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   102,881,292 1,495,585 SH   SOLE   1,027,955 146,995 320,635
ACUITY INC COM 00508Y102   78,010,539 261,482 SH   SOLE   150,030 3,441 108,011
ADVANCED ENERGY INDS COM 007973100   214,897,510 1,621,868 SH   SOLE   1,038,908 123,221 459,739
ADVANCED MICRO DEVICES INC COM 007903107   1,096,462 7,727 SH   SOLE   0 0 7,727
AFLAC INC COM 001055102   571,910 5,423 SH   SOLE   1,681 1,191 2,551
AGILENT TECHNOLOGIES INC COM 00846U101   57,500,018 487,247 SH   SOLE   249,483 79,052 158,712
AIR LEASE CORP CL A 00912X302   150,892,502 2,579,800 SH   SOLE   1,379,826 278,632 921,342
AKAMAI TECHNOLOGIES INC COM 00971T101   175,236,948 2,197,053 SH   SOLE   1,325,990 494,390 376,673
ALBANY INTL CORP CL A 012348108   186,212,542 2,655,248 SH   SOLE   1,759,217 323,492 572,539
ALBEMARLE CORP COM 012653101   89,157,162 1,422,645 SH   SOLE   887,303 325,722 209,620
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   35,920,038 494,562 SH   SOLE   239,974 65,770 188,818
ALPHABET INC CAP STK CL A 02079K305   495,559 2,812 SH   SOLE   0 0 2,812
ALPHABET INC CAP STK CL C 02079K107   418,108 2,357 SH   SOLE   0 0 2,357
AMAZON COM INC COM 023135106   1,024,551 4,670 SH   SOLE   0 0 4,670
AMBEV SA SPONSORED ADR 02319V103   1,649,831 684,577 SH   SOLE   682,092 2,485 0
AMERICAN TOWER CORP NEW COM 03027X100   2,638,758 11,939 SH   SOLE   6,521 690 4,728
AMERICOLD REALTY TRUST INC COM 03064D108   43,235,938 2,599,876 SH   SOLE   1,343,470 402,218 854,188
AMKOR TECHNOLOGY INC COM 031652100   92,883,101 4,425,112 SH   SOLE   3,011,466 413,070 1,000,576
ANSYS INC COM 03662Q105   226,165,309 643,942 SH   SOLE   409,276 128,330 106,336
APPLE INC COM 037833100   1,422,649 6,934 SH   SOLE   0 0 6,934
APPLIED MATLS INC COM 038222105   56,563,321 308,971 SH   SOLE   143,271 86,471 79,229
ARCHROCK INC COM 03957W106   293,549,149 11,822,358 SH   SOLE   8,300,719 2,262,734 1,258,905
ARROW ELECTRS INC COM 042735100   187,884,576 1,474,414 SH   SOLE   932,474 293,137 248,803
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   36,512,253 3,534,584 SH   SOLE   2,308,241 1,783 1,224,560
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,367,306 2,954 SH   SOLE   2,934 20 0
ASTRONICS CORP COM 046433108   7,917,183 236,475 SH   SOLE   37,918 64,794 133,763
ATLANTIC UN BANKSHARES CORP COM 04911A107   85,087,011 2,720,173 SH   SOLE   1,838,486 259,218 622,469
ATMOS ENERGY CORP COM 049560105   69,261,503 449,429 SH   SOLE   217,099 77,729 154,601
AUTODESK INC COM 052769106   8,710,371 28,137 SH   SOLE   7,510 0 20,627
AUTOMATIC DATA PROCESSING IN COM 053015103   2,857,326 9,265 SH   SOLE   7,263 631 1,371
AVANTOR INC COM 05352A100   82,068,931 6,097,246 SH   SOLE   4,382,075 1,343,753 371,418
AVNET INC COM 053807103   80,480,161 1,516,205 SH   SOLE   790,426 223,119 502,660
AXOS FINANCIAL INC COM 05465C100   273,744 3,600 SH   SOLE   0 0 3,600
BAIDU INC SPON ADR REP A 056752108   57,625,403 671,938 SH   SOLE   517,142 85 154,711
BANCO BRADESCO S A SP ADR PFD NEW 059460303   66,610,049 21,556,650 SH   SOLE   16,559,066 1,573 4,996,011
BANK AMERICA CORP COM 060505104   1,716,249 36,269 SH   SOLE   27,161 3,167 5,941
