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 12,247 68,584 SH   SOLE   68,584 0 0
ARRIS International PLC SHS G0551A103 21,983 729,612 SH   SOLE   729,612 0 0
AT&T, Inc. COM 00206R102 17,251 405,631 SH   DFND 1 405,631 0 0
Abbott Laboratories COM 002824100 1,775 46,224 SH   SOLE   46,224 0 0
Accenture PLC, Class A SHS CLASS A G1151C101 484 4,130 SH   SOLE 1 4,130 0 0
Aetna, Inc. COM 00817Y108 1,745 14,071 SH   SOLE 1 14,071 0 0
Alcoa Corp. COM 013872106 1,404 49,999 SH   DFND 1 49,999 0 0
Alleghany Corp. COM 017175100 25,953 42,678 SH   SOLE   42,678 0 0
Alphabet, Inc., Class A CAP STK CL A 02079K305 20,213 25,507 SH   DFND 1 25,507 0 0
Alphabet, Inc., Class C CAP STK CL C 02079K107 19,803 25,657 SH   DFND 1 25,657 0 0
Amazon.com, Inc. COM 023135106 17,696 23,599 SH   SOLE   23,599 0 0
Amdocs, Ltd. SHS G02602103 4,495 77,172 SH   SOLE   77,172 0 0
American Electric Power Co., Inc. COM 025537101 204 3,247 SH   SOLE 1 3,247 0 0
American Tower Corp., REIT COM 03027X100 13,741 130,027 SH   SOLE   130,027 0 0
American Water Works Co., Inc. COM 030420103 1,990 27,496 SH   SOLE 1 27,496 0 0
Antero Resources Corp. COM 03674X106 29,320 1,239,726 SH   SOLE   1,239,726 0 0
Apple, Inc. COM 037833100 34,518 298,028 SH   SOLE   298,028 0 0
Apptio, Inc. CL A 03835c108 8,842 477,172 SH   SOLE   477,172 0 0
Aramark COM 03852U106 2,679 75,000 SH   SOLE   75,000 0 0
Arconic, Inc. COM 03965l100 1,916 103,333 SH   SOLE   103,333 0 0
Avnet, Inc. COM 053807103 3,809 80,000 SH   SOLE   80,000 0 0
Bank of America Corp. COM 060505104 20,050 907,240 SH   DFND 1 907,240 0 0
Bank of New York Mellon Corp., The COM 064058100 17,127 361,478 SH   SOLE   361,478 0 0
Becton Dickinson & Co. COM 075887109 303 1,831 SH   DFND 1 1,831 0 0
Beneficial Bancorp, Inc. COM 08171T102 17,480 950,000 SH   SOLE   950,000 0 0
Berkshire Hathaway, Inc., Class B CL B 084670702 25,105 154,036 SH   SOLE   154,036 0 0
Biogen, Inc. COM 09062X103 14,873 52,446 SH   DFND 1 52,446 0 0
Bristol-Myers Squibb Co. COM 110122108 643 10,996 SH   SOLE 1 10,996 0 0
Brookdale Senior Living, Inc. COM 112463104 8,450 680,362 SH   SOLE   680,362 0 0
CVS Health Corp. COM 126650100 558 7,067 SH   SOLE 1 7,067 0 0
Cabela's, Inc. COM 126804301 22,502 384,315 SH   SOLE   384,315 0 0
Callidus Software, Inc. COM 13123E500 8,652 515,000 SH   SOLE   515,000 0 0
Capitol Federal Financial, Inc. COM 14057j101 29,054 1,765,113 SH   SOLE   1,765,113 0 0
Carter's, Inc. COM 146229109 15,772 182,568 SH   SOLE   182,568 0 0
Celanese Corp., Series A COM SER A 150870103 3,622 46,000 SH   DFND 1 46,000 0 0
Celgene Corp. COM 151020104 14,397 124,378 SH   SOLE   124,378 0 0
Charles Schwab Corp., The COM 808513105 15,734 398,620 SH   SOLE   398,620 0 0
