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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACI WORLDWIDE INC COM COM 004498101   73,049,685 1,407,815 SH   SOLE   1,382,954 0 24,861
ADAPTHEALTH CORP COMMON STOCK COM 00653Q102   59,660,445 6,266,854 SH   SOLE   6,174,037 0 92,817
AFFILIATED MNGRS GRP COM COM 008252108   13,838,262 74,834 SH   SOLE   70,655 0 4,179
AIR LEASE CORP CL A COM 00912X302   76,450,933 1,585,790 SH   SOLE   1,560,469 0 25,321
ALEXANDER & BALDWIN IN COM COM 014491104   43,814,519 2,469,815 SH   SOLE   2,421,512 0 48,303
ALLISON TRANSMISSION H COM COM 01973R101   11,079,732 102,533 SH   SOLE   96,713 0 5,820
AMERICAN FINL GROUP COM 025932104   8,652,260 63,187 SH   SOLE   59,663 0 3,524
AMERICOLD RLTY TR COM COM 03064D108   9,729,396 454,645 SH   SOLE   429,709 0 24,936
AMN HEALTHCARE SVCS IN COM COM 001744101   12,341,310 515,941 SH   SOLE   506,681 0 9,261
ASGN INC COM COM 00191U102   48,936,628 587,193 SH   SOLE   576,722 0 10,471
ASSURED GUARANTY LTD COM COM G0585R106   90,530,647 1,005,784 SH   SOLE   988,660 0 17,124
AVANTOR INC COM COM 05352A100   11,615,323 551,273 SH   SOLE   520,210 0 31,063
AXCELIS TECHNOLOGIES I COM COM 054540208   72,393,144 1,036,112 SH   SOLE   1,018,186 0 17,926
BAKER HUGHES COMPANY CL A COM 05722G100   10,236,972 249,561 SH   SOLE   235,700 0 13,861
BJS WHSL CLUB HLDGS IN COM COM 05550J101   8,703,807 97,413 SH   SOLE   92,003 0 5,410
BOK FINL CORP COM NEW COM 05561Q201   8,366,543 78,596 SH   SOLE   74,069 0 4,527
CAMDEN PPTY TR SH BEN INT COM 133131102   10,592,798 91,286 SH   SOLE   86,266 0 5,020
CARTER INC COM COM 146229109   25,348,065 467,763 SH   SOLE   459,426 0 8,337
CHARLES RIV LABORATORIES INTL COM 159864107   9,354,861 50,676 SH   SOLE   47,979 0 2,698
COGNIZANT TECH SOLUTNS CL A COM 192446102   8,230,911 107,034 SH   SOLE   100,930 0 6,104
DOLLAR GEN CORP COM COM 256677105   5,328,759 70,282 SH   SOLE   66,425 0 3,856
EAGLE MATERIALS INC COM COM 26969P108   7,702,593 31,215 SH   SOLE   29,518 0 1,697
ELEMENT SOLUTIONS INC COM COM 28618M106   32,427,341 1,275,161 SH   SOLE   1,252,142 0 23,019
ENCOMPASS HEALTH CORP COM COM 29261A100   60,611,155 656,320 SH   SOLE   640,007 0 16,313
EURONET WORLDWIDE INC COM COM 298736109   64,496,048 627,149 SH   SOLE   617,099 0 10,050
FIDELITY NATL FIN INC CL A COM 31620R303   9,541,919 169,967 SH   SOLE   160,157 0 9,810
FIDELITY NATL INFO SVC COM COM 31620M106   10,040,197 124,306 SH   SOLE   117,350 0 6,956
FIRST AMERN FINL CORP COM COM 31847R102   65,072,324 1,042,158 SH   SOLE   1,025,030 0 17,128
FIRST CTZNS BANCSHS NC CL A COM 31946M103   122,515,601 57,981 SH   SOLE   56,983 0 998
FIRST HAWAIIAN INC COM COM 32051X108   52,430,465 2,020,442 SH   SOLE   1,984,398 0 36,044
FMC CORP COM 302491303   11,050,425 227,328 SH   SOLE   215,528 0 11,800
FORMFACTOR INC COM COM 346375108   19,510,229 443,414 SH   SOLE   435,695 0 7,720
FRONTDOOR INC COM COM 35905A109   111,396,573 2,037,618 SH   SOLE   2,001,868 0 35,750
GENTEX CORP COM COM 371901109   32,304,110 1,124,403 SH   SOLE   1,106,553 0 17,851
GLOBAL PMTS INC COM COM 37940X102   9,854,240 87,937 SH   SOLE   83,031 0 4,906
GMS INC COM COM 36251C103   45,937,063 541,519 SH   SOLE   532,343 0 9,176
GRAND CANYON ED INC COM COM 38526M106   54,209,003 330,946 SH   SOLE   324,851 0 6,095
GXO LOGISTICS INCORPOR COMMON COM 36262G101   26,105,928 600,136 SH   SOLE   590,262 0 9,874
