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   14,524,059 136,929 SH   SOLE   85,257 0 51,173
A10 Networks Inc COM 002121101   1,143,553 83,532 SH   SOLE   15,162 0 68,370
Abbott Laboratories COM 002824100   384,171 3,380 SH   SOLE   3,380 0 0
AbbVie Inc COM 00287Y109   39,813,980 218,638 SH   SOLE   136,479 0 81,398
Abercrombie & Fitch Co COM 002896207   37,227,648 297,037 SH   SOLE   183,294 0 112,726
ABM Industries Inc COM 000957100   3,946,193 88,440 SH   SOLE   55,446 0 20,915
Accenture plc COM G1151C101   9,122,429 26,319 SH   SOLE   26,319 0 0
Acco Brands Corp COM 00081T108   944,634 168,384 SH   SOLE   29,656 0 138,728
ACI Worldwide Inc COM 004498101   3,044,626 91,678 SH   SOLE   58,126 0 21,655
Acuity Brands Inc COM 00508Y102   14,022,332 52,180 SH   SOLE   32,403 0 19,598
Adeia Inc COM 00676P107   1,092,328 100,030 SH   SOLE   17,617 0 82,413
Adobe Inc COM 00724F101   427,396 847 SH   SOLE   847 0 0
Adtalem Global Education Inc COM 00737L103   8,976,753 174,645 SH   SOLE   111,560 0 48,637
Advansix Inc COM 00773T101   769,311 26,899 SH   SOLE   4,626 0 22,273
AECOM COM 00766T100   4,831,911 49,265 SH   SOLE   9,370 0 39,895
AerCap Holdings NV COM N00985106   2,033,433 23,397 SH   SOLE   23,397 0 0
Affiliated Managers Group COM 008252108   1,261,552 7,533 SH   SOLE   1,477 0 6,056
AGCO Corp COM 001084102   14,533,336 118,138 SH   SOLE   73,278 0 44,438
Air Lease Corp Cl A COM 00912X302   5,255,882 102,175 SH   SOLE   64,923 0 23,766
Alaska Air Group Inc COM 011659109   1,648,022 38,335 SH   SOLE   38,335 0 0
Alight Inc Cl A COM 01626W101   5,004,677 508,089 SH   SOLE   508,089 0 0
Allete Inc COM 018522300   1,899,534 31,850 SH   SOLE   5,610 0 26,240
Alliant Energy Corp COM 018802108   4,164,754 82,634 SH   SOLE   82,634 0 0
Allison Transmission Holdings COM 01973R101   23,025,092 283,700 SH   SOLE   176,720 0 92,707
Ally Financial Inc COM 02005N100   52,889,542 1,303,019 SH   SOLE   914,869 0 384,420
Alpha & Omega Semiconductor Lt COM G6331P104   1,343,140 60,941 SH   SOLE   10,851 0 50,090
Alpha Metallurgical Resource I COM 020764106   1,420,057 4,288 SH   SOLE   755 0 3,533
Alphabet Inc Cap Stock Cl A COM 02079K305   12,307,436 81,544 SH   SOLE   81,544 0 0
Amazon.com Inc COM 023135106   2,632,826 14,596 SH   SOLE   14,596 0 0
Amcor PLC COM G0250X107   8,219,721 864,324 SH   SOLE   534,506 0 326,743
Amdocs Ltd COM G02602103   82,115,243 908,656 SH   SOLE   548,593 0 357,080
American Eagle Outfitters Inc COM 02553E106   2,438,496 94,552 SH   SOLE   16,653 0 77,899
American Express Co COM 025816109   256,607 1,127 SH   SOLE   1,127 0 0
American Tower Corp COM 03027X100   14,033,237 71,022 SH   SOLE   71,022 0 0
Ameriprise Financial Inc COM 03076C106   40,112,875 91,490 SH   SOLE   56,755 0 34,405
Amgen Inc COM 031162100   244,515 860 SH   SOLE   860 0 0
Amicus Therapeutics Inc COM 03152W109   2,444,174 207,485 SH   SOLE   135,002 0 46,349
AMN Healthcare Services Inc COM 001744101   4,033,583 64,527 SH   SOLE   40,458 0 15,347
Andersons Inc COM 034164103   1,225,825 21,367 SH   SOLE   3,763 0 17,604
ANI Pharmaceuticals Inc COM 00182C103   5,589,921 80,861 SH   SOLE   41,018 0 31,876
APA Corporation COM 03743Q108   13,224,061 384,644 SH   SOLE   384,644 0 0
Apogee Enterprises Inc COM 037598109   806,600 13,625 SH   SOLE   2,396 0 11,229
Apple Inc COM 037833100   87,160,369 508,283 SH   SOLE   323,097 0 183,513
Applied Industrial Technologie COM 03820C105   3,703,272 18,746 SH   SOLE   3,291 0 15,455
Applied Materials Inc COM 038222105   84,737,020 410,886 SH   SOLE   253,510 0 155,929
Aramark COM 03852U106   2,650,738 81,511 SH   SOLE   14,356 0 67,155
Arch Capital Group Ltd COM G0450A105   15,445,615 167,088 SH   SOLE   167,088 0 0
Arch Resources Inc COM 03940R107   5,516,544 34,309 SH   SOLE   20,855 0 8,684
Ardmore Shipping Corp COM Y0207T100   1,460,641 88,955 SH   SOLE   16,055 0 72,900
Arista Networks Inc COM 040413106   84,807,551 292,460 SH   SOLE   180,100 0 111,405
Assurant Inc COM 04621X108   4,132,809 21,955 SH   SOLE   21,955 0 0
AT&T Inc COM 00206R102   203,245 11,548 SH   SOLE   11,548 0 0
Atkore Intl Group Inc COM 047649108   20,578,487 108,103 SH   SOLE   77,677 0 30,136
Autoliv Inc COM 052800109   13,149,752 109,190 SH   SOLE   67,960 0 40,840
Automatic Data Processing Inc COM 053015103   214,776 860 SH   SOLE   860 0 0
AutoZone Inc COM 053332102   41,948,462 13,310 SH   SOLE   8,254 0 5,010
AvalonBay Communities Inc COM 053484101   2,197,958 11,845 SH   SOLE   11,845 0 0
Avantor Inc COM 05352A100   3,822,357 149,486 SH   SOLE   149,486 0 0
Avient Corporation COM 05368V106   4,755,989 109,585 SH   SOLE   69,237 0 25,570
Axalta Coating Systems Ltd COM G0750C108   3,786,408 110,102 SH   SOLE   20,082 0 90,020
Axis Capital Holdings Ltd COM G0692U109   18,989,872 292,062 SH   SOLE   196,983 0 69,454
Baker Hughes Company COM 05722G100   20,187,168 602,602 SH   SOLE   372,657 0 227,856
