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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Actuant CorpCOM00508X20327,0641,090,866SH SOLE 1,013,068077,798
Aegion Corp.COM00770F10423,3861,270,966SH SOLE 1,181,371089,595
AGCO Corp.COM00108410261,451792,201SH SOLE 681,4800110,721
Belden IncCOM07745410625,701431,450SH SOLE 401,291030,159
Brink's Co.COM10969610482,2991,013,789SH SOLE 876,8650136,924
Broadridge Financial SolutionsCOM11133T10338,156298,837SH SOLE 258,694040,143
Centene Corp.COM15135B10141,406789,596SH SOLE 645,7660143,830
Clean Harbors Inc.COM18449610771,6121,007,201SH SOLE 870,6670136,534
Crane CoCOM22439910551,000611,218SH SOLE 520,729090,489
Darling Ingredients Inc.COM23726610187,4414,396,234SH SOLE 3,796,4810599,753
Discover Financial ServicesCOM2547091083,17440,909SH SOLE 40,90900
Dycom Industries IncCOM26747510193,2261,583,589SH SOLE 1,366,0070217,582
Encana CorpCOM29250510439,9177,781,129SH SOLE 6,716,65501,064,474
Extended Stay America, Inc.COM30224P20071,1334,211,525SH SOLE 3,644,1030567,422
First Horizon National CorpCOM32051710519,3291,294,651SH SOLE 1,027,8330266,818
Hanesbrands Inc.COM41034510233,7301,958,763SH SOLE 1,549,4080409,355
Hill-Rom Holdings Inc.COM43147510227,917266,838SH SOLE 247,767019,071
IDEX Corp.COM45167R10430,108174,904SH SOLE 137,837037,067
Knowles CorporationCOM49926D10931,1871,703,256SH SOLE 1,346,3640356,892
Koppers Holdings Inc.COM50060P10636,6241,247,410SH SOLE 1,170,920076,490
Murphy USA Inc.COM62675510235,471422,122SH SOLE 361,865060,257
Polaris Industries Inc.COM73106810247,593521,679SH SOLE 444,588077,091
Sanderson Farms Inc.COM80001310428,680210,016SH SOLE 194,994015,022
SEI Investments CoCOM7841171038,958159,685SH SOLE 129,063030,622
Stepan CoCOM85858610017,272187,925SH SOLE 174,789013,136
Thor Industries Inc.COM88516010153,601917,032SH SOLE 781,3580135,674
Timken Co.COM88738910482,6881,610,604SH SOLE 1,383,6920226,912
Tractor Supply Co.COM8923561062182,000SH SOLE 2,00000
Trinity Industries Inc.COM89652210950,3252,425,309SH SOLE 2,067,9670357,342
Watsco IncCOM9426222008,89754,404SH SOLE 43,784010,620
Western Union Co.COM95980210937,2261,871,581SH SOLE 1,528,8150342,766
WestRock CoCOM96145D10531,131853,593SH SOLE 677,6910175,902