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
3M CO COM 88579Y101 41,675 260,178 SH   SOLE   254,216 0 5,962
ADVANCED ENERGY INDS COM 007973100 4,292 68,192 SH   SOLE   68,192 0 0
AIR LEASE CORP CL A 00912X302 2,404 81,720 SH   SOLE   81,720 0 0
ALASKA AIR GROUP INC COM 011659109 5,182 141,482 SH   SOLE   140,753 0 729
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 100,018 340,220 SH   SOLE   337,927 0 2,293
ALPHABET INC CAP STK CL A 02079K305 44,869 30,615 SH   SOLE   29,924 0 691
AMAZON COM INC COM 023135106 55,978 17,778 SH   SOLE   17,179 0 599
AMDOCS LTD SHS G02602103 6,692 116,560 SH   SOLE   116,137 0 423
AMERICAN EXPRESS CO COM 025816109 41,518 414,148 SH   SOLE   404,645 0 9,503
AMERICAN FINL GROUP INC OHIO COM 025932104 5,352 79,900 SH   SOLE   79,474 0 426
AMERICAN HOMES 4 RENT CL A 02665T306 7,718 270,984 SH   SOLE   270,023 0 961
AMERICAN WTR WKS CO INC NEW COM 030420103 29,631 204,524 SH   SOLE   199,300 0 5,224
ANALOG DEVICES INC COM 032654105 236 2,025 SH   SOLE   2,025 0 0
APPLIED MATLS INC COM 038222105 43,806 736,847 SH   SOLE   719,517 0 17,330
ARCH CAP GROUP LTD ORD G0450A105 4,659 159,267 SH   SOLE   158,336 0 931
ASML HOLDING N V N Y REGISTRY SHS N07059210 63,787 172,737 SH   SOLE   171,053 0 1,684
ATHENEX INC COM 04685N103 1,225 101,252 SH   SOLE   101,252 0 0
ATMOS ENERGY CORP COM 049560105 5,574 58,316 SH   SOLE   57,983 0 333
AUTOHOME INC SP ADR RP CL A 05278C107 1,858 19,355 SH   SOLE   19,355 0 0
AXIS CAP HLDGS LTD SHS G0692U109 8,024 182,192 SH   SOLE   181,602 0 590
BIO RAD LABS INC CL A 090572207 5,319 10,318 SH   SOLE   10,257 0 61
BIOGEN INC COM 09062X103 25,985 91,600 SH   SOLE   89,359 0 2,241
BIOTELEMETRY INC COM 090672106 2,386 52,343 SH   SOLE   52,343 0 0
BOTTOMLINE TECH DEL INC COM 101388106 1,951 46,285 SH   SOLE   46,285 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 24,166 400,835 SH   SOLE   392,682 0 8,153
BRUKER CORP COM 116794108 6,835 171,956 SH   SOLE   171,260 0 696
BURLINGTON STORES INC COM 122017106 7,046 34,190 SH   SOLE   34,043 0 147
BWX TECHNOLOGIES INC COM 05605H100 2,274 40,383 SH   SOLE   40,383 0 0
CABOT CORP COM 127055101 2,111 58,597 SH   SOLE   58,597 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 2,583 65,634 SH   SOLE   65,634 0 0
CARTERS INC COM 146229109 2,090 24,141 SH   SOLE   24,141 0 0
CENTENE CORP DEL COM 15135B101 26,512 454,510 SH   SOLE   442,913 0 11,597
CERENCE INC COM 156727109 7,027 143,798 SH   SOLE   143,202 0 596
CHARLES RIV LABS INTL INC COM 159864107 5,498 24,279 SH   SOLE   24,129 0 150
CHUBB LIMITED COM H1467J104 30,705 264,426 SH   SOLE   257,620 0 6,806
COCA COLA CO COM 191216100 271 5,490 SH   SOLE   5,490 0 0
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108 1,790 43,960 SH   SOLE   43,960 0 0
