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 110,422 2,838,617 SH   SOLE   2,713,678 0 124,939
Abbott Laboratories COM 002824100 581,574 11,964,081 SH   SOLE   10,890,081 0 1,074,000
Aetna, Inc. COM 00817Y108 247,519 1,630,235 SH   SOLE   1,424,093 0 206,142
Aircastle Ltd. COM G0129K104 56,852 2,613,872 SH   SOLE   2,534,238 0 79,634
Alaska Air Group, Inc. COM 011659109 24,119 268,707 SH   SOLE   267,392 0 1,315
Alere, Inc. COM 01449J105 106,191 2,115,775 SH   SOLE   2,112,275 0 3,500
Alleghany Corp. COM 017175100 12,599 21,182 SH   SOLE   21,099 0 83
Allegiant Travel Co. COM 01748X102 281 2,075 SH   SOLE   1,670 0 405
Allergan PLC COM G0177J108 410 1,687 SH   SOLE   1,687 0 0
Alphabet, Inc. (Cl. A) COM 02079K305 433,299 466,073 SH   SOLE   427,911 0 38,162
Alphabet, Inc. (Cl. C) COM 02079K107 455 501 SH   SOLE   501 0 0
Amazon.com, Inc. COM 023135106 422 436 SH   SOLE   436 0 0
American Equity Investment Lif COM 025676206 8,289 315,429 SH   SOLE   314,199 0 1,230
Anheuser-Busch Inbev Spn ADR COM 03524A108 237 2,150 SH   SOLE   2,150 0 0
Anixter International, Inc. COM 035290105 6,187 79,118 SH   SOLE   78,603 0 515
Apple, Inc. COM 037833100 344,583 2,392,603 SH   SOLE   2,206,162 0 186,441
Assured Guaranty Ltd. COM G0585R106 4,295 102,904 SH   SOLE   102,274 0 630
Atlas Financial Holdings, Inc. COM G06207115 923 61,950 SH   SOLE   61,950 0 0
Avis Budget Group, Inc. COM 053774105 167,201 6,131,332 SH   SOLE   6,026,964 0 104,368
Avnet, Inc. COM 053807103 25,102 645,615 SH   SOLE   615,965 0 29,650
Axalta Coating Systems Ltd. COM G0750C108 319,892 9,984,150 SH   SOLE   9,247,614 0 736,536
B&G Foods, Inc. COM 05508R106 83,570 2,347,475 SH   SOLE   2,241,030 0 106,445
Bank of America Corp. COM 060505104 232 9,565 SH   SOLE   9,565 0 0
Bank of New York Mellon Corp. COM 064058100 886 17,370 SH   SOLE   17,370 0 0
BankUnited, Inc. COM 06652K103 258,425 7,666,132 SH   SOLE   7,462,152 0 203,980
Berkshire Hathaway, Inc. (Cl B COM 084670702 215,890 1,274,666 SH   SOLE   1,178,147 0 96,519
BioScrip, Inc. COM 09069N108 11,593 4,270,069 SH   SOLE   4,254,724 0 15,345
BOK Financial Corp. COM 05561Q201 82,866 984,980 SH   SOLE   933,264 0 51,716
Borgwarner, Inc. COM 099724106 359,495 8,486,663 SH   SOLE   7,828,268 0 658,395
Boston Scientific Corp. COM 101137107 83,537 3,013,614 SH   SOLE   2,833,124 0 180,490
Bridge Bancorp, Inc. COM 108035106 582 17,480 SH   SOLE   17,480 0 0
Broadridge Financial Solutions COM 11133T103 41,637 551,052 SH   SOLE   535,741 0 15,311
Brown & Brown, Inc. COM 115236101 82,889 1,924,515 SH   SOLE   1,858,152 0 66,363
Callaway Golf Co. COM 131193104 4,530 354,453 SH   SOLE   351,892 0 2,561
Capital One Financial Corp. COM 14040H105 319,827 3,871,056 SH   SOLE   3,538,127 0 332,929
Carrizo Oil & Gas, Inc. COM 144577103 2,584 148,348 SH   SOLE   146,923 0 1,425
Carter's, Inc. COM 146229109 11,675 131,255 SH   SOLE   130,515 0 740
Charter Communications, Inc. ( COM 16119P108 174,500 518,034 SH   SOLE   450,330 0 67,704
Cimarex Energy Co. COM 171798101 381,992 4,063,310 SH   SOLE   3,767,619 0 295,691
Cincinnati Bell, Inc. COM 171871502 19,664 1,005,813 SH   SOLE   1,000,343 0 5,470
Cisco Systems, Inc. COM 17275R102 156,179 4,989,744 SH   SOLE   4,582,532 0 407,212
