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 43,038 947,967 SH   SOLE   906,482 0 41,485
Abbott Laboratories COM 002824100 579,244 6,335,377 SH   SOLE   5,445,284 0 890,094
AbbVie, Inc. COM 00287Y109 10,907 111,092 SH   SOLE   111,092 0 0
Advance Auto Parts, Inc. COM 00751Y106 55,070 386,595 SH   SOLE   374,760 0 11,835
Alaska Air Group, Inc. COM 011659109 75,580 2,084,388 SH   SOLE   2,015,791 0 68,597
Allegiant Travel Co. COM 01748X102 49,915 457,059 SH   SOLE   431,768 0 25,291
Alphabet, Inc. (Cl A) COM 02079K305 402,461 283,813 SH   SOLE   250,092 0 33,721
Alphabet, Inc. (Cl C) COM 02079K107 837 592 SH   SOLE   592 0 0
American Campus Communities, I COM 024835100 42,972 1,229,189 SH   SOLE   1,171,996 0 57,193
American International Group, COM 026874784 513,002 16,452,929 SH   SOLE   14,568,450 0 1,884,479
Archer-Daniels-Midland Co. COM 039483102 220,339 5,522,278 SH   SOLE   4,925,416 0 596,862
Ashland Global Holdings, Inc. COM 044186104 124,546 1,802,404 SH   SOLE   1,749,994 0 52,410
Astronics Corp. COM 046433108 422 40,000 SH   SOLE   40,000 0 0
Avnet, Inc. COM 053807103 20,691 742,019 SH   SOLE   704,935 0 37,084
Axalta Coating Systems Ltd. COM G0750C108 54,544 2,418,819 SH   SOLE   2,332,511 0 86,308
B&G Foods, Inc. COM 05508R106 8,857 363,283 SH   SOLE   338,142 0 25,141
Bank of New York Mellon Corp. COM 064058100 343 8,882 SH   SOLE   8,882 0 0
Bank OZK COM 06417N103 119,592 5,095,527 SH   SOLE   4,993,495 0 102,032
BankUnited, Inc. COM 06652K103 72,077 3,559,363 SH   SOLE   3,429,602 0 129,761
Berkshire Hathaway, Inc. (Cl B COM 084670702 479,564 2,686,482 SH   SOLE   2,365,037 0 321,445
BOK Financial Corp. COM 05561Q201 69,012 1,222,755 SH   SOLE   1,167,637 0 55,118
Booking Holdings, Inc. COM 09857L108 279,164 175,317 SH   SOLE   151,572 0 23,745
BorgWarner, Inc. COM 099724106 375,948 10,650,071 SH   SOLE   9,540,817 0 1,109,254
Boston Scientific Corp. COM 101137107 58,352 1,661,966 SH   SOLE   1,582,426 0 79,540
Brighthouse Financial, Inc. COM 10922N103 30,647 1,101,622 SH   SOLE   1,044,063 0 57,559
Broadridge Financial Solutions COM 11133T103 24,216 191,898 SH   SOLE   184,348 0 7,550
Brown & Brown, Inc. COM 115236101 24,741 606,991 SH   SOLE   576,950 0 30,041
Cadence Bancorporation (Cl A) COM 12739A100 18,456 2,083,101 SH   SOLE   1,986,967 0 96,134
Cal-Maine Foods, Inc. COM 128030202 88,231 1,983,616 SH   SOLE   1,905,391 0 78,225
Carrier Global Corp. COM 14448C104 160,797 7,236,571 SH   SOLE   6,163,358 0 1,073,213
Carter's, Inc. COM 146229109 34,829 431,588 SH   SOLE   412,003 0 19,585
Charles Schwab Corp. COM 808513105 315,216 9,342,507 SH   SOLE   8,243,186 0 1,099,321
Charter Communications, Inc. ( COM 16119P108 221,449 434,179 SH   SOLE   370,245 0 63,934
Check Point Software Technolog COM M22465104 21,130 196,686 SH   SOLE   196,686 0 0
Chevron Corp. COM 166764100 310,158 3,475,943 SH   SOLE   2,999,436 0 476,507
Cimarex Energy Co. COM 171798101 59,820 2,176,068 SH   SOLE   2,113,596 0 62,472