BANK OZK LITTLE ROCK ARK COM 06417N103   14,909,078 316,810 SH   SOLE   75,160 217,762 23,888
BARCLAYS PLC ADR 06738E204   2,540,268 136,647 SH   SOLE   135,705 942 0
BATH & BODY WORKS INC COM 070830104   38,765,993 1,293,925 SH   SOLE   643,250 218,853 431,822
BECTON DICKINSON & CO COM 075887109   1,094,994 6,357 SH   SOLE   4,941 485 931
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   431,850 889 SH   SOLE   0 0 889
BHP GROUP LTD SPONSORED ADS 088606108   4,383,788 91,158 SH   SOLE   89,141 142 1,875
BIO RAD LABS INC CL A 090572207   146,212,410 605,886 SH   SOLE   402,177 120,942 82,767
BOEING CO COM 097023105   448,394 2,140 SH   SOLE   0 0 2,140
BORGWARNER INC COM 099724106   132,300,941 3,951,641 SH   SOLE   2,565,419 871,567 514,655
BOX INC CL A 10316T104   266,277,208 7,792,719 SH   SOLE   5,450,403 1,314,127 1,028,189
BROADCOM INC COM 11135F101   520,427 1,888 SH   SOLE   0 0 1,888
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   88,863,676 365,649 SH   SOLE   171,904 93,514 100,231
BXP INC COM 101121101   179,576,600 2,661,577 SH   SOLE   1,644,111 631,211 386,255
CABOT CORP COM 127055101   242,214,075 3,229,521 SH   SOLE   2,167,058 436,127 626,336
CANADIAN NATL RY CO COM 136375102   1,284,998 12,351 SH   SOLE   12,281 70 0
CARNIVAL CORP UNIT 99/99/9999 143658300   134,125,004 4,769,737 SH   SOLE   3,800,168 437 969,132
CASELLA WASTE SYS INC CL A 147448104   145,858,665 1,264,159 SH   SOLE   873,186 120,341 270,632
CBRE GROUP INC CL A 12504L109   496,381,546 3,542,546 SH   SOLE   2,149,737 657,446 735,363
CENCORA INC COM 03073E105   72,170,297 240,688 SH   SOLE   123,605 38,763 78,320
CENTENE CORP DEL COM 15135B101   161,251,930 2,970,743 SH   SOLE   1,836,321 670,080 464,342
CF INDS HLDGS INC COM 125269100   204,329,240 2,220,970 SH   SOLE   1,516,342 566,615 138,013
CHAMPIONX CORPORATION COM 15872M104   29,867,293 1,202,387 SH   SOLE   617,470 191,850 393,067
CHARLES RIV LABS INTL INC COM 159864107   151,465,535 998,257 SH   SOLE   647,047 199,073 152,137
CHECK POINT SOFTWARE TECH LT ORD M22465104   157,244,588 710,710 SH   SOLE   538,289 80 172,341
CHEESECAKE FACTORY INC COM 163072101   149,643,421 2,388,181 SH   SOLE   1,618,968 227,885 541,328
CHUBB LIMITED COM H1467J104   499,477 1,724 SH   SOLE   687 370 667
CIRRUS LOGIC INC COM 172755100   139,489,020 1,337,960 SH   SOLE   946,546 291,507 99,907
COMCAST CORP NEW CL A 20030N101   345,087 9,669 SH   SOLE   3,022 2,472 4,175
CONMED CORP COM 207410101   147,381,973 2,829,915 SH   SOLE   1,913,476 385,252 531,187
CONNECTONE BANCORP INC COM 20786W107   7,603,590 328,307 SH   SOLE   253,503 69,812 4,992
CONSTELLATION ENERGY CORP COM 21037T109   637,451 1,975 SH   SOLE   0 990 985
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108   131,251,482 4,758,937 SH   SOLE   3,272,540 828,562 657,835
CORE LABORATORIES INC COM 21867A105   41,506,894 3,603,029 SH   SOLE   2,391,113 286,654 925,262
CORNING INC COM 219350105   2,607,885 49,589 SH   SOLE   39,541 4,121 5,927
COSTCO WHSL CORP NEW COM 22160K105   227,686 230 SH   SOLE   0 0 230
COTERRA ENERGY INC COM 127097103   47,446,514 1,869,445 SH   SOLE   1,126,329 359,119 383,997
