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
COLUMBUS MCKINNON CORP N Y COM 199333105 727 21,736 SH   DFND   21,736 0 0
INTEL CORP COM 458140100 12,743 212,997 SH   DFND   174,104 12,171 26,722
VANGUARD INDEX FDS MID CAP ETF 922908629 4,262 26,000 SH   DFND   26,000 0 0
INSIGHT ENTERPRISES INC COM 45765U103 7,758 157,692 SH   DFND   154,615 0 3,077
FOOT LOCKER INC COM 344849104 1,097 37,628 SH   DFND   37,628 0 0
AFLAC INC COM 001055102 1,748 48,528 SH   DFND   36,009 9,808 2,711
ORACLE CORP COM 68389X105 17,761 321,341 SH   DFND   321,341 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 847 58,713 SH   DFND   58,713 0 0
FIRST BANCORP N C COM 318910106 870 34,700 SH   DFND   34,700 0 0
STEEL DYNAMICS INC COM 858119100 4,491 172,115 SH   DFND   170,622 0 1,493
SONIC AUTOMOTIVE INC CL A 83545G102 2,188 68,579 SH   DFND   68,579 0 0
AARONS INC COM PAR $0.50 002535300 9,775 215,327 SH   DFND   211,472 0 3,855
CAREDX INC COM 14167L103 12,057 340,322 SH   DFND   334,046 0 6,276
ULTA BEAUTY INC COM 90384S303 7,390 36,323 SH   DFND   17,560 18,632 131
FIDELITY NATL INFORMATION SV COM 31620M106 17,813 132,847 SH   DFND   80,412 51,735 700
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106 1,046 39,817 SH   DFND   39,817 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 829 8,511 SH   DFND   8,511 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 1,111 83,201 SH   DFND   83,201 0 0
MARATHON PETE CORP COM 56585A102 5,780 154,623 SH   DFND   140,038 0 14,585
GENERAC HLDGS INC COM 368736104 256 2,099 SH   DFND   1,624 0 475
PAYCHEX INC COM 704326107 1,430 18,880 SH   DFND   18,880 0 0
ENERSYS COM 29275Y102 5,083 78,960 SH   DFND   78,263 0 697
ON SEMICONDUCTOR CORP COM 682189105 211 10,646 SH   DFND   0 10,646 0
TANDEM DIABETES CARE INC COM NEW 875372203 7,338 74,185 SH   DFND   72,255 0 1,930
INSPIRE MED SYS INC COM 457730109 438 5,039 SH   DFND   3,860 0 1,179
CONSTELLATION BRANDS INC CL A 21036P108 17,287 98,810 SH   DFND   98,810 0 0
TJX COS INC NEW COM 872540109 13,057 258,250 SH   DFND   258,250 0 0
CENTRAL PAC FINL CORP COM NEW 154760409 739 46,090 SH   DFND   46,090 0 0
TREX CO INC COM 89531P105 264 2,028 SH   DFND   1,552 0 476
CISCO SYS INC COM 17275R102 16,806 360,345 SH   DFND   340,707 15,511 4,127
UNION PAC CORP COM 907818108 10,967 64,868 SH   DFND   54,319 3,208 7,341
AT&T INC COM 00206R102 12,249 405,181 SH   DFND   405,181 0 0
APTIV PLC SHS G6095L109 5,091 65,337 SH   DFND   54,825 0 10,512
JPMORGAN CHASE & CO COM 46625H100 23,473 249,560 SH   DFND   213,228 14,536 21,796
MERCURY SYS INC COM 589378108 9,189 116,816 SH   DFND   114,536 0 2,280
HERITAGE COMMERCE CORP COM 426927109 664 88,496 SH   DFND   88,496 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 454 21,912 SH   DFND   16,759 0 5,153
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 509 1,568 SH   DFND   1,568 0 0
QUANEX BUILDING PRODUCTS COR COM 747619104 761 54,811 SH   DFND   54,811 0 0
FIRSTENERGY CORP COM 337932107 3,242 83,593 SH   DFND   60,277 18,300 5,016
PACKAGING CORP AMER COM 695156109 2,147 21,516 SH   DFND   16,443 4,006 1,067
MODEL N INC COM 607525102 443 12,731 SH   DFND   9,759 0 2,972
COHERUS BIOSCIENCES INC COM 19249H103 1,116 62,477 SH   DFND   62,477 0 0
COMMERCIAL METALS CO COM 201723103 839 41,140 SH   DFND   41,140 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 12,378 102,498 SH   DFND   95,628 5,460 1,410
COCA COLA CO COM 191216100 27,785 621,869 SH   DFND   601,241 16,820 3,808
TEXAS ROADHOUSE INC COM 882681109 8,247 156,864 SH   DFND   153,764 0 3,100
HEALTHEQUITY INC COM 42226A107 5,529 94,231 SH   DFND   92,140 0 2,091
PAYPAL HLDGS INC COM 70450Y103 8,180 46,947 SH   DFND   21,945 24,838 164
ISHARES TR MSCI EMG MKT ETF 464287234 3,658 91,474 SH   DFND   91,474 0 0
MR COOPER GROUP INC COM 62482R107 921 74,035 SH   DFND   74,035 0 0
