The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 Corporation COM 001084102 140,260 3,090,104 SH   SOLE   3,090,104 0 0
AGCO Corporation COM 001084102 3,599 79,282 SH   OTR   0 0 79,282
AT&T COM 00206R102 329 9,567 SH   SOLE   9,567 0 0
Akamai Technologies COM 00971t101 153,483 2,916,263 SH   SOLE   2,916,263 0 0
Akamai Technologies COM 00971t101 1,942 36,902 SH   OTR   0 0 36,902
Alcoa Inc COM 013817101 163,454 16,560,674 SH   SOLE   16,560,674 0 0
Alcoa Inc COM 013817101 1,818 184,227 SH   OTR   0 0 184,227
Apache Corp COM 037411105 678 15,250 SH   SOLE   15,250 0 0
Atwood Oceanics COM 050095108 9,661 944,397 SH   SOLE   944,397 0 0
Atwood Oceanics COM 050095108 1,557 152,200 SH   OTR   0 0 152,200
BP PLC COM 055622104 983 31,434 SH   SOLE   31,434 0 0
BorgWarner COM 099724106 88,969 2,058,029 SH   SOLE   2,058,029 0 0
BorgWarner COM 099724106 1,082 25,026 SH   OTR   0 0 25,026
Boston Scientific COM 101137107 1,062 57,600 SH   SOLE   57,600 0 0
Boston Scientific COM 101137107 75 4,050 SH   OTR   0 0 4,050
Bunge Ltd. COM G16962105 53,469 783,091 SH   SOLE   783,091 0 0
Bunge Ltd. COM G16962105 589 8,619 SH   OTR   0 0 8,619
Carnival Corp COM 143658300 1,193 21,900 SH   SOLE   21,900 0 0
Carnival Corp COM 143658300 101 1,850 SH   OTR   0 0 1,850
Chicago Bridge & Iron COM 167250109 97,795 2,508,214 SH   SOLE   2,508,214 0 0
Chicago Bridge & Iron COM 167250109 2,707 69,433 SH   OTR   0 0 69,433
Cincinnati Financial COM 172062101 67,641 1,143,160 SH   SOLE   1,143,160 0 0
Cincinnati Financial COM 172062101 1,014 17,138 SH   OTR   0 0 17,138
Cisco Systems COM 17275R102 1,017 37,450 SH   SOLE   37,450 0 0
Cisco Systems COM 17275R102 80 2,950 SH   OTR   0 0 2,950
Citrix Systems COM 177376100 57,537 760,573 SH   SOLE   760,573 0 0
Citrix Systems COM 177376100 985 13,025 SH   OTR   0 0 13,025
Cooper Tire & Rubber Co. COM 216831107 76,241 2,014,296 SH   SOLE   2,014,296 0 0
Cooper Tire & Rubber Co. COM 216831107 1,167 30,829 SH   OTR   0 0 30,829
Copa Holdings COM P31076105 160,327 3,322,155 SH   SOLE   3,322,155 0 0
Copa Holdings COM P31076105 3,534 73,238 SH   OTR   0 0 73,238
Cree, Inc. COM 225447101 181,263 6,796,502 SH   SOLE   6,796,502 0 0
Cree, Inc. COM 225447101 4,059 152,184 SH   OTR   0 0 152,184
DeVry Education Group COM 251893103 136,440 5,390,751 SH   SOLE   5,390,751 0 0
DeVry Education Group COM 251893103 3,630 143,426 SH   OTR   0 0 143,426
Discovery Communications COM 25470f302 1,635 64,826 SH   SOLE   64,826 0 0
Discovery Communications COM 25470f302 98 3,900 SH   OTR   0 0 3,900
Dolby Labs COM 25659T107 411 12,200 SH   SOLE   12,200 0 0
Dolby Labs COM 25659T107 2,027 60,250 SH   OTR   0 0 60,250
Domtar Corp. COM 257559203 103,237 2,793,971 SH   SOLE   2,793,971 0 0
Domtar Corp. COM 257559203 2,643 71,525 SH   OTR   0 0 71,525
Donaldson Inc COM 257651109 57,781 2,016,085 SH   SOLE   2,016,085 0 0
Donaldson Inc COM 257651109 685 23,918 SH   OTR   0 0 23,918
Eaton Vance COM 278265103 64,031 1,974,432 SH   SOLE   1,974,432 0 0
Eaton Vance COM 278265103 707 21,789 SH   OTR   0 0 21,789
FMC Corporation COM 302491303 137,774 3,520,923 SH   SOLE   3,520,923 0 0
FMC Corporation COM 302491303 3,123 79,801 SH   OTR   0 0 79,801
