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
AGCO Corporation COM 001084102 96,620 1,959,049 SH   SOLE   1,959,049 0 0
AGCO Corporation COM 001084102 3,337 67,663 SH   OTR   0 0 67,663
Akamai Technologies COM 00971t101 104,471 1,971,518 SH   SOLE   1,971,518 0 0
Akamai Technologies COM 00971t101 3,892 73,447 SH   OTR   0 0 73,447
Alcoa Inc COM 013817101 147,368 14,533,332 SH   SOLE   14,533,332 0 0
Apache Corp COM 037411105 591 9,250 SH   SOLE   9,250 0 0
Atwood Oceanics COM 050095108 2,035 234,215 SH   SOLE   234,215 0 0
Atwood Oceanics COM 050095108 1,323 152,200 SH   OTR   0 0 152,200
BASF SE COM 055262505 205 2,400 SH   SOLE   2,400 0 0
BP PLC COM 055622104 1,445 41,084 SH   SOLE   41,084 0 0
Baker Hughes Inc COM 057224107 1,110 22,000 SH   SOLE   22,000 0 0
BorgWarner COM 099724106 80,155 2,278,419 SH   SOLE   2,278,419 0 0
BorgWarner COM 099724106 4,023 114,362 SH   OTR   0 0 114,362
Bunge Ltd. COM G16962105 35,404 597,738 SH   SOLE   597,738 0 0
Bunge Ltd. COM G16962105 503 8,489 SH   OTR   0 0 8,489
Carnival Corp COM 143658300 1,531 31,350 SH   SOLE   31,350 0 0
Carnival Corp COM 143658300 100 2,050 SH   OTR   0 0 2,050
Chicago Bridge & Iron COM 167250109 69,849 2,491,946 SH   SOLE   2,491,946 0 0
Chicago Bridge & Iron COM 167250109 2,910 103,805 SH   OTR   0 0 103,805
Cincinnati Financial COM 172062101 17,937 237,828 SH   SOLE   237,828 0 0
Cincinnati Financial COM 172062101 333 4,414 SH   OTR   0 0 4,414
Cisco Systems COM 17275R102 993 31,300 SH   SOLE   31,300 0 0
Cisco Systems COM 17275R102 81 2,550 SH   OTR   0 0 2,550
Cooper Tire & Rubber Co. COM 216831107 83,275 2,190,283 SH   SOLE   2,190,283 0 0
Cooper Tire & Rubber Co. COM 216831107 1,225 32,229 SH   OTR   0 0 32,229
Copa Holdings COM P31076105 182,538 2,075,942 SH   SOLE   2,075,942 0 0
Copa Holdings COM P31076105 5,290 60,157 SH   OTR   0 0 60,157
Cree, Inc. COM 225447101 129,830 5,047,834 SH   SOLE   5,047,834 0 0
Cree, Inc. COM 225447101 4,363 169,648 SH   OTR   0 0 169,648
DeVry Education Group COM 251893103 135,172 5,861,746 SH   SOLE   5,861,746 0 0
DeVry Education Group COM 251893103 4,693 203,518 SH   OTR   0 0 203,518
Discovery Communications COM 25470f302 1,751 66,570 SH   SOLE   66,570 0 0
Discovery Communications COM 25470f302 137 5,200 SH   OTR   0 0 5,200
Domtar Corp. COM 257559203 102,690 2,765,698 SH   SOLE   2,765,698 0 0
Domtar Corp. COM 257559203 3,631 97,800 SH   OTR   0 0 97,800
Donaldson Inc COM 257651109 45,273 1,212,772 SH   SOLE   1,212,772 0 0
Donaldson Inc COM 257651109 702 18,802 SH   OTR   0 0 18,802
FMC Corporation COM 302491303 126,835 2,623,810 SH   SOLE   2,623,810 0 0
FMC Corporation COM 302491303 3,925 81,201 SH   OTR   0 0 81,201
FMC Technologies COM 30249u101 128,767 4,339,965 SH   SOLE   4,339,965 0 0
FMC Technologies COM 30249u101 1,939 65,359 SH   OTR   0 0 65,359
Fluor Corp COM 343412102 1,147 22,350 SH   SOLE   22,350 0 0
Gentex Corp COM 371901109 127,253 7,246,778 SH   SOLE   7,246,778 0 0
Gentex Corp COM 371901109 3,915 222,948 SH   OTR   0 0 222,948
