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 12,331 502,484 SH   SOLE   373,284 0 129,200
Agilent Technologies Inc COM 00846u101 20,062 198,747 SH   SOLE   156,247 0 42,500
Akamai Technologies COM 00971t101 16,584 150,030 SH   SOLE   120,160 0 29,870
Akerna Corp. COM 00973w102 339 93,223 SH   SOLE   93,223 0 0
Bristol Myers Squibb COM 110122108 430 7,136 SH   SOLE   7,136 0 0
Bunge Ltd. COM G16962105 11,474 251,063 SH   SOLE   198,733 0 52,330
Cars.com COM 14575E105 13,320 1,648,549 SH   SOLE   1,300,619 0 347,930
Casella Waste Systems COM 147448104 294 5,258 SH   SOLE   5,258 0 0
Check Point Software Technolog COM m22465104 15,884 131,996 SH   SOLE   106,396 0 25,600
Chefs' Wharehouse Inc COM 163086101 640 44,000 SH   SOLE   44,000 0 0
Cincinnati Financial COM 172062101 13,831 177,385 SH   SOLE   141,245 0 36,140
Clarus Corp COM 18270P109 1,289 91,294 SH   SOLE   91,294 0 0
Commercial Metals COM 201723103 346 17,316 SH   SOLE   17,316 0 0
Conmed Corp COM 207410101 213 2,706 SH   SOLE   2,706 0 0
Cooper Tire & Rubber COM 216831107 16,417 517,874 SH   SOLE   406,654 0 111,220
Copa Holdings COM P31076105 9,748 193,644 SH   SOLE   161,694 0 31,950
Corning COM 219350105 22,270 687,134 SH   SOLE   550,634 0 136,500
Cree Inc. COM 225447101 11,976 187,883 SH   SOLE   145,993 0 41,890
Disney Walt Co COM 254687106 368 2,965 SH   SOLE   2,965 0 0
Donaldson Inc COM 257651109 16,658 358,849 SH   SOLE   292,809 0 66,040
Entercom Communications COM 293639100 259 160,895 SH   SOLE   160,895 0 0
Exicure COM 30205m101 66 38,000 SH   SOLE   38,000 0 0
Eyenovia Inc. COM 30234e104 654 209,526 SH   SOLE   209,526 0 0
Full House Resorts COM 359678109 433 223,232 SH   SOLE   223,232 0 0
Gilead Sciences COM 375558103 743 11,766 SH   SOLE   11,766 0 0
Hexcel Corp New COM 428291108 10,728 319,765 SH   SOLE   252,665 0 67,100
Hormel Foods COM 440452100 13,503 276,193 SH   SOLE   226,433 0 49,760
Impinj Inc COM 453204109 527 20,000 SH   SOLE   20,000 0 0
Juniper Networks COM 48203R104 21,364 993,697 SH   SOLE   787,367 0 206,330
LKQ Corp COM 501889208 13,704 494,207 SH   SOLE   392,377 0 101,830
Lear Corp COM 521865204 13,972 128,126 SH   SOLE   105,456 0 22,670
Lindblad Expeditions COM 535219109 1,057 124,242 SH   SOLE   124,242 0 0
Lions Gate Entertainment Cl A COM 535919401 15,077 1,590,442 SH   SOLE   1,590,442 0 0
Lions Gate Entertainment Cl B COM 535919500 3,881 445,102 SH   SOLE   14,912 0 430,190
Magna International COM 559222401 15,631 341,656 SH   SOLE   273,356 0 68,300
Marrone Bio Innovations COM 57165b106 749 613,900 SH   SOLE   613,900 0 0
Mattel COM 577081102 25,745 2,200,456 SH   SOLE   1,847,506 0 352,950
Meredith Corp COM 589433101 15,078 1,149,269 SH   SOLE   963,599 0 185,670
