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 3,464 76,304 SH   SOLE   76,304 0 0
ABBOTT LABS COM 002824100 19,176 209,735 SH   SOLE   209,532 0 203
ABBVIE INC COM 00287Y109 56,631 576,811 SH   SOLE   574,227 0 2,584
ACADIA HEALTHCARE COMPANY IN COM 00404A109 8,106 322,709 SH   SOLE   322,709 0 0
ACTIVISION BLIZZARD INC COM 00507V109 8,191 107,922 SH   SOLE   107,807 0 115
ADDUS HOMECARE CORP COM 006739106 10,873 117,470 SH   SOLE   117,470 0 0
ADOBE INC COM 00724F101 23,227 53,357 SH   SOLE   53,299 0 58
ADTALEM GLOBAL ED INC COM 00737L103 20,862 669,742 SH   SOLE   669,742 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 16,666 420,446 SH   SOLE   420,446 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 231 2,618 SH   SOLE   2,618 0 0
AGNC INVT CORP COM 00123Q104 667 51,678 SH   SOLE   51,678 0 0
AGREE REALTY CORP COM 008492100 2,838 43,197 SH   SOLE   43,197 0 0
AIR LEASE CORP CL A 00912X302 21,360 729,256 SH   SOLE   729,256 0 0
AIR PRODS & CHEMS INC COM 009158106 39,184 162,277 SH   SOLE   161,270 0 1,007
AIR TRANSPORT SERVICES GRP I COM 00922R105 6,682 300,059 SH   SOLE   300,059 0 0
ALLEGHANY CORP DEL COM 017175100 14,274 29,181 SH   SOLE   29,181 0 0
ALLIANT ENERGY CORP COM 018802108 1,638 34,230 SH   SOLE   34,230 0 0
ALLSTATE CORP COM 020002101 42,747 440,737 SH   SOLE   438,602 0 2,135
ALPHABET INC CAP STK CL A 02079K305 99,650 70,273 SH   SOLE   70,196 0 77
ALPHABET INC CAP STK CL C 02079K107 204 144 SH   SOLE   144 0 0
ALTRA INDL MOTION CORP COM 02208R106 25,075 787,049 SH   SOLE   787,049 0 0
AMAZON COM INC COM 023135106 70,320 25,489 SH   SOLE   25,462 0 27
AMEDISYS INC COM 023436108 17,659 88,942 SH   SOLE   88,942 0 0
AMEREN CORP COM 023608102 216 3,060 SH   SOLE   3,060 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 28,036 2,572,075 SH   SOLE   2,572,075 0 0
AMERICAN ELEC PWR CO INC COM 025537101 41,727 523,935 SH   SOLE   520,763 0 3,172
AMERICAN EXPRESS CO COM 025816109 19,470 204,527 SH   SOLE   203,267 0 1,260
AMERICAN TOWER CORP NEW COM 03027X100 21,878 84,623 SH   SOLE   84,536 0 87
AMERICAN WOODMARK CORPORATIO COM 030506109 20,608 272,412 SH   SOLE   272,412 0 0
AMERICOLD RLTY TR COM 03064D108 1,997 55,004 SH   SOLE   55,004 0 0
AMERISOURCEBERGEN CORP COM 03073E105 45,819 454,700 SH   SOLE   452,528 0 2,172
AMGEN INC COM 031162100 462 1,960 SH   SOLE   1,960 0 0
AMICUS THERAPEUTICS INC COM 03152W109 26,306 1,744,457 SH   SOLE   1,744,457 0 0
AMN HEALTHCARE SVCS INC COM 001744101 20,094 444,171 SH   SOLE   444,171 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 6,409 285,345 SH   SOLE   285,345 0 0
APPLE INC COM 037833100 99,263 272,100 SH   SOLE   271,488 0 612
ARAMARK COM 03852U106 11,973 530,500 SH   SOLE   530,500 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 17,898 284,321 SH   SOLE   284,321 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 9,615 276,064 SH   SOLE   276,064 0 0
