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
AFFILIATED MANAGERS GROUP INC COM 008252108 12,542 88,980 SH   SOLE 0 88,980 0 0
ALASKA AIR GROUP INC COM 011659109 13,575 234,007 SH   SOLE 0 234,007 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 89,940 3,350,974 SH   SOLE 0 3,166,155 0 184,819
ALLEGIANT TRAVEL COM 01748X102 54,103 333,167 SH   SOLE 0 310,658 0 22,509
ALLSTATE CORP COM 020002101 9,914 71,575 SH   SOLE 0 71,575 0 0
ARAMARK COM 03852U106 15,325 407,586 SH   SOLE 0 407,586 0 0
ARCH CAPITAL GROUP COM G0450A105 9,856 203,550 SH   SOLE 0 203,550 0 0
ARTISAN PARTNERS ASSET MA -A COM 04316A108 50,030 1,271,416 SH   SOLE 0 1,177,229 0 94,187
ASBURY AUTOMOTIVE GROUP INC COM 043436104 53,968 336,880 SH   SOLE 0 312,190 0 24,690
AVIENT CORPORATION COM 05368V106 88,145 1,836,356 SH   SOLE 0 1,724,189 0 112,167
BANK OF AMERICA CORP COM 060505104 10,961 265,916 SH   SOLE 0 265,916 0 0
BANNER CORPORATION COM 06652V208 71,303 1,218,232 SH   SOLE 0 1,128,634 0 89,598
BAXTER INTL INC COM 071813109 9,143 117,913 SH   SOLE 0 117,913 0 0
BOEING COMPANY COM 097023105 6,168 32,209 SH   SOLE 0 32,209 0 0
BOOZ ALLEN HAMILTON HOLDINGS COM 099502106 17,888 203,643 SH   SOLE 0 203,643 0 0
BOYD GAMING CORP COM 103304101 67,067 1,019,559 SH   SOLE 0 948,176 0 71,383
BRINKS CO COM COM 109696104 69,830 1,026,915 SH   SOLE 0 950,615 0 76,300
BRISTOL-MYERS SQUIBB CO COM 110122108 11,166 152,890 SH   SOLE 0 152,890 0 0
CACTUS INC-A COM 127203107 60,084 1,058,931 SH   SOLE 0 980,863 0 78,068
CADENCE BANK COM 12740C103 65,693 2,245,134 SH   SOLE 0 2,079,446 0 165,688
CAESARS ENTERTAINMENT INC COM 12769G100 11,922 154,105 SH   SOLE 0 154,105 0 0
CALLAWAY GOLF COMPANY COM 131193104 72,402 3,091,466 SH   SOLE 0 2,910,330 0 181,136
CATERPILLAR INC COM 149123101 3,957 17,760 SH   SOLE 0 17,760 0 0
CENTENE CORP COM 15135B101 9,270 110,104 SH   SOLE 0 110,104 0 0
CHARLES RIVER LABORATORIES COM 159864107 13,754 48,436 SH   SOLE 0 48,436 0 0
CHEVRON CORP COM 166764100 7,903 48,536 SH   SOLE 0 48,536 0 0
CIENA CORPORATION COM 171779309 13,569 223,807 SH   SOLE 0 223,807 0 0
COLFAX CORPORATION COM 194014106 16,478 414,118 SH   SOLE 0 414,118 0 0
CORPORATE OFFICE PROPERTIES COM 22002T108 72,545 2,541,867 SH   SOLE 0 2,355,132 0 186,735
DARLING INGREDIENTS INC COM 237266101 95,384 1,186,666 SH   SOLE 0 1,114,352 0 72,314
DENTSPLY SIRONA INC COM 24906P109 13,720 278,741 SH   SOLE 0 278,741 0 0
DIAMONDBACK ENERGY INC COM 25278X109 12,737 92,914 SH   SOLE 0 92,914 0 0
ECHOSTAR CORPORATION COM 278768106 8,863 364,132 SH   SOLE 0 364,132 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 9,233 353,883 SH   SOLE 0 353,883 0 0
