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
ADVANCE AUTO PARTS INC COM 00751Y106 4,764 28,804 SH   SOLE   28,629 0 175
ADVANCED ENERGY INDS COM 007973100 2,710 47,199 SH   SOLE   47,037 0 162
AERCAP HOLDINGS NV SHS N00985106 169,391 3,093,907 SH   SOLE   3,080,034 0 13,873
AIR LEASE CORP CL A 00912X302 11,509 275,212 SH   SOLE   274,261 0 951
ALAMO GROUP INC COM 011311107 2,400 20,385 SH   SOLE   20,313 0 72
ALASKA AIR GROUP INC COM 011659109 4,459 68,688 SH   SOLE   68,303 0 385
ALPHABET INC CAP STK CL A 02079K305 54,697 44,792 SH   SOLE   43,855 0 937
AMERICAN EXPRESS CO COM 025816109 49,776 420,832 SH   SOLE   411,406 0 9,426
AMERICAN FINL GROUP INC OHIO COM 025932104 5,055 46,875 SH   SOLE   46,616 0 259
AMERICAN HOMES 4 RENT CL A 02665T306 2,375 91,741 SH   SOLE   91,411 0 330
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 3,780 265,080 SH   SOLE   265,080 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 45,991 825,689 SH   SOLE   804,671 0 21,018
AMERICAN WTR WKS CO INC NEW COM 030420103 35,185 283,227 SH   SOLE   276,353 0 6,874
APPLIED MATLS INC COM 038222105 43,646 874,670 SH   SOLE   853,835 0 20,835
AQUA AMERICA INC COM 03836W103 4,823 107,595 SH   SOLE   106,960 0 635
ARCH CAP GROUP LTD ORD G0450A105 5,456 129,960 SH   SOLE   129,212 0 748
ASML HOLDING N V N Y REGISTRY SHS N07059210 112,357 452,285 SH   SOLE   449,132 0 3,153
ATHENEX INC COM 04685N103 917 75,394 SH   SOLE   75,394 0 0
ATMOS ENERGY CORP COM 049560105 5,133 45,070 SH   SOLE   44,809 0 261
AXA EQUITABLE HLDGS INC COM 054561105 8,583 387,319 SH   SOLE   385,958 0 1,361
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 8,009 120,043 SH   SOLE   119,415 0 628
BANKUNITED INC COM 06652K103 4,809 143,045 SH   SOLE   142,242 0 803
BHP GROUP PLC SPONSORED ADR 05545E209 92,428 2,157,516 SH   SOLE   2,142,294 0 15,222
BIOGEN INC COM 09062X103 29,863 128,266 SH   SOLE   125,128 0 3,138
BIOTELEMETRY INC COM 090672106 2,200 54,005 SH   SOLE   53,807 0 198
BOOKING HLDGS INC COM 09857L108 26,639 13,573 SH   SOLE   13,572 0 1
BORGWARNER INC COM 099724106 4,433 120,846 SH   SOLE   120,135 0 711
BRUKER CORP COM 116794108 7,132 162,356 SH   SOLE   161,501 0 855
CABOT CORP COM 127055101 2,667 58,859 SH   SOLE   58,650 0 209
CARTERS INC COM 146229109 2,374 26,026 SH   SOLE   25,936 0 90
CDK GLOBAL INC COM 12508E101 7,029 146,163 SH   SOLE   145,578 0 585
CENTENE CORP DEL COM 15135B101 20,878 482,612 SH   SOLE   472,016 0 10,596
CHEVRON CORP NEW COM 166764100 29,077 245,168 SH   SOLE   239,609 0 5,559
CITIGROUP INC COM NEW 172967424 42,940 621,601 SH   SOLE   606,779 0 14,822
CITIZENS FINL GROUP INC COM 174610105 44,019 1,244,543 SH   SOLE   1,217,028 0 27,515
COMMVAULT SYSTEMS INC COM 204166102 2,050 45,840 SH   SOLE   45,840 0 0