ARMOUR RESIDENTIAL REIT INC COM NEW 042315507 2,572 273,947 SH   SOLE   273,947 0 0
AT&T INC COM 00206R102 19,184 634,625 SH   SOLE   630,784 0 3,841
ATRICURE INC COM 04963C209 5,164 114,880 SH   SOLE   114,880 0 0
AUTOZONE INC COM 053332102 12,157 10,776 SH   SOLE   10,762 0 14
AVAYA HLDGS CORP COM 05351X101 23,947 1,937,478 SH   SOLE   1,937,478 0 0
AXALTA COATING SYS LTD COM G0750C108 16,680 739,670 SH   SOLE   739,670 0 0
AZZ INC COM 002474104 1,828 53,276 SH   SOLE   53,276 0 0
BANK NEW YORK MELLON CORP COM 064058100 406 10,505 SH   SOLE   10,505 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,073 157,260 SH   SOLE   156,368 0 892
BERKSHIRE HILLS BANCORP INC COM 084680107 4,909 445,507 SH   SOLE   445,507 0 0
BEST BUY INC COM 086516101 47,593 545,363 SH   SOLE   542,949 0 2,414
BIOGEN INC COM 09062X103 8,273 30,925 SH   SOLE   30,582 0 343
BIOTELEMETRY INC COM 090672106 18,451 408,309 SH   SOLE   408,309 0 0
BJS RESTAURANTS INC COM 09180C106 11,400 544,390 SH   SOLE   544,390 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 34,529 926,453 SH   SOLE   926,453 0 0
BK OF AMERICA CORP COM 060505104 96,304 4,054,931 SH   SOLE   4,034,687 0 20,244
BLACK HILLS CORP COM 092113109 33,578 592,622 SH   SOLE   592,622 0 0
BLACKROCK INC COM 09247X101 15,671 28,803 SH   SOLE   28,773 0 30
BLOOMIN BRANDS INC COM 094235108 18,000 1,688,525 SH   SOLE   1,688,525 0 0
BLUCORA INC COM 095229100 12,618 1,104,919 SH   SOLE   1,104,919 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 20,986 269,049 SH   SOLE   269,049 0 0
BOEING CO COM 097023105 13,983 76,284 SH   SOLE   76,212 0 72
BOSTON PPTYS LTD PARTNERSHIP COM 101121101 33,874 374,793 SH   SOLE   372,850 0 1,943
BOSTON SCIENTIFIC CORP COM 101137107 12,188 347,154 SH   SOLE   346,773 0 381
BOTTOMLINE TECH DEL INC COM 101388106 26,264 517,319 SH   SOLE   517,319 0 0
BOX INC CL A 10316T104 29,476 1,419,837 SH   SOLE   1,419,837 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 10,382 833,195 SH   SOLE   833,195 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 619 10,521 SH   SOLE   10,521 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 904 70,535 SH   SOLE   70,535 0 0
BROADCOM INC COM 11135F101 36,564 115,852 SH   SOLE   115,347 0 505
CACI INTL INC CL A 127190304 940 4,335 SH   SOLE   4,335 0 0
CALLAWAY GOLF CO COM 131193104 7,438 424,795 SH   SOLE   424,795 0 0
CAMDEN NATL CORP COM 133034108 1,633 47,269 SH   SOLE   47,269 0 0
CARDTRONICS PLC SHS CL A G1991C105 18,764 782,505 SH   SOLE   782,505 0 0
CATERPILLAR INC DEL COM 149123101 30,274 239,327 SH   SOLE   237,813 0 1,514
CELANESE CORP DEL COM 150870103 1,602 18,558 SH   SOLE   18,558 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,780 82,282 SH   SOLE   82,282 0 0
CERNER CORP COM 156782104 15,134 220,776 SH   SOLE   220,538 0 238
CHARLES RIV LABS INTL INC COM 159864107 26,357 151,174 SH   SOLE   151,138 0 36
CHEVRON CORP NEW COM 166764100 66,243 742,386 SH   SOLE   738,713 0 3,673
