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
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co COM 88579Y101   12,872,074 128,605 SH   SOLE   90,607 0 37,998
A10 Networks Inc COM 002121101   1,629,557 111,690 SH   SOLE   10,425 0 101,265
Abbott Laboratories COM 002824100   339,815 3,117 SH   SOLE   3,117 0 0
AbbVie Inc COM 00287Y109   30,800,895 228,612 SH   SOLE   161,166 0 67,446
ABM Industries Inc COM 000957100   5,753,826 134,908 SH   SOLE   109,233 0 25,675
Accenture plc COM G1151C101   357,644 1,159 SH   SOLE   1,159 0 0
Acco Brands Corp COM 00081T108   1,097,096 210,575 SH   SOLE   18,038 0 192,537
ACI Worldwide Inc COM 004498101   3,648,418 157,463 SH   SOLE   124,812 0 32,651
Acuity Brands Inc COM 00508Y102   12,855,596 78,830 SH   SOLE   55,462 0 23,368
Adobe Inc COM 00724F101   405,862 830 SH   SOLE   830 0 0
Adtalem Global Education Inc COM 00737L103   17,690,560 515,159 SH   SOLE   355,771 0 159,388
Advansix Inc COM 00773T101   991,543 28,346 SH   SOLE   2,468 0 25,878
AECOM COM 00766T100   8,296,656 97,965 SH   SOLE   9,939 0 88,026
AerCap Holdings NV COM N00985106   5,876,172 92,509 SH   SOLE   64,034 0 28,475
Affiliated Managers Group COM 008252108   2,049,746 13,675 SH   SOLE   1,459 0 12,216
AGCO Corp COM 001084102   13,425,473 102,157 SH   SOLE   72,359 0 29,798
Air Lease Corp Cl A COM 00912X302   7,077,714 169,121 SH   SOLE   135,491 0 33,630
Alaska Air Group Inc COM 011659109   6,654,041 125,123 SH   SOLE   86,278 0 38,845
Alight Inc Cl A COM 01626W101   12,385,998 1,340,476 SH   SOLE   932,097 0 408,379
Alliant Energy Corp COM 018802108   11,502,147 219,172 SH   SOLE   150,200 0 68,972
Allison Transmission Holdings COM 01973R101   22,350,030 395,856 SH   SOLE   293,910 0 101,946
Ally Financial Inc COM 02005N100   47,560,288 1,760,840 SH   SOLE   1,296,540 0 464,300
Alpha Metallurgical Resource I COM 020764106   1,516,714 9,228 SH   SOLE   846 0 8,382
Alphabet Inc Cap Stock Cl A COM 02079K305   8,388,815 70,082 SH   SOLE   70,082 0 0
Altria Group Inc COM 02209S103   202,672 4,474 SH   SOLE   4,474 0 0
Amazon.com Inc COM 023135106   1,885,657 14,465 SH   SOLE   14,465 0 0
Amcor PLC COM G0250X107   4,969,551 497,951 SH   SOLE   349,970 0 147,981
Amdocs Ltd COM G02602103   80,862,661 818,034 SH   SOLE   540,894 0 277,140
American Express Co COM 025816109   218,621 1,255 SH   SOLE   1,255 0 0
American Tower Corp COM 03027X100   13,631,267 70,286 SH   SOLE   70,286 0 0
Ameriprise Financial Inc COM 03076C106   32,674,911 98,371 SH   SOLE   68,700 0 29,671
AmerisourceBergen Corp COM 03073E105   33,768,386 175,484 SH   SOLE   123,757 0 51,727
Amgen Inc COM 031162100   31,638,294 142,502 SH   SOLE   100,561 0 41,941
Amicus Therapeutics Inc COM 03152W109   2,435,321 193,895 SH   SOLE   156,782 0 37,113
AMN Healthcare Services Inc COM 001744101   13,982,419 128,138 SH   SOLE   69,669 0 58,469
Andersons Inc COM 034164103   1,438,957 31,180 SH   SOLE   2,923 0 28,257
ANI Pharmaceuticals Inc COM 00182C103   5,785,541 107,478 SH   SOLE   87,408 0 20,070
APA Corporation COM 03743Q108   20,387,291 596,643 SH   SOLE   477,462 0 119,181
Apogee Enterprises Inc COM 037598109   1,091,098 22,985 SH   SOLE   2,009 0 20,976
Apple Inc COM 037833100   86,638,834 446,661 SH   SOLE   318,201 0 128,460
Applied Industrial Technologie COM 03820C105   5,070,643 35,011 SH   SOLE   3,502 0 31,509
Applied Materials Inc COM 038222105   80,232,709 555,090 SH   SOLE   388,501 0 166,589
ArcBest Corp COM 03937C105   3,983,221 40,316 SH   SOLE   3,878 0 36,438
Arch Capital Group Ltd COM G0450A105   16,849,109 225,105 SH   SOLE   183,225 0 41,880
Arch Resources Inc COM 03940R107   6,301,142 55,881 SH   SOLE   44,627 0 11,254
Archer-Daniels-Midland Co COM 039483102   5,363,249 70,980 SH   SOLE   50,146 0 20,834
Ardmore Shipping Corp COM Y0207T100   2,465,011 199,596 SH   SOLE   19,869 0 179,727
Arista Networks Inc COM 040413106   73,702,781 454,787 SH   SOLE   317,434 0 137,353
Assurant Inc COM 04621X108   12,679,993 100,859 SH   SOLE   69,212 0 31,647
AT&T Inc COM 00206R102   178,688 11,203 SH   SOLE   11,203 0 0
Ati Inc Com COM 01741R102   5,309,679 120,047 SH   SOLE   96,136 0 23,911
Atkore Intl Group Inc COM 047649108   14,657,424 93,994 SH   SOLE   66,414 0 27,580
Autoliv Inc COM 052800109   12,902,864 151,727 SH   SOLE   106,013 0 45,714
AutoNation Inc COM 05329W102   36,103,417 219,327 SH   SOLE   140,943 0 78,384
AutoZone Inc COM 053332102   25,621,767 10,276 SH   SOLE   7,193 0 3,083
AvalonBay Communities Inc COM 053484101   6,580,918 34,770 SH   SOLE   23,966 0 10,804
Avantax Inc Com COM 095229100   1,614,001 72,118 SH   SOLE   6,808 0 65,310
Avantor Inc COM 05352A100   9,667,890 470,686 SH   SOLE   321,472 0 149,214
Avient Corporation COM 05368V106   7,033,573 171,970 SH   SOLE   137,905 0 34,065
Axalta Coating Systems Ltd COM G0750C108   7,506,567 228,789 SH   SOLE   22,341 0 206,448
Axis Capital Holdings Ltd COM G0692U109   32,334,551 600,679 SH   SOLE   421,545 0 179,134
Baker Hughes Company COM 05722G100   17,813,974 563,555 SH   SOLE   393,857 0 169,698
Bank of America Corp COM 060505104   326,607 11,384 SH   SOLE   11,384 0 0
