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 92,090 1,530,241 SH   SOLE   1,529,241 0 1,000
AGCO Corporation COM 001084102 1,806 30,006 SH   OTR   0 0 30,006
Akamai Technologies COM 00971t101 130,104 2,179,298 SH   SOLE   2,179,298 0 0
Akamai Technologies COM 00971t101 3,096 51,860 SH   OTR   0 0 51,860
Apache Corp COM 037411105 383 7,450 SH   SOLE   6,850 0 600
Arconic Inc COM 03965L100 135,555 5,146,370 SH   SOLE   5,146,370 0 0
Arconic Inc COM 03965L100 1,923 73,011 SH   OTR   0 0 73,011
Atwood Oceanics COM 050095108 4,122 432,500 SH   SOLE   432,500 0 0
Atwood Oceanics COM 050095108 1,981 207,900 SH   OTR   0 0 207,900
Autoliv COM 052800109 20,176 197,300 SH   SOLE   197,300 0 0
BASF SE COM 055262505 209 2,100 SH   SOLE   2,100 0 0
BP PLC COM 055622104 1,646 47,684 SH   SOLE   44,584 0 3,100
Baker Hughes Inc COM 057224107 1,382 23,100 SH   SOLE   21,700 0 1,400
Bank of New York Mellon COM 064058100 1,448 30,650 SH   SOLE   28,550 0 2,100
Bank of New York Mellon COM 064058100 94 2,000 SH   OTR   0 0 2,000
BorgWarner COM 099724106 60,776 1,454,327 SH   SOLE   1,454,327 0 0
BorgWarner COM 099724106 3,150 75,376 SH   OTR   0 0 75,376
Bunge Ltd. COM G16962105 54,274 684,753 SH   SOLE   684,753 0 0
Bunge Ltd. COM G16962105 692 8,728 SH   OTR   0 0 8,728
Carnival Corp COM 143658300 1,546 26,250 SH   SOLE   24,650 0 1,600
Carnival Corp COM 143658300 85 1,450 SH   OTR   0 0 1,450
Chicago Bridge & Iron COM 167250109 82,994 2,699,007 SH   SOLE   2,699,007 0 0
Chicago Bridge & Iron COM 167250109 4,713 153,254 SH   OTR   0 0 153,254
Cincinnati Financial COM 172062101 33,629 465,330 SH   SOLE   465,330 0 0
Cincinnati Financial COM 172062101 415 5,736 SH   OTR   0 0 5,736
Cisco Systems COM 17275R102 798 23,600 SH   SOLE   21,900 0 1,700
Cisco Systems COM 17275R102 56 1,650 SH   OTR   0 0 1,650
Cooper Tire & Rubber Co. COM 216831107 126,675 2,856,252 SH   SOLE   2,856,252 0 0
Cooper Tire & Rubber Co. COM 216831107 3,751 84,573 SH   OTR   0 0 84,573
Copa Holdings COM P31076105 138,855 1,237,014 SH   SOLE   1,237,014 0 0
Copa Holdings COM P31076105 2,930 26,106 SH   OTR   0 0 26,106
Cree, Inc. COM 225447101 144,601 5,409,683 SH   SOLE   5,406,183 0 3,500
Cree, Inc. COM 225447101 4,493 168,083 SH   OTR   0 0 168,083
DeVry Education Group COM 251893103 114,799 3,238,344 SH   SOLE   3,238,344 0 0
DeVry Education Group COM 251893103 1,829 51,593 SH   OTR   0 0 51,593
Discovery Communications COM 25470f302 1,710 60,420 SH   SOLE   57,120 0 3,300
Discovery Communications COM 25470f302 108 3,800 SH   OTR   0 0 3,800
Domtar Corp. COM 257559203 130,051 3,561,097 SH   SOLE   3,561,097 0 0
Domtar Corp. COM 257559203 3,771 103,257 SH   OTR   0 0 103,257
Donaldson Inc COM 257651109 50,675 1,113,252 SH   SOLE   1,113,252 0 0
Donaldson Inc COM 257651109 742 16,311 SH   OTR   0 0 16,311
FMC Corporation COM 302491303 135,487 1,946,937 SH   SOLE   1,945,937 0 1,000
FMC Corporation COM 302491303 3,219 46,252 SH   OTR   0 0 46,252
Fluor Corp COM 343412102 818 15,550 SH   SOLE   14,550 0 1,000
Gentex Corp COM 371901109 118,262 5,544,387 SH   SOLE   5,544,387 0 0
Gentex Corp COM 371901109 3,514 164,737 SH   OTR   0 0 164,737
