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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAR CORP COM 000361105 102,881,292 1,495,585 SH SOLE 1,027,955 146,995 320,635
ACUITY INC COM 00508Y102 78,010,539 261,482 SH SOLE 150,030 3,441 108,011
ADVANCED ENERGY INDS COM 007973100 214,897,510 1,621,868 SH SOLE 1,038,908 123,221 459,739
ADVANCED MICRO DEVICES INC COM 007903107 1,096,462 7,727 SH SOLE 0 0 7,727
AFLAC INC COM 001055102 571,910 5,423 SH SOLE 1,681 1,191 2,551
AGILENT TECHNOLOGIES INC COM 00846U101 57,500,018 487,247 SH SOLE 249,483 79,052 158,712
AIR LEASE CORP CL A 00912X302 150,892,502 2,579,800 SH SOLE 1,379,826 278,632 921,342
AKAMAI TECHNOLOGIES INC COM 00971T101 175,236,948 2,197,053 SH SOLE 1,325,990 494,390 376,673
ALBANY INTL CORP CL A 012348108 186,212,542 2,655,248 SH SOLE 1,759,217 323,492 572,539
ALBEMARLE CORP COM 012653101 89,157,162 1,422,645 SH SOLE 887,303 325,722 209,620
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 35,920,038 494,562 SH SOLE 239,974 65,770 188,818
ALPHABET INC CAP STK CL A 02079K305 495,559 2,812 SH SOLE 0 0 2,812
ALPHABET INC CAP STK CL C 02079K107 418,108 2,357 SH SOLE 0 0 2,357
AMAZON COM INC COM 023135106 1,024,551 4,670 SH SOLE 0 0 4,670
AMBEV SA SPONSORED ADR 02319V103 1,649,831 684,577 SH SOLE 682,092 2,485 0
AMERICAN TOWER CORP NEW COM 03027X100 2,638,758 11,939 SH SOLE 6,521 690 4,728
AMERICOLD REALTY TRUST INC COM 03064D108 43,235,938 2,599,876 SH SOLE 1,343,470 402,218 854,188
AMKOR TECHNOLOGY INC COM 031652100 92,883,101 4,425,112 SH SOLE 3,011,466 413,070 1,000,576
ANSYS INC COM 03662Q105 226,165,309 643,942 SH SOLE 409,276 128,330 106,336
APPLE INC COM 037833100 1,422,649 6,934 SH SOLE 0 0 6,934
APPLIED MATLS INC COM 038222105 56,563,321 308,971 SH SOLE 143,271 86,471 79,229
ARCHROCK INC COM 03957W106 293,549,149 11,822,358 SH SOLE 8,300,719 2,262,734 1,258,905
ARROW ELECTRS INC COM 042735100 187,884,576 1,474,414 SH SOLE 932,474 293,137 248,803
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 36,512,253 3,534,584 SH SOLE 2,308,241 1,783 1,224,560
ASML HOLDING N V N Y REGISTRY SHS N07059210 2,367,306 2,954 SH SOLE 2,934 20 0
ASTRONICS CORP COM 046433108 7,917,183 236,475 SH SOLE 37,918 64,794 133,763
ATLANTIC UN BANKSHARES CORP COM 04911A107 85,087,011 2,720,173 SH SOLE 1,838,486 259,218 622,469
ATMOS ENERGY CORP COM 049560105 69,261,503 449,429 SH SOLE 217,099 77,729 154,601
AUTODESK INC COM 052769106 8,710,371 28,137 SH SOLE 7,510 0 20,627
AUTOMATIC DATA PROCESSING IN COM 053015103 2,857,326 9,265 SH SOLE 7,263 631 1,371
AVANTOR INC COM 05352A100 82,068,931 6,097,246 SH SOLE 4,382,075 1,343,753 371,418
AVNET INC COM 053807103 80,480,161 1,516,205 SH SOLE 790,426 223,119 502,660
AXOS FINANCIAL INC COM 05465C100 273,744 3,600 SH SOLE 0 0 3,600
BAIDU INC SPON ADR REP A 056752108 57,625,403 671,938 SH SOLE 517,142 85 154,711
BANCO BRADESCO S A SP ADR PFD NEW 059460303 66,610,049 21,556,650 SH SOLE 16,559,066 1,573 4,996,011
