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 Co COM 88579Y101 13,007 100,510 SH   SOLE   70,122 0 30,388
A10 Networks Inc COM 002121101 163 11,327 SH   SOLE   11,327 0 0
Abbott Laboratories COM 002824100 350 3,220 SH   SOLE   3,220 0 0
AbbVie Inc COM 00287Y109 37,908 247,503 SH   SOLE   173,169 0 74,334
Acadia Healthcare Company Inc COM 00404A109 301 4,445 SH   SOLE   4,445 0 0
Accenture plc COM G1151C101 42,995 154,854 SH   SOLE   107,806 0 47,048
Acco Brands Corp COM 00081T108 83 12,647 SH   SOLE   12,647 0 0
Acuity Brands Inc COM 00508Y102 13,190 85,626 SH   SOLE   59,465 0 26,161
Adobe Inc COM 00724F101 307 838 SH   SOLE   838 0 0
Adtalem Global Education Inc COM 00737L103 36,530 1,015,565 SH   SOLE   675,943 0 339,622
Advanced Micro Devices Inc COM 007903107 232 3,038 SH   SOLE   3,038 0 0
AECOM COM 00766T100 705 10,815 SH   SOLE   10,815 0 0
AerCap Holdings NV COM N00985106 14,017 342,368 SH   SOLE   205,813 0 136,555
AGCO Corp COM 001084102 11,550 117,019 SH   SOLE   81,403 0 35,616
Air Lease Corp Cl A COM 00912X302 7,044 210,713 SH   SOLE   158,850 0 51,863
Alaska Air Group Inc COM 011659109 10,203 254,762 SH   SOLE   153,293 0 101,469
Alight Inc Cl A COM 01626W101 15,387 2,279,553 SH   SOLE   1,388,386 0 891,167
Allegheny Technologies Inc COM 01741R102 5,709 251,367 SH   SOLE   192,458 0 58,909
Allete Inc COM 018522300 225 3,828 SH   SOLE   3,828 0 0
Allison Transmission Holdings COM 01973R101 14,604 379,823 SH   SOLE   265,771 0 114,052
Ally Financial Inc COM 02005N100 72,854 2,174,095 SH   SOLE   1,498,845 0 675,250
Alphabet Inc COM 02079K107 2,109 964 SH   SOLE   964 0 0
Alphabet Inc Cap Stock Cl A COM 02079K305 6,588 3,023 SH   SOLE   3,023 0 0
Amazon.com Inc COM 023135106 1,200 11,300 SH   SOLE   11,300 0 0
Amcor PLC COM G0250X107 6,750 543,004 SH   SOLE   377,602 0 165,402
Amdocs Ltd COM G02602103 46,004 552,208 SH   SOLE   384,952 0 167,256
American Tower Corp COM 03027X100 13,929 54,497 SH   SOLE   54,497 0 0
Ameriprise Financial Inc COM 03076C106 26,213 110,286 SH   SOLE   76,663 0 33,623
AmerisourceBergen Corp COM 03073E105 34,320 242,576 SH   SOLE   168,941 0 73,635
Amgen Inc COM 031162100 36,346 149,387 SH   SOLE   104,039 0 45,348
Amneal Pharmaceuticals Inc Sto COM 03168L105 99 31,203 SH   SOLE   31,203 0 0
Amphenol Corp COM 032095101 41,989 652,200 SH   SOLE   452,212 0 199,988
APA Corporation COM 03743Q108 31,174 893,232 SH   SOLE   602,707 0 290,525
Apple Inc COM 037833100 45,359 331,767 SH   SOLE   238,142 0 93,625
Applied Industrial Technologie COM 03820C105 363 3,775 SH   SOLE   3,775 0 0
ArcBest Corp COM 03937C105 356 5,062 SH   SOLE   5,062 0 0
Arch Capital Group Ltd COM G0450A105 39,707 872,884 SH   SOLE   616,872 0 256,012
Arch Resources Inc COM 03940R107 6,572 45,932 SH   SOLE   34,725 0 11,207
Archer-Daniels-Midland Co COM 039483102 6,380 82,212 SH   SOLE   57,260 0 24,952
Arista Networks Inc COM 040413106 43,369 462,655 SH   SOLE   322,186 0 140,469
Arrow Electrs Inc COM 042735100 43,429 387,447 SH   SOLE   268,971 0 118,476
Assurant Inc COM 04621X108 20,665 119,554 SH   SOLE   71,946 0 47,608
AT&T Inc COM 00206R102 241 11,511 SH   SOLE   11,511 0 0
Atkore Intl Group Inc COM 047649108 415 5,004 SH   SOLE   5,004 0 0
Autoliv Inc COM 052800109 13,578 189,715 SH   SOLE   132,421 0 57,294
AutoNation Inc COM 05329W102 31,306 280,118 SH   SOLE   195,236 0 84,882
AutoZone Inc COM 053332102 35,435 16,488 SH   SOLE   11,528 0 4,960
AvalonBay Communities Inc COM 053484101 14,874 76,573 SH   SOLE   45,939 0 30,634
Avantor Inc COM 05352A100 20,062 645,065 SH   SOLE   388,959 0 256,106
Axalta Coating Systems Ltd COM G0750C108 559 25,285 SH   SOLE   25,285 0 0
Axis Capital Holdings Ltd COM G0692U109 51,353 899,501 SH   SOLE   601,253 0 298,248
