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
AAR CORP COM 000361105   92,215,546 1,540,263 SH   SOLE   1,072,797 159,345 308,121
ACUITY BRANDS INC COM 00508Y102   74,912,788 278,766 SH   SOLE   156,487 4,125 118,154
ADVANCED ENERGY INDS COM 007973100   151,154,552 1,482,198 SH   SOLE   964,710 113,940 403,548
ADVANCED MICRO DEVICES INC COM 007903107   1,502,579 8,325 SH   SOLE   500 780 7,045
AFLAC INC COM 001055102   508,463 5,922 SH   SOLE   2,930 1,477 1,515
AGILENT TECHNOLOGIES INC COM 00846U101   68,451,687 470,426 SH   SOLE   255,198 81,106 134,122
AIR LEASE CORP CL A 00912X302   108,724,356 2,113,615 SH   SOLE   1,160,940 251,374 701,301
AKAMAI TECHNOLOGIES INC COM 00971T101   228,714,231 2,102,926 SH   SOLE   1,274,534 481,366 347,026
ALBANY INTL CORP CL A 012348108   237,426,004 2,539,044 SH   SOLE   1,693,833 339,773 505,438
ALBEMARLE CORP COM 012653101   141,108,690 1,071,115 SH   SOLE   667,465 280,364 123,286
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   55,457,469 430,203 SH   SOLE   193,388 80,244 156,571
ALPHABET INC CAP STK CL A 02079K305   411,435 2,726 SH   SOLE   2,726 0 0
ALPHABET INC CAP STK CL C 02079K107   350,503 2,302 SH   SOLE   2,302 0 0
AMAZON COM INC COM 023135106   815,859 4,523 SH   SOLE   4,523 0 0
AMBEV SA SPONSORED ADR 02319V103   2,277,751 918,448 SH   SOLE   915,844 2,604 0
AMERICAN TOWER CORP NEW COM 03027X100   2,455,846 12,429 SH   SOLE   7,460 858 4,111
AMERICOLD REALTY TRUST INC COM 03064D108   44,282,466 1,776,985 SH   SOLE   963,819 301,989 511,177
AMKOR TECHNOLOGY INC COM 031652100   75,696,006 2,347,891 SH   SOLE   1,618,910 234,354 494,627
ANSYS INC COM 03662Q105   205,524,622 592,017 SH   SOLE   380,292 128,164 83,561
APPLE INC COM 037833100   1,223,338 7,134 SH   SOLE   7,134 0 0
APPLIED MATLS INC COM 038222105   96,425,723 467,564 SH   SOLE   217,137 148,192 102,235
ARC DOCUMENT SOLUTIONS INC COM 00191G103   32,381 11,690 SH   SOLE   0 0 11,690
ARCHROCK INC COM 03957W106   275,536,475 14,007,955 SH   SOLE   9,754,836 2,755,912 1,497,207
ARROW ELECTRS INC COM 042735100   177,946,007 1,374,525 SH   SOLE   869,709 294,698 210,118
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   28,278,358 2,573,099 SH   SOLE   1,969,681 1,798 601,620
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,085,124 3,179 SH   SOLE   3,162 17 0
ATMOS ENERGY CORP COM 049560105   52,140,424 438,634 SH   SOLE   199,486 87,423 151,725
AUTODESK INC COM 052769106   9,223,034 35,416 SH   SOLE   10,183 0 25,233
AUTOMATIC DATA PROCESSING IN COM 053015103   2,417,483 9,680 SH   SOLE   8,078 782 820
AVNET INC COM 053807103   71,528,124 1,442,681 SH   SOLE   722,206 227,167 493,308
BAIDU INC SPON ADR REP A 056752108   71,872,445 682,679 SH   SOLE   510,204 73 172,402
BANCO BRADESCO S A SP ADR PFD NEW 059460303   62,004,897 21,680,034 SH   SOLE   16,225,326 1,633 5,453,075
BANCOLOMBIA S A SPON ADR PREF 05968L102   89,802,280 2,624,263 SH   SOLE   2,010,072 264 613,927
BANK AMERICA CORP COM 060505104   1,455,748 38,390 SH   SOLE   33,819 2,999 1,572
BARCLAYS PLC ADR 06738E204   1,645,387 174,115 SH   SOLE   173,182 933 0
