Wedge Capital Management L L P 13F-HR Quarterly holdings report by institutional manager

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
3M Co	COM	88579Y101	11,475,846	122,579	SH		SOLE		84,359	0	38,220
A10 Networks Inc	COM	002121101	833,759	55,473	SH		SOLE		13,131	0	42,342
Abbott Laboratories	COM	002824100	330,549	3,413	SH		SOLE		3,413	0	0
AbbVie Inc	COM	00287Y109	31,916,727	214,120	SH		SOLE		147,772	0	66,348
ABM Industries Inc	COM	000957100	3,705,566	92,616	SH		SOLE		92,616	0	0
Accenture plc	COM	G1151C101	5,285,056	17,209	SH		SOLE		17,209	0	0
Acco Brands Corp	COM	00081T108	437,049	76,141	SH		SOLE		18,095	0	58,046
ACI Worldwide Inc	COM	004498101	2,132,822	94,540	SH		SOLE		94,540	0	0
Activision Blizzard Inc	COM	00507V109	202,896	2,167	SH		SOLE		2,167	0	0
Acuity Brands Inc	COM	00508Y102	13,038,252	76,556	SH		SOLE		52,765	0	23,791
Adobe Inc	COM	00724F101	415,059	814	SH		SOLE		814	0	0
Adtalem Global Education Inc	COM	00737L103	10,896,626	254,297	SH		SOLE		243,513	0	10,784
Advansix Inc	COM	00773T101	404,941	13,029	SH		SOLE		3,004	0	10,025
AECOM	COM	00766T100	3,261,147	39,272	SH		SOLE		9,930	0	29,342
AerCap Holdings NV	COM	N00985106	2,924,496	46,665	SH		SOLE		46,665	0	0
Affiliated Managers Group	COM	008252108	782,170	6,001	SH		SOLE		1,602	0	4,399
AGCO Corp	COM	001084102	11,673,171	98,691	SH		SOLE		68,700	0	29,991
Air Lease Corp Cl A	COM	00912X302	4,432,994	112,484	SH		SOLE		112,484	0	0
Alaska Air Group Inc	COM	011659109	2,839,920	76,589	SH		SOLE		76,589	0	0
Alight Inc Cl A	COM	01626W101	4,772,031	673,065	SH		SOLE		673,065	0	0
Allete Inc	COM	018522300	905,098	17,142	SH		SOLE		4,074	0	13,068
Alliant Energy Corp	COM	018802108	5,688,854	117,417	SH		SOLE		117,417	0	0
Allison Transmission Holdings	COM	01973R101	18,188,295	307,963	SH		SOLE		238,946	0	69,017
Ally Financial Inc	COM	02005N100	45,217,584	1,694,812	SH		SOLE		1,307,672	0	387,140
Alpha & Omega Semiconductor Lt	COM	G6331P104	1,046,190	35,060	SH		SOLE		8,344	0	26,716
Alpha Metallurgical Resource I	COM	020764106	1,018,661	3,922	SH		SOLE		891	0	3,031
Alphabet Inc Cap Stock Cl A	COM	02079K305	9,186,241	70,199	SH		SOLE		70,199	0	0
Amazon.com Inc	COM	023135106	1,857,605	14,613	SH		SOLE		14,613	0	0
Amcor PLC	COM	G0250X107	5,567,622	607,819	SH		SOLE		417,045	0	190,774
Amdocs Ltd	COM	G02602103	70,969,488	839,975	SH		SOLE		573,598	0	266,377
American Tower Corp	COM	03027X100	12,381,276	75,289	SH		SOLE		75,289	0	0
Ameriprise Financial Inc	COM	03076C106	34,636,840	105,062	SH		SOLE		72,480	0	32,582
Amgen Inc	COM	031162100	32,697,879	121,662	SH		SOLE		83,605	0	38,057
Amicus Therapeutics Inc	COM	03152W109	2,734,602	224,885	SH		SOLE		224,885	0	0
AMN Healthcare Services Inc	COM	001744101	7,431,188	87,241	SH		SOLE		72,110	0	15,131
Andersons Inc	COM	034164103	568,567	11,038	SH		SOLE		2,623	0	8,415
ANI Pharmaceuticals Inc	COM	00182C103	3,691,048	63,573	SH		SOLE		63,573	0	0
APA Corporation	COM	03743Q108	13,626,828	331,553	SH		SOLE		331,553	0	0
Apogee Enterprises Inc	COM	037598109	384,079	8,158	SH		SOLE		2,009	0	6,149
Apple Inc	COM	037833100	71,969,322	420,357	SH		SOLE		295,354	0	125,003
Applied Industrial Technologie	COM	03820C105	2,052,139	13,273	SH		SOLE		3,169	0	10,104
Applied Materials Inc	COM	038222105	67,992,241	491,096	SH		SOLE		340,801	0	150,295
ArcBest Corp	COM	03937C105	1,672,651	16,455	SH		SOLE		3,908	0	12,547
Arch Capital Group Ltd	COM	G0450A105	12,722,433	159,609	SH		SOLE		159,609	0	0
Arch Resources Inc	COM	03940R107	5,861,318	34,345	SH		SOLE		34,345	0	0
Archer-Daniels-Midland Co	COM	039483102	5,565,393	73,792	SH		SOLE		51,578	0	22,214
Ardmore Shipping Corp	COM	Y0207T100	951,512	73,137	SH		SOLE		17,616	0	55,521
Arista Networks Inc	COM	040413106	70,883,495	385,383	SH		SOLE		265,947	0	119,436
Assurant Inc	COM	04621X108	6,791,047	47,298	SH		SOLE		47,298	0	0
AT&T Inc	COM	00206R102	168,810	11,239	SH		SOLE		11,239	0	0
Ati Inc Com	COM	01741R102	3,248,875	78,952	SH		SOLE		78,952	0	0
Atkore Intl Group Inc	COM	047649108	15,871,131	106,382	SH		SOLE		80,180	0	26,202
Autoliv Inc	COM	052800109	12,622,382	130,829	SH		SOLE		90,057	0	40,772
AutoNation Inc	COM	05329W102	35,320,257	233,291	SH		SOLE		156,254	0	77,037
AutoZone Inc	COM	053332102	34,198,425	13,464	SH		SOLE		9,339	0	4,125
AvalonBay Communities Inc	COM	053484101	3,198,658	18,625	SH		SOLE		18,625	0	0
Avantor Inc	COM	05352A100	4,552,816	215,978	SH		SOLE		215,978	0	0
Avient Corporation	COM	05368V106	4,001,226	113,285	SH		SOLE		113,285	0	0
Axalta Coating Systems Ltd	COM	G0750C108	2,452,016	91,153	SH		SOLE		22,337	0	68,816
Axis Capital Holdings Ltd	COM	G0692U109	18,859,542	334,567	SH		SOLE		320,755	0	13,812
