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
3M Co COM 88579Y101 15,131 101,633 SH   SOLE   70,645 0 30,988
A10 Networks Inc COM 002121101 169 12,145 SH   SOLE   12,145 0 0
Abbott Laboratories COM 002824100 381 3,220 SH   SOLE   3,220 0 0
AbbVie Inc COM 00287Y109 36,385 224,448 SH   SOLE   156,704 0 67,744
Acadia Healthcare Company Inc COM 00404A109 274 4,174 SH   SOLE   4,174 0 0
Accenture plc COM G1151C101 56,779 168,370 SH   SOLE   117,761 0 50,609
Acco Brands Corp COM 00081T108 81 10,140 SH   SOLE   10,140 0 0
Acuity Brands Inc COM 00508Y102 16,276 85,979 SH   SOLE   59,733 0 26,246
Adobe Inc COM 00724F101 382 838 SH   SOLE   838 0 0
Adtalem Global Education Inc COM 00737L103 32,864 1,106,149 SH   SOLE   739,190 0 366,959
Advanced Micro Devices Inc COM 007903107 331 3,026 SH   SOLE   3,026 0 0
AECOM COM 00766T100 833 10,850 SH   SOLE   10,850 0 0
AerCap Holdings NV COM N00985106 16,055 319,303 SH   SOLE   196,611 0 122,692
Aerojet Rocketdyne Holdings In COM 007800105 10,667 271,090 SH   SOLE   208,036 0 63,054
AGCO Corp COM 001084102 16,842 115,330 SH   SOLE   80,294 0 35,036
Alaska Air Group Inc COM 011659109 11,516 198,524 SH   SOLE   120,677 0 77,847
Alight Inc Cl A COM 01626W101 19,195 1,929,099 SH   SOLE   1,192,152 0 736,947
Allegheny Technologies Inc COM 01741R102 6,821 254,131 SH   SOLE   197,485 0 56,646
Allete Inc COM 018522300 291 4,338 SH   SOLE   4,338 0 0
Allison Transmission Holdings COM 01973R101 15,833 403,295 SH   SOLE   280,084 0 123,211
Ally Financial Inc COM 02005N100 90,330 2,077,518 SH   SOLE   1,442,692 0 634,826
Alphabet Inc COM 02079K107 2,676 958 SH   SOLE   958 0 0
Altice USA Inc COM 02156K103 213 17,069 SH   SOLE   17,069 0 0
Altria Group Inc COM 02209S103 208 3,974 SH   SOLE   3,974 0 0
Amazon.com Inc COM 023135106 1,757 539 SH   SOLE   539 0 0
Amdocs Ltd COM G02602103 435 5,297 SH   SOLE   5,297 0 0
American Eagle Outfitters Inc COM 02553E106 168 10,002 SH   SOLE   10,002 0 0
American Express Co COM 025816109 243 1,299 SH   SOLE   1,299 0 0
American Financial Group Inc COM 025932104 17,447 119,811 SH   SOLE   73,974 0 45,837
American Tower Corp COM 03027X100 16,021 63,774 SH   SOLE   63,774 0 0
Ameriprise Financial Inc COM 03076C106 33,137 110,323 SH   SOLE   76,375 0 33,948
AmerisourceBergen Corp COM 03073E105 37,752 244,015 SH   SOLE   170,501 0 73,514
Amgen Inc COM 031162100 35,650 147,423 SH   SOLE   102,281 0 45,142
Amneal Pharmaceuticals Inc Sto COM 03168L105 125 30,027 SH   SOLE   30,027 0 0
Amphenol Corp COM 032095101 55,017 730,157 SH   SOLE   510,461 0 219,696
Anthem Inc COM 036752103 36,738 74,790 SH   SOLE   52,003 0 22,787
APA Corporation COM 03743Q108 43,458 1,051,476 SH   SOLE   711,621 0 339,855
Apple Inc COM 037833100 59,316 339,707 SH   SOLE   243,041 0 96,666
Applied Industrial Technologie COM 03820C105 388 3,775 SH   SOLE   3,775 0 0
Applied Materials Inc COM 038222105 55,134 418,314 SH   SOLE   289,607 0 128,707
ArcBest Corp COM 03937C105 410 5,087 SH   SOLE   5,087 0 0
Arch Capital Group Ltd COM G0450A105 43,551 899,451 SH   SOLE   642,330 0 257,121
Arch Resources Inc COM 03940R107 2,854 20,773 SH   SOLE   16,094 0 4,679
Archer-Daniels-Midland Co COM 039483102 8,462 93,747 SH   SOLE   65,639 0 28,108
Argo Group Intl Holdings Ltd COM G0464B107 9,468 229,367 SH   SOLE   172,901 0 56,466
Arista Networks Inc COM 040413106 60,958 438,610 SH   SOLE   304,492 0 134,118
Assurant Inc COM 04621X108 25,077 137,915 SH   SOLE   85,133 0 52,782
AT&T Inc COM 00206R102 265 11,207 SH   SOLE   11,207 0 0
Atkore Intl Group Inc COM 047649108 492 4,999 SH   SOLE   4,999 0 0
Autoliv Inc COM 052800109 15,195 198,780 SH   SOLE   137,634 0 61,146
AutoNation Inc COM 05329W102 32,708 328,464 SH   SOLE   227,755 0 100,709
AutoZone Inc COM 053332102 41,480 20,288 SH   SOLE   14,057 0 6,231
AvalonBay Communities Inc COM 053484101 18,820 75,775 SH   SOLE   46,676 0 29,099