Baker Hughes Company COM 05722G100 20,089 695,845 SH   SOLE   483,087 0 212,758
Bank of America Corp COM 060505104 376 12,063 SH   SOLE   12,063 0 0
Beacon Roofing Supply Inc COM 073685109 8,350 162,577 SH   SOLE   121,407 0 41,170
Belden Inc COM 077454106 6,654 124,915 SH   SOLE   97,344 0 27,571
Berkshire Hathaway Inc COM 084670702 15,357 56,248 SH   SOLE   56,248 0 0
Berry Global Group Inc COM 08579W103 6,724 123,054 SH   SOLE   85,609 0 37,445
Bloomin' Brands Inc COM 094235108 9,348 562,475 SH   SOLE   421,413 0 141,062
BorgWarner Inc COM 099724106 12,772 382,749 SH   SOLE   266,429 0 116,320
Boyd Gaming Corp COM 103304101 28,433 571,527 SH   SOLE   397,862 0 173,665
BP p.l.c. COM 055622104 22,725 801,594 SH   SOLE   555,926 0 245,668
Bristol-Myers Squibb Co COM 110122108 37,393 485,626 SH   SOLE   341,380 0 144,246
Broadcom Inc COM 11135F101 342 705 SH   SOLE   705 0 0
Brunswick Corp COM 117043109 28,049 429,019 SH   SOLE   297,754 0 131,265
Builders FirstSource Inc COM 12008R107 422 7,859 SH   SOLE   7,859 0 0
Cabot Corp COM 127055101 6,250 97,977 SH   SOLE   75,890 0 22,087
CACI International Inc COM 127190304 330 1,171 SH   SOLE   1,171 0 0
Cadence Bank Com COM 12740C103 17,576 748,545 SH   SOLE   560,859 0 187,686
Cadence Design Systems Inc COM 127387108 46,500 309,936 SH   SOLE   216,138 0 93,798
Cannae Holdings Inc COM 13765N107 10,024 518,305 SH   SOLE   389,522 0 128,783
Capital Bancorp Inc MD Com COM 139737100 5,049 232,663 SH   SOLE   175,163 0 57,500
Capital One Financial Corp COM 14040H105 26,005 249,593 SH   SOLE   174,647 0 74,946
Carlisle Cos Inc COM 142339100 42,774 179,265 SH   SOLE   113,340 0 65,925
CarMax Inc COM 143130102 38,504 425,557 SH   SOLE   292,200 0 133,357
Catalyst Pharmaceuticals Inc COM 14888U101 117 16,716 SH   SOLE   16,716 0 0
Cathay General Bancorp COM 149150104 4,395 112,263 SH   SOLE   84,410 0 27,853
Cboe Global Markets Inc COM 12503M108 251 2,220 SH   SOLE   2,220 0 0
CDW Corp COM 12514G108 41,733 264,873 SH   SOLE   183,962 0 80,911
Celanese Corp COM 150870103 5,486 46,645 SH   SOLE   32,625 0 14,020
Centene Corp COM 15135B101 37,156 439,139 SH   SOLE   305,595 0 133,544
Champion X Corporation COM 15872M104 6,162 310,414 SH   SOLE   231,843 0 78,571
Cheniere Energy Inc New COM 16411R208 14,841 111,559 SH   SOLE   66,632 0 44,927
Chevron Corp COM 166764100 21,744 150,188 SH   SOLE   105,367 0 44,821
Cigna Corp COM 125523100 47,696 180,994 SH   SOLE   138,011 0 42,983
Cinemark Holdings Inc COM 17243V102 154 10,269 SH   SOLE   10,269 0 0
Cisco Systems Inc COM 17275R102 319 7,474 SH   SOLE   7,474 0 0
Citigroup Inc COM 172967424 27,584 599,780 SH   SOLE   419,158 0 180,622
Citizens Financial Group Inc COM 174610105 26,914 754,103 SH   SOLE   525,222 0 228,881
Clean Harbors Inc COM 184496107 8,040 91,711 SH   SOLE   69,435 0 22,276
Clearwater Paper Corp COM 18538R103 5,632 167,462 SH   SOLE   127,736 0 39,726
CNX Resources Corp COM 12653C108 11,455 695,905 SH   SOLE   520,742 0 175,163
Cognizant Technology Solutions COM 192446102 42,978 636,808 SH   SOLE   443,705 0 193,103
Comcast Corp COM 20030N101 341 8,696 SH   SOLE   8,696 0 0
Commercial Metals Co COM 201723103 6,085 183,834 SH   SOLE   129,681 0 54,153
CommVault Systems Inc COM 204166102 204 3,238 SH   SOLE   3,238 0 0
Comstock Resources Inc COM 205768302 141 11,641 SH   SOLE   11,641 0 0
Conduent Inc COM 206787103 6,372 1,474,945 SH   SOLE   1,111,683 0 363,262
ConnectOne Bancorp Inc COM 20786W107 3,136 128,251 SH   SOLE   94,484 0 33,767
ConocoPhillips COM 20825C104 20,029 223,012 SH   SOLE   155,876 0 67,136
Corporate Office Properties Tr COM 22002T108 18,290 698,371 SH   SOLE   526,401 0 171,970
Costco Wholesale Corp COM 22160K105 387 807 SH   SOLE   807 0 0
