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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 10,077 92,045 SH   SOLE   91,842 0 203
ABBVIE INC COM 00287Y109 79,220 739,343 SH   SOLE   736,759 0 2,584
ACADIA HEALTHCARE COMPANY IN COM 00404A109 12,634 251,374 SH   SOLE   251,374 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,427 47,683 SH   SOLE   47,514 0 169
ADAPTHEALTH CORP COM CL A 00653Q102 25,609 681,828 SH   SOLE   681,828 0 0
ADDUS HOMECARE CORP COM 006739106 9,551 81,569 SH   SOLE   81,569 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 8,112 16,219 SH   SOLE   16,161 0 58
ADVANSIX INC COM 00773T101 7,634 381,887 SH   SOLE   381,887 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 293 2,472 SH   SOLE   2,472 0 0
AGREE REALTY CORP COM 008492100 1,818 27,298 SH   SOLE   27,298 0 0
AIR LEASE CORP CL A 00912X302 22,658 510,086 SH   SOLE   510,086 0 0
AIR PRODS & CHEMS INC COM 009158106 90,162 329,995 SH   SOLE   328,988 0 1,007
AIR TRANSPORT SERVICES GRP I COM 00922R105 7,254 231,471 SH   SOLE   231,471 0 0
ALLEGHANY CORP DEL COM 017175100 1,492 2,471 SH   SOLE   2,471 0 0
ALLIANT ENERGY CORP COM 018802108 2,190 42,504 SH   SOLE   42,504 0 0
ALLSTATE CORP COM 020002101 33,759 307,091 SH   SOLE   304,954 0 2,137
ALPHABET INC CAP STK CL A 02079K305 141,580 80,781 SH   SOLE   80,429 0 352
ALTICE USA INC CL A 02156K103 6,546 172,862 SH   SOLE   172,429 0 433
ALTRA INDL MOTION CORP COM 02208R106 30,167 544,228 SH   SOLE   544,228 0 0
AMAZON COM INC COM 023135106 24,945 7,659 SH   SOLE   7,632 0 27
AMEDISYS INC COM 023436108 17,613 60,045 SH   SOLE   60,045 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 33,913 1,689,745 SH   SOLE   1,689,745 0 0
AMERICAN ELEC PWR CO INC COM 025537101 28,676 344,367 SH   SOLE   341,822 0 2,545
AMERICAN EXPRESS CO COM 025816109 20,652 170,804 SH   SOLE   169,541 0 1,263
AMERICAN TOWER CORP NEW COM 03027X100 66,142 294,673 SH   SOLE   293,900 0 773
AMERICAN WOODMARK CORPORATIO COM 030506109 17,996 191,752 SH   SOLE   191,752 0 0
AMERICOLD RLTY TR COM 03064D108 1,579 42,301 SH   SOLE   42,301 0 0
AMERISOURCEBERGEN CORP COM 03073E105 61,417 628,245 SH   SOLE   626,074 0 2,171
AMGEN INC COM 031162100 490 2,130 SH   SOLE   2,130 0 0
AMICUS THERAPEUTICS INC COM 03152W109 34,230 1,482,467 SH   SOLE   1,482,467 0 0
AMN HEALTHCARE SVCS INC COM 001744101 23,514 344,528 SH   SOLE   344,528 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 4,524 224,946 SH   SOLE   224,946 0 0
APPLE INC COM 037833100 88,602 667,732 SH   SOLE   665,971 0 1,761
ARENA PHARMACEUTICALS INC COM NEW 040047607 16,464 214,297 SH   SOLE   214,297 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 9,413 215,391 SH   SOLE   215,391 0 0
ARMOUR RESIDENTIAL REIT INC COM NEW 042315507 2,325 215,523 SH   SOLE   215,523 0 0
ATRICURE INC COM 04963C209 9,399 168,831 SH   SOLE   168,831 0 0
AUTOZONE INC COM 053332102 25,727 21,703 SH   SOLE   21,689 0 14
AVAYA HLDGS CORP COM 05351X101 32,054 1,673,833 SH   SOLE   1,673,833 0 0
AVIENT CORPORATION COM 05368V106 27,317 678,177 SH   SOLE   678,177 0 0