Avantor Inc COM 05352A100 18,618 550,512 SH   SOLE   338,612 0 211,900
Axalta Coating Systems Ltd COM G0750C108 650 26,434 SH   SOLE   26,434 0 0
Axis Capital Holdings Ltd COM G0692U109 59,667 986,717 SH   SOLE   674,570 0 312,147
Baker Hughes Company COM 05722G100 21,977 603,592 SH   SOLE   419,480 0 184,112
BancFirst Corp COM 05945F103 2,306 27,709 SH   SOLE   21,145 0 6,564
Bank of America Corp COM 060505104 487 11,812 SH   SOLE   11,812 0 0
Beacon Roofing Supply Inc COM 073685109 11,907 200,858 SH   SOLE   154,998 0 45,860
Belden Inc COM 077454106 7,420 133,926 SH   SOLE   104,109 0 29,817
Berkshire Hathaway Inc COM 084670702 17,198 48,733 SH   SOLE   48,733 0 0
Berry Global Group Inc COM 08579W103 7,706 132,959 SH   SOLE   93,029 0 39,930
Bloomin' Brands Inc COM 094235108 10,368 472,540 SH   SOLE   364,463 0 108,077
Boise Cascade Co COM 09739D100 223 3,207 SH   SOLE   3,207 0 0
BorgWarner Inc COM 099724106 15,139 389,182 SH   SOLE   270,059 0 119,123
Boyd Gaming Corp COM 103304101 34,307 521,549 SH   SOLE   359,213 0 162,336
BP p.l.c. COM 055622104 23,558 801,301 SH   SOLE   555,248 0 246,053
Bread Financial Holdings Inc C COM 018581108 286 5,095 SH   SOLE   5,095 0 0
Bristol-Myers Squibb Co COM 110122108 37,124 508,333 SH   SOLE   354,319 0 154,014
Broadcom Inc COM 11135F101 441 701 SH   SOLE   701 0 0
Brunswick Corp COM 117043109 31,432 388,571 SH   SOLE   270,311 0 118,260
Cabot Corp COM 127055101 6,931 101,320 SH   SOLE   79,278 0 22,042
CACI International Inc COM 127190304 353 1,172 SH   SOLE   1,172 0 0
Cadence Bank Com COM 12740C103 20,336 695,011 SH   SOLE   523,492 0 171,519
Cadence Design Systems Inc COM 127387108 56,511 343,618 SH   SOLE   239,577 0 104,041
Capital Bancorp Inc MD Com COM 139737100 5,578 243,997 SH   SOLE   183,308 0 60,689
Capital One Financial Corp COM 14040H105 29,624 225,638 SH   SOLE   156,241 0 69,397
Cardinal Health Inc COM 14149Y108 510 8,987 SH   SOLE   8,987 0 0
Carlisle Cos Inc COM 142339100 49,956 203,141 SH   SOLE   130,352 0 72,789
CarMax Inc COM 143130102 36,096 374,126 SH   SOLE   266,242 0 107,884
Catalyst Pharmaceuticals Inc COM 14888U101 132 15,864 SH   SOLE   15,864 0 0
Caterpillar Inc COM 149123101 210 944 SH   SOLE   944 0 0
Cathay General Bancorp COM 149150104 5,060 113,083 SH   SOLE   86,426 0 26,657
Cboe Global Markets Inc COM 12503M108 256 2,240 SH   SOLE   2,240 0 0
CDK Global Inc COM 12508E101 28,632 588,169 SH   SOLE   426,211 0 161,958
CDW Corp COM 12514G108 55,023 307,579 SH   SOLE   213,208 0 94,371
Celanese Corp COM 150870103 7,654 53,572 SH   SOLE   37,068 0 16,504
Champion X Corporation COM 15872M104 7,736 316,002 SH   SOLE   240,411 0 75,591
Cheniere Energy Inc New COM 16411R208 17,912 129,191 SH   SOLE   79,236 0 49,955
Chevron Corp COM 166764100 23,857 146,515 SH   SOLE   102,030 0 44,485
Cigna Corp COM 125523100 48,034 200,467 SH   SOLE   155,204 0 45,263
Cisco Systems Inc COM 17275R102 414 7,417 SH   SOLE   7,417 0 0
Citigroup Inc COM 172967424 28,597 535,522 SH   SOLE   370,771 0 164,751
Citizens Financial Group Inc COM 174610105 30,187 665,930 SH   SOLE   462,066 0 203,864
Clean Harbors Inc COM 184496107 10,249 91,806 SH   SOLE   71,176 0 20,630
Clearwater Paper Corp COM 18538R103 5,133 183,120 SH   SOLE   137,691 0 45,429
Cognizant Technology Solutions COM 192446102 51,989 579,778 SH   SOLE   400,518 0 179,260
Colfax Corp COM 194014106 30,530 767,282 SH   SOLE   649,612 0 117,670
Comcast Corp COM 20030N101 441 9,425 SH   SOLE   9,425 0 0
Commerce Bancshares Inc COM 200525103 208 2,900 SH   SOLE   2,900 0 0
Community Health Systems Inc COM 203668108 159 13,393 SH   SOLE   13,393 0 0
CommVault Systems Inc COM 204166102 219 3,296 SH   SOLE   3,296 0 0
Comstock Resources Inc COM 205768302 183 13,988 SH   SOLE   13,988 0 0
Conduent Inc COM 206787103 7,711 1,494,319 SH   SOLE   1,157,741 0 336,578
