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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aaron's, Inc. COM 002535300 83,898 3,832,719 SH   SOLE   3,656,969 0 175,750
Abbott Laboratories COM 002824100 470,488 11,968,670 SH   SOLE   10,899,935 0 1,068,735
Aetna, Inc. COM 00817Y108 97,108 795,119 SH   SOLE   755,212 0 39,907
Aircastle Ltd. COM G0129K104 54,724 2,797,733 SH   SOLE   2,718,468 0 79,265
Alaska Air Group, Inc. COM 011659109 17,062 292,716 SH   SOLE   291,401 0 1,315
Alere, Inc. COM 01449J105 44,792 1,074,665 SH   SOLE   1,070,130 0 4,535
Alleghany Corp. COM 017175100 20,931 38,086 SH   SOLE   37,948 0 138
Allergan PLC COM G0177J108 14,444 62,502 SH   SOLE   61,666 0 836
Alphabet, Inc. (Cl. A) COM 02079K305 329,854 468,856 SH   SOLE   433,338 0 35,518
Alphabet, Inc. (Cl. C) COM 02079K107 2,217 3,204 SH   SOLE   3,204 0 0
Amazon.com, Inc. COM 023135106 342 478 SH   SOLE   478 0 0
American Equity Investment Lif COM 025676206 7,161 502,515 SH   SOLE   501,285 0 1,230
American Express Co. COM 025816109 452 7,440 SH   SOLE   7,440 0 0
American International Group, COM 026874784 121,871 2,304,228 SH   SOLE   2,188,594 0 115,634
Anixter International, Inc. COM 035290105 37,500 703,822 SH   SOLE   669,747 0 34,075
Apple, Inc. COM 037833100 299,885 3,136,874 SH   SOLE   2,883,852 0 253,022
Assured Guaranty Ltd. COM G0585R106 8,832 348,123 SH   SOLE   346,653 0 1,470
AT&T, Inc. COM 00206R102 222 5,135 SH   SOLE   5,135 0 0
Avis Budget Group, Inc. COM 053774105 188,576 5,850,944 SH   SOLE   5,766,399 0 84,545
Axalta Coating Systems Ltd. COM G0750C108 79,621 3,001,150 SH   SOLE   2,865,485 0 135,665
B&G Foods, Inc. COM 05508R106 114,174 2,368,752 SH   SOLE   2,252,897 0 115,855
Bank of America Corp. COM 060505104 196 14,741 SH   SOLE   14,741 0 0
BankUnited, Inc. COM 06652K103 164,385 5,351,068 SH   SOLE   5,212,682 0 138,386
Berkshire Hathaway, Inc. (Cl B COM 084670702 76,642 529,332 SH   SOLE   527,854 0 1,478
BioScrip, Inc. COM 09069N108 13,559 5,317,224 SH   SOLE   5,301,879 0 15,345
BOK Financial Corp. COM 05561Q201 60,621 966,843 SH   SOLE   913,438 0 53,405
Borgwarner, Inc. COM 099724106 282,900 9,583,340 SH   SOLE   8,890,353 0 692,987
Boston Scientific Corp. COM 101137107 113,667 4,863,821 SH   SOLE   4,596,981 0 266,840
Bridge Bancorp, Inc. COM 108035106 496 17,480 SH   SOLE   17,480 0 0
Brink's Co. COM 109696104 26,232 920,737 SH   SOLE   875,701 0 45,036
Broadridge Financial Solutions COM 11133T103 47,142 723,042 SH   SOLE   700,437 0 22,605
Brown & Brown, Inc. COM 115236101 131,096 3,498,705 SH   SOLE   3,362,060 0 136,645
Callaway Golf Co. COM 131193104 4,032 394,902 SH   SOLE   392,341 0 2,561
Capital One Financial Corp. COM 14040H105 329,170 5,182,964 SH   SOLE   4,717,367 0 465,597
