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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co. COM 88579Y101 13,122 68,585 SH   SOLE   68,585 0 0
Abbott Laboratories COM 002824100 2,053 46,224 SH   SOLE 1 46,224 0 0
Accenture PLC, Class A SHS CLASS A G1151C101 531 4,430 SH   SOLE 1 4,430 0 0
Aetna, Inc. COM 00817Y108 1,795 14,071 SH   SOLE 1 14,071 0 0
Alcoa Corp. COM 013872106 1,720 49,999 SH   SOLE   49,999 0 0
Alleghany Corp. COM 017175100 16,535 26,901 SH   SOLE   26,901 0 0
Allstate Corp., The COM 020002101 215 2,641 SH   SOLE 1 2,641 0 0
Alphabet, Inc., Class A CAP STK CL A 02079K305 19,991 23,580 SH   DFND   23,580 0 0
Alphabet, Inc., Class A CAP STK CL A 02079K305 1,803 2,127 SH   DFND 1 2,127 0 0
Alphabet, Inc., Class C CAP STK CL C 02079K107 19,596 23,622 SH   DFND   23,622 0 0
Alphabet, Inc., Class C CAP STK CL C 02079K107 1,854 2,235 SH   DFND 1 2,235 0 0
Amazon.com, Inc. COM 023135106 29,787 33,599 SH   SOLE   33,599 0 0
Amdocs, Ltd. SHS G02602103 4,707 77,173 SH   SOLE   77,173 0 0
American Electric Power Co., Inc. COM 025537101 231 3,447 SH   SOLE 1 3,447 0 0
American Tower Corp., REIT COM 03027X100 13,981 115,030 SH   SOLE   115,030 0 0
American Water Works Co., Inc. COM 030420103 2,138 27,496 SH   SOLE 1 27,496 0 0
Antero Resources Corp. COM 03674X106 41,469 1,818,006 SH   SOLE   1,818,006 0 0
Aon PLC SHS CL A G0408V102 230 1,940 SH   SOLE 1 1,940 0 0
Apple, Inc. COM 037833100 42,815 298,031 SH   SOLE   298,031 0 0
Apptio, Inc. CL A 03835c108 7,722 658,270 SH   SOLE   658,270 0 0
Aptargroup, Inc. COM 038336103 490 6,365 SH   SOLE   6,365 0 0
Aramark COM 03852U106 2,765 75,000 SH   SOLE   75,000 0 0
Arconic, Inc. COM 03965l100 2,722 103,333 SH   SOLE   103,333 0 0
ARRIS International PLC SHS G0551A103 18,637 704,612 SH   SOLE   704,612 0 0
AT&T, Inc. COM 00206R102 15,181 365,361 SH   DFND   365,361 0 0
AT&T, Inc. COM 00206R102 1,794 43,183 SH   DFND 1 43,183 0 0
Avnet, Inc. COM 053807103 26,173 571,956 SH   SOLE   571,956 0 0
Bank of America Corp. COM 060505104 19,816 840,000 SH   DFND   840,000 0 0
Bank of America Corp. COM 060505104 1,688 71,540 SH   DFND 1 71,540 0 0
Bank of New York Mellon Corp., The COM 064058100 7,627 161,482 SH   SOLE   161,482 0 0
Beacon Roofing Supply, Inc. COM 073685109 8,603 175,000 SH   SOLE   175,000 0 0
Becton Dickinson & Co. COM 075887109 75 407 SH   DFND   407 0 0
Becton Dickinson & Co. COM 075887109 280 1,526 SH   DFND 1 1,526 0 0
Beneficial Bancorp, Inc. COM 08171T102 15,200 950,000 SH   SOLE   950,000 0 0
Berkshire Hathaway, Inc., Class B CL B 084670702 25,675 154,036 SH   SOLE   154,036 0 0
Biogen, Inc. COM 09062X103 13,922 50,918 SH   DFND   50,918 0 0
Biogen, Inc. COM 09062X103 445 1,628 SH   DFND 1 1,628 0 0
