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
1-800-FLOWERS.COM COM 68243Q106 716 73,438 SH   SOLE   73,438 0 0
3M Company COM 88579Y101 500 2,403 SH   SOLE   2,403 0 0
58.com -ADR COM 31680Q104 201 4,555 SH   SOLE   4,555 0 0
Aaron's COM 002535300 57,129 1,468,601 SH   SOLE   955,111 0 513,490
Addus HomeCare COM 006739106 3,544 95,277 SH   SOLE   95,277 0 0
Adecoagro S.A. COM L00849106 4,145 414,933 SH   SOLE   394,589 0 20,344
ADM COM 039483102 8,590 207,590 SH   SOLE   145,584 0 62,006
Adobe Systems COM 00724F101 32,428 229,273 SH   SOLE   160,854 0 68,419
Advanced Energy Inds COM 007973100 18,422 284,774 SH   SOLE   184,508 0 100,266
AdvanSix COM 00773T101 283 9,073 SH   SOLE   9,073 0 0
Advantage Oil & Gas COM 00765F101 1,951 289,061 SH   SOLE   289,061 0 0
Aegean Marine Petro COM Y0017S102 1,275 217,908 SH   SOLE   217,908 0 0
AerCap Hldgs NV COM N00985106 47,868 1,030,970 SH   SOLE   623,454 0 407,516
AES Corp COM 00130H105 201,461 18,133,296 SH   SOLE   11,059,759 0 7,073,537
Aetna COM 00817Y108 1,884 12,406 SH   SOLE   0 0 12,406
Aflac Inc COM 001055102 270,587 3,483,353 SH   SOLE   2,052,082 0 1,431,271
Agilent Technologies COM 00846U101 12,468 210,211 SH   SOLE   207,538 0 2,673
Air Products & Chem COM 009158106 4,902 34,264 SH   SOLE   34,264 0 0
Alaska Air Group COM 011659109 18,378 204,743 SH   SOLE   132,922 0 71,821
Alibaba Group -ADR COM 01609W102 18,673 132,529 SH   SOLE   132,529 0 0
Alliant Corp COM 018802108 506 12,600 SH   SOLE   0 0 12,600
Allstate Corp COM 020002101 309,496 3,499,504 SH   SOLE   2,057,221 0 1,442,283
Ally Financial COM 02005N100 84,409 4,038,709 SH   SOLE   2,186,939 0 1,851,770
Alpha and Omega Semi COM G6331P104 3,160 189,541 SH   SOLE   177,134 0 12,407
Alphabet (A) COM 02079K305 45,398 48,832 SH   SOLE   38,441 0 10,391
Altria Group COM 02209S103 52,683 707,438 SH   SOLE   460,750 0 246,688
AmBev COM 02319V103 1,444 262,968 SH   SOLE   262,968 0 0
AMC Networks COM 00164V103 53,206 996,174 SH   SOLE   613,375 0 382,799
Amdocs Ltd COM G02602103 39,194 608,040 SH   SOLE   402,934 0 205,106
America Movil COM 02364W105 1,451 91,161 SH   SOLE   91,161 0 0
American Airlines Grp COM 02376R102 47,918 952,263 SH   SOLE   679,557 0 272,706
American Elec Pwr COM 025537101 209,345 3,013,461 SH   SOLE   1,769,195 0 1,244,266
American Eqty Invt Life COM 025676206 2,774 105,563 SH   SOLE   105,563 0 0
American Express COM 025816109 292 3,469 SH   SOLE   3,469 0 0
American Intl Group COM 026874784 1,386 22,166 SH   SOLE   17,157 0 5,009
American Software COM 029683109 886 86,118 SH   SOLE   86,118 0 0
Ameriprise Financial COM 03076C106 742 5,827 SH   SOLE   5,827 0 0
AmerisourceBergen COM 03073E105 1,756 18,580 SH   SOLE   0 0 18,580
Amgen Inc COM 031162100 27,098 157,337 SH   SOLE   124,604 0 32,733
Amkor Technology COM 031652100 50,021 5,119,841 SH   SOLE   3,255,514 0 1,864,327
Anadarko Petroleum COM 032511107 30,006 661,794 SH   SOLE   370,492 0 291,302
Andeavor COM 03349M105 130,213 1,391,163 SH   SOLE   812,418 0 578,745
Antero Resources Corp COM 03674X106 2,178 100,776 SH   SOLE   22,256 0 78,520
Anthem COM 036752103 8,091 43,008 SH   SOLE   20,229 0 22,779
Apple COM 037833100 83,662 580,905 SH   SOLE   420,724 0 160,181
Applied Genetic Tech COM 03820J100 2,402 470,982 SH   SOLE   470,982 0 0
Applied Industrial Tech COM 03820C105 11,749 198,965 SH   SOLE   195,702 0 3,263
Applied Materials COM 038222105 268,518 6,500,066 SH   SOLE   3,883,606 0 2,616,460
AptarGroup COM 038336103 686 7,900 SH   SOLE   0 0 7,900
Archrock COM 03957W106 3,846 337,373 SH   SOLE   337,373 0 0
Argan COM 04010E109 6,425 107,080 SH   SOLE   103,607 0 3,473
Argo Group Intl Hldgs COM G0464B107 10,070 166,170 SH   SOLE   162,271 0 3,899
Ashford Hospitality COM 044103109 8,707 1,432,023 SH   SOLE   1,359,602 0 72,421
Aspen Ins Hldgs Ltd COM G05384105 8,893 178,398 SH   SOLE   117,747 0 60,651
Aspen Technology COM 045327103 145,970 2,641,504 SH   SOLE   1,619,768 0 1,021,736
Assurant COM 04621X108 1,382 13,330 SH   SOLE   0 0 13,330
Assured Guaranty Ltd COM G0585R106 159,783 3,828,058 SH   SOLE   2,420,160 0 1,407,898
AT&T COM 00206R102 141,779 3,757,736 SH   SOLE   2,315,080 0 1,442,656
Atkore International COM 047649108 3,701 164,108 SH   SOLE   154,638 0 9,470
Atlantic Power Corp COM 04878Q863 216 89,933 SH   SOLE   89,933 0 0
Autobytel COM 05275N205 3,049 241,777 SH   SOLE   241,777 0 0
AXIS Capital Hldgs COM G0692U109 84,672 1,309,494 SH   SOLE   800,252 0 509,242
Baidu.com -ADR COM 056752108 2,693 15,057 SH   SOLE   15,057 0 0
Banco Bradesco S.A. -ADR COM 059460303 1,868 219,707 SH   SOLE   219,707 0 0
Bank of America COM 060505104 590,697 24,348,591 SH   SOLE   14,086,196 0 10,262,395
Barnes & Noble Inc COM 067774109 1,304 171,632 SH   SOLE   171,632 0 0
Barrett Business Svcs COM 068463108 2,895 50,530 SH   SOLE   50,530 0 0
Baxter Intl Inc COM 071813109 293,729 4,851,819 SH   SOLE   2,891,294 0 1,960,525
Bazaarvoice COM 073271108 65 13,189 SH   SOLE   13,189 0 0
Bed Bath & Beyond COM 075896100 66,723 2,194,846 SH   SOLE   1,439,651 0 755,195
