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
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COCOM88579Y10151,125291,442SH SOLE 285,05506,387
ADVANCED ENERGY INDSCOM0079731002,63530,033SH SOLE 30,03300
AIR LEASE CORPCL A00912X3025,156131,060SH SOLE 131,06000
ALPHABET INCCAP STK CL A02079K30582,17930,738SH SOLE 29,9460792
AMAZON COM INCCOM02313510679,22224,116SH SOLE 23,2760840
AMDOCS LTDSHSG026021039,288122,684SH SOLE 122,1710513
AMERICAN EAGLE OUTFITTERS INCOM02553E1062,714105,202SH SOLE 105,20200
AMERICAN EXPRESS COCOM02581610937,934226,432SH SOLE 221,03205,400
AMERICAN FINL GROUP INC OHIOCOM0259321048,89570,688SH SOLE 70,3930295
ANALOG DEVICES INCCOM0326541052341,400SH SOLE 1,40000
APPLIED MATLS INCCOM03822210554,759425,376SH SOLE 415,46109,915
APRIA INCCOM03836A1012,74373,827SH SOLE 73,82700
ARCH CAP GROUP LTDORDG0450A1059,886258,928SH SOLE 257,9680960
ASML HOLDING N VN Y REGISTRY SHSN0705921060,93481,778SH SOLE 80,9000878
ATMOS ENERGY CORPCOM0495601058,36394,817SH SOLE 94,4750342
AXIS CAP HLDGS LTDSHSG0692U10911,155242,287SH SOLE 241,6320655
BANCO SANTANDER S.A.ADR05964H10549,69613,728,197SH SOLE 13,555,6630172,534
BAXTER INTL INCCOM07181310935,082436,180SH SOLE 425,666010,514
BED BATH & BEYOND INCCOM07589610010,716620,314SH SOLE 619,27601,038
BIOGEN INCCOM09062X10352,387185,118SH SOLE 181,47903,639
BOK FINL CORPCOM NEW05561Q2019,414105,126SH SOLE 104,7990327
BOTTOMLINE TECH DEL INCCOM1013881062,83072,059SH SOLE 72,05900
BRISTOL-MYERS SQUIBB COCOM11012210843,249730,920SH SOLE 712,889018,031
BUILDERS FIRSTSOURCE INCCOM12008R1079,672186,938SH SOLE 186,4120526
BURLINGTON STORES INCCOM12201710610,70337,744SH SOLE 37,6120132
BWX TECHNOLOGIES INCCOM05605H1002,79351,858SH SOLE 51,85800
CABOT CORPCOM1270551012,75654,997SH SOLE 54,99700
CARDIOVASCULAR SYS INC DELCOM1416191062,41573,552SH SOLE 73,55200
CATHAY GEN BANCORPCOM1491501042,96171,533SH SOLE 71,53300
CENTENE CORP DELCOM15135B10152,269838,851SH SOLE 820,354018,497
CHIMERIX INCCOM16934W1061,093176,606SH SOLE 176,60600
CHUBB LIMITEDCOMH1467J10448,389278,933SH SOLE 272,45406,479
COCA-COLA FEMSA SAB DE CVSPONSORD ADR REP1912411082,72848,485SH SOLE 48,48500
COGNYTE SOFTWARE LTDORD SHSM251331052,340113,880SH SOLE 113,88000
COHU INCCOM1925761062,91691,298SH SOLE 91,29800
COLGATE PALMOLIVE COCOM19416210350,344666,100SH SOLE 650,410015,690
CORTEVA INCCOM22052L10454,9461,305,745SH SOLE 1,276,836028,909
DESPEGAR COM CORPORD SHSG273581032,909241,814SH SOLE 241,81400
DIODES INCCOM2545431013,32736,731SH SOLE 36,73100
DOLBY LABORATORIES INCCOM CL A25659T1078,07391,736SH SOLE 91,4560280
EAST WEST BANCORP INCCOM27579R10410,270132,451SH SOLE 131,8840567
EMERGENT BIOSOLUTIONS INCCOM29089Q1051,98439,633SH SOLE 39,63300
ENVESTNET INCCOM29404K1062,94436,688SH SOLE 36,68800
ESSENTIAL UTILS INCCOM29670G1029,592208,151SH SOLE 207,3950756
EURONET WORLDWIDE INCCOM2987361098,47366,568SH SOLE 66,2960272
EXELIXIS INCCOM30161Q10413,050617,306SH SOLE 615,94301,363
EXPEDITORS INTL WASH INCCOM30213010910,23885,938SH SOLE 85,6120326
FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R30310,482231,191SH SOLE 230,2970894
FIRST AMERN FINL CORPCOM31847R1023,32349,558SH SOLE 49,55800
FIRST HORIZON CORPORATIONCOM3205171059,025554,047SH SOLE 552,08101,966
FISERV INCCOM33773810853,654494,504SH SOLE 483,651010,853
FORWARD AIR CORPCOM3498531012,73032,884SH SOLE 32,88400
FRESENIUS MED CARE AG&CO KGASPONSORED ADR35802910644,6131,275,753SH SOLE 1,261,550014,203
GAP INCCOM36476010833,3141,467,592SH SOLE 1,454,834012,758
GILEAD SCIENCES INCCOM3755581032593,703SH SOLE 3,70300
GOLDMAN SACHS GROUP INCCOM38141G10449,373130,605SH SOLE 127,59203,013
GRAFTECH INTL LTDCOM38431350815,1811,471,000SH SOLE 1,469,63801,362
HAIN CELESTIAL GROUP INCCOM4052171003,03270,866SH SOLE 70,86600
HARMONY BIOSCIENCES HLDGS INCOM4131971043,15282,222SH SOLE 82,22200
HAWAIIAN HOLDINGS INCCOM4198791013,239149,560SH SOLE 149,56000
HEALTHCARE SVCS GROUP INCCOM4219061082,18087,223SH SOLE 87,22300
HUBBELL INCCOM4435106079,74753,947SH SOLE 53,7170230
ICU MED INCCOM44930G1072,66011,399SH SOLE 11,39900
IDACORP INCCOM4511071063,16530,619SH SOLE 30,61900
INCYTE CORPCOM45337C10223,676344,231SH SOLE 338,69305,538
ING GROEP N.V.SPONSORED ADR4568371034,446306,850SH SOLE 306,85000
INNOVAGE HLDG CORPCOM45784A1041,313198,642SH SOLE 198,64200
INSPERITY INCCOM45778Q1072,84725,710SH SOLE 25,71000
INVITATION HOMES INCCOM46187W1073709,653SH SOLE 8,8910762
IPG PHOTONICS CORPCOM44980X1098,02350,651SH SOLE 50,5140137
ISHARES TR1 3 YR TREAS BD4642874577,56787,838SH SOLE 87,83800
ISHARES TRA RATE CP BD ETF46429B2914,85486,175SH SOLE 86,17500
ISHARES TRAGENCY BOND ETF4642881662,47620,895SH SOLE 20,89500
ISHARES TRCORE S&P MCP ETF4642875072,97811,321SH SOLE 11,0400281
ISHARES TRCORE US AGGBD ET4642872262,20519,199SH SOLE 19,19900
ISHARES TRMSCI ACWI ETF4642882572392,396SH SOLE 2,39600
ISHARES TRMSCI EAFE ETF46428746526,464339,238SH SOLE 332,12207,116
ISHARES TRRUS 1000 VAL ETF46428759812,42979,412SH SOLE 77,40202,010
ITAU UNIBANCO HLDG S ASPON ADR REP PFD46556210684,25015,986,767SH SOLE 15,840,5460146,221
JAMES RIV GROUP LTDCOMG5005R1073,07181,401SH SOLE 81,40100
JPMORGAN CHASE & COCOM46625H10055,431338,637SH SOLE 330,50408,133
KKR & CO INCCOM48251W10433,018542,343SH SOLE 529,480012,863
KONINKLIJKE PHILIPS N VNY REGIS SHS NEW50047230343,694983,224SH SOLE 971,787011,437
L3HARRIS TECHNOLOGIES INCCOM50243110951,242232,663SH SOLE 227,13505,528
LAMB WESTON HLDGS INCCOM5132721048,505138,583SH SOLE 138,1100473
LEIDOS HOLDINGS INCCOM5253271029,675100,640SH SOLE 100,2550385
LINCOLN ELEC HLDGS INCCOM5339001069,63874,838SH SOLE 74,5470291
MANPOWERGROUP INC WISCOM56418H1002,58723,891SH SOLE 23,89100
MARCUS & MILLICHAP INCCOM5663241092,88270,951SH SOLE 70,95100
MARVELL TECHNOLOGY INCCOM57387410462,2331,031,884SH SOLE 1,008,414023,470
MASTERCARD INCORPORATEDCL A57636Q10434,01497,832SH SOLE 95,77702,055
MAXIMUS INCCOM5779331048,831106,141SH SOLE 105,6840457
MEDTRONIC PLCSHSG5960L10335,899286,393SH SOLE 279,55806,835
MERCK & CO INCCOM58933Y1053734,963SH SOLE 4,96300
MERCURY SYS INCCOM58937810810,478220,956SH SOLE 220,6670289
