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 4,514 74,340 SH   SOLE   72,850 0 1,490
ALPHABET INC CAP STK CL C 02079K107 10,264 9,200 SH   SOLE   9,200 0 0
AMERICAN EXPRESS CO COM 025816109 5,292 54,000 SH   SOLE   54,000 0 0
AON PLC SHS CL A G0408V102 8,367 61,000 SH   SOLE   61,000 0 0
APPLE INC COM 037833100 18,696 101,000 SH   SOLE   101,000 0 0
APTIV PLC SHS G6095L109 3,161 34,500 SH   SOLE   34,500 0 0
AXALTA COATING SYS LTD COM G0750C108 7,017 231,499 SH   SOLE   227,799 0 3,700
BANK NEW YORK MELLON CORP COM 064058100 6,741 125,000 SH   SOLE   125,000 0 0
BAXTER INTL INC COM 071813109 3,397 46,000 SH   SOLE   46,000 0 0
BB&T CORP COM 054937107 3,228 64,000 SH   SOLE   64,000 0 0
BECTON DICKINSON & CO COM 075887109 8,864 37,000 SH   SOLE   37,000 0 0
BLUE BIRD CORP COM 095306106 1,574 70,410 SH   SOLE   66,300 0 4,110
BORGWARNER INC COM 099724106 5,827 135,000 SH   SOLE   135,000 0 0
CASEYS GEN STORES INC COM 147528103 5,441 51,780 SH   SOLE   50,800 0 980
CATERPILLAR INC DEL COM 149123101 3,392 25,000 SH   SOLE   25,000 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,303 56,900 SH   SOLE   53,900 0 3,000
CHEVRON CORP NEW COM 166764100 3,350 26,500 SH   SOLE   26,500 0 0
CISCO SYS INC COM 17275R102 9,811 228,000 SH   SOLE   228,000 0 0
CITIZENS FINL GROUP INC COM 174610105 9,997 257,000 SH   SOLE   252,750 0 4,250
COMCAST CORP NEW CL A 20030N101 8,990 274,000 SH   SOLE   274,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 7,836 268,300 SH   SOLE   264,700 0 3,600
CONDUENT INC COM 206787103 12,336 678,900 SH   SOLE   667,000 0 11,900
CORNING INC COM 219350105 5,089 185,000 SH   SOLE   185,000 0 0
COTY INC COM CL A 222070203 6,796 482,000 SH   SOLE   482,000 0 0
CVS CAREMARK CORPORATION COM 126650100 10,553 164,000 SH   SOLE   164,000 0 0
DANAHER CORP DEL COM 235851102 5,033 51,000 SH   SOLE   51,000 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 3,364 74,000 SH   SOLE   74,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,818 178,000 SH   SOLE   178,000 0 0
DENNYS CORP COM 24869P104 1,539 96,600 SH   SOLE   91,520 0 5,080
DINEEQUITY INC COM 254423106 2,827 37,788 SH   SOLE   35,688 0 2,100
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 17,133 671,877 SH   SOLE   661,737 0 10,140
DOWDUPONT INC COM 26078J100 5,340 81,000 SH   SOLE   81,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 4,914 71,150 SH   SOLE   70,000 0 1,150
EASTMAN CHEM CO COM 277432100 6,597 66,000 SH   SOLE   66,000 0 0
EATON CORP PLC SHS G29183103 5,680 76,000 SH   SOLE   76,000 0 0
EBAY INC COM 278642103 8,159 225,000 SH   SOLE   225,000 0 0
EXXON MOBIL CORP COM 30231G102 3,557 43,000 SH   SOLE   43,000 0 0
FEDERAL SIGNAL CORP COM 313855108 1,525 65,500 SH   SOLE   61,900 0 3,600
FEDEX CORP COM 31428X106 6,585 29,000 SH   SOLE   29,000 0 0
FIFTH THIRD BANCORP COM 316773100 4,850 169,000 SH   SOLE   169,000 0 0
FRANKLIN RES INC COM 354613101 6,506 203,000 SH   SOLE   203,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 5,561 189,200 SH   SOLE   189,200 0 0
GENERAC HLDGS INC COM 368736104 6,984 135,000 SH   SOLE   135,000 0 0
GENERAL MTRS CO COM 37045V100 6,383 162,000 SH   SOLE   162,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 9,069 389,400 SH   SOLE   384,000 0 5,400
GREENBRIER COS INC COM 393657101 8,329 157,900 SH   SOLE   154,500 0 3,400
GOLDMAN SACHS GROUP INC COM 38141G104 3,750 17,000 SH   SOLE   17,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 2,670 89,600 SH   SOLE   85,000 0 4,600
HELEN OF TROY CORP LTD COM G4388N106 2,676 27,180 SH   SOLE   25,580 0 1,600
SCHEIN HENRY INC COM 806407102 3,341 46,000 SH   SOLE   46,000 0 0
HOLOGIC INC COM 436440101 5,088 128,000 SH   SOLE   128,000 0 0
HOME BANCSHARES INC COM 436893200 1,426 63,200 SH   SOLE   59,300 0 3,900
HORMEL FOODS CORP COM 440452100 3,498 94,000 SH   SOLE   94,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 7,544 54,000 SH   SOLE   54,000 0 0
INTEL CORP COM 458140100 8,789 176,800 SH   SOLE   176,800 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,627 3,400 SH   SOLE   3,400 0 0
INVESCO LTD SHS G491BT108 10,544 397,000 SH   SOLE   397,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 2,495 81,200 SH   SOLE   77,000 0 4,200
