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
ABBOTT LABS COM 002824100 119,047 1,508,646 SH   DFND N/A 1,508,646 0 0
ABBVIE INC COM 00287Y109 35,456 465,362 SH   DFND N/A 465,362 0 0
ADVANCED ENERGY INDS COM 007973100 3,068 63,262 SH   DFND N/A 63,262 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 677 50,138 SH   DFND N/A 50,138 0 0
ALLERGAN PLC SHS G0177J108 61,862 349,307 SH   DFND N/A 349,307 0 0
ALLSTATE CORP COM 020002101 130,000 1,417,198 SH   DFND N/A 1,417,198 0 0
ALPHABET INC CAP STK CL C 02079K107 156,146 134,283 SH   DFND N/A 134,283 0 0
ALTAIR ENGR INC COM CL A 021369103 2,692 101,577 SH   DFND N/A 101,577 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 44,343 1,828,565 SH   DFND N/A 1,828,565 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 5,167 89,387 SH   DFND N/A 89,387 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 7,001 153,126 SH   DFND N/A 153,126 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 3,118 142,392 SH   DFND N/A 142,392 0 0
AVERY DENNISON CORP COM 053611109 141,831 1,392,273 SH   DFND N/A 1,392,273 0 0
BANK AMER CORP COM 060505104 64,856 3,054,935 SH   DFND N/A 3,054,935 0 0
BOSTON SCIENTIFIC CORP COM 101137107 50,669 1,552,826 SH   DFND N/A 1,552,826 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 65,962 1,183,389 SH   DFND N/A 1,183,389 0 0
BWX TECHNOLOGIES INC COM 05605H100 1,850 37,983 SH   DFND N/A 37,983 0 0
CACI INTL INC CL A 127190304 5,188 24,571 SH   DFND N/A 24,571 0 0
CALLAWAY GOLF CO COM 131193104 1,761 172,351 SH   DFND N/A 172,351 0 0
CARTERS INC COM 146229109 2,297 34,951 SH   DFND N/A 34,951 0 0
CENTENE CORP DEL COM 15135B101 82,980 1,396,736 SH   DFND N/A 1,396,736 0 0
CENTERSTATE BK CORP COM 15201P109 3,294 191,188 SH   DFND N/A 191,188 0 0
CHEVRON CORP NEW COM 166764100 73,867 1,019,423 SH   DFND N/A 1,019,423 0 0
CHUBB LIMITED COM H1467J104 67,752 606,611 SH   DFND N/A 606,611 0 0
CIGNA CORP NEW COM 125523100 68,845 388,562 SH   DFND N/A 388,562 0 0
CITIGROUP INC COM NEW 172967424 45,801 1,087,385 SH   DFND N/A 1,087,385 0 0
COLFAX CORP COM 194014106 3,468 175,128 SH   DFND N/A 175,128 0 0
COMFORT SYS USA INC COM 199908104 2,565 70,188 SH   DFND N/A 70,188 0 0
CONOCOPHILLIPS COM 20825C104 48,631 1,578,920 SH   DFND N/A 1,578,920 0 0
CORE MARK HOLDING CO INC COM 218681104 8,495 297,323 SH   DFND N/A 297,323 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 3,455 41,519 SH   DFND N/A 41,519 0 0
CSG SYS INTL INC COM 126349109 1,309 31,270 SH   DFND N/A 31,270 0 0
CSX CORP COM 126408103 43,755 763,611 SH   DFND N/A 763,611 0 0
DEERE & CO COM 244199105 15,971 115,600 SH   DFND N/A 115,600 0 0
DESCARTES SYS GROUP INC COM 249906108 8,249 239,859 SH   DFND N/A 239,859 0 0
DIGITAL RLTY TR INC COM 253868103 19,045 137,100 SH   DFND N/A 137,100 0 0
DOW INC COM 260557103 21,817 746,149 SH   DFND N/A 746,149 0 0
DUPONT DE NEMOURS INC COM 26614N102 41,884 1,228,269 SH   DFND N/A 1,228,269 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 4,960 201,311 SH   DFND N/A 201,311 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 4,069 70,325 SH   DFND N/A 70,325 0 0
ENCORE CAP GROUP INC COM 292554102 4,874 208,483 SH   DFND N/A 208,483 0 0
ENERSYS COM 29275Y102 2,488 50,235 SH   DFND N/A 50,235 0 0
FACEBOOK INC CL A 30303M102 28,489 170,800 SH   DFND N/A 170,800 0 0
FB FINL CORP COM 30257X104 3,024 153,359 SH   DFND N/A 153,359 0 0
FIVE9 INC COM 338307101 7,327 95,825 SH   DFND N/A 95,825 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 872 27,179 SH   DFND N/A 27,179 0 0
GENUINE PARTS CO COM 372460105 58,688 871,653 SH   DFND N/A 871,653 0 0