CRACKER BARREL OLD CTRY STOR COM 22410J106   74,487,488 1,219,507 SH   SOLE   825,777 114,285 279,445
CSX CORP COM 126408103   76,975,573 2,359,043 SH   SOLE   1,061,313 661,500 636,230
CTS CORP COM 126501105   84,199,831 1,976,058 SH   SOLE   1,337,689 188,130 450,239
CUMMINS INC COM 231021106   96,750,705 295,422 SH   SOLE   122,165 83,936 89,321
D R HORTON INC COM 23331A109   237,210,350 1,839,981 SH   SOLE   1,086,036 344,095 409,850
DARDEN RESTAURANTS INC COM 237194105   326,264,253 1,496,831 SH   SOLE   862,492 322,262 312,077
DARLING INGREDIENTS INC COM 237266101   177,622,029 4,681,656 SH   SOLE   3,042,729 380,891 1,258,036
DENNYS CORP COM 24869P104   6,410,863 1,563,625 SH   SOLE   1,059,072 274,118 230,435
DENTSPLY SIRONA INC COM 24906P109   20,043,434 1,262,181 SH   SOLE   646,044 204,753 411,384
DIAMONDBACK ENERGY INC COM 25278X109   63,406,527 461,474 SH   SOLE   263,513 6,034 191,927
DIGI INTL INC COM 253798102   68,135,613 1,954,550 SH   SOLE   1,181,349 91,706 681,495
DIODES INC COM 254543101   60,558,997 1,144,999 SH   SOLE   777,265 104,837 262,897
DISNEY WALT CO COM 254687106   6,597,456 53,201 SH   SOLE   11,192 1,148 40,861
DOVER CORP COM 260003108   75,206,571 410,449 SH   SOLE   210,224 65,355 134,870
DUKE ENERGY CORP NEW COM NEW 26441C204   1,790,650 15,175 SH   SOLE   13,104 818 1,253
EAST WEST BANCORP INC COM 27579R104   171,238,249 1,695,764 SH   SOLE   1,093,063 335,446 267,255
EASTGROUP PPTYS INC COM 277276101   59,197,915 354,224 SH   SOLE   209,713 15,527 128,984
EASTMAN CHEM CO COM 277432100   168,310,294 2,254,357 SH   SOLE   1,395,330 442,410 416,617
ECOPETROL S A SPONSORED ADS 279158109   3,928,055 443,848 SH   SOLE   146,911 0 296,937
ELEVANCE HEALTH INC COM 036752103   2,673,322 6,873 SH   SOLE   3,702 504 2,667
ELI LILLY & CO COM 532457108   340,655 437 SH   SOLE   0 0 437
ENERSYS COM 29275Y102   93,751,156 1,093,053 SH   SOLE   747,918 118,661 226,474
ENTEGRIS INC COM 29362U104   165,095,066 2,047,056 SH   SOLE   1,164,711 229,462 652,883
ENTERPRISE FINL SVCS CORP COM 293712105   91,397,786 1,658,762 SH   SOLE   1,120,801 158,905 379,056
EQUINOR ASA SPONSORED ADR 29446M102   99,219,208 3,946,667 SH   SOLE   3,047,086 401 899,180
ESSEX PPTY TR INC COM 297178105   14,531,335 51,275 SH   SOLE   12,158 35,230 3,887
EVEREST GROUP LTD COM G3223R108   81,580,313 240,048 SH   SOLE   191,415 48 48,585
EVERUS CONSTR GROUP COM 300426103   70,125,050 1,103,810 SH   SOLE   746,220 105,178 252,412
EXELON CORP COM 30161N101   207,895 4,788 SH   SOLE   3,602 0 1,186
EXPRO GROUP HOLDINGS NV COM N3144W105   61,867,602 7,202,282 SH   SOLE   4,907,205 635,133 1,659,944
EXXON MOBIL CORP COM 30231G102   2,328,373 21,599 SH   SOLE   17,158 1,449 2,992
FACTSET RESH SYS INC COM 303075105   28,407,647 63,512 SH   SOLE   15,973 33,398 14,141
FB FINL CORP COM 30257X104   15,898,760 350,966 SH   SOLE   231,888 59,487 59,591
FIRST MERCHANTS CORP COM 320817109   98,504,421 2,571,917 SH   SOLE   1,714,379 240,639 616,899
FIRSTCASH HOLDINGS INC COM 33768G107   314,364,695 2,326,215 SH   SOLE   1,576,235 310,941 439,039
FLEX LTD ORD Y2573F102   175,333,916 3,512,298 SH   SOLE   1,649,513 608,005 1,254,780
FLOWSERVE CORP COM 34354P105   143,910,778 2,749,012 SH   SOLE   1,832,287 272,206 644,519
