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
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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
A. O. Smith Corporation COM 831865209 84,476,439 1,346,882 SH SOLE 1,078,672 0 268,210
AbbVie, Inc. COM 00287Y109 7,356,695 29,235 SH SOLE 20,986 0 8,249
ACI Worldwide, Inc. COM 004498101 11,626,696 231,193 SH SOLE 213,976 0 17,217
Air Products and Chemicals, In COM 009158106 11,190,974 38,171 SH SOLE 27,365 0 10,806
Alamo Group Inc. COM 011311107 22,169,469 134,777 SH SOLE 128,212 0 6,565
Amazon.com, Inc. COM 023135106 89,603,685 375,949 SH SOLE 374,425 0 1,524
American Express Company COM 025816109 136,692,237 404,116 SH SOLE 402,407 0 1,709
American Tower Corporation COM 03027X100 10,033,057 61,338 SH SOLE 43,975 0 17,363
Amgen Inc. COM 031162100 7,019,696 19,385 SH SOLE 13,905 0 5,480
Amrize Ltd COM H2927K103 177,578,224 3,331,674 SH SOLE 3,265,494 0 66,180
Api Group Corporation COM 00187Y100 8,968,078 211,761 SH SOLE 207,268 0 4,493
AptarGroup, Inc. COM 038336103 169,107,640 1,350,700 SH SOLE 1,137,255 0 213,445
Armstrong World Industries, In COM 04247X102 111,365,168 694,210 SH SOLE 590,974 0 103,236
Asbury Automotive Group, Inc. COM 043436104 49,704,965 247,190 SH SOLE 229,814 0 17,376
Assured Guaranty Ltd. COM G0585R106 93,007,243 1,160,270 SH SOLE 982,238 0 178,032
Atlanta Braves Holdings Inc Cl COM 047726302 16,562,743 319,128 SH SOLE 319,128 0 0
Avantis U.S. Large Cap Value E COM 025072349 26,742,134 293,193 SH SOLE 293,193 0 0
Avnet, Inc. COM 053807103 6,404,721 72,109 SH SOLE 51,454 0 20,655
Axis Capital Holdings Limited COM G0692U109 99,889,761 929,726 SH SOLE 777,789 0 151,937
Becton, Dickinson and Company COM 075887109 62,597,806 413,651 SH SOLE 398,746 0 14,905
Berkshire Hathaway Inc. Class COM 084670702 216,330,106 432,323 SH SOLE 430,747 0 1,576
BioMarin Pharmaceutical Inc. COM 09061G101 31,069,888 542,990 SH SOLE 424,638 0 118,352
BJ's Wholesale Club Holdings, COM 05550J101 294,314,819 3,374,396 SH SOLE 3,083,636 0 290,760
BlueLinx Holdings Inc. COM 09624H208 14,412,966 232,918 SH SOLE 218,192 0 14,726
Brown & Brown, Inc. COM 115236101 10,150,711 158,234 SH SOLE 158,234 0 0
Caci International Inc Class A COM 127190304 100,898,491 217,801 SH SOLE 204,359 0 13,442
Cal-Maine Foods, Inc. COM 128030202 133,359,749 1,655,409 SH SOLE 1,419,022 0 236,387
Canadian National Railway Comp COM 136375102 271,390 2,276 SH SOLE 281 0 1,995
Cannae Holdings, Inc. COM 13765N107 27,586,742 1,915,746 SH SOLE 1,550,935 0 364,811
Carlisle Companies Incorporate COM 142339100 38,893,329 107,218 SH SOLE 106,710 0 508
Carnival Corporation Ltd. COM G2004J103 17,196,626 601,912 SH SOLE 588,884 0 13,028
Celsius Holdings, Inc. COM 15118V207 7,420,928 253,447 SH SOLE 253,447 0 0
Chemed Corporation COM 16359R103 110,812,121 237,927 SH SOLE 201,005 0 36,922
