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
3M Company COM 88579Y101 202 1,152 SH   SOLE   1,152 0 0
A10 Networks, Inc. COM 002121101 188 13,950 SH   SOLE   13,950 0 0
Abbott Laboratories COM 002824100 372 3,145 SH   SOLE   3,145 0 0
AbbVie, Inc. COM 00287Y109 29,256 271,217 SH   SOLE   186,787 0 84,430
Acadia Healthcare Company, Inc. COM 00404A109 283 4,433 SH   SOLE   4,433 0 0
Accenture Plc Class A SHS CLASS A G1151C101 67,564 211,190 SH   SOLE   145,933 0 65,257
ACCO Brands Corporation COM 00081T108 87 10,140 SH   SOLE   10,140 0 0
Acuity Brands, Inc. COM 00508Y102 18,812 108,510 SH   SOLE   75,473 0 33,037
Adobe Inc. COM 00724F101 62,102 107,868 SH   SOLE   74,863 0 33,005
Adtalem Global Education Inc. COM 00737L103 49,568 1,310,983 SH   SOLE   932,486 0 378,497
AECOM COM 00766T100 6,288 99,576 SH   SOLE   80,208 0 19,368
AerCap Holdings NV SHS N00985106 22,942 396,845 SH   SOLE   267,814 0 129,031
AGCO Corporation COM 001084102 17,964 146,611 SH   SOLE   101,816 0 44,795
Alaska Air Group, Inc. COM 011659109 12,491 213,163 SH   SOLE   143,803 0 69,360
Alcoa Corporation COM 013872106 395 8,064 SH   SOLE   8,064 0 0
Alight Inc Class A COM 01626W101 16,331 1,422,580 SH   SOLE   960,321 0 462,259
Alleghany Corporation COM 017175100 244 391 SH   SOLE   391 0 0
Allegheny Technologies Incorporated COM 01741R102 5,240 315,107 SH   SOLE   244,717 0 70,390
Alliance Data Systems Corporation COM 018581108 460 4,561 SH   SOLE   4,561 0 0
Allison Transmission Holdings, Inc. COM 01973R101 17,316 490,264 SH   SOLE   340,490 0 149,774
Ally Financial Inc COM 02005N100 104,654 2,050,031 SH   SOLE   1,475,516 0 574,515
Alphabet Inc. Class C CAP STK CL C 02079K107 2,511 942 SH   SOLE   942 0 0
Altice USA, Inc. Class A CL A 02156K103 29,023 1,400,723 SH   SOLE   953,619 0 447,104
Amazon.com, Inc. COM 023135106 1,879 572 SH   SOLE   572 0 0
Amdocs Limited SHS G02602103 457 6,035 SH   SOLE   6,035 0 0
American Eagle Outfitters, Inc. COM 02553E106 27,464 1,064,481 SH   SOLE   737,612 0 326,869
American Express Company COM 025816109 217 1,295 SH   SOLE   1,295 0 0
American Financial Group, Inc. COM 025932104 21,653 172,085 SH   SOLE   116,361 0 55,724
American International Group, Inc. COM NEW 026874784 7,288 132,772 SH   SOLE   129,689 0 3,083
American Tower Corporation COM 03027X100 15,388 57,979 SH   SOLE   56,640 0 1,339
Ameriprise Financial, Inc. COM 03076C106 33,108 125,353 SH   SOLE   86,961 0 38,392
AmerisourceBergen Corporation COM 03073E105 30,445 254,873 SH   SOLE   176,891 0 77,982
Amgen Inc. COM 031162100 31,012 145,834 SH   SOLE   100,937 0 44,897
Amneal Pharmaceuticals, Inc. Class A COM 03168L105 123 23,050 SH   SOLE   23,050 0 0
Amphenol Corporation Class A CL A 032095101 69,010 942,375 SH   SOLE   652,283 0 290,092
Anthem, Inc. COM 036752103 29,126 78,127 SH   SOLE   53,929 0 24,198
APA Corp. COM 03743Q108 35,798 1,670,473 SH   SOLE   1,194,613 0 475,860
Apple Inc. COM 037833100 67,809 479,213 SH   SOLE   337,818 0 141,395
Applied Industrial Technologies, Inc. COM 03820C105 357 3,958 SH   SOLE   3,958 0 0
Applied Materials, Inc. COM 038222105 62,869 488,379 SH   SOLE   338,090 0 150,289
Aptiv PLC COM G6095L109 17,721 118,957 SH   SOLE   82,097 0 36,860
ArcBest Corporation COM 03937C105 394 4,815 SH   SOLE   4,815 0 0
Arch Capital Group Ltd. ORD G0450A105 39,586 1,036,821 SH   SOLE   784,999 0 251,822
Archer-Daniels-Midland Company COM 039483102 8,181 136,322 SH   SOLE   94,433 0 41,889
Argo Group International Holdings, Ltd. COM G0464B107 13,196 252,695 SH   SOLE   195,986 0 56,709
Arrow Electronics, Inc. COM 042735100 567 5,050 SH   SOLE   5,050 0 0
Assurant, Inc. COM 04621X108 29,468 186,801 SH   SOLE   125,702 0 61,099
AT&T Inc. COM 00206R102 295 10,912 SH   SOLE   10,912 0 0
Atkore Inc COM 047649108 456 5,247 SH   SOLE   5,247 0 0
Autoliv Inc. COM 052800109 17,323 202,092 SH   SOLE   139,714 0 62,378
AutoNation, Inc. COM 05329W102 30,164 247,735 SH   SOLE   170,468 0 77,267