AXALTA COATING SYS LTD COM G0750C108 21,587 756,100 SH   SOLE   756,100 0 0
BANK NEW YORK MELLON CORP COM 064058100 2,383 56,158 SH   SOLE   56,158 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,264 130,522 SH   SOLE   129,629 0 893
BERKSHIRE HILLS BANCORP INC COM 084680107 2,766 161,539 SH   SOLE   161,539 0 0
BJS RESTAURANTS INC COM 09180C106 24,490 636,275 SH   SOLE   636,275 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 26,683 715,744 SH   SOLE   715,744 0 0
BK OF AMERICA CORP COM 060505104 160,917 5,309,032 SH   SOLE   5,289,588 0 19,444
BLACK HILLS CORP COM 092113109 7,113 115,755 SH   SOLE   115,755 0 0
BLACKROCK INC COM 09247X101 101,769 141,046 SH   SOLE   140,582 0 464
BLOOMIN BRANDS INC COM 094235108 24,415 1,257,203 SH   SOLE   1,257,203 0 0
BLUCORA INC COM 095229100 1,353 85,059 SH   SOLE   85,059 0 0
BOEING CO COM 097023105 4,518 21,107 SH   SOLE   21,034 0 73
BOSTON PROPERTIES INC COM 101121101 23,405 247,593 SH   SOLE   245,726 0 1,867
BOSTON SCIENTIFIC CORP COM 101137107 4,481 124,652 SH   SOLE   124,199 0 453
BOTTOMLINE TECH DEL INC COM 101388106 24,140 457,709 SH   SOLE   457,709 0 0
BOX INC CL A 10316T104 21,327 1,181,555 SH   SOLE   1,181,555 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 8,102 420,238 SH   SOLE   420,238 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 81,540 1,314,523 SH   SOLE   1,309,792 0 4,731
BRIXMOR PPTY GROUP INC COM 11120U105 13,056 788,874 SH   SOLE   788,874 0 0
BROADCOM INC COM 11135F101 27,673 63,201 SH   SOLE   62,742 0 459
CACI INTL INC CL A 127190304 952 3,819 SH   SOLE   3,819 0 0
CATERPILLAR INC COM 149123101 81,467 447,571 SH   SOLE   446,054 0 1,517
CELANESE CORP DEL COM 150870103 17,092 131,534 SH   SOLE   131,534 0 0
CF INDS HLDGS INC COM 125269100 1,358 35,094 SH   SOLE   35,094 0 0
CHARLES RIV LABS INTL INC COM 159864107 22,603 90,462 SH   SOLE   90,426 0 36
CHEGG INC COM 163092109 13,769 152,429 SH   SOLE   152,429 0 0
CHEVRON CORP NEW COM 166764100 85,313 1,010,220 SH   SOLE   1,006,472 0 3,748
CIGNA CORP NEW COM 125523100 25,961 124,706 SH   SOLE   123,796 0 910
CIRRUS LOGIC INC COM 172755100 37,500 456,202 SH   SOLE   456,202 0 0
CISCO SYS INC COM 17275R102 28,042 626,648 SH   SOLE   622,112 0 4,536
CLOUDFLARE INC CL A COM 18915M107 11,629 153,038 SH   SOLE   153,038 0 0
COMCAST CORP NEW CL A 20030N101 96,300 1,837,793 SH   SOLE   1,829,459 0 8,334
COMMERCIAL METALS CO COM 201723103 7,939 386,528 SH   SOLE   386,528 0 0
COMMVAULT SYSTEMS INC COM 204166102 23,301 420,830 SH   SOLE   420,830 0 0
CONNECTONE BANCORP INC COM 20786W107 12,090 610,920 SH   SOLE   610,920 0 0
CONOCOPHILLIPS COM 20825C104 53,495 1,337,718 SH   SOLE   1,331,489 0 6,229
CONSTELLATION BRANDS INC CL A 21036P108 4,984 22,751 SH   SOLE   22,673 0 78
CRANE CO COM 224399105 4,345 55,949 SH   SOLE   55,949 0 0
DANA INC COM 235825205 30,449 1,559,866 SH   SOLE   1,559,866 0 0
DARDEN RESTAURANTS INC COM 237194105 43,237 362,968 SH   SOLE   361,173 0 1,795
DAVE & BUSTERS ENTMT INC COM 238337109 21,951 731,214 SH   SOLE   731,214 0 0
