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	14,524,059	136,929	SH		SOLE		85,257	0	51,173
A10 Networks Inc	COM	002121101	1,143,553	83,532	SH		SOLE		15,162	0	68,370
Abbott Laboratories	COM	002824100	384,171	3,380	SH		SOLE		3,380	0	0
AbbVie Inc	COM	00287Y109	39,813,980	218,638	SH		SOLE		136,479	0	81,398
Abercrombie & Fitch Co	COM	002896207	37,227,648	297,037	SH		SOLE		183,294	0	112,726
ABM Industries Inc	COM	000957100	3,946,193	88,440	SH		SOLE		55,446	0	20,915
Accenture plc	COM	G1151C101	9,122,429	26,319	SH		SOLE		26,319	0	0
Acco Brands Corp	COM	00081T108	944,634	168,384	SH		SOLE		29,656	0	138,728
ACI Worldwide Inc	COM	004498101	3,044,626	91,678	SH		SOLE		58,126	0	21,655
Acuity Brands Inc	COM	00508Y102	14,022,332	52,180	SH		SOLE		32,403	0	19,598
Adeia Inc	COM	00676P107	1,092,328	100,030	SH		SOLE		17,617	0	82,413
Adobe Inc	COM	00724F101	427,396	847	SH		SOLE		847	0	0
Adtalem Global Education Inc	COM	00737L103	8,976,753	174,645	SH		SOLE		111,560	0	48,637
Advansix Inc	COM	00773T101	769,311	26,899	SH		SOLE		4,626	0	22,273
AECOM	COM	00766T100	4,831,911	49,265	SH		SOLE		9,370	0	39,895
AerCap Holdings NV	COM	N00985106	2,033,433	23,397	SH		SOLE		23,397	0	0
Affiliated Managers Group	COM	008252108	1,261,552	7,533	SH		SOLE		1,477	0	6,056
AGCO Corp	COM	001084102	14,533,336	118,138	SH		SOLE		73,278	0	44,438
Air Lease Corp Cl A	COM	00912X302	5,255,882	102,175	SH		SOLE		64,923	0	23,766
Alaska Air Group Inc	COM	011659109	1,648,022	38,335	SH		SOLE		38,335	0	0
Alight Inc Cl A	COM	01626W101	5,004,677	508,089	SH		SOLE		508,089	0	0
Allete Inc	COM	018522300	1,899,534	31,850	SH		SOLE		5,610	0	26,240
Alliant Energy Corp	COM	018802108	4,164,754	82,634	SH		SOLE		82,634	0	0
Allison Transmission Holdings	COM	01973R101	23,025,092	283,700	SH		SOLE		176,720	0	92,707
Ally Financial Inc	COM	02005N100	52,889,542	1,303,019	SH		SOLE		914,869	0	384,420
Alpha & Omega Semiconductor Lt	COM	G6331P104	1,343,140	60,941	SH		SOLE		10,851	0	50,090
Alpha Metallurgical Resource I	COM	020764106	1,420,057	4,288	SH		SOLE		755	0	3,533
Alphabet Inc Cap Stock Cl A	COM	02079K305	12,307,436	81,544	SH		SOLE		81,544	0	0
Amazon.com Inc	COM	023135106	2,632,826	14,596	SH		SOLE		14,596	0	0
Amcor PLC	COM	G0250X107	8,219,721	864,324	SH		SOLE		534,506	0	326,743
Amdocs Ltd	COM	G02602103	82,115,243	908,656	SH		SOLE		548,593	0	357,080
American Eagle Outfitters Inc	COM	02553E106	2,438,496	94,552	SH		SOLE		16,653	0	77,899
American Express Co	COM	025816109	256,607	1,127	SH		SOLE		1,127	0	0
American Tower Corp	COM	03027X100	14,033,237	71,022	SH		SOLE		71,022	0	0
Ameriprise Financial Inc	COM	03076C106	40,112,875	91,490	SH		SOLE		56,755	0	34,405
Amgen Inc	COM	031162100	244,515	860	SH		SOLE		860	0	0
Amicus Therapeutics Inc	COM	03152W109	2,444,174	207,485	SH		SOLE		135,002	0	46,349
AMN Healthcare Services Inc	COM	001744101	4,033,583	64,527	SH		SOLE		40,458	0	15,347
Andersons Inc	COM	034164103	1,225,825	21,367	SH		SOLE		3,763	0	17,604
ANI Pharmaceuticals Inc	COM	00182C103	5,589,921	80,861	SH		SOLE		41,018	0	31,876
APA Corporation	COM	03743Q108	13,224,061	384,644	SH		SOLE		384,644	0	0
Apogee Enterprises Inc	COM	037598109	806,600	13,625	SH		SOLE		2,396	0	11,229
Apple Inc	COM	037833100	87,160,369	508,283	SH		SOLE		323,097	0	183,513
Applied Industrial Technologie	COM	03820C105	3,703,272	18,746	SH		SOLE		3,291	0	15,455
Applied Materials Inc	COM	038222105	84,737,020	410,886	SH		SOLE		253,510	0	155,929
Aramark	COM	03852U106	2,650,738	81,511	SH		SOLE		14,356	0	67,155
Arch Capital Group Ltd	COM	G0450A105	15,445,615	167,088	SH		SOLE		167,088	0	0
Arch Resources Inc	COM	03940R107	5,516,544	34,309	SH		SOLE		20,855	0	8,684
Ardmore Shipping Corp	COM	Y0207T100	1,460,641	88,955	SH		SOLE		16,055	0	72,900
Arista Networks Inc	COM	040413106	84,807,551	292,460	SH		SOLE		180,100	0	111,405
Assurant Inc	COM	04621X108	4,132,809	21,955	SH		SOLE		21,955	0	0
AT&T Inc	COM	00206R102	203,245	11,548	SH		SOLE		11,548	0	0
Atkore Intl Group Inc	COM	047649108	20,578,487	108,103	SH		SOLE		77,677	0	30,136
Autoliv Inc	COM	052800109	13,149,752	109,190	SH		SOLE		67,960	0	40,840
Automatic Data Processing Inc	COM	053015103	214,776	860	SH		SOLE		860	0	0
AutoZone Inc	COM	053332102	41,948,462	13,310	SH		SOLE		8,254	0	5,010
AvalonBay Communities Inc	COM	053484101	2,197,958	11,845	SH		SOLE		11,845	0	0
Avantor Inc	COM	05352A100	3,822,357	149,486	SH		SOLE		149,486	0	0
Avient Corporation	COM	05368V106	4,755,989	109,585	SH		SOLE		69,237	0	25,570
Axalta Coating Systems Ltd	COM	G0750C108	3,786,408	110,102	SH		SOLE		20,082	0	90,020
Axis Capital Holdings Ltd	COM	G0692U109	18,989,872	292,062	SH		SOLE		196,983	0	69,454
Baker Hughes Company	COM	05722G100	20,187,168	602,602	SH		SOLE		372,657	0	227,856