Baker Hughes Company	COM	05722G100	16,137,284	456,888	SH		SOLE		313,911	0	142,977
Bank of America Corp	COM	060505104	311,694	11,384	SH		SOLE		11,384	0	0
Bank of NT Butterfield & Son L	COM	G0772R208	461,904	17,057	SH		SOLE		4,112	0	12,945
Bank Ozk	COM	06417N103	34,421,979	928,567	SH		SOLE		638,988	0	289,579
Beacon Roofing Supply Inc	COM	073685109	5,764,522	74,699	SH		SOLE		74,699	0	0
Beazer Homes USA Inc	COM	07556Q881	474,710	19,057	SH		SOLE		4,564	0	14,493
Belden Inc	COM	077454106	4,188,146	43,378	SH		SOLE		43,378	0	0
Berkshire Hathaway Inc	COM	084670702	13,959,455	39,850	SH		SOLE		39,850	0	0
Berry Global Group Inc	COM	08579W103	5,572,705	90,013	SH		SOLE		61,864	0	28,149
Berry Pete Corp	COM	08579X101	462,144	56,359	SH		SOLE		13,404	0	42,955
Biogen Inc	COM	09062X103	30,379,610	118,204	SH		SOLE		81,495	0	36,709
Bloomin' Brands Inc	COM	094235108	6,074,935	247,049	SH		SOLE		224,958	0	22,091
Boise Cascade Co	COM	09739D100	680,373	6,603	SH		SOLE		1,646	0	4,957
Booking Holdings Inc	COM	09857L108	222,044	72	SH		SOLE		72	0	0
Booz Allen Hamilton Holding Co	COM	099502106	70,360,374	643,913	SH		SOLE		444,701	0	199,212
BorgWarner Inc	COM	099724106	12,473,119	308,970	SH		SOLE		212,113	0	96,857
Box Inc Cl A	COM	10316T104	1,247,202	51,516	SH		SOLE		12,261	0	39,255
Boyd Gaming Corp	COM	103304101	33,305,520	547,518	SH		SOLE		382,078	0	165,440
BP p.l.c.	COM	055622104	16,854,003	435,279	SH		SOLE		299,900	0	135,379
Bristol-Myers Squibb Co	COM	110122108	258,684	4,457	SH		SOLE		4,457	0	0
Bristow Group Inc	COM	11040G103	916,708	32,542	SH		SOLE		7,482	0	25,060
Broadcom Inc	COM	11135F101	593,865	715	SH		SOLE		715	0	0
Brown & Brown Inc	COM	115236101	4,956,615	70,971	SH		SOLE		70,971	0	0
Builders FirstSource Inc	COM	12008R107	6,915,046	55,547	SH		SOLE		31,785	0	23,762
Byline Bancorp Inc	COM	124411109	387,952	19,683	SH		SOLE		4,685	0	14,998
Cabot Corp	COM	127055101	3,496,195	50,472	SH		SOLE		50,472	0	0
CACI International Inc	COM	127190304	1,696,792	5,405	SH		SOLE		1,337	0	4,068
Cadence Bank Com	COM	12740C103	8,001,298	377,064	SH		SOLE		377,064	0	0
Cadence Design Systems Inc	COM	127387108	73,463,828	313,546	SH		SOLE		215,294	0	98,252
Cal-Maine Foods Inc	COM	128030202	5,099,498	105,318	SH		SOLE		93,075	0	12,243
California Resources Corp Stoc	COM	13057Q305	944,665	16,866	SH		SOLE		4,014	0	12,852
Campbell Soup Co	COM	134429109	1,605,160	39,074	SH		SOLE		9,752	0	29,322
Cannae Holdings Inc	COM	13765N107	6,988,677	374,929	SH		SOLE		374,929	0	0
Capital Bancorp Inc MD Com	COM	139737100	1,572,123	82,181	SH		SOLE		82,181	0	0
Cardinal Health Inc	COM	14149Y108	29,847,935	343,791	SH		SOLE		235,301	0	108,490
Carlisle Cos Inc	COM	142339100	22,969,658	88,597	SH		SOLE		73,766	0	14,831
CarMax Inc	COM	143130102	11,286,598	159,573	SH		SOLE		159,573	0	0
Carter's Inc	COM	146229109	831,529	12,025	SH		SOLE		3,020	0	9,005
Caseys General Stores Inc	COM	147528103	38,834,963	143,028	SH		SOLE		95,969	0	47,059
Caterpillar Inc	COM	149123101	257,439	943	SH		SOLE		943	0	0
Cathay General Bancorp	COM	149150104	2,670,750	76,834	SH		SOLE		63,804	0	13,030
Cboe Global Markets Inc	COM	12503M108	1,316,694	8,429	SH		SOLE		2,264	0	6,165
Celanese Corp	COM	150870103	5,849,106	46,599	SH		SOLE		32,044	0	14,555
Cencora Inc Com	COM	03073E105	30,433,107	169,101	SH		SOLE		115,493	0	53,608
Centene Corp	COM	15135B101	31,465,830	456,821	SH		SOLE		312,035	0	144,786
Chesapeake Energy Corp	COM	165167735	17,551,685	203,545	SH		SOLE		131,253	0	72,292
Chevron Corp	COM	166764100	520,699	3,088	SH		SOLE		3,088	0	0
Cinemark Holdings Inc	COM	17243V102	896,159	48,837	SH		SOLE		10,530	0	38,307
Cisco Systems Inc	COM	17275R102	405,082	7,535	SH		SOLE		7,535	0	0
Citigroup Inc	COM	172967424	36,207,274	880,313	SH		SOLE		606,641	0	273,672
Civitas Resources Inc New	COM	17888H103	16,032,882	198,255	SH		SOLE		136,241	0	62,014
Clearwater Paper Corp	COM	18538R103	3,445,418	95,046	SH		SOLE		95,046	0	0
Cleveland Cliffs Inc	COM	185899101	6,011,532	384,615	SH		SOLE		265,382	0	119,233
CMS Energy Corp	COM	125896100	5,360,445	100,931	SH		SOLE		100,931	0	0
CNX Resources Corp	COM	12653C108	6,527,539	289,085	SH		SOLE		251,905	0	37,180
Cohu Inc	COM	192576106	1,163,452	33,782	SH		SOLE		8,142	0	25,640
Collegium Pharmaceutical Inc	COM	19459J104	630,628	28,216	SH		SOLE		6,705	0	21,511
Columbia Sportswear Co	COM	198516106	3,295,523	44,474	SH		SOLE		44,474	0	0
Columbus McKinnon Corporation	COM	199333105	888,669	25,456	SH		SOLE		6,058	0	19,398
Comcast Corp	COM	20030N101	386,068	8,707	SH		SOLE		8,707	0	0
Comerica Inc	COM	200340107	2,938,624	70,725	SH		SOLE		70,725	0	0
Commerce Bancshares Inc	COM	200525103	991,219	20,659	SH		SOLE		5,353	0	15,306
