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 75,792 1,744,346 SH   SOLE   1,661,802 0 82,544
Abbott Laboratories COM 002824100 617,031 10,116,925 SH   SOLE   9,013,768 0 1,103,157
Acorda Thearapeutics, Inc. COM 00484M106 395 13,774 SH   SOLE   13,774 0 0
Aetna, Inc. COM 00817Y108 313,134 1,706,452 SH   SOLE   1,475,836 0 230,616
Aircastle Ltd. COM G0129K104 48,983 2,389,418 SH   SOLE   2,310,469 0 78,949
Alaska Air Group, Inc. COM 011659109 58,026 960,848 SH   SOLE   941,212 0 19,636
Alleghany Corp. COM 017175100 12,366 21,508 SH   SOLE   21,395 0 113
Allegiant Travel Co. COM 01748X102 58,239 419,139 SH   SOLE   400,225 0 18,914
Allergan PLC COM G0177J108 5,105 30,622 SH   SOLE   30,622 0 0
Alphabet, Inc. (Cl. A) COM 02079K305 508,624 450,433 SH   SOLE   403,433 0 47,000
Alphabet, Inc. (Cl. C) COM 02079K107 835 748 SH   SOLE   748 0 0
Amazon.com, Inc. COM 023135106 719 423 SH   SOLE   423 0 0
American Campus Communities, I COM 024835100 91,456 2,132,844 SH   SOLE   2,018,286 0 114,558
Apple, Inc. COM 037833100 306,475 1,655,635 SH   SOLE   1,487,068 0 168,567
Aptiv PLC COM G6095L109 762 8,319 SH   SOLE   8,319 0 0
Assured Guaranty Ltd. COM G0585R106 5,268 147,436 SH   SOLE   146,606 0 830
AT&T, Inc. COM 00206R102 210 6,552 SH   SOLE   6,552 0 0
Atlas Financial Holdings, Inc. COM G06207115 543 62,059 SH   SOLE   62,059 0 0
Avis Budget Group, Inc. COM 053774105 55,007 1,692,509 SH   SOLE   1,661,234 0 31,275
Avnet, Inc. COM 053807103 46,961 1,094,917 SH   SOLE   1,038,397 0 56,520
Axalta Coating Systems Ltd. COM G0750C108 315,818 10,419,595 SH   SOLE   9,608,636 0 810,959
B&G Foods, Inc. COM 05508R106 74,187 2,481,157 SH   SOLE   2,363,795 0 117,362
Baidu, Inc. COM 056752108 1,007 4,145 SH   SOLE   4,145 0 0
Banco Bilbao Vizcaya Argentari COM 05946K101 825 117,845 SH   SOLE   117,845 0 0
Bank of America Corp. COM 060505104 276 9,800 SH   SOLE   9,800 0 0
Bank of New York Mellon Corp. COM 064058100 1,723 31,954 SH   SOLE   31,954 0 0
Bank of the Ozarks, Inc. COM 063904106 100,780 2,237,571 SH   SOLE   2,152,016 0 85,555
BankUnited, Inc. COM 06652K103 249,183 6,099,959 SH   SOLE   5,908,191 0 191,768
Berkshire Hathaway, Inc. (Cl B COM 084670702 438,955 2,351,755 SH   SOLE   2,104,336 0 247,419
BioScrip, Inc. COM 09069N108 11,773 4,017,981 SH   SOLE   4,000,491 0 17,490
BOK Financial Corp. COM 05561Q201 61,451 653,661 SH   SOLE   623,184 0 30,477
Borgwarner, Inc. COM 099724106 361,697 8,380,386 SH   SOLE   7,638,552 0 741,834
Boston Scientific Corp. COM 101137107 95,241 2,912,581 SH   SOLE   2,742,042 0 170,539
Bridge Bancorp, Inc. COM 108035106 561 15,605 SH   SOLE   15,605 0 0
Brighthouse Financial, Inc. COM 10922N103 244,201 6,094,350 SH   SOLE   5,627,900 0 466,450
