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
AAR CORP COM 000361105 29,284 629,894 SH   SOLE   629,894 0 0
AARONS INC COM PAR $0.50 002535300 4,541 104,516 SH   SOLE   104,516 0 0
ABBOTT LABS COM 002824100 955 15,652 SH   SOLE   15,652 0 0
ABBVIE INC COM 00287Y109 56,821 613,279 SH   SOLE   603,227 0 10,052
ABM INDS INC COM 000957100 5,246 179,772 SH   SOLE   179,772 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 39,327 961,308 SH   SOLE   961,308 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 986 49,392 SH   SOLE   49,392 0 0
ACXIOM CORP COM 005125109 41,141 1,373,640 SH   SOLE   1,373,640 0 0
ADTALEM GLOBAL ED INC COM 00737L103 42,325 879,936 SH   SOLE   879,936 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 22,042 747,445 SH   SOLE   747,445 0 0
AG MTG INVT TR INC COM 001228105 6,847 364,383 SH   SOLE   364,383 0 0
AGREE REALTY CORP COM 008492100 1,343 25,442 SH   SOLE   25,442 0 0
AIR PRODS & CHEMS INC COM 009158106 55,384 355,639 SH   SOLE   349,875 0 5,764
AIR TRANSPORT SERVICES GRP I COM 00922R105 6,923 306,484 SH   SOLE   306,484 0 0
AIRCASTLE LTD COM G0129K104 37,500 1,829,292 SH   SOLE   1,829,292 0 0
ALASKA AIR GROUP INC COM 011659109 9,119 151,006 SH   SOLE   145,635 0 5,371
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 29,531 234,059 SH   SOLE   233,196 0 863
ALLEGHANY CORP DEL COM 017175100 29,245 50,863 SH   SOLE   50,863 0 0
ALLERGAN PLC SHS G0177J108 43,976 263,770 SH   SOLE   258,774 0 4,995
ALLETE INC COM NEW 018522300 17,690 228,521 SH   SOLE   228,521 0 0
ALLSTATE CORP COM 020002101 28,005 306,830 SH   SOLE   305,607 0 1,223
ALPHABET INC CAP STK CL C 02079K107 16,322 14,630 SH   SOLE   13,982 0 648
ALPHABET INC CAP STK CL A 02079K305 34,549 30,596 SH   SOLE   29,392 0 1,204
AMAZON COM INC COM 023135106 67,253 39,565 SH   SOLE   37,997 0 1,568
AMBARELLA INC SHS G037AX101 17,236 446,404 SH   SOLE   446,404 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 8,999 565,954 SH   SOLE   565,954 0 0
AMEDISYS INC COM 023436108 38,223 447,262 SH   SOLE   447,262 0 0
AMEREN CORP COM 023608102 18,354 301,624 SH   SOLE   290,765 0 10,859
AMERICAN ELEC PWR INC COM 025537101 32,220 465,273 SH   SOLE   463,386 0 1,887
AMERICAN EXPRESS CO COM 025816109 55,009 561,320 SH   SOLE   552,286 0 9,034
AMERICAN TOWER CORP NEW COM 03027X100 21,634 150,063 SH   SOLE   144,149 0 5,914
AMERICAN WOODMARK CORPORATIO COM 030506109 30,083 328,600 SH   SOLE   328,600 0 0
AMERIPRISE FINL INC COM 03076C106 27,698 198,009 SH   SOLE   197,162 0 847
AMGEN INC COM 031162100 741 4,015 SH   SOLE   4,015 0 0
AMICUS THERAPEUTICS INC COM 03152W109 3,679 235,513 SH   SOLE   235,513 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 30,246 516,140 SH   SOLE   516,140 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 5,018 328,841 SH   SOLE   328,841 0 0
ANALOG DEVICES INC COM 032654105 20,927 218,172 SH   SOLE   209,525 0 8,646
ANGIODYNAMICS INC COM 03475V101 2,173 97,729 SH   SOLE   97,729 0 0
APOLLO COML REAL EST FIN INC COM 03762U105 5,398 295,319 SH   SOLE   295,319 0 0
APPLE INC COM 037833100 51,693 279,256 SH   SOLE   267,807 0 11,449
ARAMARK COM 03852U106 31,176 840,311 SH   SOLE   840,311 0 0
ARCBEST CORP COM 03937C105 2,217 48,503 SH   SOLE   48,503 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 14,848 255,342 SH   SOLE   255,342 0 0
ARMADA HOFFLER PPTYS INC COM 04208T108 5,172 347,114 PRN   SOLE   347,114 0 0
