0001015308-17-000005.txt : 20170501 0001015308-17-000005.hdr.sgml : 20170501 20170501111949 ACCESSION NUMBER: 0001015308-17-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170501 DATE AS OF CHANGE: 20170501 EFFECTIVENESS DATE: 20170501 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: 17799169 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 03-31-2017 03-31-2017 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 704-334-6475 Bradley W. Horstmann Charlotte NC 05-01-2017 0 550 10439927 false INFORMATION TABLE 2 2017Q113F.xml 3M COMPANY COM 88579Y101 24524 128179 SH SOLE 98000 0 30179 AARON'S INC COM 002535300 15978 537264 SH SOLE 488925 0 48339 ABBVIE INC COM 00287Y109 46744 717372 SH SOLE 549234 0 168138 ACCESS NATL CORP COM 004337101 402 13400 SH SOLE 13400 0 0 ACCO BRANDS CORP COM 00081T108 229 17400 SH SOLE 17400 0 0 ACTUANT CORP COM 00508X203 29162 1106699 SH SOLE 1004499 0 102200 ADDUS HOMECARE CORP COM 006739106 918 28673 SH SOLE 28673 0 0 ADIENT PLC COM G0084W101 6461 88903 SH SOLE 79933 0 8970 AECOM TECHNOLOGY CORP DELAWACO COM 00766T100 53451 1501848 SH SOLE 1385683 0 116165 AERCAP HOLDINGS NV COM N00985106 87195 1896782 SH SOLE 1566882 0 329900 AETNA INC COM 00817Y108 45433 356195 SH SOLE 273174 0 83021 AGCO CORP COM 001084102 23466 389926 SH SOLE 298626 0 91300 AIR METHODS CORP COM 009128307 22322 519116 SH SOLE 470406 0 48710 AIR PRODS & CHEMS INC COM 009158106 8122 60033 SH SOLE 45699 0 14334 AIRCASTLE LTD COM G0129K104 12508 518356 SH SOLE 470343 0 48013 ALAMO GROUP INC COM 011311107 1307 17159 SH SOLE 17159 0 0 ALBEMARLE CORP COM 012653101 8478 80253 SH SOLE 61181 0 19072 ALLY FINANCIAL INC COM 02005N100 146563 7209205 SH SOLE 5927624 0 1281581 ALPHA & OMEGA SEMICONDUC COM G6331P104 648 37700 SH SOLE 37700 0 0 ALPHABET CLASS C COM 02079K107 401 483 SH SOLE 483 0 0 ALTRA INDUSTRIAL MOTION CORP COM 02208R106 20229 519370 SH SOLE 471770 0 47600 AMDOCS LTD COM G02602103 715 11730 SH SOLE 11730 0 0 AMEREN CORP COM 023608102 12785 234209 SH SOLE 179276 0 54933 AMERICAN ELECTRIC POWER COM 025537101 12718 189447 SH SOLE 144058 0 45389 AMERICAN FINL GROUP INC OHIOCO COM 025932104 1044 10936 SH SOLE 10936 0 0 AMERICAN INTERNATIONAL GROUP I COM 026874784 46646 747175 SH SOLE 599873 0 147302 AMERICAN NATL BANKSHARES INCCO COM 027745108 730 19600 SH SOLE 19600 0 0 AMERICAN SOFTWARE INC COM 029683109 904 87950 SH SOLE 87950 0 0 AMERIPRISE FINANCIAL INC COM 03076C106 32738 252456 SH SOLE 192102 0 60354 AMERISOURCEBERGEN CORP COM 03073E105 45862 518214 SH SOLE 397017 0 121197 AMGEN INC COM 031162100 42817 260967 SH SOLE 199643 0 61324 AMTRUST FINANCIAL SERVIC COM 032359309 673 36460 SH SOLE 36460 0 0 ANTHEM INC COM 036752103 46063 278527 SH SOLE 213394 0 65133 APACHE CORP COM 037411105 8429 164015 SH SOLE 147515 0 16500 APPLE COMPUTER INC COM 037833100 626 4358 SH SOLE 4358 0 0 ARCBEST CORP COM 03937C105 1758 67610 SH SOLE 67610 0 0 ARCHER DANIELS MIDLAND COM 039483102 8375 181915 SH SOLE 139494 0 42421 ARGO GROUP INTL HLDGS LTD COM G0464B107 30191 445288 SH SOLE 404695 0 40593 ARROW FINL CORP COM 042744102 1123 33120 SH SOLE 33120 0 0 ASHLAND GLOBAL HLDGS INC COM COM 044186104 127208 1027444 SH SOLE 844844 0 182600 ASPEN INSURANCE HOLDINGS LTDSH COM G05384105 32183 618318 SH SOLE 561718 0 56600 ASSOCIATED BANC CORP COM 045487105 660 27036 SH SOLE 27036 0 0 ASSURANT INC COM 04621X108 110837 1158533 SH SOLE 993387 0 165146 AUTOLIV INC COM 052800109 23946 234169 SH SOLE 178767 0 55402 AVALONBAY CMNTYS INC COM 053484101 89753 488851 SH SOLE 401551 0 87300 B & G FOODS INC COM 05508R106 20973 521058 SH SOLE 472058 0 49000 BALL CORP COM 058498106 8218 110669 SH SOLE 84549 0 26120 BANCFIRST CORP COM 05945F103 6131 68195 SH SOLE 61995 0 6200 BANK HAWAII CORP COM 062540109 649 7876 SH SOLE 7876 0 0 BANK MUTUAL CORP COM 063750103 625 66500 SH SOLE 66500 0 0 BANK OF AMERICA CORP COM 060505104 42707 1810378 SH SOLE 1449377 0 361001 BANK OF MARIN BANCORP COM 063425102 650 10100 SH SOLE 10100 0 0 BANKRATE INC DEL COM COM 06647F102 182 18840 SH SOLE 18840 0 0 BEL FUSE INC COM 077347300 1004 39300 SH SOLE 39300 0 0 BELDEN INC COM 077454106 18821 272012 SH SOLE 247112 0 24900 BERKSHIRE HATHAWAY INC COM 084670702 16579 99465 SH SOLE 89115 0 10350 BEST BUY INC COM 086516101 63972 1301560 SH SOLE 998072 0 303488 BIG 5 SPORTING GOODS CORP COM COM 08915P101 1151 76198 SH SOLE 76198 0 0 BIG LOTS INC COM 089302103 18210 374085 SH SOLE 339685 0 34400 BIO TELEMETRY INC COM 090672106 1074 37100 SH SOLE 37100 0 0 BIOGEN IDEC INC COM 09062X103 43148 157807 SH SOLE 120843 0 36964 BIOSPECIFICS TECHNOLOGIE