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
AAR CORP COM 000361105   100,602,635 1,539,208 SH   SOLE   1,074,909 156,178 308,121
ACUITY BRANDS INC COM 00508Y102   76,058,037 276,183 SH   SOLE   148,368 4,026 123,789
ADVANCED ENERGY INDS COM 007973100   172,731,149 1,641,307 SH   SOLE   1,065,452 126,934 448,921
ADVANCED MICRO DEVICES INC COM 007903107   1,389,758 8,470 SH   SOLE   0 743 7,727
AFLAC INC COM 001055102   580,242 5,190 SH   SOLE   2,107 1,263 1,820
AGILENT TECHNOLOGIES INC COM 00846U101   74,612,388 502,508 SH   SOLE   256,960 83,597 161,951
AIR LEASE CORP CL A 00912X302   116,310,246 2,568,122 SH   SOLE   1,338,376 293,288 936,458
AKAMAI TECHNOLOGIES INC COM 00971T101   217,822,036 2,157,722 SH   SOLE   1,276,775 492,972 387,975
ALBANY INTL CORP CL A 012348108   225,853,057 2,541,959 SH   SOLE   1,678,475 336,556 526,928
ALBEMARLE CORP COM 012653101   134,858,516 1,423,910 SH   SOLE   863,273 348,878 211,759
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   56,596,013 476,598 SH   SOLE   212,248 82,564 181,786
ALPHABET INC CAP STK CL A 02079K305   466,370 2,812 SH   SOLE   0 0 2,812
ALPHABET INC CAP STK CL C 02079K107   394,067 2,357 SH   SOLE   0 0 2,357
AMAZON COM INC COM 023135106   872,024 4,680 SH   SOLE   0 0 4,680
AMBEV SA SPONSORED ADR 02319V103   2,134,751 874,898 SH   SOLE   872,413 2,485 0
AMERICAN TOWER CORP NEW COM 03027X100   2,775,837 11,936 SH   SOLE   6,856 728 4,352
AMERICOLD REALTY TRUST INC COM 03064D108   53,839,819 1,904,486 SH   SOLE   972,243 316,996 615,247
AMKOR TECHNOLOGY INC COM 031652100   71,857,858 2,348,296 SH   SOLE   1,623,918 229,751 494,627
ANSYS INC COM 03662Q105   204,048,740 640,394 SH   SOLE   399,284 133,520 107,590
APPLE INC COM 037833100   1,634,728 7,016 SH   SOLE   0 0 7,016
APPLIED MATLS INC COM 038222105   83,080,536 411,188 SH   SOLE   183,485 125,852 101,851
ARC DOCUMENT SOLUTIONS INC COM 00191G103   39,512 11,690 SH   SOLE   0 0 11,690
ARCHROCK INC COM 03957W106   263,673,382 13,027,341 SH   SOLE   9,068,743 2,492,178 1,466,420
ARROW ELECTRS INC COM 042735100   187,125,724 1,408,761 SH   SOLE   876,218 295,174 237,369
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   32,154,310 3,294,499 SH   SOLE   2,463,541 1,783 829,175
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,479,752 2,976 SH   SOLE   2,959 17 0
ATMOS ENERGY CORP COM 049560105   60,347,172 435,060 SH   SOLE   189,127 89,534 156,399
AUTODESK INC COM 052769106   9,676,510 35,126 SH   SOLE   9,788 0 25,338
AUTOMATIC DATA PROCESSING IN COM 053015103   2,567,778 9,279 SH   SOLE   7,594 668 1,017
AVNET INC COM 053807103   80,064,562 1,474,214 SH   SOLE   710,389 255,291 508,534
AXOS FINANCIAL INC COM 05465C100   226,368 3,600 SH   SOLE   0 0 3,600
BAIDU INC SPON ADR REP A 056752108   70,563,252 670,180 SH   SOLE   501,702 85 168,393
BANCO BRADESCO S A SP ADR PFD NEW 059460303   57,907,966 21,769,912 SH   SOLE   16,447,062 1,573 5,321,277
BANCOLOMBIA S A SPON ADR PREF 05968L102   80,018,341 2,549,979 SH   SOLE   1,952,773 252 596,954
BANK AMERICA CORP COM 060505104   1,437,408 36,225 SH   SOLE   28,585 3,365 4,275
BARCLAYS PLC ADR 06738E204   1,980,122 162,973 SH   SOLE   162,031 942 0
