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
ADVANCE AUTO PARTS INC COM 00751Y106 5,510 34,400 SH   SOLE   34,225 0 175
ADVANCED ENERGY INDS COM 007973100 2,639 37,070 SH   SOLE   36,928 0 142
AERCAP HOLDINGS NV SHS N00985106 150,039 2,440,853 SH   SOLE   2,429,061 0 11,792
AIR LEASE CORP CL A 00912X302 11,551 243,081 SH   SOLE   242,275 0 806
ALAMO GROUP INC COM 011311107 2,651 21,114 SH   SOLE   21,035 0 79
ALASKA AIR GROUP INC COM 011659109 4,947 73,018 SH   SOLE   72,649 0 369
ALPHABET INC CAP STK CL A 02079K305 54,569 40,742 SH   SOLE   39,879 0 863
AMERICAN EXPRESS CO COM 025816109 50,185 403,122 SH   SOLE   394,280 0 8,842
AMERICAN FINL GROUP INC OHIO COM 025932104 5,296 48,298 SH   SOLE   48,039 0 259
AMERICAN HOMES 4 RENT CL A 02665T306 2,300 87,734 SH   SOLE   87,404 0 330
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 3,034 295,095 SH   SOLE   295,095 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 41,161 801,897 SH   SOLE   782,661 0 19,236
AMERICAN WTR WKS CO INC NEW COM 030420103 31,612 257,322 SH   SOLE   251,018 0 6,304
APPLIED MATLS INC COM 038222105 27,936 457,668 SH   SOLE   446,698 0 10,970
AQUA AMERICA INC COM 03836W103 5,219 111,175 SH   SOLE   110,540 0 635
ARCH CAP GROUP LTD ORD G0450A105 5,723 133,434 SH   SOLE   132,727 0 707
ASML HOLDING N V N Y REGISTRY SHS N07059210 120,412 406,880 SH   SOLE   403,980 0 2,900
ATHENEX INC COM 04685N103 1,098 71,888 SH   SOLE   71,508 0 380
ATMOS ENERGY CORP COM 049560105 5,664 50,636 SH   SOLE   50,375 0 261
AXA EQUITABLE HLDGS INC COM 054561105 9,483 382,684 SH   SOLE   381,404 0 1,280
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 7,814 131,468 SH   SOLE   130,821 0 647
BANKUNITED INC COM 06652K103 5,372 146,942 SH   SOLE   146,345 0 597
BHP GROUP PLC SPONSORED ADR 05545E209 467 9,935 SH   SOLE   9,935 0 0
BIOGEN INC COM 09062X103 29,561 99,622 SH   SOLE   97,265 0 2,357
BIOTELEMETRY INC COM 090672106 2,402 51,879 SH   SOLE   51,663 0 216
BOOKING HLDGS INC COM 09857L108 23,429 11,408 SH   SOLE   11,407 0 1
BRUKER CORP COM 116794108 8,315 163,133 SH   SOLE   162,329 0 804
CABOT CORP COM 127055101 2,318 48,787 SH   SOLE   48,602 0 185
CARTERS INC COM 146229109 2,364 21,618 SH   SOLE   21,536 0 82
CDK GLOBAL INC COM 12508E101 9,228 168,758 SH   SOLE   168,210 0 548
CENTENE CORP DEL COM 15135B101 31,909 507,546 SH   SOLE   495,321 0 12,225
CERENCE INC COM 156727109 1,993 88,049 SH   SOLE   87,717 0 332
CHEVRON CORP NEW COM 166764100 42,376 351,636 SH   SOLE   343,525 0 8,111
CITIGROUP INC COM NEW 172967424 46,468 581,644 SH   SOLE   567,621 0 14,023
CITIZENS FINL GROUP INC COM 174610105 30,741 756,985 SH   SOLE   738,944 0 18,041
COMMVAULT SYSTEMS INC COM 204166102 1,946 43,597 SH   SOLE   43,415 0 182
CORTEVA INC COM 22052L104 41,336 1,398,379 SH   SOLE   1,365,584 0 32,795
CORVEL CORP COM 221006109 2,603 29,798 SH   SOLE   29,718 0 80
