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	12,580,501	92,030	SH		SOLE		58,266	0	33,764
A10 Networks Inc	COM	002121101	1,358,284	94,064	SH		SOLE		17,594	0	76,470
Abbott Laboratories	COM	002824100	359,474	3,153	SH		SOLE		3,153	0	0
AbbVie Inc	COM	00287Y109	32,495,729	164,552	SH		SOLE		104,552	0	60,000
Abercrombie & Fitch Co	COM	002896207	50,710,812	362,479	SH		SOLE		215,541	0	146,938
ABM Industries Inc	COM	000957100	2,979,674	56,476	SH		SOLE		34,808	0	21,668
Accenture plc	COM	G1151C101	13,940,544	39,438	SH		SOLE		39,438	0	0
Acco Brands Corp	COM	00081T108	983,533	179,805	SH		SOLE		36,333	0	143,472
ACI Worldwide Inc	COM	004498101	3,085,914	60,627	SH		SOLE		39,242	0	21,385
Acuity Brands Inc	COM	00508Y102	13,522,200	49,102	SH		SOLE		31,166	0	17,936
Adeia Inc	COM	00676P107	1,252,789	105,188	SH		SOLE		21,058	0	84,130
Adobe Inc	COM	00724F101	414,742	801	SH		SOLE		801	0	0
ADT Inc	COM	00090Q103	2,408,725	333,157	SH		SOLE		69,929	0	263,228
Adtalem Global Education Inc	COM	00737L103	6,473,089	85,759	SH		SOLE		46,123	0	39,636
Advance Auto Parts Inc	COM	00751Y106	1,034,756	26,539	SH		SOLE		16,708	0	9,831
Advansix Inc	COM	00773T101	1,076,212	35,425	SH		SOLE		6,657	0	28,768
AECOM	COM	00766T100	5,039,576	48,800	SH		SOLE		9,993	0	38,807
AerCap Holdings NV	COM	N00985106	40,517,048	427,756	SH		SOLE		271,123	0	156,633
Affiliated Managers Group	COM	008252108	1,419,377	7,983	SH		SOLE		1,684	0	6,299
AGCO Corp	COM	001084102	13,012,542	132,971	SH		SOLE		83,247	0	49,724
Air Lease Corp Cl A	COM	00912X302	3,245,481	71,660	SH		SOLE		46,199	0	25,461
Alamo Group Inc	COM	011311107	3,945,207	21,902	SH		SOLE		14,029	0	7,873
Alaska Air Group Inc	COM	011659109	760,387	16,819	SH		SOLE		14,195	0	2,624
Algonquin Power Utilities Corp	COM	015857105	3,586,449	658,064	SH		SOLE		126,955	0	531,109
Alight Inc Cl A	COM	01626W101	4,774,717	645,232	SH		SOLE		348,415	0	296,817
Alkermes plc	COM	G01767105	3,091,607	110,454	SH		SOLE		22,422	0	88,032
Alliant Energy Corp	COM	018802108	1,795,453	29,584	SH		SOLE		24,927	0	4,657
Allison Transmission Holdings	COM	01973R101	19,755,162	205,633	SH		SOLE		131,358	0	74,275
Ally Financial Inc	COM	02005N100	49,659,012	1,395,308	SH		SOLE		920,095	0	475,213
Alpha & Omega Semiconductor Lt	COM	G6331P104	1,822,035	49,085	SH		SOLE		8,780	0	40,305
Alpha Metallurgical Resource I	COM	020764106	900,318	3,812	SH		SOLE		738	0	3,074
Alphabet Inc Cap Stock Cl A	COM	02079K305	64,059,397	386,249	SH		SOLE		252,165	0	134,084
Altria Group Inc	COM	02209S103	200,383	3,926	SH		SOLE		3,926	0	0
Amazon.com Inc	COM	023135106	2,631,725	14,124	SH		SOLE		14,124	0	0
Amcor PLC	COM	G0250X107	7,171,210	632,940	SH		SOLE		398,817	0	234,123
Amdocs Ltd	COM	G02602103	62,169,587	710,672	SH		SOLE		430,764	0	279,908
AMENTUM HOLDINGS INC COM	COM	023939101	2,694,230	83,542	SH		SOLE		52,881	0	30,661
American Eagle Outfitters Inc	COM	02553E106	2,649,857	118,350	SH		SOLE		22,630	0	95,720
American Express Co	COM	025816109	251,131	926	SH		SOLE		926	0	0
American Tower Corp	COM	03027X100	11,812,188	50,792	SH		SOLE		50,792	0	0
Ameriprise Financial Inc	COM	03076C106	40,690,244	86,610	SH		SOLE		54,548	0	32,062
Amgen Inc	COM	031162100	259,057	804	SH		SOLE		804	0	0
Amicus Therapeutics Inc	COM	03152W109	2,016,224	188,785	SH		SOLE		119,961	0	68,824
AMN Healthcare Services Inc	COM	001744101	2,195,039	51,782	SH		SOLE		32,795	0	18,987
Amphenol Corp	COM	032095101	60,650,342	930,791	SH		SOLE		587,506	0	343,285
ANI Pharmaceuticals Inc	COM	00182C103	3,500,968	58,682	SH		SOLE		25,350	0	33,332
AON PLC Cl A	COM	G0403H108	7,871,964	22,752	SH		SOLE		22,752	0	0
APA Corporation	COM	03743Q108	9,941,131	406,424	SH		SOLE		396,737	0	9,687
Apogee Enterprises Inc	COM	037598109	1,252,848	17,894	SH		SOLE		3,519	0	14,375
Apple Inc	COM	037833100	66,128,429	283,813	SH		SOLE		187,680	0	96,133
Applied Industrial Technologie	COM	03820C105	3,743,675	16,778	SH		SOLE		3,469	0	13,309
Applied Materials Inc	COM	038222105	61,986,313	306,787	SH		SOLE		193,133	0	113,654
Aramark	COM	03852U106	2,995,223	77,336	SH		SOLE		14,867	0	62,469
Arch Capital Group Ltd	COM	G0450A105	12,921,245	115,492	SH		SOLE		111,685	0	3,807
Arch Resources Inc	COM	03940R107	3,403,710	24,636	SH		SOLE		13,105	0	11,531
Ardmore Shipping Corp	COM	Y0207T100	1,428,126	78,902	SH		SOLE		14,532	0	64,370
Arista Networks Inc	COM	040413106	66,469,948	173,180	SH		SOLE		109,092	0	64,088
Assurant Inc	COM	04621X108	1,827,126	9,188	SH		SOLE		7,661	0	1,527
AT&T Inc	COM	00206R102	239,932	10,906	SH		SOLE		10,906	0	0
Atkore Intl Group Inc	COM	047649108	13,568,315	160,117	SH		SOLE		105,014	0	55,103
Autoliv Inc	COM	052800109	11,201,786	119,972	SH		SOLE		75,667	0	44,305
AvalonBay Communities Inc	COM	053484101	955,060	4,240	SH		SOLE		3,572	0	668
Avantor Inc	COM	05352A100	1,665,795	64,391	SH		SOLE		54,115	0	10,276
