<informationTable xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <infoTable>
    <nameOfIssuer>A10 Networks Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>002121101</cusip>
    <value>1275</value>
    <shrsOrPrnAmt>
      <sshPrnamt>139390</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>139390</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Abb Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>000375204</cusip>
    <value>211</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8996</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>8996</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Abbvie Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>00287Y109</cusip>
    <value>9</value>
    <shrsOrPrnAmt>
      <sshPrnamt>142</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>142</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Abraxas Petroleum Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>003830106</cusip>
    <value>1163</value>
    <shrsOrPrnAmt>
      <sshPrnamt>575820</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>575820</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Accenture Plc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>G1151C101</cusip>
    <value>194</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1618</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1618</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Adidas Ag</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>00687A107</cusip>
    <value>264</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2774</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2774</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Adobe Systems Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>00724F101</cusip>
    <value>100597</value>
    <shrsOrPrnAmt>
      <sshPrnamt>755403</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>561</Sole>
      <Shared>754842</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Advanced Energy Inds Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>007973100</cusip>
    <value>4721</value>
    <shrsOrPrnAmt>
      <sshPrnamt>68862</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>68862</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Aegean Marine Petrolm Netwk</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>Y0017S102</cusip>
    <value>346</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28750</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>28750</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Akamai Technologies Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>00971T101</cusip>
    <value>14252</value>
    <shrsOrPrnAmt>
      <sshPrnamt>238730</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>238730</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Alamo Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>011311107</cusip>
    <value>759</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9960</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>9960</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Alder Biopharmaceuticals Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>014339105</cusip>
    <value>224</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10760</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>10760</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Align Technology Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>016255101</cusip>
    <value>38624</value>
    <shrsOrPrnAmt>
      <sshPrnamt>336710</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>336710</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Allianz Se</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>018805101</cusip>
    <value>232</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12515</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>12515</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Allstate Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>020002101</cusip>
    <value>59</value>
    <shrsOrPrnAmt>
      <sshPrnamt>723</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>723</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Alphabet Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>02079K107</cusip>
    <value>27375</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>33000</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Alphabet Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>02079K305</cusip>
    <value>51929</value>
    <shrsOrPrnAmt>
      <sshPrnamt>61257</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>66</Sole>
      <Shared>61191</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Altisource Portfolio Soltns</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>L0175J104</cusip>
    <value>3652</value>
    <shrsOrPrnAmt>
      <sshPrnamt>99230</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>99230</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Amazon.com Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>023135106</cusip>
    <value>43573</value>
    <shrsOrPrnAmt>
      <sshPrnamt>49149</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>49149</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>American Axle &amp; Mfg Holdings</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>024061103</cusip>
    <value>3463</value>
    <shrsOrPrnAmt>
      <sshPrnamt>184381</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>184381</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>American Express Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>025816109</cusip>
    <value>19</value>
    <shrsOrPrnAmt>
      <sshPrnamt>245</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>245</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>American International Group</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>026874784</cusip>
    <value>16</value>
    <shrsOrPrnAmt>
      <sshPrnamt>259</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>259</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>American Public Education</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>02913V103</cusip>
    <value>370</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16160</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>16160</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>American Tower Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>03027X100</cusip>
    <value>11665</value>
    <shrsOrPrnAmt>
      <sshPrnamt>95980</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>95980</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ameriprise Financial Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>03076C106</cusip>
    <value>18280</value>
    <shrsOrPrnAmt>
      <sshPrnamt>140960</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>140960</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Amgen Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>031162100</cusip>
    <value>50812</value>
    <shrsOrPrnAmt>
      <sshPrnamt>309700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>309700</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Amn Healthcare Services Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>001744101</cusip>
    <value>24</value>
    <shrsOrPrnAmt>
      <sshPrnamt>591</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>591</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Angiodynamics Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>03475V101</cusip>
    <value>305</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17570</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>17570</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Anika Therapeutics Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>035255108</cusip>
    <value>184</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4230</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>4230</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Aon Plc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>G0408V102</cusip>
    <value>61</value>
    <shrsOrPrnAmt>
      <sshPrnamt>510</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>510</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Apple Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>037833100</cusip>
    <value>94681</value>
    <shrsOrPrnAmt>
      <sshPrnamt>659061</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>659061</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Applied Genetic Technologies</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>03820J100</cusip>
    <value>141</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20430</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>20430</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Applied Industrial Tech Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>03820C105</cusip>
    <value>3501</value>
    <shrsOrPrnAmt>
      <sshPrnamt>56609</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>56609</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Arc Document Solutions Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>00191G103</cusip>
    <value>313</value>
    <shrsOrPrnAmt>
      <sshPrnamt>90610</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>90610</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Archrock Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>03957W106</cusip>
    <value>478</value>
    <shrsOrPrnAmt>
      <sshPrnamt>38510</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>38510</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Arcos Dorados Holdings Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>G0457F107</cusip>
    <value>276</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34240</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>34240</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Argan Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>04010E109</cusip>
    <value>3582</value>
    <shrsOrPrnAmt>
      <sshPrnamt>54146</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>54146</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Argo Group Intl Holdings Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>G0464B107</cusip>
    <value>243</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3588</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3588</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Arista Networks Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>040413106</cusip>
    <value>41053</value>
    <shrsOrPrnAmt>
      <sshPrnamt>310416</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>777</Sole>
      <Shared>309639</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Arrow Financial Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>042744102</cusip>
    <value>374</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11020</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>11020</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ashford Hospitality Trust</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>044103109</cusip>
    <value>24</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3749</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3749</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Aspen Technology Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>045327103</cusip>
    <value>2188</value>
    <shrsOrPrnAmt>
      <sshPrnamt>37130</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>37130</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AT&amp;T Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>00206R102</cusip>
    <value>11</value>
    <shrsOrPrnAmt>
      <sshPrnamt>275</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>275</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Atlas Air Worldwide Hldg Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>049164205</cusip>
    <value>29</value>
    <shrsOrPrnAmt>
      <sshPrnamt>532</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>532</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Avadel Pharmaceuticals -adr</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>05337M104</cusip>
    <value>315</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32590</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>32590</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Banco Macro Sa</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>05961W105</cusip>
    <value>237</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2729</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2729</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bank Of America Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>060505104</cusip>
    <value>92</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3891</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3891</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bank Of New York Mellon Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>064058100</cusip>
    <value>23859</value>
    <shrsOrPrnAmt>
      <sshPrnamt>505247</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1314</Sole>
      <Shared>503933</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bard (c.r.) Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>067383109</cusip>
    <value>42690</value>
    <shrsOrPrnAmt>
      <sshPrnamt>171758</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>316</Sole>
      <Shared>171442</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Barracuda Networks Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>068323104</cusip>
    <value>3078</value>
    <shrsOrPrnAmt>
      <sshPrnamt>133168</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>133168</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bassett Furniture Inds</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>070203104</cusip>
    <value>265</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9850</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>9850</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Baxter International Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>071813109</cusip>
    <value>72504</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1397724</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1147</Sole>
      <Shared>1396577</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bb&amp;t Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>054937107</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>230</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>230</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bel Fuse Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>077347300</cusip>
    <value>362</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14150</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>14150</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Benchmark Electronics Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>08160H101</cusip>
    <value>26</value>
    <shrsOrPrnAmt>
