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
ABERCROMBIE & FITCH CO COM 002896207 5,917 339,492 SH   SOLE   256,872 0 82,620
ADVANCED ENERGY INDUSTRIES, INC. COM 007973100 7,500 111,140 SH   SOLE   53,208 0 57,932
AECOM COM 00766T100 6,124 164,850 SH   SOLE   124,699 0 40,151
AMEREN CORPORATION COM 023608102 3,045 51,620 SH   SOLE   39,030 0 12,590
AMERISAFE INC COM 03071H100 10,290 167,049 SH   SOLE   80,074 0 86,975
ANDEAVOR COM 03349M105 7,535 65,900 SH   SOLE   49,840 0 16,060
ANTHEM INC COM 036752103 9,607 42,697 SH   SOLE   32,297 0 10,400
ARROW ELECTRONICS, INC. COM 042735100 5,466 67,982 SH   SOLE   51,405 0 16,577
ATLAS AIR WORLDWIDE HOLDINGS, INC. COM 049164205 13,128 223,840 SH   SOLE   107,244 0 116,596
AUTONATION, INC. COM 05329W102 4,903 95,528 SH   SOLE   72,266 0 23,262
BANC OF CALIFORNIA INC COM 05990K106 12,480 604,344 SH   SOLE   289,517 0 314,827
BED BATH & BEYOND COM 075896100 6,055 275,350 SH   SOLE   208,260 0 67,090
BELDEN INC. COM 077454106 8,290 107,427 SH   SOLE   51,524 0 55,903
BENCHMARK ELECTRONICS, INC. COM 08160H101 9,864 338,977 SH   SOLE   162,752 0 176,225
BOSTON BEER CO INC COM 100557107 10,550 55,208 SH   SOLE   26,453 0 28,755
CAPITAL ONE FINANCIAL CORPORATION COM 14040H105 6,294 63,210 SH   SOLE   47,790 0 15,420
CAPSTEAD MORTGAGE CORPORATION REIT 14067E506 5,855 676,902 SH   SOLE   324,212 0 352,690
CATHAY GENERAL BCP COM 149150104 6,282 148,980 SH   SOLE   112,690 0 36,290
CELANESE CORPORATION COM 150870103 6,912 64,550 SH   SOLE   48,840 0 15,710
CHICOS FAS INC COM 168615102 6,527 740,000 SH   SOLE   559,902 0 180,098
CHILDREN'S PLACE INC COM 168905107 9,011 61,992 SH   SOLE   29,692 0 32,300
CIGNA CORPORATION COM 125509109 9,411 46,340 SH   SOLE   35,040 0 11,300
CIRRUS LOGIC, INC. COM 172755100 12,216 235,555 SH   SOLE   112,840 0 122,715
COLUMBIA BANKING SYSTEM, INC. COM 197236102 11,763 270,791 SH   SOLE   129,725 0 141,066
CONSTELLATION BRANDS, INC. COM 21036P108 4,372 19,128 SH   SOLE   14,469 0 4,659
CONVERGYS CORPORATION COM 212485106 4,313 183,530 SH   SOLE   138,810 0 44,720
CORNING INCORPORATED COM 219350105 5,512 172,300 SH   SOLE   130,330 0 41,970
CSG SYSTEMS INTERNATIONAL INC. COM 126349109 9,759 222,711 SH   SOLE   106,701 0 116,010
DEAN FOODS CO COM 242370203 8,402 726,800 SH   SOLE   348,180 0 378,620
DECKERS OUTDOOR CORPORATION COM 243537107 13,432 167,371 SH   SOLE   80,167 0 87,204
DIAMONDROCK HOSPITALITY COMPANY REIT 252784301 9,857 873,069 SH   SOLE   418,199 0 454,870
DICK'S SPORTING GOODS, INC. COM 253393102 5,989 208,390 SH   SOLE   157,650 0 50,740
