The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co. COM 88579Y101 14,120 80,125 SH   SOLE   80,125 0 0
ARRIS International PLC SHS G0551A103 18,929 668,171 SH   SOLE   668,171 0 0
AT&T, Inc. COM 00206R102 18,914 465,743 SH   DFND 1 465,743 0 0
AT&T, Inc. CALL 00206R902 634 15,600 SH   SOLE   15,600 0 0
Abbott Laboratories COM 002824100 399 9,424 SH   SOLE 1 9,424 0 0
Accenture PLC, Class A SHS CLASS A G1151C101 492 4,030 SH   SOLE 1 4,030 0 0
Aetna, Inc. COM 00817Y108 1,624 14,071 SH   SOLE 1 14,071 0 0
Alleghany Corp. COM 017175100 22,049 41,997 SH   SOLE   41,997 0 0
Alphabet, Inc., Class A CAP STK CL A 02079K305 26,112 32,475 SH   DFND 1 32,475 0 0
Alphabet, Inc., Class C CAP STK CL C 02079K107 25,365 32,632 SH   DFND 1 32,632 0 0
Amazon.com, Inc. COM 023135106 20,571 24,568 SH   SOLE   24,568 0 0
Amdocs, Ltd. SHS G02602103 4,465 77,175 SH   SOLE   77,175 0 0
American Electric Power Co., Inc. COM 025537101 202 3,147 SH   SOLE 1 3,147 0 0
American Tower Corp., REIT COM 03027X100 37,557 331,393 SH   DFND 1 331,393 0 0
American Water Works Co., Inc. COM 030420103 2,058 27,496 SH   SOLE 1 27,496 0 0
Antero Resources Corp. COM 03674X106 16,771 622,300 SH   SOLE   622,300 0 0
Apple, Inc. COM 037833100 37,664 333,163 SH   SOLE   333,163 0 0
Aramark COM 03852U106 2,852 75,000 SH   SOLE   75,000 0 0
Bank of America Corp. COM 060505104 1,024 65,440 SH   SOLE 1 65,440 0 0
Bank of New York Mellon Corp., The COM 064058100 16,840 422,264 SH   SOLE   422,264 0 0
Becton Dickinson & Co. COM 075887109 18,303 101,838 SH   DFND 1 101,838 0 0
Beneficial Bancorp, Inc. COM 08171T102 13,546 920,886 SH   SOLE   920,886 0 0
Berkshire Hathaway, Inc., Class B CL B NEW 084670702 1,016 7,032 SH   SOLE 1 7,032 0 0
Biogen, Inc. COM 09062X103 8,429 26,928 SH   DFND 1 26,928 0 0
Bristol-Myers Squibb Co. COM 110122108 571 10,596 SH   SOLE 1 10,596 0 0
Brookdale Senior Living, Inc. COM 112463104 19,812 1,135,369 SH   SOLE   1,135,369 0 0
CVS Health Corp. COM 126650100 620 6,967 SH   SOLE 1 6,967 0 0
Cabela's, Inc. COM 126804301 24,181 440,220 SH   SOLE   440,220 0 0
Callidus Software, Inc. COM 13123E500 519 28,263 SH   SOLE   28,263 0 0
Capitol Federal Financial, Inc. COM 14057j101 26,349 1,872,719 SH   SOLE   1,872,719 0 0
Carter's, Inc. COM 146229109 12,362 142,570 SH   SOLE   142,570 0 0
Celgene Corp. COM 151020104 18,847 180,299 SH   SOLE   180,299 0 0
Charles Schwab Corp., The COM 808513105 17,070 540,706 SH   SOLE   540,706 0 0
Charter Communications, Inc., Class A CL A 16119P108 363 1,346 SH   SOLE 1 1,346 0 0
Charter Financial Corp. COM 16122W108 5,178 401,997 SH   SOLE   401,997 0 0
Check Point Software Technologies, Ltd. ORD m22465104 2,872 37,000 SH   SOLE   37,000 0 0
