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 4,409 77,200 SH   SOLE   77,200 0 0
ABBOTT LABS COM 002824100 23,711 272,984 SH   SOLE   272,739 0 245
ACADIA HEALTHCARE COMPANY IN COM 00404A109 11,520 346,776 SH   SOLE   346,776 0 0
ADDUS HOMECARE CORP COM 006739106 12,388 127,421 SH   SOLE   127,421 0 0
ADOBE INC COM 00724F101 24,365 73,876 SH   SOLE   73,806 0 70
ADTALEM GLOBAL ED INC COM 00737L103 28,466 814,026 SH   SOLE   814,026 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 23,566 516,129 SH   SOLE   516,129 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 209 2,447 SH   SOLE   2,447 0 0
AGREE REALTY CORP COM 008492100 2,217 31,595 SH   SOLE   31,595 0 0
AIR LEASE CORP CL A 00912X302 2,186 45,996 SH   SOLE   45,996 0 0
AIR PRODS & CHEMS INC COM 009158106 44,434 189,086 SH   SOLE   188,227 0 859
AIR TRANSPORT SERVICES GRP I COM 00922R105 7,673 327,065 SH   SOLE   327,065 0 0
AIRCASTLE LTD COM G0129K104 3,156 98,580 SH   SOLE   98,580 0 0
ALLEGHANY CORP DEL COM 017175100 37,518 46,923 SH   SOLE   46,923 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 22,647 1,096,175 SH   SOLE   1,096,175 0 0
ALLETE INC COM NEW 018522300 4,500 55,439 SH   SOLE   55,439 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 10,198 1,038,990 SH   SOLE   1,038,990 0 0
ALLSTATE CORP COM 020002101 33,933 301,765 SH   SOLE   300,495 0 1,270
ALPHABET INC CAP STK CL A 02079K305 88,079 65,760 SH   SOLE   65,395 0 365
ALPHABET INC CAP STK CL C 02079K107 202 151 SH   SOLE   151 0 0
ALTRA INDL MOTION CORP COM 02208R106 32,385 894,365 SH   SOLE   894,365 0 0
AMAZON COM INC COM 023135106 57,614 31,179 SH   SOLE   31,152 0 27
AMEDISYS INC COM 023436108 44,676 267,652 SH   SOLE   267,652 0 0
AMEREN CORP COM 023608102 271 3,530 SH   SOLE   3,530 0 0
AMERICAN ELEC PWR CO INC COM 025537101 62,151 657,625 SH   SOLE   654,686 0 2,939
AMERICAN EXPRESS CO COM 025816109 50,608 406,516 SH   SOLE   405,252 0 1,264
AMERICAN TOWER CORP NEW COM 03027X100 15,918 69,262 SH   SOLE   69,197 0 65
AMERICAN WOODMARK CORPORATIO COM 030506109 31,521 301,603 SH   SOLE   301,603 0 0
AMERICOLD RLTY TR COM 03064D108 2,050 58,480 SH   SOLE   58,480 0 0
AMGEN INC COM 031162100 386 1,600 SH   SOLE   1,600 0 0
AMICUS THERAPEUTICS INC COM 03152W109 21,437 2,200,907 SH   SOLE   2,200,907 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 28,627 459,427 SH   SOLE   459,427 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 6,439 333,789 SH   SOLE   333,789 0 0
APPLE INC COM 037833100 62,955 214,389 SH   SOLE   214,187 0 202
ARAMARK COM 03852U106 34,704 799,620 SH   SOLE   799,620 0 0
ARCONIC INC COM 03965L100 7,770 252,532 SH   SOLE   252,310 0 222
ARGO GROUP INTL HLDGS LTD COM G0464B107 14,227 216,375 SH   SOLE   216,375 0 0
ARMADA HOFFLER PPTYS INC COM 04208T108 12,458 678,928 SH   SOLE   678,928 0 0
ASTRONICS CORP COM 046433108 2,250 80,518 SH   SOLE   80,518 0 0
AT&T INC COM 00206R102 92,723 2,372,660 SH   SOLE   2,362,214 0 10,446
AUTOZONE INC COM 053332102 19,677 16,517 SH   SOLE   16,503 0 14
AVALONBAY CMNTYS INC COM 053484101 40,066 191,060 SH   SOLE   190,484 0 576
AXALTA COATING SYS LTD COM G0750C108 24,736 813,697 SH   SOLE   813,697 0 0
AZZ INC COM 002474104 2,362 51,414 SH   SOLE   51,414 0 0
