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 80,680 1,328,727 SH   SOLE   1,328,727 0 0
AGCO Corporation COM 001084102 1,091 17,960 SH   OTR   0 17,960 0
Adtalem Global Education COM 00737L103 1,290 26,817 SH   SOLE   26,817 0 0
Akamai Technologies COM 00971t101 85,897 1,172,970 SH   SOLE   1,127,470 0 45,500
Akamai Technologies COM 00971t101 1,349 18,421 SH   OTR   0 18,421 0
Arconic Inc COM 03965L100 79,169 4,654,266 SH   SOLE   4,543,066 0 111,200
Arconic Inc COM 03965L100 1,120 65,829 SH   OTR   0 65,829 0
BorgWarner COM 099724106 33,644 779,514 SH   SOLE   728,414 0 51,100
BorgWarner COM 099724106 532 12,324 SH   OTR   0 12,324 0
Bristol Myers Squibb COM 110122108 348 6,290 SH   SOLE   6,290 0 0
Brunswick Corp COM 117043109 322 5,000 SH   SOLE   5,000 0 0
Bunge Ltd. COM G16962105 103,884 1,490,224 SH   SOLE   1,451,024 0 39,200
Bunge Ltd. COM G16962105 1,529 21,928 SH   OTR   0 21,928 0
Cars.com COM 14575E105 111,089 3,912,950 SH   SOLE   3,809,450 0 103,500
Cars.com COM 14575E105 1,623 57,179 SH   OTR   0 57,179 0
Casella Waste Systems COM 147448104 1,876 73,258 SH   SOLE   73,258 0 0
Cincinnati Financial COM 172062101 62,548 935,502 SH   SOLE   935,502 0 0
Cincinnati Financial COM 172062101 917 13,710 SH   OTR   0 13,710 0
Clarus Corp COM 18270P109 914 110,844 SH   SOLE   110,844 0 0
Cooper Tire & Rubber COM 216831107 114,722 4,362,067 SH   SOLE   4,216,767 0 145,300
Cooper Tire & Rubber COM 216831107 1,655 62,918 SH   OTR   0 62,918 0
Copa Holdings COM P31076105 85,836 907,163 SH   SOLE   899,663 0 7,500
Copa Holdings COM P31076105 1,272 13,445 SH   OTR   0 13,445 0
Craft Brew Alliance COM 224122101 805 38,987 SH   SOLE   38,987 0 0
Cree, Inc. COM 225447101 93,222 2,242,525 SH   SOLE   2,189,225 0 53,300
Cree, Inc. COM 225447101 1,423 34,239 SH   OTR   0 34,239 0
Dean Foods Inc. COM 242370203 3,011 286,500 SH   SOLE   117,700 0 168,800
Domtar Corp. COM 257559203 118,522 2,482,649 SH   SOLE   2,415,349 0 67,300
Domtar Corp. COM 257559203 1,825 38,227 SH   OTR   0 38,227 0
Donaldson Inc COM 257651109 52,267 1,158,390 SH   SOLE   1,158,390 0 0
Donaldson Inc COM 257651109 798 17,687 SH   OTR   0 17,687 0
Entercom Communications COM 293639100 611 80,895 SH   SOLE   80,895 0 0
Eyenovia, Inc. COM 30234e104 313 49,649 SH   SOLE   49,649 0 0
FMC Corporation COM 302491303 44,547 499,352 SH   SOLE   482,352 0 17,000
FMC Corporation COM 302491303 758 8,497 SH   OTR   0 8,497 0
Fluidigm Corp COM 34385p108 238 40,000 SH   SOLE   40,000 0 0
Full House Resorts COM 359678109 743 223,232 SH   SOLE   223,232 0 0
General Electric COM 369604103 603 44,300 SH   SOLE   44,300 0 0
Genmark Diagnostics COM 372309104 336 52,658 SH   SOLE   52,658 0 0
Gentex Corp COM 371901109 105,014 4,561,838 SH   SOLE   4,433,215 0 128,623
Gentex Corp COM 371901109 1,553 67,465 SH   OTR   0 67,465 0
