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
ACE LTD. Common Stocks H0023R105 56 500 SH   SOLE   500 0 0
ACTAVIS PLC Common Stocks G0083B108 38,957 130,895 SH   SOLE   113,755 0 17,140
ACUITY BRANDS INC Common Stocks 00508Y102 14,429 85,805 SH   SOLE   84,535 0 1,270
AIR PRODUCTS & CHEMICALS Common Stocks 009158106 76,880 508,195 SH   SOLE   478,430 0 29,765
ALERE INC Common Stocks 01449J105 34,803 711,725 SH   SOLE   643,600 0 68,125
ALLEGION PLC Common Stocks G0176J109 92,325 1,509,315 SH   SOLE   1,407,725 0 101,590
AMBER ROAD INC Common Stocks 02318Y108 7,984 863,164 SH   SOLE   850,414 0 12,750
AMERICAN CAMPUS COMMUNITIES INC Common Stocks 024835100 13,454 313,839 SH   SOLE   283,264 0 30,575
AMERICAN FINL GROUP INC Common Stocks 025932104 45,789 713,779 SH   SOLE   645,009 0 68,770
AMERICAN INTERNATIONAL GROUP Common Stocks 026874784 65,478 1,195,065 SH   SOLE   1,113,945 0 81,120
AMERICAN WATER WORKS Common Stocks 030420103 147,186 2,715,112 SH   SOLE   2,562,270 0 152,842
AMERISOURCEBERGEN CORPORATION Common Stocks 03073E105 142 1,250 SH   SOLE   1,250 0 0
ANADARKO PETROLEUM CORP. Common Stocks 032511107 20,729 250,320 SH   SOLE   201,780 0 48,540
ANALOG DEVICES INC Common Stocks 032654105 36,037 572,008 SH   SOLE   551,325 0 20,683
ANN INC. Common Stocks 035623107 86,398 2,105,739 SH   SOLE   1,921,789 0 183,950
AOL INC Common Stocks 00184X105 128,385 3,241,233 SH   SOLE   3,018,317 0 222,916
APARTMENT INVT & MGMT CO Common Stocks 03748R101 405 10,300 SH   SOLE   10,300 0 0
APPLIED MATERIALS INC Common Stocks 038222105 39,062 1,731,460 SH   SOLE   1,595,470 0 135,990
ARAMARK Common Stocks 03852U106 121,848 3,852,293 SH   SOLE   3,770,820 0 81,473
ASHLAND INC Common Stocks 044209104 48,900 384,104 SH   SOLE   370,375 0 13,729
ATMEL CORPORATION Common Stocks 049513104 7,866 955,750 SH   SOLE   941,650 0 14,100
AUTOMATIC DATA PROCESSING Common Stocks 053015103 2,366 27,630 SH   SOLE   27,195 0 435
AVALONBAY COMMUNITIES INC. Common Stocks 053484101 871 5,000 SH   SOLE   5,000 0 0
AXALTA COATING SYSTEMS, LTD Common Stocks G0750C108 30 1,096 SH   SOLE   0 0 1,096
AXIALL CORP Common Stocks 05463D100 73,608 1,568,130 SH   SOLE   1,450,620 0 117,510
BANK OF AMERICA CORP Common Stocks 060505104 55,558 3,610,005 SH   SOLE   3,297,845 0 312,160
BANK OF HAWAII CORP Common Stocks 062540109 20,869 340,933 SH   SOLE   335,958 0 4,975
BARNES GROUP INC Common Stocks 067806109 18,242 450,526 SH   SOLE   443,901 0 6,625
BAXTER INTERNATIONAL INC Common Stocks 071813109 51 750 SH   SOLE   750 0 0
BELDEN INC Common Stocks 077454106 82,671 883,615 SH   SOLE   807,420 0 76,195
BERKSHIRE HATHAWAY INC CL B Common Stocks 084670702 72 500 SH   SOLE   500 0 0
BIO-TECHNE CORP Common Stocks 09073M104 55,299 551,394 SH   SOLE   498,734 0 52,660