BATH & BODY WORKS INC COM 070830104   38,919,067 1,219,269 SH   SOLE   569,932 212,529 436,808
BECTON DICKINSON & CO COM 075887109   1,480,354 6,140 SH   SOLE   5,153 362 625
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   409,171 889 SH   SOLE   0 0 889
BHP GROUP LTD SPONSORED ADS 088606108   5,400,713 86,954 SH   SOLE   84,937 142 1,875
BIO RAD LABS INC CL A 090572207   202,604,584 605,549 SH   SOLE   395,927 126,157 83,465
BOEING CO COM 097023105   325,365 2,140 SH   SOLE   0 0 2,140
BORGWARNER INC COM 099724106   141,511,222 3,899,455 SH   SOLE   2,445,216 920,676 533,563
BOX INC CL A 10316T104   253,149,989 7,734,494 SH   SOLE   5,393,762 1,366,969 973,763
BROADCOM INC COM 11135F101   325,680 1,888 SH   SOLE   0 0 1,888
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   82,298,001 382,728 SH   SOLE   176,019 104,213 102,496
BXP INC COM 101121101   213,350,632 2,651,636 SH   SOLE   1,597,842 663,851 389,943
CABOT CORP COM 127055101   366,022,496 3,274,783 SH   SOLE   2,196,149 468,198 610,436
CAE INC COM 124765108   83,235,563 4,439,230 SH   SOLE   3,115,267 0 1,323,963
CANADIAN NATL RY CO COM 136375102   1,662,476 14,191 SH   SOLE   14,121 70 0
CARNIVAL CORP UNIT 99/99/9999 143658300   82,179,876 4,446,963 SH   SOLE   3,440,916 437 1,005,610
CASELLA WASTE SYS INC CL A 147448104   161,973,600 1,628,039 SH   SOLE   1,136,684 164,016 327,339
CBRE GROUP INC CL A 12504L109   453,990,137 3,647,093 SH   SOLE   2,120,778 726,086 800,229
CENCORA INC COM 03073E105   67,965,157 301,960 SH   SOLE   154,319 50,407 97,234
CENTENE CORP DEL COM 15135B101   146,323,241 1,943,720 SH   SOLE   1,198,105 402,374 343,241
CF INDS HLDGS INC COM 125269100   186,806,162 2,177,228 SH   SOLE   1,443,399 600,211 133,618
CHAMPIONX CORPORATION COM 15872M104   37,480,641 1,243,139 SH   SOLE   635,283 205,296 402,560
CHARLES RIV LABS INTL INC COM 159864107   193,310,101 981,419 SH   SOLE   606,338 217,609 157,472
CHECK POINT SOFTWARE TECH LT ORD M22465104   131,488,900 681,961 SH   SOLE   494,206 80 187,675
CHEESECAKE FACTORY INC COM 163072101   111,339,757 2,745,740 SH   SOLE   1,899,733 273,147 572,860
CHUBB LIMITED COM H1467J104   465,750 1,615 SH   SOLE   861 385 369
CIRRUS LOGIC INC COM 172755100   163,711,140 1,318,019 SH   SOLE   920,867 299,110 98,042
COMCAST CORP NEW CL A 20030N101   385,537 9,230 SH   SOLE   3,787 2,583 2,860
CONMED CORP COM 207410101   200,246,856 2,784,300 SH   SOLE   1,867,201 417,606 499,493
CONNECTONE BANCORP INC COM 20786W107   4,964,735 198,193 SH   SOLE   161,328 34,195 2,670
CONSTELLATION ENERGY CORP COM 21037T109   520,301 2,001 SH   SOLE   0 1,016 985
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108   142,735,042 4,706,068 SH   SOLE   3,225,353 868,049 612,666
CORE LABORATORIES INC COM 21867A105   69,611,985 3,756,718 SH   SOLE   2,506,662 341,884 908,172
CORNING INC COM 219350105   2,247,612 49,781 SH   SOLE   41,418 4,498 3,865
COSTCO WHSL CORP NEW COM 22160K105   203,900 230 SH   SOLE   0 0 230
COTERRA ENERGY INC COM 127097103   46,292,572 1,932,884 SH   SOLE   1,158,780 372,893 401,211
CRACKER BARREL OLD CTRY STOR COM 22410J106   38,792,481 855,402 SH   SOLE   596,196 77,297 181,909
