The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Aegion Corp. | COM | 00770F104 | 30,231 | 1,585,244 | SH | SOLE | 1,472,279 | 0 | 112,965 | ||
| AGCO Corp. | COM | 001084102 | 198,988 | 4,034,640 | SH | SOLE | 3,834,807 | 0 | 199,833 | ||
| American Express Co. | COM | 025816109 | 2,171 | 33,900 | SH | SOLE | 33,900 | 0 | 0 | ||
| Amsurg Corp | COM | 03232P405 | 192,721 | 2,874,281 | SH | SOLE | 2,736,071 | 0 | 138,210 | ||
| Brink's Co. | COM | 109696104 | 91,517 | 2,468,087 | SH | SOLE | 2,395,730 | 0 | 72,357 | ||
| Broadridge Financial Solutions, Inc. | COM | 11133T103 | 146,281 | 2,157,852 | SH | SOLE | 2,054,909 | 0 | 102,943 | ||
| Centene Corp. | COM | 15135B101 | 220,563 | 3,293,958 | SH | SOLE | 3,138,471 | 0 | 155,487 | ||
| Chicago Bridge & Iron Co. | COM | 167250109 | 188,183 | 6,713,638 | SH | SOLE | 6,383,968 | 0 | 329,670 | ||
| Clean Harbors, Inc. | COM | 184496107 | 202,543 | 4,221,413 | SH | SOLE | 4,036,905 | 0 | 184,508 | ||
| Crane Co | COM | 224399105 | 13,672 | 216,982 | SH | SOLE | 208,395 | 0 | 8,587 | ||
| Darling Ingredients, Inc. | COM | 237266101 | 225,677 | 16,704,434 | SH | SOLE | 15,898,765 | 0 | 805,669 | ||
| Diebold, Inc. | COM | 253651103 | 70,891 | 2,859,669 | SH | SOLE | 2,772,051 | 0 | 87,618 | ||
| Discover Financial Services | COM | 254709108 | 2,315 | 40,935 | SH | SOLE | 40,935 | 0 | 0 | ||
| Federal Signal Corp | COM | 313855108 | 21,589 | 1,628,123 | SH | SOLE | 1,628,123 | 0 | 0 | ||
| Flowserve Corp. | COM | 34354P105 | 123,748 | 2,565,261 | SH | SOLE | 2,412,510 | 0 | 152,751 | ||
| Hanesbrands, Inc. | COM | 410345102 | 128,489 | 5,088,660 | SH | SOLE | 4,779,993 | 0 | 308,667 | ||
| Hill-Rom Holdings, Inc. | COM | 431475102 | 94,262 | 1,520,838 | SH | SOLE | 1,473,268 | 0 | 47,570 | ||
| IDEX Corp. | COM | 45167R104 | 152,335 | 1,628,030 | SH | SOLE | 1,548,417 | 0 | 79,613 | ||
| Knowles Corporation | COM | 49926D109 | 91,838 | 6,536,545 | SH | SOLE | 6,139,811 | 0 | 396,734 | ||
| Koppers Holdings, Inc. | COM | 50060P106 | 45,489 | 1,413,583 | SH | SOLE | 1,337,013 | 0 | 76,570 | ||
| Middleby Corp. | COM | 596278101 | 11,168 | 90,344 | SH | SOLE | 85,490 | 0 | 4,854 | ||
| Murphy USA Inc. | COM | 626755102 | 94,940 | 1,330,431 | SH | SOLE | 1,247,663 | 0 | 82,768 | ||
| Newfield Exploration Co. | COM | 651290108 | 169,896 | 3,909,246 | SH | SOLE | 3,726,486 | 0 | 182,760 | ||
| Nordson Corp. | COM | 655663102 | 62,576 | 628,081 | SH | SOLE | 608,566 | 0 | 19,515 | ||
| OGE Energy Corp. | COM | 670837103 | 172,535 | 5,456,529 | SH | SOLE | 5,139,493 | 0 | 317,036 | ||
| Pentair plc | COM | G7S00T104 | 62,324 | 970,180 | SH | SOLE | 881,620 | 0 | 88,560 | ||
| Polaris Industries, Inc. | COM | 731068102 | 201,825 | 2,606,210 | SH | SOLE | 2,478,111 | 0 | 128,099 | ||
| Sanderson Farms, Inc. | COM | 800013104 | 85,454 | 887,099 | SH | SOLE | 859,477 | 0 | 27,622 | ||
| Tenneco Inc | COM | 880349105 | 77,986 | 1,338,353 | SH | SOLE | 1,298,569 | 0 | 39,784 | ||
| Thor Industries, Inc. | COM | 885160101 | 200,370 | 2,365,641 | SH | SOLE | 2,247,207 | 0 | 118,434 | ||
| Timken Co. | COM | 887389104 | 197,544 | 5,621,615 | SH | SOLE | 5,345,236 | 0 | 276,379 | ||
| Trinity Industries, Inc. | COM | 896522109 | 196,280 | 8,117,437 | SH | SOLE | 7,714,211 | 0 | 403,226 | ||
| Western Union Co. | COM | 959802109 | 147,051 | 7,062,976 | SH | SOLE | 6,652,956 | 0 | 410,020 | ||
| WestRock Co | COM | 96145D105 | 80,930 | 1,669,344 | SH | SOLE | 1,567,068 | 0 | 102,276 | ||