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
Abbott Laboratories COM 002824100 2,467 46,224 SH   SOLE 1 46,224 0 0
AbbVie, Inc. COM 00287Y109 10,663 120,000 SH   SOLE   120,000 0 0
Accenture PLC, Class A SHS CLASS A G1151C101 706 5,230 SH   SOLE 1 5,230 0 0
Aetna, Inc. COM 00817Y108 2,237 14,071 SH   SOLE 1 14,071 0 0
Alcoa Corp. COM 013872106 1,165 24,999 SH   SOLE   24,999 0 0
Alleghany Corp. COM 017175100 4,155 7,500 SH   SOLE   7,500 0 0
Allstate Corp., The COM 020002101 289 3,141 SH   SOLE 1 3,141 0 0
Alphabet, Inc., Class A CAP STK CL A 02079K305 19,020 19,533 SH   DFND   19,533 0 0
Alphabet, Inc., Class A CAP STK CL A 02079K305 2,461 2,527 SH   DFND 1 2,527 0 0
Alphabet, Inc., Class C CAP STK CL C 02079K107 18,775 19,575 SH   DFND   19,575 0 0
Alphabet, Inc., Class C CAP STK CL C 02079K107 2,527 2,635 SH   DFND 1 2,635 0 0
Amazon.com, Inc. COM 023135106 30,801 32,039 SH   SOLE   32,039 0 0
Amdocs, Ltd. SHS G02602103 2,894 45,000 SH   SOLE   45,000 0 0
American Electric Power Co., Inc. COM 025537101 291 4,147 SH   SOLE 1 4,147 0 0
American Tower Corp., REIT COM 03027X100 15,653 114,525 SH   SOLE   114,525 0 0
American Water Works Co., Inc. COM 030420103 2,225 27,496 SH   SOLE 1 27,496 0 0
Antero Resources Corp. COM 03674X106 35,681 1,793,006 SH   SOLE   1,793,006 0 0
Aon PLC SHS CL A G0408V102 327 2,240 SH   SOLE 1 2,240 0 0
Apple, Inc. COM 037833100 42,749 277,375 SH   SOLE   277,375 0 0
Apptio, Inc., Class A CL A 03835c108 12,751 690,370 SH   SOLE   690,370 0 0
Aramark COM 03852U106 3,046 75,000 SH   SOLE   75,000 0 0
ARRIS International PLC SHS G0551A103 8,638 303,196 SH   SOLE   303,196 0 0
Aspen Insurance Holdings, Ltd. SHS G05384105 14,219 351,964 SH   SOLE   351,964 0 0
AT&T, Inc. COM 00206R102 14,269 364,296 SH   DFND   364,296 0 0
AT&T, Inc. COM 00206R102 2,009 51,283 SH   DFND 1 51,283 0 0
Bank of America Corp. COM 060505104 18,752 740,000 SH   DFND   740,000 0 0
Bank of America Corp. COM 060505104 2,122 83,740 SH   DFND 1 83,740 0 0
Beacon Roofing Supply, Inc. COM 073685109 21,336 416,305 SH   SOLE   416,305 0 0
Becton Dickinson & Co. COM 075887109 377 1,926 SH   SOLE 1 1,926 0 0
Beneficial Bancorp, Inc. COM 08171T102 15,770 950,000 SH   SOLE   950,000 0 0
Berkshire Hathaway, Inc., Class B CL B 084670702 28,238 154,036 SH   SOLE   154,036 0 0
Best Buy Co., Inc. COM 086516101 224 3,931 SH   SOLE 1 3,931 0 0
Biogen, Inc. COM 09062X103 26,746 85,418 SH   DFND   85,418 0 0
Biogen, Inc. COM 09062X103 572 1,828 SH   DFND 1 1,828 0 0
Blue Buffalo Pet Products, Inc. COM 09531U102 11,340 400,000 SH   SOLE   400,000 0 0
Bristol-Myers Squibb Co. COM 110122108 892 13,996 SH   SOLE 1 13,996 0 0