Charter Financial Corp. COM 16122W108 6,701 401,997 SH   SOLE   401,997 0 0
Check Point Software Technologies, Ltd. ORD m22465104 3,125 37,000 SH   SOLE   37,000 0 0
Chubb, Ltd. COM H1467J104 27,835 210,677 SH   SOLE   210,677 0 0
Cigna Corp. COM 125509109 232 1,740 SH   SOLE 1 1,740 0 0
Cisco Systems, Inc. COM 17275R102 11,868 392,709 SH   DFND 1 392,709 0 0
Citizens Financial Group, Inc. COM 174610105 5,291 148,500 SH   DFND 1 148,500 0 0
Citrix Systems, Inc. COM 177376100 3,572 40,000 SH   SOLE   40,000 0 0
Coca-Cola Co., The COM 191216100 1,117 26,935 SH   SOLE 1 26,935 0 0
Colgate-Palmolive Co. COM 194162103 369 5,632 SH   SOLE 1 5,632 0 0
Conagra Brands, Inc. COM 205887102 2,769 70,000 SH   SOLE   70,000 0 0
Concho Resources, Inc. COM 20605P101 4,171 31,459 SH   SOLE   31,459 0 0
ConocoPhillips COM 20825C104 423 8,427 SH   DFND 1 8,427 0 0
Crown Castle International Corp., REIT COM 22822V101 10,791 124,368 SH   SOLE   124,368 0 0
Cummins, Inc. COM 231021106 237 1,735 SH   SOLE 1 1,735 0 0
Dominion Resources, Inc. COM 25746U109 310 4,048 SH   SOLE 1 4,048 0 0
Duke Energy Corp. COM 26441C204 357 4,603 SH   SOLE 1 4,603 0 0
EMCOR Group, Inc. COM 29084Q100 15,666 221,400 SH   SOLE   221,400 0 0
EOG Resources, Inc. COM 26875P101 14,280 141,248 SH   SOLE   141,248 0 0
EQT Corp. COM 26884L109 3,465 52,989 SH   SOLE   52,989 0 0
Ecolab, Inc. COM 278865100 9,668 82,477 SH   DFND 1 82,477 0 0
Eli Lilly & Co. COM 532457108 485 6,595 SH   SOLE 1 6,595 0 0
Estee Lauder Cos, Inc., The, Class A CL A 518439104 15,879 207,597 SH   DFND 1 207,597 0 0
Eversource Energy COM 30040W108 14,014 253,735 SH   SOLE   253,735 0 0
ExlService Holdings, Inc. COM 302081104 12,805 253,869 SH   SOLE   253,869 0 0
Expeditors Intl. of Washington, Inc. COM 302130109 3,483 65,764 SH   SOLE   65,764 0 0
FBR & Co. COM 30247C400 3,510 269,972 SH   SOLE   269,972 0 0
Facebook, Inc., Class A CL A 30303M102 6,497 56,469 SH   DFND 1 56,469 0 0
First Republic Bank COM 33616C100 9,805 106,415 SH   DFND 1 106,415 0 0
Forest City Realty Trust, Inc., REIT CL A 345605109 2,673 128,253 SH   SOLE   128,253 0 0
Frontier Communications Corp. COM 35906A108 121 35,752 SH   SOLE 1 35,752 0 0
General Mills, Inc. COM 370334104 16,252 263,098 SH   DFND 1 263,098 0 0
Genpact, Ltd. SHS G3922B107 3,467 142,420 SH   SOLE   142,420 0 0
Gentex Corp. COM 371901109 18,902 960,000 SH   SOLE   960,000 0 0
Genuine Parts Co. COM 372460105 2,006 21,000 SH   DFND 1 21,000 0 0
Gilead Sciences, Inc. COM 375558103 12,272 171,367 SH   SOLE   171,367 0 0
Goldman Sachs Group, Inc., The COM 38141G104 20,018 83,601 SH   SOLE   83,601 0 0
HP, Inc. COM 40434L105 170 11,429 SH   SOLE 1 11,429 0 0
