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    <nameOfIssuer>ADDUS HOMECARE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>006739106</cusip>
    <figi>BBG001T56D18</figi>
    <value>2506608</value>
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    <nameOfIssuer>ADVANCED ENERGY INDS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007973100</cusip>
    <figi>BBG001S8L5Z6</figi>
    <value>2902158</value>
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      <Sole>26040</Sole>
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    <nameOfIssuer>AGNICO EAGLE MINES LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>008474108</cusip>
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    <value>22567551</value>
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      <Sole>448350</Sole>
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      <None>3182</None>
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    <nameOfIssuer>AIR LEASE CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>00912X302</cusip>
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    <value>4432334</value>
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    <nameOfIssuer>ALAMO GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>011311107</cusip>
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    <value>2389727</value>
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      <Sole>12994</Sole>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
    <cusip>02079K305</cusip>
    <figi>BBG009S39JY5</figi>
    <value>47808169</value>
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      <Sole>390335</Sole>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
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    <value>53169299</value>
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      <Sole>397869</Sole>
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      <None>9996</None>
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    <nameOfIssuer>AMDOCS LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G02602103</cusip>
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    <value>11086673</value>
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      <Sole>111758</Sole>
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      <None>399</None>
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    <nameOfIssuer>AMERICAN EXPRESS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>025816109</cusip>
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    <value>53122078</value>
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      <Sole>298191</Sole>
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    <nameOfIssuer>AMERICAN FINL GROUP INC OHIO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>025932104</cusip>
    <figi>BBG001S8JK86</figi>
    <value>9363224</value>
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      <Sole>78570</Sole>
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    <nameOfIssuer>AMERICOLD REALTY TRUST INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03064D108</cusip>
    <figi>BBG001SMQ866</figi>
    <value>12286407</value>
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    <nameOfIssuer>AMN HEALTHCARE SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>001744101</cusip>
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    <value>2507250</value>
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      <Sole>22977</Sole>
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    <nameOfIssuer>APPLIED MATLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>038222105</cusip>
    <figi>BBG001S5NMM7</figi>
    <value>41115764</value>
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      <Sole>277904</Sole>
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    <nameOfIssuer>ARCH CAP GROUP LTD</nameOfIssuer>
    <titleOfClass>ORD</titleOfClass>
    <cusip>G0450A105</cusip>
    <figi>BBG001S9HZ74</figi>
    <value>12184954</value>
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      <Sole>162247</Sole>
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    <nameOfIssuer>ATMOS ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>049560105</cusip>
    <figi>BBG001S5VG05</figi>
    <value>11497740</value>
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      <sshPrnamt>98829</sshPrnamt>
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      <Sole>98494</Sole>
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      <None>335</None>
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    <nameOfIssuer>AVISTA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05379B107</cusip>
    <figi>BBG001S5NZ48</figi>
    <value>1826566</value>
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      <Sole>46513</Sole>
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    <nameOfIssuer>AXIS CAP HLDGS LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G0692U109</cusip>
    <figi>BBG001SGW5F8</figi>
    <value>2145072</value>
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      <Sole>39849</Sole>
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    <nameOfIssuer>BARCLAYS PLC</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>06738E204</cusip>
    <figi>BBG001S5P2T2</figi>
    <value>20897272</value>
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      <Sole>2635926</Sole>
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    <nameOfIssuer>BOK FINL CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>05561Q201</cusip>
    <figi>BBG001S6VBZ6</figi>
    <value>10031409</value>
    <shrsOrPrnAmt>
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      <Sole>123826</Sole>
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    <nameOfIssuer>BOOZ ALLEN HAMILTON HLDG COR</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>099502106</cusip>
    <figi>BBG001T91S76</figi>
    <value>13266226</value>
    <shrsOrPrnAmt>
      <sshPrnamt>118873</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>118447</Sole>
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      <None>426</None>
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    <nameOfIssuer>BRISTOL-MYERS SQUIBB CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>110122108</cusip>
    <figi>BBG001S8N8J6</figi>
    <value>40880102</value>
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      <sshPrnamt>639251</sshPrnamt>
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      <Sole>625825</Sole>
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    <nameOfIssuer>BRUKER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>116794108</cusip>
