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 121,916,062 2,424,247 SH SOLE 2,220,069 0 204,178
ACUITY BRANDS INC COM COM 00508Y102 7,410,578 19,674 SH SOLE 18,782 0 892
ADAPTHEALTH CORP COMMON STOCK COM 00653Q102 77,270,082 7,415,537 SH SOLE 6,810,338 0 605,200
ADVANCED ENERGY INDS COM COM 007973100 3,433,386 9,207 SH SOLE 8,801 0 407
AFFILIATED MNGRS GRP COM COM 008252108 6,652,137 19,657 SH SOLE 18,723 0 934
ALLISON TRANSMISSION H COM COM 01973R101 3,955,857 35,088 SH SOLE 33,537 0 1,551
AMERICAN FINL GROUP COM 025932104 4,064,369 29,043 SH SOLE 27,754 0 1,289
AMERICOLD RLTY TR COM COM 03064D108 57,586,116 3,663,227 SH SOLE 3,380,858 0 282,369
ASSURED GUARANTY LTD COM COM G0585R106 99,895,083 1,246,181 SH SOLE 1,147,143 0 99,039
AXCELIS TECHNOLOGIES I COM COM 054540208 175,937,874 928,660 SH SOLE 852,169 0 76,491
BAKER HUGHES COMPANY CL A COM 05722G100 3,871,728 69,760 SH SOLE 66,637 0 3,123
BJS WHSL CLUB HLDGS IN COM COM 05550J101 4,078,932 46,766 SH SOLE 44,644 0 2,122
BOK FINL CORP COM NEW COM 05561Q201 3,599,444 25,917 SH SOLE 24,765 0 1,152
CADRE HLDGS INC COM COM 12763L105 78,071,395 2,738,373 SH SOLE 2,500,888 0 237,485
CAMDEN PPTY TR SH BEN INT COM 133131102 6,899,688 60,264 SH SOLE 57,573 0 2,691
COCA COLA CONSOLIDATED,INC COM 191098102 7,484,513 39,202 SH SOLE 37,423 0 1,779
COGNIZANT TECH SOLUTNS CL A COM 192446102 2,009,183 51,876 SH SOLE 49,779 0 2,097
COPART INC COM COM 217204106 2,133,335 75,677 SH SOLE 72,649 0 3,028
DOLLAR GEN CORP COM COM 256677105 5,411,065 47,007 SH SOLE 44,901 0 2,106
DORMAN PRODUCTS INC COM COM 258278100 93,386,355 684,382 SH SOLE 628,383 0 55,999
DUOLINGO INC CL A COM COM 26603R106 2,372,169 20,623 SH SOLE 19,698 0 925
EAGLE MATERIALS INC COM COM 26969P108 5,088,672 22,616 SH SOLE 21,599 0 1,017
ENCOMPASS HEALTH CORP COM COM 29261A100 44,008,230 435,362 SH SOLE 398,560 0 36,803
EURONET WORLDWIDE INC COM COM 298736109 119,091,400 1,627,141 SH SOLE 1,480,596 0 146,544
FIDELITY NATL FIN INC CL A COM 31620R303 4,983,082 105,663 SH SOLE 100,911 0 4,752
FIDELITY NATL INFO SVC COM COM 31620M106 2,373,501 61,046 SH SOLE 58,556 0 2,490
FIRST AMERN FINL CORP COM COM 31847R102 106,537,409 1,553,234 SH SOLE 1,421,503 0 131,731
FIRST CTZNS BANCSHS NC CL A COM 31946M103 175,253,111 84,206 SH SOLE 77,168 0 7,038
FIRST HAWAIIAN INC COM COM 32051X108 77,964,047 2,660,876 SH SOLE 2,444,765 0 216,111
FORMFACTOR INC COM COM 346375108 102,345,410 639,922 SH SOLE 587,444 0 52,478
FRONTDOOR INC COM COM 35905A109 130,667,788 1,684,065 SH SOLE 1,541,170 0 142,895
GRAND CANYON ED INC COM COM 38526M106 126,357,971 882,927 SH SOLE 807,385 0 75,542
HILLMAN SOLUTIONS CORP COM COM 431636109 94,151,250 11,155,359 SH SOLE 10,263,425 0 891,935
ICU MED INC COM COM 44930G107 46,147,615 314,768 SH SOLE 289,228 0 25,540
INDEPENDENT BK CP MASS COM COM 453836108 55,078,378 657,871 SH SOLE 596,694 0 61,177