Gerdau S A Sponsored ADR COM 373737105 61,718 17,434,376 SH   SOLE   17,434,376 0 0
Gerdau S A Sponsored ADR COM 373737105 883 249,347 SH   OTR   0 249,347 0
Gilead Sciences COM 375558103 708 10,000 SH   SOLE   10,000 0 0
HMS Holdings Corp COM 40425J101 2,560 118,400 SH   SOLE   0 0 118,400
Harley Davidson Inc. COM 412822108 842 20,000 SH   SOLE   20,000 0 0
Hologic Inc. COM 436440101 2,254 56,700 SH   SOLE   4,100 0 52,600
Hormel Foods COM 440452100 150,002 4,031,217 SH   SOLE   4,031,217 0 0
Hormel Foods COM 440452100 2,339 62,862 SH   OTR   0 62,862 0
I.D. Systems COM 449489103 771 124,488 SH   SOLE   124,488 0 0
IBM COM 459200101 384 2,750 SH   SOLE   2,750 0 0
Interpublic Group COM 460690100 59,244 2,527,488 SH   SOLE   2,404,888 0 122,600
Interpublic Group COM 460690100 945 40,312 SH   OTR   0 40,312 0
Itron Inc. COM 465741106 49,263 820,363 SH   SOLE   820,363 0 0
Itron Inc. COM 465741106 769 12,799 SH   OTR   0 12,799 0
Jabil Inc COM 466313103 101,782 3,679,764 SH   SOLE   3,597,864 0 81,900
Jabil Inc COM 466313103 1,551 56,070 SH   OTR   0 56,070 0
Juniper Networks COM 48203R104 155,663 5,676,996 SH   SOLE   5,570,296 0 106,700
Juniper Networks COM 48203R104 2,334 85,135 SH   OTR   0 85,135 0
LKQ Corp COM 501889208 114,654 3,594,168 SH   SOLE   3,520,268 0 73,900
LKQ Corp COM 501889208 1,664 52,165 SH   OTR   0 52,165 0
Lear Corp COM 521865204 43,036 231,615 SH   SOLE   231,615 0 0
Lear Corp COM 521865204 735 3,954 SH   OTR   0 3,954 0
Legg Mason COM 524901105 254 7,300 SH   SOLE   7,300 0 0
Libbey Inc COM 529898108 1,920 236,125 SH   SOLE   236,125 0 0
Lindblad Expeditions COM 535219109 595 44,924 SH   SOLE   44,924 0 0
Lions Gate Entertainment Cl A COM 535919401 71,175 2,867,642 SH   SOLE   2,867,642 0 0
Lions Gate Entertainment Cl A COM 535919401 1,060 42,720 SH   OTR   0 42,720 0
Lions Gate Entertainment Cl B COM 535919500 68,912 2,937,446 SH   SOLE   2,819,337 0 118,109
Lions Gate Entertainment Cl B COM 535919500 1,039 44,298 SH   OTR   0 44,298 0
Mattel COM 577081102 179,968 10,960,283 SH   SOLE   10,703,783 0 256,500
Mattel COM 577081102 2,594 157,953 SH   OTR   0 157,953 0
McDermott Intl COM 580037703 193,118 9,827,895 SH   SOLE   9,631,223 0 196,672
McDermott Intl COM 580037703 2,874 146,261 SH   OTR   0 146,261 0
Meredith Corp COM 589433101 94,745 1,857,736 SH   SOLE   1,805,136 0 52,600
Meredith Corp COM 589433101 1,401 27,472 SH   OTR   0 27,472 0
Molson Coors Brewing COM 60871r209 92,283 1,356,298 SH   SOLE   1,319,398 0 36,900
Molson Coors Brewing COM 60871r209 1,360 19,987 SH   OTR   0 19,987 0
NeoGenomics COM 64049M209 3,646 278,132 SH   SOLE   278,132 0 0
New York Times COM 650111107 114,726 4,429,564 SH   SOLE   4,429,564 0 0
New York Times COM 650111107 1,876 72,426 SH   OTR   0 72,426 0
Northern Trust Corp COM 665859104 105,739 1,027,686 SH   SOLE   1,027,686 0 0
