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
AARONS INC COM 002535300 423 8,044 SH   SOLE   8,044 0 0
ABBVIE INC COM 00287Y109 1,456 18,069 SH   SOLE   4,042 0 14,027
AIRCASTLE LTD COM G0129K104 435 21,487 SH   SOLE   21,487 0 0
ALLERGAN INC COM G0177J108 8,250 56,346 SH   SOLE   36,355 0 19,991
ALLSTATE CORP COM 020002101 2,501 26,560 SH   SOLE   26,560 0 0
ALPHABET INC CLASS A COM 02079K305 4,882 4,148 SH   SOLE   2,127 0 2,021
ALTERYX INC COM 02156B103 672 8,014 SH   SOLE   8,014 0 0
ALTRIA GROUP INC COM 02209S103 7,691 133,920 SH   SOLE   78,073 0 55,847
AMERICAN ELECTRIC POWER COM 025537101 4,896 58,455 SH   SOLE   39,341 0 19,114
AMERICAN EQUITY INVESTM COM 025676206 372 13,779 SH   SOLE   13,779 0 0
AMERICAN EXPRESS COM 025816109 4,974 45,508 SH   SOLE   31,359 0 14,149
AMGEN INC COM 031162100 7,564 39,815 SH   SOLE   29,989 0 9,826
ANTHEM INC COM 036752103 744 2,594 SH   SOLE   2,594 0 0
APPLE INC COM 037833100 16,634 87,568 SH   SOLE   28,793 0 58,775
ASBURY AUTOMOTIVE GROUP COM 043436104 407 5,863 SH   SOLE   5,863 0 0
ASGN INCORPORATED COM 00191U102 493 7,766 SH   SOLE   7,766 0 0
ATT INC COM 00206R102 12,342 393,556 SH   SOLE   253,321 0 140,235
BANK OF AMERICA CORP COM 060505104 13,997 507,310 SH   SOLE   335,584 0 171,726
BANK OF NT BUTTERFIELD COM G0772R208 374 10,423 SH   SOLE   10,423 0 0
BAXTER INTL INC COM 071813109 297 3,655 SH   SOLE   3,655 0 0
BECTON DICKINSON & CO COM 075887109 232 930 SH   SOLE   930 0 0
BEST BUY CO INC COM 086516101 8,334 117,287 SH   SOLE   72,317 0 44,970
BLUCORA, INC COM 095229100 456 13,654 SH   SOLE   13,654 0 0
BOEING CO COM 097023105 8,910 23,359 SH   SOLE   13,902 0 9,457
BOINGO WIRELESS INC COM 09739C102 327 14,065 SH   SOLE   14,065 0 0
BOOT BARN HOLDINGS INC COM 099406100 326 11,076 SH   SOLE   11,076 0 0
BRISTOL MYERS COM 110122108 7,460 156,357 SH   SOLE   101,213 0 55,144
BROADCOM INC COM 11135F101 8,586 28,554 SH   SOLE   18,853 0 9,701
CAPITAL ONE FINL CORP COM 14040H105 7,330 89,735 SH   SOLE   56,395 0 33,340
CARRIZO OIL & GAS INC COM 144577103 261 20,954 SH   SOLE   20,954 0 0
CATERPILLAR INC COM 149123101 4,381 32,338 SH   SOLE   8,519 0 23,819
CBRE GROUP INC CL A COM 12504L109 8,036 162,517 SH   SOLE   106,206 0 56,311
CELANESE CORP COM 150870103 6,010 60,945 SH   SOLE   38,435 0 22,510
CELGENE CORP COM 151020104 3,855 40,861 SH   SOLE   23,961 0 16,900
CENTERSTATE BANK CORP COM 15201P109 375 15,737 SH   SOLE   15,737 0 0
CHEVRON CORP COM 166764100 10,557 85,700 SH   SOLE   52,823 0 32,877
CISCO SYSTEMS INC COM 17275R102 12,371 229,140 SH   SOLE   165,187 0 63,953
CITIGROUP INC COM 172967424 10,597 170,311 SH   SOLE   103,158 0 67,153
COMCAST CLASS A COM 20030N101 5,819 145,540 SH   SOLE   83,308 0 62,232
COMFORT SYSTEMS USA COM 199908104 521 9,950 SH   SOLE   9,950 0 0
CONOCOPHILLIPS COM 20825C104 2,592 38,843 SH   SOLE   36,803 0 2,040
COUPA SOFTWARE INC COM 22266L106 521 5,727 SH   SOLE   5,727 0 0
COWEN INC COM 223622606 390 26,923 SH   SOLE   26,923 0 0
CSX CORP COM 126408103 228 3,043 SH   SOLE   3,043 0 0
CUMMINS INC COM 231021106 3,322 21,043 SH   SOLE   19,963 0 1,080
CVS HEALTH CORP COM 126650100 8,584 159,169 SH   SOLE   105,257 0 53,912
