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 56,990 819,404 SH   SOLE   782,034 0 37,370
AGCO Corporation COM 001084102 718 10,327 SH   OTR   0 10,327 0
Agilent Technologies Inc COM 00846u101 273 3,400 SH   SOLE   3,400 0 0
Akamai Technologies COM 00971t101 59,291 826,818 SH   SOLE   784,948 0 41,870
Akamai Technologies COM 00971t101 716 9,988 SH   OTR   0 9,988 0
Aptinyx Inc COM 03836n103 97 24,000 SH   SOLE   24,000 0 0
Arconic Inc COM 03965L100 3,621 189,463 SH   SOLE   85,873 0 103,590
BorgWarner COM 099724106 2,058 53,580 SH   SOLE   3,500 0 50,080
Bristol Myers Squibb COM 110122108 310 6,490 SH   SOLE   6,490 0 0
Brunswick Corp COM 117043109 755 15,000 SH   SOLE   15,000 0 0
Bunge Ltd. COM G16962105 87,549 1,649,686 SH   SOLE   1,576,856 0 72,830
Bunge Ltd. COM G16962105 969 18,267 SH   OTR   0 18,267 0
Cars.com COM 14575E105 82,778 3,630,597 SH   SOLE   3,479,277 0 151,320
Cars.com COM 14575E105 927 40,648 SH   OTR   0 40,648 0
Casella Waste Systems COM 147448104 2,605 73,258 SH   SOLE   73,258 0 0
Cincinnati Financial COM 172062101 70,159 816,756 SH   SOLE   779,816 0 36,940
Cincinnati Financial COM 172062101 804 9,363 SH   OTR   0 9,363 0
Clarus Corp COM 18270P109 1,420 110,844 SH   SOLE   110,844 0 0
Cooper Tire & Rubber COM 216831107 49,337 1,650,606 SH   SOLE   1,573,686 0 76,920
Cooper Tire & Rubber COM 216831107 558 18,683 SH   OTR   0 18,683 0
Copa Holdings COM P31076105 63,322 785,540 SH   SOLE   750,190 0 35,350
Copa Holdings COM P31076105 707 8,770 SH   OTR   0 8,770 0
Craft Brew Alliance COM 224122101 545 38,987 SH   SOLE   38,987 0 0
Cree, Inc. COM 225447101 55,775 974,748 SH   SOLE   924,758 0 49,990
Cree, Inc. COM 225447101 677 11,829 SH   OTR   0 11,829 0
Dean Foods Inc. COM 242370203 204 67,300 SH   SOLE   67,300 0 0
Domtar Corp. COM 257559203 79,182 1,594,811 SH   SOLE   1,517,961 0 76,850
Domtar Corp. COM 257559203 945 19,029 SH   OTR   0 19,029 0
Donaldson Inc COM 257651109 50,277 1,004,332 SH   SOLE   958,192 0 46,140
Donaldson Inc COM 257651109 554 11,066 SH   OTR   0 11,066 0
Entercom Communications COM 293639100 425 80,895 SH   SOLE   80,895 0 0
EssilorLuxottica Societe Anony COM 297284200 410 7,500 SH   SOLE   7,500 0 0
Exicure COM 30205m101 89 38,000 SH   SOLE   38,000 0 0
Eyenovia, Inc. COM 30234e104 1,075 179,526 SH   SOLE   179,526 0 0
Fluidigm Corp COM 34385p108 864 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 504 50,500 SH   SOLE   50,500 0 0
Gentex Corp COM 371901109 54,322 2,626,805 SH   SOLE   2,524,105 0 102,700
Gentex Corp COM 371901109 642 31,031 SH   OTR   0 31,031 0
Gilead Sciences COM 375558103 975 15,000 SH   SOLE   15,000 0 0
Hormel Foods COM 440452100 49,750 1,111,487 SH   SOLE   1,059,027 0 52,460
Hormel Foods COM 440452100 593 13,259 SH   OTR   0 13,259 0
I.D. Systems COM 449489103 886 149,488 SH   SOLE   149,488 0 0