Northern Trust Corp COM 665859104 1,621 15,750 SH   OTR   0 15,750 0
Nuance Communications COM 67020y100 76,214 5,488,914 SH   SOLE   5,337,814 0 151,100
Nuance Communications COM 67020y100 1,116 80,385 SH   OTR   0 80,385 0
Office Depot Inc COM 676220106 83,278 32,657,872 SH   SOLE   31,641,872 0 1,016,000
Office Depot Inc COM 676220106 1,158 454,043 SH   OTR   0 454,043 0
Patterson Companies Inc COM 703395103 111,635 4,924,356 SH   SOLE   4,776,356 0 148,000
Patterson Companies Inc COM 703395103 1,581 69,720 SH   OTR   0 69,720 0
Qualcomm COM 747525103 387 6,890 SH   SOLE   6,890 0 0
Quanta Services COM 74762E102 264 7,900 SH   SOLE   7,900 0 0
Quest Diagnostics COM 74834L100 89,593 814,928 SH   SOLE   814,928 0 0
Quest Diagnostics COM 74834L100 1,285 11,687 SH   OTR   0 11,687 0
Raymond James Financial COM 754730109 80,294 898,645 SH   SOLE   898,645 0 0
Raymond James Financial COM 754730109 640 7,165 SH   OTR   0 7,165 0
S&W Seed Company COM 785135104 1,160 357,048 SH   SOLE   357,048 0 0
Scholastic COM 807066105 55,440 1,251,192 SH   SOLE   1,205,192 0 46,000
Scholastic COM 807066105 936 21,114 SH   OTR   0 21,114 0
SeaWorld Entertainment COM 81282V100 3,534 161,967 SH   SOLE   161,967 0 0
Stericycle COM 858912108 127,594 1,954,260 SH   SOLE   1,910,060 0 44,200
Stericycle COM 858912108 1,972 30,210 SH   OTR   0 30,210 0
TechnipFMC COM G87110105 90,172 2,840,973 SH   SOLE   2,840,973 0 0
TechnipFMC COM G87110105 1,378 43,422 SH   OTR   0 43,422 0
Tegna COM 87901J105 139,353 12,843,635 SH   SOLE   12,455,535 0 388,100
Tegna COM 87901J105 2,005 184,758 SH   OTR   0 184,758 0
Teradata Corp COM 88076W103 137,157 3,416,121 SH   SOLE   3,361,332 0 54,789
Teradata Corp COM 88076W103 1,962 48,862 SH   OTR   0 48,862 0
UniFirst Corp COM 904708104 865 4,892 SH   SOLE   4,892 0 0
Unilever PLC COM 904767704 254 4,600 SH   SOLE   4,600 0 0
Unisys Corporation COM 909214306 57,606 4,465,570 SH   SOLE   4,269,170 0 196,400
Unisys Corporation COM 909214306 828 64,218 SH   OTR   0 64,218 0
Varex Imaging Corp COM 92214X106 38,820 1,046,642 SH   SOLE   987,490 0 59,152
Varex Imaging Corp COM 92214X106 454 12,238 SH   OTR   0 12,238 0
Varian Medical Systems COM 92220p105 92,237 811,092 SH   SOLE   811,092 0 0
Varian Medical Systems COM 92220p105 1,457 12,811 SH   OTR   0 12,811 0
WPP PLC COM 92937A102 373 4,750 SH   SOLE   4,750 0 0
Wabtec Corp COM 929740108 434 4,400 SH   SOLE   4,400 0 0
Werner Enterprises COM 950755108 95,218 2,535,764 SH   SOLE   2,535,764 0 0
Werner Enterprises COM 950755108 1,501 39,968 SH   OTR   0 39,968 0
Whirlpool COM 963320106 97,064 663,773 SH   SOLE   645,223 0 18,550
Whirlpool COM 963320106 1,428 9,768 SH   OTR   0 9,768 0
iCAD Inc COM 44934S206 1,437 471,157 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 83 169,999 SH   SOLE   169,999 0 0