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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1st Source Corporation COM 336901103 6,094 188,137 SH   SOLE   140,582 0 47,555
Air Methods Corporation COM 009128307 24,435 681,981 SH   SOLE   583,972 0 98,009
Air Transport Services Group, COM 00922R105 30,953 2,388,362 SH   SOLE   2,036,434 0 351,928
Aircastle Limited COM G0129K104 35,678 1,824,034 SH   SOLE   1,492,449 0 331,585
Akorn, Inc. COM 009728106 16,202 568,788 SH   SOLE   483,765 0 85,023
Alamos Gold Inc. COM 011532108 786 91,378 SH   SOLE   91,378 0 0
Alleghany Corporation COM 017175100 11,260 20,488 SH   SOLE   20,488 0 0
Allied World Assurance Company COM H01531104 60,121 1,710,895 SH   SOLE   1,421,299 0 289,596
Alphabet Inc. Class C COM 02079K107 1,515 2,189 SH   SOLE   2,189 0 0
American National Insurance Co COM 028591105 16,813 148,593 SH   SOLE   121,733 0 26,860
AmeriGas Partners, L.P. COM 030975106 42,927 919,217 SH   SOLE   728,283 0 190,934
Amgen Inc. COM 031162100 58,259 382,908 SH   SOLE   311,682 0 71,226
Apple Inc. COM 037833100 1,409 14,741 SH   SOLE   14,741 0 0
Argan, Inc. COM 04010E109 9,373 224,670 SH   SOLE   166,964 0 57,706
Associated Capital Group, Inc. COM 045528106 1,093 38,118 SH   SOLE   38,118 0 0
Baker Hughes Incorporated COM 057224107 612 13,553 SH   SOLE   13,553 0 0
Baldwin & Lyons, Inc. Class B COM 057755209 1,444 58,553 SH   SOLE   58,553 0 0
BB&T Corporation COM 054937107 72,513 2,036,324 SH   SOLE   1,655,341 0 380,983
Bemis Company, Inc. COM 081437105 33,533 651,257 SH   SOLE   523,515 0 127,742
Benchmark Electronics, Inc. COM 08160H101 225 10,661 SH   SOLE   10,661 0 0
Berkshire Hathaway Inc. Class COM 084670702 7,601 52,499 SH   SOLE   52,499 0 0
Biglari Holdings Inc. COM 08986R101 30,039 74,475 SH   SOLE   63,636 0 10,839
Blackhawk Network Holdings Inc COM 09238E104 46,351 1,384,013 SH   SOLE   1,189,988 0 194,025
Bloomin' Brands, Inc. COM 094235108 23,548 1,317,726 SH   SOLE   1,122,746 0 194,980
Boston Beer Company, Inc. Clas COM 100557107 1,650 9,647 SH   SOLE   9,647 0 0
Capital Southwest Corporation COM 140501107 12,734 931,531 SH   SOLE   796,301 0 135,230
Cardinal Health, Inc. COM 14149Y108 34,906 447,451 SH   SOLE   368,066 0 79,385
Chevron Corporation COM 166764100 41,973 400,389 SH   SOLE   326,172 0 74,217
Cinemark Holdings, Inc. COM 17243V102 71,686 1,966,144 SH   SOLE   1,602,810 0 363,334
CME Group Inc. Class A COM 12572Q105 50,278 516,200 SH   SOLE   423,381 0 92,819
CNA Financial Corporation COM 126117100 18,600 591,983 SH   SOLE   485,830 0 106,153
Comcast Corporation Class A COM 20030N101 4,685 71,872 SH   SOLE   71,872 0 0
Communications Sales & Leasing COM 20341J104 28,605 989,790 SH   SOLE   819,245 0 170,545
Compass Diversified Holdings COM 20451Q104 9,239 556,901 SH   SOLE   485,202 0 71,699
Compass Minerals International COM 20451N101 54,801 738,657 SH   SOLE   605,096 0 133,561
Corning Incorporated COM 219350105 68,489 3,344,177 SH   SOLE   2,717,472 0 626,705
CSG Systems International, Inc COM 126349109 37,239 923,815 SH   SOLE   781,297 0 142,518
