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   84,001,965 1,500,303 SH   SOLE   1,041,168 152,061 307,074
ACUITY INC COM 00508Y102   69,155,974 262,601 SH   SOLE   150,326 3,490 108,785
ADVANCED ENERGY INDS COM 007973100   156,305,350 1,639,968 SH   SOLE   1,063,541 128,473 447,954
ADVANCED MICRO DEVICES INC COM 007903107   799,215 7,779 SH   SOLE   0 52 7,727
AFLAC INC COM 001055102   521,704 4,692 SH   SOLE   1,681 1,191 1,820
AGILENT TECHNOLOGIES INC COM 00846U101   56,511,400 483,086 SH   SOLE   244,644 80,345 158,097
AIR LEASE CORP CL A 00912X302   124,163,946 2,570,150 SH   SOLE   1,364,412 283,744 921,994
AKAMAI TECHNOLOGIES INC COM 00971T101   175,686,259 2,182,438 SH   SOLE   1,320,163 486,063 376,212
ALBANY INTL CORP CL A 012348108   182,662,925 2,645,755 SH   SOLE   1,758,381 327,563 559,811
ALBEMARLE CORP COM 012653101   101,897,713 1,414,853 SH   SOLE   878,130 327,610 209,113
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   46,781,845 505,695 SH   SOLE   242,286 73,521 189,888
ALPHABET INC CAP STK CL A 02079K305   434,848 2,812 SH   SOLE   0 0 2,812
ALPHABET INC CAP STK CL C 02079K107   368,234 2,357 SH   SOLE   0 0 2,357
AMAZON COM INC COM 023135106   888,514 4,670 SH   SOLE   0 0 4,670
AMBEV SA SPONSORED ADR 02319V103   1,711,401 734,507 SH   SOLE   732,022 2,485 0
AMERICAN TOWER CORP NEW COM 03027X100   2,516,109 11,563 SH   SOLE   6,521 690 4,352
AMERICOLD REALTY TRUST INC COM 03064D108   55,689,945 2,595,058 SH   SOLE   1,317,126 423,744 854,188
AMKOR TECHNOLOGY INC COM 031652100   42,166,253 2,334,787 SH   SOLE   1,627,349 214,972 492,466
ANSYS INC COM 03662Q105   203,026,390 641,352 SH   SOLE   405,333 129,927 106,092
APPLE INC COM 037833100   1,540,249 6,934 SH   SOLE   0 0 6,934
APPLIED MATLS INC COM 038222105   44,417,604 306,075 SH   SOLE   139,921 87,548 78,606
ARCHROCK INC COM 03957W106   310,261,550 11,823,992 SH   SOLE   8,314,195 2,290,367 1,219,430
ARROW ELECTRS INC COM 042735100   152,485,361 1,468,606 SH   SOLE   927,156 293,671 247,779
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   28,531,434 3,257,013 SH   SOLE   2,127,506 1,783 1,127,724
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,026,323 3,058 SH   SOLE   3,038 20 0
ASTRONICS CORP COM 046433108   12,773,627 528,491 SH   SOLE   315,802 72,013 140,676
ATMOS ENERGY CORP COM 049560105   69,723,000 451,048 SH   SOLE   216,021 79,375 155,652
AUTODESK INC COM 052769106   7,747,971 29,595 SH   SOLE   9,265 0 20,330
AUTOMATIC DATA PROCESSING IN COM 053015103   2,722,578 8,911 SH   SOLE   7,263 631 1,017
AVNET INC COM 053807103   73,100,407 1,520,075 SH   SOLE   787,292 226,688 506,095
AXOS FINANCIAL INC COM 05465C100   232,272 3,600 SH   SOLE   0 0 3,600
BAIDU INC SPON ADR REP A 056752108   61,912,354 672,741 SH   SOLE   509,037 85 163,619
BANCO BRADESCO S A SP ADR PFD NEW 059460303   48,757,496 21,864,348 SH   SOLE   16,547,074 1,573 5,315,701
BANCOLOMBIA S A SPON ADR PREF 05968L102   103,158,346 2,566,128 SH   SOLE   1,973,870 252 592,006
BANK AMERICA CORP COM 060505104   1,443,983 34,603 SH   SOLE   27,161 3,167 4,275
BANK OZK LITTLE ROCK ARK COM 06417N103   12,695,960 292,197 SH   SOLE   70,417 197,892 23,888
