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
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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 48,360 2,159,899 SH   SOLE   2,048,919 0 110,980
Abbott Laboratories COM 002824100 387,203 8,621,765 SH   SOLE   7,804,236 0 817,529
Aircastle Ltd. COM G0129K104 49,271 2,358,600 SH   SOLE   2,283,070 0 75,530
Alaska Air Group, Inc. COM 011659109 19,993 248,334 SH   SOLE   247,299 0 1,035
Alere, Inc. COM 01449J105 90,154 2,306,319 SH   SOLE   2,301,784 0 4,535
Alleghany Corp. COM 017175100 18,202 38,086 SH   SOLE   37,948 0 138
Allergan PLC COM G0177J108 17,861 57,154 SH   SOLE   56,497 0 657
Alphabet, Inc. (Cl. A) COM 02079K305 328,418 422,126 SH   SOLE   409,307 0 12,819
Alphabet, Inc. (Cl. C) COM 02079K107 2,014 2,654 SH   SOLE   2,654 0 0
Amazon.com, Inc. COM 023135106 236 349 SH   SOLE   349 0 0
American Equity Investment Lif COM 025676206 6,662 277,235 SH   SOLE   276,005 0 1,230
American Express Co. COM 025816109 806 11,593 SH   SOLE   11,593 0 0
American International Group, COM 026874784 262,719 4,239,447 SH   SOLE   3,608,095 0 631,352
Anixter International, Inc. COM 035290105 32,812 543,341 SH   SOLE   513,836 0 29,505
Apple, Inc. COM 037833100 309,176 2,937,258 SH   SOLE   2,690,525 0 246,733
Assured Guaranty Ltd. COM G0585R106 9,201 348,123 SH   SOLE   346,653 0 1,470
Avis Budget Group, Inc. COM 053774105 61,308 1,689,378 SH   SOLE   1,683,438 0 5,940
Axalta Coating Systems Ltd. COM G0750C108 28,910 1,084,796 SH   SOLE   999,151 0 85,645
B&G Foods, Inc. COM 05508R106 66,265 1,892,215 SH   SOLE   1,792,890 0 99,325
Bank of America Corp. COM 060505104 256 15,238 SH   SOLE   15,238 0 0
BankUnited, Inc. COM 06652K103 85,238 2,363,771 SH   SOLE   2,254,150 0 109,621
Baxalta, Inc. COM 07177M103 128,372 3,289,047 SH   SOLE   3,200,265 0 88,782
Berkshire Hathaway, Inc. (Cl B COM 084670702 64,894 491,474 SH   SOLE   490,263 0 1,211
BioScrip, Inc. COM 09069N108 5,347 3,055,476 SH   SOLE   3,045,431 0 10,045
BOK Financial Corp. COM 05561Q201 39,418 659,277 SH   SOLE   622,012 0 37,265
Borgwarner, Inc. COM 099724106 319,988 7,401,984 SH   SOLE   6,833,203 0 568,781
Boston Scientific Corp. COM 101137107 361,420 19,599,806 SH   SOLE   17,339,898 0 2,259,908
Bridge Bancorp, Inc. COM 108035106 585 19,225 SH   SOLE   19,225 0 0
Brink's Co. COM 109696104 22,553 781,465 SH   SOLE   738,195 0 43,270
Broadridge Financial Solutions COM 11133T103 38,686 720,015 SH   SOLE   697,705 0 22,310
Brown & Brown, Inc. COM 115236101 174,943 5,449,930 SH   SOLE   5,287,812 0 162,118
Callaway Golf Co. COM 131193104 3,728 395,777 SH   SOLE   393,216 0 2,561
Capital One Financial Corp. COM 14040H105 280,360 3,884,185 SH   SOLE   3,770,778 0 113,407
Carrizo Oil & Gas, Inc. COM 144577103 4,416 149,287 SH   SOLE   148,137 0 1,150
Carter's, Inc. COM 146229109 11,664 131,010 SH   SOLE   130,435 0 575
Charter Communications, Inc. COM 16117M305 38,423 209,846 SH   SOLE   199,366 0 10,480
Cimarex Energy Co. COM 171798101 329,334 3,684,646 SH   SOLE   3,379,005 0 305,641
Cisco Systems, Inc. COM 17275R102 309,432 11,395,016 SH   SOLE   10,239,272 0 1,155,744
Citigroup, Inc. COM 172967424 425,179 8,216,023 SH   SOLE   7,572,011 0 644,012
Cleco Corp. COM 12561W105 16,056 307,524 SH   SOLE   293,999 0 13,525
