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 26,549 702,718 SH   SOLE   702,718 0 0
ABBOTT LABS COM 002824100 403 7,556 SH   SOLE   7,556 0 0
ABBVIE INC COM 00287Y109 860 9,682 SH   SOLE   9,682 0 0
ABM INDS INC COM 000957100 11,529 276,413 SH   SOLE   276,413 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 1,285 49,783 SH   SOLE   49,783 0 0
ACXIOM CORP COM 005125109 35,910 1,457,396 SH   SOLE   1,457,396 0 0
ADTALEM GLOBAL ED INC COM 00737L103 32,746 913,424 SH   SOLE   913,424 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 32,505 928,455 SH   SOLE   928,455 0 0
AG MTG INVT TR INC COM 001228105 8,548 444,289 SH   SOLE   444,289 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 555 8,652 SH   SOLE   8,652 0 0
AGREE REALTY CORP COM 008492100 1,510 30,767 SH   SOLE   30,767 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 12,347 507,253 SH   SOLE   507,253 0 0
AK STL HLDG CORP COM 001547108 4,427 791,997 SH   SOLE   791,997 0 0
ALASKA AIR GROUP INC COM 011659109 8,039 105,400 SH   SOLE   105,400 0 0
ALLEGHANY CORP DEL COM 017175100 28,313 51,105 SH   SOLE   51,105 0 0
ALLERGAN PLC SHS G0177J108 54,406 265,459 SH   SOLE   263,294 0 2,165
ALLETE INC COM NEW 018522300 19,645 254,171 SH   SOLE   254,171 0 0
ALLSTATE CORP COM 020002101 45,619 496,350 SH   SOLE   494,376 0 1,974
ALPHABET INC CAP STK CL C 02079K107 24,150 25,179 SH   SOLE   24,801 0 378
ALPHABET INC CAP STK CL A 02079K305 33,976 34,893 SH   SOLE   34,377 0 516
AMAZON COM INC COM 023135106 40,358 41,981 SH   SOLE   41,365 0 616
AMBARELLA INC SHS G037AX101 25,633 523,017 SH   SOLE   523,017 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 11,151 758,552 SH   SOLE   758,552 0 0
AMEDISYS INC COM 023436108 26,230 468,727 SH   SOLE   468,727 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 3,145 219,958 SH   SOLE   219,958 0 0
AMERICAN ELEC PWR INC COM 025537101 34,115 485,697 SH   SOLE   483,798 0 1,899
AMERICAN EXPRESS CO COM 025816109 54,929 607,209 SH   SOLE   602,360 0 4,849
AMERICAN WOODMARK CORP COM 030506109 32,310 335,692 SH   SOLE   335,692 0 0
AMERIPRISE FINL INC COM 03076C106 39,035 262,847 SH   SOLE   261,792 0 1,055
AMGEN INC COM 031162100 27,274 146,282 SH   SOLE   145,724 0 558
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 6,327 354,053 SH   SOLE   354,053 0 0
ANGIODYNAMICS INC COM 03475V101 2,022 118,312 SH   SOLE   118,312 0 0
APOLLO COML REAL EST FIN INC COM 03762U105 5,977 330,049 SH   SOLE   330,049 0 0
APPLE INC COM 037833100 75,828 492,002 SH   SOLE   484,658 0 7,344
APPLIED MATLS INC COM 038222105 24,346 467,386 SH   SOLE   460,329 0 7,057
ARAMARK COM 03852U106 30,401 748,612 SH   SOLE   748,612 0 0
ARCBEST CORP COM 03937C105 3,093 92,463 SH   SOLE   92,463 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 10,352 168,320 SH   SOLE   168,320 0 0
ASPEN TECHNOLOGY INC COM 045327103 18,675 297,330 SH   SOLE   297,330 0 0
AT&T INC COM 00206R102 118,083 3,014,615 SH   SOLE   2,992,910 0 21,705
AVISTA CORP COM 05379B107 19,590 378,407 SH   SOLE   378,407 0 0
BANK AMER CORP COM 060505104 128,743 5,080,622 SH   SOLE   5,046,731 0 33,891
