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   41,263,984 335,425 SH   SOLE   304,704 0 30,721
Armstrong World Industries Inc COM 04247X102   33,653,186 270,916 SH   SOLE   244,827 0 26,089
Belden Inc COM 077454106   49,148,590 530,705 SH   SOLE   483,109 0 47,596
Boot Barn Holdings Inc COM 099406100   51,507,454 541,329 SH   SOLE   485,719 0 55,610
Broadridge Financial Solutions COM 11133T103   9,968,078 48,658 SH   SOLE   25,898 0 22,760
Darling Ingredients Inc. COM 237266101   62,190,614 1,337,145 SH   SOLE   1,209,650 0 127,495
Dorman Products Inc COM 258278100   33,099,940 343,396 SH   SOLE   341,061 0 2,335
Dycom Industries Inc COM 267475101   65,469,200 456,136 SH   SOLE   412,407 0 43,729
Enerpac Tool Group COM 292765104   42,419,353 1,189,550 SH   SOLE   1,181,515 0 8,035
Floor & Decor Holdings COM 339750101   2,956,762 22,811 SH   SOLE   12,139 0 10,672
IDEX Corp. COM 45167R104   4,602,217 18,860 SH   SOLE   9,958 0 8,902
Ingevity Corp COM 45688C107   35,203,363 738,016 SH   SOLE   668,419 0 69,597
Live Oak Bancshares Inc COM 53803X105   33,760,706 813,315 SH   SOLE   807,830 0 5,485
Louisiana-Pacific Corp COM 546347105   46,325,285 552,083 SH   SOLE   496,923 0 55,160
Malibu Boats Inc COM 56117J100   20,560,121 475,049 SH   SOLE   471,854 0 3,195
MGP Ingredients Inc COM 55303J106   48,033,237 557,683 SH   SOLE   505,750 0 51,933
Murphy USA Inc. COM 626755102   33,486,534 79,882 SH   SOLE   72,244 0 7,638
Polaris Inc. COM 731068102   31,528,889 314,911 SH   SOLE   283,865 0 31,046
SEI Investments Co COM 784117103   4,783,579 66,531 SH   SOLE   22,176 0 44,355
Stepan Co COM 858586100   23,642,343 262,576 SH   SOLE   260,808 0 1,768
The Boston Beer Co Inc COM 100557107   44,258,406 145,386 SH   SOLE   131,439 0 13,947
The Brink's Co. COM 109696104   43,549,041 471,412 SH   SOLE   426,992 0 44,420
Thor Industries Inc. COM 885160101   28,482,642 242,736 SH   SOLE   219,469 0 23,267
Timken Co. COM 887389104   42,565,733 486,855 SH   SOLE   441,021 0 45,834
Trex Co COM 89531P105   4,884,259 48,965 SH   SOLE   25,827 0 23,138
US Physical Therapy Inc COM 90337L108   51,820,762 459,119 SH   SOLE   417,332 0 41,787
Watsco Inc COM 942622200   8,793,181 20,356 SH   SOLE   10,747 0 9,609