CSX CORP COM 126408103   85,542,447 2,477,337 SH   SOLE   1,085,796 741,333 650,208
CTS CORP COM 126501105   81,392,287 1,682,354 SH   SOLE   1,159,424 169,878 353,052
CUMMINS INC COM 231021106   103,004,075 318,120 SH   SOLE   126,918 95,552 95,650
D R HORTON INC COM 23331A109   361,882,487 1,896,957 SH   SOLE   1,055,315 421,446 420,196
DARDEN RESTAURANTS INC COM 237194105   263,408,134 1,604,875 SH   SOLE   882,423 365,518 356,934
DARLING INGREDIENTS INC COM 237266101   150,660,092 4,054,362 SH   SOLE   2,669,943 319,935 1,064,484
DENNYS CORP COM 24869P104   8,713,279 1,350,896 SH   SOLE   968,651 156,836 225,409
DENTSPLY SIRONA INC COM 24906P109   35,142,659 1,298,694 SH   SOLE   664,704 212,973 421,017
DIAGEO PLC SPON ADR NEW 25243Q205   214,580 1,529 SH   SOLE   1,469 60 0
DIAMONDBACK ENERGY INC COM 25278X109   51,991,357 301,574 SH   SOLE   279,400 7,635 14,539
DIGI INTL INC COM 253798102   51,821,921 1,882,380 SH   SOLE   1,108,574 84,024 689,782
DIODES INC COM 254543101   135,328,919 2,111,545 SH   SOLE   1,479,292 331,420 300,833
DISNEY WALT CO COM 254687106   6,508,408 67,662 SH   SOLE   15,763 1,231 50,668
DOVER CORP COM 260003108   81,140,342 423,179 SH   SOLE   216,375 69,196 137,608
DUKE ENERGY CORP NEW COM NEW 26441C204   1,751,638 15,192 SH   SOLE   13,650 867 675
EASTGROUP PPTYS INC COM 277276101   64,058,150 342,887 SH   SOLE   198,166 14,196 130,525
EASTMAN CHEM CO COM 277432100   250,995,706 2,242,034 SH   SOLE   1,334,397 486,854 420,783
ECOPETROL S A SPONSORED ADS 279158109   4,249,519 475,870 SH   SOLE   163,884 0 311,986
ELBIT SYS LTD ORD M3760D101   1,007,303 5,034 SH   SOLE   5,034 0 0
ELEVANCE HEALTH INC COM 036752103   3,547,440 6,822 SH   SOLE   3,860 520 2,442
ELI LILLY & CO COM 532457108   387,156 437 SH   SOLE   0 0 437
ENERSYS COM 29275Y102   115,534,377 1,132,135 SH   SOLE   795,639 122,940 213,556
ENTEGRIS INC COM 29362U104   212,184,768 1,885,584 SH   SOLE   1,082,372 203,350 599,862
ENTERPRISE FINL SVCS CORP COM 293712105   97,226,277 1,896,728 SH   SOLE   1,307,162 191,434 398,132
EQUINOR ASA SPONSORED ADR 29446M102   95,405,090 3,766,486 SH   SOLE   2,801,574 401 964,511
ESSEX PPTY TR INC COM 297178105   16,885,912 57,159 SH   SOLE   11,904 41,368 3,887
EVEREST GROUP LTD COM G3223R108   89,175,414 227,587 SH   SOLE   176,801 48 50,738
EVERQUOTE INC COM CL A 30041R108   3,496,849 165,806 SH   SOLE   131,722 31,907 2,177
EXELON CORP COM 30161N101   248,247 6,122 SH   SOLE   4,936 0 1,186
EXPRO GROUP HOLDINGS NV COM N3144W105   79,088,694 4,606,214 SH   SOLE   3,183,327 455,083 967,804
EXXON MOBIL CORP COM 30231G102   2,550,004 21,754 SH   SOLE   17,803 1,539 2,412
FACTSET RESH SYS INC COM 303075105   33,725,859 73,341 SH   SOLE   17,034 39,100 17,207
FB FINL CORP COM 30257X104   20,993,760 447,342 SH   SOLE   311,004 58,402 77,936
FIRST MERCHANTS CORP COM 320817109   97,270,820 2,614,807 SH   SOLE   1,792,246 257,812 564,749
FIRSTCASH HOLDINGS INC COM 33768G107   262,462,878 2,286,262 SH   SOLE   1,541,934 317,780 426,548
FLEX LTD ORD Y2573F102   135,500,482 4,053,260 SH   SOLE   1,783,713 703,710 1,565,837
