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 139,907 3,945,484 SH   SOLE   3,403,109 0 587,000
AGCO Corp. COM 001084102 259,011 5,697,561 SH   SOLE   5,243,721 0 496,685
Aegion Corp. COM 00770F104 27,377 1,230,435 SH   SOLE   1,159,533 0 86,467
Brink's Co. COM 109696104 109,411 4,551,187 SH   SOLE   4,449,622 0 119,000
Broadridge Financial Solutions COM 11133T103 191,437 4,598,541 SH   SOLE   4,142,866 0 494,500
CARBO Ceramics, Inc. COM 140781105 162,753 2,747,819 SH   SOLE   2,552,609 0 211,580
Centene Corp. COM 15135B101 301,301 3,642,864 SH   SOLE   3,374,634 0 296,430
Chicago Bridge & Iron Co. COM 167250109 264,635 4,574,502 SH   SOLE   4,214,882 0 394,070
Clean Harbors, Inc. COM 184496107 207,727 3,852,509 SH   SOLE   3,476,839 0 404,995
Columbia Sportswear Co. COM 198516106 67,484 1,886,070 SH   SOLE   1,841,490 0 51,450
Darling Ingredients, Inc. COM 237266101 288,389 15,741,736 SH   SOLE   14,496,906 0 1,360,525
Diebold, Inc. COM 253651103 141,715 4,012,313 SH   SOLE   3,787,513 0 239,185
Flowserve Corp. COM 34354P105 136,838 1,940,412 SH   SOLE   1,684,597 0 278,190
Fresh Market, Inc. COM 35804H106 13,866 396,955 SH   SOLE   383,510 0 16,365
Hanesbrands, Inc. COM 410345102 168,178 1,565,317 SH   SOLE   1,349,017 0 234,575
Hill-Rom Holdings, Inc. COM 431475102 132,168 3,190,144 SH   SOLE   3,028,544 0 172,740
IDEX Corp. COM 45167R104 165,417 2,285,718 SH   SOLE   2,122,383 0 182,910
Iconix Brand Group, Inc. COM 451055107 151,129 4,091,206 SH   SOLE   3,866,561 0 238,483
Intrepid Potash, Inc. COM 46121Y102 89,917 5,819,843 SH   SOLE   5,689,298 0 152,660
Koppers Holdings, Inc. COM 50060P106 76,951 2,320,590 SH   SOLE   2,267,075 0 62,330
MeadWestvaco Corp. COM 583334107 130,480 3,187,097 SH   SOLE   2,768,677 0 455,595
Middleby Corp. COM 596278101 48,363 548,766 SH   SOLE   528,736 0 23,100
Murphy USA Inc. COM 626755102 73,118 1,378,025 SH   SOLE   1,224,270 0 169,780
Newfield Exploration Co. COM 651290108 212,754 5,739,253 SH   SOLE   5,178,423 0 605,080
Nordson Corp. COM 655663102 95,041 1,249,385 SH   SOLE   1,217,430 0 37,275
OGE Energy Corp. COM 670837103 126,756 3,415,683 SH   SOLE   3,153,463 0 295,920
Pentair plc COM G7S00T104 72,367 1,105,013 SH   SOLE   945,623 0 173,925
Polaris Industries, Inc. COM 731068102 149,283 996,616 SH   SOLE   917,496 0 89,050
Sanderson Farms, Inc. COM 800013104 125,417 1,425,999 SH   SOLE   1,395,724 0 35,420
Thor Industries, Inc. COM 885160101 199,493 3,873,659 SH   SOLE   3,568,874 0 334,050
Tidewater, Inc. COM 886423102 115,172 2,950,856 SH   SOLE   2,575,686 0 406,870
Timken Co. COM 887389104 158,302 3,734,416 SH   SOLE   3,382,036 0 382,955
TimkenSteel Corp. COM 887399103 21,003 451,764 SH   SOLE   451,764 0 0
Trinity Industries, Inc. COM 896522109 275,729 5,901,732 SH   SOLE   5,409,988 0 538,469
Walter Investment Management C COM 93317W102 44,178 2,012,661 SH   SOLE   1,935,181 0 90,615
Western Union Co. COM 959802109 152,917 9,533,467 SH   SOLE   8,259,247 0 1,377,295