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 93,254 2,137,392 SH   SOLE   2,039,468 0 97,924
Abbott Laboratories COM 002824100 589,082 11,039,767 SH   SOLE   9,910,897 0 1,128,870
Aetna, Inc. COM 00817Y108 259,818 1,633,972 SH   SOLE   1,415,500 0 218,472
Aircastle Ltd. COM G0129K104 56,489 2,534,264 SH   SOLE   2,454,630 0 79,634
Alaska Air Group, Inc. COM 011659109 21,035 275,798 SH   SOLE   274,483 0 1,315
Alleghany Corp. COM 017175100 11,623 20,980 SH   SOLE   20,882 0 98
Allegiant Travel Co. COM 01748X102 53,265 404,441 SH   SOLE   385,467 0 18,974
ALLERGAN PLC SHS COM G0177J108 316 1,540 SH   SOLE   1,540 0 0
Alphabet, Inc. (Cl. A) COM 02079K305 461,794 474,258 SH   SOLE   433,550 0 40,708
Alphabet, Inc. (Cl. C) COM 02079K107 457 477 SH   SOLE   477 0 0
Amazon.com, Inc. COM 023135106 391 407 SH   SOLE   407 0 0
American Campus Communities, I COM 024835100 48,216 1,092,084 SH   SOLE   1,028,334 0 63,750
American Equity Investment Lif COM 025676206 4,448 152,958 SH   SOLE   152,048 0 910
Anixter International, Inc. COM 035290105 6,629 77,992 SH   SOLE   77,477 0 515
Apple, Inc. COM 037833100 362,233 2,350,332 SH   SOLE   2,152,112 0 198,220
Assured Guaranty Ltd. COM G0585R106 2,793 73,976 SH   SOLE   73,346 0 630
AT&T, Inc. COM 00206R102 210 5,355 SH   SOLE   5,355 0 0
Atlas Financial Holdings, Inc. COM G06207115 1,279 67,670 SH   SOLE   67,670 0 0
Avis Budget Group, Inc. COM 053774105 173,408 4,556,162 SH   SOLE   4,468,491 0 87,671
Avnet, Inc. COM 053807103 44,913 1,142,818 SH   SOLE   1,086,298 0 56,520
Axalta Coating Systems Ltd. COM G0750C108 297,649 10,292,166 SH   SOLE   9,529,351 0 762,815
B&G Foods, Inc. COM 05508R106 84,894 2,665,423 SH   SOLE   2,544,918 0 120,505
Bank of America Corp. COM 060505104 255 10,046 SH   SOLE   10,046 0 0
Bank of New York Mellon Corp. COM 064058100 1,151 21,713 SH   SOLE   21,713 0 0
BankUnited, Inc. COM 06652K103 269,202 7,568,227 SH   SOLE   7,364,247 0 203,980
Berkshire Hathaway, Inc. (Cl B COM 084670702 232,573 1,268,671 SH   SOLE   1,167,811 0 100,860
BioScrip, Inc. COM 09069N108 10,453 3,801,126 SH   SOLE   3,785,781 0 15,345
BOK Financial Corp. COM 05561Q201 87,813 985,781 SH   SOLE   934,065 0 51,716
Borgwarner, Inc. COM 099724106 413,171 8,065,016 SH   SOLE   7,380,185 0 684,831
Boston Scientific Corp. COM 101137107 87,799 3,009,893 SH   SOLE   2,829,403 0 180,490
Bridge Bancorp, Inc. COM 108035106 593 17,480 SH   SOLE   17,480 0 0
Brighthouse Financial, Inc. COM 10922N103 145,641 2,395,409 SH   SOLE   2,190,096 0 205,313
Broadridge Financial Solutions COM 11133T103 38,184 472,454 SH   SOLE   457,318 0 15,136
Brown & Brown, Inc. COM 115236101 84,826 1,760,241 SH   SOLE   1,693,878 0 66,363
Callaway Golf Co. COM 131193104 4,034 279,527 SH   SOLE   276,966 0 2,561
Capital One Financial Corp. COM 14040H105 84,317 995,954 SH   SOLE   995,954 0 0
Carrizo Oil & Gas, Inc. COM 144577103 2,507 146,360 SH   SOLE   144,935 0 1,425
Carter's, Inc. COM 146229109 16,216 164,212 SH   SOLE   163,302 0 910
Charter Communications, Inc. ( COM 16119P108 184,450 507,539 SH   SOLE   444,065 0 63,474
Cimarex Energy Co. COM 171798101 455,505 4,007,255 SH   SOLE   3,713,066 0 294,189
Cincinnati Bell, Inc. COM 171871502 12,464 627,894 SH   SOLE   625,033 0 2,861
