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 4,922 201,076 SH   SOLE   154,506 0 46,570
ADVANCED ENERGY INDUSTRIES, INC. COM 007973100 6,310 108,630 SH   SOLE   51,378 0 57,252
AECOM COM 00766T100 5,277 159,770 SH   SOLE   122,839 0 36,931
AMEREN CORPORATION COM 023608102 3,045 50,040 SH   SOLE   38,460 0 11,580
AMERISAFE INC COM 03071H100 9,425 163,209 SH   SOLE   77,284 0 85,925
ANDEAVOR COM 03349M105 8,020 61,140 SH   SOLE   46,980 0 14,160
ANTHEM INC COM 036752103 9,849 41,377 SH   SOLE   31,817 0 9,560
ARCBEST CORPORATION COM 03937C105 6,443 140,988 SH   SOLE   66,722 0 74,266
ARROW ELECTRONICS, INC. COM 042735100 4,960 65,882 SH   SOLE   50,645 0 15,237
ATLAS AIR WORLDWIDE HOLDINGS, INC. COM 049164205 14,840 206,980 SH   SOLE   97,944 0 109,036
AUTONATION, INC. COM 05329W102 6,063 124,798 SH   SOLE   95,886 0 28,912
BANC OF CALIFORNIA INC COM 05990K106 11,544 590,484 SH   SOLE   279,427 0 311,057
BED BATH & BEYOND COM 075896100 6,115 306,900 SH   SOLE   235,810 0 71,090
BELDEN INC. COM 077454106 6,416 104,977 SH   SOLE   49,754 0 55,223
BENCHMARK ELECTRONICS, INC. COM 08160H101 9,676 331,927 SH   SOLE   157,812 0 174,115
CAPITAL ONE FINANCIAL CORPORATION COM 14040H105 5,630 61,260 SH   SOLE   47,090 0 14,170
CAPSTEAD MORTGAGE CORPORATION REIT 14067E506 5,919 661,392 SH   SOLE   312,932 0 348,460
CATHAY GENERAL BANCORP COM 149150104 5,847 144,410 SH   SOLE   111,020 0 33,390
CELANESE CORPORATION COM 150870103 6,956 62,630 SH   SOLE   48,140 0 14,490
CHICOS FAS INC COM 168615102 5,812 713,990 SH   SOLE   548,652 0 165,338
CHILDREN'S PLACE INC COM 168905107 7,318 60,582 SH   SOLE   28,672 0 31,910
CIGNA CORPORATION COM 125509109 7,632 44,910 SH   SOLE   34,530 0 10,380
CIRRUS LOGIC, INC. COM 172755100 8,821 230,145 SH   SOLE   108,910 0 121,235
COLUMBIA BANKING SYSTEM, INC. COM 197236102 10,821 264,571 SH   SOLE   125,195 0 139,376
CONSTELLATION BRANDS, INC. COM 21036P108 4,062 18,558 SH   SOLE   14,259 0 4,299
CONVERGYS CORPORATION COM 212485106 4,910 200,910 SH   SOLE   154,350 0 46,560
CORNING INCORPORATED COM 219350105 4,594 167,000 SH   SOLE   128,390 0 38,610
CSG SYSTEMS INTERNATIONAL INC. COM 126349109 8,894 217,621 SH   SOLE   103,001 0 114,620
DEAN FOODS CO COM 242370203 8,405 799,720 SH   SOLE   378,400 0 421,320
DECKERS OUTDOOR CORPORATION COM 243537107 12,032 106,581 SH   SOLE   50,437 0 56,144
DIAMONDROCK HOSPITALITY COMPANY REIT 252784301 10,475 853,029 SH   SOLE   403,599 0 449,430
DICK'S SPORTING GOODS, INC. COM 253393102 5,288 150,000 SH   SOLE   115,260 0 34,740
DIEBOLD NIXDORF INCORPORATED COM 253651103 10,001 836,872 SH   SOLE   395,961 0 440,911
