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   93,614,208 1,527,647 SH   SOLE   1,064,295 155,301 308,051
ACUITY BRANDS INC COM 00508Y102   73,126,566 250,322 SH   SOLE   137,871 3,517 108,934
ADVANCED ENERGY INDS COM 007973100   190,017,901 1,643,327 SH   SOLE   1,065,598 129,178 448,551
ADVANCED MICRO DEVICES INC COM 007903107   1,023,092 8,470 SH   SOLE   0 743 7,727
AFLAC INC COM 001055102   517,200 5,000 SH   SOLE   1,990 1,190 1,820
AGILENT TECHNOLOGIES INC COM 00846U101   66,946,190 498,334 SH   SOLE   256,264 83,950 158,120
AIR LEASE CORP CL A 00912X302   124,282,053 2,577,931 SH   SOLE   1,360,330 294,977 922,624
AKAMAI TECHNOLOGIES INC COM 00971T101   211,935,053 2,215,735 SH   SOLE   1,358,998 480,608 376,129
ALBANY INTL CORP CL A 012348108   211,209,407 2,641,108 SH   SOLE   1,754,459 325,465 561,184
ALBEMARLE CORP COM 012653101   123,279,730 1,432,153 SH   SOLE   897,485 325,532 209,136
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   46,772,201 479,469 SH   SOLE   225,313 64,051 190,105
ALPHABET INC CAP STK CL A 02079K305   532,312 2,812 SH   SOLE   0 0 2,812
ALPHABET INC CAP STK CL C 02079K107   448,867 2,357 SH   SOLE   0 0 2,357
AMAZON COM INC COM 023135106   1,019,286 4,646 SH   SOLE   0 0 4,646
AMBEV SA SPONSORED ADR 02319V103   1,357,956 734,030 SH   SOLE   731,545 2,485 0
AMERICAN TOWER CORP NEW COM 03027X100   2,149,565 11,720 SH   SOLE   6,677 691 4,352
AMERICOLD REALTY TRUST INC COM 03064D108   54,013,365 2,523,989 SH   SOLE   1,378,486 291,315 854,188
AMKOR TECHNOLOGY INC COM 031652100   59,820,989 2,328,571 SH   SOLE   1,607,869 225,594 495,108
ANSYS INC COM 03662Q105   220,840,169 654,671 SH   SOLE   415,795 132,772 106,104
APPLE INC COM 037833100   1,748,933 6,984 SH   SOLE   0 0 6,984
APPLIED MATLS INC COM 038222105   52,829,217 324,843 SH   SOLE   145,551 100,675 78,617
ARCHROCK INC COM 03957W106   325,434,361 13,074,904 SH   SOLE   9,194,171 2,441,466 1,439,267
ARROW ELECTRS INC COM 042735100   168,114,080 1,486,157 SH   SOLE   949,847 288,507 247,803
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   33,231,735 3,300,073 SH   SOLE   2,469,115 1,783 829,175
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,359,244 3,404 SH   SOLE   3,385 19 0
ATMOS ENERGY CORP COM 049560105   60,670,608 435,633 SH   SOLE   199,387 80,381 155,865
AUTODESK INC COM 052769106   8,784,045 29,719 SH   SOLE   9,389 0 20,330
AUTOMATIC DATA PROCESSING IN COM 053015103   2,652,134 9,060 SH   SOLE   7,409 634 1,017
AVNET INC COM 053807103   76,912,179 1,470,034 SH   SOLE   732,829 230,415 506,790
AXOS FINANCIAL INC COM 05465C100   251,460 3,600 SH   SOLE   0 0 3,600
BAIDU INC SPON ADR REP A 056752108   55,356,429 656,582 SH   SOLE   497,397 85 159,100
BANCO BRADESCO S A SP ADR PFD NEW 059460303   40,751,580 21,335,906 SH   SOLE   16,306,266 1,573 5,028,067
BANCOLOMBIA S A SPON ADR PREF 05968L102   79,079,166 2,509,653 SH   SOLE   1,935,715 252 573,686
BANK AMERICA CORP COM 060505104   1,551,040 35,291 SH   SOLE   27,851 3,165 4,275
BARCLAYS PLC ADR 06738E204   2,141,125 161,108 SH   SOLE   160,166 942 0
BATH & BODY WORKS INC COM 070830104   49,648,900 1,280,601 SH   SOLE   593,562 251,712 435,327