Crane Holdings Co COM 224441105 13,999 159,880 SH   SOLE   112,640 0 47,240
Cummins Inc COM 231021106 14,215 73,450 SH   SOLE   51,324 0 22,126
Curtiss-Wright Corp COM 231561101 5,960 45,131 SH   SOLE   33,735 0 11,396
CVS Health Corp COM 126650100 240 2,587 SH   SOLE   2,587 0 0
D.R. Horton Inc COM 23331A109 29,742 449,336 SH   SOLE   313,990 0 135,346
Dana Inc COM 235825205 14,684 1,043,645 SH   SOLE   639,634 0 404,011
Danaher Corp COM 235851102 305 1,202 SH   SOLE   1,202 0 0
Darden Restaurants Inc COM 237194105 29,918 264,476 SH   SOLE   185,024 0 79,452
DaVita Inc COM 23918K108 342 4,279 SH   SOLE   4,279 0 0
Dicks Sporting Goods Inc COM 253393102 233 3,089 SH   SOLE   3,089 0 0
Dillard's Inc COM 254067101 19,962 90,500 SH   SOLE   63,020 0 27,480
Diodes Inc COM 254543101 10,524 162,982 SH   SOLE   123,036 0 39,946
Discover Financial Services COM 254709108 26,178 276,784 SH   SOLE   192,496 0 84,288
Dollar General Corp COM 256677105 12,834 52,290 SH   SOLE   52,290 0 0
Dollar Tree Inc COM 256746108 32,196 206,581 SH   SOLE   144,537 0 62,044
Dominion Energy Inc COM 25746U109 18,093 226,698 SH   SOLE   159,109 0 67,589
Donnelley Financial Solutions COM 25787G100 13,385 456,977 SH   SOLE   345,203 0 111,774
Dover Corp COM 260003108 50,460 415,928 SH   SOLE   289,693 0 126,235
Dow Inc COM 260557103 5,359 103,838 SH   SOLE   72,653 0 31,185
DROPBOX INC COM 26210C104 410 19,524 SH   SOLE   19,524 0 0
DTE Energy Co COM 233331107 17,453 137,698 SH   SOLE   95,930 0 41,768
DXC Technology Co COM 23355L106 369 12,173 SH   SOLE   12,173 0 0
Dynavax Technologies Corp New COM 268158201 191 15,175 SH   SOLE   15,175 0 0
East West Bancorp Inc COM 27579R104 5,981 92,300 SH   SOLE   92,300 0 0
Eastman Chemical Co COM 277432100 22,657 252,386 SH   SOLE   160,718 0 91,668
Element Solutions Inc COM 28618M106 31,860 1,789,876 SH   SOLE   1,186,013 0 603,863
Elevance Health Inc COM 036752103 35,869 74,327 SH   SOLE   52,065 0 22,262
EMCOR Group Inc COM 29084Q100 14,476 140,603 SH   SOLE   100,973 0 39,630
Emerson Electric Co COM 291011104 13,477 169,443 SH   SOLE   117,626 0 51,817
Encompass Health Corp COM 29261A100 39,603 706,572 SH   SOLE   465,109 0 241,463
EnerSys COM 29275Y102 12,747 216,197 SH   SOLE   162,237 0 53,960
Enovis Corp COM 194014502 13,924 253,167 SH   SOLE   214,031 0 39,136
Entergy Corp COM 29364G103 38,633 342,982 SH   SOLE   203,848 0 139,134
Envista Holdings Corp COM 29415F104 7,060 183,195 SH   SOLE   138,197 0 44,998
EPR Properties COM 26884U109 4,218 89,872 SH   SOLE   68,525 0 21,347
EQT Corp COM 26884L109 12,081 351,182 SH   SOLE   211,001 0 140,181
Equinix Inc COM 29444U700 8,010 12,191 SH   SOLE   12,191 0 0
Equitable Holdings Inc COM 29452E101 26,712 1,024,634 SH   SOLE   718,863 0 305,771
Esab Corporation Com COM 29605J106 11,002 251,468 SH   SOLE   213,714 0 37,754
Euronet Worldwide Inc COM 298736109 283 2,810 SH   SOLE   2,810 0 0
Evercore Inc Class A COM 29977A105 17,707 189,162 SH   SOLE   126,721 0 62,441
Everest Reinsurance Group Ltd COM G3223R108 360 1,286 SH   SOLE   1,286 0 0
Evergy Inc COM 30034W106 18,138 277,982 SH   SOLE   196,250 0 81,732
Exxon Mobil Corp COM 30231G102 611 7,134 SH   SOLE   7,134 0 0
F.N.B. Corporation COM 302520101 7,210 663,947 SH   SOLE   494,789 0 169,158
Fair Isaac Corp COM 303250104 535 1,334 SH   SOLE   1,334 0 0
FedEx Corp COM 31428X106 11,137 49,123 SH   SOLE   49,123 0 0
Fidelity Natl Financial Inc COM 31620R303 46,856 1,267,746 SH   SOLE   836,213 0 431,533
First American Financial Corp COM 31847R102 240 4,530 SH   SOLE   4,530 0 0
First Foundation Inc COM 32026V104 4,717 230,323 SH   SOLE   171,993 0 58,330
First Interstate BancSystem In COM 32055Y201 5,738 150,560 SH   SOLE   115,027 0 35,533
