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 47,503 903,106 SH   SOLE   867,520 0 35,586
Abbott Laboratories COM 002824100 557,587 6,975,064 SH   SOLE   6,121,647 0 853,417
Acorda Thearapeutics, Inc. COM 00484M106 3,656 275,102 SH   SOLE   273,757 0 1,345
Aircastle Ltd. COM G0129K104 49,420 2,441,721 SH   SOLE   2,342,090 0 99,631
Alaska Air Group, Inc. COM 011659109 126,669 2,257,103 SH   SOLE   2,197,058 0 60,045
Allegiant Travel Co. COM 01748X102 73,108 564,669 SH   SOLE   538,203 0 26,466
Allergan PLC COM G0177J108 123,792 845,517 SH   SOLE   844,554 0 963
Alphabet, Inc. (Cl. A) COM 02079K305 539,710 458,590 SH   SOLE   413,256 0 45,334
Alphabet, Inc. (Cl. C) COM 02079K107 846 721 SH   SOLE   721 0 0
American Axle & Mfg Holdings COM 024061103 156 10,926 SH   SOLE   10,926 0 0
American Campus Communities, I COM 024835100 92,997 1,954,543 SH   SOLE   1,844,990 0 109,553
American Homes 4 Rent (Cl A) COM 02665T306 743 32,683 SH   SOLE   32,683 0 0
American International Group, COM 026874784 380,053 8,826,120 SH   SOLE   7,953,247 0 872,873
Apple, Inc. COM 037833100 158,255 833,142 SH   SOLE   728,473 0 104,669
Aptiv PLC COM G6095L109 280 3,524 SH   SOLE   3,524 0 0
Arcosa, Inc. COM 039653100 7,089 232,041 SH   SOLE   230,500 0 1,541
Artisan Partners Asset Managem COM 04316A108 557 22,136 SH   SOLE   22,136 0 0
Assured Guaranty Ltd. COM G0585R106 5,365 120,745 SH   SOLE   119,915 0 830
Avis Budget Group, Inc. COM 053774105 21,547 618,102 SH   SOLE   588,425 0 29,677
Avnet, Inc. COM 053807103 42,719 984,999 SH   SOLE   928,116 0 56,883
Axalta Coating Systems Ltd. COM G0750C108 263,837 10,465,586 SH   SOLE   9,658,634 0 806,952
B&G Foods, Inc. COM 05508R106 39,348 1,611,316 SH   SOLE   1,529,248 0 82,068
Baidu, Inc. COM 056752108 891 5,403 SH   SOLE   5,403 0 0
Bank of New York Mellon Corp. COM 064058100 1,087 21,554 SH   SOLE   21,554 0 0
Bank OZK COM 06417N103 183,195 6,321,418 SH   SOLE   6,180,045 0 141,373
BankUnited, Inc. COM 06652K103 205,950 6,166,164 SH   SOLE   5,982,887 0 183,277
Berkshire Hathaway, Inc. (Cl B COM 084670702 448,744 2,233,780 SH   SOLE   2,001,348 0 232,432
BioScrip, Inc. COM 09069N108 5,683 2,841,362 SH   SOLE   2,829,077 0 12,285
BOK Financial Corp. COM 05561Q201 50,307 616,885 SH   SOLE   587,295 0 29,590
Borgwarner, Inc. COM 099724106 381,870 9,941,932 SH   SOLE   9,097,347 0 844,585
Boston Scientific Corp. COM 101137107 74,336 1,936,852 SH   SOLE   1,821,712 0 115,140
Bridge Bancorp, Inc. COM 108035106 457 15,605 SH   SOLE   15,605 0 0
Brighthouse Financial, Inc. COM 10922N103 94,890 2,614,761 SH   SOLE   2,533,691 0 81,070
Broadridge Financial Solutions COM 11133T103 28,515 274,998 SH   SOLE   265,718 0 9,280
Brown & Brown, Inc. COM 115236101 51,554 1,746,996 SH   SOLE   1,676,989 0 70,007
BT Group PLC ADR COM 05577E101 251 16,967 SH   SOLE   16,967 0 0
Cadence Bancorporation (Cl A) COM 12739A100 59,931 3,230,782 SH   SOLE   3,101,528 0 129,254
Cal-Maine Foods, Inc. COM 128030202 62,121 1,391,908 SH   SOLE   1,348,107 0 43,801
Carter's, Inc. COM 146229109 55,902 554,640 SH   SOLE   526,622 0 28,018
Century Communities, Inc. COM 156504300 3,875 161,647 SH   SOLE   160,474 0 1,173
Charter Communications, Inc. ( COM 16119P108 183,095 527,788 SH   SOLE   451,991 0 75,797