Colfax Corp. COM 194014106 136,433 5,842,935 SH   SOLE   5,675,026 0 167,909
Colony Capital, Inc. (Cl A) COM 19624R106 24,670 1,266,426 SH   SOLE   1,224,546 0 41,880
Comcast Corp. (Cl A) COM 20030N101 216,727 3,840,635 SH   SOLE   3,420,959 0 419,676
CommScope Holding Co. Inc. COM 20337X109 46,663 1,802,347 SH   SOLE   1,738,632 0 63,715
Concordia Healthcare Corp. COM 206519100 34,732 850,645 SH   SOLE   847,615 0 3,030
Contango Oil & Gas Co. COM 21075N204 2,442 380,971 SH   SOLE   379,456 0 1,515
Corrections Corp. of America COM 22025Y407 31,116 1,174,617 SH   SOLE   1,129,059 0 45,558
Coty, Inc. (Cl A) COM 222070203 13,549 528,651 SH   SOLE   482,976 0 45,675
CSG Systems International, Inc COM 126349109 24,856 690,829 SH   SOLE   654,714 0 36,115
Deere & Co. COM 244199105 61,680 808,702 SH   SOLE   806,096 0 2,606
Devon Energy Corp. COM 25179M103 10,544 329,489 SH   SOLE   329,489 0 0
Dolby Laboratories, Inc. COM 25659T107 330 9,812 SH   SOLE   8,172 0 1,640
Dollar General Corp. COM 256677105 482 6,709 SH   SOLE   6,709 0 0
Dover Corp. COM 260003108 36,742 599,290 SH   SOLE   561,890 0 37,400
DST Systems, Inc. COM 233326107 49,754 436,207 SH   SOLE   434,537 0 1,670
Eastman Chemical Co. COM 277432100 63,054 934,001 SH   SOLE   886,776 0 47,225
Edgewell Personal Care Co. COM 28035Q102 25,798 329,177 SH   SOLE   315,387 0 13,790
Emerson Electric Co. COM 291011104 268 5,606 SH   SOLE   5,606 0 0
Endo International PLC COM G30401106 831 13,567 SH   SOLE   13,567 0 0
Endurance Specialty Holdings L COM G30397106 54,574 852,846 SH   SOLE   808,991 0 43,855
Energen Corp. COM 29265N108 12,028 293,431 SH   SOLE   270,811 0 22,620
Energizer Holdings, Inc. COM 29272W109 10,611 311,526 SH   SOLE   297,736 0 13,790
Enstar Group Ltd. COM G3075P101 43,785 291,825 SH   SOLE   284,995 0 6,830
EOG Resources, Inc. COM 26875P101 178,711 2,524,523 SH   SOLE   2,428,880 0 95,643
Express Scripts Holding Co. COM 30219G108 128,973 1,475,490 SH   SOLE   1,400,526 0 74,964
Facebook, Inc. COM 30303M102 259 2,474 SH   SOLE   2,474 0 0
First Horizon National Corp. COM 320517105 36,356 2,503,855 SH   SOLE   2,354,540 0 149,315
First Niagara Financial Group, COM 33582V108 7,484 689,726 SH   SOLE   686,391 0 3,335
First of Long Island Corp. COM 320734106 10,110 336,992 SH   SOLE   291,469 0 45,523
First Republic Bank COM 33616C100 40,619 614,884 SH   SOLE   563,339 0 51,545
Flowers Foods, Inc. COM 343498101 68,765 3,199,842 SH   SOLE   3,026,432 0 173,410
Fortress Investment Group LLC COM 34958B106 20,455 4,018,736 SH   SOLE   4,007,831 0 10,905
Franklin Resources, Inc. COM 354613101 213,902 5,809,401 SH   SOLE   5,699,043 0 110,358
Gilead Sciences, Inc. COM 375558103 209 2,070 SH   SOLE   2,070 0 0
GlaxoSmithKline PLC COM 37733W105 6,457 160,031 SH   SOLE   160,031 0 0
Global Sources Ltd. COM G39300101 3,111 398,795 SH   SOLE   373,502 0 25,293
Goodyear Tire & Rubber Co. COM 382550101 158,728 4,858,517 SH   SOLE   4,657,875 0 200,642
Greatbatch, Inc. COM 39153L106 17,170 327,051 SH   SOLE   325,826 0 1,225
Greenlight Capital Re Ltd. COM G4095J109 3,600 192,395 SH   SOLE   191,600 0 795
Hillenbrand, Inc. COM 431571108 13,657 460,909 SH   SOLE   459,104 0 1,805
Horizon Global Corp. COM 44052W104 1,852 178,577 SH   SOLE   177,717 0 860
Hub Group, Inc. COM 443320106 119,413 3,624,069 SH   SOLE   3,468,753 0 155,316
