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 100,014 3,934,479 SH   SOLE   3,759,505 0 174,974
Abbott Laboratories COM 002824100 502,227 11,875,781 SH   SOLE   10,791,264 0 1,084,517
Aetna, Inc. COM 00817Y108 124,469 1,078,124 SH   SOLE   1,022,837 0 55,287
Aircastle Ltd. COM G0129K104 56,227 2,831,184 SH   SOLE   2,752,259 0 78,925
Alaska Air Group, Inc. COM 011659109 19,220 291,828 SH   SOLE   290,513 0 1,315
Alere, Inc. COM 01449J105 100,019 2,313,104 SH   SOLE   2,308,569 0 4,535
Alleghany Corp. COM 017175100 19,947 37,993 SH   SOLE   37,855 0 138
Allergan PLC COM G0177J108 12,017 52,179 SH   SOLE   51,343 0 836
Alphabet, Inc. (Cl. A) COM 02079K305 361,612 449,733 SH   SOLE   414,237 0 35,496
Alphabet, Inc. (Cl. C) COM 02079K107 1,848 2,378 SH   SOLE   2,378 0 0
Amazon.com, Inc. COM 023135106 363 433 SH   SOLE   433 0 0
American Equity Investment Lif COM 025676206 8,903 502,121 SH   SOLE   500,891 0 1,230
American Express Co. COM 025816109 411 6,418 SH   SOLE   6,418 0 0
American International Group, COM 026874784 54,483 918,151 SH   SOLE   877,817 0 40,334
Anixter International, Inc. COM 035290105 46,384 719,139 SH   SOLE   685,224 0 33,915
Apple, Inc. COM 037833100 318,797 2,819,968 SH   SOLE   2,575,616 0 244,352
Assured Guaranty Ltd. COM G0585R106 9,629 346,986 SH   SOLE   345,516 0 1,470
Avis Budget Group, Inc. COM 053774105 177,313 5,183,086 SH   SOLE   5,102,126 0 80,960
Axalta Coating Systems Ltd. COM G0750C108 215,705 7,630,184 SH   SOLE   7,304,520 0 325,664
B&G Foods, Inc. COM 05508R106 110,792 2,252,780 SH   SOLE   2,151,630 0 101,150
Bank of America Corp. COM 060505104 167 10,690 SH   SOLE   10,690 0 0
BankUnited, Inc. COM 06652K103 184,801 6,119,236 SH   SOLE   5,959,959 0 159,277
Berkshire Hathaway, Inc. (Cl B COM 084670702 75,062 519,565 SH   SOLE   517,950 0 1,615
BioScrip, Inc. COM 09069N108 15,336 5,306,619 SH   SOLE   5,291,274 0 15,345
BOK Financial Corp. COM 05561Q201 68,510 993,330 SH   SOLE   940,130 0 53,200
Borgwarner, Inc. COM 099724106 316,269 8,990,032 SH   SOLE   8,310,223 0 679,809
Boston Scientific Corp. COM 101137107 78,299 3,289,862 SH   SOLE   3,082,487 0 207,375
Bridge Bancorp, Inc. COM 108035106 500 17,480 SH   SOLE   17,480 0 0
Brink's Co. COM 109696104 11,878 320,323 SH   SOLE   300,663 0 19,660
Broadridge Financial Solutions COM 11133T103 47,581 701,895 SH   SOLE   685,050 0 16,845
Brown & Brown, Inc. COM 115236101 119,506 3,169,080 SH   SOLE   3,033,845 0 135,235
Callaway Golf Co. COM 131193104 4,565 393,155 SH   SOLE   390,594 0 2,561
Capital One Financial Corp. COM 14040H105 358,760 4,994,575 SH   SOLE   4,526,661 0 467,914
Carrizo Oil & Gas, Inc. COM 144577103 6,032 148,501 SH   SOLE   147,076 0 1,425
Carter's, Inc. COM 146229109 11,325 130,603 SH   SOLE   130,028 0 575
Charter Communications, Inc. ( COM 16119P108 128,904 477,475 SH   SOLE   454,865 0 22,610
Cimarex Energy Co. COM 171798101 434,644 3,234,680 SH   SOLE   2,939,057 0 295,623
Cincinnati Bell, Inc. COM 171871106 5,483 1,343,792 SH   SOLE   1,329,487 0 14,305
Cisco Systems, Inc. COM 17275R102 326,075 10,279,781 SH   SOLE   9,138,168 0 1,141,613
Citigroup, Inc. COM 172967424 473,895 10,033,776 SH   SOLE   9,143,785 0 889,991
Cognizant Tech Solutions Corp. COM 192446102 26,017 545,317 SH   SOLE   545,317 0 0
