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 | 39,439 | 1,413,567 | SH | SOLE | 1,339,357 | 0 | 74,210 | ||
| Aegion Corp. | COM | 00770F104 | 42,760 | 1,684,781 | SH | SOLE | 1,593,880 | 0 | 90,901 | ||
| AGCO Corp. | COM | 001084102 | 86,723 | 1,426,607 | SH | SOLE | 1,251,947 | 0 | 174,660 | ||
| Belden Inc | COM | 077454106 | 27,304 | 382,349 | SH | SOLE | 365,263 | 0 | 17,086 | ||
| Brink's Co. | COM | 109696104 | 134,492 | 1,928,207 | SH | SOLE | 1,691,652 | 0 | 236,555 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 65,926 | 499,625 | SH | SOLE | 434,199 | 0 | 65,426 | ||
| Centene Corp. | COM | 15135B101 | 84,829 | 585,919 | SH | SOLE | 490,504 | 0 | 95,415 | ||
| Clean Harbors Inc. | COM | 184496107 | 122,815 | 1,715,774 | SH | SOLE | 1,503,662 | 0 | 212,112 | ||
| CommScope Holdings Company, In | COM | 20337X109 | 38,001 | 1,235,416 | SH | SOLE | 1,029,389 | 0 | 206,027 | ||
| Crane Co | COM | 224399105 | 23,021 | 234,076 | SH | SOLE | 217,108 | 0 | 16,968 | ||
| Darling Ingredients Inc. | COM | 237266101 | 144,946 | 7,502,385 | SH | SOLE | 6,600,586 | 0 | 901,799 | ||
| Diebold Nixdorf Incorporated | COM | 253651103 | 20,757 | 4,612,762 | SH | SOLE | 4,050,061 | 0 | 562,701 | ||
| Discover Financial Services | COM | 254709108 | 3,096 | 40,502 | SH | SOLE | 40,502 | 0 | 0 | ||
| Dycom Industries Inc | COM | 267475101 | 110,670 | 1,308,159 | SH | SOLE | 1,149,522 | 0 | 158,637 | ||
| Extended Stay America, Inc. | COM | 30224P200 | 105,013 | 5,190,973 | SH | SOLE | 4,599,196 | 0 | 591,777 | ||
| Federal Signal Corp | COM | 313855108 | 25,716 | 960,268 | SH | SOLE | 960,268 | 0 | 0 | ||
| Flowserve Corp. | COM | 34354P105 | 46,386 | 848,170 | SH | SOLE | 690,039 | 0 | 158,131 | ||
| Hanesbrands Inc. | COM | 410345102 | 68,777 | 3,731,802 | SH | SOLE | 3,088,141 | 0 | 643,661 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 42,221 | 447,256 | SH | SOLE | 424,016 | 0 | 23,240 | ||
| IDEX Corp. | COM | 45167R104 | 54,334 | 360,643 | SH | SOLE | 298,985 | 0 | 61,658 | ||
| Knowles Corporation | COM | 49926D109 | 59,178 | 3,560,667 | SH | SOLE | 2,954,993 | 0 | 605,674 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 23,302 | 748,068 | SH | SOLE | 673,114 | 0 | 74,954 | ||
| Murphy USA Inc. | COM | 626755102 | 71,554 | 837,282 | SH | SOLE | 730,425 | 0 | 106,857 | ||
| Newfield Exploration Co. | COM | 651290108 | 137,939 | 4,784,550 | SH | SOLE | 4,204,614 | 0 | 579,936 | ||
| Pentair plc | COM | G7S00T104 | 19,838 | 457,626 | SH | SOLE | 360,775 | 0 | 96,851 | ||
| Polaris Industries Inc. | COM | 731068102 | 75,902 | 751,876 | SH | SOLE | 653,290 | 0 | 98,586 | ||
| Sanderson Farms Inc. | COM | 800013104 | 39,579 | 382,882 | SH | SOLE | 364,473 | 0 | 18,409 | ||
| Thor Industries Inc. | COM | 885160101 | 77,447 | 925,298 | SH | SOLE | 806,917 | 0 | 118,381 | ||
| Timken Co. | COM | 887389104 | 133,725 | 2,682,550 | SH | SOLE | 2,337,931 | 0 | 344,619 | ||
| Travelport Worldwide Limited | COM | G9019D104 | 30,409 | 1,802,564 | SH | SOLE | 1,723,943 | 0 | 78,621 | ||
| Trinity Industries Inc. | COM | 896522109 | 110,768 | 3,023,138 | SH | SOLE | 2,635,851 | 0 | 387,287 | ||
| Western Union Co. | COM | 959802109 | 71,761 | 3,765,022 | SH | SOLE | 3,144,246 | 0 | 620,776 | ||
| WestRock Co | COM | 96145D105 | 48,448 | 906,592 | SH | SOLE | 753,702 | 0 | 152,890 | ||