BECTON DICKINSON & CO COM 075887109   1,361,900 6,003 SH   SOLE   5,031 347 625
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   402,966 889 SH   SOLE   0 0 889
BHP GROUP LTD SPONSORED ADS 088606108   4,191,665 85,842 SH   SOLE   83,825 142 1,875
BIO RAD LABS INC CL A 090572207   203,035,277 618,049 SH   SOLE   411,871 123,638 82,540
BOEING CO COM 097023105   378,780 2,140 SH   SOLE   0 0 2,140
BORGWARNER INC COM 099724106   124,852,523 3,927,415 SH   SOLE   2,564,736 847,448 515,231
BOX INC CL A 10316T104   249,543,020 7,896,931 SH   SOLE   5,564,484 1,352,891 979,556
BROADCOM INC COM 11135F101   437,714 1,888 SH   SOLE   0 0 1,888
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   84,487,120 373,688 SH   SOLE   175,051 98,447 100,190
BXP INC COM 101121101   200,298,476 2,693,632 SH   SOLE   1,666,097 642,314 385,221
CABOT CORP COM 127055101   297,393,839 3,256,969 SH   SOLE   2,195,870 450,499 610,600
CANADIAN NATL RY CO COM 136375102   1,416,978 13,959 SH   SOLE   13,889 70 0
CARNIVAL CORP UNIT 99/99/9999 143658300   110,214,756 4,422,743 SH   SOLE   3,419,032 437 1,003,274
CASELLA WASTE SYS INC CL A 147448104   170,960,815 1,615,734 SH   SOLE   1,125,429 163,029 327,276
CBRE GROUP INC CL A 12504L109   485,373,222 3,696,955 SH   SOLE   2,211,729 705,586 779,640
CENCORA INC COM 03073E105   67,294,131 299,511 SH   SOLE   153,901 50,676 94,934
CENTENE CORP DEL COM 15135B101   180,801,010 2,984,500 SH   SOLE   1,861,297 659,877 463,326
CF INDS HLDGS INC COM 125269100   191,862,497 2,248,740 SH   SOLE   1,531,324 581,544 135,872
CHAMPIONX CORPORATION COM 15872M104   33,217,833 1,221,693 SH   SOLE   633,754 195,039 392,900
CHARLES RIV LABS INTL INC COM 159864107   181,305,629 982,154 SH   SOLE   640,809 188,811 152,534
CHECK POINT SOFTWARE TECH LT ORD M22465104   124,690,209 667,864 SH   SOLE   490,776 80 177,008
CHEESECAKE FACTORY INC COM 163072101   129,339,610 2,726,383 SH   SOLE   1,881,140 271,820 573,423
CHUBB LIMITED COM H1467J104   429,094 1,553 SH   SOLE   814 370 369
CIRRUS LOGIC INC COM 172755100   135,841,061 1,364,140 SH   SOLE   970,187 294,466 99,487
COMCAST CORP NEW CL A 20030N101   336,157 8,957 SH   SOLE   3,578 2,519 2,860
CONMED CORP COM 207410101   192,328,445 2,810,176 SH   SOLE   1,928,497 380,958 500,721
CONNECTONE BANCORP INC COM 20786W107   6,465,683 282,221 SH   SOLE   231,287 47,036 3,898
CONSTELLATION ENERGY CORP COM 21037T109   434,892 1,944 SH   SOLE   0 959 985
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108   148,425,027 4,795,639 SH   SOLE   3,330,038 858,161 607,440
CORE LABORATORIES INC COM 21867A105   63,782,503 3,684,720 SH   SOLE   2,479,133 328,541 877,046
CORNING INC COM 219350105   2,304,102 48,487 SH   SOLE   40,390 4,232 3,865
COSTCO WHSL CORP NEW COM 22160K105   210,742 230 SH   SOLE   0 0 230
COTERRA ENERGY INC COM 127097103   48,990,879 1,918,202 SH   SOLE   1,155,999 378,512 383,691
CRACKER BARREL OLD CTRY STOR COM 22410J106   44,992,529 851,164 SH   SOLE   590,307 78,865 181,992
CSX CORP COM 126408103   77,625,517 2,405,501 SH   SOLE   1,079,835 689,691 635,975
CTS CORP COM 126501105   88,086,941 1,670,528 SH   SOLE   1,147,964 169,141 353,423
