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 13,972 126,443 SH   SOLE   89,013 0 37,430
A10 Networks Inc COM 002121101 151 11,384 SH   SOLE   11,384 0 0
Abbott Laboratories COM 002824100 298 3,077 SH   SOLE   3,077 0 0
AbbVie Inc COM 00287Y109 34,362 256,035 SH   SOLE   181,110 0 74,925
Acadia Healthcare Company Inc COM 00404A109 341 4,362 SH   SOLE   4,362 0 0
Accel Entertainment Inc Cl A1 COM 00436Q106 80 10,305 SH   SOLE   10,305 0 0
Accenture plc COM G1151C101 50,046 194,506 SH   SOLE   136,338 0 58,168
Acco Brands Corp COM 00081T108 74 15,203 SH   SOLE   15,203 0 0
ACI Worldwide Inc COM 004498101 3,895 186,372 SH   SOLE   137,761 0 48,611
Acuity Brands Inc COM 00508Y102 14,369 91,250 SH   SOLE   63,967 0 27,283
Adobe Inc COM 00724F101 243 884 SH   SOLE   884 0 0
Adtalem Global Education Inc COM 00737L103 31,139 854,281 SH   SOLE   559,920 0 294,361
Advanced Micro Devices Inc COM 007903107 204 3,215 SH   SOLE   3,215 0 0
AECOM COM 00766T100 610 8,923 SH   SOLE   8,923 0 0
AerCap Holdings NV COM N00985106 13,688 323,358 SH   SOLE   186,553 0 136,805
AGCO Corp COM 001084102 13,413 139,469 SH   SOLE   97,067 0 42,402
Air Lease Corp Cl A COM 00912X302 6,219 200,561 SH   SOLE   148,698 0 51,863
Alaska Air Group Inc COM 011659109 9,573 244,509 SH   SOLE   142,177 0 102,332
Alight Inc Cl A COM 01626W101 18,820 2,567,500 SH   SOLE   1,491,185 0 1,076,315
Allison Transmission Holdings COM 01973R101 13,710 406,090 SH   SOLE   282,731 0 123,359
Ally Financial Inc COM 02005N100 63,455 2,280,108 SH   SOLE   1,558,781 0 721,327
Alphabet Inc COM 02079K107 1,854 19,279 SH   SOLE   19,279 0 0
Alphabet Inc Cap Stock Cl A COM 02079K305 6,908 72,222 SH   SOLE   72,222 0 0
Amazon.com Inc COM 023135106 1,396 12,354 SH   SOLE   12,354 0 0
Amcor PLC COM G0250X107 5,623 524,088 SH   SOLE   367,742 0 156,346
Amdocs Ltd COM G02602103 53,288 670,713 SH   SOLE   472,082 0 198,631
American Tower Corp COM 03027X100 11,783 54,881 SH   SOLE   54,881 0 0
Ameriprise Financial Inc COM 03076C106 26,184 103,924 SH   SOLE   72,769 0 31,155
AmerisourceBergen Corp COM 03073E105 34,893 257,836 SH   SOLE   180,064 0 77,772
Amgen Inc COM 031162100 35,339 156,782 SH   SOLE   110,507 0 46,275
AMN Healthcare Services Inc COM 001744101 40,517 382,381 SH   SOLE   268,247 0 114,134
Amneal Pharmaceuticals Inc Sto COM 03168L105 63 31,203 SH   SOLE   31,203 0 0
Amphenol Corp COM 032095101 49,365 737,234 SH   SOLE   515,998 0 221,236
ANI Pharmaceuticals Inc COM 00182C103 4,170 129,755 SH   SOLE   96,503 0 33,252
APA Corporation COM 03743Q108 32,541 951,784 SH   SOLE   634,517 0 317,267
Apple Inc COM 037833100 51,257 370,890 SH   SOLE   267,522 0 103,368
Applied Industrial Technologie COM 03820C105 384 3,740 SH   SOLE   3,740 0 0
ArcBest Corp COM 03937C105 251 3,450 SH   SOLE   3,450 0 0
Arch Capital Group Ltd COM G0450A105 40,857 897,162 SH   SOLE   618,764 0 278,398
Arch Resources Inc COM 03940R107 5,244 44,217 SH   SOLE   32,650 0 11,567
Archer-Daniels-Midland Co COM 039483102 5,953 73,993 SH   SOLE   52,068 0 21,925
Arista Networks Inc COM 040413106 51,861 459,394 SH   SOLE   321,925 0 137,469
Arrow Electrs Inc COM 042735100 42,599 462,073 SH   SOLE   321,147 0 140,926
Assurant Inc COM 04621X108 16,900 116,334 SH   SOLE   68,537 0 47,797
AT&T Inc COM 00206R102 174 11,370 SH   SOLE   11,370 0 0
Ati Inc Com COM 01741R102 3,819 143,511 SH   SOLE   106,477 0 37,034
Autoliv Inc COM 052800109 13,210 198,262 SH   SOLE   138,411 0 59,851
AutoNation Inc COM 05329W102 36,264 355,982 SH   SOLE   249,616 0 106,366
AutoZone Inc COM 053332102 39,844 18,602 SH   SOLE   13,014 0 5,588
AvalonBay Communities Inc COM 053484101 13,642 74,067 SH   SOLE   43,433 0 30,634
Avantor Inc COM 05352A100 16,473 840,484 SH   SOLE   489,100 0 351,384