      <sshPrnamt>809</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>809</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Berkshire Hathaway</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>084670702</cusip>
    <value>170</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1022</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1022</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bhp Billiton Group (aus)</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>088606108</cusip>
    <value>12</value>
    <shrsOrPrnAmt>
      <sshPrnamt>320</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>320</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bhp Billiton Group (gbr)</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>05545E209</cusip>
    <value>12</value>
    <shrsOrPrnAmt>
      <sshPrnamt>380</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>380</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Big Lots Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>089302103</cusip>
    <value>3262</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66999</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>66999</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Biospecifics Technologies Cp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>090931106</cusip>
    <value>536</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9788</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>9788</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Blackrock Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>09247X101</cusip>
    <value>12</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>31</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bluebird Bio Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>09609G100</cusip>
    <value>311</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3420</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3420</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bp Plc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>055622104</cusip>
    <value>218</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6303</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>6303</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Brady Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>104674106</cusip>
    <value>1883</value>
    <shrsOrPrnAmt>
      <sshPrnamt>48710</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>48710</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Brandywine Realty Trust</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>105368203</cusip>
    <value>37</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2287</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2287</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Brinks Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>109696104</cusip>
    <value>2982</value>
    <shrsOrPrnAmt>
      <sshPrnamt>55797</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>55797</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bwx Technologies Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>05605H100</cusip>
    <value>47285</value>
    <shrsOrPrnAmt>
      <sshPrnamt>993380</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>993380</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cabot Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>127055101</cusip>
    <value>67</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1110</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1110</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cadence Design Systems Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>127387108</cusip>
    <value>32999</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1051028</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2385</Sole>
      <Shared>1048643</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cambrex Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>132011107</cusip>
    <value>3224</value>
    <shrsOrPrnAmt>
      <sshPrnamt>58570</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>58570</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cameco Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>13321L108</cusip>
    <value>62</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5560</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>5560</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Canadian Imperial Bank</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>136069101</cusip>
    <value>213</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2470</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2470</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Canadian Natural Resources</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>136385101</cusip>
    <value>51</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1558</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1558</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Capella Education Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>139594105</cusip>
    <value>2860</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33642</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>33642</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Capital One Financial Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>14040H105</cusip>
    <value>14</value>
    <shrsOrPrnAmt>
      <sshPrnamt>160</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>160</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Carbonite Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>141337105</cusip>
    <value>3822</value>
    <shrsOrPrnAmt>
      <sshPrnamt>188290</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>188290</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Carriage Services Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>143905107</cusip>
    <value>30</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1115</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1115</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cbl &amp; Associates Pptys Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>124830100</cusip>
    <value>8</value>
    <shrsOrPrnAmt>
      <sshPrnamt>841</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>841</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cdk Global Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>12508E101</cusip>
    <value>16416</value>
    <shrsOrPrnAmt>
      <sshPrnamt>252510</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>252510</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cedar Realty Trust Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>150602209</cusip>
    <value>22</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4257</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>4257</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Celanese Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>150870103</cusip>
    <value>24068</value>
    <shrsOrPrnAmt>
      <sshPrnamt>267812</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>671</Sole>
      <Shared>267141</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Celgene Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>151020104</cusip>
    <value>71276</value>
    <shrsOrPrnAmt>
      <sshPrnamt>572792</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>493</Sole>
      <Shared>572299</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Centene Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>15135B101</cusip>
    <value>25919</value>
    <shrsOrPrnAmt>
      <sshPrnamt>363760</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>801</Sole>
      <Shared>362959</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Central Garden &amp; Pet Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>153527106</cusip>
    <value>25</value>
    <shrsOrPrnAmt>
      <sshPrnamt>662</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>662</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chemed Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>16359R103</cusip>
    <value>4381</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23979</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>23979</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chemocentryx Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>16383L106</cusip>
    <value>311</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42750</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>42750</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chevron Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>166764100</cusip>
    <value>14460</value>
    <shrsOrPrnAmt>
      <sshPrnamt>134613</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>449</Sole>
      <Shared>134164</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chicos Fas Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>168615102</cusip>
    <value>3121</value>
    <shrsOrPrnAmt>
      <sshPrnamt>219785</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>219785</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Childrens Place Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>168905107</cusip>
    <value>4541</value>
    <shrsOrPrnAmt>
      <sshPrnamt>37824</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>37824</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>China Petroleum &amp; Chem Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>16941R108</cusip>
    <value>76</value>
    <shrsOrPrnAmt>
      <sshPrnamt>930</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>930</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chubb Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>H1467J104</cusip>
    <value>27</value>
    <shrsOrPrnAmt>
      <sshPrnamt>199</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>199</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cintas Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>172908105</cusip>
    <value>30662</value>
    <shrsOrPrnAmt>
      <sshPrnamt>242477</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>594</Sole>
      <Shared>241883</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Citigroup Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>172967424</cusip>
    <value>95</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1590</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1590</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Citizens Financial Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>174610105</cusip>
    <value>13572</value>
    <shrsOrPrnAmt>
      <sshPrnamt>392810</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>392810</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Citrix Systems Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>177376100</cusip>
    <value>66516</value>
    <shrsOrPrnAmt>
      <sshPrnamt>797677</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>726</Sole>
      <Shared>796951</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Civeo Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>17878Y108</cusip>
    <value>230</value>
    <shrsOrPrnAmt>
      <sshPrnamt>76910</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>76910</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Clorox Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>189054109</cusip>
    <value>29335</value>
    <shrsOrPrnAmt>
      <sshPrnamt>217571</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>490</Sole>
      <Shared>217081</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Clovis Oncology Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>189464100</cusip>
    <value>436</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6840</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>6840</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cme Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>12572Q105</cusip>
    <value>40</value>
    <shrsOrPrnAmt>
      <sshPrnamt>340</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>340</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cnooc Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>126132109</cusip>
    <value>87</value>
    <shrsOrPrnAmt>
      <sshPrnamt>730</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>730</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Colony Northstar Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>19625W104</cusip>
    <value>3</value>
    <shrsOrPrnAmt>
      <sshPrnamt>217</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>217</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Commerce Bancshares Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>200525103</cusip>
    <value>45</value>
    <shrsOrPrnAmt>
      <sshPrnamt>807</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>807</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Commercial Vehicle Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>202608105</cusip>
    <value>480</value>
    <shrsOrPrnAmt>
      <sshPrnamt>70840</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>70840</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Commscope Holding Co Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>20337X109</cusip>
    <value>43708</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1047900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1047900</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Conagra Brands Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>205887102</cusip>
    <value>38515</value>
    <shrsOrPrnAmt>
      <sshPrnamt>954760</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>954760</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Conocophillips</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>20825C104</cusip>
    <value>90</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1810</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1810</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Consol Energy Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>20854P109</cusip>
    <value>15</value>
    <shrsOrPrnAmt>
      <sshPrnamt>870</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>870</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Convergys Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>212485106</cusip>
    <value>502</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23750</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>23750</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cooper Tire &amp; Rubber Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>216831107</cusip>
    <value>328</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7391</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>7391</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cooper-standard Holdings Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>21676P103</cusip>
    <value>3557</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32066</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>32066</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Copa Holdings Sa</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>P31076105</cusip>
