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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
PORTLAND GEN ELEC CO COM NEW 736508847 6,781 140,298 SH   SOLE 0 128,993 0 11,305
QCR HOLDINGS INC COM 74727A104 6,083 112,673 SH   SOLE 0 104,193 0 8,480
RADIAN GROUP INC COM 750236101 8,641 439,724 SH   SOLE 0 413,689 0 26,035
RAMBUS INC DEL COM 750917106 10,543 490,586 SH   SOLE 0 461,761 0 28,825
REGAL REXNORD CORPORATION COM 758750103 1,834 16,155 SH   SOLE 0 15,977 0 178
REINSURANCE GRP OF AMERICA I COM NEW 759351604 15,391 131,220 SH   SOLE 0 123,510 0 7,710
SPX CORP COM 784635104 6,451 122,082 SH   SOLE 0 112,927 0 9,155
SPDR SER TR S&P BIOTECH 78464A870 248 3,335 SH   SOLE 0 2,930 0 405
SABRA HEALTH CARE REIT INC COM 78573L106 12,880 921,940 SH   SOLE 0 867,650 0 54,290
SAFEHOLD INC COM 78645L100 5,540 156,630 SH   SOLE 0 147,345 0 9,285
SIGNATURE BK NEW YORK N Y COM 82669G104 1,512 8,435 SH   SOLE 0 8,420 0 15
SMITH A O CORP COM 831865209 2,273 41,565 SH   SOLE 0 41,460 0 105
SOUTHSTATE CORPORATION COM 840441109 9,210 119,375 SH   SOLE 0 110,450 0 8,925
SOUTHSIDE BANCSHARES INC COM 84470P109 7,005 187,189 SH   SOLE 0 173,294 0 13,895
SPROUTS FMRS MKT INC COM 85208M102 5,756 227,315 SH   SOLE 0 209,970 0 17,345
SUNPOWER CORP COM 867652406 149 9,415 SH   SOLE 0 8,285 0 1,130
SUPERNUS PHARMACEUTICALS INC COM 868459108 11,536 398,885 SH   SOLE 0 375,325 0 23,560
SYNOVUS FINL CORP COM NEW 87161C501 1,570 43,540 SH   SOLE 0 43,430 0 110
TRAVELCENTERS OF AMERICA INC COM NEW 89421B109 7,199 208,845 SH   SOLE 0 193,035 0 15,810
TRICO BANCSHARES COM 896095106 6,233 136,569 SH   SOLE 0 126,499 0 10,070
TRUEBLUE INC COM 89785X101 4,539 253,595 SH   SOLE 0 234,510 0 19,085
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 9,091 301,125 SH   SOLE 0 278,485 0 22,640
A10 NETWORKS INC COM 002121101 10,518 731,430 SH   SOLE 0 687,345 0 44,085
ADDUS HOMECARE CORP COM 006739106 5,909 70,950 SH   SOLE 0 65,540 0 5,410
ALEXANDER & BALDWIN INC NEW COM 014491104 9,211 513,147 SH   SOLE 0 483,007 0 30,140
ALLEGHENY TECHNOLOGIES INC COM 01741R102 7,176 315,966 SH   SOLE 0 297,381 0 18,585
ALLIANT ENERGY CORP COM 018802108 3,850 65,686 SH   SOLE 0 65,111 0 575
AMEDISYS INC COM 023436108 5,627 53,530 SH   SOLE 0 49,505 0 4,025
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 11,874 341,294 SH   SOLE 0 320,444 0 20,850
APTARGROUP INC COM 038336103 8,946 86,675 SH   SOLE 0 81,595 0 5,080
ATLANTIC UN BANKSHARES CORP COM 04911A107 7,314 215,625 SH   SOLE 0 199,470 0 16,155
AVIENT CORPORATION COM 05368V106 6,901 172,175 SH   SOLE 0 161,975 0 10,200
BJS WHSL CLUB HLDGS INC COM 05550J101 12,183 195,495 SH   SOLE 0 183,995 0 11,500
BELDEN INC COM 077454106 8,145 152,905 SH   SOLE 0 141,355 0 11,550
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,647 19,875 SH   SOLE 0 19,825 0 50
BLACK HILLS CORP COM 092113109 11,798 162,130 SH   SOLE 0 152,765 0 9,365
FIRST FNDTN INC COM 32026V104 6,203 302,905 SH   SOLE 0 280,350 0 22,555
FLUOR CORP NEW COM 343412102 10,373 426,165 SH   SOLE 0 401,090 0 25,075
FOUR CORNERS PPTY TR INC COM 35086T109 6,321 237,720 SH   SOLE 0 221,205 0 16,515
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 2,690 17,565 SH   SOLE   17,565 0 0
