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 85,459 2,144,508 SH   SOLE   2,046,584 0 97,924
Abbott Laboratories COM 002824100 602,644 10,559,736 SH   SOLE   9,521,001 0 1,038,735
Acorda Thearapeutics, Inc. COM 00484M106 401 18,702 SH   SOLE   18,702 0 0
Aetna, Inc. COM 00817Y108 294,546 1,632,830 SH   SOLE   1,416,652 0 216,178
Aircastle Ltd. COM G0129K104 56,689 2,423,624 SH   SOLE   2,343,990 0 79,634
Alaska Air Group, Inc. COM 011659109 20,266 275,684 SH   SOLE   274,369 0 1,315
Alleghany Corp. COM 017175100 13,263 22,250 SH   SOLE   22,122 0 128
Allegiant Travel Co. COM 01748X102 62,723 405,316 SH   SOLE   386,342 0 18,974
Allergan PLC COM G0177J108 3,736 22,838 SH   SOLE   22,838 0 0
Alphabet, Inc. (Cl. A) COM 02079K305 515,084 488,973 SH   SOLE   448,379 0 40,594
Alphabet, Inc. (Cl. C) COM 02079K107 495 473 SH   SOLE   473 0 0
Amazon.com, Inc. COM 023135106 413 353 SH   SOLE   353 0 0
American Campus Communities, I COM 024835100 57,521 1,401,918 SH   SOLE   1,321,193 0 80,725
Anixter International, Inc. COM 035290105 3,146 41,392 SH   SOLE   41,043 0 349
Apple, Inc. COM 037833100 392,630 2,320,096 SH   SOLE   2,122,512 0 197,584
Aptiv PLC COM G6095L109 446 5,259 SH   SOLE   5,259 0 0
Assured Guaranty Ltd. COM G0585R106 2,506 73,976 SH   SOLE   73,346 0 630
Atlas Financial Holdings, Inc. COM G06207115 1,391 67,670 SH   SOLE   67,670 0 0
Avis Budget Group, Inc. COM 053774105 149,109 3,398,113 SH   SOLE   3,321,446 0 76,667
Avnet, Inc. COM 053807103 44,868 1,132,459 SH   SOLE   1,075,939 0 56,520
Axalta Coating Systems Ltd. COM G0750C108 332,032 10,260,574 SH   SOLE   9,503,618 0 756,956
B&G Foods, Inc. COM 05508R106 93,872 2,670,603 SH   SOLE   2,549,963 0 120,640
Baidu, Inc. COM 056752108 902 3,850 SH   SOLE   3,850 0 0
Bank of America Corp. COM 060505104 227 7,704 SH   SOLE   7,704 0 0
Bank of New York Mellon Corp. COM 064058100 1,898 35,237 SH   SOLE   35,237 0 0
BankUnited, Inc. COM 06652K103 310,708 7,630,342 SH   SOLE   7,425,865 0 204,477
Berkshire Hathaway, Inc. (Cl B COM 084670702 253,062 1,276,673 SH   SOLE   1,176,544 0 100,129
BioScrip, Inc. COM 09069N108 11,501 3,952,273 SH   SOLE   3,936,928 0 15,345
BOK Financial Corp. COM 05561Q201 90,645 981,856 SH   SOLE   931,930 0 49,926
Borgwarner, Inc. COM 099724106 401,028 7,849,438 SH   SOLE   7,213,640 0 635,797
Boston Scientific Corp. COM 101137107 74,970 3,024,204 SH   SOLE   2,843,714 0 180,490
Bridge Bancorp, Inc. COM 108035106 612 17,480 SH   SOLE   17,480 0 0
Brighthouse Financial, Inc. COM 10922N103 172,339 2,938,931 SH   SOLE   2,675,213 0 263,718
Broadridge Financial Solutions COM 11133T103 40,318 445,114 SH   SOLE   429,978 0 15,136
Brown & Brown, Inc. COM 115236101 84,713 1,646,194 SH   SOLE   1,579,831 0 66,363
BT Group PLC ADR COM 05577E101 798 43,784 SH   SOLE   43,784 0 0
Callaway Golf Co. COM 131193104 3,901 280,077 SH   SOLE   277,471 0 2,606
Capital One Financial Corp. COM 14040H105 45,981 461,749 SH   SOLE   461,749 0 0
Carrizo Oil & Gas, Inc. COM 144577103 3,115 146,360 SH   SOLE   144,935 0 1,425
Carter's, Inc. COM 146229109 15,495 131,882 SH   SOLE   130,972 0 910
Charter Communications, Inc. ( COM 16119P108 192,431 572,779 SH   SOLE   494,218 0 78,561
Cimarex Energy Co. COM 171798101 524,987 4,302,823 SH   SOLE   3,978,995 0 323,828