IBM COM 459200101 452 3,200 SH   SOLE   3,200 0 0
Itron Inc. COM 465741106 26,901 576,660 SH   SOLE   543,560 0 33,100
Itron Inc. COM 465741106 334 7,158 SH   OTR   0 7,158 0
Jabil Inc COM 466313103 70,331 2,645,016 SH   SOLE   2,506,596 0 138,420
Jabil Inc COM 466313103 833 31,322 SH   OTR   0 31,322 0
Juniper Networks COM 48203R104 86,375 3,263,132 SH   SOLE   3,122,202 0 140,930
Juniper Networks COM 48203R104 954 36,023 SH   OTR   0 36,023 0
Kindred Biosciences Inc. COM 494577109 92 10,000 SH   SOLE   10,000 0 0
LKQ Corp COM 501889208 91,871 3,237,176 SH   SOLE   3,096,346 0 140,830
LKQ Corp COM 501889208 1,064 37,477 SH   OTR   0 37,477 0
Lear Corp COM 521865204 34,927 257,362 SH   SOLE   247,592 0 9,770
Lear Corp COM 521865204 408 3,007 SH   OTR   0 3,007 0
Libbey Inc COM 529898108 1,026 361,193 SH   SOLE   361,193 0 0
Lindblad Expeditions COM 535219109 685 44,924 SH   SOLE   44,924 0 0
Lions Gate Entertainment Cl A COM 535919401 50,460 3,226,320 SH   SOLE   3,226,320 0 0
Lions Gate Entertainment Cl A COM 535919401 614 39,260 SH   OTR   0 39,260 0
Lions Gate Entertainment Cl B COM 535919500 43,210 2,861,585 SH   SOLE   2,609,395 0 252,190
Lions Gate Entertainment Cl B COM 535919500 458 30,355 SH   OTR   0 30,355 0
Magna International COM 559222401 50,088 1,028,716 SH   SOLE   1,028,716 0 0
Magna International COM 559222401 602 12,363 SH   OTR   0 12,363 0
ManpowerGroup COM 56418h100 49,093 593,696 SH   SOLE   549,886 0 43,810
ManpowerGroup COM 56418h100 529 6,392 SH   OTR   0 6,392 0
Marrone Bio Innovations COM 57165B106 292 191,000 SH   SOLE   191,000 0 0
Mattel COM 577081102 103,628 7,971,369 SH   SOLE   7,688,419 0 282,950
Mattel COM 577081102 1,176 90,462 SH   OTR   0 90,462 0
McDermott Intl COM 580037703 70,756 9,510,248 SH   SOLE   9,120,808 0 389,440
McDermott Intl COM 580037703 813 109,248 SH   OTR   0 109,248 0
Meredith Corp COM 589433101 97,371 1,762,049 SH   SOLE   1,686,879 0 75,170
Meredith Corp COM 589433101 1,098 19,876 SH   OTR   0 19,876 0
Molson Coors Brewing COM 60871r209 99,752 1,672,283 SH   SOLE   1,597,683 0 74,600
Molson Coors Brewing COM 60871r209 1,135 19,023 SH   OTR   0 19,023 0
NeoGenomics COM 64049M209 4,313 210,807 SH   SOLE   210,807 0 0
New York Times COM 650111107 71,806 2,185,890 SH   SOLE   2,095,200 0 90,690
New York Times COM 650111107 837 25,478 SH   OTR   0 25,478 0
Nielsen Holdings COM G6518L108 473 20,000 SH   SOLE   20,000 0 0
Northern Trust Corp COM 665859104 88,835 982,579 SH   SOLE   936,769 0 45,810
Northern Trust Corp COM 665859104 1,012 11,189 SH   OTR   0 11,189 0
Nuance Communications COM 67020y100 61,437 3,628,877 SH   SOLE   3,489,317 0 139,560
Nuance Communications COM 67020y100 731 43,175 SH   OTR   0 43,175 0
Office Depot Inc COM 676220106 80,375 22,141,878 SH   SOLE   21,315,673 0 826,205