    <value>249</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2222</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2222</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Corcept Therapeutics Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>218352102</cusip>
    <value>944</value>
    <shrsOrPrnAmt>
      <sshPrnamt>86140</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>86140</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Corporate Office Propert</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>22002T108</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>294</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>294</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cotiviti Holdings Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>22164K101</cusip>
    <value>3824</value>
    <shrsOrPrnAmt>
      <sshPrnamt>91865</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>91865</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cousins Properties Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>222795106</cusip>
    <value>9</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1054</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1054</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Crown Castle Intl Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>22822V101</cusip>
    <value>6299</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66690</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>66690</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cullen/frost Bankers Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>229899109</cusip>
    <value>47</value>
    <shrsOrPrnAmt>
      <sshPrnamt>530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>530</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Culp Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>230215105</cusip>
    <value>97</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3110</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3110</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Curtiss-wright Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>231561101</cusip>
    <value>1112</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12180</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>12180</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Daktronics Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>234264109</cusip>
    <value>299</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31670</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>31670</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Dana Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>235825205</cusip>
    <value>235</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12161</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>12161</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Dbs Group Holdings Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>23304Y100</cusip>
    <value>231</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4142</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>4142</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Deluxe Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>248019101</cusip>
    <value>4018</value>
    <shrsOrPrnAmt>
      <sshPrnamt>55676</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>55676</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Devon Energy Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>25179M103</cusip>
    <value>59</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1410</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1410</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Diamond Offshre Drilling Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>25271C102</cusip>
    <value>35</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2120</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2120</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Dicks Sporting Goods Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>253393102</cusip>
    <value>15455</value>
    <shrsOrPrnAmt>
      <sshPrnamt>317328</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>592</Sole>
      <Shared>316736</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Discover Financial Svcs</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>254709108</cusip>
    <value>20598</value>
    <shrsOrPrnAmt>
      <sshPrnamt>301516</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>879</Sole>
      <Shared>300637</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Dish Network Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>25470M109</cusip>
    <value>12362</value>
    <shrsOrPrnAmt>
      <sshPrnamt>194700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>194700</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Disney (walt) Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>254687106</cusip>
    <value>11201</value>
    <shrsOrPrnAmt>
      <sshPrnamt>98780</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>98780</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Dnb Asa</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>23328E106</cusip>
    <value>210</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1313</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1313</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Dow Chemical</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>260543103</cusip>
    <value>112</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1765</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1765</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Dr Pepper Snapple Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>26138E109</cusip>
    <value>24609</value>
    <shrsOrPrnAmt>
      <sshPrnamt>251320</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>251320</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Du Pont (e I) De Nemours</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>263534109</cusip>
    <value>15733</value>
    <shrsOrPrnAmt>
      <sshPrnamt>195855</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>195855</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Duke Energy Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>26441C204</cusip>
    <value>3</value>
    <shrsOrPrnAmt>
      <sshPrnamt>38</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>38</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>East West Bancorp Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>27579R104</cusip>
    <value>53</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1030</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1030</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Eastman Chemical Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>277432100</cusip>
    <value>69</value>
    <shrsOrPrnAmt>
      <sshPrnamt>850</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>850</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Eaton Vance Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>278265103</cusip>
    <value>45</value>
    <shrsOrPrnAmt>
      <sshPrnamt>990</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>990</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Edwards Lifesciences Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>28176E108</cusip>
    <value>38762</value>
    <shrsOrPrnAmt>
      <sshPrnamt>412060</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>412060</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Emcor Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>29084Q100</cusip>
    <value>2822</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44837</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>44837</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Emergent Biosolutions Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>29089Q105</cusip>
    <value>11</value>
    <shrsOrPrnAmt>
      <sshPrnamt>382</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>382</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Emerson Electric Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>291011104</cusip>
    <value>23733</value>
    <shrsOrPrnAmt>
      <sshPrnamt>396185</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>977</Sole>
      <Shared>395208</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Employers Holdings Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>292218104</cusip>
    <value>1078</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28410</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>28410</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Enbridge Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>29250N105</cusip>
    <value>39</value>
    <shrsOrPrnAmt>
      <sshPrnamt>930</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>930</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Enersys</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>29275Y102</cusip>
    <value>3247</value>
    <shrsOrPrnAmt>
      <sshPrnamt>41132</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>41132</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ennis Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>293389102</cusip>
    <value>393</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23109</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>23109</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Equinix Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>29444U700</cusip>
    <value>6686</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>16700</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Euronet Worldwide Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>298736109</cusip>
    <value>24</value>
    <shrsOrPrnAmt>
      <sshPrnamt>281</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>281</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Evercore Partners Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>29977A105</cusip>
    <value>4212</value>
    <shrsOrPrnAmt>
      <sshPrnamt>54066</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>54066</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Exact Sciences Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>30063P105</cusip>
    <value>456</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19320</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>19320</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Exactech Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>30064E109</cusip>
    <value>18</value>
    <shrsOrPrnAmt>
      <sshPrnamt>697</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>697</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Exelixis Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>30161Q104</cusip>
    <value>637</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29380</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>29380</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Express Scripts Holding Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>30219G108</cusip>
    <value>19291</value>
    <shrsOrPrnAmt>
      <sshPrnamt>292690</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>292690</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Extended Stay America Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>30224P200</cusip>
    <value>15441</value>
    <shrsOrPrnAmt>
      <sshPrnamt>968690</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>968690</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Extreme Networks Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>30226D106</cusip>
    <value>5778</value>
    <shrsOrPrnAmt>
      <sshPrnamt>769380</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>769380</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Exxon Mobil Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>30231G102</cusip>
    <value>12735</value>
    <shrsOrPrnAmt>
      <sshPrnamt>155233</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>365</Sole>
      <Shared>154868</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>F5 Networks Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>315616102</cusip>
    <value>44172</value>
    <shrsOrPrnAmt>
      <sshPrnamt>309830</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>309830</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Facebook Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>30303M102</cusip>
    <value>129827</value>
    <shrsOrPrnAmt>
      <sshPrnamt>915707</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>459</Sole>
      <Shared>915248</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Fair Isaac Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>303250104</cusip>
    <value>2985</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23150</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>23150</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Farmers Capital Bank Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>309562106</cusip>
    <value>347</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8590</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>8590</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Federated National Hldg Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>31422T101</cusip>
    <value>222</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12750</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>12750</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ferrari Nv</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>N3167Y103</cusip>
    <value>263</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3535</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3535</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Fibrogen Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>31572Q808</cusip>
    <value>261</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10570</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>10570</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Fifth Third Bancorp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>316773100</cusip>
    <value>52</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2030</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2030</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Financial Institutions Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>317585404</cusip>
    <value>27</value>
    <shrsOrPrnAmt>
      <sshPrnamt>830</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>830</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>First American Financial Cp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>31847R102</cusip>
    <value>15</value>
    <shrsOrPrnAmt>
      <sshPrnamt>390</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>390</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>First Cmnty Bancshares Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>31983A103</cusip>
    <value>474</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>19000</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>First Defiance Financial Cp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>32006W106</cusip>