CUMMINS INC COM 231021106   105,847,510 303,636 SH   SOLE   125,866 88,710 89,060
D R HORTON INC COM 23331A109   258,102,127 1,845,960 SH   SOLE   1,079,977 355,200 410,783
DARDEN RESTAURANTS INC COM 237194105   300,445,631 1,609,329 SH   SOLE   915,825 350,875 342,629
DARLING INGREDIENTS INC COM 237266101   136,320,891 4,046,331 SH   SOLE   2,678,066 305,319 1,062,946
DENNYS CORP COM 24869P104   8,125,356 1,343,034 SH   SOLE   958,736 157,737 226,561
DENTSPLY SIRONA INC COM 24906P109   23,949,116 1,261,808 SH   SOLE   663,106 187,493 411,209
DIAMONDBACK ENERGY INC COM 25278X109   42,707,860 260,684 SH   SOLE   242,161 6,159 12,364
DIGI INTL INC COM 253798102   58,024,399 1,919,431 SH   SOLE   1,145,476 86,633 687,322
DIODES INC COM 254543101   130,684,712 2,119,097 SH   SOLE   1,496,783 320,515 301,799
DISNEY WALT CO COM 254687106   6,293,836 56,523 SH   SOLE   15,035 1,158 40,330
DOVER CORP COM 260003108   78,678,690 419,396 SH   SOLE   215,523 69,453 134,420
DUKE ENERGY CORP NEW COM NEW 26441C204   1,598,646 14,838 SH   SOLE   13,342 821 675
EASTGROUP PPTYS INC COM 277276101   55,872,668 348,138 SH   SOLE   204,039 14,035 130,064
EASTMAN CHEM CO COM 277432100   208,011,162 2,277,827 SH   SOLE   1,395,546 465,157 417,124
ECOPETROL S A SPONSORED ADS 279158109   3,794,686 479,127 SH   SOLE   168,289 0 310,838
ELEVANCE HEALTH INC COM 036752103   2,489,337 6,748 SH   SOLE   3,798 508 2,442
ELI LILLY & CO COM 532457108   337,364 437 SH   SOLE   0 0 437
ENERSYS COM 29275Y102   103,784,378 1,122,843 SH   SOLE   786,440 122,639 213,764
ENTEGRIS INC COM 29362U104   186,899,177 1,886,727 SH   SOLE   1,091,463 201,928 593,336
ENTERPRISE FINL SVCS CORP COM 293712105   106,221,222 1,883,355 SH   SOLE   1,294,238 190,571 398,546
EQUINOR ASA SPONSORED ADR 29446M102   87,788,933 3,705,738 SH   SOLE   2,778,984 401 926,353
ESSEX PPTY TR INC COM 297178105   14,786,363 51,802 SH   SOLE   11,543 36,372 3,887
EVEREST GROUP LTD COM G3223R108   81,952,569 226,101 SH   SOLE   175,439 48 50,614
EXELON CORP COM 30161N101   222,001 5,898 SH   SOLE   4,712 0 1,186
EXPRO GROUP HOLDINGS NV COM N3144W105   55,640,292 4,461,932 SH   SOLE   3,151,852 341,864 968,216
EXXON MOBIL CORP COM 30231G102   2,287,153 21,262 SH   SOLE   17,393 1,457 2,412
FACTSET RESH SYS INC COM 303075105   31,489,558 65,565 SH   SOLE   16,477 34,947 14,141
FB FINL CORP COM 30257X104   20,817,303 404,141 SH   SOLE   271,885 54,500 77,756
FIRST MERCHANTS CORP COM 320817109   104,058,889 2,608,646 SH   SOLE   1,774,530 256,303 577,813
FIRSTCASH HOLDINGS INC COM 33768G107   242,286,316 2,338,671 SH   SOLE   1,597,615 313,592 427,464
FLEX LTD ORD Y2573F102   153,277,795 3,992,649 SH   SOLE   1,853,197 633,034 1,506,418
FLOWSERVE CORP COM 34354P105   147,711,935 2,568,010 SH   SOLE   1,670,985 289,801 607,224
FORMFACTOR INC COM 346375108   265,631,608 6,037,082 SH   SOLE   4,312,012 812,337 912,733
FOUR CORNERS PPTY TR INC COM 35086T109   84,535,916 3,114,809 SH   SOLE   2,157,263 339,676 617,870
FRANKLIN ELEC INC COM 353514102   146,507,597 1,503,413 SH   SOLE   1,037,560 158,164 307,689
GATX CORP COM 361448103   482,481,751 3,113,589 SH   SOLE   1,975,860 536,692 601,037
