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 PAR $0.50 002535300 3,999 70,586 SH   SOLE   70,586 0 0
ABBOTT LABS COM 002824100 9,303 85,476 SH   SOLE   85,273 0 203
ABBVIE INC COM 00287Y109 35,675 407,304 SH   SOLE   404,720 0 2,584
ACADIA HEALTHCARE COMPANY IN COM 00404A109 8,699 295,090 SH   SOLE   295,090 0 0
ACTIVISION BLIZZARD INC COM 00507V109 3,237 40,000 SH   SOLE   39,885 0 115
ADDUS HOMECARE CORP COM 006739106 10,132 107,203 SH   SOLE   107,203 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 9,956 20,303 SH   SOLE   20,245 0 58
ADVANSIX INC COM 00773T101 5,424 421,127 SH   SOLE   421,127 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 13,791 345,725 SH   SOLE   345,725 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 250 2,472 SH   SOLE   2,472 0 0
AGNC INVT CORP COM 00123Q104 887 63,761 SH   SOLE   63,761 0 0
AGREE REALTY CORP COM 008492100 2,539 39,895 SH   SOLE   39,895 0 0
AIR LEASE CORP CL A 00912X302 18,043 613,306 SH   SOLE   613,306 0 0
AIR PRODS & CHEMS INC COM 009158106 42,670 143,256 SH   SOLE   142,248 0 1,008
AIR TRANSPORT SERVICES GRP I COM 00922R105 6,697 267,224 SH   SOLE   267,224 0 0
ALLEGHANY CORP DEL COM 017175100 1,309 2,515 SH   SOLE   2,515 0 0
ALLIANT ENERGY CORP COM 018802108 1,768 34,230 SH   SOLE   34,230 0 0
ALLSTATE CORP COM 020002101 30,581 324,862 SH   SOLE   322,724 0 2,138
ALPHABET INC CAP STK CL A 02079K305 70,457 48,073 SH   SOLE   47,721 0 352
ALPHABET INC CAP STK CL C 02079K107 212 144 SH   SOLE   144 0 0
ALTICE USA INC CL A 02156K103 4,666 179,432 SH   SOLE   178,917 0 515
ALTRA INDL MOTION CORP COM 02208R106 25,780 697,322 SH   SOLE   697,322 0 0
AMAZON COM INC COM 023135106 30,319 9,629 SH   SOLE   9,602 0 27
AMEDISYS INC COM 023436108 17,338 73,334 SH   SOLE   73,334 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 33,903 2,289,171 SH   SOLE   2,289,171 0 0
AMERICAN ELEC PWR CO INC COM 025537101 29,510 361,069 SH   SOLE   358,520 0 2,549
AMERICAN EXPRESS CO COM 025816109 18,123 180,782 SH   SOLE   179,522 0 1,260
AMERICAN TOWER CORP NEW COM 03027X100 6,539 27,051 SH   SOLE   26,974 0 77
AMERICAN WOODMARK CORPORATIO COM 030506109 18,086 230,274 SH   SOLE   230,274 0 0
AMERICOLD RLTY TR COM 03064D108 1,966 55,004 SH   SOLE   55,004 0 0
AMERISOURCEBERGEN CORP COM 03073E105 32,789 338,317 SH   SOLE   336,146 0 2,171
AMGEN INC COM 031162100 541 2,130 SH   SOLE   2,130 0 0
AMICUS THERAPEUTICS INC COM 03152W109 24,904 1,763,730 SH   SOLE   1,763,730 0 0
AMN HEALTHCARE SVCS INC COM 001744101 24,014 410,781 SH   SOLE   410,781 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 4,573 243,909 SH   SOLE   243,909 0 0
APPLE INC COM 037833100 48,732 420,798 SH   SOLE   419,058 0 1,740
