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 14,739 190,009 SH   SOLE   170,239 0 19,770
AGCO Corporation COM 001084102 191 2,466 SH   OTR   0 2,466 0
Agilent Technologies Inc COM 00846u101 31,582 422,956 SH   SOLE   392,956 0 30,000
Agilent Technologies Inc COM 00846u101 370 4,960 SH   OTR   0 4,960 0
Akamai Technologies COM 00971t101 42,788 533,916 SH   SOLE   492,046 0 41,870
Akamai Technologies COM 00971t101 534 6,666 SH   OTR   0 6,666 0
Aptinyx Inc COM 03836n103 80 24,000 SH   SOLE   24,000 0 0
Bristol Myers Squibb COM 110122108 353 7,790 SH   SOLE   7,790 0 0
Brunswick Corp COM 117043109 688 15,000 SH   SOLE   15,000 0 0
Bunge Ltd. COM G16962105 74,010 1,328,489 SH   SOLE   1,249,659 0 78,830
Bunge Ltd. COM G16962105 911 16,353 SH   OTR   0 16,353 0
Cars.com COM 14575E105 72,709 3,687,049 SH   SOLE   3,476,729 0 210,320
Cars.com COM 14575E105 872 44,230 SH   OTR   0 44,230 0
Casella Waste Systems COM 147448104 2,507 63,258 SH   SOLE   63,258 0 0
Cincinnati Financial COM 172062101 33,835 326,375 SH   SOLE   305,435 0 20,940
Cincinnati Financial COM 172062101 431 4,162 SH   OTR   0 4,162 0
Clarus Corp COM 18270P109 1,601 110,844 SH   SOLE   110,844 0 0
Cooper Tire & Rubber COM 216831107 46,723 1,480,928 SH   SOLE   1,404,008 0 76,920
Cooper Tire & Rubber COM 216831107 565 17,914 SH   OTR   0 17,914 0
Copa Holdings COM P31076105 57,663 590,992 SH   SOLE   557,642 0 33,350
Copa Holdings COM P31076105 714 7,322 SH   OTR   0 7,322 0
Craft Brew Alliance COM 224122101 545 38,987 SH   SOLE   38,987 0 0
Cree Inc. COM 225447101 36,438 648,597 SH   SOLE   611,607 0 36,990
Cree Inc. COM 225447101 409 7,288 SH   OTR   0 7,288 0
Dean Foods Inc. COM 242370203 85 92,000 SH   SOLE   92,000 0 0
Domtar Corp. COM 257559203 64,371 1,445,566 SH   SOLE   1,368,716 0 76,850
Domtar Corp. COM 257559203 765 17,176 SH   OTR   0 17,176 0
Donaldson Inc COM 257651109 46,067 905,753 SH   SOLE   859,613 0 46,140
Donaldson Inc COM 257651109 575 11,311 SH   OTR   0 11,311 0
Entercom Communications COM 293639100 469 80,895 SH   SOLE   80,895 0 0
EssilorLuxottica Societe Anony COM 297284200 489 7,500 SH   SOLE   7,500 0 0
Exicure COM 30205m101 106 38,000 SH   SOLE   38,000 0 0
Eyenovia Inc. COM 30234e104 772 179,526 SH   SOLE   179,526 0 0
Fluidigm Corp COM 34385p108 801 65,000 SH   SOLE   65,000 0 0
Full House Resorts COM 359678109 417 223,232 SH   SOLE   223,232 0 0
General Electric COM 369604103 530 50,500 SH   SOLE   50,500 0 0
Gentex Corp COM 371901109 32,845 1,334,632 SH   SOLE   1,246,932 0 87,700
Gentex Corp COM 371901109 422 17,160 SH   OTR   0 17,160 0
Gilead Sciences COM 375558103 1,013 15,000 SH   SOLE   15,000 0 0
Hormel Foods COM 440452100 41,964 1,035,115 SH   SOLE   982,655 0 52,460
Hormel Foods COM 440452100 497 12,258 SH   OTR   0 12,258 0
I.D. Systems COM 449489103 1,173 199,488 SH   SOLE   199,488 0 0
