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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100   584,721,824 5,144,482 SH   SOLE   4,480,267 0 664,215
AbbVie, Inc. COM 00287Y109   244,556,112 1,342,977 SH   SOLE   1,162,142 0 180,835
Alaska Air Group, Inc. COM 011659109   49,948,103 1,161,854 SH   SOLE   1,161,243 0 611
Allegiant Travel Co. COM 01748X102   69,798,415 928,047 SH   SOLE   927,233 0 814
Allient, Inc. COM 019330109   6,601,157 185,010 SH   SOLE   185,010 0 0
Allstate Corp. COM 020002101   670,587,798 3,876,006 SH   SOLE   3,413,691 0 462,315
Alphabet, Inc. (Cl A) COM 02079K305   336,280,190 2,228,054 SH   SOLE   1,988,014 0 240,040
Amazon.com, Inc. COM 023135106   468,618,041 2,597,949 SH   SOLE   2,257,373 0 340,576
American International Group, COM 026874784   1,073,049,830 13,727,131 SH   SOLE   12,171,670 0 1,555,461
Archer-Daniels-Midland Co. COM 039483102   16,925,536 269,472 SH   SOLE   269,472 0 0
Arrow Electronics, Inc. COM 042735100   39,612,430 305,982 SH   SOLE   305,680 0 302
Ashland, Inc. COM 044186104   187,921,958 1,929,978 SH   SOLE   1,927,175 0 2,803
AstroNova, Inc. COM 04638F108   980,100 55,000 SH   SOLE   55,000 0 0
Aurinia Pharmaceuticals, Inc. COM 05156V102   351,196 70,099 SH   SOLE   70,099 0 0
Bank of America Corp. COM 060505104   687,698,729 18,135,515 SH   SOLE   15,865,993 0 2,269,522
Bank of Marin Bancorp COM 063425102   436,020 26,000 SH   SOLE   26,000 0 0
Bank OZK COM 06417N103   48,348,119 1,063,531 SH   SOLE   1,062,731 0 800
BankUnited, Inc. COM 06652K103   10,710,784 382,528 SH   SOLE   381,985 0 543
Becton, Dickinson and Co. COM 075887109   349,434,290 1,412,141 SH   SOLE   1,229,980 0 182,161
Berkshire Hathaway, Inc. (Cl B COM 084670702   290,054,932 689,753 SH   SOLE   593,539 0 96,214
BOK Financial Corp. COM 05561Q201   69,580,520 756,310 SH   SOLE   755,593 0 717
Boston Scientific Corp. COM 101137107   36,485,308 532,710 SH   SOLE   532,441 0 269
Broadridge Financial Solutions COM 11133T103   10,042,647 49,022 SH   SOLE   48,962 0 60
Brown & Brown, Inc. COM 115236101   13,197,705 150,762 SH   SOLE   150,588 0 174
Cal-Maine Foods, Inc. COM 128030202   53,181,333 903,676 SH   SOLE   902,598 0 1,078
CarMax, Inc. COM 143130102   587,078,193 6,739,504 SH   SOLE   5,900,368 0 839,136
Caterpillar, Inc. COM 149123101   478,564,909 1,306,020 SH   SOLE   1,128,109 0 177,911
Centrus Energy Corp. (Cl A) COM 15643U104   4,553,474 109,643 SH   SOLE   109,643 0 0
Century Communities, Inc. COM 156504300   1,636,158 16,955 SH   SOLE   16,955 0 0
Check Point Software Technolog COM M22465104   9,071,229 55,309 SH   SOLE   55,309 0 0
Chevron Corp. COM 166764100   393,310,967 2,493,413 SH   SOLE   2,194,741 0 298,672
