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 |
| ADT Corp. | COM | 00101J106 | 179,700 | 5,353,008 | SH | SOLE | 4,437,588 | 0 | 915,420 | ||
| AGCO Corp. | COM | 001084102 | 338,635 | 5,963,979 | SH | SOLE | 5,301,779 | 0 | 662,200 | ||
| Aegion Corp. | COM | 00770F104 | 34,379 | 1,815,165 | SH | SOLE | 1,695,320 | 0 | 119,845 | ||
| Amsurg Corp | COM | 03232P405 | 115,781 | 1,655,199 | SH | SOLE | 1,508,429 | 0 | 146,770 | ||
| Ascent Capital Group Inc | COM | 043632108 | 8,997 | 210,500 | SH | SOLE | 210,500 | 0 | 0 | ||
| Brink's Co. | COM | 109696104 | 115,947 | 3,939,752 | SH | SOLE | 3,566,672 | 0 | 373,080 | ||
| Broadridge Financial Solutions | COM | 11133T103 | 197,766 | 3,954,529 | SH | SOLE | 3,427,649 | 0 | 526,880 | ||
| CARBO Ceramics, Inc. | COM | 140781105 | 71,813 | 1,725,026 | SH | SOLE | 1,528,551 | 0 | 196,475 | ||
| Centene Corp. | COM | 15135B101 | 309,374 | 3,847,931 | SH | SOLE | 3,448,316 | 0 | 399,615 | ||
| Chicago Bridge & Iron Co. | COM | 167250109 | 308,887 | 6,172,801 | SH | SOLE | 5,514,076 | 0 | 658,725 | ||
| Clean Harbors, Inc. | COM | 184496107 | 244,394 | 4,547,706 | SH | SOLE | 3,950,506 | 0 | 597,200 | ||
| Columbia Sportswear Co. | COM | 198516106 | 69,643 | 1,151,878 | SH | SOLE | 1,122,198 | 0 | 29,680 | ||
| Darling Ingredients, Inc. | COM | 237266101 | 322,422 | 21,993,317 | SH | SOLE | 19,549,242 | 0 | 2,444,075 | ||
| Diebold, Inc. | COM | 253651103 | 132,463 | 3,784,668 | SH | SOLE | 3,352,163 | 0 | 432,505 | ||
| Discover Financial Services | COM | 254709108 | 1,313 | 22,785 | SH | SOLE | 22,785 | 0 | 0 | ||
| Flowserve Corp. | COM | 34354P105 | 161,412 | 3,065,180 | SH | SOLE | 2,552,800 | 0 | 512,380 | ||
| Fresh Market, Inc. | COM | 35804H106 | 124,043 | 3,859,461 | SH | SOLE | 3,764,176 | 0 | 95,285 | ||
| Hanesbrands, Inc. | COM | 410345102 | 196,138 | 5,886,506 | SH | SOLE | 4,854,861 | 0 | 1,031,645 | ||
| Hill-Rom Holdings, Inc. | COM | 431475102 | 120,233 | 2,213,018 | SH | SOLE | 2,000,443 | 0 | 212,575 | ||
| IDEX Corp. | COM | 45167R104 | 189,266 | 2,408,572 | SH | SOLE | 2,201,442 | 0 | 207,130 | ||
| Iconix Brand Group, Inc. | COM | 451055107 | 124,786 | 4,997,422 | SH | SOLE | 4,483,507 | 0 | 513,915 | ||
| Intrepid Potash, Inc. | COM | 46121Y102 | 63,173 | 5,290,887 | SH | SOLE | 5,142,592 | 0 | 148,295 | ||
| Knowles Corporation | COM | 49926D109 | 75,772 | 4,186,283 | SH | SOLE | 3,719,417 | 0 | 466,866 | ||
| Koppers Holdings, Inc. | COM | 50060P106 | 54,192 | 2,192,225 | SH | SOLE | 2,120,170 | 0 | 72,055 | ||
| MeadWestvaco Corp. | COM | 583334107 | 101,561 | 2,152,162 | SH | SOLE | 1,883,157 | 0 | 269,005 | ||
| Middleby Corp. | COM | 596278101 | 41,172 | 366,854 | SH | SOLE | 351,054 | 0 | 15,800 | ||
| Murphy USA Inc. | COM | 626755102 | 60,176 | 1,078,034 | SH | SOLE | 956,674 | 0 | 121,360 | ||
| Newfield Exploration Co. | COM | 651290108 | 192,390 | 5,326,411 | SH | SOLE | 4,643,266 | 0 | 683,145 | ||
| Nordson Corp. | COM | 655663102 | 78,012 | 1,001,564 | SH | SOLE | 972,749 | 0 | 28,815 | ||
| OGE Energy Corp. | COM | 670837103 | 209,094 | 7,318,661 | SH | SOLE | 6,326,832 | 0 | 991,829 | ||
| Pentair plc | COM | G7S00T104 | 82,718 | 1,203,165 | SH | SOLE | 1,002,070 | 0 | 201,095 | ||
| Polaris Industries, Inc. | COM | 731068102 | 130,381 | 880,298 | SH | SOLE | 798,133 | 0 | 82,165 | ||
| S&P Midcap 400 Dep Rec Spdrs | COM | 78467Y107 | 3,093 | 11,320 | SH | SOLE | 11,320 | 0 | 0 | ||
| Sanderson Farms, Inc. | COM | 800013104 | 58,864 | 783,187 | SH | SOLE | 764,177 | 0 | 19,010 | ||
| Tenneco Inc | COM | 880349105 | 110,031 | 1,915,577 | SH | SOLE | 1,741,997 | 0 | 173,580 | ||
| Thor Industries, Inc. | COM | 885160101 | 211,339 | 3,755,128 | SH | SOLE | 3,349,788 | 0 | 405,340 | ||
| Tidewater, Inc. | COM | 886423102 | 99,886 | 4,394,464 | SH | SOLE | 3,627,589 | 0 | 766,875 | ||
| Timken Co. | COM | 887389104 | 171,178 | 4,680,842 | SH | SOLE | 4,058,567 | 0 | 622,275 | ||
| TimkenSteel Corp. | COM | 887399103 | 74,789 | 2,770,971 | SH | SOLE | 2,701,991 | 0 | 68,980 | ||
| Trinity Industries, Inc. | COM | 896522109 | 100,206 | 3,791,385 | SH | SOLE | 3,331,145 | 0 | 460,240 | ||
| Walter Investment Management C | COM | 93317W102 | 60,650 | 2,651,930 | SH | SOLE | 2,541,575 | 0 | 110,355 | ||
| Western Union Co. | COM | 959802109 | 174,448 | 8,580,794 | SH | SOLE | 7,160,504 | 0 | 1,420,290 | ||