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   12,745,291 116,587 SH   SOLE   79,190 0 37,397
A10 Networks Inc COM 002121101   734,307 55,756 SH   SOLE   13,269 0 42,487
Abbott Laboratories COM 002824100   360,920 3,279 SH   SOLE   3,279 0 0
AbbVie Inc COM 00287Y109   31,918,396 205,965 SH   SOLE   141,551 0 64,414
ABM Industries Inc COM 000957100   4,142,651 92,408 SH   SOLE   92,408 0 0
Accenture plc COM G1151C101   6,645,534 18,938 SH   SOLE   18,938 0 0
Acco Brands Corp COM 00081T108   503,904 82,879 SH   SOLE   19,262 0 63,617
ACI Worldwide Inc COM 004498101   3,000,728 98,063 SH   SOLE   98,063 0 0
Acuity Brands Inc COM 00508Y102   13,044,394 63,684 SH   SOLE   43,225 0 20,459
Adobe Inc COM 00724F101   485,632 814 SH   SOLE   814 0 0
Adtalem Global Education Inc COM 00737L103   10,874,389 184,468 SH   SOLE   175,585 0 8,883
Advansix Inc COM 00773T101   521,933 17,421 SH   SOLE   4,146 0 13,275
AECOM COM 00766T100   3,294,390 35,642 SH   SOLE   8,748 0 26,894
AerCap Holdings NV COM N00985106   2,458,580 33,081 SH   SOLE   33,081 0 0
Affiliated Managers Group COM 008252108   1,031,322 6,811 SH   SOLE   1,741 0 5,070
AGCO Corp COM 001084102   12,065,119 99,375 SH   SOLE   68,023 0 31,352
Air Lease Corp Cl A COM 00912X302   4,846,503 115,558 SH   SOLE   115,558 0 0
Alaska Air Group Inc COM 011659109   2,028,983 51,932 SH   SOLE   51,932 0 0
Alight Inc Cl A COM 01626W101   5,253,977 615,941 SH   SOLE   615,941 0 0
Allete Inc COM 018522300   1,181,428 19,317 SH   SOLE   4,597 0 14,720
Alliant Energy Corp COM 018802108   5,879,750 114,615 SH   SOLE   114,615 0 0
Allison Transmission Holdings COM 01973R101   19,375,464 333,198 SH   SOLE   266,797 0 66,401
Ally Financial Inc COM 02005N100   54,386,817 1,557,469 SH   SOLE   1,169,058 0 388,411
Alpha & Omega Semiconductor Lt COM G6331P104   1,033,670 39,665 SH   SOLE   9,446 0 30,219
Alpha Metallurgical Resource I COM 020764106   1,106,913 3,266 SH   SOLE   777 0 2,489
Alphabet Inc Cap Stock Cl A COM 02079K305   10,726,935 76,791 SH   SOLE   76,791 0 0
Amazon.com Inc COM 023135106   2,234,734 14,708 SH   SOLE   14,708 0 0
Amcor PLC COM G0250X107   7,007,721 726,942 SH   SOLE   498,370 0 228,572
Amdocs Ltd COM G02602103   80,666,145 917,808 SH   SOLE   618,954 0 298,854
American Eagle Outfitters Inc COM 02553E106   1,804,440 85,276 SH   SOLE   20,308 0 64,968
American Express Co COM 025816109   219,562 1,172 SH   SOLE   1,172 0 0
American Tower Corp COM 03027X100   13,573,023 62,873 SH   SOLE   62,873 0 0
Ameriprise Financial Inc COM 03076C106   39,739,334 104,624 SH   SOLE   71,412 0 33,212
Amgen Inc COM 031162100   31,258,235 108,528 SH   SOLE   74,871 0 33,657
Amicus Therapeutics Inc COM 03152W109   3,177,396 223,918 SH   SOLE   223,918 0 0
AMN Healthcare Services Inc COM 001744101   6,750,207 90,147 SH   SOLE   75,144 0 15,003
Andersons Inc COM 034164103   659,466 11,461 SH   SOLE   2,727 0 8,734
ANI Pharmaceuticals Inc COM 00182C103   3,613,379 65,531 SH   SOLE   65,531 0 0
APA Corporation COM 03743Q108   12,947,406 360,853 SH   SOLE   360,853 0 0
Apogee Enterprises Inc COM 037598109   539,388 10,099 SH   SOLE   2,405 0 7,694
Apple Inc COM 037833100   79,851,047 414,746 SH   SOLE   288,946 0 125,800
Applied Industrial Technologie COM 03820C105   2,292,114 13,273 SH   SOLE   3,169 0 10,104
Applied Materials Inc COM 038222105   79,523,535 490,674 SH   SOLE   336,110 0 154,564
ArcBest Corp COM 03937C105   2,084,922 17,344 SH   SOLE   4,130 0 13,214
Arch Capital Group Ltd COM G0450A105   15,277,190 205,698 SH   SOLE   205,698 0 0
Arch Resources Inc COM 03940R107   6,210,305 37,425 SH   SOLE   37,425 0 0
Archer-Daniels-Midland Co COM 039483102   6,759,431 93,595 SH   SOLE   64,864 0 28,731
Ardmore Shipping Corp COM Y0207T100   1,029,866 73,092 SH   SOLE   17,571 0 55,521
Arista Networks Inc COM 040413106   76,476,927 324,729 SH   SOLE   221,072 0 103,657
Assurant Inc COM 04621X108   5,072,391 30,105 SH   SOLE   30,105 0 0
AT&T Inc COM 00206R102   190,067 11,327 SH   SOLE   11,327 0 0
Atkore Intl Group Inc COM 047649108   19,530,880 122,068 SH   SOLE   95,691 0 26,377
Autoliv Inc COM 052800109   12,148,007 110,246 SH   SOLE   75,345 0 34,901
AutoNation Inc COM 05329W102   51,491,015 342,862 SH   SOLE   232,450 0 110,412
AutoZone Inc COM 053332102   44,213,931 17,100 SH   SOLE   11,670 0 5,430
AvalonBay Communities Inc COM 053484101   3,181,804 16,995 SH   SOLE   16,995 0 0
Avantor Inc COM 05352A100   5,687,044 249,104 SH   SOLE   249,104 0 0
Avient Corporation COM 05368V106   4,724,555 113,653 SH   SOLE   113,653 0 0
Axalta Coating Systems Ltd COM G0750C108   3,099,627 91,246 SH   SOLE   22,430 0 68,816
Axis Capital Holdings Ltd COM G0692U109   18,751,272 338,654 SH   SOLE   320,339 0 18,315