Hologic, Inc. COM 436440101 5,341 133,117 SH   DFND 1 133,117 0 0
Home Depot, Inc., The COM 437076102 4,568 34,069 SH   DFND 1 34,069 0 0
HomeTrust Bancshares, Inc. COM 437872104 19,861 766,839 SH   SOLE   766,839 0 0
IBM COM 459200101 1,003 6,042 SH   SOLE 1 6,042 0 0
ICF International, Inc. COM 44925C103 5,233 94,793 SH   SOLE   94,793 0 0
ICON PLC SHS G4705A100 19,244 255,908 SH   SOLE   255,908 0 0
ION Geophysical Corp. COM 462044207 300 50,000 SH   SOLE   50,000 0 0
Ingersoll-Rand PLC SHS G47791101 17,858 237,978 SH   DFND 1 237,978 0 0
Ingredion, Inc. COM 457187102 407 3,259 SH   SOLE 1 3,259 0 0
Integra LifeSciences Holdings Corp. COM 457985208 17,525 204,278 SH   SOLE   204,278 0 0
Investors Bancorp, Inc. COM 46146L101 31,184 2,235,435 SH   SOLE   2,235,435 0 0
JPMorgan Chase & Co. COM 46625H100 7,509 87,018 SH   SOLE   87,018 0 0
Jamba, Inc. COM 47023A309 6,695 650,000 SH   SOLE   650,000 0 0
Johnson & Johnson COM 478160104 18,396 159,677 SH   DFND 1 159,677 0 0
Jones Lang LaSalle, Inc. COM 48020Q107 2,408 23,835 SH   DFND 1 23,835 0 0
KLX, Inc. COM 482539103 11,954 265,000 SH   SOLE   265,000 0 0
Kaiser Aluminum Corp. COM PAR $0.01 483007704 13,680 176,081 SH   SOLE   176,081 0 0
Kearny Financial Corp/MD COM 48716p108 15,861 1,020,000 SH   SOLE   1,020,000 0 0
Kellogg Co. COM 487836108 1,524 20,681 SH   SOLE 1 20,681 0 0
Kimberly-Clark Corp. COM 494368103 272 2,384 SH   SOLE 1 2,384 0 0
Korn/Ferry International COM 500643200 16,844 572,347 SH   SOLE   572,347 0 0
Kroger Co., The COM 501044101 206 5,956 SH   SOLE 1 5,956 0 0
Lamb Weston Holdings, Inc. COM 513272104 2,019 53,333 SH   SOLE   53,333 0 0
Legg Mason, Inc. COM 524901105 27,255 911,225 SH   SOLE   911,225 0 0
Ligand Pharmaceuticals, Inc. COM 53220K504 14,535 143,049 SH   SOLE   143,049 0 0
Lincoln Electric Holdings, Inc. COM 533900106 13,226 172,500 SH   SOLE   172,500 0 0
MRC Global, Inc. COM 55345K103 20,969 1,035,000 SH   SOLE   1,035,000 0 0
MSCI, Inc. COM 55354G100 273 3,466 SH   SOLE 1 3,466 0 0
Macy's, Inc. COM 55616P104 1,243 34,700 SH   SOLE 1 34,700 0 0
Masco Corp. COM 574599106 2,243 70,925 SH   SOLE   70,925 0 0
MasterCard, Inc., Class A CL A 57636Q104 661 6,403 SH   SOLE 1 6,403 0 0
McKesson Corp. COM 58155q103 219 1,562 SH   SOLE 1 1,562 0 0
Medtronic PLC SHS G5960L103 658 9,232 SH   SOLE 1 9,232 0 0
Merck & Co., Inc. COM 58933Y105 17,935 304,652 SH   SOLE   304,652 0 0
Meridian Bancorp, Inc. COM 58958U103 16,339 864,516 SH   SOLE   864,516 0 0
MetLife, Inc. COM 59156R108 331 6,147 SH   SOLE 1 6,147 0 0
Metaldyne Performance Group, Inc. COM 59116R107 5,896 256,907 SH   SOLE   256,907 0 0
Michael Kors Holdings, Ltd. SHS G60754101 496 11,550 SH   SOLE 1 11,550 0 0