Avient Corporation	COM	05368V106	3,546,956	70,488	SH		SOLE		45,593	0	24,895
Axalta Coating Systems Ltd	COM	G0750C108	3,829,807	105,825	SH		SOLE		22,999	0	82,826
Axis Capital Holdings Ltd	COM	G0692U109	12,484,679	156,823	SH		SOLE		92,679	0	64,144
Baker Hughes Company	COM	05722G100	22,484,071	621,966	SH		SOLE		391,861	0	230,105
Bank of America Corp	COM	060505104	418,664	10,551	SH		SOLE		10,551	0	0
Bank of NT Butterfield & Son L	COM	G0772R208	836,844	22,691	SH		SOLE		4,535	0	18,156
Beacon Roofing Supply Inc	COM	073685109	4,064,544	47,027	SH		SOLE		29,759	0	17,268
Belden Inc	COM	077454106	3,858,028	32,938	SH		SOLE		21,576	0	11,362
Berkshire Hathaway Inc	COM	084670702	14,968,576	32,522	SH		SOLE		32,522	0	0
Berry Global Group Inc	COM	08579W103	7,383,852	108,618	SH		SOLE		68,489	0	40,129
Berry Pete Corp	COM	08579X101	405,644	78,919	SH		SOLE		15,139	0	63,780
Biogen Inc	COM	09062X103	29,591,808	152,661	SH		SOLE		95,536	0	57,125
BlackRock Inc	COM	09247X101	229,781	242	SH		SOLE		242	0	0
Bloomin' Brands Inc	COM	094235108	2,626,733	158,907	SH		SOLE		100,351	0	58,556
Blue Bird Corp	COM	095306106	1,260,293	26,278	SH		SOLE		4,833	0	21,445
Boise Cascade Co	COM	09739D100	15,361,886	108,965	SH		SOLE		61,968	0	46,997
Booking Holdings Inc	COM	09857L108	290,636	69	SH		SOLE		69	0	0
Booz Allen Hamilton Holding Co	COM	099502106	58,958,020	362,239	SH		SOLE		227,483	0	134,756
BorgWarner Inc	COM	099724106	13,306,999	366,685	SH		SOLE		232,240	0	134,445
Boston Beer Inc	COM	100557107	2,015,595	6,971	SH		SOLE		1,555	0	5,416
BP p.l.c.	COM	055622104	20,281,142	646,102	SH		SOLE		404,402	0	241,700
Brinker Intl Inc	COM	109641100	2,556,944	33,411	SH		SOLE		6,775	0	26,636
Bristol-Myers Squibb Co	COM	110122108	33,026,780	638,322	SH		SOLE		402,774	0	235,548
Broadcom Inc	COM	11135F101	1,243,553	7,209	SH		SOLE		7,209	0	0
Brown & Brown Inc	COM	115236101	2,147,939	20,733	SH		SOLE		17,334	0	3,399
Builders FirstSource Inc	COM	12008R107	10,249,378	52,870	SH		SOLE		35,467	0	17,403
Byline Bancorp Inc	COM	124411109	724,985	27,082	SH		SOLE		5,472	0	21,610
CACI International Inc	COM	127190304	3,603,063	7,141	SH		SOLE		1,476	0	5,665
Cadence Bank Com	COM	12740C103	5,871,325	184,343	SH		SOLE		116,643	0	67,700
Cadence Design Systems Inc	COM	127387108	59,407,066	219,190	SH		SOLE		136,674	0	82,516
Calavo Growers Inc	COM	128246105	975,726	34,200	SH		SOLE		6,491	0	27,709
California Resources Corp Stoc	COM	13057Q305	884,172	16,851	SH		SOLE		3,338	0	13,513
Cal-Maine Foods Inc	COM	128030202	3,667,684	49,007	SH		SOLE		31,688	0	17,319
Cannae Holdings Inc	COM	13765N107	4,301,537	225,684	SH		SOLE		143,057	0	82,627
Capital Bancorp Inc MD Com	COM	139737100	1,841,145	71,612	SH		SOLE		45,921	0	25,691
Cardinal Health Inc	COM	14149Y108	30,819,607	278,860	SH		SOLE		175,554	0	103,306
Carlisle Cos Inc	COM	142339100	20,476,668	45,529	SH		SOLE		33,884	0	11,645
CarMax Inc	COM	143130102	11,032,918	142,581	SH		SOLE		137,604	0	4,977
Carnival Corp	COM	143658300	4,892,173	264,728	SH		SOLE		59,067	0	205,661
Carter's Inc	COM	146229109	1,946,216	29,951	SH		SOLE		6,129	0	23,822
Caseys General Stores Inc	COM	147528103	48,646,931	129,480	SH		SOLE		81,713	0	47,767
Caterpillar Inc	COM	149123101	342,230	875	SH		SOLE		875	0	0
Cathay General Bancorp	COM	149150104	2,662,170	61,983	SH		SOLE		28,486	0	33,497
Cboe Global Markets Inc	COM	12503M108	2,089,674	10,200	SH		SOLE		2,277	0	7,923
Cencora Inc Com	COM	03073E105	30,212,713	134,231	SH		SOLE		84,689	0	49,542
Centene Corp	COM	15135B101	31,327,923	416,152	SH		SOLE		261,105	0	155,047
CF Industries Holdings Inc	COM	125269100	7,608,487	88,677	SH		SOLE		55,955	0	32,722
Chesapeake Energy Corp	COM	165167735	26,184,946	318,358	SH		SOLE		191,649	0	126,709
Chesapeake Utilities Corp	COM	165303108	6,743,549	54,309	SH		SOLE		35,360	0	18,949
Chevron Corp	COM	166764100	425,168	2,887	SH		SOLE		2,887	0	0
Chubb Limited	COM	H1467J104	226,963	787	SH		SOLE		787	0	0
Cisco Systems Inc	COM	17275R102	395,212	7,426	SH		SOLE		7,426	0	0
Citigroup Inc	COM	172967424	39,474,183	630,578	SH		SOLE		397,762	0	232,816
Clearwater Paper Corp	COM	18538R103	3,510,163	122,991	SH		SOLE		77,433	0	45,558
CMS Energy Corp	COM	125896100	2,158,453	30,560	SH		SOLE		25,614	0	4,946
CNX Resources Corp	COM	12653C108	5,227,648	160,505	SH		SOLE		89,375	0	71,130
Collegium Pharmaceutical Inc	COM	19459J104	1,680,956	43,503	SH		SOLE		9,308	0	34,195
Columbia Sportswear Co	COM	198516106	2,437,051	29,295	SH		SOLE		18,403	0	10,892
Columbus McKinnon Corporation	COM	199333105	1,509,012	41,917	SH		SOLE		7,919	0	33,998
Comcast Corp	COM	20030N101	328,855	7,873	SH		SOLE		7,873	0	0
Comerica Inc	COM	200340107	3,277,077	54,700	SH		SOLE		54,700	0	0
Commerce Bancshares Inc	COM	200525103	1,866,645	31,425	SH		SOLE		6,452	0	24,973
Commercial Metals Co	COM	201723103	9,689,283	176,297	SH		SOLE		93,763	0	82,534
