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 3,696 51,740 SH   SOLE   50,300 0 1,440
ALPHABET INC CAP STK CL C 02079K107 21,974 21,000 SH   SOLE   21,000 0 0
AMERICAN EXPRESS CO COM 025816109 4,767 48,000 SH   SOLE   48,000 0 0
AON PLC SHS CL A G0408V102 7,102 53,000 SH   SOLE   53,000 0 0
APPLE INC COM 037833100 19,123 113,000 SH   SOLE   113,000 0 0
APTIV PLC SHS G6095L109 4,199 49,500 SH   SOLE   49,500 0 0
AXALTA COATING SYS LTD COM G0750C108 7,474 230,959 SH   SOLE   227,799 0 3,160
BANK NEW YORK MELLON CORP COM 064058100 6,733 125,000 SH   SOLE   125,000 0 0
BAXTER INTL INC COM 071813109 3,491 54,000 SH   SOLE   54,000 0 0
BB&T CORP COM 054937107 5,221 105,000 SH   SOLE   105,000 0 0
BECTON DICKINSON & CO COM 075887109 5,780 27,000 SH   SOLE   27,000 0 0
BLUE BIRD CORP COM 095306106 1,988 99,910 SH   SOLE   94,600 0 5,310
BORGWARNER INC COM 099724106 3,678 72,000 SH   SOLE   72,000 0 0
CATERPILLAR INC DEL COM 149123101 3,467 22,000 SH   SOLE   22,000 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,412 63,950 SH   SOLE   61,000 0 2,950
CHARLES RIV LABS INTL INC COM 159864107 5,279 48,235 SH   SOLE   47,400 0 835
CHEVRON CORP NEW COM 166764100 2,253 18,000 SH   SOLE   18,000 0 0
CISCO SYS INC COM 17275R102 10,762 281,000 SH   SOLE   281,000 0 0
CITIZENS FINL GROUP INC COM 174610105 12,014 286,180 SH   SOLE   280,900 0 5,280
COMCAST CORP NEW CL A 20030N101 7,610 190,000 SH   SOLE   190,000 0 0
CONDUENT INC COM 206787103 11,793 729,750 SH   SOLE   717,000 0 12,750
CORNING INC COM 219350105 3,541 110,700 SH   SOLE   110,700 0 0
COTY INC COM CL A 222070203 7,021 353,000 SH   SOLE   353,000 0 0
CVS CAREMARK CORPORATION COM 126650100 9,896 136,500 SH   SOLE   136,500 0 0
DANAHER CORP DEL COM 235851102 5,012 54,000 SH   SOLE   54,000 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 866 16,499 SH   SOLE   16,499 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,680 155,000 SH   SOLE   155,000 0 0
DINEEQUITY INC COM 254423106 4,353 85,800 SH   SOLE   82,000 0 3,800
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 16,835 795,250 SH   SOLE   787,000 0 8,250
DOWDUPONT INC COM 26078J100 3,561 50,000 SH   SOLE   50,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 6,255 97,020 SH   SOLE   95,500 0 1,520
EASTMAN CHEM CO COM 277432100 3,520 38,000 SH   SOLE   38,000 0 0
EATON CORP PLC SHS G29183103 5,531 70,000 SH   SOLE   70,000 0 0
EBAY INC COM 278642103 7,925 210,000 SH   SOLE   210,000 0 0
EXXON MOBIL CORP COM 30231G102 4,015 48,000 SH   SOLE   48,000 0 0
FEDERAL SIGNAL CORP COM 313855108 1,715 85,380 SH   SOLE   80,257 0 5,123
FEDEX CORP COM 31428X106 6,738 27,000 SH   SOLE   27,000 0 0
FIFTH THIRD BANCORP COM 316773100 5,218 172,000 SH   SOLE   172,000 0 0
FRANKLIN RES INC COM 354613101 3,453 79,700 SH   SOLE   79,700 0 0
GENERAL MTRS CO COM 37045V100 5,493 134,000 SH   SOLE   134,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 7,657 237,000 SH   SOLE   237,000 0 0
GREENBRIER COS INC COM 393657101 11,332 212,600 SH   SOLE   208,750 0 3,850
HARLEY DAVIDSON INC COM 412822108 4,477 88,000 SH   SOLE   88,000 0 0
HELEN OF TROY CORP LTD COM G4388N106 3,040 31,550 SH   SOLE   30,000 0 1,550
SCHEIN HENRY INC COM 806407102 4,763 68,160 SH   SOLE   68,160 0 0
HOLOGIC INC COM 436440101 6,314 147,700 SH   SOLE   147,700 0 0
HORMEL FOODS CORP COM 440452100 6,077 167,000 SH   SOLE   167,000 0 0
INTEL CORP COM 458140100 17,818 386,000 SH   SOLE   386,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,745 57,000 SH   SOLE   57,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,920 8,000 SH   SOLE   8,000 0 0
INVESCO LTD SHS G491BT108 10,114 276,800 SH   SOLE   276,800 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 6,696 175,000 SH   SOLE   172,100 0 2,900
JETBLUE AIRWAYS CORP COM 477143101 7,283 326,000 SH   SOLE   326,000 0 0
SMUCKER J M CO COM NEW 832696405 7,206 58,000 SH   SOLE   58,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 12,662 304,375 SH   SOLE   298,800 0 5,575
