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
Cablevision Systems Corporation Cl A Common 12686C109 255,946,703 10,691,173 SH   SOLE 0 9,854,253 836,921 0
Entegris, Inc. Common 29362U104 228,886,030 15,709,405 SH   SOLE 0 14,486,655 1,222,750 0
ADT Corporation Common 00101j106 218,540,348 6,509,989 SH   SOLE 0 6,040,331 469,659 0
Axiall Corporation Common 05463D100 213,776,043 5,929,987 SH   SOLE 0 5,473,992 455,995 0
PerkinElmer, Inc. Common 714046109 212,849,103 4,043,486 SH   SOLE 0 3,741,411 302,075 0
USG Corporation Common 903293405 186,695,359 6,718,077 SH   SOLE 0 6,162,127 555,950 0
Aaron's, Inc. Common 002535300 182,815,544 5,048,758 SH   SOLE 0 4,653,583 395,175 0
Knowles Corporation Common 49926d109 179,472,034 9,915,582 SH   SOLE 0 9,069,442 846,140 0
WPX Energy Inc. Common 98212b103 172,655,866 14,059,924 SH   SOLE 0 12,680,883 1,379,041 0
VCA Inc. Common 918194101 169,390,729 3,113,514 SH   SOLE 0 2,870,221 243,293 0
Mosaic Co. Common 61945c103 163,289,215 3,485,362 SH   SOLE 0 3,234,362 251,000 0
Live Nation Entertainment, Inc. Common 538034109 163,024,716 5,930,328 SH   SOLE 0 5,461,371 468,957 0
Lindsay Corporation Common 535555106 125,138,126 1,423,480 SH   SOLE 0 1,255,555 167,925 0
Cabela's Inc. Common 126804301 119,163,565 2,384,225 SH   SOLE 0 2,098,425 285,800 0
General Electric Com Common 369604103 113,858,996 4,285,246 SH   SOLE 0 3,945,996 339,250 0
Pfizer Inc. Common 717081103 104,246,559 3,109,053 SH   SOLE 0 2,866,253 242,800 0
CIT Group Inc. Common 125581801 101,754,708 2,188,744 SH   SOLE 0 2,142,894 45,850 0
Deere & Company Common 244199105 97,822,250 1,007,957 SH   SOLE 0 988,077 19,880 0
Calgon Carbon Corp Common 129603106 92,844,347 4,790,730 SH   SOLE 0 4,182,930 607,800 0
Compass Minerals International, Inc. Common 20451N101 87,853,740 1,069,561 SH   SOLE 0 959,164 110,397 0
Cabot Microelectronics Com Common 12709p103 86,681,881 1,839,989 SH   SOLE 0 1,609,881 230,108 0
General Motors Common 37045v100 85,350,994 2,560,785 SH   SOLE 0 2,508,303 52,483 0
CBS Corporation Common 124857202 84,719,862 1,526,484 SH   SOLE 0 1,490,434 36,050 0
TimkenSteel Corporation Common 887399103 80,723,554 2,990,869 SH   SOLE 0 2,621,076 369,793 0
Corning Inc. Common 219350105 67,454,147 3,418,862 SH   SOLE 0 3,361,712 57,150 0
Discovery Communications, Inc. Common 25470f104 61,191,515 1,839,793 SH   SOLE 0 1,808,273 31,520 0
Devon Energy Corporation Common 25179m103 56,471,414 949,258 SH   SOLE 0 929,409 19,850 0
Talen Energy Corporation Common 87422J105 55,601,214 3,240,164 SH   SOLE 0 2,893,764 346,400 0
Microsoft Corp Common 594918104 53,629,117 1,214,702 SH   SOLE 0 1,192,453 22,250 0
NOW Inc. Common 67011p100 44,264,449 2,223,227 SH   SOLE 0 1,941,718 281,509 0
ChannelAdvisor Corporation Common 159179100 39,804,099 3,330,887 SH   SOLE 0 2,865,966 464,921 0
