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
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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 4,376 207,186 SH   SOLE   157,586 0 49,600
ADVANCED ENERGY INDUSTRIES, INC. COM 007973100 7,952 153,950 SH   SOLE   71,118 0 82,832
AECOM COM 00766T100 5,016 153,590 SH   SOLE   116,929 0 36,661
AMEREN CORPORATION COM 023608102 3,042 48,120 SH   SOLE   36,630 0 11,490
AMERICAN AXLE & MANUFACTURING HOLDINGS INC. COM 024061103 9,172 525,901 SH   SOLE   242,945 0 282,956
AMERISAFE INC COM 03071H100 9,899 159,789 SH   SOLE   73,864 0 85,925
ANTHEM INC COM 036752103 10,901 39,777 SH   SOLE   30,287 0 9,490
ARCBEST CORPORATION COM 03937C105 1,197 24,663 SH   SOLE   11,392 0 13,271
ARROW ELECTRONICS, INC. COM 042735100 4,672 63,372 SH   SOLE   48,245 0 15,127
ATLAS AIR WORLDWIDE HOLDINGS, INC. COM 049164205 12,918 202,640 SH   SOLE   93,604 0 109,036
AUTONATION, INC. COM 05329W102 4,990 120,088 SH   SOLE   91,366 0 28,722
BANC OF CALIFORNIA INC COM 05990K106 10,924 577,984 SH   SOLE   266,927 0 311,057
BED BATH & BEYOND COM 075896100 5,894 392,903 SH   SOLE   298,883 0 94,020
BELDEN INC. COM 077454106 7,336 102,727 SH   SOLE   47,504 0 55,223
BENCHMARK ELECTRONICS, INC. COM 08160H101 8,306 354,947 SH   SOLE   164,332 0 190,615
CAPITAL ONE FINANCIAL CORPORATION COM 14040H105 5,593 58,920 SH   SOLE   44,850 0 14,070
CAPSTEAD MORTGAGE CORPORATION REIT 14067E506 5,121 647,412 SH   SOLE   298,952 0 348,460
CATHAY GENERAL BANCORP COM 149150104 5,754 138,860 SH   SOLE   105,720 0 33,140
CBRE GROUP COM 12504L109 4,071 92,320 SH   SOLE   70,280 0 22,040
CELANESE CORPORATION COM 150870103 6,864 60,210 SH   SOLE   45,830 0 14,380
CHICOS FAS INC COM 168615102 6,705 773,300 SH   SOLE   588,152 0 185,148
CHILDREN'S PLACE INC COM 168905107 7,581 59,322 SH   SOLE   27,412 0 31,910
CIGNA CORPORATION COM 125509109 8,996 43,200 SH   SOLE   32,890 0 10,310
CIRRUS LOGIC, INC. COM 172755100 8,696 225,275 SH   SOLE   104,040 0 121,235
COLUMBIA BANKING SYSTEM, INC. COM 197236102 10,042 259,021 SH   SOLE   119,645 0 139,376
CONSTELLATION BRANDS, INC. COM 21036P108 3,853 17,868 SH   SOLE   13,599 0 4,269
CORNING INCORPORATED COM 219350105 5,667 160,540 SH   SOLE   122,220 0 38,320
CSG SYSTEMS INTERNATIONAL INC. COM 126349109 8,551 213,031 SH   SOLE   98,411 0 114,620
DEAN FOODS CO COM 242370203 6,888 970,150 SH   SOLE   448,080 0 522,070
DECKERS OUTDOOR CORPORATION COM 243537107 11,244 94,821 SH   SOLE   43,817 0 51,004
DIAMONDROCK HOSPITALITY COMPANY REIT 252784301 9,745 835,029 SH   SOLE   385,599 0 449,430
DICK'S SPORTING GOODS, INC. COM 253393102 5,700 160,640 SH   SOLE   122,200 0 38,440