Cincinnati Bell, Inc. COM 171871502 11,213 537,806 SH   SOLE   534,945 0 2,861
Citigroup, Inc. COM 172967424 633,986 8,520,175 SH   SOLE   7,712,458 0 807,717
Cognizant Tech Solutions Corp. COM 192446102 88,034 1,239,562 SH   SOLE   1,239,562 0 0
Colfax Corp. COM 194014106 86,671 2,187,564 SH   SOLE   2,103,203 0 84,361
Colony NorthStar, Inc. (Cl. A) COM 19625W104 31,629 2,772,030 SH   SOLE   2,671,161 0 100,869
Comcast Corp. (Cl A) COM 20030N101 322,166 8,044,098 SH   SOLE   7,320,828 0 723,270
CommScope Holding Co., Inc. COM 20337X109 76,895 2,032,646 SH   SOLE   1,952,392 0 80,254
Coty, Inc. (Cl A) COM 222070203 195,089 9,808,419 SH   SOLE   9,020,059 0 788,359
Credit Suisse Group AG ADR COM 225401108 11,247 630,110 SH   SOLE   623,183 0 6,927
CSG Systems International, Inc COM 126349109 209 4,762 SH   SOLE   3,632 0 1,130
CubeSmart COM 229663109 107,353 3,712,055 SH   SOLE   3,531,389 0 180,666
DEERE & CO COM COM 244199105 44,410 283,754 SH   SOLE   283,033 0 721
Devon Energy Corp. COM 25179M103 147,597 3,565,136 SH   SOLE   3,078,265 0 486,871
ETF Ser Solutions DMND Hill Val 26922A875 12,097 383,050 SH   SOLE   383,050 0 0
Discover Financial Services COM 254709108 558,269 7,257,789 SH   SOLE   6,553,009 0 704,780
Dolby Laboratories, Inc. COM 25659T107 503 8,117 SH   SOLE   6,477 0 1,640
Dollar General Corp. COM 256677105 69,537 747,633 SH   SOLE   746,492 0 1,141
DST Systems, Inc. COM 233326107 49,911 804,104 SH   SOLE   800,284 0 3,820
Eastman Chemical Co. COM 277432100 108,888 1,175,388 SH   SOLE   1,006,115 0 169,273
Edgewell Personal Care Co. COM 28035Q102 41,560 699,781 SH   SOLE   666,049 0 33,732
Endo International PLC COM G30401106 7,693 992,669 SH   SOLE   992,669 0 0
Enstar Group Ltd. COM G3075P101 52,678 262,406 SH   SOLE   254,249 0 8,157
Express Scripts Holding Co. COM 30219G108 239 3,207 SH   SOLE   3,207 0 0
Exxon Mobil Corp. COM 30231G102 253 3,029 SH   SOLE   3,029 0 0
Facebook, Inc. COM 30303M102 533 3,019 SH   SOLE   3,019 0 0
Fastenal Co. COM 311900104 60,323 1,103,005 SH   SOLE   1,069,147 0 33,858
Fiat Chrysler Automobiles N.V. COM N31738102 670 37,550 SH   SOLE   37,550 0 0
First Data Corp. COM 32008D106 515 30,802 SH   SOLE   30,802 0 0
First Horizon National Corp. COM 320517105 64,959 3,249,573 SH   SOLE   3,097,228 0 152,345
First of Long Island Corp. COM 320734106 12,859 451,210 SH   SOLE   382,785 0 68,425
First Republic Bank COM 33616C100 225,662 2,604,593 SH   SOLE   2,413,207 0 191,386
Flowers Foods, Inc. COM 343498101 72,021 3,729,726 SH   SOLE   3,560,778 0 168,948
Ford Motor Co. COM 345370860 202,159 16,185,656 SH   SOLE   14,089,458 0 2,096,198
Fortinet, Inc. COM 34959E109 13,632 312,019 SH   SOLE   310,305 0 1,714
Fortis, Inc. COM 349553107 27,263 743,481 SH   SOLE   707,978 0 35,503
Franklin Resources, Inc. COM 354613101 167,687 3,869,996 SH   SOLE   3,524,311 0 345,684
Gilead Sciences, Inc. COM 375558103 3,649 50,942 SH   SOLE   50,942 0 0
GlaxoSmithKline PLC COM 37733W105 7,013 197,723 SH   SOLE   197,723 0 0
Goodyear Tire & Rubber Co. COM 382550101 226,145 6,999,226 SH   SOLE   6,412,272 0 586,954
Hanesbrands, Inc. COM 410345102 210,440 10,064,090 SH   SOLE   9,302,956 0 761,134
Hartford Financial Services Gr COM 416515104 209,220 3,717,489 SH   SOLE   3,286,429 0 431,059
Hillenbrand, Inc. COM 431571108 4,196 93,878 SH   SOLE   92,753 0 1,125
