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   13,092,081 124,556 SH   SOLE   85,838 0 38,718
Abbott Laboratories COM 002824100   315,627 3,117 SH   SOLE   3,117 0 0
AbbVie Inc COM 00287Y109   37,972,612 238,267 SH   SOLE   164,349 0 73,918
ABM Industries Inc COM 000957100   6,736,551 149,901 SH   SOLE   109,306 0 40,595
Accenture plc COM G1151C101   337,542 1,181 SH   SOLE   1,181 0 0
Acco Brands Corp COM 00081T108   110,241 20,722 SH   SOLE   20,722 0 0
ACI Worldwide Inc COM 004498101   4,709,035 174,538 SH   SOLE   126,595 0 47,943
Acuity Brands Inc COM 00508Y102   13,790,085 75,467 SH   SOLE   52,685 0 22,782
Adobe Inc COM 00724F101   339,126 880 SH   SOLE   880 0 0
Adtalem Global Education Inc COM 00737L103   24,892,444 644,548 SH   SOLE   374,431 0 270,117
Advanced Micro Devices Inc COM 007903107   310,986 3,173 SH   SOLE   3,173 0 0
AECOM COM 00766T100   755,170 8,956 SH   SOLE   8,956 0 0
AerCap Holdings NV COM N00985106   8,046,007 143,091 SH   SOLE   63,780 0 79,311
Affiliated Managers Group COM 008252108   212,633 1,493 SH   SOLE   1,493 0 0
AGCO Corp COM 001084102   14,110,013 104,364 SH   SOLE   72,492 0 31,872
Air Lease Corp Cl A COM 00912X302   7,350,536 186,704 SH   SOLE   136,489 0 50,215
Alaska Air Group Inc COM 011659109   8,357,089 199,168 SH   SOLE   88,728 0 110,440
Alight Inc Cl A COM 01626W101   17,756,908 1,928,003 SH   SOLE   851,688 0 1,076,315
Alliant Energy Corp COM 018802108   17,585,314 329,313 SH   SOLE   146,668 0 182,645
Allison Transmission Holdings COM 01973R101   21,129,025 467,043 SH   SOLE   330,454 0 136,589
Ally Financial Inc COM 02005N100   51,652,273 2,026,374 SH   SOLE   1,324,442 0 701,932
Alphabet Inc COM 02079K107   1,993,472 19,168 SH   SOLE   19,168 0 0
Alphabet Inc Cap Stock Cl A COM 02079K305   6,192,474 59,698 SH   SOLE   59,698 0 0
Altria Group Inc COM 02209S103   206,368 4,625 SH   SOLE   4,625 0 0
Amazon.com Inc COM 023135106   1,178,126 11,406 SH   SOLE   11,406 0 0
Amcor PLC COM G0250X107   6,041,733 530,908 SH   SOLE   367,600 0 163,308
Amdocs Ltd COM G02602103   75,194,467 783,031 SH   SOLE   540,786 0 242,245
American Express Co COM 025816109   226,476 1,373 SH   SOLE   1,373 0 0
American Tower Corp COM 03027X100   14,763,361 72,249 SH   SOLE   72,249 0 0
Ameriprise Financial Inc COM 03076C106   31,446,594 102,599 SH   SOLE   70,798 0 31,801
AmerisourceBergen Corp COM 03073E105   38,500,371 240,462 SH   SOLE   163,687 0 76,775
Amgen Inc COM 031162100   39,341,428 162,736 SH   SOLE   111,972 0 50,764
Amicus Therapeutics Inc COM 03152W109   2,411,565 217,454 SH   SOLE   159,418 0 58,036
AMN Healthcare Services Inc COM 001744101   6,479,757 78,107 SH   SOLE   58,258 0 19,849
Amphenol Corp COM 032095101   76,126,920 931,558 SH   SOLE   646,851 0 284,707
ANI Pharmaceuticals Inc COM 00182C103   4,724,495 118,945 SH   SOLE   87,329 0 31,616
APA Corporation COM 03743Q108   29,939,897 830,280 SH   SOLE   504,517 0 325,763
Apple Inc COM 037833100   81,886,372 496,582 SH   SOLE   350,806 0 145,776
Applied Industrial Technologie COM 03820C105   494,186 3,477 SH   SOLE   3,477 0 0
Applied Materials Inc COM 038222105   215,321 1,753 SH   SOLE   1,753 0 0
ArcBest Corp COM 03937C105   320,420 3,467 SH   SOLE   3,467 0 0
Arch Capital Group Ltd COM G0450A105   22,542,070 332,136 SH   SOLE   209,438 0 122,698
Arch Resources Inc COM 03940R107   6,727,071 51,172 SH   SOLE   37,493 0 13,679
Archer-Daniels-Midland Co COM 039483102   5,975,615 75,014 SH   SOLE   52,343 0 22,671
Arista Networks Inc COM 040413106   73,879,718 440,127 SH   SOLE   302,349 0 137,778
Assurant Inc COM 04621X108   18,817,250 156,719 SH   SOLE   69,937 0 86,782
AT&T Inc COM 00206R102   227,554 11,821 SH   SOLE   11,821 0 0
Ati Inc Com COM 01741R102   5,297,860 134,259 SH   SOLE   97,791 0 36,468
Atkore Intl Group Inc COM 047649108   13,818,737 98,368 SH   SOLE   68,416 0 29,952
Autoliv Inc COM 052800109   14,462,678 154,913 SH   SOLE   107,847 0 47,066
AutoNation Inc COM 05329W102   27,945,536 207,990 SH   SOLE   144,817 0 63,173
AutoZone Inc COM 053332102   29,706,743 12,085 SH   SOLE   8,411 0 3,674
AvalonBay Communities Inc COM 053484101   9,270,022 55,159 SH   SOLE   24,736 0 30,423
