0001015308-17-000002.txt : 20170131 0001015308-17-000002.hdr.sgml : 20170131 20170131150717 ACCESSION NUMBER: 0001015308-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170131 DATE AS OF CHANGE: 20170131 EFFECTIVENESS DATE: 20170131 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: 17560779 BUSINESS ADDRESS: STREET 1: 301 SOUTH COLLEGE STREET SUITE 3800 CITY: CHARLOTTE STATE: NC ZIP: 28202 BUSINESS PHONE: 7043346475 MAIL ADDRESS: STREET 1: 301 SOUTH COLLEGE STREET SUITE 3800 CITY: CHARLOTTE STATE: NC ZIP: 28202 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001015308 XXXXXXXX 12-31-2016 12-31-2016 WEDGE CAPITAL MANAGEMENT L L P/NC
301 SOUTH COLLEGE STREET SUITE 3800 CHARLOTTE NC 28202
13F HOLDINGS REPORT 028-05670 N
Bradley W. Horstmann General Partner & CCO 704-334-6475 Bradley W. Horstmann Charlotte NC 01-31-2017 0 559 10316701 false
INFORMATION TABLE 2 2016Q413F.xml WEDGE CAPITAL MANAGEMENT 2016Q4 13F 3M COMPANY COM 88579Y101 24062 134748 SH SOLE 103804 0 30944 A T & T INC (NEW) COM 00206R102 201 4721 SH SOLE 4721 0 0 AARON'S INC COM 002535300 17828 557296 SH SOLE 508957 0 48339 ACCENTURE PLC COM G1151C101 37930 323832 SH SOLE 248912 0 74920 ACCESS NATL CORP COM 004337101 372 13400 SH SOLE 13400 0 0 ACTUANT CORP COM 00508X203 29971 1154937 SH SOLE 1052737 0 102200 ADDUS HOMECARE CORP COM 006739106 683 19500 SH SOLE 19500 0 0 ADIENT PLC COM G0084W101 5382 91840 SH SOLE 82870 0 8970 AECOM TECHNOLOGY CORP DELAWACO COM 00766T100 56490 1553627 SH SOLE 1444162 0 109465 AETNA INC COM 00817Y108 52010 419399 SH SOLE 323059 0 96340 AGCO CORP COM 001084102 24086 416276 SH SOLE 320502 0 95774 AIR METHODS CORP COM 009128307 29758 934328 SH SOLE 850618 0 83710 AIR PRODS & CHEMS INC COM 009158106 8313 57800 SH SOLE 44329 0 13471 AIRCASTLE LTD COM G0129K104 11768 564409 SH SOLE 516396 0 48013 ALAMO GROUP INC COM 011311107 1351 17759 SH SOLE 17759 0 0 ALBEMARLE CORP COM 012653101 8195 95197 SH SOLE 73260 0 21937 ALLSTATE CORP COM 020002101 130732 1763791 SH SOLE 1448206 0 315585 ALLY FINANCIAL INC COM 02005N100 138400 7276542 SH SOLE 5991942 0 1284600 ALPHABET CLASS C COM 02079K107 373 483 SH SOLE 483 0 0 ALTRA INDUSTRIAL MOTION CORP COM 02208R106 20904 566508 SH SOLE 518908 0 47600 AMAZON COM INC COM COM 023135106 238 318 SH SOLE 318 0 0 AMDOCS LTD COM G02602103 647 11112 SH SOLE 11112 0 0 AMEREN CORP COM 023608102 14705 280302 SH SOLE 219513 0 60789 AMERESCO INC COM 02361E108 591 107500 SH SOLE 107500 0 0 AMERICAN EAGLE OUTFITTERS INCO COM 02553E106 44818 2954388 SH SOLE 2272070 0 682318 AMERICAN ELECTRIC POWER COM 025537101 13460 213791 SH SOLE 163065 0 50726 AMERICAN FINL GROUP INC OHIOCO COM 025932104 1198 13600 SH SOLE 13600 0 0 AMERICAN INTERNATIONAL GROUP I COM 026874784 42929 657315 SH SOLE 531860 0 125455 AMERICAN NATL BANKSHARES INCCO COM 027745108 720 20700 SH SOLE 20700 0 0 AMERICAN SOFTWARE INC COM 029683109 822 79550 SH SOLE 79550 0 0 AMERIPRISE FINANCIAL INC COM 03076C106 29258 263729 SH SOLE 202934 0 60795 AMGEN INC COM 031162100 53551 366258 SH SOLE 282356 0 83902 AMPHENOL CORPORATION COM 032095101 40041 595843 SH SOLE 457563 0 138280 ANTHEM INC COM 036752103 52355 364156 SH SOLE 278773 0 85383 APACHE CORP COM 037411105 8509 134061 SH SOLE 120061 0 14000 APPLE COMPUTER INC COM 037833100 505 4358 SH SOLE 4358 0 0 ARCBEST CORP COM 03937C105 1430 51705 SH SOLE 51705 0 0 ARCHER DANIELS MIDLAND COM 039483102 8504 186296 SH SOLE 144362 0 41934 ARGAN INC COM 04010E109 1750 24800 SH SOLE 24800 0 0 ARGO GROUP INTL HLDGS LTD COM G0464B107 30622 464674 SH SOLE 424081 0 40593 ARROW FINL CORP COM 042744102 1333 32920 SH SOLE 32920 0 0 ASHLAND GLOBAL HLDGS INC COM COM 044186104 115204 1054116 SH SOLE 864316 0 189800 ASPEN INSURANCE HOLDINGS LTDSH COM G05384105 36440 662546 SH SOLE 604346 0 58200 ASPEN TECHNOLOGY INC COM 045327103 512 9372 SH SOLE 9372 0 0 ASSOCIATED BANC CORP COM 045487105 735 29770 SH SOLE 29770 0 0 ASSURANT INC COM 04621X108 47117 507394 SH SOLE 461894 0 45500 AUTOLIV INC COM 052800109 24820 219354 SH SOLE 169363 0 49991 AVALONBAY CMNTYS INC COM 053484101 88900 501833 SH SOLE 410633 0 91200 B & G FOODS INC COM 05508R106 23805 543489 SH SOLE 494489 0 49000 BALL CORP COM 058498106 8254 109956 SH SOLE 84592 0 25364 BANCFIRST CORP COM 05945F103 6530 70173 SH SOLE 63973 0 6200 BANK HAWAII CORP COM 062540109 709 7994 SH SOLE 7994 0 0 BANK MUTUAL CORP COM 063750103 628 66500 SH SOLE 66500 0 0 BANK OF AMERICA CORP COM 060505104 41411 1873802 SH SOLE 1507984 0 365818 BANK OF MARIN BANCORP COM 063425102 704 10100 SH SOLE 10100 0 0 BANKRATE INC DEL COM COM 06647F102 205 18540 SH SOLE 18540 0 0 BEL FUSE INC COM 077347300 964 31200 SH SOLE 31200 0 0 BELDEN INC COM 077454106 20825 278526 SH