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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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
ALLISON TRANSMISSION HLDGS I COM 01973R101   405,132 4,265 SH   SOLE   3,532 0 733
AMC NETWORKS INC CL A 00164V103   214,346 34,186 SH   SOLE   28,718 0 5,468
BECTON DICKINSON & CO COM 075887109   12,800,759 74,315 SH   SOLE   43,960 0 30,355
CARDINAL HEALTH INC COM 14149Y108   22,477,224 133,793 SH   SOLE   79,310 0 54,483
CHEMED CORP NEW COM 16359R103   386,622 794 SH   SOLE   666 0 128
CISCO SYS INC COM 17275R102   16,340,516 235,522 SH   SOLE   139,673 0 95,849
COLUMBIA BKG SYS INC COM 197236102   7,378,658 315,597 SH   SOLE   189,979 0 125,618
COMMUNITY TR BANCORP INC COM 204149108   14,954,557 282,588 SH   SOLE   169,041 0 113,547
CVB FINL CORP COM 126600105   337,538 17,056 SH   SOLE   14,284 0 2,772
DELEK US HLDGS INC NEW COM 24665A103   17,097,534 807,249 SH   SOLE   482,818 0 324,431
DISNEY WALT CO COM 254687106   19,644,300 158,409 SH   SOLE   93,858 0 64,551
DOLBY LABORATORIES INC COM CL A 25659T107   19,609,021 264,059 SH   SOLE   157,593 0 106,466
DOUGLAS ELLIMAN INC COM 25961D105   232,077 100,033 SH   SOLE   83,989 0 16,044
EBAY INC COM 278642103   14,519,104 194,992 SH   SOLE   115,370 0 79,622
EVERTEC INC COM 30040P103   15,697,288 435,431 SH   SOLE   260,901 0 174,530
EVERUS CONSTR GROUP COM 300426103   8,660,473 136,321 SH   SOLE   82,099 0 54,222
FIDELITY NATL INFORMATION SV COM 31620M106   15,939,427 195,792 SH   SOLE   115,638 0 80,154
FRESH DEL MONTE PRODUCE INC ORD G36738105   347,996 10,734 SH   SOLE   8,999 0 1,735
GLACIER BANCORP INC NEW COM 37637Q105   19,557,286 453,976 SH   SOLE   270,757 0 183,219
GLOBAL MED REIT INC COM NEW 37954A204   215,419 31,085 SH   SOLE   26,262 0 4,823
GREEN PLAINS INC COM 393222104   8,363,375 1,386,961 SH   SOLE   831,058 0 555,903
HANCOCK WHITNEY CORPORATION COM 410120109   272,880 4,754 SH   SOLE   3,987 0 767
HENRY SCHEIN INC COM 806407102   17,234,613 235,929 SH   SOLE   140,924 0 95,005
HNI CORP COM 404251100   14,268,692 290,132 SH   SOLE   174,150 0 115,982
HUMANA INC COM 444859102   9,900,951 40,498 SH   SOLE   23,965 0 16,533
IES HLDGS INC COM 44951W106   254,165 858 SH   SOLE   719 0 139
JOHNSON & JOHNSON COM 478160104   22,100,481 144,684 SH   SOLE   85,506 0 59,178
KENVUE INC COM 49177J102   16,842,099 804,687 SH   SOLE   475,444 0 329,243
KEURIG DR PEPPER INC COM 49271V100   22,056,409 667,163 SH   SOLE   394,547 0 272,616
LKQ CORP COM 501889208   8,322,217 224,864 SH   SOLE   133,072 0 91,792
MILLICOM INTL CELLULAR S A COM STK L6388F110   13,413,698 357,985 SH   SOLE   214,447 0 143,538
MSC INDL DIRECT INC CL A 553530106   339,740 3,996 SH   SOLE   3,348 0 648
NCR ATLEOS CORPORATION COM SHS 63001N106   21,010,605 736,439 SH   SOLE   440,030 0 296,409
NIKE INC CL B 654106103   19,108,055 268,976 SH   SOLE   159,218 0 109,758
OPENLANE INC COM 48238T109   17,346,639 709,474 SH   SOLE   424,298 0 285,176
PERDOCEO ED CORP COM 71363P106   21,866,570 668,907 SH   SOLE   399,507 0 269,400
REYNOLDS CONSUMER PRODS INC COM 76171L106   15,162,211 707,853 SH   SOLE   423,973 0 283,880
ROCKET COS INC COM CL A 77311W101   11,486,864 810,075 SH   SOLE   478,314 0 331,761
RTX CORPORATION COM 75513E101   16,698,555 114,358 SH   SOLE   67,716 0 46,642
SOLVENTUM CORP COM SHS 83444M101   20,460,874 269,790 SH   SOLE   161,327 0 108,463
STEELCASE INC CL A 858155203   214,910 20,605 SH   SOLE   17,278 0 3,327
SYSCO CORP COM 871829107   14,894,574 196,654 SH   SOLE   116,363 0 80,291
THERMON GROUP HLDGS INC COM 88362T103   318,596 11,346 SH   SOLE   9,513 0 1,833
UNITED PARCEL SERVICE INC CL B 911312106   13,565,528 134,392 SH   SOLE   79,442 0 54,950
WARNER BROS DISCOVERY INC COM SER A 934423104   11,722,938 1,022,944 SH   SOLE   603,463 0 419,481
WINMARK CORP COM 974250102   465,216 1,232 SH   SOLE   1,034 0 198