Cimarex Energy Co. COM 171798101 418,266 5,983,783 SH   SOLE   5,548,105 0 435,678
Cimpress N.V. COM N20146101 7,843 97,880 SH   SOLE   96,937 0 943
Citigroup, Inc. COM 172967424 633,689 10,184,656 SH   SOLE   9,107,165 0 1,077,491
Cognizant Tech Solutions Corp. COM 192446102 77,803 1,073,889 SH   SOLE   1,073,889 0 0
Colfax Corp. COM 194014106 60,436 2,036,242 SH   SOLE   1,930,803 0 105,439
Comcast Corp. (Cl A) COM 20030N101 272,931 6,826,684 SH   SOLE   6,135,275 0 691,410
Constellation Brands, Inc. (Cl COM 21036P108 81,657 465,734 SH   SOLE   465,734 0 0
COPA Holdings SA (Cl A) COM P31076105 17,126 212,452 SH   SOLE   210,434 0 2,018
Coty, Inc. (Cl A) COM 222070203 38,751 3,369,667 SH   SOLE   3,241,984 0 127,683
Credit Suisse Group AG ADR COM 225401108 823 70,670 SH   SOLE   70,670 0 0
CubeSmart COM 229663109 107,210 3,346,133 SH   SOLE   3,182,970 0 163,163
CVS Health Corp. COM 126650100 36,392 674,804 SH   SOLE   674,804 0 0
Deere & Co. COM 244199105 2,116 13,241 SH   SOLE   13,241 0 0
Devon Energy Corp. COM 25179M103 269,064 8,525,463 SH   SOLE   7,527,065 0 998,398
ETF Ser Solutions COM 26922A875 12,708 391,750 SH   SOLE   391,750 0 0
Discover Financial Services COM 254709108 374,152 5,257,899 SH   SOLE   4,663,372 0 594,527
Dollar General Corp. COM 256677105 2,068 17,335 SH   SOLE   17,335 0 0
Eastman Chemical Co. COM 277432100 94,839 1,249,860 SH   SOLE   1,076,639 0 173,221
Endo International PLC COM G30401106 10,831 1,348,760 SH   SOLE   1,348,760 0 0
Enstar Group Ltd. COM G3075P101 48,788 280,392 SH   SOLE   271,780 0 8,612
Facebook, Inc. COM 30303M102 349,296 2,095,482 SH   SOLE   1,908,969 0 186,513
Fastenal Co. COM 311900104 2,187 34,004 SH   SOLE   34,004 0 0
Fiat Chrysler Automobiles N.V. COM N31738102 689 46,396 SH   SOLE   46,396 0 0
First Data Corp. COM 32008D106 1,317 50,131 SH   SOLE   50,131 0 0
First Horizon National Corp. COM 320517105 14,004 1,001,705 SH   SOLE   942,675 0 59,030
First of Long Island Corp. COM 320734106 12,780 582,753 SH   SOLE   513,055 0 69,698
First Republic Bank COM 33616C100 264,284 2,630,737 SH   SOLE   2,406,854 0 223,883
Flowers Foods, Inc. COM 343498101 65,750 3,083,940 SH   SOLE   2,931,423 0 152,517
Fox Corp. (Cl B) COM 35137L204 4,560 127,100 SH   SOLE   127,100 0 0
Franklin Resources, Inc. COM 354613101 2,922 88,166 SH   SOLE   88,166 0 0
General Motors Co. COM 37045V100 206,171 5,557,170 SH   SOLE   4,806,424 0 750,746
Gilead Sciences, Inc. COM 375558103 121,290 1,865,709 SH   SOLE   1,659,630 0 206,079
GlaxoSmithKline PLC COM 37733W105 20,808 497,924 SH   SOLE   494,896 0 3,028
Global Indemnity Ltd. (Cl A) COM G3933F105 253 8,330 SH   SOLE   8,330 0 0
Green Brick Partners, Inc. COM 392709101 9,603 1,097,494 SH   SOLE   970,409 0 127,085
Hanesbrands, Inc. COM 410345102 200,143 11,193,698 SH   SOLE   10,166,735 0 1,026,964
Hartford Financial Services Gr COM 416515104 224,894 4,523,204 SH   SOLE   4,044,048 0 479,156
Honeywell International, Inc. COM 438516106 136,841 861,067 SH   SOLE   745,978 0 115,089
Hub Group, Inc. (Cl A) COM 443320106 132,423 3,241,682 SH   SOLE   3,120,081 0 121,601
Hyster-Yale Materials Handling COM 449172105 11,331 181,695 SH   SOLE   180,785 0 910
Integer Holdings Corp. COM 45826H109 3,829 50,773 SH   SOLE   50,363 0 410
