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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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aaron's, Inc. COM 002535300 22,199 974,492 SH   SOLE   933,007 0 41,485
Abbott Laboratories COM 002824100 498,269 6,314,402 SH   SOLE   5,471,398 0 843,004
Advance Auto Parts, Inc. COM 00751Y106 61,162 655,398 SH   SOLE   641,255 0 14,143
Alaska Air Group, Inc. COM 011659109 51,195 1,798,198 SH   SOLE   1,739,215 0 58,983
Allegiant Travel Co. COM 01748X102 41,773 510,676 SH   SOLE   484,504 0 26,172
Allergan PLC COM G0177J108 61,440 346,922 SH   SOLE   346,922 0 0
Alphabet, Inc. (Cl A) COM 02079K305 444,804 382,808 SH   SOLE   338,639 0 44,169
Alphabet, Inc. (Cl C) COM 02079K107 1,088 936 SH   SOLE   936 0 0
American Campus Communities, I COM 024835100 58,969 2,125,000 SH   SOLE   2,020,667 0 104,333
American International Group, COM 026874784 348,501 14,371,178 SH   SOLE   12,804,614 0 1,566,565
Archer-Daniels-Midland Co. COM 039483102 167,448 4,759,740 SH   SOLE   4,360,254 0 399,485
Ashland Global Holdings, Inc. COM 044186104 110,524 2,207,397 SH   SOLE   2,155,132 0 52,265
Astronics Corp. COM 046433108 367 40,000 SH   SOLE   40,000 0 0
Avnet, Inc. COM 053807103 18,756 747,247 SH   SOLE   710,163 0 37,084
Axalta Coating Systems Ltd. COM G0750C108 71,565 4,143,871 SH   SOLE   4,025,895 0 117,976
B&G Foods, Inc. COM 05508R106 18,784 1,038,344 SH   SOLE   992,717 0 45,627
Baidu, Inc. ADR (Cl A) COM 056752108 944 9,363 SH   SOLE   9,363 0 0
Bank of New York Mellon Corp. COM 064058100 580 17,210 SH   SOLE   17,210 0 0
Bank OZK COM 06417N103 92,523 5,540,282 SH   SOLE   5,438,980 0 101,302
BankUnited, Inc. COM 06652K103 78,414 4,193,236 SH   SOLE   4,061,346 0 131,890
Berkshire Hathaway, Inc. (Cl B COM 084670702 430,857 2,356,601 SH   SOLE   2,074,045 0 282,556
BOK Financial Corp. COM 05561Q201 40,651 955,141 SH   SOLE   914,774 0 40,367
Booking Holdings, Inc. COM 09857L108 251,436 186,897 SH   SOLE   163,080 0 23,817
BorgWarner, Inc. COM 099724106 294,547 12,086,438 SH   SOLE   10,944,574 0 1,141,864
Boston Scientific Corp. COM 101137107 66,558 2,039,767 SH   SOLE   1,939,871 0 99,896
Brighthouse Financial, Inc. COM 10922N103 27,028 1,118,232 SH   SOLE   1,060,673 0 57,559
Broadridge Financial Solutions COM 11133T103 18,860 198,882 SH   SOLE   191,332 0 7,550
Brown & Brown, Inc. COM 115236101 23,314 643,667 SH   SOLE   613,626 0 30,041
Cadence Bancorporation (Cl A) COM 12739A100 17,425 2,660,250 SH   SOLE   2,564,116 0 96,134
Cal-Maine Foods, Inc. COM 128030202 90,883 2,066,463 SH   SOLE   1,988,238 0 78,225
Carter's, Inc. COM 146229109 29,487 448,614 SH   SOLE   429,029 0 19,585
Charles Schwab Corp. COM 808513105 267,681 7,961,970 SH   SOLE   7,058,873 0 903,096
Charter Communications, Inc. ( COM 16119P108 181,669 416,377 SH   SOLE   357,133 0 59,244
Check Point Software Technolog COM M22465104 16,575 164,857 SH   SOLE   164,857 0 0
