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
Estimated average burden
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 98,096 1,373,310 SH   SOLE   1,373,310 0 0
AGCO Corporation COM 001084102 1,825 25,546 SH   OTR   0 19,271 6,275
Adtalem Global Education COM 00737L103 68,953 1,639,797 SH   SOLE   1,639,797 0 0
Adtalem Global Education COM 00737L103 1,088 25,884 SH   OTR   0 25,884 0
Akamai Technologies COM 00971t101 192,859 2,965,241 SH   SOLE   2,965,241 0 0
Akamai Technologies COM 00971t101 7,912 121,654 SH   OTR   0 42,354 79,300
Arconic Inc COM 03965L100 122,011 4,477,479 SH   SOLE   4,477,479 0 0
Arconic Inc COM 03965L100 1,657 60,797 SH   OTR   0 60,797 0
BorgWarner COM 099724106 51,512 1,008,253 SH   SOLE   1,008,253 0 0
BorgWarner COM 099724106 3,558 69,648 SH   OTR   0 15,048 54,600
Bunge Ltd. COM G16962105 86,611 1,291,152 SH   SOLE   1,291,152 0 0
Bunge Ltd. COM G16962105 2,935 43,753 SH   OTR   0 16,653 27,100
Cars.com COM 14575E105 110,348 3,826,198 SH   SOLE   3,826,198 0 0
Cars.com COM 14575E105 4,527 156,963 SH   OTR   0 53,463 103,500
Casella Waste Systems COM 147448104 1,917 83,258 SH   SOLE   83,258 0 0
Chicago Bridge & Iron COM 167250109 91,660 5,679,038 SH   SOLE   5,679,038 0 0
Chicago Bridge & Iron COM 167250109 5,696 352,893 SH   OTR   0 61,893 291,000
Cincinnati Financial COM 172062101 61,865 825,203 SH   SOLE   825,203 0 0
Cincinnati Financial COM 172062101 817 10,897 SH   OTR   0 10,897 0
Clarus Corp COM 18270P109 438 55,844 SH   SOLE   55,844 0 0
Consolidated Water COM G23773107 822 65,268 SH   SOLE   65,268 0 0
Cooper Tire & Rubber Co. COM 216831107 130,399 3,688,809 SH   SOLE   3,688,809 0 0
Cooper Tire & Rubber Co. COM 216831107 7,506 212,347 SH   OTR   0 51,347 161,000
Copa Holdings COM P31076105 125,136 933,432 SH   SOLE   933,432 0 0
Copa Holdings COM P31076105 2,803 20,911 SH   OTR   0 13,411 7,500
Craft Brew Alliance COM 224122101 749 38,987 SH   SOLE   38,987 0 0
Cree, Inc. COM 225447101 172,986 4,657,678 SH   SOLE   4,657,678 0 0
Cree, Inc. COM 225447101 5,851 157,552 SH   OTR   0 62,552 95,000
DXC Technology Co COM 23355L106 212 2,238 SH   SOLE   2,238 0 0
Dean Foods Inc. COM 242370203 845 73,100 SH   SOLE   73,100 0 0
Dean Foods Inc. COM 242370203 1,688 146,000 SH   OTR   0 0 146,000
Domtar Corp. COM 257559203 162,536 3,282,238 SH   SOLE   3,282,238 0 0
Domtar Corp. COM 257559203 7,157 144,529 SH   OTR   0 46,029 98,500
Donaldson Inc COM 257651109 55,654 1,136,958 SH   SOLE   1,136,958 0 0
Donaldson Inc COM 257651109 764 15,610 SH   OTR   0 15,610 0
Entercom Communications COM 293639100 874 80,895 SH   SOLE   80,895 0 0
FMC Corporation COM 302491303 116,340 1,229,031 SH   SOLE   1,229,031 0 0
FMC Corporation COM 302491303 3,008 31,772 SH   OTR   0 17,372 14,400
Full House Resorts COM 359678109 868 223,232 SH   SOLE   223,232 0 0
General Electric COM 369604103 469 26,900 SH   SOLE   26,900 0 0
Genmark Diagnostics COM 372309104 220 52,658 SH   SOLE   52,658 0 0
Gentex Corp COM 371901109 123,226 5,881,911 SH   SOLE   5,881,911 0 0