Ciena Corp. COM 171779309   98,140,893 1,984,649 SH   SOLE   1,983,493 0 1,156
Cimpress PLC COM G2143T103   32,403,422 366,099 SH   SOLE   364,065 0 2,034
Citigroup, Inc. COM 172967424   70,822,223 1,119,896 SH   SOLE   1,119,896 0 0
Civitas Resources, Inc. COM 17888H103   59,217,315 780,099 SH   SOLE   780,099 0 0
Coherent Corp. COM 19247G107   10,306,552 170,019 SH   SOLE   169,169 0 850
Comcast Corp. (Cl A) COM 20030N101   15,744,893 363,204 SH   SOLE   363,204 0 0
Concrete Pumping Holdings, Inc COM 206704108   8,167,004 1,033,798 SH   SOLE   1,033,798 0 0
ConocoPhillips COM 20825C104   712,732,234 5,599,719 SH   SOLE   4,823,712 0 776,007
Constellation Brands, Inc. (Cl COM 21036P108   26,749,065 98,429 SH   SOLE   98,429 0 0
Core Molding Technologies, Inc COM 218683100   2,522,271 133,242 SH   SOLE   133,242 0 0
Coterra Energy, Inc. COM 127097103   117,453,896 4,212,837 SH   SOLE   4,212,837 0 0
Credicorp Ltd. COM G2519Y108   1,917,270 11,316 SH   SOLE   11,316 0 0
Crown Crafts, Inc. COM 228309100   397,800 78,000 SH   SOLE   78,000 0 0
CubeSmart COM 229663109   116,073,952 2,566,872 SH   SOLE   2,564,561 0 2,311
CVS Health Corp. COM 126650100   14,791,412 185,449 SH   SOLE   185,449 0 0
Deere & Co. COM 244199105   327,934,405 798,399 SH   SOLE   693,068 0 105,331
Diamondback Energy, Inc. COM 25278X109   326,481,508 1,647,482 SH   SOLE   1,433,993 0 213,489
Dominion Energy, Inc. COM 25746U109   282,948,800 5,752,161 SH   SOLE   4,999,680 0 752,481
Douglas Dynamics, Inc. COM 25960R105   3,472,291 143,959 SH   SOLE   143,959 0 0
Douglas Emmett, Inc. COM 25960P109   27,782,498 2,003,064 SH   SOLE   2,000,971 0 2,093
Ducommun, Inc. COM 264147109   3,391,956 66,120 SH   SOLE   66,120 0 0
Eastern Co. COM 276317104   681,800 20,000 SH   SOLE   20,000 0 0
Energy Recovery, Inc. COM 29270J100   33,655,943 2,131,472 SH   SOLE   2,129,178 0 2,294
Enovis Corp. COM 194014502   151,998,179 2,433,918 SH   SOLE   2,430,399 0 3,519
Enstar Group Ltd. COM G3075P101   35,474,497 114,154 SH   SOLE   114,030 0 124
Envista Holdings Corp. COM 29415F104   26,049,991 1,218,428 SH   SOLE   1,217,205 0 1,223
ESAB Corp. COM 29605J106   52,077,917 470,995 SH   SOLE   470,691 0 304
Extra Space Storage, Inc. COM 30225T102   406,712,250 2,766,750 SH   SOLE   2,427,025 0 339,725
Ferguson PLC COM G3421J106   342,004,151 1,565,738 SH   SOLE   1,367,445 0 198,293
Fidelity National Information COM 31620M106   55,578,104 749,233 SH   SOLE   749,233 0 0
First Advantage Corp. COM 31846B108   49,549,943 3,054,867 SH   SOLE   3,051,942 0 2,925
First Horizon Corp. COM 320517105   16,254,993 1,055,519 SH   SOLE   1,054,329 0 1,190
First Western Financial, Inc. COM 33751L105   2,454,601 168,354 SH   SOLE   168,354 0 0
Fortune Brands Innovations, In COM 34964C106   22,863,948 270,036 SH   SOLE   269,805 0 231