BANK NEW YORK MELLON CORP COM 064058100 612 11,539 SH   SOLE   11,539 0 0
BANNER CORP COM NEW 06652V208 11,320 184,726 SH   SOLE   184,726 0 0
BARNES GROUP INC COM 067806109 48,910 694,348 SH   SOLE   694,348 0 0
BARRACUDA NETWORKS INC COM 068323104 21,815 900,328 SH   SOLE   900,328 0 0
BEACON ROOFING SUPPLY INC COM 073685109 27,595 538,440 SH   SOLE   538,440 0 0
BECTON DICKINSON & CO COM 075887109 577 2,946 SH   SOLE   2,946 0 0
BELDEN INC COM 077454106 9,356 116,175 SH   SOLE   116,175 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,671 112,758 SH   SOLE   112,310 0 448
BERKSHIRE HILLS BANCORP INC COM 084680107 11,527 297,479 SH   SOLE   297,479 0 0
BIG LOTS INC COM 089302103 26,968 503,408 SH   SOLE   503,408 0 0
BIOGEN INC COM 09062X103 44,945 143,539 SH   SOLE   142,269 0 1,270
BIOTELEMETRY INC COM 090672106 1,929 58,446 SH   SOLE   58,446 0 0
BLACK HILLS CORP COM 092113109 35,643 517,539 SH   SOLE   517,539 0 0
BLOOMIN BRANDS INC COM 094235108 26,568 1,509,523 SH   SOLE   1,509,523 0 0
BOFI HLDG INC COM 05566U108 1,696 59,586 SH   SOLE   59,586 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 13,844 370,267 SH   SOLE   368,193 0 2,074
BORGWARNER INC COM 099724106 56,713 1,107,034 SH   SOLE   1,098,523 0 8,511
BOTTOMLINE TECH DEL INC COM 101388106 15,977 501,933 SH   SOLE   501,933 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 385 6,036 SH   SOLE   6,036 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 12,811 681,424 SH   SOLE   681,424 0 0
BROADCOM LTD SHS Y09827109 48,446 199,743 SH   SOLE   197,891 0 1,852
CABOT MICROELECTRONICS CORP COM 12709P103 9,510 118,981 SH   SOLE   118,981 0 0
CACI INTL INC CL A 127190304 16,559 118,832 SH   SOLE   118,832 0 0
CALERES INC COM 129500104 3,406 111,604 SH   SOLE   111,604 0 0
CAMDEN NATL CORP COM 133034108 3,065 70,242 SH   SOLE   70,242 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 7,214 747,571 SH   SOLE   747,571 0 0
CARDTRONICS PLC SHS CL A G1991C105 10,765 467,837 SH   SOLE   467,837 0 0
CATHAY GEN BANCORP COM 149150104 14,064 349,844 SH   SOLE   349,844 0 0
CBS CORP NEW CL B 124857202 48,039 828,270 SH   SOLE   821,353 0 6,917
CELGENE CORP COM 151020104 69,447 476,248 SH   SOLE   472,079 0 4,169
CENTERSTATE BK CORP COM 15201P109 11,670 435,465 SH   SOLE   435,465 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 38,848 1,044,582 SH   SOLE   1,044,582 0 0
CHARLES RIV LABS INTL INC COM 159864107 34,543 319,780 SH   SOLE   319,780 0 0
CHART INDS INC COM PAR $0.01 16115Q308 9,982 254,440 SH   SOLE   254,440 0 0
CHEMOURS CO COM 163851108 30,574 604,107 SH   SOLE   604,107 0 0
CHEVRON CORP NEW COM 166764100 88,015 749,070 SH   SOLE   744,336 0 4,734
CHICOS FAS INC COM 168615102 15,822 1,767,838 SH   SOLE   1,767,838 0 0
CHILDRENS PL INC COM 168905107 30,838 261,005 SH   SOLE   261,005 0 0
CHUBB LIMITED COM H1467J104 81,713 573,223 SH   SOLE   569,125 0 4,098
CIENA CORP COM NEW 171779309 25,867 1,177,386 SH   SOLE   1,177,386 0 0
CISCO SYS INC COM 17275R102 41,577 1,236,311 SH   SOLE   1,229,445 0 6,866
CITIGROUP INC COM NEW 172967424 16,625 228,554 SH   SOLE   225,097 0 3,457
CMS ENERGY CORP COM 125896100 16,454 355,234 SH   SOLE   355,234 0 0