ARENA PHARMACEUTICALS INC COM NEW 040047607 18,505 247,430 SH   SOLE   247,430 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 8,672 251,862 SH   SOLE   251,862 0 0
ARMOUR RESIDENTIAL REIT INC COM NEW 042315507 2,638 277,354 SH   SOLE   277,354 0 0
AT&T INC COM 00206R102 15,805 554,339 SH   SOLE   550,505 0 3,834
ATRICURE INC COM 04963C209 4,032 101,051 SH   SOLE   101,051 0 0
AUTOZONE INC COM 053332102 5,901 5,010 SH   SOLE   4,996 0 14
AVAYA HLDGS CORP COM 05351X101 25,247 1,660,960 SH   SOLE   1,660,960 0 0
AVIENT CORPORATION COM 05368V106 21,635 817,656 SH   SOLE   817,656 0 0
AXALTA COATING SYS LTD COM G0750C108 20,101 906,670 SH   SOLE   906,670 0 0
BANK NEW YORK MELLON CORP COM 064058100 372 10,833 SH   SOLE   10,833 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,372 137,935 SH   SOLE   137,042 0 893
BERKSHIRE HILLS BANCORP INC COM 084680107 2,197 217,332 SH   SOLE   217,332 0 0
BEST BUY INC COM 086516101 32,103 288,468 SH   SOLE   286,656 0 1,812
BIOTELEMETRY INC COM 090672106 15,710 344,663 SH   SOLE   344,663 0 0
BJS RESTAURANTS INC COM 09180C106 13,633 463,063 SH   SOLE   463,063 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 32,777 788,850 SH   SOLE   788,850 0 0
BK OF AMERICA CORP COM 060505104 74,443 3,090,208 SH   SOLE   3,070,745 0 19,463
BLACK HILLS CORP COM 092113109 26,987 504,531 SH   SOLE   504,531 0 0
BLACKROCK INC COM 09247X101 43,364 76,946 SH   SOLE   76,482 0 464
BLOOMIN BRANDS INC COM 094235108 22,639 1,482,558 SH   SOLE   1,482,558 0 0
BLUCORA INC COM 095229100 8,917 946,592 SH   SOLE   946,592 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 21,223 228,940 SH   SOLE   228,940 0 0
BOEING CO COM 097023105 4,486 27,141 SH   SOLE   27,069 0 72
BOSTON PROPERTIES INC COM 101121101 21,159 263,500 SH   SOLE   261,632 0 1,868
BOSTON SCIENTIFIC CORP COM 101137107 5,043 131,971 SH   SOLE   131,590 0 381
BOTTOMLINE TECH DEL INC COM 101388106 22,974 544,926 SH   SOLE   544,926 0 0
BOX INC CL A 10316T104 23,027 1,326,461 SH   SOLE   1,326,461 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 9,549 740,249 SH   SOLE   740,249 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 37,385 620,095 SH   SOLE   616,178 0 3,917
BRIXMOR PPTY GROUP INC COM 11120U105 825 70,535 SH   SOLE   70,535 0 0
BROADCOM INC COM 11135F101 29,720 81,577 SH   SOLE   81,071 0 506
CACI INTL INC CL A 127190304 939 4,406 SH   SOLE   4,406 0 0
CALLAWAY GOLF CO COM 131193104 9,255 483,556 SH   SOLE   483,556 0 0
CARDTRONICS PLC SHS CL A G1991C105 13,274 670,421 SH   SOLE   670,421 0 0
CATERPILLAR INC DEL COM 149123101 31,752 212,885 SH   SOLE   211,367 0 1,518
CELANESE CORP DEL COM 150870103 1,618 15,057 SH   SOLE   15,057 0 0
CERNER CORP COM 156782104 5,732 79,286 SH   SOLE   79,048 0 238
CF INDS HLDGS INC COM 125269100 504 16,415 SH   SOLE   16,415 0 0
