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

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OMB Number:3235-0006
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
KINROSS GOLD CORPCOM NO PAR4969024048631,753SH DFND01,0231,753031,753
SIRIUS XM HLDGS INCCOM82968B10314623,173SH DFND01,0223,173023,173
CHEVRON CORP NEWCOM1667641002031,660SH DFND01,021,66001,660
FLOOR & DECOR HLDGS INCCL A3397501012046,775SH DFND01,026,77506,775
FIRST AMERN FINL CORPCOM31847R1022053,973SH DFND01,023,97303,973
WATERS CORPCOM9418481032191,124SH DFND01,021,12401,124
ARCHER DANIELS MIDLAND COCOM0394831022204,383SH DFND01,024,38304,383
SYNCHRONY FINLCOM87165B1032267,278SH DFND01,027,27807,278
ANTERO MIDSTREAM PARTNERS LPLP UNT LTD PARTN03673L1032277,913SH DFND01,027,91307,913
MARTIN MARIETTA MATLS INCCOM5732841062301,264SH DFND01,021,26401,264
COLUMBIA SPORTSWEAR COCOM1985161062312,479SH DFND01,022,47902,479
IRON MTN INC NEWCOM46284V1012336,737SH DFND01,026,73706,737
PRAXAIR INCCOM74005P1042371,472SH DFND01,021,47201,472
CHARLES RIV LABS INTL INCCOM1598641072411,789SH DFND01,021,78901,789
UDR INCCOM9026531042425,995SH DFND01,025,99505,995
CORNING INCCOM2193501052436,881SH DFND01,026,88106,881
BLACKSTONE GROUP L PCOM UNIT LTD09253U1082616,859SH DFND01,026,85906,859
HUBSPOT INCCOM4435731002641,748SH DFND01,021,74801,748
HUMANA INCCOM444859102266787SH DFND01,027870787
OSHKOSH CORPCOM6882392012673,750SH DFND01,023,75003,750
UNITED CONTL HLDGS INCCOM9100471092763,099SH DFND01,023,09903,099
ALCOA CORPCOM0138721062836,997SH DFND01,026,99706,997
BWX TECHNOLOGIES INCCOM05605H1002914,650SH DFND01,024,65004,650
UMPQUA HLDGS CORPCOM90421410329414,137SH DFND01,0214,137014,137
MCKESSON CORPCOM58155Q1032982,245SH DFND01,022,24502,245
IDEX CORPCOM45167R1043001,994SH DFND01,021,99401,994
LITTELFUSE INCCOM5370081043011,521SH DFND01,021,52101,521
CROWN HOLDINGS INCCOM2283681063567,411SH DFND01,027,41107,411
ROBERT HALF INTL INCCOM7703231033715,273SH DFND01,025,27305,273
ANNALY CAP MGMT INCCOM03571040937236,380SH DFND01,0236,380036,380
TELEFLEX INCCOM8793691063741,404SH DFND01,021,40401,404
CELANESE CORP DELCOM1508701033803,331SH DFND01,023,33103,331
ARCH CAP GROUP LTDORDG0450A10538312,856SH DFND01,0212,856012,856
ALLSTATE CORPCOM0200021013903,953SH DFND01,023,95303,953
INTUITCOM4612021033971,745SH DFND01,021,74501,745
AUTONATION INCCOM05329W1024029,666SH DFND01,029,66609,666
WEIGHT WATCHERS INTL INC NEWCOM9486261064065,642SH DFND01,025,64205,642
PHILLIPS 66 PARTNERS LPCOM UNIT REP INT7185492074118,041SH DFND01,028,04108,041
HELMERICH & PAYNE INCCOM4234521014236,147SH DFND01,026,14706,147
PARSLEY ENERGY INCCL A70187710242914,662SH DFND01,0214,662014,662
SONOCO PRODS COCOM8354951024337,810SH DFND01,027,81007,810
PROCTER AND GAMBLE COCOM7427181094375,250SH DFND01,025,25005,250
DCP MIDSTREAM LPCOM UT LTD PTN23311P10043811,060SH DFND01,0211,060011,060
INTL PAPER COCOM4601461034439,014SH DFND01,029,01409,014
