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
Estimated average burden
hours per response: 23.8
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
AARONS INC COM PAR $0.50 002535300 5,574 90,762 SH   SOLE   90,762 0 0
ABBOTT LABS COM 002824100 24,387 289,970 SH   SOLE   276,727 0 13,243
ACADIA HEALTHCARE COMPANY IN COM 00404A109 13,056 373,568 SH   SOLE   373,568 0 0
ACUITY BRANDS INC COM 00508Y102 23,606 171,173 SH   SOLE   171,173 0 0
ADOBE INC COM 00724F101 18,967 64,371 SH   SOLE   61,240 0 3,131
ADTALEM GLOBAL ED INC COM 00737L103 39,482 876,393 SH   SOLE   876,393 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 32,984 736,751 SH   SOLE   736,751 0 0
AGREE REALTY CORP COM 008492100 2,455 38,334 SH   SOLE   38,334 0 0
AIR LEASE CORP CL A 00912X302 1,901 45,996 SH   SOLE   45,996 0 0
AIR PRODS & CHEMS INC COM 009158106 64,705 285,836 SH   SOLE   282,686 0 3,150
AIR TRANSPORT SERVICES GRP I COM 00922R105 8,474 347,293 SH   SOLE   347,293 0 0
AIRCASTLE LTD COM G0129K104 41,244 1,939,992 SH   SOLE   1,939,992 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 19,081 135,238 SH   SOLE   134,687 0 551
ALLEGHANY CORP DEL COM 017175100 34,437 50,560 SH   SOLE   50,560 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 29,814 1,183,104 SH   SOLE   1,183,104 0 0
ALLERGAN PLC SHS G0177J108 35,413 211,510 SH   SOLE   209,086 0 2,424
ALLETE INC COM NEW 018522300 20,375 244,865 SH   SOLE   244,865 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 13,258 1,139,996 SH   SOLE   1,139,996 0 0
ALLSTATE CORP COM 020002101 31,899 313,689 SH   SOLE   312,473 0 1,216
ALPHABET INC CAP STK CL A 02079K305 78,325 72,336 SH   SOLE   70,461 0 1,875
ALPHABET INC CAP STK CL C 02079K107 217 200 SH   SOLE   76 0 124
ALTRA INDL MOTION CORP COM 02208R106 34,320 956,524 SH   SOLE   956,524 0 0
AMAZON COM INC COM 023135106 58,603 30,947 SH   SOLE   29,484 0 1,463
AMEDISYS INC COM 023436108 41,182 339,200 SH   SOLE   339,200 0 0
AMEREN CORP COM 023608102 15,897 211,645 SH   SOLE   202,021 0 9,624
AMERICAN ELEC PWR CO INC COM 025537101 59,124 671,796 SH   SOLE   669,047 0 2,749
AMERICAN EXPRESS CO COM 025816109 47,643 385,965 SH   SOLE   378,306 0 7,659
AMERICAN TOWER CORP NEW COM 03027X100 18,643 91,184 SH   SOLE   87,092 0 4,092
AMERICAN WOODMARK CORPORATIO COM 030506109 25,957 306,749 SH   SOLE   306,749 0 0
AMERICOLD RLTY TR COM 03064D108 1,896 58,480 SH   SOLE   58,480 0 0
AMGEN INC COM 031162100 313 1,700 SH   SOLE   1,700 0 0
AMICUS THERAPEUTICS INC COM 03152W109 19,150 1,534,423 SH   SOLE   1,534,423 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 26,334 485,427 SH   SOLE   485,427 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 7,336 347,523 SH   SOLE   347,523 0 0
ANGIODYNAMICS INC COM 03475V101 1,829 92,902 SH   SOLE   92,902 0 0
APPLE INC COM 037833100 51,377 259,583 SH   SOLE   247,334 0 12,249
ARAMARK COM 03852U106 30,640 849,686 SH   SOLE   849,686 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 16,448 222,114 SH   SOLE   222,114 0 0
ARMADA HOFFLER PPTYS INC COM 04208T108 9,733 588,115 SH   SOLE   588,115 0 0
ASTRONICS CORP COM 046433108 3,648 90,696 SH   SOLE   90,696 0 0
AT&T INC COM 00206R102 81,912 2,444,402 SH   SOLE   2,429,615 0 14,787
AUTOZONE INC COM 053332102 17,258 15,697 SH   SOLE   14,954 0 743
