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
ACI Worldwide, Inc. COM 004498101 20,450 739,081 SH   SOLE   700,951 0 38,130
Advance Auto Parts, Inc. COM 00751Y106 4,072 25,861 SH   SOLE   25,861 0 0
Air Transport Services Group, COM 00922R105 52,585 2,305,364 SH   SOLE   2,188,199 0 117,165
Aircastle Limited COM G0129K104 28,046 1,626,800 SH   SOLE   1,353,560 0 273,240
Alexander & Baldwin, Inc. COM 014491104 413 22,455 SH   SOLE   22,455 0 0
Allergan plc COM G0177J108 14,807 110,781 SH   SOLE   105,387 0 5,394
Alphabet Inc. Class C COM 02079K107 1,073 1,036 SH   SOLE   1,036 0 0
Ambev SA Sponsored ADR COM 02319V103 519 132,462 SH   SOLE   132,462 0 0
AMC Networks Inc. Class A COM 00164V103 5,196 94,683 SH   SOLE   84,677 0 10,006
American National Insurance Co COM 028591105 8,982 70,590 SH   SOLE   63,870 0 6,720
AmeriGas Partners, L.P. COM 030975106 14,752 583,077 SH   SOLE   481,635 0 101,442
Amgen Inc. COM 031162100 50,982 261,888 SH   SOLE   227,391 0 34,497
Anheuser-Busch InBev SA/NV Spo COM 03524A108 628 9,549 SH   SOLE   9,549 0 0
Argan, Inc. COM 04010E109 16,374 432,729 SH   SOLE   408,858 0 23,871
Armstrong Flooring, Inc. COM 04238R106 10,269 867,322 SH   SOLE   820,725 0 46,597
Armstrong World Industries, In COM 04247X102 30,579 525,317 SH   SOLE   496,159 0 29,158
Asbury Automotive Group, Inc. COM 043436104 16,178 242,691 SH   SOLE   224,965 0 17,726
Avaya Holdings Corp. COM 05351X101 36,884 2,533,211 SH   SOLE   2,404,813 0 128,398
Axalta Coating Systems Ltd. COM G0750C108 411 17,547 SH   SOLE   17,547 0 0
Axis Capital Holdings Limited COM G0692U109 57,991 1,122,994 SH   SOLE   1,036,716 0 86,278
Barrett Business Services, Inc COM 068463108 5,834 101,898 SH   SOLE   92,315 0 9,583
BB&T Corporation COM 054937107 67,570 1,559,781 SH   SOLE   1,350,057 0 209,724
Berkshire Hathaway Inc. Class COM 084670702 42,533 208,309 SH   SOLE   198,284 0 10,025
Biglari Holdings Inc. Class B COM 08986R309 3,823 33,663 SH   SOLE   31,335 0 2,328
Biglari Holdings, Inc. Class A COM 08986R408 3,585 6,101 SH   SOLE   5,763 0 338
Black Hills Corporation COM 092113109 18,438 293,688 SH   SOLE   254,212 0 39,476
BlackRock, Inc. COM 09247X101 559 1,423 SH   SOLE   1,423 0 0
Blackstone Group L.P. COM 09253U108 521 17,475 SH   SOLE   17,475 0 0
BrightView Holdings, Inc. COM 10948C107 263 25,730 SH   SOLE   25,730 0 0
Brookfield Asset Management In COM 112585104 24,586 641,102 SH   SOLE   610,872 0 30,230
Brookfield Property Partners L COM G16249107 536 33,229 SH   SOLE   33,229 0 0
Cannae Holdings, Inc. COM 13765N107 46,540 2,718,431 SH   SOLE   2,570,154 0 148,277
Capital Southwest Corporation COM 140501107 14,828 771,487 SH   SOLE   719,985 0 51,502
Carlisle Companies Incorporate COM 142339100 673 6,697 SH   SOLE   6,697 0 0
Cars.com, Inc. COM 14575E105 10,925 508,121 SH   SOLE   475,161 0 32,960
Casey's General Stores, Inc. COM 147528103 6,875 53,649 SH   SOLE   48,196 0 5,453
CDK Global Inc COM 12508E101 32,959 688,363 SH   SOLE   667,786 0 20,577
Cedar Fair, L.P. COM 150185106 19,435 410,883 SH   SOLE   337,829 0 73,054
Chevron Corporation COM 166764100 29,401 270,257 SH   SOLE   231,996 0 38,261
Cinemark Holdings, Inc. COM 17243V102 47,818 1,335,687 SH   SOLE   1,159,265 0 176,422
Cisco Systems, Inc. COM 17275R102 53,639 1,237,918 SH   SOLE   1,069,868 0 168,050