    <figi>BBG001SF69P0</figi>
    <value>10577434</value>
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      <Sole>142601</Sole>
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    <nameOfIssuer>BURLINGTON STORES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>122017106</cusip>
    <figi>BBG004S641P3</figi>
    <value>8698477</value>
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      <Sole>55145</Sole>
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    <nameOfIssuer>BWX TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05605H100</cusip>
    <figi>BBG001SGJPH7</figi>
    <value>2661545</value>
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      <Sole>37188</Sole>
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    <nameOfIssuer>CANADIAN NATL RY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>136375102</cusip>
    <figi>BBG001S8WVQ7</figi>
    <value>22619803</value>
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      <Sole>185569</Sole>
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    <nameOfIssuer>CBOE GLOBAL MKTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12503M108</cusip>
    <figi>BBG001T71BP7</figi>
    <value>11507470</value>
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    <nameOfIssuer>CENOVUS ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15135U109</cusip>
    <figi>BBG001T2PJV8</figi>
    <value>50685639</value>
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    <nameOfIssuer>CENTENE CORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15135B101</cusip>
    <figi>BBG001S6T7Q8</figi>
    <value>49716790</value>
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      <Sole>720988</Sole>
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    <nameOfIssuer>CERENCE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>156727109</cusip>
    <figi>BBG00MMDJG93</figi>
    <value>1695457</value>
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      <Sole>58004</Sole>
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    <nameOfIssuer>CHARLES RIV LABS INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>159864107</cusip>
    <figi>BBG001S7Q271</figi>
    <value>10249918</value>
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      <Sole>48597</Sole>
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    <nameOfIssuer>CHEVRON CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>166764100</cusip>
    <figi>BBG001S67ZC5</figi>
    <value>40874530</value>
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    <nameOfIssuer>CHUBB LIMITED</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>H1467J104</cusip>
    <figi>BBG001S8S1L3</figi>
    <value>39778256</value>
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      <Sole>201599</Sole>
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      <None>4976</None>
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    <nameOfIssuer>CME GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12572Q105</cusip>
    <figi>BBG001S86547</figi>
    <value>25718019</value>
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    <nameOfIssuer>COLGATE PALMOLIVE CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194162103</cusip>
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    <value>43485450</value>
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      <Sole>550945</Sole>
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      <None>13508</None>
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    <nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20825C104</cusip>
    <figi>BBG001S5TZM2</figi>
    <value>30577908</value>
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      <Sole>288314</Sole>
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      <None>6811</None>
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    <nameOfIssuer>CONSTELLATION BRANDS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
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    <nameOfIssuer>DIXIE GROUP INC</nameOfIssuer>
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    <nameOfIssuer>ENERGY TRANSFER L P</nameOfIssuer>
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    <nameOfIssuer>ENVESTNET INC</nameOfIssuer>
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      <Sole>30429</Sole>
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    <nameOfIssuer>EPAM SYS INC</nameOfIssuer>
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    <cusip>29414B104</cusip>
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      <Sole>46662</Sole>
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    <nameOfIssuer>ESSENTIAL UTILS INC</nameOfIssuer>
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    <cusip>29670G102</cusip>
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    <nameOfIssuer>EURONET WORLDWIDE INC</nameOfIssuer>
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      <sshPrnamt>103765</sshPrnamt>
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      <Sole>103418</Sole>
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    <nameOfIssuer>EXELIXIS INC</nameOfIssuer>
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      <Sole>127827</Sole>
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    <nameOfIssuer>EXPEDITORS INTL WASH INC</nameOfIssuer>
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    <cusip>302130109</cusip>
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      <Sole>102038</Sole>
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    <nameOfIssuer>FIDELITY NATIONAL FINANCIAL</nameOfIssuer>
    <titleOfClass>FNF GROUP COM</titleOfClass>
    <cusip>31620R303</cusip>
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      <sshPrnamt>253727</sshPrnamt>
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      <None>922</None>
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    <nameOfIssuer>FIRST AMERN FINL CORP</nameOfIssuer>
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    <cusip>31847R102</cusip>
    <figi>BBG001T1LV65</figi>
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      <sshPrnamt>38715</sshPrnamt>
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      <Sole>38715</Sole>
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    <nameOfIssuer>FISERV INC</nameOfIssuer>
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      <sshPrnamt>1959</sshPrnamt>
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      <Sole>1949</Sole>