Bank of NT Butterfield & Son L COM G0772R208   1,288,300 47,087 SH   SOLE   4,136 0 42,951
Bank Ozk COM 06417N103   33,457,055 833,094 SH   SOLE   581,756 0 251,338
Beacon Roofing Supply Inc COM 073685109   9,295,752 112,024 SH   SOLE   89,742 0 22,282
Beazer Homes USA Inc COM 07556Q881   1,349,716 47,710 SH   SOLE   4,795 0 42,915
Belden Inc COM 077454106   6,542,843 68,404 SH   SOLE   54,628 0 13,776
Berkshire Hathaway Inc COM 084670702   14,716,878 43,158 SH   SOLE   43,158 0 0
Berry Global Group Inc COM 08579W103   5,642,361 87,696 SH   SOLE   61,705 0 25,991
Berry Pete Corp COM 08579X101   778,011 113,083 SH   SOLE   10,570 0 102,513
Bio Rad Laboratories Inc Cl A COM 090572207   30,111,985 79,426 SH   SOLE   55,402 0 24,024
Biogen Inc COM 09062X103   30,426,253 106,815 SH   SOLE   74,952 0 31,863
BlackRock Inc COM 09247X101   208,033 301 SH   SOLE   301 0 0
Bloomin' Brands Inc COM 094235108   10,380,347 386,030 SH   SOLE   257,683 0 128,347
Boise Cascade Co COM 09739D100   1,675,270 18,542 SH   SOLE   1,646 0 16,896
Booz Allen Hamilton Holding Co COM 099502106   82,126,663 735,902 SH   SOLE   516,805 0 219,097
BorgWarner Inc COM 099724106   13,868,186 283,545 SH   SOLE   199,362 0 84,183
Box Inc Cl A COM 10316T104   2,939,116 100,038 SH   SOLE   9,645 0 90,393
Boyd Gaming Corp COM 103304101   26,950,037 388,497 SH   SOLE   271,783 0 116,714
BP p.l.c. COM 055622104   17,479,384 495,307 SH   SOLE   345,524 0 149,783
Bright Horizons Family Solutio COM 109194100   2,590,264 28,018 SH   SOLE   2,812 0 25,206
Bristol-Myers Squibb Co COM 110122108   30,697,215 480,019 SH   SOLE   339,190 0 140,829
Bristow Group Inc COM 11040G103   2,293,085 79,815 SH   SOLE   7,482 0 72,333
Broadcom Inc COM 11135F101   615,008 709 SH   SOLE   709 0 0
Brown & Brown Inc COM 115236101   5,721,292 83,110 SH   SOLE   57,152 0 25,958
Builders FirstSource Inc COM 12008R107   10,644,856 78,271 SH   SOLE   33,607 0 44,664
Cabot Corp COM 127055101   5,275,347 78,866 SH   SOLE   63,473 0 15,393
CACI International Inc COM 127190304   3,914,888 11,486 SH   SOLE   1,136 0 10,350
Cadence Bank Com COM 12740C103   12,067,562 614,438 SH   SOLE   488,501 0 125,937
Cadence Design Systems Inc COM 127387108   79,231,878 337,847 SH   SOLE   235,962 0 101,885
Cal-Maine Foods Inc COM 128030202   8,088,300 179,740 SH   SOLE   113,533 0 66,207
Calavo Growers Inc COM 128246105   997,998 34,390 SH   SOLE   3,130 0 31,260
California Resources Corp Stoc COM 13057Q305   1,718,484 37,944 SH   SOLE   3,546 0 34,398
Campbell Soup Co COM 134429109   4,346,792 95,095 SH   SOLE   9,811 0 85,284
Cannae Holdings Inc COM 13765N107   11,421,863 565,159 SH   SOLE   454,068 0 111,091
Capital Bancorp Inc MD Com COM 139737100   2,255,369 124,606 SH   SOLE   98,768 0 25,838
Capital One Financial Corp COM 14040H105   34,241,013 313,075 SH   SOLE   217,939 0 95,136
Cardinal Health Inc COM 14149Y108   33,593,250 355,221 SH   SOLE   250,717 0 104,504
Carlisle Cos Inc COM 142339100   34,804,964 135,676 SH   SOLE   100,223 0 35,453
CarMax Inc COM 143130102   16,662,745 199,077 SH   SOLE   159,749 0 39,328
Carter's Inc COM 146229109   2,164,206 29,810 SH   SOLE   2,795 0 27,015
Caseys General Stores Inc COM 147528103   31,323,947 128,440 SH   SOLE   81,089 0 47,351
Caterpillar Inc COM 149123101   238,669 970 SH   SOLE   970 0 0
Cathay General Bancorp COM 149150104   4,481,073 139,207 SH   SOLE   77,713 0 61,494
Cboe Global Markets Inc COM 12503M108   3,227,916 23,389 SH   SOLE   2,281 0 21,108
Celanese Corp COM 150870103   5,846,279 50,486 SH   SOLE   35,245 0 15,241
Centene Corp COM 15135B101   31,848,878 472,185 SH   SOLE   331,363 0 140,822
Chesapeake Energy Corp COM 165167735   3,084,445 36,860 SH   SOLE   3,455 0 33,405
Chevron Corp COM 166764100   464,655 2,953 SH   SOLE   2,953 0 0
Chicos FAS Inc COM 168615102   1,202,680 224,800 SH   SOLE   21,151 0 203,649
Cinemark Holdings Inc COM 17243V102   2,044,004 123,879 SH   SOLE   12,096 0 111,783
Cisco Systems Inc COM 17275R102   388,516 7,509 SH   SOLE   7,509 0 0
Citigroup Inc COM 172967424   29,484,430 640,409 SH   SOLE   449,010 0 191,399
Civitas Resources Inc New COM 17888H103   16,403,300 236,461 SH   SOLE   165,016 0 71,445
Clearwater Paper Corp COM 18538R103   4,468,049 142,658 SH   SOLE   113,643 0 29,015
Cleveland Cliffs Inc COM 185899101   5,578,080 332,821 SH   SOLE   235,007 0 97,814
CMS Energy Corp COM 125896100   10,943,186 186,267 SH   SOLE   128,139 0 58,128
CNX Resources Corp COM 12653C108   16,613,811 937,574 SH   SOLE   681,338 0 256,236
Cohu Inc COM 192576106   2,520,074 60,637 SH   SOLE   5,320 0 55,317
Columbus McKinnon Corporation COM 199333105   2,362,131 58,109 SH   SOLE   5,447 0 52,662
Comcast Corp COM 20030N101   335,101 8,065 SH   SOLE   8,065 0 0
Comerica Inc COM 200340107   3,875,432 91,488 SH   SOLE   62,308 0 29,180
Commerce Bancshares Inc COM 200525103   2,662,283 54,667 SH   SOLE   5,332 0 49,335
Commercial Metals Co COM 201723103   8,167,092 155,091 SH   SOLE   83,842 0 71,249
Community Trust Bancorp Inc COM 204149108   996,138 28,005 SH   SOLE   2,583 0 25,422
CommVault Systems Inc COM 204166102   2,399,873 33,047 SH   SOLE   2,870 0 30,177