SOLE 253626 0 24900 BERKSHIRE HATHAWAY INC COM 084670702 15973 98008 SH SOLE 87658 0 10350 BEST BUY INC COM 086516101 47055 1102756 SH SOLE 850935 0 251821 BIG 5 SPORTING GOODS CORP COM COM 08915P101 1079 62201 SH SOLE 62201 0 0 BIG LOTS INC COM 089302103 17156 341681 SH SOLE 312481 0 29200 BIO TELEMETRY INC COM 090672106 936 41900 SH SOLE 41900 0 0 BIOGEN IDEC INC COM 09062X103 51770 182558 SH SOLE 140352 0 42206 BLOCK H & R INC COM 093671105 607 26419 SH SOLE 26419 0 0 BLOOMIN BRANDS INC COM 094235108 16647 923296 SH SOLE 839396 0 83900 BLUE CAP REINS HLDGS LTD COM COM G1190F107 934 50600 SH SOLE 50600 0 0 BOB EVANS FARMS INC COM 096761101 236 4433 SH SOLE 4433 0 0 BOISE CASCADE CO COM 09739D100 292 12982 SH SOLE 12982 0 0 BOSTON SCIENTIFIC CORP COM 101137107 53536 2475093 SH SOLE 1900743 0 574350 BOYD GAMING CORP COM 103304101 306 15161 SH SOLE 15161 0 0 BP plc COM 055622104 17272 462072 SH SOLE 354359 0 107713 BRIDGEPOINT ED INC COM 10807M105 166 16376 SH SOLE 16376 0 0 BRIGGS & STRATTON CORP COM 109043109 305 13710 SH SOLE 13710 0 0 BRINKER INTL INC COM 109641100 409 8251 SH SOLE 8251 0 0 BROADRIDGE FINL SOLUTIONS INCO COM 11133T103 674 10161 SH SOLE 10161 0 0 BROOKLINE BANCORP INC COM 11373M107 382 23279 SH SOLE 23279 0 0 BRUNSWICK CORP COM 117043109 74164 1359804 SH SOLE 1114577 0 245227 CA TECHNOLOGIES COM 12673P105 39017 1228100 SH SOLE 946392 0 281708 CABOT CORP COM 127055101 17442 345111 SH SOLE 314505 0 30606 CACI INTL INC COM 127190304 384 3090 SH SOLE 3090 0 0 CALERES INC COM 129500104 337 10263 SH SOLE 10263 0 0 CALIX INC COM 13100M509 568 73800 SH SOLE 73800 0 0 CALLON PETE CO COM 13123X102 21238 1381752 SH SOLE 1263252 0 118500 CALPINE CORP COM 131347304 748 65482 SH SOLE 65482 0 0 CAPELLA EDUCATION COMPANY COM COM 139594105 217 2473 SH SOLE 2473 0 0 CAPITAL ONE FINANCIAL CORP COM 14040H105 29778 341330 SH SOLE 263490 0 77840 CAPSTEAD MORTGAGE CORP COM 14067E506 18255 1791442 SH SOLE 1633492 0 157950 CARBONITE INC COM 141337105 417 25400 SH SOLE 25400 0 0 CARE CAP PPTYS INC COM 141624106 14226 569052 SH SOLE 517352 0 51700 CARRIZO OIL & GAS INC COM 144577103 13089 350444 SH SOLE 319253 0 31191 CATHAY GENERAL BANCORP COM 149150104 18601 489121 SH SOLE 445463 0 43658 CBL & ASSOC PPTYS INC COM 124830100 40559 3526904 SH SOLE 2892904 0 634000 CELANESE CORP COM 150870103 8263 104941 SH SOLE 80862 0 24079 CENTERPOINT ENERGY INC COM 15189T107 15088 612346 SH SOLE 481124 0 131222 CENTRAL GARDEN & PET CO COM 153527205 251 8136 SH SOLE 8136 0 0 CENTRAL VALLEY CMNTY BANCORPCO COM 155685100 754 37800 SH SOLE 37800 0 0 CENTURY CASINOS INC COM 156492100 331 40200 SH SOLE 40200 0 0 CF INDS HLDGS INC COM 125269100 9503 301880 SH SOLE 231937 0 69943 CHARTER FINL CORP COM 16122W108 303 18200 SH SOLE 18200 0 0 CHEMBIO DIAGNOSTICS INC COM 163572209 269 39500 SH SOLE 39500 0 0 CHEVRON CORPORATION COM 166764100 17460 148344 SH SOLE 113853 0 34491 CHICOS FAS INC COM 168615102 296 20596 SH SOLE 20596 0 0 CHILDRENS PL RETAIL STORES ICO COM 168905107 312 3091 SH SOLE 3091 0 0 CHUBB LIMITED COM H1467J104 30064 227549 SH SOLE 174915 0 52634 CHURCHILL DOWNS INC COM 171484108 310 2062 SH SOLE 2062 0 0 CIGNA CORP COM 125509109 13801 103467 SH SOLE 92730 0 10737 CINEMARK HOLDINGS INC COM 17243V102 427 11121 SH SOLE 11121 0 0 CIT GROUP INC COM 125581801 129461 3033304 SH SOLE 2486404 0 546900 CITI TRENDS INC COM 17306X102 1129 59900 SH SOLE 59900 0 0 CITIGROUP INC COM 172967424 30918 520245 SH SOLE 400545 0 119700 CLEAN HARBORS INC COM 184496107 18154 326223 SH SOLE 298123 0 28100 CLEARWATER PAPER CORP COM 18538R103 18000 274606 SH SOLE 250706 0 23900 CNB FINL CORP COM 126128107 385 14400 SH SOLE 14400 0 0 COLFAX CORP COM 194014106 50711 1411383 SH SOLE 1276983 0 134400 COMFORT SYS USA INC COM 199908104 655 19672 SH SOLE 19672 0 0 COMMERCE BANCSHARES INC COM 200525103 15293 264534 SH SOLE 242122 0 22412 COMMUNITY BANK SYS INC COM 203607106 563 9116 SH SOLE 9116 0 0 COMMUNITY HEALTHCARE TR INC CO COM 20369C106 1297 56300 SH SOLE 56300 0 0 COMMUNITY TRUST BANCORP INC COM 204149108 349 7028 SH SOLE 7028 0 0 COMPUTER SCIENCES CORP COM 205363104 45478 765365 SH SOLE 629121 0 136244 CONNECTICUT WTR SVC INC COM 207797101 642 11500 SH SOLE 11500 0 0 CONOCOPHILLIPS COM 20825C104 17395 346930 SH SOLE 267261 0 79669 CONVERGYS CORP COM 212485106 48165 1961127 SH SOLE 1665354 0 295773 COOPER STD HLDGS INC COM 21676P103 394 3808 SH SOLE 3808 0 0 COVENANT TRANSN GROUP INC CL A COM 22284P105 501 25900 SH SOLE 25900 0 0 CRA INTL INC COM 12618T105 1382 37750 SH SOLE 37750 0 0 CRANE CO COM 224399105 1105 15325 SH SOLE 15325 0 0 CRAWFORD & CO COM 224633107 936 74500 SH SOLE 74500 0 0 CREE INC COM COM 225447101 588 22285 SH SOLE 22285 0 