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
ACV AUCTIONS INC COM 00091G104 43,216,214 6,010,600 SH SOLE 5,711,018 0 299,582
ADVANCE AUTO PARTS INC COM 00751Y106 33,262,314 534,592 SH SOLE 495,947 0 38,645
ADVANCED DRAIN SYS INC DEL COM 00790R104 22,512,145 143,426 SH SOLE 143,426 0 0
AMAZON COM INC COM 023135106 5,729,455 24,039 SH SOLE 24,039 0 0
AMETEK INC COM 031100100 12,466,200 51,526 SH SOLE 51,526 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,889,669 46,990 SH SOLE 40,315 0 6,675
ASHLAND INC COM 044186104 22,319,776 338,743 SH SOLE 308,075 0 30,668
ATMOS ENERGY CORP COM 049560105 16,728,623 97,107 SH SOLE 97,107 0 0
AVERY DENNISON CORP COM 053611109 8,639,780 53,217 SH SOLE 53,217 0 0
BANK HAWAII CORP COM 062540109 6,247,757 76,669 SH SOLE 51,249 0 25,420
BANKUNITED INC COM 06652K103 76,130,551 1,571,322 SH SOLE 1,498,030 0 73,292
BIOLIFE SOLUTIONS INC COM 09062W204 16,260,366 575,792 SH SOLE 500,067 0 75,725
BIO-TECHNE CORP COM 09073M104 54,734,180 774,723 SH SOLE 752,582 0 22,141
BIRKENSTOCK HOLDING PLC COM M2029K104 6,850,376 159,200 SH Put SOLE 159,200 0 0
BJS RESTAURANTS INC COM 09180C106 21,175,622 348,656 SH SOLE 331,039 0 17,617
BROADCOM INC COM 11135F101 1,353,478 3,583 SH SOLE 3,583 0 0
CAMDEN PPTY TR COM 133131102 22,181,980 193,746 SH SOLE 193,746 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 30,893,758 356,535 SH SOLE 356,535 0 0
CAPITAL ONE FINL CORP COM 14040H105 10,723,741 53,453 SH SOLE 53,453 0 0
CAPITOL FED FINL INC COM 14057J101 11,873,875 1,395,285 SH SOLE 934,604 0 460,681
CBRE GROUP INC COM 12504L109 8,675,787 64,413 SH SOLE 64,413 0 0
CENTRAL PAC FINL CORP COM 154760409 7,260,789 190,073 SH SOLE 127,027 0 63,046
CHAMPION HOMES INC COM 830830105 83,729,597 950,177 SH SOLE 905,743 0 44,434
CHESAPEAKE UTILS CORP COM 165303108 4,565,809 37,278 SH SOLE 24,919 0 12,359
CIENA CORP COM 171779309 10,728,057 21,869 SH SOLE 21,869 0 0
CITIGROUP INC COM 172967424 1,698,974 12,139 SH SOLE 12,139 0 0
CLEARWATER PAPER CORP COM 18538R103 2,841,624 181,226 SH SOLE 121,000 0 60,226
COHU INC COM 192576106 6,826,328 92,360 SH SOLE 61,461 0 30,899
CONCENTRA GROUP HOLDINGS PAR COM 20603L102 17,446,709 586,444 SH SOLE 516,077 0 70,367
COOPER COS INC COM 216648501 31,864,984 444,359 SH SOLE 444,359 0 0
CRH PLC COM G25508105 6,926,645 64,735 SH SOLE 64,735 0 0
DANAHER CORP DEL COM 235851102 1,490,125 7,823 SH SOLE 7,823 0 0
DAUCH CORP COM 024061103 24,538,264 4,527,355 SH SOLE 4,194,288 0 333,067
EVERCORE INC COM 29977A105 9,386,186 27,490 SH SOLE 27,490 0 0
EVERGY INC COM 30034W106 45,132,104 522,181 SH SOLE 522,181 0 0
FIRST AMERN FINL CORP COM 31847R102 31,822,879 463,958 SH SOLE 463,958 0 0
FIRST INTST BANCSYSTEM INC COM 32055Y201 39,872,698 1,034,043 SH SOLE 985,548 0 48,495
FLOOR & DECOR HLDGS INC COM 339750101 13,033,853 219,573 SH SOLE 219,573 0 0
FORGENT POWER SOLUTIONS INC COM 34631F102 6,924,797 123,967 SH SOLE 123,967 0 0
FRANKLIN ELEC INC COM 353514102 4,517,951 42,149 SH SOLE 28,142 0 14,007
FULLER H B CO COM 359694106 1,324,699 22,726 SH SOLE 15,175 0 7,551
GATES INDL CORP LTD COM G39104107 44,667,335 1,596,973 SH SOLE 1,506,082 0 90,891
GLOBAL PMTS INC COM 37940X102 11,469,704 158,072 SH SOLE 158,072 0 0
HAPPEN INC COM 52603A208 24,516,464 1,182,086 SH SOLE 1,068,670 0 113,416
HUB GROUP INC COM 443320106 37,654,320 859,884 SH SOLE 816,382 0 43,502
INDEPENDENCE RLTY TR INC COM 45378A106 8,137,360 487,559 SH SOLE 325,554 0 162,005
INTEL CORP COM 458140100 2,305,571 16,512 SH SOLE 16,512 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,143,119 4,065 SH SOLE 4,065 0 0
