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
Estimated average burden
hours per response: 23.8
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 11,314 176,063 SH   SOLE   176,063 0 0
Abbott Laboratories COM 002824100 536,506 6,412,163 SH   SOLE   5,582,848 0 829,315
Acorda Therapeutics, Inc. COM 00484M106 1,051 366,108 SH   SOLE   360,686 0 5,422
Advance Auto Parts, Inc. COM 00751Y106 70,409 425,689 SH   SOLE   425,689 0 0
Aircastle Ltd. COM G0129K104 44,300 1,975,031 SH   SOLE   1,877,058 0 97,973
Alaska Air Group, Inc. COM 011659109 136,248 2,099,037 SH   SOLE   2,040,497 0 58,540
Alder Biopharmaceuticals, Inc. COM 014339105 305 16,173 SH   SOLE   16,173 0 0
Allegiant Travel Co. COM 01748X102 79,082 528,413 SH   SOLE   501,970 0 26,443
Allergan PLC COM G0177J108 113,177 672,510 SH   SOLE   671,574 0 936
Alphabet, Inc. (Cl A) COM 02079K305 534,553 437,749 SH   SOLE   393,714 0 44,035
Alphabet, Inc. (Cl C) COM 02079K107 851 698 SH   SOLE   698 0 0
AMAG Pharmaceuticals, Inc. COM 00163U106 130 11,260 SH   SOLE   11,260 0 0
American Axle & Manufacturing COM 024061103 112 13,583 SH   SOLE   13,583 0 0
American Campus Communities, I COM 024835100 95,534 1,986,982 SH   SOLE   1,881,469 0 105,513
American Homes 4 Rent (Cl A) COM 02665T306 251 9,697 SH   SOLE   9,697 0 0
American International Group, COM 026874784 462,068 8,295,656 SH   SOLE   7,438,836 0 856,820
Analog Devices, Inc. COM 032654105 544 4,868 SH   SOLE   4,868 0 0
Apple, Inc. COM 037833100 224 1,002 SH   SOLE   1,002 0 0
Aptiv PLC COM G6095L109 247 2,825 SH   SOLE   2,825 0 0
Archer-Daniels-Midland Co. COM 039483102 100,377 2,444,035 SH   SOLE   2,241,297 0 202,738
Arcosa, Inc. COM 039653100 4,270 124,824 SH   SOLE   123,809 0 1,015
Ashland Global Holdings, Inc. COM 044186104 116,152 1,507,488 SH   SOLE   1,464,242 0 43,246
Assured Guaranty Ltd. COM G0585R106 4,417 99,347 SH   SOLE   98,517 0 830
Avnet, Inc. COM 053807103 47,063 1,057,957 SH   SOLE   1,001,074 0 56,883
Axalta Coating Systems Ltd. COM G0750C108 239,924 7,957,688 SH   SOLE   7,316,971 0 640,717
B&G Foods, Inc. COM 05508R106 30,277 1,601,100 SH   SOLE   1,519,138 0 81,962
Baidu, Inc. ADR (Cl A) COM 056752108 1,115 10,852 SH   SOLE   10,852 0 0
Bank of New York Mellon Corp. COM 064058100 825 18,238 SH   SOLE   18,238 0 0
Bank OZK COM 06417N103 168,290 6,171,267 SH   SOLE   6,034,026 0 137,241
BankUnited, Inc. COM 06652K103 134,419 3,998,187 SH   SOLE   3,858,740 0 139,447
Berkshire Hathaway, Inc. (Cl B COM 084670702 477,474 2,295,329 SH   SOLE   2,049,498 0 245,831
BOK Financial Corp. COM 05561Q201 49,800 629,179 SH   SOLE   599,455 0 29,724
Booking Holdings, Inc. COM 09857L108 249,491 127,122 SH   SOLE   113,326 0 13,796
BorgWarner, Inc. COM 099724106 443,975 12,104,013 SH   SOLE   11,100,141 0 1,003,872
Boston Scientific Corp. COM 101137107 81,419 2,000,947 SH   SOLE   1,887,878 0 113,069
Brighthouse Financial, Inc. COM 10922N103 43,989 1,086,961 SH   SOLE   1,035,635 0 51,326
Broadridge Financial Solutions COM 11133T103 33,344 267,971 SH   SOLE   259,481 0 8,490
Brown & Brown, Inc. COM 115236101 43,698 1,211,818 SH   SOLE   1,149,863 0 61,955
Cadence Bancorporation (Cl A) COM 12739A100 66,257 3,777,476 SH   SOLE   3,613,077 0 164,399