Commercial Metals Co	COM	201723103	5,826,625	117,924	SH		SOLE		74,421	0	43,503
Community Trust Bancorp Inc	COM	204149108	362,574	10,583	SH		SOLE		2,583	0	8,000
CommVault Systems Inc	COM	204166102	1,087,439	16,084	SH		SOLE		3,809	0	12,275
Conduent Inc	COM	206787103	3,249,005	933,622	SH		SOLE		833,864	0	99,758
ConnectOne Bancorp Inc	COM	20786W107	586,019	32,867	SH		SOLE		32,867	0	0
ConocoPhillips	COM	20825C104	16,717,611	139,546	SH		SOLE		96,447	0	43,099
Corporate Office Properties Tr	COM	22002T108	7,666,897	321,733	SH		SOLE		321,733	0	0
Costco Wholesale Corp	COM	22160K105	476,826	844	SH		SOLE		844	0	0
Cracker Barrel Old Country Sto	COM	22410J106	692,160	10,300	SH		SOLE		2,208	0	8,092
Credit Acceptance Corp	COM	225310101	807,511	1,755	SH		SOLE		438	0	1,317
Cross Country Healthcare Inc	COM	227483104	762,540	30,760	SH		SOLE		7,310	0	23,450
Crossfirst Bankshares Inc	COM	22766M109	358,074	35,488	SH		SOLE		8,053	0	27,435
CSG Systems Intl Inc	COM	126349109	857,896	16,782	SH		SOLE		3,994	0	12,788
Cummins Inc	COM	231021106	12,350,091	54,058	SH		SOLE		37,258	0	16,800
Curtiss-Wright Corp	COM	231561101	3,604,678	18,426	SH		SOLE		18,426	0	0
CVS Health Corp	COM	126650100	30,330,716	434,413	SH		SOLE		298,138	0	136,275
D.R. Horton Inc	COM	23331A109	32,290,759	300,463	SH		SOLE		207,502	0	92,961
Danaher Corp	COM	235851102	327,492	1,320	SH		SOLE		1,320	0	0
DaVita Inc	COM	23918K108	30,004,862	317,411	SH		SOLE		208,456	0	108,955
Deckers Outdoor Corp	COM	243537107	33,593,211	65,345	SH		SOLE		45,058	0	20,287
Delek US Holdings Inc Com	COM	24665A103	675,845	23,789	SH		SOLE		5,662	0	18,127
Dillard's Inc	COM	254067101	38,573,438	116,603	SH		SOLE		78,757	0	37,846
Diodes Inc	COM	254543101	6,358,604	80,652	SH		SOLE		80,652	0	0
Discover Financial Services	COM	254709108	34,507,934	398,337	SH		SOLE		275,427	0	122,910
Dollar General Corp	COM	256677105	14,097,533	133,247	SH		SOLE		133,247	0	0
Donnelley Financial Solutions	COM	25787G100	4,371,042	77,666	SH		SOLE		77,666	0	0
Douglas Dynamics Inc	COM	25960R105	4,987,637	165,263	SH		SOLE		165,263	0	0
Dover Corp	COM	260003108	28,278,119	202,696	SH		SOLE		174,885	0	27,811
Dow Inc	COM	260557103	5,222,358	101,287	SH		SOLE		70,072	0	31,215
DROPBOX INC	COM	26210C104	74,205,535	2,725,139	SH		SOLE		1,835,272	0	889,867
Dt Midstream Inc Common Stock	COM	23345M107	5,405,249	102,140	SH		SOLE		82,117	0	20,023
DXC Technology Co	COM	23355L106	1,374,676	65,995	SH		SOLE		16,519	0	49,476
E L F Beauty Inc	COM	26856L103	1,218,674	11,096	SH		SOLE		2,907	0	8,189
East West Bancorp Inc	COM	27579R104	7,055,339	133,852	SH		SOLE		133,852	0	0
Eastman Chemical Co	COM	277432100	6,484,451	84,521	SH		SOLE		51,420	0	33,101
Ecovyst Inc	COM	27923Q109	4,170,753	423,857	SH		SOLE		423,857	0	0
Edgewell Pers Care Co	COM	28035Q102	577,722	15,631	SH		SOLE		3,720	0	11,911
Edison International	COM	281020107	12,503,952	197,566	SH		SOLE		135,311	0	62,255
Element Solutions Inc	COM	28618M106	12,246,445	624,500	SH		SOLE		624,500	0	0
Elevance Health Inc	COM	036752103	28,941,932	66,469	SH		SOLE		45,900	0	20,569
EMCOR Group Inc	COM	29084Q100	15,657,224	74,420	SH		SOLE		45,091	0	29,329
Emerson Electric Co	COM	291011104	12,949,940	134,099	SH		SOLE		91,860	0	42,239
Encompass Health Corp	COM	29261A100	14,149,806	210,688	SH		SOLE		210,688	0	0
Encore Cap Group Inc	COM	292554102	361,304	7,565	SH		SOLE		1,832	0	5,733
Energizer Holdings Inc	COM	29272W109	600,045	18,728	SH		SOLE		4,451	0	14,277
EnerSys	COM	29275Y102	7,199,843	76,052	SH		SOLE		76,052	0	0
Enovis Corp	COM	194014502	7,850,337	148,878	SH		SOLE		148,878	0	0
Enstar Group Limited	COM	G3075P101	786,984	3,252	SH		SOLE		770	0	2,482
Envista Holdings Corp	COM	29415F104	2,836,511	101,740	SH		SOLE		101,740	0	0
EPR Properties	COM	26884U109	2,040,403	49,119	SH		SOLE		49,119	0	0
EQT Corp	COM	26884L109	18,212,223	448,798	SH		SOLE		327,363	0	121,435
Equinix Inc	COM	29444U700	4,162,922	5,732	SH		SOLE		5,732	0	0
Equitable Holdings Inc	COM	29452E101	1,930,577	68,002	SH		SOLE		18,062	0	49,940
Equitrans Midstream Corp	COM	294600101	1,594,324	170,152	SH		SOLE		42,218	0	127,934
Esab Corporation Com	COM	29605J106	10,276,697	146,350	SH		SOLE		146,350	0	0
Essent Group Ltd	COM	G3198U102	986,753	20,866	SH		SOLE		5,097	0	15,769
Ethan Allen Interiors Inc	COM	297602104	410,976	13,745	SH		SOLE		3,267	0	10,478
Euronet Worldwide Inc	COM	298736109	1,333,584	16,800	SH		SOLE		4,181	0	12,619
Evercore Inc Class A	COM	29977A105	6,785,075	49,210	SH		SOLE		49,210	0	0
Everest Group Ltd	COM	G3223R108	1,860,208	5,005	SH		SOLE		1,375	0	3,630
Evergy Inc	COM	30034W106	14,649,461	288,944	SH		SOLE		180,514	0	108,430
Expedia Group Inc	COM	30212P303	1,572,745	15,259	SH		SOLE		3,990	0	11,269