FORMFACTOR INC COM 346375108   209,530,301 6,089,227 SH   SOLE   4,203,002 927,625 958,600
FOUR CORNERS PPTY TR INC COM 35086T109   80,308,993 2,984,355 SH   SOLE   2,006,616 320,004 657,735
FRANKLIN ELEC INC COM 353514102   115,768,818 1,290,047 SH   SOLE   864,297 131,193 294,557
GATX CORP COM 361448103   473,919,329 3,086,216 SH   SOLE   1,958,358 516,877 610,981
GENERAL DYNAMICS CORP COM 369550108   55,928,430 191,759 SH   SOLE   97,919 31,188 62,652
GLOBAL PMTS INC COM 37940X102   59,201,586 739,650 SH   SOLE   343,789 197,106 198,755
GOLDMAN SACHS GROUP INC COM 38141G104   10,772,663 15,221 SH   SOLE   4,153 361 10,707
GRUPO CIBEST SA SPON ADS 40090E106   115,235,459 2,494,814 SH   SOLE   1,936,277 252 558,285
HACKETT GROUP INC COM 404609109   10,666,156 419,597 SH   SOLE   333,825 80,280 5,492
HDFC BANK LTD SPONSORED ADS 40415F101   92,719,561 1,209,333 SH   SOLE   956,629 160 252,544
HELEN OF TROY LTD COM G4388N106   21,899,995 771,670 SH   SOLE   552,362 82,644 136,664
HELMERICH & PAYNE INC COM 423452101   49,172,218 3,243,550 SH   SOLE   2,103,049 321,735 818,766
HESS CORP COM 42809H107   13,642,726 98,475 SH   SOLE   22,649 68,253 7,573
HEXCEL CORP NEW COM 428291108   290,389,218 5,140,542 SH   SOLE   3,315,764 806,696 1,018,082
HOLOGIC INC COM 436440101   122,781,900 1,884,314 SH   SOLE   1,354,473 417,236 112,605
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   1,002,246 34,764 SH   SOLE   34,527 237 0
HORACE MANN EDUCATORS CORP N COM 440327104   55,852,019 1,299,791 SH   SOLE   887,177 139,573 273,041
HOULIHAN LOKEY INC CL A 441593100   444,920,797 2,472,469 SH   SOLE   1,646,251 380,813 445,405
HSBC HLDGS PLC SPON ADR NEW 404280406   2,114,763 34,788 SH   SOLE   34,552 236 0
HUMANA INC COM 444859102   8,476,611 34,672 SH   SOLE   10,320 21,495 2,857
HUNTINGTON INGALLS INDS INC COM 446413106   216,129,397 895,094 SH   SOLE   578,968 195,540 120,586
ICICI BANK LIMITED ADR 45104G104   139,089,761 4,134,654 SH   SOLE   3,299,190 666 834,798
ICON PLC SHS G4705A100   86,440,499 594,297 SH   SOLE   451,050 67 143,180
INFOSYS LTD SPONSORED ADR 456788108   2,485,132 134,114 SH   SOLE   134,104 0 10
ING GROEP N.V. SPONSORED ADR 456837103   758,736 34,693 SH   SOLE   34,693 0 0
INSPERITY INC COM 45778Q107   80,950,859 1,346,488 SH   SOLE   975,419 272,628 98,441
INTEGER HLDGS CORP COM 45826H109   140,830,901 1,145,246 SH   SOLE   774,572 108,640 262,034
INTEL CORP COM 458140100   361,536 16,140 SH   SOLE   4,925 4,118 7,097
INTERCONTINENTAL EXCHANGE IN COM 45866F104   141,964,499 773,775 SH   SOLE   341,541 225,557 206,677
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   963,204 8,351 SH   SOLE   8,351 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   950,665 3,225 SH   SOLE   692 617 1,916
INTUIT COM 461202103   17,077,393 21,682 SH   SOLE   6,617 0 15,065
IQVIA HLDGS INC COM 46266C105   90,516,544 574,380 SH   SOLE   264,593 128,890 180,897
ISHARES INC MSCI STH KOR ETF 464286772   1,829,170 25,483 SH   SOLE   25,483 0 0
ISHARES TR MSCI CHINA ETF 46429B671   206,845 3,754 SH   SOLE   0 0 3,754
ISHARES TR MSCI EAFE ETF 464287465   1,134,091 12,687 SH   SOLE   0 0 12,687
