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
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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
ABB Ltd. Sponsored ADR COM 000375204 235 9,950 SH   SOLE   9,950 0 0
ACI Worldwide, Inc. COM 004498101 21,645 769,179 SH   SOLE   731,049 0 38,130
Advance Auto Parts, Inc. COM 00751Y106 11,308 67,175 SH   SOLE   67,175 0 0
Air Transport Services Group, COM 00922R105 23,192 1,080,213 SH   SOLE   1,023,421 0 56,792
Aircastle Limited COM G0129K104 39,717 1,812,739 SH   SOLE   1,503,765 0 308,974
Alaska Air Group, Inc. COM 011659109 1,502 21,807 SH   SOLE   21,807 0 0
Alexander & Baldwin, Inc. COM 014491104 488 21,493 SH   SOLE   21,493 0 0
Allergan plc COM G0177J108 18,127 95,165 SH   SOLE   89,407 0 5,758
Alphabet Inc. Class C COM 02079K107 1,633 1,368 SH   SOLE   1,368 0 0
AMC Networks Inc. Class A COM 00164V103 15,964 240,644 SH   SOLE   226,238 0 14,406
American National Insurance Co COM 028591105 9,332 72,180 SH   SOLE   65,460 0 6,720
AmeriGas Partners, L.P. COM 030975106 25,932 656,335 SH   SOLE   542,448 0 113,887
Amgen Inc. COM 031162100 58,538 282,396 SH   SOLE   243,641 0 38,755
Argan, Inc. COM 04010E109 15,238 354,378 SH   SOLE   335,878 0 18,500
Armstrong Flooring, Inc. COM 04238R106 15,946 881,000 SH   SOLE   834,403 0 46,597
Armstrong World Industries, In COM 04247X102 36,751 528,031 SH   SOLE   498,873 0 29,158
Asbury Automotive Group, Inc. COM 043436104 22,397 325,779 SH   SOLE   308,053 0 17,726
ATN International, Inc. COM 00215F107 17,349 234,823 SH   SOLE   223,122 0 11,701
Avaya Holdings Corp. COM 05351X101 56,858 2,568,133 SH   SOLE   2,429,110 0 139,023
Axis Capital Holdings Limited COM G0692U109 62,549 1,083,854 SH   SOLE   988,033 0 95,821
Barrett Business Services, Inc COM 068463108 6,765 101,308 SH   SOLE   91,725 0 9,583
BB&T Corporation COM 054937107 82,052 1,690,401 SH   SOLE   1,452,131 0 238,270
Berkshire Hathaway Inc. Class COM 084670702 36,537 170,648 SH   SOLE   160,799 0 9,849
Biglari Holdings Inc. Class B COM 08986R309 8,419 46,425 SH   SOLE   43,751 0 2,674
Biglari Holdings, Inc. Class A COM 08986R408 5,639 6,116 SH   SOLE   5,778 0 338
Black Hills Corporation COM 092113109 31,127 535,838 SH   SOLE   461,399 0 74,439
Blackstone Group L.P. COM 09253U108 1,305 34,283 SH   SOLE   34,283 0 0
BP p.l.c. Sponsored ADR COM 055622104 221 4,804 SH   SOLE   4,804 0 0
Brookfield Asset Management In COM 112585104 24,997 561,361 SH   SOLE   527,991 0 33,370
Brookfield Property Partners L COM G16249107 1,005 48,103 SH   SOLE   48,103 0 0
Canadian Pacific Railway Limit COM 13645T100 294 1,389 SH   SOLE   1,389 0 0
Cannae Holdings, Inc. COM 13765N107 58,502 2,792,467 SH   SOLE   2,644,190 0 148,277
Capital Southwest Corporation COM 140501107 15,947 840,207 SH   SOLE   788,705 0 51,502
Cars.com, Inc. COM 14575E105 45,660 1,653,747 SH   SOLE   1,562,492 0 91,255
Casey's General Stores, Inc. COM 147528103 28,316 219,315 SH   SOLE   208,495 0 10,820
Cedar Fair, L.P. COM 150185106 23,452 450,311 SH   SOLE   377,422 0 72,889
Check Point Software Technolog COM M22465104 225 1,914 SH   SOLE   1,914 0 0
Chevron Corporation COM 166764100 35,716 292,081 SH   SOLE   249,542 0 42,539
Cinemark Holdings, Inc. COM 17243V102 58,281 1,449,766 SH   SOLE   1,251,311 0 198,455
Cisco Systems, Inc. COM 17275R102 66,166 1,360,050 SH   SOLE   1,151,474 0 208,576
