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
ALPHABET INC CAP STK CL A COM 02079K305 19,383 30,364 SH   SOLE 20,618 0 9,746
ALPHABET INC CAP STK CL C COM 02079K107 11,299 18,571 SH   SOLE 12,861 0 5,710
3M CO COM 88579Y101 10,768 75,955 SH   SOLE 46,070 0 29,885
AAR CORP COM 000361105 3,770 198,711 SH   SOLE 198,711 0 0
AARONS INC COM PAR $0.50 002535300 311 8,610 SH   SOLE 8,610 0 0
ABBOTT LABS COM 002824100 16,947 421,365 SH   SOLE 221,920 0 199,445
ABBVIE INC COM 00287Y109 20,819 382,625 SH   SOLE 249,850 0 132,775
ABIOMED INC COM 003654100 1,708 18,415 SH   SOLE 17,485 0 930
ABM INDS INC COM 000957100 883 32,335 SH   SOLE 30,815 0 1,520
ACACIA RESH CORP ACACIA TCH COM 003881307 782 86,150 SH   SOLE 83,000 0 3,150
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,007 142,555 SH   SOLE 94,440 0 48,115
ACCESS NATL CORP COM 004337101 223 10,949 SH   SOLE 9,379 0 1,570
ACCO BRANDS CORP COM 00081T108 2,607 368,751 SH   SOLE 347,286 0 21,465
ACTIVISION BLIZZARD INC COM 00507V109 1,402 45,375 SH   SOLE 37,325 0 8,050
ACTUANT CORP CL A NEW 00508X203 388 21,080 SH   SOLE 20,200 0 880
ACUITY BRANDS INC COM 00508Y102 6,403 36,470 SH   SOLE 28,280 0 8,190
ADVANCED ENERGY INDS COM 007973100 966 36,731 SH   SOLE 34,961 0 1,770
ADVANCED MICRO DEVICES INC COM 007903107 9,655 5,613,460 SH   SOLE 3,473,990 0 2,139,470
AEROJET ROCKETDYNE HLDGS INC COM 007800105 2,671 165,100 SH   SOLE 165,100 0 0
AETNA INC NEW COM 00817Y108 6,903 63,095 SH   SOLE 50,230 0 12,865
AFFYMETRIX INC COM 00826T108 342 40,090 SH   SOLE 37,035 0 3,055
AG MTG INVT TR INC COM 001228105 2,078 136,510 SH   SOLE 130,365 0 6,145
AGCO CORP COM 001084102 1,605 34,420 SH   SOLE 32,250 0 2,170
AIR PRODS & CHEMS INC COM 009158106 767 6,010 SH   SOLE 4,370 0 1,640
AIRCASTLE LTD COM G0129K104 1,132 54,901 SH   SOLE 51,891 0 3,010
ALASKA AIR GROUP INC COM 011659109 2,519 31,705 SH   SOLE 7,385 0 24,320
ALLERGAN PLC SHS G0177J108 5,667 20,849 SH   SOLE 20,154 0 695
ALLIANT ENERGY CORP COM 018802108 1,975 33,760 SH   SOLE 32,830 0 930
ALLISON TRANSMISSION HLDGS I COM 01973R101 604 22,625 SH   SOLE 21,995 0 630
ALON USA ENERGY INC COM 020520102 2,099 116,150 SH   SOLE 109,845 0 6,305
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 364 46,696 SH   SOLE 29,771 0 16,925
ALTRIA GROUP INC COM 02209S103 1,190 21,880 SH   SOLE 21,680 0 200
AMAZON COM INC COM 023135106 57,211 111,765 SH   SOLE 71,825 0 39,940
AMBAC FINL GROUP INC COM NEW 023139884 2,165 149,649 SH   SOLE 139,944 0 9,705
AMC ENTMT HLDGS INC CL A COM 00165C104 1,352 53,675 SH   SOLE 51,625 0 2,050
AMERCO COM 023586100 1,310 3,330 SH   SOLE 3,260 0 70
AMEREN CORP COM 023608102 3,324 78,635 SH   SOLE 36,105 0 42,530
AMERICAN CAPITAL AGENCY CORP COM 02503X105 4,003 214,040 SH   SOLE 176,860 0 37,180
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 4,353 278,475 SH   SOLE 267,445 0 11,030
AMERICAN ELEC PWR INC COM 025537101 1,137 19,990 SH   SOLE 11,915 0 8,075
AMERICAN INTL GROUP INC COM NEW 026874784 1,216 21,400 SH   SOLE 14,370 0 7,030
AMERICAN STS WTR CO COM 029899101 4,390 106,031 SH   SOLE 99,946 0 6,085
AMERICAN WTR WKS CO INC NEW COM 030420103 3,679 66,795 SH   SOLE 27,595 0 39,200
AMERISOURCEBERGEN CORP COM 03073E105 29,310 308,555 SH   SOLE 188,760 0 119,795
AMGEN INC COM 031162100 25,133 181,705 SH   SOLE 118,215 0 63,490
AMN HEALTHCARE SERVICES INC COM 001744101 355 11,815 SH   SOLE 11,265 0 550
AMSURG CORP COM 03232P405 486 6,255 SH   SOLE 5,955 0 300
AMTRUST FINL SVCS INC COM 032359309 662 10,510 SH   SOLE 9,770 0 740
ANACOR PHARMACEUTICALS INC COM 032420101 1,812 15,390 SH   SOLE 14,360 0 1,030
ANSYS INC COM 03662Q105 1,508 17,105 SH   SOLE 16,625 0 480
ANTHEM INC COM 036752103 15,488 110,630 SH   SOLE 61,005 0 49,625
APOLLO INVT CORP COM 03761U106 1,135 207,040 SH   SOLE 201,224 0 5,816
APPLE INC COM 037833100 139,927 1,268,604 SH   SOLE 804,250 0 464,354
ARCHER DANIELS MIDLAND CO COM 039483102 15,710 379,020 SH   SOLE 225,775 0 153,245
ARGAN INC COM 04010E109 2,434 70,185 SH   SOLE 66,555 0 3,630
ARISTA NETWORKS INC COM 040413106 287 4,695 SH   SOLE 4,695 0 0
ARMOUR RESIDENTIAL REIT INC COM NEW 042315507 4,483 223,704 SH   SOLE 210,812 0 12,892
ARRAY BIOPHARMA INC COM 04269X105 47 10,380 SH   SOLE 3,595 0 6,785
ARROW ELECTRS INC COM 042735100 2,099 37,975 SH   SOLE 36,925 0 1,050
ASHFORD HOSPITALITY TR INC COM SHS 044103109 525 86,020 SH   SOLE 82,640 0 3,380
ASHLAND INC NEW COM 044209104 12,051 119,770 SH   SOLE 75,410 0 44,360
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 631 13,575 SH   SOLE 13,280 0 295
ASSURANT INC COM 04621X108 18,247 230,940 SH   SOLE 169,490 0 61,450
ASSURED GUARANTY LTD COM G0585R106 29,528 1,181,120 SH   SOLE 693,540 0 487,580
AT&T INC COM 00206R102 25,921 795,624 SH   SOLE 460,249 0 335,375
ATLANTIC PWR CORP COM NEW 04878Q863 148 79,540 SH   SOLE 74,700 0 4,840
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,854 53,660 SH   SOLE 51,680 0 1,980
ATMOS ENERGY CORP COM 049560105 21,352 367,005 SH   SOLE 228,095 0 138,910