CNO FINL GROUP INC COM 12621E103 10,195 436,789 SH   SOLE   436,789 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 12,538 172,852 SH   SOLE   170,266 0 2,586
COMCAST CORP NEW CL A 20030N101 78,582 2,042,138 SH   SOLE   2,023,651 0 18,487
COMMVAULT SYSTEMS INC COM 204166102 31,295 514,727 SH   SOLE   514,727 0 0
CONMED CORP COM 207410101 2,819 53,721 SH   SOLE   53,721 0 0
CONOCOPHILLIPS COM 20825C104 59,669 1,192,181 SH   SOLE   1,182,147 0 10,034
COOPER COS INC COM NEW 216648402 30,021 126,611 SH   SOLE   126,611 0 0
COOPER STD HLDGS INC COM 21676P103 40,512 349,329 SH   SOLE   349,329 0 0
CUMMINS INC COM 231021106 50,157 298,496 SH   SOLE   296,039 0 2,457
DANAHER CORP DEL COM 235851102 45,642 532,089 SH   SOLE   527,445 0 4,644
DCT INDUSTRIAL TRUST INC COM NEW 233153204 24,936 430,522 SH   SOLE   430,522 0 0
DEERE & CO COM 244199105 281 2,239 SH   SOLE   2,239 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 63,175 1,310,143 SH   SOLE   1,300,424 0 9,719
DELUXE CORP COM 248019101 41,980 575,380 SH   SOLE   575,380 0 0
DIAMONDBACK ENERGY INC COM 25278X109 652 6,660 SH   SOLE   6,660 0 0
DIEBOLD NXDF INC COM 253651103 19,869 869,531 SH   SOLE   869,531 0 0
DIGITAL RLTY TR INC COM 253868103 5,603 47,354 SH   SOLE   47,354 0 0
DISCOVER FINL SVCS COM 254709108 39,036 605,393 SH   SOLE   602,893 0 2,500
DISNEY WALT CO COM DISNEY 254687106 37,364 379,056 SH   SOLE   377,487 0 1,569
DOUGLAS EMMETT INC COM 25960P109 22,949 582,158 SH   SOLE   582,158 0 0
DOWDUPONT INC COM 26078J100 84,701 1,223,483 SH   SOLE   1,213,896 0 9,587
DTE ENERGY CO COM 233331107 27,992 260,730 SH   SOLE   259,633 0 1,097
E TRADE FINANCIAL CORP COM NEW 269246401 42,087 965,076 SH   SOLE   957,521 0 7,555
EAGLE BANCORP INC MD COM 268948106 1,867 27,850 SH   SOLE   27,850 0 0
EAST WEST BANCORP INC COM 27579R104 27,430 458,847 SH   SOLE   458,847 0 0
EDISON INTL COM 281020107 43,043 557,759 SH   SOLE   555,528 0 2,231
ELECTRONIC ARTS INC COM 285512109 20,576 174,278 SH   SOLE   171,744 0 2,534
EMCOR GROUP INC COM 29084Q100 43,415 625,755 SH   SOLE   625,755 0 0
ENERGEN CORP COM 29265N108 39,169 716,336 SH   SOLE   714,376 0 1,960
ENERSYS COM 29275Y102 10,825 156,501 SH   SOLE   156,501 0 0
ENTEGRIS INC COM 29362U104 15,977 553,807 SH   SOLE   553,807 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 12,861 303,695 SH   SOLE   303,695 0 0
EOG RES INC COM 26875P101 65,737 679,532 SH   SOLE   674,667 0 4,865
EQUITY LIFESTYLE PPTYS INC COM 29472R108 52,841 621,068 SH   SOLE   619,705 0 1,363
ESPERION THERAPEUTICS INC NE COM 29664W105 1,124 22,425 SH   SOLE   22,425 0 0
EURONET WORLDWIDE INC COM 298736109 23,601 248,977 SH   SOLE   248,977 0 0
EVEREST RE GROUP LTD COM G3223R108 14,079 61,645 SH   SOLE   61,645 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 242 3,819 SH   SOLE   3,819 0 0
EXTERRAN CORP COM 30227H106 2,295 72,599 SH   SOLE   72,599 0 0
EXXON MOBIL CORP COM 30231G102 65,208 795,420 SH   SOLE   790,389 0 5,031
FACEBOOK INC CL A 30303M102 48,009 280,967 SH   SOLE   276,783 0 4,184
FIBROGEN INC COM 31572Q808 9,323 173,294 SH   SOLE   173,294 0 0
