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
ABBOTT LABS COM 002824100 10,573 88,228 SH   SOLE   88,025 0 203
ABBVIE INC COM 00287Y109 82,176 759,339 SH   SOLE   756,756 0 2,583
ACADIA HEALTHCARE COMPANY IN COM 00404A109 11,124 194,677 SH   SOLE   194,677 0 0
ADAPTHEALTH CORP COM CL A 00653Q102 21,982 597,980 SH   SOLE   597,980 0 0
ADDUS HOMECARE CORP COM 006739106 5,613 53,662 SH   SOLE   53,662 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 7,309 15,378 SH   SOLE   15,320 0 58
ADVANSIX INC COM 00773T101 9,513 354,693 SH   SOLE   354,693 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 303 2,385 SH   SOLE   2,385 0 0
AIR LEASE CORP CL A 00912X302 17,942 366,168 SH   SOLE   366,168 0 0
AIR PRODS & CHEMS INC COM 009158106 97,195 345,473 SH   SOLE   344,466 0 1,007
ALCOA CORP COM 013872106 904 27,823 SH   SOLE   27,823 0 0
ALLEGHANY CORP DEL COM 017175100 1,548 2,471 SH   SOLE   2,471 0 0
ALLIANT ENERGY CORP COM 018802108 2,983 55,069 SH   SOLE   55,069 0 0
ALLSTATE CORP COM 020002101 33,853 294,636 SH   SOLE   292,498 0 2,138
ALPHABET INC CAP STK CL A 02079K305 171,405 83,105 SH   SOLE   82,658 0 447
ALPHATEC HLDGS INC COM NEW 02081G201 6,384 404,331 SH   SOLE   404,331 0 0
ALTICE USA INC CL A 02156K103 1,638 50,359 SH   SOLE   50,359 0 0
ALTRA INDL MOTION CORP COM 02208R106 15,136 273,611 SH   SOLE   273,611 0 0
AMAZON COM INC COM 023135106 22,602 7,305 SH   SOLE   7,278 0 27
AMEDISYS INC COM 023436108 10,966 41,413 SH   SOLE   41,413 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 38,314 1,310,337 SH   SOLE   1,310,337 0 0
AMERICAN EXPRESS CO COM 025816109 23,228 164,224 SH   SOLE   162,961 0 1,263
AMERICAN TOWER CORP NEW COM 03027X100 73,447 307,232 SH   SOLE   306,458 0 774
AMERISOURCEBERGEN CORP COM 03073E105 76,264 645,919 SH   SOLE   643,745 0 2,174
AMGEN INC COM 031162100 523 2,100 SH   SOLE   2,100 0 0
AMICUS THERAPEUTICS INC COM 03152W109 11,318 1,145,594 SH   SOLE   1,145,594 0 0
AMN HEALTHCARE SVCS INC COM 001744101 8,465 114,855 SH   SOLE   114,855 0 0
APPLE INC COM 037833100 63,685 521,363 SH   SOLE   519,657 0 1,706
ARCONIC CORPORATION COM 03966V107 20,661 813,749 SH   SOLE   813,749 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 11,503 165,768 SH   SOLE   165,768 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 13,678 271,812 SH   SOLE   271,812 0 0
ATKORE INC COM 047649108 32,241 448,413 SH   SOLE   448,413 0 0
ATRICURE INC COM 04963C209 9,792 149,458 SH   SOLE   149,458 0 0
AUTOZONE INC COM 053332102 34,933 24,876 SH   SOLE   24,862 0 14
AVANTOR INC COM 05352A100 3,839 132,698 SH   SOLE   132,173 0 525
AVAYA HLDGS CORP COM 05351X101 35,483 1,265,898 SH   SOLE   1,265,898 0 0
AVIENT CORPORATION COM 05368V106 25,289 534,989 SH   SOLE   534,989 0 0
AXALTA COATING SYS LTD COM G0750C108 16,154 546,110 SH   SOLE   546,110 0 0