Avient Corporation COM 05368V106 3,700 122,096 SH   SOLE   90,499 0 31,597
Avis Budget Group COM 053774105 27,354 184,249 SH   SOLE   128,683 0 55,566
Axalta Coating Systems Ltd COM G0750C108 531 25,196 SH   SOLE   25,196 0 0
Axis Capital Holdings Ltd COM G0692U109 45,435 924,425 SH   SOLE   599,860 0 324,565
Baker Hughes Company COM 05722G100 20,000 954,198 SH   SOLE   665,425 0 288,773
Bank of America Corp COM 060505104 371 12,300 SH   SOLE   12,300 0 0
Beacon Roofing Supply Inc COM 073685109 8,439 154,216 SH   SOLE   113,046 0 41,170
Belden Inc COM 077454106 7,028 117,089 SH   SOLE   89,496 0 27,593
Berkshire Hathaway Inc COM 084670702 14,905 55,820 SH   SOLE   55,820 0 0
Berry Global Group Inc COM 08579W103 5,236 112,522 SH   SOLE   78,368 0 34,154
Bjs Whsl Club Holdings Inc COM 05550J101 37,050 508,855 SH   SOLE   356,855 0 152,000
Bloomin' Brands Inc COM 094235108 9,630 525,385 SH   SOLE   384,323 0 141,062
BorgWarner Inc COM 099724106 12,327 392,571 SH   SOLE   274,192 0 118,379
Boyd Gaming Corp COM 103304101 35,975 754,978 SH   SOLE   527,003 0 227,975
BP p.l.c. COM 055622104 21,545 754,655 SH   SOLE   524,905 0 229,750
Bristol-Myers Squibb Co COM 110122108 36,335 511,119 SH   SOLE   359,989 0 151,130
Broadcom Inc COM 11135F101 323 728 SH   SOLE   728 0 0
Brunswick Corp COM 117043109 34,995 534,682 SH   SOLE   373,577 0 161,105
Builders FirstSource Inc COM 12008R107 314 5,331 SH   SOLE   5,331 0 0
Cabot Corp COM 127055101 6,030 94,382 SH   SOLE   71,442 0 22,940
CACI International Inc COM 127190304 308 1,178 SH   SOLE   1,178 0 0
Cadence Bank Com COM 12740C103 18,034 709,731 SH   SOLE   522,045 0 187,686
Cadence Design Systems Inc COM 127387108 53,374 326,585 SH   SOLE   230,079 0 96,506
Cannae Holdings Inc COM 13765N107 10,132 490,432 SH   SOLE   361,649 0 128,783
Capital Bancorp Inc MD Com COM 139737100 5,114 221,369 SH   SOLE   163,869 0 57,500
Capital One Financial Corp COM 14040H105 25,712 278,967 SH   SOLE   194,927 0 84,040
Capstar Financial Holdings Inc COM 14070T102 3,123 168,564 SH   SOLE   124,700 0 43,864
Carlisle Cos Inc COM 142339100 41,270 147,176 SH   SOLE   91,253 0 55,923
CarMax Inc COM 143130102 29,706 449,956 SH   SOLE   305,214 0 144,742
Catalyst Pharmaceuticals Inc COM 14888U101 129 10,020 SH   SOLE   10,020 0 0
Cathay General Bancorp COM 149150104 4,144 107,746 SH   SOLE   79,893 0 27,853
Cboe Global Markets Inc COM 12503M108 267 2,279 SH   SOLE   2,279 0 0
CDW Corp COM 12514G108 49,621 317,918 SH   SOLE   222,092 0 95,826
Celanese Corp COM 150870103 5,074 56,166 SH   SOLE   39,230 0 16,936
Centene Corp COM 15135B101 32,960 423,601 SH   SOLE   296,046 0 127,555
Cheniere Energy Inc New COM 16411R208 10,793 65,053 SH   SOLE   37,456 0 27,597
Chevron Corp COM 166764100 21,614 150,445 SH   SOLE   105,668 0 44,777
Chicos FAS Inc COM 168615102 73 15,142 SH   SOLE   15,142 0 0
Cigna Corp COM 125523100 45,159 162,754 SH   SOLE   125,345 0 37,409
Cinemark Holdings Inc COM 17243V102 148 12,232 SH   SOLE   12,232 0 0
Cisco Systems Inc COM 17275R102 304 7,607 SH   SOLE   7,607 0 0
Citigroup Inc COM 172967424 25,113 602,661 SH   SOLE   421,398 0 181,263
Citizens Financial Group Inc COM 174610105 26,660 775,907 SH   SOLE   539,183 0 236,724
Clean Harbors Inc COM 184496107 8,159 74,188 SH   SOLE   55,159 0 19,029
Clearwater Paper Corp COM 18538R103 4,973 132,260 SH   SOLE   98,326 0 33,934
CNX Resources Corp COM 12653C108 10,452 673,043 SH   SOLE   495,318 0 177,725
Cognizant Technology Solutions COM 192446102 50,003 870,523 SH   SOLE   609,408 0 261,115
Comcast Corp COM 20030N101 253 8,641 SH   SOLE   8,641 0 0
Comerica Inc COM 200340107 23,743 333,935 SH   SOLE   228,690 0 105,245
