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 6,174 96,079 SH   SOLE   96,079 0 0
ABBOTT LABS COM 002824100 23,271 278,128 SH   SOLE   265,253 0 12,875
ACADIA HEALTHCARE COMPANY IN COM 00404A109 11,783 379,104 SH   SOLE   379,104 0 0
ACUITY BRANDS INC COM 00508Y102 22,610 167,742 SH   SOLE   167,742 0 0
ADOBE INC COM 00724F101 20,826 75,391 SH   SOLE   71,726 0 3,665
ADTALEM GLOBAL ED INC COM 00737L103 33,210 871,885 SH   SOLE   871,885 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 26,995 534,450 SH   SOLE   534,450 0 0
AGREE REALTY CORP COM 008492100 2,929 40,038 SH   SOLE   40,038 0 0
AIR LEASE CORP CL A 00912X302 1,924 45,996 SH   SOLE   45,996 0 0
AIR PRODS & CHEMS INC COM 009158106 51,479 232,033 SH   SOLE   229,090 0 2,943
AIR TRANSPORT SERVICES GRP I COM 00922R105 7,202 342,622 SH   SOLE   342,622 0 0
AIRCASTLE LTD COM G0129K104 43,071 1,920,245 SH   SOLE   1,920,245 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 20,438 132,682 SH   SOLE   132,130 0 552
ALLEGHANY CORP DEL COM 017175100 38,977 48,858 SH   SOLE   48,858 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 23,664 1,168,607 SH   SOLE   1,168,607 0 0
ALLETE INC COM NEW 018522300 20,641 236,135 SH   SOLE   236,135 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 12,557 1,143,584 SH   SOLE   1,143,584 0 0
ALLSTATE CORP COM 020002101 33,625 309,396 SH   SOLE   308,146 0 1,250
ALPHABET INC CAP STK CL A 02079K305 80,904 66,253 SH   SOLE   64,349 0 1,904
ALPHABET INC CAP STK CL C 02079K107 244 200 SH   SOLE   76 0 124
ALTRA INDL MOTION CORP COM 02208R106 26,366 952,015 SH   SOLE   952,015 0 0
AMAZON COM INC COM 023135106 51,570 29,708 SH   SOLE   28,285 0 1,423
AMEDISYS INC COM 023436108 40,866 311,934 SH   SOLE   311,934 0 0
AMEREN CORP COM 023608102 20,958 261,801 SH   SOLE   249,924 0 11,877
AMERICAN ELEC PWR CO INC COM 025537101 62,065 662,445 SH   SOLE   659,539 0 2,906
AMERICAN EXPRESS CO COM 025816109 48,524 410,245 SH   SOLE   401,413 0 8,832
AMERICAN TOWER CORP NEW COM 03027X100 15,554 70,341 SH   SOLE   66,958 0 3,383
AMERICAN WOODMARK CORPORATIO COM 030506109 28,090 315,935 SH   SOLE   315,935 0 0
AMERICOLD RLTY TR COM 03064D108 2,168 58,480 SH   SOLE   58,480 0 0
AMGEN INC COM 031162100 319 1,650 SH   SOLE   1,650 0 0
AMICUS THERAPEUTICS INC COM 03152W109 12,177 1,518,340 SH   SOLE   1,518,340 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 27,631 480,044 SH   SOLE   480,044 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 6,887 347,307 SH   SOLE   347,307 0 0
ANGIODYNAMICS INC COM 03475V101 1,795 97,472 SH   SOLE   97,472 0 0
APPLE INC COM 037833100 48,824 217,992 SH   SOLE   207,712 0 10,280
ARAMARK COM 03852U106 36,302 833,003 SH   SOLE   833,003 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 15,911 226,518 SH   SOLE   226,518 0 0
ARMADA HOFFLER PPTYS INC COM 04208T108 13,553 749,175 PRN   SOLE   749,175 0 0
ASTRONICS CORP COM 046433108 2,834 96,469 SH   SOLE   96,469 0 0
AT&T INC COM 00206R102 91,080 2,406,973 SH   SOLE   2,391,778 0 15,195
AUTOZONE INC COM 053332102 13,194 12,165 SH   SOLE   11,649 0 516
AVALONBAY CMNTYS INC COM 053484101 41,549 192,954 SH   SOLE   188,847 0 4,107
AVANOS MED INC COM 05350V106 616 16,448 SH   SOLE   16,448 0 0