Bank of America Corp COM 060505104   438,128 11,554 SH   SOLE   11,554 0 0
Bank of NT Butterfield & Son L COM G0772R208   817,856 25,566 SH   SOLE   4,688 0 20,878
Beacon Roofing Supply Inc COM 073685109   7,118,311 72,621 SH   SOLE   45,395 0 17,634
Belden Inc COM 077454106   5,472,325 59,090 SH   SOLE   37,216 0 14,119
Berkshire Hathaway Inc COM 084670702   16,522,231 39,290 SH   SOLE   39,290 0 0
Berry Global Group Inc COM 08579W103   7,994,669 132,187 SH   SOLE   81,763 0 49,946
Berry Pete Corp COM 08579X101   550,153 68,342 SH   SOLE   12,037 0 56,305
Biogen Inc COM 09062X103   39,142,020 181,524 SH   SOLE   112,039 0 68,891
BlackRock Inc COM 09247X101   244,274 293 SH   SOLE   293 0 0
Bloomin' Brands Inc COM 094235108   5,735,512 199,983 SH   SOLE   126,795 0 46,902
Blue Bird Corp COM 095306106   1,133,215 29,557 SH   SOLE   5,158 0 24,399
Boise Cascade Co COM 09739D100   16,560,586 107,978 SH   SOLE   62,270 0 45,352
Booking Holdings Inc COM 09857L108   282,975 78 SH   SOLE   78 0 0
Booz Allen Hamilton Holding Co COM 099502106   83,498,242 562,505 SH   SOLE   345,696 0 214,975
BorgWarner Inc COM 099724106   14,244,616 410,035 SH   SOLE   253,003 0 155,556
Boston Beer Inc COM 100557107   1,877,663 6,168 SH   SOLE   1,142 0 5,026
Boston Scientific Corp COM 101137107   218,141 3,185 SH   SOLE   3,185 0 0
Box Inc Cl A COM 10316T104   1,909,448 67,424 SH   SOLE   11,990 0 55,434
BP p.l.c. COM 055622104   18,720,102 496,818 SH   SOLE   308,411 0 186,610
Brinker Intl Inc COM 109641100   1,586,829 31,941 SH   SOLE   5,626 0 26,315
Bristol-Myers Squibb Co COM 110122108   246,963 4,554 SH   SOLE   4,554 0 0
Bristow Group Inc COM 11040G103   1,344,904 49,445 SH   SOLE   8,941 0 40,504
Broadcom Inc COM 11135F101   975,502 736 SH   SOLE   736 0 0
Brown & Brown Inc COM 115236101   5,852,924 66,860 SH   SOLE   66,860 0 0
Builders FirstSource Inc COM 12008R107   16,682,749 79,994 SH   SOLE   48,310 0 31,546
Byline Bancorp Inc COM 124411109   695,170 32,006 SH   SOLE   5,298 0 26,708
Cabot Corp COM 127055101   4,474,282 48,528 SH   SOLE   30,603 0 11,520
CACI International Inc COM 127190304   2,445,726 6,456 SH   SOLE   1,196 0 5,260
Cadence Bank Com COM 12740C103   10,294,594 354,986 SH   SOLE   223,389 0 86,070
Cadence Design Systems Inc COM 127387108   84,176,960 270,422 SH   SOLE   166,289 0 103,208
Cal-Maine Foods Inc COM 128030202   5,038,384 85,614 SH   SOLE   54,185 0 20,226
California Resources Corp Stoc COM 13057Q305   1,046,680 18,996 SH   SOLE   3,376 0 15,620
Cannae Holdings Inc COM 13765N107   7,344,493 330,238 SH   SOLE   208,435 0 78,675
Capital Bancorp Inc MD Com COM 139737100   2,242,496 107,657 SH   SOLE   68,476 0 25,155
Cardinal Health Inc COM 14149Y108   40,794,824 364,565 SH   SOLE   225,722 0 137,581
Carlisle Cos Inc COM 142339100   23,189,683 59,180 SH   SOLE   44,785 0 14,271
CarMax Inc COM 143130102   10,619,841 121,913 SH   SOLE   121,913 0 0
Carter's Inc COM 146229109   1,736,617 20,508 SH   SOLE   3,877 0 16,631
Caseys General Stores Inc COM 147528103   44,722,800 140,439 SH   SOLE   87,338 0 52,612
Caterpillar Inc COM 149123101   349,941 955 SH   SOLE   955 0 0
Cathay General Bancorp COM 149150104   5,008,314 132,390 SH   SOLE   72,119 0 45,898
Cboe Global Markets Inc COM 12503M108   2,001,738 10,895 SH   SOLE   2,080 0 8,815
Cencora Inc Com COM 03073E105   39,821,930 163,883 SH   SOLE   101,709 0 61,598
Centene Corp COM 15135B101   40,105,870 511,033 SH   SOLE   315,541 0 193,777
Charles Schwab Corp COM 808513105   215,790 2,983 SH   SOLE   2,983 0 0
Chegg Inc COM 163092109   908,241 119,979 SH   SOLE   21,025 0 98,954
Chesapeake Energy Corp COM 165167735   21,721,511 244,529 SH   SOLE   140,923 0 102,817
Chesapeake Utilities Corp COM 165303108   4,586,646 42,746 SH   SOLE   26,848 0 10,182
Chevron Corp COM 166764100   461,547 2,926 SH   SOLE   2,926 0 0
Chubb Limited COM H1467J104   203,676 786 SH   SOLE   786 0 0
Cinemark Holdings Inc COM 17243V102   1,598,378 88,947 SH   SOLE   15,667 0 73,280
Cisco Systems Inc COM 17275R102   387,352 7,761 SH   SOLE   7,761 0 0
Citigroup Inc COM 172967424   43,411,225 686,452 SH   SOLE   427,792 0 256,387
Clearwater Paper Corp COM 18538R103   5,113,305 116,929 SH   SOLE   73,193 0 27,704
CMS Energy Corp COM 125896100   4,350,273 72,096 SH   SOLE   72,096 0 0
CNX Resources Corp COM 12653C108   6,650,115 280,359 SH   SOLE   151,600 0 98,296
Cohu Inc COM 192576106   1,558,411 46,757 SH   SOLE   8,675 0 38,082
Collegium Pharmaceutical Inc COM 19459J104   1,673,763 43,116 SH   SOLE   7,594 0 35,522
Columbia Sportswear Co COM 198516106   3,602,931 44,382 SH   SOLE   27,399 0 11,030
Columbus McKinnon Corporation COM 199333105   1,478,369 33,125 SH   SOLE   5,846 0 27,279
Comcast Corp COM 20030N101   356,077 8,214 SH   SOLE   8,214 0 0
Comerica Inc COM 200340107   3,697,747 67,244 SH   SOLE   52,069 0 0
Commerce Bancshares Inc COM 200525103   1,650,158 31,018 SH   SOLE   5,596 0 25,422