Carrizo Oil & Gas, Inc. COM 144577103 5,352 149,287 SH   SOLE   148,137 0 1,150
Carter's, Inc. COM 146229109 13,949 131,010 SH   SOLE   130,435 0 575
Charter Communications, Inc. ( COM 16119P108 82,620 361,354 SH   SOLE   342,957 0 18,397
Cimarex Energy Co. COM 171798101 418,547 3,507,769 SH   SOLE   3,204,510 0 303,259
Cincinnati Bell, Inc. COM 171871106 5,710 1,249,503 SH   SOLE   1,240,758 0 8,745
Cisco Systems, Inc. COM 17275R102 323,152 11,263,573 SH   SOLE   10,124,330 0 1,139,243
Citigroup, Inc. COM 172967424 433,027 10,215,308 SH   SOLE   9,451,669 0 763,639
Colfax Corp. COM 194014106 129,492 4,893,896 SH   SOLE   4,753,246 0 140,650
Colony Capital, Inc. (Cl A) COM 19624R106 33,911 2,209,214 SH   SOLE   2,119,949 0 89,265
Comcast Corp. (Cl A) COM 20030N101 251,767 3,862,048 SH   SOLE   3,440,812 0 421,236
Comerica, Inc. COM 200340107 351 8,532 SH   SOLE   8,532 0 0
CommScope Holding Co. Inc. COM 20337X109 75,622 2,437,070 SH   SOLE   2,337,060 0 100,010
Concordia International Corp. COM 20653P102 28,061 1,302,740 SH   SOLE   1,298,160 0 4,580
Corrections Corp. of America COM 22025Y407 9,004 257,111 SH   SOLE   257,111 0 0
Coty, Inc. (Cl A) COM 222070203 15,151 582,950 SH   SOLE   541,530 0 41,420
CSG Systems International, Inc COM 126349109 1,819 45,115 SH   SOLE   43,810 0 1,305
Deere & Co. COM 244199105 79,680 983,217 SH   SOLE   980,377 0 2,840
ETF SER SOLUTIONS DMND HILL VAL 26922A875 12,533 529,051 SH   SOLE   529,051 0 0
Discover Financial Services COM 254709108 2,302 42,947 SH   SOLE   42,947 0 0
Dolby Laboratories, Inc. COM 25659T107 470 9,812 SH   SOLE   8,172 0 1,640
Dollar General Corp. COM 256677105 810 8,619 SH   SOLE   8,619 0 0
Dover Corp. COM 260003108 28,660 413,445 SH   SOLE   385,005 0 28,440
DST Systems, Inc. COM 233326107 50,769 436,047 SH   SOLE   434,377 0 1,670
Eastman Chemical Co. COM 277432100 63,667 937,660 SH   SOLE   889,287 0 48,373
Edgewell Personal Care Co. COM 28035Q102 42,762 506,596 SH   SOLE   482,426 0 24,170
Emerson Electric Co. COM 291011104 265 5,081 SH   SOLE   5,081 0 0
Endurance Specialty Holdings L COM G30397106 67,103 999,146 SH   SOLE   953,626 0 45,520
Enstar Group Ltd. COM G3075P101 51,203 316,087 SH   SOLE   309,032 0 7,055
EOG Resources, Inc. COM 26875P101 124,322 1,490,311 SH   SOLE   1,438,628 0 51,683
Express Scripts Holding Co. COM 30219G108 211 2,785 SH   SOLE   2,785 0 0
Exxon Mobil Corp. COM 30231G102 233 2,482 SH   SOLE   2,482 0 0
Facebook, Inc. COM 30303M102 395 3,459 SH   SOLE   3,459 0 0
First Horizon National Corp. COM 320517105 48,942 3,551,655 SH   SOLE   3,361,815 0 189,840
First Niagara Financial Group, COM 33582V108 6,718 689,726 SH   SOLE   686,391 0 3,335