Bank of America Corp	COM	060505104	438,128	11,554	SH		SOLE		11,554	0	0
Bank of NT Butterfield & Son L	COM	G0772R208	817,856	25,566	SH		SOLE		4,688	0	20,878
Beacon Roofing Supply Inc	COM	073685109	7,118,311	72,621	SH		SOLE		45,395	0	17,634
Belden Inc	COM	077454106	5,472,325	59,090	SH		SOLE		37,216	0	14,119
Berkshire Hathaway Inc	COM	084670702	16,522,231	39,290	SH		SOLE		39,290	0	0
Berry Global Group Inc	COM	08579W103	7,994,669	132,187	SH		SOLE		81,763	0	49,946
Berry Pete Corp	COM	08579X101	550,153	68,342	SH		SOLE		12,037	0	56,305
Biogen Inc	COM	09062X103	39,142,020	181,524	SH		SOLE		112,039	0	68,891
BlackRock Inc	COM	09247X101	244,274	293	SH		SOLE		293	0	0
Bloomin' Brands Inc	COM	094235108	5,735,512	199,983	SH		SOLE		126,795	0	46,902
Blue Bird Corp	COM	095306106	1,133,215	29,557	SH		SOLE		5,158	0	24,399
Boise Cascade Co	COM	09739D100	16,560,586	107,978	SH		SOLE		62,270	0	45,352
Booking Holdings Inc	COM	09857L108	282,975	78	SH		SOLE		78	0	0
Booz Allen Hamilton Holding Co	COM	099502106	83,498,242	562,505	SH		SOLE		345,696	0	214,975
BorgWarner Inc	COM	099724106	14,244,616	410,035	SH		SOLE		253,003	0	155,556
Boston Beer Inc	COM	100557107	1,877,663	6,168	SH		SOLE		1,142	0	5,026
Boston Scientific Corp	COM	101137107	218,141	3,185	SH		SOLE		3,185	0	0
Box Inc Cl A	COM	10316T104	1,909,448	67,424	SH		SOLE		11,990	0	55,434
BP p.l.c.	COM	055622104	18,720,102	496,818	SH		SOLE		308,411	0	186,610
Brinker Intl Inc	COM	109641100	1,586,829	31,941	SH		SOLE		5,626	0	26,315
Bristol-Myers Squibb Co	COM	110122108	246,963	4,554	SH		SOLE		4,554	0	0
Bristow Group Inc	COM	11040G103	1,344,904	49,445	SH		SOLE		8,941	0	40,504
Broadcom Inc	COM	11135F101	975,502	736	SH		SOLE		736	0	0
Brown & Brown Inc	COM	115236101	5,852,924	66,860	SH		SOLE		66,860	0	0
Builders FirstSource Inc	COM	12008R107	16,682,749	79,994	SH		SOLE		48,310	0	31,546
Byline Bancorp Inc	COM	124411109	695,170	32,006	SH		SOLE		5,298	0	26,708
Cabot Corp	COM	127055101	4,474,282	48,528	SH		SOLE		30,603	0	11,520
CACI International Inc	COM	127190304	2,445,726	6,456	SH		SOLE		1,196	0	5,260
Cadence Bank Com	COM	12740C103	10,294,594	354,986	SH		SOLE		223,389	0	86,070
Cadence Design Systems Inc	COM	127387108	84,176,960	270,422	SH		SOLE		166,289	0	103,208
Cal-Maine Foods Inc	COM	128030202	5,038,384	85,614	SH		SOLE		54,185	0	20,226
California Resources Corp Stoc	COM	13057Q305	1,046,680	18,996	SH		SOLE		3,376	0	15,620
Cannae Holdings Inc	COM	13765N107	7,344,493	330,238	SH		SOLE		208,435	0	78,675
Capital Bancorp Inc MD Com	COM	139737100	2,242,496	107,657	SH		SOLE		68,476	0	25,155
Cardinal Health Inc	COM	14149Y108	40,794,824	364,565	SH		SOLE		225,722	0	137,581
Carlisle Cos Inc	COM	142339100	23,189,683	59,180	SH		SOLE		44,785	0	14,271
CarMax Inc	COM	143130102	10,619,841	121,913	SH		SOLE		121,913	0	0
Carter's Inc	COM	146229109	1,736,617	20,508	SH		SOLE		3,877	0	16,631
Caseys General Stores Inc	COM	147528103	44,722,800	140,439	SH		SOLE		87,338	0	52,612
Caterpillar Inc	COM	149123101	349,941	955	SH		SOLE		955	0	0
Cathay General Bancorp	COM	149150104	5,008,314	132,390	SH		SOLE		72,119	0	45,898
Cboe Global Markets Inc	COM	12503M108	2,001,738	10,895	SH		SOLE		2,080	0	8,815
Cencora Inc Com	COM	03073E105	39,821,930	163,883	SH		SOLE		101,709	0	61,598
Centene Corp	COM	15135B101	40,105,870	511,033	SH		SOLE		315,541	0	193,777
Charles Schwab Corp	COM	808513105	215,790	2,983	SH		SOLE		2,983	0	0
Chegg Inc	COM	163092109	908,241	119,979	SH		SOLE		21,025	0	98,954
Chesapeake Energy Corp	COM	165167735	21,721,511	244,529	SH		SOLE		140,923	0	102,817
Chesapeake Utilities Corp	COM	165303108	4,586,646	42,746	SH		SOLE		26,848	0	10,182
Chevron Corp	COM	166764100	461,547	2,926	SH		SOLE		2,926	0	0
Chubb Limited	COM	H1467J104	203,676	786	SH		SOLE		786	0	0
Cinemark Holdings Inc	COM	17243V102	1,598,378	88,947	SH		SOLE		15,667	0	73,280
Cisco Systems Inc	COM	17275R102	387,352	7,761	SH		SOLE		7,761	0	0
Citigroup Inc	COM	172967424	43,411,225	686,452	SH		SOLE		427,792	0	256,387
Clearwater Paper Corp	COM	18538R103	5,113,305	116,929	SH		SOLE		73,193	0	27,704
CMS Energy Corp	COM	125896100	4,350,273	72,096	SH		SOLE		72,096	0	0
CNX Resources Corp	COM	12653C108	6,650,115	280,359	SH		SOLE		151,600	0	98,296
Cohu Inc	COM	192576106	1,558,411	46,757	SH		SOLE		8,675	0	38,082
Collegium Pharmaceutical Inc	COM	19459J104	1,673,763	43,116	SH		SOLE		7,594	0	35,522
Columbia Sportswear Co	COM	198516106	3,602,931	44,382	SH		SOLE		27,399	0	11,030
Columbus McKinnon Corporation	COM	199333105	1,478,369	33,125	SH		SOLE		5,846	0	27,279
Comcast Corp	COM	20030N101	356,077	8,214	SH		SOLE		8,214	0	0
Comerica Inc	COM	200340107	3,697,747	67,244	SH		SOLE		52,069	0	0
Commerce Bancshares Inc	COM	200525103	1,650,158	31,018	SH		SOLE		5,596	0	25,422
