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
1st Source Corp COM 336901103 258 8,348 SH   SOLE   8,348 0 0
58.com COM 31680Q104 274 4,153 SH   SOLE   4,153 0 0
8x8 Inc COM 282914100 401 35,016 SH   SOLE   35,016 0 0
Aaron's COM 002535300 31,550 1,409,133 SH   SOLE   1,059,242 0 349,891
Abengoa Yield plc COM G00349103 2,731 141,558 SH   SOLE   141,558 0 0
Abercrombie & Fitch (A) COM 002896207 884 32,744 SH   SOLE   32,744 0 0
Accenture Plc COM G1151C101 3,875 37,077 SH   SOLE   37,077 0 0
Activision Blizzard COM 00507V109 906 23,400 SH   SOLE   0 0 23,400
ADM COM 039483102 3,250 88,610 SH   SOLE   88,610 0 0
ADT COM 00101J106 1,589 48,185 SH   SOLE   24,353 0 23,832
Advance Auto Parts COM 00751Y106 584 3,880 SH   SOLE   0 0 3,880
Aegerion Pharma COM 00767E102 1,653 163,624 SH   SOLE   163,624 0 0
Aegion Corp COM 00770F104 15,199 787,094 SH   SOLE   760,867 0 26,227
AerCap Hldgs NV COM N00985106 81,155 1,880,318 SH   SOLE   1,211,381 0 668,937
AES Corp COM 00130H105 198,970 20,791,044 SH   SOLE   12,443,763 0 8,347,281
Aetna COM 00817Y108 6,187 57,223 SH   SOLE   7,747 0 49,476
Aflac Inc COM 001055102 15,156 253,026 SH   SOLE   107,795 0 145,231
Alaska Air Group COM 011659109 234,980 2,918,649 SH   SOLE   1,810,490 0 1,108,159
Alibaba Group COM 01609W102 19,945 245,419 SH   SOLE   245,419 0 0
Alliant Corp COM 018802108 393 6,300 SH   SOLE   0 0 6,300
Allied World Assrnc COM H01531104 40,064 1,077,280 SH   SOLE   615,891 0 461,389
Allstate Corp COM 020002101 282,961 4,557,279 SH   SOLE   2,694,405 0 1,862,874
Ally Financial COM 02005N100 168,066 9,016,408 SH   SOLE   5,433,778 0 3,582,630
Altisource Port Solu COM L0175J104 6,008 216,054 SH   SOLE   211,612 0 4,442
Altria Group COM 02209S103 64,718 1,111,806 SH   SOLE   606,200 0 505,606
AmBev COM 02319V103 29,208 6,548,953 SH   SOLE   6,548,953 0 0
AMC Networks COM 00164V103 1,632 21,850 SH   SOLE   18,230 0 3,620
Amdocs Ltd COM G02602103 98,147 1,798,549 SH   SOLE   1,067,971 0 730,578
Amedisys COM 023436108 1,254 31,904 SH   SOLE   31,904 0 0
America Movil COM 02364W105 5,495 390,810 SH   SOLE   390,810 0 0
American Airlines Grp COM 02376R102 56,470 1,333,423 SH   SOLE   814,575 0 518,848
American Axle & Mfg COM 024061103 4,096 216,274 SH   SOLE   216,274 0 0
American Elec Pwr COM 025537101 224,059 3,845,192 SH   SOLE   2,224,604 0 1,620,588
American Finl Group COM 025932104 29,949 415,502 SH   SOLE   193,598 0 221,904
American Intl Group COM 026874784 371,955 6,002,186 SH   SOLE   3,592,427 0 2,409,759
AmerisourceBergen COM 03073E105 28,294 272,820 SH   SOLE   125,589 0 147,231
Amern Eagle Outfitters COM 02553E106 31,984 2,063,490 SH   SOLE   983,831 0 1,079,659
Amgen Inc COM 031162100 55,592 342,460 SH   SOLE   232,833 0 109,627
Anthem COM 036752103 35,671 255,819 SH   SOLE   154,092 0 101,727
Apple COM 037833100 162,869 1,547,303 SH   SOLE   1,040,314 0 506,989
AptarGroup COM 038336103 574 7,900 SH   SOLE   0 0 7,900
Argan COM 04010E109 6,282 193,887 SH   SOLE   193,887 0 0
Armada Hoffler Prop COM 04208T108 5,750 548,636 SH   SOLE   548,636 0 0
Array BioPharma COM 04269X105 89 21,039 SH   SOLE   21,039 0 0
Ashford Hospitality COM 044103109 15,815 2,506,262 SH   SOLE   2,378,510 0 127,752
Ashford Hospitality Pr COM 044102101 2,783 191,954 SH   SOLE   191,954 0 0
Aspen Ins Hldgs Ltd COM G05384105 54,363 1,125,527 SH   SOLE   828,525 0 297,002
Aspen Technology COM 045327103 93,730 2,482,265 SH   SOLE   1,591,247 0 891,018
Assurant COM 04621X108 124,624 1,547,359 SH   SOLE   925,733 0 621,626
Assured Guaranty Ltd COM G0585R106 165,453 6,260,055 SH   SOLE   4,034,974 0 2,225,081
AT&T COM 00206R102 202,811 5,893,945 SH   SOLE   3,361,445 0 2,532,500
Atlas Air Worldwide COM 049164205 3,274 79,200 SH   SOLE   79,200 0 0
Atmos Energy COM 049560105 2,997 47,542 SH   SOLE   12,508 0 35,034
Atwood Oceanics COM 050095108 10,022 979,699 SH   SOLE   910,346 0 69,353
Avery Dennison Corp COM 053611109 3,051 48,698 SH   SOLE   48,698 0 0
AVG Technologies COM N07831105 3,002 149,743 SH   SOLE   149,743 0 0
Avnet COM 053807103 13,019 303,895 SH   SOLE   165,968 0 137,927
Avon Products COM 054303102 2,526 623,613 SH   SOLE   552,735 0 70,878
AXIS Capital Hldgs COM G0692U109 98,282 1,748,170 SH   SOLE   973,081 0 775,089
Baidu.com COM 056752108 3,003 15,885 SH   SOLE   15,885 0 0
Banc of California COM 05990K106 5,319 363,809 SH   SOLE   363,809 0 0
Banco Bradesco S.A. COM 059460303 951 197,722 SH   SOLE   197,722 0 0
Banco Latino de Com COM P16994132 5,774 222,671 SH   SOLE   222,671 0 0
Bank of America COM 060505104 538,149 31,975,580 SH   SOLE   19,088,484 0 12,887,096