Broadridge Financial Solutions COM 11133T103 48,439 420,845 SH   SOLE   405,909 0 14,936
Brown & Brown, Inc. COM 115236101 82,911 2,989,955 SH   SOLE   2,865,480 0 124,475
BT Group PLC ADR COM 05577E101 1,011 69,951 SH   SOLE   69,951 0 0
Cadence Bancorporation Cl A COM 12739A100 25,339 877,678 SH   SOLE   821,940 0 55,738
Cal Maine Foods, Inc. COM 128030202 14,418 314,459 SH   SOLE   312,817 0 1,642
Callaway Golf Co. COM 131193104 2,846 150,046 SH   SOLE   148,735 0 1,311
Capital One Financial Corp. COM 14040H105 664 7,220 SH   SOLE   7,220 0 0
Carrizo Oil & Gas, Inc. COM 144577103 4,056 145,627 SH   SOLE   144,427 0 1,200
Carter's, Inc. COM 146229109 12,633 116,555 SH   SOLE   115,885 0 670
Charter Communications, Inc. ( COM 16119P108 184,031 627,643 SH   SOLE   536,544 0 91,099
Check Point Software Technolog COM M22465104 286 2,926 SH   SOLE   2,926 0 0
Chevron Corp. COM 166764100 213 1,684 SH   SOLE   1,684 0 0
Cimarex Energy Co. COM 171798101 549,007 5,396,174 SH   SOLE   4,955,206 0 440,968
Cincinnati Bell, Inc. COM 171871502 9,346 595,270 SH   SOLE   592,554 0 2,716
Citigroup, Inc. COM 172967424 625,040 9,340,115 SH   SOLE   8,376,699 0 963,416
Cognizant Tech Solutions Corp. COM 192446102 86,409 1,093,929 SH   SOLE   1,093,929 0 0
Colfax Corp. COM 194014106 82,794 2,701,286 SH   SOLE   2,592,328 0 108,958
Comcast Corp. (Cl A) COM 20030N101 271,141 8,263,967 SH   SOLE   7,414,100 0 849,867
CommScope Holding Co., Inc. COM 20337X109 41,903 1,434,789 SH   SOLE   1,385,244 0 49,545
Constellation Brands, Inc. (Cl COM 21036P108 16,206 74,045 SH   SOLE   74,045 0 0
Coty, Inc. (Cl A) COM 222070203 69,229 4,909,885 SH   SOLE   4,810,601 0 99,284
Credit Suisse Group AG ADR COM 225401108 963 64,720 SH   SOLE   64,720 0 0
CubeSmart COM 229663109 111,184 3,450,767 SH   SOLE   3,278,426 0 172,341
DEERE & CO COM COM 244199105 1,376 9,841 SH   SOLE   9,841 0 0
Delphi Automotive PLC COM G2709G107 208 4,571 SH   SOLE   4,571 0 0
Devon Energy Corp. COM 25179M103 404,507 9,201,696 SH   SOLE   8,020,368 0 1,181,328
ETF Ser Solutions DMND Hill Val 26922A875 12,442 385,925 SH   SOLE   385,925 0 0
Discover Financial Services COM 254709108 535,738 7,608,832 SH   SOLE   6,829,370 0 779,462
Dolby Laboratories, Inc. COM 25659T107 398 6,446 SH   SOLE   4,921 0 1,525
Dollar General Corp. COM 256677105 66,173 671,128 SH   SOLE   670,347 0 781
Eastman Chemical Co. COM 277432100 115,019 1,150,647 SH   SOLE   982,136 0 168,511
Edgewell Personal Care Co. COM 28035Q102 4,134 81,919 SH   SOLE   81,549 0 370
Endo International PLC COM G30401106 10,375 1,100,259 SH   SOLE   1,100,259 0 0
Enstar Group Ltd. COM G3075P101 58,113 280,332 SH   SOLE   272,111 0 8,221
Exxon Mobil Corp. COM 30231G102 287 3,471 SH   SOLE   3,471 0 0
Facebook, Inc. COM 30303M102 320,296 1,648,291 SH   SOLE   1,476,532 0 171,759