Baker Hughes Company COM 05722G100   18,017,816 527,145 SH   SOLE   360,534 0 166,611
Bank of America Corp COM 060505104   384,814 11,429 SH   SOLE   11,429 0 0
Bank of NT Butterfield & Son L COM G0772R208   606,590 18,950 SH   SOLE   4,691 0 14,259
Bank Ozk COM 06417N103   44,102,938 885,068 SH   SOLE   598,173 0 286,895
Beacon Roofing Supply Inc COM 073685109   6,708,633 77,093 SH   SOLE   77,093 0 0
Beazer Homes USA Inc COM 07556Q881   634,509 18,778 SH   SOLE   4,471 0 14,307
Belden Inc COM 077454106   4,861,806 62,936 SH   SOLE   62,936 0 0
Berkshire Hathaway Inc COM 084670702   14,068,810 39,446 SH   SOLE   39,446 0 0
Berry Global Group Inc COM 08579W103   7,282,298 108,062 SH   SOLE   73,756 0 34,306
Berry Pete Corp COM 08579X101   370,256 52,668 SH   SOLE   13,206 0 39,462
Biogen Inc COM 09062X103   32,990,070 127,488 SH   SOLE   87,213 0 40,275
BlackRock Inc COM 09247X101   232,175 286 SH   SOLE   286 0 0
Bloomin' Brands Inc COM 094235108   6,083,778 216,120 SH   SOLE   216,120 0 0
Boise Cascade Co COM 09739D100   14,287,165 110,445 SH   SOLE   71,838 0 38,607
Booking Holdings Inc COM 09857L108   269,589 76 SH   SOLE   76 0 0
Booz Allen Hamilton Holding Co COM 099502106   77,467,796 605,643 SH   SOLE   411,857 0 193,786
BorgWarner Inc COM 099724106   12,511,435 348,994 SH   SOLE   238,010 0 110,984
Boston Beer Inc COM 100557107   1,010,160 2,923 SH   SOLE   751 0 2,172
Box Inc Cl A COM 10316T104   1,293,612 50,512 SH   SOLE   12,028 0 38,484
BP p.l.c. COM 055622104   17,724,922 500,704 SH   SOLE   341,593 0 159,111
Brinker Intl Inc COM 109641100   1,172,164 27,146 SH   SOLE   6,461 0 20,685
Bristol-Myers Squibb Co COM 110122108   228,843 4,460 SH   SOLE   4,460 0 0
Bristow Group Inc COM 11040G103   1,028,915 36,396 SH   SOLE   8,434 0 27,962
Broadcom Inc COM 11135F101   828,258 742 SH   SOLE   742 0 0
Brown & Brown Inc COM 115236101   6,399,331 89,992 SH   SOLE   89,992 0 0
Builders FirstSource Inc COM 12008R107   11,225,379 67,242 SH   SOLE   37,006 0 30,236
Byline Bancorp Inc COM 124411109   554,744 23,546 SH   SOLE   5,315 0 18,231
Cabot Corp COM 127055101   4,237,291 50,746 SH   SOLE   50,746 0 0
CACI International Inc COM 127190304   1,551,289 4,790 SH   SOLE   1,196 0 3,594
Cadence Bank Com COM 12740C103   10,933,387 369,496 SH   SOLE   369,496 0 0
Cadence Design Systems Inc COM 127387108   76,320,253 280,208 SH   SOLE   189,753 0 90,455
Cal-Maine Foods Inc COM 128030202   5,236,493 91,244 SH   SOLE   91,244 0 0
California Resources Corp Stoc COM 13057Q305   779,737 14,260 SH   SOLE   3,393 0 10,867
Campbell Soup Co COM 134429109   1,879,684 43,481 SH   SOLE   11,011 0 32,470
Cannae Holdings Inc COM 13765N107   7,434,168 381,044 SH   SOLE   381,044 0 0
Capital Bancorp Inc MD Com COM 139737100   2,694,138 111,328 SH   SOLE   111,328 0 0
Cardinal Health Inc COM 14149Y108   28,231,358 280,073 SH   SOLE   191,982 0 88,091
Carlisle Cos Inc COM 142339100   20,596,635 65,924 SH   SOLE   52,845 0 13,079
CarMax Inc COM 143130102   11,086,858 144,473 SH   SOLE   144,473 0 0
Carter's Inc COM 146229109   1,271,408 16,977 SH   SOLE   4,051 0 12,926
Caseys General Stores Inc COM 147528103   46,106,043 167,817 SH   SOLE   114,724 0 53,093
Caterpillar Inc COM 149123101   291,235 985 SH   SOLE   985 0 0
Cathay General Bancorp COM 149150104   5,804,797 130,240 SH   SOLE   113,528 0 16,712
Cboe Global Markets Inc COM 12503M108   1,501,332 8,408 SH   SOLE   2,291 0 6,117
Cencora Inc Com COM 03073E105   30,818,296 150,055 SH   SOLE   103,017 0 47,038
Centene Corp COM 15135B101   30,270,778 407,907 SH   SOLE   277,792 0 130,115
Charles Schwab Corp COM 808513105   203,029 2,951 SH   SOLE   2,951 0 0
Chegg Inc COM 163092109   693,767 61,071 SH   SOLE   14,543 0 46,528
Chesapeake Energy Corp COM 165167735   18,705,576 243,119 SH   SOLE   157,545 0 85,574
Chesapeake Utilities Corp COM 165303108   4,747,752 44,947 SH   SOLE   44,947 0 0
Chevron Corp COM 166764100   460,606 3,088 SH   SOLE   3,088 0 0
Cinemark Holdings Inc COM 17243V102   841,131 59,697 SH   SOLE   14,216 0 45,481
Cisco Systems Inc COM 17275R102   386,680 7,654 SH   SOLE   7,654 0 0
Citigroup Inc COM 172967424   43,419,784 844,086 SH   SOLE   572,467 0 271,619
Clearwater Paper Corp COM 18538R103   4,553,143 126,056 SH   SOLE   126,056 0 0
CMS Energy Corp COM 125896100   5,817,917 100,188 SH   SOLE   100,188 0 0
CNX Resources Corp COM 12653C108   5,805,220 290,261 SH   SOLE   260,356 0 29,905
Cohu Inc COM 192576106   1,053,242 29,761 SH   SOLE   7,170 0 22,591
Collegium Pharmaceutical Inc COM 19459J104   868,488 28,216 SH   SOLE   6,705 0 21,511
Columbia Sportswear Co COM 198516106   3,674,191 46,193 SH   SOLE   46,193 0 0
Columbus McKinnon Corporation COM 199333105   1,074,221 27,530 SH   SOLE   6,545 0 20,985
Comcast Corp COM 20030N101   363,166 8,282 SH   SOLE   8,282 0 0