COM 090931106 2093 38200 SH SOLE 38200 0 0 BLOCK H & R INC COM 093671105 584 25130 SH SOLE 25130 0 0 BLOOMIN BRANDS INC COM 094235108 17340 878871 SH SOLE 794971 0 83900 BLUCORA INC COM 095229100 257 14831 SH SOLE 14831 0 0 BLUE BIRD CORP COM 095306106 710 41400 SH SOLE 41400 0 0 BLUE CAP REINS HLDGS LTD COM COM G1190F107 977 50600 SH SOLE 50600 0 0 BOISE CASCADE CO COM 09739D100 245 9164 SH SOLE 9164 0 0 BOSTON BEER INC CL A COM 100557107 342 2365 SH SOLE 2365 0 0 BOYD GAMING CORP COM 103304101 342 15558 SH SOLE 15558 0 0 BP plc COM 055622104 14763 427653 SH SOLE 327178 0 100475 BRIDGEPOINT ED INC COM 10807M105 169 15862 SH SOLE 15862 0 0 BRIGGS & STRATTON CORP COM 109043109 252 11226 SH SOLE 11226 0 0 BRINKER INTL INC COM 109641100 446 10140 SH SOLE 10140 0 0 BROADRIDGE FINL SOLUTIONS INCO COM 11133T103 690 10148 SH SOLE 10148 0 0 BROOKLINE BANCORP INC COM 11373M107 327 20920 SH SOLE 20920 0 0 BRUNSWICK CORP COM 117043109 80840 1320917 SH SOLE 1086341 0 234576 CABOT CORP COM 127055101 18954 316381 SH SOLE 285775 0 30606 CACI INTL INC COM 127190304 398 3394 SH SOLE 3394 0 0 CALERES INC COM 129500104 272 10285 SH SOLE 10285 0 0 CALIX INC COM 13100M509 535 73800 SH SOLE 73800 0 0 CALLON PETE CO COM 13123X102 20201 1535046 SH SOLE 1377146 0 157900 CALPINE CORP COM 131347304 772 69866 SH SOLE 69866 0 0 CAPELLA EDUCATION COMPANY COM COM 139594105 210 2470 SH SOLE 2470 0 0 CAPITAL ONE FINANCIAL CORP COM 14040H105 31004 357764 SH SOLE 273648 0 84116 CARBONITE INC COM 141337105 475 23400 SH SOLE 23400 0 0 CARE CAP PPTYS INC COM 141624106 14598 543282 SH SOLE 491582 0 51700 CARRIZO OIL & GAS INC COM 144577103 9713 338894 SH SOLE 307703 0 31191 CATHAY GENERAL BANCORP COM 149150104 17521 464982 SH SOLE 421324 0 43658 CBL & ASSOC PPTYS INC COM 124830100 34202 3585095 SH SOLE 2948474 0 636621 CELANESE CORP COM 150870103 8162 90844 SH SOLE 69453 0 21391 CENTERPOINT ENERGY INC COM 15189T107 13626 494228 SH SOLE 386074 0 108154 CENTRAL GARDEN & PET CO COM 153527205 236 6802 SH SOLE 6802 0 0 CENTURY CASINOS INC COM 156492100 304 40200 SH SOLE 40200 0 0 CF INDS HLDGS INC COM 125269100 7935 270360 SH SOLE 206355 0 64005 CHARTER FINL CORP COM 16122W108 358 18200 SH SOLE 18200 0 0 CHEMBIO DIAGNOSTICS INC COM 163572209 209 39500 SH SOLE 39500 0 0 CHEVRON CORPORATION COM 166764100 14061 130961 SH SOLE 100796 0 30165 CHICOS FAS INC COM 168615102 317 22358 SH SOLE 22358 0 0 CHILDRENS PL RETAIL STORES ICO COM 168905107 383 3194 SH SOLE 3194 0 0 CHURCHILL DOWNS INC COM 171484108 295 1854 SH SOLE 1854 0 0 CIGNA CORP COM 125509109 14212 97015 SH SOLE 86678 0 10337 CINEMARK HOLDINGS INC COM 17243V102 520 11738 SH SOLE 11738 0 0 CIT GROUP INC COM 125581801 88838 2069376 SH SOLE 1700014 0 369362 CITI TRENDS INC COM 17306X102 1314 77300 SH SOLE 77300 0 0 CITIGROUP INC COM 172967424 32863 549362 SH SOLE 420167 0 129195 CLEAN HARBORS INC COM 184496107 17312 311261 SH SOLE 283161 0 28100 CLEARWATER PAPER CORP COM 18538R103 17252 308072 SH SOLE 279372 0 28700 COLFAX CORP COM 194014106 54297 1383003 SH SOLE 1248603 0 134400 COMFORT SYS USA INC COM 199908104 581 15859 SH SOLE 15859 0 0 COMMERCE BANCSHARES INC COM 200525103 14134 251681 SH SOLE 229269 0 22412 COMMUNITY BANK SYS INC COM 203607106 523 9521 SH SOLE 9521 0 0 COMMUNITY HEALTHCARE TR INC CO COM 20369C106 1346 56300 SH SOLE 56300 0 0 COMMUNITY TRUST BANCORP INC COM 204149108 298 6512 SH SOLE 6512 0 0 COMPUTER SCIENCES CORP COM 205363104 50430 730770 SH SOLE 601426 0 129344 CONNECTICUT WTR SVC INC COM 207797101 611 11500 SH SOLE 11500 0 0 CONOCOPHILLIPS COM 20825C104 15252 305841 SH SOLE 233876 0 71965 CONVERGYS CORP COM 212485106 41428 1958791 SH SOLE 1664927 0 293864 COOPER STD HLDGS INC COM 21676P103 309 2782 SH SOLE 2782 0 0 CORNING INC COM 219350105 58813 2178255 SH SOLE 1660474 0 517781 COVENANT TRANSN GROUP INC CL A COM 22284P105 517 27500 SH SOLE 27500 0 0 CRA INTL INC COM 12618T105 1334 37750 SH SOLE 37750 0 0 CRANE CO COM 224399105 1085 14506 SH SOLE 14506 0 0 CRAWFORD & CO COM 224633107 934 93100 SH SOLE 93100 0 0 CREE INC COM COM 225447101 617 23087 SH SOLE 23087 0 0 CROWN HOLDINGS INC COM 228368106 8146 153847 SH SOLE 117707 0 36140 CSG SYS INTL INC COM 126349109 291 7690 SH SOLE 7690 0 0 CSRA INC COM 12650T104 44773 1528608 SH SOLE 1252877 0 275731 CTS CORP COM 126501105 945 44350 SH SOLE 44350 0 0 CULLEN FROST BANKERS INC COM COM 229899109 142324 1599685 SH SOLE 1356318 0 243367 CULP INC COM 230215105 580 18600 SH SOLE 18600 0 0 CUMMINS INC COM 231021106 24381 161247 SH SOLE 123283 0 37964 CVB FINANCIAL CORP COM 126600105 6761 306086 SH SOLE 277608 0 28478 