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
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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
ACI Worldwide, Inc. COM 004498101 18,913 766,649 SH   SOLE   728,519 0 38,130
Advance Auto Parts, Inc. COM 00751Y106 23,874 175,930 SH   SOLE   170,893 0 5,037
Air Transport Services Group, COM 00922R105 16,330 722,872 SH   SOLE   677,268 0 45,604
Aircastle Limited COM G0129K104 34,470 1,681,464 SH   SOLE   1,406,945 0 274,519
Alaska Air Group, Inc. COM 011659109 1,309 21,681 SH   SOLE   21,681 0 0
Alexander & Baldwin, Inc. COM 014491104 778 33,105 SH   SOLE   33,105 0 0
Allergan plc COM G0177J108 13,678 82,039 SH   SOLE   76,937 0 5,102
Alphabet Inc. Class C COM 02079K107 1,522 1,364 SH   SOLE   1,364 0 0
AMC Networks Inc. Class A COM 00164V103 15,050 241,964 SH   SOLE   227,558 0 14,406
American National Insurance Co COM 028591105 8,620 72,080 SH   SOLE   65,360 0 6,720
AmeriGas Partners, L.P. COM 030975106 30,511 722,664 SH   SOLE   596,557 0 126,107
Amgen Inc. COM 031162100 57,321 310,534 SH   SOLE   265,188 0 45,346
Anheuser-Busch InBev SA/NV Spo COM 03524A108 206 2,044 SH   SOLE   2,044 0 0
Argan, Inc. COM 04010E109 14,284 348,818 SH   SOLE   330,318 0 18,500
Armstrong Flooring, Inc. COM 04238R106 15,974 1,137,758 SH   SOLE   1,074,738 0 63,020
Armstrong World Industries, In COM 04247X102 33,458 529,401 SH   SOLE   500,243 0 29,158
Asbury Automotive Group, Inc. COM 043436104 29,949 436,900 SH   SOLE   410,144 0 26,756
ATN International, Inc. COM 00215F107 18,539 351,323 SH   SOLE   332,672 0 18,651
Avaya Holdings Corp. COM 05351X101 46,929 2,337,113 SH   SOLE   2,203,068 0 134,045
Axis Capital Holdings Limited COM G0692U109 58,856 1,058,181 SH   SOLE   953,786 0 104,395
Barrett Business Services, Inc COM 068463108 7,288 75,472 SH   SOLE   67,572 0 7,900
BB&T Corporation COM 054937107 92,861 1,841,025 SH   SOLE   1,570,932 0 270,093
Berkshire Hathaway Inc. Class COM 084670702 26,786 143,508 SH   SOLE   134,370 0 9,138
Biglari Holdings Inc. Class B COM 08986R309 11,181 60,935 SH   SOLE   57,540 0 3,395
Biglari Holdings, Inc. Class A COM 08986R408 5,810 6,116 SH   SOLE   5,778 0 338
Black Hills Corporation COM 092113109 36,143 590,471 SH   SOLE   503,277 0 87,194
Blackstone Group L.P. COM 09253U108 1,103 34,283 SH   SOLE   34,283 0 0
BP p.l.c. Sponsored ADR COM 055622104 230 5,038 SH   SOLE   5,038 0 0
Brookfield Asset Management In COM 112585104 16,023 395,245 SH   SOLE   371,605 0 23,640
Canadian Pacific Railway Limit COM 13645T100 210 1,148 SH   SOLE   1,148 0 0
Cannae Holdings, Inc. COM 13765N107 51,169 2,758,419 SH   SOLE   2,610,142 0 148,277
Capital Southwest Corporation COM 140501107 15,211 839,927 SH   SOLE   788,425 0 51,502
Cars.com, Inc. COM 14575E105 48,031 1,691,840 SH   SOLE   1,597,135 0 94,705
Casey's General Stores, Inc. COM 147528103 24,479 232,958 SH   SOLE   222,138 0 10,820
Cedar Fair, L.P. COM 150185106 30,779 488,482 SH   SOLE   411,352 0 77,130
Chevron Corporation COM 166764100 40,252 318,370 SH   SOLE   271,962 0 46,408
Chubb Limited COM H1467J104 233 1,838 SH   SOLE   1,838 0 0
Cinemark Holdings, Inc. COM 17243V102 55,906 1,593,663 SH   SOLE   1,361,694 0 231,969
Cisco Systems, Inc. COM 17275R102 64,136 1,490,490 SH   SOLE   1,256,108 0 234,382
CNA Financial Corporation COM 126117100 24,576 537,995 SH   SOLE   458,712 0 79,283
