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
AFLAC INC COM 001055102 4,705 57,803 SH   DFND 1 57,803 0 0
AES CORP COM 00130H105 56,899 5,163,213 SH   DFND 1 4,299,098 0 864,115
AARONS INC COM PAR $0.50 002535300 14,782 338,808 SH   DFND 1 261,808 0 77,000
AECOM COM 00766T100 26,701 725,370 SH   DFND 1 601,830 0 123,540
ADVANCED ACCELERATOR APPLIC SPONSORED ADS 00790T100 2,779 41,090 SH   DFND 1 41,090 0 0
AFFILIATED MANAGERS GROUP COM 008252108 99 520 SH   DFND 1 520 0 0
ALBEMARLE CORP COM 012653101 136 1,001 SH   DFND 1 1,001 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 88,478 630,682 SH   DFND 1 526,451 0 104,231
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,015 29,039 SH   DFND 1 29,039 0 0
ALLEGIANT TRAVEL CO COM 01748X102 10,223 77,627 SH   DFND 1 59,887 0 17,740
ALPHABET INC CAP STK CL C 02079K107 165,035 172,071 SH   DFND 1 143,887 0 28,184
ALPHABET INC CAP STK CL A 02079K305 247 254 SH   DFND 1 254 0 0
ALTABA INC COM 021346101 1 1 SH   DFND 1 1 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 15,512 4,432,026 SH   DFND 1 3,404,656 0 1,027,370
AMAZON COM INC COM 023135106 179 186 SH   DFND 1 186 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 67,213 3,095,961 SH   DFND 1 2,542,860 0 553,101
ANADARKO PETE CORP COM 032511107 87 1,780 SH   DFND 1 1,780 0 0
APACHE CORP COM 037411105 59,274 1,294,182 SH   DFND 1 1,077,021 0 217,161
APPLE INC COM 037833100 392 2,541 SH   DFND 1 2,541 0 0
AUTOZONE INC COM 053332102 76,858 129,150 SH   DFND 1 107,720 0 21,430
BALCHEM CORP COM 057665200 15,341 188,723 SH   DFND 1 145,643 0 43,080
BANK N S HALIFAX COM 064149107 15 240 SH   DFND 1 240 0 0
BANKRATE INC DEL COM 06647F102 4,587 328,851 SH   DFND 1 246,792 0 82,059
BENEFICIAL BANCORP INC COM 08171T102 14,936 899,789 SH   DFND 1 693,799 0 205,990
BIOMARIN PHARMACEUTICAL INC COM 09061G101 74 790 SH   DFND 1 790 0 0
BIOGEN INC COM 09062X103 67,224 214,690 SH   DFND 1 178,420 0 36,270
BLACKLINE INC COM 09239B109 20,456 599,520 SH   DFND 1 461,520 0 138,000
BLUE BUFFALO PET PRODS INC COM 09531U102 139 4,913 SH   DFND 1 4,913 0 0
BRIGHTHOUSE FINL INC COM 10922N103 28,016 460,788 SH   DFND 1 386,079 0 74,709
BRISTOL MYERS SQUIBB CO COM 110122108 63,291 992,960 SH   DFND 1 828,280 0 164,680
CBS CORP NEW CL B 124857202 36,960 637,243 SH   DFND 1 532,522 0 104,721
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 57,714 758,400 SH   DFND 1 629,020 0 129,380
CSX CORP COM 126408103 93 1,722 SH   DFND 1 1,722 0 0
CABOT OIL & GAS CORP COM 127097103 38,453 1,437,510 SH   DFND 1 1,186,600 0 250,910
CADENCE BANCORPORATION CL A 12739A100 18,047 787,372 SH   DFND 1 607,102 0 180,270
CANADIAN PAC RY LTD COM 13645T100 3,730 22,199 SH   DFND 1 22,199 0 0