DISCOVER FINANCIAL SERVICES COM 254709108 7,843 111,390 SH   SOLE   85,640 0 25,750
DSW INC COM 23334L102 6,205 240,300 SH   SOLE   184,650 0 55,650
DYCOM INDUSTRIES INC. COM 267475101 6,487 68,643 SH   SOLE   32,496 0 36,147
EAST WEST BANCORP INC COM 27579R104 7,365 112,960 SH   SOLE   86,850 0 26,110
ELECTRONICS FOR IMAGING COM 286082102 11,576 355,525 SH   SOLE   168,229 0 187,296
ENCORE CAPITAL GROUP INC. COM 292554102 13,538 369,878 SH   SOLE   175,028 0 194,850
ENERSYS COM 29275Y102 9,811 131,446 SH   SOLE   62,202 0 69,244
FERRO CORPORATION COM 315405100 8,935 428,523 SH   SOLE   202,781 0 225,742
FIFTH THIRD BANCORP COM 316773100 6,418 223,640 SH   SOLE   171,860 0 51,780
FIRST AMERICAN FINANCIAL CORPORATION COM 31847R102 5,460 105,576 SH   SOLE   81,166 0 24,410
FULTON FINANCIAL CORPORATION COM 360271100 5,975 362,130 SH   SOLE   278,440 0 83,690
GATX CORPORATION COM 361448103 7,934 106,885 SH   SOLE   50,570 0 56,315
GENESCO INC COM 371532102 9,415 237,145 SH   SOLE   112,233 0 124,912
GENTEX CORP COM 371901109 6,536 283,930 SH   SOLE   218,300 0 65,630
GREEN DOT CORP COM 39304D102 16,143 219,964 SH   SOLE   104,092 0 115,872
GROUP 1 AUTOMOTIVE, INC. COM 398905109 8,671 137,638 SH   SOLE   65,130 0 72,508
GUESS INC COM 401617105 4,262 199,164 SH   SOLE   153,064 0 46,100
HMS HOLDINGS CORP COM 40425J101 11,405 527,523 SH   SOLE   249,613 0 277,910
HOLLYFRONTIER CORPORATION COM 436106108 7,616 111,290 SH   SOLE   85,520 0 25,770
HOPE BANCORP INC COM 43940T109 8,533 478,576 SH   SOLE   226,429 0 252,147
HOST HOTELS & RESORTS INC REIT 44107P104 6,628 314,550 SH   SOLE   241,700 0 72,850
HUMANA INC. COM 444859102 7,332 24,636 SH   SOLE   18,940 0 5,696
HUNTSMAN CORPORATION COM 447011107 5,014 171,710 SH   SOLE   131,960 0 39,750
IBERIABANK CORP COM 450828108 6,646 87,678 SH   SOLE   41,524 0 46,154
INTEGER HOLDINGS CORPORATION COM 45826H109 14,647 226,559 SH   SOLE   107,179 0 119,380
ITRON, INC. COM 465741106 7,781 129,577 SH   SOLE   61,299 0 68,278
J2 GLOBAL, INC. COM 48123V102 8,117 93,721 SH   SOLE   44,337 0 49,384
JABIL INC COM 466313103 7,133 257,880 SH   SOLE   198,180 0 59,700
JETBLUE AIRWAYS CORPORATION COM 477143101 8,221 433,150 SH   SOLE   332,850 0 100,300
JUNIPER NETWORKS COM 48203R104 6,787 247,525 SH   SOLE   190,240 0 57,285
KEYCORP COM 493267108 6,552 335,290 SH   SOLE   257,790 0 77,500
LA-Z-BOY INC COM 505336107 9,915 324,022 SH   SOLE   153,316 0 170,706
LABORATORY CORP OF AMERICA HOLDINGS COM 50540R409 5,214 29,040 SH   SOLE   22,330 0 6,710
LEAR CORPORATION COM 521865204 6,251 33,640 SH   SOLE   25,840 0 7,800
LIFEPOINT HEALTH, INC COM 53219L109 11,643 238,590 SH   SOLE   112,884 0 125,706
