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
RAIT Financial Trust COM 749227609 78,144 23,257 SH   SOLE 0 78,144 0 0
Intersect ENT Inc COM 46071F103 134,600 11,124 SH   SOLE 0 134,600 0 0
GAIN Capital Holdings, Inc. COM 36268W100 179,206 27,235 SH   SOLE 0 179,206 0 0
Petroleo Brasileiro SA Sponsored ADR COM 71654V408 184,376 18,237 SH   SOLE 0 184,376 0 0
Itau Unibanco Holding S.A. Sponsored ADR Pfd COM 465562106 195,474 19,015 SH   SOLE 0 195,474 0 0
Iridium Communications Inc. COM 46269C102 195,562 20,371 SH   SOLE 0 195,562 0 0
First Citizens BancShares, Inc. Class A COM 31946M103 210,515 593 SH   SOLE 0 210,515 0 0
Vonage Holdings Corp. COM 92886T201 222,872 32,536 SH   SOLE 0 222,872 0 0
Peapack-Gladstone Financial Corporation COM 704699107 236,911 7,672 SH   SOLE 0 236,911 0 0
Everest Re Group, Ltd. COM G3223R108 238,689 1,103 SH   SOLE 0 238,689 0 0
Independence Realty Trust, Inc. COM 45378A106 248,699 27,881 SH   SOLE 0 248,699 0 0
Rayonier Advanced Materials Inc COM 75508B104 250,746 16,219 SH   SOLE 0 250,746 0 0
Magna International Inc. COM 559222401 278,671 6,421 SH   SOLE 0 278,671 0 0
First Community Bancshares, Inc. COM 31983A103 279,277 9,266 SH   SOLE 0 279,277 0 0
SM Energy Company COM 78454L100 292,184 8,474 SH   SOLE 0 292,184 0 0
Lakeland Financial Corporation COM 511656100 306,040 6,462 SH   SOLE 0 306,040 0 0
Commercial Metals Company COM 201723103 331,143 15,204 SH   SOLE 0 331,143 0 0
Tenneco Inc. COM 880349105 385,690 6,174 SH   SOLE 0 385,690 0 0
Nelnet, Inc. Class A COM 64031N108 390,471 7,694 SH   SOLE 0 390,471 0 0
American Public Education, Inc. COM 02913V103 410,034 16,702 SH   SOLE 0 410,034 0 0
Exactech, Inc. COM 30064E109 421,676 15,446 SH   SOLE 0 421,676 0 0
MCBC Holdings, Inc. COM 55276F107 424,220 29,096 SH   SOLE 0 424,220 0 0
Reinsurance Group of America, Incorporated COM 759351604 433,359 3,444 SH   SOLE 0 433,359 0 0
United Therapeutics Corporation COM 91307C102 444,059 3,096 SH   SOLE 0 444,059 0 0
California Water Service Group COM 130788102 448,395 13,227 SH   SOLE 0 448,395 0 0
Pebblebrook Hotel Trust COM 70509V100 456,811 15,355 SH   SOLE 0 456,811 0 0
Federal Agricultural Mortgage Corporation Class C COM 313148306 457,473 7,988 SH   SOLE 0 457,473 0 0
Lear Corporation COM 521865204 498,505 3,766 SH   SOLE 0 498,505 0 0
State Bank Financial Corporation COM 856190103 512,193 19,069 SH   SOLE 0 512,193 0 0
United Insurance Holdings Corp. COM 910710102 528,568 34,912 SH   SOLE 0 528,568 0 0
Heritage Insurance Holdings, Inc. COM 42727J102 543,122 34,660 SH   SOLE 0 543,122 0 0
AMAG Pharmaceuticals, Inc. COM 00163U106 572,878 16,462 SH   SOLE 0 572,878 0 0
Ingles Markets, Incorporated Class A COM 457030104 685,569 14,253 SH   SOLE 0 685,569 0 0
