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 88,585 1,900,962 SH   SOLE   1,818,418 0 82,544
Abbott Laboratories COM 002824100 627,164 10,466,682 SH   SOLE   9,366,086 0 1,100,596
Acorda Thearapeutics, Inc. COM 00484M106 326 13,774 SH   SOLE   13,774 0 0
Aetna, Inc. COM 00817Y108 289,890 1,715,322 SH   SOLE   1,484,682 0 230,640
Aircastle Ltd. COM G0129K104 47,823 2,407,993 SH   SOLE   2,329,044 0 78,949
Alaska Air Group, Inc. COM 011659109 17,068 275,474 SH   SOLE   274,274 0 1,200
Alleghany Corp. COM 017175100 13,259 21,579 SH   SOLE   21,466 0 113
Allegiant Travel Co. COM 01748X102 69,119 400,575 SH   SOLE   381,661 0 18,914
Allergan PLC COM G0177J108 4,319 25,667 SH   SOLE   25,667 0 0
Alphabet, Inc. (Cl. A) COM 02079K305 511,672 493,349 SH   SOLE   448,158 0 45,191
Alphabet, Inc. (Cl. C) COM 02079K107 756 733 SH   SOLE   733 0 0
Amazon.com, Inc. COM 023135106 567 392 SH   SOLE   392 0 0
American Campus Communities, I COM 024835100 82,436 2,134,540 SH   SOLE   2,020,222 0 114,318
Apple, Inc. COM 037833100 383,431 2,285,321 SH   SOLE   2,060,032 0 225,289
Aptiv PLC COM G6095L109 706 8,313 SH   SOLE   8,313 0 0
Assured Guaranty Ltd. COM G0585R106 5,361 148,096 SH   SOLE   147,266 0 830
Atlas Financial Holdings, Inc. COM G06207115 749 72,394 SH   SOLE   72,394 0 0
Avis Budget Group, Inc. COM 053774105 74,463 1,589,731 SH   SOLE   1,557,986 0 31,745
Avnet, Inc. COM 053807103 46,192 1,106,121 SH   SOLE   1,049,601 0 56,520
Axalta Coating Systems Ltd. COM G0750C108 328,759 10,889,676 SH   SOLE   10,082,110 0 807,566
B&G Foods, Inc. COM 05508R106 62,457 2,635,320 SH   SOLE   2,514,830 0 120,490
Baidu, Inc. COM 056752108 891 3,990 SH   SOLE   3,990 0 0
Banco Bilbao Vizcaya Argentari COM 05946K101 611 77,345 SH   SOLE   77,345 0 0
Bank of America Corp. COM 060505104 265 8,836 SH   SOLE   8,836 0 0
Bank of New York Mellon Corp. COM 064058100 1,638 31,784 SH   SOLE   31,784 0 0
Bank of the Ozarks, Inc. COM 063904106 81,272 1,683,696 SH   SOLE   1,611,956 0 71,740
BankUnited, Inc. COM 06652K103 282,780 7,073,030 SH   SOLE   6,871,176 0 201,854
Berkshire Hathaway, Inc. (Cl B COM 084670702 423,937 2,125,213 SH   SOLE   1,916,185 0 209,028
BioScrip, Inc. COM 09069N108 9,920 4,032,415 SH   SOLE   4,014,925 0 17,490
BOK Financial Corp. COM 05561Q201 80,440 812,608 SH   SOLE   773,757 0 38,851
Borgwarner, Inc. COM 099724106 408,803 8,138,617 SH   SOLE   7,422,325 0 716,292
Boston Scientific Corp. COM 101137107 81,943 2,999,394 SH   SOLE   2,818,904 0 180,490
Bridge Bancorp, Inc. COM 108035106 586 17,480 SH   SOLE   17,480 0 0
Brighthouse Financial, Inc. COM 10922N103 189,335 3,683,564 SH   SOLE   3,379,648 0 303,916
