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
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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 Corporation COM 001084102 168,654 3,616,846 SH   SOLE   3,616,846 0 0
AGCO Corporation COM 001084102 3,982 85,390 SH   OTR   0 0 85,390
AT&T COM 00206R102 312 9,567 SH   SOLE   9,567 0 0
Akamai Technologies COM 00971t101 120,494 1,744,766 SH   SOLE   1,744,766 0 0
Akamai Technologies COM 00971t101 1,529 22,136 SH   OTR   0 0 22,136
Alcoa Inc COM 013817101 178,110 18,437,886 SH   SOLE   18,437,886 0 0
Alcoa Inc COM 013817101 2,212 228,958 SH   OTR   0 0 228,958
Apache Corp COM 037411105 907 23,150 SH   SOLE   23,150 0 0
Atwood Oceanics COM 050095108 16,717 1,128,747 SH   SOLE   1,128,747 0 0
Atwood Oceanics COM 050095108 1,835 123,900 SH   OTR   0 0 123,900
BP PLC COM 055622104 1,282 41,934 SH   SOLE   41,934 0 0
BorgWarner COM 099724106 78,952 1,898,349 SH   SOLE   1,898,349 0 0
BorgWarner COM 099724106 961 23,095 SH   OTR   0 0 23,095
Boston Scientific COM 101137107 983 59,900 SH   SOLE   59,900 0 0
Boston Scientific COM 101137107 66 4,050 SH   OTR   0 0 4,050
Bunge Ltd. COM G16962105 65,197 889,452 SH   SOLE   889,452 0 0
Bunge Ltd. COM G16962105 842 11,492 SH   OTR   0 0 11,492
Carnival Corp COM 143658300 1,098 22,100 SH   SOLE   22,100 0 0
Carnival Corp COM 143658300 92 1,850 SH   OTR   0 0 1,850
Chicago Bridge & Iron COM 167250109 99,176 2,500,649 SH   SOLE   2,500,649 0 0
Chicago Bridge & Iron COM 167250109 2,752 69,379 SH   OTR   0 0 69,379
Cincinnati Financial COM 172062101 61,954 1,151,563 SH   SOLE   1,151,563 0 0
Cincinnati Financial COM 172062101 984 18,290 SH   OTR   0 0 18,290
Cisco Systems COM 17275R102 1,104 42,050 SH   SOLE   42,050 0 0
Cisco Systems COM 17275R102 77 2,950 SH   OTR   0 0 2,950
Citrix Systems COM 177376100 70,197 1,013,243 SH   SOLE   1,013,243 0 0
Citrix Systems COM 177376100 963 13,906 SH   OTR   0 0 13,906
Con-way COM 205944101 168,581 3,552,820 SH   SOLE   3,552,820 0 0
Con-way COM 205944101 2,758 58,122 SH   OTR   0 0 58,122
Cooper Tire & Rubber Co. COM 216831107 106,800 2,703,118 SH   SOLE   2,703,118 0 0
Cooper Tire & Rubber Co. COM 216831107 1,298 32,847 SH   OTR   0 0 32,847
Copa Holdings COM P31076105 146,217 3,487,158 SH   SOLE   3,487,158 0 0
Copa Holdings COM P31076105 3,326 79,316 SH   OTR   0 0 79,316
Cree, Inc. COM 225447101 198,740 8,202,223 SH   SOLE   8,202,223 0 0
Cree, Inc. COM 225447101 4,387 181,038 SH   OTR   0 0 181,038
DeVry Education Group COM 251893103 160,125 5,884,799 SH   SOLE   5,884,799 0 0
DeVry Education Group COM 251893103 4,346 159,707 SH   OTR   0 0 159,707
Discovery Communications COM 25470f302 1,545 63,626 SH   SOLE   63,626 0 0
Discovery Communications COM 25470f302 95 3,900 SH   OTR   0 0 3,900
Dolby Labs COM 25659T107 743 22,800 SH   SOLE   22,800 0 0
Dolby Labs COM 25659T107 1,964 60,250 SH   OTR   0 0 60,250
Domtar Corp. COM 257559203 103,698 2,900,654 SH   SOLE   2,900,654 0 0
Domtar Corp. COM 257559203 2,714 75,916 SH   OTR   0 0 75,916
Donaldson Inc COM 257651109 41,748 1,486,747 SH   SOLE   1,486,747 0 0