BANK AMERICA CORP COM 060505104 1,716,249 36,269 SH SOLE 27,161 3,167 5,941
BANK OZK LITTLE ROCK ARK COM 06417N103 14,909,078 316,810 SH SOLE 75,160 217,762 23,888
BARCLAYS PLC ADR 06738E204 2,540,268 136,647 SH SOLE 135,705 942 0
BATH & BODY WORKS INC COM 070830104 38,765,993 1,293,925 SH SOLE 643,250 218,853 431,822
BECTON DICKINSON & CO COM 075887109 1,094,994 6,357 SH SOLE 4,941 485 931
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 431,850 889 SH SOLE 0 0 889
BHP GROUP LTD SPONSORED ADS 088606108 4,383,788 91,158 SH SOLE 89,141 142 1,875
BIO RAD LABS INC CL A 090572207 146,212,410 605,886 SH SOLE 402,177 120,942 82,767
BOEING CO COM 097023105 448,394 2,140 SH SOLE 0 0 2,140
BORGWARNER INC COM 099724106 132,300,941 3,951,641 SH SOLE 2,565,419 871,567 514,655
BOX INC CL A 10316T104 266,277,208 7,792,719 SH SOLE 5,450,403 1,314,127 1,028,189
BROADCOM INC COM 11135F101 520,427 1,888 SH SOLE 0 0 1,888
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 88,863,676 365,649 SH SOLE 171,904 93,514 100,231
BXP INC COM 101121101 179,576,600 2,661,577 SH SOLE 1,644,111 631,211 386,255
CABOT CORP COM 127055101 242,214,075 3,229,521 SH SOLE 2,167,058 436,127 626,336
CANADIAN NATL RY CO COM 136375102 1,284,998 12,351 SH SOLE 12,281 70 0
CARNIVAL CORP UNIT 99/99/9999 143658300 134,125,004 4,769,737 SH SOLE 3,800,168 437 969,132
CASELLA WASTE SYS INC CL A 147448104 145,858,665 1,264,159 SH SOLE 873,186 120,341 270,632
CBRE GROUP INC CL A 12504L109 496,381,546 3,542,546 SH SOLE 2,149,737 657,446 735,363
CENCORA INC COM 03073E105 72,170,297 240,688 SH SOLE 123,605 38,763 78,320
CENTENE CORP DEL COM 15135B101 161,251,930 2,970,743 SH SOLE 1,836,321 670,080 464,342
CF INDS HLDGS INC COM 125269100 204,329,240 2,220,970 SH SOLE 1,516,342 566,615 138,013
CHAMPIONX CORPORATION COM 15872M104 29,867,293 1,202,387 SH SOLE 617,470 191,850 393,067
CHARLES RIV LABS INTL INC COM 159864107 151,465,535 998,257 SH SOLE 647,047 199,073 152,137
CHECK POINT SOFTWARE TECH LT ORD M22465104 157,244,588 710,710 SH SOLE 538,289 80 172,341
CHEESECAKE FACTORY INC COM 163072101 149,643,421 2,388,181 SH SOLE 1,618,968 227,885 541,328
CHUBB LIMITED COM H1467J104 499,477 1,724 SH SOLE 687 370 667
CIRRUS LOGIC INC COM 172755100 139,489,020 1,337,960 SH SOLE 946,546 291,507 99,907
COMCAST CORP NEW CL A 20030N101 345,087 9,669 SH SOLE 3,022 2,472 4,175
CONMED CORP COM 207410101 147,381,973 2,829,915 SH SOLE 1,913,476 385,252 531,187
CONNECTONE BANCORP INC COM 20786W107 7,603,590 328,307 SH SOLE 253,503 69,812 4,992
CONSTELLATION ENERGY CORP COM 21037T109 637,451 1,975 SH SOLE 0 990 985
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108 131,251,482 4,758,937 SH SOLE 3,272,540 828,562 657,835
CORE LABORATORIES INC COM 21867A105 41,506,894 3,603,029 SH SOLE 2,391,113 286,654 925,262
CORNING INC COM 219350105 2,607,885 49,589 SH SOLE 39,541 4,121 5,927
COSTCO WHSL CORP NEW COM 22160K105 227,686 230 SH SOLE 0 0 230
COTERRA ENERGY INC COM 127097103 47,446,514 1,869,445 SH SOLE 1,126,329 359,119 383,997