BANK AMER CORP COM 060505104 158,778 4,508,172 SH   SOLE   4,491,335 0 16,837
BANK NEW YORK MELLON CORP COM 064058100 495 9,845 SH   SOLE   9,845 0 0
BENEFITFOCUS INC COM 08180D106 392 17,864 SH   SOLE   17,864 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,557 179,061 SH   SOLE   178,327 0 734
BEST BUY INC COM 086516101 47,681 543,068 SH   SOLE   541,380 0 1,688
BIOGEN INC COM 09062X103 33,407 112,583 SH   SOLE   112,204 0 379
BIOTELEMETRY INC COM 090672106 25,551 551,857 SH   SOLE   551,857 0 0
BJS RESTAURANTS INC COM 09180C106 24,414 643,144 SH   SOLE   643,144 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 30,932 1,360,236 SH   SOLE   1,360,236 0 0
BLACK HILLS CORP COM 092113109 52,711 671,142 SH   SOLE   671,142 0 0
BLOOMIN BRANDS INC COM 094235108 43,040 1,950,141 SH   SOLE   1,950,141 0 0
BLUCORA INC COM 095229100 27,089 1,036,289 SH   SOLE   1,036,289 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 7,747 96,708 SH   SOLE   96,708 0 0
BOEING CO COM 097023105 14,611 44,851 SH   SOLE   44,807 0 44
BORGWARNER INC COM 099724106 16,287 375,451 SH   SOLE   373,658 0 1,793
BOSTON PROPERTIES INC COM 101121101 55,962 405,935 SH   SOLE   404,527 0 1,408
BOTTOMLINE TECH DEL INC COM 101388106 36,876 687,988 SH   SOLE   687,988 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 8,961 876,799 SH   SOLE   876,799 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 675 10,521 SH   SOLE   10,521 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 2,171 100,453 SH   SOLE   100,453 0 0
BROADCOM INC COM 11135F101 79,759 252,388 SH   SOLE   251,539 0 849
CACI INTL INC CL A 127190304 4,935 19,741 SH   SOLE   19,741 0 0
CALLAWAY GOLF CO COM 131193104 9,242 435,958 SH   SOLE   435,958 0 0
CAMDEN NATL CORP COM 133034108 2,097 45,531 SH   SOLE   45,531 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 15,232 399,269 SH   SOLE   399,269 0 0
CARDTRONICS PLC SHS CL A G1991C105 45,131 1,010,772 SH   SOLE   1,010,772 0 0
CATERPILLAR INC DEL COM 149123101 40,856 276,655 SH   SOLE   275,380 0 1,275
CATHAY GEN BANCORP COM 149150104 11,448 300,869 SH   SOLE   300,869 0 0
CDW CORP COM 12514G108 31,113 217,819 SH   SOLE   217,819 0 0
CENTERSTATE BK CORP COM 15201P109 11,371 455,220 SH   SOLE   455,220 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,235 76,139 SH   SOLE   76,139 0 0
CF INDS HLDGS INC COM 125269100 31,616 662,267 SH   SOLE   659,985 0 2,282
CHARLES RIV LABS INTL INC COM 159864107 27,512 180,098 SH   SOLE   180,098 0 0
CHEGG INC COM 163092109 1,570 41,421 SH   SOLE   41,421 0 0
CHEVRON CORP NEW COM 166764100 80,494 667,940 SH   SOLE   664,944 0 2,996
CHILDRENS PL INC COM 168905107 16,040 256,556 SH   SOLE   256,556 0 0
CIENA CORP COM NEW 171779309 24,750 579,768 SH   SOLE   579,768 0 0
CIGNA CORP NEW COM 125523100 53,367 260,978 SH   SOLE   260,076 0 902
CISCO SYS INC COM 17275R102 60,024 1,251,536 SH   SOLE   1,247,239 0 4,297
CLOUDERA INC COM 18914U100 1,004 86,300 SH   SOLE   86,300 0 0
CMS ENERGY CORP COM 125896100 218 3,462 SH   SOLE   3,462 0 0
COMCAST CORP NEW CL A 20030N101 101,963 2,267,365 SH   SOLE   2,259,552 0 7,813
COMMERCIAL METALS CO COM 201723103 8,690 390,230 SH   SOLE   390,230 0 0
COMMVAULT SYSTEMS INC COM 204166102 21,700 486,120 SH   SOLE   486,120 0 0