GENERAL DYNAMICS CORP COM 369550108   51,650,627 196,025 SH   SOLE   100,613 33,115 62,297
GLOBAL PMTS INC COM 37940X102   85,425,355 762,318 SH   SOLE   349,576 214,855 197,887
GOLDMAN SACHS GROUP INC COM 38141G104   9,208,303 16,081 SH   SOLE   5,178 361 10,542
HACKETT GROUP INC COM 404609109   14,085,274 458,505 SH   SOLE   380,154 72,859 5,492
HDFC BANK LTD SPONSORED ADS 40415F101   77,081,766 1,207,043 SH   SOLE   947,088 140 259,815
HEARTLAND FINL USA INC COM 42234Q102   159,263,156 2,597,882 SH   SOLE   1,686,441 197,307 714,134
HELEN OF TROY LTD COM G4388N106   45,311,592 757,339 SH   SOLE   552,894 73,532 130,913
HELMERICH & PAYNE INC COM 423452101   111,654,348 3,487,019 SH   SOLE   2,339,046 360,582 787,391
HESS CORP COM 42809H107   12,962,490 97,455 SH   SOLE   21,605 68,277 7,573
HEXCEL CORP NEW COM 428291108   301,990,913 4,816,442 SH   SOLE   3,186,572 762,649 867,221
HOLOGIC INC COM 436440101   136,617,615 1,895,098 SH   SOLE   1,364,820 418,614 111,664
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   1,170,122 40,985 SH   SOLE   40,748 237 0
HORACE MANN EDUCATORS CORP N COM 440327104   52,451,373 1,337,022 SH   SOLE   935,608 143,960 257,454
HOULIHAN LOKEY INC CL A 441593100   515,346,296 2,967,559 SH   SOLE   1,984,295 503,678 479,586
HSBC HLDGS PLC SPON ADR NEW 404280406   2,028,602 41,015 SH   SOLE   40,779 236 0
HUMANA INC COM 444859102   8,499,792 33,502 SH   SOLE   9,235 21,565 2,702
HUNTINGTON INGALLS INDS INC COM 446413106   157,216,426 831,965 SH   SOLE   574,097 137,828 120,040
ICICI BANK LIMITED ADR 45104G104   122,566,461 4,104,704 SH   SOLE   3,244,454 666 859,584
ICON PLC SHS G4705A100   115,974,453 553,023 SH   SOLE   405,644 67 147,312
INFOSYS LTD SPONSORED ADR 456788108   2,767,444 126,252 SH   SOLE   126,242 0 10
ING GROEP N.V. SPONSORED ADR 456837103   445,984 28,461 SH   SOLE   28,461 0 0
INSPERITY INC COM 45778Q107   102,837,710 1,326,767 SH   SOLE   998,269 237,709 90,789
INTEGER HLDGS CORP COM 45826H109   154,171,250 1,163,381 SH   SOLE   801,752 114,697 246,932
INTEL CORP COM 458140100   853,288 42,558 SH   SOLE   33,601 4,003 4,954
INTERCONTINENTAL EXCHANGE IN COM 45866F104   117,631,325 789,419 SH   SOLE   347,406 236,056 205,957
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   1,465,811 11,734 SH   SOLE   11,734 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   668,723 3,042 SH   SOLE   819 607 1,616
INTUIT COM 461202103   14,324,144 22,791 SH   SOLE   7,936 0 14,855
IQVIA HLDGS INC COM 46266C105   83,791,667 426,399 SH   SOLE   202,612 86,032 137,755
ISHARES INC MSCI STH KOR ETF 464286772   1,169,707 22,985 SH   SOLE   22,985 0 0
ISHARES TR CORE S&P MCP ETF 464287507   595,808 9,562 SH   SOLE   0 9,562 0
ISHARES TR MSCI EAFE ETF 464287465   959,264 12,687 SH   SOLE   0 0 12,687
ISHARES TR MSCI EMG MKT ETF 464287234   3,427,693 81,963 SH   SOLE   75,174 0 6,789
ISHARES TR RUS 2000 VAL ETF 464287630   6,016,831 36,650 SH   SOLE   0 36,650 0
ISHARES TR RUS MDCP VAL ETF 464287473   16,866,712 130,406 SH   SOLE   0 130,406 0
ISHARES TR RUS MID CAP ETF 464287499   7,180,467 81,227 SH   SOLE   0 81,227 0
ISHARES TR RUSSELL 2000 ETF 464287655   19,260,420 87,167 SH   SOLE   0 87,167 0
