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 |
AGCO Corp. | COM | 001084102 | 41,263,984 | 335,425 | SH | SOLE | 304,704 | 0 | 30,721 | ||
Armstrong World Industries Inc | COM | 04247X102 | 33,653,186 | 270,916 | SH | SOLE | 244,827 | 0 | 26,089 | ||
Belden Inc | COM | 077454106 | 49,148,590 | 530,705 | SH | SOLE | 483,109 | 0 | 47,596 | ||
Boot Barn Holdings Inc | COM | 099406100 | 51,507,454 | 541,329 | SH | SOLE | 485,719 | 0 | 55,610 | ||
Broadridge Financial Solutions | COM | 11133T103 | 9,968,078 | 48,658 | SH | SOLE | 25,898 | 0 | 22,760 | ||
Darling Ingredients Inc. | COM | 237266101 | 62,190,614 | 1,337,145 | SH | SOLE | 1,209,650 | 0 | 127,495 | ||
Dorman Products Inc | COM | 258278100 | 33,099,940 | 343,396 | SH | SOLE | 341,061 | 0 | 2,335 | ||
Dycom Industries Inc | COM | 267475101 | 65,469,200 | 456,136 | SH | SOLE | 412,407 | 0 | 43,729 | ||
Enerpac Tool Group | COM | 292765104 | 42,419,353 | 1,189,550 | SH | SOLE | 1,181,515 | 0 | 8,035 | ||
Floor & Decor Holdings | COM | 339750101 | 2,956,762 | 22,811 | SH | SOLE | 12,139 | 0 | 10,672 | ||
IDEX Corp. | COM | 45167R104 | 4,602,217 | 18,860 | SH | SOLE | 9,958 | 0 | 8,902 | ||
Ingevity Corp | COM | 45688C107 | 35,203,363 | 738,016 | SH | SOLE | 668,419 | 0 | 69,597 | ||
Live Oak Bancshares Inc | COM | 53803X105 | 33,760,706 | 813,315 | SH | SOLE | 807,830 | 0 | 5,485 | ||
Louisiana-Pacific Corp | COM | 546347105 | 46,325,285 | 552,083 | SH | SOLE | 496,923 | 0 | 55,160 | ||
Malibu Boats Inc | COM | 56117J100 | 20,560,121 | 475,049 | SH | SOLE | 471,854 | 0 | 3,195 | ||
MGP Ingredients Inc | COM | 55303J106 | 48,033,237 | 557,683 | SH | SOLE | 505,750 | 0 | 51,933 | ||
Murphy USA Inc. | COM | 626755102 | 33,486,534 | 79,882 | SH | SOLE | 72,244 | 0 | 7,638 | ||
Polaris Inc. | COM | 731068102 | 31,528,889 | 314,911 | SH | SOLE | 283,865 | 0 | 31,046 | ||
SEI Investments Co | COM | 784117103 | 4,783,579 | 66,531 | SH | SOLE | 22,176 | 0 | 44,355 | ||
Stepan Co | COM | 858586100 | 23,642,343 | 262,576 | SH | SOLE | 260,808 | 0 | 1,768 | ||
The Boston Beer Co Inc | COM | 100557107 | 44,258,406 | 145,386 | SH | SOLE | 131,439 | 0 | 13,947 | ||
The Brink's Co. | COM | 109696104 | 43,549,041 | 471,412 | SH | SOLE | 426,992 | 0 | 44,420 | ||
Thor Industries Inc. | COM | 885160101 | 28,482,642 | 242,736 | SH | SOLE | 219,469 | 0 | 23,267 | ||
Timken Co. | COM | 887389104 | 42,565,733 | 486,855 | SH | SOLE | 441,021 | 0 | 45,834 | ||
Trex Co | COM | 89531P105 | 4,884,259 | 48,965 | SH | SOLE | 25,827 | 0 | 23,138 | ||
US Physical Therapy Inc | COM | 90337L108 | 51,820,762 | 459,119 | SH | SOLE | 417,332 | 0 | 41,787 | ||
Watsco Inc | COM | 942622200 | 8,793,181 | 20,356 | SH | SOLE | 10,747 | 0 | 9,609 |