Extra Space Storage Inc	COM	30225T102	2,407,406	19,801	SH		SOLE		19,801	0	0
Exxon Mobil Corp	COM	30231G102	795,429	6,765	SH		SOLE		6,765	0	0
F.N.B. Corporation	COM	302520101	3,755,298	348,035	SH		SOLE		348,035	0	0
Federated Hermes Inc Cl B	COM	314211103	707,510	20,889	SH		SOLE		5,265	0	15,624
FedEx Corp	COM	31428X106	9,823,234	37,080	SH		SOLE		37,080	0	0
Fidelity Natl Financial Inc	COM	31620R303	41,514,884	1,005,203	SH		SOLE		702,170	0	303,033
First Financial Bancorp OH Com	COM	320209109	486,021	24,797	SH		SOLE		6,154	0	18,643
First Financial Corp	COM	320218100	354,464	10,484	SH		SOLE		2,492	0	7,992
First Interstate BancSystem In	COM	32055Y201	3,032,430	121,589	SH		SOLE		121,589	0	0
First Merchants Corp	COM	320817109	489,215	17,585	SH		SOLE		4,274	0	13,311
FirstEnergy Corp	COM	337932107	12,831,548	375,411	SH		SOLE		258,586	0	116,825
FleetCor Technologies Inc	COM	339041105	71,012,352	278,109	SH		SOLE		191,747	0	86,362
Forrester Research Inc	COM	346563109	718,541	24,863	SH		SOLE		5,917	0	18,946
Fortinet Inc	COM	34959E109	71,704,378	1,221,956	SH		SOLE		840,986	0	380,970
Fortive Corp	COM	34959J108	17,426,488	234,985	SH		SOLE		234,985	0	0
Franklin Resources Inc	COM	354613101	33,103,238	1,346,755	SH		SOLE		931,200	0	415,555
Gartner Inc	COM	366651107	71,605,919	208,393	SH		SOLE		142,958	0	65,435
General Electric Co New	COM	369604301	223,532	2,022	SH		SOLE		2,022	0	0
General Mills Inc	COM	370334104	28,997,708	453,160	SH		SOLE		311,454	0	141,706
General Motors Co	COM	37045V100	3,234,324	98,099	SH		SOLE		98,099	0	0
Genpact Limited	COM	G3922B107	3,724,727	102,893	SH		SOLE		102,893	0	0
Gentex Corp	COM	371901109	12,690,665	390,002	SH		SOLE		268,487	0	121,515
Genuine Parts Co	COM	372460105	11,690,882	80,973	SH		SOLE		55,776	0	25,197
German American Bancorp Inc	COM	373865104	2,517,122	92,917	SH		SOLE		92,917	0	0
Global Payments Inc	COM	37940X102	15,952,437	138,248	SH		SOLE		138,248	0	0
GoDaddy Inc	COM	380237107	4,316,488	57,955	SH		SOLE		57,955	0	0
Golden Entertainment Inc	COM	381013101	456,235	13,348	SH		SOLE		3,162	0	10,186
Grand Canyon Ed Inc	COM	38526M106	792,446	6,780	SH		SOLE		1,622	0	5,158
Great Southern Bancorp Inc	COM	390905107	351,014	7,325	SH		SOLE		1,741	0	5,584
Greif Inc	COM	397624107	524,793	7,855	SH		SOLE		1,801	0	6,054
Group 1 Automotive Inc	COM	398905109	843,212	3,138	SH		SOLE		719	0	2,419
Guess Inc	COM	401617105	591,897	27,352	SH		SOLE		6,328	0	21,024
Gulfport Energy Corp Common Sh	COM	402635502	672,565	5,668	SH		SOLE		1,348	0	4,320
H&R Block Inc	COM	093671105	1,342,482	31,177	SH		SOLE		8,069	0	23,108
Halliburton Co	COM	406216101	16,350,255	403,710	SH		SOLE		277,619	0	126,091
Hancock Whitney Corp	COM	410120109	3,703,069	100,110	SH		SOLE		100,110	0	0
Harley-Davidson Inc	COM	412822108	1,181,531	35,739	SH		SOLE		8,656	0	27,083
HCA Healthcare Inc	COM	40412C101	34,948,838	142,080	SH		SOLE		107,723	0	34,357
Helmerich & Payne Inc	COM	423452101	5,003,928	118,689	SH		SOLE		118,689	0	0
Hewlett Packard Enterprise Co	COM	42824C109	3,904,324	224,774	SH		SOLE		56,014	0	168,760
Hillenbrand Inc	COM	431571108	1,353,539	31,991	SH		SOLE		7,603	0	24,388
Hologic Inc	COM	436440101	31,179,685	449,275	SH		SOLE		295,938	0	153,337
Home Bancshares Inc	COM	436893200	2,031,410	97,011	SH		SOLE		97,011	0	0
Honeywell Intl Inc	COM	438516106	226,491	1,226	SH		SOLE		1,226	0	0
Humana Inc	COM	444859102	31,201,014	64,131	SH		SOLE		44,254	0	19,877
Incyte Corp	COM	45337C102	2,229,980	38,601	SH		SOLE		9,393	0	29,208
Independent Bank Corp	COM	453838609	363,022	19,794	SH		SOLE		5,310	0	14,484
Ingevity Corp	COM	45688C107	5,089,747	106,905	SH		SOLE		98,940	0	7,965
Ingles Markets Inc	COM	457030104	499,664	6,633	SH		SOLE		1,634	0	4,999
Ingredion Inc	COM	457187102	5,501,052	55,905	SH		SOLE		38,451	0	17,454
Innovative Industrial Properti	COM	45781V101	3,471,735	45,886	SH		SOLE		45,886	0	0
Installed Building Prods Inc	COM	45780R101	7,604,302	60,888	SH		SOLE		51,626	0	9,262
Insteel Industries Inc	COM	45774W108	373,615	11,510	SH		SOLE		3,239	0	8,271
Integra Lifesciences Hldgs Cp	COM	457985208	4,122,038	107,935	SH		SOLE		107,935	0	0
International Paper Co	COM	460146103	7,273,691	205,066	SH		SOLE		123,333	0	81,733
Intl Business Machines Corp	COM	459200101	247,068	1,761	SH		SOLE		1,761	0	0
Intuit Inc	COM	461202103	71,293,502	139,534	SH		SOLE		95,818	0	43,716
Ipg Photonics Corp	COM	44980X109	5,787,171	56,994	SH		SOLE		56,994	0	0
ITT Inc	COM	45073V108	8,988,138	91,800	SH		SOLE		91,800	0	0
Jacobs Solutions Inc	COM	46982L108	13,181,532	96,568	SH		SOLE		66,688	0	29,880
Janus Henderson Group PLC	COM	G4474Y214	643,693	24,930	SH		SOLE		6,552	0	18,378