DECKERS OUTDOOR CORP COM 243537107 41,328 144,110 SH   SOLE   144,110 0 0
DEERE & CO COM 244199105 407 1,511 SH   SOLE   1,511 0 0
DELUXE CORP COM 248019101 24,266 831,034 SH   SOLE   831,034 0 0
DENTSPLY SIRONA INC COM 24906P109 215 4,101 SH   SOLE   4,101 0 0
DIAMONDBACK ENERGY INC COM 25278X109 14,225 293,900 SH   SOLE   293,900 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 27,627 3,348,706 SH   SOLE   3,348,706 0 0
DISCOVERY INC COM SER A 25470F104 75,407 2,506,071 SH   SOLE   2,497,096 0 8,975
DISNEY WALT CO COM 254687106 124,347 686,317 SH   SOLE   684,440 0 1,877
DTE ENERGY CO COM 233331107 42,899 353,334 SH   SOLE   351,001 0 2,333
DUKE ENERGY CORP NEW COM NEW 26441C204 64,849 708,275 SH   SOLE   704,892 0 3,383
ELASTIC N V ORD SHS N14506104 23,302 159,460 SH   SOLE   159,460 0 0
EMCOR GROUP INC COM 29084Q100 6,365 69,594 SH   SOLE   69,594 0 0
EMERSON ELEC CO COM 291011104 5,600 69,682 SH   SOLE   69,562 0 120
ENERSYS COM 29275Y102 6,561 78,997 SH   SOLE   78,997 0 0
ENPRO INDS INC COM 29355X107 21,673 286,985 SH   SOLE   286,985 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 10,202 291,916 SH   SOLE   291,916 0 0
EOG RES INC COM 26875P101 23,421 469,636 SH   SOLE   466,258 0 3,378
EQUITY LIFESTYLE PPTYS INC COM 29472R108 12,563 198,289 SH   SOLE   196,891 0 1,398
EVERBRIDGE INC COM 29978A104 23,243 155,917 SH   SOLE   155,917 0 0
EVEREST RE GROUP LTD COM G3223R108 18,174 77,635 SH   SOLE   77,635 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 38,868 1,440,621 SH   SOLE   1,440,621 0 0
EXACT SCIENCES CORP COM 30063P105 21,168 159,770 SH   SOLE   159,770 0 0
FACEBOOK INC CL A 30303M102 13,357 48,901 SH   SOLE   48,726 0 175
FIBROGEN INC COM 31572Q808 19,686 530,754 SH   SOLE   530,754 0 0
FIRST BANCORP N C COM 318910106 1,774 52,439 SH   SOLE   52,439 0 0
FIRST HORIZON CORPORATION COM 320517105 29,003 2,272,939 SH   SOLE   2,272,939 0 0
FIRST INDL RLTY TR INC COM 32054K103 20,075 476,513 SH   SOLE   476,513 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 2,353 57,714 SH   SOLE   57,714 0 0
FIRST SOLAR INC COM 336433107 8,629 87,232 SH   SOLE   87,232 0 0
FRONTDOOR INC COM 35905A109 21,061 419,468 SH   SOLE   419,468 0 0
FTI CONSULTING INC COM 302941109 18,753 167,857 SH   SOLE   167,857 0 0
GENERAC HLDGS INC COM 368736104 22,519 99,024 SH   SOLE   99,024 0 0
GENERAL MTRS CO COM 37045V100 70,761 1,699,339 SH   SOLE   1,693,501 0 5,838
GLOBAL PMTS INC COM 37940X102 79,319 368,202 SH   SOLE   366,949 0 1,253
GLU MOBILE INC COM 379890106 24,542 2,723,885 SH   SOLE   2,723,885 0 0
GRACE W R & CO DEL NEW COM 38388F108 16,993 309,972 SH   SOLE   309,972 0 0
GRAFTECH INTL LTD COM 384313508 26,949 2,528,029 SH   SOLE   2,528,029 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,133 66,880 SH   SOLE   66,880 0 0
GUESS INC COM 401617105 24,813 1,096,940 SH   SOLE   1,096,940 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 13,995 411,379 SH   SOLE   411,379 0 0
HANOVER INS GROUP INC COM 410867105 15,979 136,669 SH   SOLE   136,669 0 0