BANK FIRST CORP COM 06211J100 2,756 43,000 SH   DFND   43,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 7,308 69,466 SH   DFND   54,033 8,340 7,093
VERIZON COMMUNICATIONS INC COM 92343V104 20,937 379,776 SH   DFND   347,549 25,224 7,003
WASTE MGMT INC DEL COM 94106L109 12,186 115,053 SH   DFND   56,937 57,741 375
HANGER INC COM NEW 41043F208 491 29,641 SH   DFND   29,641 0 0
ALTRIA GROUP INC COM 02209S103 1,254 31,944 SH   DFND   22,998 7,005 1,941
BK OF AMERICA CORP COM 060505104 16,331 687,635 SH   DFND   596,509 36,291 54,835
KINDER MORGAN INC DEL COM 49456B101 676 44,566 SH   DFND   44,566 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 6,458 79,731 SH   DFND   78,533 0 1,198
VERISK ANALYTICS INC COM 92345Y106 9,088 53,392 SH   DFND   24,639 28,565 188
SELECTIVE INS GROUP INC COM 816300107 8,196 155,403 SH   DFND   154,226 0 1,177
KELLOGG CO COM 487836108 4,701 71,170 SH   DFND   71,170 0 0
INGLES MKTS INC CL A 457030104 1,233 28,638 SH   DFND   28,638 0 0
GLOBAL NET LEASE INC COM NEW 379378201 1,038 62,028 SH   DFND   62,028 0 0
CARDLYTICS INC COM 14161W105 6,488 92,712 SH   DFND   90,758 0 1,954
LAKELAND FINL CORP COM 511656100 6,756 145,026 SH   DFND   143,763 0 1,263
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 20,272 245,248 SH   DFND   245,248 0 0
ARCHROCK INC COM 03957W106 1,157 178,206 SH   DFND   178,206 0 0
AMAZON COM INC COM 023135106 82,598 29,939 SH   DFND   19,787 8,778 1,374
BEST BUY INC COM 086516101 9,208 105,516 SH   DFND   83,847 8,800 12,869
AMGEN INC COM 031162100 10,630 45,071 SH   DFND   42,941 1,417 713
JOHNSON OUTDOORS INC CL A 479167108 1,248 13,714 SH   DFND   13,714 0 0
CIRRUS LOGIC INC COM 172755100 5,604 90,697 SH   DFND   89,024 0 1,673
MCDONALDS CORP COM 580135101 5,145 27,888 SH   DFND   22,887 4,222 779
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 367 13,465 SH   DFND   13,465 0 0
SKYWEST INC COM 830879102 632 19,368 SH   DFND   19,368 0 0
EXXON MOBIL CORP COM 30231G102 7,605 170,046 SH   DFND   154,566 12,426 3,054
ATKORE INTL GROUP INC COM 047649108 4,654 170,170 SH   DFND   165,391 0 4,779
MCGRATH RENTCORP COM 580589109 1,111 20,563 SH   DFND   20,563 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 209 1,231 SH   DFND   0 1,231 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 955 84,290 SH   DFND   84,290 0 0
PEPSICO INC COM 713448108 10,495 79,352 SH   DFND   68,843 0 10,509
J2 GLOBAL INC COM 48123V102 5,048 79,860 SH   DFND   78,516 0 1,344
MERCK & CO. INC COM 58933Y105 39,794 514,597 SH   DFND   418,274 79,371 16,952
ROCKWELL AUTOMATION INC COM 773903109 463 2,174 SH   DFND   2,174 0 0
ITRON INC COM 465741106 8,084 122,025 SH   DFND   119,800 0 2,225
DYNEX CAP INC COM 26817Q886 815 56,975 SH   DFND   56,975 0 0
UMB FINL CORP COM 902788108 342 6,633 SH   DFND   6,633 0 0
MERITAGE HOMES CORP COM 59001A102 1,091 14,332 SH   DFND   14,332 0 0
TRUSTMARK CORP COM 898402102 1,086 44,307 SH   DFND   44,307 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 1,180 79,628 SH   DFND   79,628 0 0
ABBVIE INC COM 00287Y109 5,260 53,583 SH   DFND   41,068 10,521 1,994
SONOCO PRODS CO COM 835495102 1,043 19,953 SH   DFND   19,953 0 0
ANIKA THERAPEUTICS INC COM 035255108 1,090 28,897 SH   DFND   28,897 0 0
BAXTER INTL INC COM 071813109 7,738 89,871 SH   DFND   74,260 0 15,611
INGREDION INC COM 457187102 350 4,212 SH   DFND   4,212 0 0
HAYNES INTERNATIONAL INC COM NEW 420877201 582 24,900 SH   DFND   24,900 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 937 37,939 SH   DFND   37,939 0 0
ALLSTATE CORP COM 020002101 7,641 78,780 SH   DFND   67,874 0 10,906
UFP INDUSTRIES INC COM 90278Q108 12,239 247,215 SH   DFND   245,050 0 2,165
STATE STR CORP COM 857477103 4,755 74,829 SH   DFND   62,606 0 12,223
BANCFIRST CORP COM 05945F103 382 9,407 SH   DFND   9,407 0 0
CORTEVA INC COM 22052L104 247 9,230 SH   DFND   9,226 4 0
AMERICAN WTR WKS CO INC NEW COM 030420103 217 1,684 SH   DFND   1,684 0 0
BANK OZK COM 06417N103 7,787 331,755 SH   DFND   328,838 0 2,917