First of Long Island Corp. COM 320734106 9,627 335,771 SH   SOLE   290,248 0 45,523
First Republic Bank COM 33616C100 58,870 841,123 SH   SOLE   784,173 0 56,950
Flowers Foods, Inc. COM 343498101 71,133 3,793,779 SH   SOLE   3,613,834 0 179,945
Ford Motor Co. COM 345370860 139,913 11,130,717 SH   SOLE   10,589,750 0 540,967
Fortress Investment Group LLC COM 34958B106 16,902 3,823,962 SH   SOLE   3,813,057 0 10,905
Franklin Resources, Inc. COM 354613101 199,419 5,975,996 SH   SOLE   5,818,708 0 157,288
General Electric Co. COM 369604103 295 9,379 SH   SOLE   9,379 0 0
GlaxoSmithKline PLC COM 37733W105 6,558 151,307 SH   SOLE   151,307 0 0
Global Sources Ltd. COM G39300101 1,674 182,570 SH   SOLE   181,927 0 643
Goodyear Tire & Rubber Co. COM 382550101 149,542 5,827,832 SH   SOLE   5,619,574 0 208,258
Greatbatch, Inc. COM 39153L106 11,314 365,806 SH   SOLE   364,581 0 1,225
Greenlight Capital Re Ltd. COM G4095J109 3,879 192,395 SH   SOLE   191,600 0 795
Hanesbrands, Inc. COM 410345102 157,088 6,251,030 SH   SOLE   5,978,762 0 272,268
Hillenbrand, Inc. COM 431571108 13,846 460,909 SH   SOLE   459,104 0 1,805
Home Depot, Inc. COM 437076102 221 1,732 SH   SOLE   1,732 0 0
Horizon Global Corp. COM 44052W104 2,027 178,577 SH   SOLE   177,717 0 860
Hub Group, Inc. COM 443320106 142,757 3,720,532 SH   SOLE   3,564,993 0 155,539
Huntington Bancshares, Inc. COM 446150104 111 12,408 SH   SOLE   12,408 0 0
Hyster-Yale Materials Handling COM 449172105 14,325 240,790 SH   SOLE   239,900 0 890
Illinois Tool Works, Inc. COM 452308109 179,534 1,723,633 SH   SOLE   1,658,087 0 65,546
Infinity Property & Casualty C COM 45665Q103 11,999 148,765 SH   SOLE   139,115 0 9,650
International Business Machine COM 459200101 176,428 1,162,395 SH   SOLE   1,125,584 0 36,811
iStar, Inc. COM 45031U101 70,696 7,371,817 SH   SOLE   7,126,852 0 244,965
ITC Holdings Corp. COM 465685105 52,444 1,120,130 SH   SOLE   1,073,225 0 46,905
Johnson & Johnson COM 478160104 256 2,110 SH   SOLE   2,110 0 0
Jones Lang Lasalle, Inc. COM 48020Q107 312 3,200 SH   SOLE   3,200 0 0
JPMorgan Chase & Co. COM 46625H100 312,938 5,036,017 SH   SOLE   4,468,293 0 567,724
Juniper Networks, Inc. COM 48203R104 158,955 7,067,807 SH   SOLE   6,782,462 0 285,345
Kennametal, Inc. COM 489170100 3,262 147,551 SH   SOLE   146,106 0 1,445
Keysight Technologies, Inc. COM 49338L103 20,003 687,641 SH   SOLE   642,671 0 44,970
Kimberly-Clark Corp. COM 494368103 276,604 2,011,960 SH   SOLE   1,791,691 0 220,269
Kirby Corp. COM 497266106 74,901 1,200,530 SH   SOLE   1,144,735 0 55,795
Kraft Heinz Co. COM 500754106 216 2,446 SH   SOLE   2,446 0 0
Liberty Global PLC (Cl A) COM G5480U104 28,716 988,149 SH   SOLE   978,005 0 10,144
