The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1347 PPTY INS HLDGS INC COM 68244P107 1,766 232,639 SH   SOLE 156,795 0 75,844
1ST CONSTITUTION BANCORP COM 31986N102 724 63,572 SH   SOLE 63,572 0 0
AAC HLDGS INC COM 000307108 2,106 68,880 SH   SOLE 0 0 68,880
ACADIA HEALTHCARE COMPANY IN COM 00404A109 3,800 53,070 SH   SOLE 11,200 0 41,870
ACCURIDE CORP NEW COM NEW 00439T206 1,327 284,740 SH   SOLE 118,100 0 166,640
ACETO CORP COM 004446100 4,633 210,598 SH   SOLE 23,200 0 187,398
AEP INDS INC COM 001031103 1,806 32,817 SH   SOLE 0 0 32,817
AERIE PHARMACEUTICALS INC COM 00771V108 10,277 327,912 SH   SOLE 273,697 0 54,215
AES CORP COM 00130H105 1,965 152,946 SH   SOLE 86,648 0 66,298
AGCO CORP COM 001084102 1,872 39,302 SH   SOLE 22,295 0 17,007
AGREE REALTY CORP COM 008492100 10,434 316,461 SH   SOLE 316,461 0 0
ALPHATEC HOLDINGS INC COM 02081G102 471 325,095 SH   SOLE 134,800 0 190,295
ALTRIA GROUP INC COM 02209S103 1,786 35,696 SH   SOLE 20,199 0 15,497
AMBER RD INC COM 02318Y108 1,602 173,156 SH   SOLE 0 0 173,156
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 2,985 174,760 SH   SOLE 0 0 174,760
AMERIS BANCORP COM 03076K108 7,880 298,604 SH   SOLE 298,604 0 0
AMTRUST FINL SVCS INC COM 032359309 1,794 31,478 SH   SOLE 17,970 0 13,508
ANN INC COM 035623107 1,907 46,485 SH   SOLE 0 0 46,485
ANTHEM INC COM 036752103 3,664 23,730 SH   SOLE 13,525 0 10,205
APPLE INC COM 037833100 2,397 19,267 SH   SOLE 10,975 0 8,292
ARRIS GROUP INC NEW COM 04270V106 532 18,402 SH   SOLE 18,402 0 0
ASTRONICS CORP COM 046433108 5,765 78,225 SH   SOLE 11,500 0 66,725
AT&T INC COM 00206R102 2,744 84,047 SH   SOLE 47,971 0 36,076
ATLAS FINANCIAL HOLDINGS INC SHS NEW G06207115 2,963 167,658 SH   SOLE 54,157 0 113,501
ATMEL CORP COM 049513104 5,771 701,219 SH   SOLE 701,219 0 0
ATRICURE INC COM 04963C209 19,669 959,925 SH   SOLE 727,020 0 232,905
AVENUE FINL HLDGS INC COM 05358K102 1,339 107,050 SH   SOLE 107,050 0 0
AXCELIS TECHNOLOGIES INC COM 054540109 1,006 422,720 SH   SOLE 422,720 0 0
BANK AMER CORP COM 060505104 3,750 243,659 SH   SOLE 138,810 0 104,849
BANK OF THE OZARKS INC COM 063904106 6,353 172,035 SH   SOLE 59,400 0 112,635
BARRETT BUSINESS SERVICES IN COM 068463108 2,103 49,085 SH   SOLE 20,400 0 28,685
BASSETT FURNITURE INDS INC COM 070203104 517 18,140 SH   SOLE 7,523 0 10,617
BED BATH & BEYOND INC COM 075896100 2,573 33,514 SH   SOLE 19,122 0 14,392
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,106 42,308 SH   SOLE 24,108 0 18,200
BGC PARTNERS INC CL A 05541T101 3,416 361,430 SH   SOLE 361,430 0 0
BIOSPECIFICS TECHNOLOGIES CO COM 090931106 4,845 123,764 SH   SOLE 52,330 0 71,434
BIOTELEMETRY INC COM 090672106 2,310 260,985 SH   SOLE 181,041 0 79,944
BLACKHAWK NETWORK HLDGS INC CL A 09238E104 1,865 52,140 SH   SOLE 0 0 52,140
