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 4,581 75,350 SH   SOLE   73,650 0 1,700
ALPHABET INC CAP STK CL C 02079K107 9,786 8,200 SH   SOLE   8,200 0 0
AMERICAN EXPRESS CO COM 025816109 4,579 43,000 SH   SOLE   43,000 0 0
AON PLC SHS CL A G0408V102 7,489 48,700 SH   SOLE   48,700 0 0
APPLE INC COM 037833100 11,738 52,000 SH   SOLE   52,000 0 0
APTIV PLC SHS G6095L109 4,972 59,264 SH   SOLE   59,264 0 0
AXALTA COATING SYS LTD COM G0750C108 6,497 222,799 SH   SOLE   219,099 0 3,700
BANK NEW YORK MELLON CORP COM 064058100 6,374 125,000 SH   SOLE   125,000 0 0
BAXTER INTL INC COM 071813109 3,546 46,000 SH   SOLE   46,000 0 0
BB&T CORP COM 054937107 3,107 64,000 SH   SOLE   64,000 0 0
BECTON DICKINSON & CO COM 075887109 7,047 27,000 SH   SOLE   27,000 0 0
BIG LOTS INC COM 089302103 1,705 40,800 SH   SOLE   38,000 0 2,800
BLUE BIRD CORP COM 095306106 1,524 62,210 SH   SOLE   58,150 0 4,060
BORGWARNER INC COM 099724106 6,588 154,000 SH   SOLE   154,000 0 0
CASEYS GEN STORES INC COM 147528103 5,136 39,780 SH   SOLE   38,800 0 980
CATERPILLAR INC DEL COM 149123101 4,270 28,000 SH   SOLE   28,000 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 1,955 59,000 SH   SOLE   55,000 0 4,000
CHEVRON CORP NEW COM 166764100 3,240 26,500 SH   SOLE   26,500 0 0
CISCO SYS INC COM 17275R102 11,092 228,000 SH   SOLE   228,000 0 0
CITIZENS FINL GROUP INC COM 174610105 10,159 263,400 SH   SOLE   258,750 0 4,650
COMCAST CORP NEW CL A 20030N101 8,003 226,000 SH   SOLE   226,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 8,253 268,300 SH   SOLE   264,700 0 3,600
CONDUENT INC COM 206787103 12,153 539,653 SH   SOLE   528,353 0 11,300
CORNING INC COM 219350105 5,366 152,000 SH   SOLE   152,000 0 0
COTY INC COM CL A 222070203 6,632 528,000 SH   SOLE   528,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 3,261 22,166 SH   SOLE   21,790 0 376
CUMMINS INC COM 231021106 1,899 13,000 SH   SOLE   13,000 0 0
CVS CAREMARK CORPORATION COM 126650100 10,076 128,000 SH   SOLE   128,000 0 0
DANAHER CORP DEL COM 235851102 5,433 50,000 SH   SOLE   50,000 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 6,600 210,450 SH   SOLE   207,000 0 3,450
DELTA AIR LINES INC DEL COM NEW 247361702 10,005 173,000 SH   SOLE   173,000 0 0
DENNYS CORP COM 24869P104 1,529 103,900 SH   SOLE   97,000 0 6,900
DINEEQUITY INC COM 254423106 2,366 29,100 SH   SOLE   27,000 0 2,100
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 14,198 479,990 SH   SOLE   471,200 0 8,790
DOWDUPONT INC COM 26078J100 6,881 107,000 SH   SOLE   107,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 2,897 39,300 SH   SOLE   38,450 0 850
EASTMAN CHEM CO COM 277432100 6,796 71,000 SH   SOLE   71,000 0 0
EATON CORP PLC SHS G29183103 6,591 76,000 SH   SOLE   76,000 0 0
EBAY INC COM 278642103 8,420 255,000 SH   SOLE   255,000 0 0
EXXON MOBIL CORP COM 30231G102 3,656 43,000 SH   SOLE   43,000 0 0
