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 26,572 803,989 SH   SOLE   600,490 0 203,499
ABBVIE INC COM 00287Y109 44,621 712,573 SH   SOLE   325,017 0 387,556
ACACIA RESH CORP ACACIA TCH COM 003881307 221 34,000 SH   SOLE   34,000 0 0
ACETO CORP COM 004446100 11,892 541,263 SH   SOLE   541,263 0 0
ACUSHNET HOLDINGS CORP COM 005098108 16,810 852,847 SH   SOLE   568,716 0 284,131
ADAMS RES & ENERGY INC COM NEW 006351308 4,829 121,780 SH   SOLE   121,780 0 0
ADTRAN INC COM 00738A106 37,890 1,695,318 SH   SOLE   1,257,325 0 437,993
AFFILIATED MANAGERS GROUP COM 008252108 581 4,000 SH   SOLE   4,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 10,006 628,112 SH   SOLE   418,934 0 209,178
ALON USA ENERGY INC COM 020520102 12,237 1,075,310 SH   SOLE   1,075,310 0 0
ANDERSONS INC COM 034164103 29,867 668,161 SH   SOLE   492,829 0 175,332
ANNALY CAP MGMT INC COM 035710409 1,320 132,400 SH Put SOLE   132,400 0 0
APPLE INC COM 037833100 65,768 567,848 SH   SOLE   257,248 0 310,600
ARMADA HOFFLER PPTYS INC COM 04208T108 4,255 292,050 SH   SOLE   292,050 0 0
ARTESIAN RESOURCES CORP CL A 043113208 984 30,806 SH   SOLE   30,806 0 0
AT&T INC COM 00206R102 51,983 1,222,267 SH   SOLE   550,807 0 671,460
BALDWIN & LYONS INC CL B 057755209 4,697 186,381 SH   SOLE   186,381 0 0
BANC OF CALIFORNIA INC COM 05990K106 2,875 165,708 SH   SOLE   165,708 0 0
BANK AMER CORP COM 060505104 608 27,500 SH   SOLE   27,500 0 0
BANKFINANCIAL CORP COM 06643P104 9,256 624,586 SH   SOLE   624,586 0 0
BARRETT BILL CORP COM 06846N104 1,213 173,500 SH   SOLE   173,500 0 0
BB&T CORP COM 054937107 57,846 1,230,241 SH   SOLE   565,063 0 665,178
BIO TECHNE CORP COM 09073M104 395 3,839 SH   SOLE   3,839 0 0
BLOOMIN BRANDS INC COM 094235108 19,512 1,082,205 SH   SOLE   747,952 0 334,253
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 21,884 1,325,522 SH   SOLE   898,869 0 426,653
BROOKLINE BANCORP INC DEL COM 11373M107 17,759 1,082,878 SH   SOLE   822,607 0 260,271
BROOKS AUTOMATION INC COM 114340102 7,742 453,572 SH   SOLE   453,572 0 0
BRYN MAWR BK CORP COM 117665109 10,091 239,399 SH   SOLE   239,399 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 20,190 319,615 SH   SOLE   213,077 0 106,538
CALGON CARBON CORP COM 129603106 11,372 668,924 SH   SOLE   668,924 0 0
CALLON PETE CO DEL COM 13123X102 415 27,000 SH   SOLE   27,000 0 0
CAPITAL CITY BK GROUP INC COM 139674105 555 27,115 SH   SOLE   27,115 0 0
CARDINAL HEALTH INC COM 14149Y108 33,804 469,696 SH   SOLE   215,094 0 254,602
CARPENTER TECHNOLOGY CORP COM 144285103 22,918 633,610 SH   SOLE   407,483 0 226,127
CATCHMARK TIMBER TR INC CL A 14912Y202 11,949 1,061,180 SH   SOLE   1,061,180 0 0
CEB INC COM 125134106 31,759 524,071 SH   SOLE   356,775 0 167,296
CEDAR REALTY TRUST INC COM NEW 150602209 5,395 826,183 SH   SOLE   826,183 0 0
CENTERPOINT ENERGY INC COM 15189T107 27,885 1,131,677 SH   SOLE   544,525 0 587,152
CHEVRON CORP NEW COM 166764100 68,074 578,365 SH   SOLE   253,425 0 324,940
CHICOS FAS INC COM 168615102 11,548 802,488 SH   SOLE   567,475 0 235,013
CITIGROUP INC COM NEW 172967424 862 14,500 SH   SOLE   14,500 0 0