Berkshire Hathaway (B) COM 084670702 4,153 24,520 SH   SOLE   15,341 0 9,179
Berkshire Hills Banc COM 084680107 6,902 196,367 SH   SOLE   196,367 0 0
Best Buy COM 086516101 17,084 297,988 SH   SOLE   235,668 0 62,320
Big Lots COM 089302103 58,232 1,205,637 SH   SOLE   794,400 0 411,237
Biogen COM 09062X103 66,258 244,169 SH   SOLE   175,184 0 68,985
BioSpecifics Tech COM 090931106 501 10,124 SH   SOLE   10,124 0 0
Black Box COM 091826107 413 48,279 SH   SOLE   48,279 0 0
Bloomin' Brands COM 094235108 1,170 55,111 SH   SOLE   55,111 0 0
Boeing Co COM 097023105 1,657 8,378 SH   SOLE   8,378 0 0
Boise Cascade COM 09739D100 8,580 282,246 SH   SOLE   274,159 0 8,087
Boston Scientific COM 101137107 783 28,244 SH   SOLE   28,244 0 0
BRF Brasil Foods -ADR COM 10552T107 267 22,647 SH   SOLE   22,647 0 0
Bridgepoint Education COM 10807M105 3,596 243,650 SH   SOLE   229,034 0 14,616
Brinker Intl COM 109641100 12,617 331,145 SH   SOLE   231,920 0 99,225
Bristol Myers Squibb COM 110122108 30,797 552,711 SH   SOLE   394,571 0 158,140
Broadcom COM Y09827109 1,573 6,750 SH   SOLE   6,750 0 0
Broadridge Financial COM 11133T103 1,756 23,238 SH   SOLE   0 0 23,238
Brookfield Infrastructure Prtn COM G16252101 1,094 26,737 SH   SOLE   26,737 0 0
Bruker Corp COM 116794108 46,075 1,597,610 SH   SOLE   925,603 0 672,007
Brunswick Corp COM 117043109 96,528 1,538,793 SH   SOLE   925,968 0 612,825
Bunge Ltd COM G16962105 114,489 1,534,704 SH   SOLE   895,800 0 638,904
BWX Technologies COM 05605H100 1,703 34,931 SH   SOLE   0 0 34,931
CA COM 12673P105 32,008 928,573 SH   SOLE   698,641 0 229,932
Cabot Corp COM 127055101 49,088 918,731 SH   SOLE   652,089 0 266,642
Cadence Design Sys COM 127387108 58,848 1,757,187 SH   SOLE   1,075,012 0 682,175
CAE COM 124765108 1,246 72,300 SH   SOLE   72,300 0 0
CAI Intl COM 12477X106 3,977 168,519 SH   SOLE   157,712 0 10,807
CalAtlantic Group COM 128195104 2,540 71,861 SH   SOLE   71,861 0 0
Campbell Soup COM 134429109 879 16,850 SH   SOLE   14,159 0 2,691
Canadian Natural Res COM 136385101 2,101 72,853 SH   SOLE   64,891 0 7,962
Capella Education Co COM 139594105 6,219 72,654 SH   SOLE   72,654 0 0
Capital One Finl COM 14040H105 6,441 77,959 SH   SOLE   53,573 0 24,386
Cardinal Health COM 14149Y108 14,173 181,886 SH   SOLE   123,772 0 58,114
Carnival Corp COM 143658300 26,378 402,292 SH   SOLE   309,644 0 92,648
Casa Ley CVR COM 786CVR209 0 10,000 SH   SOLE   10,000 0 0
Catalent COM 148806102 26,130 744,447 SH   SOLE   582,288 0 162,159
Catalyst Pharma COM 14888U101 1,819 658,974 SH   SOLE   658,974 0 0
CBOE Holdings COM 12503M108 1,891 20,692 SH   SOLE   0 0 20,692
CBRE Group COM 12504L109 105,119 2,887,891 SH   SOLE   1,772,193 0 1,115,698
CBS COM 124857202 1,932 30,287 SH   SOLE   29,927 0 360
CDK Global COM 12508E101 2,986 48,115 SH   SOLE   32,162 0 15,953
Celanese Corp COM 150870103 41,025 432,115 SH   SOLE   191,550 0 240,565
Celestica COM 15101Q108 16,995 1,251,449 SH   SOLE   1,234,605 0 16,844
Cemtrex COM 15130G303 268 74,546 SH   SOLE   74,546 0 0
Centene Corp COM 15135B101 100,314 1,255,803 SH   SOLE   728,431 0 527,372
CenterPoint Energy COM 15189T107 69,551 2,540,198 SH   SOLE   1,645,644 0 894,554
CenterState Bank COM 15201P109 7,023 282,491 SH   SOLE   282,491 0 0
Central Garden & Pet COM 153527205 222 7,386 SH   SOLE   0 0 7,386
Central Pacific Finl COM 154760409 13,151 417,877 SH   SOLE   403,145 0 14,732
Chemed Corp COM 16359R103 19,251 94,123 SH   SOLE   62,667 0 31,456
Chemours COM 163851108 49,809 1,313,520 SH   SOLE   784,786 0 528,734
Chesapeake Lodging Tr COM 165240102 2,663 108,819 SH   SOLE   108,819 0 0
Chevron COM 166764100 180,486 1,729,953 SH   SOLE   1,018,756 0 711,197
China Yuchai Intl Ltd COM G21082105 2,982 163,738 SH   SOLE   163,738 0 0
Church & Dwight COM 171340102 517 9,960 SH   SOLE   0 0 9,960
Churchill Downs Inc COM 171484108 2,780 15,164 SH   SOLE   9,299 0 5,865
Cia Cervecerias Unidas COM 204429104 731 27,848 SH   SOLE   27,848 0 0
CIBC COM 136069101 4,689 57,770 SH   SOLE   54,086 0 3,684
Cisco Systems COM 17275R102 7,163 228,837 SH   SOLE   228,837 0 0
Citigroup COM 172967424 229,589 3,432,849 SH   SOLE   2,013,681 0 1,419,168
Citizens Financial COM 174610105 236,068 6,616,246 SH   SOLE   3,899,524 0 2,716,722
Citrix Systems COM 177376100 110,235 1,385,207 SH   SOLE   824,419 0 560,788
Clorox Co COM 189054109 1,774 13,316 SH   SOLE   0 0 13,316
Cloud Peak Energy COM 18911Q102 120 34,124 SH   SOLE   34,124 0 0
CMS Energy COM 125896100 32,356 699,588 SH   SOLE   489,040 0 210,548
CNO Financial Grp COM 12621E103 22,469 1,076,120 SH   SOLE   957,423 0 118,697
Coca-Coca Bott Consol COM 191098102 5,797 25,330 SH   SOLE   24,294 0 1,036
Coca-Cola COM 191216100 7,450 166,106 SH   SOLE   117,589 0 48,517
Coca-Cola European COM G25839104 1,766 43,424 SH   SOLE   42,006 0 1,418
Cohu Inc COM 192576106 3,307 210,071 SH   SOLE   197,665 0 12,406
Colliers International COM 194693107 2,867 50,781 SH   SOLE   50,781 0 0
Comcast (A) COM 20030N101 18,748 481,700 SH   SOLE   372,138 0 109,562