BARCLAYS PLC ADR 06738E204   2,173,793 141,523 SH   SOLE   140,581 942 0
BATH & BODY WORKS INC COM 070830104   39,657,590 1,307,968 SH   SOLE   639,574 233,657 434,737
BECTON DICKINSON & CO COM 075887109   1,353,973 5,911 SH   SOLE   4,941 345 625
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   473,464 889 SH   SOLE   0 0 889
BHP GROUP LTD SPONSORED ADS 088606108   4,120,803 84,895 SH   SOLE   82,878 142 1,875
BIO RAD LABS INC CL A 090572207   146,043,691 599,621 SH   SOLE   400,290 116,799 82,532
BOEING CO COM 097023105   364,977 2,140 SH   SOLE   0 0 2,140
BORGWARNER INC COM 099724106   112,006,602 3,909,480 SH   SOLE   2,558,348 836,248 514,884
BOX INC CL A 10316T104   239,846,389 7,772,080 SH   SOLE   5,462,761 1,330,965 978,354
BROADCOM INC COM 11135F101   316,108 1,888 SH   SOLE   0 0 1,888
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   88,234,589 363,914 SH   SOLE   168,014 95,724 100,176
BXP INC COM 101121101   177,909,445 2,647,856 SH   SOLE   1,627,129 635,506 385,221
CABOT CORP COM 127055101   268,588,426 3,230,556 SH   SOLE   2,177,800 443,877 608,879
CANADIAN NATL RY CO COM 136375102   1,296,998 13,308 SH   SOLE   13,238 70 0
CARNIVAL CORP UNIT 99/99/9999 143658300   89,405,606 4,577,860 SH   SOLE   3,538,425 437 1,038,998
CASELLA WASTE SYS INC CL A 147448104   176,939,385 1,586,758 SH   SOLE   1,101,173 159,089 326,496
CBRE GROUP INC CL A 12504L109   480,264,310 3,672,307 SH   SOLE   2,202,982 690,185 779,140
CENCORA INC COM 03073E105   80,795,435 290,537 SH   SOLE   146,918 48,699 94,920
CENTENE CORP DEL COM 15135B101   181,285,706 2,986,093 SH   SOLE   1,816,532 706,285 463,276
CF INDS HLDGS INC COM 125269100   173,005,422 2,213,761 SH   SOLE   1,506,637 571,252 135,872
CHAMPIONX CORPORATION COM 15872M104   35,700,817 1,198,014 SH   SOLE   605,411 199,761 392,842
CHARLES RIV LABS INTL INC COM 159864107   151,213,445 1,004,607 SH   SOLE   645,381 206,817 152,409
CHECK POINT SOFTWARE TECH LT ORD M22465104   156,971,922 688,715 SH   SOLE   506,456 80 182,179
CHEESECAKE FACTORY INC COM 163072101   130,215,328 2,676,024 SH   SOLE   1,841,086 264,486 570,452
CHUBB LIMITED COM H1467J104   430,638 1,426 SH   SOLE   687 370 369
CIRRUS LOGIC INC COM 172755100   133,597,393 1,340,599 SH   SOLE   946,663 294,303 99,633
COMCAST CORP NEW CL A 20030N101   308,263 8,354 SH   SOLE   3,022 2,472 2,860
CONMED CORP COM 207410101   169,073,823 2,799,699 SH   SOLE   1,918,011 382,090 499,598
CONNECTONE BANCORP INC COM 20786W107   8,249,355 339,340 SH   SOLE   266,500 67,848 4,992
CONSTELLATION ENERGY CORP COM 21037T109   398,219 1,975 SH   SOLE   0 990 985
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108   128,928,551 4,727,853 SH   SOLE   3,277,937 843,430 606,486
CORE LABORATORIES INC COM 21867A105   54,417,882 3,630,279 SH   SOLE   2,426,469 328,181 875,629
CORNING INC COM 219350105   2,175,786 47,527 SH   SOLE   39,541 4,121 3,865
COSTCO WHSL CORP NEW COM 22160K105   217,529 230 SH   SOLE   0 0 230
COTERRA ENERGY INC COM 127097103   53,592,998 1,854,429 SH   SOLE   1,104,299 366,545 383,585