BOINGO WIRELESS INC COM 09739C102 1,664 220,730 SH   SOLE 220,730 0 0
BOOT BARN HLDGS INC COM 099406100 1,575 65,845 SH   SOLE 27,300 0 38,545
BOVIE MEDICAL CORP COM 10211F100 359 150,000 SH   SOLE 62,100 0 87,900
BROWN SHOE INC NEW COM 115736100 8,232 250,968 SH   SOLE 250,968 0 0
CABOT CORP COM 127055101 2,404 53,426 SH   SOLE 30,217 0 23,209
CAI INTERNATIONAL INC COM 12477X106 1,842 74,980 SH   SOLE 74,980 0 0
CALAVO GROWERS INC COM 128246105 2,983 58,020 SH   SOLE 0 0 58,020
CALIX INC COM 13100M509 9,426 1,123,429 SH   SOLE 997,419 0 126,010
CALLIDUS SOFTWARE INC COM 13123E500 6,301 496,961 SH   SOLE 91,207 0 405,754
CALLON PETE CO DEL COM 13123X102 1,439 192,640 SH   SOLE 0 0 192,640
CAPITAL ONE FINL CORP COM 14040H105 3,396 43,080 SH   SOLE 24,574 0 18,506
CARDIOVASCULAR SYS INC DEL COM 141619106 5,321 136,306 SH   SOLE 18,536 0 117,770
CARDTRONICS INC COM 14161H108 1,658 44,085 SH   SOLE 0 0 44,085
CARRIAGE SVCS INC COM 143905107 2,410 100,945 SH   SOLE 0 0 100,945
CATCHMARK TIMBER TR INC CL A 14912Y202 8,684 740,948 SH   SOLE 740,948 0 0
CENTURYLINK INC COM 156700106 3,142 90,944 SH   SOLE 51,883 0 39,061
CHASE CORP COM 16150R104 1,288 29,450 SH   SOLE 29,450 0 0
CHEROKEE INC DEL NEW COM 16444H102 2,223 114,140 SH   SOLE 114,140 0 0
CHEVRON CORP NEW COM 166764100 4,769 45,428 SH   SOLE 25,887 0 19,541
CHUYS HLDGS INC COM 171604101 1,301 57,730 SH   SOLE 23,904 0 33,826
CIGNA CORPORATION COM 125509109 3,661 28,280 SH   SOLE 16,122 0 12,158
CISCO SYS INC COM 17275R102 4,683 170,130 SH   SOLE 97,051 0 73,079
CITI TRENDS INC COM 17306X102 12,798 473,991 SH   SOLE 427,891 0 46,100
CITIGROUP INC COM NEW 172967424 5,869 113,919 SH   SOLE 64,964 0 48,955
CITY OFFICE REIT INC COM 178587101 1,599 125,576 SH   SOLE 125,576 0 0
CORE MOLDING TECHNOLOGIES IN COM 218683100 134 7,800 SH   SOLE 7,800 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 8,000 272,279 SH   SOLE 272,279 0 0
COSI INC COM NEW 22122P200 517 194,270 SH   SOLE 80,500 0 113,770
COVENANT TRANSN GROUP INC CL A 22284P105 3,152 95,067 SH   SOLE 21,803 0 73,264
CUSTOMERS BANCORP INC COM 23204G100 10,641 436,822 SH   SOLE 436,822 0 0
CVS HEALTH CORP COM 126650100 4,342 42,067 SH   SOLE 23,913 0 18,154
DELEK US HLDGS INC COM 246647101 10,743 270,270 SH   SOLE 232,170 0 38,100
DELTA AIR LINES INC DEL COM NEW 247361702 2,622 58,324 SH   SOLE 32,832 0 25,492
DIAMONDBACK ENERGY INC COM 25278X109 2,355 30,645 SH   SOLE 0 0 30,645
DIEBOLD INC COM 253651103 11,938 336,675 SH   SOLE 336,675 0 0
DIGIRAD CORP COM 253827109 1,030 226,915 SH   SOLE 94,100 0 132,815
DIVERSIFIED RSTRNT HLDGS INC COM 25532M105 1,060 252,471 SH   SOLE 104,595 0 147,876
DOT HILL SYS CORP COM 25848T109 3,882 732,490 SH   SOLE 567,557 0 164,933
DOW CHEM CO COM 260543103 1,478 30,795 SH   SOLE 17,490 0 13,305