ASPEN TECHNOLOGY INC COM 045327103 10,692 115,285 SH   SOLE   115,285 0 0
AT&T INC COM 00206R102 87,837 2,735,507 SH   SOLE   2,704,358 0 31,149
BANK AMER CORP COM 060505104 133,539 4,737,085 SH   SOLE   4,670,664 0 66,421
BANK NEW YORK MELLON CORP COM 064058100 583 10,810 SH   SOLE   10,810 0 0
BARNES GROUP INC COM 067806109 2,518 42,758 SH   SOLE   42,758 0 0
BEACON ROOFING SUPPLY INC COM 073685109 21,723 509,688 SH   SOLE   509,688 0 0
BELDEN INC COM 077454106 10,263 167,910 SH   SOLE   167,910 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,841 106,300 SH   SOLE   105,856 0 444
BERKSHIRE HILLS BANCORP INC COM 084680107 9,812 241,674 SH   SOLE   241,674 0 0
BIG LOTS INC COM 089302103 20,186 483,146 SH   SOLE   483,146 0 0
BIOGEN INC COM 09062X103 45,243 155,884 SH   SOLE   153,412 0 2,472
BIOSCRIP INC COM 09069N108 3,486 1,189,591 SH   SOLE   1,189,591 0 0
BIOTELEMETRY INC COM 090672106 2,049 45,524 SH   SOLE   45,524 0 0
BJS RESTAURANTS INC COM 09180C106 28,901 481,684 SH   SOLE   481,684 0 0
BLACK HILLS CORP COM 092113109 30,674 501,124 SH   SOLE   501,124 0 0
BLOOMIN BRANDS INC COM 094235108 29,227 1,454,071 SH   SOLE   1,454,071 0 0
BLUEBIRD BIO INC COM 09609G100 471 3,002 SH   SOLE   3,002 0 0
BORGWARNER INC COM 099724106 50,836 1,177,861 SH   SOLE   1,160,505 0 17,356
BOTTOMLINE TECH DEL INC COM 101388106 35,360 709,622 SH   SOLE   709,622 0 0
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 14,317 1,003,996 SH   SOLE   1,003,996 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 452 8,169 SH   SOLE   8,169 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 1,751 100,453 SH   SOLE   100,453 0 0
BROADCOM INC COM 11135F101 47,809 197,035 SH   SOLE   192,938 0 4,097
CABOT MICROELECTRONICS CORP COM 12709P103 3,891 36,179 SH   SOLE   36,179 0 0
CACI INTL INC CL A 127190304 19,662 116,654 SH   SOLE   116,654 0 0
CALERES INC COM 129500104 3,363 97,799 SH   SOLE   97,799 0 0
CAMDEN NATL CORP COM 133034108 2,646 57,885 SH   SOLE   57,885 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 12,918 517,128 SH   SOLE   517,128 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 6,042 675,053 SH   SOLE   675,053 0 0
CARDTRONICS PLC SHS CL A G1991C105 12,506 517,210 SH   SOLE   517,210 0 0
CATERPILLAR INC DEL COM 149123101 40,870 301,246 SH   SOLE   294,797 0 6,449
CATHAY GEN BANCORP COM 149150104 13,365 330,092 SH   SOLE   330,092 0 0
CENTERSTATE BK CORP COM 15201P109 12,143 407,200 SH   SOLE   407,200 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 41,538 1,026,400 SH   SOLE   1,026,400 0 0
CHARLES RIV LABS INTL INC COM 159864107 28,670 255,386 SH   SOLE   255,386 0 0
CHEMICAL FINL CORP COM 163731102 42,130 756,774 SH   SOLE   756,774 0 0
CHEMOURS CO COM 163851108 20,232 456,092 SH   SOLE   456,092 0 0
CHEVRON CORP NEW COM 166764100 92,615 732,546 SH   SOLE   725,584 0 6,962
CHILDRENS PL INC COM 168905107 29,792 246,624 SH   SOLE   246,624 0 0
CHUBB LIMITED COM H1467J104 68,094 536,092 SH   SOLE   528,859 0 7,233
CIENA CORP COM NEW 171779309 29,912 1,128,334 SH   SOLE   1,128,334 0 0
CISCO SYS INC COM 17275R102 98,746 2,294,809 SH   SOLE   2,259,254 0 35,555
CMS ENERGY CORP COM 125896100 16,993 359,412 SH   SOLE   359,412 0 0
CNO FINL GROUP INC COM 12621E103 1,618 84,995 SH   SOLE   84,995 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 21,425 271,228 SH   SOLE   260,467 0 10,761
COMCAST CORP NEW CL A 20030N101 51,424 1,567,334 SH   SOLE   1,538,828 0 28,506