CONNECTONE BANCORP INC NEW COM 20786W107 7,677 298,497 SH   SOLE   298,497 0 0
CONOCOPHILLIPS COM 20825C104 65,661 1,009,702 SH   SOLE   1,006,185 0 3,517
COOPER COS INC COM NEW 216648402 34,434 107,173 SH   SOLE   107,173 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 28,011 478,406 SH   SOLE   478,406 0 0
CSG SYS INTL INC COM 126349109 2,879 55,610 SH   SOLE   55,610 0 0
DEERE & CO COM 244199105 446 2,574 SH   SOLE   2,574 0 0
DEL TACO RESTAURANTS INC COM 245496104 1,966 248,730 SH   SOLE   248,730 0 0
DELEK US HLDGS INC NEW COM 24665A103 2,555 76,211 SH   SOLE   76,211 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 63,725 1,089,675 SH   SOLE   1,085,801 0 3,874
DELUXE CORP COM 248019101 35,782 716,778 SH   SOLE   716,778 0 0
DENTSPLY SIRONA INC COM 24906P109 317 5,597 SH   SOLE   5,597 0 0
DESIGNER BRANDS INC CL A 250565108 4,071 258,617 SH   SOLE   258,617 0 0
DIAMONDBACK ENERGY INC COM 25278X109 74,787 805,372 SH   SOLE   803,120 0 2,252
DINE BRANDS GLOBAL INC COM 254423106 32,099 384,327 SH   SOLE   384,327 0 0
DISCOVER FINL SVCS COM 254709108 49,238 580,490 SH   SOLE   578,137 0 2,353
DISCOVERY INC COM SER A 25470F104 69,480 2,122,157 SH   SOLE   2,114,773 0 7,384
DISNEY WALT CO COM DISNEY 254687106 45,929 317,562 SH   SOLE   316,126 0 1,436
DOUGLAS EMMETT INC COM 25960P109 32,147 732,286 SH   SOLE   732,286 0 0
DTE ENERGY CO COM 233331107 73,891 568,959 SH   SOLE   567,053 0 1,906
DUKE ENERGY CORP NEW COM NEW 26441C204 53,586 587,495 SH   SOLE   585,585 0 1,910
DXC TECHNOLOGY CO COM 23355L106 5,694 151,490 SH   SOLE   151,342 0 148
E TRADE FINANCIAL CORP COM NEW 269246401 42,454 935,727 SH   SOLE   932,581 0 3,146
EAST WEST BANCORP INC COM 27579R104 1,281 26,299 SH   SOLE   26,299 0 0
EBAY INC COM 278642103 430 11,916 SH   SOLE   11,916 0 0
EDGEWELL PERS CARE CO COM 28035Q102 10,680 344,968 SH   SOLE   344,968 0 0
EMCOR GROUP INC COM 29084Q100 19,785 229,264 SH   SOLE   229,264 0 0
ENCOMPASS HEALTH CORP COM 29261A100 20,287 292,864 SH   SOLE   292,864 0 0
ENERSYS COM 29275Y102 10,388 138,825 SH   SOLE   138,825 0 0
ENPRO INDS INC COM 29355X107 19,959 298,436 SH   SOLE   298,436 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 13,833 286,937 SH   SOLE   286,937 0 0
EOG RES INC COM 26875P101 55,451 662,015 SH   SOLE   659,719 0 2,296
EQUITY LIFESTYLE PPTYS INC COM 29472R108 18,440 261,987 SH   SOLE   260,705 0 1,282
ESPERION THERAPEUTICS INC NE COM 29664W105 17,596 295,081 SH   SOLE   295,081 0 0
ESSENT GROUP LTD COM G3198U102 12,447 239,413 SH   SOLE   239,413 0 0
EURONET WORLDWIDE INC COM 298736109 33,748 214,189 SH   SOLE   214,189 0 0
EVEREST RE GROUP LTD COM G3223R108 41,689 150,587 SH   SOLE   150,587 0 0
EXPEDIA GROUP INC COM NEW 30212P303 16,709 154,513 SH   SOLE   154,373 0 140
FACEBOOK INC CL A 30303M102 41,531 202,343 SH   SOLE   202,161 0 182
FIBROGEN INC COM 31572Q808 6,893 160,702 SH   SOLE   160,702 0 0
FIRST BANCORP N C COM 318910106 3,375 84,569 SH   SOLE   84,569 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 20,000 481,800 SH   SOLE   481,800 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 3,290 78,473 SH   SOLE   78,473 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 13,547 587,458 SH   SOLE   587,458 0 0
