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
3M Co COM 88579Y101   11,475,846 122,579 SH   SOLE   84,359 0 38,220
A10 Networks Inc COM 002121101   833,759 55,473 SH   SOLE   13,131 0 42,342
Abbott Laboratories COM 002824100   330,549 3,413 SH   SOLE   3,413 0 0
AbbVie Inc COM 00287Y109   31,916,727 214,120 SH   SOLE   147,772 0 66,348
ABM Industries Inc COM 000957100   3,705,566 92,616 SH   SOLE   92,616 0 0
Accenture plc COM G1151C101   5,285,056 17,209 SH   SOLE   17,209 0 0
Acco Brands Corp COM 00081T108   437,049 76,141 SH   SOLE   18,095 0 58,046
ACI Worldwide Inc COM 004498101   2,132,822 94,540 SH   SOLE   94,540 0 0
Activision Blizzard Inc COM 00507V109   202,896 2,167 SH   SOLE   2,167 0 0
Acuity Brands Inc COM 00508Y102   13,038,252 76,556 SH   SOLE   52,765 0 23,791
Adobe Inc COM 00724F101   415,059 814 SH   SOLE   814 0 0
Adtalem Global Education Inc COM 00737L103   10,896,626 254,297 SH   SOLE   243,513 0 10,784
Advansix Inc COM 00773T101   404,941 13,029 SH   SOLE   3,004 0 10,025
AECOM COM 00766T100   3,261,147 39,272 SH   SOLE   9,930 0 29,342
AerCap Holdings NV COM N00985106   2,924,496 46,665 SH   SOLE   46,665 0 0
Affiliated Managers Group COM 008252108   782,170 6,001 SH   SOLE   1,602 0 4,399
AGCO Corp COM 001084102   11,673,171 98,691 SH   SOLE   68,700 0 29,991
Air Lease Corp Cl A COM 00912X302   4,432,994 112,484 SH   SOLE   112,484 0 0
Alaska Air Group Inc COM 011659109   2,839,920 76,589 SH   SOLE   76,589 0 0
Alight Inc Cl A COM 01626W101   4,772,031 673,065 SH   SOLE   673,065 0 0
Allete Inc COM 018522300   905,098 17,142 SH   SOLE   4,074 0 13,068
Alliant Energy Corp COM 018802108   5,688,854 117,417 SH   SOLE   117,417 0 0
Allison Transmission Holdings COM 01973R101   18,188,295 307,963 SH   SOLE   238,946 0 69,017
Ally Financial Inc COM 02005N100   45,217,584 1,694,812 SH   SOLE   1,307,672 0 387,140
Alpha & Omega Semiconductor Lt COM G6331P104   1,046,190 35,060 SH   SOLE   8,344 0 26,716
Alpha Metallurgical Resource I COM 020764106   1,018,661 3,922 SH   SOLE   891 0 3,031
Alphabet Inc Cap Stock Cl A COM 02079K305   9,186,241 70,199 SH   SOLE   70,199 0 0
Amazon.com Inc COM 023135106   1,857,605 14,613 SH   SOLE   14,613 0 0
Amcor PLC COM G0250X107   5,567,622 607,819 SH   SOLE   417,045 0 190,774
Amdocs Ltd COM G02602103   70,969,488 839,975 SH   SOLE   573,598 0 266,377
American Tower Corp COM 03027X100   12,381,276 75,289 SH   SOLE   75,289 0 0
Ameriprise Financial Inc COM 03076C106   34,636,840 105,062 SH   SOLE   72,480 0 32,582
Amgen Inc COM 031162100   32,697,879 121,662 SH   SOLE   83,605 0 38,057
Amicus Therapeutics Inc COM 03152W109   2,734,602 224,885 SH   SOLE   224,885 0 0
AMN Healthcare Services Inc COM 001744101   7,431,188 87,241 SH   SOLE   72,110 0 15,131
Andersons Inc COM 034164103   568,567 11,038 SH   SOLE   2,623 0 8,415
ANI Pharmaceuticals Inc COM 00182C103   3,691,048 63,573 SH   SOLE   63,573 0 0
APA Corporation COM 03743Q108   13,626,828 331,553 SH   SOLE   331,553 0 0
Apogee Enterprises Inc COM 037598109   384,079 8,158 SH   SOLE   2,009 0 6,149
Apple Inc COM 037833100   71,969,322 420,357 SH   SOLE   295,354 0 125,003
Applied Industrial Technologie COM 03820C105   2,052,139 13,273 SH   SOLE   3,169 0 10,104
Applied Materials Inc COM 038222105   67,992,241 491,096 SH   SOLE   340,801 0 150,295
ArcBest Corp COM 03937C105   1,672,651 16,455 SH   SOLE   3,908 0 12,547
Arch Capital Group Ltd COM G0450A105   12,722,433 159,609 SH   SOLE   159,609 0 0
Arch Resources Inc COM 03940R107   5,861,318 34,345 SH   SOLE   34,345 0 0
Archer-Daniels-Midland Co COM 039483102   5,565,393 73,792 SH   SOLE   51,578 0 22,214
Ardmore Shipping Corp COM Y0207T100   951,512 73,137 SH   SOLE   17,616 0 55,521
Arista Networks Inc COM 040413106   70,883,495 385,383 SH   SOLE   265,947 0 119,436
Assurant Inc COM 04621X108   6,791,047 47,298 SH   SOLE   47,298 0 0
AT&T Inc COM 00206R102   168,810 11,239 SH   SOLE   11,239 0 0
Ati Inc Com COM 01741R102   3,248,875 78,952 SH   SOLE   78,952 0 0
Atkore Intl Group Inc COM 047649108   15,871,131 106,382 SH   SOLE   80,180 0 26,202
Autoliv Inc COM 052800109   12,622,382 130,829 SH   SOLE   90,057 0 40,772
AutoNation Inc COM 05329W102   35,320,257 233,291 SH   SOLE   156,254 0 77,037
AutoZone Inc COM 053332102   34,198,425 13,464 SH   SOLE   9,339 0 4,125
AvalonBay Communities Inc COM 053484101   3,198,658 18,625 SH   SOLE   18,625 0 0
Avantor Inc COM 05352A100   4,552,816 215,978 SH   SOLE   215,978 0 0
Avient Corporation COM 05368V106   4,001,226 113,285 SH   SOLE   113,285 0 0
Axalta Coating Systems Ltd COM G0750C108   2,452,016 91,153 SH   SOLE   22,337 0 68,816
Axis Capital Holdings Ltd COM G0692U109   18,859,542 334,567 SH   SOLE   320,755 0 13,812
Baker Hughes Company COM 05722G100   16,137,284 456,888 SH   SOLE   313,911 0 142,977