DTS INC COM 23335C101 5,279 154,940 SH   SOLE 40,490 0 114,450
EARTHSTONE ENERGY INC COM NEW 27032D205 1,468 62,349 SH   SOLE 42,490 0 19,859
EMULEX CORP COM NEW 292475209 1,123 140,945 SH   SOLE 58,400 0 82,545
ENTERGY CORP NEW COM 29364G103 2,397 30,928 SH   SOLE 17,657 0 13,271
EVINE LIVE INC CL A 300487105 1,749 260,660 SH   SOLE 107,900 0 152,760
EXAMWORKS GROUP INC COM 30066A105 9,912 238,161 SH   SOLE 238,161 0 0
EXXON MOBIL CORP COM 30231G102 8,743 102,858 SH   SOLE 58,671 0 44,187
FARMER BROS CO COM 307675108 509 20,550 SH   SOLE 8,500 0 12,050
FEDEX CORP COM 31428X106 2,467 14,908 SH   SOLE 8,479 0 6,429
FERRO CORP COM 315405100 7,297 581,416 SH   SOLE 581,416 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 4,038 66,189 SH   SOLE 10,071 0 56,118
FIRST INTERNET BANCORP COM 320557101 2,156 116,090 SH   SOLE 76,822 0 39,268
FLOTEK INDS INC DEL COM 343389102 1,105 74,945 SH   SOLE 0 0 74,945
FONAR CORP COM NEW 344437405 1,466 112,470 SH   SOLE 46,600 0 65,870
FREIGHTCAR AMER INC COM 357023100 1,419 45,140 SH   SOLE 45,140 0 0
GENCORP INC COM 368682100 10,754 463,755 SH   SOLE 463,755 0 0
GENERAL DYNAMICS CORP COM 369550108 2,463 18,147 SH   SOLE 10,344 0 7,803
GENERAL ELECTRIC CO COM 369604103 5,490 221,300 SH   SOLE 124,627 0 96,673
GENERAL MTRS CO COM 37045V100 2,146 57,236 SH   SOLE 32,652 0 24,584
GENTHERM INC COM 37253A103 4,306 85,252 SH   SOLE 14,562 0 70,690
GILEAD SCIENCES INC COM 375558103 1,812 18,463 SH   SOLE 10,523 0 7,940
GLOBANT S A COM L44385109 2,647 125,703 SH   SOLE 125,703 0 0
GOLDFIELD CORP COM 381370105 757 390,329 SH   SOLE 161,674 0 228,655
GOLDMAN SACHS GROUP INC COM 38141G104 4,201 22,351 SH   SOLE 12,701 0 9,650
GP STRATEGIES CORP COM 36225V104 8,124 219,574 SH   SOLE 74,899 0 144,675
GULFPORT ENERGY CORP COM NEW 402635304 2,113 46,035 SH   SOLE 0 0 46,035
HARTE-HANKS INC COM 416196103 4,883 626,047 SH   SOLE 626,047 0 0
HCP INC COM 40414L109 2,785 64,451 SH   SOLE 36,790 0 27,661
HEADWATERS INC COM 42210P102 17,054 929,865 SH   SOLE 673,603 0 256,262
HERITAGE INS HLDGS INC COM 42727J102 5,079 230,763 SH   SOLE 73,873 0 156,890
HEWLETT PACKARD CO COM 428236103 3,005 96,436 SH   SOLE 54,678 0 41,758
HIGHWOODS PPTYS INC COM 431284108 2,420 52,851 SH   SOLE 30,109 0 22,742
HOMESTREET INC COM 43785V102 2,173 118,590 SH   SOLE 118,590 0 0
HOOKER FURNITURE CORP COM 439038100 2,609 136,980 SH   SOLE 121,640 0 15,340
HUDSON TECHNOLOGIES INC COM 444144109 1,526 365,985 SH   SOLE 151,760 0 214,225
IGI LABS INC COM 449575109 3,301 404,583 SH   SOLE 43,863 0 360,720
IMPAX LABORATORIES INC COM 45256B101 3,642 77,705 SH   SOLE 0 0 77,705
INNOPHOS HOLDINGS INC COM 45774N108 2,931 52,000 SH   SOLE 52,000 0 0
INTEL CORP COM 458140100 3,800 121,519 SH   SOLE 69,248 0 52,271