Chubb Limited COM H1467J104 15,941,521 46,785 SH SOLE 33,573 0 13,212
Cisco Systems, Inc. COM 17275R102 4,568,489 38,894 SH SOLE 27,900 0 10,994
CNA Financial Corporation COM 126117100 39,002,720 802,360 SH SOLE 644,685 0 157,675
CNH Industrial NV COM N20944109 22,634,582 2,015,546 SH SOLE 1,665,206 0 350,340
Coca-Cola Consolidated, Inc. COM 191098102 15,241,335 79,831 SH SOLE 78,963 0 868
Commerce Bancshares, Inc. COM 200525103 19,632,805 339,962 SH SOLE 339,962 0 0
Constellation Energy Corporati COM 21037T109 93,397,800 376,043 SH SOLE 368,205 0 7,838
Cooper Companies, Inc. COM 216648501 142,048,546 1,980,875 SH SOLE 1,683,157 0 297,718
CoreCivic, Inc. COM 21871N101 220,150,797 7,246,570 SH SOLE 6,086,255 0 1,160,315
Corpay, Inc. COM 219948106 10,100,081 30,306 SH SOLE 29,652 0 654
CRH public limited company COM G25508105 130,665,618 1,221,174 SH SOLE 1,215,733 0 5,441
Deere & Company COM 244199105 22,337,931 35,215 SH SOLE 34,959 0 256
Delek US Holdings Inc COM 24665A103 93,350,723 1,837,251 SH SOLE 1,597,816 0 239,435
Delta Air Lines, Inc. COM 247361702 7,284,500 77,776 SH SOLE 76,082 0 1,694
DNOW Inc. COM 67011P100 51,051,230 3,936,101 SH SOLE 3,345,624 0 590,477
Dole PLC COM G27907107 62,560,278 4,559,787 SH SOLE 3,927,710 0 632,077
Duke Energy Corporation COM 26441C204 6,003,689 47,430 SH SOLE 23,634 0 23,796
Energy Transfer LP COM 29273V100 2,421,013 126,622 SH SOLE 123,312 0 3,310
Enovis Corporation COM 194014502 24,428,215 1,180,107 SH SOLE 1,011,540 0 168,567
Enterprise Products Partners L COM 293792107 3,215,287 87,467 SH SOLE 85,127 0 2,340
EOG Resources, Inc. COM 26875P101 6,818,220 52,557 SH SOLE 37,546 0 15,011
ePlus inc. COM 294268107 131,682,178 1,582,148 SH SOLE 1,344,113 0 238,035
Estee Lauder Companies Inc. Cl COM 518439104 11,828,763 149,826 SH SOLE 145,877 0 3,949
Expand Energy Corporation COM 165167735 2,392,096 26,232 SH SOLE 18,823 0 7,409
Expedia Group, Inc. COM 30212P303 5,543,128 21,663 SH SOLE 21,227 0 436
Expeditors International Of Wa COM 302130109 16,748,803 102,766 SH SOLE 92,545 0 10,221
FedEx Freight Holding Company, COM 314352105 18,467,904 122,304 SH SOLE 120,809 0 1,495
First Citizens BancShares, Inc COM 31946M103 82,782,149 39,784 SH SOLE 39,569 0 215
GE Healthcare Technologies Inc COM 36266G107 84,493,136 1,319,999 SH SOLE 1,317,029 0 2,970
Genuine Parts Company COM 372460105 46,523,761 394,336 SH SOLE 376,576 0 17,760
Genworth Financial, Inc. COM 37247D106 137,049,982 14,472,015 SH SOLE 12,291,149 0 2,180,866
GEO Group Inc COM 36162J106 11,674,821 395,087 SH SOLE 365,473 0 29,614
GXO Logistics Inc COM 36262G101 165,421,628 3,262,754 SH SOLE 2,830,625 0 432,129
H2O America COM 784305104 7,697,067 126,659 SH SOLE 90,463 0 36,196
Haemonetics Corporation COM 405024100 96,420,150 1,285,602 SH SOLE 1,085,733 0 199,869
HF Sinclair Corporation COM 403949100 21,518,437 308,951 SH SOLE 235,960 0 72,991