    <value>122</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2464</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2464</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>First Financial Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>320218100</cusip>
    <value>439</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9250</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>9250</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>First Merchants Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>320817109</cusip>
    <value>23</value>
    <shrsOrPrnAmt>
      <sshPrnamt>589</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>589</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>First Potomac Realty Trust</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>33610F109</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>920</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>920</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Fleetcor Technologies Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>339041105</cusip>
    <value>20681</value>
    <shrsOrPrnAmt>
      <sshPrnamt>136719</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>331</Sole>
      <Shared>136388</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Fortinet Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>34959E109</cusip>
    <value>27968</value>
    <shrsOrPrnAmt>
      <sshPrnamt>729290</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>729290</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Francescas Holdings Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>351793104</cusip>
    <value>3308</value>
    <shrsOrPrnAmt>
      <sshPrnamt>215473</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>215473</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Franklin Street Properties</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>35471R106</cusip>
    <value>9</value>
    <shrsOrPrnAmt>
      <sshPrnamt>738</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>738</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>General Dynamics Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>369550108</cusip>
    <value>29119</value>
    <shrsOrPrnAmt>
      <sshPrnamt>155566</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>409</Sole>
      <Shared>155157</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Genesco Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>371532102</cusip>
    <value>698</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12580</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>12580</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Gentex Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>371901109</cusip>
    <value>26545</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1246063</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3187</Sole>
      <Shared>1242876</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Geo Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>36162J106</cusip>
    <value>11</value>
    <shrsOrPrnAmt>
      <sshPrnamt>227</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>227</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Gibraltar Industries Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>374689107</cusip>
    <value>2556</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62050</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>62050</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Gladstone Commercial Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>376536108</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>436</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>436</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Glaxosmithkline Plc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>37733W105</cusip>
    <value>183</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4346</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>4346</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Global Brass &amp; Copper Hldgs</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>37953G103</cusip>
    <value>530</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15420</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>15420</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Goldman Sachs Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>38141G104</cusip>
    <value>23</value>
    <shrsOrPrnAmt>
      <sshPrnamt>98</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>98</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Great Southern Bancorp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>390905107</cusip>
    <value>32</value>
    <shrsOrPrnAmt>
      <sshPrnamt>642</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>642</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Great Western Bancorp Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>391416104</cusip>
    <value>32</value>
    <shrsOrPrnAmt>
      <sshPrnamt>760</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>760</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Green Dot Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>39304D102</cusip>
    <value>385</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11528</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>11528</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Group 1 Automotive Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>398905109</cusip>
    <value>27</value>
    <shrsOrPrnAmt>
      <sshPrnamt>360</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>360</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Grupo Aeroportuario Del Cent</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>400501102</cusip>
    <value>202</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4685</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>4685</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Gulf Island Fabrication Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>402307102</cusip>
    <value>736</value>
    <shrsOrPrnAmt>
      <sshPrnamt>63700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>63700</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hackett Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>404609109</cusip>
    <value>4109</value>
    <shrsOrPrnAmt>
      <sshPrnamt>210817</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>210817</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hallador Energy Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>40609P105</cusip>
    <value>97</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12130</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>12130</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Halozyme Therapeutics Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>40637H109</cusip>
    <value>365</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28180</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>28180</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hancock Holding Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>410120109</cusip>
    <value>42</value>
    <shrsOrPrnAmt>
      <sshPrnamt>930</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>930</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hasbro Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>418056107</cusip>
    <value>22999</value>
    <shrsOrPrnAmt>
      <sshPrnamt>230400</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>230400</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hawaiian Holdings Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>419879101</cusip>
    <value>2913</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62710</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>62710</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hca Holdings Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>40412C101</cusip>
    <value>15880</value>
    <shrsOrPrnAmt>
      <sshPrnamt>178450</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>178450</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Heidrick &amp; Struggles Intl</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>422819102</cusip>
    <value>2338</value>
    <shrsOrPrnAmt>
      <sshPrnamt>88710</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>88710</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Helen Of Troy Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>G4388N106</cusip>
    <value>32</value>
    <shrsOrPrnAmt>
      <sshPrnamt>337</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>337</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Helmerich &amp; Payne</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>423452101</cusip>
    <value>13941</value>
    <shrsOrPrnAmt>
      <sshPrnamt>209207</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>707</Sole>
      <Shared>208500</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hershey Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>427866108</cusip>
    <value>33672</value>
    <shrsOrPrnAmt>
      <sshPrnamt>308210</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>308210</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hff Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>40418F108</cusip>
    <value>1448</value>
    <shrsOrPrnAmt>
      <sshPrnamt>52330</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>52330</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Highwoods Properties Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>431284108</cusip>
    <value>9</value>
    <shrsOrPrnAmt>
      <sshPrnamt>170</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>170</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hms Holdings Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>40425J101</cusip>
    <value>3290</value>
    <shrsOrPrnAmt>
      <sshPrnamt>161820</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>161820</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hollyfrontier Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>436106108</cusip>
    <value>35</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1230</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1230</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hologic Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>436440101</cusip>
    <value>52861</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1242330</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1639</Sole>
      <Shared>1240691</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Home Bancshares Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>436893200</cusip>
    <value>1885</value>
    <shrsOrPrnAmt>
      <sshPrnamt>69640</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>69640</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Home Depot Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>437076102</cusip>
    <value>112966</value>
    <shrsOrPrnAmt>
      <sshPrnamt>769374</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>533</Sole>
      <Shared>768841</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hospitality Properties Trust</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>44106M102</cusip>
    <value>9</value>
    <shrsOrPrnAmt>
      <sshPrnamt>287</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>287</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Huntington Ingalls Ind Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>446413106</cusip>
    <value>57567</value>
    <shrsOrPrnAmt>
      <sshPrnamt>287447</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>265</Sole>
      <Shared>287182</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Icu Medical Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>44930G107</cusip>
    <value>1246</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8162</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>8162</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Idacorp Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>451107106</cusip>
    <value>24</value>
    <shrsOrPrnAmt>
      <sshPrnamt>294</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>294</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Idexx Labs Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>45168D104</cusip>
    <value>48709</value>
    <shrsOrPrnAmt>
      <sshPrnamt>315044</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>315044</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ilg Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>44967H101</cusip>
    <value>31</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1483</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1483</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Illinois Tool Works</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>452308109</cusip>
    <value>30901</value>
    <shrsOrPrnAmt>
      <sshPrnamt>233270</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>233270</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Imperva Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>45321L100</cusip>
    <value>3312</value>
    <shrsOrPrnAmt>
      <sshPrnamt>80685</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>80685</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Inc Research Holdings Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>45329R109</cusip>
    <value>3037</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66227</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>66227</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ingredion Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>457187102</cusip>
    <value>18304</value>
    <shrsOrPrnAmt>
      <sshPrnamt>151990</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>151990</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Innophos Holdings Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>45774N108</cusip>
    <value>902</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16710</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>16710</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Insperity Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>45778Q107</cusip>
    <value>2758</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31112</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>31112</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Integer Holdings Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>45826H109</cusip>
    <value>18</value>
    <shrsOrPrnAmt>
      <sshPrnamt>437</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>437</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Inter Parfums Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>458334109</cusip>
    <value>585</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>16000</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Intercontinental Exchange</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>45866F104</cusip>
