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 26,994 687,047 SH   SOLE   687,047 0 0
ABBVIE INC COM 00287Y109 68,724 710,613 SH   SOLE   701,731 0 8,882
ABM INDS INC COM 000957100 9,686 256,796 SH   SOLE   256,796 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 1,141 46,289 SH   SOLE   46,289 0 0
ACXIOM CORP COM 005125109 39,283 1,425,376 SH   SOLE   1,425,376 0 0
ADTALEM GLOBAL ED INC COM 00737L103 37,227 885,304 SH   SOLE   885,304 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 23,732 760,626 SH   SOLE   760,626 0 0
AG MTG INVT TR INC COM 001228105 7,915 416,350 SH   SOLE   416,350 0 0
AGREE REALTY CORP COM 008492100 1,497 29,111 SH   SOLE   29,111 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 10,778 465,789 SH   SOLE   465,789 0 0
AK STL HLDG CORP COM 001547108 4,323 763,743 SH   SOLE   763,743 0 0
ALLEGHANY CORP DEL COM 017175100 30,198 50,660 SH   SOLE   50,660 0 0
ALLERGAN PLC SHS G0177J108 37,880 231,567 SH   SOLE   229,392 0 2,175
ALLETE INC COM NEW 018522300 17,556 236,089 SH   SOLE   236,089 0 0
ALLSTATE CORP COM 020002101 51,243 489,384 SH   SOLE   487,409 0 1,975
ALPHABET INC CAP STK CL C 02079K107 24,439 23,355 SH   SOLE   22,756 0 599
ALPHABET INC CAP STK CL A 02079K305 34,296 32,558 SH   SOLE   31,795 0 763
AMAZON COM INC COM 023135106 45,752 39,122 SH   SOLE   38,177 0 945
AMBARELLA INC SHS G037AX101 30,055 511,572 SH   SOLE   511,572 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 8,839 585,391 SH   SOLE   585,391 0 0
AMEDISYS INC COM 023436108 23,853 452,526 SH   SOLE   452,526 0 0
AMERICAN ELEC PWR INC COM 025537101 35,327 480,182 SH   SOLE   478,283 0 1,899
AMERICAN EXPRESS CO COM 025816109 58,323 587,285 SH   SOLE   580,879 0 6,406
AMERICAN TOWER CORP NEW COM 03027X100 22,745 159,422 SH   SOLE   155,604 0 3,818
AMERICAN WOODMARK CORP COM 030506109 42,611 327,147 SH   SOLE   327,147 0 0
AMERIPRISE FINL INC COM 03076C106 34,542 203,828 SH   SOLE   202,974 0 854
AMGEN INC COM 031162100 25,148 144,617 SH   SOLE   143,899 0 718
AMICUS THERAPEUTICS INC COM 03152W109 1,331 92,509 SH   SOLE   92,509 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 6,279 326,337 SH   SOLE   326,337 0 0
ANGIODYNAMICS INC COM 03475V101 1,862 111,940 SH   SOLE   111,940 0 0
APOLLO COML REAL EST FIN INC COM 03762U105 5,699 308,897 SH   SOLE   308,897 0 0
APPLE INC COM 037833100 77,447 457,641 SH   SOLE   446,338 0 11,303
APPLIED MATLS INC COM 038222105 12,882 251,985 SH   SOLE   245,877 0 6,108
ARAMARK COM 03852U106 35,786 837,290 SH   SOLE   837,290 0 0
ARCBEST CORP COM 03937C105 3,113 87,069 SH   SOLE   87,069 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 9,426 152,897 SH   SOLE   152,897 0 0
ASPEN TECHNOLOGY INC COM 045327103 19,788 298,918 SH   SOLE   298,918 0 0
AT&T INC COM 00206R102 113,254 2,912,906 SH   SOLE   2,880,203 0 32,703
AVISTA CORP COM 05379B107 17,804 345,782 SH   SOLE   345,782 0 0
BANK AMER CORP COM 060505104 146,578 4,965,396 SH   SOLE   4,920,691 0 44,705
BANK NEW YORK MELLON CORP COM 064058100 599 11,116 SH   SOLE   11,116 0 0
BANNER CORP COM NEW 06652V208 9,282 168,399 SH   SOLE   168,399 0 0
BARNES GROUP INC COM 067806109 42,364 669,579 SH   SOLE   669,579 0 0
