<?xml version="1.0" encoding="UTF-8"?>
<informationTable xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<infoTable>
<nameOfIssuer>Bob Evan Farms Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>096761101</cusip>
<value>688</value>
<shrsOrPrnAmt>
<sshPrnamt>13748</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>8265</Sole>
<Shared>5483</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Genesco Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>371532102</cusip>
<value>7745</value>
<shrsOrPrnAmt>
<sshPrnamt>94303</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>33925</Sole>
<Shared>60378</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Genesis Energy L.P.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>371927104</cusip>
<value>244</value>
<shrsOrPrnAmt>
<sshPrnamt>4350</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4350</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Gildan Activewear</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>375916103</cusip>
<value>24487</value>
<shrsOrPrnAmt>
<sshPrnamt>415875</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>174003</Sole>
<Shared>241872</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Gilead Sciences Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>375558103</cusip>
<value>2651</value>
<shrsOrPrnAmt>
<sshPrnamt>31975</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2604</Sole>
<Shared>29371</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Glaxosmithkline PLC-ADR</nameOfIssuer>
<titleOfClass>-Common ADR P4</titleOfClass>
<cusip>37733W105</cusip>
<value>241</value>
<shrsOrPrnAmt>
<sshPrnamt>4510</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4510</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Globus Medical Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>379577208</cusip>
<value>11498</value>
<shrsOrPrnAmt>
<sshPrnamt>480680</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>149297</Sole>
<Shared>331383</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Goodrich Petroleum</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>382410405</cusip>
<value>9182</value>
<shrsOrPrnAmt>
<sshPrnamt>332680</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>119175</Sole>
<Shared>213505</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Google Inc Class A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>38259P508</cusip>
<value>8353</value>
<shrsOrPrnAmt>
<sshPrnamt>14286</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>737</Sole>
<Shared>13549</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Google Inc Class C</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>38259P706</cusip>
<value>36599</value>
<shrsOrPrnAmt>
<sshPrnamt>63620</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>22539</Sole>
<Shared>41081</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Graco Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>384109104</cusip>
<value>810</value>
<shrsOrPrnAmt>
<sshPrnamt>10378</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>10378</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Grainger WW Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>384802104</cusip>
<value>16187</value>
<shrsOrPrnAmt>
<sshPrnamt>63662</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1284</Sole>
<Shared>62378</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Great Lakes Dedge &amp; Dock</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>390607109</cusip>
<value>14654</value>
<shrsOrPrnAmt>
<sshPrnamt>1834027</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>659107</Sole>
<Shared>1174920</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Guess Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>401617105</cusip>
<value>1744</value>
<shrsOrPrnAmt>
<sshPrnamt>64599</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>16853</Sole>
<Shared>47746</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Guggenheim S&amp;P Equal Weight ETF</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>78355W106</cusip>
<value>2237</value>
<shrsOrPrnAmt>
<sshPrnamt>29166</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>29166</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Guidewire Software Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>40171V100</cusip>
<value>27734</value>
<shrsOrPrnAmt>
<sshPrnamt>682091</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>169530</Sole>
<Shared>512561</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>H.B. Fuller Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>359694106</cusip>
<value>13575</value>
<shrsOrPrnAmt>
<sshPrnamt>282234</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>94565</Sole>
<Shared>187669</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Haemonetics Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>405024100</cusip>
<value>490</value>
<shrsOrPrnAmt>
<sshPrnamt>13893</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>8395</Sole>
<Shared>5498</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Halliburton Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>406216101</cusip>
<value>17964</value>
<shrsOrPrnAmt>
<sshPrnamt>252984</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>101465</Sole>
<Shared>151519</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Hancock Holding Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>410120109</cusip>
<value>16005</value>
<shrsOrPrnAmt>
<sshPrnamt>453154</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>148692</Sole>
<Shared>304462</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Hanger Orthopedic Group Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>41043F208</cusip>
<value>13421</value>
<shrsOrPrnAmt>
<sshPrnamt>426752</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>142325</Sole>
<Shared>284427</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Harley-Davidson Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>412822108</cusip>
<value>746</value>
<shrsOrPrnAmt>
<sshPrnamt>10678</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>10678</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Harman International</nameOfIssuer>
<titleOfClass>-Common Stk P2</titleOfClass>
<cusip>413086109</cusip>
<value>10777</value>
<shrsOrPrnAmt>
<sshPrnamt>100319</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>31970</Sole>
<Shared>68349</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Harsco Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>415864107</cusip>
<value>1244</value>
<shrsOrPrnAmt>
<sshPrnamt>46725</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>27861</Sole>
<Shared>18864</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>HCC Insurance Holdings</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>404132102</cusip>
<value>647</value>
<shrsOrPrnAmt>
<sshPrnamt>13215</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1535</Sole>
<Shared>11680</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>HCP Inc</nameOfIssuer>
<titleOfClass>-REIT</titleOfClass>
<cusip>40414L109</cusip>
<value>297</value>
<shrsOrPrnAmt>
<sshPrnamt>7172</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7172</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Healthways Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>422245100</cusip>
<value>6523</value>
<shrsOrPrnAmt>
<sshPrnamt>371905</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>129205</Sole>
<Shared>242700</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Heartland Payment Systems Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>42235N108</cusip>
<value>4361</value>
<shrsOrPrnAmt>
<sshPrnamt>105817</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>37935</Sole>
<Shared>67882</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Hershey Foods Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>427866108</cusip>
<value>662</value>
<shrsOrPrnAmt>
<sshPrnamt>6798</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>605</Sole>
<Shared>6193</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Hewlett Packard</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>428236103</cusip>
<value>317</value>
<shrsOrPrnAmt>
<sshPrnamt>9400</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>9400</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Hill-Rom Holdings Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>431475102</cusip>
<value>605</value>
<shrsOrPrnAmt>
<sshPrnamt>14583</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>8825</Sole>
<Shared>5758</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Hillenbrand Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>431571108</cusip>
<value>969</value>
<shrsOrPrnAmt>
<sshPrnamt>29710</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>17842</Sole>
<Shared>11868</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Hillshire Brands Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>432589109</cusip>
<value>248</value>
<shrsOrPrnAmt>
<sshPrnamt>3976</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3976</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Hologic Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>436440101</cusip>
<value>49510</value>
<shrsOrPrnAmt>
<sshPrnamt>1953060</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>463132</Sole>
<Shared>1489928</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Home Depot Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>437076102</cusip>
<value>2502</value>
<shrsOrPrnAmt>
<sshPrnamt>30906</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>30906</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Home Properties of New York, Inc</nameOfIssuer>
<titleOfClass>-REIT</titleOfClass>
<cusip>437306103</cusip>
<value>3445</value>
<shrsOrPrnAmt>
<sshPrnamt>53861</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1745</Sole>
<Shared>52116</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Honeywell International Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>438516106</cusip>
<value>32414</value>
<shrsOrPrnAmt>
<sshPrnamt>348723</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>100717</Sole>
<Shared>248006</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Hospira Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>441060100</cusip>
<value>56708</value>
<shrsOrPrnAmt>
<sshPrnamt>1103911</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>231456</Sole>
<Shared>872455</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>HSBC Holding Plc 6.2 Pfd</nameOfIssuer>
<titleOfClass>-Preferred Stk</titleOfClass>
<cusip>404280604</cusip>
<value>241</value>
<shrsOrPrnAmt>
<sshPrnamt>9500</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>9500</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Hugoton Royalty Trust</nameOfIssuer>
<titleOfClass>-Other - Stock</titleOfClass>
<cusip>444717102</cusip>
<value>487</value>
<shrsOrPrnAmt>
<sshPrnamt>44390</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>44390</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Huron Consulting Group Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>447462102</cusip>
<value>15261</value>
<shrsOrPrnAmt>
<sshPrnamt>215492</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>64358</Sole>
<Shared>151134</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Iberiabank Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>450828108</cusip>
<value>11199</value>
<shrsOrPrnAmt>
<sshPrnamt>161853</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>56390</Sole>
<Shared>105463</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IBM</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>459200101</cusip>
<value>13953</value>
<shrsOrPrnAmt>
<sshPrnamt>76972</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1985</Sole>
<Shared>74987</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Iconix Brand Group Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>451055107</cusip>
<value>19013</value>
<shrsOrPrnAmt>
<sshPrnamt>442782</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>133885</Sole>
<Shared>308897</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Idex Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>45167R104</cusip>
<value>8502</value>
<shrsOrPrnAmt>
<sshPrnamt>105305</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>39026</Sole>
<Shared>66279</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Idexx Labs Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>45168D104</cusip>
<value>601</value>
<shrsOrPrnAmt>
<sshPrnamt>4500</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4500</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IHS Inc Class A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>451734107</cusip>
<value>48735</value>
<shrsOrPrnAmt>
<sshPrnamt>359219</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>70576</Sole>
<Shared>288643</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Illinois Tool Works Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>452308109</cusip>
<value>39196</value>
<shrsOrPrnAmt>
<sshPrnamt>447646</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>5834</Sole>
<Shared>441812</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Industrial Select Sector SPDR Fund</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>81369Y704</cusip>
<value>411</value>
<shrsOrPrnAmt>
<sshPrnamt>7600</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7600</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ingredion Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>457187102</cusip>
<value>1293</value>
<shrsOrPrnAmt>
<sshPrnamt>17225</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1837</Sole>
<Shared>15388</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Innophos Holdings Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>45774N108</cusip>
<value>10433</value>
<shrsOrPrnAmt>
<sshPrnamt>181218</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>59535</Sole>
<Shared>121683</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Innospec Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>45768S105</cusip>
<value>19281</value>
<shrsOrPrnAmt>
<sshPrnamt>446637</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>151722</Sole>
<Shared>294915</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Integrated Device Tech Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>458118106</cusip>
<value>1367</value>
<shrsOrPrnAmt>
<sshPrnamt>88436</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>9490</Sole>
<Shared>78946</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Integrys Energy Group Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>45822P105</cusip>
<value>803</value>
<shrsOrPrnAmt>
<sshPrnamt>11292</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>11292</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Intel Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>458140100</cusip>
<value>5575</value>
<shrsOrPrnAmt>
<sshPrnamt>180416</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>3132</Sole>
<Shared>177284</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Intersil Holding Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>46069S109</cusip>
<value>5340</value>
<shrsOrPrnAmt>
<sshPrnamt>357176</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>126391</Sole>
<Shared>230785</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Invesco LTD</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>G491BT108</cusip>
<value>5635</value>
<shrsOrPrnAmt>
<sshPrnamt>149281</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>7355</Sole>
<Shared>141926</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Investors Bancorp Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>46146L101</cusip>
<value>11595</value>
<shrsOrPrnAmt>
<sshPrnamt>1049286</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>376612</Sole>
<Shared>672674</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ipath Dow Jones-UBS Commdty</nameOfIssuer>
<titleOfClass>-ETF Other</titleOfClass>
<cusip>06738C778</cusip>
<value>970</value>
<shrsOrPrnAmt>
<sshPrnamt>24600</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>24600</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ishares Barclay Tips Bond</nameOfIssuer>
<titleOfClass>-ETF Fixed</titleOfClass>
<cusip>464287176</cusip>
<value>420</value>
<shrsOrPrnAmt>
<sshPrnamt>3640</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3640</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ishares Comex Gold Trust</nameOfIssuer>
<titleOfClass>-ETF Other</titleOfClass>
<cusip>464285105</cusip>
<value>3683</value>
<shrsOrPrnAmt>
<sshPrnamt>285984</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>285984</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ishares Iboxx Inv Gr Corp Bd</nameOfIssuer>
<titleOfClass>-ETF Fixed+Yld</titleOfClass>
<cusip>464287242</cusip>
<value>817</value>
<shrsOrPrnAmt>
<sshPrnamt>6848</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6848</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ishares Lehman 20+ yr Treas</nameOfIssuer>
<titleOfClass>-ETF Fixed+Yld</titleOfClass>
<cusip>464287432</cusip>
<value>806</value>
<shrsOrPrnAmt>
<sshPrnamt>7100</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7100</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares Lehman AGG Bond Fd</nameOfIssuer>
<titleOfClass>-ETF Fixed</titleOfClass>
<cusip>464287226</cusip>
<value>230</value>
<shrsOrPrnAmt>
<sshPrnamt>2100</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>2100</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares MSCI EAFE Index Fund</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287465</cusip>
<value>6628</value>
<shrsOrPrnAmt>
<sshPrnamt>96948</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>300</Sole>
<Shared>96648</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares MSCI Emerging Markets Index</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287234</cusip>
<value>1098</value>
<shrsOrPrnAmt>
<sshPrnamt>25395</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>25395</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ishares MSci Pacific Ex JPN</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464286665</cusip>
<value>603</value>
<shrsOrPrnAmt>
<sshPrnamt>12237</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>12237</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares Nasdaq Biotech Indx</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287556</cusip>
<value>309</value>
<shrsOrPrnAmt>
