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
ABBVIE INC COM 00287Y109   9,557,701 52,486 SH   SOLE   44,857 0 7,629
ADVANCED ENERGY INDS COM 007973100   73,170,854 717,502 SH   SOLE   373,967 0 343,535
AES CORP COM 00130H105   6,201,108 345,851 SH   SOLE   295,533 0 50,318
AFFILIATED MANAGERS GROUP IN COM 008252108   72,579,153 433,386 SH   SOLE   226,426 0 206,960
AMKOR TECHNOLOGY INC COM 031652100   8,988,673 278,805 SH   SOLE   250,859 0 27,946
ARAMARK COM 03852U106   11,470,715 352,728 SH   SOLE   317,274 0 35,454
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   62,805,914 1,372,207 SH   SOLE   716,474 0 655,733
ASBURY AUTOMOTIVE GROUP INC COM 043436104   62,054,938 263,190 SH   SOLE   136,976 0 126,214
ATI INC COM 01741R102   81,384,452 1,590,472 SH   SOLE   919,367 0 671,105
AVERY DENNISON CORP COM 053611109   5,855,401 26,228 SH   SOLE   22,420 0 3,808
AVIENT CORPORATION COM 05368V106   83,435,241 1,922,471 SH   SOLE   1,004,756 0 917,715
AXALTA COATING SYS LTD COM G0750C108   12,708,824 369,550 SH   SOLE   332,524 0 37,026
BAXTER INTL INC COM 071813109   7,707,518 180,335 SH   SOLE   154,150 0 26,185
BECTON DICKINSON & CO COM 075887109   8,044,847 32,511 SH   SOLE   27,790 0 4,721
BELDEN INC COM 077454106   83,676,747 903,539 SH   SOLE   471,393 0 432,146
BIOGEN INC COM 09062X103   8,280,839 38,403 SH   SOLE   32,825 0 5,578
BOEING CO COM 097023105   8,254,375 42,771 SH   SOLE   36,562 0 6,209
BOYD GAMING CORP COM 103304101   62,015,857 921,210 SH   SOLE   483,738 0 437,472
BRINKS CO COM 109696104   83,668,012 905,694 SH   SOLE   472,500 0 433,194
CACI INTL INC CL A 127190304   11,317,546 29,875 SH   SOLE   26,877 0 2,998
CAESARS ENTERTAINMENT INC NE COM 12769G100   10,561,373 241,458 SH   SOLE   217,268 0 24,190
CARLISLE COS INC COM 142339100   12,541,159 32,005 SH   SOLE   28,797 0 3,208
CARLYLE GROUP INC COM 14316J108   12,903,346 275,066 SH   SOLE   247,465 0 27,601
CENTENE CORP DEL COM 15135B101   7,687,979 97,961 SH   SOLE   83,713 0 14,248
CHARLES RIV LABS INTL INC COM 159864107   13,754,506 50,764 SH   SOLE   45,672 0 5,092
CHEVRON CORP NEW COM 166764100   9,485,853 60,136 SH   SOLE   51,397 0 8,739
CHUBB LIMITED COM H1467J104   7,902,688 30,497 SH   SOLE   26,057 0 4,440
CIENA CORP COM NEW 171779309   9,684,585 195,846 SH   SOLE   176,225 0 19,621
CME GROUP INC COM 12572Q105   7,389,829 34,325 SH   SOLE   29,346 0 4,979
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108   69,795,491 2,887,691 SH   SOLE   1,628,699 0 1,258,992
DARLING INGREDIENTS INC COM 237266101   62,700,457 1,348,107 SH   SOLE   703,230 0 644,877
DIAMONDBACK ENERGY INC COM 25278X109   7,843,965 39,582 SH   SOLE   35,611 0 3,971
DIODES INC COM 254543101   65,700,360 931,920 SH   SOLE   486,981 0 444,939
ELANCO ANIMAL HEALTH INC COM 28414H103   8,128,050 499,266 SH   SOLE   426,561 0 72,705
ENOVIS CORPORATION COM 194014502   98,636,652 1,579,450 SH   SOLE   900,919 0 678,531