AVALONBAY CMNTYS INC COM 053484101 40,270 198,199 SH   SOLE   194,103 0 4,096
AVANOS MED INC COM 05350V106 725 16,635 SH   SOLE   16,635 0 0
BANK AMER CORP COM 060505104 132,119 4,555,848 SH   SOLE   4,494,596 0 61,252
BANK NEW YORK MELLON CORP COM 064058100 465 10,535 SH   SOLE   10,535 0 0
BELDEN INC COM 077454106 2,720 45,659 SH   SOLE   45,659 0 0
BENEFITFOCUS INC COM 08180D106 11,903 438,401 SH   SOLE   438,401 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,551 185,537 SH   SOLE   184,638 0 899
BEST BUY INC COM 086516101 14,618 209,640 SH   SOLE   200,561 0 9,079
BIOGEN INC COM 09062X103 34,096 145,791 SH   SOLE   143,540 0 2,251
BIOSCRIP INC COM 09069N108 10,073 3,874,113 SH   SOLE   3,874,113 0 0
BIOTELEMETRY INC COM 090672106 19,169 398,105 SH   SOLE   398,105 0 0
BJS RESTAURANTS INC COM 09180C106 29,900 680,483 SH   SOLE   680,483 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 38,494 1,458,122 SH   SOLE   1,458,122 0 0
BLACK HILLS CORP COM 092113109 45,228 578,581 SH   SOLE   578,581 0 0
BLOOMIN BRANDS INC COM 094235108 39,516 2,089,678 SH   SOLE   2,089,678 0 0
BLUCORA INC COM 095229100 23,979 789,558 SH   SOLE   789,558 0 0
BOEING CO COM 097023105 17,341 47,637 SH   SOLE   45,180 0 2,457
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 224 3,388 SH   SOLE   3,388 0 0
BORGWARNER INC COM 099724106 16,286 387,955 SH   SOLE   385,004 0 2,951
BOSTON PROPERTIES INC COM 101121101 53,918 417,965 SH   SOLE   412,414 0 5,551
BOTTOMLINE TECH DEL INC COM 101388106 32,402 732,407 SH   SOLE   732,407 0 0
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 11,340 993,825 SH   SOLE   993,825 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 386 8,506 SH   SOLE   8,506 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 1,796 100,453 SH   SOLE   100,453 0 0
BROADCOM INC COM 11135F101 75,589 262,591 SH   SOLE   258,275 0 4,316
CACI INTL INC CL A 127190304 4,864 23,775 SH   SOLE   23,775 0 0
CADENCE BANCORPORATION CL A 12739A100 4,239 203,797 SH   SOLE   203,797 0 0
CALLAWAY GOLF CO COM 131193104 7,722 450,015 SH   SOLE   450,015 0 0
CAMDEN NATL CORP COM 133034108 2,547 55,529 SH   SOLE   55,529 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 14,768 425,826 SH   SOLE   425,826 0 0
CARDTRONICS PLC SHS CL A G1991C105 27,574 1,009,305 SH   SOLE   1,009,305 0 0
CATERPILLAR INC DEL COM 149123101 39,226 287,812 SH   SOLE   286,120 0 1,692
CATHAY GEN BANCORP COM 149150104 11,715 326,224 SH   SOLE   326,224 0 0
CDW CORP COM 12514G108 25,791 232,348 SH   SOLE   232,348 0 0
CENTERSTATE BK CORP COM 15201P109 10,193 442,579 SH   SOLE   442,579 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 26,436 1,072,896 SH   SOLE   1,072,896 0 0
CHARLES RIV LABS INTL INC COM 159864107 27,268 192,161 SH   SOLE   192,161 0 0
CHEGG INC COM 163092109 1,539 39,872 SH   SOLE   39,872 0 0
CHEMICAL FINL CORP COM 163731102 35,538 864,460 SH   SOLE   864,460 0 0
CHEVRON CORP NEW COM 166764100 113,238 909,978 SH   SOLE   895,834 0 14,144
CHILDRENS PL INC COM 168905107 26,308 275,827 SH   SOLE   275,827 0 0
CIENA CORP COM NEW 171779309 28,395 690,380 SH   SOLE   690,380 0 0
CIGNA CORP NEW COM 125523100 42,495 269,725 SH   SOLE   265,199 0 4,526
CISCO SYS INC COM 17275R102 84,924 1,551,681 SH   SOLE   1,522,173 0 29,508