Avantor Inc COM 05352A100   14,578,609 689,622 SH   SOLE   307,543 0 382,079
Avient Corporation COM 05368V106   7,838,757 190,446 SH   SOLE   139,035 0 51,411
Avis Budget Group COM 053774105   29,773,232 152,840 SH   SOLE   105,383 0 47,457
Axalta Coating Systems Ltd COM G0750C108   671,862 22,181 SH   SOLE   22,181 0 0
Axis Capital Holdings Ltd COM G0692U109   36,986,804 678,408 SH   SOLE   404,437 0 273,971
Baker Hughes Company COM 05722G100   24,990,451 865,920 SH   SOLE   601,787 0 264,133
Bank of America Corp COM 060505104   368,311 12,878 SH   SOLE   12,878 0 0
Bank Ozk COM 06417N103   27,028,123 790,296 SH   SOLE   540,323 0 249,973
Beacon Roofing Supply Inc COM 073685109   8,405,663 142,832 SH   SOLE   103,677 0 39,155
Belden Inc COM 077454106   7,594,891 87,529 SH   SOLE   63,701 0 23,828
Berkshire Hathaway Inc COM 084670702   16,055,731 51,999 SH   SOLE   51,999 0 0
Berry Global Group Inc COM 08579W103   6,004,089 101,937 SH   SOLE   70,953 0 30,984
Biogen Inc COM 09062X103   39,376,277 141,626 SH   SOLE   97,531 0 44,095
Bjs Whsl Club Holdings Inc COM 05550J101   29,774,330 391,407 SH   SOLE   271,593 0 119,814
BlackRock Inc COM 09247X101   234,192 350 SH   SOLE   350 0 0
Bloomin' Brands Inc COM 094235108   8,913,426 347,502 SH   SOLE   254,837 0 92,665
Booking Holdings Inc COM 09857L108   217,498 82 SH   SOLE   82 0 0
Booz Allen Hamilton Holding Co COM 099502106   70,186,629 757,219 SH   SOLE   523,945 0 233,274
BorgWarner Inc COM 099724106   14,452,042 294,279 SH   SOLE   205,469 0 88,810
Box Inc Cl A COM 10316T104   258,390 9,645 SH   SOLE   9,645 0 0
Boyd Gaming Corp COM 103304101   30,956,238 482,786 SH   SOLE   336,354 0 146,432
BP p.l.c. COM 055622104   25,591,592 674,528 SH   SOLE   467,348 0 207,180
Bright Horizons Family Solutio COM 109194100   250,679 3,256 SH   SOLE   3,256 0 0
Bristol-Myers Squibb Co COM 110122108   38,144,481 550,346 SH   SOLE   377,232 0 173,114
Bristow Group Inc COM 11040G103   200,637 8,957 SH   SOLE   8,957 0 0
Broadcom Inc COM 11135F101   462,550 721 SH   SOLE   721 0 0
Builders FirstSource Inc COM 12008R107   6,052,310 68,172 SH   SOLE   48,428 0 19,744
Cabot Corp COM 127055101   6,678,256 87,138 SH   SOLE   64,517 0 22,621
CACI International Inc COM 127190304   339,537 1,146 SH   SOLE   1,146 0 0
Cadence Bank Com COM 12740C103   12,916,644 622,189 SH   SOLE   453,898 0 168,291
Cadence Design Systems Inc COM 127387108   78,268,189 372,546 SH   SOLE   258,682 0 113,864
Campbell Soup Co COM 134429109   430,438 7,829 SH   SOLE   7,829 0 0
Cannae Holdings Inc COM 13765N107   12,402,628 614,600 SH   SOLE   449,550 0 165,050
Capital Bancorp Inc MD Com COM 139737100   3,501,239 210,411 SH   SOLE   153,643 0 56,768
Capital One Financial Corp COM 14040H105   31,379,797 326,329 SH   SOLE   224,430 0 101,899
Capstar Financial Holdings Inc COM 14070T102   2,743,544 181,092 SH   SOLE   132,153 0 48,939
Cardinal Health Inc COM 14149Y108   38,015,987 503,523 SH   SOLE   344,510 0 159,013
Carlisle Cos Inc COM 142339100   35,095,559 155,242 SH   SOLE   83,034 0 72,208
CarMax Inc COM 143130102   21,814,061 339,360 SH   SOLE   208,360 0 131,000
Caseys General Stores Inc COM 147528103   31,059,196 143,487 SH   SOLE   99,791 0 43,696
Catalyst Pharmaceuticals Inc COM 14888U101   248,335 14,978 SH   SOLE   14,978 0 0
Caterpillar Inc COM 149123101   229,755 1,004 SH   SOLE   1,004 0 0
Cathay General Bancorp COM 149150104   3,518,486 101,926 SH   SOLE   75,037 0 26,889
Cboe Global Markets Inc COM 12503M108   315,061 2,347 SH   SOLE   2,347 0 0
CDW Corp COM 12514G108   69,872,353 358,522 SH   SOLE   248,715 0 109,807
Celanese Corp COM 150870103   5,781,841 53,098 SH   SOLE   36,997 0 16,101
Centene Corp COM 15135B101   35,808,655 566,503 SH   SOLE   390,531 0 175,972
Cheniere Energy Inc New COM 16411R208   7,835,872 49,720 SH   SOLE   22,212 0 27,508
Chevron Corp COM 166764100   548,218 3,360 SH   SOLE   3,360 0 0
Chicos FAS Inc COM 168615102   87,511 15,911 SH   SOLE   15,911 0 0
Cinemark Holdings Inc COM 17243V102   198,467 13,419 SH   SOLE   13,419 0 0
Circor Intl Inc COM 17273K109   201,658 6,480 SH   SOLE   6,480 0 0
Cisco Systems Inc COM 17275R102   404,870 7,745 SH   SOLE   7,745 0 0
Citigroup Inc COM 172967424   32,212,211 686,974 SH   SOLE   475,635 0 211,339