BEACON ROOFING SUPPLY INC COM 073685109 33,490 525,250 SH   SOLE   525,250 0 0
BECTON DICKINSON & CO COM 075887109 610 2,850 SH   SOLE   2,850 0 0
BELDEN INC COM 077454106 8,535 110,604 SH   SOLE   110,604 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,138 111,681 SH   SOLE   111,233 0 448
BERKSHIRE HILLS BANCORP INC COM 084680107 10,151 277,340 SH   SOLE   277,340 0 0
BIG LOTS INC COM 089302103 27,442 488,718 SH   SOLE   488,718 0 0
BIOGEN INC COM 09062X103 38,382 120,482 SH   SOLE   119,111 0 1,371
BIOTELEMETRY INC COM 090672106 1,625 54,350 SH   SOLE   54,350 0 0
BLACK HILLS CORP COM 092113109 30,545 508,160 SH   SOLE   508,160 0 0
BLOOMIN BRANDS INC COM 094235108 31,215 1,462,732 SH   SOLE   1,462,732 0 0
BLUEBIRD BIO INC COM 09609G100 7,023 39,435 SH   SOLE   39,435 0 0
BMC STK HLDGS INC COM 05591B109 2,010 79,441 SH   SOLE   79,441 0 0
BORGWARNER INC COM 099724106 54,978 1,076,106 SH   SOLE   1,064,197 0 11,909
BOTTOMLINE TECH DEL INC COM 101388106 27,717 799,213 SH   SOLE   799,213 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 370 6,036 SH   SOLE   6,036 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 1,874 100,453 SH   SOLE   100,453 0 0
BROADCOM LTD SHS Y09827109 23,643 92,030 SH   SOLE   89,757 0 2,273
CABOT MICROELECTRONICS CORP COM 12709P103 6,431 68,359 SH   SOLE   68,359 0 0
CACI INTL INC CL A 127190304 14,762 111,540 SH   SOLE   111,540 0 0
CALERES INC COM 129500104 3,592 107,289 SH   SOLE   107,289 0 0
CAMDEN NATL CORP COM 133034108 2,793 66,292 SH   SOLE   66,292 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 22,834 510,484 SH   SOLE   510,484 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 6,087 703,661 SH   SOLE   703,661 0 0
CARDTRONICS PLC SHS CL A G1991C105 8,556 461,994 SH   SOLE   461,994 0 0
CATHAY GEN BANCORP COM 149150104 13,549 321,295 SH   SOLE   321,295 0 0
CBS CORP NEW CL B 124857202 47,319 802,020 SH   SOLE   792,350 0 9,670
CELGENE CORP COM 151020104 36,159 346,477 SH   SOLE   342,821 0 3,656
CENTERSTATE BK CORP COM 15201P109 10,312 400,788 SH   SOLE   400,788 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 38,229 1,013,760 SH   SOLE   1,013,760 0 0
CHARLES RIV LABS INTL INC COM 159864107 27,895 254,861 SH   SOLE   254,861 0 0
CHEMOURS CO COM 163851108 26,368 526,720 SH   SOLE   526,720 0 0
CHEVRON CORP NEW COM 166764100 92,747 740,850 SH   SOLE   733,427 0 7,423
CHILDRENS PL INC COM 168905107 36,473 250,929 SH   SOLE   250,929 0 0
CHUBB LIMITED COM H1467J104 81,378 556,892 SH   SOLE   551,622 0 5,270
CIENA CORP COM NEW 171779309 23,906 1,142,191 SH   SOLE   1,142,191 0 0
CISCO SYS INC COM 17275R102 38,523 1,005,809 SH   SOLE   1,002,109 0 3,700
CMS ENERGY CORP COM 125896100 16,900 357,300 SH   SOLE   357,300 0 0
CNO FINL GROUP INC COM 12621E103 4,537 183,757 SH   SOLE   183,757 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 20,454 287,998 SH   SOLE   281,049 0 6,949
COMCAST CORP NEW CL A 20030N101 66,284 1,655,035 SH   SOLE   1,634,468 0 20,567
COMMVAULT SYSTEMS INC COM 204166102 26,348 501,858 SH   SOLE   501,858 0 0
CONMED CORP COM 207410101 3,321 65,165 SH   SOLE   65,165 0 0
CONOCOPHILLIPS COM 20825C104 71,918 1,310,221 SH   SOLE   1,296,244 0 13,977