IBM COM 459200101 441 3,200 SH   SOLE   3,200 0 0
Itron Inc. COM 465741106 24,978 399,193 SH   SOLE   369,093 0 30,100
Itron Inc. COM 465741106 322 5,154 SH   OTR   0 5,154 0
Jabil Inc COM 466313103 49,512 1,566,830 SH   SOLE   1,438,410 0 128,420
Jabil Inc COM 466313103 605 19,134 SH   OTR   0 19,134 0
Juniper Networks COM 48203R104 74,549 2,799,442 SH   SOLE   2,658,512 0 140,930
Juniper Networks COM 48203R104 870 32,687 SH   OTR   0 32,687 0
Kindred Biosciences Inc. COM 494577109 83 10,000 SH   SOLE   10,000 0 0
LKQ Corp COM 501889208 57,612 2,165,034 SH   SOLE   2,041,204 0 123,830
LKQ Corp COM 501889208 685 25,729 SH   OTR   0 25,729 0
Lear Corp COM 521865204 32,372 232,440 SH   SOLE   222,670 0 9,770
Lear Corp COM 521865204 396 2,840 SH   OTR   0 2,840 0
Libbey Inc COM 529898108 672 361,193 SH   SOLE   361,193 0 0
Lindblad Expeditions COM 535219109 806 44,924 SH   SOLE   44,924 0 0
Lions Gate Entertainment Cl A COM 535919401 40,114 3,274,619 SH   SOLE   3,274,619 0 0
Lions Gate Entertainment Cl A COM 535919401 506 41,301 SH   OTR   0 41,301 0
Lions Gate Entertainment Cl B COM 535919500 31,495 2,712,746 SH   SOLE   2,375,556 0 337,190
Lions Gate Entertainment Cl B COM 535919500 335 28,865 SH   OTR   0 28,865 0
Magna International COM 559222401 64,871 1,305,248 SH   SOLE   1,245,948 0 59,300
Magna International COM 559222401 779 15,678 SH   OTR   0 15,678 0
ManpowerGroup COM 56418h100 40,455 418,788 SH   SOLE   380,978 0 37,810
ManpowerGroup COM 56418h100 522 5,408 SH   OTR   0 5,408 0
Marrone Bio Innovations COM 57165B106 436 291,000 SH   SOLE   291,000 0 0
Mattel COM 577081102 87,059 7,766,200 SH   SOLE   7,443,250 0 322,950
Mattel COM 577081102 1,025 91,452 SH   OTR   0 91,452 0
McDermott Intl COM 580037703 67,421 6,979,421 SH   SOLE   6,571,981 0 407,440
McDermott Intl COM 580037703 844 87,386 SH   OTR   0 87,386 0
Meredith Corp COM 589433101 86,272 1,566,876 SH   SOLE   1,491,706 0 75,170
Meredith Corp COM 589433101 1,037 18,827 SH   OTR   0 18,827 0
Molson Coors Brewing COM 60871r209 97,001 1,732,159 SH   SOLE   1,639,559 0 92,600
Molson Coors Brewing COM 60871r209 1,138 20,327 SH   OTR   0 20,327 0
NeoGenomics COM 64049M209 4,460 203,277 SH   SOLE   203,277 0 0
New York Times COM 650111107 44,458 1,362,900 SH   SOLE   1,281,710 0 81,190
New York Times COM 650111107 553 16,940 SH   OTR   0 16,940 0
Nielsen Holdings COM G6518L108 452 20,000 SH   SOLE   20,000 0 0
Northern Trust Corp COM 665859104 70,908 787,871 SH   SOLE   742,061 0 45,810
Northern Trust Corp COM 665859104 853 9,477 SH   OTR   0 9,477 0
Nuance Communications COM 67020y100 44,854 2,808,660 SH   SOLE   2,669,100 0 139,560
Nuance Communications COM 67020y100 545 34,156 SH   OTR   0 34,156 0
Office Depot Inc COM 676220106 42,086 20,429,955 SH   SOLE   19,513,750 0 916,205
Office Depot Inc COM 676220106 506 245,693 SH   OTR   0 245,693 0
