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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AbbVie, Inc. COM 00287Y109   8,942,523 42,681 SH   SOLE   35,261 0 7,420
Accenture Plc Class A COM G1151C101   5,775,860 18,510 SH   SOLE   15,191 0 3,319
ACI Worldwide, Inc. COM 004498101   11,775,288 215,231 SH   SOLE   200,417 0 14,814
Advance Auto Parts, Inc. COM 00751Y106   8,902,199 227,039 SH   SOLE   211,411 0 15,628
AerCap Holdings NV COM N00985106   42,847,952 419,379 SH   SOLE   411,594 0 7,785
AES Corporation COM 00130H105   9,852,960 793,314 SH   SOLE   656,220 0 137,094
Albertsons Companies, Inc. Cla COM 013091103   5,654,926 257,159 SH   SOLE   257,159 0 0
Alexandria Real Estate Equitie COM 015271109   5,665,867 61,246 SH   SOLE   53,657 0 7,589
Alight, Inc. Class A COM 01626W101   59,582,742 10,047,680 SH   SOLE   8,704,850 0 1,342,830
Alphabet Inc. Class C COM 02079K107   11,419,788 73,096 SH   SOLE   71,172 0 1,924
American Tower Corporation COM 03027X100   16,826,355 77,327 SH   SOLE   63,638 0 13,689
Amgen Inc. COM 031162100   11,616,765 37,287 SH   SOLE   30,867 0 6,420
Api Group Corporation COM 00187Y100   10,509,614 293,893 SH   SOLE   271,180 0 22,713
Apollo Global Management Inc COM 03769M106   466,281 3,405 SH   SOLE   181 0 3,224
Ares Management Corporation COM 03990B101   344,827 2,352 SH   SOLE   125 0 2,227
Argan, Inc. COM 04010E109   40,240,988 306,785 SH   SOLE   265,566 0 41,219
Armstrong World Industries, In COM 04247X102   54,695,815 388,244 SH   SOLE   325,317 0 62,927
Asbury Automotive Group, Inc. COM 043436104   19,887,967 90,056 SH   SOLE   83,806 0 6,250
Assured Guaranty Ltd. COM G0585R106   99,709,025 1,131,771 SH   SOLE   1,003,462 0 128,309
Atkore Inc COM 047649108   47,051,417 784,321 SH   SOLE   660,172 0 124,149
Atlanta Braves Holdings Inc Cl COM 047726302   4,709,497 117,708 SH   SOLE   117,708 0 0
Avnet, Inc. COM 053807103   7,633,037 158,724 SH   SOLE   131,024 0 27,700
Axis Capital Holdings Limited COM G0692U109   168,862,500 1,684,582 SH   SOLE   1,436,303 0 248,279
Bausch Lomb Corporation COM 071705107   23,084,536 1,592,037 SH   SOLE   1,278,367 0 313,670
Becton, Dickinson and Company COM 075887109   57,712,583 251,954 SH   SOLE   237,380 0 14,574
Berkshire Hathaway Inc. Class COM 084670702   61,086,926 114,700 SH   SOLE   113,814 0 886
BJ's Wholesale Club Holdings, COM 05550J101   280,305,705 2,456,667 SH   SOLE   2,146,342 0 310,325
BlueLinx Holdings Inc. COM 09624H208   15,608,062 208,163 SH   SOLE   193,437 0 14,726
Bristol-Myers Squibb Company COM 110122108   10,242,722 167,941 SH   SOLE   138,679 0 29,262
Caci International Inc Class A COM 127190304   105,600,310 287,802 SH   SOLE   249,153 0 38,649
Canadian National Railway Comp COM 136375102   1,000,817 10,269 SH   SOLE   545 0 9,724
Cannae Holdings, Inc. COM 13765N107   85,763,797 4,678,876 SH   SOLE   4,011,215 0 667,661
Carlisle Companies Incorporate COM 142339100   39,784,020 116,840 SH   SOLE   114,293 0 2,547
Carnival Corporation COM 143658300   4,136,337 211,794 SH   SOLE   194,062 0 17,732
Casey's General Stores, Inc. COM 147528103   55,956,871 128,921 SH   SOLE   126,586 0 2,335