CORTEVA INC COM 22052L104 42,319 1,511,404 SH   SOLE   1,476,345 0 35,059
CORVEL CORP COM 221006109 1,041 13,747 SH   SOLE   13,697 0 50
CUMMINS INC COM 231021106 28,425 174,743 SH   SOLE   170,567 0 4,176
DELEK US HLDGS INC NEW COM 24665A103 2,341 64,479 SH   SOLE   64,246 0 233
DELTA AIR LINES INC DEL COM NEW 247361702 31,730 550,872 SH   SOLE   538,556 0 12,316
DESPEGAR COM CORP ORD SHS G27358103 360 31,777 SH   SOLE   31,777 0 0
DOW INC COM 260557103 38,924 816,876 SH   SOLE   798,508 0 18,368
EAST WEST BANCORP INC COM 27579R104 4,125 93,126 SH   SOLE   92,524 0 602
EBAY INC COM 278642103 219 5,612 SH   SOLE   5,121 0 491
EMERGENT BIOSOLUTIONS INC COM 29089Q105 2,292 43,847 SH   SOLE   43,689 0 158
ENERSYS COM 29275Y102 2,593 39,317 SH   SOLE   39,188 0 129
EURONET WORLDWIDE INC COM 298736109 4,691 32,067 SH   SOLE   31,867 0 200
EXPEDITORS INTL WASH INC COM 302130109 4,945 66,563 SH   SOLE   66,184 0 379
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 5,168 116,381 SH   SOLE   115,781 0 600
FIRST AMERN FINL CORP COM 31847R102 2,588 43,859 SH   SOLE   43,699 0 160
FIRST MIDWEST BANCORP DEL COM 320867104 2,247 115,354 SH   SOLE   114,933 0 421
FORWARD AIR CORP COM 349853101 2,406 37,761 SH   SOLE   37,621 0 140
GILEAD SCIENCES INC COM 375558103 41,394 653,110 SH   SOLE   638,289 0 14,821
HAIN CELESTIAL GROUP INC COM 405217100 2,366 110,185 SH   SOLE   109,804 0 381
HILLTOP HOLDINGS INC COM 432748101 2,394 100,202 SH   SOLE   99,848 0 354
HMS HLDGS CORP COM 40425J101 2,062 59,828 SH   SOLE   59,617 0 211
HOME DEPOT INC COM 437076102 47,246 203,628 SH   SOLE   198,888 0 4,740
HP INC COM 40434L105 43,716 2,310,577 SH   SOLE   2,261,507 0 49,070
HSBC HLDGS PLC SPON ADR NEW 404280406 137,247 3,586,289 SH   SOLE   3,569,188 0 17,101
HUB GROUP INC CL A 443320106 2,768 59,523 SH   SOLE   59,319 0 204
HUBBELL INC COM 443510607 4,819 36,675 SH   SOLE   36,462 0 213
HUDSON PAC PPTYS INC COM 444097109 2,164 64,686 SH   SOLE   64,447 0 239
HUNTINGTON INGALLS INDS INC COM 446413106 4,817 22,743 SH   SOLE   22,619 0 124
ICON PLC SHS G4705A100 454 3,078 SH   SOLE   3,078 0 0
IDACORP INC COM 451107106 2,616 23,222 SH   SOLE   23,135 0 87
INCYTE CORP COM 45337C102 5,897 79,448 SH   SOLE   79,035 0 413
INTERFACE INC COM 458665304 2,382 164,945 SH   SOLE   164,945 0 0
INVESCO EXCHNG TRADED FD TR NATL AMT MUNI 46138E537 1,194 45,000 SH   SOLE   45,000 0 0
INVITATION HOMES INC COM 46187W107 38,271 1,292,505 SH   SOLE   1,263,284 0 29,221
IPG PHOTONICS CORP COM 44980X109 4,718 34,792 SH   SOLE   34,590 0 202
ISHARES TR 1 3 YR TREAS BD 464287457 4,258 50,195 SH   SOLE   50,195 0 0
ISHARES TR AGENCY BOND ETF 464288166 1,857 15,931 SH   SOLE   15,931 0 0
ISHARES TR CORE US AGGBD ET 464287226 894 7,898 SH   SOLE   7,898 0 0
