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 149,510 11,634,989 SH   DFND 1 7,677,530 0 3,957,459
AFFILIATED MANAGERS GROUP COM 008252108 146 1,010 SH   DFND 1 1,010 0 0
ALBEMARLE CORP COM 012653101 56 660 SH   DFND 1 660 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 84,500 689,569 SH   DFND 1 461,356 0 228,213
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,682 34,809 SH   DFND 1 34,809 0 0
ALLEGIANT TRAVEL CO COM 01748X102 5,676 42,978 SH   DFND 1 37,328 0 5,650
ALPHABET INC CAP STK CL C 02079K107 113,232 145,676 SH   DFND 1 98,226 0 47,450
ALPHABET INC CAP STK CL A 02079K305 233 290 SH   DFND 1 290 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 8,555 2,681,821 SH   DFND 1 2,321,821 0 360,000
AMAZON COM INC COM 023135106 151,897 181,411 SH   DFND 1 119,881 0 61,530
AMBEV SA SPONSORED ADR 02319V103 7 1,230 SH   DFND 1 1,230 0 0
AMERICAN EXPRESS CO COM 025816109 124 1,930 SH   DFND 1 1,930 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 94,631 4,372,964 SH   DFND 1 2,990,204 0 1,382,760
AMERICAN INTL GROUP INC COM NEW 026874784 58,295 982,388 SH   DFND 1 654,338 0 328,050
AMERIPRISE FINL INC COM 03076C106 76,709 768,858 SH   DFND 1 520,181 0 248,677
APACHE CORP COM 037411105 100,314 1,570,593 SH   DFND 1 1,049,080 0 521,513
APPLE INC COM 037833100 541 4,785 SH   DFND 1 4,785 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 8,559 1,231,568 SH   DFND 1 1,071,228 0 160,340
ATHENAHEALTH INC COM 04685W103 108 860 SH   DFND 1 860 0 0
BALCHEM CORP COM 057665200 9,932 128,100 SH   DFND 1 111,060 0 17,040
BANK N S HALIFAX COM 064149107 7 140 SH   DFND 1 140 0 0
BANKRATE INC DEL COM 06647F102 10,800 1,273,550 SH   DFND 1 1,105,580 0 167,970
BENEFICIAL BANCORP INC COM 08171T102 7,958 540,990 SH   DFND 1 469,490 0 71,500
BIOMARIN PHARMACEUTICAL INC COM 09061G101 73 790 SH   DFND 1 790 0 0
BIOGEN INC COM 09062X103 134,343 429,170 SH   DFND 1 287,860 0 141,310
BOEING CO COM 097023105 70,492 535,084 SH   DFND 1 360,624 0 174,460
BOSTON BEER INC CL A 100557107 123 790 SH   DFND 1 790 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 107,966 2,002,340 SH   DFND 1 1,323,580 0 678,760
BROOKDALE SR LIVING INC COM 112463104 4,473 256,326 SH   DFND 1 222,716 0 33,610
CBS CORP NEW CL B 124857202 52,738 963,435 SH   DFND 1 653,478 0 309,957
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 68,069 966,060 SH   DFND 1 654,050 0 312,010
CSG SYS INTL INC COM 126349109 11,224 271,566 SH   DFND 1 236,246 0 35,320
CALPINE CORP COM NEW 131347304 125,657 9,941,211 SH   DFND 1 6,604,606 0 3,336,605
CANADIAN PAC RY LTD COM 13645T100 2,907 19,040 SH   DFND 1 19,040 0 0
CELGENE CORP COM 151020104 65,211 623,850 SH   DFND 1 409,190 0 214,660
CHUYS HLDGS INC COM 171604101 6,897 246,866 SH   DFND 1 214,016 0 32,850
CIRCOR INTL INC COM 17273K109 7,203 120,931 SH   DFND 1 105,031 0 15,900
CISCO SYS INC COM 17275R102 153,155 4,828,342 SH   DFND 1 3,190,952 0 1,637,390
CITIGROUP INC COM NEW 172967424 151,898 3,216,130 SH   DFND 1 2,123,261 0 1,092,869
CLEARWATER PAPER CORP COM 18538R103 5,687 87,940 SH   DFND 1 76,230 0 11,710
COCA COLA CO COM 191216100 306 7,220 SH   DFND 1 7,220 0 0
COLGATE PALMOLIVE CO COM 194162103 84,658 1,141,869 SH   DFND 1 775,269 0 366,600
CONSOL ENERGY INC COM 20854P109 84,649 4,408,801 SH   DFND 1 2,983,291 0 1,425,510