ATWOOD OCEANICS INC COM 050095108 1,910 128,995 SH   SOLE 122,865 0 6,130
AVAGO TECHNOLOGIES LTD SHS Y0486S104 244 1,950 SH   SOLE 1,950 0 0
AVALONBAY CMNTYS INC COM 053484101 762 4,360 SH   SOLE 4,010 0 350
AVERY DENNISON CORP COM 053611109 8,464 149,625 SH   SOLE 97,010 0 52,615
AVON PRODS INC COM 054303102 319 98,040 SH   SOLE 80,850 0 17,190
AVX CORP NEW COM 002444107 688 52,570 SH   SOLE 49,760 0 2,810
BAKER HUGHES INC COM 057224107 363 6,985 SH   SOLE 6,985 0 0
BANCORPSOUTH INC COM 059692103 3,821 160,740 SH   SOLE 154,680 0 6,060
BANK AMER CORP COM 060505104 38,530 2,473,040 SH   SOLE 1,524,055 0 948,985
BANK NEW YORK MELLON CORP COM 064058100 8,934 228,190 SH   SOLE 139,440 0 88,750
BARNES GROUP INC COM 067806109 1,566 43,440 SH   SOLE 42,060 0 1,380
BASSETT FURNITURE INDS INC COM 070203104 1,148 41,210 SH   SOLE 39,520 0 1,690
BBCN BANCORP INC COM 073295107 724 48,215 SH   SOLE 46,440 0 1,775
BELMOND LTD CL A G1154H107 852 84,260 SH   SOLE 81,160 0 3,100
BEMIS INC COM 081437105 3,577 90,400 SH   SOLE 84,540 0 5,860
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,076 199,970 SH   SOLE 121,020 0 78,950
BERRY PLASTICS GROUP INC COM 08579W103 433 14,405 SH   SOLE 12,245 0 2,160
BEST BUY INC COM 086516101 21,566 580,985 SH   SOLE 331,020 0 249,965
BIG LOTS INC COM 089302103 8,694 181,435 SH   SOLE 104,045 0 77,390
BIO RAD LABS INC CL A 090572207 2,645 19,690 SH   SOLE 17,830 0 1,860
BIOGEN INC COM 09062X103 473 1,620 SH   SOLE 1,620 0 0
BLACK DIAMOND INC COM 09202G101 385 61,270 SH   SOLE 56,030 0 5,240
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 4,231 343,450 SH   SOLE 73,900 0 269,550
BRINKER INTL INC COM 109641100 6,869 130,420 SH   SOLE 62,375 0 68,045
BRISTOL MYERS SQUIBB CO COM 110122108 221 3,725 SH   SOLE 340 0 3,385
BROADCOM CORP CL A 111320107 883 17,165 SH   SOLE 15,530 0 1,635
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,983 35,820 SH   SOLE 34,840 0 980
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 2,150 207,100 SH   SOLE 58,440 0 148,660
BUILD A BEAR WORKSHOP COM 120076104 2,584 136,770 SH   SOLE 129,450 0 7,320
BUNGE LIMITED COM G16962105 17,194 234,575 SH   SOLE 131,960 0 102,615
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 3,748 55,300 SH   SOLE 53,640 0 1,660
CABLE ONE INC COM 12685J105 206 490 SH   SOLE 350 0 140
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 30,018 924,499 SH   SOLE 575,405 0 349,094
CABOT OIL & GAS CORP COM 127097103 2,362 108,050 SH   SOLE 25,640 0 82,410
CAMDEN PPTY TR SH BEN INT 133131102 1,593 21,560 SH   SOLE 19,330 0 2,230
CAMERON INTERNATIONAL CORP COM 13342B105 10,667 173,950 SH   SOLE 122,000 0 51,950
CARDINAL FINL CORP COM 14149F109 4,061 176,508 SH   SOLE 165,103 0 11,405
CARDINAL HEALTH INC COM 14149Y108 12,284 159,910 SH   SOLE 98,660 0 61,250
CARTER INC COM 146229109 862 9,515 SH   SOLE 8,380 0 1,135
CASEYS GEN STORES INC COM 147528103 1,207 11,725 SH   SOLE 11,260 0 465
CATHAY GEN BANCORP COM 149150104 9,717 324,345 SH   SOLE 310,715 0 13,630
CBL & ASSOC PPTYS INC COM 124830100 13,217 961,270 SH   SOLE 534,355 0 426,915
CBS CORP NEW CL B 124857202 200 5,010 SH   SOLE 5,010 0 0
CDW CORP COM 12514G108 15,083 369,150 SH   SOLE 233,470 0 135,680
CELANESE CORP DEL COM SER A 150870103 11,715 197,995 SH   SOLE 98,860 0 99,135
CELGENE CORP COM 151020104 918 8,485 SH   SOLE 8,485 0 0
CENTENE CORP DEL COM 15135B101 1,484 27,370 SH   SOLE 26,005 0 1,365
CENTERPOINT ENERGY INC COM 15189T107 218 12,095 SH   SOLE 12,095 0 0
CENTERSTATE BANKS INC COM 15201P109 2,185 148,612 SH   SOLE 139,732 0 8,880
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 1,045 64,865 SH   SOLE 57,345 0 7,520
CENTURYLINK INC COM 156700106 584 23,230 SH   SOLE 14,505 0 8,725
CF INDS HLDGS INC COM 125269100 4,257 94,805 SH   SOLE 49,765 0 45,040
CHEESECAKE FACTORY INC COM 163072101 2,049 37,975 SH   SOLE 36,305 0 1,670
CHEMICAL FINL CORP COM 163731102 827 25,570 SH   SOLE 24,620 0 950
CHEVRON CORP NEW COM 166764100 2,913 36,930 SH   SOLE 30,685 0 6,245
CHICAGO BRIDGE & IRON CO N V COM 167250109 7,926 199,850 SH   SOLE 118,845 0 81,005
CHILDRENS PL INC COM 168905107 1,276 22,125 SH   SOLE 20,945 0 1,180
CHIMERA INVT CORP COM NEW 16934Q208 2,271 169,847 SH   SOLE 20,698 0 149,149
CHUBB CORP COM 171232101 201 1,640 SH   SOLE 1,640 0 0
CHURCH & DWIGHT INC COM 171340102 1,353 16,125 SH   SOLE 15,675 0 450
CIGNA CORPORATION COM 125509109 38,105 282,215 SH   SOLE 162,950 0 119,265
CINCINNATI BELL INC NEW COM 171871106 1,021 327,099 SH   SOLE 312,699 0 14,400
CINTAS CORP COM 172908105 12,478 145,515 SH   SOLE 63,315 0 82,200
CISCO SYS INC COM 17275R102 35,393 1,348,290 SH   SOLE 907,560 0 440,730
CITIGROUP INC COM NEW 172967424 20,916 421,606 SH   SOLE 257,681 0 163,925
CLECO CORP NEW COM 12561W105 1,113 20,900 SH   SOLE 20,900 0 0
CLOROX CO DEL COM 189054109 27,126 234,795 SH   SOLE 140,270 0 94,525
CME GROUP INC COM 12572Q105 841 9,065 SH   SOLE 7,495 0 1,570
CMS ENERGY CORP COM 125896100 10,556 298,860 SH   SOLE 178,145 0 120,715