Conduent Inc COM 206787103   4,147,711 1,219,915 SH   SOLE   953,291 0 266,624
ConnectOne Bancorp Inc COM 20786W107   1,796,481 108,287 SH   SOLE   88,019 0 20,268
ConocoPhillips COM 20825C104   17,621,678 170,077 SH   SOLE   119,281 0 50,796
Corporate Office Properties Tr COM 22002T108   13,669,099 575,541 SH   SOLE   458,182 0 117,359
Cracker Barrel Old Country Sto COM 22410J106   1,957,153 21,004 SH   SOLE   1,969 0 19,035
Credit Acceptance Corp COM 225310101   2,130,258 4,194 SH   SOLE   441 0 3,753
Crossfirst Bankshares Inc COM 22766M109   954,270 95,427 SH   SOLE   8,952 0 86,475
CSG Systems Intl Inc COM 126349109   1,814,309 34,401 SH   SOLE   3,225 0 31,176
Cummins Inc COM 231021106   14,120,481 57,597 SH   SOLE   40,528 0 17,069
Curtiss-Wright Corp COM 231561101   6,512,767 35,461 SH   SOLE   28,226 0 7,235
CVS Health Corp COM 126650100   31,904,117 461,509 SH   SOLE   324,203 0 137,306
D.R. Horton Inc COM 23331A109   29,675,688 243,863 SH   SOLE   170,746 0 73,117
Danaher Corp COM 235851102   286,800 1,195 SH   SOLE   1,195 0 0
DaVita Inc COM 23918K108   36,853,702 366,813 SH   SOLE   221,051 0 145,762
Deckers Outdoor Corp COM 243537107   30,840,144 58,447 SH   SOLE   40,953 0 17,494
Dicks Sporting Goods Inc COM 253393102   26,036,142 196,960 SH   SOLE   138,264 0 58,696
Dillard's Inc COM 254067101   31,275,243 95,854 SH   SOLE   63,000 0 32,854
Diodes Inc COM 254543101   8,884,034 96,054 SH   SOLE   76,709 0 19,345
Discover Financial Services COM 254709108   34,352,381 293,987 SH   SOLE   205,446 0 88,541
Dollar General Corp COM 256677105   11,809,727 69,559 SH   SOLE   69,559 0 0
Donnelley Financial Solutions COM 25787G100   9,442,649 207,394 SH   SOLE   165,627 0 41,767
Douglas Dynamics Inc COM 25960R105   7,454,940 249,496 SH   SOLE   198,635 0 50,861
Dover Corp COM 260003108   37,626,978 254,839 SH   SOLE   195,257 0 59,582
Dow Inc COM 260557103   5,447,113 102,274 SH   SOLE   72,085 0 30,189
DROPBOX INC COM 26210C104   5,237,588 196,385 SH   SOLE   19,373 0 177,012
Dt Midstream Inc Common Stock COM 23345M107   11,073,988 223,401 SH   SOLE   111,079 0 112,322
DXC Technology Co COM 23355L106   3,369,285 126,096 SH   SOLE   12,261 0 113,835
East West Bancorp Inc COM 27579R104   9,078,138 171,967 SH   SOLE   146,182 0 25,785
Eastman Chemical Co COM 277432100   16,806,957 200,752 SH   SOLE   115,532 0 85,220
EchoStar Corp COM 278768106   570,555 32,904 SH   SOLE   3,087 0 29,817
Ecovyst Inc COM 27923Q109   6,258,719 546,136 SH   SOLE   433,087 0 113,049
Edison International COM 281020107   15,037,245 216,519 SH   SOLE   152,412 0 64,107
Element Solutions Inc COM 28618M106   20,563,258 1,071,003 SH   SOLE   799,421 0 271,582
Elevance Health Inc COM 036752103   30,062,439 67,664 SH   SOLE   47,196 0 20,468
Embecta Corp Common Stock COM 29082K105   1,882,526 87,154 SH   SOLE   8,170 0 78,984
EMCOR Group Inc COM 29084Q100   30,045,967 162,604 SH   SOLE   94,258 0 68,346
Emerson Electric Co COM 291011104   14,340,102 158,647 SH   SOLE   112,230 0 46,417
Encompass Health Corp COM 29261A100   24,749,901 365,528 SH   SOLE   273,096 0 92,432
Encore Cap Group Inc COM 292554102   979,401 20,144 SH   SOLE   1,832 0 18,312
Energizer Holdings Inc COM 29272W109   1,661,135 49,468 SH   SOLE   4,447 0 45,021
EnerSys COM 29275Y102   12,092,058 111,427 SH   SOLE   88,979 0 22,448
Enhabit Inc COM 29332G102   2,954,523 256,915 SH   SOLE   210,962 0 45,953
Enovis Corp COM 194014502   12,228,261 190,709 SH   SOLE   169,081 0 21,628
Enstar Group Limited COM G3075P101   2,006,676 8,216 SH   SOLE   770 0 7,446
Envista Holdings Corp COM 29415F104   5,098,707 150,671 SH   SOLE   118,518 0 32,153
EPR Properties COM 26884U109   3,515,522 75,118 SH   SOLE   59,769 0 15,349
EQT Corp COM 26884L109   21,954,906 533,793 SH   SOLE   374,239 0 159,554
Equinix Inc COM 29444U700   4,491,976 5,730 SH   SOLE   5,730 0 0
Equitable Holdings Inc COM 29452E101   5,092,419 187,497 SH   SOLE   18,300 0 169,197
Equitrans Midstream Corp COM 294600101   4,015,171 419,997 SH   SOLE   36,195 0 383,802
Esab Corporation Com COM 29605J106   13,247,049 199,084 SH   SOLE   179,699 0 19,385
Essent Group Ltd COM G3198U102   2,604,701 55,656 SH   SOLE   5,097 0 50,559
Ethan Allen Interiors Inc COM 297602104   1,102,043 38,969 SH   SOLE   3,842 0 35,127
Euronet Worldwide Inc COM 298736109   3,162,417 26,944 SH   SOLE   2,512 0 24,432
Evercore Inc Class A COM 29977A105   11,502,768 93,072 SH   SOLE   69,790 0 23,282
Everest Reinsurance Group Ltd COM G3223R108   4,661,261 13,635 SH   SOLE   1,380 0 12,255
Evergy Inc COM 30034W106   20,620,332 352,967 SH   SOLE   186,197 0 166,770
Expedia Group Inc COM 30212P303   4,457,971 40,753 SH   SOLE   4,378 0 36,375
Exxon Mobil Corp COM 30231G102   725,546 6,765 SH   SOLE   6,765 0 0
F.N.B. Corporation COM 302520101   5,868,960 513,021 SH   SOLE   410,099 0 102,922
Fair Isaac Corp COM 303250104   5,992,200 7,405 SH   SOLE   694 0 6,711
Federated Hermes Inc Cl B COM 314211103   1,644,941 45,884 SH   SOLE   4,301 0 41,583
FedEx Corp COM 31428X106   10,694,158 43,139 SH   SOLE   43,139 0 0