Brookdale Senior Living, Inc. COM 112463104 12,204 1,151,286 SH   SOLE   1,151,286 0 0
Callidus Software, Inc. COM 13123E500 12,695 515,000 SH   SOLE   515,000 0 0
Capitol Federal Financial, Inc. COM 14057j101 30,201 2,054,469 SH   SOLE   2,054,469 0 0
Carter's, Inc. COM 146229109 26,986 273,271 SH   SOLE   273,271 0 0
CatchMark Timber Trust, Inc, Class A, REIT CL A 14912Y202 12,275 973,442 SH   SOLE   973,442 0 0
Celanese Corp., Class A COM SER A 150870103 3,858 37,000 SH   DFND   37,000 0 0
Celanese Corp., Class A COM SER A 150870103 125 1,200 SH   DFND 1 1,200 0 0
Celgene Corp. COM 151020104 19,552 134,085 SH   SOLE   134,085 0 0
Charles Schwab Corp., The COM 808513105 10,844 247,927 SH   SOLE   247,927 0 0
Charter Financial Corp. COM 16122W108 7,449 401,997 SH   SOLE   401,997 0 0
Check Point Software Technologies, Ltd. ORD m22465104 1,938 17,000 SH   SOLE   17,000 0 0
Cigna Corp. COM 125509109 419 2,240 SH   SOLE 1 2,240 0 0
Cisco Systems, Inc. COM 17275R102 29,755 884,784 SH   DFND   884,784 0 0
Cisco Systems, Inc. COM 17275R102 1,407 41,825 SH   DFND 1 41,825 0 0
Citizens Financial Group, Inc. COM 174610105 2,651 70,000 SH   DFND   70,000 0 0
Citizens Financial Group, Inc. COM 174610105 163 4,300 SH   DFND 1 4,300 0 0
Citrix Systems, Inc. COM 177376100 3,073 40,000 SH   SOLE   40,000 0 0
Coca-Cola Co., The COM 191216100 1,536 34,135 SH   SOLE 1 34,135 0 0
Colgate-Palmolive Co. COM 194162103 512 7,032 SH   SOLE 1 7,032 0 0
Comfort Systems USA, Inc. COM 199908104 9,751 273,146 SH   SOLE   273,146 0 0
Conagra Brands, Inc. COM 205887102 1,350 40,000 SH   SOLE   40,000 0 0
Concho Resources, Inc. COM 20605P101 3,617 27,459 SH   SOLE   27,459 0 0
ConocoPhillips COM 20825C104 8,008 160,000 SH   DFND   160,000 0 0
ConocoPhillips COM 20825C104 520 10,397 SH   DFND 1 10,397 0 0
Consolidated Edison, Inc. COM 209115104 210 2,599 SH   SOLE 1 2,599 0 0
Crown Castle International Corp., REIT COM 22822V101 18,121 181,248 SH   SOLE   181,248 0 0
Cummins, Inc. COM 231021106 292 1,735 SH   SOLE 1 1,735 0 0
CVS Health Corp. COM 126650100 697 8,567 SH   SOLE 1 8,567 0 0
Deere & Co. COM 244199105 289 2,300 SH   SOLE 1 2,300 0 0
Discover Financial Services COM 254709108 214 3,317 SH   SOLE 1 3,317 0 0
Dollar General Corp. COM 256677105 2,042 25,198 SH   SOLE 1 25,198 0 0
Dominion Energy, Inc. COM 25746U109 404 5,248 SH   SOLE 1 5,248 0 0
Duke Energy Corp. COM 26441C204 495 5,903 SH   SOLE 1 5,903 0 0
Ecolab, Inc. COM 278865100 10,368 80,612 SH   DFND   80,612 0 0
Ecolab, Inc. COM 278865100 290 2,251 SH   DFND 1 2,251 0 0
Edison International COM 281020107 211 2,735 SH   SOLE 1 2,735 0 0
Eli Lilly & Co. COM 532457108 710 8,295 SH   SOLE 1 8,295 0 0