BANK NEW YORK MELLON CORP COM 064058100 2,577 54,490 SH   SOLE   54,490 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,003 125,270 SH   SOLE   124,377 0 893
BIG LOTS INC COM 089302103 24,888 364,395 SH   SOLE   364,395 0 0
BJS RESTAURANTS INC COM 09180C106 28,783 495,570 SH   SOLE   495,570 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 26,512 590,986 SH   SOLE   590,986 0 0
BK OF AMERICA CORP COM 060505104 203,847 5,268,739 SH   SOLE   5,249,481 0 19,258
BLACKROCK INC COM 09247X101 115,012 152,544 SH   SOLE   152,077 0 467
BLOOMIN BRANDS INC COM 094235108 28,162 1,041,100 SH   SOLE   1,041,100 0 0
BLUCORA INC COM 095229100 2,563 153,999 SH   SOLE   153,999 0 0
BOEING CO COM 097023105 5,299 20,806 SH   SOLE   20,733 0 73
BOSTON PROPERTIES INC COM 101121101 24,249 239,467 SH   SOLE   237,606 0 1,861
BOSTON SCIENTIFIC CORP COM 101137107 4,828 124,909 SH   SOLE   124,456 0 453
BOTTOMLINE TECH DEL INC COM 101388106 16,010 353,822 SH   SOLE   353,822 0 0
BOX INC CL A 10316T104 23,593 1,027,585 SH   SOLE   1,027,585 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 13,883 948,277 SH   SOLE   948,277 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 7,815 383,465 SH   SOLE   383,465 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 98,751 1,564,254 SH   SOLE   1,558,904 0 5,350
BRIXMOR PPTY GROUP INC COM 11120U105 15,272 754,934 SH   SOLE   754,934 0 0
BROADCOM INC COM 11135F101 28,148 60,710 SH   SOLE   60,252 0 458
CATERPILLAR INC COM 149123101 107,474 463,510 SH   SOLE   461,996 0 1,514
CDW CORP COM 12514G108 4,945 29,833 SH   SOLE   29,722 0 111
CELANESE CORP DEL COM 150870103 14,275 95,290 SH   SOLE   95,290 0 0
CF INDS HLDGS INC COM 125269100 1,593 35,094 SH   SOLE   35,094 0 0
CHARLES RIV LABS INTL INC COM 159864107 18,824 64,947 SH   SOLE   64,911 0 36
CHEGG INC COM 163092109 9,036 105,488 SH   SOLE   105,488 0 0
CHEVRON CORP NEW COM 166764100 114,397 1,091,690 SH   SOLE   1,087,937 0 3,753
CIGNA CORP NEW COM 125523100 28,955 119,778 SH   SOLE   118,867 0 911
CIRRUS LOGIC INC COM 172755100 30,620 361,130 SH   SOLE   361,130 0 0
CISCO SYS INC COM 17275R102 32,039 619,599 SH   SOLE   615,059 0 4,540
CLOUDFLARE INC CL A COM 18915M107 5,182 73,756 SH   SOLE   73,756 0 0
COHU INC COM 192576106 25,357 606,055 SH   SOLE   606,055 0 0
COMCAST CORP NEW CL A 20030N101 101,020 1,866,929 SH   SOLE   1,858,597 0 8,332
COMMVAULT SYSTEMS INC COM 204166102 20,547 318,560 SH   SOLE   318,560 0 0
CONNECTONE BANCORP INC COM 20786W107 17,134 675,906 SH   SOLE   675,906 0 0
CONOCOPHILLIPS COM 20825C104 85,441 1,613,025 SH   SOLE   1,606,802 0 6,223
CONSTELLATION BRANDS INC CL A 21036P108 4,923 21,597 SH   SOLE   21,519 0 78
CRANE CO COM 224399105 5,024 53,496 SH   SOLE   53,496 0 0
DANA INC COM 235825205 28,546 1,173,270 SH   SOLE   1,173,270 0 0
DARDEN RESTAURANTS INC COM 237194105 46,561 327,886 SH   SOLE   326,072 0 1,814
DAVE & BUSTERS ENTMT INC COM 238337109 33,044 689,846 SH   SOLE   689,846 0 0