Comcast Corporation Class A COM 20030N101 66,277 2,020,019 SH   SOLE   1,779,128 0 240,891
Compass Minerals International COM 20451N101 12,571 191,191 SH   SOLE   180,601 0 10,590
Computer Programs and Systems, COM 205306103 17,275 525,072 SH   SOLE   497,816 0 27,256
Conduent, Inc. COM 206787103 30,733 1,691,433 SH   SOLE   1,625,061 0 66,372
Corning Inc COM 219350105 74,577 2,710,887 SH   SOLE   2,287,590 0 423,297
Coty Inc. Class A COM 222070203 22,337 1,584,154 SH   SOLE   1,347,976 0 236,178
CSG Systems International, Inc COM 126349109 26,864 657,309 SH   SOLE   619,557 0 37,752
Cubic Corporation COM 229669106 15,881 247,375 SH   SOLE   233,300 0 14,075
Diageo plc Sponsored ADR COM 25243Q205 391 2,714 SH   SOLE   2,714 0 0
Discovery, Inc. Class C COM 25470F302 35,885 1,407,245 SH   SOLE   1,376,391 0 30,854
Dolby Laboratories, Inc. Class COM 25659T107 5,948 96,422 SH   SOLE   96,422 0 0
Emerson Electric Co. COM 291011104 49,335 713,550 SH   SOLE   609,214 0 104,336
Entercom Communications Corp. COM 293639100 9,819 1,300,587 SH   SOLE   1,240,137 0 60,450
ePlus inc. COM 294268107 14,796 157,238 SH   SOLE   147,219 0 10,019
Evolution Petroleum Corporatio COM 30049A107 4,868 494,245 SH   SOLE   450,848 0 43,397
Expedia Group, Inc. COM 30212P303 18,121 150,768 SH   SOLE   141,539 0 9,229
Extended Stay America, Inc. COM 30224P200 79,988 3,701,439 SH   SOLE   3,286,359 0 415,080
Exxon Mobil Corporation COM 30231G102 57,338 693,071 SH   SOLE   591,809 0 101,262
Fastenal Company COM 311900104 87,446 1,816,874 SH   SOLE   1,551,399 0 265,475
FGL Holdings Class A COM G3402M102 19,277 2,297,563 SH   SOLE   2,184,213 0 113,350
First Citizens BancShares, Inc COM 31946M103 5,798 14,377 SH   SOLE   13,154 0 1,223
Forward Air Corporation COM 349853101 24,135 408,520 SH   SOLE   385,052 0 23,468
GCI Liberty, Inc. Class A COM 36164V305 44,391 984,711 SH   SOLE   960,021 0 24,690
General Electric Company COM 369604103 10,619 780,266 SH   SOLE   728,407 0 51,859
General Motors Company COM 37045V100 974 24,716 SH   SOLE   24,716 0 0
Genworth Financial, Inc. Class COM 37247D106 15,497 3,443,799 SH   SOLE   3,269,069 0 174,730
GEO Group Inc COM 36162J106 46,814 1,699,851 SH   SOLE   1,483,643 0 216,208
Gildan Activewear Inc. COM 375916103 236 8,364 SH   SOLE   8,364 0 0
Gran Tierra Energy Inc. COM 38500T101 4,943 1,432,833 SH   SOLE   1,299,033 0 133,800
Hostess Brands, Inc. Class A COM 44109J106 74,297 5,463,041 SH   SOLE   5,165,939 0 297,102
Ingersoll-Rand Plc COM G47791101 327 3,644 SH   SOLE   3,644 0 0
Ingles Markets, Incorporated C COM 457030104 28,129 884,552 SH   SOLE   838,718 0 45,834
Intel Corporation COM 458140100 31,257 628,793 SH   SOLE   530,665 0 98,128
International Speedway Corpora COM 460335201 6,671 149,236 SH   SOLE   139,011 0 10,225
Interpublic Group of Companies COM 460690100 54,020 2,304,619 SH   SOLE   2,023,329 0 281,290
Iron Mountain, Inc. COM 46284V101 93,314 2,665,354 SH   SOLE   2,310,806 0 354,548
Ituran Location & Control Ltd. COM M6158M104 10,744 354,017 SH   SOLE   323,073 0 30,944
J. Alexander's Holdings, Inc. COM 46609J106 10,603 950,960 SH   SOLE   880,977 0 69,983
Jefferies Financial Group Inc. COM 47233W109 6,114 268,882 SH   SOLE   268,882 0 0
Johnson Controls International COM G51502105 38,493 1,150,777 SH   SOLE   982,368 0 168,409
Kansas City Southern COM 485170302 6,983 65,905 SH   SOLE   65,905 0 0