CLOUDERA INC COM 18914U100 480 91,329 SH   SOLE   91,329 0 0
CMS ENERGY CORP COM 125896100 18,323 316,398 SH   SOLE   316,398 0 0
COMCAST CORP NEW CL A 20030N101 99,601 2,355,739 SH   SOLE   2,316,334 0 39,405
COMMERCIAL METALS CO COM 201723103 7,563 423,677 SH   SOLE   423,677 0 0
COMMVAULT SYSTEMS INC COM 204166102 25,591 515,741 SH   SOLE   515,741 0 0
CONMED CORP COM 207410101 4,354 50,879 SH   SOLE   50,879 0 0
CONNS INC COM 208242107 1,155 64,795 SH   SOLE   64,795 0 0
CONOCOPHILLIPS COM 20825C104 45,206 741,098 SH   SOLE   736,693 0 4,405
COOPER COS INC COM NEW 216648402 38,253 113,548 SH   SOLE   113,548 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 25,652 442,814 SH   SOLE   442,814 0 0
CSG SYS INTL INC COM 126349109 5,640 115,505 SH   SOLE   115,505 0 0
DANAHER CORPORATION COM 235851102 32,565 227,856 SH   SOLE   226,976 0 880
DEERE & CO COM 244199105 687 4,143 SH   SOLE   4,143 0 0
DEL TACO RESTAURANTS INC COM 245496104 9,847 768,102 SH   SOLE   768,102 0 0
DELEK US HLDGS INC NEW COM 24665A103 631 15,563 SH   SOLE   15,563 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 60,109 1,059,184 SH   SOLE   1,045,019 0 14,165
DELUXE CORP COM 248019101 32,330 795,142 SH   SOLE   795,142 0 0
DESIGNER BRANDS INC CL A 250565108 5,295 276,226 SH   SOLE   276,226 0 0
DIAMONDBACK ENERGY INC COM 25278X109 72,138 661,997 SH   SOLE   660,632 0 1,365
DINE BRANDS GLOBAL INC COM 254423106 39,390 412,588 SH   SOLE   412,588 0 0
DISCOVER FINL SVCS COM 254709108 47,330 610,003 SH   SOLE   606,919 0 3,084
DISCOVERY INC COM SER A 25470F104 51,543 1,678,929 SH   SOLE   1,653,022 0 25,907
DISNEY WALT CO COM DISNEY 254687106 52,344 374,849 SH   SOLE   372,140 0 2,709
DOUGLAS EMMETT INC COM 25960P109 23,562 591,426 SH   SOLE   591,426 0 0
DTE ENERGY CO COM 233331107 63,672 497,899 SH   SOLE   490,083 0 7,816
DXC TECHNOLOGY CO COM 23355L106 9,124 165,428 SH   SOLE   158,343 0 7,085
E TRADE FINANCIAL CORP COM NEW 269246401 43,810 982,285 SH   SOLE   967,506 0 14,779
EAST WEST BANCORP INC COM 27579R104 1,230 26,299 SH   SOLE   26,299 0 0
EBAY INC COM 278642103 525 13,289 SH   SOLE   13,289 0 0
EDGEWELL PERS CARE CO COM 28035Q102 10,200 378,496 SH   SOLE   378,496 0 0
EMCOR GROUP INC COM 29084Q100 51,118 580,228 SH   SOLE   580,228 0 0
ENCOMPASS HEALTH CORP COM 29261A100 19,799 312,486 SH   SOLE   312,486 0 0
ENERSYS COM 29275Y102 10,361 151,261 SH   SOLE   151,261 0 0
ENPRO INDS INC COM 29355X107 15,888 248,879 SH   SOLE   248,879 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 11,155 268,140 SH   SOLE   268,140 0 0
EOG RES INC COM 26875P101 56,723 608,872 SH   SOLE   598,186 0 10,686
EQUITY LIFESTYLE PPTYS INC COM 29472R108 57,710 475,601 SH   SOLE   474,821 0 780
ESPERION THERAPEUTICS INC NE COM 29664W105 763 16,396 SH   SOLE   16,396 0 0
ESSENT GROUP LTD COM G3198U102 37,431 796,578 SH   SOLE   796,578 0 0
EURONET WORLDWIDE INC COM 298736109 43,403 257,982 SH   SOLE   257,982 0 0
EVEREST RE GROUP LTD COM G3223R108 39,564 160,061 SH   SOLE   160,061 0 0
EXPEDIA GROUP INC COM NEW 30212P303 11,449 86,061 SH   SOLE   82,392 0 3,669
EXTERRAN CORP COM 30227H106 1,446 101,653 SH   SOLE   101,653 0 0
EXXON MOBIL CORP COM 30231G102 237 3,084 SH   SOLE   876 0 2,208
FACEBOOK INC CL A 30303M102 41,280 213,887 SH   SOLE   204,024 0 9,863