Chubb, Ltd. COM H1467J104 30,929 246,149 SH   SOLE   246,149 0 0
Cigna Corp. COM 125509109 214 1,640 SH   SOLE 1 1,640 0 0
Cisco Systems, Inc. COM 17275R102 12,495 393,925 SH   DFND 1 393,925 0 0
Citigroup, Inc. COM 172967424 16,094 340,754 SH   SOLE   340,754 0 0
Citizens Financial Group, Inc. COM 174610105 4,942 200,000 SH   SOLE   200,000 0 0
Citrix Systems, Inc. COM 177376100 1,704 20,000 SH   SOLE   20,000 0 0
Coca-Cola Co., The COM 191216100 1,106 26,135 SH   SOLE 1 26,135 0 0
Coca-Cola European Partners PLC SHS G25839104 753 18,878 SH   SOLE 1 18,878 0 0
Cognizant Technology Solutions, Class A CL A 192446102 1,273 26,689 SH   SOLE   26,689 0 0
Colgate-Palmolive Co. COM 194162103 403 5,432 SH   SOLE 1 5,432 0 0
ConAgra Foods, Inc. COM 205887102 3,298 70,000 SH   SOLE   70,000 0 0
Concho Resources, Inc. COM 20605P101 1,374 10,000 SH   SOLE   10,000 0 0
ConocoPhillips COM 20825C104 353 8,130 SH   DFND 1 8,130 0 0
Crown Castle International Corp., REIT COM 22822V101 21,291 226,000 SH   SOLE   226,000 0 0
Cummins, Inc. COM 231021106 222 1,735 SH   SOLE 1 1,735 0 0
Dominion Resources, Inc. COM 25746U109 286 3,848 SH   SOLE 1 3,848 0 0
Duke Energy Corp. COM 26441C204 352 4,403 SH   SOLE 1 4,403 0 0
EMCOR Group, Inc. COM 29084Q100 17,886 300,000 SH   SOLE   300,000 0 0
EOG Resources Inc COM 26875P101 12,572 130,000 SH   SOLE   130,000 0 0
EQT Corp. COM 26884L109 3,848 52,991 SH   SOLE   52,991 0 0
Ecolab, Inc. COM 278865100 12,910 106,067 SH   DFND 1 106,067 0 0
Eli Lilly & Co. COM 532457108 513 6,395 SH   SOLE 1 6,395 0 0
Equity Residential, REIT SH BEN INT 29476L107 1,473 22,892 SH   SOLE   22,892 0 0
Estee Lauder Cos, Inc., The, Class A CL A 518439104 23,297 263,060 SH   DFND 1 263,060 0 0
Eversource Energy COM 30040W108 16,062 296,451 SH   SOLE   296,451 0 0
ExlService Holdings, Inc. COM 302081104 10,716 215,000 SH   SOLE   215,000 0 0
Expeditors Intl. of Washington, Inc. COM 302130109 3,388 65,767 SH   SOLE   65,767 0 0
FBR & Co. COM 30247C400 3,453 260,832 SH   SOLE   260,832 0 0
Facebook, Inc., Class A CL A 30303M102 12,162 94,813 SH   DFND 1 94,813 0 0
First Republic Bank COM 33616C100 9,576 124,186 SH   DFND 1 124,186 0 0
Fiserv, Inc. COM 337738108 1,989 20,000 SH   SOLE   20,000 0 0
Forest City Realty Trust, Inc., REIT CL A 345605109 586 25,353 SH   SOLE   25,353 0 0
Frontier Communications Corp. COM 35906A108 149 35,752 SH   SOLE 1 35,752 0 0
General Mills, Inc. COM 370334104 19,391 303,549 SH   DFND 1 303,549 0 0
Genpact, Ltd. SHS G3922B107 14,548 607,420 SH   SOLE   607,420 0 0
Gentex Corp. COM 371901109 15,453 880,000 SH   SOLE   880,000 0 0
Genuine Parts Co. COM 372460105 2,009 20,000 SH   SOLE   20,000 0 0
