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 49,917 881,145 SH   SOLE   841,849 0 39,296
Abbott Laboratories COM 002824100 609,764 5,602,900 SH   SOLE   4,840,750 0 762,151
AbbVie, Inc. COM 00287Y109 9,731 111,092 SH   SOLE   111,092 0 0
Advance Auto Parts, Inc. COM 00751Y106 55,023 358,454 SH   SOLE   346,879 0 11,575
Alaska Air Group, Inc. COM 011659109 78,130 2,132,938 SH   SOLE   2,069,473 0 63,465
Alleghany Corp. COM 017175100 16,062 30,861 SH   SOLE   29,169 0 1,692
Allegiant Travel Co. COM 01748X102 51,587 430,613 SH   SOLE   406,740 0 23,873
Alphabet, Inc. (Cl A) COM 02079K305 222,557 151,854 SH   SOLE   135,816 0 16,038
Alphabet, Inc. (Cl C) COM 02079K107 226 154 SH   SOLE   154 0 0
American Campus Communities, I COM 024835100 36,322 1,040,148 SH   SOLE   993,103 0 47,045
American International Group, COM 026874784 545,859 19,827,786 SH   SOLE   17,572,982 0 2,254,805
Archer-Daniels-Midland Co. COM 039483102 276,644 5,950,614 SH   SOLE   5,269,755 0 680,859
Ashland Global Holdings, Inc. COM 044186104 115,080 1,622,669 SH   SOLE   1,571,398 0 51,271
Astronics Corp. COM 046433108 309 40,000 SH   SOLE   40,000 0 0
Avnet, Inc. COM 053807103 18,266 706,896 SH   SOLE   670,628 0 36,268
Axalta Coating Systems Ltd. COM G0750C108 6,661 300,447 SH   SOLE   300,447 0 0
Bank OZK COM 06417N103 106,307 4,986,268 SH   SOLE   4,886,401 0 99,867
BankUnited, Inc. COM 06652K103 61,074 2,787,496 SH   SOLE   2,664,426 0 123,070
Berkshire Hathaway, Inc. (Cl B COM 084670702 573,686 2,694,119 SH   SOLE   2,372,099 0 322,020
BOK Financial Corp. COM 05561Q201 59,119 1,147,720 SH   SOLE   1,093,815 0 53,905
Bonanza Creek Energy, Inc. COM 097793400 3,244 172,541 SH   SOLE   125,034 0 47,507
Booking Holdings, Inc. COM 09857L108 283,783 165,889 SH   SOLE   145,878 0 20,011
BorgWarner, Inc. COM 099724106 386,054 9,965,259 SH   SOLE   8,916,501 0 1,048,758
Boston Scientific Corp. COM 101137107 44,511 1,164,901 SH   SOLE   1,120,075 0 44,826
Brighthouse Financial, Inc. COM 10922N103 29,259 1,087,309 SH   SOLE   1,031,016 0 56,293
Broadridge Financial Solutions COM 11133T103 24,266 183,833 SH   SOLE   176,449 0 7,384
Brown & Brown, Inc. COM 115236101 26,407 583,332 SH   SOLE   553,952 0 29,380
Cadence Bancorporation (Cl A) COM 12739A100 16,317 1,899,554 SH   SOLE   1,805,536 0 94,018
Cal-Maine Foods, Inc. COM 128030202 89,899 2,342,956 SH   SOLE   2,241,385 0 101,571
Carrier Global Corp. COM 14448C104 183,305 6,002,127 SH   SOLE   5,156,906 0 845,221
Carter's, Inc. COM 146229109 35,309 407,818 SH   SOLE   389,415 0 18,403
Caterpillar, Inc. COM 149123101 161,872 1,085,298 SH   SOLE   927,552 0 157,746
Charles Schwab Corp. COM 808513105 368,927 10,182,927 SH   SOLE   8,800,060 0 1,382,867
Charter Communications, Inc. ( COM 16119P108 269,597 431,811 SH   SOLE   367,870 0 63,941
Check Point Software Technolog COM M22465104 22,801 189,469 SH   SOLE   189,469 0 0
Chevron Corp. COM 166764100 247,131 3,432,378 SH   SOLE   2,955,493 0 476,885
