Wedge Capital Management L L P 13FHR Quarterly holdings report by institutional manager | SEC 1 Feb 24

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

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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	12,745,291	116,587	SH		SOLE		79,190	0	37,397
A10 Networks Inc	COM	002121101	734,307	55,756	SH		SOLE		13,269	0	42,487
Abbott Laboratories	COM	002824100	360,920	3,279	SH		SOLE		3,279	0	0
AbbVie Inc	COM	00287Y109	31,918,396	205,965	SH		SOLE		141,551	0	64,414
ABM Industries Inc	COM	000957100	4,142,651	92,408	SH		SOLE		92,408	0	0
Accenture plc	COM	G1151C101	6,645,534	18,938	SH		SOLE		18,938	0	0
Acco Brands Corp	COM	00081T108	503,904	82,879	SH		SOLE		19,262	0	63,617
ACI Worldwide Inc	COM	004498101	3,000,728	98,063	SH		SOLE		98,063	0	0
Acuity Brands Inc	COM	00508Y102	13,044,394	63,684	SH		SOLE		43,225	0	20,459
Adobe Inc	COM	00724F101	485,632	814	SH		SOLE		814	0	0
Adtalem Global Education Inc	COM	00737L103	10,874,389	184,468	SH		SOLE		175,585	0	8,883
Advansix Inc	COM	00773T101	521,933	17,421	SH		SOLE		4,146	0	13,275
AECOM	COM	00766T100	3,294,390	35,642	SH		SOLE		8,748	0	26,894
AerCap Holdings NV	COM	N00985106	2,458,580	33,081	SH		SOLE		33,081	0	0
Affiliated Managers Group	COM	008252108	1,031,322	6,811	SH		SOLE		1,741	0	5,070
AGCO Corp	COM	001084102	12,065,119	99,375	SH		SOLE		68,023	0	31,352
Air Lease Corp Cl A	COM	00912X302	4,846,503	115,558	SH		SOLE		115,558	0	0
Alaska Air Group Inc	COM	011659109	2,028,983	51,932	SH		SOLE		51,932	0	0
Alight Inc Cl A	COM	01626W101	5,253,977	615,941	SH		SOLE		615,941	0	0
Allete Inc	COM	018522300	1,181,428	19,317	SH		SOLE		4,597	0	14,720
Alliant Energy Corp	COM	018802108	5,879,750	114,615	SH		SOLE		114,615	0	0
Allison Transmission Holdings	COM	01973R101	19,375,464	333,198	SH		SOLE		266,797	0	66,401
Ally Financial Inc	COM	02005N100	54,386,817	1,557,469	SH		SOLE		1,169,058	0	388,411
Alpha & Omega Semiconductor Lt	COM	G6331P104	1,033,670	39,665	SH		SOLE		9,446	0	30,219
Alpha Metallurgical Resource I	COM	020764106	1,106,913	3,266	SH		SOLE		777	0	2,489
Alphabet Inc Cap Stock Cl A	COM	02079K305	10,726,935	76,791	SH		SOLE		76,791	0	0
Amazon.com Inc	COM	023135106	2,234,734	14,708	SH		SOLE		14,708	0	0
Amcor PLC	COM	G0250X107	7,007,721	726,942	SH		SOLE		498,370	0	228,572
Amdocs Ltd	COM	G02602103	80,666,145	917,808	SH		SOLE		618,954	0	298,854
American Eagle Outfitters Inc	COM	02553E106	1,804,440	85,276	SH		SOLE		20,308	0	64,968
American Express Co	COM	025816109	219,562	1,172	SH		SOLE		1,172	0	0
American Tower Corp	COM	03027X100	13,573,023	62,873	SH		SOLE		62,873	0	0
Ameriprise Financial Inc	COM	03076C106	39,739,334	104,624	SH		SOLE		71,412	0	33,212
Amgen Inc	COM	031162100	31,258,235	108,528	SH		SOLE		74,871	0	33,657
Amicus Therapeutics Inc	COM	03152W109	3,177,396	223,918	SH		SOLE		223,918	0	0
AMN Healthcare Services Inc	COM	001744101	6,750,207	90,147	SH		SOLE		75,144	0	15,003
Andersons Inc	COM	034164103	659,466	11,461	SH		SOLE		2,727	0	8,734
ANI Pharmaceuticals Inc	COM	00182C103	3,613,379	65,531	SH		SOLE		65,531	0	0
APA Corporation	COM	03743Q108	12,947,406	360,853	SH		SOLE		360,853	0	0
Apogee Enterprises Inc	COM	037598109	539,388	10,099	SH		SOLE		2,405	0	7,694
Apple Inc	COM	037833100	79,851,047	414,746	SH		SOLE		288,946	0	125,800
Applied Industrial Technologie	COM	03820C105	2,292,114	13,273	SH		SOLE		3,169	0	10,104
Applied Materials Inc	COM	038222105	79,523,535	490,674	SH		SOLE		336,110	0	154,564
ArcBest Corp	COM	03937C105	2,084,922	17,344	SH		SOLE		4,130	0	13,214
Arch Capital Group Ltd	COM	G0450A105	15,277,190	205,698	SH		SOLE		205,698	0	0
Arch Resources Inc	COM	03940R107	6,210,305	37,425	SH		SOLE		37,425	0	0
Archer-Daniels-Midland Co	COM	039483102	6,759,431	93,595	SH		SOLE		64,864	0	28,731
Ardmore Shipping Corp	COM	Y0207T100	1,029,866	73,092	SH		SOLE		17,571	0	55,521
Arista Networks Inc	COM	040413106	76,476,927	324,729	SH		SOLE		221,072	0	103,657
Assurant Inc	COM	04621X108	5,072,391	30,105	SH		SOLE		30,105	0	0
AT&T Inc	COM	00206R102	190,067	11,327	SH		SOLE		11,327	0	0
Atkore Intl Group Inc	COM	047649108	19,530,880	122,068	SH		SOLE		95,691	0	26,377
Autoliv Inc	COM	052800109	12,148,007	110,246	SH		SOLE		75,345	0	34,901
AutoNation Inc	COM	05329W102	51,491,015	342,862	SH		SOLE		232,450	0	110,412
AutoZone Inc	COM	053332102	44,213,931	17,100	SH		SOLE		11,670	0	5,430
AvalonBay Communities Inc	COM	053484101	3,181,804	16,995	SH		SOLE		16,995	0	0
Avantor Inc	COM	05352A100	5,687,044	249,104	SH		SOLE		249,104	0	0
Avient Corporation	COM	05368V106	4,724,555	113,653	SH		SOLE		113,653	0	0