Citizens Financial Group Inc COM 174610105   27,236,484 896,822 SH   SOLE   618,005 0 278,817
Clearwater Paper Corp COM 18538R103   5,178,462 154,951 SH   SOLE   113,396 0 41,555
Cleveland Cliffs Inc COM 185899101   5,484,996 299,236 SH   SOLE   208,731 0 90,505
CMS Energy Corp COM 125896100   17,418,355 283,779 SH   SOLE   126,089 0 157,690
CNX Resources Corp COM 12653C108   14,781,654 922,700 SH   SOLE   673,179 0 249,521
Cohu Inc COM 192576106   204,235 5,320 SH   SOLE   5,320 0 0
Comcast Corp COM 20030N101   326,253 8,606 SH   SOLE   8,606 0 0
Comerica Inc COM 200340107   19,997,255 460,554 SH   SOLE   309,103 0 151,451
Commerce Bancshares Inc COM 200525103   238,710 4,091 SH   SOLE   4,091 0 0
Commercial Metals Co COM 201723103   5,978,416 122,258 SH   SOLE   85,997 0 36,261
Comstock Resources Inc COM 205768302   158,656 14,704 SH   SOLE   14,704 0 0
Conduent Inc COM 206787103   4,625,588 1,348,568 SH   SOLE   974,324 0 374,244
ConnectOne Bancorp Inc COM 20786W107   2,047,061 115,784 SH   SOLE   83,410 0 32,374
ConocoPhillips COM 20825C104   24,720,453 249,173 SH   SOLE   173,466 0 75,707
Corporate Office Properties Tr COM 22002T108   15,064,480 635,364 SH   SOLE   459,074 0 176,290
Costco Wholesale Corp COM 22160K105   453,145 912 SH   SOLE   912 0 0
Crane Holdings Co COM 224441105   14,259,119 125,631 SH   SOLE   88,690 0 36,941
Credit Acceptance Corp COM 225310101   203,195 466 SH   SOLE   466 0 0
Cummins Inc COM 231021106   13,960,386 58,441 SH   SOLE   40,847 0 17,594
Curtiss-Wright Corp COM 231561101   6,896,878 39,129 SH   SOLE   28,329 0 10,800
CVS Health Corp COM 126650100   36,116,221 486,021 SH   SOLE   336,383 0 149,638
Danaher Corp COM 235851102   301,440 1,196 SH   SOLE   1,196 0 0
DaVita Inc COM 23918K108   485,200 5,982 SH   SOLE   5,982 0 0
Deckers Outdoor Corp COM 243537107   28,449,322 63,284 SH   SOLE   43,804 0 19,480
Deere & Co COM 244199105   221,717 537 SH   SOLE   537 0 0
Dicks Sporting Goods Inc COM 253393102   28,597,078 201,544 SH   SOLE   140,696 0 60,848
Dillard's Inc COM 254067101   26,801,082 87,107 SH   SOLE   60,521 0 26,586
Diodes Inc COM 254543101   8,759,420 94,431 SH   SOLE   68,726 0 25,705
Discover Financial Services COM 254709108   30,695,454 310,557 SH   SOLE   214,993 0 95,564
Dollar General Corp COM 256677105   13,736,093 65,267 SH   SOLE   65,267 0 0
Donnelley Financial Solutions COM 25787G100   14,166,162 346,700 SH   SOLE   253,192 0 93,508
Dover Corp COM 260003108   48,404,893 318,579 SH   SOLE   203,882 0 114,697
Dow Inc COM 260557103   6,024,882 109,903 SH   SOLE   76,642 0 33,261
DROPBOX INC COM 26210C104   377,939 17,481 SH   SOLE   17,481 0 0
Dt Midstream Inc Common Stock COM 23345M107   11,232,811 227,523 SH   SOLE   104,737 0 122,786
DXC Technology Co COM 23355L106   310,861 12,162 SH   SOLE   12,162 0 0
East West Bancorp Inc COM 27579R104   12,500,154 225,228 SH   SOLE   153,015 0 72,213
Eastman Chemical Co COM 277432100   18,477,292 219,081 SH   SOLE   117,242 0 101,839
Edison International COM 281020107   17,121,463 242,548 SH   SOLE   169,497 0 73,051
Element Solutions Inc COM 28618M106   26,945,367 1,395,410 SH   SOLE   801,509 0 593,901
Elevance Health Inc COM 036752103   37,339,331 81,206 SH   SOLE   56,269 0 24,937
Embecta Corp Common Stock COM 29082K105   204,685 7,279 SH   SOLE   7,279 0 0
EMCOR Group Inc COM 29084Q100   22,130,613 136,113 SH   SOLE   98,780 0 37,333
Emerson Electric Co COM 291011104   14,349,257 164,669 SH   SOLE   114,186 0 50,483
Encompass Health Corp COM 29261A100   27,389,640 506,278 SH   SOLE   289,583 0 216,695
EnerSys COM 29275Y102   12,843,384 147,829 SH   SOLE   107,854 0 39,975
Enhabit Inc COM 29332G102   3,844,891 276,412 SH   SOLE   204,134 0 72,278
Enovis Corp COM 194014502   11,383,153 212,809 SH   SOLE   181,882 0 30,927
Envista Holdings Corp COM 29415F104   6,847,564 167,504 SH   SOLE   120,893 0 46,611
EPR Properties COM 26884U109   3,216,669 84,427 SH   SOLE   60,650 0 23,777
EQT Corp COM 26884L109   6,338,475 198,636 SH   SOLE   89,830 0 108,806
Equinix Inc COM 29444U700   5,983,190 8,298 SH   SOLE   8,298 0 0
Equitable Holdings Inc COM 29452E101   29,084,753 1,145,520 SH   SOLE   794,821 0 350,699
