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
Expires:Oct 31, 2018
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hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Alpha and Omega SemiconductorCOMG6331P1042357,176SH SOLE 7,17600
Compugen Ltd.COMM2572210516719,460SH SOLE 19,3600100
Endava Ltd.COM29260V1052272,680SH SOLE 2,68000
FabrinetCOMG3323L1002552,825SH SOLE 2,82500
JFROG Ltd.COMM6191J1002315,200SH SOLE 5,20000
Kulicke & Soffa IndustriesCOM5012421012535,150SH SOLE 5,15000
Mercer International Inc.COM58805610126018,070SH SOLE 18,07000
Mimecast LimitedCOMG148381092355,840SH SOLE 5,84000
Nova Measuring Instrmts.COMM7516K1033323,650SH SOLE 3,65000
SiriusPoint LTDCOMG8192H10618017,705SH SOLE 17,70500
Textainer Group Hldgs Ltd.COMG8766E10936212,630SH SOLE 12,63000
1-800-Flowers.com cl ACOM68243Q1062358,500SH SOLE 8,50000
8x8 Inc.COM2829141002507,720SH SOLE 7,72000
AT&T Inc.COM00206R10264321,230SH SOLE 21,0300200
AbbVie Inc.COM00287Y1092,51823,267SH SOLE 23,1500117
Accenture PlcCOMG1151C1017242,620SH SOLE 2,62000
Adtran Inc.COM00738A10631018,576SH SOLE 18,57600
Advanced Energy IndustriesCOM0079731002272,075SH SOLE 2,07500
AeroVironment, Inc.COM0080731082121,825SH SOLE 1,82500
Agilysys, Inc.COM00847J1052926,081SH SOLE 6,08100
Agraflora Organics Int Inc.COM00851F106120,000SH SOLE 20,00000
Alamo Group Inc.COM0113111072761,770SH SOLE 1,77000
Alarm.com Holdings, Inc.COM0116421053373,900SH SOLE 3,90000
Allegiance Bancshares, Inc.COM01748H1072165,325SH SOLE 5,32500
Alliance Resource PartnerCOM01877R10827647,603SH SOLE 47,60300
Alphabet Inc. Class ACOM02079K30588,73643,023SH SOLE 42,8970126
Alphabet Inc. Class CCOM02079K107838405SH SOLE 381024
Altair Engineering Inc. Cl ACOM0213691032033,245SH SOLE 3,24500
American Express Co.COM02581610963,594449,615SH SOLE 448,59401,021
AmerisourceBergen CorpCOM03073E10549,548419,651SH SOLE 418,61201,039
Andersons Inc.COM0341641032037,400SH SOLE 7,40000
Antero Resources CorporationCOM03674X10628227,600SH SOLE 27,60000
Apple Inc.COM03783310059,332485,733SH SOLE 484,50401,229
ArcBest CorporationCOM03937C1052894,101SH SOLE 4,10100
At Home Group Inc.COM04650Y1002328,098SH SOLE 8,09800
Atlas Air WorldwideCOM0491642052934,850SH SOLE 4,85000
AutoZone Inc.COM05333210249,78035,448SH SOLE 35,365083
Avid Bioservices, Inc.COM05368M10635219,290SH SOLE 19,29000
Avnet IncCOM0538071032716,517SH SOLE 6,51700
Axcelis Technologies IncCOM0545402082606,335SH SOLE 6,33500
Beazer Homes USACOM07556Q88124911,890SH SOLE 11,89000
Benchmark Electronics, Inc.COM08160H1012126,850SH SOLE 6,85000
Boeing CompanyCOM097023105204800SH SOLE 80000
Booking Holdings Inc.COM09857L10847,14420,235SH SOLE 20,181054
Boot Barn Holdings, IncCOM0994061003816,109SH SOLE 6,10900
BorgWarner Inc.COM0997241064179,000SH SOLE 9,00000
Box Inc.COM10316T1042279,875SH SOLE 9,87500
Brandywine Realty TrustCOM10536820313510,450SH SOLE 10,45000
Brightcove Inc.COM10921T10122411,140SH SOLE 11,14000
Bristol-Myers Squibb Co.COM11012210847,964759,772SH SOLE 757,96801,804
Broadcom LimitedCOM11135F10192,430199,349SH SOLE 198,8630486
Buckle Inc.COM1184401062426,150SH SOLE 6,15000