BLOOMIN` BRANDS INC Common Stocks 094235108 105,762 4,346,987 SH   SOLE   4,063,155 0 283,832
BONANZA CREEK ENERGY Common Stocks 097793103 14,835 601,585 SH   SOLE   592,710 0 8,875
BRIGHTCOVE Common Stocks 10921T101 11,995 1,636,455 SH   SOLE   1,610,630 0 25,825
BROADCOM CORP Common Stocks 111320107 51,020 1,178,420 SH   SOLE   1,075,050 0 103,370
BROADRIDGE FINANCIAL SOLUTIONS Common Stocks 11133T103 91,676 1,666,530 SH   SOLE   1,558,380 0 108,150
BRUKER CORP Common Stocks 116794108 14,286 773,458 SH   SOLE   762,108 0 11,350
BRUNSWICK CORP Common Stocks 117043109 15,704 305,230 SH   SOLE   300,730 0 4,500
C&J ENERGY SERVICES LTD Common Stocks G3164Q101 12,082 1,085,570 SH   SOLE   1,069,620 0 15,950
CAMECO CORP Common Stocks 13321L108 44,231 3,175,258 SH   SOLE   3,092,177 0 83,081
CARDINAL HEALTH INC Common Stocks 14149Y108 39,245 434,746 SH   SOLE   419,137 0 15,609
CARLISLE COMPANIES INC Common Stocks 142339100 4,442 47,950 SH   SOLE   47,950 0 0
CATALENT INC Common Stocks 148806102 42,382 1,360,575 SH   SOLE   1,351,950 0 8,625
CBS CORP CLASS B Common Stocks 124857202 77,865 1,284,272 SH   SOLE   1,209,550 0 74,722
CENTRAL PACIFIC FINANCIAL COMPANY Common Stocks 154760409 16,778 730,446 SH   SOLE   719,696 0 10,750
CHARLES SCHWAB Common Stocks 808513105 57,433 1,886,750 SH   SOLE   1,722,060 0 164,690
CHESAPEAKE LODGING TRUST Common Stocks 165240102 10,309 304,725 SH   SOLE   300,275 0 4,450
CHILDREN`S PLACE INC Common Stocks 168905107 16,094 250,729 SH   SOLE   247,029 0 3,700
CHURCHILL DOWNS INC Common Stocks 171484108 25,682 223,380 SH   SOLE   221,105 0 2,275
CIENA CORP Common Stocks 171779309 13,657 707,265 SH   SOLE   696,840 0 10,425
CIGNA CORPORATION Common Stocks 125509109 129 1,000 SH   SOLE   1,000 0 0
CIRCOR INTERNATIONAL Common Stocks 17273K109 13,112 239,716 SH   SOLE   236,241 0 3,475
CITIGROUP INC Common Stocks 172967424 15,783 306,350 SH   SOLE   246,100 0 60,250
CITIZENS FINANCIAL GROUP Common Stocks 174610105 62,813 2,603,119 SH   SOLE   2,428,747 0 174,372
CITY NATIONAL CORPORATION Common Stocks 178566105 24,754 277,880 SH   SOLE   267,750 0 10,130
COCA COLA CO Common Stocks 191216100 324 8,000 SH   SOLE   8,000 0 0
CONAGRA FOODS Common Stocks 205887102 40,840 1,117,985 SH   SOLE   1,077,850 0 40,135
CONMED CORP Common Stocks 207410101 52,647 1,042,714 SH   SOLE   1,034,739 0 7,975
COOPER COMPANIES INC Common Stocks 216648402 66,479 354,708 SH   SOLE   320,803 0 33,905
COOPER TIRE AND RUBBER Common Stocks 216831107 36,416 850,049 SH   SOLE   769,049 0 81,000
CRA INTL INC Common Stocks 12618T105 656 21,079 SH   SOLE   21,079 0 0
CRANE COMPANY Common Stocks 224399105 114 1,825 SH   SOLE   1,825 0 0
CREDICORP LIMITED Common Stocks G2519Y108 225 1,600 SH   SOLE   1,600 0 0