Citigroup, Inc. COM 172967424 614,291 9,184,967 SH   SOLE   8,339,202 0 845,765
Cognizant Tech Solutions Corp. COM 192446102 80,998 1,219,853 SH   SOLE   1,219,853 0 0
Colfax Corp. COM 194014106 98,790 2,509,280 SH   SOLE   2,424,919 0 84,361
Colony NorthStar, Inc. (Cl. A) COM 19625W104 47,758 3,389,485 SH   SOLE   3,258,476 0 131,009
Comcast Corp. (Cl A) COM 20030N101 281,098 7,222,447 SH   SOLE   6,544,227 0 678,220
CommScope Holding Co., Inc. COM 20337X109 106,697 2,805,589 SH   SOLE   2,692,475 0 113,114
Coty, Inc. (Cl A) COM 222070203 190,711 10,165,812 SH   SOLE   9,417,710 0 748,102
CubeSmart COM 229663109 89,002 3,702,262 SH   SOLE   3,515,714 0 186,548
Deere & Co. COM 244199105 42,124 340,833 SH   SOLE   340,080 0 753
Delphi Automotive PLC COM G27823106 507 5,784 SH   SOLE   5,784 0 0
ETF Ser Solutions DMND Hill Val 26922A875 13,728 481,011 SH   SOLE   481,011 0 0
Discover Financial Services COM 254709108 221,391 3,559,909 SH   SOLE   3,292,410 0 267,499
Dolby Laboratories, Inc. COM 25659T107 423 8,645 SH   SOLE   7,005 0 1,640
Dollar General Corp. COM 256677105 100,495 1,394,028 SH   SOLE   1,392,447 0 1,581
Dover Corp. COM 260003108 25,776 321,314 SH   SOLE   301,448 0 19,866
DST Systems, Inc. COM 233326107 52,875 856,976 SH   SOLE   853,156 0 3,820
Eastman Chemical Co. COM 277432100 95,370 1,135,497 SH   SOLE   973,326 0 162,171
Edgewell Personal Care Co. COM 28035Q102 55,819 734,273 SH   SOLE   700,691 0 33,582
Endo International PLC COM G30401106 5,454 488,244 SH   SOLE   488,244 0 0
Enstar Group Ltd. COM G3075P101 65,387 329,159 SH   SOLE   320,987 0 8,172
Exxon Mobil Corp. COM 30231G102 306 3,785 SH   SOLE   3,785 0 0
Facebook, Inc. COM 30303M102 516 3,420 SH   SOLE   3,420 0 0
Fastenal Co. COM 311900104 22,583 518,788 SH   SOLE   517,633 0 1,155
First Horizon National Corp. COM 320517105 59,255 3,401,576 SH   SOLE   3,241,451 0 160,125
First of Long Island Corp. COM 320734106 13,460 470,637 SH   SOLE   402,352 0 68,285
First Republic Bank COM 33616C100 160,258 1,600,977 SH   SOLE   1,426,869 0 174,108
Flowers Foods, Inc. COM 343498101 66,304 3,830,364 SH   SOLE   3,651,616 0 178,748
Ford Motor Co. COM 345370860 174,225 15,569,701 SH   SOLE   13,587,448 0 1,982,253
Fortinet, Inc. COM 34959E109 12,752 340,589 SH   SOLE   338,875 0 1,714
Fortis, Inc. COM 349553107 27,813 791,271 SH   SOLE   755,768 0 35,503
Fortress Investment Group LLC COM 34958B106 30,482 3,815,028 SH   SOLE   3,802,343 0 12,685
Franklin Resources, Inc. COM 354613101 169,355 3,781,083 SH   SOLE   3,412,076 0 369,007
General Electric Co. COM 369604103 282 10,448 SH   SOLE   10,448 0 0
GlaxoSmithKline PLC COM 37733W105 8,195 190,052 SH   SOLE   190,052 0 0
Goodyear Tire & Rubber Co. COM 382550101 228,238 6,528,543 SH   SOLE   5,974,039 0 554,504
Hanesbrands, Inc. COM 410345102 234,238 10,113,900 SH   SOLE   9,299,534 0 814,366
Hartford Financial Services Gr COM 416515104 323,895 6,161,222 SH   SOLE   5,509,895 0 651,327
Hillenbrand, Inc. COM 431571108 6,374 176,564 SH   SOLE   175,439 0 1,125
Honeywell International, Inc. COM 438516106 120,220 901,945 SH   SOLE   785,379 0 116,566
Horizon Global Corp. COM 44052W104 2,348 163,519 SH   SOLE   162,659 0 860
Hub Group, Inc. COM 443320106 128,352 3,346,867 SH   SOLE   3,215,390 0 131,477
Huntington Bancshares, Inc. COM 446150104 184 13,599 SH   SOLE   13,599 0 0