Cimpress N.V. COM G2143T103 5,963 78,114 SH   SOLE   77,687 0 427
Citigroup, Inc. COM 172967424 479,634 9,386,183 SH   SOLE   8,211,791 0 1,174,392
Cognizant Technology Solutions COM 192446102 225,759 3,973,226 SH   SOLE   3,559,339 0 413,887
Colfax Corp. COM 194014106 105,644 3,786,517 SH   SOLE   3,640,297 0 146,220
Comcast Corp. (Cl A) COM 20030N101 232,823 5,972,883 SH   SOLE   5,245,759 0 727,124
Constellation Brands, Inc. (Cl COM 21036P108 32,113 183,554 SH   SOLE   183,554 0 0
Copa Holdings, S.A. (Cl A) COM P31076105 5,592 110,597 SH   SOLE   110,088 0 509
CubeSmart COM 229663109 113,981 4,223,094 SH   SOLE   4,041,837 0 181,257
CVS Health Corp. COM 126650100 31,658 487,264 SH   SOLE   487,264 0 0
Discover Financial Services COM 254709108 9,736 194,371 SH   SOLE   194,371 0 0
Douglas Emmett, Inc. COM 25960P109 47,669 1,554,775 SH   SOLE   1,477,628 0 77,147
Enstar Group Ltd. COM G3075P101 41,232 269,895 SH   SOLE   260,902 0 8,993
Facebook, Inc. (Cl A) COM 30303M102 330,492 1,455,461 SH   SOLE   1,265,573 0 189,888
Fastenal Co. COM 311900104 308 7,200 SH   SOLE   7,200 0 0
Fidelity National Information COM 31620M106 238,996 1,782,355 SH   SOLE   1,561,799 0 220,556
First of Long Island Corp. COM 320734106 4,808 294,246 SH   SOLE   236,031 0 58,215
First Republic Bank COM 33616C100 290,079 2,736,852 SH   SOLE   2,430,267 0 306,585
Fiserv, Inc. COM 337738108 482 4,938 SH   SOLE   4,938 0 0
Flowers Foods, Inc. COM 343498101 49,551 2,216,063 SH   SOLE   2,108,464 0 107,599
Franklin Resources, Inc. COM 354613101 4,334 206,675 SH   SOLE   206,675 0 0
General Motors Co. COM 37045V100 192,890 7,624,094 SH   SOLE   6,522,802 0 1,101,291
Gilead Sciences, Inc. COM 375558103 176,001 2,287,513 SH   SOLE   1,947,371 0 340,142
GlaxoSmithKline PLC ADR ADR 37733W105 7,382 180,966 SH   SOLE   179,900 0 1,066
Green Brick Partners, Inc. COM 392709101 10,009 844,681 SH   SOLE   723,981 0 120,700
Hanesbrands, Inc. COM 410345102 227,148 20,119,439 SH   SOLE   18,291,090 0 1,828,349
Hartford Financial Services Gr COM 416515104 183,648 4,763,879 SH   SOLE   4,172,738 0 591,142
HDFC Bank Ltd. ADR ADS 40415F101 326 7,166 SH   SOLE   7,166 0 0
Honeywell International, Inc. COM 438516106 164,974 1,140,977 SH   SOLE   982,457 0 158,519
Hub Group, Inc. (Cl A) COM 443320106 78,297 1,635,960 SH   SOLE   1,552,418 0 83,542
Humana, Inc. COM 444859102 274,434 707,761 SH   SOLE   624,787 0 82,974
Hyster-Yale Materials Handling COM 449172105 3,780 97,784 SH   SOLE   97,784 0 0
IAA, Inc. COM 449253103 300 7,785 SH   SOLE   7,785 0 0
Integer Holdings Corp. COM 45826H109 2,624 35,919 SH   SOLE   35,919 0 0
iShares Russell 1000 Value ETF COM 464287598 3,279 29,120 SH   SOLE   29,120 0 0
iStar, Inc. COM 45031U101 13,455 1,092,146 SH   SOLE   1,016,922 0 75,224
JBG SMITH Properties COM 46590V100 3,915 132,383 SH   SOLE   132,383 0 0
Johnson Controls International COM G51502105 72,794 2,132,218 SH   SOLE   2,130,717 0 1,501