CNA Financial Corporation COM 126117100 31,607 692,376 SH   SOLE   581,662 0 110,714
Comcast Corporation Class A COM 20030N101 85,743 2,421,437 SH   SOLE   2,144,079 0 277,358
Compass Minerals International COM 20451N101 13,110 195,091 SH   SOLE   184,501 0 10,590
Computer Programs and Systems, COM 205306103 14,212 529,305 SH   SOLE   500,482 0 28,823
Conduent, Inc. COM 206787103 33,143 1,471,708 SH   SOLE   1,405,336 0 66,372
Corning Inc COM 219350105 87,676 2,483,753 SH   SOLE   2,109,206 0 374,547
CSG Systems International, Inc COM 126349109 51,346 1,279,165 SH   SOLE   1,172,848 0 106,317
Cubic Corporation COM 229669106 17,516 239,785 SH   SOLE   225,710 0 14,075
Diageo plc Sponsored ADR COM 25243Q205 359 2,536 SH   SOLE   2,536 0 0
Discovery, Inc. Class C COM 25470F302 43,882 1,483,513 SH   SOLE   1,448,822 0 34,691
Dolby Laboratories, Inc. Class COM 25659T107 6,568 93,862 SH   SOLE   93,862 0 0
DowDuPont Inc. COM 26078J100 747 11,623 SH   SOLE   11,623 0 0
Emerson Electric Co. COM 291011104 49,575 647,365 SH   SOLE   558,351 0 89,014
Entercom Communications Corp. COM 293639100 10,411 1,317,794 SH   SOLE   1,257,344 0 60,450
Evolution Petroleum Corporatio COM 30049A107 5,463 494,355 SH   SOLE   450,958 0 43,397
Expedia Group, Inc. COM 30212P303 10,871 83,313 SH   SOLE   78,548 0 4,765
Extended Stay America, Inc. COM 30224P200 70,098 3,465,042 SH   SOLE   3,043,860 0 421,182
Exxon Mobil Corporation COM 30231G102 54,444 640,371 SH   SOLE   543,083 0 97,288
Fastenal Company COM 311900104 95,632 1,648,257 SH   SOLE   1,422,455 0 225,802
FGL Holdings Class A COM G3402M102 28,620 3,197,808 SH   SOLE   3,031,195 0 166,613
First Citizens BancShares, Inc COM 31946M103 6,502 14,377 SH   SOLE   13,154 0 1,223
Forward Air Corporation COM 349853101 24,709 344,618 SH   SOLE   326,065 0 18,553
GCI Liberty, Inc. Class A COM 36164V305 53,949 1,057,825 SH   SOLE   1,030,043 0 27,782
General Motors Company COM 37045V100 13,527 401,752 SH   SOLE   378,829 0 22,923
Genworth Financial, Inc. Class COM 37247D106 14,293 3,427,599 SH   SOLE   3,252,869 0 174,730
GEO Group Inc COM 36162J106 39,650 1,575,911 SH   SOLE   1,356,447 0 219,464
Gran Tierra Energy Inc. COM 38500T101 5,393 1,411,823 SH   SOLE   1,278,023 0 133,800
Hostess Brands, Inc. Class A COM 44109J106 65,162 5,886,401 SH   SOLE   5,581,409 0 304,992
Ingersoll-Rand Plc COM G47791101 347 3,396 SH   SOLE   3,396 0 0
Ingles Markets, Incorporated C COM 457030104 30,407 887,792 SH   SOLE   841,958 0 45,834
Intel Corporation COM 458140100 27,375 578,883 SH   SOLE   486,403 0 92,480
Interpublic Group of Companies COM 460690100 48,278 2,110,992 SH   SOLE   1,872,025 0 238,967
Iron Mountain, Inc. COM 46284V101 85,820 2,486,108 SH   SOLE   2,183,246 0 302,862
Ituran Location & Control Ltd. COM M6158M104 13,781 400,625 SH   SOLE   363,454 0 37,171
J. Alexander's Holdings, Inc. COM 46609J106 11,239 944,465 SH   SOLE   874,482 0 69,983
Jefferies Financial Group Inc. COM 47233W109 8,324 379,032 SH   SOLE   379,032 0 0
Johnson Controls International COM G51502105 36,568 1,044,790 SH   SOLE   901,484 0 143,306
Kansas City Southern COM 485170302 7,426 65,555 SH   SOLE   65,555 0 0
KAR Auction Services, Inc. COM 48238T109 57,234 958,858 SH   SOLE   825,335 0 133,523
Kelly Services, Inc. Class A COM 488152208 5,773 240,258 SH   SOLE   217,998 0 22,260