FMC Technologies COM 30249u101 162,790 5,611,505 SH   SOLE   5,611,505 0 0
FMC Technologies COM 30249u101 1,805 62,218 SH   OTR   0 0 62,218
Finisar COM 31787A507 16,123 1,108,904 SH   SOLE   1,108,904 0 0
Finisar COM 31787A507 1,695 116,599 SH   OTR   0 0 116,599
Fluor Corp COM 343412102 890 18,850 SH   SOLE   18,850 0 0
Gannett Co Inc. COM 36473H104 13,821 848,450 SH   SOLE   848,450 0 0
Gannett Co Inc. COM 36473H104 399 24,518 SH   OTR   0 0 24,518
Gentex Corp COM 371901109 113,061 7,061,905 SH   SOLE   7,061,905 0 0
Gentex Corp COM 371901109 1,424 88,922 SH   OTR   0 0 88,922
Gerdau S A Sponsored ADR COM 373737105 51,555 42,962,366 SH   SOLE   42,962,366 0 0
Gerdau S A Sponsored ADR COM 373737105 544 453,028 SH   OTR   0 0 453,028
Greif, Inc COM 397624107 1,032 33,500 SH   SOLE   33,500 0 0
Greif, Inc COM 397624107 1,960 63,610 SH   OTR   0 0 63,610
HMS Holdings Corp COM 40425J101 2,446 198,200 SH   OTR   0 0 198,200
HP Inc COM 40434L105 989 83,550 SH   SOLE   83,550 0 0
HP Inc COM 40434L105 65 5,500 SH   OTR   0 0 5,500
Haemonetics COM 405024100 2,034 63,100 SH   OTR   0 0 63,100
Hewlett Packard Enterprise Co COM 42824C109 1,167 76,750 SH   SOLE   76,750 0 0
Hewlett Packard Enterprise Co COM 42824C109 82 5,400 SH   OTR   0 0 5,400
Hologic Inc. COM 436440101 532 13,750 SH   SOLE   13,750 0 0
Hologic Inc. COM 436440101 44 1,150 SH   OTR   0 0 1,150
IBM COM 459200101 208 1,510 SH   SOLE   1,510 0 0
Interpublic Group COM 460690100 143,528 6,165,297 SH   SOLE   6,165,297 0 0
Interpublic Group COM 460690100 1,933 83,049 SH   OTR   0 0 83,049
Itron Inc. COM 465741106 120,928 3,342,412 SH   SOLE   3,342,412 0 0
Itron Inc. COM 465741106 3,630 100,332 SH   OTR   0 0 100,332
Jabil Circuit COM 466313103 155,147 6,661,517 SH   SOLE   6,661,517 0 0
Jabil Circuit COM 466313103 3,541 152,026 SH   OTR   0 0 152,026
Juniper Networks COM 48203R104 197,392 7,151,901 SH   SOLE   7,151,901 0 0
Juniper Networks COM 48203R104 2,617 94,812 SH   OTR   0 0 94,812
Kennametal COM 489170100 358 18,650 SH   SOLE   18,650 0 0
Lear Corp COM 521865204 107,775 877,436 SH   SOLE   877,436 0 0
Lear Corp COM 521865204 1,545 12,578 SH   OTR   0 0 12,578
Legg Mason COM 524901105 1,342 34,200 SH   SOLE   34,200 0 0
Legg Mason COM 524901105 80 2,050 SH   OTR   0 0 2,050
Liberty Interactive Corp COM 53071m104 687 25,160 SH   SOLE   25,160 0 0
Liberty Interactive Corp COM 53071m104 44 1,600 SH   OTR   0 0 1,600
MDU Resources Group Inc COM 552690109 2,581 140,900 SH   OTR   0 0 140,900
Mattel COM 577081102 242,860 8,938,546 SH   SOLE   8,938,546 0 0
Mattel COM 577081102 2,920 107,481 SH   OTR   0 0 107,481
McDermott Intl COM 580037109 77,643 23,177,153 SH   SOLE   23,177,153 0 0
McDermott Intl COM 580037109 2,505 747,638 SH   OTR   0 0 747,638
NVIDIA Corp COM 67066G104 109,869 3,333,411 SH   SOLE   3,333,411 0 0
NVIDIA Corp COM 67066G104 1,462 44,347 SH   OTR   0 0 44,347
New York Times COM 650111107 174,382 12,994,192 SH   SOLE   12,994,192 0 0
New York Times COM 650111107 2,110 157,240 SH   OTR   0 0 157,240
News Corp Cl A COM 65249B109 1,205 90,200 SH   SOLE   90,200 0 0
Northern Trust Corp COM 665859104 141,562 1,963,688 SH   SOLE   1,963,688 0 0