Comerica Inc COM 200340107   3,799,043 68,071 SH   SOLE   68,071 0 0
Commerce Bancshares Inc COM 200525103   1,345,558 25,193 SH   SOLE   6,197 0 18,996
Commercial Metals Co COM 201723103   8,671,281 173,287 SH   SOLE   108,606 0 64,681
Community Trust Bancorp Inc COM 204149108   511,057 11,652 SH   SOLE   2,843 0 8,809
CommVault Systems Inc COM 204166102   1,016,331 12,728 SH   SOLE   3,029 0 9,699
ConocoPhillips COM 20825C104   257,791 2,221 SH   SOLE   2,221 0 0
Corporate Office Properties Tr COM 22002T108   8,478,301 330,796 SH   SOLE   330,796 0 0
Costco Wholesale Corp COM 22160K105   542,586 822 SH   SOLE   822 0 0
Cracker Barrel Old Country Sto COM 22410J106   1,093,380 14,185 SH   SOLE   3,376 0 10,809
Credit Acceptance Corp COM 225310101   1,045,216 1,962 SH   SOLE   491 0 1,471
Cross Country Healthcare Inc COM 227483104   875,670 38,678 SH   SOLE   9,182 0 29,496
Crossfirst Bankshares Inc COM 22766M109   542,440 39,944 SH   SOLE   9,117 0 30,827
CSG Systems Intl Inc COM 126349109   844,496 15,871 SH   SOLE   3,534 0 12,337
Cummins Inc COM 231021106   12,120,565 50,593 SH   SOLE   34,366 0 16,227
Curtiss-Wright Corp COM 231561101   4,213,850 18,914 SH   SOLE   18,914 0 0
CVS Health Corp COM 126650100   32,940,849 417,184 SH   SOLE   285,063 0 132,121
D.R. Horton Inc COM 23331A109   49,079,205 322,932 SH   SOLE   219,657 0 103,275
Danaher Corp COM 235851102   305,369 1,320 SH   SOLE   1,320 0 0
DaVita Inc COM 23918K108   32,356,069 308,859 SH   SOLE   199,696 0 109,163
Deckers Outdoor Corp COM 243537107   42,952,643 64,259 SH   SOLE   44,153 0 20,106
Delek US Holdings Inc Com COM 24665A103   611,873 23,716 SH   SOLE   5,589 0 18,127
Diamondback Energy Inc COM 25278X109   4,637,047 29,901 SH   SOLE   29,901 0 0
Dicks Sporting Goods Inc COM 253393102   47,195,785 321,169 SH   SOLE   218,919 0 102,250
Dillard's Inc COM 254067101   49,054,374 121,527 SH   SOLE   80,990 0 40,537
Diodes Inc COM 254543101   6,518,658 80,957 SH   SOLE   80,957 0 0
Discover Financial Services COM 254709108   43,576,806 387,694 SH   SOLE   263,524 0 124,170
Dollar General Corp COM 256677105   18,069,794 132,915 SH   SOLE   132,915 0 0
Donnelley Financial Solutions COM 25787G100   4,342,823 69,630 SH   SOLE   69,630 0 0
Douglas Dynamics Inc COM 25960R105   5,798,107 195,354 SH   SOLE   195,354 0 0
Dover Corp COM 260003108   29,815,915 193,849 SH   SOLE   166,543 0 27,306
DROPBOX INC COM 26210C104   79,117,569 2,683,771 SH   SOLE   1,797,696 0 886,075
Dt Midstream Inc Common Stock COM 23345M107   3,715,769 67,806 SH   SOLE   67,806 0 0
Duke Energy Corp COM 26441C204   11,726,411 120,841 SH   SOLE   82,897 0 37,944
DXC Technology Co COM 23355L106   1,461,324 63,897 SH   SOLE   16,390 0 47,507
E L F Beauty Inc COM 26856L103   1,849,861 12,816 SH   SOLE   3,225 0 9,591
East West Bancorp Inc COM 27579R104   7,875,071 109,452 SH   SOLE   109,452 0 0
Eastman Chemical Co COM 277432100   8,929,815 99,419 SH   SOLE   59,677 0 39,742
Ecovyst Inc COM 27923Q109   5,717,160 585,175 SH   SOLE   585,175 0 0
Edgewell Pers Care Co COM 28035Q102   650,549 17,760 SH   SOLE   4,226 0 13,534
Edison International COM 281020107   12,128,350 169,651 SH   SOLE   116,145 0 53,506
Element Solutions Inc COM 28618M106   10,519,074 454,584 SH   SOLE   454,584 0 0
Elevance Health Inc COM 036752103   29,994,045 63,606 SH   SOLE   43,444 0 20,162
EMCOR Group Inc COM 29084Q100   14,035,911 65,153 SH   SOLE   39,101 0 26,052
Emerson Electric Co COM 291011104   12,658,642 130,059 SH   SOLE   87,987 0 42,072
Encompass Health Corp COM 29261A100   13,004,595 194,913 SH   SOLE   194,913 0 0
Encore Cap Group Inc COM 292554102   516,787 10,183 SH   SOLE   2,425 0 7,758
Energizer Holdings Inc COM 29272W109   777,174 24,532 SH   SOLE   5,842 0 18,690
EnerSys COM 29275Y102   7,692,445 76,193 SH   SOLE   76,193 0 0
Enovis Corp COM 194014502   9,535,276 170,212 SH   SOLE   170,212 0 0
Enstar Group Limited COM G3075P101   1,069,079 3,632 SH   SOLE   864 0 2,768
Envista Holdings Corp COM 29415F104   2,461,555 102,309 SH   SOLE   102,309 0 0
EPR Properties COM 26884U109   2,476,958 51,124 SH   SOLE   51,124 0 0
EQT Corp COM 26884L109   19,793,456 511,988 SH   SOLE   367,403 0 144,585
Equinix Inc COM 29444U700   4,573,004 5,678 SH   SOLE   5,678 0 0
Equitable Holdings Inc COM 29452E101   2,441,290 73,312 SH   SOLE   17,954 0 55,358
Equitrans Midstream Corp COM 294600101   1,415,458 139,043 SH   SOLE   33,112 0 105,931
Esab Corporation Com COM 29605J106   13,342,252 154,032 SH   SOLE   154,032 0 0
Essent Group Ltd COM G3198U102   1,355,365 25,699 SH   SOLE   5,826 0 19,873
Ethan Allen Interiors Inc COM 297602104   559,717 17,535 SH   SOLE   4,173 0 13,362
Euronet Worldwide Inc COM 298736109   1,449,480 14,282 SH   SOLE   3,542 0 10,740