CRACKER BARREL OLD CTRY STOR COM 22410J106   32,532,363 838,031 SH   SOLE   577,538 79,697 180,796
CSX CORP COM 126408103   68,689,120 2,333,983 SH   SOLE   1,035,382 662,714 635,887
CTS CORP COM 126501105   68,124,674 1,639,583 SH   SOLE   1,123,139 164,836 351,608
CUMMINS INC COM 231021106   92,708,970 295,779 SH   SOLE   120,838 85,891 89,050
D R HORTON INC COM 23331A109   233,279,609 1,834,969 SH   SOLE   1,076,451 347,995 410,523
DARDEN RESTAURANTS INC COM 237194105   330,735,014 1,591,909 SH   SOLE   906,171 343,263 342,475
DARLING INGREDIENTS INC COM 237266101   127,534,676 4,082,416 SH   SOLE   2,687,271 310,217 1,084,928
DENNYS CORP COM 24869P104   5,729,065 1,561,053 SH   SOLE   1,110,635 217,284 233,134
DENTSPLY SIRONA INC COM 24906P109   18,633,960 1,247,253 SH   SOLE   633,453 202,652 411,148
DIAMONDBACK ENERGY INC COM 25278X109   74,094,148 463,436 SH   SOLE   264,038 6,115 193,283
DIGI INTL INC COM 253798102   54,892,616 1,972,426 SH   SOLE   1,195,550 90,536 686,340
DIODES INC COM 254543101   48,902,846 1,132,797 SH   SOLE   787,136 99,293 246,368
DISNEY WALT CO COM 254687106   5,555,922 56,291 SH   SOLE   14,813 1,148 40,330
DOVER CORP COM 260003108   71,523,545 407,124 SH   SOLE   206,177 66,546 134,401
DUKE ENERGY CORP NEW COM NEW 26441C204   1,780,396 14,597 SH   SOLE   13,104 818 675
EAST WEST BANCORP INC COM 27579R104   137,390,156 1,530,639 SH   SOLE   1,082,981 181,070 266,588
EASTGROUP PPTYS INC COM 277276101   62,995,644 357,625 SH   SOLE   212,245 15,397 129,983
EASTMAN CHEM CO COM 277432100   199,393,371 2,263,005 SH   SOLE   1,383,768 462,346 416,891
ECOPETROL S A SPONSORED ADS 279158109   4,783,566 458,196 SH   SOLE   148,844 0 309,352
ELEVANCE HEALTH INC COM 036752103   2,891,614 6,648 SH   SOLE   3,702 504 2,442
ELI LILLY & CO COM 532457108   360,923 437 SH   SOLE   0 0 437
ENERSYS COM 29275Y102   100,385,509 1,096,151 SH   SOLE   761,005 122,593 212,553
ENTEGRIS INC COM 29362U104   147,991,666 1,691,720 SH   SOLE   990,937 167,945 532,838
ENTERPRISE FINL SVCS CORP COM 293712105   99,331,995 1,848,381 SH   SOLE   1,266,247 185,733 396,401
EQUINOR ASA SPONSORED ADR 29446M102   101,321,989 3,830,699 SH   SOLE   2,875,772 401 954,526
ESSEX PPTY TR INC COM 297178105   15,790,195 51,506 SH   SOLE   11,405 36,214 3,887
EVEREST GROUP LTD COM G3223R108   84,571,235 232,767 SH   SOLE   180,199 48 52,520
EXELON CORP COM 30161N101   220,631 4,788 SH   SOLE   3,602 0 1,186
EXPRO GROUP HOLDINGS NV COM N3144W105   70,975,785 7,140,421 SH   SOLE   4,969,806 614,801 1,555,814
EXXON MOBIL CORP COM 30231G102   2,499,790 21,019 SH   SOLE   17,158 1,449 2,412
FACTSET RESH SYS INC COM 303075105   29,512,956 64,915 SH   SOLE   16,350 34,424 14,141
FB FINL CORP COM 30257X104   16,716,396 360,578 SH   SOLE   242,596 57,681 60,301
FIRST MERCHANTS CORP COM 320817109   103,614,721 2,562,184 SH   SOLE   1,736,157 250,594 575,433
FIRSTCASH HOLDINGS INC COM 33768G107   280,109,171 2,328,035 SH   SOLE   1,585,739 316,371 425,925
FLEX LTD ORD Y2573F102   136,326,418 4,121,113 SH   SOLE   1,993,651 622,840 1,504,622
FLOWSERVE CORP COM 34354P105   133,896,715 2,741,538 SH   SOLE   1,855,811 281,724 604,003