HCI Group, Inc. COM 40416E103 715,101 18,113 SH   SOLE 0 715,101 0 0
Enova International Inc COM 29357K103 791,792 63,091 SH   SOLE 0 791,792 0 0
CenturyLink, Inc. COM 156700106 814,560 34,254 SH   SOLE 0 814,560 0 0
Donnelley Financial Solutions, Inc. COM 25787G100 858,671 37,366 SH   SOLE 0 858,671 0 0
Alaska Air Group, Inc. COM 011659109 868,755 9,791 SH   SOLE 0 868,755 0 0
Berkshire Hathaway Inc. Class B COM 084670702 887,100 5,443 SH   SOLE 0 887,100 0 0
World Fuel Services Corporation COM 981475106 906,263 19,740 SH   SOLE 0 906,263 0 0
Equity Commonwealth COM 294628102 910,920 30,123 SH   SOLE 0 910,920 0 0
Michael Kors Holdings Ltd COM G60754101 965,718 22,469 SH   SOLE 0 965,718 0 0
Tredegar Corporation COM 894650100 1,005,768 41,907 SH   SOLE 0 1,005,768 0 0
Marcus & Millichap, Inc. COM 566324109 1,009,936 37,797 SH   SOLE 0 1,009,936 0 0
Big 5 Sporting Goods Corporation COM 08915P101 1,019,139 58,740 SH   SOLE 0 1,019,139 0 0
LSC Communications, Inc. COM 50218P107 1,109,023 37,366 SH   SOLE 0 1,109,023 0 0
LivePerson, Inc. COM 538146101 1,116,230 147,845 SH   SOLE 0 1,116,230 0 0
NETGEAR, Inc. COM 64111Q104 1,159,123 21,327 SH   SOLE 0 1,159,123 0 0
Denbury Resources Inc. COM 247916208 1,198,304 325,626 SH   SOLE 0 1,198,304 0 0
Bassett Furniture Industries, Inc. COM 070203104 1,228,130 40,399 SH   SOLE 0 1,228,130 0 0
Overstock.com, Inc. COM 690370101 1,314,740 75,128 SH   SOLE 0 1,314,740 0 0
Trinity Industries, Inc. COM 896522109 1,325,179 47,737 SH   SOLE 0 1,325,179 0 0
Liquidity Services, Inc. COM 53635B107 1,443,468 148,048 SH   SOLE 0 1,443,468 0 0
Sucampo Pharmaceuticals, Inc. Class A COM 864909106 1,464,647 108,092 SH   SOLE 0 1,464,647 0 0
AES Corporation COM 00130H105 1,474,648 126,906 SH   SOLE 0 1,474,648 0 0
Reliance Steel & Aluminum Co. COM 759509102 1,485,648 18,678 SH   SOLE 0 1,485,648 0 0
Perry Ellis International, Inc. COM 288853104 1,497,265 60,107 SH   SOLE 0 1,497,265 0 0
Diodes Incorporated COM 254543101 1,515,326 59,031 SH   SOLE 0 1,515,326 0 0
Cisco Systems, Inc. COM 17275R102 1,574,099 52,088 SH   SOLE 0 1,574,099 0 0
R.R. Donnelley & Sons Company COM 257867200 1,627,496 99,724 SH   SOLE 0 1,627,496 0 0
Chimera Investment Corporation COM 16934Q208 1,651,536 97,035 SH   SOLE 0 1,651,536 0 0
Unifi, Inc. COM 904677200 1,651,992 50,628 SH   SOLE 0 1,651,992 0 0
Archer-Daniels-Midland Company COM 039483102 1,653,078 36,212 SH   SOLE 0 1,653,078 0 0
Xencor, Inc. COM 98401F105 1,659,871 63,065 SH   SOLE 0 1,659,871 0 0
Yelp Inc COM 985817105 1,699,187 44,563 SH   SOLE 0 1,699,187 0 0
FTD Companies, Inc. COM 30281V108 1,768,547 74,184 SH   SOLE 0 1,768,547 0 0
Contango Oil & Gas Company COM 21075N204 1,787,471 191,378 SH   SOLE 0 1,787,471 0 0
