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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGCO Corp. COM 001084102   42,146,572 311,735 SH   SOLE   281,936 0 29,799
Armstrong World Industries Inc COM 04247X102   36,210,081 508,283 SH   SOLE   454,775 0 53,508
Belden Inc COM 077454106   31,371,433 361,547 SH   SOLE   359,468 0 2,079
Boot Barn Holdings Inc COM 099406100   3,009,576 39,269 SH   SOLE   17,747 0 21,522
Broadridge Financial Solutions COM 11133T103   8,883,168 60,607 SH   SOLE   27,418 0 33,189
Darling Ingredients Inc. COM 237266101   69,657,242 1,192,761 SH   SOLE   1,075,342 0 117,419
Dorman Products Inc COM 258278100   35,417,925 410,595 SH   SOLE   408,232 0 2,363
Dycom Industries Inc COM 267475101   61,541,629 657,145 SH   SOLE   592,867 0 64,278
Enerpac Tool Group COM 292765104   41,908,613 1,643,475 SH   SOLE   1,634,005 0 9,470
IDEX Corp. COM 45167R104   4,133,589 17,892 SH   SOLE   8,615 0 9,277
Ingevity Corp COM 45688C107   49,411,165 690,872 SH   SOLE   626,331 0 64,541
Live Oak Bancshares Inc COM 53803X105   22,425,420 920,206 SH   SOLE   914,894 0 5,312
Louisiana-Pacific Corp COM 546347105   3,849,398 71,009 SH   SOLE   32,088 0 38,921
Malibu Boats Inc COM 56117J100   26,103,609 462,420 SH   SOLE   459,764 0 2,656
MGP Ingredients Inc COM 55303J106   36,173,087 373,998 SH   SOLE   371,850 0 2,148
Murphy USA Inc. COM 626755102   46,753,241 181,179 SH   SOLE   160,962 0 20,217
Polaris Inc. COM 731068102   45,944,086 415,295 SH   SOLE   365,606 0 49,689
SEI Investments Co COM 784117103   5,005,872 86,983 SH   SOLE   19,193 0 67,790
Stepan Co COM 858586100   40,719,929 395,224 SH   SOLE   392,948 0 2,276
The Boston Beer Co Inc COM 100557107   41,518,097 126,310 SH   SOLE   111,543 0 14,767
The Brink's Co. COM 109696104   46,826,399 700,994 SH   SOLE   632,416 0 68,578
Thor Industries Inc. COM 885160101   30,942,131 388,525 SH   SOLE   343,424 0 45,101
Timken Co. COM 887389104   50,200,433 614,298 SH   SOLE   553,331 0 60,967
Trex Co COM 89531P105   5,591,891 114,894 SH   SOLE   52,706 0 62,188
Univar Solutions USA Inc. COM 91336L107   47,309,381 1,350,539 SH   SOLE   1,217,511 0 133,028
US Physical Therapy Inc COM 90337L108   28,154,804 287,558 SH   SOLE   285,931 0 1,627
Watsco Inc COM 942622200   8,722,038 27,414 SH   SOLE   12,525 0 14,889
WestRock Co COM 96145D105   6,423,228 210,805 SH   SOLE   95,371 0 115,434