CST BRANDS INC Common Stocks 12646R105 30,838 703,575 SH   SOLE   636,375 0 67,200
DANAHER CORP Common Stocks 235851102 58,650 690,815 SH   SOLE   638,510 0 52,305
DANAOS CORP Common Stocks Y1968P105 32 5,000 SH   SOLE   5,000 0 0
DENNYS CORP Common Stocks 24869P104 13,199 1,157,850 SH   SOLE   1,139,500 0 18,350
DIXIE GROUP INC Common Stocks 255519100 181 20,000 SH   SOLE   20,000 0 0
DOLLAR TREE INC Common Stocks 256746108 105,056 1,294,668 SH   SOLE   1,224,025 0 70,643
E TRADE FINANCIAL CORP Common Stocks 269246401 107,998 3,782,119 SH   SOLE   3,533,087 0 249,032
EAGLE MATERIALS INC Common Stocks 26969P108 63,917 764,920 SH   SOLE   691,870 0 73,050
ENERGEN CORPORATION Common Stocks 29265N108 52,119 789,685 SH   SOLE   714,060 0 75,625
ENPRO INDUSTRIES INC Common Stocks 29355X107 15,256 231,330 SH   SOLE   227,905 0 3,425
EOG RESOURCES INC Common Stocks 26875P101 28,107 306,545 SH   SOLE   301,115 0 5,430
EQT CORPORATION Common Stocks 26884L109 32,550 392,780 SH   SOLE   378,575 0 14,205
EQUINIX INC Common Stocks 29444U700 69,021 296,417 SH   SOLE   276,268 0 20,149
EQUITY RESIDENTIAL Common Stocks 29476L107 1,604 20,600 SH   SOLE   20,600 0 0
EVERSOURCE ENERGY Common Stocks 30040W108 27,156 537,523 SH   SOLE   509,993 0 27,530
EXELIS INC Common Stocks 30162A108 81,110 3,328,272 SH   SOLE   3,092,727 0 235,545
EXXON MOBIL CORPORATION Common Stocks 30231G102 489 5,750 SH   SOLE   550 0 5,200
FAIR ISAAC CORP Common Stocks 303250104 35,410 399,124 SH   SOLE   395,224 0 3,900
FIRST HORIZON NATIONAL CORP Common Stocks 320517105 117,579 8,228,080 SH   SOLE   7,779,480 0 448,600
FIRST MIDWEST BANCORP Common Stocks 320867104 17,550 1,010,375 SH   SOLE   995,550 0 14,825
FLEXSTEEL INDUSTRIES INC Common Stocks 339382103 1,165 37,248 SH   SOLE   37,248 0 0
FMC CORP Common Stocks 302491303 100,013 1,746,948 SH   SOLE   1,651,740 0 95,208
FTI CONSULTING INC Common Stocks 302941109 26,720 713,300 SH   SOLE   702,750 0 10,550
G. WILLI-FOOD INTERNATIONAL Common Stocks M52523103 221 38,700 SH   SOLE   38,700 0 0
GAP INC Common Stocks 364760108 75,484 1,742,062 SH   SOLE   1,655,315 0 86,747
GENERAL ELECTRIC CO Common Stocks 369604103 298 12,000 SH   SOLE   0 0 12,000
GEO GROUP INC Common Stocks 36162J106 59,989 1,371,481 SH   SOLE   1,279,850 0 91,631
GLACIER BANCORP INC Common Stocks 37637Q105 14,401 572,615 SH   SOLE   564,190 0 8,425
GRUPO AVAL ACCIONES Y VALORE ADR Common Stocks 40053W101 247 27,550 SH   SOLE   18,700 0 8,850
HANCOCK HOLDING Common Stocks 410120109 45,596 1,526,992 SH   SOLE   1,411,492 0 115,500
HARTFORD FINANCIAL SERVICES Common Stocks 416515104 92,240 2,205,637 SH   SOLE   2,065,530 0 140,107
HCP INC Common Stocks 40414L109 3,988 92,300 SH   SOLE   92,300 0 0