BATH & BODY WORKS INC COM 070830104   65,167,706 1,302,833 SH   SOLE   602,162 275,400 425,271
BECTON DICKINSON & CO COM 075887109   1,593,331 6,439 SH   SOLE   5,493 426 520
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   335,154 797 SH   SOLE   797 0 0
BHP GROUP LTD SPONSORED ADS 088606108   4,828,134 83,691 SH   SOLE   81,673 143 1,875
BIO RAD LABS INC CL A 090572207   178,090,538 514,906 SH   SOLE   338,849 108,030 68,027
BOEING CO COM 097023105   406,437 2,106 SH   SOLE   375 0 1,731
BORGWARNER INC COM 099724106   115,011,599 3,310,639 SH   SOLE   2,026,315 796,954 487,370
BOSTON PROPERTIES INC COM 101121101   136,799,958 2,094,625 SH   SOLE   1,263,724 516,029 314,872
BOX INC CL A 10316T104   207,882,224 7,340,474 SH   SOLE   5,111,249 1,345,593 883,632
BROADCOM INC COM 11135F101   275,685 208 SH   SOLE   208 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   74,608,987 364,195 SH   SOLE   175,889 101,050 87,256
CABOT CORP COM 127055101   302,720,444 3,283,302 SH   SOLE   2,212,400 473,726 597,176
CANADIAN NATL RY CO COM 136375102   112,277,346 852,141 SH   SOLE   622,821 72 229,248
CARNIVAL CORP UNIT 99/99/9999 143658300   74,631,348 4,567,402 SH   SOLE   3,528,148 454 1,038,800
CASELLA WASTE SYS INC CL A 147448104   161,043,609 1,628,842 SH   SOLE   1,133,223 168,280 327,339
CATALENT INC COM 148806102   12,829,053 227,264 SH   SOLE   58 303 226,903
CBRE GROUP INC CL A 12504L109   348,352,381 3,582,398 SH   SOLE   2,129,897 722,022 730,479
CENCORA INC COM 03073E105   68,703,964 282,744 SH   SOLE   153,286 48,940 80,518
CENTENE CORP DEL COM 15135B101   85,924,142 1,094,854 SH   SOLE   761,857 265,977 67,020
CF INDS HLDGS INC COM 125269100   177,557,991 2,133,854 SH   SOLE   1,428,250 578,110 127,494
CHAMPIONX CORPORATION COM 15872M104   41,807,400 1,164,876 SH   SOLE   629,671 200,565 334,640
CHARLES RIV LABS INTL INC COM 159864107   242,164,543 893,761 SH   SOLE   545,644 200,234 147,883
CHECK POINT SOFTWARE TECH LT ORD M22465104   114,743,528 699,613 SH   SOLE   507,067 83 192,463
CHEESECAKE FACTORY INC COM 163072101   99,586,128 2,754,803 SH   SOLE   1,902,653 279,290 572,860
CHUBB LIMITED COM H1467J104   513,337 1,981 SH   SOLE   1,287 459 235
CIRRUS LOGIC INC COM 172755100   122,029,346 1,318,381 SH   SOLE   923,150 300,704 94,527
COMCAST CORP NEW CL A 20030N101   487,731 11,251 SH   SOLE   6,560 3,104 1,587
CONMED CORP COM 207410101   189,878,329 2,371,108 SH   SOLE   1,592,509 318,035 460,564
CONNECTONE BANCORP INC COM 20786W107   4,080,473 209,255 SH   SOLE   174,450 32,116 2,689
CONSTELLATION ENERGY CORP COM 21037T109   365,633 1,978 SH   SOLE   165 1,201 612
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108   129,344,498 5,351,448 SH   SOLE   3,662,580 943,336 745,532
CORE LABORATORIES INC COM 21867A105   52,788,849 3,090,682 SH   SOLE   2,040,347 281,926 768,409
CORNING INC COM 219350105   1,733,168 52,584 SH   SOLE   43,793 5,185 3,606
COTERRA ENERGY INC COM 127097103   53,489,704 1,918,569 SH   SOLE   1,148,685 368,824 401,060
CRACKER BARREL OLD CTRY STOR COM 22410J106   148,106,717 2,036,391 SH   SOLE   1,399,069 305,345 331,977
