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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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 7,021 122,933 SH   SOLE   122,933 0 0
Abbott Laboratories COM 002824100 554,442 6,383,171 SH   SOLE   5,557,231 0 825,940
Acorda Therapeutics, Inc. COM 00484M106 134 65,638 SH   SOLE   65,638 0 0
Advance Auto Parts, Inc. COM 00751Y106 50,249 313,743 SH   SOLE   313,743 0 0
Aircastle Ltd. COM G0129K104 48,206 1,505,980 SH   SOLE   1,408,007 0 97,973
Alaska Air Group, Inc. COM 011659109 139,554 2,059,834 SH   SOLE   2,002,462 0 57,372
Allegiant Travel Co. COM 01748X102 87,510 502,818 SH   SOLE   476,473 0 26,345
Allergan PLC COM G0177J108 118,625 620,523 SH   SOLE   620,060 0 463
Alphabet, Inc. (Cl A) COM 02079K305 570,944 426,272 SH   SOLE   382,719 0 43,553
Alphabet, Inc. (Cl C) COM 02079K107 1,419 1,061 SH   SOLE   1,061 0 0
American Campus Communities, I COM 024835100 92,994 1,977,339 SH   SOLE   1,871,826 0 105,513
American Homes 4 Rent (Cl A) COM 02665T306 206 7,867 SH   SOLE   7,867 0 0
American International Group, COM 026874784 448,993 8,747,194 SH   SOLE   7,893,751 0 853,443
Analog Devices, Inc. COM 032654105 524 4,409 SH   SOLE   4,409 0 0
Archer-Daniels-Midland Co. COM 039483102 191,799 4,138,057 SH   SOLE   3,738,918 0 399,140
Arcosa, Inc. COM 039653100 5,534 124,221 SH   SOLE   123,717 0 504
Ashland Global Holdings, Inc. COM 044186104 137,964 1,802,740 SH   SOLE   1,754,572 0 48,168
Assured Guaranty Ltd. COM G0585R106 4,963 101,248 SH   SOLE   100,418 0 830
Avnet, Inc. COM 053807103 38,837 915,114 SH   SOLE   865,437 0 49,677
Axalta Coating Systems Ltd. COM G0750C108 231,854 7,626,760 SH   SOLE   6,997,788 0 628,972
B&G Foods, Inc. COM 05508R106 28,300 1,578,336 SH   SOLE   1,500,287 0 78,049
Baidu, Inc. ADR (Cl A) COM 056752108 1,372 10,852 SH   SOLE   10,852 0 0
Bank of New York Mellon Corp. COM 064058100 840 16,685 SH   SOLE   16,685 0 0
Bank OZK COM 06417N103 163,748 5,367,892 SH   SOLE   5,240,876 0 127,016
BankUnited, Inc. COM 06652K103 125,837 3,441,918 SH   SOLE   3,307,161 0 134,757
Berkshire Hathaway, Inc. (Cl B COM 084670702 526,563 2,324,783 SH   SOLE   2,079,904 0 244,879
BOK Financial Corp. COM 05561Q201 56,344 644,673 SH   SOLE   614,735 0 29,938
Booking Holdings, Inc. COM 09857L108 275,496 134,144 SH   SOLE   120,367 0 13,777
BorgWarner, Inc. COM 099724106 481,199 11,092,638 SH   SOLE   10,056,445 0 1,036,192
Boston Scientific Corp. COM 101137107 84,069 1,859,119 SH   SOLE   1,759,223 0 99,896
Brighthouse Financial, Inc. COM 10922N103 35,511 905,196 SH   SOLE   855,628 0 49,568
Broadridge Financial Solutions COM 11133T103 33,416 270,487 SH   SOLE   261,997 0 8,490
Brown & Brown, Inc. COM 115236101 43,834 1,110,275 SH   SOLE   1,055,801 0 54,474
Cadence Bancorporation (Cl A) COM 12739A100 54,239 2,991,644 SH   SOLE   2,851,790 0 139,854
Cal-Maine Foods, Inc. COM 128030202 87,391 2,044,230 SH   SOLE   1,967,257 0 76,973
Carter's, Inc. COM 146229109 51,672 472,581 SH   SOLE   449,659 0 22,922
Century Communities, Inc. COM 156504300 4,564 166,884 SH   SOLE   165,396 0 1,488
Charles Schwab Corp. COM 808513105 263,536 5,541,132 SH   SOLE   4,922,399 0 618,733