ENTEGRIS INC COM 29362U104   10,455,192 74,393 SH   SOLE   66,939 0 7,454
ENTERGY CORP NEW COM 29364G103   7,225,236 68,369 SH   SOLE   58,437 0 9,932
EOG RES INC COM 26875P101   6,142,201 48,046 SH   SOLE   41,061 0 6,985
EVERCORE INC CLASS A 29977A105   83,666,681 434,429 SH   SOLE   226,833 0 207,596
EXXON MOBIL CORP COM 30231G102   8,278,845 71,222 SH   SOLE   60,878 0 10,344
FIRST AMERN FINL CORP COM 31847R102   9,324,411 152,734 SH   SOLE   137,451 0 15,283
FTAI AVIATION LTD SHS G3730V105   5,850,793 86,936 SH   SOLE   74,296 0 12,640
GLOBUS MED INC CL A 379577208   7,576,489 141,247 SH   SOLE   120,751 0 20,496
GOLDMAN SACHS GROUP INC COM 38141G104   7,488,346 17,928 SH   SOLE   15,323 0 2,605
HELMERICH & PAYNE INC COM 423452101   18,972,004 451,070 SH   SOLE   1,398 0 449,672
HERC HLDGS INC COM 42704L104   87,506,070 519,941 SH   SOLE   271,732 0 248,209
HEXCEL CORP NEW COM 428291108   71,398,027 980,069 SH   SOLE   512,431 0 467,638
HILLENBRAND INC COM 431571108   72,945,494 1,450,497 SH   SOLE   825,855 0 624,642
HOWMET AEROSPACE INC COM 443201108   12,405,948 181,294 SH   SOLE   163,122 0 18,172
INSTALLED BLDG PRODS INC COM 45780R101   67,354,663 260,328 SH   SOLE   135,481 0 124,847
INTEGER HLDGS CORP COM 45826H109   85,487,469 732,666 SH   SOLE   382,916 0 349,750
INTEL CORP COM 458140100   7,655,456 173,318 SH   SOLE   148,120 0 25,198
INTERNATIONAL BUSINESS MACHS COM 459200101   4,196,919 21,978 SH   SOLE   18,787 0 3,191
INVESCO LTD SHS G491BT108   10,486,771 632,114 SH   SOLE   568,745 0 63,369
IPG PHOTONICS CORP COM 44980X109   61,520,831 678,364 SH   SOLE   354,474 0 323,890
ITT INC COM 45073V108   12,841,504 94,402 SH   SOLE   84,932 0 9,470
JOHNSON & JOHNSON COM 478160104   8,388,816 53,030 SH   SOLE   45,333 0 7,697
KENVUE INC COM 49177J102   6,038,093 281,365 SH   SOLE   240,246 0 41,119
L3HARRIS TECHNOLOGIES INC COM 502431109   5,552,107 26,054 SH   SOLE   22,267 0 3,787
LABORATORY CORP AMER HLDGS COM NEW 50540R409   9,771,934 44,731 SH   SOLE   40,244 0 4,487
LAMB WESTON HLDGS INC COM 513272104   10,232,633 96,054 SH   SOLE   86,416 0 9,638
LITHIA MTRS INC COM 536797103   9,143,135 30,390 SH   SOLE   27,358 0 3,032
LITTELFUSE INC COM 537008104   10,456,675 43,147 SH   SOLE   38,824 0 4,323
LOUISIANA PAC CORP COM 546347105   90,839,791 1,082,586 SH   SOLE   565,714 0 516,872
LPL FINL HLDGS INC COM 50212V100   8,994,953 34,046 SH   SOLE   30,635 0 3,411
MADISON SQUARE GARDEN ENTMT COM CL A 558256103   81,749,047 2,084,903 SH   SOLE   1,197,685 0 887,218
MCCORMICK & CO INC COM NON VTG 579780206   5,851,923 76,187 SH   SOLE   65,119 0 11,068
MEDPACE HLDGS INC COM 58506Q109   44,819,023 110,897 SH   SOLE   57,835 0 53,062
MEDTRONIC PLC SHS G5960L103   6,392,452 73,350 SH   SOLE   62,681 0 10,669
MERIT MED SYS INC COM 589889104   62,943,402 830,936 SH   SOLE   433,470 0 397,466
MONDELEZ INTL INC CL A 609207105   7,314,440 104,492 SH   SOLE   89,321 0 15,171
MSA SAFETY INC COM 553498106   73,295,110 378,610 SH   SOLE   197,925 0 180,685