Bank of America Corp COM 060505104   311,694 11,384 SH   SOLE   11,384 0 0
Bank of NT Butterfield & Son L COM G0772R208   461,904 17,057 SH   SOLE   4,112 0 12,945
Bank Ozk COM 06417N103   34,421,979 928,567 SH   SOLE   638,988 0 289,579
Beacon Roofing Supply Inc COM 073685109   5,764,522 74,699 SH   SOLE   74,699 0 0
Beazer Homes USA Inc COM 07556Q881   474,710 19,057 SH   SOLE   4,564 0 14,493
Belden Inc COM 077454106   4,188,146 43,378 SH   SOLE   43,378 0 0
Berkshire Hathaway Inc COM 084670702   13,959,455 39,850 SH   SOLE   39,850 0 0
Berry Global Group Inc COM 08579W103   5,572,705 90,013 SH   SOLE   61,864 0 28,149
Berry Pete Corp COM 08579X101   462,144 56,359 SH   SOLE   13,404 0 42,955
Biogen Inc COM 09062X103   30,379,610 118,204 SH   SOLE   81,495 0 36,709
Bloomin' Brands Inc COM 094235108   6,074,935 247,049 SH   SOLE   224,958 0 22,091
Boise Cascade Co COM 09739D100   680,373 6,603 SH   SOLE   1,646 0 4,957
Booking Holdings Inc COM 09857L108   222,044 72 SH   SOLE   72 0 0
Booz Allen Hamilton Holding Co COM 099502106   70,360,374 643,913 SH   SOLE   444,701 0 199,212
BorgWarner Inc COM 099724106   12,473,119 308,970 SH   SOLE   212,113 0 96,857
Box Inc Cl A COM 10316T104   1,247,202 51,516 SH   SOLE   12,261 0 39,255
Boyd Gaming Corp COM 103304101   33,305,520 547,518 SH   SOLE   382,078 0 165,440
BP p.l.c. COM 055622104   16,854,003 435,279 SH   SOLE   299,900 0 135,379
Bristol-Myers Squibb Co COM 110122108   258,684 4,457 SH   SOLE   4,457 0 0
Bristow Group Inc COM 11040G103   916,708 32,542 SH   SOLE   7,482 0 25,060
Broadcom Inc COM 11135F101   593,865 715 SH   SOLE   715 0 0
Brown & Brown Inc COM 115236101   4,956,615 70,971 SH   SOLE   70,971 0 0
Builders FirstSource Inc COM 12008R107   6,915,046 55,547 SH   SOLE   31,785 0 23,762
Byline Bancorp Inc COM 124411109   387,952 19,683 SH   SOLE   4,685 0 14,998
Cabot Corp COM 127055101   3,496,195 50,472 SH   SOLE   50,472 0 0
CACI International Inc COM 127190304   1,696,792 5,405 SH   SOLE   1,337 0 4,068
Cadence Bank Com COM 12740C103   8,001,298 377,064 SH   SOLE   377,064 0 0
Cadence Design Systems Inc COM 127387108   73,463,828 313,546 SH   SOLE   215,294 0 98,252
Cal-Maine Foods Inc COM 128030202   5,099,498 105,318 SH   SOLE   93,075 0 12,243
California Resources Corp Stoc COM 13057Q305   944,665 16,866 SH   SOLE   4,014 0 12,852
Campbell Soup Co COM 134429109   1,605,160 39,074 SH   SOLE   9,752 0 29,322
Cannae Holdings Inc COM 13765N107   6,988,677 374,929 SH   SOLE   374,929 0 0
Capital Bancorp Inc MD Com COM 139737100   1,572,123 82,181 SH   SOLE   82,181 0 0
Cardinal Health Inc COM 14149Y108   29,847,935 343,791 SH   SOLE   235,301 0 108,490
Carlisle Cos Inc COM 142339100   22,969,658 88,597 SH   SOLE   73,766 0 14,831
CarMax Inc COM 143130102   11,286,598 159,573 SH   SOLE   159,573 0 0
Carter's Inc COM 146229109   831,529 12,025 SH   SOLE   3,020 0 9,005
Caseys General Stores Inc COM 147528103   38,834,963 143,028 SH   SOLE   95,969 0 47,059
Caterpillar Inc COM 149123101   257,439 943 SH   SOLE   943 0 0
Cathay General Bancorp COM 149150104   2,670,750 76,834 SH   SOLE   63,804 0 13,030
Cboe Global Markets Inc COM 12503M108   1,316,694 8,429 SH   SOLE   2,264 0 6,165
Celanese Corp COM 150870103   5,849,106 46,599 SH   SOLE   32,044 0 14,555
Cencora Inc Com COM 03073E105   30,433,107 169,101 SH   SOLE   115,493 0 53,608
Centene Corp COM 15135B101   31,465,830 456,821 SH   SOLE   312,035 0 144,786
Chesapeake Energy Corp COM 165167735   17,551,685 203,545 SH   SOLE   131,253 0 72,292
Chevron Corp COM 166764100   520,699 3,088 SH   SOLE   3,088 0 0
Cinemark Holdings Inc COM 17243V102   896,159 48,837 SH   SOLE   10,530 0 38,307
Cisco Systems Inc COM 17275R102   405,082 7,535 SH   SOLE   7,535 0 0
Citigroup Inc COM 172967424   36,207,274 880,313 SH   SOLE   606,641 0 273,672
Civitas Resources Inc New COM 17888H103   16,032,882 198,255 SH   SOLE   136,241 0 62,014
Clearwater Paper Corp COM 18538R103   3,445,418 95,046 SH   SOLE   95,046 0 0
Cleveland Cliffs Inc COM 185899101   6,011,532 384,615 SH   SOLE   265,382 0 119,233
CMS Energy Corp COM 125896100   5,360,445 100,931 SH   SOLE   100,931 0 0
CNX Resources Corp COM 12653C108   6,527,539 289,085 SH   SOLE   251,905 0 37,180
Cohu Inc COM 192576106   1,163,452 33,782 SH   SOLE   8,142 0 25,640
Collegium Pharmaceutical Inc COM 19459J104   630,628 28,216 SH   SOLE   6,705 0 21,511
Columbia Sportswear Co COM 198516106   3,295,523 44,474 SH   SOLE   44,474 0 0
Columbus McKinnon Corporation COM 199333105   888,669 25,456 SH   SOLE   6,058 0 19,398
Comcast Corp COM 20030N101   386,068 8,707 SH   SOLE   8,707 0 0
Comerica Inc COM 200340107   2,938,624 70,725 SH   SOLE   70,725 0 0
Commerce Bancshares Inc COM 200525103   991,219 20,659 SH   SOLE   5,353 0 15,306
Commercial Metals Co COM 201723103   5,826,625 117,924 SH   SOLE   74,421 0 43,503