CYS INVESTMENTS INC COM 12673A108 16344 2055848 SH SOLE 1856916 0 198932 D R HORTON INC COM 23331A109 97205 2918180 SH SOLE 2399880 0 518300 DAKTRONICS INC COM 234264109 301 31823 SH SOLE 31823 0 0 DANA HOLDING CORP COM 235825205 137509 7121147 SH SOLE 6077204 0 1043943 DANAHER CORP COM 235851102 45635 533552 SH SOLE 408392 0 125160 DAWSON GEOPHYSICAL CO COM 239360100 1251 224971 SH SOLE 224971 0 0 DEERE & CO COM 244199105 10947 100556 SH SOLE 89856 0 10700 DEL FRISCOS RESTAURANT GROUPCO COM 245077102 14888 824833 SH SOLE 750277 0 74556 DELPHI AUTOMOTIVE PLC COM G27823106 120552 1497728 SH SOLE 1216648 0 281080 DELTA AIR LINES INC COM 247361702 22576 491204 SH SOLE 376096 0 115108 DELUXE CORP COM 248019101 416 5767 SH SOLE 5767 0 0 DHI GROUP INC COM 23331S100 1332 337300 SH SOLE 337300 0 0 DIAMOND HILL INVESTMENT GROUCO COM 25264R207 1148 5900 SH SOLE 5900 0 0 DIGI INTL INC COM 253798102 889 74666 SH SOLE 74666 0 0 DILLARDS INC COM 254067101 347 6641 SH SOLE 6641 0 0 DIME CMNTY BANCSHARES COM 253922108 292 14385 SH SOLE 14385 0 0 DISCOVER FINANCIAL SVCS COM 254709108 32126 469742 SH SOLE 359115 0 110627 DISH NETWORK CORP COM 25470M109 7656 120593 SH SOLE 107193 0 13400 DOMTAR CORPORATION COM 257559203 355 9725 SH SOLE 9725 0 0 DOVER CORP COM 260003108 124106 1544564 SH SOLE 1263655 0 280909 DR PEPPER SNAPPLE GROUP INC CO COM 26138E109 46327 473114 SH SOLE 361461 0 111653 DST SYSTEMS INC COM 233326107 496 4051 SH SOLE 4051 0 0 DSW INC CL A COM 23334L102 320 15472 SH SOLE 15472 0 0 DUPONT FABROS TECHNOLOGY INCCO COM 26613Q106 59416 1198153 SH SOLE 1086153 0 112000 E TRADE FINANCIAL CORP COM NEW COM 269246401 833 23861 SH SOLE 23861 0 0 EASTMAN CHEM CO COM 277432100 91867 1136974 SH SOLE 922607 0 214367 EDISON INTL COM 281020107 12889 161900 SH SOLE 123782 0 38118 EL PASO ELECTRIC CO COM 283677854 32128 636200 SH SOLE 577400 0 58800 ELECTRONIC ARTS INC COM 285512109 56180 627568 SH SOLE 478034 0 149534 EMCOR GROUP INC COM 29084Q100 1099 17459 SH SOLE 17459 0 0 EMERSON ELEC CO COM 291011104 24226 404710 SH SOLE 308997 0 95713 ENERSYS COM 29275Y102 47352 599849 SH SOLE 543856 0 55993 ENI SPA COM 26874R108 14693 448910 SH SOLE 344219 0 104691 ENNIS INC COM 293389102 1473 86671 SH SOLE 86671 0 0 ENSTAR GROUP LIMITED COM G3075P101 591 3092 SH SOLE 3092 0 0 ENTERGY CORP COM 29364G103 13028 171507 SH SOLE 131335 0 40172 ENZO BIOCHEM INC COM 294100102 702 83900 SH SOLE 83900 0 0 EPLUS INC COM 294268107 1351 20000 SH SOLE 20000 0 0 EPR PROPERTIES COM 26884U109 102812 1396333 SH SOLE 1170000 0 226333 EQT CORP COM 26884L109 180910 2960885 SH SOLE 2433285 0 527600 ERA GROUP INC COM COM 26885G109 748 56400 SH SOLE 56400 0 0 ESSENDANT INC COM 296689102 10785 711859 SH SOLE 647561 0 64298 EURONET WORLDWIDE INC COM 298736109 556 6504 SH SOLE 6504 0 0 EVEREST RE GROUP LTD COM G3223R108 1240 5302 SH SOLE 5302 0 0 EVERSOURCE ENERGY COM 30040W108 12946 220251 SH SOLE 168316 0 51935 EXACTECH INC COM 30064E109 1293 51300 SH SOLE 51300 0 0 EXELON CORP COM 30161N101 12905 358680 SH SOLE 274007 0 84673 EXPRESS INC COM 30219E103 244 26782 SH SOLE 26782 0 0 EXPRESS SCRIPTS HOLDING COMPAN COM 30219G108 44901 681243 SH SOLE 522387 0 158856 EXXON MOBIL CORP COM 30231G102 14638 178492 SH SOLE 137277 0 41215 F5 NETWORKS INC COM 315616102 59639 418314 SH SOLE 318972 0 99342 FAIR ISAAC CORP COM 303250104 465 3608 SH SOLE 3608 0 0 FARMER BROS CO COM 307675108 1209 34200 SH SOLE 34200 0 0 FARMERS CAP BANK CORP COM 309562106 364 9000 SH SOLE 9000 0 0 FARMERS NATL BANC CORP COM 309627107 379 26400 SH SOLE 26400 0 0 FEDERAL AGRICULTURAL MTG COM 313148306 1376 23900 SH SOLE 23900 0 0 FEDERATED INVS INC COM 314211103 494 18760 SH SOLE 18760 0 0 FEDEX CORP COM 31428X106 10603 54331 SH SOLE 54331 0 0 FIDELITY NATIONAL FINANCIAL FN COM 31620R303 117581 3019532 SH SOLE 2480085 0 539447 FIFTH THIRD BANCORP COM 316773100 92481 3640980 SH SOLE 3008978 0 632002 FIRST BANCORP COM 318910106 972 33200 SH SOLE 33200 0 0 FIRST CMNTY BANCSHARES INC NCO COM 31983A103 599 24000 SH SOLE 24000 0 0 FIRST COMWLTH FINL CORP PA COM COM 319829107 332 25020 SH SOLE 25020 0 0 FIRST DEFIANCE FINL CORP COM COM 32006W106 1664 33600 SH SOLE 33600 0 0 FIRST FINL CORP IND COM 320218100 1321 27800 SH SOLE 27800 0 0 FIRST INTST BANCSYSTEM INC COM COM 32055Y201 388 9785 SH SOLE 9785 0 0 FIRST MERCHANTS CORP COM 320817109 13100 333168 SH SOLE 302468 0 30700 FIRST SOLAR INC COM 336433107 868 32035 SH SOLE 32035 0 0 FIRSTENERGY CORP COM 337932107 13275 417203 SH SOLE 319453 0 97750 FISERV INC COM 337738108 58834 510221 SH SOLE 390173 0 120048 FLUSHING FINANCIAL CORP COM 