Barclays plc -ADR COM 06738E204 1,712 132,065 SH   SOLE   83,595 0 48,470
Bard (C R) COM 067383109 19,036 100,486 SH   SOLE   54,449 0 46,037
Becton Dickinson COM 075887109 447 2,900 SH   SOLE   0 0 2,900
Bed Bath & Beyond COM 075896100 149,188 3,091,970 SH   SOLE   1,822,609 0 1,269,361
Berkshire Hills Banc COM 084680107 8,375 287,715 SH   SOLE   287,715 0 0
Best Buy COM 086516101 50,624 1,662,537 SH   SOLE   1,054,762 0 607,775
Big Lots COM 089302103 47,841 1,241,323 SH   SOLE   733,202 0 508,121
Biogen COM 09062X103 8,079 26,372 SH   SOLE   20,114 0 6,258
BioTelemetry COM 090672106 245 20,954 SH   SOLE   20,954 0 0
Black Box COM 091826107 956 100,316 SH   SOLE   100,316 0 0
BlackRock Capital COM 092533108 646 68,762 SH   SOLE   68,762 0 0
Boeing Co COM 097023105 16,040 110,932 SH   SOLE   85,156 0 25,776
Bravo Brio Restrnt COM 10567B109 2,179 242,128 SH   SOLE   242,128 0 0
BRF Brasil Foods COM 10552T107 521 37,732 SH   SOLE   37,732 0 0
Brink's Co COM 109696104 2,697 93,454 SH   SOLE   93,454 0 0
Brinker Intl COM 109641100 35,844 747,539 SH   SOLE   325,152 0 422,387
Bristow Group COM 110394103 3,024 116,751 SH   SOLE   99,364 0 17,387
Broadridge Financial COM 11133T103 2,391 44,500 SH   SOLE   0 0 44,500
Brocade Comm Sys COM 111621306 34,210 3,726,619 SH   SOLE   1,869,191 0 1,857,428
Brookfield Prop Ptnrs COM G16249107 1,143 49,193 SH   SOLE   32,635 0 16,558
Bunge Ltd COM G16962105 146,025 2,138,618 SH   SOLE   1,266,904 0 871,714
CA COM 12673P105 25,005 875,525 SH   SOLE   551,729 0 323,796
Cabot Corp COM 127055101 2,232 54,604 SH   SOLE   54,604 0 0
Cadence Design Sys COM 127387108 30,154 1,449,011 SH   SOLE   1,005,928 0 443,083
CAI Intl COM 12477X106 1,312 130,120 SH   SOLE   130,120 0 0
Cal-Maine Foods COM 128030202 118,771 2,563,030 SH   SOLE   1,535,914 0 1,027,116
Calpine Corp COM 131347304 2,569 177,529 SH   SOLE   177,529 0 0
Campbell Soup COM 134429109 2,166 41,211 SH   SOLE   6,000 0 35,211
Capital One Finl COM 14040H105 110,042 1,524,544 SH   SOLE   897,056 0 627,488
Cardinal Financial COM 14149F109 3,944 173,343 SH   SOLE   173,343 0 0
Cardinal Health COM 14149Y108 228,169 2,555,938 SH   SOLE   1,471,631 0 1,084,307
Carnival Corp COM 143658300 10,167 186,613 SH   SOLE   186,613 0 0
Carter's Inc COM 146229109 26,716 300,075 SH   SOLE   143,618 0 156,457
Casey's Gen Stores COM 147528103 3,758 31,200 SH   SOLE   0 0 31,200
Cash America Intl COM 14754D100 15,420 514,854 SH   SOLE   491,686 0 23,168
Cato Corp (A) COM 149205106 346 9,410 SH   SOLE   9,410 0 0
CBL & Associates Pptys COM 124830100 92,190 7,452,716 SH   SOLE   4,974,441 0 2,478,275
CBOE Holdings COM 12503M108 29,396 452,947 SH   SOLE   205,757 0 247,190
CBRE Group COM 12504L109 183,679 5,311,719 SH   SOLE   3,189,732 0 2,121,987
CBS COM 124857202 3,148 66,788 SH   SOLE   66,788 0 0
Cemig S.A. COM 204409601 13,634 9,089,593 SH   SOLE   8,309,272 0 780,321
Centene Corp COM 15135B101 777 11,800 SH   SOLE   0 0 11,800
Central Garden & Pet COM 153527205 356 26,210 SH   SOLE   26,210 0 0
CenturyLink COM 156700106 1,126 44,770 SH   SOLE   35,900 0 8,870
CF Industries COM 125269100 153,192 3,753,774 SH   SOLE   2,247,541 0 1,506,233
Cheesecake Factory COM 163072101 25,900 561,697 SH   SOLE   262,147 0 299,550
Chemed Corp COM 16359R103 255 1,700 SH   SOLE   1,700 0 0
Chevron COM 166764100 6,481 72,047 SH   SOLE   66,147 0 5,900
Chico's FAS COM 168615102 6,721 629,920 SH   SOLE   157,832 0 472,088
Children's Pl Rtl Strs COM 168905107 1,766 31,987 SH   SOLE   31,987 0 0
China Lodging Group COM 16949N109 670 21,439 SH   SOLE   21,439 0 0
China Yuchai Intl Ltd COM G21082105 600 55,746 SH   SOLE   41,408 0 14,338
ChipMOS TECH LTD COM G2110R114 7,168 362,009 SH   SOLE   362,009 0 0
Church & Dwight COM 171340102 17,499 206,157 SH   SOLE   111,095 0 95,062
Cirrus Logic COM 172755100 1,791 60,651 SH   SOLE   60,651 0 0
Cisco Systems COM 17275R102 24,031 884,950 SH   SOLE   803,967 0 80,983
Citigroup COM 172967424 504,934 9,757,183 SH   SOLE   5,846,096 0 3,911,087
Citrix Systems COM 177376100 105,539 1,395,100 SH   SOLE   877,745 0 517,355
Civeo COM 17878Y108 181 127,118 SH   SOLE   127,118 0 0
Clorox Co COM 189054109 31,720 250,098 SH   SOLE   115,009 0 135,089
CMS Energy COM 125896100 7,624 211,311 SH   SOLE   211,311 0 0
Coach COM 189754104 12,871 393,257 SH   SOLE   249,700 0 143,557
Coca-Cola Enterprises COM 19122T109 29,828 605,762 SH   SOLE   272,892 0 332,870
Colgate-Palmolive COM 194162103 21,236 318,766 SH   SOLE   157,142 0 161,624
Colliers International COM 194693107 8,919 200,200 SH   SOLE   200,200 0 0
Comfort Systems USA COM 199908104 4,124 145,110 SH   SOLE   145,110 0 0
