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
ABBOTT LABS COM 002824100 138,027 1,509,646 SH   DFND n/a 1,509,646 0 0
ABBVIE INC COM 00287Y109 75,487 768,860 SH   DFND n/a 768,860 0 0
ADVANCED ENERGY INDS COM 007973100 4,248 62,662 SH   DFND n/a 62,662 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 731 49,538 SH   DFND n/a 49,538 0 0
ALLSTATE CORP COM 020002101 137,648 1,419,198 SH   DFND n/a 1,419,198 0 0
ALPHABET INC CAP STK CL C 02079K107 182,614 129,183 SH   DFND n/a 129,183 0 0
ALTAIR ENGR INC COM CL A 021369103 3,994 100,477 SH   DFND n/a 100,477 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 57,214 1,834,965 SH   DFND n/a 1,834,965 0 0
AMN HEALTHCARE SVCS INC COM 001744101 3,999 88,387 SH   DFND n/a 88,387 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 8,911 142,826 SH   DFND n/a 142,826 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 3,263 140,892 SH   DFND n/a 140,892 0 0
AVERY DENNISON CORP COM 053611109 151,712 1,329,758 SH   DFND n/a 1,329,758 0 0
BK OF AMERICA CORP COM 060505104 72,664 3,059,535 SH   DFND n/a 3,059,535 0 0
BOSTON SCIENTIFIC CORP COM 101137107 54,593 1,554,926 SH   DFND n/a 1,554,926 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 69,677 1,184,989 SH   DFND n/a 1,184,989 0 0
BWX TECHNOLOGIES INC COM 05605H100 883 15,583 SH   DFND n/a 15,583 0 0
CACI INTL INC CL A 127190304 5,286 24,371 SH   DFND n/a 24,371 0 0
CALLAWAY GOLF CO COM 131193104 2,986 170,551 SH   DFND n/a 170,551 0 0
CARTERS INC COM 146229109 2,796 34,651 SH   DFND n/a 34,651 0 0
CENTENE CORP DEL COM 15135B101 88,883 1,398,636 SH   DFND n/a 1,398,636 0 0
CHEVRON CORP NEW COM 166764100 91,106 1,021,023 SH   DFND n/a 1,021,023 0 0
CHUBB LIMITED COM H1467J104 77,012 608,211 SH   DFND n/a 608,211 0 0
CIGNA CORP NEW COM 125523100 72,989 388,962 SH   DFND n/a 388,962 0 0
CITIGROUP INC COM NEW 172967424 55,668 1,089,385 SH   DFND n/a 1,089,385 0 0
COLFAX CORP COM 194014106 4,836 173,328 SH   DFND n/a 173,328 0 0
COMFORT SYS USA INC COM 199908104 2,828 69,388 SH   DFND n/a 69,388 0 0
CONOCOPHILLIPS COM 20825C104 66,430 1,580,920 SH   DFND n/a 1,580,920 0 0
CORE MARK HOLDING CO INC COM 218681104 5,684 227,773 SH   DFND n/a 227,773 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 3,030 27,319 SH   DFND n/a 27,319 0 0
CSG SYS INTL INC COM 126349109 1,278 30,870 SH   DFND n/a 30,870 0 0
CSX CORP COM 126408103 68,395 980,711 SH   DFND n/a 980,711 0 0
DEERE & CO COM 244199105 18,214 115,900 SH   DFND n/a 115,900 0 0
DESCARTES SYS GROUP INC COM 249906108 9,848 186,170 SH   DFND n/a 186,170 0 0
DIGITAL RLTY TR INC COM 253868103 32,366 227,756 SH   DFND n/a 227,756 0 0
DIODES INC COM 254543101 3,183 62,786 SH   DFND n/a 62,786 0 0
DOW INC COM 260557103 30,437 746,749 SH   DFND n/a 746,749 0 0
DUPONT DE NEMOURS INC COM 26614N102 65,327 1,229,569 SH   DFND n/a 1,229,569 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 4,606 199,211 SH   DFND n/a 199,211 0 0
EATON CORP PLC SHS G29183103 18,739 214,204 SH   DFND n/a 214,204 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 5,506 69,625 SH   DFND n/a 69,625 0 0
ENCORE CAP GROUP INC COM 292554102 7,051 206,283 SH   DFND n/a 206,283 0 0
ENERSYS COM 29275Y102 3,202 49,735 SH   DFND n/a 49,735 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 1,802 161,024 SH   DFND n/a 161,024 0 0
FACEBOOK INC CL A 30303M102 38,852 171,100 SH   DFND n/a 171,100 0 0
FB FINL CORP COM 30257X104 3,759 151,759 SH   DFND n/a 151,759 0 0
FEDERAL SIGNAL CORP COM 313855108 2,021 67,994 SH   DFND n/a 67,994 0 0
FIVE9 INC COM 338307101 7,701 69,588 SH   DFND n/a 69,588 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 2,305 39,979 SH   DFND n/a 39,979 0 0