0 CROWN HOLDINGS INC COM 228368106 8298 157852 SH SOLE 121700 0 36152 CSG SYS INTL INC COM 126349109 292 6023 SH SOLE 6023 0 0 CSRA INC COM 12650T104 48943 1537143 SH SOLE 1257399 0 279744 CTS CORP COM 126501105 1296 57850 SH SOLE 57850 0 0 CULLEN FROST BANKERS INC COM COM 229899109 145716 1651544 SH SOLE 1402088 0 249456 CULP INC COM 230215105 691 18600 SH SOLE 18600 0 0 CUMMINS INC COM 231021106 23594 172635 SH SOLE 132629 0 40006 CVB FINANCIAL CORP COM 126600105 7289 317864 SH SOLE 289386 0 28478 CYS INVESTMENTS INC COM 12673A108 17222 2227886 SH SOLE 2025054 0 202832 D R HORTON INC COM 23331A109 83010 3037329 SH SOLE 2489129 0 548200 DAKTRONICS INC COM 234264109 273 25543 SH SOLE 25543 0 0 DANA HOLDING CORP COM 235825205 137366 7237431 SH SOLE 6189864 0 1047567 DANAHER CORP COM 235851102 52008 668139 SH SOLE 514208 0 153931 DAWSON GEOPHYSICAL CO COM 239360100 1379 171571 SH SOLE 171571 0 0 DEERE & CO COM 244199105 9961 96668 SH SOLE 87268 0 9400 DEL FRISCOS RESTAURANT GROUPCO COM 245077102 14522 854262 SH SOLE 779706 0 74556 DELPHI AUTOMOTIVE PLC COM G27823106 107801 1600615 SH SOLE 1294696 0 305919 DELTA AIR LINES INC COM 247361702 23931 486503 SH SOLE 374182 0 112321 DELUXE CORP COM 248019101 480 6698 SH SOLE 6698 0 0 DHI GROUP INC COM 23331S100 1793 286800 SH SOLE 286800 0 0 DIAMOND HILL INVESTMENT GROUCO COM 25264R207 1241 5900 SH SOLE 5900 0 0 DICKS SPORTING GOODS INC COM COM 253393102 49138 925382 SH SOLE 714010 0 211372 DIGI INTL INC COM 253798102 1027 74666 SH SOLE 74666 0 0 DIGITALGLOBE INC COM 25389M877 251 8757 SH SOLE 8757 0 0 DILLARDS INC COM 254067101 304 4844 SH SOLE 4844 0 0 DIME CMNTY BANCSHARES COM 253922108 326 16233 SH SOLE 16233 0 0 DISCOVER FINANCIAL SVCS COM 254709108 30845 427864 SH SOLE 329184 0 98680 DISH NETWORK CORP COM 25470M109 7135 123159 SH SOLE 109759 0 13400 DOMTAR CORPORATION COM 257559203 403 10333 SH SOLE 10333 0 0 DOVER CORP COM 260003108 117814 1572322 SH SOLE 1283914 0 288408 DR PEPPER SNAPPLE GROUP INC CO COM 26138E109 52687 581085 SH SOLE 445981 0 135104 DST SYSTEMS INC COM 233326107 490 4575 SH SOLE 4575 0 0 DSW INC CL A COM 23334L102 315 13904 SH SOLE 13904 0 0 DUPONT FABROS TECHNOLOGY INCCO COM 26613Q106 57062 1298941 SH SOLE 1184141 0 114800 E TRADE FINANCIAL CORP COM NEW COM 269246401 917 26456 SH SOLE 26456 0 0 EASTMAN CHEM CO COM 277432100 87030 1157157 SH SOLE 935114 0 222043 EDISON INTL COM 281020107 13902 193110 SH SOLE 148390 0 44720 EL PASO ELECTRIC CO COM 283677854 31207 671110 SH SOLE 612310 0 58800 ELECTRONIC ARTS INC COM 285512109 54057 686353 SH SOLE 527365 0 158988 EMCOR GROUP INC COM 29084Q100 1228 17355 SH SOLE 17355 0 0 EMERSON ELEC CO COM 291011104 22800 408976 SH SOLE 314403 0 94573 ENERSYS COM 29275Y102 49409 632644 SH SOLE 576651 0 55993 ENI SPA COM 26874R108 17917 555749 SH SOLE 428771 0 126978 ENNIS INC COM 293389102 1455 83855 SH SOLE 83855 0 0 ENSTAR GROUP LIMITED COM G3075P101 692 3500 SH SOLE 3500 0 0 ENTERGY CORP COM 29364G103 13988 190387 SH SOLE 146376 0 44011 ENVISION HEALTHCARE CORP COM 29414D100 36243 572655 SH SOLE 522696 0 49959 ENZO BIOCHEM INC COM 294100102 582 83900 SH SOLE 83900 0 0 EPLUS INC COM 294268107 1405 12200 SH SOLE 12200 0 0 EPR PROPERTIES COM 26884U109 101935 1420303 SH SOLE 1190603 0 229700 EQT CORP COM 26884L109 149881 2291764 SH SOLE 1876164 0 415600 EQUITY BANCSHARES INC COM 29460X109 373 11100 SH SOLE 11100 0 0 ESSENDANT INC COM 296689102 15934 762392 SH SOLE 698094 0 64298 EURONET WORLDWIDE INC COM 298736109 472 6510 SH SOLE 6510 0 0 EXA CORP COM 300614500 975 63500 SH SOLE 63500 0 0 EXACTECH INC COM 30064E109 1147 42000 SH SOLE 42000 0 0 EXELON CORP COM 30161N101 14140 398435 SH SOLE 307846 0 90589 EXPRESS INC COM 30219E103 249 23174 SH SOLE 23174 0 0 EXPRESS SCRIPTS HOLDING COMPAN COM 30219G108 51105 742909 SH SOLE 570655 0 172254 EXXON MOBIL CORP COM 30231G102 17026 188636 SH SOLE 145747 0 42889 F5 NETWORKS INC COM 315616102 39596 273607 SH SOLE 210127 0 63480 FAIR ISAAC CORP COM 303250104 454 3810 SH SOLE 3810 0 0 FARMER BROS CO COM 307675108 1255 34200 SH SOLE 34200 0 0 FARMERS CAP BANK CORP COM 309562106 378 9000 SH SOLE 9000 0 0 FARMERS NATL BANC CORP COM 309627107 406 28600 SH SOLE 28600 0 0 FEDERAL AGRICULTURAL MTG COM 313148306 1369 23900 SH SOLE 23900 0 0 FEDERATED INVS INC COM 314211103 650 23001 SH SOLE 23001 0 0 FEDEX CORP COM 31428X106 10045 53947 SH SOLE 53947 0 0 FIDELITY NATIONAL FINANCIAL FN COM 31620R303 106470 3135169 SH SOLE 2570169 0 565000 FIFTH THIRD BANCORP COM 316773100 98185 3640519 SH SOLE 3001619 0 638900 FIRST BANCORP COM 318910106 1113 41000 SH SOLE 41000 0 0 FIRST CMNTY BANCSHARES INC NCO COM 31983A103 723 24000 SH SOLE 24000 0 0 FIRST COMWLTH FINL CORP PA COM COM 