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 3,765 51,040 SH   SOLE   50,300 0 740
ALPHABET INC CAP STK CL C 02079K107 20,141 21,000 SH   SOLE   21,000 0 0
AMERICAN EXPRESS CO COM 025816109 5,970 66,000 SH   SOLE   66,000 0 0
AON PLC SHS CL A G0408V102 6,428 44,000 SH   SOLE   44,000 0 0
APPLE INC COM 037833100 17,416 113,000 SH   SOLE   113,000 0 0
AXALTA COATING SYS LTD COM G0750C108 7,171 247,959 SH   SOLE   244,699 0 3,260
BANK NEW YORK MELLON CORP COM 064058100 6,993 131,888 SH   SOLE   131,888 0 0
BAXTER INTL INC COM 071813109 3,389 54,000 SH   SOLE   54,000 0 0
BB&T CORP COM 054937107 5,210 111,000 SH   SOLE   111,000 0 0
BECTON DICKINSON & CO COM 075887109 5,212 26,600 SH   SOLE   26,600 0 0
BLUE BIRD CORP COM 095306106 2,060 100,010 SH   SOLE   94,700 0 5,310
BORGWARNER INC COM 099724106 4,098 80,000 SH   SOLE   80,000 0 0
CATERPILLAR INC DEL COM 149123101 6,173 49,500 SH   SOLE   49,500 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 1,016 27,321 SH   SOLE   25,821 0 1,500
CHARLES RIV LABS INTL INC COM 159864107 6,493 60,112 SH   SOLE   59,077 0 1,035
CHEVRON CORP NEW COM 166764100 1,998 17,000 SH   SOLE   17,000 0 0
CISCO SYS INC COM 17275R102 11,636 346,000 SH   SOLE   346,000 0 0
CITIZENS FINL GROUP INC COM 174610105 12,536 331,030 SH   SOLE   325,500 0 5,530
COACH INC COM 189754104 3,746 93,000 SH   SOLE   93,000 0 0
COMCAST CORP NEW CL A 20030N101 7,311 190,000 SH   SOLE   190,000 0 0
CONDUENT INC COM 206787103 9,783 624,300 SH   SOLE   615,100 0 9,200
CONVERGYS CORP COM 212485106 9,063 350,069 SH   SOLE   346,169 0 3,900
CORNING INC COM 219350105 3,312 110,700 SH   SOLE   110,700 0 0
COTY INC COM CL A 222070203 7,174 434,000 SH   SOLE   434,000 0 0
CVS CAREMARK CORPORATION COM 126650100 9,677 119,000 SH   SOLE   119,000 0 0
DANAHER CORP DEL COM 235851102 5,404 63,000 SH   SOLE   63,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 4,871 49,500 SH   SOLE   49,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,246 171,000 SH   SOLE   171,000 0 0
DINEEQUITY INC COM 254423106 3,649 84,900 SH   SOLE   81,000 0 3,900
DISCOVERY COMMUNICATIONS NEW COM SER C 25470F302 10,515 519,000 SH   SOLE   519,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 5,044 95,020 SH   SOLE   93,500 0 1,520
EBAY INC COM 278642103 7,807 203,000 SH   SOLE   203,000 0 0
EXXON MOBIL CORP COM 30231G102 3,935 48,000 SH   SOLE   48,000 0 0
FEDERAL SIGNAL CORP COM 313855108 2,269 106,620 SH   SOLE   101,743 0 4,877
FEDEX CORP COM 31428X106 6,091 27,000 SH   SOLE   27,000 0 0
FIFTH THIRD BANCORP COM 316773100 6,351 227,000 SH   SOLE   227,000 0 0
FRANKLIN RES INC COM 354613101 3,547 79,700 SH   SOLE   79,700 0 0
GENERAL MTRS CO COM 37045V100 6,865 170,000 SH   SOLE   170,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 7,548 227,000 SH   SOLE   227,000 0 0
GREENBRIER COS INC COM 393657101 10,237 212,600 SH   SOLE   208,750 0 3,850
HARLEY DAVIDSON INC COM 412822108 3,953 82,000 SH   SOLE   82,000 0 0
HELEN OF TROY CORP LTD COM G4388N106 2,039 21,040 SH   SOLE   20,000 0 1,040
HILL ROM HLDGS INC COM 431475102 6,570 88,780 SH   SOLE   87,000 0 1,780
HOLOGIC INC COM 436440101 4,392 119,700 SH   SOLE   119,700 0 0
HORMEL FOODS CORP COM 440452100 4,885 152,000 SH   SOLE   152,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,093 42,000 SH   SOLE   42,000 0 0
INTEL CORP COM 458140100 5,826 153,000 SH   SOLE   153,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,556 3,400 SH   SOLE   3,400 0 0
INVESCO LTD SHS G491BT108 10,827 309,000 SH   SOLE   309,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 6,097 175,000 SH   SOLE   172,100 0 2,900
JETBLUE AIRWAYS CORP COM 477143101 6,226 336,000 SH   SOLE   336,000 0 0
SMUCKER J M CO COM NEW 832696405 9,024 86,000 SH   SOLE   86,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 14,695 352,725 SH   SOLE   347,050 0 5,675
KIMBERLY CLARK CORP COM 494368103 3,530 30,000 SH   SOLE   30,000 0 0
LEGG MASON INC COM 524901105 13,476 342,820 SH   SOLE   337,500 0 5,320
LIFETIME BRANDS INC COM 53222Q103 2,640 144,263 SH   SOLE   138,500 0 5,763
