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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co COM 88579Y101   14,669 122,324 SH   SOLE   85,723 0 36,601
Abbott Laboratories COM 002824100   344 3,131 SH   SOLE   3,131 0 0
AbbVie Inc COM 00287Y109   40,057 247,863 SH   SOLE   173,891 0 73,972
ABM Industries Inc COM 000957100   7,018 158,001 SH   SOLE   117,114 0 40,887
Accel Entertainment Inc Cl A1 COM 00436Q106   79 10,305 SH   SOLE   10,305 0 0
Accenture plc COM G1151C101   307 1,149 SH   SOLE   1,149 0 0
Acco Brands Corp COM 00081T108   103 18,499 SH   SOLE   18,499 0 0
ACI Worldwide Inc COM 004498101   4,308 187,303 SH   SOLE   138,692 0 48,611
Acuity Brands Inc COM 00508Y102   13,911 83,997 SH   SOLE   58,367 0 25,630
Adobe Inc COM 00724F101   301 894 SH   SOLE   894 0 0
Adtalem Global Education Inc COM 00737L103   28,320 797,741 SH   SOLE   505,035 0 292,706
Advanced Micro Devices Inc COM 007903107   208 3,215 SH   SOLE   3,215 0 0
AECOM COM 00766T100   757 8,918 SH   SOLE   8,918 0 0
AerCap Holdings NV COM N00985106   9,717 166,622 SH   SOLE   86,884 0 79,738
Affiliated Managers Group COM 008252108   230 1,453 SH   SOLE   1,453 0 0
AGCO Corp COM 001084102   15,378 110,883 SH   SOLE   77,343 0 33,540
Air Lease Corp Cl A COM 00912X302   7,525 195,850 SH   SOLE   145,603 0 50,247
Alaska Air Group Inc COM 011659109   9,235 215,070 SH   SOLE   112,886 0 102,184
Alight Inc Cl A COM 01626W101   18,686 2,235,122 SH   SOLE   1,158,807 0 1,076,315
Allison Transmission Holdings COM 01973R101   14,083 338,541 SH   SOLE   234,993 0 103,548
Ally Financial Inc COM 02005N100   59,054 2,415,296 SH   SOLE   1,634,804 0 780,492
Alphabet Inc COM 02079K107   1,687 19,009 SH   SOLE   19,009 0 0
Alphabet Inc Cap Stock Cl A COM 02079K305   10,638 120,573 SH   SOLE   120,573 0 0
Amazon.com Inc COM 023135106   943 11,223 SH   SOLE   11,223 0 0
Amcor PLC COM G0250X107   6,252 524,955 SH   SOLE   363,941 0 161,014
Amdocs Ltd COM G02602103   67,257 739,898 SH   SOLE   516,531 0 223,367
American Tower Corp COM 03027X100   13,925 65,728 SH   SOLE   65,728 0 0
Ameriprise Financial Inc COM 03076C106   31,311 100,559 SH   SOLE   69,790 0 30,769
AmerisourceBergen Corp COM 03073E105   39,459 238,120 SH   SOLE   166,753 0 71,367
Amgen Inc COM 031162100   37,180 141,562 SH   SOLE   98,980 0 42,582
Amicus Therapeutics Inc COM 03152W109   2,795 228,880 SH   SOLE   170,223 0 58,657
AMN Healthcare Services Inc COM 001744101   37,867 368,281 SH   SOLE   258,561 0 109,720
Amneal Pharmaceuticals Inc Sto COM 03168L105   62 31,203 SH   SOLE   31,203 0 0
Amphenol Corp COM 032095101   60,553 795,286 SH   SOLE   552,160 0 243,126
ANI Pharmaceuticals Inc COM 00182C103   4,999 124,270 SH   SOLE   92,654 0 31,616
APA Corporation COM 03743Q108   37,677 807,140 SH   SOLE   516,932 0 290,208
Apple Inc COM 037833100   62,134 478,213 SH   SOLE   339,573 0 138,640
Applied Industrial Technologie COM 03820C105   404 3,209 SH   SOLE   3,209 0 0
ArcBest Corp COM 03937C105   243 3,470 SH   SOLE   3,470 0 0
Arch Capital Group Ltd COM G0450A105   29,575 471,084 SH   SOLE   299,850 0 171,234
Arch Resources Inc COM 03940R107   7,693 53,877 SH   SOLE   40,079 0 13,798
Archer-Daniels-Midland Co COM 039483102   6,596 71,042 SH   SOLE   49,893 0 21,149
Arista Networks Inc COM 040413106   62,653 516,303 SH   SOLE   359,427 0 156,876
Assurant Inc COM 04621X108   18,788 150,235 SH   SOLE   78,038 0 72,197
AT&T Inc COM 00206R102   213 11,574 SH   SOLE   11,574 0 0
Ati Inc Com COM 01741R102   4,268 142,917 SH   SOLE   105,883 0 37,034
Atkore Intl Group Inc COM 047649108   13,689 120,694 SH   SOLE   83,984 0 36,710
Autoliv Inc COM 052800109   14,295 186,664 SH   SOLE   130,067 0 56,597
AutoZone Inc COM 053332102   36,707 14,884 SH   SOLE   10,435 0 4,449
AvalonBay Communities Inc COM 053484101   10,423 64,533 SH   SOLE   33,453 0 31,080
Avantor Inc COM 05352A100   16,910 801,821 SH   SOLE   419,742 0 382,079