FIBROGEN INC COM 31572Q808 6,623 146,581 SH   SOLE   146,581 0 0
FIRST BANCORP N C COM 318910106 3,442 94,518 SH   SOLE   94,518 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 22,819 621,090 SH   SOLE   621,090 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 6,509 164,325 SH   SOLE   164,325 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 10,787 526,958 SH   SOLE   526,958 0 0
FOOT LOCKER INC COM 344849104 7,585 180,954 SH   SOLE   173,168 0 7,786
GENERAC HLDGS INC COM 368736104 43,251 623,127 SH   SOLE   623,127 0 0
GENERAL MLS INC COM 370334104 13,647 259,834 SH   SOLE   247,033 0 12,801
G-III APPAREL GROUP LTD COM 36237H101 20,783 706,410 SH   SOLE   706,410 0 0
GILEAD SCIENCES INC COM 375558103 48,113 712,162 SH   SOLE   700,876 0 11,286
GLU MOBILE INC COM 379890106 10,102 1,406,970 SH   SOLE   1,406,970 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 25,267 1,807,353 SH   SOLE   1,807,353 0 0
GREEN DOT CORP CL A 39304D102 34,960 714,936 SH   SOLE   714,936 0 0
HANOVER INS GROUP INC COM 410867105 35,662 277,957 SH   SOLE   277,957 0 0
HARSCO CORP COM 415864107 37,389 1,362,572 SH   SOLE   1,362,572 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 65,148 1,169,207 SH   SOLE   1,152,865 0 16,342
HELEN OF TROY CORP LTD COM G4388N106 28,040 214,721 SH   SOLE   214,721 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 27,191 3,150,800 SH   SOLE   3,150,800 0 0
HELMERICH & PAYNE INC COM 423452101 49,038 968,743 SH   SOLE   966,848 0 1,895
HERITAGE FINL CORP WASH COM 42722X106 2,227 75,406 SH   SOLE   75,406 0 0
HERITAGE INS HLDGS INC COM 42727J102 5,774 374,683 SH   SOLE   374,683 0 0
HERON THERAPEUTICS INC COM 427746102 702 37,787 SH   SOLE   37,787 0 0
HIGHWOODS PPTYS INC COM 431284108 34,192 827,882 SH   SOLE   825,197 0 2,685
HILL ROM HLDGS INC COM 431475102 60,073 574,202 SH   SOLE   573,206 0 996
HILLTOP HOLDINGS INC COM 432748101 3,184 149,697 SH   SOLE   149,697 0 0
HOME BANCSHARES INC COM 436893200 10,157 527,365 SH   SOLE   527,365 0 0
HOME DEPOT INC COM 437076102 264 1,269 SH   SOLE   506 0 763
HONEYWELL INTL INC COM 438516106 50,312 288,176 SH   SOLE   283,600 0 4,576
HORACE MANN EDUCATORS CORP N COM 440327104 27,196 675,016 SH   SOLE   675,016 0 0
HORIZON BANCORP INC COM 440407104 2,307 141,217 SH   SOLE   141,217 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 40,846 1,697,674 SH   SOLE   1,697,674 0 0
HOSTESS BRANDS INC CL A 44109J106 32,176 2,228,240 SH   SOLE   2,228,240 0 0
HUBBELL INC COM 443510607 16,510 126,612 SH   SOLE   126,612 0 0
HUDSON PAC PPTYS INC COM 444097109 21,642 650,488 SH   SOLE   650,488 0 0
HUNTSMAN CORP COM 447011107 39,675 1,941,030 SH   SOLE   1,912,629 0 28,401
IBERIABANK CORP COM 450828108 47,120 621,229 SH   SOLE   621,229 0 0
ICF INTL INC COM 44925C103 37,168 510,543 SH   SOLE   510,543 0 0
INGERSOLL-RAND PLC SHS G47791101 65,075 513,733 SH   SOLE   506,161 0 7,572
INSIGHT ENTERPRISES INC COM 45765U103 3,679 63,210 SH   SOLE   63,210 0 0
INSPERITY INC COM 45778Q107 54,776 448,466 SH   SOLE   448,466 0 0
INTEL CORP COM 458140100 44,973 939,486 SH   SOLE   921,010 0 18,476
INTERCONTINENTAL EXCHANGE IN COM 45866F104 39,554 460,253 SH   SOLE   458,412 0 1,841
INVESCO MORTGAGE CAPITAL INC COM 46131B100 12,924 801,727 SH   SOLE   801,727 0 0
