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
Aaron's, Inc. Common 002535300 246,451,427 8,061,872 SH   SOLE 0 7,457,797 604,075 0
Cablevision Systems Corporation Cl A Common 12686C109 242,289,349 11,738,825 SH   SOLE 0 10,838,604 900,221 0
ADT Corporation Common 00101j106 234,056,373 6,460,291 SH   SOLE 0 5,980,658 479,634 0
Axiall Corporation Common 05463D100 223,395,501 5,260,077 SH   SOLE 0 4,869,883 390,195 0
Entegris, Inc. Common 29362U104 213,427,880 16,156,539 SH   SOLE 0 14,940,939 1,215,600 0
USG Corporation Common 903293405 187,203,725 6,688,236 SH   SOLE 0 6,155,886 532,350 0
PerkinElmer, Inc. Common 714046109 178,875,553 4,090,454 SH   SOLE 0 3,762,829 327,625 0
Knowles Corporation Common 49926d109 173,246,658 7,356,546 SH   SOLE 0 6,713,006 643,540 0
VCA Inc. Common 918194101 162,488,959 3,331,740 SH   SOLE 0 3,082,897 248,843 0
Live Nation Entertainment, Inc. Common 538034109 162,030,252 6,205,678 SH   SOLE 0 5,781,821 423,857 0
Exelis Inc. Common 30162A108 159,320,177 9,088,430 SH   SOLE 0 8,242,712 845,718 0
Pfizer Inc. Common 717081103 125,844,572 4,039,954 SH   SOLE 0 3,736,854 303,100 0
WPX Energy Inc. Common 98212b103 122,882,359 10,565,981 SH   SOLE 0 9,605,490 960,491 0
Lindsay Corporation Common 535555106 115,611,987 1,348,402 SH   SOLE 0 1,191,252 157,150 0
Compass Minerals International, Inc. Common 20451N101 113,530,919 1,307,508 SH   SOLE 0 1,153,861 153,647 0
General Electric Com Common 369604103 108,355,185 4,287,898 SH   SOLE 0 3,952,798 335,100 0
TimkenSteel Corporation Common 887399103 104,090,182 2,810,969 SH   SOLE 0 2,500,626 310,343 0
Calgon Carbon Corp Common 129603106 99,009,967 4,764,676 SH   SOLE 0 4,242,926 521,750 0
General Motors Common 37045v100 92,387,729 2,646,454 SH   SOLE 0 2,595,272 51,183 0
Deere & Company Common 244199105 91,457,768 1,033,771 SH   SOLE 0 1,015,042 18,730 0
Mosaic Co. Common 61945c103 88,995,890 1,949,526 SH   SOLE 0 1,905,027 44,500 0
Molson Coors Brewing Co Cl B Cl B Common 60871R209 88,266,555 1,184,468 SH   SOLE 0 1,169,668 14,800 0
NOW Inc. Common 67011p100 84,394,760 3,280,014 SH   SOLE 0 2,909,064 370,950 0
Corning Inc. Common 219350105 81,004,054 3,532,667 SH   SOLE 0 3,470,767 61,900 0
CIT Group Inc. Common 125581801 76,814,214 1,605,984 SH   SOLE 0 1,580,134 25,850 0
Cabot Microelectronics Com Common 12709p103 72,336,096 1,528,658 SH   SOLE 0 1,426,558 102,100 0
Checkpoint Systems Inc Common 162825103 67,854,799 4,942,083 SH   SOLE 0 4,376,096 565,987 0
CST Brands, Inc. Common 12646r105 62,154,934 1,425,245 SH   SOLE 0 1,227,845 197,400 0
Microsoft Corp Common 594918104 57,652,050 1,241,163 SH   SOLE 0 1,219,664 21,500 0
Devon Energy Corporation Common 25179m103 57,065,992 932,298 SH   SOLE 0 913,099 19,200 0
Bank of New York Mellon Corp. Common 064058100 50,846,624 1,253,306 SH   SOLE 0 1,229,606 23,700 0
Zoetis Inc. Common 98978V103 50,364,764 1,170,457 SH   SOLE 0 1,060,607 109,850 0
iShares Russell 2000 ETF ETF 464287655 21,245,110 177,605 SH   SOLE 0 154,505 23,100 0
Spdr Trust Series 1 ETF 78462F103 10,780,573 52,450 SH   SOLE 0 52,450 0 0
ChannelAdvisor Corporation Common 159179100 8,593,156 398,200 SH   SOLE 0 325,000 73,200 0
Post Properties 8.50% Preferred 737464206 1,457,572 22,907 SH   SOLE 0 21,907 1,000 0
Hecla Mining Common 422704106 837,000 300,000 SH   SOLE 0 300,000 0 0
Pebblebrook Hotel Trust Series A Preferred 70509V209 773,317 29,595 SH   SOLE 0 26,395 3,200 0
BOARDWALK PIPELIN PTNR UT LTD PARTNER Common 096627104 661,044 37,200 SH   SOLE 0 37,200 0 0
iShares iBoxx $ High Yield Corporate Bd ETF 464288513 613,760 6,850 SH   SOLE 0 6,850 0 0
Walt Disney Company Common 254687106 513,331 5,449 SH   SOLE 0 5,450 0 0
OCI Resources LP Common 67081b106 511,764 19,913 SH   SOLE 0 19,913 0 0
Constellation Brands Inc. - A Cl A Common 21036p108 505,575 5,150 SH   SOLE 0 5,150 0 0
E I Dupont Common 263534109 505,087 6,831 SH   SOLE 0 6,831 0 0
Newmont Mining Common 651639106 472,500 25,000 SH   SOLE 0 25,000 0 0
iShares S&P Small-Cap 600 Value ETF 464287879 460,201 3,902 SH   SOLE 0 3,902 0 0
Potash Corp Sask Inc Com Common 73755l107 423,840 12,000 SH   SOLE 0 12,000 0 0
Bank Of America Corp Common 060505104 423,098 23,650 SH   SOLE 0 23,650 0 0
Cincinnati Bell 6.75% Series B Preferred 171871403 413,616 8,400 SH   SOLE 0 6,400 2,000 0
iShares Trust Russell 2000 Value Index ETF 464287630 398,585 3,920 SH   SOLE 0 320 3,600 0
Johnson & Johnson Common 478160104 376,452 3,600 SH   SOLE 0 3,600 0 0
Procter & Gamble Co Common 742718109 318,360 3,495 SH   SOLE 0 3,495 0 0
WELLS FARGO & CO NEW DEP SHS SER J Preferred 949746879 306,285 10,500 SH   SOLE 0 10,500 0 0
Thermo Fisher Scientific, Inc Common 883556102 280,649 2,240 SH   SOLE 0 2,240 0 0
Powershares QQQ Trust Series I xxxx 73935A104 258,234 2,501 SH   SOLE 0 2,501 0 0
RPC Energy Services Common 749660106 250,372 19,200 SH   SOLE 0 19,200 0 0
Scripps Networks Inter - CL A Cl A Common 811065101 233,337 3,100 SH   SOLE 0 3,100 0 0
Berkshire Hathaway Inc. Class A Common 084990175 226,000 100 SH   SOLE 0 100 0 0
WESTLAKE CHEM CORP COM Common 960413102 213,815 3,500 SH   SOLE 0 3,500 0 0
EXXON MOBIL CORP COM Common 30231G102 203,390 2,200 SH   SOLE 0 2,200 0 0
Tiffany & Co. Common 886547108 203,034 1,900 SH   SOLE 0 1,900 0 0
Time Warner Inc. New Common 887317303 201,774 2,362 SH   SOLE 0 2,362 0 0