Avient Corporation COM 05368V106   7,604 225,229 SH   SOLE   168,022 0 57,207
Avis Budget Group COM 053774105   27,259 166,282 SH   SOLE   115,503 0 50,779
Axalta Coating Systems Ltd COM G0750C108   566 22,211 SH   SOLE   22,211 0 0
Axis Capital Holdings Ltd COM G0692U109   43,539 803,753 SH   SOLE   510,018 0 293,735
Baker Hughes Company COM 05722G100   29,566 1,001,232 SH   SOLE   699,334 0 301,898
Bank of America Corp COM 060505104   395 11,929 SH   SOLE   11,929 0 0
Bank Ozk COM 06417N103   31,275 780,711 SH   SOLE   547,241 0 233,470
Beacon Roofing Supply Inc COM 073685109   7,889 149,446 SH   SOLE   109,625 0 39,821
Belden Inc COM 077454106   6,630 92,217 SH   SOLE   68,331 0 23,886
Berkshire Hathaway Inc COM 084670702   17,113 55,400 SH   SOLE   55,400 0 0
Berry Global Group Inc COM 08579W103   6,649 110,032 SH   SOLE   76,821 0 33,211
Biogen Inc COM 09062X103   37,226 134,427 SH   SOLE   93,821 0 40,606
Bjs Whsl Club Holdings Inc COM 05550J101   32,940 497,885 SH   SOLE   347,227 0 150,658
Bloomin' Brands Inc COM 094235108   8,597 427,262 SH   SOLE   318,284 0 108,978
Booz Allen Hamilton Holding Co COM 099502106   62,033 593,500 SH   SOLE   412,930 0 180,570
BorgWarner Inc COM 099724106   14,523 360,824 SH   SOLE   253,116 0 107,708
Boyd Gaming Corp COM 103304101   33,246 609,676 SH   SOLE   425,557 0 184,119
BP p.l.c. COM 055622104   27,891 798,481 SH   SOLE   556,885 0 241,596
Bright Horizons Family Solutio COM 109194100   208 3,293 SH   SOLE   3,293 0 0
Bristol-Myers Squibb Co COM 110122108   35,823 497,894 SH   SOLE   348,124 0 149,770
Bristow Group Inc COM 11040G103   201 7,422 SH   SOLE   7,422 0 0
Broadcom Inc COM 11135F101   403 721 SH   SOLE   721 0 0
Builders FirstSource Inc COM 12008R107   306 4,714 SH   SOLE   4,714 0 0
Cabot Corp COM 127055101   6,192 92,641 SH   SOLE   69,754 0 22,887
CACI International Inc COM 127190304   351 1,169 SH   SOLE   1,169 0 0
Cadence Bank Com COM 12740C103   15,346 622,310 SH   SOLE   458,865 0 163,445
Cadence Design Systems Inc COM 127387108   63,239 393,668 SH   SOLE   274,093 0 119,575
Cannae Holdings Inc COM 13765N107   12,475 604,104 SH   SOLE   449,695 0 154,409
Capital Bancorp Inc MD Com COM 139737100   5,071 215,429 SH   SOLE   158,661 0 56,768
Capital One Financial Corp COM 14040H105   29,917 321,829 SH   SOLE   224,547 0 97,282
Capstar Financial Holdings Inc COM 14070T102   3,332 188,659 SH   SOLE   139,585 0 49,074
Cardinal Health Inc COM 14149Y108   38,161 496,431 SH   SOLE   346,494 0 149,937
Carlisle Cos Inc COM 142339100   39,818 168,973 SH   SOLE   98,917 0 70,056
CarMax Inc COM 143130102   24,601 404,027 SH   SOLE   260,601 0 143,426
Caseys General Stores Inc COM 147528103   33,861 150,931 SH   SOLE   105,229 0 45,702
Catalyst Pharmaceuticals Inc COM 14888U101   257 13,803 SH   SOLE   13,803 0 0
Caterpillar Inc COM 149123101   231 963 SH   SOLE   963 0 0
Cathay General Bancorp COM 149150104   4,263 104,513 SH   SOLE   77,624 0 26,889
Cboe Global Markets Inc COM 12503M108   323 2,576 SH   SOLE   2,576 0 0
CDW Corp COM 12514G108   61,171 342,540 SH   SOLE   238,026 0 104,514
Celanese Corp COM 150870103   6,398 62,582 SH   SOLE   43,571 0 19,011
Centene Corp COM 15135B101   38,103 464,617 SH   SOLE   323,513 0 141,104
Charles Schwab Corp COM 808513105   266 3,191 SH   SOLE   3,191 0 0
Cheniere Energy Inc New COM 16411R208   8,599 57,343 SH   SOLE   29,818 0 27,525
Chevron Corp COM 166764100   641 3,574 SH   SOLE   3,574 0 0
Chicos FAS Inc COM 168615102   80 16,243 SH   SOLE   16,243 0 0
Cigna Corp COM 125523100   50,887 153,578 SH   SOLE   117,268 0 36,310
Cinemark Holdings Inc COM 17243V102   121 13,984 SH   SOLE   13,984 0 0
Cisco Systems Inc COM 17275R102   362 7,607 SH   SOLE   7,607 0 0
Citigroup Inc COM 172967424   30,438 672,950 SH   SOLE   469,682 0 203,268
Citizens Financial Group Inc COM 174610105   31,268 794,210 SH   SOLE   555,413 0 238,797
Clean Harbors Inc COM 184496107   5,858 51,330 SH   SOLE   38,062 0 13,268
