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
ADDUS HOMECARE CORP COM 006739106 11,891,328 118,357 SH SOLE 2 101,062 0 17,295
AERCAP HOLDINGS NV SHS N00985106 8,165,378 56,012 SH SOLE 1 54,463 0 1,549
AGILENT TECHNOLOGIES INC COM 00846U101 12,961,010 97,576 SH SOLE 1 94,876 0 2,700
AGREE RLTY CORP COM 008492100 28,795,689 380,191 SH SOLE 1,2 340,156 0 40,035
AKAMAI TECHNOLOGIES INC COM 00971T101 11,424,257 96,644 SH SOLE 1 93,941 0 2,703
ALLSTATE CORP COM 020002101 7,326,240 30,790 SH SOLE 1 29,938 0 852
ALLY FINL INC COM 02005N100 9,896,265 215,370 SH SOLE 1 209,413 0 5,957
AMERICAN INTL GROUP INC COM NEW 026874784 7,072,564 94,895 SH SOLE 1 92,270 0 2,625
AMERIPRISE FINL INC COM 03076C106 6,443,231 14,045 SH SOLE 1 13,657 0 388
ARAMARK COM 03852U106 14,979,208 263,255 SH SOLE 1 255,974 0 7,281
ASSOCIATED BANC-CORP COM 045487105 21,830,361 709,469 SH SOLE 2 605,685 0 103,784
AXALTA COATING SYS LTD COM G0750C108 24,344,385 711,408 SH SOLE 1,2 638,956 0 72,452
BALL CORP COM 058498106 10,578,206 169,522 SH SOLE 1 164,824 0 4,698
BELDEN INC COM 077454106 18,493,839 154,231 SH SOLE 2 131,685 0 22,546
BLACK HILLS CORP COM 092113109 10,073,016 135,390 SH SOLE 2 115,629 0 19,761
BLUE OWL CAPITAL INC COM CL A 09581B103 4,597,006 525,372 SH SOLE 1 510,834 0 14,538
BORGWARNER INC COM 099724106 7,618,719 114,740 SH SOLE 1 111,568 0 3,172
CABOT CORP COM 127055101 19,994,568 220,156 SH SOLE 2 187,978 0 32,178
CACI INTL INC CL A 127190304 17,965,686 38,781 SH SOLE 2 32,838 0 5,943
CACTUS INC CL A 127203107 18,599,205 363,053 SH SOLE 2 307,457 0 55,596
CASEYS GEN STORES INC COM 147528103 6,055,234 7,619 SH SOLE 1 7,408 0 211
CENCORA INC COM 03073E105 9,334,658 32,987 SH SOLE 1 32,074 0 913
CENTERPOINT ENERGY INC COM 15189T107 9,408,980 213,646 SH SOLE 1 207,736 0 5,910
CHEESECAKE FACTORY INC COM 163072101 8,275,262 104,039 SH SOLE 2 88,821 0 15,218
CHIMERA INVT CORP COM SHS 16934Q802 14,351,879 1,075,853 SH SOLE 2 918,566 0 157,287
CITY HLDG CO COM 177835105 9,350,192 70,493 SH SOLE 2 60,169 0 10,324
CLEAN HARBORS INC COM 184496107 40,500,357 135,566 SH SOLE 1,2 122,914 0 12,652
COHU INC COM 192576106 39,062,839 528,519 SH SOLE 2 451,309 0 77,210
COLUMBIA BKG SYS INC COM 197236102 27,609,184 861,441 SH SOLE 2 735,285 0 126,156
CONSTELLATION BRANDS INC CL A 21036P108 7,388,170 53,118 SH SOLE 1 51,648 0 1,470
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108 20,613,807 566,469 SH SOLE 2 483,678 0 82,791
CTO RLTY GROWTH INC NEW COM 22948Q101 7,519,272 349,571 SH SOLE 2 298,415 0 51,156
DARLING INGREDIENTS INC COM 237266101 10,427,290 190,906 SH SOLE 1 185,628 0 5,278
DEVON ENERGY CORP NEW COM 25179M103 8,682,730 210,134 SH SOLE 1 204,325 0 5,809
DIAMONDBACK ENERGY INC COM 25278X109 9,248,379 52,613 SH SOLE 1 51,158 0 1,455