Jazz Pharmaceuticals plc	COM	G50871105	28,835,349	222,770	SH		SOLE		153,898	0	68,872
Jefferies Financial Group Inc	COM	47233W109	1,075,384	29,358	SH		SOLE		6,912	0	22,446
Johnson & Johnson	COM	478160104	282,842	1,816	SH		SOLE		1,816	0	0
Johnson Controls Intl plc	COM	G51502105	8,192,478	153,965	SH		SOLE		153,965	0	0
JPMorgan Chase & Co	COM	46625H100	685,800	4,729	SH		SOLE		4,729	0	0
Juniper Networks Inc	COM	48203R104	2,116,264	76,152	SH		SOLE		18,932	0	57,220
Kb Home Com	COM	48666K109	1,108,869	23,960	SH		SOLE		5,694	0	18,266
KLA-Tencor Corp	COM	482480100	66,453,871	144,887	SH		SOLE		99,972	0	44,915
Knight-Swift Trans Holdings In	COM	499049104	11,629,434	231,893	SH		SOLE		159,513	0	72,380
Korn Ferry	COM	500643200	3,561,700	75,078	SH		SOLE		64,359	0	10,719
Kroger Co	COM	501044101	28,853,502	644,771	SH		SOLE		444,646	0	200,125
L3harris Technologies Inc	COM	502431109	9,837,258	56,497	SH		SOLE		56,497	0	0
Laboratory Corp of America Hol	COM	50540R409	29,929,911	148,868	SH		SOLE		103,528	0	45,340
Lam Research Corp	COM	512807108	64,797,990	103,384	SH		SOLE		71,202	0	32,182
Lamar Advertising Co	COM	512816109	3,808,402	45,626	SH		SOLE		45,626	0	0
Landstar System Inc	COM	515098101	2,308,359	13,046	SH		SOLE		3,200	0	9,846
Lear Corp	COM	521865204	11,662,651	86,905	SH		SOLE		60,176	0	26,729
Leidos Holdings Inc	COM	525327102	3,286,333	35,659	SH		SOLE		9,117	0	26,542
Lennar Corp	COM	526057104	32,739,399	291,717	SH		SOLE		202,449	0	89,268
Leslies Inc	COM	527064109	2,228,461	393,721	SH		SOLE		393,721	0	0
Lilly Eli and Co	COM	532457108	425,944	793	SH		SOLE		793	0	0
Linde PLC	COM	G54950103	319,476	858	SH		SOLE		858	0	0
Littelfuse Inc	COM	537008104	10,705,494	43,286	SH		SOLE		43,286	0	0
Livanova PLC	COM	G5509L101	3,849,452	72,796	SH		SOLE		72,796	0	0
Louisiana-Pacific Corp	COM	546347105	5,075,334	91,828	SH		SOLE		63,731	0	28,097
Lowe's Cos Inc	COM	548661107	7,806,263	37,559	SH		SOLE		37,559	0	0
LSB Industries Inc	COM	502160104	407,645	39,848	SH		SOLE		9,302	0	30,546
LyondellBasell Industries N.V.	COM	N53745100	5,405,192	57,077	SH		SOLE		39,451	0	17,626
Magnolia Oil & Gas Corp Cl A	COM	559663109	5,640,557	246,205	SH		SOLE		246,205	0	0
Marathon Oil Corp	COM	565849106	16,554,987	618,878	SH		SOLE		426,928	0	191,950
Marcus Corp	COM	566330106	377,658	24,365	SH		SOLE		5,790	0	18,575
Markel Group Inc	COM	570535104	18,983,341	12,892	SH		SOLE		12,892	0	0
Marriott Intl Inc	COM	571903202	33,538,836	170,629	SH		SOLE		116,533	0	54,096
Marriott Vacations Worldwide C	COM	57164Y107	3,326,425	33,056	SH		SOLE		33,056	0	0
Masco Corp	COM	574599106	12,035,230	225,168	SH		SOLE		154,349	0	70,819
Masonite Intl Corp	COM	575385109	440,371	4,724	SH		SOLE		1,122	0	3,602
Mastercard Incorporated	COM	57636Q104	564,568	1,426	SH		SOLE		1,426	0	0
Matador Resources Co	COM	576485205	4,174,068	70,176	SH		SOLE		70,176	0	0
Matthews Intl Corp Cl A	COM	577128101	927,225	23,830	SH		SOLE		5,425	0	18,405
McKesson Corp	COM	58155Q103	31,985,392	73,555	SH		SOLE		50,568	0	22,987
Medical Properties Trust Inc	COM	58463J304	1,086,359	199,332	SH		SOLE		199,332	0	0
Medtronic plc	COM	G5960L103	227,244	2,900	SH		SOLE		2,900	0	0
Mercantile Bank Corp	COM	587376104	350,458	11,338	SH		SOLE		2,914	0	8,424
Merchants Bancorp Ind Com	COM	58844R108	426,555	15,388	SH		SOLE		3,472	0	11,916
Meritage Homes Corp	COM	59001A102	5,400,336	44,124	SH		SOLE		44,124	0	0
Meta Platforms Inc	COM	30303M102	1,157,610	3,856	SH		SOLE		3,856	0	0
Methode Electronics Inc	COM	591520200	3,137,831	137,323	SH		SOLE		137,323	0	0
MetLife Inc	COM	59156R108	34,706,692	551,688	SH		SOLE		377,726	0	173,962
MGIC Inv Corp WI	COM	552848103	1,132,533	67,857	SH		SOLE		17,047	0	50,810
MGM Resorts International	COM	552953101	31,903,122	867,876	SH		SOLE		600,610	0	267,266
Microsoft Corp	COM	594918104	3,732,165	11,820	SH		SOLE		11,820	0	0
Midland Sts Bancorp Inc	COM	597742105	360,148	17,534	SH		SOLE		4,776	0	12,758
Minerals Technologies Inc	COM	603158106	451,880	8,252	SH		SOLE		1,954	0	6,298
Modine Manufacturing Co	COM	607828100	5,302,151	115,894	SH		SOLE		115,894	0	0
Molina Healthcare Inc	COM	60855R100	31,698,438	96,674	SH		SOLE		65,747	0	30,927
Molson Coors Brewing Co	COM	60871R209	32,469,245	510,603	SH		SOLE		337,609	0	172,994
Moodys Corp	COM	615369105	8,974,169	28,384	SH		SOLE		28,384	0	0
Moog Inc	COM	615394202	5,245,749	46,439	SH		SOLE		46,439	0	0
Movado Group Inc	COM	624580106	433,607	15,854	SH		SOLE		3,995	0	11,859
Mueller Industries Inc	COM	624756102	12,486,857	166,137	SH		SOLE		115,003	0	51,134
Murphy Oil Corp	COM	626717102	4,562,936	100,616	SH		SOLE		100,616	0	0
Murphy USA Inc	COM	626755102	37,972,012	111,117	SH		SOLE		74,752	0	36,365