Broadridge Financial Solutions COM 11133T103 47,567 433,648 SH   SOLE   418,607 0 15,041
Brown & Brown, Inc. COM 115236101 79,217 3,113,860 SH   SOLE   2,982,504 0 131,356
BT Group PLC ADR COM 05577E101 895 55,391 SH   SOLE   55,391 0 0
Cal Maine Foods, Inc. COM 128030202 10,961 250,816 SH   SOLE   249,649 0 1,167
Callaway Golf Co. COM 131193104 4,576 279,717 SH   SOLE   277,321 0 2,396
Capital One Financial Corp. COM 14040H105 24,213 252,693 SH   SOLE   252,693 0 0
Carrizo Oil & Gas, Inc. COM 144577103 2,337 146,035 SH   SOLE   144,835 0 1,200
Carter's, Inc. COM 146229109 12,188 117,082 SH   SOLE   116,412 0 670
Charter Communications, Inc. ( COM 16119P108 190,326 611,549 SH   SOLE   530,591 0 80,958
Cimarex Energy Co. COM 171798101 475,300 5,083,427 SH   SOLE   4,673,759 0 409,668
Cincinnati Bell, Inc. COM 171871502 8,274 597,371 SH   SOLE   594,655 0 2,716
Citigroup, Inc. COM 172967424 596,992 8,844,327 SH   SOLE   7,990,160 0 854,167
Coca-Cola Co. COM 191216100 239 5,507 SH   SOLE   5,507 0 0
Cognizant Tech Solutions Corp. COM 192446102 96,114 1,193,964 SH   SOLE   1,193,964 0 0
Colfax Corp. COM 194014106 86,923 2,724,863 SH   SOLE   2,615,905 0 108,958
Comcast Corp. (Cl A) COM 20030N101 279,766 8,187,478 SH   SOLE   7,380,612 0 806,866
CommScope Holding Co., Inc. COM 20337X109 58,244 1,457,200 SH   SOLE   1,407,485 0 49,715
Constellation Brands, Inc. (Cl COM 21036P108 44,661 195,952 SH   SOLE   178,783 0 17,169
Coty, Inc. (Cl A) COM 222070203 177,749 9,713,070 SH   SOLE   8,929,214 0 783,856
Credit Suisse Group AG ADR COM 225401108 10,935 651,295 SH   SOLE   644,368 0 6,927
CubeSmart COM 229663109 104,711 3,713,146 SH   SOLE   3,532,715 0 180,431
DEERE & CO COM COM 244199105 1,538 9,900 SH   SOLE   9,900 0 0
Delphi Automotive PLC COM G2709G107 218 4,571 SH   SOLE   4,571 0 0
Devon Energy Corp. COM 25179M103 250,679 7,885,465 SH   SOLE   6,910,686 0 974,779
ETF Ser Solutions DMND Hill Val 26922A875 12,570 401,850 SH   SOLE   401,850 0 0
Discover Financial Services COM 254709108 554,729 7,712,071 SH   SOLE   6,976,162 0 735,909
Dolby Laboratories, Inc. COM 25659T107 503 7,912 SH   SOLE   6,387 0 1,525
Dollar General Corp. COM 256677105 69,648 744,505 SH   SOLE   743,528 0 977
DST Systems, Inc. COM 233326107 67,179 803,094 SH   SOLE   799,634 0 3,460
Eastman Chemical Co. COM 277432100 122,928 1,164,308 SH   SOLE   995,786 0 168,522
Edgewell Personal Care Co. COM 28035Q102 33,206 680,175 SH   SOLE   649,222 0 30,953
Endo International PLC COM G30401106 6,473 1,089,659 SH   SOLE   1,089,659 0 0
Enstar Group Ltd. COM G3075P101 56,485 268,654 SH   SOLE   260,448 0 8,206
Exxon Mobil Corp. COM 30231G102 316 4,236 SH   SOLE   4,236 0 0
Facebook, Inc. COM 30303M102 149,885 938,015 SH   SOLE   816,632 0 121,383