HEADWATERS INC Common Stocks 42210P102 23,864 1,301,181 SH   SOLE   1,281,906 0 19,275
HONEYWELL INTL INC Common Stocks 438516106 25,212 241,706 SH   SOLE   209,066 0 32,640
HOSPIRA INC Common Stocks 441060100 62,321 709,481 SH   SOLE   687,369 0 22,112
HUBBELL INC CLASS B Common Stocks 443510201 35,974 328,170 SH   SOLE   316,450 0 11,720
HUNTSMAN CORP Common Stocks 447011107 49,892 2,250,448 SH   SOLE   2,034,960 0 215,488
IHS INC Common Stocks 451734107 57,633 506,616 SH   SOLE   488,475 0 18,141
INGRAM MICRO INC Common Stocks 457153104 42,728 1,700,953 SH   SOLE   1,538,678 0 162,275
INPHI CORPORATION Common Stocks 45772F107 9,334 523,525 SH   SOLE   515,825 0 7,700
INTEGRA LIFESCIENCE Common Stocks 457985208 12,387 200,925 SH   SOLE   197,975 0 2,950
INTERFACE INC Common Stocks 458665304 42,249 2,033,145 SH   SOLE   2,019,195 0 13,950
INTERNATIONAL BUSINESS MACHINES Common Stocks 459200101 652 4,065 SH   SOLE   4,065 0 0
INVESCO PLC Common Stocks G491BT108 34,261 863,208 SH   SOLE   832,250 0 30,958
INVESTORS BANCORP INC - NEW Common Stocks 46146L101 16,865 1,439,012 SH   SOLE   1,417,854 0 21,158
ITT CORP Common Stocks 450911201 56,841 1,424,225 SH   SOLE   1,288,425 0 135,800
JAMES RIVER GROUP HOLDINGS INC. Common Stocks G5005R107 17,968 763,600 SH   SOLE   752,375 0 11,225
JM SMUCKER COMPANY Common Stocks 832696405 50,769 438,681 SH   SOLE   422,975 0 15,706
JOHN BEAN TECHNOLOGIES CORP Common Stocks 477839104 16,703 467,615 SH   SOLE   460,740 0 6,875
JOHNSON & JOHNSON Common Stocks 478160104 12 115 SH   SOLE   115 0 0
JP MORGAN CHASE Common Stocks 46625H100 3,692 60,943 SH   SOLE   51,953 0 8,990
KENNEDY-WILSON HOLDINGS INC Common Stocks 489398107 56,415 2,158,200 SH   SOLE   2,144,150 0 14,050
KEY CORP. Common Stocks 493267108 99,679 7,039,492 SH   SOLE   6,534,094 0 505,398
KFORCE INC Common Stocks 493732101 19,735 884,575 SH   SOLE   871,575 0 13,000
KIMCO REALTY CORP Common Stocks 49446R109 824 30,700 SH   SOLE   30,700 0 0
KORN FERRY INTERNATIONAL Common Stocks 500643200 18,024 548,330 SH   SOLE   540,180 0 8,150
KRAFT FOODS GROUP Common Stocks 50076Q106 40,011 459,285 SH   SOLE   431,295 0 27,990
KRISPY KREME DOUGHNUTS INC Common Stocks 501014104 20,325 1,016,775 SH   SOLE   1,001,725 0 15,050
LACLEDE GROUP Common Stocks 505597104 18,478 360,755 SH   SOLE   355,430 0 5,325
LIBERTY BROADBAND CORPORATION Common Stocks 530307107 42,296 748,862 SH   SOLE   721,704 0 27,158
LOWES COMPANIES Common Stocks 548661107 27,662 371,850 SH   SOLE   316,500 0 55,350
MB FINANCIAL INC Common Stocks 55264U108 21,669 692,065 SH   SOLE   681,890 0 10,175
MCGRATH RENTCORP Common Stocks 580589109 15,704 477,187 SH   SOLE   470,187 0 7,000
MEDALLION FINANCIAL CORP Common Stocks 583928106 1,759 190,000 SH   SOLE   190,000 0 0
