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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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 96,662 2,050,974 SH   SOLE   2,050,974 0 0
AGCO Corporation COM 001084102 3,208 68,070 SH   OTR   0 0 68,070
Akamai Technologies COM 00971t101 119,690 2,139,998 SH   SOLE   2,139,998 0 0
Akamai Technologies COM 00971t101 4,251 75,998 SH   OTR   0 0 75,998
Alcoa Inc COM 013817101 142,197 15,339,494 SH   SOLE   15,339,494 0 0
Alcoa Inc COM 013817101 2,100 226,552 SH   OTR   0 0 226,552
Apache Corp COM 037411105 665 11,950 SH   SOLE   11,950 0 0
Atwood Oceanics COM 050095108 3,250 259,615 SH   SOLE   259,615 0 0
Atwood Oceanics COM 050095108 1,906 152,200 SH   OTR   0 0 152,200
BP PLC COM 055622104 1,438 40,484 SH   SOLE   40,484 0 0
Baker Hughes Inc COM 057224107 785 17,400 SH   SOLE   17,400 0 0
BorgWarner COM 099724106 74,154 2,511,983 SH   SOLE   2,511,983 0 0
BorgWarner COM 099724106 1,057 35,809 SH   OTR   0 0 35,809
Boston Scientific COM 101137107 258 11,050 SH   SOLE   11,050 0 0
Boston Scientific COM 101137107 32 1,350 SH   OTR   0 0 1,350
Bunge Ltd. COM G16962105 42,483 718,230 SH   SOLE   718,230 0 0
Bunge Ltd. COM G16962105 624 10,544 SH   OTR   0 0 10,544
Carnival Corp COM 143658300 1,085 24,550 SH   SOLE   24,550 0 0
Carnival Corp COM 143658300 82 1,850 SH   OTR   0 0 1,850
Chicago Bridge & Iron COM 167250109 86,681 2,503,067 SH   SOLE   2,503,067 0 0
Chicago Bridge & Iron COM 167250109 3,052 88,142 SH   OTR   0 0 88,142
Cincinnati Financial COM 172062101 22,810 304,579 SH   SOLE   304,579 0 0
Cincinnati Financial COM 172062101 419 5,596 SH   OTR   0 0 5,596
Cisco Systems COM 17275R102 1,066 37,150 SH   SOLE   37,150 0 0
Cisco Systems COM 17275R102 85 2,950 SH   OTR   0 0 2,950
Cooper Tire & Rubber Co. COM 216831107 57,051 1,913,180 SH   SOLE   1,913,180 0 0
Cooper Tire & Rubber Co. COM 216831107 789 26,447 SH   OTR   0 0 26,447
Copa Holdings COM P31076105 149,244 2,855,805 SH   SOLE   2,855,805 0 0
Copa Holdings COM P31076105 3,814 72,974 SH   OTR   0 0 72,974
Cree, Inc. COM 225447101 136,072 5,567,603 SH   SOLE   5,567,603 0 0
Cree, Inc. COM 225447101 4,280 175,128 SH   OTR   0 0 175,128
DeVry Education Group COM 251893103 114,964 6,444,196 SH   SOLE   6,444,196 0 0
DeVry Education Group COM 251893103 4,602 257,984 SH   OTR   0 0 257,984
Discovery Communications COM 25470f302 1,559 65,370 SH   SOLE   65,370 0 0
Discovery Communications COM 25470f302 124 5,200 SH   OTR   0 0 5,200
Domtar Corp. COM 257559203 98,922 2,825,545 SH   SOLE   2,825,545 0 0
Domtar Corp. COM 257559203 3,372 96,306 SH   OTR   0 0 96,306
Donaldson Inc COM 257651109 56,978 1,658,266 SH   SOLE   1,658,266 0 0
Donaldson Inc COM 257651109 857 24,937 SH   OTR   0 0 24,937
EMC Corp COM 268648102 505 18,600 SH   SOLE   18,600 0 0
EMC Corp COM 268648102 33 1,200 SH   OTR   0 0 1,200
Eaton Vance COM 278265103 17,257 488,313 SH   SOLE   488,313 0 0
Eaton Vance COM 278265103 319 9,016 SH   OTR   0 0 9,016
FMC Corporation COM 302491303 138,636 2,993,643 SH   SOLE   2,993,643 0 0
FMC Corporation COM 302491303 3,908 84,380 SH   OTR   0 0 84,380