JETBLUE AIRWAYS CORP COM 477143101 6,186 325,900 SH   SOLE   325,900 0 0
SMUCKER J M CO COM NEW 832696405 5,159 48,000 SH   SOLE   48,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 9,799 166,000 SH   SOLE   163,000 0 3,000
KIMBERLY CLARK CORP COM 494368103 5,478 52,000 SH   SOLE   52,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 10,899 457,550 SH   SOLE   448,879 0 8,671
LAM RESEARCH CORP COM 512807108 3,457 20,000 SH   SOLE   20,000 0 0
LEGG MASON INC COM 524901105 12,873 370,650 SH   SOLE   363,500 0 7,150
LIFETIME BRANDS INC COM 53222Q103 2,583 204,200 SH   SOLE   193,000 0 11,200
LOWES COS INC COM 548661107 6,116 64,000 SH   SOLE   64,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 3,672 44,800 SH   SOLE   44,800 0 0
MASTERCARD INC CL A 57636Q104 3,537 18,000 SH   SOLE   18,000 0 0
MEDTRONIC PLC SHS G5960L103 7,362 86,000 SH   SOLE   86,000 0 0
MICROSOFT CORP COM 594918104 6,538 66,300 SH   SOLE   66,300 0 0
MILLER INDS INC TENN COM NEW 600551204 1,799 70,426 SH   SOLE   66,941 0 3,485
MOODYS CORP COM 615369105 2,558 15,000 SH   SOLE   15,000 0 0
NATUS MEDICAL INC DEL COM 639050103 1,237 35,850 SH   SOLE   34,000 0 1,850
NEWELL RUBBERMAID INC COM 651229106 11,838 459,000 SH   SOLE   459,000 0 0
OMNICOM GROUP INC COM 681919106 8,313 109,000 SH   SOLE   109,000 0 0
ORACLE CORP COM 68389X105 10,927 248,000 SH   SOLE   248,000 0 0
OWENS ILL INC COM NEW 690768403 11,622 691,400 SH   SOLE   676,500 0 14,900
PARK OHIO HLDGS CORP COM 700666100 1,492 40,000 SH   SOLE   38,000 0 2,000
PARKER HANNIFIN CORP COM 701094104 6,857 44,000 SH   SOLE   44,000 0 0
PEPSICO INC COM 713448108 1,012 9,300 SH   SOLE   9,300 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 5,155 134,305 SH   SOLE   126,905 0 7,400
PROCTOR & GAMBLE CO COM 742718109 3,513 45,000 SH   SOLE   45,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 8,542 124,950 SH   SOLE   122,150 0 2,800
PRUDENTIAL FINL INC COM 744320102 6,826 73,000 SH   SOLE   73,000 0 0
REGAL-BELOIT CORP COM 758750103 8,452 103,330 SH   SOLE   101,000 0 2,330
SEALED AIR CORP NEW COM 81211K100 3,566 84,000 SH   SOLE   84,000 0 0
SEAWORLD ENTMT INC COM 81282V100 10,857 497,550 SH   SOLE   487,000 0 10,550
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 7,116 149,566 SH   SOLE   146,841 0 2,725
SKECHERS U S A INC CL A 830566105 9,053 301,650 SH   SOLE   298,700 0 2,950
SNAP ON INC COM 833034101 6,590 41,000 SH   SOLE   41,000 0 0
SPARTAN MTRS INC COM 846819100 2,778 184,000 SH   SOLE   173,000 0 11,000
SPIRIT AIRLS INC COM 848577102 11,214 308,500 SH   SOLE   302,600 0 5,900
STERICYCLE INC COM 858912108 12,307 188,500 SH   SOLE   185,000 0 3,500
TAPESTRY INC COM 876030107 3,690 79,000 SH   SOLE   79,000 0 0
TEXAS INSTRS INC COM 882508104 6,395 58,000 SH   SOLE   58,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,764 23,000 SH   SOLE   23,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,444 44,500 SH   SOLE   44,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,799 64,000 SH   SOLE   64,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 6,689 53,500 SH   SOLE   53,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,907 20,000 SH   SOLE   20,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,937 44,300 SH   SOLE   44,300 0 0
US BANCORP DEL COM NEW 902973304 6,753 135,000 SH   SOLE   135,000 0 0
VIACOM INC NEW CL B 92553P201 10,858 360,000 SH   SOLE   360,000 0 0
VISA INC COM CL A 92826C839 5,033 38,000 SH   SOLE   38,000 0 0
WABASH NATL CORP COM 929566107 2,292 122,850 SH   SOLE   116,000 0 6,850
WALGREENS BOOTS ALLIANCE INC COM 931427108 10,803 180,000 SH   SOLE   180,000 0 0
DISNEY WALT CO COM DISNEY 254687106 8,856 84,500 SH   SOLE   84,500 0 0
WELLS FARGO CO NEW COM 949746101 7,651 138,000 SH   SOLE   138,000 0 0
WESCO INTL INC COM 95082P105 13,211 231,370 SH   SOLE   226,970 0 4,400
WESTERN DIGITAL CORP COM 958102105 8,283 107,000 SH   SOLE   107,000 0 0
WESTROCK CO COM 96145D105 8,524 149,500 SH   SOLE   147,381 0 2,119
WILLIS TOWERS WATSON PUB LTD SHS G96629103 8,641 57,000 SH   SOLE   57,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 11,517 80,400 SH   SOLE   79,000 0 1,400
ZIMMER HLDGS INC COM 98956P102 15,757 141,390 SH   SOLE   139,000 0 2,390