ISHARES TR MSCI EMG MKT ETF 464287234   3,825,191 79,295 SH   SOLE   72,506 0 6,789
ISHARES TR RUS 2000 VAL ETF 464287630   4,520,297 28,653 SH   SOLE   0 28,653 0
ISHARES TR RUS MDCP VAL ETF 464287473   8,537,698 64,611 SH   SOLE   0 64,611 0
ISHARES TR RUS MID CAP ETF 464287499   1,933,853 21,027 SH   SOLE   0 21,027 0
ISHARES TR RUSSELL 2000 ETF 464287655   2,570,922 11,914 SH   SOLE   0 11,914 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   5,982,133 881,021 SH   SOLE   862,093 1,659 17,269
JACK IN THE BOX INC COM 466367109   5,160,163 295,542 SH   SOLE   211,569 39,957 44,016
JPMORGAN CHASE & CO. COM 46625H100   11,457,244 39,520 SH   SOLE   12,490 888 26,142
KEYSIGHT TECHNOLOGIES INC COM 49338L103   78,164,333 477,019 SH   SOLE   244,823 76,469 155,727
KIMBALL ELECTRONICS INC COM 49428J109   13,038,459 678,027 SH   SOLE   450,384 111,717 115,926
KIMBERLY-CLARK CORP COM 494368103   535,147 4,151 SH   SOLE   759 736 2,656
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   664,534 27,712 SH   SOLE   27,712 0 0
KROGER CO COM 501044101   300,548 4,190 SH   SOLE   2,763 0 1,427
L3HARRIS TECHNOLOGIES INC COM 502431109   541,062 2,157 SH   SOLE   0 0 2,157
LABCORP HOLDINGS INC COM SHS 504922105   87,017,865 331,484 SH   SOLE   150,710 89,887 90,887
LITTELFUSE INC COM 537008104   96,865,404 427,228 SH   SOLE   287,713 45,835 93,680
LKQ CORP COM 501889208   42,964,872 1,160,899 SH   SOLE   539,921 248,653 372,325
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   207,557 48,837 SH   SOLE   48,837 0 0
LUXFER HLDGS PLC SHS G5698W116   8,705,229 714,715 SH   SOLE   551,053 152,844 10,818
MAGNA INTL INC COM 559222401   757,490 19,619 SH   SOLE   19,512 107 0
MASCO CORP COM 574599106   148,526,790 2,307,750 SH   SOLE   1,170,795 363,917 773,038
MASTERCARD INCORPORATED CL A 57636Q104   226,462 403 SH   SOLE   0 0 403
MEDIAALPHA INC CL A 58450V104   2,952,197 269,607 SH   SOLE   59,547 0 210,060
MERITAGE HOMES CORP COM 59001A102   103,533,075 1,545,962 SH   SOLE   1,036,635 157,365 351,962
META PLATFORMS INC CL A 30303M102   773,518 1,048 SH   SOLE   0 0 1,048
MICROSOFT CORP COM 594918104   1,775,256 3,569 SH   SOLE   0 0 3,569
MIDDLEBY CORP COM 596278101   190,067,760 1,319,915 SH   SOLE   890,976 211,648 217,291
MONOLITHIC PWR SYS INC COM 609839105   148,569,607 203,136 SH   SOLE   145,925 45,443 11,768
MOOG INC CL A 615394202   393,048,924 2,171,901 SH   SOLE   1,459,678 311,622 400,601
MORGAN STANLEY COM NEW 617446448   11,849,988 84,126 SH   SOLE   18,511 3,087 62,528
MRC GLOBAL INC COM 55345K103   3,192,086 232,829 SH   SOLE   59,680 126,270 46,879
MURPHY OIL CORP COM 626717102   68,954,445 3,064,642 SH   SOLE   1,606,991 452,807 1,004,844
NAPCO SEC TECHNOLOGIES INC COM 630402105   285,024 9,600 SH   SOLE   0 0 9,600
NETFLIX INC COM 64110L106   274,522 205 SH   SOLE   0 0 205
NEXTRACKER INC CLASS A COM 65290E101   70,878,472 1,303,632 SH   SOLE   685,591 157,139 460,902
NICE LTD SPONSORED ADR 653656108   24,623,700 145,780 SH   SOLE   145,718 62 0
NORFOLK SOUTHN CORP COM 655844108   8,191,040 32,000 SH   SOLE   8,111 566 23,323
NORTHERN TR CORP COM 665859104   281,601 2,221 SH   SOLE   0 1,464 757