DECKERS OUTDOOR CORP COM 243537107 30,160 91,278 SH   SOLE   91,278 0 0
DEERE & CO COM 244199105 541 1,445 SH   SOLE   1,445 0 0
DELUXE CORP COM 248019101 33,426 796,604 SH   SOLE   796,604 0 0
DENTSPLY SIRONA INC COM 24906P109 262 4,101 SH   SOLE   4,101 0 0
DIAMONDBACK ENERGY INC COM 25278X109 16,869 229,541 SH   SOLE   229,541 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 29,852 2,898,261 SH   SOLE   2,898,261 0 0
DISNEY WALT CO COM 254687106 130,969 709,782 SH   SOLE   707,904 0 1,878
DOW INC COM 260557103 5,458 85,371 SH   SOLE   85,050 0 321
DTE ENERGY CO COM 233331107 45,221 339,652 SH   SOLE   337,318 0 2,334
DUKE ENERGY CORP NEW COM NEW 26441C204 80,972 838,827 SH   SOLE   835,409 0 3,418
ELASTIC N V ORD SHS N14506104 12,228 109,960 SH   SOLE   109,960 0 0
EMERSON ELEC CO COM 291011104 36,573 405,378 SH   SOLE   402,654 0 2,724
ENERSYS COM 29275Y102 7,207 79,369 SH   SOLE   79,369 0 0
ENPRO INDS INC COM 29355X107 21,041 246,759 SH   SOLE   246,759 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 15,595 315,434 SH   SOLE   315,434 0 0
EOG RES INC COM 26875P101 32,293 445,234 SH   SOLE   441,857 0 3,377
EQUITY LIFESTYLE PPTYS INC COM 29472R108 18,853 296,251 SH   SOLE   293,953 0 2,298
EVERBRIDGE INC COM 29978A104 14,531 119,916 SH   SOLE   119,916 0 0
EVEREST RE GROUP LTD COM G3223R108 13,955 56,315 SH   SOLE   56,315 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 29,577 1,124,618 SH   SOLE   1,124,618 0 0
EXACT SCIENCES CORP COM 30063P105 14,502 110,047 SH   SOLE   110,047 0 0
FACEBOOK INC CL A 30303M102 13,668 46,406 SH   SOLE   46,231 0 175
FIBROGEN INC COM 31572Q808 14,358 413,656 SH   SOLE   413,656 0 0
FIRST BANCORP N C COM 318910106 2,678 61,565 SH   SOLE   61,565 0 0
FIRST HORIZON CORPORATION COM 320517105 32,162 1,901,927 SH   SOLE   1,901,927 0 0
FIRST INDL RLTY TR INC COM 32054K103 23,650 516,493 SH   SOLE   516,493 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 2,470 53,644 SH   SOLE   53,644 0 0
FOX CORP CL A COM 35137L105 3,521 97,507 SH   SOLE   97,132 0 375
FRONTDOOR INC COM 35905A109 17,044 317,093 SH   SOLE   317,093 0 0
GENERAC HLDGS INC COM 368736104 22,345 68,240 SH   SOLE   68,240 0 0
GENERAL MTRS CO COM 37045V100 103,649 1,803,844 SH   SOLE   1,798,003 0 5,841
GLOBAL PMTS INC COM 37940X102 108,215 536,836 SH   SOLE   535,176 0 1,660
GRACE W R & CO DEL NEW COM 38388F108 13,636 227,792 SH   SOLE   227,792 0 0
GRAFTECH INTL LTD COM 384313508 31,160 2,547,856 SH   SOLE   2,547,856 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,215 66,880 SH   SOLE   66,880 0 0
GUESS INC COM 401617105 21,613 919,707 SH   SOLE   919,707 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 35,395 842,544 SH   SOLE   842,544 0 0
HANOVER INS GROUP INC COM 410867105 12,808 98,937 SH   SOLE   98,937 0 0