319829107 409 28839 SH SOLE 28839 0 0 FIRST DEFIANCE FINL CORP COM COM 32006W106 1705 33600 SH SOLE 33600 0 0 FIRST FINL CORP IND COM 320218100 1468 27800 SH SOLE 27800 0 0 FIRST INTST BANCSYSTEM INC COM COM 32055Y201 456 10706 SH SOLE 10706 0 0 FIRST MERCHANTS CORP COM 320817109 13127 348669 SH SOLE 317969 0 30700 FIRSTENERGY CORP COM 337932107 13584 438621 SH SOLE 337390 0 101231 FISERV INC COM 337738108 40645 382433 SH SOLE 292910 0 89523 FLUSHING FINANCIAL CORP COM 343873105 1707 58096 SH SOLE 58096 0 0 FMC TECHNOLOGIES INC COM 30249U101 54398 1531054 SH SOLE 1255254 0 275800 FNB CORP COM 302520101 20705 1291642 SH SOLE 1179247 0 112395 FOOT LOCKER INC COM 344849104 728 10267 SH SOLE 10267 0 0 FORRESTER RESEARCH COM 346563109 217 5047 SH SOLE 5047 0 0 FORUM ENERGY TECHNOLOGIES INCO COM 34984V100 17553 797874 SH SOLE 729874 0 68000 FRANCESCAS HLDGS CORP COM COM 351793104 226 12561 SH SOLE 12561 0 0 FRANKLIN RESOURCES INC COM 354613101 29277 739703 SH SOLE 568382 0 171321 FTI CONSULTING INC COM 302941109 274 6076 SH SOLE 6076 0 0 FULTON FINANCIAL CORP COM 360271100 14825 788580 SH SOLE 720680 0 67900 FUTUREFUEL CORPORATION COM 36116M106 235 16889 SH SOLE 16889 0 0 GENERAL DYNAMICS CORP COM 369550108 50389 291841 SH SOLE 229699 0 62142 GENESCO INC COM 371532102 16581 267001 SH SOLE 242801 0 24200 GENESEE & WYOMING INC COM 371559105 30323 436866 SH SOLE 398266 0 38600 GERMAN AMERICAN BANCORP COM 373865104 5106 97060 SH SOLE 88960 0 8100 GLADSTONE INVT CORP COM 376546107 821 97000 SH SOLE 97000 0 0 GLOBAL BRASS & COPPER HLDGS COM 37953G103 1321 38500 SH SOLE 38500 0 0 GLOBAL PAYMENTS INC COM 37940X102 39445 568285 SH SOLE 437396 0 130889 GOLDMAN SACHS GROUP INC COM 38141G104 30296 126525 SH SOLE 97544 0 28981 GOODYEAR TIRE & RUBBER CO COM 382550101 49435 1601378 SH SOLE 1228479 0 372899 GRAPHIC PACKAGING HLDG CO COM COM 388689101 629 50403 SH SOLE 50403 0 0 GREAT PLAINS ENERGY INC COM 391164100 141520 5174400 SH SOLE 4240500 0 933900 GREAT WESTERN BANCORP INC COM 391416104 50202 1151685 SH SOLE 1048723 0 102962 GUIDANCE SOFTWARE INC COM 401692108 321 45400 SH SOLE 45400 0 0 GULF ISLAND FABRICATION INC COM 402307102 1263 106141 SH SOLE 106141 0 0 GULFPORT ENERGY CORP COM 402635304 16283 752438 SH SOLE 687638 0 64800 H.B. FULLER COMPANY COM 359694106 28814 596449 SH SOLE 543796 0 52653 HACKETT GROUP INC COM 404609109 1448 81979 SH SOLE 81979 0 0 HALLIBURTON CO COM 406216101 11162 206368 SH SOLE 184668 0 21700 HALLMARK FINL SVCS INC ECCOM N COM 40624Q203 278 23900 SH SOLE 23900 0 0 HANCOCK HLDG CO COM 410120109 15826 367185 SH SOLE 334885 0 32300 HARTFORD FINANCIAL SVCS GROUP COM 416515104 29290 614689 SH SOLE 472468 0 142221 HAVERTY FURNITURE COMPANIES IN COM 419596101 587 24750 SH SOLE 24750 0 0 HAWAIIAN ELEC INDUSTRIES COM 419870100 467 14129 SH SOLE 14129 0 0 HCA HOLDINGS INC COM 40412C101 11289 152514 SH SOLE 133514 0 19000 HCI GROUP INC COM 40416E103 608 15400 SH SOLE 15400 0 0 HEALTHSOUTH CORP COM 421924309 17519 424803 SH SOLE 387351 0 37452 HEIDRICK & STRUGGLES INTL INCO COM 422819102 949 39297 SH SOLE 39297 0 0 HENRY JACK & ASSOC INC COM 426281101 659 7424 SH SOLE 7424 0 0 HERITAGE CRYSTAL CLEAN INC COM COM 42726M106 670 42700 SH SOLE 42700 0 0 HESKA CORP COM 42805E306 816 11400 SH SOLE 11400 0 0 HESS CORP COM 42809H107 17303 277775 SH SOLE 213391 0 64384 HILLENBRAND INC COM 431571108 782 20394 SH SOLE 20394 0 0 HILL-ROM HOLDINGS INC COM 431475102 12653 225380 SH SOLE 204553 0 20827 HOLLYFRONTIER CORPORATION COM 436106108 662 20210 SH SOLE 20210 0 0 HOLOGIC INC COM 436440101 54367 1355110 SH SOLE 1044660 0 310450 HOME BANCORP INC COM 43689E107 363 9400 SH SOLE 9400 0 0 HOME DEPOT INC COM 437076102 50400 375898 SH SOLE 289522 0 86376 HOPE BANCORP INC COM 43940T109 13717 626644 SH SOLE 568829 0 57815 HUNTINGTON BANCSHARES INC COM COM 446150104 1207 91273 SH SOLE 91273 0 0 HURCO COMPANIES INC COM 447324104 298 9000 SH SOLE 9000 0 0 HYATT HOTELS CORP COM 448579102 5494 99412 SH SOLE 90012 0 9400 INDEPENDENT BANK CORP MICH COM COM 453838609 2188 100821 SH SOLE 100821 0 0 INFORMATION SERVICES GROUP ICO COM 45675Y104 482 132400 SH SOLE 132400 0 0 INGLES MKTS INC COM 457030104 203 4224 SH SOLE 4224 0 0 INGREDION INC COM 457187102 8522 68198 SH SOLE 52437 0 15761 INNOPHOS HOLDINGS INC COM 45774N108 264 5051 SH SOLE 5051 0 0 INNOSPEC INC COM 45768S105 321 4683 SH SOLE 4683 0 0 INSIGHT ENTERPRISES INC COM 45765U103 16921 418412 SH SOLE 383012 0 35400 INSPERITY INC COM 45778Q107 329 4641 SH SOLE 4641 0 0 INSTEEL INDUSTRIES INC COM 45774W108 1276 35800 SH SOLE 35800 0 0 INTEGRATED DEVICE TECH COM 458118106 35221 1494957 SH SOLE 1357887 0 137070 INTEL CORP COM 458140100 41051 1131808 SH SOLE 871355 0 260453 