0001015308-16-000012.txt : 20160502 0001015308-16-000012.hdr.sgml : 20160502 20160502121348 ACCESSION NUMBER: 0001015308-16-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160502 DATE AS OF CHANGE: 20160502 EFFECTIVENESS DATE: 20160502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEDGE CAPITAL MANAGEMENT L L P/NC CENTRAL INDEX KEY: 0001015308 IRS NUMBER: 561557450 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05670 FILM NUMBER: 161610667 BUSINESS ADDRESS: STREET 1: 301 SOUTH COLLEGE STREET SUITE 2920 CITY: CHARLOTTE STATE: NC ZIP: 28202-6002 BUSINESS PHONE: 7043346475 MAIL ADDRESS: STREET 1: 301 SOUTH COLLEGE STREET SUITE 2920 CITY: CHARLOTTE STATE: NC ZIP: 28202 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001015308 XXXXXXXX 03-31-2016 03-31-2016 WEDGE CAPITAL MANAGEMENT L L P/NC
301 SOUTH COLLEGE STREET SUITE 2920 CHARLOTTE NC 28202
13F HOLDINGS REPORT 028-05670 N
Bradley W. Horstmann General Partner & CCO 704-334-6475 Bradley W. Horstmann Charlotte NC 05-02-2016 0 571 9599667 false
INFORMATION TABLE 2 2016Q113F.xml WEDGE CAPITAL MANAGEMENT 2016Q1 13F 3M COMPANY COM 88579Y101 23580 141513 SH SOLE 107938 0 33575 AARON'S INC COM 002535300 13925 554790 SH SOLE 502751 0 52039 ABBVIE INC COM 00287Y109 40126 702481 SH SOLE 536781 0 165700 ABM INDUSTRIES INC. COM 000957100 16060 497060 SH SOLE 452160 0 44900 ACCENTURE PLC COM G1151C101 38781 336053 SH SOLE 257458 0 78595 ACTIVISION BLIZZARD INC COM 00507V109 59071 1745592 SH SOLE 1337797 0 407795 ACTUANT CORP COM 00508X203 27894 1128847 SH SOLE 1026647 0 102200 ADDUS HOMECARE CORP COM 006739106 390 22700 SH SOLE 22700 0 0 AECOM TECHNOLOGY CORP DELAWACO COM 00766T100 44753 1453494 SH SOLE 1344029 0 109465 AETNA INC COM 00817Y108 40229 358070 SH SOLE 273870 0 84200 AGCO CORP COM 001084102 22178 446241 SH SOLE 340247 0 105994 AIR METHODS CORP COM 009128307 32561 898975 SH SOLE 815265 0 83710 AIR PRODS & CHEMS INC COM 009158106 8860 61505 SH SOLE 47123 0 14382 AIRCASTLE LTD COM G0129K104 10944 492071 SH SOLE 449916 0 42155 ALAMO GROUP INC COM 011311107 1023 18359 SH SOLE 18359 0 0 ALBANY INTL CORP COM 012348108 363 9664 SH SOLE 9664 0 0 ALBEMARLE CORP COM 012653101 8998 140742 SH SOLE 107341 0 33401 ALLSTATE CORP COM 020002101 130686 1939819 SH SOLE 1588634 0 351185 ALTRA INDUSTRIAL MOTION CORP COM 02208R106 14208 511459 SH SOLE 463959 0 47500 AMDOCS LTD COM G02602103 1079 17855 SH SOLE 17855 0 0 AMEREN CORP COM 023608102 16492 329181 SH SOLE 258356 0 70825 AMERESCO INC COM 02361E108 468 98100 SH SOLE 98100 0 0 AMERICAN AXLE & MFG HLDGS INCO COM 024061103 525 34117 SH SOLE 34117 0 0 AMERICAN ELECTRIC POWER COM 025537101 13864 208799 SH SOLE 157313 0 51486 AMERICAN FINL GROUP INC OHIOCO COM 025932104 990 14073 SH SOLE 14073 0 0 AMERICAN INTERNATIONAL GROUP I COM 026874784 37418 692276 SH SOLE 561421 0 130855 AMERICAN NATL BANKSHARES INCCO COM 027745108 251 9900 SH SOLE 9900 0 0 AMERICAN SOFTWARE INC COM 029683109 716 79550 SH SOLE 79550 0 0 AMERIPRISE FINANCIAL INC COM 03076C106 24708 262823 SH SOLE 199828 0 62995 AMERISOURCEBERGEN CORP COM 03073E105 39983 461966 SH SOLE 353601 0 108365 AMGEN INC COM 031162100 41874 279291 SH SOLE 213886 0 65405 AMSURG CORP COM 03232P405 46640 625207 SH SOLE 565948 0 59259 ANTHEM INC COM 036752103 40285 289840 SH SOLE 222055 0 67785 APACHE CORP COM 037411105 9115 186750 SH SOLE 169250 0 17500 ARCBEST CORP COM 03937C105 723 33510 SH SOLE 33510 0 0 ARCHER DANIELS MIDLAND COM 039483102 8231 226686 SH SOLE 173106 0 53580 ARGAN INC COM 04010E109 1452 41300 SH SOLE 41300 0 0 ARGO GROUP INTL HLDGS LTD COM G0464B107 23830 415233 SH SOLE 376420 0 38813 ARROW FINL CORP COM 042744102 825 31062 SH SOLE 31062 0 0 ASHFORD HOSPITALITY PRIME INCO COM 044102101 559 47900 SH SOLE 47900 0 0 ASHLAND INC COM 044209104 129100 1174066 SH SOLE 958166 0 215900 ASPEN INSURANCE HOLDINGS LTDSH COM G05384105 30901 647815 SH SOLE 587215 0 60600 ASPEN TECHNOLOGY INC COM 045327103 631 17465 SH SOLE 17465 0 0 ASSOCIATED BANC CORP COM COM 045487105 665 37062 SH SOLE 37062 0 0 ASSURANT INC COM 04621X108 31274 405368 SH SOLE 366468 0 38900 ASTRAZENECA PLC COM 046353108 39877 1416079 SH SOLE 1082969 0 333110 ATLAS AIR WORLDWIDE HLDGS INCO COM 049164205 11879 281028 SH SOLE 255228 0 25800 AUTOLIV INC COM 052800109 23988 202467 SH SOLE 154467 0 48000 AVALONBAY CMNTYS INC COM 053484101 87228 458614 SH SOLE 376014 0 82600 B & G FOODS INC COM 05508R106 15930 457632 SH SOLE 414832 0 42800 BALL CORP COM 058498106 8632 121085 SH SOLE 92445 0 28640 BANCFIRST CORP COM 05945F103 3861 67708 SH SOLE 60808 0 6900 BANK HAWAII CORP COM 062540109 662 9697 SH SOLE 9697 0 0 BANK OF AMERICA CORP COM 060505104 37769 2793563 SH SOLE 2278203 0 515360 BARRETT BUSINESS SERVICES INCO COM 068463108 584 20300 SH SOLE 20300 0 0 BBCN BANCORP INC COM 073295107 9289 611500 SH SOLE 553685 0 57815 BEL FUSE INC COM 