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
Actuant Corp COM 00508X203 64,281 2,540,747 SH   SOLE   2,421,728 0 119,019
Aegion Corp. COM 00770F104 42,141 1,657,135 SH   SOLE   1,540,789 0 116,346
AGCO Corp. COM 001084102 162,320 2,272,431 SH   SOLE   2,104,654 0 167,777
American Express Co. COM 025816109 2,738 27,568 SH   SOLE   27,568 0 0
Brink's Co. COM 109696104 130,740 1,661,242 SH   SOLE   1,556,552 0 104,690
Broadridge Financial Solutions, Inc. COM 11133T103 141,026 1,556,917 SH   SOLE   1,440,682 0 116,235
Centene Corp. COM 15135B101 207,532 2,057,220 SH   SOLE   1,898,713 0 158,507
Clean Harbors Inc. COM 184496107 223,983 4,132,520 SH   SOLE   3,832,853 0 299,667
CommScope Holdings Company, Inc. COM 20337X109 50,426 1,332,975 SH   SOLE   1,214,370 0 118,605
Crane Co COM 224399105 23,718 265,835 SH   SOLE   249,622 0 16,213
Darling Ingredients Inc. COM 237266101 267,498 14,754,441 SH   SOLE   13,673,891 0 1,080,550
Diebold Nixdorf Incorporated COM 253651103 114,037 6,974,759 SH   SOLE   6,477,919 0 496,840
Discover Financial Services COM 254709108 2,722 35,387 SH   SOLE   35,387 0 0
Dycom Industries Inc COM 267475101 89,855 806,384 SH   SOLE   746,191 0 60,193
Extended Stay America, Inc. COM 30224P200 125,062 6,582,207 SH   SOLE   6,059,843 0 522,364
Federal Signal Corp COM 313855108 28,809 1,433,985 SH   SOLE   1,433,985 0 0
Flowserve Corp. COM 34354P105 106,373 2,524,877 SH   SOLE   2,296,116 0 228,761
Hanesbrands Inc. COM 410345102 117,113 5,600,805 SH   SOLE   5,112,150 0 488,655
Hill-Rom Holdings Inc. COM 431475102 69,793 828,006 SH   SOLE   790,283 0 37,723
IDEX Corp. COM 45167R104 113,929 863,295 SH   SOLE   784,141 0 79,154
Knowles Corporation COM 49926D109 93,384 6,370,004 SH   SOLE   5,789,325 0 580,679
Koppers Holdings Inc. COM 50060P106 39,532 776,653 SH   SOLE   714,229 0 62,424
Murphy USA Inc. COM 626755102 207,934 2,587,529 SH   SOLE   2,391,436 0 196,093
Newfield Exploration Co. COM 651290108 170,904 5,420,350 SH   SOLE   5,028,355 0 391,995
Nordson Corp. COM 655663102 28,928 197,598 SH   SOLE   187,758 0 9,840
OGE Energy Corp. COM 670837103 79,459 2,414,431 SH   SOLE   2,185,028 0 229,403
Pentair plc COM G7S00T104 71,726 1,015,659 SH   SOLE   876,207 0 139,452
Polaris Industries Inc. COM 731068102 206,706 1,667,122 SH   SOLE   1,543,843 0 123,279
Russell 2000 Index Fund COM 464287655 5,082 33,334 SH   SOLE   33,177 0 157
S&P Midcap 400 Dep Rec Spdrs COM 78467Y107 4,115 11,914 SH   SOLE   10,203 0 1,711
Sanderson Farms Inc. COM 800013104 52,787 380,363 SH   SOLE   361,749 0 18,614
Tenneco Inc COM 880349105 62,791 1,072,619 SH   SOLE   1,025,193 0 47,426
Thor Industries Inc. COM 885160101 175,721 1,165,874 SH   SOLE   1,077,918 0 87,956
Timken Co. COM 887389104 205,794 4,187,069 SH   SOLE   3,877,815 0 309,254
Trinity Industries Inc. COM 896522109 220,692 5,891,408 SH   SOLE   5,442,109 0 449,299
Western Union Co. COM 959802109 133,171 7,005,330 SH   SOLE   6,392,685 0 612,645
WestRock Co COM 96145D105 82,644 1,307,458 SH   SOLE   1,188,463 0 118,995