INTERFACE INC COM 458665304 14075 758738 SH SOLE 690038 0 68700 INTERNATIONAL PAPER CO COM 460146103 8516 160490 SH SOLE 123319 0 37171 INVESTMENT TECHNOLOGY GRP NECO COM 46145F105 265 13413 SH SOLE 13413 0 0 ITRON INC COM 465741106 488 7771 SH SOLE 7771 0 0 J ALEXANDERS HLDGS INC COM 46609J106 634 59000 SH SOLE 59000 0 0 JACOBS ENGINEERING GROUP COM 469814107 22902 401794 SH SOLE 308970 0 92824 JOHNSON & JOHNSON COM 478160104 51671 448492 SH SOLE 344983 0 103509 Johnson Controls International COM G51502105 13466 326936 SH SOLE 294933 0 32003 JOHNSON OUTDOORS INC COM 479167108 420 10575 SH SOLE 10575 0 0 JPMORGAN CHASE & CO COM 46625H100 31475 364759 SH SOLE 281960 0 82799 K12 INC COM 48273U102 212 12352 SH SOLE 12352 0 0 KADANT INC COM 48282T104 980 16014 SH SOLE 16014 0 0 KCG HLDGS INC COM 48244B100 291 21939 SH SOLE 21939 0 0 KEYCORP COM 493267108 31276 1711899 SH SOLE 1319842 0 392057 KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 75739 2071059 SH SOLE 1695159 0 375900 KIRKLANDS INC COM 497498105 602 38800 SH SOLE 38800 0 0 KLX INC COM 482539103 16882 374246 SH SOLE 341646 0 32600 L-3 COMMUNICATIONS HLDGS INCCO COM 502424104 40393 265552 SH SOLE 203728 0 61824 LAKELAND BANCORP INC COM 511637100 353 18127 SH SOLE 18127 0 0 LAKELAND FINANCIAL CORP COM 511656100 4977 105080 SH SOLE 95680 0 9400 LAM RESEARCH CORP COM 512807108 41957 396833 SH SOLE 303994 0 92839 LAMAR ADVERTISING CO COM 512816109 103464 1538723 SH SOLE 1264605 0 274118 LANCASTER COLONY CORP COM 513847103 364 2573 SH SOLE 2573 0 0 LANDEC CORP COM 514766104 599 43400 SH SOLE 43400 0 0 LANDSTAR SYS INC COM 515098101 1177 13804 SH SOLE 13804 0 0 LANTHEUS HLDGS INC COM 516544103 530 61600 SH SOLE 61600 0 0 LEAR CORP COM 521865204 23117 174639 SH SOLE 134542 0 40097 LEGG MASON INC COM 524901105 30829 1030741 SH SOLE 934441 0 96300 LEGGETT & PLATT INC COM 524660107 732 14967 SH SOLE 14967 0 0 LEMAITRE VASCULAR INC COM 525558201 1346 53100 SH SOLE 53100 0 0 LHC GROUP INC COM 50187A107 301 6589 SH SOLE 6589 0 0 LIFETIME BRANDS INC COM 53222Q103 1020 57450 SH SOLE 57450 0 0 LINCOLN NATL CORP COM 534187109 29948 451915 SH SOLE 348146 0 103769 LIVE NATION INC COM 538034109 491 18474 SH SOLE 18474 0 0 LKQ CORP COM 501889208 51594 1683338 SH SOLE 1293106 0 390232 LOCKHEED MARTIN CORP COM 539830109 40054 160254 SH SOLE 123113 0 37141 LOWES COS INC COM 548661107 13832 194485 SH SOLE 174085 0 20400 LTC PPTYS INC COM 502175102 24621 524080 SH SOLE 477080 0 47000 LUMINEX CORP COM 55027E102 284 14014 SH SOLE 14014 0 0 LYDALL INC COM 550819106 1082 17500 SH SOLE 17500 0 0 LYONDELLBASELL INDUSTRIES NV COM N53745100 8202 95616 SH SOLE 73856 0 21760 M&T BANK CORP COM 55261F104 66270 423639 SH SOLE 347239 0 76400 MAINSOURCE FINL GROUP INC COM COM 56062Y102 1149 33400 SH SOLE 33400 0 0 MANTECH INTL CORP COM 564563104 622 14726 SH SOLE 14726 0 0 MARCUS CORP COM 566330106 1357 43075 SH SOLE 43075 0 0 MARKEL CORP COM 570535104 14989 16572 SH SOLE 14866 0 1706 MARLIN BUSINESS SVCS CORP COM COM 571157106 654 31300 SH SOLE 31300 0 0 MARVELL TECHNOLOGY GROUP ORD COM G5876H105 98357 7091322 SH SOLE 5826622 0 1264700 MATERION CORPORATION COM 576690101 1355 34225 SH SOLE 34225 0 0 MATRIX SVC CO COM 576853105 697 30700 SH SOLE 30700 0 0 MCBC HLDGS INC COM 55276F107 687 47100 SH SOLE 47100 0 0 MEDIFAST INC COM 58470H101 1307 31400 SH SOLE 31400 0 0 MEDNAX INC COM 58502B106 130964 1964651 SH SOLE 1607951 0 356700 MERCANTILE BANK CORP COM 587376104 1146 30400 SH SOLE 30400 0 0 MERCHANTS BANCSHARES COM 588448100 434 8000 SH SOLE 8000 0 0 MERCK & COMPANY COM 58933Y105 50619 859843 SH SOLE 661194 0 198649 MEREDITH CORP COM 589433101 353 5975 SH SOLE 5975 0 0 METLIFE INC COM 59156R108 29333 544310 SH SOLE 420153 0 124157 MFA FINANCIAL INC COM 55272X102 70721 9268766 SH SOLE 7708366 0 1560400 MGM GROWTH PPTYS LLC COM 55303A105 42354 1673420 SH SOLE 1361620 0 311800 MGM MIRAGE COM 552953101 53075 1840964 SH SOLE 1417567 0 423397 MICROSEMI CORP COM 595137100 44353 821814 SH SOLE 748014 0 73800 MICROSOFT COM 594918104 41176 662637 SH SOLE 511045 0 151592 MIDDLESEX WATER CO COM 596680108 618 14400 SH SOLE 14400 0 0 MIDLAND STS BANCORP INC ILL CO COM 597742105 796 22000 SH SOLE 22000 0 0 MINERALS TECHNOLOGIES INC COM 603158106 29065 376242 SH SOLE 343242 0 33000 MISTRAS GROUP INC COM 60649T107 8841 344266 SH SOLE 315231 0 29035 MOHAWK INDS INC COM 608190104 51612 258472 SH SOLE 198971 0 59501 MOLINA HEALTHCARE INC COM 60855R100 749 13802 SH SOLE 13802 0 0 MONARCH CASINO & RESORT INC CO COM 609027107 1029 39900 SH SOLE 39900 0 0 MONOTYPE IMAGING HOLDINGS INCO COM 61022P100 233 11733 SH SOLE 11733 0 0 MOOG INC COM 615394202 27796 423206 SH SOLE 384117 0 39089 MORGAN STANLEY COM 