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
Advanced Energy Industries Inc COM 007973100 11,089,053 39,348 SH SOLE 38,957 0 391
AGCO Corp. COM 001084102 32,898,240 288,000 SH SOLE 261,870 0 26,130
APi Group COM 00187Y100 7,695,026 199,353 SH SOLE 111,476 0 87,877
Armstrong World Industries Inc COM 04247X102 31,480,487 194,408 SH SOLE 178,281 0 16,127
Badger Meter Inc COM 056525108 2,149,720 17,401 SH SOLE 9,509 0 7,892
Boot Barn Holdings Inc COM 099406100 34,564,771 286,916 SH SOLE 259,384 0 27,532
Broadridge Financial Solutions COM 11133T103 5,654,127 35,097 SH SOLE 19,448 0 15,649
Crane NXT COM 224441105 37,769,867 801,908 SH SOLE 725,353 0 76,555
CSW Industrials COM 126402106 26,644,519 92,490 SH SOLE 91,530 0 960
Darling Ingredients Inc. COM 237266101 43,890,841 722,959 SH SOLE 651,616 0 71,343
Dorman Products Inc COM 258278100 32,744,131 267,081 SH SOLE 264,436 0 2,645
Enerpac Tool Group COM 292765104 30,128,597 863,531 SH SOLE 854,948 0 8,583
Extreme Networks COM 30226D106 37,058,993 1,727,692 SH SOLE 1,556,140 0 171,552
Floor & Decor Holdings COM 339750101 3,116,546 68,032 SH SOLE 37,495 0 30,537
Generac Holdings Inc COM 368736104 6,773,680 32,731 SH SOLE 17,971 0 14,760
Ingevity Corp COM 45688C107 16,624,057 234,969 SH SOLE 210,961 0 24,008
Kadant Inc COM 48282T104 23,318,431 89,165 SH SOLE 84,667 0 4,498
Live Oak Bancshares Inc COM 53803X105 31,975,349 883,541 SH SOLE 797,685 0 85,856
Louisiana-Pacific Corp COM 546347105 36,509,996 565,608 SH SOLE 513,306 0 52,302
Modine Manufacturing Co COM 607828100 16,083,288 85,915 SH SOLE 77,056 0 8,859
MSA Safety Inc COM 553498106 32,763,539 184,189 SH SOLE 167,761 0 16,428
Murphy USA Inc. COM 626755102 33,217,593 65,904 SH SOLE 58,734 0 7,170
Oshkosh Corp COM 688239201 4,543,997 35,274 SH SOLE 19,434 0 15,840
SEI Investments Co COM 784117103 4,931,581 48,038 SH SOLE 16,782 0 31,256
The Boston Beer Co Inc COM 100557107 21,014,078 128,119 SH SOLE 116,375 0 11,744
The Brink's Co. COM 109696104 31,052,809 307,484 SH SOLE 283,430 0 24,054
US Physical Therapy Inc COM 90337L108 39,993,302 466,503 SH SOLE 418,692 0 47,811
Valmont Industries Inc COM 920253101 5,106,669 11,030 SH SOLE 6,060 0 4,970
Watsco Inc COM 942622200 5,391,514 17,812 SH SOLE 9,733 0 8,079
Xpel Inc COM 98379L100 5,601,198 126,810 SH SOLE 125,534 0 1,276