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    <nameOfIssuer>ABBOTT LABS</nameOfIssuer>
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    <cusip>00287Y109</cusip>
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    <nameOfIssuer>ACADIA HEALTHCARE COMPANY IN</nameOfIssuer>
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    <cusip>00404A109</cusip>
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    <cusip>00653Q102</cusip>
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    <nameOfIssuer>ADOBE SYSTEMS INCORPORATED</nameOfIssuer>
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    <cusip>00773T101</cusip>
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    <nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
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    <cusip>00846U101</cusip>
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    <nameOfIssuer>AIR LEASE CORP</nameOfIssuer>
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    <cusip>00912X302</cusip>
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    <nameOfIssuer>AIR PRODS &amp; CHEMS INC</nameOfIssuer>
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    <cusip>009158106</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ALLIANT ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>018802108</cusip>
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    <nameOfIssuer>ALLSTATE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>020002101</cusip>
    <value>34857</value>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
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    <nameOfIssuer>ALPHATEC HLDGS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
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      <Sole>41226</Sole>
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    <nameOfIssuer>AMERICAN EAGLE OUTFITTERS IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02553E106</cusip>
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    <value>28172</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>03027X100</cusip>
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    <nameOfIssuer>AMERISOURCEBERGEN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03073E105</cusip>
    <value>87414</value>
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    <titleOfClass>COM</titleOfClass>
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    <value>454</value>
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      <Sole>2020</Sole>
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    <nameOfIssuer>AMICUS THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03152W109</cusip>
    <value>14023</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>35577</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>038222105</cusip>
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    <nameOfIssuer>ARCONIC CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03966V107</cusip>
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    <titleOfClass>COM NEW</titleOfClass>
    <cusip>040047607</cusip>
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      <Sole>100979</Sole>
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    <nameOfIssuer>ARGO GROUP INTL HLDGS LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G0464B107</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>047649108</cusip>
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    <nameOfIssuer>ATRICURE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>04963C209</cusip>
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    <nameOfIssuer>AVANTOR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05352A100</cusip>
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    <nameOfIssuer>AVAYA HLDGS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05351X101</cusip>
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    <nameOfIssuer>AVIENT CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>AXALTA COATING SYS LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G0750C108</cusip>
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    <nameOfIssuer>BALLYS CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05875B106</cusip>
    <value>6643</value>
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    <nameOfIssuer>BANK NEW YORK MELLON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>064058100</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>071813109</cusip>
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    <nameOfIssuer>BED BATH &amp; BEYOND INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>075896100</cusip>
    <value>10049</value>
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    <nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
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      <Sole>245533</Sole>
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      <Sole>124249</Sole>
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      <None>541</None>
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    <nameOfIssuer>CDW CORP</nameOfIssuer>
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    <nameOfIssuer>CELANESE CORP DEL</nameOfIssuer>
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    <nameOfIssuer>CF INDS HLDGS INC</nameOfIssuer>
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    <nameOfIssuer>CHARLES RIV LABS INTL INC</nameOfIssuer>
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    <nameOfIssuer>CHEVRON CORP NEW</nameOfIssuer>
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    <nameOfIssuer>CSX CORP</nameOfIssuer>
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    <cusip>126408103</cusip>
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    <nameOfIssuer>CVS HEALTH CORP</nameOfIssuer>
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    <nameOfIssuer>DANA INC</nameOfIssuer>
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    <cusip>235825205</cusip>
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      <Sole>783402</Sole>
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    <nameOfIssuer>DARDEN RESTAURANTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>237194105</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    <nameOfIssuer>DAVE &amp; BUSTERS ENTMT INC</nameOfIssuer>
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      <Sole>199535</Sole>
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    <nameOfIssuer>DECKERS OUTDOOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>243537107</cusip>
    <value>20324</value>
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      <Sole>55482</Sole>
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    <titleOfClass>COM</titleOfClass>
    <cusip>244199105</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <cusip>43283X105</cusip>
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      <Sole>410996</Sole>
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    <cusip>436106108</cusip>
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      <Sole>194707</Sole>
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      <None>0</None>
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      <Sole>190223</Sole>
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      <Sole>94052</Sole>