Commercial Vehicle COM 202608105 3,490 413,043 SH   SOLE   387,356 0 25,687
Conagra Brands COM 205887102 111,526 3,118,724 SH   SOLE   1,628,754 0 1,489,970
ConocoPhillips COM 20825C104 131,353 2,988,018 SH   SOLE   1,713,753 0 1,274,265
Constellium COM N22035104 691 100,187 SH   SOLE   100,187 0 0
Continental Bldg Prods COM 211171103 8,612 369,616 SH   SOLE   364,804 0 4,812
Cooper Tire & Rubber COM 216831107 8,122 224,998 SH   SOLE   183,436 0 41,562
Copa Holdings SA COM P31076105 1,282 10,961 SH   SOLE   1,082 0 9,879
Corning Inc COM 219350105 43,936 1,462,104 SH   SOLE   1,137,936 0 324,168
Cosan COM G25343107 5,389 840,746 SH   SOLE   840,746 0 0
CRA Intl COM 12618T105 5,359 147,556 SH   SOLE   147,556 0 0
Credicorp Ltd COM G2519Y108 650 3,624 SH   SOLE   3,624 0 0
Ctrip.com -ADR COM 22943F100 1,101 20,435 SH   SOLE   20,435 0 0
Cummins COM 231021106 186,530 1,149,856 SH   SOLE   661,439 0 488,417
Dana COM 235825205 69,535 3,113,972 SH   SOLE   1,790,359 0 1,323,613
Danaher Corp COM 235851102 2,810 33,301 SH   SOLE   24,677 0 8,624
DaVita COM 23918K108 21,086 325,599 SH   SOLE   248,411 0 77,188
Dean Foods Co COM 242370203 86,777 5,104,533 SH   SOLE   3,206,887 0 1,897,646
Delta Air Lines COM 247361702 302,941 5,637,157 SH   SOLE   3,331,743 0 2,305,414
Deutsche X-trackers Harvest CS COM 233051879 20,244 742,636 SH   SOLE   742,636 0 0
Devon Energy COM 25179M103 20,452 639,730 SH   SOLE   382,419 0 257,311
DHI Group COM 23331S100 3,692 1,295,379 SH   SOLE   1,239,337 0 56,042
DiamondRock Hosp COM 252784301 8,670 791,781 SH   SOLE   791,781 0 0
Diodes COM 254543101 1,044 43,438 SH   SOLE   43,438 0 0
Discover Finl Svcs COM 254709108 51,784 832,681 SH   SOLE   612,056 0 220,625
Dominion Diamond COM 257287102 6,658 530,068 SH   SOLE   494,754 0 35,314
Domino's COM 25754A201 1,567 7,410 SH   SOLE   2,252 0 5,158
Domtar Corp COM 257559203 1,585 41,258 SH   SOLE   41,258 0 0
Dr Pepper Snapple Grp COM 26138E109 78,808 864,974 SH   SOLE   567,156 0 297,818
Dril-Quip COM 262037104 25,135 515,055 SH   SOLE   258,527 0 256,528
Eagle Pharmaceuticals COM 269796108 6,242 79,121 SH   SOLE   76,421 0 2,700
Eastman Chemical Co COM 277432100 4,988 59,393 SH   SOLE   31,576 0 27,817
eBay COM 278642103 151,405 4,335,757 SH   SOLE   2,638,158 0 1,697,599
Edison Intl COM 281020107 99,915 1,277,844 SH   SOLE   811,835 0 466,009
Edwards Lifesciences COM 28176E108 333 2,820 SH   SOLE   0 0 2,820
El Paso Electric COM 283677854 6,721 129,996 SH   SOLE   129,996 0 0
Electronic Arts COM 285512109 4,140 39,159 SH   SOLE   32,847 0 6,312
EMCOR Group COM 29084Q100 4,122 63,046 SH   SOLE   40,535 0 22,511
Endo Intl plc COM G30401106 10,022 897,267 SH   SOLE   828,202 0 69,065
Ennis COM 293389102 1,426 74,683 SH   SOLE   74,683 0 0
Enova International COM 29357K103 1,283 86,391 SH   SOLE   86,391 0 0
Entegris COM 29362U104 4,426 201,662 SH   SOLE   167,590 0 34,072
Entergy Corp COM 29364G103 270,119 3,518,543 SH   SOLE   2,077,473 0 1,441,070
Equity LifeStyle Prp COM 29472R108 1,601 18,540 SH   SOLE   0 0 18,540
Euronav COM B38564108 8,617 1,090,801 SH   SOLE   1,064,822 0 25,979
Evercore Partners COM 29977A105 38,900 551,780 SH   SOLE   297,399 0 254,381
Everest Re Group Ltd COM G3223R108 153,624 603,417 SH   SOLE   370,384 0 233,033
Everi Holdings COM 30034T103 3,705 508,997 SH   SOLE   476,737 0 32,260
Evolution Petroleum COM 30049A107 2,158 266,359 SH   SOLE   266,359 0 0
Exactech COM 30064E109 483 16,220 SH   SOLE   8,399 0 7,821
Exelon Corp COM 30161N101 167,619 4,647,054 SH   SOLE   2,842,756 0 1,804,298
Expedia COM 30212P303 3,911 26,260 SH   SOLE   26,260 0 0
Express Scripts COM 30219G108 25,163 394,150 SH   SOLE   277,606 0 116,544
Exterran COM 30227H106 4,960 185,766 SH   SOLE   177,497 0 8,269
ExxonMobil COM 30231G102 553,440 6,855,450 SH   SOLE   3,903,229 0 2,952,221
EZCORP COM 302301106 728 94,574 SH   SOLE   94,574 0 0
F5 Networks COM 315616102 21,703 170,810 SH   SOLE   128,115 0 42,695
Federal Agriculture Mtg COM 313148306 6,454 99,760 SH   SOLE   99,760 0 0
FedEx Corp COM 31428X106 15,554 71,568 SH   SOLE   68,910 0 2,658
Fiat Chrysler Autos COM N31738102 12,225 1,150,085 SH   SOLE   743,777 0 406,308
Financial Institutions COM 317585404 5,995 201,190 SH   SOLE   193,513 0 7,677
First Citizens Bancsh COM 31946M103 1,923 5,160 SH   SOLE   4,442 0 718
First Connecticut Banc COM 319850103 1,338 52,165 SH   SOLE   52,165 0 0
First Indl Realty Trust COM 32054K103 1,527 53,370 SH   SOLE   53,370 0 0
First Potomac Realty COM 33610F109 3,228 290,521 SH   SOLE   290,521 0 0
FirstEnergy COM 337932107 465 15,956 SH   SOLE   15,956 0 0
FirstService Corp COM 33767E103 8,115 126,830 SH   SOLE   126,830 0 0
Fiserv Inc COM 337738108 2,561 20,930 SH   SOLE   15,751 0 5,179
Flex Ltd COM Y2573F102 5,969 365,992 SH   SOLE   349,822 0 16,170
Foot Locker COM 344849104 1,176 23,864 SH   SOLE   0 0 23,864
Ford Motor Co COM 345370860 6,648 594,077 SH   SOLE   594,077 0 0
Forward Air Corp COM 349853101 442 8,287 SH   SOLE   8,287 0 0
FreightCar America COM 357023100 3,564 204,934 SH   SOLE   191,567 0 13,367