CIENA CORP COM NEW 171779309 25,106 463,550 SH   SOLE   463,550 0 0
CIGNA CORP NEW COM 125523100 42,108 224,397 SH   SOLE   223,408 0 989
CISCO SYS INC COM 17275R102 35,506 761,285 SH   SOLE   756,736 0 4,549
COMCAST CORP NEW CL A 20030N101 54,174 1,389,808 SH   SOLE   1,381,486 0 8,322
COMMERCIAL METALS CO COM 201723103 9,940 487,255 SH   SOLE   487,255 0 0
COMMVAULT SYSTEMS INC COM 204166102 14,239 367,942 SH   SOLE   367,942 0 0
CONCHO RES INC COM 20605P101 19,266 374,105 SH   SOLE   371,909 0 2,196
CONNECTONE BANCORP INC NEW COM 20786W107 8,598 533,391 SH   SOLE   533,391 0 0
CONOCOPHILLIPS COM 20825C104 40,230 957,400 SH   SOLE   953,270 0 4,130
CONSTELLATION BRANDS INC CL A 21036P108 13,736 78,514 SH   SOLE   78,436 0 78
CORNERSTONE ONDEMAND INC COM 21925Y103 14,087 365,321 SH   SOLE   365,321 0 0
DANA INCORPORATED COM 235825205 22,993 1,886,244 SH   SOLE   1,886,244 0 0
DARDEN RESTAURANTS INC COM 237194105 44,822 591,547 SH   SOLE   589,702 0 1,845
DECKERS OUTDOOR CORP COM 243537107 36,844 187,604 SH   SOLE   187,604 0 0
DEERE & CO COM 244199105 460 2,927 SH   SOLE   2,927 0 0
DELEK US HLDGS INC NEW COM 24665A103 1,693 97,241 SH   SOLE   97,241 0 0
DELUXE CORP COM 248019101 13,441 570,965 SH   SOLE   570,965 0 0
DENTSPLY SIRONA INC COM 24906P109 247 5,597 SH   SOLE   5,597 0 0
DESIGNER BRANDS INC CL A 250565108 2,074 306,303 SH   SOLE   306,303 0 0
DIAMONDBACK ENERGY INC COM 25278X109 10,780 257,779 SH   SOLE   257,779 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 5,243 948,120 SH   SOLE   948,120 0 0
DICKS SPORTING GOODS INC COM 253393102 30,001 727,124 SH   SOLE   727,124 0 0
DISCOVERY INC COM SER A 25470F104 38,899 1,843,549 SH   SOLE   1,834,559 0 8,990
DISNEY WALT CO COM DISNEY 254687106 51,520 462,024 SH   SOLE   460,150 0 1,874
DOUGLAS EMMETT INC COM 25960P109 499 16,285 SH   SOLE   16,285 0 0
DTE ENERGY CO COM 233331107 56,653 527,004 SH   SOLE   524,673 0 2,331
DUKE ENERGY CORP NEW COM NEW 26441C204 51,978 650,625 SH   SOLE   647,783 0 2,842
E TRADE FINANCIAL CORP COM NEW 269246401 29,684 596,919 SH   SOLE   593,296 0 3,623
EDGEWELL PERS CARE CO COM 28035Q102 1,691 54,269 SH   SOLE   54,269 0 0
EMCOR GROUP INC COM 29084Q100 10,899 164,781 SH   SOLE   164,781 0 0
EMERSON ELEC CO COM 291011104 706 11,384 SH   SOLE   11,384 0 0
ENERSYS COM 29275Y102 6,341 98,487 SH   SOLE   98,487 0 0
ENPRO INDS INC COM 29355X107 14,859 301,467 SH   SOLE   301,467 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 10,148 326,085 SH   SOLE   326,085 0 0
EOG RES INC COM 26875P101 28,078 554,240 SH   SOLE   550,859 0 3,381
EQUITY LIFESTYLE PPTYS INC COM 29472R108 14,058 225,002 SH   SOLE   223,604 0 1,398
ESPERION THERAPEUTICS INC NE COM 29664W105 21,923 427,268 SH   SOLE   427,268 0 0
EURONET WORLDWIDE INC COM 298736109 12,798 133,560 SH   SOLE   133,560 0 0
EVERBRIDGE INC COM 29978A104 25,488 184,214 SH   SOLE   184,214 0 0