Cubic Corporation COM 229669106 27,099 674,779 SH   SOLE   586,001 0 88,778
Dolby Laboratories, Inc. Class COM 25659T107 18,659 389,950 SH   SOLE   389,950 0 0
Emerson Electric Co. COM 291011104 55,619 1,066,324 SH   SOLE   877,413 0 188,911
Energen Corporation COM 29265N108 8,128 168,603 SH   SOLE   146,733 0 21,870
ePlus inc. COM 294268107 25,390 310,433 SH   SOLE   265,956 0 44,477
Evolution Petroleum Corporatio COM 30049A107 12,834 2,346,325 SH   SOLE   1,840,042 0 506,283
Express Scripts Holding Compan COM 30219G108 1,306 17,227 SH   SOLE   17,227 0 0
Exxon Mobil Corporation COM 30231G102 62,032 661,750 SH   SOLE   538,728 0 123,022
Fastenal Company COM 311900104 81,205 1,829,359 SH   SOLE   1,488,855 0 340,504
Fidelity National Financial, I COM 31620R402 57,404 5,004,716 SH   SOLE   4,249,986 0 754,730
First Citizens BancShares, Inc COM 31946M103 5,010 19,349 SH   SOLE   14,271 0 5,078
Ford Motor Company COM 345370860 19,403 1,543,568 SH   SOLE   1,260,128 0 283,440
Forward Air Corporation COM 349853101 23,562 529,137 SH   SOLE   446,876 0 82,261
GEO Group Inc COM 36162J106 85,468 2,500,535 SH   SOLE   2,066,725 0 433,810
Gran Tierra Energy Inc. COM 38500T101 12,289 3,635,733 SH   SOLE   3,020,523 0 615,210
Ingles Markets, Incorporated C COM 457030104 34,616 928,047 SH   SOLE   792,538 0 135,509
Insperity, Inc. COM 45778Q107 16,386 212,168 SH   SOLE   182,088 0 30,080
Intel Corporation COM 458140100 86,811 2,646,673 SH   SOLE   2,150,537 0 496,136
International Speedway Corpora COM 460335201 34,821 1,040,985 SH   SOLE   891,945 0 149,040
Iron Mountain, Inc. COM 46284V101 118,258 2,969,071 SH   SOLE   2,419,333 0 549,738
Ituran Location & Control Ltd. COM M6158M104 10,970 483,491 SH   SOLE   337,316 0 146,175
J. Alexander's Holdings, Inc. COM 46609J106 10,245 1,031,769 SH   SOLE   786,155 0 245,614
Johnson Controls, Inc. COM 478366107 62,063 1,402,236 SH   SOLE   1,140,766 0 261,470
Jones Lang LaSalle Incorporate COM 48020Q107 1,232 12,647 SH   SOLE   12,647 0 0
Kansas City Southern COM 485170302 11,294 125,362 SH   SOLE   125,362 0 0
Kelly Services, Inc. Class A COM 488152208 14,306 754,139 SH   SOLE   637,239 0 116,900
Kimberly-Clark Corporation COM 494368103 33,127 240,962 SH   SOLE   194,525 0 46,437
KLX, Inc. COM 482539103 31,350 1,011,284 SH   SOLE   858,875 0 152,409
L Brands, Inc. COM 501797104 3,422 50,978 SH   SOLE   50,978 0 0
La Quinta Holdings, Inc. COM 50420D108 26,092 2,288,753 SH   SOLE   1,960,873 0 327,880
Leucadia National Corporation COM 527288104 9,684 558,809 SH   SOLE   558,809 0 0
Liberty Broadband Corp. Class COM 530307305 14,794 246,571 SH   SOLE   246,571 0 0
Liberty Interactive Corporatio COM 53071M880 15,638 421,863 SH   SOLE   421,863 0 0
Liberty Media Corp. Series C L COM 531229854 1,399 73,732 SH   SOLE   73,732 0 0
Liberty Media Corp. Series C L COM 531229607 1,465 47,447 SH   SOLE   47,447 0 0
Madison Square Garden Co. Clas COM 55825T103 8,985 52,086 SH   SOLE   52,086 0 0
Magellan Midstream Partners, L COM 559080106 39,232 516,204 SH   SOLE   411,457 0 104,747
Marcus Corporation COM 566330106 8,585 406,875 SH   SOLE   289,957 0 116,918