Donaldson Inc COM 257651109 521 18,568 SH   OTR   0 0 18,568
Eaton Vance COM 278265103 67,293 2,013,545 SH   SOLE   2,013,545 0 0
Eaton Vance COM 278265103 816 24,408 SH   OTR   0 0 24,408
FMC Corporation COM 302491303 147,823 4,359,273 SH   SOLE   4,359,273 0 0
FMC Corporation COM 302491303 1,776 52,368 SH   OTR   0 0 52,368
FMC Technologies COM 30249u101 186,154 6,004,979 SH   SOLE   6,004,979 0 0
FMC Technologies COM 30249u101 2,293 73,959 SH   OTR   0 0 73,959
Finisar COM 31787A507 57,357 5,153,390 SH   SOLE   5,153,390 0 0
Finisar COM 31787A507 2,120 190,486 SH   OTR   0 0 190,486
Fluor Corp COM 343412102 1,326 31,300 SH   SOLE   31,300 0 0
Gannett Co Inc. COM 36473H104 21,510 1,460,309 SH   SOLE   1,460,309 0 0
Gannett Co Inc. COM 36473H104 384 26,043 SH   OTR   0 0 26,043
Gerdau S A Sponsored ADR COM 373737105 67,627 49,362,674 SH   SOLE   49,362,674 0 0
Gerdau S A Sponsored ADR COM 373737105 796 581,011 SH   OTR   0 0 581,011
Greif, Inc COM 397624107 1,326 41,550 SH   SOLE   41,550 0 0
Greif, Inc COM 397624107 2,030 63,610 SH   OTR   0 0 63,610
HMS Holdings Corp COM 40425J101 1,730 197,300 SH   OTR   0 0 197,300
HP Inc COM 40434L105 1,366 53,350 SH   SOLE   53,350 0 0
HP Inc COM 40434L105 90 3,500 SH   OTR   0 0 3,500
Haemonetics COM 405024100 1,833 56,700 SH   OTR   0 0 56,700
Hologic Inc. COM 436440101 546 13,950 SH   SOLE   13,950 0 0
Hologic Inc. COM 436440101 45 1,150 SH   OTR   0 0 1,150
IBM COM 459200101 243 1,675 SH   SOLE   1,675 0 0
Interpublic Group COM 460690100 136,859 7,154,133 SH   SOLE   7,154,133 0 0
Interpublic Group COM 460690100 1,689 88,304 SH   OTR   0 0 88,304
Itron Inc. COM 465741106 128,174 4,016,740 SH   SOLE   4,016,740 0 0
Itron Inc. COM 465741106 3,669 114,994 SH   OTR   0 0 114,994
Jabil Circuit COM 466313103 166,214 7,430,214 SH   SOLE   7,430,214 0 0
Jabil Circuit COM 466313103 3,812 170,406 SH   OTR   0 0 170,406
Juniper Networks COM 48203R104 204,446 7,952,000 SH   SOLE   7,952,000 0 0
Juniper Networks COM 48203R104 2,597 101,022 SH   OTR   0 0 101,022
Kennametal COM 489170100 1,315 52,850 SH   SOLE   52,850 0 0
Lear Corp COM 521865204 110,974 1,020,173 SH   SOLE   1,020,173 0 0
Lear Corp COM 521865204 1,461 13,430 SH   OTR   0 0 13,430
Legg Mason COM 524901105 1,140 27,400 SH   SOLE   27,400 0 0
Legg Mason COM 524901105 60 1,450 SH   OTR   0 0 1,450
Liberty Interactive Corp COM 53071m104 660 25,160 SH   SOLE   25,160 0 0
Liberty Interactive Corp COM 53071m104 42 1,600 SH   OTR   0 0 1,600
MDU Resources Group Inc COM 552690109 2,423 140,900 SH   OTR   0 0 140,900
Mattel COM 577081102 224,626 10,665,986 SH   SOLE   10,665,986 0 0
Mattel COM 577081102 2,813 133,560 SH   OTR   0 0 133,560
McDermott Intl COM 580037109 115,638 26,892,592 SH   SOLE   26,892,592 0 0
McDermott Intl COM 580037109 3,362 781,886 SH   OTR   0 0 781,886
NVIDIA Corp COM 67066G104 128,117 5,197,460 SH   SOLE   5,197,460 0 0
NVIDIA Corp COM 67066G104 1,631 66,172 SH   OTR   0 0 66,172
New York Times COM 650111107 160,214 13,565,989 SH   SOLE   13,565,989 0 0
New York Times COM 650111107 1,978 167,483 SH   OTR   0 0 167,483
News Corp Cl A COM 65249B109 1,157 91,700 SH   SOLE   91,700 0 0