CHARLES RIV LABS INTL INC COM 159864107 24,882 109,881 SH   SOLE   109,845 0 36
CHEVRON CORP NEW COM 166764100 41,621 578,065 SH   SOLE   574,347 0 3,718
CIENA CORP COM NEW 171779309 1,183 29,816 SH   SOLE   29,816 0 0
CIGNA CORP NEW COM 125523100 22,287 131,559 SH   SOLE   130,649 0 910
CIRRUS LOGIC INC COM 172755100 29,096 431,371 SH   SOLE   431,371 0 0
CISCO SYS INC COM 17275R102 26,470 671,998 SH   SOLE   667,460 0 4,538
COMCAST CORP NEW CL A 20030N101 56,755 1,226,853 SH   SOLE   1,218,518 0 8,335
COMMERCIAL METALS CO COM 201723103 8,831 441,989 SH   SOLE   441,989 0 0
COMMVAULT SYSTEMS INC COM 204166102 14,887 364,883 SH   SOLE   364,883 0 0
CONCHO RES INC COM 20605P101 14,517 329,025 SH   SOLE   326,825 0 2,200
CONNECTONE BANCORP INC COM 20786W107 8,901 632,598 SH   SOLE   632,598 0 0
CONOCOPHILLIPS COM 20825C104 22,123 673,655 SH   SOLE   669,525 0 4,130
CONSTELLATION BRANDS INC CL A 21036P108 5,332 28,134 SH   SOLE   28,056 0 78
DANA INCORPORATED COM 235825205 22,985 1,865,656 SH   SOLE   1,865,656 0 0
DARDEN RESTAURANTS INC COM 237194105 45,475 451,407 SH   SOLE   449,565 0 1,842
DECKERS OUTDOOR CORP COM 243537107 41,458 188,435 SH   SOLE   188,435 0 0
DEERE & CO COM 244199105 520 2,347 SH   SOLE   2,347 0 0
DELEK US HLDGS INC NEW COM 24665A103 742 66,705 SH   SOLE   66,705 0 0
DELUXE CORP COM 248019101 12,767 496,177 SH   SOLE   496,177 0 0
DIAMONDBACK ENERGY INC COM 25278X109 12,324 409,163 SH   SOLE   409,163 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 4,535 894,476 SH   SOLE   894,476 0 0
DICKS SPORTING GOODS INC COM 253393102 33,609 580,674 SH   SOLE   580,674 0 0
DISCOVERY INC COM SER A 25470F104 29,861 1,371,638 SH   SOLE   1,362,658 0 8,980
DISNEY WALT CO COM DISNEY 254687106 38,763 312,397 SH   SOLE   310,520 0 1,877
DTE ENERGY CO COM 233331107 43,781 380,574 SH   SOLE   378,241 0 2,333
DUKE ENERGY CORP NEW COM NEW 26441C204 41,440 467,942 SH   SOLE   465,100 0 2,842
EMCOR GROUP INC COM 29084Q100 10,122 149,490 SH   SOLE   149,490 0 0
EMERSON ELEC CO COM 291011104 788 12,015 SH   SOLE   12,015 0 0
ENERSYS COM 29275Y102 6,017 89,643 SH   SOLE   89,643 0 0
ENPRO INDS INC COM 29355X107 14,358 254,521 SH   SOLE   254,521 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 8,614 315,868 SH   SOLE   315,868 0 0
EOG RES INC COM 26875P101 17,501 486,969 SH   SOLE   483,589 0 3,380
EQUITY LIFESTYLE PPTYS INC COM 29472R108 12,102 197,423 SH   SOLE   196,025 0 1,398
ESPERION THERAPEUTICS INC NE COM 29664W105 14,639 393,839 SH   SOLE   393,839 0 0
EURONET WORLDWIDE INC COM 298736109 10,006 109,836 SH   SOLE   109,836 0 0
EVERBRIDGE INC COM 29978A104 23,294 185,272 SH   SOLE   185,272 0 0
EVEREST RE GROUP LTD COM G3223R108 18,379 93,037 SH   SOLE   93,037 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 30,845 1,453,594 SH   SOLE   1,453,594 0 0
