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 | 21,212 | 948,242 | SH | SOLE | 876,942 | 0 | 71,300 | ||
| AGCO Corp. | COM | 001084102 | 50,630 | 655,408 | SH | SOLE | 573,691 | 0 | 81,717 | ||
| Belden Inc | COM | 077454106 | 26,303 | 478,231 | SH | SOLE | 442,507 | 0 | 35,724 | ||
| Brink's Co. | COM | 109696104 | 70,090 | 772,935 | SH | SOLE | 676,405 | 0 | 96,530 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 28,453 | 230,315 | SH | SOLE | 203,656 | 0 | 26,659 | ||
| Centene Corp. | COM | 15135B101 | 36,116 | 574,458 | SH | SOLE | 475,540 | 0 | 98,918 | ||
| Clean Harbors Inc. | COM | 184496107 | 52,442 | 611,567 | SH | SOLE | 535,027 | 0 | 76,540 | ||
| Crane Co | COM | 224399105 | 50,554 | 585,249 | SH | SOLE | 505,012 | 0 | 80,237 | ||
| Darling Ingredients Inc. | COM | 237266101 | 85,202 | 3,034,269 | SH | SOLE | 2,658,654 | 0 | 375,615 | ||
| Dycom Industries Inc | COM | 267475101 | 72,353 | 1,534,528 | SH | SOLE | 1,336,843 | 0 | 197,685 | ||
| Encana Corp | COM | 292505104 | 28,623 | 6,103,008 | SH | SOLE | 5,316,581 | 0 | 786,427 | ||
| Enerpac Tool Group | COM | 00508X203 | 23,144 | 889,112 | SH | SOLE | 821,409 | 0 | 67,703 | ||
| Extended Stay America, Inc. | COM | 30224P200 | 60,245 | 4,054,164 | SH | SOLE | 3,539,367 | 0 | 514,797 | ||
| First Horizon National Corp | COM | 320517105 | 16,239 | 980,643 | SH | SOLE | 773,806 | 0 | 206,837 | ||
| Hanesbrands Inc. | COM | 410345102 | 23,618 | 1,590,457 | SH | SOLE | 1,220,040 | 0 | 370,417 | ||
| Hill-Rom Holdings Inc. | COM | 431475102 | 28,151 | 247,958 | SH | SOLE | 229,372 | 0 | 18,586 | ||
| IDEX Corp. | COM | 45167R104 | 19,450 | 113,082 | SH | SOLE | 88,883 | 0 | 24,199 | ||
| Knowles Corporation | COM | 49926D109 | 19,868 | 939,391 | SH | SOLE | 737,203 | 0 | 202,188 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 36,325 | 950,424 | SH | SOLE | 890,033 | 0 | 60,391 | ||
| Murphy USA Inc. | COM | 626755102 | 26,606 | 227,401 | SH | SOLE | 196,250 | 0 | 31,151 | ||
| Polaris Inc. | COM | 731068102 | 42,235 | 415,286 | SH | SOLE | 354,882 | 0 | 60,404 | ||
| Russell 2000 Index Fund | COM | 464287655 | 1,102 | 6,649 | SH | SOLE | 5,601 | 0 | 1,048 | ||
| S&P Midcap 400 Dep Rec Spdrs | COM | 78467Y107 | 1,215 | 3,236 | SH | SOLE | 3,236 | 0 | 0 | ||
| Sanderson Farms Inc. | COM | 800013104 | 25,050 | 142,150 | SH | SOLE | 131,382 | 0 | 10,768 | ||
| SEI Investments Co | COM | 784117103 | 10,196 | 155,709 | SH | SOLE | 122,205 | 0 | 33,504 | ||
| Stepan Co | COM | 858586100 | 18,229 | 177,952 | SH | SOLE | 165,141 | 0 | 12,811 | ||
| Thor Industries Inc. | COM | 885160101 | 48,277 | 649,842 | SH | SOLE | 560,545 | 0 | 89,297 | ||
| Timken Co. | COM | 887389104 | 70,163 | 1,246,014 | SH | SOLE | 1,089,575 | 0 | 156,439 | ||
| Trinity Industries Inc. | COM | 896522109 | 45,094 | 2,035,852 | SH | SOLE | 1,754,870 | 0 | 280,982 | ||
| Watsco Inc | COM | 942622200 | 8,823 | 48,977 | SH | SOLE | 38,182 | 0 | 10,795 | ||
| Western Union Co. | COM | 959802109 | 25,098 | 937,188 | SH | SOLE | 773,526 | 0 | 163,662 | ||
| WestRock Co | COM | 96145D105 | 26,551 | 618,757 | SH | SOLE | 487,268 | 0 | 131,489 | ||