CRACKER BARREL OLD CTRY STOR COM 22410J106 74,487,488 1,219,507 SH SOLE 825,777 114,285 279,445
CSX CORP COM 126408103 76,975,573 2,359,043 SH SOLE 1,061,313 661,500 636,230
CTS CORP COM 126501105 84,199,831 1,976,058 SH SOLE 1,337,689 188,130 450,239
CUMMINS INC COM 231021106 96,750,705 295,422 SH SOLE 122,165 83,936 89,321
D R HORTON INC COM 23331A109 237,210,350 1,839,981 SH SOLE 1,086,036 344,095 409,850
DARDEN RESTAURANTS INC COM 237194105 326,264,253 1,496,831 SH SOLE 862,492 322,262 312,077
DARLING INGREDIENTS INC COM 237266101 177,622,029 4,681,656 SH SOLE 3,042,729 380,891 1,258,036
DENNYS CORP COM 24869P104 6,410,863 1,563,625 SH SOLE 1,059,072 274,118 230,435
DENTSPLY SIRONA INC COM 24906P109 20,043,434 1,262,181 SH SOLE 646,044 204,753 411,384
DIAMONDBACK ENERGY INC COM 25278X109 63,406,527 461,474 SH SOLE 263,513 6,034 191,927
DIGI INTL INC COM 253798102 68,135,613 1,954,550 SH SOLE 1,181,349 91,706 681,495
DIODES INC COM 254543101 60,558,997 1,144,999 SH SOLE 777,265 104,837 262,897
DISNEY WALT CO COM 254687106 6,597,456 53,201 SH SOLE 11,192 1,148 40,861
DOVER CORP COM 260003108 75,206,571 410,449 SH SOLE 210,224 65,355 134,870
DUKE ENERGY CORP NEW COM NEW 26441C204 1,790,650 15,175 SH SOLE 13,104 818 1,253
EAST WEST BANCORP INC COM 27579R104 171,238,249 1,695,764 SH SOLE 1,093,063 335,446 267,255
EASTGROUP PPTYS INC COM 277276101 59,197,915 354,224 SH SOLE 209,713 15,527 128,984
EASTMAN CHEM CO COM 277432100 168,310,294 2,254,357 SH SOLE 1,395,330 442,410 416,617
ECOPETROL S A SPONSORED ADS 279158109 3,928,055 443,848 SH SOLE 146,911 0 296,937
ELEVANCE HEALTH INC COM 036752103 2,673,322 6,873 SH SOLE 3,702 504 2,667
ELI LILLY & CO COM 532457108 340,655 437 SH SOLE 0 0 437
ENERSYS COM 29275Y102 93,751,156 1,093,053 SH SOLE 747,918 118,661 226,474
ENTEGRIS INC COM 29362U104 165,095,066 2,047,056 SH SOLE 1,164,711 229,462 652,883
ENTERPRISE FINL SVCS CORP COM 293712105 91,397,786 1,658,762 SH SOLE 1,120,801 158,905 379,056
EQUINOR ASA SPONSORED ADR 29446M102 99,219,208 3,946,667 SH SOLE 3,047,086 401 899,180
ESSEX PPTY TR INC COM 297178105 14,531,335 51,275 SH SOLE 12,158 35,230 3,887
EVEREST GROUP LTD COM G3223R108 81,580,313 240,048 SH SOLE 191,415 48 48,585
EVERUS CONSTR GROUP COM 300426103 70,125,050 1,103,810 SH SOLE 746,220 105,178 252,412
EXELON CORP COM 30161N101 207,895 4,788 SH SOLE 3,602 0 1,186
EXPRO GROUP HOLDINGS NV COM N3144W105 61,867,602 7,202,282 SH SOLE 4,907,205 635,133 1,659,944
EXXON MOBIL CORP COM 30231G102 2,328,373 21,599 SH SOLE 17,158 1,449 2,992
FACTSET RESH SYS INC COM 303075105 28,407,647 63,512 SH SOLE 15,973 33,398 14,141
FB FINL CORP COM 30257X104 15,898,760 350,966 SH SOLE 231,888 59,487 59,591
FIRST MERCHANTS CORP COM 320817109 98,504,421 2,571,917 SH SOLE 1,714,379 240,639 616,899
FIRSTCASH HOLDINGS INC COM 33768G107 314,364,695 2,326,215 SH SOLE 1,576,235 310,941 439,039
FLEX LTD ORD Y2573F102 175,333,916 3,512,298 SH SOLE 1,649,513 608,005 1,254,780
