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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAR CORP COM 000361105   115,512,521 1,588,893 SH   SOLE   1,123,169 157,603 308,121
ACUITY BRANDS INC COM 00508Y102   67,035,333 277,648 SH   SOLE   149,958 4,122 123,568
ADVANCED ENERGY INDS COM 007973100   182,909,958 1,681,776 SH   SOLE   1,103,213 129,980 448,583
ADVANCED MICRO DEVICES INC COM 007903107   1,345,208 8,293 SH   SOLE   500 748 7,045
AFLAC INC COM 001055102   477,898 5,351 SH   SOLE   2,503 1,338 1,510
AGILENT TECHNOLOGIES INC COM 00846U101   60,971,859 470,353 SH   SOLE   254,178 81,874 134,301
AIR LEASE CORP CL A 00912X302   107,858,878 2,269,280 SH   SOLE   1,227,354 256,011 785,915
AKAMAI TECHNOLOGIES INC COM 00971T101   191,965,975 2,131,061 SH   SOLE   1,308,619 476,211 346,231
ALBANY INTL CORP CL A 012348108   218,960,862 2,592,787 SH   SOLE   1,737,986 338,324 516,477
ALBEMARLE CORP COM 012653101   114,502,690 1,198,730 SH   SOLE   772,800 297,084 128,846
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   54,303,322 464,250 SH   SOLE   210,264 72,519 181,467
ALPHABET INC CAP STK CL A 02079K305   496,541 2,726 SH   SOLE   2,726 0 0
ALPHABET INC CAP STK CL C 02079K107   422,233 2,302 SH   SOLE   2,302 0 0
AMAZON COM INC COM 023135106   874,070 4,523 SH   SOLE   4,523 0 0
AMBEV SA SPONSORED ADR 02319V103   1,801,546 878,803 SH   SOLE   876,255 2,548 0
AMERICAN TOWER CORP NEW COM 03027X100   2,342,085 12,049 SH   SOLE   7,172 767 4,110
AMERICOLD REALTY TRUST INC COM 03064D108   45,444,701 1,779,354 SH   SOLE   961,083 307,856 510,415
AMKOR TECHNOLOGY INC COM 031652100   96,978,665 2,423,255 SH   SOLE   1,696,479 232,149 494,627
ANSYS INC COM 03662Q105   195,159,824 607,029 SH   SOLE   393,104 129,618 84,307
APPLE INC COM 037833100   1,502,563 7,134 SH   SOLE   7,134 0 0
APPLIED MATLS INC COM 038222105   109,568,977 464,295 SH   SOLE   214,737 149,841 99,717
ARC DOCUMENT SOLUTIONS INC COM 00191G103   30,862 11,690 SH   SOLE   0 0 11,690
ARCHROCK INC COM 03957W106   271,329,066 13,418,846 SH   SOLE   9,452,879 2,511,079 1,454,888
ARROW ELECTRS INC COM 042735100   169,978,878 1,407,576 SH   SOLE   900,506 295,512 211,558
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   32,433,828 2,840,090 SH   SOLE   2,081,511 1,798 756,781
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,031,372 2,964 SH   SOLE   2,947 17 0
ATMOS ENERGY CORP COM 049560105   50,851,467 435,932 SH   SOLE   191,395 88,554 155,983
AUTODESK INC COM 052769106   8,708,013 35,191 SH   SOLE   9,958 0 25,233
AUTOMATIC DATA PROCESSING IN COM 053015103   2,227,694 9,333 SH   SOLE   7,806 710 817
AVNET INC COM 053807103   76,085,744 1,477,680 SH   SOLE   717,489 252,441 507,750
AXOS FINANCIAL INC COM 05465C100   205,740 3,600 SH   SOLE   0 0 3,600
BAIDU INC SPON ADR REP A 056752108   57,669,101 666,849 SH   SOLE   498,554 85 168,210
BANCO BRADESCO S A SP ADR PFD NEW 059460303   48,629,094 21,709,417 SH   SOLE   16,391,749 1,615 5,316,053
BANCOLOMBIA S A SPON ADR PREF 05968L102   83,423,329 2,555,079 SH   SOLE   1,957,840 257 596,982