DORMAN PRODS INC COM 258278100 20,004,798 146,609 SH SOLE 2 125,181 0 21,428
DOVER CORP COM 260003108 12,506,163 55,761 SH SOLE 1 54,202 0 1,559
DTE ENERGY CO COM 233331107 12,758,121 83,731 SH SOLE 1 81,415 0 2,316
EAGLE MATLS INC COM 26969P108 10,585,239 47,045 SH SOLE 1 45,741 0 1,304
ENCOMPASS HEALTH CORP COM 29261A100 33,081,132 327,277 SH SOLE 1,2 293,531 0 33,746
ENERPAC TOOL GROUP CORP CL A COM 292765104 8,545,725 238,308 SH SOLE 2 203,395 0 34,913
ENPRO INC COM 29355X107 39,811,347 105,620 SH SOLE 2 90,151 0 15,469
ENTERGY CORP NEW COM 29364G103 12,900,747 112,317 SH SOLE 1 109,210 0 3,107
ENVISTA HOLDINGS CORPORATION COM 29415F104 12,022,425 456,259 SH SOLE 1,2 409,059 0 47,200
ESSEX PPTY TR INC COM 297178105 8,731,254 29,944 SH SOLE 1 29,116 0 828
EVERCORE INC CLASS A 29977A105 11,670,712 34,181 SH SOLE 1 33,235 0 946
EVERGY INC COM 30034W106 12,326,072 142,613 SH SOLE 138,668 0 3,945
EXLSERVICE HLDGS INC COM 302081104 7,479,927 289,247 SH SOLE 2 246,888 0 42,359
EXPRO GROUP HOLDINGS NV COM N3144W105 17,318,283 1,172,531 SH SOLE 2 992,938 0 179,593
FB FINL CORP COM 30257X104 19,476,392 351,877 SH SOLE 2 300,429 0 51,448
FIRST AMERN FINL CORP COM 31847R102 12,594,976 183,627 SH SOLE 2 156,719 0 26,908
FIRST HORIZON CORPORATION COM 320517105 14,681,286 572,593 SH SOLE 1 556,774 0 15,819
FIRST INTST BANCSYSTEM INC COM 32055Y201 23,846,121 618,416 SH SOLE 2 527,962 0 90,454
GATES INDL CORP PLC ORD SHS G39108108 29,763,297 1,064,115 SH SOLE 2 908,281 0 155,834
GENPACT LIMITED SHS G3922B107 5,483,752 199,409 SH SOLE 1 193,892 0 5,517
GENTEX CORP COM 371901109 15,577,645 616,448 SH SOLE 1,2 549,959 0 66,489
GLOBUS MED INC CL A 379577208 12,983,476 164,327 SH SOLE 2 140,306 0 24,021
GROUP 1 AUTOMOTIVE INC COM 398905109 15,470,736 53,133 SH SOLE 2 45,365 0 7,768
HANOVER INS GROUP INC COM 410867105 19,299,492 90,134 SH SOLE 2 76,949 0 13,185
HARMONIC INC COM 413160102 27,190,544 1,665,067 SH SOLE 2 1,421,727 0 243,340
HELIOS TECHNOLOGIES INC COM 42328H109 18,655,481 209,025 SH SOLE 2 178,468 0 30,557
HEXCEL CORP NEW COM 428291108 33,929,748 339,094 SH SOLE 1,2 306,123 0 32,971
HUMANA INC COM 444859102 5,645,148 14,212 SH SOLE 1 13,819 0 393
HURON CONSULTING GROUP INC COM 447462102 14,648,476 162,472 SH SOLE 2 138,712 0 23,760
IDACORP INC COM 451107106 24,140,823 159,556 SH SOLE 2 136,211 0 23,345
INDEPENDENT BK CORP MASS COM 453836108 21,796,083 260,345 SH SOLE 2 222,221 0 38,124
INGEVITY CORP COM 45688C107 12,136,414 162,534 SH SOLE 2 138,825 0 23,709
INGREDION INC COM 457187102 12,716,523 134,268 SH SOLE 1,2 120,422 0 13,846
INNOSPEC INC COM 45768S105 10,198,818 125,308 SH SOLE 2 107,010 0 18,298
INSTALLED BLDG PRODS INC COM 45780R101 18,751,267 81,584 SH SOLE 2 69,638 0 11,946