Bristol-Myers Squibb Co. COM 110122108 641 11,796 SH   SOLE 1 11,796 0 0
Brookdale Senior Living, Inc. COM 112463104 9,137 680,362 SH   SOLE   680,362 0 0
Callidus Software, Inc. COM 13123E500 10,995 515,000 SH   SOLE   515,000 0 0
Capitol Federal Financial, Inc. COM 14057j101 30,951 2,115,586 SH   SOLE   2,115,586 0 0
Carter's, Inc. COM 146229109 22,303 248,368 SH   SOLE   248,368 0 0
Celanese Corp., Series A COM SER A 150870103 4,043 45,000 SH   DFND   45,000 0 0
Celanese Corp., Series A COM SER A 150870103 99 1,100 SH   DFND 1 1,100 0 0
Celgene Corp. COM 151020104 15,476 124,378 SH   SOLE   124,378 0 0
Charles Schwab Corp., The COM 808513105 16,268 398,621 SH   SOLE   398,621 0 0
Charter Financial Corp. COM 16122W108 7,907 401,997 SH   SOLE   401,997 0 0
Check Point Software Technologies, Ltd. ORD m22465104 3,798 37,000 SH   SOLE   37,000 0 0
Chubb, Ltd. COM H1467J104 28,705 210,678 SH   SOLE   210,678 0 0
Cigna Corp. COM 125509109 270 1,840 SH   SOLE 1 1,840 0 0
Cisco Systems, Inc. COM 17275R102 12,161 359,784 SH   DFND   359,784 0 0
Cisco Systems, Inc. COM 17275R102 1,194 35,325 SH   DFND 1 35,325 0 0
Citizens Financial Group, Inc. COM 174610105 3,110 90,000 SH   DFND   90,000 0 0
Citizens Financial Group, Inc. COM 174610105 128 3,700 SH   DFND 1 3,700 0 0
Citrix Systems, Inc. COM 177376100 3,336 40,000 SH   SOLE   40,000 0 0
Coca-Cola Co., The COM 191216100 1,220 28,735 SH   SOLE 1 28,735 0 0
Colgate-Palmolive Co. COM 194162103 441 6,032 SH   SOLE 1 6,032 0 0
Conagra Brands, Inc. COM 205887102 2,824 70,000 SH   SOLE   70,000 0 0
Concho Resources, Inc. COM 20605P101 4,037 31,459 SH   SOLE   31,459 0 0
ConocoPhillips COM 20825C104 12 231 SH   DFND   231 0 0
ConocoPhillips COM 20825C104 434 8,697 SH   DFND 1 8,697 0 0
Crown Castle International Corp., REIT COM 22822V101 10,507 111,248 SH   SOLE   111,248 0 0
Cummins, Inc. COM 231021106 262 1,735 SH   SOLE 1 1,735 0 0
CVS Health Corp. COM 126650100 594 7,567 SH   SOLE 1 7,567 0 0
Deere & Co. COM 244199105 207 1,900 SH   SOLE 1 1,900 0 0
Delphi Automotive PLC SHS G27823106 8,854 110,000 SH   SOLE   110,000 0 0
Dominion Resources, Inc. COM 25746U109 345 4,448 SH   SOLE 1 4,448 0 0
Duke Energy Corp. COM 26441C204 402 4,903 SH   SOLE 1 4,903 0 0
Ecolab, Inc. COM 278865100 10,118 80,726 SH   DFND   80,726 0 0
Ecolab, Inc. COM 278865100 232 1,851 SH   DFND 1 1,851 0 0
Eli Lilly & Co. COM 532457108 588 6,995 SH   SOLE 1 6,995 0 0
EMCOR Group, Inc. COM 29084Q100 13,937 221,400 SH   SOLE   221,400 0 0
EOG Resources, Inc. COM 26875P101 13,779 141,248 SH   SOLE   141,248 0 0
EQT Corp. COM 26884L109 2,810 45,989 SH   SOLE   45,989 0 0
Estee Lauder Cos, Inc., The, Class A CL A 518439104 16,172 190,731 SH   DFND   190,731 0 0
Estee Lauder Cos, Inc., The, Class A CL A 518439104 1,430 16,867 SH   DFND 1 16,867 0 0