COCA COLA ENTERPRISES INC NE COM 19122T109 3,094 63,990 SH   SOLE 19,930 0 44,060
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 898 14,345 SH   SOLE 14,345 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 625 10,635 SH   SOLE 10,235 0 400
COMCAST CORP NEW CL A 20030N101 11,332 199,223 SH   SOLE 127,475 0 71,748
COMMERCIAL METALS CO COM 201723103 6,182 456,210 SH   SOLE 440,930 0 15,280
COMMUNITY HEALTH SYS INC NEW COM 203668108 1,284 30,010 SH   SOLE 28,680 0 1,330
COMPUTER SCIENCES CORP COM 205363104 5,689 92,682 SH   SOLE 8,550 0 84,132
CONAGRA FOODS INC COM 205887102 1,431 35,320 SH   SOLE 29,640 0 5,680
CONOCOPHILLIPS COM 20825C104 1,019 21,245 SH   SOLE 15,350 0 5,895
CONSOLIDATED EDISON INC COM 209115104 919 13,750 SH   SOLE 4,860 0 8,890
CONSTELLATION BRANDS INC CL A 21036P108 709 5,665 SH   SOLE 5,665 0 0
CONVERGYS CORP COM 212485106 1,340 57,965 SH   SOLE 56,120 0 1,845
CON-WAY INC COM 205944101 877 18,490 SH   SOLE 15,880 0 2,610
COOPER TIRE & RUBR CO COM 216831107 4,162 105,335 SH   SOLE 100,025 0 5,310
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 2,286 108,705 SH   SOLE 75,120 0 33,585
COSTCO WHSL CORP NEW COM 22160K105 2,819 19,500 SH   SOLE 17,040 0 2,460
COTY INC COM CL A 222070203 304 11,230 SH   SOLE 6,900 0 4,330
COWEN GROUP INC NEW CL A 223622101 490 107,365 SH   SOLE 103,785 0 3,580
CRACKER BARREL OLD CTRY STOR COM 22410J106 2,066 14,030 SH   SOLE 13,005 0 1,025
CROCS INC COM 227046109 2,837 219,531 SH   SOLE 219,531 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 513 6,500 SH   SOLE 6,500 0 0
CSG SYS INTL INC COM 126349109 357 11,580 SH   SOLE 10,800 0 780
CSX CORP COM 126408103 799 29,720 SH   SOLE 24,680 0 5,040
CVS HEALTH CORP COM 126650100 1,166 12,090 SH   SOLE 12,090 0 0
CYTEC INDS INC COM 232820100 1,031 13,955 SH   SOLE 13,575 0 380
D R HORTON INC COM 23331A109 306 10,435 SH   SOLE 5,215 0 5,220
DARDEN RESTAURANTS INC COM 237194105 26,731 390,000 SH   SOLE 248,235 0 141,765
DEALERTRACK TECHNOLOGIES INC COM 242309102 865 13,695 SH   SOLE 13,095 0 600
DEAN FOODS CO NEW COM NEW 242370203 6,193 374,860 SH   SOLE 359,630 0 15,230
DELEK US HLDGS INC COM 246647101 553 19,955 SH   SOLE 17,900 0 2,055
DELPHI AUTOMOTIVE PLC SHS G27823106 335 4,405 SH   SOLE 3,230 0 1,175
DELTA AIR LINES INC DEL COM NEW 247361702 288 6,410 SH   SOLE 6,410 0 0
DELUXE CORP COM 248019101 5,576 100,030 SH   SOLE 95,245 0 4,785
DENBURY RES INC COM NEW 247916208 652 267,350 SH   SOLE 256,280 0 11,070
DENTSPLY INTL INC NEW COM 249030107 1,913 37,835 SH   SOLE 35,605 0 2,230
DIAMONDROCK HOSPITALITY CO COM 252784301 4,035 365,155 SH   SOLE 351,105 0 14,050
DIGITAL RLTY TR INC COM 253868103 25,156 385,115 SH   SOLE 263,355 0 121,760
DISH NETWORK CORP CL A 25470M109 1,114 19,090 SH   SOLE 1,560 0 17,530
DISNEY WALT CO COM DISNEY 254687106 44,217 432,655 SH   SOLE 280,640 0 152,015
DOMINOS PIZZA INC COM 25754A201 7,912 73,320 SH   SOLE 38,485 0 34,835
DONNELLEY R R & SONS CO COM 257867101 443 30,460 SH   SOLE 26,170 0 4,290
DOVER CORP COM 260003108 222 3,880 SH   SOLE 3,880 0 0
DOW CHEM CO COM 260543103 746 17,590 SH   SOLE 12,220 0 5,370
DR PEPPER SNAPPLE GROUP INC COM 26138E109 31,618 399,970 SH   SOLE 250,500 0 149,470
DREW INDS INC COM NEW 26168L205 2,792 51,121 SH   SOLE 51,121 0 0
DTE ENERGY CO COM 233331107 311 3,875 SH   SOLE 455 0 3,420
DYCOM INDS INC COM 267475101 744 10,280 SH   SOLE 8,960 0 1,320
EASTMAN CHEM CO COM 277432100 1,815 28,040 SH   SOLE 28,040 0 0
EDGEWELL PERS CARE CO COM 28035Q102 1,480 18,135 SH   SOLE 17,630 0 505
EDWARDS LIFESCIENCES CORP COM 28176E108 5,908 41,555 SH   SOLE 39,925 0 1,630
ELECTRONIC ARTS INC COM 285512109 43,735 645,535 SH   SOLE 403,400 0 242,135
EMCOR GROUP INC COM 29084Q100 4,033 91,149 SH   SOLE 87,399 0 3,750
EMCORE CORP COM NEW 290846203 1,680 247,101 SH   SOLE 229,661 0 17,440
EMERGENT BIOSOLUTIONS INC COM 29089Q105 989 34,725 SH   SOLE 32,720 0 2,005
ENDO INTL PLC SHS G30401106 399 5,760 SH   SOLE 4,960 0 800
ENDURANCE SPECIALTY HLDGS LT SHS G30397106 706 11,560 SH   SOLE 11,240 0 320
ENERGIZER HLDGS INC NEW COM 29272W109 991 25,590 SH   SOLE 24,875 0 715
ENERSYS COM 29275Y102 5,952 111,079 SH   SOLE 111,079 0 0
ENNIS INC COM 293389102 1,125 64,800 SH   SOLE 62,180 0 2,620
ENSCO PLC SHS CLASS A G3157S106 755 53,635 SH   SOLE 49,555 0 4,080
ENTERPRISE FINL SVCS CORP COM 293712105 945 37,560 SH   SOLE 36,190 0 1,370
EOG RES INC COM 26875P101 11,965 164,350 SH   SOLE 111,405 0 52,945
EPLUS INC COM 294268107 2,249 28,439 SH   SOLE 26,684 0 1,755
EPR PPTYS COM SH BEN INT 26884U109 3,681 71,380 SH   SOLE 68,710 0 2,670
EQT CORP COM 26884L109 1,537 23,735 SH   SOLE 14,995 0 8,740
EQUITY LIFESTYLE PPTYS INC COM 29472R108 3,028 51,700 SH   SOLE 48,680 0 3,020
ESSEX PPTY TR INC COM 297178105 385 1,725 SH   SOLE 1,725 0 0
EVEREST RE GROUP LTD COM G3223R108 18,997 109,595 SH   SOLE 55,915 0 53,680
EXELON CORP COM 30161N101 3,595 121,050 SH   SOLE 63,340 0 57,710
EXPEDIA INC DEL COM NEW 30212P303 4,332 36,810 SH   SOLE 27,845 0 8,965
EXPRESS INC COM 30219E103 1,084 60,665 SH   SOLE 56,035 0 4,630