Gerdau S A Sponsored ADR COM 373737105 81,322 29,897,866 SH   SOLE   29,897,866 0 0
Gerdau S A Sponsored ADR COM 373737105 1,231 452,717 SH   OTR   0 0 452,717
Greif, Inc COM 397624107 1,064 21,450 SH   SOLE   21,450 0 0
Greif, Inc COM 397624107 2,054 41,410 SH   OTR   0 0 41,410
HMS Holdings Corp COM 40425J101 1,441 65,000 SH   OTR   0 0 65,000
HP Inc COM 40434L105 1,270 81,750 SH   SOLE   81,750 0 0
HP Inc COM 40434L105 81 5,200 SH   OTR   0 0 5,200
Haemonetics COM 405024100 2,774 76,600 SH   OTR   0 0 76,600
Hewlett Packard Enterprise Co COM 42824C109 1,879 82,600 SH   SOLE   82,600 0 0
Hewlett Packard Enterprise Co COM 42824C109 105 4,600 SH   OTR   0 0 4,600
Hologic Inc. COM 436440101 1,070 27,550 SH   SOLE   27,550 0 0
Hologic Inc. COM 436440101 72 1,850 SH   OTR   0 0 1,850
IBM COM 459200101 208 1,310 SH   SOLE   1,310 0 0
Interpublic Group COM 460690100 32,097 1,436,097 SH   SOLE   1,436,097 0 0
Interpublic Group COM 460690100 523 23,408 SH   OTR   0 0 23,408
Itron Inc. COM 465741106 80,169 1,437,753 SH   SOLE   1,437,753 0 0
Itron Inc. COM 465741106 1,234 22,134 SH   OTR   0 0 22,134
Jabil Circuit COM 466313103 122,642 5,620,621 SH   SOLE   5,620,621 0 0
Jabil Circuit COM 466313103 4,370 200,288 SH   OTR   0 0 200,288
Juniper Networks COM 48203R104 175,343 7,287,745 SH   SOLE   7,287,745 0 0
Juniper Networks COM 48203R104 2,701 112,281 SH   OTR   0 0 112,281
Kennametal COM 489170100 1,766 60,850 SH   SOLE   60,850 0 0
Lear Corp COM 521865204 94,127 776,495 SH   SOLE   776,495 0 0
Lear Corp COM 521865204 1,501 12,384 SH   OTR   0 0 12,384
Legg Mason COM 524901105 1,331 39,750 SH   SOLE   39,750 0 0
Legg Mason COM 524901105 82 2,450 SH   OTR   0 0 2,450
Liberty Interactive Corp COM 53071m104 1,198 59,860 SH   SOLE   59,860 0 0
Liberty Interactive Corp COM 53071m104 70 3,500 SH   OTR   0 0 3,500
Lions Gate Entertainment COM 535919203 125,616 6,283,924 SH   SOLE   6,283,924 0 0
Lions Gate Entertainment COM 535919203 1,899 94,979 SH   OTR   0 0 94,979
MDU Resources Group Inc COM 552690109 2,347 92,250 SH   OTR   0 0 92,250
Mattel COM 577081102 100,637 3,323,546 SH   SOLE   3,323,546 0 0
Mattel COM 577081102 1,506 49,720 SH   OTR   0 0 49,720
McDermott Intl COM 580037109 95,286 19,019,120 SH   SOLE   19,019,120 0 0
McDermott Intl COM 580037109 3,467 692,021 SH   OTR   0 0 692,021
NVIDIA Corp COM 67066G104 15,575 227,309 SH   SOLE   227,309 0 0
NVIDIA Corp COM 67066G104 217 3,171 SH   OTR   0 0 3,171
New York Times COM 650111107 140,334 11,743,471 SH   SOLE   11,743,471 0 0
New York Times COM 650111107 2,081 174,111 SH   OTR   0 0 174,111
News Corp Cl A COM 65249B109 1,334 95,400 SH   SOLE   95,400 0 0
Northern Trust Corp COM 665859104 108,070 1,589,497 SH   SOLE   1,589,497 0 0
Northern Trust Corp COM 665859104 1,703 25,048 SH   OTR   0 0 25,048
Nuance Communications COM 67020y100 80,168 5,528,795 SH   SOLE   5,528,795 0 0
Nuance Communications COM 67020y100 1,172 80,862 SH   OTR   0 0 80,862
Office Depot Inc COM 676220106 101,920 28,548,999 SH   SOLE   28,548,999 0 0