ISHARES TR CORE US AGGBD ET 464287226 4,037 34,148 SH   DFND   34,148 0 0
LAUREATE EDUCATION INC CL A 518613203 690 69,279 SH   DFND   69,279 0 0
CIENA CORP COM NEW 171779309 214 3,943 SH   DFND   0 3,943 0
CHUBB LIMITED COM H1467J104 3,039 24,000 SH   DFND   24,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,976 13,804 SH   DFND   13,685 0 119
FOUR CORNERS PPTY TR INC COM 35086T109 8,177 335,111 SH   DFND   332,079 0 3,032
CASEYS GEN STORES INC COM 147528103 310 2,073 SH   DFND   1,597 0 476
FASTENAL CO COM 311900104 2,171 50,683 SH   DFND   46,193 4,490 0
DISCOVER FINL SVCS COM 254709108 6,480 129,373 SH   DFND   121,767 6,126 1,480
FIRST BANCSHARES INC MS COM 318916103 777 34,526 SH   DFND   34,526 0 0
NOVANTA INC COM 67000B104 6,235 58,391 SH   DFND   56,916 0 1,475
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 393 7,985 SH   DFND   7,985 0 0
GENUINE PARTS CO COM 372460105 342 3,936 SH   DFND   3,936 0 0
SCHLUMBERGER LTD COM 806857108 1,193 64,832 SH   DFND   45,112 16,018 3,702
LYDALL INC DEL COM 550819106 548 40,406 SH   DFND   40,406 0 0
PARSLEY ENERGY INC CL A 701877102 5,188 485,733 SH   DFND   481,373 0 4,360
PPL CORP COM 69351T106 1,953 75,579 SH   DFND   54,287 16,709 4,583
ZOETIS INC CL A 98978V103 16,277 118,771 SH   DFND   58,258 60,102 411
CHATHAM LODGING TR COM 16208T102 447 72,974 SH   DFND   72,974 0 0
GRAHAM HLDGS CO COM CL B 384637104 1,069 3,120 SH   DFND   3,120 0 0
EATON CORP PLC SHS G29183103 10,182 116,388 SH   DFND   91,934 8,399 16,055
LANTHEUS HLDGS INC COM 516544103 756 52,888 SH   DFND   52,888 0 0
CONOCOPHILLIPS COM 20825C104 6,142 146,160 SH   DFND   146,160 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 15,422 262,281 SH   DFND   262,281 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 678 60,518 SH   DFND   60,518 0 0
DUKE REALTY CORP COM NEW 264411505 10,729 303,176 SH   DFND   241,456 20,042 41,678
PRICESMART INC COM 741511109 948 15,720 SH   DFND   15,720 0 0
NATURAL GROCERS BY VITAMIN C COM 63888U108 970 65,210 SH   DFND   65,210 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 6,499 134,249 SH   DFND   108,071 8,310 17,868
BRINKER INTL INC COM 109641100 264 10,992 SH   DFND   10,992 0 0
COLGATE PALMOLIVE CO COM 194162103 4,346 59,331 SH   DFND   58,097 1,234 0
GENERAL MLS INC COM 370334104 6,971 113,070 SH   DFND   113,070 0 0
LITHIA MTRS INC CL A 536797103 7,745 51,180 SH   DFND   50,135 0 1,045
GRAY TELEVISION INC COM 389375106 1,236 88,587 SH   DFND   88,587 0 0
MINERALS TECHNOLOGIES INC COM 603158106 1,262 26,883 SH   DFND   26,883 0 0
CERNER CORP COM 156782104 684 9,980 SH   DFND   7,205 2,775 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,160 5,811 SH   DFND   5,811 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 6,616 39,533 SH   DFND   31,433 3,189 4,911
ILLINOIS TOOL WKS INC COM 452308109 401 2,291 SH   DFND   2,291 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 14,034 228,050 SH   DFND   223,448 0 4,602
STRYKER CORPORATION COM 863667101 15,884 88,153 SH   DFND   82,638 0 5,515
ALPHABET INC CAP STK CL C 02079K107 2,081 1,472 SH   DFND   1,030 442 0
ICHOR HOLDINGS SHS G4740B105 6,501 244,587 SH   DFND   239,206 0 5,381
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 926 29,913 SH   DFND   29,913 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,836 20,592 SH   DFND   20,592 0 0
CALLAWAY GOLF CO COM 131193104 11,448 653,785 SH   DFND   648,001 0 5,784
AVALONBAY CMNTYS INC COM 053484101 2,397 15,501 SH   DFND   11,210 3,363 928
CONAGRA BRANDS INC COM 205887102 212 6,042 SH   DFND   6,042 0 0
NEXTERA ENERGY INC COM 65339F101 7,721 32,150 SH   DFND   27,544 996 3,610
CUMMINS INC COM 231021106 1,923 11,099 SH   DFND   8,006 2,435 658
BOOT BARN HLDGS INC COM 099406100 7,446 345,328 SH   DFND   338,822 0 6,506
TPI COMPOSITES INC COM 87266J104 6,742 288,503 SH   DFND   285,982 0 2,521