DIEBOLD NIXDORF INCORPORATED COM 253651103 7,184 1,596,449 SH   SOLE   737,341 0 859,108
DISCOVER FINANCIAL SERVICES COM 254709108 8,190 107,130 SH   SOLE   81,570 0 25,560
DSW INC COM 23334L102 6,394 188,736 SH   SOLE   143,550 0 45,186
DYCOM INDUSTRIES INC. COM 267475101 5,683 67,173 SH   SOLE   31,026 0 36,147
EAST WEST BANCORP INC COM 27579R104 6,556 108,590 SH   SOLE   82,680 0 25,910
ELECTRONICS FOR IMAGING COM 286082102 11,077 325,035 SH   SOLE   150,139 0 174,896
ENCORE CAPITAL GROUP INC. COM 292554102 12,979 362,048 SH   SOLE   167,198 0 194,850
ENERSYS COM 29275Y102 11,212 128,676 SH   SOLE   59,432 0 69,244
FERRO CORPORATION COM 315405100 9,739 419,443 SH   SOLE   193,701 0 225,742
FIFTH THIRD BANCORP COM 316773100 6,010 215,260 SH   SOLE   163,750 0 51,510
FIRST AMERICAN FINANCIAL CORPORATION COM 31847R102 5,237 101,506 SH   SOLE   77,276 0 24,230
FULTON FINANCIAL CORPORATION COM 360271100 5,797 348,140 SH   SOLE   265,050 0 83,090
GATX CORPORATION COM 361448103 9,065 104,685 SH   SOLE   48,370 0 56,315
GENESCO INC COM 371532102 10,700 227,175 SH   SOLE   104,943 0 122,232
GENTEX CORP COM 371901109 6,374 297,000 SH   SOLE   225,970 0 71,030
GREEN DOT CORP COM 39304D102 18,272 205,716 SH   SOLE   95,017 0 110,699
GROUP 1 AUTOMOTIVE, INC. COM 398905109 8,745 134,748 SH   SOLE   62,240 0 72,508
GUESS INC COM 401617105 4,079 180,494 SH   SOLE   137,304 0 43,190
HMS HOLDINGS CORP COM 40425J101 13,437 409,533 SH   SOLE   189,163 0 220,370
HOLLYFRONTIER CORPORATION COM 436106108 7,486 107,090 SH   SOLE   81,460 0 25,630
HOPE BANCORP INC COM 43940T109 7,577 468,556 SH   SOLE   216,409 0 252,147
HOST HOTELS & RESORTS INC REIT 44107P104 6,384 302,560 SH   SOLE   230,230 0 72,330
HUMANA INC. COM 444859102 8,032 23,726 SH   SOLE   18,070 0 5,656
HUNTSMAN CORPORATION COM 447011107 5,023 184,460 SH   SOLE   140,320 0 44,140
IBERIABANK CORP COM 450828108 6,983 85,838 SH   SOLE   39,684 0 46,154
INTEGER HOLDINGS CORPORATION COM 45826H109 15,703 189,309 SH   SOLE   87,469 0 101,840
ITRON, INC. COM 465741106 8,146 126,887 SH   SOLE   58,609 0 68,278
J2 GLOBAL, INC. COM 48123V102 7,602 91,761 SH   SOLE   42,377 0 49,384
JABIL INC COM 466313103 7,535 278,240 SH   SOLE   211,670 0 66,570
JETBLUE AIRWAYS CORPORATION COM 477143101 8,642 446,400 SH   SOLE   339,570 0 106,830
JONES LANG LASALLE INCORPORATED COM 48020Q107 4,159 28,820 SH   SOLE   21,930 0 6,890
JUNIPER NETWORKS COM 48203R104 7,133 238,015 SH   SOLE   181,140 0 56,875
KEYCORP COM 493267108 6,411 322,330 SH   SOLE   245,390 0 76,940
LA-Z-BOY INC COM 505336107 10,022 317,162 SH   SOLE   146,456 0 170,706
LABORATORY CORP OF AMERICA HOLDINGS COM 50540R409 4,849 27,920 SH   SOLE   21,260 0 6,660
