# EDGAR Filing Document

**Accession Number:** 0001328062
**File Stem:** 0001328062-26-000003
**Filing Date:** 2026-5
**Character Count:** 32479
**Document Hash:** ab4b9e056893f030493cc13fd5bbed48
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001328062-26-000003.hdr.sgml**: 20260508

**ACCESSION NUMBER**: 0001328062-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260508

**DATE AS OF CHANGE**: 20260508

**EFFECTIVENESS DATE**: 20260508

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Cornerstone Investment Partners, LLC
- **CENTRAL INDEX KEY:** 0001328062

**ORGANIZATION NAME:**
- **EIN:** 582620541
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1204

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11408
- **FILM NUMBER:** 26958570

**BUSINESS ADDRESS:**
- **STREET 1:** PHIPPS TOWER
- **STREET 2:** 3438 PEACHTREE ROAD NE, SUITE 900
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30326
- **BUSINESS PHONE:** 4047513900

**MAIL ADDRESS:**
- **STREET 1:** PHIPPS TOWER
- **STREET 2:** 3438 PEACHTREE ROAD NE, SUITE 900
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30326

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Cornerstone Investment Partners LLC<br>**Address:** PHIPPS TOWER<br>3438 PEACHTREE ROAD NE SUITE 900<br>ATLANTA, GA 30326

**Form 13F File Number:** 028-11408

**CRD Number (if applicable):** 000111753

**SEC File Number (if applicable):** 801-61425

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Sean Kim<br>**Title:** CCO<br>**Phone:** 4047513884

**Signature, Place, and Date of Signing:**

Sean Kim  Atlanta, GA  05-08-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 291