GLACIER BANCORP INC NEW COM 37637Q105 7,563 214,316 SH   DFND n/a 214,316 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 70,083 354,636 SH   DFND n/a 354,636 0 0
HOME DEPOT INC COM 437076102 40,676 162,372 SH   DFND n/a 162,372 0 0
HONEYWELL INTL INC COM 438516106 138,561 958,305 SH   DFND n/a 958,305 0 0
INGEVITY CORP COM 45688C107 2,278 43,341 SH   DFND n/a 43,341 0 0
INOVALON HLDGS INC COM CL A 45781D101 6,985 362,691 SH   DFND n/a 362,691 0 0
INTEGER HLDGS CORP COM 45826H109 2,591 35,470 SH   DFND n/a 35,470 0 0
ITRON INC COM 465741106 3,106 46,877 SH   DFND n/a 46,877 0 0
J2 GLOBAL INC COM 48123V102 4,995 79,026 SH   DFND n/a 79,026 0 0
JPMORGAN CHASE & CO COM 46625H100 136,785 1,454,236 SH   DFND n/a 1,454,236 0 0
KINSALE CAP GROUP INC COM 49714P108 9,736 62,726 SH   DFND n/a 62,726 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 2,846 68,238 SH   DFND n/a 68,238 0 0
KNOWLES CORP COM 49926D109 2,455 160,894 SH   DFND n/a 160,894 0 0
LAS VEGAS SANDS CORP COM 517834107 25,849 567,601 SH   DFND n/a 567,601 0 0
LEIDOS HOLDINGS INC COM 525327102 72,238 771,196 SH   DFND n/a 771,196 0 0
LHC GROUP INC COM 50187A107 8,529 48,928 SH   DFND n/a 48,928 0 0
MANTECH INTL CORP CL A 564563104 8,025 117,165 SH   DFND n/a 117,165 0 0
MCDONALDS CORP COM 580135101 46,814 253,777 SH   DFND n/a 253,777 0 0
MEDPACE HLDGS INC COM 58506Q109 6,618 71,150 SH   DFND n/a 71,150 0 0
MEDTRONIC PLC SHS G5960L103 69,888 762,140 SH   DFND n/a 762,140 0 0
MERCK & CO. INC COM 58933Y105 100,189 1,295,604 SH   DFND n/a 1,295,604 0 0
METROPOLITAN BK HLDG CORP COM 591774104 3,316 103,361 SH   DFND n/a 103,361 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 58,606 72,753 SH   DFND n/a 72,753 0 0
MICROSOFT CORP COM 594918104 217,305 1,067,787 SH   DFND n/a 1,067,787 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 7,198 245,253 SH   DFND n/a 245,253 0 0
NORTHROP GRUMMAN CORP COM 666807102 46,415 150,972 SH   DFND n/a 150,972 0 0
NVIDIA CORPORATION COM 67066G104 142,804 375,888 SH   DFND n/a 375,888 0 0
NXP SEMICONDUCTORS N V COM N6596X109 74,468 653,003 SH   DFND n/a 653,003 0 0
PARKER HANNIFIN CORP COM 701094104 98,394 536,880 SH   DFND n/a 536,880 0 0
PFIZER INC COM 717081103 103,547 3,166,560 SH   DFND n/a 3,166,560 0 0
PRIMORIS SVCS CORP COM 74164F103 4,065 228,898 SH   DFND n/a 228,898 0 0
QTS RLTY TR INC COM CL A 74736A103 6,869 107,178 SH   DFND n/a 107,178 0 0
SHENANDOAH TELECOMMUNICATION COM 82312B106 3,833 77,763 SH   DFND n/a 77,763 0 0
SOUTH ST CORP COM 840441109 2,706 56,775 SH   DFND n/a 56,775 0 0
SOUTHWEST AIRLINES CO COM 844741108 40,273 1,178,252 SH   DFND n/a 1,178,252 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 10,113 164,336 SH   DFND n/a 164,336 0 0
STANLEY BLACK & DECKER INC COM 854502101 62,468 448,188 SH   DFND n/a 448,188 0 0
STERIS PLC SHS USD G8473T100 1,160 7,561 SH   DFND n/a 7,561 0 0
SUMMIT MATLS INC CL A 86614U100 5,944 369,668 SH   DFND n/a 369,668 0 0
TJX COS INC NEW COM 872540109 27,242 538,800 SH   DFND n/a 538,800 0 0
TREEHOUSE FOODS INC COM 89469A104 2,782 63,527 SH   DFND n/a 63,527 0 0
TWIST BIOSCIENCE CORP COM 90184D100 4,737 104,577 SH   DFND n/a 104,577 0 0
ULTA BEAUTY INC COM 90384S303 35,959 176,772 SH   DFND n/a 176,772 0 0
VERINT SYS INC COM 92343X100 3,557 78,726 SH   DFND n/a 78,726 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 59,591 1,080,925 SH   DFND n/a 1,080,925 0 0
VICI PPTYS INC COM 925652109 40,171 1,989,669 SH   DFND n/a 1,989,669 0 0
VIRTU FINL INC CL A 928254101 2,441 103,443 SH   DFND n/a 103,443 0 0
VISA INC COM CL A 92826C839 154,415 799,374 SH   DFND n/a 799,374 0 0
VMWARE INC CL A COM 928563402 81,354 525,340 SH   DFND n/a 525,340 0 0
WELLS FARGO CO NEW NEW 949746101 48,419 1,891,366 SH   DFND n/a 1,891,366 0 0
WERNER ENTERPRISES INC COM 950755108 6,265 143,933 SH   DFND n/a 143,933 0 0