Community Trust Bancorp Inc	COM	204149108	690,125	13,897	SH		SOLE		2,776	0	11,121
CommVault Systems Inc	COM	204166102	2,894,072	18,811	SH		SOLE		3,646	0	15,165
Conagra Brands Inc	COM	205887102	3,828,742	117,735	SH		SOLE		24,203	0	93,532
Conmed Corp	COM	207410101	3,199,649	44,489	SH		SOLE		29,173	0	15,316
ConocoPhillips	COM	20825C104	228,247	2,168	SH		SOLE		2,168	0	0
Core & Main Inc Cl A	COM	21874C102	13,420,078	302,254	SH		SOLE		190,700	0	111,554
Corebridge Financial Inc	COM	21871X109	2,076,921	71,225	SH		SOLE		13,877	0	57,348
Corecivic Inc	COM	21871N101	1,227,607	97,044	SH		SOLE		20,005	0	77,039
Corporate Office Properties Tr	COM	22002T108	5,653,482	186,399	SH		SOLE		119,936	0	66,463
Costco Wholesale Corp	COM	22160K105	212,765	240	SH		SOLE		240	0	0
Cracker Barrel Old Country Sto	COM	22410J106	1,426,756	31,461	SH		SOLE		5,936	0	25,525
Credit Acceptance Corp	COM	225310101	1,160,430	2,617	SH		SOLE		485	0	2,132
Cross Country Healthcare Inc	COM	227483104	1,265,766	94,179	SH		SOLE		20,283	0	73,896
Crossfirst Bankshares Inc	COM	22766M109	662,176	39,675	SH		SOLE		7,233	0	32,442
CSG Systems Intl Inc	COM	126349109	1,408,466	28,951	SH		SOLE		5,877	0	23,074
Cummins Inc	COM	231021106	12,990,779	40,121	SH		SOLE		25,249	0	14,872
Customers Bancorp Inc	COM	23204G100	2,524,139	54,341	SH		SOLE		34,238	0	20,103
D.R. Horton Inc	COM	23331A109	49,181,460	257,805	SH		SOLE		163,230	0	94,575
Danaher Corp	COM	235851102	342,243	1,231	SH		SOLE		1,231	0	0
DaVita Inc	COM	23918K108	39,096,321	238,494	SH		SOLE		136,970	0	101,524
Deckers Outdoor Corp	COM	243537107	48,529,245	304,354	SH		SOLE		190,454	0	113,900
Deere & Co	COM	244199105	4,727,514	11,328	SH		SOLE		11,328	0	0
Delek US Holdings Inc Com	COM	24665A103	550,556	29,363	SH		SOLE		5,733	0	23,630
Diageo PLC Sp ADR	COM	25243Q205	8,667,819	61,763	SH		SOLE		61,763	0	0
Diamondback Energy Inc	COM	25278X109	7,015,301	40,692	SH		SOLE		39,755	0	937
Dicks Sporting Goods Inc	COM	253393102	44,450,178	212,986	SH		SOLE		134,021	0	78,965
Dillard's Inc	COM	254067101	2,328,998	6,070	SH		SOLE		1,215	0	4,855
Diodes Inc	COM	254543101	3,729,718	58,195	SH		SOLE		36,120	0	22,075
Dollar General Corp	COM	256677105	9,733,669	115,096	SH		SOLE		112,376	0	2,720
Dominion Energy Inc	COM	25746U109	13,959,463	241,555	SH		SOLE		152,618	0	88,937
Donnelley Financial Solutions	COM	25787G100	2,187,860	33,235	SH		SOLE		21,390	0	11,845
Douglas Dynamics Inc	COM	25960R105	3,369,062	122,156	SH		SOLE		78,534	0	43,622
Dover Corp	COM	260003108	17,760,684	92,629	SH		SOLE		66,597	0	26,032
DROPBOX INC	COM	26210C104	3,607,958	141,878	SH		SOLE		29,103	0	112,775
Dt Midstream Inc Common Stock	COM	23345M107	1,294,350	16,455	SH		SOLE		13,773	0	2,682
Duke Energy Corp	COM	26441C204	13,768,434	119,414	SH		SOLE		75,739	0	43,675
DXC Technology Co	COM	23355L106	2,066,015	99,567	SH		SOLE		20,199	0	79,368
East West Bancorp Inc	COM	27579R104	5,353,857	64,707	SH		SOLE		64,707	0	0
Eastman Chemical Co	COM	277432100	11,771,207	105,147	SH		SOLE		52,260	0	52,887
Ecovyst Inc	COM	27923Q109	3,759,670	548,857	SH		SOLE		347,350	0	201,507
Edgewell Pers Care Co	COM	28035Q102	1,286,036	35,389	SH		SOLE		7,309	0	28,080
Element Solutions Inc	COM	28618M106	3,053,653	112,432	SH		SOLE		71,776	0	40,656
Elevance Health Inc	COM	036752103	30,639,960	58,923	SH		SOLE		37,108	0	21,815
EMCOR Group Inc	COM	29084Q100	19,335,963	44,912	SH		SOLE		23,555	0	21,357
Emerson Electric Co	COM	291011104	12,764,354	116,708	SH		SOLE		73,027	0	43,681
Encompass Health Corp	COM	29261A100	7,906,602	81,815	SH		SOLE		56,705	0	25,110
Encore Cap Group Inc	COM	292554102	603,449	12,766	SH		SOLE		2,566	0	10,200
Energizer Holdings Inc	COM	29272W109	1,443,524	45,451	SH		SOLE		8,596	0	36,855
EnerSys	COM	29275Y102	4,073,530	39,917	SH		SOLE		25,621	0	14,296
Enovis Corp	COM	194014502	6,565,469	152,508	SH		SOLE		136,044	0	16,464
Enstar Group Limited	COM	G3075P101	1,907,029	5,930	SH		SOLE		1,027	0	4,903
Envista Holdings Corp	COM	29415F104	1,224,962	61,992	SH		SOLE		39,149	0	22,843
EOG Resources Inc	COM	26875P101	3,093,165	25,162	SH		SOLE		25,162	0	0
ePlus Inc	COM	294268107	1,650,244	16,781	SH		SOLE		3,406	0	13,375
EPR Properties	COM	26884U109	1,594,879	32,522	SH		SOLE		20,951	0	11,571
EQT Corp	COM	26884L109	818,171	22,330	SH		SOLE		18,959	0	3,371
Equinix Inc	COM	29444U700	4,098,188	4,617	SH		SOLE		4,617	0	0
Equitable Holdings Inc	COM	29452E101	3,086,221	73,429	SH		SOLE		14,815	0	58,614
Esab Corporation Com	COM	29605J106	9,081,319	85,423	SH		SOLE		74,534	0	10,889
Essent Group Ltd	COM	G3198U102	2,105,626	32,752	SH		SOLE		6,759	0	25,993
Ethan Allen Interiors Inc	COM	297602104	997,774	31,288	SH		SOLE		5,400	0	25,888
Euronet Worldwide Inc	COM	298736109	2,183,556	22,005	SH		SOLE		4,199	0	17,806
Everest Group Ltd	COM	G3223R108	3,094,282	7,897	SH		SOLE		1,591	0	6,306