EMCOR Group, Inc. COM 29084Q100 12,586 181,400 SH   SOLE   181,400 0 0
EOG Resources, Inc. COM 26875P101 17,050 176,248 SH   SOLE   176,248 0 0
Estee Lauder Cos, Inc., The, Class A CL A 518439104 20,528 190,355 SH   DFND   190,355 0 0
Estee Lauder Cos, Inc., The, Class A CL A 518439104 1,819 16,867 SH   DFND 1 16,867 0 0
ExlService Holdings, Inc. COM 302081104 8,754 150,103 SH   SOLE   150,103 0 0
Expeditors Intl. of Washington, Inc. COM 302130109 1,411 23,575 SH   SOLE   23,575 0 0
Facebook, Inc., Class A CL A 30303M102 3,359 19,660 SH   SOLE 1 19,660 0 0
First Republic Bank COM 33616C100 11,013 105,429 SH   DFND   105,429 0 0
First Republic Bank COM 33616C100 145 1,386 SH   DFND 1 1,386 0 0
Forest City Realty Trust, Inc, ClassA REIT CL A 345605109 2,889 113,253 SH   SOLE   113,253 0 0
General Mills, Inc. COM 370334104 1,175 22,709 SH   SOLE 1 22,709 0 0
Genpact, Ltd. SHS G3922B107 2,217 77,110 SH   SOLE   77,110 0 0
Gilead Sciences, Inc. COM 375558103 14,677 181,151 SH   SOLE   181,151 0 0
Hain Celestial Group, Inc. COM 405217100 7,658 186,092 SH   SOLE   186,092 0 0
Hartford Financial Services Group COM 416515104 681 12,281 SH   SOLE 1 12,281 0 0
Home Depot, Inc., The COM 437076102 1,679 10,266 SH   SOLE 1 10,266 0 0
HomeTrust Bancshares, Inc. COM 437872104 22,648 882,945 SH   SOLE   882,945 0 0
HP, Inc. COM 40434L105 282 14,129 SH   SOLE 1 14,129 0 0
IBM COM 459200101 1,094 7,542 SH   SOLE 1 7,542 0 0
ICON PLC SHS G4705A100 18,965 166,531 SH   SOLE   166,531 0 0
Ingersoll-Rand PLC SHS G47791101 23,719 266,003 SH   DFND   266,003 0 0
Ingersoll-Rand PLC SHS G47791101 196 2,200 SH   DFND 1 2,200 0 0
Ingredion, Inc. COM 457187102 393 3,259 SH   SOLE 1 3,259 0 0
Intuit, Inc. COM 461202103 294 2,070 SH   SOLE 1 2,070 0 0
Investors Bancorp, Inc. COM 46146L101 33,462 2,453,239 SH   SOLE   2,453,239 0 0
ION Geophysical Corp. COM 462044207 133 14,000 SH   SOLE   14,000 0 0
Jamba, Inc. COM 47023A309 5,616 650,000 SH   SOLE   650,000 0 0
Johnson & Johnson COM 478160104 18,357 141,200 SH   DFND   141,200 0 0
Johnson & Johnson COM 478160104 2,957 22,743 SH   DFND 1 22,743 0 0
Johnson Controls International PLC SHS G51502105 8,575 212,836 SH   SOLE   212,836 0 0
Jones Lang LaSalle, Inc. COM 48020Q107 2,902 23,500 SH   DFND   23,500 0 0
Jones Lang LaSalle, Inc. COM 48020Q107 54 435 SH   DFND 1 435 0 0
JPMorgan Chase & Co. COM 46625H100 17,862 187,018 SH   SOLE   187,018 0 0
Kaiser Aluminum Corp. COM PAR $0.01 483007704 18,651 180,833 SH   SOLE   180,833 0 0
Kearny Financial Corp/MD COM 48716p108 13,896 905,274 SH   SOLE   905,274 0 0
Kellogg Co. COM 487836108 1,290 20,681 SH   SOLE 1 20,681 0 0
KeyCorp. COM 493267108 2,710 143,984 SH   SOLE 1 143,984 0 0
