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
ABBOTT LABORATORIES COM 002824100 1,675 48,010 SH   DFND 1 23,960 0 24,050
ABBVIE INC COM 00287y109 1,949 47,135 SH   DFND 1 23,085 0 24,050
ABM INDUSTRIES INC COM 000957100 21,756 887,650 SH   DFND 1 612,650 0 275,000
ACTUANT CORP CL A COM 00508X203 25,852 784,100 SH   DFND 1 535,900 0 248,200
ADVANCE AUTO PARTS INC COM 00751y106 130 1,600 SH   DFND 1 1,600 0 0
AGCO CORP COM 001084102 120 2,400 SH   DFND 1 2,400 0 0
AGILENT TECHNOLOGIES INC COM 00846u101 137 3,200 SH   DFND 1 3,200 0 0
ALBANY INTL CORP CL A COM 012348108 24,557 744,600 SH   DFND 1 512,200 0 232,400
ALTRA HOLDINGS INC COM 02208r106 25,261 922,600 SH   DFND 1 627,100 0 295,500
AMDOCS LTD COM g02602103 108 2,900 SH   DFND 1 2,900 0 0
AMERICAN EXPRESS CO COM 025816109 15 200 SH   DFND 1 200 0 0
AMERIS BANCORP COM 03076k108 23,614 1,401,435 SH   DFND 1 956,281 0 445,154
AMERISTAR CASINOS INC COM 03070q101 4,375 166,400 SH   DFND 1 31,800 0 134,600
AMETEK INC COM 031100100 108 2,542 SH   DFND 1 2,542 0 0
ANADARKO PETROLEUM CORP COM 032511107 9 100 SH   DFND 1 100 0 0
ANN INC COM 035623107 17,221 518,700 SH   DFND 1 352,300 0 166,400
APACHE CORP COM 037411105 3,979 47,462 SH   DFND 1 28,088 0 19,374
APPLE INC COM 037833100 6,530 16,468 SH   DFND 1 9,393 0 7,075
APTARGROUP INC COM 038336103 26,125 473,200 SH   DFND 1 292,800 0 180,400
ARCH CAPITAL GROUP LTD COM g0450a105 4,036 78,502 SH   DFND 1 45,052 0 33,450
ATMI INC COM 00207R101 27,449 1,160,650 SH   DFND 1 791,950 0 368,700
AUTOMATIC DATA PROCESSING COM 053015103 3,785 54,970 SH   DFND 1 29,420 0 25,550
AVNET INC COM 053807103 128 3,800 SH   DFND 1 3,800 0 0
BAKER MICHAEL CORP COM 057149106 14,401 531,200 SH   DFND 1 376,600 0 154,600
BANCORP SOUTH, INC COM 059692103 1,830 103,400 SH   DFND 1 53,300 0 50,100
BANK OF KENTUCKY FINL CORP COM 062896105 4,604 161,900 SH   DFND 1 117,300 0 44,600
BARD C R INC COM 067383109 120 1,100 SH   DFND 1 1,100 0 0
BELDEN INC COM 077454106 24,030 481,275 SH   DFND 1 332,475 0 148,800
BERKSHIRE HATHAWAY INC CL B COM 084670702 7,012 62,649 SH   DFND 1 37,132 0 25,517
BERKSHIRE HILLS BANCORP INC COM 084680107 18,380 662,100 SH   DFND 1 443,200 0 218,900
BIG LOTS INC COM 089302103 1,625 51,525 SH   DFND 1 29,025 0 22,500
BIO RAD LABS INC CL A COM 090572207 27,539 245,450 SH   DFND 1 173,350 0 72,100
BLACK BOX CORP COM 091826107 11,026 435,475 SH   DFND 1 286,375 0 149,100
BLACK DIAMOND INC COM 09202G101 7,040 749,700 SH   DFND 1 545,000 0 204,700