FOOT LOCKER INC COM 344849104 6,555 168,135 SH   SOLE   167,973 0 162
FTI CONSULTING INC COM 302941109 34,768 314,187 SH   SOLE   314,187 0 0
GENERAC HLDGS INC COM 368736104 51,209 509,083 SH   SOLE   509,083 0 0
GENERAL MLS INC COM 370334104 16,306 304,436 SH   SOLE   304,149 0 287
G-III APPAREL GROUP LTD COM 36237H101 22,427 669,455 SH   SOLE   669,455 0 0
GILEAD SCIENCES INC COM 375558103 44,143 679,327 SH   SOLE   677,001 0 2,326
GLACIER BANCORP INC NEW COM 37637Q105 33,503 728,478 SH   SOLE   728,478 0 0
GLU MOBILE INC COM 379890106 8,100 1,338,834 SH   SOLE   1,338,834 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 29,866 1,793,781 SH   SOLE   1,793,781 0 0
HANOVER INS GROUP INC COM 410867105 36,292 265,545 SH   SOLE   265,545 0 0
HARSCO CORP COM 415864107 30,858 1,341,087 SH   SOLE   1,341,087 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 68,349 1,124,717 SH   SOLE   1,120,544 0 4,173
HELEN OF TROY CORP LTD COM G4388N106 37,161 206,691 SH   SOLE   206,691 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 28,440 2,953,260 SH   SOLE   2,953,260 0 0
HERON THERAPEUTICS INC COM 427746102 934 39,751 SH   SOLE   39,751 0 0
HIGHWOODS PPTYS INC COM 431284108 47,055 962,062 SH   SOLE   960,335 0 1,727
HILL ROM HLDGS INC COM 431475102 78,475 691,225 SH   SOLE   689,630 0 1,595
HILLTOP HOLDINGS INC COM 432748101 3,071 123,171 SH   SOLE   123,171 0 0
HOME BANCSHARES INC COM 436893200 9,903 503,721 SH   SOLE   503,721 0 0
HOME DEPOT INC COM 437076102 223 1,024 SH   SOLE   1,024 0 0
HONEYWELL INTL INC COM 438516106 56,659 320,108 SH   SOLE   319,098 0 1,010
HORACE MANN EDUCATORS CORP N COM 440327104 39,704 909,386 SH   SOLE   909,386 0 0
HORIZON BANCORP INC COM 440407104 2,489 131,021 SH   SOLE   131,021 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 61,707 1,704,601 SH   SOLE   1,704,601 0 0
HOSTESS BRANDS INC CL A 44109J106 30,272 2,081,954 SH   SOLE   2,081,954 0 0
HUBBELL INC COM 443510607 17,653 119,422 SH   SOLE   119,422 0 0
HUDSON PAC PPTYS INC COM 444097109 31,334 832,247 SH   SOLE   832,247 0 0
HUNTSMAN CORP COM 447011107 45,569 1,886,156 SH   SOLE   1,879,722 0 6,434
IBERIABANK CORP COM 450828108 43,658 583,426 SH   SOLE   583,426 0 0
ICF INTL INC COM 44925C103 44,386 484,457 SH   SOLE   484,457 0 0
INGERSOLL-RAND PLC SHS G47791101 46,706 351,386 SH   SOLE   350,112 0 1,274
INSIGHT ENTERPRISES INC COM 45765U103 3,646 51,865 SH   SOLE   51,865 0 0
INSPERITY INC COM 45778Q107 34,916 405,810 SH   SOLE   405,810 0 0
INTEL CORP COM 458140100 53,621 895,913 SH   SOLE   893,216 0 2,697
INTERCONTINENTAL EXCHANGE IN COM 45866F104 41,656 450,088 SH   SOLE   448,154 0 1,934
INVESCO MORTGAGE CAPITAL INC COM 46131B100 26,625 1,599,088 SH   SOLE   1,599,088 0 0
INVESTORS BANCORP INC NEW COM 46146L101 17,297 1,451,666 SH   SOLE   1,451,666 0 0
IONIS PHARMACEUTICALS INC COM 462222100 22,616 374,368 SH   SOLE   374,368 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 7,650 276,360 SH   SOLE   276,360 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 913 13,405 SH   SOLE   13,405 0 0
ISHARES TR MSCI EAFE ETF 464287465 205 2,950 SH   SOLE   2,950 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 5,032 36,871 SH   SOLE   36,867 0 4
ISHARES TR RUS 2000 VAL ETF 464287630 312 2,426 SH   SOLE   2,426 0 0
