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 105,296 1,819,849 SH   SOLE   1,818,849 0 1,000
AGCO Corporation COM 001084102 3,847 66,480 SH   OTR   0 0 66,480
Akamai Technologies COM 00971t101 117,905 1,768,224 SH   SOLE   1,768,224 0 0
Akamai Technologies COM 00971t101 4,162 62,414 SH   OTR   0 0 62,414
Alcoa Corp COM 013872106 21,294 758,323 SH   SOLE   758,323 0 0
Alcoa Corp COM 013872106 408 14,514 SH   OTR   0 0 14,514
Apache Corp COM 037411105 460 7,250 SH   SOLE   6,650 0 600
Arconic Inc COM 03965L100 103,293 5,571,372 SH   SOLE   5,571,372 0 0
Arconic Inc COM 03965L100 1,425 76,843 SH   OTR   0 0 76,843
Atwood Oceanics COM 050095108 4,602 350,500 SH   SOLE   350,500 0 0
Atwood Oceanics COM 050095108 2,916 222,100 SH   OTR   0 0 222,100
Autoliv COM 052800109 18,636 164,700 SH   SOLE   164,700 0 0
BASF SE COM 055262505 205 2,200 SH   SOLE   2,200 0 0
BP PLC COM 055622104 1,461 39,084 SH   SOLE   36,284 0 2,800
Baker Hughes Inc COM 057224107 1,429 22,000 SH   SOLE   20,600 0 1,400
Bank of New York Mellon COM 064058100 403 8,500 SH   SOLE   8,000 0 500
Bank of New York Mellon COM 064058100 24 500 SH   OTR   0 0 500
BorgWarner COM 099724106 77,515 1,965,384 SH   SOLE   1,965,384 0 0
BorgWarner COM 099724106 4,268 108,214 SH   OTR   0 0 108,214
Bunge Ltd. COM G16962105 44,120 610,736 SH   SOLE   610,736 0 0
Bunge Ltd. COM G16962105 589 8,154 SH   OTR   0 0 8,154
Carnival Corp COM 143658300 1,632 31,350 SH   SOLE   29,150 0 2,200
Carnival Corp COM 143658300 107 2,050 SH   OTR   0 0 2,050
Chicago Bridge & Iron COM 167250109 63,681 2,005,692 SH   SOLE   2,005,692 0 0
Chicago Bridge & Iron COM 167250109 3,490 109,920 SH   OTR   0 0 109,920
Cincinnati Financial COM 172062101 17,646 232,946 SH   SOLE   232,946 0 0
Cincinnati Financial COM 172062101 322 4,253 SH   OTR   0 0 4,253
Cisco Systems COM 17275R102 819 27,100 SH   SOLE   25,100 0 2,000
Cisco Systems COM 17275R102 65 2,150 SH   OTR   0 0 2,150
Cooper Tire & Rubber Co. COM 216831107 89,180 2,295,493 SH   SOLE   2,295,493 0 0
Cooper Tire & Rubber Co. COM 216831107 1,254 32,287 SH   OTR   0 0 32,287
Copa Holdings COM P31076105 157,172 1,730,400 SH   SOLE   1,730,400 0 0
Copa Holdings COM P31076105 4,400 48,446 SH   OTR   0 0 48,446
Cree, Inc. COM 225447101 140,882 5,338,451 SH   SOLE   5,334,651 0 3,800
Cree, Inc. COM 225447101 4,430 167,870 SH   OTR   0 0 167,870
DeVry Education Group COM 251893103 159,068 5,098,324 SH   SOLE   5,098,324 0 0
DeVry Education Group COM 251893103 4,217 135,152 SH   OTR   0 0 135,152
Discovery Communications COM 25470f302 1,783 66,570 SH   SOLE   62,570 0 4,000
Discovery Communications COM 25470f302 139 5,200 SH   OTR   0 0 5,200
Domtar Corp. COM 257559203 106,520 2,729,176 SH   SOLE   2,729,176 0 0
Domtar Corp. COM 257559203 3,743 95,912 SH   OTR   0 0 95,912
Donaldson Inc COM 257651109 46,920 1,115,018 SH   SOLE   1,115,018 0 0
Donaldson Inc COM 257651109 691 16,416 SH   OTR   0 0 16,416
FMC Corporation COM 302491303 132,416 2,341,161 SH   SOLE   2,339,361 0 1,800
FMC Corporation COM 302491303 4,309 76,181 SH   OTR   0 0 76,181
Fluor Corp COM 343412102 1,200 22,850 SH   SOLE   21,150 0 1,700
Gentex Corp COM 371901109 137,734 6,995,118 SH   SOLE   6,995,118 0 0