INVESTORS BANCORP INC NEW COM 46146L101 13,000 1,165,887 SH   SOLE   1,165,887 0 0
IONIS PHARMACEUTICALS INC COM 462222100 16,231 252,541 SH   SOLE   252,541 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 1,117 14,129 SH   SOLE   14,129 0 0
IROBOT CORP COM 462726100 23,802 259,739 SH   SOLE   259,739 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 3,511 27,598 SH   SOLE   27,598 0 0
ITT INC COM 45073V108 26,729 408,208 SH   SOLE   408,208 0 0
J & J SNACK FOODS CORP COM 466032109 21,765 135,226 SH   SOLE   135,226 0 0
J2 GLOBAL INC COM 48123V102 40,596 456,702 SH   SOLE   456,702 0 0
JAGGED PEAK ENERGY INC COM 47009K107 1,842 222,726 SH   SOLE   222,726 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 32,581 228,543 SH   SOLE   228,543 0 0
JETBLUE AWYS CORP COM 477143101 1,190 64,371 SH   SOLE   64,371 0 0
JPMORGAN CHASE & CO COM 46625H100 160,570 1,436,227 SH   SOLE   1,415,247 0 20,980
KAISER ALUMINUM CORP COM PAR $0.01 483007704 29,362 300,813 SH   SOLE   300,813 0 0
KIRBY CORP COM 497266106 17,749 224,673 SH   SOLE   224,673 0 0
KNOWLES CORP COM 49926D109 3,098 169,173 SH   SOLE   169,173 0 0
KOHLS CORP COM 500255104 806 16,960 SH   SOLE   16,960 0 0
KRATON CORPORATION COM 50077C106 25,636 825,107 SH   SOLE   825,107 0 0
KROGER CO COM 501044101 9,481 436,701 SH   SOLE   417,959 0 18,742
LABORATORY CORP AMER HLDGS COM NEW 50540R409 637 3,685 SH   SOLE   3,685 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 36,517 452,452 SH   SOLE   452,452 0 0
LAMB WESTON HLDGS INC COM 513272104 29,121 459,617 SH   SOLE   459,617 0 0
LEAR CORP COM NEW 521865204 1,648 11,831 SH   SOLE   11,831 0 0
LHC GROUP INC COM 50187A107 43,612 364,709 SH   SOLE   364,709 0 0
LIFE STORAGE INC COM 53223X107 24,133 253,822 SH   SOLE   253,822 0 0
LILLY ELI & CO COM 532457108 49,196 444,051 SH   SOLE   434,629 0 9,422
LITHIA MTRS INC CL A 536797103 26,790 225,541 SH   SOLE   225,541 0 0
LIVANOVA PLC SHS G5509L101 29,439 409,102 SH   SOLE   409,102 0 0
LIVERAMP HLDGS INC COM 53815P108 48,259 995,435 SH   SOLE   995,435 0 0
LOCKHEED MARTIN CORP COM 539830109 32,316 88,892 SH   SOLE   88,520 0 372
LOGMEIN INC COM 54142L109 17,323 235,118 SH   SOLE   235,118 0 0
LULULEMON ATHLETICA INC COM 550021109 223 1,238 SH   SOLE   1,238 0 0
LUMENTUM HLDGS INC COM 55024U109 886 16,593 SH   SOLE   16,593 0 0
MADDEN STEVEN LTD COM 556269108 26,275 773,932 SH   SOLE   773,932 0 0
MAGELLAN HEALTH INC COM NEW 559079207 1,797 24,209 SH   SOLE   24,209 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 14,151 1,222,033 SH   SOLE   1,222,033 0 0
MARATHON PETE CORP COM 56585A102 58,810 1,052,442 SH   SOLE   1,038,468 0 13,974
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 13,524 140,292 SH   SOLE   140,292 0 0
MASONITE INTL CORP NEW COM 575385109 716 13,590 SH   SOLE   13,590 0 0
MASTEC INC COM 576323109 46,599 904,304 SH   SOLE   904,304 0 0
MATADOR RES CO COM 576485205 597 30,016 SH   SOLE   30,016 0 0
MAXLINEAR INC COM 57776J100 618 26,373 SH   SOLE   26,373 0 0
MEDTRONIC PLC SHS G5960L103 99,394 1,020,579 SH   SOLE   1,006,018 0 14,561
MERCK & CO INC COM 58933Y105 85,332 1,017,676 SH   SOLE   998,983 0 18,693
MERIT MED SYS INC COM 589889104 15,593 261,800 SH   SOLE   261,800 0 0
MFA FINL INC COM 55272X102 6,441 897,121 SH   SOLE   897,121 0 0
