The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
Actuant Corp | COM | 00508X203 | 64,281 | 2,540,747 | SH | SOLE | 2,421,728 | 0 | 119,019 | ||
Aegion Corp. | COM | 00770F104 | 42,141 | 1,657,135 | SH | SOLE | 1,540,789 | 0 | 116,346 | ||
AGCO Corp. | COM | 001084102 | 162,320 | 2,272,431 | SH | SOLE | 2,104,654 | 0 | 167,777 | ||
American Express Co. | COM | 025816109 | 2,738 | 27,568 | SH | SOLE | 27,568 | 0 | 0 | ||
Brink's Co. | COM | 109696104 | 130,740 | 1,661,242 | SH | SOLE | 1,556,552 | 0 | 104,690 | ||
Broadridge Financial Solutions, Inc. | COM | 11133T103 | 141,026 | 1,556,917 | SH | SOLE | 1,440,682 | 0 | 116,235 | ||
Centene Corp. | COM | 15135B101 | 207,532 | 2,057,220 | SH | SOLE | 1,898,713 | 0 | 158,507 | ||
Clean Harbors Inc. | COM | 184496107 | 223,983 | 4,132,520 | SH | SOLE | 3,832,853 | 0 | 299,667 | ||
CommScope Holdings Company, Inc. | COM | 20337X109 | 50,426 | 1,332,975 | SH | SOLE | 1,214,370 | 0 | 118,605 | ||
Crane Co | COM | 224399105 | 23,718 | 265,835 | SH | SOLE | 249,622 | 0 | 16,213 | ||
Darling Ingredients Inc. | COM | 237266101 | 267,498 | 14,754,441 | SH | SOLE | 13,673,891 | 0 | 1,080,550 | ||
Diebold Nixdorf Incorporated | COM | 253651103 | 114,037 | 6,974,759 | SH | SOLE | 6,477,919 | 0 | 496,840 | ||
Discover Financial Services | COM | 254709108 | 2,722 | 35,387 | SH | SOLE | 35,387 | 0 | 0 | ||
Dycom Industries Inc | COM | 267475101 | 89,855 | 806,384 | SH | SOLE | 746,191 | 0 | 60,193 | ||
Extended Stay America, Inc. | COM | 30224P200 | 125,062 | 6,582,207 | SH | SOLE | 6,059,843 | 0 | 522,364 | ||
Federal Signal Corp | COM | 313855108 | 28,809 | 1,433,985 | SH | SOLE | 1,433,985 | 0 | 0 | ||
Flowserve Corp. | COM | 34354P105 | 106,373 | 2,524,877 | SH | SOLE | 2,296,116 | 0 | 228,761 | ||
Hanesbrands Inc. | COM | 410345102 | 117,113 | 5,600,805 | SH | SOLE | 5,112,150 | 0 | 488,655 | ||
Hill-Rom Holdings Inc. | COM | 431475102 | 69,793 | 828,006 | SH | SOLE | 790,283 | 0 | 37,723 | ||
IDEX Corp. | COM | 45167R104 | 113,929 | 863,295 | SH | SOLE | 784,141 | 0 | 79,154 | ||
Knowles Corporation | COM | 49926D109 | 93,384 | 6,370,004 | SH | SOLE | 5,789,325 | 0 | 580,679 | ||
Koppers Holdings Inc. | COM | 50060P106 | 39,532 | 776,653 | SH | SOLE | 714,229 | 0 | 62,424 | ||
Murphy USA Inc. | COM | 626755102 | 207,934 | 2,587,529 | SH | SOLE | 2,391,436 | 0 | 196,093 | ||
Newfield Exploration Co. | COM | 651290108 | 170,904 | 5,420,350 | SH | SOLE | 5,028,355 | 0 | 391,995 | ||
Nordson Corp. | COM | 655663102 | 28,928 | 197,598 | SH | SOLE | 187,758 | 0 | 9,840 | ||
OGE Energy Corp. | COM | 670837103 | 79,459 | 2,414,431 | SH | SOLE | 2,185,028 | 0 | 229,403 | ||
Pentair plc | COM | G7S00T104 | 71,726 | 1,015,659 | SH | SOLE | 876,207 | 0 | 139,452 | ||
Polaris Industries Inc. | COM | 731068102 | 206,706 | 1,667,122 | SH | SOLE | 1,543,843 | 0 | 123,279 | ||
Russell 2000 Index Fund | COM | 464287655 | 5,082 | 33,334 | SH | SOLE | 33,177 | 0 | 157 | ||
S&P Midcap 400 Dep Rec Spdrs | COM | 78467Y107 | 4,115 | 11,914 | SH | SOLE | 10,203 | 0 | 1,711 | ||
Sanderson Farms Inc. | COM | 800013104 | 52,787 | 380,363 | SH | SOLE | 361,749 | 0 | 18,614 | ||
Tenneco Inc | COM | 880349105 | 62,791 | 1,072,619 | SH | SOLE | 1,025,193 | 0 | 47,426 | ||
Thor Industries Inc. | COM | 885160101 | 175,721 | 1,165,874 | SH | SOLE | 1,077,918 | 0 | 87,956 | ||
Timken Co. | COM | 887389104 | 205,794 | 4,187,069 | SH | SOLE | 3,877,815 | 0 | 309,254 | ||
Trinity Industries Inc. | COM | 896522109 | 220,692 | 5,891,408 | SH | SOLE | 5,442,109 | 0 | 449,299 | ||
Western Union Co. | COM | 959802109 | 133,171 | 7,005,330 | SH | SOLE | 6,392,685 | 0 | 612,645 | ||
WestRock Co | COM | 96145D105 | 82,644 | 1,307,458 | SH | SOLE | 1,188,463 | 0 | 118,995 |