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

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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 FIGI (to the nearest dollar) 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