Fidelity Natl Financial Inc COM 31620R303   44,676,612 1,241,017 SH   SOLE   802,203 0 438,814
First Financial Bancorp OH Com COM 320209109   1,351,268 66,109 SH   SOLE   6,154 0 59,955
First Financial Corp COM 320218100   1,006,083 30,985 SH   SOLE   2,905 0 28,080
First Interstate BancSystem In COM 32055Y201   4,309,104 180,751 SH   SOLE   143,165 0 37,586
First Merchants Corp COM 320817109   1,327,826 47,036 SH   SOLE   4,274 0 42,762
FirstEnergy Corp COM 337932107   15,216,582 391,373 SH   SOLE   274,700 0 116,673
FleetCor Technologies Inc COM 339041105   80,270,025 319,699 SH   SOLE   221,900 0 97,799
Forrester Research Inc COM 346563109   1,417,439 48,726 SH   SOLE   4,539 0 44,187
Fortinet Inc COM 34959E109   84,023,954 1,111,575 SH   SOLE   782,462 0 329,113
Fortive Corp COM 34959J108   28,507,782 381,273 SH   SOLE   318,537 0 62,736
Franklin Resources Inc COM 354613101   30,584,740 1,145,067 SH   SOLE   798,854 0 346,213
Gartner Inc COM 366651107   77,321,824 220,724 SH   SOLE   154,232 0 66,492
General Mills Inc COM 370334104   27,188,233 354,475 SH   SOLE   248,837 0 105,638
General Motors Co COM 37045V100   5,059,380 131,208 SH   SOLE   131,208 0 0
Gentex Corp COM 371901109   14,128,367 482,856 SH   SOLE   337,366 0 145,490
Genuine Parts Co COM 372460105   13,552,277 80,082 SH   SOLE   56,213 0 23,869
German American Bancorp Inc COM 373865104   3,807,184 140,073 SH   SOLE   111,676 0 28,397
Global Payments Inc COM 37940X102   22,469,555 228,071 SH   SOLE   185,595 0 42,476
GoDaddy Inc COM 380237107   10,250,362 136,435 SH   SOLE   93,866 0 42,569
Golden Entertainment Inc COM 381013101   1,265,370 30,272 SH   SOLE   2,888 0 27,384
Grand Canyon Ed Inc COM 38526M106   1,902,470 18,433 SH   SOLE   1,825 0 16,608
Great Southern Bancorp Inc COM 390905107   998,722 19,687 SH   SOLE   1,741 0 17,946
Greif Inc COM 397624107   1,375,251 19,963 SH   SOLE   1,801 0 18,162
Group 1 Automotive Inc COM 398905109   2,058,606 7,976 SH   SOLE   719 0 7,257
Guess Inc COM 401617105   1,312,836 67,498 SH   SOLE   6,328 0 61,170
Gulfport Energy Corp Common Sh COM 402635502   1,181,512 11,245 SH   SOLE   1,054 0 10,191
H&R Block Inc COM 093671105   2,795,350 87,711 SH   SOLE   8,826 0 78,885
Hancock Whitney Corp COM 410120109   5,632,917 146,767 SH   SOLE   118,533 0 28,234
Harley-Davidson Inc COM 412822108   3,013,694 85,592 SH   SOLE   8,651 0 76,941
Hawaiian Electric Industries I COM 419870100   2,619,685 72,367 SH   SOLE   7,399 0 64,968
HCA Healthcare Inc COM 40412C101   42,723,914 140,780 SH   SOLE   107,906 0 32,874
Heidrick & Struggles Intl Inc COM 422819102   997,919 37,700 SH   SOLE   3,830 0 33,870
Helmerich & Payne Inc COM 423452101   6,527,338 184,128 SH   SOLE   147,026 0 37,102
Henry Jack & Assoc Inc COM 426281101   5,942,558 35,514 SH   SOLE   3,096 0 32,418
Heritage Comm Corp COM 426927109   1,045,615 126,282 SH   SOLE   11,838 0 114,444
Hewlett Packard Enterprise Co COM 42824C109   7,939,781 472,606 SH   SOLE   47,734 0 424,872
Hillenbrand Inc COM 431571108   3,813,232 74,361 SH   SOLE   6,957 0 67,404
Hologic Inc COM 436440101   38,378,242 473,981 SH   SOLE   285,093 0 188,888
Home Bancshares Inc COM 436893200   3,283,109 143,996 SH   SOLE   117,140 0 26,856
Honeywell Intl Inc COM 438516106   252,735 1,218 SH   SOLE   1,218 0 0
Humana Inc COM 444859102   28,410,193 63,539 SH   SOLE   44,257 0 19,282
Huntsman Corp COM 447011107   5,327,263 197,160 SH   SOLE   137,777 0 59,383
Independent Bank Corp COM 453838609   981,594 57,877 SH   SOLE   5,914 0 51,963
Ingles Markets Inc COM 457030104   1,304,217 15,780 SH   SOLE   1,479 0 14,301
Ingredion Inc COM 457187102   4,943,203 46,656 SH   SOLE   32,659 0 13,997
Innovative Industrial Properti COM 45781V101   5,402,156 73,992 SH   SOLE   58,596 0 15,396
Installed Building Prods Inc COM 45780R101   9,920,525 70,780 SH   SOLE   56,825 0 13,955
Insteel Industries Inc COM 45774W108   894,295 28,737 SH   SOLE   2,781 0 25,956
International Paper Co COM 460146103   8,666,444 272,444 SH   SOLE   120,312 0 152,132
Interpublic Group of Cos Inc COM 460690100   28,104,874 728,483 SH   SOLE   510,485 0 217,998
Intl Business Machines Corp COM 459200101   239,118 1,787 SH   SOLE   1,787 0 0
Intuit Inc COM 461202103   76,732,621 167,469 SH   SOLE   117,039 0 50,430
Ipg Photonics Corp COM 44980X109   9,020,893 66,418 SH   SOLE   52,793 0 13,625
Ironwood Pharmaceuticals Inc C COM 46333X108   2,646,753 248,755 SH   SOLE   23,284 0 225,471
ITT Inc COM 45073V108   12,998,694 139,456 SH   SOLE   111,345 0 28,111
J.M. Smucker Co COM 832696405   30,088,944 203,758 SH   SOLE   142,754 0 61,004
Jacobs Solutions Inc COM 46982L108   13,346,948 112,263 SH   SOLE   78,404 0 33,859
Janus Henderson Group PLC COM G4474Y214   1,761,958 64,659 SH   SOLE   6,591 0 58,068
Jazz Pharmaceuticals plc COM G50871105   29,638,996 239,082 SH   SOLE   166,251 0 72,831
Jefferies Financial Group Inc COM 47233W109   2,406,019 72,536 SH   SOLE   6,908 0 65,628
Johnson & Johnson COM 478160104   719,846 4,349 SH   SOLE   4,349 0 0
Johnson Controls Intl plc COM G51502105   9,423,694 138,299 SH   SOLE   138,299 0 0