COMMERCIAL METALS CO COM 201723103 18,052 855,131 SH   SOLE   855,131 0 0
COMMVAULT SYSTEMS INC COM 204166102 29,765 452,011 SH   SOLE   452,011 0 0
CONMED CORP COM 207410101 4,156 56,771 SH   SOLE   56,771 0 0
CONOCOPHILLIPS COM 20825C104 51,593 741,062 SH   SOLE   736,461 0 4,601
COOPER COS INC COM NEW 216648402 30,077 127,742 SH   SOLE   127,742 0 0
COOPER STD HLDGS INC COM 21676P103 44,264 338,747 SH   SOLE   338,747 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 2,385 50,281 SH   SOLE   50,281 0 0
COSTCO WHSL CORP NEW COM 22160K105 16,270 77,856 SH   SOLE   74,797 0 3,059
CSG SYS INTL INC COM 126349109 4,827 118,100 SH   SOLE   118,100 0 0
CUMMINS INC COM 231021106 14,037 105,539 SH   SOLE   101,854 0 3,685
DANAHER CORP DEL COM 235851102 21,047 213,290 SH   SOLE   212,353 0 937
DCT INDUSTRIAL TRUST INC COM NEW 233153204 28,532 427,574 SH   SOLE   427,574 0 0
DEERE & CO COM 244199105 18,613 133,139 SH   SOLE   128,156 0 4,983
DELEK US HLDGS INC NEW COM 24665A103 781 15,563 SH   SOLE   15,563 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 44,838 905,090 SH   SOLE   894,108 0 10,982
DELUXE CORP COM 248019101 35,698 539,164 SH   SOLE   539,164 0 0
DIAMONDBACK ENERGY INC COM 25278X109 876 6,660 SH   SOLE   6,660 0 0
DISCOVER FINL SVCS COM 254709108 61,053 867,114 SH   SOLE   854,665 0 12,448
DISNEY WALT CO COM DISNEY 254687106 55,544 529,947 SH   SOLE   517,710 0 12,237
DOUGLAS EMMETT INC COM 25960P109 23,451 583,648 SH   SOLE   583,648 0 0
DOWDUPONT INC COM 26078J100 24,842 376,848 SH   SOLE   361,368 0 15,480
DTE ENERGY CO COM 233331107 25,857 249,515 SH   SOLE   248,426 0 1,089
E TRADE FINANCIAL CORP COM NEW 269246401 50,579 826,993 SH   SOLE   813,262 0 13,731
EAGLE PHARMACEUTICALS INC COM 269796108 30,835 407,551 SH   SOLE   407,551 0 0
EAST WEST BANCORP INC COM 27579R104 29,698 455,490 SH   SOLE   455,490 0 0
EBAY INC COM 278642103 46,916 1,293,864 SH   SOLE   1,273,373 0 20,491
ELECTRONIC ARTS INC COM 285512109 17,168 121,742 SH   SOLE   116,993 0 4,749
EMCOR GROUP INC COM 29084Q100 43,361 569,193 SH   SOLE   569,193 0 0
ENCOMPASS HEALTH CORP COM 29261A100 19,699 290,885 SH   SOLE   290,885 0 0
ENERGEN CORP COM 29265N108 57,394 788,161 SH   SOLE   786,893 0 1,268
ENERSYS COM 29275Y102 9,478 126,978 SH   SOLE   126,978 0 0
ENPRO INDS INC COM 29355X107 14,877 212,675 SH   SOLE   212,675 0 0
ENTEGRIS INC COM 29362U104 10,389 306,458 SH   SOLE   306,458 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 13,943 258,443 SH   SOLE   258,443 0 0
EOG RES INC COM 26875P101 70,280 564,813 SH   SOLE   557,104 0 7,709
EQUITY LIFESTYLE PPTYS INC COM 29472R108 56,408 613,795 SH   SOLE   612,442 0 1,353
ESPERION THERAPEUTICS INC NE COM 29664W105 930 23,737 SH   SOLE   23,737 0 0
EURONET WORLDWIDE INC COM 298736109 21,064 251,445 SH   SOLE   251,445 0 0
EVEREST RE GROUP LTD COM G3223R108 32,640 141,617 SH   SOLE   141,617 0 0
EXTERRAN CORP COM 30227H106 2,477 98,919 SH   SOLE   98,919 0 0
EXXON MOBIL CORP COM 30231G102 59,703 721,671 SH   SOLE   710,980 0 10,691
FACEBOOK INC CL A 30303M102 44,815 230,625 SH   SOLE   221,339 0 9,286
FIBROGEN INC COM 31572Q808 9,342 149,239 SH   SOLE   149,239 0 0
FINANCIAL ENGINES INC COM 317485100 14,397 320,649 SH   SOLE   320,649 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 19,000 569,895 SH   SOLE   569,895 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 5,732 135,819 SH   SOLE   135,819 0 0
