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 54,456 1,295,041 SH   SOLE   1,240,278 0 54,763
Abbott Laboratories COM 002824100 551,527 7,625,148 SH   SOLE   6,679,861 0 945,287
Acorda Thearapeutics, Inc. COM 00484M106 487 31,274 SH   SOLE   31,274 0 0
Aircastle Ltd. COM G0129K104 51,682 2,997,774 SH   SOLE   2,893,606 0 104,168
Alaska Air Group, Inc. COM 011659109 102,062 1,677,280 SH   SOLE   1,639,478 0 37,802
Allegiant Travel Co. COM 01748X102 59,852 597,208 SH   SOLE   569,922 0 27,286
Allergan PLC COM G0177J108 90,978 680,665 SH   SOLE   679,691 0 974
Alphabet, Inc. (Cl. A) COM 02079K305 488,797 467,766 SH   SOLE   421,618 0 46,148
Alphabet, Inc. (Cl. C) COM 02079K107 718 693 SH   SOLE   693 0 0
Amazon.com, Inc. COM 023135106 810 539 SH   SOLE   539 0 0
American Campus Communities, I COM 024835100 84,744 2,047,451 SH   SOLE   1,934,230 0 113,221
American Homes 4 Rent (Cl A) COM 02665T306 649 32,683 SH   SOLE   32,683 0 0
American International Group, COM 026874784 291,537 7,397,530 SH   SOLE   6,641,985 0 755,545
Apple, Inc. COM 037833100 182,826 1,159,032 SH   SOLE   1,054,241 0 104,791
Aptiv PLC COM G6095L109 238 3,860 SH   SOLE   3,860 0 0
Arcosa, Inc. COM 039653100 9,523 343,914 SH   SOLE   342,171 0 1,743
Artisan Partners Asset Managem COM 04316A108 343 15,506 SH   SOLE   15,506 0 0
Assured Guaranty Ltd. COM G0585R106 5,080 132,714 SH   SOLE   131,884 0 830
Avis Budget Group, Inc. COM 053774105 43,741 1,945,786 SH   SOLE   1,902,789 0 42,997
Avnet, Inc. COM 053807103 40,378 1,118,513 SH   SOLE   1,059,780 0 58,733
Axalta Coating Systems Ltd. COM G0750C108 259,373 11,074,847 SH   SOLE   10,259,210 0 815,637
B&G Foods, Inc. COM 05508R106 65,747 2,274,203 SH   SOLE   2,162,943 0 111,260
Baidu, Inc. COM 056752108 795 5,010 SH   SOLE   5,010 0 0
Bank of America Corp. COM 060505104 315 12,775 SH   SOLE   12,775 0 0
Bank of New York Mellon Corp. COM 064058100 1,136 24,143 SH   SOLE   24,143 0 0
Bank OZK COM 06417N103 150,725 6,602,068 SH   SOLE   6,457,571 0 144,497
BankUnited, Inc. COM 06652K103 204,761 6,839,050 SH   SOLE   6,649,855 0 189,195
Berkshire Hathaway, Inc. (Cl B COM 084670702 443,013 2,169,717 SH   SOLE   1,936,530 0 233,187
BioScrip, Inc. COM 09069N108 10,715 3,001,459 SH   SOLE   2,989,174 0 12,285
Boeing Co. COM 097023105 239 740 SH   SOLE   740 0 0
BOK Financial Corp. COM 05561Q201 48,352 659,376 SH   SOLE   628,874 0 30,502
Borgwarner, Inc. COM 099724106 344,222 9,908,522 SH   SOLE   9,067,615 0 840,907
Boston Scientific Corp. COM 101137107 80,915 2,289,605 SH   SOLE   2,148,736 0 140,869
Bridge Bancorp, Inc. COM 108035106 398 15,605 SH   SOLE   15,605 0 0
Brighthouse Financial, Inc. COM 10922N103 146,990 4,822,500 SH   SOLE   4,565,140 0 257,360
Broadridge Financial Solutions COM 11133T103 28,411 295,179 SH   SOLE   285,620 0 9,559
Brown & Brown, Inc. COM 115236101 53,479 1,940,469 SH   SOLE   1,867,334 0 73,135
