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35376 559306 SH DFND 1 477030 0 82276 CBS CORP NEW CL B 124857202 32067 623996 SH DFND 1 529602 0 94394 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 61245 653561 SH DFND 1 561349 0 92212 CSX CORP COM 126408103 96 1722 SH DFND 1 1722 0 0 CADENCE BANCORPORATION CL A 12739A100 23210 852362 SH DFND 1 693532 0 158830 CANADIAN PAC RY LTD COM 13645T100 7612 43125 SH DFND 1 43125 0 0 CATERPILLAR INC DEL COM 149123101 131 888 SH DFND 1 888 0 0 CELGENE CORP COM 151020104 75094 841762 SH DFND 1 716090 0 125672 CHEMOURS CO COM 163851108 133 2739 SH DFND 1 2739 0 0 CHUYS HLDGS INC COM 171604101 13821 527506 SH DFND 1 429196 0 98310 CISCO SYS INC COM 17275R102 90956 2120690 SH DFND 1 1798072 0 322618 CITIGROUP INC COM NEW 172967424 74977 1110764 SH DFND 1 946238 0 164526 CLEARWATER PAPER CORP COM 18538R103 14441 369323 SH DFND 1 300503 0 68820 COCA COLA CO COM 191216100 138 3180 SH DFND 1 3180 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 9213 212270 SH DFND 1 172713 0 39557 CONTINENTAL BLDG 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INC COM 30227M105 15457 1348792 SH DFND 1 1097792 0 251000 FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 25824 652938 SH DFND 1 531278 0 121660 FLUOR CORP NEW COM 343412102 48964 855718 SH DFND 1 723095 0 132623 FORESCOUT TECHNOLOGIES INC COM 34553D101 11733 361688 SH DFND 1 294178 0 67510 FOUNDATION BLDG MATLS INC COM 350392106 13887 931403 SH DFND 1 757813 0 173590 GATX CORP COM 361448103 11337 165521 SH DFND 1 134701 0 30820 GENERAL MTRS CO COM 37045V100 25457 700510 SH DFND 1 595388 0 105122 GENTEX CORP COM 371901109 13790 599036 SH DFND 1 487406 0 111630 GRAY TELEVISION INC COM 389375106 25382 1998594 SH DFND 1 1626324 0 372270 HDFC BANK LTD ADR REPS 3 SHS 40415F101 3671 37168 SH DFND 1 37168 0 0 HANESBRANDS INC COM 410345102 28438 1543879 SH DFND 1 1310962 0 232917 HEALTHEQUITY INC COM 42226A107 29722 490940 SH DFND 1 399460 0 91480 HEICO CORP NEW COM 422806109 20067 231165 SH DFND 1 188088 0 43077 HORIZON GLOBAL CORP COM 44052W104 6629 804506 SH DFND 1 654576 0 149930 ICF INTL INC COM 44925C103 12948 221524 SH DFND 1 180758 0 40766 INTER PARFUMS INC COM 458334109 11813 250538 SH DFND 1 203848 0 46690 INTERCONTINENTAL EXCHANGE IN COM 45866F104 76336 1052620 SH DFND 1 894755 0 157865 INTERNATIONAL BUSINESS MACHS COM 459200101 65093 424250 SH DFND 1 359607 0 64643 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 12056 781339 SH DFND 1 635709 0 145630 JPMORGAN CHASE & CO COM 46625H100 71 642 SH DFND 1 642 0 0 JOHNSON & JOHNSON COM 478160104 91 712 SH DFND 1 712 0 0 KERYX BIOPHARMACEUTICALS INC COM 492515101 10856 2654264 SH DFND 1 2159664 0 494600 KINDER MORGAN INC DEL COM 49456B101 90228 5991266 SH DFND 1 5067965 0 923301 KINSALE CAP GROUP INC COM 49714P108 15040 292998 SH DFND 1 238398 0 54600 LANDSTAR SYS INC COM 515098101 13430 122485 SH DFND 1 99674 0 22811 LEGACY TEX FINL GROUP INC COM 52471Y106 20920 488549 SH DFND 1 398656 0 89893 LENNOX INTL INC COM 526107107 127 621 SH DFND 1 621 0 0 LEXICON PHARMACEUTICALS INC COM NEW 528872302 10045 1172117 SH DFND 1 953697 0 218420 LEXINGTON REALTY TRUST COM 529043101 17058 2167460 SH DFND 1 1769120 0 398340 LIBERTY OILFIELD SVCS INC COM CL A 53115L104 14957 885570 