INTERSIL CORP CL A 46069S109 5,249 366,526 SH   SOLE 366,526 0 0
IRADIMED CORP COM 46266A109 918 60,275 SH   SOLE 24,987 0 35,288
IRIDEX CORP COM 462684101 1,301 121,780 SH   SOLE 50,500 0 71,280
ISHARES TR RUS 1000 VAL ETF 464287598 206 2,000 SH   SOLE 2,000 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 160 1,550 SH   SOLE 1,550 0 0
JOHNSON & JOHNSON COM 478160104 3,896 38,730 SH   SOLE 22,072 0 16,658
JPMORGAN CHASE & CO COM 46625H100 7,386 121,926 SH   SOLE 69,270 0 52,656
K2M GROUP HLDGS INC COM 48273J107 11,480 520,647 SH   SOLE 472,369 0 48,278
KENNEDY-WILSON HLDGS INC COM 489398107 10,521 402,470 SH   SOLE 402,470 0 0
KERYX BIOPHARMACEUTICALS INC COM 492515101 5,434 426,849 SH   SOLE 426,849 0 0
KIMBERLY CLARK CORP COM 494368103 1,506 14,060 SH   SOLE 8,001 0 6,059
KROGER CO COM 501044101 2,637 34,393 SH   SOLE 19,604 0 14,789
L-3 COMMUNICATIONS HLDGS INC COM 502424104 1,528 12,148 SH   SOLE 6,918 0 5,230
LDR HLDG CORP COM 50185U105 5,390 147,103 SH   SOLE 147,103 0 0
LEAR CORP COM NEW 521865204 1,902 17,161 SH   SOLE 9,724 0 7,437
LIBERTY TAX INC CL A 53128T102 1,175 42,225 SH   SOLE 0 0 42,225
LILLY ELI & CO COM 532457108 4,113 56,611 SH   SOLE 32,256 0 24,355
LIMONEIRA CO COM 532746104 1,245 57,120 SH   SOLE 57,120 0 0
LINCOLN NATL CORP IND COM 534187109 3,281 57,096 SH   SOLE 32,308 0 24,788
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 9,712 260,666 SH   SOLE 122,921 0 137,745
MAINSOURCE FINANCIAL GP INC COM 56062Y102 1,258 64,070 SH   SOLE 64,070 0 0
MALIBU BOATS INC COM CL A 56117J100 1,856 79,505 SH   SOLE 32,900 0 46,605
MARATHON PETE CORP COM 56585A102 2,390 23,345 SH   SOLE 13,242 0 10,103
MARCUS CORP COM 566330106 1,023 48,065 SH   SOLE 19,900 0 28,165
MARKETAXESS HLDGS INC COM 57060D108 2,724 32,860 SH   SOLE 0 0 32,860
MARLIN BUSINESS SVCS CORP COM 571157106 5,797 289,400 SH   SOLE 289,400 0 0
MATSON INC COM 57686G105 3,783 89,720 SH   SOLE 0 0 89,720
MATTHEWS INTL CORP CL A 577128101 6,118 118,775 SH   SOLE 118,775 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 8,133 286,873 SH   SOLE 286,873 0 0
MEDTRONIC PLC SHS G5960L103 4,697 60,231 SH   SOLE 34,344 0 25,887
MERCK & CO INC NEW COM 58933Y105 3,821 66,479 SH   SOLE 37,738 0 28,741
METLIFE INC COM 59156R108 2,157 42,662 SH   SOLE 24,175 0 18,487
MGP INGREDIENTS INC NEW COM 55303J106 699 51,923 SH   SOLE 51,923 0 0
MICRON TECHNOLOGY INC COM 595112103 962 35,469 SH   SOLE 20,221 0 15,248
MICROSEMI CORP COM 595137100 4,183 118,168 SH   SOLE 118,168 0 0
MICROSOFT CORP COM 594918104 2,528 62,183 SH   SOLE 35,456 0 26,727
MORGAN STANLEY COM NEW 617446448 2,702 75,700 SH   SOLE 43,150 0 32,550
MOTORCAR PTS AMER INC COM 620071100 1,377 49,560 SH   SOLE 39,120 0 10,440
MUELLER INDS INC COM 624756102 4,716 130,535 SH   SOLE 18,600 0 111,935