MICROSOFT CORP COM 594918104 106,299 793,511 SH   SOLE   766,597 0 26,914
MID AMER APT CMNTYS INC COM 59522J103 14,534 123,422 SH   SOLE   123,422 0 0
MKS INSTRUMENT INC COM 55306N104 14,133 181,450 SH   SOLE   181,450 0 0
MOELIS & CO CL A 60786M105 3,646 104,322 SH   SOLE   104,322 0 0
MONDELEZ INTL INC CL A 609207105 35,679 661,937 SH   SOLE   659,253 0 2,684
MYR GROUP INC DEL COM 55405W104 3,231 86,503 SH   SOLE   86,503 0 0
MYRIAD GENETICS INC COM 62855J104 26,469 952,818 SH   SOLE   952,818 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 12,145 419,650 SH   SOLE   419,650 0 0
NETGEAR INC COM 64111Q104 19,210 759,580 SH   SOLE   759,580 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 17,738 210,088 SH   SOLE   210,088 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 13,050 315,211 SH   SOLE   315,211 0 0
NORTHROP GRUMMAN CORP COM 666807102 65,331 202,195 SH   SOLE   198,932 0 3,263
NUANCE COMMUNICATIONS INC COM 67020Y100 12,588 788,247 SH   SOLE   788,247 0 0
NUCOR CORP COM 670346105 277 5,031 SH   SOLE   5,031 0 0
NUVASIVE INC COM 670704105 9,310 159,044 SH   SOLE   159,044 0 0
NXP SEMICONDUCTORS N V COM N6596X109 12,635 129,441 SH   SOLE   123,951 0 5,490
OLD NATL BANCORP IND COM 680033107 12,466 751,444 SH   SOLE   751,444 0 0
OLD REP INTL CORP COM 680223104 37,243 1,664,121 SH   SOLE   1,664,121 0 0
OLD SECOND BANCORP INC ILL COM 680277100 2,143 167,843 SH   SOLE   167,843 0 0
ON SEMICONDUCTOR CORP COM 682189105 33,016 1,633,668 SH   SOLE   1,626,962 0 6,706
ORACLE CORP COM 68389X105 29,612 519,784 SH   SOLE   516,826 0 2,958
ORTHOFIX MED INC COM 68752M108 12,506 236,502 SH   SOLE   236,502 0 0
OWENS CORNING NEW COM 690742101 24,878 427,459 SH   SOLE   425,658 0 1,801
PACIFIC PREMIER BANCORP COM 69478X105 649 21,017 SH   SOLE   21,017 0 0
PACWEST BANCORP DEL COM 695263103 25,799 664,421 SH   SOLE   664,421 0 0
PARKER HANNIFIN CORP COM 701094104 16,403 96,480 SH   SOLE   95,875 0 605
PDC ENERGY INC COM 69327R101 12,235 339,308 SH   SOLE   339,308 0 0
PEPSICO INC COM 713448108 52,171 397,855 SH   SOLE   395,794 0 2,061
PERFICIENT INC COM 71375U101 12,244 356,766 SH   SOLE   356,766 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 48,076 1,200,995 SH   SOLE   1,200,995 0 0
PERKINELMER INC COM 714046109 25,492 264,604 SH   SOLE   264,604 0 0
PFIZER INC COM 717081103 123,151 2,842,835 SH   SOLE   2,802,084 0 40,751
PHILLIPS 66 COM 718546104 45,119 482,348 SH   SOLE   475,429 0 6,919
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 35,464 1,779,423 SH   SOLE   1,779,423 0 0
PIONEER NAT RES CO COM 723787107 15,644 101,677 SH   SOLE   96,997 0 4,680
POLARIS INDS INC COM 731068102 12,466 136,645 SH   SOLE   130,213 0 6,432
POLYONE CORP COM 73179P106 21,307 678,790 SH   SOLE   678,790 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 37,297 688,510 SH   SOLE   688,510 0 0
POST HLDGS INC COM 737446104 15,715 151,153 SH   SOLE   151,153 0 0
POTLATCHDELTIC CORPORATION COM 737630103 9,406 241,293 SH   SOLE   241,293 0 0
PRA HEALTH SCIENCES INC COM 69354M108 23,039 232,366 SH   SOLE   232,366 0 0
PRICE T ROWE GROUP INC COM 74144T108 17,133 156,165 SH   SOLE   149,007 0 7,158
PROCTER AND GAMBLE CO COM 742718109 121,504 1,108,106 SH   SOLE   1,092,305 0 15,801
PROLOGIS INC COM 74340W103 44,788 559,157 SH   SOLE   556,897 0 2,260