EXPRESS SCRIPTS HLDG CO COM 30219G108 5,433 67,109 SH   SOLE 43,344 0 23,765
EXTRA SPACE STORAGE INC COM 30225T102 3,543 45,915 SH   SOLE 43,665 0 2,250
EXXON MOBIL CORP COM 30231G102 69,555 935,514 SH   SOLE 567,456 0 368,058
F5 NETWORKS INC COM 315616102 19,860 171,500 SH   SOLE 110,440 0 61,060
FACEBOOK INC CL A 30303M102 28,536 317,415 SH   SOLE 218,335 0 99,080
FACTSET RESH SYS INC COM 303075105 272 1,700 SH   SOLE 1,700 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 5,527 393,645 SH   SOLE 375,855 0 17,790
FEDERAL SIGNAL CORP COM 313855108 1,536 112,016 SH   SOLE 102,341 0 9,675
FIDELITY SOUTHERN CORP NEW COM 316394105 2,016 95,365 SH   SOLE 88,605 0 6,760
FIRST AMERN FINL CORP COM 31847R102 7,530 192,720 SH   SOLE 182,410 0 10,310
FIRST DEFIANCE FINL CORP COM 32006W106 930 25,431 SH   SOLE 23,926 0 1,505
FIRST FINL BANCORP OH COM 320209109 3,584 187,841 SH   SOLE 179,301 0 8,540
FIRST HORIZON NATL CORP COM 320517105 1,426 100,595 SH   SOLE 98,215 0 2,380
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 529 25,230 SH   SOLE 24,260 0 970
FIRST NBC BK HLDG CO COM 32115D106 433 12,350 SH   SOLE 11,570 0 780
FIVE STAR QUALITY CARE INC COM 33832D106 505 163,445 SH   SOLE 157,020 0 6,425
FLAGSTAR BANCORP INC COM PAR .001 337930705 3,707 180,281 SH   SOLE 167,531 0 12,750
FLEETCOR TECHNOLOGIES INC COM 339041105 332 2,415 SH   SOLE 2,415 0 0
FLOTEK INDS INC DEL COM 343389102 1,418 84,900 SH   SOLE 80,350 0 4,550
FLOWERS FOODS INC COM 343498101 758 30,625 SH   SOLE 29,825 0 800
FOOT LOCKER INC COM 344849104 8,292 115,210 SH   SOLE 75,900 0 39,310
FOREST CITY ENTERPRISES INC CL A 345550107 1,362 67,685 SH   SOLE 65,815 0 1,870
FORTINET INC COM 34959E109 15,802 371,985 SH   SOLE 247,315 0 124,670
FRESH DEL MONTE PRODUCE INC ORD G36738105 3,464 87,685 SH   SOLE 81,735 0 5,950
FTI CONSULTING INC COM 302941109 2,072 49,925 SH   SOLE 48,535 0 1,390
GATX CORP COM 361448103 670 15,170 SH   SOLE 14,750 0 420
GENERAL DYNAMICS CORP COM 369550108 34,583 250,690 SH   SOLE 162,720 0 87,970
GENERAL ELECTRIC CO COM 369604103 36,649 1,453,182 SH   SOLE 916,020 0 537,162
GENERAL GROWTH PPTYS INC NEW COM 370023103 215 8,285 SH   SOLE 0 0 8,285
GENERAL MTRS CO COM 37045V100 2,090 69,635 SH   SOLE 51,500 0 18,135
G-III APPAREL GROUP LTD COM 36237H101 435 7,050 SH   SOLE 6,470 0 580
GILEAD SCIENCES INC COM 375558103 59,029 601,168 SH   SOLE 383,118 0 218,050
GLOBAL BRASS & COPPR HLDGS I COM 37953G103 1,741 84,864 SH   SOLE 78,309 0 6,555
GLOBAL PMTS INC COM 37940X102 1,389 12,105 SH   SOLE 11,245 0 860
GOLDMAN SACHS GROUP INC COM 38141G104 29,546 170,040 SH   SOLE 111,725 0 58,315
GOODYEAR TIRE & RUBR CO COM 382550101 32,516 1,108,625 SH   SOLE 702,880 0 405,745
GRAHAM HLDGS CO COM 384637104 284 493 SH   SOLE 233 0 260
GREAT SOUTHN BANCORP INC COM 390905107 1,554 35,879 SH   SOLE 32,349 0 3,530
GREAT WESTN BANCORP INC COM 391416104 2,513 99,040 SH   SOLE 95,180 0 3,860
GREATBATCH INC COM 39153L106 389 6,890 SH   SOLE 6,405 0 485
GREENBRIER COS INC COM 393657101 1,226 38,180 SH   SOLE 35,690 0 2,490
GROUP 1 AUTOMOTIVE INC COM 398905109 1,594 18,725 SH   SOLE 17,895 0 830
HANOVER INS GROUP INC COM 410867105 4,347 55,945 SH   SOLE 52,155 0 3,790
HARTFORD FINL SVCS GROUP INC COM 416515104 4,068 88,865 SH   SOLE 54,355 0 34,510
HCC INS HLDGS INC COM 404132102 1,418 18,310 SH   SOLE 17,800 0 510
HCI GROUP INC COM 40416E103 1,117 28,800 SH   SOLE 27,510 0 1,290
HEALTH NET INC COM 42222G108 14,810 245,930 SH   SOLE 160,340 0 85,590
HEARTLAND FINL USA INC COM 42234Q102 1,879 51,783 SH   SOLE 48,908 0 2,875
HERITAGE COMMERCE CORP COM 426927109 378 33,320 SH   SOLE 32,320 0 1,000
HERSHA HOSPITALITY TR PR SHS BEN INT 427825500 617 27,216 SH   SOLE 25,915 0 1,301
HESS CORP COM 42809H107 2,724 54,415 SH   SOLE 42,905 0 11,510
HEWLETT PACKARD CO COM 428236103 13,493 526,880 SH   SOLE 380,985 0 145,895
HIGHWOODS PPTYS INC COM 431284108 4,343 112,065 SH   SOLE 105,685 0 6,380
HILL ROM HLDGS INC COM 431475102 1,463 28,142 SH   SOLE 28,142 0 0
HNI CORP COM 404251100 3,293 76,755 SH   SOLE 73,315 0 3,440
HOLLYFRONTIER CORP COM 436106108 1,924 39,400 SH   SOLE 38,295 0 1,105
HOLOGIC INC COM 436440101 17,422 445,245 SH   SOLE 288,305 0 156,940
HOME DEPOT INC COM 437076102 41,588 360,100 SH   SOLE 236,480 0 123,620
HOMETRUST BANCSHARES INC COM 437872104 1,002 54,026 SH   SOLE 49,166 0 4,860
HONEYWELL INTL INC COM 438516106 20,589 217,440 SH   SOLE 139,150 0 78,290
HOOKER FURNITURE CORP COM 439038100 1,125 47,780 SH   SOLE 45,820 0 1,960
HORMEL FOODS CORP COM 440452100 210 3,320 SH   SOLE 3,320 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 23,629 923,725 SH   SOLE 577,560 0 346,165
HOST HOTELS & RESORTS INC COM 44107P104 492 31,130 SH   SOLE 24,525 0 6,605
HSN INC COM 404303109 986 17,220 SH   SOLE 16,750 0 470
HUNTINGTON BANCSHARES INC COM 446150104 3,833 361,580 SH   SOLE 308,470 0 53,110
HUNTINGTON INGALLS INDS INC COM 446413106 402 3,750 SH   SOLE 3,640 0 110
HURCO COMPANIES INC COM 447324104 428 16,319 SH   SOLE 14,184 0 2,135