Commercial Metals Co COM 201723103 5,792 163,244 SH   SOLE   115,771 0 47,473
CommVault Systems Inc COM 204166102 206 3,884 SH   SOLE   3,884 0 0
Conduent Inc COM 206787103 4,820 1,443,194 SH   SOLE   1,066,229 0 376,965
ConnectOne Bancorp Inc COM 20786W107 2,838 123,051 SH   SOLE   89,284 0 33,767
ConocoPhillips COM 20825C104 21,475 209,840 SH   SOLE   147,052 0 62,788
Corporate Office Properties Tr COM 22002T108 15,712 676,362 SH   SOLE   498,820 0 177,542
Costco Wholesale Corp COM 22160K105 375 793 SH   SOLE   793 0 0
Crane Holdings Co COM 224441105 13,975 159,639 SH   SOLE   112,838 0 46,801
Cummins Inc COM 231021106 14,028 68,929 SH   SOLE   48,186 0 20,743
Curtiss-Wright Corp COM 231561101 5,922 42,556 SH   SOLE   31,160 0 11,396
CVS Health Corp COM 126650100 35,116 368,207 SH   SOLE   259,469 0 108,738
Danaher Corp COM 235851102 302 1,171 SH   SOLE   1,171 0 0
DaVita Inc COM 23918K108 409 4,939 SH   SOLE   4,939 0 0
Dicks Sporting Goods Inc COM 253393102 36,492 348,739 SH   SOLE   244,649 0 104,090
Dillard's Inc COM 254067101 37,713 138,263 SH   SOLE   96,861 0 41,402
Diodes Inc COM 254543101 10,032 154,555 SH   SOLE   114,609 0 39,946
Discover Financial Services COM 254709108 25,720 282,886 SH   SOLE   197,397 0 85,489
Dollar General Corp COM 256677105 12,928 53,897 SH   SOLE   53,897 0 0
Donnelley Financial Solutions COM 25787G100 13,518 365,648 SH   SOLE   270,919 0 94,729
Dover Corp COM 260003108 46,791 401,360 SH   SOLE   276,937 0 124,423
Dow Inc COM 260557103 5,820 132,475 SH   SOLE   93,159 0 39,316
DROPBOX INC COM 26210C104 404 19,518 SH   SOLE   19,518 0 0
Dt Midstream Inc Common Stock COM 23345M107 331 6,388 SH   SOLE   6,388 0 0
DTE Energy Co COM 233331107 16,027 139,306 SH   SOLE   97,795 0 41,511
DXC Technology Co COM 23355L106 350 14,306 SH   SOLE   14,306 0 0
East West Bancorp Inc COM 27579R104 6,175 91,979 SH   SOLE   91,979 0 0
Eastman Chemical Co COM 277432100 19,447 273,715 SH   SOLE   169,396 0 104,319
Edison International COM 281020107 14,975 264,675 SH   SOLE   184,542 0 80,133
Element Solutions Inc COM 28618M106 28,135 1,729,277 SH   SOLE   1,119,546 0 609,731
Elevance Health Inc COM 036752103 35,060 77,183 SH   SOLE   54,351 0 22,832
EMCOR Group Inc COM 29084Q100 18,593 161,005 SH   SOLE   117,396 0 43,609
Emerson Electric Co COM 291011104 13,256 181,048 SH   SOLE   126,943 0 54,105
Encompass Health Corp COM 29261A100 30,290 669,694 SH   SOLE   428,231 0 241,463
EnerSys COM 29275Y102 11,909 204,728 SH   SOLE   150,768 0 53,960
Enhabit Inc COM 29332G102 5,854 416,947 SH   SOLE   296,216 0 120,731
Enovis Corp COM 194014502 11,897 258,228 SH   SOLE   219,014 0 39,214
Entergy Corp COM 29364G103 33,202 329,943 SH   SOLE   190,625 0 139,318
Envista Holdings Corp COM 29415F104 5,876 179,103 SH   SOLE   131,645 0 47,458
EPR Properties COM 26884U109 3,192 89,002 SH   SOLE   65,058 0 23,944
EQT Corp COM 26884L109 10,638 261,059 SH   SOLE   151,992 0 109,067
Equinix Inc COM 29444U700 7,059 12,409 SH   SOLE   12,409 0 0
Equitable Holdings Inc COM 29452E101 26,399 1,001,852 SH   SOLE   704,532 0 297,320
Esab Corporation Com COM 29605J106 9,106 272,958 SH   SOLE   232,844 0 40,114
Euronet Worldwide Inc COM 298736109 241 3,184 SH   SOLE   3,184 0 0
Evercore Inc Class A COM 29977A105 15,015 182,551 SH   SOLE   120,110 0 62,441
Everest Reinsurance Group Ltd COM G3223R108 388 1,480 SH   SOLE   1,480 0 0
Evergy Inc COM 30034W106 16,385 275,838 SH   SOLE   195,950 0 79,888
Exxon Mobil Corp COM 30231G102 612 7,012 SH   SOLE   7,012 0 0
F.N.B. Corporation COM 302520101 7,348 633,463 SH   SOLE   464,305 0 169,158
Fair Isaac Corp COM 303250104 455 1,105 SH   SOLE   1,105 0 0
FedEx Corp COM 31428X106 8,605 57,961 SH   SOLE   57,961 0 0
