | ||
| Enerpac Tool Group | COM | 292765104 | 27,461 | 1,354,093 | SH | SOLE | 1,345,699 | 0 | 8,394 | ||
| First Horizon Corporation | COM | 320517105 | 7,731 | 473,405 | SH | SOLE | 299,826 | 0 | 173,579 | ||
| IDEX Corp. | COM | 45167R104 | 6,955 | 29,431 | SH | SOLE | 18,572 | 0 | 10,859 | ||
| Ingevity Corp | COM | 45688C107 | 28,716 | 400,496 | SH | SOLE | 398,019 | 0 | 2,477 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 19,848 | 634,118 | SH | SOLE | 630,184 | 0 | 3,934 | ||
| Malibu Boats Inc | COM | 56117J100 | 30,657 | 446,050 | SH | SOLE | 443,264 | 0 | 2,786 | ||
| MGP Ingredients Inc | COM | 55303J106 | 45,991 | 541,131 | SH | SOLE | 537,777 | 0 | 3,354 | ||
| Molina Healthcare Inc | COM | 60855R100 | 4,697 | 14,766 | SH | SOLE | 9,291 | 0 | 5,475 | ||
| Murphy USA Inc. | COM | 626755102 | 36,984 | 185,627 | SH | SOLE | 165,659 | 0 | 19,968 | ||
| Polaris Inc. | COM | 731068102 | 49,639 | 451,637 | SH | SOLE | 408,972 | 0 | 42,665 | ||
| Russell 2000 Index Fund | COM | 464287655 | 482 | 2,169 | SH | SOLE | 2,169 | 0 | 0 | ||
| Sanderson Farms Inc. | COM | 800013104 | 37,476 | 196,127 | SH | SOLE | 194,915 | 0 | 1,212 | ||
| SEI Investments Co | COM | 784117103 | 6,644 | 109,018 | SH | SOLE | 58,179 | 0 | 50,839 | ||
| Stepan Co | COM | 858586100 | 38,374 | 308,744 | SH | SOLE | 306,831 | 0 | 1,913 | ||
| Terminix Global Holdings Inc. | COM | 88087E100 | 41,323 | 913,609 | SH | SOLE | 822,290 | 0 | 91,319 | ||
| The Boston Beer Co Inc | COM | 100557107 | 5,705 | 11,294 | SH | SOLE | 7,103 | 0 | 4,191 | ||
| The Brink's Co. | COM | 109696104 | 53,136 | 810,377 | SH | SOLE | 736,069 | 0 | 74,308 | ||
| Thor Industries Inc. | COM | 885160101 | 54,781 | 527,911 | SH | SOLE | 475,082 | 0 | 52,829 | ||
| Timken Co. | COM | 887389104 | 53,592 | 773,441 | SH | SOLE | 706,177 | 0 | 67,264 | ||
| Univar Solutions USA Inc. | COM | 91336L107 | 52,786 | 1,861,957 | SH | SOLE | 1,656,766 | 0 | 205,191 | ||
| Watsco Inc | COM | 942622200 | 11,143 | 35,615 | SH | SOLE | 22,678 | 0 | 12,937 | ||
| Western Union Co. | COM | 959802109 | 7,772 | 435,664 | SH | SOLE | 273,860 | 0 | 161,804 | ||
| WestRock Co | COM | 96145D105 | 7,153 | 161,254 | SH | SOLE | 102,169 | 0 | 59,085 | ||