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
AGCO Corporation COM 001084102 117,455 2,363,270 SH   SOLE   2,363,270 0 0
AGCO Corporation COM 001084102 3,662 73,677 SH   OTR   0 0 73,677
AT&T COM 00206R102 306 7,800 SH   SOLE   7,800 0 0
Akamai Technologies COM 00971t101 130,772 2,353,290 SH   SOLE   2,353,290 0 0
Akamai Technologies COM 00971t101 4,446 80,014 SH   OTR   0 0 80,014
Alcoa Inc COM 013817101 156,623 16,348,997 SH   SOLE   16,348,997 0 0
Alcoa Inc COM 013817101 2,349 245,228 SH   OTR   0 0 245,228
Apache Corp COM 037411105 791 16,200 SH   SOLE   16,200 0 0
Atwood Oceanics COM 050095108 5,513 601,197 SH   SOLE   601,197 0 0
Atwood Oceanics COM 050095108 1,396 152,200 SH   OTR   0 0 152,200
BP PLC COM 055622104 1,237 40,984 SH   SOLE   40,984 0 0
BorgWarner COM 099724106 87,890 2,288,804 SH   SOLE   2,288,804 0 0
BorgWarner COM 099724106 1,260 32,816 SH   OTR   0 0 32,816
Boston Scientific COM 101137107 875 46,500 SH   SOLE   46,500 0 0
Boston Scientific COM 101137107 63 3,350 SH   OTR   0 0 3,350
Bunge Ltd. COM G16962105 21,210 374,268 SH   SOLE   374,268 0 0
Bunge Ltd. COM G16962105 287 5,071 SH   OTR   0 0 5,071
Carnival Corp COM 143658300 1,113 21,100 SH   SOLE   21,100 0 0
Carnival Corp COM 143658300 98 1,850 SH   OTR   0 0 1,850
Chicago Bridge & Iron COM 167250109 91,215 2,492,902 SH   SOLE   2,492,902 0 0
Chicago Bridge & Iron COM 167250109 3,230 88,263 SH   OTR   0 0 88,263
Cincinnati Financial COM 172062101 38,471 588,594 SH   SOLE   588,594 0 0
Cincinnati Financial COM 172062101 679 10,395 SH   OTR   0 0 10,395
Cisco Systems COM 17275R102 1,058 37,150 SH   SOLE   37,150 0 0
Cisco Systems COM 17275R102 84 2,950 SH   OTR   0 0 2,950
Cooper Tire & Rubber Co. COM 216831107 21,228 573,409 SH   SOLE   573,409 0 0
Cooper Tire & Rubber Co. COM 216831107 298 8,053 SH   OTR   0 0 8,053
Copa Holdings COM P31076105 187,413 2,766,248 SH   SOLE   2,766,248 0 0
Copa Holdings COM P31076105 4,730 69,817 SH   OTR   0 0 69,817
Cree, Inc. COM 225447101 149,240 5,128,525 SH   SOLE   5,128,525 0 0
Cree, Inc. COM 225447101 4,377 150,406 SH   OTR   0 0 150,406
DeVry Education Group COM 251893103 87,026 5,039,125 SH   SOLE   5,039,125 0 0
DeVry Education Group COM 251893103 2,460 142,440 SH   OTR   0 0 142,440
Discovery Communications COM 25470f302 1,722 63,770 SH   SOLE   63,770 0 0
Discovery Communications COM 25470f302 105 3,900 SH   OTR   0 0 3,900
Domtar Corp. COM 257559203 115,693 2,856,606 SH   SOLE   2,856,606 0 0
Domtar Corp. COM 257559203 3,662 90,428 SH   OTR   0 0 90,428
Donaldson Inc COM 257651109 57,611 1,805,411 SH   SOLE   1,805,411 0 0
Donaldson Inc COM 257651109 857 26,848 SH   OTR   0 0 26,848
EMC Corp COM 268648102 490 18,400 SH   SOLE   18,400 0 0
Eaton Vance COM 278265103 55,665 1,660,643 SH   SOLE   1,660,643 0 0
Eaton Vance COM 278265103 949 28,322 SH   OTR   0 0 28,322
FMC Corporation COM 302491303 137,718 3,411,385 SH   SOLE   3,411,385 0 0
FMC Corporation COM 302491303 3,942 97,659 SH   OTR   0 0 97,659
FMC Technologies COM 30249u101 157,204 5,745,774 SH   SOLE   5,745,774 0 0