ConnectOne Bancorp Inc COM 20786W107 3,923 122,570 SH   SOLE   90,573 0 31,997
ConocoPhillips COM 20825C104 22,790 227,898 SH   SOLE   159,753 0 68,145
Corporate Office Properties Tr COM 22002T108 20,457 716,786 SH   SOLE   547,592 0 169,194
Crane Co COM 224399105 16,052 148,244 SH   SOLE   104,055 0 44,189
Credit Acceptance Corp COM 225310101 210 382 SH   SOLE   382 0 0
Crown Holdings Inc COM 228368106 7,806 62,404 SH   SOLE   43,558 0 18,846
Cummins Inc COM 231021106 15,614 76,126 SH   SOLE   52,903 0 23,223
Curtiss-Wright Corp COM 231561101 9,718 64,717 SH   SOLE   50,080 0 14,637
CVS Health Corp COM 126650100 261 2,582 SH   SOLE   2,582 0 0
D.R. Horton Inc COM 23331A109 33,200 445,575 SH   SOLE   305,738 0 139,837
Dana Inc COM 235825205 45,572 2,593,765 SH   SOLE   1,705,498 0 888,267
Danaher Corp COM 235851102 353 1,202 SH   SOLE   1,202 0 0
Darden Restaurants Inc COM 237194105 36,939 277,840 SH   SOLE   189,795 0 88,045
DaVita Inc COM 23918K108 494 4,371 SH   SOLE   4,371 0 0
Deere & Co COM 244199105 4,790 11,529 SH   SOLE   11,529 0 0
DENTSPLY Sirona Inc COM 24906P109 30,612 621,941 SH   SOLE   432,398 0 189,543
Dicks Sporting Goods Inc COM 253393102 36,750 367,425 SH   SOLE   255,553 0 111,872
Discover Financial Services COM 254709108 31,179 282,953 SH   SOLE   194,864 0 88,089
Dollar General Corp COM 256677105 14,878 66,828 SH   SOLE   66,828 0 0
Dollar Tree Inc COM 256746108 42,507 265,419 SH   SOLE   183,885 0 81,534
Dominion Energy Inc COM 25746U109 18,661 219,622 SH   SOLE   153,523 0 66,099
Donnelley Financial Solutions COM 25787G100 15,726 472,818 SH   SOLE   357,598 0 115,220
Dover Corp COM 260003108 62,101 395,801 SH   SOLE   274,584 0 121,217
Dow Inc COM 260557103 8,253 129,522 SH   SOLE   89,972 0 39,550
DROPBOX INC COM 26210C104 451 19,414 SH   SOLE   19,414 0 0
DTE Energy Co COM 233331107 18,273 138,215 SH   SOLE   95,895 0 42,320
DXC Technology Co COM 23355L106 398 12,195 SH   SOLE   12,195 0 0
East West Bancorp Inc COM 27579R104 7,206 91,193 SH   SOLE   91,193 0 0
Eastman Chemical Co COM 277432100 29,938 267,156 SH   SOLE   172,548 0 94,608
Element Solutions Inc COM 28618M106 39,386 1,798,456 SH   SOLE   1,222,736 0 575,720
EMCOR Group Inc COM 29084Q100 15,616 138,646 SH   SOLE   99,662 0 38,984
Emerson Electric Co COM 291011104 15,804 161,178 SH   SOLE   112,569 0 48,609
Encompass Health Corp COM 29261A100 46,640 655,883 SH   SOLE   441,127 0 214,756
EnerSys COM 29275Y102 16,533 221,709 SH   SOLE   168,033 0 53,676
Entergy Corp COM 29364G103 41,603 356,344 SH   SOLE   218,192 0 138,152
Envista Holdings Corp COM 29415F104 9,072 186,253 SH   SOLE   142,402 0 43,851
EPR Properties COM 26884U109 5,028 91,904 SH   SOLE   70,991 0 20,913
EQT Corp COM 26884L109 37,247 1,082,437 SH   SOLE   758,418 0 324,019
Equinix Inc COM 29444U700 11,340 15,291 SH   SOLE   15,291 0 0
Equitable Holdings Inc COM 29452E101 31,088 1,005,748 SH   SOLE   694,827 0 310,921
Euronet Worldwide Inc COM 298736109 441 3,391 SH   SOLE   3,391 0 0
Evercore Inc Class A COM 29977A105 20,911 187,845 SH   SOLE   127,573 0 60,272
Everest Reinsurance Group Ltd COM G3223R108 391 1,296 SH   SOLE   1,296 0 0
Evergy Inc COM 30034W106 20,632 301,905 SH   SOLE   212,646 0 89,259
Exelon Corp COM 30161N101 21,133 443,696 SH   SOLE   309,939 0 133,757
Exxon Mobil Corp COM 30231G102 229 2,771 SH   SOLE   2,771 0 0
F.N.B. Corporation COM 302520101 8,418 676,115 SH   SOLE   511,006 0 165,109
Facebook Inc COM 30303M102 965 4,342 SH   SOLE   4,342 0 0
Fair Isaac Corp COM 303250104 577 1,236 SH   SOLE   1,236 0 0
FedEx Corp COM 31428X106 12,440 53,763 SH   SOLE   53,763 0 0
Fidelity Natl Financial Inc COM 31620R303 59,263 1,213,419 SH   SOLE   800,137 0 413,282
First American Financial Corp COM 31847R102 277 4,278 SH   SOLE   4,278 0 0
First Foundation Inc COM 32026V104 5,710 235,062 SH   SOLE   178,151 0 56,911
