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
ABCAM PLC COM 000380204   39,061,950 1,596,320 SH   SOLE   1,556,961 0 39,359
ACV AUCTIONS INC COM 00091G104   9,450,541 547,223 SH   SOLE   537,965 0 9,258
ADVANCED DRAIN SYS INC DEL COM 00790R104   37,410,181 328,794 SH   SOLE   327,643 0 1,151
AGILYSYS INC COM 00847J105   10,352,697 150,826 SH   SOLE   143,767 0 7,059
AMERICAN FINL GROUP INC OHIO COM 025932104   30,335,044 255,453 SH   SOLE   254,338 0 1,115
AMERICAN INTL GROUP INC COM 026874784   2,257,352 39,231 SH   SOLE   39,231 0 0
AMETEK INC COM 031100100   14,843,910 91,697 SH   SOLE   91,697 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   9,832,509 67,890 SH   SOLE   66,027 0 1,863
ARCOSA INC COM 039653100   58,601,048 773,407 SH   SOLE   759,708 0 13,699
ASHLAND INC COM 044186104   36,929,102 424,912 SH   SOLE   423,300 0 1,612
ATMOS ENERGY CORP COM 049560105   17,073,826 146,758 SH   SOLE   146,758 0 0
BERKLEY W R CORP COM 084423102   15,456,356 259,509 SH   SOLE   258,294 0 1,215
BIO RAD LABS INC COM 090572207   25,619,034 67,575 SH   SOLE   67,258 0 317
BJS RESTAURANTS INC COM 09180C106   19,875,064 625,002 SH   SOLE   610,207 0 14,795
BLACK HILLS CORP COM 092113109   24,010,356 398,446 SH   SOLE   390,021 0 8,425
BOOKING HOLDINGS INC COM 09857L108   3,758,859 1,392 SH   SOLE   1,392 0 0
BURLINGTON STORES INC COM 122017106   39,875,071 253,352 SH   SOLE   252,531 0 821
CADENCE BANK COM 12740C103   25,822,829 1,314,808 SH   SOLE   1,286,299 0 28,509
CANADIAN PACIFIC KANSAS CITY COM 13646K108   29,541,628 365,750 SH   SOLE   365,750 0 0
CENTRAL PAC FINL CORP COM 154760409   12,455,014 792,808 SH   SOLE   755,667 0 37,141
CHAMPIONX CORPORATION COM 15872M104   65,156,436 2,099,112 SH   SOLE   2,064,353 0 34,759
CIENA CORP COM 171779309   26,588,075 625,749 SH   SOLE   623,002 0 2,747
CLARIVATE PLC COM G21810109   42,348,766 4,443,732 SH   SOLE   4,427,145 0 16,587
CLEAN HARBORS INC COM 184496107   45,088,350 274,210 SH   SOLE   269,927 0 4,283
CORTEVA INC COM 22052L104   12,792,855 223,261 SH   SOLE   223,261 0 0
CRANE COMPANY COM 224408104   1,243,313 13,951 SH   SOLE   13,951 0 0
DANAHER CORPORATION COM 235851102   11,010,960 45,879 SH   SOLE   45,879 0 0
EAGLE MATLS INC COM 26969P108   27,171,274 145,753 SH   SOLE   144,684 0 1,069
ECOVYST INC COM 27923Q109   8,710,322 760,063 SH   SOLE   724,487 0 35,576
ENERSYS COM 29275Y102   28,205,650 259,912 SH   SOLE   253,884 0 6,028
ENVESTNET INC COM 29404K106   31,131,627 524,543 SH   SOLE   510,105 0 14,438
ENVISTA HOLDINGS CORPORATION COM 29415F104   57,661,363 1,703,941 SH   SOLE   1,679,332 0 24,609
EQUITY COMWLTH COM 294628102   38,162,303 1,883,628 SH   SOLE   1,849,797 0 33,831
