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 |
| Aegion Corp. | COM | 00770F104 | 21,492 | 1,005,233 | SH | SOLE | 933,059 | 0 | 72,174 | ||
| AGCO Corp. | COM | 001084102 | 59,095 | 780,652 | SH | SOLE | 675,965 | 0 | 104,687 | ||
| Belden Inc | COM | 077454106 | 26,971 | 505,647 | SH | SOLE | 469,487 | 0 | 36,160 | ||
| Brink's Co. | COM | 109696104 | 75,193 | 906,481 | SH | SOLE | 785,041 | 0 | 121,440 | ||
| Broadridge Financial Solutions, Inc. | COM | 11133T103 | 34,860 | 280,159 | SH | SOLE | 243,791 | 0 | 36,368 | ||
| Centene Corp. | COM | 15135B101 | 35,461 | 819,723 | SH | SOLE | 671,412 | 0 | 148,311 | ||
| Clean Harbors Inc. | COM | 184496107 | 65,723 | 851,330 | SH | SOLE | 737,157 | 0 | 114,173 | ||
| Crane Co | COM | 224399105 | 52,442 | 650,397 | SH | SOLE | 555,545 | 0 | 94,852 | ||
| Darling Ingredients Inc. | COM | 237266101 | 79,409 | 4,151,021 | SH | SOLE | 3,597,291 | 0 | 553,730 | ||
| Dycom Industries Inc | COM | 267475101 | 84,210 | 1,649,560 | SH | SOLE | 1,427,444 | 0 | 222,116 | ||
| Encana Corp | COM | 292505104 | 33,918 | 7,373,377 | SH | SOLE | 6,390,528 | 0 | 982,849 | ||
| Enerpac Tool Group | COM | 00508X203 | 21,417 | 976,167 | SH | SOLE | 906,077 | 0 | 70,090 | ||
| Extended Stay America, Inc. | COM | 30224P200 | 65,564 | 4,478,383 | SH | SOLE | 3,882,666 | 0 | 595,717 | ||
| First Horizon National Corp | COM | 320517105 | 21,919 | 1,353,005 | SH | SOLE | 1,066,031 | 0 | 286,974 | ||
| Hanesbrands Inc. | COM | 410345102 | 33,588 | 2,192,409 | SH | SOLE | 1,727,135 | 0 | 465,274 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 27,648 | 262,743 | SH | SOLE | 243,927 | 0 | 18,816 | ||
| IDEX Corp. | COM | 45167R104 | 25,813 | 157,513 | SH | SOLE | 123,932 | 0 | 33,581 | ||
| Knowles Corporation | COM | 49926D109 | 26,048 | 1,280,620 | SH | SOLE | 1,007,754 | 0 | 272,866 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 32,781 | 1,122,242 | SH | SOLE | 1,052,989 | 0 | 69,253 | ||
| Murphy USA Inc. | COM | 626755102 | 30,000 | 351,698 | SH | SOLE | 302,502 | 0 | 49,196 | ||
| Polaris Inc. | COM | 731068102 | 46,636 | 529,898 | SH | SOLE | 452,382 | 0 | 77,516 | ||
| Sanderson Farms Inc. | COM | 800013104 | 26,036 | 172,050 | SH | SOLE | 159,758 | 0 | 12,292 | ||
| SEI Investments Co | COM | 784117103 | 11,226 | 189,449 | SH | SOLE | 150,098 | 0 | 39,351 | ||
| Stepan Co | COM | 858586100 | 17,997 | 185,421 | SH | SOLE | 172,456 | 0 | 12,965 | ||
| Thor Industries Inc. | COM | 885160101 | 53,526 | 945,028 | SH | SOLE | 805,376 | 0 | 139,652 | ||
| Timken Co. | COM | 887389104 | 73,460 | 1,688,355 | SH | SOLE | 1,460,047 | 0 | 228,308 | ||
| Trinity Industries Inc. | COM | 896522109 | 50,286 | 2,555,169 | SH | SOLE | 2,181,380 | 0 | 373,789 | ||
| Watsco Inc | COM | 942622200 | 9,923 | 58,653 | SH | SOLE | 46,400 | 0 | 12,253 | ||
| Western Union Co. | COM | 959802109 | 30,534 | 1,317,834 | SH | SOLE | 1,077,655 | 0 | 240,179 | ||
| WestRock Co | COM | 96145D105 | 31,398 | 861,386 | SH | SOLE | 678,704 | 0 | 182,682 | ||