KAR Auction Services, Inc. COM 48238T109 57,860 1,055,833 SH   SOLE   899,615 0 156,218
Kelly Services, Inc. Class A COM 488152208 5,384 239,828 SH   SOLE   217,568 0 22,260
Kimberly-Clark Corporation COM 494368103 64,558 612,849 SH   SOLE   523,515 0 89,334
Kraft Heinz Company COM 500754106 65,180 1,037,573 SH   SOLE   907,677 0 129,896
Liberty Broadband Corp. Class COM 530307305 31,778 419,676 SH   SOLE   408,919 0 10,757
Liberty Expedia Holdings Inc C COM 53046P109 46,136 1,049,984 SH   SOLE   997,393 0 52,591
Liberty Global Plc Class C COM G5480U120 962 36,155 SH   SOLE   36,155 0 0
Liberty Latin America Ltd. Cla COM G9001E102 4,637 242,526 SH   SOLE   242,526 0 0
Liberty Latin America Ltd. Cla COM G9001E128 42,616 2,198,959 SH   SOLE   2,059,554 0 139,405
Liberty Media Corp. Series C L COM 531229607 14,425 318,004 SH   SOLE   300,371 0 17,633
LyondellBasell Industries NV COM N53745100 31,126 283,351 SH   SOLE   243,621 0 39,730
Magellan Midstream Partners, L COM 559080106 40,211 582,093 SH   SOLE   482,499 0 99,594
Marathon Petroleum Corporation COM 56585A102 93,780 1,336,653 SH   SOLE   1,139,241 0 197,412
Marcus Corporation COM 566330106 5,291 162,810 SH   SOLE   147,353 0 15,457
McKesson Corporation COM 58155Q103 1,847 13,848 SH   SOLE   13,848 0 0
Melco Resorts and Entertainmen COM 585464100 312 11,154 SH   SOLE   11,154 0 0
Meredith Corporation COM 589433101 30,146 591,107 SH   SOLE   504,795 0 86,312
MetLife, Inc. COM 59156R108 21,301 488,545 SH   SOLE   416,326 0 72,219
Microsoft Corporation COM 594918104 16,710 169,458 SH   SOLE   141,585 0 27,873
Motorcar Parts of America, Inc COM 620071100 17,349 927,266 SH   SOLE   880,458 0 46,808
Motorola Solutions, Inc. COM 620076307 34,519 296,631 SH   SOLE   250,841 0 45,790
Murphy USA, Inc. COM 626755102 31,881 429,142 SH   SOLE   406,292 0 22,850
National Fuel Gas Company COM 636180101 54,357 1,026,380 SH   SOLE   876,322 0 150,058
NCR Corporation COM 62886E108 24,713 824,330 SH   SOLE   782,205 0 42,125
Newmark Group, Inc. Class A COM 65158N102 9,504 667,866 SH   SOLE   638,728 0 29,138
NICE Ltd Sponsored ADR COM 653656108 247 2,381 SH   SOLE   2,381 0 0
Nielsen Holdings Plc COM G6518L108 45,501 1,471,110 SH   SOLE   1,280,710 0 190,400
Novartis AG Sponsored ADR COM 66987V109 216 2,858 SH   SOLE   2,858 0 0
Nutrien Ltd. COM 67077M108 311 5,728 SH   SOLE   5,728 0 0
Oaktree Capital Group, LLC Cla COM 674001201 11,056 271,989 SH   SOLE   271,989 0 0
Oaktree Specialty Lending Corp COM 67401P108 32,023 6,699,306 SH   SOLE   6,446,916 0 252,390
Occidental Petroleum Corporati COM 674599105 51,184 611,664 SH   SOLE   522,620 0 89,044
Omnicom Group Inc COM 681919106 60,597 794,506 SH   SOLE   678,298 0 116,208
Open Text Corporation COM 683715106 263 7,479 SH   SOLE   7,479 0 0
ORIX Corporation Sponsored ADR COM 686330101 254 3,209 SH   SOLE   3,209 0 0
OSI Systems, Inc. COM 671044105 8,339 107,833 SH   SOLE   97,323 0 10,510
Patterson Companies, Inc. COM 703395103 21,433 945,423 SH   SOLE   898,303 0 47,120
PBF Energy, Inc. Class A COM 69318G106 19,249 459,067 SH   SOLE   431,377 0 27,690
PepsiCo, Inc. COM 713448108 52,723 484,276 SH   SOLE   413,533 0 70,743
PICO Holdings, Inc. COM 693366205 14,227 1,221,198 SH   SOLE   1,149,406 0 71,792
PNC Financial Services Group, COM 693475105 36,112 267,297 SH   SOLE   228,418 0 38,879
Polaris Industries Inc. COM 731068102 29,127 238,392 SH   SOLE   203,202 0 35,190
