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
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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
1ST SOURCE CORP COM COM 336901103   13,098,815 238,377 SH   SOLE   235,822 0 2,555
ACI WORLDWIDE INC COM COM 004498101   69,330,798 2,265,712 SH   SOLE   2,249,674 0 16,038
ADAPTHEALTH CORP COMMON STOCK COM 00653Q102   29,638,919 4,065,695 SH   SOLE   4,039,117 0 26,578
AFFILIATED MNGRS GRP COM COM 008252108   17,005,949 112,310 SH   SOLE   104,536 0 7,774
AIR LEASE CORP CL A COM 00912X302   58,811,720 1,402,282 SH   SOLE   1,392,210 0 10,072
ALEXANDER & BALDWIN IN COM COM 014491104   46,870,126 2,464,255 SH   SOLE   2,444,737 0 19,518
ALLISON TRANSMISSION H COM COM 01973R101   11,862,888 204,005 SH   SOLE   190,398 0 13,607
AMERICAN EXPRESS CO COM 025816109   206,074 1,100 SH   SOLE   1,100 0 0
AMERICAN FINL GROUP COM 025932104   11,001,895 92,538 SH   SOLE   86,202 0 6,336
AMERICOLD RLTY TR COM COM 03064D108   15,571,092 514,407 SH   SOLE   479,836 0 34,571
ASGN INC COM COM 00191U102   52,255,793 543,369 SH   SOLE   538,940 0 4,429
ASSURED GUARANTY LTD COM COM G0585R106   66,882,150 893,788 SH   SOLE   886,724 0 7,064
AVANTOR INC COM COM 05352A100   14,533,421 636,593 SH   SOLE   593,253 0 43,340
BAKER HUGHES COMPANY CL A COM 05722G100   12,227,969 357,752 SH   SOLE   333,827 0 23,925
BJS WHSL CLUB HLDGS IN COM COM 05550J101   12,144,432 182,185 SH   SOLE   170,320 0 11,864
BOK FINL CORP COM NEW COM 05561Q201   12,804,234 149,495 SH   SOLE   139,344 0 10,151
CAMDEN PPTY TR SH BEN INT COM 133131102   9,707,582 97,770 SH   SOLE   91,338 0 6,432
CARTER INC COM COM 146229109   46,909,609 626,380 SH   SOLE   621,717 0 4,663
CHARLES RIV LABORATORIES INTL COM 159864107   17,232,321 72,895 SH   SOLE   67,950 0 4,944
COGNIZANT TECH SOLUTNS CL A COM 192446102   16,534,159 218,909 SH   SOLE   203,788 0 15,120
EAGLE MATERIALS INC COM COM 26969P108   9,275,597 45,729 SH   SOLE   42,630 0 3,098
ELEMENT SOLUTIONS INC COM COM 28618M106   36,187,050 1,563,831 SH   SOLE   1,551,141 0 12,690
ENCOMPASS HEALTH CORP COM COM 29261A100   48,865,403 732,395 SH   SOLE   712,711 0 19,684
EURONET WORLDWIDE INC COM COM 298736109   54,177,913 533,825 SH   SOLE   529,796 0 4,029
FIDELITY NATL FIN INC CL A COM 31620R303   17,180,891 336,748 SH   SOLE   314,236 0 22,512
FIDELITY NATL INFO SVC COM COM 31620M106   14,505,495 241,477 SH   SOLE   225,179 0 16,297
FIRST AMERN FINL CORP COM COM 31847R102   35,619,556 552,755 SH   SOLE   548,559 0 4,197
FIRST CTZNS BANCSHS NC CL A COM 31946M103   80,602,098 56,803 SH   SOLE   56,359 0 444
FIRST HAWAIIAN INC COM COM 32051X108   51,458,062 2,251,009 SH   SOLE   2,234,074 0 16,935
FMC CORP COM 302491303   7,561,693 119,932 SH   SOLE   111,631 0 8,301
FORMFACTOR INC COM COM 346375108   31,086,430 745,299 SH   SOLE   739,190 0 6,109
FRONTDOOR INC COM COM 35905A109   69,880,808 1,984,123 SH   SOLE   1,968,508 0 15,615
GENTEX CORP COM COM 371901109   31,985,728 979,355 SH   SOLE   971,825 0 7,530
GLOBAL PMTS INC COM COM 37940X102   15,947,185 125,568 SH   SOLE   116,978 0 8,590
GMS INC COM COM 36251C103   39,410,482 478,108 SH   SOLE   474,296 0 3,812
GRAND CANYON ED INC COM COM 38526M106   39,755,221 301,085 SH   SOLE   298,532 0 2,552
GXO LOGISTICS INCORPOR COMMON COM 36262G101   33,093,325 541,094 SH   SOLE   536,900 0 4,195
HILLMAN SOLUTIONS CORP COM COM 431636109   61,869,262 6,717,618 SH   SOLE   6,667,748 0 49,870