Axalta Coating Systems Ltd	COM	G0750C108	3,099,627	91,246	SH		SOLE		22,430	0	68,816
Axis Capital Holdings Ltd	COM	G0692U109	18,751,272	338,654	SH		SOLE		320,339	0	18,315
Baker Hughes Company	COM	05722G100	18,017,816	527,145	SH		SOLE		360,534	0	166,611
Bank of America Corp	COM	060505104	384,814	11,429	SH		SOLE		11,429	0	0
Bank of NT Butterfield & Son L	COM	G0772R208	606,590	18,950	SH		SOLE		4,691	0	14,259
Bank Ozk	COM	06417N103	44,102,938	885,068	SH		SOLE		598,173	0	286,895
Beacon Roofing Supply Inc	COM	073685109	6,708,633	77,093	SH		SOLE		77,093	0	0
Beazer Homes USA Inc	COM	07556Q881	634,509	18,778	SH		SOLE		4,471	0	14,307
Belden Inc	COM	077454106	4,861,806	62,936	SH		SOLE		62,936	0	0
Berkshire Hathaway Inc	COM	084670702	14,068,810	39,446	SH		SOLE		39,446	0	0
Berry Global Group Inc	COM	08579W103	7,282,298	108,062	SH		SOLE		73,756	0	34,306
Berry Pete Corp	COM	08579X101	370,256	52,668	SH		SOLE		13,206	0	39,462
Biogen Inc	COM	09062X103	32,990,070	127,488	SH		SOLE		87,213	0	40,275
BlackRock Inc	COM	09247X101	232,175	286	SH		SOLE		286	0	0
Bloomin' Brands Inc	COM	094235108	6,083,778	216,120	SH		SOLE		216,120	0	0
Boise Cascade Co	COM	09739D100	14,287,165	110,445	SH		SOLE		71,838	0	38,607
Booking Holdings Inc	COM	09857L108	269,589	76	SH		SOLE		76	0	0
Booz Allen Hamilton Holding Co	COM	099502106	77,467,796	605,643	SH		SOLE		411,857	0	193,786
BorgWarner Inc	COM	099724106	12,511,435	348,994	SH		SOLE		238,010	0	110,984
Boston Beer Inc	COM	100557107	1,010,160	2,923	SH		SOLE		751	0	2,172
Box Inc Cl A	COM	10316T104	1,293,612	50,512	SH		SOLE		12,028	0	38,484
BP p.l.c.	COM	055622104	17,724,922	500,704	SH		SOLE		341,593	0	159,111
Brinker Intl Inc	COM	109641100	1,172,164	27,146	SH		SOLE		6,461	0	20,685
Bristol-Myers Squibb Co	COM	110122108	228,843	4,460	SH		SOLE		4,460	0	0
Bristow Group Inc	COM	11040G103	1,028,915	36,396	SH		SOLE		8,434	0	27,962
Broadcom Inc	COM	11135F101	828,258	742	SH		SOLE		742	0	0
Brown & Brown Inc	COM	115236101	6,399,331	89,992	SH		SOLE		89,992	0	0
Builders FirstSource Inc	COM	12008R107	11,225,379	67,242	SH		SOLE		37,006	0	30,236
Byline Bancorp Inc	COM	124411109	554,744	23,546	SH		SOLE		5,315	0	18,231
Cabot Corp	COM	127055101	4,237,291	50,746	SH		SOLE		50,746	0	0
CACI International Inc	COM	127190304	1,551,289	4,790	SH		SOLE		1,196	0	3,594
Cadence Bank Com	COM	12740C103	10,933,387	369,496	SH		SOLE		369,496	0	0
Cadence Design Systems Inc	COM	127387108	76,320,253	280,208	SH		SOLE		189,753	0	90,455
Cal-Maine Foods Inc	COM	128030202	5,236,493	91,244	SH		SOLE		91,244	0	0
California Resources Corp Stoc	COM	13057Q305	779,737	14,260	SH		SOLE		3,393	0	10,867
Campbell Soup Co	COM	134429109	1,879,684	43,481	SH		SOLE		11,011	0	32,470
Cannae Holdings Inc	COM	13765N107	7,434,168	381,044	SH		SOLE		381,044	0	0
Capital Bancorp Inc MD Com	COM	139737100	2,694,138	111,328	SH		SOLE		111,328	0	0
Cardinal Health Inc	COM	14149Y108	28,231,358	280,073	SH		SOLE		191,982	0	88,091
Carlisle Cos Inc	COM	142339100	20,596,635	65,924	SH		SOLE		52,845	0	13,079
CarMax Inc	COM	143130102	11,086,858	144,473	SH		SOLE		144,473	0	0
Carter's Inc	COM	146229109	1,271,408	16,977	SH		SOLE		4,051	0	12,926
Caseys General Stores Inc	COM	147528103	46,106,043	167,817	SH		SOLE		114,724	0	53,093
Caterpillar Inc	COM	149123101	291,235	985	SH		SOLE		985	0	0
Cathay General Bancorp	COM	149150104	5,804,797	130,240	SH		SOLE		113,528	0	16,712
Cboe Global Markets Inc	COM	12503M108	1,501,332	8,408	SH		SOLE		2,291	0	6,117
Cencora Inc Com	COM	03073E105	30,818,296	150,055	SH		SOLE		103,017	0	47,038
Centene Corp	COM	15135B101	30,270,778	407,907	SH		SOLE		277,792	0	130,115
Charles Schwab Corp	COM	808513105	203,029	2,951	SH		SOLE		2,951	0	0
Chegg Inc	COM	163092109	693,767	61,071	SH		SOLE		14,543	0	46,528
Chesapeake Energy Corp	COM	165167735	18,705,576	243,119	SH		SOLE		157,545	0	85,574
Chesapeake Utilities Corp	COM	165303108	4,747,752	44,947	SH		SOLE		44,947	0	0
Chevron Corp	COM	166764100	460,606	3,088	SH		SOLE		3,088	0	0
Cinemark Holdings Inc	COM	17243V102	841,131	59,697	SH		SOLE		14,216	0	45,481
Cisco Systems Inc	COM	17275R102	386,680	7,654	SH		SOLE		7,654	0	0
Citigroup Inc	COM	172967424	43,419,784	844,086	SH		SOLE		572,467	0	271,619
Clearwater Paper Corp	COM	18538R103	4,553,143	126,056	SH		SOLE		126,056	0	0
CMS Energy Corp	COM	125896100	5,817,917	100,188	SH		SOLE		100,188	0	0
CNX Resources Corp	COM	12653C108	5,805,220	290,261	SH		SOLE		260,356	0	29,905
Cohu Inc	COM	192576106	1,053,242	29,761	SH		SOLE		7,170	0	22,591
Collegium Pharmaceutical Inc	COM	19459J104	868,488	28,216	SH		SOLE		6,705	0	21,511
Columbia Sportswear Co	COM	198516106	3,674,191	46,193	SH		SOLE		46,193	0	0