BANK AMER CORP COM 060505104 133,434 4,574,372 SH   SOLE   4,513,838 0 60,534
BANK NEW YORK MELLON CORP COM 064058100 455 10,055 SH   SOLE   10,055 0 0
BELDEN INC COM 077454106 2,497 46,810 SH   SOLE   46,810 0 0
BENEFITFOCUS INC COM 08180D106 7,823 328,579 SH   SOLE   328,579 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,982 182,587 SH   SOLE   181,853 0 734
BEST BUY INC COM 086516101 14,101 204,390 SH   SOLE   194,744 0 9,646
BIOGEN INC COM 09062X103 36,280 155,832 SH   SOLE   153,052 0 2,780
BIOTELEMETRY INC COM 090672106 23,567 578,617 SH   SOLE   578,617 0 0
BJS RESTAURANTS INC COM 09180C106 26,083 671,560 SH   SOLE   671,560 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 37,273 1,440,790 SH   SOLE   1,440,790 0 0
BLACK HILLS CORP COM 092113109 43,693 569,439 SH   SOLE   569,439 0 0
BLOOMIN BRANDS INC COM 094235108 39,099 2,065,464 SH   SOLE   2,065,464 0 0
BLUCORA INC COM 095229100 23,735 1,096,827 SH   SOLE   1,096,827 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 7,495 102,017 SH   SOLE   102,017 0 0
BOEING CO COM 097023105 17,371 45,654 SH   SOLE   43,352 0 2,302
BORGWARNER INC COM 099724106 13,997 381,580 SH   SOLE   379,852 0 1,728
BOSTON PROPERTIES INC COM 101121101 53,166 410,036 SH   SOLE   404,164 0 5,872
BOTTOMLINE TECH DEL INC COM 101388106 28,351 720,472 SH   SOLE   720,472 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 9,490 957,589 SH   SOLE   957,589 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 534 10,521 SH   SOLE   10,521 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 2,038 100,453 SH   SOLE   100,453 0 0
BROADCOM INC COM 11135F101 70,800 256,454 SH   SOLE   252,189 0 4,265
CACI INTL INC CL A 127190304 5,581 24,135 SH   SOLE   24,135 0 0
CADENCE BANCORPORATION CL A 12739A100 3,688 210,239 SH   SOLE   210,239 0 0
CALLAWAY GOLF CO COM 131193104 9,291 478,668 SH   SOLE   478,668 0 0
CAMDEN NATL CORP COM 133034108 2,501 57,732 SH   SOLE   57,732 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 13,789 415,843 SH   SOLE   415,843 0 0
CARDTRONICS PLC SHS CL A G1991C105 32,776 1,083,847 SH   SOLE   1,083,847 0 0
CATERPILLAR INC DEL COM 149123101 35,751 283,038 SH   SOLE   281,789 0 1,249
CATHAY GEN BANCORP COM 149150104 11,515 331,501 SH   SOLE   331,501 0 0
CDW CORP COM 12514G108 28,046 227,572 SH   SOLE   227,572 0 0
CENTERSTATE BK CORP COM 15201P109 10,719 446,912 SH   SOLE   446,912 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 3,377 121,794 SH   SOLE   121,794 0 0
CF INDS HLDGS INC COM 125269100 30,509 620,093 SH   SOLE   611,248 0 8,845
CHARLES RIV LABS INTL INC COM 159864107 24,910 188,188 SH   SOLE   188,188 0 0
CHEGG INC COM 163092109 1,298 43,347 SH   SOLE   43,347 0 0
CHEVRON CORP NEW COM 166764100 80,741 680,788 SH   SOLE   675,607 0 5,181
CHILDRENS PL INC COM 168905107 21,088 273,911 SH   SOLE   273,911 0 0
CIENA CORP COM NEW 171779309 23,657 603,025 SH   SOLE   603,025 0 0
CIGNA CORP NEW COM 125523100 40,213 264,926 SH   SOLE   259,951 0 4,975
CISCO SYS INC COM 17275R102 74,855 1,514,983 SH   SOLE   1,485,969 0 29,014
CLOUDERA INC COM 18914U100 800 90,296 SH   SOLE   90,296 0 0
CMS ENERGY CORP COM 125896100 19,820 309,926 SH   SOLE   309,926 0 0
COMCAST CORP NEW CL A 20030N101 103,808 2,302,738 SH   SOLE   2,263,981 0 38,757