HARSCO CORP COM 415864107 16,376 954,872 SH   SOLE   954,872 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 80,919 1,211,545 SH   SOLE   1,207,682 0 3,863
HCA HEALTHCARE INC COM 40412C101 4,428 23,512 SH   SOLE   23,417 0 95
HERC HLDGS INC COM 42704L104 14,708 145,147 SH   SOLE   145,147 0 0
HERON THERAPEUTICS INC COM 427746102 16,823 1,037,795 SH   SOLE   1,037,795 0 0
HIGHWOODS PPTYS INC COM 431284108 2,150 50,060 SH   SOLE   50,060 0 0
HILL ROM HLDGS INC COM 431475102 26,902 243,497 SH   SOLE   241,638 0 1,859
HOLLYFRONTIER CORP COM 436106108 8,139 227,474 SH   SOLE   227,474 0 0
HOME BANCSHARES INC COM 436893200 12,970 479,471 SH   SOLE   479,471 0 0
HONEYWELL INTL INC COM 438516106 46,683 215,063 SH   SOLE   213,575 0 1,488
HORIZON BANCORP INC COM 440407104 2,627 141,366 SH   SOLE   141,366 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 39,546 429,664 SH   SOLE   429,664 0 0
HOST HOTELS & RESORTS INC COM 44107P104 15,315 908,899 SH   SOLE   908,899 0 0
HOSTESS BRANDS INC CL A 44109J106 3,114 217,174 SH   SOLE   217,174 0 0
HUNTSMAN CORP COM 447011107 28,498 988,483 SH   SOLE   981,643 0 6,840
INPHI CORP COM 45772F107 12,304 68,964 SH   SOLE   68,964 0 0
INTEL CORP COM 458140100 23,969 374,517 SH   SOLE   371,858 0 2,659
INTERCONTINENTAL EXCHANGE IN COM 45866F104 34,507 308,985 SH   SOLE   306,793 0 2,192
IOVANCE BIOTHERAPEUTICS INC COM 462260100 16,417 518,536 SH   SOLE   518,536 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 356 2,350 SH   SOLE   2,342 0 8
ITT INC COM 45073V108 2,450 26,946 SH   SOLE   26,946 0 0
J2 GLOBAL INC COM 48123V102 26,642 222,277 SH   SOLE   222,277 0 0
JACOBS ENGR GROUP INC COM 469814107 16,231 125,561 SH   SOLE   125,561 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 18,715 113,858 SH   SOLE   113,858 0 0
JOHNSON & JOHNSON COM 478160104 64,664 393,451 SH   SOLE   390,563 0 2,888
JPMORGAN CHASE & CO COM 46625H100 203,622 1,337,594 SH   SOLE   1,332,321 0 5,273
KAISER ALUMINUM CORP COM PAR $0.01 483007704 28,565 258,504 SH   SOLE   258,504 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 115,876 439,062 SH   SOLE   437,717 0 1,345
KB HOME COM 48666K109 27,816 597,815 SH   SOLE   597,815 0 0
KIMBERLY-CLARK CORP COM 494368103 663 4,770 SH   SOLE   4,770 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 5,677 118,034 SH   SOLE   117,679 0 355
KOHLS CORP COM 500255104 42,295 709,532 SH   SOLE   709,532 0 0
KRAFT HEINZ CO COM 500754106 4,688 117,202 SH   SOLE   116,788 0 414
L3HARRIS TECHNOLOGIES INC COM 502431109 5,095 25,138 SH   SOLE   25,075 0 63
LABORATORY CORP AMER HLDGS COM NEW 50540R409 951 3,730 SH   SOLE   3,730 0 0
LAM RESEARCH CORP COM 512807108 6,558 11,017 SH   SOLE   10,976 0 41
LAMAR ADVERTISING CO NEW CL A 512816109 14,450 153,851 SH   SOLE   153,851 0 0
LILLY ELI & CO COM 532457108 70,582 377,809 SH   SOLE   376,614 0 1,195
LINDE PLC SHS G5494J103 6,670 23,809 SH   SOLE   23,718 0 91
LITHIA MTRS INC CL A 536797103 46,763 119,877 SH   SOLE   119,877 0 0