FLOWSERVE CORP COM 34354P105   133,761,470 2,587,763 SH   SOLE   1,689,969 291,202 606,592
FORMFACTOR INC COM 346375108   250,362,176 5,442,656 SH   SOLE   3,760,648 807,940 874,068
FOUR CORNERS PPTY TR INC COM 35086T109   92,461,678 3,154,612 SH   SOLE   2,192,231 339,406 622,975
FRANKLIN ELEC INC COM 353514102   158,817,604 1,515,146 SH   SOLE   1,049,464 158,410 307,272
GATX CORP COM 361448103   407,641,233 3,077,699 SH   SOLE   1,915,672 549,307 612,720
GENERAL DYNAMICS CORP COM 369550108   59,713,209 197,595 SH   SOLE   100,898 33,008 63,689
GLOBAL PMTS INC COM 37940X102   80,625,946 787,209 SH   SOLE   351,950 233,130 202,129
GOLDMAN SACHS GROUP INC COM 38141G104   9,429,370 19,045 SH   SOLE   5,396 380 13,269
HACKETT GROUP INC COM 404609109   12,157,204 462,779 SH   SOLE   388,521 68,766 5,492
HDFC BANK LTD SPONSORED ADS 40415F101   75,534,756 1,207,397 SH   SOLE   947,072 140 260,185
HEARTLAND FINL USA INC COM 42234Q102   147,073,960 2,593,897 SH   SOLE   1,680,238 198,775 714,884
HELEN OF TROY LTD COM G4388N106   39,482,380 638,357 SH   SOLE   453,036 56,130 129,191
HELMERICH & PAYNE INC COM 423452101   105,010,023 3,452,006 SH   SOLE   2,284,513 373,351 794,142
HESS CORP COM 42809H107   13,471,903 99,204 SH   SOLE   22,294 69,337 7,573
HEXCEL CORP NEW COM 428291108   295,485,570 4,779,000 SH   SOLE   3,123,156 770,792 885,052
HOLOGIC INC COM 436440101   148,770,968 1,826,307 SH   SOLE   1,284,761 431,910 109,636
HOME DEPOT INC COM 437076102   204,626 505 SH   SOLE   0 0 505
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   1,315,431 41,457 SH   SOLE   41,220 237 0
HORACE MANN EDUCATORS CORP N COM 440327104   47,025,854 1,345,518 SH   SOLE   943,998 144,322 257,198
HOULIHAN LOKEY INC CL A 441593100   510,600,386 3,231,239 SH   SOLE   2,134,612 540,283 556,344
HSBC HLDGS PLC SPON ADR NEW 404280406   1,874,843 41,488 SH   SOLE   41,252 236 0
HUMANA INC COM 444859102   15,883,878 50,148 SH   SOLE   11,285 25,989 12,874
HUNTINGTON INGALLS INDS INC COM 446413106   165,921,980 627,589 SH   SOLE   383,107 139,595 104,887
ICICI BANK LIMITED ADR 45104G104   123,390,557 4,133,687 SH   SOLE   3,271,311 666 861,710
ICON PLC SHS G4705A100   150,151,654 522,612 SH   SOLE   378,381 67 144,164
INFOSYS LTD SPONSORED ADR 456788108   2,830,740 127,110 SH   SOLE   127,100 0 10
ING GROEP N.V. SPONSORED ADR 456837103   431,391 23,755 SH   SOLE   23,755 0 0
INSPERITY INC COM 45778Q107   112,555,256 1,279,037 SH   SOLE   918,004 272,124 88,909
INTEGER HLDGS CORP COM 45826H109   152,305,010 1,171,577 SH   SOLE   809,757 115,125 246,695
INTEL CORP COM 458140100   1,026,399 43,751 SH   SOLE   34,503 4,294 4,954
INTERCONTINENTAL EXCHANGE IN COM 45866F104   130,613,653 813,083 SH   SOLE   349,540 253,122 210,421
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   1,384,771 12,533 SH   SOLE   12,533 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   691,096 3,126 SH   SOLE   866 644 1,616
INTUIT COM 461202103   16,527,915 26,615 SH   SOLE   8,244 0 18,371
IQVIA HLDGS INC COM 46266C105   84,723,647 357,529 SH   SOLE   160,485 100,828 96,216
ISHARES INC MSCI STH KOR ETF 464286772   1,694,045 26,486 SH   SOLE   26,486 0 0