CUMMINS INC COM 231021106 310 1,732 SH   SOLE   1,640 0 92
DELEK US HLDGS INC NEW COM 24665A103 2,036 60,735 SH   SOLE   60,735 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 44,834 766,659 SH   SOLE   749,241 0 17,418
DESPEGAR COM CORP ORD SHS G27358103 622 46,119 SH   SOLE   46,119 0 0
DOW INC COM 260557103 43,074 787,036 SH   SOLE   767,974 0 19,062
EAST WEST BANCORP INC COM 27579R104 5,724 117,539 SH   SOLE   116,937 0 602
EMERGENT BIOSOLUTIONS INC COM 29089Q105 2,251 41,724 SH   SOLE   41,566 0 158
ENERSYS COM 29275Y102 2,832 37,851 SH   SOLE   37,717 0 134
EURONET WORLDWIDE INC COM 298736109 5,210 33,066 SH   SOLE   32,866 0 200
EXPEDITORS INTL WASH INC COM 302130109 5,361 68,714 SH   SOLE   68,335 0 379
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 5,279 116,409 SH   SOLE   115,836 0 573
FIRST AMERN FINL CORP COM 31847R102 2,141 36,707 SH   SOLE   36,566 0 141
FIRST MIDWEST BANCORP DEL COM 320867104 2,541 110,186 SH   SOLE   109,751 0 435
FORWARD AIR CORP COM 349853101 2,537 36,274 SH   SOLE   36,134 0 140
GILEAD SCIENCES INC COM 375558103 43,299 666,343 SH   SOLE   652,009 0 14,334
GOLDMAN SACHS GROUP INC COM 38141G104 46,854 203,774 SH   SOLE   199,293 0 4,481
HAIN CELESTIAL GROUP INC COM 405217100 2,337 90,023 SH   SOLE   89,624 0 399
HEALTHCARE SVCS GRP INC COM 421906108 2,165 89,041 SH   SOLE   88,956 0 85
HMS HLDGS CORP COM 40425J101 2,387 80,635 SH   SOLE   80,351 0 284
HOME DEPOT INC COM 437076102 42,386 194,095 SH   SOLE   189,574 0 4,521
HP INC COM 40434L105 47,515 2,312,145 SH   SOLE   2,262,890 0 49,255
HSBC HLDGS PLC SPON ADR NEW 404280406 136,919 3,502,657 SH   SOLE   3,485,610 0 17,047
HUBBELL INC COM 443510607 5,559 37,604 SH   SOLE   37,402 0 202
HUDSON PAC PPTYS INC COM 444097109 2,327 61,809 SH   SOLE   61,559 0 250
HUNTINGTON INGALLS INDS INC COM 446413106 5,846 23,300 SH   SOLE   23,186 0 114
ICON PLC SHS G4705A100 533 3,092 SH   SOLE   3,092 0 0
IDACORP INC COM 451107106 2,385 22,336 SH   SOLE   22,249 0 87
INCYTE CORP COM 45337C102 6,936 79,437 SH   SOLE   79,057 0 380
INDEPENDENT BK GROUP INC COM 45384B106 2,288 41,272 SH   SOLE   41,112 0 160
INTERFACE INC COM 458665304 2,272 136,939 SH   SOLE   136,345 0 594
INVESCO EXCHNG TRADED FD TR NATL AMT MUNI 46138E537 1,191 45,000 SH   SOLE   45,000 0 0
INVITATION HOMES INC COM 46187W107 36,438 1,215,826 SH   SOLE   1,188,811 0 27,015
IPG PHOTONICS CORP COM 44980X109 5,181 35,749 SH   SOLE   35,572 0 177
ISHARES TR 1 3 YR TREAS BD 464287457 5,436 64,235 SH   SOLE   64,235 0 0
ISHARES TR AGENCY BOND ETF 464288166 1,841 15,931 SH   SOLE   15,931 0 0
ISHARES TR CORE MSCI EURO 46434V738 2,695 54,050 SH   SOLE   54,050 0 0
ISHARES TR CORE S&P MCP ETF 464287507 905 4,399 SH   SOLE   4,215 0 184
ISHARES TR CORE US AGGBD ET 464287226 1,243 11,059 SH   SOLE   11,059 0 0