Community Trust Bancorp Inc COM 204149108   362,574 10,583 SH   SOLE   2,583 0 8,000
CommVault Systems Inc COM 204166102   1,087,439 16,084 SH   SOLE   3,809 0 12,275
Conduent Inc COM 206787103   3,249,005 933,622 SH   SOLE   833,864 0 99,758
ConnectOne Bancorp Inc COM 20786W107   586,019 32,867 SH   SOLE   32,867 0 0
ConocoPhillips COM 20825C104   16,717,611 139,546 SH   SOLE   96,447 0 43,099
Corporate Office Properties Tr COM 22002T108   7,666,897 321,733 SH   SOLE   321,733 0 0
Costco Wholesale Corp COM 22160K105   476,826 844 SH   SOLE   844 0 0
Cracker Barrel Old Country Sto COM 22410J106   692,160 10,300 SH   SOLE   2,208 0 8,092
Credit Acceptance Corp COM 225310101   807,511 1,755 SH   SOLE   438 0 1,317
Cross Country Healthcare Inc COM 227483104   762,540 30,760 SH   SOLE   7,310 0 23,450
Crossfirst Bankshares Inc COM 22766M109   358,074 35,488 SH   SOLE   8,053 0 27,435
CSG Systems Intl Inc COM 126349109   857,896 16,782 SH   SOLE   3,994 0 12,788
Cummins Inc COM 231021106   12,350,091 54,058 SH   SOLE   37,258 0 16,800
Curtiss-Wright Corp COM 231561101   3,604,678 18,426 SH   SOLE   18,426 0 0
CVS Health Corp COM 126650100   30,330,716 434,413 SH   SOLE   298,138 0 136,275
D.R. Horton Inc COM 23331A109   32,290,759 300,463 SH   SOLE   207,502 0 92,961
Danaher Corp COM 235851102   327,492 1,320 SH   SOLE   1,320 0 0
DaVita Inc COM 23918K108   30,004,862 317,411 SH   SOLE   208,456 0 108,955
Deckers Outdoor Corp COM 243537107   33,593,211 65,345 SH   SOLE   45,058 0 20,287
Delek US Holdings Inc Com COM 24665A103   675,845 23,789 SH   SOLE   5,662 0 18,127
Dillard's Inc COM 254067101   38,573,438 116,603 SH   SOLE   78,757 0 37,846
Diodes Inc COM 254543101   6,358,604 80,652 SH   SOLE   80,652 0 0
Discover Financial Services COM 254709108   34,507,934 398,337 SH   SOLE   275,427 0 122,910
Dollar General Corp COM 256677105   14,097,533 133,247 SH   SOLE   133,247 0 0
Donnelley Financial Solutions COM 25787G100   4,371,042 77,666 SH   SOLE   77,666 0 0
Douglas Dynamics Inc COM 25960R105   4,987,637 165,263 SH   SOLE   165,263 0 0
Dover Corp COM 260003108   28,278,119 202,696 SH   SOLE   174,885 0 27,811
Dow Inc COM 260557103   5,222,358 101,287 SH   SOLE   70,072 0 31,215
DROPBOX INC COM 26210C104   74,205,535 2,725,139 SH   SOLE   1,835,272 0 889,867
Dt Midstream Inc Common Stock COM 23345M107   5,405,249 102,140 SH   SOLE   82,117 0 20,023
DXC Technology Co COM 23355L106   1,374,676 65,995 SH   SOLE   16,519 0 49,476
E L F Beauty Inc COM 26856L103   1,218,674 11,096 SH   SOLE   2,907 0 8,189
East West Bancorp Inc COM 27579R104   7,055,339 133,852 SH   SOLE   133,852 0 0
Eastman Chemical Co COM 277432100   6,484,451 84,521 SH   SOLE   51,420 0 33,101
Ecovyst Inc COM 27923Q109   4,170,753 423,857 SH   SOLE   423,857 0 0
Edgewell Pers Care Co COM 28035Q102   577,722 15,631 SH   SOLE   3,720 0 11,911
Edison International COM 281020107   12,503,952 197,566 SH   SOLE   135,311 0 62,255
Element Solutions Inc COM 28618M106   12,246,445 624,500 SH   SOLE   624,500 0 0
Elevance Health Inc COM 036752103   28,941,932 66,469 SH   SOLE   45,900 0 20,569
EMCOR Group Inc COM 29084Q100   15,657,224 74,420 SH   SOLE   45,091 0 29,329
Emerson Electric Co COM 291011104   12,949,940 134,099 SH   SOLE   91,860 0 42,239
Encompass Health Corp COM 29261A100   14,149,806 210,688 SH   SOLE   210,688 0 0
Encore Cap Group Inc COM 292554102   361,304 7,565 SH   SOLE   1,832 0 5,733
Energizer Holdings Inc COM 29272W109   600,045 18,728 SH   SOLE   4,451 0 14,277
EnerSys COM 29275Y102   7,199,843 76,052 SH   SOLE   76,052 0 0
Enovis Corp COM 194014502   7,850,337 148,878 SH   SOLE   148,878 0 0
Enstar Group Limited COM G3075P101   786,984 3,252 SH   SOLE   770 0 2,482
Envista Holdings Corp COM 29415F104   2,836,511 101,740 SH   SOLE   101,740 0 0
EPR Properties COM 26884U109   2,040,403 49,119 SH   SOLE   49,119 0 0
EQT Corp COM 26884L109   18,212,223 448,798 SH   SOLE   327,363 0 121,435
Equinix Inc COM 29444U700   4,162,922 5,732 SH   SOLE   5,732 0 0
Equitable Holdings Inc COM 29452E101   1,930,577 68,002 SH   SOLE   18,062 0 49,940
Equitrans Midstream Corp COM 294600101   1,594,324 170,152 SH   SOLE   42,218 0 127,934
Esab Corporation Com COM 29605J106   10,276,697 146,350 SH   SOLE   146,350 0 0
Essent Group Ltd COM G3198U102   986,753 20,866 SH   SOLE   5,097 0 15,769
Ethan Allen Interiors Inc COM 297602104   410,976 13,745 SH   SOLE   3,267 0 10,478
Euronet Worldwide Inc COM 298736109   1,333,584 16,800 SH   SOLE   4,181 0 12,619
Evercore Inc Class A COM 29977A105   6,785,075 49,210 SH   SOLE   49,210 0 0
Everest Group Ltd COM G3223R108   1,860,208 5,005 SH   SOLE   1,375 0 3,630
Evergy Inc COM 30034W106   14,649,461 288,944 SH   SOLE   180,514 0 108,430
Expedia Group Inc COM 30212P303   1,572,745 15,259 SH   SOLE   3,990 0 11,269