BOB EVANS FARMS COM 096761101 25,329 539,150 SH   DFND 1 372,850 0 166,300
BONANZA CREEK ENERGY INC COM 097793103 13,766 388,200 SH   DFND 1 265,500 0 122,700
BOSTON PRIVATE FINANCIAL HOLDI COM 101119105 21,384 2,009,800 SH   DFND 1 1,318,600 0 691,200
BRADY CORP CL A COM 104674106 16,610 540,500 SH   DFND 1 356,000 0 184,500
BRANDYWINE REALTY TRUST COM 105368203 11,203 828,651 SH   DFND 1 554,755 0 273,896
BRIGGS & STRATTON COM 109043109 20,402 1,030,400 SH   DFND 1 699,900 0 330,500
BRISTOL MYERS SQUIBB CO COM 110122108 3,870 86,597 SH   DFND 1 49,447 0 37,150
BROWN & BROWN INC COM 115236101 134 4,150 SH   DFND 1 4,150 0 0
BRYN MAWR BANK CORP COM 117665109 15,523 648,700 SH   DFND 1 434,700 0 214,000
CA INC COM 12673p105 155 5,400 SH   DFND 1 5,400 0 0
CAMPUS CREST COMMUNITIES INC COM 13466Y105 18,533 1,606,000 SH   DFND 1 1,100,500 0 505,500
CAPITAL ONE FINL CORP COM COM 14040H105 4,389 69,875 SH   DFND 1 40,125 0 29,750
CARPENTER TECHNOLOGY CORP COM 144285103 23,229 515,390 SH   DFND 1 355,490 0 159,900
CARRIZO OIL & GAS INC COM 144577103 25,358 895,100 SH   DFND 1 609,700 0 285,400
CATERPILLAR INC COM 149123101 2,831 34,325 SH   DFND 1 19,750 0 14,575
CBIZ INC COM 124805102 13,317 1,984,700 SH   DFND 1 1,419,600 0 565,100
CELADON GROUP INC COM 150838100 12,196 668,300 SH   DFND 1 451,300 0 217,000
CH ROBINSON WORLDWIDE INC COM 12541w209 1,862 33,067 SH   DFND 1 19,117 0 13,950
CHARLES RIVER LABORATORIES COM 159864107 15,856 386,450 SH   DFND 1 267,450 0 119,000
CHEVRON CORP COM 166764100 815 6,890 SH   DFND 1 6,782 0 108
CHILDREN'S PLACE RETAIL STORES COM 168905107 23,312 425,400 SH   DFND 1 292,000 0 133,400
CIMAREX ENERGY CO COM 171798101 1,814 27,910 SH   DFND 1 16,010 0 11,900
CISCO SYSTEMS INC COM 17275R102 3,259 133,941 SH   DFND 1 85,041 0 48,900
COCA-COLA CO COM 191216100 3,969 98,941 SH   DFND 1 55,741 0 43,200
COHERENT INC COM 192479103 15,414 279,900 SH   DFND 1 185,800 0 94,100
COLUMBIA BANKING SYSTEM INC COM 197236102 10 400 SH   DFND 1 400 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 31 500 SH   DFND 1 500 0 0
COMPASS DIVERSIFIED HOLDINGS COM 20451Q104 25,073 1,430,300 SH   DFND 1 978,100 0 452,200
CONMED CORP COM 207410101 18,327 586,650 SH   DFND 1 397,750 0 188,900
CONSOLIDATED GRAPHICS INC. COM 209341106 27,271 580,100 SH   DFND 1 393,800 0 186,300
CROCS INC COM 227046109 2,793 169,300 SH   DFND 1 114,700 0 54,600
CUBESMART COM 229663109 15,029 940,500 SH   DFND 1 641,000 0 299,500
