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 109,132 3,669,530 SH   SOLE   3,511,501 0 158,029
Abbott Laboratories COM 002824100 545,861 12,291,387 SH   SOLE   11,212,237 0 1,079,150
Aetna, Inc. COM 00817Y108 211,270 1,656,372 SH   SOLE   1,425,515 0 230,857
Aircastle Ltd. COM G0129K104 65,163 2,700,512 SH   SOLE   2,620,878 0 79,634
Alaska Air Group, Inc. COM 011659109 24,782 268,725 SH   SOLE   267,410 0 1,315
Alere, Inc. COM 01449J105 96,337 2,424,801 SH   SOLE   2,420,266 0 4,535
Alleghany Corp. COM 017175100 13,020 21,182 SH   SOLE   21,099 0 83
Allegiant Travel Co. COM 01748X102 333 2,075 SH   SOLE   1,670 0 405
Allergan PLC COM G0177J108 308 1,290 SH   SOLE   1,290 0 0
Alphabet, Inc. (Cl. A) COM 02079K305 390,400 460,486 SH   SOLE   420,216 0 40,270
Alphabet, Inc. (Cl. C) COM 02079K107 520 627 SH   SOLE   627 0 0
Amazon.com, Inc. COM 023135106 408 460 SH   SOLE   460 0 0
American Equity Investment Lif COM 025676206 7,454 315,429 SH   SOLE   314,199 0 1,230
Anheuser-Busch Inbev Spn ADR COM 03524A108 565 5,150 SH   SOLE   5,150 0 0
Anixter International, Inc. COM 035290105 6,656 83,933 SH   SOLE   83,418 0 515
Apple, Inc. COM 037833100 351,093 2,443,915 SH   SOLE   2,229,200 0 214,715
Assured Guaranty Ltd. COM G0585R106 4,084 110,059 SH   SOLE   109,429 0 630
AT&T, Inc. COM 00206R102 215 5,170 SH   SOLE   5,170 0 0
Atlas Financial Holdings, Inc. COM G06207115 667 48,890 SH   SOLE   48,890 0 0
Avis Budget Group, Inc. COM 053774105 169,491 5,729,931 SH   SOLE   5,629,677 0 100,254
Axalta Coating Systems Ltd. COM G0750C108 324,871 10,089,171 SH   SOLE   9,352,137 0 737,034
B&G Foods, Inc. COM 05508R106 95,369 2,369,418 SH   SOLE   2,262,973 0 106,445
Bank of America Corp. COM 060505104 240 10,171 SH   SOLE   10,171 0 0
BankUnited, Inc. COM 06652K103 256,468 6,873,969 SH   SOLE   6,699,232 0 174,737
Berkshire Hathaway, Inc. (Cl B COM 084670702 178,217 1,069,214 SH   SOLE   991,660 0 77,554
BioScrip, Inc. COM 09069N108 8,757 5,151,236 SH   SOLE   5,135,891 0 15,345
BOK Financial Corp. COM 05561Q201 77,990 996,418 SH   SOLE   943,357 0 53,061
Borgwarner, Inc. COM 099724106 347,292 8,310,418 SH   SOLE   7,656,399 0 654,019
Boston Scientific Corp. COM 101137107 83,594 3,361,258 SH   SOLE   3,154,403 0 206,855
Bridge Bancorp, Inc. COM 108035106 612 17,480 SH   SOLE   17,480 0 0
Broadridge Financial Solutions COM 11133T103 40,748 599,674 SH   SOLE   583,083 0 16,591
Brown & Brown, Inc. COM 115236101 90,705 2,174,130 SH   SOLE   2,092,462 0 81,668
Callaway Golf Co. COM 131193104 4,345 392,508 SH   SOLE   389,947 0 2,561
Capital One Financial Corp. COM 14040H105 405,397 4,678,013 SH   SOLE   4,230,916 0 447,097
Carrizo Oil & Gas, Inc. COM 144577103 4,252 148,348 SH   SOLE   146,923 0 1,425
Carter's, Inc. COM 146229109 11,787 131,255 SH   SOLE   130,515 0 740
Charter Communications, Inc. COM 16119P108 160,643 490,782 SH   SOLE   423,077 0 67,705
Cimarex Energy Co. COM 171798101 448,772 3,755,729 SH   SOLE   3,460,152 0 295,577
Cincinnati Bell, Inc. COM 171871502 12,352 697,862 SH   SOLE   695,001 0 2,861
Cisco Systems, Inc. COM 17275R102 249,388 7,378,338 SH   SOLE   6,632,376 0 745,962
Citigroup, Inc. COM 172967424 579,086 9,680,474 SH   SOLE   8,801,533 0 878,941
Cognizant Tech Solutions Corp. COM 192446102 72,615 1,220,005 SH   SOLE   1,220,005 0 0