    <value>11</value>
    <shrsOrPrnAmt>
      <sshPrnamt>190</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>190</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Interdigital Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>45867G101</cusip>
    <value>3297</value>
    <shrsOrPrnAmt>
      <sshPrnamt>38207</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>38207</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Intl Paper Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>460146103</cusip>
    <value>63</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1240</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1240</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Investors Real Estate Trust</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>461730103</cusip>
    <value>7</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1197</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1197</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ironwood Pharmaceuticals Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>46333X108</cusip>
    <value>488</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28580</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>28580</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Itron Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>465741106</cusip>
    <value>2620</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43170</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>43170</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>J2 Global Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>48123V102</cusip>
    <value>3347</value>
    <shrsOrPrnAmt>
      <sshPrnamt>39892</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>39892</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ja Solar Holdings Co Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>466090206</cusip>
    <value>277</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42410</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>42410</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Johnson &amp; Johnson</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>478160104</cusip>
    <value>3</value>
    <shrsOrPrnAmt>
      <sshPrnamt>27</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>27</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Jpmorgan Chase &amp; Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>46625H100</cusip>
    <value>97</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1100</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Kemet Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>488360207</cusip>
    <value>398</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33190</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>33190</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Kimberly-clark Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>494368103</cusip>
    <value>3</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>22</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Kinder Morgan Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>49456B101</cusip>
    <value>32</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1450</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1450</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Kite Pharma Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>49803L109</cusip>
    <value>545</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6940</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>6940</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Kite Realty Group Trust</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>49803T300</cusip>
    <value>8</value>
    <shrsOrPrnAmt>
      <sshPrnamt>372</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>372</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Lancaster Colony Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>513847103</cusip>
    <value>2749</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21340</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>21340</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Landstar System Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>515098101</cusip>
    <value>25884</value>
    <shrsOrPrnAmt>
      <sshPrnamt>302210</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>302210</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Lantheus Holdings Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>516544103</cusip>
    <value>465</value>
    <shrsOrPrnAmt>
      <sshPrnamt>37170</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>37170</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Las Vegas Sands Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>517834107</cusip>
    <value>26277</value>
    <shrsOrPrnAmt>
      <sshPrnamt>460430</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>460430</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Lear Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>521865204</cusip>
    <value>71918</value>
    <shrsOrPrnAmt>
      <sshPrnamt>508205</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>376</Sole>
      <Shared>507829</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Lexington Realty Trust</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>529043101</cusip>
    <value>3</value>
    <shrsOrPrnAmt>
      <sshPrnamt>316</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>316</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ligand Pharmaceutical Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>53220K504</cusip>
    <value>415</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3920</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3920</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Lincoln National Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>534187109</cusip>
    <value>11</value>
    <shrsOrPrnAmt>
      <sshPrnamt>170</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>170</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Lockheed Martin Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>539830109</cusip>
    <value>4</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>16</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Louisiana-pacific Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>546347105</cusip>
    <value>3626</value>
    <shrsOrPrnAmt>
      <sshPrnamt>146072</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>146072</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Lyondellbasell Industries Nv</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>N53745100</cusip>
    <value>9220</value>
    <shrsOrPrnAmt>
      <sshPrnamt>101110</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>101110</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Mack-cali Realty Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>554489104</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>356</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>356</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Magellan Health Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>559079207</cusip>
    <value>2772</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40150</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>40150</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Magicjack Vocaltec Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>M6787E101</cusip>
    <value>116</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13560</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>13560</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Mainsource Finl Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>56062Y102</cusip>
    <value>39</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1184</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1184</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Malibu Boats Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>56117J100</cusip>
    <value>3360</value>
    <shrsOrPrnAmt>
      <sshPrnamt>149650</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>149650</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Manulife Financial Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>56501R106</cusip>
    <value>192</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10815</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>10815</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Marine Harvest Asa</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>56824R205</cusip>
    <value>161</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10523</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>10523</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Marriott Vacations Worldwide</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>57164Y107</cusip>
    <value>304</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3045</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3045</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Marsh &amp; Mclennan Cos</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>571748102</cusip>
    <value>15</value>
    <shrsOrPrnAmt>
      <sshPrnamt>210</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>210</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Masimo Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>574795100</cusip>
    <value>4415</value>
    <shrsOrPrnAmt>
      <sshPrnamt>47346</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>47346</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Mastercard Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>57636Q104</cusip>
    <value>18583</value>
    <shrsOrPrnAmt>
      <sshPrnamt>165221</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>165221</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Mcdonald's Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>580135101</cusip>
    <value>29197</value>
    <shrsOrPrnAmt>
      <sshPrnamt>225270</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>225270</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Medifast Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>58470H101</cusip>
    <value>130</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2938</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2938</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Merck &amp; Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>58933Y105</cusip>
    <value>22747</value>
    <shrsOrPrnAmt>
      <sshPrnamt>358049</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>893</Sole>
      <Shared>357156</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Meta Financial Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>59100U108</cusip>
    <value>401</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>4530</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Metlife Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>59156R108</cusip>
    <value>13</value>
    <shrsOrPrnAmt>
      <sshPrnamt>252</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>252</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Microsoft Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>594918104</cusip>
    <value>51455</value>
    <shrsOrPrnAmt>
      <sshPrnamt>781285</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>781285</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Monsanto Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>61166W101</cusip>
    <value>11320</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100003</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>100003</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Morgan Stanley</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>617446448</cusip>
    <value>81</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1900</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Mosaic Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>61945C103</cusip>
    <value>59</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2030</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2030</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Motorola Solutions Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>620076307</cusip>
    <value>47760</value>
    <shrsOrPrnAmt>
      <sshPrnamt>553930</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>553930</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Movado Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>624580106</cusip>
    <value>302</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12110</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>12110</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Msci Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>55354G100</cusip>
    <value>50</value>
    <shrsOrPrnAmt>
      <sshPrnamt>510</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>510</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Msg Networks Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>553573106</cusip>
    <value>1046</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44780</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>44780</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Murphy Oil Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>626717102</cusip>
    <value>52</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1820</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1820</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Myriad Genetics Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>62855J104</cusip>
    <value>276</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14390</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>14390</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>National Oilwell Varco Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>637071101</cusip>
    <value>52</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1290</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1290</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Natus Medical Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>639050103</cusip>
    <value>1631</value>
    <shrsOrPrnAmt>
      <sshPrnamt>41560</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>41560</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Net 1 Ueps Technologies Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>64107N206</cusip>
    <value>349</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28552</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>28552</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Netapp Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>64110D104</cusip>
    <value>26696</value>
    <shrsOrPrnAmt>
      <sshPrnamt>638664</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1531</Sole>
      <Shared>637133</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Netease Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>64110W102</cusip>
    <value>239</value>
    <shrsOrPrnAmt>