CLUBCORP HLDGS INC COM 18948M108 37,018 2,579,659 SH   SOLE   1,888,914 0 690,745
CNOOC LTD SPONSORED ADR 126132109 1,069 8,620 SH   SOLE   8,620 0 0
COCA COLA CO COM 191216100 42,196 1,017,746 SH   SOLE   472,026 0 545,720
CODORUS VY BANCORP INC COM 192025104 2,273 79,463 SH   SOLE   79,463 0 0
COHEN & STEERS INC COM 19247A100 17,986 535,306 SH   SOLE   374,133 0 161,173
COHU INC COM 192576106 26,160 1,882,028 SH   SOLE   1,527,685 0 354,343
COLUMBIA BKG SYS INC COM 197236102 9,816 219,702 SH   SOLE   158,783 0 60,919
COLUMBIA SPORTSWEAR CO COM 198516106 30,450 522,303 SH   SOLE   365,396 0 156,907
COMMUNICATIONS SYS INC COM 203900105 1,516 327,344 SH   SOLE   327,344 0 0
COMPASS MINERALS INTL INC COM 20451N101 44,348 566,022 SH   SOLE   390,654 0 175,368
CONOCOPHILLIPS COM 20825C104 49,321 983,665 SH   SOLE   458,910 0 524,755
COOPER TIRE & RUBR CO COM 216831107 1,521 39,144 SH   SOLE   39,144 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 1,294 41,440 SH   SOLE   41,440 0 0
COUSINS PPTYS INC COM 222795106 1,361 159,891 SH   SOLE   159,891 0 0
COVANTA HLDG CORP COM 22282E102 26,727 1,713,239 SH   SOLE   1,169,625 0 543,614
CREDICORP LTD COM G2519Y108 925 5,860 SH   SOLE   5,860 0 0
CULLEN FROST BANKERS INC COM 229899109 33,715 382,121 SH   SOLE   188,016 0 194,105
CVS HEALTH CORP COM 126650100 38,254 484,781 SH   SOLE   221,549 0 263,232
CYPRESS SEMICONDUCTOR CORP COM 232806109 51,381 4,491,386 SH   SOLE   2,479,762 0 2,011,624
DELEK US HLDGS INC COM 246647101 35,609 1,479,411 SH   SOLE   1,089,714 0 389,697
DIEBOLD NXDF INC COM 253651103 71,575 2,845,915 SH   SOLE   1,916,354 0 929,561
DMC GLOBAL INC COM 23291C103 3,125 197,135 SH   SOLE   197,135 0 0
DONEGAL GROUP INC CL A 257701201 4,671 267,214 SH   SOLE   267,214 0 0
DUNKIN BRANDS GROUP INC COM 265504100 33,428 637,448 SH   SOLE   308,488 0 328,960
EAGLE BANCORP MONT INC COM 26942G100 4,219 199,932 SH   SOLE   199,932 0 0
EASTERN VA BANKSHARES INC COM 277196101 1,198 114,662 SH   SOLE   114,662 0 0
EASTMAN CHEM CO COM 277432100 55,465 737,468 SH   SOLE   353,838 0 383,630
EATON CORP PLC SHS G29183103 31,979 476,660 SH   SOLE   239,790 0 236,870
ECLIPSE RES CORP COM 27890G100 622 233,100 SH   SOLE   233,100 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 123 10,000 SH   SOLE   10,000 0 0
EMERSON ELEC CO COM 291011104 54,168 971,631 SH   SOLE   425,461 0 546,170
ENTERPRISE FINL SVCS CORP COM 293712105 5,278 122,744 SH   SOLE   122,744 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 6,129 875,619 SH   SOLE   875,619 0 0
EVEREST RE GROUP LTD COM G3223R108 24,277 112,184 SH   SOLE   60,022 0 52,162
EXXON MOBIL CORP COM 30231G102 66,197 733,401 SH   SOLE   309,518 0 423,883
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 979 83,000 SH   SOLE   83,000 0 0
FIFTH THIRD BANCORP COM 316773100 46,169 1,711,867 SH   SOLE   782,867 0 929,000
FINISH LINE INC CL A 317923100 39,659 2,108,411 SH   SOLE   1,550,793 0 557,618
FIRST BANCORP INC ME COM 31866P102 1,841 55,612 SH   SOLE   55,612 0 0
FIRST HORIZON NATL CORP COM 320517105 37,313 1,864,737 SH   SOLE   1,263,742 0 600,995