**Form 13F Information Table Value Total:** $2380506258

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| A10 Networks Inc. | COM | 002121101 |  | 281671 | 12183 | SH |  | SOLE |  | 12183 | 0 | 0 |
| Acacia Research Corporation | COM | 003881307 |  | 265146 | 55124 | SH |  | SOLE |  | 55124 | 0 | 0 |
| Acadia Pharmaceuticals Inc | COM | 004225108 |  | 212316 | 9538 | SH |  | SOLE |  | 9538 | 0 | 0 |
| ACM Research Inc. Class A | COM | 00108J109 |  | 251486 | 6391 | SH |  | SOLE |  | 5885 | 0 | 506 |
| Affiliated Managers Group | COM | 008252108 |  | 421137 | 1522 | SH |  | SOLE |  | 1398 | 0 | 124 |
| Alamo Group Inc. | COM | 011311107 |  | 468845 | 2842 | SH |  | SOLE |  | 2711 | 0 | 131 |
| Alarm.com Holdings Inc. | COM | 011642105 |  | 259874 | 6017 | SH |  | SOLE |  | 6017 | 0 | 0 |
| Albertsons Companies Inc. Class A | COM | 013091103 |  | 334120 | 19608 | SH |  | SOLE |  | 17092 | 0 | 2516 |
| Alignment Healthcare Inc. | COM | 01625V104 |  | 237729 | 13492 | SH |  | SOLE |  | 13492 | 0 | 0 |
| Allegiant Travel Company | COM | 01748X102 |  | 243120 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| Alphabet Inc. Class A | COM | 02079K305 |  | 136499268 | 474681 | SH |  | SOLE |  | 454241 | 0 | 20440 |
| Amalgamated Bank | COM | 022671101 |  | 275588 | 7090 | SH |  | SOLE |  | 7090 | 0 | 0 |
| Amazon.com Inc. | COM | 023135106 |  | 85266988 | 409406 | SH |  | SOLE |  | 390302 | 0 | 19104 |
| American Eagle Outfitters | COM | 02553E106 |  | 210270 | 12591 | SH |  | SOLE |  | 12591 | 0 | 0 |
| American Express Co. | COM | 025816109 |  | 52391653 | 173207 | SH |  | SOLE |  | 165546 | 0 | 7661 |
| American Public Education | COM | 02913V103 |  | 340142 | 5980 | SH |  | SOLE |  | 5980 | 0 | 0 |
| American Superconductor Corporation | COM | 030111207 |  | 270868 | 8002 | SH |  | SOLE |  | 8002 | 0 | 0 |
| Andersons Inc. | COM | 034164103 |  | 287192 | 4001 | SH |  | SOLE |  | 4001 | 0 | 0 |
| API Group Corp. | COM | 00187Y100 |  | 1476873 | 36448 | SH |  | SOLE |  | 33038 | 0 | 3410 |
| Apollo Global Management LLC | COM | 03769M106 |  | 68578676 | 615497 | SH |  | SOLE |  | 586690 | 0 | 28807 |
| Applied Materials Inc. | COM | 038222105 |  | 115047881 | 336604 | SH |  | SOLE |  | 319402 | 0 | 17202 |
| Arch Capital Group Ltd. | COM | G0450A105 |  | 384152 | 4002 | SH |  | SOLE |  | 3655 | 0 | 347 |
| Ardmore Shipping Corp. | ADR | Y0207T100 |  | 275949 | 18095 | SH |  | SOLE |  | 18095 | 0 | 0 |
| Arko Corp. | COM | 041242108 |  | 281264 | 50587 | SH |  | SOLE |  | 50587 | 0 | 0 |
| Arlo Technologies Inc. | COM | 04206A101 |  | 385434 | 27086 | SH |  | SOLE |  | 27086 | 0 | 0 |
| Assurant Inc. | COM | 04621X108 |  | 373980 | 1717 | SH |  | SOLE |  | 1579 | 0 | 138 |
| Astec Industries Inc. | COM | 046224101 |  | 254286 | 4723 | SH |  | SOLE |  | 4723 | 0 | 0 |
| Atlanta Braves Holdings Inc Class C | COM | 047726302 |  | 215977 | 5058 | SH |  | SOLE |  | 5058 | 0 | 0 |
| Atmus Filtration Technologies Inc. | COM | 04956D107 |  | 356970 | 6288 | SH |  | SOLE |  | 6288 | 0 | 0 |
| ATN International Inc. | COM | 00215F107 |  | 275085 | 10106 | SH |  | SOLE |  | 10106 | 0 | 0 |
| Atour Lifestyle Holdings | ADR | 04965M106 |  | 211105 | 5735 | SH |  | SOLE |  | 5735 | 0 | 0 |
| AtriCure Inc. | COM | 04963C209 |  | 261848 | 9178 | SH |  | SOLE |  | 9178 | 0 | 0 |
| Aurinia Pharmaceuticals Inc. | COM | 05156V102 |  | 214846 | 14497 | SH |  | SOLE |  | 14497 | 0 | 0 |
| AutoZone Inc. | COM | 053332102 |  | 51369278 | 15208 | SH |  | SOLE |  | 14473 | 0 | 735 |
| Aveanna Healthcare Holdings Inc | COM | 05356F105 |  | 240534 | 37350 | SH |  | SOLE |  | 37350 | 0 | 0 |
| Avepoint Inc | COM | 053604104 |  | 116070 | 12205 | SH |  | SOLE |  | 12205 | 0 | 0 |
| Axcelis Technologies Inc | COM | 054540208 |  | 242473 | 2605 | SH |  | SOLE |  | 2605 | 0 | 0 |
| Axogen Inc. | COM | 05463X106 |  | 438177 | 13226 | SH |  | SOLE |  | 13226 | 0 | 0 |
| Bank First Corporation | COM | 06211J100 |  | 276468 | 2047 | SH |  | SOLE |  | 2047 | 0 | 0 |
| Bank of Marin Bancorp | COM | 063425102 |  | 227774 | 8887 | SH |  | SOLE |  | 8887 | 0 | 0 |
