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
Accenture Plc Class A COM G1151C101 274 1,791 SH   SOLE   1,791 0 0
Advance Auto Parts, Inc. COM 00751Y106 26,850 269,332 SH   SOLE   261,417 0 7,915
Aegion Corporation COM 00770F104 4,332 170,333 SH   SOLE   153,083 0 17,250
Agrium Inc. COM 008916108 243 2,115 SH   SOLE   2,115 0 0
Air Transport Services Group, COM 00922R105 15,582 673,379 SH   SOLE   633,644 0 39,735
Aircastle Limited COM G0129K104 45,319 1,937,543 SH   SOLE   1,587,807 0 349,736
Alexander & Baldwin, Inc. COM 014491104 715 25,788 SH   SOLE   25,788 0 0
Alphabet Inc. Class C COM 02079K107 1,759 1,681 SH   SOLE   1,681 0 0
AMC Networks Inc. Class A COM 00164V103 13,522 250,030 SH   SOLE   232,400 0 17,630
American National Insurance Co COM 028591105 8,898 69,377 SH   SOLE   62,717 0 6,660
AmeriGas Partners, L.P. COM 030975106 38,841 840,172 SH   SOLE   665,865 0 174,307
Amgen Inc. COM 031162100 63,422 364,701 SH   SOLE   301,221 0 63,480
Anheuser-Busch InBev SA/NV Spo COM 03524A108 243 2,181 SH   SOLE   2,181 0 0
Armstrong Flooring, Inc. COM 04238R106 19,951 1,179,160 SH   SOLE   1,116,140 0 63,020
Armstrong World Industries, In COM 04247X102 41,734 689,255 SH   SOLE   647,323 0 41,932
Asbury Automotive Group, Inc. COM 043436104 35,898 560,900 SH   SOLE   527,214 0 33,686
ATN International, Inc. COM 00215F107 19,679 356,112 SH   SOLE   337,761 0 18,351
Axis Capital Holdings Limited COM G0692U109 54,711 1,088,567 SH   SOLE   950,823 0 137,744
Barrett Business Services, Inc COM 068463108 6,564 101,786 SH   SOLE   92,810 0 8,976
BB&T Corporation COM 054937107 107,576 2,163,627 SH   SOLE   1,784,625 0 379,002
Berkshire Hathaway Inc. Class COM 084670702 20,972 105,804 SH   SOLE   97,390 0 8,414
Biglari Holdings Inc. COM 08986R101 27,492 66,342 SH   SOLE   62,967 0 3,375
Blackhawk Network Holdings, In COM 09238E104 50,212 1,408,465 SH   SOLE   1,331,898 0 76,567
Blackstone Group L.P. COM 09253U108 1,098 34,283 SH   SOLE   34,283 0 0
BP p.l.c. Sponsored ADR COM 055622104 225 5,354 SH   SOLE   5,354 0 0
Brookfield Asset Management In COM 112585104 7,922 181,939 SH   SOLE   168,438 0 13,501
Canadian Pacific Railway Limit COM 13645T100 225 1,229 SH   SOLE   1,229 0 0
Cannae Holdings, Inc. COM 13765N107 54,050 3,173,834 SH   SOLE   3,006,156 0 167,678
Capital Southwest Corporation COM 140501107 14,356 867,460 SH   SOLE   815,958 0 51,502
Cars.com, Inc. COM 14575E105 51,167 1,774,177 SH   SOLE   1,668,097 0 106,080
Casey's General Stores, Inc. COM 147528103 918 8,197 SH   SOLE   8,197 0 0
Cedar Fair, L.P. COM 150185106 36,427 560,507 SH   SOLE   456,123 0 104,384
Check Point Software Technolog COM M22465104 227 2,190 SH   SOLE   2,190 0 0
Chevron Corporation COM 166764100 46,849 374,221 SH   SOLE   309,125 0 65,096
Cinemark Holdings, Inc. COM 17243V102 80,533 2,312,832 SH   SOLE   1,966,687 0 346,145
Cisco Systems, Inc. COM 17275R102 38,908 1,015,880 SH   SOLE   838,928 0 176,952
CNA Financial Corporation COM 126117100 27,396 516,427 SH   SOLE   418,672 0 97,755
Comcast Corporation Class A COM 20030N101 13,664 341,175 SH   SOLE   315,634 0 25,541
Compass Minerals International COM 20451N101 64,481 892,475 SH   SOLE   763,030 0 129,445
Computer Programs and Systems, COM 205306103 24,020 799,345 SH   SOLE   754,022 0 45,323
Conduent, Inc. COM 206787103 18,946 1,172,430 SH   SOLE   1,172,430 0 0
Corning Inc COM 219350105 100,885 3,153,641 SH   SOLE   2,597,267 0 556,374