<sshPrnamt>1202</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>1202</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>J.M. Smucker Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>832696405</cusip>
<value>33182</value>
<shrsOrPrnAmt>
<sshPrnamt>311365</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>59023</Sole>
<Shared>252342</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Kinder Morgan Energy Prtnrs</nameOfIssuer>
<titleOfClass>-Other - Stock</titleOfClass>
<cusip>494550106</cusip>
<value>2221</value>
<shrsOrPrnAmt>
<sshPrnamt>27014</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>240</Sole>
<Shared>26774</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Potlatch Corp (REIT)</nameOfIssuer>
<titleOfClass>-REIT</titleOfClass>
<cusip>737630103</cusip>
<value>7556</value>
<shrsOrPrnAmt>
<sshPrnamt>182504</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>800</Sole>
<Shared>181704</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Powershares QQQ Trust</nameOfIssuer>
<titleOfClass>-Mutual Equity</titleOfClass>
<cusip>73935A104</cusip>
<value>562</value>
<shrsOrPrnAmt>
<sshPrnamt>5983</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>5983</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>PPG Industries</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>693506107</cusip>
<value>530</value>
<shrsOrPrnAmt>
<sshPrnamt>2520</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>2520</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Praxair Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>74005P104</cusip>
<value>577</value>
<shrsOrPrnAmt>
<sshPrnamt>4340</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4340</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Precision Castparts Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>740189105</cusip>
<value>25806</value>
<shrsOrPrnAmt>
<sshPrnamt>102242</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>37012</Sole>
<Shared>65230</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Preformed Line Products Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>740444104</cusip>
<value>3128</value>
<shrsOrPrnAmt>
<sshPrnamt>58111</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>21333</Sole>
<Shared>36778</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Procter &amp; Gamble</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>742718109</cusip>
<value>12076</value>
<shrsOrPrnAmt>
<sshPrnamt>153658</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2893</Sole>
<Shared>150765</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Progressive Corp Ohio</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>743315103</cusip>
<value>3534</value>
<shrsOrPrnAmt>
<sshPrnamt>139357</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>139357</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>PTC Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>69370C100</cusip>
<value>18452</value>
<shrsOrPrnAmt>
<sshPrnamt>475569</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>158030</Sole>
<Shared>317539</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>PVH Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>693656100</cusip>
<value>588</value>
<shrsOrPrnAmt>
<sshPrnamt>5045</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>305</Sole>
<Shared>4740</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Qualcomm Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>747525103</cusip>
<value>26129</value>
<shrsOrPrnAmt>
<sshPrnamt>329908</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>5126</Sole>
<Shared>324782</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Radisys Corp</nameOfIssuer>
<titleOfClass>-Common Stk P0</titleOfClass>
<cusip>750459109</cusip>
<value>996</value>
<shrsOrPrnAmt>
<sshPrnamt>285281</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>108642</Sole>
<Shared>176639</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Range Resources Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>75281A109</cusip>
<value>1037</value>
<shrsOrPrnAmt>
<sshPrnamt>11925</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>11925</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Raymond James Financial, Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>754730109</cusip>
<value>954</value>
<shrsOrPrnAmt>
<sshPrnamt>18808</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2020</Sole>
<Shared>16788</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Raytheon Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>755111507</cusip>
<value>268</value>
<shrsOrPrnAmt>
<sshPrnamt>2909</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>2909</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Red Hat Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>756577102</cusip>
<value>14967</value>
<shrsOrPrnAmt>
<sshPrnamt>270806</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>106898</Sole>
<Shared>163908</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Regal-Beloit Corporation.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>758750103</cusip>
<value>12764</value>
<shrsOrPrnAmt>
<sshPrnamt>162474</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>53854</Sole>
<Shared>108620</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Regeneron Pharmaceuticals</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>75886F107</cusip>
<value>307</value>
<shrsOrPrnAmt>
<sshPrnamt>1088</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>1088</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Reinsurance Group of America</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>759351604</cusip>
<value>31998</value>
<shrsOrPrnAmt>
<sshPrnamt>405548</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>112252</Sole>
<Shared>293296</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Riverbed Technology Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>768573107</cusip>
<value>26921</value>
<shrsOrPrnAmt>
<sshPrnamt>1304955</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>441101</Sole>
<Shared>863854</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Rockwell Collins Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>774341101</cusip>
<value>248</value>
<shrsOrPrnAmt>
<sshPrnamt>3175</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3175</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Rogers Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>775133101</cusip>
<value>11677</value>
<shrsOrPrnAmt>
<sshPrnamt>175997</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>58961</Sole>
<Shared>117036</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Roper Industries Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>776696106</cusip>
<value>67996</value>
<shrsOrPrnAmt>
<sshPrnamt>465691</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>74536</Sole>
<Shared>391155</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Rosetta Resources Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>777779307</cusip>
<value>12615</value>
<shrsOrPrnAmt>
<sshPrnamt>229991</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>72569</Sole>
<Shared>157422</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Rosetta Stone Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>777780107</cusip>
<value>97</value>
<shrsOrPrnAmt>
<sshPrnamt>10000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>10000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ross Stores, Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>778296103</cusip>
<value>245</value>
<shrsOrPrnAmt>
<sshPrnamt>3700</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3700</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Rovi Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>779376102</cusip>
<value>12963</value>
<shrsOrPrnAmt>
<sshPrnamt>541014</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>172020</Sole>
<Shared>368994</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Royal Dutch Shell PLC-ADR</nameOfIssuer>
<titleOfClass>-Common ADR P4</titleOfClass>
<cusip>780259206</cusip>
<value>1175</value>
<shrsOrPrnAmt>
<sshPrnamt>14260</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>14260</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>S &amp; P 500 Depositary Receipt</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>78462F103</cusip>
<value>3539</value>
<shrsOrPrnAmt>
<sshPrnamt>18083</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>18083</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Salesforce com</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>79466L302</cusip>
<value>374</value>
<shrsOrPrnAmt>
<sshPrnamt>6439</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>192</Sole>
<Shared>6247</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>SandRidge Mississippian Trust II</nameOfIssuer>
<titleOfClass>-Other - Stock</titleOfClass>
<cusip>80007V106</cusip>
<value>556</value>
<shrsOrPrnAmt>
<sshPrnamt>69227</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1000</Sole>
<Shared>68227</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Schlumberger Ltd.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>806857108</cusip>
<value>60841</value>
<shrsOrPrnAmt>
<sshPrnamt>515818</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>98663</Sole>
<Shared>417155</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>SEI Investments Company</nameOfIssuer>
<titleOfClass>-Common Stk P2</titleOfClass>
<cusip>784117103</cusip>
<value>221</value>
<shrsOrPrnAmt>
<sshPrnamt>6732</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6732</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Sempra Energy</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>816851109</cusip>
<value>308</value>
<shrsOrPrnAmt>
<sshPrnamt>2946</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>2946</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Seneca Foods Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>817070501</cusip>
<value>396</value>
<shrsOrPrnAmt>
<sshPrnamt>12927</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>7790</Sole>
<Shared>5137</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Sensient Technologies Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>81725T100</cusip>
<value>1547</value>
<shrsOrPrnAmt>
<sshPrnamt>27761</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>8750</Sole>
<Shared>19011</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Sherwin Williams</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>824348106</cusip>
<value>3346</value>
<shrsOrPrnAmt>
<sshPrnamt>16171</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>16171</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Sigma-Aldrich</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>826552101</cusip>
<value>11903</value>
<shrsOrPrnAmt>
<sshPrnamt>117295</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>117295</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Signet Jewelers LTD</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>G81276100</cusip>
<value>16459</value>
<shrsOrPrnAmt>
<sshPrnamt>148825</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>148825</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Silgan Holdings Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>827048109</cusip>
<value>12207</value>
<shrsOrPrnAmt>
<sshPrnamt>240193</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>81120</Sole>
<Shared>159073</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Simmons First Natl Corp-Cl A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>828730200</cusip>
<value>1286</value>
<shrsOrPrnAmt>
<sshPrnamt>32655</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>19525</Sole>
<Shared>13130</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Skechers USA Inc- Cl A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>830566105</cusip>
<value>13258</value>
<shrsOrPrnAmt>
<sshPrnamt>290103</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>95773</Sole>
<Shared>194330</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Skyworks Solutions Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>83088M102</cusip>
<value>1656</value>
<shrsOrPrnAmt>
<sshPrnamt>35263</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>3838</Sole>
<Shared>31425</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Snap-On Incorporated</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>833034101</cusip>
<value>2583</value>
<shrsOrPrnAmt>
<sshPrnamt>21796</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>705</Sole>
<Shared>21091</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Snyders-Lance Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>833551104</cusip>
<value>428</value>
<shrsOrPrnAmt>
<sshPrnamt>16170</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>16170</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Southern Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>842587107</cusip>
<value>564</value>
<shrsOrPrnAmt>
<sshPrnamt>12424</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>12424</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>SPDR DJIA ETF Trust</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>78467X109</cusip>
<value>924</value>
<shrsOrPrnAmt>
<sshPrnamt>5502</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>5502</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>SPDR Gold Trust</nameOfIssuer>
<titleOfClass>-ETF Other</titleOfClass>
<cusip>78463V107</cusip>
<value>20897</value>
<shrsOrPrnAmt>
<sshPrnamt>163207</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>150</Sole>
<Shared>163057</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>SPDR S&amp;P Midcap 400 Dep ETF Trust</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>78467Y107</cusip>
<value>1074</value>
<shrsOrPrnAmt>
<sshPrnamt>4124</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4124</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Spectra Energy Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>847560109</cusip>
<value>296</value>
<shrsOrPrnAmt>
<sshPrnamt>6971</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6971</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>St Jude Medical Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>790849103</cusip>
<value>3990</value>
<shrsOrPrnAmt>
<sshPrnamt>57622</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>875</Sole>
<Shared>56747</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Stanley Black &amp; Decker Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>854502101</cusip>
<value>560</value>
<shrsOrPrnAmt>
<sshPrnamt>6375</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6375</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Starbucks Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>855244109</cusip>
<value>1334</value>
<shrsOrPrnAmt>
<sshPrnamt>17241</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>17241</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>State Street Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>857477103</cusip>
<value>340</value>
<shrsOrPrnAmt>
<sshPrnamt>5050</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>5050</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Stericycle Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>858912108</cusip>
<value>48632</value>
<shrsOrPrnAmt>
<sshPrnamt>410673</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>90509</Sole>
<Shared>320164</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Stoneridge Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>86183P102</cusip>
<value>11403</value>
<shrsOrPrnAmt>
<sshPrnamt>1063758</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>381076</Sole>
<Shared>682682</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Stryker Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>863667101</cusip>
<value>2781</value>
<shrsOrPrnAmt>
<sshPrnamt>32977</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>32977</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Suntrust Banks</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>867914103</cusip>
<value>298</value>
<shrsOrPrnAmt>
<sshPrnamt>7450</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7450</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Superior Energy Services Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>868157108</cusip>
<value>10766</value>
<shrsOrPrnAmt>
<sshPrnamt>297906</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>90228</Sole>
<Shared>207678</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Surmodics Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>868873100</cusip>
<value>11131</value>
<shrsOrPrnAmt>
<sshPrnamt>519663</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>173070</Sole>
<Shared>346593</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Sykes Enterprises Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>871237103</cusip>
<value>7191</value>
<shrsOrPrnAmt>
<sshPrnamt>330928</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>107785</Sole>
<Shared>223143</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Synchronoss Technologies, Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>87157B103</cusip>
<value>1488</value>
<shrsOrPrnAmt>
<sshPrnamt>42554</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>4556</Sole>
<Shared>37998</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Synnex Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>87162W100</cusip>
<value>1231</value>
<shrsOrPrnAmt>
<sshPrnamt>16903</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1344</Sole>
<Shared>15559</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Sysco Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>871829107</cusip>
<value>375</value>
<shrsOrPrnAmt>
<sshPrnamt>10025</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>10025</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Target Group</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>87612E106</cusip>
<value>743</value>
<shrsOrPrnAmt>
<sshPrnamt>12824</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>200</Sole>
<Shared>12624</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Techne Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>878377100</cusip>
<value>70819</value>
<shrsOrPrnAmt>
<sshPrnamt>765036</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>184396</Sole>
<Shared>580640</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Teradata Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>88076W103</cusip>
<value>858</value>
<shrsOrPrnAmt>
<sshPrnamt>21352</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2250</Sole>