Microsoft Corp. COM 594918104 37,180 598,323 SH   DFND 1 598,323 0 0
Mohawk Industries, Inc. COM 608190104 11,961 59,903 SH   SOLE   59,903 0 0
Molson Coors Brewing Co. CL B 60871r209 9,160 94,133 SH   SOLE   94,133 0 0
Mondelez International, Inc., Class A CL A 609207105 450 10,159 SH   SOLE 1 10,159 0 0
NIKE, Inc., Class B CL B 654106103 2,184 42,973 SH   DFND 1 42,973 0 0
NN, Inc. COM 629337106 8,001 420,000 SH   SOLE   420,000 0 0
Natus Medical, Inc. COM 639050103 22,017 632,668 SH   SOLE   632,668 0 0
Netflix, Inc. COM 64110L106 347 2,801 SH   SOLE 1 2,801 0 0
Newell Brands, Inc. COM 651229106 4,179 93,588 SH   SOLE   93,588 0 0
Newmont Mining Corp. COM 651639106 2,332 68,440 SH   DFND 1 68,440 0 0
ONE Gas, Inc. COM 68235P108 3,714 58,070 SH   SOLE   58,070 0 0
Occidental Petroleum Corp. COM 674599105 11,644 163,467 SH   DFND 1 163,467 0 0
Oshkosh Corp. COM 688239201 10,651 164,850 SH   SOLE   164,850 0 0
PDC Energy, Inc. COM 69327R101 17,641 243,055 SH   SOLE   243,055 0 0
PNC Financial Services Group, Inc. COM 693475105 386 3,300 SH   SOLE 1 3,300 0 0
PayPal Holdings Inc COM 70450Y103 3,158 80,000 SH   SOLE   80,000 0 0
PepsiCo, Inc. COM 713448108 21,172 202,347 SH   DFND 1 202,347 0 0
Performance Food Group Co. COM 71377A103 12,600 525,000 SH   SOLE   525,000 0 0
Phillips 66 COM 718546104 275 3,177 SH   SOLE 1 3,177 0 0
Physicians Realty Trust, REIT COM 71943U104 10,428 550,000 SH   SOLE   550,000 0 0
Pioneer Natural Resources Co. COM 723787107 19,134 106,256 SH   SOLE   106,256 0 0
Planet Fitness, Inc., Class A CL A 72703H101 7,236 360,000 SH   SOLE   360,000 0 0
Procter & Gamble Co., The COM 742718109 18,619 221,440 SH   DFND 1 221,440 0 0
Progress Software Corp. COM 743312100 5,287 165,587 SH   SOLE   165,587 0 0
Prologis, Inc., REIT COM 74340W103 3,062 58,000 SH   SOLE   58,000 0 0
Prudential Financial, Inc. COM 744320102 306 2,940 SH   SOLE 1 2,940 0 0
QUALCOMM, Inc. COM 747525103 16,739 256,727 SH   SOLE   256,727 0 0
Qorvo, Inc. COM 74736k101 2,109 40,000 SH   SOLE   40,000 0 0
RenaissanceRe Holdings, Ltd. COM G7496G103 24,049 176,546 SH   SOLE   176,546 0 0
Robert Half International, Inc. COM 770323103 1,463 30,000 SH   SOLE   30,000 0 0
Ross Stores, Inc. COM 778296103 8,982 136,921 SH   SOLE   136,921 0 0
Ryman Hospitality Properties, Inc., REIT COM 78377t107 10,712 170,000 SH   SOLE   170,000 0 0
Sally Beauty Holdings, Inc. COM 79546E104 7,670 290,296 SH   SOLE   290,296 0 0
Schlumberger, Ltd. COM 806857108 20,431 243,377 SH   SOLE   243,377 0 0
SemGroup Corp, Class A CL A 81663A105 16,300 390,429 SH   SOLE   390,429 0 0
Stanley Black & Decker, Inc. COM 854502101 18,021 157,131 SH   SOLE   157,131 0 0