Cal-Maine Foods, Inc. COM 128030202 82,792 2,072,124 SH   SOLE   1,995,584 0 76,540
Carter's, Inc. COM 146229109 43,619 478,225 SH   SOLE   455,303 0 22,922
Century Communities, Inc. COM 156504300 5,006 163,446 SH   SOLE   161,958 0 1,488
Charles Schwab Corp. COM 808513105 144,183 3,446,873 SH   SOLE   2,968,792 0 478,081
Charter Communications, Inc. ( COM 16119P108 212,652 515,995 SH   SOLE   443,004 0 72,991
Check Point Software Technolog COM M22465104 10,238 93,494 SH   SOLE   93,494 0 0
Chevron Corp. COM 166764100 166,145 1,400,887 SH   SOLE   1,214,097 0 186,790
Cimarex Energy Co. COM 171798101 299,427 6,245,873 SH   SOLE   5,817,430 0 428,442
Citigroup, Inc. COM 172967424 673,329 9,747,090 SH   SOLE   8,705,602 0 1,041,488
Cognizant Technology Solutions COM 192446102 77,709 1,289,449 SH   SOLE   1,289,449 0 0
Colfax Corp. COM 194014106 84,098 2,893,931 SH   SOLE   2,771,168 0 122,763
Comcast Corp. (Cl A) COM 20030N101 281,588 6,246,399 SH   SOLE   5,584,015 0 662,384
Constellation Brands, Inc. (Cl COM 21036P108 59,339 286,274 SH   SOLE   286,274 0 0
Copa Holdings, S.A. (Cl A) COM P31076105 19,708 199,572 SH   SOLE   198,044 0 1,528
CubeSmart COM 229663109 114,977 3,294,472 SH   SOLE   3,135,937 0 158,535
CVS Health Corp. COM 126650100 23,754 376,629 SH   SOLE   376,629 0 0
Deere & Co. COM 244199105 4,072 24,139 SH   SOLE   24,139 0 0
Devon Energy Corp. COM 25179M103 128,720 5,349,949 SH   SOLE   4,702,343 0 647,606
Discover Financial Services COM 254709108 299,239 3,690,207 SH   SOLE   3,281,980 0 408,227
Eastman Chemical Co. COM 277432100 101,168 1,370,285 SH   SOLE   1,198,168 0 172,117
Endo International PLC COM G30401106 3,953 1,231,523 SH   SOLE   1,231,523 0 0
Enstar Group Ltd. COM G3075P101 50,773 267,339 SH   SOLE   258,648 0 8,691
Facebook, Inc. (Cl A) COM 30303M102 320,975 1,802,422 SH   SOLE   1,622,447 0 179,975
Fastenal Co. COM 311900104 2,583 79,066 SH   SOLE   79,066 0 0
Fiat Chrysler Automobiles N.V. COM N31738102 784 60,556 SH   SOLE   60,556 0 0
Fidelity National Information COM 31620M106 244,417 1,841,042 SH   SOLE   1,635,206 0 205,836
First Horizon National Corp. COM 320517105 15,913 982,274 SH   SOLE   923,244 0 59,030
First of Long Island Corp. COM 320734106 9,697 426,239 SH   SOLE   356,991 0 69,248
First Republic Bank COM 33616C100 274,135 2,834,906 SH   SOLE   2,557,969 0 276,937
Fiserv, Inc. COM 337738108 689 6,655 SH   SOLE   6,655 0 0
Flowers Foods, Inc. COM 343498101 70,814 3,061,572 SH   SOLE   2,909,055 0 152,517
Franklin Resources, Inc. COM 354613101 4,411 152,831 SH   SOLE   152,831 0 0
General Motors Co. COM 37045V100 226,694 6,048,400 SH   SOLE   5,215,462 0 832,938
Gilead Sciences, Inc. COM 375558103 130,913 2,065,523 SH   SOLE   1,852,108 0 213,415
GlaxoSmithKline PLC ADR COM 37733W105 18,285 428,412 SH   SOLE   425,867 0 2,545
Green Brick Partners, Inc. COM 392709101 10,289 961,596 SH   SOLE   834,102 0 127,494
Hanesbrands, Inc. COM 410345102 237,154 15,480,013 SH   SOLE   14,033,523 0 1,446,491
Hartford Financial Services Gr COM 416515104 262,746 4,335,030 SH   SOLE   3,864,781 0 470,249
Honeywell International, Inc. COM 438516106 144,027 851,222 SH   SOLE   736,121 0 115,100
Hub Group, Inc. (Cl A) COM 443320106 139,808 3,006,621 SH   SOLE   2,888,033 0 118,588
Humana, Inc. COM 444859102 189,084 739,564 SH   SOLE   665,708 0 73,856