Kimberly-Clark Corp. COM 494368103 351 2,984 SH   SOLE 1 2,984 0 0
KLX, Inc. COM 482539103 14,026 265,000 SH   SOLE   265,000 0 0
Korn/Ferry International COM 500643200 15,017 380,847 SH   SOLE   380,847 0 0
Lamb Weston Holdings, Inc. COM 513272104 2,501 53,333 SH   SOLE   53,333 0 0
Legg Mason, Inc. COM 524901105 22,746 578,630 SH   SOLE   578,630 0 0
Ligand Pharmaceuticals, Inc. COM 53220K504 24,839 182,440 SH   SOLE   182,440 0 0
Macy's, Inc. COM 55616P104 757 34,700 SH   SOLE 1 34,700 0 0
Marriott International, Inc., Class A CL A 571903202 1,831 16,604 SH   SOLE 1 16,604 0 0
Masco Corp. COM 574599106 1,584 40,597 SH   SOLE   40,597 0 0
Masonite International Corp. COM 575385109 8,230 118,924 SH   SOLE   118,924 0 0
MasTec, Inc. COM 576323109 1,748 37,674 SH   SOLE   37,674 0 0
MasterCard, Inc., Class A CL A 57636Q104 1,130 8,003 SH   SOLE 1 8,003 0 0
McKesson Corp. COM 58155q103 286 1,862 SH   SOLE 1 1,862 0 0
Medtronic PLC SHS G5960L103 897 11,532 SH   SOLE 1 11,532 0 0
Merck & Co., Inc. COM 58933Y105 21,373 333,794 SH   SOLE   333,794 0 0
Meridian Bancorp, Inc. COM 58958U103 16,123 864,516 SH   SOLE   864,516 0 0
MetLife, Inc. COM 59156R108 408 7,847 SH   SOLE 1 7,847 0 0
Michael Kors Holdings, Ltd. SHS G60754101 553 11,550 SH   SOLE 1 11,550 0 0
Microsoft Corp. COM 594918104 40,847 548,357 SH   DFND   548,357 0 0
Microsoft Corp. COM 594918104 4,565 61,282 SH   DFND 1 61,282 0 0
Mohawk Industries, Inc. COM 608190104 14,827 59,903 SH   SOLE   59,903 0 0
Mondelez International, Inc., Class A CL A 609207105 519 12,759 SH   SOLE 1 12,759 0 0
Moody's Corp. COM 615369105 211 1,515 SH   SOLE 1 1,515 0 0
MRC Global, Inc. COM 55345K103 18,263 1,044,200 SH   SOLE   1,044,200 0 0
MSCI, Inc. COM 55354G100 405 3,466 SH   SOLE 1 3,466 0 0
Natus Medical, Inc. COM 639050103 28,302 754,722 SH   SOLE   754,722 0 0
Netflix, Inc. COM 64110L106 653 3,601 SH   SOLE 1 3,601 0 0
Newell Brands, Inc. COM 651229106 16,360 383,403 SH   SOLE   383,403 0 0
Newmont Mining Corp. COM 651639106 6,002 160,000 SH   DFND   160,000 0 0
Newmont Mining Corp. COM 651639106 681 18,149 SH   DFND 1 18,149 0 0
NIKE, Inc., Class B CL B 654106103 2,205 42,523 SH   SOLE 1 42,523 0 0
Occidental Petroleum Corp. COM 674599105 411 6,400 SH   SOLE 1 6,400 0 0
ONE Gas, Inc. COM 68235P108 5,475 74,344 SH   SOLE   74,344 0 0
ORBCOMM, Inc. COM 68555P100 8,022 766,213 SH   SOLE   766,213 0 0
Parsley Energy, Inc., Class A CL A 701877102 7,773 295,099 SH   SOLE   295,099 0 0
Patterson Cos., Inc. COM 703395103 487 12,601 SH   SOLE 1 12,601 0 0
PepsiCo, Inc. COM 713448108 21,455 192,545 SH   DFND   192,545 0 0
PepsiCo, Inc. COM 713448108 1,447 12,986 SH   DFND 1 12,986 0 0