Gerdau S A Sponsored ADR COM 373737105 73,298 21,245,693 SH   SOLE   21,245,693 0 0
Gerdau S A Sponsored ADR COM 373737105 1,066 308,944 SH   OTR   0 0 308,944
HMS Holdings Corp COM 40425J101 1,549 76,200 SH   OTR   0 0 76,200
HP Inc COM 40434L105 1,152 64,450 SH   SOLE   60,550 0 3,900
HP Inc COM 40434L105 64 3,600 SH   OTR   0 0 3,600
Haemonetics COM 405024100 2,905 71,600 SH   OTR   0 0 71,600
Hewlett Packard Enterprise Co COM 42824C109 2,020 85,250 SH   SOLE   79,850 0 5,400
Hewlett Packard Enterprise Co COM 42824C109 109 4,600 SH   OTR   0 0 4,600
Hologic Inc. COM 436440101 1,206 28,350 SH   SOLE   26,650 0 1,700
Hologic Inc. COM 436440101 79 1,850 SH   OTR   0 0 1,850
Interpublic Group COM 460690100 23,288 947,836 SH   SOLE   947,836 0 0
Interpublic Group COM 460690100 374 15,220 SH   OTR   0 0 15,220
Itron Inc. COM 465741106 72,468 1,193,864 SH   SOLE   1,193,864 0 0
Itron Inc. COM 465741106 1,054 17,359 SH   OTR   0 0 17,359
Jabil Circuit COM 466313103 128,253 4,434,759 SH   SOLE   4,434,759 0 0
Jabil Circuit COM 466313103 3,972 137,334 SH   OTR   0 0 137,334
Juniper Networks COM 48203R104 202,320 7,269,841 SH   SOLE   7,269,841 0 0
Juniper Networks COM 48203R104 2,974 106,878 SH   OTR   0 0 106,878
Kennametal COM 489170100 1,489 37,950 SH   SOLE   35,750 0 2,200
LKQ Corp COM 501889208 84,784 2,896,614 SH   SOLE   2,896,614 0 0
LKQ Corp COM 501889208 1,127 38,514 SH   OTR   0 0 38,514
Lear Corp COM 521865204 77,765 549,263 SH   SOLE   549,263 0 0
Lear Corp COM 521865204 1,224 8,647 SH   OTR   0 0 8,647
Legg Mason COM 524901105 16,222 449,250 SH   SOLE   446,150 0 3,100
Legg Mason COM 524901105 99 2,750 SH   OTR   0 0 2,750
Liberty Interactive Corp COM 53071m104 1,767 88,260 SH   SOLE   82,660 0 5,600
Liberty Interactive Corp COM 53071m104 96 4,800 SH   OTR   0 0 4,800
Lions Gate Entertainment Cl A COM 535919401 90,400 3,403,602 SH   SOLE   3,403,602 0 0
Lions Gate Entertainment Cl A COM 535919401 1,231 46,345 SH   OTR   0 0 46,345
Lions Gate Entertainment Cl B COM 535919500 79,567 3,263,616 SH   SOLE   3,261,516 0 2,100
Lions Gate Entertainment Cl B COM 535919500 1,158 47,487 SH   OTR   0 0 47,487
Mattel COM 577081102 162,485 6,344,594 SH   SOLE   6,344,594 0 0
Mattel COM 577081102 2,260 88,251 SH   OTR   0 0 88,251
McDermott Intl COM 580037109 102,778 15,226,400 SH   SOLE   15,226,400 0 0
McDermott Intl COM 580037109 3,005 445,146 SH   OTR   0 0 445,146
New York Times COM 650111107 157,270 10,921,497 SH   SOLE   10,921,497 0 0
New York Times COM 650111107 2,302 159,842 SH   OTR   0 0 159,842
News Corp Cl A COM 65249B109 900 69,200 SH   SOLE   69,200 0 0
Northern Trust Corp COM 665859104 121,765 1,406,385 SH   SOLE   1,405,385 0 1,000
Northern Trust Corp COM 665859104 1,829 21,127 SH   OTR   0 0 21,127
Nuance Communications COM 67020y100 98,012 5,662,161 SH   SOLE   5,662,161 0 0
Nuance Communications COM 67020y100 1,332 76,963 SH   OTR   0 0 76,963
Office Depot Inc COM 676220106 148,824 31,902,202 SH   SOLE   31,902,202 0 0
Office Depot Inc COM 676220106 5,215 1,117,802 SH   OTR   0 0 1,117,802
Patterson Companies Inc COM 703395103 155,911 3,447,081 SH   SOLE   3,447,081 0 0
