UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 004498101 | 79,134,858 | 3,440,646 | SH | SOLE | 3,039,906 | 0 | 400,740 | ||
| ASHLAND INC | COM | 044186104 | 71,804,448 | 667,762 | SH | SOLE | 577,195 | 0 | 90,567 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 60,489,518 | 2,374,932 | SH | SOLE | 2,052,579 | 0 | 322,353 | ||
| BGC PARTNERS INC | CL A | 05541T101 | 56,565,395 | 15,004,084 | SH | SOLE | 13,269,068 | 0 | 1,735,016 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 103,612,180 | 1,783,956 | SH | SOLE | 1,572,391 | 0 | 211,565 | ||
| CBIZ INC | COM | 124805102 | 55,911,680 | 1,193,419 | SH | SOLE | 1,102,570 | 0 | 90,849 | ||
| COLUMBIA BKG SYS INC | COM | 197236102 | 76,025,856 | 2,523,261 | SH | SOLE | 2,235,464 | 0 | 287,797 | ||
| COMMUNITY HEALTHCARE TR INC | COM | 20369C106 | 19,623,354 | 548,138 | SH | SOLE | 505,854 | 0 | 42,284 | ||
| CONSENSUS CLOUD SOLUTIONS IN | COM | 20848V105 | 39,365,706 | 732,249 | SH | SOLE | 649,167 | 0 | 83,082 | ||
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | 104,391,939 | 1,889,105 | SH | SOLE | 1,666,411 | 0 | 222,694 | ||
| ENOVIS CORPORATION | COM | 194014502 | 63,804,239 | 1,192,157 | SH | SOLE | 1,053,719 | 0 | 138,438 | ||
| EQUITY COMWLTH | COM SH BEN INT | 294628102 | 40,594,403 | 1,625,727 | SH | SOLE | 1,439,941 | 0 | 185,786 | ||
| ESAB CORPORATION | COM | 29605J106 | 57,805,925 | 1,232,010 | SH | SOLE | 1,090,964 | 0 | 141,046 | ||
| ESCO TECHNOLOGIES INC | COM | 296315104 | 13,642,269 | 155,840 | SH | SOLE | 143,877 | 0 | 11,963 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 32,778,362 | 347,302 | SH | SOLE | 300,149 | 0 | 47,153 | ||
| EVERI HLDGS INC | COM | 30034T103 | 10,281,187 | 716,459 | SH | SOLE | 636,647 | 0 | 79,812 | ||
| FB FINL CORP | COM | 30257X104 | 34,622,711 | 958,016 | SH | SOLE | 884,377 | 0 | 73,639 | ||
| FIRST MERCHANTS CORP | COM | 320817109 | 94,414,889 | 2,296,640 | SH | SOLE | 2,053,498 | 0 | 243,142 | ||
| FMC CORP | COM NEW | 302491303 | 57,112,349 | 457,631 | SH | SOLE | 395,563 | 0 | 62,068 | ||
| FORWARD AIR CORP | COM | 349853101 | 20,461,774 | 195,078 | SH | SOLE | 180,288 | 0 | 14,790 | ||
| FULLER H B CO | COM | 359694106 | 27,605,827 | 385,449 | SH | SOLE | 355,989 | 0 | 29,460 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 99,859,388 | 1,930,006 | SH | SOLE | 1,668,222 | 0 | 261,784 | ||
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | 68,171,746 | 1,596,902 | SH | SOLE | 1,399,837 | 0 | 197,065 | ||
| HELEN OF TROY LTD | COM | G4388N106 | 20,599,869 | 185,735 | SH | SOLE | 160,504 | 0 | 25,231 | ||
| IAA INC | COM | 449253103 | 35,477,200 | 886,930 | SH | SOLE | 766,639 | 0 | 120,291 | ||
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 16,375,313 | 118,148 | SH | SOLE | 118,148 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 1,937,488 | 11,112 | SH | SOLE | 11,112 | 0 | 0 | ||