FLOWSERVE CORP COM 34354P105 143,910,778 2,749,012 SH SOLE 1,832,287 272,206 644,519
FORMFACTOR INC COM 346375108 209,530,301 6,089,227 SH SOLE 4,203,002 927,625 958,600
FOUR CORNERS PPTY TR INC COM 35086T109 80,308,993 2,984,355 SH SOLE 2,006,616 320,004 657,735
FRANKLIN ELEC INC COM 353514102 115,768,818 1,290,047 SH SOLE 864,297 131,193 294,557
GATX CORP COM 361448103 473,919,329 3,086,216 SH SOLE 1,958,358 516,877 610,981
GENERAL DYNAMICS CORP COM 369550108 55,928,430 191,759 SH SOLE 97,919 31,188 62,652
GLOBAL PMTS INC COM 37940X102 59,201,586 739,650 SH SOLE 343,789 197,106 198,755
GOLDMAN SACHS GROUP INC COM 38141G104 10,772,663 15,221 SH SOLE 4,153 361 10,707
GRUPO CIBEST SA SPON ADS 40090E106 115,235,459 2,494,814 SH SOLE 1,936,277 252 558,285
HACKETT GROUP INC COM 404609109 10,666,156 419,597 SH SOLE 333,825 80,280 5,492
HDFC BANK LTD SPONSORED ADS 40415F101 92,719,561 1,209,333 SH SOLE 956,629 160 252,544
HELEN OF TROY LTD COM G4388N106 21,899,995 771,670 SH SOLE 552,362 82,644 136,664
HELMERICH & PAYNE INC COM 423452101 49,172,218 3,243,550 SH SOLE 2,103,049 321,735 818,766
HESS CORP COM 42809H107 13,642,726 98,475 SH SOLE 22,649 68,253 7,573
HEXCEL CORP NEW COM 428291108 290,389,218 5,140,542 SH SOLE 3,315,764 806,696 1,018,082
HOLOGIC INC COM 436440101 122,781,900 1,884,314 SH SOLE 1,354,473 417,236 112,605
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308 1,002,246 34,764 SH SOLE 34,527 237 0
HORACE MANN EDUCATORS CORP N COM 440327104 55,852,019 1,299,791 SH SOLE 887,177 139,573 273,041
HOULIHAN LOKEY INC CL A 441593100 444,920,797 2,472,469 SH SOLE 1,646,251 380,813 445,405
HSBC HLDGS PLC SPON ADR NEW 404280406 2,114,763 34,788 SH SOLE 34,552 236 0
HUMANA INC COM 444859102 8,476,611 34,672 SH SOLE 10,320 21,495 2,857
HUNTINGTON INGALLS INDS INC COM 446413106 216,129,397 895,094 SH SOLE 578,968 195,540 120,586
ICICI BANK LIMITED ADR 45104G104 139,089,761 4,134,654 SH SOLE 3,299,190 666 834,798
ICON PLC SHS G4705A100 86,440,499 594,297 SH SOLE 451,050 67 143,180
INFOSYS LTD SPONSORED ADR 456788108 2,485,132 134,114 SH SOLE 134,104 0 10
ING GROEP N.V. SPONSORED ADR 456837103 758,736 34,693 SH SOLE 34,693 0 0
INSPERITY INC COM 45778Q107 80,950,859 1,346,488 SH SOLE 975,419 272,628 98,441
INTEGER HLDGS CORP COM 45826H109 140,830,901 1,145,246 SH SOLE 774,572 108,640 262,034
INTEL CORP COM 458140100 361,536 16,140 SH SOLE 4,925 4,118 7,097
INTERCONTINENTAL EXCHANGE IN COM 45866F104 141,964,499 773,775 SH SOLE 341,541 225,557 206,677
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806 963,204 8,351 SH SOLE 8,351 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 950,665 3,225 SH SOLE 692 617 1,916
INTUIT COM 461202103 17,077,393 21,682 SH SOLE 6,617 0 15,065
IQVIA HLDGS INC COM 46266C105 90,516,544 574,380 SH SOLE 264,593 128,890 180,897
ISHARES INC MSCI STH KOR ETF 464286772 1,829,170 25,483 SH SOLE 25,483 0 0
ISHARES TR MSCI CHINA ETF 46429B671 206,845 3,754 SH SOLE 0 0 3,754
ISHARES TR MSCI EAFE ETF 464287465 1,134,091 12,687 SH SOLE 0 0 12,687
