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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGCO Corp. COM 001084102   40,358,235 290,996 SH   SOLE   263,875 0 27,121
Armstrong World Industries Inc COM 04247X102   31,458,666 458,648 SH   SOLE   405,350 0 53,298
Belden Inc COM 077454106   32,631,815 453,850 SH   SOLE   451,104 0 2,746
Boot Barn Holdings Inc COM 099406100   3,261,106 52,161 SH   SOLE   23,821 0 28,340
Broadridge Financial Solutions COM 11133T103   8,183,271 61,010 SH   SOLE   27,821 0 33,189
Clean Harbors Inc. COM 184496107   14,591,041 127,857 SH   SOLE   127,186 0 671
Crane Holdings COM 224441105   46,290,173 460,828 SH   SOLE   414,122 0 46,706
Darling Ingredients Inc. COM 237266101   64,166,267 1,025,184 SH   SOLE   924,023 0 101,161
Dorman Products Inc COM 258278100   33,194,547 410,468 SH   SOLE   408,007 0 2,461
Dycom Industries Inc COM 267475101   54,407,808 581,280 SH   SOLE   523,913 0 57,367
Enerpac Tool Group COM 292765104   41,836,771 1,643,881 SH   SOLE   1,634,023 0 9,858
IDEX Corp. COM 45167R104   4,114,050 18,018 SH   SOLE   8,741 0 9,277
Ingevity Corp COM 45688C107   44,091,988 625,951 SH   SOLE   569,776 0 56,175
Live Oak Bancshares Inc COM 53803X105   11,294,256 373,982 SH   SOLE   371,741 0 2,241
Malibu Boats Inc COM 56117J100   23,036,953 432,213 SH   SOLE   429,595 0 2,618
MGP Ingredients Inc COM 55303J106   36,438,341 342,530 SH   SOLE   340,456 0 2,074
Murphy USA Inc. COM 626755102   45,662,020 163,347 SH   SOLE   144,742 0 18,605
Polaris Inc. COM 731068102   41,483,730 410,730 SH   SOLE   364,213 0 46,517
SEI Investments Co COM 784117103   5,113,318 87,707 SH   SOLE   19,917 0 67,790
Stepan Co COM 858586100   42,085,874 395,321 SH   SOLE   392,952 0 2,369
The Boston Beer Co Inc COM 100557107   41,602,889 126,253 SH   SOLE   111,462 0 14,791
The Brink's Co. COM 109696104   37,779,292 703,394 SH   SOLE   634,679 0 68,715
Thor Industries Inc. COM 885160101   32,347,465 428,500 SH   SOLE   377,494 0 51,006
Timken Co. COM 887389104   53,171,331 752,389 SH   SOLE   683,879 0 68,510
Trex Co COM 89531P105   5,424,843 128,156 SH   SOLE   58,543 0 69,613
Univar Solutions USA Inc. COM 91336L107   46,703,706 1,468,670 SH   SOLE   1,322,654 0 146,016
US Physical Therapy Inc COM 90337L108   23,109,108 285,192 SH   SOLE   283,499 0 1,693
Watsco Inc COM 942622200   7,012,380 28,117 SH   SOLE   13,228 0 14,889
WestRock Co COM 96145D105   6,768,616 192,509 SH   SOLE   88,806 0 103,703