<Shared>19102</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Tessera Technologies Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>88164L100</cusip>
<value>850</value>
<shrsOrPrnAmt>
<sshPrnamt>38480</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>22680</Sole>
<Shared>15800</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Teva Pharmaceutical Industries, Ltd.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>881624209</cusip>
<value>467</value>
<shrsOrPrnAmt>
<sshPrnamt>8901</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>8901</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Texas Instruments Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>882508104</cusip>
<value>643</value>
<shrsOrPrnAmt>
<sshPrnamt>13450</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>13450</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Texas Roadhouse Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>882681109</cusip>
<value>10921</value>
<shrsOrPrnAmt>
<sshPrnamt>420040</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>141624</Sole>
<Shared>278416</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>TFS Financial Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>87240R107</cusip>
<value>807</value>
<shrsOrPrnAmt>
<sshPrnamt>56591</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>34215</Sole>
<Shared>22376</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>The Cato Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>149205106</cusip>
<value>897</value>
<shrsOrPrnAmt>
<sshPrnamt>29040</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>17500</Sole>
<Shared>11540</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Thermo Fisher Scientific Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>883556102</cusip>
<value>219</value>
<shrsOrPrnAmt>
<sshPrnamt>1859</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>1859</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Tibco Software Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>88632Q103</cusip>
<value>845</value>
<shrsOrPrnAmt>
<sshPrnamt>41900</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>25240</Sole>
<Shared>16660</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Tiffany &amp; Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>886547108</cusip>
<value>1607</value>
<shrsOrPrnAmt>
<sshPrnamt>16027</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>16027</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>TJX Cos Inc New</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>872540109</cusip>
<value>20760</value>
<shrsOrPrnAmt>
<sshPrnamt>390589</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>132947</Sole>
<Shared>257642</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Tortoise Energy Infrastuctu</nameOfIssuer>
<titleOfClass>-Other - Stock</titleOfClass>
<cusip>89147L100</cusip>
<value>10155</value>
<shrsOrPrnAmt>
<sshPrnamt>205362</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2450</Sole>
<Shared>202912</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Total Fina elf SA- Spon ADR</nameOfIssuer>
<titleOfClass>-Common ADR P4</titleOfClass>
<cusip>89151E109</cusip>
<value>796</value>
<shrsOrPrnAmt>
<sshPrnamt>11019</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>11019</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Tractor Supply Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>892356106</cusip>
<value>9535</value>
<shrsOrPrnAmt>
<sshPrnamt>157857</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>51345</Sole>
<Shared>106512</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Travelers Companies Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>89417E109</cusip>
<value>691</value>
<shrsOrPrnAmt>
<sshPrnamt>7342</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7342</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Treehouse Foods Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>89469A104</cusip>
<value>64308</value>
<shrsOrPrnAmt>
<sshPrnamt>803153</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>192904</Sole>
<Shared>610249</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Trimas Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>896215209</cusip>
<value>14987</value>
<shrsOrPrnAmt>
<sshPrnamt>393049</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>129906</Sole>
<Shared>263143</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Umpqua Holdings Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>904214103</cusip>
<value>35399</value>
<shrsOrPrnAmt>
<sshPrnamt>1975370</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>535310</Sole>
<Shared>1440060</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Union Pacific Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>907818108</cusip>
<value>4135</value>
<shrsOrPrnAmt>
<sshPrnamt>41452</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>41452</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>United Parcel Service - Cl B</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>911312106</cusip>
<value>7373</value>
<shrsOrPrnAmt>
<sshPrnamt>71824</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>71824</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>United Technologies Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>913017109</cusip>
<value>1679</value>
<shrsOrPrnAmt>
<sshPrnamt>14541</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>14541</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>UnitedHealth Group Incorporated</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>91324P102</cusip>
<value>5553</value>
<shrsOrPrnAmt>
<sshPrnamt>67931</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>4745</Sole>
<Shared>63186</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Unitil Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>913259107</cusip>
<value>399</value>
<shrsOrPrnAmt>
<sshPrnamt>11806</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>7138</Sole>
<Shared>4668</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Universal Electronics</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>913483103</cusip>
<value>12324</value>
<shrsOrPrnAmt>
<sshPrnamt>252132</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>85695</Sole>
<Shared>166437</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Urban Outfitters Ins</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>917047102</cusip>
<value>578</value>
<shrsOrPrnAmt>
<sshPrnamt>17063</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1834</Sole>
<Shared>15229</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Urstadt Biddle- Class A</nameOfIssuer>
<titleOfClass>-REIT</titleOfClass>
<cusip>917286205</cusip>
<value>587</value>
<shrsOrPrnAmt>
<sshPrnamt>28116</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>17005</Sole>
<Shared>11111</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>US Bancorp New</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>902973304</cusip>
<value>5329</value>
<shrsOrPrnAmt>
<sshPrnamt>123014</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>870</Sole>
<Shared>122144</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>UTI Worldwide Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>G87210103</cusip>
<value>4466</value>
<shrsOrPrnAmt>
<sshPrnamt>431937</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>137057</Sole>
<Shared>294880</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Vanguard Emerg Market Vipers</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>922042858</cusip>
<value>7500</value>
<shrsOrPrnAmt>
<sshPrnamt>173887</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1500</Sole>
<Shared>172387</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Vanguard Extended Market ETF</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>922908652</cusip>
<value>1856</value>
<shrsOrPrnAmt>
<sshPrnamt>21152</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>21152</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Vanguard FTSE All -World Ex-U</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>922042775</cusip>
<value>1341</value>
<shrsOrPrnAmt>
<sshPrnamt>25650</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>25650</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Vanguard Growth ETF</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>922908736</cusip>
<value>1306</value>
<shrsOrPrnAmt>
<sshPrnamt>13210</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>4040</Sole>
<Shared>9170</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Vanguard Reit ETF</nameOfIssuer>
<titleOfClass>-ETF Other+Yld</titleOfClass>
<cusip>922908553</cusip>
<value>240</value>
<shrsOrPrnAmt>
<sshPrnamt>3204</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>139</Sole>
<Shared>3065</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Vanguard Total Stock Mkt Etf</nameOfIssuer>
<titleOfClass>-Mutual Equity</titleOfClass>
<cusip>922908769</cusip>
<value>434</value>
<shrsOrPrnAmt>
<sshPrnamt>4260</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4260</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ventas Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>92276F100</cusip>
<value>351</value>
<shrsOrPrnAmt>
<sshPrnamt>5480</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>5480</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Verizon Communications</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>92343V104</cusip>
<value>2833</value>
<shrsOrPrnAmt>
<sshPrnamt>57892</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>57892</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>VF Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>918204108</cusip>
<value>51218</value>
<shrsOrPrnAmt>
<sshPrnamt>812982</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>167795</Sole>
<Shared>645187</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Viacom CL B New</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>92553P201</cusip>
<value>4089</value>
<shrsOrPrnAmt>
<sshPrnamt>47152</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1330</Sole>
<Shared>45822</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Visa Inc Cl A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>92826C839</cusip>
<value>34612</value>
<shrsOrPrnAmt>
<sshPrnamt>164266</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>51424</Sole>
<Shared>112842</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Vishay Intertechnology Inc</nameOfIssuer>
<titleOfClass>-Common Stk P0</titleOfClass>
<cusip>928298108</cusip>
<value>853</value>
<shrsOrPrnAmt>
<sshPrnamt>55060</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>33150</Sole>
<Shared>21910</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Wabco Holdings Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>92927K102</cusip>
<value>26541</value>
<shrsOrPrnAmt>
<sshPrnamt>248466</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>71450</Sole>
<Shared>177016</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Walgreen Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>931422109</cusip>
<value>17780</value>
<shrsOrPrnAmt>
<sshPrnamt>239849</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>3335</Sole>
<Shared>236514</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Walmart Stores</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>931142103</cusip>
<value>2520</value>
<shrsOrPrnAmt>
<sshPrnamt>33569</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>33569</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Washington Federal Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>938824109</cusip>
<value>9403</value>
<shrsOrPrnAmt>
<sshPrnamt>419214</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>149859</Sole>
<Shared>269355</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Waste Management Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>94106L109</cusip>
<value>329</value>
<shrsOrPrnAmt>
<sshPrnamt>7361</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7361</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Watts Water Technologies Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>942749102</cusip>
<value>922</value>
<shrsOrPrnAmt>
<sshPrnamt>14930</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>9025</Sole>
<Shared>5905</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>WD-40 Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>929236107</cusip>
<value>562</value>
<shrsOrPrnAmt>
<sshPrnamt>7477</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>595</Sole>
<Shared>6882</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Weingarten Realty Investors</nameOfIssuer>
<titleOfClass>-REIT</titleOfClass>
<cusip>948741103</cusip>
<value>219</value>
<shrsOrPrnAmt>
<sshPrnamt>6675</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6675</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Wells Fargo Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>949746101</cusip>
<value>10239</value>
<shrsOrPrnAmt>
<sshPrnamt>194809</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>9793</Sole>
<Shared>185016</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Wendy's Co/The</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>95058W100</cusip>
<value>11789</value>
<shrsOrPrnAmt>
<sshPrnamt>1382070</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>450658</Sole>
<Shared>931412</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>WesBanco Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>950810101</cusip>
<value>625</value>
<shrsOrPrnAmt>
<sshPrnamt>20128</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>12170</Sole>
<Shared>7958</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Wesco Intl Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>95082P105</cusip>
<value>12622</value>
<shrsOrPrnAmt>
<sshPrnamt>146118</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>57188</Sole>
<Shared>88930</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>West Marine, Inc.</nameOfIssuer>
<titleOfClass>-Common Stk P0</titleOfClass>
<cusip>954235107</cusip>
<value>530</value>
<shrsOrPrnAmt>
<sshPrnamt>51618</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>31095</Sole>
<Shared>20523</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Western Gas Partners LP</nameOfIssuer>
<titleOfClass>-Other - Stock</titleOfClass>
<cusip>958254104</cusip>
<value>482</value>
<shrsOrPrnAmt>
<sshPrnamt>6300</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6300</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Whiting Petroleum</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>966387102</cusip>
<value>61330</value>
<shrsOrPrnAmt>
<sshPrnamt>764234</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>184225</Sole>
<Shared>580009</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Williams Companies Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>969457100</cusip>
<value>733</value>
<shrsOrPrnAmt>
<sshPrnamt>12599</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>12599</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Wintrust Financial Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>97650W108</cusip>
<value>8724</value>
<shrsOrPrnAmt>
<sshPrnamt>189660</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>60112</Sole>
<Shared>129548</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Wisconsin Energy Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>976657106</cusip>
<value>4105</value>
<shrsOrPrnAmt>
<sshPrnamt>87487</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>300</Sole>
<Shared>87187</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Wisdomtree DVD Ex-Fin Fd</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>97717W406</cusip>
<value>423</value>
<shrsOrPrnAmt>
<sshPrnamt>5725</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>5725</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>WisdomTree Emerging Mkts Local Debt Fun</nameOfIssuer>
<titleOfClass>-ETF Other+Yld</titleOfClass>
<cusip>97717X867</cusip>
<value>538</value>
<shrsOrPrnAmt>
<sshPrnamt>11325</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>11325</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Woodward Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>980745103</cusip>
<value>16513</value>
<shrsOrPrnAmt>
<sshPrnamt>329082</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>106613</Sole>
<Shared>222469</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>World Fuel Service Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>981475106</cusip>
<value>20998</value>
<shrsOrPrnAmt>
<sshPrnamt>426538</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>79461</Sole>
<Shared>347077</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Wright Medical Group Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>98235T107</cusip>
<value>16618</value>
<shrsOrPrnAmt>
<sshPrnamt>529238</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>165252</Sole>
<Shared>363986</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Xcel Energy Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>98389B100</cusip>
<value>652</value>
<shrsOrPrnAmt>
<sshPrnamt>20244</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>20244</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Xilinx Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>983919101</cusip>
<value>1427</value>
<shrsOrPrnAmt>
<sshPrnamt>30173</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1545</Sole>
<Shared>28628</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>YUM Brands Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>988498101</cusip>
<value>3897</value>
<shrsOrPrnAmt>
<sshPrnamt>47996</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2895</Sole>
<Shared>45101</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Zimmer Holdings Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>98956P102</cusip>
<value>431</value>
<shrsOrPrnAmt>
<sshPrnamt>4153</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4153</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Zumiez Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>989817101</cusip>
<value>6742</value>
<shrsOrPrnAmt>
<sshPrnamt>244375</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>84025</Sole>
<Shared>160350</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Boeing Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>097023105</cusip>
<value>17161</value>
<shrsOrPrnAmt>
<sshPrnamt>134878</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2040</Sole>
<Shared>132838</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Borg-Warner Automotive Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>099724106</cusip>
<value>1118</value>