Con Edison COM 209115104 19,945 310,333 SH   SOLE   205,340 0 104,993
Concord Medical COM 206277105 350 72,277 SH   SOLE   64,804 0 7,473
Controladora Vuela cia COM 21240E105 1,207 70,335 SH   SOLE   46,439 0 23,896
Cooper Tire & Rubber COM 216831107 88,052 2,326,332 SH   SOLE   1,611,586 0 714,746
CoreSite Realty COM 21870Q105 8,743 154,148 SH   SOLE   154,148 0 0
Costamare COM Y1771G102 964 92,553 SH   SOLE   67,641 0 24,912
Costco Wholesale COM 22160K105 24,854 153,896 SH   SOLE   84,008 0 69,888
Cousins Properties COM 222795106 460 48,770 SH   SOLE   48,770 0 0
Credicorp Ltd COM G2519Y108 376 3,859 SH   SOLE   3,859 0 0
Ctrip.com COM 22943F100 763 16,460 SH   SOLE   16,460 0 0
Customers Bancorp COM 23204G100 3,997 146,855 SH   SOLE   146,855 0 0
CVS Health Corp COM 126650100 20,053 205,099 SH   SOLE   175,638 0 29,461
Dana Holding Corp COM 235825205 31,206 2,261,300 SH   SOLE   1,554,139 0 707,161
Darden Restaurants COM 237194105 20,698 325,236 SH   SOLE   189,640 0 135,596
DaVita Inc COM 23918K108 17,466 250,548 SH   SOLE   86,796 0 163,752
Dean Foods Co COM 242370203 16,696 973,534 SH   SOLE   927,094 0 46,440
Deckers Outdoor Corp COM 243537107 23,908 506,527 SH   SOLE   325,880 0 180,647
Del Monte Produce COM G36738105 416 10,709 SH   SOLE   10,709 0 0
Delphi Automotive COM G27823106 4,223 49,260 SH   SOLE   49,260 0 0
Delta Air Lines COM 247361702 244,380 4,821,061 SH   SOLE   2,879,434 0 1,941,627
Deutsche Bank AG COM D18190898 967 40,054 SH   SOLE   40,054 0 0
Deutsche X-trackers Harvest CS COM 233051879 9,513 339,984 SH   SOLE   339,984 0 0
DHI Group COM 23331S100 974 106,245 SH   SOLE   106,245 0 0
Diamond Offshore COM 25271C102 2,599 123,176 SH   SOLE   70,997 0 52,179
Dillard's COM 254067101 24,204 368,353 SH   SOLE   186,603 0 181,750
Discovery Comm COM 25470F104 2,324 87,111 SH   SOLE   80,453 0 6,658
Dominion Diamond COM 257287102 1,878 183,529 SH   SOLE   183,529 0 0
Domino's COM 25754A201 2,525 22,700 SH   SOLE   0 0 22,700
Domtar Corp COM 257559203 67,467 1,825,897 SH   SOLE   1,363,024 0 462,873
Dr Pepper Snapple Grp COM 26138E109 144,290 1,548,180 SH   SOLE   766,372 0 781,808
Dril-Quip COM 262037104 11,905 200,999 SH   SOLE   126,792 0 74,207
DSW COM 23334L102 5,218 218,708 SH   SOLE   121,003 0 97,705
Duke Energy COM 26441C204 266 3,731 SH   SOLE   3,731 0 0
EarthLink Hldgs COM 27033X101 3,464 466,283 SH   SOLE   454,573 0 11,710
eBay COM 278642103 274,753 9,998,284 SH   SOLE   5,860,803 0 4,137,481
Edison Intl COM 281020107 183,478 3,098,771 SH   SOLE   1,776,435 0 1,322,336
Edwards Lifesciences COM 28176E108 621 7,860 SH   SOLE   0 0 7,860
El Paso Electric COM 283677854 4,980 129,345 SH   SOLE   129,345 0 0
Electronic Arts COM 285512109 20,954 304,917 SH   SOLE   197,443 0 107,474
Embraer COM 29082A107 280 9,478 SH   SOLE   9,478 0 0
EMCOR Group COM 29084Q100 28,472 592,669 SH   SOLE   583,239 0 9,430
Emergent BioSolutions COM 29089Q105 13,610 340,175 SH   SOLE   340,175 0 0
Empresa El(Chile)-ADR COM 29244T101 228 6,145 SH   SOLE   6,145 0 0
Encore Capital Grp COM 292554102 2,446 84,120 SH   SOLE   84,120 0 0
Enersis -Spon ADR COM 29274F104 272 22,372 SH   SOLE   22,372 0 0
Ennis Business Forms COM 293389102 5,939 308,499 SH   SOLE   308,499 0 0
Ensco plc COM G3157S106 237,631 15,440,625 SH   SOLE   9,565,750 0 5,874,875
Entergy Corp COM 29364G103 294,027 4,301,153 SH   SOLE   2,506,266 0 1,794,887
Enterprise Financial COM 293712105 1,184 41,760 SH   SOLE   41,760 0 0
EOG Resources COM 26875P101 30,825 435,438 SH   SOLE   287,137 0 148,301
Equity LifeStyle Prp COM 29472R108 31,504 472,534 SH   SOLE   226,258 0 246,276
Everest Re Group Ltd COM G3223R108 168,557 920,623 SH   SOLE   581,215 0 339,408
Exelon Corp COM 30161N101 35,318 1,271,808 SH   SOLE   788,644 0 483,164
Expeditors COM 302130109 4,275 94,800 SH   SOLE   52,147 0 42,653
Express COM 30219E103 15,590 902,190 SH   SOLE   871,977 0 30,213
Express Scripts COM 30219G108 2,587 29,600 SH   SOLE   0 0 29,600
Extreme Networks COM 30226D106 5,468 1,340,215 SH   SOLE   1,326,532 0 13,683
ExxonMobil COM 30231G102 92,023 1,180,537 SH   SOLE   740,422 0 440,115
FactSet Research Sys COM 303075105 10,809 66,491 SH   SOLE   26,940 0 39,551
FairPoint Comm COM 305560302 4,683 291,439 SH   SOLE   291,439 0 0
Federal Agriculture Mtg COM 313148306 2,642 83,702 SH   SOLE   83,702 0 0
Federated Natl Hldg COM 31422T101 2,956 100,004 SH   SOLE   100,004 0 0
FedEx Corp COM 31428X106 182,818 1,227,048 SH   SOLE   736,543 0 490,505
Fiat Chrysler Autos COM N31738102 297 21,258 SH   SOLE   21,258 0 0
