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 | 27,916 | 1,177,872 | SH | SOLE | 1,076,253 | 0 | 101,619 | ||
| AGCO Corp. | COM | 001084102 | 180,040 | 3,111,646 | SH | SOLE | 2,948,337 | 0 | 163,309 | ||
| American Express Co. | COM | 025816109 | 2,537 | 34,253 | SH | SOLE | 34,253 | 0 | 0 | ||
| Brink's Co. | COM | 109696104 | 83,447 | 2,022,961 | SH | SOLE | 1,950,458 | 0 | 72,503 | ||
| Broadridge Financial Solutions, Inc. | COM | 11133T103 | 132,808 | 2,003,143 | SH | SOLE | 1,901,135 | 0 | 102,008 | ||
| Centene Corp. | COM | 15135B101 | 204,629 | 3,621,107 | SH | SOLE | 3,429,726 | 0 | 191,381 | ||
| Chicago Bridge & Iron Co. | COM | 167250109 | 193,748 | 6,102,290 | SH | SOLE | 5,774,972 | 0 | 327,318 | ||
| Clean Harbors Inc. | COM | 184496107 | 219,400 | 3,942,503 | SH | SOLE | 3,758,624 | 0 | 183,879 | ||
| Crane Co | COM | 224399105 | 13,291 | 184,284 | SH | SOLE | 175,677 | 0 | 8,607 | ||
| Darling Ingredients Inc. | COM | 237266101 | 226,515 | 17,545,700 | SH | SOLE | 16,623,073 | 0 | 922,627 | ||
| Diebold Nixdorf Incorporated | COM | 253651103 | 68,221 | 2,712,560 | SH | SOLE | 2,610,120 | 0 | 102,440 | ||
| Discover Financial Services | COM | 254709108 | 2,710 | 37,595 | SH | SOLE | 37,595 | 0 | 0 | ||
| Envision Healthcare Corp | COM | 29414D100 | 201,627 | 3,185,758 | SH | SOLE | 3,015,907 | 0 | 169,851 | ||
| Federal Signal Corp | COM | 313855108 | 23,266 | 1,490,477 | SH | SOLE | 1,490,477 | 0 | 0 | ||
| Flowserve Corp. | COM | 34354P105 | 115,952 | 2,413,154 | SH | SOLE | 2,261,270 | 0 | 151,884 | ||
| Hanesbrands Inc. | COM | 410345102 | 128,922 | 5,976,902 | SH | SOLE | 5,600,142 | 0 | 376,760 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 81,389 | 1,449,756 | SH | SOLE | 1,396,447 | 0 | 53,309 | ||
| IDEX Corp. | COM | 45167R104 | 134,189 | 1,489,993 | SH | SOLE | 1,411,100 | 0 | 78,893 | ||
| Knowles Corporation | COM | 49926D109 | 104,879 | 6,276,407 | SH | SOLE | 5,880,936 | 0 | 395,471 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 44,637 | 1,107,611 | SH | SOLE | 1,038,387 | 0 | 69,224 | ||
| Middleby Corp. | COM | 596278101 | 10,148 | 78,780 | SH | SOLE | 73,917 | 0 | 4,863 | ||
| Murphy USA Inc. | COM | 626755102 | 93,971 | 1,528,733 | SH | SOLE | 1,437,823 | 0 | 90,910 | ||
| Newfield Exploration Co. | COM | 651290108 | 159,830 | 3,946,409 | SH | SOLE | 3,751,196 | 0 | 195,213 | ||
| Nordson Corp. | COM | 655663102 | 59,671 | 532,540 | SH | SOLE | 512,988 | 0 | 19,552 | ||
| OGE Energy Corp. | COM | 670837103 | 170,581 | 5,099,579 | SH | SOLE | 4,783,197 | 0 | 316,382 | ||
| Pentair plc | COM | G7S00T104 | 57,331 | 1,022,487 | SH | SOLE | 927,839 | 0 | 94,648 | ||
| Polaris Industries Inc. | COM | 731068102 | 190,750 | 2,315,207 | SH | SOLE | 2,188,035 | 0 | 127,172 | ||
| Russell 2000 Index Fund | COM | 464287655 | 3,486 | 25,848 | SH | SOLE | 25,848 | 0 | 0 | ||
| S&P Midcap 400 Dep Rec Spdrs | COM | 78467Y107 | 3,311 | 10,974 | SH | SOLE | 10,974 | 0 | 0 | ||
| Sanderson Farms Inc. | COM | 800013104 | 72,787 | 772,354 | SH | SOLE | 744,677 | 0 | 27,677 | ||
| Tenneco Inc | COM | 880349105 | 72,357 | 1,158,268 | SH | SOLE | 1,118,405 | 0 | 39,863 | ||
| Thor Industries Inc. | COM | 885160101 | 206,177 | 2,060,740 | SH | SOLE | 1,950,149 | 0 | 110,591 | ||
| Timken Co. | COM | 887389104 | 194,013 | 4,886,967 | SH | SOLE | 4,626,016 | 0 | 260,951 | ||
| Trinity Industries Inc. | COM | 896522109 | 200,160 | 7,210,374 | SH | SOLE | 6,826,159 | 0 | 384,215 | ||
| Western Union Co. | COM | 959802109 | 148,115 | 6,819,305 | SH | SOLE | 6,410,348 | 0 | 408,957 | ||
| WestRock Co | COM | 96145D105 | 81,741 | 1,610,029 | SH | SOLE | 1,508,596 | 0 | 101,433 | ||