COLGATE PALMOLIVE CO COM 194162103 40,419 523,905 SH   SOLE   510,953 0 12,952
COMMVAULT SYSTEMS INC COM 204166102 2,007 49,188 SH   SOLE   49,188 0 0
CORTEVA INC COM 22052L104 44,018 1,527,880 SH   SOLE   1,492,747 0 35,133
CORVEL CORP COM 221006109 2,278 26,666 SH   SOLE   26,666 0 0
DESPEGAR COM CORP ORD SHS G27358103 816 128,349 SH   SOLE   128,349 0 0
DIODES INC COM 254543101 2,528 44,789 SH   SOLE   44,789 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 2,309 34,833 SH   SOLE   34,833 0 0
EAST WEST BANCORP INC COM 27579R104 4,883 149,154 SH   SOLE   148,320 0 834
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,890 18,287 SH   SOLE   18,287 0 0
ENERSYS COM 29275Y102 2,259 33,656 SH   SOLE   33,656 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 2,411 131,628 SH   SOLE   131,628 0 0
ESSENTIAL UTILS INC COM 29670G102 5,513 136,965 SH   SOLE   136,180 0 785
EURONET WORLDWIDE INC COM 298736109 4,359 47,852 SH   SOLE   47,593 0 259
EXELIXIS INC COM 30161Q104 8,032 328,500 SH   SOLE   327,305 0 1,195
EXPEDITORS INTL WASH INC COM 302130109 7,219 79,752 SH   SOLE   79,375 0 377
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 5,416 172,983 SH   SOLE   172,068 0 915
FIRST AMERN FINL CORP COM 31847R102 2,255 44,293 SH   SOLE   44,293 0 0
FORWARD AIR CORP COM 349853101 2,394 41,726 SH   SOLE   41,726 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 40,184 199,951 SH   SOLE   195,332 0 4,619
HAIN CELESTIAL GROUP INC COM 405217100 2,382 69,456 SH   SOLE   69,456 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 1,920 89,161 SH   SOLE   89,161 0 0
HMS HLDGS CORP COM 40425J101 1,778 74,218 SH   SOLE   74,218 0 0
HOME DEPOT INC COM 437076102 27,729 99,847 SH   SOLE   97,349 0 2,498
HUB GROUP INC CL A 443320106 2,169 43,211 SH   SOLE   43,211 0 0
HUBBELL INC COM 443510607 5,430 39,682 SH   SOLE   39,470 0 212
HUNTINGTON INGALLS INDS INC COM 446413106 3,947 28,046 SH   SOLE   27,933 0 113
ICU MED INC COM 44930G107 2,243 12,275 SH   SOLE   12,275 0 0
IDACORP INC COM 451107106 2,162 27,054 SH   SOLE   27,054 0 0
INCYTE CORP COM 45337C102 27,521 306,673 SH   SOLE   299,243 0 7,430
INSPERITY INC COM 45778Q107 2,064 31,518 SH   SOLE   31,518 0 0
INVITATION HOMES INC COM 46187W107 25,975 928,013 SH   SOLE   903,535 0 24,478
IPG PHOTONICS CORP COM 44980X109 5,388 31,698 SH   SOLE   31,515 0 183
ISHARES TR 1 3 YR TREAS BD 464287457 6,199 71,657 SH   SOLE   71,657 0 0
ISHARES TR A RATE CP BD ETF 46429B291 2,047 35,400 SH   SOLE   35,400 0 0
ISHARES TR AGENCY BOND ETF 464288166 1,796 14,837 SH   SOLE   14,837 0 0
ISHARES TR CORE S&P MCP ETF 464287507 371 2,001 SH   SOLE   1,907 0 94
ISHARES TR CORE US AGGBD ET 464287226 2,018 17,089 SH   SOLE   17,089 0 0
