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 CORP COM 001084102 4,821 74,340 SH   SOLE   72,850 0 1,490
ALPHABET INC CAP STK CL C 02079K107 18,779 18,200 SH   SOLE   18,200 0 0
AMERICAN EXPRESS CO COM 025816109 5,504 59,000 SH   SOLE   59,000 0 0
AON PLC SHS CL A G0408V102 8,420 60,000 SH   SOLE   60,000 0 0
APPLE INC COM 037833100 18,959 113,000 SH   SOLE   113,000 0 0
APTIV PLC SHS G6095L109 4,588 54,000 SH   SOLE   54,000 0 0
AXALTA COATING SYS LTD COM G0750C108 6,989 231,499 SH   SOLE   227,799 0 3,700
BANK NEW YORK MELLON CORP COM 064058100 6,441 125,000 SH   SOLE   125,000 0 0
BAXTER INTL INC COM 071813109 3,512 54,000 SH   SOLE   54,000 0 0
BB&T CORP COM 054937107 3,539 68,000 SH   SOLE   68,000 0 0
BECTON DICKINSON & CO COM 075887109 7,151 33,000 SH   SOLE   33,000 0 0
BLUE BIRD CORP COM 095306106 2,088 88,110 SH   SOLE   83,000 0 5,110
BORGWARNER INC COM 099724106 5,073 101,000 SH   SOLE   101,000 0 0
CASEYS GEN STORES INC COM 147528103 5,179 47,178 SH   SOLE   46,378 0 800
CATERPILLAR INC DEL COM 149123101 2,063 14,000 SH   SOLE   14,000 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,666 67,300 SH   SOLE   64,000 0 3,300
CHEVRON CORP NEW COM 166764100 3,649 32,000 SH   SOLE   32,000 0 0
CISCO SYS INC COM 17275R102 10,980 256,000 SH   SOLE   256,000 0 0
CITIZENS FINL GROUP INC COM 174610105 8,337 198,600 SH   SOLE   194,500 0 4,100
COMCAST CORP NEW CL A 20030N101 8,987 263,000 SH   SOLE   263,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 5,436 136,000 SH   SOLE   134,000 0 2,000
CONDUENT INC COM 206787103 13,603 729,750 SH   SOLE   717,000 0 12,750
CORNING INC COM 219350105 5,074 182,000 SH   SOLE   182,000 0 0
COTY INC COM CL A 222070203 4,557 249,000 SH   SOLE   249,000 0 0
CVS CAREMARK CORPORATION COM 126650100 11,509 185,000 SH   SOLE   185,000 0 0
DANAHER CORP DEL COM 235851102 5,385 55,000 SH   SOLE   55,000 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 3,431 72,000 SH   SOLE   72,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,482 173,000 SH   SOLE   173,000 0 0
DENNYS CORP COM 24869P104 1,491 96,600 SH   SOLE   91,520 0 5,080
DINEEQUITY INC COM 254423106 4,233 64,550 SH   SOLE   61,450 0 3,100
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 12,343 632,350 SH   SOLE   623,500 0 8,850
DOWDUPONT INC COM 26078J100 5,161 81,000 SH   SOLE   81,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 5,791 97,020 SH   SOLE   95,500 0 1,520
EASTMAN CHEM CO COM 277432100 7,074 67,000 SH   SOLE   67,000 0 0
EATON CORP PLC SHS G29183103 5,594 70,000 SH   SOLE   70,000 0 0
EBAY INC COM 278642103 8,008 199,000 SH   SOLE   199,000 0 0
EXXON MOBIL CORP COM 30231G102 3,731 50,000 SH   SOLE   50,000 0 0
FEDERAL SIGNAL CORP COM 313855108 1,972 89,550 SH   SOLE   84,850 0 4,700
FEDEX CORP COM 31428X106 6,963 29,000 SH   SOLE   29,000 0 0
FIFTH THIRD BANCORP COM 316773100 5,461 172,000 SH   SOLE   172,000 0 0
FRANKLIN RES INC COM 354613101 6,936 200,000 SH   SOLE   200,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 3,467 113,000 SH   SOLE   113,000 0 0
GENERAL MTRS CO COM 37045V100 7,086 195,000 SH   SOLE   195,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 8,650 325,450 SH   SOLE   321,700 0 3,750
GREENBRIER COS INC COM 393657101 9,165 182,382 SH   SOLE   178,532 0 3,850
HAIN CELESTIAL GROUP INC COM 405217100 2,232 69,600 SH   SOLE   66,000 0 3,600
HELEN OF TROY CORP LTD COM G4388N106 2,932 33,700 SH   SOLE   32,000 0 1,700
SCHEIN HENRY INC COM 806407102 5,589 83,160 SH   SOLE   83,160 0 0
HOLOGIC INC COM 436440101 6,265 167,700 SH   SOLE   167,700 0 0
HORMEL FOODS CORP COM 440452100 5,731 167,000 SH   SOLE   167,000 0 0
INTEL CORP COM 458140100 17,025 326,900 SH   SOLE   326,900 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 9,052 59,000 SH   SOLE   59,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,404 3,400 SH   SOLE   3,400 0 0
INVESCO LTD SHS G491BT108 10,435 326,000 SH   SOLE   326,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 5,791 175,000 SH   SOLE   172,100 0 2,900
JETBLUE AIRWAYS CORP COM 477143101 6,622 325,900 SH   SOLE   325,900 0 0