First Interstate BancSystem In COM 32055Y201 5,839 158,801 SH   SOLE   121,056 0 37,745
Fortinet Inc COM 34959E109 60,865 178,102 SH   SOLE   123,902 0 54,200
Fortive Corp COM 34959J108 38,365 629,659 SH   SOLE   457,585 0 172,074
Franklin Resources Inc COM 354613101 30,279 1,084,508 SH   SOLE   749,409 0 335,099
Gartner Inc COM 366651107 57,639 193,770 SH   SOLE   135,297 0 58,473
General Mills Inc COM 370334104 33,565 495,641 SH   SOLE   342,151 0 153,490
General Motors Co COM 37045V100 5,632 128,750 SH   SOLE   128,750 0 0
Gentex Corp COM 371901109 14,830 508,384 SH   SOLE   352,429 0 155,955
Genuine Parts Co COM 372460105 15,684 124,459 SH   SOLE   86,548 0 37,911
German American Bancorp Inc COM 373865104 6,836 179,930 SH   SOLE   136,608 0 43,322
Global Payments Inc COM 37940X102 38,533 281,590 SH   SOLE   194,726 0 86,864
Goodyear Tire & Rubber Co COM 382550101 29,452 2,061,026 SH   SOLE   1,429,257 0 631,769
Greif Inc COM 397624107 221 3,401 SH   SOLE   3,401 0 0
H&R Block Inc COM 093671105 222 8,507 SH   SOLE   8,507 0 0
Halliburton Co COM 406216101 23,531 621,360 SH   SOLE   429,921 0 191,439
Hancock Whitney Corp COM 410120109 8,096 155,247 SH   SOLE   117,238 0 38,009
Harley-Davidson Inc COM 412822108 300 7,618 SH   SOLE   7,618 0 0
Hayward Holdings Inc COM 421298100 12,546 754,874 SH   SOLE   573,728 0 181,146
HCA Healthcare Inc COM 40412C101 43,909 175,203 SH   SOLE   134,542 0 40,661
Helen of Troy Corp Ltd COM G4388N106 15,975 81,570 SH   SOLE   62,804 0 18,766
Henry Jack & Assoc Inc COM 426281101 586 2,973 SH   SOLE   2,973 0 0
Hewlett Packard Enterprise Co COM 42824C109 857 51,281 SH   SOLE   51,281 0 0
HF Sinclair Corporation Com COM 403949100 259 6,505 SH   SOLE   6,505 0 0
Hillenbrand Inc COM 431571108 356 8,062 SH   SOLE   8,062 0 0
Hologic Inc COM 436440101 34,733 452,140 SH   SOLE   312,685 0 139,455
Home Bancshares Inc COM 436893200 4,315 190,950 SH   SOLE   144,437 0 46,513
Honeywell Intl Inc COM 438516106 238 1,224 SH   SOLE   1,224 0 0
HP Inc COM 40434L105 50,518 1,391,672 SH   SOLE   962,191 0 429,481
Humana Inc COM 444859102 33,776 77,616 SH   SOLE   53,897 0 23,719
Huntington Ingalls Industries COM 446413106 45,880 230,046 SH   SOLE   158,852 0 71,194
Huntsman Corp COM 447011107 7,638 203,619 SH   SOLE   141,354 0 62,265
Ingredion Inc COM 457187102 7,592 87,114 SH   SOLE   60,386 0 26,728
Insight Enterprises Inc COM 45765U103 10,656 99,290 SH   SOLE   76,512 0 22,778
Installed Building Prods Inc COM 45780R101 5,617 66,487 SH   SOLE   51,044 0 15,443
Intel Corp COM 458140100 355 7,169 SH   SOLE   7,169 0 0
International Paper Co COM 460146103 8,084 175,160 SH   SOLE   122,353 0 52,807
Intl Business Machines Corp COM 459200101 215 1,652 SH   SOLE   1,652 0 0
Intuit Inc COM 461202103 50,935 105,930 SH   SOLE   73,108 0 32,822
Ironwood Pharmaceuticals Inc C COM 46333X108 188 14,974 SH   SOLE   14,974 0 0
Itron Inc COM 465741106 293 5,561 SH   SOLE   5,561 0 0
ITT Inc COM 45073V108 21,097 280,507 SH   SOLE   213,732 0 66,775
J.M. Smucker Co COM 832696405 33,749 249,236 SH   SOLE   172,458 0 76,778
Jacobs Engineering Group Inc COM 469814107 16,133 117,066 SH   SOLE   81,346 0 35,720
Jefferies Financial Group Inc COM 47233W109 31,229 950,662 SH   SOLE   655,831 0 294,831
Johnson & Johnson COM 478160104 35,308 199,222 SH   SOLE   138,562 0 60,660
Johnson Controls Intl plc COM G51502105 11,780 179,652 SH   SOLE   179,652 0 0
JPMorgan Chase & Co COM 46625H100 648 4,757 SH   SOLE   4,757 0 0
KBR Inc COM 48242W106 10,917 199,470 SH   SOLE   154,386 0 45,084
KeyCorp COM 493267108 31,575 1,410,865 SH   SOLE   977,924 0 432,941
Keysight Technologies Inc COM 49338L103 52,141 330,068 SH   SOLE   228,632 0 101,436
KLA-Tencor Corp COM 482480100 55,143 150,639 SH   SOLE   104,327 0 46,312
Kraft Heinz Co COM 500754106 35,619 904,259 SH   SOLE   624,498 0 279,761