| Bank of N.T. Butterfield  Son Limited (The) | ADR | G0772R208 |  | 274208 | 5225 | SH |  | SOLE |  | 5225 | 0 | 0 |
| BillionToOne Inc. Class A | COM | 090168105 |  | 268554 | 3402 | SH |  | SOLE |  | 3402 | 0 | 0 |
| BioLife Solutions Inc. | COM | 09062W204 |  | 271909 | 14251 | SH |  | SOLE |  | 14251 | 0 | 0 |
| BJ's Restaurants Inc. | COM | 09180C106 |  | 210916 | 6009 | SH |  | SOLE |  | 6009 | 0 | 0 |
| BJ'S WHOLESALE CLUB HOLDINGS | COM | 05550J101 |  | 492592 | 5005 | SH |  | SOLE |  | 4611 | 0 | 394 |
| Boot Barn Holdings Inc | COM | 099406100 |  | 277499 | 1896 | SH |  | SOLE |  | 1896 | 0 | 0 |
| Brady Corporation Class A | COM | 104674106 |  | 200988 | 2474 | SH |  | SOLE |  | 2474 | 0 | 0 |
| Broadcom Limited | COM | 11135F101 |  | 100084082 | 323363 | SH |  | SOLE |  | 309206 | 0 | 14157 |
| Bruker Corporation | COM | 116794108 |  | 429069 | 11879 | SH |  | SOLE |  | 10993 | 0 | 886 |
| Builders FirstSource Inc. | COM | 12008R107 |  | 233241 | 2833 | SH |  | SOLE |  | 2590 | 0 | 243 |
| Byline Bancorp Inc. | COM | 124411109 |  | 232545 | 7366 | SH |  | SOLE |  | 7366 | 0 | 0 |
| CACI International Inc. | COM | 127190304 |  | 1162250 | 2137 | SH |  | SOLE |  | 1935 | 0 | 202 |
| Calix Inc. | COM | 13100M509 |  | 340676 | 6954 | SH |  | SOLE |  | 6954 | 0 | 0 |
| Callaway Golf Company | COM | 131193104 |  | 279960 | 20170 | SH |  | SOLE |  | 20170 | 0 | 0 |
| Camden National Corp | COM | 133034108 |  | 242991 | 5121 | SH |  | SOLE |  | 5121 | 0 | 0 |
| Capital City Bank Group Inc. | COM | 139674105 |  | 219603 | 5053 | SH |  | SOLE |  | 5053 | 0 | 0 |
| CarGurus Inc. | COM | 141788109 |  | 259223 | 7613 | SH |  | SOLE |  | 7613 | 0 | 0 |
| Carlisle Companies Incorporated | COM | 142339100 |  | 430703 | 1291 | SH |  | SOLE |  | 1116 | 0 | 175 |
| Carters Inc | COM | 146229109 |  | 280716 | 7850 | SH |  | SOLE |  | 7850 | 0 | 0 |
| CBRE Group Inc. | COM | 12504L109 |  | 50773388 | 374822 | SH |  | SOLE |  | 355839 | 0 | 18983 |
| Cencora Inc. | COM | 03073E105 |  | 85436984 | 271971 | SH |  | SOLE |  | 259592 | 0 | 12379 |
| Centene Corporation | COM | 15135B101 |  | 313780 | 9584 | SH |  | SOLE |  | 8790 | 0 | 794 |
| Charles River Laboratories International Inc. | COM | 159864107 |  | 619965 | 3594 | SH |  | SOLE |  | 3302 | 0 | 292 |
| Chemed Corporation | COM | 16359R103 |  | 319946 | 847 | SH |  | SOLE |  | 778 | 0 | 69 |
| Chubb Limited | COM | H1467J104 |  | 75254318 | 230891 | SH |  | SOLE |  | 220369 | 0 | 10522 |
| Churchill Downs Incorporated | COM | 171484108 |  | 580302 | 6460 | SH |  | SOLE |  | 5934 | 0 | 526 |
| Ciena Corporation | COM | 171779309 |  | 2033937 | 5239 | SH |  | SOLE |  | 4821 | 0 | 418 |
| Clean Energy Fuels Corp. | COM | 184499101 |  | 254113 | 102465 | SH |  | SOLE |  | 102465 | 0 | 0 |
| Colliers International Group | COM | 194693107 |  | 378711 | 3543 | SH |  | SOLE |  | 3274 | 0 | 269 |
| Columbia Sportswear Co. | COM | 198516106 |  | 269227 | 4912 | SH |  | SOLE |  | 4912 | 0 | 0 |
| Comfort Systems USA | COM | 199908104 |  | 2123645 | 1540 | SH |  | SOLE |  | 1412 | 0 | 128 |
| Community Trust Bancorp | COM | 204149108 |  | 218713 | 3602 | SH |  | SOLE |  | 3602 | 0 | 0 |
| CommVault Systems Inc. | COM | 204166102 |  | 260932 | 3350 | SH |  | SOLE |  | 3350 | 0 | 0 |
| Costamare Inc. | COM | Y1771G102 |  | 339031 | 20061 | SH |  | SOLE |  | 20061 | 0 | 0 |
| Coursera Inc | COM | 22266M104 |  | 105476 | 18123 | SH |  | SOLE |  | 18123 | 0 | 0 |
| CSW Industrials Inc. | COM | 126402106 |  | 325725 | 1250 | SH |  | SOLE |  | 1144 | 0 | 106 |
| CSX Corporation | COM | 126408103 |  | 797807 | 19435 | SH |  | SOLE |  | 19165 | 0 | 270 |
| Cummins Inc. | COM | 231021106 |  | 51788191 | 96257 | SH |  | SOLE |  | 91282 | 0 | 4975 |
| Custom Truck One Source Inc | COM | 23204X103 |  | 590893 | 89938 | SH |  | SOLE |  | 82624 | 0 | 7314 |
| Daktronics Inc. | COM | 234264109 |  | 300523 | 15372 | SH |  | SOLE |  | 15372 | 0 | 0 |
| Darling Ingredients Inc | COM | 237266101 |  | 536116 | 8668 | SH |  | SOLE |  | 7956 | 0 | 712 |
| Diamondback Energy Inc. | COM | 25278X109 |  | 70375496 | 355809 | SH |  | SOLE |  | 337531 | 0 | 18278 |