AdvanSix, Inc. COM 00773T101 1,811,561 81,823 SH   SOLE 0 1,811,561 0 0
IDEXX Laboratories, Inc. COM 45168D104 1,838,794 15,680 SH   SOLE 0 1,838,794 0 0
Northfield Bancorp, Inc. COM 66611T108 1,865,677 93,424 SH   SOLE 0 1,865,677 0 0
Brookline Bancorp, Inc. COM 11373M107 1,881,884 114,749 SH   SOLE 0 1,881,884 0 0
1st Source Corporation COM 336901103 1,888,850 42,294 SH   SOLE 0 1,888,850 0 0
Regional Management Corp. COM 75902K106 1,894,972 72,107 SH   SOLE 0 1,894,972 0 0
Align Technology, Inc. COM 016255101 1,974,799 20,543 SH   SOLE 0 1,974,799 0 0
Prosperity Bancshares, Inc.(R) COM 743606105 1,990,459 27,730 SH   SOLE 0 1,990,459 0 0
IDT Corporation Class B COM 448947507 2,051,822 110,670 SH   SOLE 0 2,051,822 0 0
Dynegy Inc. COM 26817R108 2,066,592 244,278 SH   SOLE 0 2,066,592 0 0
CorVel Corporation COM 221006109 2,127,265 58,122 SH   SOLE 0 2,127,265 0 0
Swift Transportation Company Class A COM 87074U101 2,134,643 87,629 SH   SOLE 0 2,134,643 0 0
Huntington Ingalls Industries, Inc. COM 446413106 2,175,652 11,812 SH   SOLE 0 2,175,652 0 0
Marriott International, Inc. Class A COM 571903202 2,177,047 26,331 SH   SOLE 0 2,177,047 0 0
Koppers Holdings Inc. COM 50060P106 2,190,910 54,365 SH   SOLE 0 2,190,910 0 0
KB Home COM 48666K109 2,247,376 142,149 SH   SOLE 0 2,247,376 0 0
Vera Bradley, Inc. COM 92335C106 2,268,371 193,547 SH   SOLE 0 2,268,371 0 0
Boeing Company COM 097023105 2,359,331 15,155 SH   SOLE 0 2,359,331 0 0
TeleTech Holdings, Inc. COM 879939106 2,442,440 80,080 SH   SOLE 0 2,442,440 0 0
Biglari Holdings Inc. COM 08986R101 2,529,727 5,346 SH   SOLE 0 2,529,727 0 0
Southside Bancshares, Inc. COM 84470P109 2,565,817 68,113 SH   SOLE 0 2,565,817 0 0
Celestica Inc. COM 15101Q108 2,568,108 216,718 SH   SOLE 0 2,568,108 0 0
Senior Housing Properties Trust COM 81721M109 2,576,543 136,109 SH   SOLE 0 2,576,543 0 0
Oritani Financial Corp. COM 68633D103 2,594,963 138,398 SH   SOLE 0 2,594,963 0 0
Southwestern Energy Company COM 845467109 2,632,084 243,261 SH   SOLE 0 2,632,084 0 0
BioSpecifics Technologies Corp. COM 090931106 2,643,578 47,461 SH   SOLE 0 2,643,578 0 0
ePlus inc. COM 294268107 2,657,779 23,071 SH   SOLE 0 2,657,779 0 0
AmerisourceBergen Corporation COM 03073E105 2,661,588 34,040 SH   SOLE 0 2,661,588 0 0
RPX Corporation COM 74972G103 2,728,469 252,636 SH   SOLE 0 2,728,469 0 0
Independent Bank Group, Inc. COM 45384B106 2,754,586 44,144 SH   SOLE 0 2,754,586 0 0
Select Income REIT COM 81618T100 2,756,729 109,394 SH   SOLE 0 2,756,729 0 0
El Paso Electric Company COM 283677854 2,778,608 59,755 SH   SOLE 0 2,778,608 0 0
Repligen Corporation COM 759916109 2,792,785 90,616 SH   SOLE 0 2,792,785 0 0
Green Dot Corporation Class A COM 39304D102 2,799,436 118,872 SH   SOLE 0 2,799,436 0 0