DELTA AIRLINES INC COM 247361702 7,775 150,525 SH   SOLE   87,955 0 62,570
DINE BRANDS GLOBAL COM 254423106 559 6,120 SH   SOLE   6,120 0 0
DOWDUPONT INC COM 26078J100 8,377 157,145 SH   SOLE   99,479 0 57,666
DXC TECHNOLOGY CO COM 23355L106 6,138 95,438 SH   SOLE   57,886 0 37,552
EBIX INC COM 278715206 215 4,359 SH   SOLE   4,359 0 0
EMCOR GROUP INC COM 29084Q100 488 6,674 SH   SOLE   6,674 0 0
ENSIGN GROUP INC COM 29358P101 687 13,424 SH   SOLE   13,424 0 0
ESSENT GROUP LTD COM G3198U102 485 11,156 SH   SOLE   11,156 0 0
EVERBRIDGE INC COM 29978A104 434 5,789 SH   SOLE   5,789 0 0
EXELON CORP COM 30161N101 8,873 177,003 SH   SOLE   115,636 0 61,367
EXXON MOBIL CORP COM 30231G102 11,440 141,584 SH   SOLE   93,202 0 48,382
FEDERAL AGRICULTURAL MO COM 313148306 401 5,542 SH   SOLE   5,542 0 0
FERRO CORP COM COM 315405100 363 19,189 SH   SOLE   19,189 0 0
FIRST DATA CORP COM 32008D106 3,034 115,506 SH   SOLE   59,011 0 56,495
FIRSTENERGY CORP COM 337932107 222 5,333 SH   SOLE   5,333 0 0
FRESHPET INC COM COM 358039105 435 10,289 SH   SOLE   10,289 0 0
G-III APPAREL GROUP LT COM 36237H101 387 9,677 SH   SOLE   9,677 0 0
GENERAC HOLDINGS INC COM 368736104 455 8,875 SH   SOLE   8,875 0 0
GENOMIC HEALTH INC COM 37244C101 411 5,868 SH   SOLE   5,868 0 0
HARTFORD FINL SVCS COM 416515104 4,707 94,677 SH   SOLE   63,346 0 31,331
HFF INC COM 40418F108 479 10,024 SH   SOLE   10,024 0 0
HOME DEPOT INC COM 437076102 9,691 50,502 SH   SOLE   30,523 0 19,979
HORIZON PHARMA COM G4617B105 707 26,752 SH   SOLE   26,752 0 0
HOSPITALITY PROPERTIES COM 44106M102 4,127 156,874 SH   SOLE   112,874 0 44,000
IAC INTERACTIVECORP COM COM 44919p508 310 1,475 SH   SOLE   1,475 0 0
IBERIABANK CORP COM 450828108 441 6,150 SH   SOLE   6,150 0 0
INNOVIVA, INC COM 45781M101 476 33,930 SH   SOLE   33,930 0 0
INTEL CORP COM 458140100 12,118 225,656 SH   SOLE   152,516 0 73,140
JABIL CIRCUIT INC COM 466313103 1,651 62,089 SH   SOLE   32,317 0 29,772
JM SMUCKER COM 832696405 7,033 60,373 SH   SOLE   36,203 0 24,170
JOHNSON JOHNSON COM 478160104 357 2,557 SH   SOLE   2,557 0 0
JPMORGAN CHASE & CO COM 46625H100 16,823 166,189 SH   SOLE   104,560 0 61,629
KEMET CORP COM 488360207 360 21,186 SH   SOLE   21,186 0 0
KFORCE INC COM 493732101 437 12,433 SH   SOLE   12,433 0 0
KIMCO REALTY CORP COM 49446R109 212 11,470 SH   SOLE   11,470 0 0
KOHLS CORP COM 500255104 3,343 48,614 SH   SOLE   28,062 0 20,552
LENNAR CORP COM 526057104 2,557 52,088 SH   SOLE   15,788 0 36,300
LINCOLN NATIONAL CORP COM 534187109 4,738 80,720 SH   SOLE   62,392 0 18,328
MALIBU BOATS, INC COM 56117J100 349 8,817 SH   SOLE   8,817 0 0
MALLINCKRODT PLC COM G5785G107 405 18,651 SH   SOLE   18,651 0 0
MARATHON PETROLEUM CORP COM 56585A102 5,908 98,721 SH   SOLE   67,674 0 31,047
MARRIOTT VACATIONS WRL COM 57164Y107 498 5,324 SH   SOLE   5,324 0 0
MCKESSON CORP COM 58155Q103 348 2,970 SH   SOLE   2,970 0 0
MDC HOLDINGS INC COM 552676108 387 13,321 SH   SOLE   13,321 0 0
MEREDITH CORPORATION COM 589433101 548 9,916 SH   SOLE   9,916 0 0
MERITOR INC COM 59001K100 452 22,210 SH   SOLE   22,210 0 0
MGIC INVESTMENT CORP COM 552848103 386 29,283 SH   SOLE   29,283 0 0