ISHARES TR RUSSELL 3000 ETF 464287689   645,771 1,932 SH   SOLE   0 1,932 0
ISHARES TR S&P MC 400VL ETF 464287705   606,806 4,856 SH   SOLE   0 4,856 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   6,792,809 1,369,518 SH   SOLE   1,352,310 1,509 15,699
JACK IN THE BOX INC COM 466367109   10,934,872 262,605 SH   SOLE   174,858 26,591 61,156
JPMORGAN CHASE & CO. COM 46625H100   9,898,345 41,293 SH   SOLE   14,820 895 25,578
KEYCORP COM 493267108   17,863,120 1,042,189 SH   SOLE   0 1,041,684 505
KEYSIGHT TECHNOLOGIES INC COM 49338L103   78,394,347 488,043 SH   SOLE   251,450 81,374 155,219
KIMBALL ELECTRONICS INC COM 49428J109   11,745,770 627,110 SH   SOLE   461,976 74,984 90,150
KIMBERLY-CLARK CORP COM 494368103   518,001 3,953 SH   SOLE   899 728 2,326
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   783,021 30,925 SH   SOLE   30,925 0 0
KROGER CO COM 501044101   213,781 3,496 SH   SOLE   3,271 0 225
L3HARRIS TECHNOLOGIES INC COM 502431109   453,574 2,157 SH   SOLE   0 0 2,157
LABCORP HOLDINGS INC COM SHS 504922105   77,676,417 338,725 SH   SOLE   153,460 94,414 90,851
LITTELFUSE INC COM 537008104   100,730,007 427,456 SH   SOLE   293,961 44,787 88,708
LKQ CORP COM 501889208   39,372,076 1,071,349 SH   SOLE   494,573 201,472 375,304
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   147,489 54,224 SH   SOLE   54,224 0 0
LUXFER HLDGS PLC SHS G5698W116   9,078,596 693,552 SH   SOLE   559,620 124,498 9,434
MAGNA INTL INC COM 559222401   902,163 21,588 SH   SOLE   21,481 107 0
MASCO CORP COM 574599106   167,613,623 2,309,682 SH   SOLE   1,148,987 385,007 775,688
MASTERCARD INCORPORATED CL A 57636Q104   212,208 403 SH   SOLE   0 0 403
MEDIAALPHA INC CL A 58450V104   2,727,201 241,559 SH   SOLE   53,421 0 188,138
MERITAGE HOMES CORP COM 59001A102   106,341,611 691,338 SH   SOLE   473,683 71,918 145,737
META PLATFORMS INC CL A 30303M102   613,614 1,048 SH   SOLE   0 0 1,048
MICROSOFT CORP COM 594918104   1,504,334 3,569 SH   SOLE   0 0 3,569
MIDDLEBY CORP COM 596278101   177,705,795 1,311,966 SH   SOLE   880,355 213,409 218,202
MONOLITHIC PWR SYS INC COM 609839105   120,121,608 203,011 SH   SOLE   146,158 45,183 11,670
MOOG INC CL A 615394202   448,325,933 2,277,616 SH   SOLE   1,537,060 328,026 412,530
MORGAN STANLEY COM NEW 617446448   11,282,239 89,741 SH   SOLE   24,712 3,077 61,952
MURPHY OIL CORP COM 626717102   89,132,434 2,945,553 SH   SOLE   1,523,415 410,601 1,011,537
MYRIAD GENETICS INC COM 62855J104   54,450,609 3,971,598 SH   SOLE   2,884,396 781,914 305,288
NAPCO SEC TECHNOLOGIES INC COM 630402105   341,376 9,600 SH   SOLE   0 0 9,600
NEXTRACKER INC CLASS A COM 65290E101   45,826,520 1,254,490 SH   SOLE   633,196 156,557 464,737
NICE LTD SPONSORED ADR 653656108   22,437,053 132,107 SH   SOLE   132,045 62 0
NORFOLK SOUTHN CORP COM 655844108   8,013,128 34,142 SH   SOLE   10,247 572 23,323
NORTHERN TR CORP COM 665859104   8,739,458 85,263 SH   SOLE   17,880 60,657 6,726
NOV INC COM 62955J103   56,692,019 3,883,015 SH   SOLE   1,992,069 626,806 1,264,140
NOVARTIS AG SPONSORED ADR 66987V109   77,450,099 795,911 SH   SOLE   576,772 86 219,053