Honeywell International, Inc. COM 438516106 137,744 898,171 SH   SOLE   782,238 0 115,933
Horizon Global Corp. COM 44052W104 2,297 163,821 SH   SOLE   161,831 0 1,990
Hub Group, Inc. COM 443320106 150,398 3,139,828 SH   SOLE   3,014,404 0 125,424
Hyster-Yale Materials Handling COM 449172105 14,750 173,204 SH   SOLE   172,314 0 890
Integer Holdings Corp. COM 45826H109 5,968 131,750 SH   SOLE   131,021 0 729
iShares Russell 1000 Value COM 464287598 2,848 22,904 SH   SOLE   22,904 0 0
iShares Russell 3000 Index COM 464287689 428 2,703 SH   SOLE   2,703 0 0
iStar, Inc. COM 45031U101 80,584 7,131,301 SH   SOLE   6,898,535 0 232,766
Johnson & Johnson COM 478160104 267 1,909 SH   SOLE   1,909 0 0
Johnson Controls International COM G51502105 98,103 2,574,206 SH   SOLE   2,570,748 0 3,458
Jones Lang Lasalle, Inc. COM 48020Q107 74,247 498,533 SH   SOLE   472,929 0 25,604
JPMorgan Chase & Co. COM 46625H100 468,830 4,384,050 SH   SOLE   3,909,275 0 474,775
Juniper Networks, Inc. COM 48203R104 370,174 12,988,554 SH   SOLE   11,921,354 0 1,067,200
Keysight Technologies, Inc. COM 49338L103 38,403 923,142 SH   SOLE   866,012 0 57,130
Kimberly-Clark Corp. COM 494368103 302,003 2,502,922 SH   SOLE   2,269,307 0 233,615
Kirby Corp. COM 497266106 171,057 2,560,736 SH   SOLE   2,488,519 0 72,217
Liberty Global PLC (Cl A) COM G5480U104 12,167 339,479 SH   SOLE   335,617 0 3,862
Lifepoint Health, Inc. COM 53219L109 81,484 1,636,233 SH   SOLE   1,559,748 0 76,485
Live Nation Entertainment, Inc COM 538034109 43,385 1,019,149 SH   SOLE   1,013,329 0 5,820
Loews Corp. COM 540424108 275,029 5,497,281 SH   SOLE   5,042,242 0 455,039
Marsh & McLennan Cos., Inc. COM 571748102 185,597 2,280,338 SH   SOLE   1,984,186 0 296,152
McKesson Corp. COM 58155Q103 259 1,662 SH   SOLE   1,662 0 0
Medtronic PLC COM G5960L103 328,335 4,066,070 SH   SOLE   3,666,705 0 399,364
MetLife, Inc. COM 59156R108 397,198 7,855,968 SH   SOLE   7,176,327 0 679,641
Microsoft Corp. COM 594918104 476,481 5,570,266 SH   SOLE   5,010,832 0 559,434
Mid-America Apartment Communit COM 59522J103 52,670 523,771 SH   SOLE   500,097 0 23,674
Molson Coors Brewing Co. (Cl B COM 60871R209 295,689 3,602,892 SH   SOLE   3,345,960 0 256,932
Morgan Stanley COM 617446448 384,031 7,319,050 SH   SOLE   6,447,733 0 871,317
Mylan N.V. COM N59465109 735 17,383 SH   SOLE   17,383 0 0
Nationstar Mortgage Holdings, COM 63861C109 118,658 6,413,970 SH   SOLE   6,165,185 0 248,785
Natus Medical, Inc. COM 639050103 19,496 510,364 SH   SOLE   507,749 0 2,615
Navigators Group, Inc. COM 638904102 64,945 1,333,571 SH   SOLE   1,284,279 0 49,292
Noble Energy, Inc. COM 655044105 4,439 152,329 SH   SOLE   151,425 0 904
NVR, Inc. COM 62944T105 95,729 27,287 SH   SOLE   25,693 0 1,594
Orthofix International N.V. COM N6748L102 25,913 473,732 SH   SOLE   448,821 0 24,911
Parker Hannifin Corp. COM 701094104 306,659 1,536,520 SH   SOLE   1,371,483 0 165,037
PepsiCo, Inc. COM 713448108 231,487 1,930,343 SH   SOLE   1,703,115 0 227,228
Pfizer, Inc. COM 717081103 395,128 10,909,103 SH   SOLE   9,915,714 0 993,389
Philip Morris International, I COM 718172109 399,758 3,783,794 SH   SOLE   3,438,734 0 345,060
PNC Financial Services Group, COM 693475105 224,964 1,559,109 SH   SOLE   1,351,224 0 207,884
