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 79,122 3,152,268 SH   SOLE   2,996,798 0 155,470
Abbott Laboratories COM 002824100 426,586 10,198,087 SH   SOLE   9,332,169 0 865,918
Aetna, Inc. COM 00817Y108 88,588 788,496 SH   SOLE   750,403 0 38,093
Aircastle Ltd. COM G0129K104 60,807 2,734,120 SH   SOLE   2,656,520 0 77,600
Alaska Air Group, Inc. COM 011659109 20,375 248,410 SH   SOLE   247,310 0 1,100
Alere, Inc. COM 01449J105 53,246 1,052,078 SH   SOLE   1,047,543 0 4,535
Alleghany Corp. COM 017175100 18,898 38,086 SH   SOLE   37,948 0 138
Allergan PLC COM G0177J108 16,276 60,724 SH   SOLE   59,981 0 743
Alphabet, Inc. (Cl. A) COM 02079K305 332,253 435,513 SH   SOLE   423,784 0 11,729
Alphabet, Inc. (Cl. C) COM 02079K107 2,796 3,753 SH   SOLE   3,753 0 0
Amazon.com, Inc. COM 023135106 248 417 SH   SOLE   417 0 0
American Equity Investment Lif COM 025676206 8,432 501,880 SH   SOLE   500,650 0 1,230
American Express Co. COM 025816109 785 12,777 SH   SOLE   12,777 0 0
American International Group, COM 026874784 125,653 2,324,752 SH   SOLE   2,212,406 0 112,346
Anixter International, Inc. COM 035290105 35,134 674,222 SH   SOLE   640,577 0 33,645
Apple, Inc. COM 037833100 339,594 3,115,828 SH   SOLE   2,864,499 0 251,329
Assured Guaranty Ltd. COM G0585R106 8,808 348,123 SH   SOLE   346,653 0 1,470
Avis Budget Group, Inc. COM 053774105 179,550 6,562,518 SH   SOLE   6,475,855 0 86,663
Axalta Coating Systems Ltd. COM G0750C108 53,505 1,832,350 SH   SOLE   1,701,655 0 130,695
B&G Foods, Inc. COM 05508R106 81,641 2,345,321 SH   SOLE   2,230,456 0 114,865
Bank of America Corp. COM 060505104 190 14,063 SH   SOLE   14,063 0 0
BankUnited, Inc. COM 06652K103 148,732 4,318,582 SH   SOLE   4,206,016 0 112,566
Berkshire Hathaway, Inc. (Cl B COM 084670702 75,606 532,884 SH   SOLE   531,406 0 1,478
BioScrip, Inc. COM 09069N108 7,637 3,568,829 SH   SOLE   3,558,784 0 10,045
BOK Financial Corp. COM 05561Q201 45,293 829,236 SH   SOLE   783,416 0 45,820
Borgwarner, Inc. COM 099724106 334,681 8,715,651 SH   SOLE   8,031,374 0 684,277
Boston Scientific Corp. COM 101137107 382,583 20,339,317 SH   SOLE   18,040,530 0 2,298,787
Bridge Bancorp, Inc. COM 108035106 507 16,635 SH   SOLE   16,635 0 0
Brink's Co. COM 109696104 28,889 860,050 SH   SOLE   815,550 0 44,500
Broadridge Financial Solutions COM 11133T103 44,404 748,682 SH   SOLE   725,842 0 22,840
Brown & Brown, Inc. COM 115236101 150,998 4,217,825 SH   SOLE   4,081,111 0 136,714
Callaway Golf Co. COM 131193104 3,602 394,902 SH   SOLE   392,341 0 2,561
Capital One Financial Corp. COM 14040H105 343,510 4,956,141 SH   SOLE   4,493,349 0 462,792
Carrizo Oil & Gas, Inc. COM 144577103 4,616 149,287 SH   SOLE   148,137 0 1,150
Carter's, Inc. COM 146229109 13,806 131,010 SH   SOLE   130,435 0 575
Charter Communications, Inc. COM 16117M305 82,234 406,233 SH   SOLE   386,141 0 20,092
Cimarex Energy Co. COM 171798101 363,712 3,739,203 SH   SOLE   3,439,960 0 299,243
Cincinnati Bell, Inc. COM 171871106 1,413 365,020 SH   SOLE   363,938 0 1,082
Cisco Systems, Inc. COM 17275R102 335,000 11,766,757 SH   SOLE   10,634,904 0 1,131,853
Citigroup, Inc. COM 172967424 416,162 9,967,952 SH   SOLE   9,301,316 0 666,636
Colfax Corp. COM 194014106 157,165 5,497,196 SH   SOLE   5,322,358 0 174,838