FleetCor Technologies Inc COM 339041105 39,466 187,834 SH   SOLE   129,835 0 57,999
Fortinet Inc COM 34959E109 46,145 815,579 SH   SOLE   565,204 0 250,375
Fortive Corp COM 34959J108 36,391 669,203 SH   SOLE   483,730 0 185,473
Franklin Resources Inc COM 354613101 26,966 1,156,829 SH   SOLE   804,433 0 352,396
Gartner Inc COM 366651107 42,496 175,725 SH   SOLE   121,911 0 53,814
General Mills Inc COM 370334104 39,739 526,698 SH   SOLE   366,870 0 159,828
General Motors Co COM 37045V100 4,215 132,711 SH   SOLE   132,711 0 0
Gentex Corp COM 371901109 13,877 496,150 SH   SOLE   345,759 0 150,391
Genuine Parts Co COM 372460105 14,673 110,325 SH   SOLE   76,973 0 33,352
German American Bancorp Inc COM 373865104 6,001 175,565 SH   SOLE   131,580 0 43,985
Global Payments Inc COM 37940X102 34,206 309,164 SH   SOLE   216,130 0 93,034
GoDaddy Inc COM 380237107 10,704 153,882 SH   SOLE   92,803 0 61,079
H&R Block Inc COM 093671105 32,546 921,474 SH   SOLE   643,316 0 278,158
Hancock Whitney Corp COM 410120109 6,736 151,958 SH   SOLE   113,588 0 38,370
Harley-Davidson Inc COM 412822108 217 6,868 SH   SOLE   6,868 0 0
Hayward Holdings Inc COM 421298100 10,457 726,692 SH   SOLE   551,649 0 175,043
HCA Healthcare Inc COM 40412C101 9,832 58,504 SH   SOLE   58,504 0 0
Helen of Troy Corp Ltd COM G4388N106 11,329 69,756 SH   SOLE   52,352 0 17,404
Henry Jack & Assoc Inc COM 426281101 514 2,855 SH   SOLE   2,855 0 0
Hewlett Packard Enterprise Co COM 42824C109 40,036 3,019,284 SH   SOLE   2,113,951 0 905,333
Hillenbrand Inc COM 431571108 355 8,671 SH   SOLE   8,671 0 0
Hologic Inc COM 436440101 34,628 499,686 SH   SOLE   349,445 0 150,241
Home Bancshares Inc COM 436893200 3,748 180,456 SH   SOLE   137,048 0 43,408
Honeywell Intl Inc COM 438516106 214 1,234 SH   SOLE   1,234 0 0
HP Inc COM 40434L105 38,674 1,179,796 SH   SOLE   814,650 0 365,146
Humana Inc COM 444859102 39,667 84,746 SH   SOLE   59,115 0 25,631
Huntington Ingalls Industries COM 446413106 47,324 217,263 SH   SOLE   151,252 0 66,011
Huntsman Corp COM 447011107 5,700 201,073 SH   SOLE   139,557 0 61,516
Ingredion Inc COM 457187102 6,598 74,844 SH   SOLE   52,092 0 22,752
Innovative Industrial Properti COM 45781V101 6,185 56,296 SH   SOLE   42,112 0 14,184
Installed Building Prods Inc COM 45780R101 8,370 100,651 SH   SOLE   76,024 0 24,627
Intel Corp COM 458140100 276 7,388 SH   SOLE   7,388 0 0
International Paper Co COM 460146103 6,221 148,713 SH   SOLE   103,892 0 44,821
Intl Business Machines Corp COM 459200101 240 1,698 SH   SOLE   1,698 0 0
Intuit Inc COM 461202103 43,862 113,796 SH   SOLE   79,546 0 34,250
Ironwood Pharmaceuticals Inc C COM 46333X108 173 14,989 SH   SOLE   14,989 0 0
Itron Inc COM 465741106 254 5,145 SH   SOLE   5,145 0 0
ITT Inc COM 45073V108 14,955 222,411 SH   SOLE   167,375 0 55,036
J.M. Smucker Co COM 832696405 38,152 298,040 SH   SOLE   209,147 0 88,893
Jacobs Engineering Group Inc COM 469814107 13,537 106,481 SH   SOLE   74,040 0 32,441
Jazz Pharmaceuticals plc COM G50871105 37,539 240,622 SH   SOLE   167,594 0 73,028
Jefferies Financial Group Inc COM 47233W109 26,451 957,691 SH   SOLE   667,355 0 290,336
Johnson & Johnson COM 478160104 801 4,515 SH   SOLE   4,515 0 0
Johnson Controls Intl plc COM G51502105 10,646 222,352 SH   SOLE   222,352 0 0
JPMorgan Chase & Co COM 46625H100 546 4,853 SH   SOLE   4,853 0 0
KBR Inc COM 48242W106 9,414 194,536 SH   SOLE   148,724 0 45,812
KeyCorp COM 493267108 26,960 1,564,706 SH   SOLE   1,088,353 0 476,353
Keysight Technologies Inc COM 49338L103 43,840 318,029 SH   SOLE   220,926 0 97,103
KLA-Tencor Corp COM 482480100 40,942 128,314 SH   SOLE   89,240 0 39,074
Kraft Heinz Co COM 500754106 37,697 988,384 SH   SOLE   690,262 0 298,122
Kroger Co COM 501044101 35,708 754,440 SH   SOLE   526,007 0 228,433