Hyster-Yale Materials Handling COM 449172105 14,170 201,702 SH   SOLE   200,812 0 890
Illinois Tool Works, Inc. COM 452308109 138,110 964,119 SH   SOLE   835,309 0 128,810
Integer Holdings Corp. COM 45826H109 13,063 302,046 SH   SOLE   300,821 0 1,225
iStar, Inc. COM 45031U101 88,258 7,330,380 SH   SOLE   7,097,614 0 232,766
Johnson & Johnson COM 478160104 289 2,184 SH   SOLE   2,184 0 0
Johnson Controls International COM G51502105 48,581 1,120,419 SH   SOLE   1,120,419 0 0
Jones Lang Lasalle, Inc. COM 48020Q107 67,052 536,415 SH   SOLE   509,581 0 26,834
JPMorgan Chase & Co. COM 46625H100 426,689 4,668,366 SH   SOLE   4,181,046 0 487,320
Juniper Networks, Inc. COM 48203R104 317,222 11,378,124 SH   SOLE   10,330,046 0 1,048,078
Keysight Technologies, Inc. COM 49338L103 36,962 949,441 SH   SOLE   892,311 0 57,130
Kimberly-Clark Corp. COM 494368103 265,239 2,054,367 SH   SOLE   1,838,590 0 215,777
Kirby Corp. COM 497266106 118,817 1,777,366 SH   SOLE   1,712,631 0 64,735
Liberty Global PLC (Cl A) COM G5480U104 13,849 431,153 SH   SOLE   426,476 0 4,677
Lifepoint Health, Inc. COM 53219L109 108,731 1,619,226 SH   SOLE   1,542,741 0 76,485
Live Nation Entertainment, Inc COM 538034109 48,875 1,402,432 SH   SOLE   1,396,042 0 6,390
Loews Corp. COM 540424108 216,614 4,627,523 SH   SOLE   4,265,190 0 362,333
Marsh & McLennan Cos., Inc. COM 571748102 228,747 2,934,162 SH   SOLE   2,528,764 0 405,398
McKesson Corp. COM 58155Q103 3,946 23,983 SH   SOLE   23,983 0 0
Medtronic PLC COM G5960L103 237,823 2,679,692 SH   SOLE   2,408,326 0 271,366
MetLife, Inc. COM 59156R108 386,438 7,033,812 SH   SOLE   6,494,684 0 539,128
Microsoft Corp. COM 594918104 373,757 5,422,264 SH   SOLE   4,894,036 0 528,228
Mid-America Apartment Communit COM 59522J103 57,077 541,626 SH   SOLE   515,552 0 26,074
Molson Coors Brewing Co. (Cl B COM 60871R209 226,868 2,627,608 SH   SOLE   2,407,799 0 219,809
Morgan Stanley COM 617446448 363,682 8,161,624 SH   SOLE   7,256,862 0 904,762
Nationstar Mortgage Holdings, COM 63861C109 120,914 6,758,729 SH   SOLE   6,490,839 0 267,890
Natus Medical, Inc. COM 639050103 20,334 545,149 SH   SOLE   542,674 0 2,475
Navigators Group, Inc. COM 638904102 83,828 1,526,917 SH   SOLE   1,475,307 0 51,610
Newell Brands, Inc. COM 651229106 94,788 1,767,764 SH   SOLE   1,701,881 0 65,883
Noble Energy, Inc. COM 655044105 4,363 154,170 SH   SOLE   153,266 0 904
NVR, Inc. COM 62944T105 96,147 39,885 SH   SOLE   37,753 0 2,132
Orthofix International N.V. COM N6748L102 45,529 979,541 SH   SOLE   922,510 0 57,031
Parker Hannifin Corp. COM 701094104 263,445 1,648,387 SH   SOLE   1,480,582 0 167,805
PepsiCo, Inc. COM 713448108 200,471 1,735,826 SH   SOLE   1,526,686 0 209,140
Pfizer, Inc. COM 717081103 380,633 11,331,723 SH   SOLE   10,226,163 0 1,105,560
Philip Morris International, I COM 718172109 166,258 1,415,560 SH   SOLE   1,217,555 0 198,005
PNC Financial Services Group, COM 693475105 195,568 1,566,171 SH   SOLE   1,354,703 0 211,468
Popular, Inc. COM 733174700 175,060 4,197,066 SH   SOLE   4,130,145 0 66,921
Post Holdings, Inc. COM 737446104 104,038 1,339,839 SH   SOLE   1,276,404 0 63,435
Praxair, Inc. COM 74005P104 140,040 1,056,504 SH   SOLE   917,601 0 138,903
Proassurance Corp. COM 74267C106 21,028 345,854 SH   SOLE   344,354 0 1,500