Commercial Metals Co	COM	201723103	10,404,465	177,037	SH		SOLE		95,966	0	80,540
Community Trust Bancorp Inc	COM	204149108	706,455	16,564	SH		SOLE		2,843	0	13,721
CommVault Systems Inc	COM	204166102	1,756,768	17,320	SH		SOLE		3,020	0	14,300
ConocoPhillips	COM	20825C104	274,034	2,153	SH		SOLE		2,153	0	0
Corecivic Inc	COM	21871N101	1,247,614	79,924	SH		SOLE		14,076	0	65,848
Corpay Inc	COM	219948106	87,708,357	284,269	SH		SOLE		174,539	0	108,748
Corporate Office Properties Tr	COM	22002T108	7,607,121	314,734	SH		SOLE		196,094	0	76,557
Costco Wholesale Corp	COM	22160K105	572,917	782	SH		SOLE		782	0	0
Cracker Barrel Old Country Sto	COM	22410J106	1,563,331	21,495	SH		SOLE		3,848	0	17,647
Credit Acceptance Corp	COM	225310101	1,380,530	2,503	SH		SOLE		489	0	2,014
Cross Country Healthcare Inc	COM	227483104	1,434,944	76,653	SH		SOLE		13,500	0	63,153
Crossfirst Bankshares Inc	COM	22766M109	674,991	48,771	SH		SOLE		8,291	0	40,480
CSG Systems Intl Inc	COM	126349109	1,209,386	23,465	SH		SOLE		4,072	0	19,393
Cummins Inc	COM	231021106	14,540,683	49,349	SH		SOLE		30,926	0	18,252
Curtiss-Wright Corp	COM	231561101	4,543,703	17,753	SH		SOLE		11,137	0	4,200
CVS Health Corp	COM	126650100	229,230	2,874	SH		SOLE		2,874	0	0
D.R. Horton Inc	COM	23331A109	44,674,667	271,496	SH		SOLE		169,360	0	101,194
Danaher Corp	COM	235851102	333,376	1,335	SH		SOLE		1,335	0	0
DaVita Inc	COM	23918K108	46,140,589	334,231	SH		SOLE		190,842	0	142,326
Deckers Outdoor Corp	COM	243537107	44,871,747	47,672	SH		SOLE		29,467	0	18,048
Deere & Co	COM	244199105	225,907	550	SH		SOLE		550	0	0
Delek US Holdings Inc Com	COM	24665A103	735,885	23,939	SH		SOLE		4,216	0	19,723
Diageo PLC Sp ADR	COM	25243Q205	5,288,451	35,555	SH		SOLE		35,555	0	0
Diamondback Energy Inc	COM	25278X109	5,964,719	30,099	SH		SOLE		30,099	0	0
Dicks Sporting Goods Inc	COM	253393102	42,223,311	187,776	SH		SOLE		116,271	0	70,857
Dillard's Inc	COM	254067101	48,692,586	103,241	SH		SOLE		61,464	0	41,412
Diodes Inc	COM	254543101	6,060,110	85,959	SH		SOLE		54,144	0	20,649
Dollar General Corp	COM	256677105	17,103,708	109,597	SH		SOLE		109,597	0	0
Donnelley Financial Solutions	COM	25787G100	4,085,404	65,883	SH		SOLE		41,241	0	16,007
Douglas Dynamics Inc	COM	25960R105	5,033,024	208,666	SH		SOLE		130,664	0	50,626
Dover Corp	COM	260003108	29,982,675	169,212	SH		SOLE		138,400	0	30,545
DROPBOX INC	COM	26210C104	3,051,788	125,588	SH		SOLE		23,103	0	102,485
Dt Midstream Inc Common Stock	COM	23345M107	3,034,226	49,660	SH		SOLE		49,660	0	0
Duke Energy Corp	COM	26441C204	13,061,749	135,061	SH		SOLE		83,680	0	50,933
DXC Technology Co	COM	23355L106	2,016,647	95,080	SH		SOLE		18,528	0	76,552
East West Bancorp Inc	COM	27579R104	7,341,724	92,804	SH		SOLE		92,804	0	0
Eastman Chemical Co	COM	277432100	11,870,658	118,446	SH		SOLE		61,516	0	56,618
Ecovyst Inc	COM	27923Q109	6,270,191	562,349	SH		SOLE		351,698	0	141,103
Edgewell Pers Care Co	COM	28035Q102	1,248,304	32,306	SH		SOLE		5,690	0	26,616
Element Solutions Inc	COM	28618M106	7,541,912	301,918	SH		SOLE		191,686	0	70,069
Elevance Health Inc	COM	036752103	40,307,151	77,732	SH		SOLE		48,124	0	29,347
EMCOR Group Inc	COM	29084Q100	19,245,941	54,957	SH		SOLE		28,196	0	26,619
Emerson Electric Co	COM	291011104	14,119,543	124,489	SH		SOLE		76,494	0	47,579
Encompass Health Corp	COM	29261A100	13,831,324	167,490	SH		SOLE		122,540	0	29,143
Encore Cap Group Inc	COM	292554102	586,864	12,867	SH		SOLE		2,249	0	10,618
Energizer Holdings Inc	COM	29272W109	1,310,345	44,509	SH		SOLE		7,839	0	36,670
EnerSys	COM	29275Y102	7,558,784	80,021	SH		SOLE		50,382	0	19,157
Enovis Corp	COM	194014502	10,260,535	164,300	SH		SOLE		139,924	0	15,857
Enstar Group Limited	COM	G3075P101	1,446,899	4,656	SH		SOLE		856	0	3,800
Envista Holdings Corp	COM	29415F104	1,978,163	92,524	SH		SOLE		58,495	0	22,128
EPR Properties	COM	26884U109	2,073,130	48,837	SH		SOLE		30,503	0	11,813
EQT Corp	COM	26884L109	22,473,910	606,256	SH		SOLE		393,961	0	210,533
Equinix Inc	COM	29444U700	3,383,853	4,100	SH		SOLE		4,100	0	0
Equitable Holdings Inc	COM	29452E101	3,053,723	80,340	SH		SOLE		14,966	0	65,374
Esab Corporation Com	COM	29605J106	14,951,054	135,218	SH		SOLE		111,941	0	14,921
Essent Group Ltd	COM	G3198U102	1,938,062	32,567	SH		SOLE		5,798	0	26,769
Ethan Allen Interiors Inc	COM	297602104	912,648	26,400	SH		SOLE		4,441	0	21,959
Euronet Worldwide Inc	COM	298736109	1,920,587	17,471	SH		SOLE		3,203	0	14,268
Evercore Inc Class A	COM	29977A105	7,103,104	36,882	SH		SOLE		27,003	0	6,336
Everest Group Ltd	COM	G3223R108	3,152,970	7,932	SH		SOLE		1,524	0	6,408
Evergy Inc	COM	30034W106	12,871,946	241,138	SH		SOLE		149,927	0	90,374
Extra Space Storage Inc	COM	30225T102	1,900,563	12,929	SH		SOLE		12,929	0	0