Commercial Metals Co COM 201723103   10,404,465 177,037 SH   SOLE   95,966 0 80,540
Community Trust Bancorp Inc COM 204149108   706,455 16,564 SH   SOLE   2,843 0 13,721
CommVault Systems Inc COM 204166102   1,756,768 17,320 SH   SOLE   3,020 0 14,300
ConocoPhillips COM 20825C104   274,034 2,153 SH   SOLE   2,153 0 0
Corecivic Inc COM 21871N101   1,247,614 79,924 SH   SOLE   14,076 0 65,848
Corpay Inc COM 219948106   87,708,357 284,269 SH   SOLE   174,539 0 108,748
Corporate Office Properties Tr COM 22002T108   7,607,121 314,734 SH   SOLE   196,094 0 76,557
Costco Wholesale Corp COM 22160K105   572,917 782 SH   SOLE   782 0 0
Cracker Barrel Old Country Sto COM 22410J106   1,563,331 21,495 SH   SOLE   3,848 0 17,647
Credit Acceptance Corp COM 225310101   1,380,530 2,503 SH   SOLE   489 0 2,014
Cross Country Healthcare Inc COM 227483104   1,434,944 76,653 SH   SOLE   13,500 0 63,153
Crossfirst Bankshares Inc COM 22766M109   674,991 48,771 SH   SOLE   8,291 0 40,480
CSG Systems Intl Inc COM 126349109   1,209,386 23,465 SH   SOLE   4,072 0 19,393
Cummins Inc COM 231021106   14,540,683 49,349 SH   SOLE   30,926 0 18,252
Curtiss-Wright Corp COM 231561101   4,543,703 17,753 SH   SOLE   11,137 0 4,200
CVS Health Corp COM 126650100   229,230 2,874 SH   SOLE   2,874 0 0
D.R. Horton Inc COM 23331A109   44,674,667 271,496 SH   SOLE   169,360 0 101,194
Danaher Corp COM 235851102   333,376 1,335 SH   SOLE   1,335 0 0
DaVita Inc COM 23918K108   46,140,589 334,231 SH   SOLE   190,842 0 142,326
Deckers Outdoor Corp COM 243537107   44,871,747 47,672 SH   SOLE   29,467 0 18,048
Deere & Co COM 244199105   225,907 550 SH   SOLE   550 0 0
Delek US Holdings Inc Com COM 24665A103   735,885 23,939 SH   SOLE   4,216 0 19,723
Diageo PLC Sp ADR COM 25243Q205   5,288,451 35,555 SH   SOLE   35,555 0 0
Diamondback Energy Inc COM 25278X109   5,964,719 30,099 SH   SOLE   30,099 0 0
Dicks Sporting Goods Inc COM 253393102   42,223,311 187,776 SH   SOLE   116,271 0 70,857
Dillard's Inc COM 254067101   48,692,586 103,241 SH   SOLE   61,464 0 41,412
Diodes Inc COM 254543101   6,060,110 85,959 SH   SOLE   54,144 0 20,649
Dollar General Corp COM 256677105   17,103,708 109,597 SH   SOLE   109,597 0 0
Donnelley Financial Solutions COM 25787G100   4,085,404 65,883 SH   SOLE   41,241 0 16,007
Douglas Dynamics Inc COM 25960R105   5,033,024 208,666 SH   SOLE   130,664 0 50,626
Dover Corp COM 260003108   29,982,675 169,212 SH   SOLE   138,400 0 30,545
DROPBOX INC COM 26210C104   3,051,788 125,588 SH   SOLE   23,103 0 102,485
Dt Midstream Inc Common Stock COM 23345M107   3,034,226 49,660 SH   SOLE   49,660 0 0
Duke Energy Corp COM 26441C204   13,061,749 135,061 SH   SOLE   83,680 0 50,933
DXC Technology Co COM 23355L106   2,016,647 95,080 SH   SOLE   18,528 0 76,552
East West Bancorp Inc COM 27579R104   7,341,724 92,804 SH   SOLE   92,804 0 0
Eastman Chemical Co COM 277432100   11,870,658 118,446 SH   SOLE   61,516 0 56,618
Ecovyst Inc COM 27923Q109   6,270,191 562,349 SH   SOLE   351,698 0 141,103
Edgewell Pers Care Co COM 28035Q102   1,248,304 32,306 SH   SOLE   5,690 0 26,616
Element Solutions Inc COM 28618M106   7,541,912 301,918 SH   SOLE   191,686 0 70,069
Elevance Health Inc COM 036752103   40,307,151 77,732 SH   SOLE   48,124 0 29,347
EMCOR Group Inc COM 29084Q100   19,245,941 54,957 SH   SOLE   28,196 0 26,619
Emerson Electric Co COM 291011104   14,119,543 124,489 SH   SOLE   76,494 0 47,579
Encompass Health Corp COM 29261A100   13,831,324 167,490 SH   SOLE   122,540 0 29,143
Encore Cap Group Inc COM 292554102   586,864 12,867 SH   SOLE   2,249 0 10,618
Energizer Holdings Inc COM 29272W109   1,310,345 44,509 SH   SOLE   7,839 0 36,670
EnerSys COM 29275Y102   7,558,784 80,021 SH   SOLE   50,382 0 19,157
Enovis Corp COM 194014502   10,260,535 164,300 SH   SOLE   139,924 0 15,857
Enstar Group Limited COM G3075P101   1,446,899 4,656 SH   SOLE   856 0 3,800
Envista Holdings Corp COM 29415F104   1,978,163 92,524 SH   SOLE   58,495 0 22,128
EPR Properties COM 26884U109   2,073,130 48,837 SH   SOLE   30,503 0 11,813
EQT Corp COM 26884L109   22,473,910 606,256 SH   SOLE   393,961 0 210,533
Equinix Inc COM 29444U700   3,383,853 4,100 SH   SOLE   4,100 0 0
Equitable Holdings Inc COM 29452E101   3,053,723 80,340 SH   SOLE   14,966 0 65,374
Esab Corporation Com COM 29605J106   14,951,054 135,218 SH   SOLE   111,941 0 14,921
Essent Group Ltd COM G3198U102   1,938,062 32,567 SH   SOLE   5,798 0 26,769
Ethan Allen Interiors Inc COM 297602104   912,648 26,400 SH   SOLE   4,441 0 21,959
Euronet Worldwide Inc COM 298736109   1,920,587 17,471 SH   SOLE   3,203 0 14,268
Evercore Inc Class A COM 29977A105   7,103,104 36,882 SH   SOLE   27,003 0 6,336
Everest Group Ltd COM G3223R108   3,152,970 7,932 SH   SOLE   1,524 0 6,408
Evergy Inc COM 30034W106   12,871,946 241,138 SH   SOLE   149,927 0 90,374
Extra Space Storage Inc COM 30225T102   1,900,563 12,929 SH   SOLE   12,929 0 0