Patterson Companies Inc COM 703395103 2,133 47,153 SH   OTR   0 0 47,153
Pepsico COM 713448108 632 5,650 SH   SOLE   5,300 0 350
Quanta Services COM 74762E102 1,694 45,650 SH   SOLE   42,650 0 3,000
Quest Diagnostics COM 74834L100 90,437 921,042 SH   SOLE   921,042 0 0
Quest Diagnostics COM 74834L100 1,312 13,360 SH   OTR   0 0 13,360
Ralph Lauren COM 751212101 1,583 19,400 SH   SOLE   18,300 0 1,100
Ralph Lauren COM 751212101 82 1,000 SH   OTR   0 0 1,000
Raymond James Financial COM 754730109 99,958 1,310,752 SH   SOLE   1,310,752 0 0
Raymond James Financial COM 754730109 727 9,532 SH   OTR   0 0 9,532
Scholastic COM 807066105 59,612 1,400,329 SH   SOLE   1,397,929 0 2,400
Scholastic COM 807066105 1,109 26,061 SH   OTR   0 0 26,061
Shaw Communications, Inc. COM 82028K200 12,005 579,370 SH   SOLE   579,370 0 0
Staples, Inc COM 855030102 13,781 1,571,400 SH   SOLE   1,563,500 0 7,900
Staples, Inc COM 855030102 62 7,050 SH   OTR   0 0 7,050
Stericycle COM 858912108 195,582 2,359,538 SH   SOLE   2,359,538 0 0
Stericycle COM 858912108 2,643 31,886 SH   OTR   0 0 31,886
Stifel Financial COM 860630102 5,892 117,400 SH   SOLE   117,400 0 0
TechnipFMC COM G87110105 105,622 3,249,910 SH   SOLE   3,249,910 0 0
TechnipFMC COM G87110105 1,552 47,747 SH   OTR   0 0 47,747
Tegna COM 87901J105 185,672 7,247,141 SH   SOLE   7,247,141 0 0
Tegna COM 87901J105 6,086 237,546 SH   OTR   0 0 237,546
Teradata Corp COM 88076W103 176,587 5,674,397 SH   SOLE   5,670,797 0 3,600
Teradata Corp COM 88076W103 2,548 81,879 SH   OTR   0 0 81,879
Time Inc. COM 887228104 183,167 9,466,011 SH   SOLE   9,466,011 0 0
Time Inc. COM 887228104 6,534 337,649 SH   OTR   0 0 337,649
Transocean Ltd COM H8817H100 50,258 4,036,752 SH   SOLE   4,034,152 0 2,600
Transocean Ltd COM H8817H100 707 56,796 SH   OTR   0 0 56,796
Twenty-First Century FOX COM 90130A101 1,684 52,000 SH   SOLE   52,000 0 0
Unilever PLC COM 904767704 1,843 37,350 SH   SOLE   34,850 0 2,500
Unisys Corporation COM 909214306 77,333 5,543,616 SH   SOLE   5,543,616 0 0
Unisys Corporation COM 909214306 3,481 249,529 SH   OTR   0 0 249,529
VMware COM 928563402 1,382 15,000 SH   SOLE   14,000 0 1,000
VMware COM 928563402 101 1,100 SH   OTR   0 0 1,100
Varex Imaging Corp COM 92214X106 26,718 795,185 SH   SOLE   795,185 0 0
Varex Imaging Corp COM 92214X106 369 10,975 SH   OTR   0 0 10,975
Varian Medical Systems COM 92220p105 179,118 1,965,517 SH   SOLE   1,964,217 0 1,300
Varian Medical Systems COM 92220p105 2,637 28,940 SH   OTR   0 0 28,940
WalMart COM 931142103 1,636 22,700 SH   SOLE   21,200 0 1,500
Werner Enterprises COM 950755108 82,068 3,132,369 SH   SOLE   3,132,369 0 0
Werner Enterprises COM 950755108 1,201 45,842 SH   OTR   0 0 45,842
Whirlpool COM 963320106 83,084 484,936 SH   SOLE   484,936 0 0
Whirlpool COM 963320106 1,164 6,794 SH   OTR   0 0 6,794
JPMorgan Chase 6.1 PFD PFD 48127X542 265 10,000 SH   SOLE   10,000 0 0
AMG Managers Fairpointe Focuse MF 00171A746 659 58,535 SH   SOLE   58,535 0 0
AMG Managers Fairpointe Mid Ca MF 00171A738 395 9,125 SH   SOLE   9,125 0 0
Oakmark Global Fund MF 413838830 276 9,137 SH   SOLE   9,137 0 0