Northern Trust Corp COM 665859104 1,873 25,984 SH   OTR   0 0 25,984
Nuance Communications COM 67020y100 139,032 6,990,045 SH   SOLE   6,990,045 0 0
Nuance Communications COM 67020y100 3,429 172,384 SH   OTR   0 0 172,384
Office Depot Inc COM 676220106 62,720 11,120,532 SH   SOLE   11,120,532 0 0
Office Depot Inc COM 676220106 795 140,939 SH   OTR   0 0 140,939
Owens Corning COM 690742101 159,614 3,393,881 SH   SOLE   3,393,881 0 0
Owens Corning COM 690742101 2,167 46,077 SH   OTR   0 0 46,077
Pepsico COM 713448108 1,759 17,600 SH   SOLE   17,600 0 0
Pepsico COM 713448108 40 400 SH   OTR   0 0 400
Quest Diagnostics COM 74834L100 121,921 1,713,811 SH   SOLE   1,713,811 0 0
Quest Diagnostics COM 74834L100 1,591 22,369 SH   OTR   0 0 22,369
Raymond James Financial COM 754730109 170,896 2,948,006 SH   SOLE   2,948,006 0 0
Raymond James Financial COM 754730109 2,149 37,077 SH   OTR   0 0 37,077
S&P 400 Mid Cap COM 78467Y107 280 1,102 SH   OTR   0 0 1,102
Scholastic COM 807066105 76,487 1,983,594 SH   SOLE   1,983,594 0 0
Scholastic COM 807066105 2,053 53,248 SH   OTR   0 0 53,248
Schwab US Mid-Cap ETF COM 808524508 252 6,293 SH   OTR   0 0 6,293
Shaw Communications, Inc. COM 82028K200 23,861 1,388,070 SH   SOLE   1,388,070 0 0
Staples, Inc COM 855030102 9,267 978,575 SH   SOLE   978,575 0 0
Staples, Inc COM 855030102 138 14,547 SH   OTR   0 0 14,547
Tegna COM 87901J105 118,178 4,630,817 SH   SOLE   4,630,817 0 0
Tegna COM 87901J105 1,518 59,483 SH   OTR   0 0 59,483
Teradata Corp COM 88076W103 170,804 6,464,937 SH   SOLE   6,464,937 0 0
Teradata Corp COM 88076W103 1,909 72,270 SH   OTR   0 0 72,270
Time Inc. COM 887228104 137,764 8,791,569 SH   SOLE   8,791,569 0 0
Time Inc. COM 887228104 3,741 238,741 SH   OTR   0 0 238,741
Transocean Ltd COM H8817H100 99,713 8,054,346 SH   SOLE   8,054,346 0 0
Transocean Ltd COM H8817H100 1,137 91,821 SH   OTR   0 0 91,821
Twenty-First Century FOX COM 90130A101 1,359 50,050 SH   SOLE   50,050 0 0
Unilever PLC COM 904767704 1,296 30,050 SH   SOLE   30,050 0 0
Unilever PLC COM 904767704 45 1,050 SH   OTR   0 0 1,050
Unisys Corporation COM 909214306 70,010 6,335,757 SH   SOLE   6,335,757 0 0
Unisys Corporation COM 909214306 2,474 223,878 SH   OTR   0 0 223,878
United States Steel Corp. COM 912909108 76,064 9,531,767 SH   SOLE   9,531,767 0 0
United States Steel Corp. COM 912909108 1,964 246,099 SH   OTR   0 0 246,099
Varian Medical Systems COM 92220p105 154,508 1,912,231 SH   SOLE   1,912,231 0 0
Varian Medical Systems COM 92220p105 1,953 24,165 SH   OTR   0 0 24,165
WalMart COM 931142103 1,146 18,700 SH   SOLE   18,700 0 0
Werner Enterprises COM 950755108 87,839 3,755,406 SH   SOLE   3,755,406 0 0
Werner Enterprises COM 950755108 1,163 49,734 SH   OTR   0 0 49,734
Xylem COM 98419m100 141,020 3,863,575 SH   SOLE   3,863,575 0 0
Xylem COM 98419m100 1,698 46,523 SH   OTR   0 0 46,523
iShares Russell Mid Cap COM 464287499 2,988 18,654 SH   SOLE   18,654 0 0
JPMorgan Chase 6.1% PFD PFD 48127X542 259 10,000 SH   SOLE   10,000 0 0
Aston/Fairpointe Focused Equit MF 00080Y363 489 56,013 SH   SOLE   56,013 0 0
Aston/Fairpointe MidCap Fund C MF 00078H315 367 10,680 SH   SOLE   10,680 0 0
Oakmark Global Fund MF 413838830 264 9,724 SH   SOLE   9,724 0 0