SH DFND 1 720570 0 165000 LOWES COS INC COM 548661107 49366 562573 SH DFND 1 476503 0 86070 MRC GLOBAL INC COM 55345K103 13687 832520 SH DFND 1 677370 0 155150 MTS SYS CORP COM 553777103 14049 272011 SH DFND 1 221311 0 50700 MAIN STREET CAPITAL CORP COM 56035L104 9634 261086 SH DFND 1 212409 0 48677 MANHATTAN ASSOCS INC COM 562750109 10218 243971 SH DFND 1 198503 0 45468 MARTEN TRANS LTD COM 573075108 14104 618594 SH DFND 1 503318 0 115276 MELCO RESORT ENTERTAINMENT L ADR 585464100 28640 988270 SH DFND 1 834380 0 153890 MERCK & CO INC COM 58933Y105 96 1770 SH DFND 1 1770 0 0 METHODE ELECTRS INC COM 591520200 20630 527615 SH DFND 1 429305 0 98310 METLIFE INC COM 59156R108 51842 1129709 SH DFND 1 957830 0 171879 MICROSOFT CORP COM 594918104 127626 1398333 SH DFND 1 1191964 0 206369 MOLSON COORS BREWING CO CL B 60871R209 37528 498184 SH DFND 1 420769 0 77415 MONDELEZ INTL INC CL A 609207105 58944 1412518 SH DFND 1 1196490 0 216028 MONRO INC COM 610236101 15034 280487 SH DFND 1 228280 0 52207 MURPHY USA INC COM 626755102 15358 210955 SH DFND 1 171645 0 39310 NMI HLDGS INC CL A 629209305 20000 1208471 SH DFND 1 983277 0 225194 NOVO-NORDISK A S ADR 670100205 4093 83097 SH DFND 1 83097 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 25782 104219 SH DFND 1 88596 0 15623 ONEMAIN HLDGS INC COM 68268W103 21931 732509 SH DFND 1 596009 0 136500 ORACLE CORP COM 68389X105 115742 2529883 SH DFND 1 2146562 0 383321 ORBCOMM INC COM 68555P100 11776 1256810 SH DFND 1 1022630 0 234180 PNC FINL SVCS GROUP INC COM 693475105 140 924 SH DFND 1 924 0 0 PNM RES INC COM 69349H107 14445 377659 SH DFND 1 307289 0 70370 PENNANTPARK INVT CORP COM 708062104 10049 1504335 SH DFND 1 1223984 0 280351 PEPSICO INC COM 713448108 87 800 SH DFND 1 800 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 14 1010 SH DFND 1 1010 0 0 PIONEER NAT RES CO COM 723787107 67093 390577 SH DFND 1 331668 0 58909 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 44823 2060818 SH DFND 1 1734120 0 326698 PLANET FITNESS INC CL A 72703H101 9346 247441 SH DFND 1 201331 0 46110 PROASSURANCE CORP COM 74267C106 12486 257174 SH DFND 1 209244 0 47930 PROCTER AND GAMBLE CO COM 742718109 127 1597 SH DFND 1 1597 0 0 Q2 HLDGS INC COM 74736L109 19092 419141 SH DFND 1 341041 0 78100 QUALCOMM INC COM 747525103 50609 913351 SH DFND 1 776894 0 136457 REV GROUP INC COM 749527107 10398 500863 SH DFND 1 407863 0 93000 RADIAN GROUP INC COM 750236101 9422 494844 SH DFND 1 402634 0 92210 RAPID7 INC COM 753422104 14883 582040 SH DFND 1 473640 0 108400 REALOGY HLDGS CORP COM 75605Y106 93008 3409379 SH DFND 1 2873358 0 536021 RINGCENTRAL INC CL A 76680R206 14885 234409 SH DFND 1 190729 0 43680 ROGERS COMMUNICATIONS INC CL B 775109200 56 1256 SH DFND 1 1256 0 0 ROYAL GOLD INC COM 780287108 60679 706643 SH DFND 1 598693 0 107950 RUSH ENTERPRISES INC CL A 781846209 13556 319045 SH DFND 1 259595 0 59450 S&P GLOBAL INC COM 78409V104 147 770 SH DFND 1 770 0 0 SALESFORCE COM INC COM 79466L302 98 840 SH DFND 1 840 0 0 SAP SE SPON ADR 803054204 14 130 SH DFND 1 130 0 0 SEMTECH CORP COM 816850101 13004 333002 SH DFND 1 270942 0 62060 SERVICE CORP INTL COM 817565104 30837 817089 SH DFND 1 664889 0 152200 SMART SAND INC COM 83191H107 14242 2447092 SH DFND 1 1992092 0 455000 SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 