ISHARES TR MSCI EMG MKT ETF 464287234 3,825,191 79,295 SH SOLE 72,506 0 6,789
ISHARES TR RUS 2000 VAL ETF 464287630 4,520,297 28,653 SH SOLE 0 28,653 0
ISHARES TR RUS MDCP VAL ETF 464287473 8,537,698 64,611 SH SOLE 0 64,611 0
ISHARES TR RUS MID CAP ETF 464287499 1,933,853 21,027 SH SOLE 0 21,027 0
ISHARES TR RUSSELL 2000 ETF 464287655 2,570,922 11,914 SH SOLE 0 11,914 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 5,982,133 881,021 SH SOLE 862,093 1,659 17,269
JACK IN THE BOX INC COM 466367109 5,160,163 295,542 SH SOLE 211,569 39,957 44,016
JPMORGAN CHASE & CO. COM 46625H100 11,457,244 39,520 SH SOLE 12,490 888 26,142
KEYSIGHT TECHNOLOGIES INC COM 49338L103 78,164,333 477,019 SH SOLE 244,823 76,469 155,727
KIMBALL ELECTRONICS INC COM 49428J109 13,038,459 678,027 SH SOLE 450,384 111,717 115,926
KIMBERLY-CLARK CORP COM 494368103 535,147 4,151 SH SOLE 759 736 2,656
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 664,534 27,712 SH SOLE 27,712 0 0
KROGER CO COM 501044101 300,548 4,190 SH SOLE 2,763 0 1,427
L3HARRIS TECHNOLOGIES INC COM 502431109 541,062 2,157 SH SOLE 0 0 2,157
LABCORP HOLDINGS INC COM SHS 504922105 87,017,865 331,484 SH SOLE 150,710 89,887 90,887
LITTELFUSE INC COM 537008104 96,865,404 427,228 SH SOLE 287,713 45,835 93,680
LKQ CORP COM 501889208 42,964,872 1,160,899 SH SOLE 539,921 248,653 372,325
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 207,557 48,837 SH SOLE 48,837 0 0
LUXFER HLDGS PLC SHS G5698W116 8,705,229 714,715 SH SOLE 551,053 152,844 10,818
MAGNA INTL INC COM 559222401 757,490 19,619 SH SOLE 19,512 107 0
MASCO CORP COM 574599106 148,526,790 2,307,750 SH SOLE 1,170,795 363,917 773,038
MASTERCARD INCORPORATED CL A 57636Q104 226,462 403 SH SOLE 0 0 403
MEDIAALPHA INC CL A 58450V104 2,952,197 269,607 SH SOLE 59,547 0 210,060
MERITAGE HOMES CORP COM 59001A102 103,533,075 1,545,962 SH SOLE 1,036,635 157,365 351,962
META PLATFORMS INC CL A 30303M102 773,518 1,048 SH SOLE 0 0 1,048
MICROSOFT CORP COM 594918104 1,775,256 3,569 SH SOLE 0 0 3,569
MIDDLEBY CORP COM 596278101 190,067,760 1,319,915 SH SOLE 890,976 211,648 217,291
MONOLITHIC PWR SYS INC COM 609839105 148,569,607 203,136 SH SOLE 145,925 45,443 11,768
MOOG INC CL A 615394202 393,048,924 2,171,901 SH SOLE 1,459,678 311,622 400,601
MORGAN STANLEY COM NEW 617446448 11,849,988 84,126 SH SOLE 18,511 3,087 62,528
MRC GLOBAL INC COM 55345K103 3,192,086 232,829 SH SOLE 59,680 126,270 46,879
MURPHY OIL CORP COM 626717102 68,954,445 3,064,642 SH SOLE 1,606,991 452,807 1,004,844
NAPCO SEC TECHNOLOGIES INC COM 630402105 285,024 9,600 SH SOLE 0 0 9,600
NETFLIX INC COM 64110L106 274,522 205 SH SOLE 0 0 205
NEXTRACKER INC CLASS A COM 65290E101 70,878,472 1,303,632 SH SOLE 685,591 157,139 460,902
NICE LTD SPONSORED ADR 653656108 24,623,700 145,780 SH SOLE 145,718 62 0
NORFOLK SOUTHN CORP COM 655844108 8,191,040 32,000 SH SOLE 8,111 566 23,323
NORTHERN TR CORP COM 665859104 281,601 2,221 SH SOLE 0 1,464 757