FIRST MERCHANTS CORP COM 320817109 19,649 521,894 SH   SOLE   354,415 0 167,479
FIRST MIDWEST BANCORP DEL COM 320867104 20,770 823,213 SH   SOLE   548,784 0 274,429
FLIR SYS INC COM 302445101 23,431 647,438 SH   SOLE   439,011 0 208,427
FLOTEK INDS INC DEL COM 343389102 357 38,000 SH   SOLE   38,000 0 0
FLOWERS FOODS INC COM 343498101 16,411 821,762 SH   SOLE   547,730 0 274,032
FNB CORP PA COM 302520101 65,114 4,062,015 SH   SOLE   2,810,225 0 1,251,790
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 848 11,130 SH   SOLE   11,130 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 36,868 3,039,426 SH   SOLE   1,330,480 0 1,708,946
FORWARD AIR CORP COM 349853101 13,521 285,364 SH   SOLE   194,545 0 90,819
GALLAGHER ARTHUR J & CO COM 363576109 28,347 545,549 SH   SOLE   264,063 0 281,486
GASTAR EXPL INC NEW COM 36729W202 1,289 831,584 SH   SOLE   831,584 0 0
GENERAL MTRS CO COM 37045V100 30,025 861,799 SH   SOLE   395,279 0 466,520
GOLAR LNG LTD BERMUDA SHS G9456A100 849 37,000 SH   SOLE   37,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,006 4,200 SH   SOLE   4,200 0 0
GRAHAM CORP COM 384556106 6,537 295,144 SH   SOLE   295,144 0 0
GRANITE CONSTR INC COM 387328107 18,084 328,808 SH   SOLE   229,943 0 98,865
GREENHILL & CO INC COM 395259104 1,244 44,900 SH   SOLE   44,900 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 945 6,570 SH   SOLE   6,570 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 6,542 281,363 SH   SOLE   281,363 0 0
HANCOCK HLDG CO COM 410120109 23,386 542,604 SH   SOLE   386,510 0 156,094
HANOVER INS GROUP INC COM 410867105 24,733 271,763 SH   SOLE   184,228 0 87,535
HARTFORD FINL SVCS GROUP INC COM 416515104 38,459 807,112 SH   SOLE   366,532 0 440,580
HAWKINS INC COM 420261109 6,328 117,291 SH   SOLE   117,291 0 0
HAYNES INTERNATIONAL INC COM NEW 420877201 21,014 488,808 SH   SOLE   365,046 0 123,762
HELMERICH & PAYNE INC COM 423452101 32,529 420,265 SH   SOLE   205,495 0 214,770
HNI CORP COM 404251100 949 16,972 SH   SOLE   16,972 0 0
HONEYWELL INTL INC COM 438516106 40,330 348,121 SH   SOLE   164,221 0 183,900
HOPFED BANCORP INC COM 439734104 6,939 515,553 SH   SOLE   515,553 0 0
HORIZON BANCORP IND COM 440407104 1,994 71,198 SH   SOLE   71,198 0 0
HOST HOTELS & RESORTS INC COM 44107P104 39,354 2,088,870 SH   SOLE   1,024,451 0 1,064,419
HOSTESS BRANDS INC CL A 44109J106 176 13,500 SH   SOLE   13,500 0 0
HSN INC COM 404303109 23,763 692,810 SH   SOLE   470,591 0 222,219
HUNTSMAN CORP COM 447011107 35,595 1,865,573 SH   SOLE   872,786 0 992,787
HURCO COMPANIES INC COM 447324104 5,895 178,086 SH   SOLE   178,086 0 0
IBERIABANK CORP COM 450828108 39,919 476,645 SH   SOLE   329,056 0 147,589
INDEPENDENCE CONTRACT DRIL I COM 453415309 335 50,000 SH   SOLE   50,000 0 0
INDEPENDENT BANK CORP MICH COM NEW 453838609 7,324 337,494 SH   SOLE   337,494 0 0
INFINITY PPTY & CAS CORP COM 45665Q103 299 3,407 SH   SOLE   3,407 0 0
INTEL CORP COM 458140100 37,515 1,034,338 SH   SOLE   475,868 0 558,470
INTERFACE INC COM 458665304 33,488 1,805,304 SH   SOLE   1,258,343 0 546,961