Evercore Inc Class A COM 29977A105   7,707,855 45,062 SH   SOLE   45,062 0 0
Everest Group Ltd COM G3223R108   2,134,916 6,038 SH   SOLE   1,519 0 4,519
Evergy Inc COM 30034W106   14,531,175 278,375 SH   SOLE   166,233 0 112,142
Extra Space Storage Inc COM 30225T102   2,891,071 18,032 SH   SOLE   18,032 0 0
Exxon Mobil Corp COM 30231G102   684,363 6,845 SH   SOLE   6,845 0 0
F.N.B. Corporation COM 302520101   5,042,381 366,186 SH   SOLE   366,186 0 0
Federated Hermes Inc Cl B COM 314211103   789,649 23,321 SH   SOLE   5,751 0 17,570
FedEx Corp COM 31428X106   9,103,378 35,986 SH   SOLE   35,986 0 0
Fidelity Natl Financial Inc COM 31620R303   47,008,144 921,367 SH   SOLE   651,719 0 269,648
First Financial Bancorp OH Com COM 320209109   684,713 28,830 SH   SOLE   6,861 0 21,969
First Financial Corp COM 320218100   494,630 11,495 SH   SOLE   2,737 0 8,758
First Interstate BancSystem In COM 32055Y201   4,725,998 153,691 SH   SOLE   153,691 0 0
First Merchants Corp COM 320817109   697,734 18,817 SH   SOLE   4,287 0 14,530
FirstEnergy Corp COM 337932107   11,520,002 314,239 SH   SOLE   213,645 0 100,594
FleetCor Technologies Inc COM 339041105   82,219,727 290,930 SH   SOLE   198,221 0 92,709
Forrester Research Inc COM 346563109   682,475 25,456 SH   SOLE   6,062 0 19,394
Fortinet Inc COM 34959E109   79,100,837 1,351,458 SH   SOLE   922,789 0 428,669
Fortive Corp COM 34959J108   18,659,609 253,424 SH   SOLE   253,424 0 0
Franklin Resources Inc COM 354613101   44,434,704 1,491,598 SH   SOLE   1,014,234 0 477,364
Gartner Inc COM 366651107   74,581,114 165,328 SH   SOLE   113,104 0 52,224
Gates Industrial Corp plc COM G39108108   1,751,256 130,496 SH   SOLE   30,124 0 100,372
General Electric Co New COM 369604301   265,215 2,078 SH   SOLE   2,078 0 0
General Mills Inc COM 370334104   29,120,511 447,045 SH   SOLE   305,755 0 141,290
Genpact Limited COM G3922B107   5,003,238 144,144 SH   SOLE   144,144 0 0
Gentex Corp COM 371901109   12,373,372 378,854 SH   SOLE   258,983 0 119,871
Genuine Parts Co COM 372460105   11,728,319 84,681 SH   SOLE   58,152 0 26,529
German American Bancorp Inc COM 373865104   3,697,689 114,091 SH   SOLE   114,091 0 0
Global Payments Inc COM 37940X102   16,044,799 126,337 SH   SOLE   126,337 0 0
GoDaddy Inc COM 380237107   5,045,572 47,528 SH   SOLE   47,528 0 0
Great Southern Bancorp Inc COM 390905107   517,888 8,726 SH   SOLE   2,124 0 6,602
Greif Inc COM 397624107   610,577 9,309 SH   SOLE   2,297 0 7,012
Group 1 Automotive Inc COM 398905109   1,379,558 4,527 SH   SOLE   1,078 0 3,449
Guess Inc COM 401617105   693,091 30,056 SH   SOLE   7,148 0 22,908
Gulfport Energy Corp Common Sh COM 402635502   580,219 4,356 SH   SOLE   1,037 0 3,319
H&R Block Inc COM 093671105   1,489,167 30,787 SH   SOLE   7,807 0 22,980
Halliburton Co COM 406216101   17,080,477 472,489 SH   SOLE   323,747 0 148,742
Hancock Whitney Corp COM 410120109   4,852,829 99,873 SH   SOLE   99,873 0 0
Harley-Davidson Inc COM 412822108   1,322,409 35,896 SH   SOLE   8,813 0 27,083
HCA Healthcare Inc COM 40412C101   42,223,373 155,990 SH   SOLE   117,876 0 38,114
Helmerich & Payne Inc COM 423452101   7,159,680 197,672 SH   SOLE   197,672 0 0
Hewlett Packard Enterprise Co COM 42824C109   3,592,849 211,593 SH   SOLE   50,139 0 161,454
Hologic Inc COM 436440101   32,643,219 456,868 SH   SOLE   296,716 0 160,152
Home Bancshares Inc COM 436893200   2,541,967 100,354 SH   SOLE   100,354 0 0
Honeywell Intl Inc COM 438516106   266,541 1,271 SH   SOLE   1,271 0 0
Humana Inc COM 444859102   28,336,150 61,895 SH   SOLE   42,705 0 19,190
Independent Bank Corp COM 453838609   550,037 21,139 SH   SOLE   5,452 0 15,687
Ingevity Corp COM 45688C107   6,474,145 137,106 SH   SOLE   126,496 0 10,610
Ingredion Inc COM 457187102   7,030,682 64,781 SH   SOLE   44,357 0 20,424
Innovative Industrial Properti COM 45781V101   5,293,453 52,504 SH   SOLE   52,504 0 0
Installed Building Prods Inc COM 45780R101   11,097,905 60,704 SH   SOLE   51,400 0 9,304
Insteel Industries Inc COM 45774W108   507,457 13,253 SH   SOLE   3,608 0 9,645
Integra Lifesciences Hldgs Cp COM 457985208   4,780,353 109,767 SH   SOLE   109,767 0 0
International Paper Co COM 460146103   8,610,713 238,194 SH   SOLE   141,382 0 96,812
Intl Business Machines Corp COM 459200101   292,264 1,787 SH   SOLE   1,787 0 0
Intuit Inc COM 461202103   80,561,992 128,893 SH   SOLE   87,928 0 40,965
Ipg Photonics Corp COM 44980X109   7,004,955 64,538 SH   SOLE   64,538 0 0
ITT Inc COM 45073V108   5,956,096 49,917 SH   SOLE   49,917 0 0
Jacobs Solutions Inc COM 46982L108   11,704,196 90,171 SH   SOLE   61,917 0 28,254
Janus Henderson Group PLC COM G4474Y214   937,786 31,104 SH   SOLE   7,423 0 23,681
Jazz Pharmaceuticals plc COM G50871105   29,932,911 243,357 SH   SOLE   165,941 0 77,416
