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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ADVANCED ENERGY INDS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007973100</cusip>
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    <nameOfIssuer>AIR LEASE CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>00912X302</cusip>
    <value>5156</value>
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      <None>0</None>
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    <cusip>02079K305</cusip>
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      <Sole>29946</Sole>
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      <Sole>23276</Sole>
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    <nameOfIssuer>AMDOCS LTD</nameOfIssuer>
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    <cusip>G02602103</cusip>
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      <Sole>122171</Sole>
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      <None>513</None>
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    <nameOfIssuer>AMERICAN EAGLE OUTFITTERS IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02553E106</cusip>
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      <Sole>105202</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>025816109</cusip>
    <value>37934</value>
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      <Sole>221032</Sole>
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      <None>5400</None>
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    <nameOfIssuer>AMERICAN FINL GROUP INC OHIO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>025932104</cusip>
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      <Sole>70393</Sole>
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    <value>234</value>
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      <Sole>1400</Sole>
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      <None>0</None>
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    <nameOfIssuer>APPLIED MATLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>038222105</cusip>
    <value>54759</value>
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      <Sole>415461</Sole>
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      <None>9915</None>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ASML HOLDING N V</nameOfIssuer>
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    <cusip>N07059210</cusip>
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      <None>878</None>
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    <nameOfIssuer>ATMOS ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>049560105</cusip>
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    <nameOfIssuer>AXIS CAP HLDGS LTD</nameOfIssuer>
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    <cusip>G0692U109</cusip>
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      <None>655</None>
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    <nameOfIssuer>BANCO SANTANDER S.A.</nameOfIssuer>
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    <cusip>05964H105</cusip>
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    <nameOfIssuer>BED BATH &amp; BEYOND INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>075896100</cusip>
    <value>10716</value>
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      <Sole>619276</Sole>
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      <None>1038</None>
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    <nameOfIssuer>BIOGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09062X103</cusip>
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      <Sole>181479</Sole>
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      <None>3639</None>
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    <nameOfIssuer>BOK FINL CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>05561Q201</cusip>
    <value>9414</value>
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      <Sole>104799</Sole>
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      <None>327</None>
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    <nameOfIssuer>BOTTOMLINE TECH DEL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>101388106</cusip>
    <value>2830</value>
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      <sshPrnamt>72059</sshPrnamt>
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      <Sole>72059</Sole>
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      <None>0</None>
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    <nameOfIssuer>BRISTOL-MYERS SQUIBB CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>110122108</cusip>
    <value>43249</value>
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      <Sole>712889</Sole>
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      <None>18031</None>
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    <nameOfIssuer>BUILDERS FIRSTSOURCE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12008R107</cusip>
    <value>9672</value>
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      <sshPrnamt>186938</sshPrnamt>
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      <Sole>186412</Sole>
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      <None>526</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>122017106</cusip>
    <value>10703</value>
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    <titleOfClass>COM</titleOfClass>
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      <Sole>51858</Sole>
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    <nameOfIssuer>CABOT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>127055101</cusip>
    <value>2756</value>
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      <Sole>54997</Sole>
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      <None>0</None>
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    <nameOfIssuer>CARDIOVASCULAR SYS INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>141619106</cusip>
    <value>2415</value>
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      <sshPrnamt>73552</sshPrnamt>
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      <Sole>73552</Sole>
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    <nameOfIssuer>CENTENE CORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15135B101</cusip>
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      <Sole>820354</Sole>
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    <nameOfIssuer>CHIMERIX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>16934W106</cusip>
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    <nameOfIssuer>CHUBB LIMITED</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>COCA-COLA FEMSA SAB DE CV</nameOfIssuer>
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    <cusip>191241108</cusip>
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    <cusip>M25133105</cusip>
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    <nameOfIssuer>COHU INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <sshPrnamt>91298</sshPrnamt>
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      <Sole>91298</Sole>
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    <nameOfIssuer>COLGATE PALMOLIVE CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194162103</cusip>
    <value>50344</value>
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    <cusip>G27358103</cusip>
    <value>2909</value>
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    <nameOfIssuer>DIODES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>3327</value>
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    <cusip>83175M205</cusip>
    <value>58342</value>
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      <sshPrnamt>1698947</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1684938</Sole>
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      <None>14009</None>
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    <nameOfIssuer>SONY GROUP CORPORATION</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>835699307</cusip>
    <value>79780</value>
    <shrsOrPrnAmt>
      <sshPrnamt>721473</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>712696</Sole>
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      <None>8777</None>
    </votingAuthority>
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    <nameOfIssuer>SOUTHWEST AIRLS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>844741108</cusip>
