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
Estimated average burden
hours per response: 23.8
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 90,648 1,397,806 SH   SOLE   1,391,531 0 6,275
AGCO Corporation COM 001084102 1,202 18,542 SH   OTR   0 18,542 0
Adtalem Global Education COM 00737L103 60,296 1,268,053 SH   SOLE   1,268,053 0 0
Adtalem Global Education COM 00737L103 967 20,346 SH   OTR   0 20,346 0
Akamai Technologies COM 00971t101 162,218 2,285,399 SH   SOLE   2,211,899 0 73,500
Akamai Technologies COM 00971t101 2,301 32,413 SH   OTR   0 32,413 0
Arconic Inc COM 03965L100 98,432 4,272,237 SH   SOLE   4,272,237 0 0
Arconic Inc COM 03965L100 1,364 59,211 SH   OTR   0 59,211 0
BorgWarner COM 099724106 48,384 963,242 SH   SOLE   912,142 0 51,100
BorgWarner COM 099724106 634 12,625 SH   OTR   0 12,625 0
Bristol Myers Squibb COM 110122108 272 4,300 SH   SOLE   4,300 0 0
Brunswick Corp COM 117043109 297 5,000 SH   SOLE   5,000 0 0
Bunge Ltd. COM G16962105 107,227 1,450,192 SH   SOLE   1,420,392 0 29,800
Bunge Ltd. COM G16962105 1,525 20,627 SH   OTR   0 20,627 0
Cars.com COM 14575E105 111,943 3,951,405 SH   SOLE   3,847,905 0 103,500
Cars.com COM 14575E105 1,483 52,333 SH   OTR   0 52,333 0
Casella Waste Systems COM 147448104 1,713 73,258 SH   SOLE   73,258 0 0
Chicago Bridge & Iron COM 167250109 90,607 6,292,125 SH   SOLE   6,001,125 0 291,000
Chicago Bridge & Iron COM 167250109 1,143 79,360 SH   OTR   0 79,360 0
Cincinnati Financial COM 172062101 63,235 851,532 SH   SOLE   851,532 0 0
Cincinnati Financial COM 172062101 857 11,545 SH   OTR   0 11,545 0
Clarus Corp COM 18270P109 411 60,844 SH   SOLE   60,844 0 0
Consolidated Water COM G23773107 950 65,268 SH   SOLE   65,268 0 0
Cooper Tire & Rubber Co. COM 216831107 121,044 4,131,205 SH   SOLE   3,985,905 0 145,300
Cooper Tire & Rubber Co. COM 216831107 1,598 54,554 SH   OTR   0 54,554 0
Copa Holdings COM P31076105 116,862 908,516 SH   SOLE   901,016 0 7,500
Copa Holdings COM P31076105 1,674 13,011 SH   OTR   0 13,011 0
Craft Brew Alliance COM 224122101 725 38,987 SH   SOLE   38,987 0 0
Cree, Inc. COM 225447101 159,265 3,951,012 SH   SOLE   3,867,012 0 84,000
Cree, Inc. COM 225447101 2,142 53,147 SH   OTR   0 53,147 0
Dean Foods Inc. COM 242370203 2,482 287,900 SH   SOLE   119,100 0 168,800
Domtar Corp. COM 257559203 131,621 3,094,059 SH   SOLE   3,009,759 0 84,300
Domtar Corp. COM 257559203 1,811 42,580 SH   OTR   0 42,580 0
Donaldson Inc COM 257651109 52,795 1,171,917 SH   SOLE   1,171,917 0 0
Donaldson Inc COM 257651109 684 15,173 SH   OTR   0 15,173 0
Entercom Communications COM 293639100 781 80,895 SH   SOLE   80,895 0 0
FMC Corporation COM 302491303 89,567 1,169,740 SH   SOLE   1,152,740 0 17,000
FMC Corporation COM 302491303 1,287 16,811 SH   OTR   0 16,811 0
Full House Resorts COM 359678109 717 223,232 SH   SOLE   223,232 0 0
General Electric COM 369604103 613 45,500 SH   SOLE   45,500 0 0
Genmark Diagnostics COM 372309104 286 52,658 SH   SOLE   52,658 0 0