FEDERAL SIGNAL CORP COM 313855108 1,419 53,000 SH   SOLE   49,500 0 3,500
FEDEX CORP COM 31428X106 6,983 29,000 SH   SOLE   29,000 0 0
FIFTH THIRD BANCORP COM 316773100 5,137 184,000 SH   SOLE   184,000 0 0
FLEX LTD ORD Y2573F102 918 70,000 SH   SOLE   70,000 0 0
FRANKLIN RES INC COM 354613101 4,568 150,222 SH   SOLE   150,222 0 0
GARDNER DENVER HLDGS INC COM 36555P107 8,622 304,250 SH   SOLE   304,250 0 0
GENERAC HLDGS INC COM 368736104 7,897 140,000 SH   SOLE   140,000 0 0
GENERAL MTRS CO COM 37045V100 6,801 202,000 SH   SOLE   202,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,036 18,000 SH   SOLE   18,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 10,331 441,700 SH   SOLE   435,000 0 6,700
GREENBRIER COS INC COM 393657101 5,502 91,550 SH   SOLE   89,400 0 2,150
HAIN CELESTIAL GROUP INC COM 405217100 2,294 84,600 SH   SOLE   80,000 0 4,600
HELEN OF TROY CORP LTD COM G4388N106 1,170 8,940 SH   SOLE   8,200 0 740
SCHEIN HENRY INC COM 806407102 3,469 40,800 SH   SOLE   40,800 0 0
HOLOGIC INC COM 436440101 4,995 121,900 SH   SOLE   121,900 0 0
HOME BANCSHARES INC COM 436893200 1,500 68,500 SH   SOLE   64,000 0 4,500
HORMEL FOODS CORP COM 440452100 2,009 51,000 SH   SOLE   51,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,165 54,000 SH   SOLE   54,000 0 0
INTEL CORP COM 458140100 9,553 202,000 SH   SOLE   202,000 0 0
INVESCO LTD SHS G491BT108 9,884 432,000 SH   SOLE   432,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 2,213 82,100 SH   SOLE   76,800 0 5,300
JETBLUE AIRWAYS CORP COM 477143101 7,531 389,000 SH   SOLE   389,000 0 0
SMUCKER J M CO COM NEW 832696405 4,515 44,000 SH   SOLE   44,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 10,406 157,000 SH   SOLE   154,000 0 3,000
KIMBERLY CLARK CORP COM 494368103 2,841 25,000 SH   SOLE   25,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 9,597 402,550 SH   SOLE   394,279 0 8,271
LAM RESEARCH CORP COM 512807108 5,977 39,400 SH   SOLE   39,400 0 0
LEGG MASON INC COM 524901105 13,023 417,000 SH   SOLE   408,000 0 9,000
LIFETIME BRANDS INC COM 53222Q103 2,344 215,000 SH   SOLE   200,500 0 14,500
LOWES COS INC COM 548661107 5,856 51,000 SH   SOLE   51,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 3,706 44,800 SH   SOLE   44,800 0 0
MASTERCARD INC CL A 57636Q104 3,562 16,000 SH   SOLE   16,000 0 0
MCDONALDS CORP COM 580135101 4,350 26,000 SH   SOLE   26,000 0 0
MEDTRONIC PLC SHS G5960L103 6,976 70,920 SH   SOLE   70,920 0 0
MICROSOFT CORP COM 594918104 5,261 46,000 SH   SOLE   46,000 0 0
MILLER INDS INC TENN COM NEW 600551204 1,600 59,485 SH   SOLE   56,000 0 3,485
MOHAWK INDS INC COM 608190104 6,137 35,000 SH   SOLE   35,000 0 0
MOODYS CORP COM 615369105 3,177 19,000 SH   SOLE   19,000 0 0
NATUS MEDICAL INC DEL COM 639050103 882 24,750 SH   SOLE   23,000 0 1,750
NEWELL RUBBERMAID INC COM 651229106 12,200 601,000 SH   SOLE   601,000 0 0
OMNICOM GROUP INC COM 681919106 8,707 128,000 SH   SOLE   128,000 0 0