HYSTER YALE MATLS HANDLING I CL A 449172105 848 14,670 SH   SOLE 13,590 0 1,080
ICU MED INC COM 44930G107 2,895 26,435 SH   SOLE 24,780 0 1,655
IDACORP INC COM 451107106 8,864 136,985 SH   SOLE 132,100 0 4,885
IDT CORP CL B NEW 448947507 900 62,965 SH   SOLE 59,740 0 3,225
ILLINOIS TOOL WKS INC COM 452308109 961 11,670 SH   SOLE 9,825 0 1,845
ILLUMINA INC COM 452327109 554 3,150 SH   SOLE 3,150 0 0
INDEPENDENT BANK CORP MICH COM NEW 453838609 1,175 79,587 SH   SOLE 74,837 0 4,750
INGREDION INC COM 457187102 2,431 27,840 SH   SOLE 25,860 0 1,980
INNOSPEC INC COM 45768S105 839 18,030 SH   SOLE 16,820 0 1,210
INTEL CORP COM 458140100 10,813 358,745 SH   SOLE 217,620 0 141,125
INTELIQUENT INC COM 45825N107 1,561 69,906 SH   SOLE 65,780 0 4,126
INTERACTIVE BROKERS GROUP IN COM 45841N107 390 9,885 SH   SOLE 9,885 0 0
INTERDIGITAL INC COM 45867G101 3,356 66,315 SH   SOLE 63,915 0 2,400
INTERPUBLIC GROUP COS INC COM 460690100 618 32,285 SH   SOLE 27,350 0 4,935
INTL FCSTONE INC COM 46116V105 2,169 87,850 SH   SOLE 81,340 0 6,510
INTL PAPER CO COM 460146103 1,867 49,405 SH   SOLE 15,580 0 33,825
INTUIT COM 461202103 200 2,250 SH   SOLE 2,250 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 239 520 SH   SOLE 520 0 0
INVACARE CORP COM 461203101 169 11,695 SH   SOLE 10,105 0 1,590
INVESCO LTD SHS G491BT108 293 9,390 SH   SOLE 5,930 0 3,460
IPG PHOTONICS CORP COM 44980X109 1,880 24,745 SH   SOLE 23,900 0 845
ISLE OF CAPRI CASINOS INC COM 464592104 1,499 85,960 SH   SOLE 85,960 0 0
ITT CORP NEW COM NEW 450911201 1,772 53,015 SH   SOLE 43,795 0 9,220
IXIA COM 45071R109 2,028 139,985 SH   SOLE 134,685 0 5,300
IXYS CORP COM 46600W106 610 54,670 SH   SOLE 54,670 0 0
JABIL CIRCUIT INC COM 466313103 17,259 771,510 SH   SOLE 549,460 0 222,050
JACK IN THE BOX INC COM 466367109 611 7,930 SH   SOLE 7,585 0 345
JETBLUE AIRWAYS CORP COM 477143101 33,985 1,318,775 SH   SOLE 888,530 0 430,245
JOHNSON & JOHNSON COM 478160104 80,319 860,406 SH   SOLE 527,328 0 333,078
JONES LANG LASALLE INC COM 48020Q107 1,200 8,344 SH   SOLE 7,969 0 375
JPMORGAN CHASE & CO COM 46625H100 42,551 697,903 SH   SOLE 422,829 0 275,074
JUNIPER NETWORKS INC COM 48203R104 4,866 189,270 SH   SOLE 56,730 0 132,540
KAMAN CORP COM 483548103 974 27,160 SH   SOLE 27,160 0 0
KBR INC COM 48242W106 18,831 1,130,310 SH   SOLE 706,275 0 424,035
KIMBERLY CLARK CORP COM 494368103 16,277 149,280 SH   SOLE 79,875 0 69,405
KINDER MORGAN INC DEL COM 49456B101 343 12,375 SH   SOLE 12,375 0 0
KROGER CO COM 501044101 38,509 1,067,610 SH   SOLE 670,370 0 397,240
LABORATORY CORP AMER HLDGS COM NEW 50540R409 531 4,895 SH   SOLE 3,765 0 1,130
LAM RESEARCH CORP COM 512807108 15,750 241,085 SH   SOLE 137,000 0 104,085
LANDSTAR SYS INC COM 515098101 1,153 18,160 SH   SOLE 17,680 0 480
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 8,770 308,920 SH   SOLE 296,545 0 12,375
LAZARD LTD SHS A G54050102 4,146 95,750 SH   SOLE 49,395 0 46,355
LEAR CORP COM NEW 521865204 6,933 63,730 SH   SOLE 35,170 0 28,560
LEGGETT & PLATT INC COM 524660107 1,395 33,830 SH   SOLE 33,470 0 360
LEIDOS HLDGS INC COM 525327102 5,151 124,700 SH   SOLE 83,170 0 41,530
LEXINGTON REALTY TRUST COM 529043101 802 98,990 SH   SOLE 94,850 0 4,140
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 696 26,550 SH   SOLE 22,810 0 3,740
LILLY ELI & CO COM 532457108 749 8,955 SH   SOLE 8,955 0 0
LINCOLN NATL CORP IND COM 534187109 257 5,415 SH   SOLE 1,325 0 4,090
LINEAR TECHNOLOGY CORP COM 535678106 6,756 167,445 SH   SOLE 115,155 0 52,290
LOCKHEED MARTIN CORP COM 539830109 2,867 13,830 SH   SOLE 11,020 0 2,810
LOWES COS INC COM 548661107 11,998 174,085 SH   SOLE 101,770 0 72,315
LSI INDS INC COM 50216C108 258 30,610 SH   SOLE 28,050 0 2,560
LTC PPTYS INC COM 502175102 3,574 83,750 SH   SOLE 79,880 0 3,870
LYDALL INC DEL COM 550819106 2,490 87,416 SH   SOLE 82,266 0 5,150
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 25,328 303,838 SH   SOLE 193,353 0 110,485
MACK CALI RLTY CORP COM 554489104 4,354 230,620 SH   SOLE 221,590 0 9,030
MAGELLAN HEALTH INC COM NEW 559079207 746 13,465 SH   SOLE 12,855 0 610
MAIDEN HOLDINGS LTD SHS G5753U112 369 26,599 SH   SOLE 24,819 0 1,780
MALLINCKRODT PUB LTD CO SHS G5785G107 1,104 17,270 SH   SOLE 15,070 0 2,200
MANHATTAN ASSOCS INC COM 562750109 2,914 46,770 SH   SOLE 43,025 0 3,745
MANPOWERGROUP INC COM 56418H100 16,989 207,465 SH   SOLE 118,370 0 89,095
MARRIOTT INTL INC NEW CL A 571903202 3,256 47,745 SH   SOLE 46,385 0 1,360
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 638 9,370 SH   SOLE 8,190 0 1,180
MATRIX SVC CO COM 576853105 2,089 92,970 SH   SOLE 88,935 0 4,035
MAXIM INTEGRATED PRODS INC COM 57772K101 215 6,450 SH   SOLE 2,420 0 4,030
MBIA INC COM 55262C100 119 19,530 SH   SOLE 19,530 0 0
MCDERMOTT INTL INC COM 580037109 758 176,195 SH   SOLE 167,145 0 9,050
MCGRAW HILL FINL INC COM 580645109 769 8,895 SH   SOLE 7,825 0 1,070
MEDIVATION INC COM 58501N101 648 15,250 SH   SOLE 12,750 0 2,500
MEDNAX INC COM 58502B106 763 9,935 SH   SOLE 9,660 0 275