Clearwater Paper Corp COM 18538R103   6,135 162,270 SH   SOLE   120,414 0 41,856
CMS Energy Corp COM 125896100   18,752 296,092 SH   SOLE   151,044 0 145,048
CNX Resources Corp COM 12653C108   15,228 904,305 SH   SOLE   670,134 0 234,171
Cognizant Technology Solutions COM 192446102   62,424 1,091,527 SH   SOLE   756,864 0 334,663
Cohu Inc COM 192576106   216 6,736 SH   SOLE   6,736 0 0
Comcast Corp COM 20030N101   281 8,032 SH   SOLE   8,032 0 0
Comerica Inc COM 200340107   31,183 466,468 SH   SOLE   317,871 0 148,597
Commerce Bancshares Inc COM 200525103   242 3,554 SH   SOLE   3,554 0 0
Commercial Metals Co COM 201723103   7,034 145,632 SH   SOLE   103,182 0 42,450
CommVault Systems Inc COM 204166102   206 3,271 SH   SOLE   3,271 0 0
Comstock Resources Inc COM 205768302   164 11,996 SH   SOLE   11,996 0 0
Conduent Inc COM 206787103   5,851 1,444,588 SH   SOLE   1,067,623 0 376,965
ConnectOne Bancorp Inc COM 20786W107   2,919 120,580 SH   SOLE   87,793 0 32,787
ConocoPhillips COM 20825C104   27,821 235,770 SH   SOLE   165,182 0 70,588
Corporate Office Properties Tr COM 22002T108   17,342 668,527 SH   SOLE   491,082 0 177,445
Costco Wholesale Corp COM 22160K105   381 835 SH   SOLE   835 0 0
Crane Holdings Co COM 224441105   15,404 153,348 SH   SOLE   108,117 0 45,231
Credit Acceptance Corp COM 225310101   201 423 SH   SOLE   423 0 0
Cummins Inc COM 231021106   15,318 63,221 SH   SOLE   44,195 0 19,026
Curtiss-Wright Corp COM 231561101   6,916 41,417 SH   SOLE   30,523 0 10,894
CVS Health Corp COM 126650100   35,438 380,282 SH   SOLE   264,743 0 115,539
Danaher Corp COM 235851102   317 1,196 SH   SOLE   1,196 0 0
DaVita Inc COM 23918K108   448 5,999 SH   SOLE   5,999 0 0
Deere & Co COM 244199105   219 510 SH   SOLE   510 0 0
Dicks Sporting Goods Inc COM 253393102   38,557 320,537 SH   SOLE   224,073 0 96,464
Dillard's Inc COM 254067101   36,010 111,416 SH   SOLE   77,825 0 33,591
Diodes Inc COM 254543101   9,599 126,073 SH   SOLE   93,636 0 32,437
Discover Financial Services COM 254709108   29,459 301,121 SH   SOLE   209,740 0 91,381
Dollar General Corp COM 256677105   14,658 59,525 SH   SOLE   59,525 0 0
Donnelley Financial Solutions COM 25787G100   13,688 354,144 SH   SOLE   262,524 0 91,620
Dover Corp COM 260003108   49,165 363,079 SH   SOLE   242,138 0 120,941
Dow Inc COM 260557103   6,524 129,470 SH   SOLE   90,584 0 38,886
DROPBOX INC COM 26210C104   436 19,491 SH   SOLE   19,491 0 0
Dt Midstream Inc Common Stock COM 23345M107   316 5,717 SH   SOLE   5,717 0 0
DXC Technology Co COM 23355L106   379 14,287 SH   SOLE   14,287 0 0
East West Bancorp Inc COM 27579R104   6,089 92,392 SH   SOLE   92,392 0 0
Eastman Chemical Co COM 277432100   20,459 251,215 SH   SOLE   145,945 0 105,270
Edison International COM 281020107   18,393 289,102 SH   SOLE   200,407 0 88,695
Element Solutions Inc COM 28618M106   28,709 1,578,282 SH   SOLE   972,382 0 605,900
Elevance Health Inc COM 036752103   38,486 75,025 SH   SOLE   52,329 0 22,696
EMCOR Group Inc COM 29084Q100   19,824 133,848 SH   SOLE   97,686 0 36,162
Emerson Electric Co COM 291011104   14,807 154,146 SH   SOLE   107,647 0 46,499
Encompass Health Corp COM 29261A100   32,635 545,643 SH   SOLE   336,419 0 209,224
EnerSys COM 29275Y102   11,458 155,179 SH   SOLE   115,018 0 40,161
Enhabit Inc COM 29332G102   3,840 291,829 SH   SOLE   219,551 0 72,278
Enovis Corp COM 194014502   13,485 251,964 SH   SOLE   214,488 0 37,476
Entergy Corp COM 29364G103   19,733 175,404 SH   SOLE   89,971 0 85,433
Envista Holdings Corp COM 29415F104   6,050 179,692 SH   SOLE   132,234 0 47,458
EPR Properties COM 26884U109   3,359 89,051 SH   SOLE   65,107 0 23,944
EQT Corp COM 26884L109   7,928 234,344 SH   SOLE   125,277 0 109,067
Equinix Inc COM 29444U700   8,103 12,371 SH   SOLE   12,371 0 0
Equitable Holdings Inc COM 29452E101   29,922 1,042,587 SH   SOLE   727,077 0 315,510
Esab Corporation Com COM 29605J106   13,840 294,967 SH   SOLE   256,892 0 38,075