EXACT SCIENCES CORP COM 30063P105 19,870 194,901 SH   SOLE   194,901 0 0
FACEBOOK INC CL A 30303M102 16,032 61,216 SH   SOLE   61,041 0 175
FIBROGEN INC COM 31572Q808 24,694 600,547 SH   SOLE   600,547 0 0
FIRST BANCORP N C COM 318910106 1,421 67,881 SH   SOLE   67,881 0 0
FIRST HORIZON NATL CORP COM 320517105 25,560 2,710,507 SH   SOLE   2,710,507 0 0
FIRST INDL RLTY TR INC COM 32054K103 23,163 581,988 SH   SOLE   581,988 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 2,391 75,073 SH   SOLE   75,073 0 0
FRONTDOOR INC COM 35905A109 18,968 487,492 SH   SOLE   487,492 0 0
FTI CONSULTING INC COM 302941109 21,200 200,054 SH   SOLE   200,054 0 0
GENERAC HLDGS INC COM 368736104 23,450 121,100 SH   SOLE   121,100 0 0
GLACIER BANCORP INC NEW COM 37637Q105 7,567 236,102 SH   SOLE   236,102 0 0
GLU MOBILE INC COM 379890106 22,754 2,964,697 SH   SOLE   2,964,697 0 0
GRACE W R & CO DEL NEW COM 38388F108 15,169 376,497 SH   SOLE   376,497 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 21,167 1,502,273 SH   SOLE   1,502,273 0 0
HANOVER INS GROUP INC COM 410867105 15,263 163,797 SH   SOLE   163,797 0 0
HARSCO CORP COM 415864107 17,584 1,264,092 SH   SOLE   1,264,092 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 28,820 781,886 SH   SOLE   777,008 0 4,878
HELEN OF TROY LTD COM G4388N106 25,397 131,237 SH   SOLE   131,237 0 0
HERON THERAPEUTICS INC COM 427746102 23,869 1,610,599 SH   SOLE   1,610,599 0 0
HIGHWOODS PPTYS INC COM 431284108 22,289 663,967 SH   SOLE   661,869 0 2,098
HILL ROM HLDGS INC COM 431475102 22,326 267,330 SH   SOLE   265,471 0 1,859
HILLTOP HOLDINGS INC COM 432748101 2,670 129,722 SH   SOLE   129,722 0 0
HOLLYFRONTIER CORP COM 436106108 7,467 378,861 SH   SOLE   378,861 0 0
HOME BANCSHARES INC COM 436893200 9,541 629,344 SH   SOLE   629,344 0 0
HOME DEPOT INC COM 437076102 351 1,265 SH   SOLE   1,265 0 0
HONEYWELL INTL INC COM 438516106 39,711 241,247 SH   SOLE   239,756 0 1,491
HORACE MANN EDUCATORS CORP N COM 440327104 16,723 500,684 SH   SOLE   500,684 0 0
HORIZON BANCORP INC COM 440407104 1,720 170,442 SH   SOLE   170,442 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 57,130 735,449 SH   SOLE   735,449 0 0
HOST HOTELS & RESORTS INC COM 44107P104 16,303 1,510,960 SH   SOLE   1,510,960 0 0
HOSTESS BRANDS INC CL A 44109J106 21,060 1,708,044 SH   SOLE   1,708,044 0 0
HUDSON PAC PPTYS INC COM 444097109 11,565 527,342 SH   SOLE   527,342 0 0
HUNTSMAN CORP COM 447011107 27,655 1,245,149 SH   SOLE   1,237,814 0 7,335
INPHI CORP COM 45772F107 13,639 121,508 SH   SOLE   121,508 0 0
INTEL CORP COM 458140100 21,239 410,171 SH   SOLE   407,515 0 2,656