BANK AMERICA CORP COM 060505104   1,469,462 36,949 SH   SOLE   32,613 2,775 1,561
BARCLAYS PLC ADR 06738E204   1,737,580 162,239 SH   SOLE   161,294 945 0
BATH & BODY WORKS INC COM 070830104   50,339,433 1,289,102 SH   SOLE   576,007 277,070 436,025
BECTON DICKINSON & CO COM 075887109   1,455,312 6,227 SH   SOLE   5,320 388 519
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   324,220 797 SH   SOLE   797 0 0
BHP GROUP LTD SPONSORED ADS 088606108   4,946,791 86,649 SH   SOLE   84,630 144 1,875
BIO RAD LABS INC CL A 090572207   165,719,871 606,788 SH   SOLE   407,780 126,029 72,979
BOEING CO COM 097023105   383,313 2,106 SH   SOLE   375 0 1,731
BORGWARNER INC COM 099724106   128,307,978 3,979,776 SH   SOLE   2,528,893 921,631 529,252
BOSTON PROPERTIES INC COM 101121101   162,348,187 2,637,235 SH   SOLE   1,639,874 657,069 340,292
BOX INC CL A 10316T104   210,486,831 7,960,924 SH   SOLE   5,626,236 1,367,141 967,547
BROADCOM INC COM 11135F101   333,950 208 SH   SOLE   208 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   71,467,463 362,779 SH   SOLE   174,467 102,432 85,880
CABOT CORP COM 127055101   309,062,642 3,363,398 SH   SOLE   2,282,157 472,915 608,326
CAE INC COM 124765108   82,596,721 4,445,464 SH   SOLE   3,121,105 0 1,324,359
CANADIAN NATL RY CO COM 136375102   97,488,815 824,679 SH   SOLE   601,498 71 223,110
CARNIVAL CORP UNIT 99/99/9999 143658300   83,246,755 4,446,942 SH   SOLE   3,440,868 409 1,005,665
CASELLA WASTE SYS INC CL A 147448104   166,725,121 1,680,358 SH   SOLE   1,187,296 165,723 327,339
CBRE GROUP INC CL A 12504L109   324,084,872 3,636,908 SH   SOLE   2,169,089 724,589 743,230
CENCORA INC COM 03073E105   63,691,184 282,695 SH   SOLE   152,663 49,407 80,625
CENTENE CORP DEL COM 15135B101   75,084,883 1,132,502 SH   SOLE   799,817 263,745 68,940
CF INDS HLDGS INC COM 125269100   162,584,295 2,193,528 SH   SOLE   1,495,564 569,530 128,434
CHAMPIONX CORPORATION COM 15872M104   38,667,499 1,164,333 SH   SOLE   627,882 202,332 334,119
CHARLES RIV LABS INTL INC COM 159864107   207,506,718 1,004,486 SH   SOLE   628,103 219,967 156,416
CHECK POINT SOFTWARE TECH LT ORD M22465104   112,521,585 681,949 SH   SOLE   494,191 82 187,676
CHEESECAKE FACTORY INC COM 163072101   111,244,959 2,831,381 SH   SOLE   1,983,299 275,222 572,860
CHUBB LIMITED COM H1467J104   449,706 1,763 SH   SOLE   1,113 417 233
CIRRUS LOGIC INC COM 172755100   173,380,152 1,358,140 SH   SOLE   959,062 302,715 96,363
COMCAST CORP NEW CL A 20030N101   397,709 10,156 SH   SOLE   5,792 2,788 1,576
CONMED CORP COM 207410101   195,385,768 2,818,606 SH   SOLE   1,938,430 383,666 496,510
CONNECTONE BANCORP INC COM 20786W107   3,871,562 204,953 SH   SOLE   167,916 34,367 2,670
CONSTELLATION ENERGY CORP COM 21037T109   373,304 1,864 SH   SOLE   165 1,089 610
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108   121,324,165 4,847,150 SH   SOLE   3,365,155 873,303 608,692
CORE LABORATORIES INC COM 21867A105   66,681,827 3,286,438 SH   SOLE   2,172,345 333,595 780,498
CORNING INC COM 219350105   1,963,479 50,540 SH   SOLE   42,228 4,707 3,605
COTERRA ENERGY INC COM 127097103   51,152,980 1,917,997 SH   SOLE   1,145,425 371,641 400,931