GAMCO Investors COM 361438104 1,249 42,197 SH   SOLE   42,197 0 0
Gaming & Leisure Pptys COM 36467J108 126,547 3,359,364 SH   SOLE   2,001,754 0 1,357,610
Gannett COM 36473H104 5,452 625,243 SH   SOLE   625,243 0 0
Garrison Capital COM 366554103 816 98,737 SH   SOLE   98,737 0 0
General Motors Corp COM 37045V100 190,255 5,446,751 SH   SOLE   3,207,135 0 2,239,616
GeoPark Ltd COM G38327105 2,617 346,640 SH   SOLE   324,268 0 22,372
Gilead Sciences COM 375558103 170,395 2,407,395 SH   SOLE   1,499,761 0 907,634
Glaxosmithkline ADR COM 37733W105 1,980 45,925 SH   SOLE   28,997 0 16,928
Global Brass & Copper COM 37953G103 5,162 168,982 SH   SOLE   168,982 0 0
Globus Medical COM 379577208 1,262 38,068 SH   SOLE   17,171 0 20,897
Gold Fields ADR COM 38059T106 3,211 922,730 SH   SOLE   878,925 0 43,805
Goldman Sachs Group COM 38141G104 2,194 9,888 SH   SOLE   9,888 0 0
Goodyear Tire COM 382550101 10,481 299,809 SH   SOLE   228,809 0 71,000
Graham Holdings COM 384637104 12,958 21,610 SH   SOLE   14,125 0 7,485
Grand Canyon Edu COM 38526M106 10,597 135,147 SH   SOLE   88,316 0 46,831
Hallador Energy COM 40609P105 2,944 378,882 SH   SOLE   350,772 0 28,110
Halyard Health COM 40650V100 3,113 79,246 SH   SOLE   79,246 0 0
Hartford Financial COM 416515104 456 8,677 SH   SOLE   8,677 0 0
Haverty Furniture COM 419596101 3,482 138,736 SH   SOLE   138,736 0 0
Hawaiian Holdings COM 419879101 90,341 1,924,190 SH   SOLE   1,170,920 0 753,270
HCA Healthcare COM 40412C101 13,080 150,005 SH   SOLE   109,532 0 40,473
Henry (Jack) & Assoc COM 426281101 3,291 31,682 SH   SOLE   1,699 0 29,983
Henry Schein COM 806407102 25,000 136,597 SH   SOLE   92,089 0 44,508
Hershey Company COM 427866108 80,305 747,924 SH   SOLE   469,000 0 278,924
Heska COM 42805E306 719 7,040 SH   SOLE   7,040 0 0
Hewlett-Packard Ent COM 42824C109 4,881 294,201 SH   SOLE   212,912 0 81,289
Hill-Rom Holdings COM 431475102 2,688 33,768 SH   SOLE   15,006 0 18,762
Hologic COM 436440101 2,907 64,065 SH   SOLE   222 0 63,843
Home Depot Inc COM 437076102 7,305 47,618 SH   SOLE   45,516 0 2,102
HomeTrust Bancshares COM 437872104 2,825 115,763 SH   SOLE   115,763 0 0
Hospitality Properties Tr COM 44106M102 136,076 4,668,135 SH   SOLE   2,838,332 0 1,829,803
Host Hotels & Resorts COM 44107P104 132,527 7,253,805 SH   SOLE   4,398,464 0 2,855,341
HP COM 40434L105 105,491 6,034,956 SH   SOLE   3,740,971 0 2,293,985
Huaneng Power -ADR COM 443304100 5,171 186,077 SH   SOLE   186,077 0 0
Hudbay Minerals COM 443628102 92 16,000 SH   SOLE   16,000 0 0
Hudson Pacific Pptys COM 444097109 46,804 1,368,934 SH   SOLE   780,595 0 588,339
Humana Inc COM 444859102 1,352 5,618 SH   SOLE   5,093 0 525
Huntington Ingalls Inds COM 446413106 9,163 49,223 SH   SOLE   31,219 0 18,004
IAC/InterActiveCorp COM 44919P508 27,585 267,195 SH   SOLE   188,375 0 78,820
ICON COM G4705A100 24,532 250,866 SH   SOLE   158,518 0 92,348
Independent Bank COM 453838609 6,547 300,991 SH   SOLE   288,431 0 12,560
Infinity Prop & Cas COM 45665Q103 2,102 22,366 SH   SOLE   22,366 0 0
InfraREIT COM 45685L100 6,339 331,031 SH   SOLE   331,031 0 0
Ingredion COM 457187102 125,488 1,052,662 SH   SOLE   615,698 0 436,964
Insight Enterprises COM 45765U103 853 21,318 SH   SOLE   21,318 0 0
Intel Corp COM 458140100 193,250 5,727,630 SH   SOLE   3,628,889 0 2,098,741
International Seaways COM Y41053102 414 19,099 SH   SOLE   19,099 0 0
Intl Bus Machines COM 459200101 4,140 26,914 SH   SOLE   26,914 0 0
INTL FCStone COM 46116V105 6,512 172,461 SH   SOLE   167,792 0 4,669
Intuit Inc COM 461202103 143,767 1,082,503 SH   SOLE   656,708 0 425,795
Investment Tech Grp COM 46145F105 4,439 208,976 SH   SOLE   208,976 0 0
iShares MSCI India ETF COM 46429B598 28,743 895,430 SH   SOLE   895,430 0 0
Itau Unibanco -ADR COM 465562106 5,518 499,386 SH   SOLE   499,386 0 0
ITT COM 45073V108 2,500 62,223 SH   SOLE   62,223 0 0
IXYS COM 46600W106 2,473 150,325 SH   SOLE   150,325 0 0
J&J Snack Foods COM 466032109 902 6,826 SH   SOLE   6,826 0 0
j2 Global COM 48123V102 607 7,135 SH   SOLE   2,174 0 4,961
JA Solar -ADR COM 466090206 2,282 359,410 SH   SOLE   348,086 0 11,324
Jabil COM 466313103 102,533 3,512,607 SH   SOLE   2,224,461 0 1,288,146
Jazz Pharmaceuticals COM G50871105 928 5,969 SH   SOLE   2,649 0 3,320
JD.com -ADR COM 47215P106 1,408 35,893 SH   SOLE   35,893 0 0
JetBlue Airways COM 477143101 11,448 501,435 SH   SOLE   437,044 0 64,391
Johnson & Johnson COM 478160104 705,133 5,330,208 SH   SOLE   3,155,263 0 2,174,945
Jones Lang LaSalle COM 48020Q107 2,002 16,018 SH   SOLE   16,018 0 0
JPMorgan Chase COM 46625H100 504,505 5,519,746 SH   SOLE   3,369,028 0 2,150,718
Juniper Networks COM 48203R104 11,607 416,310 SH   SOLE   256,710 0 159,600
KEMET Corp COM 488360207 2,881 225,064 SH   SOLE   225,064 0 0
Keysight Technologies COM 49338L103 339 8,720 SH   SOLE   8,720 0 0
Kforce COM 493732101 1,828 93,287 SH   SOLE   93,287 0 0
Kimball Electronics COM 49428J109 3,879 214,894 SH   SOLE   212,180 0 2,714
Kimball Intl COM 494274103 2,750 164,741 SH   SOLE   164,741 0 0
Kimberly-Clark COM 494368103 10,510 81,400 SH   SOLE   63,976 0 17,424