National Storage Affiliates Tr	COM	637870106	8,950,521	281,995	SH		SOLE		281,995	0	0
NetScout Systems Inc	COM	64115T104	918,692	32,787	SH		SOLE		7,819	0	24,968
New York Times Co Cl A	COM	650111107	1,129,704	27,420	SH		SOLE		7,515	0	19,905
Nexstar Media Group Inc	COM	65336K103	4,231,852	29,517	SH		SOLE		29,517	0	0
NMI Holdings Inc Cl A	COM	629209305	6,771,877	249,977	SH		SOLE		249,977	0	0
Nordstrom Inc	COM	655664100	1,033,415	69,171	SH		SOLE		17,253	0	51,918
Northwest Bancshares Inc	COM	667340103	455,143	44,491	SH		SOLE		10,315	0	34,176
Northwest Nat Holding Co	COM	66765N105	642,042	16,825	SH		SOLE		3,855	0	12,970
Northwestern Corp	COM	668074305	7,197,706	149,765	SH		SOLE		149,765	0	0
Nucor Corp	COM	670346105	5,337,007	34,135	SH		SOLE		23,673	0	10,462
NVIDIA Corp	COM	67066G104	1,316,280	3,026	SH		SOLE		3,026	0	0
NVR Inc	COM	62944T105	36,698,148	6,154	SH		SOLE		4,073	0	2,081
O'Reilly Automotive Inc	COM	67103H107	34,110,425	37,531	SH		SOLE		25,787	0	11,744
O-I Glass Inc Com	COM	67098H104	538,589	32,193	SH		SOLE		7,294	0	24,899
Oceaneering Intl Inc	COM	675232102	1,538,776	59,828	SH		SOLE		15,709	0	44,119
OceanFirst Financial Corp	COM	675234108	2,042,122	141,128	SH		SOLE		141,128	0	0
OFG Bancorp Com	COM	67103X102	461,934	15,470	SH		SOLE		3,676	0	11,794
OGE Energy Corp	COM	670837103	12,211,879	366,393	SH		SOLE		252,351	0	114,042
Old Natl Bancorp	COM	680033107	860,201	59,161	SH		SOLE		14,568	0	44,593
Old Republic Intl Corp	COM	680223104	1,494,119	55,461	SH		SOLE		13,788	0	41,673
Olin Corp	COM	680665205	1,154,088	23,091	SH		SOLE		5,370	0	17,721
Olympic Steel Inc	COM	68162K106	410,502	7,303	SH		SOLE		1,693	0	5,610
ON Semiconductor Corp	COM	682189105	66,637,249	716,915	SH		SOLE		496,045	0	220,870
OneMain Holdings Inc	COM	68268W103	14,225,576	354,841	SH		SOLE		354,841	0	0
Oracle Corp	COM	68389X105	304,838	2,878	SH		SOLE		2,878	0	0
Oshkosh Corp	COM	688239201	11,966,159	125,392	SH		SOLE		86,215	0	39,177
OSI Systems Inc	COM	671044105	4,543,596	38,492	SH		SOLE		38,492	0	0
Ovintiv Inc	COM	69047Q102	17,477,408	367,404	SH		SOLE		235,911	0	131,493
Owens Corning	COM	690742101	6,847,373	50,197	SH		SOLE		30,054	0	20,143
Oxford Industries Inc	COM	691497309	3,983,147	41,435	SH		SOLE		36,359	0	5,076
Packaging Corp of America	COM	695156109	7,313,279	47,628	SH		SOLE		28,437	0	19,191
Parker-Hannifin Corp	COM	701094104	12,507,098	32,109	SH		SOLE		22,125	0	9,984
Patrick Industries Inc	COM	703343103	559,948	7,460	SH		SOLE		1,662	0	5,798
Patterson-UTI Energy Inc	COM	703481101	3,925,827	283,658	SH		SOLE		283,658	0	0
Paychex Inc	COM	704326107	69,636,023	603,798	SH		SOLE		413,447	0	190,351
Peapack-Gladstone Financial Co	COM	704699107	359,126	14,001	SH		SOLE		3,429	0	10,572
Pediatrix Medical Group Inc	COM	58502B106	624,785	49,157	SH		SOLE		11,682	0	37,475
Penske Automotive Group Inc	COM	70959W103	37,098,179	222,065	SH		SOLE		148,664	0	73,401
Peoples Bancorp Inc	COM	709789101	389,304	15,339	SH		SOLE		3,847	0	11,492
Pfizer Inc	COM	717081103	360,392	10,865	SH		SOLE		10,865	0	0
Philip Morris Intl Inc	COM	718172109	289,590	3,128	SH		SOLE		3,128	0	0
Photronics Inc	COM	719405102	6,296,284	311,543	SH		SOLE		311,543	0	0
Pinnacle Financial Partners In	COM	72346Q104	13,324,669	198,757	SH		SOLE		198,757	0	0
Pinnacle West Capital Corp	COM	723484101	13,095,441	177,734	SH		SOLE		121,748	0	55,986
Piper Sandler Companies	COM	724078100	509,312	3,505	SH		SOLE		803	0	2,702
Portland General Electric Co	COM	736508847	10,255,325	253,343	SH		SOLE		253,343	0	0
Post Holdings Inc	COM	737446104	30,425,525	354,858	SH		SOLE		238,884	0	115,974
PPL Corp	COM	69351T106	12,639,021	536,461	SH		SOLE		367,612	0	168,849
Preferred Bank Los Angeles CA	COM	740367404	445,523	7,157	SH		SOLE		1,646	0	5,511
Premier Inc	COM	74051N102	1,093,877	50,878	SH		SOLE		12,849	0	38,029
Prestige Consmr Healthcare Inc	COM	74112D101	5,684,514	99,397	SH		SOLE		99,397	0	0
Primo Water Corporation	COM	74167P108	3,947,283	286,035	SH		SOLE		286,035	0	0
Principal Financial Group Inc	COM	74251V102	1,190,164	16,514	SH		SOLE		4,629	0	11,885
Procter & Gamble Co	COM	742718109	618,009	4,237	SH		SOLE		4,237	0	0
Prog Holdings Inc	COM	74319R101	3,733,003	112,406	SH		SOLE		98,946	0	13,460
Propetro Holding Corp	COM	74347M108	1,194,599	112,380	SH		SOLE		27,224	0	85,156
Prosperity Bancshares Inc	COM	743606105	10,267,590	188,120	SH		SOLE		188,120	0	0
Public Service Enterprise Grou	COM	744573106	12,933,082	227,255	SH		SOLE		156,196	0	71,059
PulteGroup Inc	COM	745867101	34,639,479	467,785	SH		SOLE		310,979	0	156,806
QCR Holdings Inc	COM	74727A104	2,987,328	61,569	SH		SOLE		61,569	0	0
