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
Expires: July 31, 2015
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
ACI WORLDWIDE INC COM COM 004498101 45,315,647 987,041 SH SOLE 895,461 0 81,580
ADAPTHEALTH CORP COMMON STOCK COM 00653Q102 68,958,102 7,312,626 SH SOLE 6,600,870 0 711,756
AFFILIATED MNGRS GRP COM COM 008252108 12,674,165 64,410 SH SOLE 60,147 0 4,263
AIR LEASE CORP CL A COM 00912X302 63,337,224 1,082,860 SH SOLE 981,262 0 101,597
ALLISON TRANSMISSION H COM COM 01973R101 8,384,487 88,266 SH SOLE 82,189 0 6,077
AMERICAN FINL GROUP COM 025932104 6,791,654 53,812 SH SOLE 50,239 0 3,573
AMERICOLD RLTY TR COM COM 03064D108 6,814,542 409,774 SH SOLE 383,728 0 26,046
ASGN INC COM COM 00191U102 50,899,571 1,019,406 SH SOLE 918,939 0 100,467
ASSURED GUARANTY LTD COM COM G0585R106 99,155,581 1,138,398 SH SOLE 1,032,520 0 105,878
AVANTOR INC COM COM 05352A100 7,649,706 568,329 SH SOLE 531,765 0 36,564
AXCELIS TECHNOLOGIES I COM COM 054540208 105,828,276 1,518,544 SH SOLE 1,367,368 0 151,176
BAKER HUGHES COMPANY CL A COM 05722G100 8,181,243 213,386 SH SOLE 198,958 0 14,428
BJS WHSL CLUB HLDGS IN COM COM 05550J101 4,638,390 43,015 SH SOLE 40,059 0 2,956
BOK FINL CORP COM NEW COM 05561Q201 6,640,394 68,015 SH SOLE 63,431 0 4,584
CAMDEN PPTY TR SH BEN INT COM 133131102 8,711,885 77,308 SH SOLE 72,242 0 5,066
COGNIZANT TECH SOLUTNS CL A COM 192446102 7,069,692 90,602 SH SOLE 84,346 0 6,256
DOLLAR GEN CORP COM COM 256677105 7,395,838 64,660 SH SOLE 60,618 0 4,042
EAGLE MATERIALS INC COM COM 26969P108 7,516,668 37,190 SH SOLE 34,818 0 2,372
ELEMENT SOLUTIONS INC COM COM 28618M106 37,386,915 1,650,624 SH SOLE 1,491,344 0 159,280
ENCOMPASS HEALTH CORP COM COM 29261A100 55,567,963 453,119 SH SOLE 412,211 0 40,909
EURONET WORLDWIDE INC COM COM 298736109 91,031,573 897,910 SH SOLE 813,070 0 84,839
FIDELITY NATL FIN INC CL A COM 31620R303 8,212,025 146,486 SH SOLE 136,593 0 9,893
FIDELITY NATL INFO SVC COM COM 31620M106 8,749,780 107,477 SH SOLE 100,214 0 7,263
FIRST AMERN FINL CORP COM COM 31847R102 74,728,591 1,217,263 SH SOLE 1,101,614 0 115,649
FIRST CTZNS BANCSHS NC CL A COM 31946M103 135,575,016 69,279 SH SOLE 62,430 0 6,849
FIRST HAWAIIAN INC COM COM 32051X108 58,489,030 2,343,300 SH SOLE 2,118,823 0 224,477
FORMFACTOR INC COM COM 346375108 65,541,090 1,904,698 SH SOLE 1,726,758 0 177,941
FRONTDOOR INC COM COM 35905A109 110,436,663 1,873,702 SH SOLE 1,697,186 0 176,516
GLOBAL PMTS INC COM COM 37940X102 5,893,419 73,630 SH SOLE 68,804 0 4,826
GMS INC COM COM 36251C103 69,955,652 643,256 SH SOLE 578,692 0 64,564
GRAND CANYON ED INC COM COM 38526M106 53,354,081 282,281 SH SOLE 259,711 0 22,570
GXO LOGISTICS INCORPOR COMMON COM 36262G101 35,158,127 721,918 SH SOLE 648,308 0 73,610
HILLMAN SOLUTIONS CORP COM COM 431636109 71,779,987 10,053,219 SH SOLE 9,039,504 0 1,013,715
INDEPENDENT BK CP MASS COM COM 453836108 31,927,430 507,696 SH SOLE 460,253 0 47,443
INSPERITY INC COM COM 45778Q107 107,432,320 1,786,953 SH SOLE 1,620,139 0 166,815