Lifepoint Health, Inc. COM 53219L109 110,231 1,686,261 SH   SOLE   1,611,975 0 74,286
Linear Technology Corp. COM 535678106 154,545 3,321,407 SH   SOLE   3,148,525 0 172,882
Live Nation Entertainment, Inc COM 538034109 36,505 1,553,411 SH   SOLE   1,547,716 0 5,695
Loews Corp. COM 540424108 186,101 4,529,096 SH   SOLE   4,398,991 0 130,105
Marsh & McLennan Cos., Inc. COM 571748102 186,315 2,721,518 SH   SOLE   2,591,891 0 129,627
McKesson Corp. COM 58155Q103 258 1,382 SH   SOLE   1,382 0 0
Medtronic PLC COM G5960L103 214,348 2,470,305 SH   SOLE   2,375,732 0 94,573
MetLife, Inc. COM 59156R108 293,021 7,356,802 SH   SOLE   6,816,263 0 540,539
Microsoft Corp. COM 594918104 229,259 4,480,332 SH   SOLE   4,013,276 0 467,056
Mid-America Apartment Communit COM 59522J103 55,181 518,618 SH   SOLE   494,483 0 24,135
Molson Coors Brewing Co. (Cl B COM 60871R209 69,565 687,877 SH   SOLE   641,037 0 46,840
Morgan Stanley COM 617446448 315,649 12,149,704 SH   SOLE   10,955,240 0 1,194,464
Nationstar Mortgage Holdings, COM 63861C109 88,268 7,839,040 SH   SOLE   7,541,132 0 297,908
Natus Medical, Inc. COM 639050103 22,349 591,256 SH   SOLE   588,946 0 2,310
Navigators Group, Inc. COM 638904102 82,195 893,715 SH   SOLE   867,495 0 26,220
Newell Brands, Inc. COM 651229106 137,009 2,820,851 SH   SOLE   2,730,453 0 90,398
Noble Energy, Inc. COM 655044105 6,049 168,624 SH   SOLE   168,080 0 544
Nuvectra Corp. COM 67075N108 261 35,333 SH   SOLE   35,215 0 118
NVR, Inc. COM 62944T105 31,272 17,565 SH   SOLE   16,397 0 1,168
Orthofix International N.V. COM N6748L102 45,314 1,068,717 SH   SOLE   989,562 0 79,155
Parker Hannifin Corp. COM 701094104 238,029 2,202,953 SH   SOLE   2,136,917 0 66,036
Pfizer, Inc. COM 717081103 410,075 11,646,559 SH   SOLE   10,716,538 0 930,021
Philip Morris International, I COM 718172109 116,800 1,148,255 SH   SOLE   1,095,950 0 52,305
PNC Financial Services Group, COM 693475105 107,987 1,326,780 SH   SOLE   1,277,940 0 48,840
Popular, Inc. COM 733174700 196,635 6,711,080 SH   SOLE   6,604,708 0 106,372
Post Holdings, Inc. COM 737446104 121,790 1,472,849 SH   SOLE   1,402,626 0 70,223
Praxair, Inc. COM 74005P104 106,595 948,437 SH   SOLE   903,496 0 44,941
Proassurance Corp. COM 74267C106 25,635 478,705 SH   SOLE   477,205 0 1,500
Procter & Gamble Co. COM 742718109 349,399 4,126,596 SH   SOLE   3,679,691 0 446,905
Progressive Corp. COM 743315103 149,687 4,468,279 SH   SOLE   4,246,928 0 221,351
Prudential Financial, Inc. COM 744320102 34,666 485,926 SH   SOLE   485,926 0 0
Red Rock Resorts, Inc. COM 75700L108 21,470 976,793 SH   SOLE   973,973 0 2,820
Reinsurance Group of America COM 759351604 47,831 493,149 SH   SOLE   467,689 0 25,460