INSPERITY INC COM COM 45778Q107   103,460,826 882,621 SH   SOLE   865,987 0 16,634
INTERCONTINENTAL EXCHANGE INC COM 45866F104   17,492,995 136,206 SH   SOLE   126,912 0 9,294
INTERNATIONAL BNCSHRS COM COM 459044103   33,765,422 621,602 SH   SOLE   616,449 0 5,153
INTERPUBLIC GROUP COM 460690100   10,412,253 319,003 SH   SOLE   297,496 0 21,507
INTUIT INC COM 461202103   312,515 500 SH   SOLE   500 0 0
ISHARES TR RUSSELL MCP VL COM 464287473   1,072,775 9,225 SH   SOLE   9,225 0 0
ISHARES TR S&P 500 INDEX COM 464287200   1,072,279 2,245 SH   SOLE   2,245 0 0
LANTHEUS HLDGS INC COM COM 516544103   84,088,899 1,356,273 SH   SOLE   1,332,847 0 23,425
LESLIES INC COM COM 527064109   11,277,390 1,632,039 SH   SOLE   1,519,453 0 112,586
LIVE NATION INC COM COM 538034109   18,881,108 201,721 SH   SOLE   188,166 0 13,555
LKQ CORP COM COM 501889208   11,873,042 248,442 SH   SOLE   231,416 0 17,026
LOEWS CORP COM COM 540424108   8,100,579 116,404 SH   SOLE   108,564 0 7,840
LPL FINL HLDGS INC COM COM 50212V100   16,984,943 74,620 SH   SOLE   73,860 0 760
M&T BANK CORP COM 55261F104   12,449,656 90,820 SH   SOLE   84,834 0 5,987
MARCUS & MILLICHAP INC COM COM 566324109   63,668,350 1,457,609 SH   SOLE   1,446,512 0 11,097
MAXIMUS INC COM COM 577933104   19,090,498 227,647 SH   SOLE   225,278 0 2,369
MICROSOFT CORP COM 594918104   338,436 900 SH   SOLE   900 0 0
MODINE MFG CO COM COM 607828100   41,128,576 688,921 SH   SOLE   683,605 0 5,316
NORTHERN TRUST COM 665859104   9,553,943 113,225 SH   SOLE   105,800 0 7,425
PAR TECHNOLOGY CORP COM COM 698884103   37,352,080 857,880 SH   SOLE   851,055 0 6,824
PREMIER INC CL A COM 74051N102   371,400 16,610 SH   SOLE   16,610 0 0
PROGRESSIVE CORP-OHIO- COM 743315103   7,116,385 44,678 SH   SOLE   41,644 0 3,035
RYMAN HOSPITALITY PPTY COM COM 78377T107   48,182,940 437,788 SH   SOLE   434,077 0 3,711
SEALED AIR CORP COM 81211K100   11,086,330 303,569 SH   SOLE   282,640 0 20,929
SENSATA TECHNOLOGIES H SHS COM G8060N102   11,280,556 300,254 SH   SOLE   280,226 0 20,028
SILICON MOTION TECH CP SPONSOR COM 82706C108   42,934,844 700,748 SH   SOLE   695,336 0 5,412
SNAP-ON INC COM 833034101   9,438,219 32,676 SH   SOLE   30,462 0 2,214
SPDR SER TR PORTFOLIO SHORT COM 78464A474   282,910 9,500 SH   SOLE   9,500 0 0
SPROUTS FMRS MKT INC COM COM 85208M102   35,659,649 741,211 SH   SOLE   735,467 0 5,743
SS&C TECHNOLOGIES HLDG COM COM 78467J100   20,731,520 339,249 SH   SOLE   316,922 0 22,327
STANLEY BLACK & DECKER, INC COM 854502101   7,409,489 75,530 SH   SOLE   70,277 0 5,253
THOR INDS INC COM COM 885160101   35,007,291 296,045 SH   SOLE   293,398 0 2,647
TRANSUNION COM COM 89400J107   14,654,017 213,273 SH   SOLE   199,360 0 13,913
TRINET GROUP INC COM COM 896288107   25,394,500 213,525 SH   SOLE   211,750 0 1,775
U HAUL HOLDING CO COM 023586506   107,460,450 1,525,560 SH   SOLE   1,495,884 0 29,676
UGI CORP COM 902681105   11,833,573 481,040 SH   SOLE   447,592 0 33,448
VENTAS INC COM COM 92276F100   11,546,754 231,676 SH   SOLE   215,700 0 15,976
VISTRA ENERGY CORP COM COM 92840M102   14,109,265 366,284 SH   SOLE   341,688 0 24,596
WEYERHAEUSER CO COM 962166104   10,390,752 298,842 SH   SOLE   278,611 0 20,231
WHITE MTNS INS GRP LTD COM COM G9618E107   56,917,802 37,819 SH   SOLE   36,970 0 848
WINTRUST FINL CORP COM COM 97650W108   66,418,703 716,105 SH   SOLE   710,447 0 5,658
ZIMMER BIOMET HOLDINGS INC COM 98956P102   8,996,986 73,928 SH   SOLE   69,026 0 4,901