COOPER COS INC COM NEW 216648402 27,691 127,092 SH   SOLE   127,092 0 0
COOPER STD HLDGS INC COM 21676P103 41,568 339,333 SH   SOLE   339,333 0 0
CSG SYS INTL INC COM 126349109 2,920 66,646 SH   SOLE   66,646 0 0
CUMMINS INC COM 231021106 42,403 240,056 SH   SOLE   236,961 0 3,095
DANAHER CORP DEL COM 235851102 47,978 516,893 SH   SOLE   510,354 0 6,539
DCT INDUSTRIAL TRUST INC COM NEW 233153204 25,170 428,202 SH   SOLE   428,202 0 0
DEERE & CO COM 244199105 24,207 154,663 SH   SOLE   154,070 0 593
DELTA AIR LINES INC DEL COM NEW 247361702 61,158 1,092,104 SH   SOLE   1,079,753 0 12,351
DELUXE CORP COM 248019101 42,955 559,019 SH   SOLE   559,019 0 0
DIAMONDBACK ENERGY INC COM 25278X109 841 6,660 SH   SOLE   6,660 0 0
DIEBOLD NXDF INC COM 253651103 13,993 855,820 SH   SOLE   855,820 0 0
DISCOVER FINL SVCS COM 254709108 70,047 910,654 SH   SOLE   901,144 0 9,510
DISNEY WALT CO COM DISNEY 254687106 20,539 191,040 SH   SOLE   190,267 0 773
DOUGLAS EMMETT INC COM 25960P109 23,772 578,963 SH   SOLE   578,963 0 0
DOWDUPONT INC COM 26078J100 75,213 1,056,071 SH   SOLE   1,043,205 0 12,866
DTE ENERGY CO COM 233331107 28,063 256,377 SH   SOLE   255,280 0 1,097
E TRADE FINANCIAL CORP COM NEW 269246401 51,329 1,035,484 SH   SOLE   1,023,251 0 12,233
EAST WEST BANCORP INC COM 27579R104 27,674 454,935 SH   SOLE   454,935 0 0
EBAY INC COM 278642103 31,836 843,557 SH   SOLE   840,211 0 3,346
ELECTRONIC ARTS INC COM 285512109 13,596 129,414 SH   SOLE   126,403 0 3,011
EMCOR GROUP INC COM 29084Q100 49,957 611,095 SH   SOLE   611,095 0 0
ENERGEN CORP COM 29265N108 40,613 705,451 SH   SOLE   703,488 0 1,963
ENERSYS COM 29275Y102 9,887 141,995 SH   SOLE   141,995 0 0
ENTEGRIS INC COM 29362U104 13,037 428,159 SH   SOLE   428,159 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 12,669 280,605 SH   SOLE   280,605 0 0
EOG RES INC COM 26875P101 71,378 661,461 SH   SOLE   655,230 0 6,231
EQUITY LIFESTYLE PPTYS INC COM 29472R108 55,676 625,430 SH   SOLE   624,067 0 1,363
ESPERION THERAPEUTICS INC NE COM 29664W105 1,374 20,871 SH   SOLE   20,871 0 0
EURONET WORLDWIDE INC COM 298736109 21,168 251,193 SH   SOLE   251,193 0 0
EVEREST RE GROUP LTD COM G3223R108 14,382 65,001 SH   SOLE   65,001 0 0
EXTERRAN CORP COM 30227H106 3,574 113,680 SH   SOLE   113,680 0 0
EXXON MOBIL CORP COM 30231G102 72,606 868,078 SH   SOLE   859,183 0 8,895
FACEBOOK INC CL A 30303M102 50,884 288,361 SH   SOLE   281,221 0 7,140
FIBROGEN INC COM 31572Q808 7,293 153,856 SH   SOLE   153,856 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 18,511 588,219 SH   SOLE   588,219 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 5,982 149,361 SH   SOLE   149,361 0 0
FIRST MERCHANTS CORP COM 320817109 12,797 304,264 SH   SOLE   304,264 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 12,943 539,054 SH   SOLE   539,054 0 0
FIRSTCASH INC COM 33767D105 9,456 140,189 SH   SOLE   140,189 0 0
FNB CORP PA COM 302520101 30,461 2,204,102 SH   SOLE   2,204,102 0 0
FOOT LOCKER INC COM 344849104 13,626 290,645 SH   SOLE   284,038 0 6,607
FORWARD AIR CORP COM 349853101 1,787 31,105 SH   SOLE   31,105 0 0
GENERAC HLDGS INC COM 368736104 32,055 647,313 SH   SOLE   647,313 0 0
