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 | 42,991,468 | 363,472 | SH | SOLE | 329,321 | 0 | 34,151 | ||
Armstrong World Industries Inc | COM | 04247X102 | 36,022,104 | 500,307 | SH | SOLE | 451,246 | 0 | 49,061 | ||
Belden Inc | COM | 077454106 | 44,750,925 | 463,500 | SH | SOLE | 431,583 | 0 | 31,917 | ||
Boot Barn Holdings Inc | COM | 099406100 | 38,483,329 | 473,991 | SH | SOLE | 420,930 | 0 | 53,061 | ||
Broadridge Financial Solutions | COM | 11133T103 | 9,862,074 | 55,080 | SH | SOLE | 27,378 | 0 | 27,702 | ||
Darling Ingredients Inc. | COM | 237266101 | 57,383,930 | 1,099,309 | SH | SOLE | 995,354 | 0 | 103,955 | ||
Dorman Products Inc | COM | 258278100 | 28,398,409 | 374,847 | SH | SOLE | 372,484 | 0 | 2,363 | ||
Dycom Industries Inc | COM | 267475101 | 53,385,938 | 599,842 | SH | SOLE | 545,112 | 0 | 54,730 | ||
Enerpac Tool Group | COM | 292765104 | 43,866,743 | 1,659,733 | SH | SOLE | 1,649,728 | 0 | 10,005 | ||
Floor & Decor Holdings | COM | 339750101 | 786,174 | 8,687 | SH | SOLE | 4,242 | 0 | 4,445 | ||
IDEX Corp. | COM | 45167R104 | 4,014,994 | 19,301 | SH | SOLE | 9,342 | 0 | 9,959 | ||
Ingevity Corp | COM | 45688C107 | 38,205,311 | 802,464 | SH | SOLE | 725,751 | 0 | 76,713 | ||
Live Oak Bancshares Inc | COM | 53803X105 | 30,241,575 | 1,044,614 | SH | SOLE | 1,038,305 | 0 | 6,309 | ||
Louisiana-Pacific Corp | COM | 546347105 | 27,843,147 | 503,766 | SH | SOLE | 444,660 | 0 | 59,106 | ||
Malibu Boats Inc | COM | 56117J100 | 23,446,070 | 478,296 | SH | SOLE | 475,236 | 0 | 3,060 | ||
MGP Ingredients Inc | COM | 55303J106 | 45,594,468 | 432,257 | SH | SOLE | 394,415 | 0 | 37,842 | ||
Murphy USA Inc. | COM | 626755102 | 49,637,308 | 145,253 | SH | SOLE | 131,140 | 0 | 14,113 | ||
Polaris Inc. | COM | 731068102 | 37,111,330 | 356,360 | SH | SOLE | 321,846 | 0 | 34,514 | ||
SEI Investments Co | COM | 784117103 | 4,670,656 | 77,547 | SH | SOLE | 19,119 | 0 | 58,428 | ||
Stepan Co | COM | 858586100 | 25,306,798 | 337,559 | SH | SOLE | 335,414 | 0 | 2,145 | ||
The Boston Beer Co Inc | COM | 100557107 | 45,998,819 | 118,088 | SH | SOLE | 106,142 | 0 | 11,946 | ||
The Brink's Co. | COM | 109696104 | 40,437,744 | 556,687 | SH | SOLE | 503,964 | 0 | 52,723 | ||
Thor Industries Inc. | COM | 885160101 | 30,042,244 | 315,802 | SH | SOLE | 284,746 | 0 | 31,056 | ||
Timken Co. | COM | 887389104 | 39,871,706 | 542,546 | SH | SOLE | 491,593 | 0 | 50,953 | ||
Trex Co | COM | 89531P105 | 4,131,244 | 67,033 | SH | SOLE | 32,732 | 0 | 34,301 | ||
US Physical Therapy Inc | COM | 90337L108 | 41,503,789 | 452,456 | SH | SOLE | 411,276 | 0 | 41,180 | ||
Watsco Inc | COM | 942622200 | 9,518,166 | 25,199 | SH | SOLE | 12,507 | 0 | 12,692 |