Evergy Inc	COM	30034W106	14,271,415	230,147	SH		SOLE		145,375	0	84,772
Extra Space Storage Inc	COM	30225T102	913,563	5,070	SH		SOLE		4,189	0	881
Exxon Mobil Corp	COM	30231G102	829,566	7,077	SH		SOLE		7,077	0	0
F.N.B. Corporation	COM	302520101	3,363,372	238,368	SH		SOLE		151,445	0	86,923
F5 Inc Com	COM	315616102	61,386,475	278,776	SH		SOLE		175,471	0	103,305
Federated Hermes Inc Cl B	COM	314211103	984,186	26,766	SH		SOLE		5,698	0	21,068
FedEx Corp	COM	31428X106	8,522,122	31,139	SH		SOLE		31,139	0	0
Fidelity Natl Financial Inc	COM	31620R303	40,444,998	651,708	SH		SOLE		410,482	0	241,226
First Bancorp PR	COM	318672706	1,233,851	58,283	SH		SOLE		11,830	0	46,453
First Financial Bancorp OH Com	COM	320209109	932,955	36,978	SH		SOLE		6,995	0	29,983
First Financial Corp	COM	320218100	620,127	14,142	SH		SOLE		2,666	0	11,476
First Interstate BancSystem In	COM	32055Y201	2,376,596	77,464	SH		SOLE		49,411	0	28,053
First Merchants Corp	COM	320817109	883,537	23,751	SH		SOLE		4,494	0	19,257
Fortinet Inc	COM	34959E109	57,272,846	738,528	SH		SOLE		465,148	0	273,380
Fortive Corp	COM	34959J108	15,818,835	200,416	SH		SOLE		196,109	0	4,307
G III Apparel Group Ltd	COM	36237H101	1,175,539	38,517	SH		SOLE		7,285	0	31,232
Gambling Com Group Limited Ord	COM	G3R239101	1,628,501	162,525	SH		SOLE		104,400	0	58,125
Garmin Ltd	COM	H2906T109	45,500,586	258,482	SH		SOLE		162,616	0	95,866
Gartner Inc	COM	366651107	60,213,730	118,821	SH		SOLE		75,070	0	43,751
Gates Industrial Corp plc	COM	G39108108	3,061,018	174,417	SH		SOLE		34,169	0	140,248
Gen Digital Inc Com	COM	668771108	4,336,189	158,082	SH		SOLE		33,677	0	124,405
Genpact Limited	COM	G3922B107	1,699,714	43,349	SH		SOLE		36,182	0	7,167
Gentex Corp	COM	371901109	11,698,602	394,025	SH		SOLE		247,464	0	146,561
Genuine Parts Co	COM	372460105	12,062,485	86,358	SH		SOLE		54,189	0	32,169
German American Bancorp Inc	COM	373865104	3,123,599	80,609	SH		SOLE		51,144	0	29,465
Gilead Sciences Inc	COM	375558103	33,505,315	399,634	SH		SOLE		252,737	0	146,897
Global Payments Inc	COM	37940X102	13,458,090	131,401	SH		SOLE		127,234	0	4,167
GoDaddy Inc	COM	380237107	62,907,818	401,249	SH		SOLE		254,971	0	146,278
Great Southern Bancorp Inc	COM	390905107	626,169	10,926	SH		SOLE		2,107	0	8,819
Greif Inc	COM	397624107	1,299,944	20,746	SH		SOLE		3,849	0	16,897
Guess Inc	COM	401617105	1,338,444	66,490	SH		SOLE		12,659	0	53,831
Gulfport Energy Corp Common Sh	COM	402635502	775,063	5,121	SH		SOLE		1,144	0	3,977
H & E Equipment Services Inc	COM	404030108	3,737,407	76,775	SH		SOLE		49,519	0	27,256
H&R Block Inc	COM	093671105	49,395,127	777,264	SH		SOLE		466,662	0	310,602
Halliburton Co	COM	406216101	20,810,258	716,360	SH		SOLE		449,279	0	267,081
Hancock Whitney Corp	COM	410120109	3,324,310	64,966	SH		SOLE		41,151	0	23,815
Harley-Davidson Inc	COM	412822108	2,244,642	58,257	SH		SOLE		11,596	0	46,661
HCA Healthcare Inc	COM	40412C101	43,791,207	107,746	SH		SOLE		77,165	0	30,581
Helmerich & Payne Inc	COM	423452101	5,475,843	180,008	SH		SOLE		88,518	0	91,490
Hologic Inc	COM	436440101	37,215,327	456,854	SH		SOLE		261,282	0	195,572
Home Bancshares Inc	COM	436893200	2,547,571	94,041	SH		SOLE		59,892	0	34,149
Honeywell Intl Inc	COM	438516106	253,426	1,226	SH		SOLE		1,226	0	0
Independent Bank Corp	COM	453838609	674,304	20,219	SH		SOLE		4,163	0	16,056
Ingevity Corp	COM	45688C107	5,036,811	129,149	SH		SOLE		69,788	0	59,361
Ingredion Inc	COM	457187102	7,438,261	54,124	SH		SOLE		34,285	0	19,839
Innovative Industrial Properti	COM	45781V101	5,094,745	37,851	SH		SOLE		24,954	0	12,897
Installed Building Prods Inc	COM	45780R101	8,883,451	36,072	SH		SOLE		16,554	0	19,518
Integra Lifesciences Hldgs Cp	COM	457985208	1,320,359	72,667	SH		SOLE		44,611	0	28,056
Intl Business Machines Corp	COM	459200101	371,414	1,680	SH		SOLE		1,680	0	0
Intuit Inc	COM	461202103	57,467,340	92,540	SH		SOLE		58,576	0	33,964
Ipg Photonics Corp	COM	44980X109	3,854,384	51,862	SH		SOLE		33,608	0	18,254
Ironwood Pharmaceuticals Inc C	COM	46333X108	1,297,153	314,843	SH		SOLE		56,107	0	258,736
Jackson Financial Inc Cl A	COM	46817M107	40,795,410	447,171	SH		SOLE		280,575	0	166,596
Jacobs Solutions Inc	COM	46982L108	10,935,648	83,542	SH		SOLE		52,881	0	30,661
Janus Henderson Group PLC	COM	G4474Y214	1,376,497	36,157	SH		SOLE		7,470	0	28,687
Jazz Pharmaceuticals plc	COM	G50871105	32,496,514	291,684	SH		SOLE		183,686	0	107,998
Jefferies Financial Group Inc	COM	47233W109	2,059,155	33,455	SH		SOLE		6,699	0	26,756
Johnson & Johnson	COM	478160104	654,560	4,039	SH		SOLE		4,039	0	0
Johnson Controls Intl plc	COM	G51502105	4,903,788	63,185	SH		SOLE		63,185	0	0
JPMorgan Chase & Co	COM	46625H100	924,410	4,384	SH		SOLE		4,384	0	0
Kb Home Com	COM	48666K109	51,961,645	606,391	SH		SOLE		365,361	0	241,030