Fidelity Southern COM 316394105 4,270 191,416 SH   SOLE   191,416 0 0
Fifth Third Bancorp COM 316773100 1,140 56,734 SH   SOLE   56,734 0 0
FirstEnergy COM 337932107 35,130 1,107,164 SH   SOLE   581,904 0 525,260
Flagstar Bancorp COM 337930705 15,676 678,329 SH   SOLE   642,168 0 36,161
Flextronics Intl COM Y2573F102 104,145 9,290,404 SH   SOLE   5,853,421 0 3,436,983
Fluor Corp COM 343412102 7,517 159,182 SH   SOLE   72,887 0 86,295
FMC Technologies COM 30249U101 672 23,172 SH   SOLE   10,412 0 12,760
Foot Locker COM 344849104 106,863 1,641,776 SH   SOLE   840,331 0 801,445
Franklin Street Prop COM 35471R106 273 26,339 SH   SOLE   26,339 0 0
Frontline Ltd COM G3682E127 258 86,284 SH   SOLE   86,284 0 0
GameStop Corp COM 36467W109 249 8,896 SH   SOLE   8,896 0 0
Gap COM 364760108 27,409 1,109,667 SH   SOLE   515,943 0 593,724
General Cable COM 369300108 11,799 878,540 SH   SOLE   843,493 0 35,047
General Commun(A) COM 369385109 776 39,255 SH   SOLE   39,255 0 0
General Dynamics COM 369550108 146,213 1,064,449 SH   SOLE   649,688 0 414,761
General Mills COM 370334104 17,794 308,596 SH   SOLE   164,062 0 144,534
General Motors Corp COM 37045V100 154,030 4,528,954 SH   SOLE   2,827,406 0 1,701,548
Genworth Financial COM 37247D106 53,464 14,333,536 SH   SOLE   9,687,785 0 4,645,751
Geron COM 374163103 92 18,981 SH   SOLE   18,981 0 0
Gilead Sciences COM 375558103 274,082 2,708,585 SH   SOLE   1,631,918 0 1,076,667
Global Payments COM 37940X102 1,381 21,400 SH   SOLE   0 0 21,400
Goldman Sachs Group COM 38141G104 64,146 355,910 SH   SOLE   222,987 0 132,923
Goodyear Tire COM 382550101 168,437 5,155,711 SH   SOLE   3,137,386 0 2,018,325
Graham Holdings COM 384637104 679 1,400 SH   SOLE   0 0 1,400
Great Plains Energy COM 391164100 5,035 184,370 SH   SOLE   171,170 0 13,200
Grupo Aeroportuario Centro Nor COM 400501102 2,339 60,820 SH   SOLE   40,252 0 20,568
Grupo Aeroportuario del Pacifi COM 400506101 496 5,624 SH   SOLE   3,655 0 1,969
Grupo Aeroportuario del Surest COM 40051E202 893 6,346 SH   SOLE   6,346 0 0
Hartford Financial COM 416515104 40,594 934,054 SH   SOLE   572,798 0 361,256
Hawaiian Holdings COM 419879101 15,785 446,791 SH   SOLE   380,411 0 66,380
HCA COM 40412C101 20,948 309,747 SH   SOLE   193,988 0 115,759
HCI Group COM 40416E103 11,918 341,987 SH   SOLE   338,590 0 3,397
Helmerich & Payne COM 423452101 49,278 920,220 SH   SOLE   540,553 0 379,667
Henry (Jack) & Assoc COM 426281101 1,077 13,800 SH   SOLE   0 0 13,800
Henry Schein COM 806407102 11,175 70,640 SH   SOLE   41,817 0 28,823
Herbalife Ltd COM G4412G101 142,188 2,651,779 SH   SOLE   1,619,942 0 1,031,837
Hersha Hospitality COM 427825500 13,569 623,574 SH   SOLE   619,524 0 4,050
Hershey Company COM 427866108 1,419 15,900 SH   SOLE   0 0 15,900
Hertz Global Hldgs COM 42805T105 1,499 105,338 SH   SOLE   79,234 0 26,104
Hess Corp COM 42809H107 14,788 305,033 SH   SOLE   208,389 0 96,644
Highwoods Properties COM 431284108 34,622 794,079 SH   SOLE   524,922 0 269,157
Hill-Rom Holdings COM 431475102 49,517 1,030,319 SH   SOLE   707,924 0 322,395
Hologic COM 436440101 3,351 86,600 SH   SOLE   0 0 86,600
Home Depot Inc COM 437076102 10,314 77,990 SH   SOLE   77,990 0 0
Hospitality Properties Tr COM 44106M102 51,801 1,980,913 SH   SOLE   1,528,909 0 452,004
Host Hotels & Resorts COM 44107P104 12,196 795,027 SH   SOLE   417,532 0 377,495
HP COM 40434L105 4,136 349,328 SH   SOLE   346,888 0 2,440
HSBC Holdings plc ADR COM 404280406 1,089 27,587 SH   SOLE   17,462 0 10,125
Huntington Bancshares COM 446150104 164,090 14,836,319 SH   SOLE   9,310,832 0 5,525,487
Huntington Ingalls Inds COM 446413106 99,146 781,603 SH   SOLE   540,033 0 241,570
IAC/InterActiveCorp COM 44919P508 40,576 675,707 SH   SOLE   419,168 0 256,539
ICON COM G4705A100 6,368 81,958 SH   SOLE   40,984 0 40,974
IDACORP COM 451107106 8,504 125,055 SH   SOLE   82,727 0 42,328
INC Research Holdings COM 45329R109 1,275 26,290 SH   SOLE   26,290 0 0
Independent Bank COM 453838609 1,450 95,197 SH   SOLE   95,197 0 0
Industrias Bachoco COM 456463108 1,278 25,968 SH   SOLE   24,244 0 1,724
Ingram Micro (A) COM 457153104 1,689 55,592 SH   SOLE   55,592 0 0
Ingredion COM 457187102 108,561 1,132,732 SH   SOLE   683,778 0 448,954
Insight Enterprises COM 45765U103 799 31,827 SH   SOLE   31,827 0 0
Insperity COM 45778Q107 5,321 110,508 SH   SOLE   110,508 0 0
Intel Corp COM 458140100 385,637 11,194,118 SH   SOLE   6,817,279 0 4,376,839
Inteliquent COM 45825N107 2,479 139,514 SH   SOLE   131,955 0 7,559
Intl Bus Machines COM 459200101 12,933 93,974 SH   SOLE   57,980 0 35,994
Intl Paper Co COM 460146103 100,432 2,663,968 SH   SOLE   1,666,943 0 997,025