NPK INTERNATIONAL INC COM SHS 651718504   579,837 75,598 SH   SOLE   75,598 0 0
NVIDIA CORPORATION COM 67066G104   1,511,165 11,253 SH   SOLE   0 0 11,253
NXP SEMICONDUCTORS N V COM N6596X109   324,870 1,563 SH   SOLE   1,563 0 0
OCCIDENTAL PETE CORP COM 674599105   255,301 5,167 SH   SOLE   5,064 0 103
OCEANEERING INTL INC COM 675232102   141,814,486 5,437,672 SH   SOLE   2,970,814 435,021 2,031,837
ON SEMICONDUCTOR CORP COM 682189105   128,238,277 2,033,914 SH   SOLE   1,269,511 637,094 127,309
ONE GAS INC COM 68235P108   93,074,839 1,344,041 SH   SOLE   926,114 133,771 284,156
ONEOK INC NEW COM 682680103   27,921,742 278,105 SH   SOLE   38,924 126,866 112,315
OXFORD INDS INC COM 691497309   11,742,474 149,054 SH   SOLE   113,650 16,291 19,113
PACKAGING CORP AMER COM 695156109   63,257,478 280,982 SH   SOLE   144,574 47,536 88,872
PAPA JOHNS INTL INC COM 698813102   106,370,930 2,589,991 SH   SOLE   1,922,083 470,542 197,366
PARSONS CORP DEL COM 70202L102   190,493,944 2,064,975 SH   SOLE   1,403,190 197,605 464,180
PEBBLEBROOK HOTEL TR COM 70509V100   66,886,946 4,936,306 SH   SOLE   3,188,860 368,645 1,378,801
PENN ENTERTAINMENT INC COM 707569109   59,100,009 2,981,837 SH   SOLE   2,166,080 607,385 208,372
PERFORMANCE FOOD GROUP CO COM 71377A103   64,689,966 765,109 SH   SOLE   421,446 10,756 332,907
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   40,501,940 3,149,451 SH   SOLE   2,446,761 0 702,690
PINNACLE FINL PARTNERS INC COM 72346Q104   76,644,160 670,025 SH   SOLE   318,327 116,140 235,558
PLEXUS CORP COM 729132100   118,694,931 758,531 SH   SOLE   520,637 76,973 160,921
POPULAR INC COM NEW 733174700   65,874,544 700,346 SH   SOLE   329,066 129,213 242,067
PPG INDS INC COM 693506107   1,155,440 9,673 SH   SOLE   7,853 989 831
PROCTER AND GAMBLE CO COM 742718109   225,992 1,348 SH   SOLE   0 0 1,348
PROGRESSIVE CORP COM 743315103   150,703,189 628,952 SH   SOLE   272,806 162,464 193,682
PRUDENTIAL PLC ADR 74435K204   556,274 34,898 SH   SOLE   34,695 203 0
QIAGEN NV SHS NEW N72482149   178,230,835 4,002,489 SH   SOLE   2,617,804 792,250 592,435
RAYMOND JAMES FINL INC COM 754730109   393,554,340 2,533,666 SH   SOLE   1,522,872 518,593 492,201
REINSURANCE GRP OF AMERICA I COM NEW 759351604   542,028,659 2,537,231 SH   SOLE   1,595,468 431,268 510,495
RELX PLC SPONSORED ADR 759530108   3,163,730 69,655 SH   SOLE   69,284 371 0
RENAISSANCERE HLDGS LTD COM G7496G103   143,986,845 578,702 SH   SOLE   277,629 99,946 201,127
REPUBLIC SVCS INC COM 760759100   252,471,847 1,254,955 SH   SOLE   778,909 253,250 222,796
RESTAURANT BRANDS INTL INC COM 76131D103   5,433,470 83,361 SH   SOLE   33,776 133 49,452
RIO TINTO PLC SPONSORED ADR 767204100   78,091,623 1,327,863 SH   SOLE   970,723 119 357,021
ROGERS COMMUNICATIONS INC CL B 775109200   1,013,998 32,997 SH   SOLE   32,886 111 0
ROSS STORES INC COM 778296103   76,461,691 505,465 SH   SOLE   248,704 107,248 149,513
ROYAL CARIBBEAN GROUP COM V7780T103   29,336,617 127,169 SH   SOLE   32,643 84,987 9,539
RTX CORPORATION COM 75513E101   773,357 6,683 SH   SOLE   3,105 1,623 1,955
RYDER SYS INC COM 783549108   298,853,280 1,905,223 SH   SOLE   1,345,581 346,267 213,375