Microsoft COM 594918104 365 1,736 SH   SOLE   1,736 0 0
Molson Coors Beverage COM 60871r209 21,366 636,644 SH   SOLE   521,344 0 115,300
Motorola Solutions COM 620076307 219 1,396 SH   SOLE   1,396 0 0
National Instruments COM 636518102 17,675 495,111 SH   SOLE   406,811 0 88,300
NeoGenomics COM 64049m209 1,660 45,000 SH   SOLE   45,000 0 0
New York Times COM 650111107 12,533 292,903 SH   SOLE   227,713 0 65,190
Nokia COM 654902204 13,926 3,561,730 SH   SOLE   2,861,230 0 700,500
Nordstrom Inc COM 655664100 119 10,000 SH   SOLE   10,000 0 0
Northern Trust Corp COM 665859104 18,352 235,370 SH   SOLE   183,260 0 52,110
Novartis COM 66987V109 200 2,300 SH   SOLE   2,300 0 0
Ovid Therapeutics COM 690469101 699 121,700 SH   SOLE   121,700 0 0
Owens Corning COM 690742101 238 3,461 SH   SOLE   3,461 0 0
Pentair PLC COM G7S00T104 16,130 352,422 SH   SOLE   282,922 0 69,500
PowerFleet COM 73931J109 1,531 271,971 SH   SOLE   271,971 0 0
Qualcomm COM 747525103 299 2,544 SH   SOLE   2,544 0 0
Quest Diagnostics COM 74834L100 12,417 108,452 SH   SOLE   80,562 0 27,890
Ranpak Holdings Corp COM 75321W103 639 67,087 SH   SOLE   67,087 0 0
Raymond James Financial COM 754730109 14,737 202,542 SH   SOLE   159,352 0 43,190
Renewable Energy Group Inc COM 75972A301 1,068 20,000 SH   SOLE   20,000 0 0
Republic Services Inc COM 760759100 212 2,267 SH   SOLE   2,267 0 0
Resmed Inc COM 761152107 11,443 66,749 SH   SOLE   51,649 0 15,100
S&W Seed Company COM 785135104 1,211 488,405 SH   SOLE   488,405 0 0
Scholastic COM 807066105 11,459 545,908 SH   SOLE   524,008 0 21,900
SeaWorld Entertainment COM 81282V100 3,056 154,967 SH   SOLE   154,967 0 0
Six Flags Entmt Corp COM 83001A102 609 30,000 SH   SOLE   30,000 0 0
Smith & Nephew COM 83175M205 2,729 69,785 SH   SOLE   9,785 0 60,000
Tegna COM 87901J105 22,890 1,948,094 SH   SOLE   1,609,359 0 338,735
Teradata Corp COM 88076W103 14,278 629,005 SH   SOLE   491,145 0 137,860
The Charles Schwab Corp COM 808513105 16,529 456,216 SH   SOLE   361,416 0 94,800
UniFirst Corp COM 904708104 1,894 10,000 SH   SOLE   10,000 0 0
Unisys Corporation COM 909214306 2,401 224,984 SH   SOLE   224,984 0 0
Varex Imaging Corp COM 92214X106 7,178 564,340 SH   SOLE   437,860 0 126,480
Varian Medical Systems COM 92220p105 17,218 100,106 SH   SOLE   79,806 0 20,300
Wabtec Corp COM 929740108 14,484 234,071 SH   SOLE   178,771 0 55,300
Waters Corp COM 941848103 9,348 47,771 SH   SOLE   36,771 0 11,000
Werner Enterprises COM 950755108 5,658 134,757 SH   SOLE   97,157 0 37,600
Whirlpool COM 963320106 5,674 30,856 SH   SOLE   20,786 0 10,070
iCAD Inc COM 44934s206 3,289 373,276 SH   SOLE   373,276 0 0
JPMorgan Chase 6.1 PFD PFD 48127X542 254 10,000 SH   SOLE   10,000 0 0