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 19,829 497,223 SH   SOLE   474,347 0 22,876
AMALGAMATED FINL CORP COM 022671101 8,286 461,106 SH   SOLE   440,103 0 21,003
AMERICAN ASSETS TR COM 024013104 59,894 1,580,733 SH   SOLE   1,535,285 0 45,448
AMERICAN FINANCIAL GROUP, INC. COM 025932104 48,883 335,692 SH   SOLE   333,994 0 1,698
AMERICAN INTL GRP INC COM 026874784 6,467 103,024 SH   SOLE   103,024 0 0
AMETEK INC COM 031100100 13,474 101,172 SH   SOLE   101,172 0 0
APPLIED INDL TECHS COM 03820C105 23,187 225,859 SH   SOLE   216,968 0 8,891
ARCOSA INC COM 039653100 14,934 260,857 SH   SOLE   248,891 0 11,966
ASHLAND GLOBAL HOLDINGS INC COM 044186104 45,437 461,716 SH   SOLE   459,504 0 2,212
ATMOS ENERGY CORPORATION COM 049560105 15,908 133,129 SH   SOLE   133,129 0 0
AVANTOR INC COM 05352A100 24,198 715,490 SH   SOLE   715,490 0 0
BANKUNITED INC COM 06652K103 28,024 637,486 SH   SOLE   608,309 0 29,177
BARNES GROUP INC. COM 067806109 30,951 770,111 SH   SOLE   735,328 0 34,783
BIO-RAD LABORATORIES, INC. COM 090572207 16,058 28,511 SH   SOLE   28,334 0 177
BJS RESTAURANTS IN COM 09180C106 25,230 891,521 SH   SOLE   864,415 0 27,106
BLACK HILLS CORPORATION COM 092113109 44,943 583,524 SH   SOLE   567,404 0 16,120
BOOKING HLDGS INC COM 09857L108 7,762 3,305 SH   SOLE   3,305 0 0
CADENCE BK COM 12740C103 51,792 1,770,045 SH   SOLE   1,718,822 0 51,223
CANADIAN NATIONAL RAILWAY CO COM 136375102 1,076 8,023 SH   SOLE   8,023 0 0
CARLISLE COMPANIES INC COM 142339100 23,494 95,534 SH   SOLE   95,097 0 437
CENTRAL PAC FINL COM 154760409 32,956 1,181,214 SH   SOLE   1,127,084 0 54,130
CHAMPIONX CORP COM 15872M104 85,703 3,500,957 SH   SOLE   3,418,753 0 82,204
CIGNA CORP COM 125523100 240 1,000 SH   SOLE   1,000 0 0
CLARIVATE PLC COM G21810109 46,339 2,764,856 SH   SOLE   2,751,848 0 13,008
CLEAN HARBORS, INC. COM 184496107 79,403 711,238 SH   SOLE   691,401 0 19,837
CLEARWATER PAPER CORPORATION COM 18538R103 10,126 361,238 SH   SOLE   344,633 0 16,605
CORTEVA INC COM 22052L104 31,720 551,840 SH   SOLE   551,840 0 0
CVB FINANCIAL COM 126600105 33,620 1,448,499 SH   SOLE   1,393,021 0 55,478
DANAHER CORP COM 235851102 9,265 31,586 SH   SOLE   31,586 0 0
DZS INC COM 268211109 2,420 174,510 SH   SOLE   174,510 0 0
EAGLE MATERIALS INC. COM 26969P108 18,004 140,264 SH   SOLE   138,901 0 1,363
ENVESTNET INC COM 29404K106 25,555 343,294 SH   SOLE   327,495 0 15,799
ENVISTA HLDGS CORP COM 29415F104 84,334 1,731,346 SH   SOLE   1,704,667 0 26,679
EQUITY COMMONWEALTH COM 294628102 25,027 887,150 SH   SOLE   846,332 0 40,818
FIRST INTERSTATE B COM 32055Y201 46,644 1,268,543 SH   SOLE   1,225,029 0 43,514
G-III APPAREL GP COM 36237H101 52,490 1,940,484 SH   SOLE   1,892,161 0 48,323
H.B. FULLER COMPANY COM 359694106 22,570 341,609 SH   SOLE   325,976 0 15,633
HANCOCK WHITNEY CORPORATION COM 410120109 44,800 859,064 SH   SOLE   832,875 0 26,189
HAYWARD HLDGS INC COM 421298100 20,221 1,216,673 SH   SOLE   1,212,705 0 3,968
HERITAGE COMMERCE CORP COM 426927109 15,210 1,352,041 SH   SOLE   1,290,199 0 61,842
HIGHWOODS PROPERTIES, INC. COM 431284108 17,208 376,218 SH   SOLE   376,218 0 0
HOSTESS BRANDS INC COM 44109J106 31,130 1,418,849 SH   SOLE   1,353,566 0 65,283
HUMANA INC COM 444859102 2,557 5,875 SH   SOLE   5,875 0 0
JAMES RIVER GROUP HOLDINGS COM G5005R107 28,330 1,145,102 SH   SOLE   1,105,808 0 39,294
JAMF HLDG CORP COM 47074L105 3,823 109,834 SH   SOLE   109,834 0 0
JANUS INTERNATIONAL GROUP INC COM 47103N106 24,429 2,714,354 SH   SOLE   2,643,495 0 70,859
JOHNSON & JOHNSON COM 478160104 4,187 23,622 SH   SOLE   23,622 0 0
