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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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 75,890 1,248,393 SH   SOLE   1,212,023 0 36,370
AGCO Corporation COM 001084102 974 16,020 SH   OTR   0 16,020 0
Akamai Technologies COM 00971t101 66,400 907,730 SH   SOLE   877,360 0 30,370
Akamai Technologies COM 00971t101 828 11,314 SH   OTR   0 11,314 0
Arconic Inc COM 03965L100 41,283 1,875,656 SH   SOLE   1,772,066 0 103,590
Arconic Inc COM 03965L100 592 26,913 SH   OTR   0 26,913 0
BorgWarner COM 099724106 33,010 771,632 SH   SOLE   721,552 0 50,080
BorgWarner COM 099724106 401 9,374 SH   OTR   0 9,374 0
Bristol Myers Squibb COM 110122108 316 5,090 SH   SOLE   5,090 0 0
Brunswick Corp COM 117043109 335 5,000 SH   SOLE   5,000 0 0
Bunge Ltd. COM G16962105 100,520 1,462,960 SH   SOLE   1,402,230 0 60,730
Bunge Ltd. COM G16962105 1,261 18,353 SH   OTR   0 18,353 0
Cars.com COM 14575E105 96,886 3,509,103 SH   SOLE   3,392,783 0 116,320
Cars.com COM 14575E105 1,257 45,510 SH   OTR   0 45,510 0
Casella Waste Systems COM 147448104 2,275 73,258 SH   SOLE   73,258 0 0
Cincinnati Financial COM 172062101 68,381 890,257 SH   SOLE   851,317 0 38,940
Cincinnati Financial COM 172062101 807 10,508 SH   OTR   0 10,508 0
Clarus Corp COM 18270P109 1,225 110,844 SH   SOLE   110,844 0 0
Cooper Tire & Rubber COM 216831107 101,583 3,589,506 SH   SOLE   3,464,086 0 125,420
Cooper Tire & Rubber COM 216831107 1,346 47,575 SH   OTR   0 47,575 0
Copa Holdings COM P31076105 83,385 1,044,400 SH   SOLE   997,250 0 47,150
Copa Holdings COM P31076105 1,040 13,021 SH   OTR   0 13,021 0
Craft Brew Alliance COM 224122101 637 38,987 SH   SOLE   38,987 0 0
Cree, Inc. COM 225447101 62,530 1,651,187 SH   SOLE   1,577,097 0 74,090
Cree, Inc. COM 225447101 836 22,067 SH   OTR   0 22,067 0
Dean Foods Inc. COM 242370203 1,355 190,800 SH   SOLE   190,800 0 0
Domtar Corp. COM 257559203 88,758 1,701,316 SH   SOLE   1,643,166 0 58,150
Domtar Corp. COM 257559203 1,203 23,051 SH   OTR   0 23,051 0
Donaldson Inc COM 257651109 56,158 963,925 SH   SOLE   918,785 0 45,140
Donaldson Inc COM 257651109 730 12,523 SH   OTR   0 12,523 0
Entercom Communications COM 293639100 639 80,895 SH   SOLE   80,895 0 0
Eyenovia, Inc. COM 30234e104 480 119,526 SH   SOLE   119,526 0 0
FMC Corporation COM 302491303 32,742 375,570 SH   SOLE   354,250 0 21,320
FMC Corporation COM 302491303 456 5,230 SH   OTR   0 5,230 0
Fluidigm Corp COM 34385p108 300 40,000 SH   SOLE   40,000 0 0
Full House Resorts COM 359678109 643 223,232 SH   SOLE   223,232 0 0
General Electric COM 369604103 548 48,500 SH   SOLE   48,500 0 0
Genmark Diagnostics COM 372309104 387 52,658 SH   SOLE   52,658 0 0
Gentex Corp COM 371901109 84,884 3,955,442 SH   SOLE   3,858,742 0 96,700
Gentex Corp COM 371901109 1,104 51,454 SH   OTR   0 51,454 0
Gerdau S A Sponsored ADR COM 373737105 57,838 13,738,234 SH   SOLE   13,368,234 0 370,000