077347300 422 28900 SH SOLE 28900 0 0 BELDEN INC COM 077454106 17211 280393 SH SOLE 255493 0 24900 BERKSHIRE HATHAWAY INC COM 084670702 14445 101808 SH SOLE 92158 0 9650 BERKSHIRE HILLS BANCORP INC CO COM 084680107 7229 268845 SH SOLE 243545 0 25300 BEST BUY INC COM 086516101 698 21527 SH SOLE 21527 0 0 BIG 5 SPORTING GOODS CORP COM COM 08915P101 451 40600 SH SOLE 40600 0 0 BIG LOTS INC COM 089302103 15746 347670 SH SOLE 317270 0 30400 BIO TELEMETRY INC COM 090672106 813 69600 SH SOLE 69600 0 0 BLOOMIN BRANDS INC COM 094235108 13696 811826 SH SOLE 735826 0 76000 BLUE CAP REINS HLDGS LTD COM COM G1190F107 731 40800 SH SOLE 40800 0 0 BOISE CASCADE CO COM 09739D100 440 21229 SH SOLE 21229 0 0 BOSTON SCIENTIFIC CORP COM 101137107 42714 2270799 SH SOLE 1734074 0 536725 BOYD GAMING CORP COM 103304101 356 17255 SH SOLE 17255 0 0 BP plc COM 055622104 14867 492596 SH SOLE 378263 0 114333 BRAVO BRIO RESTAURANT GROUP CO COM 10567B109 888 114540 SH SOLE 114540 0 0 BRIDGEPOINT ED INC COM COM 10807M105 232 23049 SH SOLE 23049 0 0 BRIGGS & STRATTON CORP COM COM 109043109 398 16643 SH SOLE 16643 0 0 BROADRIDGE FINL SOLUTIONS INCO COM 11133T103 927 15631 SH SOLE 15631 0 0 BROOKLINE BANCORP INC COM 11373M107 312 28325 SH SOLE 28325 0 0 BRUNSWICK CORP COM 117043109 84472 1760572 SH SOLE 1442391 0 318181 BUILD A BEAR WORKSHOP COM 120076104 249 19200 SH SOLE 19200 0 0 CABOT CORP COM 127055101 14024 290171 SH SOLE 263965 0 26206 CACI INTL INC COM 127190304 17428 163335 SH SOLE 148690 0 14645 CALERES INC COM COM 129500104 378 13375 SH SOLE 13375 0 0 CALIFORNIA WTR SVC GROUP COM COM 130788102 653 24450 SH SOLE 24450 0 0 CALIX INC COM 13100M509 523 73800 SH SOLE 73800 0 0 CAPELLA EDUCATION COMPANY COM COM 139594105 257 4874 SH SOLE 4874 0 0 CAPITAL ONE FINANCIAL CORP COM 14040H105 24060 347142 SH SOLE 264442 0 82700 CAPSTEAD MORTGAGE CORP COM 14067E506 17310 1750290 SH SOLE 1584540 0 165750 CARBO CERAMICS INC COM COM 140781105 242 17059 SH SOLE 17059 0 0 CARDINAL FINANCIAL CORP COM 14149F109 6649 326754 SH SOLE 296417 0 30337 CARDINAL HEALTH INC COM 14149Y108 40634 495842 SH SOLE 379347 0 116495 CARE CAP PPTYS INC COM 141624106 14567 542735 SH SOLE 491035 0 51700 CARNIVAL CORP PAIRED CTF COM 143658300 61134 1158507 SH SOLE 883382 0 275125 CARRIZO OIL & GAS INC COM 144577103 14110 456345 SH SOLE 413745 0 42600 CASCADE MICROTECH INC COM 147322101 1029 49900 SH SOLE 49900 0 0 CATERPILLAR INC COM 149123101 24384 318580 SH SOLE 243655 0 74925 CATHAY GENERAL BANCORP COM 149150104 13780 486421 SH SOLE 440163 0 46258 CBL & ASSOC PPTYS INC COM 124830100 74606 6269418 SH SOLE 5187218 0 1082200 CBOE HLDGS INC COM 12503M108 817 12500 SH SOLE 12500 0 0 CELANESE CORP COM 150870103 8579 130973 SH SOLE 100021 0 30952 CENTERPOINT ENERGY INC COM 15189T107 14427 689615 SH SOLE 522949 0 166666 CENTRAL GARDEN & PET CO CL A N COM 153527205 261 16045 SH SOLE 16045 0 0 CENTURY ALUM CO COM COM 156431108 406 57588 SH SOLE 57588 0 0 CENTURY CASINOS INC COM 156492100 248 40200 SH SOLE 40200 0 0 CF INDS HLDGS INC COM 125269100 7616 243010 SH SOLE 185624 0 57386 CHARLES RIVER LABORATORIES INT COM 159864107 847 11156 SH SOLE 11156 0 0 CHARTER FINL CORP COM 16122W108 246 18200 SH SOLE 18200 0 0 CHECKPOINT SYSTEMS INC COM 162825103 5779 571053 SH SOLE 524339 0 46714 CHEGG INC COM COM 163092109 254 56860 SH SOLE 56860 0 0 CHESAPEAKE UTILS CORP COM 165303108 479 7611 SH SOLE 7611 0 0 CHEVRON CORPORATION COM 166764100 15602 163546 SH SOLE 125055 0 38491 CHICOS FAS INC COM 168615102 7829 589940 SH SOLE 542008 0 47932 CHUBB LIMITED COM H1467J104 24361 204453 SH SOLE 156233 0 48220 CHURCHILL DOWNS INC COM COM 171484108 421 2844 SH SOLE 2844 0 0 CIGNA CORP COM 125509109 12150 88531 SH SOLE 79794 0 8737 CINEMARK HOLDINGS INC COM 17243V102 589 16446 SH SOLE 16446 0 0 CISCO SYSTEMS INC. COM 17275R102 36791 1292284 SH SOLE 987984 0 304300 CIT GROUP INC COM 125581801 114305 3683689 SH SOLE 3012889 0 670800 CITI TRENDS INC COM 17306X102 922 51700 SH SOLE 51700 0 0 CITIGROUP INC COM 172967424 23756 568995 SH SOLE 433595 0 135400 CLEAN HARBORS INC COM 184496107 15823 320687 SH SOLE 290587 0 30100 CLEARWATER PAPER CORP COM 18538R103 11156 229967 SH SOLE 209767 0 20200 CNB FINL CORP COM 126128107 253 14400 SH SOLE 14400 0 0 COBIZ INC COM 190897108 772 65300 SH SOLE 65300 0 0 COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 37470 597609 SH SOLE 455234 0 142375 COLFAX CORP COM 194014106 33626 1176150 SH SOLE 1069050 0 107100 COMFORT SYS USA INC COM 199908104 1006 31675 SH SOLE 31675 0 0 COMMERCE BANCSHARES INC COM 200525103 15970 355285 SH SOLE 323639 0 31646 COMMUNITY BANK SYS INC COM 203607106 459 12025 SH SOLE 12025 0 0 COMMUNITY TRUST BANCORP INC COM 204149108 298 8445 SH SOLE 8445 0 0 COMPUTER PROGRAMS & SYS INC CO COM 205306103 312 5994 SH SOLE 5994 0 0 COMPUTER SCIENCES CORP COM 205363104 43686 1270316 SH SOLE 1044172 