Fastenal Co. COM 311900104 1,964 35,979 SH   SOLE   35,979 0 0
Fiat Chrysler Automobiles N.V. COM N31738102 962 46,857 SH   SOLE   46,857 0 0
First Data Corp. COM 32008D106 1,116 69,748 SH   SOLE   69,748 0 0
First Horizon National Corp. COM 320517105 33,928 1,801,781 SH   SOLE   1,736,951 0 64,830
First of Long Island Corp. COM 320734106 12,375 450,835 SH   SOLE   382,600 0 68,235
First Republic Bank COM 33616C100 286,503 3,093,649 SH   SOLE   2,846,610 0 247,039
Flowers Foods, Inc. COM 343498101 79,535 3,638,394 SH   SOLE   3,469,976 0 168,418
Fortis, Inc. COM 349553107 24,951 738,840 SH   SOLE   703,507 0 35,333
Franklin Resources, Inc. COM 354613101 139,279 4,016,124 SH   SOLE   3,627,216 0 388,908
Gilead Sciences, Inc. COM 375558103 79,503 1,054,552 SH   SOLE   925,391 0 129,161
GlaxoSmithKline PLC COM 37733W105 7,389 189,130 SH   SOLE   189,130 0 0
Global Indemnity Ltd. (Cl A) COM G3933F105 288 8,330 SH   SOLE   8,330 0 0
Goodyear Tire & Rubber Co. COM 382550101 207,881 7,820,968 SH   SOLE   7,055,058 0 765,910
Hanesbrands, Inc. COM 410345102 188,192 10,216,744 SH   SOLE   9,324,172 0 892,572
Hartford Financial Services Gr COM 416515104 155,530 3,018,836 SH   SOLE   2,634,884 0 383,952
Hillenbrand, Inc. COM 431571108 3,987 86,858 SH   SOLE   85,838 0 1,020
Honeywell International, Inc. COM 438516106 128,915 892,087 SH   SOLE   776,364 0 115,723
Horizon Global Corp. COM 44052W104 1,348 163,586 SH   SOLE   161,741 0 1,845
Hub Group, Inc. COM 443320106 124,240 2,968,688 SH   SOLE   2,850,776 0 117,912
Hyster-Yale Materials Handling COM 449172105 11,782 168,479 SH   SOLE   167,664 0 815
Integer Holdings Corp. COM 45826H109 5,287 93,496 SH   SOLE   92,851 0 645
iStar, Inc. COM 45031U101 72,138 7,093,262 SH   SOLE   6,861,601 0 231,661
Johnson & Johnson COM 478160104 235 1,831 SH   SOLE   1,831 0 0
Johnson Controls International COM G51502105 112,724 3,198,754 SH   SOLE   3,193,223 0 5,531
Jones Lang Lasalle, Inc. COM 48020Q107 52,542 300,861 SH   SOLE   286,831 0 14,030
JPMorgan Chase & Co. COM 46625H100 381,439 3,468,572 SH   SOLE   3,071,797 0 396,775
Juniper Networks, Inc. COM 48203R104 172,748 7,100,208 SH   SOLE   6,682,399 0 417,809
Keysight Technologies, Inc. COM 49338L103 33,070 631,232 SH   SOLE   593,301 0 37,931
Kimberly-Clark Corp. COM 494368103 224,697 2,040,286 SH   SOLE   1,831,863 0 208,423
Kirby Corp. COM 497266106 186,857 2,428,296 SH   SOLE   2,356,254 0 72,042
Liberty Global PLC (Cl A) COM G5480U104 11,774 376,035 SH   SOLE   372,317 0 3,718
Liberty Media Corp., Series C, COM 531229854 18,218 590,520 SH   SOLE   554,715 0 35,805
Lifepoint Health, Inc. COM 53219L109 75,813 1,613,040 SH   SOLE   1,536,555 0 76,485