COMMERCIAL METALS CO COM 201723103 7,358 423,370 SH   SOLE   423,370 0 0
COMMVAULT SYSTEMS INC COM 204166102 22,748 508,786 SH   SOLE   508,786 0 0
CONNS INC COM 208242107 2,006 80,674 SH   SOLE   80,674 0 0
CONOCOPHILLIPS COM 20825C104 58,262 1,022,493 SH   SOLE   1,005,136 0 17,357
COOPER COS INC COM NEW 216648402 33,071 111,350 SH   SOLE   111,350 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 27,498 501,598 SH   SOLE   501,598 0 0
CSG SYS INTL INC COM 126349109 6,131 118,638 SH   SOLE   118,638 0 0
DANAHER CORPORATION COM 235851102 32,287 223,549 SH   SOLE   222,658 0 891
DEERE & CO COM 244199105 721 4,276 SH   SOLE   4,276 0 0
DEL TACO RESTAURANTS INC COM 245496104 7,956 778,062 SH   SOLE   778,062 0 0
DELEK US HLDGS INC NEW COM 24665A103 2,414 66,495 SH   SOLE   66,495 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 63,480 1,102,092 SH   SOLE   1,085,357 0 16,735
DELUXE CORP COM 248019101 38,705 787,335 SH   SOLE   787,335 0 0
DESIGNER BRANDS INC CL A 250565108 5,202 303,838 SH   SOLE   303,838 0 0
DIAMONDBACK ENERGY INC COM 25278X109 66,262 736,979 SH   SOLE   735,171 0 1,808
DINE BRANDS GLOBAL INC COM 254423106 30,996 408,590 SH   SOLE   408,590 0 0
DISCOVER FINL SVCS COM 254709108 47,660 587,735 SH   SOLE   584,646 0 3,089
DISCOVERY INC COM SER A 25470F104 57,725 2,167,668 SH   SOLE   2,134,253 0 33,415
DISNEY WALT CO COM DISNEY 254687106 42,020 322,439 SH   SOLE   319,698 0 2,741
DOUGLAS EMMETT INC COM 25960P109 24,868 580,624 SH   SOLE   580,624 0 0
DTE ENERGY CO COM 233331107 76,578 575,944 SH   SOLE   567,033 0 8,911
DXC TECHNOLOGY CO COM 23355L106 4,677 158,548 SH   SOLE   151,685 0 6,863
E TRADE FINANCIAL CORP COM NEW 269246401 41,945 960,048 SH   SOLE   945,600 0 14,448
EAST WEST BANCORP INC COM 27579R104 1,165 26,299 SH   SOLE   26,299 0 0
EBAY INC COM 278642103 500 12,828 SH   SOLE   12,828 0 0
EDGEWELL PERS CARE CO COM 28035Q102 12,536 385,843 SH   SOLE   385,843 0 0
EMCOR GROUP INC COM 29084Q100 21,444 249,004 SH   SOLE   249,004 0 0
ENCOMPASS HEALTH CORP COM 29261A100 19,361 305,960 SH   SOLE   305,960 0 0
ENERSYS COM 29275Y102 10,022 151,988 SH   SOLE   151,988 0 0
ENPRO INDS INC COM 29355X107 21,405 311,795 SH   SOLE   311,795 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 10,826 265,664 SH   SOLE   265,664 0 0
EOG RES INC COM 26875P101 50,505 680,473 SH   SOLE   670,077 0 10,397
EQUITY LIFESTYLE PPTYS INC COM 29472R108 44,311 331,667 SH   SOLE   331,038 0 629
ESPERION THERAPEUTICS INC NE COM 29664W105 596 16,247 SH   SOLE   16,247 0 0
ESSENT GROUP LTD COM G3198U102 37,692 790,687 PRN   SOLE   790,687 0 0
EURONET WORLDWIDE INC COM 298736109 32,732 223,730 SH   SOLE   223,730 0 0
EVEREST RE GROUP LTD COM G3223R108 41,768 156,969 SH   SOLE   156,969 0 0
EXPEDIA GROUP INC COM NEW 30212P303 14,853 110,503 SH   SOLE   105,497 0 5,006
EXTERRAN CORP COM 30227H106 1,381 105,724 SH   SOLE   105,724 0 0
EXXON MOBIL CORP COM 30231G102 217 3,084 SH   SOLE   876 0 2,208
FACEBOOK INC CL A 30303M102 36,489 204,900 SH   SOLE   195,315 0 9,585
FIBROGEN INC COM 31572Q808 5,357 144,867 SH   SOLE   144,867 0 0
FIRST BANCORP N C COM 318910106 3,537 98,526 SH   SOLE   98,526 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 22,295 563,585 SH   SOLE   563,585 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 4,003 99,486 SH   SOLE   99,486 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 10,328 530,163 SH   SOLE   530,163 0 0