Rovi Corp. COM 779376102 5,948 380,292 SH   SOLE   377,707 0 2,585
Sprint Corporation WI COM 85207U105 61 13,556 SH   SOLE   13,556 0 0
SPX Flow, Inc. COM 78469X107 33,817 1,297,178 SH   SOLE   1,238,873 0 58,305
Staples, Inc. COM 855030102 37,131 4,307,503 SH   SOLE   4,025,108 0 282,395
State Bank Financial Corp. COM 856190103 8,566 420,954 SH   SOLE   419,409 0 1,545
State Street Corp. COM 857477103 1,228 22,770 SH   SOLE   22,770 0 0
Sterling Bancorp COM 85917A100 11,836 753,869 SH   SOLE   750,811 0 3,058
Stryker Corp. COM 863667101 105,844 883,282 SH   SOLE   841,120 0 42,162
SVB Financial Group COM 78486Q101 21,925 230,400 SH   SOLE   215,735 0 14,665
Sysco Corp. COM 871829107 284,118 5,599,482 SH   SOLE   4,851,161 0 748,321
Tanger Factory Outlet Centers, COM 875465106 14,756 367,250 SH   SOLE   366,115 0 1,135
Tegna, Inc. COM 87901J105 207,647 8,961,872 SH   SOLE   8,650,993 0 310,879
Tenneco, Inc. COM 880349105 27,117 581,784 SH   SOLE   579,684 0 2,100
Thermo Fisher Scientific, Inc. COM 883556102 84,824 574,065 SH   SOLE   552,398 0 21,667
TJX Cos., Inc. COM 872540109 306,320 3,966,330 SH   SOLE   3,536,179 0 430,151
Toro Co. COM 891092108 17,288 196,009 SH   SOLE   195,169 0 840
TriMas Corp. COM 896215209 8,028 446,001 SH   SOLE   443,851 0 2,150
Trinity Industries, Inc. COM 896522109 29,054 1,564,549 SH   SOLE   1,558,974 0 5,575
Twenty-First Century Fox, Inc. COM 90130A200 185,605 6,811,199 SH   SOLE   6,673,515 0 137,684
U.S. Bancorp COM 902973304 220 5,463 SH   SOLE   5,463 0 0
UGI Corp. COM 902681105 97,315 2,150,610 SH   SOLE   2,048,945 0 101,665
United Continental Holdings, I COM 910047109 79,955 1,948,220 SH   SOLE   1,944,195 0 4,025
United Parcel Service, Inc. (C COM 911312106 95,931 890,555 SH   SOLE   847,810 0 42,745
United Technologies Corp. COM 913017109 377,118 3,677,404 SH   SOLE   3,325,922 0 351,482
Universal American Corp. COM 91338E101 39,434 5,202,422 SH   SOLE   4,952,912 0 249,510
V.F. Corp. COM 918204108 191,984 3,122,197 SH   SOLE   3,021,194 0 101,003
Vail Resorts, Inc. COM 91879Q109 43,739 316,425 SH   SOLE   315,380 0 1,045
Valeant Pharmaceuticals Intern COM 91911K102 11,237 557,933 SH   SOLE   551,597 0 6,336
Vantiv, Inc. COM 92210H105 231,505 4,090,187 SH   SOLE   3,917,021 0 173,166
Walt Disney Co. COM 254687106 201,553 2,060,452 SH   SOLE   1,989,464 0 70,988
Wells Fargo & Co. COM 949746101 220,762 4,664,313 SH   SOLE   4,525,253 0 139,060
Whirlpool Corp. COM 963320106 310,869 1,865,510 SH   SOLE   1,730,062 0 135,448
Willis Towers Watson PLC COM G96629103 292,927 2,356,424 SH   SOLE   2,274,146 0 82,278
Winthrop Realty Trust COM 976391300 9,881 1,124,086 SH   SOLE   1,062,656 0 61,430
XL Group Ltd. COM G98290102 24,629 739,387 SH   SOLE   693,742 0 45,645