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 7,333 237,776 SH   SOLE   234,085 0 3,691
ACI WORLDWIDE INC COM COM 004498101 20,533 785,793 SH   SOLE   775,135 0 10,658
AEROJET ROCKETDYNE HLD COM COM 007800105 27,018 677,306 SH   SOLE   668,760 0 8,546
AIR LEASE CORP CL A COM 00912X302 17,420 592,132 SH   SOLE   584,179 0 7,953
ALEXANDER & BALDWIN IN COM COM 014491104 19,791 1,765,475 SH   SOLE   1,741,115 0 24,360
ALLISON TRANSMISSION H COM COM 01973R101 14,314 407,346 SH   SOLE   369,471 0 37,875
AMERCO COM COM 023586100 44,376 124,660 SH   SOLE   118,073 0 6,587
AMERICAN CAMPUS CMNTYS COM COM 024835100 11,648 333,561 SH   SOLE   302,891 0 30,670
AMERICAN FINL GROUP COM 025932104 22,803 340,444 SH   SOLE   313,449 0 26,995
ARAMARK COM 03852U106 17,891 676,404 SH   SOLE   614,891 0 61,513
ASGN INC COM COM 00191U102 19,991 314,525 SH   SOLE   310,107 0 4,418
AVISTA CORP COM COM 05379B107 16,560 485,357 SH   SOLE   441,052 0 44,305
BLOOMIN BRANDS INC COM COM 094235108 18,303 1,198,597 SH   SOLE   1,181,899 0 16,698
BOK FINL CORP COM NEW COM 05561Q201 17,809 345,734 SH   SOLE   318,504 0 27,230
CAMDEN PPTY TR SH BEN INT COM 133131102 17,096 192,134 SH   SOLE   176,594 0 15,540
CARLISLE COS INC COM COM 142339100 15,403 125,870 SH   SOLE   115,817 0 10,053
CARTER INC COM COM 146229109 14,700 169,785 SH   SOLE   167,392 0 2,393
CERNER CORP COM COM 156782104 12,755 176,440 SH   SOLE   159,410 0 17,030
CHANGE HEALTHCARE INC COM COM 15912k100 22,060 1,520,366 SH   SOLE   1,499,575 0 20,791
CITIZENS FINL GRP INC COM COM 174610105 16,541 654,337 SH   SOLE   596,586 0 57,751
CITRIX SYSTEMS COM 177376100 12,192 88,532 SH   SOLE   80,642 0 7,890
COGNIZANT TECH SOLUTNS CL A COM 192446102 22,883 329,632 SH   SOLE   302,997 0 26,635
DENTSPLY SIRONA INC COM COM 24906P109 14,469 330,872 SH   SOLE   302,322 0 28,550
DISCOVERY, INC COM 25470F104 20,035 920,314 SH   SOLE   850,744 0 69,570
EBAY INC COM COM 278642103 19,695 378,018 SH   SOLE   347,823 0 30,195
EMCOR GROUP INC COM 29084Q100 15,147 223,698 SH   SOLE   219,835 0 3,863
ENCOMPASS HEALTH CORP COM COM 29261A100 47,184 726,140 SH   SOLE   690,478 0 35,662
EXTENDED STAY AMER INC SHS 1 C COM 30224P200 28,737 2,404,753 SH   SOLE   2,371,541 0 33,212
FIDELITY NATL FIN INC CL A COM 31620R303 21,110 674,247 SH   SOLE   620,262 0 53,985
FIFTH THIRD BANCORP COM COM 316773100 10,799 506,520 SH   SOLE   462,648 0 43,872
FIRST AMERN FINL CORP COM COM 31847R102 22,215 436,371 SH   SOLE   430,368 0 6,003
FIRST CTZNS BANCSHS NC CL A COM 31946M103 13,237 41,525 SH   SOLE   40,967 0 558
FIRST HAWAIIAN INC COM COM 32051X108 17,444 1,205,585 SH   SOLE   1,188,660 0 16,925
FRONTDOOR INC COM COM 35905A109 10,694 274,823 SH   SOLE   271,167 0 3,656
GENERAL DYNAMICS CORP COM 369550108 12,038 86,961 SH   SOLE   79,366 0 7,595
GENTEX CORP COM COM 371901109 6,386 247,997 SH   SOLE   244,569 0 3,428
GMS INC COM COM 36251C103 17,005 705,607 SH   SOLE   695,571 0 10,036