EVEREST RE GROUP LTD COM G3223R108   34,195,230 100,027 SH   SOLE   99,682 0 345
FIDELITY NATL INFORMATION SV COM 31620M106   14,861,990 271,700 SH   SOLE   271,700 0 0
FIRST INTST BANCSYSTEM INC COM 32055Y201   14,633,016 613,801 SH   SOLE   597,185 0 16,616
GENERAL ELECTRIC CO COM 369604301   6,182,907 56,285 SH   SOLE   56,285 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   10,656,859 277,667 SH   SOLE   264,687 0 12,980
HAYWARD HLDGS INC COM 421298100   10,142,338 789,287 SH   SOLE   769,839 0 19,448
HERITAGE COMM CORP COM 426927109   5,432,988 656,158 SH   SOLE   625,553 0 30,605
HORACE MANN EDUCATORS CORP N COM 440327104   14,861,707 501,069 SH   SOLE   481,661 0 19,408
HOSTESS BRANDS INC COM 44109J106   15,262,516 602,785 SH   SOLE   574,573 0 28,212
HUMANA INC COM 444859102   12,261,199 27,422 SH   SOLE   27,422 0 0
INTEL CORP COM 458140100   1,077,336 32,217 SH   SOLE   32,217 0 0
JAMES RIV GROUP LTD COM G5005R107   12,233,050 669,937 SH   SOLE   649,993 0 19,944
JAMF HLDG CORP COM 47074L105   3,639,738 186,462 SH   SOLE   186,462 0 0
JANUS INTERNATIONAL GROUP IN COM 47103N106   4,188,676 392,934 SH   SOLE   389,230 0 3,704
JOHN BEAN TECHNOLOGIES CORP COM 477839104   4,988,948 41,129 SH   SOLE   39,207 0 1,922
JOHNSON & JOHNSON COM 478160104   3,174,839 19,181 SH   SOLE   19,181 0 0
KENVUE INC COM 49177J102   9,215,322 348,801 SH   SOLE   348,801 0 0
KIRBY CORP COM 497266106   49,066,860 637,646 SH   SOLE   627,077 0 10,569
LAMB WESTON HLDGS INC COM 513272104   41,961,578 365,042 SH   SOLE   363,820 0 1,222
LAUDER ESTEE COS INC COM 518439104   7,742,871 39,428 SH   SOLE   39,428 0 0
LEMAITRE VASCULAR INC COM 525558201   10,417,501 154,838 SH   SOLE   148,296 0 6,542
LKQ CORP COM 501889208   48,612,039 834,255 SH   SOLE   831,608 0 2,647
LPL FINL HLDGS INC COM 50212V100   19,431,937 89,371 SH   SOLE   88,954 0 417
MADDEN STEVEN LTD COM 556269108   38,818,656 1,187,478 SH   SOLE   1,171,639 0 15,839
MARATHON OIL CORP COM 565849106   6,471,175 281,111 SH   SOLE   281,111 0 0
MARTIN MARIETTA MATLS INC COM 573284106   21,543,379 46,662 SH   SOLE   46,662 0 0
MASTERCARD INCORPORATED COM 57636Q104   6,720,710 17,088 SH   SOLE   17,088 0 0
MATADOR RES CO COM 576485205   15,971,046 305,257 SH   SOLE   290,954 0 14,303
META PLATFORMS INC COM 30303M102   6,383,296 22,243 SH   SOLE   22,243 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   17,654,337 197,057 SH   SOLE   197,057 0 0
MICROSOFT CORP COM 594918104   12,845,169 37,720 SH   SOLE   37,720 0 0
MOELIS & CO COM 60786M105   25,461,266 561,563 SH   SOLE   545,988 0 15,575
MORGAN STANLEY COM 617446448   9,024,218 105,670 SH   SOLE   105,670 0 0
MORNINGSTAR INC COM 617700109   14,366,833 73,274 SH   SOLE   73,274 0 0
