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 10,016 308,835 SH   SOLE   302,724 0 6,111
ACI WORLDWIDE INC COM COM 004498101 12,670 524,656 SH   SOLE   515,999 0 8,657
AEROJET ROCKETDYNE HLD COM COM 007800105 21,465 513,167 SH   SOLE   504,766 0 8,401
AIR LEASE CORP CL A COM 00912X302 10,163 459,029 SH   SOLE   451,248 0 7,781
ALEXANDER & BALDWIN IN COM COM 014491104 13,576 1,209,936 SH   SOLE   1,190,104 0 19,832
ALLISON TRANSMISSION H COM COM 01973R101 14,775 453,065 SH   SOLE   412,625 0 40,440
AMERCO COM COM 023586100 36,707 126,336 SH   SOLE   119,290 0 7,046
AMERICAN FINL GROUP COM 025932104 12,283 175,262 SH   SOLE   161,517 0 13,745
ARAMARK COM 03852U106 20,483 1,025,688 SH   SOLE   934,825 0 90,863
ARCONIC INC COM COM 03965L100 7,739 481,906 SH   SOLE   438,541 0 43,365
ASGN INC COM COM 00191U102 14,023 397,030 SH   SOLE   390,377 0 6,653
AVISTA CORP COM COM 05379B107 9,068 213,408 SH   SOLE   192,563 0 20,845
AXALTA COATING SYS LTD COM COM G0750C108 13,933 806,765 SH   SOLE   740,805 0 65,960
BLOOMIN BRANDS INC COM COM 094235108 10,465 1,465,602 SH   SOLE   1,440,594 0 25,008
BOK FINL CORP COM NEW COM 05561Q201 11,518 270,632 SH   SOLE   250,092 0 20,540
CAMDEN PPTY TR SH BEN INT COM 133131102 7,551 94,727 SH   SOLE   88,082 0 6,645
CARLISLE COS INC COM COM 142339100 10,667 85,150 SH   SOLE   77,387 0 7,763
CARTER INC COM COM 146229109 9,017 137,192 SH   SOLE   134,840 0 2,352
CERNER CORP COM COM 156782104 11,991 190,362 SH   SOLE   172,252 0 18,110
CHANGE HEALTHCARE INC COM COM 15912k100 7,945 795,319 SH   SOLE   782,252 0 13,067
CITIZENS FINL GRP INC COM COM 174610105 13,015 691,884 SH   SOLE   630,110 0 61,774
CITRIX SYSTEMS COM 177376100 13,294 93,921 SH   SOLE   85,496 0 8,425
COGNIZANT TECH SOLUTNS CL A COM 192446102 20,258 435,944 SH   SOLE   398,974 0 36,970
DISCOVERY, INC COM 25470F104 18,442 948,686 SH   SOLE   874,851 0 73,835
EBAY INC COM COM 278642103 19,420 646,053 SH   SOLE   592,863 0 53,190
EMCOR GROUP INC COM 29084Q100 11,157 181,945 SH   SOLE   178,932 0 3,013
ENCOMPASS HEALTH CORP COM COM 29261A100 43,997 687,133 SH   SOLE   650,087 0 37,046
EXPEDIA INC COM COM 30212P303 14,224 252,791 SH   SOLE   231,746 0 21,045
EXTENDED STAY AMER INC SHS 1 C COM 30224P200 14,536 1,988,540 SH   SOLE   1,952,095 0 36,445
FIDELITY NATL FIN INC CL A COM 31620R303 12,704 510,602 SH   SOLE   473,427 0 37,175
FIFTH THIRD BANCORP COM COM 316773100 8,097 545,303 SH   SOLE   498,290 0 47,013
FIRST AMERN FINL CORP COM COM 31847R102 6,735 158,822 SH   SOLE   156,250 0 2,572
FIRST CTZNS BANCSHS NC CL A COM 31946M103 10,844 32,578 SH   SOLE   32,035 0 543
FIRST HAWAIIAN INC COM COM 32051X108 10,423 630,534 SH   SOLE   619,767 0 10,767
FRONTDOOR INC COM COM 35905A109 5,003 143,857 SH   SOLE   141,437 0 2,420
GENTEX CORP COM COM 371901109 4,216 190,241 SH   SOLE   186,910 0 3,331
