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
ABBOTT LABORATORIES COM 002824100 9,401,027 103,604 SH SOLE 31,514 0 72,090
ABBVIE INC COM 00287Y109 16,250,408 64,578 SH SOLE 19,640 0 44,938
ADVANCED DRAIN SYS INC DEL COM 00790R104 11,220,286 71,485 SH SOLE 68,916 0 2,569
AFFILIATED MANAGERS GROUP COM 008252108 102,370,738 302,514 SH SOLE 153,150 0 149,364
ALPHABET INC CAP STK CL C 02079K107 9,043,835 25,596 SH SOLE 7,785 0 17,811
AMAZON COM INC COM 023135106 18,452,521 77,421 SH SOLE 23,553 0 53,868
AMERIS BANCORP COM 03076K108 89,687,571 993,658 SH SOLE 456,697 0 536,961
ARAMARK COM 03852U106 13,313,860 233,987 SH SOLE 225,577 0 8,410
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 64,091,340 1,856,106 SH SOLE 851,841 0 1,004,265
ASBURY AUTOMOTIVE GROUP INC COM 043436104 51,400,874 255,624 SH SOLE 116,902 0 138,722
ATI INC COM 01741R102 11,187,987 56,763 SH SOLE 48,942 0 7,821
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 88,006,496 1,725,956 SH SOLE 793,434 0 932,522
AVIENT CORPORATION COM 05368V106 88,135,260 2,384,612 SH SOLE 1,096,130 0 1,288,482
AXALTA COATING SYS LTD COM G0750C108 114,052,078 3,332,907 SH SOLE 1,703,977 0 1,628,930
BANK OF AMER CORP COM 060505104 13,944,544 244,727 SH SOLE 74,432 0 170,295
BELDEN INC COM 077454106 91,147,068 760,129 SH SOLE 349,395 0 410,734
BOEING CO COM 097023105 10,214,353 47,186 SH SOLE 14,363 0 32,823
BOYD GAMING CORP COM 103304101 66,598,347 753,972 SH SOLE 350,801 0 403,171
BRINKS CO COM 109696104 79,054,492 836,644 SH SOLE 384,467 0 452,177
BROWN & BROWN INC COM 115236101 11,138,429 173,631 SH SOLE 52,828 0 120,803
BRUNSWICK CORP COM 117043109 93,134,396 1,105,584 SH SOLE 570,783 0 534,801
CALIFORNIA RES CORP COM STOCK 13057Q305 43,439,472 821,628 SH SOLE 377,340 0 444,288
CARLISLE COS INC COM 142339100 11,370,036 31,344 SH SOLE 30,219 0 1,125
CENTURI HOLDINGS INC COM SHS 155923105 20,041,106 662,735 SH SOLE 352,014 0 310,721
CITIZENS FINL GROUP INC COM 174610105 11,506,615 164,216 SH SOLE 49,970 0 114,246
COLUMBIA BKG SYS INC COM 197236102 11,049,622 344,762 SH SOLE 332,372 0 12,390
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108 105,239,662 2,891,994 SH SOLE 1,489,996 0 1,401,998
CRANE COMPANY COMMON STOCK 224408104 14,255,734 63,907 SH SOLE 61,612 0 2,295
CRANE NXT CO COM 224441105 102,081,390 1,995,336 SH SOLE 917,100 0 1,078,236
CSW INDUSTRIALS INC COM 126402106 83,315,784 299,374 SH SOLE 153,775 0 145,599
CUSHMAN AND WAKEFIELD LTD COMMON SHARES G2717C106 74,570,249 5,569,100 SH SOLE 2,556,889 0 3,012,211
DEVON ENERGY CORP NEW COM 25179M103 6,329,522 153,183 SH SOLE 147,684 0 5,499
DORMAN PRODS INC COM 258278100 90,782,778 665,319 SH SOLE 305,815 0 359,504
EASTGROUP PPTYS INC COM 277276101 7,851,075 38,765 SH SOLE 37,293 0 1,472