PLAINS ALL AMERN PIPELINE LUNIT LTD PARTN72650310544517,793SH DFND01,0217,793017,793
PENSKE AUTOMOTIVE GRP INCCOM70959W1034469,414SH DFND01,029,41409,414
EASTMAN CHEM COCOM2774321004554,755SH DFND01,024,75504,755
ARRIS INTL INCSHSG0551A10348518,651SH DFND01,0218,651018,651
LAMAR ADVERTISING CO NEWCL A5128161094896,288SH DFND01,026,28806,288
KINDER MORGAN INC DELCOM49456B10149828,062SH DFND01,0228,062028,062
DOLLAR TREE INCCOM2567461085046,181SH DFND01,026,18106,181
LOUISIANA PAC CORPCOM54634710550919,222SH DFND01,0219,222019,222
EQUIFAX INCCOM2944291055163,950SH DFND01,023,95003,950
NUCOR CORPCOM6703461055218,206SH DFND01,028,20608,206
ADOBE SYS INCCOM00724F1015321,971SH DFND01,021,97101,971
EXELON CORPCOM30161N10154312,435SH DFND01,0212,435012,435
PROGRESSIVE CORP OHIOCOM7433151035507,736SH DFND01,027,73607,736
CACI INTL INCCL A1271903045512,992SH DFND01,022,99202,992
METLIFE INCCOM59156R10855411,850SH DFND01,0211,850011,850
VIACOM INC NEWCL B92553P20157417,014SH DFND01,0217,014017,014
LKQ CORPCOM50188920859118,672SH DFND01,0218,672018,672
OLD DOMINION FGHT LINES INCCOM6795801005943,685SH DFND01,023,68503,685
ATHENE HLDG LTDCL AG0684D10761111,818SH DFND01,0211,818011,818
WEBSTER FINL CORP CONNCOM94789010964710,978SH DFND01,0210,978010,978
HUNTSMAN CORPCOM44701110765524,060SH DFND01,0224,060024,060
FACTSET RESH SYS INCCOM3030751056572,937SH DFND01,022,93702,937
ENTERPRISE PRODS PARTNERS LCOM29379210766122,998SH DFND01,0222,998022,998
LIFE STORAGE INCCOM53223X1076626,952SH DFND01,026,95206,952
BANKUNITED INCCOM06652K10366418,759SH DFND01,0218,759018,759
ALLIANCE DATA SYSTEMS CORPCOM0185811086882,913SH DFND01,022,91302,913
NEW RELIC INCCOM64829B1007057,480SH DFND01,027,48007,480
WENDYS COCOM95058W10070841,323SH DFND01,0241,323041,323
WISDOMTREE INVTS INCCOM97717P10471284,001SH DFND01,0284,001084,001
CYRUSONE INCCOM23283R10071311,241SH DFND01,0211,241011,241
BOOZ ALLEN HAMILTON HLDG CORCL A09950210674615,031SH DFND01,0215,031015,031
AMERICAN FINL GROUP INC OHIOCOM0259321047466,725SH DFND01,026,72506,725
NEWFIELD EXPL COCOM65129010875126,042SH DFND01,0226,042026,042
BECTON DICKINSON & COCOM0758871097622,919SH DFND01,022,91902,919
WPX ENERGY INCCOM98212B10378038,743SH DFND01,0238,743038,743
MACERICH COCOM55438210178714,229SH DFND01,0214,229014,229
JABIL INCCOM46631310379029,159SH DFND01,0229,159029,159
MOLINA HEALTHCARE INCCOM60855R1007915,321SH DFND01,025,32105,321
ULTA BEAUTY INCCOM90384S3037942,813SH DFND01,022,81302,813
BRINKS COCOM10969610479811,435SH DFND01,0211,435011,435
PACKAGING CORP AMERCOM6951561098127,399SH DFND01,027,39907,399
MYLAN N VSHS EURON5946510981922,386SH DFND01,0222,386022,386
LENNAR CORPCL A52605710482117,581SH DFND01,0217,581017,581
L3 TECHNOLOGIES INCCOM5024131078554,023SH DFND01,024,02304,023
KAR AUCTION SVCS INCCOM48238T10985714,354SH DFND01,0214,354014,354
MOSAIC CO NEWCOM61945C10387126,830SH DFND01,0226,830026,830
JEFFERIES FINL GROUP INCCOM47233W10989340,653SH DFND01,0240,653040,653