Syntel, Inc. COM 87162H103 6,932 350,296 SH   SOLE   350,296 0 0
TEGNA, Inc. COM 87901j105 278 13,000 SH   SOLE 1 13,000 0 0
TJX Cos., Inc., The COM 872540109 330 4,387 SH   SOLE 1 4,387 0 0
Target Corp. COM 87612E106 267 3,700 SH   SOLE 1 3,700 0 0
Terreno Realty Corp., REIT COM 88146M101 5,128 180,000 SH   SOLE   180,000 0 0
Texas Instruments, Inc. COM 882508104 480 6,575 SH   SOLE 1 6,575 0 0
TheStreet, Inc. COM 88368Q103 1,251 1,471,653 SH   SOLE   1,471,653 0 0
Thermo Fisher Scientific, Inc. COM 883556102 16,301 115,527 SH   SOLE   115,527 0 0
Thermon Group Holdings, Inc. COM 88362t103 12,122 635,000 SH   SOLE   635,000 0 0
Time Warner, Inc. COM 887317303 22,048 228,401 SH   SOLE   228,401 0 0
Travelers Cos., Inc., The COM 89417E109 244 1,996 SH   SOLE 1 1,996 0 0
U.S. Bancorp COM 902973304 11,592 225,653 SH   DFND 1 225,653 0 0
US Foods Holding Corp. COM 912008109 28,241 1,027,700 SH   SOLE   1,027,700 0 0
Ulta Salon Cosmetics & Fragrance, Inc. COM 90384S303 719 2,820 SH   SOLE 1 2,820 0 0
United Parcel Service, Inc., Class B CL B 911312106 13,793 120,320 SH   DFND 1 120,320 0 0
Unitil Corp. COM 913259107 17,003 375,000 SH   SOLE   375,000 0 0
Verint Systems, Inc. COM 92343X100 14,805 420,000 SH   SOLE   420,000 0 0
Verizon Communications, Inc. COM 92343V104 1,423 26,663 SH   SOLE 1 26,663 0 0
Visa, Inc., Class A COM CL A 92826C839 10,561 135,359 SH   DFND 1 135,359 0 0
WCI Communities, Inc. COM PAR $0.01 92923C807 26,900 1,147,124 SH   SOLE   1,147,124 0 0
WESCO International, Inc. COM 95082P105 13,976 210,000 SH   SOLE   210,000 0 0
Walgreens Boots Alliance, Inc. COM 931427108 505 6,100 SH   SOLE 1 6,100 0 0
Walt Disney Co., The COM DISNEY 254687106 7,757 74,432 SH   DFND 1 74,432 0 0
Waste Management, Inc. COM 94106L109 22,459 316,727 SH   SOLE   316,727 0 0
Westell Technologies, Inc., Class A CL A 957541105 1,018 1,565,681 SH   SOLE   1,565,681 0 0
Weyerhaeuser Co., REIT COM 962166104 5,288 175,739 SH   DFND 1 175,739 0 0
White Mountains Insurance Group, Ltd. COM G9618E107 24,676 29,515 SH   SOLE   29,515 0 0
Whole Foods Market, Inc. COM 966837106 7,110 231,151 SH   SOLE   231,151 0 0
Willis Towers Watson PLC SHS G96629103 1,949 15,935 SH   DFND 1 15,935 0 0
Xerox Corp. COM 984121103 1,491 170,830 SH   SOLE 1 170,830 0 0
Yahoo!, Inc. COM 984332106 1,902 49,174 SH   SOLE 1 49,174 0 0
Yum! Brands, Inc. COM 988498101 4,341 68,544 SH   SOLE   68,544 0 0
Zoetis, Inc. CL A 98978V103 16,985 317,304 SH   SOLE   317,304 0 0
salesforce.com, Inc. COM 79466L302 2,020 29,500 SH   SOLE 1 29,500 0 0
iShares Core S&P 500 ETF S&P 100 ETF 464287200 20,576 91,455 SH   DFND 1 91,455 0 0
iShares MSCI EAFE ETF MSCI EAFE ETF 464287465 2,239 38,782 SH   DFND 1 38,782 0 0