Cimarex Energy Co. COM 171798101 75,081 3,085,949 SH   SOLE   3,024,852 0 61,097
Cimpress N.V. COM G2143T103 8,916 118,629 SH   SOLE   117,950 0 679
Citigroup, Inc. COM 172967424 437,300 10,143,816 SH   SOLE   8,957,714 0 1,186,102
Cognizant Technology Solutions COM 192446102 335,597 4,834,301 SH   SOLE   4,270,161 0 564,140
Colfax Corp. COM 194014106 110,270 3,516,264 SH   SOLE   3,375,944 0 140,320
Comcast Corp. (Cl A) COM 20030N101 271,211 5,862,758 SH   SOLE   5,142,568 0 720,190
Constellation Brands, Inc. (Cl COM 21036P108 28,946 152,739 SH   SOLE   152,739 0 0
Copa Holdings, S.A. (Cl A) COM P31076105 565 11,226 SH   SOLE   11,226 0 0
CubeSmart COM 229663109 132,000 4,085,423 SH   SOLE   3,904,287 0 181,136
CVS Health Corp. COM 126650100 22,252 381,024 SH   SOLE   381,024 0 0
Deere & Co. COM 244199105 73,745 332,737 SH   SOLE   284,310 0 48,427
Discover Financial Services COM 254709108 10,826 187,371 SH   SOLE   187,371 0 0
Dominion Energy, Inc. COM 25746U109 77,592 983,054 SH   SOLE   859,482 0 123,572
Douglas Emmett, Inc. COM 25960P109 38,532 1,535,141 SH   SOLE   1,459,691 0 75,450
Enstar Group Ltd. COM G3075P101 43,405 268,762 SH   SOLE   259,967 0 8,795
Facebook, Inc. (Cl A) COM 30303M102 190,117 725,914 SH   SOLE   637,503 0 88,411
Fidelity National Information COM 31620M106 303,893 2,064,353 SH   SOLE   1,805,611 0 258,742
First of Long Island Corp. COM 320734106 3,857 260,452 SH   SOLE   203,519 0 56,933
First Republic Bank COM 33616C100 292,822 2,684,965 SH   SOLE   2,379,130 0 305,834
Flowers Foods, Inc. COM 343498101 52,270 2,148,365 SH   SOLE   2,043,133 0 105,232
Franklin Resources, Inc. COM 354613101 4,070 200,023 SH   SOLE   200,023 0 0
General Motors Co. COM 37045V100 250,887 8,478,768 SH   SOLE   7,307,577 0 1,171,190
Gilead Sciences, Inc. COM 375558103 149,298 2,362,685 SH   SOLE   2,022,274 0 340,411
GlaxoSmithKline PLC ADR ADR 37733W105 6,878 182,744 SH   SOLE   181,678 0 1,066
Green Brick Partners, Inc. COM 392709101 11,378 706,698 SH   SOLE   617,396 0 89,302
Hanesbrands, Inc. COM 410345102 300,969 19,109,143 SH   SOLE   17,316,651 0 1,792,492
Hartford Financial Services Gr COM 416515104 230,105 6,242,674 SH   SOLE   5,480,867 0 761,807
HDFC Bank Ltd. ADR ADS 40415F101 358 7,166 SH   SOLE   7,166 0 0
Honeywell International, Inc. COM 438516106 197,562 1,200,182 SH   SOLE   1,041,637 0 158,544
Hub Group, Inc. (Cl A) COM 443320106 64,854 1,292,050 SH   SOLE   1,230,286 0 61,764
Humana, Inc. COM 444859102 287,868 695,519 SH   SOLE   612,514 0 83,005
Hyster-Yale Materials Handling COM 449172105 3,640 97,984 SH   SOLE   97,984 0 0
IAA, Inc. COM 449253103 370 7,115 SH   SOLE   7,115 0 0
Integer Holdings Corp. COM 45826H109 9,424 159,697 SH   SOLE   151,371 0 8,326
iStar, Inc. COM 45031U101 12,237 1,036,120 SH   SOLE   962,552 0 73,568
JBG SMITH Properties COM 46590V100 2,073 77,509 SH   SOLE   77,509 0 0
Johnson Controls International COM G51502105 68,020 1,665,123 SH   SOLE   1,663,622 0 1,501