Gentex Corp COM 371901109 137,358 5,966,878 SH   SOLE   5,766,478 0 200,400
Gentex Corp COM 371901109 1,811 78,686 SH   OTR   0 78,686 0
Gerdau S A Sponsored ADR COM 373737105 85,409 18,328,040 SH   SOLE   18,328,040 0 0
Gerdau S A Sponsored ADR COM 373737105 1,198 256,979 SH   OTR   0 256,979 0
Global Brass & Copper COM 37953G103 234 7,000 SH   SOLE   7,000 0 0
HMS Holdings Corp COM 40425J101 2,651 157,400 SH   SOLE   0 0 157,400
Harley Davidson Inc. COM 412822108 429 10,000 SH   SOLE   10,000 0 0
Hologic Inc. COM 436440101 1,894 50,700 SH   SOLE   4,100 0 46,600
Hormel Foods COM 440452100 165,411 4,819,675 SH   SOLE   4,819,675 0 0
Hormel Foods COM 440452100 2,220 64,697 SH   OTR   0 64,697 0
I.D. Systems COM 449489103 459 73,740 SH   SOLE   73,740 0 0
IBM COM 459200101 276 1,800 SH   SOLE   1,800 0 0
Interpublic Group COM 460690100 76,846 3,336,785 SH   SOLE   3,214,185 0 122,600
Interpublic Group COM 460690100 1,076 46,701 SH   OTR   0 46,701 0
Itron Inc. COM 465741106 61,900 865,123 SH   SOLE   865,123 0 0
Itron Inc. COM 465741106 900 12,584 SH   OTR   0 12,584 0
Jabil Inc COM 466313103 123,426 4,296,077 SH   SOLE   4,221,577 0 74,500
Jabil Inc COM 466313103 1,656 57,624 SH   OTR   0 57,624 0
Juniper Networks COM 48203R104 155,061 6,373,257 SH   SOLE   6,266,557 0 106,700
Juniper Networks COM 48203R104 2,128 87,476 SH   OTR   0 87,476 0
LKQ Corp COM 501889208 114,882 3,027,189 SH   SOLE   3,027,189 0 0
LKQ Corp COM 501889208 1,604 42,279 SH   OTR   0 42,279 0
Lear Corp COM 521865204 75,748 407,053 SH   SOLE   407,053 0 0
Lear Corp COM 521865204 1,194 6,415 SH   OTR   0 6,415 0
Legg Mason COM 524901105 2,037 50,100 SH   SOLE   50,100 0 0
Libbey Inc COM 529898108 1,155 236,125 SH   SOLE   236,125 0 0
Lindblad Expeditions COM 535219109 461 44,924 SH   SOLE   44,924 0 0
Lions Gate Entertainment Cl A COM 535919401 74,643 2,889,775 SH   SOLE   2,889,775 0 0
Lions Gate Entertainment Cl A COM 535919401 1,020 39,499 SH   OTR   0 39,499 0
Lions Gate Entertainment Cl B COM 535919500 70,551 2,929,851 SH   SOLE   2,861,042 0 68,809
Lions Gate Entertainment Cl B COM 535919500 933 38,742 SH   OTR   0 38,742 0
Masonite Intl Corp COM 575385109 399 6,511 SH   SOLE   6,511 0 0
Mattel COM 577081102 154,828 11,773,960 SH   SOLE   11,502,460 0 271,500
Mattel COM 577081102 2,074 157,755 SH   OTR   0 157,755 0
McDermott Intl COM 580037703 100,566 16,513,296 SH   SOLE   16,246,596 0 266,700
McDermott Intl COM 580037703 1,375 225,757 SH   OTR   0 225,757 0
Meredith Corp COM 589433101 73,075 1,358,275 SH   SOLE   1,309,675 0 48,600
Meredith Corp COM 589433101 929 17,274 SH   OTR   0 17,274 0
Molson Coors Brewing COM 60871r209 241 3,200 SH   SOLE   3,200 0 0
NeoGenomics COM 64049M209 2,270 278,132 SH   SOLE   278,132 0 0
New York Times COM 650111107 150,623 6,249,928 SH   SOLE   6,249,928 0 0
New York Times COM 650111107 2,169 90,003 SH   OTR   0 90,003 0
Northern Trust Corp COM 665859104 116,870 1,133,234 SH   SOLE   1,133,234 0 0
Northern Trust Corp COM 665859104 1,672 16,215 SH   OTR   0 16,215 0