EVEREST RE GROUP LTD COM G3223R108 22,811 110,627 SH   SOLE   110,627 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 28,842 1,550,662 SH   SOLE   1,550,662 0 0
EXACT SCIENCES CORP COM 30063P105 20,397 234,609 SH   SOLE   234,609 0 0
FACEBOOK INC CL A 30303M102 36,920 162,591 SH   SOLE   162,416 0 175
FIBROGEN INC COM 31572Q808 26,998 666,119 SH   SOLE   666,119 0 0
FIRST BANCORP N C COM 318910106 1,845 73,568 SH   SOLE   73,568 0 0
FIRST INDL RLTY TR INC COM 32054K103 25,244 656,713 SH   SOLE   656,713 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 2,524 81,522 SH   SOLE   81,522 0 0
FTI CONSULTING INC COM 302941109 26,999 235,698 SH   SOLE   235,698 0 0
GENERAC HLDGS INC COM 368736104 20,528 168,359 SH   SOLE   168,359 0 0
GLACIER BANCORP INC NEW COM 37637Q105 9,055 256,578 SH   SOLE   256,578 0 0
GLU MOBILE INC COM 379890106 24,800 2,675,335 SH   SOLE   2,675,335 0 0
GRACE W R & CO DEL NEW COM 38388F108 22,221 437,341 SH   SOLE   437,341 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 21,315 1,523,577 SH   SOLE   1,523,577 0 0
HANOVER INS GROUP INC COM 410867105 19,772 195,129 SH   SOLE   195,129 0 0
HARSCO CORP COM 415864107 19,548 1,446,899 SH   SOLE   1,446,899 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 42,115 1,092,461 SH   SOLE   1,087,580 0 4,881
HELEN OF TROY CORP LTD COM G4388N106 28,315 150,166 SH   SOLE   150,166 0 0
HERON THERAPEUTICS INC COM 427746102 7,479 508,403 SH   SOLE   508,403 0 0
HIGHWOODS PPTYS INC COM 431284108 28,820 772,028 SH   SOLE   769,943 0 2,085
HILL ROM HLDGS INC COM 431475102 33,425 304,479 SH   SOLE   302,619 0 1,860
HILLTOP HOLDINGS INC COM 432748101 2,591 140,448 SH   SOLE   140,448 0 0
HOLLYFRONTIER CORP COM 436106108 10,815 370,387 SH   SOLE   370,387 0 0
HOME BANCSHARES INC COM 436893200 8,841 574,821 SH   SOLE   574,821 0 0
HOME DEPOT INC COM 437076102 323 1,287 SH   SOLE   1,287 0 0
HONEYWELL INTL INC COM 438516106 48,115 332,775 SH   SOLE   331,284 0 1,491
HORACE MANN EDUCATORS CORP N COM 440327104 22,807 620,937 SH   SOLE   620,937 0 0
HORIZON BANCORP INC COM 440407104 1,684 157,491 SH   SOLE   157,491 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 49,934 898,413 SH   SOLE   898,413 0 0
HOST HOTELS & RESORTS INC COM 44107P104 11,819 1,095,364 SH   SOLE   1,095,364 0 0
HOSTESS BRANDS INC CL A 44109J106 23,765 1,944,757 SH   SOLE   1,944,757 0 0
HUBBELL INC COM 443510607 474 3,782 SH   SOLE   3,782 0 0
HUDSON PAC PPTYS INC COM 444097109 15,752 626,077 SH   SOLE   626,077 0 0
HUNTSMAN CORP COM 447011107 29,721 1,653,927 SH   SOLE   1,646,594 0 7,333
IBERIABANK CORP COM 450828108 23,664 519,634 SH   SOLE   519,634 0 0
ICF INTL INC COM 44925C103 24,911 384,256 SH   SOLE   384,256 0 0
INTEL CORP COM 458140100 27,767 464,087 SH   SOLE   461,435 0 2,652
INTERCEPT PHARMACEUTICALS IN COM 45845P108 12,497 260,840 SH   SOLE   260,840 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 35,481 387,350 SH   SOLE   385,159 0 2,191