Citizens Financial Group, Inc. COM 174610105 388 13,048 SH   SOLE   13,048 0 0
CNA Financial Corporation COM 126117100 28,112 636,732 SH   SOLE   537,206 0 99,526
Colfax Corporation COM 194014106 12,836 614,146 SH   SOLE   581,851 0 32,295
Comcast Corporation Class A COM 20030N101 80,797 2,372,906 SH   SOLE   2,122,402 0 250,504
Computer Programs and Systems, COM 205306103 16,921 674,162 SH   SOLE   637,085 0 37,077
Conduent, Inc. COM 206787103 31,113 2,926,871 SH   SOLE   2,783,377 0 143,494
Corning Inc COM 219350105 68,202 2,257,612 SH   SOLE   1,955,144 0 302,468
CSG Systems International, Inc COM 126349109 38,999 1,227,531 SH   SOLE   1,128,548 0 98,983
Cubic Corporation COM 229669106 19,903 370,350 SH   SOLE   348,598 0 21,752
Diageo plc Sponsored ADR COM 25243Q205 257 1,810 SH   SOLE   1,810 0 0
Discovery, Inc. Class C COM 25470F302 32,408 1,404,151 SH   SOLE   1,372,353 0 31,798
Dolby Laboratories, Inc. Class COM 25659T107 2,823 45,653 SH   SOLE   45,653 0 0
Dollar Tree, Inc. COM 256746108 897 9,929 SH   SOLE   9,929 0 0
DowDuPont Inc. COM 26078J100 419 7,842 SH   SOLE   7,842 0 0
Emerald Expositions Events, In COM 29103B100 3,846 311,660 SH   SOLE   281,997 0 29,663
Emerson Electric Co. COM 291011104 29,182 488,395 SH   SOLE   422,751 0 65,644
Entercom Communications Corp. COM 293639100 7,248 1,269,300 SH   SOLE   1,208,850 0 60,450
Enterprise Products Partners L COM 293792107 25,941 1,054,952 SH   SOLE   896,134 0 158,818
ePlus inc. COM 294268107 1,545 21,702 SH   SOLE   20,555 0 1,147
Equifax Inc. COM 294429105 317 3,404 SH   SOLE   3,404 0 0
Evolution Petroleum Corporatio COM 30049A107 4,056 594,752 SH   SOLE   540,235 0 54,517
Expedia Group, Inc. COM 30212P303 13,616 120,870 SH   SOLE   115,223 0 5,647
Extended Stay America, Inc. COM 30224P200 67,544 4,357,702 SH   SOLE   3,886,265 0 471,437
Exxon Mobil Corporation COM 30231G102 40,229 589,958 SH   SOLE   502,125 0 87,833
Fastenal Company COM 311900104 79,587 1,522,028 SH   SOLE   1,320,779 0 201,249
FGL Holdings Class A COM G3402M102 28,818 4,327,049 SH   SOLE   4,115,690 0 211,359
First Citizens BancShares, Inc COM 31946M103 5,244 13,907 SH   SOLE   12,684 0 1,223
Forward Air Corporation COM 349853101 16,562 301,949 SH   SOLE   283,396 0 18,553
GCI Liberty, Inc. Class A COM 36164V305 45,511 1,105,715 SH   SOLE   1,079,481 0 26,234
General Electric Company COM 369604103 139 18,317 SH   SOLE   18,317 0 0
Genworth Financial, Inc. Class COM 37247D106 13,780 2,957,130 SH   SOLE   2,782,400 0 174,730
GEO Group Inc COM 36162J106 28,270 1,435,003 SH   SOLE   1,239,785 0 195,218
Gran Tierra Energy Inc. COM 38500T101 3,005 1,384,563 SH   SOLE   1,250,763 0 133,800
Hain Celestial Group, Inc. COM 405217100 2,392 150,816 SH   SOLE   142,854 0 7,962
Hostess Brands, Inc. Class A COM 44109J106 66,528 6,081,153 SH   SOLE   5,782,308 0 298,845
Illinois Tool Works Inc. COM 452308109 39,014 307,945 SH   SOLE   266,397 0 41,548
Ingersoll-Rand Plc COM G47791101 220 2,409 SH   SOLE   2,409 0 0
Ingles Markets, Incorporated C COM 457030104 23,502 863,425 SH   SOLE   817,591 0 45,834
Intel Corporation COM 458140100 24,787 528,172 SH   SOLE   451,774 0 76,398
Interpublic Group of Companies COM 460690100 38,916 1,886,376 SH   SOLE   1,659,590 0 226,786
Iron Mountain, Inc. COM 46284V101 65,656 2,025,802 SH   SOLE   1,756,321 0 269,481
