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 97,743 8,411,597 SH   DFND 1 7,029,050 0 1,382,547
AFFILIATED MANAGERS GROUP COM 008252108 147 1,010 SH   DFND 1 1,010 0 0
ALBEMARLE CORP COM 012653101 91 1,060 SH   DFND 1 1,060 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 84,406 689,877 SH   DFND 1 576,676 0 113,201
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,354 26,809 SH   DFND 1 26,809 0 0
ALLEGIANT TRAVEL CO COM 01748X102 8,746 52,558 SH   DFND 1 38,798 0 13,760
ALPHABET INC CAP STK CL C 02079K107 87,578 113,470 SH   DFND 1 95,976 0 17,494
ALPHABET INC CAP STK CL A 02079K305 230 290 SH   DFND 1 290 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 10,131 3,289,261 SH   DFND 1 2,412,711 0 876,550
AMAZON COM INC COM 023135106 91,581 122,129 SH   DFND 1 101,979 0 20,150
AMBEV SA SPONSORED ADR 02319V103 6 1,230 SH   DFND 1 1,230 0 0
AMERICAN EXPRESS CO COM 025816109 113 1,530 SH   DFND 1 1,530 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 71,594 3,412,484 SH   DFND 1 2,805,204 0 607,280
AMERICAN INTL GROUP INC COM NEW 026874784 19 290 SH   DFND 1 290 0 0
AMERIPRISE FINL INC COM 03076C106 76,455 689,155 SH   DFND 1 575,821 0 113,334
APACHE CORP COM 037411105 76,678 1,208,091 SH   DFND 1 1,017,330 0 190,761
APPLE INC COM 037833100 334 2,885 SH   DFND 1 2,885 0 0
ATHENAHEALTH INC COM 04685W103 90 860 SH   DFND 1 860 0 0
BALCHEM CORP COM 057665200 13,167 156,900 SH   DFND 1 115,410 0 41,490
BANK N S HALIFAX COM 064149107 13 240 SH   DFND 1 240 0 0
BANKRATE INC DEL COM 06647F102 17,217 1,558,140 SH   DFND 1 1,148,860 0 409,280
BENEFICIAL BANCORP INC COM 08171T102 12,180 661,960 SH   DFND 1 487,870 0 174,090
BIOMARIN PHARMACEUTICAL INC COM 09061G101 65 790 SH   DFND 1 790 0 0
BIOGEN INC COM 09062X103 78,183 275,700 SH   DFND 1 230,450 0 45,250
BOEING CO COM 097023105 60,017 385,514 SH   DFND 1 322,464 0 63,050
BOSTON BEER INC CL A 100557107 134 790 SH   DFND 1 790 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 98,906 1,692,430 SH   DFND 1 1,414,390 0 278,040
CBS CORP NEW CL B 124857202 47,235 742,459 SH   DFND 1 630,348 0 112,111
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 55,746 760,930 SH   DFND 1 640,290 0 120,640
CSG SYS INTL INC COM 126349109 11,665 241,006 SH   DFND 1 178,346 0 62,660
CALPINE CORP COM NEW 131347304 86,605 7,576,966 SH   DFND 1 6,344,026 0 1,232,940
CANADIAN PAC RY LTD COM 13645T100 2,741 19,199 SH   DFND 1 19,199 0 0
CELGENE CORP COM 151020104 70,970 613,134 SH   DFND 1 513,984 0 99,150
CHIPOTLE MEXICAN GRILL INC COM 169656105 94 250 SH   DFND 1 250 0 0
CHUYS HLDGS INC COM 171604101 9,812 302,376 SH   DFND 1 222,396 0 79,980
CIRCOR INTL INC COM 17273K109 9,593 147,851 SH   DFND 1 109,141 0 38,710
CISCO SYS INC COM 17275R102 101,287 3,351,642 SH   DFND 1 2,806,412 0 545,230
CITIGROUP INC COM NEW 172967424 126,607 2,130,363 SH   DFND 1 1,783,731 0 346,632
CLEARWATER PAPER CORP COM 18538R103 13,531 206,420 SH   DFND 1 152,140 0 54,280
COCA COLA CO COM 191216100 299 7,220 SH   DFND 1 7,220 0 0
COLGATE PALMOLIVE CO COM 194162103 50,226 767,519 SH   DFND 1 644,499 0 123,020
CONSOL ENERGY INC COM 20854P109 55,523 3,045,711 SH   DFND 1 2,552,611 0 493,100
CONTINENTAL BLDG PRODS INC COM 211171103 12,993 562,469 SH   DFND 1 417,229 0 145,240
COPART INC COM 217204106 8,723 157,423 SH   DFND 1 116,113 0 41,310