Jones Lang LaSalle, Inc. COM 48020Q107 22,377 233,923 SH   SOLE   222,904 0 11,019
JPMorgan Chase & Co. COM 46625H100 166,535 1,729,869 SH   SOLE   1,508,263 0 221,607
Juniper Networks, Inc. COM 48203R104 26,501 1,232,584 SH   SOLE   1,171,288 0 61,296
Kimberly-Clark Corp. COM 494368103 275,049 1,862,720 SH   SOLE   1,588,185 0 274,535
Kirby Corp. COM 497266106 123,791 3,422,477 SH   SOLE   3,322,957 0 99,520
KKR & Co., Inc. (Cl A) COM 48251W104 402,706 11,727,038 SH   SOLE   10,343,529 0 1,383,509
L3Harris Technologies, Inc. COM 502431109 174,002 1,024,507 SH   SOLE   895,513 0 128,994
Lancaster Colony Corp. COM 513847103 2,129 11,906 SH   SOLE   11,906 0 0
Liberty Media Corp. Series C L COM 531229854 40,667 1,121,220 SH   SOLE   1,066,166 0 55,054
Linde PLC COM G5494J103 220,888 927,593 SH   SOLE   786,836 0 140,756
LivaNova PLC COM G5509L101 37,353 826,210 SH   SOLE   777,922 0 48,288
Live Nation Entertainment, Inc COM 538034109 17,291 320,908 SH   SOLE   320,908 0 0
Live Oak Bancshares, Inc. COM 53803X105 5,568 219,822 SH   SOLE   219,822 0 0
Loews Corp. COM 540424108 63,995 1,841,575 SH   SOLE   1,778,865 0 62,710
Marsh & McLennan Cos., Inc. COM 571748102 189,363 1,650,938 SH   SOLE   1,406,932 0 244,006
McDonald's Corp. COM 580135101 386 1,760 SH   SOLE   1,760 0 0
McKesson Corp. COM 58155Q103 394 2,645 SH   SOLE   2,645 0 0
Medtronic PLC COM G5960L103 379,961 3,656,279 SH   SOLE   3,204,467 0 451,812
MetLife, Inc. COM 59156R108 261,193 7,026,985 SH   SOLE   6,140,796 0 886,189
Microsoft Corp. COM 594918104 38,721 184,097 SH   SOLE   184,097 0 0
Mid-America Apartment Communit COM 59522J103 32,513 280,409 SH   SOLE   266,404 0 14,005
Molson Coors Beverage Co (Cl B COM 60871R209 26,027 775,551 SH   SOLE   743,451 0 32,100
Mondelez International, Inc. ( COM 609207105 440,133 7,661,142 SH   SOLE   6,643,558 0 1,017,584
Morgan Stanley COM 617446448 215,423 4,455,483 SH   SOLE   3,853,379 0 602,104
Mr. Cooper Group, Inc. COM 62482R107 88,917 3,983,733 SH   SOLE   3,843,392 0 140,341
Natus Medical, Inc. COM 639050103 7,581 442,558 SH   SOLE   442,558 0 0
Noble Energy, Inc. COM 655044105 124 14,500 SH   SOLE   14,500 0 0
Northern Trust Corp. COM 665859104 613 7,861 SH   SOLE   7,861 0 0
Novartis AG ADR ADR 66987V109 333 3,831 SH   SOLE   3,831 0 0
NVR, Inc. COM 62944T105 400,950 98,197 SH   SOLE   86,132 0 12,065
NXP Semiconductors NV COM N6596X109 12,580 100,793 SH   SOLE   100,793 0 0
O'Reilly Automotive, Inc. COM 67103H107 146,586 317,919 SH   SOLE   267,073 0 50,846
Parker-Hannifin Corp. COM 701094104 351,745 1,738,384 SH   SOLE   1,531,186 0 207,199
PepsiCo, Inc. COM 713448108 396,034 2,857,385 SH   SOLE   2,441,615 0 415,770
Perrigo Co. PLC COM G97822103 35,136 765,329 SH   SOLE   765,329 0 0
Pfizer, Inc. COM 717081103 319,707 8,711,358 SH   SOLE   7,731,723 0 979,635
Philip Morris International, I COM 718172109 112,601 1,501,541 SH   SOLE   1,276,040 0 225,501
Post Holdings, Inc. COM 737446104 149,181 1,734,666 SH   SOLE   1,652,653 0 82,013