Columbus McKinnon Corporation	COM	199333105	1,074,221	27,530	SH		SOLE		6,545	0	20,985
Comcast Corp	COM	20030N101	363,166	8,282	SH		SOLE		8,282	0	0
Comerica Inc	COM	200340107	3,799,043	68,071	SH		SOLE		68,071	0	0
Commerce Bancshares Inc	COM	200525103	1,345,558	25,193	SH		SOLE		6,197	0	18,996
Commercial Metals Co	COM	201723103	8,671,281	173,287	SH		SOLE		108,606	0	64,681
Community Trust Bancorp Inc	COM	204149108	511,057	11,652	SH		SOLE		2,843	0	8,809
CommVault Systems Inc	COM	204166102	1,016,331	12,728	SH		SOLE		3,029	0	9,699
ConocoPhillips	COM	20825C104	257,791	2,221	SH		SOLE		2,221	0	0
Corporate Office Properties Tr	COM	22002T108	8,478,301	330,796	SH		SOLE		330,796	0	0
Costco Wholesale Corp	COM	22160K105	542,586	822	SH		SOLE		822	0	0
Cracker Barrel Old Country Sto	COM	22410J106	1,093,380	14,185	SH		SOLE		3,376	0	10,809
Credit Acceptance Corp	COM	225310101	1,045,216	1,962	SH		SOLE		491	0	1,471
Cross Country Healthcare Inc	COM	227483104	875,670	38,678	SH		SOLE		9,182	0	29,496
Crossfirst Bankshares Inc	COM	22766M109	542,440	39,944	SH		SOLE		9,117	0	30,827
CSG Systems Intl Inc	COM	126349109	844,496	15,871	SH		SOLE		3,534	0	12,337
Cummins Inc	COM	231021106	12,120,565	50,593	SH		SOLE		34,366	0	16,227
Curtiss-Wright Corp	COM	231561101	4,213,850	18,914	SH		SOLE		18,914	0	0
CVS Health Corp	COM	126650100	32,940,849	417,184	SH		SOLE		285,063	0	132,121
D.R. Horton Inc	COM	23331A109	49,079,205	322,932	SH		SOLE		219,657	0	103,275
Danaher Corp	COM	235851102	305,369	1,320	SH		SOLE		1,320	0	0
DaVita Inc	COM	23918K108	32,356,069	308,859	SH		SOLE		199,696	0	109,163
Deckers Outdoor Corp	COM	243537107	42,952,643	64,259	SH		SOLE		44,153	0	20,106
Delek US Holdings Inc Com	COM	24665A103	611,873	23,716	SH		SOLE		5,589	0	18,127
Diamondback Energy Inc	COM	25278X109	4,637,047	29,901	SH		SOLE		29,901	0	0
Dicks Sporting Goods Inc	COM	253393102	47,195,785	321,169	SH		SOLE		218,919	0	102,250
Dillard's Inc	COM	254067101	49,054,374	121,527	SH		SOLE		80,990	0	40,537
Diodes Inc	COM	254543101	6,518,658	80,957	SH		SOLE		80,957	0	0
Discover Financial Services	COM	254709108	43,576,806	387,694	SH		SOLE		263,524	0	124,170
Dollar General Corp	COM	256677105	18,069,794	132,915	SH		SOLE		132,915	0	0
Donnelley Financial Solutions	COM	25787G100	4,342,823	69,630	SH		SOLE		69,630	0	0
Douglas Dynamics Inc	COM	25960R105	5,798,107	195,354	SH		SOLE		195,354	0	0
Dover Corp	COM	260003108	29,815,915	193,849	SH		SOLE		166,543	0	27,306
DROPBOX INC	COM	26210C104	79,117,569	2,683,771	SH		SOLE		1,797,696	0	886,075
Dt Midstream Inc Common Stock	COM	23345M107	3,715,769	67,806	SH		SOLE		67,806	0	0
Duke Energy Corp	COM	26441C204	11,726,411	120,841	SH		SOLE		82,897	0	37,944
DXC Technology Co	COM	23355L106	1,461,324	63,897	SH		SOLE		16,390	0	47,507
E L F Beauty Inc	COM	26856L103	1,849,861	12,816	SH		SOLE		3,225	0	9,591
East West Bancorp Inc	COM	27579R104	7,875,071	109,452	SH		SOLE		109,452	0	0
Eastman Chemical Co	COM	277432100	8,929,815	99,419	SH		SOLE		59,677	0	39,742
Ecovyst Inc	COM	27923Q109	5,717,160	585,175	SH		SOLE		585,175	0	0
Edgewell Pers Care Co	COM	28035Q102	650,549	17,760	SH		SOLE		4,226	0	13,534
Edison International	COM	281020107	12,128,350	169,651	SH		SOLE		116,145	0	53,506
Element Solutions Inc	COM	28618M106	10,519,074	454,584	SH		SOLE		454,584	0	0
Elevance Health Inc	COM	036752103	29,994,045	63,606	SH		SOLE		43,444	0	20,162
EMCOR Group Inc	COM	29084Q100	14,035,911	65,153	SH		SOLE		39,101	0	26,052
Emerson Electric Co	COM	291011104	12,658,642	130,059	SH		SOLE		87,987	0	42,072
Encompass Health Corp	COM	29261A100	13,004,595	194,913	SH		SOLE		194,913	0	0
Encore Cap Group Inc	COM	292554102	516,787	10,183	SH		SOLE		2,425	0	7,758
Energizer Holdings Inc	COM	29272W109	777,174	24,532	SH		SOLE		5,842	0	18,690
EnerSys	COM	29275Y102	7,692,445	76,193	SH		SOLE		76,193	0	0
Enovis Corp	COM	194014502	9,535,276	170,212	SH		SOLE		170,212	0	0
Enstar Group Limited	COM	G3075P101	1,069,079	3,632	SH		SOLE		864	0	2,768
Envista Holdings Corp	COM	29415F104	2,461,555	102,309	SH		SOLE		102,309	0	0
EPR Properties	COM	26884U109	2,476,958	51,124	SH		SOLE		51,124	0	0
EQT Corp	COM	26884L109	19,793,456	511,988	SH		SOLE		367,403	0	144,585
Equinix Inc	COM	29444U700	4,573,004	5,678	SH		SOLE		5,678	0	0
Equitable Holdings Inc	COM	29452E101	2,441,290	73,312	SH		SOLE		17,954	0	55,358
Equitrans Midstream Corp	COM	294600101	1,415,458	139,043	SH		SOLE		33,112	0	105,931
Esab Corporation Com	COM	29605J106	13,342,252	154,032	SH		SOLE		154,032	0	0
Essent Group Ltd	COM	G3198U102	1,355,365	25,699	SH		SOLE		5,826	0	19,873
Ethan Allen Interiors Inc	COM	297602104	559,717	17,535	SH		SOLE		4,173	0	13,362