CRITEO S A SPONS ADS 226718104 8,704 211,874 SH   DFND 1 155,274 0 56,600
DEVON ENERGY CORP NEW COM 25179M103 55,859 1,223,099 SH   DFND 1 1,022,489 0 200,610
DIAGEO P L C SPON ADR NEW 25243Q205 3,415 32,860 SH   DFND 1 32,860 0 0
DISNEY WALT CO COM DISNEY 254687106 182 1,750 SH   DFND 1 1,750 0 0
DISCOVER FINL SVCS COM 254709108 71,407 990,520 SH   DFND 1 829,120 0 161,400
EPLUS INC COM 294268107 14,780 128,299 SH   DFND 1 94,389 0 33,910
EVERTEC INC COM 30040P103 12,713 716,252 SH   DFND 1 528,742 0 187,510
EXELON CORP COM 30161N101 87,586 2,467,900 SH   DFND 1 2,064,240 0 403,660
EXTRACTION OIL AND GAS INC COM 30227M105 10,621 529,970 SH   DFND 1 388,660 0 141,310
FACEBOOK INC CL A 30303M102 113 980 SH   DFND 1 980 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 21,811 512,591 SH   DFND 1 377,651 0 134,940
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 5 60 SH   DFND 1 60 0 0
GATX CORP COM 361448103 20,984 340,757 SH   DFND 1 251,747 0 89,010
GENTEX CORP COM 371901109 20,768 1,054,738 SH   DFND 1 779,188 0 275,550
GRAY TELEVISION INC COM 389375106 18,777 1,730,640 SH   DFND 1 1,279,770 0 450,870
HANCOCK HLDG CO COM 410120109 9,785 227,038 SH   DFND 1 167,850 0 59,188
HARTFORD FINL SVCS GROUP INC COM 416515104 51,815 1,087,410 SH   DFND 1 902,130 0 185,280
HEALTHEQUITY INC COM 42226A107 18,576 458,434 SH   DFND 1 338,224 0 120,210
HEICO CORP NEW COM 422806109 13,928 180,537 SH   DFND 1 133,207 0 47,330
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 9,346 471,998 SH   DFND 1 349,355 0 122,643
ICF INTL INC COM 44925C103 14,915 270,201 SH   DFND 1 199,351 0 70,850
INC RESH HLDGS INC CL A 45329R109 7,541 143,358 SH   DFND 1 104,918 0 38,440
INTER PARFUMS INC COM 458334109 4,973 151,843 SH   DFND 1 110,163 0 41,680
INTERCONTINENTAL EXCHANGE IN COM 45866F104 141 2,500 SH   DFND 1 2,500 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 9,485 620,345 SH   DFND 1 454,315 0 166,030
JPMORGAN CHASE & CO COM 46625H100 200 2,320 SH   DFND 1 2,320 0 0
KKR & CO L P DEL COM UNITS 48248M102 36,147 2,348,720 SH   DFND 1 1,962,110 0 386,610
KINSALE CAP GROUP INC COM 49714P108 12,073 354,990 SH   DFND 1 262,240 0 92,750
LANDSTAR SYS INC COM 515098101 8,696 101,941 SH   DFND 1 74,710 0 27,231
LAUDER ESTEE COS INC CL A 518439104 107 1,400 SH   DFND 1 1,400 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 23,016 534,517 SH   DFND 1 395,537 0 138,980
LENNOX INTL INC COM 526107107 107 700 SH   DFND 1 700 0 0
LEXINGTON REALTY TRUST COM 529043101 9,040 837,054 SH   DFND 1 618,744 0 218,310
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 8,236 81,055 SH   DFND 1 59,805 0 21,250
LOWES COS INC COM 548661107 81,610 1,147,496 SH   DFND 1 959,976 0 187,520
LULULEMON ATHLETICA INC COM 550021109 756 11,630 SH   DFND 1 11,630 0 0
MTS SYS CORP COM 553777103 11,702 206,380 SH   DFND 1 152,110 0 54,270
MAIN STREET CAPITAL CORP COM 56035L104 11,699 318,170 SH   DFND 1 235,052 0 83,118
MANHATTAN ASSOCS INC COM 562750109 7,896 148,893 SH   DFND 1 110,135 0 38,758
MARTEN TRANS LTD COM 573075108 8,828 378,902 SH   DFND 1 277,902 0 101,000
MATSON INC COM 57686G105 10,079 284,793 SH   DFND 1 209,793 0 75,000
MEDPACE HLDGS INC COM 58506Q109 9,148 253,628 SH   DFND 1 187,188 0 66,440
METHODE ELECTRS INC COM 591520200 17,050 412,339 SH   DFND 1 304,049 0 108,290