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 6,421 157,375 SH   SOLE   157,375 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2,146 51,520 SH   SOLE   51,520 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 7,480 117,698 SH   SOLE   117,698 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 34,042 98,137 SH   SOLE   98,137 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 507 5,560 SH   SOLE   0 0 5,560
VANGUARD INDEX FDS MID CAP ETF 922908629 3,954 20,075 SH   SOLE   20,075 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,760 9,995 SH   SOLE   9,995 0 0
VERINT SYS INC COM 92343X100 10,425 246,170 SH   SOLE 0 231,285 0 14,885
VICOR CORP COM 925815102 9,442 172,515 SH   SOLE 0 162,610 0 9,905
WASHINGTON FED INC COM 938824109 9,451 314,826 SH   SOLE 0 295,661 0 19,165
WEBSTER FINL CORP COM 947890109 1,927 45,710 SH   SOLE 0 45,595 0 115
WESTERN ALLIANCE BANCORP COM 957638109 2,218 31,415 SH   SOLE 0 31,335 0 80
WINTRUST FINL CORP COM 97650W108 5,647 70,458 SH   SOLE 0 65,223 0 5,235
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,769 26,910 SH   SOLE 0 26,472 0 438
ZURN WATER SOLUTIONS CORP COM 98983L108 10,557 387,558 SH   SOLE 0 364,018 0 23,540
BUNGE LIMITED COM G16962105 1,708 18,830 SH   SOLE 0 18,780 0 50
SIGNET JEWELERS LIMITED SHS G81276100 7,612 142,385 SH   SOLE 0 134,505 0 7,880
TECHNIPFMC PLC COM G87110105 7,279 1,081,610 SH   SOLE 0 1,017,065 0 64,545
COPA HOLDINGS SA CL A P31076105 8,303 131,020 SH   SOLE 0 123,325 0 7,695
CMS ENERGY CORP COM 125896100 2,172 32,175 SH   SOLE 0 32,090 0 85
CADENCE BANK COM 12740C103 9,420 401,200 SH   SOLE 0 371,000 0 30,200
CALIX INC COM 13100M509 194 5,695 SH   SOLE 0 5,010 0 685
CAMECO CORP COM 13321L108 1,877 89,310 SH   SOLE 0 89,110 0 200
CASEYS GEN STORES INC COM 147528103 1,791 9,680 SH   SOLE 0 9,658 0 22
CHAMPIONX CORPORATION COM 15872M104 7,100 357,685 SH   SOLE 0 336,875 0 20,810
CHARLES RIV LABS INTL INC COM 159864107 1,658 7,750 SH   SOLE 0 7,730 0 20
CIENA CORP COM NEW 171779309 1,818 39,775 SH   SOLE 0 39,320 0 455
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 5,660 319,395 SH   SOLE 0 295,280 0 24,115
CONSENSUS CLOUD SOLUTIONS IN COM 20848V105 0 0 SH   SOLE 0 0 0 0
COOPER COS INC COM NEW 216648402 2,093 6,685 SH   SOLE 0 6,670 0 15
CROWN HLDGS INC COM 228368106 1,876 20,355 SH   SOLE 0 20,295 0 60
DARLING INGREDIENTS INC COM 237266101 1,603 26,805 SH   SOLE 0 26,735 0 70
DECKERS OUTDOOR CORP COM 243537107 9,273 36,315 SH   SOLE 0 34,175 0 2,140
DENBURY INC COM 24790A101 71 1,180 SH   SOLE 0 1,180 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 10,394 1,265,961 SH   SOLE 0 1,191,474 0 74,487
DYCOM INDS INC COM 267475101 12,145 130,535 SH   SOLE 0 122,850 0 7,685
EQT CORP COM 26884L109 1,653 48,060 SH   SOLE 0 47,945 0 115
ENERGY RECOVERY INC COM 29270J100 10,265 528,595 SH   SOLE 0 497,365 0 31,230
ENPRO INDS INC COM 29355X107 8,808 107,510 SH   SOLE 0 101,160 0 6,350
ENTERPRISE FINL SVCS CORP COM 293712105 7,217 173,907 SH   SOLE 0 163,922 0 9,985
EVERI HLDGS INC COM 30034T103 7,549 462,834 SH   SOLE 0 435,984 0 26,850
MSA SAFETY INC COM 553498106 1,690 13,955 SH   SOLE 0 13,920 0 35