Kroger Co COM 501044101 33,243 579,456 SH   SOLE   400,718 0 178,738
L3harris Technologies Inc COM 502431109 33,184 133,555 SH   SOLE   92,151 0 41,404
Laboratory Corp of America Hol COM 50540R409 31,092 117,926 SH   SOLE   80,995 0 36,931
Lakeland Financial Corp COM 511656100 1,864 25,530 SH   SOLE   19,436 0 6,094
Lam Research Corp COM 512807108 50,061 93,118 SH   SOLE   64,707 0 28,411
Lamar Advertising Co COM 512816109 21,149 182,035 SH   SOLE   112,221 0 69,814
Landstar System Inc COM 515098101 586 3,883 SH   SOLE   3,883 0 0
Lear Corp COM 521865204 15,069 105,681 SH   SOLE   73,914 0 31,767
Lennar Corp COM 526057104 36,757 452,838 SH   SOLE   312,425 0 140,413
Liberty Broadband Corp COM 530307305 32,629 241,126 SH   SOLE   179,573 0 61,553
Lilly Eli and Co COM 532457108 435 1,518 SH   SOLE   1,518 0 0
Lincoln Natl Corp COM 534187109 31,183 477,095 SH   SOLE   327,789 0 149,306
Lithia Motors Inc Cl A COM 536797103 32,670 108,857 SH   SOLE   75,343 0 33,514
Livanova PLC COM G5509L101 8,964 109,545 SH   SOLE   83,930 0 25,615
LKQ Corp COM 501889208 361 7,957 SH   SOLE   7,957 0 0
Louisiana-Pacific Corp COM 546347105 6,974 112,274 SH   SOLE   77,733 0 34,541
Lowe's Cos Inc COM 548661107 42,518 210,287 SH   SOLE   160,143 0 50,144
LPL Financial Holdings Inc COM 50212V100 287 1,570 SH   SOLE   1,570 0 0
Lumen Technologies Inc COM 550241103 245 21,700 SH   SOLE   21,700 0 0
LyondellBasell Industries N.V. COM N53745100 7,800 75,859 SH   SOLE   53,007 0 22,852
Macy's Inc COM 55616P104 291 11,946 SH   SOLE   11,946 0 0
Magnolia Oil & Gas Corp Cl A COM 559663109 19,558 826,993 SH   SOLE   631,074 0 195,919
ManTech Intl Corp COM 564563104 233 2,700 SH   SOLE   2,700 0 0
Marathon Oil Corp COM 565849106 23,210 924,315 SH   SOLE   648,550 0 275,765
Markel Corp COM 570535104 35,831 24,288 SH   SOLE   19,101 0 5,187
Marriott Vacations Worldwide C COM 57164Y107 13,725 87,030 SH   SOLE   53,624 0 33,406
Masco Corp COM 574599106 13,365 262,063 SH   SOLE   181,578 0 80,485
Mastercard Incorporated COM 57636Q104 532 1,488 SH   SOLE   1,488 0 0
McDonalds Corp COM 580135101 359 1,451 SH   SOLE   1,451 0 0
McKesson Corp COM 58155Q103 36,466 119,120 SH   SOLE   83,049 0 36,071
Medical Properties Trust Inc COM 58463J304 13,831 654,269 SH   SOLE   399,849 0 254,420
Medtronic plc COM G5960L103 292 2,633 SH   SOLE   2,633 0 0
Merck & Co Inc COM 58933Y105 380 4,632 SH   SOLE   4,632 0 0
Meritage Homes Corp COM 59001A102 5,534 69,842 SH   SOLE   54,292 0 15,550
Mesa Air Group Inc COM 590479135 3,480 790,913 SH   SOLE   600,998 0 189,915
Methode Electronics Inc COM 591520200 12,646 292,392 SH   SOLE   223,558 0 68,834
MetLife Inc COM 59156R108 35,820 509,675 SH   SOLE   353,858 0 155,817
Metropolitan Bank Holding Corp COM 591774104 9,212 90,513 SH   SOLE   67,836 0 22,677
MGIC Inv Corp WI COM 552848103 222 16,414 SH   SOLE   16,414 0 0
MGM Growth Properties LLC COM 55303A105 31,721 819,677 SH   SOLE   507,586 0 312,091
Microsoft Corp COM 594918104 63,171 204,896 SH   SOLE   145,888 0 59,008
Modine Manufacturing Co COM 607828100 6,544 726,330 SH   SOLE   555,946 0 170,384
Modivcare Inc COM 60783X104 13,189 114,296 SH   SOLE   87,725 0 26,571
Molina Healthcare Inc COM 60855R100 34,458 103,293 SH   SOLE   71,919 0 31,374
Molson Coors Brewing Co COM 60871R209 369 6,907 SH   SOLE   6,907 0 0
Moodys Corp COM 615369105 10,040 29,756 SH   SOLE   29,756 0 0
Moog Inc COM 615394202 9,331 106,274 SH   SOLE   82,198 0 24,076
Morgan Stanley COM 617446448 240 2,743 SH   SOLE   2,743 0 0
MSA Safety Inc COM 553498106 7,494 56,476 SH   SOLE   43,190 0 13,286
NetApp Inc COM 64110D104 55,282 666,049 SH   SOLE   459,104 0 206,945
New York Community Bancorp Inc COM 649445103 31,258 2,915,834 SH   SOLE   2,015,518 0 900,316
Nexstar Media Group Inc COM 65336K103 48,549 257,584 SH   SOLE   183,252 0 74,332