Intuit Inc COM 461202103 7,222 74,843 SH   SOLE   74,843 0 0
iShares MSCI Brazil Capped COM 464286400 4,169 201,588 SH   SOLE   201,588 0 0
iShares MSCI EAFE Small-Cap COM 464288273 4,376 87,600 SH   SOLE   87,600 0 0
iShares MSCI Emerging Markets COM 464287234 16,241 504,540 SH   SOLE   409,206 0 95,334
IShares MSCI India ETF COM 46429B598 23,399 850,874 SH   SOLE   850,874 0 0
iShares MSCI Japan COM 464286848 1,387 114,400 SH   SOLE   114,400 0 0
iShares MSCI South Korea Cappe COM 464286772 2,925 58,882 SH   SOLE   58,882 0 0
iShares MSCI Taiwan COM 464286731 8,453 661,979 SH   SOLE   661,979 0 0
iShares MSCI United Kingdom COM 46434V548 239 14,800 SH   SOLE   14,800 0 0
iShares Russell 1000 Val COM 464287598 894 9,140 SH   SOLE   9,140 0 0
Itau Unibanco COM 465562106 1,148 176,381 SH   SOLE   176,381 0 0
Jabil Circuit COM 466313103 146,108 6,273,435 SH   SOLE   3,817,912 0 2,455,523
Jack in the Box COM 466367109 15,956 208,004 SH   SOLE   94,815 0 113,189
Jacobs Engineering COM 469814107 7,663 182,665 SH   SOLE   97,792 0 84,873
Jazz Pharmaceuticals COM G50871105 237 1,686 SH   SOLE   1,686 0 0
JD.com COM 47215P106 634 19,647 SH   SOLE   19,647 0 0
JetBlue Airways COM 477143101 56,376 2,488,994 SH   SOLE   1,817,086 0 671,908
Johnson & Johnson COM 478160104 689,332 6,710,783 SH   SOLE   4,028,428 0 2,682,355
Jones Lang LaSalle COM 48020Q107 101,132 632,629 SH   SOLE   436,809 0 195,820
JPMorgan Chase COM 46625H100 683,235 10,347,344 SH   SOLE   6,212,469 0 4,134,875
Juniper Networks COM 48203R104 166,030 6,015,592 SH   SOLE   3,464,677 0 2,550,915
Kaiser Aluminum COM 483007704 15,904 190,108 SH   SOLE   180,000 0 10,108
Kellogg COM 487836108 32,841 454,426 SH   SOLE   210,154 0 244,272
KeyCorp COM 493267108 1,457 110,500 SH   SOLE   110,500 0 0
Keysight Technologies COM 49338L103 858 30,270 SH   SOLE   0 0 30,270
Kimberly-Clark COM 494368103 4,616 36,257 SH   SOLE   32,757 0 3,500
KNOT Offshore Partners COM Y48125101 207 15,368 SH   SOLE   15,368 0 0
Kohl's Corp COM 500255104 15,712 329,870 SH   SOLE   196,449 0 133,421
Kraton Perf Polymers COM 50077C106 11,175 672,773 SH   SOLE   652,344 0 20,429
Kroger Co COM 501044101 283,750 6,783,410 SH   SOLE   3,977,568 0 2,805,842
L-3 Communications COM 502424104 1,327 11,100 SH   SOLE   0 0 11,100
La-Z-Boy Chair Co COM 505336107 1,178 48,227 SH   SOLE   48,227 0 0
Lab Corp of Amer COM 50540R409 2,760 22,320 SH   SOLE   0 0 22,320
Lamar Advertising COM 512816109 1,329 22,160 SH   SOLE   22,160 0 0
Lancaster Colony COM 513847103 889 7,697 SH   SOLE   7,697 0 0
Landstar System COM 515098101 1,419 24,200 SH   SOLE   0 0 24,200
Lear Corp COM 521865204 224,084 1,824,343 SH   SOLE   1,124,080 0 700,263
Lexmark Intl COM 529771107 11,804 363,760 SH   SOLE   226,655 0 137,105
Ligand Pharm COM 53220K504 20,447 188,594 SH   SOLE   158,845 0 29,749
Lincoln Natl COM 534187109 118,742 2,362,561 SH   SOLE   1,382,352 0 980,209
Lowe's Cos COM 548661107 11,553 151,934 SH   SOLE   151,934 0 0
LyondellBasell Inds COM N53745100 176,765 2,034,123 SH   SOLE   1,230,576 0 803,547
Mack Cali Realty COM 554489104 32,950 1,411,133 SH   SOLE   1,237,266 0 173,867
Macy's COM 55616P104 3,675 105,051 SH   SOLE   75,770 0 29,281
magicJack VocalTec COM M6787E101 2,799 296,219 SH   SOLE   296,219 0 0
Magna Intl COM 559222401 16,732 412,536 SH   SOLE   277,865 0 134,671
ManpowerGroup COM 56418H100 5,376 63,783 SH   SOLE   63,783 0 0
Marathon Oil COM 565849106 58,746 4,666,077 SH   SOLE   2,773,763 0 1,892,314
Marathon Petroleum COM 56585A102 274,491 5,294,965 SH   SOLE   3,201,788 0 2,093,177
Markit COM G58249106 924 30,628 SH   SOLE   30,628 0 0
Masimo Corp COM 574795100 15,487 373,085 SH   SOLE   359,075 0 14,010
McDonald's Corp COM 580135101 16,699 141,348 SH   SOLE   40,736 0 100,612
McKesson Corp COM 58155Q103 213,055 1,080,238 SH   SOLE   634,245 0 445,993
Medifast COM 58470H101 2,891 95,170 SH   SOLE   92,860 0 2,310
MEDNAX COM 58502B106 7,142 99,672 SH   SOLE   60,312 0 39,360
Mercer Intl COM 588056101 5,523 610,330 SH   SOLE   610,330 0 0
Merck & Co COM 58933Y105 68,133 1,289,901 SH   SOLE   833,493 0 456,408
Meridian Bioscience COM 589584101 364 17,720 SH   SOLE   17,720 0 0
Meritor COM 59001K100 5,332 638,544 SH   SOLE   638,544 0 0
MetLife COM 59156R108 1,825 37,854 SH   SOLE   37,854 0 0
MGIC Inv Corp COM 552848103 91,725 10,387,854 SH   SOLE   6,978,107 0 3,409,747
Michael Kors COM G60754101 127,320 3,178,243 SH   SOLE   2,011,712 0 1,166,531
Micron Technology COM 595112103 22,295 1,574,480 SH   SOLE   1,260,365 0 314,115
Microsoft Corp COM 594918104 384,392 6,928,479 SH   SOLE   4,286,931 0 2,641,548