METLIFE INC COM 59156R108 114,138 2,117,984 SH   DFND 1 1,773,599 0 344,385
METTLER TOLEDO INTERNATIONAL COM 592688105 1,066 2,546 SH   DFND 1 2,546 0 0
MICROSOFT CORP COM 594918104 142,821 2,298,382 SH   DFND 1 1,922,192 0 376,190
MOLINA HEALTHCARE INC COM 60855R100 8,162 150,430 SH   DFND 1 111,250 0 39,180
MONRO MUFFLER BRAKE INC COM 610236101 12,976 226,855 SH   DFND 1 167,855 0 59,000
MOSAIC CO NEW COM 61945C103 40,371 1,376,455 SH   DFND 1 1,144,772 0 231,683
MURPHY USA INC COM 626755102 13,607 221,354 SH   DFND 1 163,644 0 57,710
NMI HLDGS INC CL A 629209305 9,426 885,104 SH   DFND 1 655,670 0 229,434
NIKE INC CL B 654106103 87 1,720 SH   DFND 1 1,720 0 0
NOVO-NORDISK A S ADR 670100205 2,409 67,170 SH   DFND 1 67,170 0 0
ONEMAIN HLDGS INC COM 68268W103 14,678 662,980 SH   DFND 1 489,880 0 173,100
ORACLE CORP COM 68389X105 105,963 2,755,877 SH   DFND 1 2,308,668 0 447,209
PNM RES INC COM 69349H107 13,834 403,337 SH   DFND 1 298,977 0 104,360
PRA GROUP INC COM 69354N106 13,567 346,992 SH   DFND 1 255,985 0 91,007
PACCAR INC COM 693718108 53,053 830,253 SH   DFND 1 695,958 0 134,295
PAYPAL HLDGS INC COM 70450Y103 75 1,900 SH   DFND 1 1,900 0 0
PENNANTPARK INVT CORP COM 708062104 7,083 924,646 SH   DFND 1 687,880 0 236,766
PLANET FITNESS INC CL A 72703H101 7,438 370,041 SH   DFND 1 272,741 0 97,300
POPULAR INC COM NEW 733174700 14,239 324,954 SH   DFND 1 239,174 0 85,780
POTBELLY CORP COM 73754Y100 9,480 734,914 SH   DFND 1 540,324 0 194,590
POTLATCH CORP NEW COM 737630103 14,165 340,091 SH   DFND 1 251,581 0 88,510
POWER INTEGRATIONS INC COM 739276103 9,458 139,389 SH   DFND 1 102,809 0 36,580
PROASSURANCE CORP COM 74267C106 15,972 284,207 SH   DFND 1 209,847 0 74,360
PULTE GROUP INC COM 745867101 53,178 2,893,240 SH   DFND 1 2,425,113 0 468,127
Q2 HLDGS INC COM 74736L109 15,238 528,196 SH   DFND 1 390,306 0 137,890
QUALCOMM INC COM 747525103 69,967 1,073,110 SH   DFND 1 894,840 0 178,270
RADIAN GROUP INC COM 750236101 13,892 772,650 SH   DFND 1 571,660 0 200,990
RADIUS HEALTH INC COM NEW 750469207 5,395 141,860 SH   DFND 1 104,920 0 36,940
RALPH LAUREN CORP CL A 751212101 58,617 648,996 SH   DFND 1 542,536 0 106,460
REALOGY HLDGS CORP COM 75605Y106 91,150 3,542,550 SH   DFND 1 2,956,000 0 586,550
RED HAT INC COM 756577102 97 1,390 SH   DFND 1 1,390 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 9,638 170,883 SH   DFND 1 125,883 0 45,000
ROCKWELL AUTOMATION INC COM 773903109 17 130 SH   DFND 1 130 0 0
ROCKWELL COLLINS INC COM 774341101 181 1,950 SH   DFND 1 1,950 0 0
RUSH ENTERPRISES INC CL A 781846209 14,409 451,690 SH   DFND 1 333,670 0 118,020
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 3,090 37,115 SH   DFND 1 37,115 0 0
SALESFORCE COM INC COM 79466L302 133 1,940 SH   DFND 1 1,940 0 0
SANCHEZ ENERGY CORP COM 79970Y105 8,952 991,313 SH   DFND 1 726,853 0 264,460
SAP SE SPON ADR 803054204 3,550 41,070 SH   DFND 1 41,070 0 0
SCHLUMBERGER LTD COM 806857108 2,289 27,261 SH   DFND 1 27,261 0 0
SEMTECH CORP COM 816850101 12,169 385,714 SH   DFND 1 282,674 0 103,040
SERVICE CORP INTL COM 817565104 20,169 710,193 SH   DFND 1 524,463 0 185,730
SIGNATURE BK NEW YORK N Y COM 82669G104 75 500 SH   DFND 1 500 0 0
SMART SAND INC COM 83191H107 11,978 723,730 SH   DFND 1 535,970 0 187,760
SPROUTS FMRS MKT INC COM 85208M102 15,971 844,150 SH   DFND 1 624,140 0 220,010