Tech Data Corporation COM 878237106 2,808,158 33,162 SH   SOLE 0 2,808,158 0 0
Universal Insurance Holdings, Inc. COM 91359V107 2,813,418 99,064 SH   SOLE 0 2,813,418 0 0
Live Nation Entertainment, Inc. COM 538034109 2,826,170 106,247 SH   SOLE 0 2,826,170 0 0
DiamondRock Hospitality Company COM 252784301 2,847,045 246,925 SH   SOLE 0 2,847,045 0 0
Altria Group, Inc. COM 02209S103 2,849,710 42,143 SH   SOLE 0 2,849,710 0 0
Capella Education Company COM 139594105 2,858,768 32,560 SH   SOLE 0 2,858,768 0 0
Select Medical Holdings Corporation COM 81619Q105 2,923,679 220,655 SH   SOLE 0 2,923,679 0 0
Hyster-Yale Materials Handling, Inc. Class A COM 449172105 2,983,735 46,789 SH   SOLE 0 2,983,735 0 0
Johnson & Johnson COM 478160104 3,032,673 26,323 SH   SOLE 0 3,032,673 0 0
American Tower Corporation COM 03027X100 3,057,111 28,928 SH   SOLE 0 3,057,111 0 0
IBERIABANK Corporation COM 450828108 3,088,616 36,879 SH   SOLE 0 3,088,616 0 0
Hewlett Packard Enterprise Co. COM 42824C109 3,111,243 134,453 SH   SOLE 0 3,111,243 0 0
Fair Isaac Corporation COM 303250104 3,115,219 26,130 SH   SOLE 0 3,115,219 0 0
Getty Realty Corp. COM 374297109 3,134,429 122,967 SH   SOLE 0 3,134,429 0 0
Selective Insurance Group, Inc. COM 816300107 3,139,938 72,937 SH   SOLE 0 3,139,938 0 0
DigitalGlobe, Inc. COM 25389M877 3,158,548 110,246 SH   SOLE 0 3,158,548 0 0
Republic Services, Inc. COM 760759100 3,201,304 56,114 SH   SOLE 0 3,201,304 0 0
Movado Group, Inc. COM 624580106 3,211,145 111,692 SH   SOLE 0 3,211,145 0 0
Third Point Reinsurance Ltd. COM G8827U100 3,219,020 278,703 SH   SOLE 0 3,219,020 0 0
Tompkins Financial Corporation COM 890110109 3,233,268 34,200 SH   SOLE 0 3,233,268 0 0
United Continental Holdings, Inc. COM 910047109 3,236,164 44,404 SH   SOLE 0 3,236,164 0 0
Essendant Inc. COM 296689102 3,314,009 158,565 SH   SOLE 0 3,314,009 0 0
Synchrony Financial COM 87165B103 3,380,074 93,192 SH   SOLE 0 3,380,074 0 0
Beazer Homes USA, Inc. COM 07556Q881 3,384,717 254,490 SH   SOLE 0 3,384,717 0 0
Allstate Corporation COM 020002101 3,402,849 45,910 SH   SOLE 0 3,402,849 0 0
Sysco Corporation COM 871829107 3,422,475 61,811 SH   SOLE 0 3,422,475 0 0
International Bancshares Corporation COM 459044103 3,423,406 83,907 SH   SOLE 0 3,423,406 0 0
Exxon Mobil Corporation COM 30231G102 3,467,519 38,417 SH   SOLE 0 3,467,519 0 0
General Communication, Inc. Class A COM 369385109 3,498,102 179,851 SH   SOLE 0 3,498,102 0 0
Kforce Inc. COM 493732101 3,525,545 152,621 SH   SOLE 0 3,525,545 0 0
Brinker International, Inc. COM 109641100 3,617,721 73,041 SH   SOLE 0 3,617,721 0 0
Dr Pepper Snapple Group, Inc. COM 26138E109 3,654,817 40,309 SH   SOLE 0 3,654,817 0 0
Fifth Third Bancorp COM 316773100 3,664,495 135,873 SH   SOLE 0 3,664,495 0 0
