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 19,604 414,724 SH   SOLE   397,095 0 17,629
AMALGAMATED FINL CORP COM 022671101 3,740 189,063 SH   SOLE   181,026 0 8,037
AMERICAN ASSETS TR COM 024013104 42,185 1,420,368 SH   SOLE   1,384,206 0 36,162
AMERICAN FINANCIAL GROUP, INC. COM 025932104 43,733 315,057 SH   SOLE   313,545 0 1,512
AMERICAN INTL GRP INC COM 026874784 4,488 87,772 SH   SOLE   87,772 0 0
AMETEK INC COM 031100100 11,104 101,046 SH   SOLE   101,046 0 0
APPLIED INDL TECHS COM 03820C105 18,612 193,529 SH   SOLE   186,677 0 6,852
ARCOSA INC COM 039653100 20,727 446,418 SH   SOLE   433,379 0 13,039
ASHLAND GLOBAL HOLDINGS INC COM 044186104 43,746 424,511 SH   SOLE   422,299 0 2,212
ATMOS ENERGY CORPORATION COM 049560105 15,679 139,864 SH   SOLE   139,864 0 0
AVANTOR INC COM 05352A100 23,503 755,725 SH   SOLE   755,725 0 0
BARNES GROUP INC. COM 067806109 19,978 641,568 SH   SOLE   614,525 0 27,043
BIO-RAD LABORATORIES, INC. COM 090572207 22,448 45,349 SH   SOLE   45,110 0 239
BJS RESTAURANTS IN COM 09180C106 15,672 722,882 SH   SOLE   701,936 0 20,946
BLACK HILLS CORPORATION COM 092113109 38,875 534,222 SH   SOLE   521,479 0 12,743
BOOKING HLDGS INC COM 09857L108 7,960 4,551 SH   SOLE   4,551 0 0
BURLINGTON STORES INC. COM 122017106 11,818 86,750 SH   SOLE   86,750 0 0
CADENCE BK COM 12740C103 37,588 1,600,869 SH   SOLE   1,560,242 0 40,627
CANADIAN PAC RY LTD COM 13645T100 9,091 130,169 SH   SOLE   130,169 0 0
CARLISLE COMPANIES INC COM 142339100 22,564 94,564 SH   SOLE   94,127 0 437
CENTRAL PAC FINL COM 154760409 21,124 984,780 SH   SOLE   942,844 0 41,936
CHAMPIONX CORP COM 15872M104 63,577 3,202,885 SH   SOLE   3,137,215 0 65,670
CIENA CORPORATION COM 171779309 2,336 51,124 SH   SOLE   51,124 0 0
CIGNA CORP COM 125523100 264 1,000 SH   SOLE   1,000 0 0
CLARIVATE PLC COM G21810109 42,145 3,040,737 SH   SOLE   3,026,838 0 13,899
CLEAN HARBORS, INC. COM 184496107 60,965 695,390 SH   SOLE   679,411 0 15,979
CORTEVA INC COM 22052L104 25,501 471,026 SH   SOLE   471,026 0 0
CVB FINANCIAL COM 126600105 31,512 1,270,120 SH   SOLE   1,226,276 0 43,844
DANAHER CORP COM 235851102 10,517 41,483 SH   SOLE   41,483 0 0
DZS INC COM 268211109 2,643 162,472 SH   SOLE   162,472 0 0
EAGLE MATERIALS INC. COM 26969P108 15,013 136,557 SH   SOLE   135,194 0 1,363
ENVESTNET INC COM 29404K106 22,754 431,200 SH   SOLE   416,530 0 14,670
ENVISTA HLDGS CORP COM 29415F104 63,600 1,650,239 SH   SOLE   1,628,524 0 21,715
EQUITY COMMONWEALTH COM 294628102 20,363 739,682 SH   SOLE   708,209 0 31,473
FIRST INTERSTATE B COM 32055Y201 42,812 1,123,375 SH   SOLE   1,088,555 0 34,820
G-III APPAREL GP COM 36237H101 22,886 1,131,294 SH   SOLE   1,117,533 0 13,761
H.B. FULLER COMPANY COM 359694106 17,148 284,808 SH   SOLE   272,680 0 12,128
HANCOCK WHITNEY CORPORATION COM 410120109 31,274 705,478 SH   SOLE   685,239 0 20,239
HAYWARD HLDGS INC COM 421298100 14,940 1,038,234 SH   SOLE   1,034,266 0 3,968
HERITAGE COMMERCE CORP COM 426927109 12,047 1,126,967 SH   SOLE   1,079,107 0 47,860
HIGHWOODS PROPERTIES, INC. COM 431284108 12,853 375,925 SH   SOLE   375,925 0 0
HORACE MANN EDUCATORS CORPORATION COM 440327104 11,485 299,238 SH   SOLE   286,488 0 12,750
HOSTESS BRANDS INC COM 44109J106 25,102 1,183,519 SH   SOLE   1,133,171 0 50,348
HUMANA INC COM 444859102 9,976 21,313 SH   SOLE   21,313 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 785 4,637 SH   SOLE   4,637 0 0
JAMES RIVER GROUP HOLDINGS COM G5005R107 24,992 1,008,566 SH   SOLE   977,019 0 31,547
JAMF HLDG CORP COM 47074L105 7,319 295,460 SH   SOLE   295,460 0 0
JANUS INTERNATIONAL GROUP INC COM 47103N106 11,306 1,252,066 SH   SOLE   1,222,793 0 29,273
JOHNSON & JOHNSON COM 478160104 3,911 22,033 SH   SOLE   22,033 0 0