Freeport-McMoRan, Inc. COM 35671D857   398,966,675 8,485,042 SH   SOLE   7,504,332 0 980,710
FTAI Aviation Ltd. COM G3730V105   9,838,452 146,188 SH   SOLE   146,188 0 0
Gates Industrial Corp. PLC COM G39108108   79,190,814 4,471,531 SH   SOLE   4,466,671 0 4,860
Generac Holdings, Inc. COM 368736104   2,294,613 18,191 SH   SOLE   18,175 0 16
General Motors Co. COM 37045V100   501,945,636 11,068,261 SH   SOLE   9,503,127 0 1,565,134
GoDaddy, Inc. (Cl A) COM 380237107   28,413,772 239,415 SH   SOLE   239,197 0 218
Graham Corp. COM 384556106   5,005,662 183,492 SH   SOLE   183,492 0 0
Green Brick Partners, Inc. COM 392709101   986,808 16,384 SH   SOLE   16,384 0 0
Hartford Financial Services Gr COM 416515104   332,251,543 3,224,178 SH   SOLE   2,845,370 0 378,808
Haynes International, Inc. COM 420877201   5,971,900 99,333 SH   SOLE   99,333 0 0
HCA Healthcare, Inc. COM 40412C101   543,873,696 1,630,659 SH   SOLE   1,425,516 0 205,143
Home Depot, Inc. COM 437076102   391,686,672 1,021,081 SH   SOLE   878,679 0 142,402
Honeywell International, Inc. COM 438516106   233,421,384 1,137,254 SH   SOLE   981,745 0 155,509
Humana, Inc. COM 444859102   298,872,293 861,999 SH   SOLE   770,391 0 91,608
ICON PLC COM G4705A100   2,264,639 6,741 SH   SOLE   6,741 0 0
Insperity, Inc. COM 45778Q107   44,694,902 407,763 SH   SOLE   407,379 0 384
Johnson Controls International COM G51502105   37,569,190 575,156 SH   SOLE   575,156 0 0
Johnson Outdoors, Inc. (Cl A) COM 479167108   1,710,497 37,096 SH   SOLE   37,096 0 0
Jones Lang LaSalle, Inc. COM 48020Q107   38,580,998 197,760 SH   SOLE   197,571 0 189
KeyCorp COM 493267108   285,875,092 18,081,916 SH   SOLE   15,680,841 0 2,401,075
Kirby Corp. COM 497266106   14,365,010 150,703 SH   SOLE   150,703 0 0
KKR & Co, Inc. COM 48251W104   265,470,047 2,639,392 SH   SOLE   2,323,693 0 315,699
L3Harris Technologies, Inc. COM 502431109   310,581,103 1,457,443 SH   SOLE   1,293,584 0 163,859
Laboratory Corp. of America Ho COM 50540R409   339,583,618 1,554,443 SH   SOLE   1,371,096 0 183,347
Lancaster Colony Corp. COM 513847103   102,655,179 494,414 SH   SOLE   494,018 0 396
Lear Corp. COM 521865204   364,487,365 2,515,788 SH   SOLE   2,249,009 0 266,779
Liberty Media Corp. Series C L COM 531229755   41,227,829 628,473 SH   SOLE   627,910 0 563
Live Oak Bancshares, Inc. COM 53803X105   74,201,948 1,787,568 SH   SOLE   1,785,628 0 1,940
Loews Corp. COM 540424108   24,781,682 316,537 SH   SOLE   316,537 0 0
Mama's Creations, Inc. COM 56146T103   1,963,600 392,720 SH   SOLE   392,720 0 0
Marsh & McLennan Cos., Inc. COM 571748102   171,428,503 832,258 SH   SOLE   721,502 0 110,756
Martin Marietta Materials, Inc COM 573284106   252,405,469 411,124 SH   SOLE   351,383 0 59,741