TrueBlue, Inc. COM 89785X101 3,664,691 148,669 SH   SOLE 0 3,664,691 0 0
Veritiv Corp COM 923454102 3,675,371 68,379 SH   SOLE 0 3,675,371 0 0
Biogen Inc. COM 09062X103 3,712,629 13,092 SH   SOLE 0 3,712,629 0 0
INTL FCStone Inc. COM 46116V105 3,728,934 94,165 SH   SOLE 0 3,728,934 0 0
Kinder Morgan Inc Class P COM 49456B101 3,746,315 180,894 SH   SOLE 0 3,746,315 0 0
Juniper Networks, Inc. COM 48203R104 3,782,262 133,838 SH   SOLE 0 3,782,262 0 0
Medifast, Inc. COM 58470H101 3,812,767 91,587 SH   SOLE 0 3,812,767 0 0
Celgene Corporation COM 151020104 3,884,802 33,562 SH   SOLE 0 3,884,802 0 0
Enerplus Corporation COM 292766102 3,931,432 414,708 SH   SOLE 0 3,931,432 0 0
Franklin Resources, Inc. COM 354613101 3,952,063 99,850 SH   SOLE 0 3,952,063 0 0
VeriSign, Inc. COM 92343E102 3,988,883 52,437 SH   SOLE 0 3,988,883 0 0
Encore Wire Corporation COM 292562105 4,028,386 92,927 SH   SOLE 0 4,028,386 0 0
Citrix Systems, Inc. COM 177376100 4,028,596 45,108 SH   SOLE 0 4,028,596 0 0
Exelon Corporation COM 30161N101 4,053,561 114,217 SH   SOLE 0 4,053,561 0 0
K12 Inc. COM 48273U102 4,107,950 239,391 SH   SOLE 0 4,107,950 0 0
QUALCOMM Incorporated COM 747525103 4,138,114 63,468 SH   SOLE 0 4,138,114 0 0
Safety Insurance Group, Inc. COM 78648T100 4,139,361 56,165 SH   SOLE 0 4,139,361 0 0
Anthem, Inc. COM 036752103 4,173,787 29,031 SH   SOLE 0 4,173,787 0 0
American Express Company COM 025816109 4,190,780 56,571 SH   SOLE 0 4,190,780 0 0
Commerce Bancshares, Inc. COM 200525103 4,194,347 72,554 SH   SOLE 0 4,194,347 0 0
Lexington Realty Trust COM 529043101 4,199,958 388,885 SH   SOLE 0 4,199,958 0 0
Central Pacific Financial Corp. COM 154760409 4,205,913 133,861 SH   SOLE 0 4,205,913 0 0
Travelers Companies, Inc. COM 89417E109 4,289,597 35,040 SH   SOLE 0 4,289,597 0 0
Aspen Technology, Inc. COM 045327103 4,331,476 79,215 SH   SOLE 0 4,331,476 0 0
Ashford Hospitality Trust, Inc. COM 044103109 4,362,455 562,172 SH   SOLE 0 4,362,455 0 0
UnitedHealth Group Incorporated COM 91324P102 4,369,892 27,305 SH   SOLE 0 4,369,892 0 0
McGrath RentCorp COM 580589109 4,388,340 111,976 SH   SOLE 0 4,388,340 0 0
Lowe's Companies, Inc. COM 548661107 4,482,623 63,029 SH   SOLE 0 4,482,623 0 0
Olympic Steel, Inc. COM 68162K106 4,523,160 186,676 SH   SOLE 0 4,523,160 0 0
Union Bankshares Corporation COM 90539J109 4,554,134 127,424 SH   SOLE 0 4,554,134 0 0
VASCO Data Security International, Inc. COM 92230Y104 4,582,469 335,712 SH   SOLE 0 4,582,469 0 0
Pioneer Energy Services Corp. COM 723664108 4,647,431 678,457 SH   SOLE 0 4,647,431 0 0
Quality Systems, Inc. COM 747582104 4,766,126 362,443 SH   SOLE 0 4,766,126 0 0
Comcast Corporation Class A COM 20030N101 4,786,753 69,323 SH   SOLE 0 4,786,753 0 0
