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 59,392 1,090,559 SH   SOLE   1,049,048 0 41,511
Abbott Laboratories COM 002824100 653,352 8,906,108 SH   SOLE   7,851,584 0 1,054,524
Acorda Thearapeutics, Inc. COM 00484M106 393 20,024 SH   SOLE   20,024 0 0
Aetna, Inc. COM 00817Y108 420,016 2,070,573 SH   SOLE   1,797,784 0 272,789
Aircastle Ltd. COM G0129K104 52,326 2,388,234 SH   SOLE   2,309,285 0 78,949
Alaska Air Group, Inc. COM 011659109 99,083 1,438,912 SH   SOLE   1,401,110 0 37,802
Alleghany Corp. COM 017175100 14,017 21,481 SH   SOLE   21,368 0 113
Allegiant Travel Co. COM 01748X102 66,000 520,505 SH   SOLE   497,134 0 23,371
Allergan PLC COM G0177J108 5,852 30,722 SH   SOLE   30,722 0 0
Alphabet, Inc. (Cl. A) COM 02079K305 547,948 453,945 SH   SOLE   409,769 0 44,176
Alphabet, Inc. (Cl. C) COM 02079K107 843 706 SH   SOLE   706 0 0
Amazon.com, Inc. COM 023135106 937 468 SH   SOLE   468 0 0
American Campus Communities, I COM 024835100 87,770 2,132,399 SH   SOLE   2,017,841 0 114,558
Apple, Inc. COM 037833100 281,683 1,247,822 SH   SOLE   1,124,210 0 123,612
Aptiv PLC COM G6095L109 245 2,925 SH   SOLE   2,925 0 0
Artisan Partners Asset Managem COM 04316A108 461 14,221 SH   SOLE   14,221 0 0
Assured Guaranty Ltd. COM G0585R106 6,218 147,231 SH   SOLE   146,401 0 830
Avis Budget Group, Inc. COM 053774105 54,362 1,691,419 SH   SOLE   1,660,144 0 31,275
Avnet, Inc. COM 053807103 48,538 1,084,153 SH   SOLE   1,027,633 0 56,520
Axalta Coating Systems Ltd. COM G0750C108 309,988 10,630,592 SH   SOLE   9,820,508 0 810,084
B&G Foods, Inc. COM 05508R106 67,683 2,465,668 SH   SOLE   2,348,306 0 117,362
Baidu, Inc. COM 056752108 1,295 5,665 SH   SOLE   5,665 0 0
Banco Bilbao Vizcaya Argentari COM 05946K101 742 117,845 SH   SOLE   117,845 0 0
Bank of America Corp. COM 060505104 311 10,552 SH   SOLE   10,552 0 0
Bank of New York Mellon Corp. COM 064058100 1,634 32,037 SH   SOLE   32,037 0 0
Bank OZK COM 06417N103 112,613 2,966,630 SH   SOLE   2,876,662 0 89,968
BankUnited, Inc. COM 06652K103 235,057 6,640,024 SH   SOLE   6,448,042 0 191,982
Berkshire Hathaway, Inc. (Cl B COM 084670702 491,147 2,293,898 SH   SOLE   2,061,544 0 232,354
BioScrip, Inc. COM 09069N108 12,233 3,946,267 SH   SOLE   3,928,777 0 17,490
Boeing Co. COM 097023105 231 620 SH   SOLE   620 0 0
BOK Financial Corp. COM 05561Q201 63,593 653,709 SH   SOLE   623,207 0 30,502
Borgwarner, Inc. COM 099724106 389,687 9,109,086 SH   SOLE   8,304,178 0 804,908
Boston Scientific Corp. COM 101137107 112,133 2,912,535 SH   SOLE   2,741,996 0 170,539
Bridge Bancorp, Inc. COM 108035106 518 15,605 SH   SOLE   15,605 0 0
Brighthouse Financial, Inc. COM 10922N103 289,615 6,546,459 SH   SOLE   6,053,489 0 492,970
