The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Company COM 88579Y101 229 1,152 SH   SOLE   1,152 0 0
A10 Networks, Inc. COM 002121101 209 18,543 SH   SOLE   18,543 0 0
Abbott Laboratories COM 002824100 379 3,273 SH   SOLE   3,273 0 0
AbbVie, Inc. COM 00287Y109 32,009 284,172 SH   SOLE   200,255 0 83,917
Acadia Healthcare Company, Inc. COM 00404A109 234 3,727 SH   SOLE   3,727 0 0
Accenture Plc Class A SHS CLASS A G1151C101 62,015 210,371 SH   SOLE   149,566 0 60,805
Acuity Brands, Inc. COM 00508Y102 18,739 100,193 SH   SOLE   71,315 0 28,878
Adobe Inc. COM 00724F101 67,041 114,474 SH   SOLE   81,474 0 33,000
Adtalem Global Education Inc. COM 00737L103 59,896 1,680,574 SH   SOLE   1,113,718 0 566,856
AECOM COM 00766T100 6,833 107,919 SH   SOLE   85,500 0 22,419
AerCap Holdings NV SHS N00985106 28,377 554,126 SH   SOLE   344,064 0 210,062
Affiliated Managers Group, Inc. COM 008252108 203 1,314 SH   SOLE   1,314 0 0
AGCO Corporation COM 001084102 18,449 141,498 SH   SOLE   100,495 0 41,003
Alaska Air Group, Inc. COM 011659109 15,576 258,269 SH   SOLE   158,284 0 99,985
Alcoa Corporation COM 013872106 422 11,468 SH   SOLE   11,468 0 0
Alleghany Corporation COM 017175100 304 455 SH   SOLE   455 0 0
Alliance Data Systems Corporation COM 018581108 373 3,580 SH   SOLE   3,580 0 0
Allison Transmission Holdings, Inc. COM 01973R101 17,868 449,634 SH   SOLE   317,104 0 132,530
Ally Financial Inc COM 02005N100 118,743 2,382,492 SH   SOLE   1,636,606 0 745,886
Alphabet Inc. Class C CAP STK CL C 02079K107 2,361 942 SH   SOLE   942 0 0
Altice USA, Inc. Class A CL A 02156K103 79,169 2,318,965 SH   SOLE   1,511,923 0 807,042
Amazon.com, Inc. COM 023135106 1,944 565 SH   SOLE   565 0 0
Amdocs Limited SHS G02602103 482 6,234 SH   SOLE   6,234 0 0
American Eagle Outfitters, Inc. COM 02553E106 29,809 794,281 SH   SOLE   559,913 0 234,368
American Financial Group, Inc. COM 025932104 26,571 213,046 SH   SOLE   132,145 0 80,901
American International Group, Inc. COM NEW 026874784 7,342 154,236 SH   SOLE   154,236 0 0
American Tower Corporation COM 03027X100 16,147 59,774 SH   SOLE   59,774 0 0
Ameriprise Financial, Inc. COM 03076C106 33,331 133,923 SH   SOLE   95,389 0 38,534
AmerisourceBergen Corporation COM 03073E105 30,250 264,219 SH   SOLE   186,975 0 77,244
Amgen Inc. COM 031162100 32,066 131,552 SH   SOLE   93,815 0 37,737
Amneal Pharmaceuticals, Inc. Class A COM 03168L105 95 18,602 SH   SOLE   18,602 0 0
Amphenol Corporation Class A CL A 032095101 61,041 892,284 SH   SOLE   632,311 0 259,973
APA Corp. COM 03743Q108 38,249 1,768,335 SH   SOLE   1,159,360 0 608,975
Apple Inc. COM 037833100 64,980 474,443 SH   SOLE   341,940 0 132,503
Applied Industrial Technologies, Inc. COM 03820C105 468 5,144 SH   SOLE   5,144 0 0
Applied Materials, Inc. COM 038222105 64,811 455,136 SH   SOLE   321,539 0 133,597
Aptiv PLC COM G6095L109 19,832 126,052 SH   SOLE   89,389 0 36,663
ArcBest Corporation COM 03937C105 333 5,722 SH   SOLE   5,722 0 0
Arch Capital Group Ltd. ORD G0450A105 47,077 1,208,956 SH   SOLE   855,959 0 352,997
Archer-Daniels-Midland Company COM 039483102 8,608 142,049 SH   SOLE   100,500 0 41,549
Argo Group International Holdings, Ltd. COM G0464B107 13,653 263,410 SH   SOLE   200,115 0 63,295
Arrow Electronics, Inc. COM 042735100 524 4,601 SH   SOLE   4,601 0 0
Ashland Global Holdings, Inc. COM 044186104 35,148 401,690 SH   SOLE   250,237 0 151,453
Assurant, Inc. COM 04621X108 36,205 231,814 SH   SOLE   143,342 0 88,472
AT&T Inc. COM 00206R102 314 10,901 SH   SOLE   10,901 0 0
Atkore Inc COM 047649108 532 7,491 SH   SOLE   7,491 0 0
Autoliv Inc. COM 052800109 18,449 188,716 SH   SOLE   133,784 0 54,932
AutoNation, Inc. COM 05329W102 27,694 292,103 SH   SOLE   207,784 0 84,319
AutoZone, Inc. COM 053332102 30,434 20,395 SH   SOLE   14,420 0 5,975
AvalonBay Communities, Inc. COM 053484101 26,693 127,907 SH   SOLE   79,076 0 48,831