Extra Space Storage Inc COM 30225T102   2,407,406 19,801 SH   SOLE   19,801 0 0
Exxon Mobil Corp COM 30231G102   795,429 6,765 SH   SOLE   6,765 0 0
F.N.B. Corporation COM 302520101   3,755,298 348,035 SH   SOLE   348,035 0 0
Federated Hermes Inc Cl B COM 314211103   707,510 20,889 SH   SOLE   5,265 0 15,624
FedEx Corp COM 31428X106   9,823,234 37,080 SH   SOLE   37,080 0 0
Fidelity Natl Financial Inc COM 31620R303   41,514,884 1,005,203 SH   SOLE   702,170 0 303,033
First Financial Bancorp OH Com COM 320209109   486,021 24,797 SH   SOLE   6,154 0 18,643
First Financial Corp COM 320218100   354,464 10,484 SH   SOLE   2,492 0 7,992
First Interstate BancSystem In COM 32055Y201   3,032,430 121,589 SH   SOLE   121,589 0 0
First Merchants Corp COM 320817109   489,215 17,585 SH   SOLE   4,274 0 13,311
FirstEnergy Corp COM 337932107   12,831,548 375,411 SH   SOLE   258,586 0 116,825
FleetCor Technologies Inc COM 339041105   71,012,352 278,109 SH   SOLE   191,747 0 86,362
Forrester Research Inc COM 346563109   718,541 24,863 SH   SOLE   5,917 0 18,946
Fortinet Inc COM 34959E109   71,704,378 1,221,956 SH   SOLE   840,986 0 380,970
Fortive Corp COM 34959J108   17,426,488 234,985 SH   SOLE   234,985 0 0
Franklin Resources Inc COM 354613101   33,103,238 1,346,755 SH   SOLE   931,200 0 415,555
Gartner Inc COM 366651107   71,605,919 208,393 SH   SOLE   142,958 0 65,435
General Electric Co New COM 369604301   223,532 2,022 SH   SOLE   2,022 0 0
General Mills Inc COM 370334104   28,997,708 453,160 SH   SOLE   311,454 0 141,706
General Motors Co COM 37045V100   3,234,324 98,099 SH   SOLE   98,099 0 0
Genpact Limited COM G3922B107   3,724,727 102,893 SH   SOLE   102,893 0 0
Gentex Corp COM 371901109   12,690,665 390,002 SH   SOLE   268,487 0 121,515
Genuine Parts Co COM 372460105   11,690,882 80,973 SH   SOLE   55,776 0 25,197
German American Bancorp Inc COM 373865104   2,517,122 92,917 SH   SOLE   92,917 0 0
Global Payments Inc COM 37940X102   15,952,437 138,248 SH   SOLE   138,248 0 0
GoDaddy Inc COM 380237107   4,316,488 57,955 SH   SOLE   57,955 0 0
Golden Entertainment Inc COM 381013101   456,235 13,348 SH   SOLE   3,162 0 10,186
Grand Canyon Ed Inc COM 38526M106   792,446 6,780 SH   SOLE   1,622 0 5,158
Great Southern Bancorp Inc COM 390905107   351,014 7,325 SH   SOLE   1,741 0 5,584
Greif Inc COM 397624107   524,793 7,855 SH   SOLE   1,801 0 6,054
Group 1 Automotive Inc COM 398905109   843,212 3,138 SH   SOLE   719 0 2,419
Guess Inc COM 401617105   591,897 27,352 SH   SOLE   6,328 0 21,024
Gulfport Energy Corp Common Sh COM 402635502   672,565 5,668 SH   SOLE   1,348 0 4,320
H&R Block Inc COM 093671105   1,342,482 31,177 SH   SOLE   8,069 0 23,108
Halliburton Co COM 406216101   16,350,255 403,710 SH   SOLE   277,619 0 126,091
Hancock Whitney Corp COM 410120109   3,703,069 100,110 SH   SOLE   100,110 0 0
Harley-Davidson Inc COM 412822108   1,181,531 35,739 SH   SOLE   8,656 0 27,083
HCA Healthcare Inc COM 40412C101   34,948,838 142,080 SH   SOLE   107,723 0 34,357
Helmerich & Payne Inc COM 423452101   5,003,928 118,689 SH   SOLE   118,689 0 0
Hewlett Packard Enterprise Co COM 42824C109   3,904,324 224,774 SH   SOLE   56,014 0 168,760
Hillenbrand Inc COM 431571108   1,353,539 31,991 SH   SOLE   7,603 0 24,388
Hologic Inc COM 436440101   31,179,685 449,275 SH   SOLE   295,938 0 153,337
Home Bancshares Inc COM 436893200   2,031,410 97,011 SH   SOLE   97,011 0 0
Honeywell Intl Inc COM 438516106   226,491 1,226 SH   SOLE   1,226 0 0
Humana Inc COM 444859102   31,201,014 64,131 SH   SOLE   44,254 0 19,877
Incyte Corp COM 45337C102   2,229,980 38,601 SH   SOLE   9,393 0 29,208
Independent Bank Corp COM 453838609   363,022 19,794 SH   SOLE   5,310 0 14,484
Ingevity Corp COM 45688C107   5,089,747 106,905 SH   SOLE   98,940 0 7,965
Ingles Markets Inc COM 457030104   499,664 6,633 SH   SOLE   1,634 0 4,999
Ingredion Inc COM 457187102   5,501,052 55,905 SH   SOLE   38,451 0 17,454
Innovative Industrial Properti COM 45781V101   3,471,735 45,886 SH   SOLE   45,886 0 0
Installed Building Prods Inc COM 45780R101   7,604,302 60,888 SH   SOLE   51,626 0 9,262
Insteel Industries Inc COM 45774W108   373,615 11,510 SH   SOLE   3,239 0 8,271
Integra Lifesciences Hldgs Cp COM 457985208   4,122,038 107,935 SH   SOLE   107,935 0 0
International Paper Co COM 460146103   7,273,691 205,066 SH   SOLE   123,333 0 81,733
Intl Business Machines Corp COM 459200101   247,068 1,761 SH   SOLE   1,761 0 0
Intuit Inc COM 461202103   71,293,502 139,534 SH   SOLE   95,818 0 43,716
Ipg Photonics Corp COM 44980X109   5,787,171 56,994 SH   SOLE   56,994 0 0
ITT Inc COM 45073V108   8,988,138 91,800 SH   SOLE   91,800 0 0
Jacobs Solutions Inc COM 46982L108   13,181,532 96,568 SH   SOLE   66,688 0 29,880
Janus Henderson Group PLC COM G4474Y214   643,693 24,930 SH   SOLE   6,552 0 18,378