AutoZone, Inc. COM 053332102 30,691 18,075 SH   SOLE   12,454 0 5,621
AvalonBay Communities, Inc. COM 053484101 21,428 96,680 SH   SOLE   65,219 0 31,461
Avis Budget Group, Inc. COM 053774105 238 2,047 SH   SOLE   2,047 0 0
Axalta Coating Systems Ltd. COM G0750C108 777 26,632 SH   SOLE   26,632 0 0
Axis Capital Holdings Limited SHS G0692U109 46,728 1,014,943 SH   SOLE   732,927 0 282,016
Baker Hughes Company Class A COM 05722G100 15,290 618,285 SH   SOLE   428,377 0 189,908
BancFirst Corporation COM 05945F103 4,040 67,197 SH   SOLE   52,164 0 15,033
BancorpSouth Bank COM 05971J102 23,441 787,147 SH   SOLE   614,665 0 172,482
Bank of America Corp COM 060505104 503 11,845 SH   SOLE   11,845 0 0
Bath & Body Works, Inc. COM 070830104 27,345 433,837 SH   SOLE   297,984 0 135,853
Beacon Roofing Supply, Inc. COM 073685109 10,875 227,704 SH   SOLE   177,959 0 49,745
Belden Inc. COM 077454106 8,538 146,545 SH   SOLE   115,025 0 31,520
Benchmark Electronics, Inc. COM 08160H101 240 8,981 SH   SOLE   8,981 0 0
Berkshire Hathaway Inc. Class B CL B NEW 084670702 16,150 59,170 SH   SOLE   57,821 0 1,349
Berry Global Group Inc COM 08579W103 7,559 124,165 SH   SOLE   85,532 0 38,633
Biogen Inc. COM 09062X103 29,928 105,756 SH   SOLE   73,247 0 32,509
Blackbaud, Inc. COM 09227Q100 266 3,778 SH   SOLE   3,778 0 0
BlackRock, Inc. COM 09247X101 229 273 SH   SOLE   273 0 0
Bloomin' Brands, Inc. COM 094235108 8,218 328,728 SH   SOLE   256,013 0 72,715
Blucora, Inc. COM 095229100 181 11,595 SH   SOLE   11,595 0 0
BorgWarner Inc. COM 099724106 18,004 416,671 SH   SOLE   288,544 0 128,127
Boyd Gaming Corporation COM 103304101 30,718 485,583 SH   SOLE   334,848 0 150,735
BP p.l.c. Sponsored ADR SPONSORED ADR 055622104 16,127 590,074 SH   SOLE   408,062 0 182,012
Bristol-Myers Squibb Company COM 110122108 30,247 511,184 SH   SOLE   355,719 0 155,465
Broadcom Inc. COM 11135F101 328 676 SH   SOLE   676 0 0
Brunswick Corporation COM 117043109 27,107 284,526 SH   SOLE   197,320 0 87,206
Cabot Corporation COM 127055101 5,914 117,987 SH   SOLE   92,814 0 25,173
CACI International Inc Class A CL A 127190304 413 1,574 SH   SOLE   1,574 0 0
Cadence Design Systems, Inc. COM 127387108 64,881 428,430 SH   SOLE   297,238 0 131,192
Campbell Soup Company COM 134429109 389 9,312 SH   SOLE   9,312 0 0
Capital Bancorp, Inc. COM 139737100 6,510 270,558 SH   SOLE   209,392 0 61,166
Capital One Financial Corporation COM 14040H105 32,338 199,657 SH   SOLE   139,024 0 60,633
Cardinal Health, Inc. COM 14149Y108 522 10,557 SH   SOLE   10,557 0 0
Carlisle Companies Incorporated COM 142339100 56,052 281,965 SH   SOLE   191,843 0 90,122
CarMax, Inc. COM 143130102 62,761 490,475 SH   SOLE   350,892 0 139,583
Catalyst Pharmaceuticals, Inc. COM 14888U101 125 23,580 SH   SOLE   23,580 0 0
Cathay General Bancorp COM 149150104 5,347 129,179 SH   SOLE   101,661 0 27,518
Cboe Global Markets Inc COM 12503M108 251 2,025 SH   SOLE   2,025 0 0
CDW Corp. COM 12514G108 68,737 377,637 SH   SOLE   263,407 0 114,230
Celanese Corporation COM SER A 150870103 8,136 54,011 SH   SOLE   37,383 0 16,628
ChampionX Corporation COM 15872M104 8,008 358,124 SH   SOLE   280,252 0 77,872
Charter Communications, Inc. Class A CL A 16119P108 213 293 SH   SOLE   293 0 0
Cheniere Energy, Inc. COM NEW 16411R208 24,347 249,278 SH   SOLE   168,227 0 81,051
Chevron Corporation COM 166764100 15,567 153,441 SH   SOLE   106,976 0 46,465
Cigna Corporation COM 125523100 42,443 212,046 SH   SOLE   164,438 0 47,608
Cisco Systems, Inc. COM 17275R102 390 7,171 SH   SOLE   7,171 0 0
Citigroup Inc. COM NEW 172967424 32,358 461,076 SH   SOLE   320,088 0 140,988
Citizens Financial Group, Inc. COM 174610105 33,500 713,067 SH   SOLE   493,861 0 219,206
Clean Harbors, Inc. COM 184496107 10,785 103,831 SH   SOLE   81,332 0 22,499
Clearwater Paper Corporation COM 18538R103 7,638 199,280 SH   SOLE   153,139 0 46,141
Colfax Corporation COM 194014106 36,299 790,829 SH   SOLE   666,822 0 124,007