CRACKER BARREL OLD CTRY STOR COM 22410J106   78,110,001 1,852,704 SH   SOLE   1,335,635 279,939 237,130
CSX CORP COM 126408103   77,181,927 2,307,382 SH   SOLE   1,075,979 685,174 546,229
CTS CORP COM 126501105   87,870,086 1,735,534 SH   SOLE   1,211,229 171,253 353,052
CUMMINS INC COM 231021106   84,262,322 304,273 SH   SOLE   125,959 94,212 84,102
D R HORTON INC COM 23331A109   290,900,518 2,064,149 SH   SOLE   1,203,648 462,496 398,005
DARDEN RESTAURANTS INC COM 237194105   240,831,984 1,591,541 SH   SOLE   900,840 362,579 328,122
DARLING INGREDIENTS INC COM 237266101   140,725,489 3,829,265 SH   SOLE   2,585,194 288,157 955,914
DENNYS CORP COM 24869P104   9,824,519 1,383,735 SH   SOLE   1,009,871 148,455 225,409
DENTSPLY SIRONA INC COM 24906P109   30,147,701 1,210,265 SH   SOLE   657,064 203,905 349,296
DIAMONDBACK ENERGY INC COM 25278X109   60,986,682 304,644 SH   SOLE   282,411 7,826 14,407
DIGI INTL INC COM 253798102   41,878,893 1,826,380 SH   SOLE   1,068,578 70,081 687,721
DIODES INC COM 254543101   184,945,553 2,571,188 SH   SOLE   1,823,865 426,932 320,391
DISNEY WALT CO COM 254687106   6,737,522 67,857 SH   SOLE   16,709 1,321 49,827
DOLLAR TREE INC COM 256746108   218,238 2,044 SH   SOLE   2,044 0 0
DOVER CORP COM 260003108   71,533,628 396,418 SH   SOLE   213,943 67,958 114,517
DUKE ENERGY CORP NEW COM NEW 26441C204   1,019,640 10,173 SH   SOLE   8,577 921 675
EASTGROUP PPTYS INC COM 277276101   51,628,072 303,516 SH   SOLE   178,475 13,845 111,196
EASTMAN CHEM CO COM 277432100   219,454,074 2,240,013 SH   SOLE   1,368,312 485,555 386,146
ECOPETROL S A SPONSORED ADS 279158109   5,297,838 473,444 SH   SOLE   161,531 0 311,913
ELEVANCE HEALTH INC COM 036752103   3,749,671 6,920 SH   SOLE   4,030 568 2,322
ELI LILLY & CO COM 532457108   410,137 453 SH   SOLE   453 0 0
ENERSYS COM 29275Y102   120,978,441 1,168,648 SH   SOLE   830,744 124,348 213,556
ENTEGRIS INC COM 29362U104   251,675,698 1,858,757 SH   SOLE   1,100,262 202,117 556,378
ENTERPRISE FINL SVCS CORP COM 293712105   80,019,469 1,955,988 SH   SOLE   1,365,566 192,290 398,132
EOG RES INC COM 26875P101   202,902 1,612 SH   SOLE   315 832 465
EQUINOR ASA SPONSORED ADR 29446M102   107,552,990 3,765,861 SH   SOLE   2,800,886 422 964,553
ESSEX PPTY TR INC COM 297178105   15,445,445 56,743 SH   SOLE   12,049 40,840 3,854
EVEREST GROUP LTD COM G3223R108   86,689,289 227,519 SH   SOLE   176,752 48 50,719
EVERQUOTE INC COM CL A 30041R108   9,761,479 467,952 SH   SOLE   396,374 66,689 4,889
EXPRO GROUP HOLDINGS NV COM N3144W105   108,934,520 4,752,815 SH   SOLE   3,325,542 459,469 967,804
EXXON MOBIL CORP COM 30231G102   2,600,100 22,586 SH   SOLE   20,013 1,668 905
FACTSET RESH SYS INC COM 303075105   28,061,622 68,733 SH   SOLE   17,181 34,363 17,189
FB FINL CORP COM 30257X104   17,964,182 460,266 SH   SOLE   322,548 59,782 77,936
FIRST MERCHANTS CORP COM 320817109   89,683,460 2,694,006 SH   SOLE   1,872,324 256,933 564,749
FIRSTCASH HOLDINGS INC COM 33768G107   245,878,889 2,344,383 SH   SOLE   1,601,198 318,134 425,051