LIVANOVA PLC SHS G5509L101 9,217 125,016 SH   SOLE   125,016 0 0
LOCKHEED MARTIN CORP COM 539830109 22,431 60,705 SH   SOLE   60,232 0 473
LOWES COS INC COM 548661107 88,533 465,523 SH   SOLE   464,084 0 1,439
MADDEN STEVEN LTD COM 556269108 19,015 510,326 SH   SOLE   510,326 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 15,969 1,391,051 SH   SOLE   1,391,051 0 0
MARRIOTT INTL INC NEW CL A 571903202 5,514 37,227 SH   SOLE   37,087 0 140
MARTIN MARIETTA MATLS INC COM 573284106 84,955 252,978 SH   SOLE   252,128 0 850
MASONITE INTL CORP COM 575385109 11,973 103,896 SH   SOLE   103,896 0 0
MASTEC INC COM 576323109 11,421 121,885 SH   SOLE   121,885 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,409 29,232 SH   SOLE   29,125 0 107
MEDPACE HLDGS INC COM 58506Q109 9,147 55,759 SH   SOLE   55,759 0 0
MEDTRONIC PLC SHS G5960L103 129,064 1,092,563 SH   SOLE   1,088,409 0 4,154
MERCK & CO. INC COM 58933Y105 28,790 373,457 SH   SOLE   370,659 0 2,798
MERIT MED SYS INC COM 589889104 11,200 187,048 SH   SOLE   187,048 0 0
MICRON TECHNOLOGY INC COM 595112103 96,000 1,088,312 SH   SOLE   1,084,624 0 3,688
MICROSOFT CORP COM 594918104 93,883 398,200 SH   SOLE   396,966 0 1,234
MID-AMER APT CMNTYS INC COM 59522J103 13,544 93,821 SH   SOLE   93,821 0 0
MKS INSTRS INC COM 55306N104 13,962 75,298 SH   SOLE   75,298 0 0
MONDELEZ INTL INC CL A 609207105 57,577 983,717 SH   SOLE   980,146 0 3,571
MYR GROUP INC DEL COM 55405W104 3,852 53,750 SH   SOLE   53,750 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,469 36,799 SH   SOLE   36,799 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 10,361 106,538 SH   SOLE   106,538 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 9,051 196,387 SH   SOLE   196,387 0 0
NEXTERA ENERGY INC COM 65339F101 23,307 308,250 SH   SOLE   306,127 0 2,123
NORTHROP GRUMMAN CORP COM 666807102 68,576 211,890 SH   SOLE   211,145 0 745
NOVAVAX INC COM NEW 670002401 16,672 91,955 SH   SOLE   91,955 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 1,442 33,054 SH   SOLE   33,054 0 0
NUVASIVE INC COM 670704105 17,408 265,521 SH   SOLE   265,521 0 0
NVIDIA CORPORATION COM 67066G104 6,790 12,716 SH   SOLE   12,667 0 49
NXP SEMICONDUCTORS N V COM N6596X109 5,070 25,181 SH   SOLE   25,082 0 99
OLD SECOND BANCORP INC ILL COM 680277100 1,387 104,971 SH   SOLE   104,971 0 0
ON SEMICONDUCTOR CORP COM 682189105 40,364 970,062 SH   SOLE   962,737 0 7,325
OWENS CORNING NEW COM 690742101 26,528 288,066 SH   SOLE   285,799 0 2,267
PARKER-HANNIFIN CORP COM 701094104 121,507 385,214 SH   SOLE   383,924 0 1,290
PAYPAL HLDGS INC COM 70450Y103 8,235 33,914 SH   SOLE   33,788 0 126
PENN NATL GAMING INC COM 707569109 31,618 301,584 SH   SOLE   301,584 0 0
PEPSICO INC COM 713448108 83,994 593,807 SH   SOLE   591,986 0 1,821
PERFORMANCE FOOD GROUP CO COM 71377A103 33,979 589,816 SH   SOLE   589,816 0 0