Gentex Corp COM 371901109 4,108 208,621 SH   OTR   0 0 208,621
Gerdau S A Sponsored ADR COM 373737105 73,034 23,259,108 SH   SOLE   23,259,108 0 0
Gerdau S A Sponsored ADR COM 373737105 1,064 338,878 SH   OTR   0 0 338,878
Greif, Inc COM 397624107 531 10,350 SH   SOLE   9,350 0 1,000
HMS Holdings Corp COM 40425J101 1,384 76,200 SH   OTR   0 0 76,200
HP Inc COM 40434L105 1,213 81,750 SH   SOLE   76,350 0 5,400
HP Inc COM 40434L105 77 5,200 SH   OTR   0 0 5,200
Haemonetics COM 405024100 2,878 71,600 SH   OTR   0 0 71,600
Hewlett Packard Enterprise Co COM 42824C109 1,708 73,800 SH   SOLE   68,900 0 4,900
Hewlett Packard Enterprise Co COM 42824C109 97 4,200 SH   OTR   0 0 4,200
Hologic Inc. COM 436440101 1,105 27,550 SH   SOLE   25,850 0 1,700
Hologic Inc. COM 436440101 74 1,850 SH   OTR   0 0 1,850
Interpublic Group COM 460690100 29,277 1,250,606 SH   SOLE   1,250,606 0 0
Interpublic Group COM 460690100 465 19,874 SH   OTR   0 0 19,874
Itron Inc. COM 465741106 79,460 1,264,282 SH   SOLE   1,264,282 0 0
Itron Inc. COM 465741106 1,186 18,871 SH   OTR   0 0 18,871
Jabil Circuit COM 466313103 133,259 5,629,853 SH   SOLE   5,629,853 0 0
Jabil Circuit COM 466313103 4,201 177,482 SH   OTR   0 0 177,482
Juniper Networks COM 48203R104 208,120 7,364,456 SH   SOLE   7,364,456 0 0
Juniper Networks COM 48203R104 3,059 108,242 SH   OTR   0 0 108,242
Kennametal COM 489170100 1,843 58,950 SH   SOLE   55,350 0 3,600
Lear Corp COM 521865204 96,534 729,271 SH   SOLE   729,271 0 0
Lear Corp COM 521865204 1,571 11,871 SH   OTR   0 0 11,871
Legg Mason COM 524901105 1,300 43,450 SH   SOLE   40,850 0 2,600
Legg Mason COM 524901105 73 2,450 SH   OTR   0 0 2,450
Liberty Interactive Corp COM 53071m104 1,318 65,960 SH   SOLE   61,360 0 4,600
Liberty Interactive Corp COM 53071m104 82 4,100 SH   OTR   0 0 4,100
Lions Gate Entertainment Cl A COM 535919401 89,856 3,340,378 SH   SOLE   3,339,578 0 800
Lions Gate Entertainment Cl A COM 535919401 1,279 47,561 SH   OTR   0 0 47,561
Lions Gate Entertainment Cl B COM 535919500 79,112 3,223,778 SH   SOLE   3,222,978 0 800
Lions Gate Entertainment Cl B COM 535919500 1,130 46,030 SH   OTR   0 0 46,030
MDU Resources Group Inc COM 552690109 1,230 42,750 SH   OTR   0 0 42,750
Mattel COM 577081102 128,406 4,660,831 SH   SOLE   4,660,831 0 0
Mattel COM 577081102 1,787 64,856 SH   OTR   0 0 64,856
McDermott Intl COM 580037109 116,459 15,759,008 SH   SOLE   15,759,008 0 0
McDermott Intl COM 580037109 3,620 489,861 SH   OTR   0 0 489,861
New York Times COM 650111107 156,120 11,738,383 SH   SOLE   11,738,383 0 0
New York Times COM 650111107 2,266 170,353 SH   OTR   0 0 170,353
News Corp Cl A COM 65249B109 798 69,600 SH   SOLE   69,600 0 0
Northern Trust Corp COM 665859104 125,531 1,409,670 SH   SOLE   1,408,370 0 1,300
Northern Trust Corp COM 665859104 2,001 22,475 SH   OTR   0 0 22,475
Nuance Communications COM 67020y100 85,490 5,737,600 SH   SOLE   5,737,600 0 0
Nuance Communications COM 67020y100 1,148 77,026 SH   OTR   0 0 77,026
Office Depot Inc COM 676220106 138,065 30,545,330 SH   SOLE   30,545,330 0 0
Office Depot Inc COM 676220106 4,933 1,091,441 SH   OTR   0 0 1,091,441
Patterson Companies Inc COM 703395103 112,635 2,745,180 SH   SOLE   2,745,180 0 0