JPMorgan Chase & Co COM 46625H100   687,786 4,729 SH   SOLE   4,729 0 0
Keysight Technologies Inc COM 49338L103   76,658,945 457,802 SH   SOLE   320,801 0 137,001
KLA-Tencor Corp COM 482480100   85,628,341 176,546 SH   SOLE   124,283 0 52,263
Knight-Swift Trans Holdings In COM 499049104   12,829,749 230,917 SH   SOLE   161,341 0 69,576
Korn Ferry COM 500643200   5,901,353 119,123 SH   SOLE   72,486 0 46,637
Kroger Co COM 501044101   30,009,829 638,507 SH   SOLE   447,084 0 191,423
L3harris Technologies Inc COM 502431109   13,407,700 68,487 SH   SOLE   53,631 0 14,856
Laboratory Corp of America Hol COM 50540R409   33,997,605 140,876 SH   SOLE   99,964 0 40,912
Lamar Advertising Co COM 512816109   8,284,001 83,466 SH   SOLE   57,377 0 26,089
Landstar System Inc COM 515098101   6,303,375 32,738 SH   SOLE   3,200 0 29,538
Lear Corp COM 521865204   13,279,811 92,510 SH   SOLE   65,431 0 27,079
Leidos Holdings Inc COM 525327102   8,821,456 99,700 SH   SOLE   10,348 0 89,352
Lennar Corp COM 526057104   29,398,854 234,609 SH   SOLE   164,574 0 70,035
Leslies Inc COM 527064109   7,598,510 809,213 SH   SOLE   648,531 0 160,682
Life Storage Inc COM 53223X107   5,441,787 40,928 SH   SOLE   27,938 0 12,990
Lilly Eli and Co COM 532457108   677,676 1,445 SH   SOLE   1,445 0 0
Linde PLC COM G54950103   327,348 859 SH   SOLE   859 0 0
Littelfuse Inc COM 537008104   19,272,196 66,157 SH   SOLE   47,941 0 18,216
Livanova PLC COM G5509L101   5,907,096 114,857 SH   SOLE   91,854 0 23,003
Louisiana-Pacific Corp COM 546347105   6,167,780 82,259 SH   SOLE   57,642 0 24,617
Lowe's Cos Inc COM 548661107   9,885,660 43,800 SH   SOLE   43,800 0 0
LSB Industries Inc COM 502160104   994,259 100,940 SH   SOLE   9,302 0 91,638
LyondellBasell Industries N.V. COM N53745100   5,350,199 58,262 SH   SOLE   41,134 0 17,128
Magnolia Oil & Gas Corp Cl A COM 559663109   16,037,615 767,350 SH   SOLE   612,765 0 154,585
Marathon Oil Corp COM 565849106   17,389,515 755,409 SH   SOLE   530,766 0 224,643
Marcus Corp COM 566330106   1,142,474 77,038 SH   SOLE   7,222 0 69,816
Markel Group Inc COM 570535104   24,909,689 18,009 SH   SOLE   15,484 0 2,525
Marriott Intl Inc COM 571903202   27,956,883 152,196 SH   SOLE   106,477 0 45,719
Marriott Vacations Worldwide C COM 57164Y107   7,304,785 59,524 SH   SOLE   40,947 0 18,577
Masco Corp COM 574599106   13,820,375 240,857 SH   SOLE   168,304 0 72,553
Masonite Intl Corp COM 575385109   1,274,763 12,444 SH   SOLE   1,122 0 11,322
Mastercard Incorporated COM 57636Q104   575,005 1,462 SH   SOLE   1,462 0 0
Matthews Intl Corp Cl A COM 577128101   2,545,139 59,717 SH   SOLE   6,035 0 53,682
McDonalds Corp COM 580135101   379,876 1,273 SH   SOLE   1,273 0 0
McKesson Corp COM 58155Q103   33,227,626 77,760 SH   SOLE   54,514 0 23,246
Medical Properties Trust Inc COM 58463J304   3,672,599 396,609 SH   SOLE   270,449 0 126,160
Medifast Inc COM 58470H101   1,532,529 16,629 SH   SOLE   1,653 0 14,976
Medtronic plc COM G5960L103   226,153 2,567 SH   SOLE   2,567 0 0
Merchants Bancorp Ind Com COM 58844R108   1,114,009 43,550 SH   SOLE   4,091 0 39,459
Merck & Co Inc COM 58933Y105   501,947 4,350 SH   SOLE   4,350 0 0
Meritage Homes Corp COM 59001A102   8,925,593 62,737 SH   SOLE   50,520 0 12,217
Meta Platforms Inc COM 30303M102   1,071,009 3,732 SH   SOLE   3,732 0 0
Methode Electronics Inc COM 591520200   4,360,751 130,094 SH   SOLE   104,204 0 25,890
MetLife Inc COM 59156R108   32,435,162 573,769 SH   SOLE   400,885 0 172,884
MGIC Inv Corp WI COM 552848103   2,822,099 178,727 SH   SOLE   17,264 0 161,463
Microsoft Corp COM 594918104   4,032,334 11,841 SH   SOLE   11,841 0 0
Midland Sts Bancorp Inc COM 597742105   990,284 49,738 SH   SOLE   4,879 0 44,859
Minerals Technologies Inc COM 603158106   1,202,721 20,848 SH   SOLE   1,954 0 18,894
Modine Manufacturing Co COM 607828100   8,096,075 245,187 SH   SOLE   195,782 0 49,405
Molina Healthcare Inc COM 60855R100   32,617,363 108,277 SH   SOLE   75,578 0 32,699
Molson Coors Brewing Co COM 60871R209   36,530,534 554,838 SH   SOLE   351,366 0 203,472
Moodys Corp COM 615369105   9,883,246 28,423 SH   SOLE   28,423 0 0
Moog Inc COM 615394202   7,736,914 71,354 SH   SOLE   56,896 0 14,458
Movado Group Inc COM 624580106   1,059,785 39,500 SH   SOLE   3,995 0 35,505
Mueller Industries Inc COM 624756102   13,595,518 155,769 SH   SOLE   108,847 0 46,922
Murphy USA Inc COM 626755102   32,664,994 104,995 SH   SOLE   67,542 0 37,453
National Storage Affiliates Tr COM 637870106   13,898,076 399,026 SH   SOLE   318,703 0 80,323
NetScout Systems Inc COM 64115T104   1,986,247 64,176 SH   SOLE   5,658 0 58,518
New York Times Co Cl A COM 650111107   2,820,435 71,621 SH   SOLE   7,286 0 64,335
Nexstar Media Group Inc COM 65336K103   33,885,264 203,454 SH   SOLE   146,133 0 57,321
Nextgen Healthcare Inc COM 65343C102   1,628,310 100,389 SH   SOLE   9,411 0 90,978
NMI Holdings Inc Cl A COM 629209305   11,484,013 444,772 SH   SOLE   307,547 0 137,225
Nordstrom Inc COM 655664100   2,727,218 133,230 SH   SOLE   12,846 0 120,384
Northwest Bancshares Inc COM 667340103   1,270,866 119,893 SH   SOLE   11,239 0 108,654
