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
AES CORP COM 00130H105 121,355 12,680,739 SH   DFND 1 8,594,960 0 4,085,779
ABBVIE INC COM 00287Y109 76,778 1,296,052 SH   DFND 1 896,333 0 399,719
AETNA INC NEW COM 00817Y108 66 610 SH   DFND 1 610 0 0
AFFILIATED MANAGERS GROUP COM 008252108 104 650 SH   DFND 1 650 0 0
ALBEMARLE CORP COM 012653101 94,829 1,693,064 SH   DFND 1 1,154,824 0 538,240
ALEXION PHARMACEUTICALS INC COM 015351109 71,551 375,104 SH   DFND 1 257,541 0 117,563
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,233 39,780 SH   DFND 1 39,780 0 0
ALLEGIANT TRAVEL CO COM 01748X102 6,874 40,960 SH   DFND 1 35,440 0 5,520
ALPHABET INC CAP STK CL C 02079K107 220 290 SH   DFND 1 290 0 0
ALPHABET INC CAP STK CL A 02079K305 226 290 SH   DFND 1 290 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 3,789 2,004,747 SH   DFND 1 1,733,517 0 271,230
AMAZON COM INC COM 023135106 161,405 238,803 SH   DFND 1 163,543 0 75,260
AMBEV SA SPONSORED ADR 02319V103 9 2,040 SH   DFND 1 2,040 0 0
AMERICAN EXPRESS CO COM 025816109 52,717 757,967 SH   DFND 1 515,197 0 242,770
AMERICAN HOMES 4 RENT CL A 02665T306 110,923 6,658,054 SH   DFND 1 4,624,104 0 2,033,950
AMERICAN INTL GROUP INC COM NEW 026874784 140,258 2,263,328 SH   DFND 1 1,541,428 0 721,900
AMGEN INC COM 031162100 122,176 752,642 SH   DFND 1 512,822 0 239,820
APACHE CORP COM 037411105 83,747 1,883,228 SH   DFND 1 1,283,548 0 599,680
APPLE INC COM 037833100 2,387 22,675 SH   DFND 1 22,675 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 6,941 1,089,652 SH   DFND 1 942,832 0 146,820
ATHENAHEALTH INC COM 04685W103 122 760 SH   DFND 1 760 0 0
BALCHEM CORP COM 057665200 11,390 187,330 SH   DFND 1 162,090 0 25,240
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 1,421 193,796 SH   DFND 1 193,796 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 83 790 SH   DFND 1 790 0 0
BIOGEN INC COM 09062X103 72,767 237,530 SH   DFND 1 160,940 0 76,590
BLUE BUFFALO PET PRODS INC COM 09531U102 77 4,140 SH   DFND 1 4,140 0 0
BOEING CO COM 097023105 81,403 562,994 SH   DFND 1 388,534 0 174,460
BOSTON BEER INC CL A 100557107 107 530 SH   DFND 1 530 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 211 3,070 SH   DFND 1 3,070 0 0
BROOKDALE SR LIVING INC COM 112463104 4,489 243,191 SH   DFND 1 210,381 0 32,810
BROWN FORMAN CORP CL B 115637209 136 1,370 SH   DFND 1 1,370 0 0
CBS CORP NEW CL B 124857202 67 1,430 SH   DFND 1 1,430 0 0
CSG SYS INTL INC COM 126349109 15,422 428,640 SH   DFND 1 369,560 0 59,080
CABOT OIL & GAS CORP COM 127097103 45 2,570 SH   DFND 1 2,570 0 0
CALPINE CORP COM NEW 131347304 164,795 11,388,731 SH   DFND 1 7,718,576 0 3,670,155
CARMIKE CINEMAS INC COM 143436400 5,050 220,154 SH   DFND 1 190,464 0 29,690
CELGENE CORP COM 151020104 156 1,300 SH   DFND 1 1,300 0 0