CVB FINANCIAL CORP COM 126600105 12,453 1,058,903 SH   DFND 1 743,866 0 315,037
CYTEC INDUSTRIES INC COM 232820100 139 1,900 SH   DFND 1 1,900 0 0
DARDEN RESTAURANTS INC COM 237194105 2,709 53,660 SH   DFND 1 30,680 0 22,980
DENTSPLY INTERNATIONAL INC COM 249030107 566 13,825 SH   DFND 1 2,075 0 11,750
DOW CHEMICAL CO COM 260543103 19 600 SH   DFND 1 600 0 0
DRESSER-RAND GROUP INC COM 261608103 132 2,200 SH   DFND 1 2,200 0 0
DUKE REALTY CORP COM 264411505 104 6,700 SH   DFND 1 6,700 0 0
DUPONT FABROS TECHNOLOGY COM 26613Q106 18,185 753,000 SH   DFND 1 512,800 0 240,200
ELECTRO SCIENTIFIC INDUSTRIES COM 285229100 17,587 1,634,500 SH   DFND 1 1,119,800 0 514,700
EMULEX CORP COM 292475209 14,024 2,150,900 SH   DFND 1 1,486,000 0 664,900
ENTERPRISE FINANCIAL SERVICE COM 293712105 9,737 610,100 SH   DFND 1 413,000 0 197,100
EQT CORPORATION COM 26884l109 56 700 SH   DFND 1 700 0 0
ESCO TECHNOLOGIES INC COM 296315104 18,858 582,400 SH   DFND 1 391,300 0 191,100
ESTERLINE TECHNOLOGIES CORP COM 297425100 19,779 273,600 SH   DFND 1 186,500 0 87,100
EXCEL TRUST INC COM 30068c109 18,446 1,440,000 SH   DFND 1 992,200 0 447,800
EXXON MOBIL CORP COM 30231G102 1,186 13,126 SH   DFND 1 13,126 0 0
FINANCIAL INSTITUTIONS INC COM 317585404 5,621 305,300 SH   DFND 1 203,100 0 102,200
FIRST FINANCIAL BANCORP COM 320209109 9 600 SH   DFND 1 600 0 0
FIRST NIAGARA FINANCIAL GROUP COM 33582v108 90 8,950 SH   DFND 1 8,950 0 0
FIRST OF LONG ISLAND CORP COM 320734106 8,467 255,100 SH   DFND 1 179,400 0 75,700
FLUOR CORP COM 343412102 130 2,200 SH   DFND 1 2,200 0 0
FLUSHING FINANCIAL CORP COM 343873105 15,425 937,700 SH   DFND 1 620,100 0 317,600
FMC CORP COM 302491303 128 2,100 SH   DFND 1 2,100 0 0
FNB CORP PA COM 302520101 17,177 1,421,950 SH   DFND 1 980,750 0 441,200
FORMFACTOR INC COM 346375108 8,029 1,189,525 SH   DFND 1 822,625 0 366,900
FORTEGRA FINANCIAL CORP COM 34954w104 4,405 641,200 SH   DFND 1 462,800 0 178,400
FTI CONSULTING INC COM 302941109 1,924 58,485 SH   DFND 1 29,085 0 29,400
GENERAL ELECTRIC CO COM 369604103 1,835 79,114 SH   DFND 1 78,214 0 900
GENUINE PARTS CO COM 372460105 105 1,350 SH   DFND 1 1,350 0 0
GOLDMAN SACHS GROUP INC COM 38141g104 3,249 21,481 SH   DFND 1 12,406 0 9,075
GOOGLE INC - CLASS A COM 38259p508 4,275 4,856 SH   DFND 1 2,821 0 2,035
GRANITE CONSTRUCTION INC COM 387328107 16,868 566,800 SH   DFND 1 387,300 0 179,500
GROUP 1 AUTOMOTIVE INC COM 398905109 26,530 412,400 SH   DFND 1 273,200 0 139,200