Gilead Sciences, Inc. COM 375558103 10,189 128,781 SH   DFND 1 128,781 0 0
Goldman Sachs Group, Inc., The COM 38141G104 12,526 77,668 SH   SOLE   77,668 0 0
HP, Inc. COM 40434L105 171 11,029 SH   SOLE 1 11,029 0 0
Hologic, Inc. COM 436440101 5,169 133,124 SH   DFND 1 133,124 0 0
Home Depot, Inc., The COM 437076102 1,068 8,300 SH   DFND 1 8,300 0 0
HomeTrust Bancshares, Inc. COM 437872104 14,533 785,590 SH   SOLE   785,590 0 0
IBM COM 459200101 928 5,842 SH   SOLE 1 5,842 0 0
ICF International, Inc. COM 44925C103 10,641 240,100 SH   SOLE   240,100 0 0
ICON PLC SHS G4705A100 10,882 140,647 SH   SOLE   140,647 0 0
ION Geophysical Corp. COM 462044207 343 50,000 SH   SOLE   50,000 0 0
Independent Bank Corp. COM 453836108 13,665 252,628 SH   SOLE   252,628 0 0
Ingersoll-Rand PLC SHS G47791101 18,871 277,763 SH   DFND 1 277,763 0 0
Ingram Micro, Inc., Class A CL A 457153104 17,284 484,682 SH   SOLE   484,682 0 0
Integra LifeSciences Holdings Corp. COM 457985208 6,626 80,261 SH   SOLE   80,261 0 0
Investors Bancorp, Inc. COM 46146L101 24,728 2,058,983 SH   SOLE   2,058,983 0 0
Jamba, Inc. COM 47023A309 6,326 579,307 SH   SOLE   579,307 0 0
Johnson & Johnson COM 478160104 36,370 307,882 SH   DFND 1 307,882 0 0
Jones Lang LaSalle, Inc. COM 48020Q107 2,712 23,835 SH   DFND 1 23,835 0 0
KLX, Inc. COM 482539103 7,920 225,000 SH   SOLE   225,000 0 0
Kaiser Aluminum Corp. COM PAR $0.01 483007704 12,137 140,326 SH   SOLE   140,326 0 0
Kearny Financial Corp/MD COM 48716p108 13,248 973,434 SH   SOLE   973,434 0 0
Kellogg Co. COM 487836108 1,602 20,681 SH   SOLE 1 20,681 0 0
KeyCorp COM 493267108 1,764 144,984 SH   SOLE 1 144,984 0 0
Kimberly-Clark Corp. COM 494368103 301 2,384 SH   SOLE 1 2,384 0 0
Korn/Ferry International COM 500643200 9,723 463,000 SH   SOLE   463,000 0 0
Legg Mason, Inc. COM 524901105 18,258 545,347 SH   SOLE   545,347 0 0
Life Storage, Inc., REIT COM 53223X107 9,428 106,000 SH   SOLE   106,000 0 0
Ligand Pharmaceuticals, Inc. COM 53220K504 12,865 126,049 SH   SOLE   126,049 0 0
Lincoln Electric Holdings, Inc. COM 533900106 11,373 181,627 SH   SOLE   181,627 0 0
MRC Global, Inc. COM 55345K103 15,609 950,000 SH   SOLE   950,000 0 0
Macy's, Inc. COM 55616P104 1,286 34,700 SH   SOLE 1 34,700 0 0
Masco Corp. COM 574599106 2,434 70,931 SH   SOLE   70,931 0 0
MasterCard, Inc., Class A CL A 57636Q104 641 6,303 SH   SOLE 1 6,303 0 0
McKesson Corp. COM 58155q103 244 1,462 SH   SOLE 1 1,462 0 0
Medtronic PLC SHS G5960L103 772 8,932 SH   SOLE 1 8,932 0 0
Merck & Co., Inc. COM 58933Y105 22,210 355,870 SH   SOLE   355,870 0 0
Meridian Bancorp, Inc. COM 58958U103 15,220 977,542 SH   SOLE   977,542 0 0
MetLife, Inc. COM 59156R108 264 5,947 SH   SOLE 1 5,947 0 0
