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
ADT Corp. COM 00101J106 167,654 4,063,352 SH   SOLE   3,810,842 0 252,510
Aegion Corp. COM 00770F104 28,172 1,335,813 SH   SOLE   1,232,388 0 103,425
AGCO Corp. COM 001084102 202,756 4,079,608 SH   SOLE   3,869,108 0 210,500
American Express Co. COM 025816109 2,078 33,845 SH   SOLE   33,845 0 0
Amsurg Corp COM 03232P405 85,515 1,146,319 SH   SOLE   1,111,159 0 35,160
Brink's Co. COM 109696104 90,855 2,704,836 SH   SOLE   2,626,716 0 78,120
Broadridge Financial Solutions COM 11133T103 138,752 2,339,432 SH   SOLE   2,216,837 0 122,595
CARBO Ceramics, Inc. COM 140781105 24,688 1,738,593 SH   SOLE   1,691,978 0 46,615
Centene Corp. COM 15135B101 205,829 3,343,002 SH   SOLE   3,167,387 0 175,615
Chicago Bridge & Iron Co. COM 167250109 215,034 5,876,847 SH   SOLE   5,569,962 0 306,885
Clean Harbors, Inc. COM 184496107 183,874 3,726,670 SH   SOLE   3,532,530 0 194,140
Darling Ingredients, Inc. COM 237266101 264,293 20,067,781 SH   SOLE   19,021,346 0 1,046,435
Diebold, Inc. COM 253651103 76,966 2,662,258 SH   SOLE   2,586,338 0 75,920
Discover Financial Services COM 254709108 2,082 40,895 SH   SOLE   40,895 0 0
Flowserve Corp. COM 34354P105 118,638 2,671,421 SH   SOLE   2,494,851 0 176,570
Hanesbrands, Inc. COM 410345102 123,239 4,348,578 SH   SOLE   4,064,183 0 284,395
Hill-Rom Holdings, Inc. COM 431475102 80,470 1,599,796 SH   SOLE   1,551,066 0 48,730
IDEX Corp. COM 45167R104 154,791 1,867,648 SH   SOLE   1,767,388 0 100,260
Knowles Corporation COM 49926D109 93,458 7,090,905 SH   SOLE   6,624,495 0 466,410
Koppers Holdings, Inc. COM 50060P106 36,378 1,618,948 SH   SOLE   1,536,443 0 82,505
Middleby Corp. COM 596278101 29,615 277,368 SH   SOLE   262,958 0 14,410
Murphy USA Inc. COM 626755102 94,082 1,531,033 SH   SOLE   1,429,494 0 101,539
Newfield Exploration Co. COM 651290108 156,574 4,708,988 SH   SOLE   4,464,078 0 244,910
Nordson Corp. COM 655663102 63,151 830,504 SH   SOLE   804,549 0 25,955
OGE Energy Corp. COM 670837103 163,311 5,704,205 SH   SOLE   5,347,150 0 357,055
Pentair plc COM G7S00T104 57,418 1,058,193 SH   SOLE   956,108 0 102,085
Polaris Industries, Inc. COM 731068102 215,649 2,189,770 SH   SOLE   2,070,375 0 119,395
Russell 2000 Index Fund COM 464287655 3,068 27,730 SH   SOLE   27,730 0 0
Sanderson Farms, Inc. COM 800013104 75,834 840,923 SH   SOLE   815,763 0 25,160
Tenneco Inc COM 880349105 79,304 1,539,584 SH   SOLE   1,496,054 0 43,530
Thor Industries, Inc. COM 885160101 171,818 2,694,333 SH   SOLE   2,550,369 0 143,964
Timken Co. COM 887389104 177,364 5,296,043 SH   SOLE   5,022,453 0 273,590
Trinity Industries, Inc. COM 896522109 140,418 7,668,907 SH   SOLE   7,275,987 0 392,920
Walter Investment Management C COM 93317W102 19,037 2,491,733 SH   SOLE   2,374,683 0 117,050
Western Union Co. COM 959802109 140,850 7,301,720 SH   SOLE   6,823,725 0 477,995
WestRock Co COM 96145D105 77,481 1,985,157 SH   SOLE   1,851,096 0 134,061