0 226144 COMTECH TELECOMMUNICATIONS COM 205826209 615 26300 SH SOLE 26300 0 0 CONMED CORP COM 207410101 349 8326 SH SOLE 8326 0 0 CONNECTICUT WTR SVC INC COM 207797101 519 11500 SH SOLE 11500 0 0 CONOCOPHILLIPS COM 20825C104 15018 372942 SH SOLE 285053 0 87889 CONSOLIDATED EDISON INC COM 209115104 14528 189613 SH SOLE 144914 0 44699 CONVERGYS CORP COM 212485106 56975 2051658 SH SOLE 1734364 0 317294 COVENANT TRANSN GROUP INC CL A COM 22284P105 830 34300 SH SOLE 34300 0 0 CRA INTL INC COM 12618T105 749 38150 SH SOLE 38150 0 0 CRANE CO COM 224399105 1417 26300 SH SOLE 26300 0 0 CRAWFORD & CO COM 224633107 550 84800 SH SOLE 84800 0 0 CROSS CTRY HEALTHCARE INC COM COM 227483104 397 34100 SH SOLE 34100 0 0 CROWN HOLDINGS INC COM 228368106 8530 172011 SH SOLE 131016 0 40995 CSG SYS INTL INC COM 126349109 511 11321 SH SOLE 11321 0 0 CSRA INC COM 12650T104 34325 1276007 SH SOLE 1061063 0 214944 CTS CORP COM 126501105 1035 65750 SH SOLE 65750 0 0 CULLEN FROST BANKERS INC COM COM 229899109 114391 2075680 SH SOLE 1742180 0 333500 CULP INC COM 230215105 511 19500 SH SOLE 19500 0 0 CUMMINS INC COM 231021106 24178 219922 SH SOLE 167957 0 51965 CUSTOMERS BANCORP INC COM 23204G100 7312 309440 SH SOLE 284320 0 25120 CUTERA INC COM 232109108 478 42500 SH SOLE 42500 0 0 CVB FINANCIAL CORP COM 126600105 18332 1050569 SH SOLE 948891 0 101678 CYS INVESTMENTS INC COM 12673A108 17794 2186009 SH SOLE 1983177 0 202832 D R HORTON INC COM 23331A109 92729 3067443 SH SOLE 2512143 0 555300 DAKTRONICS INC COM COM 234264109 382 48329 SH SOLE 48329 0 0 DANA HOLDING CORP COM 235825205 136146 9662574 SH SOLE 8159607 0 1502967 DARDEN RESTAURANTS INC COM 237194105 56612 853873 SH SOLE 652173 0 201700 DAWSON GEOPHYSICAL CO COM 239360100 1966 430235 SH SOLE 430235 0 0 DEAN FOODS CO COM 242370203 501 28932 SH SOLE 28932 0 0 DEERE & CO COM 244199105 6047 78541 SH SOLE 71441 0 7100 DEL FRISCOS RESTAURANT GROUPCO COM 245077102 13970 842579 SH SOLE 762223 0 80356 DELPHI AUTOMOTIVE PLC COM G27823106 81672 1088667 SH SOLE 891667 0 197000 DELTA AIR LINES INC COM 247361702 22951 471469 SH SOLE 359494 0 111975 DELUXE CORP COM 248019101 590 9440 SH SOLE 9440 0 0 DENNYS CORP COM 24869P104 226 21800 SH SOLE 21800 0 0 DHI GROUP INC COM 23331S100 1532 189800 SH SOLE 189800 0 0 DIAMOND HILL INVESTMENT GROUCO COM 25264R207 1046 5900 SH SOLE 5900 0 0 DIGI INTL INC COM 253798102 765 81166 SH SOLE 81166 0 0 DIGIRAD CORP COM 253827109 162 32697 SH SOLE 32697 0 0 DILLARDS INC COM 254067101 444 5230 SH SOLE 5230 0 0 DIME CMNTY BANCSHARES COM 253922108 310 17613 SH SOLE 17613 0 0 DISCOVER FINANCIAL SVCS COM 254709108 24744 485943 SH SOLE 369643 0 116300 DISH NETWORK CORP COM 25470M109 6316 136531 SH SOLE 124031 0 12500 DOMTAR CORPORATION COM 257559203 631 15585 SH SOLE 15585 0 0 DOVER CORP COM 260003108 114681 1782705 SH SOLE 1442205 0 340500 DR PEPPER SNAPPLE GROUP INC CO COM 26138E109 39808 445177 SH SOLE 339907 0 105270 DST SYSTEMS INC COM 233326107 697 6179 SH SOLE 6179 0 0 DUPONT FABROS TECHNOLOGY INCCO COM 26613Q106 43027 1061599 SH SOLE 960999 0 100600 EAST WEST BANCORP INC COM 27579R104 1029 31681 SH SOLE 31681 0 0 EASTMAN CHEM CO COM 277432100 89555 1239860 SH SOLE 1014082 0 225778 EDISON INTL COM 281020107 14339 199451 SH SOLE 152432 0 47019 EL PASO ELECTRIC CO COM 283677854 30277 659925 SH SOLE 601125 0 58800 ELECTRONIC ARTS INC COM 285512109 58321 882177 SH SOLE 674352 0 207825 EMCOR GROUP INC COM 29084Q100 1296 26665 SH SOLE 26665 0 0 EMERSON ELEC CO COM 291011104 24155 444180 SH SOLE 338725 0 105455 ENDURANCE SPECIALTY HLDGS LTD COM G30397106 133188 2038382 SH SOLE 1721882 0 316500 ENERSYS COM 29275Y102 39410 707283 SH SOLE 644290 0 62993 ENI SPA COM 26874R108 15246 504495 SH SOLE 384845 0 119650 ENNIS INC COM 293389102 1363 69741 SH SOLE 69741 0 0 ENSIGN GROUP INC COM 29358P101 17004 751068 SH SOLE 680306 0 70762 ENSTAR GROUP LIMITED COM G3075P101 627 3855 SH SOLE 3855 0 0 ENTERGY CORP COM 29364G103 14309 180488 SH SOLE 137693 0 42795 EPLUS INC COM 294268107 499 6200 SH SOLE 6200 0 0 EPR PROPERTIES COM 26884U109 85474 1283006 SH SOLE 1074406 0 208600 EQUITY LIFESTYLE PPTYS INC COM COM 29472R108 9139 125655 SH SOLE 113965 0 11690 ESSENDANT INC COM 296689102 22912 717555 SH SOLE 647657 0 69898 EURONET WORLDWIDE INC COM 298736109 739 9974 SH SOLE 9974 0 0 EVEREST RE GROUP LTD COM G3223R108 1313 6650 SH SOLE 6650 0 0 EVOLVING SYS INC COM 30049R209 208 36200 SH SOLE 36200 0 0 EXA CORP COM 300614500 355 27400 SH SOLE 27400 0 0 EXACTECH INC COM 30064E109 1047 51700 SH SOLE 51700 0 0 EXELON CORP COM 30161N101 14664 408912 SH SOLE 310373 0 98539 EXPRESS INC COM COM 30219E103 374 17475 SH SOLE 17475 0 0 EXPRESS SCRIPTS HOLDING COMPAN COM 30219G108 39012 567944 SH SOLE 432535 0 135409 EXXON MOBIL CORP COM 30231G102 15313 183192 SH SOLE 140122 0 43070 FAIR ISAAC CORP COM 303250104 679 6397 SH SOLE 6397 0 