CSX CORP COM 126408103   87,800,740 2,368,512 SH   SOLE   1,085,825 724,888 557,799
CTS CORP COM 126501105   78,836,565 1,684,902 SH   SOLE   1,158,555 173,295 353,052
CUMMINS INC COM 231021106   90,286,948 306,421 SH   SOLE   127,388 93,402 85,631
D R HORTON INC COM 23331A109   338,152,225 2,055,012 SH   SOLE   1,185,163 475,913 393,936
DARDEN RESTAURANTS INC COM 237194105   262,867,110 1,572,642 SH   SOLE   885,203 361,287 326,152
DARLING INGREDIENTS INC COM 237266101   156,231,508 3,359,095 SH   SOLE   2,232,684 277,619 848,792
DEERE & CO COM 244199105   5,027,458 12,240 SH   SOLE   1,976 0 10,264
DENNYS CORP COM 24869P104   12,831,706 1,432,110 SH   SOLE   1,037,656 167,432 227,022
DENTSPLY SIRONA INC COM 24906P109   40,375,336 1,216,491 SH   SOLE   658,888 208,273 349,330
DIAGEO PLC SPON ADR NEW 25243Q205   238,579 1,604 SH   SOLE   1,543 61 0
DIAMONDBACK ENERGY INC COM 25278X109   60,358,420 304,579 SH   SOLE   294,709 7,821 2,049
DIGI INTL INC COM 253798102   58,812,538 1,841,921 SH   SOLE   1,113,896 70,257 657,768
DIODES INC COM 254543101   178,703,259 2,534,798 SH   SOLE   1,786,247 429,686 318,865
DISNEY WALT CO COM 254687106   8,362,327 68,342 SH   SOLE   17,081 1,431 49,830
DOLLAR TREE INC COM 256746108   322,889 2,425 SH   SOLE   2,425 0 0
DOVER CORP COM 260003108   70,370,122 397,145 SH   SOLE   215,266 67,306 114,573
DUKE ENERGY CORP NEW COM NEW 26441C204   1,020,871 10,556 SH   SOLE   8,863 1,018 675
EASTGROUP PPTYS INC COM 277276101   55,041,619 306,178 SH   SOLE   185,803 13,254 107,121
EASTMAN CHEM CO COM 277432100   220,478,287 2,199,943 SH   SOLE   1,336,535 482,786 380,622
ECOPETROL S A SPONSORED ADS 279158109   6,047,908 510,803 SH   SOLE   169,069 0 341,734
ELBIT SYS LTD ORD M3760D101   1,059,980 5,042 SH   SOLE   5,042 0 0
ELEVANCE HEALTH INC COM 036752103   3,682,153 7,101 SH   SOLE   4,160 617 2,324
ELI LILLY & CO COM 532457108   352,416 453 SH   SOLE   453 0 0
ENERSYS COM 29275Y102   108,321,533 1,146,745 SH   SOLE   808,901 124,276 213,568
ENTEGRIS INC COM 29362U104   259,586,515 1,847,065 SH   SOLE   1,092,505 206,696 547,864
ENTERPRISE FINL SVCS CORP COM 293712105   76,909,020 1,896,179 SH   SOLE   1,306,186 191,861 398,132
ENVESTNET INC COM 29404K106   84,393,343 1,457,319 SH   SOLE   1,003,047 148,536 305,736
EOG RES INC COM 26875P101   216,689 1,695 SH   SOLE   315 912 468
EQUINOR ASA SPONSORED ADR 29446M102   104,484,573 3,865,504 SH   SOLE   2,874,401 410 990,693
ESSEX PPTY TR INC COM 297178105   14,212,689 58,056 SH   SOLE   12,762 40,297 4,997
EVEREST GROUP LTD COM G3223R108   92,728,403 233,279 SH   SOLE   180,755 49 52,475
EVERQUOTE INC COM CL A 30041R108   12,912,081 695,694 SH   SOLE   591,473 96,521 7,700
EXPRO GROUP HOLDINGS NV COM N3144W105   92,105,594 4,612,198 SH   SOLE   3,180,725 463,669 967,804
EXXON MOBIL CORP COM 30231G102   2,663,058 22,910 SH   SOLE   20,219 1,780 911
FACTSET RESH SYS INC COM 303075105   33,762,994 74,304 SH   SOLE   17,875 38,188 18,241
FB FINL CORP COM 30257X104   17,640,057 468,403 SH   SOLE   334,251 55,637 78,515
FIRST MERCHANTS CORP COM 320817109   91,379,682 2,618,329 SH   SOLE   1,790,850 262,730 564,749