    <value>33939</value>
    <shrsOrPrnAmt>
      <sshPrnamt>659913</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>644434</Sole>
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      <None>15479</None>
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    <nameOfIssuer>STANLEY BLACK &amp; DECKER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>854502101</cusip>
    <value>232</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1325</sshPrnamt>
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    <votingAuthority>
      <Sole>1173</Sole>
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      <None>152</None>
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    <nameOfIssuer>STERIS PLC</nameOfIssuer>
    <titleOfClass>SHS USD</titleOfClass>
    <cusip>G8473T100</cusip>
    <value>9406</value>
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      <sshPrnamt>46044</sshPrnamt>
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    <votingAuthority>
      <Sole>45864</Sole>
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      <None>180</None>
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    <nameOfIssuer>SYSCO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871829107</cusip>
    <value>38612</value>
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      <sshPrnamt>491868</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>480800</Sole>
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      <None>11068</None>
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    <nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
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    <cusip>874039100</cusip>
    <value>58389</value>
    <shrsOrPrnAmt>
      <sshPrnamt>522968</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>517779</Sole>
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      <None>5189</None>
    </votingAuthority>
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    <nameOfIssuer>TE CONNECTIVITY LTD</nameOfIssuer>
    <titleOfClass>REG SHS</titleOfClass>
    <cusip>H84989104</cusip>
    <value>33725</value>
    <shrsOrPrnAmt>
      <sshPrnamt>245773</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>239613</Sole>
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      <None>6160</None>
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    <nameOfIssuer>TEXAS CAP BANCSHARES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88224Q107</cusip>
    <value>2890</value>
    <shrsOrPrnAmt>
      <sshPrnamt>48157</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>48157</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TJX COS INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872540109</cusip>
    <value>32850</value>
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      <sshPrnamt>497877</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>485997</Sole>
      <Shared>0</Shared>
      <None>11880</None>
    </votingAuthority>
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    <nameOfIssuer>TORO CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>891092108</cusip>
    <value>8121</value>
    <shrsOrPrnAmt>
      <sshPrnamt>83368</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>83016</Sole>
      <Shared>0</Shared>
      <None>352</None>
    </votingAuthority>
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    <nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90353T100</cusip>
    <value>52098</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1162906</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1145209</Sole>
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      <None>17697</None>
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    <nameOfIssuer>ULTA BEAUTY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90384S303</cusip>
    <value>11767</value>
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      <sshPrnamt>32604</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>32480</Sole>
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      <None>124</None>
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    <nameOfIssuer>UNION PAC CORP</nameOfIssuer>
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    <cusip>907818108</cusip>
    <value>43357</value>
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      <sshPrnamt>221200</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>217084</Sole>
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      <None>4116</None>
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    <nameOfIssuer>UNITED BANKSHARES INC WEST V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>909907107</cusip>
    <value>2997</value>
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      <sshPrnamt>82369</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>82369</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>UNITED CMNTY BKS BLAIRSVLE G</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90984P303</cusip>
    <value>3130</value>
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      <sshPrnamt>95382</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>95382</Sole>
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      <None>0</None>
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    <nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>911312106</cusip>
    <value>46404</value>
    <shrsOrPrnAmt>
      <sshPrnamt>254826</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>249098</Sole>
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      <None>5728</None>
    </votingAuthority>
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    <nameOfIssuer>US BANCORP DEL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>902973304</cusip>
    <value>51950</value>
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      <sshPrnamt>873995</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>853562</Sole>
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      <None>20433</None>
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    <nameOfIssuer>VICI PPTYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>925652109</cusip>
    <value>9713</value>
    <shrsOrPrnAmt>
      <sshPrnamt>341881</sshPrnamt>
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    <votingAuthority>
      <Sole>340551</Sole>
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      <None>1330</None>
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    <nameOfIssuer>VONTIER CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>928881101</cusip>
    <value>9387</value>
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      <sshPrnamt>279369</sshPrnamt>
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    <votingAuthority>
      <Sole>278596</Sole>
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      <None>773</None>
    </votingAuthority>
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    <nameOfIssuer>WELLTOWER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>95040Q104</cusip>
    <value>34081</value>
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      <sshPrnamt>413607</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>403569</Sole>
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      <None>10038</None>
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    <cusip>96208T104</cusip>
    <value>8370</value>
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      <sshPrnamt>47521</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>47434</Sole>
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      <None>87</None>
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    <nameOfIssuer>WNS HLDGS LTD</nameOfIssuer>
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    <cusip>92932M101</cusip>
    <value>3126</value>
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      <sshPrnamt>38219</sshPrnamt>
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    <votingAuthority>
      <Sole>38219</Sole>
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      <None>0</None>
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    <nameOfIssuer>YUM CHINA HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98850P109</cusip>
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      <sshPrnamt>1068707</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>1058553</Sole>
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      <None>10154</None>
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</informationTable>