Exxon Mobil Corp COM 30231G102   772,415 6,645 SH   SOLE   6,645 0 0
F.N.B. Corporation COM 302520101   4,982,926 353,399 SH   SOLE   224,124 0 84,191
Federated Hermes Inc Cl B COM 314211103   989,435 27,393 SH   SOLE   4,819 0 22,574
FedEx Corp COM 31428X106   9,569,822 33,029 SH   SOLE   33,029 0 0
Fidelity Natl Financial Inc COM 31620R303   40,824,767 768,828 SH   SOLE   476,377 0 289,803
First Bancorp PR COM 318672706   1,155,465 65,876 SH   SOLE   11,578 0 54,298
First Financial Bancorp OH Com COM 320209109   879,604 39,233 SH   SOLE   6,861 0 32,372
First Financial Corp COM 320218100   619,949 16,174 SH   SOLE   2,964 0 13,210
First Interstate BancSystem In COM 32055Y201   4,105,962 150,899 SH   SOLE   95,212 0 35,394
First Merchants Corp COM 320817109   889,531 25,488 SH   SOLE   4,274 0 21,214
Forrester Research Inc COM 346563109   995,210 46,160 SH   SOLE   8,824 0 37,336
Fortinet Inc COM 34959E109   79,803,157 1,168,250 SH   SOLE   722,044 0 442,083
Fortive Corp COM 34959J108   17,928,891 208,427 SH   SOLE   208,427 0 0
Franklin Resources Inc COM 354613101   40,498,330 1,440,709 SH   SOLE   876,939 0 558,847
Gambling Com Group Limited Ord COM G3R239101   621,817 68,107 SH   SOLE   42,918 0 16,167
Gartner Inc COM 366651107   83,348,610 174,856 SH   SOLE   108,019 0 66,257
Gates Industrial Corp plc COM G39108108   2,755,641 155,598 SH   SOLE   28,178 0 127,420
General Mills Inc COM 370334104   41,776,568 597,064 SH   SOLE   370,426 0 224,511
Genpact Limited COM G3922B107   3,492,799 106,003 SH   SOLE   106,003 0 0
Gentex Corp COM 371901109   13,314,988 368,632 SH   SOLE   228,358 0 139,056
Genuine Parts Co COM 372460105   13,321,346 85,983 SH   SOLE   53,443 0 32,239
GEO Group Inc Com COM 36162J106   1,434,606 101,601 SH   SOLE   17,896 0 83,705
German American Bancorp Inc COM 373865104   3,886,642 112,201 SH   SOLE   70,626 0 26,998
Global Payments Inc COM 37940X102   14,915,119 111,590 SH   SOLE   111,590 0 0
GoDaddy Inc COM 380237107   4,082,829 34,402 SH   SOLE   34,402 0 0
Great Southern Bancorp Inc COM 390905107   650,878 11,873 SH   SOLE   2,124 0 9,749
Greif Inc COM 397624107   996,806 14,436 SH   SOLE   2,494 0 11,942
Guess Inc COM 401617105   1,281,553 40,723 SH   SOLE   7,172 0 33,551
Gulfport Energy Corp Common Sh COM 402635502   893,790 5,582 SH   SOLE   983 0 4,599
H & E Equipment Services Inc COM 404030108   4,915,610 76,591 SH   SOLE   48,095 0 18,516
H&R Block Inc COM 093671105   2,428,981 49,460 SH   SOLE   9,325 0 40,135
Halliburton Co COM 406216101   20,544,876 521,179 SH   SOLE   320,252 0 199,172
Hancock Whitney Corp COM 410120109   4,447,280 96,596 SH   SOLE   61,275 0 22,951
Harley-Davidson Inc COM 412822108   2,317,214 52,977 SH   SOLE   10,052 0 42,925
HCA Healthcare Inc COM 40412C101   49,458,497 148,288 SH   SOLE   103,051 0 44,807
Helmerich & Payne Inc COM 423452101   7,005,093 166,550 SH   SOLE   105,598 0 38,972
Hewlett Packard Enterprise Co COM 42824C109   5,111,789 288,313 SH   SOLE   53,627 0 234,686
Hologic Inc COM 436440101   46,227,863 592,969 SH   SOLE   337,333 0 253,833
Home Bancshares Inc COM 436893200   2,379,064 96,828 SH   SOLE   60,182 0 23,433
Honeywell Intl Inc COM 438516106   274,009 1,335 SH   SOLE   1,335 0 0
Independent Bank Corp COM 453838609   665,767 26,263 SH   SOLE   5,168 0 21,095
Ingevity Corp COM 45688C107   6,557,987 137,484 SH   SOLE   79,207 0 43,062
Ingredion Inc COM 457187102   7,881,999 67,454 SH   SOLE   41,705 0 25,512
Innovative Industrial Properti COM 45781V101   6,150,276 59,400 SH   SOLE   37,275 0 14,144
Installed Building Prods Inc COM 45780R101   10,748,679 41,544 SH   SOLE   20,121 0 17,741
Integra Lifesciences Hldgs Cp COM 457985208   3,828,210 107,989 SH   SOLE   68,615 0 25,345
International Paper Co COM 460146103   11,433,016 293,004 SH   SOLE   149,351 0 142,866
Intl Business Machines Corp COM 459200101   339,909 1,780 SH   SOLE   1,780 0 0
Intuit Inc COM 461202103   81,708,900 125,706 SH   SOLE   77,617 0 47,644
Ipg Photonics Corp COM 44980X109   7,063,119 77,882 SH   SOLE   49,129 0 18,500
Jacobs Solutions Inc COM 46982L108   13,610,947 88,538 SH   SOLE   54,930 0 33,312
Janus Henderson Group PLC COM G4474Y214   1,254,425 38,140 SH   SOLE   7,387 0 30,753
Jefferies Financial Group Inc COM 47233W109   1,724,442 39,103 SH   SOLE   7,147 0 31,956
Johnson & Johnson COM 478160104   681,799 4,310 SH   SOLE   4,310 0 0
Johnson Controls Intl plc COM G51502105   9,624,706 147,347 SH   SOLE   147,347 0 0
JPMorgan Chase & Co COM 46625H100   946,418 4,725 SH   SOLE   4,725 0 0
Kb Home Com COM 48666K109   45,566,555 642,869 SH   SOLE   383,146 0 257,614
KBR Inc COM 48242W106   4,192,329 65,855 SH   SOLE   12,004 0 53,851
KLA-Tencor Corp COM 482480100   85,377,130 122,217 SH   SOLE   75,286 0 46,517
Knight-Swift Trans Holdings In COM 499049104   13,278,747 241,344 SH   SOLE   150,224 0 90,288
Korn Ferry COM 500643200   6,444,743 98,004 SH   SOLE   52,026 0 35,994