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 6,288,730 350,152 SH SOLE 2 299,246 0 50,906
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,056,537 76,452 SH SOLE 1 74,339 0 2,113
ISHARES TR RUS 2000 VAL ETF 464287630 12,872,513 58,194 SH SOLE 2 51,679 0 6,515
ISHARES TR S&P MC 400VL ETF 464287705 3,554,708 24,062 SH SOLE 1 23,397 0 665
ITT INC COM 45073V108 20,627,950 104,308 SH SOLE 2 89,040 0 15,268
JONES LANG LASALLE INC COM 48020Q107 10,365,720 33,443 SH SOLE 1 32,516 0 927
KEYSIGHT TECHNOLOGIES INC COM 49338L103 21,315,024 60,888 SH SOLE 1 59,185 0 1,703
KORN FERRY COM NEW 500643200 19,375,579 291,012 SH SOLE 2 248,455 0 42,557
L3HARRIS TECHNOLOGIES INC COM 502431109 9,221,875 31,735 SH SOLE 1 30,847 0 888
LABCORP HOLDINGS INC COM SHS 504922105 11,607,043 41,454 SH SOLE 1 40,307 0 1,147
LAMB WESTON HLDGS INC COM 513272104 5,333,444 123,517 SH SOLE 1 120,101 0 3,416
LEIDOS HOLDINGS INC COM 525327102 5,260,417 51,087 SH SOLE 1 49,673 0 1,414
LKQ CORP COM 501889208 6,776,842 257,381 SH SOLE 1 250,184 0 7,197
LUMENTUM HLDGS INC COM 55024U109 16,244,052 18,931 SH SOLE 1 18,402 0 529
MADDEN STEVEN LTD COM 556269108 12,140,377 288,370 SH SOLE 2 246,233 0 42,137
MARZETTI COMPANY COM 513847103 6,195,121 54,267 SH SOLE 2 46,374 0 7,893
MGIC INVT CORP WIS COM 552848103 15,605,344 553,381 SH SOLE 2 472,305 0 81,076
MGP INGREDIENTS INC NEW COM 55303J106 1,181,777 67,453 SH SOLE 2 57,648 0 9,805
MICROCHIP TECHNOLOGY INC. COM 595017104 19,404,119 212,764 SH SOLE 1 206,878 0 5,886
MID-AMER APT CMNTYS INC COM 59522J103 8,508,175 61,236 SH SOLE 1 59,543 0 1,693
MURPHY USA INC COM 626755102 11,046,835 20,500 SH SOLE 2 17,504 0 2,996
NATIONAL BK HLDGS CORP CL A 633707104 22,603,985 508,755 SH SOLE 2 434,377 0 74,378
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 17,119,794 384,974 SH SOLE 2 328,628 0 56,346
NEWMARK GROUP INC CL A 65158N102 25,881,481 1,712,871 SH SOLE 2 1,462,236 0 250,635
NMI HLDGS INC COM 629209305 9,996,129 243,274 SH SOLE 2 207,631 0 35,643
O-I GLASS INC COM 67098H104 5,051,262 524,534 SH SOLE 2 448,218 0 76,316
OLD NATL BANCORP IND COM 680033107 22,934,554 885,504 SH SOLE 2 755,803 0 129,701
OPTION CARE HEALTH INC COM NEW 68404L201 14,805,910 706,052 SH SOLE 2 603,094 0 102,958
PACKAGING CORP AMER COM 695156109 12,548,880 52,664 SH SOLE 1 51,204 0 1,460
PARKER-HANNIFIN CORP COM 701094104 7,120,070 7,279 SH SOLE 1 7,078 0 201
PERFORMANCE FOOD GROUP CO COM 71377A103 29,856,968 267,081 SH SOLE 1,2 239,209 0 27,872
PERMIAN RESOURCES CORP CLASS A COM 71424F105 34,515,486 1,874,823 SH SOLE 1,2 1,658,032 0 216,791
PORTLAND GEN ELEC CO COM NEW 736508847 11,857,978 228,786 SH SOLE 2 195,424 0 33,362
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 20,700,289 437,916 SH SOLE 2 373,935 0 63,981
PROSPERITY BANCSHARES INC COM 743606105 15,084,200 206,548 SH SOLE 2 176,382 0 30,166