Northwest Nat Holding Co COM 66765N105   1,840,258 42,747 SH   SOLE   3,837 0 38,910
Northwestern Corp COM 668074305   10,933,338 192,624 SH   SOLE   153,050 0 39,574
Nucor Corp COM 670346105   5,901,804 35,991 SH   SOLE   25,311 0 10,680
NVIDIA Corp COM 67066G104   1,243,679 2,940 SH   SOLE   2,940 0 0
NVR Inc COM 62944T105   33,709,091 5,308 SH   SOLE   3,312 0 1,996
O'Reilly Automotive Inc COM 67103H107   27,558,494 28,848 SH   SOLE   20,206 0 8,642
O-I Glass Inc Com COM 67098H104   1,529,126 71,689 SH   SOLE   6,241 0 65,448
Oceaneering Intl Inc COM 675232102   2,460,789 131,593 SH   SOLE   12,544 0 119,049
OceanFirst Financial Corp COM 675234108   4,578,081 293,091 SH   SOLE   234,436 0 58,655
OFG Bancorp Com COM 67103X102   1,220,075 46,782 SH   SOLE   4,305 0 42,477
Old Natl Bancorp COM 680033107   2,193,752 157,371 SH   SOLE   14,568 0 142,803
Old Republic Intl Corp COM 680223104   3,491,633 138,722 SH   SOLE   13,703 0 125,019
Olin Corp COM 680665205   2,852,145 55,500 SH   SOLE   5,337 0 50,163
Olympic Steel Inc COM 68162K106   994,014 20,286 SH   SOLE   1,899 0 18,387
Omnicom Group Inc COM 681919106   28,036,138 294,652 SH   SOLE   206,191 0 88,461
ON Semiconductor Corp COM 682189105   80,915,082 855,520 SH   SOLE   598,079 0 257,441
OneMain Holdings Inc COM 68268W103   23,637,164 541,020 SH   SOLE   409,864 0 131,156
Oracle Corp COM 68389X105   342,026 2,872 SH   SOLE   2,872 0 0
Oshkosh Corp COM 688239201   14,078,235 162,585 SH   SOLE   114,811 0 47,774
OSI Systems Inc COM 671044105   5,755,406 48,845 SH   SOLE   38,876 0 9,969
Ovintiv Inc COM 69047Q102   21,242,908 557,996 SH   SOLE   337,642 0 220,354
Owens Corning COM 690742101   9,461,381 72,501 SH   SOLE   34,016 0 38,485
Oxford Industries Inc COM 691497309   6,809,680 69,190 SH   SOLE   44,037 0 25,153
Packaging Corp of America COM 695156109   8,618,154 65,210 SH   SOLE   29,687 0 35,523
Parker-Hannifin Corp COM 701094104   14,211,107 36,435 SH   SOLE   25,948 0 10,487
Patrick Industries Inc COM 703343103   1,418,640 17,733 SH   SOLE   1,662 0 16,071
Paychex Inc COM 704326107   73,596,924 657,879 SH   SOLE   461,334 0 196,545
PBF Energy Inc COM 69318G106   2,833,908 69,221 SH   SOLE   6,482 0 62,739
PDC Energy Inc COM 69327R101   22,099,712 310,651 SH   SOLE   224,409 0 86,242
Peapack-Gladstone Financial Co COM 704699107   1,007,755 37,214 SH   SOLE   4,055 0 33,159
Pediatrix Medical Group Inc COM 58502B106   2,032,954 143,065 SH   SOLE   13,411 0 129,654
Penske Automotive Group Inc COM 70959W103   35,492,523 213,002 SH   SOLE   137,228 0 75,774
Peoples Bancorp Inc COM 709789101   1,073,788 40,444 SH   SOLE   3,847 0 36,597
PepsiCo Inc COM 713448108   490,092 2,646 SH   SOLE   2,646 0 0
Pfizer Inc COM 717081103   360,234 9,821 SH   SOLE   9,821 0 0
Philip Morris Intl Inc COM 718172109   322,732 3,306 SH   SOLE   3,306 0 0
Photronics Inc COM 719405102   6,606,366 256,160 SH   SOLE   204,727 0 51,433
Pinnacle Financial Partners In COM 72346Q104   21,744,196 383,834 SH   SOLE   293,804 0 90,030
Pinnacle West Capital Corp COM 723484101   15,660,278 192,245 SH   SOLE   134,675 0 57,570
Piper Sandler Companies COM 724078100   1,151,577 8,909 SH   SOLE   803 0 8,106
Portland General Electric Co COM 736508847   16,015,579 341,994 SH   SOLE   273,133 0 68,861
Post Holdings Inc COM 737446104   2,591,008 29,902 SH   SOLE   3,136 0 26,766
PPL Corp COM 69351T106   14,414,588 544,769 SH   SOLE   381,786 0 162,983
Preferred Bank Los Angeles CA COM 740367404   1,132,849 20,601 SH   SOLE   2,058 0 18,543
Premier Inc COM 74051N102   3,180,209 114,975 SH   SOLE   11,289 0 103,686
Prestige Consmr Healthcare Inc COM 74112D101   8,806,219 148,178 SH   SOLE   118,420 0 29,758
Primo Water Corporation COM 74167P108   5,258,448 419,334 SH   SOLE   335,125 0 84,209
Principal Financial Group Inc COM 74251V102   3,387,621 44,668 SH   SOLE   4,672 0 39,996
Procter & Gamble Co COM 742718109   655,972 4,323 SH   SOLE   4,323 0 0
Prog Holdings Inc COM 74319R101   5,894,662 183,520 SH   SOLE   116,360 0 67,160
Propetro Holding Corp COM 74347M108   2,026,694 245,958 SH   SOLE   22,932 0 223,026
Prosperity Bancshares Inc COM 743606105   15,004,816 265,666 SH   SOLE   212,197 0 53,469
Public Service Enterprise Grou COM 744573106   15,222,808 243,137 SH   SOLE   170,171 0 72,966
PulteGroup Inc COM 745867101   35,017,833 450,796 SH   SOLE   283,367 0 167,429
QCR Holdings Inc COM 74727A104   3,686,012 89,837 SH   SOLE   71,558 0 18,279
QUALCOMM Inc COM 747525103   263,078 2,210 SH   SOLE   2,210 0 0
Qualys Inc COM 74758T303   3,034,591 23,493 SH   SOLE   2,028 0 21,465
Quanex Building Products Corp COM 747619104   8,863,829 330,124 SH   SOLE   241,437 0 88,687
Quest Diagnostics Inc COM 74834L100   39,397,703 280,291 SH   SOLE   167,907 0 112,384
Quidel Corp COM 219798105   12,605,658 152,132 SH   SOLE   121,516 0 30,616
Radian Group Inc COM 750236101   2,731,529 108,051 SH   SOLE   10,494 0 97,557
Ramaco Resources Inc Cl A COM 75134P600   3,908,395 463,080 SH   SOLE   353,214 0 109,866
Ramaco Resources Inc Cl B COM 75134P501   979,929 92,359 SH   SOLE   70,386 0 21,973
Range Resources Corp COM 75281A109   18,010,881 612,615 SH   SOLE   431,393 0 181,222