BRISTOL MYERS SQUIBB COCOM11012210890314,547SH DFND01,0214,547014,547
PFIZER INCCOM71708110390920,626SH DFND01,0220,626020,626
AVERY DENNISON CORPCOM0536111099338,609SH DFND01,028,60908,609
PACCAR INCCOM69371810894013,789SH DFND01,0213,789013,789
VALERO ENERGY CORP NEWCOM91913Y1009508,354SH DFND01,028,35408,354
ARISTA NETWORKS INCCOM0404131069953,741SH DFND01,023,74103,741
NATIONAL OILWELL VARCO INCCOM63707110199623,126SH DFND01,0223,126023,126
DEVON ENERGY CORP NEWCOM25179M1031,02025,527SH DFND01,0225,527025,527
TEXAS ROADHOUSE INCCOM8826811091,02414,779SH DFND01,0214,779014,779
URBAN OUTFITTERS INCCOM9170471021,02825,133SH DFND01,0225,133025,133
KELLOGG COCOM4878361081,03614,789SH DFND01,0214,789014,789
CADENCE DESIGN SYSTEM INCCOM1273871081,05823,340SH DFND01,0223,340023,340
DIGITAL RLTY TR INCCOM2538681031,0629,445SH DFND01,029,44509,445
QUANTA SVCS INCCOM74762E1021,07432,176SH DFND01,0232,176032,176
COMMERCE BANCSHARES INCCOM2005251031,07416,269SH DFND01,0216,269016,269
BB&T CORPCOM0549371071,08722,403SH DFND01,0222,403022,403
CHUBB LIMITEDCOMH1467J1041,0888,141SH DFND01,028,14108,141
CVS HEALTH CORPCOM1266501001,11014,098SH DFND01,0214,098014,098
US BANCORP DELCOM NEW9029733041,12521,294SH DFND01,0221,294021,294
SCHWAB CHARLES CORP NEWCOM8085131051,13723,134SH DFND01,0223,134023,134
BERKSHIRE HATHAWAY INC DELCL B NEW0846707021,1455,347SH DFND01,025,34705,347
GRAPHIC PACKAGING HLDG COCOM3886891011,14781,884SH DFND01,0281,884081,884
MERCK & CO INCCOM58933Y1051,19916,898SH DFND01,0216,898016,898
ROYAL GOLD INCCOM7802871081,21415,752SH DFND01,0215,752015,752
NXP SEMICONDUCTORS N VCOMN6596X1091,22314,303SH DFND01,0214,303014,303
EVINE LIVE INCCL A3004871051,2281,067,912SH DFND01,021,067,91201,067,912
SBA COMMUNICATIONS CORP NEWCL A78410G1041,2307,655SH DFND01,027,65507,655
COLGATE PALMOLIVE COCOM1941621031,23018,367SH DFND01,0218,367018,367
CBRE GROUP INCCL A12504L1091,24128,139SH DFND01,0228,139028,139
EVERSOURCE ENERGYCOM30040W1081,25320,387SH DFND01,0220,387020,387
CENTERPOINT ENERGY INCCOM15189T1071,27546,095SH DFND01,0246,095046,095
ROPER TECHNOLOGIES INCCOM7766961061,3344,503SH DFND01,024,50304,503
PRA HEALTH SCIENCES INCCOM69354M1081,35012,256SH DFND01,0212,256012,256
EQUITY RESIDENTIALSH BEN INT29476L1071,37720,782SH DFND01,0220,782020,782
RED ROCK RESORTS INCCL A75700L1081,44154,082SH DFND01,0254,082054,082
ICU MED INCCOM44930G1071,4585,157SH DFND01,025,15705,157
SUN CMNTYS INCCOM8666741041,48714,641SH DFND01,0214,641014,641
SMUCKER J M COCOM NEW8326964051,50214,634SH DFND01,0214,634014,634
LOEWS CORPCOM5404241081,52030,252SH DFND01,0230,252030,252
ALLIANT ENERGY CORPCOM0188021081,58937,338SH DFND01,0237,338037,338
TRANSUNIONCOM89400J1071,62122,032SH DFND01,0222,032022,032
PALO ALTO NETWORKS INCCOM6974351051,6267,219SH DFND01,027,21907,219
DOMINION ENERGY INCCOM25746U1091,69324,092SH DFND01,0224,092024,092
OCCIDENTAL PETE CORP DELCOM6745991051,72420,983SH DFND01,0220,983020,983
