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 | 48,684 | 333,385 | SH | SOLE | 301,329 | 0 | 32,056 | ||
| Armstrong World Industries Inc | COM | 04247X102 | 9,707 | 107,845 | SH | SOLE | 67,803 | 0 | 40,042 | ||
| Belden Inc | COM | 077454106 | 19,180 | 346,202 | SH | SOLE | 344,012 | 0 | 2,190 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 9,826 | 63,107 | SH | SOLE | 39,710 | 0 | 23,397 | ||
| Clean Harbors Inc. | COM | 184496107 | 22,840 | 204,589 | SH | SOLE | 203,544 | 0 | 1,045 | ||
| CMC Materials Inc | COM | 12571T100 | 41,455 | 223,600 | SH | SOLE | 200,357 | 0 | 23,243 | ||
| Crane Co | COM | 224399105 | 46,761 | 431,854 | SH | SOLE | 389,346 | 0 | 42,508 | ||
| Darling Ingredients Inc. | COM | 237266101 | 72,941 | 907,455 | SH | SOLE | 818,825 | 0 | 88,630 | ||
| Dorman Products Inc | COM | 258278100 | 31,088 | 327,142 | SH | SOLE | 325,032 | 0 | 2,110 | ||
| Dycom Industries Inc | COM | 267475101 | 53,823 | 565,016 | SH | SOLE | 512,041 | 0 | 52,975 | ||
| Enerpac Tool Group | COM | 292765104 | 34,422 | 1,572,483 | SH | SOLE | 1,562,518 | 0 | 9,965 | ||
| IDEX Corp. | COM | 45167R104 | 8,765 | 45,715 | SH | SOLE | 28,737 | 0 | 16,978 | ||
| Ingevity Corp | COM | 45688C107 | 28,572 | 445,953 | SH | SOLE | 443,169 | 0 | 2,784 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 16,210 | 589,034 | SH | SOLE | 585,249 | 0 | 3,785 | ||
| LHC Group Inc | COM | 50187A107 | 7,120 | 42,231 | SH | SOLE | 26,487 | 0 | 15,744 | ||
| Malibu Boats Inc | COM | 56117J100 | 25,244 | 435,170 | SH | SOLE | 432,384 | 0 | 2,786 | ||
| MGP Ingredients Inc | COM | 55303J106 | 44,502 | 519,946 | SH | SOLE | 516,592 | 0 | 3,354 | ||
| Murphy USA Inc. | COM | 626755102 | 39,016 | 195,120 | SH | SOLE | 173,649 | 0 | 21,471 | ||
| Polaris Inc. | COM | 731068102 | 46,442 | 440,963 | SH | SOLE | 398,298 | 0 | 42,665 | ||
| Sanderson Farms Inc. | COM | 800013104 | 35,347 | 188,528 | SH | SOLE | 187,316 | 0 | 1,212 | ||
| SEI Investments Co | COM | 784117103 | 6,597 | 109,568 | SH | SOLE | 58,729 | 0 | 50,839 | ||
| Stepan Co | COM | 858586100 | 34,970 | 353,915 | SH | SOLE | 351,675 | 0 | 2,240 | ||
| The Boston Beer Co Inc | COM | 100557107 | 8,931 | 22,990 | SH | SOLE | 14,447 | 0 | 8,543 | ||
| The Brink's Co. | COM | 109696104 | 51,119 | 751,744 | SH | SOLE | 680,063 | 0 | 71,681 | ||
| Thor Industries Inc. | COM | 885160101 | 37,633 | 478,187 | SH | SOLE | 425,914 | 0 | 52,273 | ||
| Timken Co. | COM | 887389104 | 50,311 | 828,849 | SH | SOLE | 754,090 | 0 | 74,759 | ||
| Traeger Inc | COM | 89269P103 | 15,611 | 2,098,194 | SH | SOLE | 2,085,301 | 0 | 12,893 | ||
| Univar Solutions USA Inc. | COM | 91336L107 | 53,956 | 1,678,788 | SH | SOLE | 1,514,075 | 0 | 164,713 | ||
| Watsco Inc | COM | 942622200 | 11,784 | 38,682 | SH | SOLE | 24,339 | 0 | 14,343 | ||
| Western Union Co. | COM | 959802109 | 6,531 | 348,511 | SH | SOLE | 219,316 | 0 | 129,195 | ||
| WestRock Co | COM | 96145D105 | 7,614 | 161,887 | SH | SOLE | 102,802 | 0 | 59,085 | ||