NOV INC COM 62955J103   50,086,958 4,029,522 SH   SOLE   2,105,873 667,219 1,256,430
NOVARTIS AG SPONSORED ADR 66987V109   102,883,549 850,207 SH   SOLE   637,518 86 212,603
NPK INTERNATIONAL INC COM SHS 651718504   474,492 55,757 SH   SOLE   55,757 0 0
NVIDIA CORPORATION COM 67066G104   1,790,659 11,334 SH   SOLE   0 0 11,334
NXP SEMICONDUCTORS N V COM N6596X109   373,836 1,711 SH   SOLE   1,711 0 0
OCCIDENTAL PETE CORP COM 674599105   262,226 6,242 SH   SOLE   4,278 0 1,964
OCEANEERING INTL INC COM 675232102   87,425,636 4,219,384 SH   SOLE   2,869,337 412,191 937,856
ON SEMICONDUCTOR CORP COM 682189105   106,900,991 2,039,706 SH   SOLE   1,263,360 646,392 129,954
ONE GAS INC COM 68235P108   95,169,659 1,324,376 SH   SOLE   894,725 127,016 302,635
ONEOK INC NEW COM 682680103   22,414,211 274,583 SH   SOLE   41,004 121,264 112,315
OXFORD INDS INC COM 691497309   8,287,073 205,890 SH   SOLE   140,160 21,961 43,769
PACKAGING CORP AMER COM 695156109   51,827,707 275,021 SH   SOLE   140,693 44,966 89,362
PAPA JOHNS INTL INC COM 698813102   79,133,925 1,616,958 SH   SOLE   1,152,773 347,704 116,481
PARSONS CORP DEL COM 70202L102   145,530,541 2,027,735 SH   SOLE   1,349,934 186,779 491,022
PEBBLEBROOK HOTEL TR COM 70509V100   51,688,080 5,173,982 SH   SOLE   3,361,885 400,035 1,412,062
PENN ENTERTAINMENT INC COM 707569109   52,594,519 2,943,174 SH   SOLE   2,090,877 643,047 209,250
PERFORMANCE FOOD GROUP CO COM 71377A103   69,898,152 799,110 SH   SOLE   458,527 10,516 330,067
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   40,114,166 3,206,568 SH   SOLE   2,551,782 0 654,786
PINNACLE FINL PARTNERS INC COM 72346Q104   76,313,183 691,180 SH   SOLE   345,135 112,398 233,647
PLEXUS CORP COM 729132100   101,045,990 746,774 SH   SOLE   502,850 72,882 171,042
POPULAR INC COM NEW 733174700   79,653,947 722,747 SH   SOLE   356,665 125,969 240,113
PPG INDS INC COM 693506107   1,525,047 13,407 SH   SOLE   10,797 1,191 1,419
PROCTER AND GAMBLE CO COM 742718109   214,763 1,348 SH   SOLE   0 0 1,348
PROGRESSIVE CORP COM 743315103   105,785,439 396,408 SH   SOLE   152,678 119,527 124,203
PRUDENTIAL PLC ADR 74435K204   740,642 29,602 SH   SOLE   29,399 203 0
QIAGEN NV COM SHS N72482206   201,960,184 4,202,251 SH   SOLE   2,680,113 835,570 686,568
RAYMOND JAMES FINL INC COM 754730109   380,470,327 2,480,735 SH   SOLE   1,492,881 496,527 491,327
REGAL REXNORD CORPORATION COM 758750103   45,039,072 310,700 SH   SOLE   185,275 0 125,425
REINSURANCE GRP OF AMERICA I COM NEW 759351604   476,319,884 2,401,290 SH   SOLE   1,504,070 404,838 492,382
RELX PLC SPONSORED ADR 759530108   3,226,220 59,371 SH   SOLE   59,000 371 0
RENAISSANCERE HLDGS LTD COM G7496G103   140,728,487 579,368 SH   SOLE   283,923 95,000 200,445
REPUBLIC SVCS INC COM 760759100   270,084,066 1,095,187 SH   SOLE   696,415 220,366 178,406
RESTAURANT BRANDS INTL INC COM 76131D103   4,957,034 74,778 SH   SOLE   25,193 133 49,452
RIO TINTO PLC SPONSORED ADR 767204100   82,491,744 1,414,225 SH   SOLE   1,068,350 119 345,756
ROGERS COMMUNICATIONS INC CL B 775109200   888,673 29,962 SH   SOLE   29,851 111 0
ROSS STORES INC COM 778296103   65,931,048 516,782 SH   SOLE   243,707 123,501 149,574