NOV INC COM 62955J103 50,086,958 4,029,522 SH SOLE 2,105,873 667,219 1,256,430
NOVARTIS AG SPONSORED ADR 66987V109 102,883,549 850,207 SH SOLE 637,518 86 212,603
NPK INTERNATIONAL INC COM SHS 651718504 474,492 55,757 SH SOLE 55,757 0 0
NVIDIA CORPORATION COM 67066G104 1,790,659 11,334 SH SOLE 0 0 11,334
NXP SEMICONDUCTORS N V COM N6596X109 373,836 1,711 SH SOLE 1,711 0 0
OCCIDENTAL PETE CORP COM 674599105 262,226 6,242 SH SOLE 4,278 0 1,964
OCEANEERING INTL INC COM 675232102 87,425,636 4,219,384 SH SOLE 2,869,337 412,191 937,856
ON SEMICONDUCTOR CORP COM 682189105 106,900,991 2,039,706 SH SOLE 1,263,360 646,392 129,954
ONE GAS INC COM 68235P108 95,169,659 1,324,376 SH SOLE 894,725 127,016 302,635
ONEOK INC NEW COM 682680103 22,414,211 274,583 SH SOLE 41,004 121,264 112,315
OXFORD INDS INC COM 691497309 8,287,073 205,890 SH SOLE 140,160 21,961 43,769
PACKAGING CORP AMER COM 695156109 51,827,707 275,021 SH SOLE 140,693 44,966 89,362
PAPA JOHNS INTL INC COM 698813102 79,133,925 1,616,958 SH SOLE 1,152,773 347,704 116,481
PARSONS CORP DEL COM 70202L102 145,530,541 2,027,735 SH SOLE 1,349,934 186,779 491,022
PEBBLEBROOK HOTEL TR COM 70509V100 51,688,080 5,173,982 SH SOLE 3,361,885 400,035 1,412,062
PENN ENTERTAINMENT INC COM 707569109 52,594,519 2,943,174 SH SOLE 2,090,877 643,047 209,250
PERFORMANCE FOOD GROUP CO COM 71377A103 69,898,152 799,110 SH SOLE 458,527 10,516 330,067
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 40,114,166 3,206,568 SH SOLE 2,551,782 0 654,786
PINNACLE FINL PARTNERS INC COM 72346Q104 76,313,183 691,180 SH SOLE 345,135 112,398 233,647
PLEXUS CORP COM 729132100 101,045,990 746,774 SH SOLE 502,850 72,882 171,042
POPULAR INC COM NEW 733174700 79,653,947 722,747 SH SOLE 356,665 125,969 240,113
PPG INDS INC COM 693506107 1,525,047 13,407 SH SOLE 10,797 1,191 1,419
PROCTER AND GAMBLE CO COM 742718109 214,763 1,348 SH SOLE 0 0 1,348
PROGRESSIVE CORP COM 743315103 105,785,439 396,408 SH SOLE 152,678 119,527 124,203
PRUDENTIAL PLC ADR 74435K204 740,642 29,602 SH SOLE 29,399 203 0
QIAGEN NV COM SHS N72482206 201,960,184 4,202,251 SH SOLE 2,680,113 835,570 686,568
RAYMOND JAMES FINL INC COM 754730109 380,470,327 2,480,735 SH SOLE 1,492,881 496,527 491,327
REGAL REXNORD CORPORATION COM 758750103 45,039,072 310,700 SH SOLE 185,275 0 125,425
REINSURANCE GRP OF AMERICA I COM NEW 759351604 476,319,884 2,401,290 SH SOLE 1,504,070 404,838 492,382
RELX PLC SPONSORED ADR 759530108 3,226,220 59,371 SH SOLE 59,000 371 0
RENAISSANCERE HLDGS LTD COM G7496G103 140,728,487 579,368 SH SOLE 283,923 95,000 200,445
REPUBLIC SVCS INC COM 760759100 270,084,066 1,095,187 SH SOLE 696,415 220,366 178,406
RESTAURANT BRANDS INTL INC COM 76131D103 4,957,034 74,778 SH SOLE 25,193 133 49,452
RIO TINTO PLC SPONSORED ADR 767204100 82,491,744 1,414,225 SH SOLE 1,068,350 119 345,756
ROGERS COMMUNICATIONS INC CL B 775109200 888,673 29,962 SH SOLE 29,851 111 0
ROSS STORES INC COM 778296103 65,931,048 516,782 SH SOLE 243,707 123,501 149,574