| Diodes Inc. | COM | 254543101 |  | 271334 | 3975 | SH |  | SOLE |  | 3975 | 0 | 0 |
| Dollar General Corp. | COM | 256677105 |  | 65845640 | 554583 | SH |  | SOLE |  | 526302 | 0 | 28281 |
| Dollar Tree Inc. | COM | 256746108 |  | 278593 | 2544 | SH |  | SOLE |  | 2324 | 0 | 220 |
| Dorman Products Inc. | COM | 258278100 |  | 528688 | 5066 | SH |  | SOLE |  | 4825 | 0 | 241 |
| Douglas Emmett Inc. | COM | 25960P109 |  | 110996 | 11783 | SH |  | SOLE |  | 11783 | 0 | 0 |
| Elevance Health Inc. | COM | 036752103 |  | 41759909 | 142647 | SH |  | SOLE |  | 135447 | 0 | 7200 |
| EMCOR Group Inc. | COM | 29084Q100 |  | 1602133 | 2170 | SH |  | SOLE |  | 1967 | 0 | 203 |
| Emergent BioSolutions Inc. | COM | 29089Q105 |  | 279046 | 33620 | SH |  | SOLE |  | 33620 | 0 | 0 |
| Enova International Inc. | COM | 29357K103 |  | 285107 | 2099 | SH |  | SOLE |  | 2099 | 0 | 0 |
| Envista Holdings Corp. | COM | 29415F104 |  | 265903 | 10481 | SH |  | SOLE |  | 10481 | 0 | 0 |
| Euronet Worldwide Inc | COM | 298736109 |  | 406914 | 6131 | SH |  | SOLE |  | 5627 | 0 | 504 |
| EverCommerce Inc. | COM | 29977X105 |  | 274960 | 24056 | SH |  | SOLE |  | 24056 | 0 | 0 |
| Evercore Partners Inc. | COM | 29977A105 |  | 1402698 | 4699 | SH |  | SOLE |  | 4190 | 0 | 509 |
| EVERQUOTE INC. | COM | 30041R108 |  | 159952 | 10373 | SH |  | SOLE |  | 10373 | 0 | 0 |
| Exponent Inc. | COM | 30214U102 |  | 210758 | 3230 | SH |  | SOLE |  | 3230 | 0 | 0 |
| Farmland Partners Inc. | COM | 31154R109 |  | 203050 | 18081 | SH |  | SOLE |  | 18081 | 0 | 0 |
| Fastly Inc | COM | 31188V100 |  | 273542 | 9413 | SH |  | SOLE |  | 9413 | 0 | 0 |
| FIGS Inc. Class A | COM | 30260D103 |  | 425863 | 28833 | SH |  | SOLE |  | 28833 | 0 | 0 |
| Fiserv Inc. | COM | 337738108 |  | 20019980 | 358781 | SH |  | SOLE |  | 340349 | 0 | 18432 |
| Flextronics International Ltd. | COM | Y2573F102 |  | 549144 | 8389 | SH |  | SOLE |  | 7671 | 0 | 718 |
| Flywire Corp | COM | 302492103 |  | 194423 | 16703 | SH |  | SOLE |  | 16703 | 0 | 0 |
| Forum Energy Technologies Inc. | COM | 34984V209 |  | 271127 | 4622 | SH |  | SOLE |  | 4622 | 0 | 0 |
| Freshpet Inc | COM | 358039105 |  | 243859 | 4136 | SH |  | SOLE |  | 4136 | 0 | 0 |
| GCM Grosvenor Inc. Class A | COM | 36831E108 |  | 393323 | 40135 | SH |  | SOLE |  | 36835 | 0 | 3300 |
| GeneDx Holdings Corp | COM | 81663L200 |  | 240889 | 3751 | SH |  | SOLE |  | 3751 | 0 | 0 |
| Gigacloud Technology | COM | G38644103 |  | 293881 | 6476 | SH |  | SOLE |  | 6476 | 0 | 0 |
| Golar LNG Ltd | COM | G9456A100 |  | 400089 | 7394 | SH |  | SOLE |  | 7394 | 0 | 0 |
| Graham Corporation | COM | 384556106 |  | 412436 | 5226 | SH |  | SOLE |  | 5226 | 0 | 0 |
| Grand Canyon Education Inc | COM | 38526M106 |  | 274598 | 1615 | SH |  | SOLE |  | 1615 | 0 | 0 |
| Green Brick Partners Inc. | COM | 392709101 |  | 438647 | 6806 | SH |  | SOLE |  | 6806 | 0 | 0 |
| Green Plains Inc. | COM | 393222104 |  | 289898 | 17623 | SH |  | SOLE |  | 17623 | 0 | 0 |
| Greenlight Capital Re Ltd. Class A | COM | G4095J109 |  | 285786 | 16529 | SH |  | SOLE |  | 16529 | 0 | 0 |
| Grid Dynamics Holdings Inc. | COM | 39813G109 |  | 154430 | 27093 | SH |  | SOLE |  | 27093 | 0 | 0 |
| Guardian Pharmacy Services Inc. Class A | COM | 40145W101 |  | 273487 | 7262 | SH |  | SOLE |  | 7262 | 0 | 0 |
| Hamilton Lane Incorporated Class A | COM | 407497106 |  | 339948 | 3420 | SH |  | SOLE |  | 3135 | 0 | 285 |
| Hasbro Inc. | COM | 418056107 |  | 470714 | 5029 | SH |  | SOLE |  | 4609 | 0 | 420 |
| Herc Holdings Inc. | COM | 42704L104 |  | 451559 | 4536 | SH |  | SOLE |  | 4195 | 0 | 341 |
| Hilltop Holdings Inc. | COM | 432748101 |  | 223911 | 6251 | SH |  | SOLE |  | 6251 | 0 | 0 |
| IAC/Interactive Corp | COM | 44891N208 |  | 233535 | 5834 | SH |  | SOLE |  | 5834 | 0 | 0 |
| ICF International Inc. | COM | 44925C103 |  | 218395 | 3345 | SH |  | SOLE |  | 3072 | 0 | 273 |
| Ichor Holdings Ltd. | COM | G4740B105 |  | 258592 | 5548 | SH |  | SOLE |  | 5548 | 0 | 0 |
| Innoviva Inc. | COM | 45781M101 |  | 243112 | 10434 | SH |  | SOLE |  | 10434 | 0 | 0 |