Mobile TeleSystems COM 607409109 2,999 485,339 SH   SOLE   485,339 0 0
Modine Manufacturing COM 607828100 310 34,280 SH   SOLE   34,280 0 0
Molina Healthcare COM 60855R100 622 10,340 SH   SOLE   10,340 0 0
MOMO Inc COM 60879B107 1,485 92,671 SH   SOLE   92,671 0 0
Moody's COM 615369105 168,764 1,681,926 SH   SOLE   968,831 0 713,095
Moog Inc -Cl A COM 615394202 368 6,077 SH   SOLE   6,077 0 0
Morgan Stanley COM 617446448 1,187 37,328 SH   SOLE   37,328 0 0
Mosaic COM 61945C103 15,181 550,222 SH   SOLE   290,987 0 259,235
Movado Group COM 624580106 3,840 149,371 SH   SOLE   149,371 0 0
MSG Networks COM 553573106 2,838 136,429 SH   SOLE   136,429 0 0
Murphy Oil Corp COM 626717102 66,754 2,973,469 SH   SOLE   1,698,803 0 1,274,666
Myers Industries COM 628464109 626 46,990 SH   SOLE   46,990 0 0
MYR Group COM 55405W104 2,841 137,837 SH   SOLE   137,837 0 0
Myriad Genetics COM 62855J104 22,561 522,726 SH   SOLE   361,081 0 161,645
Nabors Industries Ltd COM G6359F103 54,053 6,351,652 SH   SOLE   3,895,586 0 2,456,066
National Fuel Gas COM 636180101 3,005 70,283 SH   SOLE   70,283 0 0
National Grid plc COM 636274300 567 8,155 SH   SOLE   5,162 0 2,993
Natl Oilwell Varco COM 637071101 26,979 805,573 SH   SOLE   467,976 0 337,597
Navios Maritime Acquisition Co COM Y62159101 273 90,714 SH   SOLE   90,714 0 0
Net1 UEPS Tech COM 64107N206 8,654 640,568 SH   SOLE   615,211 0 25,357
NetApp COM 64110D104 18,094 682,032 SH   SOLE   291,022 0 391,010
NetEase COM 64110W102 29,556 163,079 SH   SOLE   163,079 0 0
NeuStar COM 64126X201 11,269 470,144 SH   SOLE   458,004 0 12,140
Nevsun Resources Ltd COM 64156L101 4,769 1,759,920 SH   SOLE   1,759,920 0 0
New Oriental Education & Tech COM 647581107 30,612 975,842 SH   SOLE   975,842 0 0
Nike Inc (B) COM 654106103 5,231 83,696 SH   SOLE   83,696 0 0
Nippon T & T -ADR COM 654624105 7,119 179,146 SH   SOLE   161,216 0 17,930
Noble Corp COM G65431101 195,541 18,534,709 SH   SOLE   11,401,297 0 7,133,412
Northrim Bancorp COM 666762109 1,257 47,251 SH   SOLE   21,211 0 26,040
Northrop Grumman COM 666807102 262,333 1,389,403 SH   SOLE   819,390 0 570,013
NorthStar Rlty Finance COM 66704R803 4,772 280,218 SH   SOLE   20,519 0 259,699
NRG Energy COM 629377508 39,373 3,345,213 SH   SOLE   2,431,510 0 913,703
Nu Skin Enterprises COM 67018T105 48,648 1,283,937 SH   SOLE   862,677 0 421,260
NVR Inc COM 62944T105 84,424 51,384 SH   SOLE   31,308 0 20,076
Ocean Rig UDW COM Y64354205 2,018 1,237,780 SH   SOLE   1,167,770 0 70,010
Oceaneering Intl COM 675232102 85,311 2,273,759 SH   SOLE   1,375,886 0 897,873
Oil States Intl COM 678026105 99,454 3,649,671 SH   SOLE   2,245,338 0 1,404,333
Old Republic COM 680223104 25,088 1,346,633 SH   SOLE   1,346,633 0 0
Omega Protein COM 68210P107 8,878 399,893 SH   SOLE   386,016 0 13,877
ON Semiconductor COM 682189105 11,125 1,135,225 SH   SOLE   762,683 0 372,542
Oracle COM 68389X105 11,835 323,976 SH   SOLE   323,976 0 0
Orbotech Ltd COM M75253100 7,948 359,132 SH   SOLE   359,132 0 0
Orthofix Intl NV COM N6748L102 1,683 42,923 SH   SOLE   42,923 0 0
Owens & Minor COM 690732102 54,577 1,516,869 SH   SOLE   1,082,729 0 434,140
Owens Corning COM 690742101 796 16,930 SH   SOLE   16,930 0 0
Panera Bread Co COM 69840W108 16,579 85,115 SH   SOLE   30,344 0 54,771
Patterson Cos COM 703395103 30,277 669,697 SH   SOLE   308,832 0 360,865
Penn National Gaming COM 707569109 8,503 530,751 SH   SOLE   520,987 0 9,764
PennyMac Finl Svcs COM 70932B101 870 56,641 SH   SOLE   56,641 0 0
PepsiCo COM 713448108 256,583 2,567,882 SH   SOLE   1,515,701 0 1,052,181
Petroleo Brasileiro Petrobras COM 71654V101 381 111,915 SH   SOLE   111,915 0 0
Petroleo Brasileiro S.A. COM 71654V408 384 89,373 SH   SOLE   89,373 0 0
Pfizer COM 717081103 594,095 18,404,443 SH   SOLE   10,929,071 0 7,475,372
PG&E Corp COM 69331C108 23,688 445,338 SH   SOLE   249,599 0 195,739
PharMerica COM 71714F104 2,117 60,497 SH   SOLE   60,497 0 0
Philip Morris Intl COM 718172109 194,869 2,216,684 SH   SOLE   1,300,085 0 916,599
Piedmont Office Rlty COM 720190206 382 20,220 SH   SOLE   0 0 20,220
Pinnacle West COM 723484101 26,800 415,631 SH   SOLE   182,309 0 233,322
Pioneer Energy Svcs COM 723664108 67 30,682 SH   SOLE   30,682 0 0
PNM Resources COM 69349H107 9,017 294,957 SH   SOLE   294,957 0 0
Portland Genl Elec COM 736508847 15,623 429,565 SH   SOLE   429,565 0 0
Priceline.com COM 741503403 45,812 35,932 SH   SOLE   22,970 0 12,962
Procter & Gamble COM 742718109 575 7,240 SH   SOLE   7,240 0 0
Progress Software Corp COM 743312100 4,165 173,540 SH   SOLE   173,540 0 0