Avnet, Inc. COM 053807103 362 9,026 SH   SOLE   9,026 0 0
Axis Capital Holdings Limited SHS G0692U109 54,692 1,115,928 SH   SOLE   761,099 0 354,829
BancFirst Corporation COM 05945F103 4,295 68,805 SH   SOLE   52,801 0 16,004
BancorpSouth Bank COM 05971J102 23,494 829,288 SH   SOLE   629,535 0 199,753
Bank of America Corp COM 060505104 33,649 816,125 SH   SOLE   582,616 0 233,509
Beacon Roofing Supply, Inc. COM 073685109 12,515 235,023 SH   SOLE   180,159 0 54,864
Belden Inc. COM 077454106 7,921 156,628 SH   SOLE   120,545 0 36,083
Benchmark Electronics, Inc. COM 08160H101 224 7,858 SH   SOLE   7,858 0 0
Berkshire Hathaway Inc. Class B CL B NEW 084670702 16,335 58,777 SH   SOLE   58,777 0 0
Berry Global Group Inc COM 08579W103 8,801 134,947 SH   SOLE   95,749 0 39,198
Blackbaud, Inc. COM 09227Q100 268 3,506 SH   SOLE   3,506 0 0
Bloomin' Brands, Inc. COM 094235108 8,682 319,893 SH   SOLE   243,854 0 76,039
Blucora, Inc. COM 095229100 174 10,073 SH   SOLE   10,073 0 0
BorgWarner Inc. COM 099724106 18,811 387,527 SH   SOLE   274,567 0 112,960
Boyd Gaming Corporation COM 103304101 29,857 485,559 SH   SOLE   342,999 0 142,560
BP p.l.c. Sponsored ADR SPONSORED ADR 055622104 16,201 613,195 SH   SOLE   433,700 0 179,495
Bristol-Myers Squibb Company COM 110122108 295 4,417 SH   SOLE   4,417 0 0
Broadcom Inc. COM 11135F101 321 674 SH   SOLE   674 0 0
Brunswick Corporation COM 117043109 28,136 282,430 SH   SOLE   201,785 0 80,645
Cabot Corporation COM 127055101 6,976 122,545 SH   SOLE   94,308 0 28,237
CACI International Inc Class A CL A 127190304 372 1,460 SH   SOLE   1,460 0 0
Cadence Design Systems, Inc. COM 127387108 61,978 452,991 SH   SOLE   319,561 0 133,430
Campbell Soup Company COM 134429109 31,068 681,463 SH   SOLE   484,218 0 197,245
Capital Bancorp, Inc. COM 139737100 5,866 286,847 SH   SOLE   217,399 0 69,448
Capital One Financial Corporation COM 14040H105 31,012 200,481 SH   SOLE   142,112 0 58,369
Cardinal Health, Inc. COM 14149Y108 31,840 557,718 SH   SOLE   399,489 0 158,229
Carlisle Companies Incorporated COM 142339100 64,801 338,599 SH   SOLE   218,375 0 120,224
CarMax, Inc. COM 143130102 35,721 276,583 SH   SOLE   188,003 0 88,580
Catalyst Pharmaceuticals, Inc. COM 14888U101 100 17,466 SH   SOLE   17,466 0 0
Cathay General Bancorp COM 149150104 5,238 133,074 SH   SOLE   102,562 0 30,512
Cboe Global Markets Inc COM 12503M108 277 2,327 SH   SOLE   2,327 0 0
CDW Corp. COM 12514G108 61,038 349,486 SH   SOLE   248,523 0 100,963
Celanese Corporation COM SER A 150870103 8,445 55,705 SH   SOLE   39,578 0 16,127
CenterPoint Energy, Inc. COM 15189T107 14,666 598,111 SH   SOLE   422,739 0 175,372
ChampionX Corporation COM 15872M104 12,133 473,009 SH   SOLE   369,504 0 103,505
Charles Schwab Corporation COM 808513105 230 3,156 SH   SOLE   3,156 0 0
Charter Communications, Inc. Class A CL A 16119P108 221 307 SH   SOLE   307 0 0
Cheniere Energy, Inc. COM NEW 16411R208 30,449 351,033 SH   SOLE   217,657 0 133,376
Chevron Corporation COM 166764100 16,732 159,752 SH   SOLE   113,949 0 45,803
Cigna Corporation COM 125523100 12,787 53,938 SH   SOLE   53,938 0 0
Cisco Systems, Inc. COM 17275R102 374 7,048 SH   SOLE   7,048 0 0
Citigroup Inc. COM NEW 172967424 32,565 460,289 SH   SOLE   326,544 0 133,745
Citizens Financial Group, Inc. COM 174610105 32,395 706,227 SH   SOLE   502,108 0 204,119
Clean Harbors, Inc. COM 184496107 10,320 110,798 SH   SOLE   84,851 0 25,947
Clearwater Paper Corporation COM 18538R103 6,220 214,718 SH   SOLE   161,559 0 53,159
Colfax Corporation COM 194014106 37,477 818,097 SH   SOLE   683,726 0 134,371
Columbus McKinnon Corporation COM 199333105 343 7,110 SH   SOLE   7,110 0 0
Comcast Corporation Class A CL A 20030N101 509 8,921 SH   SOLE   8,921 0 0
Commerce Bancshares, Inc. COM 200525103 229 3,066 SH   SOLE   3,066 0 0
Community Health Systems, Inc. COM 203668108 157 10,168 SH   SOLE   10,168 0 0