Office Depot Inc COM 676220106 952 262,211 SH   OTR   0 262,211 0
Ovid Therapeutics COM 690469101 179 101,000 SH   SOLE   101,000 0 0
Owens Corning COM 690742101 62,842 1,333,667 SH   SOLE   1,262,937 0 70,730
Owens Corning COM 690742101 758 16,084 SH   OTR   0 16,084 0
Patterson Companies Inc COM 703395103 69,637 3,187,066 SH   SOLE   3,054,076 0 132,990
Patterson Companies Inc COM 703395103 763 34,900 SH   OTR   0 34,900 0
Qualcomm COM 747525103 376 6,590 SH   SOLE   6,590 0 0
Quanta Services COM 74762E102 204 5,400 SH   SOLE   5,400 0 0
Quest Diagnostics COM 74834L100 83,629 930,041 SH   SOLE   887,551 0 42,490
Quest Diagnostics COM 74834L100 968 10,761 SH   OTR   0 10,761 0
Raymond James Financial COM 754730109 67,008 833,328 SH   SOLE   794,538 0 38,790
Raymond James Financial COM 754730109 485 6,026 SH   OTR   0 6,026 0
Resmed Inc COM 761152107 209 2,010 SH   SOLE   2,010 0 0
S&W Seed Company COM 785135104 957 357,048 SH   SOLE   357,048 0 0
Scholastic COM 807066105 39,874 1,002,880 SH   SOLE   1,002,880 0 0
Scholastic COM 807066105 531 13,356 SH   OTR   0 13,356 0
SeaWorld Entertainment COM 81282V100 4,172 161,967 SH   SOLE   161,967 0 0
Smith & Nephew COM 83175M205 8,997 224,316 SH   SOLE   167,316 0 57,000
Stericycle COM 858912108 76,110 1,398,574 SH   SOLE   1,328,254 0 70,320
Stericycle COM 858912108 885 16,261 SH   OTR   0 16,261 0
TechnipFMC COM G87110105 44,959 1,911,523 SH   SOLE   1,784,863 0 126,660
TechnipFMC COM G87110105 482 20,473 SH   OTR   0 20,473 0
Tegna COM 87901J105 129,869 9,210,594 SH   SOLE   8,926,359 0 284,235
Tegna COM 87901J105 1,528 108,378 SH   OTR   0 108,378 0
Teradata Corp COM 88076W103 69,476 1,591,658 SH   SOLE   1,509,498 0 82,160
Teradata Corp COM 88076W103 802 18,373 SH   OTR   0 18,373 0
UniFirst Corp COM 904708104 1,365 8,892 SH   SOLE   8,892 0 0
Unisys Corporation COM 909214306 21,327 1,827,483 SH   SOLE   1,827,483 0 0
Unisys Corporation COM 909214306 255 21,817 SH   OTR   0 21,817 0
Varex Imaging Corp COM 92214X106 30,293 894,123 SH   SOLE   803,643 0 90,480
Varex Imaging Corp COM 92214X106 290 8,552 SH   OTR   0 8,552 0
Varian Medical Systems COM 92220p105 47,559 335,585 SH   SOLE   316,985 0 18,600
Varian Medical Systems COM 92220p105 637 4,498 SH   OTR   0 4,498 0
Wabtec Corp COM 929740108 85,407 1,158,533 SH   SOLE   1,101,233 0 57,300
Wabtec Corp COM 929740108 936 12,702 SH   OTR   0 12,702 0
Werner Enterprises COM 950755108 84,097 2,462,569 SH   SOLE   2,345,969 0 116,600
Werner Enterprises COM 950755108 956 28,007 SH   OTR   0 28,007 0
Whirlpool COM 963320106 79,134 595,487 SH   SOLE   568,267 0 27,220
Whirlpool COM 963320106 950 7,151 SH   OTR   0 7,151 0
iCAD Inc COM 44934S206 2,281 441,157 SH   SOLE   441,157 0 0
JPMorgan Chase 6.1 PFD PFD 48127X542 262 10,000 SH   SOLE   10,000 0 0
WTS S&W Seed Company WT 785991035 38 169,999 SH   SOLE   169,999 0 0