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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aflac Inc. COM 001055102   7,020,759 63,142 SH   SOLE   43,550 0 19,592
ASGN Inc COM 00191U102   440,573 6,991 SH   SOLE   6,991 0 0
Abbvie Inc COM 00287Y109   6,342,589 30,272 SH   SOLE   20,880 0 9,392
Academy Sports and Outdoors Inc COM 00402L107   450,034 9,867 SH   SOLE   9,867 0 0
Alamo Group Inc. COM 011311107   816,202 4,580 SH   SOLE   4,580 0 0
Alphabet Inc CAP STK CL A 02079K305   245,568 1,588 SH   SOLE   1,588 0 0
Amazon.com Inc. COM 023135106   240,108 1,262 SH   SOLE   1,262 0 0
American Electric Power Company Inc. COM 025537101   6,533,581 59,793 SH   SOLE   41,231 0 18,562
Cencora, Inc COM 03073E105   6,899,413 24,810 SH   SOLE   17,107 0 7,703
Avista Corp. COM 05379B107   300,794 7,184 SH   SOLE   7,184 0 0
Becton Dickinson And Co. COM 075887109   6,701,150 29,255 SH   SOLE   20,178 0 9,077
Berry Global Group Inc COM 08579W103   5,535,235 79,290 SH   SOLE   54,702 0 24,588
Brady Corp. Cl A 104674106   885,896 12,541 SH   SOLE   12,541 0 0
Bristol-Myers Squibb Co. COM 110122108   6,976,219 114,383 SH   SOLE   78,876 0 35,507
Brunswick Corp. COM 117043109   665,640 12,361 SH   SOLE   12,361 0 0
Cigna Group/The COM 125523100   244,447 743 SH   SOLE   743 0 0
CVS Health Corp COM 126650100   7,120,390 105,098 SH   SOLE   72,464 0 32,634
Caci International Inc. CL A 127190304   757,323 2,064 SH   SOLE   2,064 0 0
Capital One Financial Corp. COM 14040H105   6,287,692 35,068 SH   SOLE   24,181 0 10,887
ChampionX Corporation COM 15872M104   440,086 14,768 SH   SOLE   14,768 0 0
Chart Industries Inc COM 16115Q308   915,098 6,339 SH   SOLE   6,339 0 0
Cisco Systems Inc. COM 17275R102   6,939,598 112,455 SH   SOLE   77,418 0 35,037
Citigroup Inc COM NEW 172967424   7,427,968 104,634 SH   SOLE   72,155 0 32,479
Clean Harbors Inc. COM 184496107   209,714 1,064 SH   SOLE   1,064 0 0
Comcast Corp CL A 20030N101   6,282,742 170,264 SH   SOLE   117,394 0 52,870
Conoco Phillips COM 20825C104   5,183,997 49,362 SH   SOLE   34,077 0 15,285
Constellation Brands Inc CL A 21036P108   5,158,931 28,111 SH   SOLE   19,387 0 8,724
Curtiss-Wright Corp. COM 231561101   881,059 2,777 SH   SOLE   2,777 0 0
Deluxe Corp. COM 248019101   284,928 18,022 SH   SOLE   18,022 0 0
Dollar General Corp. COM 256677105   5,984,604 68,061 SH   SOLE   46,813 0 21,248
Dover Corp. COM 260003108   5,881,239 33,477 SH   SOLE   23,092 0 10,385
Duke Energy Corp. COM NEW 26441C204   6,315,119 51,776 SH   SOLE   35,666 0 16,110
EOG Resources Inc. COM 26875P101   5,114,596 39,883 SH   SOLE   27,522 0 12,361
Emerson Electric Co. COM 291011104   5,518,072 50,329 SH   SOLE   34,690 0 15,639
Enersys COM 29275Y102   747,751 8,165 SH   SOLE   8,165 0 0
Envista Holdings Corp COM 29415F104   421,852 24,441 SH   SOLE   24,441 0 0
Evercore Inc CLASS A 29977A105   630,316 3,156 SH   SOLE   3,156 0 0
Federal Agricultural Mortgage Corp. CLASS A 313148306   734,289 3,916 SH   SOLE   3,916 0 0
Fiserv Inc. COM 337738108   6,612,534 29,944 SH   SOLE   20,621 0 9,323
Genuine Parts Co. COM 372460105   6,070,540 50,953 SH   SOLE   35,148 0 15,805
HCA Healthcare Inc COM 40412C101   7,476,320 21,636 SH   SOLE   14,943 0 6,693
HDFC Bank Ltd. SPONSORED ADS 40415F101   56,905,860 856,500 SH   SOLE   777,000 0 79,500
Healthcare Realty Trust Inc CL A COM 42226K105   649,366 38,424 SH   SOLE   38,424 0 0
Hershey Company COM 427866108   5,057,186 29,569 SH   SOLE   20,379 0 9,190
Home Bancshares Inc COM 436893200   1,202,380 42,532 SH   SOLE   42,532 0 0
Home Depot Inc. COM 437076102   5,631,119 15,365 SH   SOLE   10,587 0 4,778
Hubbell Inc. COM 443510607   5,455,051 16,485 SH   SOLE   11,389 0 5,096
Huntington Bancshares Inc. COM 446150104   6,787,387 452,191 SH   SOLE   311,809 0 140,382
Independent Bank Corporation (Ionia MI) COM 453838609   962,434 31,258 SH   SOLE   31,258 0 0
Ingevity Corp COM 45688C107   626,947 15,836 SH   SOLE   15,836 0 0
Innospec Inc COM 45768S105   456,979 4,823 SH   SOLE   4,823 0 0
