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 | 62,437 | 2,438,945 | SH | SOLE | 2,329,158 | 0 | 109,787 | ||
| Aegion Corp. | COM | 00770F104 | 30,267 | 1,300,145 | SH | SOLE | 1,178,988 | 0 | 121,157 | ||
| AGCO Corp. | COM | 001084102 | 174,533 | 2,365,913 | SH | SOLE | 2,195,864 | 0 | 170,049 | ||
| American Express Co. | COM | 025816109 | 2,727 | 30,148 | SH | SOLE | 30,148 | 0 | 0 | ||
| Brink's Co. | COM | 109696104 | 82,555 | 979,886 | SH | SOLE | 938,706 | 0 | 41,180 | ||
| Broadridge Financial Solutions, Inc. | COM | 11133T103 | 141,921 | 1,756,018 | SH | SOLE | 1,629,694 | 0 | 126,324 | ||
| Centene Corp. | COM | 15135B101 | 226,761 | 2,343,302 | SH | SOLE | 2,172,126 | 0 | 171,176 | ||
| Clean Harbors Inc. | COM | 184496107 | 213,056 | 3,757,594 | SH | SOLE | 3,518,303 | 0 | 239,291 | ||
| Crane Co | COM | 224399105 | 21,586 | 269,854 | SH | SOLE | 253,612 | 0 | 16,242 | ||
| Darling Ingredients Inc. | COM | 237266101 | 267,522 | 15,269,520 | SH | SOLE | 14,179,128 | 0 | 1,090,392 | ||
| Diebold Nixdorf Incorporated | COM | 253651103 | 157,665 | 6,900,003 | SH | SOLE | 6,440,639 | 0 | 459,364 | ||
| Discover Financial Services | COM | 254709108 | 2,477 | 38,420 | SH | SOLE | 38,420 | 0 | 0 | ||
| Dycom Industries Inc | COM | 267475101 | 39,968 | 465,396 | SH | SOLE | 429,845 | 0 | 35,551 | ||
| Envision Healthcare Corp | COM | 29414D100 | 175,203 | 3,897,736 | SH | SOLE | 3,609,218 | 0 | 288,518 | ||
| Extended Stay America, Inc. | COM | 30224P200 | 36,552 | 1,827,584 | SH | SOLE | 1,672,395 | 0 | 155,189 | ||
| Federal Signal Corp | COM | 313855108 | 30,525 | 1,434,447 | SH | SOLE | 1,434,447 | 0 | 0 | ||
| Flowserve Corp. | COM | 34354P105 | 115,510 | 2,712,145 | SH | SOLE | 2,477,620 | 0 | 234,525 | ||
| Hanesbrands Inc. | COM | 410345102 | 144,015 | 5,844,747 | SH | SOLE | 5,339,533 | 0 | 505,214 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 67,223 | 908,416 | SH | SOLE | 867,638 | 0 | 40,778 | ||
| IDEX Corp. | COM | 45167R104 | 123,560 | 1,017,206 | SH | SOLE | 929,394 | 0 | 87,812 | ||
| Knowles Corporation | COM | 49926D109 | 105,286 | 6,894,975 | SH | SOLE | 6,299,652 | 0 | 595,323 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 47,844 | 1,036,708 | SH | SOLE | 955,543 | 0 | 81,165 | ||
| Murphy USA Inc. | COM | 626755102 | 199,529 | 2,891,724 | SH | SOLE | 2,679,895 | 0 | 211,829 | ||
| Newfield Exploration Co. | COM | 651290108 | 170,440 | 5,744,533 | SH | SOLE | 5,345,988 | 0 | 398,545 | ||
| Nordson Corp. | COM | 655663102 | 25,478 | 215,003 | SH | SOLE | 205,146 | 0 | 9,857 | ||
| OGE Energy Corp. | COM | 670837103 | 161,179 | 4,473,472 | SH | SOLE | 4,080,539 | 0 | 392,933 | ||
| Pentair plc | COM | G7S00T104 | 73,795 | 1,085,855 | SH | SOLE | 943,745 | 0 | 142,110 | ||
| Polaris Industries Inc. | COM | 731068102 | 217,604 | 2,079,750 | SH | SOLE | 1,931,529 | 0 | 148,221 | ||
| Sanderson Farms Inc. | COM | 800013104 | 65,494 | 405,484 | SH | SOLE | 387,394 | 0 | 18,090 | ||
| Tenneco Inc | COM | 880349105 | 63,307 | 1,043,464 | SH | SOLE | 999,456 | 0 | 44,008 | ||
| Thor Industries Inc | COM | 885160101 | 177,751 | 1,411,731 | SH | SOLE | 1,307,946 | 0 | 103,785 | ||
| Timken Co | COM | 887389104 | 211,075 | 4,347,573 | SH | SOLE | 4,034,232 | 0 | 313,341 | ||
| Trinity Industries Inc. | COM | 896522109 | 209,036 | 6,552,857 | SH | SOLE | 6,076,728 | 0 | 476,129 | ||
| Western Union Co. | COM | 959802109 | 143,667 | 7,482,662 | SH | SOLE | 6,860,170 | 0 | 622,492 | ||
| WestRock Co | COM | 96145D105 | 79,752 | 1,405,811 | SH | SOLE | 1,284,834 | 0 | 120,977 | ||