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
AKORN INC COM 009728106 5,512 228,900 SH   SOLE   226,000 0 2,900
ALPHABET INC CAP STK CL C 02079K107 7,051 8,500 SH   SOLE   8,500 0 0
AMERICAN EXPRESS CO COM 025816109 8,773 110,900 SH   SOLE   110,900 0 0
AON PLC SHS CL A G0408V102 8,546 72,000 SH   SOLE   72,000 0 0
APPLE INC COM 037833100 7,614 53,000 SH   SOLE   53,000 0 0
ASTRONICS CORP COM 046433108 2,766 87,174 SH   SOLE   83,700 0 3,474
AXALTA COATING SYS LTD COM G0750C108 7,790 241,940 SH   SOLE   238,900 0 3,040
BANK NEW YORK MELLON CORP COM 064058100 6,701 141,888 SH   SOLE   141,888 0 0
BB&T CORP COM 054937107 4,291 96,000 SH   SOLE   96,000 0 0
BECTON DICKINSON & CO COM 075887109 6,622 36,100 SH   SOLE   36,100 0 0
BED BATH & BEYOND INC COM 075896100 13,800 349,720 SH   SOLE   345,000 0 4,720
BIG LOTS INC COM 089302103 4,757 97,710 SH   SOLE   96,100 0 1,610
BORGWARNER INC COM 099724106 3,636 87,000 SH   SOLE   87,000 0 0
CATERPILLAR INC DEL COM 149123101 5,148 55,500 SH   SOLE   55,500 0 0
CECO ENVIRONMENTAL CORP COM 125141101 3,950 375,850 SH   SOLE   360,900 0 14,950
CHARLES RIV LABS INTL INC COM 159864107 9,720 108,055 SH   SOLE   106,800 0 1,255
CISCO SYS INC COM 17275R102 6,963 206,000 SH   SOLE   206,000 0 0
CITIZENS FINL GROUP INC COM 174610105 9,917 287,045 SH   SOLE   282,750 0 4,295
COACH INC COM 189754104 4,852 117,400 SH   SOLE   117,400 0 0
COMCAST CORP NEW CL A 20030N101 7,894 210,000 SH   SOLE   210,000 0 0
CONDUENT INC COM 206787103 6,806 405,616 SH   SOLE   400,716 0 4,900
CORNING INC COM 219350105 3,445 127,600 SH   SOLE   127,600 0 0
COTY INC COM CL A 222070203 6,726 371,000 SH   SOLE   371,000 0 0
CVS CAREMARK CORPORATION COM 126650100 9,571 121,925 SH   SOLE   121,925 0 0
DANAHER CORP DEL COM 235851102 5,559 65,000 SH   SOLE   65,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 6,842 85,000 SH   SOLE   85,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,077 197,500 SH   SOLE   197,500 0 0
DINEEQUITY INC COM 254423106 2,664 48,960 SH   SOLE   47,000 0 1,960
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 11,070 391,040 SH   SOLE   391,040 0 0
DSW INC CL A 23334L102 12,046 582,480 SH   SOLE   574,850 0 7,630
EBAY INC COM 278642103 10,447 311,199 SH   SOLE   311,199 0 0
EXXON MOBIL CORP COM 30231G102 3,772 46,000 SH   SOLE   46,000 0 0
FEDERAL SIGNAL CORP COM 313855108 1,705 123,493 SH   SOLE   118,593 0 4,900
FEDEX CORP COM 31428X106 4,137 21,200 SH   SOLE   21,200 0 0
FIFTH THIRD BANCORP COM 316773100 5,893 232,000 SH   SOLE   232,000 0 0
FRANKLIN RES INC COM 354613101 5,171 122,700 SH   SOLE   122,700 0 0
FTD COS INC COM 30281V108 3,293 163,500 SH   SOLE   157,000 0 6,500
GENERAL ELECTRIC CO COM 369604103 7,480 251,000 SH   SOLE   251,000 0 0
GENERAL MTRS CO COM 37045V100 8,999 254,500 SH   SOLE   254,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 4,068 113,000 SH   SOLE   113,000 0 0
GREENBRIER COS INC COM 393657101 7,805 181,090 SH   SOLE   178,000 0 3,090
HARMONIC INC COM 413160102 3,864 649,401 SH   SOLE   622,410 0 26,991
HIBBETT SPORTS INC COM 428567101 1,630 55,250 SH   SOLE   53,050 0 2,200
HILL ROM HLDGS INC COM 431475102 7,360 104,253 SH   SOLE   102,400 0 1,853
HOLOGIC INC COM 436440101 7,106 167,000 SH   SOLE   167,000 0 0
HORMEL FOODS CORP COM 440452100 5,264 152,000 SH   SOLE   152,000 0 0
INTEL CORP COM 458140100 5,374 149,000 SH   SOLE   149,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,657 21,000 SH   SOLE   21,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,592 8,600 SH   SOLE   8,600 0 0
INVESCO LTD SHS G491BT108 9,815 320,432 SH   SOLE   320,432 0 0
IPG PHOTONICS CORP COM 44980X109 8,269 68,505 SH   SOLE   67,540 0 965
JANUS CAP GROUP INC COM 47102X105 12,604 954,845 SH   SOLE   940,150 0 14,695
JETBLUE AIRWAYS CORP COM 477143101 7,152 347,000 SH   SOLE   347,000 0 0
SMUCKER J M CO COM NEW 832696405 4,811 36,700 SH   SOLE   36,700 0 0