Metaldyne Performance Group, Inc. COM 59116R107 8,500 536,295 SH   SOLE   536,295 0 0
Michael Kors Holdings, Ltd. SHS G60754101 540 11,550 SH   SOLE 1 11,550 0 0
Microsoft Corp. COM 594918104 39,716 689,508 SH   DFND 1 689,508 0 0
Mohawk Industries, Inc. COM 608190104 6,010 30,000 SH   SOLE   30,000 0 0
Molson Coors Brewing Co. CL B 60871r209 12,078 110,000 SH   SOLE   110,000 0 0
Mondelez International, Inc., Class A CL A 609207105 437 9,959 SH   SOLE 1 9,959 0 0
NIKE, Inc., Class B CL B 654106103 7,323 139,081 SH   DFND 1 139,081 0 0
NN, Inc. COM 629337106 6,570 360,000 SH   SOLE   360,000 0 0
Natus Medical, Inc. COM 639050103 16,895 430,000 SH   SOLE   430,000 0 0
Netflix, Inc. COM 64110L106 276 2,801 SH   SOLE 1 2,801 0 0
Newell Brands, Inc. COM 651229106 3,875 73,591 SH   SOLE   73,591 0 0
Newmont Mining Corp. COM 651639106 725 18,446 SH   DFND 1 18,446 0 0
ONE Gas, Inc. COM 68235P108 10,326 166,977 SH   SOLE   166,977 0 0
Occidental Petroleum Corp. COM 674599105 25,167 345,127 SH   SOLE   345,127 0 0
Oshkosh Corp. COM 688239201 13,379 238,907 SH   SOLE   238,907 0 0
PNC Financial Services Group, Inc. COM 693475105 288 3,200 SH   SOLE 1 3,200 0 0
PepsiCo, Inc. COM 713448108 25,507 234,507 SH   DFND 1 234,507 0 0
Performance Food Group Co. COM 71377A103 11,667 470,426 SH   SOLE   470,426 0 0
Phillips 66 COM 718546104 248 3,077 SH   SOLE 1 3,077 0 0
Physicians Realty Trust, REIT COM 71943U104 10,514 488,117 SH   SOLE   488,117 0 0
Pioneer Natural Resources Co. COM 723787107 23,048 124,145 SH   SOLE   124,145 0 0
Planet Fitness, Inc., Class A CL A 72703H101 5,991 298,530 SH   SOLE   298,530 0 0
Procter & Gamble Co., The COM 742718109 22,917 255,342 SH   DFND 1 255,342 0 0
Progress Software Corp. COM 743312100 9,706 356,838 SH   SOLE   356,838 0 0
Prologis, Inc., REIT COM 74340W103 3,105 58,000 SH   SOLE   58,000 0 0
Prudential Financial, Inc. COM 744320102 232 2,840 SH   SOLE 1 2,840 0 0
QUALCOMM, Inc. COM 747525103 26,715 390,000 SH   SOLE   390,000 0 0
Realogy Holdings Corp. COM 75605Y106 447 17,276 SH   SOLE 1 17,276 0 0
RenaissanceRe Holdings, Ltd. COM G7496G103 26,993 224,644 SH   SOLE   224,644 0 0
Robert Half International, Inc. COM 770323103 1,704 45,000 SH   SOLE   45,000 0 0
Ross Stores, Inc. COM 778296103 10,288 160,000 SH   SOLE   160,000 0 0
Ryman Hospitality Properties, Inc., REIT COM 78377t107 6,986 145,048 SH   SOLE   145,048 0 0
Sally Beauty Holdings, Inc. COM 79546E104 18,073 703,780 SH   SOLE   703,780 0 0
Schlumberger, Ltd. COM 806857108 9,437 120,000 SH   SOLE   120,000 0 0
Spire, Inc. COM 84857L101 4,900 76,878 SH   SOLE   76,878 0 0
Stanley Black & Decker, Inc. COM 854502101 21,346 173,575 SH   SOLE   173,575 0 0