Match Group, Inc. COM 57665R106 19,514 1,294,475 SH   SOLE   1,080,391 0 214,084
Michael Kors Holdings Ltd COM G60754101 7,086 143,210 SH   SOLE   143,210 0 0
Microsoft Corporation COM 594918104 127,747 2,496,512 SH   SOLE   2,037,864 0 458,648
Molson Coors Brewing Company C COM 60871R209 35,049 346,569 SH   SOLE   283,485 0 63,084
Monarch Casino & Resort, Inc. COM 609027107 8,901 405,150 SH   SOLE   287,611 0 117,539
Motorcar Parts of America, Inc COM 620071100 19,840 729,962 SH   SOLE   617,821 0 112,141
Motorola Solutions, Inc. COM 620076307 88,667 1,344,053 SH   SOLE   1,089,637 0 254,416
MSC Industrial Direct Co., Inc COM 553530106 44,510 630,804 SH   SOLE   528,735 0 102,069
Murphy USA, Inc. COM 626755102 29,810 401,970 SH   SOLE   338,901 0 63,069
Myriad Genetics, Inc. COM 62855J104 12,259 400,610 SH   SOLE   341,340 0 59,270
National CineMedia, Inc. COM 635309107 14,924 964,084 SH   SOLE   816,807 0 147,277
National Fuel Gas Company COM 636180101 71,118 1,250,323 SH   SOLE   1,043,614 0 206,709
NeuStar, Inc. Class A COM 64126X201 23,426 996,436 SH   SOLE   859,100 0 137,336
New Gold Inc. COM 644535106 811 185,127 SH   SOLE   185,127 0 0
News Corporation Class A COM 65249B109 5,541 488,182 SH   SOLE   488,182 0 0
Oaktree Capital Group, LLC Cla COM 674001201 4,734 105,767 SH   SOLE   105,767 0 0
Occidental Petroleum Corporati COM 674599105 72,515 959,697 SH   SOLE   781,670 0 178,027
Omnicom Group Inc COM 681919106 86,780 1,064,910 SH   SOLE   868,036 0 196,874
OSI Systems, Inc. COM 671044105 11,512 198,040 SH   SOLE   168,020 0 30,020
Owens & Minor, Inc. COM 690732102 49,236 1,317,175 SH   SOLE   1,056,840 0 260,335
Park Electrochemical Corp. COM 700416209 2,061 141,813 SH   SOLE   141,813 0 0
Parker-Hannifin Corporation COM 701094104 39,485 365,429 SH   SOLE   297,285 0 68,144
PayPal Holdings Inc COM 70450Y103 1,798 49,254 SH   SOLE   49,254 0 0
PBF Energy, Inc. Class A COM 69318G106 12,571 528,625 SH   SOLE   448,785 0 79,840
PepsiCo, Inc. COM 713448108 41,443 391,196 SH   SOLE   318,015 0 73,181
PHI, Inc. Non-Voting COM 69336T205 5,092 284,761 SH   SOLE   248,973 0 35,788
PICO Holdings, Inc. COM 693366205 16,384 1,731,949 SH   SOLE   1,389,412 0 342,537
PNC Financial Services Group, COM 693475105 89,870 1,104,195 SH   SOLE   897,879 0 206,316
Polaris Industries Inc. COM 731068102 10,032 122,703 SH   SOLE   122,703 0 0
Praxair, Inc. COM 74005P104 72,288 643,192 SH   SOLE   528,525 0 114,667
Premier Inc. Class A COM 74051N102 9,359 286,220 SH   SOLE   286,220 0 0
Primero Mining Corp. COM 74164W106 123 59,127 SH   SOLE   59,127 0 0
QEP Resources, Inc. COM 74733V100 4,512 255,955 SH   SOLE   195,405 0 60,550
QUALCOMM Incorporated COM 747525103 36,948 689,711 SH   SOLE   564,101 0 125,610
Quest Diagnostics Incorporated COM 74834L100 85,262 1,047,313 SH   SOLE   851,614 0 195,699
Rackspace Hosting, Inc. COM 750086100 22,873 1,096,478 SH   SOLE   928,088 0 168,390
Ralph Lauren Corporation Class COM 751212101 3,467 38,680 SH   SOLE   38,680 0 0
Realogy Holdings Corp. COM 75605Y106 1,530 52,729 SH   SOLE   52,729 0 0
Sabra Health Care REIT, Inc. COM 78573L106 19,512 945,555 SH   SOLE   785,560 0 159,995