KBR Inc	COM	48242W106	3,828,016	58,775	SH		SOLE		10,823	0	47,952
KLA-Tencor Corp	COM	482480100	60,440,377	78,047	SH		SOLE		49,285	0	28,762
Knight-Swift Trans Holdings In	COM	499049104	12,412,223	230,069	SH		SOLE		144,251	0	85,818
Korn Ferry	COM	500643200	5,509,449	73,225	SH		SOLE		36,591	0	36,634
L3harris Technologies Inc	COM	502431109	5,383,474	22,632	SH		SOLE		21,487	0	1,145
Labcorp Holdings Inc	COM	504922105	31,950,489	142,968	SH		SOLE		90,207	0	52,761
Lam Research Corp	COM	512807108	59,906,801	73,408	SH		SOLE		46,256	0	27,152
Lamar Advertising Co	COM	512816109	1,404,270	10,511	SH		SOLE		8,860	0	1,651
Landstar System Inc	COM	515098101	3,362,830	17,805	SH		SOLE		3,767	0	14,038
Lear Corp	COM	521865204	11,573,611	106,034	SH		SOLE		66,862	0	39,172
Leidos Holdings Inc	COM	525327102	64,868,458	397,966	SH		SOLE		235,213	0	162,753
Light & Wonder Inc	COM	80874P109	39,395,510	434,206	SH		SOLE		273,847	0	160,359
Lilly Eli and Co	COM	532457108	776,083	876	SH		SOLE		876	0	0
Littelfuse Inc	COM	537008104	6,216,399	23,436	SH		SOLE		16,890	0	6,546
LKQ Corp	COM	501889208	10,172,335	254,818	SH		SOLE		249,530	0	5,288
Lockheed Martin Corp	COM	539830109	58,621,430	100,283	SH		SOLE		63,109	0	37,174
Louisiana-Pacific Corp	COM	546347105	8,075,619	75,150	SH		SOLE		47,549	0	27,601
Lowe's Cos Inc	COM	548661107	5,050,811	18,648	SH		SOLE		18,648	0	0
LSB Industries Inc	COM	502160104	1,040,585	129,426	SH		SOLE		25,049	0	104,377
Lsi Industries Inc	COM	50216C108	1,375,011	85,140	SH		SOLE		17,889	0	67,251
LyondellBasell Industries N.V.	COM	N53745100	7,229,997	75,391	SH		SOLE		47,858	0	27,533
Magnite Inc	COM	55955D100	1,705,461	123,138	SH		SOLE		22,867	0	100,271
Magnolia Oil & Gas Corp Cl A	COM	559663109	2,523,905	103,354	SH		SOLE		66,915	0	36,439
Markel Group Inc	COM	570535104	16,178,334	10,314	SH		SOLE		10,040	0	274
Marriott Vacations Worldwide C	COM	57164Y107	3,850,646	52,404	SH		SOLE		35,890	0	16,514
Masco Corp	COM	574599106	13,057,371	155,556	SH		SOLE		98,384	0	57,172
Mastec Inc	COM	576323109	4,574,027	37,157	SH		SOLE		7,543	0	29,614
Masterbrand Inc Common Stock	COM	57638P104	1,304,864	70,381	SH		SOLE		13,235	0	57,146
Mastercard Incorporated	COM	57636Q104	634,533	1,285	SH		SOLE		1,285	0	0
Mastercraft Boat Hldgs Inc	COM	57637H103	1,590,953	87,367	SH		SOLE		54,675	0	32,692
Matador Resources Co	COM	576485205	3,499,578	70,813	SH		SOLE		44,742	0	26,071
Matthews Intl Corp Cl A	COM	577128101	1,297,715	55,936	SH		SOLE		10,430	0	45,506
McKesson Corp	COM	58155Q103	28,458,815	57,560	SH		SOLE		36,192	0	21,368
Medtronic plc	COM	G5960L103	238,670	2,651	SH		SOLE		2,651	0	0
Mercantile Bank Corp	COM	587376104	635,558	14,537	SH		SOLE		2,896	0	11,641
Merck & Co Inc	COM	58933Y105	499,550	4,399	SH		SOLE		4,399	0	0
Meritage Homes Corp	COM	59001A102	55,804,059	272,122	SH		SOLE		171,722	0	100,400
Meta Platforms Inc	COM	30303M102	66,735,055	116,580	SH		SOLE		74,880	0	41,700
MetLife Inc	COM	59156R108	41,564,394	503,933	SH		SOLE		317,785	0	186,148
MGIC Inv Corp WI	COM	552848103	2,195,328	85,755	SH		SOLE		17,423	0	68,332
Microsoft Corp	COM	594918104	65,511,024	152,245	SH		SOLE		99,892	0	52,353
Midland Sts Bancorp Inc	COM	597742105	636,957	28,461	SH		SOLE		5,424	0	23,037
Minerals Technologies Inc	COM	603158106	1,409,756	18,254	SH		SOLE		3,475	0	14,779
Mission Produce Inc	COM	60510V108	955,026	74,495	SH		SOLE		14,289	0	60,206
Molina Healthcare Inc	COM	60855R100	31,982,748	92,822	SH		SOLE		58,322	0	34,500
Molson Coors Brewing Co	COM	60871R209	37,313,454	648,704	SH		SOLE		378,231	0	270,473
Moog Inc	COM	615394202	4,150,097	20,543	SH		SOLE		13,283	0	7,260
Morgan Stanley	COM	617446448	201,496	1,933	SH		SOLE		1,933	0	0
Mueller Industries Inc	COM	624756102	13,288,724	179,335	SH		SOLE		112,834	0	66,501
Murphy Oil Corp	COM	626717102	22,697,472	672,717	SH		SOLE		421,804	0	250,913
Murphy USA Inc	COM	626755102	44,342,528	89,968	SH		SOLE		56,771	0	33,197
National Storage Affiliates Tr	COM	637870106	8,200,844	170,142	SH		SOLE		110,373	0	59,769
Navient Corporation	COM	63938C108	710,655	45,584	SH		SOLE		9,175	0	36,409
NetApp Inc	COM	64110D104	59,093,112	478,448	SH		SOLE		299,614	0	178,834
NetScout Systems Inc	COM	64115T104	1,518,041	69,795	SH		SOLE		14,432	0	55,363
Nexstar Media Group Inc	COM	65336K103	3,093,037	18,706	SH		SOLE		11,946	0	6,760
NiSource Inc	COM	65473P105	7,123,035	205,571	SH		SOLE		39,273	0	166,298
NMI Holdings Inc Cl A	COM	629209305	6,533,269	158,613	SH		SOLE		102,210	0	56,403
Nordstrom Inc	COM	655664100	1,968,190	87,514	SH		SOLE		17,863	0	69,651
Northwest Bancshares Inc	COM	667340103	855,517	63,940	SH		SOLE		12,721	0	51,219
Northwest Nat Holding Co	COM	66765N105	2,183,217	53,484	SH		SOLE		10,014	0	43,470
Northwestern Corp	COM	668074305	6,302,955	110,153	SH		SOLE		71,654	0	38,499
NRG Energy Inc	COM	629377508	15,772,781	173,137	SH		SOLE		109,529	0	63,608
