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 |
| Actuant Corp | COM | 00508X203 | 31,588 | 1,198,803 | SH | SOLE | 1,149,587 | 0 | 49,216 | ||
| Aegion Corp. | COM | 00770F104 | 20,939 | 913,951 | SH | SOLE | 811,621 | 0 | 102,330 | ||
| AGCO Corp. | COM | 001084102 | 148,532 | 2,468,127 | SH | SOLE | 2,327,193 | 0 | 140,934 | ||
| American Express Co. | COM | 025816109 | 2,719 | 34,369 | SH | SOLE | 34,369 | 0 | 0 | ||
| Brink's Co. | COM | 109696104 | 74,102 | 1,386,386 | SH | SOLE | 1,332,839 | 0 | 53,547 | ||
| Broadridge Financial Solutions, Inc. | COM | 11133T103 | 133,751 | 1,968,372 | SH | SOLE | 1,857,735 | 0 | 110,637 | ||
| Centene Corp. | COM | 15135B101 | 231,120 | 3,243,332 | SH | SOLE | 3,058,008 | 0 | 185,324 | ||
| Chicago Bridge & Iron Co. | COM | 167250109 | 157,436 | 5,119,863 | SH | SOLE | 4,827,138 | 0 | 292,725 | ||
| Clean Harbors Inc. | COM | 184496107 | 201,711 | 3,626,587 | SH | SOLE | 3,445,706 | 0 | 180,881 | ||
| Crane Co | COM | 224399105 | 12,124 | 162,024 | SH | SOLE | 153,435 | 0 | 8,589 | ||
| Darling Ingredients Inc. | COM | 237266101 | 263,058 | 18,116,971 | SH | SOLE | 17,091,597 | 0 | 1,025,374 | ||
| Diebold Nixdorf Incorporated | COM | 253651103 | 71,594 | 2,332,045 | SH | SOLE | 2,237,804 | 0 | 94,241 | ||
| Discover Financial Services | COM | 254709108 | 2,217 | 32,419 | SH | SOLE | 32,419 | 0 | 0 | ||
| Envision Healthcare Corp | COM | 29414D100 | 191,749 | 3,127,024 | SH | SOLE | 2,946,511 | 0 | 180,513 | ||
| Federal Signal Corp | COM | 313855108 | 22,067 | 1,597,933 | SH | SOLE | 1,597,933 | 0 | 0 | ||
| Flowserve Corp. | COM | 34354P105 | 111,652 | 2,305,897 | SH | SOLE | 2,150,811 | 0 | 155,086 | ||
| Hanesbrands Inc. | COM | 410345102 | 134,471 | 6,477,385 | SH | SOLE | 6,044,035 | 0 | 433,350 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 82,993 | 1,175,536 | SH | SOLE | 1,127,326 | 0 | 48,210 | ||
| IDEX Corp. | COM | 45167R104 | 138,244 | 1,478,385 | SH | SOLE | 1,392,762 | 0 | 85,623 | ||
| Knowles Corporation | COM | 49926D109 | 107,314 | 5,663,021 | SH | SOLE | 5,282,743 | 0 | 380,278 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 43,049 | 1,016,497 | SH | SOLE | 947,455 | 0 | 69,042 | ||
| Murphy USA Inc. | COM | 626755102 | 215,599 | 2,936,510 | SH | SOLE | 2,769,719 | 0 | 166,791 | ||
| Newfield Exploration Co. | COM | 651290108 | 157,963 | 4,279,684 | SH | SOLE | 4,049,026 | 0 | 230,658 | ||
| Nordson Corp. | COM | 655663102 | 41,342 | 336,550 | SH | SOLE | 322,399 | 0 | 14,151 | ||
| OGE Energy Corp. | COM | 670837103 | 173,188 | 4,951,044 | SH | SOLE | 4,612,553 | 0 | 338,491 | ||
| Pentair plc | COM | G7S00T104 | 65,373 | 1,041,296 | SH | SOLE | 937,235 | 0 | 104,061 | ||
| Polaris Industries Inc. | COM | 731068102 | 181,720 | 2,168,492 | SH | SOLE | 2,043,417 | 0 | 125,075 | ||
| Sanderson Farms Inc. | COM | 800013104 | 64,739 | 623,451 | SH | SOLE | 597,882 | 0 | 25,569 | ||
| Tenneco Inc | COM | 880349105 | 68,824 | 1,102,600 | SH | SOLE | 1,059,716 | 0 | 42,884 | ||
| Thor Industries Inc. | COM | 885160101 | 164,462 | 1,710,831 | SH | SOLE | 1,611,065 | 0 | 99,766 | ||
| Timken Co. | COM | 887389104 | 201,286 | 4,453,238 | SH | SOLE | 4,194,313 | 0 | 258,925 | ||
| Trinity Industries Inc. | COM | 896522109 | 181,589 | 6,839,522 | SH | SOLE | 6,445,283 | 0 | 394,239 | ||
| Western Union Co. | COM | 959802109 | 136,608 | 6,712,921 | SH | SOLE | 6,279,267 | 0 | 433,654 | ||
| WestRock Co | COM | 96145D105 | 79,639 | 1,530,629 | SH | SOLE | 1,427,674 | 0 | 102,955 | ||