CONTINENTAL BLDG PRODS INC COM 211171103 9,679 461,129 SH   DFND 1 401,519 0 59,610
COPART INC COM 217204106 9,884 184,533 SH   DFND 1 160,503 0 24,030
CRITEO S A SPONS ADS 226718104 6,062 172,664 SH   DFND 1 149,424 0 23,240
DHI GROUP INC COM 23331S100 7,095 899,279 SH   DFND 1 781,329 0 117,950
DEVON ENERGY CORP NEW COM 25179M103 108,508 2,459,943 SH   DFND 1 1,603,339 0 856,604
DIAGEO P L C SPON ADR NEW 25243Q205 3,950 34,040 SH   DFND 1 34,040 0 0
DISNEY WALT CO COM DISNEY 254687106 163 1,750 SH   DFND 1 1,750 0 0
DISCOVER FINL SVCS COM 254709108 82,623 1,461,060 SH   DFND 1 981,880 0 479,180
DYNEGY INC NEW DEL COM 26817R108 5,049 407,515 SH   DFND 1 353,185 0 54,330
ENDOLOGIX INC COM 29266S106 9,303 726,811 SH   DFND 1 632,001 0 94,810
EPLUS INC COM 294268107 9,891 104,769 SH   DFND 1 90,839 0 13,930
EVERTEC INC COM 30040P103 9,830 585,832 SH   DFND 1 508,822 0 77,010
EXELON CORP COM 30161N101 91,126 2,737,340 SH   DFND 1 1,831,240 0 906,100
EXPRESS SCRIPTS HLDG CO COM 30219G108 69,223 981,463 SH   DFND 1 655,373 0 326,090
FACEBOOK INC CL A 30303M102 126 980 SH   DFND 1 980 0 0
FIREEYE INC COM 31816Q101 74 5,000 SH   DFND 1 5,000 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 13,198 418,841 SH   DFND 1 363,421 0 55,420
FOGO DE CHAO INC COM 344177100 2,669 252,497 SH   DFND 1 219,428 0 33,069
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 1,277 13,870 SH   DFND 1 13,870 0 0
GATX CORP COM 361448103 12,420 278,787 SH   DFND 1 242,267 0 36,520
GENTEX CORP COM 371901109 15,153 862,928 SH   DFND 1 749,838 0 113,090
GRAY TELEVISION INC COM 389375106 13,019 1,256,700 SH   DFND 1 1,090,290 0 166,410
HANCOCK HLDG CO COM 410120109 10,514 324,209 SH   DFND 1 281,709 0 42,500
HARTFORD FINL SVCS GROUP INC COM 416515104 60,754 1,418,820 SH   DFND 1 935,120 0 483,700
HEALTHEQUITY INC COM 42226A107 18,694 493,904 SH   DFND 1 429,024 0 64,880
HEICO CORP NEW COM 422806109 10,216 147,627 SH   DFND 1 128,187 0 19,440
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 8,736 569,498 SH   DFND 1 493,035 0 76,463
ICF INTL INC COM 44925C103 11,955 269,751 SH   DFND 1 234,251 0 35,500
INC RESH HLDGS INC CL A 45329R109 5,205 116,758 SH   DFND 1 100,968 0 15,790
INTER PARFUMS INC COM 458334109 3,975 123,173 SH   DFND 1 106,013 0 17,160
INTERCONTINENTAL EXCHANGE IN COM 45866F104 135 500 SH   DFND 1 500 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 76 530 SH   DFND 1 530 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 6,200 390,435 SH   DFND 1 338,195 0 52,240
JPMORGAN CHASE & CO COM 46625H100 154 2,320 SH   DFND 1 2,320 0 0
KKR & CO L P DEL COM UNITS 48248M102 43,481 3,049,180 SH   DFND 1 2,041,890 0 1,007,290
KINSALE CAP GROUP INC COM 49714P108 6,390 290,460 SH   DFND 1 252,370 0 38,090
LANDSTAR SYS INC COM 515098101 9,486 139,331 SH   DFND 1 121,150 0 18,181
LAUDER ESTEE COS INC CL A 518439104 124 1,400 SH   DFND 1 1,400 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 13,844 437,677 SH   DFND 1 380,637 0 57,040
LENNOX INTL INC COM 526107107 79 500 SH   DFND 1 500 0 0
LEXINGTON REALTY TRUST COM 529043101 7,056 685,084 SH   DFND 1 595,424 0 89,660
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 6,765 66,285 SH   DFND 1 57,555 0 8,730
LOWES COS INC COM 548661107 91,619 1,268,786 SH   DFND 1 851,026 0 417,760
LULULEMON ATHLETICA INC COM 550021109 315 5,170 SH   DFND 1 5,170 0 0