STARBUCKS CORP COM 855244109 279 5,020 SH   DFND 1 5,020 0 0
STEEL DYNAMICS INC COM 858119100 7,556 212,369 SH   DFND 1 155,702 0 56,667
STERICYCLE INC COM 858912108 60,145 780,700 SH   DFND 1 651,540 0 129,160
SUMMIT HOTEL PPTYS COM 866082100 13,333 831,770 SH   DFND 1 613,560 0 218,210
SUNCOR ENERGY INC NEW COM 867224107 2,757 84,330 SH   DFND 1 84,330 0 0
SURGICAL CARE AFFILIATES INC COM 86881L106 9,182 198,449 SH   DFND 1 146,873 0 51,576
SYNCHRONY FINL COM 87165B103 138,275 3,812,367 SH   DFND 1 3,189,017 0 623,350
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,803 62,699 SH   DFND 1 62,699 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 9,910 514,548 SH   DFND 1 380,158 0 134,390
TESLA MTRS INC COM 88160R101 62 290 SH   DFND 1 290 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 1,805 36,576 SH   DFND 1 36,576 0 0
TREEHOUSE FOODS INC COM 89469A104 8,181 113,324 SH   DFND 1 83,917 0 29,407
TRIANGLE CAP CORP COM 895848109 9,274 505,675 SH   DFND 1 376,329 0 129,346
TWITTER INC COM 90184L102 81 4,950 SH   DFND 1 4,950 0 0
2U INC COM 90214J101 12,866 426,741 SH   DFND 1 314,761 0 111,980
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 72 1,020 SH   DFND 1 1,020 0 0
UNITED CONTL HLDGS INC COM 910047109 99,536 1,365,756 SH   DFND 1 1,149,746 0 216,010
UNITED NAT FOODS INC COM 911163103 11,185 234,390 SH   DFND 1 173,100 0 61,290
UNITEDHEALTH GROUP INC COM 91324P102 73,493 459,219 SH   DFND 1 383,085 0 76,134
VALE S A ADR 91912E105 1,455 190,946 SH   DFND 1 190,946 0 0
VEECO INSTRS INC DEL COM 922417100 11,817 405,374 SH   DFND 1 301,244 0 104,130
VERTEX PHARMACEUTICALS INC COM 92532F100 48 650 SH   DFND 1 650 0 0
VISA INC COM CL A 92826C839 93 1,190 SH   DFND 1 1,190 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 12,051 437,410 SH   DFND 1 321,020 0 116,390
WASHINGTON FED INC COM 938824109 20,512 597,160 SH   DFND 1 440,700 0 156,460
WEB COM GROUP INC COM 94733A104 8,506 402,190 SH   DFND 1 291,634 0 110,556
WEBMD HEALTH CORP COM 94770V102 10,868 219,242 SH   DFND 1 161,582 0 57,660
WELLS FARGO & CO NEW COM 949746101 141,545 2,568,416 SH   DFND 1 2,158,876 0 409,540
YAHOO INC COM 984332106 35,245 911,423 SH   DFND 1 762,883 0 148,540
ADIENT PLC ORD SHS G0084W101 36,006 614,440 SH   DFND 1 515,638 0 98,802
ALLERGAN PLC SHS G0177J108 105,979 504,640 SH   DFND 1 423,690 0 80,950
ASSURED GUARANTY LTD COM G0585R106 13,640 361,131 SH   DFND 1 267,441 0 93,690
ICON PLC SHS G4705A100 2,450 32,580 SH   DFND 1 32,580 0 0
IHS MARKIT LTD SHS G47567105 112 3,160 SH   DFND 1 3,160 0 0
JOHNSON CTLS INTL PLC SHS G51502105 57,721 1,401,340 SH   DFND 1 1,170,250 0 231,090
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 38,949 915,810 SH   DFND 1 769,410 0 146,400
QUOTIENT LTD SHS G73268107 6,034 1,246,684 SH   DFND 1 921,824 0 324,860
TRITON INTL LTD CL A G9078F107 9,438 597,324 SH   DFND 1 437,484 0 159,840
UBS GROUP AG SHS H42097107 2,564 163,651 SH   DFND 1 163,651 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,398 28,390 SH   DFND 1 28,390 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 1,074 28,170 SH   DFND 1 28,170 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 49,057 571,891 SH   DFND 1 479,612 0 92,279
MYLAN N V SHS EURO N59465109 70,072 1,836,746 SH   DFND 1 1,540,537 0 296,209
NXP SEMICONDUCTORS N V COM N6596X109 686 7,000 SH   DFND 1 7,000 0 0