ISHARES TR MSCI EAFE ETF 464287465   1,061,014 12,687 SH   SOLE   0 0 12,687
ISHARES TR MSCI EMG MKT ETF 464287234   4,143,222 90,345 SH   SOLE   83,556 0 6,789
ISHARES TR RUS 2000 VAL ETF 464287630   2,571,697 15,416 SH   SOLE   0 15,416 0
ISHARES TR RUS MDCP VAL ETF 464287473   12,446,048 94,110 SH   SOLE   0 94,110 0
ISHARES TR RUS MID CAP ETF 464287499   1,148,288 13,028 SH   SOLE   0 13,028 0
ISHARES TR RUSSELL 2000 ETF 464287655   2,444,148 11,065 SH   SOLE   0 11,065 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   9,274,077 1,394,598 SH   SOLE   1,377,390 1,509 15,699
JACK IN THE BOX INC COM 466367109   12,877,339 276,694 SH   SOLE   178,710 25,643 72,341
JPMORGAN CHASE & CO. COM 46625H100   10,099,351 47,896 SH   SOLE   15,391 940 31,565
KEYCORP COM 493267108   175,731,336 10,491,423 SH   SOLE   6,668,729 2,247,591 1,575,103
KEYSIGHT TECHNOLOGIES INC COM 49338L103   78,223,598 492,189 SH   SOLE   252,126 81,084 158,979
KIMBALL ELECTRONICS INC COM 49428J109   11,581,170 625,671 SH   SOLE   468,945 67,032 89,694
KIMBERLY-CLARK CORP COM 494368103   576,803 4,054 SH   SOLE   951 777 2,326
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   1,011,866 30,925 SH   SOLE   30,925 0 0
KROGER CO COM 501044101   211,266 3,687 SH   SOLE   3,462 0 225
L3HARRIS TECHNOLOGIES INC COM 502431109   513,086 2,157 SH   SOLE   0 0 2,157
LABCORP HOLDINGS INC COM SHS 504922105   77,565,439 347,080 SH   SOLE   154,263 99,915 92,902
LITTELFUSE INC COM 537008104   114,333,095 431,039 SH   SOLE   297,257 45,196 88,586
LKQ CORP COM 501889208   43,712,839 1,095,011 SH   SOLE   471,219 247,230 376,562
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   131,929 42,285 SH   SOLE   42,285 0 0
LUXFER HLDGS PLC SHS G5698W116   10,962,097 846,494 SH   SOLE   692,532 142,516 11,446
MAGNA INTL INC COM 559222401   922,333 22,474 SH   SOLE   22,367 107 0
MASCO CORP COM 574599106   194,924,209 2,322,185 SH   SOLE   1,131,106 403,923 787,156
MEDIAALPHA INC CL A 58450V104   4,356,143 240,538 SH   SOLE   53,421 0 187,117
MERITAGE HOMES CORP COM 59001A102   142,877,601 696,726 SH   SOLE   479,021 72,180 145,525
META PLATFORMS INC CL A 30303M102   599,917 1,048 SH   SOLE   0 0 1,048
MGP INGREDIENTS INC NEW COM 55303J106   9,982,424 119,909 SH   SOLE   97,151 19,652 3,106
MICROSOFT CORP COM 594918104   1,535,741 3,569 SH   SOLE   0 0 3,569
MIDDLEBY CORP COM 596278101   175,933,085 1,264,523 SH   SOLE   829,844 216,908 217,771
MONOLITHIC PWR SYS INC COM 609839105   199,221,430 215,491 SH   SOLE   151,709 51,131 12,651
MOOG INC CL A 615394202   451,096,317 2,232,929 SH   SOLE   1,489,714 329,505 413,710
MORGAN STANLEY COM NEW 617446448   11,264,800 108,066 SH   SOLE   25,883 3,199 78,984
MURPHY OIL CORP COM 626717102   101,600,182 3,011,268 SH   SOLE   1,477,213 513,329 1,020,726
MYRIAD GENETICS INC COM 62855J104   108,353,416 3,955,948 SH   SOLE   2,713,602 941,747 300,599
NAPCO SEC TECHNOLOGIES INC COM 630402105   388,416 9,600 SH   SOLE   0 0 9,600
NEWPARK RES INC COM PAR $.01NEW 651718504   432,522 62,413 SH   SOLE   62,413 0 0
NEXTRACKER INC CLASS A COM 65290E101   29,782,020 794,611 SH   SOLE   373,101 149,947 271,563