Kinder Morgan COM 49456B101 4,626 241,437 SH   SOLE   193,676 0 47,761
Kindred Biosciences COM 494577109 2,407 279,920 SH   SOLE   279,920 0 0
KLA-Tencor Corp COM 482480100 25,108 274,378 SH   SOLE   195,460 0 78,918
KMG Chemicals COM 482564101 2,689 55,256 SH   SOLE   55,256 0 0
KNOT Offshore Partners COM Y48125101 1,233 53,738 SH   SOLE   53,738 0 0
Koppers Holdings COM 50060P106 4,505 124,628 SH   SOLE   124,628 0 0
Kroger Co COM 501044101 3,870 165,955 SH   SOLE   156,700 0 9,255
Kulicke & Soffa Inds COM 501242101 9,442 496,433 SH   SOLE   475,768 0 20,665
L3 Technologies COM 502413107 1,798 10,761 SH   SOLE   0 0 10,761
Lab Corp of Amer COM 50540R409 74,546 483,627 SH   SOLE   356,234 0 127,393
Lam Research COM 512807108 123,886 875,956 SH   SOLE   584,365 0 291,591
Lancaster Colony COM 513847103 5,043 41,129 SH   SOLE   33,322 0 7,807
Landstar System COM 515098101 1,464 17,108 SH   SOLE   0 0 17,108
Las Vegas Sands Corp COM 517834107 4,609 72,132 SH   SOLE   64,137 0 7,995
LaSalle Hotel Prop COM 517942108 133,788 4,489,534 SH   SOLE   2,794,514 0 1,695,020
Lazard Ltd COM G54050102 69,689 1,504,194 SH   SOLE   982,956 0 521,238
Lear Corp COM 521865204 235,012 1,654,084 SH   SOLE   1,005,683 0 648,401
Leucadia National Corp COM 527288104 33,431 1,277,954 SH   SOLE   820,120 0 457,834
LHC Group COM 50187A107 6,300 92,790 SH   SOLE   92,790 0 0
Liberty TripAdvisor COM 531465102 3,657 315,256 SH   SOLE   315,256 0 0
Ligand Pharm COM 53220K504 833 6,865 SH   SOLE   6,865 0 0
Lilly (Eli) & Co COM 532457108 139,935 1,700,302 SH   SOLE   984,509 0 715,793
Lincoln Natl COM 534187109 182,462 2,699,941 SH   SOLE   1,628,617 0 1,071,324
LivaNova COM G5509L101 652 10,657 SH   SOLE   2,294 0 8,363
Logitech Intl SA COM H50430232 2,644 72,132 SH   SOLE   53,952 0 18,180
Louisiana-Pacific COM 546347105 43,821 1,817,525 SH   SOLE   1,088,451 0 729,074
Lowe's Cos COM 548661107 10,861 140,091 SH   SOLE   109,397 0 30,694
LPL Financial Hldgs COM 50212V100 4,714 111,027 SH   SOLE   111,027 0 0
LyondellBasell Inds COM N53745100 226,641 2,685,639 SH   SOLE   1,587,075 0 1,098,564
M/I Homes COM 55305B101 9,480 332,063 SH   SOLE   323,827 0 8,236
Mack Cali Realty COM 554489104 77,799 2,866,579 SH   SOLE   1,831,694 0 1,034,885
Magna Intl COM 559222401 50,210 1,083,756 SH   SOLE   753,028 0 330,728
Malibu Boats COM 56117J100 5,025 194,225 SH   SOLE   184,660 0 9,565
Mallinckrodt COM G5785G107 41,560 927,472 SH   SOLE   698,558 0 228,914
ManpowerGroup COM 56418H100 205,395 1,839,632 SH   SOLE   1,109,574 0 730,058
Marathon Petroleum COM 56585A102 261,227 4,991,921 SH   SOLE   3,024,064 0 1,967,857
Masco Corp COM 574599106 120,957 3,165,592 SH   SOLE   2,007,346 0 1,158,246
Masimo Corp COM 574795100 1,277 14,010 SH   SOLE   0 0 14,010
MasterCard COM 57636Q104 7,051 58,053 SH   SOLE   52,357 0 5,696
MCBC Holdings COM 55276F107 7,651 391,357 SH   SOLE   376,783 0 14,574
McDermott Intl COM 580037109 8,120 1,132,496 SH   SOLE   1,070,361 0 62,135
McDonald's Corp COM 580135101 66,789 436,071 SH   SOLE   275,109 0 160,962
McKesson Corp COM 58155Q103 106,466 647,052 SH   SOLE   402,312 0 244,740
Medifast COM 58470H101 7,474 180,222 SH   SOLE   170,274 0 9,948
Melco Resorts & Entertainment COM 585464100 4,265 189,971 SH   SOLE   186,668 0 3,303
Mercer Intl COM 588056101 5,152 447,990 SH   SOLE   447,990 0 0
Merck & Co COM 58933Y105 457,321 7,135,608 SH   SOLE   4,159,198 0 2,976,410
Mettler-Toledo Intl COM 592688105 1,917 3,257 SH   SOLE   656 0 2,601
MGIC Inv Corp COM 552848103 54,935 4,904,874 SH   SOLE   3,059,020 0 1,845,854
Michael Kors COM G60754101 53,873 1,486,162 SH   SOLE   896,602 0 589,560
Micron Technology COM 595112103 22,413 750,588 SH   SOLE   526,884 0 223,704
Microsoft Corp COM 594918104 323,125 4,687,732 SH   SOLE   2,912,961 0 1,774,771
MicroStrategy COM 594972408 2,477 12,923 SH   SOLE   12,923 0 0
Mobile TeleSystems -ADR COM 607409109 243 28,994 SH   SOLE   28,994 0 0
MOMO Inc COM 60879B107 4,819 130,390 SH   SOLE   130,390 0 0
Monarch Casino&Resort COM 609027107 1,416 46,797 SH   SOLE   45,367 0 1,430
Monster Beverage COM 61174X109 9,313 187,467 SH   SOLE   96,936 0 90,531
Moody's COM 615369105 19,961 164,042 SH   SOLE   88,016 0 76,026
Moog Inc -Cl A COM 615394202 7,292 101,677 SH   SOLE   100,243 0 1,434
Morgan Stanley COM 617446448 45,481 1,020,675 SH   SOLE   643,864 0 376,811
MSG Networks COM 553573106 600 26,713 SH   SOLE   26,713 0 0
Murphy Oil Corp COM 626717102 27,814 1,085,211 SH   SOLE   601,338 0 483,873
Myers Industries COM 628464109 4,516 251,568 SH   SOLE   251,568 0 0
MYR Group COM 55405W104 7,687 247,818 SH   SOLE   236,530 0 11,288
Natural Health Trends COM 63888P406 686 24,616 SH   SOLE   24,616 0 0
Navient Corp COM 63938C108 20,814 1,250,081 SH   SOLE   502,764 0 747,317
Neff Corporation COM 640094207 3,391 178,494 SH   SOLE   163,941 0 14,553
Net1 UEPS Tech COM 64107N206 3,916 397,131 SH   SOLE   380,437 0 16,694
NetApp COM 64110D104 30,981 773,561 SH   SOLE   584,292 0 189,269
NetEase -ADR COM 64110W102 45,749 152,178 SH   SOLE   152,178 0 0