Gerdau S A Sponsored ADR COM 373737105 793 188,258 SH   OTR   0 188,258 0
Gilead Sciences COM 375558103 772 10,000 SH   SOLE   10,000 0 0
Harley Davidson Inc. COM 412822108 906 20,000 SH   SOLE   20,000 0 0
Hormel Foods COM 440452100 118,933 3,018,603 SH   SOLE   2,941,743 0 76,860
Hormel Foods COM 440452100 1,562 39,637 SH   OTR   0 39,637 0
I.D. Systems COM 449489103 865 124,488 SH   SOLE   124,488 0 0
IBM COM 459200101 370 2,450 SH   SOLE   2,450 0 0
Interpublic Group COM 460690100 38,257 1,672,790 SH   SOLE   1,607,910 0 64,880
Interpublic Group COM 460690100 554 24,223 SH   OTR   0 24,223 0
Itron Inc. COM 465741106 43,430 676,487 SH   SOLE   676,487 0 0
Itron Inc. COM 465741106 628 9,776 SH   OTR   0 9,776 0
Jabil Inc COM 466313103 93,812 3,464,266 SH   SOLE   3,322,846 0 141,420
Jabil Inc COM 466313103 1,242 45,859 SH   OTR   0 45,859 0
Juniper Networks COM 48203R104 154,746 5,163,353 SH   SOLE   5,022,423 0 140,930
Juniper Networks COM 48203R104 2,025 67,582 SH   OTR   0 67,582 0
LKQ Corp COM 501889208 98,303 3,103,968 SH   SOLE   2,989,138 0 114,830
LKQ Corp COM 501889208 1,238 39,096 SH   OTR   0 39,096 0
Lear Corp COM 521865204 34,539 238,202 SH   SOLE   229,332 0 8,870
Lear Corp COM 521865204 441 3,042 SH   OTR   0 3,042 0
Libbey Inc COM 529898108 2,285 261,125 SH   SOLE   261,125 0 0
Lindblad Expeditions COM 535219109 668 44,924 SH   SOLE   44,924 0 0
Lions Gate Entertainment Cl A COM 535919401 64,423 2,641,349 SH   SOLE   2,641,349 0 0
Lions Gate Entertainment Cl A COM 535919401 851 34,910 SH   OTR   0 34,910 0
Lions Gate Entertainment Cl B COM 535919500 66,254 2,843,519 SH   SOLE   2,698,329 0 145,190
Lions Gate Entertainment Cl B COM 535919500 838 35,980 SH   OTR   0 35,980 0
ManpowerGroup COM 56418h100 43,598 507,189 SH   SOLE   464,379 0 42,810
ManpowerGroup COM 56418h100 515 5,993 SH   OTR   0 5,993 0
Mattel COM 577081102 129,309 8,236,224 SH   SOLE   7,968,474 0 267,750
Mattel COM 577081102 1,801 114,719 SH   OTR   0 114,719 0
McDermott Intl COM 580037703 153,789 8,344,496 SH   SOLE   8,100,656 0 243,840
McDermott Intl COM 580037703 2,129 115,543 SH   OTR   0 115,543 0
Meredith Corp COM 589433101 97,199 1,903,989 SH   SOLE   1,819,819 0 84,170
Meredith Corp COM 589433101 1,211 23,729 SH   OTR   0 23,729 0
Molson Coors Brewing COM 60871r209 89,380 1,453,334 SH   SOLE   1,381,234 0 72,100
Molson Coors Brewing COM 60871r209 1,088 17,696 SH   OTR   0 17,696 0
NeoGenomics COM 64049M209 4,269 278,132 SH   SOLE   278,132 0 0
New York Times COM 650111107 102,030 4,407,354 SH   SOLE   4,281,664 0 125,690
New York Times COM 650111107 1,287 55,615 SH   OTR   0 55,615 0
Nielsen Holdings COM G6518L108 277 10,000 SH   SOLE   10,000 0 0
Northern Trust Corp COM 665859104 100,341 982,483 SH   SOLE   947,173 0 35,310
Northern Trust Corp COM 665859104 1,273 12,464 SH   OTR   0 12,464 0
Nuance Communications COM 67020y100 79,424 4,585,693 SH   SOLE   4,451,633 0 134,060