DIEBOLD NIXDORF INCORPORATED COM 253651103 9,723 594,662 SH   SOLE   282,611 0 312,051
DISCOVER FINANCIAL SERVICES COM 254709108 8,842 114,950 SH   SOLE   86,940 0 28,010
DSW INC COM 23334L102 5,701 266,280 SH   SOLE   201,450 0 64,830
DYCOM INDUSTRIES INC. COM 267475101 7,827 70,243 SH   SOLE   33,656 0 36,587
EAST WEST BANCORP INC COM 27579R104 7,090 116,550 SH   SOLE   88,160 0 28,390
ELECTRONICS FOR IMAGING COM 286082102 11,851 401,305 SH   SOLE   192,219 0 209,086
ENCORE CAPITAL GROUP INC. COM 292554102 15,938 378,568 SH   SOLE   181,358 0 197,210
ENERSYS COM 29275Y102 9,368 134,546 SH   SOLE   64,452 0 70,094
FERRO CORPORATION COM 315405100 10,345 438,543 SH   SOLE   210,061 0 228,482
FIFTH THIRD BANCORP COM 316773100 6,032 198,800 SH   SOLE   150,370 0 48,430
FIRST AMERICAN FINANCIAL CORPORATION COM 31847R102 6,103 108,906 SH   SOLE   82,366 0 26,540
FULTON FINANCIAL CORPORATION COM 360271100 6,688 373,630 SH   SOLE   282,620 0 91,010
GATX CORPORATION COM 361448103 7,637 122,855 SH   SOLE   58,850 0 64,005
GENESCO INC COM 371532102 12,816 394,336 SH   SOLE   188,864 0 205,472
GENTEX CORP COM 371901109 6,137 292,950 SH   SOLE   221,580 0 71,370
GREEN DOT CORP COM 39304D102 17,104 283,841 SH   SOLE   135,249 0 148,592
GROUP 1 AUTOMOTIVE, INC. COM 398905109 8,583 120,938 SH   SOLE   57,930 0 63,008
GUESS INC COM 401617105 5,275 312,514 SH   SOLE   236,444 0 76,070
HMS HOLDINGS CORP COM 40425J101 9,621 567,622 SH   SOLE   271,912 0 295,710
HOLLYFRONTIER CORPORATION COM 436106108 8,007 156,320 SH   SOLE   118,240 0 38,080
HOPE BANCORP INC COM 43940T109 8,939 489,826 SH   SOLE   234,609 0 255,217
HOST HOTELS & RESORTS INC REIT 44107P104 5,278 265,900 SH   SOLE   201,110 0 64,790
HUMANA INC. COM 444859102 6,317 25,466 SH   SOLE   19,250 0 6,216
IBERIABANK CORP COM 450828108 6,953 89,718 SH   SOLE   43,004 0 46,714
ICONIX BRAND GROUP INC COM 451055107 2,690 2,084,928 SH   SOLE   998,527 0 1,086,401
INTEGER HOLDINGS CORPORATION COM 45826H109 11,869 262,009 SH   SOLE   125,489 0 136,520
ITRON, INC. COM 465741106 9,043 132,597 SH   SOLE   63,499 0 69,098
J2 GLOBAL, INC. COM 48123V102 7,195 95,891 SH   SOLE   45,907 0 49,984
JABIL INC COM 466313103 5,863 223,370 SH   SOLE   169,000 0 54,370
JETBLUE AIRWAYS CORPORATION COM 477143101 9,374 419,590 SH   SOLE   317,370 0 102,220
JUNIPER NETWORKS COM 48203R104 6,666 233,880 SH   SOLE   176,970 0 56,910
KEYCORP COM 493267108 6,977 345,920 SH   SOLE   261,660 0 84,260
LA-Z-BOY INC COM 505336107 10,345 331,562 SH   SOLE   158,796 0 172,766
LABORATORY CORP OF AMERICA HOLDINGS COM 50540R409 4,768 29,890 SH   SOLE   22,630 0 7,260