Fidelity Natl Financial Inc COM 31620R303 41,292 1,140,651 SH   SOLE   753,676 0 386,975
First American Financial Corp COM 31847R102 210 4,564 SH   SOLE   4,564 0 0
First Foundation Inc COM 32026V104 4,094 225,676 SH   SOLE   164,386 0 61,290
First Interstate BancSystem In COM 32055Y201 5,912 146,530 SH   SOLE   109,323 0 37,207
FleetCor Technologies Inc COM 339041105 46,534 264,141 SH   SOLE   184,577 0 79,564
Fortinet Inc COM 34959E109 50,705 1,032,052 SH   SOLE   721,429 0 310,623
Fortive Corp COM 34959J108 37,248 638,904 SH   SOLE   454,511 0 184,393
Franklin Resources Inc COM 354613101 25,418 1,181,141 SH   SOLE   828,357 0 352,784
Gartner Inc COM 366651107 50,383 182,093 SH   SOLE   127,247 0 54,846
General Mills Inc COM 370334104 37,053 483,662 SH   SOLE   341,526 0 142,136
General Motors Co COM 37045V100 4,227 131,728 SH   SOLE   131,728 0 0
Gentex Corp COM 371901109 13,053 547,539 SH   SOLE   383,252 0 164,287
Genuine Parts Co COM 372460105 14,464 96,866 SH   SOLE   68,074 0 28,792
German American Bancorp Inc COM 373865104 5,950 166,619 SH   SOLE   122,634 0 43,985
Global Payments Inc COM 37940X102 32,084 296,933 SH   SOLE   203,899 0 93,034
GoDaddy Inc COM 380237107 13,321 187,940 SH   SOLE   109,331 0 78,609
H&R Block Inc COM 093671105 37,749 887,367 SH   SOLE   624,552 0 262,815
Hancock Whitney Corp COM 410120109 6,639 144,925 SH   SOLE   106,555 0 38,370
Harley-Davidson Inc COM 412822108 275 7,893 SH   SOLE   7,893 0 0
Hawaiian Electric Industries I COM 419870100 247 7,133 SH   SOLE   7,133 0 0
Hayward Holdings Inc COM 421298100 3,628 409,035 SH   SOLE   305,252 0 103,783
HCA Healthcare Inc COM 40412C101 41,063 223,426 SH   SOLE   171,490 0 51,936
Helen of Troy Corp Ltd COM G4388N106 6,611 68,547 SH   SOLE   50,759 0 17,788
Henry Jack & Assoc Inc COM 426281101 520 2,853 SH   SOLE   2,853 0 0
Hewlett Packard Enterprise Co COM 42824C109 553 46,172 SH   SOLE   46,172 0 0
Hillenbrand Inc COM 431571108 288 7,839 SH   SOLE   7,839 0 0
Hologic Inc COM 436440101 34,850 540,150 SH   SOLE   379,687 0 160,463
Home Bancshares Inc COM 436893200 3,856 171,306 SH   SOLE   127,570 0 43,736
Honeywell Intl Inc COM 438516106 202 1,212 SH   SOLE   1,212 0 0
Horizon Therapeutics Pub Ltd COM G46188101 424 6,853 SH   SOLE   6,853 0 0
Humana Inc COM 444859102 35,808 73,801 SH   SOLE   51,795 0 22,006
Huntsman Corp COM 447011107 5,773 235,238 SH   SOLE   163,926 0 71,312
Ingredion Inc COM 457187102 5,876 72,978 SH   SOLE   51,225 0 21,753
Innovative Industrial Properti COM 45781V101 6,249 70,610 SH   SOLE   51,793 0 18,817
Installed Building Prods Inc COM 45780R101 7,729 95,430 SH   SOLE   70,803 0 24,627
Intel Corp COM 458140100 208 8,056 SH   SOLE   8,056 0 0
International Paper Co COM 460146103 5,176 163,294 SH   SOLE   117,031 0 46,263
Intl Business Machines Corp COM 459200101 204 1,716 SH   SOLE   1,716 0 0
Intuit Inc COM 461202103 49,549 127,929 SH   SOLE   89,808 0 38,121
Ironwood Pharmaceuticals Inc C COM 46333X108 155 14,989 SH   SOLE   14,989 0 0
ITT Inc COM 45073V108 13,845 211,889 SH   SOLE   156,853 0 55,036
J.M. Smucker Co COM 832696405 36,119 262,853 SH   SOLE   185,568 0 77,285
Jacobs Solutions Inc COM 46982L108 13,167 121,365 SH   SOLE   84,861 0 36,504
Jazz Pharmaceuticals plc COM G50871105 32,252 241,965 SH   SOLE   168,422 0 73,543
Jefferies Financial Group Inc COM 47233W109 26,391 894,615 SH   SOLE   625,595 0 269,020
Johnson & Johnson COM 478160104 722 4,420 SH   SOLE   4,420 0 0
Johnson Controls Intl plc COM G51502105 10,816 219,751 SH   SOLE   219,751 0 0
JPMorgan Chase & Co COM 46625H100 522 4,994 SH   SOLE   4,994 0 0
KBR Inc COM 48242W106 8,111 187,662 SH   SOLE   140,119 0 47,543
KeyCorp COM 493267108 26,160 1,632,977 SH   SOLE   1,141,861 0 491,116