3208 65272 SH DFND 1 65272 0 0 SPROUTS FMRS MKT INC COM 85208M102 25368 1080877 SH DFND 1 879467 0 201410 STARBUCKS CORP COM 855244109 99 1714 SH DFND 1 1714 0 0 STERICYCLE INC COM 858912108 11008 188069 SH DFND 1 159759 0 28310 STORE CAP CORP COM 862121100 21009 846470 SH DFND 1 688740 0 157730 SUMMIT HOTEL PPTYS INC COM 866082100 17725 1302370 SH DFND 1 1060940 0 241430 SUNCOR ENERGY INC NEW COM 867224107 5595 161993 SH DFND 1 161993 0 0 SUNTRUST BKS INC COM 867914103 79 1155 SH DFND 1 1155 0 0 SYNCHRONY FINL COM 87165B103 89713 2675603 SH DFND 1 2271555 0 404048 SYNEOS HEALTH INC CL A 87166B102 10171 286498 SH DFND 1 233108 0 53390 TEAM INC COM 878155100 10332 751410 SH DFND 1 611390 0 140020 TESLA INC COM 88160R101 72 271 SH DFND 1 271 0 0 TIVITY HEALTH INC COM 88870R102 13853 349390 SH DFND 1 284290 0 65100 TRANSDIGM GROUP INC COM 893641100 55981 182385 SH DFND 1 154723 0 27662 TREX CO INC COM 89531P105 60 556 SH DFND 1 556 0 0 TRIANGLE CAP CORP COM 895848109 11350 1019747 SH DFND 1 832097 0 187650 TRISTATE CAP HLDGS INC COM 89678F100 12073 519260 SH DFND 1 422480 0 96780 2U INC COM 90214J101 22630 269309 SH DFND 1 219312 0 49997 ULTA BEAUTY INC COM 90384S303 56 275 SH DFND 1 275 0 0 ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 56 1097 SH DFND 1 1097 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 58278 492169 SH DFND 1 417907 0 74262 VALE S A ADR 91912E105 3242 254895 SH DFND 1 254895 0 0 VEECO INSTRS INC DEL COM 922417100 12472 733640 SH DFND 1 596920 0 136720 VERTEX PHARMACEUTICALS INC COM 92532F100 68 420 SH DFND 1 420 0 0 VIEWRAY INC COM 92672L107 3 400 SH DFND 1 400 0 0 VISA INC COM CL A 92826C839 119 993 SH DFND 1 993 0 0 VOYA FINL INC COM 929089100 63997 1267273 SH DFND 1 1074928 0 192345 WNS HOLDINGS LTD SPON ADR 92932M101 24146 532677 SH DFND 1 433417 0 99260 WASHINGTON FED INC COM 938824109 26298 760067 SH DFND 1 618447 0 141620 WEB COM GROUP INC COM 94733A104 21092 1165327 SH DFND 1 948147 0 217180 WELLS FARGO CO NEW COM 949746101 103215 1969367 SH DFND 1 1671852 0 297515 YUM CHINA HLDGS INC COM 98850P109 12 290 SH DFND 1 290 0 0 ADIENT PLC ORD SHS G0084W101 50428 843844 SH DFND 1 716169 0 127675 ALLERGAN PLC SHS G0177J108 130574 775888 SH DFND 1 662803 0 113085 ASSURED GUARANTY LTD COM G0585R106 12651 349471 SH DFND 1 284341 0 65130 HUDSON LTD COM CL A G46408103 8780 551836 SH DFND 1 449117 0 102719 ICON PLC SHS G4705A100 8180 69241 SH DFND 1 69241 0 0 JOHNSON CTLS INTL PLC SHS G51502105 54540 1547659 SH DFND 1 1316361 0 231298 PROTHENA CORP PLC SHS G72800108 10037 273420 SH DFND 1 222540 0 50880 QUOTIENT LTD SHS G73268107 11890 2524484 SH DFND 1 2054054 0 470430 SIGNET JEWELERS LIMITED SHS G81276100 27173 705424 SH DFND 1 597180 0 108244 TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 11184 659833 SH DFND 1 537437 0 122396 TRITON INTL LTD CL A G9078F107 13633 445534 SH DFND 1 362830 0 82704 VENATOR MATLS PLC SHS G9329Z100 16088 889355 SH DFND 1 724185 0 165170 CHECK POINT SOFTWARE TECH LT ORD M22465104 4669 47000 SH DFND 1 47000 0 0 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 12319 457790 SH DFND 1 372500 0 85290 ASML HOLDING N V N Y REGISTRY SHS N07059210 125 628 SH DFND 1 628 0 0 MYLAN N V SHS EURO N59465109 86651 2104707 SH DFND 1 1788826 0 315881