Coty Inc. Class A COM 222070203 59,779 3,005,461 SH   SOLE   2,514,218 0 491,243
CSG Systems International, Inc COM 126349109 39,686 905,661 SH   SOLE   823,933 0 81,728
Cubic Corporation COM 229669106 23,591 400,194 SH   SOLE   378,749 0 21,445
CVS Health Corporation COM 126650100 42,975 592,757 SH   SOLE   500,989 0 91,768
DaVita Inc. COM 23918K108 9,843 136,236 SH   SOLE   124,948 0 11,288
Diageo plc Sponsored ADR COM 25243Q205 423 2,894 SH   SOLE   2,894 0 0
Discovery Communications, Inc. COM 25470F302 14,235 672,430 SH   SOLE   672,430 0 0
Dolby Laboratories, Inc. Class COM 25659T107 8,399 135,470 SH   SOLE   135,470 0 0
Dominion Energy Midstream Part COM 257454108 12,787 419,920 SH   SOLE   357,433 0 62,487
Emerson Electric Co. COM 291011104 68,029 976,173 SH   SOLE   810,822 0 165,351
Entercom Communications Corp. COM 293639100 10,347 958,060 SH   SOLE   898,110 0 59,950
ePlus inc. COM 294268107 10,547 140,254 SH   SOLE   130,474 0 9,780
Evolution Petroleum Corporatio COM 30049A107 3,340 487,568 SH   SOLE   444,171 0 43,397
Extended Stay America, Inc. COM 30224P200 70,624 3,717,030 SH   SOLE   3,316,442 0 400,588
Exxon Mobil Corporation COM 30231G102 68,108 814,297 SH   SOLE   672,175 0 142,122
Fastenal Company COM 311900104 94,821 1,733,785 SH   SOLE   1,430,185 0 303,600
FGL Holdings Class A COM G3402M102 15,214 1,510,790 SH   SOLE   1,419,460 0 91,330
First Citizens BancShares, Inc COM 31946M103 5,994 14,874 SH   SOLE   13,661 0 1,213
Forward Air Corporation COM 349853101 23,937 416,725 SH   SOLE   393,257 0 23,468
General Electric Company COM 369604103 38,253 2,192,136 SH   SOLE   1,834,891 0 357,245
GEO Group Inc COM 36162J106 45,490 1,927,563 SH   SOLE   1,686,172 0 241,391
Gildan Activewear Inc. COM 375916103 289 8,949 SH   SOLE   8,949 0 0
Gran Tierra Energy Inc. COM 38500T101 4,020 1,489,003 SH   SOLE   1,355,203 0 133,800
Hanesbrands Inc. COM 410345102 39,069 1,868,438 SH   SOLE   1,542,762 0 325,676
HollyFrontier Corporation COM 436106108 9,772 190,780 SH   SOLE   190,780 0 0
Honda Motor Co., Ltd. Sponsore COM 438128308 216 6,341 SH   SOLE   6,341 0 0
Hostess Brands, Inc. Class A COM 44109J106 38,266 2,583,816 SH   SOLE   2,448,447 0 135,369
Ingersoll-Rand Plc COM G47791101 270 3,023 SH   SOLE   3,023 0 0
Ingles Markets, Incorporated C COM 457030104 31,144 900,113 SH   SOLE   854,279 0 45,834
Intel Corporation COM 458140100 69,349 1,502,352 SH   SOLE   1,239,605 0 262,747
International Speedway Corpora COM 460335201 27,353 686,395 SH   SOLE   645,890 0 40,505
Interpublic Group of Companies COM 460690100 66,008 3,274,183 SH   SOLE   2,833,633 0 440,550
Iron Mountain, Inc. COM 46284V101 103,525 2,743,829 SH   SOLE   2,296,699 0 447,130
Ituran Location & Control Ltd. COM M6158M104 11,811 345,340 SH   SOLE   314,896 0 30,444
J. Alexander's Holdings, Inc. COM 46609J106 10,168 1,048,263 SH   SOLE   978,280 0 69,983
Johnson Controls International COM G51502105 61,821 1,622,169 SH   SOLE   1,337,675 0 284,494
Kansas City Southern COM 485170302 7,911 75,182 SH   SOLE   75,182 0 0
KAR Auction Services, Inc. COM 48238T109 62,711 1,241,553 SH   SOLE   1,022,413 0 219,140
Kelly Services, Inc. Class A COM 488152208 6,221 228,114 SH   SOLE   205,854 0 22,260
Kimberly-Clark Corporation COM 494368103 76,977 637,968 SH   SOLE   527,351 0 110,617
Leucadia National Corporation COM 527288104 8,037 303,379 SH   SOLE   303,379 0 0