FEDEX CORP COM 31428X106 6,343 27,411 SH   SOLE 0 27,411 0 0
FORMFACTOR INC COM 346375108 62,651 1,490,635 SH   SOLE 0 1,380,968 0 109,667
FORTRESS TRANSPORTATION AND IN COM 34960p101 10,344 401,710 SH   SOLE 0 401,710 0 0
GOLDMAN SACHS GROUP COM COM 38141G104 11,000 33,323 SH   SOLE 0 33,323 0 0
GRAY TELEVISION INC COM 389375106 68,320 3,095,584 SH   SOLE 0 2,866,534 0 229,050
HANESBRANDS INC COM COM 410345102 23,342 1,567,657 SH   SOLE 0 1,567,657 0 0
HANOVER INSURANCE GROUP INC/ COM 410867105 16,340 109,284 SH   SOLE 0 109,284 0 0
HARSCO CORPORATION COM 415864107 26,627 2,175,409 SH   SOLE 0 2,014,170 0 161,239
HEALTHCARE REALTY TRUST INC COM 421946104 78,751 2,865,749 SH   SOLE 0 2,691,310 0 174,439
HESS CORP COM 42809h107 9,544 89,167 SH   SOLE 0 89,167 0 0
HILLENBRAND INC COM 431571108 52,853 1,196,573 SH   SOLE 0 1,108,658 0 87,915
HORACE MANN EDUCATORS COM 440327104 57,759 1,380,806 SH   SOLE 0 1,278,307 0 102,499
II VI INC COM 902104108 90,959 1,254,778 SH   SOLE 0 1,178,095 0 76,683
INDEPENDENT BK CORP MASS COM 453836108 66,853 818,377 SH   SOLE 0 757,872 0 60,505
INTEGER HOLDINGS CORP COM 45826H109 62,571 776,603 SH   SOLE 0 718,933 0 57,670
INTL BUSINESS MACHINES CORP COM 459200101 5,783 44,476 SH   SOLE 0 44,476 0 0
ISHARES RUSSELL 2000 ETF COM 464287655 1,540 7,500 SH   SOLE 0 7,500 0 0
KENNAMETAL INC COM 489170100 40,095 1,401,426 SH   SOLE 0 1,299,473 0 101,953
KEURIG DR PEPPER INC COM 49271v100 6,633 175,010 SH   SOLE 0 175,010 0 0
LAMB WESTON HOLDINGS INC COM 513272104 12,032 200,835 SH   SOLE 0 200,835 0 0
LITHIA MOTORS INC COM 536797103 13,591 45,286 SH   SOLE 0 45,286 0 0
LUMENTUM HOLDINGS INC COM 55024U109 13,528 138,609 SH   SOLE 0 138,609 0 0
LYONDELLBASELL INDUSTRIES CL A COM N53745100 6,462 62,850 SH   SOLE 0 62,850 0 0
MADISON SQUARE GARDEN ENTM COM 55826T102 95,642 1,148,024 SH   SOLE 0 1,079,736 0 68,288
MANTECH INTERNATIONAL CORP A COM 564563104 71,034 824,158 SH   SOLE 0 768,653 0 55,505
MARKEL CORP COM 570535104 16,942 11,484 SH   SOLE 0 11,484 0 0
MARRIOTT VACATIONS WORLD COM 57164Y107 57,374 363,817 SH   SOLE 0 337,185 0 26,632
MAXLINEAR INC COM 57776J100 88,083 1,509,567 SH   SOLE 0 1,417,414 0 92,153
MEDTRONIC INC COM COM G5960L103 9,107 82,078 SH   SOLE 0 82,078 0 0
MERIT MEDICAL SYSTEMS INC COM 589889104 65,822 989,506 SH   SOLE 0 916,385 0 73,121
MKS INSTRUMENTS INC COM 55306N104 13,364 89,095 SH   SOLE 0 89,095 0 0
MSA SAFETY INC COM 553498106 61,611 464,289 SH   SOLE 0 430,134 0 34,155
MURPHY OIL CORP COM 626717102 8,764 216,979 SH   SOLE 0 216,979 0 0
NATIONAL OILWELL VARCO INC COM 62955J103 11,584 590,727 SH   SOLE 0 590,727 0 0