GMS INC COM COM 36251C103 10,357 658,449 SH   SOLE   647,572 0 10,877
GRAFTECH INTL LTD COM COM 384313508 3,951 486,567 SH   SOLE   478,353 0 8,214
GRAND CANYON ED INC COM COM 38526M106 17,284 226,565 SH   SOLE   222,895 0 3,670
HUNTINGTON INGALLS IND COM COM 446413106 10,438 57,281 SH   SOLE   52,327 0 4,954
IAA INC COM COM 449253103 6,454 215,438 SH   SOLE   211,764 0 3,674
INGREDION INC COM COM 457187102 24,737 327,649 SH   SOLE   299,180 0 28,469
INSPERITY INC COM COM 45778Q107 16,538 443,385 SH   SOLE   435,964 0 7,421
INTERNATIONAL BNCSHRS COM COM 459044103 9,449 351,542 SH   SOLE   345,497 0 6,045
INTERPUBLIC GROUP COM 460690100 16,649 1,028,327 SH   SOLE   934,807 0 93,520
ISHARES TR S&P 500 INDEX COM 464287200 736 2,850 SH   SOLE   2,850 0 0
JONES LANG LASALLE INC COM COM 48020Q107 15,383 152,337 SH   SOLE   140,182 0 12,155
LIFE STORAGE INC COM COM 53223X107 11,204 118,501 SH   SOLE   116,335 0 2,166
LKQ CORP COM COM 501889208 16,758 817,055 SH   SOLE   758,160 0 58,895
LOEWS CORP COM COM 540424108 17,051 489,564 SH   SOLE   444,975 0 44,589
MARCUS & MILLICHAP INC COM COM 566324109 16,797 619,808 SH   SOLE   609,203 0 10,605
MASCO COM 574599106 10,350 299,393 SH   SOLE   270,748 0 28,645
MAXIMUS INC COM COM 577933104 11,879 204,104 SH   SOLE   200,687 0 3,417
MICROSOFT CORP COM 594918104 229 1,455 SH   SOLE   1,455 0 0
NATIONAL OILWELL VARCO COM COM 637071101 10,862 1,104,949 SH   SOLE   1,003,559 0 101,390
NORTHERN TRUST COM 665859104 14,158 187,624 SH   SOLE   171,792 0 15,832
PIONEER NAT RES COM 723787107 13,732 195,757 SH   SOLE   180,072 0 15,685
PREMIER INC CL A COM 74051N102 22,939 701,096 SH   SOLE   689,136 0 11,960
PROGRESSIVE CORP-OHIO- COM 743315103 16,049 217,344 SH   SOLE   201,129 0 16,215
RYMAN HOSPITALITY PPTY COM COM 78377T107 22,397 624,756 SH   SOLE   592,948 0 31,808
SIGNATURE BK NEW YORK COM COM 82669G104 15,139 188,311 SH   SOLE   173,006 0 15,305
SKYWORKS SOLUTIONS INC COM COM 83088M102 13,714 153,439 SH   SOLE   139,744 0 13,695
SNAP-ON INC COM 833034101 17,376 159,671 SH   SOLE   146,048 0 13,623
THOR INDS INC COM COM 885160101 9,083 215,340 SH   SOLE   211,702 0 3,638
TRINET GROUP INC COM COM 896288107 16,694 443,291 SH   SOLE   436,459 0 6,832
UGI CORP COM 902681105 16,482 617,991 SH   SOLE   561,516 0 56,475
UNIVERSAL HEALTH COM 913903100 18,447 186,185 SH   SOLE   171,515 0 14,670
VENTAS INC COM COM 92276F100 14,091 525,779 SH   SOLE   484,839 0 40,940
VIAD CORP NEW COM 92552R406 3,760 177,110 SH   SOLE   173,805 0 3,305
VISTRA ENERGY CORP COM COM 92840M102 18,982 1,189,382 SH   SOLE   1,095,302 0 94,080
WEYERHAEUSER CO COM 962166104 15,348 905,507 SH   SOLE   831,477 0 74,030
WHITE MTNS INS GRP LTD COM COM G9618E107 39,696 43,619 SH   SOLE   41,296 0 2,323
WINTRUST FINL CORP COM COM 97650W108 9,229 280,867 SH   SOLE   276,080 0 4,787
ZIMMER BIOMET HOLDINGS INC COM 98956P102 15,295 151,321 SH   SOLE   138,351 0 12,970