ISHARES TR IBOXX INV CP ETF 464287242 1,815 13,475 SH   SOLE   13,475 0 0
ISHARES TR MSCI ACWI ETF 464288257 253 3,169 SH   SOLE   3,169 0 0
ISHARES TR MSCI EAFE ETF 464287465 4,234 66,521 SH   SOLE   65,449 0 1,072
ISHARES TR RUS 1000 VAL ETF 464287598 4,396 37,217 SH   SOLE   34,909 0 2,308
JAMES RIV GROUP LTD COM G5005R107 2,411 54,139 SH   SOLE   54,139 0 0
JPMORGAN CHASE & CO COM 46625H100 46,132 479,189 SH   SOLE   467,586 0 11,603
KKR & CO INC COM 48251W104 25,616 745,941 SH   SOLE   727,539 0 18,402
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 4,897 120,329 SH   SOLE   119,667 0 662
L3HARRIS TECHNOLOGIES INC COM 502431109 30,741 180,999 SH   SOLE   176,555 0 4,444
LAMB WESTON HLDGS INC COM 513272104 5,599 84,483 SH   SOLE   84,069 0 414
LAZARD LTD SHS A G54050102 1,148 34,746 SH   SOLE   34,746 0 0
LEIDOS HOLDINGS INC COM 525327102 5,067 56,842 SH   SOLE   56,508 0 334
LINCOLN ELEC HLDGS INC COM 533900106 5,519 59,964 SH   SOLE   59,644 0 320
LUMENTUM HLDGS INC COM 55024U109 8,042 107,044 SH   SOLE   106,612 0 432
LUMINEX CORP DEL COM 55027E102 2,288 87,147 SH   SOLE   87,147 0 0
M D C HLDGS INC COM 552676108 2,228 47,314 SH   SOLE   47,314 0 0
MANPOWERGROUP INC COM 56418H100 1,999 27,267 SH   SOLE   27,267 0 0
MARCUS & MILLICHAP INC COM 566324109 2,321 84,326 SH   SOLE   84,326 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 45,278 1,140,494 SH   SOLE   1,113,739 0 26,755
MAXIMUS INC COM 577933104 4,806 70,253 SH   SOLE   69,845 0 408
MEDTRONIC PLC SHS G5960L103 34,262 329,700 SH   SOLE   321,329 0 8,371
MOTOROLA SOLUTIONS INC COM NEW 620076307 45,156 287,967 SH   SOLE   281,402 0 6,565
MUELLER WTR PRODS INC COM SER A 624758108 2,362 227,370 SH   SOLE   227,370 0 0
NATIONAL RETAIL PROPERTIES I COM 637417106 5,020 145,460 SH   SOLE   144,742 0 718
NV5 GLOBAL INC COM 62945V109 2,383 45,157 SH   SOLE   45,157 0 0
NVR INC COM 62944T105 4,055 993 SH   SOLE   993 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,142 237,075 SH   SOLE   235,669 0 1,406
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,768 46,873 SH   SOLE   46,873 0 0
PARSONS CORPORATION COM 70202L102 2,183 65,087 SH   SOLE   65,087 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,300 48,250 SH   SOLE   48,250 0 0
PERFICIENT INC COM 71375U101 2,471 57,824 SH   SOLE   57,824 0 0
PGT INNOVATIONS INC COM 69336V101 2,683 153,147 SH   SOLE   153,147 0 0
PNM RES INC COM 69349H107 2,168 52,462 SH   SOLE   52,462 0 0
PPG INDS INC COM 693506107 32,748 268,248 SH   SOLE   261,341 0 6,907
QORVO INC COM 74736K101 5,806 45,007 SH   SOLE   44,758 0 249
RAMBUS INC DEL COM 750917106 2,097 153,179 SH   SOLE   153,179 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 28,124 488,777 SH   SOLE   477,054 0 11,723