Colony Capital, Inc. (Cl A) COM 19624R106 34,351 2,048,363 SH   SOLE   1,960,298 0 88,065
Comcast Corp. (Cl A) COM 20030N101 238,904 3,911,330 SH   SOLE   3,491,797 0 419,533
CommScope Holding Co. Inc. COM 20337X109 65,829 2,357,771 SH   SOLE   2,258,816 0 98,955
Concordia Healthcare Corp. COM 206519100 33,350 1,302,740 SH   SOLE   1,298,160 0 4,580
Corrections Corp. of America COM 22025Y407 12,314 384,216 SH   SOLE   384,216 0 0
Coty, Inc. (Cl A) COM 222070203 15,614 561,044 SH   SOLE   520,059 0 40,985
CSG Systems International, Inc COM 126349109 3,979 88,115 SH   SOLE   86,810 0 1,305
Deere & Co. COM 244199105 65,239 847,375 SH   SOLE   845,045 0 2,330
Discover Financial Services COM 254709108 2,053 40,322 SH   SOLE   40,322 0 0
Dolby Laboratories, Inc. COM 25659T107 426 9,812 SH   SOLE   8,172 0 1,640
Dollar General Corp. COM 256677105 639 7,461 SH   SOLE   7,461 0 0
Dover Corp. COM 260003108 40,881 635,495 SH   SOLE   601,945 0 33,550
DST Systems, Inc. COM 233326107 49,173 436,047 SH   SOLE   434,377 0 1,670
Eastman Chemical Co. COM 277432100 68,852 953,230 SH   SOLE   905,612 0 47,618
Edgewell Personal Care Co. COM 28035Q102 28,579 354,881 SH   SOLE   340,691 0 14,190
Emerson Electric Co. COM 291011104 277 5,088 SH   SOLE   5,088 0 0
Endo International PLC COM G30401106 350 12,443 SH   SOLE   12,443 0 0
Endurance Specialty Holdings L COM G30397106 61,962 948,305 SH   SOLE   903,290 0 45,015
Energizer Holdings, Inc. COM 29272W109 10,492 259,007 SH   SOLE   245,377 0 13,630
Enstar Group Ltd. COM G3075P101 48,740 299,788 SH   SOLE   292,803 0 6,985
EOG Resources, Inc. COM 26875P101 146,944 2,024,577 SH   SOLE   1,954,616 0 69,961
Express Scripts Holding Co. COM 30219G108 233 3,394 SH   SOLE   3,394 0 0
Facebook, Inc. COM 30303M102 337 2,955 SH   SOLE   2,955 0 0
First Horizon National Corp. COM 320517105 41,988 3,205,166 SH   SOLE   3,024,946 0 180,220
First Niagara Financial Group, COM 33582V108 6,677 689,726 SH   SOLE   686,391 0 3,335
First of Long Island Corp. COM 320734106 9,604 336,992 SH   SOLE   291,469 0 45,523
First Republic Bank COM 33616C100 49,237 738,853 SH   SOLE   685,913 0 52,940
Flowers Foods, Inc. COM 343498101 65,846 3,566,950 SH   SOLE   3,388,995 0 177,955
Fortress Investment Group LLC COM 34958B106 18,705 3,913,204 SH   SOLE   3,902,299 0 10,905
Franklin Resources, Inc. COM 354613101 229,543 5,878,174 SH   SOLE   5,758,084 0 120,090
General Electric Co. COM 369604103 256 8,051 SH   SOLE   8,051 0 0
GlaxoSmithKline PLC COM 37733W105 6,135 151,307 SH   SOLE   151,307 0 0
Global Sources Ltd. COM G39300101 3,230 398,795 SH   SOLE   373,502 0 25,293
Goodyear Tire & Rubber Co. COM 382550101 170,407 5,166,970 SH   SOLE   4,963,354 0 203,616
Greatbatch, Inc. COM 39153L106 13,037 365,806 SH   SOLE   364,581 0 1,225
Greenlight Capital Re Ltd. COM G4095J109 4,192 192,395 SH   SOLE   191,600 0 795
Hillenbrand, Inc. COM 431571108 13,804 460,909 SH   SOLE   459,104 0 1,805
Horizon Global Corp. COM 44052W104 2,246 178,577 SH   SOLE   177,717 0 860
Hub Group, Inc. COM 443320106 150,213 3,682,604 SH   SOLE   3,528,620 0 153,984
Hyster-Yale Materials Handling COM 449172105 15,251 228,990 SH   SOLE   228,100 0 890
Illinois Tool Works, Inc. COM 452308109 189,627 1,851,106 SH   SOLE   1,786,252 0 64,854
