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
3M CO COM 88579Y101   18,501,423 125,980 SH   SOLE   72,529 0 53,451
ALLISON TRANSMISSION HLDGS I COM 01973R101   408,033 4,265 SH   SOLE   3,532 0 733
AMC NETWORKS INC CL A 00164V103   235,200 34,186 SH   SOLE   28,718 0 5,468
CARDINAL HEALTH INC COM 14149Y108   17,870,836 129,715 SH   SOLE   74,799 0 54,916
CHEMED CORP NEW COM 16359R103   364,269 592 SH   SOLE   497 0 95
CISCO SYS INC COM 17275R102   14,089,010 228,310 SH   SOLE   131,694 0 96,616
COMMUNITY TR BANCORP INC COM 204149108   13,805,338 274,133 SH   SOLE   159,718 0 114,415
DELEK US HLDGS INC NEW COM 24665A103   11,941,121 792,377 SH   SOLE   461,347 0 331,030
DISNEY WALT CO COM 254687106   15,153,905 153,535 SH   SOLE   88,472 0 65,063
DOLBY LABORATORIES INC COM CL A 25659T107   20,574,458 256,188 SH   SOLE   148,891 0 107,297
EBAY INC COM 278642103   16,345,010 241,326 SH   SOLE   138,939 0 102,387
EVERTEC INC COM 30040P103   15,537,200 422,551 SH   SOLE   246,660 0 175,891
FIDELITY NATL INFORMATION SV COM 31620M106   17,505,888 234,412 SH   SOLE   135,002 0 99,410
FRESH DEL MONTE PRODUCE INC ORD G36738105   330,929 10,734 SH   SOLE   8,999 0 1,735
GENERAL MLS INC COM 370334104   12,083,978 202,107 SH   SOLE   116,276 0 85,831
GLACIER BANCORP INC NEW COM 37637Q105   17,034,296 385,217 SH   SOLE   223,975 0 161,242
GLOBAL MED REIT INC COM NEW 37954A204   468,326 53,523 SH   SOLE   44,459 0 9,064
GREEN PLAINS INC COM 393222104   2,232,979 460,408 SH   SOLE   267,586 0 192,822
HANCOCK WHITNEY CORPORATION COM 410120109   249,347 4,754 SH   SOLE   3,987 0 767
HENRY SCHEIN INC COM 806407102   15,673,046 228,837 SH   SOLE   133,092 0 95,745
HNI CORP COM 404251100   12,484,614 281,502 SH   SOLE   164,615 0 116,887
JOHNSON & JOHNSON COM 478160104   20,021,200 120,726 SH   SOLE   69,393 0 51,333
KENVUE INC COM 49177J102   21,701,061 904,965 SH   SOLE   520,103 0 384,862
KEURIG DR PEPPER INC COM 49271V100   13,646,252 398,780 SH   SOLE   229,374 0 169,406
LIBERTY ENERGY INC COM CL A 53115L104   12,133,869 766,511 SH   SOLE   447,007 0 319,504
MILLICOM INTL CELLULAR S A COM STK L6388F110   14,175,895 468,315 SH   SOLE   272,138 0 196,177
MSC INDL DIRECT INC CL A 553530106   250,253 3,222 SH   SOLE   2,700 0 522
NCR ATLEOS CORPORATION COM SHS 63001N106   18,853,074 714,673 SH   SOLE   415,954 0 298,719
NIKE INC CL B 654106103   11,024,127 173,663 SH   SOLE   100,010 0 73,653
OPENLANE INC COM 48238T109   13,277,442 688,664 SH   SOLE   401,243 0 287,421
PERDOCEO ED CORP COM 71363P106   16,346,101 649,170 SH   SOLE   377,670 0 271,500
PFIZER INC COM 717081103   18,139,994 715,864 SH   SOLE   411,530 0 304,334
REYNOLDS CONSUMER PRODS INC COM 76171L106   366,585 15,364 SH   SOLE   12,921 0 2,443
RTX CORPORATION COM 75513E101   14,681,866 110,840 SH   SOLE   63,831 0 47,009
SCHLUMBERGER LTD COM STK 806857108   13,439,870 321,528 SH   SOLE   185,068 0 136,460
SENECA FOODS CORP NEW CL A 817070501   477,165 5,359 SH   SOLE   4,498 0 861
SOLVENTUM CORP COM SHS 83444M101   19,900,048 261,705 SH   SOLE   152,394 0 109,311
STEELCASE INC CL A 858155203   225,831 20,605 SH   SOLE   17,278 0 3,327
SYSCO CORP COM 871829107   14,309,903 190,697 SH   SOLE   109,775 0 80,922
THERMON GROUP HLDGS INC COM 88362T103   315,986 11,346 SH   SOLE   9,513 0 1,833
UNITED PARCEL SERVICE INC CL B 911312106   6,822,900 62,032 SH   SOLE   35,713 0 26,319
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   17,295,971 1,845,888 SH   SOLE   1,062,303 0 783,585
WARNER BROS DISCOVERY INC COM SER A 934423104   15,242,319 1,420,533 SH   SOLE   817,760 0 602,773
WEX INC COM 96208T104   272,744 1,737 SH   SOLE   1,455 0 282
WINMARK CORP COM 974250102   309,605 974 SH   SOLE   817 0 157