Colfax Corp. COM 194014106 103,883 2,646,021 SH   SOLE   2,560,398 0 85,623
Colony NorthStar, Inc. (Cl. A) COM 19625W104 43,747 3,388,632 SH   SOLE   3,257,623 0 131,009
Comcast Corp. (Cl A) COM 20030N101 276,883 7,365,875 SH   SOLE   6,683,659 0 682,216
CommScope Holding Co., Inc. COM 20337X109 105,334 2,525,394 SH   SOLE   2,425,660 0 99,734
Coty, Inc. (Cl A) COM 222070203 176,615 9,741,604 SH   SOLE   8,993,696 0 747,908
CubeSmart COM 229663109 70,657 2,721,772 SH   SOLE   2,583,584 0 138,188
Deere & Co. COM 244199105 52,523 482,480 SH   SOLE   481,375 0 1,105
Delphi Automotive PLC COM G27823106 479 5,955 SH   SOLE   5,955 0 0
Discover Financial Services COM 254709108 15,621 228,411 SH   SOLE   226,505 0 1,906
Dolby Laboratories, Inc. COM 25659T107 453 8,645 SH   SOLE   7,005 0 1,640
Dollar General Corp. COM 256677105 97,217 1,394,199 SH   SOLE   1,392,119 0 2,080
Dover Corp. COM 260003108 25,862 321,873 SH   SOLE   302,007 0 19,866
DST Systems, Inc. COM 233326107 56,200 458,773 SH   SOLE   456,863 0 1,910
Eastman Chemical Co. COM 277432100 89,881 1,112,390 SH   SOLE   950,201 0 162,189
Edgewell Personal Care Co. COM 28035Q102 53,600 732,836 SH   SOLE   699,304 0 33,532
Enstar Group Ltd. COM G3075P101 62,937 328,995 SH   SOLE   321,000 0 7,995
Essex Property Trust, Inc. COM 297178105 269 1,160 SH   SOLE   1,160 0 0
ETF Ser Solutions DMND Hill Val 26922A875 14,874 539,101 SH   SOLE   539,101 0 0
Exxon Mobil Corp. COM 30231G102 270 3,295 SH   SOLE   3,295 0 0
Facebook, Inc. COM 30303M102 530 3,729 SH   SOLE   3,729 0 0
Fastenal Co. COM 311900104 27,534 534,639 SH   SOLE   533,221 0 1,418
First Horizon National Corp. COM 320517105 62,859 3,397,797 SH   SOLE   3,238,047 0 159,750
First of Long Island Corp. COM 320734106 13,217 488,632 SH   SOLE   420,347 0 68,285
First Republic Bank COM 33616C100 59,050 629,463 SH   SOLE   588,846 0 40,617
Flowers Foods, Inc. COM 343498101 75,502 3,889,856 SH   SOLE   3,711,108 0 178,748
Ford Motor Co. COM 345370860 167,603 14,398,915 SH   SOLE   12,419,004 0 1,979,911
Fortinet, Inc. COM 34959E109 15,971 416,465 SH   SOLE   414,751 0 1,714
Fortis, Inc. COM 349553107 27,331 824,209 SH   SOLE   789,261 0 34,948
Fortress Investment Group LLC COM 34958B106 31,903 4,012,908 SH   SOLE   4,000,223 0 12,685
Franklin Resources, Inc. COM 354613101 161,328 3,828,393 SH   SOLE   3,457,895 0 370,498
General Electric Co. COM 369604103 321 10,769 SH   SOLE   10,769 0 0
GlaxoSmithKline PLC COM 37733W105 8,013 190,052 SH   SOLE   190,052 0 0
Global Sources Ltd. COM G39300101 428 51,915 SH   SOLE   51,746 0 169
Goodyear Tire & Rubber Co. COM 382550101 225,437 6,262,140 SH   SOLE   5,707,630 0 554,510
Hanesbrands, Inc. COM 410345102 204,550 9,853,080 SH   SOLE   9,039,170 0 813,910
Hartford Financial Services Gr COM 416515104 295,159 6,140,185 SH   SOLE   5,484,336 0 655,849
Hillenbrand, Inc. COM 431571108 6,775 188,974 SH   SOLE   187,849 0 1,125
Honeywell International, Inc. COM 438516106 113,628 909,967 SH   SOLE   782,493 0 127,474
Horizon Global Corp. COM 44052W104 2,270 163,519 SH   SOLE   162,659 0 860
Hub Group, Inc. COM 443320106 155,025 3,341,048 SH   SOLE   3,209,571 0 131,477
Huntington Bancshares, Inc. COM 446150104 182 13,614 SH   SOLE   13,614 0 0