GILEAD SCIENCES INC COM 375558103 57,962 809,080 SH   SOLE   799,741 0 9,339
GRAPHIC PACKAGING HLDG CO COM 388689101 26,887 1,740,236 SH   SOLE   1,740,236 0 0
GREEN DOT CORP CL A 39304D102 39,198 650,487 SH   SOLE   650,487 0 0
GRUBHUB INC COM 400110102 38,359 534,247 SH   SOLE   534,247 0 0
HAEMONETICS CORP COM 405024100 4,863 83,734 SH   SOLE   83,734 0 0
HALLIBURTON CO COM 406216101 36,557 748,037 SH   SOLE   741,075 0 6,962
HANMI FINL CORP COM NEW 410495204 4,146 136,604 SH   SOLE   136,604 0 0
HANOVER INS GROUP INC COM 410867105 19,859 183,741 SH   SOLE   183,741 0 0
HARSCO CORP COM 415864107 38,973 2,089,679 SH   SOLE   2,089,679 0 0
HAVERTY FURNITURE INC COM 419596101 1,374 60,652 SH   SOLE   60,652 0 0
HEALTHSOUTH CORP COM NEW 421924309 10,554 213,594 SH   SOLE   213,594 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 2,365 313,648 SH   SOLE   313,648 0 0
HERITAGE FINL CORP WASH COM 42722X106 3,705 120,301 SH   SOLE   120,301 0 0
HERITAGE INS HLDGS INC COM 42727J102 7,535 418,126 SH   SOLE   418,126 0 0
HERSHEY CO COM 427866108 48,038 423,201 SH   SOLE   417,382 0 5,819
HIGHWOODS PPTYS INC COM 431284108 53,737 1,055,527 SH   SOLE   1,048,491 0 7,036
HILL ROM HLDGS INC COM 431475102 62,703 743,889 SH   SOLE   739,916 0 3,973
HILLTOP HOLDINGS INC COM 432748101 3,965 156,550 SH   SOLE   156,550 0 0
HOME BANCSHARES INC COM 436893200 1,969 84,688 SH   SOLE   84,688 0 0
HOME DEPOT INC COM 437076102 67,153 354,309 SH   SOLE   349,216 0 5,093
HONEYWELL INTL INC COM 438516106 60,600 395,150 SH   SOLE   389,648 0 5,502
HOPE BANCORP INC COM 43940T109 2,111 115,653 SH   SOLE   115,653 0 0
HORIZON BANCORP IND COM 440407104 2,628 94,528 SH   SOLE   94,528 0 0
HORIZON PHARMA PLC SHS G4617B105 25,456 1,743,595 SH   SOLE   1,743,595 0 0
HUBBELL INC COM 443510607 17,214 127,191 SH   SOLE   127,191 0 0
HUDSON PAC PPTYS INC COM 444097109 22,012 642,686 SH   SOLE   642,686 0 0
HUNTINGTON BANCSHARES INC COM 446150104 59,736 4,102,750 SH   SOLE   4,072,261 0 30,489
IBERIABANK CORP COM 450828108 40,103 517,453 SH   SOLE   517,453 0 0
ICU MED INC COM 44930G107 14,499 67,123 SH   SOLE   67,123 0 0
IMPERVA INC COM 45321L100 20,085 505,916 SH   SOLE   505,916 0 0
INC RESH HLDGS INC CL A 45329R109 29,460 675,684 SH   SOLE   675,684 0 0
INDEPENDENT BANK CORP MICH COM NEW 453838609 5,613 251,160 SH   SOLE   251,160 0 0
INSIGHT ENTERPRISES INC COM 45765U103 3,377 88,203 SH   SOLE   88,203 0 0
INSPERITY INC COM 45778Q107 48,569 846,882 SH   SOLE   846,882 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 8,338 280,459 SH   SOLE   280,459 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 54,093 766,622 SH   SOLE   758,423 0 8,199
INVESCO MORTGAGE CAPITAL INC COM 46131B100 14,911 836,263 SH   SOLE   836,263 0 0
INVESTORS BANCORP INC NEW COM 46146L101 30,754 2,215,709 SH   SOLE   2,215,709 0 0
IONIS PHARMACEUTICALS INC COM 462222100 14,244 283,177 SH   SOLE   283,177 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 1,852 33,037 SH   SOLE   33,037 0 0
IROBOT CORP COM 462726100 22,623 294,953 SH   SOLE   294,953 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 18,396 1,227,233 SH   SOLE   1,227,233 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 760 6,109 SH   SOLE   5,952 0 157