Centene Corporation COM 15135B101   6,128,857 100,953 SH   SOLE   100,953 0 0
Chubb Limited COM H1467J104   17,039,786 56,425 SH   SOLE   46,489 0 9,936
Cisco Systems, Inc. COM 17275R102   6,831,050 110,696 SH   SOLE   91,454 0 19,242
CNA Financial Corporation COM 126117100   49,801,373 980,535 SH   SOLE   800,127 0 180,408
CNH Industrial NV COM N20944109   78,144,983 6,363,598 SH   SOLE   5,543,479 0 820,119
Cogent Communications Holdings COM 19239V302   14,754,374 240,652 SH   SOLE   198,983 0 41,669
Comcast Corporation Class A COM 20030N101   15,673,312 424,751 SH   SOLE   350,960 0 73,791
Constellation Brands, Inc. Cla COM 21036P108   3,417,693 18,623 SH   SOLE   18,623 0 0
CoreCivic, Inc. COM 21871N101   177,067,137 8,726,818 SH   SOLE   7,445,127 0 1,281,691
Corning Inc COM 219350105   7,463,559 163,031 SH   SOLE   134,551 0 28,480
Corpay, Inc. COM 219948106   367,551 1,054 SH   SOLE   56 0 998
CRH public limited company COM G25508105   72,843,119 828,045 SH   SOLE   816,822 0 11,223
Crown Castle Inc. COM 22822V101   2,998,906 28,772 SH   SOLE   23,614 0 5,158
CSG Systems International, Inc COM 126349109   5,821,326 96,268 SH   SOLE   79,355 0 16,913
CSX Corporation COM 126408103   58,613,612 1,991,628 SH   SOLE   1,954,541 0 37,087
Deere & Company COM 244199105   1,176,191 2,506 SH   SOLE   133 0 2,373
Delek US Holdings Inc COM 24665A103   58,067,543 3,853,188 SH   SOLE   3,434,312 0 418,876
Delta Air Lines, Inc. COM 247361702   4,050,048 92,891 SH   SOLE   83,735 0 9,156
DNOW Inc. COM 67011P100   8,411,900 492,500 SH   SOLE   456,556 0 35,944
Dole PLC COM G27907107   57,259,628 3,962,604 SH   SOLE   3,482,292 0 480,312
Duke Energy Corporation COM 26441C204   10,932,171 89,630 SH   SOLE   74,011 0 15,619
Dun & Bradstreet Holdings Inc COM 26484T106   9,321,023 1,042,620 SH   SOLE   965,907 0 76,713
Elevance Health, Inc. COM 036752103   54,326,504 124,900 SH   SOLE   123,657 0 1,243
Embecta Corporation COM 29082K105   41,155,610 3,227,891 SH   SOLE   2,765,979 0 461,912
Enovis Corporation COM 194014502   53,184,002 1,391,887 SH   SOLE   1,183,587 0 208,300
Enterprise Products Partners L COM 293792107   4,915,341 143,976 SH   SOLE   141,029 0 2,947
EOG Resources, Inc. COM 26875P101   8,448,323 65,879 SH   SOLE   54,351 0 11,528
ePlus inc. COM 294268107   84,639,639 1,386,853 SH   SOLE   1,186,040 0 200,813
Estee Lauder Companies Inc. Cl COM 518439104   4,643,298 70,353 SH   SOLE   63,370 0 6,983
EVERTEC, Inc. COM 30040P103   68,929,299 1,874,607 SH   SOLE   1,597,767 0 276,840
Evolution Petroleum Corporatio COM 30049A107   6,836,264 1,319,742 SH   SOLE   1,233,572 0 86,170
Expand Energy Corporation COM 165167735   9,724,581 87,357 SH   SOLE   72,100 0 15,257
Expedia Group, Inc. COM 30212P303   7,586,857 45,133 SH   SOLE   40,733 0 4,400
Expeditors International Of Wa COM 302130109   10,548,210 87,719 SH   SOLE   87,719 0 0
Ferguson Enterprises Inc. COM 31488V107   4,854,809 30,299 SH   SOLE   28,642 0 1,657
Fidelity National Financial, I COM 31620R303   6,048,535 92,940 SH   SOLE   76,784 0 16,156
FS KKR Capital Corp. COM 302635206   2,904,969 138,662 SH   SOLE   106,429 0 32,233
