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 | 26,266 | 1,251,381 | SH | SOLE | 1,172,709 | 0 | 78,672 | ||
| Aegion Corp. | COM | 00770F104 | 23,923 | 1,465,855 | SH | SOLE | 1,375,243 | 0 | 90,612 | ||
| AGCO Corp. | COM | 001084102 | 55,792 | 1,002,194 | SH | SOLE | 869,357 | 0 | 132,837 | ||
| Belden Inc | COM | 077454106 | 17,849 | 427,322 | SH | SOLE | 402,367 | 0 | 24,955 | ||
| Brink's Co. | COM | 109696104 | 99,167 | 1,533,901 | SH | SOLE | 1,324,744 | 0 | 209,157 | ||
| Broadridge Financial Solutions, Inc. | COM | 11133T103 | 38,210 | 396,983 | SH | SOLE | 337,871 | 0 | 59,112 | ||
| Centene Corp. | COM | 15135B101 | 48,281 | 418,744 | SH | SOLE | 339,495 | 0 | 79,249 | ||
| Clean Harbors Inc. | COM | 184496107 | 71,782 | 1,454,540 | SH | SOLE | 1,251,998 | 0 | 202,542 | ||
| Crane Co | COM | 224399105 | 18,981 | 262,971 | SH | SOLE | 238,087 | 0 | 24,884 | ||
| Darling Ingredients Inc. | COM | 237266101 | 96,182 | 4,999,072 | SH | SOLE | 4,302,145 | 0 | 696,927 | ||
| Diebold Nixdorf Incorporated | COM | 253651103 | 5,036 | 2,022,424 | SH | SOLE | 1,668,511 | 0 | 353,913 | ||
| Discover Financial Services | COM | 254709108 | 2,310 | 39,166 | SH | SOLE | 39,166 | 0 | 0 | ||
| Dycom Industries Inc | COM | 267475101 | 71,584 | 1,324,643 | SH | SOLE | 1,155,838 | 0 | 168,805 | ||
| Extended Stay America, Inc. | COM | 30224P200 | 69,050 | 4,454,857 | SH | SOLE | 3,855,261 | 0 | 599,596 | ||
| Federal Signal Corp | COM | 313855108 | 11,420 | 573,867 | SH | SOLE | 573,867 | 0 | 0 | ||
| Flowserve Corp. | COM | 34354P105 | 22,428 | 589,903 | SH | SOLE | 470,648 | 0 | 119,255 | ||
| Hanesbrands Inc. | COM | 410345102 | 37,321 | 2,978,540 | SH | SOLE | 2,415,408 | 0 | 563,132 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 27,956 | 315,710 | SH | SOLE | 296,429 | 0 | 19,281 | ||
| IDEX Corp. | COM | 45167R104 | 35,360 | 280,056 | SH | SOLE | 225,898 | 0 | 54,158 | ||
| Knowles Corporation | COM | 49926D109 | 36,158 | 2,716,611 | SH | SOLE | 2,192,188 | 0 | 524,423 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 34,278 | 2,011,645 | SH | SOLE | 1,901,966 | 0 | 109,679 | ||
| Murphy USA Inc. | COM | 626755102 | 48,732 | 635,852 | SH | SOLE | 543,078 | 0 | 92,774 | ||
| Newfield Exploration Co. | COM | 651290108 | 55,812 | 3,807,071 | SH | SOLE | 3,334,854 | 0 | 472,217 | ||
| Polaris Industries Inc. | COM | 731068102 | 43,801 | 571,218 | SH | SOLE | 486,467 | 0 | 84,751 | ||
| Russell 2000 Index Fund | COM | 464287655 | 2,463 | 18,394 | SH | SOLE | 18,394 | 0 | 0 | ||
| S&P Midcap 400 Dep Rec Spdrs | COM | 78467Y107 | 15,125 | 49,971 | SH | SOLE | 18,483 | 0 | 31,488 | ||
| Sanderson Farms Inc. | COM | 800013104 | 28,072 | 282,732 | SH | SOLE | 265,385 | 0 | 17,347 | ||
| Stepan Co | COM | 858586100 | 12,701 | 171,629 | SH | SOLE | 161,625 | 0 | 10,004 | ||
| Thor Industries Inc. | COM | 885160101 | 58,149 | 1,118,258 | SH | SOLE | 965,864 | 0 | 152,394 | ||
| Timken Co. | COM | 887389104 | 87,565 | 2,346,328 | SH | SOLE | 2,025,535 | 0 | 320,793 | ||
| Travelport Worldwide Limited | COM | G9019D104 | 16,059 | 1,028,097 | SH | SOLE | 960,064 | 0 | 68,033 | ||
| Trinity Industries Inc. | COM | 896522109 | 56,334 | 2,735,997 | SH | SOLE | 2,346,336 | 0 | 389,661 | ||
| Watsco Inc | COM | 942622200 | 3,575 | 25,692 | SH | SOLE | 21,395 | 0 | 4,297 | ||
| Western Union Co. | COM | 959802109 | 49,638 | 2,909,620 | SH | SOLE | 2,377,448 | 0 | 532,172 | ||
| WestRock Co | COM | 96145D105 | 36,148 | 957,307 | SH | SOLE | 775,907 | 0 | 181,400 | ||