Popular, Inc. COM 733174700 156,152 4,399,882 SH   SOLE   4,337,286 0 62,596
Post Holdings, Inc. COM 737446104 118,179 1,491,594 SH   SOLE   1,424,063 0 67,531
Praxair, Inc. COM 74005P104 164,820 1,065,555 SH   SOLE   919,292 0 146,263
Proassurance Corp. COM 74267C106 19,644 343,732 SH   SOLE   342,102 0 1,630
Procter & Gamble Co. COM 742718109 263,121 2,863,750 SH   SOLE   2,492,792 0 370,958
Public Storage COM 74460D109 646 3,091 SH   SOLE   3,091 0 0
Red Rock Resorts, Inc. COM 75700L108 157,151 4,657,700 SH   SOLE   4,472,609 0 185,091
Reinsurance Group of America COM 759351604 69,880 448,151 SH   SOLE   424,407 0 23,744
Sanmina-SCI Corp. COM 801056102 34,556 1,047,146 SH   SOLE   1,011,120 0 36,026
Sensata Technologies Holding N COM N7902X106 1,658 32,442 SH   SOLE   32,442 0 0
SPX Flow, Inc. COM 78469X107 61,119 1,285,353 SH   SOLE   1,230,905 0 54,448
Starbucks Corp. COM 855244109 41,530 723,144 SH   SOLE   723,144 0 0
State Bank Financial Corp. COM 856190103 11,536 386,597 SH   SOLE   384,562 0 2,035
Sterling Bancorp COM 85917A100 16,280 661,784 SH   SOLE   658,666 0 3,118
SVB Financial Group COM 78486Q101 56,035 239,701 SH   SOLE   225,837 0 13,864
Tanger Factory Outlet Centers, COM 875465106 13,210 498,296 SH   SOLE   495,826 0 2,470
Tegna, Inc. COM 87901J105 139,524 9,909,365 SH   SOLE   9,173,895 0 735,470
Tenneco, Inc. COM 880349105 29,499 503,914 SH   SOLE   501,436 0 2,478
Thermo Fisher Scientific, Inc. COM 883556102 209,063 1,101,027 SH   SOLE   966,538 0 134,489
Tivo Corp. COM 88870P106 7,137 457,509 SH   SOLE   454,494 0 3,015
TJX Cos., Inc. COM 872540109 357,361 4,673,826 SH   SOLE   4,235,822 0 438,004
Toro Co. COM 891092108 12,233 187,544 SH   SOLE   186,464 0 1,080
Treehouse Foods, Inc. COM 89469A104 19,684 397,971 SH   SOLE   374,196 0 23,775
TriMas Corp. COM 896215209 7,255 271,206 SH   SOLE   269,331 0 1,875
Trinity Industries, Inc. COM 896522109 40,091 1,070,237 SH   SOLE   1,064,517 0 5,720
Twenty-First Century Fox, Inc. COM 90130A200 114,274 3,349,181 SH   SOLE   3,134,831 0 214,350
UGI Corp. COM 902681105 97,772 2,082,479 SH   SOLE   1,985,906 0 96,573
United Continental Holdings, I COM 910047109 215,919 3,203,548 SH   SOLE   3,157,897 0 45,651
United Technologies Corp. COM 913017109 481,967 3,778,056 SH   SOLE   3,453,340 0 324,716
V.F. Corp. COM 918204108 286,573 3,872,604 SH   SOLE   3,472,181 0 400,423
Vail Resorts, Inc. COM 91879Q109 67,780 319,012 SH   SOLE   317,310 0 1,702
Valeant Pharmaceuticals Intern COM 91911K102 717 34,500 SH   SOLE   34,500 0 0
Validus Holdings Ltd COM G9319H102 98,611 2,101,693 SH   SOLE   2,003,745 0 97,948
Vantiv, Inc. COM 92210H105 333,193 4,530,162 SH   SOLE   4,150,815 0 379,347
Verisk Analytics, Inc. COM 92345Y106 156,514 1,630,357 SH   SOLE   1,426,763 0 203,594
Walt Disney Co. COM 254687106 224,807 2,091,034 SH   SOLE   1,880,919 0 210,115
Wells Fargo & Co. COM 949746101 21,505 354,459 SH   SOLE   354,459 0 0
Wesco International, Inc. COM 95082P105 617 9,050 SH   SOLE   7,680 0 1,370
Whirlpool Corp. COM 963320106 181,304 1,075,096 SH   SOLE   1,000,268 0 74,828
Willis Towers Watson PLC COM G96629103 136,126 903,349 SH   SOLE   849,062 0 54,287
WNS Holdings ADR COM 92932M101 11,991 298,809 SH   SOLE   297,291 0 1,518
XL Group Ltd. COM G98294104 49,918 1,419,733 SH   SOLE   1,335,260 0 84,473