Howard Hughes Holdings Inc. COM 44267T102 35,176,797 492,052 SH SOLE 428,805 0 63,247
Hub Group, Inc. Class A COM 443320106 38,270,446 873,954 SH SOLE 737,942 0 136,012
Huntington Ingalls Industries, COM 446413106 34,815,237 124,389 SH SOLE 96,539 0 27,850
Icon PLC COM G4705A100 49,531,148 285,137 SH SOLE 223,589 0 61,548
ICU Medical, Inc. COM 44930G107 91,814,114 626,290 SH SOLE 530,798 0 95,492
IDACORP, Inc. COM 451107106 4,102,348 27,114 SH SOLE 13,511 0 13,603
Independence Realty Trust, Inc COM 45378A106 29,232,702 1,751,510 SH SOLE 1,629,800 0 121,710
Ingles Markets, Incorporated C COM 457030104 81,138,394 915,990 SH SOLE 788,853 0 127,137
Ingram Micro Holding Corporati COM 457152106 44,193,872 1,611,151 SH SOLE 1,281,142 0 330,009
International Flavors & Fragra COM 459506101 108,130,784 1,364,943 SH SOLE 1,119,342 0 245,601
Ituran Location and Control Lt COM M6158M104 9,495,291 155,635 SH SOLE 143,294 0 12,341
Janus International Group, Inc COM 47103N106 24,202,429 4,360,798 SH SOLE 3,760,911 0 599,887
Johnson & Johnson COM 478160104 6,042,454 23,792 SH SOLE 17,053 0 6,739
Keurig Dr Pepper Inc. COM 49271V100 65,247,910 1,993,520 SH SOLE 1,985,130 0 8,390
Kinder Morgan Inc Class P COM 49456B101 13,039,572 407,869 SH SOLE 291,418 0 116,451
Kroger Co. COM 501044101 27,024,563 486,666 SH SOLE 443,453 0 43,213
Labcorp Holdings Inc. COM 504922105 164,943,800 589,085 SH SOLE 587,093 0 1,992
Landstar System, Inc. COM 515098101 7,565,317 36,581 SH SOLE 36,581 0 0
Lennar Corporation Class B COM 526057302 6,527,548 73,583 SH SOLE 52,243 0 21,340
LGI Homes, Inc. COM 50187T106 50,851,155 798,542 SH SOLE 679,147 0 119,395
Limbach Holdings, Inc. COM 53263P105 4,716,019 61,247 SH SOLE 57,043 0 4,204
Lithia Motors, Inc. COM 536797103 198,314,328 682,689 SH SOLE 608,849 0 73,840
LKQ Corporation COM 501889208 26,743,776 1,015,715 SH SOLE 807,189 0 208,526
Lockheed Martin Corporation COM 539830109 35,109,436 68,915 SH SOLE 64,964 0 3,951
Madison Square Garden Sports C COM 55825T103 11,307,778 28,140 SH SOLE 28,140 0 0
Marsh & McLennan Companies, In COM 571748102 215,004 1,290 SH SOLE 163 0 1,127
Matador Resources Company COM 576485205 8,949,747 179,786 SH SOLE 179,786 0 0
MAXIMUS, Inc. COM 577933104 40,852,170 759,899 SH SOLE 649,169 0 110,730
McGrath RentCorp COM 580589109 247,669,135 2,046,345 SH SOLE 1,773,928 0 272,417
MDU Resources Group, Inc. COM 552690109 72,197,886 3,403,955 SH SOLE 2,837,307 0 566,648
Medtronic PLC COM G5960L103 7,416,126 94,799 SH SOLE 67,771 0 27,028
Meta Platforms Inc Class A COM 30303M102 97,684,625 173,418 SH SOLE 169,958 0 3,460
Micron Technology, Inc. COM 595112103 9,255,097 8,018 SH SOLE 5,719 0 2,299
Microsoft Corporation COM 594918104 15,215,486 40,790 SH SOLE 34,200 0 6,590
Mid-America Apartment Communit COM 59522J103 184,009,357 1,324,380 SH SOLE 1,293,482 0 30,898