ELEVANCE HEALTH INC FORMERLY COM 036752103 9,498,476 24,561 SH SOLE 7,462 0 17,099
EVERCORE INC CLASS A 29977A105 9,001,041 26,362 SH SOLE 25,415 0 947
FIRST AMERN FINL CORP COM 31847R102 97,793,084 1,425,763 SH SOLE 727,017 0 698,746
FREEPORT MCMORAN INC CL B 35671D857 9,378,723 149,129 SH SOLE 45,350 0 103,779
FTAI AVIATION LTD SHS G3730V105 11,375,786 42,050 SH SOLE 12,781 0 29,269
GATES INDL CORP PLC ORD SHS G39108108 99,015,366 3,540,056 SH SOLE 1,625,991 0 1,914,065
GILEAD SCIENCES INC COM 375558103 9,072,602 71,811 SH SOLE 21,843 0 49,968
GLACIER BANCORP INC NEW COM 37637Q105 66,381,242 1,286,957 SH SOLE 531,409 0 755,548
GOLDMAN SACHS GROUP INC COM 38141G104 11,295,992 11,169 SH SOLE 3,397 0 7,772
HANCOCK WHITNEY CORPORATION COM 410120109 94,285,133 1,261,846 SH SOLE 579,864 0 681,982
HELMERICH & PAYNE INC COM 423452101 529,831 16,183 SH SOLE 0 0 16,183
HERC HLDGS INC COM 42704L104 90,319,824 630,109 SH SOLE 289,633 0 340,476
HEWLETT PACKARD ENTERPRISE C COM 42824C109 12,922,887 286,475 SH SOLE 87,150 0 199,325
HEXCEL CORP NEW COM 428291108 93,062,104 930,063 SH SOLE 436,194 0 493,869
HP INC COM 40434L105 16,065,104 732,229 SH SOLE 222,773 0 509,456
INDEPENDENT BK CORP MASS COM 453836108 79,821,578 953,435 SH SOLE 437,739 0 515,696
INTEGER HLDGS CORP COM 45826H109 248,857 2,663 SH SOLE 2,663 0 0
INTEL CORP COM 458140100 17,977,502 128,751 SH SOLE 39,156 0 89,595
INTERNATIONAL BUSINESS MACHS COM 459200101 15,479,204 55,045 SH SOLE 16,753 0 38,292
ITT INC COM 45073V108 10,939,688 55,318 SH SOLE 53,330 0 1,988
JBT MAREL CORPORATION COM 477839104 78,341,470 540,286 SH SOLE 266,706 0 273,580
JONES LANG LASALLE INC COM 48020Q107 9,711,663 31,333 SH SOLE 30,218 0 1,115
KIMBERLY-CLARK CORP COM 494368103 11,779,748 107,313 SH SOLE 32,646 0 74,667
LABCORP HOLDINGS INC COM SHS 504922105 11,555,040 41,268 SH SOLE 39,785 0 1,483
LAMB WESTON HLDGS INC COM 513272104 9,015,379 208,786 SH SOLE 63,515 0 145,271
LITHIA MTRS INC COM 536797103 7,141,987 24,586 SH SOLE 23,707 0 879
LITTELFUSE INC COM 537008104 94,731,862 208,051 SH SOLE 106,236 0 101,815
LKQ CORP COM 501889208 8,716,757 331,058 SH SOLE 319,160 0 11,898
LOUISIANA PAC CORP COM 546347105 90,601,689 1,151,814 SH SOLE 589,997 0 561,817
LOWES COS INC COM 548661107 11,371,772 51,575 SH SOLE 15,691 0 35,884
MADISON SQUARE GARDEN ENTMT COM CL A 558256103 78,868,721 975,012 SH SOLE 464,801 0 510,211
MCGRATH RENTCORP COM 580589109 101,089,823 835,246 SH SOLE 383,786 0 451,460
MKS INC. COM 55306N104 12,008,710 26,998 SH SOLE 26,028 0 970
MOELIS & CO CL A 60786M105 87,547,268 1,338,234 SH SOLE 615,067 0 723,167
MSA SAFETY INC COM 553498106 104,758,126 600,058 SH SOLE 311,679 0 288,379
NETAPP INC COM 64110D104 12,200,350 78,834 SH SOLE 23,983 0 54,851