Comcast Corporation Class A CL A 20030N101 494 8,827 SH   SOLE   8,827 0 0
Community Health Systems, Inc. COM 203668108 177 15,169 SH   SOLE   15,169 0 0
Conduent, Inc. COM 206787103 10,774 1,634,966 SH   SOLE   1,298,388 0 336,578
ConocoPhillips COM 20825C104 17,861 263,552 SH   SOLE   182,661 0 80,891
Corning Inc COM 219350105 58,986 1,616,502 SH   SOLE   1,120,764 0 495,738
Corporate Office Properties Trust SH BEN INT 22002T108 21,464 795,563 SH   SOLE   615,919 0 179,644
Crane Co. COM 224399105 18,895 199,293 SH   SOLE   138,666 0 60,627
Credit Acceptance Corporation COM 225310101 220 376 SH   SOLE   376 0 0
Crocs, Inc. COM 227046109 28,434 198,175 SH   SOLE   136,634 0 61,541
Crown Holdings, Inc. COM 228368106 7,945 78,836 SH   SOLE   54,540 0 24,296
CSG Systems International, Inc. COM 126349109 205 4,243 SH   SOLE   4,243 0 0
Cummins Inc. COM 231021106 17,651 78,602 SH   SOLE   54,439 0 24,163
Curtiss-Wright Corporation COM 231561101 9,166 72,643 SH   SOLE   56,389 0 16,254
CVS Health Corporation COM 126650100 227 2,675 SH   SOLE   2,675 0 0
D.R. Horton, Inc. COM 23331A109 25,615 305,044 SH   SOLE   209,882 0 95,162
Dana Incorporated COM 235825205 62,602 2,814,857 SH   SOLE   1,995,578 0 819,279
Danaher Corporation COM 235851102 356 1,169 SH   SOLE   1,169 0 0
Darden Restaurants, Inc. COM 237194105 28,695 189,445 SH   SOLE   131,607 0 57,838
DaVita Inc. COM 23918K108 29,385 252,756 SH   SOLE   176,774 0 75,982
Deckers Outdoor Corporation COM 243537107 22,789 63,269 SH   SOLE   43,774 0 19,495
Deere & Company COM 244199105 2,557 7,631 SH   SOLE   7,463 0 168
DENTSPLY SIRONA, Inc. COM 24906P109 27,826 479,339 SH   SOLE   331,675 0 147,664
Dick's Sporting Goods, Inc. COM 253393102 24,464 204,260 SH   SOLE   141,742 0 62,518
Discover Financial Services COM 254709108 31,972 260,255 SH   SOLE   180,817 0 79,438
DISH Network Corporation Class A CL A 25470M109 28,874 664,381 SH   SOLE   463,281 0 201,100
Dollar General Corporation COM 256677105 15,184 71,575 SH   SOLE   69,932 0 1,643
Dominion Energy Inc COM 25746U109 14,250 195,155 SH   SOLE   134,750 0 60,405
Donnelley Financial Solutions, Inc. COM 25787G100 14,310 413,358 SH   SOLE   322,746 0 90,612
Dover Corporation COM 260003108 72,906 468,846 SH   SOLE   338,117 0 130,729
Dow, Inc. COM 260557103 7,598 132,002 SH   SOLE   91,489 0 40,513
East West Bancorp, Inc. COM 27579R104 7,898 101,859 SH   SOLE   99,535 0 2,324
Eastman Chemical Company COM 277432100 30,401 301,775 SH   SOLE   206,468 0 95,307
Element Solutions Inc COM 28618M106 39,750 1,833,472 SH   SOLE   1,323,835 0 509,637
Eli Lilly and Company COM 532457108 367 1,590 SH   SOLE   1,590 0 0
EMCOR Group, Inc. COM 29084Q100 18,392 159,401 SH   SOLE   113,840 0 45,561
Emerson Electric Co. COM 291011104 18,355 194,854 SH   SOLE   135,966 0 58,888
Encompass Health Corporation COM 29261A100 43,251 576,378 SH   SOLE   405,288 0 171,090
EnerSys COM 29275Y102 15,988 214,783 SH   SOLE   167,523 0 47,260
Entergy Corporation COM 29364G103 42,807 431,049 SH   SOLE   289,061 0 141,988
Envista Holdings Corp. COM 29415F104 8,871 212,177 SH   SOLE   164,896 0 47,281
EPR Properties COM SH BEN INT 26884U109 5,195 105,199 SH   SOLE   82,417 0 22,782
EQT Corporation COM 26884L109 27,438 1,341,045 SH   SOLE   972,266 0 368,779
Equinix, Inc. COM PAR $0.001 29444U700 11,304 14,306 SH   SOLE   13,981 0 325
Equitable Holdings, Inc. COM 29452E101 31,247 1,054,214 SH   SOLE   734,883 0 319,331
Euronet Worldwide, Inc. COM 298736109 395 3,102 SH   SOLE   3,102 0 0
Evercore Inc Class A CLASS A 29977A105 25,577 191,347 SH   SOLE   137,682 0 53,665
Everest Re Group, Ltd. COM G3223R108 323 1,288 SH   SOLE   1,288 0 0
Evergy, Inc. COM 30034W106 54,245 872,106 SH   SOLE   596,812 0 275,294
Exelon Corporation COM 30161N101 15,148 313,356 SH   SOLE   219,282 0 94,074
F.N.B. Corporation COM 302520101 8,897 765,666 SH   SOLE   595,969 0 169,697
F5 Networks, Inc. COM 315616102 68,305 343,619 SH   SOLE   237,964 0 105,655