INTERCEPT PHARMACEUTICALS IN COM 45845P108 9,188 221,611 SH   SOLE   221,611 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 34,266 342,496 SH   SOLE   340,305 0 2,191
INVESTORS BANCORP INC NEW COM 46146L101 19,918 2,743,535 SH   SOLE   2,743,535 0 0
IONIS PHARMACEUTICALS INC COM 462222100 10,536 222,045 SH   SOLE   222,045 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 29,934 909,287 SH   SOLE   909,287 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 710 6,012 SH   SOLE   6,012 0 0
ITRON INC COM 465741106 6,958 114,546 SH   SOLE   114,546 0 0
ITT INC COM 45073V108 1,620 27,430 SH   SOLE   27,430 0 0
J2 GLOBAL INC COM 48123V102 24,256 350,420 SH   SOLE   350,420 0 0
JACOBS ENGR GROUP INC COM 469814107 19,257 207,583 SH   SOLE   207,583 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 20,706 145,216 SH   SOLE   145,216 0 0
JOHNSON & JOHNSON COM 478160104 67,495 453,356 SH   SOLE   450,425 0 2,931
JPMORGAN CHASE & CO COM 46625H100 89,592 930,627 SH   SOLE   924,735 0 5,892
KAISER ALUMINUM CORP COM PAR $0.01 483007704 14,898 278,005 SH   SOLE   278,005 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 39,040 215,887 SH   SOLE   214,542 0 1,345
KB HOME COM 48666K109 25,865 673,749 SH   SOLE   673,749 0 0
KIMBERLY CLARK CORP COM 494368103 41,519 281,177 SH   SOLE   279,248 0 1,929
KNOWLES CORP COM 49926D109 2,402 161,182 SH   SOLE   161,182 0 0
KOHLS CORP COM 500255104 18,578 1,002,594 SH   SOLE   1,002,594 0 0
KRAFT HEINZ CO COM 500754106 4,530 151,260 SH   SOLE   150,846 0 414
L3HARRIS TECHNOLOGIES INC COM 502431109 3,710 21,847 SH   SOLE   21,785 0 62
LABORATORY CORP AMER HLDGS COM NEW 50540R409 718 3,813 SH   SOLE   3,813 0 0
LAM RESEARCH CORP COM 512807108 6,027 18,165 SH   SOLE   18,115 0 50
LAMAR ADVERTISING CO NEW CL A 512816109 17,336 261,991 SH   SOLE   261,991 0 0
LAMB WESTON HLDGS INC COM 513272104 15,304 230,939 SH   SOLE   230,939 0 0
LEAR CORP COM NEW 521865204 1,243 11,395 SH   SOLE   11,395 0 0
LEIDOS HOLDINGS INC COM 525327102 16,867 189,204 SH   SOLE   189,074 0 130
LEXINGTON REALTY TRUST COM 529043101 9,579 916,654 SH   SOLE   916,654 0 0
LHC GROUP INC COM 50187A107 10,570 49,728 SH   SOLE   49,728 0 0
LIFE STORAGE INC COM 53223X107 12,440 118,172 SH   SOLE   118,172 0 0
LILLY ELI & CO COM 532457108 29,993 202,624 SH   SOLE   201,430 0 1,194
LINDE PLC SHS G5494J103 7,471 31,370 SH   SOLE   31,279 0 91
LITHIA MTRS INC CL A 536797103 41,457 181,877 SH   SOLE   181,877 0 0
LIVANOVA PLC SHS G5509L101 5,173 114,425 SH   SOLE   114,425 0 0
LOCKHEED MARTIN CORP COM 539830109 25,436 66,363 SH   SOLE   65,889 0 474
LOWES COS INC COM 548661107 40,726 245,543 SH   SOLE   244,085 0 1,458
MAGELLAN HEALTH INC COM NEW 559079207 595 7,849 SH   SOLE   7,849 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 7,259 1,404,101 SH   SOLE   1,404,101 0 0