Live Nation Entertainment, Inc COM 538034109 40,191 953,739 SH   SOLE   948,979 0 4,760
Loews Corp. COM 540424108 283,668 5,704,167 SH   SOLE   5,203,952 0 500,215
Marsh & McLennan Cos., Inc. COM 571748102 186,175 2,254,203 SH   SOLE   1,934,139 0 320,064
McKesson Corp. COM 58155Q103 234 1,663 SH   SOLE   1,663 0 0
Medtronic PLC COM G5960L103 339,117 4,227,340 SH   SOLE   3,784,547 0 442,793
MetLife, Inc. COM 59156R108 499,434 10,883,295 SH   SOLE   9,890,754 0 992,541
Microsoft Corp. COM 594918104 516,860 5,662,974 SH   SOLE   5,093,217 0 569,757
Mid-America Apartment Communit COM 59522J103 67,964 744,890 SH   SOLE   708,223 0 36,667
Molson Coors Brewing Co. (Cl B COM 60871R209 328,612 4,362,297 SH   SOLE   4,030,791 0 331,506
Morgan Stanley COM 617446448 206,963 3,835,492 SH   SOLE   3,358,395 0 477,097
Mylan N.V. COM N59465109 320 7,780 SH   SOLE   7,780 0 0
Nationstar Mortgage Holdings, COM 63861C109 113,699 6,330,707 SH   SOLE   6,082,497 0 248,210
Natus Medical, Inc. COM 639050103 17,160 509,954 SH   SOLE   507,554 0 2,400
Navigators Group, Inc. COM 638904102 74,544 1,293,051 SH   SOLE   1,244,195 0 48,856
Noble Energy, Inc. COM 655044105 4,626 152,666 SH   SOLE   151,817 0 849
NVR, Inc. COM 62944T105 78,795 28,141 SH   SOLE   26,547 0 1,594
Orthofix International N.V. COM N6748L102 24,682 419,909 SH   SOLE   394,998 0 24,911
Parker Hannifin Corp. COM 701094104 262,539 1,535,046 SH   SOLE   1,357,940 0 177,106
PepsiCo, Inc. COM 713448108 231,016 2,116,499 SH   SOLE   1,824,823 0 291,676
Pfizer, Inc. COM 717081103 337,424 9,507,569 SH   SOLE   8,596,295 0 911,274
Philip Morris International, I COM 718172109 428,447 4,310,333 SH   SOLE   3,899,845 0 410,488
PNC Financial Services Group, COM 693475105 190,668 1,260,696 SH   SOLE   1,089,515 0 171,181
Popular, Inc. COM 733174700 160,485 3,855,960 SH   SOLE   3,793,364 0 62,596
Post Holdings, Inc. COM 737446104 126,351 1,667,777 SH   SOLE   1,593,162 0 74,615
Praxair, Inc. COM 74005P104 153,638 1,064,711 SH   SOLE   912,336 0 152,375
Proassurance Corp. COM 74267C106 16,737 344,747 SH   SOLE   343,022 0 1,725
Procter & Gamble Co. COM 742718109 225,793 2,848,046 SH   SOLE   2,464,168 0 383,878
Public Storage COM 74460D109 803 4,007 SH   SOLE   4,007 0 0
Red Rock Resorts, Inc. COM 75700L108 138,468 4,729,101 SH   SOLE   4,544,617 0 184,484
Reinsurance Group of America COM 759351604 67,793 440,216 SH   SOLE   416,507 0 23,709
Sanmina-SCI Corp. COM 801056102 58,581 2,240,210 SH   SOLE   2,144,997 0 95,213
Sensata Technologies Holding P COM G8060N102 1,629 31,433 SH   SOLE   31,433 0 0
SPX Flow, Inc. COM 78469X107 52,719 1,071,736 SH   SOLE   1,027,973 0 43,763