Euronet Worldwide Inc	COM	298736109	1,449,480	14,282	SH		SOLE		3,542	0	10,740
Evercore Inc Class A	COM	29977A105	7,707,855	45,062	SH		SOLE		45,062	0	0
Everest Group Ltd	COM	G3223R108	2,134,916	6,038	SH		SOLE		1,519	0	4,519
Evergy Inc	COM	30034W106	14,531,175	278,375	SH		SOLE		166,233	0	112,142
Extra Space Storage Inc	COM	30225T102	2,891,071	18,032	SH		SOLE		18,032	0	0
Exxon Mobil Corp	COM	30231G102	684,363	6,845	SH		SOLE		6,845	0	0
F.N.B. Corporation	COM	302520101	5,042,381	366,186	SH		SOLE		366,186	0	0
Federated Hermes Inc Cl B	COM	314211103	789,649	23,321	SH		SOLE		5,751	0	17,570
FedEx Corp	COM	31428X106	9,103,378	35,986	SH		SOLE		35,986	0	0
Fidelity Natl Financial Inc	COM	31620R303	47,008,144	921,367	SH		SOLE		651,719	0	269,648
First Financial Bancorp OH Com	COM	320209109	684,713	28,830	SH		SOLE		6,861	0	21,969
First Financial Corp	COM	320218100	494,630	11,495	SH		SOLE		2,737	0	8,758
First Interstate BancSystem In	COM	32055Y201	4,725,998	153,691	SH		SOLE		153,691	0	0
First Merchants Corp	COM	320817109	697,734	18,817	SH		SOLE		4,287	0	14,530
FirstEnergy Corp	COM	337932107	11,520,002	314,239	SH		SOLE		213,645	0	100,594
FleetCor Technologies Inc	COM	339041105	82,219,727	290,930	SH		SOLE		198,221	0	92,709
Forrester Research Inc	COM	346563109	682,475	25,456	SH		SOLE		6,062	0	19,394
Fortinet Inc	COM	34959E109	79,100,837	1,351,458	SH		SOLE		922,789	0	428,669
Fortive Corp	COM	34959J108	18,659,609	253,424	SH		SOLE		253,424	0	0
Franklin Resources Inc	COM	354613101	44,434,704	1,491,598	SH		SOLE		1,014,234	0	477,364
Gartner Inc	COM	366651107	74,581,114	165,328	SH		SOLE		113,104	0	52,224
Gates Industrial Corp plc	COM	G39108108	1,751,256	130,496	SH		SOLE		30,124	0	100,372
General Electric Co New	COM	369604301	265,215	2,078	SH		SOLE		2,078	0	0
General Mills Inc	COM	370334104	29,120,511	447,045	SH		SOLE		305,755	0	141,290
Genpact Limited	COM	G3922B107	5,003,238	144,144	SH		SOLE		144,144	0	0
Gentex Corp	COM	371901109	12,373,372	378,854	SH		SOLE		258,983	0	119,871
Genuine Parts Co	COM	372460105	11,728,319	84,681	SH		SOLE		58,152	0	26,529
German American Bancorp Inc	COM	373865104	3,697,689	114,091	SH		SOLE		114,091	0	0
Global Payments Inc	COM	37940X102	16,044,799	126,337	SH		SOLE		126,337	0	0
GoDaddy Inc	COM	380237107	5,045,572	47,528	SH		SOLE		47,528	0	0
Great Southern Bancorp Inc	COM	390905107	517,888	8,726	SH		SOLE		2,124	0	6,602
Greif Inc	COM	397624107	610,577	9,309	SH		SOLE		2,297	0	7,012
Group 1 Automotive Inc	COM	398905109	1,379,558	4,527	SH		SOLE		1,078	0	3,449
Guess Inc	COM	401617105	693,091	30,056	SH		SOLE		7,148	0	22,908
Gulfport Energy Corp Common Sh	COM	402635502	580,219	4,356	SH		SOLE		1,037	0	3,319
H&R Block Inc	COM	093671105	1,489,167	30,787	SH		SOLE		7,807	0	22,980
Halliburton Co	COM	406216101	17,080,477	472,489	SH		SOLE		323,747	0	148,742
Hancock Whitney Corp	COM	410120109	4,852,829	99,873	SH		SOLE		99,873	0	0
Harley-Davidson Inc	COM	412822108	1,322,409	35,896	SH		SOLE		8,813	0	27,083
HCA Healthcare Inc	COM	40412C101	42,223,373	155,990	SH		SOLE		117,876	0	38,114
Helmerich & Payne Inc	COM	423452101	7,159,680	197,672	SH		SOLE		197,672	0	0
Hewlett Packard Enterprise Co	COM	42824C109	3,592,849	211,593	SH		SOLE		50,139	0	161,454
Hologic Inc	COM	436440101	32,643,219	456,868	SH		SOLE		296,716	0	160,152
Home Bancshares Inc	COM	436893200	2,541,967	100,354	SH		SOLE		100,354	0	0
Honeywell Intl Inc	COM	438516106	266,541	1,271	SH		SOLE		1,271	0	0
Humana Inc	COM	444859102	28,336,150	61,895	SH		SOLE		42,705	0	19,190
Independent Bank Corp	COM	453838609	550,037	21,139	SH		SOLE		5,452	0	15,687
Ingevity Corp	COM	45688C107	6,474,145	137,106	SH		SOLE		126,496	0	10,610
Ingredion Inc	COM	457187102	7,030,682	64,781	SH		SOLE		44,357	0	20,424
Innovative Industrial Properti	COM	45781V101	5,293,453	52,504	SH		SOLE		52,504	0	0
Installed Building Prods Inc	COM	45780R101	11,097,905	60,704	SH		SOLE		51,400	0	9,304
Insteel Industries Inc	COM	45774W108	507,457	13,253	SH		SOLE		3,608	0	9,645
Integra Lifesciences Hldgs Cp	COM	457985208	4,780,353	109,767	SH		SOLE		109,767	0	0
International Paper Co	COM	460146103	8,610,713	238,194	SH		SOLE		141,382	0	96,812
Intl Business Machines Corp	COM	459200101	292,264	1,787	SH		SOLE		1,787	0	0
Intuit Inc	COM	461202103	80,561,992	128,893	SH		SOLE		87,928	0	40,965
Ipg Photonics Corp	COM	44980X109	7,004,955	64,538	SH		SOLE		64,538	0	0
ITT Inc	COM	45073V108	5,956,096	49,917	SH		SOLE		49,917	0	0
Jacobs Solutions Inc	COM	46982L108	11,704,196	90,171	SH		SOLE		61,917	0	28,254
Janus Henderson Group PLC	COM	G4474Y214	937,786	31,104	SH		SOLE		7,423	0	23,681