LEAR CORPORATION COM 521865204 6,651 37,650 SH   SOLE   28,470 0 9,180
LIFEPOINT HEALTH, INC COM 53219L109 10,248 205,780 SH   SOLE   97,754 0 108,026
LINCOLN NATIONAL CORPORATION COM 534187109 8,187 106,503 SH   SOLE   80,577 0 25,926
LITHIA MOTORS INCORPORATED COM 536797103 11,720 103,181 SH   SOLE   49,472 0 53,709
M&T BANK CORPORATION COM 55261F104 6,243 36,510 SH   SOLE   27,610 0 8,900
MACY'S, INC. COM 55616P104 7,513 298,270 SH   SOLE   225,680 0 72,590
MAGELLAN HEALTH INC COM 559079207 14,869 154,001 SH   SOLE   73,731 0 80,270
MATRIX SERVICE CO COM 576853105 16,256 913,271 SH   SOLE   437,236 0 476,035
OPKO HEALTH, INC. COM 68375N103 2,975 607,102 SH   SOLE   291,226 0 315,876
OWENS & MINOR INC COM 690732102 8,379 443,814 SH   SOLE   212,562 0 231,252
PACWEST BANCORP COM 695263103 7,465 148,123 SH   SOLE   71,009 0 77,114
PENNYMAC MORTGAGE INVESTMENT TRUST REIT 70931T103 5,837 363,193 SH   SOLE   174,194 0 188,999
PERKINELMER, INC. COM 714046109 4,963 67,880 SH   SOLE   51,350 0 16,530
PNM RESOURCES INC. COM 69349H107 6,517 161,110 SH   SOLE   77,356 0 83,754
PROASSURANCE CORPORATION COM 74267C106 4,491 78,580 SH   SOLE   37,780 0 40,800
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED COM 744573106 5,290 102,720 SH   SOLE   77,680 0 25,040
QUALITY SYSTEMS COM 747582104 7,716 568,176 SH   SOLE   272,630 0 295,546
QUANTA SERVICES, INC. COM 74762E102 7,763 198,490 SH   SOLE   150,120 0 48,370
RALPH LAUREN CORPORATION COM 751212101 6,761 65,200 SH   SOLE   49,310 0 15,890
RAYMOND JAMES FINANCIAL INC. COM 754730109 7,389 82,740 SH   SOLE   62,560 0 20,180
RAYTHEON COMPANY COM 755111507 6,969 37,100 SH   SOLE   28,060 0 9,040
RED ROBIN GOURMET BURGERS INC. COM 75689M101 8,938 158,467 SH   SOLE   75,882 0 82,585
REGIONS FINANCIAL CORPORATION COM 7591EP100 7,543 436,500 SH   SOLE   330,190 0 106,310
RELIANCE STEEL & ALUMINUM CO. COM 759509102 5,439 63,400 SH   SOLE   47,960 0 15,440
SABRA HEALTH CARE REIT, INC. REIT 78573L106 7,170 382,012 SH   SOLE   182,993 0 199,019
SCANSOURCE INC COM 806037107 7,827 218,639 SH   SOLE   104,070 0 114,569
SELECT MEDICAL HOLDINGS CORPORATION COM 81619Q105 10,216 578,827 SH   SOLE   277,285 0 301,542
SELECTIVE INSURANCE GROUP INC. COM 816300107 13,184 224,600 SH   SOLE   107,602 0 116,998
SEMPRA ENERGY COM 816851109 3,053 28,550 SH   SOLE   21,580 0 6,970
SKYWORKS SOLUTIONS, INC. COM 83088M102 7,802 82,170 SH   SOLE   62,150 0 20,020
SOUTHWEST AIRLINES CO. COM 844741108 11,418 174,460 SH   SOLE   131,940 0 42,520
STANLEY BLACK & DECKER, INC. COM 854502101 5,454 32,140 SH   SOLE   24,300 0 7,840
STEEL DYNAMICS, INC. COM 858119100 7,263 168,398 SH   SOLE   127,358 0 41,040