Facebook, Inc. Class A CL A 30303M102 1,372 4,043 SH   SOLE   4,043 0 0
Fair Isaac Corporation COM 303250104 61,248 153,916 SH   SOLE   106,751 0 47,165
FedEx Corporation COM 31428X106 7,528 34,330 SH   SOLE   33,211 0 1,119
Fidelity National Financial, Inc. - FNF Group FNF GROUP COM 31620R303 70,011 1,544,127 SH   SOLE   1,057,531 0 486,596
First American Financial Corporation COM 31847R102 248 3,697 SH   SOLE   3,697 0 0
First Foundation, Inc. COM 32026V104 4,955 188,422 SH   SOLE   146,730 0 41,692
First of Long Island Corporation COM 320734106 2,234 108,462 SH   SOLE   84,571 0 23,891
Flowers Foods, Inc. COM 343498101 209 8,864 SH   SOLE   8,864 0 0
Foot Locker, Inc. COM 344849104 218 4,778 SH   SOLE   4,778 0 0
Ford Motor Company COM PAR $0.01 345370860 30,012 2,119,507 SH   SOLE   1,456,897 0 662,610
Fortive Corp. COM 34959J108 26,837 380,282 SH   SOLE   278,940 0 101,342
Franklin Resources, Inc. COM 354613101 30,361 1,021,556 SH   SOLE   709,386 0 312,170
Garmin Ltd. SHS H2906T109 25,295 162,710 SH   SOLE   112,513 0 50,197
Gartner, Inc. COM 366651107 69,249 227,882 SH   SOLE   157,273 0 70,609
General Mills, Inc. COM 370334104 30,288 506,313 SH   SOLE   350,248 0 156,065
General Motors Company COM 37045V100 35,427 672,111 SH   SOLE   507,162 0 164,949
Gentex Corporation COM 371901109 19,150 580,650 SH   SOLE   400,677 0 179,973
German American Bancorp, Inc. COM 373865104 5,222 135,181 SH   SOLE   104,077 0 31,104
Gilead Sciences, Inc. COM 375558103 30,563 437,551 SH   SOLE   304,063 0 133,488
Goldman Sachs Group, Inc. COM 38141G104 29,639 78,403 SH   SOLE   54,532 0 23,871
Great Western Bancorp, Inc. COM 391416104 6,946 212,162 SH   SOLE   164,304 0 47,858
H&R Block, Inc. COM 093671105 222 8,891 SH   SOLE   8,891 0 0
H.B. Fuller Company COM 359694106 13,785 213,528 SH   SOLE   166,083 0 47,445
Halliburton Company COM 406216101 15,807 731,125 SH   SOLE   513,598 0 217,527
Hancock Whitney Corporation COM 410120109 8,242 174,915 SH   SOLE   136,042 0 38,873
Hanover Insurance Group, Inc. COM 410867105 15,654 120,771 SH   SOLE   93,797 0 26,974
Harley-Davidson, Inc. COM 412822108 25,475 695,861 SH   SOLE   484,096 0 211,765
HCA Healthcare Inc COM 40412C101 39,758 163,800 SH   SOLE   125,900 0 37,900
Helen of Troy Limited COM G4388N106 19,751 87,907 SH   SOLE   68,880 0 19,027
Helmerich & Payne, Inc. COM 423452101 13,969 509,635 SH   SOLE   352,747 0 156,888
Henry Schein, Inc. COM 806407102 30,377 398,857 SH   SOLE   277,356 0 121,501
Hewlett Packard Enterprise Co. COM 42824C109 1,004 70,484 SH   SOLE   70,484 0 0
Hillenbrand, Inc. COM 431571108 343 8,050 SH   SOLE   8,050 0 0
Home BancShares, Inc. COM 436893200 4,903 208,360 SH   SOLE   161,847 0 46,513
Home Depot, Inc. COM 437076102 215 656 SH   SOLE   656 0 0
Honeywell International Inc. COM 438516106 273 1,287 SH   SOLE   1,287 0 0
Humana Inc. COM 444859102 29,401 75,551 SH   SOLE   52,054 0 23,497
Huntsman Corporation COM 447011107 8,838 298,686 SH   SOLE   206,587 0 92,099
Ingredion Incorporated COM 457187102 8,262 92,819 SH   SOLE   63,571 0 29,248
Insight Enterprises, Inc. COM 45765U103 9,953 110,487 SH   SOLE   86,551 0 23,936
Installed Building Products, Inc. COM 45780R101 7,640 71,305 SH   SOLE   55,697 0 15,608
Intel Corporation COM 458140100 369 6,933 SH   SOLE   6,933 0 0
International Business Machines Corporation COM 459200101 223 1,607 SH   SOLE   1,607 0 0
International Paper Company COM 460146103 7,772 138,977 SH   SOLE   95,886 0 43,091
Intuit Inc. COM 461202103 67,755 125,586 SH   SOLE   86,453 0 39,133
Ironwood Pharmaceuticals, Inc. Class A COM CL A 46333X108 199 15,201 SH   SOLE   15,201 0 0
ITT, Inc. COM 45073V108 26,471 308,371 SH   SOLE   240,855 0 67,516
J.M. Smucker Company COM NEW 832696405 415 3,454 SH   SOLE   3,454 0 0
Jack Henry & Associates, Inc. COM 426281101 568 3,462 SH   SOLE   3,462 0 0
Jacobs Engineering Group Inc. COM 469814107 19,036 143,633 SH   SOLE   99,794 0 43,839