Exxon Mobil Corp	COM	30231G102	772,415	6,645	SH		SOLE		6,645	0	0
F.N.B. Corporation	COM	302520101	4,982,926	353,399	SH		SOLE		224,124	0	84,191
Federated Hermes Inc Cl B	COM	314211103	989,435	27,393	SH		SOLE		4,819	0	22,574
FedEx Corp	COM	31428X106	9,569,822	33,029	SH		SOLE		33,029	0	0
Fidelity Natl Financial Inc	COM	31620R303	40,824,767	768,828	SH		SOLE		476,377	0	289,803
First Bancorp PR	COM	318672706	1,155,465	65,876	SH		SOLE		11,578	0	54,298
First Financial Bancorp OH Com	COM	320209109	879,604	39,233	SH		SOLE		6,861	0	32,372
First Financial Corp	COM	320218100	619,949	16,174	SH		SOLE		2,964	0	13,210
First Interstate BancSystem In	COM	32055Y201	4,105,962	150,899	SH		SOLE		95,212	0	35,394
First Merchants Corp	COM	320817109	889,531	25,488	SH		SOLE		4,274	0	21,214
Forrester Research Inc	COM	346563109	995,210	46,160	SH		SOLE		8,824	0	37,336
Fortinet Inc	COM	34959E109	79,803,157	1,168,250	SH		SOLE		722,044	0	442,083
Fortive Corp	COM	34959J108	17,928,891	208,427	SH		SOLE		208,427	0	0
Franklin Resources Inc	COM	354613101	40,498,330	1,440,709	SH		SOLE		876,939	0	558,847
Gambling Com Group Limited Ord	COM	G3R239101	621,817	68,107	SH		SOLE		42,918	0	16,167
Gartner Inc	COM	366651107	83,348,610	174,856	SH		SOLE		108,019	0	66,257
Gates Industrial Corp plc	COM	G39108108	2,755,641	155,598	SH		SOLE		28,178	0	127,420
General Mills Inc	COM	370334104	41,776,568	597,064	SH		SOLE		370,426	0	224,511
Genpact Limited	COM	G3922B107	3,492,799	106,003	SH		SOLE		106,003	0	0
Gentex Corp	COM	371901109	13,314,988	368,632	SH		SOLE		228,358	0	139,056
Genuine Parts Co	COM	372460105	13,321,346	85,983	SH		SOLE		53,443	0	32,239
GEO Group Inc Com	COM	36162J106	1,434,606	101,601	SH		SOLE		17,896	0	83,705
German American Bancorp Inc	COM	373865104	3,886,642	112,201	SH		SOLE		70,626	0	26,998
Global Payments Inc	COM	37940X102	14,915,119	111,590	SH		SOLE		111,590	0	0
GoDaddy Inc	COM	380237107	4,082,829	34,402	SH		SOLE		34,402	0	0
Great Southern Bancorp Inc	COM	390905107	650,878	11,873	SH		SOLE		2,124	0	9,749
Greif Inc	COM	397624107	996,806	14,436	SH		SOLE		2,494	0	11,942
Guess Inc	COM	401617105	1,281,553	40,723	SH		SOLE		7,172	0	33,551
Gulfport Energy Corp Common Sh	COM	402635502	893,790	5,582	SH		SOLE		983	0	4,599
H & E Equipment Services Inc	COM	404030108	4,915,610	76,591	SH		SOLE		48,095	0	18,516
H&R Block Inc	COM	093671105	2,428,981	49,460	SH		SOLE		9,325	0	40,135
Halliburton Co	COM	406216101	20,544,876	521,179	SH		SOLE		320,252	0	199,172
Hancock Whitney Corp	COM	410120109	4,447,280	96,596	SH		SOLE		61,275	0	22,951
Harley-Davidson Inc	COM	412822108	2,317,214	52,977	SH		SOLE		10,052	0	42,925
HCA Healthcare Inc	COM	40412C101	49,458,497	148,288	SH		SOLE		103,051	0	44,807
Helmerich & Payne Inc	COM	423452101	7,005,093	166,550	SH		SOLE		105,598	0	38,972
Hewlett Packard Enterprise Co	COM	42824C109	5,111,789	288,313	SH		SOLE		53,627	0	234,686
Hologic Inc	COM	436440101	46,227,863	592,969	SH		SOLE		337,333	0	253,833
Home Bancshares Inc	COM	436893200	2,379,064	96,828	SH		SOLE		60,182	0	23,433
Honeywell Intl Inc	COM	438516106	274,009	1,335	SH		SOLE		1,335	0	0
Independent Bank Corp	COM	453838609	665,767	26,263	SH		SOLE		5,168	0	21,095
Ingevity Corp	COM	45688C107	6,557,987	137,484	SH		SOLE		79,207	0	43,062
Ingredion Inc	COM	457187102	7,881,999	67,454	SH		SOLE		41,705	0	25,512
Innovative Industrial Properti	COM	45781V101	6,150,276	59,400	SH		SOLE		37,275	0	14,144
Installed Building Prods Inc	COM	45780R101	10,748,679	41,544	SH		SOLE		20,121	0	17,741
Integra Lifesciences Hldgs Cp	COM	457985208	3,828,210	107,989	SH		SOLE		68,615	0	25,345
International Paper Co	COM	460146103	11,433,016	293,004	SH		SOLE		149,351	0	142,866
Intl Business Machines Corp	COM	459200101	339,909	1,780	SH		SOLE		1,780	0	0
Intuit Inc	COM	461202103	81,708,900	125,706	SH		SOLE		77,617	0	47,644
Ipg Photonics Corp	COM	44980X109	7,063,119	77,882	SH		SOLE		49,129	0	18,500
Jacobs Solutions Inc	COM	46982L108	13,610,947	88,538	SH		SOLE		54,930	0	33,312
Janus Henderson Group PLC	COM	G4474Y214	1,254,425	38,140	SH		SOLE		7,387	0	30,753
Jefferies Financial Group Inc	COM	47233W109	1,724,442	39,103	SH		SOLE		7,147	0	31,956
Johnson & Johnson	COM	478160104	681,799	4,310	SH		SOLE		4,310	0	0
Johnson Controls Intl plc	COM	G51502105	9,624,706	147,347	SH		SOLE		147,347	0	0
JPMorgan Chase & Co	COM	46625H100	946,418	4,725	SH		SOLE		4,725	0	0
Kb Home Com	COM	48666K109	45,566,555	642,869	SH		SOLE		383,146	0	257,614
KBR Inc	COM	48242W106	4,192,329	65,855	SH		SOLE		12,004	0	53,851
KLA-Tencor Corp	COM	482480100	85,377,130	122,217	SH		SOLE		75,286	0	46,517
Knight-Swift Trans Holdings In	COM	499049104	13,278,747	241,344	SH		SOLE		150,224	0	90,288
Korn Ferry	COM	500643200	6,444,743	98,004	SH		SOLE		52,026	0	35,994