Ituran Location & Control Ltd. COM M6158M104 12,905 402,535 SH   SOLE   365,364 0 37,171
J. Alexander's Holdings, Inc. COM 46609J106 7,650 929,551 SH   SOLE   859,568 0 69,983
Jefferies Financial Group Inc. COM 47233W109 6,103 351,545 SH   SOLE   351,545 0 0
Johnson Controls International COM G51502105 16,916 570,507 SH   SOLE   493,135 0 77,372
Kansas City Southern COM 485170302 9,949 104,231 SH   SOLE   104,231 0 0
KAR Auction Services, Inc. COM 48238T109 42,273 885,864 SH   SOLE   767,212 0 118,652
Kelly Services, Inc. Class A COM 488152208 4,626 225,898 SH   SOLE   203,638 0 22,260
Kimberly-Clark Corporation COM 494368103 58,747 515,595 SH   SOLE   447,646 0 67,949
Kinder Morgan Inc Class P COM 49456B101 60,733 3,948,811 SH   SOLE   3,519,163 0 429,648
Kraft Heinz Company COM 500754106 34,234 795,393 SH   SOLE   714,553 0 80,840
Lazard Ltd Class A COM G54050102 37,150 1,006,509 SH   SOLE   883,439 0 123,070
Liberty Broadband Corp. Class COM 530307305 34,419 477,845 SH   SOLE   466,250 0 11,595
Liberty Expedia Holdings Inc C COM 53046P109 39,235 1,003,192 SH   SOLE   950,601 0 52,591
Liberty Global Plc Class C COM G5480U120 555 26,908 SH   SOLE   26,908 0 0
Liberty Latin America Ltd. Cla COM G9001E102 4,919 339,721 SH   SOLE   339,721 0 0
Liberty Latin America Ltd. Cla COM G9001E128 38,322 2,630,193 SH   SOLE   2,476,120 0 154,073
Liberty Media Corp. Series C L COM 531229607 14,455 390,898 SH   SOLE   372,262 0 18,636
Linde PLC COM G5494J103 39,126 250,741 SH   SOLE   216,859 0 33,882
LKQ Corporation COM 501889208 36,727 1,547,687 SH   SOLE   1,507,490 0 40,197
LyondellBasell Industries NV COM N53745100 32,554 391,467 SH   SOLE   341,820 0 49,647
Magellan Midstream Partners, L COM 559080106 34,454 603,825 SH   SOLE   514,926 0 88,899
Marathon Petroleum Corporation COM 56585A102 66,013 1,118,676 SH   SOLE   969,383 0 149,293
McKesson Corporation COM 58155Q103 17,674 159,989 SH   SOLE   152,179 0 7,810
Meredith Corporation COM 589433101 25,824 497,191 SH   SOLE   431,767 0 65,424
MetLife, Inc. COM 59156R108 16,805 409,283 SH   SOLE   354,650 0 54,633
Mohawk Industries, Inc. COM 608190104 374 3,200 SH   SOLE   3,200 0 0
Motorcar Parts of America, Inc COM 620071100 15,133 909,420 SH   SOLE   862,612 0 46,808
MSC Industrial Direct Co., Inc COM 553530106 48,220 626,881 SH   SOLE   557,642 0 69,239
Murphy USA, Inc. COM 626755102 26,481 345,521 SH   SOLE   325,529 0 19,992
National Fuel Gas Company COM 636180101 23,950 467,958 SH   SOLE   404,600 0 63,358
NCR Corporation COM 62886E108 36,205 1,568,690 SH   SOLE   1,490,188 0 78,502
Newmark Group, Inc. Class A COM 65158N102 5,946 741,392 SH   SOLE   700,924 0 40,468
Nielsen Holdings Plc COM G6518L108 37,550 1,609,501 SH   SOLE   1,479,066 0 130,435
Oaktree Capital Group, LLC Cla COM 674001201 14,697 369,732 SH   SOLE   369,732 0 0
Oaktree Specialty Lending Corp COM 67401P108 20,236 4,783,811 SH   SOLE   4,531,421 0 252,390
Occidental Petroleum Corporati COM 674599105 31,628 515,279 SH   SOLE   446,975 0 68,304
Omnicom Group Inc COM 681919106 48,772 665,925 SH   SOLE   577,683 0 88,242
OSI Systems, Inc. COM 671044105 7,747 105,683 SH   SOLE   95,173 0 10,510
Patterson Companies, Inc. COM 703395103 17,942 912,590 SH   SOLE   865,470 0 47,120
PBF Energy, Inc. Class A COM 69318G106 17,029 521,250 SH   SOLE   489,867 0 31,383