Northrop Grumman Corporation COM 666807102 4,846,967 20,840 SH   SOLE 0 4,846,967 0 0
Intel Corporation COM 458140100 4,929,130 135,901 SH   SOLE 0 4,929,130 0 0
Cubic Corporation COM 229669106 4,958,558 103,411 SH   SOLE 0 4,958,558 0 0
Shutterstock, Inc. COM 825690100 4,969,879 104,585 SH   SOLE 0 4,969,879 0 0
Alpha and Omega Semiconductor Limited COM G6331P104 5,153,253 242,278 SH   SOLE 0 5,153,253 0 0
Ligand Pharmaceuticals Incorporated COM 53220K504 5,174,185 50,922 SH   SOLE 0 5,174,185 0 0
RetailMeNot, Inc. COM 76132B106 5,201,937 559,348 SH   SOLE 0 5,201,937 0 0
Kulicke & Soffa Industries, Inc. COM 501242101 5,243,754 328,762 SH   SOLE 0 5,243,754 0 0
Mueller Industries, Inc. COM 624756102 5,278,796 132,102 SH   SOLE 0 5,278,796 0 0
Navigators Group, Inc. COM 638904102 5,368,340 45,591 SH   SOLE 0 5,368,340 0 0
Franklin Street Properties Corp. COM 35471R106 5,378,206 414,985 SH   SOLE 0 5,378,206 0 0
Home Depot, Inc. COM 437076102 5,453,838 40,676 SH   SOLE 0 5,453,838 0 0
Shutterfly, Inc. COM 82568P304 5,463,348 108,875 SH   SOLE 0 5,463,348 0 0
Deluxe Corporation COM 248019101 5,838,578 81,533 SH   SOLE 0 5,838,578 0 0
ArcBest Corporation COM 03937C105 5,919,257 214,078 SH   SOLE 0 5,919,257 0 0
KCG Holdings, Inc. Class A COM 48244B100 5,941,539 448,418 SH   SOLE 0 5,941,539 0 0
Titan International, Inc. COM 88830M102 6,035,027 538,361 SH   SOLE 0 6,035,027 0 0
DuPont Fabros Technology, Inc. COM 26613Q106 6,110,268 139,091 SH   SOLE 0 6,110,268 0 0
Hill-Rom Holdings, Inc. COM 431475102 6,125,997 109,120 SH   SOLE 0 6,125,997 0 0
Maiden Holdings, Ltd. COM G5753U112 6,359,827 364,460 SH   SOLE 0 6,359,827 0 0
Piedmont Office Realty Trust, Inc. Class A COM 720190206 6,394,446 305,808 SH   SOLE 0 6,394,446 0 0
BJ's Restaurants, Inc. COM 09180C106 6,399,848 162,846 SH   SOLE 0 6,399,848 0 0
Five Prime Therapeutics, Inc. COM 33830X104 6,447,203 128,661 SH   SOLE 0 6,447,203 0 0
Walker & Dunlop, Inc. COM 93148P102 6,449,040 206,700 SH   SOLE 0 6,449,040 0 0
Central Garden & Pet Company Class A COM 153527205 6,655,520 215,389 SH   SOLE 0 6,655,520 0 0
Molina Healthcare, Inc. COM 60855R100 6,894,167 127,058 SH   SOLE 0 6,894,167 0 0
Waddell & Reed Financial, Inc. Class A COM 930059100 6,914,091 354,387 SH   SOLE 0 6,914,091 0 0
MDU Resources Group, Inc. COM 552690109 7,199,261 250,235 SH   SOLE 0 7,199,261 0 0
PS Business Parks, Inc. COM 69360J107 7,262,575 62,329 SH   SOLE 0 7,262,575 0 0
Emergent BioSolutions Inc. COM 29089Q105 7,477,241 227,687 SH   SOLE 0 7,477,241 0 0
REX American Resources Corporation COM 761624105 7,533,341 76,287 SH   SOLE 0 7,533,341 0 0
UMB Financial Corporation COM 902788108 7,548,429 97,879 SH   SOLE 0 7,548,429 0 0