L3harris Technologies Inc COM 502431109 31,649 130,943 SH   SOLE   88,748 0 42,195
Laboratory Corp of America Hol COM 50540R409 34,691 148,023 SH   SOLE   103,342 0 44,681
Lamar Advertising Co COM 512816109 16,674 189,547 SH   SOLE   114,375 0 75,172
Landstar System Inc COM 515098101 555 3,816 SH   SOLE   3,816 0 0
Lear Corp COM 521865204 13,831 109,866 SH   SOLE   76,855 0 33,011
Lennar Corp COM 526057104 29,793 422,181 SH   SOLE   293,333 0 128,848
Liberty Broadband Corp COM 530307305 26,908 232,691 SH   SOLE   166,826 0 65,865
Lilly Eli and Co COM 532457108 492 1,518 SH   SOLE   1,518 0 0
Lincoln Natl Corp COM 534187109 25,309 541,145 SH   SOLE   376,988 0 164,157
Linde PLC COM G5494J103 256 889 SH   SOLE   889 0 0
Lithia Motors Inc Cl A COM 536797103 30,918 112,507 SH   SOLE   78,208 0 34,299
Livanova PLC COM G5509L101 6,823 109,228 SH   SOLE   81,429 0 27,799
Lockheed Martin Corp COM 539830109 45,343 105,458 SH   SOLE   73,384 0 32,074
Louisiana-Pacific Corp COM 546347105 5,401 103,049 SH   SOLE   71,505 0 31,544
Lowe's Cos Inc COM 548661107 39,429 225,734 SH   SOLE   173,635 0 52,099
Lumen Technologies Inc COM 550241103 190 17,409 SH   SOLE   17,409 0 0
LyondellBasell Industries N.V. COM N53745100 5,508 62,973 SH   SOLE   43,988 0 18,985
Macy's Inc COM 55616P104 241 13,149 SH   SOLE   13,149 0 0
Magnolia Oil & Gas Corp Cl A COM 559663109 15,609 743,662 SH   SOLE   564,612 0 179,050
Marathon Oil Corp COM 565849106 19,091 849,251 SH   SOLE   587,144 0 262,107
Markel Corp COM 570535104 29,846 23,078 SH   SOLE   17,810 0 5,268
Marriott Vacations Worldwide C COM 57164Y107 12,971 111,630 SH   SOLE   67,283 0 44,347
Masco Corp COM 574599106 13,692 270,591 SH   SOLE   188,841 0 81,750
Mastercard Incorporated COM 57636Q104 468 1,483 SH   SOLE   1,483 0 0
McDonalds Corp COM 580135101 334 1,352 SH   SOLE   1,352 0 0
McKesson Corp COM 58155Q103 37,325 114,421 SH   SOLE   79,767 0 34,654
Medical Properties Trust Inc COM 58463J304 11,176 731,895 SH   SOLE   434,530 0 297,365
Medtronic plc COM G5960L103 233 2,597 SH   SOLE   2,597 0 0
Merck & Co Inc COM 58933Y105 412 4,521 SH   SOLE   4,521 0 0
Meritage Homes Corp COM 59001A102 8,272 114,093 SH   SOLE   86,313 0 27,780
Meta Platforms Inc COM 30303M102 664 4,115 SH   SOLE   4,115 0 0
Methode Electronics Inc COM 591520200 6,300 170,086 SH   SOLE   128,326 0 41,760
MetLife Inc COM 59156R108 29,127 463,882 SH   SOLE   325,324 0 138,558
Metropolitan Bank Holding Corp COM 591774104 6,204 89,363 SH   SOLE   66,104 0 23,259
MGIC Inv Corp WI COM 552848103 206 16,386 SH   SOLE   16,386 0 0
Microsoft Corp COM 594918104 45,759 178,169 SH   SOLE   127,613 0 50,556
Modine Manufacturing Co COM 607828100 6,895 654,773 SH   SOLE   516,339 0 138,434
Modivcare Inc COM 60783X104 9,568 113,226 SH   SOLE   84,619 0 28,607
Molina Healthcare Inc COM 60855R100 35,880 128,322 SH   SOLE   89,366 0 38,956
Molson Coors Brewing Co COM 60871R209 368 6,754 SH   SOLE   6,754 0 0
Moodys Corp COM 615369105 9,531 35,044 SH   SOLE   35,044 0 0
Moog Inc COM 615394202 8,249 103,906 SH   SOLE   78,992 0 24,914
Morgan Stanley COM 617446448 204 2,680 SH   SOLE   2,680 0 0
Mrc Global Inc COM 55345K103 107 10,766 SH   SOLE   10,766 0 0
MSA Safety Inc COM 553498106 3,691 30,485 SH   SOLE   23,009 0 7,476
Murphy USA Inc COM 626755102 29,386 126,189 SH   SOLE   87,937 0 38,252
NetApp Inc COM 64110D104 41,600 637,647 SH   SOLE   441,774 0 195,873
New York Community Bancorp Inc COM 649445103 28,049 3,072,204 SH   SOLE   2,136,811 0 935,393
Nexstar Media Group Inc COM 65336K103 40,145 246,468 SH   SOLE   175,396 0 71,072
Nike Inc COM 654106103 237 2,320 SH   SOLE   2,320 0 0
NMI Holdings Inc Cl A COM 629209305 13,390 804,212 SH   SOLE   605,329 0 198,883
