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 | 35,770 | 362,415 | SH | SOLE | 329,410 | 0 | 33,005 | ||
| Armstrong World Industries Inc | COM | 04247X102 | 8,087 | 107,880 | SH | SOLE | 67,838 | 0 | 40,042 | ||
| Belden Inc | COM | 077454106 | 21,861 | 410,384 | SH | SOLE | 407,783 | 0 | 2,601 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 10,761 | 75,487 | SH | SOLE | 46,870 | 0 | 28,617 | ||
| Clean Harbors Inc. | COM | 184496107 | 17,928 | 204,498 | SH | SOLE | 203,453 | 0 | 1,045 | ||
| CMC Materials Inc | COM | 12571T100 | 40,330 | 231,130 | SH | SOLE | 205,191 | 0 | 25,939 | ||
| Crane Holdings | COM | 224441105 | 40,111 | 458,099 | SH | SOLE | 412,764 | 0 | 45,335 | ||
| Darling Ingredients Inc. | COM | 237266101 | 55,043 | 920,450 | SH | SOLE | 833,368 | 0 | 87,082 | ||
| Dorman Products Inc | COM | 258278100 | 35,844 | 326,713 | SH | SOLE | 324,603 | 0 | 2,110 | ||
| Dycom Industries Inc | COM | 267475101 | 59,304 | 637,406 | SH | SOLE | 577,073 | 0 | 60,333 | ||
| Enerpac Tool Group | COM | 292765104 | 32,422 | 1,704,606 | SH | SOLE | 1,693,700 | 0 | 10,906 | ||
| IDEX Corp. | COM | 45167R104 | 8,306 | 45,730 | SH | SOLE | 28,752 | 0 | 16,978 | ||
| Ingevity Corp | COM | 45688C107 | 29,615 | 469,032 | SH | SOLE | 466,067 | 0 | 2,965 | ||
| Malibu Boats Inc | COM | 56117J100 | 22,909 | 434,618 | SH | SOLE | 431,832 | 0 | 2,786 | ||
| MGP Ingredients Inc | COM | 55303J106 | 40,232 | 401,963 | SH | SOLE | 399,426 | 0 | 2,537 | ||
| Murphy USA Inc. | COM | 626755102 | 44,507 | 191,123 | SH | SOLE | 170,968 | 0 | 20,155 | ||
| Polaris Inc. | COM | 731068102 | 43,739 | 440,567 | SH | SOLE | 397,902 | 0 | 42,665 | ||
| SEI Investments Co | COM | 784117103 | 6,294 | 116,516 | SH | SOLE | 58,772 | 0 | 57,744 | ||
| Stepan Co | COM | 858586100 | 35,825 | 353,481 | SH | SOLE | 351,241 | 0 | 2,240 | ||
| The Boston Beer Co Inc | COM | 100557107 | 27,322 | 90,180 | SH | SOLE | 77,489 | 0 | 12,691 | ||
| The Brink's Co. | COM | 109696104 | 47,038 | 774,800 | SH | SOLE | 702,419 | 0 | 72,381 | ||
| Thor Industries Inc. | COM | 885160101 | 35,691 | 477,600 | SH | SOLE | 425,327 | 0 | 52,273 | ||
| Timken Co. | COM | 887389104 | 44,582 | 840,370 | SH | SOLE | 761,257 | 0 | 79,113 | ||
| Univar Solutions USA Inc. | COM | 91336L107 | 41,716 | 1,677,346 | SH | SOLE | 1,512,633 | 0 | 164,713 | ||
| Watsco Inc | COM | 942622200 | 9,241 | 38,694 | SH | SOLE | 24,351 | 0 | 14,343 | ||
| Western Union Co. | COM | 959802109 | 5,742 | 348,608 | SH | SOLE | 219,413 | 0 | 129,195 | ||
| WestRock Co | COM | 96145D105 | 6,451 | 161,930 | SH | SOLE | 102,845 | 0 | 59,085 | ||