ISHARES TR EAFE GRWTH ETF 464288885 1,206 13,943 SH   SOLE   13,943 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,821 29,858 SH   SOLE   29,858 0 0
ISHARES TR MSCI ACWI ETF 464288257 453 5,721 SH   SOLE   5,721 0 0
ISHARES TR MSCI EAFE ETF 464287465 82,808 1,192,505 SH   SOLE   1,182,410 0 10,095
ISHARES TR RUS 1000 GRW ETF 464287614 247 1,404 SH   SOLE   1,404 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 11,308 82,855 SH   SOLE   82,015 0 840
ISHARES TR RUS 2000 VAL ETF 464287630 409 3,183 SH   SOLE   2,920 0 263
ISHARES TR S&P SML 600 GWT 464287887 213 1,101 SH   SOLE   1,101 0 0
ISHARES TR U.S. REAL ES ETF 464287739 476 5,116 SH   SOLE   5,116 0 0
JAMES RIV GROUP LTD COM G5005R107 2,352 57,064 SH   SOLE   56,850 0 214
JOHNSON & JOHNSON COM 478160104 44,072 302,129 SH   SOLE   295,071 0 7,058
JPMORGAN CHASE & CO COM 46625H100 366 2,625 SH   SOLE   2,625 0 0
KKR & CO INC CL A 48251W104 41,086 1,408,510 SH   SOLE   1,374,627 0 33,883
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 5,041 140,665 SH   SOLE   139,903 0 762
LAZARD LTD SHS A G54050102 405 10,124 SH   SOLE   10,124 0 0
LEIDOS HLDGS INC COM 525327102 6,133 62,650 SH   SOLE   62,299 0 351
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 6,335 328,408 SH   SOLE   327,447 0 961
LINCOLN ELEC HLDGS INC COM 533900106 5,474 56,588 SH   SOLE   56,296 0 292
LIVANOVA PLC SHS G5509L101 457 6,061 SH   SOLE   6,061 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 109,467 33,071,706 SH   SOLE   32,830,398 0 241,308
MANPOWERGROUP INC COM 56418H100 2,422 24,942 SH   SOLE   24,842 0 100
MARCUS & MILLICHAP INC COM 566324109 2,333 62,633 SH   SOLE   62,391 0 242
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 48,156 1,813,112 SH   SOLE   1,774,202 0 38,910
MASCO CORP COM 574599106 4,762 99,229 SH   SOLE   98,712 0 517
MAXIMUS INC COM 577933104 4,763 64,021 SH   SOLE   63,637 0 384
MEDTRONIC PLC SHS G5960L103 30,046 264,840 SH   SOLE   258,681 0 6,159
MUELLER WTR PRODS INC COM SER A 624758108 2,647 220,982 SH   SOLE   220,113 0 869
NUTRIEN LTD COM 67077M108 114,436 2,388,555 SH   SOLE   2,376,999 0 11,556
NV5 GLOBAL INC COM 62945V109 2,031 40,258 SH   SOLE   40,258 0 0
NVENT ELECTRIC PLC SHS G6700G107 2,609 101,981 SH   SOLE   101,571 0 410
NXP SEMICONDUCTORS N V COM N6596X109 155,796 1,224,232 SH   SOLE   1,218,261 0 5,971
ON SEMICONDUCTOR CORP COM 682189105 10,567 433,439 SH   SOLE   432,130 0 1,309
ORION ENGINEERED CARBONS S A COM L72967109 1,171 60,688 SH   SOLE   60,449 0 239
PACWEST BANCORP DEL COM 695263103 5,129 134,031 SH   SOLE   133,451 0 580
PAGSEGURO DIGITAL LTD COM CL A G68707101 591 17,295 SH   SOLE   17,295 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 8,192 163,125 SH   SOLE   162,362 0 763
PGT INNOVATIONS INC COM 69336V101 2,240 150,223 SH   SOLE   150,165 0 58
PHILIP MORRIS INTL INC COM 718172109 460 5,409 SH   SOLE   5,409 0 0
PNM RES INC COM 69349H107 2,397 47,276 SH   SOLE   47,093 0 183