343873105 1254 46661 SH SOLE 46661 0 0 FNB CORP COM 302520101 17992 1209969 SH SOLE 1097574 0 112395 FOOT LOCKER INC COM 344849104 57261 765421 SH SOLE 586845 0 178576 FORRESTER RESEARCH COM 346563109 242 6077 SH SOLE 6077 0 0 FORUM ENERGY TECHNOLOGIES INCO COM 34984V100 15634 755270 SH SOLE 687270 0 68000 FRANCESCAS HLDGS CORP COM COM 351793104 220 14306 SH SOLE 14306 0 0 FRANKLIN RESOURCES INC COM 354613101 32679 775492 SH SOLE 593261 0 182231 FRANKS INTL N V COM N33462107 23095 2184957 SH SOLE 1982057 0 202900 FTI CONSULTING INC COM 302941109 271 6593 SH SOLE 6593 0 0 FULTON FINANCIAL CORP COM 360271100 13577 760592 SH SOLE 692692 0 67900 FUTUREFUEL CORPORATION COM 36116M106 213 15037 SH SOLE 15037 0 0 GENERAL DYNAMICS CORP COM 369550108 68710 367041 SH SOLE 284959 0 82082 GENERAL MOTORS CO COM 37045V100 54293 1535443 SH SOLE 1172357 0 363086 GENESCO INC COM 371532102 14377 259286 SH SOLE 235086 0 24200 GENESEE & WYOMING INC COM 371559105 31169 459318 SH SOLE 416118 0 43200 GERMAN AMERICAN BANCORP COM 373865104 4507 95204 SH SOLE 87104 0 8100 GLADSTONE INVT CORP COM 376546107 880 97000 SH SOLE 97000 0 0 GLOBAL BRASS & COPPER HLDGS COM 37953G103 1324 38500 SH SOLE 38500 0 0 GLOBAL PAYMENTS INC COM 37940X102 61236 758993 SH SOLE 579245 0 179748 GOLDMAN SACHS GROUP INC COM 38141G104 30559 133027 SH SOLE 101649 0 31378 GRAPHIC PACKAGING HLDG CO COM COM 388689101 641 49771 SH SOLE 49771 0 0 GREAT PLAINS ENERGY INC COM 391164100 148676 5088170 SH SOLE 4188470 0 899700 GREAT WESTERN BANCORP INC COM 391416104 46645 1099861 SH SOLE 996899 0 102962 GUARANTY BANCORP COM 40075T607 7036 288964 SH SOLE 262164 0 26800 GUIDANCE SOFTWARE INC COM 401692108 268 45400 SH SOLE 45400 0 0 GULF ISLAND FABRICATION INC COM 402307102 1226 106141 SH SOLE 106141 0 0 GULFPORT ENERGY CORP COM 402635304 13016 757200 SH SOLE 677000 0 80200 H.B. FULLER COMPANY COM 359694106 29161 565574 SH SOLE 512921 0 52653 HACKETT GROUP INC COM 404609109 1541 79073 SH SOLE 79073 0 0 HALLIBURTON CO COM 406216101 13148 267174 SH SOLE 237874 0 29300 HALLMARK FINL SVCS INC ECCOM N COM 40624Q203 264 23900 SH SOLE 23900 0 0 HALYARD HEALTH INC COM COM 40650V100 479 12564 SH SOLE 12564 0 0 HANCOCK HLDG CO COM 410120109 15689 344433 SH SOLE 312833 0 31600 HARTFORD FINANCIAL SVCS GROUP COM 416515104 32343 672839 SH SOLE 514159 0 158680 HASBRO INC COM 418056107 56076 561769 SH SOLE 428424 0 133345 HAVERTY FURNITURE COMPANIES IN COM 419596101 603 24750 SH SOLE 24750 0 0 HCA HOLDINGS INC COM 40412C101 11765 132209 SH SOLE 114709 0 17500 HCI GROUP INC COM 40416E103 629 13800 SH SOLE 13800 0 0 HEALTHSOUTH CORP COM 421924309 19427 453792 SH SOLE 411040 0 42752 HEIDRICK & STRUGGLES INTL INCO COM 422819102 1210 45931 SH SOLE 45931 0 0 HENRY JACK & ASSOC INC COM 426281101 643 6906 SH SOLE 6906 0 0 HERITAGE CRYSTAL CLEAN INC COM COM 42726M106 585 42700 SH SOLE 42700 0 0 HESKA CORP COM 42805E306 777 7400 SH SOLE 7400 0 0 HESS CORP COM 42809H107 13482 279658 SH SOLE 212993 0 66665 HILLENBRAND INC COM 431571108 661 18433 SH SOLE 18433 0 0 HILL-ROM HOLDINGS INC COM 431475102 14758 209038 SH SOLE 189011 0 20027 HOLLYFRONTIER CORPORATION COM 436106108 546 19277 SH SOLE 19277 0 0 HOLOGIC INC COM 436440101 47162 1108385 SH SOLE 847987 0 260398 HOME BANCORP INC COM 43689E107 317 9400 SH SOLE 9400 0 0 HOME DEPOT INC COM 437076102 55778 379881 SH SOLE 290637 0 89244 HOPE BANCORP INC COM 43940T109 11765 613731 SH SOLE 555916 0 57815 HUNTINGTON BANCSHARES INC COM COM 446150104 986 73617 SH SOLE 73617 0 0 HUNTSMAN CORP COM COM 447011107 722 29403 SH SOLE 29403 0 0 HURCO COMPANIES INC COM 447324104 280 9000 SH SOLE 9000 0 0 INDEPENDENT BANK CORP MICH COM COM 453838609 1866 90160 SH SOLE 90160 0 0 INFORMATION SERVICES GROUP ICO COM 45675Y104 642 203900 SH SOLE 203900 0 0 INGREDION INC COM 457187102 8212 68188 SH SOLE 52410 0 15778 INNOPHOS HOLDINGS INC COM 45774N108 245 4533 SH SOLE 4533 0 0 INNOSPEC INC COM 45768S105 290 4480 SH SOLE 4480 0 0 INSIGHT ENTERPRISES INC COM 45765U103 13287 323365 SH SOLE 293165 0 30200 INSPERITY INC COM 45778Q107 310 3502 SH SOLE 3502 0 0 INSTEEL INDUSTRIES INC COM 45774W108 1294 35800 SH SOLE 35800 0 0 INTEGRATED DEVICE TECH COM 458118106 34194 1444594 SH SOLE 1307524 0 137070 INTERFACE INC COM 458665304 15637 820848 SH SOLE 743348 0 77500 INTERNATIONAL PAPER CO COM 460146103 7938 156328 SH SOLE 120015 0 36313 INVESTMENT TECHNOLOGY GRP NECO COM 46145F105 238 11743 SH SOLE 11743 0 0 ITRON INC COM 465741106 472 7771 SH SOLE 7771 0 0 J ALEXANDERS HLDGS INC COM 46609J106 593 59000 SH SOLE 59000 0 0 JACOBS ENGINEERING GROUP COM 469814107 23602 