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 117,479 3,672,353 SH   SOLE   3,513,894 0 158,459
Abbott Laboratories COM 002824100 479,664 12,488,011 SH   SOLE   11,302,056 0 1,185,955
Aetna, Inc. COM 00817Y108 191,905 1,547,498 SH   SOLE   1,316,030 0 231,468
Aircastle Ltd. COM G0129K104 59,250 2,841,732 SH   SOLE   2,761,892 0 79,840
Alaska Air Group, Inc. COM 011659109 25,076 282,605 SH   SOLE   281,290 0 1,315
Alere, Inc. COM 01449J105 94,473 2,424,257 SH   SOLE   2,419,722 0 4,535
Alleghany Corp. COM 017175100 18,556 30,514 SH   SOLE   30,396 0 118
Allergan PLC COM G0177J108 11,316 53,883 SH   SOLE   53,016 0 867
Alphabet, Inc. (Cl. A) COM 02079K305 358,629 452,557 SH   SOLE   414,426 0 38,131
Alphabet, Inc. (Cl. C) COM 02079K107 496 642 SH   SOLE   642 0 0
Amazon.com, Inc. COM 023135106 617 823 SH   SOLE   823 0 0
American Equity Investment Lif COM 025676206 9,745 432,352 SH   SOLE   431,122 0 1,230
American Express Co. COM 025816109 339 4,573 SH   SOLE   4,573 0 0
Anheuser-Busch Inbev Spn ADR COM 03524A108 648 6,150 SH   SOLE   6,150 0 0
Anixter International, Inc. COM 035290105 33,463 412,865 SH   SOLE   399,205 0 13,660
Apple, Inc. COM 037833100 301,319 2,601,614 SH   SOLE   2,374,299 0 227,315
Assured Guaranty Ltd. COM G0585R106 8,198 217,051 SH   SOLE   215,581 0 1,470
Avis Budget Group, Inc. COM 053774105 188,023 5,126,032 SH   SOLE   5,058,218 0 67,814
Axalta Coating Systems Ltd. COM G0750C108 274,382 10,087,585 SH   SOLE   9,317,284 0 770,301
B&G Foods, Inc. COM 05508R106 98,980 2,259,808 SH   SOLE   2,158,658 0 101,150
Bank of America Corp. COM 060505104 213 9,633 SH   SOLE   9,633 0 0
BankUnited, Inc. COM 06652K103 235,764 6,255,357 SH   SOLE   6,086,688 0 168,669
Berkshire Hathaway, Inc. (Cl B COM 084670702 85,760 526,200 SH   SOLE   524,446 0 1,754
BioScrip, Inc. COM 09069N108 5,518 5,305,400 SH   SOLE   5,290,055 0 15,345
BOK Financial Corp. COM 05561Q201 83,054 1,000,169 SH   SOLE   946,969 0 53,200
Borgwarner, Inc. COM 099724106 327,546 8,304,915 SH   SOLE   7,637,162 0 667,753
Boston Scientific Corp. COM 101137107 72,491 3,351,408 SH   SOLE   3,144,033 0 207,375
Bridge Bancorp, Inc. COM 108035106 662 17,480 SH   SOLE   17,480 0 0
Broadridge Financial Solutions COM 11133T103 44,506 671,286 SH   SOLE   654,656 0 16,630
Brown & Brown, Inc. COM 115236101 101,154 2,254,888 SH   SOLE   2,172,688 0 82,200
Callaway Golf Co. COM 131193104 4,303 392,625 SH   SOLE   390,064 0 2,561
Capital One Financial Corp. COM 14040H105 392,840 4,502,977 SH   SOLE   4,049,950 0 453,027
Carrizo Oil & Gas, Inc. COM 144577103 5,542 148,388 SH   SOLE   146,963 0 1,425
Carter's, Inc. COM 146229109 11,276 130,520 SH   SOLE   129,945 0 575