L3harris Technologies Inc	COM	502431109	8,598,798	40,351	SH		SOLE		40,351	0	0
Laboratory Corp of America Hol	COM	50540R409	38,213,023	174,920	SH		SOLE		108,118	0	66,209
Lam Research Corp	COM	512807108	86,165,629	88,687	SH		SOLE		54,958	0	33,433
Lamar Advertising Co	COM	512816109	2,915,276	24,414	SH		SOLE		24,414	0	0
Landstar System Inc	COM	515098101	3,378,890	17,529	SH		SOLE		3,221	0	14,308
Lear Corp	COM	521865204	13,558,160	93,582	SH		SOLE		58,066	0	35,198
Leidos Holdings Inc	COM	525327102	5,122,473	39,076	SH		SOLE		6,899	0	32,177
Lennar Corp	COM	526057104	46,331,412	269,400	SH		SOLE		166,819	0	101,689
Leslies Inc	COM	527064109	2,842,522	437,311	SH		SOLE		274,945	0	105,356
Light & Wonder Inc	COM	80874P109	40,761,066	399,266	SH		SOLE		247,206	0	150,679
Lilly Eli and Co	COM	532457108	661,266	850	SH		SOLE		850	0	0
Littelfuse Inc	COM	537008104	11,193,419	46,187	SH		SOLE		38,804	0	4,751
LKQ Corp	COM	501889208	8,498,546	159,119	SH		SOLE		159,119	0	0
Lockheed Martin Corp	COM	539830109	211,969	466	SH		SOLE		466	0	0
Lowe's Cos Inc	COM	548661107	8,002,343	31,415	SH		SOLE		31,415	0	0
LSB Industries Inc	COM	502160104	817,374	93,095	SH		SOLE		16,446	0	76,649
Lsi Industries Inc	COM	50216C108	1,339,904	88,618	SH		SOLE		15,377	0	73,241
Lucid Group Inc	COM	549498103	32,003	11,229	SH		SOLE		11,229	0	0
LyondellBasell Industries N.V.	COM	N53745100	7,995,739	78,175	SH		SOLE		48,652	0	29,253
Magnite Inc	COM	55955D100	1,120,892	104,269	SH		SOLE		18,191	0	86,078
Magnolia Oil & Gas Corp Cl A	COM	559663109	5,117,521	197,207	SH		SOLE		124,772	0	46,142
Marathon Oil Corp	COM	565849106	21,457,348	757,140	SH		SOLE		468,990	0	285,453
Marcus Corp	COM	566330106	895,671	62,810	SH		SOLE		11,699	0	51,111
Markel Group Inc	COM	570535104	20,689,085	13,598	SH		SOLE		13,598	0	0
Marriott Intl Inc	COM	571903202	43,619,605	172,881	SH		SOLE		107,301	0	64,977
Marriott Vacations Worldwide C	COM	57164Y107	6,992,323	64,906	SH		SOLE		48,492	0	10,500
Masco Corp	COM	574599106	14,384,005	182,353	SH		SOLE		112,276	0	69,486
Masterbrand Inc Common Stock	COM	57638P104	1,177,940	62,857	SH		SOLE		11,071	0	51,786
Mastercard Incorporated	COM	57636Q104	674,680	1,401	SH		SOLE		1,401	0	0
Mastercraft Boat Hldgs Inc	COM	57637H103	3,143,565	132,528	SH		SOLE		83,197	0	31,990
Matador Resources Co	COM	576485205	4,776,326	71,534	SH		SOLE		45,383	0	16,623
Matthews Intl Corp Cl A	COM	577128101	1,389,680	44,713	SH		SOLE		7,875	0	36,838
MaxLinear Inc	COM	57776J100	1,556,835	83,387	SH		SOLE		14,686	0	68,701
McKesson Corp	COM	58155Q103	40,278,781	75,028	SH		SOLE		46,507	0	28,257
Medtronic plc	COM	G5960L103	254,478	2,920	SH		SOLE		2,920	0	0
Mercantile Bank Corp	COM	587376104	682,004	17,719	SH		SOLE		3,485	0	14,234
Merchants Bancorp Ind Com	COM	58844R108	827,156	19,156	SH		SOLE		3,232	0	15,924
Meritage Homes Corp	COM	59001A102	7,061,212	40,244	SH		SOLE		25,663	0	9,364
Meta Platforms Inc	COM	30303M102	1,774,795	3,655	SH		SOLE		3,655	0	0
MetLife Inc	COM	59156R108	40,074,019	540,737	SH		SOLE		340,089	0	198,829
MGIC Inv Corp WI	COM	552848103	2,108,861	94,314	SH		SOLE		17,310	0	77,004
Micron Technology Inc	COM	595112103	101,232,968	858,707	SH		SOLE		537,274	0	318,417
Microsoft Corp	COM	594918104	85,771,345	203,868	SH		SOLE		130,758	0	72,403
Midland Sts Bancorp Inc	COM	597742105	653,782	26,016	SH		SOLE		4,774	0	21,242
Minerals Technologies Inc	COM	603158106	934,451	12,413	SH		SOLE		2,170	0	10,243
Molina Healthcare Inc	COM	60855R100	41,027,538	99,865	SH		SOLE		62,129	0	37,396
Molson Coors Brewing Co	COM	60871R209	44,507,665	661,824	SH		SOLE		388,836	0	270,786
Moodys Corp	COM	615369105	6,018,075	15,312	SH		SOLE		15,312	0	0
Moog Inc	COM	615394202	7,244,598	45,378	SH		SOLE		28,080	0	11,067
Mueller Industries Inc	COM	624756102	14,217,781	263,634	SH		SOLE		162,718	0	100,048
Murphy Oil Corp	COM	626717102	5,280,223	115,541	SH		SOLE		73,296	0	26,846
Murphy USA Inc	COM	626755102	46,068,822	109,897	SH		SOLE		65,219	0	44,327
National Storage Affiliates Tr	COM	637870106	11,216,990	286,440	SH		SOLE		180,888	0	67,775
Navient Corporation	COM	63938C108	762,781	43,838	SH		SOLE		7,722	0	36,116
NetApp Inc	COM	64110D104	86,268,230	821,837	SH		SOLE		511,824	0	307,241
NetScout Systems Inc	COM	64115T104	1,241,975	56,867	SH		SOLE		9,911	0	46,956
New Fortress Energy Inc Cl A	COM	644393100	13,755,680	449,679	SH		SOLE		277,833	0	170,559
New York Times Co Cl A	COM	650111107	2,535,328	58,661	SH		SOLE		10,933	0	47,728
Nexstar Media Group Inc	COM	65336K103	4,744,522	27,538	SH		SOLE		17,643	0	6,426
NiSource Inc	COM	65473P105	4,708,728	170,236	SH		SOLE		29,985	0	140,251
NMI Holdings Inc Cl A	COM	629209305	9,166,546	283,443	SH		SOLE		179,002	0	67,146
Nordstrom Inc	COM	655664100	2,369,279	116,886	SH		SOLE		21,882	0	95,004