Hyster-Yale Materials Handling COM 449172105 8,146 148,845 SH   SOLE   147,598 0 1,247
Integer Holdings Corp. COM 45826H109 3,831 50,705 SH   SOLE   50,295 0 410
Ironwood Pharmaceuticals, Inc. COM 46333X108 176 20,512 SH   SOLE   20,512 0 0
iStar, Inc. COM 45031U101 47,174 3,614,849 SH   SOLE   3,413,664 0 201,185
Johnson Controls International COM G51502105 105,474 2,403,140 SH   SOLE   2,400,558 0 2,582
Jones Lang LaSalle, Inc. COM 48020Q107 35,932 258,394 SH   SOLE   245,944 0 12,450
JPMorgan Chase & Co. COM 46625H100 259,192 2,202,332 SH   SOLE   1,944,760 0 257,572
Juniper Networks, Inc. COM 48203R104 42,128 1,702,160 SH   SOLE   1,609,662 0 92,498
Kelly Services, Inc. (Cl A) COM 488152208 5,051 208,548 SH   SOLE   206,863 0 1,685
Kimberly-Clark Corp. COM 494368103 231,930 1,632,736 SH   SOLE   1,423,087 0 209,649
Kirby Corp. COM 497266106 203,322 2,474,703 SH   SOLE   2,401,675 0 73,028
KKR & Co., Inc. (Cl A) COM 48251W104 241,135 8,980,808 SH   SOLE   7,830,025 0 1,150,783
Liberty Media Corp. Series C L COM 531229854 103,301 2,483,804 SH   SOLE   2,363,842 0 119,962
Linde PLC COM G5494J103 181,866 938,808 SH   SOLE   795,902 0 142,906
Live Nation Entertainment, Inc COM 538034109 40,406 609,071 SH   SOLE   604,375 0 4,696
Loews Corp. COM 540424108 148,146 2,877,748 SH   SOLE   2,568,273 0 309,475
Marsh & McLennan Cos., Inc. COM 571748102 124,014 1,239,524 SH   SOLE   1,065,807 0 173,718
McDonald's Corp. COM 580135101 496 2,310 SH   SOLE   2,310 0 0
McKesson Corp. COM 58155Q103 475 3,475 SH   SOLE   3,475 0 0
Medtronic PLC COM G5960L103 408,532 3,761,110 SH   SOLE   3,358,989 0 402,121
MetLife, Inc. COM 59156R108 471,219 9,991,921 SH   SOLE   8,992,002 0 999,919
Microsoft Corp. COM 594918104 361,188 2,597,916 SH   SOLE   2,317,502 0 280,414
Mid-America Apartment Communit COM 59522J103 56,494 434,533 SH   SOLE   409,774 0 24,759
Molson Coors Brewing Co. (Cl B COM 60871R209 68,137 1,184,991 SH   SOLE   1,078,552 0 106,439
Morgan Stanley COM 617446448 248,556 5,825,065 SH   SOLE   5,177,330 0 647,735
Mr. Cooper Group, Inc. COM 62482R107 90,291 8,502,014 SH   SOLE   8,235,906 0 266,108
Natus Medical, Inc. COM 639050103 11,669 366,476 SH   SOLE   363,457 0 3,019
Noah Holdings Ltd. ADR (Cl A) COM 65487X102 304 10,418 SH   SOLE   10,418 0 0
Noble Energy, Inc. COM 655044105 5,825 259,370 SH   SOLE   259,370 0 0
Novartis AG ADR COM 66987V109 219 2,521 SH   SOLE   2,521 0 0
NVR, Inc. COM 62944T105 357,639 96,208 SH   SOLE   85,078 0 11,130
O'Reilly Automotive, Inc. COM 67103H107 151,033 378,993 SH   SOLE   325,643 0 53,350
Option Care Health, Inc. COM 68404L102 1,530 478,216 SH   SOLE   478,216 0 0
Parker-Hannifin Corp. COM 701094104 289,934 1,605,306 SH   SOLE   1,434,942 0 170,364
PepsiCo, Inc. COM 713448108 276,333 2,015,559 SH   SOLE   1,742,111 0 273,448
Perrigo Co. PLC COM G97822103 44,498 796,176 SH   SOLE   796,176 0 0
Pfizer, Inc. COM 717081103 296,376 8,248,702 SH   SOLE   7,419,835 0 828,867
Philip Morris International, I COM 718172109 331,250 4,362,567 SH   SOLE   3,818,096 0 544,471
Popular, Inc. COM 733174700 22,505 416,147 SH   SOLE   395,244 0 20,903
Post Holdings, Inc. COM 737446104 124,308 1,174,489 SH   SOLE   1,117,129 0 57,360
ProAssurance Corp. COM 74267C106 40,712 1,010,967 SH   SOLE   965,953 0 45,014