Euronet Worldwide Inc COM 298736109   300 3,179 SH   SOLE   3,179 0 0
Evercore Inc Class A COM 29977A105   17,947 164,528 SH   SOLE   103,273 0 61,255
Everest Reinsurance Group Ltd COM G3223R108   428 1,293 SH   SOLE   1,293 0 0
Evergy Inc COM 30034W106   20,717 329,203 SH   SOLE   233,693 0 95,510
Expedia Group Inc COM 30212P303   392 4,470 SH   SOLE   4,470 0 0
Exxon Mobil Corp COM 30231G102   819 7,427 SH   SOLE   7,427 0 0
F&G Annuities & Life Inc COM 30190A104   986 49,298 SH   SOLE   33,776 0 15,522
F.N.B. Corporation COM 302520101   7,768 595,232 SH   SOLE   438,637 0 156,595
Fair Isaac Corp COM 303250104   566 945 SH   SOLE   945 0 0
FedEx Corp COM 31428X106   9,982 57,631 SH   SOLE   57,631 0 0
Fidelity Natl Financial Inc COM 31620R303   42,382 1,126,583 SH   SOLE   719,923 0 406,660
First American Financial Corp COM 31847R102   267 5,092 SH   SOLE   5,092 0 0
First Interstate BancSystem In COM 32055Y201   5,531 143,112 SH   SOLE   106,188 0 36,924
FleetCor Technologies Inc COM 339041105   63,556 346,016 SH   SOLE   241,216 0 104,800
Fortinet Inc COM 34959E109   61,943 1,266,977 SH   SOLE   882,303 0 384,674
Fortive Corp COM 34959J108   37,265 580,004 SH   SOLE   396,421 0 183,583
Franklin Resources Inc COM 354613101   31,459 1,192,517 SH   SOLE   830,438 0 362,079
Gartner Inc COM 366651107   63,496 188,897 SH   SOLE   131,499 0 57,398
General Mills Inc COM 370334104   38,567 459,955 SH   SOLE   320,023 0 139,932
General Motors Co COM 37045V100   4,444 132,099 SH   SOLE   132,099 0 0
Gentex Corp COM 371901109   14,992 549,752 SH   SOLE   385,305 0 164,447
Genuine Parts Co COM 372460105   13,966 80,490 SH   SOLE   56,058 0 24,432
German American Bancorp Inc COM 373865104   5,980 160,309 SH   SOLE   117,417 0 42,892
Global Payments Inc COM 37940X102   32,941 331,665 SH   SOLE   219,077 0 112,588
GoDaddy Inc COM 380237107   17,619 235,488 SH   SOLE   123,164 0 112,324
H&R Block Inc COM 093671105   32,718 896,127 SH   SOLE   628,235 0 267,892
Hancock Whitney Corp COM 410120109   7,197 148,720 SH   SOLE   109,757 0 38,963
Harley-Davidson Inc COM 412822108   32,640 784,620 SH   SOLE   549,280 0 235,340
Hawaiian Electric Industries I COM 419870100   297 7,100 SH   SOLE   7,100 0 0
HCA Healthcare Inc COM 40412C101   50,395 210,015 SH   SOLE   159,887 0 50,128
Helen of Troy Corp Ltd COM G4388N106   5,884 53,049 SH   SOLE   39,229 0 13,820
Henry Jack & Assoc Inc COM 426281101   502 2,859 SH   SOLE   2,859 0 0
Hewlett Packard Enterprise Co COM 42824C109   861 53,949 SH   SOLE   53,949 0 0
Hillenbrand Inc COM 431571108   334 7,839 SH   SOLE   7,839 0 0
Hologic Inc COM 436440101   39,512 528,159 SH   SOLE   370,937 0 157,222
Home Bancshares Inc COM 436893200   3,751 164,582 SH   SOLE   122,194 0 42,388
Honeywell Intl Inc COM 438516106   260 1,212 SH   SOLE   1,212 0 0
Humana Inc COM 444859102   37,021 72,280 SH   SOLE   50,222 0 22,058
Huntsman Corp COM 447011107   6,305 229,448 SH   SOLE   159,395 0 70,053
Ingredion Inc COM 457187102   6,827 69,711 SH   SOLE   48,662 0 21,049
Innovative Industrial Properti COM 45781V101   6,777 66,863 SH   SOLE   49,715 0 17,148
Installed Building Prods Inc COM 45780R101   8,049 94,033 SH   SOLE   69,406 0 24,627
International Paper Co COM 460146103   6,584 190,133 SH   SOLE   135,101 0 55,032
Intl Business Machines Corp COM 459200101   242 1,716 SH   SOLE   1,716 0 0
Intuit Inc COM 461202103   62,551 160,708 SH   SOLE   111,893 0 48,815
Ipg Photonics Corp COM 44980X109   7,257 76,659 SH   SOLE   57,033 0 19,626
Ironwood Pharmaceuticals Inc C COM 46333X108   185 14,903 SH   SOLE   14,903 0 0
ITT Inc COM 45073V108   14,652 180,671 SH   SOLE   133,974 0 46,697
J.M. Smucker Co COM 832696405   39,688 250,462 SH   SOLE   174,358 0 76,104
Jacobs Solutions Inc COM 46982L108   14,528 120,998 SH   SOLE   83,970 0 37,028
Jazz Pharmaceuticals plc COM G50871105   40,543 254,489 SH   SOLE   177,759 0 76,730
Jefferies Financial Group Inc COM 47233W109   29,865 871,208 SH   SOLE   606,741 0 264,467