Medtronic PLC COM G5960L103   344,099,487 3,948,359 SH   SOLE   3,446,721 0 501,638
Meta Platforms, Inc. (Cl A) COM 30303M102   76,723,582 158,004 SH   SOLE   158,004 0 0
Microsoft Corp. COM 594918104   72,585,559 172,527 SH   SOLE   172,527 0 0
Mid-America Apartment Communit COM 59522J103   73,626,642 559,558 SH   SOLE   559,072 0 486
Miller Industries, Inc. COM 600551204   3,710,907 74,070 SH   SOLE   74,070 0 0
Morgan Stanley COM 617446448   19,044,048 202,252 SH   SOLE   202,252 0 0
Mr. Cooper Group, Inc. COM 62482R107   170,517,964 2,187,530 SH   SOLE   2,182,647 0 4,883
Nasdaq, Inc. COM 631103108   294,869,644 4,673,053 SH   SOLE   4,029,367 0 643,686
Northern Technologies Internat COM 665809109   605,129 44,991 SH   SOLE   44,991 0 0
NVR, Inc. COM 62944T105   492,307,469 60,779 SH   SOLE   53,832 0 6,947
NXP Semiconductors NV COM N6596X109   9,846,875 39,742 SH   SOLE   39,742 0 0
Oil-Dri Corp. of America COM 677864100   7,960,249 106,763 SH   SOLE   106,763 0 0
Ondas Holdings, Inc. COM 68236H204   248,371 256,000 SH   SOLE   256,000 0 0
Orion S.A. COM L72967109   1,432,768 60,917 SH   SOLE   60,917 0 0
Parker-Hannifin Corp. COM 701094104   478,167,813 860,339 SH   SOLE   759,625 0 100,714
PepsiCo, Inc. COM 713448108   546,591,407 3,123,201 SH   SOLE   2,695,539 0 427,662
Perrigo Co. PLC COM G97822103   34,085,218 1,058,876 SH   SOLE   1,058,140 0 736
Pfizer, Inc. COM 717081103   446,941,833 16,106,012 SH   SOLE   14,237,978 0 1,868,034
Post Holdings, Inc. COM 737446104   162,608,081 1,529,997 SH   SOLE   1,528,652 0 1,345
Progress Software Corp. COM 743312100   17,584,943 329,862 SH   SOLE   329,527 0 335
Pure Cycle Corp. COM 746228303   433,039 45,583 SH   SOLE   45,583 0 0
Rayonier, Inc. COM 754907103   61,912,924 1,862,603 SH   SOLE   1,860,647 0 1,956
Red Rock Resorts, Inc. (Cl A) COM 75700L108   264,745,075 4,425,695 SH   SOLE   4,421,982 0 3,713
Regal Rexnord Corp. COM 758750103   535,277,011 2,972,110 SH   SOLE   2,685,109 0 287,001
RenaissanceRe Holdings Ltd. COM G7496G103   45,026,342 191,577 SH   SOLE   191,316 0 261
Rimini Street, Inc. (Cl A) COM 76674Q107   6,399,752 1,963,114 SH   SOLE   1,963,114 0 0
Rocky Brands, Inc. COM 774515100   3,242,415 119,514 SH   SOLE   119,514 0 0
Ryman Hospitality Properties, COM 78377T107   76,808,972 664,380 SH   SOLE   663,836 0 544
Sanmina Corp. COM 801056102   24,336,630 391,390 SH   SOLE   390,916 0 474
SBA Communications Corp. (Cl A COM 78410G104   377,207,090 1,740,688 SH   SOLE   1,515,974 0 224,714
Seaboard Corp. COM 811543107   1,276,672 396 SH   SOLE   396 0 0
Sensata Technologies Holding P COM G8060N102   53,797,574 1,464,278 SH   SOLE   1,463,472 0 806
Silvercrest Asset Management G COM 828359109   1,508,653 95,424 SH   SOLE   95,424 0 0