Northwestern Corp COM 668074305 12,402 210,450 SH   SOLE   159,200 0 51,250
Nov Inc COM 62955J103 21,653 1,280,475 SH   SOLE   890,564 0 389,911
Nucor Corp COM 670346105 5,837 55,900 SH   SOLE   38,848 0 17,052
NVIDIA Corp COM 67066G104 328 2,162 SH   SOLE   2,162 0 0
NVR Inc COM 62944T105 30,488 7,614 SH   SOLE   5,318 0 2,296
O-I Glass Inc Com COM 67098H104 141 10,097 SH   SOLE   10,097 0 0
Oceaneering Intl Inc COM 675232102 204 19,140 SH   SOLE   19,140 0 0
OceanFirst Financial Corp COM 675234108 6,798 355,374 SH   SOLE   265,485 0 89,889
OGE Energy Corp COM 670837103 17,807 461,799 SH   SOLE   321,357 0 140,442
Old Natl Bancorp COM 680033107 168 11,327 SH   SOLE   11,327 0 0
Old Republic Intl Corp COM 680223104 277 12,410 SH   SOLE   12,410 0 0
Old Second Bancorp Inc COM 680277100 3,975 297,067 SH   SOLE   224,840 0 72,227
ON Semiconductor Corp COM 682189105 38,685 768,926 SH   SOLE   533,449 0 235,477
OneMain Holdings Inc COM 68268W103 67,189 1,797,468 SH   SOLE   1,211,479 0 585,989
Open Text Corp COM 683715106 351 9,280 SH   SOLE   9,280 0 0
Oracle Corp COM 68389X105 45,542 651,814 SH   SOLE   453,526 0 198,288
Oshkosh Corp COM 688239201 12,953 157,694 SH   SOLE   109,698 0 47,996
Ovintiv Inc COM 69047Q102 332 7,506 SH   SOLE   7,506 0 0
Owens Corning COM 690742101 5,874 79,050 SH   SOLE   56,415 0 22,635
Oxford Industries Inc COM 691497309 7,921 89,263 SH   SOLE   67,536 0 21,727
Packaging Corp of America COM 695156109 6,572 47,796 SH   SOLE   34,040 0 13,756
Parker-Hannifin Corp COM 701094104 13,450 54,665 SH   SOLE   37,950 0 16,715
Patterson-UTI Energy Inc COM 703481101 414 26,297 SH   SOLE   26,297 0 0
Paychex Inc COM 704326107 43,621 383,073 SH   SOLE   266,441 0 116,632
PBF Energy Inc COM 69318G106 217 7,467 SH   SOLE   7,467 0 0
PDC Energy Inc COM 69327R101 25,599 415,506 SH   SOLE   295,373 0 120,133
PepsiCo Inc COM 713448108 426 2,555 SH   SOLE   2,555 0 0
Performance Food Group Co COM 71377A103 14,955 325,257 SH   SOLE   250,127 0 75,130
Pfizer Inc COM 717081103 515 9,821 SH   SOLE   9,821 0 0
Philip Morris Intl Inc COM 718172109 34,842 352,866 SH   SOLE   247,771 0 105,095
Photronics Inc COM 719405102 14,824 760,994 SH   SOLE   583,369 0 177,625
Pinnacle Financial Partners In COM 72346Q104 27,087 374,591 SH   SOLE   258,578 0 116,013
Pinnacle West Capital Corp COM 723484101 18,120 247,810 SH   SOLE   172,370 0 75,440
Popular Inc COM 733174700 210 2,729 SH   SOLE   2,729 0 0
Portland General Electric Co COM 736508847 37,825 782,630 SH   SOLE   568,615 0 214,015
Post Holdings Inc COM 737446104 228 2,763 SH   SOLE   2,763 0 0
PPL Corp COM 69351T106 17,087 629,808 SH   SOLE   438,189 0 191,619
Premier Inc COM 74051N102 227 6,354 SH   SOLE   6,354 0 0
Prestige Consmr Healthcare Inc COM 74112D101 9,877 167,980 SH   SOLE   127,467 0 40,513
Principal Financial Group Inc COM 74251V102 29,098 435,670 SH   SOLE   305,454 0 130,216
Procter & Gamble Co COM 742718109 616 4,287 SH   SOLE   4,287 0 0
Prog Holdings Inc COM 74319R101 6,528 395,654 SH   SOLE   301,351 0 94,303
Propetro Holding Corp COM 74347M108 217 21,679 SH   SOLE   21,679 0 0
Prosperity Bancshares Inc COM 743606105 17,765 260,219 SH   SOLE   194,345 0 65,874
Prudential Financial Inc COM 744320102 27,914 291,741 SH   SOLE   203,299 0 88,442
Public Service Enterprise Grou COM 744573106 17,293 273,279 SH   SOLE   188,950 0 84,329
PulteGroup Inc COM 745867101 29,957 755,906 SH   SOLE   527,799 0 228,107
QCR Holdings Inc COM 74727A104 9,388 173,880 SH   SOLE   129,863 0 44,017
QUALCOMM Inc COM 747525103 40,973 320,753 SH   SOLE   223,690 0 97,063
Qualys Inc COM 74758T303 290 2,301 SH   SOLE   2,301 0 0
Quanex Building Products Corp COM 747619104 8,268 363,422 SH   SOLE   276,560 0 86,862
Quest Diagnostics Inc COM 74834L100 35,248 265,065 SH   SOLE   185,600 0 79,465