ExlService Holdings, Inc. COM 302081104 12,023 253,869 SH   SOLE   253,869 0 0
Expeditors Intl. of Washington, Inc. COM 302130109 2,303 40,764 SH   SOLE   40,764 0 0
Facebook, Inc., Class A CL A 30303M102 5,493 38,671 SH   DFND   38,671 0 0
Facebook, Inc., Class A CL A 30303M102 2,500 17,598 SH   DFND 1 17,598 0 0
FBR & Co. COM 30247C400 4,994 276,701 SH   SOLE   276,701 0 0
First Republic Bank COM 33616C100 9,890 105,429 SH   DFND   105,429 0 0
First Republic Bank COM 33616C100 102 1,086 SH   DFND 1 1,086 0 0
Forest City Realty Trust, Inc., REIT CL A 345605109 2,467 113,253 SH   SOLE   113,253 0 0
Frontier Communications Corp. COM 35906A108 77 35,752 SH   SOLE 1 35,752 0 0
General Mills, Inc. COM 370334104 14,186 240,392 SH   DFND   240,392 0 0
General Mills, Inc. COM 370334104 1,340 22,709 SH   DFND 1 22,709 0 0
Genpact, Ltd. SHS G3922B107 3,031 122,420 SH   SOLE   122,420 0 0
Gentex Corp. COM 371901109 20,477 960,000 SH   SOLE   960,000 0 0
Genuine Parts Co. COM 372460105 1,848 20,000 SH   DFND   20,000 0 0
Genuine Parts Co. COM 372460105 102 1,100 SH   DFND 1 1,100 0 0
Gilead Sciences, Inc. COM 375558103 12,319 181,369 SH   SOLE   181,369 0 0
Goldman Sachs Group, Inc., The COM 38141G104 16,908 73,601 SH   SOLE   73,601 0 0
Hologic, Inc. COM 436440101 5,166 121,403 SH   DFND   121,403 0 0
Hologic, Inc. COM 436440101 77 1,814 SH   DFND 1 1,814 0 0
Home Depot, Inc., The COM 437076102 3,803 25,904 SH   DFND   25,904 0 0
Home Depot, Inc., The COM 437076102 1,272 8,666 SH   DFND 1 8,666 0 0
HomeTrust Bancshares, Inc. COM 437872104 18,022 766,906 SH   SOLE   766,906 0 0
HP, Inc. COM 40434L105 215 12,029 SH   SOLE 1 12,029 0 0
IBM COM 459200101 1,122 6,442 SH   SOLE 1 6,442 0 0
ICF International, Inc. COM 44925C103 4,741 114,793 SH   SOLE   114,793 0 0
ICON PLC SHS G4705A100 22,793 285,908 SH   SOLE   285,908 0 0
Ingersoll-Rand PLC SHS G47791101 20,027 246,280 SH   DFND   246,280 0 0
Ingersoll-Rand PLC SHS G47791101 155 1,900 SH   DFND 1 1,900 0 0
Ingredion, Inc. COM 457187102 392 3,259 SH   SOLE 1 3,259 0 0
Integra LifeSciences Holdings Corp. COM 457985208 17,690 419,883 SH   SOLE   419,883 0 0
Intuit, Inc. COM 461202103 205 1,770 SH   SOLE 1 1,770 0 0
Investors Bancorp, Inc. COM 46146L101 33,440 2,325,441 SH   SOLE   2,325,441 0 0
ION Geophysical Corp. COM 462044207 243 50,000 SH   SOLE   50,000 0 0
Jack in the Box, Inc. COM 466367109 11,210 110,200 SH   SOLE   110,200 0 0
Jamba, Inc. COM 47023A309 5,883 650,000 SH   SOLE   650,000 0 0
Johnson & Johnson COM 478160104 17,637 141,602 SH   DFND   141,602 0 0
Johnson & Johnson COM 478160104 2,388 19,177 SH   DFND 1 19,177 0 0
Johnson Controls International PLC SHS G51502105 3,159 75,000 SH   SOLE   75,000 0 0