Nextier Oilfield Solutions Inc COM 65290C105 281 30,392 SH   SOLE   30,392 0 0
Nike Inc COM 654106103 322 2,396 SH   SOLE   2,396 0 0
NMI Holdings Inc Cl A COM 629209305 17,230 835,599 SH   SOLE   630,985 0 204,614
Northwest Nat Holding Co COM 66765N105 215 4,148 SH   SOLE   4,148 0 0
Northwestern Corp COM 668074305 13,208 218,342 SH   SOLE   166,729 0 51,613
Nov Inc COM 62955J103 22,756 1,160,418 SH   SOLE   807,580 0 352,838
Nucor Corp COM 670346105 8,720 58,658 SH   SOLE   40,904 0 17,754
NVIDIA Corp COM 67066G104 59,040 216,374 SH   SOLE   152,310 0 64,064
NVR Inc COM 62944T105 36,431 8,155 SH   SOLE   5,630 0 2,525
O-I Glass Inc Com COM 67098H104 192 14,531 SH   SOLE   14,531 0 0
Oceaneering Intl Inc COM 675232102 198 13,048 SH   SOLE   13,048 0 0
OceanFirst Financial Corp COM 675234108 7,436 369,963 SH   SOLE   277,550 0 92,413
OGE Energy Corp COM 670837103 18,639 457,053 SH   SOLE   317,577 0 139,476
Old Republic Intl Corp COM 680223104 271 10,477 SH   SOLE   10,477 0 0
Old Second Bancorp Inc COM 680277100 4,554 313,865 SH   SOLE   236,645 0 77,220
ON Semiconductor Corp COM 682189105 59,509 950,476 SH   SOLE   658,222 0 292,254
OneMain Holdings Inc COM 68268W103 84,990 1,792,652 SH   SOLE   1,217,139 0 575,513
Open Text Corp COM 683715106 383 9,023 SH   SOLE   9,023 0 0
Oracle Corp COM 68389X105 56,236 679,751 SH   SOLE   474,252 0 205,499
Oshkosh Corp COM 688239201 15,221 151,231 SH   SOLE   104,569 0 46,662
Otter Tail Corp COM 689648103 225 3,599 SH   SOLE   3,599 0 0
Ovintiv Inc COM 69047Q102 342 6,316 SH   SOLE   6,316 0 0
Owens Corning COM 690742101 8,468 92,542 SH   SOLE   66,016 0 26,526
Oxford Industries Inc COM 691497309 8,263 91,301 SH   SOLE   70,175 0 21,126
Packaging Corp of America COM 695156109 8,738 55,976 SH   SOLE   39,929 0 16,047
Parker-Hannifin Corp COM 701094104 15,350 54,094 SH   SOLE   37,694 0 16,400
Patterson-UTI Energy Inc COM 703481101 359 23,208 SH   SOLE   23,208 0 0
Paychex Inc COM 704326107 55,262 404,938 SH   SOLE   277,747 0 127,191
Paypal Holdings Inc COM 70450Y103 257 2,218 SH   SOLE   2,218 0 0
PDC Energy Inc COM 69327R101 30,129 414,539 SH   SOLE   295,015 0 119,524
PepsiCo Inc COM 713448108 433 2,585 SH   SOLE   2,585 0 0
Performance Food Group Co COM 71377A103 16,772 329,440 SH   SOLE   256,705 0 72,735
Pfizer Inc COM 717081103 34,336 663,232 SH   SOLE   464,511 0 198,721
Philip Morris Intl Inc COM 718172109 33,180 353,209 SH   SOLE   243,921 0 109,288
Photronics Inc COM 719405102 13,549 798,417 SH   SOLE   611,452 0 186,965
Pinnacle Financial Partners In COM 72346Q104 33,244 361,029 SH   SOLE   255,119 0 105,910
Pinnacle West Capital Corp COM 723484101 19,937 255,276 SH   SOLE   177,538 0 77,738
Popular Inc COM 733174700 224 2,741 SH   SOLE   2,741 0 0
Portland General Electric Co COM 736508847 39,994 725,178 SH   SOLE   529,642 0 195,536
Post Holdings Inc COM 737446104 211 3,040 SH   SOLE   3,040 0 0
PPL Corp COM 69351T106 20,250 709,037 SH   SOLE   491,903 0 217,134
Premier Inc COM 74051N102 229 6,428 SH   SOLE   6,428 0 0
Prestige Consmr Healthcare Inc COM 74112D101 9,218 174,128 SH   SOLE   134,704 0 39,424
Principal Financial Group Inc COM 74251V102 34,605 471,392 SH   SOLE   327,053 0 144,339
Procter & Gamble Co COM 742718109 653 4,273 SH   SOLE   4,273 0 0
Prog Holdings Inc COM 74319R101 31,535 1,096,101 SH   SOLE   738,155 0 357,946
Propetro Holding Corp COM 74347M108 210 15,056 SH   SOLE   15,056 0 0
Prosperity Bancshares Inc COM 743606105 21,003 302,721 SH   SOLE   228,336 0 74,385
Prudential Financial Inc COM 744320102 35,201 297,884 SH   SOLE   206,844 0 91,040
Public Service Enterprise Grou COM 744573106 18,329 261,843 SH   SOLE   182,193 0 79,650
PulteGroup Inc COM 745867101 36,628 874,165 SH   SOLE   606,912 0 267,253
QCR Holdings Inc COM 74727A104 9,963 176,050 SH   SOLE   133,560 0 42,490