Infinity Property & Casualty C COM 45665Q103 11,277 140,092 SH   SOLE   130,572 0 9,520
International Business Machine COM 459200101 199,645 1,318,227 SH   SOLE   1,201,625 0 116,602
iStar, Inc. COM 45031U101 73,622 7,621,376 SH   SOLE   7,371,736 0 249,640
ITC Holdings Corp. COM 465685105 52,082 1,195,360 SH   SOLE   1,140,255 0 55,105
Jarden Corp. COM 471109108 196,079 3,326,194 SH   SOLE   3,221,319 0 104,875
Johnson & Johnson COM 478160104 213 1,969 SH   SOLE   1,969 0 0
JPMorgan Chase & Co. COM 46625H100 300,736 5,078,280 SH   SOLE   4,514,201 0 564,079
Juniper Networks, Inc. COM 48203R104 161,983 6,349,783 SH   SOLE   6,089,432 0 260,351
Kennametal, Inc. COM 489170100 7,129 317,006 SH   SOLE   315,561 0 1,445
Keysight Technologies, Inc. COM 49338L103 17,904 645,435 SH   SOLE   600,995 0 44,440
Kimberly-Clark Corp. COM 494368103 265,845 1,976,397 SH   SOLE   1,758,073 0 218,324
Kirby Corp. COM 497266106 68,714 1,139,722 SH   SOLE   1,084,552 0 55,170
Knowles Corp. COM 49926D109 9,206 698,452 SH   SOLE   647,995 0 50,457
Liberty Global PLC (Cl A) COM G5480U104 33,066 858,870 SH   SOLE   850,617 0 8,253
Lifepoint Health, Inc. COM 53219L109 97,366 1,406,001 SH   SOLE   1,337,625 0 68,376
Linear Technology Corp. COM 535678106 149,805 3,361,866 SH   SOLE   3,191,138 0 170,728
Live Nation Entertainment, Inc COM 538034109 34,657 1,553,411 SH   SOLE   1,547,716 0 5,695
Loews Corp. COM 540424108 177,319 4,634,583 SH   SOLE   4,507,290 0 127,293
Marsh & McLennan Cos., Inc. COM 571748102 170,624 2,806,785 SH   SOLE   2,678,732 0 128,053
McKesson Corp. COM 58155Q103 216 1,375 SH   SOLE   1,375 0 0
Medtronic PLC COM G5960L103 188,645 2,515,263 SH   SOLE   2,422,089 0 93,174
MetLife, Inc. COM 59156R108 323,747 7,367,923 SH   SOLE   6,830,865 0 537,058
Microsoft Corp. COM 594918104 197,070 3,568,173 SH   SOLE   3,436,242 0 131,931
Mid-America Apartment Communit COM 59522J103 48,995 479,356 SH   SOLE   455,471 0 23,885
Molson Coors Brewing Co. (Cl B COM 60871R209 60,698 631,084 SH   SOLE   584,759 0 46,325
Morgan Stanley COM 617446448 293,389 11,730,854 SH   SOLE   10,704,662 0 1,026,192
National Penn Bancshares, Inc. COM 637138108 8,003 752,149 SH   SOLE   748,989 0 3,160
Nationstar Mortgage Holdings, COM 63861C109 76,125 7,689,416 SH   SOLE   7,402,542 0 286,874
Natus Medical, Inc. COM 639050103 22,722 591,256 SH   SOLE   588,946 0 2,310
Navigators Group, Inc. COM 638904102 73,853 880,561 SH   SOLE   854,606 0 25,955
Noble Energy, Inc. COM 655044105 5,296 168,624 SH   SOLE   168,080 0 544
Nuvectra Corp. COM 67075N108 660 121,932 SH   SOLE   121,524 0 408
NVR, Inc. COM 62944T105 19,564 11,293 SH   SOLE   10,483 0 810
Orthofix International N.V. COM N6748L102 42,136 1,014,826 SH   SOLE   936,746 0 78,080
Parker Hannifin Corp. COM 701094104 260,509 2,345,234 SH   SOLE   2,280,128 0 65,106
Pfizer, Inc. COM 717081103 333,319 11,245,591 SH   SOLE   10,321,742 0 923,849
Philip Morris International, I COM 718172109 116,031 1,182,661 SH   SOLE   1,131,108 0 51,553
PNC Financial Services Group, COM 693475105 106,048 1,253,963 SH   SOLE   1,205,890 0 48,073
Popular, Inc. COM 733174700 206,484 7,217,186 SH   SOLE   7,111,338 0 105,848
Post Holdings, Inc. COM 737446104 100,928 1,467,619 SH   SOLE   1,397,431 0 70,188
PPG Industries, Inc. COM 693506107 19,761 177,244 SH   SOLE   168,788 0 8,456