Jones Lang LaSalle, Inc. COM 48020Q107 2,619 23,500 SH   DFND   23,500 0 0
Jones Lang LaSalle, Inc. COM 48020Q107 37 335 SH   DFND 1 335 0 0
JPMorgan Chase & Co. COM 46625H100 12,914 147,018 SH   SOLE   147,018 0 0
Kaiser Aluminum Corp. COM PAR $0.01 483007704 14,449 180,833 SH   SOLE   180,833 0 0
Kearny Financial Corp/MD COM 48716p108 16,723 1,111,135 SH   SOLE   1,111,135 0 0
Kellogg Co. COM 487836108 1,502 20,681 SH   SOLE 1 20,681 0 0
KeyCorp. COM 493267108 2,560 143,984 SH   SOLE 1 143,984 0 0
Kimberly-Clark Corp. COM 494368103 340 2,584 SH   SOLE 1 2,584 0 0
KLX, Inc. COM 482539103 11,846 265,000 SH   SOLE   265,000 0 0
Korn/Ferry International COM 500643200 13,240 420,447 SH   SOLE   420,447 0 0
Lamb Weston Holdings, Inc. COM 513272104 2,243 53,333 SH   SOLE   53,333 0 0
Legg Mason, Inc. COM 524901105 32,904 911,226 SH   SOLE   911,226 0 0
Ligand Pharmaceuticals, Inc. COM 53220K504 18,215 172,101 SH   SOLE   172,101 0 0
Macy's, Inc. COM 55616P104 1,029 34,700 SH   SOLE 1 34,700 0 0
Marriott International, Inc., Class A CL A 571903202 1,564 16,604 SH   SOLE 1 16,604 0 0
Masco Corp. COM 574599106 2,071 60,926 SH   SOLE   60,926 0 0
MasterCard, Inc., Class A CL A 57636Q104 765 6,803 SH   SOLE 1 6,803 0 0
McKesson Corp. COM 58155q103 246 1,662 SH   SOLE 1 1,662 0 0
Medtronic PLC SHS G5960L103 792 9,832 SH   SOLE 1 9,832 0 0
Merck & Co., Inc. COM 58933Y105 19,358 304,659 SH   SOLE   304,659 0 0
Meridian Bancorp, Inc. COM 58958U103 15,821 864,516 SH   SOLE   864,516 0 0
MetLife, Inc. COM 59156R108 346 6,547 SH   SOLE 1 6,547 0 0
Michael Kors Holdings, Ltd. SHS G60754101 440 11,550 SH   SOLE 1 11,550 0 0
Microsoft Corp. COM 594918104 36,190 549,501 SH   DFND   549,501 0 0
Microsoft Corp. COM 594918104 3,413 51,829 SH   DFND 1 51,829 0 0
Mohawk Industries, Inc. COM 608190104 13,747 59,903 SH   SOLE   59,903 0 0
Molson Coors Brewing Co., Class B CL B 60871r209 9,009 94,133 SH   SOLE   94,133 0 0
Mondelez International, Inc., Class A CL A 609207105 472 10,959 SH   SOLE 1 10,959 0 0
MRC Global, Inc. COM 55345K103 19,140 1,044,200 SH   SOLE   1,044,200 0 0
MSCI, Inc. COM 55354G100 337 3,466 SH   SOLE 1 3,466 0 0
Natus Medical, Inc. COM 639050103 26,424 673,222 SH   SOLE   673,222 0 0
Netflix, Inc. COM 64110L106 458 3,101 SH   SOLE 1 3,101 0 0
Newell Brands, Inc. COM 651229106 16,207 343,588 SH   SOLE   343,588 0 0
Newmont Mining Corp. COM 651639106 2,152 65,292 SH   DFND   65,292 0 0
Newmont Mining Corp. COM 651639106 598 18,149 SH   DFND 1 18,149 0 0
NIKE, Inc., Class B CL B 654106103 25 451 SH   DFND   451 0 0
NIKE, Inc., Class B CL B 654106103 2,370 42,523 SH   DFND 1 42,523 0 0
NN, Inc. COM 629337106 10,584 420,000 SH   SOLE   420,000 0 0
Occidental Petroleum Corp. COM 674599105 30 471 SH   DFND   471 0 0