QUALCOMM Inc	COM	747525103	248,552	2,238	SH		SOLE		2,238	0	0
Qualys Inc	COM	74758T303	1,403,460	9,200	SH		SOLE		2,045	0	7,155
Quanex Building Products Corp	COM	747619104	5,642,902	200,316	SH		SOLE		189,111	0	11,205
Quest Diagnostics Inc	COM	74834L100	30,463,050	249,984	SH		SOLE		163,923	0	86,061
Quidel Corp	COM	219798105	8,530,196	116,788	SH		SOLE		116,788	0	0
Radian Group Inc	COM	750236101	1,080,056	43,013	SH		SOLE		10,494	0	32,519
Ramaco Resources Inc Cl A	COM	75134P600	2,883,029	262,332	SH		SOLE		262,332	0	0
Ramaco Resources Inc Cl B	COM	75134P501	584,594	49,002	SH		SOLE		49,002	0	0
Range Resources Corp	COM	75281A109	15,671,564	483,541	SH		SOLE		333,459	0	150,082
RBB Bancorp	COM	74930B105	992,968	77,697	SH		SOLE		77,697	0	0
Regions Financial Corp	COM	7591EP100	35,980,078	2,091,865	SH		SOLE		1,404,283	0	687,582
Reliance Steel & Aluminum Co	COM	759509102	6,729,084	25,661	SH		SOLE		15,574	0	10,087
Republic Services Inc	COM	760759100	16,981,064	119,157	SH		SOLE		119,157	0	0
Rex American Resources Corp	COM	761624105	394,455	9,687	SH		SOLE		2,302	0	7,385
Rhythm Pharmaceuticals Inc	COM	76243J105	2,400,706	104,720	SH		SOLE		104,720	0	0
Royal Caribbean Group	COM	V7780T103	32,321,146	350,783	SH		SOLE		241,443	0	109,340
Rush Enterprises Inc Cl A	COM	781846209	690,884	16,921	SH		SOLE		3,847	0	13,074
Ryder System Inc	COM	783549108	13,710,990	128,200	SH		SOLE		87,883	0	40,317
Ryerson Holding Corp	COM	783754104	414,678	14,255	SH		SOLE		3,388	0	10,867
Sabra Health Care REIT Inc	COM	78573L106	4,776,541	342,650	SH		SOLE		342,650	0	0
Salesforce Inc	COM	79466L302	359,326	1,772	SH		SOLE		1,772	0	0
Sandy Spring Bancorp Inc	COM	800363103	1,252,755	58,458	SH		SOLE		58,458	0	0
Sanmina Corporation Com	COM	801056102	4,199,481	77,367	SH		SOLE		77,367	0	0
SBA Communications Corp	COM	78410G104	8,210,773	41,019	SH		SOLE		41,019	0	0
Schein Henry Inc	COM	806407102	33,071,618	445,409	SH		SOLE		290,883	0	154,526
Schlumberger Ltd	COM	806857108	6,793,524	116,527	SH		SOLE		116,527	0	0
Science Applications Intl Corp	COM	808625107	9,507,149	90,081	SH		SOLE		79,884	0	10,197
Scotts Miracle-Gro Co Cl A	COM	810186106	2,119,087	41,004	SH		SOLE		41,004	0	0
Sealed Air Corp	COM	81211K100	5,666,871	172,455	SH		SOLE		172,455	0	0
SeaWorld Entertainment Inc	COM	81282V100	878,426	18,993	SH		SOLE		4,514	0	14,479
Select Med Holdings Corp	COM	81619Q105	1,015,045	40,168	SH		SOLE		9,513	0	30,655
Select Water Solutions Inc Cl	COM	81617J301	971,951	122,258	SH		SOLE		27,308	0	94,950
ServiceNow Inc	COM	81762P102	225,820	404	SH		SOLE		404	0	0
Servisfirst Bancshares Inc	COM	81768T108	1,451,787	27,828	SH		SOLE		27,828	0	0
Shell PLC Spon ADS	COM	780259305	16,989,431	263,893	SH		SOLE		180,822	0	83,071
Signet Jewelers Limited	COM	G81276100	4,974,207	69,269	SH		SOLE		69,269	0	0
Siriuspoint Ltd	COM	G8192H106	581,317	57,160	SH		SOLE		13,865	0	43,295
Six Flags Entertainment Corp	COM	83001A102	5,169,379	219,880	SH		SOLE		219,880	0	0
SLM Corp	COM	78442P106	2,696,392	197,973	SH		SOLE		197,973	0	0
SM Energy Co	COM	78454L100	21,220,997	535,208	SH		SOLE		407,944	0	127,264
Snap-on Inc	COM	833034101	12,068,929	47,318	SH		SOLE		32,850	0	14,468
Sonoco Products Co	COM	835495102	5,487,502	100,966	SH		SOLE		69,193	0	31,773
South State Corp	COM	840441109	8,441,488	125,319	SH		SOLE		125,319	0	0
Southside Bancshares Inc	COM	84470P109	384,494	13,397	SH		SOLE		3,184	0	10,213
SP Plus Corp	COM	78469C103	6,234,217	172,693	SH		SOLE		172,693	0	0
SpartanNash Co	COM	847215100	465,872	21,176	SH		SOLE		5,015	0	16,161
SS&C Technologies Holdings Inc	COM	78467J100	1,994,891	37,969	SH		SOLE		10,321	0	27,648
STAG Industrial Inc	COM	85254J102	21,735,502	629,832	SH		SOLE		629,832	0	0
Stagwell Inc Cl A	COM	85256A109	398,931	85,060	SH		SOLE		20,214	0	64,846
Starbucks Corp	COM	855244109	200,885	2,201	SH		SOLE		2,201	0	0
State Street Corp	COM	857477103	34,191,651	510,628	SH		SOLE		351,900	0	158,728
Steel Dynamics Inc	COM	858119100	5,786,020	53,964	SH		SOLE		37,465	0	16,499
Stryker Corp	COM	863667101	213,151	780	SH		SOLE		780	0	0
Super Micro Computer Inc	COM	86800U104	76,255,372	278,081	SH		SOLE		191,384	0	86,697
Synchrony Financial	COM	87165B103	35,942,402	1,175,741	SH		SOLE		795,217	0	380,524
Sysco Corp	COM	871829107	11,692,501	177,025	SH		SOLE		177,025	0	0
T-Mobile US Inc	COM	872590104	13,790,443	98,468	SH		SOLE		67,691	0	30,777
Target Hospitality Corp	COM	87615L107	605,997	38,161	SH		SOLE		9,068	0	29,093
Taylor Morrison Home Corp	COM	87724P106	33,537,734	787,086	SH		SOLE		539,105	0	247,981
Td Synnex Corporation	COM	87162W100	1,850,406	18,530	SH		SOLE		4,571	0	13,959
Teledyne Technologies Inc	COM	879360105	5,068,435	12,405	SH		SOLE		12,405	0	0