CATERPILLAR INC DEL COM 149123101 16,564 130,947 SH   DFND   115,717 6,469 8,761
TRAVELERS COMPANIES INC COM 89417E109 5,945 52,124 SH   DFND   52,124 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 1,148 27,453 SH   DFND   27,453 0 0
ACCO BRANDS CORP COM 00081T108 751 105,763 SH   DFND   105,763 0 0
SPIRE INC COM 84857L101 1,316 20,026 SH   DFND   20,026 0 0
REGAL BELOIT CORP COM 758750103 1,484 16,992 SH   DFND   16,992 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 1,239 38,707 SH   DFND   38,707 0 0
PRIMORIS SVCS CORP COM 74164F103 1,234 69,465 SH   DFND   69,465 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 945 6,279 SH   DFND   6,279 0 0
DISNEY WALT CO COM DISNEY 254687106 5,702 51,133 SH   DFND   43,388 0 7,745
GENERAL DYNAMICS CORP COM 369550108 5,800 38,805 SH   DFND   38,805 0 0
CASELLA WASTE SYS INC CL A 147448104 10,940 209,898 SH   DFND   206,478 0 3,420
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 1,081 111,895 SH   DFND   111,895 0 0
FIRST AMERN FINL CORP COM 31847R102 1,134 23,611 SH   DFND   23,611 0 0
ISHARES GOLD TRUST ISHARES 464285105 3,756 221,082 SH   DFND   0 0 221,082
MATERION CORP COM 576690101 6,245 101,563 SH   DFND   100,881 0 682
OMNICOM GROUP INC COM 681919106 2,912 53,320 SH   DFND   43,282 7,906 2,132
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1,661 38,484 SH   DFND   32,062 0 6,422
SLEEP NUMBER CORP COM 83125X103 1,390 33,374 SH   DFND   33,374 0 0
REALTY INCOME CORP COM 756109104 982 16,496 SH   DFND   16,496 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 20,151 291,557 SH   DFND   171,655 118,270 1,632
KIMBERLY CLARK CORP COM 494368103 6,377 45,116 SH   DFND   36,858 6,957 1,301
UNITED RENTALS INC COM 911363109 5,265 35,328 SH   DFND   29,568 0 5,760
META FINL GROUP INC COM 59100U108 5,086 279,887 SH   DFND   273,457 0 6,430
CHURCHILL DOWNS INC COM 171484108 6,922 51,988 SH   DFND   50,845 0 1,143
DUKE ENERGY CORP NEW COM NEW 26441C204 3,237 40,518 SH   DFND   32,672 6,119 1,727
GILEAD SCIENCES INC COM 375558103 6,352 82,564 SH   DFND   67,572 5,293 9,699
NORFOLK SOUTHERN CORP COM 655844108 658 3,750 SH   DFND   3,750 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,328 42,305 SH   DFND   21,510 20,669 126
CHART INDS INC COM PAR $0.01 16115Q308 10,245 211,286 SH   DFND   207,297 0 3,989
MAXIM INTEGRATED PRODS INC COM 57772K101 1,771 29,223 SH   DFND   21,808 5,806 1,609
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 813 10,324 SH   DFND   10,324 0 0
WSFS FINL CORP COM 929328102 7,019 244,587 SH   DFND   242,656 0 1,931
HEALTH CATALYST INC COM 42225T107 6,728 230,651 SH   DFND   225,566 0 5,085
OMNICELL INC COM 68213N109 8,604 121,841 SH   DFND   119,517 0 2,324
NORTHROP GRUMMAN CORP COM 666807102 16,637 54,115 SH   DFND   32,416 21,411 288
ABBOTT LABS COM 002824100 1,494 16,337 SH   DFND   12,577 3,760 0
SYSCO CORP COM 871829107 4,432 81,075 SH   DFND   81,075 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 2,343 24,679 SH   DFND   20,874 0 3,805
PHILIP MORRIS INTL INC COM 718172109 13,284 189,616 SH   DFND   189,616 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,024 107,816 SH   DFND   107,816 0 0
CVS HEALTH CORP COM 126650100 24,569 378,164 SH   DFND   262,717 92,885 22,562
ISHARES TR CORE S&P SCP ETF 464287804 8,092 118,491 SH   DFND   118,491 0 0
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 2,426 19,390 SH   DFND   19,390 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,941 3,407 SH   DFND   2,816 591 0
PREFERRED APT CMNTYS INC COM 74039L103 614 80,811 SH   DFND   80,811 0 0
FRONTDOOR INC COM 35905A109 4,963 111,957 SH   DFND   109,827 0 2,130
PFIZER INC COM 717081103 20,801 636,147 SH   DFND   576,056 21,624 38,467
LOCKHEED MARTIN CORP COM 539830109 16,337 44,769 SH   DFND   44,769 0 0
VISA INC COM CL A 92826C839 39,261 203,244 SH   DFND   136,178 57,370 9,696
DARDEN RESTAURANTS INC COM 237194105 3,432 45,296 SH   DFND   45,296 0 0