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    <nameOfIssuer>FORRESTER RESH INC</nameOfIssuer>
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      <sshPrnamt>57270</sshPrnamt>
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      <Sole>57270</Sole>
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    <nameOfIssuer>FORWARD AIR CORP</nameOfIssuer>
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      <sshPrnamt>21445</sshPrnamt>
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      <Sole>21445</Sole>
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    <nameOfIssuer>FRONTDOOR INC</nameOfIssuer>
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    <cusip>35905A109</cusip>
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    <nameOfIssuer>GENTEX CORP</nameOfIssuer>
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    <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
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    <nameOfIssuer>GSK PLC</nameOfIssuer>
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    <nameOfIssuer>HEALTHCARE SVCS GROUP INC</nameOfIssuer>
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    <nameOfIssuer>HEALTHEQUITY INC</nameOfIssuer>
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    <nameOfIssuer>HUNT J B TRANS SVCS INC</nameOfIssuer>
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    <cusip>445658107</cusip>
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      <Sole>60228</Sole>
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    <nameOfIssuer>IDACORP INC</nameOfIssuer>
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    <nameOfIssuer>INCYTE CORP</nameOfIssuer>
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    <nameOfIssuer>ING GROEP N.V.</nameOfIssuer>
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    <cusip>456837103</cusip>
    <figi>BBG001SB1FR8</figi>
    <value>25186586</value>
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      <sshPrnamt>1869828</sshPrnamt>
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    <nameOfIssuer>INNOVAGE HLDG CORP</nameOfIssuer>
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    <figi>BBG00Z6F87V4</figi>
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    <nameOfIssuer>INNOVATIVE INDL PPTYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45781V101</cusip>
    <figi>BBG00F0SW7P6</figi>
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    <nameOfIssuer>INSPERITY INC</nameOfIssuer>
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    <figi>BBG001S894P4</figi>
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      <Sole>19500</Sole>
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  <infoTable>
    <nameOfIssuer>INTERCONTINENTAL EXCHANGE IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45866F104</cusip>
    <figi>BBG001SDJ4R0</figi>
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      <sshPrnamt>315597</sshPrnamt>
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      <None>7006</None>
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    <nameOfIssuer>IPG PHOTONICS CORP</nameOfIssuer>
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      <Sole>96948</Sole>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
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    <cusip>464287457</cusip>
    <figi>BBG001SKXPR1</figi>
    <value>6285565</value>
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      <sshPrnamt>77523</sshPrnamt>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>A RATE CP BD ETF</titleOfClass>
    <cusip>46429B291</cusip>
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    <cusip>464287465</cusip>
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    <cusip>479167108</cusip>
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      <sshPrnamt>29867</sshPrnamt>
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      <Sole>29867</Sole>
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    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
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      <Sole>324924</Sole>
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    <nameOfIssuer>L3HARRIS TECHNOLOGIES INC</nameOfIssuer>
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    <nameOfIssuer>LABORATORY CORP AMER HLDGS</nameOfIssuer>
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      <sshPrnamt>210787</sshPrnamt>
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    <nameOfIssuer>LIBERTY MEDIA CORP DEL</nameOfIssuer>
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      <sshPrnamt>471399</sshPrnamt>
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      <Sole>468656</Sole>
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      <None>2743</None>
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    <nameOfIssuer>LINCOLN ELEC HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>533900106</cusip>
    <figi>BBG001S5TV87</figi>
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      <sshPrnamt>60651</sshPrnamt>
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    <votingAuthority>
      <Sole>60431</Sole>
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    <titleOfClass>COM</titleOfClass>
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    <figi>BBG001S5T272</figi>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>59425</Sole>
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      <None>0</None>
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    <nameOfIssuer>MAGNOLIA OIL &amp; GAS CORP</nameOfIssuer>
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    <cusip>559663109</cusip>
    <figi>BBG00GNC8DM1</figi>
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      <sshPrnamt>599239</sshPrnamt>
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    <votingAuthority>
      <Sole>598229</Sole>
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      <None>1010</None>
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    <nameOfIssuer>MANPOWERGROUP INC WIS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>56418H100</cusip>
    <figi>BBG001S5SYW5</figi>
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      <sshPrnamt>22725</sshPrnamt>
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    <votingAuthority>
      <Sole>22725</Sole>
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      <None>0</None>
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      <Sole>64732</Sole>
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    <nameOfIssuer>MARVELL TECHNOLOGY INC</nameOfIssuer>