FOOT LOCKER INC COM 344849104 7,587 175,785 SH   SOLE   168,248 0 7,537
GENERAC HLDGS INC COM 368736104 41,854 534,255 SH   SOLE   534,255 0 0
GENERAL MLS INC COM 370334104 13,749 249,453 SH   SOLE   236,991 0 12,462
G-III APPAREL GROUP LTD COM 36237H101 18,358 712,389 SH   SOLE   712,389 0 0
GILEAD SCIENCES INC COM 375558103 44,223 697,747 SH   SOLE   686,680 0 11,067
GLACIER BANCORP INC NEW COM 37637Q105 28,858 713,242 SH   SOLE   713,242 0 0
GLU MOBILE INC COM 379890106 6,964 1,395,611 SH   SOLE   1,395,611 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 26,101 1,769,546 SH   SOLE   1,769,546 0 0
GREEN DOT CORP CL A 39304D102 17,841 706,589 SH   SOLE   706,589 0 0
HANOVER INS GROUP INC COM 410867105 37,201 274,468 SH   SOLE   274,468 0 0
HARSCO CORP COM 415864107 25,601 1,350,278 SH   SOLE   1,350,278 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 69,341 1,144,052 SH   SOLE   1,127,839 0 16,213
HELEN OF TROY CORP LTD COM G4388N106 33,742 214,016 SH   SOLE   214,016 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 25,460 3,158,762 SH   SOLE   3,158,762 0 0
HELMERICH & PAYNE INC COM 423452101 17,010 424,501 SH   SOLE   424,501 0 0
HERON THERAPEUTICS INC COM 427746102 769 41,592 SH   SOLE   41,592 0 0
HIGHWOODS PPTYS INC COM 431284108 36,471 811,548 SH   SOLE   808,857 0 2,691
HILL ROM HLDGS INC COM 431475102 74,817 710,986 SH   SOLE   709,401 0 1,585
HILLTOP HOLDINGS INC COM 432748101 3,737 156,439 SH   SOLE   156,439 0 0
HOME BANCSHARES INC COM 436893200 9,962 530,052 SH   SOLE   530,052 0 0
HOME DEPOT INC COM 437076102 294 1,269 SH   SOLE   506 0 763
HONEYWELL INTL INC COM 438516106 54,719 323,397 SH   SOLE   317,222 0 6,175
HORACE MANN EDUCATORS CORP N COM 440327104 31,046 670,103 SH   SOLE   670,103 0 0
HORIZON BANCORP INC COM 440407104 2,546 146,672 SH   SOLE   146,672 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 50,959 1,871,412 SH   SOLE   1,871,412 0 0
HOSTESS BRANDS INC CL A 44109J106 30,880 2,208,063 SH   SOLE   2,208,063 0 0
HUBBELL INC COM 443510607 16,340 124,354 SH   SOLE   124,354 0 0
HUDSON PAC PPTYS INC COM 444097109 21,366 638,557 SH   SOLE   638,557 0 0
HUNTSMAN CORP COM 447011107 44,307 1,904,846 SH   SOLE   1,876,940 0 27,906
IBERIABANK CORP COM 450828108 46,242 612,152 SH   SOLE   612,152 0 0
ICF INTL INC COM 44925C103 43,552 515,593 SH   SOLE   515,593 0 0
INGERSOLL-RAND PLC SHS G47791101 46,500 377,406 SH   SOLE   370,351 0 7,055
INSIGHT ENTERPRISES INC COM 45765U103 3,663 65,777 SH   SOLE   65,777 0 0
INSPERITY INC COM 45778Q107 34,028 345,038 SH   SOLE   345,038 0 0
INTEL CORP COM 458140100 47,294 917,792 SH   SOLE   899,700 0 18,092
INTERCONTINENTAL EXCHANGE IN COM 45866F104 41,872 453,800 SH   SOLE   451,872 0 1,928
INVESCO MORTGAGE CAPITAL INC COM 46131B100 12,535 818,748 SH   SOLE   818,748 0 0
INVESTORS BANCORP INC NEW COM 46146L101 13,822 1,216,695 SH   SOLE   1,216,695 0 0
IONIS PHARMACEUTICALS INC COM 462222100 14,799 247,022 SH   SOLE   247,022 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 1,039 14,017 SH   SOLE   14,017 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 3,094 24,120 SH   SOLE   24,099 0 21