MURPHY OIL CORP COM 626717102   9,970,232 218,167 SH   SOLE   196,308 0 21,859
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   75,087,083 435,818 SH   SOLE   254,710 0 181,108
NORTHROP GRUMMAN CORP COM 666807102   6,612,688 13,815 SH   SOLE   11,808 0 2,007
OLD NATL BANCORP IND COM 680033107   62,543,632 3,592,397 SH   SOLE   1,872,121 0 1,720,276
ONESPAWORLD HOLDINGS LIMITED COM P73684113   39,299,993 2,970,521 SH   SOLE   1,551,406 0 1,419,115
ORACLE CORP COM 68389X105   8,875,854 70,662 SH   SOLE   60,404 0 10,258
PARSONS CORP DEL COM 70202L102   76,520,048 922,484 SH   SOLE   482,780 0 439,704
PATTERSON-UTI ENERGY INC COM 703481101   60,849,094 5,096,239 SH   SOLE   2,656,713 0 2,439,526
PHILIP MORRIS INTL INC COM 718172109   8,842,888 96,517 SH   SOLE   82,491 0 14,026
PINNACLE FINL PARTNERS INC COM 72346Q104   62,407,794 726,686 SH   SOLE   379,075 0 347,611
PORTLAND GEN ELEC CO COM NEW 736508847   62,793,276 1,495,078 SH   SOLE   779,943 0 715,135
PVH CORPORATION COM 693656100   84,613,755 601,762 SH   SOLE   346,739 0 255,023
REGAL REXNORD CORPORATION COM 758750103   13,422,313 74,527 SH   SOLE   67,057 0 7,470
SALESFORCE INC COM 79466L302   8,784,818 29,168 SH   SOLE   24,930 0 4,238
SCHLUMBERGER LTD COM STK 806857108   4,922,760 89,815 SH   SOLE   76,603 0 13,212
SELECTIVE INS GROUP INC COM 816300107   31,616,396 289,607 SH   SOLE   151,055 0 138,552
SEMPRA COM 816851109   7,966,378 110,906 SH   SOLE   94,797 0 16,109
SM ENERGY CO COM 78454L100   48,846,370 979,867 SH   SOLE   661,229 0 318,638
SOUTHSTATE CORPORATION COM 840441109   71,872,713 845,263 SH   SOLE   479,381 0 365,882
SOUTHWEST GAS HLDGS INC COM 844895102   94,779,718 1,244,972 SH   SOLE   714,199 0 530,773
SPX TECHNOLOGIES INC COM 78473E103   77,942,152 633,007 SH   SOLE   330,449 0 302,558
STAG INDL INC COM 85254J102   61,613,862 1,602,858 SH   SOLE   835,925 0 766,933
STIFEL FINL CORP COM 860630102   91,470,469 1,170,148 SH   SOLE   660,734 0 509,414
SYNOVUS FINL CORP COM NEW 87161C501   71,861,992 1,793,859 SH   SOLE   1,022,565 0 771,294
TERADYNE INC COM 880770102   10,161,470 90,060 SH   SOLE   81,037 0 9,023
TIMKEN CO COM 887389104   8,848,703 101,209 SH   SOLE   91,069 0 10,140
T-MOBILE US INC COM 872590104   8,417,255 51,570 SH   SOLE   44,082 0 7,488
TOPBUILD CORP COM 89055F103   11,207,764 25,430 SH   SOLE   22,878 0 2,552
ULTA BEAUTY INC COM 90384S303   10,019,427 19,162 SH   SOLE   17,242 0 1,920
VESTIS CORPORATION COM SHS 29430C102   68,846,488 3,572,729 SH   SOLE   1,867,694 0 1,705,035
WABTEC COM 929740108   17,402,496 119,457 SH   SOLE   105,764 0 13,693
WELLS FARGO CO NEW COM 949746101   9,806,948 169,202 SH   SOLE   144,602 0 24,600
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   10,272,315 220,910 SH   SOLE   198,767 0 22,143
WINTRUST FINL CORP COM 97650W108   71,452,658 684,478 SH   SOLE   389,839 0 294,639
XPO INC COM 983793100   89,345,851 732,163 SH   SOLE   418,436 0 313,727