Charter Communications, Inc. ( COM 16119P108 242,146 499,188 SH   SOLE   427,688 0 71,500
Check Point Software Technolog COM M22465104 9,401 84,724 SH   SOLE   84,724 0 0
Chevron Corp. COM 166764100 313,291 2,599,708 SH   SOLE   2,251,106 0 348,602
Cimarex Energy Co. COM 171798101 272,848 5,198,099 SH   SOLE   4,793,549 0 404,550
Citigroup, Inc. COM 172967424 725,358 9,079,457 SH   SOLE   8,135,138 0 944,319
Cognizant Technology Solutions COM 192446102 93,390 1,505,806 SH   SOLE   1,504,861 0 945
Colfax Corp. COM 194014106 105,483 2,899,467 SH   SOLE   2,781,638 0 117,829
Comcast Corp. (Cl A) COM 20030N101 282,880 6,290,424 SH   SOLE   5,629,744 0 660,681
Constellation Brands, Inc. (Cl COM 21036P108 56,396 297,214 SH   SOLE   297,214 0 0
Copa Holdings, S.A. (Cl A) COM P31076105 18,515 171,306 SH   SOLE   170,641 0 665
CubeSmart COM 229663109 106,333 3,377,802 SH   SOLE   3,217,934 0 159,868
CVS Health Corp. COM 126650100 27,980 376,629 SH   SOLE   376,629 0 0
Deere & Co. COM 244199105 2,705 15,614 SH   SOLE   15,614 0 0
Devon Energy Corp. COM 25179M103 30,369 1,169,372 SH   SOLE   1,124,490 0 44,882
Discover Financial Services COM 254709108 276,896 3,264,507 SH   SOLE   2,894,206 0 370,301
Eastman Chemical Co. COM 277432100 114,091 1,439,452 SH   SOLE   1,267,202 0 172,250
Endo International PLC COM G30401106 734 156,560 SH   SOLE   156,560 0 0
Enstar Group Ltd. COM G3075P101 53,610 259,162 SH   SOLE   250,787 0 8,375
Facebook, Inc. (Cl A) COM 30303M102 360,852 1,758,110 SH   SOLE   1,579,515 0 178,595
Fastenal Co. COM 311900104 259 7,000 SH   SOLE   7,000 0 0
Fidelity National Information COM 31620M106 258,243 1,856,659 SH   SOLE   1,651,396 0 205,263
First Horizon National Corp. COM 320517105 16,143 974,803 SH   SOLE   915,773 0 59,030
First of Long Island Corp. COM 320734106 10,862 433,113 SH   SOLE   363,865 0 69,248
First Republic Bank COM 33616C100 317,049 2,699,442 SH   SOLE   2,424,625 0 274,817
Fiserv, Inc. COM 337738108 770 6,655 SH   SOLE   6,655 0 0
Flowers Foods, Inc. COM 343498101 65,969 3,034,457 SH   SOLE   2,888,042 0 146,415
Fox Corp. (Cl B) COM 35137L204 213 5,856 SH   SOLE   5,856 0 0
Franklin Resources, Inc. COM 354613101 4,350 167,422 SH   SOLE   167,422 0 0
General Motors Co. COM 37045V100 224,387 6,130,795 SH   SOLE   5,292,891 0 837,904
Gilead Sciences, Inc. COM 375558103 142,200 2,188,359 SH   SOLE   1,952,008 0 236,352
GlaxoSmithKline PLC ADR COM 37733W105 13,569 288,756 SH   SOLE   287,418 0 1,338
Green Brick Partners, Inc. COM 392709101 11,272 981,881 SH   SOLE   853,913 0 127,968
Hanesbrands, Inc. COM 410345102 224,293 15,103,907 SH   SOLE   13,654,816 0 1,449,092
Hartford Financial Services Gr COM 416515104 261,842 4,308,734 SH   SOLE   3,841,243 0 467,492
Honeywell International, Inc. COM 438516106 153,616 867,889 SH   SOLE   752,912 0 114,976
Hub Group, Inc. (Cl A) COM 443320106 142,074 2,770,014 SH   SOLE   2,657,355 0 112,659
Humana, Inc. COM 444859102 275,158 750,732 SH   SOLE   676,950 0 73,782
Hyster-Yale Materials Handling COM 449172105 8,560 145,186 SH   SOLE   143,939 0 1,247
Integer Holdings Corp. COM 45826H109 4,158 51,698 SH   SOLE   51,288 0 410