ASGN INC COM 00191U102 7,731 115,928 SH   DFND   114,015 0 1,913
SMUCKER J M CO COM NEW 832696405 1,297 12,257 SH   DFND   12,257 0 0
CODEXIS INC COM 192005106 5,162 452,801 SH   DFND   444,249 0 8,552
PATRICK INDS INC COM 703343103 13,763 224,694 SH   DFND   220,647 0 4,047
BANNER CORP COM NEW 06652V208 6,745 177,512 SH   DFND   176,202 0 1,310
LOUISIANA PAC CORP COM 546347105 9,756 380,345 SH   DFND   372,950 0 7,395
KADANT INC COM 48282T104 7,449 74,738 SH   DFND   74,079 0 659
AZZ INC COM 002474104 1,079 31,442 SH   DFND   31,442 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 910 13,182 SH   DFND   13,182 0 0
WALMART INC COM 931142103 13,212 110,296 SH   DFND   86,575 10,196 13,525
SEACOAST BKG CORP FLA COM NEW 811707801 7,466 365,996 SH   DFND   362,790 0 3,206
STARBUCKS CORP COM 855244109 18,183 247,081 SH   DFND   141,826 95,042 10,213
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 8,356 415,336 SH   DFND   412,300 0 3,036
SERVISFIRST BANCSHARES INC COM 81768T108 385 10,756 SH   DFND   8,231 0 2,525
MUELLER INDS INC COM 624756102 927 34,885 SH   DFND   34,885 0 0
MCCORMICK & CO INC COM NON VTG 579780206 10,380 57,855 SH   DFND   40,917 16,568 370
NEENAH INC COM 640079109 599 12,102 SH   DFND   12,102 0 0
WHIRLPOOL CORP COM 963320106 20,700 159,811 SH   DFND   154,375 4,300 1,136
SJW GROUP COM 784305104 686 11,040 SH   DFND   11,040 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,958 46,816 SH   DFND   41,637 0 5,179
EDGEWELL PERS CARE CO COM 28035Q102 1,391 44,640 SH   DFND   44,640 0 0
JOHNSON & JOHNSON COM 478160104 20,577 146,320 SH   DFND   121,985 10,710 13,625
WEBSTER FINL CORP CONN COM 947890109 1,284 44,875 SH   DFND   44,875 0 0
ALTRA INDL MOTION CORP COM 02208R106 1,379 43,279 SH   DFND   43,279 0 0
VERITEX HLDGS INC COM 923451108 7,676 433,711 SH   DFND   429,858 0 3,853
CHEVRON CORP NEW COM 166764100 28,613 320,676 SH   DFND   301,476 10,063 9,137
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,022 6,189 SH   DFND   6,189 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 335 1,300 SH   DFND   1,300 0 0
HURON CONSULTING GROUP INC COM 447462102 697 15,745 SH   DFND   15,745 0 0
TRIMAS CORP COM NEW 896215209 638 26,623 SH   DFND   26,623 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,898 195,020 SH   DFND   145,031 39,849 10,140
STAG INDL INC COM 85254J102 8,906 303,749 SH   DFND   299,741 0 4,008
NVIDIA CORPORATION COM 67066G104 36,838 96,965 SH   DFND   55,355 37,337 4,273
BECTON DICKINSON & CO COM 075887109 10,395 43,442 SH   DFND   26,709 16,497 236
AIR PRODS & CHEMS INC COM 009158106 5,461 22,619 SH   DFND   18,485 855 3,279
WINTRUST FINL CORP COM 97650W108 9,305 213,338 SH   DFND   211,684 0 1,654
PHYSICIANS RLTY TR COM 71943U104 1,073 61,227 SH   DFND   61,227 0 0
FORMFACTOR INC COM 346375108 8,533 290,938 SH   DFND   284,921 0 6,017
AMERICAN FINL GROUP INC OHIO COM 025932104 1,572 24,768 SH   DFND   17,889 5,471 1,408
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 1,058 192,999 SH   DFND   192,999 0 0
WEC ENERGY GROUP INC COM 92939U106 413 4,714 SH   DFND   3,625 1,089 0
CHIMERA INVT CORP COM NEW 16934Q208 824 85,739 SH   DFND   60,854 19,773 5,112
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 14,785 373,275 SH   DFND   333,412 0 39,863
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 567 54,692 SH   DFND   54,692 0 0
FIVE9 INC COM 338307101 8,730 78,881 SH   DFND   77,219 0 1,662
CORNING INC COM 219350105 14,995 578,956 SH   DFND   578,956 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 558 2,763 SH   DFND   2,753 0 10
TOPBUILD CORP COM 89055F103 10,198 89,639 SH   DFND   87,880 0 1,759
HELEN OF TROY CORP LTD COM G4388N106 11,427 60,600 SH   DFND   60,063 0 537
KROGER CO COM 501044101 230 6,800 SH   DFND   6,800 0 0
TARGA RES CORP COM 87612G101 214 10,656 SH   DFND   10,656 0 0