0 FAMOUS DAVE'S OF AMERICA COM 307068106 162 26625 SH SOLE 26625 0 0 FARMER BROS CO COM 307675108 1233 44236 SH SOLE 44236 0 0 FEDERAL AGRICULTURAL MTG COM 313148306 555 14700 SH SOLE 14700 0 0 FEDERATED INVS INC COM 314211103 606 21017 SH SOLE 21017 0 0 FEDEX CORP COM 31428X106 9218 56651 SH SOLE 56651 0 0 FIDELITY NATIONAL FINANCIAL FN COM 31620R303 90738 2676631 SH SOLE 2194422 0 482209 FIFTH THIRD BANCORP COM 316773100 90898 5446242 SH SOLE 4496242 0 950000 FINANCIAL INSTNS INC COM 317585404 1118 38475 SH SOLE 38475 0 0 FIRST BANCORP COM 318910106 558 29600 SH SOLE 29600 0 0 FIRST CMNTY BANCSHARES INC NCO COM 31983A103 585 29500 SH SOLE 29500 0 0 FIRST DEFIANCE FINL CORP COM COM 32006W106 803 20900 SH SOLE 20900 0 0 FIRST INTST BANCSYSTEM INC COM COM 32055Y201 388 13808 SH SOLE 13808 0 0 FIRST LONG ISLAND CORP COM 320734106 299 10500 SH SOLE 10500 0 0 FIRST MERCHANTS CORP COM 320817109 8202 347990 SH SOLE 315090 0 32900 FIRST MIDWEST BANCORP COM 320867104 15557 863340 SH SOLE 780864 0 82476 FIRST NBC BANK HLDG CO COM 32115D106 249 12083 SH SOLE 12083 0 0 FIRST SOLAR INC COM 336433107 34242 500097 SH SOLE 381622 0 118475 FIRSTENERGY CORP COM 337932107 14142 393170 SH SOLE 299919 0 93251 FISERV INC COM 337738108 36479 355611 SH SOLE 271021 0 84590 FLUOR CORP COM 343412102 24336 453189 SH SOLE 346811 0 106378 FLUSHING FINANCIAL CORP COM 343873105 1329 61461 SH SOLE 61461 0 0 FMC TECHNOLOGIES INC COM 30249U101 36302 1326825 SH SOLE 1087225 0 239600 FNB CORP COM 302520101 10337 794532 SH SOLE 720037 0 74495 FOOT LOCKER INC COM 344849104 57787 895918 SH SOLE 685698 0 210220 FORMFACTOR INC COM 346375108 478 65800 SH SOLE 65800 0 0 FORTUNA SILVER MINES INC COM COM 349915108 291 74700 SH SOLE 74700 0 0 FORUM ENERGY TECHNOLOGIES INCO COM 34984V100 10473 793383 SH SOLE 725383 0 68000 FRANKLIN RESOURCES INC COM 354613101 24965 639309 SH SOLE 488449 0 150860 FREIGHTCAR AMERICA INC COM 357023100 1050 67400 SH SOLE 67400 0 0 FULTON FINANCIAL CORP COM 360271100 15083 1127278 SH SOLE 1025978 0 101300 FUTUREFUEL CORPORATION COM 36116M106 295 24983 SH SOLE 24983 0 0 GAMESTOP CORP COM 36467W109 519 16348 SH SOLE 16348 0 0 GENERAL DYNAMICS CORP COM 369550108 42526 323709 SH SOLE 254789 0 68920 GENESCO INC COM 371532102 14285 197713 SH SOLE 179313 0 18400 GENESEE & WYOMING INC COM 371559105 22624 360836 SH SOLE 326736 0 34100 GERMAN AMERICAN BANCORP COM 373865104 4895 152021 SH SOLE 138921 0 13100 GIBRALTAR INDUSTRIES INC COM 374689107 1418 49575 SH SOLE 49575 0 0 GIGOPTIX INC COM 37517Y103 484 179200 SH SOLE 179200 0 0 GILEAD SCIENCES INC COM 375558103 40462 440475 SH SOLE 335921 0 104554 GLADSTONE INVT CORP COM 376546107 681 97000 SH SOLE 97000 0 0 GLADSTONE LAND CORP COM 376549101 303 30100 SH SOLE 30100 0 0 GLOBAL BRASS & COPPER HLDGS COM 37953G103 1125 45100 SH SOLE 45100 0 0 GLOBAL PAYMENTS INC COM 37940X102 38478 589250 SH SOLE 451628 0 137622 GOLDMAN SACHS GROUP INC COM 38141G104 24536 156300 SH SOLE 118697 0 37603 GOODYEAR TIRE & RUBBER CO COM 382550101 58413 1771158 SH SOLE 1352313 0 418845 GREAT PLAINS ENERGY INC COM 391164100 134328 4165209 SH SOLE 3397290 0 767919 GREAT WESTERN BANCORP INC COM 391416104 15598 571999 SH SOLE 516601 0 55398 GREEN PLAINS RENEWABLE ENERGCO COM 393222104 408 25537 SH SOLE 25537 0 0 GSI GROUP INC COM 36191C205 1134 80100 SH SOLE 80100 0 0 GULF ISLAND FABRICATION INC COM 402307102 1283 163441 SH SOLE 163441 0 0 GULFPORT ENERGY CORP COM 402635304 10215 360440 SH SOLE 326340 0 34100 H.B. FULLER COMPANY COM 359694106 24990 588693 SH SOLE 534540 0 54153 HACKETT GROUP INC COM 404609109 1360 89934 SH SOLE 89934 0 0 HALLIBURTON CO COM 406216101 6688 187243 SH SOLE 170743 0 16500 HALLMARK FINL SVCS INC ECCOM N COM 40624Q203 275 23900 SH SOLE 23900 0 0 HANCOCK HLDG CO COM 410120109 8401 365885 SH SOLE 330885 0 35000 HARLEY-DAVIDSON INC COM 412822108 9465 184399 SH SOLE 167199 0 17200 HARTFORD FINANCIAL SVCS GROUP COM 416515104 25084 544361 SH SOLE 415146 0 129215 HAVERTY FURNITURE COMPANIES IN COM 419596101 524 24750 SH SOLE 24750 0 0 HCA HOLDINGS INC COM 40412C101 5347 68503 SH SOLE 60903 0 7600 HCI GROUP INC COM 40416E103 513 15400 SH SOLE 15400 0 0 HEALTHSOUTH CORP COM 421924309 15516 412323 SH SOLE 373171 0 39152 HEIDRICK & STRUGGLES INTL INCO COM 422819102 339 14317 SH SOLE 14317 0 0 HENRY JACK & ASSOC INC COM 426281101 1048 12387 SH SOLE 12387 0 0 HESKA CORP COM 42805E306 242 8500 SH SOLE 8500 0 0 HESS CORP COM 42809H107 16060 305041 SH SOLE 232521 0 72520 HILLENBRAND INC COM COM 431571108 991 33100 SH SOLE 33100 0 0 HILL-ROM HOLDINGS INC COM 431475102 11439 227407 SH SOLE 206580 0 20827 HOME DEPOT INC COM 437076102 58034 434943 SH SOLE 331363 0 103580 HOOKER FURNITURE CORP COM 439038100 551 16785 SH SOLE 16785 0 0 HUNTINGTON BANCSHARES INC COM COM 446150104 1072 112402 SH SOLE 112402 0 0 HURCO COMPANIES INC COM 447324104 297 9000 