GRAND CANYON ED INC COM COM 38526M106 21,088 263,804 SH   SOLE   260,068 0 3,736
HUNTINGTON INGALLS IND COM COM 446413106 14,808 105,208 SH   SOLE   96,029 0 9,179
INGREDION INC COM COM 457187102 17,011 224,770 SH   SOLE   206,821 0 17,949
INSPERITY INC COM COM 45778Q107 30,895 474,455 SH   SOLE   465,201 0 9,254
INTERNATIONAL BNCSHRS COM COM 459044103 10,792 411,392 SH   SOLE   407,902 0 3,490
INTERPUBLIC GROUP COM 460690100 19,777 1,186,368 SH   SOLE   1,075,343 0 111,025
ISHARES TR S&P 500 INDEX COM 464287200 887 2,640 SH   SOLE   2,640 0 0
LIFE STORAGE INC COM COM 53223X107 14,791 140,503 SH   SOLE   138,281 0 2,222
LKQ CORP COM COM 501889208 22,724 819,478 SH   SOLE   750,703 0 68,775
LOEWS CORP COM COM 540424108 15,967 459,477 SH   SOLE   417,708 0 41,769
LPL FINL HLDGS INC COM COM 50212V100 14,275 186,187 SH   SOLE   183,671 0 2,516
LUMENTUM HLDGS INC COM COM 55024U109 14,155 188,399 SH   SOLE   171,284 0 17,115
MARCUS & MILLICHAP INC COM COM 566324109 21,134 767,920 SH   SOLE   757,064 0 10,856
MAXAR TECHNOLOGIES INC COM COM 57778K105 14,616 586,061 SH   SOLE   578,031 0 8,030
MAXIMUS INC COM COM 577933104 17,003 248,548 SH   SOLE   245,049 0 3,499
MICROSOFT CORP COM 594918104 306 1,455 SH   SOLE   1,455 0 0
NATIONAL OILWELL VARCO COM COM 637071101 12,738 1,405,946 SH   SOLE   1,279,336 0 126,610
NORTHERN TRUST COM 665859104 13,693 175,614 SH   SOLE   160,862 0 14,752
PIONEER NAT RES COM 723787107 15,538 180,688 SH   SOLE   165,963 0 14,725
PREMIER INC CL A COM 74051N102 28,234 860,024 SH   SOLE   847,808 0 12,216
PROGRESSIVE CORP-OHIO- COM 743315103 13,584 143,489 SH   SOLE   132,899 0 10,590
RAYONIER INC COM COM 754907103 11,112 420,267 SH   SOLE   414,483 0 5,784
RYMAN HOSPITALITY PPTY COM COM 78377T107 15,818 429,819 SH   SOLE   423,834 0 5,985
SENSATA TECHNOLOGIES H SHS COM G8060N102 11,398 264,216 SH   SOLE   240,806 0 23,410
SIGNATURE BK NEW YORK COM COM 82669G104 14,635 176,348 SH   SOLE   162,033 0 14,315
SKYWORKS SOLUTIONS INC COM COM 83088M102 15,024 103,256 SH   SOLE   93,548 0 9,708
SNAP-ON INC COM 833034101 21,007 142,777 SH   SOLE   130,474 0 12,303
SOUTHWEST GAS CORP COM COM 844895102 12,552 198,926 SH   SOLE   196,212 0 2,714
THOR INDS INC COM COM 885160101 21,662 227,392 SH   SOLE   224,196 0 3,196
TRINET GROUP INC COM COM 896288107 15,313 258,134 SH   SOLE   254,509 0 3,625
UGI CORP COM 902681105 19,464 590,183 SH   SOLE   536,973 0 53,210
UNIVERSAL HEALTH COM 913903100 21,876 204,412 SH   SOLE   189,569 0 14,843
VENTAS INC COM COM 92276F100 22,218 529,499 SH   SOLE   486,939 0 42,560
VISTRA ENERGY CORP COM COM 92840M102 21,407 1,135,043 SH   SOLE   1,046,453 0 88,590
WEYERHAEUSER CO COM 962166104 23,113 810,440 SH   SOLE   741,427 0 69,013
WHITE MTNS INS GRP LTD COM COM G9618E107 34,588 44,401 SH   SOLE   42,583 0 1,818
WINTRUST FINL CORP COM COM 97650W108 14,246 356,157 SH   SOLE   351,230 0 4,927
ZIMMER BIOMET HOLDINGS INC COM 98956P102 15,224 111,825 SH   SOLE   101,205 0 10,620