Nuance Communications COM 67020y100 91,767 5,826,502 SH   SOLE   5,704,902 0 121,600
Nuance Communications COM 67020y100 1,237 78,539 SH   OTR   0 78,539 0
Office Depot Inc COM 676220106 70,236 32,668,121 SH   SOLE   31,852,121 0 816,000
Office Depot Inc COM 676220106 919 427,529 SH   OTR   0 427,529 0
Patterson Companies Inc COM 703395103 105,298 4,736,774 SH   SOLE   4,588,774 0 148,000
Patterson Companies Inc COM 703395103 1,362 61,264 SH   OTR   0 61,264 0
Qualcomm COM 747525103 349 6,300 SH   SOLE   6,300 0 0
Quanta Services COM 74762E102 316 9,200 SH   SOLE   9,200 0 0
Quest Diagnostics COM 74834L100 88,953 886,866 SH   SOLE   886,866 0 0
Quest Diagnostics COM 74834L100 1,207 12,030 SH   OTR   0 12,030 0
R1 RCM Inc COM 749397105 1,987 278,336 SH   SOLE   278,336 0 0
Raymond James Financial COM 754730109 97,538 1,090,904 SH   SOLE   1,090,904 0 0
Raymond James Financial COM 754730109 766 8,567 SH   OTR   0 8,567 0
S&W Seed Company COM 785135104 1,285 357,048 SH   SOLE   357,048 0 0
Scholastic COM 807066105 58,348 1,502,260 SH   SOLE   1,456,260 0 46,000
Scholastic COM 807066105 847 21,799 SH   OTR   0 21,799 0
SeaWorld Entertainment COM 81282V100 2,402 161,967 SH   SOLE   161,967 0 0
Shaw Communications, Inc. COM 82028K200 5,465 283,770 SH   SOLE   283,770 0 0
Stericycle COM 858912108 140,580 2,401,842 SH   SOLE   2,361,142 0 40,700
Stericycle COM 858912108 1,946 33,253 SH   OTR   0 33,253 0
TechnipFMC COM G87110105 86,646 2,942,144 SH   SOLE   2,942,144 0 0
TechnipFMC COM G87110105 1,205 40,922 SH   OTR   0 40,922 0
Tegna COM 87901J105 140,136 12,303,448 SH   SOLE   11,952,848 0 350,600
Tegna COM 87901J105 1,925 168,967 SH   OTR   0 168,967 0
Teradata Corp COM 88076W103 156,948 3,956,330 SH   SOLE   3,901,541 0 54,789
Teradata Corp COM 88076W103 2,175 54,829 SH   OTR   0 54,829 0
UniFirst Corp COM 904708104 791 4,892 SH   SOLE   4,892 0 0
Unilever PLC COM 904767704 261 4,700 SH   SOLE   4,700 0 0
Unisys Corporation COM 909214306 54,534 5,072,890 SH   SOLE   4,844,490 0 228,400
Unisys Corporation COM 909214306 711 66,116 SH   OTR   0 66,116 0
VMware COM 928563402 255 2,100 SH   SOLE   2,100 0 0
Varex Imaging Corp COM 92214X106 37,345 1,043,750 SH   SOLE   984,598 0 59,152
Varex Imaging Corp COM 92214X106 449 12,562 SH   OTR   0 12,562 0
Varian Medical Systems COM 92220p105 122,027 994,920 SH   SOLE   994,920 0 0
Varian Medical Systems COM 92220p105 1,721 14,033 SH   OTR   0 14,033 0
WPP PLC COM 92937A102 370 4,650 SH   SOLE   4,650 0 0
Wabtec Corp COM 929740108 383 4,700 SH   SOLE   4,700 0 0
Werner Enterprises COM 950755108 104,239 2,855,850 SH   SOLE   2,855,850 0 0
Werner Enterprises COM 950755108 1,518 41,595 SH   OTR   0 41,595 0
Whirlpool COM 963320106 93,780 612,501 SH   SOLE   612,501 0 0
Whirlpool COM 963320106 1,279 8,356 SH   OTR   0 8,356 0
iCAD Inc COM 44934S206 1,451 471,157 SH   SOLE   471,157 0 0
JPMorgan Chase 6.1 PFD PFD 48127X542 264 10,000 SH   SOLE   10,000 0 0
WTS S&W Seed Company WT 785991035 112 169,999 SH   SOLE   169,999 0 0