426948 SH SOLE 325936 0 101012 JOHNSON & JOHNSON COM 478160104 46213 371039 SH SOLE 284290 0 86749 Johnson Controls International COM G51502105 14638 347540 SH SOLE 309737 0 37803 JOHNSON OUTDOORS INC COM 479167108 386 10575 SH SOLE 10575 0 0 JPMORGAN CHASE & CO COM 46625H100 31823 362281 SH SOLE 278237 0 84044 K12 INC COM 48273U102 195 10196 SH SOLE 10196 0 0 KADANT INC COM 48282T104 926 15602 SH SOLE 15602 0 0 KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 80007 2213804 SH SOLE 1816954 0 396850 KIRKLANDS INC COM 497498105 713 57500 SH SOLE 57500 0 0 KLX INC COM 482539103 16080 359737 SH SOLE 327137 0 32600 L3 TECHNOLOGIES INC COM 502413107 59050 357248 SH SOLE 272329 0 84919 LAKELAND FINANCIAL CORP COM 511656100 4398 101993 SH SOLE 92593 0 9400 LAM RESEARCH CORP COM 512807108 62833 489504 SH SOLE 373348 0 116156 LAMAR ADVERTISING CO COM 512816109 109633 1466862 SH SOLE 1205380 0 261482 LANCASTER COLONY CORP COM 513847103 332 2573 SH SOLE 2573 0 0 LANDEC CORP COM 514766104 521 43400 SH SOLE 43400 0 0 LANDSTAR SYS INC COM 515098101 1033 12059 SH SOLE 12059 0 0 LANTHEUS HLDGS INC COM 516544103 719 57500 SH SOLE 57500 0 0 LEAR CORP COM 521865204 23933 169040 SH SOLE 129297 0 39743 LEGG MASON INC COM 524901105 34603 958270 SH SOLE 863970 0 94300 LEGGETT & PLATT INC COM 524660107 708 14066 SH SOLE 14066 0 0 LEMAITRE VASCULAR INC COM 525558201 1276 51800 SH SOLE 51800 0 0 LHC GROUP INC COM 50187A107 394 7315 SH SOLE 7315 0 0 LIFETIME BRANDS INC COM 53222Q103 1111 55250 SH SOLE 55250 0 0 LINCOLN NATL CORP COM 534187109 31361 479166 SH SOLE 366947 0 112219 LIVE NATION INC COM 538034109 549 18067 SH SOLE 18067 0 0 LOCKHEED MARTIN CORP COM 539830109 59740 223244 SH SOLE 171246 0 51998 LOWES COS INC COM 548661107 14453 175805 SH SOLE 156905 0 18900 LTC PPTYS INC COM 502175102 23556 491784 SH SOLE 445684 0 46100 LYONDELLBASELL INDUSTRIES NV COM N53745100 8359 91666 SH SOLE 70372 0 21294 M&T BANK CORP COM 55261F104 64389 416135 SH SOLE 342249 0 73886 MAINSOURCE FINL GROUP INC COM COM 56062Y102 1100 33400 SH SOLE 33400 0 0 MANPOWER INC COM 56418H100 57066 556358 SH SOLE 425305 0 131053 MANTECH INTL CORP COM 564563104 549 15860 SH SOLE 15860 0 0 MARCUS CORP COM 566330106 1383 43075 SH SOLE 43075 0 0 MARINE PRODS CORP COM COM 568427108 349 32100 SH SOLE 32100 0 0 MARKEL CORP COM 570535104 16096 16494 SH SOLE 14788 0 1706 MARLIN BUSINESS SVCS CORP COM COM 571157106 806 31300 SH SOLE 31300 0 0 MARVELL TECHNOLOGY GROUP ORD COM G5876H105 102280 6702496 SH SOLE 5534096 0 1168400 MATERION CORPORATION COM 576690101 1148 34225 SH SOLE 34225 0 0 MATRIX SVC CO COM 576853105 507 30700 SH SOLE 30700 0 0 MCBC HLDGS INC COM 55276F107 715 44200 SH SOLE 44200 0 0 MEDIFAST INC COM 58470H101 1344 30300 SH SOLE 30300 0 0 MEDNAX INC COM 58502B106 134631 1940487 SH SOLE 1595592 0 344895 MERCANTILE BANK CORP COM 587376104 1046 30400 SH SOLE 30400 0 0 MERCK & COMPANY COM 58933Y105 45101 709807 SH SOLE 544331 0 165476 MEREDITH CORP COM 589433101 466 7208 SH SOLE 7208 0 0 METLIFE INC COM 59156R108 32358 612610 SH SOLE 467525 0 145085 MFA FINANCIAL INC COM 55272X102 72967 9030585 SH SOLE 7531620 0 1498965 MGM GROWTH PPTYS LLC COM 55303A105 44732 1653685 SH SOLE 1351285 0 302400 MICROSEMI CORP COM 595137100 41424 803881 SH SOLE 730081 0 73800 MICROSOFT COM 594918104 62695 951946 SH SOLE 728938 0 223008 MIDDLESEX WATER CO COM 596680108 813 21996 SH SOLE 21996 0 0 MIDLAND STS BANCORP INC ILL CO COM 597742105 715 20800 SH SOLE 20800 0 0 MINERALS TECHNOLOGIES INC COM 603158106 27440 358221 SH SOLE 325221 0 33000 MISTRAS GROUP INC COM 60649T107 16035 750020 SH SOLE 681615 0 68405 MOHAWK INDS INC COM 608190104 56288 245276 SH SOLE 188151 0 57125 MOLINA HEALTHCARE INC COM 60855R100 850 18641 SH SOLE 18641 0 0 MONARCH CASINO & RESORT INC CO COM 609027107 1063 36000 SH SOLE 36000 0 0 MOOG INC COM 615394202 27120 402667 SH SOLE 363578 0 39089 MORGAN STANLEY COM 617446448 30606 714437 SH SOLE 545200 0 169237 MOSAIC CO COM 61945C103 8080 276902 SH SOLE 211457 0 65445 MOTOROLA SOLUTIONS INC COM 620076307 64859 752255 SH SOLE 574629 0 177626 MULTI COLOR CORP COM 625383104 263 3704 SH SOLE 3704 0 0 MURPHY OIL CORP COM 626717102 157312 5502335 SH SOLE 4507273 0 995062 MYERS INDUSTRIES INC COM 628464109 1425 89900 SH SOLE 89900 0 0 NABORS INDUSTRIES LTD COM G6359F103 14177 1084720 SH SOLE 847169 0 237551 NANOMETRICS INC COM 630077105 743 24400 SH SOLE 24400 0 0 NASDAQ OMX GROUP INC COM 631103108 837 12051 SH SOLE 12051 0 0 NATIONAL FUEL & GAS CO COM 636180101 409 6854 SH SOLE 6854 0 0 NATIONAL GEN HLDGS CORP COM COM 636220303 509 21416 SH SOLE 