Charter Communications, Inc. COM 16119P108 144,477 501,796 SH   SOLE   427,967 0 73,829
Cimarex Energy Co. COM 171798101 443,911 3,266,451 SH   SOLE   3,015,845 0 250,606
Cincinnati Bell, Inc. COM 171871502 13,881 621,069 SH   SOLE   618,208 0 2,861
Cisco Systems, Inc. COM 17275R102 313,178 10,363,264 SH   SOLE   9,165,318 0 1,197,946
Citigroup, Inc. COM 172967424 535,318 9,007,541 SH   SOLE   8,152,877 0 854,664
Cognizant Tech Solutions Corp. COM 192446102 55,431 989,306 SH   SOLE   989,306 0 0
Colfax Corp. COM 194014106 99,301 2,763,747 SH   SOLE   2,676,291 0 87,456
Colony Capital, Inc. (Cl A) COM 19624R106 46,314 2,287,121 SH   SOLE   2,198,226 0 88,895
Comcast Corp. (Cl A) COM 20030N101 258,556 3,744,468 SH   SOLE   3,370,207 0 374,261
CommScope Holding Co., Inc. COM 20337X109 96,616 2,597,211 SH   SOLE   2,497,236 0 99,975
Coty, Inc. (Cl A) COM 222070203 180,857 9,877,479 SH   SOLE   9,055,026 0 822,453
CSG Systems International, Inc COM 126349109 211 4,356 SH   SOLE   3,501 0 855
CubeSmart COM 229663109 27,988 1,045,489 SH   SOLE   983,004 0 62,485
Deere & Co. COM 244199105 58,097 563,830 SH   SOLE   561,749 0 2,081
Delphi Automotive PLC COM G27823106 270 4,012 SH   SOLE   4,012 0 0
Discover Financial Services COM 254709108 14,046 194,836 SH   SOLE   192,283 0 2,553
Dolby Laboratories, Inc. COM 25659T107 391 8,645 SH   SOLE   7,005 0 1,640
Dollar General Corp. COM 256677105 76,698 1,035,476 SH   SOLE   1,032,888 0 2,588
Dover Corp. COM 260003108 24,181 322,719 SH   SOLE   302,804 0 19,915
DST Systems, Inc. COM 233326107 52,201 487,177 SH   SOLE   485,267 0 1,910
Eastman Chemical Co. COM 277432100 84,738 1,126,690 SH   SOLE   945,348 0 181,342
Edgewell Personal Care Co. COM 28035Q102 39,757 544,687 SH   SOLE   520,622 0 24,065
Endurance Specialty Holdings L COM G30397106 95,266 1,031,017 SH   SOLE   985,687 0 45,330
Enstar Group Ltd. COM G3075P101 61,823 312,712 SH   SOLE   305,702 0 7,010
EOG Resources, Inc. COM 26875P101 127,672 1,262,830 SH   SOLE   1,115,720 0 147,110
Essex Property Trust, Inc. COM 297178105 281 1,207 SH   SOLE   1,207 0 0
ETF SER SOLUTIONS DMND HILL VAL 26922A875 13,917 539,851 SH   SOLE   539,851 0 0
Exxon Mobil Corp. COM 30231G102 293 3,246 SH   SOLE   3,246 0 0
Facebook, Inc. COM 30303M102 381 3,315 SH   SOLE   3,315 0 0
Fastenal Co. COM 311900104 25,154 535,428 SH   SOLE   533,167 0 2,261
First Horizon National Corp. COM 320517105 68,602 3,428,370 SH   SOLE   3,268,890 0 159,480
First of Long Island Corp. COM 320734106 13,954 488,767 SH   SOLE   420,482 0 68,285
First Republic Bank COM 33616C100 57,827 627,594 SH   SOLE   586,879 0 40,715
Flowers Foods, Inc. COM 343498101 79,163 3,964,085 SH   SOLE   3,784,885 0 179,200
