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
ALLISON TRANSMISSION HLDGS I COM 01973R101   337,831 4,451 SH   SOLE   4,044 0 407
AMERICAN EXPRESS CO COM 025816109   17,095,800 73,832 SH   SOLE   43,974 0 29,858
CARDINAL HEALTH INC COM 14149Y108   13,767,455 140,027 SH   SOLE   83,368 0 56,659
CISCO SYS INC COM 17275R102   11,685,227 245,953 SH   SOLE   146,392 0 99,561
COMMUNITY TR BANCORP INC COM 204149108   14,168,325 324,515 SH   SOLE   220,538 0 103,977
COMMERCIAL VEH GROUP INC COM 202608105   479,970 97,953 SH   SOLE   89,004 0 8,949
DISNEY WALT CO COM 254687106   16,435,871 165,534 SH   SOLE   98,588 0 66,946
DOLBY LABORATORIES INC COM CL A 25659T107   666,879 8,417 SH   SOLE   7,659 0 758
DOUGLAS ELLIMAN INC COM 25961D105   405,595 349,651 SH   SOLE   318,360 0 31,291
DXC TECHNOLOGY CO COM 23355L106   13,144,133 688,535 SH   SOLE   419,699 0 268,836
EBAY INC COM 278642103   17,235,095 320,832 SH   SOLE   190,967 0 129,865
EVERTEC INC COM 30040P103   15,289,348 459,830 SH   SOLE   280,126 0 179,704
FRESH DEL MONTE PRODUCE INC ORD G36738105   581,603 26,618 SH   SOLE   24,200 0 2,418
FIDELITY NATL INFORMATION SV COM 31620M106   19,032,846 252,559 SH   SOLE   150,328 0 102,231
GLACIER BANCORP INC NEW COM 37637Q105   15,784,531 422,951 SH   SOLE   257,277 0 165,674
GENERAL MLS INC COM 370334104   13,734,568 217,113 SH   SOLE   129,125 0 87,988
GLOBAL MED REIT INC COM NEW 37954A204   578,850 63,750 SH   SOLE   57,982 0 5,768
GREEN PLAINS INC COM 393222104   8,104,872 511,026 SH   SOLE   311,360 0 199,666
GSK PLC SPONSORED ADR 37733W204   13,794,204 358,291 SH   SOLE   213,114 0 145,177
HNI CORP COM 404251100   13,124,906 291,535 SH   SOLE   186,707 0 104,828
HANCOCK WHITNEY CORPORATION COM 410120109   403,398 8,434 SH   SOLE   7,667 0 767
ISHARES TR RUS 2000 VAL ETF 464287630   4,751,760 31,200 SH   SOLE   0 0 31,200
JOHNSON & JOHNSON COM 478160104   14,880,403 101,809 SH   SOLE   60,545 0 41,264
KRAFT HEINZ CO COM 500754106   14,656,362 454,884 SH   SOLE   270,488 0 184,396
KLX ENERGY SERVICS HOLDNGS I COM NEW 48253L205   348,218 70,347 SH   SOLE   64,049 0 6,298
KENVUE INC COM 49177J102   14,334,039 788,451 SH   SOLE   468,806 0 319,645
LIBERTY ENERGY INC COM CL A 53115L104   13,573,236 649,748 SH   SOLE   396,243 0 253,505
3M CO COM 88579Y101   17,490,023 171,152 SH   SOLE   101,891 0 69,261
MSC INDL DIRECT INC CL A 553530106   248,478 3,133 SH   SOLE   2,846 0 287
NCR ATLEOS CORPORATION COM SHS 63001N106   20,613,018 762,880 SH   SOLE   464,304 0 298,576
PITNEY BOWES INC COM 724479100   18,618,622 3,665,083 SH   SOLE   2,424,308 0 1,240,775
PFIZER INC COM 717081103   15,018,125 536,745 SH   SOLE   319,226 0 217,519
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   201,197 7,984 SH   SOLE   6,959 0 1,025
PERDOCEO ED CORP COM 71363P106   14,054,433 656,136 SH   SOLE   399,868 0 256,268
REYNOLDS CONSUMER PRODS INC COM 76171L106   523,142 18,697 SH   SOLE   17,004 0 1,693
RTX CORPORATION COM 75513E101   16,245,411 161,823 SH   SOLE   96,352 0 65,471
BANCO SANTANDER S.A. ADR 05964H105   285,583 61,681 SH   SOLE   54,190 0 7,491
STEELCASE INC CL A 858155203   471,938 36,415 SH   SOLE   33,088 0 3,327
SENECA FOODS CORP NEW CL A 817070501   242,572 4,226 SH   SOLE   3,839 0 387
SHELL PLC SPON ADS 780259305   225,129 3,119 SH   SOLE   2,716 0 403
SCHLUMBERGER LTD COM STK 806857108   10,418,854 220,832 SH   SOLE   132,274 0 88,558
SANOFI SPONSORED ADR 80105N105   201,795 4,159 SH   SOLE   3,594 0 565
SOLVENTUM CORP COM SHS 83444M101   12,053,784 227,946 SH   SOLE   135,693 0 92,253
STERICYCLE INC COM 858912108   18,635,839 320,589 SH   SOLE   193,428 0 127,161
THERMON GROUP HLDGS INC COM 88362T103   616,923 20,056 SH   SOLE   18,223 0 1,833
MILLICOM INTL CELLULAR S A COM STK L6388F110   777,621 31,675 SH   SOLE   28,841 0 2,834
URBAN OUTFITTERS INC COM 917047102   221,629 5,399 SH   SOLE   4,917 0 482
V F CORP COM 918204108   286,713 21,238 SH   SOLE   19,303 0 1,935
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   17,848,303 2,012,210 SH   SOLE   1,205,971 0 806,239
WALGREENS BOOTS ALLIANCE INC COM 931427108   9,714,752 803,204 SH   SOLE   518,827 0 284,377
WARNER BROS DISCOVERY INC COM SER A 934423104   14,760,156 1,983,892 SH   SOLE   1,181,620 0 802,272
WINMARK CORP COM 974250102   667,176 1,892 SH   SOLE   1,719 0 173
WESTERN UN CO COM 959802109   710,336 58,129 SH   SOLE   52,884 0 5,245
WW INTL INC COM 98262P101   201,589 172,298 SH   SOLE   157,240 0 15,058