KIMBERLY CLARK CORP COM 494368103 3,620 30,000 SH   SOLE   30,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 3,216 132,150 SH   SOLE   125,000 0 7,150
LEGG MASON INC COM 524901105 15,351 365,670 SH   SOLE   359,000 0 6,670
LIFETIME BRANDS INC COM 53222Q103 2,483 150,481 SH   SOLE   142,350 0 8,131
LOWES COS INC COM 548661107 5,298 57,000 SH   SOLE   57,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 3,646 44,800 SH   SOLE   44,800 0 0
MASTERCARD INC CL A 57636Q104 4,995 33,000 SH   SOLE   33,000 0 0
MEDTRONIC PLC SHS G5960L103 9,448 117,000 SH   SOLE   117,000 0 0
MICROSOFT CORP COM 594918104 8,554 100,000 SH   SOLE   100,000 0 0
MILLER INDS INC TENN COM NEW 600551204 1,817 70,426 SH   SOLE   66,941 0 3,485
MOODYS CORP COM 615369105 4,689 31,763 SH   SOLE   31,763 0 0
NATUS MEDICAL INC DEL COM 639050103 1,446 37,850 SH   SOLE   35,800 0 2,050
NEWELL RUBBERMAID INC COM 651229106 7,478 242,000 SH   SOLE   242,000 0 0
NIKE INC CL B 654106103 3,816 61,000 SH   SOLE   61,000 0 0
OMNICOM GROUP INC COM 681919106 7,451 102,300 SH   SOLE   102,300 0 0
ORACLE CORP COM 68389X105 15,461 327,000 SH   SOLE   327,000 0 0
OWENS ILL INC COM NEW 690768403 10,730 484,000 SH   SOLE   473,000 0 11,000
PARK OHIO HLDGS CORP COM 700666100 1,677 36,500 SH   SOLE   34,900 0 1,600
PATTERSON COMPANIES INC COM 703395103 11,818 327,088 SH   SOLE   321,178 0 5,910
PEPSICO INC COM 713448108 3,598 30,000 SH   SOLE   30,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 4,790 107,850 SH   SOLE   103,000 0 4,850
PROCTOR & GAMBLE CO COM 742718109 3,400 37,000 SH   SOLE   37,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 11,432 163,150 SH   SOLE   160,000 0 3,150
PRUDENTIAL FINL INC COM 744320102 6,669 58,000 SH   SOLE   58,000 0 0
REGAL-BELOIT CORP COM 758750103 8,395 109,600 SH   SOLE   107,600 0 2,000
S&P GLOBAL INC COM 78409V104 3,481 20,550 SH   SOLE   20,550 0 0
SEAWORLD ENTMT INC COM 81282V100 15,198 1,120,000 SH   SOLE   1,101,700 0 18,300
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 6,426 125,725 SH   SOLE   123,000 0 2,725
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 3,937 76,793 SH   SOLE   75,293 0 1,500
SKECHERS U S A INC CL A 830566105 9,122 241,056 SH   SOLE   238,678 0 2,378
SNAP ON INC COM 833034101 9,064 52,000 SH   SOLE   52,000 0 0
SPARTAN MTRS INC COM 846819100 2,817 178,830 SH   SOLE   169,200 0 9,630
SPIRIT AIRLS INC COM 848577102 11,903 265,400 SH   SOLE   260,500 0 4,900
STERICYCLE INC COM 858912108 15,417 226,750 SH   SOLE   223,100 0 3,650
TAPESTRY INC COM 876030107 4,335 98,000 SH   SOLE   98,000 0 0
TEXAS INSTRS INC COM 882508104 6,005 57,500 SH   SOLE   57,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,367 23,000 SH   SOLE   23,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,561 41,000 SH   SOLE   41,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 8,871 260,000 SH   SOLE   260,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,864 66,000 SH   SOLE   66,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 7,463 58,500 SH   SOLE   58,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,071 23,000 SH   SOLE   23,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 8,501 75,000 SH   SOLE   75,000 0 0
US BANCORP DEL COM NEW 902973304 6,081 113,500 SH   SOLE   113,500 0 0
VIACOM INC NEW CL B 92553P201 8,902 288,935 SH   SOLE   288,935 0 0
VISA INC COM CL A 92826C839 7,639 67,000 SH   SOLE   67,000 0 0
WABASH NATL CORP COM 929566107 2,672 123,150 SH   SOLE   116,000 0 7,150
WALGREENS BOOTS ALLIANCE INC COM 931427108 10,457 144,000 SH   SOLE   144,000 0 0
WELLS FARGO CO NEW COM 949746101 3,762 62,000 SH   SOLE   62,000 0 0
WESCO INTL INC COM 95082P105 14,461 212,200 SH   SOLE   208,600 0 3,600
WESTERN DIGITAL CORP COM 958102105 11,930 150,000 SH   SOLE   150,000 0 0
WESTROCK CO COM 96145D105 9,043 143,058 SH   SOLE   140,799 0 2,259
WILLIS TOWERS WATSON PUB LTD SHS G96629103 5,425 36,000 SH   SOLE   36,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 13,520 130,250 SH   SOLE   127,900 0 2,350
ZIMMER HLDGS INC COM 98956P102 17,160 142,210 SH   SOLE   140,000 0 2,210