ITRON INC COM 465741106 30,716 365,885 SH   SOLE   365,885 0 0
ITT INC COM 45073V108 28,429 384,643 SH   SOLE   384,643 0 0
J & J SNACK FOODS CORP COM 466032109 2,245 12,184 SH   SOLE   12,184 0 0
J2 GLOBAL INC COM 48123V102 40,288 429,926 SH   SOLE   429,926 0 0
JACOBS ENGR GROUP INC COM 469814107 25,391 282,659 SH   SOLE   282,659 0 0
JAGGED PEAK ENERGY INC COM 47009K107 2,014 237,183 SH   SOLE   237,183 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 32,118 215,154 SH   SOLE   215,154 0 0
JETBLUE AWYS CORP COM 477143101 1,561 83,375 SH   SOLE   83,375 0 0
JOHNSON & JOHNSON COM 478160104 63,886 437,963 SH   SOLE   436,507 0 1,456
JPMORGAN CHASE & CO COM 46625H100 193,399 1,387,363 SH   SOLE   1,382,238 0 5,125
KAISER ALUMINUM CORP COM PAR $0.01 483007704 31,702 285,891 SH   SOLE   285,891 0 0
KB HOME COM 48666K109 32,704 954,294 SH   SOLE   954,294 0 0
KIMBERLY CLARK CORP COM 494368103 65,188 473,921 SH   SOLE   472,170 0 1,751
KIRBY CORP COM 497266106 18,944 211,597 SH   SOLE   211,597 0 0
KNOWLES CORP COM 49926D109 2,645 125,043 SH   SOLE   125,043 0 0
KOHLS CORP COM 500255104 861 16,900 SH   SOLE   16,900 0 0
KRATON CORPORATION COM 50077C106 25,727 1,016,079 SH   SOLE   1,016,079 0 0
KROGER CO COM 501044101 11,420 393,960 SH   SOLE   393,626 0 334
LABORATORY CORP AMER HLDGS COM NEW 50540R409 589 3,481 SH   SOLE   3,481 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 38,280 428,858 SH   SOLE   428,858 0 0
LAMB WESTON HLDGS INC COM 513272104 37,230 432,761 SH   SOLE   432,761 0 0
LEAR CORP COM NEW 521865204 1,260 9,185 SH   SOLE   9,185 0 0
LHC GROUP INC COM 50187A107 41,781 303,288 SH   SOLE   303,288 0 0
LIFE STORAGE INC COM 53223X107 25,740 237,720 SH   SOLE   237,720 0 0
LILLY ELI & CO COM 532457108 56,403 429,146 SH   SOLE   427,815 0 1,331
LITHIA MTRS INC CL A 536797103 30,791 209,461 SH   SOLE   209,461 0 0
LIVANOVA PLC SHS G5509L101 28,920 383,404 SH   SOLE   383,404 0 0
LIVERAMP HLDGS INC COM 53815P108 44,900 934,054 SH   SOLE   934,054 0 0
LOCKHEED MARTIN CORP COM 539830109 33,421 85,830 SH   SOLE   85,435 0 395
LULULEMON ATHLETICA INC COM 550021109 287 1,238 SH   SOLE   1,238 0 0
MADDEN STEVEN LTD COM 556269108 31,133 723,863 SH   SOLE   723,863 0 0
MAGELLAN HEALTH INC COM NEW 559079207 9,913 126,681 SH   SOLE   126,681 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 14,048 1,116,666 SH   SOLE   1,116,666 0 0
MARATHON PETE CORP COM 56585A102 52,025 863,481 SH   SOLE   860,358 0 3,123
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 15,990 124,187 SH   SOLE   124,187 0 0
MASONITE INTL CORP NEW COM 575385109 927 12,837 SH   SOLE   12,837 0 0
MASTEC INC COM 576323109 45,058 702,274 SH   SOLE   702,274 0 0
MATADOR RES CO COM 576485205 510 28,368 SH   SOLE   28,368 0 0
MEDTRONIC PLC SHS G5960L103 107,083 943,882 SH   SOLE   940,287 0 3,595
MERCK & CO INC COM 58933Y105 77,690 854,206 SH   SOLE   851,414 0 2,792
MERIT MED SYS INC COM 589889104 18,273 585,292 SH   SOLE   585,292 0 0
MFA FINL INC COM 55272X102 6,459 844,318 SH   SOLE   844,318 0 0
MICROSOFT CORP COM 594918104 111,306 705,812 SH   SOLE   704,478 0 1,334
MID AMER APT CMNTYS INC COM 59522J103 28,979 219,774 SH   SOLE   219,774 0 0
MKS INSTRUMENT INC COM 55306N104 18,702 170,002 SH   SOLE   170,002 0 0