GSI GROUP INC COM 36191c205 15,331 1,906,900 SH   DFND 1 1,306,700 0 600,200
HALLIBURTON CO COM 406216101 1,454 34,845 SH   DFND 1 19,745 0 15,100
HANCOCK HOLDING CO COM 410120109 13,351 444,000 SH   DFND 1 305,300 0 138,700
HANGER INC COM 41043f208 28,097 888,300 SH   DFND 1 603,200 0 285,100
HANOVER INSURANCE GROUP INC COM 410867105 12,250 250,350 SH   DFND 1 157,150 0 93,200
HARMAN INT'L COM 413086109 3,441 63,485 SH   DFND 1 37,800 0 25,685
HARMONIC INC COM 413160102 14,940 2,352,800 SH   DFND 1 1,618,000 0 734,800
HASBRO INC COM 418056107 103 2,300 SH   DFND 1 2,300 0 0
HB FULLER CO COM 359694106 22,073 583,800 SH   DFND 1 403,400 0 180,400
HCC INSURANCE HOLDINGS INC COM 404132102 144 3,350 SH   DFND 1 3,350 0 0
HEALTHSOUTH CORP COM 421924309 10,685 371,000 SH   DFND 1 254,000 0 117,000
HEARTLAND EXPRESS INC COM 422347104 9,683 697,900 SH   DFND 1 481,800 0 216,100
HERITAGE FINANCIAL CORP COM 42722x106 9,662 659,500 SH   DFND 1 471,700 0 187,800
HFF INC CL A COM 40418F108 11,298 635,800 SH   DFND 1 420,500 0 215,300
HILL-ROM HOLDINGS INC COM 431475102 8,693 258,100 SH   DFND 1 150,600 0 107,500
HILLENBRAND INC COM 431571108 17,357 732,050 SH   DFND 1 496,450 0 235,600
HOSPIRA INC COM 441060100 1,366 35,650 SH   DFND 1 20,900 0 14,750
HOST HOTELS & RESORTS, INC COM 44107p104 81 4,800 SH   DFND 1 4,800 0 0
IDACORP INC. COM 451107106 21,874 458,000 SH   DFND 1 310,100 0 147,900
II-VI INC COM 902104108 6,722 413,400 SH   DFND 1 268,500 0 144,900
INNOPHOS HOLDINGS INC COM 45774n108 20,788 440,700 SH   DFND 1 296,900 0 143,800
INSIGHT ENTERPRISES INC COM 45765U103 24,371 1,373,760 SH   DFND 1 959,460 0 414,300
INTEGRATED DEVICE TECHNOLOGY I COM 458118106 30,964 3,899,750 SH   DFND 1 2,577,700 0 1,322,050
INTEL CORP COM 458140100 2,714 112,030 SH   DFND 1 74,330 0 37,700
INTERNATIONAL BUSINESS MACHINE COM 459200101 3,819 19,981 SH   DFND 1 12,656 0 7,325
INTERNATIONAL PAPER CO COM 460146103 27 600 SH   DFND 1 600 0 0
IXYS CORP COM 46600W106 21,058 1,904,000 SH   DFND 1 1,306,000 0 598,000
JABIL CIRCUIT INC COM 466313103 14,209 697,200 SH   DFND 1 487,000 0 210,200
JACK HENRY & ASSOCIATES INC COM 426281101 16,769 355,800 SH   DFND 1 243,900 0 111,900
JOHN WILEY & SONS INC CL A COM 968223206 152 3,800 SH   DFND 1 3,800 0 0
JOHNSON & JOHNSON COM 478160104 1,993 23,217 SH   DFND 1 23,017 0 200
JOS A BANK CLOTHIERS INC COM 480838101 11,674 282,525 SH   DFND 1 182,575 0 99,950
JPMORGAN CHASE & CO COM 46625H100 5,095 96,508 SH   DFND 1 56,508 0 40,000