ORACLE CORP COM 68389X105 9,435 183,000 SH   SOLE   183,000 0 0
OWENS ILL INC COM NEW 690768403 12,319 655,600 SH   SOLE   640,600 0 15,000
PACKAGING CORP AMER COM 695156109 3,620 33,000 SH   SOLE   33,000 0 0
PARK OHIO HLDGS CORP COM 700666100 1,841 48,000 SH   SOLE   44,500 0 3,500
PARKER HANNIFIN CORP COM 701094104 6,783 36,877 SH   SOLE   36,877 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 4,217 111,305 SH   SOLE   104,105 0 7,200
PROCTOR & GAMBLE CO COM 742718109 3,412 41,000 SH   SOLE   41,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 8,249 118,950 SH   SOLE   116,150 0 2,800
PRUDENTIAL FINL INC COM 744320102 7,396 73,000 SH   SOLE   73,000 0 0
REGAL-BELOIT CORP COM 758750103 7,724 93,680 SH   SOLE   91,400 0 2,280
SEALED AIR CORP NEW COM 81211K100 5,220 130,000 SH   SOLE   130,000 0 0
SEAWORLD ENTMT INC COM 81282V100 6,061 192,850 SH   SOLE   186,600 0 6,250
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 7,802 157,450 SH   SOLE   154,000 0 3,450
SKECHERS U S A INC CL A 830566105 8,757 313,550 SH   SOLE   310,200 0 3,350
SNAP ON INC COM 833034101 5,141 28,000 SH   SOLE   28,000 0 0
SPARTAN MTRS INC COM 846819100 3,089 209,400 SH   SOLE   195,300 0 14,100
SPIRIT AIRLS INC COM 848577102 6,743 143,565 SH   SOLE   139,615 0 3,950
STARBUCKS CORP COM 855244109 4,434 78,000 SH   SOLE   78,000 0 0
TAPESTRY INC COM 876030107 3,971 79,000 SH   SOLE   79,000 0 0
TEXAS INSTRS INC COM 882508104 6,867 64,000 SH   SOLE   64,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,370 22,000 SH   SOLE   22,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,772 44,500 SH   SOLE   44,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,472 64,000 SH   SOLE   64,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 6,991 50,000 SH   SOLE   50,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,055 19,000 SH   SOLE   19,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,986 39,000 SH   SOLE   39,000 0 0
US BANCORP DEL COM NEW 902973304 7,129 135,000 SH   SOLE   135,000 0 0
VIACOM INC NEW CL B 92553P201 9,622 285,000 SH   SOLE   285,000 0 0
VISA INC COM CL A 92826C839 5,253 35,000 SH   SOLE   35,000 0 0
WABASH NATL CORP COM 929566107 2,388 131,000 SH   SOLE   122,000 0 9,000
WALGREENS BOOTS ALLIANCE INC COM 931427108 10,257 140,700 SH   SOLE   140,700 0 0
DISNEY WALT CO COM DISNEY 254687106 9,881 84,500 SH   SOLE   84,500 0 0
WELLS FARGO CO NEW COM 949746101 7,253 138,000 SH   SOLE   138,000 0 0
WESCO INTL INC COM 95082P105 13,910 226,370 SH   SOLE   221,970 0 4,400
WESTERN DIGITAL CORP COM 958102105 8,957 153,000 SH   SOLE   153,000 0 0
WESTROCK CO COM 96145D105 9,129 170,819 SH   SOLE   167,950 0 2,869
WILLIS TOWERS WATSON PUB LTD SHS G96629103 8,597 61,000 SH   SOLE   61,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 9,301 52,600 SH   SOLE   51,500 0 1,100
ZIMMER HLDGS INC COM 98956P102 14,002 106,500 SH   SOLE   104,500 0 2,000