ISHARES TR RUS 2000 VAL ETF 464287630 2,074 16,497 SH   SOLE   16,497 0 0
ITT INC COM 45073V108 26,623 498,843 SH   SOLE   498,843 0 0
J & J SNACK FOODS CORP COM 466032109 20,581 135,553 SH   SOLE   135,553 0 0
J2 GLOBAL INC COM 48123V102 32,867 438,050 SH   SOLE   438,050 0 0
JETBLUE AIRWAYS CORP COM 477143101 1,438 64,371 SH   SOLE   64,371 0 0
JOHNSON & JOHNSON COM 478160104 67,355 482,070 SH   SOLE   480,204 0 1,866
JPMORGAN CHASE & CO COM 46625H100 178,940 1,673,273 SH   SOLE   1,652,987 0 20,286
KAISER ALUMINUM CORP COM PAR $0.01 483007704 32,776 306,748 SH   SOLE   306,748 0 0
KIRBY CORP COM 497266106 11,976 179,275 SH   SOLE   179,275 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 5,885 134,613 SH   SOLE   134,613 0 0
KNOWLES CORP COM 49926D109 26,235 1,789,564 SH   SOLE   1,789,564 0 0
KRATON CORPORATION COM 50077C106 48,413 1,005,037 SH   SOLE   1,005,037 0 0
KROGER CO COM 501044101 15,806 575,790 SH   SOLE   562,120 0 13,670
LAREDO PETROLEUM INC COM 516806106 26,194 2,468,815 SH   SOLE   2,468,815 0 0
LEAR CORP COM NEW 521865204 2,126 12,037 SH   SOLE   12,037 0 0
LHC GROUP INC COM 50187A107 34,340 560,653 SH   SOLE   560,653 0 0
LILLY ELI & CO COM 532457108 47,954 567,771 SH   SOLE   558,758 0 9,013
LITHIA MTRS INC CL A 536797103 25,641 225,735 SH   SOLE   225,735 0 0
LITTELFUSE INC COM 537008104 13,544 68,467 SH   SOLE   68,467 0 0
LOGMEIN INC COM 54142L109 19,806 172,975 SH   SOLE   172,975 0 0
LYDALL INC DEL COM 550819106 16,060 316,461 SH   SOLE   316,461 0 0
MACK CALI RLTY CORP COM 554489104 30,122 1,397,119 SH   SOLE   1,397,119 0 0
MADDEN STEVEN LTD COM 556269108 23,906 511,899 SH   SOLE   511,899 0 0
MANPOWERGROUP INC COM 56418H100 13,308 105,528 SH   SOLE   105,528 0 0
MARATHON PETE CORP COM 56585A102 37,718 571,648 SH   SOLE   565,314 0 6,334
MARKETAXESS HLDGS INC COM 57060D108 18,464 91,518 SH   SOLE   91,518 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 40,977 303,061 SH   SOLE   303,061 0 0
MASIMO CORP COM 574795100 4,466 52,667 SH   SOLE   52,667 0 0
MASONITE INTL CORP NEW COM 575385109 2,305 31,080 SH   SOLE   31,080 0 0
MASTEC INC COM 576323109 46,427 948,451 SH   SOLE   948,451 0 0
MAXLINEAR INC COM 57776J100 2,030 76,826 SH   SOLE   76,826 0 0
MCDONALDS CORP COM 580135101 19,978 116,068 SH   SOLE   113,157 0 2,911
MEDTRONIC PLC SHS G5960L103 54,013 668,898 SH   SOLE   659,659 0 9,239
MERIT MED SYS INC COM 589889104 28,294 654,960 SH   SOLE   654,960 0 0
MERITOR INC COM 59001K100 31,757 1,353,656 SH   SOLE   1,353,656 0 0
MFA FINL INC COM 55272X102 3,165 399,619 SH   SOLE   399,619 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 20,408 324,201 SH   SOLE   324,201 0 0
MICROSEMI CORP COM 595137100 26,823 519,316 SH   SOLE   519,316 0 0
MICROSOFT CORP COM 594918104 108,217 1,265,101 SH   SOLE   1,242,458 0 22,643
MID AMER APT CMNTYS INC COM 59522J103 14,121 140,425 SH   SOLE   140,425 0 0
MINERALS TECHNOLOGIES INC COM 603158106 2,661 38,655 SH   SOLE   38,655 0 0
MKS INSTRUMENT INC COM 55306N104 24,484 259,087 SH   SOLE   259,087 0 0
MOELIS & CO CL A 60786M105 15,437 318,294 SH   SOLE   318,294 0 0
