The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aegion Corp. COM 00770F104 27,878 1,428,928 SH   SOLE   1,315,963 0 112,965
AGCO Corp. COM 001084102 191,522 4,063,701 SH   SOLE   3,866,476 0 197,225
American Express Co. COM 025816109 2,020 33,245 SH   SOLE   33,245 0 0
Amsurg Corp COM 03232P405 88,516 1,141,547 SH   SOLE   1,106,637 0 34,910
Brink's Co. COM 109696104 71,618 2,513,805 SH   SOLE   2,440,840 0 72,965
Broadridge Financial Solutions COM 11133T103 143,303 2,197,900 SH   SOLE   2,094,155 0 103,745
Centene Corp. COM 15135B101 234,170 3,281,076 SH   SOLE   3,124,731 0 156,345
Chicago Bridge & Iron Co. COM 167250109 205,576 5,936,356 SH   SOLE   5,654,901 0 281,455
Clean Harbors, Inc. COM 184496107 190,037 3,646,840 SH   SOLE   3,479,650 0 167,190
Crane Co COM 224399105 11,794 207,940 SH   SOLE   199,570 0 8,370
Darling Ingredients, Inc. COM 237266101 252,651 16,956,437 SH   SOLE   16,143,972 0 812,465
Diebold, Inc. COM 253651103 71,179 2,866,636 SH   SOLE   2,778,321 0 88,315
Discover Financial Services COM 254709108 2,154 40,200 SH   SOLE   40,200 0 0
Federal Signal Corp COM 313855108 348 27,000 SH   SOLE   27,000 0 0
Flowserve Corp. COM 34354P105 116,883 2,587,627 SH   SOLE   2,436,742 0 150,885
Hanesbrands, Inc. COM 410345102 119,714 4,763,777 SH   SOLE   4,477,312 0 286,465
Hill-Rom Holdings, Inc. COM 431475102 78,305 1,552,136 SH   SOLE   1,504,381 0 47,755
IDEX Corp. COM 45167R104 151,300 1,842,874 SH   SOLE   1,756,449 0 86,425
Ingevity Corp COM 45688C107 10,936 321,276 SH   SOLE   301,791 0 19,485
Knowles Corporation COM 49926D109 94,755 6,926,532 SH   SOLE   6,527,397 0 399,135
Koppers Holdings, Inc. COM 50060P106 47,083 1,532,148 SH   SOLE   1,451,058 0 81,090
Middleby Corp. COM 596278101 15,037 130,471 SH   SOLE   123,521 0 6,950
Murphy USA Inc. COM 626755102 111,367 1,501,715 SH   SOLE   1,413,570 0 88,145
Newfield Exploration Co. COM 651290108 178,732 4,045,532 SH   SOLE   3,861,682 0 183,850
Nordson Corp. COM 655663102 62,360 745,841 SH   SOLE   722,711 0 23,130
OGE Energy Corp. COM 670837103 182,605 5,575,722 SH   SOLE   5,256,847 0 318,875
Pentair plc COM G7S00T104 58,490 1,003,425 SH   SOLE   916,145 0 87,280
Polaris Industries, Inc. COM 731068102 217,117 2,655,540 SH   SOLE   2,526,710 0 128,830
Sanderson Farms, Inc. COM 800013104 81,359 939,045 SH   SOLE   908,870 0 30,175
Tenneco Inc COM 880349105 72,157 1,548,098 SH   SOLE   1,504,633 0 43,465
Thor Industries, Inc. COM 885160101 171,590 2,650,454 SH   SOLE   2,522,494 0 127,960
Timken Co. COM 887389104 172,579 5,628,800 SH   SOLE   5,354,345 0 274,455
Trinity Industries, Inc. COM 896522109 154,873 8,339,953 SH   SOLE   7,935,002 0 404,951
Walter Investment Management C COM 93317W102 6,005 2,175,766 SH   SOLE   2,067,366 0 108,400
Western Union Co. COM 959802109 137,520 7,169,965 SH   SOLE   6,757,330 0 412,635
WestRock Co COM 96145D105 75,029 1,930,258 SH   SOLE   1,814,385 0 115,873