Hyster-Yale Materials Handling COM 449172105 11,899 211,021 SH   SOLE   210,131 0 890
Illinois Tool Works, Inc. COM 452308109 192,925 1,456,367 SH   SOLE   1,269,700 0 186,667
Integer Holdings Corp. COM 45826H109 13,000 323,376 SH   SOLE   322,151 0 1,225
iStar, Inc. COM 45031U101 88,535 7,502,961 SH   SOLE   7,258,495 0 244,466
Johnson & Johnson COM 478160104 287 2,308 SH   SOLE   2,308 0 0
Johnson Controls International COM G51502105 232 5,517 SH   SOLE   5,517 0 0
Jones Lang Lasalle, Inc. COM 48020Q107 59,561 534,422 SH   SOLE   507,588 0 26,834
JPMorgan Chase & Co. COM 46625H100 362,971 4,132,185 SH   SOLE   3,642,898 0 489,287
Juniper Networks, Inc. COM 48203R104 226,239 8,129,305 SH   SOLE   7,408,971 0 720,334
Keysight Technologies, Inc. COM 49338L103 27,182 752,135 SH   SOLE   707,485 0 44,650
Kimberly-Clark Corp. COM 494368103 279,056 2,120,006 SH   SOLE   1,893,499 0 226,507
Kirby Corp. COM 497266106 85,702 1,214,766 SH   SOLE   1,159,114 0 55,652
Liberty Global PLC (Cl A) COM G5480U104 14,471 403,438 SH   SOLE   399,267 0 4,171
Lifepoint Health, Inc. COM 53219L109 108,695 1,659,459 SH   SOLE   1,579,604 0 79,855
Live Nation Entertainment, Inc COM 538034109 46,448 1,529,397 SH   SOLE   1,522,922 0 6,475
Loews Corp. COM 540424108 208,462 4,457,168 SH   SOLE   4,094,830 0 362,338
Marsh & McLennan Cos., Inc. COM 571748102 216,306 2,927,399 SH   SOLE   2,501,879 0 425,520
McKesson Corp. COM 58155Q103 3,151 21,251 SH   SOLE   21,251 0 0
Medtronic PLC COM G5960L103 209,284 2,597,862 SH   SOLE   2,307,005 0 290,857
MetLife, Inc. COM 59156R108 361,232 6,838,929 SH   SOLE   6,297,414 0 541,515
Microsoft Corp. COM 594918104 345,465 5,245,444 SH   SOLE   4,696,958 0 548,486
Mid-America Apartment Communit COM 59522J103 58,612 576,092 SH   SOLE   549,978 0 26,114
Molson Coors Brewing Co. (Cl B COM 60871R209 55,430 579,141 SH   SOLE   544,403 0 34,738
Morgan Stanley COM 617446448 347,940 8,121,852 SH   SOLE   7,211,355 0 910,497
Nationstar Mortgage Holdings, COM 63861C109 110,455 7,008,551 SH   SOLE   6,739,136 0 269,415
Natus Medical, Inc. COM 639050103 22,592 575,594 SH   SOLE   573,284 0 2,310
Navigators Group, Inc. COM 638904102 83,245 1,533,060 SH   SOLE   1,481,429 0 51,631
Newell Brands, Inc. COM 651229106 109,259 2,316,285 SH   SOLE   2,250,402 0 65,883
Noble Energy, Inc. COM 655044105 5,306 154,509 SH   SOLE   153,605 0 904
Nuvectra Corp. COM 67075N108 241 35,298 SH   SOLE   35,180 0 118
NVR, Inc. COM 62944T105 84,979 40,334 SH   SOLE   38,202 0 2,132
Orthofix International N.V. COM N6748L102 37,821 991,377 SH   SOLE   930,826 0 60,551
Parker Hannifin Corp. COM 701094104 274,678 1,713,308 SH   SOLE   1,533,815 0 179,493
PepsiCo, Inc. COM 713448108 175,391 1,567,947 SH   SOLE   1,348,889 0 219,058
Pfizer, Inc. COM 717081103 422,770 12,358,068 SH   SOLE   11,165,395 0 1,192,673
Philip Morris International, I COM 718172109 158,675 1,405,451 SH   SOLE   1,207,420 0 198,031
PNC Financial Services Group, COM 693475105 115,747 962,629 SH   SOLE   832,567 0 130,062
Popular, Inc. COM 733174700 163,795 4,021,495 SH   SOLE   3,954,574 0 66,921
Post Holdings, Inc. COM 737446104 122,571 1,400,496 SH   SOLE   1,336,912 0 63,584
Praxair, Inc. COM 74005P104 121,781 1,026,821 SH   SOLE   877,500 0 149,321
Proassurance Corp. COM 74267C106 23,503 390,089 SH   SOLE   388,589 0 1,500