Northwest Bancshares Inc	COM	667340103	807,392	69,304	SH		SOLE		11,542	0	57,762
Northwest Nat Holding Co	COM	66765N105	1,526,243	41,006	SH		SOLE		7,778	0	33,228
Northwestern Corp	COM	668074305	8,593,673	168,735	SH		SOLE		106,306	0	40,345
NRG Energy Inc	COM	629377508	14,619,618	215,979	SH		SOLE		133,008	0	82,259
Nucor Corp	COM	670346105	8,399,470	42,443	SH		SOLE		26,470	0	15,820
NVIDIA Corp	COM	67066G104	3,149,810	3,486	SH		SOLE		3,486	0	0
NVR Inc	COM	62944T105	3,337,184	412	SH		SOLE		85	0	327
O'Reilly Automotive Inc	COM	67103H107	43,710,233	38,720	SH		SOLE		24,143	0	14,445
O-I Glass Inc Com	COM	67098H104	1,143,582	68,932	SH		SOLE		11,827	0	57,105
Oceaneering Intl Inc	COM	675232102	1,549,899	66,235	SH		SOLE		11,666	0	54,569
OceanFirst Financial Corp	COM	675234108	2,752,811	167,752	SH		SOLE		106,287	0	39,463
OFG Bancorp Com	COM	67103X102	857,857	23,305	SH		SOLE		4,091	0	19,214
OGE Energy Corp	COM	670837103	12,626,791	368,128	SH		SOLE		227,819	0	139,046
Oil States Intl Inc	COM	678026105	1,089,236	176,824	SH		SOLE		31,433	0	145,391
Old Natl Bancorp	COM	680033107	1,583,213	90,937	SH		SOLE		16,056	0	74,881
Old Republic Intl Corp	COM	680223104	2,510,531	81,723	SH		SOLE		15,123	0	66,600
Olin Corp	COM	680665205	1,903,415	32,371	SH		SOLE		6,121	0	26,250
Olympic Steel Inc	COM	68162K106	764,016	10,779	SH		SOLE		1,991	0	8,788
ON Semiconductor Corp	COM	682189105	1,948,854	26,497	SH		SOLE		26,497	0	0
OneMain Holdings Inc	COM	68268W103	15,270,495	298,894	SH		SOLE		218,878	0	51,310
Oracle Corp	COM	68389X105	376,453	2,997	SH		SOLE		2,997	0	0
Oshkosh Corp	COM	688239201	14,625,490	117,276	SH		SOLE		72,783	0	44,067
OSI Systems Inc	COM	671044105	5,380,886	37,676	SH		SOLE		23,477	0	9,261
Ovintiv Inc	COM	69047Q102	22,234,168	428,404	SH		SOLE		247,950	0	179,134
Owens Corning	COM	690742101	11,448,151	68,634	SH		SOLE		35,005	0	33,440
Oxford Industries Inc	COM	691497309	4,800,379	42,708	SH		SOLE		22,502	0	16,065
Pacira Biosciences Inc	COM	695127100	1,647,511	56,383	SH		SOLE		9,930	0	46,453
Packaging Corp of America	COM	695156109	8,353,166	44,015	SH		SOLE		27,385	0	16,477
Parker-Hannifin Corp	COM	701094104	14,239,340	25,620	SH		SOLE		15,954	0	9,578
Patrick Industries Inc	COM	703343103	1,226,360	10,265	SH		SOLE		1,827	0	8,438
Patterson-UTI Energy Inc	COM	703481101	4,580,219	383,603	SH		SOLE		241,446	0	94,630
Paychex Inc	COM	704326107	83,765,809	682,132	SH		SOLE		420,635	0	259,129
PBF Energy Inc	COM	69318G106	1,718,983	29,859	SH		SOLE		5,259	0	24,600
Peoples Bancorp Inc	COM	709789101	699,003	23,607	SH		SOLE		4,179	0	19,428
PepsiCo Inc	COM	713448108	443,825	2,536	SH		SOLE		2,536	0	0
Philip Morris Intl Inc	COM	718172109	38,642,384	421,768	SH		SOLE		262,000	0	158,284
Photronics Inc	COM	719405102	5,819,788	205,501	SH		SOLE		129,456	0	48,956
Pinnacle Financial Partners In	COM	72346Q104	14,358,363	167,191	SH		SOLE		117,481	0	32,658
Pinnacle West Capital Corp	COM	723484101	13,224,370	176,962	SH		SOLE		109,278	0	67,069
Piper Sandler Companies	COM	724078100	882,487	4,446	SH		SOLE		776	0	3,670
Popular Inc	COM	733174700	1,749,996	19,866	SH		SOLE		3,672	0	16,194
Portland General Electric Co	COM	736508847	9,582,006	228,143	SH		SOLE		143,946	0	54,559
Post Holdings Inc	COM	737446104	42,463,324	399,542	SH		SOLE		234,872	0	163,409
PPL Corp	COM	69351T106	12,571,630	456,652	SH		SOLE		284,007	0	171,051
Preferred Bank Los Angeles CA	COM	740367404	765,858	9,976	SH		SOLE		1,759	0	8,217
Premier Inc	COM	74051N102	2,256,719	102,114	SH		SOLE		18,818	0	83,296
Prestige Consmr Healthcare Inc	COM	74112D101	6,018,489	82,945	SH		SOLE		52,614	0	19,311
Primo Water Corporation	COM	74167P108	6,645,667	364,946	SH		SOLE		231,655	0	84,526
Principal Financial Group Inc	COM	74251V102	2,085,940	24,168	SH		SOLE		4,645	0	19,523
Procter & Gamble Co	COM	742718109	667,334	4,113	SH		SOLE		4,113	0	0
Prog Holdings Inc	COM	74319R101	4,184,942	121,514	SH		SOLE		60,931	0	49,296
Propetro Holding Corp	COM	74347M108	1,274,830	157,776	SH		SOLE		27,161	0	130,615
Prosperity Bancshares Inc	COM	743606105	11,858,687	180,278	SH		SOLE		112,978	0	43,467
Prudential Financial Inc	COM	744320102	42,055,028	358,220	SH		SOLE		222,947	0	134,023
PulteGroup Inc	COM	745867101	50,416,386	417,977	SH		SOLE		246,701	0	169,987
PVH Corp	COM	693656100	44,155,196	314,026	SH		SOLE		194,489	0	118,505
QCR Holdings Inc	COM	74727A104	4,228,779	69,621	SH		SOLE		38,693	0	23,764
QUALCOMM Inc	COM	747525103	369,751	2,184	SH		SOLE		2,184	0	0
Qualys Inc	COM	74758T303	2,482,859	14,879	SH		SOLE		2,579	0	12,300
Quanex Building Products Corp	COM	747619104	8,630,571	224,579	SH		SOLE		131,729	0	66,316
Quest Diagnostics Inc	COM	74834L100	5,265,033	39,554	SH		SOLE		7,284	0	32,270
Quidel Corp	COM	219798105	5,488,842	114,494	SH		SOLE		72,722	0	26,845