SeaWorld Entertainment, Inc. COM 81282V100 25,652 1,790,110 SH   SOLE   1,522,409 0 267,701
SodaStream International Ltd. COM M9068E105 19,108 895,849 SH   SOLE   753,409 0 142,440
SP Plus Corporation COM 78469C103 31,583 1,398,731 SH   SOLE   1,165,166 0 233,565
Spectra Energy Partners, LP COM 84756N109 32,890 697,118 SH   SOLE   560,187 0 136,931
Spirit AeroSystems Holdings, I COM 848574109 11,372 264,465 SH   SOLE   264,465 0 0
Starz Class A COM 85571Q102 11,302 377,753 SH   SOLE   314,163 0 63,590
Stericycle, Inc. COM 858912108 4,744 45,566 SH   SOLE   45,566 0 0
Stock Yards Bancorp, Inc. COM 861025104 14,420 510,821 SH   SOLE   425,292 0 85,529
Sturm, Ruger & Company, Inc. COM 864159108 506 7,905 SH   SOLE   7,905 0 0
Target Corporation COM 87612E106 56,595 810,589 SH   SOLE   660,798 0 149,791
TE Connectivity Ltd. COM H84989104 48,729 853,250 SH   SOLE   696,065 0 157,185
Tech Data Corporation COM 878237106 6,406 89,152 SH   SOLE   70,292 0 18,860
Telephone and Data Systems, In COM 879433829 20,668 696,832 SH   SOLE   592,971 0 103,861
Thomson Reuters Corporation COM 884903105 59,253 1,465,945 SH   SOLE   1,196,107 0 269,838
Time Warner Inc. COM 887317303 47,784 649,772 SH   SOLE   538,397 0 111,375
TransMontaigne Partners L.P. COM 89376V100 16,401 399,142 SH   SOLE   321,923 0 77,219
Tribune Media Co. Class A COM 896047503 28,985 739,791 SH   SOLE   636,868 0 102,923
TriNet Group, Inc. COM 896288107 27,465 1,321,085 SH   SOLE   1,128,661 0 192,424
U.S. Bancorp COM 902973304 87,542 2,170,648 SH   SOLE   1,785,358 0 385,290
UCP, Inc. Class A COM 90265Y106 6,107 761,444 SH   SOLE   540,654 0 220,790
UniFirst Corporation COM 904708104 59,746 516,301 SH   SOLE   441,898 0 74,403
Unilever PLC Sponsored ADR COM 904767704 56,213 1,173,307 SH   SOLE   961,844 0 211,463
Union Pacific Corporation COM 907818108 58,790 673,813 SH   SOLE   552,287 0 121,526
United Natural Foods, Inc. COM 911163103 9,498 202,956 SH   SOLE   173,496 0 29,460
United Parcel Service, Inc. Cl COM 911312106 69,834 648,290 SH   SOLE   524,843 0 123,447
US Ecology, Inc. COM 91732J102 20,365 443,208 SH   SOLE   379,728 0 63,480
Vectren Corporation COM 92240G101 57,831 1,097,989 SH   SOLE   891,326 0 206,663
Ventas, Inc. COM 92276F100 71,594 983,158 SH   SOLE   800,814 0 182,344
VeriFone Systems, Inc. COM 92342Y109 18,280 985,950 SH   SOLE   839,250 0 146,700
Verizon Communications Inc. COM 92343V104 103,573 1,854,811 SH   SOLE   1,507,067 0 347,744
Viad Corp COM 92552R406 27,073 873,331 SH   SOLE   753,008 0 120,323
Wal-Mart Stores, Inc. COM 931142103 64,366 881,480 SH   SOLE   761,618 0 119,862
Washington Trust Bancorp, Inc. COM 940610108 6,164 162,551 SH   SOLE   135,290 0 27,261
Wells Fargo & Company COM 949746101 84,548 1,786,349 SH   SOLE   1,474,607 0 311,742
WesBanco, Inc. COM 950810101 12,401 399,395 SH   SOLE   332,419 0 66,976
Western Union Company COM 959802109 62,481 3,257,626 SH   SOLE   2,660,745 0 596,881
Weyerhaeuser Company COM 962166104 46,130 1,549,554 SH   SOLE   1,272,549 0 277,005
White Mountains Insurance Grou COM G9618E107 57,130 67,850 SH   SOLE   57,474 0 10,376