21416 0 0 NATIONAL RESH CORP COM 637372202 355 18000 SH SOLE 18000 0 0 NATIONAL-OILWELL VARCO, INC COM 637071101 14694 366521 SH SOLE 280474 0 86047 NATURAL GAS SERVICES GROUP COM COM 63886Q109 1151 44200 SH SOLE 44200 0 0 NAVIGANT CONSULTING INC COM 63935N107 12502 546914 SH SOLE 499133 0 47781 NCI BUILDING SYS INC COM NEW COM 628852204 258 15037 SH SOLE 15037 0 0 NCI INC COM 62886K104 703 46700 SH SOLE 46700 0 0 NEFF CORP COM 640094207 679 34900 SH SOLE 34900 0 0 NET 1 UEPS TECHNOLOGIES INC UEPS COM NEW 64107N206 998 81600 SH SOLE 81600 0 0 NEWPARK RES INC COM 651718504 421 51959 SH SOLE 51959 0 0 NEWSTAR FINANCIAL INC COM 65251F105 361 34100 SH SOLE 34100 0 0 NEXPOINT RESIDENTIAL TR INC CO COM 65341D102 1354 56027 SH SOLE 56027 0 0 NMI HLDGS INC COM 629209305 1446 126800 SH SOLE 126800 0 0 NORTHWEST BANCSHARES INC MD CO COM 667340103 421 25024 SH SOLE 25024 0 0 NOVANTA INC COM 67000B104 1375 51800 SH SOLE 51800 0 0 NRG ENERGY INC COM 629377508 13810 738486 SH SOLE 564944 0 173542 NU SKIN ENTERPRISES INC COM 67018T105 503 9062 SH SOLE 9062 0 0 NUANCE COMMUNICATIONS INC COM COM 67020Y100 687 39674 SH SOLE 39674 0 0 NVE CORP COM NEW COM 629445206 531 6415 SH SOLE 6415 0 0 OCEANFIRST FINL CORP COM 675234108 14210 504358 SH SOLE 457120 0 47238 OGE ENERGY CORP COM 670837103 13055 373226 SH SOLE 290174 0 83052 OIL STATES INTL COM 678026105 16182 488140 SH SOLE 445740 0 42400 OLD NATIONAL BANCORP COM 680033107 492 28336 SH SOLE 28336 0 0 OLD SECOND BANCORP INC ILL COM COM 680277100 897 79700 SH SOLE 79700 0 0 OMEGA PROTEIN CORP COM 68210P107 936 46700 SH SOLE 46700 0 0 OMNOVA SOLUTIONS INC COM 682129101 1665 168151 SH SOLE 168151 0 0 ONEMAIN HLDGS INC COM 68268W103 22362 899897 SH SOLE 813897 0 86000 ORASURE TECHNOLOGIES INC COM COM 68554V108 1734 134100 SH SOLE 134100 0 0 ORION MARINE GROUP INC COM 68628V308 775 103800 SH SOLE 103800 0 0 OWENS & MINOR INC NEW COM COM 690732102 574 16600 SH SOLE 16600 0 0 OWENS-ILLINOIS INC COM 690768403 95561 4688938 SH SOLE 3825456 0 863482 OXFORD INDUSTRIES INC COM 691497309 14827 258945 SH SOLE 235245 0 23700 PACIFIC CONTINENTAL CORP COM COM 69412V108 10502 428654 SH SOLE 387922 0 40732 PACKAGING CORP AMERICA COM 695156109 115061 1255849 SH SOLE 1026268 0 229581 PARK OHIO HLDGS CORP COM 700666100 200 5558 SH SOLE 5558 0 0 PARK STERLING CORP COM 70086Y105 6128 497808 SH SOLE 451408 0 46400 PARKER-HANNIFIN CORP COM 701094104 24725 154222 SH SOLE 118344 0 35878 PATTERSON-UTI ENERGY INC COM 703481101 13955 574971 SH SOLE 448222 0 126749 PC CONNECTION COM 69318J100 1023 34346 SH SOLE 34346 0 0 PENNANTPARK INVT CORP COM 708062104 920 113017 SH SOLE 113017 0 0 PENNEY J C INC COM 708160106 518 84148 SH SOLE 84148 0 0 PENTAIR PLC COM G7S00T104 12849 204675 SH SOLE 183075 0 21600 PG&E CORP COM 69331C108 7024 105843 SH SOLE 94143 0 11700 PHOTRONICS INC COM 719405102 322 30074 SH SOLE 30074 0 0 PINNACLE FINL PARTNERS INC COM COM 72346Q104 18219 274182 SH SOLE 248454 0 25728 PINNACLE WEST CAPITAL CORP COM 723484101 146326 1754928 SH SOLE 1436242 0 318686 PIPER JAFFRAY COS COM 724078100 283 4427 SH SOLE 4427 0 0 PITNEY BOWES INC COM 724479100 24291 1852847 SH SOLE 1416719 0 436128 PLANTRONICS INC COM 727493108 29117 538108 SH SOLE 487908 0 50200 PNM RESOURCES INC COM 69349H107 499 13493 SH SOLE 13493 0 0 POINTS INTL LTD COM NEW COM 730843208 378 49000 SH SOLE 49000 0 0 POLYONE CORP COM 73179P106 379 11125 SH SOLE 11125 0 0 POPULAR INC COM 733174700 711 17450 SH SOLE 17450 0 0 PORTLAND GEN ELEC CO COM 736508847 30460 685723 SH SOLE 623423 0 62300 POTBELLY CORP COM 73754Y100 1043 75000 SH SOLE 75000 0 0 PREFERRED BANK LOS ANGELES CA COM 740367404 1401 26100 SH SOLE 26100 0 0 PRIMO WATER CORP COM 74165N105 592 43600 SH SOLE 43600 0 0 PRINCIPAL FINANCIAL GROUP INC COM 74251V102 32706 518231 SH SOLE 396458 0 121773 PROCTER & GAMBLE COMPANY COM 742718109 205 2286 SH SOLE 2286 0 0 PROGRESS SOFTWARE CORP COM 743312100 14991 516033 SH SOLE 469060 0 46973 PROSPERITY BANCSHARES INC COM 743606105 56204 806250 SH SOLE 730338 0 75912 PROVIDENCE SVC CORP COM 743815102 17916 403158 SH SOLE 367655 0 35503 PROVIDENT FINL SVCS INC COM 74386T105 381 14744 SH SOLE 14744 0 0 PRUDENTIAL FINANCIAL INC COM 744320102 31446 294770 SH SOLE 225238 0 69532 PUBLIC SVC ENTERPRISES COM 744573106 12739 287227 SH SOLE 219634 0 67593 PULTEGROUP CORP COM 745867101 59083 2508826 SH SOLE 1917368 0 591458 PVH CORP COM 693656100 910 8795 SH SOLE 8795 0 0 QAD INC COM 74727D306 331 11900 SH SOLE 11900 0 0 QEP RESOURCES INC. COM 74733V100 17326 1363186 SH SOLE 1236186 0 127000 QUAD / GRAPHICS INC COM COM 747301109 