617446448 30433 720296 SH SOLE 554690 0 165606 MOTOROLA SOLUTIONS INC COM 620076307 41045 495177 SH SOLE 380860 0 114317 MULTI COLOR CORP COM 625383104 328 4225 SH SOLE 4225 0 0 MURPHY OIL CORP COM 626717102 150037 4819682 SH SOLE 3939995 0 879687 MYERS INDUSTRIES INC COM 628464109 805 56300 SH SOLE 56300 0 0 NABORS INDUSTRIES LTD COM G6359F103 18252 1112943 SH SOLE 870546 0 242397 NANOMETRICS INC COM 630077105 654 26100 SH SOLE 26100 0 0 NASDAQ OMX GROUP INC COM 631103108 920 13714 SH SOLE 13714 0 0 NATIONAL FUEL & GAS CO COM 636180101 412 7266 SH SOLE 7266 0 0 NATIONAL GEN HLDGS CORP COM COM 636220303 587 23482 SH SOLE 23482 0 0 NATIONAL RESH CORP COM 637372202 342 18000 SH SOLE 18000 0 0 NATIONAL-OILWELL VARCO, INC COM 637071101 17449 466063 SH SOLE 359481 0 106582 NATURAL GAS SERVICES GROUP COM COM 63886Q109 1334 41500 SH SOLE 41500 0 0 NAVIGANT CONSULTING INC COM 63935N107 14716 562098 SH SOLE 514317 0 47781 NCI BUILDING SYS INC COM NEW COM 628852204 279 17831 SH SOLE 17831 0 0 NCI INC COM 62886K104 538 38600 SH SOLE 38600 0 0 NEFF CORP COM 640094207 733 52000 SH SOLE 52000 0 0 NET 1 UEPS TECHNOLOGIES INC UEPS COM NEW 64107N206 1340 116700 SH SOLE 116700 0 0 NEWPARK RES INC COM 651718504 407 54228 SH SOLE 54228 0 0 NEWSTAR FINANCIAL INC COM 65251F105 315 34100 SH SOLE 34100 0 0 NEXPOINT RESIDENTIAL TR INC CO COM 65341D102 1301 58227 SH SOLE 58227 0 0 NMI HLDGS INC COM 629209305 1439 135100 SH SOLE 135100 0 0 NORTHROP GRUMMAN CORP COM 666807102 40560 174393 SH SOLE 134463 0 39930 NORTHWEST BANCSHARES INC MD CO COM 667340103 445 24694 SH SOLE 24694 0 0 NOVANTA INC COM 67000B104 1392 66300 SH SOLE 66300 0 0 NRG ENERGY INC COM 629377508 13954 1138200 SH SOLE 879500 0 258700 NUANCE COMMUNICATIONS INC COM COM 67020Y100 527 35356 SH SOLE 35356 0 0 NVIDIA CORP COM 67066G104 43509 407613 SH SOLE 312709 0 94904 OCEANFIRST FINL CORP COM 675234108 15658 521410 SH SOLE 474172 0 47238 OGE ENERGY CORP COM 670837103 14785 442002 SH SOLE 345970 0 96032 OIL STATES INTL COM 678026105 20446 524245 SH SOLE 481845 0 42400 OLD NATIONAL BANCORP COM 680033107 577 31789 SH SOLE 31789 0 0 OLD SECOND BANCORP INC ILL COM COM 680277100 786 71100 SH SOLE 71100 0 0 OMEGA PROTEIN CORP COM 68210P107 1108 44219 SH SOLE 44219 0 0 OMNOVA SOLUTIONS INC COM 682129101 1700 170006 SH SOLE 170006 0 0 ONE LIBERTY PPTYS INC COM 682406103 927 36900 SH SOLE 36900 0 0 ORASURE TECHNOLOGIES INC COM COM 68554V108 1743 198540 SH SOLE 198540 0 0 OWENS & MINOR INC NEW COM COM 690732102 502 14214 SH SOLE 14214 0 0 OWENS-ILLINOIS INC COM 690768403 85394 4904904 SH SOLE 3989844 0 915060 OXFORD INDUSTRIES INC COM 691497309 16144 268487 SH SOLE 244787 0 23700 PACIFIC CONTINENTAL CORP COM COM 69412V108 11107 508348 SH SOLE 465816 0 42532 PACKAGING CORP AMERICA COM 695156109 111228 1311336 SH SOLE 1071714 0 239622 PARK OHIO HLDGS CORP COM 700666100 228 5356 SH SOLE 5356 0 0 PARK STERLING CORP COM 70086Y105 5435 503688 SH SOLE 457288 0 46400 PARKER-HANNIFIN CORP COM 701094104 23905 170749 SH SOLE 131067 0 39682 PATRICK INDS INC COM 703343103 306 4017 SH SOLE 4017 0 0 PATTERSON-UTI ENERGY INC COM 703481101 18598 690851 SH SOLE 539611 0 151240 PC CONNECTION COM 69318J100 965 34346 SH SOLE 34346 0 0 PENNANTPARK INVT CORP COM 708062104 866 113017 SH SOLE 113017 0 0 PENNEY J C INC COM 708160106 480 57722 SH SOLE 57722 0 0 PENTAIR PLC COM G7S00T104 11495 205003 SH SOLE 183403 0 21600 PFENEX INC COM 717071104 278 30700 SH SOLE 30700 0 0 PFIZER INC COM 717081103 53127 1635689 SH SOLE 1265299 0 370390 PG&E CORP COM 69331C108 7723 127083 SH SOLE 113483 0 13600 PHOTRONICS INC COM 719405102 291 25748 SH SOLE 25748 0 0 PINNACLE FINL PARTNERS INC COM COM 72346Q104 20708 298818 SH SOLE 272590 0 26228 PINNACLE WEST CAPITAL CORP COM 723484101 141043 1807552 SH SOLE 1472441 0 335111 PIPER JAFFRAY COS COM 724078100 299 4118 SH SOLE 4118 0 0 PITNEY BOWES INC COM 724479100 22492 1480732 SH SOLE 1135463 0 345269 PLANTRONICS INC COM 727493108 30952 565231 SH SOLE 515031 0 50200 PNM RESOURCES INC COM 69349H107 459 13372 SH SOLE 13372 0 0 POLYONE CORP COM 73179P106 396 12373 SH SOLE 12373 0 0 POPULAR INC COM 733174700 891 20330 SH SOLE 20330 0 0 PORTLAND GEN ELEC CO COM 736508847 30712 708793 SH SOLE 646493 0 62300 POTBELLY CORP COM 73754Y100 504 39100 SH SOLE 39100 0 0 PPG INDUSTRIES INC COM 693506107 8289 87477 SH SOLE 67467 0 20010 PREFERRED BANK LOS ANGELES CA COM 740367404 1421 27100 SH SOLE 27100 0 0 PRIMO WATER CORP COM 74165N105 535 43600 SH SOLE 43600 0 0 PRINCIPAL FINANCIAL GROUP INC COM 74251V102 28843 498499 SH SOLE 383353 0 115146 PROGRESS SOFTWARE CORP COM 743312100 17391 544653 SH SOLE 497680 0 46973 PROSPERITY BANCSHARES INC COM 743606105 61169 852177 SH SOLE 776265 