CELGENE CORP COM 151020104 103,722 711,299 SH   DFND 1 595,439 0 115,860
CHEMOURS CO COM 163851108 70 1,389 SH   DFND 1 1,389 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 82 268 SH   DFND 1 268 0 0
CHUYS HLDGS INC COM 171604101 10,254 487,146 SH   DFND 1 375,886 0 111,260
CISCO SYS INC COM 17275R102 86,404 2,569,250 SH   DFND 1 2,151,414 0 417,836
CITIGROUP INC COM NEW 172967424 125,295 1,722,504 SH   DFND 1 1,436,592 0 285,912
CLEARWATER PAPER CORP COM 18538R103 16,802 341,153 SH   DFND 1 263,043 0 78,110
COCA COLA CO COM 191216100 154 3,420 SH   DFND 1 3,420 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 13,907 284,400 SH   DFND 1 219,613 0 64,787
COLGATE PALMOLIVE CO COM 194162103 111 1,524 SH   DFND 1 1,524 0 0
CONSOL ENERGY INC COM 20854P109 43,468 2,566,003 SH   DFND 1 2,143,733 0 422,270
CONTINENTAL BLDG PRODS INC COM 211171103 14,441 555,420 SH   DFND 1 428,420 0 127,000
COTIVITI HLDGS INC COM 22164K101 9,701 269,610 SH   DFND 1 207,610 0 62,000
CUBIC CORP COM 229669106 9,330 182,950 SH   DFND 1 140,950 0 42,000
DELTA AIR LINES INC DEL COM NEW 247361702 66,228 1,373,465 SH   DFND 1 1,140,441 0 233,024
DENTSPLY SIRONA INC COM 24906P109 51 859 SH   DFND 1 859 0 0
DEVON ENERGY CORP NEW COM 25179M103 47,567 1,295,744 SH   DFND 1 1,078,984 0 216,760
DIAGEO P L C SPON ADR NEW 25243Q205 5,297 40,086 SH   DFND 1 40,086 0 0
DISNEY WALT CO COM DISNEY 254687106 143 1,450 SH   DFND 1 1,450 0 0
ENCORE CAP GROUP INC COM 292554102 13,525 305,310 SH   DFND 1 235,310 0 70,000
ENPRO INDS INC COM 29355X107 11,424 141,860 SH   DFND 1 109,620 0 32,240
EVERTEC INC COM 30040P103 8,345 526,504 SH   DFND 1 401,484 0 125,020
EXELON CORP COM 30161N101 86,122 2,286,230 SH   DFND 1 1,910,360 0 375,870
EXTRACTION OIL AND GAS INC COM 30227M105 16,203 1,052,852 SH   DFND 1 810,852 0 242,000
FACEBOOK INC CL A 30303M102 165 965 SH   DFND 1 965 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 23,148 605,168 SH   DFND 1 465,068 0 140,100
FLUOR CORP NEW COM 343412102 36,441 865,571 SH   DFND 1 718,440 0 147,131
FOUNDATION BLDG MATLS INC COM 350392106 12,171 860,723 SH   DFND 1 663,363 0 197,360
GATX CORP COM 361448103 14,461 234,911 SH   DFND 1 180,911 0 54,000
GENTEX CORP COM 371901109 15,018 758,466 SH   DFND 1 584,666 0 173,800
GRAY TELEVISION INC COM 389375106 29,830 1,899,994 SH   DFND 1 1,431,884 0 468,110
HANESBRANDS INC COM 410345102 38,826 1,575,727 SH   DFND 1 1,317,311 0 258,416
HARTFORD FINL SVCS GROUP INC COM 416515104 55,798 1,006,630 SH   DFND 1 839,670 0 166,960
HEALTHSOUTH CORP COM NEW 421924309 15,962 344,372 SH   DFND 1 265,432 0 78,940
HEALTHEQUITY INC COM 42226A107 27,033 534,470 SH   DFND 1 409,660 0 124,810