Netflix COM 64110L106 5,858 39,206 SH   SOLE   31,878 0 7,328
New Oriental Education & Tech COM 647581107 527 7,471 SH   SOLE   7,471 0 0
News Corp COM 65249B109 6,826 498,239 SH   SOLE   358,997 0 139,242
Nexpoint Residential COM 65341D102 5,332 214,242 SH   SOLE   214,242 0 0
Nobilis Health COM 65500B103 90 47,393 SH   SOLE   47,393 0 0
Nomad Foods COM G6564A105 3,880 275,008 SH   SOLE   257,198 0 17,810
Nomura Hldgs - ADR COM 65535H208 2,856 472,870 SH   SOLE   334,823 0 138,047
North Amer Enrgy Ptnrs COM 656844107 1,321 300,214 SH   SOLE   274,444 0 25,770
Northrop Grumman COM 666807102 75,422 293,801 SH   SOLE   204,674 0 89,127
Nu Skin Enterprises COM 67018T105 97,668 1,554,239 SH   SOLE   903,962 0 650,277
Nutrisystem COM 67069D108 2,065 39,672 SH   SOLE   39,672 0 0
NVR Inc COM 62944T105 46,867 19,442 SH   SOLE   13,143 0 6,299
Oceaneering Intl COM 675232102 56,594 2,477,849 SH   SOLE   1,318,625 0 1,159,224
Office Depot COM 676220106 65,166 11,554,182 SH   SOLE   7,217,024 0 4,337,158
OFG Bancorp COM 67103X102 4,207 420,731 SH   SOLE   420,731 0 0
OGE Energy COM 670837103 2,580 74,158 SH   SOLE   45,861 0 28,297
Old Republic COM 680223104 1,200 61,442 SH   SOLE   50,379 0 11,063
Old Second Bancorp COM 680277100 4,591 397,493 SH   SOLE   377,945 0 19,548
Olympic Steel COM 68162K106 1,446 74,233 SH   SOLE   74,233 0 0
OM Asset Management COM G67506108 967 65,062 SH   SOLE   65,062 0 0
Omega Protein COM 68210P107 6,134 342,658 SH   SOLE   330,969 0 11,689
ON Semiconductor COM 682189105 30,805 2,194,107 SH   SOLE   1,265,019 0 929,088
Oracle COM 68389X105 45,742 912,289 SH   SOLE   727,281 0 185,008
Orion Engineered Crbns COM L72967109 5,355 268,444 SH   SOLE   255,470 0 12,974
Orion Group Holdings COM 68628V308 1,109 148,408 SH   SOLE   148,408 0 0
Orthofix Intl NV COM N6748L102 7,863 169,162 SH   SOLE   163,861 0 5,301
Owens-Illinois Inc COM 690768403 6,638 277,503 SH   SOLE   265,759 0 11,744
Owens & Minor COM 690732102 24,587 763,799 SH   SOLE   544,287 0 219,512
Owens Corning COM 690742101 214,339 3,202,918 SH   SOLE   1,989,236 0 1,213,682
Pacific Ethanol COM 69423U305 1,806 288,979 SH   SOLE   288,979 0 0
Packaging Crp America COM 695156109 700 6,286 SH   SOLE   6,286 0 0
Pan American Silver COM 697900108 12,239 727,658 SH   SOLE   498,681 0 228,977
PDC CVR COM 786CVR308 0 10,000 SH   SOLE   10,000 0 0
Peapack-Gladstone Finl COM 704699107 2,288 73,113 SH   SOLE   73,113 0 0
Peoples Bancorp COM 709789101 2,419 75,286 SH   SOLE   75,286 0 0
PepsiCo COM 713448108 325,542 2,818,786 SH   SOLE   1,688,651 0 1,130,135
Petroleo Brasileiro Petrobras COM 71654V101 758 101,561 SH   SOLE   101,561 0 0
Petroleo Brasileiro S.A. -ADR COM 71654V408 694 86,846 SH   SOLE   86,846 0 0
Pfenex COM 717071104 946 235,948 SH   SOLE   235,948 0 0
Pfizer COM 717081103 530,632 15,797,326 SH   SOLE   9,226,529 0 6,570,797
PG&E Corp COM 69331C108 37,958 571,910 SH   SOLE   378,582 0 193,328
Phibro Animal Hlth COM 71742Q106 5,815 156,942 SH   SOLE   150,521 0 6,421
Philip Morris Intl COM 718172109 97,839 833,031 SH   SOLE   557,568 0 275,463
Phillips 66 COM 718546104 4,627 55,952 SH   SOLE   55,794 0 158
Photronics COM 719405102 141 14,972 SH   SOLE   14,972 0 0
PICO Holdings COM 693366205 1,759 100,487 SH   SOLE   100,487 0 0
Piedmont Office Rlty COM 720190206 5,596 265,445 SH   SOLE   185,503 0 79,942
Pilgrim's Pride Corp COM 72147K108 10,705 488,358 SH   SOLE   371,529 0 116,829
Pinnacle Ent COM 72348Y105 10,843 548,731 SH   SOLE   535,547 0 13,184
Pinnacle West COM 723484101 22,656 266,036 SH   SOLE   169,677 0 96,359
Piper Jaffray Cos COM 724078100 3,712 61,910 SH   SOLE   61,910 0 0
Popular COM 733174700 120,238 2,882,723 SH   SOLE   1,921,532 0 961,191
Portland Genl Elec COM 736508847 36,898 807,576 SH   SOLE   657,881 0 149,695
Prestige Brands COM 74112D101 6,421 121,578 SH   SOLE   79,907 0 41,671
Priceline.com COM 741503403 15,379 8,222 SH   SOLE   7,367 0 855
Procter & Gamble COM 742718109 1,101 12,629 SH   SOLE   12,629 0 0
Progress Software Corp COM 743312100 10,269 332,437 SH   SOLE   324,397 0 8,040
Progressive Corp COM 743315103 3,167 71,823 SH   SOLE   45,167 0 26,656
Providence Service COM 743815102 7,237 142,996 SH   SOLE   137,960 0 5,036
Prudential Financial COM 744320102 296,672 2,743,406 SH   SOLE   1,553,312 0 1,190,094
Psychemedics COM 744375205 832 33,329 SH   SOLE   33,329 0 0
Public Service Ent COM 744573106 143,204 3,329,554 SH   SOLE   1,945,444 0 1,384,110
QCR Holdings COM 74727A104 4,192 88,437 SH   SOLE   88,437 0 0
QIAGEN NV COM N72482123 1,515 45,192 SH   SOLE   45,192 0 0
Quality Systems COM 747582104 3,111 180,739 SH   SOLE   180,739 0 0
Quanta Services COM 74762E102 199,939 6,073,487 SH   SOLE   3,591,210 0 2,482,277
Quarterhill COM 747713105 76 52,670 SH   SOLE   52,670 0 0
Quest Diagnostics COM 74834L100 237,243 2,134,245 SH   SOLE   1,284,041 0 850,204
R1 RCM COM 749397105 3,090 824,051 SH   SOLE   782,808 0 41,243
Radiant Logistics COM 75025X100 93 17,235 SH   SOLE   17,235 0 0
RadNet COM 750491102 1,702 219,650 SH   SOLE   219,650 0 0