FORMFACTOR INC COM 346375108   171,299,373 6,055,121 SH   SOLE   4,228,790 914,593 911,738
FOUR CORNERS PPTY TR INC COM 35086T109   87,714,519 3,056,255 SH   SOLE   2,100,212 339,777 616,266
FRANKLIN ELEC INC COM 353514102   138,074,010 1,470,750 SH   SOLE   1,006,185 157,507 307,058
GATX CORP COM 361448103   479,048,010 3,085,258 SH   SOLE   1,959,123 526,390 599,745
GENERAL DYNAMICS CORP COM 369550108   51,820,456 190,111 SH   SOLE   96,021 31,802 62,288
GLOBAL PMTS INC COM 37940X102   72,649,883 741,931 SH   SOLE   335,693 208,377 197,861
GOLDMAN SACHS GROUP INC COM 38141G104   8,747,196 16,012 SH   SOLE   5,109 361 10,542
HACKETT GROUP INC COM 404609109   12,593,323 430,983 SH   SOLE   348,042 77,449 5,492
HDFC BANK LTD SPONSORED ADS 40415F101   82,052,337 1,234,984 SH   SOLE   964,725 160 270,099
HELEN OF TROY LTD COM G4388N106   41,772,481 780,940 SH   SOLE   563,945 86,051 130,944
HELMERICH & PAYNE INC COM 423452101   83,938,553 3,213,574 SH   SOLE   2,072,715 354,315 786,544
HESS CORP COM 42809H107   15,877,322 99,401 SH   SOLE   21,255 70,573 7,573
HEXCEL CORP NEW COM 428291108   258,580,279 4,722,065 SH   SOLE   3,107,355 749,535 865,175
HOLOGIC INC COM 436440101   115,373,265 1,867,788 SH   SOLE   1,347,779 408,345 111,664
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   976,761 36,003 SH   SOLE   35,766 237 0
HORACE MANN EDUCATORS CORP N COM 440327104   55,552,333 1,300,078 SH   SOLE   901,275 142,834 255,969
HOULIHAN LOKEY INC CL A 441593100   427,798,642 2,648,908 SH   SOLE   1,764,321 420,593 463,994
HSBC HLDGS PLC SPON ADR NEW 404280406   2,069,203 36,030 SH   SOLE   35,794 236 0
HUMANA INC COM 444859102   9,493,848 35,880 SH   SOLE   9,854 23,324 2,702
HUNTINGTON INGALLS INDS INC COM 446413106   182,443,386 894,155 SH   SOLE   575,744 197,602 120,809
ICICI BANK LIMITED ADR 45104G104   132,342,078 4,198,670 SH   SOLE   3,305,754 666 892,250
ICON PLC SHS G4705A100   100,824,513 576,173 SH   SOLE   423,971 67 152,135
INFOSYS LTD SPONSORED ADR 456788108   2,292,858 125,636 SH   SOLE   125,626 0 10
ING GROEP N.V. SPONSORED ADR 456837103   585,232 29,874 SH   SOLE   29,874 0 0
INSPERITY INC COM 45778Q107   122,313,896 1,370,771 SH   SOLE   975,745 296,911 98,115
INTEGER HLDGS CORP COM 45826H109   134,745,234 1,141,812 SH   SOLE   784,411 111,842 245,559
INTEL CORP COM 458140100   317,872 13,997 SH   SOLE   4,925 4,118 4,954
INTERCONTINENTAL EXCHANGE IN COM 45866F104   132,805,163 769,885 SH   SOLE   333,044 230,942 205,899
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   898,419 8,198 SH   SOLE   8,198 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   727,331 2,925 SH   SOLE   692 617 1,616
INTUIT COM 461202103   13,940,643 22,705 SH   SOLE   7,850 0 14,855
IQVIA HLDGS INC COM 46266C105   77,907,675 441,904 SH   SOLE   194,265 109,900 137,739
ISHARES INC MSCI STH KOR ETF 464286772   1,377,101 25,483 SH   SOLE   25,483 0 0
ISHARES TR MSCI CHINA ETF 46429B671   204,218 3,754 SH   SOLE   0 0 3,754
ISHARES TR MSCI EAFE ETF 464287465   1,036,909 12,687 SH   SOLE   0 0 12,687
ISHARES TR MSCI EMG MKT ETF 464287234   3,581,783 81,963 SH   SOLE   75,174 0 6,789
ISHARES TR RUS 2000 VAL ETF 464287630   4,996,985 33,097 SH   SOLE   0 33,097 0