Hyster-Yale Materials Handling COM 449172105 12,011 228,990 SH   SOLE   228,100 0 890
Illinois Tool Works, Inc. COM 452308109 186,977 2,017,448 SH   SOLE   1,952,938 0 64,510
Infinity Property & Casualty C COM 45665Q103 10,204 124,090 SH   SOLE   114,865 0 9,225
International Business Machine COM 459200101 179,877 1,307,059 SH   SOLE   1,190,718 0 116,341
iShares Russell 1000 Value COM 464287598 12,495 127,680 SH   SOLE   127,680 0 0
iShares Russell 3000 Index COM 464287689 5,033 41,830 SH   SOLE   37,165 0 4,665
iStar, Inc. COM 45031U101 85,176 7,261,392 SH   SOLE   7,017,373 0 244,019
ITC Holdings Corp. COM 465685105 47,023 1,198,036 SH   SOLE   1,137,781 0 60,255
Jarden Corp. COM 471109108 223,818 3,918,376 SH   SOLE   3,814,663 0 103,713
JPMorgan Chase & Co. COM 46625H100 324,315 4,911,636 SH   SOLE   4,350,455 0 561,181
Juniper Networks, Inc. COM 48203R104 159,439 5,776,762 SH   SOLE   5,501,603 0 275,159
Kennametal, Inc. COM 489170100 20,058 1,044,672 SH   SOLE   978,457 0 66,215
Keysight Technologies, Inc. COM 49338L103 15,871 560,216 SH   SOLE   516,986 0 43,230
Kimberly-Clark Corp. COM 494368103 269,749 2,118,999 SH   SOLE   1,893,149 0 225,850
Kirby Corp. COM 497266106 44,658 848,694 SH   SOLE   808,539 0 40,155
Knowles Corp. COM 49926D109 8,060 604,626 SH   SOLE   555,614 0 49,012
Liberty Global, Inc. (Cl A) COM G5480U104 20,952 494,608 SH   SOLE   491,590 0 3,018
Lifepoint Health, Inc. COM 53219L109 91,839 1,251,210 SH   SOLE   1,182,236 0 68,974
Linear Technology Corp. COM 535678106 139,694 3,289,233 SH   SOLE   3,106,688 0 182,545
Live Nation Entertainment, Inc COM 538034109 32,431 1,319,956 SH   SOLE   1,315,381 0 4,575
Loews Corp. COM 540424108 186,660 4,860,941 SH   SOLE   4,737,905 0 123,036
Marsh & McLennan Cos., Inc. COM 571748102 157,336 2,837,445 SH   SOLE   2,699,676 0 137,769
Medtronic PLC COM G5960L103 264,312 3,436,197 SH   SOLE   3,300,548 0 135,649
MetLife, Inc. COM 59156R108 331,179 6,869,510 SH   SOLE   6,322,321 0 547,189
Microsoft Corp. COM 594918104 198,542 3,578,622 SH   SOLE   3,448,467 0 130,155
Mid-America Apartment Communit COM 59522J103 40,098 441,556 SH   SOLE   418,241 0 23,315
Molson Coors Brewing Co. (Cl B COM 60871R209 49,974 532,092 SH   SOLE   486,942 0 45,150
Morgan Stanley COM 617446448 302,186 9,499,721 SH   SOLE   8,570,495 0 929,226
National Penn Bancshares, Inc. COM 637138108 33,062 2,681,398 SH   SOLE   2,491,108 0 190,290
Nationstar Mortgage Holdings, COM 63861C109 82,896 6,200,177 SH   SOLE   5,935,599 0 264,578
Natus Medical, Inc. COM 639050103 23,575 490,631 SH   SOLE   488,321 0 2,310
Navigators Group, Inc. COM 638904102 72,042 839,754 SH   SOLE   814,404 0 25,350
Noble Energy, Inc. COM 655044105 5,553 168,624 SH   SOLE   168,080 0 544
NVR, Inc. COM 62944T105 13,389 8,149 SH   SOLE   7,474 0 675
Orthofix International N.V. COM N6748L102 33,794 861,860 SH   SOLE   786,265 0 75,595
Parker Hannifin Corp. COM 701094104 227,089 2,341,608 SH   SOLE   2,272,104 0 69,504
Pfizer, Inc. COM 717081103 346,086 10,721,361 SH   SOLE   9,755,416 0 965,945
Philip Morris International, I COM 718172109 105,516 1,200,278 SH   SOLE   1,141,556 0 58,722
PNC Financial Services Group, COM 693475105 119,853 1,257,506 SH   SOLE   1,209,799 0 47,707
Popular, Inc. COM 733174700 194,800 6,873,665 SH   SOLE   6,770,732 0 102,933