Keysight Technologies Inc COM 49338L103 50,754 322,535 SH   SOLE   225,167 0 97,368
Korn Ferry COM 500643200 3,871 82,442 SH   SOLE   61,870 0 20,572
Kraft Heinz Co COM 500754106 34,240 1,026,697 SH   SOLE   720,276 0 306,421
Kroger Co COM 501044101 32,619 745,570 SH   SOLE   521,898 0 223,672
L3harris Technologies Inc COM 502431109 27,425 131,957 SH   SOLE   87,717 0 44,240
Laboratory Corp of America Hol COM 50540R409 32,694 159,632 SH   SOLE   111,671 0 47,961
Lamar Advertising Co COM 512816109 15,068 182,666 SH   SOLE   107,208 0 75,458
Landstar System Inc COM 515098101 547 3,789 SH   SOLE   3,789 0 0
Lear Corp COM 521865204 12,788 106,846 SH   SOLE   74,791 0 32,055
Leidos Holdings Inc COM 525327102 777 8,879 SH   SOLE   8,879 0 0
Leslies Inc COM 527064109 9,045 614,877 SH   SOLE   457,725 0 157,152
Lilly Eli and Co COM 532457108 471 1,457 SH   SOLE   1,457 0 0
Lincoln Natl Corp COM 534187109 26,545 604,539 SH   SOLE   422,499 0 182,040
Linde PLC COM G5494J103 230 855 SH   SOLE   855 0 0
Lithia Motors Inc Cl A COM 536797103 34,488 160,744 SH   SOLE   112,196 0 48,548
Littelfuse Inc COM 537008104 18,042 90,807 SH   SOLE   56,806 0 34,001
Livanova PLC COM G5509L101 6,916 136,224 SH   SOLE   100,729 0 35,495
Louisiana-Pacific Corp COM 546347105 6,053 118,248 SH   SOLE   82,576 0 35,672
Lowe's Cos Inc COM 548661107 49,065 261,249 SH   SOLE   199,182 0 62,067
Lumen Technologies Inc COM 550241103 154 21,115 SH   SOLE   21,115 0 0
LyondellBasell Industries N.V. COM N53745100 5,892 78,274 SH   SOLE   55,014 0 23,260
Macy's Inc COM 55616P104 231 14,755 SH   SOLE   14,755 0 0
Magnolia Oil & Gas Corp Cl A COM 559663109 14,323 723,037 SH   SOLE   538,483 0 184,554
Marathon Oil Corp COM 565849106 20,254 896,977 SH   SOLE   624,879 0 272,098
Markel Corp COM 570535104 25,675 23,681 SH   SOLE   17,954 0 5,727
Marriott Intl Inc COM 571903202 34,372 245,270 SH   SOLE   171,557 0 73,713
Marriott Vacations Worldwide C COM 57164Y107 12,911 105,947 SH   SOLE   61,188 0 44,759
Masco Corp COM 574599106 13,869 297,055 SH   SOLE   208,029 0 89,026
Mastercard Incorporated COM 57636Q104 429 1,508 SH   SOLE   1,508 0 0
Mattel Inc COM 577081102 35,094 1,852,910 SH   SOLE   1,295,383 0 557,527
McDonalds Corp COM 580135101 300 1,302 SH   SOLE   1,302 0 0
McKesson Corp COM 58155Q103 35,665 104,938 SH   SOLE   74,013 0 30,925
Medical Properties Trust Inc COM 58463J304 9,098 767,090 SH   SOLE   440,844 0 326,246
Medtronic plc COM G5960L103 202 2,503 SH   SOLE   2,503 0 0
Merck & Co Inc COM 58933Y105 380 4,416 SH   SOLE   4,416 0 0
Meritage Homes Corp COM 59001A102 7,418 105,561 SH   SOLE   77,781 0 27,780
Meta Platforms Inc COM 30303M102 573 4,226 SH   SOLE   4,226 0 0
Methode Electronics Inc COM 591520200 6,103 164,285 SH   SOLE   122,525 0 41,760
Metropolitan Bank Holding Corp COM 591774104 5,589 86,846 SH   SOLE   63,175 0 23,671
MGIC Inv Corp WI COM 552848103 215 16,759 SH   SOLE   16,759 0 0
Microsoft Corp COM 594918104 2,866 12,307 SH   SOLE   12,307 0 0
Modine Manufacturing Co COM 607828100 8,093 625,442 SH   SOLE   463,322 0 162,120
Modivcare Inc COM 60783X104 10,277 103,097 SH   SOLE   74,490 0 28,607
Molina Healthcare Inc COM 60855R100 35,276 106,950 SH   SOLE   75,287 0 31,663
Molson Coors Brewing Co COM 60871R209 383 7,986 SH   SOLE   7,986 0 0
Moodys Corp COM 615369105 8,449 34,752 SH   SOLE   34,752 0 0
Moog Inc COM 615394202 7,063 100,398 SH   SOLE   74,494 0 25,904
Morgan Stanley COM 617446448 230 2,914 SH   SOLE   2,914 0 0
Mrc Global Inc COM 55345K103 75 10,443 SH   SOLE   10,443 0 0
MSA Safety Inc COM 553498106 3,183 29,129 SH   SOLE   21,644 0 7,485
Murphy USA Inc COM 626755102 38,378 139,601 SH   SOLE   98,085 0 41,516
NetApp Inc COM 64110D104 47,858 773,779 SH   SOLE   542,027 0 231,752