FMC Technologies COM 30249u101 2,335 85,346 SH   OTR   0 0 85,346
Fluor Corp COM 343412102 1,206 22,450 SH   SOLE   22,450 0 0
Gentex Corp COM 371901109 124,629 7,943,241 SH   SOLE   7,943,241 0 0
Gentex Corp COM 371901109 3,568 227,410 SH   OTR   0 0 227,410
Gerdau S A Sponsored ADR COM 373737105 67,645 38,002,755 SH   SOLE   38,002,755 0 0
Gerdau S A Sponsored ADR COM 373737105 966 542,534 SH   OTR   0 0 542,534
Greif, Inc COM 397624107 1,382 42,200 SH   SOLE   42,200 0 0
Greif, Inc COM 397624107 2,083 63,610 SH   OTR   0 0 63,610
HMS Holdings Corp COM 40425J101 2,365 164,800 SH   OTR   0 0 164,800
HP Inc COM 40434L105 1,342 108,950 SH   SOLE   108,950 0 0
HP Inc COM 40434L105 81 6,600 SH   OTR   0 0 6,600
Haemonetics COM 405024100 2,207 63,100 SH   OTR   0 0 63,100
Hewlett Packard Enterprise Co COM 42824C109 1,644 92,750 SH   SOLE   92,750 0 0
Hewlett Packard Enterprise Co COM 42824C109 99 5,600 SH   OTR   0 0 5,600
Hologic Inc. COM 436440101 668 19,350 SH   SOLE   19,350 0 0
Hologic Inc. COM 436440101 53 1,550 SH   OTR   0 0 1,550
IBM COM 459200101 229 1,510 SH   SOLE   1,510 0 0
Interpublic Group COM 460690100 117,002 5,098,136 SH   SOLE   5,098,136 0 0
Interpublic Group COM 460690100 1,805 78,650 SH   OTR   0 0 78,650
Itron Inc. COM 465741106 109,717 2,629,849 SH   SOLE   2,629,849 0 0
Itron Inc. COM 465741106 1,620 38,841 SH   OTR   0 0 38,841
Jabil Circuit COM 466313103 109,947 5,705,607 SH   SOLE   5,705,607 0 0
Jabil Circuit COM 466313103 2,961 153,659 SH   OTR   0 0 153,659
Juniper Networks COM 48203R104 185,939 7,288,869 SH   SOLE   7,288,869 0 0
Juniper Networks COM 48203R104 2,856 111,970 SH   OTR   0 0 111,970
Kennametal COM 489170100 1,267 56,350 SH   SOLE   56,350 0 0
LKQ Corp COM 501889208 3,512 110,000 SH   SOLE   110,000 0 0
Lear Corp COM 521865204 98,961 890,175 SH   SOLE   890,175 0 0
Lear Corp COM 521865204 1,554 13,983 SH   OTR   0 0 13,983
Legg Mason COM 524901105 1,685 48,600 SH   SOLE   48,600 0 0
Legg Mason COM 524901105 113 3,250 SH   OTR   0 0 3,250
Liberty Interactive Corp COM 53071m104 650 25,760 SH   SOLE   25,760 0 0
Liberty Interactive Corp COM 53071m104 40 1,600 SH   OTR   0 0 1,600
Lions Gate Entertainment COM 535919203 94,743 4,336,046 SH   SOLE   4,336,046 0 0
Lions Gate Entertainment COM 535919203 1,345 61,556 SH   OTR   0 0 61,556
MDU Resources Group Inc COM 552690109 2,742 140,900 SH   OTR   0 0 140,900
Mattel COM 577081102 147,757 4,394,922 SH   SOLE   4,394,922 0 0
Mattel COM 577081102 2,310 68,707 SH   OTR   0 0 68,707
McDermott Intl COM 580037109 95,053 23,240,360 SH   SOLE   23,240,360 0 0
McDermott Intl COM 580037109 3,309 809,127 SH   OTR   0 0 809,127
NVIDIA Corp COM 67066G104 68,810 1,931,238 SH   SOLE   1,931,238 0 0
NVIDIA Corp COM 67066G104 1,034 29,028 SH   OTR   0 0 29,028
New York Times COM 650111107 151,895 12,190,570 SH   SOLE   12,190,570 0 0
New York Times COM 650111107 2,230 178,967 SH   OTR   0 0 178,967
News Corp Cl A COM 65249B109 1,186 92,900 SH   SOLE   92,900 0 0
Northern Trust Corp COM 665859104 132,287 2,029,882 SH   SOLE   2,029,882 0 0