Nuance Communications COM 67020y100 1,067 61,612 SH   OTR   0 61,612 0
Office Depot Inc COM 676220106 89,372 27,841,751 SH   SOLE   27,005,546 0 836,205
Office Depot Inc COM 676220106 1,110 345,857 SH   OTR   0 345,857 0
Owens Corning COM 690742101 60,255 1,110,290 SH   SOLE   1,042,560 0 67,730
Owens Corning COM 690742101 753 13,868 SH   OTR   0 13,868 0
Patterson Companies Inc COM 703395103 88,946 3,637,877 SH   SOLE   3,524,687 0 113,190
Patterson Companies Inc COM 703395103 1,288 52,665 SH   OTR   0 52,665 0
Qualcomm COM 747525103 424 5,890 SH   SOLE   5,890 0 0
Quest Diagnostics COM 74834L100 83,009 769,243 SH   SOLE   739,353 0 29,890
Quest Diagnostics COM 74834L100 1,015 9,403 SH   OTR   0 9,403 0
Raymond James Financial COM 754730109 82,718 898,617 SH   SOLE   870,327 0 28,290
Raymond James Financial COM 754730109 642 6,970 SH   OTR   0 6,970 0
S&W Seed Company COM 785135104 875 357,048 SH   SOLE   357,048 0 0
Scholastic COM 807066105 52,687 1,128,444 SH   SOLE   1,128,444 0 0
Scholastic COM 807066105 731 15,664 SH   OTR   0 15,664 0
SeaWorld Entertainment COM 81282V100 5,091 161,967 SH   SOLE   161,967 0 0
Smith & Nephew COM 83175M205 4,236 114,200 SH   SOLE   66,300 0 47,900
Stericycle COM 858912108 103,185 1,758,443 SH   SOLE   1,689,123 0 69,320
Stericycle COM 858912108 1,338 22,796 SH   OTR   0 22,796 0
TechnipFMC COM G87110105 61,096 1,955,077 SH   SOLE   1,831,417 0 123,660
TechnipFMC COM G87110105 878 28,083 SH   OTR   0 28,083 0
Tegna COM 87901J105 152,572 12,756,827 SH   SOLE   12,440,092 0 316,735
Tegna COM 87901J105 1,950 163,060 SH   OTR   0 163,060 0
Teradata Corp COM 88076W103 115,566 3,064,589 SH   SOLE   2,953,429 0 111,160
Teradata Corp COM 88076W103 1,420 37,663 SH   OTR   0 37,663 0
UniFirst Corp COM 904708104 849 4,892 SH   SOLE   4,892 0 0
Unilever PLC COM 904767704 247 4,500 SH   SOLE   4,500 0 0
Unisys Corporation COM 909214306 52,127 2,555,225 SH   SOLE   2,555,225 0 0
Unisys Corporation COM 909214306 783 38,368 SH   OTR   0 38,368 0
Varex Imaging Corp COM 92214X106 27,089 945,170 SH   SOLE   854,690 0 90,480
Varex Imaging Corp COM 92214X106 333 11,630 SH   OTR   0 11,630 0
Varian Medical Systems COM 92220p105 90,893 812,054 SH   SOLE   780,354 0 31,700
Varian Medical Systems COM 92220p105 1,138 10,164 SH   OTR   0 10,164 0
WPP PLC COM 92937A102 231 3,150 SH   SOLE   3,150 0 0
Wabtec Corp COM 929740108 19,885 189,594 SH   SOLE   177,994 0 11,600
Wabtec Corp COM 929740108 204 1,949 SH   OTR   0 1,949 0
Werner Enterprises COM 950755108 87,192 2,466,537 SH   SOLE   2,366,937 0 99,600
Werner Enterprises COM 950755108 1,129 31,925 SH   OTR   0 31,925 0
Whirlpool COM 963320106 84,715 713,389 SH   SOLE   684,669 0 28,720
Whirlpool COM 963320106 1,084 9,127 SH   OTR   0 9,127 0
iCAD Inc COM 44934S206 1,371 471,157 SH   SOLE   471,157 0 0
JPMorgan Chase 6.1 PFD PFD 48127X542 258 10,000 SH   SOLE   10,000 0 0
WTS S&W Seed Company WT 785991035 32 169,999 SH   SOLE   169,999 0 0