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    <nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
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    <cusip>57636Q104</cusip>
    <figi>BBG001SKNNS6</figi>
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      <sshPrnamt>130117</sshPrnamt>
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    <cusip>577933104</cusip>
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      <sshPrnamt>148349</sshPrnamt>
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    <votingAuthority>
      <Sole>147873</Sole>
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    <cusip>G5960L103</cusip>
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      <sshPrnamt>605159</sshPrnamt>
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    <votingAuthority>
      <Sole>591937</Sole>
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      <None>13222</None>
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    <nameOfIssuer>MERCURY SYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>589378108</cusip>
    <figi>BBG001SBFLT8</figi>
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    <votingAuthority>
      <Sole>253583</Sole>
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      <None>407</None>
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    <nameOfIssuer>MOLINA HEALTHCARE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>60855R100</cusip>
    <figi>BBG001SKBQ20</figi>
    <value>11114318</value>
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    <votingAuthority>
      <Sole>36790</Sole>
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      <None>105</None>
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    <nameOfIssuer>MONARCH CASINO &amp; RESORT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>609027107</cusip>
    <figi>BBG001S7DVP1</figi>
    <value>2272647</value>
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      <sshPrnamt>32259</sshPrnamt>
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    <votingAuthority>
      <Sole>32259</Sole>
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      <None>0</None>
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    <nameOfIssuer>NETSTREIT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64119V303</cusip>
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    <votingAuthority>
      <Sole>103889</Sole>
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      <None>0</None>
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    <nameOfIssuer>NNN REIT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>637417106</cusip>
    <figi>BBG001S6Z1P5</figi>
    <value>9612558</value>
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      <sshPrnamt>224645</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>223932</Sole>
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      <None>713</None>
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    <nameOfIssuer>NOV INC</nameOfIssuer>
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    <cusip>62955J103</cusip>
    <figi>BBG001S6HFR2</figi>
    <value>3932222</value>
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      <sshPrnamt>245151</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>245151</Sole>
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      <None>0</None>
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    <cusip>66987V109</cusip>
    <figi>BBG001SF5LW6</figi>
    <value>25828247</value>
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      <sshPrnamt>255953</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>253726</Sole>
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      <None>2227</None>
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    <nameOfIssuer>NUVASIVE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>670704105</cusip>
    <figi>BBG001SK3C57</figi>
    <value>1719663</value>
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      <sshPrnamt>41348</sshPrnamt>
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    <votingAuthority>
      <Sole>41348</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>NV5 GLOBAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>62945V109</cusip>
    <figi>BBG005BT61P6</figi>
    <value>2326281</value>
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      <sshPrnamt>21001</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>21001</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>PACKAGING CORP AMER</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>695156109</cusip>
    <figi>BBG001S5V741</figi>
    <value>10291532</value>
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      <sshPrnamt>77872</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>77646</Sole>
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      <None>226</None>
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  <infoTable>
    <nameOfIssuer>PERFICIENT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>71375U101</cusip>
    <figi>BBG001SCS189</figi>
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      <sshPrnamt>29049</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>29049</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>PGT INNOVATIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>69336V101</cusip>
    <figi>BBG001SNS069</figi>
    <value>2663290</value>
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      <sshPrnamt>91365</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>91365</Sole>
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      <None>0</None>
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    <nameOfIssuer>POWER REIT</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>73933H101</cusip>
    <figi>BBG001S5VH49</figi>
    <value>17863</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10892</sshPrnamt>
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    <titleOfClass>COM</titleOfClass>
    <cusip>743606105</cusip>
    <figi>BBG001S7SL77</figi>
    <value>1731168</value>
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      <Sole>30651</Sole>
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      <None>0</None>
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    <nameOfIssuer>QUEST DIAGNOSTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74834L100</cusip>
    <figi>BBG001S9GX43</figi>
    <value>10600142</value>
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    <votingAuthority>
      <Sole>75187</Sole>
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      <None>226</None>
