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 4,195 75,350 SH   SOLE   73,650 0 1,700
ALPHABET INC CAP STK CL C 02079K107 10,346 9,990 SH   SOLE   9,990 0 0
AMERICAN EXPRESS CO COM 025816109 3,527 37,000 SH   SOLE   37,000 0 0
AON PLC SHS CL A G0408V102 4,070 28,000 SH   SOLE   28,000 0 0
APPLE INC COM 037833100 10,521 66,700 SH   SOLE   66,700 0 0
APTIV PLC SHS G6095L109 4,248 69,000 SH   SOLE   69,000 0 0
AXALTA COATING SYS LTD COM G0750C108 6,223 265,700 SH   SOLE   260,600 0 5,100
BANK NEW YORK MELLON CORP COM 064058100 4,801 102,000 SH   SOLE   102,000 0 0
BAXTER INTL INC COM 071813109 3,028 46,000 SH   SOLE   46,000 0 0
BB&T CORP COM 054937107 2,859 66,000 SH   SOLE   66,000 0 0
BECTON DICKINSON & CO COM 075887109 6,827 30,300 SH   SOLE   30,300 0 0
BIG LOTS INC COM 089302103 1,446 50,000 SH   SOLE   46,000 0 4,000
BLUE BIRD CORP COM 095306106 1,414 77,750 SH   SOLE   72,000 0 5,750
BORGWARNER INC COM 099724106 5,771 166,120 SH   SOLE   166,120 0 0
CASEYS GEN STORES INC COM 147528103 3,370 26,300 SH   SOLE   25,650 0 650
CATERPILLAR INC DEL COM 149123101 4,829 38,000 SH   SOLE   38,000 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,606 83,400 SH   SOLE   77,500 0 5,900
CHEVRON CORP NEW COM 166764100 3,808 35,000 SH   SOLE   35,000 0 0
CISCO SYS INC COM 17275R102 9,879 228,000 SH   SOLE   228,000 0 0
CITIZENS FINL GROUP INC COM 174610105 9,871 332,025 SH   SOLE   326,000 0 6,025
COMCAST CORP NEW CL A 20030N101 5,925 174,000 SH   SOLE   174,000 0 0
CORNING INC COM 219350105 4,592 152,000 SH   SOLE   152,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 2,610 16,326 SH   SOLE   16,000 0 326
CUMMINS INC COM 231021106 3,341 25,000 SH   SOLE   25,000 0 0
CVS CAREMARK CORPORATION COM 126650100 8,321 127,000 SH   SOLE   127,000 0 0
DANAHER CORP DEL COM 235851102 2,784 27,000 SH   SOLE   27,000 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 4,890 341,500 SH   SOLE   333,900 0 7,600
DELTA AIR LINES INC DEL COM NEW 247361702 7,335 147,000 SH   SOLE   147,000 0 0
DENNYS CORP COM 24869P104 1,476 91,050 SH   SOLE   84,600 0 6,450
DINEEQUITY INC COM 254423106 1,582 23,500 SH   SOLE   21,900 0 1,600
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 12,294 532,660 SH   SOLE   524,010 0 8,650
DOWDUPONT INC COM 26078J100 6,311 118,000 SH   SOLE   118,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 2,039 31,800 SH   SOLE   31,150 0 650
EASTMAN CHEM CO COM 277432100 7,384 101,000 SH   SOLE   101,000 0 0
EATON CORP PLC SHS G29183103 5,218 76,000 SH   SOLE   76,000 0 0
EBAY INC COM 278642103 7,585 270,200 SH   SOLE   270,200 0 0
EQUIFAX INC COM 294429105 4,005 43,000 SH   SOLE   43,000 0 0
EXXON MOBIL CORP COM 30231G102 3,648 53,500 SH   SOLE   53,500 0 0
FEDERAL SIGNAL CORP COM 313855108 975 49,000 SH   SOLE   45,000 0 4,000
FEDEX CORP COM 31428X106 7,744 48,000 SH   SOLE   48,000 0 0
FIFTH THIRD BANCORP COM 316773100 4,777 203,000 SH   SOLE   203,000 0 0
FRANKLIN RES INC COM 354613101 3,566 120,222 SH   SOLE   120,222 0 0
GARDNER DENVER HLDGS INC COM 36555P107 7,812 382,000 SH   SOLE   377,000 0 5,000
GENERAC HLDGS INC COM 368736104 6,958 140,000 SH   SOLE   140,000 0 0
GENERAL MTRS CO COM 37045V100 5,620 168,000 SH   SOLE   168,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,097 36,500 SH   SOLE   36,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 9,191 450,300 SH   SOLE   443,000 0 7,300
GREENBRIER COS INC COM 393657101 4,103 103,768 SH   SOLE   101,718 0 2,050
HAIN CELESTIAL GROUP INC COM 405217100 1,738 109,600 SH   SOLE   102,000 0 7,600
HOLOGIC INC COM 436440101 2,795 68,000 SH   SOLE   68,000 0 0
HOME BANCSHARES INC COM 436893200 1,426 87,300 SH   SOLE   80,900 0 6,400
INTEL CORP COM 458140100 9,621 205,000 SH   SOLE   205,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,991 61,500 SH   SOLE   61,500 0 0
INVESCO LTD SHS G491BT108 7,868 470,000 SH   SOLE   470,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 2,010 97,000 SH   SOLE   90,000 0 7,000
JETBLUE AIRWAYS CORP COM 477143101 6,247 389,000 SH   SOLE   389,000 0 0