Northern Trust Corp COM 665859104 2,013 30,881 SH   OTR   0 0 30,881
Nuance Communications COM 67020y100 108,723 5,817,197 SH   SOLE   5,817,197 0 0
Nuance Communications COM 67020y100 1,607 85,970 SH   OTR   0 0 85,970
Office Depot Inc COM 676220106 128,558 18,106,721 SH   SOLE   18,106,721 0 0
Office Depot Inc COM 676220106 4,488 632,108 SH   OTR   0 0 632,108
Owens Corning COM 690742101 10,360 219,125 SH   SOLE   219,125 0 0
Owens Corning COM 690742101 286 6,041 SH   OTR   0 0 6,041
Pepsico COM 713448108 1,383 13,500 SH   SOLE   13,500 0 0
Quest Diagnostics COM 74834L100 112,978 1,581,214 SH   SOLE   1,581,214 0 0
Quest Diagnostics COM 74834L100 1,646 23,031 SH   OTR   0 0 23,031
Raymond James Financial COM 754730109 145,779 3,061,944 SH   SOLE   3,061,944 0 0
Raymond James Financial COM 754730109 1,202 25,241 SH   OTR   0 0 25,241
Scholastic COM 807066105 67,060 1,794,489 SH   SOLE   1,794,489 0 0
Scholastic COM 807066105 1,170 31,313 SH   OTR   0 0 31,313
Shaw Communications, Inc. COM 82028K200 16,089 833,170 SH   SOLE   833,170 0 0
Staples, Inc COM 855030102 934 84,700 SH   SOLE   84,700 0 0
Staples, Inc COM 855030102 23 2,100 SH   OTR   0 0 2,100
Stifel Financial COM 860630102 10,606 358,300 SH   SOLE   358,300 0 0
Tegna COM 87901J105 102,269 4,359,275 SH   SOLE   4,359,275 0 0
Tegna COM 87901J105 1,487 63,364 SH   OTR   0 0 63,364
Telus Corporation COM 87971M103 218 6,700 SH   SOLE   6,700 0 0
Teradata Corp COM 88076W103 154,027 5,869,950 SH   SOLE   5,869,950 0 0
Teradata Corp COM 88076W103 2,279 86,847 SH   OTR   0 0 86,847
Time Inc. COM 887228104 145,207 9,404,590 SH   SOLE   9,404,590 0 0
Time Inc. COM 887228104 4,626 299,607 SH   OTR   0 0 299,607
Transocean Ltd COM H8817H100 68,444 7,488,390 SH   SOLE   7,488,390 0 0
Transocean Ltd COM H8817H100 1,012 110,735 SH   OTR   0 0 110,735
Twenty-First Century FOX COM 90130A101 1,358 48,700 SH   SOLE   48,700 0 0
Unilever PLC COM 904767704 1,245 27,550 SH   SOLE   27,550 0 0
Unisys Corporation COM 909214306 49,488 6,427,069 SH   SOLE   6,427,069 0 0
Unisys Corporation COM 909214306 2,191 284,545 SH   OTR   0 0 284,545
United States Steel Corp. COM 912909108 116,610 7,265,440 SH   SOLE   7,265,440 0 0
United States Steel Corp. COM 912909108 4,245 264,482 SH   OTR   0 0 264,482
Varian Medical Systems COM 92220p105 148,306 1,853,356 SH   SOLE   1,853,356 0 0
Varian Medical Systems COM 92220p105 2,192 27,396 SH   OTR   0 0 27,396
WalMart COM 931142103 1,253 18,300 SH   SOLE   18,300 0 0
Werner Enterprises COM 950755108 85,891 3,162,415 SH   SOLE   3,162,415 0 0
Werner Enterprises COM 950755108 1,317 48,474 SH   OTR   0 0 48,474
Whirlpool COM 963320106 87,275 483,947 SH   SOLE   483,947 0 0
Whirlpool COM 963320106 1,250 6,933 SH   OTR   0 0 6,933
JPMorgan Chase 6.1% PFD PFD 48127X542 261 10,000 SH   SOLE   10,000 0 0
Aston/Fairpointe Focused Equit MF 00080Y363 522 57,745 SH   SOLE   57,745 0 0
Aston/Fairpointe MidCap Fund C MF 00078H315 378 10,617 SH   SOLE   10,617 0 0
Oakmark Global Fund MF 413838830 244 9,724 SH   SOLE   9,724 0 0