FIRST MERCHANTS CORP COM 320817109 13,668 294,578 SH   SOLE   294,578 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 13,113 514,853 SH   SOLE   514,853 0 0
FIRSTCASH INC COM 33767D105 4,041 44,974 SH   SOLE   44,974 0 0
FNB CORP PA COM 302520101 29,731 2,215,440 SH   SOLE   2,215,440 0 0
FOOT LOCKER INC COM 344849104 20,573 390,750 SH   SOLE   376,846 0 13,905
GENERAC HLDGS INC COM 368736104 32,938 636,725 SH   SOLE   636,725 0 0
GILEAD SCIENCES INC COM 375558103 54,720 772,438 SH   SOLE   758,948 0 13,490
GLU MOBILE INC COM 379890106 11,924 1,860,261 SH   SOLE   1,860,261 0 0
GOLDEN ENTMT INC COM 381013101 4,415 163,567 SH   SOLE   163,567 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 25,398 1,750,383 SH   SOLE   1,750,383 0 0
GREEN DOT CORP CL A 39304D102 47,119 642,030 SH   SOLE   642,030 0 0
GRUBHUB INC COM 400110102 15,648 149,155 SH   SOLE   149,155 0 0
HAEMONETICS CORP COM 405024100 3,452 38,493 SH   SOLE   38,493 0 0
HALLIBURTON CO COM 406216101 23,533 522,270 SH   SOLE   520,015 0 2,255
HANOVER INS GROUP INC COM 410867105 21,953 183,617 SH   SOLE   183,617 0 0
HARSCO CORP COM 415864107 29,073 1,315,498 SH   SOLE   1,315,498 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 6,422 770,963 SH   SOLE   770,963 0 0
HERITAGE FINL CORP WASH COM 42722X106 3,648 104,682 SH   SOLE   104,682 0 0
HERITAGE INS HLDGS INC COM 42727J102 6,862 411,639 SH   SOLE   411,639 0 0
HERSHEY CO COM 427866108 14,389 154,618 SH   SOLE   154,019 0 599
HIGHWOODS PPTYS INC COM 431284108 56,691 1,117,508 SH   SOLE   1,104,703 0 12,805
HILL ROM HLDGS INC COM 431475102 55,193 631,937 SH   SOLE   630,338 0 1,599
HILLTOP HOLDINGS INC COM 432748101 3,010 136,386 SH   SOLE   136,386 0 0
HOME BANCSHARES INC COM 436893200 1,651 73,166 SH   SOLE   73,166 0 0
HOME DEPOT INC COM 437076102 52,327 268,206 SH   SOLE   261,985 0 6,220
HONEYWELL INTL INC COM 438516106 49,275 342,067 SH   SOLE   335,531 0 6,535
HORIZON BANCORP INC COM 440407104 2,561 123,771 SH   SOLE   123,771 0 0
HORIZON PHARMA PLC SHS G4617B105 27,841 1,681,191 SH   SOLE   1,681,191 0 0
HORTONWORKS INC COM 440894103 1,796 98,589 SH   SOLE   98,589 0 0
HOSTESS BRANDS INC CL A 44109J106 26,316 1,935,013 SH   SOLE   1,935,013 0 0
HUBBELL INC COM 443510607 13,569 128,323 SH   SOLE   128,323 0 0
HUBSPOT INC COM 443573100 1,907 15,206 SH   SOLE   15,206 0 0
HUDSON PAC PPTYS INC COM 444097109 22,777 642,875 SH   SOLE   642,875 0 0
HUNTINGTON BANCSHARES INC COM 446150104 65,237 4,419,853 SH   SOLE   4,362,859 0 56,994
IBERIABANK CORP COM 450828108 38,647 509,858 SH   SOLE   509,858 0 0
ICF INTL INC COM 44925C103 17,707 249,219 SH   SOLE   249,219 0 0
ICU MED INC COM 44930G107 1,537 5,235 SH   SOLE   5,235 0 0
IMPERVA INC COM 45321L100 28,682 594,441 SH   SOLE   594,441 0 0
INDEPENDENT BANK CORP MICH COM NEW 453838609 6,036 236,696 SH   SOLE   236,696 0 0
INSIGHT ENTERPRISES INC COM 45765U103 3,176 64,901 SH   SOLE   64,901 0 0
INSPERITY INC COM 45778Q107 63,558 667,271 SH   SOLE   667,271 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 8,639 270,975 SH   SOLE   270,975 0 0
INTEL CORP COM 458140100 25,072 504,359 SH   SOLE   486,072 0 18,287
INTERCONTINENTAL EXCHANGE IN COM 45866F104 53,656 729,516 SH   SOLE   717,928 0 11,588
INVESCO MORTGAGE CAPITAL INC COM 46131B100 3,101 195,035 SH   SOLE   195,035 0 0
INVESTORS BANCORP INC NEW COM 46146L101 1,250 97,762 SH   SOLE   97,762 0 0
IONIS PHARMACEUTICALS INC COM 462222100 11,793 283,000 SH   SOLE   283,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 2,238 27,586 SH   SOLE   27,586 0 0