BT Group PLC ADR COM 05577E101 200 13,167 SH   SOLE   13,167 0 0
Cadence Bancorporation (Cl A) COM 12739A100 32,453 1,934,031 SH   SOLE   1,809,326 0 124,705
Cal-Maine Foods, Inc. COM 128030202 44,840 1,060,049 SH   SOLE   1,034,482 0 25,567
Callaway Golf Co. COM 131193104 2,301 150,369 SH   SOLE   149,058 0 1,311
Capital One Financial Corp. COM 14040H105 306 4,045 SH   SOLE   4,045 0 0
Carter's, Inc. COM 146229109 47,666 584,000 SH   SOLE   555,208 0 28,792
Century Communities, Inc. COM 156504300 2,765 160,180 SH   SOLE   159,450 0 730
Charter Communications, Inc. ( COM 16119P108 157,685 553,340 SH   SOLE   477,132 0 76,208
Chevron Corp. COM 166764100 288 2,648 SH   SOLE   2,648 0 0
Cimarex Energy Co. COM 171798101 374,122 6,068,484 SH   SOLE   5,630,936 0 437,548
Cincinnati Bell, Inc. COM 171871502 3,590 461,442 SH   SOLE   458,726 0 2,716
Citigroup, Inc. COM 172967424 564,980 10,852,478 SH   SOLE   9,773,013 0 1,079,465
Cognizant Tech Solutions Corp. COM 192446102 70,781 1,115,009 SH   SOLE   1,115,009 0 0
Colfax Corp. COM 194014106 56,058 2,682,199 SH   SOLE   2,573,241 0 108,958
Comcast Corp. (Cl A) COM 20030N101 233,200 6,848,749 SH   SOLE   6,131,750 0 716,999
CommScope Holding Co., Inc. COM 20337X109 171 10,403 SH   SOLE   7,003 0 3,400
Constellation Brands, Inc. (Cl COM 21036P108 62,476 388,484 SH   SOLE   388,484 0 0
COPA Holdings SA (Cl A) COM P31076105 16,612 211,054 SH   SOLE   209,005 0 2,049
Coty, Inc. (Cl A) COM 222070203 27,000 4,115,792 SH   SOLE   3,983,779 0 132,013
Credit Suisse Group AG ADR COM 225401108 767 70,670 SH   SOLE   70,670 0 0
CubeSmart COM 229663109 88,643 3,089,693 SH   SOLE   2,923,782 0 165,911
CVS Health Corp. COM 126650100 341,271 5,208,653 SH   SOLE   4,680,978 0 527,675
Deere & Co. COM 244199105 1,593 10,681 SH   SOLE   10,681 0 0
Devon Energy Corp. COM 25179M103 204,866 9,089,008 SH   SOLE   8,087,506 0 1,001,502
ETF Ser Solutions DMND Hill Val 26922A875 11,498 401,950 SH   SOLE   401,950 0 0
Discover Financial Services COM 254709108 387,291 6,566,484 SH   SOLE   5,840,604 0 725,880
Dolby Laboratories, Inc. (Cl A COM 25659T107 311 5,024 SH   SOLE   3,789 0 1,235
Dollar General Corp. COM 256677105 34,104 315,542 SH   SOLE   315,542 0 0
Eastman Chemical Co. COM 277432100 90,435 1,236,974 SH   SOLE   1,064,708 0 172,266
Endo International PLC COM G30401106 9,551 1,308,315 SH   SOLE   1,308,315 0 0
Enstar Group Ltd. COM G3075P101 49,050 292,714 SH   SOLE   283,989 0 8,725
Exxon Mobil Corp. COM 30231G102 349 5,114 SH   SOLE   5,114 0 0
Facebook, Inc. COM 30303M102 272,186 2,076,326 SH   SOLE   1,890,921 0 185,405
Fastenal Co. COM 311900104 2,439 46,650 SH   SOLE   46,650 0 0
Fiat Chrysler Automobiles N.V. COM N31738102 716 49,520 SH   SOLE   49,520 0 0
First Data Corp. COM 32008D106 1,512 89,417 SH   SOLE   89,417 0 0
First Horizon National Corp. COM 320517105 23,075 1,753,388 SH   SOLE   1,688,558 0 64,830
First of Long Island Corp. COM 320734106 10,451 523,843 SH   SOLE   455,343 0 68,500