PepsiCo, Inc. COM 713448108 44,975 407,086 SH   SOLE   350,867 0 56,219
PetMed Express, Inc. COM 716382106 11,022 473,875 SH   SOLE   375,320 0 98,555
PICO Holdings, Inc. COM 693366205 9,982 1,092,115 SH   SOLE   1,020,323 0 71,792
PNC Financial Services Group, COM 693475105 35,418 302,949 SH   SOLE   262,201 0 40,748
Polaris Industries Inc. COM 731068102 15,113 197,097 SH   SOLE   173,387 0 23,710
Premier Inc. Class A COM 74051N102 41,380 1,107,903 SH   SOLE   1,042,907 0 64,996
QEP Resources, Inc. COM 74733V100 1,597 283,710 SH   SOLE   256,980 0 26,730
QUALCOMM Incorporated COM 747525103 47,292 830,999 SH   SOLE   720,832 0 110,167
Resources Connection, Inc. COM 76122Q105 12,643 890,370 SH   SOLE   830,613 0 59,757
RPM International Inc. COM 749685103 39,674 674,963 SH   SOLE   585,298 0 89,665
Ryman Hospitality Properties, COM 78377T107 39,612 593,974 SH   SOLE   513,797 0 80,177
Sabra Health Care REIT, Inc. COM 78573L106 29,327 1,779,562 SH   SOLE   1,540,911 0 238,651
Sabre Corp. COM 78573M104 40,102 1,853,139 SH   SOLE   1,802,468 0 50,671
Sleep Number Corporation COM 83125X103 22,115 696,964 SH   SOLE   658,791 0 38,173
SP Plus Corporation COM 78469C103 6,318 213,884 SH   SOLE   193,368 0 20,516
Starbucks Corporation COM 855244109 42,502 659,971 SH   SOLE   572,883 0 87,088
Stock Yards Bancorp, Inc. COM 861025104 6,455 196,814 SH   SOLE   155,460 0 41,354
Sumitomo Mitsui Financial Grou COM 86562M209 131 20,063 SH   SOLE   20,063 0 0
Sykes Enterprises, Incorporate COM 871237103 16,689 674,831 SH   SOLE   637,530 0 37,301
Target Corporation COM 87612E106 59,914 906,546 SH   SOLE   785,457 0 121,089
Tech Data Corporation COM 878237106 42,982 525,392 SH   SOLE   498,652 0 26,740
TechTarget, Inc. COM 87874R100 5,311 434,991 SH   SOLE   393,056 0 41,935
Thomson Reuters Corporation COM 884903709 24,660 510,457 SH   SOLE   441,653 0 68,804
TTEC Holdings, Inc. COM 89854H102 4,904 171,647 SH   SOLE   155,378 0 16,269
U.S. Bancorp COM 902973304 85,720 1,875,703 SH   SOLE   1,655,733 0 219,970
UniFirst Corporation COM 904708104 38,447 268,726 SH   SOLE   253,893 0 14,833
Unilever PLC Sponsored ADR COM 904767704 42,574 814,815 SH   SOLE   707,215 0 107,600
United Parcel Service, Inc. Cl COM 911312106 41,889 429,503 SH   SOLE   373,211 0 56,292
Valero Energy Corporation COM 91913Y100 26,984 359,931 SH   SOLE   314,383 0 45,548
Vanguard Dividend Appreciation COM 921908844 1,415 14,450 SH   SOLE   14,450 0 0
Ventas, Inc. COM 92276F100 45,310 773,341 SH   SOLE   670,722 0 102,619
Verizon Communications Inc. COM 92343V104 54,346 966,674 SH   SOLE   837,637 0 129,037
Viad Corp COM 92552R406 28,549 569,948 SH   SOLE   538,575 0 31,373
WageWorks, Inc. COM 930427109 9,294 342,199 SH   SOLE   322,055 0 20,144
Walgreens Boots Alliance Inc COM 931427108 35,914 525,600 SH   SOLE   455,475 0 70,125
Walmart Inc. COM 931142103 52,358 562,083 SH   SOLE   485,303 0 76,780
Wells Fargo & Company COM 949746101 48,213 1,046,295 SH   SOLE   934,152 0 112,143
WesBanco, Inc. COM 950810101 21,995 599,483 SH   SOLE   477,090 0 122,393
White Mountains Insurance Grou COM G9618E107 57,769 67,354 SH   SOLE   63,848 0 3,506
World Fuel Services Corporatio COM 981475106 21,654 1,011,394 SH   SOLE   956,714 0 54,680
Yum China Holdings, Inc. COM 98850P109 515 15,350 SH   SOLE   15,350 0 0