NICE LTD SPONSORED ADR 653656108   24,398,030 140,485 SH   SOLE   140,423 62 0
NORFOLK SOUTHN CORP COM 655844108   10,113,951 40,700 SH   SOLE   10,673 598 29,429
NORTHERN TR CORP COM 665859104   8,380,082 93,081 SH   SOLE   18,436 67,919 6,726
NOV INC COM 62955J103   61,726,350 3,865,144 SH   SOLE   1,942,672 654,582 1,267,890
NOVARTIS AG SPONSORED ADR 66987V109   93,068,088 809,147 SH   SOLE   580,270 86 228,791
NVIDIA CORPORATION COM 67066G104   1,399,475 11,524 SH   SOLE   0 0 11,524
NXP SEMICONDUCTORS N V COM N6596X109   372,976 1,554 SH   SOLE   1,554 0 0
OCCIDENTAL PETE CORP COM 674599105   281,563 5,463 SH   SOLE   5,360 0 103
OCEANEERING INTL INC COM 675232102   147,679,502 5,938,058 SH   SOLE   3,000,482 437,028 2,500,548
ON SEMICONDUCTOR CORP COM 682189105   147,344,133 2,029,254 SH   SOLE   1,202,442 701,276 125,536
ONE GAS INC COM 68235P108   100,719,358 1,353,391 SH   SOLE   935,230 134,291 283,870
ONEOK INC NEW COM 682680103   26,994,620 296,221 SH   SOLE   40,135 143,771 112,315
OXFORD INDS INC COM 691497309   10,238,981 118,015 SH   SOLE   85,302 14,196 18,517
PACKAGING CORP AMER COM 695156109   61,012,696 283,253 SH   SOLE   144,994 47,233 91,026
PAPA JOHNS INTL INC COM 698813102   138,019,196 2,562,079 SH   SOLE   1,823,692 543,388 194,999
PARSONS CORP DEL COM 70202L102   217,075,231 2,093,704 SH   SOLE   1,420,452 198,627 474,625
PEBBLEBROOK HOTEL TR COM 70509V100   65,129,001 4,922,827 SH   SOLE   3,176,016 365,750 1,381,061
PENN ENTERTAINMENT INC COM 707569109   78,253,044 4,149,154 SH   SOLE   2,939,155 927,667 282,332
PERFORMANCE FOOD GROUP CO COM 71377A103   58,411,512 745,330 SH   SOLE   400,433 10,790 334,107
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   45,671,112 3,169,404 SH   SOLE   2,465,102 0 704,302
PINNACLE FINL PARTNERS INC COM 72346Q104   65,701,621 670,630 SH   SOLE   305,281 128,984 236,365
PLEXUS CORP COM 729132100   104,439,468 763,949 SH   SOLE   525,832 77,371 160,746
POPULAR INC COM NEW 733174700   70,751,816 705,613 SH   SOLE   315,833 146,888 242,892
PPG INDS INC COM 693506107   1,316,785 9,941 SH   SOLE   8,059 1,051 831
PROCTER AND GAMBLE CO COM 742718109   233,474 1,348 SH   SOLE   0 0 1,348
PROGRESSIVE CORP COM 743315103   172,200,774 678,597 SH   SOLE   281,276 187,917 209,404
PRUDENTIAL PLC ADR 74435K204   654,481 35,301 SH   SOLE   35,098 203 0
QIAGEN NV SHS NEW N72482149   179,450,741 3,937,914 SH   SOLE   2,505,087 833,274 599,553
RAYMOND JAMES FINL INC COM 754730109   307,309,819 2,509,471 SH   SOLE   1,465,075 535,035 509,361
REINSURANCE GRP OF AMERICA I COM NEW 759351604   562,167,564 2,580,289 SH   SOLE   1,602,678 459,933 517,678
RELX PLC SPONSORED ADR 759530108   3,362,968 70,859 SH   SOLE   70,488 371 0
RENAISSANCERE HLDGS LTD COM G7496G103   162,012,351 594,759 SH   SOLE   273,181 105,888 215,690
REPUBLIC SVCS INC COM 760759100   247,420,219 1,231,927 SH   SOLE   750,756 254,913 226,258
RESTAURANT BRANDS INTL INC COM 76131D103   7,129,134 98,851 SH   SOLE   34,753 133 63,965
RIO TINTO PLC SPONSORED ADR 767204100   96,234,224 1,352,174 SH   SOLE   976,246 119 375,809
ROGERS COMMUNICATIONS INC CL B 775109200   1,335,857 33,222 SH   SOLE   33,111 111 0