INVESTORS BANCORP INC NEW COM 46146L101 26,665 3,137,084 SH   SOLE   3,137,084 0 0
IONIS PHARMACEUTICALS INC COM 462222100 15,899 269,660 SH   SOLE   269,660 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 26,459 963,884 SH   SOLE   963,884 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 1,715 15,229 SH   SOLE   15,229 0 0
ITRON INC COM 465741106 24,371 367,866 SH   SOLE   367,866 0 0
ITT INC COM 45073V108 1,724 29,351 SH   SOLE   29,351 0 0
J2 GLOBAL INC COM 48123V102 24,979 395,173 SH   SOLE   395,173 0 0
JACOBS ENGR GROUP INC COM 469814107 20,829 245,624 SH   SOLE   245,624 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 19,143 173,489 SH   SOLE   173,489 0 0
JOHNSON & JOHNSON COM 478160104 82,288 585,132 SH   SOLE   582,201 0 2,931
JPMORGAN CHASE & CO COM 46625H100 112,728 1,198,468 SH   SOLE   1,192,579 0 5,889
KAISER ALUMINUM CORP COM PAR $0.01 483007704 21,403 290,723 SH   SOLE   290,723 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 44,788 300,012 SH   SOLE   298,632 0 1,380
KB HOME COM 48666K109 23,713 772,929 SH   SOLE   772,929 0 0
KIMBERLY CLARK CORP COM 494368103 56,043 396,486 SH   SOLE   394,476 0 2,010
KNOWLES CORP COM 49926D109 2,664 174,569 SH   SOLE   174,569 0 0
KOHLS CORP COM 500255104 18,830 906,599 SH   SOLE   906,599 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 10,395 61,259 SH   SOLE   61,197 0 62
LABORATORY CORP AMER HLDGS COM NEW 50540R409 616 3,710 SH   SOLE   3,710 0 0
LAM RESEARCH CORP COM 512807108 15,847 48,996 SH   SOLE   48,946 0 50
LAMAR ADVERTISING CO NEW CL A 512816109 20,869 312,599 SH   SOLE   312,599 0 0
LAMB WESTON HLDGS INC COM 513272104 17,564 274,733 SH   SOLE   274,733 0 0
LEAR CORP COM NEW 521865204 1,242 11,395 SH   SOLE   11,395 0 0
LEIDOS HOLDINGS INC COM 525327102 27,787 296,651 SH   SOLE   296,521 0 130
LEXINGTON REALTY TRUST COM 529043101 10,500 995,220 SH   SOLE   995,220 0 0
LHC GROUP INC COM 50187A107 9,821 56,338 SH   SOLE   56,338 0 0
LIFE STORAGE INC COM 53223X107 13,523 142,424 SH   SOLE   142,424 0 0
LILLY ELI & CO COM 532457108 56,305 342,946 SH   SOLE   341,539 0 1,407
LINDE PLC SHS G5494J103 17,831 84,065 SH   SOLE   83,974 0 91
LITHIA MTRS INC CL A 536797103 32,075 211,957 SH   SOLE   211,957 0 0
LIVANOVA PLC SHS G5509L101 6,039 125,475 SH   SOLE   125,475 0 0
LOCKHEED MARTIN CORP COM 539830109 27,060 74,155 SH   SOLE   73,681 0 474
LULULEMON ATHLETICA INC COM 550021109 357 1,145 SH   SOLE   1,145 0 0
MAGELLAN HEALTH INC COM NEW 559079207 8,628 118,227 SH   SOLE   118,227 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 7,293 1,203,421 SH   SOLE   1,203,421 0 0
MANPOWERGROUP INC COM 56418H100 770 11,195 SH   SOLE   11,195 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 9,991 121,530 SH   SOLE   121,530 0 0
MARTIN MARIETTA MATLS INC COM 573284106 47,286 228,908 SH   SOLE   227,783 0 1,125
MASONITE INTL CORP NEW COM 575385109 9,179 118,006 SH   SOLE   118,006 0 0
MASTEC INC COM 576323109 19,225 428,453 SH   SOLE   428,453 0 0