KAMAN CORPORATION COM 483548103 36,205 1,158,545 SH   SOLE   1,134,062 0 24,483
KIRBY CORP COM 497266106 61,195 1,005,832 SH   SOLE   984,260 0 21,572
LAMB WESTON HLDGS INC COM 513272104 54,966 769,182 SH   SOLE   766,434 0 2,748
LEMAITRE VASCULAR COM 525558201 21,017 461,403 SH   SOLE   441,814 0 19,589
LKQ CORPORATION COM 501889208 59,521 1,212,492 SH   SOLE   1,208,340 0 4,152
LPL FINL HLDGS INC COM 50212V100 39,571 214,502 SH   SOLE   213,529 0 973
LUCID GROUP INC COM 549498103 1,193 69,542 SH   SOLE   69,542 0 0
MADDEN(STEVEN)LTD COM 556269108 46,515 1,444,115 SH   SOLE   1,418,199 0 25,916
MARATHON OIL CORPORATION COM 565849106 4,972 221,195 SH   SOLE   221,195 0 0
MARRIOTT VACATIONS WORLDWIDE CORP COM 57164Y107 21,825 187,821 SH   SOLE   187,193 0 628
MASTERCARD INC COM 57636Q104 10,505 33,298 SH   SOLE   33,298 0 0
MATADOR RESOURCES COMPANY COM 576485205 14,425 309,611 SH   SOLE   296,471 0 13,140
MICROCHIP TECH INC COM 595017104 13,474 231,985 SH   SOLE   231,985 0 0
MICROSOFT CORP COM 594918104 8,996 35,028 SH   SOLE   35,028 0 0
MORNINGSTAR INC COM 617700109 12,525 51,793 SH   SOLE   51,793 0 0
NEXTERA ENERGY INC COM 65339F101 17,818 230,032 SH   SOLE   230,032 0 0
NISOURCE INC. COM 65473P105 32,051 1,086,835 SH   SOLE   1,081,432 0 5,403
NOMAD FOODS LIMITED COM G6564A105 14,969 748,812 SH   SOLE   745,123 0 3,689
NORTHWEST NATURAL HOLDING COMPANY COM 66765N105 12,561 236,560 SH   SOLE   227,571 0 8,989
NVENT ELECTRIC PLC COM G6700G107 25,586 816,662 SH   SOLE   812,899 0 3,763
OCEANEERING INTERNATIONAL, INC. COM 675232102 13,671 1,280,043 SH   SOLE   1,225,859 0 54,184
OLLIES BARGAIN OUTLET HLDGS INC COM 681116109 13,531 230,316 SH   SOLE   220,573 0 9,743
ONE GAS, INC. COM 68235P108 1,469 18,090 SH   SOLE   18,090 0 0
PAYA HLDGS INC COM 70434P103 10,004 1,522,679 SH   SOLE   1,472,668 0 50,011
PIONEER NATURAL RESOURCES CO COM 723787107 36,070 161,691 SH   SOLE   160,865 0 826
PRIMO WTR CORP CDA COM 74167P108 13,802 1,031,525 SH   SOLE   1,001,232 0 30,293
PROGRESSIVE CORP COM 743315103 6,327 54,413 SH   SOLE   54,413 0 0
PTC INC COM 69370C100 27,120 255,028 SH   SOLE   254,122 0 906
QUALCOMM INC COM 747525103 8,248 64,567 SH   SOLE   64,567 0 0
QUIDELORTHO CORP COM 219798105 15,469 159,181 SH   SOLE   158,371 0 810
REGAL REXNORD CORPORATION COM 758750103 30,546 269,084 SH   SOLE   267,715 0 1,369
RH COM 74967X103 5,294 24,939 SH   SOLE   24,746 0 193
RPM INTERNATIONAL INC. COM 749685103 26,470 336,257 SH   SOLE   334,388 0 1,869
SJW GROUP COM 784305104 20,375 326,477 SH   SOLE   312,589 0 13,888
SKYLINE CHAMPION CORPORATION COM 830830105 29,746 627,287 SH   SOLE   616,059 0 11,228
SPX CORPORATION COM 784635104 29,856 565,025 SH   SOLE   541,056 0 23,969
STATE STREET CORP COM 857477103 11,944 193,738 SH   SOLE   193,738 0 0
SUNRUN INCORPORATION COM 86771W105 8,509 364,252 SH   SOLE   362,789 0 1,463
TELEDYNE TECHNOLOGIES INC COM 879360105 16,671 44,444 SH   SOLE   44,238 0 206
TENABLE HOLDINGS INC COM 88025T102 47,637 1,049,047 SH   SOLE   1,045,423 0 3,624
TERMINIX GLOBAL HLDGS INC COM 88087E100 7,448 183,221 SH   SOLE   183,221 0 0
TRUIST FINANCIAL CORP COM 89832Q109 2,677 56,442 SH   SOLE   56,442 0 0
URBAN EDGE PROPERTIES COM 91704F104 26,760 1,759,393 SH   SOLE   1,705,872 0 53,521
VALMONT INDUSTRIES, INC. COM 920253101 63,759 283,838 SH   SOLE   278,497 0 5,341
VONTIER CORPORATION COM 928881101 27,225 1,184,199 SH   SOLE   1,179,983 0 4,216
W.R. BERKLEY CORPORATION COM 084423102 26,939 394,646 SH   SOLE   392,362 0 2,284
WALT DISNEY CO COM 254687106 3,863 40,921 SH   SOLE   40,921 0 0
WEBSTER FINANCIAL CORPORATION COM 947890109 39,328 933,039 SH   SOLE   929,465 0 3,574
WOODWARD INC COM 980745103 15,228 164,648 SH   SOLE   164,648 0 0
XENIA HOTELS & RESORTS INC COM 984017103 17,637 1,213,834 SH   SOLE   1,169,457 0 44,377