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 14,601 237,764 SH   SOLE   237,764 0 0
Abbott Laboratories COM 002824100 547,779 6,513,423 SH   SOLE   5,662,059 0 851,363
Acorda Thearapeutics, Inc. COM 00484M106 3,753 489,329 SH   SOLE   486,151 0 3,178
Advanced Auto Parts, Inc. COM 00751Y106 42,790 277,602 SH   SOLE   277,602 0 0
Aircastle Ltd. COM G0129K104 44,818 2,108,108 SH   SOLE   2,009,508 0 98,600
Alaska Air Group, Inc. COM 011659109 132,899 2,079,478 SH   SOLE   2,019,433 0 60,045
Alder Biopharmaceuticals, Inc. COM 014339105 126 10,673 SH   SOLE   10,673 0 0
Allegiant Travel Co. COM 01748X102 78,029 543,756 SH   SOLE   517,290 0 26,466
Allergan PLC COM G0177J108 162,461 970,322 SH   SOLE   969,292 0 1,030
Alphabet, Inc. (Cl. A) COM 02079K305 493,812 456,051 SH   SOLE   410,732 0 45,319
Alphabet, Inc. (Cl. C) COM 02079K107 784 725 SH   SOLE   725 0 0
AMAG Pharmaceuticals, Inc. COM 00163U106 112 11,260 SH   SOLE   11,260 0 0
American Axle & Mfg Holdings COM 024061103 139 10,926 SH   SOLE   10,926 0 0
American Campus Communities, I COM 024835100 90,888 1,968,973 SH   SOLE   1,859,420 0 109,553
American Homes 4 Rent (Cl A) COM 02665T306 236 9,697 SH   SOLE   9,697 0 0
American International Group, COM 026874784 442,967 8,313,950 SH   SOLE   7,440,619 0 873,331
Analog Devices, Inc. COM 032654105 529 4,691 SH   SOLE   4,691 0 0
Aptiv PLC COM G6095L109 228 2,825 SH   SOLE   2,825 0 0
Arcosa, Inc. COM 039653100 4,703 124,993 SH   SOLE   123,978 0 1,015
Ashland, Inc. COM 044186104 110,163 1,377,554 SH   SOLE   1,334,548 0 43,006
Assured Guaranty Ltd. COM G0585R106 4,546 108,036 SH   SOLE   107,206 0 830
Avis Budget Group, Inc. COM 053774105 13,595 386,652 SH   SOLE   363,980 0 22,672
Avnet, Inc. COM 053807103 46,546 1,028,180 SH   SOLE   971,297 0 56,883
Axalta Coating Systems Ltd. COM G0750C108 248,882 8,360,158 SH   SOLE   7,703,083 0 657,075
B&G Foods, Inc. COM 05508R106 31,578 1,518,179 SH   SOLE   1,436,801 0 81,378
Baidu, Inc. COM 056752108 966 8,230 SH   SOLE   8,230 0 0
Bank of New York Mellon Corp. COM 064058100 1,003 22,729 SH   SOLE   22,729 0 0
Bank OZK COM 06417N103 188,831 6,275,534 SH   SOLE   6,135,401 0 140,133
BankUnited, Inc. COM 06652K103 183,639 5,442,781 SH   SOLE   5,266,122 0 176,659
Berkshire Hathaway, Inc. (Cl B COM 084670702 474,248 2,224,743 SH   SOLE   1,974,621 0 250,122
BioScrip, Inc. COM 09069N108 5,549 2,134,322 SH   SOLE   2,122,037 0 12,285
BOK Financial Corp. COM 05561Q201 46,342 613,967 SH   SOLE   584,377 0 29,590
Booking Holdings, Inc. COM 09857L108 240,420 128,244 SH   SOLE   114,183 0 14,061
Borgwarner, Inc. COM 099724106 419,261 9,987,152 SH   SOLE   9,007,057 0 980,095
Boston Scientific Corp. COM 101137107 86,223 2,006,114 SH   SOLE   1,890,974 0 115,140
Brighthouse Financial, Inc. COM 10922N103 52,878 1,441,217 SH   SOLE   1,389,891 0 51,326
Broadridge Financial Solutions COM 11133T103 34,173 267,649 SH   SOLE   259,159 0 8,490
Brown & Brown, Inc. COM 115236101 46,919 1,400,573 SH   SOLE   1,337,410 0 63,163
BT Group PLC ADR COM 05577E101 304 23,807 SH   SOLE   23,807 0 0
Cadence Bancorporation (Cl A) COM 12739A100 73,580 3,537,518 SH   SOLE   3,393,032 0 144,486
Cal-Maine Foods, Inc. COM 128030202 72,454 1,736,666 SH   SOLE   1,677,666 0 59,000
Carter's, Inc. COM 146229109 44,771 459,002 SH   SOLE   436,158 0 22,844