FIRSTCASH HOLDINGS INC COM 33768G107   291,870,699 2,288,464 SH   SOLE   1,552,304 319,757 416,403
FLEX LTD ORD Y2573F102   117,674,475 4,113,054 SH   SOLE   1,879,488 691,753 1,541,813
FLOWSERVE CORP COM 34354P105   116,791,335 2,556,728 SH   SOLE   1,652,319 297,908 606,501
FORMFACTOR INC COM 346375108   277,942,232 6,091,217 SH   SOLE   4,222,591 966,688 901,938
FOUR CORNERS PPTY TR INC COM 35086T109   59,438,364 2,429,030 SH   SOLE   1,705,942 240,289 482,799
FRANKLIN ELEC INC COM 353514102   162,740,736 1,523,647 SH   SOLE   1,055,532 160,631 307,484
GATX CORP COM 361448103   408,770,189 3,049,841 SH   SOLE   1,920,009 549,028 580,804
GENERAL DYNAMICS CORP COM 369550108   63,919,295 226,271 SH   SOLE   122,528 39,238 64,505
GLOBAL PMTS INC COM 37940X102   77,653,653 580,979 SH   SOLE   277,468 164,110 139,401
GOLDMAN SACHS GROUP INC COM 38141G104   8,074,783 19,332 SH   SOLE   5,725 442 13,165
HACKETT GROUP INC COM 404609109   11,873,126 488,606 SH   SOLE   416,385 66,690 5,531
HDFC BANK LTD SPONSORED ADS 40415F101   69,910,448 1,249,070 SH   SOLE   979,243 144 269,683
HEARTLAND FINL USA INC COM 42234Q102   91,500,301 2,603,138 SH   SOLE   1,701,803 201,039 700,296
HELEN OF TROY LTD COM G4388N106   74,734,869 648,515 SH   SOLE   452,600 66,724 129,191
HELMERICH & PAYNE INC COM 423452101   126,103,829 2,998,189 SH   SOLE   1,983,408 351,146 663,635
HESS CORP COM 42809H107   17,146,203 112,331 SH   SOLE   23,982 78,753 9,596
HEXCEL CORP NEW COM 428291108   342,373,437 4,699,704 SH   SOLE   3,090,722 773,207 835,775
HOLOGIC INC COM 436440101   141,421,623 1,814,028 SH   SOLE   1,275,612 434,639 103,777
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   1,649,252 44,299 SH   SOLE   44,059 240 0
HORACE MANN EDUCATORS CORP N COM 440327104   51,762,067 1,399,353 SH   SOLE   988,756 152,884 257,713
HOULIHAN LOKEY INC CL A 441593100   411,682,698 3,211,504 SH   SOLE   2,138,585 548,433 524,486
HSBC HLDGS PLC SPON ADR NEW 404280406   1,744,829 44,330 SH   SOLE   44,093 237 0
HUMANA INC COM 444859102   16,687,287 48,129 SH   SOLE   11,979 22,623 13,527
HUNTINGTON INGALLS INDS INC COM 446413106   182,747,901 626,987 SH   SOLE   386,835 138,980 101,172
ICICI BANK LIMITED ADR 45104G104   112,946,168 4,276,644 SH   SOLE   3,384,059 667 891,918
ICON PLC SHS G4705A100   179,686,553 534,861 SH   SOLE   387,153 67 147,641
INFOSYS LTD SPONSORED ADR 456788108   2,195,887 122,470 SH   SOLE   122,470 0 0
ING GROEP N.V. SPONSORED ADR 456837103   408,721 24,786 SH   SOLE   24,786 0 0
INSPERITY INC COM 45778Q107   141,521,636 1,291,138 SH   SOLE   918,289 287,582 85,267
INTEGER HLDGS CORP COM 45826H109   136,629,830 1,170,979 SH   SOLE   807,265 117,019 246,695
INTEL CORP COM 458140100   2,075,505 46,989 SH   SOLE   38,396 5,070 3,523
INTERCONTINENTAL EXCHANGE IN COM 45866F104   107,054,672 778,976 SH   SOLE   350,589 247,187 181,200
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   1,571,693 14,875 SH   SOLE   14,875 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   655,375 3,432 SH   SOLE   1,516 746 1,170
INTUIT COM 461202103   17,447,950 26,843 SH   SOLE   8,587 0 18,256