SH SOLE 9000 0 0 HYATT HOTELS CORP COM 448579102 9225 186393 SH SOLE 169193 0 17200 IAC INTERACTIVECORP COM 44919P508 746 15840 SH SOLE 15840 0 0 INDEPENDENCE REALTY TRUST INC COM 45378A106 1027 144200 SH SOLE 144200 0 0 INFORMATION SERVICES GROUP ICO COM 45675Y104 555 141100 SH SOLE 141100 0 0 INGLES MKTS INC CL A COM 457030104 228 6092 SH SOLE 6092 0 0 INGREDION INC COM 457187102 8443 79063 SH SOLE 60439 0 18624 INNOPHOS HOLDINGS INC COM COM 45774N108 364 11770 SH SOLE 11770 0 0 INNOSPEC INC COM 45768S105 372 8573 SH SOLE 8573 0 0 INSIGHT ENTERPRISES INC COM 45765U103 15569 543596 SH SOLE 491696 0 51900 INSPERITY INC COM COM 45778Q107 399 7715 SH SOLE 7715 0 0 INSTEEL INDUSTRIES INC COM 45774W108 1116 36500 SH SOLE 36500 0 0 INTEGRATED DEVICE TECH COM 458118106 27000 1320940 SH SOLE 1197570 0 123370 INTEL CORP COM 458140100 36590 1131055 SH SOLE 863355 0 267700 INTERNATIONAL PAPER CO COM 460146103 8725 212609 SH SOLE 162388 0 50221 INVENTURE FOODS INC COM 461212102 235 41675 SH SOLE 41675 0 0 ISLE CAPRI CASINOS INC COM COM 464592104 233 16652 SH SOLE 16652 0 0 ITRON INC COM 465741106 566 13560 SH SOLE 13560 0 0 IXYS CORP COM 46600W106 1081 96312 SH SOLE 96312 0 0 JACOBS ENGINEERING GROUP COM 469814107 24308 558152 SH SOLE 425598 0 132554 JOHNSON OUTDOORS INC COM 479167108 259 11675 SH SOLE 11675 0 0 JOHNSON & JOHNSON COM 478160104 40482 374141 SH SOLE 285616 0 88525 JPMORGAN CHASE & CO COM 46625H100 23754 401118 SH SOLE 305949 0 95169 JUNIPER PHARMACEUTICALS INC CO COM 48203L107 372 56300 SH SOLE 56300 0 0 K12 INC COM 48273U102 226 22845 SH SOLE 22845 0 0 KADANT INC COM 48282T104 922 20415 SH SOLE 20415 0 0 KCG HLDGS INC CL A COM 48244B100 300 25091 SH SOLE 25091 0 0 KEYCORP COM 493267108 23569 2134835 SH SOLE 1635351 0 499484 KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 72404 2610079 SH SOLE 2100179 0 509900 KIRKLANDS INC COM 497498105 679 38800 SH SOLE 38800 0 0 KLX INC COM 482539103 11846 368563 SH SOLE 335963 0 32600 LAKELAND BANCORP INC COM COM 511637100 256 25186 SH SOLE 25186 0 0 LAKELAND FINANCIAL CORP COM 511656100 7516 164185 SH SOLE 148785 0 15400 LAMAR ADVERTISING CO COM 512816109 92086 1497340 SH SOLE 1230760 0 266580 LANDEC CORP COM 514766104 456 43400 SH SOLE 43400 0 0 LANDSTAR SYS INC COM 515098101 1440 22284 SH SOLE 22284 0 0 LAWSON PRODS INC COM 520776105 472 24100 SH SOLE 24100 0 0 LEAR CORP COM 521865204 23199 208682 SH SOLE 159207 0 49475 LEGG MASON INC COM 524901105 11418 329240 SH SOLE 297940 0 31300 LEGGETT & PLATT INC COM 524660107 936 19341 SH SOLE 19341 0 0 LEMAITRE VASCULAR INC COM COM 525558201 269 17359 SH SOLE 17359 0 0 LEXMARK INTL INC COM 529771107 10586 316669 SH SOLE 288469 0 28200 LHC GROUP INC COM 50187A107 264 7413 SH SOLE 7413 0 0 LIBERTY TAX INC COM 53128T102 468 23900 SH SOLE 23900 0 0 LIFEPOINT HEALTH INC COM 53219L109 661 9547 SH SOLE 9547 0 0 LIFETIME BRANDS INC COM 53222Q103 914 60650 SH SOLE 60650 0 0 LIFEWAY FOODS INC COM 531914109 455 42000 SH SOLE 42000 0 0 LINCOLN NATL CORP COM 534187109 105049 2679824 SH SOLE 2165036 0 514788 LINEAR TECHNOLOGY CORP COM 535678106 36698 823555 SH SOLE 629730 0 193825 LIONBRIDGE TECHNOLOGIES INC CO COM 536252109 1039 205300 SH SOLE 205300 0 0 LOCKHEED MARTIN CORP COM 539830109 35667 161023 SH SOLE 122406 0 38617 LOWES COS INC COM 548661107 11160 147328 SH SOLE 134328 0 13000 LTC PPTYS INC COM 502175102 23489 519217 SH SOLE 470117 0 49100 LUMINEX CORP DEL COM COM 55027E102 293 15128 SH SOLE 15128 0 0 LYDALL INC COM 550819106 784 24100 SH SOLE 24100 0 0 LYONDELLBASELL INDUSTRIES NV COM N53745100 8447 98704 SH SOLE 75354 0 23350 L-3 COMMUNICATIONS HLDGS INCCO COM 502424104 35029 295607 SH SOLE 225283 0 70324 MAINSOURCE FINL GROUP INC COM COM 56062Y102 755 35800 SH SOLE 35800 0 0 MANTECH INTL CORP CL A COM 564563104 829 25900 SH SOLE 25900 0 0 MARCHEX INC COM 56624R108 583 130900 SH SOLE 130900 0 0 MARCUS CORP COM 566330106 1044 55075 SH SOLE 55075 0 0 MARKEL CORP COM 570535104 13196 14801 SH SOLE 13413 0 1388 MARLIN BUSINESS SVCS CORP COM COM 571157106 482 33700 SH SOLE 33700 0 0 MARVELL TECHNOLOGY GROUP ORD COM G5876H105 120721 11709143 SH SOLE 9657443 0 2051700 MATERION CORPORATION COM 576690101 1274 48125 SH SOLE 48125 0 0 MATRIX SVC CO COM 576853105 543 30700 SH SOLE 30700 0 0 MEMORIAL RESOURCE DEV CORP COM COM 58605Q109 7775 763754 SH SOLE 693089 0 70665 MERCHANTS BANCSHARES COM 588448100 271 9100 SH SOLE 9100 0 0 MERCK & COMPANY COM 58933Y105 40655 768382 SH SOLE 587232 0 181150 MERIT MED SYS INC COM COM 589889104 284 15333 SH SOLE 15333 0 0 METLIFE INC COM 59156R108 24620 560318 SH SOLE 428809 0 131509 MFA FINANCIAL INC COM 55272X102 70290 10261292 SH SOLE 8517492 0 1743800 MICROSEMI CORP COM 595137100 27649 721726 SH SOLE 654226 0 67500 MICROSOFT COM 594918104 36107 653754 SH SOLE 498579 0 155175 MIDDLESEX WATER CO COM 596680108 543 17600 SH SOLE 17600 