INTERNATIONAL BUSINESS MACHS COM 459200101 40,289 242,717 SH   SOLE   107,307 0 135,410
INTL PAPER CO COM 460146103 31,583 595,235 SH   SOLE   276,266 0 318,969
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 930 90,480 SH   SOLE   90,480 0 0
ITT INC COM 45073V108 30,065 779,488 SH   SOLE   528,575 0 250,913
JABIL CIRCUIT INC COM 466313103 1,516 64,065 SH   SOLE   64,065 0 0
JOHNSON CTLS INTL PLC SHS G51502105 30,865 749,340 SH   SOLE   378,511 0 370,829
JPMORGAN CHASE & CO COM 46625H100 59,442 688,858 SH   SOLE   316,286 0 372,572
KANSAS CITY SOUTHERN COM NEW 485170302 2,460 28,990 SH   SOLE   28,990 0 0
KBR INC COM 48242W106 53,828 3,225,183 SH   SOLE   2,227,084 0 998,099
KFORCE INC COM 493732101 10,170 440,247 SH   SOLE   440,247 0 0
KIMBALL INTL INC CL B 494274103 8,260 470,384 SH   SOLE   470,384 0 0
KLA-TENCOR CORP COM 482480100 26,314 334,446 SH   SOLE   155,926 0 178,520
KORN FERRY INTL COM NEW 500643200 36,670 1,246,018 SH   SOLE   844,740 0 401,278
KRONOS WORLDWIDE INC COM 50105F105 29,348 2,457,932 SH   SOLE   1,714,034 0 743,898
LIBBEY INC COM 529898108 8,091 415,767 SH   SOLE   415,767 0 0
LIMONEIRA CO COM 532746104 1,506 70,024 SH   SOLE   70,024 0 0
LSI INDS INC COM 50216C108 5,787 594,198 SH   SOLE   594,198 0 0
LUXFER HLDGS PLC SPONSORED ADR 550678106 10,390 954,131 SH   SOLE   954,131 0 0
M & T BK CORP COM 55261F104 28,891 184,691 SH   SOLE   86,344 0 98,347
MARATHON OIL CORP COM 565849106 1,549 89,470 SH   SOLE   89,470 0 0
MCGRATH RENTCORP COM 580589109 40,417 1,031,297 SH   SOLE   775,089 0 256,208
MERCK & CO INC COM 58933Y105 53,385 906,832 SH   SOLE   417,908 0 488,924
MEREDITH CORP COM 589433101 14,266 241,182 SH   SOLE   160,722 0 80,460
METLIFE INC COM 59156R108 27,800 515,874 SH   SOLE   231,434 0 284,440
MIDDLEBURG FINANCIAL CORP COM 596094102 1,447 41,633 SH   SOLE   41,633 0 0
MIDSOUTH BANCORP INC COM 598039105 8,579 630,793 SH   SOLE   630,793 0 0
MORGAN STANLEY COM NEW 617446448 40,021 947,254 SH   SOLE   440,211 0 507,043
MOSAIC CO NEW COM 61945C103 27,806 948,034 SH   SOLE   440,194 0 507,840
MTS SYS CORP COM 553777103 9,605 169,395 SH   SOLE   169,395 0 0
MURPHY OIL CORP COM 626717102 53,161 1,707,723 SH   SOLE   829,412 0 878,311
NATIONAL BK HLDGS CORP CL A 633707104 12,438 390,038 SH   SOLE   275,058 0 114,980
NATIONAL FUEL GAS CO N J COM 636180101 29,899 527,872 SH   SOLE   257,473 0 270,399
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 6,075 275,241 SH   SOLE   275,241 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 35,148 2,209,169 SH   SOLE   1,079,877 0 1,129,292
NEWELL BRANDS INC COM 651229106 424 9,500 SH   SOLE   9,500 0 0
NEXTERA ENERGY INC COM 65339F101 42,255 353,714 SH   SOLE   163,851 0 189,863
NORFOLK SOUTHERN CORP COM 655844108 42,001 388,648 SH   SOLE   178,598 0 210,050
NORTHWEST BANCSHARES INC MD COM 667340103 13,264 735,645 SH   SOLE   490,399 0 245,246
NUCOR CORP COM 670346105 22,043 370,343 SH   SOLE   171,898 0 198,445
OCCIDENTAL PETE CORP DEL COM 674599105 56,778 797,107 SH   SOLE   370,902 0 426,205
OCEANEERING INTL INC COM 675232102 36,627 1,298,373 SH   SOLE   893,850 0 404,523