GE Healthcare Technologies Inc COM 36266G107   45,109,949 558,914 SH   SOLE   544,788 0 14,126
Genuine Parts Company COM 372460105   12,281,428 103,084 SH   SOLE   92,123 0 10,961
Genworth Financial, Inc. COM 37247D106   121,126,744 17,084,167 SH   SOLE   14,551,774 0 2,532,393
GEO Group Inc COM 36162J106   37,168,819 1,272,469 SH   SOLE   1,184,162 0 88,307
Global Payments Inc. COM 37940X102   46,541,572 475,302 SH   SOLE   468,836 0 6,466
GMS, Inc. COM 36251C103   60,930,196 832,721 SH   SOLE   697,607 0 135,114
GXO Logistics Inc COM 36262G101   109,990,074 2,814,485 SH   SOLE   2,484,147 0 330,338
Haemonetics Corporation COM 405024100   88,655,555 1,395,052 SH   SOLE   1,183,844 0 211,208
HF Sinclair Corporation COM 403949100   25,705,387 781,794 SH   SOLE   647,940 0 133,854
Howard Hughes Holdings Inc. COM 44267T102   52,258,625 705,435 SH   SOLE   608,495 0 96,940
Hub Group, Inc. Class A COM 443320106   22,885,532 615,699 SH   SOLE   496,826 0 118,873
Humana Inc. COM 444859102   3,570,777 13,495 SH   SOLE   13,495 0 0
Huntington Ingalls Industries, COM 446413106   66,015,306 323,541 SH   SOLE   265,289 0 58,252
ICU Medical, Inc. COM 44930G107   29,470,119 212,229 SH   SOLE   182,490 0 29,739
IDACORP, Inc. COM 451107106   12,265,161 105,534 SH   SOLE   87,328 0 18,206
Ingles Markets, Incorporated C COM 457030104   63,555,091 975,819 SH   SOLE   841,891 0 133,928
InMode Ltd. COM M5425M103   9,106,048 513,306 SH   SOLE   481,467 0 31,839
Insperity, Inc. COM 45778Q107   70,246,317 787,250 SH   SOLE   670,497 0 116,753
Interpublic Group of Companies COM 460690100   2,826,514 104,069 SH   SOLE   85,880 0 18,189
iShares U.S. Home Construction COM 464288752   18,096,660 190,071 SH   SOLE   190,071 0 0
Ituran Location and Control Lt COM M6158M104   14,973,675 414,095 SH   SOLE   348,478 0 65,617
Janus International Group, Inc COM 47103N106   37,716,034 5,238,338 SH   SOLE   4,468,450 0 769,888
Johnson & Johnson COM 478160104   6,427,793 38,759 SH   SOLE   32,023 0 6,736
Kelly Services, Inc. Class A COM 488152208   4,817,059 365,760 SH   SOLE   340,068 0 25,692
Kimberly-Clark Corporation COM 494368103   11,998,106 84,363 SH   SOLE   69,798 0 14,565
Kinder Morgan Inc Class P COM 49456B101   36,207,052 1,269,087 SH   SOLE   1,126,791 0 142,296
KKR & Co Inc COM 48251W104   32,346,406 279,789 SH   SOLE   274,837 0 4,952
Kroger Co. COM 501044101   72,178,998 1,066,317 SH   SOLE   1,010,729 0 55,588
Labcorp Holdings Inc. COM 504922105   64,791,790 278,387 SH   SOLE   272,847 0 5,540
Lennar Corporation Class A COM 526057104   27,345,532 238,243 SH   SOLE   232,780 0 5,463
LGI Homes, Inc. COM 50187T106   62,442,583 939,410 SH   SOLE   807,703 0 131,707
Lithia Motors, Inc. COM 536797103   95,809,988 326,395 SH   SOLE   266,091 0 60,304
LKQ Corporation COM 501889208   145,371,261 3,417,284 SH   SOLE   2,980,189 0 437,095
Lululemon Athletica Inc. COM 550021109   25,918,389 91,565 SH   SOLE   89,534 0 2,031
McGrath RentCorp COM 580589109   211,070,583 1,894,709 SH   SOLE   1,657,860 0 236,849
Micron Technology, Inc. COM 595112103   12,567,943 144,642 SH   SOLE   119,499 0 25,143
