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
Estimated average burden
hours per response: 23.8
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
Apple COM 037833100 623 4,970 SH   SOLE   4,970 0 0
Artisan Partners COM 04316A108 14,967 322,143 SH   SOLE   312,143 0 10,000
Callaway Golf COM 131193104 8,986 1,005,125 SH   SOLE   967,525 0 37,600
Cinemark COM 17243v102 18,075 449,975 SH   SOLE   434,975 0 15,000
Cintas COM 172908105 8,723 103,125 SH   SOLE   102,175 0 950
Cisco COM 17275r102 9,525 346,885 SH   SOLE   341,485 0 5,400
Clean Harbors COM 184496107 17,223 320,480 SH   SOLE   309,830 0 10,650
Compass Minerals COM 20451n101 11,495 139,940 SH   SOLE   135,240 0 4,700
Douglas Dynamics COM 25960R105 11,256 524,000 SH   SOLE   508,650 0 15,350
Exxon Mobil COM 30231g102 354 4,250 SH   SOLE   4,250 0 0
FTI Consulting COM 302941109 17,873 433,400 SH   SOLE   418,600 0 14,800
Generac Holdings COM 368736104 16,131 405,810 SH   SOLE   393,460 0 12,350
Gentex COM 371901109 16,756 1,020,446 SH   SOLE   988,046 0 32,400
Hasbro COM 418056107 9,674 129,350 SH   SOLE   122,750 0 6,600
Hill-Rom Holdings COM 431475102 15,347 282,487 SH   SOLE   273,612 0 8,875
Hillenbrand COM 431571108 17,376 566,006 SH   SOLE   545,106 0 20,900
Innophos COM 45774n108 17,074 324,348 SH   SOLE   314,548 0 9,800
Intel COM 458140100 4,224 138,878 SH   SOLE   136,678 0 2,200
Johnson & Johnson COM 478160104 8,102 83,134 SH   SOLE   81,934 0 1,200
Knowles COM 49926D109 20,193 1,115,640 SH   SOLE   1,081,640 0 34,000
Landauer COM 51476k103 16,807 471,573 SH   SOLE   458,373 0 13,200
Landstar System COM 515098101 4,989 74,600 SH   SOLE   69,200 0 5,400
Masimo COM 574795100 23,034 594,590 SH   SOLE   576,190 0 18,400
McDonalds COM 580135101 1,789 18,821 SH   SOLE   18,821 0 0
Microsoft COM 594918104 8,007 181,360 SH   SOLE   178,160 0 3,200
Mistras Group COM 60649t107 18,723 986,450 SH   SOLE   956,750 0 29,700
NextEra Energy COM 65339f101 306 3,125 SH   SOLE   3,125 0 0
Oracle COM 68389x105 6,159 152,820 SH   SOLE   150,570 0 2,250
Owens-Illinois COM 690768403 13,029 567,960 SH   SOLE   548,560 0 19,400
Pepsico COM 713448108 5,108 54,720 SH   SOLE   53,620 0 1,100
Philip Morris COM 718172109 1,984 24,750 SH   SOLE   24,750 0 0
PNC Finl Svcs COM 693475105 204 2,129 SH   SOLE   2,129 0 0
Rayonier Adv Materials COM 75508b104 10,434 641,677 SH   SOLE   622,227 0 19,450
SP Plus COM 78469c103 21,773 833,890 SH   SOLE   808,090 0 25,800
Synopsys COM 871607107 18,731 369,815 SH   SOLE   356,915 0 12,900
Teleflex COM 879369106 10,914 80,576 SH   SOLE   77,821 0 2,755
Thermo Fisher Scientific COM 883556102 4,355 33,565 SH   SOLE   33,025 0 540
Total System Services COM 891906109 20,111 481,466 SH   SOLE   464,666 0 16,800
Verint Systems COM 92343x100 17,820 293,350 SH   SOLE   283,850 0 9,500
Verizon COM 92343v104 5,391 115,653 SH   SOLE   114,353 0 1,300
Zimmer Biomet Holdings COM 98956P102 3,306 30,265 SH   SOLE   29,985 0 280
Alerian MLP ETF 00162q866 241 15,460 SH   SOLE   15,460 0 0
iShares IBMD ETF 464289339 284 5,425 SH   SOLE   5,425 0 0
iShares LQD ETF 464287242 266 2,300 SH   SOLE   2,300 0 0
iShares PFF ETF 464288687 266 6,795 SH   SOLE   6,795 0 0
SPDR RWX ETF 78463x863 212 5,060 SH   SOLE   5,060 0 0
Vanguard BND ETF 921937835 3,341 41,110 SH   SOLE   41,110 0 0
Vanguard VCSH ETF 92206c409 562 7,065 SH   SOLE   7,065 0 0
Vanguard VEU ETF 922042775 2,290 47,159 SH   SOLE   47,159 0 0
Vanguard VOO ETF 922908363 959 5,076 SH   SOLE   5,076 0 0
Vanguard VTI ETF 922908769 443 4,140 SH   SOLE   4,140 0 0