SMUCKER J M CO COM NEW 832696405 4,114 44,000 SH   SOLE   44,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 11,919 192,000 SH   SOLE   188,200 0 3,800
KULICKE & SOFFA INDS INC COM 501242101 8,715 429,960 SH   SOLE   420,900 0 9,060
LAM RESEARCH CORP COM 512807108 5,583 41,000 SH   SOLE   41,000 0 0
LEGG MASON INC COM 524901105 10,781 422,600 SH   SOLE   413,000 0 9,600
LIFETIME BRANDS INC COM 53222Q103 2,047 204,100 SH   SOLE   189,700 0 14,400
LOWES COS INC COM 548661107 4,710 51,000 SH   SOLE   51,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 3,573 44,800 SH   SOLE   44,800 0 0
MASTERCARD INC CL A 57636Q104 6,961 36,900 SH   SOLE   36,900 0 0
MCDONALDS CORP COM 580135101 4,617 26,000 SH   SOLE   26,000 0 0
MEDTRONIC PLC SHS G5960L103 5,640 62,000 SH   SOLE   62,000 0 0
MICROSOFT CORP COM 594918104 4,672 46,000 SH   SOLE   46,000 0 0
MILLER INDS INC TENN COM NEW 600551204 1,798 66,600 SH   SOLE   61,500 0 5,100
MOHAWK INDS INC COM 608190104 6,199 53,000 SH   SOLE   53,000 0 0
MOODYS CORP COM 615369105 5,742 41,000 SH   SOLE   41,000 0 0
NEWELL RUBBERMAID INC COM 651229106 8,719 469,000 SH   SOLE   469,000 0 0
OMNICOM GROUP INC COM 681919106 8,393 114,600 SH   SOLE   114,600 0 0
ORACLE CORP COM 68389X105 7,313 161,964 SH   SOLE   161,964 0 0
OWENS ILL INC COM NEW 690768403 7,318 424,500 SH   SOLE   414,800 0 9,700
PACKAGING CORP AMER COM 695156109 6,096 73,046 SH   SOLE   73,046 0 0
PARK OHIO HLDGS CORP COM 700666100 1,538 50,100 SH   SOLE   46,500 0 3,600
PARKER HANNIFIN CORP COM 701094104 4,907 32,900 SH   SOLE   32,900 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 3,020 97,800 SH   SOLE   91,000 0 6,800
PROSPERITY BANCSHARES INC COM 743606105 7,429 119,250 SH   SOLE   116,150 0 3,100
PRUDENTIAL FINL INC COM 744320102 6,198 76,000 SH   SOLE   76,000 0 0
REGAL-BELOIT CORP COM 758750103 6,562 93,680 SH   SOLE   91,400 0 2,280
S&P GLOBAL INC COM 78409V104 1,954 11,500 SH   SOLE   11,500 0 0
SEALED AIR CORP NEW COM 81211K100 5,574 160,000 SH   SOLE   160,000 0 0
SEAWORLD ENTMT INC COM 81282V100 4,260 192,850 SH   SOLE   186,600 0 6,250
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 8,780 195,800 SH   SOLE   192,000 0 3,800
SKECHERS U S A INC CL A 830566105 5,742 250,850 SH   SOLE   247,600 0 3,250
SNAP ON INC COM 833034101 4,504 31,000 SH   SOLE   31,000 0 0
SPARTAN MTRS INC COM 846819100 2,294 317,300 SH   SOLE   294,300 0 23,000
SPIRIT AIRLS INC COM 848577102 1,318 22,750 SH   SOLE   21,100 0 1,650
STARBUCKS CORP COM 855244109 4,444 69,000 SH   SOLE   69,000 0 0
TAPESTRY INC COM 876030107 5,434 161,000 SH   SOLE   161,000 0 0
TEXAS INSTRS INC COM 882508104 6,615 70,000 SH   SOLE   70,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,797 12,500 SH   SOLE   12,500 0 0
TRAVELERS COMPANIES INC COM 89417E109 4,191 35,000 SH   SOLE   35,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,242 64,000 SH   SOLE   64,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 5,537 52,000 SH   SOLE   52,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,840 11,400 SH   SOLE   11,400 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 3,019 25,900 SH   SOLE   25,900 0 0
US BANCORP DEL COM NEW 902973304 6,170 135,000 SH   SOLE   135,000 0 0
VIACOM INC NEW CL B 92553P201 6,785 264,000 SH   SOLE   264,000 0 0
VISA INC COM CL A 92826C839 4,618 35,000 SH   SOLE   35,000 0 0
WABASH NATL CORP COM 929566107 2,008 153,500 SH   SOLE   143,000 0 10,500
WALGREENS BOOTS ALLIANCE INC COM 931427108 6,423 94,000 SH   SOLE   94,000 0 0
DISNEY WALT CO COM DISNEY 254687106 9,265 84,500 SH   SOLE   84,500 0 0
WELLS FARGO CO NEW COM 949746101 6,585 142,900 SH   SOLE   142,900 0 0
WESCO INTL INC COM 95082P105 11,966 249,300 SH   SOLE   244,100 0 5,200
WESTERN DIGITAL CORP COM 958102105 6,544 177,000 SH   SOLE   177,000 0 0
WESTROCK CO COM 96145D105 9,376 248,300 SH   SOLE   244,000 0 4,300
WILLIS TOWERS WATSON PUB LTD SHS G96629103 5,647 37,187 SH   SOLE   37,187 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 5,406 33,950 SH   SOLE   33,300 0 650
ZIMMER HLDGS INC COM 98956P102 11,082 106,850 SH   SOLE   104,900 0 1,950