      <sshPrnamt>841</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>841</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Netgear Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>64111Q104</cusip>
    <value>265</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5357</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>5357</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>New Oriental Ed &amp; Tech</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>647581107</cusip>
    <value>220</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3650</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3650</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Newfield Exploration Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>651290108</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>269</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>269</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Nn Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>629337106</cusip>
    <value>40</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1579</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1579</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Nordstrom Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>655664100</cusip>
    <value>20370</value>
    <shrsOrPrnAmt>
      <sshPrnamt>437444</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>664</Sole>
      <Shared>436780</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Northwestern Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>668074305</cusip>
    <value>26</value>
    <shrsOrPrnAmt>
      <sshPrnamt>436</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>436</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ntt Docomo Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>62942M201</cusip>
    <value>177</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7580</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>7580</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Nucor Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>670346105</cusip>
    <value>36</value>
    <shrsOrPrnAmt>
      <sshPrnamt>600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>600</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Nuvasive Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>670704105</cusip>
    <value>367</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4915</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>4915</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Oceaneering International</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>675232102</cusip>
    <value>46</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1690</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1690</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ofg Bancorp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>67103X102</cusip>
    <value>363</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30740</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>30740</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Old Republic Intl Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>680223104</cusip>
    <value>30</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1480</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1480</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Om Asset Management Plc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>G67506108</cusip>
    <value>1683</value>
    <shrsOrPrnAmt>
      <sshPrnamt>111300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>111300</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Omega Protein Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>68210P107</cusip>
    <value>2437</value>
    <shrsOrPrnAmt>
      <sshPrnamt>121570</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>121570</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Oneok Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>682680103</cusip>
    <value>67</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1210</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1210</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Open Text Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>683715106</cusip>
    <value>230</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6770</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>6770</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Orasure Technologies Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>68554V108</cusip>
    <value>5662</value>
    <shrsOrPrnAmt>
      <sshPrnamt>437864</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>437864</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>O'reilly Automotive Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>67103H107</cusip>
    <value>46606</value>
    <shrsOrPrnAmt>
      <sshPrnamt>172719</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>172719</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ormat Technologies Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>686688102</cusip>
    <value>1189</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20830</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>20830</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Outfront Media Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>69007J106</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>375</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>375</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Owens-illinois Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>690768403</cusip>
    <value>27</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1330</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1330</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Pacwest Bancorp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>695263103</cusip>
    <value>60</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1135</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1135</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Parker-hannifin Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>701094104</cusip>
    <value>30003</value>
    <shrsOrPrnAmt>
      <sshPrnamt>187276</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>509</Sole>
      <Shared>186767</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Pepsico Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>713448108</cusip>
    <value>21637</value>
    <shrsOrPrnAmt>
      <sshPrnamt>193433</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>193433</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Petrochina Co Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>71646E100</cusip>
    <value>28</value>
    <shrsOrPrnAmt>
      <sshPrnamt>380</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>380</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Pfizer Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>717081103</cusip>
    <value>7</value>
    <shrsOrPrnAmt>
      <sshPrnamt>198</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>198</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Piedmont Office Realty Trust</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>720190206</cusip>
    <value>9</value>
    <shrsOrPrnAmt>
      <sshPrnamt>413</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>413</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Pier 1 Imports Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>720279108</cusip>
    <value>3333</value>
    <shrsOrPrnAmt>
      <sshPrnamt>465570</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>465570</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Piper Jaffray Cos</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>724078100</cusip>
    <value>317</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4960</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>4960</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Plexus Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>729132100</cusip>
    <value>3959</value>
    <shrsOrPrnAmt>
      <sshPrnamt>68492</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>68492</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Pnc Financial Svcs Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>693475105</cusip>
    <value>78</value>
    <shrsOrPrnAmt>
      <sshPrnamt>649</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>649</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Polyone Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>73179P106</cusip>
    <value>21</value>
    <shrsOrPrnAmt>
      <sshPrnamt>620</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>620</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Portola Pharmaceuticals Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>737010108</cusip>
    <value>371</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9460</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>9460</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Posco</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>693483109</cusip>
    <value>55</value>
    <shrsOrPrnAmt>
      <sshPrnamt>860</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>860</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ppg Industries Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>693506107</cusip>
    <value>11114</value>
    <shrsOrPrnAmt>
      <sshPrnamt>105770</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>105770</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Pra Health Sciences Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>69354M108</cusip>
    <value>3966</value>
    <shrsOrPrnAmt>
      <sshPrnamt>60795</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>60795</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Praxair Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>74005P104</cusip>
    <value>13449</value>
    <shrsOrPrnAmt>
      <sshPrnamt>113395</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>113395</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Preferred Apartment Cmntys</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>74039L103</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>705</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>705</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Primerica Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>74164M108</cusip>
    <value>4012</value>
    <shrsOrPrnAmt>
      <sshPrnamt>48810</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>48810</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Principal Financial Grp Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>74251V102</cusip>
    <value>50</value>
    <shrsOrPrnAmt>
      <sshPrnamt>800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>800</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Prosiebensat.1 Media Se</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>743476202</cusip>
    <value>202</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18292</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>18292</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Prothena Corp Plc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>G72800108</cusip>
    <value>393</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7040</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>7040</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Prudential Financial Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>744320102</cusip>
    <value>15</value>
    <shrsOrPrnAmt>
      <sshPrnamt>140</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>140</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Public Storage</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>74460D109</cusip>
    <value>6819</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31150</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>31150</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Puma Biotechnology Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>74587V107</cusip>
    <value>206</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5540</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>5540</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Qcr Holdings Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>74727A104</cusip>
    <value>318</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>7500</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Qep Resources Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>74733V100</cusip>
    <value>37</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2900</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Qualcomm Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>747525103</cusip>
    <value>3</value>
    <shrsOrPrnAmt>
      <sshPrnamt>57</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>57</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Radius Health Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>750469207</cusip>
    <value>268</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6940</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>6940</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Reckitt Benckiser Group Plc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>756255204</cusip>
    <value>175</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9431</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>9431</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Regions Financial Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>7591EP100</cusip>
    <value>55</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3770</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3770</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Reinsurance Group Amer Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>759351604</cusip>
    <value>38</value>
    <shrsOrPrnAmt>
      <sshPrnamt>300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>300</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Reliance Steel &amp; Aluminum Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>759509102</cusip>
    <value>64</value>
    <shrsOrPrnAmt>
      <sshPrnamt>800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>800</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Relx Plc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>759530108</cusip>
    <value>221</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11172</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>11172</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Repligen Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>759916109</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>289</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>289</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Restaurant Brands Intl Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>76131D103</cusip>
    <value>220</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3954</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3954</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Retail Pptys Of America Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>76131V202</cusip>