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 91,445,759 512,043 SH SOLE 261,745 0 250,298
NIKE INC CL B 654106103 11,580,492 282,107 SH SOLE 85,826 0 196,281
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 10,940,553 518,264 SH SOLE 499,634 0 18,630
OLD NATL BANCORP IND COM 680033107 89,735,730 3,464,700 SH SOLE 1,592,377 0 1,872,323
ONEMAIN HLDGS INC COM 68268W103 8,095,901 132,785 SH SOLE 40,403 0 92,382
ONESPAWORLD HOLDINGS LIMITED COM P73684113 87,452,164 3,096,748 SH SOLE 1,423,290 0 1,673,458
ONTO INNOVATION INC COM 683344105 10,215,501 26,993 SH SOLE 24,523 0 2,470
OSI SYSTEMS INC COM 671044105 94,664,514 432,851 SH SOLE 221,340 0 211,511
PACCAR INC COM 693718108 9,231,823 76,855 SH SOLE 23,376 0 53,479
PACKAGING CORP AMER COM 695156109 9,080,613 38,109 SH SOLE 11,585 0 26,524
PARSONS CORP DEL COM 70202L102 106,476,179 2,032,376 SH SOLE 1,061,809 0 970,567
PAYCHEX INC COM 704326107 12,292,430 125,012 SH SOLE 38,033 0 86,979
PERMIAN RESOURCES CORP CLASS A COM 71424F105 8,498,608 461,630 SH SOLE 445,051 0 16,579
PHILIP MORRIS INTL INC COM 718172109 11,616,412 64,211 SH SOLE 19,560 0 44,651
PINNACLE FINL PARTNERS INC COM 72348N109 11,747,072 116,446 SH SOLE 112,261 0 4,185
PINNACLE WEST CAP CORP COM 723484101 9,957,099 93,057 SH SOLE 89,735 0 3,322
PNC FINL SVCS GROUP INC COM 693475105 14,786,742 60,055 SH SOLE 18,265 0 41,790
REGAL REXNORD CORPORATION COM 758750103 22,221,221 93,292 SH SOLE 62,443 0 30,849
RENASANT CORP COM 75970E107 64,344,175 1,512,557 SH SOLE 695,245 0 817,312
SAIA INC COM 78709Y105 8,121,649 19,284 SH SOLE 5,866 0 13,418
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 10,157,512 126,243 SH SOLE 38,395 0 87,848
SOUTHSTATE BK CORP COM 84472E102 10,511,278 105,218 SH SOLE 101,437 0 3,781
SOUTHWEST GAS HLDGS INC COM 844895102 95,319,294 1,074,868 SH SOLE 550,937 0 523,931
STAG INDUSTRIAL INC COM 85254J102 83,277,259 2,188,052 SH SOLE 1,004,919 0 1,183,133
STATE STR CORP COM 857477103 15,459,040 91,150 SH SOLE 27,724 0 63,426
STIFEL FINL CORP COM 860630102 8,954,561 128,344 SH SOLE 114,740 0 13,604
TEREX CORP NEW COM 880779103 18,264,287 252,304 SH SOLE 113,102 0 139,202
TEXAS INSTRS INC COM 882508104 12,986,612 43,569 SH SOLE 13,256 0 30,313
TIMKEN CO COM 887389104 104,972,774 722,356 SH SOLE 380,216 0 342,140
TOPBUILD COR COM 89055F103 5,096,723 14,376 SH SOLE 13,865 0 511
UMB FINL CORP COM 902788108 6,285,295 44,027 SH SOLE 42,443 0 1,584
VALVOLINE INC COM 92047W101 113,049,288 2,859,112 SH SOLE 1,312,448 0 1,546,664
WELLS FARGO & CO COM 949746101 16,553,784 200,312 SH SOLE 60,976 0 139,336
WINTRUST FINL CORP COM 97650W108 10,473,319 65,165 SH SOLE 62,823 0 2,342
XPO INC COM 983793100 10,826,995 52,740 SH SOLE 44,733 0 8,007
XYLEM INC COM 98419M100 10,328,835 87,377 SH SOLE 26,579 0 60,798