ISHARES TR RUS MDCP VAL ETF 464287473   8,850,778 70,261 SH   SOLE   0 70,261 0
ISHARES TR RUS MID CAP ETF 464287499   3,083,873 36,251 SH   SOLE   0 36,251 0
ISHARES TR RUSSELL 2000 ETF 464287655   5,779,624 28,972 SH   SOLE   0 28,972 0
ISHARES TR S&P MC 400VL ETF 464287705   951,614 7,948 SH   SOLE   0 7,948 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   7,975,075 1,450,014 SH   SOLE   1,431,086 1,659 17,269
JACK IN THE BOX INC COM 466367109   9,522,781 350,231 SH   SOLE   228,799 38,025 83,407
JPMORGAN CHASE & CO. COM 46625H100   10,070,301 41,053 SH   SOLE   14,587 888 25,578
KEYSIGHT TECHNOLOGIES INC COM 49338L103   70,848,998 473,052 SH   SOLE   240,073 77,783 155,196
KIMBALL ELECTRONICS INC COM 49428J109   11,373,810 691,417 SH   SOLE   471,717 102,391 117,309
KIMBERLY-CLARK CORP COM 494368103   543,422 3,821 SH   SOLE   759 736 2,326
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   774,192 30,480 SH   SOLE   30,480 0 0
KROGER CO COM 501044101   202,257 2,988 SH   SOLE   2,763 0 225
L3HARRIS TECHNOLOGIES INC COM 502431109   451,481 2,157 SH   SOLE   0 0 2,157
LABCORP HOLDINGS INC COM SHS 504922105   76,771,151 329,858 SH   SOLE   147,096 91,924 90,838
LITTELFUSE INC COM 537008104   82,140,917 417,510 SH   SOLE   285,254 43,970 88,286
LKQ CORP COM 501889208   49,635,162 1,166,788 SH   SOLE   535,772 256,214 374,802
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   169,008 44,243 SH   SOLE   44,243 0 0
LUXFER HLDGS PLC SHS G5698W116   8,761,267 738,724 SH   SOLE   579,220 148,686 10,818
MAGNA INTL INC COM 559222401   689,555 20,287 SH   SOLE   20,180 107 0
MASCO CORP COM 574599106   160,265,083 2,304,646 SH   SOLE   1,155,742 373,756 775,148
MASTERCARD INCORPORATED CL A 57636Q104   220,892 403 SH   SOLE   0 0 403
MEDIAALPHA INC CL A 58450V104   2,517,281 272,433 SH   SOLE   59,683 0 212,750
MERITAGE HOMES CORP COM 59001A102   95,875,690 1,352,648 SH   SOLE   920,039 141,854 290,755
META PLATFORMS INC CL A 30303M102   604,025 1,048 SH   SOLE   0 0 1,048
MICROSOFT CORP COM 594918104   1,339,767 3,569 SH   SOLE   0 0 3,569
MIDDLEBY CORP COM 596278101   200,576,669 1,319,757 SH   SOLE   888,135 213,653 217,969
MONOLITHIC PWR SYS INC COM 609839105   117,804,958 203,119 SH   SOLE   145,526 45,923 11,670
MOOG INC CL A 615394202   391,994,275 2,261,288 SH   SOLE   1,525,825 324,292 411,171
MORGAN STANLEY COM NEW 617446448   10,443,598 89,514 SH   SOLE   24,475 3,087 61,952
MURPHY OIL CORP COM 626717102   86,684,553 3,052,273 SH   SOLE   1,594,652 447,266 1,010,355
MYRIAD GENETICS INC COM 62855J104   35,278,580 3,977,292 SH   SOLE   2,838,737 832,888 305,667
NAPCO SEC TECHNOLOGIES INC COM 630402105   220,992 9,600 SH   SOLE   0 0 9,600
NEXTRACKER INC CLASS A COM 65290E101   55,179,127 1,309,424 SH   SOLE   683,871 161,468 464,085
NICE LTD SPONSORED ADR 653656108   22,503,270 145,964 SH   SOLE   145,902 62 0
NORFOLK SOUTHN CORP COM 655844108   8,085,822 34,139 SH   SOLE   10,250 566 23,323
NORTHERN TR CORP COM 665859104   879,663 8,917 SH   SOLE   0 8,160 757
NOV INC COM 62955J103   62,427,645 4,101,685 SH   SOLE   2,122,518 715,353 1,263,814