Century Communities, Inc. COM 156504300 3,801 143,017 SH   SOLE   141,844 0 1,173
Charter Communications, Inc. ( COM 16119P108 206,294 522,025 SH   SOLE   446,228 0 75,797
Check Point Software Technolog COM M22465104 2,786 24,098 SH   SOLE   24,098 0 0
Chevron Corp. COM 166764100 133,556 1,073,256 SH   SOLE   927,158 0 146,098
Cimarex Energy Co. COM 171798101 411,588 6,937,262 SH   SOLE   6,442,880 0 494,382
Cimpress N.V. COM N20146101 6,468 71,167 SH   SOLE   70,555 0 612
Citigroup, Inc. COM 172967424 676,304 9,657,352 SH   SOLE   8,596,088 0 1,061,265
Cognizant Tech Solutions Corp. COM 192446102 71,767 1,132,153 SH   SOLE   1,132,153 0 0
Colfax Corp. COM 194014106 76,818 2,740,569 SH   SOLE   2,619,934 0 120,635
Comcast Corp. (Cl A) COM 20030N101 265,767 6,285,891 SH   SOLE   5,604,705 0 681,186
Constellation Brands, Inc. (Cl COM 21036P108 71,153 361,294 SH   SOLE   361,294 0 0
COPA Holdings SA (Cl A) COM P31076105 19,220 196,982 SH   SOLE   195,454 0 1,528
CubeSmart COM 229663109 111,962 3,348,136 SH   SOLE   3,189,601 0 158,535
CVS Health Corp. COM 126650100 36,770 674,804 SH   SOLE   674,804 0 0
Deere & Co. COM 244199105 3,316 20,009 SH   SOLE   20,009 0 0
Devon Energy Corp. COM 25179M103 213,947 7,501,657 SH   SOLE   6,503,259 0 998,398
Discover Financial Services COM 254709108 313,608 4,041,865 SH   SOLE   3,597,384 0 444,481
Dollar General Corp. COM 256677105 212 1,572 SH   SOLE   1,572 0 0
Eastman Chemical Co. COM 277432100 105,950 1,361,302 SH   SOLE   1,184,720 0 176,583
Endo International PLC COM G30401106 4,467 1,084,241 SH   SOLE   1,084,241 0 0
Enstar Group Ltd. COM G3075P101 48,313 277,214 SH   SOLE   268,523 0 8,691
Facebook, Inc. COM 30303M102 348,688 1,806,674 SH   SOLE   1,620,515 0 186,159
Fastenal Co. COM 311900104 1,951 59,873 SH   SOLE   59,873 0 0
Fiat Chrysler Automobiles N.V. COM N31738102 734 53,131 SH   SOLE   53,131 0 0
First Data Corp. COM 32008D106 595 21,966 SH   SOLE   21,966 0 0
First Horizon National Corp. COM 320517105 14,612 978,674 SH   SOLE   919,644 0 59,030
First of Long Island Corp. COM 320734106 10,539 524,867 SH   SOLE   455,169 0 69,698
First Republic Bank COM 33616C100 246,639 2,525,742 SH   SOLE   2,303,777 0 221,965
Flowers Foods, Inc. COM 343498101 71,736 3,082,769 SH   SOLE   2,930,252 0 152,517
Fox Corp. (Cl B) COM 35137L204 214 5,862 SH   SOLE   5,862 0 0
Franklin Resources, Inc. COM 354613101 4,312 123,917 SH   SOLE   123,917 0 0
General Motors Co. COM 37045V100 225,475 5,851,940 SH   SOLE   5,001,799 0 850,141
Gilead Sciences, Inc. COM 375558103 133,269 1,972,604 SH   SOLE   1,754,590 0 218,014
GlaxoSmithKline PLC COM 37733W105 17,884 446,883 SH   SOLE   444,338 0 2,545
Green Brick Partners, Inc. COM 392709101 8,333 1,002,725 SH   SOLE   875,231 0 127,494
Hanesbrands, Inc. COM 410345102 240,332 13,956,552 SH   SOLE   12,476,224 0 1,480,329
Hartford Financial Services Gr COM 416515104 240,781 4,321,274 SH   SOLE   3,842,640 0 478,635
Honeywell International, Inc. COM 438516106 148,584 851,045 SH   SOLE   735,955 0 115,089
Hub Group, Inc. (Cl A) COM 443320106 136,592 3,253,735 SH   SOLE   3,132,243 0 121,492
Humana, Inc. COM 444859102 86,802 327,185 SH   SOLE   280,515 0 46,670
Hyster-Yale Materials Handling COM 449172105 9,655 174,715 SH   SOLE   173,468 0 1,247