CAI International, Inc.COM12477X1063156,930SH SOLE 6,93000
CBRE Group, Inc.COM12504L10949,317623,398SH SOLE 621,77801,620
CBTX, Inc.COM12481V1042768,996SH SOLE 8,99600
CEVA IncCOM1572101052374,222SH SOLE 4,22200
CONSTRUCTION PARTNERS, INCCOM21044C1072538,460SH SOLE 8,46000
CSW Industrials, Inc.COM1264021062772,050SH SOLE 2,05000
CTS CorpCOM1265011052146,895SH SOLE 6,89500
Calix, Inc.COM13100M50939011,250SH SOLE 11,25000
Capital One Financial Corp.COM14040H10542,717335,750SH SOLE 334,8810869
Cardinal Health Inc.COM14149Y1082,10034,570SH SOLE 34,2250345
Chevron CorpCOM16676410054,409519,224SH SOLE 517,89901,325
Chubb LimitedCOMH1467J10467,395426,631SH SOLE 425,60601,025
Cirrus Logic Inc.COM1727551002753,240SH SOLE 3,24000
Cisco Systems Inc.COM17275R10268,5791,326,222SH SOLE 1,323,15503,067
Citigroup Inc.COM17296742473,1061,004,898SH SOLE 1,002,50602,392
Cleanspark, Inc.COM18452B20926911,300SH SOLE 11,30000
Clearwater Paper CorpCOM18538R1032667,060SH SOLE 7,06000
Columbia Banking SystemCOM1972361022455,680SH SOLE 5,68000
ConocoPhillipsCOM20825C1042,02138,150SH SOLE 37,8000350
Covanta Holding CorporationCOM22282E10225718,530SH SOLE 18,53000
Crocs, Inc.COM2270461094535,625SH SOLE 5,62500
Cummins Inc.COM2310211062,1938,463SH SOLE 8,412051
DMC Global Inc.COM23291C1032254,141SH SOLE 4,14100
Diodes Inc.COM2545431013734,675SH SOLE 4,67500
Domtar Corp.COM2575592032065,575SH SOLE 5,57500
Eagle Bancorp IncCOM2689481062254,225SH SOLE 4,22500
Eaton Corporation, plcCOMG291831031,3029,415SH SOLE 9,41500
EchoStar Corp.COM2787681062349,730SH SOLE 9,73000
Eli Lilly & Co.COM5324571081,94210,395SH SOLE 10,39500
Encore Wire CorporationCOM2925621052623,900SH SOLE 3,90000
Ensign Group, Inc. (The)COM29358P1013173,375SH SOLE 3,37500
Ethan Allen Interiors, Inc.COM2976021042579,308SH SOLE 9,30800
Exelon CorpCOM30161N1013056,968SH SOLE 6,96800
ExlService Holdings, Inc.COM3020811042042,266SH SOLE 2,26600
Extreme Networks Inc.COM30226D10623426,690SH SOLE 26,69000
Facebook, Inc. cl ACOM30303M10252,370177,808SH SOLE 177,3780430
FedEx CorpCOM31428X10656,574199,177SH SOLE 198,6780499
Federal Signal Corp.COM3138551082245,850SH SOLE 5,85000
Fifth Third BancorpCOM3167731001,88650,368SH SOLE 49,8130555
FireEye, Inc.COM31816Q10119910,150SH SOLE 10,15000
First Midwest BancorpCOM32086710426111,920SH SOLE 11,92000
Ford Motor CompanyCOM34537086067855,355SH SOLE 55,35500
FormFactor IncCOM3463751082625,800SH SOLE 5,80000
Fox Factory Holding Corp.COM35138V1026044,750SH SOLE 4,75000
Fulgent Diagnostics, IncCOM3596641091,12611,650SH SOLE 11,65000
General Dynamics Corp.COM3695501082,07111,406SH SOLE 11,376030
General Electric CompanyCOM36960410340530,875SH SOLE 30,0000875
Gentherm IncCOM37253A1032243,025SH SOLE 3,02500
Gibraltar Industries, Inc.COM3746891074144,525SH SOLE 4,52500
Goldman Sachs Group IncCOM38141G1047862,405SH SOLE 2,40500
Grid Dynamics Holdings, Inc.COM39813G10928017,607SH SOLE 17,60700
HCA Healthcare, Inc.COM40412C10168,627364,379SH SOLE 363,5730806
Haverty Furniture Cos.COM4195961012296,148SH SOLE 6,14800
Health Catalyst, Inc.COM42225T1072415,150SH SOLE 5,15000