0 0 MIDWESTONE FINL GROUP INC NECO COM 598511103 264 9600 SH SOLE 9600 0 0 MINERALS TECHNOLOGIES INC COM 603158106 21756 382689 SH SOLE 346989 0 35700 MOHAWK INDS INC COM 608190104 59822 313367 SH SOLE 240167 0 73200 MOLINA HEALTHCARE INC COM COM 60855R100 825 12794 SH SOLE 12794 0 0 MONARCH CASINO & RESORT INC CO COM 609027107 776 39900 SH SOLE 39900 0 0 MONOTYPE IMAGING HOLDINGS INCO COM 61022P100 324 13527 SH SOLE 13527 0 0 MOOG INC COM 615394202 14386 314938 SH SOLE 286149 0 28789 MORGAN STANLEY COM 617446448 23231 928887 SH SOLE 709071 0 219816 MOTOROLA SOLUTIONS INC COM 620076307 36623 483785 SH SOLE 368760 0 115025 MULTI COLOR CORP COM 625383104 374 7007 SH SOLE 7007 0 0 MURPHY OIL CORP COM 626717102 135009 5359607 SH SOLE 4379204 0 980403 MYERS INDUSTRIES INC COM 628464109 755 58700 SH SOLE 58700 0 0 M&T BANK CORP COM 55261F104 114806 1034286 SH SOLE 848586 0 185700 NABORS INDUSTRIES LTD COM G6359F103 16741 1819658 SH SOLE 1413710 0 405948 NANOMETRICS INC COM 630077105 565 35700 SH SOLE 35700 0 0 NASDAQ OMX GROUP INC COM 631103108 849 12789 SH SOLE 12789 0 0 NATIONAL GEN HLDGS CORP COM COM 636220303 555 25689 SH SOLE 25689 0 0 NATURAL GAS SERVICES GROUP COM COM 63886Q109 1127 52100 SH SOLE 52100 0 0 NATURES SUNSHINE PRODUCTS INCO COM 639027101 233 24300 SH SOLE 24300 0 0 NAVIGANT CONSULTING INC COM 63935N107 8796 556375 SH SOLE 504894 0 51481 NCI INC COM 62886K104 541 38600 SH SOLE 38600 0 0 NEENAH PAPER INC COM 640079109 375 5889 SH SOLE 5889 0 0 NET 1 UEPS TECHNOLOGIES INC UEPS COM NEW 64107N206 842 91500 SH SOLE 91500 0 0 NETAPP INC COM COM 64110D104 1586 58102 SH SOLE 58102 0 0 NETGEAR INC COM COM 64111Q104 545 13503 SH SOLE 13503 0 0 NEW YORK CMNTY BANCORP INC COM COM 649445103 1072 67425 SH SOLE 67425 0 0 NEW YORK TIMES CO COM 650111107 331 26603 SH SOLE 26603 0 0 NEWPARK RES INC COM 651718504 309 71635 SH SOLE 71635 0 0 NEWSTAR FINANCIAL INC COM 65251F105 298 34100 SH SOLE 34100 0 0 NORTHROP GRUMMAN CORP COM 666807102 35885 181328 SH SOLE 138463 0 42865 NORTHWEST BANCSHARES INC MD CO COM 667340103 418 30971 SH SOLE 30971 0 0 NRG ENERGY INC COM 629377508 13349 1026080 SH SOLE 783466 0 242614 NUTRISYSTEM INC COM 67069D108 293 14016 SH SOLE 14016 0 0 NVIDIA CORP COM 67066G104 37246 1045352 SH SOLE 798202 0 247150 OCEANFIRST FINL CORP COM 675234108 4209 238079 SH SOLE 220450 0 17629 OGE ENERGY CORP COM 670837103 16050 560588 SH SOLE 440572 0 120016 OIL STATES INTL COM 678026105 16079 510128 SH SOLE 466128 0 44000 OLD NATIONAL BANCORP COM 680033107 470 38585 SH SOLE 38585 0 0 OMEGA PROTEIN CORP COM 68210P107 598 35300 SH SOLE 35300 0 0 OMNOVA SOLUTIONS INC COM 682129101 1264 227316 SH SOLE 227316 0 0 ONE LIBERTY PPTYS INC COM 682406103 827 36900 SH SOLE 36900 0 0 ORASURE TECHNOLOGIES INC COM COM 68554V108 1065 147300 SH SOLE 147300 0 0 OWENS & MINOR INC NEW COM COM 690732102 554 13708 SH SOLE 13708 0 0 OWENS-ILLINOIS INC COM 690768403 78429 4914096 SH SOLE 4033596 0 880500 PACIFIC CONTINENTAL CORP COM COM 69412V108 4743 294039 SH SOLE 269331 0 24708 PACIFIC PREMIER BANCORP COM 69478X105 771 36100 SH SOLE 36100 0 0 PACKAGING CORP AMERICA COM 695156109 114065 1888486 SH SOLE 1548186 0 340300 PANHANDLE OIL AND GAS INC COM 698477106 589 34000 SH SOLE 34000 0 0 PARK NATIONAL CORP COM 700658107 393 4367 SH SOLE 4367 0 0 PARK OHIO HLDGS CORP COM 700666100 339 7921 SH SOLE 7921 0 0 PARKER-HANNIFIN CORP COM 701094104 23516 211703 SH SOLE 161677 0 50026 PATTERSON-UTI ENERGY INC COM 703481101 686 38950 SH SOLE 38950 0 0 PBF ENERGY INC CL A COM 69318G106 351 10559 SH SOLE 10559 0 0 PC CONNECTION COM 69318J100 1075 41646 SH SOLE 41646 0 0 PDC ENERGY INC COM 69327R101 14670 246766 SH SOLE 223520 0 23246 PENN NATIONAL GAMING INC COM 707569109 266 15947 SH SOLE 15947 0 0 PENNANTPARK INVT CORP COM 708062104 507 83600 SH SOLE 83600 0 0 PENNEY J C INC COM COM 708160106 599 54131 SH SOLE 54131 0 0 PENTAIR PLC COM G7S00T104 9536 175751 SH SOLE 155651 0 20100 PFIZER INC COM 717081103 41134 1387796 SH SOLE 1060812 0 326984 PFSWEB INC COM 717098206 290 22100 SH SOLE 22100 0 0 PG&E CORP COM 69331C108 178426 2987716 SH SOLE 2459016 0 528700 PINNACLE FINL PARTNERS INC COM COM 72346Q104 14985 305433 SH SOLE 276705 0 28728 PINNACLE WEST CAPITAL CORP COM 723484101 166792 2221826 SH SOLE 1807247 0 414579 PITNEY BOWES INC COM 724479100 24831 1152781 SH SOLE 882128 0 270653 PLANTRONICS INC COM 727493108 22114 564268 SH SOLE 511368 0 52900 PNM RESOURCES INC COM 69349H107 870 25786 SH SOLE 25786 0 0 POLYONE CORP COM COM 73179P106 580 19190 SH SOLE 19190 0 0 POPULAR INC COM NEW COM 733174700 699 24445 SH SOLE 24445 0 0 PORTLAND GEN ELEC CO COM 736508847 24825 628631 SH SOLE 571231 0 57400 POTBELLY CORP COM 73754Y100 608 44700 SH SOLE 44700 0 0 PPG INDUSTRIES INC COM 693506107 8930 80101 SH SOLE 61277 0 18824 PRIMO WATER CORP COM 74165N105 621 61500 SH SOLE 61500 0 0 PRINCIPAL