New York Community Bancorp Inc COM 649445103 25,550 2,995,261 SH   SOLE   2,087,942 0 907,319
Nexstar Media Group Inc COM 65336K103 43,772 262,345 SH   SOLE   186,413 0 75,932
NMI Holdings Inc Cl A COM 629209305 10,233 502,335 SH   SOLE   371,315 0 131,020
Nordstrom Inc COM 655664100 177 10,590 SH   SOLE   10,590 0 0
Northwestern Corp COM 668074305 10,170 206,362 SH   SOLE   152,188 0 54,174
Nov Inc COM 62955J103 21,633 1,337,036 SH   SOLE   931,757 0 405,279
Nucor Corp COM 670346105 5,694 53,216 SH   SOLE   37,315 0 15,901
NVIDIA Corp COM 67066G104 218 1,799 SH   SOLE   1,799 0 0
Oceaneering Intl Inc COM 675232102 124 15,609 SH   SOLE   15,609 0 0
OceanFirst Financial Corp COM 675234108 6,404 343,542 SH   SOLE   252,395 0 91,147
Old Natl Bancorp COM 680033107 187 11,327 SH   SOLE   11,327 0 0
Old Republic Intl Corp COM 680223104 261 12,469 SH   SOLE   12,469 0 0
Old Second Bancorp Inc COM 680277100 3,803 291,405 SH   SOLE   213,889 0 77,516
Olin Corp COM 680665205 254 5,912 SH   SOLE   5,912 0 0
ON Semiconductor Corp COM 682189105 50,040 802,829 SH   SOLE   565,193 0 237,636
OneMain Holdings Inc COM 68268W103 31,443 1,065,145 SH   SOLE   688,194 0 376,951
Open Text Corp COM 683715106 301 11,397 SH   SOLE   11,397 0 0
Oshkosh Corp COM 688239201 12,991 184,817 SH   SOLE   129,059 0 55,758
Ovintiv Inc COM 69047Q102 207 4,492 SH   SOLE   4,492 0 0
Owens Corning COM 690742101 6,075 77,278 SH   SOLE   55,109 0 22,169
Oxford Industries Inc COM 691497309 5,933 66,083 SH   SOLE   48,590 0 17,493
Packaging Corp of America COM 695156109 5,507 49,047 SH   SOLE   35,163 0 13,884
Parker-Hannifin Corp COM 701094104 13,259 54,718 SH   SOLE   38,271 0 16,447
Patterson-UTI Energy Inc COM 703481101 203 17,351 SH   SOLE   17,351 0 0
Paychex Inc COM 704326107 49,560 441,668 SH   SOLE   309,336 0 132,332
PBF Energy Inc COM 69318G106 201 5,727 SH   SOLE   5,727 0 0
PDC Energy Inc COM 69327R101 27,242 471,397 SH   SOLE   332,925 0 138,472
PepsiCo Inc COM 713448108 401 2,455 SH   SOLE   2,455 0 0
Performance Food Group Co COM 71377A103 13,431 312,724 SH   SOLE   234,006 0 78,718
Pfizer Inc COM 717081103 427 9,767 SH   SOLE   9,767 0 0
Philip Morris Intl Inc COM 718172109 244 2,936 SH   SOLE   2,936 0 0
Photronics Inc COM 719405102 11,044 755,389 SH   SOLE   550,184 0 205,205
Pinnacle Financial Partners In COM 72346Q104 27,504 339,138 SH   SOLE   229,147 0 109,991
Pinnacle West Capital Corp COM 723484101 15,421 239,046 SH   SOLE   167,103 0 71,943
Popular Inc COM 733174700 202 2,809 SH   SOLE   2,809 0 0
Portland General Electric Co COM 736508847 31,070 714,918 SH   SOLE   512,937 0 201,981
Post Holdings Inc COM 737446104 245 2,986 SH   SOLE   2,986 0 0
PPL Corp COM 69351T106 15,735 620,705 SH   SOLE   434,565 0 186,140
Premier Inc COM 74051N102 213 6,271 SH   SOLE   6,271 0 0
Prestige Consmr Healthcare Inc COM 74112D101 8,236 165,276 SH   SOLE   121,620 0 43,656
Principal Financial Group Inc COM 74251V102 240 3,322 SH   SOLE   3,322 0 0
Procter & Gamble Co COM 742718109 516 4,091 SH   SOLE   4,091 0 0
Prog Holdings Inc COM 74319R101 5,585 372,844 SH   SOLE   278,541 0 94,303
Propetro Holding Corp COM 74347M108 135 16,727 SH   SOLE   16,727 0 0
Prosperity Bancshares Inc COM 743606105 16,647 249,653 SH   SOLE   183,779 0 65,874
Public Service Enterprise Grou COM 744573106 15,485 275,393 SH   SOLE   192,486 0 82,907
PulteGroup Inc COM 745867101 376 10,014 SH   SOLE   10,014 0 0
QCR Holdings Inc COM 74727A104 8,571 168,247 SH   SOLE   123,385 0 44,862
QUALCOMM Inc COM 747525103 47,637 421,638 SH   SOLE   295,310 0 126,328
Qualys Inc COM 74758T303 321 2,301 SH   SOLE   2,301 0 0
Quanex Building Products Corp COM 747619104 6,373 350,942 SH   SOLE   260,744 0 90,198
