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 |
|
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 |
AGCO Corp. | COM | 001084102 | 42,146,572 | 311,735 | SH | SOLE | 281,936 | 0 | 29,799 | ||
Armstrong World Industries Inc | COM | 04247X102 | 36,210,081 | 508,283 | SH | SOLE | 454,775 | 0 | 53,508 | ||
Belden Inc | COM | 077454106 | 31,371,433 | 361,547 | SH | SOLE | 359,468 | 0 | 2,079 | ||
Boot Barn Holdings Inc | COM | 099406100 | 3,009,576 | 39,269 | SH | SOLE | 17,747 | 0 | 21,522 | ||
Broadridge Financial Solutions | COM | 11133T103 | 8,883,168 | 60,607 | SH | SOLE | 27,418 | 0 | 33,189 | ||
Darling Ingredients Inc. | COM | 237266101 | 69,657,242 | 1,192,761 | SH | SOLE | 1,075,342 | 0 | 117,419 | ||
Dorman Products Inc | COM | 258278100 | 35,417,925 | 410,595 | SH | SOLE | 408,232 | 0 | 2,363 | ||
Dycom Industries Inc | COM | 267475101 | 61,541,629 | 657,145 | SH | SOLE | 592,867 | 0 | 64,278 | ||
Enerpac Tool Group | COM | 292765104 | 41,908,613 | 1,643,475 | SH | SOLE | 1,634,005 | 0 | 9,470 | ||
IDEX Corp. | COM | 45167R104 | 4,133,589 | 17,892 | SH | SOLE | 8,615 | 0 | 9,277 | ||
Ingevity Corp | COM | 45688C107 | 49,411,165 | 690,872 | SH | SOLE | 626,331 | 0 | 64,541 | ||
Live Oak Bancshares Inc | COM | 53803X105 | 22,425,420 | 920,206 | SH | SOLE | 914,894 | 0 | 5,312 | ||
Louisiana-Pacific Corp | COM | 546347105 | 3,849,398 | 71,009 | SH | SOLE | 32,088 | 0 | 38,921 | ||
Malibu Boats Inc | COM | 56117J100 | 26,103,609 | 462,420 | SH | SOLE | 459,764 | 0 | 2,656 | ||
MGP Ingredients Inc | COM | 55303J106 | 36,173,087 | 373,998 | SH | SOLE | 371,850 | 0 | 2,148 | ||
Murphy USA Inc. | COM | 626755102 | 46,753,241 | 181,179 | SH | SOLE | 160,962 | 0 | 20,217 | ||
Polaris Inc. | COM | 731068102 | 45,944,086 | 415,295 | SH | SOLE | 365,606 | 0 | 49,689 | ||
SEI Investments Co | COM | 784117103 | 5,005,872 | 86,983 | SH | SOLE | 19,193 | 0 | 67,790 | ||
Stepan Co | COM | 858586100 | 40,719,929 | 395,224 | SH | SOLE | 392,948 | 0 | 2,276 | ||
The Boston Beer Co Inc | COM | 100557107 | 41,518,097 | 126,310 | SH | SOLE | 111,543 | 0 | 14,767 | ||
The Brink's Co. | COM | 109696104 | 46,826,399 | 700,994 | SH | SOLE | 632,416 | 0 | 68,578 | ||
Thor Industries Inc. | COM | 885160101 | 30,942,131 | 388,525 | SH | SOLE | 343,424 | 0 | 45,101 | ||
Timken Co. | COM | 887389104 | 50,200,433 | 614,298 | SH | SOLE | 553,331 | 0 | 60,967 | ||
Trex Co | COM | 89531P105 | 5,591,891 | 114,894 | SH | SOLE | 52,706 | 0 | 62,188 | ||
Univar Solutions USA Inc. | COM | 91336L107 | 47,309,381 | 1,350,539 | SH | SOLE | 1,217,511 | 0 | 133,028 | ||
US Physical Therapy Inc | COM | 90337L108 | 28,154,804 | 287,558 | SH | SOLE | 285,931 | 0 | 1,627 | ||
Watsco Inc | COM | 942622200 | 8,722,038 | 27,414 | SH | SOLE | 12,525 | 0 | 14,889 | ||
WestRock Co | COM | 96145D105 | 6,423,228 | 210,805 | SH | SOLE | 95,371 | 0 | 115,434 |