<shrsOrPrnAmt>
<sshPrnamt>17155</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>17155</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>BP Amoco Plc</nameOfIssuer>
<titleOfClass>-Common ADR P4</titleOfClass>
<cusip>055622104</cusip>
<value>569</value>
<shrsOrPrnAmt>
<sshPrnamt>10795</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>10795</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Bristol Myers Squibb Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>110122108</cusip>
<value>2260</value>
<shrsOrPrnAmt>
<sshPrnamt>46580</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>46580</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Broadsoft Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>11133B409</cusip>
<value>13716</value>
<shrsOrPrnAmt>
<sshPrnamt>519758</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>184631</Sole>
<Shared>335127</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Brocade Communications Systems</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>111621306</cusip>
<value>1842</value>
<shrsOrPrnAmt>
<sshPrnamt>200188</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>200188</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Brown-Forman Corporation Cls B</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>115637209</cusip>
<value>758</value>
<shrsOrPrnAmt>
<sshPrnamt>8050</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>665</Sole>
<Shared>7385</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>C.H. Robinson Worldwide Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>12541W209</cusip>
<value>236</value>
<shrsOrPrnAmt>
<sshPrnamt>3700</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3700</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Cabot Oil &amp; Gas Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>127097103</cusip>
<value>451</value>
<shrsOrPrnAmt>
<sshPrnamt>13200</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>13200</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>CACI International Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>127190304</cusip>
<value>400</value>
<shrsOrPrnAmt>
<sshPrnamt>5693</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>5693</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Cadence Design Systems Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>127387108</cusip>
<value>1585</value>
<shrsOrPrnAmt>
<sshPrnamt>90633</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>6605</Sole>
<Shared>84028</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Calix Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>13100M509</cusip>
<value>9342</value>
<shrsOrPrnAmt>
<sshPrnamt>1142040</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>394020</Sole>
<Shared>748020</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Cameron International Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>13342B105</cusip>
<value>26378</value>
<shrsOrPrnAmt>
<sshPrnamt>389571</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>83548</Sole>
<Shared>306023</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Canadian National Railway Co.</nameOfIssuer>
<titleOfClass>-Common ADR P4</titleOfClass>
<cusip>136375102</cusip>
<value>358</value>
<shrsOrPrnAmt>
<sshPrnamt>5500</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>5500</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Capital One Financial Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>14040H105</cusip>
<value>261</value>
<shrsOrPrnAmt>
<sshPrnamt>3155</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>200</Sole>
<Shared>2955</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Capital Southwest Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>140501107</cusip>
<value>576</value>
<shrsOrPrnAmt>
<sshPrnamt>16000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>16000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Capstead Mortgage Corp</nameOfIssuer>
<titleOfClass>-REIT</titleOfClass>
<cusip>14067E506</cusip>
<value>7526</value>
<shrsOrPrnAmt>
<sshPrnamt>572329</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>197128</Sole>
<Shared>375201</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Cardinal Health Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>14149Y108</cusip>
<value>249</value>
<shrsOrPrnAmt>
<sshPrnamt>3633</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3633</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Carefusion Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>14170T101</cusip>
<value>1453</value>
<shrsOrPrnAmt>
<sshPrnamt>32770</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>3260</Sole>
<Shared>29510</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Carlisle Companies Incorporated</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>142339100</cusip>
<value>25759</value>
<shrsOrPrnAmt>
<sshPrnamt>297385</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>104013</Sole>
<Shared>193372</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Caterpillar Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>149123101</cusip>
<value>6347</value>
<shrsOrPrnAmt>
<sshPrnamt>58402</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2470</Sole>
<Shared>55932</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>CBOE Holdings Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>12503M108</cusip>
<value>876</value>
<shrsOrPrnAmt>
<sshPrnamt>17800</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>17800</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>CBS Corp CL B</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>124857202</cusip>
<value>28337</value>
<shrsOrPrnAmt>
<sshPrnamt>456018</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>102129</Sole>
<Shared>353889</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Celegene Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>151020104</cusip>
<value>1307</value>
<shrsOrPrnAmt>
<sshPrnamt>15214</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>15214</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Central Fd Canada Cl A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>153501101</cusip>
<value>264</value>
<shrsOrPrnAmt>
<sshPrnamt>18160</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>18160</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>CenturyLink Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>156700106</cusip>
<value>2892</value>
<shrsOrPrnAmt>
<sshPrnamt>79881</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1950</Sole>
<Shared>77931</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Cerner Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>156782104</cusip>
<value>19493</value>
<shrsOrPrnAmt>
<sshPrnamt>377914</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2814</Sole>
<Shared>375100</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Chemtura Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>163893209</cusip>
<value>9807</value>
<shrsOrPrnAmt>
<sshPrnamt>375308</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>127223</Sole>
<Shared>248085</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Chevron Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>166764100</cusip>
<value>6971</value>
<shrsOrPrnAmt>
<sshPrnamt>53399</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1420</Sole>
<Shared>51979</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Chico's Fas Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>168615102</cusip>
<value>10646</value>
<shrsOrPrnAmt>
<sshPrnamt>627716</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>248330</Sole>
<Shared>379386</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Children's Place Retail Store</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>168905107</cusip>
<value>20919</value>
<shrsOrPrnAmt>
<sshPrnamt>421502</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>143103</Sole>
<Shared>278399</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Chimera Investment Corp</nameOfIssuer>
<titleOfClass>-REIT</titleOfClass>
<cusip>16934Q109</cusip>
<value>771</value>
<shrsOrPrnAmt>
<sshPrnamt>241655</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>121930</Sole>
<Shared>119725</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Chiquita Brands Intl</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>170032809</cusip>
<value>1493</value>
<shrsOrPrnAmt>
<sshPrnamt>137582</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>81845</Sole>
<Shared>55737</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Chubb Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>171232101</cusip>
<value>411</value>
<shrsOrPrnAmt>
<sshPrnamt>4456</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4456</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Church &amp; Dwight</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>171340102</cusip>
<value>1368</value>
<shrsOrPrnAmt>
<sshPrnamt>19559</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>19559</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>CIFC Corp</nameOfIssuer>
<titleOfClass>-REIT</titleOfClass>
<cusip>12547R105</cusip>
<value>114</value>
<shrsOrPrnAmt>
<sshPrnamt>12640</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>12640</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Cigna Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>125509109</cusip>
<value>687</value>
<shrsOrPrnAmt>
<sshPrnamt>7473</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7473</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Cisco Systems Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>17275R102</cusip>
<value>4802</value>
<shrsOrPrnAmt>
<sshPrnamt>193248</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>8263</Sole>
<Shared>184985</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Clarcor Incorporated</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>179895107</cusip>
<value>891</value>
<shrsOrPrnAmt>
<sshPrnamt>14411</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>8715</Sole>
<Shared>5696</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Clearwater Paper Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>18538R103</cusip>
<value>542</value>
<shrsOrPrnAmt>
<sshPrnamt>8781</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>8781</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Clorox Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>189054109</cusip>
<value>279</value>
<shrsOrPrnAmt>
<sshPrnamt>3050</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3050</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>CME Group Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>12572Q105</cusip>
<value>461</value>
<shrsOrPrnAmt>
<sshPrnamt>6495</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6495</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Coca Cola</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>191216100</cusip>
<value>3739</value>
<shrsOrPrnAmt>
<sshPrnamt>88263</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>88263</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Cognizant Technology Solutions - Cl - A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>192446102</cusip>
<value>1629</value>
<shrsOrPrnAmt>
<sshPrnamt>33298</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>33298</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Colgate Palmolive Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>194162103</cusip>
<value>1107</value>
<shrsOrPrnAmt>
<sshPrnamt>16232</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>16232</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Comcast Cl A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>20030N101</cusip>
<value>25910</value>
<shrsOrPrnAmt>
<sshPrnamt>482677</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>145005</Sole>
<Shared>337672</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Comcast Cl A Spl</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>20030N200</cusip>
<value>6398</value>
<shrsOrPrnAmt>
<sshPrnamt>119974</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>300</Sole>
<Shared>119674</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Comstock Resources Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>205768203</cusip>
<value>929</value>
<shrsOrPrnAmt>
<sshPrnamt>32211</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>19160</Sole>
<Shared>13051</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Comtech Telecommunications</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>205826209</cusip>
<value>10111</value>
<shrsOrPrnAmt>
<sshPrnamt>270853</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>86030</Sole>
<Shared>184823</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>ConocoPhillips</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>20825C104</cusip>
<value>10368</value>
<shrsOrPrnAmt>
<sshPrnamt>120942</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>3570</Sole>
<Shared>117372</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Consolidated Edison Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>209115104</cusip>
<value>235</value>
<shrsOrPrnAmt>
<sshPrnamt>4071</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4071</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Constellium NV Class A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>N22035104</cusip>
<value>12837</value>
<shrsOrPrnAmt>
<sshPrnamt>400395</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>156125</Sole>
<Shared>244270</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Core Laboratories</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>N22717107</cusip>
<value>919</value>
<shrsOrPrnAmt>
<sshPrnamt>5500</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>5500</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Core-Mark Holding Co.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>218681104</cusip>
<value>2443</value>
<shrsOrPrnAmt>
<sshPrnamt>53538</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>5828</Sole>
<Shared>47710</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Corning Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>219350105</cusip>
<value>250</value>
<shrsOrPrnAmt>
<sshPrnamt>11375</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>11375</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>CorVel Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>221006109</cusip>
<value>8250</value>
<shrsOrPrnAmt>
<sshPrnamt>182598</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>50090</Sole>
<Shared>132508</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Costco Wholesale Corp.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>22160K105</cusip>
<value>7233</value>
<shrsOrPrnAmt>
<sshPrnamt>62805</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>62805</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Covidien PLC</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>G2554F113</cusip>
<value>3573</value>
<shrsOrPrnAmt>
<sshPrnamt>39619</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2970</Sole>
<Shared>36649</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>CSX Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>126408103</cusip>
<value>373</value>
<shrsOrPrnAmt>
<sshPrnamt>12100</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>12100</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Cummins Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>231021106</cusip>
<value>1038</value>
<shrsOrPrnAmt>
<sshPrnamt>6725</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6725</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>CVS Caremark Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>126650100</cusip>
<value>1091</value>
<shrsOrPrnAmt>
<sshPrnamt>14478</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>14478</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Danaher Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>235851102</cusip>
<value>26782</value>
<shrsOrPrnAmt>
<sshPrnamt>340175</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>96902</Sole>
<Shared>243273</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Darling Ingredients Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>237266101</cusip>
<value>10909</value>
<shrsOrPrnAmt>
<sshPrnamt>521938</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>156443</Sole>
<Shared>365495</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Davita Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>23918K108</cusip>
<value>14555</value>
<shrsOrPrnAmt>
<sshPrnamt>201254</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>6869</Sole>
<Shared>194385</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>DCP Midstream Partners, L.P.</nameOfIssuer>
<titleOfClass>-Other - Stock</titleOfClass>
<cusip>23311P100</cusip>
<value>9179</value>
<shrsOrPrnAmt>
<sshPrnamt>161040</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>161040</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Deere &amp; Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>244199105</cusip>
<value>1475</value>
<shrsOrPrnAmt>
<sshPrnamt>16293</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>16293</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Delphi Automotive PLC</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>G27823106</cusip>
<value>720</value>
<shrsOrPrnAmt>
<sshPrnamt>10479</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>100</Sole>
<Shared>10379</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Denbury Resources Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>247916208</cusip>
<value>923</value>
<shrsOrPrnAmt>
<sshPrnamt>49975</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>5414</Sole>
<Shared>44561</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Devon Energy Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>25179M103</cusip>
<value>1116</value>
<shrsOrPrnAmt>
<sshPrnamt>14053</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>84</Sole>
<Shared>13969</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Diamond Foods Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>252603105</cusip>
<value>4795</value>
<shrsOrPrnAmt>
<sshPrnamt>170043</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>56625</Sole>
<Shared>113418</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares Rusell 3000 Index</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287689</cusip>
<value>547</value>
<shrsOrPrnAmt>
<sshPrnamt>4650</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4650</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares Russell 1000 Growth Index Fund </nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287614</cusip>