Performance Food Group Co. COM 71377A103 16,677 590,319 SH   SOLE   590,319 0 0
Phillips 66 COM 718546104 337 3,677 SH   SOLE 1 3,677 0 0
Physicians Realty Trust, REIT COM 71943U104 14,672 827,496 SH   SOLE   827,496 0 0
Pioneer Natural Resources Co. COM 723787107 14,550 98,614 SH   SOLE   98,614 0 0
Planet Fitness, Inc., Class A CL A 72703H101 9,713 360,000 SH   SOLE   360,000 0 0
PNC Financial Services Group, Inc. COM 693475105 553 4,100 SH   SOLE 1 4,100 0 0
Power Integration, Inc COM 739276103 10,698 146,151 SH   SOLE   146,151 0 0
Principal Financial Group, Inc. COM 74251V102 2,868 44,572 SH   SOLE 1 44,572 0 0
Procter & Gamble Co., The COM 742718109 7,379 81,103 SH   DFND   81,103 0 0
Procter & Gamble Co., The COM 742718109 3,073 33,772 SH   DFND 1 33,772 0 0
Progressive Corp., The COM 743315103 237 4,900 SH   SOLE 1 4,900 0 0
Prologis, Inc., REIT COM 74340W103 14,786 233,000 SH   SOLE   233,000 0 0
Prudential Financial, Inc. COM 744320102 387 3,640 SH   SOLE 1 3,640 0 0
Qorvo, Inc. COM 74736k101 1,414 20,000 SH   SOLE   20,000 0 0
Quintiles IMS Holdings, Inc. COM 74876Y101 3,327 35,000 SH   SOLE   35,000 0 0
Regions Financial Corp. COM 7591EP100 154 10,094 SH   SOLE 1 10,094 0 0
RenaissanceRe Holdings, Ltd. COM G7496G103 16,411 121,438 SH   SOLE   121,438 0 0
Robert Half International, Inc. COM 770323103 1,510 30,000 SH   SOLE   30,000 0 0
Ryman Hospitality Properties, Inc., REIT COM 78377t107 12,311 197,012 SH   SOLE   197,012 0 0
salesforce.com, Inc. COM 79466L302 2,756 29,500 SH   SOLE 1 29,500 0 0
Schlumberger, Ltd. COM 806857108 7,560 108,377 SH   SOLE   108,377 0 0
Scotts Miracle-Gro Co/The CL A 810186106 973 10,000 SH   SOLE   10,000 0 0
SemGroup Corp, Class A CL A 81663A105 21,695 754,597 SH   SOLE   754,597 0 0
Sempra Energy COM 816851109 229 2,003 SH   SOLE 1 2,003 0 0
Sinclair Broadcast Group, Inc. CL A 829226109 19,199 599,022 SH   SOLE   599,022 0 0
Skyworks Solutions, Inc. COM 83088M102 1,274 12,500 SH   SOLE   12,500 0 0
Snap-on, Inc. COM 833034101 1,490 10,000 SH   SOLE   10,000 0 0
SS&C Technologies Holdings, Inc. COM 78467J100 18,812 468,549 SH   SOLE   468,549 0 0
Stanley Black & Decker, Inc. COM 854502101 24,436 161,863 SH   SOLE   161,863 0 0
Target Corp. COM 87612E106 614 10,400 SH   SOLE 1 10,400 0 0
Terreno Realty Corp., REIT COM 88146M101 9,379 259,230 SH   SOLE   259,230 0 0
Texas Instruments, Inc. COM 882508104 3,207 35,775 SH   SOLE 1 35,775 0 0
Thermo Fisher Scientific, Inc. COM 883556102 21,858 115,527 SH   SOLE   115,527 0 0
Thermon Group Holdings, Inc. COM 88362t103 5,527 307,230 SH   SOLE   307,230 0 0
TheStreet, Inc. COM 88368Q103 1,589 1,471,653 SH   SOLE   1,471,653 0 0