IROBOT CORP COM 462726100 22,112 291,824 SH   SOLE   291,824 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 259 2,133 SH   SOLE   1,984 0 149
ISHARES TR RUS 2000 VAL ETF 464287630 1,586 12,020 SH   SOLE   12,020 0 0
ITT INC COM 45073V108 26,284 502,857 SH   SOLE   502,857 0 0
J & J SNACK FOODS CORP COM 466032109 20,222 132,629 SH   SOLE   132,629 0 0
J2 GLOBAL INC COM 48123V102 37,609 434,237 SH   SOLE   434,237 0 0
JETBLUE AIRWAYS CORP COM 477143101 1,222 64,371 SH   SOLE   64,371 0 0
JOHNSON & JOHNSON COM 478160104 71,759 591,387 SH   SOLE   584,878 0 6,509
JPMORGAN CHASE & CO COM 46625H100 155,020 1,487,720 SH   SOLE   1,464,048 0 23,672
KAISER ALUMINUM CORP COM PAR $0.01 483007704 31,266 300,313 SH   SOLE   300,313 0 0
KIRBY CORP COM 497266106 15,070 180,263 SH   SOLE   180,263 0 0
KNOWLES CORP COM 49926D109 4,220 275,848 SH   SOLE   275,848 0 0
KRATON CORPORATION COM 50077C106 41,423 897,767 SH   SOLE   897,767 0 0
KROGER CO COM 501044101 19,053 669,703 SH   SOLE   645,950 0 23,753
LABORATORY CORP AMER HLDGS COM NEW 50540R409 56,307 313,637 SH   SOLE   308,665 0 4,972
LAMB WESTON HLDGS INC COM 513272104 28,358 413,922 SH   SOLE   413,922 0 0
LAREDO PETROLEUM INC COM 516806106 7,242 752,800 SH   SOLE   752,800 0 0
LAUDER ESTEE COS INC CL A 518439104 11,043 77,391 SH   SOLE   74,637 0 2,754
LEAR CORP COM NEW 521865204 2,216 11,929 SH   SOLE   11,831 0 98
LHC GROUP INC COM 50187A107 45,616 532,963 SH   SOLE   532,963 0 0
LIFE STORAGE INC COM 53223X107 20,458 210,234 SH   SOLE   210,234 0 0
LILLY ELI & CO COM 532457108 45,511 533,351 SH   SOLE   520,328 0 13,023
LITHIA MTRS INC CL A 536797103 21,101 223,127 SH   SOLE   223,127 0 0
LITTELFUSE INC COM 537008104 1,481 6,492 SH   SOLE   6,492 0 0
LIVANOVA PLC SHS G5509L101 42,106 421,818 SH   SOLE   421,818 0 0
LOGMEIN INC COM 54142L109 18,192 176,191 SH   SOLE   176,191 0 0
LULULEMON ATHLETICA INC COM 550021109 217 1,739 SH   SOLE   1,739 0 0
LYDALL INC DEL COM 550819106 13,595 311,460 SH   SOLE   311,460 0 0
MADDEN STEVEN LTD COM 556269108 27,045 509,317 SH   SOLE   509,317 0 0
MANPOWERGROUP INC COM 56418H100 9,295 108,011 SH   SOLE   108,011 0 0
MARATHON PETE CORP COM 56585A102 61,154 871,639 SH   SOLE   859,526 0 12,114
MARKETAXESS HLDGS INC COM 57060D108 14,726 74,426 SH   SOLE   74,426 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 28,025 248,096 SH   SOLE   248,096 0 0
MASIMO CORP COM 574795100 5,162 52,858 SH   SOLE   52,858 0 0
MASONITE INTL CORP NEW COM 575385109 1,864 25,940 SH   SOLE   25,940 0 0
MASTEC INC COM 576323109 43,710 861,274 SH   SOLE   861,274 0 0
MATADOR RES CO COM 576485205 1,677 55,792 SH   SOLE   55,792 0 0
MAXLINEAR INC COM 57776J100 1,003 64,322 SH   SOLE   64,322 0 0
MEDTRONIC PLC SHS G5960L103 54,231 633,469 SH   SOLE   620,253 0 13,216
MERIT MED SYS INC COM 589889104 28,837 563,219 SH   SOLE   563,219 0 0
MERITOR INC COM 59001K100 27,826 1,352,733 SH   SOLE   1,352,733 0 0
MFA FINL INC COM 55272X102 2,777 366,311 SH   SOLE   366,311 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 29,039 436,014 SH   SOLE   436,014 0 0
MICROSOFT CORP COM 594918104 127,784 1,295,857 SH   SOLE   1,262,176 0 33,681
MID AMER APT CMNTYS INC COM 59522J103 12,501 124,181 SH   SOLE   124,181 0 0
MILACRON HLDGS CORP COM 59870L106 9,667 510,668 SH   SOLE   510,668 0 0
MINERALS TECHNOLOGIES INC COM 603158106 2,643 35,077 SH   SOLE   35,077 0 0