KAMAN CORPORATION COM 483548103 54,761 1,259,458 SH   SOLE   1,228,253 0 31,205
KIRBY CORP COM 497266106 77,611 1,075,092 SH   SOLE   1,047,979 0 27,113
LAMB WESTON HLDGS INC COM 513272104 34,779 580,517 SH   SOLE   578,220 0 2,297
LKQ CORPORATION COM 501889208 53,590 1,180,128 SH   SOLE   1,175,976 0 4,152
LPL FINL HLDGS INC COM 50212V100 39,493 216,186 SH   SOLE   215,213 0 973
LUCID GROUP INC COM 549498103 1,410 55,500 SH   SOLE   55,500 0 0
MADDEN(STEVEN)LTD COM 556269108 59,157 1,530,983 SH   SOLE   1,497,452 0 33,531
MARATHON OIL CORPORATION COM 565849106 6,756 269,062 SH   SOLE   269,062 0 0
MARRIOTT VACATIONS WORLDWIDE CORP COM 57164Y107 27,505 174,416 SH   SOLE   173,788 0 628
MASTERCARD INC COM 57636Q104 7,267 20,333 SH   SOLE   20,333 0 0
MAXLINEAR INC COM 57776J100 9,695 166,160 SH   SOLE   158,528 0 7,632
MICROCHIP TECH INC COM 595017104 18,103 240,924 SH   SOLE   240,924 0 0
MICROSOFT CORP COM 594918104 7,236 23,471 SH   SOLE   23,471 0 0
MORNINGSTAR INC COM 617700109 12,178 44,580 SH   SOLE   44,580 0 0
NEXTERA ENERGY INC COM 65339F101 14,653 172,975 SH   SOLE   172,975 0 0
NISOURCE INC. COM 65473P105 34,952 1,099,127 SH   SOLE   1,093,724 0 5,403
NOMAD FOODS LIMITED COM G6564A105 17,106 757,577 SH   SOLE   753,888 0 3,689
NORTHWEST NATURAL HOLDING COMPANY COM 66765N105 2,755 53,264 SH   SOLE   53,264 0 0
NVENT ELECTRIC PLC COM G6700G107 28,897 830,850 SH   SOLE   827,087 0 3,763
OCEANEERING INTERNATIONAL, INC. COM 675232102 14,264 940,910 SH   SOLE   898,193 0 42,717
OPEN LENDING CORP COM 68373J104 8,117 429,251 SH   SOLE   409,823 0 19,428
ORTHO CLINICAL DIAGNOSTICS HLD PLC COM G6829J107 30,307 1,624,180 SH   SOLE   1,616,499 0 7,681
PAYA HLDGS INC COM 70434P103 10,451 1,783,504 SH   SOLE   1,719,172 0 64,332
PIONEER NATURAL RESOURCES CO COM 723787107 40,948 163,772 SH   SOLE   162,946 0 826
PRIMO WTR CORP CDA COM 74167P108 16,488 1,157,050 SH   SOLE   1,119,476 0 37,574
PTC INC COM 69370C100 20,152 187,075 SH   SOLE   186,169 0 906
QUALCOMM INC COM 747525103 8,513 55,705 SH   SOLE   55,705 0 0
REGAL REXNORD CORPORATION COM 758750103 40,288 270,791 SH   SOLE   269,422 0 1,369
RH COM 74967X103 7,612 23,342 SH   SOLE   23,149 0 193
ROGERS CORP COM 775133101 12,268 45,154 SH   SOLE   43,078 0 2,076
RPM INTERNATIONAL INC. COM 749685103 27,677 339,847 SH   SOLE   337,978 0 1,869
SJW GROUP COM 784305104 27,502 395,253 SH   SOLE   377,246 0 18,007
SKYLINE CHAMPION CORPORATION COM 830830105 32,618 594,348 SH   SOLE   580,320 0 14,028
SPX CORPORATION COM 784635104 33,628 680,601 SH   SOLE   649,664 0 30,937
STATE STREET CORP COM 857477103 28,167 323,311 SH   SOLE   323,311 0 0
SUNRUN INCORPORATION COM 86771W105 10,183 335,300 SH   SOLE   333,837 0 1,463
TELEDYNE TECHNOLOGIES INC COM 879360105 19,988 42,292 SH   SOLE   42,086 0 206
TENABLE HOLDINGS INC COM 88025T102 57,783 999,879 SH   SOLE   996,255 0 3,624
TERMINIX GLOBAL HLDGS INC COM 88087E100 8,367 183,359 SH   SOLE   183,359 0 0
TRUIST FINANCIAL CORP COM 89832Q109 4,793 84,533 SH   SOLE   84,533 0 0
URBAN EDGE PROPERTIES COM 91704F104 37,987 1,988,872 SH   SOLE   1,922,494 0 66,378
VALMONT INDUSTRIES, INC. COM 920253101 86,108 360,887 SH   SOLE   353,152 0 7,735
VONTIER CORPORATION COM 928881101 28,475 1,121,507 SH   SOLE   1,117,291 0 4,216
W.R. BERKLEY CORPORATION COM 084423102 26,616 399,704 SH   SOLE   397,420 0 2,284
WALT DISNEY CO COM 254687106 5,108 37,241 SH   SOLE   37,241 0 0
WEBSTER FINANCIAL CORPORATION COM 947890109 49,821 887,757 SH   SOLE   884,183 0 3,574
WOODWARD INC COM 980745103 25,317 202,679 SH   SOLE   202,679 0 0
XENIA HOTELS & RESORTS INC COM 984017103 28,546 1,479,853 SH   SOLE   1,422,424 0 57,429