FINISAR CORP COM NEW 31787A507 19,066 860,002 SH   SOLE   860,002 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 18,955 629,960 SH   SOLE   629,960 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 3,979 104,018 SH   SOLE   104,018 0 0
FIRST MERCHANTS CORP COM 320817109 14,208 330,953 SH   SOLE   330,953 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 13,436 573,698 SH   SOLE   573,698 0 0
FIRSTCASH INC COM 33767D105 5,098 80,733 SH   SOLE   80,733 0 0
FNB CORP PA COM 302520101 30,593 2,180,515 SH   SOLE   2,180,515 0 0
FORWARD AIR CORP COM 349853101 1,914 33,441 SH   SOLE   33,441 0 0
GENERAC HLDGS INC COM 368736104 30,602 666,267 SH   SOLE   666,267 0 0
GILEAD SCIENCES INC COM 375558103 68,069 840,155 SH   SOLE   833,129 0 7,026
GRAPHIC PACKAGING HLDG CO COM 388689101 24,205 1,735,097 SH   SOLE   1,735,097 0 0
GREEN DOT CORP CL A 39304D102 29,051 585,945 SH   SOLE   585,945 0 0
GRUBHUB INC COM 400110102 29,278 555,983 SH   SOLE   555,983 0 0
HAEMONETICS CORP COM 405024100 4,001 89,178 SH   SOLE   89,178 0 0
HALLIBURTON CO COM 406216101 41,804 908,209 SH   SOLE   900,378 0 7,831
HANMI FINL CORP COM NEW 410495204 5,919 191,236 SH   SOLE   191,236 0 0
HANOVER INS GROUP INC COM 410867105 17,829 183,942 SH   SOLE   183,942 0 0
HARSCO CORP COM 415864107 44,552 2,131,684 SH   SOLE   2,131,684 0 0
HAVERTY FURNITURE INC COM 419596101 1,676 64,074 SH   SOLE   64,074 0 0
HEALTHSOUTH CORP COM NEW 421924309 10,836 233,776 SH   SOLE   233,776 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 2,397 324,370 SH   SOLE   324,370 0 0
HERITAGE FINL CORP WASH COM 42722X106 3,782 128,210 SH   SOLE   128,210 0 0
HERITAGE INS HLDGS INC COM 42727J102 5,791 438,377 SH   SOLE   438,377 0 0
HERSHEY CO COM 427866108 57,055 522,629 SH   SOLE   518,325 0 4,304
HEWLETT PACKARD ENTERPRISE C COM 42824C109 19,747 1,342,417 SH   SOLE   1,337,409 0 5,008
HIGHWOODS PPTYS INC COM 431284108 51,406 986,866 SH   SOLE   982,850 0 4,016
HILL ROM HLDGS INC COM 431475102 60,868 822,534 SH   SOLE   818,675 0 3,859
HILLTOP HOLDINGS INC COM 432748101 3,619 139,188 SH   SOLE   139,188 0 0
HOME BANCSHARES INC COM 436893200 2,297 91,072 SH   SOLE   91,072 0 0
HOME DEPOT INC COM 437076102 60,461 369,655 SH   SOLE   366,126 0 3,529
HONEYWELL INTL INC COM 438516106 48,115 339,460 SH   SOLE   336,698 0 2,762
HOPE BANCORP INC COM 43940T109 2,170 122,512 SH   SOLE   122,512 0 0
HORIZON BANCORP IND COM 440407104 2,921 100,150 SH   SOLE   100,150 0 0
HORIZON PHARMA PLC SHS G4617B105 22,914 1,807,129 SH   SOLE   1,807,129 0 0
HUDSON PAC PPTYS INC COM 444097109 25,842 770,715 SH   SOLE   770,715 0 0
HUNTINGTON BANCSHARES INC COM 446150104 57,686 4,132,239 SH   SOLE   4,102,523 0 29,716
IBERIABANK CORP COM 450828108 43,764 532,737 SH   SOLE   532,737 0 0
ICU MED INC COM 44930G107 13,650 73,447 SH   SOLE   73,447 0 0
INC RESH HLDGS INC CL A 45329R109 33,224 635,256 SH   SOLE   635,256 0 0
INDEPENDENT BANK CORP MICH COM NEW 453838609 6,043 266,789 SH   SOLE   266,789 0 0
INGERSOLL-RAND PLC SHS G47791101 10,844 121,606 SH   SOLE   119,792 0 1,814
INSIGHT ENTERPRISES INC COM 45765U103 4,321 94,109 SH   SOLE   94,109 0 0