Ford Motor Co. COM 345370860 165,830 13,671,040 SH   SOLE   11,661,511 0 2,009,529
Fortinet, Inc. COM 34959E109 10,379 344,591 SH   SOLE   343,527 0 1,064
Fortis, Inc. COM 349553107 26,898 871,037 SH   SOLE   836,006 0 35,031
Fortress Investment Group LLC COM 34958B106 20,161 4,148,321 SH   SOLE   4,137,416 0 10,905
Franklin Resources, Inc. COM 354613101 154,099 3,893,345 SH   SOLE   3,483,569 0 409,776
General Electric Co. COM 369604103 371 11,730 SH   SOLE   11,730 0 0
GlaxoSmithKline PLC COM 37733W105 5,827 151,307 SH   SOLE   151,307 0 0
Global Sources Ltd. COM G39300101 883 99,801 SH   SOLE   99,475 0 326
Goodyear Tire & Rubber Co. COM 382550101 199,928 6,476,443 SH   SOLE   5,920,549 0 555,894
Hanesbrands, Inc. COM 410345102 207,076 9,600,198 SH   SOLE   8,798,864 0 801,334
Hartford Financial Services Gr COM 416515104 240,260 5,042,182 SH   SOLE   4,486,069 0 556,113
Hillenbrand, Inc. COM 431571108 8,223 214,416 SH   SOLE   212,986 0 1,430
Honeywell International, Inc. COM 438516106 42,574 367,493 SH   SOLE   315,424 0 52,069
Horizon Global Corp. COM 44052W104 3,925 163,549 SH   SOLE   162,689 0 860
Hub Group, Inc. COM 443320106 159,960 3,656,234 SH   SOLE   3,502,060 0 154,174
Huntington Bancshares, Inc. COM 446150104 175 13,213 SH   SOLE   13,213 0 0
Hyster-Yale Materials Handling COM 449172105 14,827 232,508 SH   SOLE   231,618 0 890
Illinois Tool Works, Inc. COM 452308109 180,635 1,475,052 SH   SOLE   1,281,793 0 193,259
Integer Holdings Corp. COM 45826H109 10,826 367,623 SH   SOLE   366,398 0 1,225
International Business Machine COM 459200101 18,585 111,963 SH   SOLE   111,963 0 0
iShares Tr RUS 1000 VAL ETF 464287598 8,846 78,961 SH   SOLE   78,878 0 83
iStar, Inc. COM 45031U101 92,115 7,446,681 SH   SOLE   7,202,706 0 243,975
Johnson & Johnson COM 478160104 268 2,327 SH   SOLE   2,327 0 0
Jones Lang Lasalle, Inc. COM 48020Q107 40,599 401,814 SH   SOLE   381,892 0 19,922
JPMorgan Chase & Co. COM 46625H100 365,467 4,235,330 SH   SOLE   3,710,257 0 525,073
Juniper Networks, Inc. COM 48203R104 213,025 7,538,027 SH   SOLE   6,939,407 0 598,620
Keysight Technologies, Inc. COM 49338L103 27,723 758,083 SH   SOLE   713,313 0 44,770
Kimberly-Clark Corp. COM 494368103 247,123 2,165,462 SH   SOLE   1,910,961 0 254,501
Kirby Corp. COM 497266106 83,959 1,262,535 SH   SOLE   1,206,740 0 55,795
Liberty Global PLC (Cl A) COM G5480U104 17,905 585,334 SH   SOLE   576,455 0 8,879
Lifepoint Health, Inc. COM 53219L109 95,121 1,674,665 SH   SOLE   1,594,810 0 79,855
Linear Technology Corp. COM 535678106 63,804 1,023,314 SH   SOLE   956,419 0 66,895
Live Nation Entertainment, Inc COM 538034109 41,364 1,555,052 SH   SOLE   1,548,577 0 6,475
