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 64,539 1,159,312 SH   SOLE   1,121,942 0 37,370
AGCO Corporation COM 001084102 828 14,871 SH   OTR   0 14,871 0
Agilent Technologies Inc COM 00846u101 216 3,200 SH   SOLE   3,200 0 0
Akamai Technologies COM 00971t101 55,240 904,386 SH   SOLE   862,516 0 41,870
Akamai Technologies COM 00971t101 653 10,699 SH   OTR   0 10,699 0
Aptinyx Inc COM 03836n103 397 24,000 SH   SOLE   24,000 0 0
Arconic Inc COM 03965L100 18,679 1,107,869 SH   SOLE   1,004,279 0 103,590
Arconic Inc COM 03965L100 209 12,406 SH   OTR   0 12,406 0
BorgWarner COM 099724106 17,884 514,803 SH   SOLE   464,723 0 50,080
BorgWarner COM 099724106 265 7,638 SH   OTR   0 7,638 0
Bristol Myers Squibb COM 110122108 317 6,090 SH   SOLE   6,090 0 0
Brunswick Corp COM 117043109 697 15,000 SH   SOLE   15,000 0 0
Bunge Ltd. COM G16962105 81,311 1,521,533 SH   SOLE   1,459,703 0 61,830
Bunge Ltd. COM G16962105 879 16,440 SH   OTR   0 16,440 0
Cars.com COM 14575E105 73,163 3,402,918 SH   SOLE   3,281,598 0 121,320
Cars.com COM 14575E105 884 41,115 SH   OTR   0 41,115 0
Casella Waste Systems COM 147448104 2,087 73,258 SH   SOLE   73,258 0 0
Cincinnati Financial COM 172062101 66,173 854,722 SH   SOLE   815,782 0 38,940
Cincinnati Financial COM 172062101 769 9,932 SH   OTR   0 9,932 0
Clarus Corp COM 18270P109 1,122 110,844 SH   SOLE   110,844 0 0
Cooper Tire & Rubber COM 216831107 65,134 2,014,650 SH   SOLE   1,925,730 0 88,920
Cooper Tire & Rubber COM 216831107 818 25,306 SH   OTR   0 25,306 0
Copa Holdings COM P31076105 75,581 960,244 SH   SOLE   917,094 0 43,150
Copa Holdings COM P31076105 889 11,296 SH   OTR   0 11,296 0
Craft Brew Alliance COM 224122101 558 38,987 SH   SOLE   38,987 0 0
Cree, Inc. COM 225447101 67,332 1,574,092 SH   SOLE   1,500,002 0 74,090
Cree, Inc. COM 225447101 825 19,290 SH   OTR   0 19,290 0
Dean Foods Inc. COM 242370203 256 67,300 SH   SOLE   67,300 0 0
Domtar Corp. COM 257559203 63,632 1,811,340 SH   SOLE   1,740,490 0 70,850
Domtar Corp. COM 257559203 747 21,264 SH   OTR   0 21,264 0
Donaldson Inc COM 257651109 40,681 937,556 SH   SOLE   900,416 0 37,140
Donaldson Inc COM 257651109 448 10,319 SH   OTR   0 10,319 0
Entercom Communications COM 293639100 462 80,895 SH   SOLE   80,895 0 0
EssilorLuxottica Societe Anony COM 297284200 474 7,500 SH   SOLE   7,500 0 0
Exicure COM 30205m101 135 38,000 SH   SOLE   38,000 0 0
Eyenovia, Inc. COM 30234e104 512 179,526 SH   SOLE   179,526 0 0
FMC Corporation COM 302491303 24,466 330,797 SH   SOLE   309,477 0 21,320
FMC Corporation COM 302491303 320 4,333 SH   OTR   0 4,333 0
Fluidigm Corp COM 34385p108 560 65,000 SH   SOLE   65,000 0 0
Full House Resorts COM 359678109 451 223,232 SH   SOLE   223,232 0 0
General Electric COM 369604103 400 52,900 SH   SOLE   52,900 0 0
Gentex Corp COM 371901109 66,070 3,269,171 SH   SOLE   3,172,471 0 96,700
Gentex Corp COM 371901109 866 42,850 SH   OTR   0 42,850 0
Gerdau S A Sponsored ADR COM 373737105 36,213 9,631,075 SH   SOLE   9,261,075 0 370,000