Murphy USA, Inc. COM 626755102 57,356,784 106,439 SH SOLE 91,788 0 14,651
News Corporation Class A COM 65249B109 10,531,545 424,146 SH SOLE 424,146 0 0
NMI Holdings, Inc. COM 629209305 14,723,780 358,330 SH SOLE 334,148 0 24,182
Nomad Foods Ltd. COM G6564A105 34,010,010 3,105,937 SH SOLE 2,615,654 0 490,283
NorthWestern Energy Group, Inc COM 668074305 57,077,058 796,943 SH SOLE 664,095 0 132,848
Oracle Corporation COM 68389X105 2,981,560 20,345 SH SOLE 14,549 0 5,796
Otis Worldwide Corporation COM 68902V107 18,323,371 255,913 SH SOLE 251,194 0 4,719
Owens Corning COM 690742101 54,062,773 340,103 SH SOLE 273,249 0 66,854
Paycom Software, Inc. COM 70432V102 65,619,916 522,119 SH SOLE 442,226 0 79,893
PepsiCo, Inc. COM 713448108 6,220,818 45,944 SH SOLE 32,963 0 12,981
Permian Resources Corporation COM 71424F105 49,846,088 2,707,555 SH SOLE 2,152,390 0 555,165
PNC Financial Services Group, COM 693475105 19,906,395 80,848 SH SOLE 58,016 0 22,832
PriceSmart, Inc. COM 741511109 76,466,820 391,455 SH SOLE 332,516 0 58,939
Progressive Corporation COM 743315103 102,032,534 467,075 SH SOLE 448,523 0 18,552
Progyny, Inc. COM 74340E103 18,307,713 635,023 SH SOLE 587,459 0 47,564
Pursuit Attractions and Hospit COM 92552R406 111,520,449 1,992,504 SH SOLE 1,659,162 0 333,342
Qualcomm Incorporated COM 747525103 6,735,595 36,450 SH SOLE 25,936 0 10,514
Radian Group Inc. COM 750236101 40,733,965 1,081,337 SH SOLE 885,379 0 195,958
Rayonier Inc. COM 754907103 53,829,696 2,529,591 SH SOLE 2,464,026 0 65,565
RELX PLC Sponsored ADR COM 759530108 7,678,360 242,449 SH SOLE 173,217 0 69,232
Rentokil Initial plc Sponsored COM 760125104 52,599,199 1,838,490 SH SOLE 1,458,903 0 379,587
Restaurant Brands Internationa COM 76131D103 7,690,048 106,055 SH SOLE 104,967 0 1,088
Ridgepost Capital, Inc. Class COM 69376K106 25,584,984 3,250,951 SH SOLE 2,906,742 0 344,209
Royalty Pharma Plc Class A COM G7709Q104 21,521,853 383,839 SH SOLE 274,607 0 109,232
RPM International Inc. COM 749685103 7,609,107 68,458 SH SOLE 48,994 0 19,464
Salesforce, Inc. COM 79466L302 6,737,633 43,008 SH SOLE 30,879 0 12,129
Science Applications Internati COM 808625107 49,789,169 450,948 SH SOLE 379,267 0 71,681
Simply Good Foods Co COM 82900L102 34,233,118 2,577,795 SH SOLE 2,196,633 0 381,162
Simpson Manufacturing Co., Inc COM 829073105 14,115,214 67,424 SH SOLE 66,093 0 1,331
Smith & Nephew plc Sponsored A COM 83175M205 92,822,248 3,221,876 SH SOLE 2,794,802 0 427,074
Southwest Gas Holdings, Inc. COM 844895102 76,729,661 865,242 SH SOLE 727,631 0 137,611
Spire Inc. COM 84857L101 77,553,131 993,125 SH SOLE 834,708 0 158,417
Sprouts Farmers Market, Inc. COM 85208M102 83,343,017 985,375 SH SOLE 850,696 0 134,679
SS&C Technologies Holdings, In COM 78467J100 9,474,477 152,691 SH SOLE 152,691 0 0
St. Joe Company COM 790148100 9,190,389 146,741 SH SOLE 146,741 0 0
