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
1ST SOURCE CORP COM COM 336901103 12,658 273,678 SH   SOLE   270,232 0 3,446
ACI WORLDWIDE INC COM COM 004498101 42,376 1,345,699 SH   SOLE   1,332,821 0 12,878
AEROJET ROCKETDYNE HLD COM COM 007800105 55,105 1,400,392 SH   SOLE   1,370,030 0 30,362
AIR LEASE CORP CL A COM 00912X302 48,727 1,091,324 SH   SOLE   1,081,130 0 10,194
ALEXANDER & BALDWIN IN COM COM 014491104 53,862 2,322,629 SH   SOLE   2,300,532 0 22,097
ALLISON TRANSMISSION H COM COM 01973R101 20,641 498,739 SH   SOLE   469,580 0 29,159
AMERCO COM COM 023586100 68,383 132,849 SH   SOLE   130,116 0 2,733
AMERICAN CAMPUS CMNTYS COM COM 024835100 21,413 410,372 SH   SOLE   389,251 0 21,121
AMERICAN EXPRESS CO COM 025816109 224 1,200 SH   SOLE   1,200 0 0
AMERICAN FINL GROUP COM 025932104 17,225 127,851 SH   SOLE   120,734 0 7,117
AMERICOLD RLTY TR COM COM 03064D108 17,235 618,170 SH   SOLE   584,920 0 33,250
ASSURED GUARANTY LTD COM COM G0585R106 26,696 419,354 SH   SOLE   415,512 0 3,842
AVISTA CORP COM COM 05379B107 17,125 379,279 SH   SOLE   357,854 0 21,425
BAKER HUGHES COMPANY CL A COM 05722G100 29,403 807,563 SH   SOLE   762,955 0 44,608
BJS WHSL CLUB HLDGS IN COM COM 05550J101 25,316 374,437 SH   SOLE   353,466 0 20,971
BLOOMIN BRANDS INC COM COM 094235108 10,282 468,653 SH   SOLE   464,652 0 4,001
BOK FINL CORP COM NEW COM 05561Q201 21,800 232,034 SH   SOLE   219,363 0 12,671
CAMDEN PPTY TR SH BEN INT COM 133131102 11,581 69,681 SH   SOLE   65,931 0 3,750
CARLISLE COS INC COM COM 142339100 13,204 53,691 SH   SOLE   50,686 0 3,005
CARTER INC COM COM 146229109 12,360 134,357 SH   SOLE   133,019 0 1,338
CHANGE HEALTHCARE INC COM COM 15912k100 31,817 1,459,505 SH   SOLE   1,445,934 0 13,571
CITIZENS FINL GRP INC COM COM 174610105 21,422 472,573 SH   SOLE   445,540 0 27,033
COGNIZANT TECH SOLUTNS CL A COM 192446102 22,169 247,221 SH   SOLE   233,410 0 13,811
CURTISS WRIGHT CORP COM COM 231561101 17,844 118,834 SH   SOLE   113,024 0 5,810
DENTSPLY SIRONA INC COM COM 24906P109 19,910 404,504 SH   SOLE   383,007 0 21,497
EBAY INC COM COM 278642103 15,509 270,850 SH   SOLE   256,572 0 14,278
EMCOR GROUP INC COM 29084Q100 18,268 162,198 SH   SOLE   159,974 0 2,224
ENCOMPASS HEALTH CORP COM COM 29261A100 67,825 953,801 SH   SOLE   928,607 0 25,194
EVO PMTS INC CL A COM COM 26927E104 30,200 1,307,925 SH   SOLE   1,295,835 0 12,090
FIDELITY NATL FIN INC CL A COM 31620R303 15,573 318,849 SH   SOLE   301,918 0 16,931
FIRST AMERN FINL CORP COM COM 31847R102 17,829 275,059 SH   SOLE   272,232 0 2,827
FIRST CTZNS BANCSHS NC CL A COM 31946M103 34,809 52,297 SH   SOLE   51,815 0 482
FIRST HAWAIIAN INC COM COM 32051X108 44,565 1,597,882 SH   SOLE   1,582,747 0 15,135
FMC CORP COM 302491303 29,412 223,543 SH   SOLE   210,905 0 12,638
FRONTDOOR INC COM COM 35905A109 32,229 1,079,705 SH   SOLE   1,069,923 0 9,782
GENERAL DYNAMICS CORP COM 369550108 11,824 49,028 SH   SOLE   46,546 0 2,482
GENTEX CORP COM COM 371901109 11,816 405,048 SH   SOLE   401,232 0 3,816
GLOBAL PMTS INC COM COM 37940X102 21,778 159,145 SH   SOLE   150,429 0 8,716
GMS INC COM COM 36251C103 14,947 300,317 SH   SOLE   297,454 0 2,863
GRAND CANYON ED INC COM COM 38526M106 48,636 462,427 SH   SOLE   457,660 0 4,767
