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 5,274 217,826 SH   SOLE   164,146 0 53,680
ADVANCED ENERGY INDUSTRIES, INC. COM 007973100 6,964 108,990 SH   SOLE   51,738 0 57,252
AECOM COM 00766T100 5,808 163,010 SH   SOLE   122,919 0 40,091
AMEREN CORPORATION COM 023608102 2,892 51,070 SH   SOLE   38,500 0 12,570
AMERISAFE INC COM 03071H100 9,048 163,759 SH   SOLE   77,834 0 85,925
ANDEAVOR COM 03349M105 6,554 65,170 SH   SOLE   49,140 0 16,030
ANTHEM INC COM 036752103 9,273 42,207 SH   SOLE   31,837 0 10,370
ARCBEST CORPORATION COM 03937C105 6,132 191,339 SH   SOLE   90,833 0 100,506
ARROW ELECTRONICS, INC. COM 042735100 5,177 67,212 SH   SOLE   50,675 0 16,537
ATLAS AIR WORLDWIDE HOLDINGS, INC. COM 049164205 13,266 219,450 SH   SOLE   104,254 0 115,196
AUTONATION, INC. COM 05329W102 5,397 115,378 SH   SOLE   86,946 0 28,432
BANC OF CALIFORNIA INC COM 05990K106 11,436 592,524 SH   SOLE   281,467 0 311,057
BED BATH & BEYOND COM 075896100 6,177 294,300 SH   SOLE   221,810 0 72,490
BELDEN INC. COM 077454106 7,261 105,327 SH   SOLE   50,104 0 55,223
BENCHMARK ELECTRONICS, INC. COM 08160H101 9,921 332,367 SH   SOLE   158,252 0 174,115
BOSTON BEER CO INC COM 100557107 8,864 46,888 SH   SOLE   22,283 0 24,605
CAPITAL ONE FINANCIAL CORPORATION COM 14040H105 5,988 62,490 SH   SOLE   47,110 0 15,380
CAPSTEAD MORTGAGE CORPORATION REIT 14067E506 5,741 663,642 SH   SOLE   315,182 0 348,460
CATHAY GENERAL BANCORP COM 149150104 5,890 147,330 SH   SOLE   111,090 0 36,240
CELANESE CORPORATION COM 150870103 6,403 63,900 SH   SOLE   48,170 0 15,730
CHICOS FAS INC COM 168615102 6,013 665,130 SH   SOLE   501,232 0 163,898
CHILDREN'S PLACE INC COM 168905107 8,219 60,772 SH   SOLE   28,862 0 31,910
CIGNA CORPORATION COM 125509109 7,688 45,830 SH   SOLE   34,550 0 11,280
CIRRUS LOGIC, INC. COM 172755100 9,383 230,935 SH   SOLE   109,700 0 121,235
COLUMBIA BANKING SYSTEM, INC. COM 197236102 11,137 265,471 SH   SOLE   126,095 0 139,376
CONSTELLATION BRANDS, INC. COM 21036P108 4,316 18,938 SH   SOLE   14,279 0 4,659
CONVERGYS CORPORATION COM 212485106 4,105 181,490 SH   SOLE   136,840 0 44,650
CORNING INCORPORATED COM 219350105 4,750 170,380 SH   SOLE   128,470 0 41,910
CSG SYSTEMS INTERNATIONAL INC. COM 126349109 9,889 218,351 SH   SOLE   103,731 0 114,620
DEAN FOODS CO COM 242370203 6,916 802,300 SH   SOLE   380,980 0 421,320
DECKERS OUTDOOR CORPORATION COM 243537107 12,351 137,191 SH   SOLE   65,137 0 72,054
DIAMONDROCK HOSPITALITY COMPANY REIT 252784301 8,936 855,959 SH   SOLE   406,529 0 449,430
DICK'S SPORTING GOODS, INC. COM 253393102 6,406 182,770 SH   SOLE   137,770 0 45,000