Northern Trust Corp COM 665859104 137,967 2,024,161 SH   SOLE   2,024,161 0 0
Northern Trust Corp COM 665859104 1,818 26,673 SH   OTR   0 0 26,673
Nuance Communications COM 67020y100 168,104 10,269,025 SH   SOLE   10,269,025 0 0
Nuance Communications COM 67020y100 3,749 229,010 SH   OTR   0 0 229,010
Owens Corning COM 690742101 166,435 3,971,244 SH   SOLE   3,971,244 0 0
Owens Corning COM 690742101 2,154 51,390 SH   OTR   0 0 51,390
Pepsico COM 713448108 1,726 18,300 SH   SOLE   18,300 0 0
Pepsico COM 713448108 75 800 SH   OTR   0 0 800
Quest Diagnostics COM 74834L100 116,373 1,893,167 SH   SOLE   1,893,167 0 0
Quest Diagnostics COM 74834L100 1,463 23,797 SH   OTR   0 0 23,797
Raymond James Financial COM 754730109 155,065 3,124,426 SH   SOLE   3,124,426 0 0
Raymond James Financial COM 754730109 1,146 23,097 SH   OTR   0 0 23,097
Scholastic COM 807066105 77,276 1,983,459 SH   SOLE   1,983,459 0 0
Scholastic COM 807066105 2,148 55,140 SH   OTR   0 0 55,140
Shaw Communications, Inc. COM 82028K200 27,029 1,393,270 SH   SOLE   1,393,270 0 0
Staples, Inc COM 855030102 11,295 962,926 SH   SOLE   962,926 0 0
Staples, Inc COM 855030102 187 15,955 SH   OTR   0 0 15,955
Tegna COM 87901J105 105,774 4,724,155 SH   SOLE   4,724,155 0 0
Tegna COM 87901J105 1,361 60,808 SH   OTR   0 0 60,808
Telus Corporation COM 87971M103 211 6,700 SH   SOLE   6,700 0 0
Teradata Corp COM 88076W103 198,686 6,860,691 SH   SOLE   6,860,691 0 0
Teradata Corp COM 88076W103 2,479 85,588 SH   OTR   0 0 85,588
Time Inc. COM 887228104 168,143 8,826,384 SH   SOLE   8,826,384 0 0
Time Inc. COM 887228104 4,333 227,441 SH   OTR   0 0 227,441
Transocean Ltd COM H8817H100 136,484 10,563,741 SH   SOLE   10,563,741 0 0
Transocean Ltd COM H8817H100 1,728 133,761 SH   OTR   0 0 133,761
Twenty-First Century FOX COM 90130A101 1,389 51,500 SH   SOLE   51,500 0 0
Twenty-First Century FOX COM 90130A101 57 2,100 SH   OTR   0 0 2,100
Unilever PLC COM 904767704 1,270 31,150 SH   SOLE   31,150 0 0
Unilever PLC COM 904767704 63 1,550 SH   OTR   0 0 1,550
Unisys Corporation COM 909214306 78,674 6,611,235 SH   SOLE   6,611,235 0 0
Unisys Corporation COM 909214306 2,842 238,837 SH   OTR   0 0 238,837
United States Steel Corp. COM 912909108 125,808 12,073,669 SH   SOLE   12,073,669 0 0
United States Steel Corp. COM 912909108 3,152 302,503 SH   OTR   0 0 302,503
Varian Medical Systems COM 92220p105 134,134 1,818,029 SH   SOLE   1,818,029 0 0
Varian Medical Systems COM 92220p105 1,700 23,039 SH   OTR   0 0 23,039
WalMart COM 931142103 687 10,600 SH   SOLE   10,600 0 0
Werner Enterprises COM 950755108 85,089 3,390,004 SH   SOLE   3,390,004 0 0
Werner Enterprises COM 950755108 1,004 40,017 SH   OTR   0 0 40,017
Xylem COM 98419m100 137,099 4,173,473 SH   SOLE   4,173,473 0 0
Xylem COM 98419m100 1,630 49,626 SH   OTR   0 0 49,626
JPMorgan Chase 6.1% PFD PFD 48127X542 250 10,000 SH   SOLE   10,000 0 0
Aston/Fairpointe Focused Equit MF 00080Y363 473 55,476 SH   SOLE   55,476 0 0
Aston/Fairpointe MidCap Fund C MF 00078H315 351 10,119 SH   SOLE   10,119 0 0
Oakmark Global Fund MF 413838830 249 9,468 SH   SOLE   9,468 0 0