ISHARES TR RUS 2000 VAL ETF 464287630 237 1,987 SH   SOLE   1,987 0 0
ITT INC COM 45073V108 24,497 400,338 SH   SOLE   400,338 0 0
J & J SNACK FOODS CORP COM 466032109 8,537 44,463 SH   SOLE   44,463 0 0
J2 GLOBAL INC COM 48123V102 40,854 449,836 SH   SOLE   449,836 0 0
JACOBS ENGR GROUP INC COM 469814107 26,601 290,722 SH   SOLE   290,722 0 0
JAGGED PEAK ENERGY INC COM 47009K107 2,177 299,814 SH   SOLE   299,814 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 28,732 224,226 SH   SOLE   224,226 0 0
JETBLUE AWYS CORP COM 477143101 1,078 64,371 SH   SOLE   64,371 0 0
JPMORGAN CHASE & CO COM 46625H100 165,695 1,407,888 SH   SOLE   1,387,221 0 20,667
KAISER ALUMINUM CORP COM PAR $0.01 483007704 29,462 297,689 SH   SOLE   297,689 0 0
KB HOME COM 48666K109 33,682 990,653 SH   SOLE   990,653 0 0
KIMBERLY CLARK CORP COM 494368103 44,604 314,002 SH   SOLE   308,429 0 5,573
KIRBY CORP COM 497266106 18,102 220,329 SH   SOLE   220,329 0 0
KNOWLES CORP COM 49926D109 3,596 176,799 SH   SOLE   176,799 0 0
KOHLS CORP COM 500255104 839 16,900 SH   SOLE   16,900 0 0
KRATON CORPORATION COM 50077C106 27,519 852,241 SH   SOLE   852,241 0 0
KROGER CO COM 501044101 14,140 548,504 SH   SOLE   525,122 0 23,381
LABORATORY CORP AMER HLDGS COM NEW 50540R409 592 3,521 SH   SOLE   3,521 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 36,306 443,137 SH   SOLE   443,137 0 0
LAMB WESTON HLDGS INC COM 513272104 32,766 450,573 SH   SOLE   450,573 0 0
LEAR CORP COM NEW 521865204 1,395 11,831 SH   SOLE   11,831 0 0
LHC GROUP INC COM 50187A107 38,066 335,206 SH   SOLE   335,206 0 0
LIFE STORAGE INC COM 53223X107 26,207 248,623 SH   SOLE   248,623 0 0
LILLY ELI & CO COM 532457108 48,519 433,863 SH   SOLE   424,591 0 9,272
LITHIA MTRS INC CL A 536797103 29,558 223,278 SH   SOLE   223,278 0 0
LIVANOVA PLC SHS G5509L101 29,921 405,492 SH   SOLE   405,492 0 0
LIVERAMP HLDGS INC COM 53815P108 42,055 978,925 SH   SOLE   978,925 0 0
LOCKHEED MARTIN CORP COM 539830109 34,217 87,724 SH   SOLE   87,334 0 390
LOGMEIN INC COM 54142L109 16,360 230,558 SH   SOLE   230,558 0 0
LULULEMON ATHLETICA INC COM 550021109 238 1,238 SH   SOLE   1,238 0 0
MADDEN STEVEN LTD COM 556269108 27,223 760,637 SH   SOLE   760,637 0 0
MAGELLAN HEALTH INC COM NEW 559079207 7,565 121,817 SH   SOLE   121,817 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 13,709 1,235,090 SH   SOLE   1,235,090 0 0
MARATHON PETE CORP COM 56585A102 62,923 1,035,772 SH   SOLE   1,021,885 0 13,887
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 14,531 140,251 SH   SOLE   140,251 0 0
MASONITE INTL CORP NEW COM 575385109 779 13,434 SH   SOLE   13,434 0 0
MASTEC INC COM 576323109 50,546 778,465 SH   SOLE   778,465 0 0
MATADOR RES CO COM 576485205 491 29,677 SH   SOLE   29,677 0 0
MAXLINEAR INC COM 57776J100 584 26,073 SH   SOLE   26,073 0 0
MEDTRONIC PLC SHS G5960L103 107,468 989,386 SH   SOLE   974,932 0 14,454
MERCK & CO INC COM 58933Y105 72,676 863,342 SH   SOLE   845,413 0 17,929
MERIT MED SYS INC COM 589889104 30,529 1,002,265 SH   SOLE   1,002,265 0 0
MFA FINL INC COM 55272X102 6,800 923,901 SH   SOLE   923,901 0 0
MICROSOFT CORP COM 594918104 99,733 717,349 SH   SOLE   691,362 0 25,987