MONDELEZ INTL INC CL A 609207105 62,781 1,139,820 SH   SOLE   1,135,776 0 4,044
MYR GROUP INC DEL COM 55405W104 2,931 89,947 SH   SOLE   89,947 0 0
MYRIAD GENETICS INC COM 62855J104 24,232 889,892 SH   SOLE   889,892 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 12,128 360,730 SH   SOLE   360,730 0 0
NETGEAR INC COM 64111Q104 7,405 302,120 SH   SOLE   302,120 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 24,488 227,820 SH   SOLE   227,820 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 13,528 300,612 SH   SOLE   300,612 0 0
NORTHROP GRUMMAN CORP COM 666807102 61,486 178,752 SH   SOLE   178,066 0 686
NUANCE COMMUNICATIONS INC COM 67020Y100 19,915 1,116,957 SH   SOLE   1,116,957 0 0
NUCOR CORP COM 670346105 264 4,688 SH   SOLE   4,688 0 0
NUVASIVE INC COM 670704105 11,911 154,014 SH   SOLE   154,014 0 0
NXP SEMICONDUCTORS N V COM N6596X109 15,831 124,401 SH   SOLE   124,287 0 114
OLD NATL BANCORP IND COM 680033107 12,641 691,141 SH   SOLE   691,141 0 0
OLD REP INTL CORP COM 680223104 35,008 1,564,941 SH   SOLE   1,564,941 0 0
OLD SECOND BANCORP INC ILL COM 680277100 2,062 153,059 SH   SOLE   153,059 0 0
ON SEMICONDUCTOR CORP COM 682189105 46,970 1,926,605 SH   SOLE   1,917,792 0 8,813
OPTION CARE HEALTH INC COM 68404L102 21,291 5,708,031 SH   SOLE   5,708,031 0 0
ORACLE CORP COM 68389X105 26,251 495,487 SH   SOLE   493,267 0 2,220
ORTHOFIX MED INC COM 68752M108 11,375 246,324 SH   SOLE   246,324 0 0
OSI SYSTEMS INC COM 671044105 8,177 81,169 SH   SOLE   81,169 0 0
OWENS CORNING NEW COM 690742101 27,131 416,637 SH   SOLE   414,763 0 1,874
PACWEST BANCORP DEL COM 695263103 23,930 625,300 SH   SOLE   625,300 0 0
PARKER HANNIFIN CORP COM 701094104 275 1,338 SH   SOLE   1,338 0 0
PDC ENERGY INC COM 69327R101 8,990 343,521 SH   SOLE   343,521 0 0
PEPSICO INC COM 713448108 58,648 429,119 SH   SOLE   427,169 0 1,950
PERFICIENT INC COM 71375U101 11,385 247,119 SH   SOLE   247,119 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 43,696 848,804 SH   SOLE   848,804 0 0
PETIQ INC COM CL A 71639T106 596 23,800 SH   SOLE   23,800 0 0
PFIZER INC COM 717081103 200 5,099 SH   SOLE   5,099 0 0
PHILLIPS 66 COM 718546104 56,486 507,004 SH   SOLE   505,264 0 1,740
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 46,138 2,074,557 SH   SOLE   2,074,557 0 0
POLARIS INC COM 731068102 10,471 102,963 SH   SOLE   102,863 0 100
POLYONE CORP COM 73179P106 24,768 673,226 SH   SOLE   673,226 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 45,941 823,457 SH   SOLE   823,457 0 0
POST HLDGS INC COM 737446104 15,597 142,957 SH   SOLE   142,957 0 0
POTLATCHDELTIC CORPORATION COM 737630103 6,186 142,960 SH   SOLE   142,960 0 0
PRA HEALTH SCIENCES INC COM 69354M108 24,193 217,659 SH   SOLE   217,659 0 0
PROCTER & GAMBLE CO COM 742718109 129,122 1,033,797 SH   SOLE   1,029,929 0 3,868
PROLOGIS INC COM 74340W103 48,014 538,628 SH   SOLE   536,246 0 2,382
PRUDENTIAL FINL INC COM 744320102 76,398 814,996 SH   SOLE   812,042 0 2,954
PS BUSINESS PKS INC CALIF COM 69360J107 13,492 81,833 SH   SOLE   81,833 0 0
PTC THERAPEUTICS INC COM 69366J200 879 18,293 SH   SOLE   18,293 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 215 3,657 SH   SOLE   3,657 0 0