FLEX LTD ORD Y2573F102   119,917,281 4,066,371 SH   SOLE   1,801,744 700,817 1,563,810
FLOWSERVE CORP COM 34354P105   128,840,708 2,678,601 SH   SOLE   1,778,626 293,474 606,501
FORMFACTOR INC COM 346375108   344,609,093 5,693,195 SH   SOLE   3,990,501 830,151 872,543
FOUR CORNERS PPTY TR INC COM 35086T109   78,667,178 3,188,779 SH   SOLE   2,234,291 332,392 622,096
FRANKLIN ELEC INC COM 353514102   150,560,200 1,563,125 SH   SOLE   1,095,454 160,399 307,272
GATX CORP COM 361448103   412,709,598 3,118,084 SH   SOLE   1,978,897 550,565 588,622
GENERAL DYNAMICS CORP COM 369550108   65,613,711 226,145 SH   SOLE   121,995 39,561 64,589
GLOBAL PMTS INC COM 37940X102   55,075,001 569,545 SH   SOLE   275,811 157,018 136,716
GOLDMAN SACHS GROUP INC COM 38141G104   8,668,260 19,164 SH   SOLE   5,600 401 13,163
HACKETT GROUP INC COM 404609109   8,804,680 405,372 SH   SOLE   330,736 69,144 5,492
HDFC BANK LTD SPONSORED ADS 40415F101   77,835,698 1,209,944 SH   SOLE   949,586 156 260,202
HEARTLAND FINL USA INC COM 42234Q102   118,111,118 2,657,168 SH   SOLE   1,742,011 200,794 714,363
HELEN OF TROY LTD COM G4388N106   61,788,581 666,256 SH   SOLE   473,268 63,797 129,191
HELMERICH & PAYNE INC COM 423452101   125,391,669 3,469,609 SH   SOLE   2,349,159 380,131 740,319
HESS CORP COM 42809H107   16,007,543 108,511 SH   SOLE   22,629 78,387 7,495
HEXCEL CORP NEW COM 428291108   302,007,825 4,835,994 SH   SOLE   3,227,217 769,858 838,919
HOLOGIC INC COM 436440101   139,456,796 1,878,206 SH   SOLE   1,337,990 433,273 106,943
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   1,330,609 41,272 SH   SOLE   41,034 238 0
HORACE MANN EDUCATORS CORP N COM 440327104   46,519,023 1,426,089 SH   SOLE   1,016,604 151,787 257,698
HOULIHAN LOKEY INC CL A 441593100   441,507,096 3,273,818 SH   SOLE   2,210,590 541,480 521,748
HSBC HLDGS PLC SPON ADR NEW 404280406   1,796,463 41,298 SH   SOLE   41,063 235 0
HUMANA INC COM 444859102   19,029,247 50,928 SH   SOLE   11,448 26,660 12,820
HUNTINGTON INGALLS INDS INC COM 446413106   157,326,045 638,680 SH   SOLE   395,847 138,663 104,170
ICICI BANK LIMITED ADR 45104G104   119,305,725 4,141,122 SH   SOLE   3,278,622 740 861,760
ICON PLC SHS G4705A100   163,814,720 522,585 SH   SOLE   378,344 67 144,174
INFOSYS LTD SPONSORED ADR 456788108   2,753,190 147,862 SH   SOLE   147,862 0 0
ING GROEP N.V. SPONSORED ADR 456837103   405,807 23,676 SH   SOLE   23,676 0 0
INSPERITY INC COM 45778Q107   120,732,853 1,323,680 SH   SOLE   957,434 279,025 87,221
INTEGER HLDGS CORP COM 45826H109   139,911,257 1,208,319 SH   SOLE   845,936 115,688 246,695
INTEL CORP COM 458140100   1,392,968 44,978 SH   SOLE   36,855 4,605 3,518
INTERCONTINENTAL EXCHANGE IN COM 45866F104   105,892,629 773,560 SH   SOLE   346,784 249,483 177,293
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   1,351,392 12,755 SH   SOLE   12,755 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   552,402 3,194 SH   SOLE   1,341 685 1,168
INTUIT COM 461202103   17,528,448 26,671 SH   SOLE   8,415 0 18,256
ISHARES INC MSCI STH KOR ETF 464286772   1,912,512 28,938 SH   SOLE   28,938 0 0
ISHARES TR MSCI EAFE ETF 464287465   993,773 12,687 SH   SOLE   0 0 12,687