CHUYS HLDGS INC COM 171604101 9,170 292,604 SH   DFND 1 253,164 0 39,440
CIRCOR INTL INC COM 17273K109 5,427 128,760 SH   DFND 1 111,410 0 17,350
CISCO SYS INC COM 17275R102 138,898 5,115,022 SH   DFND 1 3,463,802 0 1,651,220
CITIGROUP INC COM NEW 172967424 176,008 3,401,123 SH   DFND 1 2,308,254 0 1,092,869
COCA COLA CO COM 191216100 259 6,030 SH   DFND 1 6,030 0 0
COLGATE PALMOLIVE CO COM 194162103 79,505 1,193,405 SH   DFND 1 826,805 0 366,600
CONSOL ENERGY INC COM 20854P109 35,647 4,512,221 SH   DFND 1 3,086,711 0 1,425,510
CONTINENTAL BLDG PRODS INC COM 211171103 7,648 438,030 SH   DFND 1 379,830 0 58,200
COPART INC COM 217204106 11,791 310,199 SH   DFND 1 268,399 0 41,800
CRITEO S A SPONS ADS 226718104 6,517 164,583 SH   DFND 1 142,323 0 22,260
DHI GROUP INC COM 23331S100 7,830 853,890 SH   DFND 1 738,730 0 115,160
DEVON ENERGY CORP NEW COM 25179M103 67,070 2,095,953 SH   DFND 1 1,414,049 0 681,904
DIAGEO P L C SPON ADR NEW 25243Q205 3,352 30,730 SH   DFND 1 30,730 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,301 64,290 SH   DFND 1 55,610 0 8,680
DISNEY WALT CO COM DISNEY 254687106 152 1,450 SH   DFND 1 1,450 0 0
DYNEGY INC NEW DEL COM 26817R108 5,289 394,690 SH   DFND 1 341,650 0 53,040
E M C CORP MASS COM 268648102 129,442 5,040,568 SH   DFND 1 3,452,508 0 1,588,060
EOG RES INC COM 26875P101 65 920 SH   DFND 1 920 0 0
EBAY INC COM 278642103 51,510 1,874,450 SH   DFND 1 1,281,219 0 593,231
ENDOLOGIX INC COM 29266S106 6,133 619,510 SH   DFND 1 535,900 0 83,610
EPLUS INC COM 294268107 9,334 100,090 SH   DFND 1 86,150 0 13,940
EVERTEC INC COM 30040P103 11,266 673,020 SH   DFND 1 582,320 0 90,700
EXELON CORP COM 30161N101 90 3,230 SH   DFND 1 3,230 0 0
EXPEDIA INC DEL COM NEW 30212P303 57,951 466,219 SH   DFND 1 319,889 0 146,330
EXPRESS SCRIPTS HLDG CO COM 30219G108 113,842 1,302,396 SH   DFND 1 888,086 0 414,310
FACEBOOK INC CL A 30303M102 240 2,290 SH   DFND 1 2,290 0 0
FIREEYE INC COM 31816Q101 104 5,000 SH   DFND 1 5,000 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 12,988 446,771 SH   DFND 1 385,101 0 61,670
FOGO DE CHAO INC COM 344177100 4,970 327,858 SH   DFND 1 283,678 0 44,180
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 1,724 18,670 SH   DFND 1 18,670 0 0
GATX CORP COM 361448103 7,933 186,448 SH   DFND 1 161,318 0 25,130
GENTEX CORP COM 371901109 13,259 828,150 SH   DFND 1 714,930 0 113,220
GENWORTH FINL INC COM CL A 37247D106 35,535 9,526,865 SH   DFND 1 6,450,055 0 3,076,810
HAEMONETICS CORP COM 405024100 4,791 148,600 SH   DFND 1 128,570 0 20,030
HANCOCK HLDG CO COM 410120109 7,746 307,740 SH   DFND 1 266,250 0 41,490
HARTFORD FINL SVCS GROUP INC COM 416515104 65,557 1,508,450 SH   DFND 1 1,025,419 0 483,031