FMC Technologies COM 30249u101 137,352 5,150,058 SH   SOLE   5,150,058 0 0
FMC Technologies COM 30249u101 2,018 75,668 SH   OTR   0 0 75,668
Fluor Corp COM 343412102 1,092 22,150 SH   SOLE   22,150 0 0
Gentex Corp COM 371901109 118,150 7,647,263 SH   SOLE   7,647,263 0 0
Gentex Corp COM 371901109 3,479 225,151 SH   OTR   0 0 225,151
Gerdau S A Sponsored ADR COM 373737105 63,190 34,719,993 SH   SOLE   34,719,993 0 0
Gerdau S A Sponsored ADR COM 373737105 913 501,655 SH   OTR   0 0 501,655
Greif, Inc COM 397624107 1,129 30,300 SH   SOLE   30,300 0 0
Greif, Inc COM 397624107 2,162 58,010 SH   OTR   0 0 58,010
HMS Holdings Corp COM 40425J101 1,495 84,900 SH   OTR   0 0 84,900
HP Inc COM 40434L105 1,377 109,700 SH   SOLE   109,700 0 0
HP Inc COM 40434L105 83 6,600 SH   OTR   0 0 6,600
Haemonetics COM 405024100 2,221 76,600 SH   OTR   0 0 76,600
Hewlett Packard Enterprise Co COM 42824C109 1,726 94,450 SH   SOLE   94,450 0 0
Hewlett Packard Enterprise Co COM 42824C109 102 5,600 SH   OTR   0 0 5,600
Hologic Inc. COM 436440101 953 27,550 SH   SOLE   27,550 0 0
Hologic Inc. COM 436440101 64 1,850 SH   OTR   0 0 1,850
Interpublic Group COM 460690100 44,837 1,941,000 SH   SOLE   1,941,000 0 0
Interpublic Group COM 460690100 799 34,568 SH   OTR   0 0 34,568
Itron Inc. COM 465741106 91,667 2,126,834 SH   SOLE   2,126,834 0 0
Itron Inc. COM 465741106 1,345 31,198 SH   OTR   0 0 31,198
Jabil Circuit COM 466313103 119,520 6,471,025 SH   SOLE   6,471,025 0 0
Jabil Circuit COM 466313103 4,534 245,479 SH   OTR   0 0 245,479
Juniper Networks COM 48203R104 168,153 7,476,810 SH   SOLE   7,476,810 0 0
Juniper Networks COM 48203R104 2,461 109,421 SH   OTR   0 0 109,421
Kennametal COM 489170100 1,306 59,050 SH   SOLE   59,050 0 0
Lear Corp COM 521865204 81,909 804,921 SH   SOLE   804,921 0 0
Lear Corp COM 521865204 1,285 12,626 SH   OTR   0 0 12,626
Legg Mason COM 524901105 1,152 39,050 SH   SOLE   39,050 0 0
Legg Mason COM 524901105 72 2,450 SH   OTR   0 0 2,450
Liberty Interactive Corp COM 53071m104 654 25,760 SH   SOLE   25,760 0 0
Liberty Interactive Corp COM 53071m104 61 2,400 SH   OTR   0 0 2,400
Lions Gate Entertainment COM 535919203 117,808 5,823,422 SH   SOLE   5,823,422 0 0
Lions Gate Entertainment COM 535919203 1,643 81,232 SH   OTR   0 0 81,232
MDU Resources Group Inc COM 552690109 2,605 108,550 SH   OTR   0 0 108,550
Mattel COM 577081102 119,572 3,821,423 SH   SOLE   3,821,423 0 0
Mattel COM 577081102 1,782 56,943 SH   OTR   0 0 56,943
McDermott Intl COM 580037109 101,321 20,510,235 SH   SOLE   20,510,235 0 0
McDermott Intl COM 580037109 3,474 703,175 SH   OTR   0 0 703,175
NVIDIA Corp COM 67066G104 29,470 626,881 SH   SOLE   626,881 0 0
NVIDIA Corp COM 67066G104 433 9,213 SH   OTR   0 0 9,213
New York Times COM 650111107 145,744 12,044,967 SH   SOLE   12,044,967 0 0
New York Times COM 650111107 2,081 171,997 SH   OTR   0 0 171,997
News Corp Cl A COM 65249B109 1,083 95,400 SH   SOLE   95,400 0 0
Northern Trust Corp COM 665859104 112,514 1,698,069 SH   SOLE   1,698,069 0 0
Northern Trust Corp COM 665859104 1,684 25,414 SH   OTR   0 0 25,414
Nuance Communications COM 67020y100 87,715 5,611,984 SH   SOLE   5,611,984 0 0