S & T BANCORP INC COM 783859101   10,520,819 275,270 SH   SOLE   222,176 49,336 3,758
SABRE CORP COM 78573M104   115,740,511 31,709,729 SH   SOLE   22,004,637 2,807,727 6,897,365
SANMINA CORPORATION COM 801056102   81,255,808 1,073,818 SH   SOLE   627,194 51,041 395,583
SAP SE SPON ADR 803054204   603,707 2,452 SH   SOLE   2,452 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   163,667,908 803,081 SH   SOLE   536,847 157,391 108,843
SCHLUMBERGER LTD COM STK 806857108   6,136,432 160,053 SH   SOLE   53,070 3,213 103,770
SCHNEIDER NATIONAL INC CL B 80689H102   62,557,130 2,136,514 SH   SOLE   1,038,416 350,479 747,619
SCOTTS MIRACLE-GRO CO CL A 810186106   206,004,209 3,105,279 SH   SOLE   1,856,014 439,754 809,511
SEALED AIR CORP NEW COM 81211K100   82,858,398 2,449,258 SH   SOLE   1,240,801 364,585 843,872
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   42,751,425 1,560,271 SH   SOLE   819,006 229,736 511,529
SHELL PLC SPON ADS 780259305   2,089,691 33,355 SH   SOLE   33,165 190 0
SKYWORKS SOLUTIONS INC COM 83088M102   57,882,943 652,717 SH   SOLE   327,090 96,696 228,931
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   2,047,809 83,312 SH   SOLE   83,084 228 0
SMITH A O CORP COM 831865209   140,426,042 2,058,731 SH   SOLE   1,482,988 452,919 122,824
SNAP ON INC COM 833034101   327,213,229 963,866 SH   SOLE   585,962 198,573 179,331
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   38,953,886 1,071,339 SH   SOLE   876,458 0 194,881
SONOCO PRODS CO COM 835495102   126,746,259 2,594,601 SH   SOLE   1,729,453 508,836 356,312
SONY GROUP CORP SPONSORED ADR 835699307   2,060,201 97,363 SH   SOLE   96,883 480 0
SOUTHERN CO COM 842587107   1,462,168 17,762 SH   SOLE   15,510 1,132 1,120
SOUTHSTATE CORPORATION COM 840441109   143,193,999 1,439,425 SH   SOLE   974,405 137,906 327,114
SPDR SER TR S&P OILGAS EXP 78468R556   5,307,243 40,094 SH   SOLE   0 0 40,094
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   245,649 7,208 SH   SOLE   0 7,208 0
SPX TECHNOLOGIES INC COM 78473E103   149,224,648 1,025,458 SH   SOLE   711,088 102,881 211,489
STAG INDL INC COM 85254J102   128,361,273 3,795,425 SH   SOLE   2,428,269 278,697 1,088,459
STEELCASE INC CL A 858155203   9,009,535 762,228 SH   SOLE   519,046 105,739 137,443
STIFEL FINL CORP COM 860630102   312,774,334 2,948,476 SH   SOLE   1,671,713 434,123 842,640
STMICROELECTRONICS N V NY REGISTRY 861012102   370,655 14,844 SH   SOLE   14,844 0 0
SYNCHRONY FINANCIAL COM 87165B103   241,085 3,709 SH   SOLE   0 2,138 1,571
SYNOPSYS INC COM 871607107   145,819,617 300,436 SH   SOLE   130,637 65,801 103,998
SYSCO CORP COM 871829107   71,518,008 935,365 SH   SOLE   415,469 242,168 277,728
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   49,763,333 251,979 SH   SOLE   189,895 124 61,960
TARGET CORP COM 87612E106   302,262 2,236 SH   SOLE   0 0 2,236
TECHTARGET INC COM NEW 87874R308   9,631,430 485,945 SH   SOLE   340,480 42,921 102,544
TELEDYNE TECHNOLOGIES INC COM 879360105   189,120,907 407,474 SH   SOLE   289,355 89,417 28,702
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   2,962,679 367,578 SH   SOLE   359,928 1,100 6,550