Kimberly-Clark Corporation COM 494368103 63,176 555,927 SH   SOLE   479,826 0 76,101
Kinder Morgan Inc Class P COM 49456B101 15,418 869,605 SH   SOLE   748,940 0 120,665
Kraft Heinz Company COM 500754106 55,694 1,010,593 SH   SOLE   896,084 0 114,509
Liberty Broadband Corp. Class COM 530307305 37,917 449,789 SH   SOLE   437,689 0 12,100
Liberty Expedia Holdings Inc C COM 53046P109 49,047 1,042,674 SH   SOLE   990,083 0 52,591
Liberty Global Plc Class C COM G5480U120 1,018 36,155 SH   SOLE   36,155 0 0
Liberty Latin America Ltd. Cla COM G9001E102 7,165 343,829 SH   SOLE   343,829 0 0
Liberty Latin America Ltd. Cla COM G9001E128 52,605 2,549,936 SH   SOLE   2,392,545 0 157,391
Liberty Media Corp. Series C L COM 531229607 15,632 359,769 SH   SOLE   339,851 0 19,918
LyondellBasell Industries NV COM N53745100 26,319 256,741 SH   SOLE   223,260 0 33,481
Magellan Midstream Partners, L COM 559080106 35,081 518,036 SH   SOLE   433,186 0 84,850
Marathon Petroleum Corporation COM 56585A102 97,009 1,213,063 SH   SOLE   1,044,338 0 168,725
McKesson Corporation COM 58155Q103 19,001 143,241 SH   SOLE   135,431 0 7,810
Melco Resorts and Entertainmen COM 585464100 219 10,372 SH   SOLE   10,372 0 0
Meredith Corporation COM 589433101 27,399 536,702 SH   SOLE   463,208 0 73,494
MetLife, Inc. COM 59156R108 20,721 443,505 SH   SOLE   381,739 0 61,766
Motorcar Parts of America, Inc COM 620071100 21,768 928,266 SH   SOLE   881,458 0 46,808
Motorola Solutions, Inc. COM 620076307 17,183 132,034 SH   SOLE   106,509 0 25,525
Murphy USA, Inc. COM 626755102 36,337 425,192 SH   SOLE   402,342 0 22,850
National Fuel Gas Company COM 636180101 43,523 776,362 SH   SOLE   677,785 0 98,577
NCR Corporation COM 62886E108 23,808 838,000 SH   SOLE   795,875 0 42,125
Newmark Group, Inc. Class A COM 65158N102 8,504 760,003 SH   SOLE   719,535 0 40,468
Nielsen Holdings Plc COM G6518L108 55,294 1,999,046 SH   SOLE   1,831,322 0 167,724
Novartis AG Sponsored ADR COM 66987V109 232 2,690 SH   SOLE   2,690 0 0
Nutrien Ltd. COM 67077M108 311 5,390 SH   SOLE   5,390 0 0
Oaktree Capital Group, LLC Cla COM 674001201 13,036 314,886 SH   SOLE   314,886 0 0
Oaktree Specialty Lending Corp COM 67401P108 34,570 6,969,793 SH   SOLE   6,717,403 0 252,390
Occidental Petroleum Corporati COM 674599105 45,721 556,425 SH   SOLE   479,715 0 76,710
Omnicom Group Inc COM 681919106 49,052 721,138 SH   SOLE   622,187 0 98,951
Open Text Corporation COM 683715106 267 7,021 SH   SOLE   7,021 0 0
ORIX Corporation Sponsored ADR COM 686330101 245 3,024 SH   SOLE   3,024 0 0
OSI Systems, Inc. COM 671044105 8,238 107,953 SH   SOLE   97,443 0 10,510
Patterson Companies, Inc. COM 703395103 23,256 951,183 SH   SOLE   904,063 0 47,120
PBF Energy, Inc. Class A COM 69318G106 22,872 458,267 SH   SOLE   430,577 0 27,690
PepsiCo, Inc. COM 713448108 49,416 442,007 SH   SOLE   379,213 0 62,794
PICO Holdings, Inc. COM 693366205 14,908 1,187,856 SH   SOLE   1,116,064 0 71,792
PNC Financial Services Group, COM 693475105 33,014 242,411 SH   SOLE   209,343 0 33,068
Polaris Industries Inc. COM 731068102 21,552 213,493 SH   SOLE   186,303 0 27,190
Praxair, Inc. COM 74005P104 79,115 492,225 SH   SOLE   424,549 0 67,676
Premier Inc. Class A COM 74051N102 82,193 1,795,385 SH   SOLE   1,693,640 0 101,745
Prudential plc Sponsored ADR COM 74435K204 238 5,180 SH   SOLE   5,180 0 0