HEICO CORP NEW COM 422806109 10,181 187,291 SH   DFND 1 162,051 0 25,240
ICF INTL INC COM 44925C103 8,320 233,963 SH   DFND 1 202,603 0 31,360
IMPERVA INC COM 45321L100 8 130 SH   DFND 1 130 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 84 700 SH   DFND 1 700 0 0
JPMORGAN CHASE & CO COM 46625H100 125,277 1,897,276 SH   DFND 1 1,286,396 0 610,880
KKR & CO L P DEL COM UNITS 48248M102 47,076 3,019,630 SH   DFND 1 2,012,340 0 1,007,290
KNOWLES CORP COM 49926D109 5,607 420,660 SH   DFND 1 364,660 0 56,000
KOPPERS HOLDINGS INC COM 50060P106 6 310 SH   DFND 1 310 0 0
LANDSTAR SYS INC COM 515098101 9,819 167,422 SH   DFND 1 144,861 0 22,561
LAS VEGAS SANDS CORP COM 517834107 127 2,900 SH   DFND 1 2,900 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 6,917 276,470 SH   DFND 1 239,210 0 37,260
LEXINGTON REALTY TRUST COM 529043101 5,521 690,140 SH   DFND 1 597,700 0 92,440
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 6,851 63,190 SH   DFND 1 54,670 0 8,520
LOWES COS INC COM 548661107 99,901 1,313,796 SH   DFND 1 896,036 0 417,760
LULULEMON ATHLETICA INC COM 550021109 5 100 SH   DFND 1 100 0 0
MAIN STREET CAPITAL CORP COM 56035L104 10,379 356,926 SH   DFND 1 307,794 0 49,132
MANHATTAN ASSOCS INC COM 562750109 7,777 117,538 SH   DFND 1 101,340 0 16,198
MARKETAXESS HLDGS INC COM 57060D108 13,064 117,070 SH   DFND 1 101,300 0 15,770
MARTEN TRANS LTD COM 573075108 5,201 293,845 SH   DFND 1 253,345 0 40,500
MATSON INC COM 57686G105 6,238 146,330 SH   DFND 1 126,610 0 19,720
MCDONALDS CORP COM 580135101 111,538 944,116 SH   DFND 1 644,511 0 299,605
MERCK & CO INC NEW COM 58933Y105 140,654 2,662,887 SH   DFND 1 1,795,447 0 867,440
METHODE ELECTRS INC COM 591520200 10,247 321,930 SH   DFND 1 278,550 0 43,380
METTLER TOLEDO INTERNATIONAL COM 592688105 3,435 10,130 SH   DFND 1 10,130 0 0
MICROSOFT CORP COM 594918104 209,667 3,779,140 SH   DFND 1 2,570,510 0 1,208,630
MONRO MUFFLER BRAKE INC COM 610236101 11,627 175,580 SH   DFND 1 151,920 0 23,660
MOSAIC CO NEW COM 61945C103 64 2,320 SH   DFND 1 2,320 0 0
MURPHY USA INC COM 626755102 11,374 187,260 SH   DFND 1 162,020 0 25,240
NASDAQ INC COM 631103108 169 2,910 SH   DFND 1 2,910 0 0
NIKE INC CL B 654106103 220 3,520 SH   DFND 1 3,520 0 0
NOVO-NORDISK A S ADR 670100205 3,913 67,370 SH   DFND 1 67,370 0 0
ONEMAIN HLDGS INC COM 68268W103 17,583 423,272 SH   DFND 1 364,832 0 58,440
ORACLE CORP COM 68389X105 125,005 3,421,992 SH   DFND 1 2,313,728 0 1,108,264
PNM RES INC COM 69349H107 8,989 294,060 SH   DFND 1 253,360 0 40,700
PRA GROUP INC COM 69354N106 6,497 187,277 SH   DFND 1 162,040 0 25,237
PACCAR INC COM 693718108 53,716 1,133,241 SH   DFND 1 768,536 0 364,705
PENNANTPARK INVT CORP COM 708062104 4,336 701,640 SH   DFND 1 607,790 0 93,850
PLANET FITNESS INC CL A 72703H101 5,489 351,160 SH   DFND 1 303,840 0 47,320