Broadridge Financial Solutions COM 11133T103 41,340 313,303 SH   SOLE   303,744 0 9,559
Brown & Brown, Inc. COM 115236101 62,319 2,107,496 SH   SOLE   2,034,361 0 73,135
BT Group PLC ADR COM 05577E101 1,624 109,935 SH   SOLE   109,935 0 0
Cadence Bancorporation (Cl A) COM 12739A100 40,883 1,565,207 SH   SOLE   1,466,502 0 98,705
Cal-Maine Foods, Inc. COM 128030202 25,887 535,966 SH   SOLE   533,509 0 2,457
Callaway Golf Co. COM 131193104 3,637 149,738 SH   SOLE   148,427 0 1,311
Capital One Financial Corp. COM 14040H105 364 3,836 SH   SOLE   3,836 0 0
Carrizo Oil & Gas, Inc. COM 144577103 3,662 145,313 SH   SOLE   144,113 0 1,200
Carter's, Inc. COM 146229109 50,181 508,933 SH   SOLE   485,867 0 23,066
Charter Communications, Inc. ( COM 16119P108 194,718 597,514 SH   SOLE   514,229 0 83,285
Check Point Software Technolog COM M22465104 344 2,926 SH   SOLE   2,926 0 0
Chevron Corp. COM 166764100 284 2,320 SH   SOLE   2,320 0 0
Cimarex Energy Co. COM 171798101 522,632 5,623,331 SH   SOLE   5,214,531 0 408,799
Cincinnati Bell, Inc. COM 171871502 8,080 506,577 SH   SOLE   503,861 0 2,716
Citigroup, Inc. COM 172967424 655,091 9,131,464 SH   SOLE   8,205,331 0 926,133
Cognizant Tech Solutions Corp. COM 192446102 84,245 1,091,965 SH   SOLE   1,091,965 0 0
Colfax Corp. COM 194014106 93,159 2,583,447 SH   SOLE   2,474,489 0 108,958
Comcast Corp. (Cl A) COM 20030N101 273,393 7,720,796 SH   SOLE   6,938,407 0 782,389
CommScope Holding Co., Inc. COM 20337X109 44,116 1,434,215 SH   SOLE   1,384,670 0 49,545
Constellation Brands, Inc. (Cl COM 21036P108 126,013 584,421 SH   SOLE   546,993 0 37,428
Coty, Inc. (Cl A) COM 222070203 68,129 5,424,299 SH   SOLE   5,325,015 0 99,284
Credit Suisse Group AG ADR COM 225401108 967 64,720 SH   SOLE   64,720 0 0
CubeSmart COM 229663109 98,407 3,449,240 SH   SOLE   3,276,899 0 172,341
CVS Health Corp. COM 126650100 204,536 2,598,273 SH   SOLE   2,288,492 0 309,781
Deere & Co. COM 244199105 1,492 9,926 SH   SOLE   9,926 0 0
Devon Energy Corp. COM 25179M103 376,925 9,437,292 SH   SOLE   8,348,043 0 1,089,249
ETF Ser Solutions DMND Hill Val 26922A875 12,191 353,250 SH   SOLE   353,250 0 0
Discover Financial Services COM 254709108 540,424 7,068,993 SH   SOLE   6,345,736 0 723,256
Dolby Laboratories, Inc. (Cl A COM 25659T107 352 5,024 SH   SOLE   3,789 0 1,235
Dollar General Corp. COM 256677105 48,586 444,517 SH   SOLE   443,923 0 594
Eastman Chemical Co. COM 277432100 112,594 1,176,289 SH   SOLE   1,006,958 0 169,331
Endo International PLC COM G30401106 18,517 1,100,259 SH   SOLE   1,100,259 0 0
Enstar Group Ltd. COM G3075P101 57,934 277,860 SH   SOLE   269,639 0 8,221
Exxon Mobil Corp. COM 30231G102 343 4,037 SH   SOLE   4,037 0 0
Facebook, Inc. COM 30303M102 310,784 1,889,725 SH   SOLE   1,707,123 0 182,602