Helix Energy SolutionsCOM42330P10721141,760SH SOLE 41,76000
Heritage-Crystal Clean, Inc.COM42726M1062288,422SH SOLE 8,42200
Honeywell Intl IncCOM4385161063001,381SH SOLE 1,366015
Hyster-Yale Materials HandlingCOM4491721052602,980SH SOLE 2,98000
IBM CorpCOM4592001016044,530SH SOLE 4,53000
Illinois Tool Works Inc.COM4523081091,0994,961SH SOLE 4,925036
Impinj, Inc.COM4532041092394,200SH SOLE 4,20000
InMode LtdCOMM5425M1034386,050SH SOLE 6,05000
Inari Medical Inc.COM45332Y1092642,470SH SOLE 2,47000
Insight Enterprises, Inc.COM45765U1032863,000SH SOLE 3,00000
Insteel Industries, Inc.COM45774W1082728,808SH SOLE 8,80800
Intel CorporationCOM4581401002,94446,007SH SOLE 46,00700
Inter Parfums, Inc.COM4583341092533,570SH SOLE 3,57000
Iridium Communications IncCOM46269C1022816,810SH SOLE 6,81000
JPMorgan Chase & CoCOM46625H10075,180493,857SH SOLE 492,67701,180
Johnson & JohnsonCOM47816010480,536490,025SH SOLE 488,90101,124
Johnson Outdoors Inc.COM4791671082661,864SH SOLE 1,86400
Kimball Electronics, Inc.COM49428J1092359,110SH SOLE 9,11000
Kite Realty Group TrustCOM49803T30026213,580SH SOLE 13,58000
Knowles CorporationCOM49926D10921010,035SH SOLE 10,03500
Korn FerryCOM5006432003175,075SH SOLE 5,07500
LCI Industries Inc.COM50189K1032151,625SH SOLE 1,62500
LOVESAC CompanyCOM54738L1092534,470SH SOLE 4,47000
Laboratory Corp of AmericaCOM50540R40943,510170,608SH SOLE 170,2350373
Lam Research CorporationCOM5128071081,8803,159SH SOLE 3,131028
Lincoln National CorpCOM53418710962,038996,282SH SOLE 993,84602,436
Live Oak Bancshares, Inc.COM53803X1054887,130SH SOLE 7,13000
LiveRamp Holdings, Inc.COM53815P1082414,640SH SOLE 4,64000
Lockheed Martin Corp.COM53983010913,00335,191SH SOLE 34,9940197
Lumen Technologies, IncCOM5502411032,217166,079SH SOLE 165,00801,071
MACOM Technology Sltn Hldg IncCOM55405Y1003345,750SH SOLE 5,75000
MRC Global Inc.COM55345K10326629,500SH SOLE 29,50000
MSC Industrial Direct Co.COM55353010692510,256SH SOLE 10,183073
MYR Group, Inc.COM55405W1043424,777SH SOLE 4,77700
Malibu Boats, Inc. Class ACOM56117J1002693,375SH SOLE 3,37500
ManTech International Corp.COM5645631042302,650SH SOLE 2,65000
Manchester United Ltd.COMG5784H10622914,520SH SOLE 14,52000
Matador Resources CompanyCOM57648520535315,050SH SOLE 15,05000
Matson, Inc.COM57686G1052433,640SH SOLE 3,64000
McGrath RentCorpCOM5805891092282,825SH SOLE 2,82500
Merck & Co. Inc.COM58933Y10544,679579,567SH SOLE 578,17701,390
Mercury General Corp.COM5894001002173,575SH SOLE 3,57500
Mercury Systems IncCOM5893781082803,970SH SOLE 3,97000
Meridian Bioscience, Inc.COM58958410129711,323SH SOLE 11,32300
MetLife, Inc.COM59156R1081,82129,954SH SOLE 29,6390315
Microsoft CorporationCOM5949181043,30314,008SH SOLE 13,8080200
Modine Manufacturing CoCOM60782810022915,522SH SOLE 15,52200
ModivCare IncCOM60783X1042741,850SH SOLE 1,85000
Moelis & CompanyCOM60786M1051,26723,091SH SOLE 22,8210270
Morgan StanleyCOM61744644878710,138SH SOLE 10,13800
Mr. Cooper Group Inc.COM62482R10736510,500SH SOLE 10,50000
Mueller Industries, Inc.COM6247561022616,310SH SOLE 6,31000
NAPCO Security TechnologiesCOM6304021052647,580SH SOLE 7,58000