Raytheon COM 755111507 2,054 12,719 SH   SOLE   1,155 0 11,564
RCI Hospitality Hldgs COM 74934Q108 2,900 121,645 SH   SOLE   117,227 0 4,418
Regional Management COM 75902K106 3,215 136,056 SH   SOLE   136,056 0 0
Reinsurance Grp COM 759351604 224,431 1,748,038 SH   SOLE   1,072,127 0 675,911
RenaissanceRe Holdings COM G7496G103 1,683 12,102 SH   SOLE   0 0 12,102
Renewable Energy Grp COM 75972A301 8,393 648,128 SH   SOLE   624,759 0 23,369
Rent-A-Center COM 76009N100 1,126 96,042 SH   SOLE   96,042 0 0
Resolute Forest Prods COM 76117W109 520 118,072 SH   SOLE   118,072 0 0
Retrophin COM 761299106 1,157 59,681 SH   SOLE   59,681 0 0
REX American Resources COM 761624105 7,065 73,164 SH   SOLE   73,164 0 0
RigNet COM 766582100 1,866 116,240 SH   SOLE   116,240 0 0
RLJ Lodging Trust COM 74965L101 75,790 3,814,317 SH   SOLE   2,221,934 0 1,592,383
RMR Group COM 74967R106 5,016 103,099 SH   SOLE   98,298 0 4,801
Robert Half Intl COM 770323103 1,474 30,750 SH   SOLE   11,744 0 19,006
Rogers Commun (B) COM 775109200 4,943 104,695 SH   SOLE   63,675 0 41,020
Royal Caribbean Cruises COM V7780T103 6,976 63,866 SH   SOLE   53,423 0 10,443
RPX Corp COM 74972G103 7,141 511,881 SH   SOLE   486,394 0 25,487
RTI Biologics COM 74975N105 2,597 443,898 SH   SOLE   443,898 0 0
Ryman Hospitality Ppty COM 78377T107 46,700 729,581 SH   SOLE   470,235 0 259,346
S&P Global COM 78409V104 130,724 895,430 SH   SOLE   520,980 0 374,450
Sabra Hlth Care REIT COM 78573L106 7,505 311,412 SH   SOLE   307,907 0 3,505
Sanderson Farms COM 800013104 109,325 945,310 SH   SOLE   572,365 0 372,945
Sanmina COM 801056102 10,413 273,309 SH   SOLE   189,273 0 84,036
Seadrill Partners COM Y7545W109 1,509 443,689 SH   SOLE   443,689 0 0
Seagate Technology COM G7945M107 3,209 82,800 SH   SOLE   75,811 0 6,989
Silvercorp Metals COM 82835P103 3,652 1,137,690 SH   SOLE   1,137,690 0 0
SINA Corp COM G81477104 261 3,075 SH   SOLE   3,075 0 0
SINOPEC Shanghai -ADR COM 82935M109 5,416 101,206 SH   SOLE   101,206 0 0
SJW COM 784305104 1,158 23,555 SH   SOLE   23,555 0 0
SkyWest COM 830879102 1,124 32,019 SH   SOLE   32,019 0 0
SORL Auto Parts COM 78461U101 1,832 274,227 SH   SOLE   274,227 0 0
Sotheby's COM 835898107 1,672 31,159 SH   SOLE   31,159 0 0
Southwest Airlines COM 844741108 34,310 552,138 SH   SOLE   387,395 0 164,743
Southwest Gas COM 844895102 29,185 399,472 SH   SOLE   270,248 0 129,224
Southwestern Energy COM 845467109 34,167 5,619,499 SH   SOLE   3,595,144 0 2,024,355
Spirit AeroSystems COM 848574109 147,975 2,553,936 SH   SOLE   1,641,035 0 912,901
Spirit Airlines COM 848577102 61,105 1,183,063 SH   SOLE   738,738 0 444,325
State Bank Financial COM 856190103 4,290 158,168 SH   SOLE   158,168 0 0
STERIS plc COM G84720104 2,026 24,865 SH   SOLE   5,352 0 19,513
Sterling Constrctn COM 859241101 4,098 313,566 SH   SOLE   308,929 0 4,637
Stewart Info Svcs COM 860372101 7,817 172,251 SH   SOLE   171,090 0 1,161
Summit Hotel Prop COM 866082100 9,527 510,836 SH   SOLE   510,836 0 0
Sun Communities COM 866674104 8,937 101,915 SH   SOLE   84,036 0 17,879
Sunstone Hotel Invstrs COM 867892101 3,049 189,132 SH   SOLE   189,132 0 0
SunTrust Banks COM 867914103 233,630 4,119,003 SH   SOLE   2,365,104 0 1,753,899
Symantec Corp COM 871503108 8,334 295,006 SH   SOLE   186,013 0 108,993
Synopsys COM 871607107 105,685 1,449,128 SH   SOLE   982,626 0 466,502
Synovus Financial COM 87161C501 48,188 1,089,237 SH   SOLE   816,895 0 272,342
Sysco Corp COM 871829107 1,672 33,230 SH   SOLE   1,936 0 31,294
T-Mobile USA COM 872590104 430 7,093 SH   SOLE   7,093 0 0
Take-Two COM 874054109 1,812 24,694 SH   SOLE   736 0 23,958
Tal Education -ADR COM 874080104 281 2,298 SH   SOLE   2,298 0 0
Taro Pharmaceutical COM M8737E108 1,045 9,328 SH   SOLE   9,059 0 269
Taseko Mines Ltd COM 876511106 1,087 855,825 SH   SOLE   855,825 0 0
Taylor Morrison Home COM 87724P106 19,143 797,277 SH   SOLE   569,416 0 227,861
TE Connectivity Ltd COM H84989104 28,014 356,055 SH   SOLE   277,141 0 78,914
Tech Data COM 878237106 1,198 11,859 SH   SOLE   11,859 0 0
Teck Resources Ltd COM 878742204 8,633 498,163 SH   SOLE   341,748 0 156,415
Telecom Argentina -ADR COM 879273209 1,073 42,346 SH   SOLE   42,346 0 0
Telefonica Brasil -ADR COM 87936R106 342 25,316 SH   SOLE   25,316 0 0
Telephone & Data COM 879433829 46,827 1,687,465 SH   SOLE   1,012,246 0 675,219
TELUS COM 87971M103 18,837 545,686 SH   SOLE   389,432 0 156,254
Tenneco COM 880349105 108,483 1,875,899 SH   SOLE   1,164,334 0 711,565
Teradyne COM 880770102 71,793 2,390,702 SH   SOLE   1,597,710 0 792,992
Ternium SA -ADR COM 880890108 4,375 155,748 SH   SOLE   134,096 0 21,652
Terreno Realty COM 88146M101 12,257 364,138 SH   SOLE   356,856 0 7,282
Third Point Re COM G8827U100 4,341 312,272 SH   SOLE   312,272 0 0
Thomson Reuters Corp COM 884903105 1,610 34,772 SH   SOLE   34,772 0 0
TIER REIT COM 88650V208 8,374 453,125 SH   SOLE   441,806 0 11,319
Time COM 887228104 4,756 331,416 SH   SOLE   312,074 0 19,342
Timken Co COM 887389104 38,485 832,100 SH   SOLE   520,760 0 311,340