NEXSTAR MEDIA GROUP INC COM 65336K103 16,527 87,687 SH   SOLE 0 87,687 0 0
NORTHROP GRUMMAN CORP COM 666807102 7,037 15,735 SH   SOLE 0 15,735 0 0
NUVASIVE INC COM 670704105 66,278 1,168,925 SH   SOLE 0 1,082,817 0 86,108
ONEMAIN HOLDINGS INC COM 68268W103 4,967 104,757 SH   SOLE 0 104,757 0 0
ONESPAWORLD HOLDINGS LTD COM p73684113 47,471 4,654,039 SH   SOLE 0 4,308,266 0 345,773
PACCAR INC COM 693718108 3,228 36,649 SH   SOLE 0 36,649 0 0
PACIFIC PREMIER BANCORP INC COM 69478X105 54,092 1,530,172 SH   SOLE 0 1,417,428 0 112,744
PAYPAL COM 70450Y103 10,119 87,496 SH   SOLE 0 87,496 0 0
PDC ENERGY COM 69327R101 52,427 721,341 SH   SOLE 0 662,582 0 58,759
PHILIP MORRIS INTERNATIONAL COM 718172109 10,930 116,350 SH   SOLE 0 116,350 0 0
PHYSICIANS REALT COM 71943U104 77,996 4,446,755 SH   SOLE 0 4,176,822 0 269,933
PINNACLE FINANCIAL PARTNERS COM 72346Q104 13,994 151,979 SH   SOLE 0 151,979 0 0
PROG HOLDINGS INC COM 74319R101 6,193 215,263 SH   SOLE 0 215,263 0 0
REGAL REXNORD CORP COM 758750103 76,979 517,399 SH   SOLE 0 486,527 0 30,872
ROYAL CARIBBEAN CRUISES LTD SH COM V7780T103 5,018 59,890 SH   SOLE 0 59,890 0 0
SALESFORCE.COM INC COM 79466L302 10,028 47,230 SH   SOLE 0 47,230 0 0
SCHWAB CHARLES CORP COM 808513105 9,438 111,946 SH   SOLE 0 111,946 0 0
SOUTH STATE CORP COM 840441109 60,581 742,503 SH   SOLE 0 700,841 0 41,662
SOUTHWEST GAS HOLDINGS COM 844895102 442 5,652 SH   SOLE 0 5,652 0 0
SPECTRUM BRANDS HOLDINGS INC COM 84790A105 24,395 274,968 SH   SOLE 0 252,484 0 22,484
SPX CORP COM 784635104 61,557 1,245,846 SH   SOLE 0 1,153,450 0 92,396
STIFEL FINANCIAL CORP COM 860630102 81,844 1,205,356 SH   SOLE 0 1,132,545 0 72,811
SYNEOS HEALTH COM 87166B102 13,778 170,198 SH   SOLE 0 170,198 0 0
SYNOVUS FINANCIAL CORP COM 87161C501 79,134 1,614,978 SH   SOLE 0 1,518,789 0 96,189
T-MOBILE US INC COM 872590104 6,901 53,764 SH   SOLE 0 53,764 0 0
TERADATA CORP COM 88076W103 7,859 159,438 SH   SOLE 0 159,438 0 0
TIMKEN CO COM 887389104 12,617 207,859 SH   SOLE 0 207,859 0 0
TREEHOUSE FOODS INC COM 89469A104 7,754 240,371 SH   SOLE 0 240,371 0 0
VALERO ENERGY CORP COM 91913Y100 8,253 81,280 SH   SOLE 0 81,280 0 0
VMWARE INC CLASS A COM 928563402 8,321 73,077 SH   SOLE 0 73,077 0 0
WABTEC COM 929740108 16,787 174,554 SH   SOLE 0 174,554 0 0
WELLS FARGO & CO COM 949746101 11,389 235,018 SH   SOLE 0 235,018 0 0
WR BERKLEY CORP COM 084423102 16,870 253,334 SH   SOLE 0 253,334 0 0
XPO LOGISTICS INC COM 983793100 16,468 226,211 SH   SOLE 0 226,211 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 9,437 73,786 SH   SOLE 0 73,786 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 81,835 2,311,716 SH   SOLE 0 2,173,018 0 138,698