Raytheon Technologies Corp COM 75513E101   256,655 2,620 SH   SOLE   2,620 0 0
RBB Bancorp COM 74930B105   2,373,827 198,813 SH   SOLE   158,360 0 40,453
Regions Financial Corp COM 7591EP100   35,073,021 1,968,183 SH   SOLE   1,232,432 0 735,751
Reliance Steel & Aluminum Co COM 759509102   9,757,957 35,929 SH   SOLE   16,768 0 19,161
Republic Services Inc COM 760759100   22,994,340 150,123 SH   SOLE   125,063 0 25,060
Rex American Resources Corp COM 761624105   951,044 27,321 SH   SOLE   2,613 0 24,708
Rhythm Pharmaceuticals Inc COM 76243J105   3,601,828 218,425 SH   SOLE   176,035 0 42,390
Royal Caribbean Group COM V7780T103   32,360,552 311,939 SH   SOLE   217,969 0 93,970
Rush Enterprises Inc Cl A COM 781846209   1,662,211 27,366 SH   SOLE   2,565 0 24,801
Ryder System Inc COM 783549108   13,159,832 155,205 SH   SOLE   108,992 0 46,213
Ryerson Holding Corp COM 783754104   1,241,319 28,615 SH   SOLE   2,677 0 25,938
Sabra Health Care REIT Inc COM 78573L106   6,594,943 560,318 SH   SOLE   448,483 0 111,835
Salesforce Inc COM 79466L302   370,550 1,754 SH   SOLE   1,754 0 0
Sandy Spring Bancorp Inc COM 800363103   1,992,597 87,857 SH   SOLE   71,336 0 16,521
Sanmina Corporation Com COM 801056102   6,832,087 113,358 SH   SOLE   90,732 0 22,626
SBA Communications Corp COM 78410G104   12,858,277 55,481 SH   SOLE   38,094 0 17,387
Schein Henry Inc COM 806407102   39,769,331 490,374 SH   SOLE   299,560 0 190,814
Schlumberger Ltd COM 806857108   7,915,786 161,152 SH   SOLE   161,152 0 0
Science Applications Intl Corp COM 808625107   12,639,040 112,367 SH   SOLE   90,260 0 22,107
Scotts Miracle-Gro Co Cl A COM 810186106   2,054,101 32,766 SH   SOLE   26,171 0 6,595
Sealed Air Corp COM 81211K100   11,773,800 294,345 SH   SOLE   202,359 0 91,986
SeaWorld Entertainment Inc COM 81282V100   29,257,216 522,357 SH   SOLE   338,905 0 183,452
Select Med Holdings Corp COM 81619Q105   3,233,089 101,478 SH   SOLE   9,513 0 91,965
Select Water Solutions Inc Cl COM 81617J301   1,894,242 233,857 SH   SOLE   21,847 0 212,010
ServiceNow Inc COM 81762P102   232,656 414 SH   SOLE   414 0 0
Servisfirst Bancshares Inc COM 81768T108   1,627,879 39,782 SH   SOLE   31,314 0 8,468
Shell PLC Spon ADS COM 780259305   17,193,024 284,747 SH   SOLE   200,217 0 84,530
Signet Jewelers Limited COM G81276100   6,221,954 95,341 SH   SOLE   76,112 0 19,229
Siriuspoint Ltd COM G8192H106   1,498,492 165,946 SH   SOLE   15,556 0 150,390
Six Flags Entertainment Corp COM 83001A102   10,178,107 391,767 SH   SOLE   312,845 0 78,922
SLM Corp COM 78442P106   5,864,461 359,342 SH   SOLE   250,757 0 108,585
SM Energy Co COM 78454L100   19,242,142 608,351 SH   SOLE   429,176 0 179,175
Snap-on Inc COM 833034101   14,359,355 49,826 SH   SOLE   35,297 0 14,529
Sonoco Products Co COM 835495102   5,199,485 88,097 SH   SOLE   61,588 0 26,509
South State Corp COM 840441109   15,116,760 229,738 SH   SOLE   176,302 0 53,436
Southern First Bancshares Inc COM 842873101   2,059,967 83,231 SH   SOLE   67,819 0 15,412
Southside Bancshares Inc COM 84470P109   1,105,077 42,243 SH   SOLE   3,960 0 38,283
SP Plus Corp COM 78469C103   10,088,698 257,957 SH   SOLE   185,821 0 72,136
SpartanNash Co COM 847215100   1,204,240 53,498 SH   SOLE   5,015 0 48,483
SPX Technologies Inc COM 78473E103   4,084,508 48,070 SH   SOLE   4,837 0 43,233
SS&C Technologies Holdings Inc COM 78467J100   5,047,980 83,300 SH   SOLE   7,853 0 75,447
STAG Industrial Inc COM 85254J102   36,412,746 1,014,848 SH   SOLE   778,262 0 236,586
Stagwell Inc Cl A COM 85256A109   1,165,251 161,616 SH   SOLE   15,150 0 146,466
Starbucks Corp COM 855244109   216,248 2,183 SH   SOLE   2,183 0 0
State Street Corp COM 857477103   30,450,930 416,110 SH   SOLE   290,485 0 125,625
Steel Dynamics Inc COM 858119100   5,477,327 50,283 SH   SOLE   35,275 0 15,008
Stryker Corp COM 863667101   204,715 671 SH   SOLE   671 0 0
Super Micro Computer Inc COM 86800U104   80,765,724 324,035 SH   SOLE   226,077 0 97,958
Synchrony Financial COM 87165B103   37,679,591 1,110,837 SH   SOLE   715,454 0 395,383
Sysco Corp COM 871829107   12,485,411 168,267 SH   SOLE   168,267 0 0
T-Mobile US Inc COM 872590104   15,080,790 108,573 SH   SOLE   76,315 0 32,258
Target Hospitality Corp COM 87615L107   1,285,837 95,815 SH   SOLE   8,944 0 86,871
Taylor Morrison Home Corp COM 87724P106   32,168,302 659,592 SH   SOLE   426,986 0 232,606
Td Synnex Corporation COM 87162W100   3,773,442 40,143 SH   SOLE   3,834 0 36,309
Teledyne Technologies Inc COM 879360105   10,201,695 24,815 SH   SOLE   17,031 0 7,784
Telephone and Data Systems Inc COM 879433829   799,281 97,118 SH   SOLE   9,104 0 88,014
Tenet Healthcare Corp New COM 88033G407   40,669,329 499,746 SH   SOLE   303,425 0 196,321
Teradata Corp COM 88076W103   3,229,062 60,458 SH   SOLE   6,353 0 54,105
Tesla Inc COM 88160R101   788,451 3,012 SH   SOLE   3,012 0 0
Texas Instruments Inc COM 882508104   89,093,698 494,910 SH   SOLE   367,681 0 127,229
The Chemours Co COM 163851108   5,919,333 160,459 SH   SOLE   113,674 0 46,785
The Cigna Group Com COM 125523100   43,642,279 155,532 SH   SOLE   120,068 0 35,464