Colfax Corp. COM 194014106 143,075 4,552,180 SH   SOLE   4,413,016 0 139,164
Colony Capital, Inc. (Cl A) COM 19624R106 41,778 2,291,700 SH   SOLE   2,202,805 0 88,895
Comcast Corp. (Cl A) COM 20030N101 248,497 3,745,812 SH   SOLE   3,335,847 0 409,965
Comerica, Inc. COM 200340107 395 8,355 SH   SOLE   8,355 0 0
CommScope Holding Co. Inc. COM 20337X109 75,143 2,495,615 SH   SOLE   2,395,640 0 99,975
Concordia International Corp. COM 20653P102 5,822 1,299,628 SH   SOLE   1,295,048 0 4,580
Coty, Inc. (Cl A) COM 222070203 151,820 6,460,437 SH   SOLE   6,219,943 0 240,494
Deere & Co. COM 244199105 75,137 880,335 SH   SOLE   877,495 0 2,840
ETF SER SOLUTIONS DMND HILL VAL 26922A875 12,990 520,651 SH   SOLE   520,651 0 0
Discover Financial Services COM 254709108 2,529 44,718 SH   SOLE   44,718 0 0
Dolby Laboratories, Inc. COM 25659T107 471 8,679 SH   SOLE   7,039 0 1,640
Dollar General Corp. COM 256677105 61,525 879,051 SH   SOLE   877,124 0 1,927
Dover Corp. COM 260003108 31,628 429,491 SH   SOLE   401,156 0 28,335
DST Systems, Inc. COM 233326107 51,291 434,962 SH   SOLE   433,292 0 1,670
Eastman Chemical Co. COM 277432100 68,043 1,005,368 SH   SOLE   955,047 0 50,321
Edgewell Personal Care Co. COM 28035Q102 41,124 517,158 SH   SOLE   493,093 0 24,065
Endurance Specialty Holdings L COM G30397106 67,002 1,023,720 SH   SOLE   978,390 0 45,330
Enstar Group Ltd. COM G3075P101 52,492 319,160 SH   SOLE   312,130 0 7,030
EOG Resources, Inc. COM 26875P101 124,076 1,282,972 SH   SOLE   1,236,360 0 46,612
Exxon Mobil Corp. COM 30231G102 289 3,308 SH   SOLE   3,308 0 0
Facebook, Inc. COM 30303M102 396 3,090 SH   SOLE   3,090 0 0
First Horizon National Corp. COM 320517105 55,637 3,653,095 SH   SOLE   3,464,070 0 189,025
First of Long Island Corp. COM 320734106 11,095 334,698 SH   SOLE   289,175 0 45,523
First Republic Bank COM 33616C100 62,333 808,364 SH   SOLE   755,549 0 52,815
Flowers Foods, Inc. COM 343498101 58,691 3,881,650 SH   SOLE   3,702,450 0 179,200
Ford Motor Co. COM 345370860 146,524 12,139,506 SH   SOLE   11,576,632 0 562,874
Fortress Investment Group LLC COM 34958B106 20,208 4,090,662 SH   SOLE   4,079,757 0 10,905
Franklin Resources, Inc. COM 354613101 174,617 4,909,107 SH   SOLE   4,778,233 0 130,874
General Electric Co. COM 369604103 300 10,136 SH   SOLE   10,136 0 0
GlaxoSmithKline PLC COM 37733W105 6,526 151,307 SH   SOLE   151,307 0 0
Global Sources Ltd. COM G39300101 1,020 120,337 SH   SOLE   119,944 0 393
Goodyear Tire & Rubber Co. COM 382550101 198,440 6,143,650 SH   SOLE   5,933,125 0 210,525
Greenlight Capital Re Ltd. COM G4095J109 3,921 191,810 SH   SOLE   191,015 0 795
Hanesbrands, Inc. COM 410345102 177,580 7,032,860 SH   SOLE   6,758,415 0 274,445
Hartford Financial Services Gr COM 416515104 160,429 3,746,598 SH   SOLE   3,612,170 0 134,428
Hillenbrand, Inc. COM 431571108 9,099 287,578 SH   SOLE   285,773 0 1,805
Horizon Global Corp. COM 44052W104 3,549 178,050 SH   SOLE   177,190 0 860
Hub Group, Inc. COM 443320106 150,144 3,683,615 SH   SOLE   3,528,926 0 154,689
Humana, Inc. COM 444859102 40,448 228,660 SH   SOLE   217,351 0 11,309
Huntington Bancshares, Inc. COM 446150104 130 13,213 SH   SOLE   13,213 0 0
Hyster-Yale Materials Handling COM 449172105 14,807 246,250 SH   SOLE   245,360 0 890