MKS INSTRUMENT INC COM 55306N104 21,554 225,227 SH   SOLE   225,227 0 0
MOELIS & CO CL A 60786M105 18,476 315,017 SH   SOLE   315,017 0 0
MOLINA HEALTHCARE INC COM 60855R100 33,557 342,633 SH   SOLE   342,633 0 0
MORGAN STANLEY COM NEW 617446448 28,221 595,390 SH   SOLE   592,932 0 2,458
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 11,855 384,642 SH   SOLE   384,642 0 0
NEKTAR THERAPEUTICS COM 640268108 6,940 142,133 SH   SOLE   142,133 0 0
NETFLIX INC COM 64110L106 12,465 31,847 SH   SOLE   30,586 0 1,261
NETGEAR INC COM 64111Q104 37,732 603,719 SH   SOLE   603,719 0 0
NEWFIELD EXPL CO COM 651290108 13,875 458,680 SH   SOLE   458,680 0 0
NOBLE ENERGY INC COM 655044105 39,381 1,116,234 SH   SOLE   1,094,093 0 22,141
NORTHROP GRUMMAN CORP COM 666807102 58,105 188,835 SH   SOLE   185,620 0 3,215
NUANCE COMMUNICATIONS INC COM 67020Y100 10,800 778,084 SH   SOLE   778,084 0 0
NUCOR CORP COM 670346105 18,681 298,892 SH   SOLE   297,470 0 1,422
NUVASIVE INC COM 670704105 26,968 517,426 SH   SOLE   517,426 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 25,075 299,654 SH   SOLE   287,942 0 11,712
OLD NATL BANCORP IND COM 680033107 14,853 798,527 SH   SOLE   798,527 0 0
ON SEMICONDUCTOR CORP COM 682189105 34,141 1,535,752 SH   SOLE   1,526,976 0 8,776
ORACLE CORP COM 68389X105 79,751 1,810,056 SH   SOLE   1,784,240 0 25,816
OWENS CORNING NEW COM 690742101 64,989 1,025,539 SH   SOLE   1,017,127 0 8,412
PACIFIC PREMIER BANCORP COM 69478X105 5,789 151,745 SH   SOLE   151,745 0 0
PACWEST BANCORP DEL COM 695263103 28,749 581,725 SH   SOLE   581,725 0 0
PARKER HANNIFIN CORP COM 701094104 32,206 206,646 SH   SOLE   205,095 0 1,551
PATTERSON COMPANIES INC COM 703395103 12,205 538,378 SH   SOLE   538,378 0 0
PDC ENERGY INC COM 69327R101 42,343 700,470 SH   SOLE   700,470 0 0
PEPSICO INC COM 713448108 41,603 382,130 SH   SOLE   380,110 0 2,020
PERFICIENT INC COM 71375U101 8,104 307,331 SH   SOLE   307,331 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 43,422 1,183,170 SH   SOLE   1,183,170 0 0
PERKINELMER INC COM 714046109 22,456 306,652 SH   SOLE   306,652 0 0
PFIZER INC COM 717081103 84,159 2,319,712 SH   SOLE   2,286,229 0 33,483
POLYONE CORP COM 73179P106 30,585 707,660 SH   SOLE   707,660 0 0
POOL CORPORATION COM 73278L105 17,220 113,662 SH   SOLE   113,662 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 23,711 554,520 SH   SOLE   554,520 0 0
POST HLDGS INC COM 737446104 13,015 151,302 SH   SOLE   151,237 0 65
POTLATCHDELTIC CORPORATION COM 737630103 27,261 536,113 SH   SOLE   536,113 0 0
POWER INTEGRATIONS INC COM 739276103 4,135 56,605 SH   SOLE   56,605 0 0
PRA HEALTH SCIENCES INC COM 69354M108 23,014 246,506 SH   SOLE   246,506 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 8,533 138,837 SH   SOLE   138,837 0 0
PROCTER AND GAMBLE CO COM 742718109 70,857 907,720 SH   SOLE   890,539 0 17,181
PROLOGIS INC COM 74340W103 44,963 684,476 SH   SOLE   681,682 0 2,794
PS BUSINESS PKS INC CALIF COM 69360J107 29,976 233,279 SH   SOLE   233,279 0 0
PTC INC COM 69370C100 13,694 145,975 SH   SOLE   145,975 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 63,524 1,173,337 SH   SOLE   1,154,985 0 18,352
PUMA BIOTECHNOLOGY INC COM 74587V107 1,856 31,372 SH   SOLE   31,372 0 0
PVH CORP COM 693656100 30,756 205,421 SH   SOLE   202,018 0 3,403
QCR HOLDINGS INC COM 74727A104 2,717 57,256 SH   SOLE   57,256 0 0
QEP RES INC COM 74733V100 7,306 595,910 SH   SOLE   595,910 0 0