Integer Holdings Corp. COM 45826H109 4,261 50,773 SH   SOLE   50,363 0 410
Ironwood Pharmaceuticals, Inc. COM 46333X108 115 10,512 SH   SOLE   10,512 0 0
iStar, Inc. COM 45031U101 50,814 4,091,300 SH   SOLE   3,888,791 0 202,509
Johnson Controls International COM G51502105 103,938 2,516,057 SH   SOLE   2,513,232 0 2,825
Jones Lang LaSalle, Inc. COM 48020Q107 36,039 256,159 SH   SOLE   243,709 0 12,450
JPMorgan Chase & Co. COM 46625H100 284,837 2,547,734 SH   SOLE   2,233,184 0 314,550
Juniper Networks, Inc. COM 48203R104 44,149 1,657,881 SH   SOLE   1,565,383 0 92,498
Kelly Services, Inc. (Cl A) COM 488152208 6,219 237,443 SH   SOLE   235,758 0 1,685
Kimberly-Clark Corp. COM 494368103 209,249 1,569,998 SH   SOLE   1,356,727 0 213,271
Kirby Corp. COM 497266106 187,545 2,373,992 SH   SOLE   2,304,770 0 69,222
KKR & Co., Inc. (Cl A) COM 48251W104 183,142 7,247,421 SH   SOLE   6,296,871 0 950,550
Liberty Media Corp., Series C, COM 531229854 90,966 2,431,590 SH   SOLE   2,307,849 0 123,741
Linde PLC COM G5494J103 189,215 942,304 SH   SOLE   797,243 0 145,061
Live Nation Entertainment, Inc COM 538034109 47,768 721,028 SH   SOLE   716,009 0 5,019
Loews Corp. COM 540424108 162,267 2,968,124 SH   SOLE   2,650,947 0 317,177
Marsh & McLennan Cos., Inc. COM 571748102 154,782 1,551,701 SH   SOLE   1,332,576 0 219,125
McDonald's Corp. COM 580135101 480 2,310 SH   SOLE   2,310 0 0
McKesson Corp. COM 58155Q103 467 3,475 SH   SOLE   3,475 0 0
Medtronic PLC COM G5960L103 376,566 3,866,573 SH   SOLE   3,395,584 0 470,990
MetLife, Inc. COM 59156R108 493,467 9,934,917 SH   SOLE   8,920,643 0 1,014,274
Microsoft Corp. COM 594918104 353,677 2,640,170 SH   SOLE   2,354,250 0 285,920
Mid-America Apartment Communit COM 59522J103 73,970 628,146 SH   SOLE   592,213 0 35,933
Milacron Holdings Corp. COM 59870L106 140 10,150 SH   SOLE   10,150 0 0
Molson Coors Brewing Co. (Cl B COM 60871R209 33,665 601,158 SH   SOLE   571,988 0 29,170
Morgan Stanley COM 617446448 252,756 5,769,370 SH   SOLE   5,115,473 0 653,897
Mr Cooper Group, Inc. COM 62482R107 68,925 8,604,829 SH   SOLE   8,338,721 0 266,108
Natus Medical, Inc. COM 639050103 10,059 391,567 SH   SOLE   388,548 0 3,019
Noah Holdings Ltd. Sponsored A COM 65487X102 247 5,800 SH   SOLE   5,800 0 0
Noble Energy, Inc. COM 655044105 4,794 214,030 SH   SOLE   214,030 0 0
NVR, Inc. COM 62944T105 356,687 105,834 SH   SOLE   94,027 0 11,807
O'Reilly Automotive, Inc. COM 67103H107 140,345 380,010 SH   SOLE   325,461 0 54,549
Parker Hannifin Corp. COM 701094104 266,568 1,567,953 SH   SOLE   1,393,923 0 174,030
PepsiCo, Inc. COM 713448108 255,706 1,950,022 SH   SOLE   1,669,262 0 280,761
Perrigo Co. PLC COM G97822103 32,441 681,239 SH   SOLE   681,239 0 0
Pfizer, Inc. COM 717081103 333,658 7,702,161 SH   SOLE   6,873,391 0 828,770
Philip Morris International, I COM 718172109 300,191 3,822,629 SH   SOLE   3,348,547 0 474,082
PNC Financial Services Group, COM 693475105 113,387 825,954 SH   SOLE   707,291 0 118,663
Popular, Inc. COM 733174700 23,298 429,540 SH   SOLE   408,637 0 20,903
Post Holdings, Inc. COM 737446104 123,219 1,185,140 SH   SOLE   1,126,029 0 59,111
ProAssurance Corp. COM 74267C106 39,637 1,097,662 SH   SOLE   1,052,454 0 45,208
Procter & Gamble Co. COM 742718109 262,775 2,396,492 SH   SOLE   2,024,540 0 371,952