<value>424</value>
<shrsOrPrnAmt>
<sshPrnamt>4665</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4665</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ishares Russell 1000 Index</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287622</cusip>
<value>1974</value>
<shrsOrPrnAmt>
<sshPrnamt>17930</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>17930</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares Russell 2000</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287655</cusip>
<value>2153</value>
<shrsOrPrnAmt>
<sshPrnamt>18124</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>18124</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares Russell 2000 Growth Index Fund </nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287648</cusip>
<value>361</value>
<shrsOrPrnAmt>
<sshPrnamt>2605</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>2605</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares Russell 2000 Value Index Fund  </nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287630</cusip>
<value>371</value>
<shrsOrPrnAmt>
<sshPrnamt>3593</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>50</Sole>
<Shared>3543</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Dick's Sporting Goods Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>253393102</cusip>
<value>1135</value>
<shrsOrPrnAmt>
<sshPrnamt>24381</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2616</Sole>
<Shared>21765</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Digitalglobe Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>25389M877</cusip>
<value>8348</value>
<shrsOrPrnAmt>
<sshPrnamt>300279</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>79586</Sole>
<Shared>220693</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Diodes Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>254543101</cusip>
<value>5919</value>
<shrsOrPrnAmt>
<sshPrnamt>204390</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>204390</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>DIRECTV</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>25490A309</cusip>
<value>318</value>
<shrsOrPrnAmt>
<sshPrnamt>3746</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3746</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Discover Financial Services</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>254709108</cusip>
<value>37293</value>
<shrsOrPrnAmt>
<sshPrnamt>601698</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>187456</Sole>
<Shared>414242</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Discovery Communications - A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>25470F104</cusip>
<value>23742</value>
<shrsOrPrnAmt>
<sshPrnamt>319629</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>69936</Sole>
<Shared>249693</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Discovery Communications - C</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>25470F302</cusip>
<value>311</value>
<shrsOrPrnAmt>
<sshPrnamt>4284</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4284</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Disney Walt Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>254687106</cusip>
<value>11244</value>
<shrsOrPrnAmt>
<sshPrnamt>131142</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>6355</Sole>
<Shared>124787</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>DNP Select Income Fund Inc</nameOfIssuer>
<titleOfClass>-Mutual Equity</titleOfClass>
<cusip>23325P104</cusip>
<value>116</value>
<shrsOrPrnAmt>
<sshPrnamt>11000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>11000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Dollar General</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>256677105</cusip>
<value>30880</value>
<shrsOrPrnAmt>
<sshPrnamt>538348</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>131338</Sole>
<Shared>407010</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Dover Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>260003108</cusip>
<value>737</value>
<shrsOrPrnAmt>
<sshPrnamt>8100</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>700</Sole>
<Shared>7400</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Dow Chemical Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>260543103</cusip>
<value>373</value>
<shrsOrPrnAmt>
<sshPrnamt>7257</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7257</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Dr Pepper Snapple Group</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>26138E109</cusip>
<value>771</value>
<shrsOrPrnAmt>
<sshPrnamt>13160</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>410</Sole>
<Shared>12750</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Dresser-Rand Group Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>261608103</cusip>
<value>1259</value>
<shrsOrPrnAmt>
<sshPrnamt>19760</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2054</Sole>
<Shared>17706</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>DSW Inc -Class A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>23334L102</cusip>
<value>334</value>
<shrsOrPrnAmt>
<sshPrnamt>11951</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>810</Sole>
<Shared>11141</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Du Pont E I De Nemours &amp; Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>263534109</cusip>
<value>28800</value>
<shrsOrPrnAmt>
<sshPrnamt>440103</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>5881</Sole>
<Shared>434222</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Duke Energy Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>26441C204</cusip>
<value>668</value>
<shrsOrPrnAmt>
<sshPrnamt>8999</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>8999</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Dun &amp; Bradstreet New</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>26483E100</cusip>
<value>3701</value>
<shrsOrPrnAmt>
<sshPrnamt>33585</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>33585</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Dunkin Brands Group Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>265504100</cusip>
<value>344</value>
<shrsOrPrnAmt>
<sshPrnamt>7500</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7500</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Dynamic Materials Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>267888105</cusip>
<value>407</value>
<shrsOrPrnAmt>
<sshPrnamt>18375</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>11125</Sole>
<Shared>7250</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Eastman Chemical Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>277432100</cusip>
<value>18315</value>
<shrsOrPrnAmt>
<sshPrnamt>209678</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1475</Sole>
<Shared>208203</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Eaton Corp PLC</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>G29183103</cusip>
<value>4053</value>
<shrsOrPrnAmt>
<sshPrnamt>52517</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>4575</Sole>
<Shared>47942</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ecolab Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>278865100</cusip>
<value>1619</value>
<shrsOrPrnAmt>
<sshPrnamt>14544</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>14544</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Education Realty Trust Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>28140H104</cusip>
<value>4449</value>
<shrsOrPrnAmt>
<sshPrnamt>414211</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>141964</Sole>
<Shared>272247</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Edwards Lifesciences Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>28176E108</cusip>
<value>771</value>
<shrsOrPrnAmt>
<sshPrnamt>8985</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>8985</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Electro Scientific Inds Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>285229100</cusip>
<value>1057</value>
<shrsOrPrnAmt>
<sshPrnamt>155262</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>92523</Sole>
<Shared>62739</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>EMC Corporation/Mass</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>268648102</cusip>
<value>11120</value>
<shrsOrPrnAmt>
<sshPrnamt>422182</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>7362</Sole>
<Shared>414820</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>EMCOR Group Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>29084Q100</cusip>
<value>626</value>
<shrsOrPrnAmt>
<sshPrnamt>14060</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>8500</Sole>
<Shared>5560</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Emergent Biosolutions Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>29089Q105</cusip>
<value>3770</value>
<shrsOrPrnAmt>
<sshPrnamt>167836</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>57417</Sole>
<Shared>110419</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Emerson Electric</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>291011104</cusip>
<value>4533</value>
<shrsOrPrnAmt>
<sshPrnamt>68303</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>68303</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Enbridge Energy Partners LP</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>29250R106</cusip>
<value>551</value>
<shrsOrPrnAmt>
<sshPrnamt>14910</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>14910</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Energizer Holdings Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>29266R108</cusip>
<value>34064</value>
<shrsOrPrnAmt>
<sshPrnamt>279141</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>70119</Sole>
<Shared>209022</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Energy Transfer Partners LP</nameOfIssuer>
<titleOfClass>-Other - Stock</titleOfClass>
<cusip>29273R109</cusip>
<value>201</value>
<shrsOrPrnAmt>
<sshPrnamt>3470</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3470</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Enersys</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>29275Y102</cusip>
<value>846</value>
<shrsOrPrnAmt>
<sshPrnamt>12301</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>7405</Sole>
<Shared>4896</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Enterprise Products Partners L.P.</nameOfIssuer>
<titleOfClass>-Other - Stock</titleOfClass>
<cusip>293792107</cusip>
<value>25945</value>
<shrsOrPrnAmt>
<sshPrnamt>331397</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>331397</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Entropic Communications Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>29384R105</cusip>
<value>4394</value>
<shrsOrPrnAmt>
<sshPrnamt>1319538</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>459090</Sole>
<Shared>860448</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Enventis Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>29402J101</cusip>
<value>753</value>
<shrsOrPrnAmt>
<sshPrnamt>47520</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>47520</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>EOG Resources Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>26875P101</cusip>
<value>20901</value>
<shrsOrPrnAmt>
<sshPrnamt>178852</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>67190</Sole>
<Shared>111662</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Equitable Resources Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>26884L109</cusip>
<value>915</value>
<shrsOrPrnAmt>
<sshPrnamt>8558</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>8558</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Equity Residential Properties</nameOfIssuer>
<titleOfClass>-REIT</titleOfClass>
<cusip>29476L107</cusip>
<value>252</value>
<shrsOrPrnAmt>
<sshPrnamt>4000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Esco Technologies</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>296315104</cusip>
<value>14284</value>
<shrsOrPrnAmt>
<sshPrnamt>412366</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>147622</Sole>
<Shared>264744</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Estee Lauder Companies - Class A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>518439104</cusip>
<value>22675</value>
<shrsOrPrnAmt>
<sshPrnamt>305340</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>87450</Sole>
<Shared>217890</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Esterline Technologies Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>297425100</cusip>
<value>14995</value>
<shrsOrPrnAmt>
<sshPrnamt>130259</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>44665</Sole>
<Shared>85594</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Exelon Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>30161N101</cusip>
<value>593</value>
<shrsOrPrnAmt>
<sshPrnamt>16256</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>16256</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Express Scripts Holding Co.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>30219G108</cusip>
<value>1363</value>
<shrsOrPrnAmt>
<sshPrnamt>19659</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>19659</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Extreme Networks Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>30226D106</cusip>
<value>597</value>
<shrsOrPrnAmt>
<sshPrnamt>134365</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>15290</Sole>
<Shared>119075</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Exxon Mobil Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>30231G102</cusip>
<value>15327</value>
<shrsOrPrnAmt>
<sshPrnamt>152236</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>565</Sole>
<Shared>151671</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Fastenal Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>311900104</cusip>
<value>18067</value>
<shrsOrPrnAmt>
<sshPrnamt>365067</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>119673</Sole>
<Shared>245394</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Federated Investors Inc- Cl B</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>314211103</cusip>
<value>232</value>
<shrsOrPrnAmt>
<sshPrnamt>7500</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>7500</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ferro Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>315405100</cusip>
<value>1012</value>
<shrsOrPrnAmt>
<sshPrnamt>80550</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>8881</Sole>
<Shared>71669</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Financial Select Sector SPDR Fund</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>81369Y605</cusip>
<value>341</value>
<shrsOrPrnAmt>
<sshPrnamt>15000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>15000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>First Busey Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>319383105</cusip>
<value>783</value>
<shrsOrPrnAmt>
<sshPrnamt>134765</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>81233</Sole>
<Shared>53532</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>First Community Bancshares Inc (Nevada)</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>31983A103</cusip>
<value>629</value>
<shrsOrPrnAmt>
<sshPrnamt>43926</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>26560</Sole>
<Shared>17366</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>First Horizon National Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>320517105</cusip>
<value>1308</value>
<shrsOrPrnAmt>
<sshPrnamt>110291</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>65857</Sole>
<Shared>44434</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>First Niagara Financial Grp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>33582V108</cusip>
<value>7869</value>
<shrsOrPrnAmt>
<sshPrnamt>900389</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>344365</Sole>
<Shared>556024</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>First Republic Bank/San Fran</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>33616C100</cusip>
<value>25361</value>
<shrsOrPrnAmt>
<sshPrnamt>461185</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>169883</Sole>
<Shared>291302</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>First Trust Nasdq 100 Eq Wei</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>337344105</cusip>
<value>1792</value>
<shrsOrPrnAmt>
<sshPrnamt>45950</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>45950</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Flir System Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>302445101</cusip>
<value>14469</value>
<shrsOrPrnAmt>
<sshPrnamt>416616</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>137846</Sole>
<Shared>278770</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>FMC Technologies Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>30249U101</cusip>
<value>366</value>
<shrsOrPrnAmt>
<sshPrnamt>6000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>FNB Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>302520101</cusip>
<value>28674</value>
<shrsOrPrnAmt>
<sshPrnamt>2236624</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>460345</Sole>
<Shared>1776279</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ford Motor Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>345370860</cusip>
<value>289</value>
<shrsOrPrnAmt>
<sshPrnamt>16749</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>16749</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Fort Dearborn Inc</nameOfIssuer>
<titleOfClass>-Mutual Fixed</titleOfClass>
<cusip>347200107</cusip>
<value>204</value>
<shrsOrPrnAmt>
<sshPrnamt>13700</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>13700</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>3M Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>88579Y101</cusip>
<value>16683</value>
<shrsOrPrnAmt>
<sshPrnamt>116469</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1625</Sole>
<Shared>114844</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>ABB Ltd-Spon Adr</nameOfIssuer>
<titleOfClass>-Common ADR P1</titleOfClass>
<cusip>000375204</cusip>
<value>751</value>
<shrsOrPrnAmt>
<sshPrnamt>32619</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>32619</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Abbott Labs</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>002824100</cusip>