PULTE GROUP INC COM 745867101 17,089 440,439 SH   SOLE   440,034 0 405
PVH CORP COM 693656100 36,416 346,329 SH   SOLE   344,733 0 1,596
QCR HOLDINGS INC COM 74727A104 1,990 45,376 SH   SOLE   45,376 0 0
QUALYS INC COM 74758T303 26,435 317,075 SH   SOLE   317,075 0 0
QUANTA SVCS INC COM 74762E102 87,943 2,160,235 SH   SOLE   2,155,071 0 5,164
QUIDEL CORP COM 74838J101 33,438 445,658 SH   SOLE   445,658 0 0
RADIAN GROUP INC COM 750236101 42,108 1,673,622 SH   SOLE   1,673,622 0 0
RAYTHEON CO COM NEW 755111507 18,353 83,521 SH   SOLE   83,441 0 80
REALPAGE INC COM 75606N109 25,458 473,644 SH   SOLE   473,644 0 0
REVANCE THERAPEUTICS INC COM 761330109 9,085 559,764 SH   SOLE   559,764 0 0
REXNORD CORP NEW COM 76169B102 28,099 861,403 SH   SOLE   861,403 0 0
RH COM 74967X103 38,807 181,764 SH   SOLE   181,764 0 0
ROGERS CORP COM 775133101 18,228 146,138 SH   SOLE   146,138 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 68,302 511,586 SH   SOLE   509,591 0 1,995
RYDER SYS INC COM 783549108 15,074 277,549 SH   SOLE   277,549 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 45,478 524,790 SH   SOLE   524,790 0 0
SAIA INC COM 78709Y105 11,561 124,153 SH   SOLE   124,153 0 0
SANDY SPRING BANCORP INC COM 800363103 3,399 89,723 SH   SOLE   89,723 0 0
SANMINA CORPORATION COM 801056102 5,168 150,929 SH   SOLE   150,929 0 0
SEAWORLD ENTMT INC COM 81282V100 36,312 1,145,127 SH   SOLE   1,145,127 0 0
SELECTIVE INS GROUP INC COM 816300107 14,770 226,573 SH   SOLE   226,573 0 0
SERVICE CORP INTL COM 817565104 36,627 795,722 SH   SOLE   795,722 0 0
SHAKE SHACK INC CL A 819047101 702 11,791 SH   SOLE   11,791 0 0
SILICON LABORATORIES INC COM 826919102 42,672 367,925 SH   SOLE   367,925 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 12,722 474,891 SH   SOLE   474,891 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 26,693 800,617 SH   SOLE   800,617 0 0
SKYWEST INC COM 830879102 42,744 661,366 SH   SOLE   661,366 0 0
SLEEP NUMBER CORP COM 83125X103 35,284 716,582 SH   SOLE   716,582 0 0
SONOCO PRODS CO COM 835495102 28,413 460,360 SH   SOLE   460,360 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 16,285 214,360 SH   SOLE   214,360 0 0
SP PLUS CORP COM 78469C103 11,398 268,635 SH   SOLE   268,635 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,950 6,057 SH   SOLE   6,057 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 15,701 215,435 SH   SOLE   215,435 0 0
SPS COMMERCE INC COM 78463M107 43,786 790,076 SH   SOLE   790,076 0 0
SPX CORP COM 784635104 43,423 853,433 SH   SOLE   853,433 0 0
STATE STR CORP COM 857477103 51,621 652,601 SH   SOLE   649,651 0 2,950
STERIS PLC SHS USD G8473T100 594 3,898 SH   SOLE   3,898 0 0
STIFEL FINL CORP COM 860630102 1,766 29,124 SH   SOLE   29,124 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 3,603 258,869 SH   SOLE   258,869 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 17,417 734,267 SH   SOLE   734,267 0 0
SYNEOS HEALTH INC CL A 87166B102 43,667 734,211 SH   SOLE   734,211 0 0
SYNOPSYS INC COM 871607107 30,820 221,408 SH   SOLE   221,408 0 0
TCF FINANCIAL CORPORATION NE COM 872307103 34,399 735,025 SH   SOLE   735,025 0 0
TELEFLEX INC COM 879369106 22,570 59,956 SH   SOLE   59,956 0 0
TETRA TECH INC NEW COM 88162G103 1,219 14,148 SH   SOLE   14,148 0 0