Public Storage COM 74460D109 259 1,086 SH   SOLE   1,086 0 0
Red Rock Resorts, Inc. (Cl A) COM 75700L108 147,862 6,883,701 SH   SOLE   6,627,027 0 256,674
Reinsurance Group of America, COM 759351604 69,020 442,353 SH   SOLE   417,457 0 24,896
RenaissanceRe Holdings COM G7496G103 72,683 408,309 SH   SOLE   388,976 0 19,333
RPM International COM 749685103 69,575 1,138,523 SH   SOLE   1,111,335 0 27,188
Sanmina-SCI Corp. COM 801056102 85,906 2,837,047 SH   SOLE   2,716,559 0 120,488
Seaboard Corp. COM 811543107 558 135 SH   SOLE   135 0 0
Sensata Technologies Holding P COM G8060N102 132,877 2,711,770 SH   SOLE   2,632,182 0 79,588
Sherwin-Williams Co. COM 824348106 13,476 29,404 SH   SOLE   29,161 0 243
South Jersey Industries Inc. COM 838518108 36,727 1,088,849 SH   SOLE   1,043,198 0 45,651
SPX Flow, Inc. COM 78469X107 46,210 1,103,912 SH   SOLE   1,054,036 0 49,876
Starbucks Corp. COM 855244109 323 3,850 SH   SOLE   3,850 0 0
Stericycle, Inc. COM 858912108 50,989 1,067,828 SH   SOLE   1,016,749 0 51,079
Sterling Bancorp COM 85917A100 90,815 4,267,612 SH   SOLE   4,093,769 0 173,843
SVB Financial Group COM 78486Q101 52,972 235,860 SH   SOLE   222,395 0 13,465
T-Mobile US, Inc. COM 872590104 84,098 1,134,315 SH   SOLE   973,704 0 160,611
Tanger Factory Outlet Centers, COM 875465106 6,443 397,444 SH   SOLE   394,445 0 2,999
TE Connectivity Ltd. COM H84989104 556 5,806 SH   SOLE   5,806 0 0
Tegna, Inc. COM 87901J105 80,716 5,327,783 SH   SOLE   4,559,554 0 768,229
Texas Instruments, Inc. COM 882508104 239,137 2,083,801 SH   SOLE   1,850,425 0 233,376
Thermo Fisher Scientific, Inc. COM 883556102 213,465 726,864 SH   SOLE   630,894 0 95,970
TJX Cos., Inc. COM 872540109 367,355 6,946,949 SH   SOLE   6,066,652 0 880,297
Toro Co. COM 891092108 12,508 186,959 SH   SOLE   185,614 0 1,345
TriMas Corp. COM 896215209 7,738 249,847 SH   SOLE   247,966 0 1,881
Trinity Industries, Inc. COM 896522109 12,970 625,039 SH   SOLE   620,544 0 4,495
UGI Corp. COM 902681105 108,570 2,032,766 SH   SOLE   1,922,367 0 110,399
United Airlines Holdings, Inc. COM 910047109 308,099 3,519,126 SH   SOLE   3,267,240 0 251,886
United Technologies Corp. COM 913017109 370,887 2,848,595 SH   SOLE   2,531,172 0 317,422
Vail Resorts, Inc. COM 91879Q109 106,848 478,753 SH   SOLE   466,858 0 11,895
Verisk Analytics, Inc. COM 92345Y106 695 4,744 SH   SOLE   4,744 0 0
VF Corp. COM 918204108 49,950 571,837 SH   SOLE   506,882 0 64,954
W R Grace & Co. COM 38388F108 6,354 83,489 SH   SOLE   82,896 0 593
Walt Disney Co. COM 254687106 402,312 2,881,065 SH   SOLE   2,535,387 0 345,678
Welbilt, Inc. COM 949090104 230 13,800 SH   SOLE   13,800 0 0
Wellcare Health Plans COM 94946T106 509 1,785 SH   SOLE   1,785 0 0
Wells Fargo & Co. COM 949746101 45,935 970,732 SH   SOLE   970,732 0 0
WESCO International, Inc. COM 95082P105 27,795 548,764 SH   SOLE   520,587 0 28,177
Willis Towers Watson PLC COM G96629103 115,619 603,628 SH   SOLE   568,459 0 35,169
WNS (Holdings) Ltd. Sponsored COM 92932M101 12,422 209,835 SH   SOLE   208,415 0 1,420
Worldpay, Inc. (Cl A) COM 981558109 318,021 2,595,028 SH   SOLE   2,340,758 0 254,270
WPX Energy, Inc. COM 98212B103 36,537 3,174,409 SH   SOLE   3,005,704 0 168,705
Zynga, Inc. (Cl A) COM 98986T108 340 55,527 SH   SOLE   55,527 0 0