L3harris Technologies Inc COM 502431109   8,598,798 40,351 SH   SOLE   40,351 0 0
Laboratory Corp of America Hol COM 50540R409   38,213,023 174,920 SH   SOLE   108,118 0 66,209
Lam Research Corp COM 512807108   86,165,629 88,687 SH   SOLE   54,958 0 33,433
Lamar Advertising Co COM 512816109   2,915,276 24,414 SH   SOLE   24,414 0 0
Landstar System Inc COM 515098101   3,378,890 17,529 SH   SOLE   3,221 0 14,308
Lear Corp COM 521865204   13,558,160 93,582 SH   SOLE   58,066 0 35,198
Leidos Holdings Inc COM 525327102   5,122,473 39,076 SH   SOLE   6,899 0 32,177
Lennar Corp COM 526057104   46,331,412 269,400 SH   SOLE   166,819 0 101,689
Leslies Inc COM 527064109   2,842,522 437,311 SH   SOLE   274,945 0 105,356
Light & Wonder Inc COM 80874P109   40,761,066 399,266 SH   SOLE   247,206 0 150,679
Lilly Eli and Co COM 532457108   661,266 850 SH   SOLE   850 0 0
Littelfuse Inc COM 537008104   11,193,419 46,187 SH   SOLE   38,804 0 4,751
LKQ Corp COM 501889208   8,498,546 159,119 SH   SOLE   159,119 0 0
Lockheed Martin Corp COM 539830109   211,969 466 SH   SOLE   466 0 0
Lowe's Cos Inc COM 548661107   8,002,343 31,415 SH   SOLE   31,415 0 0
LSB Industries Inc COM 502160104   817,374 93,095 SH   SOLE   16,446 0 76,649
Lsi Industries Inc COM 50216C108   1,339,904 88,618 SH   SOLE   15,377 0 73,241
Lucid Group Inc COM 549498103   32,003 11,229 SH   SOLE   11,229 0 0
LyondellBasell Industries N.V. COM N53745100   7,995,739 78,175 SH   SOLE   48,652 0 29,253
Magnite Inc COM 55955D100   1,120,892 104,269 SH   SOLE   18,191 0 86,078
Magnolia Oil & Gas Corp Cl A COM 559663109   5,117,521 197,207 SH   SOLE   124,772 0 46,142
Marathon Oil Corp COM 565849106   21,457,348 757,140 SH   SOLE   468,990 0 285,453
Marcus Corp COM 566330106   895,671 62,810 SH   SOLE   11,699 0 51,111
Markel Group Inc COM 570535104   20,689,085 13,598 SH   SOLE   13,598 0 0
Marriott Intl Inc COM 571903202   43,619,605 172,881 SH   SOLE   107,301 0 64,977
Marriott Vacations Worldwide C COM 57164Y107   6,992,323 64,906 SH   SOLE   48,492 0 10,500
Masco Corp COM 574599106   14,384,005 182,353 SH   SOLE   112,276 0 69,486
Masterbrand Inc Common Stock COM 57638P104   1,177,940 62,857 SH   SOLE   11,071 0 51,786
Mastercard Incorporated COM 57636Q104   674,680 1,401 SH   SOLE   1,401 0 0
Mastercraft Boat Hldgs Inc COM 57637H103   3,143,565 132,528 SH   SOLE   83,197 0 31,990
Matador Resources Co COM 576485205   4,776,326 71,534 SH   SOLE   45,383 0 16,623
Matthews Intl Corp Cl A COM 577128101   1,389,680 44,713 SH   SOLE   7,875 0 36,838
MaxLinear Inc COM 57776J100   1,556,835 83,387 SH   SOLE   14,686 0 68,701
McKesson Corp COM 58155Q103   40,278,781 75,028 SH   SOLE   46,507 0 28,257
Medtronic plc COM G5960L103   254,478 2,920 SH   SOLE   2,920 0 0
Mercantile Bank Corp COM 587376104   682,004 17,719 SH   SOLE   3,485 0 14,234
Merchants Bancorp Ind Com COM 58844R108   827,156 19,156 SH   SOLE   3,232 0 15,924
Meritage Homes Corp COM 59001A102   7,061,212 40,244 SH   SOLE   25,663 0 9,364
Meta Platforms Inc COM 30303M102   1,774,795 3,655 SH   SOLE   3,655 0 0
MetLife Inc COM 59156R108   40,074,019 540,737 SH   SOLE   340,089 0 198,829
MGIC Inv Corp WI COM 552848103   2,108,861 94,314 SH   SOLE   17,310 0 77,004
Micron Technology Inc COM 595112103   101,232,968 858,707 SH   SOLE   537,274 0 318,417
Microsoft Corp COM 594918104   85,771,345 203,868 SH   SOLE   130,758 0 72,403
Midland Sts Bancorp Inc COM 597742105   653,782 26,016 SH   SOLE   4,774 0 21,242
Minerals Technologies Inc COM 603158106   934,451 12,413 SH   SOLE   2,170 0 10,243
Molina Healthcare Inc COM 60855R100   41,027,538 99,865 SH   SOLE   62,129 0 37,396
Molson Coors Brewing Co COM 60871R209   44,507,665 661,824 SH   SOLE   388,836 0 270,786
Moodys Corp COM 615369105   6,018,075 15,312 SH   SOLE   15,312 0 0
Moog Inc COM 615394202   7,244,598 45,378 SH   SOLE   28,080 0 11,067
Mueller Industries Inc COM 624756102   14,217,781 263,634 SH   SOLE   162,718 0 100,048
Murphy Oil Corp COM 626717102   5,280,223 115,541 SH   SOLE   73,296 0 26,846
Murphy USA Inc COM 626755102   46,068,822 109,897 SH   SOLE   65,219 0 44,327
National Storage Affiliates Tr COM 637870106   11,216,990 286,440 SH   SOLE   180,888 0 67,775
Navient Corporation COM 63938C108   762,781 43,838 SH   SOLE   7,722 0 36,116
NetApp Inc COM 64110D104   86,268,230 821,837 SH   SOLE   511,824 0 307,241
NetScout Systems Inc COM 64115T104   1,241,975 56,867 SH   SOLE   9,911 0 46,956
New Fortress Energy Inc Cl A COM 644393100   13,755,680 449,679 SH   SOLE   277,833 0 170,559
New York Times Co Cl A COM 650111107   2,535,328 58,661 SH   SOLE   10,933 0 47,728
Nexstar Media Group Inc COM 65336K103   4,744,522 27,538 SH   SOLE   17,643 0 6,426
NiSource Inc COM 65473P105   4,708,728 170,236 SH   SOLE   29,985 0 140,251
NMI Holdings Inc Cl A COM 629209305   9,166,546 283,443 SH   SOLE   179,002 0 67,146
Nordstrom Inc COM 655664100   2,369,279 116,886 SH   SOLE   21,882 0 95,004