Mid-America Apartment Communit COM 59522J103   70,077,766 418,175 SH   SOLE   412,555 0 5,620
Molson Coors Beverage Company COM 60871R209   100,974,199 1,658,850 SH   SOLE   1,395,840 0 263,010
MSC Industrial Direct Co., Inc COM 553530106   9,665,565 124,444 SH   SOLE   113,500 0 10,944
Murphy USA, Inc. COM 626755102   186,224,227 396,382 SH   SOLE   343,840 0 52,542
NCR Voyix Corporation COM 62886E108   24,936,463 2,557,586 SH   SOLE   2,186,362 0 371,224
NetApp, Inc. COM 64110D104   4,244,868 48,325 SH   SOLE   39,883 0 8,442
NIKE, Inc. Class B COM 654106103   3,492,479 55,017 SH   SOLE   45,329 0 9,688
Nomad Foods Ltd. COM G6564A105   76,835,646 3,910,211 SH   SOLE   3,362,099 0 548,112
NorthWestern Energy Group, Inc COM 668074305   137,499,409 2,376,005 SH   SOLE   2,092,592 0 283,413
NVR, Inc. COM 62944T105   405,686 56 SH   SOLE   3 0 53
OPENLANE, Inc. COM 48238T109   79,647,762 4,131,108 SH   SOLE   3,516,619 0 614,489
Oracle Corporation COM 68389X105   23,080,813 165,087 SH   SOLE   135,863 0 29,224
Ovintiv Inc COM 69047Q102   12,985,006 303,388 SH   SOLE   249,286 0 54,102
P10, Inc. Class A COM 69376K106   55,524,355 4,725,477 SH   SOLE   4,054,981 0 670,496
Papa John's International, Inc COM 698813102   75,384,717 1,835,071 SH   SOLE   1,626,351 0 208,720
Park Aerospace Corp. COM 70014A104   16,361,333 1,216,456 SH   SOLE   1,136,940 0 79,516
Paycom Software, Inc. COM 70432V102   12,074,953 55,268 SH   SOLE   45,612 0 9,656
PepsiCo, Inc. COM 713448108   8,342,512 55,639 SH   SOLE   45,941 0 9,698
Permian Resources Corporation COM 71424F105   68,447,628 4,942,067 SH   SOLE   4,017,989 0 924,078
Pfizer Inc. COM 717081103   6,348,836 250,546 SH   SOLE   207,245 0 43,301
Phillips 66 COM 718546104   4,525,172 36,647 SH   SOLE   30,077 0 6,570
PNC Financial Services Group, COM 693475105   17,478,041 99,437 SH   SOLE   82,286 0 17,151
PriceSmart, Inc. COM 741511109   68,959,790 784,972 SH   SOLE   674,039 0 110,933
Progressive Corporation COM 743315103   17,523,979 61,920 SH   SOLE   50,886 0 11,034
Progyny, Inc. COM 74340E103   17,098,433 765,373 SH   SOLE   711,901 0 53,472
Pursuit Attractions and Hospit COM 92552R406   66,787,760 1,887,193 SH   SOLE   1,567,101 0 320,092
Radian Group Inc. COM 750236101   54,756,149 1,655,765 SH   SOLE   1,402,751 0 253,014
Rentokil Initial plc Sponsored COM 760125104   92,409,469 4,035,348 SH   SOLE   3,499,076 0 536,272
Repay Holdings Corp. Class A COM 76029L100   13,881,610 2,492,210 SH   SOLE   2,324,658 0 167,552
Restaurant Brands Internationa COM 76131D103   30,203,647 453,236 SH   SOLE   436,220 0 17,016
Robert Half Inc. COM 770323103   6,380,113 116,959 SH   SOLE   116,959 0 0
Royalty Pharma Plc Class A COM G7709Q104   14,232,169 457,185 SH   SOLE   377,662 0 79,523
Salesforce, Inc. COM 79466L302   8,606,037 32,069 SH   SOLE   26,467 0 5,602
SM Energy Company COM 78454L100   52,654,795 1,758,090 SH   SOLE   1,532,492 0 225,598
Smith & Nephew plc Sponsored A COM 83175M205   82,537,806 2,909,334 SH   SOLE   2,530,750 0 378,584
Southwest Gas Holdings, Inc. COM 844895102   81,405,548 1,133,782 SH   SOLE   966,869 0 166,913