ISHARES INC MSCI STH KOR ETF 464286772   1,867,134 27,822 SH   SOLE   27,822 0 0
ISHARES TR MSCI EAFE ETF 464287465   1,013,184 12,687 SH   SOLE   0 0 12,687
ISHARES TR MSCI EMG MKT ETF 464287234   4,003,821 97,464 SH   SOLE   90,675 0 6,789
ISHARES TR RUS 2000 VAL ETF 464287630   4,826,077 30,389 SH   SOLE   0 30,389 0
ISHARES TR RUS MDCP VAL ETF 464287473   10,076,156 80,397 SH   SOLE   0 80,397 0
ISHARES TR RUS MID CAP ETF 464287499   535,317 6,366 SH   SOLE   0 6,366 0
ISHARES TR RUSSELL 2000 ETF 464287655   1,409,851 6,704 SH   SOLE   0 6,704 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   9,997,530 1,442,645 SH   SOLE   1,425,399 1,547 15,699
JACK IN THE BOX INC COM 466367109   14,966,852 218,558 SH   SOLE   127,706 19,272 71,580
JPMORGAN CHASE & CO COM 46625H100   9,729,773 48,576 SH   SOLE   17,468 1,099 30,009
KEYCORP COM 493267108   159,532,291 10,090,594 SH   SOLE   6,055,289 2,126,294 1,909,011
KEYSIGHT TECHNOLOGIES INC COM 49338L103   72,105,254 461,090 SH   SOLE   250,305 78,775 132,010
KIMBALL ELECTRONICS INC COM 49428J109   14,295,863 660,317 SH   SOLE   499,937 70,019 90,361
KIMBERLY-CLARK CORP COM 494368103   568,622 4,396 SH   SOLE   1,288 909 2,199
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   757,500 37,875 SH   SOLE   37,875 0 0
KROGER CO COM 501044101   261,370 4,575 SH   SOLE   4,575 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   457,952 2,149 SH   SOLE   125 0 2,024
LABORATORY CORP AMER HLDGS COM NEW 50540R409   72,395,459 331,390 SH   SOLE   154,134 97,832 79,424
LITTELFUSE INC COM 537008104   105,240,003 434,248 SH   SOLE   299,781 45,827 88,640
LKQ CORP COM 501889208   53,584,010 1,003,258 SH   SOLE   469,414 175,454 358,390
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   213,685 82,504 SH   SOLE   82,504 0 0
LUMENTUM HLDGS INC COM 55024U109   80,027,040 1,690,117 SH   SOLE   907,062 146,166 636,889
LUXFER HLDGS PLC SHS G5698W116   5,193,223 500,793 SH   SOLE   416,653 77,744 6,396
MAGNA INTL INC COM 559222401   61,862,017 1,135,091 SH   SOLE   866,773 108 268,210
MASCO CORP COM 574599106   177,136,399 2,245,644 SH   SOLE   1,150,263 393,211 702,170
MEDIAALPHA INC CL A 58450V104   4,975,760 244,269 SH   SOLE   55,749 0 188,520
MERITAGE HOMES CORP COM 59001A102   122,956,051 700,764 SH   SOLE   481,596 73,527 145,641
META PLATFORMS INC CL A 30303M102   495,777 1,021 SH   SOLE   1,021 0 0
MGP INGREDIENTS INC NEW COM 55303J106   8,107,934 94,136 SH   SOLE   78,578 12,851 2,707
MICROSOFT CORP COM 594918104   1,508,281 3,585 SH   SOLE   3,585 0 0
MONOLITHIC PWR SYS INC COM 609839105   197,045,220 290,876 SH   SOLE   205,386 69,304 16,186
MOOG INC CL A 615394202   357,176,803 2,237,249 SH   SOLE   1,498,961 331,772 406,516
MORGAN STANLEY COM NEW 617446448   10,269,938 109,069 SH   SOLE   26,884 3,582 78,603
MURPHY OIL CORP COM 626717102   125,099,591 2,737,409 SH   SOLE   1,475,400 334,570 927,439
MYRIAD GENETICS INC COM 62855J104   83,852,797 3,933,058 SH   SOLE   2,694,067 950,109 288,882
NAPCO SEC TECHNOLOGIES INC COM 630402105   385,536 9,600 SH   SOLE   0 0 9,600
NEWPARK RES INC COM PAR $.01NEW 651718504   460,766 63,818 SH   SOLE   63,818 0 0