Quest Diagnostics Inc COM 74834L100 35,311 287,808 SH   SOLE   202,386 0 85,422
Quidel Corp COM 219798105 10,417 145,735 SH   SOLE   108,418 0 37,317
Ramaco Resources Inc COM 75134P303 4,943 537,301 SH   SOLE   383,032 0 154,269
Raytheon Technologies Corp COM 75513E101 217 2,655 SH   SOLE   2,655 0 0
RBB Bancorp COM 74930B105 4,680 225,224 SH   SOLE   164,764 0 60,460
Regions Financial Corp COM 7591EP100 332 16,539 SH   SOLE   16,539 0 0
Reliance Steel & Aluminum Co COM 759509102 6,238 35,767 SH   SOLE   25,599 0 10,168
RenaissanceRe Holdings Ltd COM G7496G103 309 2,199 SH   SOLE   2,199 0 0
Republic Services Inc COM 760759100 33,928 249,396 SH   SOLE   178,064 0 71,332
Sabra Health Care REIT Inc COM 78573L106 7,083 539,852 SH   SOLE   401,446 0 138,406
Sandy Spring Bancorp Inc COM 800363103 3,390 96,132 SH   SOLE   70,545 0 25,587
Schein Henry Inc COM 806407102 33,076 502,907 SH   SOLE   352,833 0 150,074
Schlumberger Ltd COM 806857108 4,808 133,921 SH   SOLE   133,921 0 0
Science Applications Intl Corp COM 808625107 13,317 150,598 SH   SOLE   111,851 0 38,747
Sealed Air Corp COM 81211K100 21,599 485,264 SH   SOLE   283,085 0 202,179
SeaWorld Entertainment Inc COM 81282V100 33,041 726,009 SH   SOLE   506,779 0 219,230
Select Energy Svcs Inc Cl A COM 81617J301 126 18,067 SH   SOLE   18,067 0 0
Sempra Energy COM 816851109 15,566 103,817 SH   SOLE   72,617 0 31,200
Servisfirst Bancshares Inc COM 81768T108 1,760 22,004 SH   SOLE   16,280 0 5,724
Shell PLC Spon ADS COM 780259305 21,841 438,936 SH   SOLE   305,915 0 133,021
Signature Bank COM 82669G104 32,896 217,851 SH   SOLE   149,156 0 68,695
Siriuspoint Ltd COM G8192H106 68 13,767 SH   SOLE   13,767 0 0
Six Flags Entertainment Corp COM 83001A102 9,572 540,780 SH   SOLE   403,653 0 137,127
SLM Corp COM 78442P106 37,247 2,662,421 SH   SOLE   1,766,279 0 896,142
SM Energy Co COM 78454L100 20,711 550,669 SH   SOLE   383,923 0 166,746
Smith & Wesson Brands Inc COM 831754106 195 18,765 SH   SOLE   18,765 0 0
Snap-on Inc COM 833034101 13,562 67,354 SH   SOLE   47,138 0 20,216
Sonoco Products Co COM 835495102 5,818 102,550 SH   SOLE   71,583 0 30,967
Southern First Bancshares Inc COM 842873101 3,985 95,651 SH   SOLE   69,816 0 25,835
SP Plus Corp COM 78469C103 6,162 196,752 SH   SOLE   149,787 0 46,965
SPX Technologies Inc COM 78473E103 15,625 282,959 SH   SOLE   210,756 0 72,203
SS&C Technologies Holdings Inc COM 78467J100 488 10,211 SH   SOLE   10,211 0 0
STAG Industrial Inc COM 85254J102 47,533 1,671,942 SH   SOLE   1,128,802 0 543,140
Steel Dynamics Inc COM 858119100 5,679 80,048 SH   SOLE   56,042 0 24,006
Stock Yards Bancorp Inc COM 861025104 1,918 28,202 SH   SOLE   21,296 0 6,906
Synchrony Financial COM 87165B103 25,074 889,475 SH   SOLE   623,843 0 265,632
Synovus Financial Corp COM 87161C501 27,124 723,115 SH   SOLE   505,211 0 217,904
Sysco Corp COM 871829107 8,382 118,544 SH   SOLE   118,544 0 0
T-Mobile US Inc COM 872590104 17,104 127,482 SH   SOLE   89,483 0 37,999
TE Connectivity Ltd Reg COM H84989104 48,141 436,220 SH   SOLE   304,903 0 131,317
Teledyne Technologies Inc COM 879360105 13,715 40,640 SH   SOLE   23,466 0 17,174
Tenet Healthcare Corp New COM 88033G407 32,957 638,954 SH   SOLE   449,331 0 189,623
Teradata Corp COM 88076W103 235 7,565 SH   SOLE   7,565 0 0
Tesla Inc COM 88160R101 1,116 4,208 SH   SOLE   4,208 0 0
Texas Instruments Inc COM 882508104 63,063 407,434 SH   SOLE   310,388 0 97,046
The Chemours Co COM 163851108 4,640 188,217 SH   SOLE   131,755 0 56,462
The First of Long Island Corp COM 320734106 1,592 92,352 SH   SOLE   67,936 0 24,416
The Goldman Sachs Group Inc COM 38141G104 25,074 85,562 SH   SOLE   59,826 0 25,736
The Hanover Insurance Group In COM 410867105 9,835 76,750 SH   SOLE   56,053 0 20,697