SS&C Technologies Holdings, In COM 78467J100   35,599,484 426,188 SH   SOLE   413,362 0 12,826
St. Joe Company COM 790148100   4,716,832 100,465 SH   SOLE   100,465 0 0
Starbucks Corporation COM 855244109   7,409,817 75,541 SH   SOLE   62,404 0 13,137
Suncor Energy Inc. COM 867224107   24,877,600 642,500 SH   SOLE   629,264 0 13,236
Talen Energy Corp COM 87422Q109   90,072,535 451,107 SH   SOLE   396,101 0 55,006
Target Corporation COM 87612E106   25,768,467 246,919 SH   SOLE   234,194 0 12,725
Target Hospitality Corp. COM 87615L107   3,270,819 497,085 SH   SOLE   462,533 0 34,552
TD SYNNEX Corporation COM 87162W100   70,820,671 681,230 SH   SOLE   558,369 0 122,861
Tennant Company COM 880345103   8,289,693 103,946 SH   SOLE   96,800 0 7,146
Texas Instruments Incorporated COM 882508104   5,346,075 29,750 SH   SOLE   24,559 0 5,191
Tidewater Inc COM 88642R109   2,313,479 54,731 SH   SOLE   54,731 0 0
Trimas Corporation COM 896215209   32,623,791 1,392,394 SH   SOLE   1,221,622 0 170,772
TripAdvisor, Inc. COM 896945201   52,616,356 3,713,222 SH   SOLE   3,160,550 0 552,672
TXNM Energy, Inc. COM 69349H107   78,486,499 1,467,586 SH   SOLE   1,251,194 0 216,392
U.S. Bancorp COM 902973304   12,390,810 293,482 SH   SOLE   242,727 0 50,755
UniFirst Corporation COM 904708104   137,360,124 789,426 SH   SOLE   675,776 0 113,650
Unilever PLC Sponsored ADR COM 904767704   35,263,426 592,165 SH   SOLE   540,920 0 51,245
United Parcel Service, Inc. Cl COM 911312106   11,119,219 101,093 SH   SOLE   83,753 0 17,340
United Parks & Resorts Inc. COM 81282V100   82,553,178 1,815,952 SH   SOLE   1,557,918 0 258,034
UnitedHealth Group Incorporate COM 91324P102   30,780,787 58,770 SH   SOLE   58,770 0 0
Vail Resorts, Inc. COM 91879Q109   56,546,107 353,369 SH   SOLE   287,479 0 65,890
Valaris Ltd. COM G9460G101   5,231,120 133,243 SH   SOLE   125,512 0 7,731
Valmont Industries, Inc. COM 920253101   5,525,905 19,364 SH   SOLE   19,364 0 0
VanEck Oil Services ETF COM 92189H607   11,926,460 45,500 SH   SOLE   45,500 0 0
Vontier Corp COM 928881101   82,194,116 2,502,104 SH   SOLE   2,123,987 0 378,117
Voya Financial, Inc. COM 929089100   6,409,418 94,590 SH   SOLE   94,590 0 0
Warner Music Group Corp. Class COM 934550203   11,722,831 373,934 SH   SOLE   347,654 0 26,280
Warrior Met Coal, Inc. COM 93627C101   43,260,900 906,557 SH   SOLE   796,010 0 110,547
Watsco, Inc. COM 942622200   2,724,996 5,361 SH   SOLE   4,426 0 935
WESCO International, Inc. COM 95082P105   60,334,205 388,501 SH   SOLE   314,956 0 73,545
WEX Inc. COM 96208T104   103,664,290 660,198 SH   SOLE   559,707 0 100,491
White Mountains Insurance Grou COM G9618E107   211,193,954 109,665 SH   SOLE   92,795 0 16,870
Williams Companies, Inc. COM 969457100   24,056,029 402,544 SH   SOLE   331,284 0 71,260
Willis Towers Watson Public Li COM G96629103   93,752,061 277,414 SH   SOLE   273,263 0 4,151
WillScot Holdings Corporation COM 971378104   45,492,587 1,636,424 SH   SOLE   1,335,666 0 300,758
Yelp Inc. COM 985817105   44,392,638 1,198,829 SH   SOLE   1,003,086 0 195,743
Hewlett Packard Enterprise Co. COM 42824C208   4,400,769 92,182 SH   SOLE   76,859 0 15,323