NEXTRACKER INC CLASS A COM 65290E101   46,592,517 828,017 SH   SOLE   393,075 170,064 264,878
NICE LTD SPONSORED ADR 653656108   26,759,419 102,676 SH   SOLE   102,614 62 0
NORFOLK SOUTHN CORP COM 655844108   10,418,575 40,878 SH   SOLE   10,787 714 29,377
NORTHERN TR CORP COM 665859104   8,294,190 93,277 SH   SOLE   19,822 65,075 8,380
NOV INC COM 62955J103   78,888,909 4,041,440 SH   SOLE   2,065,090 670,574 1,305,776
NOVARTIS AG SPONSORED ADR 66987V109   80,822,848 835,551 SH   SOLE   600,686 89 234,776
NVIDIA CORPORATION COM 67066G104   1,023,733 1,133 SH   SOLE   1,133 0 0
NXP SEMICONDUCTORS N V COM N6596X109   338,206 1,365 SH   SOLE   1,365 0 0
OCCIDENTAL PETE CORP COM 674599105   445,181 6,850 SH   SOLE   6,850 0 0
OCEANEERING INTL INC COM 675232102   123,082,853 5,259,951 SH   SOLE   2,998,091 445,877 1,815,983
ON SEMICONDUCTOR CORP COM 682189105   190,938,889 2,596,042 SH   SOLE   1,599,555 834,528 161,959
ONEOK INC NEW COM 682680103   23,903,648 298,162 SH   SOLE   43,204 140,453 114,505
OXFORD INDS INC COM 691497309   14,218,263 126,497 SH   SOLE   91,967 15,881 18,649
PACKAGING CORP AMER COM 695156109   50,356,415 265,341 SH   SOLE   144,083 45,814 75,444
PAPA JOHNS INTL INC COM 698813102   114,849,569 1,724,468 SH   SOLE   1,218,001 392,273 114,194
PARSONS CORP DEL COM 70202L102   175,746,746 2,118,707 SH   SOLE   1,415,240 219,600 483,867
PEBBLEBROOK HOTEL TR COM 70509V100   76,810,806 4,984,478 SH   SOLE   3,256,915 381,876 1,345,687
PEDIATRIX MEDICAL GROUP INC COM 58502B106   48,053,690 4,790,996 SH   SOLE   3,327,316 449,077 1,014,603
PENN ENTERTAINMENT INC COM 707569109   71,713,402 3,938,133 SH   SOLE   2,828,511 840,446 269,176
PERFORMANCE FOOD GROUP CO COM 71377A103   56,135,475 752,083 SH   SOLE   422,223 10,991 318,869
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   49,834,257 3,276,414 SH   SOLE   2,549,202 0 727,212
PINNACLE FINL PARTNERS INC COM 72346Q104   56,261,877 655,122 SH   SOLE   320,342 105,186 229,594
PLEXUS CORP COM 729132100   72,548,868 765,122 SH   SOLE   525,406 78,970 160,746
POPULAR INC COM NEW 733174700   62,889,477 713,923 SH   SOLE   333,713 143,909 236,301
PPG INDS INC COM 693506107   1,454,797 10,040 SH   SOLE   8,630 932 478
PROCTER AND GAMBLE CO COM 742718109   211,087 1,301 SH   SOLE   1,301 0 0
PROGRESSIVE CORP COM 743315103   144,032,137 696,413 SH   SOLE   294,324 211,411 190,678
PRUDENTIAL PLC ADR 74435K204   726,807 37,717 SH   SOLE   37,514 203 0
QIAGEN NV SHS NEW N72482149   147,352,734 3,427,605 SH   SOLE   2,221,516 739,148 466,941
RAYMOND JAMES FINL INC COM 754730109   316,965,731 2,468,196 SH   SOLE   1,473,015 529,229 465,952
REINSURANCE GRP OF AMERICA I COM NEW 759351604   497,225,545 2,577,901 SH   SOLE   1,609,422 481,355 487,124
RELX PLC SPONSORED ADR 759530108   3,245,538 74,972 SH   SOLE   74,584 388 0
RENAISSANCERE HLDGS LTD COM G7496G103   135,880,010 578,139 SH   SOLE   278,507 102,903 196,729
REPUBLIC SVCS INC COM 760759100   241,696,637 1,262,519 SH   SOLE   783,875 264,979 213,665
RESTAURANT BRANDS INTL INC COM 76131D103   69,627,042 876,363 SH   SOLE   627,861 136 248,366