POOL CORPORATION COM 73278L105 5,544 68,625 SH   DFND 1 59,272 0 9,353
PORTLAND GEN ELEC CO COM NEW 736508847 11,966 329,010 SH   DFND 1 283,740 0 45,270
POTBELLY CORP COM 73754Y100 8,224 702,280 SH   DFND 1 607,630 0 94,650
POTLATCH CORP NEW COM 737630103 7,964 263,360 SH   DFND 1 227,870 0 35,490
POWER INTEGRATIONS INC COM 739276103 6,832 140,490 SH   DFND 1 121,560 0 18,930
PRESS GANEY HLDGS INC COM 74113L102 9,295 294,620 SH   DFND 1 253,400 0 41,220
PROASSURANCE CORP COM 74267C106 11,668 240,424 SH   DFND 1 208,024 0 32,400
PRIVATEBANCORP INC COM 742962103 139 3,377 SH   DFND 1 3,377 0 0
PULTE GROUP INC COM 745867101 118,321 6,639,790 SH   DFND 1 4,503,815 0 2,135,975
QLIK TECHNOLOGIES INC COM 74733T105 114 3,600 SH   DFND 1 3,600 0 0
Q2 HLDGS INC COM 74736L109 10,803 409,680 SH   DFND 1 354,470 0 55,210
RALPH LAUREN CORP CL A 751212101 73,566 659,906 SH   DFND 1 450,556 0 209,350
REALOGY HLDGS CORP COM 75605Y106 69,963 1,907,910 SH   DFND 1 1,283,460 0 624,450
RED HAT INC COM 756577102 2,285 27,590 SH   DFND 1 27,590 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 6,865 111,190 SH   DFND 1 96,200 0 14,990
ROCKWELL AUTOMATION INC COM 773903109 77,732 757,550 SH   DFND 1 514,670 0 242,880
ROCKWELL COLLINS INC COM 774341101 114 1,240 SH   DFND 1 1,240 0 0
ROUSE PPTYS INC COM 779287101 8,058 553,400 SH   DFND 1 476,360 0 77,040
RUSH ENTERPRISES INC CL A 781846209 7,687 351,174 SH   DFND 1 303,854 0 47,320
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 3,209 37,115 SH   DFND 1 37,115 0 0
SALESFORCE COM INC COM 79466L302 270 3,450 SH   DFND 1 3,450 0 0
SANCHEZ ENERGY CORP COM 79970Y105 2,931 680,010 SH   DFND 1 587,620 0 92,390
SAP SE SPON ADR 803054204 3,958 50,040 SH   DFND 1 50,040 0 0
SCHLUMBERGER LTD COM 806857108 3,101 44,460 SH   DFND 1 44,460 0 0
SEMTECH CORP COM 816850101 7,075 373,930 SH   DFND 1 323,530 0 50,400
SERVICE CORP INTL COM 817565104 14,682 564,277 SH   DFND 1 486,427 0 77,850
SERVICENOW INC COM 81762P102 241 2,780 SH   DFND 1 2,780 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 54 1,650 SH   DFND 1 1,650 0 0
SPIRIT AIRLS INC COM 848577102 67 1,670 SH   DFND 1 1,670 0 0
STARBUCKS CORP COM 855244109 1,616 26,920 SH   DFND 1 26,920 0 0
STEEL DYNAMICS INC COM 858119100 87,074 4,872,614 SH   DFND 1 3,389,558 0 1,483,056
SUMMIT HOTEL PPTYS COM 866082100 7,740 647,690 SH   DFND 1 557,460 0 90,230
SUNCOR ENERGY INC NEW COM 867224107 2,263 87,730 SH   DFND 1 87,730 0 0
SURGICAL CARE AFFILIATES INC COM 86881L106 10,207 256,397 SH   DFND 1 221,200 0 35,197
SYNCHRONY FINL COM 87165B103 87,060 2,862,870 SH   DFND 1 1,936,110 0 926,760
TALMER BANCORP INC COM 87482X101 11,660 643,860 SH   DFND 1 557,100 0 86,760
TAYLOR MORRISON HOME CORP CL A 87724P106 6,388 399,220 SH   DFND 1 345,380 0 53,840