Nuance Communications COM 67020y100 1,245 79,678 SH   OTR   0 0 79,678
Office Depot Inc COM 676220106 91,819 27,739,746 SH   SOLE   27,739,746 0 0
Office Depot Inc COM 676220106 3,349 1,011,670 SH   OTR   0 0 1,011,670
Pepsico COM 713448108 1,049 9,900 SH   SOLE   9,900 0 0
Quanta Services COM 74762E102 772 33,400 SH   SOLE   33,400 0 0
Quest Diagnostics COM 74834L100 88,801 1,090,785 SH   SOLE   1,090,785 0 0
Quest Diagnostics COM 74834L100 1,319 16,207 SH   OTR   0 0 16,207
Raymond James Financial COM 754730109 127,715 2,590,575 SH   SOLE   2,590,575 0 0
Raymond James Financial COM 754730109 983 19,930 SH   OTR   0 0 19,930
Scholastic COM 807066105 66,083 1,668,349 SH   SOLE   1,668,349 0 0
Scholastic COM 807066105 1,158 29,231 SH   OTR   0 0 29,231
Shaw Communications, Inc. COM 82028K200 10,033 522,570 SH   SOLE   522,570 0 0
Staples, Inc COM 855030102 973 112,900 SH   SOLE   112,900 0 0
Staples, Inc COM 855030102 18 2,100 SH   OTR   0 0 2,100
Stericycle COM 858912108 64,359 618,125 SH   SOLE   618,125 0 0
Stericycle COM 858912108 914 8,778 SH   OTR   0 0 8,778
Stifel Financial COM 860630102 12,528 398,350 SH   SOLE   398,350 0 0
Stifel Financial COM 860630102 2,019 64,200 SH   OTR   0 0 64,200
Tegna COM 87901J105 117,438 5,068,534 SH   SOLE   5,068,534 0 0
Tegna COM 87901J105 1,677 72,398 SH   OTR   0 0 72,398
Telus Corporation COM 87971M103 216 6,700 SH   SOLE   6,700 0 0
Teradata Corp COM 88076W103 143,499 5,723,926 SH   SOLE   5,723,926 0 0
Teradata Corp COM 88076W103 2,131 84,987 SH   OTR   0 0 84,987
Time Inc. COM 887228104 154,156 9,365,496 SH   SOLE   9,365,496 0 0
Time Inc. COM 887228104 4,900 297,703 SH   OTR   0 0 297,703
Transocean Ltd COM H8817H100 87,933 7,395,530 SH   SOLE   7,395,530 0 0
Transocean Ltd COM H8817H100 1,334 112,199 SH   OTR   0 0 112,199
Twenty-First Century FOX COM 90130A101 1,282 47,400 SH   SOLE   47,400 0 0
Unilever PLC COM 904767704 654 13,650 SH   SOLE   13,650 0 0
Unisys Corporation COM 909214306 46,898 6,442,055 SH   SOLE   6,442,055 0 0
Unisys Corporation COM 909214306 2,224 305,548 SH   OTR   0 0 305,548
United States Steel Corp. COM 912909108 89,767 5,324,261 SH   SOLE   5,324,261 0 0
United States Steel Corp. COM 912909108 2,702 160,272 SH   OTR   0 0 160,272
VMware COM 928563402 841 14,700 SH   SOLE   14,700 0 0
VMware COM 928563402 63 1,100 SH   OTR   0 0 1,100
Varian Medical Systems COM 92220p105 143,115 1,740,422 SH   SOLE   1,740,422 0 0
Varian Medical Systems COM 92220p105 2,099 25,526 SH   OTR   0 0 25,526
WalMart COM 931142103 1,373 18,800 SH   SOLE   18,800 0 0
Werner Enterprises COM 950755108 76,929 3,349,112 SH   SOLE   3,349,112 0 0
Werner Enterprises COM 950755108 1,137 49,492 SH   OTR   0 0 49,492
Whirlpool COM 963320106 68,844 413,131 SH   SOLE   413,131 0 0
Whirlpool COM 963320106 1,024 6,145 SH   OTR   0 0 6,145
JPMorgan Chase 6.1% PFD PFD 48127X542 266 10,000 SH   SOLE   10,000 0 0
Aston/Fairpointe Focused Equit MF 00080Y363 525 57,745 SH   SOLE   57,745 0 0
Aston/Fairpointe MidCap Fund C MF 00078H315 364 10,557 SH   SOLE   10,557 0 0
Oakmark Global Fund MF 413838830 236 9,724 SH   SOLE   9,724 0 0