The Hartford Financial Service COM 416515104 27,257 440,049 SH   SOLE   307,802 0 132,247
The Home Depot Inc COM 437076102 497 1,800 SH   SOLE   1,800 0 0
The Timken Co COM 887389104 13,823 234,123 SH   SOLE   165,113 0 69,010
The Walt Disney Co COM 254687106 323 3,426 SH   SOLE   3,426 0 0
The Western Union Co COM 959802109 251 18,598 SH   SOLE   18,598 0 0
Thermo Fisher Scientific Inc COM 883556102 352 694 SH   SOLE   694 0 0
Toll Brothers Inc COM 889478103 296 7,057 SH   SOLE   7,057 0 0
TOTAL SE SPONSORED ADS COM 89151E109 21,763 467,831 SH   SOLE   327,496 0 140,335
Tractor Supply Co COM 892356106 37,835 203,545 SH   SOLE   142,716 0 60,829
TransDigm Group Inc COM 893641100 12,401 23,629 SH   SOLE   13,698 0 9,931
Travel Leisure Co COM 894164102 23,036 675,147 SH   SOLE   389,834 0 285,313
Trinet Group Inc COM 896288107 6,173 86,671 SH   SOLE   65,162 0 21,509
Triton Intl Ltd Cl A COM G9078F107 7,683 140,377 SH   SOLE   103,973 0 36,404
TTM Technologies Inc COM 87305R109 3,318 251,759 SH   SOLE   187,338 0 64,421
Tyson Foods Inc COM 902494103 32,863 498,456 SH   SOLE   349,611 0 148,845
Ufp Industries Inc COM 90278Q108 6,049 83,827 SH   SOLE   58,575 0 25,252
UGI Corp COM 902681105 18,392 568,880 SH   SOLE   330,578 0 238,302
Ulta Beauty Inc COM 90384S303 36,091 89,959 SH   SOLE   62,761 0 27,198
Union Pacific Corp COM 907818108 7,141 36,652 SH   SOLE   36,652 0 0
United Parcel Service Inc Cl B COM 911312106 211 1,308 SH   SOLE   1,308 0 0
United Rentals Inc COM 911363109 14,115 52,256 SH   SOLE   36,847 0 15,409
United States Steel Corp COM 912909108 5,523 304,795 SH   SOLE   213,464 0 91,331
United Therapeutics Corp COM 91307C102 34,654 165,506 SH   SOLE   115,727 0 49,779
UnitedHealth Group Inc COM 91324P102 6,751 13,368 SH   SOLE   13,368 0 0
Univar Inc COM 91336L107 19,711 866,796 SH   SOLE   617,738 0 249,058
Universal Health Services Inc COM 913903100 24,563 278,554 SH   SOLE   162,425 0 116,129
Unum Group COM 91529Y106 28,991 747,181 SH   SOLE   526,268 0 220,913
Upland Software In COM 91544A109 2,752 338,495 SH   SOLE   252,460 0 86,035
US Foods Holding Corp COM 912008109 26,548 1,004,090 SH   SOLE   581,590 0 422,500
Valvoline Inc COM 92047W101 5,568 219,719 SH   SOLE   153,634 0 66,085
Veritex Holdings Inc COM 923451108 4,925 185,207 SH   SOLE   134,957 0 50,250
Verizon Communications Inc COM 92343V104 17,066 449,465 SH   SOLE   316,729 0 132,736
VICI Properties Inc COM 925652109 19,133 640,956 SH   SOLE   371,561 0 269,395
Visa Inc COM 92826C839 505 2,845 SH   SOLE   2,845 0 0
Vistra Energy Corp COM 92840M102 15,424 734,478 SH   SOLE   519,120 0 215,358
Voya Financial Inc COM 929089100 27,965 462,232 SH   SOLE   323,887 0 138,345
Walmart Inc COM 931142103 336 2,592 SH   SOLE   2,592 0 0
Waste Management Inc COM 94106L109 10,359 64,659 SH   SOLE   64,659 0 0
WESCO Intl Inc COM 95082P105 590 4,939 SH   SOLE   4,939 0 0
Westlake Corporation COM 960413102 5,935 68,318 SH   SOLE   48,627 0 19,691
WestRock Co COM 96145D105 271 8,783 SH   SOLE   8,783 0 0
Williams-Sonoma Inc COM 969904101 33,342 282,918 SH   SOLE   198,257 0 84,661
Worthington Industries Inc COM 981811102 5,870 153,913 SH   SOLE   113,966 0 39,947
WSFS Financial Corp COM 929328102 2,235 48,103 SH   SOLE   35,872 0 12,231
Xerox Corp COM 98421M106 268 20,479 SH   SOLE   20,479 0 0
Yeti Holdings Inc COM 98585X104 5,533 194,004 SH   SOLE   140,389 0 53,615
Zebra Technologies Corp COM 989207105 18,017 68,765 SH   SOLE   40,121 0 28,644
Ziff Davis Inc Com COM 48123V102 206 3,012 SH   SOLE   3,012 0 0
Zimmer Biomet Holdings Inc COM 98956P102 34,728 332,169 SH   SOLE   230,157 0 102,012
Zions Bancorporation COM 989701107 277 5,451 SH   SOLE   5,451 0 0