Gentex Corp COM 371901109 6,109 291,584 SH   OTR   0 81,184 210,400
Gerdau S A Sponsored ADR COM 373737105 75,980 20,424,714 SH   SOLE   20,424,714 0 0
Gerdau S A Sponsored ADR COM 373737105 1,088 292,480 SH   OTR   0 292,480 0
HMS Holdings Corp COM 40425J101 2,668 157,400 SH   OTR   0 0 157,400
Harley Davidson Inc. COM 412822108 509 10,000 SH   SOLE   10,000 0 0
Hewlett Packard Enterprise Co COM 42824C109 335 23,300 SH   SOLE   23,300 0 0
Hormel Foods COM 440452100 168,214 4,622,529 SH   SOLE   4,622,529 0 0
Hormel Foods COM 440452100 2,257 62,014 SH   OTR   0 62,014 0
I.D. Systems COM 449489103 512 73,740 SH   SOLE   73,740 0 0
IBM COM 459200101 261 1,700 SH   SOLE   1,700 0 0
Interpublic Group COM 460690100 60,994 3,025,516 SH   SOLE   3,025,516 0 0
Interpublic Group COM 460690100 3,257 161,553 SH   OTR   0 38,953 122,600
Itron Inc. COM 465741106 60,764 890,973 SH   SOLE   890,973 0 0
Itron Inc. COM 465741106 899 13,187 SH   OTR   0 13,187 0
Jabil Inc COM 466313103 105,683 4,026,015 SH   SOLE   4,026,015 0 0
Jabil Inc COM 466313103 3,235 123,241 SH   OTR   0 56,741 66,500
Juniper Networks COM 48203R104 173,776 6,097,393 SH   SOLE   6,097,393 0 0
Juniper Networks COM 48203R104 4,754 166,816 SH   OTR   0 83,816 83,000
KapStone Paper & Packaging COM 48562P103 701 30,894 SH   SOLE   30,894 0 0
Kennametal COM 489170100 353 7,300 SH   SOLE   7,300 0 0
LKQ Corp COM 501889208 124,247 3,055,010 SH   SOLE   3,055,010 0 0
LKQ Corp COM 501889208 1,783 43,849 SH   OTR   0 43,849 0
Lear Corp COM 521865204 79,026 447,335 SH   SOLE   447,335 0 0
Lear Corp COM 521865204 1,167 6,608 SH   OTR   0 6,608 0
Legg Mason COM 524901105 14,563 346,900 SH   SOLE   346,900 0 0
Libbey Inc COM 529898108 1,249 166,125 SH   SOLE   166,125 0 0
Lions Gate Entertainment Cl A COM 535919401 95,202 2,815,789 SH   SOLE   2,815,789 0 0
Lions Gate Entertainment Cl A COM 535919401 1,400 41,404 SH   OTR   0 41,404 0
Lions Gate Entertainment Cl B COM 535919500 89,530 2,820,732 SH   SOLE   2,820,732 0 0
Lions Gate Entertainment Cl B COM 535919500 2,467 77,726 SH   OTR   0 39,517 38,209
Masonite Intl Corp COM 575385109 483 6,511 SH   SOLE   6,511 0 0
Mattel COM 577081102 150,907 9,811,878 SH   SOLE   9,811,878 0 0
Mattel COM 577081102 5,635 366,405 SH   OTR   0 107,905 258,500
McDermott Intl COM 580037109 106,402 16,170,453 SH   SOLE   16,170,453 0 0
McDermott Intl COM 580037109 3,480 528,836 SH   OTR   0 227,136 301,700
NeoGenomics COM 64049M209 2,464 278,132 SH   SOLE   278,132 0 0
New York Times COM 650111107 155,191 8,388,697 SH   SOLE   8,388,697 0 0
New York Times COM 650111107 2,172 117,425 SH   OTR   0 117,425 0
Northern Trust Corp COM 665859104 118,024 1,181,541 SH   SOLE   1,181,541 0 0
Northern Trust Corp COM 665859104 1,677 16,788 SH   OTR   0 16,788 0
Nuance Communications COM 67020y100 83,794 5,124,999 SH   SOLE   5,124,999 0 0
Nuance Communications COM 67020y100 1,549 94,723 SH   OTR   0 69,723 25,000
Office Depot Inc COM 676220106 106,493 30,082,779 SH   SOLE   30,082,779 0 0