MEDTRONIC PLC SHS G5960L103 75,129 819,281 SH   SOLE   815,132 0 4,149
MERCK & CO. INC COM 58933Y105 57,141 738,920 SH   SOLE   735,833 0 3,087
MERIT MED SYS INC COM 589889104 18,425 403,613 SH   SOLE   403,613 0 0
MICRON TECHNOLOGY INC COM 595112103 38,885 754,777 SH   SOLE   751,104 0 3,673
MICROSOFT CORP COM 594918104 115,702 568,535 SH   SOLE   567,076 0 1,459
MID-AMER APT CMNTYS INC COM 59522J103 18,164 158,406 SH   SOLE   158,406 0 0
MKS INSTRS INC COM 55306N104 15,579 137,575 SH   SOLE   137,575 0 0
MONDELEZ INTL INC CL A 609207105 50,938 996,251 SH   SOLE   991,710 0 4,541
MYR GROUP INC DEL COM 55405W104 2,267 71,051 SH   SOLE   71,051 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 8,606 300,274 SH   SOLE   300,274 0 0
NETGEAR INC COM 64111Q104 6,856 264,806 SH   SOLE   264,806 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 20,039 164,251 SH   SOLE   164,251 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 10,447 295,532 SH   SOLE   295,532 0 0
NIC INC COM 62914B100 20,120 876,322 SH   SOLE   876,322 0 0
NORTHFIELD BANCORP INC DEL COM 66611T108 5,049 438,285 SH   SOLE   438,285 0 0
NORTHROP GRUMMAN CORP COM 666807102 37,851 123,117 SH   SOLE   122,540 0 577
NUANCE COMMUNICATIONS INC COM 67020Y100 1,138 44,960 SH   SOLE   44,960 0 0
NUVASIVE INC COM 670704105 7,125 128,001 SH   SOLE   128,001 0 0
NXP SEMICONDUCTORS N V COM N6596X109 223 1,963 SH   SOLE   1,963 0 0
OLD NATL BANCORP IND COM 680033107 9,163 665,936 SH   SOLE   665,936 0 0
OLD REP INTL CORP COM 680223104 14,818 908,525 SH   SOLE   908,525 0 0
OLD SECOND BANCORP INC ILL COM 680277100 1,237 158,975 SH   SOLE   158,975 0 0
ON SEMICONDUCTOR CORP COM 682189105 44,387 2,239,508 SH   SOLE   2,232,146 0 7,362
OPTION CARE HEALTH INC COM NEW 68404L201 17,228 1,241,208 SH   SOLE   1,241,208 0 0
ORACLE CORP COM 68389X105 23,729 429,323 SH   SOLE   426,758 0 2,565
OSI SYSTEMS INC COM 671044105 4,941 66,193 SH   SOLE   66,193 0 0
OWENS CORNING NEW COM 690742101 19,990 358,517 SH   SOLE   356,251 0 2,266
PARKER HANNIFIN CORP COM 701094104 46,976 256,324 SH   SOLE   255,030 0 1,294
PBF ENERGY INC CL A 69318G106 6,136 599,196 SH   SOLE   599,196 0 0
PEPSICO INC COM 713448108 39,150 296,014 SH   SOLE   294,197 0 1,817
PERFORMANCE FOOD GROUP CO COM 71377A103 25,677 881,165 SH   SOLE   881,165 0 0
PETIQ INC COM CL A 71639T106 11,018 316,252 SH   SOLE   316,252 0 0
PHILLIPS 66 COM 718546104 22,018 306,224 SH   SOLE   304,375 0 1,849
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 28,036 1,687,875 SH   SOLE   1,687,875 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 18,180 432,950 SH   SOLE   432,950 0 0
POLYONE CORP COM 73179P106 24,263 925,000 SH   SOLE   925,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 27,855 666,225 SH   SOLE   666,225 0 0
POST HLDGS INC COM 737446104 1,479 16,876 SH   SOLE   16,876 0 0
POTLATCHDELTIC CORPORATION COM 737630103 8,080 212,452 SH   SOLE   212,452 0 0