Jefferies Financial Group Inc. COM 47233W109 34,369 925,638 SH   SOLE   642,356 0 283,282
Johnson & Johnson COM 478160104 29,562 183,049 SH   SOLE   127,600 0 55,449
Johnson Controls International plc SHS G51502105 11,334 166,476 SH   SOLE   162,601 0 3,875
JPMorgan Chase & Co. COM 46625H100 772 4,719 SH   SOLE   4,719 0 0
KBR, Inc. COM 48242W106 8,785 222,970 SH   SOLE   173,755 0 49,215
KeyCorp COM 493267108 34,170 1,580,486 SH   SOLE   1,101,651 0 478,835
Keysight Technologies Inc COM 49338L103 67,109 408,477 SH   SOLE   283,072 0 125,405
KLA Corporation COM 482480100 67,611 202,119 SH   SOLE   140,517 0 61,602
Kraft Heinz Company COM 500754106 29,491 800,955 SH   SOLE   559,552 0 241,403
Kroger Co. COM 501044101 29,549 730,858 SH   SOLE   508,973 0 221,885
L3Harris Technologies Inc COM 502431109 41,612 188,939 SH   SOLE   134,789 0 54,150
Laboratory Corporation of America Holdings COM NEW 50540R409 29,752 105,712 SH   SOLE   73,610 0 32,102
Lakeland Financial Corporation COM 511656100 2,585 36,282 SH   SOLE   28,221 0 8,061
Lam Research Corporation COM 512807108 66,201 116,316 SH   SOLE   80,320 0 35,996
Lamar Advertising Company Class A CL A 512816109 25,915 228,431 SH   SOLE   154,213 0 74,218
Landstar System, Inc. COM 515098101 561 3,554 SH   SOLE   3,554 0 0
Lear Corporation COM NEW 521865204 17,571 112,292 SH   SOLE   78,151 0 34,141
Lennar Corporation Class A CL A 526057104 26,550 283,415 SH   SOLE   196,072 0 87,343
Liberty Broadband Corp. Class C COM SER C 530307305 42,054 243,508 SH   SOLE   187,869 0 55,639
Lincoln National Corporation COM 534187109 34,677 504,390 SH   SOLE   351,848 0 152,542
Lithia Motors, Inc. CL A 536797103 26,555 83,758 SH   SOLE   56,967 0 26,791
LivaNova Plc SHS G5509L101 9,575 120,918 SH   SOLE   95,082 0 25,836
LKQ Corporation COM 501889208 26,894 534,459 SH   SOLE   370,325 0 164,134
Lowe's Companies, Inc. COM 548661107 40,388 199,094 SH   SOLE   153,967 0 45,127
LPL Financial Holdings Inc. COM 50212V100 273 1,742 SH   SOLE   1,742 0 0
Lumen Technologies, Inc. COM 550241103 258 20,812 SH   SOLE   20,812 0 0
LyondellBasell Industries NV SHS - A - N53745100 7,776 82,860 SH   SOLE   57,322 0 25,538
Magnolia Oil & Gas Corp. Class A COM 559663109 12,209 686,311 SH   SOLE   539,609 0 146,702
ManTech International Corporation Class A CL A 564563104 234 3,085 SH   SOLE   3,085 0 0
Marathon Oil Corporation COM 565849106 16,702 1,221,774 SH   SOLE   847,906 0 373,868
Marcus Corporation COM 566330106 4,662 267,177 SH   SOLE   211,294 0 55,883
Markel Corporation COM 570535104 38,647 32,337 SH   SOLE   25,927 0 6,410
Marriott Vacations Worldwide Corporation COM 57164Y107 16,211 103,038 SH   SOLE   69,632 0 33,406
Masco Corporation COM 574599106 17,557 316,056 SH   SOLE   219,241 0 96,815
Mastercard Incorporated Class A CL A 57636Q104 503 1,447 SH   SOLE   1,447 0 0
McKesson Corporation COM 58155Q103 30,308 152,011 SH   SOLE   105,857 0 46,154
Medtronic Plc SHS G5960L103 319 2,541 SH   SOLE   2,541 0 0
Merck & Co., Inc. COM 58933Y105 354 4,709 SH   SOLE   4,709 0 0
Meritage Homes Corporation COM 59001A102 7,293 75,185 SH   SOLE   59,198 0 15,987
Mesa Air Group Inc COM 590479135 6,602 861,830 SH   SOLE   671,915 0 189,915
Methode Electronics, Inc. COM 591520200 13,578 322,913 SH   SOLE   251,222 0 71,691
MetLife, Inc. COM 59156R108 32,702 529,762 SH   SOLE   367,276 0 162,486
Metropolitan Bank Holding Corp. COM 591774104 8,365 99,225 SH   SOLE   76,534 0 22,691
MGIC Investment Corporation COM 552848103 198 13,246 SH   SOLE   13,246 0 0
MGM Growth Properties LLC Class A CL A COM 55303A105 36,259 946,715 SH   SOLE   637,748 0 308,967
Microsoft Corporation COM 594918104 69,567 246,763 SH   SOLE   173,884 0 72,879
Modine Manufacturing Company COM 607828100 9,274 818,508 SH   SOLE   635,911 0 182,597
ModivCare Inc. COM 60783X104 22,384 123,247 SH   SOLE   96,060 0 27,187
Mohawk Industries, Inc. COM 608190104 26,077 146,996 SH   SOLE   102,062 0 44,934