Nucor Corp	COM	670346105	7,527,223	50,068	SH		SOLE		31,651	0	18,417
NVIDIA Corp	COM	67066G104	3,933,806	32,393	SH		SOLE		32,393	0	0
NVR Inc	COM	62944T105	3,846,226	392	SH		SOLE		80	0	312
Oceaneering Intl Inc	COM	675232102	1,379,240	55,458	SH		SOLE		10,990	0	44,468
OceanFirst Financial Corp	COM	675234108	3,359,882	180,736	SH		SOLE		116,443	0	64,293
OFG Bancorp Com	COM	67103X102	899,658	20,028	SH		SOLE		3,741	0	16,287
OGE Energy Corp	COM	670837103	14,230,289	346,911	SH		SOLE		219,125	0	127,786
O-I Glass Inc Com	COM	67098H104	1,475,882	112,491	SH		SOLE		23,308	0	89,183
Oil States Intl Inc	COM	678026105	843,392	183,346	SH		SOLE		34,514	0	148,832
Old Natl Bancorp	COM	680033107	1,676,023	89,819	SH		SOLE		16,718	0	73,101
Olin Corp	COM	680665205	2,428,412	50,613	SH		SOLE		10,802	0	39,811
Olympic Steel Inc	COM	68162K106	962,091	24,669	SH		SOLE		4,604	0	20,065
ON Semiconductor Corp	COM	682189105	1,446,464	19,921	SH		SOLE		16,946	0	2,975
OneMain Holdings Inc	COM	68268W103	8,076,977	171,595	SH		SOLE		115,970	0	55,625
Oracle Corp	COM	68389X105	486,833	2,857	SH		SOLE		2,857	0	0
Organon & Co Common Stock	COM	68622V106	28,259,946	1,477,258	SH		SOLE		925,923	0	551,335
Oshkosh Corp	COM	688239201	11,925,190	119,002	SH		SOLE		74,294	0	44,708
OSI Systems Inc	COM	671044105	4,513,299	29,726	SH		SOLE		19,023	0	10,703
Ovintiv Inc	COM	69047Q102	21,280,132	555,472	SH		SOLE		330,378	0	225,094
Owens Corning	COM	690742101	11,710,160	66,339	SH		SOLE		31,877	0	34,462
Oxford Industries Inc	COM	691497309	1,842,349	21,235	SH		SOLE		13,738	0	7,497
Pacira Biosciences Inc	COM	695127100	1,797,677	119,447	SH		SOLE		24,141	0	95,306
Packaging Corp of America	COM	695156109	7,714,120	35,813	SH		SOLE		22,732	0	13,081
Palo Alto Networks Inc	COM	697435105	214,992	629	SH		SOLE		629	0	0
Parker-Hannifin Corp	COM	701094104	13,234,102	20,946	SH		SOLE		13,305	0	7,641
Parsons Corp Com	COM	70202L102	62,514,167	602,953	SH		SOLE		381,036	0	221,917
Pathward Financial Inc	COM	59100U108	884,072	13,393	SH		SOLE		2,567	0	10,826
Patrick Industries Inc	COM	703343103	1,579,738	11,096	SH		SOLE		2,139	0	8,957
Patterson-UTI Energy Inc	COM	703481101	2,369,404	309,726	SH		SOLE		195,011	0	114,715
Paychex Inc	COM	704326107	59,621,288	444,305	SH		SOLE		280,399	0	163,906
Payoneer Global Inc	COM	70451X104	1,509,404	200,452	SH		SOLE		40,467	0	159,985
PBF Energy Inc	COM	69318G106	1,038,403	33,551	SH		SOLE		6,304	0	27,247
Peoples Bancorp Inc	COM	709789101	705,340	23,441	SH		SOLE		4,429	0	19,012
PepsiCo Inc	COM	713448108	433,628	2,550	SH		SOLE		2,550	0	0
Pfizer Inc	COM	717081103	32,273,917	1,115,201	SH		SOLE		703,692	0	411,509
Philip Morris Intl Inc	COM	718172109	30,791,896	253,640	SH		SOLE		160,533	0	93,107
Photronics Inc	COM	719405102	5,191,924	209,690	SH		SOLE		132,330	0	77,360
Pinnacle Financial Partners In	COM	72346Q104	9,576,763	97,752	SH		SOLE		64,792	0	32,960
Pinnacle West Capital Corp	COM	723484101	13,767,240	155,404	SH		SOLE		97,706	0	57,698
Pitney Bowes Inc	COM	724479100	1,404,974	197,051	SH		SOLE		38,960	0	158,091
Popular Inc	COM	733174700	1,896,306	18,912	SH		SOLE		3,841	0	15,071
Portland General Electric Co	COM	736508847	6,037,556	126,045	SH		SOLE		80,779	0	45,266
Post Holdings Inc	COM	737446104	34,090,806	294,521	SH		SOLE		175,676	0	118,845
PPL Corp	COM	69351T106	14,179,147	428,632	SH		SOLE		270,453	0	158,179
Preferred Bank Los Angeles CA	COM	740367404	745,683	9,292	SH		SOLE		1,853	0	7,439
Premier Inc	COM	74051N102	2,053,640	102,682	SH		SOLE		21,635	0	81,047
Prestige Consmr Healthcare Inc	COM	74112D101	4,123,976	57,198	SH		SOLE		36,240	0	20,958
Primo Water Corporation	COM	74167P108	4,520,634	179,035	SH		SOLE		117,933	0	61,102
Principal Financial Group Inc	COM	74251V102	2,138,137	24,891	SH		SOLE		5,425	0	19,466
Procter & Gamble Co	COM	742718109	696,610	4,022	SH		SOLE		4,022	0	0
Proficient Auto Logistics Inc	COM	74317M104	1,691,447	119,284	SH		SOLE		75,540	0	43,744
Prog Holdings Inc	COM	74319R101	3,559,990	73,417	SH		SOLE		33,661	0	39,756
Progress Software Corp	COM	743312100	1,981,015	29,405	SH		SOLE		5,749	0	23,656
Propetro Holding Corp	COM	74347M108	1,000,526	130,617	SH		SOLE		26,783	0	103,834
Prosperity Bancshares Inc	COM	743606105	10,010,379	138,898	SH		SOLE		90,956	0	47,942
Prudential Financial Inc	COM	744320102	39,000,497	322,052	SH		SOLE		203,822	0	118,230
PulteGroup Inc	COM	745867101	56,593,018	394,294	SH		SOLE		237,634	0	156,660
PVH Corp	COM	693656100	2,576,106	25,549	SH		SOLE		4,905	0	20,644
QCR Holdings Inc	COM	74727A104	3,645,681	49,246	SH		SOLE		26,806	0	22,440
QUALCOMM Inc	COM	747525103	60,263,849	354,389	SH		SOLE		224,357	0	130,032
Quanex Building Products Corp	COM	747619104	5,394,989	194,414	SH		SOLE		105,006	0	89,408
Quest Diagnostics Inc	COM	74834L100	37,254,256	239,963	SH		SOLE		137,078	0	102,885