JOHNSON & JOHNSON COM 478160104 3,612 29,000 SH   SOLE   29,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 13,448 372,115 SH   SOLE   365,900 0 6,215
LEGG MASON INC COM 524901105 15,840 438,670 SH   SOLE   432,400 0 6,270
LIFETIME BRANDS INC COM 53222Q103 3,470 172,625 SH   SOLE   165,727 0 6,898
LOWES COS INC COM 548661107 5,590 68,000 SH   SOLE   68,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 4,951 67,000 SH   SOLE   67,000 0 0
MASTERCARD INC CL A 57636Q104 5,511 49,000 SH   SOLE   49,000 0 0
S&P GLOBAL INC COM 78409V104 5,360 41,000 SH   SOLE   41,000 0 0
MEDTRONIC PLC SHS G5960L103 9,748 121,000 SH   SOLE   121,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 7,385 193,787 SH   SOLE   193,787 0 0
MICROSOFT CORP COM 594918104 10,340 157,000 SH   SOLE   157,000 0 0
MILLER INDS INC TENN COM NEW 600551204 2,163 82,086 SH   SOLE   78,461 0 3,625
MOODYS CORP COM 615369105 5,075 45,300 SH   SOLE   45,300 0 0
NATUS MEDICAL INC DEL COM 639050103 3,409 86,845 SH   SOLE   83,400 0 3,445
NEWELL RUBBERMAID INC COM 651229106 6,557 139,000 SH   SOLE   139,000 0 0
NIKE INC CL B 654106103 3,678 66,000 SH   SOLE   66,000 0 0
ORACLE CORP COM 68389X105 13,249 297,000 SH   SOLE   297,000 0 0
OWENS ILL INC COM NEW 690768403 13,474 661,145 SH   SOLE   650,650 0 10,495
PATTERSON COMPANIES INC COM 703395103 15,948 352,605 SH   SOLE   347,300 0 5,305
PEPSICO INC COM 713448108 4,251 38,000 SH   SOLE   38,000 0 0
POTBELLY CORP COM 73754Y100 5,182 372,800 SH   SOLE   357,700 0 15,100
PRESTIGE BRANDS HLDGS INC COM 74112D101 1,852 33,330 SH   SOLE   32,000 0 1,330
PROCTOR & GAMBLE CO COM 742718109 5,391 60,000 SH   SOLE   60,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 7,935 113,830 SH   SOLE   112,300 0 1,530
REGAL-BELOIT CORP COM 758750103 10,575 139,787 SH   SOLE   137,317 0 2,470
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 7,665 97,800 SH   SOLE   97,800 0 0
SEAWORLD ENTMT INC COM 81282V100 11,252 615,850 SH   SOLE   607,650 0 8,200
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 7,790 186,580 SH   SOLE   184,180 0 2,400
SKECHERS U S A INC CL A 830566105 8,357 304,444 SH   SOLE   301,044 0 3,400
SNAP ON INC COM 833034101 5,060 30,000 SH   SOLE   30,000 0 0
SPIRIT AIRLS INC COM 848577102 12,133 228,622 SH   SOLE   224,350 0 4,272
STERICYCLE INC COM 858912108 11,953 144,200 SH   SOLE   142,800 0 1,400
STRYKER CORP COM 863667101 2,501 19,000 SH   SOLE   19,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 4,942 41,000 SH   SOLE   41,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 10,106 318,000 SH   SOLE   318,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,189 67,000 SH   SOLE   67,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 8,528 76,000 SH   SOLE   76,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,724 41,000 SH   SOLE   41,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 5,102 41,000 SH   SOLE   41,000 0 0
US BANCORP DEL COM NEW 902973304 5,845 113,500 SH   SOLE   113,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,095 84,000 SH   SOLE   84,000 0 0
V F CORP COM 918204108 1,814 33,000 SH   SOLE   33,000 0 0
VIACOM INC NEW CL B 92553P201 7,226 155,000 SH   SOLE   155,000 0 0
VISA INC COM CL A 92826C839 10,842 122,000 SH   SOLE   122,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 987 60,004 SH   SOLE   57,372 0 2,632
VITAMIN SHOPPE INC COM 92849E101 16,163 802,133 SH   SOLE   790,163 0 11,970
VWR CORP COM 91843L103 14,292 506,824 SH   SOLE   499,600 0 7,224
WABASH NATL CORP COM 929566107 1,177 56,900 SH   SOLE   54,600 0 2,300
DISNEY WALT CO COM DISNEY 254687106 10,432 92,000 SH   SOLE   92,000 0 0
WESCO INTL INC COM 95082P105 9,359 134,560 SH   SOLE   132,050 0 2,510
WESTROCK CO COM 96145D105 10,305 198,059 SH   SOLE   195,400 0 2,659
XPERI CORP COM 98421B100 2,728 80,340 SH   SOLE   77,170 0 3,170
ZEBRA TECHNOLOGIES CORP CL A 989207105 17,187 188,350 SH   SOLE   185,400 0 2,950
ZIMMER HLDGS INC COM 98956P102 16,686 136,645 SH   SOLE   134,700 0 1,945
ZOETIS INC CL A 98978V103 2,348 44,000 SH   SOLE   44,000 0 0