PRUDENTIAL FINL INC COM 744320102 57,247 566,806 SH   SOLE   557,210 0 9,596
PS BUSINESS PKS INC CALIF COM 69360J107 39,513 234,454 SH   SOLE   234,454 0 0
PTC THERAPEUTICS INC COM 69366J200 769 17,097 SH   SOLE   17,097 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 555 9,443 SH   SOLE   8,879 0 564
PULTE GROUP INC COM 745867101 10,168 321,566 SH   SOLE   307,932 0 13,634
PVH CORP COM 693656100 43,441 459,015 SH   SOLE   453,044 0 5,971
QCR HOLDINGS INC COM 74727A104 1,929 55,308 SH   SOLE   55,308 0 0
QUALYS INC COM 74758T303 24,550 281,928 SH   SOLE   281,928 0 0
QUANTA SVCS INC COM 74762E102 67,213 1,759,966 SH   SOLE   1,746,311 0 13,655
QUIDEL CORP COM 74838J101 28,024 472,419 SH   SOLE   472,419 0 0
RADIAN GROUP INC COM 750236101 41,672 1,823,727 SH   SOLE   1,823,727 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 1,231 14,557 SH   SOLE   14,557 0 0
RAYTHEON CO COM NEW 755111507 15,311 88,057 SH   SOLE   83,868 0 4,189
REALPAGE INC COM 75606N109 29,741 505,370 SH   SOLE   505,370 0 0
REVANCE THERAPEUTICS INC COM 761330109 356 27,421 SH   SOLE   27,421 0 0
REXNORD CORP NEW COM 76169B102 29,833 987,193 SH   SOLE   987,193 0 0
ROGERS CORP COM 775133101 26,884 155,775 SH   SOLE   155,775 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 62,350 514,399 SH   SOLE   507,434 0 6,965
RYDER SYS INC COM 783549108 18,366 315,034 SH   SOLE   315,034 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 46,794 577,064 SH   SOLE   577,064 0 0
SAIA INC COM 78709Y105 12,648 195,576 SH   SOLE   195,576 0 0
SANDY SPRING BANCORP INC COM 800363103 1,880 53,904 SH   SOLE   53,904 0 0
SANMINA CORPORATION COM 801056102 16,331 539,345 SH   SOLE   539,345 0 0
SEAWORLD ENTMT INC COM 81282V100 40,822 1,316,826 SH   SOLE   1,316,826 0 0
SERVICE CORP INTL COM 817565104 39,579 846,071 SH   SOLE   846,071 0 0
SHAKE SHACK INC CL A 819047101 1,330 18,416 SH   SOLE   18,416 0 0
SHUTTERFLY INC COM 82568P304 1,212 23,973 SH   SOLE   23,973 0 0
SILICON LABORATORIES INC COM 826919102 39,770 384,618 SH   SOLE   384,618 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 11,173 480,355 SH   SOLE   480,355 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 45,171 842,277 SH   SOLE   842,277 0 0
SKYWEST INC COM 830879102 46,356 764,062 SH   SOLE   764,062 0 0
SLEEP NUMBER CORP COM 83125X103 30,717 760,511 SH   SOLE   760,511 0 0
SONOCO PRODS CO COM 835495102 31,989 489,577 SH   SOLE   489,577 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 19,270 215,021 SH   SOLE   215,021 0 0
SP PLUS CORP COM 78469C103 9,249 289,655 SH   SOLE   289,655 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,509 8,564 SH   SOLE   8,564 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 18,593 228,505 SH   SOLE   228,505 0 0
SPS COMMERCE INC COM 78463M107 42,927 419,986 SH   SOLE   419,986 0 0
SPX CORP COM 784635104 30,285 917,178 SH   SOLE   917,178 0 0
STATE STR CORP COM 857477103 30,901 551,221 SH   SOLE   548,998 0 2,223
STERIS PLC SHS USD G8473T100 1,105 7,420 SH   SOLE   7,420 0 0
STIFEL FINL CORP COM 860630102 12,031 203,712 SH   SOLE   203,712 0 0
STRYKER CORP COM 863667101 521 2,535 SH   SOLE   2,535 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 14,050 1,024,811 SH   SOLE   1,024,811 0 0