Conagra Brands, Inc. COM 205887102 31,246 858,871 SH   SOLE   607,028 0 251,843
Conduent, Inc. COM 206787103 12,361 1,648,177 SH   SOLE   1,288,055 0 360,122
ConocoPhillips COM 20825C104 16,735 274,791 SH   SOLE   194,865 0 79,926
Corning Inc COM 219350105 63,700 1,557,452 SH   SOLE   1,101,988 0 455,464
Corporate Office Properties Trust SH BEN INT 22002T108 23,596 843,032 SH   SOLE   636,079 0 206,953
Costco Wholesale Corporation COM 22160K105 366 924 SH   SOLE   924 0 0
Crane Co. COM 224399105 18,890 204,503 SH   SOLE   143,958 0 60,545
Crocs, Inc. COM 227046109 31,335 268,922 SH   SOLE   190,513 0 78,409
Crown Holdings, Inc. COM 228368106 8,649 84,620 SH   SOLE   59,923 0 24,697
Cummins Inc. COM 231021106 17,953 73,634 SH   SOLE   52,039 0 21,595
Curtiss-Wright Corporation COM 231561101 8,947 75,338 SH   SOLE   59,184 0 16,154
CVS Health Corporation COM 126650100 234 2,806 SH   SOLE   2,806 0 0
D.R. Horton, Inc. COM 23331A109 27,172 300,672 SH   SOLE   213,706 0 86,966
Dana Incorporated COM 235825205 73,605 3,097,849 SH   SOLE   2,045,179 0 1,052,670
Danaher Corporation COM 235851102 335 1,248 SH   SOLE   1,248 0 0
Darden Restaurants, Inc. COM 237194105 31,942 218,798 SH   SOLE   155,879 0 62,919
DaVita Inc. COM 23918K108 32,784 272,227 SH   SOLE   193,586 0 78,641
Deckers Outdoor Corporation COM 243537107 31,812 82,829 SH   SOLE   58,492 0 24,337
Deere & Company COM 244199105 2,666 7,559 SH   SOLE   7,559 0 0
DENTSPLY SIRONA, Inc. COM 24906P109 29,832 471,572 SH   SOLE   334,511 0 137,061
Dick's Sporting Goods, Inc. COM 253393102 30,647 305,885 SH   SOLE   217,983 0 87,902
Dillard's, Inc. Class A CL A 254067101 229 1,268 SH   SOLE   1,268 0 0
Discover Financial Services COM 254709108 31,402 265,464 SH   SOLE   188,822 0 76,642
DISH Network Corporation Class A CL A 25470M109 27,703 662,748 SH   SOLE   470,786 0 191,962
Dollar General Corporation COM 256677105 15,478 71,526 SH   SOLE   71,526 0 0
Dominion Energy Inc COM 25746U109 14,222 193,316 SH   SOLE   136,537 0 56,779
Donnelley Financial Solutions, Inc. COM 25787G100 14,291 433,066 SH   SOLE   340,065 0 93,001
Dover Corporation COM 260003108 88,366 586,757 SH   SOLE   403,145 0 183,612
East West Bancorp, Inc. COM 27579R104 7,308 101,936 SH   SOLE   101,936 0 0
Eastman Chemical Company COM 277432100 40,348 345,596 SH   SOLE   222,858 0 122,738
Element Solutions Inc COM 28618M106 37,287 1,594,819 SH   SOLE   1,111,433 0 483,386
Eli Lilly and Company COM 532457108 369 1,607 SH   SOLE   1,607 0 0
EMCOR Group, Inc. COM 29084Q100 19,617 159,245 SH   SOLE   116,367 0 42,878
Emerson Electric Co. COM 291011104 19,371 201,278 SH   SOLE   142,313 0 58,965
Encompass Health Corporation COM 29261A100 44,164 565,989 SH   SOLE   365,712 0 200,277
EnerSys COM 29275Y102 21,562 220,627 SH   SOLE   167,636 0 52,991
Entergy Corporation COM 29364G103 53,173 533,332 SH   SOLE   328,356 0 204,976
Envista Holdings Corp. COM 29415F104 9,860 228,177 SH   SOLE   173,342 0 54,835
EPR Properties COM SH BEN INT 26884U109 5,932 112,609 SH   SOLE   85,927 0 26,682
EQT Corporation COM 26884L109 26,464 1,188,876 SH   SOLE   809,193 0 379,683
Equinix, Inc. COM PAR $0.001 29444U700 10,361 12,909 SH   SOLE   12,909 0 0
Equitable Holdings, Inc. COM 29452E101 31,779 1,043,645 SH   SOLE   742,761 0 300,884
Etsy, Inc. COM 29786A106 352 1,709 SH   SOLE   1,709 0 0
Euronet Worldwide, Inc. COM 298736109 372 2,746 SH   SOLE   2,746 0 0
Evercore Inc Class A CLASS A 29977A105 30,938 219,780 SH   SOLE   148,662 0 71,118
Everest Re Group, Ltd. COM G3223R108 351 1,394 SH   SOLE   1,394 0 0
Evergy, Inc. COM 30034W106 66,150 1,094,659 SH   SOLE   702,983 0 391,676
Exelon Corporation COM 30161N101 14,318 323,139 SH   SOLE   228,069 0 95,070
Exxon Mobil Corporation COM 30231G102 430 6,818 SH   SOLE   6,818 0 0
F.N.B. Corporation COM 302520101 9,423 764,251 SH   SOLE   581,686 0 182,565