Fastenal Co. COM 311900104 2,091 36,039 SH   SOLE   36,039 0 0
Fiat Chrysler Automobiles N.V. COM N31738102 1,060 60,526 SH   SOLE   60,526 0 0
First Data Corp. COM 32008D106 1,704 69,628 SH   SOLE   69,628 0 0
First Horizon National Corp. COM 320517105 30,806 1,784,841 SH   SOLE   1,720,011 0 64,830
First of Long Island Corp. COM 320734106 11,248 517,157 SH   SOLE   448,657 0 68,500
First Republic Bank COM 33616C100 264,614 2,756,397 SH   SOLE   2,521,777 0 234,620
Flowers Foods, Inc. COM 343498101 64,240 3,442,661 SH   SOLE   3,274,843 0 167,818
Fortis, Inc. COM 349553107 22,563 695,953 SH   SOLE   661,140 0 34,813
Franklin Resources, Inc. COM 354613101 43,112 1,417,689 SH   SOLE   1,417,689 0 0
Gilead Sciences, Inc. COM 375558103 135,393 1,753,565 SH   SOLE   1,552,468 0 201,097
GlaxoSmithKline PLC COM 37733W105 17,244 429,279 SH   SOLE   426,653 0 2,626
Global Indemnity Ltd. (Cl A) COM G3933F105 314 8,330 SH   SOLE   8,330 0 0
Goodyear Tire & Rubber Co. COM 382550101 176,346 7,539,371 SH   SOLE   6,648,462 0 890,909
Hanesbrands, Inc. COM 410345102 197,586 10,720,877 SH   SOLE   9,739,622 0 981,255
Hartford Financial Services Gr COM 416515104 192,654 3,856,174 SH   SOLE   3,377,499 0 478,675
Home Depot, Inc. COM 437076102 215 1,036 SH   SOLE   1,036 0 0
Honeywell International, Inc. COM 438516106 145,547 874,680 SH   SOLE   759,667 0 115,013
Horizon Global Corp. COM 44052W104 3,811 534,490 SH   SOLE   531,255 0 3,235
Hub Group, Inc. (Cl A) COM 443320106 134,848 2,957,198 SH   SOLE   2,840,645 0 116,553
Hyster-Yale Materials Handling COM 449172105 13,318 216,452 SH   SOLE   215,542 0 910
Integer Holdings Corp. COM 45826H109 6,574 79,252 SH   SOLE   78,762 0 490
Intel Corp. COM 458140100 225 4,758 SH   SOLE   4,758 0 0
iStar, Inc. COM 45031U101 77,454 6,934,081 SH   SOLE   6,713,441 0 220,640
Johnson & Johnson COM 478160104 281 2,037 SH   SOLE   2,037 0 0
Johnson Controls International COM G51502105 118,352 3,381,486 SH   SOLE   3,375,498 0 5,988
Jones Lang LaSalle, Inc. COM 48020Q107 39,654 274,764 SH   SOLE   261,949 0 12,815
JPMorgan Chase & Co. COM 46625H100 331,691 2,939,484 SH   SOLE   2,600,700 0 338,784
Juniper Networks, Inc. COM 48203R104 71,674 2,391,537 SH   SOLE   2,291,769 0 99,768
Keysight Technologies, Inc. COM 49338L103 15,996 241,345 SH   SOLE   228,100 0 13,245
Kimberly-Clark Corp. COM 494368103 169,117 1,488,180 SH   SOLE   1,279,185 0 208,995
Kirby Corp. COM 497266106 175,350 2,131,916 SH   SOLE   2,059,932 0 71,984
Liberty Media Corp., Series C, COM 531229854 56,641 1,523,027 SH   SOLE   1,442,715 0 80,312
Lifepoint Health, Inc. COM 53219L109 98,032 1,522,240 SH   SOLE   1,449,449 0 72,791
Live Nation Entertainment, Inc COM 538034109 58,066 1,066,022 SH   SOLE   1,060,477 0 5,545