Tenet Healthcare Corp New	COM	88033G407	28,313,394	429,707	SH		SOLE		283,139	0	146,568
Teradata Corp	COM	88076W103	1,483,814	32,959	SH		SOLE		7,464	0	25,495
Tesla Inc	COM	88160R101	770,177	3,078	SH		SOLE		3,078	0	0
Texas Instruments Inc	COM	882508104	12,721,436	80,004	SH		SOLE		80,004	0	0
The Chemours Co	COM	163851108	4,854,978	173,083	SH		SOLE		119,150	0	53,933
The Cigna Group Com	COM	125523100	39,923,643	139,559	SH		SOLE		104,592	0	34,967
The Goldman Sachs Group Inc	COM	38141G104	35,735,071	110,440	SH		SOLE		75,702	0	34,738
The Hanover Insurance Group In	COM	410867105	6,479,234	58,382	SH		SOLE		58,382	0	0
The Hartford Financial Service	COM	416515104	33,895,264	478,004	SH		SOLE		329,038	0	148,966
The Home Depot Inc	COM	437076102	520,924	1,724	SH		SOLE		1,724	0	0
The Odp Corp	COM	88337F105	601,565	13,035	SH		SOLE		3,279	0	9,756
The Timken Co	COM	887389104	14,327,243	194,955	SH		SOLE		120,202	0	74,753
The Western Union Co	COM	959802109	30,842,623	2,340,108	SH		SOLE		1,608,991	0	731,117
Thermo Fisher Scientific Inc	COM	883556102	374,566	740	SH		SOLE		740	0	0
Toll Brothers Inc	COM	889478103	33,768,435	456,577	SH		SOLE		304,499	0	152,078
TOTAL SE SPONSORED ADS	COM	89151E109	17,241,154	262,183	SH		SOLE		180,650	0	81,533
TransDigm Group Inc	COM	893641100	2,705,604	3,209	SH		SOLE		3,209	0	0
TreeHouse Foods Inc	COM	89469A104	589,899	13,536	SH		SOLE		3,411	0	10,125
Trinet Group Inc	COM	896288107	4,746,909	40,753	SH		SOLE		40,753	0	0
TripAdvisor Inc	COM	896945201	887,129	53,506	SH		SOLE		14,200	0	39,306
Tronox Holdings PLC	COM	G9087Q102	551,107	41,005	SH		SOLE		9,637	0	31,368
Trustmark Corp	COM	898402102	470,215	21,639	SH		SOLE		5,099	0	16,540
TTM Technologies Inc	COM	87305R109	1,744,480	135,441	SH		SOLE		135,441	0	0
Ufp Industries Inc	COM	90278Q108	5,708,083	55,743	SH		SOLE		38,508	0	17,235
UGI Corp	COM	902681105	15,469,271	672,577	SH		SOLE		496,457	0	176,120
Ultra Clean Holdings Inc	COM	90385V107	1,082,273	36,477	SH		SOLE		8,681	0	27,796
Union Pacific Corp	COM	907818108	8,159,250	40,069	SH		SOLE		40,069	0	0
United Parcel Service Inc Cl B	COM	911312106	209,489	1,344	SH		SOLE		1,344	0	0
United Rentals Inc	COM	911363109	14,153,775	31,837	SH		SOLE		20,259	0	11,578
UnitedHealth Group Inc	COM	91324P102	8,770,385	17,395	SH		SOLE		17,395	0	0
Universal Health Services Inc	COM	913903100	8,227,645	65,439	SH		SOLE		51,339	0	14,100
Univest Financial Corporation	COM	915271100	367,066	21,120	SH		SOLE		4,779	0	16,341
Unum Group	COM	91529Y106	36,574,585	743,537	SH		SOLE		497,234	0	246,303
US Foods Holding Corp	COM	912008109	7,658,249	192,903	SH		SOLE		192,903	0	0
Vanda Pharmaceuticals Inc	COM	921659108	434,182	100,505	SH		SOLE		22,976	0	77,529
Vector Group Ltd	COM	92240M108	534,564	50,241	SH		SOLE		11,907	0	38,334
Veritex Holdings Inc	COM	923451108	1,541,726	85,890	SH		SOLE		85,890	0	0
Verizon Communications Inc	COM	92343V104	13,219,553	407,885	SH		SOLE		282,137	0	125,748
Viad Corp	COM	92552R406	348,224	13,291	SH		SOLE		3,159	0	10,132
Virtu Financial Inc	COM	928254101	470,107	27,221	SH		SOLE		6,782	0	20,439
Visa Inc	COM	92826C839	635,058	2,761	SH		SOLE		2,761	0	0
Vista Outdoor Inc	COM	928377100	663,559	20,035	SH		SOLE		4,730	0	15,305
Vistra Energy Corp	COM	92840M102	16,452,038	495,842	SH		SOLE		306,830	0	189,012
Vontier Corporation	COM	928881101	13,209,024	427,200	SH		SOLE		293,770	0	133,430
Wabash Natl Corp	COM	929566107	527,176	24,961	SH		SOLE		5,936	0	19,025
Walmart Inc	COM	931142103	436,289	2,728	SH		SOLE		2,728	0	0
Washington Fed Inc Com	COM	938824109	507,507	19,809	SH		SOLE		4,707	0	15,102
Waste Management Inc	COM	94106L109	8,854,782	58,087	SH		SOLE		58,087	0	0
Waterstone Financial Inc	COM	94188P101	253,044	23,109	SH		SOLE		5,492	0	17,617
Wells Fargo & Co	COM	949746101	35,879,779	878,115	SH		SOLE		605,197	0	272,918
WESCO Intl Inc	COM	95082P105	3,056,894	21,255	SH		SOLE		5,140	0	16,115
Westlake Corporation	COM	960413102	6,747,639	54,124	SH		SOLE		32,489	0	21,635
Winnebago Industries Inc	COM	974637100	662,808	11,149	SH		SOLE		2,757	0	8,392
World Fuel Services Corp	COM	981475106	534,327	23,822	SH		SOLE		5,836	0	17,986
Worthington Industries Inc	COM	981811102	4,973,975	80,459	SH		SOLE		74,309	0	6,150
WSFS Financial Corp	COM	929328102	1,020,029	27,946	SH		SOLE		27,946	0	0
Xerox Corp	COM	98421M106	1,283,175	81,783	SH		SOLE		19,368	0	62,415
Yeti Holdings Inc	COM	98585X104	3,751,902	77,808	SH		SOLE		77,808	0	0
Zebra Technologies Corp	COM	989207105	2,522,829	10,666	SH		SOLE		10,666	0	0
Ziff Davis Inc Com	COM	48123V102	1,021,588	16,040	SH		SOLE		3,408	0	12,632
Zimmer Biomet Holdings Inc	COM	98956P102	13,446,425	119,822	SH		SOLE		119,822	0	0