MULTI COLOR CORP COM 625383104 10,603 152,931 SH   SOLE 70,762 0 82,169
NAPCO SEC TECHNOLOGIES INC COM 630402105 1,704 294,371 SH   SOLE 121,955 0 172,416
NATIONAL COMM CORP COM 63546L102 1,646 75,000 SH   SOLE 75,000 0 0
NATIONAL GEN HLDGS CORP COM 636220303 12,355 660,708 SH   SOLE 613,408 0 47,300
NEOGENOMICS INC COM NEW 64049M209 4,272 914,831 SH   SOLE 140,416 0 774,415
NEWPARK RES INC COM PAR $.01NEW 651718504 917 100,680 SH   SOLE 0 0 100,680
NEWTEK BUSINESS SVCS CORP COM NEW 652526203 760 45,960 SH   SOLE 19,038 0 26,922
NN INC COM 629337106 5,693 226,985 SH   SOLE 226,985 0 0
NORCRAFT COS INC COM 65557Y105 487 19,055 SH   SOLE 7,900 0 11,155
NOVAVAX INC COM 670002104 10,850 1,311,944 SH   SOLE 1,311,944 0 0
ORCHIDS PAPER PRODS CO DEL COM 68572N104 1,719 63,750 SH   SOLE 63,750 0 0
ORION ENERGY SYSTEMS INC COM 686275108 550 175,000 SH   SOLE 72,507 0 102,493
PACIFIC PREMIER BANCORP COM 69478X105 2,288 141,300 SH   SOLE 141,300 0 0
PDF SOLUTIONS INC COM 693282105 1,045 58,289 SH   SOLE 58,289 0 0
PEAK RESORTS INC COM 70469L100 814 132,210 SH   SOLE 132,210 0 0
PERFICIENT INC COM 71375U101 2,023 97,780 SH   SOLE 97,780 0 0
PERNIX THERAPEUTICS HLDGS IN COM 71426V108 1,807 169,066 SH   SOLE 70,033 0 99,033
PFIZER INC COM 717081103 3,031 87,116 SH   SOLE 49,678 0 37,438
PG&E CORP COM 69331C108 2,767 52,137 SH   SOLE 29,756 0 22,381
PGT INC COM 69336V101 6,060 542,250 SH   SOLE 259,491 0 282,759
PHILLIPS 66 COM 718546104 2,909 37,013 SH   SOLE 21,091 0 15,922
PITNEY BOWES INC COM 724479100 1,966 84,306 SH   SOLE 48,123 0 36,183
PLEXUS CORP COM 729132100 7,200 176,607 SH   SOLE 176,607 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,642 17,615 SH   SOLE 9,973 0 7,642
POTBELLY CORP COM 73754Y100 463 33,760 SH   SOLE 14,000 0 19,760
POWERSECURE INTL INC COM 73936N105 1,658 126,005 SH   SOLE 52,200 0 73,805
PPL CORP COM 69351T106 2,640 78,421 SH   SOLE 44,761 0 33,660
PROCTER & GAMBLE CO COM 742718109 3,777 46,097 SH   SOLE 26,103 0 19,994
PROFIRE ENERGY INC COM 74316X101 62 45,900 SH   SOLE 0 0 45,900
PROLOGIS INC COM 74340W103 3,077 70,643 SH   SOLE 40,285 0 30,358
PUBLIC SVC ENTERPRISE GROUP COM 744573106 2,215 52,842 SH   SOLE 30,163 0 22,679
QORVO INC COM 74736K101 2,992 37,541 SH   SOLE 7,000 0 30,541
QUANTUM CORP COM DSSG 747906204 1,357 847,950 SH   SOLE 351,300 0 496,650
RADIAN GROUP INC COM 750236101 11,719 697,983 SH   SOLE 631,602 0 66,381
RELIANCE STEEL & ALUMINUM CO COM 759509102 2,828 46,308 SH   SOLE 26,391 0 19,917
RENASANT CORP COM 75970E107 12,408 412,901 SH   SOLE 412,901 0 0
REPLIGEN CORP COM 759916109 2,329 76,718 SH   SOLE 8,121 0 68,597
REVOLUTION LIGHTING TECHNOLO COM 76155G107 976 879,641 SH   SOLE 364,187 0 515,454
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 6,294 249,087 SH   SOLE 249,087 0 0