QEP Resources, Inc. COM 74733V100 3,205 283,140 SH   SOLE   256,410 0 26,730
QUALCOMM Incorporated COM 747525103 65,790 913,371 SH   SOLE   775,846 0 137,525
RELX PLC Sponsored ADR COM 759530108 224 10,707 SH   SOLE   10,707 0 0
Resources Connection, Inc. COM 76122Q105 14,971 901,884 SH   SOLE   842,127 0 59,757
Rio Tinto plc Sponsored ADR COM 767204100 203 3,976 SH   SOLE   3,976 0 0
Royal Dutch Shell Plc Sponsore COM 780259107 253 3,560 SH   SOLE   3,560 0 0
RPM International Inc. COM 749685103 47,106 725,373 SH   SOLE   633,794 0 91,579
Ryman Hospitality Properties, COM 78377T107 46,452 539,077 SH   SOLE   464,449 0 74,628
Sabra Health Care REIT, Inc. COM 78573L106 44,910 1,942,479 SH   SOLE   1,673,061 0 269,418
Sabre Corp. COM 78573M104 44,512 1,706,755 SH   SOLE   1,651,286 0 55,469
SAP SE Sponsored ADR COM 803054204 282 2,290 SH   SOLE   2,290 0 0
Shire PLC Sponsored ADR COM 82481R106 263 1,452 SH   SOLE   1,452 0 0
Sleep Number Corporation COM 83125X103 27,089 736,503 SH   SOLE   698,330 0 38,173
SP Plus Corporation COM 78469C103 6,442 176,501 SH   SOLE   159,149 0 17,352
Spectra Energy Partners, LP COM 84756N109 26,924 753,957 SH   SOLE   649,277 0 104,680
Starbucks Corporation COM 855244109 60,605 1,066,239 SH   SOLE   945,458 0 120,781
Sumitomo Mitsui Financial Grou COM 86562M209 233 29,078 SH   SOLE   29,078 0 0
Sykes Enterprises, Incorporate COM 871237103 20,532 673,392 SH   SOLE   636,091 0 37,301
Target Corporation COM 87612E106 87,126 987,713 SH   SOLE   850,935 0 136,778
Tech Data Corporation COM 878237106 32,431 453,140 SH   SOLE   428,583 0 24,557
Thomson Reuters Corporation COM 884903105 42,160 922,934 SH   SOLE   795,246 0 127,688
TransMontaigne Partners L.P. COM 89376V100 14,610 379,482 SH   SOLE   312,247 0 67,235
TTEC Holdings, Inc. COM 89854H102 2,330 89,978 SH   SOLE   81,294 0 8,684
U.S. Bancorp COM 902973304 102,884 1,948,192 SH   SOLE   1,700,367 0 247,825
UBS Group AG COM H42097107 206 13,114 SH   SOLE   13,114 0 0
UniFirst Corporation COM 904708104 45,734 263,367 SH   SOLE   248,534 0 14,833
Unilever PLC Sponsored ADR COM 904767704 48,393 880,358 SH   SOLE   759,468 0 120,890
Union Pacific Corporation COM 907818108 46,149 283,418 SH   SOLE   244,015 0 39,403
United Parcel Service, Inc. Cl COM 911312106 53,553 458,702 SH   SOLE   395,680 0 63,022
Valero Energy Corporation COM 91913Y100 23,278 204,643 SH   SOLE   178,231 0 26,412
Ventas, Inc. COM 92276F100 45,833 842,835 SH   SOLE   727,649 0 115,186
Verizon Communications Inc. COM 92343V104 56,429 1,056,922 SH   SOLE   902,521 0 154,401
Viad Corp COM 92552R406 5,978 100,895 SH   SOLE   90,969 0 9,926
WageWorks, Inc. COM 930427109 4,099 95,893 SH   SOLE   91,012 0 4,881
Walgreens Boots Alliance Inc COM 931427108 42,496 582,933 SH   SOLE   503,898 0 79,035
Walmart Inc. COM 931142103 65,578 698,309 SH   SOLE   595,895 0 102,414
Wells Fargo & Company COM 949746101 56,407 1,073,197 SH   SOLE   947,854 0 125,343
WesBanco, Inc. COM 950810101 29,242 655,936 SH   SOLE   528,905 0 127,031
Weyerhaeuser Company COM 962166104 36,632 1,135,162 SH   SOLE   987,727 0 147,435
White Mountains Insurance Grou COM G9618E107 71,730 76,645 SH   SOLE   72,725 0 3,920
World Fuel Services Corporatio COM 981475106 28,912 1,044,500 SH   SOLE   980,749 0 63,751
Yum China Holdings, Inc. COM 98850P109 1,226 34,921 SH   SOLE   34,921 0 0