ISHARES TR EAFE GRWTH ETF 464288885 899 11,169 SH   SOLE   11,169 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,452 27,082 SH   SOLE   27,082 0 0
ISHARES TR MSCI ACWI ETF 464288257 400 5,424 SH   SOLE   5,424 0 0
ISHARES TR MSCI EAFE ETF 464287465 17,737 271,994 SH   SOLE   270,364 0 1,630
ISHARES TR RUS 1000 GRW ETF 464287614 224 1,404 SH   SOLE   1,404 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 5,360 41,789 SH   SOLE   39,612 0 2,177
ISHARES TR U.S. REAL ES ETF 464287739 479 5,116 SH   SOLE   5,116 0 0
JOHNSON & JOHNSON COM 478160104 39,654 306,491 SH   SOLE   300,043 0 6,448
JPMORGAN CHASE & CO COM 46625H100 297 2,521 SH   SOLE   2,521 0 0
KKR & CO INC CL A 48251W104 44,217 1,646,831 SH   SOLE   1,606,520 0 40,311
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 4,994 137,562 SH   SOLE   136,737 0 825
LAZARD LTD SHS A G54050102 353 10,079 SH   SOLE   10,079 0 0
LEIDOS HLDGS INC COM 525327102 5,254 61,180 SH   SOLE   60,804 0 376
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 3,762 197,560 SH   SOLE   197,560 0 0
LINCOLN ELEC HLDGS INC COM 533900106 4,777 55,059 SH   SOLE   54,756 0 303
LIVANOVA PLC SHS G5509L101 445 6,036 SH   SOLE   6,036 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 93,355 35,361,790 SH   SOLE   35,114,079 0 247,711
MANPOWERGROUP INC COM 56418H100 2,183 25,918 SH   SOLE   25,831 0 87
MARCUS & MILLICHAP INC COM 566324109 2,459 69,298 SH   SOLE   69,028 0 270
MASCO CORP COM 574599106 4,034 96,795 SH   SOLE   96,249 0 546
MAXIMUS INC COM 577933104 4,788 61,973 SH   SOLE   61,589 0 384
MEDTRONIC PLC SHS G5960L103 47,700 439,144 SH   SOLE   428,565 0 10,579
MOLSON COORS BREWING CO CL B 60871R209 432 7,516 SH   SOLE   7,304 0 212
MUELLER WTR PRODS INC COM SER A 624758108 2,596 230,934 SH   SOLE   230,065 0 869
NEVRO CORP COM 64157F103 1,176 13,678 SH   SOLE   13,629 0 49
NUTRIEN LTD COM 67077M108 137,654 2,759,706 SH   SOLE   2,747,025 0 12,681
NV5 GLOBAL INC COM 62945V109 2,348 34,386 SH   SOLE   34,263 0 123
NVENT ELECTRIC PLC SHS G6700G107 2,336 105,969 SH   SOLE   105,578 0 391
NXP SEMICONDUCTORS N V COM N6596X109 178,284 1,633,838 SH   SOLE   1,626,598 0 7,240
ON SEMICONDUCTOR CORP COM 682189105 8,352 434,761 SH   SOLE   433,329 0 1,432
ORION ENGINEERED CARBONS S A COM L72967109 1,952 116,826 SH   SOLE   116,826 0 0
PACWEST BANCORP DEL COM 695263103 4,158 114,410 SH   SOLE   113,697 0 713
PARSONS CORPORATION COM 70202L102 2,241 67,964 SH   SOLE   67,724 0 240
PENSKE AUTOMOTIVE GRP INC COM 70959W103 8,039 170,040 SH   SOLE   169,245 0 795
PGT INNOVATIONS INC COM 69336V101 2,788 161,433 SH   SOLE   160,857 0 576
PHILIP MORRIS INTL INC COM 718172109 411 5,409 SH   SOLE   5,409 0 0
PIMCO ETF TR INV GRD CRP BD 72201R817 549 5,000 SH   SOLE   5,000 0 0
PNM RES INC COM 69349H107 2,409 46,264 SH   SOLE   46,081 0 183
