The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGCO Corp. | COM | 001084102 | 231,246 | 3,827,313 | SH | SOLE | 3,484,323 | 0 | 342,990 | ||
| Brink's Company | COM | 109696104 | 118,032 | 4,170,752 | SH | SOLE | 4,036,297 | 0 | 134,455 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 130,054 | 4,096,201 | SH | SOLE | 3,636,806 | 0 | 459,395 | ||
| Carbo Ceramics | COM | 140781105 | 151,690 | 1,530,517 | SH | SOLE | 1,485,947 | 0 | 44,570 | ||
| Centene Corp. | COM | 15135B101 | 222,903 | 3,485,039 | SH | SOLE | 3,175,809 | 0 | 309,230 | ||
| Chicago Bridge & Iron | COM | 167250109 | 230,320 | 3,398,547 | SH | SOLE | 3,107,592 | 0 | 290,955 | ||
| Clean Harbors Inc | COM | 184496107 | 65,981 | 1,124,800 | SH | SOLE | 913,390 | 0 | 211,410 | ||
| Columbia Sportswear | COM | 198516106 | 82,981 | 1,377,730 | SH | SOLE | 1,334,625 | 0 | 43,105 | ||
| Darling International | COM | 237266101 | 219,933 | 10,393,806 | SH | SOLE | 9,507,556 | 0 | 886,250 | ||
| Diebold Inc. | COM | 253651103 | 109,555 | 3,731,421 | SH | SOLE | 3,619,321 | 0 | 112,100 | ||
| Flowserve Corp. | COM | 34354P105 | 73,470 | 1,177,590 | SH | SOLE | 955,625 | 0 | 221,965 | ||
| Hanesbrands Inc | COM | 410345102 | 76,122 | 1,221,667 | SH | SOLE | 993,797 | 0 | 227,870 | ||
| Hill-Rom Holdings, Inc. | COM | 431475102 | 118,517 | 3,307,761 | SH | SOLE | 3,207,186 | 0 | 100,575 | ||
| IDEX Corp. | COM | 45167R104 | 109,477 | 1,677,815 | SH | SOLE | 1,484,800 | 0 | 193,015 | ||
| Iconix Brand Group | COM | 451055107 | 151,210 | 4,550,415 | SH | SOLE | 4,421,010 | 0 | 129,405 | ||
| Intrepid Potash Inc | COM | 46121Y102 | 120,308 | 7,672,735 | SH | SOLE | 7,426,080 | 0 | 246,655 | ||
| Koppers Holdings Inc. | COM | 50060P106 | 86,844 | 2,036,199 | SH | SOLE | 1,973,834 | 0 | 62,365 | ||
| MeadWestvaco Corp. | COM | 583334107 | 72,546 | 1,890,199 | SH | SOLE | 1,532,854 | 0 | 357,345 | ||
| Middleby Corp. | COM | 596278101 | 92,096 | 440,841 | SH | SOLE | 426,006 | 0 | 14,835 | ||
| Newfield Exploration | COM | 651290108 | 140,781 | 5,143,610 | SH | SOLE | 4,535,120 | 0 | 608,490 | ||
| Nordson Corp. | COM | 655663102 | 90,445 | 1,228,374 | SH | SOLE | 1,157,649 | 0 | 70,725 | ||
| OGE Energy Corp. | COM | 670837103 | 108,523 | 3,007,016 | SH | SOLE | 2,642,936 | 0 | 364,080 | ||
| Pentair, Ltd. | COM | H6169Q108 | 46,924 | 722,578 | SH | SOLE | 560,488 | 0 | 162,090 | ||
| Polaris Industries Inc. | COM | 731068102 | 111,505 | 863,175 | SH | SOLE | 755,995 | 0 | 107,180 | ||
| Safeway Inc. | COM | 786514208 | 85,105 | 2,660,353 | SH | SOLE | 2,367,253 | 0 | 293,100 | ||
| Sanderson Farms, Inc. | COM | 800013104 | 91,533 | 1,403,013 | SH | SOLE | 1,359,628 | 0 | 43,385 | ||
| Thor Industries, Inc. | COM | 885160101 | 171,923 | 2,962,155 | SH | SOLE | 2,690,525 | 0 | 271,630 | ||
| Tidewater Inc | COM | 886423102 | 70,353 | 1,185,197 | SH | SOLE | 961,982 | 0 | 223,215 | ||
| Timken Co. | COM | 887389104 | 109,363 | 1,810,641 | SH | SOLE | 1,609,976 | 0 | 200,665 | ||
| Trinity Industries Inc. | COM | 896522109 | 229,223 | 5,054,530 | SH | SOLE | 4,611,891 | 0 | 442,639 | ||
| URS Corp. | COM | 903236107 | 239,947 | 4,464,137 | SH | SOLE | 4,072,682 | 0 | 391,455 | ||
| Verint Systems Inc | COM | 92343X100 | 3,658 | 98,698 | SH | SOLE | 98,698 | 0 | 0 | ||
| Western Union Co. | COM | 959802109 | 87,985 | 4,715,143 | SH | SOLE | 3,856,173 | 0 | 858,970 | ||