Jazz Pharmaceuticals plc	COM	G50871105	29,932,911	243,357	SH		SOLE		165,941	0	77,416
Jefferies Financial Group Inc	COM	47233W109	1,370,182	33,907	SH		SOLE		8,103	0	25,804
Johnson & Johnson	COM	478160104	652,822	4,165	SH		SOLE		4,165	0	0
Johnson Controls Intl plc	COM	G51502105	9,754,590	169,233	SH		SOLE		169,233	0	0
JPMorgan Chase & Co	COM	46625H100	804,403	4,729	SH		SOLE		4,729	0	0
Juniper Networks Inc	COM	48203R104	2,244,578	76,139	SH		SOLE		18,919	0	57,220
Kb Home Com	COM	48666K109	1,419,404	22,725	SH		SOLE		5,676	0	17,049
KLA-Tencor Corp	COM	482480100	79,019,016	135,935	SH		SOLE		92,788	0	43,147
Knight-Swift Trans Holdings In	COM	499049104	12,345,344	214,143	SH		SOLE		145,664	0	68,479
Korn Ferry	COM	500643200	5,756,238	96,988	SH		SOLE		86,269	0	10,719
Kroger Co	COM	501044101	30,295,080	662,767	SH		SOLE		453,033	0	209,734
L3harris Technologies Inc	COM	502431109	10,160,730	48,242	SH		SOLE		48,242	0	0
Laboratory Corp of America Hol	COM	50540R409	32,329,957	142,241	SH		SOLE		97,523	0	44,718
Lam Research Corp	COM	512807108	82,686,408	105,567	SH		SOLE		71,703	0	33,864
Lamar Advertising Co	COM	512816109	3,655,607	34,396	SH		SOLE		34,396	0	0
Landstar System Inc	COM	515098101	2,530,037	13,065	SH		SOLE		3,219	0	9,846
Lear Corp	COM	521865204	12,093,648	85,643	SH		SOLE		58,518	0	27,125
Leidos Holdings Inc	COM	525327102	3,423,956	31,633	SH		SOLE		7,809	0	23,824
Lennar Corp	COM	526057104	48,556,636	325,796	SH		SOLE		221,873	0	103,923
Leslies Inc	COM	527064109	2,703,538	391,250	SH		SOLE		391,250	0	0
Lilly Eli and Co	COM	532457108	447,100	767	SH		SOLE		767	0	0
Littelfuse Inc	COM	537008104	12,603,681	47,106	SH		SOLE		47,106	0	0
Livanova PLC	COM	G5509L101	3,820,740	73,845	SH		SOLE		73,845	0	0
LKQ Corp	COM	501889208	6,847,542	143,284	SH		SOLE		143,284	0	0
Lockheed Martin Corp	COM	539830109	205,771	454	SH		SOLE		454	0	0
Lowe's Cos Inc	COM	548661107	8,615,801	38,714	SH		SOLE		38,714	0	0
LSB Industries Inc	COM	502160104	479,381	51,491	SH		SOLE		12,254	0	39,237
Lsi Industries Inc	COM	50216C108	960,552	68,221	SH		SOLE		16,700	0	51,521
LyondellBasell Industries N.V.	COM	N53745100	7,438,964	78,239	SH		SOLE		53,686	0	24,553
Magnite Inc	COM	55955D100	850,687	91,080	SH		SOLE		21,628	0	69,452
Magnolia Oil & Gas Corp Cl A	COM	559663109	5,438,275	255,438	SH		SOLE		255,438	0	0
Marathon Oil Corp	COM	565849106	17,011,757	704,129	SH		SOLE		481,433	0	222,696
Marcus Corp	COM	566330106	496,391	34,046	SH		SOLE		8,107	0	25,939
Markel Group Inc	COM	570535104	20,568,671	14,486	SH		SOLE		14,486	0	0
Marriott Intl Inc	COM	571903202	46,411,762	205,808	SH		SOLE		140,787	0	65,021
Marriott Vacations Worldwide C	COM	57164Y107	2,569,196	30,265	SH		SOLE		30,265	0	0
Masco Corp	COM	574599106	12,850,180	191,851	SH		SOLE		130,705	0	61,146
Masonite Intl Corp	COM	575385109	571,709	6,753	SH		SOLE		1,559	0	5,194
Mastercard Incorporated	COM	57636Q104	608,203	1,426	SH		SOLE		1,426	0	0
Matador Resources Co	COM	576485205	5,236,806	92,100	SH		SOLE		92,100	0	0
Matthews Intl Corp Cl A	COM	577128101	1,084,034	29,578	SH		SOLE		6,905	0	22,673
MaxLinear Inc	COM	57776J100	1,415,242	59,539	SH		SOLE		14,169	0	45,370
McKesson Corp	COM	58155Q103	29,765,910	64,292	SH		SOLE		44,120	0	20,172
Medical Properties Trust Inc	COM	58463J304	861,160	175,389	SH		SOLE		175,389	0	0
Medtronic plc	COM	G5960L103	229,099	2,781	SH		SOLE		2,781	0	0
Mercantile Bank Corp	COM	587376104	521,548	12,916	SH		SOLE		3,275	0	9,641
Merchants Bancorp Ind Com	COM	58844R108	670,550	15,748	SH		SOLE		3,832	0	11,916
Meritage Homes Corp	COM	59001A102	7,619,856	43,742	SH		SOLE		43,742	0	0
Meta Platforms Inc	COM	30303M102	1,328,766	3,754	SH		SOLE		3,754	0	0
MetLife Inc	COM	59156R108	37,876,024	572,751	SH		SOLE		390,763	0	181,988
MGIC Inv Corp WI	COM	552848103	1,489,092	77,195	SH		SOLE		19,173	0	58,022
Microsoft Corp	COM	594918104	4,444,793	11,820	SH		SOLE		11,820	0	0
Midland Sts Bancorp Inc	COM	597742105	531,191	19,274	SH		SOLE		4,789	0	14,485
Minerals Technologies Inc	COM	603158106	649,491	9,108	SH		SOLE		2,170	0	6,938
Modine Manufacturing Co	COM	607828100	6,235,844	104,453	SH		SOLE		104,453	0	0
Molina Healthcare Inc	COM	60855R100	29,330,062	81,177	SH		SOLE		54,946	0	26,231
Molson Coors Brewing Co	COM	60871R209	30,847,698	503,965	SH		SOLE		329,197	0	174,768
Moodys Corp	COM	615369105	8,389,619	21,481	SH		SOLE		21,481	0	0
Moog Inc	COM	615394202	6,929,605	47,863	SH		SOLE		47,863	0	0
Mueller Industries Inc	COM	624756102	13,048,244	276,739	SH		SOLE		187,198	0	89,541
Murphy Oil Corp	COM	626717102	5,246,668	122,988	SH		SOLE		122,988	0	0
Murphy USA Inc	COM	626755102	45,708,853	128,194	SH		SOLE		85,048	0	43,146