Jazz Pharmaceuticals plc COM G50871105   28,835,349 222,770 SH   SOLE   153,898 0 68,872
Jefferies Financial Group Inc COM 47233W109   1,075,384 29,358 SH   SOLE   6,912 0 22,446
Johnson & Johnson COM 478160104   282,842 1,816 SH   SOLE   1,816 0 0
Johnson Controls Intl plc COM G51502105   8,192,478 153,965 SH   SOLE   153,965 0 0
JPMorgan Chase & Co COM 46625H100   685,800 4,729 SH   SOLE   4,729 0 0
Juniper Networks Inc COM 48203R104   2,116,264 76,152 SH   SOLE   18,932 0 57,220
Kb Home Com COM 48666K109   1,108,869 23,960 SH   SOLE   5,694 0 18,266
KLA-Tencor Corp COM 482480100   66,453,871 144,887 SH   SOLE   99,972 0 44,915
Knight-Swift Trans Holdings In COM 499049104   11,629,434 231,893 SH   SOLE   159,513 0 72,380
Korn Ferry COM 500643200   3,561,700 75,078 SH   SOLE   64,359 0 10,719
Kroger Co COM 501044101   28,853,502 644,771 SH   SOLE   444,646 0 200,125
L3harris Technologies Inc COM 502431109   9,837,258 56,497 SH   SOLE   56,497 0 0
Laboratory Corp of America Hol COM 50540R409   29,929,911 148,868 SH   SOLE   103,528 0 45,340
Lam Research Corp COM 512807108   64,797,990 103,384 SH   SOLE   71,202 0 32,182
Lamar Advertising Co COM 512816109   3,808,402 45,626 SH   SOLE   45,626 0 0
Landstar System Inc COM 515098101   2,308,359 13,046 SH   SOLE   3,200 0 9,846
Lear Corp COM 521865204   11,662,651 86,905 SH   SOLE   60,176 0 26,729
Leidos Holdings Inc COM 525327102   3,286,333 35,659 SH   SOLE   9,117 0 26,542
Lennar Corp COM 526057104   32,739,399 291,717 SH   SOLE   202,449 0 89,268
Leslies Inc COM 527064109   2,228,461 393,721 SH   SOLE   393,721 0 0
Lilly Eli and Co COM 532457108   425,944 793 SH   SOLE   793 0 0
Linde PLC COM G54950103   319,476 858 SH   SOLE   858 0 0
Littelfuse Inc COM 537008104   10,705,494 43,286 SH   SOLE   43,286 0 0
Livanova PLC COM G5509L101   3,849,452 72,796 SH   SOLE   72,796 0 0
Louisiana-Pacific Corp COM 546347105   5,075,334 91,828 SH   SOLE   63,731 0 28,097
Lowe's Cos Inc COM 548661107   7,806,263 37,559 SH   SOLE   37,559 0 0
LSB Industries Inc COM 502160104   407,645 39,848 SH   SOLE   9,302 0 30,546
LyondellBasell Industries N.V. COM N53745100   5,405,192 57,077 SH   SOLE   39,451 0 17,626
Magnolia Oil & Gas Corp Cl A COM 559663109   5,640,557 246,205 SH   SOLE   246,205 0 0
Marathon Oil Corp COM 565849106   16,554,987 618,878 SH   SOLE   426,928 0 191,950
Marcus Corp COM 566330106   377,658 24,365 SH   SOLE   5,790 0 18,575
Markel Group Inc COM 570535104   18,983,341 12,892 SH   SOLE   12,892 0 0
Marriott Intl Inc COM 571903202   33,538,836 170,629 SH   SOLE   116,533 0 54,096
Marriott Vacations Worldwide C COM 57164Y107   3,326,425 33,056 SH   SOLE   33,056 0 0
Masco Corp COM 574599106   12,035,230 225,168 SH   SOLE   154,349 0 70,819
Masonite Intl Corp COM 575385109   440,371 4,724 SH   SOLE   1,122 0 3,602
Mastercard Incorporated COM 57636Q104   564,568 1,426 SH   SOLE   1,426 0 0
Matador Resources Co COM 576485205   4,174,068 70,176 SH   SOLE   70,176 0 0
Matthews Intl Corp Cl A COM 577128101   927,225 23,830 SH   SOLE   5,425 0 18,405
McKesson Corp COM 58155Q103   31,985,392 73,555 SH   SOLE   50,568 0 22,987
Medical Properties Trust Inc COM 58463J304   1,086,359 199,332 SH   SOLE   199,332 0 0
Medtronic plc COM G5960L103   227,244 2,900 SH   SOLE   2,900 0 0
Mercantile Bank Corp COM 587376104   350,458 11,338 SH   SOLE   2,914 0 8,424
Merchants Bancorp Ind Com COM 58844R108   426,555 15,388 SH   SOLE   3,472 0 11,916
Meritage Homes Corp COM 59001A102   5,400,336 44,124 SH   SOLE   44,124 0 0
Meta Platforms Inc COM 30303M102   1,157,610 3,856 SH   SOLE   3,856 0 0
Methode Electronics Inc COM 591520200   3,137,831 137,323 SH   SOLE   137,323 0 0
MetLife Inc COM 59156R108   34,706,692 551,688 SH   SOLE   377,726 0 173,962
MGIC Inv Corp WI COM 552848103   1,132,533 67,857 SH   SOLE   17,047 0 50,810
MGM Resorts International COM 552953101   31,903,122 867,876 SH   SOLE   600,610 0 267,266
Microsoft Corp COM 594918104   3,732,165 11,820 SH   SOLE   11,820 0 0
Midland Sts Bancorp Inc COM 597742105   360,148 17,534 SH   SOLE   4,776 0 12,758
Minerals Technologies Inc COM 603158106   451,880 8,252 SH   SOLE   1,954 0 6,298
Modine Manufacturing Co COM 607828100   5,302,151 115,894 SH   SOLE   115,894 0 0
Molina Healthcare Inc COM 60855R100   31,698,438 96,674 SH   SOLE   65,747 0 30,927
Molson Coors Brewing Co COM 60871R209   32,469,245 510,603 SH   SOLE   337,609 0 172,994
Moodys Corp COM 615369105   8,974,169 28,384 SH   SOLE   28,384 0 0
Moog Inc COM 615394202   5,245,749 46,439 SH   SOLE   46,439 0 0
Movado Group Inc COM 624580106   433,607 15,854 SH   SOLE   3,995 0 11,859
Mueller Industries Inc COM 624756102   12,486,857 166,137 SH   SOLE   115,003 0 51,134
Murphy Oil Corp COM 626717102   4,562,936 100,616 SH   SOLE   100,616 0 0
Murphy USA Inc COM 626755102   37,972,012 111,117 SH   SOLE   74,752 0 36,365