HARSCO CORP COM 415864107 18,415 1,024,193 SH   SOLE   1,024,193 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 71,573 1,461,270 SH   SOLE   1,456,394 0 4,876
HERC HLDGS INC COM 42704L104 10,048 151,300 SH   SOLE   151,300 0 0
HERON THERAPEUTICS INC COM 427746102 28,631 1,352,754 SH   SOLE   1,352,754 0 0
HIGHWOODS PPTYS INC COM 431284108 11,873 299,586 SH   SOLE   299,586 0 0
HILL ROM HLDGS INC COM 431475102 24,833 253,474 SH   SOLE   251,616 0 1,858
HILLTOP HOLDINGS INC COM 432748101 1,301 47,304 SH   SOLE   47,304 0 0
HOLLYFRONTIER CORP COM 436106108 8,056 311,632 SH   SOLE   311,632 0 0
HOME BANCSHARES INC COM 436893200 10,451 536,522 SH   SOLE   536,522 0 0
HONEYWELL INTL INC COM 438516106 47,582 223,703 SH   SOLE   222,214 0 1,489
HORIZON BANCORP INC COM 440407104 2,410 151,946 SH   SOLE   151,946 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 44,354 606,345 SH   SOLE   606,345 0 0
HOST HOTELS & RESORTS INC COM 44107P104 18,500 1,264,553 SH   SOLE   1,264,553 0 0
HOSTESS BRANDS INC CL A 44109J106 5,529 377,692 SH   SOLE   377,692 0 0
HUDSON PAC PPTYS INC COM 444097109 612 25,468 SH   SOLE   25,468 0 0
HUNTSMAN CORP COM 447011107 29,268 1,164,197 SH   SOLE   1,156,866 0 7,331
INPHI CORP COM 45772F107 16,048 100,009 SH   SOLE   100,009 0 0
INTEL CORP COM 458140100 19,347 388,331 SH   SOLE   385,674 0 2,657
INTERCONTINENTAL EXCHANGE IN COM 45866F104 78,868 684,075 SH   SOLE   681,884 0 2,191
INVESTORS BANCORP INC NEW COM 46146L101 8,682 822,116 SH   SOLE   822,116 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 35,423 763,423 SH   SOLE   763,423 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 1,621 11,854 SH   SOLE   11,854 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 270 2,047 SH   SOLE   2,047 0 0
ITT INC COM 45073V108 2,075 26,946 SH   SOLE   26,946 0 0
J2 GLOBAL INC COM 48123V102 28,626 293,032 SH   SOLE   293,032 0 0
JACOBS ENGR GROUP INC COM 469814107 18,877 173,247 SH   SOLE   173,247 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 19,963 120,951 SH   SOLE   120,951 0 0
JOHNSON & JOHNSON COM 478160104 63,759 405,129 SH   SOLE   402,244 0 2,885
JPMORGAN CHASE & CO COM 46625H100 198,243 1,560,104 SH   SOLE   1,554,176 0 5,928
KAISER ALUMINUM CORP COM PAR $0.01 483007704 29,090 294,140 SH   SOLE   294,140 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 87,775 429,992 SH   SOLE   428,646 0 1,346
KB HOME COM 48666K109 23,609 704,322 SH   SOLE   704,322 0 0
KIMBERLY-CLARK CORP COM 494368103 659 4,885 SH   SOLE   4,885 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 4,895 117,049 SH   SOLE   116,694 0 355
KNOWLES CORP COM 49926D109 2,298 124,669 SH   SOLE   124,669 0 0
KOHLS CORP COM 500255104 37,282 916,247 SH   SOLE   916,247 0 0
KRAFT HEINZ CO COM 500754106 4,184 120,744 SH   SOLE   120,330 0 414
L3HARRIS TECHNOLOGIES INC COM 502431109 4,723 24,985 SH   SOLE   24,922 0 63
LABORATORY CORP AMER HLDGS COM NEW 50540R409 776 3,813 SH   SOLE   3,813 0 0
LAM RESEARCH CORP COM 512807108 5,465 11,573 SH   SOLE   11,532 0 41
LAMAR ADVERTISING CO NEW CL A 512816109 18,054 216,944 SH   SOLE   216,944 0 0