Jefferies Financial Group Inc COM 47233W109   1,370,182 33,907 SH   SOLE   8,103 0 25,804
Johnson & Johnson COM 478160104   652,822 4,165 SH   SOLE   4,165 0 0
Johnson Controls Intl plc COM G51502105   9,754,590 169,233 SH   SOLE   169,233 0 0
JPMorgan Chase & Co COM 46625H100   804,403 4,729 SH   SOLE   4,729 0 0
Juniper Networks Inc COM 48203R104   2,244,578 76,139 SH   SOLE   18,919 0 57,220
Kb Home Com COM 48666K109   1,419,404 22,725 SH   SOLE   5,676 0 17,049
KLA-Tencor Corp COM 482480100   79,019,016 135,935 SH   SOLE   92,788 0 43,147
Knight-Swift Trans Holdings In COM 499049104   12,345,344 214,143 SH   SOLE   145,664 0 68,479
Korn Ferry COM 500643200   5,756,238 96,988 SH   SOLE   86,269 0 10,719
Kroger Co COM 501044101   30,295,080 662,767 SH   SOLE   453,033 0 209,734
L3harris Technologies Inc COM 502431109   10,160,730 48,242 SH   SOLE   48,242 0 0
Laboratory Corp of America Hol COM 50540R409   32,329,957 142,241 SH   SOLE   97,523 0 44,718
Lam Research Corp COM 512807108   82,686,408 105,567 SH   SOLE   71,703 0 33,864
Lamar Advertising Co COM 512816109   3,655,607 34,396 SH   SOLE   34,396 0 0
Landstar System Inc COM 515098101   2,530,037 13,065 SH   SOLE   3,219 0 9,846
Lear Corp COM 521865204   12,093,648 85,643 SH   SOLE   58,518 0 27,125
Leidos Holdings Inc COM 525327102   3,423,956 31,633 SH   SOLE   7,809 0 23,824
Lennar Corp COM 526057104   48,556,636 325,796 SH   SOLE   221,873 0 103,923
Leslies Inc COM 527064109   2,703,538 391,250 SH   SOLE   391,250 0 0
Lilly Eli and Co COM 532457108   447,100 767 SH   SOLE   767 0 0
Littelfuse Inc COM 537008104   12,603,681 47,106 SH   SOLE   47,106 0 0
Livanova PLC COM G5509L101   3,820,740 73,845 SH   SOLE   73,845 0 0
LKQ Corp COM 501889208   6,847,542 143,284 SH   SOLE   143,284 0 0
Lockheed Martin Corp COM 539830109   205,771 454 SH   SOLE   454 0 0
Lowe's Cos Inc COM 548661107   8,615,801 38,714 SH   SOLE   38,714 0 0
LSB Industries Inc COM 502160104   479,381 51,491 SH   SOLE   12,254 0 39,237
Lsi Industries Inc COM 50216C108   960,552 68,221 SH   SOLE   16,700 0 51,521
LyondellBasell Industries N.V. COM N53745100   7,438,964 78,239 SH   SOLE   53,686 0 24,553
Magnite Inc COM 55955D100   850,687 91,080 SH   SOLE   21,628 0 69,452
Magnolia Oil & Gas Corp Cl A COM 559663109   5,438,275 255,438 SH   SOLE   255,438 0 0
Marathon Oil Corp COM 565849106   17,011,757 704,129 SH   SOLE   481,433 0 222,696
Marcus Corp COM 566330106   496,391 34,046 SH   SOLE   8,107 0 25,939
Markel Group Inc COM 570535104   20,568,671 14,486 SH   SOLE   14,486 0 0
Marriott Intl Inc COM 571903202   46,411,762 205,808 SH   SOLE   140,787 0 65,021
Marriott Vacations Worldwide C COM 57164Y107   2,569,196 30,265 SH   SOLE   30,265 0 0
Masco Corp COM 574599106   12,850,180 191,851 SH   SOLE   130,705 0 61,146
Masonite Intl Corp COM 575385109   571,709 6,753 SH   SOLE   1,559 0 5,194
Mastercard Incorporated COM 57636Q104   608,203 1,426 SH   SOLE   1,426 0 0
Matador Resources Co COM 576485205   5,236,806 92,100 SH   SOLE   92,100 0 0
Matthews Intl Corp Cl A COM 577128101   1,084,034 29,578 SH   SOLE   6,905 0 22,673
MaxLinear Inc COM 57776J100   1,415,242 59,539 SH   SOLE   14,169 0 45,370
McKesson Corp COM 58155Q103   29,765,910 64,292 SH   SOLE   44,120 0 20,172
Medical Properties Trust Inc COM 58463J304   861,160 175,389 SH   SOLE   175,389 0 0
Medtronic plc COM G5960L103   229,099 2,781 SH   SOLE   2,781 0 0
Mercantile Bank Corp COM 587376104   521,548 12,916 SH   SOLE   3,275 0 9,641
Merchants Bancorp Ind Com COM 58844R108   670,550 15,748 SH   SOLE   3,832 0 11,916
Meritage Homes Corp COM 59001A102   7,619,856 43,742 SH   SOLE   43,742 0 0
Meta Platforms Inc COM 30303M102   1,328,766 3,754 SH   SOLE   3,754 0 0
MetLife Inc COM 59156R108   37,876,024 572,751 SH   SOLE   390,763 0 181,988
MGIC Inv Corp WI COM 552848103   1,489,092 77,195 SH   SOLE   19,173 0 58,022
Microsoft Corp COM 594918104   4,444,793 11,820 SH   SOLE   11,820 0 0
Midland Sts Bancorp Inc COM 597742105   531,191 19,274 SH   SOLE   4,789 0 14,485
Minerals Technologies Inc COM 603158106   649,491 9,108 SH   SOLE   2,170 0 6,938
Modine Manufacturing Co COM 607828100   6,235,844 104,453 SH   SOLE   104,453 0 0
Molina Healthcare Inc COM 60855R100   29,330,062 81,177 SH   SOLE   54,946 0 26,231
Molson Coors Brewing Co COM 60871R209   30,847,698 503,965 SH   SOLE   329,197 0 174,768
Moodys Corp COM 615369105   8,389,619 21,481 SH   SOLE   21,481 0 0
Moog Inc COM 615394202   6,929,605 47,863 SH   SOLE   47,863 0 0
Mueller Industries Inc COM 624756102   13,048,244 276,739 SH   SOLE   187,198 0 89,541
Murphy Oil Corp COM 626717102   5,246,668 122,988 SH   SOLE   122,988 0 0
Murphy USA Inc COM 626755102   45,708,853 128,194 SH   SOLE   85,048 0 43,146
National Storage Affiliates Tr COM 637870106   11,807,960 284,735 SH   SOLE   284,735 0 0