National Storage Affiliates Tr COM 637870106   8,950,521 281,995 SH   SOLE   281,995 0 0
NetScout Systems Inc COM 64115T104   918,692 32,787 SH   SOLE   7,819 0 24,968
New York Times Co Cl A COM 650111107   1,129,704 27,420 SH   SOLE   7,515 0 19,905
Nexstar Media Group Inc COM 65336K103   4,231,852 29,517 SH   SOLE   29,517 0 0
NMI Holdings Inc Cl A COM 629209305   6,771,877 249,977 SH   SOLE   249,977 0 0
Nordstrom Inc COM 655664100   1,033,415 69,171 SH   SOLE   17,253 0 51,918
Northwest Bancshares Inc COM 667340103   455,143 44,491 SH   SOLE   10,315 0 34,176
Northwest Nat Holding Co COM 66765N105   642,042 16,825 SH   SOLE   3,855 0 12,970
Northwestern Corp COM 668074305   7,197,706 149,765 SH   SOLE   149,765 0 0
Nucor Corp COM 670346105   5,337,007 34,135 SH   SOLE   23,673 0 10,462
NVIDIA Corp COM 67066G104   1,316,280 3,026 SH   SOLE   3,026 0 0
NVR Inc COM 62944T105   36,698,148 6,154 SH   SOLE   4,073 0 2,081
O'Reilly Automotive Inc COM 67103H107   34,110,425 37,531 SH   SOLE   25,787 0 11,744
O-I Glass Inc Com COM 67098H104   538,589 32,193 SH   SOLE   7,294 0 24,899
Oceaneering Intl Inc COM 675232102   1,538,776 59,828 SH   SOLE   15,709 0 44,119
OceanFirst Financial Corp COM 675234108   2,042,122 141,128 SH   SOLE   141,128 0 0
OFG Bancorp Com COM 67103X102   461,934 15,470 SH   SOLE   3,676 0 11,794
OGE Energy Corp COM 670837103   12,211,879 366,393 SH   SOLE   252,351 0 114,042
Old Natl Bancorp COM 680033107   860,201 59,161 SH   SOLE   14,568 0 44,593
Old Republic Intl Corp COM 680223104   1,494,119 55,461 SH   SOLE   13,788 0 41,673
Olin Corp COM 680665205   1,154,088 23,091 SH   SOLE   5,370 0 17,721
Olympic Steel Inc COM 68162K106   410,502 7,303 SH   SOLE   1,693 0 5,610
ON Semiconductor Corp COM 682189105   66,637,249 716,915 SH   SOLE   496,045 0 220,870
OneMain Holdings Inc COM 68268W103   14,225,576 354,841 SH   SOLE   354,841 0 0
Oracle Corp COM 68389X105   304,838 2,878 SH   SOLE   2,878 0 0
Oshkosh Corp COM 688239201   11,966,159 125,392 SH   SOLE   86,215 0 39,177
OSI Systems Inc COM 671044105   4,543,596 38,492 SH   SOLE   38,492 0 0
Ovintiv Inc COM 69047Q102   17,477,408 367,404 SH   SOLE   235,911 0 131,493
Owens Corning COM 690742101   6,847,373 50,197 SH   SOLE   30,054 0 20,143
Oxford Industries Inc COM 691497309   3,983,147 41,435 SH   SOLE   36,359 0 5,076
Packaging Corp of America COM 695156109   7,313,279 47,628 SH   SOLE   28,437 0 19,191
Parker-Hannifin Corp COM 701094104   12,507,098 32,109 SH   SOLE   22,125 0 9,984
Patrick Industries Inc COM 703343103   559,948 7,460 SH   SOLE   1,662 0 5,798
Patterson-UTI Energy Inc COM 703481101   3,925,827 283,658 SH   SOLE   283,658 0 0
Paychex Inc COM 704326107   69,636,023 603,798 SH   SOLE   413,447 0 190,351
Peapack-Gladstone Financial Co COM 704699107   359,126 14,001 SH   SOLE   3,429 0 10,572
Pediatrix Medical Group Inc COM 58502B106   624,785 49,157 SH   SOLE   11,682 0 37,475
Penske Automotive Group Inc COM 70959W103   37,098,179 222,065 SH   SOLE   148,664 0 73,401
Peoples Bancorp Inc COM 709789101   389,304 15,339 SH   SOLE   3,847 0 11,492
Pfizer Inc COM 717081103   360,392 10,865 SH   SOLE   10,865 0 0
Philip Morris Intl Inc COM 718172109   289,590 3,128 SH   SOLE   3,128 0 0
Photronics Inc COM 719405102   6,296,284 311,543 SH   SOLE   311,543 0 0
Pinnacle Financial Partners In COM 72346Q104   13,324,669 198,757 SH   SOLE   198,757 0 0
Pinnacle West Capital Corp COM 723484101   13,095,441 177,734 SH   SOLE   121,748 0 55,986
Piper Sandler Companies COM 724078100   509,312 3,505 SH   SOLE   803 0 2,702
Portland General Electric Co COM 736508847   10,255,325 253,343 SH   SOLE   253,343 0 0
Post Holdings Inc COM 737446104   30,425,525 354,858 SH   SOLE   238,884 0 115,974
PPL Corp COM 69351T106   12,639,021 536,461 SH   SOLE   367,612 0 168,849
Preferred Bank Los Angeles CA COM 740367404   445,523 7,157 SH   SOLE   1,646 0 5,511
Premier Inc COM 74051N102   1,093,877 50,878 SH   SOLE   12,849 0 38,029
Prestige Consmr Healthcare Inc COM 74112D101   5,684,514 99,397 SH   SOLE   99,397 0 0
Primo Water Corporation COM 74167P108   3,947,283 286,035 SH   SOLE   286,035 0 0
Principal Financial Group Inc COM 74251V102   1,190,164 16,514 SH   SOLE   4,629 0 11,885
Procter & Gamble Co COM 742718109   618,009 4,237 SH   SOLE   4,237 0 0
Prog Holdings Inc COM 74319R101   3,733,003 112,406 SH   SOLE   98,946 0 13,460
Propetro Holding Corp COM 74347M108   1,194,599 112,380 SH   SOLE   27,224 0 85,156
Prosperity Bancshares Inc COM 743606105   10,267,590 188,120 SH   SOLE   188,120 0 0
Public Service Enterprise Grou COM 744573106   12,933,082 227,255 SH   SOLE   156,196 0 71,059
PulteGroup Inc COM 745867101   34,639,479 467,785 SH   SOLE   310,979 0 156,806
QCR Holdings Inc COM 74727A104   2,987,328 61,569 SH   SOLE   61,569 0 0
QUALCOMM Inc COM 747525103   248,552 2,238 SH   SOLE   2,238 0 0