<value>15635</value>
<shrsOrPrnAmt>
<sshPrnamt>382262</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>5285</Sole>
<Shared>376977</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>AbbVie Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>00287Y109</cusip>
<value>14928</value>
<shrsOrPrnAmt>
<sshPrnamt>264491</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>3716</Sole>
<Shared>260775</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Acacia Research-Acacia Tec</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>003881307</cusip>
<value>6092</value>
<shrsOrPrnAmt>
<sshPrnamt>343197</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>108404</Sole>
<Shared>234793</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Acadia Healthcare Co Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>00404A109</cusip>
<value>614</value>
<shrsOrPrnAmt>
<sshPrnamt>13500</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>13500</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Accenture Ltd  Cl A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>G1151C101</cusip>
<value>267</value>
<shrsOrPrnAmt>
<sshPrnamt>3308</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3308</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Actuant Corp - Class A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>00508X203</cusip>
<value>1828</value>
<shrsOrPrnAmt>
<sshPrnamt>52873</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>18334</Sole>
<Shared>34539</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Actuate Corp.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>00508B102</cusip>
<value>4518</value>
<shrsOrPrnAmt>
<sshPrnamt>947118</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>312143</Sole>
<Shared>634975</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Aetna Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>00817Y108</cusip>
<value>230</value>
<shrsOrPrnAmt>
<sshPrnamt>2838</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>2838</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Aflac Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>001055102</cusip>
<value>1364</value>
<shrsOrPrnAmt>
<sshPrnamt>21920</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>21920</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Agilent Technologies</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>00846U101</cusip>
<value>32270</value>
<shrsOrPrnAmt>
<sshPrnamt>561798</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>143212</Sole>
<Shared>418586</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Air Lease Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>00912X302</cusip>
<value>55704</value>
<shrsOrPrnAmt>
<sshPrnamt>1443859</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>309853</Sole>
<Shared>1134006</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Air Products &amp; Chemicals Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>009158106</cusip>
<value>1283</value>
<shrsOrPrnAmt>
<sshPrnamt>9973</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>9973</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Alere Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>01449J105</cusip>
<value>17781</value>
<shrsOrPrnAmt>
<sshPrnamt>475178</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>154575</Sole>
<Shared>320603</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Allegheny Technologies Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>01741R102</cusip>
<value>1748</value>
<shrsOrPrnAmt>
<sshPrnamt>38758</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>12976</Sole>
<Shared>25782</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Allegiant Travel Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>01748X102</cusip>
<value>11787</value>
<shrsOrPrnAmt>
<sshPrnamt>100083</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>31982</Sole>
<Shared>68101</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Allergan Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>018490102</cusip>
<value>9166</value>
<shrsOrPrnAmt>
<sshPrnamt>54169</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>3015</Sole>
<Shared>51154</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Allstate Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>020002101</cusip>
<value>252</value>
<shrsOrPrnAmt>
<sshPrnamt>4291</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4291</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Alphatec Holding Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>02081G102</cusip>
<value>697</value>
<shrsOrPrnAmt>
<sshPrnamt>427734</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>257836</Sole>
<Shared>169898</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Altria Group Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>02209S103</cusip>
<value>684</value>
<shrsOrPrnAmt>
<sshPrnamt>16309</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>16309</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Amazon.com, Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>023135106</cusip>
<value>28457</value>
<shrsOrPrnAmt>
<sshPrnamt>87618</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>489</Sole>
<Shared>87129</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>American Campus Communities</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>024835100</cusip>
<value>927</value>
<shrsOrPrnAmt>
<sshPrnamt>24236</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2610</Sole>
<Shared>21626</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>American Express</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>025816109</cusip>
<value>427</value>
<shrsOrPrnAmt>
<sshPrnamt>4503</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4503</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>American International Group Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>026874784</cusip>
<value>22801</value>
<shrsOrPrnAmt>
<sshPrnamt>417750</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>152095</Sole>
<Shared>265655</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>American States Water Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>029899101</cusip>
<value>522</value>
<shrsOrPrnAmt>
<sshPrnamt>15716</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>9366</Sole>
<Shared>6350</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ameris Bancorp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>03076K108</cusip>
<value>2347</value>
<shrsOrPrnAmt>
<sshPrnamt>108845</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>40154</Sole>
<Shared>68691</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ametek</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>031100100</cusip>
<value>1467</value>
<shrsOrPrnAmt>
<sshPrnamt>28069</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2906</Sole>
<Shared>25163</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Amex Technology Select SPDR Fund</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>81369Y803</cusip>
<value>326</value>
<shrsOrPrnAmt>
<sshPrnamt>8500</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>8500</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Amgen Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>031162100</cusip>
<value>803</value>
<shrsOrPrnAmt>
<sshPrnamt>6787</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6787</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Anadarko Petroleum Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>032511107</cusip>
<value>1021</value>
<shrsOrPrnAmt>
<sshPrnamt>9328</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>9328</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Analog Devices</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>032654105</cusip>
<value>30539</value>
<shrsOrPrnAmt>
<sshPrnamt>564798</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>133760</Sole>
<Shared>431038</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Angiodynamics Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>03475V101</cusip>
<value>8168</value>
<shrsOrPrnAmt>
<sshPrnamt>500205</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>162585</Sole>
<Shared>337620</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Annaly Capital Management IN</nameOfIssuer>
<titleOfClass>-REIT</titleOfClass>
<cusip>035710409</cusip>
<value>212</value>
<shrsOrPrnAmt>
<sshPrnamt>18550</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1000</Sole>
<Shared>17550</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ansys Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>03662Q105</cusip>
<value>1668</value>
<shrsOrPrnAmt>
<sshPrnamt>22000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1447</Sole>
<Shared>20553</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Apache Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>037411105</cusip>
<value>7301</value>
<shrsOrPrnAmt>
<sshPrnamt>72556</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>3656</Sole>
<Shared>68900</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Apple Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>037833100</cusip>
<value>39143</value>
<shrsOrPrnAmt>
<sshPrnamt>421214</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>76591</Sole>
<Shared>344623</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Applied Industrial Tech Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>03820C105</cusip>
<value>857</value>
<shrsOrPrnAmt>
<sshPrnamt>16896</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>10081</Sole>
<Shared>6815</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ares Capital Corp</nameOfIssuer>
<titleOfClass>-Other - Stock</titleOfClass>
<cusip>04010L103</cusip>
<value>9973</value>
<shrsOrPrnAmt>
<sshPrnamt>558382</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2500</Sole>
<Shared>555882</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Aruba Networks</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>043176106</cusip>
<value>12110</value>
<shrsOrPrnAmt>
<sshPrnamt>691206</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>237150</Sole>
<Shared>454056</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Aspen Technology Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>045327103</cusip>
<value>33368</value>
<shrsOrPrnAmt>
<sshPrnamt>719147</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>205366</Sole>
<Shared>513781</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Astec Industries Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>046224101</cusip>
<value>623</value>
<shrsOrPrnAmt>
<sshPrnamt>14193</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>8545</Sole>
<Shared>5648</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>AT &amp; T Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>00206R102</cusip>
<value>2628</value>
<shrsOrPrnAmt>
<sshPrnamt>74313</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>74313</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Atlas Air Worldwide Holdings Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>049164205</cusip>
<value>5937</value>
<shrsOrPrnAmt>
<sshPrnamt>161119</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>50620</Sole>
<Shared>110499</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Autodesk</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>052769106</cusip>
<value>553</value>
<shrsOrPrnAmt>
<sshPrnamt>9809</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>9809</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Automatic Data Processing</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>053015103</cusip>
<value>247</value>
<shrsOrPrnAmt>
<sshPrnamt>3111</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3111</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Autozone Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>053332102</cusip>
<value>1616</value>
<shrsOrPrnAmt>
<sshPrnamt>3013</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>100</Sole>
<Shared>2913</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Aviat Networks, Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>05366Y102</cusip>
<value>2191</value>
<shrsOrPrnAmt>
<sshPrnamt>1712076</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>696204</Sole>
<Shared>1015872</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Axcelis Technologies Inc</nameOfIssuer>
<titleOfClass>-Common Stk P0</titleOfClass>
<cusip>054540109</cusip>
<value>685</value>
<shrsOrPrnAmt>
<sshPrnamt>342347</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>202050</Sole>
<Shared>140297</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Axiall Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>05463D100</cusip>
<value>1179</value>
<shrsOrPrnAmt>
<sshPrnamt>24944</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>14840</Sole>
<Shared>10104</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>AZZ Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>002474104</cusip>
<value>1306</value>
<shrsOrPrnAmt>
<sshPrnamt>28352</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>17081</Sole>
<Shared>11271</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>B/E Aerospace Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>073302101</cusip>
<value>2406</value>
<shrsOrPrnAmt>
<sshPrnamt>26012</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1919</Sole>
<Shared>24093</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Balchem Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>057665200</cusip>
<value>39776</value>
<shrsOrPrnAmt>
<sshPrnamt>742635</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>125564</Sole>
<Shared>617071</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Bancfirst Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>05945F103</cusip>
<value>945</value>
<shrsOrPrnAmt>
<sshPrnamt>15270</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>9235</Sole>
<Shared>6035</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Bank of America Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>060505104</cusip>
<value>490</value>
<shrsOrPrnAmt>
<sshPrnamt>31891</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>31891</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Bank of Hawaii Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>062540109</cusip>
<value>622</value>
<shrsOrPrnAmt>
<sshPrnamt>10598</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>10598</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Bank of Montreal</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>063671101</cusip>
<value>512</value>
<shrsOrPrnAmt>
<sshPrnamt>6956</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6956</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Bank of New York Mellon Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>064058100</cusip>
<value>4132</value>
<shrsOrPrnAmt>
<sshPrnamt>110233</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>4470</Sole>
<Shared>105763</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Bankunited Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>06652K103</cusip>
<value>10500</value>
<shrsOrPrnAmt>
<sshPrnamt>313630</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>118700</Sole>
<Shared>194930</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Banner Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>06652V208</cusip>
<value>735</value>
<shrsOrPrnAmt>
<sshPrnamt>18539</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>11208</Sole>
<Shared>7331</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Bard C R Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>067383109</cusip>
<value>2100</value>
<shrsOrPrnAmt>
<sshPrnamt>14686</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>14686</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Baxter International Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>071813109</cusip>
<value>34225</value>
<shrsOrPrnAmt>
<sshPrnamt>473369</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>88307</Sole>
<Shared>385062</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Beacon Roofing Supply Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>073685109</cusip>
<value>637</value>
<shrsOrPrnAmt>
<sshPrnamt>19239</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>19239</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>BeBe Stores Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>075571109</cusip>
<value>4030</value>
<shrsOrPrnAmt>
<sshPrnamt>1321251</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>449330</Sole>
<Shared>871921</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Becton Dickinson</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>075887109</cusip>
<value>481</value>
<shrsOrPrnAmt>
<sshPrnamt>4069</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4069</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Berkshire Hathaway Inc - Class A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>084670108</cusip>
<value>5697</value>
<shrsOrPrnAmt>
<sshPrnamt>30</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>30</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Berkshire Hathaway Inc Class B</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>084670702</cusip>
<value>33687</value>
<shrsOrPrnAmt>
<sshPrnamt>266178</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>55798</Sole>
<Shared>210380</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Berkshire Hills Bancorp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>084680107</cusip>
<value>565</value>
<shrsOrPrnAmt>
<sshPrnamt>24312</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>14700</Sole>
<Shared>9612</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Bill Barrett Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>06846N104</cusip>
<value>1055</value>
<shrsOrPrnAmt>
<sshPrnamt>39387</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>4207</Sole>
<Shared>35180</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Biogen Idec Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>09062X103</cusip>
<value>4986</value>
<shrsOrPrnAmt>
<sshPrnamt>15812</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>15812</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Franco Nevada Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>351858105</cusip>
<value>12898</value>
<shrsOrPrnAmt>
<sshPrnamt>224931</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>224931</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Freeport McMoran Cooper &amp; Gold Cl B</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>35671D857</cusip>