F5 Networks, Inc. COM 315616102 62,651 335,642 SH   SOLE   237,167 0 98,475
Facebook, Inc. Class A CL A 30303M102 1,432 4,118 SH   SOLE   4,118 0 0
Fair Isaac Corporation COM 303250104 58,529 116,434 SH   SOLE   82,502 0 33,932
FedEx Corporation COM 31428X106 8,524 28,573 SH   SOLE   28,573 0 0
Fidelity National Financial, Inc. - FNF Group FNF GROUP COM 31620R303 80,743 1,857,870 SH   SOLE   1,222,347 0 635,523
First American Financial Corporation COM 31847R102 296 4,748 SH   SOLE   4,748 0 0
First Foundation, Inc. COM 32026V104 4,565 202,808 SH   SOLE   154,398 0 48,410
First of Long Island Corporation COM 320734106 2,421 114,030 SH   SOLE   87,147 0 26,883
Foot Locker, Inc. COM 344849104 338 5,477 SH   SOLE   5,477 0 0
Ford Motor Company COM PAR $0.01 345370860 28,278 1,902,950 SH   SOLE   1,349,942 0 553,008
Franklin Resources, Inc. COM 354613101 32,011 1,000,655 SH   SOLE   706,353 0 294,302
Garmin Ltd. SHS H2906T109 29,813 206,117 SH   SOLE   145,420 0 60,697
Gartner, Inc. COM 366651107 59,443 245,429 SH   SOLE   173,442 0 71,987
General Mills, Inc. COM 370334104 30,633 502,765 SH   SOLE   356,712 0 146,053
General Motors Company COM 37045V100 35,625 602,087 SH   SOLE   462,871 0 139,216
Gentex Corporation COM 371901109 18,030 544,879 SH   SOLE   385,848 0 159,031
German American Bancorp, Inc. COM 373865104 5,420 145,707 SH   SOLE   109,513 0 36,194
Gilead Sciences, Inc. COM 375558103 32,570 472,985 SH   SOLE   334,807 0 138,178
Goldman Sachs Group, Inc. COM 38141G104 9,997 26,340 SH   SOLE   26,340 0 0
Great Western Bancorp, Inc. COM 391416104 7,132 217,514 SH   SOLE   166,911 0 50,603
H.B. Fuller Company COM 359694106 14,784 232,417 SH   SOLE   176,943 0 55,474
Halliburton Company COM 406216101 16,845 728,604 SH   SOLE   521,153 0 207,451
Hancock Whitney Corporation COM 410120109 8,136 183,072 SH   SOLE   139,160 0 43,912
Hanover Insurance Group, Inc. COM 410867105 17,117 126,198 SH   SOLE   95,566 0 30,632
Harley-Davidson, Inc. COM 412822108 26,642 581,444 SH   SOLE   412,501 0 168,943
HCA Healthcare Inc COM 40412C101 44,070 213,164 SH   SOLE   166,953 0 46,211
Helen of Troy Limited COM G4388N106 21,060 92,320 SH   SOLE   70,414 0 21,906
Helmerich & Payne, Inc. COM 423452101 15,409 472,224 SH   SOLE   333,967 0 138,257
Henry Schein, Inc. COM 806407102 31,569 425,511 SH   SOLE   303,533 0 121,978
Herbalife Nutrition Ltd. COM USD SHS G4412G101 204 3,862 SH   SOLE   3,862 0 0
Hillenbrand, Inc. COM 431571108 455 10,328 SH   SOLE   10,328 0 0
Hill-Rom Holdings, Inc. COM 431475102 283 2,494 SH   SOLE   2,494 0 0
Home BancShares, Inc. COM 436893200 5,496 222,685 SH   SOLE   169,016 0 53,669
Home Depot, Inc. COM 437076102 621 1,946 SH   SOLE   1,946 0 0
Honeywell International Inc. COM 438516106 288 1,311 SH   SOLE   1,311 0 0
HP Inc. COM 40434L105 64,783 2,145,829 SH   SOLE   1,518,154 0 627,675
Humana Inc. COM 444859102 31,462 71,065 SH   SOLE   50,244 0 20,821
Ingredion Incorporated COM 457187102 8,626 95,315 SH   SOLE   67,526 0 27,789
Insight Enterprises, Inc. COM 45765U103 11,603 116,015 SH   SOLE   88,882 0 27,133
Installed Building Products, Inc. COM 45780R101 9,179 75,020 SH   SOLE   57,173 0 17,847
Intel Corporation COM 458140100 379 6,756 SH   SOLE   6,756 0 0
International Business Machines Corporation COM 459200101 231 1,573 SH   SOLE   1,573 0 0
International Paper Company COM 460146103 8,857 144,457 SH   SOLE   103,046 0 41,411
Intuit Inc. COM 461202103 60,699 123,833 SH   SOLE   87,978 0 35,855
Investors Bancorp Inc COM 46146L101 155 10,846 SH   SOLE   10,846 0 0
Ironwood Pharmaceuticals, Inc. Class A COM CL A 46333X108 149 11,544 SH   SOLE   11,544 0 0
ITT, Inc. COM 45073V108 29,119 317,923 SH   SOLE   243,597 0 74,326
J.M. Smucker Company COM NEW 832696405 30,790 237,634 SH   SOLE   167,886 0 69,748
Jack Henry & Associates, Inc. COM 426281101 562 3,436 SH   SOLE   3,436 0 0