National Storage Affiliates Tr	COM	637870106	11,807,960	284,735	SH		SOLE		284,735	0	0
NetApp Inc	COM	64110D104	74,256,904	842,297	SH		SOLE		574,670	0	267,627
NetScout Systems Inc	COM	64115T104	851,177	38,778	SH		SOLE		9,235	0	29,543
New York Times Co Cl A	COM	650111107	1,455,052	29,701	SH		SOLE		7,299	0	22,402
Nexstar Media Group Inc	COM	65336K103	4,589,013	29,276	SH		SOLE		29,276	0	0
NMI Holdings Inc Cl A	COM	629209305	8,207,767	276,542	SH		SOLE		276,542	0	0
Nordstrom Inc	COM	655664100	1,608,545	87,184	SH		SOLE		21,633	0	65,551
Northwest Bancshares Inc	COM	667340103	629,841	50,468	SH		SOLE		11,542	0	38,926
Northwest Nat Holding Co	COM	66765N105	841,416	21,608	SH		SOLE		5,142	0	16,466
Northwestern Corp	COM	668074305	8,316,647	163,424	SH		SOLE		163,424	0	0
NRG Energy Inc	COM	629377508	12,130,578	234,634	SH		SOLE		157,895	0	76,739
Nucor Corp	COM	670346105	7,373,205	42,365	SH		SOLE		29,176	0	13,189
NVIDIA Corp	COM	67066G104	1,530,725	3,091	SH		SOLE		3,091	0	0
NVR Inc	COM	62944T105	2,121,136	303	SH		SOLE		79	0	224
O'Reilly Automotive Inc	COM	67103H107	44,404,839	46,738	SH		SOLE		31,946	0	14,792
O-I Glass Inc Com	COM	67098H104	738,148	45,064	SH		SOLE		10,725	0	34,339
Oceaneering Intl Inc	COM	675232102	1,331,936	62,591	SH		SOLE		13,879	0	48,712
OceanFirst Financial Corp	COM	675234108	3,028,348	174,444	SH		SOLE		174,444	0	0
OFG Bancorp Com	COM	67103X102	646,268	17,243	SH		SOLE		4,106	0	13,137
OGE Energy Corp	COM	670837103	11,008,888	315,170	SH		SOLE		215,544	0	99,626
Oil States Intl Inc	COM	678026105	768,601	113,196	SH		SOLE		26,934	0	86,262
Old Natl Bancorp	COM	680033107	1,142,659	67,653	SH		SOLE		16,104	0	51,549
Old Republic Intl Corp	COM	680223104	1,800,015	61,225	SH		SOLE		15,103	0	46,122
Olin Corp	COM	680665205	1,319,455	24,457	SH		SOLE		6,295	0	18,162
Olympic Steel Inc	COM	68162K106	555,011	8,321	SH		SOLE		1,984	0	6,337
OneMain Holdings Inc	COM	68268W103	17,050,457	346,554	SH		SOLE		346,554	0	0
Oracle Corp	COM	68389X105	303,428	2,878	SH		SOLE		2,878	0	0
Oshkosh Corp	COM	688239201	13,079,883	120,652	SH		SOLE		82,236	0	38,416
OSI Systems Inc	COM	671044105	5,190,778	40,223	SH		SOLE		40,223	0	0
Ovintiv Inc	COM	69047Q102	19,152,897	436,086	SH		SOLE		283,108	0	152,978
Owens Corning	COM	690742101	9,375,548	63,250	SH		SOLE		37,715	0	25,535
Oxford Industries Inc	COM	691497309	4,150,000	41,500	SH		SOLE		36,424	0	5,076
Pacira Biosciences Inc	COM	695127100	1,059,908	31,414	SH		SOLE		7,101	0	24,313
Packaging Corp of America	COM	695156109	6,997,310	42,952	SH		SOLE		29,267	0	13,685
Parker-Hannifin Corp	COM	701094104	12,250,934	26,592	SH		SOLE		18,254	0	8,338
Patrick Industries Inc	COM	703343103	749,213	7,466	SH		SOLE		1,668	0	5,798
Patterson-UTI Energy Inc	COM	703481101	4,475,056	414,357	SH		SOLE		414,357	0	0
Paychex Inc	COM	704326107	71,817,017	602,947	SH		SOLE		410,506	0	192,441
Pediatrix Medical Group Inc	COM	58502B106	762,488	81,988	SH		SOLE		19,525	0	62,463
Peoples Bancorp Inc	COM	709789101	575,574	17,049	SH		SOLE		4,179	0	12,870
Pfizer Inc	COM	717081103	311,393	10,816	SH		SOLE		10,816	0	0
Philip Morris Intl Inc	COM	718172109	299,551	3,184	SH		SOLE		3,184	0	0
Photronics Inc	COM	719405102	7,609,421	242,570	SH		SOLE		242,570	0	0
Pinnacle Financial Partners In	COM	72346Q104	16,041,851	183,924	SH		SOLE		183,924	0	0
Pinnacle West Capital Corp	COM	723484101	11,003,661	153,169	SH		SOLE		103,681	0	49,488
Piper Sandler Companies	COM	724078100	624,636	3,572	SH		SOLE		870	0	2,702
Portland General Electric Co	COM	736508847	9,564,965	220,696	SH		SOLE		220,696	0	0
Post Holdings Inc	COM	737446104	30,882,378	350,697	SH		SOLE		233,821	0	116,876
PPL Corp	COM	69351T106	12,088,416	446,067	SH		SOLE		304,547	0	141,520
Preferred Bank Los Angeles CA	COM	740367404	586,665	8,031	SH		SOLE		1,913	0	6,118
Premier Inc	COM	74051N102	1,361,679	60,898	SH		SOLE		16,172	0	44,726
Prestige Consmr Healthcare Inc	COM	74112D101	6,277,927	102,547	SH		SOLE		102,547	0	0
Primo Water Corporation	COM	74167P108	4,389,242	291,644	SH		SOLE		291,644	0	0
Principal Financial Group Inc	COM	74251V102	1,571,905	19,981	SH		SOLE		5,187	0	14,794
Procter & Gamble Co	COM	742718109	626,165	4,273	SH		SOLE		4,273	0	0
Prog Holdings Inc	COM	74319R101	3,889,683	125,839	SH		SOLE		103,105	0	22,734
Propetro Holding Corp	COM	74347M108	941,082	112,301	SH		SOLE		27,145	0	85,156
Prosperity Bancshares Inc	COM	743606105	12,809,775	189,130	SH		SOLE		189,130	0	0
Public Service Enterprise Grou	COM	744573106	11,330,789	185,295	SH		SOLE		126,843	0	58,452
PulteGroup Inc	COM	745867101	50,582,342	490,044	SH		SOLE		324,914	0	165,130
PVH Corp	COM	693656100	45,910,892	375,949	SH		SOLE		256,226	0	119,723