STERICYCLE, INC. COM 858912108 6,316 92,890 SH   SOLE   70,280 0 22,610
STERLING BANCORP DEL COM 85917A100 9,962 404,957 SH   SOLE   193,966 0 210,991
STIFEL FINANCIAL CORPORATION COM 860630102 6,790 114,000 SH   SOLE   86,220 0 27,780
SYKES ENTERPRISES COM 871237103 9,082 288,765 SH   SOLE   138,341 0 150,424
SYNAPTICS INCORPORATED COM 87157D109 10,538 263,855 SH   SOLE   126,385 0 137,470
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 6,963 778,868 SH   SOLE   372,378 0 406,490
SYNOPSYS INC COM 871607107 5,562 65,249 SH   SOLE   49,361 0 15,888
TAPESTRY INC COM 876030107 5,719 129,300 SH   SOLE   97,780 0 31,520
TCF FINANCIAL CORPORATION COM 872275102 5,555 270,992 SH   SOLE   204,986 0 66,006
TELEDYNE TECHNOLOGIES INC COM 879360105 11,745 64,835 SH   SOLE   31,121 0 33,714
TETRA TECH INC COM 88162G103 8,155 169,368 SH   SOLE   81,151 0 88,217
THE GOODYEAR TIRE & RUBBER COMPANY COM 382550101 5,647 174,780 SH   SOLE   132,230 0 42,550
THE GREENBRIER COMPANIES, INC. COM 393657101 9,345 175,324 SH   SOLE   84,024 0 91,300
TIVO CORPORATION COM 88870P106 17,705 1,134,945 SH   SOLE   542,815 0 592,130
TOTAL SYSTEM SERVICES, INC. COM 891906109 7,047 89,100 SH   SOLE   67,390 0 21,710
TOWER INTL INC COM 891826109 10,786 353,076 SH   SOLE   169,143 0 183,933
TRINITY INDUSTRIES, INC. COM 896522109 7,255 193,680 SH   SOLE   146,500 0 47,180
TRIUMPH GROUP, INC. COM 896818101 9,760 358,821 SH   SOLE   171,903 0 186,918
ULTRA CLEAN HOLDINGS INC COM 90385V107 17,087 740,027 SH   SOLE   352,765 0 387,262
UNITED BANKSHARES INC COM 909907107 6,100 175,535 SH   SOLE   84,177 0 91,358
VALERO ENERGY CORPORATION COM 91913Y100 6,323 68,800 SH   SOLE   52,030 0 16,770
VISHAY INTERTECHNOLOGY, INC. COM 928298108 5,318 256,270 SH   SOLE   193,897 0 62,373
W.R. BERKLEY CORPORATION COM 084423102 6,066 84,660 SH   SOLE   64,030 0 20,630
WASHINGTON FEDERAL INC COM 938824109 8,891 259,580 SH   SOLE   124,406 0 135,174
WEBSTER FINANCIAL CORPORATION COM 947890109 10,461 186,270 SH   SOLE   89,250 0 97,020
WELLCARE HEALTH PLANS INC COM 94946T106 5,969 29,682 SH   SOLE   22,452 0 7,230
WESTERN DIGITAL CORP. COM 958102105 7,945 99,901 SH   SOLE   75,559 0 24,342
WESTLAKE CHEMICAL CORPORATION COM 960413102 9,510 89,266 SH   SOLE   67,510 0 21,756
WEX INC COM 96208T104 8,634 61,131 SH   SOLE   29,309 0 31,822
WILLIAMS-SONOMA, INC. COM 969904101 5,983 115,720 SH   SOLE   87,380 0 28,340
WORTHINGTON INDUSTRIES, INC. COM 981811102 7,598 172,453 SH   SOLE   82,605 0 89,848
ZIMMER BIOMET HOLDINGS INC COM 98956P102 4,938 40,920 SH   SOLE   30,950 0 9,970