MICROCHIP TECHNOLOGY INC Common Stocks 595017104 44,103 901,897 SH   SOLE   869,300 0 32,597
MOBILE MINI INC Common Stocks 60740F105 18,247 427,935 SH   SOLE   421,685 0 6,250
MOHAWK INDUSTRIES INC Common Stocks 608190104 62,964 338,973 SH   SOLE   310,856 0 28,117
MONDELEZ INTERNATIONAL INC Common Stocks 609207105 37,022 1,025,830 SH   SOLE   943,090 0 82,740
MOTOROLA SOLUTIONS INC Common Stocks 620076307 74,726 1,120,827 SH   SOLE   1,041,955 0 78,872
MSC INDUSTRIAL DIRECT Common Stocks 553530106 68,572 949,747 SH   SOLE   928,194 0 21,553
NASDAQ OMX GROUP Common Stocks 631103108 49,518 972,092 SH   SOLE   937,213 0 34,879
NATIONAL HEALTH INVESTORS INC Common Stocks 63633D104 3,650 51,400 SH   SOLE   51,400 0 0
NATURES SUNSHINE PRODUCTS Common Stocks 639027101 21 1,600 SH   SOLE   1,600 0 0
NCR CORP Common Stocks 62886E108 112,617 3,816,221 SH   SOLE   3,620,485 0 195,736
NEWELL RUBBERMAID Common Stocks 651229106 38,559 986,928 SH   SOLE   951,201 0 35,727
NIELSEN NV Common Stocks N63218106 53 1,200 SH   SOLE   1,200 0 0
NISOURCE INC Common Stocks 65473P105 139,223 3,152,696 SH   SOLE   3,014,374 0 138,322
NORTHERN TRUST COMPANY Common Stocks 665859104 36,433 523,083 SH   SOLE   504,375 0 18,708
NORTHWESTERN CORP Common Stocks 668074305 18,890 351,175 SH   SOLE   346,075 0 5,100
NOVARTIS AG ADR Common Stocks 66987V109 57,837 586,525 SH   SOLE   545,240 0 41,285
NUANCE COMMUNICATIONS INC Common Stocks 67020Y100 30,227 2,106,422 SH   SOLE   1,905,087 0 201,335
NXP SEMICONDUCTORS NV Common Stocks N6596X109 13,572 135,230 SH   SOLE   109,290 0 25,940
OCCIDENTAL PETROLEUM CORP. Common Stocks 674599105 45,420 622,190 SH   SOLE   578,290 0 43,900
OCEANEERING INTL INC Common Stocks 675232102 51,242 950,151 SH   SOLE   887,675 0 62,476
OIL STATES INTERNATIONAL INC Common Stocks 678026105 48,652 1,223,345 SH   SOLE   1,129,670 0 93,675
OM ASSET MANAGEMENT LTD Common Stocks G67506108 18,398 987,024 SH   SOLE   972,474 0 14,550
ORACLE CORP Common Stocks 68389X105 3,566 82,640 SH   SOLE   69,490 0 13,150
OUTFRONT MEDIA INC Common Stocks 69007J106 82,918 2,771,317 SH   SOLE   2,582,894 0 188,423
PALL CORP Common Stocks 696429307 103,160 1,027,597 SH   SOLE   969,752 0 57,845
PBF ENERGY INC-CLASS A Common Stocks 69318G106 339 10,000 SH   SOLE   10,000 0 0
PEPSICO INC Common Stocks 713448108 2,868 29,995 SH   SOLE   24,605 0 5,390
PERRIGO COMPANY PLC Common Stocks G97822103 61,379 370,760 SH   SOLE   343,240 0 27,520
PFIZER INC. Common Stocks 717081103 68,586 1,971,419 SH   SOLE   1,826,789 0 144,630
POWERSHARES DB US DOLLAR INDEX Common Stocks 73936D107 6,670 257,510 SH   SOLE   257,510 0 0
PRA HEALTH SCIENCES INC. Common Stocks 69354M108 19,790 686,200 SH   SOLE   676,075 0 10,125