Quidel Corp COM 219798105 11,759 121,002 SH   SOLE   90,749 0 30,253
Ralph Lauren Corp COM 751212101 29,319 327,035 SH   SOLE   227,158 0 99,877
Ramaco Resources Inc COM 75134P303 6,852 521,042 SH   SOLE   388,606 0 132,436
Raytheon Technologies Corp COM 75513E101 252 2,619 SH   SOLE   2,619 0 0
RBB Bancorp COM 74930B105 4,869 235,581 SH   SOLE   175,121 0 60,460
Regal Rexnord Corporation Com COM 758750103 9,968 87,810 SH   SOLE   66,714 0 21,096
Regions Financial Corp COM 7591EP100 301 16,064 SH   SOLE   16,064 0 0
Reliance Steel & Aluminum Co COM 759509102 6,284 36,994 SH   SOLE   26,445 0 10,549
RenaissanceRe Holdings Ltd COM G7496G103 297 1,897 SH   SOLE   1,897 0 0
Republic Services Inc COM 760759100 35,812 273,642 SH   SOLE   195,807 0 77,835
Robert Half Intl Inc COM 770323103 27,419 366,120 SH   SOLE   254,579 0 111,541
Sabra Health Care REIT Inc COM 78573L106 7,787 557,374 SH   SOLE   423,408 0 133,966
Sandy Spring Bancorp Inc COM 800363103 3,906 99,980 SH   SOLE   74,622 0 25,358
Schein Henry Inc COM 806407102 34,024 443,362 SH   SOLE   310,228 0 133,134
Schlumberger Ltd COM 806857108 4,821 134,811 SH   SOLE   134,811 0 0
Science Applications Intl Corp COM 808625107 17,542 188,419 SH   SOLE   142,715 0 45,704
Sealed Air Corp COM 81211K100 25,295 438,243 SH   SOLE   263,709 0 174,534
SeaWorld Entertainment Inc COM 81282V100 26,643 603,052 SH   SOLE   419,605 0 183,447
Select Energy Svcs Inc Cl A COM 81617J301 183 26,901 SH   SOLE   26,901 0 0
Servisfirst Bancshares Inc COM 81768T108 1,839 23,303 SH   SOLE   17,579 0 5,724
Shell PLC Spon ADS COM 780259305 23,033 440,484 SH   SOLE   306,235 0 134,249
Signature Bank COM 82669G104 31,894 177,968 SH   SOLE   125,462 0 52,506
Siriuspoint Ltd COM G8192H106 75 13,767 SH   SOLE   13,767 0 0
Six Flags Entertainment Corp COM 83001A102 14,431 665,004 SH   SOLE   503,228 0 161,776
SLM Corp COM 78442P106 38,853 2,437,469 SH   SOLE   1,623,113 0 814,356
SM Energy Co COM 78454L100 18,458 539,868 SH   SOLE   375,758 0 164,110
Smith & Wesson Brands Inc COM 831754106 246 18,765 SH   SOLE   18,765 0 0
Snap-on Inc COM 833034101 13,521 68,624 SH   SOLE   47,630 0 20,994
Sonoco Products Co COM 835495102 6,854 120,169 SH   SOLE   83,669 0 36,500
Southern First Bancshares Inc COM 842873101 4,342 99,602 SH   SOLE   73,821 0 25,781
SP Plus Corp COM 78469C103 6,299 205,035 SH   SOLE   159,347 0 45,688
Spx Corp COM 784635104 15,854 300,044 SH   SOLE   227,841 0 72,203
SS&C Technologies Holdings Inc COM 78467J100 483 8,320 SH   SOLE   8,320 0 0
STAG Industrial Inc COM 85254J102 52,491 1,699,843 SH   SOLE   1,174,790 0 525,053
Steel Dynamics Inc COM 858119100 5,693 86,064 SH   SOLE   59,763 0 26,301
Stock Yards Bancorp Inc COM 861025104 1,796 30,031 SH   SOLE   23,210 0 6,821
Synchrony Financial COM 87165B103 23,178 839,165 SH   SOLE   584,043 0 255,122
Sysco Corp COM 871829107 10,030 118,403 SH   SOLE   118,403 0 0
T-Mobile US Inc COM 872590104 19,109 142,029 SH   SOLE   99,379 0 42,650
TE Connectivity Ltd Reg COM H84989104 40,998 362,329 SH   SOLE   251,714 0 110,615
Tenet Healthcare Corp New COM 88033G407 31,441 598,189 SH   SOLE   417,568 0 180,621
Teradata Corp COM 88076W103 278 7,508 SH   SOLE   7,508 0 0
Tesla Inc COM 88160R101 638 947 SH   SOLE   947 0 0
Texas Instruments Inc COM 882508104 12,919 84,081 SH   SOLE   84,081 0 0
The Chemours Co COM 163851108 5,527 172,625 SH   SOLE   120,002 0 52,623
The First of Long Island Corp COM 320734106 1,673 95,433 SH   SOLE   71,427 0 24,006
The Goldman Sachs Group Inc COM 38141G104 28,737 96,750 SH   SOLE   67,503 0 29,247
The Hanover Insurance Group In COM 410867105 11,386 77,856 SH   SOLE   58,307 0 19,549
The Home Depot Inc COM 437076102 505 1,843 SH   SOLE   1,843 0 0