Loews Corp. COM 540424108 209,225 4,467,751 SH   SOLE   4,077,626 0 390,125
Marsh & McLennan Cos., Inc. COM 571748102 199,581 2,952,821 SH   SOLE   2,509,243 0 443,578
McKesson Corp. COM 58155Q103 2,989 21,280 SH   SOLE   21,280 0 0
Medtronic PLC COM G5960L103 186,295 2,615,402 SH   SOLE   2,308,732 0 306,670
MetLife, Inc. COM 59156R108 317,347 5,888,796 SH   SOLE   5,415,989 0 472,807
Microsoft Corp. COM 594918104 271,941 4,376,270 SH   SOLE   3,948,808 0 427,462
Mid-America Apartment Communit COM 59522J103 57,455 586,751 SH   SOLE   560,571 0 26,180
Molson Coors Brewing Co. (Cl B COM 60871R209 54,916 564,339 SH   SOLE   529,514 0 34,825
Morgan Stanley COM 617446448 349,485 8,271,838 SH   SOLE   7,310,100 0 961,738
Nationstar Mortgage Holdings, COM 63861C109 128,399 7,109,601 SH   SOLE   6,832,578 0 277,023
Natus Medical, Inc. COM 639050103 20,516 589,551 SH   SOLE   587,241 0 2,310
Navigators Group, Inc. COM 638904102 92,858 788,606 SH   SOLE   762,656 0 25,950
Newell Brands, Inc. COM 651229106 104,552 2,341,585 SH   SOLE   2,275,702 0 65,883
Noble Energy, Inc. COM 655044105 5,870 154,222 SH   SOLE   153,318 0 904
Nuvectra Corp. COM 67075N108 178 35,298 SH   SOLE   35,180 0 118
NVR, Inc. COM 62944T105 65,263 39,103 SH   SOLE   36,930 0 2,173
Orthofix International N.V. COM N6748L102 36,079 997,215 SH   SOLE   936,470 0 60,745
Parker Hannifin Corp. COM 701094104 257,710 1,840,783 SH   SOLE   1,650,855 0 189,928
PepsiCo, Inc. COM 713448108 85,378 815,996 SH   SOLE   695,029 0 120,967
Pfizer, Inc. COM 717081103 420,844 12,957,027 SH   SOLE   11,708,191 0 1,248,836
Philip Morris International, I COM 718172109 118,564 1,295,926 SH   SOLE   1,109,360 0 186,566
PNC Financial Services Group, COM 693475105 115,576 988,170 SH   SOLE   847,851 0 140,319
Popular, Inc. COM 733174700 174,111 3,973,329 SH   SOLE   3,898,946 0 74,383
Post Holdings, Inc. COM 737446104 115,556 1,437,448 SH   SOLE   1,373,334 0 64,114
Praxair, Inc. COM 74005P104 120,450 1,027,817 SH   SOLE   875,078 0 152,739
Proassurance Corp. COM 74267C106 24,375 433,727 SH   SOLE   432,227 0 1,500
Procter & Gamble Co. COM 742718109 281,830 3,351,922 SH   SOLE   2,950,265 0 401,657
Progressive Corp. COM 743315103 176,090 4,960,272 SH   SOLE   4,204,671 0 755,601
Public Storage COM 74460D109 370 1,656 SH   SOLE   1,656 0 0
Radian Group, Inc. COM 750236101 3,754 208,804 SH   SOLE   208,138 0 666
Red Rock Resorts, Inc. COM 75700L108 77,547 3,343,994 SH   SOLE   3,207,098 0 136,896
Reinsurance Group of America COM 759351604 63,555 505,087 SH   SOLE   479,727 0 25,360
SPX Flow, Inc. COM 78469X107 47,218 1,472,800 SH   SOLE   1,414,310 0 58,490
Staples, Inc. COM 855030102 46,604 5,149,636 SH   SOLE   4,826,671 0 322,965