QUALCOMM INC COM 747525103 19,629 349,759 SH   SOLE   348,178 0 1,581
QUANTA SVCS INC COM 74762E102 19,920 596,420 SH   SOLE   593,836 0 2,584
QUIDEL CORP COM 74838J101 25,441 382,565 SH   SOLE   382,565 0 0
RADIAN GROUP INC COM 750236101 37,389 2,305,111 SH   SOLE   2,305,111 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 1,310 14,665 SH   SOLE   14,577 0 88
RAYTHEON CO COM NEW 755111507 44,478 230,239 SH   SOLE   229,249 0 990
REALPAGE INC COM 75606N109 41,928 760,947 SH   SOLE   760,947 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 2,220 47,632 SH   SOLE   47,632 0 0
REVANCE THERAPEUTICS INC COM 761330109 1,141 41,552 SH   SOLE   41,552 0 0
REXNORD CORP NEW COM 76169B102 27,980 962,829 SH   SOLE   962,829 0 0
RINGCENTRAL INC CL A 76680R206 2,316 32,924 SH   SOLE   32,924 0 0
ROGERS CORP COM 775133101 17,954 161,076 SH   SOLE   161,076 0 0
RYDER SYS INC COM 783549108 21,924 305,087 SH   SOLE   305,087 0 0
SAIA INC COM 78709Y105 14,797 183,021 SH   SOLE   183,021 0 0
SANMINA CORPORATION COM 801056102 3,064 104,584 SH   SOLE   104,584 0 0
SERVICE CORP INTL COM 817565104 30,117 841,483 SH   SOLE   841,483 0 0
SHUTTERFLY INC COM 82568P304 2,689 29,867 SH   SOLE   29,867 0 0
SILICON LABORATORIES INC COM 826919102 38,163 383,160 SH   SOLE   383,160 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 32,475 1,086,118 SH   SOLE   1,086,118 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 28,337 881,399 SH   SOLE   881,399 0 0
SKYWEST INC COM 830879102 38,248 736,959 SH   SOLE   736,959 0 0
SLEEP NUMBER CORP COM 83125X103 26,979 929,676 SH   SOLE   929,676 0 0
SONIC CORP COM 835451105 30,398 883,139 SH   SOLE   883,139 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 13,046 171,049 SH   SOLE   171,049 0 0
SP PLUS CORP COM 78469C103 7,320 196,780 SH   SOLE   196,780 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 807 2,975 SH   SOLE   779 0 2,196
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 19,724 229,588 SH   SOLE   229,588 0 0
SPX CORP COM 784635104 41,420 1,181,749 SH   SOLE   1,181,749 0 0
STANLEY BLACK & DECKER INC COM 854502101 35,616 268,171 SH   SOLE   262,114 0 6,057
STATE BK FINL CORP COM 856190103 4,958 148,434 SH   SOLE   148,434 0 0
STATE STR CORP COM 857477103 70,283 754,997 SH   SOLE   743,640 0 11,357
STEEL DYNAMICS INC COM 858119100 18,429 401,062 SH   SOLE   401,062 0 0
STERIS PLC SHS USD G84720104 755 7,187 SH   SOLE   7,187 0 0
STIFEL FINL CORP COM 860630102 9,963 190,678 SH   SOLE   190,678 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 16,054 965,942 SH   SOLE   965,942 0 0
SUNTRUST BKS INC COM 867914103 42,874 649,398 SH   SOLE   645,541 0 3,857
SUPERNUS PHARMACEUTICALS INC COM 868459108 51,299 857,120 SH   SOLE   857,120 0 0
SYNEOS HEALTH INC CL A 87166B102 8,971 191,285 SH   SOLE   191,285 0 0
SYNNEX CORP COM 87162W100 8,077 83,687 SH   SOLE   83,687 0 0
SYNOPSYS INC COM 871607107 20,078 234,639 SH   SOLE   234,639 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 18,796 158,803 SH   SOLE   158,803 0 0
TECHNIPFMC PLC COM G87110105 12,007 378,277 SH   SOLE   363,420 0 14,858
TELEFLEX INC COM 879369106 26,683 99,487 SH   SOLE   99,487 0 0
TETRA TECH INC NEW COM 88162G103 1,857 31,737 SH   SOLE   31,737 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 27,943 305,391 SH   SOLE   305,391 0 0
TEXAS ROADHOUSE INC COM 882681109 43,280 660,658 SH   SOLE   660,658 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 55,766 269,220 SH   SOLE   263,718 0 5,502