PETIQ INC COM CL A 71639T106 9,674 274,362 SH   SOLE   274,362 0 0
PHILLIPS 66 COM 718546104 20,532 251,797 SH   SOLE   249,953 0 1,844
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 3,676 211,635 SH   SOLE   211,635 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 46,333 522,589 SH   SOLE   522,589 0 0
PIONEER NAT RES CO COM 723787107 17,328 109,104 SH   SOLE   109,104 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 28,045 590,803 SH   SOLE   590,803 0 0
PROCTER AND GAMBLE CO COM 742718109 28,683 211,788 SH   SOLE   210,373 0 1,415
PROG HOLDINGS INC COM NPV 74319R101 2,666 61,595 SH   SOLE   61,595 0 0
PROGYNY INC COM 74340E103 15,549 349,346 SH   SOLE   349,346 0 0
PROLOGIS INC. COM 74340W103 86,282 813,982 SH   SOLE   811,020 0 2,962
PROTAGONIST THERAPEUTICS INC COM 74366E102 11,247 434,249 SH   SOLE   434,249 0 0
PRUDENTIAL FINL INC COM 744320102 39,040 428,550 SH   SOLE   425,226 0 3,324
PULTE GROUP INC COM 745867101 19,433 370,573 SH   SOLE   367,663 0 2,910
QCR HOLDINGS INC COM 74727A104 3,526 74,675 SH   SOLE   74,675 0 0
QTS RLTY TR INC COM CL A 74736A103 20,627 332,472 SH   SOLE   332,472 0 0
QUANTA SVCS INC COM 74762E102 112,213 1,275,435 SH   SOLE   1,271,992 0 3,443
RADIAN GROUP INC COM 750236101 32,944 1,416,956 SH   SOLE   1,416,956 0 0
REVANCE THERAPEUTICS INC COM 761330109 10,728 383,828 SH   SOLE   383,828 0 0
REVOLVE GROUP INC CL A 76156B107 17,799 396,160 SH   SOLE   396,160 0 0
REXNORD CORP COM 76169B102 30,488 647,433 SH   SOLE   647,433 0 0
RH COM 74967X103 29,415 49,304 SH   SOLE   49,304 0 0
SAIA INC COM 78709Y105 11,883 51,537 SH   SOLE   51,537 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 18,542 366,151 SH   SOLE   366,151 0 0
SANDY SPRING BANCORP INC COM 800363103 14,311 329,518 SH   SOLE   329,518 0 0
SCHLUMBERGER LTD COM 806857108 3,511 129,117 SH   SOLE   128,783 0 334
SCHWAB CHARLES CORP COM 808513105 112,668 1,728,566 SH   SOLE   1,723,694 0 4,872
SEACOAST BKG CORP FLA COM NEW 811707801 13,458 371,359 SH   SOLE   371,359 0 0
SEAWORLD ENTMT INC COM 81282V100 27,330 550,233 SH   SOLE   550,233 0 0
SELECTIVE INS GROUP INC COM 816300107 2,077 28,638 SH   SOLE   28,638 0 0
SERVICE CORP INTL COM 817565104 2,002 39,216 SH   SOLE   39,216 0 0
SILICON LABORATORIES INC COM 826919102 22,049 156,297 SH   SOLE   156,297 0 0
SKYWEST INC COM 830879102 30,353 557,137 SH   SOLE   557,137 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 6,820 661,532 SH   SOLE   661,532 0 0
SOUTHWEST AIRLS CO COM 844741108 70,745 1,158,617 SH   SOLE   1,154,543 0 4,074
SPROUT SOCIAL INC COM CL A 85209W109 17,683 306,140 SH   SOLE   306,140 0 0
SPX CORP COM 784635104 11,401 195,657 SH   SOLE   195,657 0 0
STATE STR CORP COM 857477103 102,391 1,218,797 SH   SOLE   1,214,566 0 4,231
STERIS PLC SHS USD G8473T100 2,049 10,755 SH   SOLE   10,755 0 0
STIFEL FINL CORP COM 860630102 12,538 195,717 SH   SOLE   195,717 0 0