Prosperity Bancshs COM 743606105 656 13,700 SH   SOLE   0 0 13,700
Prudential Financial COM 744320102 28,368 348,455 SH   SOLE   224,871 0 123,584
PS Business Parks COM 69360J107 655 7,492 SH   SOLE   7,492 0 0
Public Service Ent COM 744573106 159,595 4,124,980 SH   SOLE   2,332,023 0 1,792,957
Public Storage COM 74460D109 1,583 6,390 SH   SOLE   6,390 0 0
Qihoo 360 Tech COM 74734M109 387 5,320 SH   SOLE   5,320 0 0
Quality Systems COM 747582104 642 39,850 SH   SOLE   39,850 0 0
Quanta Services COM 74762E102 769 37,993 SH   SOLE   14,718 0 23,275
Quest Diagnostics COM 74834L100 85,362 1,199,916 SH   SOLE   737,533 0 462,383
Raytheon COM 755111507 2,466 19,800 SH   SOLE   0 0 19,800
RE/MAX Holdings COM 75524W108 2,380 63,811 SH   SOLE   63,811 0 0
Regional Management COM 75902K106 263 16,974 SH   SOLE   16,974 0 0
Regions Financial COM 7591EP100 3,927 409,037 SH   SOLE   262,325 0 146,712
Reinsurance Grp COM 759351604 99,305 1,160,785 SH   SOLE   765,301 0 395,484
Reliance Steel & Alum COM 759509102 3,308 57,120 SH   SOLE   57,120 0 0
RenaissanceRe Holdings COM G7496G103 27,520 243,135 SH   SOLE   115,110 0 128,025
Repligen Corp COM 759916109 1,263 44,661 SH   SOLE   44,661 0 0
RetailMeNot COM 76132B106 6,801 685,566 SH   SOLE   677,000 0 8,566
Rex American Resources COM 761624105 1,803 33,350 SH   SOLE   33,350 0 0
Ritchie Bros Auction COM 767744105 2,389 99,108 SH   SOLE   99,108 0 0
RLJ Lodging Trust COM 74965L101 45,237 2,091,418 SH   SOLE   1,350,542 0 740,876
Robert Half Intl COM 770323103 8,674 183,995 SH   SOLE   116,089 0 67,906
Rollins COM 775711104 1,037 40,050 SH   SOLE   0 0 40,050
Rowan Cos COM G7665A101 184,658 10,894,267 SH   SOLE   6,726,021 0 4,168,246
Ryanair Hldgs ADR COM 783513203 5,778 66,824 SH   SOLE   58,536 0 8,288
Ryder System Inc COM 783549108 4,490 79,006 SH   SOLE   41,679 0 37,327
Ryman Hospitality Ppty COM 78377T107 47,500 919,829 SH   SOLE   693,492 0 226,337
Sanderson Farms COM 800013104 1,021 13,171 SH   SOLE   13,171 0 0
Sanmina COM 801056102 5,491 266,828 SH   SOLE   264,841 0 1,987
Schweitzer Mauduit COM 808541106 2,039 48,560 SH   SOLE   48,560 0 0
SciClone Pharma COM 80862K104 2,144 233,096 SH   SOLE   233,096 0 0
Seadrill Ltd COM G7945E105 703 207,302 SH   SOLE   207,302 0 0
Seadrill Partners COM Y7545W109 1,505 412,284 SH   SOLE   412,284 0 0
Seaspan Corp COM Y75638109 7,240 457,955 SH   SOLE   375,001 0 82,954
Sherwin-Williams COM 824348106 5,970 22,997 SH   SOLE   22,027 0 970
Shutterfly COM 82568P304 2,020 45,322 SH   SOLE   45,322 0 0
Silicom Ltd COM M84116108 549 18,124 SH   SOLE   18,124 0 0
Silver Bay Realty Trust COM 82735Q102 298 19,038 SH   SOLE   19,038 0 0
Silver Standard Res COM 82823L106 947 182,764 SH   SOLE   182,764 0 0
Simon Property Grp COM 828806109 1,046 5,380 SH   SOLE   0 0 5,380
Sinclair Broadcast (A) COM 829226109 7,771 238,815 SH   SOLE   202,824 0 35,991
Sirona Dental COM 82966C103 7,309 66,709 SH   SOLE   30,156 0 36,553
SkyWest COM 830879102 2,055 108,043 SH   SOLE   108,043 0 0
Skyworks Solutions COM 83088M102 880 11,460 SH   SOLE   0 0 11,460
Sony Corp -Am Shares COM 835699307 1,452 59,017 SH   SOLE   37,357 0 21,660
Southern Co COM 842587107 722 15,425 SH   SOLE   2,608 0 12,817
Southern Copper COM 84265V105 234 8,943 SH   SOLE   8,943 0 0
Southwest Airlines COM 844741108 201,418 4,677,603 SH   SOLE   2,881,433 0 1,796,170
Southwest Gas COM 844895102 25,128 455,545 SH   SOLE   291,819 0 163,726
Spectrum Pharma COM 84763A108 134 22,263 SH   SOLE   22,263 0 0
Spirit AeroSystems COM 848574109 148,579 2,967,416 SH   SOLE   1,879,756 0 1,087,660
St Jude Medical Inc COM 790849103 2,041 33,038 SH   SOLE   26,805 0 6,233
Staples COM 855030102 32,188 3,398,987 SH   SOLE   1,753,465 0 1,645,522
Stryker Corp COM 863667101 11,346 122,082 SH   SOLE   65,949 0 56,133
Summit Hotel Prop COM 866082100 14,648 1,225,744 SH   SOLE   1,197,750 0 27,994
Sun Life Financial COM 866796105 5,070 162,500 SH   SOLE   162,500 0 0
Suncor Energy COM 867224107 6,636 257,226 SH   SOLE   231,926 0 25,300
Sunstone Hotel Invstrs COM 867892101 7,544 604,038 SH   SOLE   604,038 0 0
SunTrust Banks COM 867914103 278,008 6,489,455 SH   SOLE   3,983,673 0 2,505,782
Superior Energy Svc COM 868157108 305 22,650 SH   SOLE   22,650 0 0
SUPERVALU COM 868536103 12,779 1,884,788 SH   SOLE   1,351,945 0 532,843
Symantec Corp COM 871503108 270,145 12,864,063 SH   SOLE   7,522,414 0 5,341,649
Synopsys COM 871607107 9,831 215,535 SH   SOLE   215,535 0 0
T. Rowe Price Group COM 74144T108 65,687 918,833 SH   SOLE   492,340 0 426,493
Take-Two COM 874054109 174,273 5,002,096 SH   SOLE   3,099,950 0 1,902,146