FINANCIAL GROUP INC COM 74251V102 23986 608006 SH SOLE 464131 0 143875 PROGRESS SOFTWARE CORP COM 743312100 12889 534369 SH SOLE 484296 0 50073 PROSPERITY BANCSHARES INC COM 743606105 30660 660913 SH SOLE 599301 0 61612 PROVIDENCE SVC CORP COM 743815102 20200 395542 SH SOLE 360039 0 35503 PROVIDENT FINL SVCS INC COM 74386T105 371 18390 SH SOLE 18390 0 0 PRUDENTIAL FINANCIAL INC COM 744320102 24084 333483 SH SOLE 253833 0 79650 PTC INC COM 69370C100 15122 456017 SH SOLE 409138 0 46879 PUBLIC SVC ENTERPRISES COM 744573106 14702 311872 SH SOLE 238036 0 73836 QAD INC COM 74727D306 281 13200 SH SOLE 13200 0 0 QEP RESOURCES INC. COM 74733V100 315 22353 SH SOLE 22353 0 0 QUEST DIAGNOSTICS INC COM 74834L100 1016 14215 SH SOLE 14215 0 0 RADISYS CORP COM 750459109 551 139600 SH SOLE 139600 0 0 RAYTHEON CO COM 755111507 34291 279632 SH SOLE 213557 0 66075 RED ROBIN GOURMET BURGERS INCO COM 75689M101 17981 278910 SH SOLE 252559 0 26351 REGAL ENTERTAINMENT GROUP COM 758766109 500 23657 SH SOLE 23657 0 0 REGIONAL MGMT CORP COM 75902K106 844 49300 SH SOLE 49300 0 0 REGIONS FINANCIAL CORP COM 7591EP100 22977 2926957 SH SOLE 2233508 0 693449 REGIS CORP COM 758932107 246 16193 SH SOLE 16193 0 0 REINSURANCE GROUP AMERICA COM 759351604 17274 179468 SH SOLE 164168 0 15300 RELIANCE STEEL & ALUMINUM CO COM 759509102 8744 126372 SH SOLE 96497 0 29875 RENT A CTR INC NEW COM COM 76009N100 266 16755 SH SOLE 16755 0 0 REPUBLIC SVCS INC COM 760759100 75847 1591753 SH SOLE 1326349 0 265404 RESOLUTE FOREST PRODS INC COM 76117W109 341 61861 SH SOLE 61861 0 0 RICHMONT MINES INC COM 76547T106 321 56900 SH SOLE 56900 0 0 ROCKWELL COLLINS INC COM 774341101 36932 400516 SH SOLE 306566 0 93950 ROCKY BRANDS INC COM 774515100 204 16025 SH SOLE 16025 0 0 ROGERS CORP COM COM 775133101 407 6798 SH SOLE 6798 0 0 ROVI CORP COM 779376102 574 27963 SH SOLE 27963 0 0 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 82543 1004788 SH SOLE 830788 0 174000 ROYAL DUTCH SHELL PLC COM 780259206 15219 314111 SH SOLE 239966 0 74145 RPX CORP COM COM 74972G103 262 23252 SH SOLE 23252 0 0 RUBY TUESDAY INC COM 781182100 179 33194 SH SOLE 33194 0 0 RUTH'S HOSPITALITY GROUP INC COM 783332109 1625 88278 SH SOLE 88278 0 0 RYDER SYSTEM INC COM 783549108 15225 235022 SH SOLE 212822 0 22200 SAGA COMMUNICATIONS INC COM 786598300 274 6832 SH SOLE 6832 0 0 SAIA INC COM 78709Y105 10590 376198 SH SOLE 341298 0 34900 SALEM MEDIA GROUP INC COM 794093104 324 56200 SH SOLE 56200 0 0 SCHLUMBERGER LTD COM 806857108 9136 123883 SH SOLE 109783 0 14100 SCHWEITZER-MAUDUIT INTL INC CO COM 808541106 329 10458 SH SOLE 10458 0 0 SCIENCE APPLICATIONS INTL COM 808625107 18103 339380 SH SOLE 308270 0 31110 SEACOR HOLDINGS INC COM 811904101 35992 661002 SH SOLE 542802 0 118200 SEAWORLD ENTMT INC COM COM 81282V100 543 25790 SH SOLE 25790 0 0 SERVICE CORP INTL COM 817565104 752 30461 SH SOLE 30461 0 0 SHORETEL INC COM 825211105 1021 137200 SH SOLE 137200 0 0 SHUTTERFLY INC COM 82568P304 395 8526 SH SOLE 8526 0 0 SIERRA BANCORP COM 82620P102 292 16100 SH SOLE 16100 0 0 SIX FLAGS ENTERTAINMENT CORP COM 83001A102 789 14217 SH SOLE 14217 0 0 SJW CORP COM 784305104 483 13290 SH SOLE 13290 0 0 SONOCO PRODUCTS COM 835495102 789 16248 SH SOLE 16248 0 0 SOUTHWEST BANCORP INC COM 844767103 482 32000 SH SOLE 32000 0 0 SPARTAN MOTORS INC COM 846819100 285 72100 SH SOLE 72100 0 0 SPARTANNASH CO COM 847215100 15689 517633 SH SOLE 469515 0 48118 SPEEDWAY MOTORSPORTS INC COM COM 847788106 252 12706 SH SOLE 12706 0 0 STAG INDUSTRIAL INC. COM 85254J102 39988 1964047 SH SOLE 1786000 0 178047 STANDEX INTL CORP COM 854231107 34326 441154 SH SOLE 400599 0 40555 STEELCASE INC COM 858155203 67851 4547662 SH SOLE 3835062 0 712600 STEIN MART INC COM 858375108 528 72100 SH SOLE 72100 0 0 STOCK YARDS BANCORP INC COM 861025104 11066 287200 SH SOLE 262300 0 24900 STONERIDGE INC COM 86183P102 1158 79500 SH SOLE 79500 0 0 STRATTEC SECURITY CORP COM 863111100 522 9100 SH SOLE 9100 0 0 STRAYER ED INC COM COM 863236105 267 5481 SH SOLE 5481 0 0 STRYKER CORP COM 863667101 41979 391270 SH SOLE 299495 0 91775 SUNTRUST BANKS INC COM 867914103 23563 653063 SH SOLE 498252 0 154811 SUPERIOR ENERGY SVCS INC COM COM 868157108 16622 1241404 SH SOLE 961091 0 280313 SUPERVALU INC COM COM 868536103 308 53510 SH SOLE 53510 0 0 SURMODICS INC COM 868873100 245 13294 SH SOLE 13294 0 0 SYKES ENTERPRISES INC COM 871237103 14137 468424 SH SOLE 426048 0 42376 SYSCO CORP COM 871829107 9676 207067 SH SOLE 188067 0 19000 S&T BANCORP INC COM 783859101 7654 297126 SH SOLE 268926 0 28200 TARGET CORP COM 87612E106 57144 694501 SH SOLE 529851 0 164650 TCF FINANCIAL CORP COM 872275102 54524 4447312 SH SOLE 3819350 0 627962 TECHTARGET INC COM 87874R100 467 63000 SH SOLE 63000 0 0 TELEPHONE & DATA SYSTEMS INC C COM 879433829 311 10351 SH SOLE 10351 0 0 TENNANT CO COM 880345103 782 15197 SH SOLE 