Northwest Bancshares Inc COM 667340103   807,392 69,304 SH   SOLE   11,542 0 57,762
Northwest Nat Holding Co COM 66765N105   1,526,243 41,006 SH   SOLE   7,778 0 33,228
Northwestern Corp COM 668074305   8,593,673 168,735 SH   SOLE   106,306 0 40,345
NRG Energy Inc COM 629377508   14,619,618 215,979 SH   SOLE   133,008 0 82,259
Nucor Corp COM 670346105   8,399,470 42,443 SH   SOLE   26,470 0 15,820
NVIDIA Corp COM 67066G104   3,149,810 3,486 SH   SOLE   3,486 0 0
NVR Inc COM 62944T105   3,337,184 412 SH   SOLE   85 0 327
O'Reilly Automotive Inc COM 67103H107   43,710,233 38,720 SH   SOLE   24,143 0 14,445
O-I Glass Inc Com COM 67098H104   1,143,582 68,932 SH   SOLE   11,827 0 57,105
Oceaneering Intl Inc COM 675232102   1,549,899 66,235 SH   SOLE   11,666 0 54,569
OceanFirst Financial Corp COM 675234108   2,752,811 167,752 SH   SOLE   106,287 0 39,463
OFG Bancorp Com COM 67103X102   857,857 23,305 SH   SOLE   4,091 0 19,214
OGE Energy Corp COM 670837103   12,626,791 368,128 SH   SOLE   227,819 0 139,046
Oil States Intl Inc COM 678026105   1,089,236 176,824 SH   SOLE   31,433 0 145,391
Old Natl Bancorp COM 680033107   1,583,213 90,937 SH   SOLE   16,056 0 74,881
Old Republic Intl Corp COM 680223104   2,510,531 81,723 SH   SOLE   15,123 0 66,600
Olin Corp COM 680665205   1,903,415 32,371 SH   SOLE   6,121 0 26,250
Olympic Steel Inc COM 68162K106   764,016 10,779 SH   SOLE   1,991 0 8,788
ON Semiconductor Corp COM 682189105   1,948,854 26,497 SH   SOLE   26,497 0 0
OneMain Holdings Inc COM 68268W103   15,270,495 298,894 SH   SOLE   218,878 0 51,310
Oracle Corp COM 68389X105   376,453 2,997 SH   SOLE   2,997 0 0
Oshkosh Corp COM 688239201   14,625,490 117,276 SH   SOLE   72,783 0 44,067
OSI Systems Inc COM 671044105   5,380,886 37,676 SH   SOLE   23,477 0 9,261
Ovintiv Inc COM 69047Q102   22,234,168 428,404 SH   SOLE   247,950 0 179,134
Owens Corning COM 690742101   11,448,151 68,634 SH   SOLE   35,005 0 33,440
Oxford Industries Inc COM 691497309   4,800,379 42,708 SH   SOLE   22,502 0 16,065
Pacira Biosciences Inc COM 695127100   1,647,511 56,383 SH   SOLE   9,930 0 46,453
Packaging Corp of America COM 695156109   8,353,166 44,015 SH   SOLE   27,385 0 16,477
Parker-Hannifin Corp COM 701094104   14,239,340 25,620 SH   SOLE   15,954 0 9,578
Patrick Industries Inc COM 703343103   1,226,360 10,265 SH   SOLE   1,827 0 8,438
Patterson-UTI Energy Inc COM 703481101   4,580,219 383,603 SH   SOLE   241,446 0 94,630
Paychex Inc COM 704326107   83,765,809 682,132 SH   SOLE   420,635 0 259,129
PBF Energy Inc COM 69318G106   1,718,983 29,859 SH   SOLE   5,259 0 24,600
Peoples Bancorp Inc COM 709789101   699,003 23,607 SH   SOLE   4,179 0 19,428
PepsiCo Inc COM 713448108   443,825 2,536 SH   SOLE   2,536 0 0
Philip Morris Intl Inc COM 718172109   38,642,384 421,768 SH   SOLE   262,000 0 158,284
Photronics Inc COM 719405102   5,819,788 205,501 SH   SOLE   129,456 0 48,956
Pinnacle Financial Partners In COM 72346Q104   14,358,363 167,191 SH   SOLE   117,481 0 32,658
Pinnacle West Capital Corp COM 723484101   13,224,370 176,962 SH   SOLE   109,278 0 67,069
Piper Sandler Companies COM 724078100   882,487 4,446 SH   SOLE   776 0 3,670
Popular Inc COM 733174700   1,749,996 19,866 SH   SOLE   3,672 0 16,194
Portland General Electric Co COM 736508847   9,582,006 228,143 SH   SOLE   143,946 0 54,559
Post Holdings Inc COM 737446104   42,463,324 399,542 SH   SOLE   234,872 0 163,409
PPL Corp COM 69351T106   12,571,630 456,652 SH   SOLE   284,007 0 171,051
Preferred Bank Los Angeles CA COM 740367404   765,858 9,976 SH   SOLE   1,759 0 8,217
Premier Inc COM 74051N102   2,256,719 102,114 SH   SOLE   18,818 0 83,296
Prestige Consmr Healthcare Inc COM 74112D101   6,018,489 82,945 SH   SOLE   52,614 0 19,311
Primo Water Corporation COM 74167P108   6,645,667 364,946 SH   SOLE   231,655 0 84,526
Principal Financial Group Inc COM 74251V102   2,085,940 24,168 SH   SOLE   4,645 0 19,523
Procter & Gamble Co COM 742718109   667,334 4,113 SH   SOLE   4,113 0 0
Prog Holdings Inc COM 74319R101   4,184,942 121,514 SH   SOLE   60,931 0 49,296
Propetro Holding Corp COM 74347M108   1,274,830 157,776 SH   SOLE   27,161 0 130,615
Prosperity Bancshares Inc COM 743606105   11,858,687 180,278 SH   SOLE   112,978 0 43,467
Prudential Financial Inc COM 744320102   42,055,028 358,220 SH   SOLE   222,947 0 134,023
PulteGroup Inc COM 745867101   50,416,386 417,977 SH   SOLE   246,701 0 169,987
PVH Corp COM 693656100   44,155,196 314,026 SH   SOLE   194,489 0 118,505
QCR Holdings Inc COM 74727A104   4,228,779 69,621 SH   SOLE   38,693 0 23,764
QUALCOMM Inc COM 747525103   369,751 2,184 SH   SOLE   2,184 0 0
Qualys Inc COM 74758T303   2,482,859 14,879 SH   SOLE   2,579 0 12,300
Quanex Building Products Corp COM 747619104   8,630,571 224,579 SH   SOLE   131,729 0 66,316
Quest Diagnostics Inc COM 74834L100   5,265,033 39,554 SH   SOLE   7,284 0 32,270