Procter & Gamble Co. COM 742718109 281,181 3,226,403 SH   SOLE   2,849,815 0 376,588
Public Storage COM 74460D109 348 1,668 SH   SOLE   1,668 0 0
Red Rock Resorts, Inc. COM 75700L108 108,183 4,593,762 SH   SOLE   4,411,144 0 182,618
Reinsurance Group of America COM 759351604 60,749 473,157 SH   SOLE   448,013 0 25,144
Sensata Technologies Holding N COM N7902X106 1,319 30,872 SH   SOLE   30,872 0 0
SPX Flow, Inc. COM 78469X107 51,770 1,403,753 SH   SOLE   1,345,420 0 58,333
Staples, Inc. COM 855030102 52,676 5,230,965 SH   SOLE   4,908,917 0 322,048
State Bank Financial Corp. COM 856190103 10,861 400,481 SH   SOLE   398,911 0 1,570
State Street Corp. COM 857477103 1,021 11,379 SH   SOLE   11,379 0 0
Sterling Bancorp COM 85917A100 15,683 674,525 SH   SOLE   671,467 0 3,058
Stryker Corp. COM 863667101 111,370 802,494 SH   SOLE   690,148 0 112,346
SVB Financial Group COM 78486Q101 42,500 241,768 SH   SOLE   227,904 0 13,864
Tanger Factory Outlet Centers, COM 875465106 12,883 495,869 SH   SOLE   493,569 0 2,300
Tegna, Inc. COM 87901J105 160,243 11,120,237 SH   SOLE   10,367,522 0 752,715
Tenneco, Inc. COM 880349105 30,834 533,183 SH   SOLE   530,865 0 2,318
Thermo Fisher Scientific, Inc. COM 883556102 124,692 714,693 SH   SOLE   624,671 0 90,022
Tivo Corp. COM 88870P106 8,693 466,090 SH   SOLE   463,505 0 2,585
TJX Cos., Inc. COM 872540109 311,309 4,313,558 SH   SOLE   3,901,124 0 412,434
Toro Co. COM 891092108 15,596 225,076 SH   SOLE   223,941 0 1,135
Treehouse Foods, Inc. COM 89469A104 32,003 391,756 SH   SOLE   367,981 0 23,775
TriMas Corp. COM 896215209 8,968 430,141 SH   SOLE   427,991 0 2,150
Trinity Industries, Inc. COM 896522109 40,631 1,449,551 SH   SOLE   1,443,831 0 5,720
Twenty-First Century Fox, Inc. COM 90130A200 194,245 6,969,671 SH   SOLE   6,539,096 0 430,575
U.S. Bancorp COM 902973304 242 4,653 SH   SOLE   4,653 0 0
UGI Corp. COM 902681105 102,790 2,123,315 SH   SOLE   2,026,742 0 96,573
United Continental Holdings, I COM 910047109 149,051 1,980,743 SH   SOLE   1,978,709 0 2,034
United Technologies Corp. COM 913017109 429,537 3,517,626 SH   SOLE   3,192,831 0 324,795
V.F. Corp. COM 918204108 206,440 3,584,032 SH   SOLE   3,241,856 0 342,176
Vail Resorts, Inc. COM 91879Q109 73,218 360,980 SH   SOLE   359,304 0 1,676
Valeant Pharmaceuticals Intern COM 91911K102 597 34,500 SH   SOLE   34,500 0 0
Validus Holdings Ltd COM G9319H102 92,684 1,783,406 SH   SOLE   1,698,166 0 85,240
Vantiv, Inc. COM 92210H105 279,005 4,404,876 SH   SOLE   4,037,985 0 366,891
Verisk Analytics, Inc. COM 92345Y106 53,513 634,263 SH   SOLE   557,239 0 77,024
Visa, Inc. COM 92826C839 211 2,253 SH   SOLE   2,253 0 0
Walt Disney Co. COM 254687106 251,498 2,367,039 SH   SOLE   2,139,292 0 227,747
Wells Fargo & Co. COM 949746101 24,077 434,532 SH   SOLE   434,532 0 0
WGL Holdings, Inc. COM 92924F106 203 2,435 SH   SOLE   1,960 0 475
Whirlpool Corp. COM 963320106 328,691 1,715,328 SH   SOLE   1,559,483 0 155,845
Willis Towers Watson PLC COM G96629103 157,865 1,085,280 SH   SOLE   1,029,918 0 55,362
WNS Holdings ADR COM 92932M101 10,644 309,766 SH   SOLE   308,248 0 1,518
Worthington Industries COM 981811102 698 13,902 SH   SOLE   13,902 0 0
XL Group Ltd. COM G98294104 62,494 1,426,812 SH   SOLE   1,339,949 0 86,863