Fastenal Co. COM 311900104 1,732 35,994 SH   SOLE   35,994 0 0
Fiat Chrysler Automobiles N.V. COM N31738102 966 51,158 SH   SOLE   51,158 0 0
First Data Corp. COM 32008D106 1,460 69,748 SH   SOLE   69,748 0 0
First Horizon National Corp. COM 320517105 31,852 1,785,405 SH   SOLE   1,720,575 0 64,830
First of Long Island Corp. COM 320734106 11,893 478,586 SH   SOLE   410,236 0 68,350
First Republic Bank COM 33616C100 283,590 2,929,950 SH   SOLE   2,682,973 0 246,977
Flowers Foods, Inc. COM 343498101 72,032 3,458,076 SH   SOLE   3,290,258 0 167,818
Fortis, Inc. COM 349553107 22,191 696,075 SH   SOLE   661,262 0 34,813
Franklin Resources, Inc. COM 354613101 125,277 3,908,784 SH   SOLE   3,519,826 0 388,958
Gilead Sciences, Inc. COM 375558103 115,621 1,632,142 SH   SOLE   1,433,351 0 198,791
GlaxoSmithKline PLC COM 37733W105 7,406 183,730 SH   SOLE   183,730 0 0
Global Indemnity Ltd. (Cl A) COM G3933F105 325 8,330 SH   SOLE   8,330 0 0
Goodyear Tire & Rubber Co. COM 382550101 191,782 8,234,533 SH   SOLE   7,427,165 0 807,368
Hanesbrands, Inc. COM 410345102 204,117 9,269,634 SH   SOLE   8,307,227 0 962,407
Hartford Financial Services Gr COM 416515104 151,884 2,970,555 SH   SOLE   2,585,099 0 385,456
Hillenbrand, Inc. COM 431571108 4,047 85,827 SH   SOLE   84,807 0 1,020
Honeywell International, Inc. COM 438516106 128,340 890,943 SH   SOLE   769,425 0 121,518
Horizon Global Corp. COM 44052W104 3,190 535,305 SH   SOLE   532,070 0 3,235
Hub Group, Inc. COM 443320106 146,079 2,933,306 SH   SOLE   2,815,394 0 117,912
Hyster-Yale Materials Handling COM 449172105 13,921 216,672 SH   SOLE   215,762 0 910
Integer Holdings Corp. COM 45826H109 6,011 92,984 SH   SOLE   92,339 0 645
iStar, Inc. COM 45031U101 75,754 7,020,789 SH   SOLE   6,789,128 0 231,661
Johnson & Johnson COM 478160104 225 1,853 SH   SOLE   1,853 0 0
Johnson Controls International COM G51502105 117,877 3,523,973 SH   SOLE   3,517,040 0 6,933
Jones Lang Lasalle, Inc. COM 48020Q107 45,560 274,476 SH   SOLE   261,661 0 12,815
JPMorgan Chase & Co. COM 46625H100 361,701 3,471,222 SH   SOLE   3,047,284 0 423,938
Juniper Networks, Inc. COM 48203R104 100,132 3,651,787 SH   SOLE   3,532,854 0 118,933
Keysight Technologies, Inc. COM 49338L103 24,414 413,591 SH   SOLE   389,917 0 23,674
Kimberly-Clark Corp. COM 494368103 204,823 1,944,400 SH   SOLE   1,735,959 0 208,441
Kirby Corp. COM 497266106 162,700 1,946,178 SH   SOLE   1,874,557 0 71,621
Liberty Global PLC (Cl A) COM G5480U104 14,188 515,191 SH   SOLE   510,222 0 4,969
Liberty Media Corp., Series C, COM 531229854 36,359 979,247 SH   SOLE   919,292 0 59,955
Lifepoint Health, Inc. COM 53219L109 74,266 1,521,854 SH   SOLE   1,449,063 0 72,791
Live Nation Entertainment, Inc COM 538034109 51,874 1,068,020 SH   SOLE   1,062,475 0 5,545