ROYAL CARIBBEAN GROUP COM V7780T103   38,690,639 123,557 SH   SOLE   32,907 81,236 9,414
RTX CORPORATION COM 75513E101   1,072,955 7,348 SH   SOLE   2,623 1,629 3,096
RYDER SYS INC COM 783549108   297,642,912 1,871,968 SH   SOLE   1,314,921 334,485 222,562
S & T BANCORP INC COM 783859101   9,413,738 248,909 SH   SOLE   190,429 54,722 3,758
SABRE CORP COM 78573M104   93,480,093 29,582,308 SH   SOLE   19,746,049 2,666,878 7,169,381
SANMINA CORPORATION COM 801056102   100,448,420 1,026,765 SH   SOLE   601,269 44,158 381,338
SAP SE SPON ADR 803054204   676,318 2,224 SH   SOLE   2,224 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   188,702,394 803,536 SH   SOLE   529,225 165,176 109,135
SCHLUMBERGER LTD COM STK 806857108   5,355,306 158,441 SH   SOLE   51,480 3,191 103,770
SCHNEIDER NATIONAL INC CL B 80689H102   53,195,205 2,202,700 SH   SOLE   1,123,343 337,826 741,531
SCOTTS MIRACLE-GRO CO CL A 810186106   247,804,993 3,756,898 SH   SOLE   2,235,337 508,050 1,013,511
SEALED AIR CORP NEW COM 81211K100   76,607,236 2,468,812 SH   SOLE   1,264,315 364,394 840,103
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   46,872,478 1,556,708 SH   SOLE   797,386 246,073 513,249
SHELL PLC SPON ADS 780259305   1,991,899 28,290 SH   SOLE   28,100 190 0
SKYWORKS SOLUTIONS INC COM 83088M102   71,517,142 959,704 SH   SOLE   478,562 148,402 332,740
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   2,172,463 70,926 SH   SOLE   70,698 228 0
SMITH A O CORP COM 831865209   134,212,610 2,046,860 SH   SOLE   1,466,405 455,795 124,660
SNAP ON INC COM 833034101   297,858,384 957,190 SH   SOLE   587,326 190,845 179,019
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   37,057,625 1,050,684 SH   SOLE   861,030 161 189,493
SONOCO PRODS CO COM 835495102   115,268,036 2,646,190 SH   SOLE   1,741,072 549,719 355,399
SONY GROUP CORP SPONSORED ADR 835699307   2,087,294 80,188 SH   SOLE   79,708 480 0
SOUTHERN CO COM 842587107   1,702,161 18,536 SH   SOLE   15,519 1,134 1,883
SOUTHSTATE CORPORATION COM 840441109   129,910,284 1,411,608 SH   SOLE   936,426 130,348 344,834
SPDR SERIES TRUST S&P OILGAS EXP 78468R556   5,043,825 40,094 SH   SOLE   0 0 40,094
SPX TECHNOLOGIES INC COM 78473E103   145,996,293 870,684 SH   SOLE   594,091 84,926 191,667
STAG INDL INC COM 85254J102   138,307,052 3,812,212 SH   SOLE   2,434,436 265,861 1,111,915
STEELCASE INC CL A 858155203   10,515,505 1,008,198 SH   SOLE   674,043 169,478 164,677
STIFEL FINL CORP COM 860630102   303,164,419 2,921,222 SH   SOLE   1,660,780 412,676 847,766
STMICROELECTRONICS N V NY REGISTRY 861012102   523,873 17,227 SH   SOLE   17,227 0 0
SYNCHRONY FINANCIAL COM 87165B103   246,671 3,696 SH   SOLE   0 2,125 1,571
SYNOPSYS INC COM 871607107   154,243,880 300,858 SH   SOLE   133,992 63,273 103,593
SYSCO CORP COM 871829107   69,152,362 913,023 SH   SOLE   403,440 230,975 278,608
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   60,735,332 268,159 SH   SOLE   182,998 117 85,044
TARGET CORP COM 87612E106   220,581 2,236 SH   SOLE   0 0 2,236
TECHTARGET INC COM NEW 87874R308   5,136,980 661,130 SH   SOLE   437,861 86,657 136,612
TELEDYNE TECHNOLOGIES INC COM 879360105   204,890,700 399,935 SH   SOLE   283,298 87,810 28,827