HEICO CORP NEW COM 422806109 20,886 232,555 SH   DFND 1 173,393 0 59,162
HORIZON GLOBAL CORP COM 44052W104 13,105 742,936 SH   DFND 1 572,936 0 170,000
ICF INTL INC COM 44925C103 17,597 326,181 SH   DFND 1 251,531 0 74,650
INC RESH HLDGS INC CL A 45329R109 8,160 156,018 SH   DFND 1 117,578 0 38,440
INTER PARFUMS INC COM 458334109 9,542 231,328 SH   DFND 1 178,628 0 52,700
INTERCONTINENTAL EXCHANGE IN COM 45866F104 79,005 1,149,998 SH   DFND 1 960,186 0 189,812
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 11,355 720,069 SH   DFND 1 556,349 0 163,720
JPMORGAN CHASE & CO COM 46625H100 170 1,785 SH   DFND 1 1,785 0 0
KERYX BIOPHARMACEUTICALS INC COM 492515101 11,400 1,605,624 SH   DFND 1 1,238,404 0 367,220
KINDER MORGAN INC DEL COM 49456B101 45,911 2,393,690 SH   DFND 1 1,988,190 0 405,500
KINSALE CAP GROUP INC COM 49714P108 15,758 365,028 SH   DFND 1 282,118 0 82,910
LANDSTAR SYS INC COM 515098101 11,585 116,255 SH   DFND 1 87,764 0 28,491
LEGACY TEX FINL GROUP INC COM 52471Y106 25,166 630,399 SH   DFND 1 486,109 0 144,290
LENNOX INTL INC COM 526107107 158 881 SH   DFND 1 881 0 0
LEXICON PHARMACEUTICALS INC COM NEW 528872302 10,763 875,747 SH   DFND 1 675,067 0 200,680
LEXINGTON REALTY TRUST COM 529043101 10,511 1,028,430 SH   DFND 1 792,990 0 235,440
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 16,450 120,820 SH   DFND 1 93,320 0 27,500
LOWES COS INC COM 548661107 65,823 823,399 SH   DFND 1 687,899 0 135,500
MRC GLOBAL INC COM 55345K103 13,434 768,120 SH   DFND 1 593,050 0 175,070
MTS SYS CORP COM 553777103 13,375 250,241 SH   DFND 1 193,901 0 56,340
MAIN STREET CAPITAL CORP COM 56035L104 9,372 235,775 SH   DFND 1 179,677 0 56,098
MANHATTAN ASSOCS INC COM 562750109 9,372 225,441 SH   DFND 1 173,763 0 51,678
MARTEN TRANS LTD COM 573075108 15,750 766,414 SH   DFND 1 591,648 0 174,766
MERCK & CO INC COM 58933Y105 113 1,770 SH   DFND 1 1,770 0 0
METHODE ELECTRS INC COM 591520200 20,683 488,385 SH   DFND 1 375,955 0 112,430
METLIFE INC COM 59156R108 90,029 1,732,993 SH   DFND 1 1,440,068 0 292,925
MICROSOFT CORP COM 594918104 128,653 1,727,113 SH   DFND 1 1,438,893 0 288,220
MOLSON COORS BREWING CO CL B 60871R209 32,168 394,020 SH   DFND 1 328,990 0 65,030
MONDELEZ INTL INC CL A 609207105 58,462 1,437,819 SH   DFND 1 1,198,143 0 239,676
MONRO INC COM 610236101 17,982 320,829 SH   DFND 1 247,029 0 73,800
MURPHY USA INC COM 626755102 22,161 321,175 SH   DFND 1 247,625 0 73,550
NMI HLDGS INC CL A 629209305 17,002 1,371,151 SH   DFND 1 1,057,237 0 313,914
NOVO-NORDISK A S ADR 670100205 2,345 48,700 SH   DFND 1 48,700 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 38,841 180,345 SH   DFND 1 149,230 0 31,115
ONEMAIN HLDGS INC COM 68268W103 22,094 783,749 SH   DFND 1 604,029 0 179,720