First Republic Bank COM 33616C100 238,732 2,747,202 SH   SOLE   2,513,446 0 233,755
Flowers Foods, Inc. COM 343498101 58,920 3,190,012 SH   SOLE   3,032,563 0 157,449
Fortis, Inc. COM 349553107 15,340 459,836 SH   SOLE   431,288 0 28,548
Franklin Resources, Inc. COM 354613101 1,820 61,359 SH   SOLE   61,359 0 0
General Motors Co. COM 37045V100 144,112 4,308,267 SH   SOLE   3,697,130 0 611,137
Gilead Sciences, Inc. COM 375558103 110,128 1,760,642 SH   SOLE   1,558,038 0 202,604
GlaxoSmithKline PLC COM 37733W105 20,493 536,336 SH   SOLE   533,223 0 3,113
Global Indemnity Ltd. (Cl A) COM G3933F105 302 8,330 SH   SOLE   8,330 0 0
Goodyear Tire & Rubber Co. COM 382550101 119,089 5,834,844 SH   SOLE   5,009,327 0 825,518
Green Brick Partners, Inc. COM 392709101 6,201 856,481 SH   SOLE   731,656 0 124,825
Hanesbrands, Inc. COM 410345102 137,740 10,992,838 SH   SOLE   9,965,791 0 1,027,047
Hartford Financial Services Gr COM 416515104 206,842 4,653,359 SH   SOLE   4,172,639 0 480,720
Honeywell International, Inc. COM 438516106 116,451 881,400 SH   SOLE   765,796 0 115,604
Horizon Global Corp. COM 44052W104 768 536,746 SH   SOLE   533,511 0 3,235
Hub Group, Inc. (Cl A) COM 443320106 120,541 3,251,714 SH   SOLE   3,127,597 0 124,117
Hyster-Yale Materials Handling COM 449172105 12,546 202,483 SH   SOLE   201,573 0 910
Integer Holdings Corp. COM 45826H109 4,765 62,482 SH   SOLE   61,992 0 490
Intel Corp. COM 458140100 243 5,169 SH   SOLE   5,169 0 0
iShares Russell 1000 Value COM 464287598 58,651 528,151 SH   SOLE   527,639 0 512
iShares Russell 3000 Index COM 464287689 5,689 38,720 SH   SOLE   38,720 0 0
iStar, Inc. COM 45031U101 58,191 6,345,793 SH   SOLE   6,125,153 0 220,640
Johnson & Johnson COM 478160104 267 2,070 SH   SOLE   2,070 0 0
Johnson Controls International COM G51502105 122,301 4,124,835 SH   SOLE   4,118,397 0 6,438
Jones Lang LaSalle, Inc. COM 48020Q107 33,002 260,677 SH   SOLE   247,862 0 12,815
JPMorgan Chase & Co. COM 46625H100 281,151 2,880,052 SH   SOLE   2,538,903 0 341,149
Juniper Networks, Inc. COM 48203R104 43,910 1,631,724 SH   SOLE   1,531,956 0 99,768
Kelly Services, Inc. (Cl A) COM 488152208 6,562 320,430 SH   SOLE   318,745 0 1,685
Keysight Technologies, Inc. COM 49338L103 14,194 228,644 SH   SOLE   215,399 0 13,245
Kimberly-Clark Corp. COM 494368103 168,006 1,474,514 SH   SOLE   1,264,578 0 209,936
Kirby Corp. COM 497266106 160,586 2,383,992 SH   SOLE   2,313,106 0 70,886
Liberty Media Corp., Series C, COM 531229854 69,308 2,257,600 SH   SOLE   2,148,670 0 108,930
Linde PLC COM G5494J103 151,459 970,644 SH   SOLE   816,920 0 153,724
Live Nation Entertainment, Inc COM 538034109 49,036 995,652 SH   SOLE   990,327 0 5,325
Loews Corp. COM 540424108 247,330 5,433,444 SH   SOLE   4,896,411 0 537,033
Marsh & McLennan Cos., Inc. COM 571748102 144,486 1,811,734 SH   SOLE   1,558,914 0 252,821
MasterCard, Inc. (Cl A) COM 57636Q104 202 1,069 SH   SOLE   1,069 0 0