MTS SYS CORP COM 553777103 7,764 168,670 SH   DFND 1 146,380 0 22,290
MAIN STREET CAPITAL CORP COM 56035L104 9,144 266,366 SH   DFND 1 231,468 0 34,898
MANHATTAN ASSOCS INC COM 562750109 7,024 121,903 SH   DFND 1 105,985 0 15,918
MARTEN TRANS LTD COM 573075108 6,487 308,912 SH   DFND 1 267,432 0 41,480
MATSON INC COM 57686G105 9,279 232,683 SH   DFND 1 201,883 0 30,800
MEDPACE HLDGS INC COM 58506Q109 6,194 207,438 SH   DFND 1 180,148 0 27,290
METHODE ELECTRS INC COM 591520200 11,786 337,019 SH   DFND 1 292,589 0 44,430
METLIFE INC COM 59156R108 122,821 2,764,374 SH   DFND 1 1,839,759 0 924,615
METTLER TOLEDO INTERNATIONAL COM 592688105 2,284 5,440 SH   DFND 1 5,440 0 0
MICROSOFT CORP COM 594918104 174,551 3,030,402 SH   DFND 1 1,992,302 0 1,038,100
MOLINA HEALTHCARE INC COM 60855R100 7,182 123,140 SH   DFND 1 107,050 0 16,090
MONRO MUFFLER BRAKE INC COM 610236101 11,363 185,765 SH   DFND 1 161,535 0 24,230
MOSAIC CO NEW COM 61945C103 42,316 1,730,026 SH   DFND 1 1,181,602 0 548,424
MURPHY USA INC COM 626755102 11,625 162,904 SH   DFND 1 141,334 0 21,570
NIKE INC CL B 654106103 91 1,720 SH   DFND 1 1,720 0 0
NOVO-NORDISK A S ADR 670100205 2,794 67,170 SH   DFND 1 67,170 0 0
ONEMAIN HLDGS INC COM 68268W103 14,407 465,490 SH   DFND 1 403,760 0 61,730
ORACLE CORP COM 68389X105 146,036 3,717,812 SH   DFND 1 2,488,438 0 1,229,374
PNM RES INC COM 69349H107 8,892 271,767 SH   DFND 1 236,227 0 35,540
PRA GROUP INC COM 69354N106 9,800 283,722 SH   DFND 1 246,345 0 37,377
PACCAR INC COM 693718108 66,692 1,134,603 SH   DFND 1 769,898 0 364,705
PENNANTPARK INVT CORP COM 708062104 7,466 992,805 SH   DFND 1 860,583 0 132,222
PLANET FITNESS INC CL A 72703H101 6,070 302,421 SH   DFND 1 262,461 0 39,960
POPULAR INC COM NEW 733174700 10,143 265,394 SH   DFND 1 230,164 0 35,230
PORTLAND GEN ELEC CO COM NEW 736508847 9,148 214,803 SH   DFND 1 186,763 0 28,040
POTBELLY CORP COM 73754Y100 7,457 599,894 SH   DFND 1 519,974 0 79,920
POTLATCH CORP NEW COM 737630103 10,829 278,451 SH   DFND 1 242,101 0 36,350
POWER INTEGRATIONS INC COM 739276103 7,183 113,959 SH   DFND 1 98,939 0 15,020
PROASSURANCE CORP COM 74267C106 12,200 232,477 SH   DFND 1 201,937 0 30,540
PULTE GROUP INC COM 745867101 79,142 3,949,207 SH   DFND 1 2,627,373 0 1,321,834
Q2 HLDGS INC COM 74736L109 12,385 432,146 SH   DFND 1 375,596 0 56,550
QUALCOMM INC COM 747525103 101,836 1,486,660 SH   DFND 1 988,860 0 497,800
RADIAN GROUP INC COM 750236101 8,572 632,590 SH   DFND 1 550,120 0 82,470
RALPH LAUREN CORP CL A 751212101 85,299 843,376 SH   DFND 1 561,426 0 281,950
REALOGY HLDGS CORP COM 75605Y106 102,909 3,979,470 SH   DFND 1 2,643,960 0 1,335,510
RED HAT INC COM 756577102 149 1,840 SH   DFND 1 1,840 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 6,274 139,613 SH   DFND 1 121,133 0 18,480
ROCKWELL AUTOMATION INC COM 773903109 86,853 709,930 SH   DFND 1 467,050 0 242,880
ROCKWELL COLLINS INC COM 774341101 164 1,950 SH   DFND 1 1,950 0 0
RUSH ENTERPRISES INC CL A 781846209 9,047 369,580 SH   DFND 1 321,110 0 48,470
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 2,785 37,115 SH   DFND 1 37,115 0 0
SALESFORCE COM INC COM 79466L302 138 1,940 SH   DFND 1 1,940 0 0
SANCHEZ ENERGY CORP COM 79970Y105 8,422 952,723 SH   DFND 1 827,743 0 124,980
SAP SE SPON ADR 803054204 4,216 46,123 SH   DFND 1 46,123 0 0