MUELLER WTR PRODS INC COM 624758108   8,130,613 500,962 SH   SOLE   477,518 0 23,444
NEXTERA ENERGY INC COM 65339F101   19,435,577 261,935 SH   SOLE   261,935 0 0
NEXTERA ENERGY PARTNERS LP COM 65341B106   26,038,447 444,039 SH   SOLE   442,012 0 2,027
NISOURCE INC COM 65473P105   27,291,526 997,862 SH   SOLE   993,617 0 4,245
NORTHWEST NAT HLDG CO COM 66765N105   9,633,729 223,780 SH   SOLE   213,307 0 10,473
OLLIES BARGAIN OUTLET HLDGS COM 681116109   11,921,183 205,786 SH   SOLE   196,148 0 9,638
ONE GAS INC COM 68235P108   2,258,521 29,404 SH   SOLE   29,404 0 0
PIONEER NAT RES CO COM 723787107   29,887,580 144,259 SH   SOLE   143,756 0 503
PRIMO WATER CORPORATION COM 74167P108   3,713,909 296,165 SH   SOLE   280,375 0 15,790
PTC INC COM 69370C100   38,943,383 273,671 SH   SOLE   272,962 0 709
QUALCOMM INC COM 747525103   7,657,962 64,331 SH   SOLE   64,331 0 0
QUIDELORTHO CORP COM 219798105   31,075,980 375,042 SH   SOLE   373,623 0 1,419
REGAL REXNORD CORPORATION COM 758750103   13,893,476 90,276 SH   SOLE   89,854 0 422
RH COM 74967X103   10,937,774 33,186 SH   SOLE   32,985 0 201
ROGERS CORP COM 775133101   9,733,774 60,111 SH   SOLE   57,297 0 2,814
RPM INTL INC COM 749685103   30,215,321 336,736 SH   SOLE   335,142 0 1,594
SCHWAB CHARLES CORP COM 808513105   2,592,487 45,739 SH   SOLE   45,739 0 0
SIMPLY GOOD FOODS CO COM 82900L102   10,312,306 281,834 SH   SOLE   268,643 0 13,191
SJW GROUP COM 784305104   9,437,717 134,613 SH   SOLE   128,313 0 6,300
SKYLINE CHAMPION CORPORATION COM 830830105   30,591,395 467,401 SH   SOLE   456,750 0 10,651
SPX TECHNOLOGIES INC COM 78473E103   15,205,297 178,949 SH   SOLE   170,570 0 8,379
STEWART INFORMATION SVCS COR COM 860372101   12,163,535 295,662 SH   SOLE   281,816 0 13,846
TELEDYNE TECHNOLOGIES INC COM 879360105   19,598,436 47,672 SH   SOLE   47,479 0 193
TENABLE HLDGS INC COM 88025T102   38,539,921 884,958 SH   SOLE   882,155 0 2,803
TERRENO RLTY CORP COM 88146M101   23,677,717 393,972 SH   SOLE   387,379 0 6,593
TFS FINL CORP COM 87240R107   17,790,522 1,415,316 SH   SOLE   1,368,581 0 46,735
THE CIGNA GROUP COM 125523100   280,600 1,000 SH   SOLE   1,000 0 0
TRUIST FINL CORP COM 89832Q109   2,938,548 96,822 SH   SOLE   96,822 0 0
TRUSTCO BK CORP N Y COM 898349204   4,419,558 154,476 SH   SOLE   147,259 0 7,217
URBAN EDGE PPTYS COM 91704F104   23,842,066 1,545,176 SH   SOLE   1,500,517 0 44,659
VALMONT INDS INC COM 920253101   14,730,623 50,612 SH   SOLE   49,258 0 1,354
VONTIER CORPORATION COM 928881101   61,273,566 1,902,315 SH   SOLE   1,895,662 0 6,653
WEBSTER FINL CORP COM 947890109   20,304,555 537,869 SH   SOLE   535,656 0 2,213
WOODWARD INC COM 980745103   21,676,580 182,294 SH   SOLE   182,294 0 0