SMUCKER J M CO COM NEW 832696405 5,208 42,000 SH   SOLE   42,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 12,677 241,981 SH   SOLE   238,000 0 3,981
KIMBERLY CLARK CORP COM 494368103 4,851 44,050 SH   SOLE   44,050 0 0
KULICKE & SOFFA INDS INC COM 501242101 9,884 395,200 SH   SOLE   386,700 0 8,500
LEGG MASON INC COM 524901105 14,184 348,923 SH   SOLE   342,503 0 6,420
LIFETIME BRANDS INC COM 53222Q103 2,197 177,150 SH   SOLE   168,469 0 8,681
LOWES COS INC COM 548661107 7,283 83,000 SH   SOLE   83,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 3,700 44,800 SH   SOLE   44,800 0 0
MASTERCARD INC CL A 57636Q104 3,854 22,000 SH   SOLE   22,000 0 0
MEDTRONIC PLC SHS G5960L103 9,306 116,000 SH   SOLE   116,000 0 0
MICROSOFT CORP COM 594918104 13,508 148,000 SH   SOLE   148,000 0 0
MILLER INDS INC TENN COM NEW 600551204 1,761 70,426 SH   SOLE   66,941 0 3,485
MOODYS CORP COM 615369105 1,613 10,000 SH   SOLE   10,000 0 0
NATUS MEDICAL INC DEL COM 639050103 2,222 66,030 SH   SOLE   62,600 0 3,430
NEWELL RUBBERMAID INC COM 651229106 10,549 414,000 SH   SOLE   414,000 0 0
NIKE INC CL B 654106103 3,654 55,000 SH   SOLE   55,000 0 0
OMNICOM GROUP INC COM 681919106 7,194 99,000 SH   SOLE   99,000 0 0
ORACLE CORP COM 68389X105 10,889 238,000 SH   SOLE   238,000 0 0
OWENS ILL INC COM NEW 690768403 11,350 524,002 SH   SOLE   512,902 0 11,100
PARK OHIO HLDGS CORP COM 700666100 1,418 36,500 SH   SOLE   34,900 0 1,600
PARKER HANNIFIN CORP COM 701094104 3,592 21,000 SH   SOLE   21,000 0 0
PATTERSON COMPANIES INC COM 703395103 7,403 333,027 SH   SOLE   327,017 0 6,010
PEPSICO INC COM 713448108 3,275 30,000 SH   SOLE   30,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 5,387 159,750 SH   SOLE   152,000 0 7,750
PROCTOR & GAMBLE CO COM 742718109 4,360 55,000 SH   SOLE   55,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 9,253 127,400 SH   SOLE   124,600 0 2,800
PRUDENTIAL FINL INC COM 744320102 6,938 67,000 SH   SOLE   67,000 0 0
REGAL-BELOIT CORP COM 758750103 10,383 141,550 SH   SOLE   139,100 0 2,450
SEALED AIR CORP NEW COM 81211K100 3,594 84,000 SH   SOLE   84,000 0 0
SEAWORLD ENTMT INC COM 81282V100 11,882 801,200 SH   SOLE   785,400 0 15,800
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 6,988 134,834 SH   SOLE   132,109 0 2,725
SKECHERS U S A INC CL A 830566105 6,040 155,300 SH   SOLE   154,000 0 1,300
SNAP ON INC COM 833034101 7,377 50,000 SH   SOLE   50,000 0 0
SPARTAN MTRS INC COM 846819100 3,411 198,300 SH   SOLE   187,900 0 10,400
SPIRIT AIRLS INC COM 848577102 11,277 298,500 SH   SOLE   292,900 0 5,600
STERICYCLE INC COM 858912108 11,033 188,500 SH   SOLE   185,000 0 3,500
TAPESTRY INC COM 876030107 4,367 83,000 SH   SOLE   83,000 0 0
TEXAS INSTRS INC COM 882508104 7,376 71,000 SH   SOLE   71,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,749 23,000 SH   SOLE   23,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,207 37,500 SH   SOLE   37,500 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 7,820 215,000 SH   SOLE   215,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,698 64,000 SH   SOLE   64,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 6,731 53,500 SH   SOLE   53,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,831 31,920 SH   SOLE   31,920 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 5,281 44,600 SH   SOLE   44,600 0 0
US BANCORP DEL COM NEW 902973304 5,424 107,400 SH   SOLE   107,400 0 0
VIACOM INC NEW CL B 92553P201 10,001 322,000 SH   SOLE   322,000 0 0
VISA INC COM CL A 92826C839 6,699 56,000 SH   SOLE   56,000 0 0
WABASH NATL CORP COM 929566107 2,163 103,950 SH   SOLE   99,000 0 4,950
WALGREENS BOOTS ALLIANCE INC COM 931427108 10,429 159,300 SH   SOLE   159,300 0 0
WESCO INTL INC COM 95082P105 13,167 212,200 SH   SOLE   208,600 0 3,600
WESTERN DIGITAL CORP COM 958102105 7,935 86,000 SH   SOLE   86,000 0 0
WESTROCK CO COM 96145D105 9,009 140,390 SH   SOLE   138,581 0 1,809
WELLS FARGO CO NEW COM 949746101 7,075 135,000 SH   SOLE   135,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 7,610 50,000 SH   SOLE   50,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 14,893 107,000 SH   SOLE   105,200 0 1,800
ZIMMER HLDGS INC COM 98956P102 14,997 137,540 SH   SOLE   135,200 0 2,340