276 10919 SH SOLE 10919 0 0 QUANEX BUILDING PRODUCTS CORCO COM 747619104 15829 781663 SH SOLE 707663 0 74000 QUANTA SVCS INC COM 74762E102 24871 670204 SH SOLE 608404 0 61800 QUEST DIAGNOSTICS INC COM 74834L100 1164 11850 SH SOLE 11850 0 0 RADISYS CORP COM 750459109 907 226700 SH SOLE 226700 0 0 RED ROBIN GOURMET BURGERS INCO COM 75689M101 21877 374288 SH SOLE 339737 0 34551 REGAL BELOIT CORP COM 758750103 880 11628 SH SOLE 11628 0 0 REGAL ENTERTAINMENT GROUP COM 758766109 474 20976 SH SOLE 20976 0 0 REGIONAL MGMT CORP COM 75902K106 1207 62100 SH SOLE 62100 0 0 REGIONS FINANCIAL CORP COM 7591EP100 31550 2171351 SH SOLE 1662249 0 509102 REGIS CORP COM 758932107 167 14252 SH SOLE 14252 0 0 REINSURANCE GROUP AMERICA COM 759351604 1213 9554 SH SOLE 9554 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 8020 100221 SH SOLE 76672 0 23549 RENT A CTR INC COM 76009N100 237 26741 SH SOLE 26741 0 0 REPUBLIC SVCS INC COM 760759100 120051 1911338 SH SOLE 1581647 0 329691 RESOLUTE FOREST PRODS INC COM 76117W109 234 42895 SH SOLE 42895 0 0 RIVERVIEW BANCORP INC COM 769397100 367 51300 SH SOLE 51300 0 0 ROCKY BRANDS INC COM 774515100 212 18325 SH SOLE 18325 0 0 ROGERS CORP COM 775133101 283 3296 SH SOLE 3296 0 0 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 80305 818522 SH SOLE 673822 0 144700 ROYAL DUTCH SHELL PLC COM 780259206 14563 276184 SH SOLE 212152 0 64032 RUTH'S HOSPITALITY GROUP INC COM 783332109 1630 81300 SH SOLE 81300 0 0 RYDER SYSTEM INC COM 783549108 27506 364609 SH SOLE 329709 0 34900 S&T BANCORP INC COM 783859101 15140 437563 SH SOLE 397063 0 40500 SAIA INC COM 78709Y105 15858 357977 SH SOLE 325377 0 32600 SALEM MEDIA GROUP INC COM 794093104 306 41100 SH SOLE 41100 0 0 SANFILIPPO JOHN B & SON INC CO COM 800422107 204 2782 SH SOLE 2782 0 0 SCHLUMBERGER LTD COM 806857108 13520 173107 SH SOLE 154407 0 18700 SCHWEITZER-MAUDUIT INTL INC CO COM 808541106 230 5557 SH SOLE 5557 0 0 SCIENCE APPLICATIONS INTL COM 808625107 15703 211062 SH SOLE 191352 0 19710 SEAWORLD ENTMT INC COM 81282V100 320 17505 SH SOLE 17505 0 0 SERVICE CORP INTL COM 817565104 605 19580 SH SOLE 19580 0 0 SHOE CARNIVAL INC COM 824889109 1580 64300 SH SOLE 64300 0 0 SHORETEL INC COM 825211105 1279 207900 SH SOLE 207900 0 0 SHUTTERFLY INC COM 82568P304 393 8138 SH SOLE 8138 0 0 SIERRA BANCORP COM 82620P102 403 14700 SH SOLE 14700 0 0 SIX FLAGS ENTERTAINMENT CORP COM 83001A102 582 9787 SH SOLE 9787 0 0 SJW CORP COM 784305104 278 5768 SH SOLE 5768 0 0 SONOCO PRODUCTS COM 835495102 529 10004 SH SOLE 10004 0 0 SOUTHWEST BANCORP INC COM 844767103 758 29000 SH SOLE 29000 0 0 SOUTHWESTERN ENERGY CO COM 845467109 14353 1756785 SH SOLE 1342415 0 414370 SP PLUS CORP COM 78469C103 17724 525163 SH SOLE 476463 0 48700 SPARTAN MOTORS INC COM 846819100 285 35600 SH SOLE 35600 0 0 SPARTANNASH CO COM 847215100 14301 408727 SH SOLE 370351 0 38376 SPIRIT AIRLLINES INC COM 848577102 17981 338821 SH SOLE 308721 0 30100 STAG INDUSTRIAL INC. COM 85254J102 52712 2106801 SH SOLE 1910454 0 196347 STANDEX INTL CORP COM 854231107 44882 448150 SH SOLE 407795 0 40355 STATE NATL COS INC COM 85711T305 1042 72370 SH SOLE 72370 0 0 STEELCASE INC COM 858155203 28804 1719645 SH SOLE 1457944 0 261701 STERICYCLE INC COM COM 858912108 43949 530213 SH SOLE 405545 0 124668 STERLING CONSTRUCTION CO COM 859241101 1061 114700 SH SOLE 114700 0 0 STOCK YARDS BANCORP INC COM 861025104 8211 201981 SH SOLE 183331 0 18650 STONERIDGE INC COM 86183P102 1382 76200 SH SOLE 76200 0 0 SUNCOKE ENERGY INC COM 86722A103 203 22659 SH SOLE 22659 0 0 SUNTRUST BANKS INC COM 867914103 30803 557010 SH SOLE 425579 0 131431 SUPERIOR ENERGY SVCS INC COM COM 868157108 14274 1000996 SH SOLE 779233 0 221763 SUPERVALU INC COM 868536103 259 67150 SH SOLE 67150 0 0 SURMODICS INC COM 868873100 290 12048 SH SOLE 12048 0 0 SYKES ENTERPRISES INC COM 871237103 13567 461468 SH SOLE 419092 0 42376 SYNAPTICS INC COM 87157D109 597 12063 SH SOLE 12063 0 0 SYSCO CORP COM 871829107 10762 207274 SH SOLE 184874 0 22400 T MOBILE US INC COM 872590104 13159 203735 SH SOLE 155925 0 47810 TAILORED BRANDS INC COM 87403A107 291 19461 SH SOLE 19461 0 0 TCF FINANCIAL CORP COM 872275102 71760 4216237 SH SOLE 3616237 0 600000 TE CONNECTIVITY LTD COM H84989104 61260 821725 SH SOLE 628221 0 193504 TECHNIPFMC LTD COM G87110105 48581 1494794 SH SOLE 1236794 0 258000 TECHTARGET INC COM 87874R100 569 63000 SH SOLE 63000 0 0 TERADATA CORP COM 88076W103 600 19279 SH SOLE 19279 0 0 TERRITORIAL BANCORP INC COM 88145X108 648 20775 SH SOLE 20775 0 0 TESCO CORP COM 88157K101 388 48223 SH SOLE 48223 0 0 TESSCO TECHNOLOGIES INC COM 