NOVARTIS AG SPONSORED ADR 66987V109   91,900,879 824,371 SH   SOLE   598,796 86 225,489
NPK INTERNATIONAL INC COM SHS 651718504   439,224 75,598 SH   SOLE   75,598 0 0
NVIDIA CORPORATION COM 67066G104   1,228,379 11,334 SH   SOLE   0 0 11,334
NXP SEMICONDUCTORS N V COM N6596X109   336,216 1,769 SH   SOLE   1,769 0 0
OCCIDENTAL PETE CORP COM 674599105   216,246 4,381 SH   SOLE   4,278 0 103
OCEANEERING INTL INC COM 675232102   91,981,363 4,217,394 SH   SOLE   2,906,242 422,895 888,257
ON SEMICONDUCTOR CORP COM 682189105   81,403,925 2,000,588 SH   SOLE   1,249,024 624,255 127,309
ONE GAS INC COM 68235P108   99,811,606 1,320,434 SH   SOLE   906,088 130,740 283,606
ONEOK INC NEW COM 682680103   27,365,074 275,802 SH   SOLE   38,459 125,028 112,315
OXFORD INDS INC COM 691497309   8,998,570 153,376 SH   SOLE   104,966 21,435 26,975
PACKAGING CORP AMER COM 695156109   53,962,034 272,508 SH   SOLE   137,972 45,678 88,858
PAPA JOHNS INTL INC COM 698813102   63,216,081 1,538,853 SH   SOLE   1,086,429 333,566 118,858
PARSONS CORP DEL COM 70202L102   119,752,403 2,022,503 SH   SOLE   1,366,835 192,147 463,521
PEBBLEBROOK HOTEL TR COM 70509V100   51,224,118 5,056,675 SH   SOLE   3,312,000 367,535 1,377,140
PENN ENTERTAINMENT INC COM 707569109   47,866,131 2,934,772 SH   SOLE   2,099,134 626,969 208,669
PERFORMANCE FOOD GROUP CO COM 71377A103   63,103,720 802,540 SH   SOLE   459,449 10,662 332,429
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   46,502,612 3,242,860 SH   SOLE   2,541,647 0 701,213
PINNACLE FINL PARTNERS INC COM 72346Q104   73,528,560 693,404 SH   SOLE   343,476 114,692 235,236
PLEXUS CORP COM 729132100   95,397,270 744,535 SH   SOLE   509,318 74,929 160,288
POPULAR INC COM NEW 733174700   66,977,948 725,105 SH   SOLE   354,738 128,629 241,738
PPG INDS INC COM 693506107   1,385,683 12,672 SH   SOLE   10,797 1,044 831
PROCTER AND GAMBLE CO COM 742718109   229,726 1,348 SH   SOLE   0 0 1,348
PROGRESSIVE CORP COM 743315103   141,912,534 501,440 SH   SOLE   206,207 138,094 157,139
PRUDENTIAL PLC ADR 74435K204   659,104 30,656 SH   SOLE   30,453 203 0
QIAGEN NV COM SHS N72482206   152,837,880 3,806,672 SH   SOLE   2,484,513 746,248 575,911
RAYMOND JAMES FINL INC COM 754730109   346,808,401 2,496,641 SH   SOLE   1,498,298 506,496 491,847
REINSURANCE GRP OF AMERICA I COM NEW 759351604   494,907,362 2,513,496 SH   SOLE   1,581,408 422,159 509,929
RELX PLC SPONSORED ADR 759530108   3,111,053 61,715 SH   SOLE   61,344 371 0
RENAISSANCERE HLDGS LTD COM G7496G103   138,840,000 578,500 SH   SOLE   280,340 97,168 200,992
REPUBLIC SVCS INC COM 760759100   297,355,287 1,227,929 SH   SOLE   758,019 247,141 222,769
RESTAURANT BRANDS INTL INC COM 76131D103   5,365,653 80,517 SH   SOLE   30,932 133 49,452
RIO TINTO PLC SPONSORED ADR 767204100   82,465,207 1,372,590 SH   SOLE   1,005,975 119 366,496
ROGERS COMMUNICATIONS INC CL B 775109200   818,366 30,616 SH   SOLE   30,505 111 0
ROSS STORES INC COM 778296103   64,701,610 506,312 SH   SOLE   238,182 118,638 149,492
ROYAL CARIBBEAN GROUP COM V7780T103   25,479,696 124,025 SH   SOLE   31,218 83,268 9,539
RTX CORPORATION COM 75513E101   822,179 6,207 SH   SOLE   2,623 1,629 1,955