QCR Holdings Inc	COM	74727A104	3,542,638	60,672	SH		SOLE		60,672	0	0
QUALCOMM Inc	COM	747525103	317,174	2,193	SH		SOLE		2,193	0	0
Qualys Inc	COM	74758T303	1,637,171	8,341	SH		SOLE		2,031	0	6,310
Quanex Building Products Corp	COM	747619104	7,030,427	229,978	SH		SOLE		218,773	0	11,205
Quest Diagnostics Inc	COM	74834L100	33,084,306	239,950	SH		SOLE		156,092	0	83,858
Quidel Corp	COM	219798105	8,700,875	118,058	SH		SOLE		118,058	0	0
Ramaco Resources Inc Cl A	COM	75134P600	4,755,630	276,812	SH		SOLE		276,812	0	0
Ramaco Resources Inc Cl B	COM	75134P501	816,196	61,322	SH		SOLE		61,322	0	0
Range Resources Corp	COM	75281A109	17,839,819	586,065	SH		SOLE		400,979	0	185,086
RBB Bancorp	COM	74930B105	1,491,556	78,338	SH		SOLE		78,338	0	0
Regions Financial Corp	COM	7591EP100	45,450,054	2,345,204	SH		SOLE		1,546,664	0	798,540
Reliance Steel & Aluminum Co	COM	759509102	9,120,644	32,611	SH		SOLE		19,757	0	12,854
Republic Services Inc	COM	760759100	16,676,194	101,123	SH		SOLE		101,123	0	0
Rex American Resources Corp	COM	761624105	498,400	10,537	SH		SOLE		2,382	0	8,155
Rhythm Pharmaceuticals Inc	COM	76243J105	3,517,027	76,507	SH		SOLE		76,507	0	0
Royal Caribbean Group	COM	V7780T103	47,825,448	369,337	SH		SOLE		251,474	0	117,863
Rtx Corporation Com	COM	75513E101	239,210	2,843	SH		SOLE		2,843	0	0
Ryder System Inc	COM	783549108	12,591,016	109,430	SH		SOLE		74,737	0	34,693
Ryerson Holding Corp	COM	783754104	612,137	17,651	SH		SOLE		4,201	0	13,450
Sabra Health Care REIT Inc	COM	78573L106	5,268,513	369,202	SH		SOLE		369,202	0	0
Salesforce Inc	COM	79466L302	454,969	1,729	SH		SOLE		1,729	0	0
Sandy Spring Bancorp Inc	COM	800363103	2,455,141	90,130	SH		SOLE		90,130	0	0
Sanmina Corporation Com	COM	801056102	5,941,095	115,653	SH		SOLE		115,653	0	0
SBA Communications Corp	COM	78410G104	8,717,803	34,364	SH		SOLE		34,364	0	0
Schein Henry Inc	COM	806407102	35,691,132	471,419	SH		SOLE		305,289	0	166,130
Schlumberger Ltd	COM	806857108	6,941,824	133,394	SH		SOLE		133,394	0	0
Science Applications Intl Corp	COM	808625107	10,978,451	88,308	SH		SOLE		79,492	0	8,816
Scotts Miracle-Gro Co Cl A	COM	810186106	3,809,700	59,760	SH		SOLE		47,566	0	12,194
Sealed Air Corp	COM	81211K100	6,251,859	171,190	SH		SOLE		171,190	0	0
Select Med Holdings Corp	COM	81619Q105	1,064,433	45,295	SH		SOLE		10,778	0	34,517
Select Water Solutions Inc Cl	COM	81617J301	849,617	111,939	SH		SOLE		26,658	0	85,281
ServiceNow Inc	COM	81762P102	279,770	396	SH		SOLE		396	0	0
Servisfirst Bancshares Inc	COM	81768T108	1,848,449	27,742	SH		SOLE		27,742	0	0
Shell PLC Spon ADS	COM	780259305	17,239,797	262,003	SH		SOLE		178,687	0	83,316
Signet Jewelers Limited	COM	G81276100	7,437,301	69,339	SH		SOLE		69,339	0	0
Siriuspoint Ltd	COM	G8192H106	792,257	68,298	SH		SOLE		15,756	0	52,542
Six Flags Entertainment Corp	COM	83001A102	4,614,595	183,995	SH		SOLE		183,995	0	0
SLM Corp	COM	78442P106	2,624,105	137,244	SH		SOLE		137,244	0	0
SM Energy Co	COM	78454L100	24,379,157	629,627	SH		SOLE		479,433	0	150,194
Smart Global Holdings Inc	COM	G8232Y101	1,072,517	56,657	SH		SOLE		13,518	0	43,139
Snap-on Inc	COM	833034101	11,764,742	40,731	SH		SOLE		27,692	0	13,039
Sonoco Products Co	COM	835495102	7,291,538	130,509	SH		SOLE		88,636	0	41,873
South State Corp	COM	840441109	11,220,196	132,862	SH		SOLE		132,862	0	0
SpartanNash Co	COM	847215100	762,514	33,225	SH		SOLE		7,912	0	25,313
SS&C Technologies Holdings Inc	COM	78467J100	2,233,021	36,541	SH		SOLE		9,156	0	27,385
STAG Industrial Inc	COM	85254J102	24,404,919	621,623	SH		SOLE		621,623	0	0
Starbucks Corp	COM	855244109	230,424	2,400	SH		SOLE		2,400	0	0
State Street Corp	COM	857477103	39,424,661	508,968	SH		SOLE		350,324	0	158,644
Steel Dynamics Inc	COM	858119100	7,231,972	61,236	SH		SOLE		41,861	0	19,375
Stryker Corp	COM	863667101	220,403	736	SH		SOLE		736	0	0
Super Micro Computer Inc	COM	86800U104	74,392,263	261,705	SH		SOLE		178,322	0	83,383
Synchrony Financial	COM	87165B103	44,185,410	1,156,989	SH		SOLE		771,282	0	385,707
Sysco Corp	COM	871829107	11,571,506	158,232	SH		SOLE		158,232	0	0
T-Mobile US Inc	COM	872590104	11,462,473	71,493	SH		SOLE		48,955	0	22,538
Taylor Morrison Home Corp	COM	87724P106	1,234,466	23,139	SH		SOLE		5,756	0	17,383
Td Synnex Corporation	COM	87162W100	1,995,520	18,544	SH		SOLE		4,585	0	13,959
Teledyne Technologies Inc	COM	879360105	5,067,623	11,355	SH		SOLE		11,355	0	0
Tenet Healthcare Corp New	COM	88033G407	2,590,615	34,281	SH		SOLE		8,361	0	25,920
Tesla Inc	COM	88160R101	732,022	2,946	SH		SOLE		2,946	0	0
Texas Instruments Inc	COM	882508104	13,656,232	80,114	SH		SOLE		80,114	0	0