Occidental Petroleum Corp. COM 674599105 342 5,400 SH   DFND 1 5,400 0 0
ONE Gas, Inc. COM 68235P108 5,043 74,595 SH   SOLE   74,595 0 0
Oshkosh Corp. COM 688239201 4,680 68,237 SH   SOLE   68,237 0 0
PayPal Holdings Inc COM 70450Y103 8,604 200,000 SH   SOLE   200,000 0 0
PDC Energy, Inc. COM 69327R101 21,816 349,897 SH   SOLE   349,897 0 0
PDF Solutions, Inc. COM 693282105 2,180 96,392 SH   SOLE   96,392 0 0
PepsiCo, Inc. COM 713448108 21,574 192,864 SH   DFND   192,864 0 0
PepsiCo, Inc. COM 713448108 1,128 10,086 SH   DFND 1 10,086 0 0
Performance Food Group Co. COM 71377A103 12,495 525,000 SH   SOLE   525,000 0 0
Phillips 66 COM 718546104 268 3,377 SH   SOLE 1 3,377 0 0
Physicians Realty Trust, REIT COM 71943U104 11,170 562,148 SH   SOLE   562,148 0 0
Pioneer Natural Resources Co. COM 723787107 19,788 106,256 SH   SOLE   106,256 0 0
Planet Fitness, Inc., Class A CL A 72703H101 6,937 360,000 SH   SOLE   360,000 0 0
PNC Financial Services Group, Inc. COM 693475105 421 3,500 SH   SOLE 1 3,500 0 0
Procter & Gamble Co., The COM 742718109 17,204 191,471 SH   DFND   191,471 0 0
Procter & Gamble Co., The COM 742718109 1,794 19,972 SH   DFND 1 19,972 0 0
Prologis, Inc., REIT COM 74340W103 2,750 53,000 SH   SOLE   53,000 0 0
Prudential Financial, Inc. COM 744320102 335 3,140 SH   SOLE 1 3,140 0 0
Qorvo, Inc. COM 74736k101 4,114 60,000 SH   SOLE   60,000 0 0
RenaissanceRe Holdings, Ltd. COM G7496G103 23,729 164,046 SH   SOLE   164,046 0 0
Robert Half International, Inc. COM 770323103 1,465 30,000 SH   SOLE   30,000 0 0
Ryman Hospitality Properties, Inc., REIT COM 78377t107 12,181 197,012 SH   SOLE   197,012 0 0
salesforce.com, Inc. COM 79466L302 2,433 29,500 SH   SOLE 1 29,500 0 0
Schlumberger, Ltd. COM 806857108 23,694 303,377 SH   SOLE   303,377 0 0
SemGroup Corp, Class A CL A 81663A105 25,162 698,948 SH   SOLE   698,948 0 0
Skyworks Solutions, Inc. COM 83088M102 1,715 17,500 SH   SOLE   17,500 0 0
Snap-on, Inc. COM 833034101 843 5,000 SH   SOLE   5,000 0 0
Stanley Black & Decker, Inc. COM 854502101 21,542 162,132 SH   SOLE   162,132 0 0
Syntel, Inc. COM 87162H103 5,895 350,296 SH   SOLE   350,296 0 0
Target Corp. COM 87612E106 215 3,900 SH   SOLE 1 3,900 0 0
TEGNA, Inc. COM 87901j105 333 13,000 SH   SOLE 1 13,000 0 0
Terreno Realty Corp., REIT COM 88146M101 10,955 391,246 SH   SOLE   391,246 0 0
Texas Instruments, Inc. COM 882508104 570 7,075 SH   SOLE 1 7,075 0 0
Thermo Fisher Scientific, Inc. COM 883556102 17,745 115,527 SH   SOLE   115,527 0 0
Thermon Group Holdings, Inc. COM 88362t103 13,363 641,232 SH   SOLE   641,232 0 0
TheStreet, Inc. COM 88368Q103 1,118 1,471,653 SH   SOLE   1,471,653 0 0
TJX Cos., Inc., The COM 872540109 371 4,687 SH   SOLE 1 4,687 0 0
Toll Brothers, Inc. COM 889478103 7,969 220,696 SH   SOLE   220,696 0 0