Office Depot Inc COM 676220106 3,678 1,038,951 SH   OTR   0 338,451 700,500
Patterson Companies Inc COM 703395103 137,263 3,799,139 SH   SOLE   3,799,139 0 0
Patterson Companies Inc COM 703395103 6,325 175,049 SH   OTR   0 44,149 130,900
Quanta Services COM 74762E102 442 11,300 SH   SOLE   11,300 0 0
Quest Diagnostics COM 74834L100 87,473 888,142 SH   SOLE   888,142 0 0
Quest Diagnostics COM 74834L100 1,225 12,437 SH   OTR   0 12,437 0
R1 RCM Inc COM 749397105 1,227 278,336 SH   SOLE   278,336 0 0
Raymond James Financial COM 754730109 106,132 1,188,491 SH   SOLE   1,188,491 0 0
Raymond James Financial COM 754730109 809 9,058 SH   OTR   0 9,058 0
S&P 400 Mid Cap COM 78467Y107 1,304 3,774 SH   OTR   0 3,774 0
S&W Seed Company COM 785135104 1,392 357,048 SH   SOLE   357,048 0 0
Scholastic COM 807066105 56,598 1,411,068 SH   SOLE   1,411,068 0 0
Scholastic COM 807066105 2,755 68,676 SH   OTR   0 22,676 46,000
SeaWorld Entertainment COM 81282V100 2,198 161,967 SH   SOLE   161,967 0 0
Shaw Communications, Inc. COM 82028K200 6,147 269,270 SH   SOLE   269,270 0 0
Stericycle COM 858912108 153,319 2,255,021 SH   SOLE   2,255,021 0 0
Stericycle COM 858912108 4,277 62,902 SH   OTR   0 25,502 37,400
Stifel Financial COM 860630102 5,217 87,600 SH   SOLE   87,600 0 0
TechnipFMC COM G87110105 98,919 3,159,329 SH   SOLE   3,159,329 0 0
TechnipFMC COM G87110105 1,223 39,065 SH   OTR   0 39,065 0
Tegna COM 87901J105 153,176 10,879,000 SH   SOLE   10,879,000 0 0
Tegna COM 87901J105 6,967 494,812 SH   OTR   0 144,212 350,600
Telus Corporation COM 87971M103 201 5,300 SH   SOLE   5,300 0 0
Teradata Corp COM 88076W103 175,060 4,551,754 SH   SOLE   4,551,754 0 0
Teradata Corp COM 88076W103 4,083 106,175 SH   OTR   0 62,986 43,189
Time Inc. COM 887228104 180,170 9,765,318 SH   SOLE   9,765,318 0 0
Time Inc. COM 887228104 5,926 321,190 SH   OTR   0 136,190 185,000
UniFirst Corp COM 904708104 807 4,892 SH   SOLE   4,892 0 0
Unilever PLC COM 904767704 266 4,800 SH   SOLE   4,800 0 0
Unisys Corporation COM 909214306 44,373 5,444,558 SH   SOLE   5,444,558 0 0
Unisys Corporation COM 909214306 3,879 475,903 SH   OTR   0 67,503 408,400
VMware COM 928563402 476 3,800 SH   SOLE   3,800 0 0
Varex Imaging Corp COM 92214X106 34,927 869,485 SH   SOLE   869,485 0 0
Varex Imaging Corp COM 92214X106 2,429 60,467 SH   OTR   0 10,415 50,052
Varian Medical Systems COM 92220p105 131,065 1,179,170 SH   SOLE   1,179,170 0 0
Varian Medical Systems COM 92220p105 1,880 16,913 SH   OTR   0 16,913 0
WPP PLC COM 92937A102 299 3,300 SH   SOLE   3,300 0 0
Werner Enterprises COM 950755108 114,820 2,970,764 SH   SOLE   2,970,764 0 0
Werner Enterprises COM 950755108 1,672 43,248 SH   OTR   0 43,248 0
Whirlpool COM 963320106 100,557 596,280 SH   SOLE   596,280 0 0
Whirlpool COM 963320106 1,371 8,129 SH   OTR   0 8,129 0
iCAD Inc COM 44934S206 1,621 471,157 SH   SOLE   471,157 0 0
JPMorgan Chase 6.1 PFD PFD 48127X542 270 10,000 SH   SOLE   10,000 0 0
WTS S&W Seed Company WT 785991035 144 169,999 SH   SOLE   169,999 0 0