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
1ST SOURCE CORP COM COM 336901103 3,283 81,391 SH   SOLE   79,861 0 1,530
ACI WORLDWIDE INC COM COM 004498101 2,119 76,570 SH   SOLE   73,860 0 2,710
AEROJET ROCKETDYNE HLD COM COM 007800105 27,333 775,845 SH   SOLE   725,250 0 50,595
AIR LEASE CORP CL A COM 00912X302 2,996 99,180 SH   SOLE   97,955 0 1,225
ALEXANDER & BALDWIN IN COM COM 014491104 3,546 192,953 SH   SOLE   190,113 0 2,840
AMERCO COM COM 023586100 29,719 90,575 SH   SOLE   84,040 0 6,535
APACHE CORP COM 037411105 14,837 565,230 SH   SOLE   525,598 0 39,632
ARAMARK COM 03852U106 20,133 694,962 SH   SOLE   639,182 0 55,780
ARCONIC INC COM COM 03965L100 18,584 1,102,235 SH   SOLE   1,013,795 0 88,440
ASTRONICS CORP COM COM 046433108 3,622 118,957 SH   SOLE   114,568 0 4,389
AXALTA COATING SYS LTD COM COM G0750C108 20,404 871,221 SH   SOLE   808,241 0 62,980
BLOOMIN BRANDS INC COM COM 094235108 4,118 230,210 SH   SOLE   221,750 0 8,460
BOK FINL CORP COM NEW COM 05561Q201 22,510 306,973 SH   SOLE   283,944 0 23,029
BORG WARNER INC COM 099724106 18,216 524,342 SH   SOLE   483,211 0 41,131
CARLISLE COS INC COM COM 142339100 14,411 143,367 SH   SOLE   131,674 0 11,693
CARTER INC COM COM 146229109 2,595 31,790 SH   SOLE   30,540 0 1,250
CERNER CORP COM COM 156782104 15,490 295,385 SH   SOLE   271,725 0 23,660
CISION LTD SHS COM G1992S109 3,962 338,650 SH   SOLE   334,505 0 4,145
CITIZENS FINL GRP INC COM COM 174610105 24,820 834,831 SH   SOLE   773,782 0 61,049
COGNIZANT TECH SOLUTNS CL A COM 192446102 23,164 364,899 SH   SOLE   338,829 0 26,070
DISCOVERY, INC COM 25470F104 19,061 770,439 SH   SOLE   719,884 0 50,555
DORMAN PRODUCTS INC COM COM 258278100 3,899 43,310 SH   SOLE   41,665 0 1,645
DXC TECHNOLOGY CO COM COM 23355L106 17,345 326,221 SH   SOLE   299,326 0 26,895
EBAY INC COM COM 278642103 23,580 840,047 SH   SOLE   779,147 0 60,900
ENCOMPASS HEALTH CORP COM COM 29261A100 16,939 274,536 SH   SOLE   257,896 0 16,640
ENTERGY COM 29364G103 10,941 127,123 SH   SOLE   116,725 0 10,398
EQT CORPORATION COM 26884L109 14,950 791,398 SH   SOLE   725,120 0 66,278
EXTENDED STAY AMER INC SHS 1 C COM 30224P200 3,602 232,385 SH   SOLE   222,175 0 10,210
FIFTH THIRD BANCORP COM COM 316773100 13,882 589,951 SH   SOLE   544,743 0 45,208
FIRST CTZNS BANCSHS NC CL A COM 31946M103 3,668 9,729 SH   SOLE   9,352 0 377
FIRST HAWAIIAN INC COM COM 32051X108 2,891 128,435 SH   SOLE   123,435 0 5,000
FRONTDOOR INC COM COM 35905A109 3,532 132,730 SH   SOLE   128,130 0 4,600
GCP APPLIED TECHNOLOGI COM COM 36164Y101 1,339 54,545 SH   SOLE   52,735 0 1,810
GENTEX CORP COM COM 371901109 4,136 204,665 SH   SOLE   199,290 0 5,375
GENTHERM INC COM COM 37253A103 1,254 31,360 SH   SOLE   30,225 0 1,135
GMS INC COM COM 36251C103 2,858 192,335 SH   SOLE   189,590 0 2,745
GRAFTECH INTL LTD COM COM 384313508 2,490 217,640 SH   SOLE   214,875 0 2,765
INGREDION INC COM COM 457187102 25,176 275,444 SH   SOLE   254,419 0 21,025
INSPERITY INC COM COM 45778Q107 3,325 35,620 SH   SOLE   34,495 0 1,125