Travelers Cos., Inc., The COM 89417E109 253 2,096 SH   SOLE 1 2,096 0 0
U.S. Bancorp COM 902973304 11,038 214,330 SH   DFND   214,330 0 0
U.S. Bancorp COM 902973304 619 12,025 SH   DFND 1 12,025 0 0
Ulta Beauty, Inc. COM 90384S303 804 2,820 SH   SOLE 1 2,820 0 0
United Parcel Service, Inc., Class B CL B 911312106 23 212 SH   DFND   212 0 0
United Parcel Service, Inc., Class B CL B 911312106 524 4,883 SH   DFND 1 4,883 0 0
Unitil Corp. COM 913259107 17,248 383,023 SH   SOLE   383,023 0 0
US Foods Holding Corp. COM 912008109 28,755 1,027,700 SH   SOLE   1,027,700 0 0
Valero Energy Corp. COM 91913y100 8,618 130,000 SH   SOLE   130,000 0 0
Validus Holdiings, Ltd. SHS G9319H102 11,150 197,738 SH   SOLE   197,738 0 0
Verint Systems, Inc. COM 92343X100 18,218 420,000 SH   SOLE   420,000 0 0
Verizon Communications, Inc. COM 92343V104 1,392 28,563 SH   SOLE 1 28,563 0 0
Visa, Inc., Class A COM CL A 92826C839 20 227 SH   DFND   227 0 0
Visa, Inc., Class A COM CL A 92826C839 1,176 13,238 SH   DFND 1 13,238 0 0
Vulcan Materials Co. COM 929160109 2,410 20,000 SH   SOLE   20,000 0 0
Walgreens Boots Alliance, Inc. COM 931427108 540 6,500 SH   SOLE 1 6,500 0 0
Walt Disney Co., The COM DISNEY 254687106 10,129 89,331 SH   DFND   89,331 0 0
Walt Disney Co., The COM DISNEY 254687106 1,213 10,702 SH   DFND 1 10,702 0 0
Waste Management, Inc. COM 94106L109 22,585 309,727 SH   SOLE   309,727 0 0
WESCO International, Inc. COM 95082P105 14,397 207,008 SH   SOLE   207,008 0 0
Westell Technologies, Inc., Class A CL A 957541105 1,096 1,565,681 SH   SOLE   1,565,681 0 0
Weyerhaeuser Co., REIT COM 962166104 4,163 122,500 SH   DFND   122,500 0 0
Weyerhaeuser Co., REIT COM 962166104 1,299 38,239 SH   DFND 1 38,239 0 0
White Mountains Insurance Group, Ltd. COM G9618E107 18,316 20,817 SH   SOLE   20,817 0 0
Whole Foods Market, Inc. COM 966837106 12,219 411,151 SH   SOLE   411,151 0 0
Willis Towers Watson PLC SHS G96629103 1,963 15,000 SH   DFND   15,000 0 0
Willis Towers Watson PLC SHS G96629103 122 935 SH   DFND 1 935 0 0
Xerox Corp. COM 984121103 1,254 170,830 SH   SOLE 1 170,830 0 0
Yahoo!, Inc. COM 984332106 2,282 49,174 SH   SOLE 1 49,174 0 0
Yum! Brands, Inc. COM 988498101 4,380 68,544 SH   SOLE   68,544 0 0
Zoetis, Inc. CL A 98978V103 16,935 317,305 SH   SOLE   317,305 0 0
iShares Core S&P 500 ETF CORE S&P500 ETF 464287200 7,118 30,000 SH   DFND   30,000 0 0
iShares Core S&P 500 ETF CORE S&P500 ETF 464287200 1,607 6,773 SH   DFND 1 6,773 0 0
iShares MSCI EAFE ETF MSCI EAFE ETF 464287465 3,382 54,301 SH   DFND   54,301 0 0
iShares MSCI EAFE ETF MSCI EAFE ETF 464287465 980 15,728 SH   DFND 1 15,728 0 0
iShares Russell 2000 Value ETF RUS 2000 VAL ETF 464287630 9,453 80,000 SH   SOLE   80,000 0 0