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 | 27,064 | 1,090,866 | SH | SOLE | 1,013,068 | 0 | 77,798 | ||
Aegion Corp. | COM | 00770F104 | 23,386 | 1,270,966 | SH | SOLE | 1,181,371 | 0 | 89,595 | ||
AGCO Corp. | COM | 001084102 | 61,451 | 792,201 | SH | SOLE | 681,480 | 0 | 110,721 | ||
Belden Inc | COM | 077454106 | 25,701 | 431,450 | SH | SOLE | 401,291 | 0 | 30,159 | ||
Brink's Co. | COM | 109696104 | 82,299 | 1,013,789 | SH | SOLE | 876,865 | 0 | 136,924 | ||
Broadridge Financial Solutions | COM | 11133T103 | 38,156 | 298,837 | SH | SOLE | 258,694 | 0 | 40,143 | ||
Centene Corp. | COM | 15135B101 | 41,406 | 789,596 | SH | SOLE | 645,766 | 0 | 143,830 | ||
Clean Harbors Inc. | COM | 184496107 | 71,612 | 1,007,201 | SH | SOLE | 870,667 | 0 | 136,534 | ||
Crane Co | COM | 224399105 | 51,000 | 611,218 | SH | SOLE | 520,729 | 0 | 90,489 | ||
Darling Ingredients Inc. | COM | 237266101 | 87,441 | 4,396,234 | SH | SOLE | 3,796,481 | 0 | 599,753 | ||
Discover Financial Services | COM | 254709108 | 3,174 | 40,909 | SH | SOLE | 40,909 | 0 | 0 | ||
Dycom Industries Inc | COM | 267475101 | 93,226 | 1,583,589 | SH | SOLE | 1,366,007 | 0 | 217,582 | ||
Encana Corp | COM | 292505104 | 39,917 | 7,781,129 | SH | SOLE | 6,716,655 | 0 | 1,064,474 | ||
Extended Stay America, Inc. | COM | 30224P200 | 71,133 | 4,211,525 | SH | SOLE | 3,644,103 | 0 | 567,422 | ||
First Horizon National Corp | COM | 320517105 | 19,329 | 1,294,651 | SH | SOLE | 1,027,833 | 0 | 266,818 | ||
Hanesbrands Inc. | COM | 410345102 | 33,730 | 1,958,763 | SH | SOLE | 1,549,408 | 0 | 409,355 | ||
Hill-Rom Holdings Inc. | COM | 431475102 | 27,917 | 266,838 | SH | SOLE | 247,767 | 0 | 19,071 | ||
IDEX Corp. | COM | 45167R104 | 30,108 | 174,904 | SH | SOLE | 137,837 | 0 | 37,067 | ||
Knowles Corporation | COM | 49926D109 | 31,187 | 1,703,256 | SH | SOLE | 1,346,364 | 0 | 356,892 | ||
Koppers Holdings Inc. | COM | 50060P106 | 36,624 | 1,247,410 | SH | SOLE | 1,170,920 | 0 | 76,490 | ||
Murphy USA Inc. | COM | 626755102 | 35,471 | 422,122 | SH | SOLE | 361,865 | 0 | 60,257 | ||
Polaris Industries Inc. | COM | 731068102 | 47,593 | 521,679 | SH | SOLE | 444,588 | 0 | 77,091 | ||
Sanderson Farms Inc. | COM | 800013104 | 28,680 | 210,016 | SH | SOLE | 194,994 | 0 | 15,022 | ||
SEI Investments Co | COM | 784117103 | 8,958 | 159,685 | SH | SOLE | 129,063 | 0 | 30,622 | ||
Stepan Co | COM | 858586100 | 17,272 | 187,925 | SH | SOLE | 174,789 | 0 | 13,136 | ||
Thor Industries Inc. | COM | 885160101 | 53,601 | 917,032 | SH | SOLE | 781,358 | 0 | 135,674 | ||
Timken Co. | COM | 887389104 | 82,688 | 1,610,604 | SH | SOLE | 1,383,692 | 0 | 226,912 | ||
Tractor Supply Co. | COM | 892356106 | 218 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
Trinity Industries Inc. | COM | 896522109 | 50,325 | 2,425,309 | SH | SOLE | 2,067,967 | 0 | 357,342 | ||
Watsco Inc | COM | 942622200 | 8,897 | 54,404 | SH | SOLE | 43,784 | 0 | 10,620 | ||
Western Union Co. | COM | 959802109 | 37,226 | 1,871,581 | SH | SOLE | 1,528,815 | 0 | 342,766 | ||
WestRock Co | COM | 96145D105 | 31,131 | 853,593 | SH | SOLE | 677,691 | 0 | 175,902 |