The Goldman Sachs Group Inc COM 38141G104   29,994,285 92,994 SH   SOLE   64,943 0 28,051
The Hanover Insurance Group In COM 410867105   9,126,946 80,748 SH   SOLE   64,511 0 16,237
The Hartford Financial Service COM 416515104   31,198,272 433,189 SH   SOLE   299,706 0 133,483
The Odp Corp COM 88337F105   1,637,342 34,971 SH   SOLE   3,279 0 31,692
The Timken Co COM 887389104   20,988,378 229,306 SH   SOLE   119,054 0 110,252
The Walt Disney Co COM 254687106   319,087 3,574 SH   SOLE   3,574 0 0
Thermo Fisher Scientific Inc COM 883556102   356,355 683 SH   SOLE   683 0 0
Toll Brothers Inc COM 889478103   33,335,912 421,600 SH   SOLE   263,029 0 158,571
TOTAL SE SPONSORED ADS COM 89151E109   17,371,947 301,387 SH   SOLE   210,558 0 90,829
Tractor Supply Co COM 892356106   26,488,222 119,802 SH   SOLE   83,432 0 36,370
TransDigm Group Inc COM 893641100   6,370,067 7,124 SH   SOLE   4,848 0 2,276
Travel Leisure Co COM 894164102   12,783,181 316,886 SH   SOLE   219,388 0 97,498
TreeHouse Foods Inc COM 89469A104   1,692,718 33,599 SH   SOLE   3,224 0 30,375
Trinet Group Inc COM 896288107   5,968,200 62,843 SH   SOLE   50,188 0 12,655
TripAdvisor Inc COM 896945201   2,164,362 131,253 SH   SOLE   13,335 0 117,918
Tronox Holdings PLC COM G9087Q102   1,318,548 103,741 SH   SOLE   9,637 0 94,104
Trustmark Corp COM 898402102   1,199,067 56,774 SH   SOLE   5,099 0 51,675
TTM Technologies Inc COM 87305R109   2,731,906 196,540 SH   SOLE   157,104 0 39,436
Ufp Industries Inc COM 90278Q108   5,954,309 61,353 SH   SOLE   42,996 0 18,357
UGI Corp COM 902681105   21,088,544 781,926 SH   SOLE   543,001 0 238,925
Ultra Clean Holdings Inc COM 90385V107   2,516,861 65,441 SH   SOLE   6,266 0 59,175
Union Pacific Corp COM 907818108   9,122,164 44,581 SH   SOLE   44,581 0 0
United Parcel Service Inc Cl B COM 911312106   239,657 1,337 SH   SOLE   1,337 0 0
United Rentals Inc COM 911363109   18,619,584 41,807 SH   SOLE   23,450 0 18,357
United States Steel Corp COM 912909108   5,669,942 226,707 SH   SOLE   158,968 0 67,739
UnitedHealth Group Inc COM 91324P102   8,925,485 18,570 SH   SOLE   18,570 0 0
Universal Health Services Inc COM 913903100   20,336,711 128,901 SH   SOLE   62,258 0 66,643
Univest Financial Corporation COM 915271100   972,740 53,802 SH   SOLE   4,779 0 49,023
Unum Group COM 91529Y106   37,218,402 780,260 SH   SOLE   488,335 0 291,925
US Foods Holding Corp COM 912008109   15,474,932 351,703 SH   SOLE   243,335 0 108,368
Valvoline Inc COM 92047W101   5,009,123 133,541 SH   SOLE   93,365 0 40,176
Vanda Pharmaceuticals Inc COM 921659108   1,684,160 255,563 SH   SOLE   22,976 0 232,587
Vector Group Ltd COM 92240M108   1,442,547 112,611 SH   SOLE   10,581 0 102,030
Veritex Holdings Inc COM 923451108   3,627,060 202,290 SH   SOLE   163,133 0 39,157
Veritiv Corp COM 923454102   1,499,281 11,936 SH   SOLE   1,118 0 10,818
Verizon Communications Inc COM 92343V104   14,984,074 402,906 SH   SOLE   282,830 0 120,076
Viad Corp COM 92552R406   1,225,620 45,596 SH   SOLE   4,217 0 41,379
Vir Biotechnology Inc COM 92764N102   3,019,251 123,084 SH   SOLE   11,538 0 111,546
Virtu Financial Inc COM 928254101   1,164,256 68,125 SH   SOLE   6,808 0 61,317
Visa Inc COM 92826C839   661,619 2,786 SH   SOLE   2,786 0 0
Vista Outdoor Inc COM 928377100   1,393,046 50,345 SH   SOLE   4,730 0 45,615
Vistra Energy Corp COM 92840M102   21,560,569 821,355 SH   SOLE   437,901 0 383,454
Vontier Corporation COM 928881101   13,092,656 406,478 SH   SOLE   285,012 0 121,466
Wabash Natl Corp COM 929566107   1,262,206 49,228 SH   SOLE   4,615 0 44,613
Walmart Inc COM 931142103   443,248 2,820 SH   SOLE   2,820 0 0
Washington Federal Inc COM 938824109   1,532,776 57,797 SH   SOLE   5,405 0 52,392
Waste Management Inc COM 94106L109   10,063,216 58,028 SH   SOLE   58,028 0 0
Waterstone Financial Inc COM 94188P101   794,342 54,820 SH   SOLE   4,777 0 50,043
Wells Fargo & Co COM 949746101   33,581,904 786,830 SH   SOLE   553,472 0 233,358
WESCO Intl Inc COM 95082P105   8,808,857 49,195 SH   SOLE   4,612 0 44,583
Western Digital Corp COM 958102105   7,780,581 205,130 SH   SOLE   19,229 0 185,901
Westlake Corporation COM 960413102   8,676,150 72,622 SH   SOLE   34,171 0 38,451
WestRock Co COM 96145D105   2,885,168 99,249 SH   SOLE   10,038 0 89,211
Winnebago Industries Inc COM 974637100   1,862,852 27,933 SH   SOLE   2,757 0 25,176
World Fuel Services Corp COM 981475106   1,287,909 62,278 SH   SOLE   5,836 0 56,442
Worthington Industries Inc COM 981811102   8,926,200 128,490 SH   SOLE   87,505 0 40,985
WSFS Financial Corp COM 929328102   1,578,205 41,840 SH   SOLE   33,646 0 8,194
Wyndham Hotels & Resorts Inc COM 98311A105   27,246,290 397,350 SH   SOLE   278,007 0 119,343
Xerox Corp COM 98421M106   3,076,468 206,613 SH   SOLE   19,368 0 187,245
Yeti Holdings Inc COM 98585X104   6,051,738 155,812 SH   SOLE   122,637 0 33,175
Zebra Technologies Corp COM 989207105   12,544,967 42,406 SH   SOLE   29,009 0 13,397
Ziff Davis Inc Com COM 48123V102   2,525,663 36,050 SH   SOLE   3,380 0 32,670
Zimmer Biomet Holdings Inc COM 98956P102   17,908,509 122,998 SH   SOLE   102,143 0 20,855