State Bank Financial Corp. COM 856190103 10,736 399,713 SH   SOLE   398,168 0 1,545
State Street Corp. COM 857477103 1,468 18,892 SH   SOLE   18,892 0 0
Sterling Bancorp COM 85917A100 17,002 726,563 SH   SOLE   723,505 0 3,058
Stryker Corp. COM 863667101 110,180 919,621 SH   SOLE   784,435 0 135,186
SVB Financial Group COM 78486Q101 41,441 241,411 SH   SOLE   226,806 0 14,605
Sysco Corp. COM 871829107 259 4,683 SH   SOLE   4,683 0 0
Tanger Factory Outlet Centers, COM 875465106 13,516 377,762 SH   SOLE   376,217 0 1,545
Tegna, Inc. COM 87901J105 189,874 8,876,767 SH   SOLE   8,192,673 0 684,094
Tenneco, Inc. COM 880349105 35,728 571,921 SH   SOLE   569,706 0 2,215
Thermo Fisher Scientific, Inc. COM 883556102 91,363 647,502 SH   SOLE   558,694 0 88,808
Tivo Corp. COM 88870P106 7,907 378,318 SH   SOLE   375,733 0 2,585
TJX Cos., Inc. COM 872540109 286,186 3,809,211 SH   SOLE   3,398,086 0 411,125
Toro Co. COM 891092108 18,299 327,062 SH   SOLE   325,762 0 1,300
Treehouse Foods, Inc. COM 89469A104 27,570 381,908 SH   SOLE   358,073 0 23,835
TriMas Corp. COM 896215209 10,111 430,253 SH   SOLE   428,103 0 2,150
Trinity Industries, Inc. COM 896522109 42,658 1,536,681 SH   SOLE   1,530,961 0 5,720
Twenty-First Century Fox, Inc. COM 90130A200 192,161 7,051,797 SH   SOLE   6,565,820 0 485,977
U.S. Bancorp COM 902973304 249 4,846 SH   SOLE   4,846 0 0
UGI Corp. COM 902681105 105,367 2,286,607 SH   SOLE   2,189,282 0 97,325
United Continental Holdings, I COM 910047109 133,183 1,827,433 SH   SOLE   1,823,294 0 4,139
United Parcel Service, Inc. (C COM 911312106 82,969 723,735 SH   SOLE   616,985 0 106,750
United Technologies Corp. COM 913017109 386,117 3,522,324 SH   SOLE   3,153,995 0 368,329
Universal American Corp. COM 91338E101 55,945 5,622,630 SH   SOLE   5,373,935 0 248,695
V.F. Corp. COM 918204108 174,003 3,261,536 SH   SOLE   2,922,199 0 339,337
Vail Resorts, Inc. COM 91879Q109 59,192 366,945 SH   SOLE   364,970 0 1,975
Valeant Pharmaceuticals Intern COM 91911K102 501 34,500 SH   SOLE   34,500 0 0
Vantiv, Inc. COM 92210H105 256,227 4,297,675 SH   SOLE   3,908,821 0 388,854
Walt Disney Co. COM 254687106 244,578 2,346,750 SH   SOLE   2,086,248 0 260,502
Wells Fargo & Co. COM 949746101 231,697 4,204,258 SH   SOLE   3,777,350 0 426,908
WGL Holdings, Inc. COM 92924F106 286 3,750 SH   SOLE   3,020 0 730
Whirlpool Corp. COM 963320106 332,967 1,831,802 SH   SOLE   1,672,941 0 158,861
Willis Towers Watson PLC COM G96629103 259,010 2,118,169 SH   SOLE   2,042,928 0 75,241
Worthington Industries COM 981811102 660 13,902 SH   SOLE   13,902 0 0
XL Group Ltd. COM G98294104 52,910 1,420,029 SH   SOLE   1,332,949 0 87,080