Quidel Corp COM 219798105   5,488,842 114,494 SH   SOLE   72,722 0 26,845
Ralph Lauren Corp COM 751212101   42,229,665 224,913 SH   SOLE   139,086 0 85,055
Ramaco Resources Inc Cl A COM 75134P600   4,350,698 258,355 SH   SOLE   159,992 0 62,816
Ramaco Resources Inc Cl B COM 75134P501   787,374 62,739 SH   SOLE   30,963 0 20,517
Range Resources Corp COM 75281A109   20,138,933 584,924 SH   SOLE   364,046 0 218,919
RBB Bancorp COM 74930B105   1,285,428 71,373 SH   SOLE   44,837 0 16,676
Regions Financial Corp COM 7591EP100   43,693,662 2,076,695 SH   SOLE   1,223,482 0 846,228
Reliance Inc Com COM 759509102   11,048,325 33,061 SH   SOLE   17,364 0 15,611
Republic Services Inc COM 760759100   13,017,154 67,996 SH   SOLE   67,996 0 0
Rex American Resources Corp COM 761624105   958,734 16,330 SH   SOLE   2,874 0 13,456
Rhythm Pharmaceuticals Inc COM 76243J105   3,200,918 73,873 SH   SOLE   46,276 0 18,553
RingCentral Inc Cl A COM 76680R206   1,750,097 50,377 SH   SOLE   9,522 0 40,855
Royal Caribbean Group COM V7780T103   46,041,502 331,210 SH   SOLE   204,711 0 125,370
Rtx Corporation Com COM 75513E101   271,524 2,784 SH   SOLE   2,784 0 0
Ryder System Inc COM 783549108   13,879,301 115,478 SH   SOLE   71,197 0 43,870
Ryerson Holding Corp COM 783754104   823,866 24,593 SH   SOLE   4,354 0 20,239
Sabra Health Care REIT Inc COM 78573L106   5,274,958 357,140 SH   SOLE   218,800 0 89,061
Salesforce Inc COM 79466L302   520,740 1,729 SH   SOLE   1,729 0 0
Sandy Spring Bancorp Inc COM 800363103   2,041,486 88,071 SH   SOLE   56,467 0 20,338
Sanmina Corporation Com COM 801056102   5,276,346 84,856 SH   SOLE   53,393 0 20,186
SBA Communications Corp COM 78410G104   6,884,992 31,772 SH   SOLE   31,772 0 0
Schlumberger Ltd COM 806857108   7,307,598 133,326 SH   SOLE   133,326 0 0
Science Applications Intl Corp COM 808625107   10,954,585 84,014 SH   SOLE   45,462 0 29,598
Scotts Miracle-Gro Co Cl A COM 810186106   9,022,406 120,960 SH   SOLE   64,293 0 44,118
Sealed Air Corp COM 81211K100   4,527,910 121,718 SH   SOLE   121,718 0 0
Select Med Holdings Corp COM 81619Q105   2,264,355 75,103 SH   SOLE   13,228 0 61,875
Select Water Solutions Inc Cl COM 81617J301   1,219,440 132,117 SH   SOLE   23,217 0 108,900
ServiceNow Inc COM 81762P102   305,722 401 SH   SOLE   401 0 0
Servisfirst Bancshares Inc COM 81768T108   1,749,250 26,360 SH   SOLE   16,647 0 6,413
Shell PLC Spon ADS COM 780259305   19,513,869 291,078 SH   SOLE   180,166 0 109,889
Signet Jewelers Limited COM G81276100   7,709,793 77,044 SH   SOLE   48,687 0 18,234
Six Flags Entertainment Corp COM 83001A102   4,516,459 171,598 SH   SOLE   106,266 0 41,763
SLM Corp COM 78442P106   1,748,931 80,263 SH   SOLE   80,263 0 0
SM Energy Co COM 78454L100   28,206,925 565,836 SH   SOLE   350,288 0 197,526
Smart Global Holdings Inc COM G8232Y101   1,828,319 69,465 SH   SOLE   12,234 0 57,231
Snap-on Inc COM 833034101   14,021,574 47,335 SH   SOLE   29,295 0 17,876
Sonoco Products Co COM 835495102   7,943,456 137,335 SH   SOLE   85,142 0 51,696
South State Corp COM 840441109   10,171,374 119,621 SH   SOLE   82,954 0 24,040
SS&C Technologies Holdings Inc COM 78467J100   3,175,372 49,330 SH   SOLE   9,158 0 40,172
STAG Industrial Inc COM 85254J102   21,868,208 568,892 SH   SOLE   400,600 0 108,351
State Street Corp COM 857477103   40,596,479 525,045 SH   SOLE   324,611 0 198,577
Steel Dynamics Inc COM 858119100   9,036,100 60,960 SH   SOLE   38,008 0 22,746
Stifel Financial Corp COM 860630102   1,542,216 19,729 SH   SOLE   3,746 0 15,983
Stryker Corp COM 863667101   267,329 747 SH   SOLE   747 0 0
Super Micro Computer Inc COM 86800U104   90,005,793 89,112 SH   SOLE   55,570 0 33,231
Sylvamo Corp Common Stock COM 871332102   1,142,128 18,499 SH   SOLE   3,259 0 15,240
Synchrony Financial COM 87165B103   42,015,783 974,392 SH   SOLE   590,289 0 380,771
Synovus Financial Corp COM 87161C501   39,913,060 996,332 SH   SOLE   613,789 0 379,124
Sysco Corp COM 871829107   12,816,211 157,874 SH   SOLE   157,874 0 0
T-Mobile US Inc COM 872590104   13,447,369 82,388 SH   SOLE   50,250 0 31,884
Taylor Morrison Home Corp COM 87724P106   2,251,051 36,208 SH   SOLE   6,416 0 29,792
Td Synnex Corporation COM 87162W100   2,928,611 25,894 SH   SOLE   5,001 0 20,893
Teledyne Technologies Inc COM 879360105   3,628,613 8,452 SH   SOLE   8,452 0 0
Tenet Healthcare Corp New COM 88033G407   49,208,087 468,158 SH   SOLE   266,748 0 199,955
Teradata Corp COM 88076W103   1,840,344 47,591 SH   SOLE   8,889 0 38,702
Tesla Inc COM 88160R101   395,352 2,249 SH   SOLE   2,249 0 0
Tetra Technologies Inc Com COM 88162F105   1,058,464 238,931 SH   SOLE   43,234 0 195,697
Texas Instruments Inc COM 882508104   13,959,796 80,132 SH   SOLE   80,132 0 0
The Cigna Group Com COM 125523100   51,663,051 142,248 SH   SOLE   97,674 0 44,180
The Clorox Co COM 189054109   3,404,401 22,235 SH   SOLE   4,138 0 18,097
The Goldman Sachs Group Inc COM 38141G104   40,568,559 97,126 SH   SOLE   60,802 0 35,976