Cisco Systems, Inc. COM 17275R102 19,609 583,078 SH   SOLE   583,078 0 0
Citigroup, Inc. COM 172967424 639,918 8,797,328 SH   SOLE   7,982,927 0 814,401
Cognizant Tech Solutions Corp. COM 192446102 88,350 1,217,946 SH   SOLE   1,217,946 0 0
Colfax Corp. COM 194014106 91,149 2,188,973 SH   SOLE   2,104,612 0 84,361
Colony NorthStar, Inc. (Cl. A) COM 19625W104 34,739 2,765,860 SH   SOLE   2,664,991 0 100,869
Comcast Corp. (Cl A) COM 20030N101 282,605 7,344,207 SH   SOLE   6,622,161 0 722,045
CommScope Holding Co., Inc. COM 20337X109 70,036 2,108,869 SH   SOLE   2,023,430 0 85,439
Coty, Inc. (Cl A) COM 222070203 171,888 10,398,547 SH   SOLE   9,605,541 0 793,006
CubeSmart COM 229663109 95,980 3,697,245 SH   SOLE   3,510,697 0 186,548
DEERE & CO COM COM 244199105 43,038 342,689 SH   SOLE   341,857 0 832
Delphi Automotive PLC COM G27823106 565 5,740 SH   SOLE   5,740 0 0
ETF Ser Solutions DMND Hill Val 26922A875 11,524 385,428 SH   SOLE   385,428 0 0
Discover Financial Services COM 254709108 453,619 7,035,035 SH   SOLE   6,328,791 0 706,244
Dolby Laboratories, Inc. COM 25659T107 467 8,117 SH   SOLE   6,477 0 1,640
Dollar General Corp. COM 256677105 90,633 1,118,233 SH   SOLE   1,116,652 0 1,581
DST Systems, Inc. COM 233326107 44,404 809,104 SH   SOLE   805,284 0 3,820
Eastman Chemical Co. COM 277432100 102,758 1,135,570 SH   SOLE   964,782 0 170,788
Edgewell Personal Care Co. COM 28035Q102 50,746 697,341 SH   SOLE   663,609 0 33,732
Endo International PLC COM G30401106 6,138 716,670 SH   SOLE   716,670 0 0
Enstar Group Ltd. COM G3075P101 59,136 265,961 SH   SOLE   257,804 0 8,157
Express Scripts Holding Co. COM 30219G108 206 3,253 SH   SOLE   3,253 0 0
Facebook, Inc. COM 30303M102 555 3,246 SH   SOLE   3,246 0 0
Fastenal Co. COM 311900104 38,028 834,312 SH   SOLE   832,873 0 1,439
First Horizon National Corp. COM 320517105 63,204 3,300,468 SH   SOLE   3,148,348 0 152,120
First of Long Island Corp. COM 320734106 13,728 450,835 SH   SOLE   382,550 0 68,285
First Republic Bank COM 33616C100 167,708 1,605,471 SH   SOLE   1,424,708 0 180,763
Flowers Foods, Inc. COM 343498101 71,486 3,800,407 SH   SOLE   3,621,659 0 178,748
Ford Motor Co. COM 345370860 192,722 16,100,432 SH   SOLE   14,003,996 0 2,096,435
Fortinet, Inc. COM 34959E109 11,685 326,024 SH   SOLE   324,310 0 1,714
Fortis, Inc. COM 349553107 26,518 741,351 SH   SOLE   705,848 0 35,503
Fortress Investment Group LLC COM 34958B106 30,121 3,779,284 SH   SOLE   3,766,599 0 12,685
Franklin Resources, Inc. COM 354613101 174,459 3,919,555 SH   SOLE   3,531,112 0 388,443
General Electric Co. COM 369604103 234 9,662 SH   SOLE   9,662 0 0
GlaxoSmithKline PLC COM 37733W105 7,876 193,983 SH   SOLE   193,983 0 0
Goodyear Tire & Rubber Co. COM 382550101 230,753 6,939,944 SH   SOLE   6,349,565 0 590,378
Hanesbrands, Inc. COM 410345102 227,277 9,223,921 SH   SOLE   8,467,448 0 756,474
Hartford Financial Services Gr COM 416515104 301,340 5,436,411 SH   SOLE   4,809,231 0 627,180
Hillenbrand, Inc. COM 431571108 6,486 166,958 SH   SOLE   165,833 0 1,125
Honeywell International, Inc. COM 438516106 127,420 898,971 SH   SOLE   782,443 0 116,528
Horizon Global Corp. COM 44052W104 2,843 161,191 SH   SOLE   160,331 0 860