0 75912 PROVIDENCE SVC CORP COM 743815102 16187 425403 SH SOLE 389900 0 35503 PROVIDENT FINL SVCS INC COM 74386T105 437 15455 SH SOLE 15455 0 0 PRUDENTIAL FINANCIAL INC COM 744320102 30634 294388 SH SOLE 226988 0 67400 PTC INC COM 69370C100 21630 467476 SH SOLE 422597 0 44879 PUBLIC SVC ENTERPRISES COM 744573106 13872 316143 SH SOLE 244124 0 72019 PVH CORP COM 693656100 986 10925 SH SOLE 10925 0 0 QAD INC COM 74727D306 362 11900 SH SOLE 11900 0 0 QUANEX BUILDING PRODUCTS CORCO COM 747619104 16683 821812 SH SOLE 747812 0 74000 QUANTA SVCS INC COM 74762E102 24558 704678 SH SOLE 642878 0 61800 QUEST DIAGNOSTICS INC COM 74834L100 1047 11393 SH SOLE 11393 0 0 RADISYS CORP COM 750459109 776 175100 SH SOLE 175100 0 0 RAYTHEON CO COM 755111507 39874 280805 SH SOLE 215205 0 65600 RED ROBIN GOURMET BURGERS INCO COM 75689M101 19187 340198 SH SOLE 309947 0 30251 REGAL ENTERTAINMENT GROUP COM 758766109 461 22398 SH SOLE 22398 0 0 REGIONAL MGMT CORP COM 75902K106 1288 49000 SH SOLE 49000 0 0 REGIONS FINANCIAL CORP COM 7591EP100 30187 2102182 SH SOLE 1619704 0 482478 REGIS CORP COM 758932107 185 12738 SH SOLE 12738 0 0 REINSURANCE GROUP AMERICA COM 759351604 1305 10369 SH SOLE 10369 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 8361 105116 SH SOLE 81066 0 24050 RENT A CTR INC COM 76009N100 203 18026 SH SOLE 18026 0 0 REPUBLIC SVCS INC COM 760759100 112173 1966218 SH SOLE 1621914 0 344304 RESOLUTE FOREST PRODS INC COM 76117W109 263 49207 SH SOLE 49207 0 0 RIVERVIEW BANCORP INC COM 769397100 359 51300 SH SOLE 51300 0 0 ROCKY BRANDS INC COM 774515100 185 16025 SH SOLE 16025 0 0 ROGERS CORP COM 775133101 317 4126 SH SOLE 4126 0 0 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 70029 853590 SH SOLE 703990 0 149600 ROYAL DUTCH SHELL PLC COM 780259206 16914 311028 SH SOLE 238353 0 72675 RUTH'S HOSPITALITY GROUP INC COM 783332109 1671 91300 SH SOLE 91300 0 0 RYDER SYSTEM INC COM 783549108 28455 382259 SH SOLE 347359 0 34900 S&T BANCORP INC COM 783859101 18005 461184 SH SOLE 420684 0 40500 SAIA INC COM 78709Y105 16628 376625 SH SOLE 344025 0 32600 SALEM MEDIA GROUP INC COM 794093104 257 41100 SH SOLE 41100 0 0 SANFILIPPO JOHN B & SON INC CO COM 800422107 218 3092 SH SOLE 3092 0 0 SCHLUMBERGER LTD COM 806857108 12191 145214 SH SOLE 130114 0 15100 SCHWEITZER-MAUDUIT INTL INC CO COM 808541106 239 5250 SH SOLE 5250 0 0 SCIENCE APPLICATIONS INTL COM 808625107 18512 218299 SH SOLE 198589 0 19710 SEACOR HOLDINGS INC COM 811904101 35433 497102 SH SOLE 407302 0 89800 SEAWORLD ENTMT INC COM 81282V100 355 18743 SH SOLE 18743 0 0 SERVICE CORP INTL COM 817565104 555 19535 SH SOLE 19535 0 0 SHORETEL INC COM 825211105 1223 171100 SH SOLE 171100 0 0 SHUTTERFLY INC COM 82568P304 336 6692 SH SOLE 6692 0 0 SIERRA BANCORP COM 82620P102 428 16100 SH SOLE 16100 0 0 SIX FLAGS ENTERTAINMENT CORP COM 83001A102 648 10799 SH SOLE 10799 0 0 SONOCO PRODUCTS COM 835495102 565 10730 SH SOLE 10730 0 0 SOUTHWEST BANCORP INC COM 844767103 882 30400 SH SOLE 30400 0 0 SP PLUS CORP COM 78469C103 15527 551575 SH SOLE 502875 0 48700 SPARTAN MOTORS INC COM 846819100 329 35600 SH SOLE 35600 0 0 SPARTANNASH CO COM 847215100 13857 350446 SH SOLE 319928 0 30518 SPIRIT AIRLLINES INC COM 848577102 20338 351504 SH SOLE 320704 0 30800 STAG INDUSTRIAL INC. COM 85254J102 53477 2240359 SH SOLE 2041012 0 199347 STANDEX INTL CORP COM 854231107 41524 472671 SH SOLE 432316 0 40355 STATE NATL COS INC COM 85711T305 1068 77038 SH SOLE 77038 0 0 STEELCASE INC COM 858155203 34919 1950807 SH SOLE 1653507 0 297300 STEIN MART INC COM 858375108 637 116300 SH SOLE 116300 0 0 STOCK YARDS BANCORP INC COM 861025104 11263 239893 SH SOLE 221243 0 18650 STONERIDGE INC COM 86183P102 1254 70900 SH SOLE 70900 0 0 STRAYER ED INC COM 863236105 208 2578 SH SOLE 2578 0 0 SUNCOKE ENERGY INC COM 86722A103 197 17407 SH SOLE 17407 0 0 SUNTRUST BANKS INC COM 867914103 30562 557199 SH SOLE 429896 0 127303 SUPERIOR ENERGY SVCS INC COM COM 868157108 18779 1112502 SH SOLE 868912 0 243590 SUPERVALU INC COM 868536103 245 52519 SH SOLE 52519 0 0 SURMODICS INC COM 868873100 262 10298 SH SOLE 10298 0 0 SYKES ENTERPRISES INC COM 871237103 13689 474315 SH SOLE 431939 0 42376 SYNAPTICS INC COM 87157D109 563 10508 SH SOLE 10508 0 0 SYNNEX CORP COM 87162W100 536 4427 SH SOLE 4427 0 0 SYSCO CORP COM 871829107 7076 127791 SH SOLE 115291 0 12500 T MOBILE US INC COM 872590104 14462 251478 SH SOLE 193179 0 58299 TAILORED BRANDS INC COM 87403A107 258 10093 SH SOLE 10093 0 0 TARGET CORP COM 87612E106 49216 681373 SH SOLE 524616 0 156757 TCF FINANCIAL CORP COM 872275102 79125 4039052 SH SOLE 3497190 0 541862 TECHTARGET INC COM 87874R100 537 63000 SH SOLE 63000 0 0 TERADATA CORP COM 88076W103 558 20530 SH SOLE 20530 