Equitrans Midstream Corp COM 294600101   231,975 40,134 SH   SOLE   40,134 0 0
Esab Corporation Com COM 29605J106   13,392,173 226,717 SH   SOLE   196,169 0 30,548
Essent Group Ltd COM G3198U102   222,558 5,557 SH   SOLE   5,557 0 0
Euronet Worldwide Inc COM 298736109   302,354 2,702 SH   SOLE   2,702 0 0
Evercore Inc Class A COM 29977A105   14,392,386 124,739 SH   SOLE   70,956 0 53,783
Everest Reinsurance Group Ltd COM G3223R108   418,883 1,170 SH   SOLE   1,170 0 0
Evergy Inc COM 30034W106   16,880,672 276,189 SH   SOLE   193,221 0 82,968
Expedia Group Inc COM 30212P303   428,290 4,414 SH   SOLE   4,414 0 0
Exxon Mobil Corp COM 30231G102   772,884 7,048 SH   SOLE   7,048 0 0
F.N.B. Corporation COM 302520101   6,610,086 569,835 SH   SOLE   413,310 0 156,525
Fair Isaac Corp COM 303250104   526,315 749 SH   SOLE   749 0 0
FedEx Corp COM 31428X106   11,100,044 48,580 SH   SOLE   48,580 0 0
Fidelity Natl Financial Inc COM 31620R303   41,744,214 1,195,082 SH   SOLE   752,250 0 442,832
First Interstate BancSystem In COM 32055Y201   4,131,131 138,350 SH   SOLE   101,426 0 36,924
FirstEnergy Corp COM 337932107   16,309,187 407,119 SH   SOLE   282,581 0 124,538
FleetCor Technologies Inc COM 339041105   71,003,527 336,749 SH   SOLE   232,265 0 104,484
Ford Motor Co COM 345370860   134,669 10,688 SH   SOLE   10,688 0 0
Fortinet Inc COM 34959E109   79,872,558 1,201,814 SH   SOLE   831,830 0 369,984
Fortive Corp COM 34959J108   35,477,645 520,429 SH   SOLE   345,123 0 175,306
Franklin Resources Inc COM 354613101   31,057,779 1,152,850 SH   SOLE   792,457 0 360,393
Gartner Inc COM 366651107   72,534,971 222,657 SH   SOLE   154,213 0 68,444
General Mills Inc COM 370334104   39,761,718 465,267 SH   SOLE   318,880 0 146,387
General Motors Co COM 37045V100   4,893,075 133,399 SH   SOLE   133,399 0 0
Gentex Corp COM 371901109   14,041,993 500,963 SH   SOLE   347,152 0 153,811
Genuine Parts Co COM 372460105   13,834,529 82,688 SH   SOLE   57,227 0 25,461
German American Bancorp Inc COM 373865104   5,175,153 155,084 SH   SOLE   112,221 0 42,863
Global Payments Inc COM 37940X102   31,970,754 303,789 SH   SOLE   191,201 0 112,588
GoDaddy Inc COM 380237107   15,733,715 202,441 SH   SOLE   90,117 0 112,324
Grand Canyon Ed Inc COM 38526M106   211,854 1,860 SH   SOLE   1,860 0 0
H&R Block Inc COM 093671105   29,912,692 848,587 SH   SOLE   594,132 0 254,455
Hancock Whitney Corp COM 410120109   5,918,640 162,600 SH   SOLE   118,619 0 43,981
Harley-Davidson Inc COM 412822108   330,643 8,708 SH   SOLE   8,708 0 0
Hawaiian Electric Industries I COM 419870100   258,010 6,719 SH   SOLE   6,719 0 0
HCA Healthcare Inc COM 40412C101   10,028,541 38,033 SH   SOLE   38,033 0 0
Helmerich & Payne Inc COM 423452101   4,486,947 125,509 SH   SOLE   91,900 0 33,609
Henry Jack & Assoc Inc COM 426281101   496,773 3,296 SH   SOLE   3,296 0 0
Hewlett Packard Enterprise Co COM 42824C109   751,721 47,189 SH   SOLE   47,189 0 0
Hillenbrand Inc COM 431571108   371,780 7,822 SH   SOLE   7,822 0 0
Hologic Inc COM 436440101   39,353,516 487,652 SH   SOLE   339,560 0 148,092
Home Bancshares Inc COM 436893200   3,452,433 159,025 SH   SOLE   116,637 0 42,388
Honeywell Intl Inc COM 438516106   235,078 1,230 SH   SOLE   1,230 0 0
Humana Inc COM 444859102   36,663,396 75,523 SH   SOLE   52,347 0 23,176
Huntsman Corp COM 447011107   5,502,096 201,100 SH   SOLE   139,025 0 62,075
Ingredion Inc COM 457187102   5,955,172 58,539 SH   SOLE   40,138 0 18,401
Innovative Industrial Properti COM 45781V101   6,087,787 80,113 SH   SOLE   58,206 0 21,907
Installed Building Prods Inc COM 45780R101   9,014,528 79,054 SH   SOLE   57,640 0 21,414
International Paper Co COM 460146103   6,214,833 172,347 SH   SOLE   122,431 0 49,916
Interpublic Group of Cos Inc COM 460690100   31,543,099 847,022 SH   SOLE   585,528 0 261,494
Intl Business Machines Corp COM 459200101   232,947 1,777 SH   SOLE   1,777 0 0
Intuit Inc COM 461202103   76,757,659 172,168 SH   SOLE   118,604 0 53,564
Ipg Photonics Corp COM 44980X109   8,864,139 71,885 SH   SOLE   52,798 0 19,087
Ironwood Pharmaceuticals Inc C COM 46333X108   216,312 20,562 SH   SOLE   20,562 0 0
ITT Inc COM 45073V108   13,156,867 152,455 SH   SOLE   111,291 0 41,164