TESLA MTRS INC COM 88160R101 130 540 SH   DFND 1 540 0 0
TREEHOUSE FOODS INC COM 89469A104 14,694 187,282 SH   DFND 1 162,042 0 25,240
TRIANGLE CAP CORP COM 895848109 6,647 347,835 SH   DFND 1 302,225 0 45,610
TWITTER INC COM 90184L102 69 2,990 SH   DFND 1 2,990 0 0
2U INC COM 90214J101 8,492 303,510 SH   DFND 1 263,220 0 40,290
U S SILICA HLDGS INC COM 90346E103 7,668 409,416 SH   DFND 1 354,556 0 54,860
UNITED CONTL HLDGS INC COM 910047109 100,963 1,762,014 SH   DFND 1 1,220,324 0 541,690
UNITED RENTALS INC COM 911363109 29,229 402,940 SH   DFND 1 265,460 0 137,480
UNITEDHEALTH GROUP INC COM 91324P102 97,853 831,797 SH   DFND 1 575,520 0 256,277
URBAN OUTFITTERS INC COM 917047102 69 3,030 SH   DFND 1 3,030 0 0
VEECO INSTRS INC DEL COM 922417100 5,070 246,610 SH   DFND 1 212,790 0 33,820
VEEVA SYS INC CL A COM 922475108 108 3,740 SH   DFND 1 3,740 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 82 650 SH   DFND 1 650 0 0
VIRGIN AMER INC COM VTG 92765X208 10 280 SH   DFND 1 280 0 0
WASHINGTON FED INC COM 938824109 11,088 465,290 SH   DFND 1 402,550 0 62,740
WEBMD HEALTH CORP COM 94770V102 11,640 241,000 SH   DFND 1 207,750 0 33,250
WELLS FARGO & CO NEW COM 949746101 144,275 2,654,064 SH   DFND 1 1,800,674 0 853,390
WOODWARD INC COM 980745103 10,725 215,959 SH   DFND 1 186,854 0 29,105
WORKDAY INC CL A 98138H101 104 1,310 SH   DFND 1 1,310 0 0
YAHOO INC COM 984332106 112,039 3,368,583 SH   DFND 1 2,305,273 0 1,063,310
ALLERGAN PLC SHS G0177J108 2,641 8,450 SH   DFND 1 8,450 0 0
ASSURED GUARANTY LTD COM G0585R106 9,282 351,195 SH   DFND 1 303,875 0 47,320
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 140 1,340 SH   DFND 1 1,340 0 0
ICON PLC SHS G4705A100 4,621 59,470 SH   DFND 1 59,470 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 40,910 291,050 SH   DFND 1 194,990 0 96,060
LIVANOVA PLC SHS G5509L101 11,457 192,984 SH   DFND 1 166,954 0 26,030
QUOTIENT LTD SHS G73268107 14,612 913,219 SH   DFND 1 790,219 0 123,000
PERRIGO CO PLC SHS G97822103 68,534 473,630 SH   DFND 1 321,450 0 152,180
ACE LTD SHS H0023R105 89 760 SH   DFND 1 760 0 0
UBS GROUP AG SHS H42097107 3,043 157,100 SH   DFND 1 157,100 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,611 32,090 SH   DFND 1 32,090 0 0
AVG TECHNOLOGIES N V SHS N07831105 9,151 456,431 SH   DFND 1 394,911 0 61,520
FRANKS INTL N V COM N33462107 9,768 585,240 SH   DFND 1 506,370 0 78,870
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 1,657 39,200 SH   DFND 1 39,200 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 74,892 861,819 SH   DFND 1 581,030 0 280,789
NXP SEMICONDUCTORS N V COM N6596X109 121,530 1,442,487 SH   DFND 1 979,078 0 463,409
PROQR THRAPEUTICS N V SHS EURO N71542109 157 18,100 SH   DFND 1 18,100 0 0