RYDER SYS INC COM 783549108   268,588,472 1,867,662 SH   SOLE   1,316,139 338,969 212,554
S & T BANCORP INC COM 783859101   9,516,255 256,849 SH   SOLE   200,158 52,933 3,758
SABRE CORP COM 78573M104   82,425,643 29,332,969 SH   SOLE   19,770,629 2,790,981 6,771,359
SANMINA CORPORATION COM 801056102   78,951,200 1,036,377 SH   SOLE   608,037 44,089 384,251
SAP SE SPON ADR 803054204   712,977 2,656 SH   SOLE   2,656 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   176,181,808 800,790 SH   SOLE   524,876 167,071 108,843
SCHLUMBERGER LTD COM STK 806857108   7,046,853 168,585 SH   SOLE   61,624 3,191 103,770
SCHNEIDER NATIONAL INC CL B 80689H102   50,429,722 2,206,990 SH   SOLE   1,118,611 341,785 746,594
SCOTTS MIRACLE-GRO CO CL A 810186106   168,512,465 3,070,003 SH   SOLE   1,831,670 430,373 807,960
SEALED AIR CORP NEW COM 81211K100   70,880,805 2,452,623 SH   SOLE   1,250,951 358,514 843,158
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   37,479,918 1,544,290 SH   SOLE   781,920 250,916 511,454
SHELL PLC SPON ADS 780259305   2,147,177 29,301 SH   SOLE   29,111 190 0
SKYWORKS SOLUTIONS INC COM 83088M102   41,334,375 639,554 SH   SOLE   312,555 98,098 228,901
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   2,034,356 71,708 SH   SOLE   71,480 228 0
SMITH A O CORP COM 831865209   133,574,337 2,043,671 SH   SOLE   1,459,051 461,796 122,824
SNAP ON INC COM 833034101   322,182,908 956,004 SH   SOLE   582,640 194,145 179,219
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   43,546,027 1,096,049 SH   SOLE   893,307 161 202,581
SONOCO PRODS CO COM 835495102   125,438,592 2,655,347 SH   SOLE   1,732,050 567,308 355,989
SONY GROUP CORP SPONSORED ADR 835699307   2,116,028 83,341 SH   SOLE   82,861 480 0
SOUTHERN CO COM 842587107   1,634,227 17,773 SH   SOLE   15,519 1,134 1,120
SOUTHSTATE CORPORATION COM 840441109   130,738,269 1,408,514 SH   SOLE   948,208 134,636 325,670
SPDR SER TR S&P OILGAS EXP 78468R556   5,280,781 40,094 SH   SOLE   0 0 40,094
SPX TECHNOLOGIES INC COM 78473E103   129,683,392 1,007,015 SH   SOLE   695,712 100,491 210,812
STAG INDL INC COM 85254J102   137,998,808 3,820,565 SH   SOLE   2,460,947 274,836 1,084,782
STEELCASE INC CL A 858155203   11,372,797 1,037,664 SH   SOLE   706,362 164,675 166,627
STIFEL FINL CORP COM 860630102   274,891,475 2,916,311 SH   SOLE   1,659,556 423,219 833,536
STMICROELECTRONICS N V NY REGISTRY 861012102   350,130 15,944 SH   SOLE   15,944 0 0
SYNOPSYS INC COM 871607107   129,471,102 301,903 SH   SOLE   133,960 64,019 103,924
SYSCO CORP COM 871829107   68,473,474 912,493 SH   SOLE   398,982 235,815 277,696
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   43,815,866 263,951 SH   SOLE   171,358 117 92,476
TARGET CORP COM 87612E106   233,349 2,236 SH   SOLE   0 0 2,236
TECHTARGET INC COM NEW 87874R308   10,166,176 686,440 SH   SOLE   450,947 97,222 138,271
TELEDYNE TECHNOLOGIES INC COM 879360105   199,736,000 401,310 SH   SOLE   283,965 88,613 28,732
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   2,804,348 361,385 SH   SOLE   353,735 1,100 6,550
TESLA INC COM 88160R101   379,929 1,466 SH   SOLE   0 0 1,466