    <value>7</value>
    <shrsOrPrnAmt>
      <sshPrnamt>488</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>488</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Retailmenot Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>76132B106</cusip>
    <value>321</value>
    <shrsOrPrnAmt>
      <sshPrnamt>39630</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>39630</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Rex American Resources Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>761624105</cusip>
    <value>456</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5040</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>5040</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Rlj Lodging Trust</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>74965L101</cusip>
    <value>36</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1530</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Rockwell Automation</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>773903109</cusip>
    <value>11990</value>
    <shrsOrPrnAmt>
      <sshPrnamt>77000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>77000</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Rogers Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>775133101</cusip>
    <value>1961</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22840</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>22840</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ross Stores Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>778296103</cusip>
    <value>42443</value>
    <shrsOrPrnAmt>
      <sshPrnamt>644340</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>644340</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Royal Bank Of Canada</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>780087102</cusip>
    <value>214</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2941</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2941</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Royal Dutch Shell Plc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>780259107</cusip>
    <value>3</value>
    <shrsOrPrnAmt>
      <sshPrnamt>53</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>53</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Royal Dutch Shell Plc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>780259107</cusip>
    <value>208</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3740</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3740</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ruths Hospitality Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>783332109</cusip>
    <value>375</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>18700</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ryerson Holding Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>783754104</cusip>
    <value>289</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22950</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>22950</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sage Therapeutics Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>78667J108</cusip>
    <value>493</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6940</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>6940</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sarepta Therapeutics Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>803607100</cusip>
    <value>274</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9260</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>9260</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sasol Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>803866300</cusip>
    <value>66</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2250</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2250</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Schlumberger Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>806857108</cusip>
    <value>23</value>
    <shrsOrPrnAmt>
      <sshPrnamt>290</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>290</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Schwab (charles) Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>808513105</cusip>
    <value>11</value>
    <shrsOrPrnAmt>
      <sshPrnamt>270</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>270</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Science Applications Intl Cp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>808625107</cusip>
    <value>3372</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45323</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>45323</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Scottish &amp; Southern Energy</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>78467K107</cusip>
    <value>160</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8484</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>8484</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sei Investments Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>784117103</cusip>
    <value>20757</value>
    <shrsOrPrnAmt>
      <sshPrnamt>411510</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>411510</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Select Income Reit</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>81618T100</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>369</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>369</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Selective Ins Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>816300107</cusip>
    <value>26</value>
    <shrsOrPrnAmt>
      <sshPrnamt>542</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>542</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Semtech Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>816850101</cusip>
    <value>3065</value>
    <shrsOrPrnAmt>
      <sshPrnamt>90670</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>90670</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Senior Housing Pptys Trust</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>81721M109</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>464</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>464</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Shore Bancshares Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>825107105</cusip>
    <value>264</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15776</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>15776</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sierra Bancorp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>82620P102</cusip>
    <value>145</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>5300</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Simon Property Group Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>828806109</cusip>
    <value>10512</value>
    <shrsOrPrnAmt>
      <sshPrnamt>61106</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>61106</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sinopec Shanghai Petrochem</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>82935M109</cusip>
    <value>186</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3335</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3335</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sm Energy Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>78454L100</cusip>
    <value>12348</value>
    <shrsOrPrnAmt>
      <sshPrnamt>514529</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1198</Sole>
      <Shared>513331</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Smith (a O) Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>831865209</cusip>
    <value>11850</value>
    <shrsOrPrnAmt>
      <sshPrnamt>231622</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>231622</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Southern Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>842587107</cusip>
    <value>3</value>
    <shrsOrPrnAmt>
      <sshPrnamt>59</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>59</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Spark Energy Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>846511103</cusip>
    <value>2971</value>
    <shrsOrPrnAmt>
      <sshPrnamt>92990</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>92990</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Spartannash Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>847215100</cusip>
    <value>25</value>
    <shrsOrPrnAmt>
      <sshPrnamt>702</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>702</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Spirit Aerosystems Holdings</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>848574109</cusip>
    <value>42134</value>
    <shrsOrPrnAmt>
      <sshPrnamt>727460</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>727460</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Splunk Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>848637104</cusip>
    <value>9206</value>
    <shrsOrPrnAmt>
      <sshPrnamt>147790</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>147790</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>State Street Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>857477103</cusip>
    <value>35</value>
    <shrsOrPrnAmt>
      <sshPrnamt>440</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>440</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Steel Dynamics Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>858119100</cusip>
    <value>55</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1580</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1580</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Stock Yards Bancorp Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>861025104</cusip>
    <value>461</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11335</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>11335</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Stoneridge Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>86183P102</cusip>
    <value>1021</value>
    <shrsOrPrnAmt>
      <sshPrnamt>56290</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>56290</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Strayer Education Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>863236105</cusip>
    <value>3416</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42440</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>42440</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sucampo Pharmaceuticals Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>864909106</cusip>
    <value>117</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10610</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>10610</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sumitomo Mitsui Financial Gr</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>86562M209</cusip>
    <value>203</value>
    <shrsOrPrnAmt>
      <sshPrnamt>27943</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>27943</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Summit Hotel Properties Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>866082100</cusip>
    <value>36</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2234</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2234</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Suncoke Energy Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>86722A103</cusip>
    <value>140</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15650</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>15650</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sunstone Hotel Investors Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>867892101</cusip>
    <value>9</value>
    <shrsOrPrnAmt>
      <sshPrnamt>619</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>619</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Suntrust Banks Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>867914103</cusip>
    <value>23449</value>
    <shrsOrPrnAmt>
      <sshPrnamt>424296</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1255</Sole>
      <Shared>423041</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Supernus Pharmaceuticals Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>868459108</cusip>
    <value>4023</value>
    <shrsOrPrnAmt>
      <sshPrnamt>128520</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>128520</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sykes Enterprises Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>871237103</cusip>
    <value>25</value>
    <shrsOrPrnAmt>
      <sshPrnamt>855</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>855</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Synchrony Financial</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>87165B103</cusip>
    <value>39</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1139</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1139</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Synergy Pharmaceuticals Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>871639308</cusip>
    <value>184</value>
    <shrsOrPrnAmt>
      <sshPrnamt>39550</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>39550</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Synnex Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>87162W100</cusip>
    <value>30</value>
    <shrsOrPrnAmt>
      <sshPrnamt>270</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>270</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Synovus Financial Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>87161C501</cusip>
    <value>12</value>
    <shrsOrPrnAmt>
      <sshPrnamt>300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>300</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sysco Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>871829107</cusip>
    <value>72376</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1393925</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1112</Sole>
      <Shared>1392813</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Take-two Interactive Sftwr</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>874054109</cusip>
    <value>40060</value>
    <shrsOrPrnAmt>
      <sshPrnamt>676142</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1220</Sole>
      <Shared>674922</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Tarena Intl Inc -adr</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>876108101</cusip>
    <value>253</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11180</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>11180</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Target Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>87612E106</cusip>
    <value>9</value>
    <shrsOrPrnAmt>
      <sshPrnamt>157</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>157</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Td Ameritrade Holding Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>87236Y108</cusip>
