<TABLE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
Albany International Corp COM 012348108 5882 490132 SH SOLE 486270 3862
Constellation Brands Inc COM 21036P108 7926 145939 SH SOLE 144499 1440
GreenPoint Financial Corp COM 395384100 8811 297430 SH SOLE 294565 2865
Harman International Inds Inc COM 413086109 11575 296045 SH SOLE 293355 2690
Harsco Corp COM 415864107 4483 203191 SH SOLE 201351 1840
Helmerich & Payne Inc COM 423452101 4770 132038 SH SOLE 130578 1460
Houghton Mifflin Co COM 441560109 5352 136354 SH SOLE 135074 1280
Jack in the Box Inc COM 466367109 8019 374080 SH SOLE 370780 3300
Oceaneering Intl Inc COM 675232102 5832 350769 SH SOLE 348669 2100
Oregon Steel Mills COM 686079104 1582 843732 SH SOLE 838602 5130
Outback Steakhouse COM 689899102 5144 189644 SH SOLE 188174 1470
Pall Corp COM 696429307 5340 267851 SH SOLE 264731 3120
Precision Castparts Corp COM 740189105 7981 207980 SH SOLE 206180 1800
Pride International Inc COM 741932107 8665 326980 SH SOLE 324420 2560
ShopKo Stores Inc COM 824911101 5479 528140 SH SOLE 524740 3400
Silicon Valley Group Inc COM 827066101 7716 293249 SH SOLE 291089 2160
Snap-on Inc COM 833034101 7206 305824 SH SOLE 303144 2680
Steinway Musical Instruments COM 858495104 2971 170400 SH SOLE 170400
Stewart Ent Cl A COM 860370105 2810 1450455 SH SOLE 1438895 11560
Supervalu Inc COM 868536103 3582 237780 SH SOLE 234820 2960
Teleflex Inc COM 879369106 6835 198844 SH SOLE 196964 1880
Toro Company COM 891092108 4999 158694 SH SOLE 157749 945
Varian Medical Systems Inc COM 92220P105 8924 197481 SH SOLE 195811 1670
Varian Semiconductor Equipment COM 922207105 2111 56400 SH SOLE 56400
Vishay Intertechnology Inc COM 928298108 10383 337657 SH SOLE 333924 3733
</TABLE>