Post Holdings, Inc. COM 737446104 96,105 1,557,611 SH   SOLE   1,478,631 0 78,980
Praxair, Inc. COM 74005P104 96,847 945,769 SH   SOLE   902,821 0 42,948
Proassurance Corp. COM 74267C106 21,526 443,560 SH   SOLE   442,060 0 1,500
Procter & Gamble Co. COM 742718109 341,581 4,301,487 SH   SOLE   3,855,365 0 446,122
Progressive Corp. COM 743315103 145,718 4,582,324 SH   SOLE   4,322,757 0 259,567
Prudential Financial, Inc. COM 744320102 51,869 637,133 SH   SOLE   637,122 0 11
Reinsurance Group of America COM 759351604 26,922 314,690 SH   SOLE   299,695 0 14,995
Rovi Corp. COM 779376102 6,378 382,807 SH   SOLE   380,222 0 2,585
Southwestern Energy Co. COM 845467109 1,328 186,740 SH   SOLE   185,685 0 1,055
SPX Flow, Inc. COM 78469X107 26,666 955,441 SH   SOLE   913,166 0 42,275
Staples, Inc. COM 855030102 31,251 3,300,037 SH   SOLE   3,029,337 0 270,700
State Bank Financial Corp. COM 856190103 8,016 381,154 SH   SOLE   379,609 0 1,545
Sterling Bancorp COM 85917A100 12,213 752,989 SH   SOLE   749,931 0 3,058
Stryker Corp. COM 863667101 87,083 936,985 SH   SOLE   889,257 0 47,728
SunTrust Banks, Inc. COM 867914103 576 13,434 SH   SOLE   13,434 0 0
SVB Financial Group COM 78486Q101 615 5,175 SH   SOLE   5,175 0 0
Sysco Corp. COM 871829107 289,099 7,051,196 SH   SOLE   6,259,877 0 791,319
Tanger Factory Outlet Centers, COM 875465106 12,009 367,250 SH   SOLE   366,115 0 1,135
Tegna, Inc. COM 87901J105 193,777 7,593,149 SH   SOLE   7,305,913 0 287,236
Tenneco, Inc. COM 880349105 23,480 511,434 SH   SOLE   509,564 0 1,870
TJX Cos., Inc. COM 872540109 298,360 4,207,584 SH   SOLE   3,782,474 0 425,110
Toro Co. COM 891092108 14,370 196,654 SH   SOLE   195,714 0 940
TriMas Corp. COM 896215209 8,318 446,001 SH   SOLE   443,851 0 2,150
Trinity Industries, Inc. COM 896522109 33,086 1,377,424 SH   SOLE   1,372,309 0 5,115
Twenty-First Century Fox, Inc. COM 90130A200 227,523 8,355,586 SH   SOLE   8,181,459 0 174,127
U.S. Bancorp COM 902973304 220 5,145 SH   SOLE   5,145 0 0
UGI Corp. COM 902681105 64,251 1,903,156 SH   SOLE   1,808,226 0 94,930
United Parcel Service, Inc. (C COM 911312106 87,954 913,999 SH   SOLE   867,893 0 46,106
United Technologies Corp. COM 913017109 376,803 3,922,175 SH   SOLE   3,563,260 0 358,915
Universal American Corp. COM 91338E101 31,229 4,461,353 SH   SOLE   4,223,478 0 237,875
V.F. Corp. COM 918204108 197,569 3,173,801 SH   SOLE   3,075,418 0 98,383
Vail Resorts, Inc. COM 91879Q109 38,826 303,349 SH   SOLE   302,304 0 1,045
Valeant Pharmaceuticals Intern COM 91911K102 30,635 301,374 SH   SOLE   298,882 0 2,492
Vantiv, Inc. COM 92210H105 204,143 4,304,996 SH   SOLE   4,134,026 0 170,970
Walt Disney Co. COM 254687106 203,761 1,939,104 SH   SOLE   1,870,780 0 68,324
Wells Fargo & Co. COM 949746101 102,268 1,881,306 SH   SOLE   1,797,070 0 84,236
WGL Holdings, Inc. COM 92924F106 205 3,254 SH   SOLE   2,579 0 675
Whirlpool Corp. COM 963320106 303,428 2,065,963 SH   SOLE   1,934,273 0 131,690
Whiting Petroleum Corp. COM 966387102 4,210 445,960 SH   SOLE   443,840 0 2,120
Willis Group Holdings PLC COM G96666105 309,724 6,376,850 SH   SOLE   6,165,005 0 211,845
Winthrop Realty Trust COM 976391300 12,634 974,073 SH   SOLE   912,643 0 61,430
XL Group PLC COM G98290102 21,697 553,771 SH   SOLE   509,896 0 43,875