KAMAN CORP COM 483548103 14,529 420,400 SH   DFND 1 288,100 0 132,300
KEY ENERGY SERVICES INC COM 492914106 16,728 2,811,400 SH   DFND 1 1,912,700 0 898,700
KFORCE INC COM 493732101 4,536 310,700 SH   DFND 1 213,100 0 97,600
KITE REALTY GROUP TRUST COM 49803T102 12,296 2,039,200 SH   DFND 1 1,436,600 0 602,600
KOHLS CORP COM 500255104 111 2,200 SH   DFND 1 2,200 0 0
KOPPERS HOLDINGS INC COM 50060p106 20,019 524,325 SH   DFND 1 361,725 0 162,600
KRATON PERFORMANCE POLYMERS COM 50077c106 17,766 838,000 SH   DFND 1 571,800 0 266,200
L-3 COMMUNICATIONS HOLDINGS COM 502424104 111 1,300 SH   DFND 1 1,300 0 0
LEVEL 3 COMMUNICATIONS INC COM 52729N308 1,311 62,180 SH   DFND 1 36,569 0 25,611
LEXINGTON REALTY TRUST COM 529043101 14,049 1,202,822 SH   DFND 1 819,587 0 383,235
LIFE TECHNOLOGIES CORP COM 53217v109 52 700 SH   DFND 1 700 0 0
LITTELFUSE INC COM 537008104 27,938 374,450 SH   DFND 1 255,650 0 118,800
LOWE'S COS INC COM 548661107 3,996 97,693 SH   DFND 1 51,393 0 46,300
MACK-CALI REALTY CORP COM 554489104 4,589 187,375 SH   DFND 1 129,075 0 58,300
MATTHEWS INT'L CORP CL A COM 577128101 22,126 586,900 SH   DFND 1 391,700 0 195,200
MCDERMOTT INTL INC COM 580037109 106 13,000 SH   DFND 1 13,000 0 0
MDC HOLDINGS INC COM 552676108 5,509 169,450 SH   DFND 1 123,350 0 46,100
MEADOWBROOK INSURANCE GROUP IN COM 58319P108 5,241 652,729 SH   DFND 1 462,967 0 189,762
MEASUREMENT SPECIALTIES INC COM 583421102 15,612 335,525 SH   DFND 1 222,125 0 113,400
MEN'S WEARHOUSE INC COM 587118100 29,228 772,200 SH   DFND 1 518,600 0 253,600
MERCK & CO INC COM 58933y105 172 3,694 SH   DFND 1 3,694 0 0
METHODE ELECTRONICS INC COM 591520200 29,050 1,707,800 SH   DFND 1 1,166,400 0 541,400
MICROSOFT CORP COM 594918104 2,641 76,463 SH   DFND 1 48,613 0 27,850
MOOG INC - CLASS A COM 615394202 9,672 187,700 SH   DFND 1 146,300 0 41,400
MYR GROUP INC COM 55405w104 16,221 834,000 SH   DFND 1 562,900 0 271,100
NATIONAL OILWELL VARCO INC COM 637071101 1,659 24,085 SH   DFND 1 13,935 0 10,150
NATURAL GAS SERVICES GROUP INC COM 63886q109 7,529 320,500 SH   DFND 1 232,300 0 88,200
NAVIGANT CONSULTING INC COM 63935N107 15,901 1,325,100 SH   DFND 1 907,900 0 417,200
NAVIGATORS GROUP INC COM 638904102 11,636 204,000 SH   DFND 1 139,000 0 65,000
NORFOLK SOUTHERN CORP COM 655844108 113 1,550 SH   DFND 1 1,550 0 0
NORTHERN TRUST CORP COM 665859104 130 2,250 SH   DFND 1 2,250 0 0
NUCOR CORP COM 670346105 2,311 53,350 SH   DFND 1 29,900 0 23,450