Ovid Therapeutics COM 690469101 187 101,000 SH   SOLE   101,000 0 0
Owens Corning COM 690742101 69,814 1,199,545 SH   SOLE   1,125,815 0 73,730
Owens Corning COM 690742101 873 14,993 SH   OTR   0 14,993 0
Patterson Companies Inc COM 703395103 66,635 2,909,831 SH   SOLE   2,765,841 0 143,990
Patterson Companies Inc COM 703395103 804 35,099 SH   OTR   0 35,099 0
Pentair PLC COM G7S00T104 350 9,400 SH   SOLE   9,400 0 0
Qualcomm COM 747525103 456 5,990 SH   SOLE   5,990 0 0
Quest Diagnostics COM 74834L100 73,823 725,109 SH   SOLE   677,619 0 47,490
Quest Diagnostics COM 74834L100 921 9,044 SH   OTR   0 9,044 0
Raymond James Financial COM 754730109 53,289 630,263 SH   SOLE   591,473 0 38,790
Raymond James Financial COM 754730109 365 4,316 SH   OTR   0 4,316 0
Resmed Inc COM 761152107 245 2,010 SH   SOLE   2,010 0 0
S&W Seed Company COM 785135104 943 357,048 SH   SOLE   357,048 0 0
Scholastic COM 807066105 33,916 1,020,347 SH   SOLE   1,020,347 0 0
Scholastic COM 807066105 409 12,311 SH   OTR   0 12,311 0
SeaWorld Entertainment COM 81282V100 5,021 161,967 SH   SOLE   161,967 0 0
Smith & Nephew COM 83175M205 5,362 123,162 SH   SOLE   66,162 0 57,000
Stericycle COM 858912108 55,366 1,159,502 SH   SOLE   1,095,382 0 64,120
Stericycle COM 858912108 656 13,737 SH   OTR   0 13,737 0
TechnipFMC COM G87110105 48,888 1,884,662 SH   SOLE   1,748,002 0 136,660
TechnipFMC COM G87110105 565 21,767 SH   OTR   0 21,767 0
Tegna COM 87901J105 91,969 6,070,561 SH   SOLE   5,808,326 0 262,235
Tegna COM 87901J105 1,118 73,828 SH   OTR   0 73,828 0
Teradata Corp COM 88076W103 58,450 1,630,405 SH   SOLE   1,524,245 0 106,160
Teradata Corp COM 88076W103 721 20,119 SH   OTR   0 20,119 0
UniFirst Corp COM 904708104 1,677 8,892 SH   SOLE   8,892 0 0
Unisys Corporation COM 909214306 15,690 1,614,207 SH   SOLE   1,614,207 0 0
Unisys Corporation COM 909214306 180 18,541 SH   OTR   0 18,541 0
Varex Imaging Corp COM 92214X106 21,784 710,746 SH   SOLE   635,266 0 75,480
Varex Imaging Corp COM 92214X106 221 7,219 SH   OTR   0 7,219 0
Varian Medical Systems COM 92220p105 32,582 239,347 SH   SOLE   221,347 0 18,000
Varian Medical Systems COM 92220p105 412 3,027 SH   OTR   0 3,027 0
Wabtec Corp COM 929740108 84,647 1,179,587 SH   SOLE   1,113,287 0 66,300
Wabtec Corp COM 929740108 981 13,664 SH   OTR   0 13,664 0
Werner Enterprises COM 950755108 67,788 2,181,079 SH   SOLE   2,054,479 0 126,600
Werner Enterprises COM 950755108 776 24,983 SH   OTR   0 24,983 0
Whirlpool COM 963320106 61,494 431,958 SH   SOLE   406,738 0 25,220
Whirlpool COM 963320106 751 5,277 SH   OTR   0 5,277 0
iCAD Inc COM 44934S206 2,810 441,157 SH   SOLE   441,157 0 0
iShares MSCI ACWI ETF COM 464288257 1,843 25,000 SH   SOLE   25,000 0 0
JPMorgan Chase 6.1 PFD PFD 48127X542 261 10,000 SH   SOLE   10,000 0 0
WTS S&W Seed Company WT 785991035 31 169,999 SH   SOLE   169,999 0 0