MEDTRONIC PLC SHS G5960L103 1,698 25,360 SH   SOLE 21,898 0 3,462
MENTOR GRAPHICS CORP COM 587200106 1,376 55,860 SH   SOLE 53,700 0 2,160
MERCK & CO INC NEW COM 58933Y105 18,861 381,880 SH   SOLE 192,025 0 189,855
MERIT MED SYS INC COM 589889104 2,114 88,395 SH   SOLE 83,550 0 4,845
MERRIMACK PHARMACEUTICALS IN COM 590328100 1,035 121,600 SH   SOLE 114,865 0 6,735
METTLER TOLEDO INTERNATIONAL COM 592688105 2,079 7,300 SH   SOLE 7,105 0 195
MFA FINL INC COM 55272X102 1,816 266,680 SH   SOLE 249,000 0 17,680
MGIC INVT CORP WIS COM 552848103 4,496 485,565 SH   SOLE 464,150 0 21,415
MICROSOFT CORP COM 594918104 47,699 1,077,702 SH   SOLE 709,180 0 368,522
MID-AMER APT CMNTYS INC COM 59522J103 2,252 27,510 SH   SOLE 25,850 0 1,660
MIDDLESEX WATER CO COM 596680108 520 21,800 SH   SOLE 19,340 0 2,460
MOHAWK INDS INC COM 608190104 347 1,910 SH   SOLE 1,250 0 660
MOLINA HEALTHCARE INC COM 60855R100 1,232 17,895 SH   SOLE 16,070 0 1,825
MONOGRAM RESIDENTIAL TR INC COM 60979P105 2,892 310,635 SH   SOLE 292,745 0 17,890
MONSTER BEVERAGE CORP NEW COM 61174X109 479 3,545 SH   SOLE 3,205 0 340
MORGAN STANLEY COM NEW 617446448 35,596 1,130,020 SH   SOLE 635,485 0 494,535
MOTOROLA SOLUTIONS INC COM NEW 620076307 246 3,600 SH   SOLE 3,600 0 0
MRC GLOBAL INC COM 55345K103 2,515 225,530 SH   SOLE 215,450 0 10,080
MSG NETWORK INC CL A 553573106 1,618 22,425 SH   SOLE 19,885 0 2,540
MULTI FINELINE ELECTRONIX IN COM 62541B101 1,727 103,398 SH   SOLE 93,378 0 10,020
NABORS INDUSTRIES LTD SHS G6359F103 5,362 567,420 SH   SOLE 332,715 0 234,705
NATIONAL PRESTO INDS INC COM 637215104 737 8,749 SH   SOLE 8,749 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 3,710 102,285 SH   SOLE 80,755 0 21,530
NAVIENT CORP COM 63938C108 1,182 105,150 SH   SOLE 105,150 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 681 193,414 SH   SOLE 157,154 0 36,260
NCR CORP NEW COM 62886E108 1,405 61,740 SH   SOLE 58,350 0 3,390
NELNET INC CL A 64031N108 2,422 69,971 SH   SOLE 66,771 0 3,200
NEOPHOTONICS CORP COM 64051T100 499 73,220 SH   SOLE 70,220 0 3,000
NETFLIX INC COM 64110L106 4,819 46,665 SH   SOLE 28,620 0 18,045
NEUSTAR INC CL A 64126X201 1,876 68,940 SH   SOLE 66,340 0 2,600
NEW JERSEY RES COM 646025106 3,238 107,820 SH   SOLE 101,925 0 5,895
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 2,702 206,255 SH   SOLE 199,475 0 6,780
NEWFIELD EXPL CO COM 651290108 5,709 173,525 SH   SOLE 93,770 0 79,755
NEWMONT MINING CORP COM 651639106 4,854 302,030 SH   SOLE 172,870 0 129,160
NEXTERA ENERGY INC COM 65339F101 21,587 221,295 SH   SOLE 144,055 0 77,240
NIKE INC CL B 654106103 20,465 166,425 SH   SOLE 106,580 0 59,845
NOBLE CORP PLC SHS USD G65431101 5,825 533,945 SH   SOLE 371,485 0 162,460
NORTHERN TR CORP COM 665859104 4,847 71,110 SH   SOLE 57,640 0 13,470
NORTHROP GRUMMAN CORP COM 666807102 240 1,445 SH   SOLE 1,445 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 1,596 27,860 SH   SOLE 9,380 0 18,480
NVR INC COM 62944T105 2,498 1,638 SH   SOLE 1,508 0 130
O REILLY AUTOMOTIVE INC NEW COM 67103H107 1,144 4,575 SH   SOLE 3,905 0 670
OCCIDENTAL PETE CORP DEL COM 674599105 718 10,850 SH   SOLE 7,670 0 3,180
OFFICE DEPOT INC COM 676220106 584 90,900 SH   SOLE 88,385 0 2,515
OLD DOMINION FGHT LINES INC COM 679580100 1,481 24,280 SH   SOLE 23,040 0 1,240
OMEGA HEALTHCARE INVS INC COM 681936100 1,672 47,575 SH   SOLE 3,975 0 43,600
ONE GAS INC COM 68235P108 829 18,290 SH   SOLE 17,785 0 505
ONE LIBERTY PPTYS INC COM 682406103 350 16,418 SH   SOLE 14,148 0 2,270
ORMAT TECHNOLOGIES INC COM 686688102 877 25,780 SH   SOLE 22,905 0 2,875
ORTHOFIX INTL N V COM N6748L102 1,364 40,410 SH   SOLE 38,400 0 2,010
OSI SYSTEMS INC COM 671044105 749 9,735 SH   SOLE 9,735 0 0
OWENS & MINOR INC NEW COM 690732102 597 18,685 SH   SOLE 17,270 0 1,415
P A M TRANSN SVCS INC COM 693149106 533 16,131 SH   SOLE 14,311 0 1,820
P C CONNECTION COM 69318J100 519 25,018 SH   SOLE 23,168 0 1,850
PACCAR INC COM 693718108 30,767 589,745 SH   SOLE 344,105 0 245,640
PACIFIC ETHANOL INC COM PAR $.001 69423U305 1,429 220,185 SH   SOLE 208,565 0 11,620
PALO ALTO NETWORKS INC COM 697435105 11,589 67,380 SH   SOLE 42,335 0 25,045
PARK NATL CORP COM 700658107 1,634 18,108 SH   SOLE 16,688 0 1,420
PDC ENERGY INC COM 69327R101 4,406 83,110 SH   SOLE 82,625 0 485
PEPSICO INC COM 713448108 21,869 231,910 SH   SOLE 162,715 0 69,195
PFIZER INC COM 717081103 45,800 1,458,135 SH   SOLE 891,881 0 566,254
PG&E CORP COM 69331C108 7,965 150,845 SH   SOLE 84,545 0 66,300
PHILIP MORRIS INTL INC COM 718172109 21,938 276,535 SH   SOLE 231,015 0 45,520
PHILLIPS 66 COM 718546104 6,627 86,246 SH   SOLE 42,586 0 43,660
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 307 17,140 SH   SOLE 17,140 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 17,099 822,860 SH   SOLE 523,065 0 299,795
PINNACLE FINL PARTNERS INC COM 72346Q104 3,153 63,815 SH   SOLE 61,455 0 2,360
PITNEY BOWES INC COM 724479100 518 26,100 SH   SOLE 25,410 0 690