| Interface Inc. | COM | 458665304 |  | 263728 | 10583 | SH |  | SOLE |  | 10583 | 0 | 0 |
| Intrepid Potash Inc. | COM | 46121Y201 |  | 302555 | 7074 | SH |  | SOLE |  | 7074 | 0 | 0 |
| InvenTrust Properties Corp | COM | 46124J201 |  | 218642 | 7178 | SH |  | SOLE |  | 7178 | 0 | 0 |
| IQVIA Holdings Inc | COM | 46266C105 |  | 73925338 | 433478 | SH |  | SOLE |  | 413914 | 0 | 19564 |
| iRadimed Corporation | COM | 46266A109 |  | 286470 | 2976 | SH |  | SOLE |  | 2976 | 0 | 0 |
| iShares S Natl AMT-Fr Mun | COM | 464288414 |  | 1765062 | 16628 | SH |  | SOLE |  | 16628 | 0 | 0 |
| iShares S Sh Tm Nat AMT-Free | COM | 464288158 |  | 395328 | 3712 | SH |  | SOLE |  | 3712 | 0 | 0 |
| Itron Inc. | COM | 465741106 |  | 207762 | 2318 | SH |  | SOLE |  | 2318 | 0 | 0 |
| JFROG Ltd. | COM | M6191J100 |  | 297771 | 6345 | SH |  | SOLE |  | 6345 | 0 | 0 |
| JinkoSolar Holding Co. Ltd. Sponsored ADR | ADR | 47759T100 |  | 261825 | 10304 | SH |  | SOLE |  | 10304 | 0 | 0 |
| Johnson Outdoors Inc. | COM | 479167108 |  | 240364 | 5168 | SH |  | SOLE |  | 5168 | 0 | 0 |
| JPMorgan Chase  Co | COM | 46625H100 |  | 49695685 | 168941 | SH |  | SOLE |  | 160324 | 0 | 8617 |
| Kaiser Aluminum Corp. | COM | 483007704 |  | 295008 | 2448 | SH |  | SOLE |  | 2448 | 0 | 0 |
| Kennametal Inc. | COM | 489170100 |  | 312814 | 8658 | SH |  | SOLE |  | 8658 | 0 | 0 |
| Kinsale Capital Group Inc. | COM | 49714P108 |  | 313986 | 919 | SH |  | SOLE |  | 839 | 0 | 80 |
| KLA Corporation | COM | 482480100 |  | 122137882 | 82951 | SH |  | SOLE |  | 79059 | 0 | 3892 |
| Knife River Corp | COM | 498894104 |  | 264709 | 3242 | SH |  | SOLE |  | 2990 | 0 | 252 |
| Kohl's Corporation | COM | 500255104 |  | 184457 | 14299 | SH |  | SOLE |  | 14299 | 0 | 0 |
| Kornit Digital Ltd. | COM | M6372Q113 |  | 262399 | 17899 | SH |  | SOLE |  | 17899 | 0 | 0 |
| Kulicke  Soffa Industries | COM | 501242101 |  | 272475 | 4146 | SH |  | SOLE |  | 4146 | 0 | 0 |
| LeMaitre Vascular Inc. | COM | 525558201 |  | 329257 | 3016 | SH |  | SOLE |  | 3016 | 0 | 0 |
| Life Time Group Holdings Inc. | COM | 53190C102 |  | 737267 | 27367 | SH |  | SOLE |  | 24703 | 0 | 2664 |
| Lifestance Health Group Inc. | COM | 53228F101 |  | 180016 | 28260 | SH |  | SOLE |  | 28260 | 0 | 0 |
| Ligand Pharmaceuticals | COM | 53220K504 |  | 440228 | 2205 | SH |  | SOLE |  | 2205 | 0 | 0 |
| LKQ Corporation | COM | 501889208 |  | 349562 | 11902 | SH |  | SOLE |  | 10873 | 0 | 1029 |
| Lumentum Holdings Inc. | COM | 55024U109 |  | 2114605 | 3009 | SH |  | SOLE |  | 2762 | 0 | 247 |
| M/I Homes Inc. | COM | 55305B101 |  | 245757 | 2007 | SH |  | SOLE |  | 2007 | 0 | 0 |
| Marcus  Millichap Inc. | COM | 566324109 |  | 203892 | 7668 | SH |  | SOLE |  | 7668 | 0 | 0 |
| Marqeta Inc. | COM | 57142B104 |  | 136811 | 33532 | SH |  | SOLE |  | 33532 | 0 | 0 |
| Materion Corporation | COM | 576690101 |  | 271219 | 1875 | SH |  | SOLE |  | 1875 | 0 | 0 |
| Matson Inc. | COM | 57686G105 |  | 399358 | 2436 | SH |  | SOLE |  | 2436 | 0 | 0 |
| MaxLinear Inc. cl A | COM | 57776J100 |  | 285631 | 16425 | SH |  | SOLE |  | 16425 | 0 | 0 |
| McEwen Mining Inc. | COM | 58039P305 |  | 395168 | 19352 | SH |  | SOLE |  | 19352 | 0 | 0 |
| McGrath RentCorp | COM | 580589109 |  | 305806 | 2773 | SH |  | SOLE |  | 2552 | 0 | 221 |
| McKesson Corp | COM | 58155Q103 |  | 80936255 | 93529 | SH |  | SOLE |  | 88755 | 0 | 4774 |
| MediaAlpha Inc. Class A | COM | 58450V104 |  | 176774 | 19008 | SH |  | SOLE |  | 19008 | 0 | 0 |
| Mercury General Corp. | COM | 589400100 |  | 373051 | 4232 | SH |  | SOLE |  | 4232 | 0 | 0 |
| Meta Platforms Inc. | COM | 30303M102 |  | 98220418 | 171675 | SH |  | SOLE |  | 164224 | 0 | 7451 |
| MGIC Investment Corp. | COM | 552848103 |  | 376898 | 14358 | SH |  | SOLE |  | 13158 | 0 | 1200 |
| Micron Technology Inc | COM | 595112103 |  | 97148933 | 287559 | SH |  | SOLE |  | 273153 | 0 | 14406 |
| Microsoft Corporation | COM | 594918104 |  | 66163075 | 178737 | SH |  | SOLE |  | 169631 | 0 | 9106 |
| MKS Instruments Inc. | COM | 55306N104 |  | 2163202 | 9413 | SH |  | SOLE |  | 8636 | 0 | 777 |
| Moelis  Company | COM | 60786M105 |  | 779247 | 13671 | SH |  | SOLE |  | 12121 | 0 | 1550 |
