The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
Aegion Corp. | COM | 00770F104 | 8,587 | 607,707 | SH | SOLE | 562,330 | 0 | 45,377 | ||
AGCO Corp. | COM | 001084102 | 45,923 | 618,331 | SH | SOLE | 525,536 | 0 | 92,795 | ||
Belden Inc | COM | 077454106 | 18,718 | 601,471 | SH | SOLE | 557,157 | 0 | 44,314 | ||
Broadridge Financial Solutions | COM | 11133T103 | 22,956 | 173,912 | SH | SOLE | 147,549 | 0 | 26,363 | ||
Centene Corp. | COM | 15135B101 | 17,822 | 305,535 | SH | SOLE | 229,264 | 0 | 76,271 | ||
Clean Harbors Inc. | COM | 184496107 | 31,303 | 558,690 | SH | SOLE | 473,685 | 0 | 85,005 | ||
Crane Co | COM | 224399105 | 29,090 | 580,296 | SH | SOLE | 473,723 | 0 | 106,573 | ||
Darling Ingredients Inc. | COM | 237266101 | 61,883 | 1,717,541 | SH | SOLE | 1,450,113 | 0 | 267,428 | ||
Dorman Products Inc | COM | 258278100 | 6,654 | 73,620 | SH | SOLE | 68,212 | 0 | 5,408 | ||
Dycom Industries Inc | COM | 267475101 | 53,008 | 1,003,560 | SH | SOLE | 848,080 | 0 | 155,480 | ||
Enerpac Tool Group | COM | 292765104 | 14,891 | 791,642 | SH | SOLE | 730,468 | 0 | 61,174 | ||
Extended Stay America, Inc. | COM | 30224P200 | 46,977 | 3,931,151 | SH | SOLE | 3,322,713 | 0 | 608,438 | ||
First Horizon National Corp | COM | 320517105 | 6,636 | 703,685 | SH | SOLE | 428,715 | 0 | 274,970 | ||
Frontdoor Inc | COM | 35905A109 | 8,029 | 206,348 | SH | SOLE | 190,524 | 0 | 15,824 | ||
Hanesbrands Inc. | COM | 410345102 | 10,159 | 645,024 | SH | SOLE | 389,845 | 0 | 255,179 | ||
Hill-Rom Holdings Inc. | COM | 431475102 | 16,210 | 194,113 | SH | SOLE | 179,248 | 0 | 14,865 | ||
IDEX Corp. | COM | 45167R104 | 7,001 | 38,378 | SH | SOLE | 23,303 | 0 | 15,075 | ||
Ingevity Corp | COM | 45688C107 | 13,590 | 274,871 | SH | SOLE | 253,775 | 0 | 21,096 | ||
Knowles Corporation | COM | 49926D109 | 7,617 | 511,208 | SH | SOLE | 311,439 | 0 | 199,769 | ||
Koppers Holdings Inc. | COM | 50060P106 | 18,204 | 870,568 | SH | SOLE | 817,499 | 0 | 53,069 | ||
MGP Ingredients Inc | COM | 55303J106 | 969 | 24,388 | SH | SOLE | 22,501 | 0 | 1,887 | ||
Molina Healthcare Inc | COM | 60855R100 | 6,521 | 35,624 | SH | SOLE | 21,533 | 0 | 14,091 | ||
Murphy USA Inc. | COM | 626755102 | 22,093 | 172,242 | SH | SOLE | 143,312 | 0 | 28,930 | ||
NIC Inc | COM | 62914B100 | 1,146 | 58,153 | SH | SOLE | 53,916 | 0 | 4,237 | ||
Ovintiv Inc | COM | 69047Q102 | 5,344 | 654,958 | SH | SOLE | 551,589 | 0 | 103,369 | ||
Polaris Inc. | COM | 731068102 | 31,020 | 328,814 | SH | SOLE | 270,925 | 0 | 57,889 | ||
Sanderson Farms Inc. | COM | 800013104 | 18,810 | 159,445 | SH | SOLE | 147,254 | 0 | 12,191 | ||
SEI Investments Co | COM | 784117103 | 6,954 | 137,110 | SH | SOLE | 81,789 | 0 | 55,321 | ||
ServiceMaster Global Holdings | COM | 81761R109 | 25,375 | 636,295 | SH | SOLE | 519,681 | 0 | 116,614 | ||
Stepan Co | COM | 858586100 | 18,785 | 172,344 | SH | SOLE | 159,665 | 0 | 12,679 | ||
The Brink's Co. | COM | 109696104 | 53,207 | 1,294,892 | SH | SOLE | 1,092,449 | 0 | 202,443 | ||
Thor Industries Inc. | COM | 885160101 | 27,698 | 290,758 | SH | SOLE | 237,969 | 0 | 52,789 | ||
Timken Co. | COM | 887389104 | 45,411 | 837,537 | SH | SOLE | 706,764 | 0 | 130,773 | ||
Tractor Supply Co. | COM | 892356106 | 287 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
Trinity Industries Inc. | COM | 896522109 | 26,933 | 1,381,203 | SH | SOLE | 1,136,919 | 0 | 244,284 | ||
Univar Solutions USA Inc. | COM | 91336L107 | 1,254 | 74,300 | SH | SOLE | 44,898 | 0 | 29,402 | ||
Watsco Inc | COM | 942622200 | 7,724 | 33,165 | SH | SOLE | 20,572 | 0 | 12,593 | ||
Western Union Co. | COM | 959802109 | 10,625 | 495,819 | SH | SOLE | 359,629 | 0 | 136,190 | ||
WestRock Co | COM | 96145D105 | 8,139 | 234,293 | SH | SOLE | 141,863 | 0 | 92,430 |