Jacobs Engineering Group Inc. COM 469814107 19,277 144,482 SH   SOLE   102,260 0 42,222
Jefferies Financial Group Inc. COM 47233W109 35,390 1,034,790 SH   SOLE   734,094 0 300,696
Johnson & Johnson COM 478160104 31,631 192,003 SH   SOLE   137,313 0 54,690
Johnson Controls International plc SHS G51502105 10,857 158,202 SH   SOLE   158,202 0 0
JPMorgan Chase & Co. COM 46625H100 745 4,791 SH   SOLE   4,791 0 0
KBR, Inc. COM 48242W106 8,860 232,243 SH   SOLE   183,028 0 49,215
KeyCorp COM 493267108 32,384 1,568,254 SH   SOLE   1,120,878 0 447,376
Keysight Technologies Inc COM 49338L103 62,694 406,023 SH   SOLE   288,732 0 117,291
KLA Corporation COM 482480100 64,884 200,130 SH   SOLE   141,315 0 58,815
Kraft Heinz Company COM 500754106 30,788 754,981 SH   SOLE   531,794 0 223,187
Kroger Co. COM 501044101 31,404 819,741 SH   SOLE   580,027 0 239,714
L Brands, Inc. COM 501797104 30,466 422,780 SH   SOLE   299,220 0 123,560
L3Harris Technologies Inc COM 502431109 48,931 226,375 SH   SOLE   149,390 0 76,985
Laboratory Corporation of America Holdings COM NEW 50540R409 32,206 116,752 SH   SOLE   82,346 0 34,406
Lakeland Financial Corporation COM 511656100 2,443 39,632 SH   SOLE   30,140 0 9,492
Lam Research Corporation COM 512807108 63,107 96,984 SH   SOLE   68,658 0 28,326
Lamar Advertising Company Class A CL A 512816109 34,166 327,198 SH   SOLE   203,345 0 123,853
Landstar System, Inc. COM 515098101 753 4,765 SH   SOLE   4,765 0 0
Lear Corporation COM NEW 521865204 18,334 104,601 SH   SOLE   73,625 0 30,976
Lennar Corporation Class A CL A 526057104 29,831 300,266 SH   SOLE   212,787 0 87,479
LHC Group, Inc. COM 50187A107 229 1,143 SH   SOLE   1,143 0 0
Liberty Broadband Corp. Class C COM SER C 530307305 56,068 322,860 SH   SOLE   235,738 0 87,122
Lincoln National Corporation COM 534187109 32,453 516,444 SH   SOLE   366,520 0 149,924
Lithia Motors, Inc. CL A 536797103 28,519 82,990 SH   SOLE   58,869 0 24,121
LivaNova Plc SHS G5509L101 10,680 126,972 SH   SOLE   97,451 0 29,521
Lowe's Companies, Inc. COM 548661107 40,220 207,352 SH   SOLE   162,837 0 44,515
LPL Financial Holdings Inc. COM 50212V100 282 2,089 SH   SOLE   2,089 0 0
Lumen Technologies, Inc. COM 550241103 14,520 1,068,418 SH   SOLE   760,343 0 308,075
LyondellBasell Industries NV SHS - A - N53745100 8,425 81,903 SH   SOLE   58,138 0 23,765
Magnolia Oil & Gas Corp. Class A COM 559663109 11,224 718,096 SH   SOLE   552,194 0 165,902
ManTech International Corporation Class A CL A 564563104 238 2,752 SH   SOLE   2,752 0 0
Marathon Oil Corporation COM 565849106 16,552 1,215,299 SH   SOLE   854,711 0 360,588
Marcus Corporation COM 566330106 5,758 271,462 SH   SOLE   211,401 0 60,061
Markel Corporation COM 570535104 43,674 36,803 SH   SOLE   28,041 0 8,762
Marriott Vacations Worldwide Corporation COM 57164Y107 16,319 102,440 SH   SOLE   63,643 0 38,797
Marvell Technology, Inc. COM 573874104 17,903 306,926 SH   SOLE   189,447 0 117,479
Masco Corporation COM 574599106 18,155 308,185 SH   SOLE   219,126 0 89,059
Mastercard Incorporated Class A CL A 57636Q104 525 1,438 SH   SOLE   1,438 0 0
McKesson Corporation COM 58155Q103 30,839 161,256 SH   SOLE   114,013 0 47,243
Merck & Co., Inc. COM 58933Y105 364 4,684 SH   SOLE   4,684 0 0
Meritage Homes Corporation COM 59001A102 7,480 79,503 SH   SOLE   61,557 0 17,946
Mesa Air Group Inc COM 590479135 6,510 697,734 SH   SOLE   547,352 0 150,382
Methode Electronics, Inc. COM 591520200 15,639 317,802 SH   SOLE   242,941 0 74,861
MetLife, Inc. COM 59156R108 31,542 527,019 SH   SOLE   376,230 0 150,789
Metropolitan Bank Holding Corp. COM 591774104 6,470 107,447 SH   SOLE   81,317 0 26,130
MGM Growth Properties LLC Class A CL A COM 55303A105 42,849 1,170,110 SH   SOLE   723,357 0 446,753
Micron Technology, Inc. COM 595112103 68,560 806,782 SH   SOLE   571,355 0 235,427
Microsoft Corporation COM 594918104 66,216 244,430 SH   SOLE   176,772 0 67,658