REINSURANCE GRP OF AMERICA I COM NEW 759351604 8,182 85,952 SH   SOLE   85,695 0 257
RENAISSANCERE HLDGS LTD COM G7496G103 2,140 12,609 SH   SOLE   12,609 0 0
ROBERT HALF INTL INC COM 770323103 5,434 102,645 SH   SOLE   102,081 0 564
ROCKWELL AUTOMATION INC COM 773903109 26,754 121,236 SH   SOLE   118,276 0 2,960
SANDERSON FARMS INC COM 800013104 2,398 20,327 SH   SOLE   20,327 0 0
SANOFI SPONSORED ADR 80105N105 58,353 1,163,104 SH   SOLE   1,155,681 0 7,423
SAP SE SPON ADR 803054204 86,133 552,805 SH   SOLE   547,331 0 5,474
SCHWAB CHARLES CORP COM 808513105 26,295 725,778 SH   SOLE   709,541 0 16,237
SEMPRA ENERGY COM 816851109 33,177 280,305 SH   SOLE   273,170 0 7,135
SKYWORKS SOLUTIONS INC COM 83088M102 30,288 208,162 SH   SOLE   202,424 0 5,738
SMITH & NEPHEW GROUP PLC SPDN ADR NEW 83175M205 74,102 1,895,197 SH   SOLE   1,882,336 0 12,861
SMITH A O CORP COM 831865209 5,625 106,536 SH   SOLE   105,936 0 600
STANLEY BLACK & DECKER INC COM 854502101 34,979 215,653 SH   SOLE   210,053 0 5,600
STERIS PLC SHS USD G8473T100 5,589 31,723 SH   SOLE   31,539 0 184
SYNCHRONY FINANCIAL COM 87165B103 5,743 219,458 SH   SOLE   218,254 0 1,204
SYSCO CORP COM 871829107 29,121 468,037 SH   SOLE   458,949 0 9,088
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 90,097 1,111,352 SH   SOLE   1,103,821 0 7,531
TCF FINL CORP COM 872307103 1,927 82,480 SH   SOLE   82,480 0 0
TE CONNECTIVITY LTD REG SHS H84989104 29,480 301,620 SH   SOLE   293,801 0 7,819
TELEPHONE & DATA SYS INC COM NEW 879433829 1,046 56,729 SH   SOLE   56,729 0 0
TORO CO COM 891092108 5,484 65,321 SH   SOLE   64,956 0 365
TOTAL SE SPONSORED ADS 89151E109 50,298 1,466,406 SH   SOLE   1,451,403 0 15,003
TRANE TECHNOLOGIES PLC SHS G8994E103 27,125 223,714 SH   SOLE   218,138 0 5,576
UBER TECHNOLOGIES INC COM 90353T100 29,842 818,027 SH   SOLE   803,819 0 14,208
ULTA BEAUTY INC COM 90384S303 6,469 28,881 SH   SOLE   28,749 0 132
UNION PAC CORP COM 907818108 28,844 146,511 SH   SOLE   142,916 0 3,595
UNITED BANKSHARES INC WEST V COM 909907107 1,808 84,206 SH   SOLE   84,206 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,045 120,768 SH   SOLE   120,768 0 0
UNITED PARCEL SERVICE INC CL B 911312106 41,995 252,024 SH   SOLE   245,573 0 6,451
VERIZON COMMUNICATIONS INC COM 92343V104 40,443 679,830 SH   SOLE   663,059 0 16,771
VICI PPTYS INC COM 925652109 9,052 387,341 SH   SOLE   385,934 0 1,407
VISA INC COM CL A 92826C839 25,982 129,930 SH   SOLE   126,770 0 3,160
VMWARE INC CL A COM 928563402 40,381 281,071 SH   SOLE   274,670 0 6,401
VULCAN MATLS CO COM 929160109 6,290 46,406 SH   SOLE   46,155 0 251
WNS HLDGS LTD SPON ADR 92932M101 2,181 34,097 SH   SOLE   34,097 0 0
ZAI LAB LTD ADR 98887Q104 1,775 21,338 SH   SOLE   21,338 0 0