Bank of New York Mellon Corp. Common 064058100 35,023,629 834,492 SH   SOLE 0 822,392 12,100 0
Checkpoint Systems Inc. Common 162825103 32,111,496 3,154,371 SH   SOLE 0 2,834,184 320,187 0
Manitowoc Company, Inc. (The) Common 563571108 31,334,441 1,598,696 SH   SOLE 0 1,420,096 178,600 0
Dolby Laboratories, Inc. Common 25659t107 28,673,125 722,609 SH   SOLE 0 650,029 72,580 0
CST Brands, Inc. Common 12646r105 19,558,552 500,731 SH   SOLE 0 452,131 48,600 0
iShares Russell 2000 ETF ETF 464287655 16,395,387 131,310 SH   SOLE 0 99,710 31,600 0
Hyster-Yale Materials Handling, Inc. Common 449172105 14,446,334 208,521 SH   SOLE 0 164,977 43,544 0
Spdr Trust Series 1 ETF 78462F103 4,209,945 20,451 SH   SOLE 0 20,452 0 0
iShares Trust Russell 2000 Value Index ETF 464287630 3,560,464 34,920 SH   SOLE 0 320 34,600 0
Post Properties 8.50% Preferred 737464206 1,423,565 21,901 SH   SOLE 0 20,901 1,000 0
BOARDWALK PIPELIN PTNR UT LTD PARTNER Common 096627104 1,266,144 87,200 SH   SOLE 0 87,200 0 0
Ebay Inc Common 278642103 999,984 16,600 SH   SOLE 0 16,600 0 0
Chesapeake Energy Corporation Ok Common 165167107 955,035 85,500 SH   SOLE 0 85,500 0 0
Pebblebrook Hotel Trust Series A Preferred 70509V209 719,512 28,095 SH   SOLE 0 24,895 3,200 0
OCI Resources LP Common 67081b106 678,429 27,691 SH   SOLE 0 27,691 0 0
iShares iBoxx $ High Yield Corporate Bd ETF 464288513 608,280 6,850 SH   SOLE 0 6,850 0 0
Constellation Brands Inc. - A Cl A Common 21036p108 597,503 5,150 SH   SOLE 0 5,150 0 0
Walt Disney Company Common 254687106 507,085 4,442 SH   SOLE 0 4,443 0 0
E I Dupont Common 263534109 437,283 6,837 SH   SOLE 0 6,838 0 0
Cincinnati Bell 6.75% Series B Preferred 171871403 411,852 8,400 SH   SOLE 0 6,400 2,000 0
Molson Coors Brewing Co Cl B Cl B Common 60871R209 404,898 5,800 SH   SOLE 0 5,800 0 0
Bank Of America Corp Common 060505104 402,523 23,650 SH   SOLE 0 23,650 0 0
Potash Corp Sask Inc Com Common 73755l107 371,640 12,000 SH   SOLE 0 12,000 0 0
Scripps Networks Inter - CL A Cl A Common 811065101 352,998 5,400 SH   SOLE 0 5,400 0 0
Johnson & Johnson Common 478160104 350,856 3,600 SH   SOLE 0 3,600 0 0
WELLS FARGO & CO NEW DEP SHS SER J Preferred 949746879 296,100 10,500 SH   SOLE 0 10,500 0 0
Thermo Fisher Scientific, Inc Common 883556102 290,662 2,240 SH   SOLE 0 2,240 0 0
Powershares QQQ Trust Series I ETF 73935A104 267,983 2,502 SH   SOLE 0 2,503 0 0
Procter & Gamble Co Common 742718109 264,427 3,379 SH   SOLE 0 3,380 0 0
WESTLAKE CHEM CORP COM Common 960413102 240,065 3,500 SH   SOLE 0 3,500 0 0
Apple Computers Common 037833100 222,002 1,769 SH   SOLE 0 1,770 0 0
Synovus Financial Corporation Common 87161c105 220,116 7,142 SH   SOLE 0 7,142 0 0
VAIL RESORTS INC COM Common 91879q109 218,400 2,000 SH   SOLE 0 2,000 0 0
Time Warner Inc. New Common 887317303 206,735 2,365 SH   SOLE 0 2,365 0 0
Berkshire Hathaway Inc. Class A Common 084990175 204,850 100 SH   SOLE 0 100 0 0