Procter & Gamble Co. COM 742718109 296,769 3,302,938 SH   SOLE   2,925,320 0 377,618
Public Storage COM 74460D109 364 1,663 SH   SOLE   1,663 0 0
Red Rock Resorts, Inc. COM 75700L108 96,855 4,366,774 SH   SOLE   4,191,396 0 175,378
Reinsurance Group of America COM 759351604 61,085 481,057 SH   SOLE   455,913 0 25,144
Sensata Technologies Holding N COM N7902X106 882 20,197 SH   SOLE   20,197 0 0
SPX Flow, Inc. COM 78469X107 50,060 1,442,236 SH   SOLE   1,383,903 0 58,333
Staples, Inc. COM 855030102 46,428 5,293,947 SH   SOLE   4,971,899 0 322,048
State Bank Financial Corp. COM 856190103 10,439 399,641 SH   SOLE   398,096 0 1,545
State Street Corp. COM 857477103 1,512 18,989 SH   SOLE   18,989 0 0
Sterling Bancorp COM 85917A100 15,890 670,475 SH   SOLE   667,417 0 3,058
Stryker Corp. COM 863667101 118,308 898,655 SH   SOLE   768,990 0 129,665
SVB Financial Group COM 78486Q101 45,179 242,782 SH   SOLE   228,213 0 14,569
Tanger Factory Outlet Centers, COM 875465106 12,468 380,484 SH   SOLE   378,939 0 1,545
Tegna, Inc. COM 87901J105 216,321 8,443,448 SH   SOLE   7,767,808 0 675,640
Tenneco, Inc. COM 880349105 33,271 533,013 SH   SOLE   530,695 0 2,318
Thermo Fisher Scientific, Inc. COM 883556102 99,624 648,596 SH   SOLE   559,251 0 89,345
Tivo Corp. COM 88870P106 7,092 378,220 SH   SOLE   375,635 0 2,585
TJX Cos., Inc. COM 872540109 316,953 4,007,999 SH   SOLE   3,594,576 0 413,423
Toro Co. COM 891092108 16,241 260,026 SH   SOLE   258,726 0 1,300
Treehouse Foods, Inc. COM 89469A104 33,131 391,336 SH   SOLE   367,561 0 23,775
TriMas Corp. COM 896215209 8,925 430,141 SH   SOLE   427,991 0 2,150
Trinity Industries, Inc. COM 896522109 38,486 1,449,551 SH   SOLE   1,443,831 0 5,720
Twenty-First Century Fox, Inc. COM 90130A200 211,820 6,665,209 SH   SOLE   6,235,096 0 430,113
U.S. Bancorp COM 902973304 242 4,696 SH   SOLE   4,696 0 0
UGI Corp. COM 902681105 106,209 2,149,981 SH   SOLE   2,052,923 0 97,058
United Continental Holdings, I COM 910047109 145,941 2,065,981 SH   SOLE   2,062,950 0 3,031
United Technologies Corp. COM 913017109 392,532 3,498,187 SH   SOLE   3,154,866 0 343,321
Universal American Corp. COM 91338E101 55,811 5,597,889 SH   SOLE   5,349,979 0 247,910
V.F. Corp. COM 918204108 192,810 3,507,546 SH   SOLE   3,136,747 0 370,799
Vail Resorts, Inc. COM 91879Q109 71,219 371,126 SH   SOLE   369,456 0 1,670
Valeant Pharmaceuticals Intern COM 91911K102 381 34,500 SH   SOLE   34,500 0 0
Validus Holdings Ltd COM G9319H102 54,660 969,326 SH   SOLE   918,056 0 51,270
Vantiv, Inc. COM 92210H105 267,365 4,169,764 SH   SOLE   3,802,869 0 366,895
Visa, Inc. COM 92826C839 208 2,336 SH   SOLE   2,336 0 0
Walt Disney Co. COM 254687106 252,677 2,228,385 SH   SOLE   1,999,770 0 228,615
Wells Fargo & Co. COM 949746101 233,471 4,194,585 SH   SOLE   3,756,186 0 438,399
WGL Holdings, Inc. COM 92924F106 201 2,435 SH   SOLE   1,960 0 475
Whirlpool Corp. COM 963320106 310,378 1,811,581 SH   SOLE   1,654,193 0 157,388
Willis Towers Watson PLC COM G96629103 262,239 2,003,503 SH   SOLE   1,928,730 0 74,773
WNS Holdings ADR COM 92932M101 8,740 305,471 SH   SOLE   303,953 0 1,518
Worthington Industries COM 981811102 627 13,902 SH   SOLE   13,902 0 0
XL Group Ltd. COM G98294104 56,922 1,428,060 SH   SOLE   1,341,197 0 86,863