J.M. Smucker Co COM 832696405   37,884,624 240,736 SH   SOLE   165,802 0 74,934
Jacobs Solutions Inc COM 46982L108   13,427,398 114,266 SH   SOLE   78,830 0 35,436
Jazz Pharmaceuticals plc COM G50871105   39,928,774 272,868 SH   SOLE   186,837 0 86,031
Jefferies Financial Group Inc COM 47233W109   30,157,698 950,148 SH   SOLE   654,898 0 295,250
Johnson & Johnson COM 478160104   699,825 4,515 SH   SOLE   4,515 0 0
Johnson Controls Intl plc COM G51502105   9,314,408 154,673 SH   SOLE   154,673 0 0
JPMorgan Chase & Co COM 46625H100   317,826 2,439 SH   SOLE   2,439 0 0
Keysight Technologies Inc COM 49338L103   70,374,760 435,811 SH   SOLE   302,912 0 132,899
KLA-Tencor Corp COM 482480100   73,528,312 184,203 SH   SOLE   126,803 0 57,400
Knight-Swift Trans Holdings In COM 499049104   13,207,639 233,433 SH   SOLE   161,719 0 71,714
Korn Ferry COM 500643200   5,078,591 98,156 SH   SOLE   72,393 0 25,763
Kroger Co COM 501044101   39,279,858 795,622 SH   SOLE   549,095 0 246,527
L3harris Technologies Inc COM 502431109   19,557,867 99,663 SH   SOLE   57,246 0 42,417
Laboratory Corp of America Hol COM 50540R409   38,112,168 166,124 SH   SOLE   115,197 0 50,927
Lamar Advertising Co COM 512816109   13,117,854 131,323 SH   SOLE   58,304 0 73,019
Landstar System Inc COM 515098101   573,991 3,202 SH   SOLE   3,202 0 0
Lear Corp COM 521865204   14,391,602 103,173 SH   SOLE   71,693 0 31,480
Leidos Holdings Inc COM 525327102   789,138 8,572 SH   SOLE   8,572 0 0
Lennar Corp COM 526057104   28,256,196 268,825 SH   SOLE   186,023 0 82,802
Leslies Inc COM 527064109   9,679,023 879,112 SH   SOLE   642,725 0 236,387
Life Storage Inc COM 53223X107   8,397,494 64,059 SH   SOLE   28,616 0 35,443
Lilly Eli and Co COM 532457108   508,605 1,481 SH   SOLE   1,481 0 0
Linde PLC COM G54950103   314,209 884 SH   SOLE   884 0 0
Littelfuse Inc COM 537008104   23,847,410 88,953 SH   SOLE   47,847 0 41,106
Livanova PLC COM G5509L101   5,656,466 129,795 SH   SOLE   94,300 0 35,495
Lockheed Martin Corp COM 539830109   207,056 438 SH   SOLE   438 0 0
Louisiana-Pacific Corp COM 546347105   5,559,615 102,557 SH   SOLE   71,033 0 31,524
Lowe's Cos Inc COM 548661107   10,294,656 51,481 SH   SOLE   51,481 0 0
LyondellBasell Industries N.V. COM N53745100   6,112,990 65,108 SH   SOLE   45,191 0 19,917
Macy's Inc COM 55616P104   257,680 14,733 SH   SOLE   14,733 0 0
Magnolia Oil & Gas Corp Cl A COM 559663109   16,319,220 745,851 SH   SOLE   544,681 0 201,170
Marathon Oil Corp COM 565849106   24,317,148 1,014,906 SH   SOLE   700,862 0 314,044
Markel Corp COM 570535104   29,801,975 23,330 SH   SOLE   16,572 0 6,758
Marriott Intl Inc COM 571903202   30,280,383 182,368 SH   SOLE   127,434 0 54,934
Marriott Vacations Worldwide C COM 57164Y107   11,548,466 85,633 SH   SOLE   38,148 0 47,485
Masco Corp COM 574599106   13,482,771 271,174 SH   SOLE   188,081 0 83,093
Mastercard Incorporated COM 57636Q104   554,564 1,526 SH   SOLE   1,526 0 0
Matthews Intl Corp Cl A COM 577128101   219,101 6,076 SH   SOLE   6,076 0 0
McDonalds Corp COM 580135101   390,336 1,396 SH   SOLE   1,396 0 0
McKesson Corp COM 58155Q103   40,723,219 114,375 SH   SOLE   79,102 0 35,273
Medical Properties Trust Inc COM 58463J304   5,379,505 654,441 SH   SOLE   283,076 0 371,365
Medtronic plc COM G5960L103   210,418 2,610 SH   SOLE   2,610 0 0
Merck & Co Inc COM 58933Y105   474,819 4,463 SH   SOLE   4,463 0 0
Meritage Homes Corp COM 59001A102   8,185,110 70,102 SH   SOLE   51,197 0 18,905
Meta Platforms Inc COM 30303M102   854,754 4,033 SH   SOLE   4,033 0 0
Methode Electronics Inc COM 591520200   6,491,870 147,946 SH   SOLE   109,481 0 38,465
MGIC Inv Corp WI COM 552848103   281,109 20,947 SH   SOLE   20,947 0 0
Microsoft Corp COM 594918104   3,557,622 12,340 SH   SOLE   12,340 0 0
Modine Manufacturing Co COM 607828100   10,204,996 442,733 SH   SOLE   324,002 0 118,731
Molina Healthcare Inc COM 60855R100   35,534,442 132,844 SH   SOLE   91,557 0 41,287
Molson Coors Brewing Co COM 60871R209   428,169 8,285 SH   SOLE   8,285 0 0
Moodys Corp COM 615369105   9,762,650 31,902 SH   SOLE   31,902 0 0
Moog Inc COM 615394202   7,946,556 78,874 SH   SOLE   57,352 0 21,522
Morgan Stanley COM 617446448   241,450 2,750 SH   SOLE   2,750 0 0
