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 | 27,848 | 1,142,705 | SH | SOLE | 1,064,835 | 0 | 77,870 | ||
| Aegion Corp. | COM | 00770F104 | 23,447 | 1,334,482 | SH | SOLE | 1,244,820 | 0 | 89,662 | ||
| AGCO Corp. | COM | 001084102 | 61,465 | 883,749 | SH | SOLE | 741,565 | 0 | 142,184 | ||
| Belden Inc | COM | 077454106 | 21,495 | 400,276 | SH | SOLE | 374,124 | 0 | 26,152 | ||
| Brink's Co. | COM | 109696104 | 92,245 | 1,223,247 | SH | SOLE | 1,029,293 | 0 | 193,954 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 37,013 | 356,955 | SH | SOLE | 296,677 | 0 | 60,278 | ||
| Centene Corp. | COM | 15135B101 | 45,165 | 850,570 | SH | SOLE | 664,167 | 0 | 186,403 | ||
| Clean Harbors Inc. | COM | 184496107 | 83,693 | 1,170,035 | SH | SOLE | 982,366 | 0 | 187,669 | ||
| Crane Co | COM | 224399105 | 35,307 | 417,244 | SH | SOLE | 351,816 | 0 | 65,428 | ||
| Darling Ingredients Inc. | COM | 237266101 | 93,784 | 4,331,832 | SH | SOLE | 3,642,328 | 0 | 689,504 | ||
| Discover Financial Services | COM | 254709108 | 2,759 | 38,768 | SH | SOLE | 38,768 | 0 | 0 | ||
| Dycom Industries Inc | COM | 267475101 | 79,428 | 1,728,959 | SH | SOLE | 1,454,105 | 0 | 274,854 | ||
| Encana Corp | COM | 292505104 | 65,925 | 9,105,688 | SH | SOLE | 7,652,849 | 0 | 1,452,839 | ||
| Extended Stay America, Inc. | COM | 30224P200 | 79,445 | 4,425,884 | SH | SOLE | 3,721,528 | 0 | 704,356 | ||
| Federal Signal Corp | COM | 313855108 | 12,447 | 478,932 | SH | SOLE | 478,932 | 0 | 0 | ||
| Hanesbrands Inc. | COM | 410345102 | 40,692 | 2,275,820 | SH | SOLE | 1,718,772 | 0 | 557,048 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 30,020 | 283,581 | SH | SOLE | 264,497 | 0 | 19,084 | ||
| IDEX Corp. | COM | 45167R104 | 36,433 | 240,103 | SH | SOLE | 183,458 | 0 | 56,645 | ||
| Knowles Corporation | COM | 49926D109 | 39,240 | 2,225,773 | SH | SOLE | 1,679,864 | 0 | 545,909 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 42,366 | 1,630,726 | SH | SOLE | 1,535,599 | 0 | 95,127 | ||
| Murphy USA Inc. | COM | 626755102 | 44,749 | 522,642 | SH | SOLE | 434,224 | 0 | 88,418 | ||
| Polaris Industries Inc. | COM | 731068102 | 48,963 | 579,920 | SH | SOLE | 482,107 | 0 | 97,813 | ||
| Sanderson Farms Inc. | COM | 800013104 | 34,178 | 259,237 | SH | SOLE | 241,745 | 0 | 17,492 | ||
| SEI Investments Co | COM | 784117103 | 8,975 | 171,763 | SH | SOLE | 130,084 | 0 | 41,679 | ||
| Stepan Co | COM | 858586100 | 15,462 | 176,667 | SH | SOLE | 164,774 | 0 | 11,893 | ||
| Thor Industries Inc. | COM | 885160101 | 60,017 | 962,267 | SH | SOLE | 797,927 | 0 | 164,340 | ||
| Timken Co. | COM | 887389104 | 88,609 | 2,031,379 | SH | SOLE | 1,696,725 | 0 | 334,654 | ||
| Trinity Industries Inc. | COM | 896522109 | 53,411 | 2,457,931 | SH | SOLE | 2,039,893 | 0 | 418,038 | ||
| Watsco Inc | COM | 942622200 | 8,482 | 59,229 | SH | SOLE | 44,796 | 0 | 14,433 | ||
| Western Union Co. | COM | 959802109 | 47,107 | 2,550,481 | SH | SOLE | 1,978,186 | 0 | 572,295 | ||
| WestRock Co | COM | 96145D105 | 36,197 | 943,868 | SH | SOLE | 714,767 | 0 | 229,101 | ||