Quidel Corp	COM	219798105	3,456,252	75,795	SH		SOLE		48,625	0	27,170
Ramaco Resources Inc Cl A	COM	75134P600	2,090,802	178,701	SH		SOLE		109,692	0	69,009
Ramaco Resources Inc Cl B	COM	75134P501	445,916	41,442	SH		SOLE		21,728	0	19,714
Regions Financial Corp	COM	7591EP100	42,660,095	1,828,551	SH		SOLE		1,103,647	0	724,904
Reliance Inc Com	COM	759509102	11,484,818	39,711	SH		SOLE		18,842	0	20,869
RenaissanceRe Holdings Ltd	COM	G7496G103	3,196,342	11,734	SH		SOLE		2,306	0	9,428
Republic Services Inc	COM	760759100	9,563,800	47,619	SH		SOLE		46,287	0	1,332
Rex American Resources Corp	COM	761624105	1,027,360	22,194	SH		SOLE		4,106	0	18,088
Rhythm Pharmaceuticals Inc	COM	76243J105	2,558,937	48,844	SH		SOLE		31,578	0	17,266
RingCentral Inc Cl A	COM	76680R206	2,076,415	65,647	SH		SOLE		13,119	0	52,528
Royal Caribbean Group	COM	V7780T103	51,348,912	289,518	SH		SOLE		182,661	0	106,857
RPC Inc	COM	749660106	936,268	147,212	SH		SOLE		6,604	0	140,608
Rtx Corporation Com	COM	75513E101	292,965	2,418	SH		SOLE		2,418	0	0
Ryder System Inc	COM	783549108	12,792,200	87,738	SH		SOLE		55,158	0	32,580
Ryerson Holding Corp	COM	783754104	1,050,133	52,744	SH		SOLE		9,963	0	42,781
S&P Global Inc	COM	78409V104	262,960	509	SH		SOLE		509	0	0
Sabra Health Care REIT Inc	COM	78573L106	4,192,368	225,275	SH		SOLE		146,655	0	78,620
Salesforce Inc	COM	79466L302	463,391	1,693	SH		SOLE		1,693	0	0
Sandy Spring Bancorp Inc	COM	800363103	3,411,142	108,739	SH		SOLE		70,204	0	38,535
Sanmina Corporation Com	COM	801056102	3,878,514	56,662	SH		SOLE		35,954	0	20,708
SBA Communications Corp	COM	78410G104	3,530,588	14,668	SH		SOLE		12,323	0	2,345
Schlumberger Ltd	COM	806857108	6,841,164	163,079	SH		SOLE		163,079	0	0
Science Applications Intl Corp	COM	808625107	7,982,260	57,315	SH		SOLE		28,110	0	29,205
Scotts Miracle-Gro Co Cl A	COM	810186106	8,427,413	97,202	SH		SOLE		49,804	0	47,398
Sealed Air Corp	COM	81211K100	1,078,546	29,712	SH		SOLE		25,016	0	4,696
Select Med Holdings Corp	COM	81619Q105	2,480,094	71,124	SH		SOLE		13,484	0	57,640
Select Water Solutions Inc Cl	COM	81617J301	1,065,698	95,750	SH		SOLE		19,191	0	76,559
ServiceNow Inc	COM	81762P102	348,812	390	SH		SOLE		390	0	0
Servisfirst Bancshares Inc	COM	81768T108	1,393,394	17,320	SH		SOLE		11,046	0	6,274
Shell PLC Spon ADS	COM	780259305	20,203,255	306,342	SH		SOLE		192,621	0	113,721
Signet Jewelers Limited	COM	G81276100	5,834,527	56,569	SH		SOLE		37,796	0	18,773
Six Flags Entertainment Corp C	COM	83001C108	2,084,874	51,721	SH		SOLE		32,708	0	19,013
SLM Corp	COM	78442P106	807,425	35,305	SH		SOLE		29,781	0	5,524
SM Energy Co	COM	78454L100	22,398,429	560,381	SH		SOLE		353,544	0	206,837
Smart Global Holdings Inc	COM	G8232Y101	2,186,845	104,384	SH		SOLE		20,397	0	83,987
Snap-on Inc	COM	833034101	12,675,682	43,753	SH		SOLE		27,551	0	16,202
Solventum Corp	COM	83444M101	4,893,577	70,189	SH		SOLE		14,862	0	55,327
Sonoco Products Co	COM	835495102	7,265,571	132,996	SH		SOLE		83,778	0	49,218
South State Corp	COM	840441109	6,540,408	67,302	SH		SOLE		45,057	0	22,245
SS&C Technologies Holdings Inc	COM	78467J100	3,821,592	51,497	SH		SOLE		10,874	0	40,623
STAG Industrial Inc	COM	85254J102	14,018,143	358,612	SH		SOLE		237,304	0	121,308
State Street Corp	COM	857477103	40,289,769	455,406	SH		SOLE		287,208	0	168,198
Steel Dynamics Inc	COM	858119100	7,729,334	61,305	SH		SOLE		38,647	0	22,658
Stifel Financial Corp	COM	860630102	1,869,831	19,913	SH		SOLE		4,216	0	15,697
Strategic Ed Inc	COM	86272C103	1,409,999	15,235	SH		SOLE		3,069	0	12,166
Stryker Corp	COM	863667101	253,966	703	SH		SOLE		703	0	0
Sylvamo Corp Common Stock	COM	871332102	1,661,369	19,352	SH		SOLE		3,836	0	15,516
Synchrony Financial	COM	87165B103	41,162,572	825,232	SH		SOLE		498,571	0	326,661
Synovus Financial Corp	COM	87161C501	37,527,521	843,884	SH		SOLE		527,818	0	316,066
Sysco Corp	COM	871829107	12,137,159	155,485	SH		SOLE		155,485	0	0
Taylor Morrison Home Corp	COM	87724P106	51,910,196	738,830	SH		SOLE		465,610	0	273,220
Td Synnex Corporation	COM	87162W100	3,995,782	33,276	SH		SOLE		6,852	0	26,424
Teledyne Technologies Inc	COM	879360105	1,806,660	4,128	SH		SOLE		3,453	0	675
Tenet Healthcare Corp New	COM	88033G407	38,450,869	231,353	SH		SOLE		132,643	0	98,710
Teradata Corp	COM	88076W103	1,884,721	62,120	SH		SOLE		12,359	0	49,761
Tesla Inc	COM	88160R101	651,197	2,489	SH		SOLE		2,489	0	0
Tetra Technologies Inc Com	COM	88162F105	921,704	297,324	SH		SOLE		58,014	0	239,310
Texas Instruments Inc	COM	882508104	10,579,069	51,213	SH		SOLE		51,213	0	0
Textron Inc	COM	883203101	57,181,136	645,531	SH		SOLE		405,477	0	240,054
The Cigna Group Com	COM	125523100	39,296,689	113,430	SH		SOLE		81,165	0	32,265
The Goldman Sachs Group Inc	COM	38141G104	38,265,071	77,286	SH		SOLE		48,532	0	28,754