PRINCIPAL FINL GROUP INC COM 74251V102 38,744 704,430 SH   SOLE   687,035 0 17,395
PVH CORP COM 693656100 4,883 46,442 SH   SOLE   46,254 0 188
QIAGEN NV SHS NEW N72482123 4,469 132,210 SH   SOLE   131,495 0 715
QORVO INC COM 74736K101 6,064 52,170 SH   SOLE   51,927 0 243
QUALCOMM INC COM 747525103 295 3,341 SH   SOLE   3,097 0 244
RAMBUS INC DEL COM 750917106 2,524 183,264 SH   SOLE   182,440 0 824
RAYTHEON CO COM NEW 755111507 48,462 220,543 SH   SOLE   215,391 0 5,152
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,534 12,928 SH   SOLE   12,881 0 47
ROCKWELL AUTOMATION INC COM 773903109 44,925 221,667 SH   SOLE   216,532 0 5,135
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 139,491 2,365,049 SH   SOLE   2,353,313 0 11,736
SABRE CORP COM 78573M104 5,258 234,292 SH   SOLE   233,092 0 1,200
SANOFI SPONSORED ADR 80105N105 47,060 937,456 SH   SOLE   932,465 0 4,991
SAP SE SPON ADR 803054204 148,175 1,105,863 SH   SOLE   1,097,714 0 8,149
SCIENCE APPLICATNS INTL CP N COM 808625107 2,468 28,366 SH   SOLE   28,260 0 106
SKYWORKS SOLUTIONS INC COM 83088M102 47,073 389,419 SH   SOLE   380,767 0 8,652
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 153,832 3,200,166 SH   SOLE   3,185,147 0 15,019
STANLEY BLACK & DECKER INC COM 854502101 44,539 268,728 SH   SOLE   262,274 0 6,454
TCF FINANCIAL CORPORATION NE COM 872307103 2,748 58,714 SH   SOLE   58,492 0 222
TELEPHONE & DATA SYS INC COM NEW 879433829 2,838 111,603 SH   SOLE   111,231 0 372
THE CHARLES SCHWAB CORPORATI COM 808513105 33,676 708,069 SH   SOLE   691,782 0 16,287
TORO CO COM 891092108 5,700 71,548 SH   SOLE   71,193 0 355
TWITTER INC COM 90184L102 48,947 1,527,220 SH   SOLE   1,494,850 0 32,370
UMPQUA HLDGS CORP COM 904214103 2,361 133,376 SH   SOLE   132,860 0 516
UNITED BANKSHARES INC WEST V COM 909907107 2,300 59,497 SH   SOLE   59,275 0 222
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,552 82,633 SH   SOLE   82,317 0 316
UNITED PARCEL SERVICE INC CL B 911312106 29,486 251,885 SH   SOLE   246,140 0 5,745
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 608 13,798 SH   SOLE   13,798 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 44,908 731,405 SH   SOLE   715,243 0 16,162
VIASAT INC COM 92552V100 2,319 31,683 SH   SOLE   31,561 0 122
VICI PPTYS INC COM 925652109 4,698 183,860 SH   SOLE   183,027 0 833
VISHAY INTERTECHNOLOGY INC COM 928298108 2,369 111,263 SH   SOLE   110,827 0 436
VMWARE INC CL A COM 928563402 40,902 269,462 SH   SOLE   263,545 0 5,917
WELLS FARGO CO NEW COM 949746101 40,344 749,894 SH   SOLE   730,993 0 18,901
WESTLAKE CHEM CORP COM 960413102 7,890 112,470 SH   SOLE   112,182 0 288
YELP INC CL A 985817105 4,755 136,528 SH   SOLE   136,466 0 62
ZAI LAB LTD ADR 98887Q104 589 14,166 SH   SOLE   14,166 0 0
ZIONS BANCORPORATION N A COM 989701107 5,639 108,616 SH   SOLE   108,043 0 573