INSPERITY INC COM 45778Q107 38,723 440,037 SH   SOLE   440,037 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 23,587 887,398 SH   SOLE   887,398 0 0
INVESCO MORTGAGE CAPITAL INC COM 46131B100 11,342 662,088 SH   SOLE   662,088 0 0
INVESTORS BANCORP INC NEW COM 46146L101 30,987 2,271,803 SH   SOLE   2,271,803 0 0
IONIS PHARMACEUTICALS INC COM 462222100 14,250 281,068 SH   SOLE   281,068 0 0
IROBOT CORP COM 462726100 22,653 293,961 SH   SOLE   293,961 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 19,956 1,265,471 SH   SOLE   1,265,471 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 1,256 10,118 SH   SOLE   10,118 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 217 1,463 SH   SOLE   1,463 0 0
ITT INC COM 45073V108 21,771 491,776 SH   SOLE   491,776 0 0
J & J SNACK FOODS CORP COM 466032109 18,397 140,116 SH   SOLE   140,116 0 0
J2 GLOBAL INC COM 48123V102 34,309 464,394 SH   SOLE   464,394 0 0
JETBLUE AIRWAYS CORP COM 477143101 1,193 64,371 SH   SOLE   64,371 0 0
JOHNSON & JOHNSON COM 478160104 57,290 440,656 SH   SOLE   438,912 0 1,744
JPMORGAN CHASE & CO COM 46625H100 164,577 1,723,137 SH   SOLE   1,710,679 0 12,458
KAISER ALUMINUM CORP COM PAR $0.01 483007704 31,916 309,439 SH   SOLE   309,439 0 0
KIRBY CORP COM 497266106 11,842 179,565 SH   SOLE   179,565 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 6,020 144,882 SH   SOLE   144,882 0 0
KNOWLES CORP COM 49926D109 28,112 1,840,970 SH   SOLE   1,840,970 0 0
KRATON CORPORATION COM 50077C106 41,529 1,026,940 SH   SOLE   1,026,940 0 0
LAREDO PETROLEUM INC COM 516806106 32,400 2,505,830 SH   SOLE   2,505,830 0 0
LEAR CORP COM NEW 521865204 13,075 75,544 SH   SOLE   74,621 0 923
LHC GROUP INC COM 50187A107 40,790 575,153 SH   SOLE   575,153 0 0
LILLY ELI & CO COM 532457108 50,854 594,505 SH   SOLE   588,281 0 6,224
LITHIA MTRS INC CL A 536797103 28,357 235,697 SH   SOLE   235,697 0 0
LITTELFUSE INC COM 537008104 14,459 73,818 SH   SOLE   73,818 0 0
LOGMEIN INC COM 54142L109 18,938 172,081 SH   SOLE   172,081 0 0
LYDALL INC DEL COM 550819106 18,312 319,589 SH   SOLE   319,589 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 261 2,633 SH   SOLE   2,633 0 0
MACK CALI RLTY CORP COM 554489104 34,404 1,451,021 SH   SOLE   1,451,021 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1,476 33,096 SH   SOLE   33,096 0 0
MADDEN STEVEN LTD COM 556269108 22,866 528,090 SH   SOLE   528,090 0 0
MANPOWERGROUP INC COM 56418H100 12,423 105,442 SH   SOLE   105,442 0 0
MARATHON PETE CORP COM 56585A102 33,070 589,693 SH   SOLE   584,859 0 4,834
MARKETAXESS HLDGS INC COM 57060D108 16,748 90,768 SH   SOLE   90,768 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 42,828 343,916 SH   SOLE   343,916 0 0
MASIMO CORP COM 574795100 9,325 107,725 SH   SOLE   107,725 0 0
MASONITE INTL CORP NEW COM 575385109 2,311 33,400 SH   SOLE   33,400 0 0
MASTEC INC COM 576323109 43,794 943,843 SH   SOLE   943,843 0 0
MAXLINEAR INC COM 57776J100 1,962 82,624 SH   SOLE   82,624 0 0
MCDONALDS CORP COM 580135101 28,148 179,652 SH   SOLE   176,881 0 2,771
MEDTRONIC PLC SHS G5960L103 56,961 732,425 SH   SOLE   726,630 0 5,795
MERIT MED SYS INC COM 589889104 30,124 711,321 SH   SOLE   711,321 0 0
