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 |
| Actuant Corp | COM | 00508X203 | 54,354 | 1,851,915 | SH | SOLE | 1,755,791 | 0 | 96,124 | ||
| Aegion Corp. | COM | 00770F104 | 46,954 | 1,823,447 | SH | SOLE | 1,723,305 | 0 | 100,142 | ||
| AGCO Corp. | COM | 001084102 | 112,273 | 1,849,035 | SH | SOLE | 1,668,890 | 0 | 180,145 | ||
| American Express Co. | COM | 025816109 | 3,222 | 32,879 | SH | SOLE | 32,879 | 0 | 0 | ||
| Belden Inc | COM | 077454106 | 22,116 | 361,847 | SH | SOLE | 343,038 | 0 | 18,809 | ||
| Brink's Co. | COM | 109696104 | 180,626 | 2,264,900 | SH | SOLE | 2,043,771 | 0 | 221,129 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 100,601 | 874,033 | SH | SOLE | 784,808 | 0 | 89,225 | ||
| Centene Corp. | COM | 15135B101 | 160,456 | 1,302,294 | SH | SOLE | 1,164,482 | 0 | 137,812 | ||
| Clean Harbors Inc. | COM | 184496107 | 189,085 | 3,403,879 | SH | SOLE | 3,071,440 | 0 | 332,439 | ||
| CommScope Holdings Company, In | COM | 20337X109 | 52,816 | 1,808,471 | SH | SOLE | 1,583,819 | 0 | 224,652 | ||
| Crane Co | COM | 224399105 | 14,942 | 186,471 | SH | SOLE | 173,085 | 0 | 13,386 | ||
| Darling Ingredients Inc. | COM | 237266101 | 207,124 | 10,418,715 | SH | SOLE | 9,379,349 | 0 | 1,039,366 | ||
| Diebold Nixdorf Incorporated | COM | 253651103 | 70,709 | 5,917,087 | SH | SOLE | 5,396,850 | 0 | 520,237 | ||
| Discover Financial Services | COM | 254709108 | 2,852 | 40,502 | SH | SOLE | 40,502 | 0 | 0 | ||
| Dycom Industries Inc | COM | 267475101 | 93,385 | 988,098 | SH | SOLE | 888,932 | 0 | 99,166 | ||
| Extended Stay America, Inc. | COM | 30224P200 | 146,994 | 6,802,115 | SH | SOLE | 6,149,692 | 0 | 652,423 | ||
| Federal Signal Corp | COM | 313855108 | 27,686 | 1,188,739 | SH | SOLE | 1,188,739 | 0 | 0 | ||
| Flowserve Corp. | COM | 34354P105 | 77,429 | 1,916,557 | SH | SOLE | 1,680,697 | 0 | 235,860 | ||
| Hanesbrands Inc. | COM | 410345102 | 99,469 | 4,517,215 | SH | SOLE | 3,962,389 | 0 | 554,826 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 45,271 | 518,330 | SH | SOLE | 491,968 | 0 | 26,362 | ||
| IDEX Corp. | COM | 45167R104 | 78,589 | 575,826 | SH | SOLE | 507,463 | 0 | 68,363 | ||
| Knowles Corporation | COM | 49926D109 | 92,324 | 6,034,217 | SH | SOLE | 5,277,516 | 0 | 756,701 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 21,162 | 551,823 | SH | SOLE | 482,195 | 0 | 69,628 | ||
| Murphy USA Inc. | COM | 626755102 | 145,453 | 1,957,914 | SH | SOLE | 1,757,465 | 0 | 200,449 | ||
| Newfield Exploration Co. | COM | 651290108 | 187,057 | 6,183,708 | SH | SOLE | 5,583,617 | 0 | 600,091 | ||
| OGE Energy Corp. | COM | 670837103 | 12,347 | 350,680 | SH | SOLE | 306,672 | 0 | 44,008 | ||
| Pentair plc | COM | G7S00T104 | 23,439 | 557,000 | SH | SOLE | 451,504 | 0 | 105,496 | ||
| Polaris Industries Inc. | COM | 731068102 | 133,125 | 1,089,577 | SH | SOLE | 980,839 | 0 | 108,738 | ||
| Sanderson Farms Inc. | COM | 800013104 | 30,070 | 285,970 | SH | SOLE | 272,440 | 0 | 13,530 | ||
| Thor Industries Inc. | COM | 885160101 | 115,904 | 1,190,106 | SH | SOLE | 1,073,036 | 0 | 117,070 | ||
| Timken Co. | COM | 887389104 | 160,632 | 3,688,450 | SH | SOLE | 3,311,873 | 0 | 376,577 | ||
| Travelport Worldwide Limited | COM | G9019D104 | 14,206 | 766,219 | SH | SOLE | 736,750 | 0 | 29,469 | ||
| Trinity Industries Inc. | COM | 896522109 | 151,234 | 4,414,299 | SH | SOLE | 3,973,552 | 0 | 440,747 | ||
| Western Union Co. | COM | 959802109 | 115,943 | 5,703,053 | SH | SOLE | 5,020,137 | 0 | 682,916 | ||
| WestRock Co | COM | 96145D105 | 76,356 | 1,339,102 | SH | SOLE | 1,174,039 | 0 | 165,063 | ||