Loews Corp. COM 540424108 278,015 5,758,393 SH   SOLE   5,208,236 0 550,157
Marsh & McLennan Cos., Inc. COM 571748102 185,563 2,263,795 SH   SOLE   1,930,190 0 333,605
MasterCard, Inc. (Cl A) COM 57636Q104 200 1,020 SH   SOLE   1,020 0 0
McKesson Corp. COM 58155Q103 309 2,317 SH   SOLE   2,317 0 0
Medtronic PLC COM G5960L103 344,035 4,018,635 SH   SOLE   3,575,809 0 442,826
MetLife, Inc. COM 59156R108 459,013 10,527,816 SH   SOLE   9,531,942 0 995,874
Microsoft Corp. COM 594918104 452,047 4,584,194 SH   SOLE   4,101,747 0 482,447
Mid-America Apartment Communit COM 59522J103 77,800 772,823 SH   SOLE   733,482 0 39,341
Molson Coors Brewing Co. (Cl B COM 60871R209 265,019 3,895,040 SH   SOLE   3,564,778 0 330,262
Morgan Stanley COM 617446448 206,890 4,364,759 SH   SOLE   3,857,793 0 506,966
Nationstar Mortgage Holdings, COM 63861C109 109,116 6,224,515 SH   SOLE   5,977,317 0 247,198
Natus Medical, Inc. COM 639050103 17,534 508,227 SH   SOLE   505,827 0 2,400
Navigators Group, Inc. COM 638904102 69,544 1,220,068 SH   SOLE   1,173,746 0 46,322
Noble Energy, Inc. COM 655044105 5,349 151,628 SH   SOLE   150,779 0 849
NVR, Inc. COM 62944T105 82,635 27,820 SH   SOLE   26,226 0 1,594
Orthofix International N.V. COM N6748L102 23,530 414,117 SH   SOLE   389,206 0 24,911
Parker Hannifin Corp. COM 701094104 251,368 1,612,883 SH   SOLE   1,427,266 0 185,617
PepsiCo, Inc. COM 713448108 254,636 2,338,901 SH   SOLE   2,020,097 0 318,804
Pfizer, Inc. COM 717081103 310,413 8,556,036 SH   SOLE   7,610,169 0 945,867
Philip Morris International, I COM 718172109 353,850 4,382,591 SH   SOLE   3,951,694 0 430,897
PNC Financial Services Group, COM 693475105 171,865 1,272,132 SH   SOLE   1,088,456 0 183,676
Popular, Inc. COM 733174700 101,030 2,234,675 SH   SOLE   2,171,890 0 62,785
Post Holdings, Inc. COM 737446104 141,699 1,647,280 SH   SOLE   1,572,712 0 74,568
Praxair, Inc. COM 74005P104 167,507 1,059,168 SH   SOLE   906,702 0 152,466
Proassurance Corp. COM 74267C106 43,391 1,224,011 SH   SOLE   1,190,820 0 33,191
Procter & Gamble Co. COM 742718109 223,671 2,865,373 SH   SOLE   2,458,361 0 407,012
Public Storage COM 74460D109 800 3,525 SH   SOLE   3,525 0 0
Red Rock Resorts, Inc. COM 75700L108 160,300 4,785,077 SH   SOLE   4,600,772 0 184,305
Reinsurance Group of America COM 759351604 58,984 441,893 SH   SOLE   418,184 0 23,709
RPM International COM 749685103 63,300 1,085,385 SH   SOLE   1,059,362 0 26,023
Sanmina-SCI Corp. COM 801056102 72,306 2,467,766 SH   SOLE   2,364,385 0 103,381
Sensata Technologies Holding P COM G8060N102 1,441 30,293 SH   SOLE   30,293 0 0
SPX Flow, Inc. COM 78469X107 48,092 1,098,751 SH   SOLE   1,054,988 0 43,763
Starbucks Corp. COM 855244109 20,005 409,510 SH   SOLE   409,510 0 0