MID AMER APT CMNTYS INC COM 59522J103 15,709 120,831 SH   SOLE   120,831 0 0
MKS INSTRUMENT INC COM 55306N104 16,407 177,795 SH   SOLE   177,795 0 0
MONDELEZ INTL INC CL A 609207105 64,447 1,164,983 SH   SOLE   1,145,671 0 19,312
MYR GROUP INC DEL COM 55405W104 2,983 95,344 SH   SOLE   95,344 0 0
MYRIAD GENETICS INC COM 62855J104 27,082 945,918 SH   SOLE   945,918 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 13,421 402,194 SH   SOLE   402,194 0 0
NETGEAR INC COM 64111Q104 25,594 794,346 SH   SOLE   794,346 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 21,479 238,364 SH   SOLE   238,364 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 16,341 349,467 SH   SOLE   349,467 0 0
NORTHROP GRUMMAN CORP COM 666807102 68,562 182,936 SH   SOLE   180,382 0 2,554
NUANCE COMMUNICATIONS INC COM 67020Y100 18,939 1,161,174 SH   SOLE   1,161,174 0 0
NUCOR CORP COM 670346105 245 4,808 SH   SOLE   4,808 0 0
NUVASIVE INC COM 670704105 10,235 161,484 SH   SOLE   161,484 0 0
NXP SEMICONDUCTORS N V COM N6596X109 13,721 125,744 SH   SOLE   120,414 0 5,330
OLD NATL BANCORP IND COM 680033107 13,031 757,370 SH   SOLE   757,370 0 0
OLD REP INTL CORP COM 680223104 38,441 1,630,927 SH   SOLE   1,630,927 0 0
OLD SECOND BANCORP INC ILL COM 680277100 2,138 174,960 SH   SOLE   174,960 0 0
ON SEMICONDUCTOR CORP COM 682189105 37,616 1,958,167 SH   SOLE   1,949,352 0 8,815
OPTION CARE HEALTH INC COM 68404L102 18,967 5,927,343 SH   SOLE   5,927,343 0 0
ORACLE CORP COM 68389X105 28,192 512,298 SH   SOLE   509,253 0 3,045
ORTHOFIX MED INC COM 68752M108 14,062 265,230 SH   SOLE   265,230 0 0
OSI SYSTEMS INC COM 671044105 6,094 60,004 SH   SOLE   60,004 0 0
OWENS CORNING NEW COM 690742101 26,582 420,609 SH   SOLE   418,734 0 1,875
PACIFIC PREMIER BANCORP COM 69478X105 648 20,779 SH   SOLE   20,779 0 0
PACWEST BANCORP DEL COM 695263103 23,673 651,423 SH   SOLE   651,423 0 0
PARKER HANNIFIN CORP COM 701094104 284 1,573 SH   SOLE   1,338 0 235
PDC ENERGY INC COM 69327R101 9,750 351,355 SH   SOLE   351,355 0 0
PEPSICO INC COM 713448108 59,482 433,858 SH   SOLE   431,515 0 2,343
PERFICIENT INC COM 71375U101 12,227 316,933 SH   SOLE   316,933 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 44,641 970,253 SH   SOLE   970,253 0 0
PETIQ INC COM CL A 71639T106 549 20,122 SH   SOLE   20,122 0 0
PFIZER INC COM 717081103 44,984 1,251,995 SH   SOLE   1,243,357 0 8,638
PHILLIPS 66 COM 718546104 52,924 516,837 SH   SOLE   508,360 0 8,477
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 36,999 1,771,998 SH   SOLE   1,771,998 0 0
POLARIS INC COM 731068102 9,248 105,081 SH   SOLE   99,993 0 5,088
POLYONE CORP COM 73179P106 23,127 708,328 SH   SOLE   708,328 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 39,864 707,193 SH   SOLE   707,193 0 0
POST HLDGS INC COM 737446104 15,723 148,558 SH   SOLE   148,558 0 0
POTLATCHDELTIC CORPORATION COM 737630103 10,043 244,439 SH   SOLE   244,439 0 0
PRA HEALTH SCIENCES INC COM 69354M108 22,579 227,543 SH   SOLE   227,543 0 0
PRICE T ROWE GROUP INC COM 74144T108 13,318 116,563 SH   SOLE   110,899 0 5,664
PROCTER & GAMBLE CO COM 742718109 135,038 1,085,686 SH   SOLE   1,070,027 0 15,659
PROLOGIS INC COM 74340W103 46,228 542,445 SH   SOLE   540,123 0 2,322
PRUDENTIAL FINL INC COM 744320102 75,073 834,611 SH   SOLE   821,981 0 12,630