INTERNATIONAL BNCSHRS COM COM 459044103 2,711 78,820 SH   SOLE   77,885 0 935
INTERPUBLIC GROUP COM 460690100 21,273 1,031,168 SH   SOLE   946,228 0 84,940
INVESCO LTD COM G491BT108 20,013 1,195,492 SH   SOLE   1,106,425 0 89,067
ISHARES TR RUSSELL 2000 COM 464287655 8,007 59,797 SH   SOLE   53,622 0 6,175
ISHARES TR RUSSELL MCP VL COM 464287473 16,090 210,740 SH   SOLE   208,290 0 2,450
ISHARES TR S&P 500 INDEX COM 464287200 740 2,940 SH   SOLE   2,940 0 0
KAR AUCTION SVCS INC COM COM 48238T109 14,968 313,663 SH   SOLE   294,738 0 18,925
LIFE STORAGE INC COM COM 53223X107 1,498 16,105 SH   SOLE   15,495 0 610
LKQ CORP COM COM 501889208 19,832 835,717 SH   SOLE   769,277 0 66,440
LOEWS CORP COM COM 540424108 12,472 273,990 SH   SOLE   249,091 0 24,899
MARCUS & MILLICHAP INC COM COM 566324109 3,891 113,330 SH   SOLE   109,230 0 4,100
MASCO COM 574599106 23,772 812,982 SH   SOLE   743,592 0 69,390
MEDICAL PPTYS TR INC COM COM 58463J304 1,970 122,535 SH   SOLE   117,790 0 4,745
MICHAELS STORES INC COM COM 59408Q106 22,443 1,657,567 SH   SOLE   1,546,807 0 110,760
NATIONAL OILWELL VARCO COM COM 637071101 7,402 288,021 SH   SOLE   264,431 0 23,590
NEWFIELD EXPLORATION C COM 651290108 15,202 1,036,995 SH   SOLE   950,740 0 86,255
NEXEO SOLUTIONS INC COM SHS COM 65342H102 3,242 377,385 SH   SOLE   366,460 0 10,925
NISOURCE INC COM 65473P105 8,574 338,244 SH   SOLE   309,409 0 28,835
NORTHERN TRUST COM 665859104 16,447 196,755 SH   SOLE   180,778 0 15,977
PREMIER INC CL A COM 74051N102 3,665 98,120 SH   SOLE   95,350 0 2,770
RYMAN HOSPITALITY PPTY COM COM 78377T107 12,693 190,324 SH   SOLE   176,862 0 13,462
SIGNATURE BK NEW YORK COM COM 82669G104 13,239 128,776 SH   SOLE   118,791 0 9,985
SNAP-ON INC COM 833034101 25,287 174,048 SH   SOLE   161,535 0 12,513
STERICYCLE INC COM 858912108 18,380 500,966 SH   SOLE   459,651 0 41,315
STORE CAP CORP COM COM 862121100 14,498 512,124 SH   SOLE   478,484 0 33,640
THOR INDS INC COM COM 885160101 19,579 376,510 SH   SOLE   350,450 0 26,060
TRINET GROUP INC COM COM 896288107 3,808 90,780 SH   SOLE   87,170 0 3,610
TRUEBLUE INC COM COM 89785X101 1,968 88,465 SH   SOLE   84,870 0 3,595
UGI CORP COM 902681105 15,318 287,123 SH   SOLE   263,353 0 23,770
UNIFIRST CORP MASS COM COM 904708104 1,418 9,914 SH   SOLE   9,503 0 411
UNIVERSAL HEALTH COM 913903100 21,350 183,168 SH   SOLE   170,148 0 13,020
VECTOR GROUP LTD COM COM 92240M108 1,081 111,057 SH   SOLE   107,350 0 3,707
VENTAS INC COM COM 92276F100 16,210 276,664 SH   SOLE   256,584 0 20,080
VIAD CORP NEW COM 92552R406 2,348 46,885 SH   SOLE   45,125 0 1,760
VISTRA ENERGY CORP COM COM 92840M102 17,210 751,862 SH   SOLE   700,542 0 51,320
WEYERHAEUSER CO COM 962166104 21,068 963,752 SH   SOLE   893,132 0 70,620
WHITE MTNS INS GRP LTD COM COM G9618E107 34,518 40,245 SH   SOLE   37,422 0 2,823
ZAYO GROUP HLDGS INC COM COM 98919V105 20,998 919,365 SH   SOLE   843,025 0 76,340
ZIMMER BIOMET HOLDINGS INC COM 98956P102 696 6,707 SH   SOLE   6,057 0 650