| Molina Healthcare Inc. | COM | 60855R100 |  | 246072 | 1846 | SH |  | SOLE |  | 1689 | 0 | 157 |
| Monarch Casino  Resort | COM | 609027107 |  | 305346 | 3194 | SH |  | SOLE |  | 2936 | 0 | 258 |
| Mueller Water Products Inc. Class A | COM | 624758108 |  | 665505 | 24209 | SH |  | SOLE |  | 23083 | 0 | 1126 |
| NAPCO Security Technologies | COM | 630402105 |  | 221844 | 5632 | SH |  | SOLE |  | 5632 | 0 | 0 |
| Nexstar Media Group Inc. Cl A | COM | 65336K103 |  | 736882 | 4075 | SH |  | SOLE |  | 3629 | 0 | 446 |
| Nextdoor Holdings Inc. Class A | COM | 65345M108 |  | 165654 | 118324 | SH |  | SOLE |  | 118324 | 0 | 0 |
| NLIGHT INC | COM | 65487K100 |  | 452055 | 7928 | SH |  | SOLE |  | 7928 | 0 | 0 |
| NOW Inc. | COM | 67011P100 |  | 154115 | 12940 | SH |  | SOLE |  | 12940 | 0 | 0 |
| NWPX Infrastructure Inc | COM | 667746101 |  | 408843 | 5251 | SH |  | SOLE |  | 5251 | 0 | 0 |
| Oil States International Inc. | COM | 678026105 |  | 251389 | 21597 | SH |  | SOLE |  | 21597 | 0 | 0 |
| Old Republic International Corporation | COM | 680223104 |  | 329175 | 8250 | SH |  | SOLE |  | 7537 | 0 | 713 |
| Ollie's Bargain Outlet Holding | COM | 681116109 |  | 243078 | 2641 | SH |  | SOLE |  | 2430 | 0 | 211 |
| Omada Health Inc. | COM | 68170A108 |  | 244763 | 19472 | SH |  | SOLE |  | 19472 | 0 | 0 |
| Omnicell Inc. | COM | 68213N109 |  | 218906 | 6558 | SH |  | SOLE |  | 6558 | 0 | 0 |
| Onto Innovation Inc. | COM | 683344105 |  | 848375 | 4137 | SH |  | SOLE |  | 3735 | 0 | 402 |
| OppFi Inc. | COM | 68386H103 |  | 307282 | 39855 | SH |  | SOLE |  | 39855 | 0 | 0 |
| Option Care Health Inc | COM | 68404L201 |  | 273076 | 10144 | SH |  | SOLE |  | 9333 | 0 | 811 |
| Orion Group Holdings Inc. | COM | 68628V308 |  | 273307 | 25074 | SH |  | SOLE |  | 25074 | 0 | 0 |
| Oscar Health Inc. Class A | COM | 687793109 |  | 254233 | 22165 | SH |  | SOLE |  | 22165 | 0 | 0 |
| OSI Systems Inc. | COM | 671044105 |  | 363218 | 1368 | SH |  | SOLE |  | 1368 | 0 | 0 |
| Packaging Corp of America | COM | 695156109 |  | 310690 | 1464 | SH |  | SOLE |  | 1339 | 0 | 125 |
| Pagerduty Inc. | COM | 69553P100 |  | 67677 | 10898 | SH |  | SOLE |  | 10898 | 0 | 0 |
| Pangaea Logistics Solutions Ltd. | COM | G6891L105 |  | 237407 | 33532 | SH |  | SOLE |  | 33532 | 0 | 0 |
| Par Pacific Holdings Inc | COM | 69888T207 |  | 406220 | 6485 | SH |  | SOLE |  | 6485 | 0 | 0 |
| Paymentus Holdings Inc Class A | COM | 70439P108 |  | 233705 | 9201 | SH |  | SOLE |  | 9201 | 0 | 0 |
| Peloton Interactive Inc. Class A | COM | 70614W100 |  | 114243 | 26630 | SH |  | SOLE |  | 26630 | 0 | 0 |
| Perdoceo Education Corporation | COM | 71363P106 |  | 393682 | 10580 | SH |  | SOLE |  | 10580 | 0 | 0 |
| Perimeter Solutions | COM | 71385M107 |  | 574603 | 23530 | SH |  | SOLE |  | 23530 | 0 | 0 |
| Permian Resources Corp. | COM | 71424F105 |  | 1128318 | 52923 | SH |  | SOLE |  | 47772 | 0 | 5151 |
| Petco Health  Wellness Company Inc. Class A | COM | 71601V105 |  | 136056 | 48941 | SH |  | SOLE |  | 48941 | 0 | 0 |
| Phibro Animal Health Corporation Class A | COM | 71742Q106 |  | 365931 | 6616 | SH |  | SOLE |  | 6616 | 0 | 0 |
| Photronics Inc. | COM | 719405102 |  | 471342 | 11664 | SH |  | SOLE |  | 11664 | 0 | 0 |
| Pitney Bowes Inc. | COM | 724479100 |  | 227884 | 20623 | SH |  | SOLE |  | 20623 | 0 | 0 |
| Plexus Corp. | COM | 729132100 |  | 282746 | 1396 | SH |  | SOLE |  | 1396 | 0 | 0 |
| Porch Group Inc | COM | 733245104 |  | 255998 | 35704 | SH |  | SOLE |  | 35704 | 0 | 0 |
| Postal Realty Trust Inc | COM | 73757R102 |  | 255534 | 13768 | SH |  | SOLE |  | 13768 | 0 | 0 |
| Powell Industries Inc. | COM | 739128106 |  | 382002 | 706 | SH |  | SOLE |  | 648 | 0 | 58 |
| Primoris Services Corporation | COM | 74164F103 |  | 1151901 | 8053 | SH |  | SOLE |  | 7394 | 0 | 659 |
| Privia Health Group Inc | COM | 74276R102 |  | 258668 | 12575 | SH |  | SOLE |  | 12575 | 0 | 0 |
| Prothena Corp. Plc | COM | G72800108 |  | 298278 | 30687 | SH |  | SOLE |  | 30687 | 0 | 0 |
| Proto Labs Inc. | COM | 743713109 |  | 298500 | 5235 | SH |  | SOLE |  | 5235 | 0 | 0 |