Mrc Global Inc COM 55345K103   111,236 11,444 SH   SOLE   11,444 0 0
Murphy USA Inc COM 626755102   30,488,349 118,149 SH   SOLE   82,136 0 36,013
National Storage Affiliates Tr COM 637870106   13,529,701 323,832 SH   SOLE   236,571 0 87,261
Nexstar Media Group Inc COM 65336K103   35,394,264 204,994 SH   SOLE   143,430 0 61,564
NMI Holdings Inc Cl A COM 629209305   10,442,379 467,639 SH   SOLE   339,328 0 128,311
Nordstrom Inc COM 655664100   212,763 13,077 SH   SOLE   13,077 0 0
Northwestern Corp COM 668074305   12,274,189 212,136 SH   SOLE   154,710 0 57,426
Nucor Corp COM 670346105   5,647,114 36,558 SH   SOLE   25,547 0 11,011
NVIDIA Corp COM 67066G104   747,479 2,691 SH   SOLE   2,691 0 0
NVR Inc COM 62944T105   30,814,211 5,530 SH   SOLE   3,852 0 1,678
O'Reilly Automotive Inc COM 67103H107   30,156,619 35,521 SH   SOLE   24,626 0 10,895
Oceaneering Intl Inc COM 675232102   221,151 12,544 SH   SOLE   12,544 0 0
OceanFirst Financial Corp COM 675234108   5,856,109 316,889 SH   SOLE   231,012 0 85,877
Old Natl Bancorp COM 680033107   188,642 13,082 SH   SOLE   13,082 0 0
Old Republic Intl Corp COM 680223104   336,571 13,479 SH   SOLE   13,479 0 0
Olin Corp COM 680665205   294,206 5,301 SH   SOLE   5,301 0 0
Omnicom Group Inc COM 681919106   31,250,408 331,253 SH   SOLE   230,396 0 100,857
OneMain Holdings Inc COM 68268W103   27,406,125 739,108 SH   SOLE   436,479 0 302,629
Open Text Corp COM 683715106   333,612 8,654 SH   SOLE   8,654 0 0
Oracle Corp COM 68389X105   277,087 2,982 SH   SOLE   2,982 0 0
Oshkosh Corp COM 688239201   12,889,240 154,956 SH   SOLE   106,591 0 48,365
OSI Systems Inc COM 671044105   6,522,482 63,721 SH   SOLE   46,535 0 17,186
Ovintiv Inc COM 69047Q102   22,065,734 611,578 SH   SOLE   425,175 0 186,403
Owens Corning COM 690742101   6,340,140 66,181 SH   SOLE   46,876 0 19,305
Oxford Industries Inc COM 691497309   6,414,909 60,753 SH   SOLE   44,348 0 16,405
Packaging Corp of America COM 695156109   6,466,007 46,575 SH   SOLE   33,219 0 13,356
Parker-Hannifin Corp COM 701094104   13,699,844 40,760 SH   SOLE   28,372 0 12,388
Patterson-UTI Energy Inc COM 703481101   293,261 25,065 SH   SOLE   25,065 0 0
Paychex Inc COM 704326107   76,308,460 665,926 SH   SOLE   462,322 0 203,604
PBF Energy Inc COM 69318G106   252,138 5,815 SH   SOLE   5,815 0 0
PDC Energy Inc COM 69327R101   32,784,492 510,821 SH   SOLE   359,062 0 151,759
Pediatrix Medical Group Inc COM 58502B106   179,263 12,023 SH   SOLE   12,023 0 0
Penske Automotive Group Inc COM 70959W103   29,105,226 205,241 SH   SOLE   142,461 0 62,780
PepsiCo Inc COM 713448108   503,513 2,762 SH   SOLE   2,762 0 0
Pfizer Inc COM 717081103   411,917 10,096 SH   SOLE   10,096 0 0
Philip Morris Intl Inc COM 718172109   331,234 3,406 SH   SOLE   3,406 0 0
Photronics Inc COM 719405102   9,333,761 562,953 SH   SOLE   410,931 0 152,022
Pinnacle Financial Partners In COM 72346Q104   21,279,349 385,775 SH   SOLE   243,185 0 142,590
Pinnacle West Capital Corp COM 723484101   16,704,267 210,806 SH   SOLE   146,891 0 63,915
Portland General Electric Co COM 736508847   35,191,364 719,807 SH   SOLE   511,747 0 208,060
Post Holdings Inc COM 737446104   248,311 2,763 SH   SOLE   2,763 0 0
PPL Corp COM 69351T106   16,523,962 594,601 SH   SOLE   412,488 0 182,113
Premier Inc COM 74051N102   276,537 8,543 SH   SOLE   8,543 0 0
Prestige Consmr Healthcare Inc COM 74112D101   9,461,514 151,070 SH   SOLE   109,750 0 41,320
Principal Financial Group Inc COM 74251V102   244,884 3,295 SH   SOLE   3,295 0 0
Procter & Gamble Co COM 742718109   642,936 4,324 SH   SOLE   4,324 0 0
Prog Holdings Inc COM 74319R101   6,816,097 286,511 SH   SOLE   210,492 0 76,019
Propetro Holding Corp COM 74347M108   164,881 22,932 SH   SOLE   22,932 0 0
Prosperity Bancshares Inc COM 743606105   13,406,746 217,925 SH   SOLE   159,097 0 58,828
Public Service Enterprise Grou COM 744573106   16,879,673 270,291 SH   SOLE   186,853 0 83,438
PulteGroup Inc COM 745867101   444,327 7,624 SH   SOLE   7,624 0 0
QCR Holdings Inc COM 74727A104   6,630,190 150,995 SH   SOLE   109,849 0 41,146
QUALCOMM Inc COM 747525103   276,466 2,167 SH   SOLE   2,167 0 0
Qualys Inc COM 74758T303   263,681 2,028 SH   SOLE   2,028 0 0