TJX Cos., Inc., The COM 872540109 405 5,487 SH   SOLE 1 5,487 0 0
Toll Brothers, Inc. COM 889478103 13,147 317,016 SH   SOLE   317,016 0 0
Travelers Cos., Inc., The COM 89417E109 294 2,396 SH   SOLE 1 2,396 0 0
U.S. Bancorp COM 902973304 11,465 213,939 SH   DFND   213,939 0 0
U.S. Bancorp COM 902973304 762 14,225 SH   DFND 1 14,225 0 0
Ulta Beauty, Inc. COM 90384S303 637 2,820 SH   SOLE 1 2,820 0 0
United Parcel Service, Inc., Class B CL B 911312106 694 5,783 SH   SOLE 1 5,783 0 0
Unitil Corp. COM 913259107 19,595 396,177 SH   SOLE   396,177 0 0
US Foods Holding Corp. COM 912008109 2,652 99,332 SH   SOLE   99,332 0 0
Valero Energy Corp. COM 91913y100 10,001 130,000 SH   SOLE   130,000 0 0
Validus Holdings, Ltd. COM SHS G9319H102 6,380 129,652 SH   SOLE   129,652 0 0
Valvoline, Inc. COM 92047w101 13,661 582,564 SH   SOLE   582,564 0 0
Verint Systems, Inc. COM 92343X100 17,577 420,000 SH   SOLE   420,000 0 0
Verizon Communications, Inc. COM 92343V104 1,686 34,063 SH   SOLE 1 34,063 0 0
Versum Materials, Inc. COM 92532w103 1,359 35,000 SH   SOLE   35,000 0 0
Vertex Pharmaceuticals, Inc. COM 92532F100 329 2,166 SH   SOLE 1 2,166 0 0
Visa, Inc., Class A COM CL A 92826C839 1,635 15,538 SH   SOLE 1 15,538 0 0
Vulcan Materials Co. COM 929160109 11,362 95,000 SH   SOLE   95,000 0 0
Walgreens Boots Alliance, Inc. COM 931427108 595 7,700 SH   SOLE 1 7,700 0 0
Walt Disney Co., The COM DISNEY 254687106 18,652 189,230 SH   DFND   189,230 0 0
Walt Disney Co., The COM DISNEY 254687106 1,301 13,202 SH   DFND 1 13,202 0 0
Waste Management, Inc. COM 94106L109 23,851 304,727 SH   SOLE   304,727 0 0
Web.com Group, Inc. COM 94733a104 9,522 380,872 SH   SOLE   380,872 0 0
WESCO International, Inc. COM 95082P105 12,058 207,008 SH   SOLE   207,008 0 0
Westell Technologies, Inc., Class A CL A 957541204 1,038 349,472 SH   SOLE   349,472 0 0
Weyerhaeuser Co., REIT COM 962166104 4,849 142,500 SH   DFND   142,500 0 0
Weyerhaeuser Co., REIT COM 962166104 1,301 38,239 SH   DFND 1 38,239 0 0
White Mountains Insurance Group, Ltd. COM G9618E107 29,677 34,629 SH   SOLE   34,629 0 0
Williams Cos., Inc., The COM 969457100 207 6,900 SH   SOLE 1 6,900 0 0
Xerox Corp. COM 984121608 1,422 42,707 SH   SOLE 1 42,707 0 0
Yum! Brands, Inc. COM 988498101 3,868 52,544 SH   SOLE   52,544 0 0
Zoetis, Inc. CL A 98978V103 20,196 316,754 SH   SOLE   316,754 0 0
iShares MSCI EAFE ETF MSCI EAFE ETF 464287465 8,071 117,860 SH   SOLE   117,860 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462f103 352 1,400 SH   SOLE 1 1,400 0 0
Vanguard FTSE Developed Market FTSE DEV MKT ETF 921943858 1,489 34,300 SH   DFND   34,300 0 0
Vanguard FTSE Developed Market FTSE DEV MKT ETF 921943858 217 4,990 SH   DFND 1 4,990 0 0