Natus Medical Inc.COM6390501032037,940SH SOLE 7,94000
Nautilus, Inc.COM63910B10221213,542SH SOLE 13,54200
Navient CorporationCOM63938C10816811,725SH SOLE 11,72500
NextGen Healthcare, Inc.COM65343C10225614,160SH SOLE 14,16000
Nicolet Bankshares Inc.COM65406E1022482,971SH SOLE 2,97100
Norfolk Southern CorpCOM65584410817,59265,515SH SOLE 65,459056
Omega Healthcare InvestorsCOM6819361001,07429,320SH SOLE 29,1300190
Omnicell Inc.COM68213N1092662,050SH SOLE 2,05000
OneMain Holdings, Inc.COM68268W1031,18222,010SH SOLE 21,8600150
Onto Innovation Inc.COM6833441056469,827SH SOLE 9,82700
OraSure Technologies Inc.COM68554V10817314,805SH SOLE 14,80500
Oracle CorporationCOM68389X1051,86926,630SH SOLE 26,63000
Organogenesis Holdings Inc.COM68621F10229316,070SH SOLE 16,07000
Owens & Minor Inc.COM6907321022867,620SH SOLE 7,62000
Pacira BioSciences, Inc.COM6951271002473,525SH SOLE 3,52500
Parker-Hannifin Corp.COM7010941049943,151SH SOLE 3,15100
Paya Holdings, Inc.COM70434P10322320,330SH SOLE 20,33000
Perficient, Inc.COM71375U1013836,525SH SOLE 6,52500
Piedmont Office Realty Trust,COM72019020618410,580SH SOLE 10,58000
Power Integrations, Inc.COM7392761032533,100SH SOLE 3,10000
Primoris Services Corp.COM74164F1032286,880SH SOLE 6,88000
Progressive Corp.COM74331510330,930323,501SH SOLE 322,7340767
QAD Inc. cl ACOM74727D3062003,005SH SOLE 3,00500
Qualcomm Inc.COM7475251033,80328,683SH SOLE 28,5250158
Quanex Building ProductsCOM74761910430811,750SH SOLE 11,75000
REX American Resources CorpCOM7616241052332,772SH SOLE 2,77200
Raven Industries Inc.COM7542121082536,601SH SOLE 6,60100
Rayonier Advanced MaterialsCOM75508B10425027,540SH SOLE 27,54000
ReneSola Ltd ADSCOM75971T30123418,945SH SOLE 18,94500
Rent-A-Center, Inc.COM76009N1004688,125SH SOLE 8,12500
Republic Bancorp KYCOM7602812042676,020SH SOLE 6,02000
Revolve Group, LLC.COM76156B1073287,310SH SOLE 7,31000
Rimini Street, Inc.COM76674Q10728531,720SH SOLE 31,72000
Rogers CorporationCOM7751331012131,130SH SOLE 1,13000
Rush Enterprises cl ACOM7818462092274,560SH SOLE 4,56000
SPDR DJIA ETF TrustCOM78467X1095371,627SH SOLE 1,62700
SPDR Portfolio Emerging MarketCOM78463X50955912,777SH SOLE 12,77700
SPDR S&P 500 ETF TrustCOM78462F1031,6184,082SH SOLE 4,08200
SPS Commerce, Inc.COM78463M1073553,575SH SOLE 3,57500
SS&C Technologies Hldgs Inc.COM78467J10043,280619,442SH SOLE 617,86801,574
Sanmina CorporationCOM8010561022205,320SH SOLE 5,32000
Schnitzer Steel Ind cl ACOM8068821063187,612SH SOLE 7,61200
Seagate Technology PlcCOMG7945M1073,88850,663SH SOLE 50,4580205
Shoe Carnival, Inc.COM8248891092514,055SH SOLE 4,05500
Shutterstock, Inc.COM8256901002853,200SH SOLE 3,20000
SiTime CorporationCOM82982T1062072,100SH SOLE 2,10000
Sonos Inc.COM83570H1083048,120SH SOLE 8,12000
Spirit Aerosystems HoldingsCOM8485741092755,658SH SOLE 5,65800
Sprout Social, IncCOM85209W1093165,475SH SOLE 5,47500
Stanley Black & Decker, Inc.COM85450210152,660263,737SH SOLE 263,1650572
Stoneridge, Inc.COM86183P1022036,375SH SOLE 6,37500
Stryker CorpCOM8636671011,1284,630SH SOLE 4,63000
Surface Oncology, Inc.COM86877M20917422,300SH SOLE 22,0000300