Spotify Technology SA COM L8681T102   3,778,256 14,317 SH   SOLE   14,317 0 0
SS&C Technologies Holdings, In COM 78467J100   498,587,040 7,745,643 SH   SOLE   6,943,434 0 802,209
Stifel Financial Corp. COM 860630102   30,154,781 385,759 SH   SOLE   385,346 0 413
Stryker Corp. COM 863667101   265,272,211 741,253 SH   SOLE   637,942 0 103,311
SunOpta, Inc. COM 8676EP108   17,379,616 2,529,784 SH   SOLE   2,516,763 0 13,021
Sysco Corp. COM 871829107   325,914,320 4,014,712 SH   SOLE   3,458,870 0 555,842
Target Corp. COM 87612E106   500,108,417 2,822,123 SH   SOLE   2,498,152 0 323,971
Taseko Mines Ltd. COM 876511106   7,979,070 3,676,991 SH   SOLE   3,676,991 0 0
Texas Instruments, Inc. COM 882508104   507,602,994 2,913,742 SH   SOLE   2,549,162 0 364,580
TJX Cos., Inc. COM 872540109   13,632,471 134,416 SH   SOLE   134,416 0 0
Transcat, Inc. COM 893529107   668,580 6,000 SH   SOLE   6,000 0 0
Triumph Financial, Inc. COM 89679E300   9,309,154 117,362 SH   SOLE   117,362 0 0
Truist Financial Corp. COM 89832Q109   32,540,738 834,806 SH   SOLE   834,806 0 0
UDR, Inc. COM 902653104   57,212,722 1,529,343 SH   SOLE   1,527,972 0 1,371
UFP Technologies, Inc. COM 902673102   8,694,595 34,475 SH   SOLE   34,475 0 0
UGI Corp. COM 902681105   43,840,710 1,786,500 SH   SOLE   1,786,500 0 0
Union Pacific Corp. COM 907818108   426,968,418 1,736,138 SH   SOLE   1,505,329 0 230,809
uniQure N.V. COM N90064101   398,476 76,630 SH   SOLE   76,630 0 0
United States Lime & Minerals, COM 911922102   7,985,084 26,783 SH   SOLE   26,783 0 0
Vail Resorts, Inc. COM 91879Q109   23,475,141 105,350 SH   SOLE   105,263 0 87
Verizon Communications, Inc. COM 92343V104   24,574,000 585,653 SH   SOLE   585,653 0 0
Visa, Inc. (Cl A) COM 92826C839   308,633,177 1,105,895 SH   SOLE   962,690 0 143,205
Walt Disney Co. COM 254687106   32,065,417 262,058 SH   SOLE   262,058 0 0
Waste Management, Inc. COM 94106L109   303,516,221 1,423,956 SH   SOLE   1,221,657 0 202,299
Webster Financial Corp. COM 947890109   107,851,016 2,124,306 SH   SOLE   2,121,007 0 3,299
Wells Fargo & Co. COM 949746101   393,305,895 6,785,816 SH   SOLE   5,909,267 0 876,549
WESCO International, Inc. COM 95082P105   239,351,125 1,397,426 SH   SOLE   1,395,315 0 2,111
Willis Towers Watson PLC COM G96629103   18,857,575 68,573 SH   SOLE   68,573 0 0
WNS (Holdings) Ltd. COM G98196101   80,289,189 1,588,941 SH   SOLE   1,588,071 0 870
Wolverine World Wide, Inc. COM 978097103   13,562,026 1,209,815 SH   SOLE   1,208,178 0 1,637
HDFC Bank Ltd. ADR ADS 40415F101   3,100,122 55,389 SH   SOLE   55,389 0 0
Novartis AG ADR ADR 66987V109   2,276,444 23,534 SH   SOLE   23,534 0 0
Taiwan Semiconductor Manufactu ADS 874039100   32,124,398 236,122 SH   SOLE   236,122 0 0