TESLA INC COM 88160R101   628,375 1,556 SH   SOLE   0 0 1,556
TIMKEN CO COM 887389104   92,433,143 1,295,126 SH   SOLE   834,682 94,818 365,626
TJX COS INC NEW COM 872540109   69,746,029 577,320 SH   SOLE   264,045 162,895 150,380
TRAVELERS COMPANIES INC COM 89417E109   283,768 1,178 SH   SOLE   0 646 532
TRINET GROUP INC COM 896288107   81,644,710 899,468 SH   SOLE   593,358 66,296 239,814
TRIUMPH FINANCIAL INC COM 89679E300   10,125,032 111,411 SH   SOLE   89,867 20,029 1,515
TRUSTMARK CORP COM 898402102   117,125,208 3,311,428 SH   SOLE   2,280,187 330,067 701,174
UFP TECHNOLOGIES INC COM 902673102   415,667 1,700 SH   SOLE   0 0 1,700
ULTA BEAUTY INC COM 90384S303   63,875,559 146,864 SH   SOLE   77,815 22,738 46,311
UNILEVER PLC SPON ADR NEW 904767704   2,153,750 37,985 SH   SOLE   37,771 214 0
UNION PAC CORP COM 907818108   7,975,471 34,974 SH   SOLE   11,949 605 22,420
UNITED BANKSHARES INC WEST V COM 909907107   157,677,557 4,199,136 SH   SOLE   2,671,931 285,189 1,242,016
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   113,536,015 3,513,959 SH   SOLE   2,423,999 345,524 744,436
UNITED FIRE GROUP INC COM 910340108   35,157,429 1,235,762 SH   SOLE   873,295 145,627 216,840
UNITEDHEALTH GROUP INC COM 91324P102   8,363,890 16,534 SH   SOLE   3,169 318 13,047
VALMONT INDS INC COM 920253101   121,908,378 397,523 SH   SOLE   284,763 89,150 23,610
VANECK ETF TRUST OIL SERVICES ETF 92189H607   1,615,446 5,956 SH   SOLE   0 0 5,956
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   21,231,975 111,759 SH   SOLE   0 111,759 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   852,513 3,548 SH   SOLE   0 3,548 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   2,200,527 7,593 SH   SOLE   0 7,593 0
VAREX IMAGING CORP COM 92214X106   1,364,792 93,543 SH   SOLE   0 93,543 0
VIAVI SOLUTIONS INC COM 925550105   15,102,651 1,495,312 SH   SOLE   1,242,882 234,434 17,996
VISA INC COM CL A 92826C839   243,351 770 SH   SOLE   0 0 770
VORNADO RLTY TR SH BEN INT 929042109   108,471,188 2,580,190 SH   SOLE   1,243,298 443,676 893,216
WEBSTER FINL CORP COM 947890109   174,172,716 3,154,160 SH   SOLE   2,017,610 722,388 414,162
WEC ENERGY GROUP INC COM 92939U106   189,561,882 2,015,758 SH   SOLE   1,236,159 478,014 301,585
WESBANCO INC COM 950810101   57,823,645 1,777,002 SH   SOLE   1,026,901 74,172 675,929
WEX INC COM 96208T104   153,007,724 872,734 SH   SOLE   602,524 121,716 148,494
WILLIS LEASE FIN CORP COM 970646105   207,550 1,000 SH   SOLE   0 0 1,000
WINTRUST FINL CORP COM 97650W108   163,767,426 1,313,186 SH   SOLE   939,578 150,269 223,339
WOLVERINE WORLD WIDE INC COM 978097103   116,081,980 5,228,918 SH   SOLE   3,301,949 345,144 1,581,825
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   3,503,620 224,591 SH   SOLE   223,561 355 675
WOODWARD INC COM 980745103   236,004,030 1,418,123 SH   SOLE   927,695 295,812 194,616
WSFS FINL CORP COM 929328102   16,166,928 304,290 SH   SOLE   250,325 50,200 3,765
XP INC CL A G98239109   6,236,572 526,293 SH   SOLE   519,176 241 6,876
YUM CHINA HLDGS INC COM 98850P109   3,377,969 70,126 SH   SOLE   69,822 304 0
ZYNEX INC COM 98986M103   95,111 11,874 SH   SOLE   0 0 11,874