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 | 59,168 | 2,544,844 | SH | SOLE | 2,425,367 | 0 | 119,477 | ||
| Aegion Corp. | COM | 00770F104 | 51,933 | 2,266,825 | SH | SOLE | 2,144,302 | 0 | 122,523 | ||
| AGCO Corp. | COM | 001084102 | 138,041 | 2,128,617 | SH | SOLE | 1,958,702 | 0 | 169,915 | ||
| American Express Co. | COM | 025816109 | 2,780 | 29,804 | SH | SOLE | 29,804 | 0 | 0 | ||
| Brink's Co. | COM | 109696104 | 185,678 | 2,602,352 | SH | SOLE | 2,397,156 | 0 | 205,196 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 133,788 | 1,219,690 | SH | SOLE | 1,118,077 | 0 | 101,613 | ||
| Centene Corp. | COM | 15135B101 | 198,422 | 1,856,666 | SH | SOLE | 1,701,772 | 0 | 154,894 | ||
| Clean Harbors Inc. | COM | 184496107 | 198,498 | 4,066,741 | SH | SOLE | 3,745,458 | 0 | 321,283 | ||
| CommScope Holdings Company, In | COM | 20337X109 | 50,635 | 1,266,822 | SH | SOLE | 1,143,592 | 0 | 123,230 | ||
| Crane Co | COM | 224399105 | 23,864 | 257,324 | SH | SOLE | 241,292 | 0 | 16,032 | ||
| Darling Ingredients Inc. | COM | 237266101 | 235,657 | 13,621,800 | SH | SOLE | 12,535,965 | 0 | 1,085,835 | ||
| Diebold Nixdorf Incorporated | COM | 253651103 | 107,910 | 7,007,171 | SH | SOLE | 6,487,373 | 0 | 519,798 | ||
| Discover Financial Services | COM | 254709108 | 2,624 | 36,484 | SH | SOLE | 36,484 | 0 | 0 | ||
| Dycom Industries Inc | COM | 267475101 | 83,328 | 774,205 | SH | SOLE | 712,385 | 0 | 61,820 | ||
| Extended Stay America, Inc. | COM | 30224P200 | 157,808 | 7,982,204 | SH | SOLE | 7,343,888 | 0 | 638,316 | ||
| Federal Signal Corp | COM | 313855108 | 28,051 | 1,273,901 | SH | SOLE | 1,273,901 | 0 | 0 | ||
| Flowserve Corp. | COM | 34354P105 | 104,854 | 2,419,889 | SH | SOLE | 2,180,087 | 0 | 239,802 | ||
| Hanesbrands Inc. | COM | 410345102 | 94,428 | 5,126,371 | SH | SOLE | 4,607,143 | 0 | 519,228 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 66,455 | 763,848 | SH | SOLE | 728,296 | 0 | 35,552 | ||
| IDEX Corp. | COM | 45167R104 | 93,697 | 657,479 | SH | SOLE | 590,934 | 0 | 66,545 | ||
| Knowles Corporation | COM | 49926D109 | 82,945 | 6,588,168 | SH | SOLE | 5,921,538 | 0 | 666,630 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 34,465 | 838,569 | SH | SOLE | 768,243 | 0 | 70,326 | ||
| Murphy USA Inc. | COM | 626755102 | 165,541 | 2,273,918 | SH | SOLE | 2,087,634 | 0 | 186,284 | ||
| Newfield Exploration Co. | COM | 651290108 | 152,294 | 6,236,430 | SH | SOLE | 5,738,603 | 0 | 497,827 | ||
| Nordson Corp. | COM | 655663102 | 22,940 | 168,254 | SH | SOLE | 158,525 | 0 | 9,729 | ||
| OGE Energy Corp. | COM | 670837103 | 45,211 | 1,379,634 | SH | SOLE | 1,241,644 | 0 | 137,990 | ||
| Pentair plc | COM | G7S00T104 | 63,670 | 934,537 | SH | SOLE | 789,380 | 0 | 145,157 | ||
| Polaris Industries Inc. | COM | 731068102 | 188,088 | 1,642,405 | SH | SOLE | 1,510,814 | 0 | 131,591 | ||
| Sanderson Farms Inc. | COM | 800013104 | 38,672 | 324,924 | SH | SOLE | 308,741 | 0 | 16,183 | ||
| Tenneco Inc | COM | 880349105 | 57,733 | 1,052,186 | SH | SOLE | 1,005,287 | 0 | 46,899 | ||
| Thor Industries Inc. | COM | 885160101 | 128,674 | 1,117,251 | SH | SOLE | 1,026,768 | 0 | 90,483 | ||
| Timken Co. | COM | 887389104 | 179,057 | 3,926,681 | SH | SOLE | 3,608,522 | 0 | 318,159 | ||
| Trinity Industries Inc. | COM | 896522109 | 173,203 | 5,308,088 | SH | SOLE | 4,876,824 | 0 | 431,264 | ||
| Western Union Co. | COM | 959802109 | 128,193 | 6,666,295 | SH | SOLE | 6,029,405 | 0 | 636,890 | ||
| WestRock Co | COM | 96145D105 | 79,498 | 1,238,872 | SH | SOLE | 1,115,228 | 0 | 123,644 | ||