OCEANEERING INTERNATIONAL INC COM 675232102 24,086 333,600 SH   DFND 1 197,200 0 136,400
OM GROUP INC COM 670872100 20,611 666,600 SH   DFND 1 465,800 0 200,800
OMNOVA SOLUTIONS INC COM 682129101 18,946 2,365,300 SH   DFND 1 1,599,000 0 766,300
ON SEMICONDUCTOR CORP COM 682189105 14,978 1,853,765 SH   DFND 1 1,292,430 0 561,335
OPLINK COMMUNICATIONS INC COM 68375Q403 11,259 648,200 SH   DFND 1 459,800 0 188,400
ORBITAL SCIENCES CORP COM 685564106 24,544 1,413,000 SH   DFND 1 985,800 0 427,200
OWENS & MINOR INC COM 690732102 8,398 248,250 SH   DFND 1 164,150 0 84,100
PARK STERLING CORP COM 70086y105 3,075 520,300 SH   DFND 1 378,100 0 142,200
PARKER HANNIFIN CORP COM 701094104 134 1,400 SH   DFND 1 1,400 0 0
PARKWAY PROPERTIES INC COM 70159Q104 5,829 347,775 SH   DFND 1 245,375 0 102,400
PATTERSON COS INC COM 703395103 49 1,300 SH   DFND 1 1,300 0 0
PEBBLEBROOK HOTEL TRUST COM 70509v100 19,446 752,250 SH   DFND 1 519,050 0 233,200
PEOPLE'S UNITED FINANCIAL INC COM 712704105 66 4,450 SH   DFND 1 4,450 0 0
PEPSICO INC COM 713448108 969 11,850 SH   DFND 1 11,850 0 0
PG&E CORPORATION COM 69331c108 69 1,500 SH   DFND 1 1,500 0 0
PLANTRONICS INC. COM 727493108 20,067 456,900 SH   DFND 1 319,000 0 137,900
PROASSURANCE CORP COM 74267C106 13,186 252,800 SH   DFND 1 187,000 0 65,800
PROCTER & GAMBLE CO COM 742718109 144 1,866 SH   DFND 1 1,866 0 0
PROSPERITY BANCSHARES INC COM 743606105 21,560 416,300 SH   DFND 1 274,400 0 141,900
PVR PARTNERS LP COM 693665101 34 1,250 SH   DFND 1 0 0 1,250
REGAL BELOIT CORP COM 758750103 27,675 426,825 SH   DFND 1 292,025 0 134,800
ROGERS CORP COM 775133101 23,662 500,050 SH   DFND 1 342,750 0 157,300
SCBT FINANCIAL CORP COM 78401v102 6,662 132,200 SH   DFND 1 91,800 0 40,400
SCHLUMBERGER LTD COM 806857108 10 134 SH   DFND 1 134 0 0
SCOTTS COMPANY CL A COM 810186106 140 2,900 SH   DFND 1 2,900 0 0
SELECTIVE INSURANCE GROUP COM 816300107 7,742 336,300 SH   DFND 1 228,000 0 108,300
SIRONA DENTAL SYSTEMS INC COM 82966C103 14,423 218,925 SH   DFND 1 149,625 0 69,300
SKYWORKS SOLUTIONS INC COM 83088M102 138 6,300 SH   DFND 1 6,300 0 0
SNAP-ON INC COM 833034101 116 1,300 SH   DFND 1 1,300 0 0
SNYDERS-LANCE INC COM 833551104 20,258 713,075 SH   DFND 1 493,675 0 219,400
SONOCO PRODUCTS CO COM 835495102 145 4,200 SH   DFND 1 4,200 0 0
STANDARD PARKING CORP COM 853790103 17,574 818,900 SH   DFND 1 563,500 0 255,400
STIFEL FINANCIAL CORP COM 860630102 2,087 58,522 SH   DFND 1 11,056 0 47,466
STONERIDGE INC COM 86183p102 15,177 1,303,900 SH   DFND 1 872,700 0 431,200