HILLMAN SOLUTIONS CORP COM COM 431636109   74,145,499 7,612,474 SH   SOLE   7,487,496 0 124,978
INSPERITY INC COM COM 45778Q107   90,829,573 1,171,843 SH   SOLE   1,145,177 0 26,667
INTERCONTINENTAL EXCHANGE INC COM 45866F104   7,513,419 50,422 SH   SOLE   47,437 0 2,985
INTERDIGITAL INC COM COM 45867G101   69,785,366 360,238 SH   SOLE   354,375 0 5,863
INTERNATIONAL BNCSHRS COM COM 459044103   43,401,020 687,160 SH   SOLE   674,308 0 12,852
ISHARES TR RUSSELL 2000 COM 464287655   31,980,331 144,731 SH   SOLE   142,407 0 2,327
ISHARES TR RUSSELL MCP VL COM 464287473   3,170,568 245,513 SH   SOLE   21,659 0 2,855
ISHARES TR S&P 500 INDEX COM 464287200   1,321,587 2,245 SH   SOLE   2,245 0 0
KEYSIGHT TECHNOLOGIES COM COM 49338L103   7,004,039 43,604 SH   SOLE   41,299 0 2,304
LANTHEUS HLDGS INC COM COM 516544103   122,280,496 1,366,873 SH   SOLE   1,338,732 0 28,142
LIVE NATION INC COM COM 538034109   9,740,565 75,217 SH   SOLE   70,735 0 4,482
LKQ CORP COM COM 501889208   10,264,794 279,314 SH   SOLE   263,929 0 15,385
LPL FINL HLDGS INC COM COM 50212V100   11,559,666 35,404 SH   SOLE   33,519 0 1,884
M&T BANK CORP COM 55261F104   11,340,200 60,317 SH   SOLE   56,982 0 3,335
MARCUS & MILLICHAP INC COM COM 566324109   73,057,491 1,909,491 SH   SOLE   1,878,430 0 31,061
MAXIMUS INC COM COM 577933104   41,143,014 551,146 SH   SOLE   542,144 0 9,002
MICROCHIP TECHNOLOGY INC COM 595017104   5,736,447 100,025 SH   SOLE   94,441 0 5,584
MODINE MFG CO COM COM 607828100   35,336,357 304,808 SH   SOLE   299,398 0 5,410
PAR TECHNOLOGY CORP COM COM 698884103   54,259,810 746,660 SH   SOLE   733,299 0 13,362
PAYCOM SOFTWARE INC COM COM 70432V102   12,219,089 59,614 SH   SOLE   56,434 0 3,180
PREMIER INC CL A COM 74051N102   352,132 16,610 SH   SOLE   16,610 0 0
PROGRESSIVE CORP-OHIO- COM 743315103   7,225,024 30,153 SH   SOLE   28,548 0 1,650
REXFORD INDL RLTY INC COM COM 76169C100   10,925,222 282,598 SH   SOLE   268,072 0 14,526
RYMAN HOSPITALITY PPTY COM COM 78377T107   39,220,140 275,888 SH   SOLE   369,244 0 6,644
SENSATA TECHNOLOGIES H SHS COM G8060N102   5,615,384 204,941 SH   SOLE   194,112 0 10,829
SILICON MOTION TECH CP SPONSOR COM 82706C108   61,386,646 1,135,738 SH   SOLE   1,117,084 0 18,655
SNAP-ON INC COM 833034101   4,919,673 14,492 SH   SOLE   13,660 0 832
SPDR SER TR PORTFOLIO SHORT COM 78464A474   283,670 9,500 SH   SOLE   9,500 0 0
SPROUTS FMRS MKT INC COM COM 85208M102   28,973,361 228,011 SH   SOLE   223,848 0 4,163
SS&C TECHNOLOGIES HLDG COM COM 78467J100   18,006,937 237,621 SH   SOLE   224,754 0 12,867
TAPESTRY INC COM COM 876030107   5,969,099 91,368 SH   SOLE   86,311 0 5,057
THOR INDS INC COM COM 885160101   34,469,212 360,142 SH   SOLE   354,041 0 6,102
TRANSUNION COM COM 89400J107   13,583,086 146,512 SH   SOLE   138,841 0 7,671
TRINET GROUP INC COM COM 896288107   21,246,314 234,068 SH   SOLE   230,003 0 4,064
U HAUL HOLDING CO COM 023586506   101,271,202 1,581,127 SH   SOLE   1,546,891 0 34,236
WHITE MTNS INS GRP LTD COM COM G9618E107   74,441,221 38,272 SH   SOLE   37,315 0 957
WILLSCOT HOLDINGS CORP COM 971378104   9,667,376 289,010 SH   SOLE   273,297 0 15,712
WINTRUST FINL CORP COM COM 97650W108   72,904,058 584,589 SH   SOLE   574,361 0 10,228
XCEL ENERGY COM 98389B100   9,878,926 146,311 SH   SOLE   138,305 0 8,006
ZIMMER BIOMET HOLDINGS INC COM 98956P102   9,163,916 86,755 SH   SOLE   82,023 0 4,731