Johnson & Johnson COM 478160104   794 4,494 SH   SOLE   4,494 0 0
Johnson Controls Intl plc COM G51502105   9,591 149,865 SH   SOLE   149,865 0 0
JPMorgan Chase & Co COM 46625H100   661 4,926 SH   SOLE   4,926 0 0
KeyCorp COM 493267108   32,618 1,872,474 SH   SOLE   1,312,710 0 559,764
Keysight Technologies Inc COM 49338L103   59,999 350,726 SH   SOLE   242,852 0 107,874
Korn Ferry COM 500643200   4,192 82,822 SH   SOLE   62,370 0 20,452
Kraft Heinz Co COM 500754106   40,210 987,724 SH   SOLE   690,327 0 297,397
Kroger Co COM 501044101   37,410 839,155 SH   SOLE   583,380 0 255,775
L3harris Technologies Inc COM 502431109   22,990 110,417 SH   SOLE   67,941 0 42,476
Laboratory Corp of America Hol COM 50540R409   38,484 163,428 SH   SOLE   113,953 0 49,475
Lamar Advertising Co COM 512816109   14,947 158,334 SH   SOLE   83,044 0 75,290
Landstar System Inc COM 515098101   617 3,789 SH   SOLE   3,789 0 0
Lear Corp COM 521865204   14,159 114,169 SH   SOLE   79,579 0 34,590
Leidos Holdings Inc COM 525327102   826 7,851 SH   SOLE   7,851 0 0
Leslies Inc COM 527064109   8,661 709,355 SH   SOLE   528,287 0 181,068
Life Storage Inc COM 53223X107   8,725 88,576 SH   SOLE   46,336 0 42,240
Lilly Eli and Co COM 532457108   543 1,485 SH   SOLE   1,485 0 0
Lincoln Natl Corp COM 534187109   29,675 965,996 SH   SOLE   670,080 0 295,916
Linde PLC COM G5494J103   288 884 SH   SOLE   884 0 0
Littelfuse Inc COM 537008104   24,619 111,804 SH   SOLE   65,355 0 46,449
Livanova PLC COM G5509L101   7,568 136,256 SH   SOLE   100,761 0 35,495
Lockheed Martin Corp COM 539830109   213 438 SH   SOLE   438 0 0
Louisiana-Pacific Corp COM 546347105   6,499 109,776 SH   SOLE   76,697 0 33,079
Lowe's Cos Inc COM 548661107   43,640 219,032 SH   SOLE   166,365 0 52,667
Lumen Technologies Inc COM 550241103   127 24,417 SH   SOLE   24,417 0 0
LyondellBasell Industries N.V. COM N53745100   6,381 76,846 SH   SOLE   53,658 0 23,188
Macy's Inc COM 55616P104   266 12,894 SH   SOLE   12,894 0 0
Magnolia Oil & Gas Corp Cl A COM 559663109   17,474 745,173 SH   SOLE   554,600 0 190,573
Marathon Oil Corp COM 565849106   26,683 985,706 SH   SOLE   690,149 0 295,557
Markel Corp COM 570535104   31,001 23,530 SH   SOLE   17,414 0 6,116
Marriott Intl Inc COM 571903202   33,742 226,625 SH   SOLE   158,360 0 68,265
Marriott Vacations Worldwide C COM 57164Y107   13,393 99,511 SH   SOLE   51,992 0 47,519
Masco Corp COM 574599106   13,680 293,114 SH   SOLE   203,658 0 89,456
Mastercard Incorporated COM 57636Q104   531 1,526 SH   SOLE   1,526 0 0
Matthews Intl Corp Cl A COM 577128101   224 7,373 SH   SOLE   7,373 0 0
McDonalds Corp COM 580135101   348 1,320 SH   SOLE   1,320 0 0
McKesson Corp COM 58155Q103   38,422 102,427 SH   SOLE   71,276 0 31,151
Medical Properties Trust Inc COM 58463J304   8,575 769,787 SH   SOLE   398,422 0 371,365
Medtronic plc COM G5960L103   203 2,610 SH   SOLE   2,610 0 0
Merck & Co Inc COM 58933Y105   493 4,445 SH   SOLE   4,445 0 0
Meritage Homes Corp COM 59001A102   7,774 84,320 SH   SOLE   62,478 0 21,842
Meta Platforms Inc COM 30303M102   488 4,059 SH   SOLE   4,059 0 0
Methode Electronics Inc COM 591520200   6,880 155,052 SH   SOLE   116,395 0 38,657
Metropolitan Bank Holding Corp COM 591774104   5,031 85,750 SH   SOLE   62,079 0 23,671
MGIC Inv Corp WI COM 552848103   245 18,872 SH   SOLE   18,872 0 0
Microsoft Corp COM 594918104   2,959 12,340 SH   SOLE   12,340 0 0
Modine Manufacturing Co COM 607828100   8,769 441,524 SH   SOLE   327,426 0 114,098
Molina Healthcare Inc COM 60855R100   39,638 120,034 SH   SOLE   84,119 0 35,915
Molson Coors Brewing Co COM 60871R209   416 8,075 SH   SOLE   8,075 0 0
Moodys Corp COM 615369105   9,566 34,333 SH   SOLE   34,333 0 0
Moog Inc COM 615394202   8,506 96,926 SH   SOLE   71,758 0 25,168
Morgan Stanley COM 617446448   227 2,670 SH   SOLE   2,670 0 0
Mrc Global Inc COM 55345K103   121 10,443 SH   SOLE   10,443 0 0