INTERCONTINENTAL EXCHANGE INC COM 45866F104 7,934,712 43,247 SH SOLE 40,236 0 3,011
INTERDIGITAL INC COM COM 45867G101 91,784,219 409,316 SH SOLE 369,300 0 40,016
INTERNATIONAL BNCSHRS COM COM 459044103 52,478,003 788,418 SH SOLE 718,082 0 70,336
ISHARES TR RUSSELL 2000 COM 464287655 19,078,947 88,411 SH SOLE 88,134 0 278
ISHARES TR S&P 500 INDEX COM 464287200 1,393,921 2,245 SH SOLE 2,245 0 0
KEYSIGHT TECHNOLOGIES COM COM 49338L103 8,597,307 52,467 SH SOLE 49,112 0 3,355
LANDSTAR SYS INC COM COM 515098101 59,229,281 426,033 SH SOLE 387,760 0 38,273
LANTHEUS HLDGS INC COM COM 516544103 114,904,660 1,403,659 SH SOLE 1,276,179 0 127,480
LIVE NATION INC COM COM 538034109 9,741,343 64,392 SH SOLE 59,881 0 4,511
LKQ CORP COM COM 501889208 8,954,717 241,953 SH SOLE 226,355 0 15,598
LPL FINL HLDGS INC COM COM 50212V100 11,142,826 29,716 SH SOLE 27,799 0 1,916
M&T BANK CORP COM 55261F104 10,013,192 51,616 SH SOLE 48,196 0 3,420
MARCUS & MILLICHAP INC COM COM 566324109 68,016,186 2,214,779 SH SOLE 2,001,848 0 212,931
MARRIOTT INTL INC COM 571903202 3,909,948 14,310 SH SOLE 13,399 0 911
MAXIMUS INC COM COM 577933104 64,153,721 913,856 SH SOLE 825,638 0 88,218
MICROCHIP TECHNOLOGY INC COM 595017104 9,034,188 128,381 SH SOLE 120,324 0 8,057
MODINE MFG CO COM COM 607828100 107,520,092 1,091,561 SH SOLE 988,025 0 103,536
PAR TECHNOLOGY CORP COM COM 698884103 61,309,626 883,792 SH SOLE 800,975 0 82,817
PAYCOM SOFTWARE INC COM COM 70432V102 14,791,399 63,921 SH SOLE 59,741 0 4,180
PROGRESSIVE CORP-OHIO- COM 743315103 4,951,007 18,552 SH SOLE 17,318 0 1,235
REXFORD INDL RLTY INC COM COM 76169C100 8,923,365 250,867 SH SOLE 234,876 0 15,991
RYMAN HOSPITALITY PPTY COM COM 78377T107 58,738,156 595,284 SH SOLE 536,954 0 58,330
SENSATA TECHNOLOGIES H SHS COM G8060N102 8,230,650 273,352 SH SOLE 256,298 0 17,054
SILICON MOTION TECH CP SPONSOR COM 82706C108 110,619,839 1,471,583 SH SOLE 1,331,720 0 139,863
SKYWARD SPECIALTY INS COM COM 830940102 55,423,499 959,036 SH SOLE 866,371 0 92,664
SMITH A O CORP COM 831865209 7,164,245 109,260 SH SOLE 102,367 0 6,893
SNAP-ON INC COM 833034101 3,870,022 12,436 SH SOLE 11,600 0 836
SPDR SER TR PORTFOLIO SHORT COM 78464A474 286,805 9,500 SH SOLE 9,500 0 0
SS&C TECHNOLOGIES HLDG COM COM 78467J100 11,211,025 135,398 SH SOLE 126,423 0 8,975
TAPESTRY INC COM COM 876030107 12,898,590 146,891 SH SOLE 137,393 0 9,498
TRANSUNION COM COM 89400J107 11,160,568 126,824 SH SOLE 118,756 0 8,068
U HAUL HOLDING CO COM 023586506 95,271,621 1,752,270 SH SOLE 1,589,743 0 162,527
V2X INC COM COM 92242T101 14,083,433 290,081 SH SOLE 257,400 0 32,681
WHITE MTNS INS GRP LTD COM COM G9618E107 74,898,306 41,694 SH SOLE 38,116 0 3,578
WILLSCOT HOLDINGS CORP COM 971378104 2,762,060 100,805 SH SOLE 94,405 0 6,400
WINTRUST FINL CORP COM COM 97650W108 93,170,401 751,481 SH SOLE 680,296 0 71,186
XCEL ENERGY COM 98389B100 8,449,679 124,077 SH SOLE 115,942 0 8,135
YETI HLDGS INC COM COM 98585X104 67,541,954 2,142,818 SH SOLE 1,943,062 0 199,756
ZIMMER BIOMET HOLDINGS INC COM 98956P102 6,730,923 73,795 SH SOLE 69,077 0 4,719