Modine Manufacturing Company COM 607828100 13,761 829,461 SH   SOLE   631,174 0 198,287
ModivCare Inc. COM 60783X104 23,569 138,584 SH   SOLE   105,781 0 32,803
Mohawk Industries, Inc. COM 608190104 26,832 139,612 SH   SOLE   98,676 0 40,936
Molina Healthcare, Inc. COM 60855R100 375 1,482 SH   SOLE   1,482 0 0
Molson Coors Beverage Company Class B CL B 60871R209 302 5,633 SH   SOLE   5,633 0 0
Mondelez International, Inc. Class A CL A 609207105 220 3,516 SH   SOLE   3,516 0 0
Moog Inc. Class A CL A 615394202 10,177 121,065 SH   SOLE   95,698 0 25,367
Morgan Stanley COM NEW 617446448 251 2,735 SH   SOLE   2,735 0 0
MSA Safety, Inc. COM 553498106 10,928 65,996 SH   SOLE   50,067 0 15,929
NetScout Systems, Inc. COM 64115T104 209 7,311 SH   SOLE   7,311 0 0
New York Community Bancorp, Inc. COM 649445103 30,152 2,736,107 SH   SOLE   1,943,113 0 792,994
Nexstar Media Group, Inc. Class A CL A 65336K103 40,809 275,963 SH   SOLE   200,094 0 75,869
NextGen Healthcare, Inc. COM 65343C102 181 10,886 SH   SOLE   10,886 0 0
NexTier Oilfield Solutions, Inc. COM 65290C105 110 23,110 SH   SOLE   23,110 0 0
NiSource Inc COM 65473P105 14,501 591,872 SH   SOLE   418,861 0 173,011
NMI Holdings, Inc. Class A CL A 629209305 20,839 926,991 SH   SOLE   703,806 0 223,185
NorthWestern Corporation COM NEW 668074305 15,600 259,051 SH   SOLE   196,982 0 62,069
NOV Inc. COM 62955J103 15,273 996,901 SH   SOLE   705,520 0 291,381
NRG Energy, Inc. COM NEW 629377508 15,963 396,106 SH   SOLE   282,952 0 113,154
Nucor Corporation COM 670346105 8,881 92,576 SH   SOLE   65,628 0 26,948
NVIDIA Corporation COM 67066G104 65,743 82,169 SH   SOLE   58,466 0 23,703
OceanFirst Financial Corp. COM 675234108 9,107 436,990 SH   SOLE   330,574 0 106,416
OGE Energy Corp. COM 670837103 14,661 435,697 SH   SOLE   307,542 0 128,155
O-I Glass Inc COM 67098H104 181 11,113 SH   SOLE   11,113 0 0
Old Republic International Corporation COM 680223104 281 11,297 SH   SOLE   11,297 0 0
Old Second Bancorp, Inc. COM 680277100 2,438 196,625 SH   SOLE   151,823 0 44,802
ON Semiconductor Corporation COM 682189105 64,570 1,686,779 SH   SOLE   1,191,171 0 495,608
OneMain Holdings, Inc. COM 68268W103 99,664 1,663,557 SH   SOLE   1,141,594 0 521,963
Open Text Corporation COM 683715106 469 9,233 SH   SOLE   9,233 0 0
Oracle Corporation COM 68389X105 254 3,269 SH   SOLE   3,269 0 0
Owens Corning COM 690742101 9,340 95,402 SH   SOLE   68,776 0 26,626
Oxford Industries, Inc. COM 691497309 9,715 98,293 SH   SOLE   75,360 0 22,933
Packaging Corporation of America COM 695156109 8,990 66,384 SH   SOLE   47,883 0 18,501
Parker-Hannifin Corporation COM 701094104 19,019 61,929 SH   SOLE   43,790 0 18,139
Patterson-UTI Energy, Inc. COM 703481101 152 15,307 SH   SOLE   15,307 0 0
PDC Energy, Inc. COM 69327R101 5,617 122,663 SH   SOLE   94,802 0 27,861
Performance Food Group Company COM 71377A103 13,594 280,351 SH   SOLE   215,203 0 65,148
Perrigo Co. Plc SHS G97822103 255 5,559 SH   SOLE   5,559 0 0
Pfizer Inc. COM 717081103 30,956 790,494 SH   SOLE   559,672 0 230,822
Philip Morris International Inc. COM 718172109 33,109 334,064 SH   SOLE   236,112 0 97,952
Photronics, Inc. COM 719405102 12,626 955,775 SH   SOLE   724,801 0 230,974
Pinnacle Financial Partners, Inc. COM 72346Q104 42,199 477,956 SH   SOLE   334,158 0 143,798
Polaris Inc. COM 731068102 30,523 222,863 SH   SOLE   158,380 0 64,483
Pool Corporation COM 73278L105 361 786 SH   SOLE   786 0 0
Popular, Inc. COM NEW 733174700 227 3,022 SH   SOLE   3,022 0 0
Portland General Electric Company COM NEW 736508847 35,145 762,704 SH   SOLE   564,173 0 198,531
Prestige Consumer Healthcare Inc COM 74112D101 10,489 201,330 SH   SOLE   154,601 0 46,729
Primis Financial Corp. COM 74167B109 1,838 120,415 SH   SOLE   92,233 0 28,182
Principal Financial Group, Inc. COM 74251V102 33,345 527,692 SH   SOLE   372,904 0 154,788