MANPOWERGROUP INC COM 56418H100 1,195 16,297 SH   SOLE   16,297 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 10,283 113,237 SH   SOLE   113,237 0 0
MARTIN MARIETTA MATLS INC COM 573284106 40,994 174,174 SH   SOLE   173,102 0 1,072
MASONITE INTL CORP COM 575385109 10,566 107,379 SH   SOLE   107,379 0 0
MASTEC INC COM 576323109 7,292 172,795 SH   SOLE   172,795 0 0
MEDTRONIC PLC SHS G5960L103 65,946 634,576 SH   SOLE   630,413 0 4,163
MERCK & CO. INC COM 58933Y105 42,395 511,098 SH   SOLE   508,008 0 3,090
MERIT MED SYS INC COM 589889104 14,451 332,200 SH   SOLE   332,200 0 0
MICHAELS COS INC COM 59408Q106 5,590 578,972 SH   SOLE   578,972 0 0
MICRON TECHNOLOGY INC COM 595112103 27,486 585,289 SH   SOLE   581,552 0 3,737
MICROSOFT CORP COM 594918104 58,744 279,293 SH   SOLE   278,069 0 1,224
MID-AMER APT CMNTYS INC COM 59522J103 15,134 130,521 SH   SOLE   130,521 0 0
MKS INSTRS INC COM 55306N104 12,469 114,151 SH   SOLE   114,151 0 0
MONDELEZ INTL INC CL A 609207105 48,441 843,179 SH   SOLE   838,109 0 5,070
MYR GROUP INC DEL COM 55405W104 2,366 63,629 SH   SOLE   63,629 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 8,936 273,196 SH   SOLE   273,196 0 0
NETGEAR INC COM 64111Q104 2,970 96,363 SH   SOLE   96,363 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 12,986 135,043 SH   SOLE   135,043 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 11,855 267,315 SH   SOLE   267,315 0 0
NIC INC COM 62914B100 14,792 750,838 SH   SOLE   750,838 0 0
NORTHFIELD BANCORP INC DEL COM 66611T108 3,666 401,964 SH   SOLE   401,964 0 0
NORTHROP GRUMMAN CORP COM 666807102 28,093 89,046 SH   SOLE   88,469 0 577
NUANCE COMMUNICATIONS INC COM 67020Y100 1,117 33,648 SH   SOLE   33,648 0 0
NUVASIVE INC COM 670704105 5,531 113,883 SH   SOLE   113,883 0 0
OLD REP INTL CORP COM 680223104 11,323 768,153 SH   SOLE   768,153 0 0
OLD SECOND BANCORP INC ILL COM 680277100 1,100 146,767 SH   SOLE   146,767 0 0
ON SEMICONDUCTOR CORP COM 682189105 25,091 1,156,819 SH   SOLE   1,149,455 0 7,364
OPTION CARE HEALTH INC COM NEW 68404L201 5,940 444,247 SH   SOLE   444,247 0 0
ORACLE CORP COM 68389X105 22,652 379,440 SH   SOLE   376,875 0 2,565
OWENS CORNING NEW COM 690742101 21,760 316,231 SH   SOLE   313,966 0 2,265
PARKER-HANNIFIN CORP COM 701094104 40,182 198,585 SH   SOLE   197,291 0 1,294
PARSLEY ENERGY INC CL A 701877102 18,615 1,988,762 SH   SOLE   1,988,762 0 0
PBF ENERGY INC CL A 69318G106 3,526 619,618 SH   SOLE   619,618 0 0
PEPSICO INC COM 713448108 36,228 261,384 SH   SOLE   259,566 0 1,818
PERFORMANCE FOOD GROUP CO COM 71377A103 26,761 772,986 SH   SOLE   772,986 0 0
PETIQ INC COM CL A 71639T106 9,439 286,733 SH   SOLE   286,733 0 0
PHILLIPS 66 COM 718546104 14,004 270,127 SH   SOLE   268,275 0 1,852