PS BUSINESS PKS INC CALIF COM 69360J107 37,946 208,551 SH   SOLE   208,551 0 0
PTC THERAPEUTICS INC COM 69366J200 647 19,140 SH   SOLE   19,140 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 587 9,445 SH   SOLE   8,881 0 564
PULTE GROUP INC COM 745867101 16,330 446,807 SH   SOLE   425,562 0 21,245
PVH CORP COM 693656100 31,164 353,214 SH   SOLE   351,637 0 1,577
QCR HOLDINGS INC COM 74727A104 2,186 57,552 SH   SOLE   57,552 0 0
QUALYS INC COM 74758T303 25,110 332,272 SH   SOLE   332,272 0 0
QUANTA SVCS INC COM 74762E102 83,258 2,202,568 SH   SOLE   2,183,265 0 19,303
QUIDEL CORP COM 74838J101 28,529 465,028 SH   SOLE   465,028 0 0
RADIAN GROUP INC COM 750236101 41,422 1,813,577 SH   SOLE   1,813,577 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 1,200 14,557 SH   SOLE   14,557 0 0
RAYTHEON CO COM NEW 755111507 16,587 84,547 SH   SOLE   80,476 0 4,071
REALPAGE INC COM 75606N109 31,120 495,073 SH   SOLE   495,073 0 0
REVANCE THERAPEUTICS INC COM 761330109 456 35,057 SH   SOLE   35,057 0 0
REXNORD CORP NEW COM 76169B102 26,505 979,860 SH   SOLE   979,860 0 0
RH COM 74967X103 33,385 195,429 SH   SOLE   195,429 0 0
ROGERS CORP COM 775133101 20,863 152,605 SH   SOLE   152,605 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 61,714 569,682 SH   SOLE   562,722 0 6,960
RYDER SYS INC COM 783549108 15,986 308,782 SH   SOLE   308,782 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 46,224 565,016 SH   SOLE   565,016 0 0
SAIA INC COM 78709Y105 12,593 134,394 SH   SOLE   134,394 0 0
SANDY SPRING BANCORP INC COM 800363103 3,264 96,834 SH   SOLE   96,834 0 0
SANMINA CORPORATION COM 801056102 5,775 179,844 SH   SOLE   179,844 0 0
SEAWORLD ENTMT INC COM 81282V100 31,609 1,200,963 SH   SOLE   1,200,963 0 0
SERVICE CORP INTL COM 817565104 39,644 829,202 SH   SOLE   829,202 0 0
SHAKE SHACK INC CL A 819047101 1,055 10,766 SH   SOLE   10,766 0 0
SILICON LABORATORIES INC COM 826919102 42,906 385,326 SH   SOLE   385,326 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 11,966 480,547 SH   SOLE   480,547 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 35,744 836,315 SH   SOLE   836,315 0 0
SKYWEST INC COM 830879102 42,783 745,346 SH   SOLE   745,346 0 0
SLEEP NUMBER CORP COM 83125X103 31,011 750,502 SH   SOLE   750,502 0 0
SONOCO PRODS CO COM 835495102 27,934 479,877 SH   SOLE   479,877 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 19,808 217,575 SH   SOLE   217,575 0 0
SP PLUS CORP COM 78469C103 11,846 320,174 SH   SOLE   320,174 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 713 2,402 SH   SOLE   2,402 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 18,457 224,428 SH   SOLE   224,428 0 0
SPS COMMERCE INC COM 78463M107 38,997 828,485 SH   SOLE   828,485 0 0
SPX CORP COM 784635104 35,975 899,155 SH   SOLE   899,155 0 0
STATE STR CORP COM 857477103 38,859 656,506 SH   SOLE   653,631 0 2,875
STERIS PLC SHS USD G8473T100 618 4,274 SH   SOLE   4,274 0 0
STIFEL FINL CORP COM 860630102 4,289 74,755 SH   SOLE   74,755 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 11,621 845,755 SH   SOLE   845,755 0 0
SUNTRUST BKS INC COM 867914103 45,572 662,383 SH   SOLE   659,395 0 2,988
SUPERNUS PHARMACEUTICALS INC COM 868459108 21,186 770,962 SH   SOLE   770,962 0 0