872386107 1017 64800 SH SOLE 64800 0 0 TETRA TECH INC COM 88162G103 807 19761 SH SOLE 19761 0 0 TEXAS INSTRUMENTS INC COM 882508104 61788 766985 SH SOLE 587064 0 179921 THIRD POINT REINSURANCE LTD COM G8827U100 416 34412 SH SOLE 34412 0 0 TOMPKINS TRUSTCO INC COM 890110109 301 3741 SH SOLE 3741 0 0 TORO CO COM 891092108 635 10160 SH SOLE 10160 0 0 TOTAL SA COM 89151E109 14431 286220 SH SOLE 219792 0 66428 TOWER INTL INC COM 891826109 1459 53834 SH SOLE 53834 0 0 TRANSDIGM GROUP INC COM 893641100 176856 803305 SH SOLE 659796 0 143509 TRANSOCEAN LTD COM H8817H100 13759 1105179 SH SOLE 846276 0 258903 TRAVELPORT WORLDWIDE LTD SHS COM G9019D104 272 23070 SH SOLE 23070 0 0 TREEHOUSE FOODS INC COM 89469A104 78218 923912 SH SOLE 836152 0 87760 TRINET GROUP INC COM 896288107 330 11425 SH SOLE 11425 0 0 TRIPLE-S MGMT CORP COM 896749108 290 16481 SH SOLE 16481 0 0 TRISTATE CAP HLDGS INC COM 89678F100 1065 45600 SH SOLE 45600 0 0 TRIUMPH BANCORP INC COM 89679E300 880 34100 SH SOLE 34100 0 0 TTM TECHNOLOGIES INC COM COM 87305R109 512 31729 SH SOLE 31729 0 0 TWENTY FIRST CENTY FOX INC CL COM 90130A200 10956 344742 SH SOLE 308042 0 36700 TYSON FOODS INC COM 902494103 45861 743163 SH SOLE 568983 0 174180 UCP INC COM 90265Y106 315 31000 SH SOLE 31000 0 0 UGI CORP COM 902681105 90586 1833733 SH SOLE 1514187 0 319546 UNIFI INC COM 904677200 979 34500 SH SOLE 34500 0 0 UNIT CORP COM 909218109 253 10454 SH SOLE 10454 0 0 UNITED CMNTY FINL CORP OHIO CO COM 909839102 661 79300 SH SOLE 79300 0 0 UNITED CONTL HLDGS INC COM 910047109 23627 334472 SH SOLE 255933 0 78539 UNITED RENTALS INC COM 911363109 32367 258829 SH SOLE 197959 0 60870 UNITED THERAPEUTICS CORP DELCO COM 91307C102 1092 8067 SH SOLE 8067 0 0 UNITEDHEALTH GROUP INC COM 91324P102 59375 362023 SH SOLE 288384 0 73639 UNIVERSAL HEALTH SVCS INC CL B COM 913903100 200942 1614642 SH SOLE 1307242 0 307400 UNIVERSAL TRUCKLOAD SVCS INCCO COM 91388P105 257 17900 SH SOLE 17900 0 0 UNUMPROVIDENT CORP COM 91529Y106 32076 684077 SH SOLE 521821 0 162256 URBAN OUTFITTERS INC COM 917047102 467 19659 SH SOLE 19659 0 0 US PHYSICAL THERAPY INC COM 90337L108 1523 23326 SH SOLE 23326 0 0 USG CORP COM 903293405 577 18138 SH SOLE 18138 0 0 UTAH MEDICAL PRODS COM 917488108 305 4900 SH SOLE 4900 0 0 VALIDUS HOLDINGS LTD COM G9319H102 955 16936 SH SOLE 16936 0 0 VANTIV INC CL A COM 92210H105 827 12892 SH SOLE 12892 0 0 VECTOR GROUP LTD COM 92240M108 342 16445 SH SOLE 16445 0 0 VECTREN CORP COM 92240G101 34644 591095 SH SOLE 537395 0 53700 VECTRUS INC COM 92242T101 1643 73500 SH SOLE 73500 0 0 VERISIGN INC COM 92343E102 882 10122 SH SOLE 10122 0 0 VERIZON COMMUNICATIONS COM 92343V104 12718 260875 SH SOLE 200291 0 60584 VISHAY INTERTECHNOLOGY INC COM COM 928298108 502 30510 SH SOLE 30510 0 0 VISHAY PRECISION GROUP INC COM COM 92835K103 599 37900 SH SOLE 37900 0 0 VISTA OUTDOOR INC COM 928377100 19878 965400 SH SOLE 862400 0 103000 VOCERA COMMUNICATIONS INC COM COM 92857F107 1182 47600 SH SOLE 47600 0 0 WAL-MART STORES INC COM 931142103 8079 112084 SH SOLE 112084 0 0 WASHINGTON TRUST BANCORP COM 940610108 287 5819 SH SOLE 5819 0 0 WASTE MGMT INC COM 94106L109 11991 164445 SH SOLE 147145 0 17300 WATERSTONE FINANCIAL INC COM 94188P101 1214 66531 SH SOLE 66531 0 0 WATTS WATER TECHNOLOGIES INCCL COM 942749102 17689 283706 SH SOLE 259006 0 24700 WEATHERFORD INTL PLC COM G48833100 112799 16962208 SH SOLE 13820376 0 3141832 WEB COM GROUP INC COM 94733A104 258 13387 SH SOLE 13387 0 0 WELLCARE HEALTH PLANS INC COM COM 94946T106 1146 8172 SH SOLE 8172 0 0 WELLS FARGO & CO NEW COM COM 949746101 210 3765 SH SOLE 3765 0 0 WERNER ENTERPRISES INC COM 950755108 28509 1088118 SH SOLE 890801 0 197317 WESBANCO INC COM 950810101 359 9432 SH SOLE 9432 0 0 WESCO INTL INC COM 95082P105 1075 15452 SH SOLE 15452 0 0 WEST BANCORP INC COM 95123P106 336 14625 SH SOLE 14625 0 0 WEST MARINE INC COM 954235107 582 61000 SH SOLE 61000 0 0 WESTERN UNION CO COM 959802109 47167 2317776 SH SOLE 1775434 0 542342 WESTLAKE CHEMICAL CORP COM 960413102 8264 125119 SH SOLE 95983 0 29136 WHITESTONE REIT COM 966084204 1275 92100 SH SOLE 92100 0 0 WSFS FINANCIAL CORP COM 929328102 18847 410155 SH SOLE 371155 0 39000 WYNDHAM WORLDWIDE CORP COM 98310W108 134601 1596876 SH SOLE 1313709 0 283167 XCEL ENERGY INC COM 98389B100 13100 294716 SH SOLE 225518 0 69198 XL GROUP LTD COM COM G98294104 1174 29457 SH SOLE 29457 0 0 YRC WORLDWIDE INC COM 984249607 653 59300 SH SOLE 59300 0 0 ZEBRA TECHNOLOGIES CORP COM 989207105 18916 207295 SH SOLE 188398 0 18897 ZIMMER BIOMET HOLDINGS INC COM 98956P102 173894 1424079 SH SOLE 1174517 0 249562