LEAR CORPORATION COM 521865204 4,695 32,380 SH   SOLE   24,640 0 7,740
LINCOLN NATIONAL CORPORATION COM 534187109 6,724 99,383 SH   SOLE   75,657 0 23,726
LITHIA MOTORS INCORPORATED COM 536797103 8,057 98,671 SH   SOLE   45,612 0 53,059
M&T BANK CORPORATION COM 55261F104 5,598 34,020 SH   SOLE   25,900 0 8,120
M.D.C. HOLDINGS INC. COM 552676108 10,219 345,460 SH   SOLE   159,590 0 185,870
MACY'S, INC. COM 55616P104 6,064 174,610 SH   SOLE   132,840 0 41,770
MAGELLAN HEALTH INC COM 559079207 11,941 165,732 SH   SOLE   76,563 0 89,169
MATRIX SERVICE CO COM 576853105 18,424 747,416 SH   SOLE   345,223 0 402,193
NEXTGEN HEALTHCARE INC COM 65343C102 10,350 515,458 SH   SOLE   238,092 0 277,366
NN, INC. COM 629337106 9,598 615,276 SH   SOLE   284,244 0 331,032
OWENS & MINOR INC COM 690732102 13,107 793,375 SH   SOLE   366,430 0 426,945
PACWEST BANCORP COM 695263103 6,751 141,683 SH   SOLE   65,489 0 76,194
PENNYMAC MORTGAGE INVESTMENT TRUST REIT 70931T103 8,378 413,943 SH   SOLE   191,224 0 222,719
PERKINELMER, INC. COM 714046109 6,155 63,280 SH   SOLE   48,170 0 15,110
PNM RESOURCES INC. COM 69349H107 6,076 154,030 SH   SOLE   71,286 0 82,744
PROASSURANCE CORPORATION COM 74267C106 8,706 185,440 SH   SOLE   85,680 0 99,760
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED COM 744573106 5,052 95,700 SH   SOLE   72,850 0 22,850
QUANTA SERVICES, INC. COM 74762E102 6,174 184,970 SH   SOLE   140,810 0 44,160
RALPH LAUREN CORPORATION COM 751212101 6,272 45,600 SH   SOLE   34,690 0 10,910
RAYMOND JAMES FINANCIAL INC. COM 754730109 7,097 77,100 SH   SOLE   58,690 0 18,410
RAYTHEON COMPANY COM 755111507 6,121 29,620 SH   SOLE   22,530 0 7,090
RED ROBIN GOURMET BURGERS INC. COM 75689M101 8,576 213,607 SH   SOLE   98,662 0 114,945
REGIONS FINANCIAL CORPORATION COM 7591EP100 7,463 406,720 SH   SOLE   309,640 0 97,080
RELIANCE STEEL & ALUMINUM CO. COM 759509102 5,044 59,140 SH   SOLE   45,020 0 14,120
SABRA HEALTH CARE REIT, INC. REIT 78573L106 8,448 365,382 SH   SOLE   168,743 0 196,639
SCANSOURCE INC COM 806037107 10,364 259,737 SH   SOLE   119,968 0 139,769
SELECT MEDICAL HOLDINGS CORPORATION COM 81619Q105 9,466 514,467 SH   SOLE   237,645 0 276,822
SELECTIVE INSURANCE GROUP INC. COM 816300107 13,642 214,840 SH   SOLE   99,262 0 115,578
SEMPRA ENERGY COM 816851109 3,027 26,610 SH   SOLE   20,250 0 6,360
SKYWORKS SOLUTIONS, INC. COM 83088M102 6,949 76,610 SH   SOLE   58,330 0 18,280
SOUTHWEST AIRLINES CO. COM 844741108 10,155 162,610 SH   SOLE   123,790 0 38,820
STANLEY BLACK & DECKER, INC. COM 854502101 4,390 29,980 SH   SOLE   22,830 0 7,150
STEEL DYNAMICS, INC. COM 858119100 7,096 157,028 SH   SOLE   119,498 0 37,530