ProAssurance Corp. COM 74267C106 38,144 2,438,868 SH   SOLE   2,319,572 0 119,296
Procter & Gamble Co. COM 742718109 420,139 3,022,803 SH   SOLE   2,575,862 0 446,941
Public Storage COM 74460D109 171,231 768,819 SH   SOLE   653,838 0 114,981
Red Rock Resorts, Inc. (Cl A) COM 75700L108 111,462 6,518,238 SH   SOLE   6,276,668 0 241,570
Reinsurance Group of America, COM 759351604 51,488 540,897 SH   SOLE   512,045 0 28,852
RenaissanceRe Holdings Ltd. COM G7496G103 56,970 335,631 SH   SOLE   319,967 0 15,664
Rogers Communications, Inc. (C COM 775109200 639 16,117 SH   SOLE   16,117 0 0
Sanmina-SCI Corp. COM 801056102 43,310 1,601,117 SH   SOLE   1,516,004 0 85,113
Seaboard Corp. COM 811543107 22,467 7,920 SH   SOLE   7,369 0 551
Sensata Technologies Holding P COM G8060N102 133,662 3,098,323 SH   SOLE   2,976,529 0 121,794
Sherwin-Williams Co. COM 824348106 178,946 256,834 SH   SOLE   223,696 0 33,138
South Jersey Industries, Inc. COM 838518108 57,433 2,980,411 SH   SOLE   2,847,840 0 132,571
SPX Flow, Inc. COM 78469X107 34,587 807,729 SH   SOLE   765,933 0 41,796
Stericycle, Inc. COM 858912108 65,359 1,036,457 SH   SOLE   991,367 0 45,090
Sterling Bancorp COM 85917A100 88,294 8,393,000 SH   SOLE   8,036,739 0 356,261
SVB Financial Group COM 78486Q101 88,456 367,615 SH   SOLE   355,467 0 12,148
Taiwan Semiconductor Manufactu ADS 874039100 480 5,922 SH   SOLE   5,922 0 0
TD Ameritrade Holding Corp. COM 87236Y108 36,856 941,405 SH   SOLE   941,405 0 0
TE Connectivity Ltd. COM H84989104 272 2,781 SH   SOLE   2,781 0 0
Texas Instruments, Inc. COM 882508104 260,248 1,822,590 SH   SOLE   1,574,410 0 248,180
Thermo Fisher Scientific, Inc. COM 883556102 1,117 2,529 SH   SOLE   2,529 0 0
TJX Cos., Inc. COM 872540109 308,242 5,538,934 SH   SOLE   4,832,030 0 706,904
Toro Co. COM 891092108 3,096 36,884 SH   SOLE   36,884 0 0
TriMas Corp. COM 896215209 4,061 178,134 SH   SOLE   178,134 0 0
UGI Corp. COM 902681105 89,961 2,727,759 SH   SOLE   2,608,949 0 118,810
V.F. Corp. COM 918204108 337,540 4,804,835 SH   SOLE   4,211,574 0 593,261
Vail Resorts, Inc. COM 91879Q109 111,469 520,955 SH   SOLE   501,603 0 19,352
Visa, Inc. (Cl A) COM 92826C839 212,654 1,063,430 SH   SOLE   931,402 0 132,028
W. R. Grace & Co COM 38388F108 91,913 2,281,282 SH   SOLE   2,232,576 0 48,706
Walt Disney Co. COM 254687106 408,837 3,294,949 SH   SOLE   2,851,781 0 443,169
Welbilt, Inc. COM 949090104 100 16,203 SH   SOLE   16,203 0 0
WESCO International, Inc. COM 95082P105 97,416 2,212,988 SH   SOLE   2,127,632 0 85,356
Weyerhaeuser Co. COM 962166104 135,396 4,747,416 SH   SOLE   4,088,344 0 659,072
Willis Towers Watson PLC COM G96629103 6,461 30,942 SH   SOLE   30,942 0 0
WNS (Holdings) Ltd. ADR ADR 92932M101 57,627 900,978 SH   SOLE   857,586 0 43,392
Wolverine World Wide, Inc. COM 978097103 27,374 1,059,348 SH   SOLE   996,149 0 63,199
WPX Energy, Inc. COM 98212B103 73 14,851 SH   SOLE   14,851 0 0
Zynga, Inc. (Cl A) COM 98986T108 541 59,324 SH   SOLE   59,324 0 0