Procter & Gamble Company COM 742718109 598 4,435 SH   SOLE   4,435 0 0
PROG Holdings, Inc. COM 74319R101 79,603 1,653,921 SH   SOLE   1,088,750 0 565,171
Prosperity Bancshares, Inc. COM 743606105 25,428 354,146 SH   SOLE   267,858 0 86,288
Prudential Financial, Inc. COM 744320102 32,517 317,331 SH   SOLE   225,611 0 91,720
Public Service Enterprise Group Inc COM 744573106 14,114 236,258 SH   SOLE   167,509 0 68,749
PulteGroup, Inc. COM 745867101 27,498 503,897 SH   SOLE   359,012 0 144,885
QCR Holdings, Inc. COM 74727A104 10,157 211,200 SH   SOLE   160,673 0 50,527
QTS Realty Trust, Inc. Class A COM CL A 74736A103 18,047 233,462 SH   SOLE   177,728 0 55,734
Qualcomm Inc COM 747525103 283 1,981 SH   SOLE   1,981 0 0
Quanex Building Products Corporation COM 747619104 8,699 350,201 SH   SOLE   270,017 0 80,184
Quest Diagnostics Incorporated COM 74834L100 32,222 244,161 SH   SOLE   172,869 0 71,292
Qurate Retail, Inc. Class A COM 74915M100 48,352 3,693,784 SH   SOLE   2,301,665 0 1,392,119
Regal Beloit Corp COM 758750103 695 5,207 SH   SOLE   5,207 0 0
Regions Financial Corporation COM 7591EP100 31,572 1,564,517 SH   SOLE   1,116,576 0 447,941
Reliance Steel & Aluminum Co. COM 759509102 9,062 60,052 SH   SOLE   43,022 0 17,030
Republic Services, Inc. COM 760759100 81,935 744,794 SH   SOLE   503,776 0 241,018
Rexnord Corporation COM 76169B102 29,220 583,929 SH   SOLE   449,409 0 134,520
Robert Half International Inc. COM 770323103 28,506 320,397 SH   SOLE   226,787 0 93,610
Royal Dutch Shell Plc Sponsored ADR Class A SPONS ADR A 780259206 16,374 405,289 SH   SOLE   286,661 0 118,628
S&T Bancorp, Inc. COM 783859101 2,534 80,948 SH   SOLE   62,829 0 18,119
Sabra Health Care REIT, Inc. COM 78573L106 11,772 646,804 SH   SOLE   484,833 0 161,971
salesforce.com, inc. COM 79466L302 362 1,482 SH   SOLE   1,482 0 0
Sandy Spring Bancorp, Inc. COM 800363103 4,757 107,800 SH   SOLE   82,591 0 25,209
Sanmina Corporation COM 801056102 277 7,099 SH   SOLE   7,099 0 0
Schlumberger NV COM 806857108 4,331 135,307 SH   SOLE   135,307 0 0
Science Applications International Corp. COM 808625107 17,691 201,653 SH   SOLE   152,301 0 49,352
Sealed Air Corporation COM 81211K100 47,618 803,674 SH   SOLE   498,799 0 304,875
Select Energy Services, Inc. Class A CL A COM 81617J301 95 15,717 SH   SOLE   15,717 0 0
Select Medical Holdings Corporation COM 81619Q105 210 4,981 SH   SOLE   4,981 0 0
Service Corporation International COM 817565104 238 4,435 SH   SOLE   4,435 0 0
ServisFirst Bancshares Inc COM 81768T108 3,570 52,517 SH   SOLE   39,898 0 12,619
Signature Bank COM 82669G104 67,529 274,899 SH   SOLE   191,367 0 83,532
SiriusPoint Ltd COM G8192H106 112 11,073 SH   SOLE   11,073 0 0
Skyworks Solutions, Inc. COM 83088M102 68,557 357,535 SH   SOLE   253,684 0 103,851
Sleep Number Corporation COM 83125X103 285 2,592 SH   SOLE   2,592 0 0
SLM Corp COM 78442P106 19,906 950,606 SH   SOLE   587,498 0 363,108
Smith & Wesson Brands, Inc. COM 831754106 600 17,295 SH   SOLE   17,295 0 0
Snap-on Incorporated COM 833034101 18,046 80,767 SH   SOLE   57,274 0 23,493
Sonoco Products Company COM 835495102 9,132 136,502 SH   SOLE   97,567 0 38,935
Southern First Bancshares, Inc. COM 842873101 9,310 181,976 SH   SOLE   137,795 0 44,181
SP Plus Corporation COM 78469C103 7,692 251,439 SH   SOLE   194,660 0 56,779
SPX Corporation COM 784635104 25,450 416,670 SH   SOLE   318,466 0 98,204
STAG Industrial, Inc. COM 85254J102 64,828 1,731,984 SH   SOLE   1,216,349 0 515,635
Starbucks Corporation COM 855244109 291 2,603 SH   SOLE   2,603 0 0
Steel Dynamics, Inc. COM 858119100 8,654 145,206 SH   SOLE   102,696 0 42,510
Stock Yards Bancorp, Inc. COM 861025104 5,815 114,270 SH   SOLE   85,694 0 28,576
Synchrony Financial COM 87165B103 31,961 658,718 SH   SOLE   466,538 0 192,180
Sysco Corporation COM 871829107 11,779 151,501 SH   SOLE   151,501 0 0