Illinois Tool Works, Inc. COM 452308109 168,154 1,403,157 SH   SOLE   1,341,216 0 61,941
Integer Holdings Corp. COM 45826H109 7,916 364,973 SH   SOLE   363,748 0 1,225
International Business Machine COM 459200101 88,434 556,717 SH   SOLE   544,190 0 12,527
iStar, Inc. COM 45031U101 80,173 7,471,854 SH   SOLE   7,227,879 0 243,975
ITC Holdings Corp. COM 465685105 51,779 1,114,012 SH   SOLE   1,067,427 0 46,585
Johnson & Johnson COM 478160104 271 2,296 SH   SOLE   2,296 0 0
Jones Lang Lasalle, Inc. COM 48020Q107 29,484 259,110 SH   SOLE   243,515 0 15,595
JPMorgan Chase & Co. COM 46625H100 321,224 4,823,900 SH   SOLE   4,270,698 0 553,202
Juniper Networks, Inc. COM 48203R104 178,526 7,420,049 SH   SOLE   7,135,468 0 284,581
KeyCorp COM 493267108 5,699 468,259 SH   SOLE   465,992 0 2,267
Keysight Technologies, Inc. COM 49338L103 24,138 761,681 SH   SOLE   716,911 0 44,770
Kimberly-Clark Corp. COM 494368103 248,807 1,972,469 SH   SOLE   1,750,876 0 221,593
Kirby Corp. COM 497266106 78,238 1,258,657 SH   SOLE   1,202,862 0 55,795
Liberty Global PLC (Cl A) COM G5480U104 22,007 643,847 SH   SOLE   634,269 0 9,578
Lifepoint Health, Inc. COM 53219L109 111,598 1,884,153 SH   SOLE   1,800,410 0 83,743
Linear Technology Corp. COM 535678106 59,997 1,011,920 SH   SOLE   945,025 0 66,895
Live Nation Entertainment, Inc COM 538034109 42,587 1,549,749 SH   SOLE   1,544,054 0 5,695
Loews Corp. COM 540424108 175,669 4,268,992 SH   SOLE   4,147,906 0 121,086
Marsh & McLennan Cos., Inc. COM 571748102 175,960 2,616,509 SH   SOLE   2,486,774 0 129,735
McKesson Corp. COM 58155Q103 227 1,360 SH   SOLE   1,360 0 0
Medtronic PLC COM G5960L103 206,143 2,385,913 SH   SOLE   2,293,507 0 92,406
MetLife, Inc. COM 59156R108 314,044 7,068,281 SH   SOLE   6,539,664 0 528,617
Microsoft Corp. COM 594918104 247,361 4,294,462 SH   SOLE   3,837,626 0 456,836
Mid-America Apartment Communit COM 59522J103 49,885 530,751 SH   SOLE   506,706 0 24,045
Molson Coors Brewing Co. (Cl B COM 60871R209 60,955 555,149 SH   SOLE   520,324 0 34,825
Morgan Stanley COM 617446448 370,264 11,549,111 SH   SOLE   10,259,161 0 1,289,950
Nationstar Mortgage Holdings, COM 63861C109 107,952 7,289,117 SH   SOLE   6,997,333 0 291,784
Natus Medical, Inc. COM 639050103 23,171 589,744 SH   SOLE   587,434 0 2,310
Navigators Group, Inc. COM 638904102 83,364 860,127 SH   SOLE   834,102 0 26,025
Newell Brands, Inc. COM 651229106 136,647 2,594,892 SH   SOLE   2,506,019 0 88,873
Noble Energy, Inc. COM 655044105 6,046 169,168 SH   SOLE   168,264 0 904
Nuvectra Corp. COM 67075N108 245 35,333 SH   SOLE   35,215 0 118
NVR, Inc. COM 62944T105 31,218 19,037 SH   SOLE   17,874 0 1,163
Orthofix International N.V. COM N6748L102 50,330 1,176,748 SH   SOLE   1,097,998 0 78,750
Parker Hannifin Corp. COM 701094104 258,430 2,058,708 SH   SOLE   1,992,374 0 66,334
Pfizer, Inc. COM 717081103 401,572 11,856,263 SH   SOLE   10,776,444 0 1,079,819
Philip Morris International, I COM 718172109 107,008 1,100,677 SH   SOLE   1,048,409 0 52,268
PNC Financial Services Group, COM 693475105 116,543 1,293,627 SH   SOLE   1,244,790 0 48,837
Popular, Inc. COM 733174700 175,363 4,588,243 SH   SOLE   4,500,082 0 88,161
Post Holdings, Inc. COM 737446104 109,410 1,417,773 SH   SOLE   1,353,659 0 64,114