ISHARES TR MSCI EMG MKT ETF 464287234   3,847,794 90,345 SH   SOLE   83,556 0 6,789
ISHARES TR RUS 2000 VAL ETF 464287630   3,837,655 25,198 SH   SOLE   0 25,198 0
ISHARES TR RUS MDCP VAL ETF 464287473   22,659,517 187,672 SH   SOLE   0 187,672 0
ISHARES TR RUS MID CAP ETF 464287499   2,465,886 30,413 SH   SOLE   0 30,413 0
ISHARES TR RUSSELL 2000 ETF 464287655   2,521,923 12,430 SH   SOLE   0 12,430 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   8,234,966 1,410,097 SH   SOLE   1,392,874 1,524 15,699
JACK IN THE BOX INC COM 466367109   12,265,537 240,784 SH   SOLE   147,307 21,716 71,761
JPMORGAN CHASE & CO. COM 46625H100   9,719,806 48,056 SH   SOLE   17,049 1,002 30,005
KEYCORP COM 493267108   176,630,983 12,430,048 SH   SOLE   7,760,306 2,604,056 2,065,686
KEYSIGHT TECHNOLOGIES INC COM 49338L103   62,872,864 459,765 SH   SOLE   249,336 78,557 131,872
KIMBALL ELECTRONICS INC COM 49428J109   14,342,038 652,504 SH   SOLE   484,594 78,216 89,694
KIMBERLY-CLARK CORP COM 494368103   568,555 4,114 SH   SOLE   1,093 823 2,198
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   665,179 26,396 SH   SOLE   26,396 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   482,623 2,149 SH   SOLE   125 0 2,024
LABCORP HOLDINGS INC COM SHS 504922105   65,992,187 324,270 SH   SOLE   152,824 93,524 77,922
LITTELFUSE INC COM 537008104   113,649,115 444,654 SH   SOLE   310,330 45,748 88,576
LKQ CORP COM 501889208   41,864,868 1,006,609 SH   SOLE   452,694 185,717 368,198
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   171,515 62,826 SH   SOLE   62,826 0 0
LUMENTUM HLDGS INC COM 55024U109   85,919,709 1,687,347 SH   SOLE   887,062 147,856 652,429
LUXFER HLDGS PLC SHS G5698W116   6,472,424 558,449 SH   SOLE   468,882 83,185 6,382
MAGNA INTL INC COM 559222401   46,019,609 1,097,536 SH   SOLE   837,800 105 259,631
MASCO CORP COM 574599106   149,189,992 2,237,738 SH   SOLE   1,127,953 397,109 712,676
MEDIAALPHA INC CL A 58450V104   3,167,885 240,538 SH   SOLE   53,421 0 187,117
MERITAGE HOMES CORP COM 59001A102   116,306,543 718,607 SH   SOLE   500,038 73,044 145,525
META PLATFORMS INC CL A 30303M102   514,809 1,021 SH   SOLE   1,021 0 0
MGP INGREDIENTS INC NEW COM 55303J106   8,126,414 109,226 SH   SOLE   90,049 16,246 2,931
MICROSOFT CORP COM 594918104   1,602,316 3,585 SH   SOLE   3,585 0 0
MONOLITHIC PWR SYS INC COM 609839105   186,058,755 226,437 SH   SOLE   161,761 52,347 12,329
MOOG INC CL A 615394202   383,947,477 2,294,964 SH   SOLE   1,547,333 332,384 415,247
MORGAN STANLEY COM NEW 617446448   10,531,703 108,362 SH   SOLE   26,440 3,328 78,594
MURPHY OIL CORP COM 626717102   112,243,650 2,721,718 SH   SOLE   1,429,113 335,040 957,565
MYRIAD GENETICS INC COM 62855J104   99,601,560 4,072,018 SH   SOLE   2,826,509 950,390 295,119
NAPCO SEC TECHNOLOGIES INC COM 630402105   498,720 9,600 SH   SOLE   0 0 9,600
NEWPARK RES INC COM PAR $.01NEW 651718504   518,652 62,413 SH   SOLE   62,413 0 0
NEXTRACKER INC CLASS A COM 65290E101   38,509,482 821,448 SH   SOLE   376,910 173,387 271,151