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    <nameOfIssuer>RAMBUS INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>750917106</cusip>
    <figi>BBG001S7RF80</figi>
    <value>2165994</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33754</sshPrnamt>
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    <votingAuthority>
      <Sole>33754</Sole>
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      <None>0</None>
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    <nameOfIssuer>RAYTHEON TECHNOLOGIES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75513E101</cusip>
    <figi>BBG001S5X5Q9</figi>
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      <sshPrnamt>298681</sshPrnamt>
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    <votingAuthority>
      <Sole>291113</Sole>
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      <None>7568</None>
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    <nameOfIssuer>REINSURANCE GRP OF AMERICA I</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>759351604</cusip>
    <figi>BBG001S6P9Q8</figi>
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    <shrsOrPrnAmt>
      <sshPrnamt>83888</sshPrnamt>
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    <votingAuthority>
      <Sole>83671</Sole>
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      <None>217</None>
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    <nameOfIssuer>RENAISSANCERE HLDGS LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G7496G103</cusip>
    <figi>BBG001S6T1Z1</figi>
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      <sshPrnamt>12995</sshPrnamt>
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    <votingAuthority>
      <Sole>12995</Sole>
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      <None>0</None>
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    <nameOfIssuer>ROCKWELL AUTOMATION INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>773903109</cusip>
    <figi>BBG001S5VRF5</figi>
    <value>34703721</value>
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      <sshPrnamt>105339</sshPrnamt>
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    <votingAuthority>
      <Sole>102688</Sole>
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      <None>2651</None>
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    <nameOfIssuer>SAP SE</nameOfIssuer>
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    <cusip>803054204</cusip>
    <figi>BBG001S6RD41</figi>
    <value>32425541</value>
    <shrsOrPrnAmt>
      <sshPrnamt>237011</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>235200</Sole>
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      <None>1811</None>
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    <nameOfIssuer>SEMPRA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>816851109</cusip>
    <figi>BBG001SBVZ73</figi>
    <value>41739428</value>
    <shrsOrPrnAmt>
      <sshPrnamt>286691</sshPrnamt>
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    <votingAuthority>
      <Sole>279761</Sole>
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      <None>6930</None>
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    <cusip>780259305</cusip>
    <figi>BBG0147BN6H1</figi>
    <value>33441904</value>
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      <sshPrnamt>553857</sshPrnamt>
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    <votingAuthority>
      <Sole>550117</Sole>
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      <None>3740</None>
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    <nameOfIssuer>SONY GROUP CORPORATION</nameOfIssuer>
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    <cusip>835699307</cusip>
    <figi>BBG001S5W6H8</figi>
    <value>23933809</value>
    <shrsOrPrnAmt>
      <sshPrnamt>265813</sshPrnamt>
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    <votingAuthority>
      <Sole>263264</Sole>
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      <None>2549</None>
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    <nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>867224107</cusip>
    <figi>BBG001S5YSF0</figi>
    <value>29635009</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1010744</sshPrnamt>
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    <votingAuthority>
      <Sole>1005748</Sole>
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      <None>4996</None>
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    <nameOfIssuer>SYSCO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871829107</cusip>
    <figi>BBG001S5WJS8</figi>
    <value>46244156</value>
    <shrsOrPrnAmt>
      <sshPrnamt>623237</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>609534</Sole>
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      <None>13703</None>
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    <nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874039100</cusip>
    <figi>BBG001S5WWW4</figi>
    <value>28173163</value>
    <shrsOrPrnAmt>
      <sshPrnamt>279164</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>277149</Sole>
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      <None>2015</None>
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    <nameOfIssuer>TARGA RES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87612G101</cusip>
    <figi>BBG001TC94B9</figi>
    <value>10531685</value>
    <shrsOrPrnAmt>
      <sshPrnamt>138393</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>137951</Sole>
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      <None>442</None>
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    <nameOfIssuer>TE CONNECTIVITY LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>H84989104</cusip>
    <figi>BBG001STLRP3</figi>
    <value>54651626</value>
    <shrsOrPrnAmt>
      <sshPrnamt>389923</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>381488</Sole>
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      <None>8435</None>
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    <nameOfIssuer>TEXAS CAP BANCSHARES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88224Q107</cusip>
    <figi>BBG001SJ1VS5</figi>
    <value>1996707</value>
    <shrsOrPrnAmt>
      <sshPrnamt>38771</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>38771</Sole>
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      <None>0</None>
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    <nameOfIssuer>TEXAS INSTRS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>882508104</cusip>