The Cigna Group Com	COM	125523100	39,533,988	132,022	SH		SOLE		99,227	0	32,795
The Clorox Co	COM	189054109	1,793,925	12,581	SH		SOLE		2,994	0	9,587
The Goldman Sachs Group Inc	COM	38141G104	42,978,636	111,410	SH		SOLE		76,319	0	35,091
The Hanover Insurance Group In	COM	410867105	8,271,009	68,119	SH		SOLE		68,119	0	0
The Hartford Financial Service	COM	416515104	38,065,155	473,565	SH		SOLE		321,654	0	151,911
The Home Depot Inc	COM	437076102	203,771	588	SH		SOLE		588	0	0
The Odp Corp	COM	88337F105	1,103,367	19,598	SH		SOLE		4,667	0	14,931
The Timken Co	COM	887389104	15,132,961	188,808	SH		SOLE		114,497	0	74,311
The TJX Cos Inc	COM	872540109	233,305	2,487	SH		SOLE		2,487	0	0
The Walt Disney Co	COM	254687106	336,782	3,730	SH		SOLE		3,730	0	0
The Western Union Co	COM	959802109	30,140,554	2,528,570	SH		SOLE		1,729,069	0	799,501
Thermo Fisher Scientific Inc	COM	883556102	390,131	735	SH		SOLE		735	0	0
Toll Brothers Inc	COM	889478103	52,521,681	510,961	SH		SOLE		338,125	0	172,836
TOTAL SE SPONSORED ADS	COM	89151E109	17,280,612	256,465	SH		SOLE		175,441	0	81,024
TransDigm Group Inc	COM	893641100	79,909,319	78,993	SH		SOLE		54,833	0	24,160
TreeHouse Foods Inc	COM	89469A104	683,801	16,497	SH		SOLE		3,926	0	12,571
Trinet Group Inc	COM	896288107	17,135,791	144,083	SH		SOLE		112,070	0	32,013
TripAdvisor Inc	COM	896945201	1,152,199	53,516	SH		SOLE		13,712	0	39,804
Tronox Holdings PLC	COM	G9087Q102	663,184	46,835	SH		SOLE		11,729	0	35,106
Trustmark Corp	COM	898402102	672,940	24,137	SH		SOLE		5,652	0	18,485
TTM Technologies Inc	COM	87305R109	2,151,773	136,102	SH		SOLE		136,102	0	0
Ufp Industries Inc	COM	90278Q108	7,584,476	60,410	SH		SOLE		41,608	0	18,802
UGI Corp	COM	902681105	12,434,267	505,458	SH		SOLE		343,010	0	162,448
Ultra Clean Holdings Inc	COM	90385V107	1,244,403	36,450	SH		SOLE		8,654	0	27,796
Union Pacific Corp	COM	907818108	5,777,474	23,522	SH		SOLE		23,522	0	0
United Parcel Service Inc Cl B	COM	911312106	223,896	1,424	SH		SOLE		1,424	0	0
United Rentals Inc	COM	911363109	15,842,448	27,628	SH		SOLE		17,160	0	10,468
UnitedHealth Group Inc	COM	91324P102	7,629,077	14,491	SH		SOLE		14,491	0	0
Unitil Corp	COM	913259107	699,549	13,307	SH		SOLE		3,169	0	10,138
Universal Health Services Inc	COM	913903100	9,049,905	59,367	SH		SOLE		45,718	0	13,649
Univest Financial Corporation	COM	915271100	519,203	23,568	SH		SOLE		5,531	0	18,037
Unum Group	COM	91529Y106	39,182,271	866,481	SH		SOLE		571,434	0	295,047
US Foods Holding Corp	COM	912008109	7,934,762	174,736	SH		SOLE		174,736	0	0
Vanguard Short-Term Corporate	COM	92206C409	6,692,505	86,500	SH		SOLE		86,500	0	0
Varex Imaging Corp	COM	92214X106	771,866	37,652	SH		SOLE		8,967	0	28,685
Vector Group Ltd	COM	92240M108	567,429	50,304	SH		SOLE		11,970	0	38,334
Veritex Holdings Inc	COM	923451108	2,664,904	114,521	SH		SOLE		114,521	0	0
Verizon Communications Inc	COM	92343V104	11,466,945	304,163	SH		SOLE		209,097	0	95,066
Vestis Corporation Com	COM	29430C102	2,674,971	126,536	SH		SOLE		126,536	0	0
Virtu Financial Inc	COM	928254101	613,919	30,302	SH		SOLE		6,907	0	23,395
Visa Inc	COM	92826C839	718,826	2,761	SH		SOLE		2,761	0	0
Vista Outdoor Inc	COM	928377100	769,234	26,014	SH		SOLE		6,194	0	19,820
Vistra Energy Corp	COM	92840M102	14,329,941	372,013	SH		SOLE		221,833	0	150,180
Vontier Corporation	COM	928881101	11,488,842	332,528	SH		SOLE		227,490	0	105,038
Wabash Natl Corp	COM	929566107	587,108	22,916	SH		SOLE		5,457	0	17,459
Walmart Inc	COM	931142103	430,069	2,728	SH		SOLE		2,728	0	0
Waste Management Inc	COM	94106L109	10,341,234	57,740	SH		SOLE		57,740	0	0
Waterstone Financial Inc	COM	94188P101	402,740	28,362	SH		SOLE		6,766	0	21,596
Wells Fargo & Co	COM	949746101	42,187,053	857,112	SH		SOLE		584,832	0	272,280
WESCO Intl Inc	COM	95082P105	3,385,096	19,468	SH		SOLE		4,756	0	14,712
Westlake Corporation	COM	960413102	9,070,948	64,811	SH		SOLE		39,186	0	25,625
Winnebago Industries Inc	COM	974637100	812,539	11,149	SH		SOLE		2,757	0	8,392
Worthington Industries Inc	COM	981811102	4,989,412	86,697	SH		SOLE		76,142	0	10,555
Worthington Stl Inc	COM	982104101	2,020,531	71,905	SH		SOLE		71,905	0	0
WSFS Financial Corp	COM	929328102	2,956,514	64,370	SH		SOLE		64,370	0	0
Xerox Corp	COM	98421M106	1,652,743	90,166	SH		SOLE		21,472	0	68,694
Yeti Holdings Inc	COM	98585X104	4,091,552	79,018	SH		SOLE		79,018	0	0
Zebra Technologies Corp	COM	989207105	2,630,801	9,625	SH		SOLE		9,625	0	0
Ziff Davis Inc Com	COM	48123V102	1,031,904	15,358	SH		SOLE		3,654	0	11,704
Zimmer Biomet Holdings Inc	COM	98956P102	15,069,137	123,822	SH		SOLE		123,822	0	0

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