| KAMAN CORP | COM | 483548103 | 27,731,116 | 1,243,548 | SH | SOLE | 1,105,323 | 0 | 138,225 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 69,944,845 | 5,359,758 | SH | SOLE | 4,734,559 | 0 | 625,199 | ||
| LESLIES INC | COM | 527064109 | 49,105,689 | 4,021,760 | SH | SOLE | 3,555,291 | 0 | 466,469 | ||
| LITHIA MTRS INC | COM | 536797103 | 78,301,747 | 382,445 | SH | SOLE | 337,267 | 0 | 45,178 | ||
| LIVANOVA PLC | SHS | G5509L101 | 40,664,000 | 732,157 | SH | SOLE | 647,811 | 0 | 84,346 | ||
| MAGNOLIA OIL & GAS CORP | CL A | 559663109 | 91,106,935 | 3,885,157 | SH | SOLE | 3,435,816 | 0 | 449,341 | ||
| MEDICAL PPTYS TRUST INC | COM | 58463J304 | 65,943,493 | 5,919,524 | SH | SOLE | 5,192,886 | 0 | 726,638 | ||
| MODIVCARE INC | COM | 60783X104 | 33,339,720 | 371,556 | SH | SOLE | 342,683 | 0 | 28,873 | ||
| NEWMARK GROUP INC | CL A | 65158N102 | 37,355,665 | 4,687,035 | SH | SOLE | 4,146,804 | 0 | 540,231 | ||
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 | 165,153,028 | 943,570 | SH | SOLE | 834,000 | 0 | 109,570 | ||
| OSI SYSTEMS INC | COM | 671044105 | 17,043,601 | 214,331 | SH | SOLE | 197,833 | 0 | 16,498 | ||
| OXFORD INDS INC | COM | 691497309 | 21,739,563 | 233,307 | SH | SOLE | 215,523 | 0 | 17,784 | ||
| PACIFIC PREMIER BANCORP | COM | 69478X105 | 71,627,855 | 2,269,577 | SH | SOLE | 2,032,228 | 0 | 237,349 | ||
| PACWEST BANCORP DEL | COM | 695263103 | 96,090,506 | 4,186,950 | SH | SOLE | 3,691,813 | 0 | 495,137 | ||
| RUTHS HOSPITALITY GROUP INC | COM | 783332109 | 12,573,357 | 812,232 | SH | SOLE | 742,091 | 0 | 70,141 | ||
| SILGAN HOLDINGS INC | COM | 827048109 | 176,800,492 | 3,410,503 | SH | SOLE | 3,012,160 | 0 | 398,343 | ||
| SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 78,828,081 | 1,293,961 | SH | SOLE | 1,142,746 | 0 | 151,215 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 91,471,014 | 4,990,235 | SH | SOLE | 4,416,713 | 0 | 573,522 | ||
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 28,452,396 | 71,147 | SH | SOLE | 61,494 | 0 | 9,653 | ||
| VERINT SYS INC | COM | 92343X100 | 98,199,837 | 2,706,721 | SH | SOLE | 2,393,443 | 0 | 313,278 | ||
| VERRA MOBILITY CORP | CL A COM STK | 92511U102 | 57,211,127 | 4,136,741 | SH | SOLE | 3,716,503 | 0 | 420,238 | ||
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 44,821,355 | 1,252,693 | SH | SOLE | 1,082,740 | 0 | 169,953 | ||
| VIPER ENERGY PARTNERS LP | COM UNT RP INT | 92763M105 | 51,346,275 | 1,615,171 | SH | SOLE | 1,430,745 | 0 | 184,426 | ||
| WIDEOPENWEST INC | COM | 96758W101 | 13,749,258 | 1,509,249 | SH | SOLE | 1,383,565 | 0 | 125,684 | ||
| WILEY JOHN & SONS INC | CL A | 968223206 | 85,417,767 | 2,132,246 | SH | SOLE | 1,884,468 | 0 | 247,778 | ||
| XPO INC | COM | 983793100 | 17,992,279 | 540,471 | SH | SOLE | 467,162 | 0 | 73,309 | ||
| ZIFF DAVIS INC | COM | 48123V102 | 115,661,522 | 1,462,219 | SH | SOLE | 1,291,593 | 0 | 170,626 | ||