LINCOLN NATIONAL CORPORATION COM 534187109 6,434 103,353 SH   SOLE   79,447 0 23,906
LITHIA MOTORS INCORPORATED COM 536797103 9,536 100,831 SH   SOLE   47,772 0 53,059
M&T BANK CORPORATION COM 55261F104 6,018 35,370 SH   SOLE   27,190 0 8,180
M.D.C. HOLDINGS INC. COM 552676108 7,530 244,720 SH   SOLE   115,790 0 128,930
MACY'S, INC. COM 55616P104 6,230 166,450 SH   SOLE   127,890 0 38,560
MAGELLAN HEALTH INC COM 559079207 12,901 134,460 SH   SOLE   63,641 0 70,819
MATRIX SERVICE CO COM 576853105 15,857 864,118 SH   SOLE   408,872 0 455,246
NN, INC. COM 629337106 8,024 424,559 SH   SOLE   201,014 0 223,545
OWENS & MINOR INC COM 690732102 11,154 667,485 SH   SOLE   315,780 0 351,705
PACWEST BANCORP COM 695263103 7,153 144,733 SH   SOLE   68,539 0 76,194
PENNYMAC MORTGAGE INVESTMENT TRUST REIT 70931T103 7,257 382,173 SH   SOLE   181,124 0 201,049
PERKINELMER, INC. COM 714046109 4,820 65,820 SH   SOLE   50,600 0 15,220
PNM RESOURCES INC. COM 69349H107 6,124 157,420 SH   SOLE   74,676 0 82,744
PROASSURANCE CORPORATION COM 74267C106 6,713 189,370 SH   SOLE   89,610 0 99,760
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED COM 744573106 5,389 99,540 SH   SOLE   76,520 0 23,020
QUALITY SYSTEMS COM 747582104 10,811 554,413 SH   SOLE   262,337 0 292,076
QUANTA SERVICES, INC. COM 74762E102 6,426 192,400 SH   SOLE   147,910 0 44,490
RALPH LAUREN CORPORATION COM 751212101 5,953 47,350 SH   SOLE   36,380 0 10,970
RAYMOND JAMES FINANCIAL INC. COM 754730109 7,164 80,180 SH   SOLE   61,630 0 18,550
RAYTHEON COMPANY COM 755111507 6,437 33,320 SH   SOLE   25,590 0 7,730
RED ROBIN GOURMET BURGERS INC. COM 75689M101 8,029 172,287 SH   SOLE   81,542 0 90,745
REGIONS FINANCIAL CORPORATION COM 7591EP100 7,522 423,070 SH   SOLE   325,290 0 97,780
RELIANCE STEEL & ALUMINUM CO. COM 759509102 5,382 61,480 SH   SOLE   47,260 0 14,220
SABRA HEALTH CARE REIT, INC. REIT 78573L106 8,111 373,252 SH   SOLE   176,613 0 196,639
SCANSOURCE INC COM 806037107 10,109 250,839 SH   SOLE   118,740 0 132,099
SELECT MEDICAL HOLDINGS CORPORATION COM 81619Q105 10,264 565,497 SH   SOLE   267,585 0 297,912
SELECTIVE INSURANCE GROUP INC. COM 816300107 12,070 219,460 SH   SOLE   103,882 0 115,578
SEMPRA ENERGY COM 816851109 3,213 27,670 SH   SOLE   21,260 0 6,410
SKYWORKS SOLUTIONS, INC. COM 83088M102 7,698 79,650 SH   SOLE   61,230 0 18,420
SOUTHWEST AIRLINES CO. COM 844741108 8,604 169,100 SH   SOLE   130,000 0 39,100
STANLEY BLACK & DECKER, INC. COM 854502101 4,138 31,160 SH   SOLE   23,950 0 7,210
STEEL DYNAMICS, INC. COM 858119100 7,503 163,288 SH   SOLE   125,478 0 37,810