QUALCOMM Inc COM 747525103 311 2,034 SH   SOLE   2,034 0 0
Qualys Inc COM 74758T303 320 2,248 SH   SOLE   2,248 0 0
Quanex Building Products Corp COM 747619104 7,954 378,933 SH   SOLE   292,253 0 86,680
Quest Diagnostics Inc COM 74834L100 32,137 234,814 SH   SOLE   163,609 0 71,205
Radian Group Inc COM 750236101 203 9,147 SH   SOLE   9,147 0 0
Ralph Lauren Corp COM 751212101 37,666 332,036 SH   SOLE   229,089 0 102,947
Ramaco Resources Inc COM 75134P303 429 27,173 SH   SOLE   20,664 0 6,509
Raytheon Technologies Corp COM 75513E101 256 2,588 SH   SOLE   2,588 0 0
RBB Bancorp COM 74930B105 5,595 238,190 SH   SOLE   180,125 0 58,065
Regal Rexnord Corporation Com COM 758750103 13,537 90,984 SH   SOLE   69,432 0 21,552
Regions Financial Corp COM 7591EP100 318 14,270 SH   SOLE   14,270 0 0
Reliance Steel & Aluminum Co COM 759509102 8,257 45,033 SH   SOLE   32,198 0 12,835
RenaissanceRe Holdings Ltd COM G7496G103 325 2,052 SH   SOLE   2,052 0 0
Republic Services Inc COM 760759100 49,251 371,705 SH   SOLE   265,133 0 106,572
Robert Half Intl Inc COM 770323103 36,680 321,245 SH   SOLE   224,236 0 97,009
Sabra Health Care REIT Inc COM 78573L106 8,858 594,926 SH   SOLE   450,693 0 144,233
Salesforce Inc COM 79466L302 350 1,647 SH   SOLE   1,647 0 0
Sandy Spring Bancorp Inc COM 800363103 4,552 101,332 SH   SOLE   76,994 0 24,338
Schein Henry Inc COM 806407102 36,568 419,407 SH   SOLE   291,654 0 127,753
Schlumberger Ltd COM 806857108 5,566 134,748 SH   SOLE   134,748 0 0
Science Applications Intl Corp COM 808625107 17,881 194,004 SH   SOLE   149,156 0 44,848
Seagate Technology Hldngs PLC COM G7997R103 47,557 529,000 SH   SOLE   365,414 0 163,586
Sealed Air Corp COM 81211K100 30,698 458,456 SH   SOLE   282,840 0 175,616
SeaWorld Entertainment Inc COM 81282V100 234 3,149 SH   SOLE   3,149 0 0
Select Energy Svcs Inc Cl A COM 81617J301 164 19,168 SH   SOLE   19,168 0 0
Service Corp Intl COM 817565104 343 5,205 SH   SOLE   5,205 0 0
ServiceNow Inc COM 81762P102 209 376 SH   SOLE   376 0 0
Servisfirst Bancshares Inc COM 81768T108 2,282 23,949 SH   SOLE   18,281 0 5,668
Shell PLC Spon ADS COM 780259305 23,451 426,928 SH   SOLE   292,877 0 134,051
Signature Bank COM 82669G104 37,215 126,802 SH   SOLE   89,261 0 37,541
Siriuspoint Ltd COM G8192H106 92 12,337 SH   SOLE   12,337 0 0
Six Flags Entertainment Corp COM 83001A102 217 4,986 SH   SOLE   4,986 0 0
Skyworks Solutions Inc COM 83088M102 54,180 406,511 SH   SOLE   282,244 0 124,267
SLM Corp COM 78442P106 46,836 2,550,985 SH   SOLE   1,700,999 0 849,986
Smith & Wesson Brands Inc COM 831754106 244 16,148 SH   SOLE   16,148 0 0
Snap-on Inc COM 833034101 15,880 77,284 SH   SOLE   53,713 0 23,571
Sonoco Products Co COM 835495102 8,262 132,069 SH   SOLE   93,585 0 38,484
Southern First Bancshares Inc COM 842873101 5,114 100,597 SH   SOLE   76,113 0 24,484
SP Plus Corp COM 78469C103 6,715 214,117 SH   SOLE   165,570 0 48,547
Spx Corp COM 784635104 17,774 359,729 SH   SOLE   275,992 0 83,737
STAG Industrial Inc COM 85254J102 54,629 1,321,136 SH   SOLE   929,326 0 391,810
Steel Dynamics Inc COM 858119100 7,569 90,718 SH   SOLE   62,868 0 27,850
Stock Yards Bancorp Inc COM 861025104 1,760 33,271 SH   SOLE   25,245 0 8,026
Synchrony Financial COM 87165B103 29,533 848,402 SH   SOLE   586,676 0 261,726
Sysco Corp COM 871829107 11,048 135,312 SH   SOLE   135,312 0 0
T-Mobile US Inc COM 872590104 18,903 147,275 SH   SOLE   102,600 0 44,675
Target Corp COM 87612E106 33,658 158,601 SH   SOLE   109,011 0 49,590
TE Connectivity Ltd Reg COM H84989104 52,965 404,373 SH   SOLE   279,043 0 125,330
Tenet Healthcare Corp New COM 88033G407 34,152 397,299 SH   SOLE   278,554 0 118,745
Teradata Corp COM 88076W103 316 6,421 SH   SOLE   6,421 0 0
Tesla Inc COM 88160R101 1,014 941 SH   SOLE   941 0 0
Texas Instruments Inc COM 882508104 75,055 409,062 SH   SOLE   310,605 0 98,457
