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
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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
ADTRAN INC COM 00738A106 28,146 1,605,591 SH   SOLE   1,602,426 0 3,165
AES CORP COM 00130H105 7,609 362,148 SH   SOLE   361,618 0 530
AIR TRANSPORT SERVICES GRP I COM 00922R105 36,317 1,264,087 SH   SOLE   1,262,322 0 1,765
API GROUP CORP COM STK 00187Y100 22,368 1,494,176 SH   SOLE   1,491,711 0 2,465
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 27,449 771,695 SH   SOLE   770,085 0 1,610
BRIGHTVIEW HLDGS INC COM 10948C107 36,191 3,015,950 SH   SOLE   3,010,775 0 5,175
CADENCE BANK COM 12740C103 13,201 562,215 SH   SOLE   562,215 0 0
CALLAWAY GOLF CO COM 131193104 20,734 1,016,377 SH   SOLE   1,015,227 0 1,150
CATALENT INC COM 148806102 8,306 77,421 SH   SOLE   77,056 0 365
CISCO SYS INC COM 17275R102 9,950 233,356 SH   SOLE   231,831 0 1,525
COMPASS MINERALS INTL INC COM 20451N101 23,789 672,191 SH   SOLE   670,871 0 1,320
DEVON ENERGY CORP NEW COM 25179M103 13,503 245,010 SH   SOLE   243,095 0 1,915
DOUGLAS DYNAMICS INC COM 25960R105 5,014 174,444 SH   SOLE   174,444 0 0
ENCORE CAP GROUP INC COM 292554102 28,419 491,940 SH   SOLE   491,180 0 760
EVERCORE INC CLASS A 29977A105 19,617 209,563 SH   SOLE   209,238 0 325
GENTEX CORP COM 371901109 25,066 896,192 SH   SOLE   894,682 0 1,510
GRANITE CONSTR INC COM 387328107 23,009 789,605 SH   SOLE   788,610 0 995
HALOZYME THERAPEUTICS INC COM 40637H109 16,404 372,818 SH   SOLE   372,818 0 0
HCI GROUP INC COM 40416E103 27,351 403,652 SH   SOLE   403,232 0 420
HILLENBRAND INC COM 431571108 38,610 942,634 SH   SOLE   940,934 0 1,700
HOSTESS BRANDS INC CL A 44109J106 20,276 955,953 SH   SOLE   953,128 0 2,825
HOWARD HUGHES CORP COM 44267D107 25,411 373,410 SH   SOLE   373,310 0 100
INTEL CORP COM 458140100 6,245 166,940 SH   SOLE   166,180 0 760
JAMES RIV GROUP LTD COM G5005R107 25,427 1,026,107 SH   SOLE   1,024,412 0 1,695
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 23,720 2,626,815 SH   SOLE   2,623,590 0 3,225
JOHNSON & JOHNSON COM 478160104 10,931 61,579 SH   SOLE   61,139 0 440
JPMORGAN CHASE & CO COM 46625H100 2,774 24,630 SH   SOLE   24,590 0 40
KNOWLES CORP COM 49926D109 32,540 1,877,651 SH   SOLE   1,874,311 0 3,340
MORGAN STANLEY COM NEW 617446448 2,479 32,595 SH   SOLE   32,545 0 50
MP MATERIALS CORP COM CL A 553368101 16,380 510,601 SH   SOLE   510,601 0 0
OPEN LENDING CORP COM CL A 68373J104 12,078 1,180,630 SH   SOLE   1,179,160 0 1,470
ORACLE CORP COM 68389X105 8,162 116,821 SH   SOLE   116,176 0 645
PEPSICO INC COM 713448108 6,828 40,972 SH   SOLE   40,727 0 245
PHILIP MORRIS INTL INC COM 718172109 11,337 114,820 SH   SOLE   114,210 0 610
QUOTIENT TECHNOLOGY INC COM 749119103 9,674 3,257,093 SH   SOLE   3,253,083 0 4,010
SHUTTERSTOCK INC COM 825690100 28,360 494,850 SH   SOLE   493,935 0 915
SP PLUS CORP COM 78469C103 30,095 979,651 SH   SOLE   978,241 0 1,410
STERICYCLE INC COM 858912108 26,186 597,163 SH   SOLE   596,313 0 850
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 26,239 645,496 SH   SOLE   644,011 0 1,485
TERRENO RLTY CORP COM 88146M101 22,251 399,260 SH   SOLE   399,100 0 160
UPLAND SOFTWARE INC COM 91544A109 16,064 1,106,308 SH   SOLE   1,104,243 0 2,065
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 408 1,177 SH   SOLE   1,177 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1,365 15,995 SH   SOLE   15,995 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 789 15,800 SH   SOLE   15,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 8,541 168,287 SH   SOLE   167,382 0 905
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 27,381 1,026,258 SH   SOLE   1,026,258 0 0
WASTE CONNECTIONS INC COM 94106B101 8,769 70,737 SH   SOLE   70,301 0 436
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 37,089 1,144,026 SH   SOLE   1,141,196 0 2,830
WORLD FUEL SVCS CORP COM 981475106 17,768 868,430 SH   SOLE   867,525 0 905
ZIMMER BIOMET HOLDINGS INC COM 98956P102 8,291 78,919 SH   SOLE   78,524 0 395