Loews Corp. COM 540424108 283,624 5,646,507 SH   SOLE   5,112,705 0 533,802
Marsh & McLennan Cos., Inc. COM 571748102 205,592 2,485,397 SH   SOLE   2,144,880 0 340,517
MasterCard, Inc. (Cl A) COM 57636Q104 222 998 SH   SOLE   998 0 0
McKesson Corp. COM 58155Q103 302 2,273 SH   SOLE   2,273 0 0
Medtronic PLC COM G5960L103 382,326 3,886,612 SH   SOLE   3,476,077 0 410,535
MetLife, Inc. COM 59156R108 508,822 10,890,882 SH   SOLE   9,882,498 0 1,008,384
Microsoft Corp. COM 594918104 429,981 3,759,560 SH   SOLE   3,372,886 0 386,674
Mid-America Apartment Communit COM 59522J103 77,410 772,714 SH   SOLE   733,373 0 39,341
Molson Coors Brewing Co. (Cl B COM 60871R209 80,540 1,309,592 SH   SOLE   1,274,854 0 34,738
Morgan Stanley COM 617446448 231,621 4,973,601 SH   SOLE   4,459,364 0 514,237
Natus Medical, Inc. COM 639050103 18,098 507,661 SH   SOLE   505,261 0 2,400
Navigators Group, Inc. COM 638904102 81,854 1,184,576 SH   SOLE   1,138,330 0 46,246
Noble Energy, Inc. COM 655044105 4,731 151,673 SH   SOLE   150,824 0 849
NVR, Inc. COM 62944T105 226,701 91,752 SH   SOLE   82,085 0 9,667
Orthofix Medical, Inc. COM 68752M108 12,146 210,105 SH   SOLE   197,994 0 12,111
Parker Hannifin Corp. COM 701094104 305,313 1,659,940 SH   SOLE   1,473,067 0 186,873
PepsiCo, Inc. COM 713448108 254,812 2,279,179 SH   SOLE   1,991,292 0 287,887
Pfizer, Inc. COM 717081103 354,719 8,048,995 SH   SOLE   7,224,663 0 824,332
Philip Morris International, I COM 718172109 304,295 3,731,856 SH   SOLE   3,326,859 0 404,997
PNC Financial Services Group, COM 693475105 170,828 1,254,335 SH   SOLE   1,080,569 0 173,766
Popular, Inc. COM 733174700 92,423 1,803,371 SH   SOLE   1,751,350 0 52,021
Post Holdings, Inc. COM 737446104 153,170 1,562,321 SH   SOLE   1,488,587 0 73,734
Praxair, Inc. COM 74005P104 168,905 1,050,864 SH   SOLE   897,631 0 153,233
ProAssurance Corp. COM 74267C106 55,341 1,178,720 SH   SOLE   1,146,043 0 32,677
Procter & Gamble Co. COM 742718109 233,169 2,801,505 SH   SOLE   2,428,017 0 373,488
Public Storage COM 74460D109 625 3,101 SH   SOLE   3,101 0 0
Red Rock Resorts, Inc. (Cl A) COM 75700L108 158,377 5,942,846 SH   SOLE   5,722,915 0 219,931
Reinsurance Group of America, COM 759351604 63,523 439,420 SH   SOLE   415,711 0 23,709
RenaissanceRe Holdings COM G7496G103 11,580 86,689 SH   SOLE   81,427 0 5,262
RPM International COM 749685103 70,461 1,085,015 SH   SOLE   1,058,992 0 26,023
Sanmina-SCI Corp. COM 801056102 77,967 2,824,874 SH   SOLE   2,719,276 0 105,598
Sensata Technologies Holding P COM G8060N102 57,128 1,152,927 SH   SOLE   1,130,536 0 22,391
Sherwin-Williams Co. COM 824348106 5,436 11,942 SH   SOLE   11,824 0 118
SPX Flow, Inc. COM 78469X107 58,220 1,119,612 SH   SOLE   1,075,849 0 43,763