PRECISION CASTPARTS CORP Common Stocks 740189105 12,243 58,300 SH   SOLE   46,800 0 11,500
PREMIER INC Common Stocks 74051N102 28,570 760,235 SH   SOLE   749,060 0 11,175
PROCTER & GAMBLE Common Stocks 742718109 23,626 288,332 SH   SOLE   280,470 0 7,862
PROSHARES ULTRASHORT EURO Common Stocks 74347W882 3,504 130,000 SH   SOLE   130,000 0 0
PTC INC Common Stocks 69370C100 203,285 5,620,266 SH   SOLE   5,330,703 0 289,563
PVH CORPORATION Common Stocks 693656100 179,863 1,687,907 SH   SOLE   1,578,238 0 109,669
QIAGEN NV Common Stocks N72482107 62,140 2,465,880 SH   SOLE   2,229,405 0 236,475
QUANTUM CORPORATION Common Stocks 747906204 9,684 6,052,635 SH   SOLE   5,963,785 0 88,850
RBC BEARINGS INC Common Stocks 75524B104 23,178 302,821 SH   SOLE   298,371 0 4,450
RCI HOSPITALITY HOLDINGS Common Stocks 74934Q108 338 32,500 SH   SOLE   32,500 0 0
RED ROBIN GOURMET BURGER Common Stocks 75689M101 39,507 454,100 SH   SOLE   451,150 0 2,950
REGIS CORP Common Stocks 758932107 47,474 2,901,852 SH   SOLE   2,864,652 0 37,200
RENT-A-CENTER INC Common Stocks 76009N100 373 13,600 SH   SOLE   13,600 0 0
RESTAURANT BRANDS INTERNATIONAL Common Stocks 76131D103 36,494 950,130 SH   SOLE   859,405 0 90,725
RPM INTERNATIONAL Common Stocks 749685103 76,854 1,601,455 SH   SOLE   1,448,330 0 153,125
SEMGROUP CORPORATION Common Stocks 81663A105 6,257 76,925 SH   SOLE   76,925 0 0
SKYWEST INC Common Stocks 830879102 2,341 160,236 SH   SOLE   160,236 0 0
SNAP ON INC Common Stocks 833034101 60,623 412,230 SH   SOLE   372,865 0 39,365
SOUTHWEST GAS CORP Common Stocks 844895102 18,240 313,565 SH   SOLE   308,965 0 4,600
ST JUDE MEDICAL CORP Common Stocks 790849103 60,411 923,718 SH   SOLE   841,067 0 82,651
STANDEX INTERNATIONAL CORPORATION Common Stocks 854231107 5,490 66,850 SH   SOLE   65,800 0 1,050
STATE STREET CORP Common Stocks 857477103 492 6,690 SH   SOLE   0 0 6,690
STERIS CORP Common Stocks 859152100 157,166 2,236,598 SH   SOLE   2,131,610 0 104,988
STEVE MADDEN LTD Common Stocks 556269108 51,327 1,350,715 SH   SOLE   1,221,358 0 129,357
STIFEL FINANCIAL CORP Common Stocks 860630102 68,771 1,233,565 SH   SOLE   1,145,040 0 88,525
SUNTRUST BANKS INC. Common Stocks 867914103 124,986 3,041,773 SH   SOLE   2,855,270 0 186,503
SYNOVUS FINANCIAL CORP Common Stocks 87161C501 30,777 1,098,800 SH   SOLE   993,675 0 105,125
TE CONNECTIVITY LTD Common Stocks H84989104 18,633 260,160 SH   SOLE   211,670 0 48,490
THOR INDUSTRIES INC Common Stocks 885160101 3,477 55,000 SH   SOLE   55,000 0 0
TIME INC Common Stocks 887228104 67,708 3,017,275 SH   SOLE   2,728,675 0 288,600
TIMKEN COMPANY Common Stocks 887389104 66,198 1,570,917 SH   SOLE   1,420,542 0 150,375
TJX COMPANIES Common Stocks 872540109 56 800 SH   SOLE   800 0 0