Surmodics, Inc.COM8688731002875,112SH SOLE 5,11200
Synaptics IncorporatedCOM87157D1092671,970SH SOLE 1,97000
Sysco CorporationCOM8718291071,29316,415SH SOLE 16,3000115
TTEC Holdings, Inc.COM89854H1022802,790SH SOLE 2,79000
Taylor Morrison Home Corp cl ACOM87724P1062136,900SH SOLE 6,90000
Texas Capital BancsharesCOM88224Q1072133,010SH SOLE 3,01000
The Kraft Heinz CompanyCOM5007541061,08527,129SH SOLE 26,9360193
The Shyft Group, Inc.COM8256981033258,750SH SOLE 8,75000
Thermo Fisher Scientific, Inc.COM8835561022,7386,000SH SOLE 6,00000
Titan International Inc.COM88830M10225927,940SH SOLE 27,94000
Titan Machinery Inc.COM88830R1012359,228SH SOLE 9,22800
Tri Pointe Group, Inc.COM87265H10931615,500SH SOLE 15,50000
Triumph Bancorp, Inc.COM89679E3002653,420SH SOLE 3,42000
TrueCar, Inc.COM89785L10714029,239SH SOLE 29,23900
Tyson Foods IncCOM90249410353,755723,484SH SOLE 721,73001,754
U.S. BancorpCOM90297330463,0421,139,787SH SOLE 1,136,86102,926
Ultra Clean Holdings, Inc.COM90385V1073475,975SH SOLE 5,97500
Union Pacific Corp.COM907818108217985SH SOLE 98500
United Parcel Service Inc.COM9113121064,67827,518SH SOLE 27,440078
United States Steel CorpCOM91290910836413,902SH SOLE 13,4070495
Vanda PharmaceuticalsCOM92165910821013,974SH SOLE 13,97400
Vanguard Sm Cap ValueCOM9229086113011,819SH SOLE 1,81900
Varex Imaging CorpCOM92214X10624411,902SH SOLE 11,90200
Vector Group Ltd.COM92240M10826318,860SH SOLE 18,86000
Vericel CorporationCOM92346J1083806,845SH SOLE 6,84500
Verizon Communications, Inc.COM92343V10459,0761,015,926SH SOLE 1,013,64602,280
Viavi Solutions Inc.COM92555010524515,620SH SOLE 15,62000
Viper Energy Partners LPCOM92763M10523316,019SH SOLE 16,01900
Vista Outdoor Inc.COM9283771002437,590SH SOLE 7,59000
Vocera Communications, Inc.COM92857F1072095,428SH SOLE 5,42800
Vonage Holdings Corp.COM92886T20115813,340SH SOLE 13,34000
Walmart Inc.COM9311421031,1018,106SH SOLE 8,10600
Wells Fargo & CoCOM9497461011,49338,220SH SOLE 37,7800440
Werner Enterprises Inc.COM9507551082034,300SH SOLE 4,30000
Western Digital Corp.COM9581021051,68725,280SH SOLE 25,1100170
Willis Towers Watson Pub LtdCOMG966291033721,625SH SOLE 1,62500
XPEL, Inc.COM98379L1003095,941SH SOLE 5,94100
Zumiez Inc.COM9898171013077,163SH SOLE 7,16300
ePlus Inc.COM2942681072082,090SH SOLE 2,09000
iShares MSCI EAFE ETFCOM4642874651,54120,305SH SOLE 20,30500
iShares MSCI Emerg Mkts ETFCOM4642872342494,663SH SOLE 4,66300
BP PLC ADSADR05562210434714,244SH SOLE 14,24400
Criteo S.A. ADSADR22671810438611,100SH SOLE 11,10000
Nokia CorpADR65490220419248,578SH SOLE 47,12001,458
Roche Holdings LtdADR7711951042506,152SH SOLE 6,15200
Royal Dutch Shell CL AADR78025920648612,400SH SOLE 12,40000
Royal Dutch Shell Cl BADR7802591072216,000SH SOLE 6,00000
Sanofi ADSADR80105N10554210,963SH SOLE 10,96300
Signet Jewelers LimitedADRG812761002664,580SH SOLE 4,58000
Taiwan SemiconductorADR87403910066,870565,352SH SOLE 563,79401,558
Teva PharmaceuticalADR88162420917315,000SH SOLE 15,00000
Vale S.A.ADR91912E10560835,000SH SOLE 35,00000
WNS (Holdings) Ltd.ADR92932M1012613,600SH SOLE 3,60000
Century Communities, Inc.PFD1565043002203,642SH SOLE 3,64200