15197 0 0 TERADATA CORP COM 88076W103 861 32797 SH SOLE 32797 0 0 TERRITORIAL BANCORP INC COM 88145X108 567 21775 SH SOLE 21775 0 0 TESCO CORP COM 88157K101 298 34625 SH SOLE 34625 0 0 TESORO CORP COM COM 881609101 559 6504 SH SOLE 6504 0 0 TESSCO TECHNOLOGIES INC COM 872386107 754 45300 SH SOLE 45300 0 0 TETRA TECH INC NEW COM COM 88162G103 1030 34525 SH SOLE 34525 0 0 TEXAS INSTRUMENTS INC COM 882508104 36391 633770 SH SOLE 483245 0 150525 THIRD POINT REINSURANCE LTD COM G8827U100 421 37025 SH SOLE 37025 0 0 TOMPKINS TRUSTCO INC COM 890110109 4869 76079 SH SOLE 69779 0 6300 TORO CO COM 891092108 691 8023 SH SOLE 8023 0 0 TOTAL SA COM 89151E109 14801 325877 SH SOLE 249625 0 76252 TOWER INTL INC COM 891826109 1417 52092 SH SOLE 52092 0 0 TRANSDIGM GROUP INC COM 893641100 176797 802383 SH SOLE 656901 0 145482 TRANSOCEAN LTD COM H8817H100 12937 1415440 SH SOLE 1088403 0 327037 TRAVELERS COMPANIES INC COM 89417E109 25037 214521 SH SOLE 164081 0 50440 TRECORA RESOURCES COM 894648104 689 71600 SH SOLE 71600 0 0 TREDEGAR INDS INC COM 894650100 233 14817 SH SOLE 14817 0 0 TREEHOUSE FOODS INC COM 89469A104 50823 585858 SH SOLE 530609 0 55249 TRINET GROUP INC COM COM 896288107 397 27632 SH SOLE 27632 0 0 TRIPLE-S MGMT CORP CL B COM 896749108 247 9952 SH SOLE 9952 0 0 TRISTATE CAP HLDGS INC COM 89678F100 776 61600 SH SOLE 61600 0 0 TRUEBLUE INC COM COM 89785X101 403 15423 SH SOLE 15423 0 0 TUCOWS INC COM 898697206 528 23500 SH SOLE 23500 0 0 TWENTY FIRST CENTY FOX INC CL COM 90130A200 9312 330213 SH SOLE 299313 0 30900 TYCO INTERNATIONAL PLC ORDINAR COM G91442106 10872 296158 SH SOLE 259983 0 36175 UFP TECHNOLOGIES INC COM 902673102 288 12925 SH SOLE 12925 0 0 UGI CORP COM 902681105 71016 1762609 SH SOLE 1449209 0 313400 UNIFI INC COM 904677200 637 27800 SH SOLE 27800 0 0 UNILEVER NV COM 904784709 41051 918778 SH SOLE 702428 0 216350 UNIT CORP COM 909218109 147 16706 SH SOLE 16706 0 0 UNITED CMNTY FINL CORP OHIO CO COM 909839102 504 85900 SH SOLE 85900 0 0 UNITED INSURANCE HOLDINGS CORP COM 910710102 555 28900 SH SOLE 28900 0 0 UNITED THERAPEUTICS CORP DELCO COM 91307C102 860 7716 SH SOLE 7716 0 0 UNITEDHEALTH GROUP INC COM 91324P102 54505 422849 SH SOLE 336845 0 86004 UNIVERSAL HEALTH SVCS INC CL B COM 913903100 185436 1486816 SH SOLE 1211296 0 275520 UNIVERSAL TRUCKLOAD SVCS INCCO COM 91388P105 295 17900 SH SOLE 17900 0 0 UNUMPROVIDENT CORP COM 91529Y106 23897 772873 SH SOLE 591520 0 181353 URBAN OUTFITTERS INC COM COM 917047102 517 15637 SH SOLE 15637 0 0 US PHYSICAL THERAPY INC COM 90337L108 832 16726 SH SOLE 16726 0 0 USA TRUCK INC COM 902925106 305 16200 SH SOLE 16200 0 0 UTAH MEDICAL PRODS COM 917488108 306 4900 SH SOLE 4900 0 0 VALIDUS HOLDINGS LTD COM G9319H102 965 20440 SH SOLE 20440 0 0 VASCO DATA SEC INTL INC COM 92230Y104 345 22425 SH SOLE 22425 0 0 VASCULAR SOLUTIONS INC COM 92231M109 1119 34400 SH SOLE 34400 0 0 VCA ANTECH INC COM 918194101 879 15229 SH SOLE 15229 0 0 VECTOR GROUP LTD COM 92240M108 418 18306 SH SOLE 18306 0 0 VECTREN CORP COM 92240G101 31102 615154 SH SOLE 560754 0 54400 VERISIGN INC COM COM 92343E102 1079 12182 SH SOLE 12182 0 0 VERIZON COMMUNICATIONS COM COM 92343V104 14352 265377 SH SOLE 202783 0 62594 VIAD CORP COM 92552R406 9199 315482 SH SOLE 286524 0 28958 VISHAY INTERTECHNOLOGY INC COM COM 928298108 676 55338 SH SOLE 55338 0 0 VISHAY PRECISION GROUP INC COM COM 92835K103 643 45900 SH SOLE 45900 0 0 WAL-MART STORES INC COM 931142103 5613 81950 SH SOLE 81950 0 0 WASHINGTON TRUST BANCORP COM 940610108 1078 28886 SH SOLE 28886 0 0 WASTE MGMT INC COM 94106L109 13314 225660 SH SOLE 203860 0 21800 WATTS WATER TECHNOLOGIES INCCL COM 942749102 15684 284485 SH SOLE 257385 0 27100 WEATHERFORD INTL PLC COM G48833100 90562 11640366 SH SOLE 9445781 0 2194585 WEB COM GROUP INC COM 94733A104 389 19602 SH SOLE 19602 0 0 WERNER ENTERPRISES INC COM 950755108 69039 2541944 SH SOLE 2085281 0 456663 WESBANCO INC COM 950810101 354 11929 SH SOLE 11929 0 0 WESCO INTL INC COM 95082P105 1643 30050 SH SOLE 30050 0 0 WEST BANCORP INC COM 95123P106 267 14625 SH SOLE 14625 0 0 WEST CORP COM COM 952355204 227 9950 SH SOLE 9950 0 0 WEST MARINE INC COM 954235107 554 61000 SH SOLE 61000 0 0 WESTLAKE CHEMICAL CORP COM 960413102 8286 178958 SH SOLE 136703 0 42255 WHITESTONE REIT COM 966084204 1140 90700 SH SOLE 90700 0 0 WORLD WRESTLING ENTMT INC CL A COM 98156Q108 339 19190 SH SOLE 19190 0 0 WSFS FINANCIAL CORP COM 929328102 14948 459659 SH SOLE 415659 0 44000 WYNDHAM WORLDWIDE CORP COM 98310W108 151216 1978488 SH SOLE 1618721 0 359767 XEROX CORP COM COM 984121103 969 86816 SH SOLE 86816 0 0 XO GROUP INC COM 983772104 222 13809 SH SOLE 13809 0 0 YRC WORLDWIDE INC COM 984249607 191 20500 SH SOLE 20500 0 0 ZEBRA TECHNOLOGIES CORP COM 989207105 16004 231944 SH SOLE 210047 0 21897 ZIMMER BIOMET HOLDINGS INC COM 98956P102 133479 1251793 SH SOLE 1030993 0 220800