LOWES COS INC COM 548661107 8,394 105,000 SH   SOLE   105,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 4,174 49,800 SH   SOLE   49,800 0 0
MASTERCARD INC CL A 57636Q104 5,311 37,615 SH   SOLE   37,615 0 0
MATTEL INC COM 577081102 8,346 539,160 SH   SOLE   532,400 0 6,760
MEDTRONIC PLC SHS G5960L103 8,632 111,000 SH   SOLE   111,000 0 0
MICROSOFT CORP COM 594918104 8,194 110,000 SH   SOLE   110,000 0 0
MILLER INDS INC TENN COM NEW 600551204 2,318 82,946 SH   SOLE   78,461 0 4,485
MOODYS CORP COM 615369105 6,306 45,300 SH   SOLE   45,300 0 0
NATUS MEDICAL INC DEL COM 639050103 3,233 86,200 SH   SOLE   82,255 0 3,945
NEWELL RUBBERMAID INC COM 651229106 5,931 139,000 SH   SOLE   139,000 0 0
NIKE INC CL B 654106103 3,422 66,000 SH   SOLE   66,000 0 0
OMNICOM GROUP INC COM 681919106 3,629 49,000 SH   SOLE   49,000 0 0
ORACLE CORP COM 68389X105 15,810 327,000 SH   SOLE   327,000 0 0
OWENS ILL INC COM NEW 690768403 11,397 453,000 SH   SOLE   444,850 0 8,150
PARK OHIO HLDGS CORP COM 700666100 1,251 27,428 SH   SOLE   26,252 0 1,176
PATTERSON COMPANIES INC COM 703395103 12,717 329,020 SH   SOLE   323,900 0 5,120
PEPSICO INC COM 713448108 4,234 38,000 SH   SOLE   38,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 2,993 59,750 SH   SOLE   57,000 0 2,750
PROCTOR & GAMBLE CO COM 742718109 5,186 57,000 SH   SOLE   57,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 12,564 191,150 SH   SOLE   188,000 0 3,150
PRUDENTIAL FINL INC COM 744320102 6,167 58,000 SH   SOLE   58,000 0 0
REGAL-BELOIT CORP COM 758750103 8,658 109,600 SH   SOLE   107,600 0 2,000
S&P GLOBAL INC COM 78409V104 5,315 34,000 SH   SOLE   34,000 0 0
SEAWORLD ENTMT INC COM 81282V100 12,964 998,000 SH   SOLE   983,100 0 14,900
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 6,303 131,125 SH   SOLE   129,000 0 2,125
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 6,059 129,650 SH   SOLE   126,950 0 2,700
SKECHERS U S A INC CL A 830566105 7,437 296,400 SH   SOLE   293,025 0 3,375
SNAP ON INC COM 833034101 8,196 55,000 SH   SOLE   55,000 0 0
SNYDERS-LANCE INC COM 833551104 1,367 35,850 SH   SOLE   34,000 0 1,850
SPIRIT AIRLS INC COM 848577102 13,556 405,750 SH   SOLE   399,000 0 6,750
STERICYCLE INC COM 858912108 13,518 188,750 SH   SOLE   186,000 0 2,750
SYKES ENTERPRISES INC COM 871237103 1,742 59,750 SH   SOLE   56,100 0 3,650
TEXAS INSTRS INC COM 882508104 5,871 65,500 SH   SOLE   65,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,352 23,000 SH   SOLE   23,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,023 41,000 SH   SOLE   41,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 7,299 283,000 SH   SOLE   283,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,926 66,000 SH   SOLE   66,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 6,907 59,500 SH   SOLE   59,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,288 27,000 SH   SOLE   27,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 6,213 56,000 SH   SOLE   56,000 0 0
US BANCORP DEL COM NEW 902973304 6,082 113,500 SH   SOLE   113,500 0 0
VIACOM INC NEW CL B 92553P201 7,155 257,000 SH   SOLE   257,000 0 0
VISA INC COM CL A 92826C839 7,893 75,000 SH   SOLE   75,000 0 0
VWR CORP COM 91843L103 12,073 364,648 SH   SOLE   364,648 0 0
WABASH NATL CORP COM 929566107 2,127 93,200 SH   SOLE   88,800 0 4,400
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,784 49,000 SH   SOLE   49,000 0 0
DISNEY WALT CO COM DISNEY 254687106 6,752 68,500 SH   SOLE   68,500 0 0
WESCO INTL INC COM 95082P105 16,185 277,846 SH   SOLE   273,446 0 4,400
WESTERN DIGITAL CORP COM 958102105 10,195 118,000 SH   SOLE   118,000 0 0
WESTROCK CO COM 96145D105 9,534 168,058 SH   SOLE   165,599 0 2,459
WILLIS TOWERS WATSON PUB LTD SHS G96629103 5,552 36,000 SH   SOLE   36,000 0 0
WINNEBAGO INDS INC COM 974637100 5,164 115,400 SH   SOLE   113,500 0 1,900
XPERI CORP COM 98421B100 4,293 169,700 SH   SOLE   162,000 0 7,700
ZEBRA TECHNOLOGIES CORP CL A 989207105 12,373 113,950 SH   SOLE   111,900 0 2,050
ZIMMER HLDGS INC COM 98956P102 15,538 132,700 SH   SOLE   130,600 0 2,100
ZOETIS INC CL A 98978V103 2,805 44,000 SH   SOLE   44,000 0 0