<value>418</value>
<shrsOrPrnAmt>
<sshPrnamt>11460</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>11460</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Frontier Communications Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>35906A108</cusip>
<value>238</value>
<shrsOrPrnAmt>
<sshPrnamt>40742</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>40742</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Fulton Financial Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>360271100</cusip>
<value>486</value>
<shrsOrPrnAmt>
<sshPrnamt>39235</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>23725</Sole>
<Shared>15510</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Furiex Pharmaceuticals</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>36106P101</cusip>
<value>2689</value>
<shrsOrPrnAmt>
<sshPrnamt>25326</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>25326</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>General Dynamics Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>369550108</cusip>
<value>437</value>
<shrsOrPrnAmt>
<sshPrnamt>3746</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3746</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>General Electric Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>369604103</cusip>
<value>11498</value>
<shrsOrPrnAmt>
<sshPrnamt>437520</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>8510</Sole>
<Shared>429010</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>General Mills Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>370334104</cusip>
<value>9853</value>
<shrsOrPrnAmt>
<sshPrnamt>187525</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>990</Sole>
<Shared>186535</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares Russell Midcap Index Fund</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287499</cusip>
<value>1658</value>
<shrsOrPrnAmt>
<sshPrnamt>10200</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>10200</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares S&amp;P Index Fund</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287200</cusip>
<value>372</value>
<shrsOrPrnAmt>
<sshPrnamt>1888</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>49</Sole>
<Shared>1839</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ishares S&amp;P Midcap 400</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287507</cusip>
<value>1883</value>
<shrsOrPrnAmt>
<sshPrnamt>13160</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>13160</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares S&amp;P SmallCap 600 Index Fund</nameOfIssuer>
<titleOfClass>-ETF Equity</titleOfClass>
<cusip>464287804</cusip>
<value>263</value>
<shrsOrPrnAmt>
<sshPrnamt>2350</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>2350</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IShares Silver Trust</nameOfIssuer>
<titleOfClass>-ETF Other</titleOfClass>
<cusip>46428Q109</cusip>
<value>279</value>
<shrsOrPrnAmt>
<sshPrnamt>13800</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>13800</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>ITT Corp Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>450911201</cusip>
<value>71435</value>
<shrsOrPrnAmt>
<sshPrnamt>1485127</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>474004</Sole>
<Shared>1011123</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>IXYS Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>46600W106</cusip>
<value>358</value>
<shrsOrPrnAmt>
<sshPrnamt>29028</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>720</Sole>
<Shared>28308</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>J &amp; J Snack Foods Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>466032109</cusip>
<value>607</value>
<shrsOrPrnAmt>
<sshPrnamt>6453</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>440</Sole>
<Shared>6013</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Jacobs Engineering Group</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>469814107</cusip>
<value>971</value>
<shrsOrPrnAmt>
<sshPrnamt>18220</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>18220</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Johnson &amp; Johnson Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>478160104</cusip>
<value>35457</value>
<shrsOrPrnAmt>
<sshPrnamt>338916</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>49371</Sole>
<Shared>289545</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Johnson Controls Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>478366107</cusip>
<value>986</value>
<shrsOrPrnAmt>
<sshPrnamt>19750</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>19750</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>JP Morgan Chase &amp; Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>46625H100</cusip>
<value>23847</value>
<shrsOrPrnAmt>
<sshPrnamt>413872</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>88626</Sole>
<Shared>325246</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Kansas City Southern Industries, Inc.  </nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>485170302</cusip>
<value>851</value>
<shrsOrPrnAmt>
<sshPrnamt>7915</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7915</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Kennametal Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>489170100</cusip>
<value>526</value>
<shrsOrPrnAmt>
<sshPrnamt>11360</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>11360</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Keycorp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>493267108</cusip>
<value>287</value>
<shrsOrPrnAmt>
<sshPrnamt>20000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>20000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Kimberly Clark Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>494368103</cusip>
<value>4720</value>
<shrsOrPrnAmt>
<sshPrnamt>42442</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>175</Sole>
<Shared>42267</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Kinder Morgan Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>49456B101</cusip>
<value>1036</value>
<shrsOrPrnAmt>
<sshPrnamt>28576</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>28576</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Kirkland's inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>497498105</cusip>
<value>577</value>
<shrsOrPrnAmt>
<sshPrnamt>31125</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>18755</Sole>
<Shared>12370</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Kodiak Oil &amp; Gas</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>50015Q100</cusip>
<value>733</value>
<shrsOrPrnAmt>
<sshPrnamt>50353</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>29605</Sole>
<Shared>20748</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Kohls Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>500255104</cusip>
<value>487</value>
<shrsOrPrnAmt>
<sshPrnamt>9237</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>9237</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Laclede Group Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>505597104</cusip>
<value>523</value>
<shrsOrPrnAmt>
<sshPrnamt>10782</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>6085</Sole>
<Shared>4697</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Lakeland Financial Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>511656100</cusip>
<value>1047</value>
<shrsOrPrnAmt>
<sshPrnamt>27425</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>16587</Sole>
<Shared>10838</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Latin American Discovery Fund</nameOfIssuer>
<titleOfClass>-Mutual Equity</titleOfClass>
<cusip>51828C106</cusip>
<value>157</value>
<shrsOrPrnAmt>
<sshPrnamt>11400</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>11400</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Lawson Products, Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>520776105</cusip>
<value>166</value>
<shrsOrPrnAmt>
<sshPrnamt>10200</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>10200</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>LHC Group Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>50187A107</cusip>
<value>783</value>
<shrsOrPrnAmt>
<sshPrnamt>36662</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>22085</Sole>
<Shared>14577</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Liberty Global PLC</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>G5480U104</cusip>
<value>667</value>
<shrsOrPrnAmt>
<sshPrnamt>15076</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>15076</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Liberty Global PLC</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>G5480U120</cusip>
<value>1981</value>
<shrsOrPrnAmt>
<sshPrnamt>46820</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>46820</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Lilly Eli &amp; Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>532457108</cusip>
<value>333</value>
<shrsOrPrnAmt>
<sshPrnamt>5361</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>5361</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Lincoln Electric Holdings</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>533900106</cusip>
<value>1703</value>
<shrsOrPrnAmt>
<sshPrnamt>24367</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1750</Sole>
<Shared>22617</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>LKQ Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>501889208</cusip>
<value>65748</value>
<shrsOrPrnAmt>
<sshPrnamt>2463384</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>496235</Sole>
<Shared>1967149</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Logitech International</nameOfIssuer>
<titleOfClass>-Common ADR P4</titleOfClass>
<cusip>H50430232</cusip>
<value>846</value>
<shrsOrPrnAmt>
<sshPrnamt>64910</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>39105</Sole>
<Shared>25805</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Lowe's Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>548661107</cusip>
<value>8918</value>
<shrsOrPrnAmt>
<sshPrnamt>185839</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>7172</Sole>
<Shared>178667</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>LSB Industries Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>502160104</cusip>
<value>12000</value>
<shrsOrPrnAmt>
<sshPrnamt>287970</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>93685</Sole>
<Shared>194285</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>LyondellBasell Industries N.V. Cl A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>N53745100</cusip>
<value>25797</value>
<shrsOrPrnAmt>
<sshPrnamt>264181</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>95797</Sole>
<Shared>168384</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Macy's Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>55616P104</cusip>
<value>23780</value>
<shrsOrPrnAmt>
<sshPrnamt>409856</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>131435</Sole>
<Shared>278421</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Magellan Midstream Partners LP</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>559080106</cusip>
<value>1311</value>
<shrsOrPrnAmt>
<sshPrnamt>15594</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>15594</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Magna International Class A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>559222401</cusip>
<value>216</value>
<shrsOrPrnAmt>
<sshPrnamt>2000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>2000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Magnum Hunter Resources Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>55973B102</cusip>
<value>751</value>
<shrsOrPrnAmt>
<sshPrnamt>91625</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>9850</Sole>
<Shared>81775</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Marathon Oil Group</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>565849106</cusip>
<value>378</value>
<shrsOrPrnAmt>
<sshPrnamt>9461</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>9461</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Marathon Petroleum Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>56585A102</cusip>
<value>348</value>
<shrsOrPrnAmt>
<sshPrnamt>4460</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4460</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>MarketAxess Holdings Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>57060D108</cusip>
<value>10637</value>
<shrsOrPrnAmt>
<sshPrnamt>196758</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>71116</Sole>
<Shared>125642</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Marsh &amp; McLennan</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>571748102</cusip>
<value>14338</value>
<shrsOrPrnAmt>
<sshPrnamt>276682</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>9540</Sole>
<Shared>267142</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Mastercard Inc-Class A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>57636Q104</cusip>
<value>463</value>
<shrsOrPrnAmt>
<sshPrnamt>6300</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>250</Sole>
<Shared>6050</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Matrix Service Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>576853105</cusip>
<value>6389</value>
<shrsOrPrnAmt>
<sshPrnamt>194845</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>70170</Sole>
<Shared>124675</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>McCormick &amp; Company Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>579780206</cusip>
<value>4619</value>
<shrsOrPrnAmt>
<sshPrnamt>64520</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>64520</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>McDermott Intl Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>580037109</cusip>
<value>765</value>
<shrsOrPrnAmt>
<sshPrnamt>94581</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>57315</Sole>
<Shared>37266</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>McDonalds Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>580135101</cusip>
<value>10230</value>
<shrsOrPrnAmt>
<sshPrnamt>101544</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>900</Sole>
<Shared>100644</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>McGraw Hill</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>580645109</cusip>
<value>660</value>
<shrsOrPrnAmt>
<sshPrnamt>7950</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7950</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>MDU Resources Group Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>552690109</cusip>
<value>539</value>
<shrsOrPrnAmt>
<sshPrnamt>15350</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>15350</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Mead Johnson Nutrition Co - A</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>582839106</cusip>
<value>766</value>
<shrsOrPrnAmt>
<sshPrnamt>8217</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>8217</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Medtronic Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>585055106</cusip>
<value>407</value>
<shrsOrPrnAmt>
<sshPrnamt>6385</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6385</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Merck &amp; Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>58933Y105</cusip>
<value>6469</value>
<shrsOrPrnAmt>
<sshPrnamt>111819</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>3345</Sole>
<Shared>108474</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Merge Healthcare Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>589499102</cusip>
<value>88</value>
<shrsOrPrnAmt>
<sshPrnamt>38746</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>38746</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Mettler-Toledo International</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>592688105</cusip>
<value>54119</value>
<shrsOrPrnAmt>
<sshPrnamt>213757</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>42332</Sole>
<Shared>171425</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>MFS Investment Grade Municip</nameOfIssuer>
<titleOfClass>-Mutual Fixed</titleOfClass>
<cusip>59318B108</cusip>
<value>158</value>
<shrsOrPrnAmt>
<sshPrnamt>17000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>17000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>MFS Municipal Income Trust</nameOfIssuer>
<titleOfClass>-Mutual Fixed</titleOfClass>
<cusip>552738106</cusip>
<value>66</value>
<shrsOrPrnAmt>
<sshPrnamt>10000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>10000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Microchip Technology Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>595017104</cusip>
<value>23985</value>
<shrsOrPrnAmt>
<sshPrnamt>491391</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2616</Sole>
<Shared>488775</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Microsoft Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>594918104</cusip>
<value>17457</value>
<shrsOrPrnAmt>
<sshPrnamt>418634</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>116325</Sole>
<Shared>302309</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Minerals Technologies Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>603158106</cusip>
<value>2269</value>
<shrsOrPrnAmt>
<sshPrnamt>34600</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>12198</Sole>
<Shared>22402</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Mistras Group</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>60649T107</cusip>
<value>11177</value>
<shrsOrPrnAmt>
<sshPrnamt>455824</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>157002</Sole>
<Shared>298822</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Mondelez International Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>609207105</cusip>
<value>280</value>
<shrsOrPrnAmt>
<sshPrnamt>7453</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7453</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Monsanto Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>61166W101</cusip>
<value>791</value>
<shrsOrPrnAmt>
<sshPrnamt>6339</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>6339</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Moody's Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>615369105</cusip>
<value>4042</value>
<shrsOrPrnAmt>