DIEBOLD NIXDORF INCORPORATED COM 253651103 9,049 587,582 SH   SOLE   279,271 0 308,311
DISCOVER FINANCIAL SERVICES COM 254709108 8,176 113,660 SH   SOLE   85,700 0 27,960
DSW INC COM 23334L102 6,518 290,210 SH   SOLE   218,750 0 71,460
DYCOM INDUSTRIES INC. COM 267475101 7,412 68,863 SH   SOLE   32,716 0 36,147
EAST WEST BANCORP INC COM 27579R104 7,208 115,260 SH   SOLE   86,910 0 28,350
ELECTRONICS FOR IMAGING COM 286082102 10,920 399,565 SH   SOLE   189,779 0 209,786
ENCORE CAPITAL GROUP INC. COM 292554102 16,775 371,138 SH   SOLE   176,288 0 194,850
ENERSYS COM 29275Y102 9,150 131,906 SH   SOLE   62,662 0 69,244
FERRO CORPORATION COM 315405100 9,984 429,953 SH   SOLE   204,211 0 225,742
FIFTH THIRD BANCORP COM 316773100 6,241 196,580 SH   SOLE   148,220 0 48,360
FIRST AMERICAN FINANCIAL CORPORATION COM 31847R102 6,320 107,696 SH   SOLE   81,206 0 26,490
FULTON FINANCIAL CORPORATION COM 360271100 6,558 369,480 SH   SOLE   278,620 0 90,860
GATX CORPORATION COM 361448103 8,249 120,445 SH   SOLE   57,210 0 63,235
GENESCO INC COM 371532102 11,636 286,602 SH   SOLE   136,080 0 150,522
GENTEX CORP COM 371901109 6,669 289,690 SH   SOLE   218,440 0 71,250
GREEN DOT CORP COM 39304D102 17,353 270,464 SH   SOLE   128,432 0 142,032
GROUP 1 AUTOMOTIVE, INC. COM 398905109 8,178 125,158 SH   SOLE   59,410 0 65,748
GUESS INC COM 401617105 4,215 203,224 SH   SOLE   153,174 0 50,050
HMS HOLDINGS CORP COM 40425J101 9,371 556,482 SH   SOLE   264,322 0 292,160
HOLLYFRONTIER CORPORATION COM 436106108 7,553 154,590 SH   SOLE   116,560 0 38,030
HOPE BANCORP INC COM 43940T109 8,735 480,216 SH   SOLE   228,069 0 252,147
HOST HOTELS & RESORTS INC REIT 44107P104 5,983 320,960 SH   SOLE   241,880 0 79,080
HUMANA INC. COM 444859102 6,763 25,156 SH   SOLE   18,960 0 6,196
IBERIABANK CORP COM 450828108 6,862 87,978 SH   SOLE   41,824 0 46,154
ICONIX BRAND GROUP INC COM 451055107 2,269 2,043,988 SH   SOLE   970,667 0 1,073,321
INTEGER HOLDINGS CORPORATION COM 45826H109 12,851 227,249 SH   SOLE   107,869 0 119,380
ITRON, INC. COM 465741106 9,302 130,007 SH   SOLE   61,729 0 68,278
J2 GLOBAL, INC. COM 48123V102 7,421 94,031 SH   SOLE   44,647 0 49,384
JABIL INC COM 466313103 6,355 221,210 SH   SOLE   166,770 0 54,440
JETBLUE AIRWAYS CORPORATION COM 477143101 8,432 414,940 SH   SOLE   312,870 0 102,070
JUNIPER NETWORKS COM 48203R104 6,144 252,545 SH   SOLE   190,360 0 62,185
KEYCORP COM 493267108 6,688 342,080 SH   SOLE   257,950 0 84,130
LA-Z-BOY INC COM 505336107 9,736 325,082 SH   SOLE   154,376 0 170,706
LABORATORY CORP OF AMERICA HOLDINGS COM 50540R409 4,791 29,620 SH   SOLE   22,340 0 7,280
