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
Adtalem Global Education COM 00737L103 36,033 946,006 SH   SOLE   879,506 0 66,500
Adtalem Global Education COM 00737L103 297 7,803 SH   OTR   0 7,803 0
Agilent Technologies Inc COM 00846u101 56,102 732,109 SH   SOLE   687,109 0 45,000
Agilent Technologies Inc COM 00846u101 459 5,987 SH   OTR   0 5,987 0
Akamai Technologies COM 00971t101 28,039 306,836 SH   SOLE   273,566 0 33,270
Akamai Technologies COM 00971t101 219 2,400 SH   OTR   0 2,400 0
Aptinyx Inc COM 03836n103 171 49,000 SH   SOLE   49,000 0 0
Bristol Myers Squibb COM 110122108 557 10,990 SH   SOLE   10,990 0 0
Brunswick Corp COM 117043109 782 15,000 SH   SOLE   15,000 0 0
Bunge Ltd. COM G16962105 57,887 1,022,370 SH   SOLE   949,540 0 72,830
Bunge Ltd. COM G16962105 525 9,273 SH   OTR   0 9,273 0
Cars.com COM 14575E105 42,886 4,775,712 SH   SOLE   4,477,882 0 297,830
Cars.com COM 14575E105 352 39,189 SH   OTR   0 39,189 0
Casella Waste Systems COM 147448104 2,716 63,258 SH   SOLE   63,258 0 0
Cincinnati Financial COM 172062101 13,823 118,479 SH   SOLE   109,539 0 8,940
Cincinnati Financial COM 172062101 115 984 SH   OTR   0 984 0
Clarus Corp COM 18270P109 1,300 110,844 SH   SOLE   110,844 0 0
Commercial Metals COM 201723103 269 15,500 SH   SOLE   15,500 0 0
Cooper Tire & Rubber COM 216831107 40,817 1,562,656 SH   SOLE   1,473,936 0 88,720
Cooper Tire & Rubber COM 216831107 331 12,682 SH   OTR   0 12,682 0
Copa Holdings COM P31076105 40,329 408,400 SH   SOLE   382,050 0 26,350
Copa Holdings COM P31076105 335 3,390 SH   OTR   0 3,390 0
Corning COM 219350105 24,592 862,263 SH   SOLE   796,263 0 66,000
Corning COM 219350105 187 6,544 SH   OTR   0 6,544 0
Craft Brew Alliance COM 224122101 319 38,987 SH   SOLE   38,987 0 0
Cree Inc. COM 225447101 37,474 764,775 SH   SOLE   727,985 0 36,790
Cree Inc. COM 225447101 307 6,265 SH   OTR   0 6,265 0
Dean Foods Inc. COM 242370203 29 25,200 SH   SOLE   25,200 0 0
Domtar Corp. COM 257559203 58,130 1,623,297 SH   SOLE   1,523,947 0 99,350
Domtar Corp. COM 257559203 460 12,847 SH   OTR   0 12,847 0
Donaldson Inc COM 257651109 43,991 844,689 SH   SOLE   798,549 0 46,140
Donaldson Inc COM 257651109 353 6,772 SH   OTR   0 6,772 0
Entercom Communications COM 293639100 537 160,895 SH   SOLE   160,895 0 0
EssilorLuxottica Societe Anony COM 297284200 541 7,500 SH   SOLE   7,500 0 0
Exicure COM 30205m101 96 38,000 SH   SOLE   38,000 0 0
Eyenovia Inc. COM 30234e104 831 224,526 SH   SOLE   224,526 0 0
Fluidigm Corp COM 34385p108 301 65,000 SH   SOLE   65,000 0 0
Full House Resorts COM 359678109 482 223,232 SH   SOLE   223,232 0 0
General Electric COM 369604103 387 43,300 SH   SOLE   43,300 0 0
Gentex Corp COM 371901109 12,998 472,058 SH   SOLE   428,358 0 43,700
Gentex Corp COM 371901109 116 4,227 SH   OTR   0 4,227 0