SUPERIOR ENERGY SERVICES INC COM 868157108 137 5,300 SH   DFND 1 5,300 0 0
SUSQUEHANNA BANK COM 869099101 15,210 1,183,656 SH   DFND 1 799,180 0 384,476
TELEFLEX INC COM 879369106 101 1,300 SH   DFND 1 1,300 0 0
THE FINISH LINE - CLASS A COM 317923100 18,609 851,300 SH   DFND 1 583,700 0 267,600
TJX COS INC COM 872540109 3,798 75,861 SH   DFND 1 45,511 0 30,350
TOWERS WATSON & CO COM 891894107 172 2,100 SH   DFND 1 2,100 0 0
TRICO BANCSHARES COM 896095106 12,476 584,900 SH   DFND 1 413,200 0 171,700
TRIUMPH GROUP INC COM 896818101 26,737 337,800 SH   DFND 1 231,200 0 106,600
UDR INC COM 902653104 41 1,621 SH   DFND 1 1,621 0 0
UNION PACIFIC CORP COM 907818108 23 150 SH   DFND 1 150 0 0
UNIT CORP COM 909218109 16,779 394,050 SH   DFND 1 273,350 0 120,700
UNITED FINANCIAL BANCORP INC COM 91030t109 12,606 832,100 SH   DFND 1 569,400 0 262,700
UNITED STATIONERS INC COM 913004107 24,556 731,925 SH   DFND 1 499,725 0 232,200
UNIVEST CORP OF PENNSYLVANIA COM 915271100 5,250 275,300 SH   DFND 1 193,800 0 81,500
UNS ENERGY CORP COM 903119105 9,975 223,000 SH   DFND 1 153,500 0 69,500
US SILICA HOLDINGS INC COM 90346e103 4,621 222,400 SH   DFND 1 153,900 0 68,500
VALSPAR CORP COM 920355104 84 1,300 SH   DFND 1 1,300 0 0
WADDELL & REED FINANCIAL INC C COM 930059100 13,337 306,600 SH   DFND 1 202,200 0 104,400
WAL-MART STORES INC COM 931142103 4,474 60,058 SH   DFND 1 35,208 0 24,850
WALT DISNEY CO COM 254687106 4,033 63,865 SH   DFND 1 32,265 0 31,600
WEINGARTEN REALTY INVESTORS COM 948741103 143 4,650 SH   DFND 1 4,650 0 0
WELLCARE HEALTH PLANS INC COM 94946t106 23,320 419,800 SH   DFND 1 287,400 0 132,400
WELLPOINT INC COM 94973V107 3,438 42,010 SH   DFND 1 24,210 0 17,800
WELLS FARGO & CO COM 949746101 5,709 138,340 SH   DFND 1 79,517 0 58,823
WERNER ENTERPRISES INC COM 950755108 10,676 441,700 SH   DFND 1 302,700 0 139,000
WESTAR ENERGY INC COM 95709T100 121 3,800 SH   DFND 1 3,800 0 0
WESTERN UNION CO COM 959802109 139 8,100 SH   DFND 1 8,100 0 0
WEX INC COM 96208T104 20,625 268,900 SH   DFND 1 177,600 0 91,300
WHIRLPOOL CORP COM 963320106 3,677 32,154 SH   DFND 1 18,454 0 13,700
WHITING PETROLEUM CORP COM 966387102 2,869 62,255 SH   DFND 1 37,405 0 24,850
WMS INDUSTRIES INC COM 929297109 21,296 834,800 SH   DFND 1 465,800 0 369,000
WR BERKLEY CORP COM 084423102 124 3,025 SH   DFND 1 3,025 0 0
XCEL ENERGY INC COM 98389B100 113 4,000 SH   DFND 1 4,000 0 0
ZIMMER HOLDINGS, INC COM 98956p102 3,241 43,245 SH   DFND 1 25,895 0 17,350