| QuinStreet Inc. | COM | 74874Q100 |  | 271630 | 22617 | SH |  | SOLE |  | 22617 | 0 | 0 |
| Real Brokerage Inc | COM | 75585H206 |  | 277300 | 110920 | SH |  | SOLE |  | 110920 | 0 | 0 |
| RealReal Inc. | COM | 88339P101 |  | 263411 | 29010 | SH |  | SOLE |  | 29010 | 0 | 0 |
| Red River Bancshares Inc. | COM | 75686R202 |  | 302703 | 3347 | SH |  | SOLE |  | 3347 | 0 | 0 |
| Reliance Steel  Aluminum | COM | 759509102 |  | 296930 | 977 | SH |  | SOLE |  | 895 | 0 | 82 |
| Remitly Global Inc. | COM | 75960P104 |  | 261454 | 16685 | SH |  | SOLE |  | 16685 | 0 | 0 |
| Revolve Group LLC. | COM | 76156B107 |  | 222686 | 9849 | SH |  | SOLE |  | 9849 | 0 | 0 |
| Rogers Corporation | COM | 775133101 |  | 306427 | 2855 | SH |  | SOLE |  | 2855 | 0 | 0 |
| RPM International Inc. | COM | 749685103 |  | 357542 | 3597 | SH |  | SOLE |  | 3290 | 0 | 307 |
| Rush Street Interactive Inc. Class A | COM | 782011100 |  | 229550 | 10554 | SH |  | SOLE |  | 10554 | 0 | 0 |
| Ryan Specialty Holdings Inc | COM | 78351F107 |  | 594330 | 17615 | SH |  | SOLE |  | 16116 | 0 | 1499 |
| Scholastic Corporation | COM | 807066105 |  | 277717 | 7110 | SH |  | SOLE |  | 7110 | 0 | 0 |
| Scorpio Tankers Inc. | COM | Y7542C130 |  | 336119 | 4502 | SH |  | SOLE |  | 4502 | 0 | 0 |
| SentinelOne Inc. Class A | COM | 81730H109 |  | 242414 | 18821 | SH |  | SOLE |  | 18821 | 0 | 0 |
| Service Corporation International | COM | 817565104 |  | 512800 | 6215 | SH |  | SOLE |  | 5712 | 0 | 503 |
| Sezzle Inc | COM | 78435P105 |  | 313855 | 4959 | SH |  | SOLE |  | 4959 | 0 | 0 |
| SI-BONE Inc. | COM | 825704109 |  | 149552 | 11841 | SH |  | SOLE |  | 11841 | 0 | 0 |
| Signet Jewelers Limited | ADR | G81276100 |  | 252820 | 2987 | SH |  | SOLE |  | 2987 | 0 | 0 |
| Sixth Street Specialty Lending Inc. | COM | 83012A109 |  | 383848 | 20884 | SH |  | SOLE |  | 19158 | 0 | 1726 |
| SkyWest Inc. | COM | 830879102 |  | 488995 | 5325 | SH |  | SOLE |  | 5325 | 0 | 0 |
| Slide Insurance Holdings Inc. | COM | 831349105 |  | 286920 | 15940 | SH |  | SOLE |  | 15940 | 0 | 0 |
| Smith  Wesson Brands Inc. | COM | 831754106 |  | 268960 | 18769 | SH |  | SOLE |  | 18769 | 0 | 0 |
| Sohu.com Limited ADS | COM | 83410S108 |  | 258108 | 16706 | SH |  | SOLE |  | 16706 | 0 | 0 |
| Sonos Inc. | COM | 83570H108 |  | 213596 | 15940 | SH |  | SOLE |  | 15940 | 0 | 0 |
| SPDR Barclays 1-3 Month T-Bill | COM | 78468R663 |  | 4346027 | 47425 | SH |  | SOLE |  | 47425 | 0 | 0 |
| SPDR S 500 ETF Trust | COM | 78462F103 |  | 358988 | 552 | SH |  | SOLE |  | 186 | 0 | 366 |
| Sprinkler Inc | COM | 85208T107 |  | 129030 | 21505 | SH |  | SOLE |  | 21505 | 0 | 0 |
| SS Technologies Hldgs Inc. | COM | 78467J100 |  | 518735 | 7677 | SH |  | SOLE |  | 7014 | 0 | 663 |
| Standard Motor Products | COM | 853666105 |  | 206112 | 5933 | SH |  | SOLE |  | 5933 | 0 | 0 |
| Steven Madden Ltd. | COM | 556269108 |  | 200908 | 5923 | SH |  | SOLE |  | 5923 | 0 | 0 |
| Stifel Financial Corp | COM | 860630102 |  | 892658 | 12076 | SH |  | SOLE |  | 10879 | 0 | 1197 |
| Stitch Fix Inc. Class A | COM | 860897107 |  | 182063 | 55004 | SH |  | SOLE |  | 55004 | 0 | 0 |
| StoneX Group Inc. | COM | 861896108 |  | 1291691 | 16016 | SH |  | SOLE |  | 15021 | 0 | 995 |
| Sunrun Inc. | COM | 86771W105 |  | 297167 | 21915 | SH |  | SOLE |  | 21915 | 0 | 0 |
| Supernus Pharmaceuticals Inc. | COM | 868459108 |  | 267134 | 5168 | SH |  | SOLE |  | 5168 | 0 | 0 |
| Taboola.com | COM | M8744T106 |  | 175919 | 56748 | SH |  | SOLE |  | 56748 | 0 | 0 |
| Tactile Systems Technology Inc | COM | 87357P100 |  | 239377 | 9161 | SH |  | SOLE |  | 9161 | 0 | 0 |
| Taiwan Semiconductor | ADR | 874039100 |  | 102933149 | 304581 | SH |  | SOLE |  | 290081 | 0 | 14500 |
| Take-Two Interactive Software | COM | 874054109 |  | 65976455 | 334058 | SH |  | SOLE |  | 317013 | 0 | 17045 |
| TAL Education Group ADS | ADR | 874080104 |  | 276007 | 24275 | SH |  | SOLE |  | 24275 | 0 | 0 |
| Teekay Tankers cl A | COM | G8726X106 |  | 426136 | 5812 | SH |  | SOLE |  | 5812 | 0 | 0 |
| Teradyne Inc. | COM | 880770102 |  | 1105796 | 3730 | SH |  | SOLE |  | 3411 | 0 | 319 |