TIFFANY & CO NEW COM 886547108 18,274 138,860 SH   SOLE   133,103 0 5,757
TIVO CORP COM 88870P106 21,105 1,569,180 SH   SOLE   1,569,180 0 0
TOPBUILD CORP COM 89055F103 39,504 504,269 SH   SOLE   504,269 0 0
TRAVELERS COMPANIES INC COM 89417E109 42,766 349,561 SH   SOLE   342,940 0 6,621
TRIMAS CORP COM NEW 896215209 5,613 190,930 SH   SOLE   190,930 0 0
TRINSEO S A SHS L9340P101 19,660 277,099 SH   SOLE   277,099 0 0
TRUEBLUE INC COM 89785X101 7,682 285,028 SH   SOLE   285,028 0 0
TYSON FOODS INC CL A 902494103 62,537 908,308 SH   SOLE   894,869 0 13,439
U S CONCRETE INC COM NEW 90333L201 20,671 393,732 SH   SOLE   393,732 0 0
U S SILICA HLDGS INC COM 90346E103 12,188 474,408 SH   SOLE   474,408 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 2,250 29,267 SH   SOLE   29,267 0 0
UMPQUA HLDGS CORP COM 904214103 1,214 53,732 SH   SOLE   53,732 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 12,886 420,165 SH   SOLE   420,165 0 0
UNITEDHEALTH GROUP INC COM 91324P102 70,173 286,021 SH   SOLE   279,088 0 6,933
UNIVERSAL ELECTRS INC COM 913483103 777 23,511 SH   SOLE   23,511 0 0
UNIVERSAL FST PRODS INC COM 913543104 12,977 354,362 SH   SOLE   354,362 0 0
VALERO ENERGY CORP NEW COM 91913Y100 426 3,842 SH   SOLE   3,842 0 0
VANDA PHARMACEUTICALS INC COM 921659108 8,573 450,021 SH   SOLE   450,021 0 0
VERINT SYS INC COM 92343X100 18,360 413,970 SH   SOLE   413,970 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 81,297 1,615,921 SH   SOLE   1,590,259 0 25,662
VIACOM INC NEW CL B 92553P201 44,569 1,477,767 SH   SOLE   1,461,389 0 16,378
VIAD CORP COM NEW 92552R406 9,816 180,934 SH   SOLE   180,934 0 0
VIRTU FINL INC CL A 928254101 26,513 998,591 SH   SOLE   998,591 0 0
VIRTUSA CORP COM 92827P102 8,488 174,368 SH   SOLE   174,368 0 0
VISA INC COM CL A 92826C839 44,065 332,690 SH   SOLE   319,290 0 13,400
VISHAY INTERTECHNOLOGY INC COM 928298108 15,023 647,532 SH   SOLE   647,532 0 0
VONAGE HLDGS CORP COM 92886T201 38,739 3,005,356 SH   SOLE   3,005,356 0 0
WABASH NATL CORP COM 929566107 30,059 1,610,890 SH   SOLE   1,610,890 0 0
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 33,180 1,093,963 SH   SOLE   1,093,963 0 0
WASTE MGMT INC DEL COM 94106L109 64,243 789,807 SH   SOLE   778,564 0 11,243
WATSCO INC COM 942622200 31,185 174,921 SH   SOLE   174,921 0 0
WEB COM GROUP INC COM 94733A104 17,165 664,007 SH   SOLE   664,007 0 0
WELLS FARGO CO NEW COM 949746101 32,703 589,885 SH   SOLE   587,308 0 2,577
WERNER ENTERPRISES INC COM 950755108 9,533 253,880 SH   SOLE   253,880 0 0
WESTERN ALLIANCE BANCORP COM 957638109 18,739 331,013 SH   SOLE   331,013 0 0
WESTLAKE CHEM CORP COM 960413102 27,331 253,936 SH   SOLE   252,911 0 1,025
WESTROCK CO COM 96145D105 16,320 286,214 SH   SOLE   285,485 0 729
WILDHORSE RESOURCE DEV CORP COM 96812T102 7,985 314,856 PRN   SOLE   314,856 0 0
WINTRUST FINL CORP COM 97650W108 33,199 381,383 SH   SOLE   381,383 0 0
WOLVERINE WORLD WIDE INC COM 978097103 22,881 658,081 SH   SOLE   658,081 0 0
WSFS FINL CORP COM 929328102 13,995 262,575 SH   SOLE   262,575 0 0
XCEL ENERGY INC COM 98389B100 51,269 1,122,354 SH   SOLE   1,118,190 0 4,164
XPERI CORP COM 98421B100 9,398 583,751 SH   SOLE   583,751 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 6,055 602,531 SH   SOLE   602,531 0 0
ZIONS BANCORPORATION COM 989701107 34,136 647,869 SH   SOLE   647,869 0 0
ZOETIS INC CL A 98978V103 430 5,053 SH   SOLE   5,053 0 0