PRINCIPAL FINL GROUP INC COM 74251V102 42,112 737,003 SH   SOLE   719,386 0 17,617
PVH CORP COM 693656100 3,846 43,586 SH   SOLE   43,295 0 291
QIAGEN NV SHS NEW N72482123 4,810 145,895 SH   SOLE   145,057 0 838
QORVO INC COM 74736K101 4,929 66,486 SH   SOLE   66,149 0 337
QUALCOMM INC COM 747525103 47,683 625,103 SH   SOLE   611,071 0 14,032
RAMBUS INC DEL COM 750917106 2,524 192,333 SH   SOLE   191,509 0 824
RAYTHEON CO COM NEW 755111507 46,124 235,100 SH   SOLE   229,671 0 5,429
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,612 13,501 SH   SOLE   13,454 0 47
RITCHIE BROS AUCTIONEERS COM 767744105 2,376 59,553 SH   SOLE   59,345 0 208
ROCKWELL AUTOMATION INC COM 773903109 44,017 267,092 SH   SOLE   260,913 0 6,179
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 206,102 3,502,155 SH   SOLE   3,485,539 0 16,616
SABRE CORP COM 78573M104 7,476 333,808 SH   SOLE   332,608 0 1,200
SAP SE SPON ADR 803054204 140,563 1,192,526 SH   SOLE   1,184,227 0 8,299
SCIENCE APPLICATNS INTL CP N COM 808625107 2,387 27,327 SH   SOLE   27,231 0 96
SKYWORKS SOLUTIONS INC COM 83088M102 45,851 578,559 SH   SOLE   565,936 0 12,623
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 168,323 3,497,253 SH   SOLE   3,481,839 0 15,414
SMUCKER J M CO COM NEW 832696405 6,147 55,869 SH   SOLE   55,581 0 288
STANLEY BLACK & DECKER INC COM 854502101 28,570 197,839 SH   SOLE   193,103 0 4,736
TCF FINANCIAL CORPORATION NE COM 872307103 2,322 60,998 SH   SOLE   60,783 0 215
TELEPHONE & DATA SYS INC COM NEW 879433829 2,368 91,771 SH   SOLE   91,445 0 326
THE CHARLES SCHWAB CORPORATI COM 808513105 41,574 993,888 SH   SOLE   971,543 0 22,345
TORO CO COM 891092108 5,090 69,442 SH   SOLE   69,065 0 377
TREEHOUSE FOODS INC COM 89469A104 4,760 85,848 SH   SOLE   85,377 0 471
TWITTER INC COM 90184L102 32,973 800,312 SH   SOLE   783,031 0 17,281
UMPQUA HLDGS CORP COM 904214103 2,317 140,789 SH   SOLE   140,273 0 516
UNITED BANKSHARES INC WEST V COM 909907107 2,350 62,063 SH   SOLE   61,841 0 222
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,434 85,853 SH   SOLE   85,537 0 316
UNITED PARCEL SERVICE INC CL B 911312106 31,480 262,726 SH   SOLE   256,709 0 6,017
VERIZON COMMUNICATIONS INC COM 92343V104 46,093 763,641 SH   SOLE   746,777 0 16,864
VIASAT INC COM 92552V100 2,176 28,894 SH   SOLE   28,790 0 104
VISHAY INTERTECHNOLOGY INC COM 928298108 2,491 147,137 SH   SOLE   146,609 0 528
WELLS FARGO CO NEW COM 949746101 43,428 860,977 SH   SOLE   841,580 0 19,397
WESTLAKE CHEM CORP COM 960413102 7,383 112,686 SH   SOLE   112,282 0 404
YELP INC CL A 985817105 4,871 140,176 SH   SOLE   139,945 0 231
ZAI LAB LTD ADR 98887Q104 456 14,104 SH   SOLE   14,104 0 0
ZIONS BANCORPORATION N A COM 989701107 4,365 98,044 SH   SOLE   97,443 0 601