The First of Long Island Corp COM 320734106 1,871 96,121 SH   SOLE   73,417 0 22,704
The Goldman Sachs Group Inc COM 38141G104 31,012 93,947 SH   SOLE   65,598 0 28,349
The Hanover Insurance Group In COM 410867105 16,172 108,157 SH   SOLE   82,155 0 26,002
The Home Depot Inc COM 437076102 567 1,894 SH   SOLE   1,894 0 0
The Timken Co COM 887389104 15,437 254,309 SH   SOLE   176,617 0 77,692
The Western Union Co COM 959802109 307 16,364 SH   SOLE   16,364 0 0
Thermo Fisher Scientific Inc COM 883556102 423 716 SH   SOLE   716 0 0
Toll Brothers Inc COM 889478103 36,529 776,878 SH   SOLE   540,150 0 236,728
TOTAL SE SPONSORED ADS COM 89151E109 23,848 471,862 SH   SOLE   328,264 0 143,598
Tractor Supply Co COM 892356106 37,945 162,596 SH   SOLE   113,516 0 49,080
TransDigm Group Inc COM 893641100 16,884 25,914 SH   SOLE   15,900 0 10,014
Travel and Leisure Co COM 894164102 39,389 679,831 SH   SOLE   416,447 0 263,384
Trinet Group Inc COM 896288107 207 2,103 SH   SOLE   2,103 0 0
TriState Capital Holdings Inc COM 89678F100 6,621 199,246 SH   SOLE   151,910 0 47,336
Triton Intl Ltd Cl A COM G9078F107 18,672 266,062 SH   SOLE   202,585 0 63,477
TTM Technologies Inc COM 87305R109 8,763 591,274 SH   SOLE   449,525 0 141,749
Tyson Foods Inc COM 902494103 33,642 375,343 SH   SOLE   259,538 0 115,805
Ufp Industries Inc COM 90278Q108 6,870 89,033 SH   SOLE   61,582 0 27,451
UGI Corp COM 902681105 20,935 578,006 SH   SOLE   356,201 0 221,805
Ulta Beauty Inc COM 90384S303 38,606 96,946 SH   SOLE   66,991 0 29,955
Unilever PLC Sp ADR COM 904767704 32,430 711,643 SH   SOLE   499,366 0 212,277
Union Pacific Corp COM 907818108 9,898 36,230 SH   SOLE   36,230 0 0
United Parcel Service Inc Cl B COM 911312106 269 1,256 SH   SOLE   1,256 0 0
United Rentals Inc COM 911363109 16,122 45,386 SH   SOLE   31,836 0 13,550
United States Steel Corp COM 912909108 8,767 232,300 SH   SOLE   162,981 0 69,319
United Therapeutics Corp COM 91307C102 31,875 177,663 SH   SOLE   123,080 0 54,583
UnitedHealth Group Inc COM 91324P102 8,674 17,008 SH   SOLE   17,008 0 0
Univar Inc COM 91336L107 24,162 751,765 SH   SOLE   542,700 0 209,065
Universal Health Services Inc COM 913903100 37,100 255,951 SH   SOLE   156,306 0 99,645
Unum Group COM 91529Y106 311 9,872 SH   SOLE   9,872 0 0
Upland Software In COM 91544A109 6,299 357,689 SH   SOLE   272,518 0 85,171
US Foods Holding Corp COM 912008109 42,182 1,120,972 SH   SOLE   692,753 0 428,219
Valvoline Inc COM 92047W101 7,952 251,954 SH   SOLE   173,906 0 78,048
Vanda Pharmaceuticals Inc COM 921659108 117 10,304 SH   SOLE   10,304 0 0
Veritex Holdings Inc COM 923451108 7,426 194,561 SH   SOLE   146,789 0 47,772
Verizon Communications Inc COM 92343V104 330 6,486 SH   SOLE   6,486 0 0
Visa Inc COM 92826C839 627 2,829 SH   SOLE   2,829 0 0
Vistra Energy Corp COM 92840M102 18,685 803,667 SH   SOLE   561,014 0 242,653
Voya Financial Inc COM 929089100 32,357 487,664 SH   SOLE   338,125 0 149,539
Walmart Inc COM 931142103 392 2,630 SH   SOLE   2,630 0 0
Waste Management Inc COM 94106L109 12,905 81,420 SH   SOLE   81,420 0 0
Wells Fargo & Co COM 949746101 321 6,622 SH   SOLE   6,622 0 0
WESCO Intl Inc COM 95082P105 595 4,574 SH   SOLE   4,574 0 0
Westlake Corporation COM 960413102 8,165 66,169 SH   SOLE   47,433 0 18,736
WestRock Co COM 96145D105 640 13,602 SH   SOLE   13,602 0 0
Whirlpool Corp COM 963320106 375 2,169 SH   SOLE   2,169 0 0
Williams-Sonoma Inc COM 969904101 36,154 249,339 SH   SOLE   173,347 0 75,992
WSFS Financial Corp COM 929328102 2,535 54,373 SH   SOLE   40,523 0 13,850
Xerox Corp COM 98421M106 388 19,245 SH   SOLE   19,245 0 0
Zebra Technologies Corp COM 989207105 52,541 127,002 SH   SOLE   87,907 0 39,095
Zimmer Biomet Holdings Inc COM 98956P102 49,731 388,825 SH   SOLE   274,502 0 114,323
Zions Bancorporation COM 989701107 307 4,679 SH   SOLE   4,679 0 0