Chevron Corp. COM 166764100 279,795 3,861,366 SH   SOLE   3,357,627 0 503,739
Cimarex Energy Co. COM 171798101 62,342 3,704,214 SH   SOLE   3,464,326 0 239,887
Cimpress N.V. COM G2143T103 5,549 104,302 SH   SOLE   103,775 0 527
Citigroup, Inc. COM 172967424 381,582 9,059,403 SH   SOLE   7,937,465 0 1,121,938
Cognizant Technology Solutions COM 192446102 156,965 3,377,773 SH   SOLE   3,078,392 0 299,381
Colfax Corp. COM 194014106 77,445 3,911,367 SH   SOLE   3,764,630 0 146,737
Comcast Corp. (Cl A) COM 20030N101 216,117 6,286,129 SH   SOLE   5,557,700 0 728,430
Constellation Brands, Inc. (Cl COM 21036P108 35,343 246,534 SH   SOLE   246,534 0 0
Copa Holdings, S.A. (Cl A) COM P31076105 3,657 80,744 SH   SOLE   80,374 0 370
CubeSmart COM 229663109 102,136 3,812,481 SH   SOLE   3,651,922 0 160,559
CVS Health Corp. COM 126650100 26,616 448,609 SH   SOLE   448,609 0 0
Discover Financial Services COM 254709108 7,845 219,946 SH   SOLE   219,946 0 0
Douglas Emmett, Inc. COM 25960P109 41,163 1,349,177 SH   SOLE   1,281,141 0 68,036
Enstar Group Ltd. COM G3075P101 40,692 255,846 SH   SOLE   248,479 0 7,367
Essex Property Trust, Inc. COM 297178105 228 1,035 SH   SOLE   1,035 0 0
Facebook, Inc. (Cl A) COM 30303M102 308,307 1,848,362 SH   SOLE   1,648,082 0 200,280
Fastenal Co. COM 311900104 225 7,200 SH   SOLE   7,200 0 0
Fidelity National Information COM 31620M106 224,841 1,848,413 SH   SOLE   1,643,150 0 205,263
First of Long Island Corp. COM 320734106 6,153 354,645 SH   SOLE   296,430 0 58,215
First Republic Bank COM 33616C100 227,425 2,764,035 SH   SOLE   2,456,501 0 307,534
Fiserv, Inc. COM 337738108 594 6,250 SH   SOLE   6,250 0 0
Flowers Foods, Inc. COM 343498101 53,504 2,607,425 SH   SOLE   2,486,397 0 121,028
Franklin Resources, Inc. COM 354613101 4,669 279,719 SH   SOLE   279,719 0 0
General Motors Co. COM 37045V100 156,019 7,508,116 SH   SOLE   6,410,767 0 1,097,350
Gilead Sciences, Inc. COM 375558103 154,474 2,066,269 SH   SOLE   1,763,043 0 303,226
GlaxoSmithKline PLC ADR COM 37733W105 6,907 182,302 SH   SOLE   181,236 0 1,066
Green Brick Partners, Inc. COM 392709101 7,643 949,468 SH   SOLE   828,768 0 120,700
Hanesbrands, Inc. COM 410345102 163,906 20,826,632 SH   SOLE   18,501,431 0 2,325,201
Hartford Financial Services Gr COM 416515104 171,551 4,868,090 SH   SOLE   4,346,010 0 522,080
HDFC Bank Ltd. ADR COM 40415F101 248 6,448 SH   SOLE   6,448 0 0
Honeywell International, Inc. COM 438516106 117,698 879,718 SH   SOLE   764,742 0 114,977
Hub Group, Inc. (Cl A) COM 443320106 106,653 2,345,577 SH   SOLE   2,240,205 0 105,372
Humana, Inc. COM 444859102 229,515 730,891 SH   SOLE   647,424 0 83,467
Hyster-Yale Materials Handling COM 449172105 5,127 127,885 SH   SOLE   127,885 0 0
Integer Holdings Corp. COM 45826H109 2,848 45,307 SH   SOLE   45,307 0 0
iShares Russell 1000 Value ETF COM 464287598 12,350 124,526 SH   SOLE   124,526 0 0
iStar, Inc. COM 45031U101 20,239 1,907,587 SH   SOLE   1,797,643 0 109,944
JBG SMITH Properties COM 46590V100 4,856 152,562 SH   SOLE   152,562 0 0