GLACIER BANCORP INC NEW COM 37637Q105 8,050 236,716 SH   DFND N/A 236,716 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 54,761 354,236 SH   DFND N/A 354,236 0 0
HONEYWELL INTL INC COM 438516106 128,064 957,205 SH   DFND N/A 957,205 0 0
INGEVITY CORP COM 45688C107 1,543 43,841 SH   DFND N/A 43,841 0 0
INOVALON HLDGS INC COM CL A 45781D101 6,106 366,491 SH   DFND N/A 366,491 0 0
INTEGER HLDGS CORP COM 45826H109 2,249 35,770 SH   DFND N/A 35,770 0 0
ITRON INC COM 465741106 2,639 47,277 SH   DFND N/A 47,277 0 0
J2 GLOBAL INC COM 48123V102 5,975 79,826 SH   DFND N/A 79,826 0 0
JPMORGAN CHASE & CO COM 46625H100 130,745 1,452,236 SH   DFND N/A 1,452,236 0 0
KINSALE CAP GROUP INC COM 49714P108 8,595 82,226 SH   DFND N/A 82,226 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 3,754 114,438 SH   DFND N/A 114,438 0 0
KNOWLES CORP COM 49926D109 4,300 321,376 SH   DFND N/A 321,376 0 0
LAS VEGAS SANDS CORP COM 517834107 24,072 566,801 SH   DFND N/A 566,801 0 0
LEIDOS HLDGS INC COM 525327102 69,571 759,096 SH   DFND N/A 759,096 0 0
LHC GROUP INC COM 50187A107 6,930 49,428 SH   DFND N/A 49,428 0 0
MANTECH INTL CORP CL A 564563104 9,630 132,520 SH   DFND N/A 132,520 0 0
MCDONALDS CORP COM 580135101 41,896 253,377 SH   DFND N/A 253,377 0 0
MEDPACE HLDGS INC COM 58506Q109 5,272 71,850 SH   DFND N/A 71,850 0 0
MEDTRONIC PLC SHS G5960L103 68,658 761,340 SH   DFND N/A 761,340 0 0
MERCK & CO INC COM 58933Y105 99,630 1,294,904 SH   DFND N/A 1,294,904 0 0
METROPOLITAN BK HLDG CORP COM 591774104 2,813 104,461 SH   DFND N/A 104,461 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 50,168 72,653 SH   DFND N/A 72,653 0 0
MICROSOFT CORP COM 594918104 182,924 1,159,876 SH   DFND N/A 1,159,876 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 7,284 302,853 SH   DFND N/A 302,853 0 0
NORTHROP GRUMMAN CORP COM 666807102 45,616 150,772 SH   DFND N/A 150,772 0 0
NVIDIA CORP COM 67066G104 99,163 376,188 SH   DFND N/A 376,188 0 0
NXP SEMICONDUCTORS N V COM N6596X109 54,079 652,103 SH   DFND N/A 652,103 0 0
PARKER HANNIFIN CORP COM 701094104 87,590 675,175 SH   DFND N/A 675,175 0 0
PFIZER INC COM 717081103 103,262 3,163,660 SH   DFND N/A 3,163,660 0 0
POLYONE CORP COM 73179P106 5,301 279,427 SH   DFND N/A 279,427 0 0
PRIMORIS SVCS CORP COM 74164F103 3,678 231,298 SH   DFND N/A 231,298 0 0
QTS RLTY TR INC COM CL A 74736A103 6,281 108,278 SH   DFND N/A 108,278 0 0
SHENANDOAH TELECOMMUNICATION COM 82312B106 3,874 78,663 SH   DFND N/A 78,663 0 0
SOUTHWEST AIRLS CO COM 844741108 41,897 1,176,552 SH   DFND N/A 1,176,552 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 5,807 180,017 SH   DFND N/A 180,017 0 0
STANLEY BLACK & DECKER INC COM 854502101 33,079 330,788 SH   DFND N/A 330,788 0 0
STERIS PLC SHS USD G8473T100 5,371 38,371 SH   DFND N/A 38,371 0 0
SUMMIT MATLS INC CL A 86614U100 5,604 373,568 SH   DFND N/A 373,568 0 0
TE CONNECTIVITY LTD REG SHS H84989104 6,862 108,961 SH   DFND N/A 108,961 0 0
TREEHOUSE FOODS INC COM 89469A104 2,836 64,227 SH   DFND N/A 64,227 0 0
TWIST BIOSCIENCE CORP COM 90184D100 3,232 105,677 SH   DFND N/A 105,677 0 0
VERINT SYS INC COM 92343X100 3,424 79,626 SH   DFND N/A 79,626 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 57,944 1,078,425 SH   DFND N/A 1,078,425 0 0
VICI PPTYS INC COM 925652109 27,372 1,644,969 SH   DFND N/A 1,644,969 0 0
VIRTU FINL INC CL A 928254101 1,041 50,000 SH   DFND N/A 50,000 0 0
VISA INC COM CL A 92826C839 162,147 1,006,374 SH   DFND N/A 1,006,374 0 0
VMWARE INC CL A COM 928563402 63,546 524,740 SH   DFND N/A 524,740 0 0
WELLS FARGO CO NEW COM 949746101 54,153 1,886,866 SH   DFND N/A 1,886,866 0 0
WERNER ENTERPRISES INC COM 950755108 5,270 145,333 SH   DFND N/A 145,333 0 0