NetApp Inc COM 64110D104   74,256,904 842,297 SH   SOLE   574,670 0 267,627
NetScout Systems Inc COM 64115T104   851,177 38,778 SH   SOLE   9,235 0 29,543
New York Times Co Cl A COM 650111107   1,455,052 29,701 SH   SOLE   7,299 0 22,402
Nexstar Media Group Inc COM 65336K103   4,589,013 29,276 SH   SOLE   29,276 0 0
NMI Holdings Inc Cl A COM 629209305   8,207,767 276,542 SH   SOLE   276,542 0 0
Nordstrom Inc COM 655664100   1,608,545 87,184 SH   SOLE   21,633 0 65,551
Northwest Bancshares Inc COM 667340103   629,841 50,468 SH   SOLE   11,542 0 38,926
Northwest Nat Holding Co COM 66765N105   841,416 21,608 SH   SOLE   5,142 0 16,466
Northwestern Corp COM 668074305   8,316,647 163,424 SH   SOLE   163,424 0 0
NRG Energy Inc COM 629377508   12,130,578 234,634 SH   SOLE   157,895 0 76,739
Nucor Corp COM 670346105   7,373,205 42,365 SH   SOLE   29,176 0 13,189
NVIDIA Corp COM 67066G104   1,530,725 3,091 SH   SOLE   3,091 0 0
NVR Inc COM 62944T105   2,121,136 303 SH   SOLE   79 0 224
O'Reilly Automotive Inc COM 67103H107   44,404,839 46,738 SH   SOLE   31,946 0 14,792
O-I Glass Inc Com COM 67098H104   738,148 45,064 SH   SOLE   10,725 0 34,339
Oceaneering Intl Inc COM 675232102   1,331,936 62,591 SH   SOLE   13,879 0 48,712
OceanFirst Financial Corp COM 675234108   3,028,348 174,444 SH   SOLE   174,444 0 0
OFG Bancorp Com COM 67103X102   646,268 17,243 SH   SOLE   4,106 0 13,137
OGE Energy Corp COM 670837103   11,008,888 315,170 SH   SOLE   215,544 0 99,626
Oil States Intl Inc COM 678026105   768,601 113,196 SH   SOLE   26,934 0 86,262
Old Natl Bancorp COM 680033107   1,142,659 67,653 SH   SOLE   16,104 0 51,549
Old Republic Intl Corp COM 680223104   1,800,015 61,225 SH   SOLE   15,103 0 46,122
Olin Corp COM 680665205   1,319,455 24,457 SH   SOLE   6,295 0 18,162
Olympic Steel Inc COM 68162K106   555,011 8,321 SH   SOLE   1,984 0 6,337
OneMain Holdings Inc COM 68268W103   17,050,457 346,554 SH   SOLE   346,554 0 0
Oracle Corp COM 68389X105   303,428 2,878 SH   SOLE   2,878 0 0
Oshkosh Corp COM 688239201   13,079,883 120,652 SH   SOLE   82,236 0 38,416
OSI Systems Inc COM 671044105   5,190,778 40,223 SH   SOLE   40,223 0 0
Ovintiv Inc COM 69047Q102   19,152,897 436,086 SH   SOLE   283,108 0 152,978
Owens Corning COM 690742101   9,375,548 63,250 SH   SOLE   37,715 0 25,535
Oxford Industries Inc COM 691497309   4,150,000 41,500 SH   SOLE   36,424 0 5,076
Pacira Biosciences Inc COM 695127100   1,059,908 31,414 SH   SOLE   7,101 0 24,313
Packaging Corp of America COM 695156109   6,997,310 42,952 SH   SOLE   29,267 0 13,685
Parker-Hannifin Corp COM 701094104   12,250,934 26,592 SH   SOLE   18,254 0 8,338
Patrick Industries Inc COM 703343103   749,213 7,466 SH   SOLE   1,668 0 5,798
Patterson-UTI Energy Inc COM 703481101   4,475,056 414,357 SH   SOLE   414,357 0 0
Paychex Inc COM 704326107   71,817,017 602,947 SH   SOLE   410,506 0 192,441
Pediatrix Medical Group Inc COM 58502B106   762,488 81,988 SH   SOLE   19,525 0 62,463
Peoples Bancorp Inc COM 709789101   575,574 17,049 SH   SOLE   4,179 0 12,870
Pfizer Inc COM 717081103   311,393 10,816 SH   SOLE   10,816 0 0
Philip Morris Intl Inc COM 718172109   299,551 3,184 SH   SOLE   3,184 0 0
Photronics Inc COM 719405102   7,609,421 242,570 SH   SOLE   242,570 0 0
Pinnacle Financial Partners In COM 72346Q104   16,041,851 183,924 SH   SOLE   183,924 0 0
Pinnacle West Capital Corp COM 723484101   11,003,661 153,169 SH   SOLE   103,681 0 49,488
Piper Sandler Companies COM 724078100   624,636 3,572 SH   SOLE   870 0 2,702
Portland General Electric Co COM 736508847   9,564,965 220,696 SH   SOLE   220,696 0 0
Post Holdings Inc COM 737446104   30,882,378 350,697 SH   SOLE   233,821 0 116,876
PPL Corp COM 69351T106   12,088,416 446,067 SH   SOLE   304,547 0 141,520
Preferred Bank Los Angeles CA COM 740367404   586,665 8,031 SH   SOLE   1,913 0 6,118
Premier Inc COM 74051N102   1,361,679 60,898 SH   SOLE   16,172 0 44,726
Prestige Consmr Healthcare Inc COM 74112D101   6,277,927 102,547 SH   SOLE   102,547 0 0
Primo Water Corporation COM 74167P108   4,389,242 291,644 SH   SOLE   291,644 0 0
Principal Financial Group Inc COM 74251V102   1,571,905 19,981 SH   SOLE   5,187 0 14,794
Procter & Gamble Co COM 742718109   626,165 4,273 SH   SOLE   4,273 0 0
Prog Holdings Inc COM 74319R101   3,889,683 125,839 SH   SOLE   103,105 0 22,734
Propetro Holding Corp COM 74347M108   941,082 112,301 SH   SOLE   27,145 0 85,156
Prosperity Bancshares Inc COM 743606105   12,809,775 189,130 SH   SOLE   189,130 0 0
Public Service Enterprise Grou COM 744573106   11,330,789 185,295 SH   SOLE   126,843 0 58,452
PulteGroup Inc COM 745867101   50,582,342 490,044 SH   SOLE   324,914 0 165,130
PVH Corp COM 693656100   45,910,892 375,949 SH   SOLE   256,226 0 119,723