Syntel, Inc. COM 87162H103 18,175 433,668 SH   SOLE   433,668 0 0
TEGNA, Inc. COM 87901j105 284 13,000 SH   SOLE 1 13,000 0 0
TJX Cos., Inc., The COM 872540109 321 4,287 SH   SOLE 1 4,287 0 0
Tailored Brands, Inc. COM 87403a107 8,546 544,330 SH   SOLE   544,330 0 0
Terreno Realty Corp., REIT COM 88146M101 4,127 150,000 SH   SOLE   150,000 0 0
Texas Instruments, Inc. COM 882508104 447 6,375 SH   SOLE 1 6,375 0 0
TheStreet, Inc. COM 88368Q103 1,619 1,471,653 SH   SOLE   1,471,653 0 0
Thermo Fisher Scientific, Inc. COM 883556102 21,473 135,000 SH   SOLE   135,000 0 0
Thermon Group Holdings, Inc. COM 88362t103 11,222 568,206 SH   SOLE   568,206 0 0
Time Warner, Inc. COM 887317303 18,061 226,863 SH   SOLE   226,863 0 0
Travelers Cos., Inc., The COM 89417E109 217 1,896 SH   SOLE 1 1,896 0 0
US Bancorp COM 902973304 11,212 261,419 SH   DFND 1 261,419 0 0
US Foods Holding Corp. COM 912008109 16,374 693,537 SH   SOLE   693,537 0 0
Ulta Salon Cosmetics & Fragrance, Inc. COM 90384S303 671 2,820 SH   SOLE 1 2,820 0 0
United Parcel Service, Inc., Class B CL B 911312106 15,266 139,596 SH   DFND 1 139,596 0 0
Unitil Corp. COM 913259107 14,257 365,000 SH   SOLE   365,000 0 0
Verint Systems, Inc. COM 92343X100 14,062 373,689 SH   SOLE   373,689 0 0
Verizon Communications, Inc. COM 92343V104 1,344 25,863 SH   SOLE 1 25,863 0 0
Visa, Inc., Class A COM CL A 92826C839 16,744 202,469 SH   DFND 1 202,469 0 0
WCI Communities, Inc. COM PAR $0.01 92923C807 18,976 800,000 SH   SOLE   800,000 0 0
WESCO International, Inc. COM 95082P105 7,530 122,452 SH   SOLE   122,452 0 0
Walt Disney Co., The COM DISNEY 254687106 929 10,004 SH   DFND 1 10,004 0 0
Waste Management, Inc. COM 94106L109 19,426 304,681 SH   SOLE   304,681 0 0
Wells Fargo & Co. COM 949746101 1,678 37,904 SH   SOLE 1 37,904 0 0
Westell Technologies, Inc., Class A CL A 957541105 802 1,565,681 SH   SOLE   1,565,681 0 0
Weyerhaeuser Co., REIT COM 962166104 4,735 148,239 SH   DFND 1 148,239 0 0
White Mountains Insurance Group, Ltd. COM G9618E107 20,165 24,295 SH   SOLE   24,295 0 0
Whole Foods Market, Inc. COM 966837106 5,728 202,058 SH   DFND 1 202,058 0 0
Willis Towers Watson PLC SHS G96629103 2,102 15,835 SH   DFND 1 15,835 0 0
Xerox Corp. COM 984121103 1,731 170,830 SH   SOLE 1 170,830 0 0
Yahoo!, Inc. COM 984332106 2,119 49,174 SH   SOLE 1 49,174 0 0
Zoetis, Inc. CL A 98978V103 26,042 500,706 SH   SOLE   500,706 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462f103 446 2,061 SH   SOLE 1 2,061 0 0
Vanguard FTSE Developed Market FTSE DEV MKT ETF 921943858 1,277 34,128 SH   DFND 1 34,128 0 0
Royal Bank of Scotland Group PLC DEBT 7.500%12/3 780099CJ4 1,242 1,350,000 PRN   SOLE   1,350,000 0 0