Talen Energy COM 87422J105 8,896 1,427,972 SH   SOLE   1,392,256 0 35,716
Tanger Factory Outlet COM 875465106 1,366 41,770 SH   SOLE   0 0 41,770
Target Corp COM 87612E106 3,397 46,782 SH   SOLE   46,782 0 0
Taro Pharmaceutical COM M8737E108 8,049 52,080 SH   SOLE   44,684 0 7,396
Tech Data COM 878237106 14,925 224,835 SH   SOLE   108,180 0 116,655
Telefonica Brasil COM 87936R106 201 22,217 SH   SOLE   22,217 0 0
Telephone & Data COM 879433829 12,378 478,117 SH   SOLE   458,267 0 19,850
Tenneco COM 880349105 4,247 92,509 SH   SOLE   70,322 0 22,187
Teradyne Inc COM 880770102 4,160 201,244 SH   SOLE   191,099 0 10,145
Ternium SA COM 880890108 1,252 100,716 SH   SOLE   100,716 0 0
Tesoro COM 881609101 249,390 2,366,802 SH   SOLE   1,428,072 0 938,730
Teva Pharm Inds-ADR COM 881624209 4,107 62,572 SH   SOLE   52,132 0 10,440
THL Credit COM 872438106 8,031 750,561 SH   SOLE   750,561 0 0
Tower Intl COM 891826109 10,753 376,365 SH   SOLE   369,435 0 6,930
TransCanada Corp COM 89353D107 945 29,000 SH   SOLE   29,000 0 0
TransGlobe Energy COM 893662106 769 306,385 SH   SOLE   306,385 0 0
Transocean Ltd COM H8817H100 46,162 3,728,727 SH   SOLE   2,298,176 0 1,430,551
Travelers Companies COM 89417E109 338,368 2,998,120 SH   SOLE   1,763,509 0 1,234,611
Travelzoo COM 89421Q205 140 16,690 SH   SOLE   16,690 0 0
Trinity Industries COM 896522109 59,829 2,490,819 SH   SOLE   1,628,626 0 862,193
TrueBlue COM 89785X101 3,297 127,996 SH   SOLE   127,996 0 0
Tsakos Energy Nav COM G9108L108 8,158 1,030,110 SH   SOLE   970,295 0 59,815
Tyson Foods (A) COM 902494103 4,530 84,950 SH   SOLE   53,864 0 31,086
UGI Corp COM 902681105 22,825 676,099 SH   SOLE   546,211 0 129,888
Ultrapar COM 90400P101 316 20,722 SH   SOLE   20,722 0 0
United Comm Finl COM 909839102 63 10,630 SH   SOLE   10,630 0 0
United Continental COM 910047109 201,950 3,524,441 SH   SOLE   2,179,362 0 1,345,079
United Online COM 911268209 2,764 234,434 SH   SOLE   234,434 0 0
United Therapeutics COM 91307C102 231,929 1,480,935 SH   SOLE   903,872 0 577,063
UnitedHealth Group COM 91324P102 4,335 36,850 SH   SOLE   11,700 0 25,150
Universal Corp-Va COM 913456109 248 4,428 SH   SOLE   2,920 0 1,508
Unum Group COM 91529Y106 80,116 2,406,616 SH   SOLE   1,403,952 0 1,002,664
Urban Outfitters COM 917047102 805 35,393 SH   SOLE   35,007 0 386
USANA Health Sciences COM 90328M107 893 6,993 SH   SOLE   6,993 0 0
Vail Resorts COM 91879Q109 3,081 24,074 SH   SOLE   15,348 0 8,726
Vale S.A. ADR COM 91912E105 253 76,757 SH   SOLE   76,757 0 0
Vale S.A. Preferred COM 91912E204 280 109,608 SH   SOLE   109,608 0 0
Valero Energy COM 91913Y100 309,228 4,373,187 SH   SOLE   2,627,008 0 1,746,179
Validus Holdings Ltd COM G9319H102 62,288 1,345,614 SH   SOLE   956,408 0 389,206
Varian Medical Systems COM 92220P105 26,003 321,818 SH   SOLE   163,448 0 158,370
Vectren Corp COM 92240G101 13,498 318,203 SH   SOLE   219,755 0 98,448
Verisign COM 92343E102 241,699 2,766,701 SH   SOLE   1,621,228 0 1,145,473
Verizon Comm COM 92343V104 324,100 7,012,126 SH   SOLE   4,174,552 0 2,837,574
Viacom (B) COM 92553P201 2,822 68,572 SH   SOLE   68,572 0 0
VimpelCom Ltd COM 92719A106 88 26,854 SH   SOLE   16,998 0 9,856
Vipshop Holdings COM 92763W103 345 22,617 SH   SOLE   22,617 0 0
Visteon COM 92839U206 12,793 111,731 SH   SOLE   64,386 0 47,345
Voya Financial COM 929089100 224,242 6,075,380 SH   SOLE   3,655,926 0 2,419,454
W. P. Carey COM 92936U109 274 4,641 SH   SOLE   4,641 0 0
Wabash Natl Corp COM 929566107 15,744 1,330,869 SH   SOLE   1,296,750 0 34,119
Waddell & Reed (A) COM 930059100 39,672 1,384,238 SH   SOLE   928,808 0 455,430
Wal-Mart Stores COM 931142103 44,275 722,261 SH   SOLE   377,433 0 344,828
Walker & Dunlop COM 93148P102 1,337 46,424 SH   SOLE   46,424 0 0
Waters Corp COM 941848103 31,977 237,605 SH   SOLE   111,071 0 126,534
Web.com Group COM 94733A104 11,218 560,634 SH   SOLE   549,111 0 11,523
Western Refining COM 959319104 94,769 2,660,553 SH   SOLE   1,671,574 0 988,979
Whole Foods Market COM 966837106 64,892 1,937,065 SH   SOLE   1,043,476 0 893,589
Wi-Lan COM 928972108 1,516 1,148,700 SH   SOLE   1,148,700 0 0
Williams-Sonoma COM 969904101 10,801 184,914 SH   SOLE   87,198 0 97,716
WP Glimcher COM 92939N102 2,566 241,803 SH   SOLE   135,898 0 105,905
Wyndham Worldwide COM 98310W108 11,039 151,941 SH   SOLE   104,808 0 47,133
Xenia Hotels & Resorts COM 984017103 3,529 230,206 SH   SOLE   230,206 0 0
Xerox COM 984121103 17,601 1,655,829 SH   SOLE   1,035,698 0 620,131
Xinyuan Real Estate COM 98417P105 395 106,973 SH   SOLE   106,973 0 0
ZAGG COM 98884U108 2,414 220,690 SH   SOLE   220,690 0 0