INSPERITY INC COM COM 45778Q107 136,491,866 3,304,074 SH SOLE 2,992,994 0 311,080
INTERCONTINENTAL EXCHANGE INC COM 45866F104 5,335,192 43,336 SH SOLE 41,578 0 1,758
INTERDIGITAL INC COM COM 45867G101 130,359,055 460,404 SH SOLE 420,992 0 39,412
INTERNATIONAL BNCSHRS COM COM 459044103 56,945,617 749,761 SH SOLE 690,221 0 59,540
ISHARES TR S&P 500 INDEX COM 464287200 1,681,258 2,245 SH SOLE 2,245 0 0
KEYSIGHT TECHNOLOGIES COM COM 49338L103 6,720,628 19,197 SH SOLE 18,264 0 933
LANDSTAR SYS INC COM COM 515098101 117,697,188 569,090 SH SOLE 523,394 0 45,696
LANTHEUS HLDGS INC COM COM 516544103 177,436,919 1,599,379 SH SOLE 1,467,130 0 132,249
LIVE NATION INC COM COM 538034109 3,663,359 20,006 SH SOLE 19,033 0 973
LPL FINL HLDGS INC COM COM 50212V100 5,227,874 18,559 SH SOLE 17,745 0 814
M&T BANK CORP COM 55261F104 4,024,297 16,908 SH SOLE 16,156 0 752
MADISON SQUARE GRDN SP CL A COM 55825T103 89,687,457 223,173 SH SOLE 204,581 0 18,593
MARRIOTT INTL INC COM 571903202 3,110,715 8,393 SH SOLE 8,001 0 392
MAXIMUS INC COM COM 577933104 106,575,432 1,982,415 SH SOLE 1,819,932 0 162,483
MICROCHIP TECHNOLOGY INC COM 595017104 7,078,916 77,619 SH SOLE 74,097 0 3,522
MODINE MFG CO COM COM 607828100 148,383,219 555,686 SH SOLE 509,015 0 46,671
OCEANEERING INTL INC COM COM 675232102 66,794,700 1,648,423 SH SOLE 1,512,130 0 136,293
ONESPAWORLD HOLDINGS L COM COM P73684113 111,910,079 3,962,810 SH SOLE 3,627,259 0 335,552
PAYCOM SOFTWARE INC COM COM 70432V102 153,320,013 1,219,906 SH SOLE 1,116,878 0 103,029
PROGRESSIVE CORP-OHIO- COM 743315103 2,566,144 11,747 SH SOLE 11,247 0 499
REXFORD INDL RLTY INC COM COM 76169C100 4,980,585 148,674 SH SOLE 142,801 0 5,873
RYMAN HOSPITALITY PPTY COM COM 78377T107 91,385,549 710,878 SH SOLE 650,173 0 60,705
SENSATA TECHNOLOGIES H SHS COM G8060N102 7,723,163 161,775 SH SOLE 154,368 0 7,407
SILICON MOTION TECH CP SPONSOR COM 82706C108 322,022,108 966,060 SH SOLE 909,409 0 56,651
SKYWARD SPECIALTY INS COM COM 830940102 168,889,425 2,894,407 SH SOLE 2,645,061 0 249,346
SMITH A O CORP COM 831865209 5,767,960 91,963 SH SOLE 88,095 0 3,868
SPDR SER TR PORTFOLIO SHORT COM 78464A474 285,095 9,500 SH SOLE 9,500 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 5,265,837 62,258 SH SOLE 59,476 0 2,782
SS&C TECHNOLOGIES HLDG COM COM 78467J100 5,229,010 84,270 SH SOLE 80,529 0 3,741
TAPESTRY INC COM COM 876030107 6,352,288 43,395 SH SOLE 41,458 0 1,937
TRANSUNION COM COM 89400J107 6,603,167 91,532 SH SOLE 87,376 0 4,156
U HAUL HOLDING CO COM 023586506 112,577,871 1,951,075 SH SOLE 1,792,439 0 158,636
V2X INC COM COM 92242T101 104,863,560 1,406,416 SH SOLE 1,290,803 0 115,613
WHITE MTNS INS GRP LTD COM COM G9618E107 92,265,213 44,480 SH SOLE 40,969 0 3,511
WINTRUST FINL CORP COM COM 97650W108 84,726,670 527,152 SH SOLE 484,141 0 43,012
XCEL ENERGY COM 98389B100 5,996,585 74,677 SH SOLE 71,292 0 3,385
YETI HLDGS INC COM COM 98585X104 162,423,419 3,277,296 SH SOLE 2,999,569 0 277,727