ORACLE CORP COM 68389X105 131,698 2,723,855 SH   DFND 1 2,272,296 0 451,559
PNC FINL SVCS GROUP INC COM 693475105 82 610 SH   DFND 1 610 0 0
PNM RES INC COM 69349H107 21,213 526,374 SH   DFND 1 396,934 0 129,440
PENNANTPARK INVT CORP COM 708062104 7,125 948,682 SH   DFND 1 731,638 0 217,044
PEPSICO INC COM 713448108 89 800 SH   DFND 1 800 0 0
PIONEER NAT RES CO COM 723787107 70,040 474,718 SH   DFND 1 395,861 0 78,857
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 40,073 1,832,350 SH   DFND 1 1,521,200 0 311,150
PLANET FITNESS INC CL A 72703H101 13,185 488,691 SH   DFND 1 376,681 0 112,010
PROASSURANCE CORP COM 74267C106 12,989 237,684 SH   DFND 1 183,174 0 54,510
PROCTER AND GAMBLE CO COM 742718109 139 1,526 SH   DFND 1 1,526 0 0
PULTE GROUP INC COM 745867101 66,448 2,431,330 SH   DFND 1 2,019,543 0 411,787
Q2 HLDGS INC COM 74736L109 16,142 387,561 SH   DFND 1 298,841 0 88,720
QUALCOMM INC COM 747525103 67,297 1,298,170 SH   DFND 1 1,078,960 0 219,210
REV GROUP INC COM 749527107 15,342 533,453 SH   DFND 1 411,353 0 122,100
RADIAN GROUP INC COM 750236101 13,949 746,344 SH   DFND 1 576,344 0 170,000
REALOGY HLDGS CORP COM 75605Y106 127,309 3,863,711 SH   DFND 1 3,178,861 0 684,850
RINGCENTRAL INC CL A 76680R206 12,521 299,899 SH   DFND 1 231,269 0 68,630
ROCKWELL COLLINS INC COM 774341101 101 771 SH   DFND 1 771 0 0
ROYAL GOLD INC COM 780287108 61,712 717,248 SH   DFND 1 597,485 0 119,763
RUSH ENTERPRISES INC CL A 781846209 17,259 372,855 SH   DFND 1 287,605 0 85,250
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 3,446 32,688 SH   DFND 1 32,688 0 0
S&P GLOBAL INC COM 78409V104 120 770 SH   DFND 1 770 0 0
SALESFORCE COM INC COM 79466L302 78 840 SH   DFND 1 840 0 0
SAP SE SPON ADR 803054204 25 230 SH   DFND 1 230 0 0
SEMTECH CORP COM 816850101 11,527 306,972 SH   DFND 1 237,222 0 69,750
SERVICE CORP INTL COM 817565104 26,851 778,299 SH   DFND 1 585,469 0 192,830
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 37,333 798,915 SH   DFND 1 662,483 0 136,432
SIGNATURE BK NEW YORK N Y COM 82669G104 81 630 SH   DFND 1 630 0 0
SMART SAND INC COM 83191H107 15,618 2,303,492 SH   DFND 1 1,773,492 0 530,000
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1,426 25,611 SH   DFND 1 25,611 0 0
SPROUTS FMRS MKT INC COM 85208M102 19,040 1,014,397 SH   DFND 1 781,397 0 233,000
STARBUCKS CORP COM 855244109 179 3,342 SH   DFND 1 3,342 0 0
STERICYCLE INC COM 858912108 61,547 859,350 SH   DFND 1 718,540 0 140,810
STORE CAP CORP COM 862121100 17,512 704,160 SH   DFND 1 543,810 0 160,350
SUMMIT HOTEL PPTYS COM 866082100 9,406 588,270 SH   DFND 1 454,500 0 133,770
SUNCOR ENERGY INC NEW COM 867224107 3,265 93,216 SH   DFND 1 93,216 0 0