WellCare Health Plans, Inc. COM 94946T106 7,588,338 55,357 SH   SOLE 0 7,588,338 0 0
Worthington Industries, Inc. COM 981811102 7,600,410 160,211 SH   SOLE 0 7,600,410 0 0
Baytex Energy Corp. COM 07317Q105 7,606,895 1,558,790 SH   SOLE 0 7,606,895 0 0
Aspen Insurance Holdings Limited COM G05384105 7,778,650 141,430 SH   SOLE 0 7,778,650 0 0
Thor Industries, Inc. COM 885160101 7,864,230 78,603 SH   SOLE 0 7,864,230 0 0
Sabra Health Care REIT, Inc. COM 78573L106 8,085,633 331,107 SH   SOLE 0 8,085,633 0 0
Quad/Graphics, Inc. Class A COM 747301109 8,211,921 305,503 SH   SOLE 0 8,211,921 0 0
Insight Enterprises, Inc. COM 45765U103 8,225,982 203,412 SH   SOLE 0 8,225,982 0 0
Synchronoss Technologies, Inc. COM 87157B103 8,293,712 216,546 SH   SOLE 0 8,293,712 0 0
Murphy USA, Inc. COM 626755102 8,475,729 137,884 SH   SOLE 0 8,475,729 0 0
Hilltop Holdings Inc. COM 432748101 8,511,983 285,637 SH   SOLE 0 8,511,983 0 0
Enanta Pharmaceuticals, Inc. COM 29251M106 8,618,478 257,268 SH   SOLE 0 8,618,478 0 0
Allegiant Travel Company COM 01748X102 8,944,333 53,752 SH   SOLE 0 8,944,333 0 0
Piper Jaffray Companies COM 724078100 8,958,825 123,570 SH   SOLE 0 8,958,825 0 0
USANA Health Sciences, Inc. COM 90328M107 8,971,430 146,592 SH   SOLE 0 8,971,430 0 0
Stepan Company COM 858586100 9,017,962 110,677 SH   SOLE 0 9,017,962 0 0
Zumiez Inc. COM 989817101 9,116,825 417,246 SH   SOLE 0 9,116,825 0 0
Magellan Health, Inc. COM 559079207 9,152,883 121,633 SH   SOLE 0 9,152,883 0 0
Apple Inc. COM 037833100 9,221,241 79,617 SH   SOLE 0 9,221,241 0 0
Sanderson Farms, Inc. COM 800013104 9,335,037 99,056 SH   SOLE 0 9,335,037 0 0
Schnitzer Steel Industries, Inc. Class A COM 806882106 9,584,507 372,938 SH   SOLE 0 9,584,507 0 0
Home BancShares, Inc. COM 436893200 9,620,472 346,434 SH   SOLE 0 9,620,472 0 0
Wabash National Corporation COM 929566107 10,203,125 644,951 SH   SOLE 0 10,203,125 0 0
American Woodmark Corporation COM 030506109 10,261,391 136,364 SH   SOLE 0 10,261,391 0 0
Sanmina-SCI Corporation COM 801056102 10,404,935 283,900 SH   SOLE 0 10,404,935 0 0
Benchmark Electronics, Inc. COM 08160H101 10,500,601 344,282 SH   SOLE 0 10,500,601 0 0
Amkor Technology, Inc. COM 031652100 10,635,708 1,008,124 SH   SOLE 0 10,635,708 0 0
Marriott Vacations Worldwide Corporation COM 57164Y107 10,678,033 125,846 SH   SOLE 0 10,678,033 0 0
Patrick Industries, Inc. COM 031652100 10,781,114 141,299 SH   SOLE 0 10,781,114 0 0
MasTec, Inc. COM 57164Y107 11,136,105 291,140 SH   SOLE 0 11,136,105 0 0
Science Applications International Corp. COM 031652100 11,729,706 138,322 SH   SOLE 0 11,729,706 0 0
Papa John's International, Inc. COM 57164Y107 13,787,451 161,106 SH   SOLE 0 13,787,451 0 0
Masimo Corporation COM 031652100 16,427,739 243,735 SH   SOLE 0 16,427,739 0 0