0 0 TERRITORIAL BANCORP INC COM 88145X108 715 21775 SH SOLE 21775 0 0 TESCO CORP COM 88157K101 420 50894 SH SOLE 50894 0 0 TESSCO TECHNOLOGIES INC COM 872386107 967 74400 SH SOLE 74400 0 0 TETRA TECH INC COM 88162G103 853 19774 SH SOLE 19774 0 0 TEXAS INSTRUMENTS INC COM 882508104 40117 549774 SH SOLE 423285 0 126489 THIRD POINT REINSURANCE LTD COM G8827U100 417 36073 SH SOLE 36073 0 0 TOMPKINS TRUSTCO INC COM 890110109 392 4149 SH SOLE 4149 0 0 TORO CO COM 891092108 671 12000 SH SOLE 12000 0 0 TOTAL SA COM 89151E109 17615 345591 SH SOLE 266953 0 78638 TOWER INTL INC COM 891826109 1567 55280 SH SOLE 55280 0 0 TRANSDIGM GROUP INC COM 893641100 140372 563833 SH SOLE 462124 0 101709 TRANSOCEAN LTD COM H8817H100 17141 1162864 SH SOLE 895836 0 267028 TRAVELPORT WORLDWIDE LTD SHS COM G9019D104 280 19875 SH SOLE 19875 0 0 TREEHOUSE FOODS INC COM 89469A104 71153 985634 SH SOLE 897874 0 87760 TRINET GROUP INC COM 896288107 293 11452 SH SOLE 11452 0 0 TRIPLE-S MGMT CORP COM 896749108 230 11127 SH SOLE 11127 0 0 TRISTATE CAP HLDGS INC COM 89678F100 1061 48000 SH SOLE 48000 0 0 TRIUMPH BANCORP INC COM 89679E300 845 32300 SH SOLE 32300 0 0 TTM TECHNOLOGIES INC COM COM 87305R109 453 33250 SH SOLE 33250 0 0 TUCOWS INC COM 898697206 768 21800 SH SOLE 21800 0 0 TWENTY FIRST CENTY FOX INC CL COM 90130A200 9303 341378 SH SOLE 302578 0 38800 UCP INC COM 90265Y106 374 31000 SH SOLE 31000 0 0 UGI CORP COM 902681105 99547 2160310 SH SOLE 1760545 0 399765 UNIFI INC COM 904677200 907 27800 SH SOLE 27800 0 0 UNIT CORP COM 909218109 256 9529 SH SOLE 9529 0 0 UNITED CMNTY FINL CORP OHIO CO COM 909839102 709 79300 SH SOLE 79300 0 0 UNITED CONTL HLDGS INC COM 910047109 23445 321697 SH SOLE 248229 0 73468 UNITED RENTALS INC COM 911363109 30668 290475 SH SOLE 223036 0 67439 UNITED THERAPEUTICS CORP DELCO COM 91307C102 1126 7854 SH SOLE 7854 0 0 UNITEDHEALTH GROUP INC COM 91324P102 68383 427284 SH SOLE 339806 0 87478 UNIVERSAL HEALTH SVCS INC CL B COM 913903100 188860 1775336 SH SOLE 1432214 0 343122 UNIVERSAL TRUCKLOAD SVCS INCCO COM 91388P105 293 17900 SH SOLE 17900 0 0 UNUMPROVIDENT CORP COM 91529Y106 30787 700822 SH SOLE 538669 0 162153 URBAN OUTFITTERS INC COM 917047102 455 15973 SH SOLE 15973 0 0 US PHYSICAL THERAPY INC COM 90337L108 1680 23926 SH SOLE 23926 0 0 USG CORP COM 903293405 639 22125 SH SOLE 22125 0 0 UTAH MEDICAL PRODS COM 917488108 356 4900 SH SOLE 4900 0 0 VALIDUS HOLDINGS LTD COM G9319H102 1021 18556 SH SOLE 18556 0 0 VANTIV INC CL A COM 92210H105 816 13685 SH SOLE 13685 0 0 VASCULAR SOLUTIONS INC COM 92231M109 1391 24800 SH SOLE 24800 0 0 VCA ANTECH INC COM 918194101 978 14251 SH SOLE 14251 0 0 VECTOR GROUP LTD COM 92240M108 334 14681 SH SOLE 14681 0 0 VECTREN CORP COM 92240G101 32252 618449 SH SOLE 564049 0 54400 VECTRUS INC COM 92242T101 1326 55600 SH SOLE 55600 0 0 VERISIGN INC COM 92343E102 738 9708 SH SOLE 9708 0 0 VERIZON COMMUNICATIONS COM 92343V104 14401 269779 SH SOLE 208445 0 61334 VISHAY INTERTECHNOLOGY INC COM COM 928298108 492 30384 SH SOLE 30384 0 0 VISHAY PRECISION GROUP INC COM COM 92835K103 716 37900 SH SOLE 37900 0 0 VISTA OUTDOOR INC COM 928377100 24576 666021 SH SOLE 605521 0 60500 VOCERA COMMUNICATIONS INC COM COM 92857F107 954 51600 SH SOLE 51600 0 0 WAGEWORKS INC COM 930427109 351 4841 SH SOLE 4841 0 0 WAL-MART STORES INC COM 931142103 6472 93629 SH SOLE 93629 0 0 WASHINGTON TRUST BANCORP COM 940610108 344 6131 SH SOLE 6131 0 0 WASTE MGMT INC COM 94106L109 11823 166731 SH SOLE 149431 0 17300 WATERSTONE FINANCIAL INC COM 94188P101 1247 67768 SH SOLE 67768 0 0 WATTS WATER TECHNOLOGIES INCCL COM 942749102 18180 278841 SH SOLE 254141 0 24700 WEATHERFORD INTL PLC COM G48833100 106535 21349753 SH SOLE 17314012 0 4035741 WEB COM GROUP INC COM 94733A104 247 11671 SH SOLE 11671 0 0 WELLCARE HEALTH PLANS INC COM COM 94946T106 978 7136 SH SOLE 7136 0 0 WELLS FARGO & CO NEW COM COM 949746101 204 3703 SH SOLE 3703 0 0 WERNER ENTERPRISES INC COM 950755108 44878 1665245 SH SOLE 1363610 0 301635 WESBANCO INC COM 950810101 442 10258 SH SOLE 10258 0 0 WESCO INTL INC COM 95082P105 1185 17808 SH SOLE 17808 0 0 WEST BANCORP INC COM 95123P106 361 14625 SH SOLE 14625 0 0 WEST MARINE INC COM 954235107 639 61000 SH SOLE 61000 0 0 WESTLAKE CHEMICAL CORP COM 960413102 8295 148150 SH SOLE 114274 0 33876 WHITESTONE REIT COM 966084204 1324 92100 SH SOLE 92100 0 0 WSFS FINANCIAL CORP COM 929328102 20805 448870 SH SOLE 409870 0 39000 WYNDHAM WORLDWIDE CORP COM 98310W108 145278 1902297 SH SOLE 1565030 0 337267 YRC WORLDWIDE INC COM 984249607 272 20500 SH SOLE 20500 0 0 ZEBRA TECHNOLOGIES CORP COM 989207105 22508 262458 SH SOLE 239861 0 22597 ZIMMER BIOMET HOLDINGS INC COM 98956P102 153097 1483497 SH SOLE 1223197 0 260300