Murphy USA Inc COM 626755102   35,689 127,671 SH   SOLE   89,243 0 38,428
National Storage Affiliates Tr COM 637870106   8,478 234,726 SH   SOLE   174,203 0 60,523
NetScout Systems Inc COM 64115T104   202 6,219 SH   SOLE   6,219 0 0
Nexstar Media Group Inc COM 65336K103   44,944 256,780 SH   SOLE   181,776 0 75,004
NMI Holdings Inc Cl A COM 629209305   10,447 499,849 SH   SOLE   369,811 0 130,038
Northwestern Corp COM 668074305   13,177 222,051 SH   SOLE   164,625 0 57,426
Nucor Corp COM 670346105   6,082 46,140 SH   SOLE   32,302 0 13,838
NVIDIA Corp COM 67066G104   322 2,206 SH   SOLE   2,206 0 0
O'Reilly Automotive Inc COM 67103H107   37,081 43,933 SH   SOLE   30,674 0 13,259
Oceaneering Intl Inc COM 675232102   273 15,609 SH   SOLE   15,609 0 0
OceanFirst Financial Corp COM 675234108   6,954 327,265 SH   SOLE   241,388 0 85,877
Old Natl Bancorp COM 680033107   204 11,327 SH   SOLE   11,327 0 0
Old Republic Intl Corp COM 680223104   303 12,528 SH   SOLE   12,528 0 0
Old Second Bancorp Inc COM 680277100   4,424 275,795 SH   SOLE   203,765 0 72,030
Olin Corp COM 680665205   280 5,292 SH   SOLE   5,292 0 0
OneMain Holdings Inc COM 68268W103   30,144 904,966 SH   SOLE   567,253 0 337,713
Open Text Corp COM 683715106   338 11,397 SH   SOLE   11,397 0 0
Oracle Corp COM 68389X105   240 2,939 SH   SOLE   2,939 0 0
Oshkosh Corp COM 688239201   15,360 174,175 SH   SOLE   121,689 0 52,486
OSI Systems Inc COM 671044105   6,566 82,567 SH   SOLE   61,366 0 21,201
Otter Tail Corp COM 689648103   217 3,702 SH   SOLE   3,702 0 0
Ovintiv Inc COM 69047Q102   27,565 543,583 SH   SOLE   379,869 0 163,714
Owens Corning COM 690742101   6,394 74,960 SH   SOLE   53,457 0 21,503
Oxford Industries Inc COM 691497309   6,083 65,278 SH   SOLE   48,555 0 16,723
Packaging Corp of America COM 695156109   6,828 53,381 SH   SOLE   38,030 0 15,351
Parker-Hannifin Corp COM 701094104   15,183 52,175 SH   SOLE   36,437 0 15,738
Patterson-UTI Energy Inc COM 703481101   342 20,292 SH   SOLE   20,292 0 0
Paychex Inc COM 704326107   59,779 517,301 SH   SOLE   358,446 0 158,855
PBF Energy Inc COM 69318G106   305 7,474 SH   SOLE   7,474 0 0
PDC Energy Inc COM 69327R101   32,979 519,519 SH   SOLE   368,364 0 151,155
Penske Automotive Group Inc COM 70959W103   205 1,788 SH   SOLE   1,788 0 0
PepsiCo Inc COM 713448108   462 2,557 SH   SOLE   2,557 0 0
Performance Food Group Co COM 71377A103   8,349 142,993 SH   SOLE   106,098 0 36,895
Pfizer Inc COM 717081103   508 9,920 SH   SOLE   9,920 0 0
Philip Morris Intl Inc COM 718172109   312 3,084 SH   SOLE   3,084 0 0
Photronics Inc COM 719405102   9,891 587,716 SH   SOLE   435,694 0 152,022
Pinnacle Financial Partners In COM 72346Q104   25,908 352,968 SH   SOLE   232,351 0 120,617
Pinnacle West Capital Corp COM 723484101   19,173 252,139 SH   SOLE   175,870 0 76,269
Popular Inc COM 733174700   228 3,438 SH   SOLE   3,438 0 0
Portland General Electric Co COM 736508847   36,742 749,842 SH   SOLE   533,956 0 215,886
Post Holdings Inc COM 737446104   274 3,038 SH   SOLE   3,038 0 0
PPL Corp COM 69351T106   19,378 663,180 SH   SOLE   460,821 0 202,359
Premier Inc COM 74051N102   265 7,589 SH   SOLE   7,589 0 0
Prestige Consmr Healthcare Inc COM 74112D101   10,053 160,584 SH   SOLE   118,633 0 41,951
Principal Financial Group Inc COM 74251V102   244 2,911 SH   SOLE   2,911 0 0
Procter & Gamble Co COM 742718109   642 4,236 SH   SOLE   4,236 0 0
Prog Holdings Inc COM 74319R101   6,146 363,879 SH   SOLE   273,253 0 90,626
Propetro Holding Corp COM 74347M108   173 16,727 SH   SOLE   16,727 0 0
Prosperity Bancshares Inc COM 743606105   15,658 215,443 SH   SOLE   159,375 0 56,068
Public Service Enterprise Grou COM 744573106   20,123 328,433 SH   SOLE   227,979 0 100,454
PulteGroup Inc COM 745867101   486 10,666 SH   SOLE   10,666 0 0
QCR Holdings Inc COM 74727A104   7,807 157,268 SH   SOLE   115,959 0 41,309
QUALCOMM Inc COM 747525103   234 2,129 SH   SOLE   2,129 0 0
Qualys Inc COM 74758T303   304 2,710 SH   SOLE   2,710 0 0