Hub Group, Inc. COM 443320106 134,922 3,141,384 SH   SOLE   3,010,320 0 131,064
Hyster-Yale Materials Handling COM 449172105 14,890 194,789 SH   SOLE   193,899 0 890
Illinois Tool Works, Inc. COM 452308109 27,844 188,186 SH   SOLE   166,196 0 21,990
Integer Holdings Corp. COM 45826H109 9,252 180,885 SH   SOLE   179,765 0 1,120
iStar, Inc. COM 45031U101 85,269 7,226,176 SH   SOLE   6,993,410 0 232,766
Johnson & Johnson COM 478160104 225 1,733 SH   SOLE   1,733 0 0
Johnson Controls International COM G51502105 86,980 2,158,845 SH   SOLE   2,157,265 0 1,580
Jones Lang Lasalle, Inc. COM 48020Q107 63,310 512,632 SH   SOLE   487,098 0 25,534
JPMorgan Chase & Co. COM 46625H100 435,337 4,558,027 SH   SOLE   4,046,180 0 511,846
Juniper Networks, Inc. COM 48203R104 355,227 12,764,160 SH   SOLE   11,562,009 0 1,202,151
Keysight Technologies, Inc. COM 49338L103 39,528 948,827 SH   SOLE   891,697 0 57,130
Kimberly-Clark Corp. COM 494368103 274,208 2,330,115 SH   SOLE   2,098,072 0 232,043
Kirby Corp. COM 497266106 164,295 2,491,202 SH   SOLE   2,417,345 0 73,857
Liberty Global PLC (Cl A) COM G5480U104 11,355 334,869 SH   SOLE   330,964 0 3,905
Lifepoint Health, Inc. COM 53219L109 93,222 1,610,056 SH   SOLE   1,533,571 0 76,485
Live Nation Entertainment, Inc COM 538034109 49,609 1,139,134 SH   SOLE   1,133,314 0 5,820
Loews Corp. COM 540424108 221,987 4,638,256 SH   SOLE   4,256,091 0 382,165
Marsh & McLennan Cos., Inc. COM 571748102 216,633 2,584,812 SH   SOLE   2,232,105 0 352,707
McKesson Corp. COM 58155Q103 581 3,782 SH   SOLE   3,782 0 0
Medtronic PLC COM G5960L103 267,661 3,441,700 SH   SOLE   3,107,020 0 334,680
MetLife, Inc. COM 59156R108 356,350 6,859,471 SH   SOLE   6,292,115 0 567,357
Microsoft Corp. COM 594918104 412,180 5,533,357 SH   SOLE   4,973,668 0 559,688
Mid-America Apartment Communit COM 59522J103 55,782 521,917 SH   SOLE   498,243 0 23,674
Molson Coors Brewing Co. (Cl B COM 60871R209 252,303 3,090,431 SH   SOLE   2,857,910 0 232,521
Morgan Stanley COM 617446448 374,603 7,776,678 SH   SOLE   6,898,157 0 878,521
Mylan N.V. COM N59465109 501 15,980 SH   SOLE   15,980 0 0
Nationstar Mortgage Holdings, COM 63861C109 121,735 6,555,473 SH   SOLE   6,296,776 0 258,697
Natus Medical, Inc. COM 639050103 19,823 528,624 SH   SOLE   526,149 0 2,475
Navigators Group, Inc. COM 638904102 77,809 1,333,486 SH   SOLE   1,284,176 0 49,310
Newell Brands, Inc. COM 651229106 67,774 1,588,320 SH   SOLE   1,522,437 0 65,883
Noble Energy, Inc. COM 655044105 4,320 152,329 SH   SOLE   151,425 0 904
NVR, Inc. COM 62944T105 88,462 30,985 SH   SOLE   29,297 0 1,688
Orthofix International N.V. COM N6748L102 28,773 608,962 SH   SOLE   575,176 0 33,786
Parker Hannifin Corp. COM 701094104 273,106 1,560,426 SH   SOLE   1,383,911 0 176,515
PepsiCo, Inc. COM 713448108 208,271 1,869,078 SH   SOLE   1,643,662 0 225,416
Pfizer, Inc. COM 717081103 397,291 11,128,596 SH   SOLE   10,062,145 0 1,066,451
Philip Morris International, I COM 718172109 364,665 3,284,971 SH   SOLE   2,943,299 0 341,672
PNC Financial Services Group, COM 693475105 211,676 1,570,643 SH   SOLE   1,348,970 0 221,673
Popular, Inc. COM 733174700 148,440 4,130,210 SH   SOLE   4,063,289 0 66,921