<sshPrnamt>46114</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>46114</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>MSC Industrial Direct Co. Class A</nameOfIssuer>
<titleOfClass>-Common Stk P0</titleOfClass>
<cusip>553530106</cusip>
<value>853</value>
<shrsOrPrnAmt>
<sshPrnamt>8917</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1155</Sole>
<Shared>7762</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>MWI Veterinary Supply</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>55402X105</cusip>
<value>284</value>
<shrsOrPrnAmt>
<sshPrnamt>2000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>2000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Myers Industries Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>628464109</cusip>
<value>16343</value>
<shrsOrPrnAmt>
<sshPrnamt>813487</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>300595</Sole>
<Shared>512892</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>National Penn Bancshares INc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>637138108</cusip>
<value>880</value>
<shrsOrPrnAmt>
<sshPrnamt>83222</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>8990</Sole>
<Shared>74232</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>National-Oilwell Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>637071101</cusip>
<value>311</value>
<shrsOrPrnAmt>
<sshPrnamt>3774</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3774</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>NCR Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>62886E108</cusip>
<value>1021</value>
<shrsOrPrnAmt>
<sshPrnamt>29091</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>3057</Sole>
<Shared>26034</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Neenah Paper Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>640079109</cusip>
<value>1023</value>
<shrsOrPrnAmt>
<sshPrnamt>19255</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2073</Sole>
<Shared>17182</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>NETAPP Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>64110D104</cusip>
<value>203</value>
<shrsOrPrnAmt>
<sshPrnamt>5570</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>5570</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>NETGEAR Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>64111Q104</cusip>
<value>883</value>
<shrsOrPrnAmt>
<sshPrnamt>25387</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>15382</Sole>
<Shared>10005</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Neustar Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>64126X201</cusip>
<value>323</value>
<shrsOrPrnAmt>
<sshPrnamt>12400</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>270</Sole>
<Shared>12130</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>New Jersey Resources Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>646025106</cusip>
<value>627</value>
<shrsOrPrnAmt>
<sshPrnamt>10977</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>6625</Sole>
<Shared>4352</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>NewLink Genetics Corp.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>651511107</cusip>
<value>5557</value>
<shrsOrPrnAmt>
<sshPrnamt>209290</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>209290</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>NextEra Energy Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>65339F101</cusip>
<value>4374</value>
<shrsOrPrnAmt>
<sshPrnamt>42681</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>42681</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>NGL Energy Partners LP</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>62913M107</cusip>
<value>433</value>
<shrsOrPrnAmt>
<sshPrnamt>10000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>10000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>NII Holding Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>62913F201</cusip>
<value>17</value>
<shrsOrPrnAmt>
<sshPrnamt>31059</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>31059</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Nike Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>654106103</cusip>
<value>4211</value>
<shrsOrPrnAmt>
<sshPrnamt>54302</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>3505</Sole>
<Shared>50797</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Noble Corp PLC</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>G65431101</cusip>
<value>817</value>
<shrsOrPrnAmt>
<sshPrnamt>24330</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>24330</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Nordson Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>655663102</cusip>
<value>964</value>
<shrsOrPrnAmt>
<sshPrnamt>12021</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1280</Sole>
<Shared>10741</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Norfolk Southern Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>655844108</cusip>
<value>221</value>
<shrsOrPrnAmt>
<sshPrnamt>2146</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>2146</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Northern Tr Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>665859104</cusip>
<value>23967</value>
<shrsOrPrnAmt>
<sshPrnamt>373257</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>360</Sole>
<Shared>372897</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Novartis AG ADR</nameOfIssuer>
<titleOfClass>-Common ADR P4</titleOfClass>
<cusip>66987V109</cusip>
<value>1626</value>
<shrsOrPrnAmt>
<sshPrnamt>17956</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>132</Sole>
<Shared>17824</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>NuVasive Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>670704105</cusip>
<value>6613</value>
<shrsOrPrnAmt>
<sshPrnamt>185916</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>66889</Sole>
<Shared>119027</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Nuveen Quality Preferred II</nameOfIssuer>
<titleOfClass>-Mutual Other</titleOfClass>
<cusip>67072C105</cusip>
<value>253</value>
<shrsOrPrnAmt>
<sshPrnamt>28000</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>4000</Sole>
<Shared>24000</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>NXP Semiconductors N.V.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>N6596X109</cusip>
<value>26034</value>
<shrsOrPrnAmt>
<sshPrnamt>393376</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>116630</Sole>
<Shared>276746</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>O'Reilly Automotive Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>67103H107</cusip>
<value>6540</value>
<shrsOrPrnAmt>
<sshPrnamt>43428</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2285</Sole>
<Shared>41143</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Occidental Petroleum Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>674599105</cusip>
<value>3244</value>
<shrsOrPrnAmt>
<sshPrnamt>31605</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2260</Sole>
<Shared>29345</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Oceaneering International Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>675232102</cusip>
<value>2804</value>
<shrsOrPrnAmt>
<sshPrnamt>35894</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1120</Sole>
<Shared>34774</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Oge Energy Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>670837103</cusip>
<value>297</value>
<shrsOrPrnAmt>
<sshPrnamt>7608</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7608</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Olin Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>680665205</cusip>
<value>7571</value>
<shrsOrPrnAmt>
<sshPrnamt>281256</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>95598</Sole>
<Shared>185658</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>OM Group Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>670872100</cusip>
<value>2040</value>
<shrsOrPrnAmt>
<sshPrnamt>62918</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>22224</Sole>
<Shared>40694</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Omnicare Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>681904108</cusip>
<value>1760</value>
<shrsOrPrnAmt>
<sshPrnamt>26436</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2841</Sole>
<Shared>23595</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Omnicell Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>68213N109</cusip>
<value>12976</value>
<shrsOrPrnAmt>
<sshPrnamt>451955</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>147438</Sole>
<Shared>304517</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>On Semiconductor Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>682189105</cusip>
<value>523</value>
<shrsOrPrnAmt>
<sshPrnamt>57233</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>2400</Sole>
<Shared>54833</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>One Gas Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>68235P108</cusip>
<value>380</value>
<shrsOrPrnAmt>
<sshPrnamt>10060</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>10060</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>ONEOK Partners LP</nameOfIssuer>
<titleOfClass>-Other - Stock</titleOfClass>
<cusip>68268N103</cusip>
<value>25763</value>
<shrsOrPrnAmt>
<sshPrnamt>439643</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>340</Sole>
<Shared>439303</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Oneok, Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>682680103</cusip>
<value>2961</value>
<shrsOrPrnAmt>
<sshPrnamt>43491</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>43491</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Oplink Communications Ins</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>68375Q403</cusip>
<value>661</value>
<shrsOrPrnAmt>
<sshPrnamt>38929</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>23385</Sole>
<Shared>15544</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Oracle Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>68389X105</cusip>
<value>5677</value>
<shrsOrPrnAmt>
<sshPrnamt>140080</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>7196</Sole>
<Shared>132884</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Orasure Technologies Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>68554V108</cusip>
<value>1514</value>
<shrsOrPrnAmt>
<sshPrnamt>175865</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>61899</Sole>
<Shared>113966</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Orbital Sciences Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>685564106</cusip>
<value>922</value>
<shrsOrPrnAmt>
<sshPrnamt>31211</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>18895</Sole>
<Shared>12316</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Orthofix International NV</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>N6748L102</cusip>
<value>20960</value>
<shrsOrPrnAmt>
<sshPrnamt>578195</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>191113</Sole>
<Shared>387082</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>OSI Systems Inc.</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>671044105</cusip>
<value>13364</value>
<shrsOrPrnAmt>
<sshPrnamt>200215</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>59045</Sole>
<Shared>141170</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Outerwall Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>690070107</cusip>
<value>787</value>
<shrsOrPrnAmt>
<sshPrnamt>13259</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1429</Sole>
<Shared>11830</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>P.H. Glatfelter Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>377316104</cusip>
<value>2874</value>
<shrsOrPrnAmt>
<sshPrnamt>108339</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>32535</Sole>
<Shared>75804</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Pacholder Fund Inc.</nameOfIssuer>
<titleOfClass>-Mutual Fixed</titleOfClass>
<cusip>693742108</cusip>
<value>156</value>
<shrsOrPrnAmt>
<sshPrnamt>17410</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>17410</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Pall Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>696429307</cusip>
<value>18749</value>
<shrsOrPrnAmt>
<sshPrnamt>219570</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>60283</Sole>
<Shared>159287</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Panera Bread</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>69840W108</cusip>
<value>811</value>
<shrsOrPrnAmt>
<sshPrnamt>5414</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>583</Sole>
<Shared>4831</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Pantry Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>698657103</cusip>
<value>788</value>
<shrsOrPrnAmt>
<sshPrnamt>48666</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>29335</Sole>
<Shared>19331</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Parker Drilling Co</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>701081101</cusip>
<value>1026</value>
<shrsOrPrnAmt>
<sshPrnamt>157411</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>93433</Sole>
<Shared>63978</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Patterson Companies Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>703395103</cusip>
<value>1236</value>
<shrsOrPrnAmt>
<sshPrnamt>31290</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1170</Sole>
<Shared>30120</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>PDC Energy</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>69327R101</cusip>
<value>9989</value>
<shrsOrPrnAmt>
<sshPrnamt>158186</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>53600</Sole>
<Shared>104586</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Penford Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>707051108</cusip>
<value>5750</value>
<shrsOrPrnAmt>
<sshPrnamt>448176</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>121665</Sole>
<Shared>326511</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Peoples Bancorp Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>709789101</cusip>
<value>1171</value>
<shrsOrPrnAmt>
<sshPrnamt>44269</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>26410</Sole>
<Shared>17859</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Pepsico Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>713448108</cusip>
<value>21352</value>
<shrsOrPrnAmt>
<sshPrnamt>239002</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>4744</Sole>
<Shared>234258</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Perrigo Company PLC</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>G97822103</cusip>
<value>67710</value>
<shrsOrPrnAmt>
<sshPrnamt>464533</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>87842</Sole>
<Shared>376691</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Petroquest Energy Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>716748108</cusip>
<value>10653</value>
<shrsOrPrnAmt>
<sshPrnamt>1416616</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>497514</Sole>
<Shared>919102</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Pfizer Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>717081103</cusip>
<value>23258</value>
<shrsOrPrnAmt>
<sshPrnamt>783635</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>9809</Sole>
<Shared>773826</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Philip Morris International</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>718172109</cusip>
<value>659</value>
<shrsOrPrnAmt>
<sshPrnamt>7819</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>7819</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Phillips 66</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>718546104</cusip>
<value>3502</value>
<shrsOrPrnAmt>
<sshPrnamt>43545</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1321</Sole>
<Shared>42224</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Pilgrim's Pride Corp</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>72147K108</cusip>
<value>5870</value>
<shrsOrPrnAmt>
<sshPrnamt>214561</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>66950</Sole>
<Shared>147611</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Piper Jaffray Companies</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>724078100</cusip>
<value>880</value>
<shrsOrPrnAmt>
<sshPrnamt>17006</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>10280</Sole>
<Shared>6726</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Plains All American Pipeline LP</nameOfIssuer>
<titleOfClass>-Other - Stock</titleOfClass>
<cusip>726503105</cusip>
<value>267</value>
<shrsOrPrnAmt>
<sshPrnamt>4450</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>4450</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Plum Creek Timber Company Inc</nameOfIssuer>
<titleOfClass>-REIT</titleOfClass>
<cusip>729251108</cusip>
<value>4590</value>
<shrsOrPrnAmt>
<sshPrnamt>101778</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>101778</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>PNC Financial Services Group</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>693475105</cusip>
<value>342</value>
<shrsOrPrnAmt>
<sshPrnamt>3846</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>3846</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Polycom Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>73172K104</cusip>
<value>16237</value>
<shrsOrPrnAmt>
<sshPrnamt>1295854</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>449614</Sole>
<Shared>846240</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>PolyOne Corporation</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>73179P106</cusip>
<value>404</value>
<shrsOrPrnAmt>
<sshPrnamt>9594</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>557</Sole>
<Shared>9037</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Portfolio Recovery Associates Inc</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>73640Q105</cusip>
<value>783</value>
<shrsOrPrnAmt>
<sshPrnamt>13152</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>1420</Sole>
<Shared>11732</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Portland General Electric Company</nameOfIssuer>
<titleOfClass>-Common Stock</titleOfClass>
<cusip>736508847</cusip>
<value>597</value>
<shrsOrPrnAmt>
<sshPrnamt>17228</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>0</otherManager>
<votingAuthority>
<Sole>9513</Sole>
<Shared>7715</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
</informationTable>