Molina Healthcare, Inc. COM 60855R100 517 1,907 SH   SOLE   1,907 0 0
Molson Coors Beverage Company Class B CL B 60871R209 30,659 661,045 SH   SOLE   455,161 0 205,884
Moog Inc. Class A CL A 615394202 9,080 119,110 SH   SOLE   93,312 0 25,798
Morgan Stanley COM NEW 617446448 253 2,600 SH   SOLE   2,600 0 0
MSA Safety, Inc. COM 553498106 9,152 62,817 SH   SOLE   49,086 0 13,731
NetApp, Inc. COM 64110D104 66,347 739,163 SH   SOLE   511,866 0 227,297
NETGEAR, Inc. COM 64111Q104 209 6,538 SH   SOLE   6,538 0 0
NetScout Systems, Inc. COM 64115T104 216 8,014 SH   SOLE   8,014 0 0
New York Community Bancorp, Inc. COM 649445103 34,452 2,676,894 SH   SOLE   1,854,655 0 822,239
New York Times Company Class A CL A 650111107 317 6,427 SH   SOLE   6,427 0 0
Nexstar Media Group, Inc. Class A CL A 65336K103 39,757 261,628 SH   SOLE   188,000 0 73,628
NextGen Healthcare, Inc. COM 65343C102 173 12,264 SH   SOLE   12,264 0 0
NexTier Oilfield Solutions, Inc. COM 65290C105 154 33,397 SH   SOLE   33,397 0 0
NiSource Inc COM 65473P105 14,466 597,008 SH   SOLE   412,664 0 184,344
NMI Holdings, Inc. Class A CL A 629209305 20,148 891,094 SH   SOLE   693,417 0 197,677
NorthWestern Corporation COM NEW 668074305 14,006 244,437 SH   SOLE   190,630 0 53,807
NOV Inc. COM 62955J103 14,233 1,085,653 SH   SOLE   751,966 0 333,687
NRG Energy, Inc. COM NEW 629377508 14,078 344,803 SH   SOLE   239,535 0 105,268
Nucor Corporation COM 670346105 7,279 73,906 SH   SOLE   51,389 0 22,517
NVIDIA Corporation COM 67066G104 66,505 321,034 SH   SOLE   224,515 0 96,519
Oceaneering International, Inc. COM 675232102 146 10,924 SH   SOLE   10,924 0 0
OceanFirst Financial Corp. COM 675234108 9,006 420,653 SH   SOLE   326,069 0 94,584
OGE Energy Corp. COM 670837103 14,123 428,479 SH   SOLE   296,597 0 131,882
O-I Glass Inc COM 67098H104 157 11,032 SH   SOLE   11,032 0 0
Old Republic International Corporation COM 680223104 241 10,418 SH   SOLE   10,418 0 0
Old Second Bancorp, Inc. COM 680277100 2,434 186,392 SH   SOLE   145,374 0 41,018
ON Semiconductor Corporation COM 682189105 69,419 1,516,689 SH   SOLE   1,050,807 0 465,882
OneMain Holdings, Inc. COM 68268W103 93,419 1,688,404 SH   SOLE   1,194,495 0 493,909
Open Text Corporation COM 683715106 441 9,044 SH   SOLE   9,044 0 0
Oracle Corporation COM 68389X105 268 3,075 SH   SOLE   3,075 0 0
Owens & Minor, Inc. COM 690732102 210 6,703 SH   SOLE   6,703 0 0
Owens Corning COM 690742101 7,632 89,259 SH   SOLE   63,200 0 26,059
Oxford Industries, Inc. COM 691497309 8,826 97,885 SH   SOLE   76,409 0 21,476
Packaging Corporation of America COM 695156109 8,314 60,490 SH   SOLE   43,075 0 17,415
Parker-Hannifin Corporation COM 701094104 17,481 62,517 SH   SOLE   43,214 0 19,303
Patterson-UTI Energy, Inc. COM 703481101 170 18,877 SH   SOLE   18,877 0 0
Paychex, Inc. COM 704326107 65,865 585,728 SH   SOLE   403,962 0 181,766
PDC Energy, Inc. COM 69327R101 5,707 120,424 SH   SOLE   94,718 0 25,706
PepsiCo, Inc. COM 713448108 394 2,617 SH   SOLE   2,617 0 0
Performance Food Group Company COM 71377A103 17,641 379,704 SH   SOLE   295,552 0 84,152
Pfizer Inc. COM 717081103 29,333 682,009 SH   SOLE   470,862 0 211,147
Philip Morris International Inc. COM 718172109 29,445 310,637 SH   SOLE   217,141 0 93,496
Photronics, Inc. COM 719405102 12,327 904,428 SH   SOLE   704,547 0 199,881
Pinnacle Financial Partners, Inc. COM 72346Q104 38,845 412,893 SH   SOLE   305,165 0 107,728
Pinnacle West Capital Corporation COM 723484101 14,579 201,473 SH   SOLE   139,668 0 61,805
Popular, Inc. COM NEW 733174700 202 2,604 SH   SOLE   2,604 0 0
Portland General Electric Company COM NEW 736508847 34,818 740,975 SH   SOLE   551,523 0 189,452
PPL Corporation COM 69351T106 13,942 500,070 SH   SOLE   347,125 0 152,945
Prestige Consumer Healthcare Inc COM 74112D101 10,883 193,963 SH   SOLE   152,234 0 41,729
Primis Financial Corp. COM 74167B109 1,662 114,964 SH   SOLE   89,836 0 25,128