Post Holdings, Inc. COM 737446104 118,425 1,341,617 SH   SOLE   1,280,254 0 61,363
Praxair, Inc. COM 74005P104 148,781 1,064,699 SH   SOLE   917,544 0 147,155
Proassurance Corp. COM 74267C106 18,765 343,362 SH   SOLE   341,807 0 1,555
Procter & Gamble Co. COM 742718109 259,991 2,857,667 SH   SOLE   2,485,085 0 372,581
Public Storage COM 74460D109 353 1,650 SH   SOLE   1,650 0 0
Red Rock Resorts, Inc. COM 75700L108 108,386 4,679,886 SH   SOLE   4,494,565 0 185,321
Reinsurance Group of America COM 759351604 63,379 454,229 SH   SOLE   430,485 0 23,744
Sensata Technologies Holding N COM N7902X106 1,484 30,872 SH   SOLE   30,872 0 0
SPX Flow, Inc. COM 78469X107 52,940 1,372,932 SH   SOLE   1,314,599 0 58,333
Starbucks Corp. COM 855244109 38,684 720,235 SH   SOLE   720,235 0 0
State Bank Financial Corp. COM 856190103 11,032 385,057 SH   SOLE   383,342 0 1,715
STATE STR CORP COM COM 857477103 441 4,620 SH   SOLE   4,620 0 0
Sterling Bancorp COM 85917A100 15,946 646,879 SH   SOLE   643,821 0 3,058
SVB Financial Group COM 78486Q101 44,931 240,157 SH   SOLE   226,293 0 13,864
Tanger Factory Outlet Centers, COM 875465106 11,972 490,264 SH   SOLE   487,964 0 2,300
Tegna, Inc. COM 87901J105 148,994 11,177,342 SH   SOLE   10,382,524 0 794,818
Tenneco, Inc. COM 880349105 31,274 515,484 SH   SOLE   513,041 0 2,443
Thermo Fisher Scientific, Inc. COM 883556102 203,504 1,075,604 SH   SOLE   940,931 0 134,673
Tivo Corp. COM 88870P106 8,998 453,309 SH   SOLE   450,724 0 2,585
TJX Cos., Inc. COM 872540109 332,557 4,510,473 SH   SOLE   4,074,203 0 436,269
Toro Co. COM 891092108 11,639 187,544 SH   SOLE   186,464 0 1,080
Treehouse Foods, Inc. COM 89469A104 26,523 391,599 SH   SOLE   367,824 0 23,775
TriMas Corp. COM 896215209 8,298 307,341 SH   SOLE   305,191 0 2,150
Trinity Industries, Inc. COM 896522109 37,728 1,182,692 SH   SOLE   1,176,972 0 5,720
Twenty-First Century Fox, Inc. COM 90130A200 184,880 7,168,686 SH   SOLE   6,705,619 0 463,067
UGI Corp. COM 902681105 97,156 2,073,327 SH   SOLE   1,976,754 0 96,573
United Continental Holdings, I COM 910047109 160,585 2,637,733 SH   SOLE   2,634,594 0 3,139
United Technologies Corp. COM 913017109 435,519 3,751,891 SH   SOLE   3,427,113 0 324,777
V.F. Corp. COM 918204108 218,478 3,436,810 SH   SOLE   3,104,789 0 332,021
Vail Resorts, Inc. COM 91879Q109 70,759 310,185 SH   SOLE   308,640 0 1,545
Valeant Pharmaceuticals Intern COM 91911K102 494 34,500 SH   SOLE   34,500 0 0
Validus Holdings Ltd COM G9319H102 96,495 1,960,885 SH   SOLE   1,867,981 0 92,904
Vantiv, Inc. COM 92210H105 309,278 4,388,786 SH   SOLE   4,008,297 0 380,489
Verisk Analytics, Inc. COM 92345Y106 134,247 1,613,738 SH   SOLE   1,409,180 0 204,558
Walt Disney Co. COM 254687106 235,808 2,392,287 SH   SOLE   2,148,663 0 243,624
Wells Fargo & Co. COM 949746101 19,835 359,655 SH   SOLE   359,655 0 0
Wesco International, Inc. COM 95082P105 502 8,620 SH   SOLE   7,430 0 1,190
Whirlpool Corp. COM 963320106 338,912 1,837,517 SH   SOLE   1,673,127 0 164,390
Willis Towers Watson PLC COM G96629103 139,280 903,065 SH   SOLE   848,778 0 54,287
WNS Holdings ADR COM 92932M101 10,907 298,809 SH   SOLE   297,291 0 1,518
XL Group Ltd. COM G98294104 56,275 1,426,498 SH   SOLE   1,339,635 0 86,863