LAMB WESTON HLDGS INC COM 513272104 1,243 15,782 SH   SOLE   15,782 0 0
LEAR CORP COM NEW 521865204 1,444 9,080 SH   SOLE   9,080 0 0
LEXINGTON REALTY TRUST COM 529043101 6,386 601,319 SH   SOLE   601,319 0 0
LHC GROUP INC COM 50187A107 9,183 43,050 SH   SOLE   43,050 0 0
LILLY ELI & CO COM 532457108 62,105 367,831 SH   SOLE   366,637 0 1,194
LINDE PLC SHS G5494J103 6,762 25,662 SH   SOLE   25,571 0 91
LITHIA MTRS INC CL A 536797103 45,823 156,570 SH   SOLE   156,570 0 0
LIVANOVA PLC SHS G5509L101 9,253 139,758 SH   SOLE   139,758 0 0
LOCKHEED MARTIN CORP COM 539830109 22,421 63,160 SH   SOLE   62,688 0 472
LOWES COS INC COM 548661107 73,232 456,247 SH   SOLE   454,788 0 1,459
MADDEN STEVEN LTD COM 556269108 16,517 467,630 SH   SOLE   467,630 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 8,463 1,198,657 SH   SOLE   1,198,657 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 8,526 62,133 SH   SOLE   62,133 0 0
MARTIN MARIETTA MATLS INC COM 573284106 73,101 257,425 SH   SOLE   256,535 0 890
MASONITE INTL CORP COM 575385109 9,238 93,944 SH   SOLE   93,944 0 0
MASTEC INC COM 576323109 10,313 151,264 SH   SOLE   151,264 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,479 29,356 SH   SOLE   29,250 0 106
MEDPACE HLDGS INC COM 58506Q109 8,760 62,931 SH   SOLE   62,931 0 0
MEDTRONIC PLC SHS G5960L103 124,903 1,066,271 SH   SOLE   1,062,110 0 4,161
MERCK & CO. INC COM 58933Y105 38,235 467,413 SH   SOLE   464,324 0 3,089
MERIT MED SYS INC COM 589889104 15,072 271,519 SH   SOLE   271,519 0 0
MICHAELS COS INC COM 59408Q106 31,478 2,419,539 SH   SOLE   2,419,539 0 0
MICRON TECHNOLOGY INC COM 595112103 90,446 1,203,063 SH   SOLE   1,199,327 0 3,736
MICROSOFT CORP COM 594918104 87,663 394,134 SH   SOLE   392,900 0 1,234
MID-AMER APT CMNTYS INC COM 59522J103 13,547 106,932 SH   SOLE   106,932 0 0
MKS INSTRS INC COM 55306N104 15,707 104,400 SH   SOLE   104,400 0 0
MONDELEZ INTL INC CL A 609207105 77,413 1,323,986 SH   SOLE   1,319,208 0 4,778
MYR GROUP INC DEL COM 55405W104 2,943 48,967 SH   SOLE   48,967 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 5,989 166,215 SH   SOLE   166,215 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 14,827 154,690 SH   SOLE   154,690 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 9,272 219,140 SH   SOLE   219,140 0 0
NIC INC COM 62914B100 16,298 630,985 SH   SOLE   630,985 0 0
NORTHROP GRUMMAN CORP COM 666807102 59,006 193,642 SH   SOLE   192,899 0 743
NUANCE COMMUNICATIONS INC COM 67020Y100 1,457 33,054 SH   SOLE   33,054 0 0
NVIDIA CORPORATION COM 67066G104 8,228 15,757 SH   SOLE   15,701 0 56
OLD REP INTL CORP COM 680223104 1,278 64,863 SH   SOLE   64,863 0 0
OLD SECOND BANCORP INC ILL COM 680277100 1,141 112,935 SH   SOLE   112,935 0 0
ON SEMICONDUCTOR CORP COM 682189105 33,501 1,023,563 SH   SOLE   1,016,202 0 7,361
OWENS CORNING NEW COM 690742101 22,768 300,521 SH   SOLE   298,256 0 2,265
PARKER-HANNIFIN CORP COM 701094104 101,950 374,253 SH   SOLE   372,961 0 1,292
PARSLEY ENERGY INC CL A 701877102 27,189 1,914,725 SH   SOLE   1,914,725 0 0