LEAR CORPORATION COM 521865204 6,392 34,350 SH   SOLE   25,880 0 8,470
LIFEPOINT HEALTH, INC COM 53219L109 11,248 239,310 SH   SOLE   113,604 0 125,706
LINCOLN NATIONAL CORPORATION COM 534187109 7,704 105,453 SH   SOLE   79,497 0 25,956
LITHIA MOTORS INCORPORATED COM 536797103 10,169 101,161 SH   SOLE   48,102 0 53,059
M&T BANK CORPORATION COM 55261F104 6,654 36,090 SH   SOLE   27,210 0 8,880
MACY'S, INC. COM 55616P104 6,418 215,800 SH   SOLE   162,620 0 53,180
MAGELLAN HEALTH INC COM 559079207 14,521 135,581 SH   SOLE   64,381 0 71,200
MATRIX SERVICE CO COM 576853105 12,259 894,781 SH   SOLE   425,026 0 469,755
OWENS & MINOR INC COM 690732102 9,326 599,732 SH   SOLE   284,640 0 315,092
PACWEST BANCORP COM 695263103 7,193 145,233 SH   SOLE   69,039 0 76,194
PENNYMAC MORTGAGE INVESTMENT TRUST REIT 70931T103 6,914 383,453 SH   SOLE   182,404 0 201,049
PERKINELMER, INC. COM 714046109 5,085 67,150 SH   SOLE   50,630 0 16,520
PNM RESOURCES INC. COM 69349H107 6,042 157,950 SH   SOLE   75,206 0 82,744
PROASSURANCE CORPORATION COM 74267C106 3,740 77,040 SH   SOLE   36,730 0 40,310
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED COM 744573106 5,102 101,560 SH   SOLE   76,570 0 24,990
QUALITY SYSTEMS COM 747582104 8,865 649,433 SH   SOLE   308,347 0 341,086
QUANTA SERVICES, INC. COM 74762E102 6,743 196,290 SH   SOLE   148,000 0 48,290
RALPH LAUREN CORPORATION COM 751212101 6,384 57,100 SH   SOLE   43,040 0 14,060
RAYMOND JAMES FINANCIAL INC. COM 754730109 7,315 81,810 SH   SOLE   61,670 0 20,140
RAYTHEON COMPANY COM 755111507 7,927 36,730 SH   SOLE   27,690 0 9,040
RED ROBIN GOURMET BURGERS INC. COM 75689M101 9,013 155,397 SH   SOLE   73,782 0 81,615
REGIONS FINANCIAL CORPORATION COM 7591EP100 8,020 431,650 SH   SOLE   325,500 0 106,150
RELIANCE STEEL & ALUMINUM CO. COM 759509102 5,378 62,720 SH   SOLE   47,290 0 15,430
SABRA HEALTH CARE REIT, INC. REIT 78573L106 6,610 374,522 SH   SOLE   177,883 0 196,639
SCANSOURCE INC COM 806037107 8,946 251,639 SH   SOLE   119,540 0 132,099
SELECT MEDICAL HOLDINGS CORPORATION COM 81619Q105 9,789 567,467 SH   SOLE   269,555 0 297,912
SELECTIVE INSURANCE GROUP INC. COM 816300107 13,366 220,200 SH   SOLE   104,622 0 115,578
SEMPRA ENERGY COM 816851109 3,138 28,210 SH   SOLE   21,260 0 6,950
SKYWORKS SOLUTIONS, INC. COM 83088M102 8,149 81,280 SH   SOLE   61,280 0 20,000
SOUTHWEST AIRLINES CO. COM 844741108 9,883 172,530 SH   SOLE   130,080 0 42,450
STANLEY BLACK & DECKER, INC. COM 854502101 4,870 31,790 SH   SOLE   23,960 0 7,830
STEEL DYNAMICS, INC. COM 858119100 7,367 166,588 SH   SOLE   125,558 0 41,030
STERICYCLE, INC. COM 858912108 6,867 117,320 SH   SOLE   88,410 0 28,910