Torchmark Corp COM 891027104 1,848 24,152 SH   SOLE   15,688 0 8,464
Tower Intl COM 891826109 7,216 321,441 SH   SOLE   310,244 0 11,197
Travelers Companies COM 89417E109 197,359 1,559,783 SH   SOLE   930,785 0 628,998
Travelzoo COM 89421Q205 237 21,644 SH   SOLE   13,064 0 8,580
TriCo Bancshares COM 896095106 758 21,572 SH   SOLE   21,572 0 0
Trinseo COM L9340P101 136,096 1,981,023 SH   SOLE   1,232,290 0 748,733
Tronox Ltd COM Q9235V101 2,316 153,162 SH   SOLE   153,162 0 0
Tsakos Energy Nav COM G9108L108 564 117,434 SH   SOLE   117,434 0 0
Turning Point Brands COM 90041L105 520 33,927 SH   SOLE   19,491 0 14,436
Tyson Foods (A) COM 902494103 63,392 1,012,160 SH   SOLE   628,507 0 383,653
UFP Technologies COM 902673102 479 16,917 SH   SOLE   16,917 0 0
UGI Corp COM 902681105 20,102 415,247 SH   SOLE   347,362 0 67,885
Ultrapar -ADR COM 90400P101 451 19,147 SH   SOLE   19,147 0 0
UMH Properties COM 903002103 6,294 369,151 SH   SOLE   354,806 0 14,345
Union Pacific Corp COM 907818108 3,444 31,619 SH   SOLE   29,367 0 2,252
United Comm Finl COM 909839102 1,035 124,493 SH   SOLE   124,493 0 0
United Community Bank COM 90984P303 13,313 478,901 SH   SOLE   470,478 0 8,423
United Continental COM 910047109 230,506 3,063,209 SH   SOLE   1,871,816 0 1,191,393
United Rentals COM 911363109 55,088 488,758 SH   SOLE   300,212 0 188,546
United Technologies COM 913017109 6,503 53,253 SH   SOLE   37,890 0 15,363
United Therapeutics COM 91307C102 107,580 829,259 SH   SOLE   498,687 0 330,572
UnitedHealth Group COM 91324P102 18,195 98,129 SH   SOLE   57,952 0 40,177
Universal Corp-Va COM 913456109 348 5,382 SH   SOLE   5,382 0 0
Universal Insurance COM 91359V107 7,055 279,947 SH   SOLE   279,947 0 0
Unum Group COM 91529Y106 140,177 3,006,164 SH   SOLE   1,753,529 0 1,252,635
Vale S.A. -ADR COM 91912E105 16,344 1,867,910 SH   SOLE   1,867,910 0 0
Vale S.A. -Preferred ADR COM 91912E204 893 109,608 SH   SOLE   109,608 0 0
Valero Energy COM 91913Y100 212,397 3,148,483 SH   SOLE   1,891,538 0 1,256,945
Validus Holdings Ltd COM G9319H102 1,358 26,133 SH   SOLE   0 0 26,133
Vanda Pharma COM 921659108 8,833 541,927 SH   SOLE   526,149 0 15,778
Varian Medical Systems COM 92220P105 34,212 331,548 SH   SOLE   226,618 0 104,930
Vectren Corp COM 92240G101 14,163 242,349 SH   SOLE   201,966 0 40,383
VEON COM 91822M106 3,713 949,697 SH   SOLE   794,744 0 154,953
Verisign COM 92343E102 243,726 2,621,839 SH   SOLE   1,575,972 0 1,045,867
Verizon Comm COM 92343V104 354,956 7,947,969 SH   SOLE   4,682,126 0 3,265,843
Vertex Pharmaceuticals COM 92532F100 71,956 558,364 SH   SOLE   340,290 0 218,074
Vipshop Holdings -ADR COM 92763W103 239 22,617 SH   SOLE   22,617 0 0
Vishay Intertech COM 928298108 16,069 967,996 SH   SOLE   941,211 0 26,785
Visteon COM 92839U206 44,732 438,288 SH   SOLE   305,749 0 132,539
Vivus Inc COM 928551100 3,329 2,728,287 SH   SOLE   2,728,287 0 0
Vornado Realty Trust COM 929042109 1,374 14,630 SH   SOLE   14,630 0 0
Voya Financial COM 929089100 205,763 5,577,754 SH   SOLE   3,407,543 0 2,170,211
Wabash Natl Corp COM 929566107 7,019 319,326 SH   SOLE   319,326 0 0
Wal-Mart Stores COM 931142103 421,024 5,563,208 SH   SOLE   3,302,970 0 2,260,238
Walt Disney Company COM 254687106 350,661 3,300,335 SH   SOLE   1,956,542 0 1,343,793
Washington Prime Grp COM 93964W108 10,873 1,299,026 SH   SOLE   1,193,121 0 105,905
Waste Management COM 94106L109 26,615 362,854 SH   SOLE   294,365 0 68,489
Waters Corp COM 941848103 16,979 92,358 SH   SOLE   66,005 0 26,353
Web.com Group COM 94733A104 7,177 283,676 SH   SOLE   270,756 0 12,920
WellCare Hlth Plans COM 94946T106 12,516 69,702 SH   SOLE   55,994 0 13,708
Wells Fargo & Co COM 949746101 303 5,474 SH   SOLE   5,474 0 0
Western Digital Corp COM 958102105 3,109 35,094 SH   SOLE   23,335 0 11,759
Western Union COM 959802109 4,515 237,023 SH   SOLE   108,561 0 128,462
WestRock COM 96145D105 157,637 2,782,160 SH   SOLE   1,636,533 0 1,145,627
WhiteHorse Finance COM 96524V106 216 16,172 SH   SOLE   16,172 0 0
Wiley (John)&Sons (A) COM 968223206 13,503 255,990 SH   SOLE   167,218 0 88,772
WNS Holdings ADR COM 92932M101 2,865 83,391 SH   SOLE   77,166 0 6,225
World Fuel Services COM 981475106 54,483 1,416,977 SH   SOLE   925,808 0 491,169
Wyndham Worldwide COM 98310W108 6,065 60,407 SH   SOLE   47,856 0 12,551
Xcel Energy COM 98389B100 12,267 267,367 SH   SOLE   209,460 0 57,907
Xenia Hotels & Resorts COM 984017103 10,851 560,206 SH   SOLE   546,612 0 13,594
Xinyuan Real Estate -ADR COM 98417P105 5,493 1,060,481 SH   SOLE   1,042,051 0 18,430
XL Group Ltd COM G98294104 2,111 48,207 SH   SOLE   35,421 0 12,786
Yirendai Ltd COM 98585L100 627 25,092 SH   SOLE   25,092 0 0
Yum China COM 98850P109 818 20,740 SH   SOLE   20,740 0 0
Yum! Brands COM 988498101 8,071 109,427 SH   SOLE   100,328 0 9,099
YY Inc COM 98426T106 3,914 67,448 SH   SOLE   67,448 0 0
ZAGG COM 98884U108 3,715 429,427 SH   SOLE   411,074 0 18,353
Zix COM 98974P100 4,524 795,035 SH   SOLE   795,035 0 0
Zoetis COM 98978V103 79,311 1,271,425 SH   SOLE   908,826 0 362,599