INDEPENDENT BK CORP MICH COM NEW 453838609 852 57,377 SH   DFND   57,377 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,002 65,902 SH   DFND   55,155 0 10,747
NATIONAL HEALTHCARE CORP COM 635906100 954 15,031 SH   DFND   15,031 0 0
VIAVI SOLUTIONS INC COM 925550105 6,750 529,801 SH   DFND   520,484 0 9,317
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 220 14,087 SH   DFND   10,547 0 3,540
PROCTER AND GAMBLE CO COM 742718109 3,209 26,838 SH   DFND   21,179 4,662 997
INTL PAPER CO COM 460146103 2,239 63,607 SH   DFND   48,180 12,131 3,296
CLOROX CO DEL COM 189054109 2,177 9,922 SH   DFND   9,197 725 0
CBIZ INC COM 124805102 983 40,990 SH   DFND   40,990 0 0
ROSS STORES INC COM 778296103 4,406 51,693 SH   DFND   44,428 0 7,265
MASTERCARD INCORPORATED CL A 57636Q104 55,742 188,511 SH   DFND   141,758 40,861 5,892
FEDERAL SIGNAL CORP COM 313855108 11,441 384,809 SH   DFND   379,660 0 5,149
MICROSOFT CORP COM 594918104 107,339 527,430 SH   DFND   407,405 95,181 24,844
WADDELL & REED FINL INC CL A 930059100 1,221 78,730 SH   DFND   78,730 0 0
CSX CORP COM 126408103 6,521 93,500 SH   DFND   93,500 0 0
EASTMAN CHEM CO COM 277432100 363 5,219 SH   DFND   5,219 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 434 49,134 SH   DFND   42,404 0 6,730
FACEBOOK INC CL A 30303M102 60,974 268,531 SH   DFND   188,785 69,915 9,831
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,211 40,890 SH   DFND   40,890 0 0
FIRST FINL CORP IND COM 320218100 845 22,936 SH   DFND   22,936 0 0
MONDELEZ INTL INC CL A 609207105 14,115 276,067 SH   DFND   276,067 0 0
NUCOR CORP COM 670346105 10,159 245,325 SH   DFND   245,325 0 0
NUVASIVE INC COM 670704105 8,322 149,503 SH   DFND   146,739 0 2,764
BIOTELEMETRY INC COM 090672106 11,482 254,092 SH   DFND   249,781 0 4,311
ISHARES TR MSCI EAFE ETF 464287465 23,060 378,837 SH   DFND   318,221 0 60,616
UNITIL CORP COM 913259107 1,000 22,314 SH   DFND   22,314 0 0
PENNANT GROUP INC COM 70805E109 358 15,860 SH   DFND   12,131 0 3,729
PARKER HANNIFIN CORP COM 701094104 402 2,195 SH   DFND   2,195 0 0
ONEOK INC NEW COM 682680103 223 6,721 SH   DFND   6,721 0 0
T-MOBILE US INC COM 872590104 4,792 46,009 SH   DFND   38,648 0 7,361
DUPONT DE NEMOURS INC COM 26614N102 8,989 169,187 SH   DFND   169,183 4 0
AMKOR TECHNOLOGY INC COM 031652100 1,273 103,450 SH   DFND   103,450 0 0
EVERCORE INC CLASS A 29977A105 6,808 115,560 SH   DFND   106,859 6,285 2,416
ENSIGN GROUP INC COM 29358P101 8,157 194,918 SH   DFND   191,697 0 3,221
MORGAN STANLEY COM NEW 617446448 4,460 92,349 SH   DFND   80,683 9,179 2,487
RAMBUS INC DEL COM 750917106 1,201 79,035 SH   DFND   79,035 0 0
DANA INCORPORATED COM 235825205 6,168 506,015 SH   DFND   501,601 0 4,414
ENTERGY CORP NEW COM 29364G103 7,253 77,314 SH   DFND   64,771 5,433 7,110
ADVANCED ENERGY INDS COM 007973100 5,295 78,105 SH   DFND   77,420 0 685
ARCOSA INC COM 039653100 873 20,692 SH   DFND   20,692 0 0
V F CORP COM 918204108 404 6,630 SH   DFND   6,630 0 0
LAUDER ESTEE COS INC CL A 518439104 5,863 31,074 SH   DFND   26,028 0 5,046
EXELON CORP COM 30161N101 6,902 190,200 SH   DFND   190,200 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 291 1,714 SH   DFND   1,714 0 0
SYNAPTICS INC COM 87157D109 1,116 18,563 SH   DFND   18,563 0 0
DARLING INGREDIENTS INC COM 237266101 1,500 60,942 SH   DFND   60,942 0 0
SPS COMMERCE INC COM 78463M107 12,180 162,137 SH   DFND   159,293 0 2,844
BROADCOM INC COM 11135F101 37,580 119,070 SH   DFND   111,426 2,195 5,449
WELLS FARGO CO NEW COM 949746101 3,753 146,609 SH   DFND   146,609 0 0
UMH PPTYS INC COM 903002103 964 74,570 SH   DFND   74,570 0 0
DOW INC COM 260557103 9,809 240,658 SH   DFND   221,130 15,466 4,062
MERCURY GENL CORP NEW COM 589400100 1,315 32,269 SH   DFND   32,269 0 0
SALESFORCE COM INC COM 79466L302 18,268 97,517 SH   DFND   46,982 50,203 332
COMMUNITY HEALTHCARE TR INC COM 20369C106 741 18,113 SH   DFND   18,113 0 0
PLANET FITNESS INC CL A 72703H101 247 4,082 SH   DFND   3,179 0 903
