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    <nameOfIssuer>ALLEGRO MICROSYSTEMS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>01749D105</cusip>
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    <nameOfIssuer>AXIS CAP HLDGS LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G0692U109</cusip>
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    <nameOfIssuer>CACTUS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>127203107</cusip>
    <value>31726351</value>
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      <None>491663</None>
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    <nameOfIssuer>CNO FINL GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12621E103</cusip>
    <value>14461837</value>
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    <nameOfIssuer>DLOCAL LTD</nameOfIssuer>
    <titleOfClass>CLASS A COM</titleOfClass>
    <cusip>G29018101</cusip>
    <value>37577418</value>
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    <nameOfIssuer>ENDAVA PLC</nameOfIssuer>
    <titleOfClass>ADS</titleOfClass>
    <cusip>29260V105</cusip>
    <value>5274375</value>
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    <nameOfIssuer>ENVISTA HOLDINGS CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29415F104</cusip>
    <value>30056949</value>
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      <Shared>53938</Shared>
      <None>1226716</None>
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    <nameOfIssuer>FLOWSERVE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34354P105</cusip>
    <value>41169997</value>
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    <nameOfIssuer>GATES INDL CORP LTD</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>G39104107</cusip>
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    <nameOfIssuer>GENERAC HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>368736104</cusip>
    <value>36398987</value>
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    <nameOfIssuer>GLOBUS MED INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>379577208</cusip>
    <value>36969741</value>
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    <nameOfIssuer>ITT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45073V108</cusip>
    <value>28047733</value>
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    <nameOfIssuer>KNIFE RIVER CORP</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>498894104</cusip>
    <value>34629565</value>
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    <nameOfIssuer>LEAR CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>521865204</cusip>
    <value>31484621</value>
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    <nameOfIssuer>LIVANOVA PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G5509L101</cusip>
    <value>25143408</value>
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    <nameOfIssuer>MCGRATH RENTCORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>580589109</cusip>
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    <nameOfIssuer>MOHAWK INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>608190104</cusip>
    <value>38084374</value>
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    <nameOfIssuer>OPENLANE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>48238T109</cusip>
    <value>23488095</value>
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    <nameOfIssuer>SKILLSOFT CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>83066P309</cusip>
    <value>3231095</value>
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    <nameOfIssuer>TANDEM DIABETES CARE INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>875372203</cusip>
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    <nameOfIssuer>TRANSCAT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>893529107</cusip>
    <value>21749463</value>
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    <nameOfIssuer>ZILLOW GROUP INC</nameOfIssuer>
    <titleOfClass>CL C CAP STK</titleOfClass>
    <cusip>98954M200</cusip>
    <value>33508480</value>
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