Office Depot Inc COM 676220106 3,924 1,099,034 SH   OTR   0 0 1,099,034
Pepsico COM 713448108 838 7,700 SH   SOLE   7,700 0 0
Quanta Services COM 74762E102 1,283 45,850 SH   SOLE   45,850 0 0
Quest Diagnostics COM 74834L100 86,559 1,022,792 SH   SOLE   1,022,792 0 0
Quest Diagnostics COM 74834L100 1,271 15,021 SH   OTR   0 0 15,021
Raymond James Financial COM 754730109 136,854 2,351,031 SH   SOLE   2,351,031 0 0
Raymond James Financial COM 754730109 1,069 18,364 SH   OTR   0 0 18,364
Scholastic COM 807066105 61,978 1,574,632 SH   SOLE   1,574,632 0 0
Scholastic COM 807066105 1,128 28,669 SH   OTR   0 0 28,669
Shaw Communications, Inc. COM 82028K200 8,331 407,170 SH   SOLE   407,170 0 0
Staples, Inc COM 855030102 1,359 159,000 SH   SOLE   159,000 0 0
Staples, Inc COM 855030102 69 8,100 SH   OTR   0 0 8,100
Stericycle COM 858912108 120,261 1,500,642 SH   SOLE   1,500,642 0 0
Stericycle COM 858912108 1,820 22,707 SH   OTR   0 0 22,707
Stifel Financial COM 860630102 12,206 317,450 SH   SOLE   317,450 0 0
Stifel Financial COM 860630102 2,468 64,200 SH   OTR   0 0 64,200
Tegna COM 87901J105 136,986 6,266,518 SH   SOLE   6,266,518 0 0
Tegna COM 87901J105 2,017 92,252 SH   OTR   0 0 92,252
Telus Corporation COM 87971M103 221 6,700 SH   SOLE   6,700 0 0
Teradata Corp COM 88076W103 150,046 4,840,182 SH   SOLE   4,840,182 0 0
Teradata Corp COM 88076W103 2,381 76,791 SH   OTR   0 0 76,791
Time Inc. COM 887228104 138,830 9,587,725 SH   SOLE   9,587,725 0 0
Time Inc. COM 887228104 4,797 331,313 SH   OTR   0 0 331,313
Transocean Ltd COM H8817H100 65,827 6,175,175 SH   SOLE   6,175,175 0 0
Transocean Ltd COM H8817H100 1,030 96,640 SH   OTR   0 0 96,640
Twenty-First Century FOX COM 90130A101 1,400 57,800 SH   SOLE   57,800 0 0
Unilever PLC COM 904767704 647 13,650 SH   SOLE   13,650 0 0
Unisys Corporation COM 909214306 59,654 6,124,678 SH   SOLE   6,124,678 0 0
Unisys Corporation COM 909214306 3,004 308,368 SH   OTR   0 0 308,368
United States Steel Corp. COM 912909108 74,393 3,944,504 SH   SOLE   3,944,504 0 0
United States Steel Corp. COM 912909108 1,111 58,932 SH   OTR   0 0 58,932
VMware COM 928563402 1,086 14,800 SH   SOLE   14,800 0 0
VMware COM 928563402 81 1,100 SH   OTR   0 0 1,100
Varian Medical Systems COM 92220p105 142,449 1,431,216 SH   SOLE   1,431,216 0 0
Varian Medical Systems COM 92220p105 2,302 23,126 SH   OTR   0 0 23,126
WalMart COM 931142103 1,370 19,000 SH   SOLE   19,000 0 0
Werner Enterprises COM 950755108 74,959 3,221,261 SH   SOLE   3,221,261 0 0
Werner Enterprises COM 950755108 1,116 47,950 SH   OTR   0 0 47,950
Whirlpool COM 963320106 64,012 394,745 SH   SOLE   394,745 0 0
Whirlpool COM 963320106 915 5,641 SH   OTR   0 0 5,641
JPMorgan Chase 6.1% PFD PFD 48127X542 271 10,000 SH   SOLE   10,000 0 0
AMG Managers Fairpointe Focuse MF 00171A753 579 57,745 SH   SOLE   57,745 0 0
AMG Managers Fairpointe Mid Ca MF 00171A738 395 10,503 SH   SOLE   10,503 0 0
Oakmark Global Fund MF 413838830 256 9,724 SH   SOLE   9,724 0 0