MICROSOFT CORP COM 594918104 14,234 120,689 SH   SOLE   73,471 0 47,218
MORGAN STANLEY COM 617446448 7,570 179,384 SH   SOLE   109,263 0 70,121
NRG ENERGY INC COM 629377508 244 5,742 SH   SOLE   5,742 0 0
ORIENTAL FINANCIAL GROU COM 67103X102 490 24,779 SH   SOLE   24,779 0 0
OTTER TAIL CORP COM 689648103 431 8,642 SH   SOLE   8,642 0 0
PACCAR INC COM 693718108 7,002 102,752 SH   SOLE   59,435 0 43,317
PERSPECTA INC COM COM 715347100 1,238 61,243 SH   SOLE   48,757 0 12,486
PFIZER INC COM 717081103 14,280 336,242 SH   SOLE   226,631 0 109,611
PIEDMONT OFFICE REALTY COM 720190206 409 19,595 SH   SOLE   19,595 0 0
PNC FINANCIAL SERVICES COM 693475105 5,565 45,370 SH   SOLE   31,049 0 14,321
PPL CORP COM 69351T106 7,187 226,425 SH   SOLE   149,745 0 76,680
PREFERRED BANK COM 740367404 338 7,521 SH   SOLE   7,521 0 0
PROPETRO HOLDING CORP COM 74347M108 431 19,106 SH   SOLE   19,106 0 0
PRUDENTIAL FINANCIAL IN COM 744320102 5,029 54,734 SH   SOLE   24,585 0 30,149
PULTE CORP COM 745867101 3,054 109,238 SH   SOLE   104,008 0 5,230
PVH CORP COM 693656100 8,441 69,213 SH   SOLE   44,668 0 24,545
RALPH LAUREN CORP COM 751212101 3,328 25,661 SH   SOLE   15,147 0 10,514
RAYONIER ADVANCED MATER COM 75508B104 289 21,285 SH   SOLE   21,285 0 0
RAYTHEON CO COM 755111507 636 3,492 SH   SOLE   3,457 0 35
RENEWABLE ENERGY GROUP, COM 75972A301 416 18,921 SH   SOLE   18,921 0 0
RH COM 74967X103 254 2,471 SH   SOLE   2,471 0 0
ROBERT HALF INTL COM 770323103 3,595 55,167 SH   SOLE   20,618 0 34,549
ROYAL CARIBBEAN CRUISES COM V7780T103 6,579 57,402 SH   SOLE   35,631 0 21,771
RYMAN HOSPITALITY PPTY COM 78377T107 423 5,139 SH   SOLE   5,139 0 0
SABRA HEALTH CARE REIT COM 78573L106 430 22,074 SH   SOLE   22,074 0 0
SKYWEST INC COM 830879102 462 8,518 SH   SOLE   8,518 0 0
SOUTHWEST GAS CORP COM COM 844895102 493 5,989 SH   SOLE   5,989 0 0
SYNNEX CORPORATION COM 87162W100 319 3,340 SH   SOLE   3,340 0 0
TARGET CORP COM COM 87612E106 5,095 63,481 SH   SOLE   22,617 0 40,864
TENET HEALTHCARE COM 88033G407 410 14,217 SH   SOLE   14,217 0 0
THIRD POINT REINSURANCE COM G8827U100 152 14,684 SH   SOLE   14,684 0 0
TYSON FOODS COM 902494103 5,021 72,322 SH   SOLE   48,316 0 24,006
UNITED RENTALS INC COM 911363109 5,999 52,511 SH   SOLE   32,092 0 20,419
UNITED TECHNOLOGIES COR COM 913017109 335 2,599 SH   SOLE   2,599 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,498 42,458 SH   SOLE   25,432 0 17,026
UTAH MED PRODS INC COM COM 917488108 362 4,105 SH   SOLE   4,105 0 0
VALERO ENERGY CORP COM 91913Y100 6,626 78,107 SH   SOLE   52,515 0 25,592
VERACYTE INC COM 92337F107 913 36,501 SH   SOLE   36,501 0 0
VERIZON COMMUNICATIONS COM 92343V104 11,954 202,173 SH   SOLE   143,646 0 58,527
VISHAY INTERTECHNOLOGY COM 928298108 288 15,567 SH   SOLE   15,567 0 0
WABASH NATIONAL CORP COM 929566107 281 20,749 SH   SOLE   20,749 0 0
WARRIOR MET COAL INC COM 93627C101 375 12,325 SH   SOLE   12,325 0 0
WORKIVA INC COM 98139A105 490 9,657 SH   SOLE   9,657 0 0
WYNDHAM DESTINATIONS IN COM 98310W108 2,306 56,949 SH   SOLE   44,027 0 12,922
XCEL ENERGY INC COM COM 98389B100 225 4,000 SH   SOLE   4,000 0 0
ISHARES BARCLAYS AGGREG ETF 464287226 2,539 23,275 SH   SOLE   23,275 0 0