Qualys Inc COM 74758T303   1,403,460 9,200 SH   SOLE   2,045 0 7,155
Quanex Building Products Corp COM 747619104   5,642,902 200,316 SH   SOLE   189,111 0 11,205
Quest Diagnostics Inc COM 74834L100   30,463,050 249,984 SH   SOLE   163,923 0 86,061
Quidel Corp COM 219798105   8,530,196 116,788 SH   SOLE   116,788 0 0
Radian Group Inc COM 750236101   1,080,056 43,013 SH   SOLE   10,494 0 32,519
Ramaco Resources Inc Cl A COM 75134P600   2,883,029 262,332 SH   SOLE   262,332 0 0
Ramaco Resources Inc Cl B COM 75134P501   584,594 49,002 SH   SOLE   49,002 0 0
Range Resources Corp COM 75281A109   15,671,564 483,541 SH   SOLE   333,459 0 150,082
RBB Bancorp COM 74930B105   992,968 77,697 SH   SOLE   77,697 0 0
Regions Financial Corp COM 7591EP100   35,980,078 2,091,865 SH   SOLE   1,404,283 0 687,582
Reliance Steel & Aluminum Co COM 759509102   6,729,084 25,661 SH   SOLE   15,574 0 10,087
Republic Services Inc COM 760759100   16,981,064 119,157 SH   SOLE   119,157 0 0
Rex American Resources Corp COM 761624105   394,455 9,687 SH   SOLE   2,302 0 7,385
Rhythm Pharmaceuticals Inc COM 76243J105   2,400,706 104,720 SH   SOLE   104,720 0 0
Royal Caribbean Group COM V7780T103   32,321,146 350,783 SH   SOLE   241,443 0 109,340
Rush Enterprises Inc Cl A COM 781846209   690,884 16,921 SH   SOLE   3,847 0 13,074
Ryder System Inc COM 783549108   13,710,990 128,200 SH   SOLE   87,883 0 40,317
Ryerson Holding Corp COM 783754104   414,678 14,255 SH   SOLE   3,388 0 10,867
Sabra Health Care REIT Inc COM 78573L106   4,776,541 342,650 SH   SOLE   342,650 0 0
Salesforce Inc COM 79466L302   359,326 1,772 SH   SOLE   1,772 0 0
Sandy Spring Bancorp Inc COM 800363103   1,252,755 58,458 SH   SOLE   58,458 0 0
Sanmina Corporation Com COM 801056102   4,199,481 77,367 SH   SOLE   77,367 0 0
SBA Communications Corp COM 78410G104   8,210,773 41,019 SH   SOLE   41,019 0 0
Schein Henry Inc COM 806407102   33,071,618 445,409 SH   SOLE   290,883 0 154,526
Schlumberger Ltd COM 806857108   6,793,524 116,527 SH   SOLE   116,527 0 0
Science Applications Intl Corp COM 808625107   9,507,149 90,081 SH   SOLE   79,884 0 10,197
Scotts Miracle-Gro Co Cl A COM 810186106   2,119,087 41,004 SH   SOLE   41,004 0 0
Sealed Air Corp COM 81211K100   5,666,871 172,455 SH   SOLE   172,455 0 0
SeaWorld Entertainment Inc COM 81282V100   878,426 18,993 SH   SOLE   4,514 0 14,479
Select Med Holdings Corp COM 81619Q105   1,015,045 40,168 SH   SOLE   9,513 0 30,655
Select Water Solutions Inc Cl COM 81617J301   971,951 122,258 SH   SOLE   27,308 0 94,950
ServiceNow Inc COM 81762P102   225,820 404 SH   SOLE   404 0 0
Servisfirst Bancshares Inc COM 81768T108   1,451,787 27,828 SH   SOLE   27,828 0 0
Shell PLC Spon ADS COM 780259305   16,989,431 263,893 SH   SOLE   180,822 0 83,071
Signet Jewelers Limited COM G81276100   4,974,207 69,269 SH   SOLE   69,269 0 0
Siriuspoint Ltd COM G8192H106   581,317 57,160 SH   SOLE   13,865 0 43,295
Six Flags Entertainment Corp COM 83001A102   5,169,379 219,880 SH   SOLE   219,880 0 0
SLM Corp COM 78442P106   2,696,392 197,973 SH   SOLE   197,973 0 0
SM Energy Co COM 78454L100   21,220,997 535,208 SH   SOLE   407,944 0 127,264
Snap-on Inc COM 833034101   12,068,929 47,318 SH   SOLE   32,850 0 14,468
Sonoco Products Co COM 835495102   5,487,502 100,966 SH   SOLE   69,193 0 31,773
South State Corp COM 840441109   8,441,488 125,319 SH   SOLE   125,319 0 0
Southside Bancshares Inc COM 84470P109   384,494 13,397 SH   SOLE   3,184 0 10,213
SP Plus Corp COM 78469C103   6,234,217 172,693 SH   SOLE   172,693 0 0
SpartanNash Co COM 847215100   465,872 21,176 SH   SOLE   5,015 0 16,161
SS&C Technologies Holdings Inc COM 78467J100   1,994,891 37,969 SH   SOLE   10,321 0 27,648
STAG Industrial Inc COM 85254J102   21,735,502 629,832 SH   SOLE   629,832 0 0
Stagwell Inc Cl A COM 85256A109   398,931 85,060 SH   SOLE   20,214 0 64,846
Starbucks Corp COM 855244109   200,885 2,201 SH   SOLE   2,201 0 0
State Street Corp COM 857477103   34,191,651 510,628 SH   SOLE   351,900 0 158,728
Steel Dynamics Inc COM 858119100   5,786,020 53,964 SH   SOLE   37,465 0 16,499
Stryker Corp COM 863667101   213,151 780 SH   SOLE   780 0 0
Super Micro Computer Inc COM 86800U104   76,255,372 278,081 SH   SOLE   191,384 0 86,697
Synchrony Financial COM 87165B103   35,942,402 1,175,741 SH   SOLE   795,217 0 380,524
Sysco Corp COM 871829107   11,692,501 177,025 SH   SOLE   177,025 0 0
T-Mobile US Inc COM 872590104   13,790,443 98,468 SH   SOLE   67,691 0 30,777
Target Hospitality Corp COM 87615L107   605,997 38,161 SH   SOLE   9,068 0 29,093
Taylor Morrison Home Corp COM 87724P106   33,537,734 787,086 SH   SOLE   539,105 0 247,981
Td Synnex Corporation COM 87162W100   1,850,406 18,530 SH   SOLE   4,571 0 13,959
Teledyne Technologies Inc COM 879360105   5,068,435 12,405 SH   SOLE   12,405 0 0