TEXTRON INC COM 883203101 32,499 728,687 SH   SOLE   726,340 0 2,347
THE CHARLES SCHWAB CORPORATI COM 808513105 48,542 1,020,642 SH   SOLE   1,017,014 0 3,628
THERMO FISHER SCIENTIFIC INC COM 883556102 71,546 220,228 SH   SOLE   219,509 0 719
TRAVELERS COMPANIES INC COM 89417E109 29,237 213,487 SH   SOLE   212,501 0 986
TRIMAS CORP COM NEW 896215209 4,604 146,592 SH   SOLE   146,592 0 0
TRUIST FINL CORP COM 89832Q109 46,997 834,444 SH   SOLE   830,789 0 3,655
TYSON FOODS INC CL A 902494103 21,929 240,879 SH   SOLE   239,750 0 1,129
U S CONCRETE INC COM NEW 90333L201 21,943 526,719 SH   SOLE   526,719 0 0
UFP TECHNOLOGIES INC COM 902673102 2,415 48,681 SH   SOLE   48,681 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 6,799 159,183 SH   SOLE   159,183 0 0
UMPQUA HLDGS CORP COM 904214103 1,256 70,958 SH   SOLE   70,958 0 0
UNIFIRST CORP MASS COM 904708104 27,635 136,821 SH   SOLE   136,821 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 12,815 415,009 SH   SOLE   415,009 0 0
UNITEDHEALTH GROUP INC COM 91324P102 56,983 193,834 SH   SOLE   193,298 0 536
UNIVERSAL FST PRODS INC COM 913543104 9,832 206,119 SH   SOLE   206,119 0 0
US ECOLOGY INC COM 91734M103 24,529 423,577 SH   SOLE   423,577 0 0
US FOODS HLDG CORP COM 912008109 17,395 415,263 SH   SOLE   414,873 0 390
VANDA PHARMACEUTICALS INC COM 921659108 7,266 442,769 SH   SOLE   442,769 0 0
VERINT SYS INC COM 92343X100 19,624 354,486 SH   SOLE   354,486 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 132,284 2,154,462 SH   SOLE   2,146,793 0 7,669
VERTEX PHARMACEUTICALS INC COM 92532F100 14,974 68,390 SH   SOLE   68,337 0 53
VIAD CORP COM NEW 92552R406 1,828 27,084 SH   SOLE   27,084 0 0
VIAVI SOLUTIONS INC COM 925550105 45,556 3,037,039 SH   SOLE   3,037,039 0 0
VIRTU FINL INC CL A 928254101 18,247 1,141,163 SH   SOLE   1,141,163 0 0
VIRTUSA CORP COM 92827P102 7,822 172,559 SH   SOLE   172,559 0 0
VISA INC COM CL A 92826C839 39,596 210,728 SH   SOLE   210,527 0 201
VISHAY INTERTECHNOLOGY INC COM 928298108 13,732 644,977 SH   SOLE   644,977 0 0
VONAGE HLDGS CORP COM 92886T201 20,776 2,803,833 SH   SOLE   2,803,833 0 0
WASTE MGMT INC DEL COM 94106L109 40,750 357,578 SH   SOLE   355,966 0 1,612
WELLS FARGO CO NEW COM 949746101 26,083 484,800 SH   SOLE   482,508 0 2,292
WERNER ENTERPRISES INC COM 950755108 27,954 768,173 SH   SOLE   768,173 0 0
WESTERN ALLIANCE BANCORP COM 957638109 23,264 408,136 SH   SOLE   408,136 0 0
WESTROCK CO COM 96145D105 11,096 258,578 SH   SOLE   258,326 0 252
WILLIS TOWERS WATSON PUB LTD SHS G96629103 54,247 268,631 SH   SOLE   267,658 0 973
WINTRUST FINL CORP COM 97650W108 25,069 353,582 SH   SOLE   353,582 0 0
WOLVERINE WORLD WIDE INC COM 978097103 21,177 627,642 SH   SOLE   627,642 0 0
WPX ENERGY INC COM 98212B103 26,225 1,908,670 SH   SOLE   1,908,670 0 0
WSFS FINL CORP COM 929328102 12,032 273,512 SH   SOLE   273,512 0 0
XCEL ENERGY INC COM 98389B100 52,272 823,308 SH   SOLE   819,342 0 3,966
YELP INC CL A 985817105 33,301 956,090 SH   SOLE   956,090 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 33,499 131,142 SH   SOLE   131,142 0 0
ZIONS BANCORPORATION N A COM 989701107 50,200 966,881 SH   SOLE   966,624 0 257
ZOETIS INC CL A 98978V103 532 4,016 SH   SOLE   4,016 0 0