Starbucks Corp. COM 855244109 37,500 647,787 SH   SOLE   647,787 0 0
State Bank Financial Corp. COM 856190103 11,629 387,512 SH   SOLE   385,667 0 1,845
Stericycle, Inc. COM 858912108 2,486 42,470 SH   SOLE   42,470 0 0
Sterling Bancorp COM 85917A100 16,674 739,414 SH   SOLE   736,251 0 3,163
SVB Financial Group COM 78486Q101 56,591 235,787 SH   SOLE   221,923 0 13,864
T-Mobile US, Inc. COM 872590104 480 7,863 SH   SOLE   7,863 0 0
Tanger Factory Outlet Centers, COM 875465106 10,561 480,054 SH   SOLE   477,839 0 2,215
Tegna, Inc. COM 87901J105 111,028 9,747,887 SH   SOLE   8,983,088 0 764,799
Tenneco, Inc. COM 880349105 27,722 505,224 SH   SOLE   502,646 0 2,578
Texas Instruments, Inc. COM 882508104 111,130 1,069,685 SH   SOLE   919,751 0 149,934
Thermo Fisher Scientific, Inc. COM 883556102 224,549 1,087,616 SH   SOLE   955,738 0 131,878
Tivo Corp. COM 88870P106 6,193 457,064 SH   SOLE   454,304 0 2,760
TJX Cos., Inc. COM 872540109 375,010 4,597,962 SH   SOLE   4,132,610 0 465,352
Toro Co. COM 891092108 11,702 187,379 SH   SOLE   186,389 0 990
Treehouse Foods, Inc. COM 89469A104 9,877 258,095 SH   SOLE   242,712 0 15,383
TriMas Corp. COM 896215209 7,110 270,851 SH   SOLE   269,166 0 1,685
Trinity Industries, Inc. COM 896522109 34,892 1,069,332 SH   SOLE   1,064,102 0 5,230
Twenty-First Century Fox, Inc. COM 90130A200 145,104 3,989,652 SH   SOLE   3,661,607 0 328,045
UGI Corp. COM 902681105 106,144 2,389,565 SH   SOLE   2,275,873 0 113,692
United Continental Holdings, I COM 910047109 389,043 5,600,156 SH   SOLE   5,244,457 0 355,699
United Technologies Corp. COM 913017109 440,118 3,498,000 SH   SOLE   3,173,552 0 324,448
V.F. Corp. COM 918204108 283,256 3,821,589 SH   SOLE   3,398,233 0 423,356
Vail Resorts, Inc. COM 91879Q109 80,430 362,788 SH   SOLE   359,355 0 3,433
Validus Holdings Ltd COM G9319H102 134,933 2,000,486 SH   SOLE   1,905,451 0 95,035
Verisk Analytics, Inc. COM 92345Y106 168,165 1,616,968 SH   SOLE   1,413,504 0 203,464
Versum Materials, Inc. COM 92532W103 8,850 235,196 SH   SOLE   233,466 0 1,730
Visa, Inc. COM 92826C839 232 1,943 SH   SOLE   1,943 0 0
Walt Disney Co. COM 254687106 216,546 2,155,976 SH   SOLE   1,931,290 0 224,686
Wells Fargo & Co. COM 949746101 16,493 314,691 SH   SOLE   314,691 0 0
Wesco International, Inc. COM 95082P105 549 8,840 SH   SOLE   7,585 0 1,255
Willis Towers Watson PLC COM G96629103 135,111 887,779 SH   SOLE   833,492 0 54,287
WNS Holdings ADR COM 92932M101 12,992 286,616 SH   SOLE   285,223 0 1,393
Worldpay, Inc. (Cl A) COM 981558109 367,585 4,469,658 SH   SOLE   4,095,283 0 374,375
WR Grace & Co. COM 38388F108 245 4,000 SH   SOLE   4,000 0 0
XL Group Ltd. COM G98294104 47,009 850,691 SH   SOLE   799,973 0 50,718