Jones Lang LaSalle, Inc. COM 48020Q107 25,667 248,083 SH   SOLE   236,816 0 11,267
JPMorgan Chase & Co. COM 46625H100 153,274 1,629,539 SH   SOLE   1,408,133 0 221,406
Juniper Networks, Inc. COM 48203R104 32,521 1,422,595 SH   SOLE   1,348,559 0 74,036
Kellogg Co. COM 487836108 21,183 320,656 SH   SOLE   274,148 0 46,507
Kimberly-Clark Corp. COM 494368103 264,609 1,872,012 SH   SOLE   1,565,168 0 306,844
Kirby Corp. COM 497266106 137,711 2,571,163 SH   SOLE   2,499,906 0 71,257
KKR & Co., Inc. (Cl A) COM 48251W104 358,036 11,594,436 SH   SOLE   10,211,981 0 1,382,456
Lancaster Colony Corp. COM 513847103 2,219 14,315 SH   SOLE   14,315 0 0
Liberty Media Corp. Series C L COM 531229854 44,009 1,387,872 SH   SOLE   1,318,410 0 69,462
Linde PLC COM G5494J103 197,919 933,094 SH   SOLE   792,281 0 140,812
LivaNova PLC COM G5509L101 15,815 328,584 SH   SOLE   313,491 0 15,093
Live Nation Entertainment, Inc COM 538034109 14,264 321,769 SH   SOLE   321,769 0 0
Live Oak Bancshares, Inc. COM 53803X105 3,171 218,554 SH   SOLE   218,554 0 0
Loews Corp. COM 540424108 64,310 1,875,474 SH   SOLE   1,814,501 0 60,973
Marsh & McLennan Cos., Inc. COM 571748102 175,235 1,632,070 SH   SOLE   1,388,027 0 244,043
McDonald's Corp. COM 580135101 325 1,760 SH   SOLE   1,760 0 0
McKesson Corp. COM 58155Q103 682 4,445 SH   SOLE   4,445 0 0
Medtronic PLC COM G5960L103 336,750 3,672,298 SH   SOLE   3,220,774 0 451,523
MetLife, Inc. COM 59156R108 284,372 7,786,737 SH   SOLE   6,782,217 0 1,004,519
Microsoft Corp. COM 594918104 236,928 1,164,208 SH   SOLE   1,031,591 0 132,617
Mid-America Apartment Communit COM 59522J103 33,122 288,848 SH   SOLE   274,528 0 14,320
Molson Coors Beverage Co (Cl B COM 60871R209 26,781 779,436 SH   SOLE   746,614 0 32,822
Mondelez International, Inc. ( COM 609207105 388,871 7,605,525 SH   SOLE   6,588,148 0 1,017,377
Morgan Stanley COM 617446448 220,267 4,560,403 SH   SOLE   3,953,032 0 607,371
Mr. Cooper Group, Inc. COM 62482R107 67,962 5,463,144 SH   SOLE   5,276,827 0 186,317
Natus Medical, Inc. COM 639050103 8,377 383,911 SH   SOLE   383,911 0 0
Noble Energy, Inc. COM 655044105 40,817 4,555,517 SH   SOLE   4,360,809 0 194,708
Northern Trust Corp. COM 665859104 445 5,603 SH   SOLE   5,603 0 0
Novartis AG ADR ADR 66987V109 301 3,441 SH   SOLE   3,441 0 0
NVR, Inc. COM 62944T105 322,809 99,059 SH   SOLE   86,917 0 12,142
NXP Semiconductors NV COM N6596X109 11,898 104,334 SH   SOLE   104,334 0 0
O'Reilly Automotive, Inc. COM 67103H107 137,433 325,926 SH   SOLE   274,719 0 51,207
Parker-Hannifin Corp. COM 701094104 318,374 1,737,185 SH   SOLE   1,528,359 0 208,826
PepsiCo, Inc. COM 713448108 356,930 2,698,702 SH   SOLE   2,295,670 0 403,032
Perrigo Co. PLC COM G97822103 48,624 879,754 SH   SOLE   879,754 0 0
Pfizer, Inc. COM 717081103 287,752 8,799,754 SH   SOLE   7,821,117 0 978,637
Philip Morris International, I COM 718172109 124,990 1,784,049 SH   SOLE   1,513,999 0 270,050
Post Holdings, Inc. COM 737446104 145,715 1,663,034 SH   SOLE   1,587,745 0 75,289