ROSS STORES INC COM 778296103   60,899,658 404,622 SH   SOLE   185,086 107,861 111,675
ROYAL CARIBBEAN GROUP COM V7780T103   24,545,560 138,394 SH   SOLE   33,490 95,300 9,604
RTX CORPORATION COM 75513E101   842,911 6,957 SH   SOLE   3,287 1,715 1,955
RYDER SYS INC COM 783549108   271,163,214 1,859,830 SH   SOLE   1,298,305 349,616 211,909
S & T BANCORP INC COM 783859101   11,671,185 278,084 SH   SOLE   227,130 47,196 3,758
SABRE CORP COM 78573M104   119,133,004 32,461,309 SH   SOLE   22,557,384 2,881,649 7,022,276
SANMINA CORPORATION COM 801056102   72,192,435 1,054,674 SH   SOLE   609,150 48,938 396,586
SAP SE SPON ADR 803054204   625,214 2,729 SH   SOLE   2,729 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   172,464,198 716,511 SH   SOLE   457,522 153,697 105,292
SCHLUMBERGER LTD COM STK 806857108   8,024,448 191,286 SH   SOLE   55,181 3,368 132,737
SCHNEIDER NATIONAL INC CL B 80689H102   61,311,226 2,148,256 SH   SOLE   1,007,667 390,400 750,189
SCOTTS MIRACLE-GRO CO CL A 810186106   273,461,337 3,154,110 SH   SOLE   1,862,809 466,887 824,414
SEALED AIR CORP NEW COM 81211K100   92,671,831 2,552,943 SH   SOLE   1,228,985 390,726 933,232
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   57,555,623 1,605,009 SH   SOLE   821,248 260,546 523,215
SHELL PLC SPON ADS 780259305   2,225,087 33,739 SH   SOLE   33,549 190 0
SKYWORKS SOLUTIONS INC COM 83088M102   66,661,552 674,917 SH   SOLE   328,411 104,194 242,312
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   2,622,019 84,201 SH   SOLE   83,973 228 0
SMITH A O CORP COM 831865209   178,558,864 1,987,742 SH   SOLE   1,394,844 472,307 120,591
SNAP ON INC COM 833034101   273,966,290 945,657 SH   SOLE   560,465 204,342 180,850
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   43,871,993 1,052,591 SH   SOLE   857,573 0 195,018
SONOCO PRODS CO COM 835495102   141,160,642 2,583,940 SH   SOLE   1,630,859 598,121 354,960
SONY GROUP CORP SPONSORED ADR 835699307   384,696 19,918 SH   SOLE   19,822 96 0
SOUTHERN CO COM 842587107   1,634,062 18,120 SH   SOLE   15,804 1,196 1,120
SOUTHSTATE CORPORATION COM 840441109   140,768,048 1,448,529 SH   SOLE   982,988 138,891 326,650
SPDR SER TR S&P OILGAS EXP 78468R556   5,273,163 40,094 SH   SOLE   0 0 40,094
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   273,409 8,410 SH   SOLE   0 8,410 0
SPX TECHNOLOGIES INC COM 78473E103   164,777,353 1,033,346 SH   SOLE   718,180 103,629 211,537
STAG INDL INC COM 85254J102   139,152,699 3,559,803 SH   SOLE   2,292,643 279,685 987,475
STEELCASE INC CL A 858155203   10,407,643 771,508 SH   SOLE   529,808 104,959 136,741
STERICYCLE INC COM 858912108   415,410 6,810 SH   SOLE   0 2,003 4,807
STIFEL FINL CORP COM 860630102   279,126,671 2,972,595 SH   SOLE   1,665,864 456,709 850,022
STMICROELECTRONICS N V NY REGISTRY 861012102   474,223 15,951 SH   SOLE   15,951 0 0
SYNOPSYS INC COM 871607107   156,538,315 309,126 SH   SOLE   127,956 71,461 109,709
SYSCO CORP COM 871829107   76,014,828 973,800 SH   SOLE   418,583 258,923 296,294
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   46,473,918 267,599 SH   SOLE   192,219 132 75,248
TARGET CORP COM 87612E106   348,503 2,236 SH   SOLE   0 0 2,236