StandardAero, Inc. COM 85423L103 196,849,674 6,581,400 SH SOLE 6,280,156 0 301,244
Starbucks Corporation COM 855244109 12,152,333 118,919 SH SOLE 85,229 0 33,690
Talen Energy Corp COM 87422Q109 11,382,165 29,621 SH SOLE 24,279 0 5,342
TD SYNNEX Corporation COM 87162W100 46,407,551 173,590 SH SOLE 140,240 0 33,350
TE Connectivity plc COM G87052109 5,426,333 26,915 SH SOLE 19,228 0 7,687
Teleflex Incorporated COM 879369106 69,486,409 548,173 SH SOLE 467,242 0 80,931
Tennant Company COM 880345103 17,829,885 203,677 SH SOLE 188,877 0 14,800
Texas Instruments Incorporated COM 882508104 17,479,719 58,643 SH SOLE 41,880 0 16,763
TFI International Inc. COM 87241L109 11,723,208 81,655 SH SOLE 81,655 0 0
Titan America SA COM B9151N105 55,264,090 2,961,634 SH SOLE 2,431,313 0 530,321
Trinity Industries, Inc. COM 896522109 48,017,753 1,388,599 SH SOLE 1,161,977 0 226,622
TripAdvisor, Inc. COM 896945201 13,763,442 1,003,898 SH SOLE 929,338 0 74,560
TXNM Energy, Inc. COM 69349H107 17,962,467 316,352 SH SOLE 292,769 0 23,583
Uber Technologies, Inc. COM 90353T100 388,221 5,380 SH SOLE 628 0 4,752
UFP Industries, Inc. COM 90278Q108 80,684,828 889,187 SH SOLE 770,754 0 118,433
UGI Corporation COM 902681105 59,436,018 1,720,788 SH SOLE 1,369,000 0 351,788
UniFirst Corporation COM 904708104 12,574,280 47,547 SH SOLE 43,748 0 3,799
Unilever PLC Sponsored ADR COM 904767803 24,585,533 408,941 SH SOLE 357,643 0 51,298
Union Pacific Corporation COM 907818108 59,944,720 220,385 SH SOLE 207,044 0 13,341
United Natural Foods, Inc. COM 911163103 15,431,345 337,888 SH SOLE 337,888 0 0
United Parks & Resorts Inc. COM 81282V100 63,158,445 1,322,967 SH SOLE 1,116,136 0 206,831
Vail Resorts, Inc. COM 91879Q109 67,317,598 494,437 SH SOLE 418,831 0 75,606
Verra Mobility Corp. Class A COM 92511U102 4,576,094 1,076,728 SH SOLE 996,293 0 80,435
Vontier Corp COM 928881101 95,438,536 3,290,984 SH SOLE 2,777,539 0 513,445
Walt Disney Company COM 254687106 110,494,326 1,147,993 SH SOLE 1,144,746 0 3,247
Warner Music Group Corp. Class COM 934550203 6,867,848 253,707 SH SOLE 181,514 0 72,193
Watsco, Inc. COM 942622200 5,014,929 12,034 SH SOLE 8,610 0 3,424
Wells Fargo & Company COM 949746101 57,286,874 693,210 SH SOLE 644,784 0 48,426
WESCO International, Inc. COM 95082P105 24,186,663 70,019 SH SOLE 55,555 0 14,464
WEX Inc. COM 96208T104 59,951,257 424,915 SH SOLE 356,936 0 67,979
White Mountains Insurance Grou COM G9618E107 240,264,433 115,880 SH SOLE 98,930 0 16,950
Williams Companies, Inc. COM 969457100 19,014,313 255,775 SH SOLE 182,801 0 72,974
Willis Towers Watson Public Li COM G96629103 97,201,673 371,893 SH SOLE 371,021 0 872
WillScot Holdings Corporation COM 971378104 80,332,762 2,783,533 SH SOLE 2,398,828 0 384,705
Hewlett Packard Enterprise Co. COM 42824C208 7,442,027 64,344 SH SOLE 45,956 0 18,388
Oracle Corporation Depositary COM 68389X204 8,175,371 181,877 SH SOLE 130,119 0 51,758