Principal Financial Group, Inc. COM 74251V102 32,402 503,134 SH   SOLE   349,886 0 153,248
Procter & Gamble Company COM 742718109 598 4,275 SH   SOLE   4,275 0 0
PROG Holdings, Inc. COM 74319R101 62,358 1,484,362 SH   SOLE   1,052,883 0 431,479
ProPetro Holding Corp. COM 74347M108 137 15,802 SH   SOLE   15,802 0 0
Prosperity Bancshares, Inc. COM 743606105 24,225 340,574 SH   SOLE   264,498 0 76,076
Prudential Financial, Inc. COM 744320102 32,686 310,706 SH   SOLE   215,599 0 95,107
Public Service Enterprise Group Inc COM 744573106 14,547 238,874 SH   SOLE   165,069 0 73,805
PulteGroup, Inc. COM 745867101 479 10,433 SH   SOLE   10,433 0 0
QCR Holdings, Inc. COM 74727A104 10,349 201,180 SH   SOLE   156,777 0 44,403
Qualcomm Inc COM 747525103 260 2,016 SH   SOLE   2,016 0 0
Quanex Building Products Corporation COM 747619104 8,968 418,850 SH   SOLE   326,982 0 91,868
Quest Diagnostics Incorporated COM 74834L100 32,031 220,435 SH   SOLE   154,390 0 66,045
Qurate Retail, Inc. Class A COM 74915M100 34,961 3,430,903 SH   SOLE   2,315,866 0 1,115,037
RBB Bancorp COM 74930B105 4,570 181,286 SH   SOLE   140,402 0 40,884
Regal Rexnord Corporation COM 758750103 585 3,893 SH   SOLE   3,893 0 0
Regions Financial Corporation COM 7591EP100 33,888 1,590,253 SH   SOLE   1,103,501 0 486,752
Reliance Steel & Aluminum Co. COM 759509102 8,073 56,684 SH   SOLE   40,047 0 16,637
Republic Services, Inc. COM 760759100 67,018 558,207 SH   SOLE   407,145 0 151,062
Robert Half International Inc. COM 770323103 27,469 273,790 SH   SOLE   190,338 0 83,452
Royal Dutch Shell Plc Sponsored ADR Class A SPONS ADR A 780259206 15,148 339,866 SH   SOLE   234,192 0 105,674
S&T Bancorp, Inc. COM 783859101 2,365 80,239 SH   SOLE   63,492 0 16,747
Sabra Health Care REIT, Inc. COM 78573L106 8,698 590,908 SH   SOLE   451,357 0 139,551
salesforce.com, inc. COM 79466L302 426 1,571 SH   SOLE   1,571 0 0
Sandy Spring Bancorp, Inc. COM 800363103 5,075 110,758 SH   SOLE   86,420 0 24,338
Sanmina Corporation COM 801056102 304 7,891 SH   SOLE   7,891 0 0
Schlumberger NV COM 806857108 4,115 138,822 SH   SOLE   135,422 0 3,400
Science Applications International Corp. COM 808625107 18,598 217,363 SH   SOLE   169,919 0 47,444
Sealed Air Corporation COM 81211K100 40,470 738,642 SH   SOLE   498,853 0 239,789
Select Energy Services, Inc. Class A CL A COM 81617J301 117 22,455 SH   SOLE   22,455 0 0
Select Medical Holdings Corporation COM 81619Q105 271 7,500 SH   SOLE   7,500 0 0
Service Corporation International COM 817565104 321 5,335 SH   SOLE   5,335 0 0
ServiceNow, Inc. COM 81762P102 218 351 SH   SOLE   351 0 0
ServisFirst Bancshares Inc COM 81768T108 3,729 47,932 SH   SOLE   37,119 0 10,813
Signature Bank COM 82669G104 59,767 219,506 SH   SOLE   165,013 0 54,493
Skechers U.S.A., Inc. Class A CL A 830566105 25,958 616,283 SH   SOLE   426,087 0 190,196
Skyworks Solutions, Inc. COM 83088M102 61,479 373,096 SH   SOLE   258,135 0 114,961
Sleep Number Corporation COM 83125X103 242 2,592 SH   SOLE   2,592 0 0
SLM Corp COM 78442P106 16,296 925,889 SH   SOLE   625,514 0 300,375
Smith & Wesson Brands, Inc. COM 831754106 549 26,447 SH   SOLE   26,447 0 0
Snap-on Incorporated COM 833034101 17,309 82,840 SH   SOLE   57,252 0 25,588
Sonoco Products Company COM 835495102 7,769 130,397 SH   SOLE   91,702 0 38,695
Southern First Bancshares, Inc. COM 842873101 9,390 175,505 SH   SOLE   136,052 0 39,453
SP Plus Corporation COM 78469C103 7,413 241,694 SH   SOLE   191,139 0 50,555
SPX Corporation COM 784635104 21,195 396,542 SH   SOLE   310,510 0 86,032
STAG Industrial, Inc. COM 85254J102 59,949 1,527,362 SH   SOLE   1,127,358 0 400,004
Starbucks Corporation COM 855244109 285 2,581 SH   SOLE   2,581 0 0
Steel Dynamics, Inc. COM 858119100 7,945 135,856 SH   SOLE   94,446 0 41,410
Stock Yards Bancorp, Inc. COM 861025104 6,279 107,058 SH   SOLE   82,501 0 24,557
Synchrony Financial COM 87165B103 31,995 654,570 SH   SOLE   455,404 0 199,166
Sysco Corporation COM 871829107 11,714 149,218 SH   SOLE   145,828 0 3,390