KNOWLES CORP COM 49926D109 47,800,142 1,152,366 SH SOLE 1,077,423 0 74,943
LOUISIANA PAC CORP COM 546347105 7,753,123 98,565 SH SOLE 98,565 0 0
M/I HOMES INC COM 55305B101 6,587,888 40,972 SH SOLE 27,383 0 13,589
MADDEN STEVEN LTD COM 556269108 46,961,624 1,115,478 SH SOLE 1,047,210 0 68,268
MARTEN TRANS LTD COM 573075108 26,437,184 1,523,757 SH SOLE 1,392,107 0 131,650
MATADOR RES CO COM 576485205 7,118,042 142,990 SH SOLE 125,283 0 17,707
MICROCHIP TECHNOLOGY INC. COM 595017104 15,957,811 174,976 SH SOLE 174,976 0 0
MIDDLESEX WTR CO COM 596680108 6,076,063 108,192 SH SOLE 72,235 0 35,957
MKS INC. COM 55306N104 58,355,091 131,194 SH SOLE 131,194 0 0
MOELIS & CO COM 60786M105 13,170,551 201,323 SH SOLE 160,425 0 40,898
NEXTERA ENERGY INC COM 65339F101 13,807,450 157,314 SH SOLE 157,314 0 0
OMNICELL COM COM 68213N109 12,397,747 298,597 SH SOLE 246,956 0 51,641
QNITY ELECTRONICS INC COM 74743L100 22,285,283 136,460 SH SOLE 136,460 0 0
QUAKER HOUGHTON COM 747316107 16,851,976 106,074 SH SOLE 92,505 0 13,569
QUANEX BLDG PRODS CORP COM 747619104 6,440,453 345,889 SH SOLE 230,950 0 114,939
RANGE RES CORP COM 75281A109 13,068,454 351,397 SH SOLE 327,053 0 24,344
REGAL REXNORD CORPORATION COM 758750103 71,877,167 301,764 SH SOLE 301,764 0 0
SAIA INC COM 78709Y105 33,177,721 78,777 SH SOLE 78,777 0 0
SAILPOINT INC COM 78781J109 18,889,538 1,290,269 SH SOLE 1,215,747 0 74,522
SCHWAB CHARLES CORP COM 808513105 1,870,959 20,277 SH SOLE 20,277 0 0
SEMTECH CORP COM 816850101 53,109,459 328,140 SH SOLE 328,140 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 10,425,896 84,564 SH SOLE 84,564 0 0
SLB LIMITED COM 806857108 23,057,831 495,974 SH SOLE 495,974 0 0
SOLSTICE ADVANCED MATLS INC COM 83443Q103 36,476,354 411,697 SH SOLE 411,697 0 0
SPACE EXPLORATION TECHN CORP COM 84615Q103 3,474,096 20,333 SH SOLE 20,333 0 0
STEWART INFORMATION SVCS COR COM 860372101 6,834,324 103,519 SH SOLE 69,343 0 34,176
SUN CMNTYS INC COM 866674104 28,660,768 239,019 SH SOLE 239,019 0 0
TARGET CORP COM 87612E106 17,694,782 135,478 SH SOLE 135,478 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 40,701,574 61,031 SH SOLE 61,031 0 0
TENNANT CO COM 880345103 5,203,027 59,436 SH SOLE 39,683 0 19,753
TERRENO RLTY CORP COM 88146M101 24,112,640 372,281 SH SOLE 344,654 0 27,627
TETRA TECHNOLOGIES INC DEL COM 88162F105 57,447,847 5,070,419 SH SOLE 4,762,897 0 307,522
TFS FINL CORP COM 87240R107 20,606,889 1,162,917 SH SOLE 1,005,085 0 157,832
TIMKEN CO COM 887389104 34,114,451 234,754 SH SOLE 234,754 0 0
TOWER SEMICONDUCTOR LTD COM M87915274 1,386,865 5,321 SH SOLE 5,321 0 0
TRUIST FINL CORP COM 89832Q109 11,702,021 234,886 SH SOLE 234,886 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 6,180,849 43,347 SH SOLE 28,947 0 14,400
VAIL RESORTS INC COM 91879Q109 37,010,471 271,836 SH SOLE 271,836 0 0
VALVOLINE INC COM 92047W101 9,431,239 238,524 SH SOLE 238,524 0 0
VEECO INSTRS INC DEL COM 922417100 34,712,837 457,953 SH SOLE 440,362 0 17,591
VIAVI SOLUTIONS INC COM 925550105 7,340,417 153,726 SH SOLE 114,204 0 39,522
VICTORIAS SECRET AND CO COM 926400102 7,742,520 92,747 SH SOLE 92,747 0 0
VONTIER CORPORATION COM 928881101 11,369,856 392,064 SH SOLE 392,064 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 9,430,930 26,270 SH SOLE 26,270 0 0
WILLSCOT HLDGS CORP COM 971378104 68,564,289 2,375,755 SH SOLE 2,262,271 0 113,484
WOODWARD INC COM 980745103 17,739,997 41,698 SH SOLE 41,698 0 0
XENIA HOTELS & RESORTS INC COM 984017103 4,714,928 231,578 SH SOLE 154,630 0 76,948
XYLEM INC COM 98419M100 10,689,494 90,428 SH SOLE 90,428 0 0