Johnson Controls International COM G51502105 76,347 2,831,857 SH   SOLE   2,830,581 0 1,276
Jones Lang LaSalle, Inc. COM 48020Q107 26,151 258,977 SH   SOLE   247,710 0 11,267
JPMorgan Chase & Co. COM 46625H100 136,424 1,515,316 SH   SOLE   1,294,225 0 221,091
Juniper Networks, Inc. COM 48203R104 31,490 1,645,271 SH   SOLE   1,558,377 0 86,894
Kellogg Co. COM 487836108 86,583 1,443,286 SH   SOLE   1,240,548 0 202,737
Kelly Services, Inc. (Cl A) COM 488152208 2,181 171,847 SH   SOLE   171,847 0 0
Kimberly-Clark Corp. COM 494368103 222,149 1,737,300 SH   SOLE   1,456,687 0 280,613
Kirby Corp. COM 497266106 116,155 2,672,079 SH   SOLE   2,600,954 0 71,125
KKR & Co., Inc. (Cl A) COM 48251W104 267,798 11,410,216 SH   SOLE   10,114,332 0 1,295,884
Liberty Media Corp. Series C L COM 531229854 64,458 2,367,168 SH   SOLE   2,250,941 0 116,227
Linde PLC COM G5494J103 162,486 939,224 SH   SOLE   796,730 0 142,494
Live Nation Entertainment, Inc COM 538034109 19,626 431,713 SH   SOLE   431,713 0 0
Live Oak Bancshares, Inc. COM 53803X105 2,899 232,469 SH   SOLE   232,469 0 0
Loews Corp. COM 540424108 63,451 1,821,731 SH   SOLE   1,684,109 0 137,621
Marsh & McLennan Cos., Inc. COM 571748102 138,294 1,599,517 SH   SOLE   1,371,778 0 227,739
McDonald's Corp. COM 580135101 260 1,570 SH   SOLE   1,570 0 0
McKesson Corp. COM 58155Q103 795 5,875 SH   SOLE   5,875 0 0
Medtronic PLC COM G5960L103 328,721 3,645,168 SH   SOLE   3,216,617 0 428,551
MetLife, Inc. COM 59156R108 305,439 9,991,454 SH   SOLE   8,755,599 0 1,235,854
Microsoft Corp. COM 594918104 301,456 1,911,459 SH   SOLE   1,693,034 0 218,426
Mid-America Apartment Communit COM 59522J103 30,268 293,776 SH   SOLE   279,456 0 14,320
Molson Coors Beverage Co (Cl B COM 60871R209 29,615 759,152 SH   SOLE   726,330 0 32,822
Mondelez International, Inc. ( COM 609207105 233,120 4,654,954 SH   SOLE   4,077,141 0 577,813
Morgan Stanley COM 617446448 177,226 5,212,526 SH   SOLE   4,572,183 0 640,342
Mr. Cooper Group, Inc. COM 62482R107 48,348 6,595,902 SH   SOLE   6,385,214 0 210,688
Natus Medical, Inc. COM 639050103 6,293 272,081 SH   SOLE   272,081 0 0
Noble Energy, Inc. COM 655044105 13,746 2,275,747 SH   SOLE   2,176,516 0 99,231
Northern Trust Corp. COM 665859104 423 5,603 SH   SOLE   5,603 0 0
Novartis AG ADR COM 66987V109 284 3,441 SH   SOLE   3,441 0 0
NVR, Inc. COM 62944T105 248,787 96,838 SH   SOLE   85,793 0 11,045
O'Reilly Automotive, Inc. COM 67103H107 97,057 322,394 SH   SOLE   271,114 0 51,280
Parker-Hannifin Corp. COM 701094104 215,582 1,661,776 SH   SOLE   1,469,860 0 191,916
PepsiCo, Inc. COM 713448108 276,196 2,299,717 SH   SOLE   1,939,738 0 359,979
Perrigo Co. PLC COM G97822103 61,408 1,276,944 SH   SOLE   1,276,944 0 0
Pfizer, Inc. COM 717081103 285,160 8,736,531 SH   SOLE   7,753,635 0 982,895
Philip Morris International, I COM 718172109 193,571 2,653,113 SH   SOLE   2,305,664 0 347,450
Popular, Inc. COM 733174700 10,641 304,015 SH   SOLE   284,561 0 19,454