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   2,869,768 338,416 SH   SOLE   330,766 1,100 6,550
TESLA INC COM 88160R101   465,690 1,466 SH   SOLE   0 0 1,466
TIMKEN CO COM 887389104   94,311,300 1,299,949 SH   SOLE   833,489 90,622 375,838
TJX COS INC NEW COM 872540109   69,934,733 566,319 SH   SOLE   259,548 155,016 151,755
TRAVELERS COMPANIES INC COM 89417E109   316,233 1,182 SH   SOLE   0 650 532
TRINET GROUP INC COM 896288107   65,504,550 895,605 SH   SOLE   589,643 58,247 247,715
TRINITY INDS INC COM 896522109   5,839,940 216,214 SH   SOLE   211,370 0 4,844
TRIUMPH FINANCIAL INC COM 89679E300   7,245,367 131,471 SH   SOLE   101,029 28,456 1,986
TRUSTMARK CORP COM 898402102   106,033,410 2,908,212 SH   SOLE   1,964,378 279,353 664,481
UFP TECHNOLOGIES INC COM 902673102   415,072 1,700 SH   SOLE   0 0 1,700
ULTA BEAUTY INC COM 90384S303   79,359,581 169,637 SH   SOLE   88,904 26,534 54,199
UMB FINL CORP COM 902788108   150,247,981 1,428,756 SH   SOLE   921,922 102,415 404,419
UNILEVER PLC SPON ADR NEW 904767704   1,970,714 32,217 SH   SOLE   32,003 214 0
UNION PAC CORP COM 907818108   7,644,178 33,224 SH   SOLE   9,806 603 22,815
UNITED BANKSHARES INC WEST V COM 909907107   168,512,174 4,625,643 SH   SOLE   2,929,154 306,938 1,389,551
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   114,819,537 3,854,298 SH   SOLE   2,604,782 368,194 881,322
UNITED FIRE GROUP INC COM 910340108   5,742,009 200,070 SH   SOLE   153,672 43,366 3,032
UNITEDHEALTH GROUP INC COM 91324P102   4,820,872 15,453 SH   SOLE   1,856 316 13,281
VALMONT INDS INC COM 920253101   128,207,790 392,589 SH   SOLE   281,610 87,169 23,810
VANECK ETF TRUST OIL SERVICES ETF 92189H607   1,371,607 5,956 SH   SOLE   0 0 5,956
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   10,533,143 54,658 SH   SOLE   0 54,658 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,198,396 3,943 SH   SOLE   0 3,943 0
VIAVI SOLUTIONS INC COM 925550105   8,671,881 861,160 SH   SOLE   706,336 143,584 11,240
VISA INC COM CL A 92826C839   273,389 770 SH   SOLE   0 0 770
VORNADO RLTY TR SH BEN INT 929042109   101,625,744 2,657,577 SH   SOLE   1,344,942 426,676 885,959
WEBSTER FINL CORP COM 947890109   171,676,814 3,144,264 SH   SOLE   2,031,853 699,314 413,097
WEC ENERGY GROUP INC COM 92939U106   206,653,608 1,983,240 SH   SOLE   1,219,319 461,647 302,274
WESBANCO INC COM 950810101   58,270,399 1,842,251 SH   SOLE   1,084,248 86,405 671,598
WEX INC COM 96208T104   131,874,317 897,776 SH   SOLE   609,622 139,819 148,335
WINTRUST FINL CORP COM 97650W108   177,783,600 1,433,970 SH   SOLE   925,362 284,730 223,878
WOLVERINE WORLD WIDE INC COM 978097103   88,794,749 4,911,214 SH   SOLE   3,112,112 334,518 1,464,584
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   3,719,942 241,085 SH   SOLE   240,055 355 675
WOODWARD INC COM 980745103   341,960,352 1,395,244 SH   SOLE   914,254 285,820 195,170
WSFS FINL CORP COM 929328102   10,101,575 183,665 SH   SOLE   143,279 37,931 2,455
XP INC CL A G98239109   7,965,163 394,315 SH   SOLE   385,637 241 8,437
YUM CHINA HLDGS INC COM 98850P109   2,854,018 63,834 SH   SOLE   63,574 260 0
ZYNEX INC COM 98986M103   30,635 11,874 SH   SOLE   0 0 11,874