SYNCHRONY FINL COM 87165B103 120,455 3,879,400 SH   DFND 1 3,229,710 0 649,690
TEAM INC COM 878155100 7,841 587,330 SH   DFND 1 452,330 0 135,000
TESLA INC COM 88160R101 89 260 SH   DFND 1 260 0 0
TIVITY HEALTH INC COM 88870R102 13,182 323,090 SH   DFND 1 249,090 0 74,000
TRANSDIGM GROUP INC COM 893641100 53,234 208,230 SH   DFND 1 173,010 0 35,220
TRIANGLE CAP CORP COM 895848109 14,396 1,008,100 SH   DFND 1 778,964 0 229,136
TRISTATE CAP HLDGS INC COM 89678F100 10,958 478,510 SH   DFND 1 369,850 0 108,660
2U INC COM 90214J101 23,232 414,568 SH   DFND 1 313,518 0 101,050
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 58 1,097 SH   DFND 1 1,097 0 0
UNITED CONTL HLDGS INC COM 910047109 57 930 SH   DFND 1 930 0 0
VALE S A ADR 91912E105 1,769 175,697 SH   DFND 1 175,697 0 0
VEECO INSTRS INC DEL COM 922417100 14,527 678,850 SH   DFND 1 522,720 0 156,130
VERTEX PHARMACEUTICALS INC COM 92532F100 64 420 SH   DFND 1 420 0 0
VIEWRAY INC COM 92672L107 2 400 SH   DFND 1 400 0 0
VISA INC COM CL A 92826C839 125 1,190 SH   DFND 1 1,190 0 0
VOYA FINL INC COM 929089100 40,458 1,014,241 SH   DFND 1 841,382 0 172,859
WNS HOLDINGS LTD SPON ADR 92932M101 20,406 559,067 SH   DFND 1 430,927 0 128,140
WASHINGTON FED INC COM 938824109 23,684 703,827 SH   DFND 1 541,387 0 162,440
WEB COM GROUP INC COM 94733A104 23,418 936,737 SH   DFND 1 722,377 0 214,360
WELLS FARGO CO NEW COM 949746101 118,948 2,156,801 SH   DFND 1 1,793,581 0 363,220
ADIENT PLC ORD SHS G0084W101 77,511 922,862 SH   DFND 1 781,210 0 141,652
ALLERGAN PLC SHS G0177J108 104,055 507,710 SH   DFND 1 424,240 0 83,470
ASSURED GUARANTY LTD COM G0585R106 12,154 321,951 SH   DFND 1 248,931 0 73,020
ICON PLC SHS G4705A100 5,193 45,600 SH   DFND 1 45,600 0 0
IHS MARKIT LTD SHS G47567105 47 1,060 SH   DFND 1 1,060 0 0
JOHNSON CTLS INTL PLC SHS G51502105 63,229 1,569,350 SH   DFND 1 1,312,730 0 256,620
QUOTIENT LTD SHS G73268107 8,243 1,672,034 SH   DFND 1 1,262,744 0 409,290
SIGNET JEWELERS LIMITED SHS G81276100 38,436 577,556 SH   DFND 1 480,674 0 96,882
TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 10,219 595,889 SH   DFND 1 457,889 0 138,000
TRITON INTL LTD CL A G9078F107 12,806 384,787 SH   DFND 1 290,967 0 93,820
VENATOR MATLS PLC SHS G9329Z100 13,299 588,460 SH   DFND 1 454,670 0 133,790
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,747 24,092 SH   DFND 1 24,092 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 11,259 366,140 SH   DFND 1 282,140 0 84,000
ASML HOLDING N V N Y REGISTRY SHS N07059210 225 1,317 SH   DFND 1 1,317 0 0
MYLAN N V SHS EURO N59465109 63,043 2,009,668 SH   DFND 1 1,672,309 0 337,359
BROADCOM LTD SHS Y09827109 2,672 11,016 SH   DFND 1 11,016 0 0