NICE LTD SPONSORED ADR 653656108   23,570,552 137,062 SH   SOLE   136,999 63 0
NORFOLK SOUTHN CORP COM 655844108   8,746,900 40,742 SH   SOLE   10,729 639 29,374
NORTHERN TR CORP COM 665859104   7,750,430 92,289 SH   SOLE   18,723 66,950 6,616
NOV INC COM 62955J103   75,203,199 3,955,981 SH   SOLE   1,978,736 687,782 1,289,463
NOVARTIS AG SPONSORED ADR 66987V109   86,156,694 809,287 SH   SOLE   580,398 86 228,803
NVIDIA CORPORATION COM 67066G104   1,399,708 11,330 SH   SOLE   11,330 0 0
NXP SEMICONDUCTORS N V COM N6596X109   352,239 1,309 SH   SOLE   1,309 0 0
OCCIDENTAL PETE CORP COM 674599105   363,242 5,763 SH   SOLE   5,763 0 0
OCEANEERING INTL INC COM 675232102   150,600,963 6,365,214 SH   SOLE   3,135,225 440,845 2,789,144
ON SEMICONDUCTOR CORP COM 682189105   140,242,469 2,045,842 SH   SOLE   1,250,014 672,650 123,178
ONE GAS INC COM 68235P108   12,594,093 197,245 SH   SOLE   78,773 95,559 22,913
ONEOK INC NEW COM 682680103   22,502,744 275,938 SH   SOLE   40,809 142,146 92,983
OXFORD INDS INC COM 691497309   12,400,373 123,818 SH   SOLE   88,584 16,717 18,517
PACKAGING CORP AMER COM 695156109   48,424,771 265,254 SH   SOLE   143,415 46,294 75,545
PAPA JOHNS INTL INC COM 698813102   101,990,996 2,170,945 SH   SOLE   1,554,624 476,150 140,171
PARSONS CORP DEL COM 70202L102   177,413,002 2,168,598 SH   SOLE   1,484,827 200,597 483,174
PEBBLEBROOK HOTEL TR COM 70509V100   69,247,131 5,036,155 SH   SOLE   3,286,169 370,188 1,379,798
PENN ENTERTAINMENT INC COM 707569109   79,702,845 4,117,946 SH   SOLE   2,943,806 898,929 275,211
PERFORMANCE FOOD GROUP CO COM 71377A103   49,531,265 749,225 SH   SOLE   404,744 11,001 333,480
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   46,003,881 3,174,871 SH   SOLE   2,470,531 0 704,340
PINNACLE FINL PARTNERS INC COM 72346Q104   52,859,616 660,415 SH   SOLE   308,505 115,943 235,967
PLEXUS CORP COM 729132100   81,326,063 788,196 SH   SOLE   549,448 78,002 160,746
POPULAR INC COM NEW 733174700   62,536,104 707,182 SH   SOLE   319,181 145,518 242,483
PPG INDS INC COM 693506107   1,209,425 9,607 SH   SOLE   8,291 841 475
PROCTER AND GAMBLE CO COM 742718109   214,561 1,301 SH   SOLE   1,301 0 0
PROGRESSIVE CORP COM 743315103   143,689,832 691,781 SH   SOLE   290,928 213,965 186,888
PRUDENTIAL PLC ADR 74435K204   643,746 35,139 SH   SOLE   34,938 201 0
QIAGEN NV SHS NEW N72482149   156,441,306 3,807,284 SH   SOLE   2,510,901 808,308 488,075
RAYMOND JAMES FINL INC COM 754730109   309,688,662 2,505,369 SH   SOLE   1,500,835 533,537 470,997
REINSURANCE GRP OF AMERICA I COM NEW 759351604   539,476,039 2,628,129 SH   SOLE   1,657,372 478,190 492,567
RELX PLC SPONSORED ADR 759530108   3,214,353 70,060 SH   SOLE   69,687 373 0
RENAISSANCERE HLDGS LTD COM G7496G103   128,755,394 576,061 SH   SOLE   272,676 104,246 199,139
REPUBLIC SVCS INC COM 760759100   249,931,541 1,286,053 SH   SOLE   805,462 266,013 214,578
RESTAURANT BRANDS INTL INC COM 76131D103   6,951,152 98,780 SH   SOLE   34,680 135 63,965
RIO TINTO PLC SPONSORED ADR 767204100   89,161,688 1,352,369 SH   SOLE   976,424 121 375,824
ROGERS COMMUNICATIONS INC CL B 775109200   1,227,181 33,185 SH   SOLE   33,073 112 0