ROYAL CARIBBEAN GROUP COM V7780T103 38,690,639 123,557 SH SOLE 32,907 81,236 9,414
RTX CORPORATION COM 75513E101 1,072,955 7,348 SH SOLE 2,623 1,629 3,096
RYDER SYS INC COM 783549108 297,642,912 1,871,968 SH SOLE 1,314,921 334,485 222,562
S & T BANCORP INC COM 783859101 9,413,738 248,909 SH SOLE 190,429 54,722 3,758
SABRE CORP COM 78573M104 93,480,093 29,582,308 SH SOLE 19,746,049 2,666,878 7,169,381
SANMINA CORPORATION COM 801056102 100,448,420 1,026,765 SH SOLE 601,269 44,158 381,338
SAP SE SPON ADR 803054204 676,318 2,224 SH SOLE 2,224 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 188,702,394 803,536 SH SOLE 529,225 165,176 109,135
SCHLUMBERGER LTD COM STK 806857108 5,355,306 158,441 SH SOLE 51,480 3,191 103,770
SCHNEIDER NATIONAL INC CL B 80689H102 53,195,205 2,202,700 SH SOLE 1,123,343 337,826 741,531
SCOTTS MIRACLE-GRO CO CL A 810186106 247,804,993 3,756,898 SH SOLE 2,235,337 508,050 1,013,511
SEALED AIR CORP NEW COM 81211K100 76,607,236 2,468,812 SH SOLE 1,264,315 364,394 840,103
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 46,872,478 1,556,708 SH SOLE 797,386 246,073 513,249
SHELL PLC SPON ADS 780259305 1,991,899 28,290 SH SOLE 28,100 190 0
SKYWORKS SOLUTIONS INC COM 83088M102 71,517,142 959,704 SH SOLE 478,562 148,402 332,740
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 2,172,463 70,926 SH SOLE 70,698 228 0
SMITH A O CORP COM 831865209 134,212,610 2,046,860 SH SOLE 1,466,405 455,795 124,660
SNAP ON INC COM 833034101 297,858,384 957,190 SH SOLE 587,326 190,845 179,019
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 37,057,625 1,050,684 SH SOLE 861,030 161 189,493
SONOCO PRODS CO COM 835495102 115,268,036 2,646,190 SH SOLE 1,741,072 549,719 355,399
SONY GROUP CORP SPONSORED ADR 835699307 2,087,294 80,188 SH SOLE 79,708 480 0
SOUTHERN CO COM 842587107 1,702,161 18,536 SH SOLE 15,519 1,134 1,883
SOUTHSTATE CORPORATION COM 840441109 129,910,284 1,411,608 SH SOLE 936,426 130,348 344,834
SPDR SERIES TRUST S&P OILGAS EXP 78468R556 5,043,825 40,094 SH SOLE 0 0 40,094
SPX TECHNOLOGIES INC COM 78473E103 145,996,293 870,684 SH SOLE 594,091 84,926 191,667
STAG INDL INC COM 85254J102 138,307,052 3,812,212 SH SOLE 2,434,436 265,861 1,111,915
STEELCASE INC CL A 858155203 10,515,505 1,008,198 SH SOLE 674,043 169,478 164,677
STIFEL FINL CORP COM 860630102 303,164,419 2,921,222 SH SOLE 1,660,780 412,676 847,766
STMICROELECTRONICS N V NY REGISTRY 861012102 523,873 17,227 SH SOLE 17,227 0 0
SYNCHRONY FINANCIAL COM 87165B103 246,671 3,696 SH SOLE 0 2,125 1,571
SYNOPSYS INC COM 871607107 154,243,880 300,858 SH SOLE 133,992 63,273 103,593
SYSCO CORP COM 871829107 69,152,362 913,023 SH SOLE 403,440 230,975 278,608
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 60,735,332 268,159 SH SOLE 182,998 117 85,044
TARGET CORP COM 87612E106 220,581 2,236 SH SOLE 0 0 2,236
TECHTARGET INC COM NEW 87874R308 5,136,980 661,130 SH SOLE 437,861 86,657 136,612
TELEDYNE TECHNOLOGIES INC COM 879360105 204,890,700 399,935 SH SOLE 283,298 87,810 28,827