Patterson Companies Inc COM 703395103 1,448 35,281 SH   OTR   0 0 35,281
Pepsico COM 713448108 806 7,700 SH   SOLE   7,200 0 500
Quanta Services COM 74762E102 1,598 45,850 SH   SOLE   42,850 0 3,000
Quest Diagnostics COM 74834L100 89,039 968,864 SH   SOLE   968,864 0 0
Quest Diagnostics COM 74834L100 1,325 14,423 SH   OTR   0 0 14,423
Raymond James Financial COM 754730109 132,497 1,912,765 SH   SOLE   1,912,765 0 0
Raymond James Financial COM 754730109 1,043 15,052 SH   OTR   0 0 15,052
Scholastic COM 807066105 67,760 1,426,825 SH   SOLE   1,424,425 0 2,400
Scholastic COM 807066105 1,236 26,032 SH   OTR   0 0 26,032
Shaw Communications, Inc. COM 82028K200 12,846 640,370 SH   SOLE   640,370 0 0
Staples, Inc COM 855030102 12,424 1,372,800 SH   SOLE   1,364,900 0 7,900
Staples, Inc COM 855030102 64 7,050 SH   OTR   0 0 7,050
Stericycle COM 858912108 158,912 2,062,724 SH   SOLE   2,062,724 0 0
Stericycle COM 858912108 2,029 26,331 SH   OTR   0 0 26,331
Stifel Financial COM 860630102 10,682 213,850 SH   SOLE   213,850 0 0
Stifel Financial COM 860630102 3,007 60,200 SH   OTR   0 0 60,200
TechnipFMC COM G87110105 117,345 3,302,695 SH   SOLE   3,302,695 0 0
TechnipFMC COM G87110105 1,753 49,351 SH   OTR   0 0 49,351
Tegna COM 87901J105 163,146 7,627,224 SH   SOLE   7,627,224 0 0
Tegna COM 87901J105 5,125 239,576 SH   OTR   0 0 239,576
Telus Corporation COM 87971M103 213 6,700 SH   SOLE   6,700 0 0
Teradata Corp COM 88076W103 153,449 5,647,754 SH   SOLE   5,644,154 0 3,600
Teradata Corp COM 88076W103 2,099 77,239 SH   OTR   0 0 77,239
Time Inc. COM 887228104 172,185 9,646,217 SH   SOLE   9,646,217 0 0
Time Inc. COM 887228104 6,073 340,246 SH   OTR   0 0 340,246
Transocean Ltd COM H8817H100 59,288 4,022,271 SH   SOLE   4,019,671 0 2,600
Transocean Ltd COM H8817H100 818 55,470 SH   OTR   0 0 55,470
Twenty-First Century FOX COM 90130A101 1,461 52,100 SH   SOLE   52,100 0 0
Unilever PLC COM 904767704 1,223 30,050 SH   SOLE   28,050 0 2,000
Unisys Corporation COM 909214306 82,294 5,504,627 SH   SOLE   5,504,627 0 0
Unisys Corporation COM 909214306 3,713 248,330 SH   OTR   0 0 248,330
United States Steel Corp. COM 912909108 18,637 564,575 SH   SOLE   564,575 0 0
United States Steel Corp. COM 912909108 264 8,006 SH   OTR   0 0 8,006
VMware COM 928563402 1,165 14,800 SH   SOLE   13,800 0 1,000
VMware COM 928563402 87 1,100 SH   OTR   0 0 1,100
Varian Medical Systems COM 92220p105 163,125 1,816,942 SH   SOLE   1,815,942 0 1,000
Varian Medical Systems COM 92220p105 2,348 26,156 SH   OTR   0 0 26,156
WalMart COM 931142103 1,465 21,200 SH   SOLE   19,700 0 1,500
Werner Enterprises COM 950755108 85,357 3,167,223 SH   SOLE   3,167,223 0 0
Werner Enterprises COM 950755108 1,247 46,279 SH   OTR   0 0 46,279
Whirlpool COM 963320106 84,882 466,977 SH   SOLE   466,977 0 0
Whirlpool COM 963320106 1,101 6,057 SH   OTR   0 0 6,057
iShares Russell Mid Cap COM 464287499 14,781 82,641 SH   SOLE   82,641 0 0
JPMorgan Chase 6.1 PFD PFD 48127X542 254 10,000 SH   SOLE   10,000 0 0
AMG Managers Fairpointe Focuse MF 00171A746 613 58,535 SH   SOLE   58,535 0 0
AMG Managers Fairpointe Mid Ca MF 00171A738 445 10,914 SH   SOLE   10,914 0 0
Oakmark Global Fund MF 413838830 266 9,489 SH   SOLE   9,489 0 0