Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Chicago Bridge & Iron Co.,CBI,,Sell,167250109,317662000.0,6448688.0,5.949 Centene Corp.,CNC,,Sell,15135B101,307405000.0,4348635.0,5.757 AGCO Corp.,AGCO,,Sell,001084102,289984000.0,6086985.0,5.431 "Darling Ingredients, Inc.",DAR,,Sell,237266101,265711000.0,18965802.0,4.976 "Clean Harbors, Inc.",CLH,,Sell,184496107,243410000.0,4286905.0,4.559 "Thor Industries, Inc.",THO,,Sell,885160101,224284000.0,3548230.0,4.2 Broadridge Financial Solutions,BR,,Sell,11133T103,212984000.0,3871741.0,3.989 Western Union Co.,WU,,Sell,959802109,199279000.0,9576134.0,3.732 Newfield Exploration Co.,NFX,,Sell,651290108,192843000.0,5495672.0,3.612 "Hanesbrands, Inc.",HBI,,Buy,410345102,187689000.0,5600987.0,3.515 IDEX Corp.,IEX,,Sell,45167R104,173939000.0,2293799.0,3.258 ADT Corp.,ADT,,Sell,00101J106,172045000.0,4143666.0,3.222 Timken Co.,TKR,,Sell,887389104,169065000.0,4011981.0,3.166 OGE Energy Corp.,OGE,,Sell,670837103,165485000.0,5235223.0,3.099 "Iconix Brand Group, Inc.",ICON,,Sell,451055107,152266000.0,4522299.0,2.852 Flowserve Corp.,FLS,,Sell,34354P105,150886000.0,2671020.0,2.826 Brink's Co.,BCO,,Sell,109696104,141273000.0,5113037.0,2.646 "Diebold, Inc.",DBD,,Sell,253651103,134012000.0,3779240.0,2.51 "Trinity Industries, Inc.",TRN,,Sell,896522109,133358000.0,3755500.0,2.498 "Hill-Rom Holdings, Inc.",HRC,,Sell,431475102,126926000.0,2590329.0,2.377 "Fresh Market, Inc.",TFM,,Sell,35804H106,119344000.0,2936609.0,2.235 "Polaris Industries, Inc.",PII,,Sell,731068102,117450000.0,832388.0,2.2 MeadWestvaco Corp.,4107PS,,Sell,583334107,115419000.0,2314388.0,2.162 Murphy USA Inc.,MUSA,,Sell,626755102,112034000.0,1548071.0,2.098 Amsurg Corp,AMSG,,Sell,03232P405,94258000.0,1532149.0,1.765 Nordson Corp.,NDSN,,Sell,655663102,87393000.0,1115560.0,1.637 "Tidewater, Inc.",TDW,,Sell,886423102,82759000.0,4323894.0,1.55 Columbia Sportswear Co.,COLM,,Sell,198516106,82025000.0,1346881.0,1.536 Tenneco Inc,TEN,,New,880349105,76224000.0,1327475.0,1.428 Pentair plc,PNR,,Sell,G7S00T104,65588000.0,1042899.0,1.228 TimkenSteel Corp.,TMST,,Buy,887399103,64368000.0,2431723.0,1.205 "CARBO Ceramics, Inc.",CRRTQ,,Sell,140781105,63714000.0,2088287.0,1.193 "Sanderson Farms, Inc.",SAFM,,Sell,800013104,62567000.0,785519.0,1.172 "Intrepid Potash, Inc.",IPI,,Sell,46121Y102,61137000.0,5293208.0,1.145 "Koppers Holdings, Inc.",KOP,,Sell,50060P106,59466000.0,3021648.0,1.114 Walter Investment Management C,WAC,,Sell,93317W102,48543000.0,3005756.0,0.909 Middleby Corp.,MIDD,,Sell,596278101,37650000.0,366780.0,0.705 Aegion Corp.,AEGN,,Sell,00770F104,29170000.0,1616091.0,0.546 Russell 2000 Value Index Fund,IWN,,Exit,464287630,0.0,-5800.0,-0.006 Russell 2000 Index Fund,IWM,,Exit,464287655,0.0,-221510.0,-0.262 S&P Midcap 400 Dep Rec Spdrs,MDY,,Exit,78467Y107,0.0,-230074.0,-0.601