MERITOR INC COM 59001K100 37,927 1,458,185 SH   SOLE   1,458,185 0 0
MFA FINL INC COM 55272X102 3,652 416,918 SH   SOLE   416,918 0 0
MICROSEMI CORP COM 595137100 26,382 512,474 SH   SOLE   512,474 0 0
MICROSOFT CORP COM 594918104 98,486 1,322,136 SH   SOLE   1,307,185 0 14,951
MID AMER APT CMNTYS INC COM 59522J103 15,508 145,097 SH   SOLE   145,097 0 0
MINERALS TECHNOLOGIES INC COM 603158106 6,720 95,111 SH   SOLE   95,111 0 0
MKS INSTRUMENT INC COM 55306N104 24,693 261,435 SH   SOLE   261,435 0 0
MOELIS & CO CL A 60786M105 14,431 335,222 SH   SOLE   335,222 0 0
MOLINA HEALTHCARE INC COM 60855R100 48,592 706,683 SH   SOLE   706,683 0 0
MORGAN STANLEY COM NEW 617446448 30,194 626,823 SH   SOLE   624,368 0 2,455
NATIONAL RETAIL PPTYS INC COM 637417106 1,196 28,713 SH   SOLE   28,713 0 0
NEKTAR THERAPEUTICS COM 640268108 28,378 1,182,422 SH   SOLE   1,182,422 0 0
NETGEAR INC COM 64111Q104 27,629 580,450 SH   SOLE   580,450 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,313 37,745 SH   SOLE   37,745 0 0
NEWFIELD EXPL CO COM 651290108 781 26,334 SH   SOLE   26,334 0 0
NORTHROP GRUMMAN CORP COM 666807102 76,726 266,668 SH   SOLE   264,436 0 2,232
NUANCE COMMUNICATIONS INC COM 67020Y100 12,197 775,918 SH   SOLE   775,918 0 0
NUCOR CORP COM 670346105 17,344 309,497 SH   SOLE   308,065 0 1,432
NUVASIVE INC COM 670704105 29,284 528,023 SH   SOLE   528,023 0 0
OLD NATL BANCORP IND COM 680033107 10,403 568,456 SH   SOLE   568,456 0 0
ON SEMICONDUCTOR CORP COM 682189105 43,702 2,366,153 SH   SOLE   2,348,663 0 17,490
ORACLE CORP COM 68389X105 103,599 2,142,692 SH   SOLE   2,126,430 0 16,262
OWENS CORNING NEW COM 690742101 37,172 480,573 SH   SOLE   480,573 0 0
PACWEST BANCORP DEL COM 695263103 28,806 570,309 SH   SOLE   570,309 0 0
PAPA JOHNS INTL INC COM 698813102 7,082 96,917 SH   SOLE   96,917 0 0
PAREXEL INTL CORP COM 699462107 2,114 23,996 SH   SOLE   23,996 0 0
PARKER DRILLING CO COM 701081101 442 402,043 SH   SOLE   402,043 0 0
PARKER HANNIFIN CORP COM 701094104 78,561 448,870 SH   SOLE   445,520 0 3,350
PDC ENERGY INC COM 69327R101 20,306 414,147 SH   SOLE   414,147 0 0
PEPSICO INC COM 713448108 74,839 671,621 SH   SOLE   665,782 0 5,839
PERKINELMER INC COM 714046109 25,624 371,517 SH   SOLE   371,517 0 0
PFIZER INC COM 717081103 80,487 2,254,541 SH   SOLE   2,237,204 0 17,337
PNM RES INC COM 69349H107 11,124 276,039 SH   SOLE   276,039 0 0
POLYONE CORP COM 73179P106 30,724 767,512 SH   SOLE   767,512 0 0
POOL CORPORATION COM 73278L105 12,222 112,987 SH   SOLE   112,987 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 26,146 572,878 SH   SOLE   572,878 0 0
POST HLDGS INC COM 737446104 28,685 324,964 SH   SOLE   322,318 0 2,646
POTLATCH CORP NEW COM 737630103 9,179 179,976 SH   SOLE   179,976 0 0
POWER INTEGRATIONS INC COM 739276103 7,797 106,522 SH   SOLE   106,522 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 7,912 131,094 SH   SOLE   131,094 0 0
PROCTER AND GAMBLE CO COM 742718109 77,415 850,908 SH   SOLE   843,199 0 7,709
PROLOGIS INC COM 74340W103 62,083 978,303 SH   SOLE   970,527 0 7,776
PS BUSINESS PKS INC CALIF COM 69360J107 33,121 248,096 SH   SOLE   248,096 0 0