STERICYCLE, INC. COM 858912108 8,094 123,970 SH   SOLE   95,270 0 28,700
STERLING BANCORP DEL COM 85917A100 9,298 395,667 SH   SOLE   187,206 0 208,461
STIFEL FINANCIAL CORPORATION COM 860630102 5,773 110,490 SH   SOLE   84,930 0 25,560
SYKES ENTERPRISES COM 871237103 8,120 282,155 SH   SOLE   133,531 0 148,624
SYNAPTICS INCORPORATED COM 87157D109 12,484 247,845 SH   SOLE   117,285 0 130,560
SYNOPSYS INC COM 871607107 4,903 57,299 SH   SOLE   44,011 0 13,288
TAPESTRY INC COM 876030107 6,987 149,580 SH   SOLE   114,820 0 34,760
TCF FINANCIAL CORPORATION COM 872275102 6,467 262,682 SH   SOLE   201,966 0 60,716
TELEDYNE TECHNOLOGIES INC COM 879360105 10,071 50,595 SH   SOLE   23,941 0 26,654
TETRA TECH INC COM 88162G103 9,681 165,488 SH   SOLE   78,321 0 87,167
THE GOODYEAR TIRE & RUBBER COMPANY COM 382550101 4,847 208,110 SH   SOLE   159,890 0 48,220
THE GREENBRIER COMPANIES, INC. COM 393657101 8,270 156,784 SH   SOLE   74,194 0 82,590
TIVO CORPORATION COM 88870P106 15,805 1,175,087 SH   SOLE   555,977 0 619,110
TOTAL SYSTEM SERVICES, INC. COM 891906109 6,480 76,670 SH   SOLE   58,890 0 17,780
TOWER INTERNATIONAL INC COM 891826109 10,971 344,986 SH   SOLE   163,253 0 181,733
TRINITY INDUSTRIES, INC. COM 896522109 6,432 187,750 SH   SOLE   144,350 0 43,400
TRIUMPH GROUP, INC. COM 896818101 9,424 480,791 SH   SOLE   227,473 0 253,318
TTM TECHNOLOGIES INC COM 87305R109 8,778 497,907 SH   SOLE   235,602 0 262,305
ULTRA CLEAN HOLDINGS INC COM 90385V107 17,537 1,056,452 SH   SOLE   499,865 0 556,587
UNITED BANKSHARES INC COM 909907107 6,244 171,525 SH   SOLE   81,267 0 90,258
UNITED STATES STEEL CORPORATION COM 912909108 5,924 170,480 SH   SOLE   130,960 0 39,520
VALERO ENERGY CORPORATION COM 91913Y100 7,389 66,670 SH   SOLE   51,250 0 15,420
VISHAY INTERTECHNOLOGY, INC. COM 928298108 7,398 318,900 SH   SOLE   245,117 0 73,783
W.R. BERKLEY CORPORATION COM 084423102 5,942 82,060 SH   SOLE   63,080 0 18,980
WASHINGTON FEDERAL INC COM 938824109 8,293 253,610 SH   SOLE   120,066 0 133,544
WEBSTER FINANCIAL CORPORATION COM 947890109 11,593 181,990 SH   SOLE   86,140 0 95,850
WELLCARE HEALTH PLANS INC COM 94946T106 7,090 28,792 SH   SOLE   22,132 0 6,660
WESTERN DIGITAL CORP. COM 958102105 7,495 96,821 SH   SOLE   74,429 0 22,392
WESTLAKE CHEMICAL CORPORATION COM 960413102 9,312 86,516 SH   SOLE   66,510 0 20,006
WEX INC COM 96208T104 11,379 59,741 SH   SOLE   28,309 0 31,432
WILLIAMS-SONOMA, INC. COM 969904101 5,737 93,460 SH   SOLE   71,800 0 21,660
WORTHINGTON INDUSTRIES, INC. COM 981811102 7,073 168,523 SH   SOLE   79,745 0 88,778
ZIMMER BIOMET HOLDINGS INC COM 98956P102 4,421 39,670 SH   SOLE   30,500 0 9,170