Tenet Healthcare Corp New COM 88033G407   28,313,394 429,707 SH   SOLE   283,139 0 146,568
Teradata Corp COM 88076W103   1,483,814 32,959 SH   SOLE   7,464 0 25,495
Tesla Inc COM 88160R101   770,177 3,078 SH   SOLE   3,078 0 0
Texas Instruments Inc COM 882508104   12,721,436 80,004 SH   SOLE   80,004 0 0
The Chemours Co COM 163851108   4,854,978 173,083 SH   SOLE   119,150 0 53,933
The Cigna Group Com COM 125523100   39,923,643 139,559 SH   SOLE   104,592 0 34,967
The Goldman Sachs Group Inc COM 38141G104   35,735,071 110,440 SH   SOLE   75,702 0 34,738
The Hanover Insurance Group In COM 410867105   6,479,234 58,382 SH   SOLE   58,382 0 0
The Hartford Financial Service COM 416515104   33,895,264 478,004 SH   SOLE   329,038 0 148,966
The Home Depot Inc COM 437076102   520,924 1,724 SH   SOLE   1,724 0 0
The Odp Corp COM 88337F105   601,565 13,035 SH   SOLE   3,279 0 9,756
The Timken Co COM 887389104   14,327,243 194,955 SH   SOLE   120,202 0 74,753
The Western Union Co COM 959802109   30,842,623 2,340,108 SH   SOLE   1,608,991 0 731,117
Thermo Fisher Scientific Inc COM 883556102   374,566 740 SH   SOLE   740 0 0
Toll Brothers Inc COM 889478103   33,768,435 456,577 SH   SOLE   304,499 0 152,078
TOTAL SE SPONSORED ADS COM 89151E109   17,241,154 262,183 SH   SOLE   180,650 0 81,533
TransDigm Group Inc COM 893641100   2,705,604 3,209 SH   SOLE   3,209 0 0
TreeHouse Foods Inc COM 89469A104   589,899 13,536 SH   SOLE   3,411 0 10,125
Trinet Group Inc COM 896288107   4,746,909 40,753 SH   SOLE   40,753 0 0
TripAdvisor Inc COM 896945201   887,129 53,506 SH   SOLE   14,200 0 39,306
Tronox Holdings PLC COM G9087Q102   551,107 41,005 SH   SOLE   9,637 0 31,368
Trustmark Corp COM 898402102   470,215 21,639 SH   SOLE   5,099 0 16,540
TTM Technologies Inc COM 87305R109   1,744,480 135,441 SH   SOLE   135,441 0 0
Ufp Industries Inc COM 90278Q108   5,708,083 55,743 SH   SOLE   38,508 0 17,235
UGI Corp COM 902681105   15,469,271 672,577 SH   SOLE   496,457 0 176,120
Ultra Clean Holdings Inc COM 90385V107   1,082,273 36,477 SH   SOLE   8,681 0 27,796
Union Pacific Corp COM 907818108   8,159,250 40,069 SH   SOLE   40,069 0 0
United Parcel Service Inc Cl B COM 911312106   209,489 1,344 SH   SOLE   1,344 0 0
United Rentals Inc COM 911363109   14,153,775 31,837 SH   SOLE   20,259 0 11,578
UnitedHealth Group Inc COM 91324P102   8,770,385 17,395 SH   SOLE   17,395 0 0
Universal Health Services Inc COM 913903100   8,227,645 65,439 SH   SOLE   51,339 0 14,100
Univest Financial Corporation COM 915271100   367,066 21,120 SH   SOLE   4,779 0 16,341
Unum Group COM 91529Y106   36,574,585 743,537 SH   SOLE   497,234 0 246,303
US Foods Holding Corp COM 912008109   7,658,249 192,903 SH   SOLE   192,903 0 0
Vanda Pharmaceuticals Inc COM 921659108   434,182 100,505 SH   SOLE   22,976 0 77,529
Vector Group Ltd COM 92240M108   534,564 50,241 SH   SOLE   11,907 0 38,334
Veritex Holdings Inc COM 923451108   1,541,726 85,890 SH   SOLE   85,890 0 0
Verizon Communications Inc COM 92343V104   13,219,553 407,885 SH   SOLE   282,137 0 125,748
Viad Corp COM 92552R406   348,224 13,291 SH   SOLE   3,159 0 10,132
Virtu Financial Inc COM 928254101   470,107 27,221 SH   SOLE   6,782 0 20,439
Visa Inc COM 92826C839   635,058 2,761 SH   SOLE   2,761 0 0
Vista Outdoor Inc COM 928377100   663,559 20,035 SH   SOLE   4,730 0 15,305
Vistra Energy Corp COM 92840M102   16,452,038 495,842 SH   SOLE   306,830 0 189,012
Vontier Corporation COM 928881101   13,209,024 427,200 SH   SOLE   293,770 0 133,430
Wabash Natl Corp COM 929566107   527,176 24,961 SH   SOLE   5,936 0 19,025
Walmart Inc COM 931142103   436,289 2,728 SH   SOLE   2,728 0 0
Washington Fed Inc Com COM 938824109   507,507 19,809 SH   SOLE   4,707 0 15,102
Waste Management Inc COM 94106L109   8,854,782 58,087 SH   SOLE   58,087 0 0
Waterstone Financial Inc COM 94188P101   253,044 23,109 SH   SOLE   5,492 0 17,617
Wells Fargo & Co COM 949746101   35,879,779 878,115 SH   SOLE   605,197 0 272,918
WESCO Intl Inc COM 95082P105   3,056,894 21,255 SH   SOLE   5,140 0 16,115
Westlake Corporation COM 960413102   6,747,639 54,124 SH   SOLE   32,489 0 21,635
Winnebago Industries Inc COM 974637100   662,808 11,149 SH   SOLE   2,757 0 8,392
World Fuel Services Corp COM 981475106   534,327 23,822 SH   SOLE   5,836 0 17,986
Worthington Industries Inc COM 981811102   4,973,975 80,459 SH   SOLE   74,309 0 6,150
WSFS Financial Corp COM 929328102   1,020,029 27,946 SH   SOLE   27,946 0 0
Xerox Corp COM 98421M106   1,283,175 81,783 SH   SOLE   19,368 0 62,415
Yeti Holdings Inc COM 98585X104   3,751,902 77,808 SH   SOLE   77,808 0 0
Zebra Technologies Corp COM 989207105   2,522,829 10,666 SH   SOLE   10,666 0 0
Ziff Davis Inc Com COM 48123V102   1,021,588 16,040 SH   SOLE   3,408 0 12,632
Zimmer Biomet Holdings Inc COM 98956P102   13,446,425 119,822 SH   SOLE   119,822 0 0