Quanex Building Products Corp COM 747619104   7,139,499 331,607 SH   SOLE   244,972 0 86,635
Quest Diagnostics Inc COM 74834L100   38,973,779 275,472 SH   SOLE   190,776 0 84,696
Quidel Corp COM 219798105   13,983,121 156,955 SH   SOLE   114,359 0 42,596
Radian Group Inc COM 750236101   231,917 10,494 SH   SOLE   10,494 0 0
Ramaco Resources Inc COM 75134P303   4,396,534 499,039 SH   SOLE   350,438 0 148,601
Raytheon Technologies Corp COM 75513E101   263,921 2,695 SH   SOLE   2,695 0 0
RBB Bancorp COM 74930B105   3,314,303 213,826 SH   SOLE   155,477 0 58,349
Regions Financial Corp COM 7591EP100   344,826 18,579 SH   SOLE   18,579 0 0
Reliance Steel & Aluminum Co COM 759509102   6,367,152 24,800 SH   SOLE   17,625 0 7,175
Republic Services Inc COM 760759100   29,026,190 214,659 SH   SOLE   139,885 0 74,774
Ross Stores Inc COM 778296103   30,495,182 287,338 SH   SOLE   200,584 0 86,754
Ryder System Inc COM 783549108   13,844,426 155,137 SH   SOLE   107,918 0 47,219
Sabra Health Care REIT Inc COM 78573L106   7,035,160 611,753 SH   SOLE   443,049 0 168,704
Sandy Spring Bancorp Inc COM 800363103   2,428,013 93,457 SH   SOLE   67,896 0 25,561
Sanmina Corporation Com COM 801056102   6,597,349 108,171 SH   SOLE   79,112 0 29,059
SBA Communications Corp COM 78410G104   11,624,925 44,528 SH   SOLE   19,771 0 24,757
Schein Henry Inc COM 806407102   40,982,982 502,612 SH   SOLE   349,788 0 152,824
Schlumberger Ltd COM 806857108   6,817,240 138,844 SH   SOLE   138,844 0 0
Science Applications Intl Corp COM 808625107   11,885,613 110,605 SH   SOLE   80,707 0 29,898
Sealed Air Corp COM 81211K100   19,862,824 432,647 SH   SOLE   191,837 0 240,810
SeaWorld Entertainment Inc COM 81282V100   30,952,599 504,854 SH   SOLE   352,719 0 152,135
Select Energy Svcs Inc Cl A COM 81617J301   184,440 26,500 SH   SOLE   26,500 0 0
Select Med Holdings Corp COM 81619Q105   221,612 8,573 SH   SOLE   8,573 0 0
Sempra Energy COM 816851109   16,008,449 105,904 SH   SOLE   73,223 0 32,681
Servisfirst Bancshares Inc COM 81768T108   1,160,013 21,234 SH   SOLE   15,510 0 5,724
Shell PLC Spon ADS COM 780259305   25,541,085 443,884 SH   SOLE   306,948 0 136,936
Siriuspoint Ltd COM G8192H106   119,796 14,735 SH   SOLE   14,735 0 0
Six Flags Entertainment Corp COM 83001A102   13,247,466 495,974 SH   SOLE   361,422 0 134,552
SLM Corp COM 78442P106   7,689,730 620,640 SH   SOLE   277,258 0 343,382
SM Energy Co COM 78454L100   24,221,345 860,133 SH   SOLE   593,262 0 266,871
Snap-on Inc COM 833034101   14,457,632 58,559 SH   SOLE   40,752 0 17,807
Sonoco Products Co COM 835495102   6,346,928 104,048 SH   SOLE   72,101 0 31,947
South State Corp COM 840441109   18,129,257 254,410 SH   SOLE   157,939 0 96,471
Southern First Bancshares Inc COM 842873101   2,762,877 89,996 SH   SOLE   65,133 0 24,863
SP Plus Corp COM 78469C103   8,867,325 258,598 SH   SOLE   188,623 0 69,975
SPX Technologies Inc COM 78473E103   13,262,547 187,908 SH   SOLE   138,527 0 49,381
SS&C Technologies Holdings Inc COM 78467J100   489,482 8,668 SH   SOLE   8,668 0 0
STAG Industrial Inc COM 85254J102   43,141,942 1,275,634 SH   SOLE   785,233 0 490,401
Stagwell Inc Cl A COM 85256A109   110,647 14,912 SH   SOLE   14,912 0 0
Starbucks Corp COM 855244109   243,039 2,334 SH   SOLE   2,334 0 0
Steel Dynamics Inc COM 858119100   5,645,312 49,932 SH   SOLE   34,926 0 15,006
Synchrony Financial COM 87165B103   27,929,188 960,426 SH   SOLE   666,988 0 293,438
Sysco Corp COM 871829107   12,590,498 163,026 SH   SOLE   163,026 0 0
T-Mobile US Inc COM 872590104   16,471,639 113,723 SH   SOLE   79,305 0 34,418
Taylor Morrison Home Corp COM 87724P106   220,837 5,772 SH   SOLE   5,772 0 0
Teledyne Technologies Inc COM 879360105   15,971,647 35,702 SH   SOLE   15,766 0 19,936
Tenet Healthcare Corp New COM 88033G407   508,338 8,555 SH   SOLE   8,555 0 0
Teradata Corp COM 88076W103   255,979 6,355 SH   SOLE   6,355 0 0
Tesla Inc COM 88160R101   510,767 2,462 SH   SOLE   2,462 0 0
Texas Instruments Inc COM 882508104   94,225,412 506,561 SH   SOLE   375,995 0 130,566
The Chemours Co COM 163851108   5,412,493 180,778 SH   SOLE   125,876 0 54,902
The Cigna Group Com COM 125523100   44,973,024 175,999 SH   SOLE   133,727 0 42,272