PAYPAL HLDGS INC COM 70450Y103 8,287 35,382 SH   SOLE   35,256 0 126
PENN NATL GAMING INC COM 707569109 33,053 382,685 SH   SOLE   382,685 0 0
PEPSICO INC COM 713448108 73,586 496,199 SH   SOLE   494,382 0 1,817
PERFORMANCE FOOD GROUP CO COM 71377A103 34,760 730,104 SH   SOLE   730,104 0 0
PETIQ INC COM CL A 71639T106 9,207 239,448 SH   SOLE   239,448 0 0
PHILLIPS 66 COM 718546104 18,507 264,607 SH   SOLE   262,756 0 1,851
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 3,202 197,298 SH   SOLE   197,298 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 43,310 672,517 SH   SOLE   672,517 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 20,242 473,266 SH   SOLE   473,266 0 0
PROCTER AND GAMBLE CO COM 742718109 33,743 242,507 SH   SOLE   241,006 0 1,501
PROG HOLDINGS INC COM NPV 74319R101 3,161 58,681 SH   SOLE   58,681 0 0
PROGYNY INC COM 74340E103 18,224 429,912 SH   SOLE   429,912 0 0
PROLOGIS INC. COM 74340W103 78,367 786,347 SH   SOLE   783,413 0 2,934
PRUDENTIAL FINL INC COM 744320102 34,684 444,271 SH   SOLE   440,940 0 3,331
PTC THERAPEUTICS INC COM 69366J200 8,337 136,604 SH   SOLE   136,604 0 0
PULTE GROUP INC COM 745867101 60,169 1,395,381 SH   SOLE   1,391,004 0 4,377
QCR HOLDINGS INC COM 74727A104 2,568 64,876 SH   SOLE   64,876 0 0
QTS RLTY TR INC COM CL A 74736A103 19,690 318,203 SH   SOLE   318,203 0 0
QUANTA SVCS INC COM 74762E102 109,984 1,527,142 SH   SOLE   1,523,090 0 4,052
RADIAN GROUP INC COM 750236101 29,512 1,457,365 SH   SOLE   1,457,365 0 0
REALPAGE INC COM 75606N109 16,100 184,544 SH   SOLE   184,544 0 0
REVANCE THERAPEUTICS INC COM 761330109 12,182 429,836 SH   SOLE   429,836 0 0
REXNORD CORP COM 76169B102 34,310 868,825 SH   SOLE   868,825 0 0
RH COM 74967X103 32,127 71,789 SH   SOLE   71,789 0 0
SAIA INC COM 78709Y105 11,528 63,759 SH   SOLE   63,759 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 24,463 459,489 SH   SOLE   459,489 0 0
SANDY SPRING BANCORP INC COM 800363103 8,774 272,578 SH   SOLE   272,578 0 0
SANMINA CORPORATION COM 801056102 309 9,702 SH   SOLE   9,702 0 0
SCHWAB CHARLES CORP COM 808513105 101,548 1,914,558 SH   SOLE   1,909,701 0 4,857
SEACOAST BKG CORP FLA COM NEW 811707801 12,191 413,948 SH   SOLE   413,948 0 0
SEAWORLD ENTMT INC COM 81282V100 18,900 598,300 SH   SOLE   598,300 0 0
SELECTIVE INS GROUP INC COM 816300107 8,503 126,953 SH   SOLE   126,953 0 0
SERVICE CORP INTL COM 817565104 1,982 40,372 SH   SOLE   40,372 0 0
SILICON LABORATORIES INC COM 826919102 26,372 207,099 SH   SOLE   207,099 0 0
SKYWEST INC COM 830879102 26,015 645,376 SH   SOLE   645,376 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,612 30,162 SH   SOLE   30,054 0 108
SMILEDIRECTCLUB INC CL A COM 83192H106 6,312 528,672 SH   SOLE   528,672 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 15,219 250,514 SH   SOLE   250,514 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,809 7,512 SH   SOLE   7,512 0 0
SPROUT SOCIAL INC COM CL A 85209W109 17,496 385,298 SH   SOLE   385,298 0 0
SPS COMMERCE INC COM 78463M107 23,509 216,495 SH   SOLE   216,495 0 0