RIO TINTO PLC SPONSORED ADR 767204100   88,978,554 1,395,961 SH   SOLE   1,011,180 122 384,659
ROGERS COMMUNICATIONS INC CL B 775109200   1,419,995 34,634 SH   SOLE   34,520 114 0
ROYAL CARIBBEAN GROUP COM V7780T103   29,862,823 214,825 SH   SOLE   54,278 142,032 18,515
RTX CORPORATION COM 75513E101   785,507 8,054 SH   SOLE   5,045 1,988 1,021
RYDER SYS INC COM 783549108   222,679,499 1,852,729 SH   SOLE   1,291,978 352,572 208,179
S & T BANCORP INC COM 783859101   7,703,563 240,136 SH   SOLE   202,442 34,584 3,110
SABRE CORP COM 78573M104   49,647,950 20,515,682 SH   SOLE   13,378,822 2,063,524 5,073,336
SANMINA CORPORATION COM 801056102   70,416,985 1,132,470 SH   SOLE   694,185 56,401 381,884
SAP SE SPON ADR 803054204   530,872 2,722 SH   SOLE   2,722 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   150,665,443 695,272 SH   SOLE   453,962 150,496 90,814
SCHLUMBERGER LTD COM STK 806857108   10,438,619 190,451 SH   SOLE   56,455 3,269 130,727
SCHNEIDER NATIONAL INC CL B 80689H102   39,067,607 1,725,601 SH   SOLE   872,234 274,775 578,592
SCOTTS MIRACLE-GRO CO CL A 810186106   232,210,082 3,113,153 SH   SOLE   1,876,236 460,269 776,648
SEALED AIR CORP NEW COM 81211K100   93,014,062 2,500,378 SH   SOLE   1,257,804 389,026 853,548
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   47,573,376 1,294,866 SH   SOLE   700,115 220,368 374,383
SHELL PLC SPON ADS 780259305   2,416,859 36,051 SH   SOLE   35,858 193 0
SKYWORKS SOLUTIONS INC COM 83088M102   68,722,649 634,441 SH   SOLE   325,796 101,015 207,630
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   2,210,302 87,157 SH   SOLE   86,911 246 0
SMITH A O CORP COM 831865209   176,588,851 1,973,942 SH   SOLE   1,384,880 474,821 114,241
SNAP ON INC COM 833034101   275,398,696 929,710 SH   SOLE   562,301 203,294 164,115
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   50,112,131 1,019,368 SH   SOLE   817,784 0 201,584
SONOCO PRODS CO COM 835495102   149,275,149 2,580,829 SH   SOLE   1,637,930 600,748 342,151
SONY GROUP CORP SPONSORED ADR 835699307   2,174,624 25,363 SH   SOLE   25,266 97 0
SOUTHERN CO COM 842587107   1,013,399 14,126 SH   SOLE   11,603 1,403 1,120
SOUTHSTATE CORPORATION COM 840441109   123,587,109 1,453,453 SH   SOLE   984,299 142,253 326,901
SPDR SER TR S&P OILGAS EXP 78468R556   6,211,763 40,094 SH   SOLE   0 0 40,094
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   143,952,412 3,990,918 SH   SOLE   2,609,964 865,662 515,292
SPX TECHNOLOGIES INC COM 78473E103   127,162,631 1,032,751 SH   SOLE   715,203 106,011 211,537
STAG INDL INC COM 85254J102   137,415,120 3,574,795 SH   SOLE   2,321,169 284,730 968,896
STEELCASE INC CL A 858155203   10,609,698 811,139 SH   SOLE   571,492 101,879 137,768
STERICYCLE INC COM 858912108   129,766,055 2,460,020 SH   SOLE   1,610,383 547,428 302,209
STIFEL FINL CORP COM 860630102   229,199,052 2,932,059 SH   SOLE   1,686,776 451,306 793,977
STMICROELECTRONICS N V NY REGISTRY 861012102   511,702 11,834 SH   SOLE   11,834 0 0
SYNOPSYS INC COM 871607107   187,046,807 327,291 SH   SOLE   142,867 74,544 109,880
SYSCO CORP COM 871829107   75,695,885 932,445 SH   SOLE   419,228 251,553 261,664