SYNEOS HEALTH INC CL A 87166B102 41,469 779,355 SH   SOLE   779,355 0 0
SYNOPSYS INC COM 871607107 31,774 231,508 SH   SOLE   230,567 0 941
TCF FINANCIAL CORPORATION NE COM 872307103 31,245 820,727 SH   SOLE   820,727 0 0
TELEFLEX INC COM 879369106 21,271 62,607 SH   SOLE   62,607 0 0
TETRA TECH INC NEW COM 88162G103 1,284 14,798 SH   SOLE   14,798 0 0
TEXTRON INC COM 883203101 33,500 684,230 SH   SOLE   673,399 0 10,831
THE CHARLES SCHWAB CORPORATI COM 808513105 43,435 1,038,354 SH   SOLE   1,022,513 0 15,841
THERMO FISHER SCIENTIFIC INC COM 883556102 64,951 222,991 SH   SOLE   218,578 0 4,413
TRAVELERS COMPANIES INC COM 89417E109 32,035 215,446 SH   SOLE   213,716 0 1,730
TRIMAS CORP COM NEW 896215209 5,297 172,835 SH   SOLE   172,835 0 0
TRINSEO S A SHS L9340P101 3,291 76,629 SH   SOLE   76,629 0 0
TYSON FOODS INC CL A 902494103 43,940 510,095 SH   SOLE   501,491 0 8,604
U S CONCRETE INC COM NEW 90333L201 30,516 552,018 SH   SOLE   552,018 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 4,603 107,590 SH   SOLE   107,590 0 0
UMPQUA HLDGS CORP COM 904214103 1,168 70,958 SH   SOLE   70,958 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 12,604 444,585 SH   SOLE   444,585 0 0
UNITEDHEALTH GROUP INC COM 91324P102 42,917 197,484 SH   SOLE   192,265 0 5,219
UNIVERSAL FST PRODS INC COM 913543104 12,710 318,712 SH   SOLE   318,712 0 0
US ECOLOGY INC COM 91732J102 28,266 442,072 SH   SOLE   442,072 0 0
VANDA PHARMACEUTICALS INC COM 921659108 6,147 462,908 SH   SOLE   462,908 0 0
VERINT SYS INC COM 92343X100 16,550 386,873 SH   SOLE   386,873 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 131,663 2,181,292 SH   SOLE   2,150,098 0 31,194
VERTEX PHARMACEUTICALS INC COM 92532F100 11,725 69,206 SH   SOLE   66,309 0 2,897
VIAD CORP COM NEW 92552R406 10,748 160,065 SH   SOLE   160,065 0 0
VIAVI SOLUTIONS INC COM 925550105 44,959 3,210,246 SH   SOLE   3,210,246 0 0
VIRTU FINL INC CL A 928254101 19,469 1,190,035 SH   SOLE   1,190,035 0 0
VIRTUSA CORP COM 92827P102 6,471 179,651 SH   SOLE   179,651 0 0
VISA INC COM CL A 92826C839 36,810 214,000 SH   SOLE   203,646 0 10,354
VISHAY INTERTECHNOLOGY INC COM 928298108 11,889 702,256 SH   SOLE   702,256 0 0
VONAGE HLDGS CORP COM 92886T201 33,101 2,929,284 SH   SOLE   2,929,284 0 0
WASTE MGMT INC DEL COM 94106L109 55,436 482,052 SH   SOLE   474,468 0 7,584
WELLS FARGO CO NEW COM 949746101 24,731 490,317 SH   SOLE   488,032 0 2,285
WERNER ENTERPRISES INC COM 950755108 28,134 796,989 SH   SOLE   796,989 0 0
WESTERN ALLIANCE BANCORP COM 957638109 19,645 426,328 SH   SOLE   426,328 0 0
WINTRUST FINL CORP COM 97650W108 23,803 368,289 SH   SOLE   368,289 0 0
WOLVERINE WORLD WIDE INC COM 978097103 18,528 655,620 SH   SOLE   655,620 0 0
WPX ENERGY INC COM 98212B103 21,050 1,987,714 SH   SOLE   1,987,714 0 0
WSFS FINL CORP COM 929328102 13,231 300,034 SH   SOLE   300,034 0 0
XCEL ENERGY INC COM 98389B100 69,189 1,066,254 SH   SOLE   1,061,472 0 4,782
YELP INC CL A 985817105 34,714 998,952 SH   SOLE   998,952 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 31,282 151,584 SH   SOLE   151,584 0 0
ZIONS BANCORPORATION N A COM 989701107 49,202 1,105,172 SH   SOLE   1,087,710 0 17,462
ZOETIS INC CL A 98978V103 563 4,520 SH   SOLE   4,520 0 0