iStar, Inc. COM 45031U101 43,188 5,129,239 SH   SOLE   4,922,407 0 206,832
Johnson Controls International COM G51502105 140,229 3,796,136 SH   SOLE   3,790,156 0 5,980
Jones Lang LaSalle, Inc. COM 48020Q107 38,383 248,951 SH   SOLE   236,561 0 12,390
JPMorgan Chase & Co. COM 46625H100 290,104 2,865,787 SH   SOLE   2,525,534 0 340,253
Juniper Networks, Inc. COM 48203R104 42,700 1,613,131 SH   SOLE   1,516,713 0 96,418
Kelly Services, Inc. (Cl A) COM 488152208 6,430 291,463 SH   SOLE   289,778 0 1,685
Kimberly-Clark Corp. COM 494368103 190,671 1,538,910 SH   SOLE   1,326,819 0 212,090
Kirby Corp. COM 497266106 189,433 2,522,073 SH   SOLE   2,452,302 0 69,771
KKR & Co., Inc. (Cl A) COM 48251W104 113,172 4,817,870 SH   SOLE   4,171,404 0 646,466
Liberty Media Corp., Series C, COM 531229854 84,716 2,416,999 SH   SOLE   2,291,967 0 125,032
Linde PLC COM G5494J103 171,311 973,744 SH   SOLE   821,391 0 152,353
Live Nation Entertainment, Inc COM 538034109 54,447 856,891 SH   SOLE   851,566 0 5,325
Loews Corp. COM 540424108 165,500 3,452,955 SH   SOLE   3,133,156 0 319,799
Marsh & McLennan Cos., Inc. COM 571748102 166,293 1,770,959 SH   SOLE   1,519,019 0 251,940
McDonald's Corp. COM 580135101 220 1,160 SH   SOLE   1,160 0 0
McKesson Corp. COM 58155Q103 331 2,825 SH   SOLE   2,825 0 0
Medtronic PLC COM G5960L103 356,246 3,911,348 SH   SOLE   3,494,278 0 417,070
MetLife, Inc. COM 59156R108 454,670 10,680,528 SH   SOLE   9,665,413 0 1,015,115
Microsoft Corp. COM 594918104 407,140 3,452,096 SH   SOLE   3,101,982 0 350,114
Mid-America Apartment Communit COM 59522J103 67,096 613,698 SH   SOLE   576,188 0 37,510
Milacron Holdings Corp. COM 59870L106 115 10,150 SH   SOLE   10,150 0 0
Molson Coors Brewing Co. (Cl B COM 60871R209 32,946 552,320 SH   SOLE   523,150 0 29,170
Morgan Stanley COM 617446448 234,318 5,552,567 SH   SOLE   5,028,495 0 524,072
Mr Cooper Group, Inc. COM 62482R107 77,742 8,106,520 SH   SOLE   7,841,030 0 265,490
Natus Medical, Inc. COM 639050103 9,874 389,058 SH   SOLE   386,658 0 2,400
Navigators Group, Inc. COM 638904102 42,128 602,946 SH   SOLE   559,369 0 43,577
Noble Energy, Inc. COM 655044105 70,078 2,833,720 SH   SOLE   2,512,383 0 321,337
NVR, Inc. COM 62944T105 296,736 107,241 SH   SOLE   95,093 0 12,148
Parker Hannifin Corp. COM 701094104 277,441 1,616,602 SH   SOLE   1,443,752 0 172,850
Patterson Cos. Inc. COM 703395103 306 14,000 SH   SOLE   14,000 0 0
PepsiCo, Inc. COM 713448108 242,684 1,980,284 SH   SOLE   1,691,274 0 289,010
Pfizer, Inc. COM 717081103 322,266 7,588,097 SH   SOLE   6,759,329 0 828,769
Philip Morris International, I COM 718172109 305,299 3,454,002 SH   SOLE   3,047,868 0 406,134
PNC Financial Services Group, COM 693475105 140,723 1,147,261 SH   SOLE   972,733 0 174,528
Popular, Inc. COM 733174700 26,102 500,705 SH   SOLE   479,472 0 21,233
Post Holdings, Inc. COM 737446104 127,102 1,161,813 SH   SOLE   1,102,702 0 59,111
ProAssurance Corp. COM 74267C106 33,172 958,442 SH   SOLE   927,551 0 30,891
Procter & Gamble Co. COM 742718109 251,439 2,416,522 SH   SOLE   2,052,872 0 363,650
Public Storage COM 74460D109 498 2,286 SH   SOLE   2,286 0 0
Red Rock Resorts, Inc. (Cl A) COM 75700L108 162,593 6,289,864 SH   SOLE   6,046,533 0 243,331