Gilead Sciences COM 375558103 951 15,000 SH   SOLE   15,000 0 0
Hormel Foods COM 440452100 39,636 906,391 SH   SOLE   853,931 0 52,460
Hormel Foods COM 440452100 322 7,363 SH   OTR   0 7,363 0
IBM COM 459200101 371 2,550 SH   SOLE   2,550 0 0
Itron Inc. COM 465741106 12,051 162,944 SH   SOLE   147,844 0 15,100
Itron Inc. COM 465741106 108 1,462 SH   OTR   0 1,462 0
Jabil Inc COM 466313103 44,445 1,242,514 SH   SOLE   1,141,594 0 100,920
Jabil Inc COM 466313103 364 10,181 SH   OTR   0 10,181 0
Juniper Networks COM 48203R104 72,278 2,920,336 SH   SOLE   2,745,406 0 174,930
Juniper Networks COM 48203R104 597 24,128 SH   OTR   0 24,128 0
Kindred Biosciences Inc. COM 494577109 68 10,000 SH   SOLE   10,000 0 0
LKQ Corp COM 501889208 59,914 1,905,071 SH   SOLE   1,776,241 0 128,830
LKQ Corp COM 501889208 511 16,246 SH   OTR   0 16,246 0
Lear Corp COM 521865204 24,369 206,691 SH   SOLE   193,921 0 12,770
Lear Corp COM 521865204 202 1,717 SH   OTR   0 1,717 0
Libbey Inc COM 529898108 1,545 461,193 SH   SOLE   461,193 0 0
Lindblad Expeditions COM 535219109 753 44,924 SH   SOLE   44,924 0 0
Lions Gate Entertainment Cl A COM 535919401 30,831 3,333,098 SH   SOLE   3,333,098 0 0
Lions Gate Entertainment Cl A COM 535919401 260 28,141 SH   OTR   0 28,141 0
Lions Gate Entertainment Cl B COM 535919500 24,261 2,775,859 SH   SOLE   2,397,669 0 378,190
Lions Gate Entertainment Cl B COM 535919500 170 19,394 SH   OTR   0 19,394 0
Magna International COM 559222401 53,890 1,010,505 SH   SOLE   948,205 0 62,300
Magna International COM 559222401 460 8,621 SH   OTR   0 8,621 0
ManpowerGroup COM 56418h100 33,927 402,740 SH   SOLE   377,930 0 24,810
ManpowerGroup COM 56418h100 270 3,211 SH   OTR   0 3,211 0
Marrone Bio Innovations COM 57165B106 586 415,400 SH   SOLE   415,400 0 0
Mattel COM 577081102 68,211 5,988,672 SH   SOLE   5,633,722 0 354,950
Mattel COM 577081102 621 54,552 SH   OTR   0 54,552 0
Meredith Corp COM 589433101 61,448 1,676,156 SH   SOLE   1,565,986 0 110,170
Meredith Corp COM 589433101 472 12,864 SH   OTR   0 12,864 0
Molson Coors Brewing COM 60871r209 88,931 1,546,625 SH   SOLE   1,443,725 0 102,900
Molson Coors Brewing COM 60871r209 790 13,731 SH   OTR   0 13,731 0
NeoGenomics COM 64049M209 3,313 173,277 SH   SOLE   173,277 0 0
New York Times COM 650111107 29,712 1,043,245 SH   SOLE   972,055 0 71,190
New York Times COM 650111107 229 8,048 SH   OTR   0 8,048 0
Northern Trust Corp COM 665859104 59,292 635,366 SH   SOLE   589,556 0 45,810
Northern Trust Corp COM 665859104 498 5,332 SH   OTR   0 5,332 0
Nuance Communications COM 67020y100 27,993 1,716,334 SH   SOLE   1,576,774 0 139,560
Nuance Communications COM 67020y100 228 13,982 SH   OTR   0 13,982 0
Office Depot Inc COM 676220106 16,830 9,589,956 SH   SOLE   8,673,751 0 916,205
Office Depot Inc COM 676220106 158 89,744 SH   OTR   0 89,744 0
Ovid Therapeutics COM 690469101 327 101,000 SH   SOLE   101,000 0 0