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    <nameOfIssuer>HORIZON THERAPEUTICS PUB L</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G46188101</cusip>
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      <Sole>265634</Sole>
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      <Sole>770217</Sole>
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    <cusip>44109J106</cusip>
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      <Sole>233805</Sole>
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      <Sole>1019264</Sole>
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    <nameOfIssuer>INFRA AND ENERGY ALTRNTIVE I</nameOfIssuer>
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    <nameOfIssuer>INTERCONTINENTAL EXCHANGE IN</nameOfIssuer>
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    <cusip>45866F104</cusip>
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    <value>12019</value>
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      <Sole>629613</Sole>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
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    <cusip>464287598</cusip>
    <value>1734</value>
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      <sshPrnamt>10327</sshPrnamt>
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      <Sole>10316</Sole>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
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    <cusip>464287630</cusip>
    <value>528</value>
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      <sshPrnamt>3181</sshPrnamt>
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    <nameOfIssuer>JACOBS ENGR GROUP INC</nameOfIssuer>
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    <cusip>469814107</cusip>
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    <cusip>G51502105</cusip>
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    <nameOfIssuer>KB HOME</nameOfIssuer>
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      <Sole>474258</Sole>
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    <nameOfIssuer>KIMBERLY-CLARK CORP</nameOfIssuer>
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    <cusip>494368103</cusip>
    <value>643</value>
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      <Sole>4502</Sole>
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      <None>0</None>
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    <nameOfIssuer>KNIGHT-SWIFT TRANSN HLDGS IN</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>499049104</cusip>
    <value>10543</value>
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      <sshPrnamt>173013</sshPrnamt>
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    <nameOfIssuer>KOHLS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>500255104</cusip>
    <value>22106</value>
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      <sshPrnamt>447580</sshPrnamt>
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    <cusip>500688106</cusip>
    <value>40</value>
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      <Sole>11605</Sole>
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    <nameOfIssuer>KRAFT HEINZ CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>500754106</cusip>
    <value>4445</value>
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      <sshPrnamt>123825</sshPrnamt>
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      <Sole>123268</Sole>
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      <None>557</None>
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    <nameOfIssuer>L3HARRIS TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>502431109</cusip>
    <value>5010</value>
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      <sshPrnamt>23497</sshPrnamt>
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    <votingAuthority>
      <Sole>23433</Sole>
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      <None>64</None>
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    <nameOfIssuer>LABORATORY CORP AMER HLDGS</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>50540R409</cusip>
    <value>1062</value>
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      <sshPrnamt>3381</sshPrnamt>
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      <Sole>3381</Sole>
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      <None>0</None>
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    <nameOfIssuer>LAMAR ADVERTISING CO NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>512816109</cusip>
    <value>17229</value>
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      <sshPrnamt>142033</sshPrnamt>
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      <Sole>142033</Sole>
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    <nameOfIssuer>LILLY ELI &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>532457108</cusip>
    <value>102327</value>
    <shrsOrPrnAmt>
      <sshPrnamt>370455</sshPrnamt>
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      <Sole>369323</Sole>
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      <None>1132</None>
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    <nameOfIssuer>LINDE PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G5494J103</cusip>
    <value>7054</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20365</sshPrnamt>
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      <Sole>20274</Sole>
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      <None>91</None>
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    <nameOfIssuer>LITHIA MTRS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>536797103</cusip>
    <value>19655</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66190</sshPrnamt>
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    <votingAuthority>
      <Sole>66190</Sole>
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      <None>0</None>
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    <nameOfIssuer>LIVANOVA PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G5509L101</cusip>
    <value>7995</value>
    <shrsOrPrnAmt>
      <sshPrnamt>91448</sshPrnamt>
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      <Sole>91448</Sole>
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      <None>0</None>
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    <nameOfIssuer>LOCKHEED MARTIN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>539830109</cusip>
    <value>22129</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62263</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>61788</Sole>
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      <None>475</None>
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    <nameOfIssuer>NATIONAL STORAGE AFFILIATES</nameOfIssuer>
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    <nameOfIssuer>NEXPOINT RESIDENTIAL TR INC</nameOfIssuer>
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    <cusip>701094104</cusip>
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    <nameOfIssuer>PERFORMANCE FOOD GROUP CO</nameOfIssuer>
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      <Sole>202042</Sole>
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</informationTable>
