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
ADT Corp. COM 00101J106 172,045 4,143,666 SH   SOLE   3,392,916 0 750,750
AGCO Corp. COM 001084102 289,984 6,086,985 SH   SOLE   5,401,550 0 685,435
Aegion Corp. COM 00770F104 29,170 1,616,091 SH   SOLE   1,508,176 0 107,915
Amsurg Corp COM 03232P405 94,258 1,532,149 SH   SOLE   1,496,619 0 35,530
Brink's Co. COM 109696104 141,273 5,113,037 SH   SOLE   4,617,267 0 495,770
Broadridge Financial Solutions COM 11133T103 212,984 3,871,741 SH   SOLE   3,345,091 0 526,650
CARBO Ceramics, Inc. COM 140781105 63,714 2,088,287 SH   SOLE   1,851,712 0 236,575
Centene Corp. COM 15135B101 307,405 4,348,635 SH   SOLE   3,893,705 0 454,930
Chicago Bridge & Iron Co. COM 167250109 317,662 6,448,688 SH   SOLE   5,755,923 0 692,765
Clean Harbors, Inc. COM 184496107 243,410 4,286,905 SH   SOLE   3,694,885 0 592,020
Columbia Sportswear Co. COM 198516106 82,025 1,346,881 SH   SOLE   1,311,506 0 35,375
Darling Ingredients, Inc. COM 237266101 265,711 18,965,802 SH   SOLE   16,827,382 0 2,138,420
Diebold, Inc. COM 253651103 134,012 3,779,240 SH   SOLE   3,367,170 0 412,070
Flowserve Corp. COM 34354P105 150,886 2,671,020 SH   SOLE   2,203,785 0 467,235
Fresh Market, Inc. COM 35804H106 119,344 2,936,609 SH   SOLE   2,866,294 0 70,315
Hanesbrands, Inc. COM 410345102 187,689 5,600,987 SH   SOLE   4,572,367 0 1,028,620
Hill-Rom Holdings, Inc. COM 431475102 126,926 2,590,329 SH   SOLE   2,344,274 0 246,055
IDEX Corp. COM 45167R104 173,939 2,293,799 SH   SOLE   2,098,059 0 195,740
Iconix Brand Group, Inc. COM 451055107 152,266 4,522,299 SH   SOLE   4,054,159 0 468,140
Intrepid Potash, Inc. COM 46121Y102 61,137 5,293,208 SH   SOLE   5,147,353 0 145,855
Koppers Holdings, Inc. COM 50060P106 59,466 3,021,648 SH   SOLE   2,950,123 0 71,525
MeadWestvaco Corp. COM 583334107 115,419 2,314,388 SH   SOLE   1,904,178 0 410,210
Middleby Corp. COM 596278101 37,650 366,780 SH   SOLE   351,210 0 15,570
Murphy USA Inc. COM 626755102 112,034 1,548,071 SH   SOLE   1,374,236 0 173,835
Newfield Exploration Co. COM 651290108 192,843 5,495,672 SH   SOLE   4,795,892 0 699,780
Nordson Corp. COM 655663102 87,393 1,115,560 SH   SOLE   1,086,980 0 28,580
OGE Energy Corp. COM 670837103 165,485 5,235,223 SH   SOLE   4,760,288 0 474,935
Pentair plc COM G7S00T104 65,588 1,042,899 SH   SOLE   866,494 0 176,405
Polaris Industries, Inc. COM 731068102 117,450 832,388 SH   SOLE   752,073 0 80,315
Sanderson Farms, Inc. COM 800013104 62,567 785,519 SH   SOLE   766,794 0 18,725
Tenneco Inc COM 880349105 76,224 1,327,475 SH   SOLE   1,295,655 0 31,820
Thor Industries, Inc. COM 885160101 224,284 3,548,230 SH   SOLE   3,155,610 0 392,620
Tidewater, Inc. COM 886423102 82,759 4,323,894 SH   SOLE   3,543,149 0 780,745
Timken Co. COM 887389104 169,065 4,011,981 SH   SOLE   3,459,976 0 552,005
TimkenSteel Corp. COM 887399103 64,368 2,431,723 SH   SOLE   2,374,343 0 57,380
Trinity Industries, Inc. COM 896522109 133,358 3,755,500 SH   SOLE   3,293,500 0 462,000
Walter Investment Management C COM 93317W102 48,543 3,005,756 SH   SOLE   2,879,066 0 126,690
Western Union Co. COM 959802109 199,279 9,576,134 SH   SOLE   7,845,219 0 1,730,915