The Hanover Insurance Group In	COM	410867105	5,833,609	39,387	SH		SOLE		25,628	0	13,759
The Hartford Financial Service	COM	416515104	39,549,068	336,273	SH		SOLE		212,311	0	123,962
The Odp Corp	COM	88337F105	1,370,523	46,068	SH		SOLE		9,065	0	37,003
The Timken Co	COM	887389104	15,530,601	184,252	SH		SOLE		101,221	0	83,031
The TJX Cos Inc	COM	872540109	275,514	2,344	SH		SOLE		2,344	0	0
The Walt Disney Co	COM	254687106	347,727	3,615	SH		SOLE		3,615	0	0
The Western Union Co	COM	959802109	31,481,743	2,638,872	SH		SOLE		1,662,994	0	975,878
Thermo Fisher Scientific Inc	COM	883556102	419,390	678	SH		SOLE		678	0	0
Thermon Group Holdings Inc	COM	88362T103	1,391,827	46,643	SH		SOLE		9,155	0	37,488
T-Mobile US Inc	COM	872590104	14,601,621	70,758	SH		SOLE		44,904	0	25,854
Toll Brothers Inc	COM	889478103	55,585,502	359,800	SH		SOLE		215,443	0	144,357
TOTAL SE SPONSORED ADS	COM	89151E109	20,665,864	319,806	SH		SOLE		202,076	0	117,730
TransDigm Group Inc	COM	893641100	59,872,385	41,953	SH		SOLE		26,321	0	15,632
TreeHouse Foods Inc	COM	89469A104	1,435,800	34,202	SH		SOLE		7,170	0	27,032
Trinet Group Inc	COM	896288107	15,072,338	155,433	SH		SOLE		97,905	0	57,528
Trustmark Corp	COM	898402102	871,073	27,375	SH		SOLE		5,098	0	22,277
TTM Technologies Inc	COM	87305R109	2,605,589	142,772	SH		SOLE		89,796	0	52,976
Turning Point Brands Inc	COM	90041L105	1,035,773	24,004	SH		SOLE		4,775	0	19,229
Txnm Energy Inc	COM	69349H107	3,242,307	74,076	SH		SOLE		14,174	0	59,902
Uber Technologies Inc	COM	90353T100	276,739	3,682	SH		SOLE		3,682	0	0
Ufp Industries Inc	COM	90278Q108	7,927,971	60,422	SH		SOLE		38,007	0	22,415
UGI Corp	COM	902681105	13,909,394	555,931	SH		SOLE		350,278	0	205,653
UMB Financial Corp	COM	902788108	4,717,021	44,877	SH		SOLE		30,491	0	14,386
Union Pacific Corp	COM	907818108	5,616,047	22,785	SH		SOLE		22,785	0	0
United Parcel Service Inc Cl B	COM	911312106	12,972,069	95,145	SH		SOLE		60,479	0	34,666
United Rentals Inc	COM	911363109	13,946,790	17,224	SH		SOLE		10,919	0	6,305
United Therapeutics Corp	COM	91307C102	32,100,635	89,579	SH		SOLE		56,313	0	33,266
UnitedHealth Group Inc	COM	91324P102	10,850,491	18,558	SH		SOLE		18,558	0	0
Unitil Corp	COM	913259107	1,833,090	30,259	SH		SOLE		5,658	0	24,601
Universal Health Services Inc	COM	913903100	6,444,341	28,140	SH		SOLE		9,744	0	18,396
Univest Financial Corporation	COM	915271100	674,319	23,963	SH		SOLE		4,542	0	19,421
Unum Group	COM	91529Y106	43,869,098	738,040	SH		SOLE		443,415	0	294,625
US Foods Holding Corp	COM	912008109	2,666,948	43,365	SH		SOLE		36,398	0	6,967
Valmont Industries Inc	COM	920253101	3,478,820	11,998	SH		SOLE		7,742	0	4,256
Varex Imaging Corp	COM	92214X106	1,286,168	107,900	SH		SOLE		19,910	0	87,990
Verint Systems Inc	COM	92343X100	2,265,338	89,433	SH		SOLE		56,264	0	33,169
Veritex Holdings Inc	COM	923451108	2,435,521	92,535	SH		SOLE		59,315	0	33,220
Verizon Communications Inc	COM	92343V104	15,092,904	336,070	SH		SOLE		214,471	0	121,599
Vestis Corporation Com	COM	29430C102	1,265,993	84,966	SH		SOLE		71,103	0	13,863
Victory Cap Holdings Inc Cl A	COM	92645B103	1,003,516	18,114	SH		SOLE		3,826	0	14,288
Virtu Financial Inc	COM	928254101	1,112,978	36,539	SH		SOLE		7,147	0	29,392
Visa Inc	COM	92826C839	672,528	2,446	SH		SOLE		2,446	0	0
Vistra Energy Corp	COM	92840M102	19,934,398	168,166	SH		SOLE		106,146	0	62,020
Vontier Corporation	COM	928881101	12,622,708	374,117	SH		SOLE		236,076	0	138,041
Walmart Inc	COM	931142103	593,916	7,355	SH		SOLE		7,355	0	0
Waste Management Inc	COM	94106L109	3,037,603	14,632	SH		SOLE		14,632	0	0
Wells Fargo & Co	COM	949746101	38,398,965	679,748	SH		SOLE		428,820	0	250,928
WESCO Intl Inc	COM	95082P105	4,506,399	26,827	SH		SOLE		5,551	0	21,276
Westlake Corporation	COM	960413102	11,071,263	73,666	SH		SOLE		36,197	0	37,469
Wiley John & Sons Inc	COM	968223206	1,510,080	31,297	SH		SOLE		6,299	0	24,998
Wintrust Financial Corp	COM	97650W108	1,890,158	17,416	SH		SOLE		3,528	0	13,888
World Acceptance Corp	COM	981419104	528,668	4,481	SH		SOLE		869	0	3,612
Worthington Industries Inc	COM	981811102	3,311,523	79,892	SH		SOLE		33,440	0	46,452
Worthington Stl Inc	COM	982104101	1,399,307	41,144	SH		SOLE		27,418	0	13,726
WSFS Financial Corp	COM	929328102	3,472,776	68,107	SH		SOLE		43,000	0	25,107
Wynn Resorts Ltd	COM	983134107	4,437,902	46,286	SH		SOLE		9,500	0	36,786
Xcel Energy Inc	COM	98389B100	14,282,155	218,716	SH		SOLE		138,271	0	80,445
Xerox Corp	COM	98421M106	2,013,658	193,994	SH		SOLE		38,284	0	155,710
Yeti Holdings Inc	COM	98585X104	2,219,190	54,087	SH		SOLE		34,099	0	19,988
Ziff Davis Inc Com	COM	48123V102	1,605,731	32,999	SH		SOLE		6,623	0	26,376
Zimmer Biomet Holdings Inc	COM	98956P102	11,251,844	104,232	SH		SOLE		101,032	0	3,200
Zions Bancorporation	COM	989701107	37,939,523	803,463	SH		SOLE		501,358	0	302,105