Ironwood Pharmaceuticals, Inc. COM 46333X108 273 20,512 SH   SOLE   20,512 0 0
iShares Russell 1000 Value ETF COM 464287598 4,968 36,403 SH   SOLE   36,403 0 0
iStar, Inc. COM 45031U101 50,457 3,477,396 SH   SOLE   3,286,808 0 190,588
Johnson Controls International COM G51502105 103,083 2,532,128 SH   SOLE   2,530,852 0 1,276
Jones Lang LaSalle, Inc. COM 48020Q107 44,800 257,339 SH   SOLE   245,661 0 11,678
JPMorgan Chase & Co. COM 46625H100 216,056 1,549,902 SH   SOLE   1,368,096 0 181,806
Juniper Networks, Inc. COM 48203R104 40,893 1,660,285 SH   SOLE   1,567,787 0 92,498
Kelly Services, Inc. (Cl A) COM 488152208 4,799 212,519 SH   SOLE   210,834 0 1,685
Kimberly-Clark Corp. COM 494368103 225,057 1,636,180 SH   SOLE   1,426,890 0 209,289
Kirby Corp. COM 497266106 217,335 2,427,513 SH   SOLE   2,356,866 0 70,647
KKR & Co., Inc. (Cl A) COM 48251W104 292,647 10,032,479 SH   SOLE   8,890,533 0 1,141,946
Liberty Media Corp. Series C L COM 531229854 100,153 2,178,899 SH   SOLE   2,070,909 0 107,990
Linde PLC COM G5494J103 197,648 928,360 SH   SOLE   785,866 0 142,494
Live Nation Entertainment, Inc COM 538034109 44,352 620,563 SH   SOLE   615,867 0 4,696
Live Oak Bancshares, Inc. COM 53803X105 4,490 236,202 SH   SOLE   234,349 0 1,853
Loews Corp. COM 540424108 141,455 2,694,901 SH   SOLE   2,385,741 0 309,160
Marsh & McLennan Cos., Inc. COM 571748102 136,910 1,228,888 SH   SOLE   1,055,347 0 173,542
McDonald's Corp. COM 580135101 456 2,310 SH   SOLE   2,310 0 0
McKesson Corp. COM 58155Q103 757 5,475 SH   SOLE   5,475 0 0
Medtronic PLC COM G5960L103 414,945 3,657,518 SH   SOLE   3,259,820 0 397,698
MetLife, Inc. COM 59156R108 498,143 9,773,251 SH   SOLE   8,781,154 0 992,097
Microsoft Corp. COM 594918104 403,477 2,558,507 SH   SOLE   2,279,065 0 279,442
Mid-America Apartment Communit COM 59522J103 47,519 360,372 SH   SOLE   340,840 0 19,532
Molson Coors Beverage Co (Cl B COM 60871R209 34,082 632,314 SH   SOLE   604,211 0 28,103
Morgan Stanley COM 617446448 272,308 5,326,838 SH   SOLE   4,684,007 0 642,830
Mr. Cooper Group, Inc. COM 62482R107 83,858 6,703,274 SH   SOLE   6,487,138 0 216,136
Natus Medical, Inc. COM 639050103 12,315 373,295 SH   SOLE   370,276 0 3,019
Noah Holdings Ltd. ADR (Cl A) COM 65487X102 210 5,942 SH   SOLE   5,942 0 0
Noble Energy, Inc. COM 655044105 7,235 291,266 SH   SOLE   291,266 0 0
Novartis AG ADR COM 66987V109 284 3,001 SH   SOLE   3,001 0 0
NVR, Inc. COM 62944T105 364,351 95,670 SH   SOLE   84,574 0 11,096
O'Reilly Automotive, Inc. COM 67103H107 164,408 375,139 SH   SOLE   321,952 0 53,187
Parker-Hannifin Corp. COM 701094104 327,426 1,590,837 SH   SOLE   1,424,612 0 166,226
PepsiCo, Inc. COM 713448108 294,563 2,155,289 SH   SOLE   1,882,343 0 272,946
Perrigo Co. PLC COM G97822103 57,057 1,104,474 SH   SOLE   1,104,474 0 0
Pfizer, Inc. COM 717081103 318,552 8,130,470 SH   SOLE   7,302,572 0 827,898
Philip Morris International, I COM 718172109 366,464 4,306,785 SH   SOLE   3,763,994 0 542,791
Popular, Inc. COM 733174700 17,813 303,196 SH   SOLE   283,742 0 19,454
Post Holdings, Inc. COM 737446104 128,491 1,177,732 SH   SOLE   1,121,255 0 56,477
ProAssurance Corp. COM 74267C106 36,631 1,013,587 SH   SOLE   970,834 0 42,753