Quanex Building Products Corp COM 747619104   8,138 343,670 SH   SOLE   255,741 0 87,929
Quest Diagnostics Inc COM 74834L100   42,247 270,050 SH   SOLE   190,676 0 79,374
Quidel Corp COM 219798105   13,120 153,144 SH   SOLE   113,809 0 39,335
Ramaco Resources Inc COM 75134P303   4,712 536,036 SH   SOLE   381,767 0 154,269
Raytheon Technologies Corp COM 75513E101   273 2,702 SH   SOLE   2,702 0 0
RBB Bancorp COM 74930B105   4,558 218,604 SH   SOLE   159,470 0 59,134
Regions Financial Corp COM 7591EP100   350 16,218 SH   SOLE   16,218 0 0
Reliance Steel & Aluminum Co COM 759509102   6,866 33,918 SH   SOLE   24,105 0 9,813
Republic Services Inc COM 760759100   28,203 218,646 SH   SOLE   147,314 0 71,332
Ross Stores Inc COM 778296103   35,710 307,658 SH   SOLE   214,851 0 92,807
Ryder System Inc COM 783549108   14,012 167,668 SH   SOLE   116,799 0 50,869
Sabra Health Care REIT Inc COM 78573L106   7,962 640,516 SH   SOLE   471,812 0 168,704
Sandy Spring Bancorp Inc COM 800363103   3,387 96,129 SH   SOLE   70,542 0 25,587
Schein Henry Inc COM 806407102   40,208 503,419 SH   SOLE   354,747 0 148,672
Schlumberger Ltd COM 806857108   7,292 136,410 SH   SOLE   136,410 0 0
Science Applications Intl Corp COM 808625107   12,857 115,906 SH   SOLE   85,903 0 30,003
Sealed Air Corp COM 81211K100   22,734 455,768 SH   SOLE   236,912 0 218,856
SeaWorld Entertainment Inc COM 81282V100   36,222 676,918 SH   SOLE   475,105 0 201,813
Select Energy Svcs Inc Cl A COM 81617J301   200 21,659 SH   SOLE   21,659 0 0
Select Med Holdings Corp COM 81619Q105   214 8,600 SH   SOLE   8,600 0 0
Sempra Energy COM 816851109   18,145 117,411 SH   SOLE   81,794 0 35,617
Servisfirst Bancshares Inc COM 81768T108   1,502 21,790 SH   SOLE   16,066 0 5,724
Shell PLC Spon ADS COM 780259305   27,303 479,417 SH   SOLE   333,578 0 145,839
Signature Bank COM 82669G104   28,326 245,843 SH   SOLE   161,970 0 83,873
Siriuspoint Ltd COM G8192H106   96 16,349 SH   SOLE   16,349 0 0
Six Flags Entertainment Corp COM 83001A102   12,462 536,012 SH   SOLE   400,417 0 135,595
SLM Corp COM 78442P106   39,505 2,379,840 SH   SOLE   1,553,674 0 826,166
SM Energy Co COM 78454L100   26,457 759,595 SH   SOLE   531,967 0 227,628
Snap-on Inc COM 833034101   14,660 64,159 SH   SOLE   44,775 0 19,384
Sonoco Products Co COM 835495102   6,361 104,775 SH   SOLE   72,903 0 31,872
Southern First Bancshares Inc COM 842873101   4,247 92,833 SH   SOLE   67,870 0 24,963
SP Plus Corp COM 78469C103   6,598 190,030 SH   SOLE   143,707 0 46,323
SPX Technologies Inc COM 78473E103   14,050 214,020 SH   SOLE   159,988 0 54,032
SS&C Technologies Holdings Inc COM 78467J100   532 10,212 SH   SOLE   10,212 0 0
STAG Industrial Inc COM 85254J102   48,487 1,500,670 SH   SOLE   982,300 0 518,370
Starbucks Corp COM 855244109   221 2,230 SH   SOLE   2,230 0 0
Steel Dynamics Inc COM 858119100   6,355 65,045 SH   SOLE   45,334 0 19,711
Stock Yards Bancorp Inc COM 861025104   1,744 26,834 SH   SOLE   20,101 0 6,733
Synchrony Financial COM 87165B103   30,243 920,356 SH   SOLE   643,910 0 276,446
Sysco Corp COM 871829107   9,997 130,771 SH   SOLE   130,771 0 0
T-Mobile US Inc COM 872590104   18,909 135,065 SH   SOLE   94,348 0 40,717
Taylor Morrison Home Corp COM 87724P106   230 7,580 SH   SOLE   7,580 0 0
TE Connectivity Ltd Reg COM H84989104   60,744 529,133 SH   SOLE   367,260 0 161,873
Teledyne Technologies Inc COM 879360105   17,201 43,011 SH   SOLE   22,031 0 20,980
Tenet Healthcare Corp New COM 88033G407   467 9,581 SH   SOLE   9,581 0 0
Teradata Corp COM 88076W103   254 7,542 SH   SOLE   7,542 0 0
Tesla Inc COM 88160R101   537 4,361 SH   SOLE   4,361 0 0
Texas Instruments Inc COM 882508104   72,702 440,033 SH   SOLE   331,030 0 109,003
The Chemours Co COM 163851108   6,651 217,222 SH   SOLE   151,402 0 65,820
The First of Long Island Corp COM 320734106   1,639 91,074 SH   SOLE   66,676 0 24,398
The Goldman Sachs Group Inc COM 38141G104   30,677 89,339 SH   SOLE   62,246 0 27,093
