The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Acushnet Holdings Corp. | COM | 005098108 | 30,684,724 | 384,424 | SH | SOLE | 239,034 | 56,500 | 88,890 | ||
| Adtalem Global Education Inc. | COM | 00737L103 | 34,516,764 | 333,592 | SH | SOLE | 207,974 | 48,080 | 77,538 | ||
| Alamo Group Inc. | COM | 011311107 | 15,622,989 | 93,066 | SH | SOLE | 57,963 | 13,200 | 21,903 | ||
| Blue Bird Corp. | COM | 095306106 | 22,380,930 | 476,190 | SH | SOLE | 286,160 | 74,575 | 115,455 | ||
| Cavco Industries Inc. | COM | 149568107 | 32,675,011 | 55,312 | SH | SOLE | 34,227 | 8,100 | 12,985 | ||
| CBIZ Inc. | COM | 124805102 | 5,124,963 | 101,585 | SH | SOLE | 57,535 | 15,920 | 28,130 | ||
| Celestica Inc. | COM | 15101Q207 | 13,078,673 | 44,243 | SH | SOLE | 27,621 | 6,110 | 10,512 | ||
| Champion Homes Inc. | COM | 830830105 | 40,914,562 | 484,196 | SH | SOLE | 301,016 | 68,160 | 115,020 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 13,626,967 | 14,601 | SH | SOLE | 9,040 | 1,920 | 3,641 | ||
| Crane NXT Co. | COM | 224441105 | 17,463,676 | 371,015 | SH | SOLE | 227,050 | 55,900 | 88,065 | ||
| Dycom Industries Inc. | COM | 267475101 | 46,240,939 | 136,848 | SH | SOLE | 85,649 | 18,975 | 32,224 | ||
| Eplus Inc. | COM | 294268107 | 24,681,411 | 281,430 | SH | SOLE | 173,720 | 41,705 | 66,005 | ||
| Everus Construction Group Inc. | COM | 300426103 | 6,737,337 | 78,744 | SH | SOLE | 50,679 | 11,215 | 16,850 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 42,214,347 | 994,683 | SH | SOLE | 610,194 | 148,925 | 235,564 | ||
| Fabrinet | SHS | G3323L100 | 39,914,853 | 87,671 | SH | SOLE | 55,365 | 11,555 | 20,751 | ||
| Federal Signal Corp. | COM | 313855108 | 24,208,077 | 222,931 | SH | SOLE | 140,106 | 31,300 | 51,525 | ||
| FTI Consulting | COM | 302941109 | 3,806,947 | 22,285 | SH | SOLE | 16,595 | 0 | 5,690 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 43,775,673 | 1,392,799 | SH | SOLE | 874,663 | 193,785 | 324,351 | ||
| Huron Consulting Group Inc. | COM | 447462102 | 49,254,451 | 284,856 | SH | SOLE | 178,252 | 40,210 | 66,394 | ||
| ICF International Inc. | COM | 44925C103 | 41,036,636 | 481,086 | SH | SOLE | 297,061 | 69,500 | 114,525 | ||
| Interdigital Inc. | COM | 45867G101 | 22,388,163 | 70,319 | SH | SOLE | 43,891 | 10,066 | 16,362 | ||
| Korn Ferry | COM | 500643200 | 27,151,517 | 411,262 | SH | SOLE | 258,585 | 58,805 | 93,872 | ||
| Lakeland Financial Corp. | COM | 511656100 | 27,516,843 | 482,244 | SH | SOLE | 288,929 | 68,937 | 124,378 | ||
| Laureate Education Inc. | COM | 518613203 | 27,553,508 | 818,340 | SH | SOLE | 510,860 | 113,965 | 193,515 | ||
| LegalZoom.Com Inc. | COM | 52466B103 | 15,862,530 | 1,597,435 | SH | SOLE | 977,760 | 243,300 | 376,375 | ||
| Limbach Holdings Inc. | COM | 53263P105 | 24,774,828 | 318,238 | SH | SOLE | 195,890 | 48,295 | 74,053 | ||
| McGrath RentCorp | COM | 580589109 | 30,639,875 | 292,003 | SH | SOLE | 183,589 | 40,905 | 67,509 | ||
| Modine Manufacturing Co. | COM | 607828100 | 16,295,163 | 122,052 | SH | SOLE | 74,690 | 16,940 | 30,422 | ||
| MYR Group Inc. | COM | 55405W104 | 44,036,272 | 201,539 | SH | SOLE | 126,100 | 27,194 | 48,245 | ||
| Onespaworld Holdings Limited | COM | P73684113 | 27,952,169 | 1,347,742 | SH | SOLE | 835,732 | 190,100 | 321,910 | ||
| OSI Systems Inc. | COM | 671044105 | 49,939,473 | 195,795 | SH | SOLE | 121,288 | 27,155 | 47,352 | ||
| Pathward Financial Inc. | COM | 59100U108 | 18,751,100 | 264,100 | SH | SOLE | 161,355 | 42,910 | 59,835 | ||
| Primo Brands Corp. | COM | 741623102 | 14,193,190 | 868,085 | SH | SOLE | 514,415 | 135,960 | 217,710 | ||
| Rev Group Inc | COM | 749527107 | 11,289,985 | 185,660 | SH | SOLE | 119,760 | 31,510 | 34,390 | ||
| Silicon Motion Technology Corp. | SPONSORED ADR | 82706C108 | 44,664,529 | 481,818 | SH | SOLE | 298,793 | 69,005 | 114,020 | ||
| SPDR Gold Trust | ETF | 78463V107 | 17,114,647 | 43,185 | SH | SOLE | 33,337 | 0 | 9,848 | ||
| Steven Madden LTD. | COM | 556269108 | 44,032,843 | 1,057,465 | SH | SOLE | 658,683 | 147,183 | 251,599 | ||
| Tetra Tech Inc. | COM | 88162G103 | 37,786,265 | 1,126,603 | SH | SOLE | 703,132 | 156,705 | 266,766 | ||
| Tower Semiconductor LTD. | SHS | M87915274 | 53,694,757 | 457,288 | SH | SOLE | 285,778 | 63,945 | 107,565 | ||
| TTM Technologies Inc. | COM | 87305R109 | 44,007,510 | 637,790 | SH | SOLE | 396,990 | 90,415 | 150,385 | ||
| UFP Technologies Inc. | COM | 902673102 | 11,572,204 | 52,120 | SH | SOLE | 31,705 | 8,160 | 12,255 | ||
| UMB Financial Corp. | COM | 902788108 | 38,735,348 | 336,712 | SH | SOLE | 208,023 | 48,470 | 80,219 | ||
| Wiley John & Sons Inc. | CL A | 968223206 | 12,059,490 | 393,715 | SH | SOLE | 241,400 | 59,790 | 92,525 | ||