PROCTER AND GAMBLE CO COM 742718109 65,696 549,426 SH   SOLE   547,256 0 2,170
PROLOGIS INC. COM 74340W103 43,679 468,005 SH   SOLE   465,219 0 2,786
PRUDENTIAL FINL INC COM 744320102 32,433 532,567 SH   SOLE   529,239 0 3,328
PS BUSINESS PKS INC CALIF COM 69360J107 6,475 48,903 SH   SOLE   48,903 0 0
PTC THERAPEUTICS INC COM 69366J200 6,585 129,787 SH   SOLE   129,787 0 0
PULTE GROUP INC COM 745867101 34,235 1,006,034 SH   SOLE   1,001,561 0 4,473
QCR HOLDINGS INC COM 74727A104 1,715 55,019 SH   SOLE   55,019 0 0
QTS RLTY TR INC COM CL A 74736A103 24,833 387,463 SH   SOLE   387,463 0 0
QUALYS INC COM 74758T303 28,546 274,428 SH   SOLE   274,428 0 0
QUANTA SVCS INC COM 74762E102 70,262 1,791,047 SH   SOLE   1,785,105 0 5,942
RADIAN GROUP INC COM 750236101 20,976 1,352,386 SH   SOLE   1,352,386 0 0
REALPAGE INC COM 75606N109 17,927 275,755 SH   SOLE   275,755 0 0
REVANCE THERAPEUTICS INC COM 761330109 11,809 483,576 SH   SOLE   483,576 0 0
REXNORD CORP COM 76169B102 24,428 837,999 SH   SOLE   837,999 0 0
RH COM 74967X103 33,128 133,099 SH   SOLE   133,099 0 0
RINGCENTRAL INC CL A 76680R206 301 1,057 SH   SOLE   1,057 0 0
ROGERS CORP COM 775133101 4,711 37,810 SH   SOLE   37,810 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 7,248 209,493 SH   SOLE   209,493 0 0
SAIA INC COM 78709Y105 10,257 92,252 SH   SOLE   92,252 0 0
SANDY SPRING BANCORP INC COM 800363103 7,492 302,348 SH   SOLE   302,348 0 0
SANMINA CORPORATION COM 801056102 3,883 155,074 SH   SOLE   155,074 0 0
SCHWAB CHARLES CORP COM 808513105 27,157 804,869 SH   SOLE   800,667 0 4,202
SEACOAST BKG CORP FLA COM NEW 811707801 8,541 418,659 SH   SOLE   418,659 0 0
SEAWORLD ENTMT INC COM 81282V100 12,550 847,432 SH   SOLE   847,432 0 0
SELECTIVE INS GROUP INC COM 816300107 11,046 209,444 SH   SOLE   209,444 0 0
SERVICE CORP INTL COM 817565104 1,889 48,569 SH   SOLE   48,569 0 0
SILICON LABORATORIES INC COM 826919102 28,078 280,026 SH   SOLE   280,026 0 0
SKYWEST INC COM 830879102 15,682 480,757 SH   SOLE   480,757 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 13,185 103,118 SH   SOLE   103,010 0 108
SLEEP NUMBER CORP COM 83125X103 20,325 488,109 SH   SOLE   488,109 0 0
SOUTH ST CORP COM 840441109 1,339 28,088 SH   SOLE   28,088 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 31,602 457,668 SH   SOLE   457,668 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 489 1,586 SH   SOLE   1,586 0 0
SPS COMMERCE INC COM 78463M107 35,587 473,738 SH   SOLE   473,738 0 0
SPX CORP COM 784635104 27,586 670,369 SH   SOLE   670,369 0 0
STAG INDL INC COM 85254J102 6,520 222,384 SH   SOLE   222,384 0 0
STATE STR CORP COM 857477103 52,683 829,009 SH   SOLE   824,854 0 4,155
STERIS PLC SHS USD G8473T100 1,655 10,785 SH   SOLE   10,785 0 0
SYNEOS HEALTH INC CL A 87166B102 30,384 521,618 SH   SOLE   521,618 0 0
SYNOPSYS INC COM 871607107 37,319 191,377 SH   SOLE   191,298 0 79