QCR Holdings Inc COM 74727A104   3,542,638 60,672 SH   SOLE   60,672 0 0
QUALCOMM Inc COM 747525103   317,174 2,193 SH   SOLE   2,193 0 0
Qualys Inc COM 74758T303   1,637,171 8,341 SH   SOLE   2,031 0 6,310
Quanex Building Products Corp COM 747619104   7,030,427 229,978 SH   SOLE   218,773 0 11,205
Quest Diagnostics Inc COM 74834L100   33,084,306 239,950 SH   SOLE   156,092 0 83,858
Quidel Corp COM 219798105   8,700,875 118,058 SH   SOLE   118,058 0 0
Ramaco Resources Inc Cl A COM 75134P600   4,755,630 276,812 SH   SOLE   276,812 0 0
Ramaco Resources Inc Cl B COM 75134P501   816,196 61,322 SH   SOLE   61,322 0 0
Range Resources Corp COM 75281A109   17,839,819 586,065 SH   SOLE   400,979 0 185,086
RBB Bancorp COM 74930B105   1,491,556 78,338 SH   SOLE   78,338 0 0
Regions Financial Corp COM 7591EP100   45,450,054 2,345,204 SH   SOLE   1,546,664 0 798,540
Reliance Steel & Aluminum Co COM 759509102   9,120,644 32,611 SH   SOLE   19,757 0 12,854
Republic Services Inc COM 760759100   16,676,194 101,123 SH   SOLE   101,123 0 0
Rex American Resources Corp COM 761624105   498,400 10,537 SH   SOLE   2,382 0 8,155
Rhythm Pharmaceuticals Inc COM 76243J105   3,517,027 76,507 SH   SOLE   76,507 0 0
Royal Caribbean Group COM V7780T103   47,825,448 369,337 SH   SOLE   251,474 0 117,863
Rtx Corporation Com COM 75513E101   239,210 2,843 SH   SOLE   2,843 0 0
Ryder System Inc COM 783549108   12,591,016 109,430 SH   SOLE   74,737 0 34,693
Ryerson Holding Corp COM 783754104   612,137 17,651 SH   SOLE   4,201 0 13,450
Sabra Health Care REIT Inc COM 78573L106   5,268,513 369,202 SH   SOLE   369,202 0 0
Salesforce Inc COM 79466L302   454,969 1,729 SH   SOLE   1,729 0 0
Sandy Spring Bancorp Inc COM 800363103   2,455,141 90,130 SH   SOLE   90,130 0 0
Sanmina Corporation Com COM 801056102   5,941,095 115,653 SH   SOLE   115,653 0 0
SBA Communications Corp COM 78410G104   8,717,803 34,364 SH   SOLE   34,364 0 0
Schein Henry Inc COM 806407102   35,691,132 471,419 SH   SOLE   305,289 0 166,130
Schlumberger Ltd COM 806857108   6,941,824 133,394 SH   SOLE   133,394 0 0
Science Applications Intl Corp COM 808625107   10,978,451 88,308 SH   SOLE   79,492 0 8,816
Scotts Miracle-Gro Co Cl A COM 810186106   3,809,700 59,760 SH   SOLE   47,566 0 12,194
Sealed Air Corp COM 81211K100   6,251,859 171,190 SH   SOLE   171,190 0 0
Select Med Holdings Corp COM 81619Q105   1,064,433 45,295 SH   SOLE   10,778 0 34,517
Select Water Solutions Inc Cl COM 81617J301   849,617 111,939 SH   SOLE   26,658 0 85,281
ServiceNow Inc COM 81762P102   279,770 396 SH   SOLE   396 0 0
Servisfirst Bancshares Inc COM 81768T108   1,848,449 27,742 SH   SOLE   27,742 0 0
Shell PLC Spon ADS COM 780259305   17,239,797 262,003 SH   SOLE   178,687 0 83,316
Signet Jewelers Limited COM G81276100   7,437,301 69,339 SH   SOLE   69,339 0 0
Siriuspoint Ltd COM G8192H106   792,257 68,298 SH   SOLE   15,756 0 52,542
Six Flags Entertainment Corp COM 83001A102   4,614,595 183,995 SH   SOLE   183,995 0 0
SLM Corp COM 78442P106   2,624,105 137,244 SH   SOLE   137,244 0 0
SM Energy Co COM 78454L100   24,379,157 629,627 SH   SOLE   479,433 0 150,194
Smart Global Holdings Inc COM G8232Y101   1,072,517 56,657 SH   SOLE   13,518 0 43,139
Snap-on Inc COM 833034101   11,764,742 40,731 SH   SOLE   27,692 0 13,039
Sonoco Products Co COM 835495102   7,291,538 130,509 SH   SOLE   88,636 0 41,873
South State Corp COM 840441109   11,220,196 132,862 SH   SOLE   132,862 0 0
SpartanNash Co COM 847215100   762,514 33,225 SH   SOLE   7,912 0 25,313
SS&C Technologies Holdings Inc COM 78467J100   2,233,021 36,541 SH   SOLE   9,156 0 27,385
STAG Industrial Inc COM 85254J102   24,404,919 621,623 SH   SOLE   621,623 0 0
Starbucks Corp COM 855244109   230,424 2,400 SH   SOLE   2,400 0 0
State Street Corp COM 857477103   39,424,661 508,968 SH   SOLE   350,324 0 158,644
Steel Dynamics Inc COM 858119100   7,231,972 61,236 SH   SOLE   41,861 0 19,375
Stryker Corp COM 863667101   220,403 736 SH   SOLE   736 0 0
Super Micro Computer Inc COM 86800U104   74,392,263 261,705 SH   SOLE   178,322 0 83,383
Synchrony Financial COM 87165B103   44,185,410 1,156,989 SH   SOLE   771,282 0 385,707
Sysco Corp COM 871829107   11,571,506 158,232 SH   SOLE   158,232 0 0
T-Mobile US Inc COM 872590104   11,462,473 71,493 SH   SOLE   48,955 0 22,538
Taylor Morrison Home Corp COM 87724P106   1,234,466 23,139 SH   SOLE   5,756 0 17,383
Td Synnex Corporation COM 87162W100   1,995,520 18,544 SH   SOLE   4,585 0 13,959
Teledyne Technologies Inc COM 879360105   5,067,623 11,355 SH   SOLE   11,355 0 0
Tenet Healthcare Corp New COM 88033G407   2,590,615 34,281 SH   SOLE   8,361 0 25,920
Tesla Inc COM 88160R101   732,022 2,946 SH   SOLE   2,946 0 0
Texas Instruments Inc COM 882508104   13,656,232 80,114 SH   SOLE   80,114 0 0