NIKE INC CL B 654106103 20,820 212,331 SH   DFND   127,801 83,366 1,164
VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 14,422 371,784 SH   DFND   371,784 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,345 102,500 SH   DFND   90,957 9,116 2,427
SANFILIPPO JOHN B & SON INC COM 800422107 8,342 97,761 SH   DFND   96,364 0 1,397
BOEING CO COM 097023105 12,724 69,414 SH   DFND   69,414 0 0
POLYONE CORP COM 73179P106 10,529 401,410 SH   DFND   395,074 0 6,336
AMERICAN SOFTWARE INC CL A 029683109 899 57,074 SH   DFND   57,074 0 0
MEDTRONIC PLC SHS G5960L103 14,106 153,823 SH   DFND   153,823 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 1,217 221,598 SH   DFND   221,598 0 0
CARDINAL HEALTH INC COM 14149Y108 2,817 53,979 SH   DFND   39,221 11,609 3,149
FIRST CTZNS BANCSHARES INC N CL A 31946M103 955 2,359 SH   DFND   2,359 0 0
DINE BRANDS GLOBAL INC COM 254423106 258 6,122 SH   DFND   6,122 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 2,841 156,372 SH   DFND   145,650 0 10,722
DIGITAL RLTY TR INC COM 253868103 497 3,497 SH   DFND   3,497 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 827 92,430 SH   DFND   92,430 0 0
HEARTLAND FINL USA INC COM 42234Q102 1,056 31,576 SH   DFND   31,576 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 1,692 66,768 SH   DFND   66,768 0 0
ADOBE INC COM 00724F101 41,401 95,106 SH   DFND   61,983 28,836 4,287
SHOPIFY INC CL A 82509L107 7,722 8,135 SH   DFND   6,814 0 1,321
BLACKSTONE GROUP INC COM CL A 09260D107 7,853 138,590 SH   DFND   138,590 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,000 12,553 SH   DFND   12,553 0 0
NORTHWESTERN CORP COM NEW 668074305 1,249 22,905 SH   DFND   22,905 0 0
DEERE & CO COM 244199105 960 6,106 SH   DFND   6,106 0 0
LILLY ELI & CO COM 532457108 783 4,772 SH   DFND   4,772 0 0
UNITEDHEALTH GROUP INC COM 91324P102 29,041 98,462 SH   DFND   61,087 31,766 5,609
PS BUSINESS PKS INC CALIF COM 69360J107 4,468 33,749 SH   DFND   33,451 0 298
MOLINA HEALTHCARE INC COM 60855R100 202 1,135 SH   DFND   0 1,135 0
HONEYWELL INTL INC COM 438516106 34,457 238,302 SH   DFND   174,423 54,372 9,507
NMI HLDGS INC CL A 629209305 6,708 417,157 SH   DFND   410,520 0 6,637
NEXSTAR MEDIA GROUP INC CL A 65336K103 6,156 73,555 SH   DFND   71,889 0 1,666
SYKES ENTERPRISES INC COM 871237103 1,136 41,085 SH   DFND   41,085 0 0
AMETEK INC COM 031100100 630 7,052 SH   DFND   7,052 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 2,120 44,640 SH   DFND   44,640 0 0
HOME DEPOT INC COM 437076102 55,328 220,862 SH   DFND   182,552 32,495 5,815
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,028 31,625 SH   DFND   31,625 0 0
NETFLIX INC COM 64110L106 23,514 51,675 SH   DFND   30,232 21,167 276
UNITED PARCEL SERVICE INC CL B 911312106 18,031 162,177 SH   DFND   155,946 4,902 1,329
SPDR S&P 500 ETF TR TR UNIT 78462F103 45,905 148,867 SH   DFND   148,867 0 0
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 946 6,796 SH   DFND   6,796 0 0
ALPHABET INC CAP STK CL A 02079K305 72,700 51,267 SH   DFND   36,214 12,666 2,387
VAREX IMAGING CORP COM 92214X106 978 64,571 SH   DFND   64,571 0 0
TEEKAY TANKERS LTD CL A Y8565N300 766 59,760 SH   DFND   59,760 0 0
HOULIHAN LOKEY INC CL A 441593100 8,572 154,072 SH   DFND   151,579 0 2,493
UPLAND SOFTWARE INC COM 91544A109 5,013 144,216 SH   DFND   142,924 0 1,292
3M CO COM 88579Y101 8,052 51,619 SH   DFND   47,038 3,623 958
KNOWLES CORP COM 49926D109 7,997 524,067 SH   DFND   514,661 0 9,406
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 878 51,974 SH   DFND   51,974 0 0
CLEAN HARBORS INC COM 184496107 1,021 17,027 SH   DFND   17,027 0 0
BIOGEN INC COM 09062X103 3,146 11,757 SH   DFND   9,857 0 1,900
EASTGROUP PPTY INC COM 277276101 11,598 97,777 SH   DFND   96,131 0 1,646
BLACKROCK INC COM 09247X101 26,748 49,161 SH   DFND   48,016 901 244
INTUIT COM 461202103 1,270 4,289 SH   DFND   2,845 1,444 0