The Hanover Insurance Group In COM 410867105   9,023,850 66,269 SH   SOLE   42,101 0 15,503
The Hartford Financial Service COM 416515104   40,168,375 389,795 SH   SOLE   241,058 0 147,382
The Home Depot Inc COM 437076102   231,311 603 SH   SOLE   603 0 0
The Odp Corp COM 88337F105   1,235,747 23,294 SH   SOLE   4,111 0 19,183
The Timken Co COM 887389104   16,596,749 189,829 SH   SOLE   102,190 0 87,117
The TJX Cos Inc COM 872540109   261,664 2,580 SH   SOLE   2,580 0 0
The Walt Disney Co COM 254687106   438,661 3,585 SH   SOLE   3,585 0 0
The Western Union Co COM 959802109   42,240,305 3,021,481 SH   SOLE   1,872,598 0 1,139,008
Thermo Fisher Scientific Inc COM 883556102   431,258 742 SH   SOLE   742 0 0
Thermon Group Holdings Inc COM 88362T103   1,619,869 49,507 SH   SOLE   8,719 0 40,788
Toll Brothers Inc COM 889478103   48,730,445 376,675 SH   SOLE   222,231 0 153,215
TOTAL SE SPONSORED ADS COM 89151E109   19,733,493 286,699 SH   SOLE   175,883 0 109,872
TransDigm Group Inc COM 893641100   89,513,919 72,681 SH   SOLE   45,449 0 26,993
TreeHouse Foods Inc COM 89469A104   1,406,056 36,099 SH   SOLE   6,358 0 29,741
Trinet Group Inc COM 896288107   18,935,471 142,920 SH   SOLE   88,483 0 48,686
Trustmark Corp COM 898402102   905,536 32,214 SH   SOLE   5,624 0 26,590
TTM Technologies Inc COM 87305R109   2,659,061 169,908 SH   SOLE   106,089 0 41,312
Turning Point Brands Inc COM 90041L105   857,084 29,252 SH   SOLE   5,217 0 24,035
Ufp Industries Inc COM 90278Q108   8,711,199 70,817 SH   SOLE   43,827 0 26,742
UGI Corp COM 902681105   12,606,541 513,714 SH   SOLE   317,465 0 194,502
Union Pacific Corp COM 907818108   5,785,995 23,527 SH   SOLE   23,527 0 0
United Parcel Service Inc Cl B COM 911312106   220,567 1,484 SH   SOLE   1,484 0 0
United Rentals Inc COM 911363109   14,062,366 19,501 SH   SOLE   12,168 0 7,267
United Therapeutics Corp COM 91307C102   39,178,516 170,549 SH   SOLE   105,673 0 64,286
UnitedHealth Group Inc COM 91324P102   9,785,661 19,781 SH   SOLE   19,781 0 0
Unitil Corp COM 913259107   1,217,713 23,261 SH   SOLE   4,097 0 19,164
Universal Health Services Inc COM 913903100   9,184,854 50,339 SH   SOLE   28,235 0 22,104
Univest Financial Corporation COM 915271100   666,594 32,017 SH   SOLE   5,504 0 26,513
Unum Group COM 91529Y106   43,365,168 808,147 SH   SOLE   479,899 0 325,551
US Foods Holding Corp COM 912008109   6,311,252 116,940 SH   SOLE   116,940 0 0
Valmont Industries Inc COM 920253101   4,821,958 21,123 SH   SOLE   13,384 0 4,971
Varex Imaging Corp COM 92214X106   1,421,049 78,511 SH   SOLE   13,828 0 64,683
Vector Group Ltd COM 92240M108   1,142,010 104,198 SH   SOLE   18,352 0 85,846
Verint Systems Inc COM 92343X100   2,906,990 87,692 SH   SOLE   55,301 0 21,018
Veritex Holdings Inc COM 923451108   2,298,629 112,183 SH   SOLE   70,615 0 26,314
Verizon Communications Inc COM 92343V104   13,934,832 332,098 SH   SOLE   206,137 0 124,922
Vestis Corporation Com COM 29430C102   3,890,517 201,895 SH   SOLE   201,895 0 0
Victory Cap Holdings Inc Cl A COM 92645B103   792,083 18,668 SH   SOLE   3,511 0 15,157
Virtu Financial Inc COM 928254101   832,620 40,576 SH   SOLE   6,689 0 33,887
Visa Inc COM 92826C839   748,772 2,683 SH   SOLE   2,683 0 0
Vista Outdoor Inc COM 928377100   1,132,320 34,543 SH   SOLE   5,959 0 28,584
Vistra Energy Corp COM 92840M102   19,704,890 282,913 SH   SOLE   143,849 0 138,339
Vontier Corporation COM 928881101   14,565,096 321,100 SH   SOLE   199,908 0 120,130
Wabash Natl Corp COM 929566107   1,083,678 36,195 SH   SOLE   6,648 0 29,547
Walmart Inc COM 931142103   467,100 7,763 SH   SOLE   7,763 0 0
Waste Management Inc COM 94106L109   6,664,561 31,267 SH   SOLE   31,267 0 0
Wells Fargo & Co COM 949746101   42,320,885 730,174 SH   SOLE   453,681 0 274,099
WESCO Intl Inc COM 95082P105   4,766,209 27,827 SH   SOLE   4,749 0 23,078
Westlake Corporation COM 960413102   10,898,155 71,323 SH   SOLE   37,416 0 33,705
Wintrust Financial Corp COM 97650W108   1,734,127 16,612 SH   SOLE   3,050 0 13,562
World Acceptance Corp COM 981419104   649,655 4,481 SH   SOLE   789 0 3,692
Worthington Industries Inc COM 981811102   5,409,467 86,927 SH   SOLE   46,313 0 31,522
Worthington Stl Inc COM 982104101   2,345,629 65,429 SH   SOLE   41,704 0 15,173
WSFS Financial Corp COM 929328102   2,876,998 63,735 SH   SOLE   40,617 0 15,142
Wynn Resorts Ltd COM 983134107   3,893,123 38,082 SH   SOLE   7,118 0 30,964
Xerox Corp COM 98421M106   2,194,504 122,598 SH   SOLE   21,444 0 101,154
Yeti Holdings Inc COM 98585X104   3,916,333 101,591 SH   SOLE   63,565 0 24,655
Zebra Technologies Corp COM 989207105   1,163,558 3,860 SH   SOLE   3,860 0 0
Ziff Davis Inc Com COM 48123V102   1,320,499 20,947 SH   SOLE   3,654 0 17,293
Zimmer Biomet Holdings Inc COM 98956P102   12,850,233 97,365 SH   SOLE   97,365 0 0
Zions Bancorporation COM 989701107   40,316,344 928,948 SH   SOLE   577,621 0 348,003