SUNTRUST BKS INCCOM8679141031,73826,018SH DFND01,0226,018026,018
VERISIGN INCCOM92343E1021,79011,177SH DFND01,0211,177011,177
CITIGROUP INCCOM NEW1729674241,79425,000SH DFND01,0225,000025,000
AT&T INCCOM00206R1021,90656,760SH DFND01,0256,760056,760
CHIPOTLE MEXICAN GRILL INCCOM1696561051,9164,216SH DFND01,024,21604,216
MONOLITHIC PWR SYS INCCOM6098391051,95915,609SH DFND01,0215,609015,609
WEYERHAEUSER COCOM9621661041,97661,245SH DFND01,0261,245061,245
DTE ENERGY COCOM2333311071,98118,157SH DFND01,0218,157018,157
NORFOLK SOUTHERN CORPCOM6558441082,09711,616SH DFND01,0211,616011,616
MASTERCARD INCORPORATEDCL A57636Q1042,1259,545SH DFND01,029,54509,545
COMERICA INCCOM2003401072,23324,756SH DFND01,0224,756024,756
XCEL ENERGY INCCOM98389B1002,29148,524SH DFND01,0248,524048,524
EQUINIX INCCOM PAR $0.00129444U7002,3015,316SH DFND01,025,31605,316
PUBLIC SVC ENTERPRISE GROUPCOM7445731062,34344,386SH DFND01,0244,386044,386
HASBRO INCCOM4180561072,39422,770SH DFND01,0222,770022,770
CONOCOPHILLIPSCOM20825C1042,47531,981SH DFND01,0231,981031,981
QUALCOMM INCCOM7475251032,48534,500SH DFND01,0234,500034,500
V F CORPCOM9182041082,53827,161SH DFND01,0227,161027,161
TECHNIPFMC PLCCOMG871101052,58482,699SH DFND01,0282,699082,699
SHERWIN WILLIAMS COCOM8243481062,8246,204SH DFND01,026,20406,204
FORTUNE BRANDS HOME & SEC INCOM34964C1063,03357,926SH DFND01,0257,926057,926
E TRADE FINANCIAL CORPCOM NEW2692464013,08258,824SH DFND01,0258,824058,824
COCA COLA EUROPEAN PARTNERSSHSG258391043,21270,648SH DFND01,0270,648070,648
COMCAST CORP NEWCL A20030N1013,44297,215SH DFND01,0297,215097,215
NIKE INCCL B6541061033,65243,104SH DFND01,0243,104043,104
EBAY INCCOM2786421033,804115,203SH DFND01,02115,2030115,203
GOLDMAN SACHS GROUP INCCOM38141G1044,03618,000SH DFND01,0218,000018,000
CBOE GLOBAL MARKETS INCCOM12503M1084,14943,235SH DFND01,0243,235043,235
EATON CORP PLCSHSG291831034,35550,215SH DFND01,0250,215050,215
COPART INCCOM2172041064,42485,859SH DFND01,0285,859085,859
PIONEER NAT RES COCOM7237871074,47825,705SH DFND01,0225,705025,705
CINTAS CORPCOM1729081054,77724,148SH DFND01,0224,148024,148
INTERCONTINENTAL EXCHANGE INCOM45866F1044,91765,658SH DFND01,0265,658065,658
AMGEN INCCOM0311621005,08824,547SH DFND01,0224,547024,547
DARDEN RESTAURANTS INCCOM2371941055,35848,191SH DFND01,0248,191048,191
AMEREN CORPCOM0236081025,50187,007SH DFND01,0287,007087,007
S&P GLOBAL INCCOM78409V1045,92330,313SH DFND01,0230,313030,313
ALTRIA GROUP INCCOM02209S1035,93698,428SH DFND01,0298,428098,428
MICROSOFT CORPCOM5949181046,11953,503SH DFND01,0253,503053,503
NEXTERA ENERGY INCCOM65339F1016,98841,696SH DFND01,0241,696041,696
FORTIVE CORPCOM34959J1087,24085,991SH DFND01,0285,991085,991
BAXTER INTL INCCOM0718131098,085104,881SH DFND01,02104,8810104,881
JOHNSON & JOHNSONCOM4781601049,12466,038SH DFND01,0266,038066,038
PAYPAL HLDGS INCCOM70450Y1039,249105,289SH DFND01,02105,2890105,289
JPMORGAN CHASE & COCOM46625H10011,458101,538SH DFND01,02101,5380101,538