The Timken Co COM 887389104 13,346 251,567 SH   SOLE   174,528 0 77,039
The Western Union Co COM 959802109 306 18,598 SH   SOLE   18,598 0 0
Thermo Fisher Scientific Inc COM 883556102 389 716 SH   SOLE   716 0 0
Toll Brothers Inc COM 889478103 251 5,618 SH   SOLE   5,618 0 0
TOTAL SE SPONSORED ADS COM 89151E109 23,349 443,558 SH   SOLE   308,710 0 134,848
Tractor Supply Co COM 892356106 32,148 165,842 SH   SOLE   115,193 0 50,649
TransDigm Group Inc COM 893641100 13,400 24,968 SH   SOLE   15,040 0 9,928
Travel and Leisure Co COM 894164102 27,643 712,092 SH   SOLE   428,329 0 283,763
Trinet Group Inc COM 896288107 232 2,993 SH   SOLE   2,993 0 0
Triton Intl Ltd Cl A COM G9078F107 12,456 236,579 SH   SOLE   177,602 0 58,977
TTM Technologies Inc COM 87305R109 3,357 268,543 SH   SOLE   204,122 0 64,421
Tyson Foods Inc COM 902494103 35,798 415,962 SH   SOLE   290,332 0 125,630
Ufp Industries Inc COM 90278Q108 5,965 87,547 SH   SOLE   60,784 0 26,763
UGI Corp COM 902681105 20,944 542,450 SH   SOLE   324,965 0 217,485
Ulta Beauty Inc COM 90384S303 31,435 81,548 SH   SOLE   57,115 0 24,433
Unilever PLC Sp ADR COM 904767704 37,258 812,968 SH   SOLE   565,938 0 247,030
Union Pacific Corp COM 907818108 8,145 38,187 SH   SOLE   38,187 0 0
United Parcel Service Inc Cl B COM 911312106 239 1,311 SH   SOLE   1,311 0 0
United Rentals Inc COM 911363109 12,419 51,126 SH   SOLE   35,675 0 15,451
United States Steel Corp COM 912909108 5,059 282,476 SH   SOLE   196,554 0 85,922
United Therapeutics Corp COM 91307C102 37,709 160,028 SH   SOLE   111,440 0 48,588
UnitedHealth Group Inc COM 91324P102 7,797 15,181 SH   SOLE   15,181 0 0
Univar Inc COM 91336L107 19,929 801,319 SH   SOLE   574,736 0 226,583
Universal Health Services Inc COM 913903100 28,560 283,584 SH   SOLE   168,476 0 115,108
Unum Group COM 91529Y106 28,275 831,124 SH   SOLE   580,383 0 250,741
Upland Software In COM 91544A109 4,960 341,585 SH   SOLE   261,314 0 80,271
US Foods Holding Corp COM 912008109 32,773 1,068,217 SH   SOLE   641,810 0 426,407
Valvoline Inc COM 92047W101 6,231 216,136 SH   SOLE   150,458 0 65,678
Vanda Pharmaceuticals Inc COM 921659108 122 11,206 SH   SOLE   11,206 0 0
Veritex Holdings Inc COM 923451108 5,582 190,770 SH   SOLE   142,390 0 48,380
Verizon Communications Inc COM 92343V104 19,130 376,937 SH   SOLE   265,145 0 111,792
VICI Properties Inc COM 925652109 21,831 732,846 SH   SOLE   437,506 0 295,340
Visa Inc COM 92826C839 557 2,829 SH   SOLE   2,829 0 0
Vistra Energy Corp COM 92840M102 17,239 754,460 SH   SOLE   530,249 0 224,211
Voya Financial Inc COM 929089100 28,036 470,951 SH   SOLE   328,903 0 142,048
Walmart Inc COM 931142103 329 2,707 SH   SOLE   2,707 0 0
Waste Management Inc COM 94106L109 10,001 65,374 SH   SOLE   65,374 0 0
Wells Fargo & Co COM 949746101 260 6,640 SH   SOLE   6,640 0 0
WESCO Intl Inc COM 95082P105 527 4,919 SH   SOLE   4,919 0 0
Westlake Corporation COM 960413102 5,397 55,056 SH   SOLE   39,268 0 15,788
WestRock Co COM 96145D105 432 10,839 SH   SOLE   10,839 0 0
Whirlpool Corp COM 963320106 306 1,974 SH   SOLE   1,974 0 0
Williams-Sonoma Inc COM 969904101 28,231 254,452 SH   SOLE   177,752 0 76,700
Worthington Industries Inc COM 981811102 7,269 164,822 SH   SOLE   124,875 0 39,947
WSFS Financial Corp COM 929328102 2,030 50,644 SH   SOLE   38,413 0 12,231
Xerox Corp COM 98421M106 265 17,830 SH   SOLE   17,830 0 0
Yeti Holdings Inc COM 98585X104 8,240 190,435 SH   SOLE   143,840 0 46,595
Zebra Technologies Corp COM 989207105 16,933 57,604 SH   SOLE   34,631 0 22,973
Ziff Davis Inc Com COM 48123V102 223 2,990 SH   SOLE   2,990 0 0
Zimmer Biomet Holdings Inc COM 98956P102 36,723 349,545 SH   SOLE   246,070 0 103,475
Zions Bancorporation COM 989701107 272 5,335 SH   SOLE   5,335 0 0