ROYAL CARIBBEAN GROUP COM V7780T103   33,602,105 210,764 SH   SOLE   51,811 144,402 14,551
RTX CORPORATION COM 75513E101   725,820 7,230 SH   SOLE   4,373 1,837 1,020
RYDER SYS INC COM 783549108   237,297,591 1,915,544 SH   SOLE   1,353,480 351,828 210,236
S & T BANCORP INC COM 783859101   9,602,497 287,586 SH   SOLE   236,408 47,420 3,758
SABRE CORP COM 78573M104   89,054,945 33,353,912 SH   SOLE   23,437,887 2,893,749 7,022,276
SANMINA CORPORATION COM 801056102   74,308,253 1,121,634 SH   SOLE   666,248 58,638 396,748
SAP SE SPON ADR 803054204   522,025 2,588 SH   SOLE   2,588 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   139,411,867 710,198 SH   SOLE   470,311 148,277 91,610
SCHLUMBERGER LTD COM STK 806857108   8,999,349 190,745 SH   SOLE   56,134 3,536 131,075
SCHNEIDER NATIONAL INC CL B 80689H102   52,334,087 2,166,146 SH   SOLE   1,034,373 382,728 749,045
SCOTTS MIRACLE-GRO CO CL A 810186106   205,306,784 3,155,653 SH   SOLE   1,913,361 462,692 779,600
SEALED AIR CORP NEW COM 81211K100   86,560,303 2,488,080 SH   SOLE   1,228,672 390,874 868,534
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   48,427,304 1,295,194 SH   SOLE   697,260 223,016 374,918
SHELL PLC SPON ADS 780259305   2,424,382 33,588 SH   SOLE   33,396 192 0
SKYWORKS SOLUTIONS INC COM 83088M102   67,586,961 634,143 SH   SOLE   324,840 101,770 207,533
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   2,127,388 85,851 SH   SOLE   85,621 230 0
SMITH A O CORP COM 831865209   167,387,140 2,046,798 SH   SOLE   1,453,296 475,776 117,726
SNAP ON INC COM 833034101   246,423,593 942,743 SH   SOLE   574,459 201,319 166,965
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   40,629,665 997,047 SH   SOLE   802,559 0 194,488
SONOCO PRODS CO COM 835495102   134,192,136 2,645,744 SH   SOLE   1,690,471 603,510 351,763
SONY GROUP CORP SPONSORED ADR 835699307   1,742,834 20,516 SH   SOLE   20,425 91 0
SOUTHERN CO COM 842587107   1,076,904 13,883 SH   SOLE   11,491 1,272 1,120
SOUTHSTATE CORPORATION COM 840441109   114,196,851 1,494,332 SH   SOLE   1,027,977 139,705 326,650
SPDR SER TR S&P OILGAS EXP 78468R556   5,832,474 40,094 SH   SOLE   0 0 40,094
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   134,644,330 4,096,268 SH   SOLE   2,705,446 870,564 520,258
SPX TECHNOLOGIES INC COM 78473E103   151,581,792 1,066,426 SH   SOLE   750,264 104,625 211,537
STAG INDL INC COM 85254J102   131,726,603 3,652,984 SH   SOLE   2,385,242 281,018 986,724
STEELCASE INC CL A 858155203   10,290,551 794,024 SH   SOLE   549,935 107,348 136,741
STERICYCLE INC COM 858912108   40,124,058 690,247 SH   SOLE   367,116 123,057 200,074
STIFEL FINL CORP COM 860630102   248,587,431 2,954,099 SH   SOLE   1,700,721 452,955 800,423
STMICROELECTRONICS N V NY REGISTRY 861012102   462,090 11,764 SH   SOLE   11,764 0 0
SYNOPSYS INC COM 871607107   193,800,926 325,683 SH   SOLE   139,566 75,582 110,535
SYSCO CORP COM 871829107   66,027,398 924,883 SH   SOLE   415,319 251,669 257,895
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   51,471,920 296,139 SH   SOLE   218,462 140 77,537