SPX CORP COM 784635104 24,530 449,766 SH   SOLE   449,766 0 0
STAG INDL INC COM 85254J102 5,280 168,596 SH   SOLE   168,596 0 0
STATE STR CORP COM 857477103 86,344 1,186,376 SH   SOLE   1,182,148 0 4,228
STERIS PLC SHS USD G8473T100 2,056 10,847 SH   SOLE   10,847 0 0
STRYKER CORPORATION COM 863667101 1,536 6,268 SH   SOLE   6,268 0 0
SYNEOS HEALTH INC CL A 87166B102 25,451 373,571 SH   SOLE   373,571 0 0
SYNOPSYS INC COM 871607107 222 859 SH   SOLE   859 0 0
TARGET CORP COM 87612E106 96,280 545,403 SH   SOLE   543,368 0 2,035
TCF FINL CORP COM 872307103 2,004 54,135 SH   SOLE   54,135 0 0
TCR2 THERAPEUTICS INC COM 87808K106 21,312 689,049 SH   SOLE   689,049 0 0
TELEFLEX INCORPORATED COM 879369106 12,005 29,169 SH   SOLE   29,169 0 0
TEXTRON INC COM 883203101 55,163 1,141,388 SH   SOLE   1,137,473 0 3,915
THE AARONS COMPANY INC COM 00258W108 561 29,600 SH   SOLE   29,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 96,531 207,245 SH   SOLE   206,430 0 815
TIMKEN CO COM 887389104 38,090 492,377 SH   SOLE   492,377 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 68,251 470,181 SH   SOLE   468,868 0 1,313
TRAVELERS COMPANIES INC COM 89417E109 21,681 154,457 SH   SOLE   153,373 0 1,084
TRIMAS CORP COM NEW 896215209 1,950 61,574 SH   SOLE   61,574 0 0
TRUIST FINL CORP COM 89832Q109 39,356 821,099 SH   SOLE   815,231 0 5,868
TWO HBRS INVT CORP COM NEW 90187B408 7,033 1,104,093 SH   SOLE   1,104,093 0 0
UFP INDUSTRIES INC COM 90278Q108 9,826 176,886 SH   SOLE   176,886 0 0
UFP TECHNOLOGIES INC COM 902673102 1,906 40,897 SH   SOLE   40,897 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 9,549 306,543 SH   SOLE   306,543 0 0
UMPQUA HLDGS CORP COM 904214103 1,230 81,264 SH   SOLE   81,264 0 0
UNIFIRST CORP MASS COM 904708104 17,843 84,288 SH   SOLE   84,288 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 31,960 1,123,761 SH   SOLE   1,123,761 0 0
UNITEDHEALTH GROUP INC COM 91324P102 86,985 248,048 SH   SOLE   247,265 0 783
US FOODS HLDG CORP COM 912008109 3,414 102,484 SH   SOLE   102,091 0 393
VERITEX HLDGS INC COM 923451108 11,933 465,050 SH   SOLE   465,050 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 57,298 975,278 SH   SOLE   968,167 0 7,111
VERTEX PHARMACEUTICALS INC COM 92532F100 4,189 17,729 SH   SOLE   17,676 0 53
VIAVI SOLUTIONS INC COM 925550105 27,461 1,833,816 SH   SOLE   1,833,816 0 0
VISA INC COM CL A 92826C839 240 1,097 SH   SOLE   1,097 0 0
VONAGE HLDGS CORP COM 92886T201 28,400 2,205,821 SH   SOLE   2,205,821 0 0
WESTERN ALLIANCE BANCORP COM 957638109 20,935 349,204 SH   SOLE   349,204 0 0
WESTROCK CO COM 96145D105 18,687 429,282 SH   SOLE   426,104 0 3,178
WILLIS TOWERS WATSON PLC LTD SHS G96629103 77,500 367,850 SH   SOLE   366,615 0 1,235
WINTRUST FINL CORP COM 97650W108 15,905 260,356 SH   SOLE   260,356 0 0
WSFS FINL CORP COM 929328102 31,708 706,502 SH   SOLE   706,502 0 0
XCEL ENERGY INC COM 98389B100 83,119 1,246,712 SH   SOLE   1,242,625 0 4,087
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 19,237 50,053 SH   SOLE   50,053 0 0
ZOETIS INC CL A 98978V103 734 4,434 SH   SOLE   4,434 0 0