OLD NATL BANCORP IND COM 680033107 38,316 2,111,077 SH   SOLE   1,475,080 0 635,997
OLIN CORP COM PAR $1 680665205 42,029 1,641,130 SH   SOLE   775,050 0 866,080
OM ASSET MGMT PLC SHS G67506108 32,304 2,227,839 SH   SOLE   1,516,757 0 711,082
ONEBEACON INSURANCE GROUP LT CL A G67742109 6,936 432,136 SH   SOLE   288,155 0 143,981
ORBITAL ATK INC COM 68557N103 1,655 18,860 SH   SOLE   18,860 0 0
ORRSTOWN FINL SVCS INC COM 687380105 6,412 286,261 SH   SOLE   286,261 0 0
OUTFRONT MEDIA INC COM 69007J106 65,381 2,628,896 SH   SOLE   1,461,632 0 1,167,264
OXFORD INDS INC COM 691497309 30,543 507,953 SH   SOLE   373,337 0 134,616
PACE HLDGS CORP CL A G6865N103 202 20,000 SH   SOLE   20,000 0 0
PACIFIC CONTINENTAL CORP COM 69412V108 7,659 350,534 SH   SOLE   350,534 0 0
PARK STERLING CORP COM 70086Y105 12,578 1,165,672 SH   SOLE   1,165,672 0 0
PARSLEY ENERGY INC CL A 701877102 511 14,500 SH   SOLE   14,500 0 0
PBF ENERGY INC CL A 69318G106 37,807 1,356,070 SH   SOLE   922,736 0 433,334
PENTAIR PLC SHS G7S00T104 41,449 739,244 SH   SOLE   396,011 0 343,233
PEOPLES BANCORP INC COM 709789101 7,766 239,259 SH   SOLE   239,259 0 0
PHILIP MORRIS INTL INC COM 718172109 33,694 368,284 SH   SOLE   169,344 0 198,940
PINNACLE WEST CAP CORP COM 723484101 24,204 310,185 SH   SOLE   148,467 0 161,718
PNC FINL SVCS GROUP INC COM 693475105 38,866 332,298 SH   SOLE   155,119 0 177,179
POLYONE CORP COM 73179P106 32,186 1,004,564 SH   SOLE   672,634 0 331,930
POTLATCH CORP NEW COM 737630103 27,928 670,545 SH   SOLE   468,587 0 201,958
PRAXAIR INC COM 74005P104 41,983 358,251 SH   SOLE   166,091 0 192,160
PRECISION DRILLING CORP COM 2010 74022D308 382 70,000 SH   SOLE   70,000 0 0
PRIMORIS SVCS CORP COM 74164F103 40,084 1,759,606 SH   SOLE   1,285,792 0 473,814
PROSPERITY BANCSHARES INC COM 743606105 23,692 330,061 SH   SOLE   231,366 0 98,695
PRUDENTIAL FINL INC COM 744320102 49,450 475,204 SH   SOLE   218,334 0 256,870
PZENA INVESTMENT MGMT INC CLASS A 74731Q103 7,339 660,555 SH   SOLE   660,555 0 0
QUALCOMM INC COM 747525103 24,185 370,931 SH   SOLE   166,741 0 204,190
REGAL BELOIT CORP COM 758750103 1,774 25,615 SH   SOLE   25,615 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 535 13,000 SH   SOLE   13,000 0 0
RESOURCES CONNECTION INC COM 76122Q105 6,979 362,551 SH   SOLE   362,551 0 0
RING ENERGY INC COM 76680V108 1,977 152,212 SH   SOLE   152,212 0 0
RIVERVIEW BANCORP INC COM 769397100 6,697 956,752 SH   SOLE   956,752 0 0
ROCKWELL AUTOMATION INC COM 773903109 26,153 194,592 SH   SOLE   80,502 0 114,090
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 25,318 465,580 SH   SOLE   242,720 0 222,860
RYDER SYS INC COM 783549108 41,198 553,435 SH   SOLE   260,755 0 292,680
SCHLUMBERGER LTD COM 806857108 55,906 665,939 SH   SOLE   334,889 0 331,050
SCHULMAN A INC COM 808194104 28,893 863,764 SH   SOLE   639,731 0 224,033
SI FINL GROUP INC MD COM 78425V104 4,236 275,075 SH   SOLE   275,075 0 0
SILGAN HOLDINGS INC COM 827048109 34,054 665,375 SH   SOLE   461,932 0 203,443
SNYDERS-LANCE INC COM 833551104 23,372 609,609 SH   SOLE   421,461 0 188,148