STERICYCLE, INC. COM 858912108 7,234 123,280 SH   SOLE   93,800 0 29,480
STERLING BANCORP DEL COM 85917A100 8,523 387,387 SH   SOLE   178,926 0 208,461
STIFEL FINANCIAL CORPORATION COM 860630102 5,447 106,260 SH   SOLE   80,890 0 25,370
SYKES ENTERPRISES COM 871237103 8,421 276,195 SH   SOLE   127,571 0 148,624
SYNAPTICS INCORPORATED COM 87157D109 11,884 260,505 SH   SOLE   120,375 0 140,130
SYNOPSYS INC COM 871607107 5,436 55,129 SH   SOLE   41,921 0 13,208
TAPESTRY INC COM 876030107 6,739 134,060 SH   SOLE   101,850 0 32,210
TCF FINANCIAL CORPORATION COM 872275102 6,012 252,502 SH   SOLE   192,226 0 60,276
TELEDYNE TECHNOLOGIES INC COM 879360105 11,403 46,225 SH   SOLE   21,361 0 24,864
TETRA TECH INC COM 88162G103 11,062 161,958 SH   SOLE   74,791 0 87,167
THE GOODYEAR TIRE & RUBBER COMPANY COM 382550101 5,216 223,010 SH   SOLE   169,650 0 53,360
THE GREENBRIER COMPANIES, INC. COM 393657101 9,225 153,494 SH   SOLE   70,904 0 82,590
TIVO CORPORATION COM 88870P106 15,177 1,218,997 SH   SOLE   563,077 0 655,920
TOTAL SYSTEM SERVICES, INC. COM 891906109 7,287 73,800 SH   SOLE   56,120 0 17,680
TOWER INTERNATIONAL INC COM 891826109 10,215 337,686 SH   SOLE   155,953 0 181,733
TRINITY INDUSTRIES, INC. COM 896522109 6,613 180,480 SH   SOLE   137,400 0 43,080
TRIUMPH GROUP, INC. COM 896818101 10,968 470,731 SH   SOLE   217,413 0 253,318
TTM TECHNOLOGIES INC COM 87305R109 10,033 630,587 SH   SOLE   291,282 0 339,305
ULTRA CLEAN HOLDINGS INC COM 90385V107 14,434 1,150,122 SH   SOLE   531,365 0 618,757
UNITED BANKSHARES INC COM 909907107 6,102 167,865 SH   SOLE   77,607 0 90,258
UNITED STATES STEEL CORPORATION COM 912909108 7,075 232,130 SH   SOLE   176,560 0 55,570
VALERO ENERGY CORPORATION COM 91913Y100 7,295 64,130 SH   SOLE   48,830 0 15,300
VISHAY INTERTECHNOLOGY, INC. COM 928298108 6,243 306,760 SH   SOLE   233,457 0 73,303
W.R. BERKLEY CORPORATION COM 084423102 6,310 78,950 SH   SOLE   60,110 0 18,840
WASHINGTON FEDERAL INC COM 938824109 7,945 248,270 SH   SOLE   114,726 0 133,544
WEBSTER FINANCIAL CORPORATION COM 947890109 10,505 178,170 SH   SOLE   82,320 0 95,850
WELLCARE HEALTH PLANS INC COM 94946T106 7,978 24,892 SH   SOLE   18,952 0 5,940
WESTERN DIGITAL CORP. COM 958102105 6,927 118,321 SH   SOLE   90,009 0 28,312
WESTLAKE CHEMICAL CORPORATION COM 960413102 6,914 83,186 SH   SOLE   63,320 0 19,866
WEX INC COM 96208T104 11,731 58,431 SH   SOLE   26,999 0 31,432
WILLIAMS-SONOMA, INC. COM 969904101 5,914 89,990 SH   SOLE   68,440 0 21,550
WORTHINGTON INDUSTRIES, INC. COM 981811102 7,161 165,153 SH   SOLE   76,375 0 88,778
ZIMMER BIOMET HOLDINGS INC COM 98956P102 5,012 38,120 SH   SOLE   29,020 0 9,100