Procter & Gamble Co. COM 742718109 276,395 2,212,932 SH   SOLE   1,902,619 0 310,313
Public Storage COM 74460D109 231 1,086 SH   SOLE   1,086 0 0
Red Rock Resorts, Inc. (Cl A) COM 75700L108 164,398 6,864,207 SH   SOLE   6,608,090 0 256,117
Reinsurance Group of America, COM 759351604 70,960 435,178 SH   SOLE   411,150 0 24,028
RenaissanceRe Holdings Ltd. COM G7496G103 69,726 355,708 SH   SOLE   338,756 0 16,952
RPM International, Inc. COM 749685103 80,611 1,050,170 SH   SOLE   1,024,016 0 26,154
Sanmina-SCI Corp. COM 801056102 73,108 2,135,155 SH   SOLE   2,034,607 0 100,548
Seaboard Corp. COM 811543107 1,020 240 SH   SOLE   240 0 0
Sensata Technologies Holding P COM G8060N102 130,573 2,423,859 SH   SOLE   2,348,027 0 75,832
Sherwin-Williams Co. COM 824348106 10,001 17,139 SH   SOLE   17,072 0 67
South Jersey Industries, Inc. COM 838518108 60,599 1,837,457 SH   SOLE   1,752,078 0 85,379
SPDR S&P Oil & Gas Exploration COM 78464A730 994 41,960 SH   SOLE   41,960 0 0
SPX Flow, Inc. COM 78469X107 52,352 1,071,253 SH   SOLE   1,023,254 0 47,999
Starbucks Corp. COM 855244109 338 3,850 SH   SOLE   3,850 0 0
Stericycle, Inc. COM 858912108 67,159 1,052,489 SH   SOLE   1,003,503 0 48,986
Sterling Bancorp COM 85917A100 116,260 5,515,190 SH   SOLE   5,275,425 0 239,765
SVB Financial Group COM 78486Q101 107,436 427,965 SH   SOLE   415,067 0 12,898
Tanger Factory Outlet Centers, COM 875465106 4,459 302,698 SH   SOLE   299,699 0 2,999
TE Connectivity Ltd. COM H84989104 556 5,806 SH   SOLE   5,806 0 0
Texas Instruments, Inc. COM 882508104 259,618 2,023,681 SH   SOLE   1,797,358 0 226,323
Thermo Fisher Scientific, Inc. COM 883556102 233,235 717,933 SH   SOLE   622,061 0 95,872
TJX Cos., Inc. COM 872540109 411,171 6,733,884 SH   SOLE   5,880,956 0 852,927
Toro Co. COM 891092108 12,098 151,856 SH   SOLE   150,633 0 1,223
TriMas Corp. COM 896215209 8,015 255,178 SH   SOLE   253,178 0 2,000
Trinity Industries, Inc. COM 896522109 12,587 568,243 SH   SOLE   563,748 0 4,495
UGI Corp. COM 902681105 96,244 2,131,183 SH   SOLE   2,019,086 0 112,097
United Airlines Holdings, Inc. COM 910047109 311,302 3,533,908 SH   SOLE   3,289,892 0 244,016
United Technologies Corp. COM 913017109 404,901 2,703,666 SH   SOLE   2,381,938 0 321,727
Vail Resorts, Inc. COM 91879Q109 114,639 478,001 SH   SOLE   464,643 0 13,358
W R Grace & Co COM 38388F108 93,761 1,342,314 SH   SOLE   1,310,470 0 31,844
Walt Disney Co. COM 254687106 430,823 2,978,793 SH   SOLE   2,642,040 0 336,754
Welbilt, Inc. COM 949090104 215 13,800 SH   SOLE   13,800 0 0
WellCare Health Plans, Inc. COM 94946T106 755 2,285 SH   SOLE   2,285 0 0
Wells Fargo & Co. COM 949746101 17,699 328,982 SH   SOLE   328,982 0 0
WESCO International, Inc. COM 95082P105 78,740 1,325,814 SH   SOLE   1,257,905 0 67,909
Willis Towers Watson PLC COM G96629103 115,472 571,811 SH   SOLE   539,276 0 32,535
WNS (Holdings) Ltd. ADR COM 92932M101 12,776 193,137 SH   SOLE   191,717 0 1,420
Wolverine World Wide, Inc. COM 978097103 12,770 378,486 SH   SOLE   358,419 0 20,067
WPX Energy, Inc. COM 98212B103 51,336 3,736,238 SH   SOLE   3,544,345 0 191,893
Zynga, Inc. (Cl A) COM 98986T108 370 60,496 SH   SOLE   60,496 0 0