Liberty Broadband Corp. Class COM 530307305 10,546 123,834 SH   SOLE   123,834 0 0
Liberty Expedia Holdings Inc C COM 53046P109 38,736 873,817 SH   SOLE   830,397 0 43,420
Liberty Interactive Corporatio COM 53071M856 50,378 928,790 SH   SOLE   904,526 0 24,264
Liberty Latin America Ltd. Cla COM G9001E102 5,393 267,632 SH   SOLE   267,632 0 0
Liberty Latin America Ltd. Cla COM G9001E128 20,730 1,042,242 SH   SOLE   1,001,557 0 40,685
Liberty Media Corp. Series C L COM 531229607 8,288 208,981 SH   SOLE   193,606 0 15,375
LyondellBasell Industries NV COM N53745100 45,244 410,116 SH   SOLE   340,630 0 69,486
Madison Square Garden Co. Clas COM 55825T103 5,122 24,294 SH   SOLE   24,294 0 0
Magellan Midstream Partners, L COM 559080106 40,835 575,621 SH   SOLE   455,356 0 120,265
Marathon Petroleum Corporation COM 56585A102 119,774 1,815,306 SH   SOLE   1,501,449 0 313,857
Marcus & Millichap, Inc. COM 566324109 9,936 304,691 SH   SOLE   287,435 0 17,256
Marcus Corporation COM 566330106 4,316 157,811 SH   SOLE   143,064 0 14,747
McKesson Corporation COM 58155Q103 2,054 13,174 SH   SOLE   13,174 0 0
Melco Resorts and Entertainmen COM 585464100 345 11,888 SH   SOLE   11,888 0 0
MetLife, Inc. COM 59156R108 51,497 1,018,528 SH   SOLE   841,025 0 177,503
Microsoft Corporation COM 594918104 51,371 600,552 SH   SOLE   492,773 0 107,779
Mitel Networks Corporation COM 60671Q104 56,173 6,825,374 SH   SOLE   6,453,921 0 371,453
Motorcar Parts of America, Inc COM 620071100 23,610 944,797 SH   SOLE   898,589 0 46,208
Motorola Solutions, Inc. COM 620076307 62,138 687,827 SH   SOLE   568,205 0 119,622
Murphy USA, Inc. COM 626755102 45,747 569,280 SH   SOLE   539,436 0 29,844
National CineMedia, Inc. COM 635309107 14,069 2,050,865 SH   SOLE   1,935,315 0 115,550
National Fuel Gas Company COM 636180101 92,779 1,689,649 SH   SOLE   1,432,728 0 256,921
NICE Ltd Sponsored ADR COM 653656108 235 2,558 SH   SOLE   2,558 0 0
Nielsen Holdings Plc COM G6518L108 63,495 1,744,373 SH   SOLE   1,451,525 0 292,848
Novartis AG Sponsored ADR COM 66987V109 255 3,033 SH   SOLE   3,033 0 0
Oaktree Capital Group, LLC Cla COM 674001201 10,792 256,332 SH   SOLE   256,332 0 0
Oaktree Specialty Lending Corp COM 67401P108 31,142 6,368,442 SH   SOLE   6,116,052 0 252,390
Occidental Petroleum Corporati COM 674599105 52,849 717,475 SH   SOLE   593,715 0 123,760
Omnicom Group Inc COM 681919106 58,774 806,998 SH   SOLE   666,524 0 140,474
ORIX Corporation Sponsored ADR COM 686330101 289 3,408 SH   SOLE   3,408 0 0
Orthofix International NV COM N6748L102 4,060 74,216 SH   SOLE   67,135 0 7,081
OSI Systems, Inc. COM 671044105 5,376 83,500 SH   SOLE   75,290 0 8,210
Papa John's International, Inc COM 698813102 574 10,223 SH   SOLE   10,223 0 0
PBF Energy, Inc. Class A COM 69318G106 20,987 592,025 SH   SOLE   555,735 0 36,290
PepsiCo, Inc. COM 713448108 43,375 361,698 SH   SOLE   298,290 0 63,408
PICO Holdings, Inc. COM 693366205 18,160 1,418,786 SH   SOLE   1,346,994 0 71,792
PNC Financial Services Group, COM 693475105 62,216 431,188 SH   SOLE   358,416 0 72,772
Polaris Industries Inc. COM 731068102 44,598 359,692 SH   SOLE   296,826 0 62,866
Praxair, Inc. COM 74005P104 117,637 760,519 SH   SOLE   627,012 0 133,507
Premier Inc. Class A COM 74051N102 41,166 1,410,267 SH   SOLE   1,369,799 0 40,468
Prudential plc Sponsored ADR COM 74435K204 299 5,894 SH   SOLE   5,894 0 0
QEP Resources, Inc. COM 74733V100 2,755 287,910 SH   SOLE   261,180 0 26,730