Praxair, Inc. COM 74005P104 85,805 542,552 SH   SOLE   463,139 0 79,413
Premier Inc. Class A COM 74051N102 78,616 2,160,966 SH   SOLE   2,043,787 0 117,179
Prudential plc Sponsored ADR COM 74435K204 253 5,543 SH   SOLE   5,543 0 0
QEP Resources, Inc. COM 74733V100 3,428 279,590 SH   SOLE   252,860 0 26,730
QUALCOMM Incorporated COM 747525103 56,120 999,992 SH   SOLE   846,215 0 153,777
Realogy Holdings Corp. COM 75605Y106 4,889 214,428 SH   SOLE   214,428 0 0
Resources Connection, Inc. COM 76122Q105 15,425 912,733 SH   SOLE   852,976 0 59,757
Rio Tinto plc Sponsored ADR COM 767204100 234 4,221 SH   SOLE   4,221 0 0
Royal Dutch Shell Plc Sponsore COM 780259107 223 3,073 SH   SOLE   3,073 0 0
RPM International Inc. COM 749685103 47,317 811,330 SH   SOLE   691,476 0 119,854
Ryman Hospitality Properties, COM 78377T107 49,384 593,920 SH   SOLE   506,662 0 87,258
Sabra Health Care REIT, Inc. COM 78573L106 46,462 2,138,167 SH   SOLE   1,823,384 0 314,783
Sabre Corp. COM 78573M104 34,872 1,415,267 SH   SOLE   1,376,556 0 38,711
SAP SE Sponsored ADR COM 803054204 282 2,441 SH   SOLE   2,441 0 0
Shire PLC Sponsored ADR COM 82481R106 261 1,547 SH   SOLE   1,547 0 0
Sleep Number Corporation COM 83125X103 21,739 749,107 SH   SOLE   710,934 0 38,173
SP Plus Corporation COM 78469C103 6,564 176,441 SH   SOLE   159,089 0 17,352
Spectra Energy Partners, LP COM 84756N109 30,077 849,146 SH   SOLE   722,439 0 126,707
Starbucks Corporation COM 855244109 38,418 786,445 SH   SOLE   671,138 0 115,307
Sumitomo Mitsui Financial Grou COM 86562M209 241 30,984 SH   SOLE   30,984 0 0
Sykes Enterprises, Incorporate COM 871237103 15,639 543,399 SH   SOLE   514,943 0 28,456
Target Corporation COM 87612E106 82,836 1,088,233 SH   SOLE   928,291 0 159,942
Thomson Reuters Corporation COM 884903105 40,971 1,016,150 SH   SOLE   866,364 0 149,786
Tractor Supply Company COM 892356106 512 6,689 SH   SOLE   6,689 0 0
TransMontaigne Partners L.P. COM 89376V100 15,233 413,479 SH   SOLE   333,090 0 80,389
U.S. Bancorp COM 902973304 101,811 2,035,410 SH   SOLE   1,753,648 0 281,762
UBS Group AG COM H42097107 214 13,944 SH   SOLE   13,944 0 0
UniFirst Corporation COM 904708104 56,341 318,490 SH   SOLE   301,164 0 17,326
Unilever PLC Sponsored ADR COM 904767704 53,533 968,404 SH   SOLE   827,236 0 141,168
Union Pacific Corporation COM 907818108 58,640 413,891 SH   SOLE   353,086 0 60,805
United Parcel Service, Inc. Cl COM 911312106 53,725 505,745 SH   SOLE   431,806 0 73,939
Valero Energy Corporation COM 91913Y100 25,048 226,006 SH   SOLE   194,445 0 31,561
Ventas, Inc. COM 92276F100 63,098 1,107,952 SH   SOLE   972,707 0 135,245
Verizon Communications Inc. COM 92343V104 57,917 1,151,206 SH   SOLE   982,949 0 168,257
Viad Corp COM 92552R406 5,468 100,785 SH   SOLE   90,859 0 9,926
Walgreens Boots Alliance Inc COM 931427108 38,775 646,087 SH   SOLE   553,808 0 92,279
Walmart Inc. COM 931142103 63,961 746,768 SH   SOLE   651,227 0 95,541
Wells Fargo & Company COM 949746101 61,926 1,116,997 SH   SOLE   974,186 0 142,811
WesBanco, Inc. COM 950810101 31,123 691,002 SH   SOLE   561,670 0 129,332
Weyerhaeuser Company COM 962166104 45,579 1,250,121 SH   SOLE   1,075,549 0 174,572
White Mountains Insurance Grou COM G9618E107 77,855 85,875 SH   SOLE   81,301 0 4,574
World Fuel Services Corporatio COM 981475106 18,513 907,052 SH   SOLE   847,929 0 59,123