TIMKEN CO COM 887389104   93,386,584 1,299,382 SH   SOLE   841,569 93,340 364,473
TJX COS INC NEW COM 872540109   68,449,164 561,980 SH   SOLE   253,594 158,026 150,360
TRAVELERS COMPANIES INC COM 89417E109   312,592 1,182 SH   SOLE   0 650 532
TRINET GROUP INC COM 896288107   71,347,854 900,402 SH   SOLE   595,410 65,727 239,265
TRIUMPH FINANCIAL INC COM 89679E300   5,964,266 103,188 SH   SOLE   80,940 20,733 1,515
TRUSTMARK CORP COM 898402102   112,139,648 3,251,367 SH   SOLE   2,230,879 322,131 698,357
UFP TECHNOLOGIES INC COM 902673102   342,907 1,700 SH   SOLE   0 0 1,700
ULTA BEAUTY INC COM 90384S303   52,763,800 143,951 SH   SOLE   75,219 22,428 46,304
UMB FINL CORP COM 902788108   144,350,883 1,427,803 SH   SOLE   931,055 105,425 391,323
UNILEVER PLC SPON ADR NEW 904767704   1,987,005 33,367 SH   SOLE   33,153 214 0
UNION PAC CORP COM 907818108   8,223,042 34,808 SH   SOLE   11,785 603 22,420
UNITED BANKSHARES INC WEST V COM 909907107   146,121,361 4,214,634 SH   SOLE   2,697,147 277,945 1,239,542
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   97,125,464 3,452,736 SH   SOLE   2,371,587 338,807 742,342
UNITED FIRE GROUP INC COM 910340108   6,136,604 208,303 SH   SOLE   161,521 43,750 3,032
UNITEDHEALTH GROUP INC COM 91324P102   8,606,784 16,433 SH   SOLE   3,070 316 13,047
VALMONT INDS INC COM 920253101   111,825,374 391,861 SH   SOLE   280,228 88,023 23,610
VANECK ETF TRUST OIL SERVICES ETF 92189H607   1,561,187 5,956 SH   SOLE   0 0 5,956
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   15,354,567 89,136 SH   SOLE   0 89,136 0
VANGUARD INDEX FDS MID CAP ETF 922908629   1,061,894 4,106 SH   SOLE   0 4,106 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   441,283 1,990 SH   SOLE   0 1,990 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,747,158 6,357 SH   SOLE   0 6,357 0
VIAVI SOLUTIONS INC COM 925550105   9,689,634 865,919 SH   SOLE   735,500 119,179 11,240
VISA INC COM CL A 92826C839   269,854 770 SH   SOLE   0 0 770
VORNADO RLTY TR SH BEN INT 929042109   98,622,368 2,666,190 SH   SOLE   1,338,850 435,347 891,993
WEBSTER FINL CORP COM 947890109   162,106,037 3,144,637 SH   SOLE   2,020,496 710,350 413,791
WEC ENERGY GROUP INC COM 92939U106   215,479,397 1,977,238 SH   SOLE   1,206,366 469,320 301,552
WESBANCO INC COM 950810101   57,568,139 1,859,436 SH   SOLE   1,098,258 84,410 676,768
WEX INC COM 96208T104   140,596,650 895,406 SH   SOLE   607,616 139,454 148,336
WINTRUST FINL CORP COM 97650W108   158,655,531 1,410,773 SH   SOLE   916,867 270,592 223,314
WOLVERINE WORLD WIDE INC COM 978097103   73,316,480 5,270,775 SH   SOLE   3,351,166 342,241 1,577,368
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   3,237,269 223,414 SH   SOLE   222,384 355 675
WOODWARD INC COM 980745103   253,802,165 1,390,773 SH   SOLE   906,602 289,575 194,596
WSFS FINL CORP COM 929328102   14,370,376 277,046 SH   SOLE   219,943 53,338 3,765
XP INC CL A G98239109   6,926,439 503,741 SH   SOLE   496,624 241 6,876
YUM CHINA HLDGS INC COM 98850P109   3,236,570 62,170 SH   SOLE   61,910 260 0
ZYNEX INC COM 98986M103   26,123 11,874 SH   SOLE   0 0 11,874