PTC INC COM 69370C100 18,821 334,417 SH   SOLE   334,417 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 68,206 1,474,737 SH   SOLE   1,462,258 0 12,479
PUMA BIOTECHNOLOGY INC COM 74587V107 3,945 32,942 SH   SOLE   32,942 0 0
PVH CORP COM 693656100 45,797 363,292 SH   SOLE   359,968 0 3,324
QEP RES INC COM 74733V100 5,624 656,217 SH   SOLE   656,217 0 0
QUALCOMM INC COM 747525103 47,557 917,383 SH   SOLE   910,876 0 6,507
QUANTA SVCS INC COM 74762E102 38,248 1,023,490 SH   SOLE   1,019,917 0 3,573
RADIAN GROUP INC COM 750236101 45,184 2,417,535 SH   SOLE   2,417,535 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 44,414 526,676 SH   SOLE   523,062 0 3,614
RAYTHEON CO COM NEW 755111507 24,967 133,814 SH   SOLE   133,283 0 531
REALPAGE INC COM 75606N109 49,739 1,246,602 SH   SOLE   1,246,602 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 2,628 39,220 SH   SOLE   39,220 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 1,257 9,012 SH   SOLE   9,012 0 0
REVANCE THERAPEUTICS INC COM 761330109 1,460 53,008 SH   SOLE   53,008 0 0
RINGCENTRAL INC CL A 76680R206 3,552 85,079 SH   SOLE   85,079 0 0
ROGERS CORP COM 775133101 22,261 167,026 SH   SOLE   167,026 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 15,035 126,831 SH   SOLE   124,966 0 1,865
RPX CORP COM 74972G103 3,876 291,895 SH   SOLE   291,895 0 0
RYDER SYS INC COM 783549108 25,813 305,298 SH   SOLE   305,298 0 0
SAIA INC COM 78709Y105 13,032 208,007 SH   SOLE   208,007 0 0
SANCHEZ ENERGY CORP COM 79970Y105 4,654 965,638 SH   SOLE   965,638 0 0
SANMINA CORPORATION COM 801056102 7,614 204,962 SH   SOLE   204,962 0 0
SERVICE CORP INTL COM 817565104 28,776 834,092 SH   SOLE   834,092 0 0
SHUTTERFLY INC COM 82568P304 2,464 50,825 SH   SOLE   50,825 0 0
SILICON LABORATORIES INC COM 826919102 31,985 400,312 SH   SOLE   400,312 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 10,276 635,507 SH   SOLE   635,507 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 29,627 924,384 SH   SOLE   924,384 0 0
SKYWEST INC COM 830879102 34,601 788,172 SH   SOLE   788,172 0 0
SONIC CORP COM 835451105 23,657 929,563 SH   SOLE   929,563 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 441 1,758 SH   SOLE   1,758 0 0
SPX CORP COM 784635104 34,272 1,168,111 SH   SOLE   1,168,111 0 0
STANLEY BLACK & DECKER INC COM 854502101 63,459 420,344 SH   SOLE   417,170 0 3,174
STATE BK FINL CORP COM 856190103 5,249 183,209 SH   SOLE   183,209 0 0
STATE STR CORP COM 857477103 78,707 823,814 SH   SOLE   817,678 0 6,136
STEEL DYNAMICS INC COM 858119100 13,507 391,836 SH   SOLE   391,836 0 0
STIFEL FINL CORP COM 860630102 11,248 210,395 SH   SOLE   210,395 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 13,013 809,755 SH   SOLE   809,755 0 0
SUNTRUST BKS INC COM 867914103 77,817 1,301,928 SH   SOLE   1,292,861 0 9,067
SUPERNUS PHARMACEUTICALS INC COM 868459108 45,089 1,127,218 SH   SOLE   1,127,218 0 0
SYNNEX CORP COM 87162W100 11,814 93,383 SH   SOLE   93,383 0 0
SYNOPSYS INC COM 871607107 25,038 310,917 SH   SOLE   310,917 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 28,331 277,127 SH   SOLE   277,127 0 0