    <figi>BBG001S5WYZ7</figi>
    <value>25112842</value>
    <shrsOrPrnAmt>
      <sshPrnamt>139500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>136197</Sole>
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      <None>3303</None>
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    <nameOfIssuer>TJX COS INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872540109</cusip>
    <figi>BBG001S5WQ93</figi>
    <value>37747556</value>
    <shrsOrPrnAmt>
      <sshPrnamt>445189</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>434226</Sole>
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      <None>10963</None>
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    <nameOfIssuer>TORO CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>891092108</cusip>
    <figi>BBG001S5WX98</figi>
    <value>9353581</value>
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      <sshPrnamt>92018</sshPrnamt>
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    <votingAuthority>
      <Sole>91702</Sole>
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    <nameOfIssuer>TOTALENERGIES SE</nameOfIssuer>
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    <cusip>89151E109</cusip>
    <figi>BBG001S6WYD9</figi>
    <value>887656</value>
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      <sshPrnamt>15400</sshPrnamt>
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      <Sole>15400</Sole>
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    <nameOfIssuer>U S PHYSICAL THERAPY</nameOfIssuer>
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    <cusip>90337L108</cusip>
    <figi>BBG001S71ZL9</figi>
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      <sshPrnamt>18903</sshPrnamt>
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    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90353T100</cusip>
    <figi>BBG002B04MW4</figi>
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      <sshPrnamt>1279396</sshPrnamt>
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    <votingAuthority>
      <Sole>1250777</Sole>
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      <None>28619</None>
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    <nameOfIssuer>UNION PAC CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>907818108</cusip>
    <figi>BBG001S5X2M0</figi>
    <value>43164994</value>
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      <sshPrnamt>210952</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>205935</Sole>
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      <None>5017</None>
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    <nameOfIssuer>UNITED BANKSHARES INC WEST V</nameOfIssuer>
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    <cusip>909907107</cusip>
    <figi>BBG001S5WZV8</figi>
    <value>1728099</value>
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      <sshPrnamt>58244</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>58244</Sole>
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      <None>0</None>
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    <nameOfIssuer>UNITED CMNTY BKS BLAIRSVLE G</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90984P303</cusip>
    <figi>BBG001S9SSJ5</figi>
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      <sshPrnamt>78489</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>78489</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>
    <figi>BBG001SDGSH1</figi>
    <value>43426250</value>
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      <sshPrnamt>242266</sshPrnamt>
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    <votingAuthority>
      <Sole>236388</Sole>
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      <None>5878</None>
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    <nameOfIssuer>UNIVERSAL DISPLAY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91347P105</cusip>
    <figi>BBG001S5V9H3</figi>
    <value>2301612</value>
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      <sshPrnamt>15969</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15969</Sole>
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      <None>0</None>
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    <nameOfIssuer>VIASAT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92552V100</cusip>
    <figi>BBG001S98NF2</figi>
    <value>205722</value>
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      <sshPrnamt>4986</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4986</Sole>
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      <None>0</None>
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    <nameOfIssuer>WATSCO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>942622200</cusip>
    <figi>BBG001S82CQ2</figi>
    <value>11666903</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30584</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>30482</Sole>
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      <None>102</None>
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    <nameOfIssuer>WELLTOWER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>95040Q104</cusip>
    <figi>BBG001S5RTQ4</figi>
    <value>350564</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4334</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3573</Sole>
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      <None>761</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>96208T104</cusip>
    <figi>BBG001SCJLG6</figi>
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      <sshPrnamt>59631</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>59431</Sole>
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      <None>200</None>
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    <nameOfIssuer>WILLIAMS COS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>969457100</cusip>
    <figi>BBG001S5XH10</figi>
    <value>46069114</value>
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      <sshPrnamt>1411864</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1379331</Sole>
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      <None>32533</None>
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    <cusip>92932M101</cusip>
    <figi>BBG001SBK8N7</figi>
    <value>1918121</value>
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      <sshPrnamt>26019</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26019</Sole>
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      <None>0</None>
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</informationTable>