The First of Long Island Corp COM 320734106   1,207,913 89,475 SH   SOLE   65,077 0 24,398
The Goldman Sachs Group Inc COM 38141G104   31,319,147 95,745 SH   SOLE   65,907 0 29,838
The Hanover Insurance Group In COM 410867105   9,301,858 72,388 SH   SOLE   52,253 0 20,135
The Hartford Financial Service COM 416515104   31,669,436 454,433 SH   SOLE   314,289 0 140,144
The Timken Co COM 887389104   13,817,054 169,078 SH   SOLE   118,471 0 50,607
The Walt Disney Co COM 254687106   365,374 3,649 SH   SOLE   3,649 0 0
Thermo Fisher Scientific Inc COM 883556102   403,459 700 SH   SOLE   700 0 0
Toll Brothers Inc COM 889478103   360,000 5,997 SH   SOLE   5,997 0 0
TOTAL SE SPONSORED ADS COM 89151E109   25,529,205 432,332 SH   SOLE   299,811 0 132,521
Tractor Supply Co COM 892356106   29,820,935 126,876 SH   SOLE   88,113 0 38,763
TransDigm Group Inc COM 893641100   9,755,594 13,236 SH   SOLE   5,887 0 7,349
Travel Leisure Co COM 894164102   19,808,975 505,331 SH   SOLE   223,769 0 281,562
Trinet Group Inc COM 896288107   8,263,654 102,514 SH   SOLE   75,604 0 26,910
TripAdvisor Inc COM 896945201   231,587 11,661 SH   SOLE   11,661 0 0
Triton Intl Ltd Cl A COM G9078F107   8,065,418 127,577 SH   SOLE   92,496 0 35,081
TTM Technologies Inc COM 87305R109   3,095,307 229,452 SH   SOLE   170,412 0 59,040
Ufp Industries Inc COM 90278Q108   5,415,165 68,141 SH   SOLE   46,637 0 21,504
UGI Corp COM 902681105   14,890,072 428,368 SH   SOLE   190,293 0 238,075
Ulta Beauty Inc COM 90384S303   30,480,581 55,859 SH   SOLE   38,511 0 17,348
Ultra Clean Holdings Inc COM 90385V107   208,676 6,293 SH   SOLE   6,293 0 0
Union Pacific Corp COM 907818108   9,968,810 49,532 SH   SOLE   49,532 0 0
United Parcel Service Inc Cl B COM 911312106   259,365 1,337 SH   SOLE   1,337 0 0
United Rentals Inc COM 911363109   12,906,129 32,611 SH   SOLE   23,003 0 9,608
United States Steel Corp COM 912909108   5,601,034 214,599 SH   SOLE   150,019 0 64,580
UnitedHealth Group Inc COM 91324P102   8,899,342 18,831 SH   SOLE   18,831 0 0
Universal Health Services Inc COM 913903100   21,217,184 166,933 SH   SOLE   73,902 0 93,031
Unum Group COM 91529Y106   32,572,675 823,374 SH   SOLE   572,910 0 250,464
US Foods Holding Corp COM 912008109   22,581,163 611,293 SH   SOLE   272,466 0 338,827
Valvoline Inc COM 92047W101   5,978,444 171,106 SH   SOLE   118,476 0 52,630
Vanda Pharmaceuticals Inc COM 921659108   131,414 19,354 SH   SOLE   19,354 0 0
Vector Group Ltd COM 92240M108   140,013 11,658 SH   SOLE   11,658 0 0
Veradigm Inc COM 01988P108   166,401 12,751 SH   SOLE   12,751 0 0
Veritex Holdings Inc COM 923451108   3,250,682 178,022 SH   SOLE   129,822 0 48,200
Verizon Communications Inc COM 92343V104   15,965,939 410,541 SH   SOLE   284,799 0 125,742
Vir Biotechnology Inc COM 92764N102   242,590 10,425 SH   SOLE   10,425 0 0
Visa Inc COM 92826C839   656,990 2,914 SH   SOLE   2,914 0 0
Vistra Energy Corp COM 92840M102   14,874,720 619,780 SH   SOLE   434,897 0 184,883
Waste Management Inc COM 94106L109   10,611,598 65,034 SH   SOLE   65,034 0 0
Wells Fargo & Co COM 949746101   267,454 7,155 SH   SOLE   7,155 0 0
WESCO Intl Inc COM 95082P105   673,949 4,361 SH   SOLE   4,361 0 0
Western Digital Corp COM 958102105   717,350 19,043 SH   SOLE   19,043 0 0
Westlake Corporation COM 960413102   6,183,474 53,315 SH   SOLE   37,638 0 15,677
WestRock Co COM 96145D105   275,784 9,051 SH   SOLE   9,051 0 0
Wintrust Financial Corp COM 97650W108   26,875,145 368,405 SH   SOLE   253,672 0 114,733
Worthington Industries Inc COM 981811102   6,701,619 103,660 SH   SOLE   76,308 0 27,352
WSFS Financial Corp COM 929328102   1,685,304 44,810 SH   SOLE   32,579 0 12,231
Wyndham Hotels & Resorts Inc COM 98311A105   27,201,744 400,910 SH   SOLE   278,146 0 122,764
Xerox Corp COM 98421M106   259,367 16,842 SH   SOLE   16,842 0 0
Yeti Holdings Inc COM 98585X104   6,768,880 169,222 SH   SOLE   124,431 0 44,791
Zebra Technologies Corp COM 989207105   20,953,020 65,890 SH   SOLE   29,186 0 36,704
Ziff Davis Inc Com COM 48123V102   232,745 2,982 SH   SOLE   2,982 0 0
Zimmer Biomet Holdings Inc COM 98956P102   27,518,566 212,992 SH   SOLE   138,156 0 74,836
Zions Bancorporation COM 989701107   226,450 7,566 SH   SOLE   7,566 0 0