PING IDENTITY HLDG CORP COM 72341T103 8,119 252,980 SH   DFND   247,337 0 5,643
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 763 107,166 SH   DFND   70,554 0 36,612
TEXAS INSTRS INC COM 882508104 15,616 122,993 SH   DFND   122,993 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 1,508 51,234 SH   DFND   51,234 0 0
M/I HOMES INC COM 55305B101 1,019 29,598 SH   DFND   29,598 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 7,440 216,604 SH   DFND   212,060 0 4,544
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 1,156 67,587 SH   DFND   67,587 0 0
QUALCOMM INC COM 747525103 1,089 11,943 SH   DFND   11,943 0 0
APPLE INC COM 037833100 114,028 312,580 SH   DFND   245,021 54,307 13,252
INPHI CORP COM 45772F107 10,132 86,233 SH   DFND   84,800 0 1,433
SAIA INC COM 78709Y105 10,622 95,535 SH   DFND   93,836 0 1,699
VALERO ENERGY CORP COM 91913Y100 2,059 35,008 SH   DFND   24,542 8,421 2,045
TRICO BANCSHARES COM 896095106 944 31,005 SH   DFND   31,005 0 0
ALIGN TECHNOLOGY INC COM 016255101 21,662 78,929 SH   DFND   46,369 32,140 420
RE MAX HLDGS INC CL A 75524W108 920 29,285 SH   DFND   29,285 0 0
DECKERS OUTDOOR CORP COM 243537107 9,255 47,122 SH   DFND   46,187 0 935
SPDR SER TR BLOMBRG BRC INTL 78464A151 2,750 81,804 SH   DFND   81,804 0 0
HELMERICH & PAYNE INC COM 423452101 4,593 235,402 SH   DFND   233,318 0 2,084
VIACOMCBS INC CL B 92556H206 4,355 186,734 SH   DFND   186,734 0 0
CHESAPEAKE UTILS CORP COM 165303108 7,545 89,822 SH   DFND   89,060 0 762
VANGUARD INDEX FDS SMALL CP ETF 922908751 567 3,891 SH   DFND   3,891 0 0
ISHARES TR CORE S&P MCP ETF 464287507 472 2,657 SH   DFND   2,657 0 0
ESCO TECHNOLOGIES INC COM 296315104 10,988 129,988 SH   DFND   127,758 0 2,230
INTER PARFUMS INC COM 458334109 6,937 144,071 SH   DFND   141,552 0 2,519
AMERICAN EXPRESS CO COM 025816109 26,699 280,458 SH   DFND   202,189 70,690 7,579
METLIFE INC COM 59156R108 8,705 238,370 SH   DFND   187,284 23,014 28,072
CVR ENERGY INC COM 12662P108 545 27,100 SH   DFND   27,100 0 0
DOMINION ENERGY INC COM 25746U109 1,689 20,811 SH   DFND   20,811 0 0
ECOLAB INC COM 278865100 8,339 41,919 SH   DFND   26,043 15,644 232
SOUTHERN CO COM 842587107 3,254 62,744 SH   DFND   53,930 6,898 1,916
COSTCO WHSL CORP NEW COM 22160K105 35,802 118,079 SH   DFND   89,445 24,749 3,885
NATIONAL WESTN LIFE GROUP IN CL A 638517102 809 3,981 SH   DFND   3,981 0 0
COMCAST CORP NEW CL A 20030N101 12,229 313,719 SH   DFND   284,699 22,751 6,269
EMERSON ELEC CO COM 291011104 1,398 22,546 SH   DFND   22,546 0 0
INVESCO LTD SHS G491BT108 2,251 209,193 SH   DFND   148,468 48,596 12,129
TARGET CORP COM 87612E106 29,980 249,982 SH   DFND   149,892 91,157 8,933
AMERICAN WOODMARK CORPORATIO COM 030506109 8,345 110,320 SH   DFND   109,420 0 900
TRUIST FINL CORP COM 89832Q109 9,170 244,220 SH   DFND   194,385 22,351 27,484
EPLUS INC COM 294268107 1,393 19,713 SH   DFND   19,713 0 0
LHC GROUP INC COM 50187A107 13,379 76,747 SH   DFND   75,414 0 1,333
RAPID7 INC COM 753422104 7,768 152,257 SH   DFND   148,929 0 3,328
ASSURED GUARANTY LTD COM G0585R106 833 34,127 SH   DFND   34,127 0 0
WW INTL INC COM 98262P101 745 29,353 SH   DFND   29,353 0 0
VULCAN MATLS CO COM 929160109 2,926 25,257 SH   DFND   21,138 0 4,119
FOX FACTORY HLDG CORP COM 35138V102 8,970 108,583 SH   DFND   106,564 0 2,019
VEEVA SYS INC CL A COM 922475108 12,477 53,224 SH   DFND   25,381 27,651 192
WALKER & DUNLOP INC COM 93148P102 811 15,955 SH   DFND   15,955 0 0
HALLIBURTON CO COM 406216101 3,107 239,401 SH   DFND   239,401 0 0
HMS HLDGS CORP COM 40425J101 10,082 311,276 SH   DFND   305,964 0 5,312
ISHARES TR INTRM GOV CR ETF 464288612 718 6,102 SH   DFND   6,102 0 0
AUTODESK INC COM 052769106 17,846 74,608 SH   DFND   43,878 30,312 418
RAYTHEON TECHNOLOGIES CORP COM 75513E101 19,536 317,039 SH   DFND   296,873 9,370 10,796
GREIF INC CL A 397624107 950 27,618 SH   DFND   27,618 0 0
SEMPRA ENERGY COM 816851109 354 3,020 SH   DFND   3,020 0 0