TARGET CORP COM 87612E106   327,020 2,209 SH   SOLE   235 0 1,974
TECHTARGET INC COM 87874R100   15,451,000 495,701 SH   SOLE   372,639 56,469 66,593
TELEDYNE TECHNOLOGIES INC COM 879360105   154,665,123 398,642 SH   SOLE   282,607 89,295 26,740
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   2,270,147 367,933 SH   SOLE   360,565 818 6,550
TESLA INC COM 88160R101   276,043 1,395 SH   SOLE   1,395 0 0
TIMKEN CO COM 887389104   105,956,861 1,322,312 SH   SOLE   859,576 96,941 365,795
TJX COS INC NEW COM 872540109   87,167,932 791,716 SH   SOLE   356,759 260,410 174,547
TRAVELERS COMPANIES INC COM 89417E109   256,209 1,260 SH   SOLE   120 733 407
TRINET GROUP INC COM 896288107   91,504,300 915,043 SH   SOLE   607,701 67,408 239,934
TRIUMPH FINANCIAL INC COM 89679E300   10,291,916 125,895 SH   SOLE   103,239 21,014 1,642
TRUSTMARK CORP COM 898402102   103,398,251 3,442,019 SH   SOLE   2,405,847 335,716 700,456
UFP TECHNOLOGIES INC COM 902673102   448,579 1,700 SH   SOLE   0 0 1,700
ULTA BEAUTY INC COM 90384S303   45,558,513 118,067 SH   SOLE   65,597 19,349 33,121
UNILEVER PLC SPON ADR NEW 904767704   2,103,477 38,252 SH   SOLE   38,036 216 0
UNION PAC CORP COM 907818108   9,345,443 41,304 SH   SOLE   12,577 676 28,051
UNITED BANKSHARES INC WEST V COM 909907107   137,993,175 4,253,797 SH   SOLE   2,733,557 281,471 1,238,769
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   92,941,195 3,650,479 SH   SOLE   2,557,581 348,994 743,904
UNITED FIRE GROUP INC COM 910340108   27,794,457 1,293,367 SH   SOLE   927,899 147,415 218,053
UNITEDHEALTH GROUP INC COM 91324P102   10,301,820 20,229 SH   SOLE   3,765 355 16,109
VALMONT INDS INC COM 920253101   91,878,450 334,773 SH   SOLE   225,619 90,639 18,515
VANECK ETF TRUST OIL SERVICES ETF 92189H607   1,883,168 5,956 SH   SOLE   0 0 5,956
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   15,189,918 89,993 SH   SOLE   0 89,993 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,230,278 4,599 SH   SOLE   0 4,599 0
VIAVI SOLUTIONS INC COM 925550105   6,139,410 893,655 SH   SOLE   744,705 137,109 11,841
VISA INC COM CL A 92826C839   203,152 774 SH   SOLE   774 0 0
VORNADO RLTY TR SH BEN INT 929042109   67,378,142 2,562,881 SH   SOLE   1,223,375 444,606 894,900
WEBSTER FINL CORP COM 947890109   134,523,579 3,086,111 SH   SOLE   1,974,264 702,800 409,047
WEC ENERGY GROUP INC COM 92939U106   153,371,882 1,954,778 SH   SOLE   1,216,929 472,433 265,416
WESBANCO INC COM 950810101   39,453,967 1,413,614 SH   SOLE   830,757 67,403 515,454
WOLVERINE WORLD WIDE INC COM 978097103   71,950,695 5,321,797 SH   SOLE   3,380,929 358,342 1,582,526
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   4,265,769 226,782 SH   SOLE   225,773 334 675
WOODWARD INC COM 980745103   240,711,362 1,380,384 SH   SOLE   911,346 297,302 171,736
WSFS FINL CORP COM 929328102   14,627,622 311,226 SH   SOLE   258,969 48,492 3,765
XP INC CL A G98239109   9,555,100 543,212 SH   SOLE   536,318 238 6,656
YUM CHINA HLDGS INC COM 98850P109   72,023,661 2,330,021 SH   SOLE   1,765,610 261 564,150
ZYNEX INC COM 98986M103   110,666 11,874 SH   SOLE   0 0 11,874