MOLINA HEALTHCARE INC COM 60855R100 52,496 684,612 SH   SOLE   684,612 0 0
MORGAN STANLEY COM NEW 617446448 32,515 619,678 SH   SOLE   617,223 0 2,455
NATIONAL RETAIL PPTYS INC COM 637417106 1,238 28,713 SH   SOLE   28,713 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 12,211 447,963 SH   SOLE   447,963 0 0
NEKTAR THERAPEUTICS COM 640268108 37,461 627,279 SH   SOLE   627,279 0 0
NETGEAR INC COM 64111Q104 33,249 565,939 SH   SOLE   565,939 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,058 26,525 SH   SOLE   26,525 0 0
NEWFIELD EXPL CO COM 651290108 14,286 453,099 SH   SOLE   453,099 0 0
NORTHROP GRUMMAN CORP COM 666807102 79,137 257,850 SH   SOLE   254,771 0 3,079
NUANCE COMMUNICATIONS INC COM 67020Y100 12,751 779,850 SH   SOLE   779,850 0 0
NUCOR CORP COM 670346105 19,411 305,294 SH   SOLE   303,871 0 1,423
NUVASIVE INC COM 670704105 30,196 516,252 SH   SOLE   516,252 0 0
OLD NATL BANCORP IND COM 680033107 13,964 800,220 SH   SOLE   800,220 0 0
OM ASSET MGMT PLC SHS G67506108 14,798 883,440 SH   SOLE   883,440 0 0
ON SEMICONDUCTOR CORP COM 682189105 48,111 2,297,549 SH   SOLE   2,279,569 0 17,980
ORACLE CORP COM 68389X105 94,853 2,006,202 SH   SOLE   1,985,832 0 20,370
OWENS CORNING NEW COM 690742101 39,091 425,182 SH   SOLE   425,182 0 0
PACWEST BANCORP DEL COM 695263103 29,267 580,696 SH   SOLE   580,696 0 0
PAPA JOHNS INTL INC COM 698813102 5,023 89,517 SH   SOLE   89,517 0 0
PARKER HANNIFIN CORP COM 701094104 78,573 393,690 SH   SOLE   389,251 0 4,439
PDC ENERGY INC COM 69327R101 20,932 406,122 SH   SOLE   406,122 0 0
PEPSICO INC COM 713448108 70,882 591,076 SH   SOLE   584,536 0 6,540
PERFORMANCE FOOD GROUP CO COM 71377A103 21,999 664,628 SH   SOLE   664,628 0 0
PERKINELMER INC COM 714046109 26,776 366,198 SH   SOLE   366,198 0 0
PFIZER INC COM 717081103 79,249 2,187,997 SH   SOLE   2,164,645 0 23,352
PNM RES INC COM 69349H107 11,324 279,954 SH   SOLE   279,954 0 0
POLYONE CORP COM 73179P106 32,343 743,528 SH   SOLE   743,528 0 0
POOL CORPORATION COM 73278L105 14,611 112,692 SH   SOLE   112,692 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 25,747 564,871 SH   SOLE   564,871 0 0
POST HLDGS INC COM 737446104 24,642 311,013 SH   SOLE   306,971 0 4,042
POTLATCH CORP NEW COM 737630103 8,329 166,914 SH   SOLE   166,914 0 0
POWER INTEGRATIONS INC COM 739276103 6,897 93,777 SH   SOLE   93,777 0 0
PRA HEALTH SCIENCES INC COM 69354M108 28,509 313,040 SH   SOLE   313,040 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 7,072 120,313 SH   SOLE   120,313 0 0
PROCTER AND GAMBLE CO COM 742718109 81,448 886,464 SH   SOLE   873,993 0 12,471
PROLOGIS INC COM 74340W103 61,208 948,819 SH   SOLE   938,146 0 10,673
PS BUSINESS PKS INC CALIF COM 69360J107 29,827 238,444 SH   SOLE   238,444 0 0
PTC INC COM 69370C100 20,364 335,105 SH   SOLE   335,105 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 63,297 1,229,067 SH   SOLE   1,215,944 0 13,123
PUMA BIOTECHNOLOGY INC COM 74587V107 3,041 30,766 SH   SOLE   30,766 0 0
PVH CORP COM 693656100 48,125 350,744 SH   SOLE   346,100 0 4,644
QCR HOLDINGS INC COM 74727A104 2,864 66,847 SH   SOLE   66,847 0 0
QEP RES INC COM 74733V100 6,002 627,139 SH   SOLE   627,139 0 0