TECHTARGET INC COM 87874R100   11,107,024 454,275 SH   SOLE   340,247 47,435 66,593
TELEDYNE TECHNOLOGIES INC COM 879360105   170,911,044 390,511 SH   SOLE   273,294 89,924 27,293
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   2,795,671 368,822 SH   SOLE   361,172 1,100 6,550
TESLA INC COM 88160R101   409,974 1,567 SH   SOLE   0 0 1,567
TIMKEN CO COM 887389104   108,863,232 1,291,532 SH   SOLE   829,616 95,835 366,081
TJX COS INC NEW COM 872540109   70,477,102 599,601 SH   SOLE   265,978 180,256 153,367
TRAVELERS COMPANIES INC COM 89417E109   284,222 1,214 SH   SOLE   0 682 532
TRINET GROUP INC COM 896288107   87,323,327 900,519 SH   SOLE   592,896 67,524 240,099
TRIUMPH FINANCIAL INC COM 89679E300   9,657,349 121,415 SH   SOLE   99,187 20,586 1,642
TRUSTMARK CORP COM 898402102   106,139,715 3,335,629 SH   SOLE   2,302,951 332,222 700,456
UFP TECHNOLOGIES INC COM 902673102   538,390 1,700 SH   SOLE   0 0 1,700
ULTA BEAUTY INC COM 90384S303   58,131,804 149,393 SH   SOLE   78,083 23,907 47,403
UNILEVER PLC SPON ADR NEW 904767704   2,495,958 38,423 SH   SOLE   38,209 214 0
UNION PAC CORP COM 907818108   10,137,722 41,130 SH   SOLE   12,433 629 28,068
UNITED BANKSHARES INC WEST V COM 909907107   154,678,730 4,169,238 SH   SOLE   2,642,632 286,812 1,239,794
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   103,027,445 3,542,897 SH   SOLE   2,448,200 350,793 743,904
UNITED FIRE GROUP INC COM 910340108   26,194,523 1,251,530 SH   SOLE   888,891 144,586 218,053
UNITEDHEALTH GROUP INC COM 91324P102   11,822,814 20,221 SH   SOLE   3,381 329 16,511
VALMONT INDS INC COM 920253101   110,535,029 381,221 SH   SOLE   267,787 90,252 23,182
VANECK ETF TRUST OIL SERVICES ETF 92189H607   1,689,777 5,956 SH   SOLE   0 0 5,956
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   9,709,167 53,350 SH   SOLE   0 53,350 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   834,473 2,947 SH   SOLE   0 2,947 0
VIAVI SOLUTIONS INC COM 925550105   13,579,493 1,505,487 SH   SOLE   1,269,816 217,675 17,996
VISA INC COM CL A 92826C839   211,712 770 SH   SOLE   0 0 770
VORNADO RLTY TR SH BEN INT 929042109   102,424,201 2,599,599 SH   SOLE   1,210,797 492,522 896,280
WEBSTER FINL CORP COM 947890109   141,584,960 3,037,652 SH   SOLE   1,906,104 718,909 412,639
WEC ENERGY GROUP INC COM 92939U106   190,895,082 1,984,769 SH   SOLE   1,187,283 491,987 305,499
WESBANCO INC COM 950810101   41,621,004 1,397,616 SH   SOLE   814,673 66,752 516,191
WEX INC COM 96208T104   181,197,072 863,954 SH   SOLE   568,125 147,776 148,053
WOLVERINE WORLD WIDE INC COM 978097103   90,751,633 5,209,623 SH   SOLE   3,270,302 355,415 1,583,906
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   3,924,186 227,621 SH   SOLE   226,591 355 675
WOODWARD INC COM 980745103   236,572,147 1,379,349 SH   SOLE   885,989 296,595 196,765
WSFS FINL CORP COM 929328102   15,295,215 299,965 SH   SOLE   248,836 47,364 3,765
XP INC CL A G98239109   9,617,706 536,104 SH   SOLE   528,987 241 6,876
YUM CHINA HLDGS INC COM 98850P109   3,563,603 79,156 SH   SOLE   78,852 304 0
ZYNEX INC COM 98986M103   96,892 11,874 SH   SOLE   0 0 11,874