POPULAR INC COM NEW 733174700 1,569 51,900 SH   SOLE 50,505 0 1,395
POST HLDGS INC COM 737446104 705 11,925 SH   SOLE 11,545 0 380
POST PPTYS INC COM 737464107 5,571 95,568 SH   SOLE 65,778 0 29,790
PPL CORP COM 69351T106 808 24,575 SH   SOLE 14,955 0 9,620
PRECISION CASTPARTS CORP COM 740189105 439 1,910 SH   SOLE 1,210 0 700
PREFERRED BK LOS ANGELES CA COM NEW 740367404 1,124 35,566 SH   SOLE 30,936 0 4,630
PRIVATEBANCORP INC COM 742962103 7,039 183,655 SH   SOLE 175,260 0 8,395
PROCTER & GAMBLE CO COM 742718109 14,921 207,410 SH   SOLE 136,835 0 70,575
PROGRESS SOFTWARE CORP COM 743312100 858 33,225 SH   SOLE 31,945 0 1,280
PRUDENTIAL FINL INC COM 744320102 5,460 71,650 SH   SOLE 31,585 0 40,065
PS BUSINESS PKS INC CALIF COM 69360J107 4,621 58,215 SH   SOLE 54,185 0 4,030
PUBLIC STORAGE COM 74460D109 22,488 106,260 SH   SOLE 64,505 0 41,755
PUBLIC SVC ENTERPRISE GROUP COM 744573106 24,969 592,235 SH   SOLE 368,405 0 223,830
QEP RES INC COM 74733V100 400 31,925 SH   SOLE 28,445 0 3,480
QUESTAR CORP COM 748356102 540 27,835 SH   SOLE 27,835 0 0
REALTY INCOME CORP COM 756109104 776 16,365 SH   SOLE 11,595 0 4,770
RED HAT INC COM 756577102 2,161 30,070 SH   SOLE 2,770 0 27,300
REGENERON PHARMACEUTICALS COM 75886F107 421 905 SH   SOLE 905 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 1,013 9,530 SH   SOLE 9,290 0 240
REPUBLIC BANCORP KY CL A 760281204 238 9,699 SH   SOLE 9,039 0 660
REYNOLDS AMERICAN INC COM 761713106 5,348 120,809 SH   SOLE 102,439 0 18,370
ROBERT HALF INTL INC COM 770323103 4,564 89,215 SH   SOLE 64,740 0 24,475
ROCKWELL AUTOMATION INC COM 773903109 6,988 68,870 SH   SOLE 32,630 0 36,240
ROSS STORES INC COM 778296103 2,969 61,255 SH   SOLE 46,235 0 15,020
ROYAL GOLD INC COM 780287108 1,155 24,575 SH   SOLE 22,365 0 2,210
SABRE CORP COM 78573M104 2,043 75,150 SH   SOLE 45,680 0 29,470
SANDISK CORP COM 80004C101 986 18,155 SH   SOLE 4,135 0 14,020
SANMINA CORPORATION COM 801056102 3,762 176,035 SH   SOLE 168,195 0 7,840
SCHLUMBERGER LTD COM 806857108 22,142 321,034 SH   SOLE 205,180 0 115,854
SCHOLASTIC CORP COM 807066105 2,767 71,020 SH   SOLE 67,600 0 3,420
SCHWEITZER-MAUDUIT INTL INC COM 808541106 326 9,476 SH   SOLE 9,476 0 0
SEADRILL LIMITED SHS G7945E105 862 146,110 SH   SOLE 38,920 0 107,190
SEAGATE TECHNOLOGY PLC SHS G7945M107 501 11,180 SH   SOLE 4,200 0 6,980
SEALED AIR CORP NEW COM 81211K100 4,773 101,815 SH   SOLE 99,565 0 2,250
SEMPRA ENERGY COM 816851109 517 5,350 SH   SOLE 5,350 0 0
SEQUENOM INC COM NEW 817337405 28 15,905 SH   SOLE 8,455 0 7,450
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 8,587 255,935 SH   SOLE 139,140 0 116,795
SHERWIN WILLIAMS CO COM 824348106 1,144 5,135 SH   SOLE 4,735 0 400
SIMON PPTY GROUP INC NEW COM 828806109 9,686 52,720 SH   SOLE 36,030 0 16,690
SIRONA DENTAL SYSTEMS INC COM 82966C103 1,097 11,750 SH   SOLE 11,425 0 325
SJW CORP COM 784305104 762 24,770 SH   SOLE 23,240 0 1,530
SKECHERS U S A INC CL A 830566105 19,192 143,140 SH   SOLE 90,870 0 52,270
SKYWEST INC COM 830879102 659 39,490 SH   SOLE 38,230 0 1,260
SLM CORP COM 78442P106 477 64,510 SH   SOLE 45,960 0 18,550
SMITH A O COM 831865209 9,632 147,750 SH   SOLE 95,595 0 52,155
SNAP ON INC COM 833034101 10,668 70,680 SH   SOLE 45,665 0 25,015
SOTHEBYS COM 835898107 1,292 40,385 SH   SOLE 39,275 0 1,110
SOUTHERN CO COM 842587107 585 13,080 SH   SOLE 7,540 0 5,540
SOUTHWEST AIRLS CO COM 844741108 15,704 412,840 SH   SOLE 238,630 0 174,210
SPARTANNASH CO COM 847215100 2,013 77,860 SH   SOLE 74,410 0 3,450
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 32,702 676,500 SH   SOLE 427,085 0 249,415
SPIRIT RLTY CAP INC NEW COM 84860W102 1,576 172,455 SH   SOLE 167,695 0 4,760
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,906 27,220 SH   SOLE 25,280 0 1,940
ST JUDE MED INC COM 790849103 6,780 107,465 SH   SOLE 48,005 0 59,460
STAMPS COM INC COM NEW 852857200 561 7,585 SH   SOLE 6,710 0 875
STANCORP FINL GROUP INC COM 852891100 882 7,720 SH   SOLE 7,510 0 210
STARBUCKS CORP COM 855244109 18,187 319,960 SH   SOLE 194,180 0 125,780
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 234 3,520 SH   SOLE 2,000 0 1,520
STEEL DYNAMICS INC COM 858119100 197 11,450 SH   SOLE 0 0 11,450
STEPAN CO COM 858586100 762 18,305 SH   SOLE 18,305 0 0
STOCK YDS BANCORP INC COM 861025104 1,005 27,636 SH   SOLE 26,116 0 1,520
STRATEGIC HOTELS & RESORTS I COM 86272T106 1,455 105,480 SH   SOLE 101,340 0 4,140
STRYKER CORP COM 863667101 879 9,345 SH   SOLE 7,035 0 2,310
SUNSTONE HOTEL INVS INC NEW COM 867892101 4,505 340,534 SH   SOLE 324,618 0 15,916
SUNTRUST BKS INC COM 867914103 12,424 324,895 SH   SOLE 159,520 0 165,375
SUPERVALU INC COM 868536103 1,590 221,435 SH   SOLE 215,355 0 6,080
SVB FINL GROUP COM 78486Q101 4,453 38,540 SH   SOLE 35,945 0 2,595
SYKES ENTERPRISES INC COM 871237103 849 33,280 SH   SOLE 30,840 0 2,440
SYMETRA FINL CORP COM 87151Q106 1,031 32,570 SH   SOLE 31,320 0 1,250
SYNCHRONY FINL COM 87165B103 3,669 117,205 SH   SOLE 29,470 0 87,735
SYSCO CORP COM 871829107 392 10,060 SH   SOLE 2,900 0 7,160