The Cigna Group Com COM 125523100   39,533,988 132,022 SH   SOLE   99,227 0 32,795
The Clorox Co COM 189054109   1,793,925 12,581 SH   SOLE   2,994 0 9,587
The Goldman Sachs Group Inc COM 38141G104   42,978,636 111,410 SH   SOLE   76,319 0 35,091
The Hanover Insurance Group In COM 410867105   8,271,009 68,119 SH   SOLE   68,119 0 0
The Hartford Financial Service COM 416515104   38,065,155 473,565 SH   SOLE   321,654 0 151,911
The Home Depot Inc COM 437076102   203,771 588 SH   SOLE   588 0 0
The Odp Corp COM 88337F105   1,103,367 19,598 SH   SOLE   4,667 0 14,931
The Timken Co COM 887389104   15,132,961 188,808 SH   SOLE   114,497 0 74,311
The TJX Cos Inc COM 872540109   233,305 2,487 SH   SOLE   2,487 0 0
The Walt Disney Co COM 254687106   336,782 3,730 SH   SOLE   3,730 0 0
The Western Union Co COM 959802109   30,140,554 2,528,570 SH   SOLE   1,729,069 0 799,501
Thermo Fisher Scientific Inc COM 883556102   390,131 735 SH   SOLE   735 0 0
Toll Brothers Inc COM 889478103   52,521,681 510,961 SH   SOLE   338,125 0 172,836
TOTAL SE SPONSORED ADS COM 89151E109   17,280,612 256,465 SH   SOLE   175,441 0 81,024
TransDigm Group Inc COM 893641100   79,909,319 78,993 SH   SOLE   54,833 0 24,160
TreeHouse Foods Inc COM 89469A104   683,801 16,497 SH   SOLE   3,926 0 12,571
Trinet Group Inc COM 896288107   17,135,791 144,083 SH   SOLE   112,070 0 32,013
TripAdvisor Inc COM 896945201   1,152,199 53,516 SH   SOLE   13,712 0 39,804
Tronox Holdings PLC COM G9087Q102   663,184 46,835 SH   SOLE   11,729 0 35,106
Trustmark Corp COM 898402102   672,940 24,137 SH   SOLE   5,652 0 18,485
TTM Technologies Inc COM 87305R109   2,151,773 136,102 SH   SOLE   136,102 0 0
Ufp Industries Inc COM 90278Q108   7,584,476 60,410 SH   SOLE   41,608 0 18,802
UGI Corp COM 902681105   12,434,267 505,458 SH   SOLE   343,010 0 162,448
Ultra Clean Holdings Inc COM 90385V107   1,244,403 36,450 SH   SOLE   8,654 0 27,796
Union Pacific Corp COM 907818108   5,777,474 23,522 SH   SOLE   23,522 0 0
United Parcel Service Inc Cl B COM 911312106   223,896 1,424 SH   SOLE   1,424 0 0
United Rentals Inc COM 911363109   15,842,448 27,628 SH   SOLE   17,160 0 10,468
UnitedHealth Group Inc COM 91324P102   7,629,077 14,491 SH   SOLE   14,491 0 0
Unitil Corp COM 913259107   699,549 13,307 SH   SOLE   3,169 0 10,138
Universal Health Services Inc COM 913903100   9,049,905 59,367 SH   SOLE   45,718 0 13,649
Univest Financial Corporation COM 915271100   519,203 23,568 SH   SOLE   5,531 0 18,037
Unum Group COM 91529Y106   39,182,271 866,481 SH   SOLE   571,434 0 295,047
US Foods Holding Corp COM 912008109   7,934,762 174,736 SH   SOLE   174,736 0 0
Vanguard Short-Term Corporate COM 92206C409   6,692,505 86,500 SH   SOLE   86,500 0 0
Varex Imaging Corp COM 92214X106   771,866 37,652 SH   SOLE   8,967 0 28,685
Vector Group Ltd COM 92240M108   567,429 50,304 SH   SOLE   11,970 0 38,334
Veritex Holdings Inc COM 923451108   2,664,904 114,521 SH   SOLE   114,521 0 0
Verizon Communications Inc COM 92343V104   11,466,945 304,163 SH   SOLE   209,097 0 95,066
Vestis Corporation Com COM 29430C102   2,674,971 126,536 SH   SOLE   126,536 0 0
Virtu Financial Inc COM 928254101   613,919 30,302 SH   SOLE   6,907 0 23,395
Visa Inc COM 92826C839   718,826 2,761 SH   SOLE   2,761 0 0
Vista Outdoor Inc COM 928377100   769,234 26,014 SH   SOLE   6,194 0 19,820
Vistra Energy Corp COM 92840M102   14,329,941 372,013 SH   SOLE   221,833 0 150,180
Vontier Corporation COM 928881101   11,488,842 332,528 SH   SOLE   227,490 0 105,038
Wabash Natl Corp COM 929566107   587,108 22,916 SH   SOLE   5,457 0 17,459
Walmart Inc COM 931142103   430,069 2,728 SH   SOLE   2,728 0 0
Waste Management Inc COM 94106L109   10,341,234 57,740 SH   SOLE   57,740 0 0
Waterstone Financial Inc COM 94188P101   402,740 28,362 SH   SOLE   6,766 0 21,596
Wells Fargo & Co COM 949746101   42,187,053 857,112 SH   SOLE   584,832 0 272,280
WESCO Intl Inc COM 95082P105   3,385,096 19,468 SH   SOLE   4,756 0 14,712
Westlake Corporation COM 960413102   9,070,948 64,811 SH   SOLE   39,186 0 25,625
Winnebago Industries Inc COM 974637100   812,539 11,149 SH   SOLE   2,757 0 8,392
Worthington Industries Inc COM 981811102   4,989,412 86,697 SH   SOLE   76,142 0 10,555
Worthington Stl Inc COM 982104101   2,020,531 71,905 SH   SOLE   71,905 0 0
WSFS Financial Corp COM 929328102   2,956,514 64,370 SH   SOLE   64,370 0 0
Xerox Corp COM 98421M106   1,652,743 90,166 SH   SOLE   21,472 0 68,694
Yeti Holdings Inc COM 98585X104   4,091,552 79,018 SH   SOLE   79,018 0 0
Zebra Technologies Corp COM 989207105   2,630,801 9,625 SH   SOLE   9,625 0 0
Ziff Davis Inc Com COM 48123V102   1,031,904 15,358 SH   SOLE   3,654 0 11,704
Zimmer Biomet Holdings Inc COM 98956P102   15,069,137 123,822 SH   SOLE   123,822 0 0