Praxair, Inc. COM 74005P104 112,470 930,814 SH   SOLE   885,953 0 44,861
Proassurance Corp. COM 74267C106 25,066 477,623 SH   SOLE   476,123 0 1,500
Procter & Gamble Co. COM 742718109 289,656 3,227,360 SH   SOLE   2,809,721 0 417,639
Progressive Corp. COM 743315103 135,779 4,310,436 SH   SOLE   4,087,088 0 223,348
Prudential Financial, Inc. COM 744320102 213 2,612 SH   SOLE   2,612 0 0
Radian Group Inc COM 750236101 2,886 212,987 SH   SOLE   212,321 0 666
Red Rock Resorts, Inc. COM 75700L108 51,790 2,195,438 SH   SOLE   2,125,632 0 69,806
Reinsurance Group of America COM 759351604 54,636 506,170 SH   SOLE   480,810 0 25,360
SPX Flow, Inc. COM 78469X107 45,244 1,463,263 SH   SOLE   1,404,773 0 58,490
Staples, Inc. COM 855030102 38,235 4,471,987 SH   SOLE   4,190,927 0 281,060
State Bank Financial Corp. COM 856190103 9,585 420,014 SH   SOLE   418,469 0 1,545
State Street Corp. COM 857477103 1,427 20,496 SH   SOLE   20,496 0 0
Sterling Bancorp COM 85917A100 13,155 751,734 SH   SOLE   748,676 0 3,058
Stryker Corp. COM 863667101 98,207 843,629 SH   SOLE   801,504 0 42,125
SVB Financial Group COM 78486Q101 26,499 239,719 SH   SOLE   225,114 0 14,605
Sysco Corp. COM 871829107 15,843 323,270 SH   SOLE   323,270 0 0
Tanger Factory Outlet Centers, COM 875465106 14,279 366,514 SH   SOLE   365,379 0 1,135
Tegna, Inc. COM 87901J105 198,743 9,091,624 SH   SOLE   8,779,361 0 312,263
Tenneco, Inc. COM 880349105 33,848 580,880 SH   SOLE   578,780 0 2,100
Thermo Fisher Scientific, Inc. COM 883556102 87,750 551,677 SH   SOLE   530,015 0 21,662
Tivo Corp. COM 88870P106 7,377 378,683 SH   SOLE   376,098 0 2,585
TJX Cos., Inc. COM 872540109 277,635 3,712,694 SH   SOLE   3,279,671 0 433,023
Toro Co. COM 891092108 17,290 369,132 SH   SOLE   367,832 0 1,300
TriMas Corp. COM 896215209 8,274 444,585 SH   SOLE   442,435 0 2,150
Trinity Industries, Inc. COM 896522109 37,742 1,560,863 SH   SOLE   1,555,288 0 5,575
Twenty-First Century Fox, Inc. COM 90130A200 187,038 7,560,164 SH   SOLE   7,417,525 0 142,639
U.S. Bancorp COM 902973304 218 5,075 SH   SOLE   5,075 0 0
UGI Corp. COM 902681105 99,280 2,194,516 SH   SOLE   2,093,291 0 101,225
United Continental Holdings, I COM 910047109 104,492 1,991,456 SH   SOLE   1,986,655 0 4,801
United Parcel Service, Inc. (C COM 911312106 93,468 854,684 SH   SOLE   811,992 0 42,692
United Technologies Corp. COM 913017109 360,257 3,545,837 SH   SOLE   3,194,149 0 351,688
Universal American Corp. COM 91338E101 43,071 5,630,229 SH   SOLE   5,381,534 0 248,695
V.F. Corp. COM 918204108 166,521 2,970,937 SH   SOLE   2,868,528 0 102,409
Vail Resorts, Inc. COM 91879Q109 50,000 318,717 SH   SOLE   317,672 0 1,045
Valeant Pharmaceuticals Intern COM 91911K102 8,503 346,336 SH   SOLE   341,372 0 4,964
Vantiv, Inc. COM 92210H105 226,259 4,020,949 SH   SOLE   3,857,137 0 163,812
Walt Disney Co. COM 254687106 210,801 2,270,091 SH   SOLE   2,036,650 0 233,441
Wells Fargo & Co. COM 949746101 193,873 4,378,347 SH   SOLE   4,235,836 0 142,511
Whirlpool Corp. COM 963320106 293,864 1,812,185 SH   SOLE   1,661,501 0 150,684
Willis Towers Watson PLC COM G96629103 301,876 2,273,680 SH   SOLE   2,191,577 0 82,103
Worthington Industries COM 981811102 665 13,843 SH   SOLE   13,843 0 0
XL Group Ltd. COM G98294104 25,840 768,370 SH   SOLE   722,930 0 45,440