STRYKER CORPORATION COM 863667101 1,478 6,069 SH   SOLE   6,069 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 14,992 367,263 SH   SOLE   367,263 0 0
SYNAPTICS INC COM 87157D109 2,199 16,242 SH   SOLE   16,242 0 0
SYNEOS HEALTH INC CL A 87166B102 20,131 265,405 SH   SOLE   265,405 0 0
TARGET CORP COM 87612E106 110,524 558,004 SH   SOLE   555,978 0 2,026
TCR2 THERAPEUTICS INC COM 87808K106 12,336 558,711 SH   SOLE   558,711 0 0
TELEFLEX INCORPORATED COM 879369106 8,399 20,215 SH   SOLE   20,215 0 0
TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 2,759 96,289 SH   SOLE   96,289 0 0
TEXTRON INC COM 883203101 66,439 1,184,716 SH   SOLE   1,180,798 0 3,918
THERMO FISHER SCIENTIFIC INC COM 883556102 96,815 212,136 SH   SOLE   211,320 0 816
TIMKEN CO COM 887389104 31,929 393,363 SH   SOLE   393,363 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 81,320 491,182 SH   SOLE   489,868 0 1,314
TRAVELERS COMPANIES INC COM 89417E109 22,321 148,412 SH   SOLE   147,326 0 1,086
TRUIST FINL CORP COM 89832Q109 46,436 796,251 SH   SOLE   790,385 0 5,866
TWO HBRS INVT CORP COM NEW 90187B408 3,510 478,892 SH   SOLE   478,892 0 0
TYSON FOODS INC CL A 902494103 57,127 768,868 SH   SOLE   766,583 0 2,285
UFP INDUSTRIES INC COM 90278Q108 3,959 52,208 SH   SOLE   52,208 0 0
UFP TECHNOLOGIES INC COM 902673102 2,188 43,924 SH   SOLE   43,924 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 15,148 260,989 SH   SOLE   260,989 0 0
UMPQUA HLDGS CORP COM 904214103 1,869 106,480 SH   SOLE   106,480 0 0
UNIFIRST CORP MASS COM 904708104 26,735 119,509 SH   SOLE   119,509 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 36,629 1,073,532 SH   SOLE   1,073,532 0 0
UNITEDHEALTH GROUP INC COM 91324P102 95,196 255,855 SH   SOLE   255,072 0 783
US FOODS HLDG CORP COM 912008109 3,921 102,880 SH   SOLE   102,487 0 393
VERITEX HLDGS INC COM 923451108 13,949 426,329 SH   SOLE   426,329 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 54,685 940,410 SH   SOLE   933,299 0 7,111
VERTEX PHARMACEUTICALS INC COM 92532F100 3,653 16,995 SH   SOLE   16,942 0 53
VIAVI SOLUTIONS INC COM 925550105 22,658 1,443,165 SH   SOLE   1,443,165 0 0
VONAGE HLDGS CORP COM 92886T201 21,389 1,809,522 SH   SOLE   1,809,522 0 0
WELLS FARGO CO NEW COM 949746101 99,145 2,537,629 SH   SOLE   2,528,486 0 9,143
WESTERN ALLIANCE BANCORP COM 957638109 22,725 240,629 SH   SOLE   240,629 0 0
WESTROCK CO COM 96145D105 21,413 411,404 SH   SOLE   408,231 0 3,173
WINTRUST FINL CORP COM 97650W108 18,040 237,994 SH   SOLE   237,994 0 0
WSFS FINL CORP COM 929328102 10,706 215,031 SH   SOLE   215,031 0 0
WW INTL INC COM 98262P101 9,107 291,149 SH   SOLE   291,149 0 0
XCEL ENERGY INC COM 98389B100 85,958 1,292,409 SH   SOLE   1,288,315 0 4,094
ZOETIS INC CL A 98978V103 684 4,341 SH   SOLE   4,341 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 9,992 204,333 SH   SOLE   204,333 0 0