QUALCOMM INC COM 747525103 56,941 889,427 SH   SOLE   880,793 0 8,634
QUANTA SVCS INC COM 74762E102 30,070 768,844 SH   SOLE   768,614 0 230
RADIAN GROUP INC COM 750236101 48,167 2,337,052 SH   SOLE   2,337,052 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 45,870 513,660 SH   SOLE   508,335 0 5,325
RAYTHEON CO COM NEW 755111507 39,545 210,514 SH   SOLE   209,630 0 884
REALPAGE INC COM 75606N109 48,385 1,092,217 SH   SOLE   1,092,217 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 2,093 37,105 SH   SOLE   37,105 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 1,109 7,109 SH   SOLE   7,109 0 0
REVANCE THERAPEUTICS INC COM 761330109 1,763 49,301 SH   SOLE   49,301 0 0
REXNORD CORP NEW COM 76169B102 18,883 725,715 SH   SOLE   725,715 0 0
RINGCENTRAL INC CL A 76680R206 3,834 79,216 SH   SOLE   79,216 0 0
ROGERS CORP COM 775133101 26,504 163,683 SH   SOLE   163,683 0 0
RPX CORP COM 74972G103 4,084 303,865 SH   SOLE   303,865 0 0
RYDER SYS INC COM 783549108 25,789 306,387 SH   SOLE   306,387 0 0
SAIA INC COM 78709Y105 13,372 189,001 SH   SOLE   189,001 0 0
SANCHEZ ENERGY CORP COM 79970Y105 4,801 904,168 SH   SOLE   904,168 0 0
SANMINA CORPORATION COM 801056102 4,545 137,735 SH   SOLE   137,735 0 0
SERVICE CORP INTL COM 817565104 31,478 843,457 SH   SOLE   843,457 0 0
SHUTTERFLY INC COM 82568P304 2,421 48,663 SH   SOLE   48,663 0 0
SILICON LABORATORIES INC COM 826919102 34,244 387,819 SH   SOLE   387,819 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 33,636 888,660 SH   SOLE   888,660 0 0
SKYWEST INC COM 830879102 40,292 758,802 SH   SOLE   758,802 0 0
SLEEP NUMBER CORP COM 83125X103 35,162 935,401 SH   SOLE   935,401 0 0
SONIC CORP COM 835451105 24,488 891,110 SH   SOLE   891,110 0 0
SP PLUS CORP COM 78469C103 6,476 174,545 SH   SOLE   174,545 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,124 11,709 SH   SOLE   10,682 0 1,027
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 19,283 221,013 SH   SOLE   221,013 0 0
SPX CORP COM 784635104 37,257 1,186,915 SH   SOLE   1,186,915 0 0
STANLEY BLACK & DECKER INC COM 854502101 69,236 408,017 SH   SOLE   403,738 0 4,279
STATE BK FINL CORP COM 856190103 5,231 175,307 SH   SOLE   175,307 0 0
STATE STR CORP COM 857477103 81,548 835,444 SH   SOLE   826,246 0 9,198
STEEL DYNAMICS INC COM 858119100 17,129 397,143 SH   SOLE   397,143 0 0
STERIS PLC SHS USD G84720104 655 7,489 SH   SOLE   7,489 0 0
STIFEL FINL CORP COM 860630102 11,866 199,227 SH   SOLE   199,227 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 12,425 751,687 SH   SOLE   751,687 0 0
SUNTRUST BKS INC COM 867914103 81,947 1,268,727 SH   SOLE   1,257,233 0 11,494
SUPERNUS PHARMACEUTICALS INC COM 868459108 43,333 1,087,415 SH   SOLE   1,087,415 0 0
SYNNEX CORP COM 87162W100 11,774 86,604 SH   SOLE   86,604 0 0
SYNOPSYS INC COM 871607107 19,851 232,884 SH   SOLE   232,884 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 30,390 276,829 SH   SOLE   276,829 0 0
TECHNIPFMC PLC COM G87110105 16,454 525,521 SH   SOLE   512,933 0 12,588
TELEFLEX INC COM 879369106 40,281 161,888 SH   SOLE   161,888 0 0
TETRA TECH INC NEW COM 88162G103 1,839 38,195 SH   SOLE   38,195 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 42,498 478,047 SH   SOLE   478,047 0 0