HILLMAN SOLUTIONS CORP COM COM 431636109 38,971 3,280,447 SH   SOLE   3,250,658 0 29,789
INGREDION INC COM COM 457187102 18,516 212,457 SH   SOLE   200,868 0 11,589
INSPERITY INC COM COM 45778Q107 57,364 571,248 SH   SOLE   566,094 0 5,154
INTERNATIONAL BNCSHRS COM COM 459044103 22,738 461,998 SH   SOLE   457,130 0 4,868
INTERPUBLIC GROUP COM 460690100 22,959 600,612 SH   SOLE   563,649 0 36,963
INTUIT INC COM 461202103 240 500 SH   SOLE   500 0 0
ISHARES TR S&P 500 INDEX COM 464287200 1,132 2,495 SH   SOLE   2,495 0 0
LANTHEUS HLDGS INC COM COM 516544103 22,033 398,361 SH   SOLE   394,654 0 3,707
LESLIES INC COM COM 527064109 11,968 589,966 SH   SOLE   586,259 0 31,929
LKQ CORP COM COM 501889208 24,220 533,362 SH   SOLE   504,159 0 29,203
LOEWS CORP COM COM 540424108 23,081 356,075 SH   SOLE   336,702 0 19,373
LPL FINL HLDGS INC COM COM 50212V100 23,829 130,441 SH   SOLE   129,104 0 1,337
MARCUS & MILLICHAP INC COM COM 566324109 60,887 1,155,798 SH   SOLE   1,144,909 0 10,889
MAXAR TECHNOLOGIES INC COM COM 57778K105 77,151 1,955,159 SH   SOLE   1,937,498 0 17,661
MAXIMUS INC COM COM 577933104 21,261 283,671 SH   SOLE   280,500 0 3,171
MICROSOFT CORP COM 594918104 367 1,190 SH   SOLE   1,190 0 0
NATIONAL INSTRS CORP COM COM 636518102 16,330 402,315 SH   SOLE   380,161 0 22,154
NORTHERN TRUST COM 665859104 12,090 103,822 SH   SOLE   98,276 0 5,546
PAR TECHNOLOGY CORP COM COM 698884103 22,361 554,297 SH   SOLE   549,100 0 5,197
PREMIER INC CL A COM 74051N102 36,020 1,012,088 SH   SOLE   1,002,622 0 9,466
PROGRESSIVE CORP-OHIO- COM 743315103 19,936 157,348 SH   SOLE   148,611 0 8,737
RYMAN HOSPITALITY PPTY COM COM 78377T107 29,462 317,164 SH   SOLE   314,604 0 2,560
SEALED AIR CORP COM 81211K100 16,038 239,530 SH   SOLE   226,498 0 13,032
SEI INVESTMENTS CO COM COM 784117103 16,752 278,230 SH   SOLE   263,461 0 14,769
SENSATA TECHNOLOGIES H SHS COM G8060N102 11,098 218,247 SH   SOLE   206,968 0 11,279
SIGNATURE BK NEW YORK COM COM 82669G104 14,377 48,986 SH   SOLE   46,312 0 2,674
SNAP-ON INC COM 833034101 15,370 74,797 SH   SOLE   70,612 0 4,185
SOTERA HEALTH CO COM COM 83601L102 30,104 1,389,843 SH   SOLE   1,377,319 0 12,524
STANLEY BLACK & DECKER, INC COM 854502101 15,325 109,628 SH   SOLE   103,771 0 5,857
SWITCH INC CL A COM 87105L104 36,005 1,168,227 SH   SOLE   1,157,179 0 11,048
SYNEOS HEALTH INC CL A COM 87166b102 19,186 237,005 SH   SOLE   234,796 0 2,209
THOR INDS INC COM COM 885160101 23,556 299,308 SH   SOLE   296,505 0 2,803
TRINET GROUP INC COM COM 896288107 40,201 408,717 SH   SOLE   404,907 0 3,810
UGI CORP COM 902681105 12,129 334,871 SH   SOLE   317,246 0 17,625
VENTAS INC COM COM 92276F100 22,140 358,487 SH   SOLE   338,282 0 20,205
VISTRA ENERGY CORP COM COM 92840M102 28,899 1,242,985 SH   SOLE   1,173,428 0 69,557
WEYERHAEUSER CO COM 962166104 16,742 441,762 SH   SOLE   417,967 0 23,795
WHITE MTNS INS GRP LTD COM COM G9618E107 64,295 14,880 SH   SOLE   13,527 0 1,353
WINTRUST FINL CORP COM COM 97650W108 44,297 476,669 SH   SOLE   472,183 0 4,486
ZIMMER BIOMET HOLDINGS INC COM 98956P102 21,110 165,045 SH   SOLE   156,068 0 8,977
ZIMVIE INC COM COM 98888T107 375 16,443 SH   SOLE   15,549 0 894