STERLING BANCORP DEL COM 85917A100 8,953 397,007 SH   SOLE   188,546 0 208,461
STIFEL FINANCIAL CORPORATION COM 860630102 6,676 112,720 SH   SOLE   84,980 0 27,740
SYKES ENTERPRISES COM 871237103 8,193 283,115 SH   SOLE   134,491 0 148,624
SYNAPTICS INCORPORATED COM 87157D109 11,831 258,705 SH   SOLE   122,875 0 135,830
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 8,056 763,558 SH   SOLE   361,968 0 401,590
SYNOPSYS INC COM 871607107 5,380 64,629 SH   SOLE   48,721 0 15,908
TAPESTRY INC COM 876030107 6,172 117,320 SH   SOLE   88,400 0 28,920
TCF FINANCIAL CORPORATION COM 872275102 6,113 267,992 SH   SOLE   202,086 0 65,906
TELEDYNE TECHNOLOGIES INC COM 879360105 10,329 55,185 SH   SOLE   26,191 0 28,994
TETRA TECH INC COM 88162G103 8,128 166,038 SH   SOLE   78,871 0 87,167
THE GOODYEAR TIRE & RUBBER COMPANY COM 382550101 5,079 191,100 SH   SOLE   144,040 0 47,060
THE GREENBRIER COMPANIES, INC. COM 393657101 8,636 171,864 SH   SOLE   81,674 0 90,190
TIVO CORPORATION COM 88870P106 15,974 1,178,877 SH   SOLE   559,767 0 619,110
TOTAL SYSTEM SERVICES, INC. COM 891906109 7,301 84,640 SH   SOLE   63,830 0 20,810
TOWER INTERNATIONAL INC COM 891826109 9,606 346,156 SH   SOLE   164,423 0 181,733
TRINITY INDUSTRIES, INC. COM 896522109 6,250 191,530 SH   SOLE   144,420 0 47,110
TRIUMPH GROUP, INC. COM 896818101 8,865 351,801 SH   SOLE   167,123 0 184,678
ULTRA CLEAN HOLDINGS INC COM 90385V107 16,699 867,462 SH   SOLE   411,830 0 455,632
UNITED BANKSHARES INC COM 909907107 6,066 172,095 SH   SOLE   81,837 0 90,258
UNITED STATES STEEL CORPORATION COM 912909108 4,269 121,320 SH   SOLE   91,460 0 29,860
VALERO ENERGY CORPORATION COM 91913Y100 6,312 68,040 SH   SOLE   51,300 0 16,740
VISHAY INTERTECHNOLOGY, INC. COM 928298108 6,052 325,380 SH   SOLE   245,287 0 80,093
W.R. BERKLEY CORPORATION COM 084423102 6,086 83,720 SH   SOLE   63,120 0 20,600
WASHINGTON FEDERAL INC COM 938824109 8,805 254,480 SH   SOLE   120,936 0 133,544
WEBSTER FINANCIAL CORPORATION COM 947890109 10,117 182,610 SH   SOLE   86,760 0 95,850
WELLCARE HEALTH PLANS INC COM 94946T106 5,687 29,372 SH   SOLE   22,142 0 7,230
WESTERN DIGITAL CORP. COM 958102105 9,115 98,781 SH   SOLE   74,479 0 24,302
WESTLAKE CHEMICAL CORPORATION COM 960413102 9,810 88,256 SH   SOLE   66,550 0 21,706
WEX INC COM 96208T104 9,388 59,941 SH   SOLE   28,509 0 31,432
WILLIAMS-SONOMA, INC. COM 969904101 6,042 114,510 SH   SOLE   86,160 0 28,350
WORTHINGTON INDUSTRIES, INC. COM 981811102 7,257 169,093 SH   SOLE   80,315 0 88,778
ZIMMER BIOMET HOLDINGS INC COM 98956P102 4,414 40,480 SH   SOLE   30,520 0 9,960