Ralph Lauren Corp	COM	751212101	42,229,665	224,913	SH		SOLE		139,086	0	85,055
Ramaco Resources Inc Cl A	COM	75134P600	4,350,698	258,355	SH		SOLE		159,992	0	62,816
Ramaco Resources Inc Cl B	COM	75134P501	787,374	62,739	SH		SOLE		30,963	0	20,517
Range Resources Corp	COM	75281A109	20,138,933	584,924	SH		SOLE		364,046	0	218,919
RBB Bancorp	COM	74930B105	1,285,428	71,373	SH		SOLE		44,837	0	16,676
Regions Financial Corp	COM	7591EP100	43,693,662	2,076,695	SH		SOLE		1,223,482	0	846,228
Reliance Inc Com	COM	759509102	11,048,325	33,061	SH		SOLE		17,364	0	15,611
Republic Services Inc	COM	760759100	13,017,154	67,996	SH		SOLE		67,996	0	0
Rex American Resources Corp	COM	761624105	958,734	16,330	SH		SOLE		2,874	0	13,456
Rhythm Pharmaceuticals Inc	COM	76243J105	3,200,918	73,873	SH		SOLE		46,276	0	18,553
RingCentral Inc Cl A	COM	76680R206	1,750,097	50,377	SH		SOLE		9,522	0	40,855
Royal Caribbean Group	COM	V7780T103	46,041,502	331,210	SH		SOLE		204,711	0	125,370
Rtx Corporation Com	COM	75513E101	271,524	2,784	SH		SOLE		2,784	0	0
Ryder System Inc	COM	783549108	13,879,301	115,478	SH		SOLE		71,197	0	43,870
Ryerson Holding Corp	COM	783754104	823,866	24,593	SH		SOLE		4,354	0	20,239
Sabra Health Care REIT Inc	COM	78573L106	5,274,958	357,140	SH		SOLE		218,800	0	89,061
Salesforce Inc	COM	79466L302	520,740	1,729	SH		SOLE		1,729	0	0
Sandy Spring Bancorp Inc	COM	800363103	2,041,486	88,071	SH		SOLE		56,467	0	20,338
Sanmina Corporation Com	COM	801056102	5,276,346	84,856	SH		SOLE		53,393	0	20,186
SBA Communications Corp	COM	78410G104	6,884,992	31,772	SH		SOLE		31,772	0	0
Schlumberger Ltd	COM	806857108	7,307,598	133,326	SH		SOLE		133,326	0	0
Science Applications Intl Corp	COM	808625107	10,954,585	84,014	SH		SOLE		45,462	0	29,598
Scotts Miracle-Gro Co Cl A	COM	810186106	9,022,406	120,960	SH		SOLE		64,293	0	44,118
Sealed Air Corp	COM	81211K100	4,527,910	121,718	SH		SOLE		121,718	0	0
Select Med Holdings Corp	COM	81619Q105	2,264,355	75,103	SH		SOLE		13,228	0	61,875
Select Water Solutions Inc Cl	COM	81617J301	1,219,440	132,117	SH		SOLE		23,217	0	108,900
ServiceNow Inc	COM	81762P102	305,722	401	SH		SOLE		401	0	0
Servisfirst Bancshares Inc	COM	81768T108	1,749,250	26,360	SH		SOLE		16,647	0	6,413
Shell PLC Spon ADS	COM	780259305	19,513,869	291,078	SH		SOLE		180,166	0	109,889
Signet Jewelers Limited	COM	G81276100	7,709,793	77,044	SH		SOLE		48,687	0	18,234
Six Flags Entertainment Corp	COM	83001A102	4,516,459	171,598	SH		SOLE		106,266	0	41,763
SLM Corp	COM	78442P106	1,748,931	80,263	SH		SOLE		80,263	0	0
SM Energy Co	COM	78454L100	28,206,925	565,836	SH		SOLE		350,288	0	197,526
Smart Global Holdings Inc	COM	G8232Y101	1,828,319	69,465	SH		SOLE		12,234	0	57,231
Snap-on Inc	COM	833034101	14,021,574	47,335	SH		SOLE		29,295	0	17,876
Sonoco Products Co	COM	835495102	7,943,456	137,335	SH		SOLE		85,142	0	51,696
South State Corp	COM	840441109	10,171,374	119,621	SH		SOLE		82,954	0	24,040
SS&C Technologies Holdings Inc	COM	78467J100	3,175,372	49,330	SH		SOLE		9,158	0	40,172
STAG Industrial Inc	COM	85254J102	21,868,208	568,892	SH		SOLE		400,600	0	108,351
State Street Corp	COM	857477103	40,596,479	525,045	SH		SOLE		324,611	0	198,577
Steel Dynamics Inc	COM	858119100	9,036,100	60,960	SH		SOLE		38,008	0	22,746
Stifel Financial Corp	COM	860630102	1,542,216	19,729	SH		SOLE		3,746	0	15,983
Stryker Corp	COM	863667101	267,329	747	SH		SOLE		747	0	0
Super Micro Computer Inc	COM	86800U104	90,005,793	89,112	SH		SOLE		55,570	0	33,231
Sylvamo Corp Common Stock	COM	871332102	1,142,128	18,499	SH		SOLE		3,259	0	15,240
Synchrony Financial	COM	87165B103	42,015,783	974,392	SH		SOLE		590,289	0	380,771
Synovus Financial Corp	COM	87161C501	39,913,060	996,332	SH		SOLE		613,789	0	379,124
Sysco Corp	COM	871829107	12,816,211	157,874	SH		SOLE		157,874	0	0
T-Mobile US Inc	COM	872590104	13,447,369	82,388	SH		SOLE		50,250	0	31,884
Taylor Morrison Home Corp	COM	87724P106	2,251,051	36,208	SH		SOLE		6,416	0	29,792
Td Synnex Corporation	COM	87162W100	2,928,611	25,894	SH		SOLE		5,001	0	20,893
Teledyne Technologies Inc	COM	879360105	3,628,613	8,452	SH		SOLE		8,452	0	0
Tenet Healthcare Corp New	COM	88033G407	49,208,087	468,158	SH		SOLE		266,748	0	199,955
Teradata Corp	COM	88076W103	1,840,344	47,591	SH		SOLE		8,889	0	38,702
Tesla Inc	COM	88160R101	395,352	2,249	SH		SOLE		2,249	0	0
Tetra Technologies Inc Com	COM	88162F105	1,058,464	238,931	SH		SOLE		43,234	0	195,697
Texas Instruments Inc	COM	882508104	13,959,796	80,132	SH		SOLE		80,132	0	0
The Cigna Group Com	COM	125523100	51,663,051	142,248	SH		SOLE		97,674	0	44,180
The Clorox Co	COM	189054109	3,404,401	22,235	SH		SOLE		4,138	0	18,097
The Goldman Sachs Group Inc	COM	38141G104	40,568,559	97,126	SH		SOLE		60,802	0	35,976