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 8,762 645,680 SH   SOLE   645,680 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 14,829 416,652 SH   SOLE   416,652 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 19,704 555,050 SH   SOLE   555,050 0 0
POTLATCHDELTIC CORPORATION COM 737630103 8,187 194,462 SH   SOLE   194,462 0 0
PROCTER AND GAMBLE CO COM 742718109 36,908 265,540 SH   SOLE   264,038 0 1,502
PROGYNY INC COM 74340E103 11,063 375,909 SH   SOLE   375,909 0 0
PROLOGIS INC. COM 74340W103 41,509 412,532 SH   SOLE   409,747 0 2,785
PRUDENTIAL FINL INC COM 744320102 29,843 469,814 SH   SOLE   466,477 0 3,337
PTC THERAPEUTICS INC COM 69366J200 6,285 134,439 SH   SOLE   134,439 0 0
PULTE GROUP INC COM 745867101 29,855 644,946 SH   SOLE   640,653 0 4,293
QCR HOLDINGS INC COM 74727A104 1,925 70,225 SH   SOLE   70,225 0 0
QTS RLTY TR INC COM CL A 74736A103 23,440 371,950 SH   SOLE   371,950 0 0
QUALYS INC COM 74758T303 23,067 235,355 SH   SOLE   235,355 0 0
QUANTA SVCS INC COM 74762E102 63,736 1,205,744 SH   SOLE   1,200,987 0 4,757
RADIAN GROUP INC COM 750236101 17,110 1,171,095 SH   SOLE   1,171,095 0 0
REALPAGE INC COM 75606N109 13,004 225,614 SH   SOLE   225,614 0 0
REVANCE THERAPEUTICS INC COM 761330109 11,019 438,321 SH   SOLE   438,321 0 0
REXNORD CORP COM 76169B102 31,926 1,069,909 SH   SOLE   1,069,909 0 0
RH COM 74967X103 38,080 99,524 SH   SOLE   99,524 0 0
SAIA INC COM 78709Y105 10,402 82,467 SH   SOLE   82,467 0 0
SANDY SPRING BANCORP INC COM 800363103 6,608 286,319 SH   SOLE   286,319 0 0
SANMINA CORPORATION COM 801056102 3,710 137,165 SH   SOLE   137,165 0 0
SCHWAB CHARLES CORP COM 808513105 22,639 624,849 SH   SOLE   620,641 0 4,208
SEACOAST BKG CORP FLA COM NEW 811707801 8,769 486,376 SH   SOLE   486,376 0 0
SEAWORLD ENTMT INC COM 81282V100 14,015 710,722 SH   SOLE   710,722 0 0
SELECTIVE INS GROUP INC COM 816300107 10,121 196,570 SH   SOLE   196,570 0 0
SERVICE CORP INTL COM 817565104 1,508 35,743 SH   SOLE   35,743 0 0
SILICON LABORATORIES INC COM 826919102 24,334 248,682 SH   SOLE   248,682 0 0
SKYWEST INC COM 830879102 13,240 443,390 SH   SOLE   443,390 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 5,491 37,738 SH   SOLE   37,630 0 108
SLEEP NUMBER CORP COM 83125X103 14,036 286,979 SH   SOLE   286,979 0 0
SOUTH ST CORP COM 840441109 1,248 25,928 SH   SOLE   25,928 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 25,310 401,117 SH   SOLE   401,117 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 289 862 SH   SOLE   862 0 0
SPS COMMERCE INC COM 78463M107 28,780 369,588 SH   SOLE   369,588 0 0
SPX CORP COM 784635104 24,869 536,201 SH   SOLE   536,201 0 0
STAG INDL INC COM 85254J102 6,194 203,136 SH   SOLE   203,136 0 0
STATE STR CORP COM 857477103 38,723 652,681 SH   SOLE   648,520 0 4,161