McDonald's Corp. COM 580135101 289 1,627 SH   SOLE   1,627 0 0
McKesson Corp. COM 58155Q103 332 3,007 SH   SOLE   3,007 0 0
Medtronic PLC COM G5960L103 353,452 3,885,792 SH   SOLE   3,474,364 0 411,428
MetLife, Inc. COM 59156R108 445,201 10,842,685 SH   SOLE   9,828,429 0 1,014,256
Microsoft Corp. COM 594918104 360,448 3,548,768 SH   SOLE   3,197,747 0 351,021
Mid-America Apartment Communit COM 59522J103 59,534 622,086 SH   SOLE   583,170 0 38,916
Milacron Holdings Corp. COM 59870L106 121 10,150 SH   SOLE   10,150 0 0
Molson Coors Brewing Co. (Cl B COM 60871R209 52,378 932,664 SH   SOLE   900,986 0 31,678
Morgan Stanley COM 617446448 217,198 5,477,878 SH   SOLE   4,956,134 0 521,744
Mr Cooper Group, Inc. COM 62482R107 86,150 7,382,185 SH   SOLE   7,117,257 0 264,928
Natus Medical, Inc. COM 639050103 14,806 435,093 SH   SOLE   432,693 0 2,400
Navigators Group, Inc. COM 638904102 80,095 1,152,612 SH   SOLE   1,106,366 0 46,246
Noble Energy, Inc. COM 655044105 55,311 2,948,365 SH   SOLE   2,628,260 0 320,105
NVR, Inc. COM 62944T105 264,067 108,358 SH   SOLE   96,228 0 12,130
Parker Hannifin Corp. COM 701094104 245,291 1,644,704 SH   SOLE   1,470,274 0 174,431
Patterson Cos. Inc. COM 703395103 275 14,000 SH   SOLE   14,000 0 0
PepsiCo, Inc. COM 713448108 219,355 1,985,474 SH   SOLE   1,697,287 0 288,187
Pfizer, Inc. COM 717081103 318,794 7,303,414 SH   SOLE   6,474,647 0 828,767
Philip Morris International, I COM 718172109 238,940 3,579,092 SH   SOLE   3,153,880 0 425,213
PNC Financial Services Group, COM 693475105 137,347 1,174,814 SH   SOLE   999,391 0 175,422
Popular, Inc. COM 733174700 57,140 1,210,086 SH   SOLE   1,168,853 0 41,233
Post Holdings, Inc. COM 737446104 120,582 1,352,874 SH   SOLE   1,282,745 0 70,129
ProAssurance Corp. COM 74267C106 42,010 1,035,755 SH   SOLE   1,004,313 0 31,442
Procter & Gamble Co. COM 742718109 229,746 2,499,417 SH   SOLE   2,124,339 0 375,078
Public Storage COM 74460D109 483 2,386 SH   SOLE   2,386 0 0
Red Rock Resorts, Inc. (Cl A) COM 75700L108 133,488 6,572,518 SH   SOLE   6,321,686 0 250,832
Reinsurance Group of America, COM 759351604 54,492 388,589 SH   SOLE   366,412 0 22,177
RenaissanceRe Holdings COM G7496G103 57,573 430,614 SH   SOLE   409,664 0 20,950
Riviera Resources, Inc. COM 76964R104 3,560 225,328 SH   SOLE   223,855 0 1,473
Roan Resources, Inc. COM 769755109 2,993 357,168 SH   SOLE   355,540 0 1,628
RPM International COM 749685103 68,155 1,159,499 SH   SOLE   1,133,476 0 26,023
Sanmina-SCI Corp. COM 801056102 73,912 3,072,002 SH   SOLE   2,946,079 0 125,923
Sensata Technologies Holding P COM G8060N102 126,288 2,816,416 SH   SOLE   2,740,986 0 75,430
Sherwin-Williams Co. COM 824348106 12,107 30,771 SH   SOLE   30,475 0 296
SPX Flow, Inc. COM 78469X107 34,114 1,121,430 SH   SOLE   1,077,667 0 43,763
Starbucks Corp. COM 855244109 366 5,679 SH   SOLE   5,679 0 0
State Bank Financial Corp. COM 856190103 8,062 373,392 SH   SOLE   371,547 0 1,845