ProAssurance Corp. COM 74267C106 33,260 2,298,552 SH   SOLE   2,181,439 0 117,113
Procter & Gamble Co. COM 742718109 357,900 2,993,228 SH   SOLE   2,544,428 0 448,800
Public Storage COM 74460D109 117,183 610,679 SH   SOLE   518,262 0 92,417
Red Rock Resorts, Inc. (Cl A) COM 75700L108 73,211 6,710,460 SH   SOLE   6,457,779 0 252,681
Reinsurance Group of America, COM 759351604 43,668 556,701 SH   SOLE   527,200 0 29,501
RenaissanceRe Holdings Ltd. COM G7496G103 60,137 351,614 SH   SOLE   335,168 0 16,446
Rogers Communications, Inc. (C COM 775109200 451 11,215 SH   SOLE   11,215 0 0
Roper Technologies, Inc. COM 776696106 30,266 77,952 SH   SOLE   66,493 0 11,459
RPM International, Inc. COM 749685103 23,921 318,692 SH   SOLE   303,215 0 15,477
Sanmina-SCI Corp. COM 801056102 42,752 1,707,357 SH   SOLE   1,620,353 0 87,004
Seaboard Corp. COM 811543107 18,454 6,290 SH   SOLE   5,734 0 556
Sensata Technologies Holding P COM G8060N102 107,815 2,895,911 SH   SOLE   2,797,247 0 98,664
Sherwin-Williams Co. COM 824348106 156,380 270,623 SH   SOLE   237,464 0 33,159
South Jersey Industries, Inc. COM 838518108 51,892 2,076,521 SH   SOLE   1,985,310 0 91,211
SPX Flow, Inc. COM 78469X107 32,274 862,013 SH   SOLE   817,036 0 44,977
Stericycle, Inc. COM 858912108 61,471 1,098,092 SH   SOLE   1,050,680 0 47,412
Sterling Bancorp COM 85917A100 82,309 7,022,914 SH   SOLE   6,740,509 0 282,405
SVB Financial Group COM 78486Q101 86,917 403,273 SH   SOLE   390,375 0 12,898
Taiwan Semiconductor Manufactu ADS 874039100 431 7,597 SH   SOLE   7,597 0 0
TE Connectivity Ltd. COM H84989104 384 4,706 SH   SOLE   4,706 0 0
Texas Instruments, Inc. COM 882508104 247,299 1,947,692 SH   SOLE   1,697,715 0 249,978
Thermo Fisher Scientific, Inc. COM 883556102 178,912 493,770 SH   SOLE   423,354 0 70,415
TJX Cos., Inc. COM 872540109 286,307 5,662,726 SH   SOLE   4,929,525 0 733,201
Toro Co. COM 891092108 2,482 37,415 SH   SOLE   37,415 0 0
TriMas Corp. COM 896215209 5,263 219,730 SH   SOLE   219,730 0 0
UGI Corp. COM 902681105 84,656 2,662,128 SH   SOLE   2,538,385 0 123,743
V.F. Corp. COM 918204108 257,133 4,219,443 SH   SOLE   3,704,004 0 515,439
Vail Resorts, Inc. COM 91879Q109 101,897 559,413 SH   SOLE   539,541 0 19,872
Visa, Inc. (Cl A) COM 92826C839 211,868 1,096,798 SH   SOLE   963,978 0 132,820
W. R. Grace & Co COM 38388F108 88,123 1,734,372 SH   SOLE   1,685,893 0 48,479
Walt Disney Co. COM 254687106 380,647 3,413,566 SH   SOLE   2,966,756 0 446,811
Welbilt, Inc. COM 949090104 99 16,203 SH   SOLE   16,203 0 0
WESCO International, Inc. COM 95082P105 77,917 2,219,236 SH   SOLE   2,132,129 0 87,107
Willis Towers Watson PLC COM G96629103 33,968 172,469 SH   SOLE   163,924 0 8,545
WNS (Holdings) Ltd. ADR ADR 92932M101 52,370 952,524 SH   SOLE   908,156 0 44,368
Wolverine World Wide, Inc. COM 978097103 26,553 1,115,219 SH   SOLE   1,046,526 0 68,693
WPX Energy, Inc. COM 98212B103 95 14,851 SH   SOLE   14,851 0 0
Zynga, Inc. (Cl A) COM 98986T108 566 59,324 SH   SOLE   59,324 0 0