The Hanover Insurance Group In COM 410867105   10,236 75,751 SH   SOLE   55,390 0 20,361
The Hartford Financial Service COM 416515104   32,248 425,266 SH   SOLE   295,724 0 129,542
The Home Depot Inc COM 437076102   575 1,822 SH   SOLE   1,822 0 0
The Timken Co COM 887389104   15,499 219,310 SH   SOLE   154,012 0 65,298
The Walt Disney Co COM 254687106   284 3,272 SH   SOLE   3,272 0 0
Thermo Fisher Scientific Inc COM 883556102   387 703 SH   SOLE   703 0 0
Toll Brothers Inc COM 889478103   399 7,999 SH   SOLE   7,999 0 0
TOTAL SE SPONSORED ADS COM 89151E109   29,145 469,481 SH   SOLE   326,200 0 143,281
Tractor Supply Co COM 892356106   38,783 172,392 SH   SOLE   120,592 0 51,800
TransDigm Group Inc COM 893641100   12,966 20,593 SH   SOLE   10,665 0 9,928
Travel Leisure Co COM 894164102   23,086 634,228 SH   SOLE   332,110 0 302,118
Trinet Group Inc COM 896288107   7,343 108,310 SH   SOLE   81,400 0 26,910
TripAdvisor Inc COM 896945201   205 11,404 SH   SOLE   11,404 0 0
Triton Intl Ltd Cl A COM G9078F107   9,365 136,162 SH   SOLE   100,644 0 35,518
TTM Technologies Inc COM 87305R109   3,594 238,335 SH   SOLE   179,295 0 59,040
Ufp Industries Inc COM 90278Q108   6,451 81,400 SH   SOLE   56,569 0 24,831
UGI Corp COM 902681105   18,398 496,317 SH   SOLE   258,242 0 238,075
Ulta Beauty Inc COM 90384S303   36,191 77,155 SH   SOLE   53,669 0 23,486
Union Pacific Corp COM 907818108   8,865 42,810 SH   SOLE   42,810 0 0
United Parcel Service Inc Cl B COM 911312106   231 1,331 SH   SOLE   1,331 0 0
United Rentals Inc COM 911363109   15,363 43,225 SH   SOLE   30,680 0 12,545
United States Steel Corp COM 912909108   6,433 256,813 SH   SOLE   178,687 0 78,126
United Therapeutics Corp COM 91307C102   39,812 143,163 SH   SOLE   99,929 0 43,234
UnitedHealth Group Inc COM 91324P102   7,124 13,437 SH   SOLE   13,437 0 0
Univar Inc COM 91336L107   19,701 619,534 SH   SOLE   439,590 0 179,944
Universal Health Services Inc COM 913903100   26,211 186,036 SH   SOLE   96,714 0 89,322
Unum Group COM 91529Y106   32,537 793,012 SH   SOLE   554,825 0 238,187
US Foods Holding Corp COM 912008109   25,794 758,214 SH   SOLE   395,938 0 362,276
Valvoline Inc COM 92047W101   6,962 213,217 SH   SOLE   148,193 0 65,024
Vanda Pharmaceuticals Inc COM 921659108   81 11,004 SH   SOLE   11,004 0 0
Vector Group Ltd COM 92240M108   139 11,717 SH   SOLE   11,717 0 0
Veritex Holdings Inc COM 923451108   5,087 181,173 SH   SOLE   132,973 0 48,200
Verizon Communications Inc COM 92343V104   20,335 516,122 SH   SOLE   361,931 0 154,191
VICI Properties Inc COM 925652109   15,496 478,268 SH   SOLE   246,073 0 232,195
Vir Biotechnology Inc COM 92764N102   233 9,202 SH   SOLE   9,202 0 0
Visa Inc COM 92826C839   596 2,869 SH   SOLE   2,869 0 0
Vistra Energy Corp COM 92840M102   19,587 844,249 SH   SOLE   595,847 0 248,402
Walmart Inc COM 931142103   387 2,731 SH   SOLE   2,731 0 0
Waste Management Inc COM 94106L109   10,156 64,739 SH   SOLE   64,739 0 0
Wells Fargo & Co COM 949746101   273 6,603 SH   SOLE   6,603 0 0
WESCO Intl Inc COM 95082P105   618 4,939 SH   SOLE   4,939 0 0
Westlake Corporation COM 960413102   6,772 66,045 SH   SOLE   47,000 0 19,045
WestRock Co COM 96145D105   312 8,886 SH   SOLE   8,886 0 0
Worthington Industries Inc COM 981811102   7,278 146,402 SH   SOLE   109,320 0 37,082
WSFS Financial Corp COM 929328102   2,081 45,907 SH   SOLE   33,676 0 12,231
Wyndham Hotels & Resorts Inc COM 98311A105   35,088 492,043 SH   SOLE   343,096 0 148,947
Xerox Corp COM 98421M106   299 20,479 SH   SOLE   20,479 0 0
Yeti Holdings Inc COM 98585X104   7,330 177,445 SH   SOLE   132,654 0 44,791
Zebra Technologies Corp COM 989207105   20,872 81,402 SH   SOLE   42,472 0 38,930
Ziff Davis Inc Com COM 48123V102   237 2,990 SH   SOLE   2,990 0 0
Zimmer Biomet Holdings Inc COM 98956P102   33,261 260,870 SH   SOLE   179,022 0 81,848
Zions Bancorporation COM 989701107   303 6,173 SH   SOLE   6,173 0 0