Target Corporation COM 87612E106 279 1,156 SH   SOLE   1,156 0 0
TE Connectivity Ltd. REG SHS H84989104 62,419 461,643 SH   SOLE   327,413 0 134,230
Tempur Sealy International Inc COM 88023U101 30,925 789,114 SH   SOLE   560,224 0 228,890
Tenet Healthcare Corporation COM NEW 88033G407 32,096 479,113 SH   SOLE   341,416 0 137,697
Tesla Inc COM 88160R101 455 669 SH   SOLE   669 0 0
Texas Instruments Incorporated COM 882508104 76,430 397,451 SH   SOLE   304,239 0 93,212
Thermo Fisher Scientific Inc. COM 883556102 372 738 SH   SOLE   738 0 0
Thor Industries, Inc. COM 885160101 28,421 251,511 SH   SOLE   177,386 0 74,125
Timken Company COM 887389104 18,083 224,377 SH   SOLE   159,878 0 64,499
T-Mobile US, Inc. COM 872590104 14,589 100,733 SH   SOLE   71,547 0 29,186
Toll Brothers, Inc. COM 889478103 26,958 466,315 SH   SOLE   329,868 0 136,447
TotalEnergies SE Sponsored ADR SPONSORED ADR 89151E109 16,009 353,708 SH   SOLE   250,351 0 103,357
Tractor Supply Company COM 892356106 28,656 154,017 SH   SOLE   108,769 0 45,248
TransDigm Group Incorporated COM 893641100 28,654 44,267 SH   SOLE   27,323 0 16,944
Travel Leisure Co. COM 894164102 51,381 864,277 SH   SOLE   537,376 0 326,901
TreeHouse Foods, Inc. COM 89469A104 22,241 499,569 SH   SOLE   380,597 0 118,972
TriState Capital Holdings, Inc. COM 89678F100 9,436 462,791 SH   SOLE   354,282 0 108,509
Triton International Ltd. Class A CL A G9078F107 16,944 323,735 SH   SOLE   246,365 0 77,370
TTM Technologies, Inc. COM 87305R109 10,369 725,118 SH   SOLE   554,922 0 170,196
Tyson Foods, Inc. Class A CL A 902494103 30,392 412,039 SH   SOLE   291,695 0 120,344
UGI Corporation COM 902681105 47,308 1,021,560 SH   SOLE   659,416 0 362,144
Unilever PLC Sponsored ADR SPON ADR NEW 904767704 30,790 526,327 SH   SOLE   371,843 0 154,484
Union Pacific Corporation COM 907818108 8,202 37,293 SH   SOLE   37,293 0 0
United Rentals, Inc. COM 911363109 19,267 60,396 SH   SOLE   43,283 0 17,113
United Therapeutics Corporation COM 91307C102 33,010 183,993 SH   SOLE   129,991 0 54,002
UnitedHealth Group Incorporated COM 91324P102 8,664 21,637 SH   SOLE   21,637 0 0
Universal Health Services, Inc. Class B CL B 913903100 86,814 592,871 SH   SOLE   385,528 0 207,343
Unum Group COM 91529Y106 283 9,948 SH   SOLE   9,948 0 0
Upland Software, Inc. COM 91544A109 17,052 414,175 SH   SOLE   315,077 0 99,098
US Foods Holding Corp. COM 912008109 56,410 1,470,552 SH   SOLE   912,924 0 557,628
Valvoline, Inc. COM 92047W101 8,248 254,111 SH   SOLE   179,765 0 74,346
Veritex Holdings, Inc. COM 923451108 7,774 219,533 SH   SOLE   165,923 0 53,610
Verizon Communications Inc. COM 92343V104 14,264 254,578 SH   SOLE   181,711 0 72,867
Visa Inc. Class A COM CL A 92826C839 647 2,766 SH   SOLE   2,766 0 0
Vishay Intertechnology, Inc. COM 928298108 328 14,550 SH   SOLE   14,550 0 0
Vista Outdoor Inc COM 928377100 246 5,305 SH   SOLE   5,305 0 0
Voya Financial, Inc. COM 929089100 31,015 504,309 SH   SOLE   357,472 0 146,837
Walmart Inc. COM 931142103 5,923 42,000 SH   SOLE   42,000 0 0
Waste Management, Inc. COM 94106L109 13,803 98,519 SH   SOLE   98,519 0 0
Welbilt Inc COM 949090104 12,927 558,410 SH   SOLE   426,152 0 132,258
Wells Fargo & Company COM 949746101 315 6,949 SH   SOLE   6,949 0 0
Westlake Chemical Corporation COM 960413102 8,213 91,161 SH   SOLE   64,755 0 26,406
WestRock Company COM 96145D105 9,348 175,639 SH   SOLE   127,395 0 48,244
Whirlpool Corporation COM 963320106 28,229 129,480 SH   SOLE   92,203 0 37,277
Williams-Sonoma, Inc. COM 969904101 28,862 180,784 SH   SOLE   128,604 0 52,180
WSFS Financial Corporation COM 929328102 3,042 65,288 SH   SOLE   49,691 0 15,597
Zebra Technologies Corporation Class A CL A 989207105 63,063 119,101 SH   SOLE   84,166 0 34,935
Zimmer Biomet Holdings, Inc. COM 98956P102 56,911 353,879 SH   SOLE   243,524 0 110,355
Zions Bancorporation, N.A. COM 989701107 310 5,862 SH   SOLE   5,862 0 0