QUALCOMM Incorporated COM 747525103 56,064 875,732 SH   SOLE   723,431 0 152,301
Realogy Holdings Corp. COM 75605Y106 10,637 401,385 SH   SOLE   401,385 0 0
Resources Connection, Inc. COM 76122Q105 15,513 1,004,078 SH   SOLE   944,321 0 59,757
Rio Tinto plc Sponsored ADR COM 767204100 240 4,540 SH   SOLE   4,540 0 0
Royal Dutch Shell Plc Sponsore COM 780259107 226 3,313 SH   SOLE   3,313 0 0
Ryman Hospitality Properties, COM 78377T107 76,472 1,107,965 SH   SOLE   912,888 0 195,077
Sabra Health Care REIT, Inc. COM 78573L106 41,420 2,206,716 SH   SOLE   1,815,925 0 390,791
Sabre Corp. COM 78573M104 16,785 818,783 SH   SOLE   787,724 0 31,059
SAP SE Sponsored ADR COM 803054204 294 2,617 SH   SOLE   2,617 0 0
Sleep Number Corporation COM 83125X103 26,988 717,954 SH   SOLE   681,306 0 36,648
SodaStream International Ltd. COM M9068E105 4,761 67,682 SH   SOLE   60,901 0 6,781
SP Plus Corporation COM 78469C103 6,504 175,301 SH   SOLE   157,949 0 17,352
Spectra Energy Partners, LP COM 84756N109 39,825 1,007,215 SH   SOLE   812,431 0 194,784
Starbucks Corporation COM 855244109 880 15,321 SH   SOLE   15,321 0 0
Sumitomo Mitsui Financial Grou COM 86562M209 289 33,209 SH   SOLE   33,209 0 0
Sykes Enterprises, Incorporate COM 871237103 18,000 572,333 SH   SOLE   543,877 0 28,456
Target Corporation COM 87612E106 66,180 1,014,259 SH   SOLE   836,331 0 177,928
TE Connectivity Ltd. COM H84989104 56,391 593,344 SH   SOLE   489,918 0 103,426
TechTarget, Inc. COM 87874R100 3,966 284,891 SH   SOLE   256,681 0 28,210
Telefonica Brasil S.A. Sponsor COM 87936R106 185 12,472 SH   SOLE   12,472 0 0
Telephone and Data Systems, In COM 879433829 13,111 471,630 SH   SOLE   437,371 0 34,259
Thomson Reuters Corporation COM 884903105 52,067 1,194,466 SH   SOLE   984,135 0 210,331
TJX Companies Inc COM 872540109 1,020 13,336 SH   SOLE   13,336 0 0
TransMontaigne Partners L.P. COM 89376V100 17,978 455,722 SH   SOLE   363,502 0 92,220
U.S. Bancorp COM 902973304 111,939 2,089,185 SH   SOLE   1,733,713 0 355,472
UBS Group AG COM H42097107 276 15,005 SH   SOLE   15,005 0 0
UniFirst Corporation COM 904708104 59,796 362,619 SH   SOLE   343,833 0 18,786
Unilever PLC Sponsored ADR COM 904767704 62,919 1,136,949 SH   SOLE   939,508 0 197,441
Union Pacific Corporation COM 907818108 83,803 624,930 SH   SOLE   516,539 0 108,391
United Parcel Service, Inc. Cl COM 911312106 70,855 594,667 SH   SOLE   490,769 0 103,898
Valero Energy Corporation COM 91913Y100 40,390 439,452 SH   SOLE   365,379 0 74,073
Ventas, Inc. COM 92276F100 65,498 1,091,458 SH   SOLE   900,883 0 190,575
VeriFone Systems, Inc. COM 92342Y109 23,031 1,300,450 SH   SOLE   1,228,540 0 71,910
Verizon Communications Inc. COM 92343V104 71,551 1,351,809 SH   SOLE   1,116,828 0 234,981
Viad Corp COM 92552R406 5,239 94,575 SH   SOLE   84,649 0 9,926
Vodafone Group Plc Sponsored A COM 92857W308 263 8,237 SH   SOLE   8,237 0 0
Wal-Mart Inc. COM 931142103 83,671 847,300 SH   SOLE   740,538 0 106,762
Wells Fargo & Company COM 949746101 72,216 1,190,301 SH   SOLE   997,916 0 192,385
WesBanco, Inc. COM 950810101 26,312 647,286 SH   SOLE   527,070 0 120,216
Weyerhaeuser Company COM 962166104 51,874 1,471,199 SH   SOLE   1,221,620 0 249,579
White Mountains Insurance Grou COM G9618E107 73,247 86,043 SH   SOLE   81,299 0 4,744
World Fuel Services Corporatio COM 981475106 14,551 517,100 SH   SOLE   490,270 0 26,830