| Texas Roadhouse Inc. | COM | 882681109 |  | 376189 | 2278 | SH |  | SOLE |  | 2088 | 0 | 190 |
| The Travelers Companies | COM | 89417E109 |  | 57713555 | 197866 | SH |  | SOLE |  | 187677 | 0 | 10189 |
| Thermo Fisher Scientific Inc. | COM | 883556102 |  | 45374609 | 92313 | SH |  | SOLE |  | 87626 | 0 | 4687 |
| Third Coast Bancshares Inc | COM | 88422P109 |  | 241847 | 6393 | SH |  | SOLE |  | 6393 | 0 | 0 |
| TPG Inc Class A | COM | 872657101 |  | 247354 | 6106 | SH |  | SOLE |  | 5458 | 0 | 648 |
| TransUnion | COM | 89400J107 |  | 529857 | 7658 | SH |  | SOLE |  | 7027 | 0 | 631 |
| TriMas Corporation | COM | 896215209 |  | 277960 | 7734 | SH |  | SOLE |  | 7734 | 0 | 0 |
| TriNet Group Inc. | COM | 896288107 |  | 280329 | 7695 | SH |  | SOLE |  | 7060 | 0 | 635 |
| Trinity Industries Inc. | COM | 896522109 |  | 284471 | 8840 | SH |  | SOLE |  | 8840 | 0 | 0 |
| Ultra Clean Holdings Inc. | COM | 90385V107 |  | 275333 | 4428 | SH |  | SOLE |  | 4428 | 0 | 0 |
| Under Armour Inc. Cl A | COM | 904311107 |  | 260087 | 44008 | SH |  | SOLE |  | 44008 | 0 | 0 |
| United Fire Group Inc. | COM | 910340108 |  | 227734 | 6145 | SH |  | SOLE |  | 6145 | 0 | 0 |
| United Natural Foods Inc. | COM | 911163103 |  | 306093 | 6793 | SH |  | SOLE |  | 6793 | 0 | 0 |
| United Rentals Inc. | COM | 911363109 |  | 62603704 | 85928 | SH |  | SOLE |  | 81594 | 0 | 4334 |
| United States Lime  Minerals Inc. | COM | 911922102 |  | 294656 | 2256 | SH |  | SOLE |  | 2256 | 0 | 0 |
| UnitedHealth Group Inc. | COM | 91324P102 |  | 44650327 | 165011 | SH |  | SOLE |  | 157466 | 0 | 7545 |
| Universal Insurance Holdings Inc. | COM | 91359V107 |  | 273109 | 7995 | SH |  | SOLE |  | 7995 | 0 | 0 |
| Universal Technical Institute Inc. | COM | 913915104 |  | 434969 | 12049 | SH |  | SOLE |  | 12049 | 0 | 0 |
| Univest Financial Corporation | COM | 915271100 |  | 288778 | 8429 | SH |  | SOLE |  | 8429 | 0 | 0 |
| UP Fintech Holding Ltd ADR | ADR | 91531W106 |  | 170686 | 27093 | SH |  | SOLE |  | 27093 | 0 | 0 |
| Upwork Inc. | COM | 91688F104 |  | 205664 | 18765 | SH |  | SOLE |  | 18765 | 0 | 0 |
| US Foods Holding | COM | 912008109 |  | 1354842 | 14693 | SH |  | SOLE |  | 13290 | 0 | 1403 |
| Vanguard Short-Term Bond | COM | 921937827 |  | 10982653 | 140067 | SH |  | SOLE |  | 140067 | 0 | 0 |
| Vanguard Total Bd Mkt ETF | COM | 921937835 |  | 65035461 | 883154 | SH |  | SOLE |  | 883154 | 0 | 0 |
| Varex Imaging Corporation | COM | 92214X106 |  | 196678 | 18537 | SH |  | SOLE |  | 18537 | 0 | 0 |
| Veracyte Inc | COM | 92337F107 |  | 259065 | 8043 | SH |  | SOLE |  | 8043 | 0 | 0 |
| Verra Mobility Corporation | COM | 92511U102 |  | 552566 | 38668 | SH |  | SOLE |  | 35487 | 0 | 3181 |
| Victoria's Secret  Company | COM | 926400102 |  | 276259 | 5959 | SH |  | SOLE |  | 5959 | 0 | 0 |
| VISA Inc. | COM | 92826C839 |  | 94633765 | 313108 | SH |  | SOLE |  | 299018 | 0 | 14090 |
| VTEX Class A | COM | G9470A102 |  | 279028 | 69757 | SH |  | SOLE |  | 69757 | 0 | 0 |
| W. R. Berkley Corporation | COM | 084423102 |  | 69759965 | 1052504 | SH |  | SOLE |  | 998446 | 0 | 54058 |
| Walker  Dunlop Inc. | COM | 93148P102 |  | 849123 | 19133 | SH |  | SOLE |  | 16995 | 0 | 2138 |
| Warrior Met Coal Llc | COM | 93627C101 |  | 271253 | 2912 | SH |  | SOLE |  | 2912 | 0 | 0 |
| Weave Communications Inc. | COM | 94724R108 |  | 124329 | 26911 | SH |  | SOLE |  | 26911 | 0 | 0 |
| WEX Inc. | COM | 96208T104 |  | 426063 | 2784 | SH |  | SOLE |  | 2555 | 0 | 229 |
| Willdan Group Inc. | COM | 96924N100 |  | 458748 | 5992 | SH |  | SOLE |  | 5992 | 0 | 0 |
| Workiva Inc. Class A | COM | 98139A105 |  | 262789 | 4407 | SH |  | SOLE |  | 4407 | 0 | 0 |
| WSFS Financial Corporation | COM | 929328102 |  | 276569 | 4225 | SH |  | SOLE |  | 4225 | 0 | 0 |
| YETI Holdings Inc. | COM | 98585X104 |  | 221113 | 6043 | SH |  | SOLE |  | 6043 | 0 | 0 |
| Zoominfo Technologies Inc | COM | 98980F104 |  | 128809 | 21540 | SH |  | SOLE |  | 21540 | 0 | 0 |
| Zumiez Inc. | COM | 989817101 |  | 223351 | 10079 | SH |  | SOLE |  | 10079 | 0 | 0 |

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