Procter & Gamble Co. COM 742718109 281,212 2,260,908 SH   SOLE   1,947,550 0 313,357
Public Storage COM 74460D109 266 1,086 SH   SOLE   1,086 0 0
Red Rock Resorts, Inc. (Cl A) COM 75700L108 147,892 7,283,512 SH   SOLE   7,014,726 0 268,786
Reinsurance Group of America, COM 759351604 71,112 444,783 SH   SOLE   419,887 0 24,896
RenaissanceRe Holdings Ltd. COM G7496G103 71,787 371,089 SH   SOLE   353,021 0 18,068
RPM International, Inc. COM 749685103 79,190 1,150,853 SH   SOLE   1,123,665 0 27,188
Sanmina-SCI Corp. COM 801056102 89,647 2,791,872 SH   SOLE   2,671,168 0 120,704
Seaboard Corp. COM 811543107 897 205 SH   SOLE   205 0 0
Sensata Technologies Holding P COM G8060N102 142,153 2,839,659 SH   SOLE   2,760,071 0 79,588
Sherwin-Williams Co. COM 824348106 11,098 20,183 SH   SOLE   20,021 0 162
South Jersey Industries, Inc. COM 838518108 36,618 1,112,682 SH   SOLE   1,066,823 0 45,859
SPX Flow, Inc. COM 78469X107 43,408 1,100,043 SH   SOLE   1,049,989 0 50,054
Starbucks Corp. COM 855244109 340 3,850 SH   SOLE   3,850 0 0
Stericycle, Inc. COM 858912108 69,830 1,371,099 SH   SOLE   1,307,308 0 63,791
Sterling Bancorp COM 85917A100 107,632 5,365,507 SH   SOLE   5,128,136 0 237,371
SVB Financial Group COM 78486Q101 86,708 414,968 SH   SOLE   401,503 0 13,465
Tanger Factory Outlet Centers, COM 875465106 5,364 346,529 SH   SOLE   343,530 0 2,999
TE Connectivity Ltd. COM H84989104 541 5,806 SH   SOLE   5,806 0 0
TEGNA, Inc. COM 87901J105 35,578 2,290,934 SH   SOLE   2,009,436 0 281,497
Teva Pharmaceutical Industries COM 881624209 2,139 310,849 SH   SOLE   310,849 0 0
Texas Instruments, Inc. COM 882508104 262,648 2,032,246 SH   SOLE   1,805,646 0 226,601
Thermo Fisher Scientific, Inc. COM 883556102 211,116 724,811 SH   SOLE   628,832 0 95,979
TJX Cos., Inc. COM 872540109 380,333 6,823,337 SH   SOLE   5,962,549 0 860,788
Toro Co. COM 891092108 10,906 148,780 SH   SOLE   147,557 0 1,223
TriMas Corp. COM 896215209 7,669 250,216 SH   SOLE   248,216 0 2,000
Trinity Industries, Inc. COM 896522109 10,974 557,604 SH   SOLE   553,109 0 4,495
UGI Corp. COM 902681105 103,782 2,064,486 SH   SOLE   1,954,087 0 110,399
United Airlines Holdings, Inc. COM 910047109 306,037 3,461,565 SH   SOLE   3,216,024 0 245,541
United Technologies Corp. COM 913017109 379,856 2,782,417 SH   SOLE   2,459,746 0 322,671
Vail Resorts, Inc. COM 91879Q109 107,690 473,240 SH   SOLE   459,620 0 13,620
W R Grace & Co COM 38388F108 40,366 604,650 SH   SOLE   604,009 0 641
Walt Disney Co. COM 254687106 382,934 2,938,413 SH   SOLE   2,601,021 0 337,393
Welbilt, Inc. COM 949090104 233 13,800 SH   SOLE   13,800 0 0
Wellcare Health Plans COM 94946T106 359 1,385 SH   SOLE   1,385 0 0
Wells Fargo & Co. COM 949746101 27,589 546,972 SH   SOLE   546,972 0 0
WESCO International, Inc. COM 95082P105 62,432 1,306,927 SH   SOLE   1,239,085 0 67,842
Willis Towers Watson PLC COM G96629103 110,850 574,440 SH   SOLE   541,383 0 33,057
WNS (Holdings) Ltd. ADR COM 92932M101 11,073 188,478 SH   SOLE   187,058 0 1,420
Wolverine World Wide, Inc. COM 978097103 10,631 376,183 SH   SOLE   356,116 0 20,067
WPX Energy, Inc. COM 98212B103 39,129 3,694,871 SH   SOLE   3,503,919 0 190,952
Zynga, Inc. (Cl A) COM 98986T108 352 60,496 SH   SOLE   60,496 0 0