State Street Corp. COM 857477103 344 5,456 SH   SOLE   5,456 0 0
Stericycle, Inc. COM 858912108 30,030 818,486 SH   SOLE   783,415 0 35,071
Sterling Bancorp COM 85917A100 35,446 2,146,925 SH   SOLE   2,056,165 0 90,760
SVB Financial Group COM 78486Q101 45,491 239,525 SH   SOLE   225,599 0 13,926
T-Mobile US, Inc. COM 872590104 56,585 889,567 SH   SOLE   889,567 0 0
Tanger Factory Outlet Centers, COM 875465106 8,120 401,595 SH   SOLE   399,380 0 2,215
TE Connectivity Ltd. COM H84989104 366 4,844 SH   SOLE   4,844 0 0
Tegna, Inc. COM 87901J105 66,387 6,107,344 SH   SOLE   5,294,070 0 813,273
Tenneco, Inc. (Cl A) COM 880349105 14,482 528,744 SH   SOLE   526,166 0 2,578
Texas Instruments, Inc. COM 882508104 203,799 2,156,607 SH   SOLE   1,925,371 0 231,237
Thermo Fisher Scientific, Inc. COM 883556102 168,191 751,558 SH   SOLE   655,588 0 95,970
TiVo Corp. COM 88870P106 3,803 404,166 SH   SOLE   401,406 0 2,760
TJX Cos., Inc. COM 872540109 310,675 6,944,001 SH   SOLE   6,063,042 0 880,958
Toro Co. COM 891092108 12,677 226,853 SH   SOLE   225,713 0 1,140
TriMas Corp. COM 896215209 5,740 210,321 SH   SOLE   208,636 0 1,685
Trinity Industries, Inc. COM 896522109 21,433 1,040,933 SH   SOLE   1,035,703 0 5,230
Twenty-First Century Fox, Inc. COM 90130A200 28,920 605,284 SH   SOLE   605,284 0 0
UGI Corp. COM 902681105 102,194 1,915,535 SH   SOLE   1,805,570 0 109,965
United Continental Holdings, I COM 910047109 302,513 3,612,958 SH   SOLE   3,362,567 0 250,391
United Technologies Corp. COM 913017109 334,644 3,142,786 SH   SOLE   2,825,594 0 317,192
UnitedHealth Group, Inc. COM 91324P102 248 997 SH   SOLE   997 0 0
U.S. Bancorp COM 902973304 234 5,113 SH   SOLE   5,113 0 0
V.F. Corp. COM 918204108 131,920 1,849,167 SH   SOLE   1,660,289 0 188,878
Vail Resorts, Inc. COM 91879Q109 95,796 454,399 SH   SOLE   444,103 0 10,296
Verisk Analytics, Inc. COM 92345Y106 73,801 676,826 SH   SOLE   585,999 0 90,827
Versum Materials, Inc. COM 92532W103 8,129 293,266 SH   SOLE   291,536 0 1,730
Visa, Inc. COM 92826C839 280 2,120 SH   SOLE   2,120 0 0
W R Grace & Co. COM 38388F108 7,192 110,794 SH   SOLE   109,814 0 980
Walmart, Inc. COM 931142103 227 2,434 SH   SOLE   2,434 0 0
Walt Disney Co. COM 254687106 207,432 1,891,769 SH   SOLE   1,676,561 0 215,208
Welbilt, Inc. COM 949090104 9,924 893,246 SH   SOLE   837,851 0 55,395
Wellcare Health Plans COM 94946T106 319 1,352 SH   SOLE   1,352 0 0
Wells Fargo & Co. COM 949746101 38,095 826,722 SH   SOLE   826,722 0 0
WESCO International, Inc. COM 95082P105 371 7,720 SH   SOLE   6,630 0 1,090
Willis Towers Watson PLC COM G96629103 123,102 810,631 SH   SOLE   759,774 0 50,857
WNS (Holdings) Limited Sponsor COM 92932M101 11,027 267,256 SH   SOLE   265,863 0 1,393
Worldpay, Inc. (Cl A) COM 981558109 321,274 4,203,512 SH   SOLE   3,824,250 0 379,262
WPX Energy, Inc. COM 98212B103 29,767 2,622,640 SH   SOLE   2,453,408 0 169,232