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 2,869,768 338,416 SH SOLE 330,766 1,100 6,550
TESLA INC COM 88160R101 465,690 1,466 SH SOLE 0 0 1,466
TIMKEN CO COM 887389104 94,311,300 1,299,949 SH SOLE 833,489 90,622 375,838
TJX COS INC NEW COM 872540109 69,934,733 566,319 SH SOLE 259,548 155,016 151,755
TRAVELERS COMPANIES INC COM 89417E109 316,233 1,182 SH SOLE 0 650 532
TRINET GROUP INC COM 896288107 65,504,550 895,605 SH SOLE 589,643 58,247 247,715
TRINITY INDS INC COM 896522109 5,839,940 216,214 SH SOLE 211,370 0 4,844
TRIUMPH FINANCIAL INC COM 89679E300 7,245,367 131,471 SH SOLE 101,029 28,456 1,986
TRUSTMARK CORP COM 898402102 106,033,410 2,908,212 SH SOLE 1,964,378 279,353 664,481
UFP TECHNOLOGIES INC COM 902673102 415,072 1,700 SH SOLE 0 0 1,700
ULTA BEAUTY INC COM 90384S303 79,359,581 169,637 SH SOLE 88,904 26,534 54,199
UMB FINL CORP COM 902788108 150,247,981 1,428,756 SH SOLE 921,922 102,415 404,419
UNILEVER PLC SPON ADR NEW 904767704 1,970,714 32,217 SH SOLE 32,003 214 0
UNION PAC CORP COM 907818108 7,644,178 33,224 SH SOLE 9,806 603 22,815
UNITED BANKSHARES INC WEST V COM 909907107 168,512,174 4,625,643 SH SOLE 2,929,154 306,938 1,389,551
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 114,819,537 3,854,298 SH SOLE 2,604,782 368,194 881,322
UNITED FIRE GROUP INC COM 910340108 5,742,009 200,070 SH SOLE 153,672 43,366 3,032
UNITEDHEALTH GROUP INC COM 91324P102 4,820,872 15,453 SH SOLE 1,856 316 13,281
VALMONT INDS INC COM 920253101 128,207,790 392,589 SH SOLE 281,610 87,169 23,810
VANECK ETF TRUST OIL SERVICES ETF 92189H607 1,371,607 5,956 SH SOLE 0 0 5,956
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 10,533,143 54,658 SH SOLE 0 54,658 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,198,396 3,943 SH SOLE 0 3,943 0
VIAVI SOLUTIONS INC COM 925550105 8,671,881 861,160 SH SOLE 706,336 143,584 11,240
VISA INC COM CL A 92826C839 273,389 770 SH SOLE 0 0 770
VORNADO RLTY TR SH BEN INT 929042109 101,625,744 2,657,577 SH SOLE 1,344,942 426,676 885,959
WEBSTER FINL CORP COM 947890109 171,676,814 3,144,264 SH SOLE 2,031,853 699,314 413,097
WEC ENERGY GROUP INC COM 92939U106 206,653,608 1,983,240 SH SOLE 1,219,319 461,647 302,274
WESBANCO INC COM 950810101 58,270,399 1,842,251 SH SOLE 1,084,248 86,405 671,598
WEX INC COM 96208T104 131,874,317 897,776 SH SOLE 609,622 139,819 148,335
WINTRUST FINL CORP COM 97650W108 177,783,600 1,433,970 SH SOLE 925,362 284,730 223,878
WOLVERINE WORLD WIDE INC COM 978097103 88,794,749 4,911,214 SH SOLE 3,112,112 334,518 1,464,584
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 3,719,942 241,085 SH SOLE 240,055 355 675
WOODWARD INC COM 980745103 341,960,352 1,395,244 SH SOLE 914,254 285,820 195,170
WSFS FINL CORP COM 929328102 10,101,575 183,665 SH SOLE 143,279 37,931 2,455
XP INC CL A G98239109 7,965,163 394,315 SH SOLE 385,637 241 8,437
YUM CHINA HLDGS INC COM 98850P109 2,854,018 63,834 SH SOLE 63,574 260 0
ZYNEX INC COM 98986M103 30,635 11,874 SH SOLE 0 0 11,874