TARGET CORP COM 87612E106 53,266 444,145 SH   SOLE   442,078 0 2,067
TCF FINANCIAL CORPORATION NE COM 872307103 22,444 762,884 SH   SOLE   762,884 0 0
TELEFLEX INCORPORATED COM 879369106 15,726 43,206 SH   SOLE   43,206 0 0
TEXTRON INC COM 883203101 21,106 641,340 SH   SOLE   637,424 0 3,916
THERMO FISHER SCIENTIFIC INC COM 883556102 64,134 177,002 SH   SOLE   176,182 0 820
TIMKEN CO COM 887389104 27,340 601,016 SH   SOLE   601,016 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 20,015 224,943 SH   SOLE   223,625 0 1,318
TRAVELERS COMPANIES INC COM 89417E109 20,754 181,984 SH   SOLE   180,900 0 1,084
TRIMAS CORP COM NEW 896215209 3,602 150,406 SH   SOLE   150,406 0 0
TRUIST FINL CORP COM 89832Q109 44,317 1,180,249 SH   SOLE   1,174,366 0 5,883
TWO HBRS INVT CORP COM NEW 90187B408 27,858 5,527,450 SH   SOLE   5,527,450 0 0
UFP INDUSTRIES INC COM 90278Q108 9,678 195,473 SH   SOLE   195,473 0 0
UFP TECHNOLOGIES INC COM 902673102 2,228 50,559 SH   SOLE   50,559 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 6,648 293,751 SH   SOLE   293,751 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 9,831 125,683 SH   SOLE   125,683 0 0
UMPQUA HLDGS CORP COM 904214103 880 82,723 SH   SOLE   82,723 0 0
UNIFIRST CORP MASS COM 904708104 21,324 119,160 SH   SOLE   119,160 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 7,943 394,758 SH   SOLE   394,758 0 0
UNITEDHEALTH GROUP INC COM 91324P102 49,513 167,869 SH   SOLE   167,282 0 587
US ECOLOGY INC COM 91734M103 10,531 310,822 SH   SOLE   310,822 0 0
US FOODS HLDG CORP COM 912008109 7,262 368,201 SH   SOLE   367,809 0 392
VERINT SYS INC COM 92343X100 4,011 88,771 SH   SOLE   88,771 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 99,406 1,803,106 SH   SOLE   1,794,544 0 8,562
VERTEX PHARMACEUTICALS INC COM 92532F100 12,911 44,476 SH   SOLE   44,435 0 41
VIAVI SOLUTIONS INC COM 925550105 31,997 2,511,537 SH   SOLE   2,511,537 0 0
VISA INC COM CL A 92826C839 35,706 184,842 SH   SOLE   184,641 0 201
VISHAY INTERTECHNOLOGY INC COM 928298108 9,459 619,448 SH   SOLE   619,448 0 0
VONAGE HLDGS CORP COM 92886T201 29,509 2,933,323 SH   SOLE   2,933,323 0 0
WERNER ENTERPRISES INC COM 950755108 26,969 619,557 SH   SOLE   619,557 0 0
WESTERN ALLIANCE BANCORP COM 957638109 15,357 405,513 SH   SOLE   405,513 0 0
WESTROCK CO COM 96145D105 14,524 513,941 SH   SOLE   510,770 0 3,171
WILLIAMS SONOMA INC COM 969904101 1,270 15,483 SH   SOLE   15,483 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 55,594 282,275 SH   SOLE   280,971 0 1,304
WINTRUST FINL CORP COM 97650W108 15,892 364,330 SH   SOLE   364,330 0 0
WPX ENERGY INC COM 98212B103 10,134 1,588,398 SH   SOLE   1,588,398 0 0
WSFS FINL CORP COM 929328102 7,526 262,223 SH   SOLE   262,223 0 0
XCEL ENERGY INC COM 98389B100 43,507 696,113 SH   SOLE   692,035 0 4,078
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 18,956 74,061 SH   SOLE   74,061 0 0
ZOETIS INC CL A 98978V103 587 4,283 SH   SOLE   4,283 0 0