Reinsurance Group of America, COM 759351604 53,828 379,125 SH   SOLE   357,667 0 21,458
RenaissanceRe Holdings COM G7496G103 60,536 421,857 SH   SOLE   401,491 0 20,366
RPM International COM 749685103 70,105 1,207,878 SH   SOLE   1,182,689 0 25,189
Sanmina-SCI Corp. COM 801056102 83,144 2,881,924 SH   SOLE   2,760,752 0 121,172
Seaboard Corp. COM 811543107 514 120 SH   SOLE   120 0 0
Sensata Technologies Holding P COM G8060N102 130,897 2,907,528 SH   SOLE   2,827,940 0 79,588
Sherwin-Williams Co. COM 824348106 13,265 30,798 SH   SOLE   30,510 0 288
South Jersey Industries Inc. COM 838518108 13,939 434,654 SH   SOLE   416,473 0 18,181
SPX Flow, Inc. COM 78469X107 35,348 1,108,096 SH   SOLE   1,058,917 0 49,179
Starbucks Corp. COM 855244109 319 4,285 SH   SOLE   4,285 0 0
State Street Corp. COM 857477103 318 4,825 SH   SOLE   4,825 0 0
Stericycle, Inc. COM 858912108 50,595 929,718 SH   SOLE   885,087 0 44,631
Sterling Bancorp COM 85917A100 59,995 3,220,339 SH   SOLE   3,104,839 0 115,500
SVB Financial Group COM 78486Q101 51,344 230,906 SH   SOLE   217,441 0 13,465
T-Mobile US, Inc. COM 872590104 106,873 1,546,645 SH   SOLE   1,386,034 0 160,611
Tanger Factory Outlet Centers, COM 875465106 15,108 720,113 SH   SOLE   717,114 0 2,999
TE Connectivity Ltd. COM H84989104 349 4,321 SH   SOLE   4,321 0 0
Tegna, Inc. COM 87901J105 79,812 5,660,413 SH   SOLE   4,874,815 0 785,597
Tenneco, Inc. (Cl A) COM 880349105 10,705 483,096 SH   SOLE   479,938 0 3,158
Texas Instruments, Inc. COM 882508104 236,748 2,231,997 SH   SOLE   2,000,086 0 231,911
Thermo Fisher Scientific, Inc. COM 883556102 200,641 733,017 SH   SOLE   637,047 0 95,970
TJX Cos., Inc. COM 872540109 368,342 6,922,415 SH   SOLE   6,044,459 0 877,956
Toro Co. COM 891092108 14,003 203,418 SH   SOLE   202,073 0 1,345
TriMas Corp. COM 896215209 7,528 249,019 SH   SOLE   247,334 0 1,685
Trinity Industries, Inc. COM 896522109 15,021 691,255 SH   SOLE   686,760 0 4,495
UGI Corp. COM 902681105 104,144 1,879,186 SH   SOLE   1,772,836 0 106,350
United Continental Holdings, I COM 910047109 291,933 3,659,223 SH   SOLE   3,409,973 0 249,250
United Technologies Corp. COM 913017109 391,668 3,038,777 SH   SOLE   2,721,355 0 317,422
V.F. Corp. COM 918204108 157,444 1,811,572 SH   SOLE   1,623,539 0 188,033
Vail Resorts, Inc. COM 91879Q109 109,118 502,152 SH   SOLE   490,142 0 12,010
Verisk Analytics, Inc. COM 92345Y106 59,379 446,457 SH   SOLE   386,619 0 59,838
W R Grace & Co. COM 38388F108 7,965 102,063 SH   SOLE   101,083 0 980
Walt Disney Co. COM 254687106 308,341 2,777,092 SH   SOLE   2,463,620 0 313,472
Welbilt, Inc. COM 949090104 226 13,800 SH   SOLE   13,800 0 0
Wellcare Health Plans COM 94946T106 437 1,620 SH   SOLE   1,620 0 0
Wells Fargo & Co. COM 949746101 46,906 970,732 SH   SOLE   970,732 0 0
WESCO International, Inc. COM 95082P105 469 8,847 SH   SOLE   7,757 0 1,090
Willis Towers Watson PLC COM G96629103 122,586 697,900 SH   SOLE   655,221 0 42,679
WNS (Holdings) Ltd. Sponsored COM 92932M101 13,050 244,979 SH   SOLE   243,559 0 1,420
Worldpay, Inc. (Cl A) COM 981558109 433,033 3,815,268 SH   SOLE   3,444,153 0 371,115
WPX Energy, Inc. COM 98212B103 41,037 3,130,236 SH   SOLE   2,962,319 0 167,917
Zynga, Inc. (Cl A) COM 98986T108 107 20,065 SH   SOLE   20,065 0 0