Gerdau S A Sponsored ADR COM 373737105 475 126,215 SH   OTR   0 126,215 0
Gilead Sciences COM 375558103 938 15,000 SH   SOLE   15,000 0 0
Hormel Foods COM 440452100 53,046 1,242,869 SH   SOLE   1,181,609 0 61,260
Hormel Foods COM 440452100 644 15,093 SH   OTR   0 15,093 0
I.D. Systems COM 449489103 836 149,488 SH   SOLE   149,488 0 0
IBM COM 459200101 381 3,350 SH   SOLE   3,350 0 0
Interpublic Group COM 460690100 6,848 331,954 SH   SOLE   283,074 0 48,880
Interpublic Group COM 460690100 136 6,580 SH   OTR   0 6,580 0
Itron Inc. COM 465741106 30,926 653,961 SH   SOLE   629,861 0 24,100
Itron Inc. COM 465741106 381 8,063 SH   OTR   0 8,063 0
Jabil Inc COM 466313103 79,266 3,197,514 SH   SOLE   3,051,094 0 146,420
Jabil Inc COM 466313103 1,001 40,372 SH   OTR   0 40,372 0
Juniper Networks COM 48203R104 97,146 3,610,024 SH   SOLE   3,469,094 0 140,930
Juniper Networks COM 48203R104 1,254 46,606 SH   OTR   0 46,606 0
Kindred Biosciences Inc. COM 494577109 109 10,000 SH   SOLE   10,000 0 0
LKQ Corp COM 501889208 77,293 3,257,202 SH   SOLE   3,124,872 0 132,330
LKQ Corp COM 501889208 815 34,363 SH   OTR   0 34,363 0
Lear Corp COM 521865204 32,952 268,209 SH   SOLE   258,439 0 9,770
Lear Corp COM 521865204 406 3,301 SH   OTR   0 3,301 0
Libbey Inc COM 529898108 1,207 311,193 SH   SOLE   311,193 0 0
Lindblad Expeditions COM 535219109 605 44,924 SH   SOLE   44,924 0 0
Lions Gate Entertainment Cl A COM 535919401 44,883 2,787,786 SH   SOLE   2,787,786 0 0
Lions Gate Entertainment Cl A COM 535919401 498 30,955 SH   OTR   0 30,955 0
Lions Gate Entertainment Cl B COM 535919500 42,844 2,879,320 SH   SOLE   2,671,130 0 208,190
Lions Gate Entertainment Cl B COM 535919500 423 28,408 SH   OTR   0 28,408 0
Magna International COM 559222401 2,972 65,400 SH   SOLE   65,400 0 0
ManpowerGroup COM 56418h100 39,341 607,116 SH   SOLE   563,306 0 43,810
ManpowerGroup COM 56418h100 416 6,413 SH   OTR   0 6,413 0
Marrone Bio Innovations COM 57165B106 194 132,240 SH   SOLE   132,240 0 0
Mattel COM 577081102 82,094 8,217,649 SH   SOLE   7,941,699 0 275,950
Mattel COM 577081102 842 84,263 SH   OTR   0 84,263 0
McDermott Intl COM 580037703 60,444 9,242,227 SH   SOLE   8,871,787 0 370,440
McDermott Intl COM 580037703 638 97,601 SH   OTR   0 97,601 0
Meredith Corp COM 589433101 94,010 1,809,971 SH   SOLE   1,743,801 0 66,170
Meredith Corp COM 589433101 1,115 21,468 SH   OTR   0 21,468 0
Molson Coors Brewing COM 60871r209 91,271 1,625,193 SH   SOLE   1,553,093 0 72,100
Molson Coors Brewing COM 60871r209 1,076 19,158 SH   OTR   0 19,158 0
NeoGenomics COM 64049M209 2,658 210,807 SH   SOLE   210,807 0 0
New York Times COM 650111107 81,652 3,663,167 SH   SOLE   3,557,477 0 105,690
New York Times COM 650111107 975 43,742 SH   OTR   0 43,742 0
Nielsen Holdings COM G6518L108 467 20,000 SH   SOLE   20,000 0 0
Northern Trust Corp COM 665859104 82,165 982,953 SH   SOLE   939,643 0 43,310
Northern Trust Corp COM 665859104 977 11,683 SH   OTR   0 11,683 0
Nuance Communications COM 67020y100 57,567 4,351,227 SH   SOLE   4,211,667 0 139,560