STERIS PLC SHS USD G8473T100 1,932 10,964 SH   SOLE   10,964 0 0
SYNEOS HEALTH INC CL A 87166B102 23,627 444,449 SH   SOLE   444,449 0 0
SYNOPSYS INC COM 871607107 26,748 125,008 SH   SOLE   124,929 0 79
TARGET CORP COM 87612E106 49,936 317,220 SH   SOLE   315,181 0 2,039
TCF FINL CORP COM 872307103 19,584 838,349 SH   SOLE   838,349 0 0
TELEFLEX INCORPORATED COM 879369106 12,115 35,588 SH   SOLE   35,588 0 0
TEXTRON INC COM 883203101 20,267 561,569 SH   SOLE   557,652 0 3,917
THERMO FISHER SCIENTIFIC INC COM 883556102 57,260 129,687 SH   SOLE   128,864 0 823
TIMKEN CO COM 887389104 38,720 714,121 SH   SOLE   714,121 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 23,632 194,900 SH   SOLE   193,586 0 1,314
TRAVELERS COMPANIES INC COM 89417E109 17,198 158,963 SH   SOLE   157,879 0 1,084
TRIMAS CORP COM NEW 896215209 2,574 112,912 SH   SOLE   112,912 0 0
TRUIST FINL CORP COM 89832Q109 33,747 886,901 SH   SOLE   881,028 0 5,873
TWO HBRS INVT CORP COM NEW 90187B408 25,684 5,045,878 SH   SOLE   5,045,878 0 0
UFP INDUSTRIES INC COM 90278Q108 11,564 204,629 SH   SOLE   204,629 0 0
UFP TECHNOLOGIES INC COM 902673102 2,200 53,113 SH   SOLE   53,113 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 6,095 284,029 SH   SOLE   284,029 0 0
UMPQUA HLDGS CORP COM 904214103 879 82,723 SH   SOLE   82,723 0 0
UNIFIRST CORP MASS COM 904708104 19,381 102,344 SH   SOLE   102,344 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 7,849 463,618 SH   SOLE   463,618 0 0
UNITEDHEALTH GROUP INC COM 91324P102 33,167 106,387 SH   SOLE   105,800 0 587
US FOODS HLDG CORP COM 912008109 2,986 134,386 SH   SOLE   133,993 0 393
VERIZON COMMUNICATIONS INC COM 92343V104 77,801 1,307,781 SH   SOLE   1,299,433 0 8,348
VERTEX PHARMACEUTICALS INC COM 92532F100 4,499 16,538 SH   SOLE   16,497 0 41
VIAVI SOLUTIONS INC COM 925550105 25,382 2,163,856 SH   SOLE   2,163,856 0 0
VISA INC COM CL A 92826C839 14,073 70,374 SH   SOLE   70,173 0 201
VONAGE HLDGS CORP COM 92886T201 26,474 2,587,871 SH   SOLE   2,587,871 0 0
WERNER ENTERPRISES INC COM 950755108 22,932 546,137 SH   SOLE   546,137 0 0
WESTERN ALLIANCE BANCORP COM 957638109 10,584 334,734 SH   SOLE   334,734 0 0
WESTROCK CO COM 96145D105 15,652 450,560 SH   SOLE   447,381 0 3,179
WILLIAMS SONOMA INC COM 969904101 1,328 14,683 SH   SOLE   14,683 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 44,467 212,941 SH   SOLE   211,633 0 1,308
WINTRUST FINL CORP COM 97650W108 12,477 311,546 SH   SOLE   311,546 0 0
WSFS FINL CORP COM 929328102 9,062 335,998 SH   SOLE   335,998 0 0
XCEL ENERGY INC COM 98389B100 42,403 614,439 SH   SOLE   610,353 0 4,086
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 15,428 61,109 SH   SOLE   61,109 0 0
ZOETIS INC CL A 98978V103 733 4,434 SH   SOLE   4,434 0 0