TECHNIPFMC PLC COM G87110105 10,175 364,452 SH   SOLE   359,248 0 5,204
TELEFLEX INC COM 879369106 39,089 161,546 SH   SOLE   161,546 0 0
TETRA TECH INC NEW COM 88162G103 1,663 35,719 SH   SOLE   35,719 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 41,949 488,917 SH   SOLE   488,917 0 0
TEXAS ROADHOUSE INC COM 882681109 33,671 685,201 SH   SOLE   685,201 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 63,900 337,738 SH   SOLE   334,900 0 2,838
TIFFANY & CO NEW COM 886547108 18,683 203,555 SH   SOLE   200,617 0 2,938
TIVO CORP COM 88870P106 23,398 1,178,716 SH   SOLE   1,178,716 0 0
TOPBUILD CORP COM 89055F103 30,954 474,967 SH   SOLE   474,967 0 0
TRICO BANCSHARES COM 896095106 5,039 123,648 SH   SOLE   123,648 0 0
TRUEBLUE INC COM 89785X101 12,579 560,298 SH   SOLE   560,298 0 0
TYSON FOODS INC CL A 902494103 57,153 811,254 SH   SOLE   804,566 0 6,688
U S CONCRETE INC COM NEW 90333L201 30,635 401,512 SH   SOLE   401,512 0 0
U S SILICA HLDGS INC COM 90346E103 13,416 431,793 SH   SOLE   431,793 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 1,441 27,059 SH   SOLE   27,059 0 0
UMPQUA HLDGS CORP COM 904214103 25,358 1,299,752 SH   SOLE   1,299,752 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 13,476 472,196 SH   SOLE   472,196 0 0
UNITEDHEALTH GROUP INC COM 91324P102 80,973 413,446 SH   SOLE   409,401 0 4,045
UNIVERSAL ELECTRS INC COM 913483103 1,925 30,369 SH   SOLE   30,369 0 0
UNIVERSAL FST PRODS INC COM 913543104 12,070 122,960 SH   SOLE   122,960 0 0
VALERO ENERGY CORP NEW COM 91913Y100 12,988 168,837 SH   SOLE   166,372 0 2,465
VANDA PHARMACEUTICALS INC COM 921659108 23,491 1,312,334 SH   SOLE   1,312,334 0 0
VERINT SYS INC COM 92343X100 16,199 387,066 SH   SOLE   387,066 0 0
VIAD CORP COM NEW 92552R406 12,190 200,163 SH   SOLE   200,163 0 0
VISA INC COM CL A 92826C839 35,060 333,145 SH   SOLE   328,117 0 5,028
VISHAY INTERTECHNOLOGY INC COM 928298108 13,311 708,010 SH   SOLE   708,010 0 0
WABASH NATL CORP COM 929566107 40,863 1,790,653 SH   SOLE   1,790,653 0 0
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 37,349 1,140,082 SH   SOLE   1,140,082 0 0
WASTE MGMT INC DEL COM 94106L109 66,937 855,208 SH   SOLE   849,056 0 6,152
WATSCO INC COM 942622200 27,881 173,098 SH   SOLE   173,098 0 0
WEB COM GROUP INC COM 94733A104 25,345 1,013,795 SH   SOLE   1,013,795 0 0
WELLS FARGO CO NEW COM 949746101 43,499 788,732 SH   SOLE   785,507 0 3,225
WESTERN ALLIANCE BANCORP COM 957638109 17,563 330,875 SH   SOLE   330,875 0 0
WESTROCK CO COM 96145D105 64,849 1,143,110 SH   SOLE   1,137,059 0 6,051
WINTRUST FINL CORP COM 97650W108 38,326 489,420 SH   SOLE   489,420 0 0
WOLVERINE WORLD WIDE INC COM 978097103 19,547 677,546 SH   SOLE   677,546 0 0
WSFS FINL CORP COM 929328102 14,250 292,310 SH   SOLE   292,310 0 0
XCEL ENERGY INC COM 98389B100 67,558 1,427,688 SH   SOLE   1,417,254 0 10,434
XL GROUP LTD COM G98294104 12,358 313,265 SH   SOLE   308,531 0 4,734
XPERI CORP COM 98421B100 18,690 738,716 SH   SOLE   738,716 0 0
ZIONS BANCORPORATION COM 989701107 34,961 741,018 SH   SOLE   741,018 0 0
ZOETIS INC CL A 98978V103 401 6,289 SH   SOLE   6,289 0 0