SOUTHWEST BANCORP INC OKLA COM 844767103 10,467 360,922 SH   SOLE   360,922 0 0
ST JUDE MED INC COM 790849103 36,972 461,055 SH   SOLE   209,887 0 251,168
STATE AUTO FINL CORP COM 855707105 7,679 286,405 SH   SOLE   196,944 0 89,461
STONECASTLE FINL CORP COM 861780104 3,197 171,071 SH   SOLE   171,071 0 0
SUN HYDRAULICS CORP COM 866942105 5,018 125,532 SH   SOLE   125,532 0 0
SUNTRUST BKS INC COM 867914103 27,515 501,641 SH   SOLE   234,031 0 267,610
SYNALLOY CP DEL COM 871565107 5,259 480,298 SH   SOLE   480,298 0 0
SYNGENTA AG SPONSORED ADR 87160A100 16,119 203,909 SH   SOLE   97,520 0 106,389
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 4,813 167,412 SH   SOLE   167,412 0 0
TCF FINL CORP COM 872275102 33,399 1,704,900 SH   SOLE   1,153,352 0 551,548
TELEFONICA BRASIL SA SPONSORED ADR 87936r106 1,205 90,070 SH   SOLE   90,070 0 0
TENARIS S A SPONSORED ADR 88031M109 1,202 33,650 SH   SOLE   33,650 0 0
TEREX CORP NEW COM 880779103 33,135 1,050,906 SH   SOLE   711,695 0 339,211
TESSCO TECHNOLOGIES INC COM 872386107 7,835 602,659 SH   SOLE   602,659 0 0
TESSERA HLDG CORP COM 88166T101 39,526 894,248 SH   SOLE   606,237 0 288,011
TETRA TECHNOLOGIES INC DEL COM 88162F105 326 65,000 SH   SOLE   65,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 28,832 795,374 SH   SOLE   456,924 0 338,450
TEXAS PAC LD TR SUB CTF PROP I T 882610108 1,632 5,500 SH   SOLE   5,500 0 0
TIMKEN CO COM 887389104 33,578 845,798 SH   SOLE   410,798 0 435,000
TRAVELCENTERS AMER LLC COM 894174101 387 54,500 SH   SOLE   54,500 0 0
TRAVELERS COMPANIES INC COM 89417E109 44,791 365,876 SH   SOLE   167,984 0 197,892
TRICO BANCSHARES COM 896095106 10,225 299,137 SH   SOLE   299,137 0 0
TRONOX LTD SHS CL A Q9235V101 5,619 545,037 SH   SOLE   297,480 0 247,557
U S CONCRETE INC COM NEW 90333L201 328 5,000 SH   SOLE   5,000 0 0
U S SILICA HLDGS INC COM 90346E103 567 10,000 SH   SOLE   10,000 0 0
UMB FINL CORP COM 902788108 30,506 395,568 SH   SOLE   276,030 0 119,538
UNION PAC CORP COM 907818108 33,543 323,527 SH   SOLE   151,137 0 172,390
UNITED CMNTY FINL CORP OHIO COM 909839102 7,821 874,812 SH   SOLE   874,812 0 0
UNITED FINL BANCORP INC NEW COM 910304104 12,371 681,202 SH   SOLE   681,202 0 0
UNITED PARCEL SERVICE INC CL B 911312106 48,908 426,623 SH   SOLE   194,263 0 232,360
UNITED STATES OIL FUND LP UNITS 91232N108 1,525 130,100 SH Call SOLE   130,100 0 0
UNITED TECHNOLOGIES CORP COM 913017109 28,010 255,517 SH   SOLE   136,457 0 119,060
UNIVERSAL CORP VA COM 913456109 6,188 97,066 SH   SOLE   59,512 0 37,554
UNIVEST CORP PA COM 915271100 4,724 152,882 SH   SOLE   152,882 0 0
US BANCORP DEL COM NEW 902973304 28,948 563,510 SH   SOLE   255,040 0 308,470
VILLAGE SUPER MKT INC CL A NEW 927107409 1,057 34,219 SH   SOLE   34,219 0 0
VIMPELCOM LTD SPONSORED ADR 92719a106 5,805 1,507,717 SH   SOLE   1,289,417 0 218,300
WAL-MART STORES INC COM 931142103 41,602 601,875 SH   SOLE   272,934 0 328,941
WEATHERFORD INTL PLC ORD SHS G48833100 474 95,000 SH   SOLE   95,000 0 0
WELLS FARGO & CO NEW COM 949746101 49,720 902,188 SH   SOLE   420,948 0 481,240
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