SCHLUMBERGER LTD COM 806857108 2,886 36,700 SH   DFND 1 36,700 0 0
SEMTECH CORP COM 816850101 10,927 394,044 SH   DFND 1 342,424 0 51,620
SERVICE CORP INTL COM 817565104 15,418 580,933 SH   DFND 1 504,693 0 76,240
SERVICENOW INC COM 81762P102 74 940 SH   DFND 1 940 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 124 4,310 SH   DFND 1 4,310 0 0
STARBUCKS CORP COM 855244109 272 5,020 SH   DFND 1 5,020 0 0
STEEL DYNAMICS INC COM 858119100 6,780 271,301 SH   DFND 1 235,203 0 36,098
STERICYCLE INC COM 858912108 72,072 899,330 SH   DFND 1 596,730 0 302,600
SUMMIT HOTEL PPTYS COM 866082100 8,950 680,060 SH   DFND 1 590,440 0 89,620
SUNCOR ENERGY INC NEW COM 867224107 2,338 84,160 SH   DFND 1 84,160 0 0
SURGICAL CARE AFFILIATES INC COM 86881L106 7,924 162,519 SH   DFND 1 141,333 0 21,186
SYNCHRONY FINL COM 87165B103 145,442 5,194,360 SH   DFND 1 3,429,650 0 1,764,710
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,918 62,699 SH   DFND 1 62,699 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 7,409 420,978 SH   DFND 1 365,828 0 55,150
TESLA MTRS INC COM 88160R101 59 290 SH   DFND 1 290 0 0
TREEHOUSE FOODS INC COM 89469A104 13,176 151,114 SH   DFND 1 131,217 0 19,897
TRIANGLE CAP CORP COM 895848109 7,990 405,592 SH   DFND 1 353,788 0 51,804
TWITTER INC COM 90184L102 114 4,950 SH   DFND 1 4,950 0 0
2U INC COM 90214J101 13,358 348,851 SH   DFND 1 302,901 0 45,950
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 72 1,020 SH   DFND 1 1,020 0 0
UNITED CONTL HLDGS INC COM 910047109 93,023 1,772,876 SH   DFND 1 1,231,186 0 541,690
UNITED NAT FOODS INC COM 911163103 9,082 226,830 SH   DFND 1 196,850 0 29,980
UNITEDHEALTH GROUP INC COM 91324P102 101,663 726,162 SH   DFND 1 469,885 0 256,277
VEECO INSTRS INC DEL COM 922417100 8,656 440,954 SH   DFND 1 383,684 0 57,270
VERTEX PHARMACEUTICALS INC COM 92532F100 57 650 SH   DFND 1 650 0 0
VISA INC COM CL A 92826C839 98 1,190 SH   DFND 1 1,190 0 0
WASHINGTON FED INC COM 938824109 13,029 488,350 SH   DFND 1 424,090 0 64,260
WEBMD HEALTH CORP COM 94770V102 8,905 179,172 SH   DFND 1 155,492 0 23,680
WELLS FARGO & CO NEW COM 949746101 148,392 3,351,216 SH   DFND 1 2,235,966 0 1,115,250
WORKDAY INC CL A 98138H101 82 890 SH   DFND 1 890 0 0
YAHOO INC COM 984332106 52,454 1,217,033 SH   DFND 1 794,823 0 422,210
ALLERGAN PLC SHS G0177J108 115,206 500,220 SH   DFND 1 337,460 0 162,760
ASSURED GUARANTY LTD COM G0585R106 8,209 295,811 SH   DFND 1 257,371 0 38,440
ICON PLC SHS G4705A100 2,521 32,580 SH   DFND 1 32,580 0 0
QUOTIENT LTD SHS G73268107 9,840 1,258,254 SH   DFND 1 1,091,824 0 166,430
TRITON INTL LTD CL A G9078F107 6,541 495,914 SH   DFND 1 429,144 0 66,770
UBS GROUP AG SHS H42097107 2,076 152,390 SH   DFND 1 152,390 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,491 32,090 SH   DFND 1 32,090 0 0
FRANKS INTL N V COM N33462107 5,951 457,746 SH   DFND 1 396,756 0 60,990
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 1,199 28,170 SH   DFND 1 28,170 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 62,853 779,231 SH   DFND 1 522,872 0 256,359
MYLAN N V SHS EURO N59465109 44,944 1,179,020 SH   DFND 1 790,037 0 388,983
NXP SEMICONDUCTORS N V COM N6596X109 154,676 1,516,286 SH   DFND 1 1,005,797 0 510,489
PROQR THRAPEUTICS N V SHS EURO N71542109 74 11,100 SH   DFND 1 11,100 0 0