MONARCH CASINO & RESORT INCCOM6090271073,08546,057SH SOLE 46,05700
MOTOROLA SOLUTIONS INCCOM NEW62007630764,232276,482SH SOLE 270,43306,049
NATIONAL RETAIL PROPERTIES ICOM6374171068,925206,646SH SOLE 205,9340712
NETSTREIT CORPCOM64119V3032,446103,414SH SOLE 103,41400
NUVASIVE INCCOM6707041052,83347,328SH SOLE 47,32800
NV5 GLOBAL INCCOM62945V1092,90629,478SH SOLE 29,47800
ON SEMICONDUCTOR CORPCOM6821891059,366204,628SH SOLE 203,7460882
PARSONS CORP DELCOM70202L1022,38870,749SH SOLE 70,74900
PENN NATL GAMING INCCOM70756910932,468448,082SH SOLE 441,74106,341
PERFICIENT INCCOM71375U1013,12026,965SH SOLE 26,96500
PGT INNOVATIONS INCCOM69336V1012,536132,779SH SOLE 132,77900
PRINCIPAL FINANCIAL GROUP INCOM74251V10255,296858,641SH SOLE 839,339019,302
PROSPERITY BANCSHARES INCCOM7436061053,01842,436SH SOLE 42,43600
QORVO INCCOM74736K1018,80152,638SH SOLE 52,3900248
RADA ELECTR INDS LTDCOM PAR NEWM818631241,410132,549SH SOLE 132,54900
RAMBUS INC DELCOM7509171062,613117,694SH SOLE 117,69400
RAYTHEON TECHNOLOGIES CORPCOM75513E10140,341469,294SH SOLE 459,043010,251
REINSURANCE GRP OF AMERICA ICOM NEW75935160412,122108,949SH SOLE 108,6790270
RENAISSANCERE HLDGS LTDCOMG7496G1032,74719,707SH SOLE 19,70700
SAP SESPON ADR80305420482,116608,089SH SOLE 601,14506,944
SCHWAB CHARLES CORPCOM80851310538,291525,690SH SOLE 513,250012,440
SEMPRACOM81685110945,976363,443SH SOLE 354,34309,100
SIGNATURE BK NEW YORK N YCOM82669G10410,72039,370SH SOLE 39,2350135
SKYWORKS SOLUTIONS INCCOM83088M10234,421208,888SH SOLE 203,78805,100
SMITH & NEPHEW PLCSPDN ADR NEW83175M20558,3421,698,947SH SOLE 1,684,938014,009
SONY GROUP CORPORATIONSPONSORED ADR83569930779,780721,473SH SOLE 712,69608,777
SOUTHWEST AIRLS COCOM84474110833,939659,913SH SOLE 644,434015,479
STANLEY BLACK & DECKER INCCOM8545021012321,325SH SOLE 1,1730152
STERIS PLCSHS USDG8473T1009,40646,044SH SOLE 45,8640180
SYSCO CORPCOM87182910738,612491,868SH SOLE 480,800011,068
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910058,389522,968SH SOLE 517,77905,189
TE CONNECTIVITY LTDREG SHSH8498910433,725245,773SH SOLE 239,61306,160
TEXAS CAP BANCSHARES INCCOM88224Q1072,89048,157SH SOLE 48,15700
TJX COS INC NEWCOM87254010932,850497,877SH SOLE 485,997011,880
TORO COCOM8910921088,12183,368SH SOLE 83,0160352
UBER TECHNOLOGIES INCCOM90353T10052,0981,162,906SH SOLE 1,145,209017,697
ULTA BEAUTY INCCOM90384S30311,76732,604SH SOLE 32,4800124
UNION PAC CORPCOM90781810843,357221,200SH SOLE 217,08404,116
UNITED BANKSHARES INC WEST VCOM9099071072,99782,369SH SOLE 82,36900
UNITED CMNTY BKS BLAIRSVLE GCOM90984P3033,13095,382SH SOLE 95,38200
UNITED PARCEL SERVICE INCCL B91131210646,404254,826SH SOLE 249,09805,728
US BANCORP DELCOM NEW90297330451,950873,995SH SOLE 853,562020,433
VICI PPTYS INCCOM9256521099,713341,881SH SOLE 340,55101,330
VONTIER CORPORATIONCOM9288811019,387279,369SH SOLE 278,5960773
WELLTOWER INCCOM95040Q10434,081413,607SH SOLE 403,569010,038
WEX INCCOM96208T1048,37047,521SH SOLE 47,434087
WNS HLDGS LTDSPON ADR92932M1013,12638,219SH SOLE 38,21900
YUM CHINA HLDGS INCCOM98850P10962,1031,068,707SH SOLE 1,058,553010,154