    <value>31505</value>
    <shrsOrPrnAmt>
      <sshPrnamt>810720</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>810720</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Tech Data Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>878237106</cusip>
    <value>23</value>
    <shrsOrPrnAmt>
      <sshPrnamt>240</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>240</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Teleflex Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>879369106</cusip>
    <value>17484</value>
    <shrsOrPrnAmt>
      <sshPrnamt>90250</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>90250</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Telekomunikasi Indonesia</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>715684106</cusip>
    <value>176</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5650</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>5650</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Tencent Holdings Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>88032Q109</cusip>
    <value>207</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7181</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>7181</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ternium Sa -adr</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>880890108</cusip>
    <value>259</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9905</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>9905</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Tesaro Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>881569107</cusip>
    <value>1068</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6940</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>6940</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Tesoro Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>881609101</cusip>
    <value>31</value>
    <shrsOrPrnAmt>
      <sshPrnamt>380</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>380</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Thor Industries Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>885160101</cusip>
    <value>34206</value>
    <shrsOrPrnAmt>
      <sshPrnamt>355832</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>355832</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Tilly's Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>886885102</cusip>
    <value>322</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35690</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>35690</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>T-mobile Us Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>872590104</cusip>
    <value>13337</value>
    <shrsOrPrnAmt>
      <sshPrnamt>206490</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>206490</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Toronto Dominion Bank</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>891160509</cusip>
    <value>197</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3940</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>3940</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Total Sa</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>89151E109</cusip>
    <value>124</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2450</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>2450</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Tower International Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>891826109</cusip>
    <value>217</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8010</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>8010</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Transocean Ltd</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>H8817H100</cusip>
    <value>22</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1800</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Travelers Cos Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>89417E109</cusip>
    <value>18895</value>
    <shrsOrPrnAmt>
      <sshPrnamt>156712</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>533</Sole>
      <Shared>156179</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Trex Co Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>89531P105</cusip>
    <value>2856</value>
    <shrsOrPrnAmt>
      <sshPrnamt>41160</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>41160</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Trinseo Sa</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>L9340P101</cusip>
    <value>4259</value>
    <shrsOrPrnAmt>
      <sshPrnamt>63468</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>63468</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Trueblue Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>89785X101</cusip>
    <value>22</value>
    <shrsOrPrnAmt>
      <sshPrnamt>797</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>797</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>U S Bancorp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>902973304</cusip>
    <value>22019</value>
    <shrsOrPrnAmt>
      <sshPrnamt>427712</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1065</Sole>
      <Shared>426647</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>U S Physical Therapy Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>90337L108</cusip>
    <value>433</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6637</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>6637</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ultragenyx Pharmaceutical</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>90400D108</cusip>
    <value>586</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8650</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>8650</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Unilever Nv</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>904784709</cusip>
    <value>199</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4015</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>4015</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Unit Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>909218109</cusip>
    <value>23</value>
    <shrsOrPrnAmt>
      <sshPrnamt>938</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>938</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>United Rentals Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>911363109</cusip>
    <value>44428</value>
    <shrsOrPrnAmt>
      <sshPrnamt>355280</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>355280</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Valero Energy Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>91913Y100</cusip>
    <value>70</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1049</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1049</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Vantiv Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>92210H105</cusip>
    <value>40793</value>
    <shrsOrPrnAmt>
      <sshPrnamt>636200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>636200</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Vectrus Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>92242T101</cusip>
    <value>1357</value>
    <shrsOrPrnAmt>
      <sshPrnamt>60730</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>60730</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ventas Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>92276F100</cusip>
    <value>8</value>
    <shrsOrPrnAmt>
      <sshPrnamt>116</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>116</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Vereit Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>92339V100</cusip>
    <value>8</value>
    <shrsOrPrnAmt>
      <sshPrnamt>974</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>974</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Verisign Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>92343E102</cusip>
    <value>31881</value>
    <shrsOrPrnAmt>
      <sshPrnamt>365990</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>365990</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Verizon Communications Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>92343V104</cusip>
    <value>3</value>
    <shrsOrPrnAmt>
      <sshPrnamt>60</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>60</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Vestas Wind Systems A/s</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>925458101</cusip>
    <value>214</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7882</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>7882</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Vishay Intertechnology Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>928298108</cusip>
    <value>19</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1171</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1171</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Visteon Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>92839U206</cusip>
    <value>11519</value>
    <shrsOrPrnAmt>
      <sshPrnamt>117600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>117600</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Vivus Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>928551100</cusip>
    <value>134</value>
    <shrsOrPrnAmt>
      <sshPrnamt>119450</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>119450</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Vmware Inc -cl A</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>928563402</cusip>
    <value>48078</value>
    <shrsOrPrnAmt>
      <sshPrnamt>521790</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>521790</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Voya Financial Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>929089100</cusip>
    <value>17803</value>
    <shrsOrPrnAmt>
      <sshPrnamt>469583</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1362</Sole>
      <Shared>468221</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>W&amp;t Offshore Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>92922P106</cusip>
    <value>336</value>
    <shrsOrPrnAmt>
      <sshPrnamt>121140</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>121140</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Wabash National Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>929566107</cusip>
    <value>418</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20192</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>20192</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Wal-mart Stores Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>931142103</cusip>
    <value>22156</value>
    <shrsOrPrnAmt>
      <sshPrnamt>307254</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>739</Sole>
      <Shared>306515</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Weight Watchers Intl Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>948626106</cusip>
    <value>166</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10660</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>10660</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Wells Fargo &amp; Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>949746101</cusip>
    <value>101</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1820</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1820</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Westrock Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>96145D105</cusip>
    <value>58</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1110</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1110</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Weyerhaeuser Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>962166104</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>278</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>278</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>World Acceptance Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>981419104</cusip>
    <value>443</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8560</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>8560</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Worthington Industries</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>981811102</cusip>
    <value>1332</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>29530</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Wpp Plc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>92937A102</cusip>
    <value>210</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1919</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>1919</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Wsfs Financial Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>929328102</cusip>
    <value>2669</value>
    <shrsOrPrnAmt>
      <sshPrnamt>58090</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>58090</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Wyndham Worldwide Corp</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>98310W108</cusip>
    <value>22391</value>
    <shrsOrPrnAmt>
      <sshPrnamt>265436</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>691</Sole>
      <Shared>264745</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Xperi Corporation</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>88166T101</cusip>
    <value>21</value>
    <shrsOrPrnAmt>
      <sshPrnamt>619</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>619</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Yelp Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>985817105</cusip>
    <value>16722</value>
    <shrsOrPrnAmt>
      <sshPrnamt>510590</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>510590</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Yingli Green Energy Hldgs Co</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>98584B202</cusip>
    <value>96</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44280</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>44280</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Yum Brands Inc</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>988498101</cusip>
    <value>32259</value>
    <shrsOrPrnAmt>
      <sshPrnamt>504840</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>504840</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Yy Inc -adr</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>98426T106</cusip>
    <value>206</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4461</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>4461</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Zions Bancorporation</nameOfIssuer>
    <titleOfClass>Common Stock - Long</titleOfClass>
    <cusip>989701107</cusip>
    <value>26</value>
    <shrsOrPrnAmt>
      <sshPrnamt>630</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>630</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
</informationTable>