State Bank Financial Corp. COM 856190103 12,843 384,528 SH   SOLE   382,683 0 1,845
Stericycle, Inc. COM 858912108 15,220 233,113 SH   SOLE   232,023 0 1,090
Sterling Bancorp COM 85917A100 50,219 2,136,987 SH   SOLE   2,046,997 0 89,990
SVB Financial Group COM 78486Q101 58,681 203,216 SH   SOLE   191,745 0 11,471
T-Mobile US, Inc. COM 872590104 77,091 1,290,233 SH   SOLE   1,290,233 0 0
Tanger Factory Outlet Centers, COM 875465106 11,241 478,564 SH   SOLE   476,349 0 2,215
Tegna, Inc. COM 87901J105 98,130 9,044,223 SH   SOLE   8,158,317 0 885,906
Tenneco, Inc. COM 880349105 23,172 527,119 SH   SOLE   524,541 0 2,578
Texas Instruments, Inc. COM 882508104 145,100 1,316,100 SH   SOLE   1,131,290 0 184,810
Thermo Fisher Scientific, Inc. COM 883556102 227,570 1,098,629 SH   SOLE   952,984 0 145,645
Tivo Corp. COM 88870P106 6,118 454,907 SH   SOLE   452,147 0 2,760
TJX Cos., Inc. COM 872540109 372,571 3,914,387 SH   SOLE   3,453,139 0 461,248
Toro Co. COM 891092108 12,188 202,294 SH   SOLE   201,304 0 990
TriMas Corp. COM 896215209 7,924 269,529 SH   SOLE   267,844 0 1,685
Trinity Industries, Inc. COM 896522109 36,497 1,065,302 SH   SOLE   1,060,072 0 5,230
Twenty-First Century Fox, Inc. COM 90130A200 259,023 5,257,209 SH   SOLE   4,723,899 0 533,310
UGI Corp. COM 902681105 121,420 2,331,860 SH   SOLE   2,218,318 0 113,542
United Continental Holdings, I COM 910047109 367,349 5,268,169 SH   SOLE   4,912,605 0 355,564
United Technologies Corp. COM 913017109 426,809 3,413,656 SH   SOLE   3,081,260 0 332,396
UnitedHealth Group, Inc. COM 91324P102 210 855 SH   SOLE   855 0 0
V.F. Corp. COM 918204108 290,438 3,562,783 SH   SOLE   3,140,872 0 421,911
Vail Resorts, Inc. COM 91879Q109 91,837 334,941 SH   SOLE   331,734 0 3,207
Validus Holdings Ltd COM G9319H102 55,831 825,904 SH   SOLE   799,106 0 26,798
Verisk Analytics, Inc. COM 92345Y106 172,627 1,603,747 SH   SOLE   1,400,241 0 203,506
Versum Materials, Inc. COM 92532W103 8,688 233,856 SH   SOLE   232,126 0 1,730
Visa, Inc. COM 92826C839 253 1,912 SH   SOLE   1,912 0 0
Walmart, Inc. COM 931142103 227 2,647 SH   SOLE   2,647 0 0
Walt Disney Co. COM 254687106 222,501 2,122,903 SH   SOLE   1,888,664 0 234,239
Welbilt, Inc. COM 949090104 210 9,400 SH   SOLE   9,400 0 0
Wells Fargo & Co. COM 949746101 17,440 314,576 SH   SOLE   314,576 0 0
Wesco International, Inc. COM 95082P105 435 7,625 SH   SOLE   6,370 0 1,255
Willis Towers Watson PLC COM G96629103 131,488 867,335 SH   SOLE   814,513 0 52,822
WNS Holdings ADR COM 92932M101 13,840 265,241 SH   SOLE   263,848 0 1,393
Worldpay, Inc. (Cl A) COM 981558109 350,270 4,283,072 SH   SOLE   3,909,913 0 373,159
WR Grace & Co. COM 38388F108 444 6,055 SH   SOLE   5,075 0 980
XL Group Ltd. COM G98294104 47,011 840,231 SH   SOLE   789,513 0 50,718