Post Holdings, Inc. COM 737446104 126,224 1,521,315 SH   SOLE   1,452,772 0 68,543
ProAssurance Corp. COM 74267C106 38,089 1,523,549 SH   SOLE   1,451,374 0 72,175
Procter & Gamble Co. COM 742718109 258,361 2,348,741 SH   SOLE   1,956,780 0 391,960
Red Rock Resorts, Inc. (Cl A) COM 75700L108 57,281 6,699,495 SH   SOLE   6,446,814 0 252,681
Reinsurance Group of America, COM 759351604 50,927 605,267 SH   SOLE   573,526 0 31,741
RenaissanceRe Holdings Ltd. COM G7496G103 54,554 365,352 SH   SOLE   348,906 0 16,446
RPM International, Inc. COM 749685103 55,326 929,856 SH   SOLE   904,810 0 25,046
Sanmina-SCI Corp. COM 801056102 52,882 1,938,484 SH   SOLE   1,843,638 0 94,846
Seaboard Corp. COM 811543107 7,946 2,825 SH   SOLE   2,287 0 538
Sensata Technologies Holding P COM G8060N102 69,826 2,413,628 SH   SOLE   2,337,796 0 75,832
Sherwin-Williams Co. COM 824348106 142,436 309,967 SH   SOLE   276,885 0 33,082
South Jersey Industries, Inc. COM 838518108 53,239 2,129,566 SH   SOLE   2,038,355 0 91,211
SPX Flow, Inc. COM 78469X107 29,056 1,022,362 SH   SOLE   977,385 0 44,977
Stericycle, Inc. COM 858912108 55,291 1,138,153 SH   SOLE   1,090,741 0 47,412
Sterling Bancorp COM 85917A100 74,860 7,163,638 SH   SOLE   6,881,233 0 282,405
SVB Financial Group COM 78486Q101 67,092 444,084 SH   SOLE   431,186 0 12,898
TE Connectivity Ltd. COM H84989104 322 5,116 SH   SOLE   5,116 0 0
Texas Instruments, Inc. COM 882508104 196,167 1,963,046 SH   SOLE   1,736,722 0 226,324
Thermo Fisher Scientific, Inc. COM 883556102 200,237 706,056 SH   SOLE   599,983 0 106,072
TJX Cos., Inc. COM 872540109 258,314 5,402,924 SH   SOLE   4,669,010 0 733,914
Toro Co. COM 891092108 5,130 78,809 SH   SOLE   78,809 0 0
TriMas Corp. COM 896215209 5,573 241,259 SH   SOLE   241,259 0 0
UGI Corp. COM 902681105 68,027 2,550,697 SH   SOLE   2,426,954 0 123,743
United Airlines Holdings, Inc. COM 910047109 46,729 1,481,099 SH   SOLE   1,480,583 0 516
United Technologies Corp. COM 913017109 228,158 2,418,722 SH   SOLE   2,096,998 0 321,724
V.F. Corp. COM 918204108 63,092 1,166,650 SH   SOLE   1,016,918 0 149,732
Vail Resorts, Inc. COM 91879Q109 86,483 585,495 SH   SOLE   565,623 0 19,872
Visa, Inc. (Cl A) COM 92826C839 182,892 1,135,127 SH   SOLE   1,012,630 0 122,497
W. R. Grace & Co COM 38388F108 85,037 2,388,685 SH   SOLE   2,331,091 0 57,594
Walt Disney Co. COM 254687106 347,325 3,595,498 SH   SOLE   3,149,320 0 446,178
Welbilt, Inc. COM 949090104 83 16,203 SH   SOLE   16,203 0 0
WESCO International, Inc. COM 95082P105 48,777 2,134,658 SH   SOLE   2,048,736 0 85,922
Willis Towers Watson PLC COM G96629103 70,819 416,950 SH   SOLE   393,973 0 22,977
WNS (Holdings) Ltd. ADR COM 92932M101 34,675 806,779 SH   SOLE   772,582 0 34,197
Wolverine World Wide, Inc. COM 978097103 18,054 1,187,777 SH   SOLE   1,119,084 0 68,693
WPX Energy, Inc. COM 98212B103 12,343 4,046,846 SH   SOLE   3,863,130 0 183,716
Zynga, Inc. (Cl A) COM 98986T108 302 44,064 SH   SOLE   44,064 0 0