SUNTRUST BKS INC COM 867914103 42,238 672,045 SH   SOLE   669,141 0 2,904
SUPERNUS PHARMACEUTICALS INC COM 868459108 25,874 781,926 SH   SOLE   781,926 0 0
SYNEOS HEALTH INC CL A 87166B102 40,312 789,036 SH   SOLE   789,036 0 0
SYNOPSYS INC COM 871607107 46,636 362,388 SH   SOLE   356,026 0 6,362
TELEFLEX INC COM 879369106 21,167 63,920 SH   SOLE   63,920 0 0
TETRA TECH INC NEW COM 88162G103 1,339 17,047 SH   SOLE   17,047 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 42,387 1,054,678 SH   SOLE   1,038,615 0 16,063
THERMO FISHER SCIENTIFIC INC COM 883556102 67,844 231,012 SH   SOLE   226,522 0 4,490
TRAVELERS COMPANIES INC COM 89417E109 32,616 218,140 SH   SOLE   216,471 0 1,669
TRIMAS CORP COM NEW 896215209 5,191 167,622 SH   SOLE   167,622 0 0
TRINSEO S A SHS L9340P101 10,652 251,590 SH   SOLE   251,590 0 0
TYSON FOODS INC CL A 902494103 42,021 520,450 SH   SOLE   511,752 0 8,698
U S CONCRETE INC COM NEW 90333L201 20,867 419,936 SH   SOLE   419,936 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 6,685 105,275 SH   SOLE   105,275 0 0
UMPQUA HLDGS CORP COM 904214103 1,177 70,958 SH   SOLE   70,958 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 12,538 439,022 SH   SOLE   439,022 0 0
UNITEDHEALTH GROUP INC COM 91324P102 49,582 203,194 SH   SOLE   197,883 0 5,311
UNIVERSAL FST PRODS INC COM 913543104 11,912 312,978 SH   SOLE   312,978 0 0
US ECOLOGY INC COM 91732J102 23,090 387,808 SH   SOLE   387,808 0 0
VANDA PHARMACEUTICALS INC COM 921659108 6,583 467,212 SH   SOLE   467,212 0 0
VERINT SYS INC COM 92343X100 21,147 393,216 SH   SOLE   393,216 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 127,351 2,229,144 SH   SOLE   2,197,581 0 31,563
VERTEX PHARMACEUTICALS INC COM 92532F100 13,201 71,988 SH   SOLE   68,991 0 2,997
VIAD CORP COM NEW 92552R406 9,074 136,989 SH   SOLE   136,989 0 0
VIAVI SOLUTIONS INC COM 925550105 43,146 3,246,475 SH   SOLE   3,246,475 0 0
VIRTU FINL INC CL A 928254101 26,455 1,214,654 SH   SOLE   1,214,654 0 0
VIRTUSA CORP COM 92827P102 7,907 177,959 SH   SOLE   177,959 0 0
VISA INC COM CL A 92826C839 38,701 222,999 SH   SOLE   212,346 0 10,653
VISHAY INTERTECHNOLOGY INC COM 928298108 11,620 703,390 SH   SOLE   703,390 0 0
VONAGE HLDGS CORP COM 92886T201 33,720 2,976,129 SH   SOLE   2,976,129 0 0
WASTE MGMT INC DEL COM 94106L109 77,354 670,484 SH   SOLE   660,307 0 10,177
WELLS FARGO CO NEW COM 949746101 23,515 496,939 SH   SOLE   494,820 0 2,119
WERNER ENTERPRISES INC COM 950755108 9,237 297,201 SH   SOLE   297,201 0 0
WESTERN ALLIANCE BANCORP COM 957638109 19,429 434,459 SH   SOLE   434,459 0 0
WINTRUST FINL CORP COM 97650W108 27,425 374,862 SH   SOLE   374,862 0 0
WOLVERINE WORLD WIDE INC COM 978097103 18,342 666,011 SH   SOLE   666,011 0 0
WPX ENERGY INC COM 98212B103 23,311 2,025,321 SH   SOLE   2,025,321 0 0
WSFS FINL CORP COM 929328102 12,302 297,863 SH   SOLE   297,863 0 0
XCEL ENERGY INC COM 98389B100 69,077 1,161,152 SH   SOLE   1,156,393 0 4,759
XPERI CORP COM 98421B100 4,694 227,979 SH   SOLE   227,979 0 0
YELP INC CL A 985817105 34,444 1,007,722 SH   SOLE   1,007,722 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 32,432 154,814 SH   SOLE   154,814 0 0
ZIONS BANCORPORATION N A COM 989701107 48,146 1,047,103 SH   SOLE   1,033,866 0 13,237
ZOETIS INC CL A 98978V103 539 4,748 SH   SOLE   4,748 0 0