Starbucks Corp. COM 855244109 16,202 285,041 SH   SOLE   285,041 0 0
State Bank Financial Corp. COM 856190103 11,591 384,073 SH   SOLE   382,228 0 1,845
Stericycle, Inc. COM 858912108 13,688 233,259 SH   SOLE   231,979 0 1,280
Sterling Bancorp COM 85917A100 47,080 2,140,017 SH   SOLE   2,049,257 0 90,760
SVB Financial Group COM 78486Q101 63,087 202,963 SH   SOLE   191,492 0 11,471
T-Mobile US, Inc. COM 872590104 58,190 829,160 SH   SOLE   829,160 0 0
Tanger Factory Outlet Centers, COM 875465106 10,756 470,116 SH   SOLE   467,901 0 2,215
Tegna, Inc. COM 87901J105 104,792 8,761,907 SH   SOLE   7,859,754 0 902,153
Tenneco, Inc. (Cl A) COM 880349105 22,187 526,510 SH   SOLE   523,932 0 2,578
Texas Instruments, Inc. COM 882508104 213,257 1,987,664 SH   SOLE   1,757,390 0 230,274
Thermo Fisher Scientific, Inc. COM 883556102 225,972 925,812 SH   SOLE   810,793 0 115,019
TiVo Corp. COM 88870P106 5,655 454,228 SH   SOLE   451,468 0 2,760
TJX Cos., Inc. COM 872540109 387,883 3,462,623 SH   SOLE   3,024,542 0 438,082
Toro Co. COM 891092108 13,547 225,895 SH   SOLE   224,755 0 1,140
TriMas Corp. COM 896215209 7,197 236,754 SH   SOLE   235,069 0 1,685
Trinity Industries, Inc. COM 896522109 38,986 1,064,041 SH   SOLE   1,058,811 0 5,230
Twenty-First Century Fox, Inc. COM 90130A200 63,716 1,390,563 SH   SOLE   1,390,563 0 0
UGI Corp. COM 902681105 128,133 2,309,542 SH   SOLE   2,196,000 0 113,542
United Continental Holdings, I COM 910047109 385,274 4,326,008 SH   SOLE   4,016,796 0 309,212
United Technologies Corp. COM 913017109 461,149 3,298,395 SH   SOLE   2,982,753 0 315,642
UnitedHealth Group, Inc. COM 91324P102 233 876 SH   SOLE   876 0 0
V.F. Corp. COM 918204108 249,720 2,672,235 SH   SOLE   2,373,575 0 298,660
Vail Resorts, Inc. COM 91879Q109 86,169 314,003 SH   SOLE   310,952 0 3,051
Verisk Analytics, Inc. COM 92345Y106 178,253 1,478,662 SH   SOLE   1,295,672 0 182,990
Versum Materials, Inc. COM 92532W103 8,405 233,412 SH   SOLE   231,682 0 1,730
Visa, Inc. COM 92826C839 303 2,017 SH   SOLE   2,017 0 0
W R Grace & Co. COM 38388F108 415 5,814 SH   SOLE   4,834 0 980
Walmart, Inc. COM 931142103 325 3,465 SH   SOLE   3,465 0 0
Walt Disney Co. COM 254687106 241,109 2,061,818 SH   SOLE   1,846,895 0 214,923
Wells Fargo & Co. COM 949746101 22,750 432,838 SH   SOLE   432,838 0 0
WESCO International, Inc. COM 95082P105 474 7,720 SH   SOLE   6,630 0 1,090
Willis Towers Watson PLC COM G96629103 121,614 862,879 SH   SOLE   811,318 0 51,561
WMIH Corp. COM 92936P100 112,647 81,041,134 SH   SOLE   77,924,733 0 3,116,401
WNS (Holdings) Limited Sponsor COM 92932M101 13,324 262,541 SH   SOLE   261,148 0 1,393
Worldpay, Inc. (Cl A) COM 981558109 362,158 3,576,160 SH   SOLE   3,272,854 0 303,306