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 174 1,495 SH   SOLE 0 1,315 0 180
MAXAR TECHNOLOGIES INC COM 57778K105 7,688 294,680 SH   SOLE 0 277,345 0 17,335
MOSAIC CO NEW COM 61945C103 1,527 32,335 SH   SOLE 0 32,250 0 85
NATIONAL HEALTH INVS INC COM 63633D104 11,718 193,334 SH   SOLE 0 181,944 0 11,390
NATIONAL INSTRS CORP COM 636518102 139 4,460 SH   SOLE 0 3,945 0 515
NEXTIER OILFIELD SOLUTIONS COM 65290C105 4,187 440,300 SH   SOLE 0 408,135 0 32,165
NEXSTAR MEDIA GROUP INC CL A 65336K103 11,134 68,360 SH   SOLE 0 64,340 0 4,020
NEXTGEN HEALTHCARE INC COM 65343C102 8,775 503,178 SH   SOLE 0 473,628 0 29,550
NISOURCE INC COM 65473P105 907 30,745 SH   SOLE 0 29,865 0 880
NORTHWEST NAT HLDG CO COM 66765N105 7,176 135,149 SH   SOLE 0 124,704 0 10,445
OLLIES BARGAIN OUTLET HLDGS COM 681116109 12,875 219,150 SH   SOLE 0 206,240 0 12,910
ONE GAS INC COM 68235P108 9,593 118,150 SH   SOLE 0 111,060 0 7,090
OVINTIV INC COM 69047Q102 1,674 37,880 SH   SOLE 0 37,790 0 90
OWENS & MINOR INC NEW COM 690732102 9,106 289,545 SH   SOLE 0 272,425 0 17,120
PACIRA BIOSCIENCES INC COM 695127100 8,216 140,927 SH   SOLE 0 132,632 0 8,295
PACWEST BANCORP DEL COM 695263103 8,600 322,570 SH   SOLE 0 303,600 0 18,970
PATTERSON-UTI ENERGY INC COM 703481101 6,166 391,220 SH   SOLE 0 361,225 0 29,995
PERFICIENT INC COM 71375U101 7,595 82,835 SH   SOLE 0 77,875 0 4,960
PETCO HEALTH & WELLNESS CO I COM 71601V105 8,515 577,680 SH   SOLE 0 543,760 0 33,920
PHYSICIANS RLTY TR COM 71943U104 14,682 841,378 SH   SOLE 0 790,763 0 50,615
PLYMOUTH INDL REIT INC COM 729640102 8,659 493,682 SH   SOLE 0 465,367 0 28,315
GENTEX CORP COM 371901109 1,677 59,950 SH   SOLE 0 59,795 0 155
GENTHERM INC COM 37253A103 5,748 92,105 SH   SOLE 0 85,180 0 6,925
GIBRALTAR INDS INC COM 374689107 7,389 190,695 SH   SOLE 0 179,480 0 11,215
GREEN PLAINS INC COM 393222104 7,462 274,635 SH   SOLE 0 253,960 0 20,675
HANCOCK WHITNEY CORPORATION COM 410120109 8,343 188,210 SH   SOLE 0 173,995 0 14,215
HANOVER INS GROUP INC COM 410867105 11,701 80,010 SH   SOLE 0 75,280 0 4,730
HEARTLAND FINL USA INC COM 42234Q102 9,745 234,596 SH   SOLE 0 220,771 0 13,825
HECLA MNG CO COM 422704106 4,582 1,168,835 SH   SOLE 0 1,082,390 0 86,445
HENRY JACK & ASSOC INC COM 426281101 2,534 14,075 SH   SOLE 0 14,040 0 35
HOWARD HUGHES CORP COM 44267D107 1,973 29,000 SH   SOLE 0 29,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,027 168,455 SH   SOLE 0 168,455 0 0
HURON CONSULTING GROUP INC COM 447462102 11,183 172,067 SH   SOLE 0 161,957 0 10,110
INSTRUCTURE HLDGS INC COM 457790103 269 11,865 SH   SOLE 0 10,435 0 1,430
ISHARES TR CORE S&P500 ETF 464287200 1,660 4,377 SH   SOLE 0 4,377 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 348 4,208 SH   SOLE   0 0 4,208
ISHARES TR ISHS 1-5YR INVS 464288646 449 8,876 SH   SOLE   0 0 8,876
JONES LANG LASALLE INC COM 48020Q107 0 0 SH   SOLE 0 0 0 0
JUNIPER NETWORKS INC COM 48203R104 2,485 87,200 SH   SOLE 0 86,975 0 225
KIRBY CORP COM 497266106 8,026 131,925 SH   SOLE 0 124,150 0 7,775
KITE RLTY GROUP TR COM NEW 49803T300 11,715 677,575 SH   SOLE 0 638,280 0 39,295
KOSMOS ENERGY LTD COM 500688106 5,514 890,775 SH   SOLE 0 822,835 0 67,940
LANTHEUS HLDGS INC COM 516544103 11,945 180,903 SH   SOLE 0 170,248 0 10,655