T MOBILE US INC COM 872590104 8,439 211,980 SH   SOLE 105,010 0 106,970
TABLEAU SOFTWARE INC CL A 87336U105 436 5,460 SH   SOLE 5,460 0 0
TARGET CORP COM 87612E106 21,925 278,725 SH   SOLE 166,445 0 112,280
TAYLOR MORRISON HOME CORP CL A 87724P106 946 50,670 SH   SOLE 48,690 0 1,980
TECH DATA CORP COM 878237106 5,527 80,685 SH   SOLE 77,385 0 3,300
TEEKAY TANKERS LTD CL A Y8565N102 3,577 518,390 SH   SOLE 492,235 0 26,155
TELEDYNE TECHNOLOGIES INC COM 879360105 1,266 14,015 SH   SOLE 14,015 0 0
TEMPUR SEALY INTL INC COM 88023U101 1,807 25,300 SH   SOLE 21,790 0 3,510
TERRAFORM PWR INC CL A COM 88104R100 374 26,290 SH   SOLE 21,940 0 4,350
TESORO CORP COM 881609101 15,134 155,640 SH   SOLE 95,735 0 59,905
TESSERA TECHNOLOGIES INC COM 88164L100 1,033 31,875 SH   SOLE 29,215 0 2,660
TETRA TECHNOLOGIES INC DEL COM 88162F105 151 25,610 SH   SOLE 22,800 0 2,810
TEXAS INSTRS INC COM 882508104 20,571 415,415 SH   SOLE 270,220 0 145,195
THERMO FISHER SCIENTIFIC INC COM 883556102 797 6,520 SH   SOLE 6,520 0 0
THORATEC CORP COM NEW 885175307 634 10,030 SH   SOLE 9,760 0 270
TIME WARNER INC COM NEW 887317303 21,960 319,420 SH   SOLE 187,660 0 131,760
TITAN INTL INC ILL COM 88830M102 453 68,560 SH   SOLE 68,560 0 0
TITAN MACHY INC COM 88830R101 1,322 115,125 SH   SOLE 110,865 0 4,260
TJX COS INC NEW COM 872540109 252 3,530 SH   SOLE 3,530 0 0
TOWERS WATSON & CO CL A 891894107 1,139 9,700 SH   SOLE 9,430 0 270
TRANSDIGM GROUP INC COM 893641100 533 2,510 SH   SOLE 2,510 0 0
TRANSOCEAN LTD REG SHS H8817H100 809 62,600 SH   SOLE 9,790 0 52,810
TRAVELERS COMPANIES INC COM 89417E109 26,810 269,370 SH   SOLE 161,420 0 107,950
TRINITY INDS INC COM 896522109 9,669 426,515 SH   SOLE 286,865 0 139,650
TRUSTMARK CORP COM 898402102 2,534 109,360 SH   SOLE 105,320 0 4,040
TUPPERWARE BRANDS CORP COM 899896104 1,658 33,505 SH   SOLE 32,040 0 1,465
UGI CORP NEW COM 902681105 6,119 175,740 SH   SOLE 89,965 0 85,775
UIL HLDG CORP COM 902748102 1,059 21,060 SH   SOLE 20,210 0 850
ULTA SALON COSMETCS & FRAG I COM 90384S303 230 1,410 SH   SOLE 1,410 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 931 5,200 SH   SOLE 5,060 0 140
UNION PAC CORP COM 907818108 12,452 140,840 SH   SOLE 71,440 0 69,400
UNITED FIRE GROUP INC COM 910340108 2,341 66,798 SH   SOLE 61,728 0 5,070
UNITED STATES STL CORP NEW COM 912909108 4,882 468,495 SH   SOLE 252,935 0 215,560
UNITED TECHNOLOGIES CORP COM 913017109 394 4,425 SH   SOLE 1,195 0 3,230
UNITED THERAPEUTICS CORP DEL COM 91307C102 14,627 111,455 SH   SOLE 62,815 0 48,640
UNITEDHEALTH GROUP INC COM 91324P102 884 7,620 SH   SOLE 7,390 0 230
UNIVERSAL FST PRODS INC COM 913543104 2,909 50,437 SH   SOLE 49,767 0 670
UNIVERSAL HLTH SVCS INC CL B 913903100 219 1,755 SH   SOLE 1,755 0 0
UNIVERSAL INS HLDGS INC COM 91359V107 5,088 172,244 SH   SOLE 160,119 0 12,125
VALERO ENERGY CORP NEW COM 91913Y100 15,060 250,580 SH   SOLE 163,335 0 87,245
VALSPAR CORP COM 920355104 624 8,680 SH   SOLE 8,430 0 250
VCA INC COM 918194101 357 6,780 SH   SOLE 6,780 0 0
VECTREN CORP COM 92240G101 2,792 66,450 SH   SOLE 59,305 0 7,145
VENTAS INC COM 92276F100 736 13,125 SH   SOLE 11,655 0 1,470
VERISIGN INC COM 92343E102 26,502 375,600 SH   SOLE 231,865 0 143,735
VERIZON COMMUNICATIONS INC COM 92343V104 38,415 882,905 SH   SOLE 548,400 0 334,505
VISA INC COM CL A 92826C839 38,368 550,785 SH   SOLE 379,505 0 171,280
VWR CORP COM 91843L103 641 24,970 SH   SOLE 24,280 0 690
WABTEC CORP COM 929740108 2,132 24,210 SH   SOLE 23,530 0 680
WALGREENS BOOTS ALLIANCE INC COM 931427108 10,684 128,570 SH   SOLE 72,430 0 56,140
WALKER & DUNLOP INC COM 93148P102 1,040 39,890 SH   SOLE 37,400 0 2,490
WAL-MART STORES INC COM 931142103 2,662 41,050 SH   SOLE 30,280 0 10,770
WASTE MGMT INC DEL COM 94106L109 1,674 33,610 SH   SOLE 31,690 0 1,920
WATERS CORP COM 941848103 426 3,605 SH   SOLE 2,645 0 960
WEBSTER FINL CORP CONN COM 947890109 641 18,000 SH   SOLE 17,500 0 500
WEC ENERGY GROUP INC COM 92939U106 567 10,850 SH   SOLE 6,865 0 3,985
WELLCARE HEALTH PLANS INC COM 94946T106 1,002 11,625 SH   SOLE 10,865 0 760
WELLS FARGO & CO NEW COM 949746101 58,227 1,133,925 SH   SOLE 657,500 0 476,425
WEST CORP COM 952355204 914 40,800 SH   SOLE 38,940 0 1,860
WESTERN UN CO COM 959802109 18,800 1,023,970 SH   SOLE 636,605 0 387,365
WGL HLDGS INC COM 92924F106 7,442 129,050 SH   SOLE 123,805 0 5,245
WHITEWAVE FOODS CO COM 966244105 396 9,870 SH   SOLE 9,870 0 0
WISDOMTREE INVTS INC COM 97717P104 1,093 67,765 SH   SOLE 65,875 0 1,890
WORTHINGTON INDS INC COM 981811102 778 29,375 SH   SOLE 28,555 0 820
WPX ENERGY INC COM 98212B103 474 71,545 SH   SOLE 69,565 0 1,980
XENIA HOTELS & RESORTS INC COM 984017103 1,013 58,020 SH   SOLE 55,870 0 2,150
XEROX CORP COM 984121103 153 15,760 SH   SOLE 10,330 0 5,430
XILINX INC COM 983919101 6,978 164,585 SH   SOLE 90,300 0 74,285
XL GROUP PLC SHS G98290102 1,251 34,445 SH   SOLE 26,975 0 7,470
YRC WORLDWIDE INC COM PAR $.01 984249607 353 26,620 SH   SOLE 26,620 0 0
ZOETIS INC CL A 98978V103 218 5,290 SH   SOLE 5,290 0 0