Nuance Communications COM 67020y100 665 50,268 SH   OTR   0 50,268 0
Office Depot Inc COM 676220106 70,631 27,376,298 SH   SOLE   26,540,093 0 836,205
Office Depot Inc COM 676220106 775 300,403 SH   OTR   0 300,403 0
Ovid Therapeutics COM 690469101 99 41,000 SH   SOLE   41,000 0 0
Owens Corning COM 690742101 55,766 1,267,979 SH   SOLE   1,197,249 0 70,730
Owens Corning COM 690742101 592 13,460 SH   OTR   0 13,460 0
Patterson Companies Inc COM 703395103 59,854 3,044,458 SH   SOLE   2,923,968 0 120,490
Patterson Companies Inc COM 703395103 611 31,100 SH   OTR   0 31,100 0
Qualcomm COM 747525103 307 5,390 SH   SOLE   5,390 0 0
Quest Diagnostics COM 74834L100 73,718 885,285 SH   SOLE   848,795 0 36,490
Quest Diagnostics COM 74834L100 845 10,151 SH   OTR   0 10,151 0
Raymond James Financial COM 754730109 64,859 871,639 SH   SOLE   832,849 0 38,790
Raymond James Financial COM 754730109 503 6,760 SH   OTR   0 6,760 0
S&P 400 Mid Cap COM 78467Y107 18 59 SH   SOLE   59 0 0
S&P 400 Mid Cap COM 78467Y107 393 1,297 SH   OTR   0 1,297 0
S&W Seed Company COM 785135104 646 357,048 SH   SOLE   357,048 0 0
Scholastic COM 807066105 43,675 1,084,828 SH   SOLE   1,084,828 0 0
Scholastic COM 807066105 586 14,557 SH   OTR   0 14,557 0
SeaWorld Entertainment COM 81282V100 3,578 161,967 SH   SOLE   161,967 0 0
Smith & Nephew COM 83175M205 8,091 216,460 SH   SOLE   162,460 0 54,000
Stericycle COM 858912108 56,451 1,538,583 SH   SOLE   1,468,263 0 70,320
Stericycle COM 858912108 594 16,199 SH   OTR   0 16,199 0
TechnipFMC COM G87110105 25,158 1,284,906 SH   SOLE   1,158,246 0 126,660
TechnipFMC COM G87110105 197 10,086 SH   OTR   0 10,086 0
Tegna COM 87901J105 119,776 11,018,910 SH   SOLE   10,722,175 0 296,735
Tegna COM 87901J105 1,405 129,216 SH   OTR   0 129,216 0
Teradata Corp COM 88076W103 95,243 2,482,860 SH   SOLE   2,368,700 0 114,160
Teradata Corp COM 88076W103 1,301 33,907 SH   OTR   0 33,907 0
UniFirst Corp COM 904708104 700 4,892 SH   SOLE   4,892 0 0
Unisys Corporation COM 909214306 23,272 2,001,016 SH   SOLE   2,001,016 0 0
Unisys Corporation COM 909214306 285 24,518 SH   OTR   0 24,518 0
Varex Imaging Corp COM 92214X106 22,193 937,214 SH   SOLE   846,734 0 90,480
Varex Imaging Corp COM 92214X106 227 9,568 SH   OTR   0 9,568 0
Varian Medical Systems COM 92220p105 70,218 619,702 SH   SOLE   592,802 0 26,900
Varian Medical Systems COM 92220p105 881 7,777 SH   OTR   0 7,777 0
Wabtec Corp COM 929740108 45,451 646,994 SH   SOLE   619,294 0 27,700
Wabtec Corp COM 929740108 504 7,178 SH   OTR   0 7,178 0
Werner Enterprises COM 950755108 73,653 2,493,336 SH   SOLE   2,391,736 0 101,600
Werner Enterprises COM 950755108 869 29,418 SH   OTR   0 29,418 0
Whirlpool COM 963320106 69,962 654,647 SH   SOLE   625,427 0 29,220
Whirlpool COM 963320106 724 6,772 SH   OTR   0 6,772 0
iCAD Inc COM 44934S206 1,632 441,157 SH   SOLE   441,157 0 0
iShares Russell Mid Cap COM 464287499 869 18,700 SH   SOLE   18,700 0 0
JPMorgan Chase 6.1 PFD PFD 48127X542 255 10,000 SH   SOLE   10,000 0 0
WTS S&W Seed Company WT 785991035 8 169,999 SH   SOLE   169,999 0 0