The Hanover Insurance Group In	COM	410867105	9,023,850	66,269	SH		SOLE		42,101	0	15,503
The Hartford Financial Service	COM	416515104	40,168,375	389,795	SH		SOLE		241,058	0	147,382
The Home Depot Inc	COM	437076102	231,311	603	SH		SOLE		603	0	0
The Odp Corp	COM	88337F105	1,235,747	23,294	SH		SOLE		4,111	0	19,183
The Timken Co	COM	887389104	16,596,749	189,829	SH		SOLE		102,190	0	87,117
The TJX Cos Inc	COM	872540109	261,664	2,580	SH		SOLE		2,580	0	0
The Walt Disney Co	COM	254687106	438,661	3,585	SH		SOLE		3,585	0	0
The Western Union Co	COM	959802109	42,240,305	3,021,481	SH		SOLE		1,872,598	0	1,139,008
Thermo Fisher Scientific Inc	COM	883556102	431,258	742	SH		SOLE		742	0	0
Thermon Group Holdings Inc	COM	88362T103	1,619,869	49,507	SH		SOLE		8,719	0	40,788
Toll Brothers Inc	COM	889478103	48,730,445	376,675	SH		SOLE		222,231	0	153,215
TOTAL SE SPONSORED ADS	COM	89151E109	19,733,493	286,699	SH		SOLE		175,883	0	109,872
TransDigm Group Inc	COM	893641100	89,513,919	72,681	SH		SOLE		45,449	0	26,993
TreeHouse Foods Inc	COM	89469A104	1,406,056	36,099	SH		SOLE		6,358	0	29,741
Trinet Group Inc	COM	896288107	18,935,471	142,920	SH		SOLE		88,483	0	48,686
Trustmark Corp	COM	898402102	905,536	32,214	SH		SOLE		5,624	0	26,590
TTM Technologies Inc	COM	87305R109	2,659,061	169,908	SH		SOLE		106,089	0	41,312
Turning Point Brands Inc	COM	90041L105	857,084	29,252	SH		SOLE		5,217	0	24,035
Ufp Industries Inc	COM	90278Q108	8,711,199	70,817	SH		SOLE		43,827	0	26,742
UGI Corp	COM	902681105	12,606,541	513,714	SH		SOLE		317,465	0	194,502
Union Pacific Corp	COM	907818108	5,785,995	23,527	SH		SOLE		23,527	0	0
United Parcel Service Inc Cl B	COM	911312106	220,567	1,484	SH		SOLE		1,484	0	0
United Rentals Inc	COM	911363109	14,062,366	19,501	SH		SOLE		12,168	0	7,267
United Therapeutics Corp	COM	91307C102	39,178,516	170,549	SH		SOLE		105,673	0	64,286
UnitedHealth Group Inc	COM	91324P102	9,785,661	19,781	SH		SOLE		19,781	0	0
Unitil Corp	COM	913259107	1,217,713	23,261	SH		SOLE		4,097	0	19,164
Universal Health Services Inc	COM	913903100	9,184,854	50,339	SH		SOLE		28,235	0	22,104
Univest Financial Corporation	COM	915271100	666,594	32,017	SH		SOLE		5,504	0	26,513
Unum Group	COM	91529Y106	43,365,168	808,147	SH		SOLE		479,899	0	325,551
US Foods Holding Corp	COM	912008109	6,311,252	116,940	SH		SOLE		116,940	0	0
Valmont Industries Inc	COM	920253101	4,821,958	21,123	SH		SOLE		13,384	0	4,971
Varex Imaging Corp	COM	92214X106	1,421,049	78,511	SH		SOLE		13,828	0	64,683
Vector Group Ltd	COM	92240M108	1,142,010	104,198	SH		SOLE		18,352	0	85,846
Verint Systems Inc	COM	92343X100	2,906,990	87,692	SH		SOLE		55,301	0	21,018
Veritex Holdings Inc	COM	923451108	2,298,629	112,183	SH		SOLE		70,615	0	26,314
Verizon Communications Inc	COM	92343V104	13,934,832	332,098	SH		SOLE		206,137	0	124,922
Vestis Corporation Com	COM	29430C102	3,890,517	201,895	SH		SOLE		201,895	0	0
Victory Cap Holdings Inc Cl A	COM	92645B103	792,083	18,668	SH		SOLE		3,511	0	15,157
Virtu Financial Inc	COM	928254101	832,620	40,576	SH		SOLE		6,689	0	33,887
Visa Inc	COM	92826C839	748,772	2,683	SH		SOLE		2,683	0	0
Vista Outdoor Inc	COM	928377100	1,132,320	34,543	SH		SOLE		5,959	0	28,584
Vistra Energy Corp	COM	92840M102	19,704,890	282,913	SH		SOLE		143,849	0	138,339
Vontier Corporation	COM	928881101	14,565,096	321,100	SH		SOLE		199,908	0	120,130
Wabash Natl Corp	COM	929566107	1,083,678	36,195	SH		SOLE		6,648	0	29,547
Walmart Inc	COM	931142103	467,100	7,763	SH		SOLE		7,763	0	0
Waste Management Inc	COM	94106L109	6,664,561	31,267	SH		SOLE		31,267	0	0
Wells Fargo & Co	COM	949746101	42,320,885	730,174	SH		SOLE		453,681	0	274,099
WESCO Intl Inc	COM	95082P105	4,766,209	27,827	SH		SOLE		4,749	0	23,078
Westlake Corporation	COM	960413102	10,898,155	71,323	SH		SOLE		37,416	0	33,705
Wintrust Financial Corp	COM	97650W108	1,734,127	16,612	SH		SOLE		3,050	0	13,562
World Acceptance Corp	COM	981419104	649,655	4,481	SH		SOLE		789	0	3,692
Worthington Industries Inc	COM	981811102	5,409,467	86,927	SH		SOLE		46,313	0	31,522
Worthington Stl Inc	COM	982104101	2,345,629	65,429	SH		SOLE		41,704	0	15,173
WSFS Financial Corp	COM	929328102	2,876,998	63,735	SH		SOLE		40,617	0	15,142
Wynn Resorts Ltd	COM	983134107	3,893,123	38,082	SH		SOLE		7,118	0	30,964
Xerox Corp	COM	98421M106	2,194,504	122,598	SH		SOLE		21,444	0	101,154
Yeti Holdings Inc	COM	98585X104	3,916,333	101,591	SH		SOLE		63,565	0	24,655
Zebra Technologies Corp	COM	989207105	1,163,558	3,860	SH		SOLE		3,860	0	0
Ziff Davis Inc Com	COM	48123V102	1,320,499	20,947	SH		SOLE		3,654	0	17,293
Zimmer Biomet Holdings Inc	COM	98956P102	12,850,233	97,365	SH		SOLE		97,365	0	0
Zions Bancorporation	COM	989701107	40,316,344	928,948	SH		SOLE		577,621	0	348,003