Target Corporation COM 87612E106 266 1,163 SH   SOLE   1,163 0 0
TE Connectivity Ltd. REG SHS H84989104 65,780 479,375 SH   SOLE   332,642 0 146,733
Tempur Sealy International Inc COM 88023U101 28,958 623,959 SH   SOLE   433,480 0 190,479
Tenet Healthcare Corporation COM NEW 88033G407 27,625 415,788 SH   SOLE   289,205 0 126,583
Tesla Inc COM 88160R101 573 739 SH   SOLE   739 0 0
Texas Instruments Incorporated COM 882508104 81,529 424,166 SH   SOLE   314,939 0 109,227
Thermo Fisher Scientific Inc. COM 883556102 410 718 SH   SOLE   718 0 0
Thor Industries, Inc. COM 885160101 30,080 245,034 SH   SOLE   170,081 0 74,953
Timken Company COM 887389104 16,287 248,958 SH   SOLE   173,672 0 75,286
T-Mobile US, Inc. COM 872590104 13,969 109,334 SH   SOLE   75,499 0 33,835
Toll Brothers, Inc. COM 889478103 25,877 468,018 SH   SOLE   325,262 0 142,756
TotalEnergies SE Sponsored ADR SPONSORED ADR 89151E109 14,678 306,239 SH   SOLE   211,489 0 94,750
Tractor Supply Company COM 892356106 30,022 148,175 SH   SOLE   102,865 0 45,310
TransDigm Group Incorporated COM 893641100 20,205 32,350 SH   SOLE   21,757 0 10,593
Travel Leisure Co. COM 894164102 39,321 721,095 SH   SOLE   486,751 0 234,344
TreeHouse Foods, Inc. COM 89469A104 18,487 463,577 SH   SOLE   361,326 0 102,251
TriState Capital Holdings, Inc. COM 89678F100 9,170 433,558 SH   SOLE   338,132 0 95,426
Triton International Ltd. Class A CL A G9078F107 16,077 308,936 SH   SOLE   241,317 0 67,619
TTM Technologies, Inc. COM 87305R109 8,470 673,794 SH   SOLE   527,081 0 146,713
Tyson Foods, Inc. Class A CL A 902494103 32,075 406,315 SH   SOLE   282,018 0 124,297
UGI Corporation COM 902681105 38,103 894,006 SH   SOLE   611,962 0 282,044
Ulta Beauty Inc COM 90384S303 26,080 72,261 SH   SOLE   50,049 0 22,212
Unilever PLC Sponsored ADR SPON ADR NEW 904767704 28,484 525,336 SH   SOLE   362,341 0 162,995
Union Pacific Corporation COM 907818108 9,737 49,677 SH   SOLE   48,530 0 1,147
United Rentals, Inc. COM 911363109 20,815 59,313 SH   SOLE   41,496 0 17,817
United Therapeutics Corporation COM 91307C102 29,207 158,235 SH   SOLE   110,070 0 48,165
UnitedHealth Group Incorporated COM 91324P102 8,833 22,606 SH   SOLE   22,009 0 597
Universal Health Services, Inc. Class B CL B 913903100 71,834 519,142 SH   SOLE   353,294 0 165,848
Unum Group COM 91529Y106 226 9,027 SH   SOLE   9,027 0 0
Upland Software, Inc. COM 91544A109 13,060 390,542 SH   SOLE   305,371 0 85,171
US Foods Holding Corp. COM 912008109 43,195 1,246,248 SH   SOLE   841,041 0 405,207
Valvoline, Inc. COM 92047W101 8,190 262,666 SH   SOLE   181,516 0 81,150
Veritex Holdings, Inc. COM 923451108 8,556 217,373 SH   SOLE   169,285 0 48,088
Verizon Communications Inc. COM 92343V104 15,135 280,232 SH   SOLE   196,651 0 83,581
Visa Inc. Class A COM CL A 92826C839 614 2,756 SH   SOLE   2,756 0 0
Vista Outdoor Inc COM 928377100 214 5,305 SH   SOLE   5,305 0 0
Voya Financial, Inc. COM 929089100 30,937 503,949 SH   SOLE   349,400 0 154,549
Walmart Inc. COM 931142103 5,832 41,842 SH   SOLE   40,635 0 1,207
Waste Management, Inc. COM 94106L109 13,031 87,244 SH   SOLE   85,289 0 1,955
Wells Fargo & Company COM 949746101 308 6,646 SH   SOLE   6,646 0 0
Westlake Chemical Corporation COM 960413102 9,280 101,818 SH   SOLE   71,875 0 29,943
WestRock Company COM 96145D105 445 8,935 SH   SOLE   8,935 0 0
Whirlpool Corporation COM 963320106 26,629 130,624 SH   SOLE   91,526 0 39,098
Williams-Sonoma, Inc. COM 969904101 27,592 155,599 SH   SOLE   107,927 0 47,672
WSFS Financial Corporation COM 929328102 3,212 62,605 SH   SOLE   48,605 0 14,000
Zebra Technologies Corporation Class A CL A 989207105 63,902 123,980 SH   SOLE   85,745 0 38,235
Zimmer Biomet Holdings, Inc. COM 98956P102 47,781 326,464 SH   SOLE   241,568 0 84,896
Zions Bancorporation, N.A. COM 989701107 292 4,714 SH   SOLE   4,714 0 0
Zurn Water Solutions Corporation COM 76169B102 35,642 554,399 SH   SOLE   434,777 0 119,622