TORCHMARK CORP Common Stocks 891027104 44,683 813,595 SH   SOLE   735,895 0 77,700
TRANSOCEAN INC Common Stocks H8817H100 365 24,900 SH   SOLE   24,900 0 0
TRAVELCENTERS OF AMERICA Common Stocks 894174101 17,667 1,013,025 SH   SOLE   996,925 0 16,100
TREEHOUSE FOODS INC Common Stocks 89469A104 69,530 817,805 SH   SOLE   739,660 0 78,145
TYCO INTERNATIONAL PLC Common Stocks G91442106 116,491 2,705,307 SH   SOLE   2,579,430 0 125,877
UIL HOLDINGS CORP Common Stocks 902748102 42,271 822,068 SH   SOLE   743,071 0 78,997
UMPQUA HOLDINGS CORPORATION Common Stocks 904214103 99,439 5,788,069 SH   SOLE   5,370,559 0 417,510
UNION PACIFIC CORP. Common Stocks 907818108 20,011 184,760 SH   SOLE   149,600 0 35,160
UNITED TECHNOLOGIES CORP Common Stocks 913017109 68,482 584,315 SH   SOLE   543,025 0 41,290
UNUM GROUP Common Stocks 91529Y106 52,672 1,561,581 SH   SOLE   1,505,550 0 56,031
URBAN EDGE PROPERTIES Common Stocks 91704F104 61,376 2,589,725 SH   SOLE   2,396,425 0 193,300
VAIL RESORTS Common Stocks 91879Q109 62,407 603,435 SH   SOLE   557,755 0 45,680
VANTIV INC Common Stocks 92210H105 56,526 1,499,370 SH   SOLE   1,355,895 0 143,475
VENTAS INC Common Stocks 92276F100 3,001 41,100 SH   SOLE   41,100 0 0
VERA BRADLEY INC Common Stocks 92335C106 17,763 1,094,453 SH   SOLE   1,078,303 0 16,150
VERINT SYSTEMS INC Common Stocks 92343X100 143,940 2,324,232 SH   SOLE   2,169,307 0 154,925
VIACOM INC CL B Common Stocks 92553P201 11 162 SH   SOLE   0 0 162
VISA INC Common Stocks 92826C839 5,990 91,575 SH   SOLE   91,575 0 0
VISTEON CORP Common Stocks 92839U206 65,911 683,725 SH   SOLE   624,250 0 59,475
VITAMIN SHOPPE INC. Common Stocks 92849E101 13,363 324,420 SH   SOLE   319,620 0 4,800
VORNADO REALTY TRUST Common Stocks 929042109 1,154 10,300 SH   SOLE   10,300 0 0
VOYA FINANCIAL INC Common Stocks 929089100 87,897 2,038,891 SH   SOLE   1,866,335 0 172,556
VULCAN MATERIALS CO Common Stocks 929160109 67,044 795,299 SH   SOLE   733,545 0 61,754
W.W. GRAINGER INC Common Stocks 384802104 44,437 188,443 SH   SOLE   181,730 0 6,713
WALGREEN BOOTS ALLIANCE INC Common Stocks 931427108 68,018 803,235 SH   SOLE   758,915 0 44,320
WEATHERFORD INTERNATIONAL PLC Common Stocks G48833100 53,888 4,381,126 SH   SOLE   4,162,240 0 218,886
WELLS FARGO & COMPANY Common Stocks 949746101 54 1,000 SH   SOLE   1,000 0 0
WESCO INTERNATIONAL INC Common Stocks 95082P105 61,952 886,426 SH   SOLE   801,431 0 84,995
WHITING PETROLEUM CORP Common Stocks 966387102 37,528 1,214,508 SH   SOLE   1,150,120 0 64,388
WINNEBAGO INDUSTRIES INC. Common Stocks 974637100 14,825 697,325 SH   SOLE   687,050 0 10,275
XYLEM INC Common Stocks 98419M100 48,716 1,391,092 SH   SOLE   1,341,250 0 49,842
ZOETIS INC Common Stocks 98978V103 107,554 2,323,475 SH   SOLE   2,195,583 0 127,892