PTC INC COM 69370C100 8,457,048 74,439 SH SOLE 1 72,381 0 2,058
RALPH LAUREN CORP CL A 751212101 8,216,313 20,469 SH SOLE 1 19,903 0 566
REGAL REXNORD CORPORATION COM 758750103 50,920,441 213,781 SH SOLE 1,2 194,563 0 19,218
REINSURANCE GROUP AMER INC COM NEW 759351604 13,744,455 64,634 SH SOLE 1 62,847 0 1,787
ROGERS CORP COM 775133101 51,388,172 313,859 SH SOLE 1,2 280,345 0 33,514
ROYAL CARIBBEAN GROUP COM V7780T103 6,123,503 19,285 SH SOLE 1 18,752 0 533
SILGAN HLDGS INC COM 827048109 12,378,290 266,831 SH SOLE 2 227,928 0 38,903
SILICON LABORATORIES INC COM 826919102 26,356,369 120,591 SH SOLE 2 102,955 0 17,636
SIMMONS FIRST NATL CORP CL A $1 PAR 828730200 17,954,791 792,706 SH SOLE 2 676,839 0 115,867
SLB LIMITED COM STK 806857108 13,564,463 291,772 SH SOLE 1 283,700 0 8,072
SM ENERGY COMPANY COM 78454L100 10,870,206 416,483 SH SOLE 2 352,724 0 63,759
SNAP ON INC COM 833034101 7,285,954 18,106 SH SOLE 1 17,606 0 500
SOUTHSTATE BK CORP COM 84472E102 10,964,944 109,759 SH SOLE 1 106,720 0 3,039
SPIRE INC COM 84857L101 10,788,992 138,161 SH SOLE 2 117,975 0 20,186
STAG INDUSTRIAL INC COM 85254J102 16,334,439 429,176 SH SOLE 2 366,318 0 62,858
STANDEX INTL CORP COM 854231107 37,492,042 104,823 SH SOLE 2 89,471 0 15,352
STARWOOD PPTY TR INC COM 85571B105 20,288,071 1,238,588 SH SOLE 1,2 1,120,287 0 118,301
TOPBUILD COR COM 89055F103 8,653,905 24,409 SH SOLE 1 23,736 0 673
UNIVEST FINANCIAL CORPORATIO COM 915271100 14,062,913 321,438 SH SOLE 2 274,356 0 47,082
URBAN OUTFITTERS INC COM 917047102 9,094,243 128,341 SH SOLE 2 109,661 0 18,680
VALLEY NATL BANCORP COM 919794107 26,672,493 1,820,648 SH SOLE 2 1,554,389 0 266,259
VALMONT INDS INC COM 920253101 32,447,258 56,176 SH SOLE 2 47,959 0 8,217
VALVOLINE INC COM 92047W101 23,862,954 603,514 SH SOLE 1,2 548,481 0 55,033
VIAVI SOLUTIONS INC COM 925550105 48,457,942 1,014,826 SH SOLE 2 866,612 0 148,214
VOYA FINANCIAL INC COM 929089100 25,668,695 283,538 SH SOLE 2 242,111 0 41,427
WABTEC COM 929740108 12,041,878 44,666 SH SOLE 1 43,430 0 1,236
WEBSTER FINL CORP COM 947890109 7,607,890 99,554 SH SOLE 1 96,799 0 2,755
WEC ENERGY GROUP INC COM 92939U106 8,316,122 71,218 SH SOLE 1 69,248 0 1,970
WESCO INTL INC COM 95082P105 22,556,347 65,299 SH SOLE 1 63,494 0 1,805
WESTAMERICA BANCORPORATION COM 957090103 7,937,112 135,284 SH SOLE 2 115,467 0 19,817
WILLIS TOWERS WATSON PLC LTD SHS G96629103 8,579,331 32,824 SH SOLE 1 31,917 0 907
WINTRUST FINL CORP COM 97650W108 26,707,967 166,177 SH SOLE 2 141,880 0 24,297
XCEL ENERGY INC COM 98389B100 8,560,633 106,608 SH SOLE 1 103,627 0 2,981
YETI HLDGS INC COM 98585X104 8,930,563 180,197 SH SOLE 2 153,972 0 26,225
ZIMMER BIOMET HOLDINGS INC COM 98956P102 7,659,858 88,975 SH SOLE 1 86,513 0 2,462