Intel Corp. COM 458140100   4,944,444 217,721 SH   SOLE   150,113 0 67,608
International Business Machines Corp. COM 459200101   5,976,294 24,034 SH   SOLE   16,570 0 7,464
Interpublic Group Of Cos. Inc. COM 460690100   5,768,730 212,398 SH   SOLE   146,441 0 65,957
JPMorgan Chase & Co. COM 46625H100   7,311,657 29,807 SH   SOLE   20,545 0 9,262
Johnson & Johnson SHS 478160104   6,656,154 40,136 SH   SOLE   27,659 0 12,477
KB Financial Group Inc SPONSORED ADR 48241A105   194,634 3,597 SH   SOLE   3,597 0 0
Knight-Swift Transportation Holdings Inc CL A 499049104   764,337 17,575 SH   SOLE   17,575 0 0
Kraft Heinz Co COM 500754106   6,576,958 216,134 SH   SOLE   149,010 0 67,124
LXP Industrial Trust COM 529043101   669,147 77,358 SH   SOLE   77,358 0 0
Lockheed Martin Corp. COM 539830109   6,322,287 14,153 SH   SOLE   9,778 0 4,375
M & T Bank Corp COM 55261F104   6,804,834 38,069 SH   SOLE   26,250 0 11,819
Marathon Petroleum Corp COM 56585A102   5,566,815 38,210 SH   SOLE   26,353 0 11,857
McGrath Rentcorp COM 580589109   328,073 2,945 SH   SOLE   2,945 0 0
Metlife Inc COM 59156R108   6,599,437 82,195 SH   SOLE   56,677 0 25,518
Microsoft Corporation COM 594918104   282,293 752 SH   SOLE   752 0 0
NMI Holdings Inc CL A 629209305   903,810 25,071 SH   SOLE   25,071 0 0
National Storage Affiliates Trust COM SHS BEN IN 637870106   687,018 17,437 SH   SOLE   17,437 0 0
Northrop Grumman Corp. COM 666807102   207,876 406 SH   SOLE   406 0 0
Nucor Corp. COM 670346105   6,284,155 52,220 SH   SOLE   36,450 0 15,770
Old Second Bancorporation Inc. COM 680277100   995,638 59,834 SH   SOLE   59,834 0 0
Ollies Bargain Outlet Holdings Inc COM 681116109   742,493 6,381 SH   SOLE   6,381 0 0
Oneok Inc. COM 682680103   5,234,847 52,760 SH   SOLE   36,387 0 16,373
PROG Holdings Inc COM NPV 74319R101   577,034 21,693 SH   SOLE   21,693 0 0
Progress Software Corp. COM 743312100   913,684 17,738 SH   SOLE   17,738 0 0
Prosperity Bancshares Inc. COM 743606105   1,211,220 16,971 SH   SOLE   16,971 0 0
Regal Rexnord Corp COM 758750103   791,371 6,951 SH   SOLE   6,951 0 0
RYANAIR HOLDINGS PLC-SP ADR SPONSORED ADS 783513203   41,003,568 967,750 SH   SOLE   878,400 0 89,350
SLM CORP COM 78442P106   1,216,652 41,425 SH   SOLE   41,425 0 0
SAMSUNG ELECTR-GDR REG S COM 796050888   226,709 233 SH   SOLE   233 0 0
Sanfilippo (John B.) & Son Inc COM 800422107   437,348 6,172 SH   SOLE   6,172 0 0
Mativ Holdings Inc COM 808541106   86,628 13,905 SH   SOLE   13,905 0 0
Selective Insurance Group Inc. COM 816300107   240,018 2,622 SH   SOLE   2,622 0 0
Simon Property Group Inc. COM 828806109   6,046,308 36,406 SH   SOLE   25,103 0 11,303
J.M. Smucker Co. COM NEW 832696405   5,645,197 47,675 SH   SOLE   32,869 0 14,806
Snap-on Inc. COM 833034101   6,616,854 19,634 SH   SOLE   13,533 0 6,101
STAG Industrial Inc COM 85254J102   615,810 17,049 SH   SOLE   17,049 0 0
State Street Corp. COM 857477103   6,677,147 74,580 SH   SOLE   51,438 0 23,142
Sterling Infrastructure Inc COM 859241101   822,810 7,268 SH   SOLE   7,268 0 0
Taiwan Semiconductor Manufacturing SPONSORED ADS 874039100   35,665,930 214,855 SH   SOLE   194,629 0 20,226
UDR Inc COM 902653104   6,282,379 139,083 SH   SOLE   95,899 0 43,184
United Rentals Inc. COM 911363109   6,203,077 9,898 SH   SOLE   6,862 0 3,036
Valvoline Inc COM 92047W101   736,719 21,164 SH   SOLE   21,164 0 0
Warner Bros. Discovery Inc COM SER A 934423104   5,491,603 511,799 SH   SOLE   352,886 0 158,913
Wesco International Inc. COM 95082P105   836,756 5,388 SH   SOLE   5,388 0 0
World Kinect Corp COM 981475106   528,120 18,622 SH   SOLE   18,622 0 0
Xcel Energy Inc. COM 98389B100   6,142,873 86,776 SH   SOLE   59,856 0 26,920
ACCENTURE PLC-CL A SHS CLASS A G1151C101   5,510,002 17,658 SH   SOLE   12,052 0 5,606
Icon Plc SHS G4705A100   31,772,059 181,565 SH   SOLE   164,824 0 16,741
Medtronic Plc SHS G5960L103   6,096,642 67,846 SH   SOLE   46,770 0 21,076
CNH Industrial NV SHS NL0010545   195,620 15,930 SH   SOLE   15,930 0 0