Praxair, Inc. COM 74005P104 110,097 961,964 SH   SOLE   918,115 0 43,849
Proassurance Corp. COM 74267C106 22,444 443,560 SH   SOLE   442,060 0 1,500
Procter & Gamble Co. COM 742718109 339,005 4,118,634 SH   SOLE   3,675,584 0 443,050
Progressive Corp. COM 743315103 155,794 4,433,515 SH   SOLE   4,214,957 0 218,558
Prudential Financial, Inc. COM 744320102 45,720 633,060 SH   SOLE   633,060 0 0
Reinsurance Group of America COM 759351604 45,651 474,300 SH   SOLE   449,110 0 25,190
Rovi Corp. COM 779376102 7,800 380,292 SH   SOLE   377,707 0 2,585
Sprint Corporation WI COM 85207U105 38 11,025 SH   SOLE   11,025 0 0
SPX Flow, Inc. COM 78469X107 30,834 1,229,423 SH   SOLE   1,172,073 0 57,350
Staples, Inc. COM 855030102 42,091 3,816,085 SH   SOLE   3,537,250 0 278,835
State Bank Financial Corp. COM 856190103 8,293 419,669 SH   SOLE   418,124 0 1,545
State Street Corp. COM 857477103 1,349 23,055 SH   SOLE   23,055 0 0
Sterling Bancorp COM 85917A100 11,995 752,989 SH   SOLE   749,931 0 3,058
Stryker Corp. COM 863667101 98,437 917,488 SH   SOLE   875,832 0 41,656
SunTrust Banks, Inc. COM 867914103 559 15,482 SH   SOLE   15,482 0 0
SVB Financial Group COM 78486Q101 21,503 210,710 SH   SOLE   196,200 0 14,510
Sysco Corp. COM 871829107 335,684 7,183,470 SH   SOLE   6,389,353 0 794,117
Tanger Factory Outlet Centers, COM 875465106 13,364 367,250 SH   SOLE   366,115 0 1,135
Tegna, Inc. COM 87901J105 200,073 8,528,266 SH   SOLE   8,226,284 0 301,982
Tenneco, Inc. COM 880349105 26,356 511,664 SH   SOLE   509,564 0 2,100
Thermo Fisher Scientific, Inc. COM 883556102 82,253 580,922 SH   SOLE   559,778 0 21,144
TJX Cos., Inc. COM 872540109 320,722 4,093,453 SH   SOLE   3,666,695 0 426,758
Toro Co. COM 891092108 16,936 196,654 SH   SOLE   195,714 0 940
TriMas Corp. COM 896215209 7,814 446,001 SH   SOLE   443,851 0 2,150
Trinity Industries, Inc. COM 896522109 25,221 1,377,424 SH   SOLE   1,372,309 0 5,115
Twenty-First Century Fox, Inc. COM 90130A200 220,894 7,833,131 SH   SOLE   7,697,365 0 135,766
U.S. Bancorp COM 902973304 217 5,342 SH   SOLE   5,342 0 0
UGI Corp. COM 902681105 83,951 2,083,665 SH   SOLE   1,983,170 0 100,495
United Parcel Service, Inc. (C COM 911312106 95,359 904,131 SH   SOLE   861,998 0 42,133
United Technologies Corp. COM 913017109 373,504 3,731,305 SH   SOLE   3,381,440 0 349,865
Universal American Corp. COM 91338E101 36,360 5,092,490 SH   SOLE   4,846,430 0 246,060
V.F. Corp. COM 918204108 203,269 3,138,812 SH   SOLE   3,039,389 0 99,423
Vail Resorts, Inc. COM 91879Q109 40,375 301,985 SH   SOLE   300,940 0 1,045
Valeant Pharmaceuticals Intern COM 91911K102 15,025 571,305 SH   SOLE   564,969 0 6,336
Vantiv, Inc. COM 92210H105 227,201 4,216,805 SH   SOLE   4,044,697 0 172,108
Walt Disney Co. COM 254687106 200,816 2,022,114 SH   SOLE   1,952,112 0 70,002
Wells Fargo & Co. COM 949746101 196,054 4,054,050 SH   SOLE   3,919,027 0 135,023
Whirlpool Corp. COM 963320106 361,543 2,004,788 SH   SOLE   1,870,409 0 134,379
Willis Towers Watson PLC COM G96629103 301,984 2,544,953 SH   SOLE   2,463,400 0 81,553
Winthrop Realty Trust COM 976391300 12,790 974,073 SH   SOLE   912,643 0 61,430
XL Group PLC COM G98290102 24,167 656,706 SH   SOLE   611,601 0 45,105
ETF SER SOLUTIONS DMND HILL VAL 26922A875 12,581 536,051 SH   SOLE   536,051 0 0