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   42,645,281 313,453 SH   SOLE   225,585 148 87,720
TARGET CORP COM 87612E106   391,457 2,209 SH   SOLE   235 0 1,974
TECHTARGET INC COM 87874R100   15,426,064 466,326 SH   SOLE   347,190 52,066 67,070
TELEDYNE TECHNOLOGIES INC COM 879360105   165,316,535 385,066 SH   SOLE   269,269 89,712 26,085
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   2,087,893 378,928 SH   SOLE   371,547 831 6,550
TESLA INC COM 88160R101   245,227 1,395 SH   SOLE   1,395 0 0
TIMKEN CO COM 887389104   113,277,893 1,295,641 SH   SOLE   839,275 98,327 358,039
TJX COS INC NEW COM 872540109   80,934,174 798,010 SH   SOLE   361,442 257,708 178,860
TRAVELERS COMPANIES INC COM 89417E109   305,396 1,327 SH   SOLE   120 797 410
TRINET GROUP INC COM 896288107   119,020,404 898,335 SH   SOLE   592,870 70,036 235,429
TRIUMPH FINANCIAL INC COM 89679E300   10,216,495 128,801 SH   SOLE   107,249 19,898 1,654
TRUSTMARK CORP COM 898402102   93,880,401 3,339,751 SH   SOLE   2,301,113 338,182 700,456
UFP TECHNOLOGIES INC COM 902673102   428,740 1,700 SH   SOLE   0 0 1,700
ULTA BEAUTY INC COM 90384S303   62,106,117 118,777 SH   SOLE   65,868 19,781 33,128
UNILEVER PLC SPON ADR NEW 904767704   2,060,852 41,061 SH   SOLE   40,839 222 0
UNION PAC CORP COM 907818108   10,251,100 41,683 SH   SOLE   12,874 755 28,054
UNITED BANKSHARES INC WEST V COM 909907107   149,572,101 4,179,159 SH   SOLE   2,675,119 293,007 1,211,033
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   92,605,236 3,518,436 SH   SOLE   2,446,157 328,375 743,904
UNITED FIRE GROUP INC COM 910340108   27,560,624 1,265,991 SH   SOLE   903,363 144,552 218,076
UNITEDHEALTH GROUP INC COM 91324P102   10,093,365 20,403 SH   SOLE   3,902 391 16,110
VANECK ETF TRUST OIL SERVICES ETF 92189H607   2,003,181 5,956 SH   SOLE   0 0 5,956
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   8,838,165 50,426 SH   SOLE   0 50,426 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   770,604 2,965 SH   SOLE   0 2,965 0
VIAVI SOLUTIONS INC COM 925550105   8,438,302 928,306 SH   SOLE   773,375 143,047 11,884
VISA INC COM CL A 92826C839   216,008 774 SH   SOLE   774 0 0
VORNADO RLTY TR SH BEN INT 929042109   74,403,708 2,586,156 SH   SOLE   1,276,944 438,913 870,299
WEBSTER FINL CORP COM 947890109   155,997,121 3,072,624 SH   SOLE   1,921,720 750,931 399,973
WEC ENERGY GROUP INC COM 92939U106   143,557,339 1,748,141 SH   SOLE   1,053,392 438,825 255,924
WESBANCO INC COM 950810101   42,529,510 1,426,686 SH   SOLE   865,470 65,267 495,949
WOLVERINE WORLD WIDE INC COM 978097103   58,643,882 5,231,390 SH   SOLE   3,325,192 360,600 1,545,598
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   4,341,857 217,419 SH   SOLE   216,408 336 675
WOODWARD INC COM 980745103   207,358,905 1,345,438 SH   SOLE   879,010 296,340 170,088
WSFS FINL CORP COM 929328102   14,674,156 325,081 SH   SOLE   276,334 44,954 3,793
XP INC CL A G98239109   14,155,981 551,675 SH   SOLE   544,778 241 6,656
YUM CHINA HLDGS INC COM 98850P109   65,644,816 1,666,279 SH   SOLE   1,268,920 259 397,100
ZYNEX INC COM 98986M103   146,881 11,874 SH   SOLE   0 0 11,874