TEXAS ROADHOUSE INC COM 882681109 35,383 671,659 SH   SOLE   671,659 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 54,285 285,890 SH   SOLE   282,115 0 3,775
TIFFANY & CO NEW COM 886547108 19,849 190,943 SH   SOLE   186,387 0 4,556
TIVO CORP COM 88870P106 25,218 1,616,522 SH   SOLE   1,616,522 0 0
TOPBUILD CORP COM 89055F103 39,047 515,539 SH   SOLE   515,539 0 0
TRICO BANCSHARES COM 896095106 2,066 54,571 SH   SOLE   54,571 0 0
TRIMAS CORP COM NEW 896215209 5,028 187,949 SH   SOLE   187,949 0 0
TRINSEO S A SHS L9340P101 21,613 297,698 SH   SOLE   297,698 0 0
TRUEBLUE INC COM 89785X101 7,933 288,482 SH   SOLE   288,482 0 0
TYSON FOODS INC CL A 902494103 64,309 793,255 SH   SOLE   784,233 0 9,022
U S CONCRETE INC COM NEW 90333L201 33,320 398,323 SH   SOLE   398,323 0 0
U S SILICA HLDGS INC COM 90346E103 13,859 425,652 SH   SOLE   425,652 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 1,168 25,176 SH   SOLE   25,176 0 0
UMPQUA HLDGS CORP COM 904214103 26,927 1,294,585 SH   SOLE   1,294,585 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 12,287 436,642 SH   SOLE   436,642 0 0
UNITEDHEALTH GROUP INC COM 91324P102 87,129 395,214 SH   SOLE   389,258 0 5,956
UNIVERSAL ELECTRS INC COM 913483103 1,335 28,256 SH   SOLE   28,256 0 0
UNIVERSAL FST PRODS INC COM 913543104 12,630 335,726 SH   SOLE   335,726 0 0
VALERO ENERGY CORP NEW COM 91913Y100 360 3,916 SH   SOLE   3,916 0 0
VANDA PHARMACEUTICALS INC COM 921659108 20,856 1,372,091 SH   SOLE   1,372,091 0 0
VERINT SYS INC COM 92343X100 15,733 375,931 SH   SOLE   375,931 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 45,250 854,914 SH   SOLE   851,139 0 3,775
VIAD CORP COM NEW 92552R406 10,441 188,459 SH   SOLE   188,459 0 0
VISA INC COM CL A 92826C839 40,467 354,910 SH   SOLE   346,102 0 8,808
VISHAY INTERTECHNOLOGY INC COM 928298108 13,707 660,594 SH   SOLE   660,594 0 0
VONAGE HLDGS CORP COM 92886T201 21,885 2,151,943 SH   SOLE   2,151,943 0 0
WABASH NATL CORP COM 929566107 35,507 1,636,284 SH   SOLE   1,636,284 0 0
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 34,595 1,111,651 SH   SOLE   1,111,651 0 0
WASTE MGMT INC DEL COM 94106L109 71,392 827,259 SH   SOLE   819,064 0 8,195
WATSCO INC COM 942622200 29,604 174,103 SH   SOLE   174,103 0 0
WEB COM GROUP INC COM 94733A104 21,796 999,818 SH   SOLE   999,818 0 0
WELLS FARGO CO NEW COM 949746101 37,251 613,999 SH   SOLE   611,426 0 2,573
WESTERN ALLIANCE BANCORP COM 957638109 18,811 332,231 SH   SOLE   332,231 0 0
WESTLAKE CHEM CORP COM 960413102 43,686 410,082 SH   SOLE   406,733 0 3,349
WESTROCK CO COM 96145D105 49,528 783,543 SH   SOLE   776,565 0 6,978
WINTRUST FINL CORP COM 97650W108 39,563 480,307 SH   SOLE   480,307 0 0
WOLVERINE WORLD WIDE INC COM 978097103 21,216 665,511 SH   SOLE   665,511 0 0
WSFS FINL CORP COM 929328102 12,985 271,360 SH   SOLE   271,360 0 0
XCEL ENERGY INC COM 98389B100 66,065 1,373,212 SH   SOLE   1,359,195 0 14,017
XPERI CORP COM 98421B100 14,465 592,815 SH   SOLE   592,815 0 0
ZIONS BANCORPORATION COM 989701107 37,605 739,828 SH   SOLE   739,828 0 0
ZOETIS INC CL A 98978V103 375 5,206 SH   SOLE   5,206 0 0