Owens Corning COM 690742101 41,967 664,027 SH   SOLE   604,297 0 59,730
Owens Corning COM 690742101 367 5,810 SH   OTR   0 5,810 0
Patterson Companies Inc COM 703395103 55,952 3,139,818 SH   SOLE   2,952,128 0 187,690
Patterson Companies Inc COM 703395103 447 25,097 SH   OTR   0 25,097 0
Pentair PLC COM G7S00T104 348 9,200 SH   SOLE   9,200 0 0
PowerFleet COM 73931J109 1,091 199,488 SH   SOLE   199,488 0 0
Qualcomm COM 747525103 526 6,890 SH   SOLE   6,890 0 0
Quest Diagnostics COM 74834L100 68,447 639,513 SH   SOLE   593,523 0 45,990
Quest Diagnostics COM 74834L100 577 5,390 SH   OTR   0 5,390 0
Raymond James Financial COM 754730109 50,318 610,211 SH   SOLE   569,421 0 40,790
Raymond James Financial COM 754730109 194 2,353 SH   OTR   0 2,353 0
Resmed Inc COM 761152107 258 1,910 SH   SOLE   1,910 0 0
S&W Seed Company COM 785135104 969 407,048 SH   SOLE   407,048 0 0
Scholastic COM 807066105 37,739 999,455 SH   SOLE   999,455 0 0
Scholastic COM 807066105 335 8,861 SH   OTR   0 8,861 0
SeaWorld Entertainment COM 81282V100 3,473 131,967 SH   SOLE   131,967 0 0
Smith & Nephew COM 83175M205 4,812 99,978 SH   SOLE   46,978 0 53,000
Stericycle COM 858912108 32,686 641,778 SH   SOLE   577,658 0 64,120
Stericycle COM 858912108 328 6,447 SH   OTR   0 6,447 0
TechnipFMC COM G87110105 30,561 1,265,994 SH   SOLE   1,136,834 0 129,160
TechnipFMC COM G87110105 278 11,515 SH   OTR   0 11,515 0
Tegna COM 87901J105 70,704 4,552,750 SH   SOLE   4,288,015 0 264,735
Tegna COM 87901J105 586 37,714 SH   OTR   0 37,714 0
Teradata Corp COM 88076W103 51,563 1,663,332 SH   SOLE   1,548,172 0 115,160
Teradata Corp COM 88076W103 423 13,660 SH   OTR   0 13,660 0
UniFirst Corp COM 904708104 1,735 8,892 SH   SOLE   8,892 0 0
Unisys Corporation COM 909214306 7,422 998,860 SH   SOLE   998,860 0 0
Unisys Corporation COM 909214306 84 11,318 SH   OTR   0 11,318 0
Varex Imaging Corp COM 92214X106 20,398 714,727 SH   SOLE   644,447 0 70,280
Varex Imaging Corp COM 92214X106 149 5,217 SH   OTR   0 5,217 0
Varian Medical Systems COM 92220p105 32,316 271,359 SH   SOLE   253,359 0 18,000
Varian Medical Systems COM 92220p105 249 2,089 SH   OTR   0 2,089 0
Wabtec Corp COM 929740108 61,399 854,430 SH   SOLE   791,230 0 63,200
Wabtec Corp COM 929740108 522 7,271 SH   OTR   0 7,271 0
Waters Corp COM 941848103 441 1,975 SH   SOLE   1,975 0 0
Werner Enterprises COM 950755108 68,815 1,949,447 SH   SOLE   1,822,847 0 126,600
Werner Enterprises COM 950755108 579 16,397 SH   OTR   0 16,397 0
Whirlpool COM 963320106 46,861 295,915 SH   SOLE   277,695 0 18,220
Whirlpool COM 963320106 400 2,524 SH   OTR   0 2,524 0
iCAD Inc COM 44934S206 3,022 441,157 SH   SOLE   441,157 0 0
JPMorgan Chase 6.1 PFD PFD 48127X542 259 10,000 SH   SOLE   10,000 0 0
WTS S&W Seed Company WT 785991035 19 169,999 SH   SOLE   169,999 0 0