S&W SEED CO COM 785135104 1,280 276,980 SH   SOLE 276,980 0 0
SANCHEZ ENERGY CORP COM 79970Y105 10,971 843,261 SH   SOLE 673,761 0 169,500
SELECT COMFORT CORP COM 81616X103 3,702 107,395 SH   SOLE 16,700 0 90,695
SENSIENT TECHNOLOGIES CORP COM 81725T100 8,839 128,320 SH   SOLE 128,320 0 0
SHORETEL INC COM 825211105 14,957 2,193,056 SH   SOLE 1,811,356 0 381,700
SILICON GRAPHICS INTL CORP COM 82706L108 1,445 166,330 SH   SOLE 166,330 0 0
SIMON PPTY GROUP INC NEW COM 828806109 2,924 14,946 SH   SOLE 8,525 0 6,421
SJW CORP COM 784305104 10,010 323,851 SH   SOLE 323,851 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,755 28,026 SH   SOLE 15,999 0 12,027
SMITH MICRO SOFTWARE INC COM 832154108 1,244 972,186 SH   SOLE 402,842 0 569,344
STANDARD MTR PRODS INC COM 853666105 1,464 34,644 SH   SOLE 34,644 0 0
STONERIDGE INC COM 86183P102 9,754 863,990 SH   SOLE 863,990 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 14,608 1,208,258 SH   SOLE 1,117,558 0 90,700
SYKES ENTERPRISES INC COM 871237103 3,077 123,830 SH   SOLE 0 0 123,830
SYNERGETICS USA INC COM 87160G107 6,342 1,176,600 SH   SOLE 1,176,600 0 0
SYNERGY RES CORP COM 87164P103 2,038 171,990 SH   SOLE 0 0 171,990
TALMER BANCORP INC COM 87482X101 11,124 726,358 SH   SOLE 726,358 0 0
TARGET CORP COM 87612E106 2,107 25,678 SH   SOLE 14,653 0 11,025
TELEFLEX INC COM 879369106 4,764 39,429 SH   SOLE 39,429 0 0
TEREX CORP NEW COM 880779103 1,727 64,939 SH   SOLE 37,010 0 27,929
THERMO FISHER SCIENTIFIC INC COM 883556102 2,583 19,225 SH   SOLE 10,889 0 8,336
TIME WARNER INC COM NEW 887317303 2,786 32,990 SH   SOLE 18,712 0 14,278
TRAVELCENTERS AMER LLC COM 894174101 2,348 134,610 SH   SOLE 134,610 0 0
TRAVELERS COMPANIES INC COM 89417E109 3,643 33,692 SH   SOLE 19,219 0 14,473
TREVENA INC COM 89532E109 1,862 285,538 SH   SOLE 247,191 0 38,347
TYSON FOODS INC CL A 902494103 2,604 67,995 SH   SOLE 38,656 0 29,339
ULTIMATE SOFTWARE GROUP INC COM 90385D107 1,847 10,865 SH   SOLE 0 0 10,865
UNITED RENTALS INC COM 911363109 2,234 24,502 SH   SOLE 13,955 0 10,547
UNITEDHEALTH GROUP INC COM 91324P102 1,526 12,902 SH   SOLE 7,407 0 5,495
VALERO ENERGY CORP NEW COM 91913Y100 3,578 56,242 SH   SOLE 32,108 0 24,134
VERIFONE SYS INC COM 92342Y109 1,406 40,295 SH   SOLE 0 0 40,295
VERINT SYS INC COM 92343X100 15,299 247,045 SH   SOLE 158,494 0 88,551
VIAD CORP COM NEW 92552R406 3,475 124,920 SH   SOLE 124,920 0 0
WELLS FARGO & CO NEW COM 949746101 5,457 100,310 SH   SOLE 57,020 0 43,290
WHIRLPOOL CORP COM 963320106 1,861 9,209 SH   SOLE 5,228 0 3,981
WNS HOLDINGS LTD SPON ADR 92932M101 3,001 123,390 SH   SOLE 0 0 123,390
WORLD FUEL SVCS CORP COM 981475106 20,304 353,243 SH   SOLE 202,383 0 150,860
WYNDHAM WORLDWIDE CORP COM 98310W108 2,409 26,628 SH   SOLE 15,189 0 11,439