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 4,126 91,872 SH   SOLE   69,572 0 22,300
ACCO BRANDS CORP COM 00081T108 4,064 474,735 SH   SOLE   362,235 0 112,500
ADIENT PLC ORD SHS G0084W101 113,328 8,744,439 SH   SOLE   5,666,297 0 3,078,142
ADVANCED ENERGY INDS COM 007973100 4,340 87,361 SH   SOLE   66,661 0 20,700
AIRCASTLE LTD COM G0129K104 1,390 68,660 SH   SOLE   51,860 0 16,800
ALAMO GROUP INC COM 011311107 1,652 16,530 SH   SOLE   12,630 0 3,900
ALLEGHANY CORP DEL COM 017175100 10,741 17,540 SH   SOLE   16,640 0 900
ALLEGIANT TRAVEL CO COM 01748X102 2,841 21,943 SH   SOLE   16,843 0 5,100
ALLETE INC COM NEW 018522300 5,952 72,383 SH   SOLE   54,483 0 17,900
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 2,038 70,541 SH   SOLE   70,541 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 10,960 244,000 SH   SOLE   230,100 0 13,900
ALLY FINL INC COM 02005N100 108,569 3,949,400 SH   SOLE   1,786,300 0 2,163,100
ALTUS MIDSTREAM CO CL A 02215L100 8,799 1,491,440 SH   SOLE   1,201,140 0 290,300
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 2,301 147,010 SH   SOLE   109,510 0 37,500
AMBAC FINL GROUP INC COM NEW 023139884 2,655 146,527 SH   SOLE   110,827 0 35,700
AMERCO COM 023586100 91,665 246,737 SH   SOLE   238,137 0 8,600
AMERICAN EQTY INVT LIFE HLD COM 025676206 2,403 88,942 SH   SOLE   66,842 0 22,100
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 1,809 322,500 SH   SOLE   322,500 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,032,757 23,984,137 SH   SOLE   12,902,987 0 11,081,150
AMERICAN NATL BANKSHARES INC COM 027745108 1,438 41,175 SH   SOLE   31,075 0 10,100
AMERICAN VANGUARD CORP COM 030371108 1,350 78,402 SH   SOLE   59,602 0 18,800
AMKOR TECHNOLOGY INC COM 031652100 1,470 172,118 SH   SOLE   135,718 0 36,400
ANIKA THERAPEUTICS INC COM 035255108 3,520 116,400 SH   SOLE   90,000 0 26,400
ANIXTER INTL INC COM 035290105 3,916 69,792 SH   SOLE   52,892 0 16,900
ANTHEM INC COM 036752103 162,230 565,301 SH   SOLE   317,514 0 247,787
APACHE CORP COM 037411105 550,260 15,875,936 SH   SOLE   8,713,336 0 7,162,600
APERGY CORP COM 03755L104 5,854 142,580 SH   SOLE   104,580 0 38,000
APOGEE ENTERPRISES INC COM 037598109 6,069 161,874 SH   SOLE   123,074 0 38,800
AQUANTIA CORP COM 03842Q108 3,296 363,829 SH   SOLE   275,229 0 88,600
ARES COML REAL ESTATE CORP COM 04013V108 4,391 289,084 SH   SOLE   215,784 0 73,300
ARMSTRONG FLOORING INC COM 04238R106 15,752 1,158,254 SH   SOLE   940,754 0 217,500
ARRIS INTERNATIONAL PLC SHS G0551A103 50,537 1,598,770 SH   SOLE   1,411,470 0 187,300
ASBURY AUTOMOTIVE GROUP INC COM 043436104 4,019 57,939 SH   SOLE   43,139 0 14,800
ASSOCIATED BANC CORP COM 045487105 29,712 1,391,685 SH   SOLE   1,117,277 0 274,408
ASTEC INDS INC COM 046224101 1,405 37,210 SH   SOLE   28,210 0 9,000
AUTONATION INC COM 05329W102 3,941 110,330 SH   SOLE   83,230 0 27,100
AVIS BUDGET GROUP INC COM 053774105 20,987 602,050 SH   SOLE   566,950 0 35,100
AVISTA CORP COM 05379B107 15,002 369,329 SH   SOLE   292,429 0 76,900
AVNET INC COM 053807103 159,848 3,685,680 SH   SOLE   3,178,680 0 507,000
AVX CORP NEW COM 002444107 4,226 243,718 SH   SOLE   186,618 0 57,100
AXA EQUITABLE HLDGS INC COM 054561105 350,303 17,393,400 SH   SOLE   9,857,400 0 7,536,000
AZZ INC COM 002474104 2,500 61,090 SH   SOLE   46,090 0 15,000
BANK AMER CORP COM 060505104 327,705 11,877,668 SH   SOLE   6,899,715 0 4,977,953
BANK HAWAII CORP COM 062540109 2,880 36,510 SH   SOLE   28,010 0 8,500
BANK NEW YORK MELLON CORP COM 064058100 49,125 974,115 SH   SOLE   256,715 0 717,400
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 68,826 1,918,240 SH   SOLE   1,548,840 0 369,400
BANKUNITED INC COM 06652K103 12,289 367,940 SH   SOLE   329,040 0 38,900
BAR HBR BANKSHARES COM 066849100 1,451 56,072 SH   SOLE   42,572 0 13,500
BARCLAYS PLC ADR 06738E204 192 23,949 SH   SOLE   23,949 0 0
BARRETT BUSINESS SERVICES IN COM 068463108 4,299 55,592 SH   SOLE   40,892 0 14,700
BED BATH & BEYOND INC COM 075896100 49,058 2,887,444 SH   SOLE   2,603,044 0 284,400
BELDEN INC COM 077454106 16,655 310,140 SH   SOLE   244,940 0 65,200
BENCHMARK ELECTRS INC COM 08160H101 4,302 163,868 SH   SOLE   126,368 0 37,500
BERKSHIRE HILLS BANCORP INC COM 084680107 1,290 47,360 SH   SOLE   35,960 0 11,400
BERRY PETE CORP COM 08579X101 15,290 1,324,970 SH   SOLE   1,039,170 0 285,800
BIOGEN INC COM 09062X103 56,819 240,372 SH   SOLE   61,472 0 178,900
BLACK HILLS CORP COM 092113109 4,613 62,277 SH   SOLE   47,577 0 14,700
BLUE BIRD CORP COM 095306106 5,166 305,138 SH   SOLE   234,338 0 70,800
BOISE CASCADE CO DEL COM 09739D100 4,215 157,520 SH   SOLE   121,120 0 36,400
BONANZA CREEK ENERGY INC COM NEW 097793400 5,243 231,070 SH   SOLE   173,870 0 57,200
BOSTON PRIVATE FINL HLDGS IN COM 101119105 2,601 237,280 SH   SOLE   178,280 0 59,000
BRIDGE BANCORP INC COM 108035106 2,791 95,260 SH   SOLE   73,860 0 21,400
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 18,922 1,395,415 SH   SOLE   1,114,115 0 281,300
BROOKLINE BANCORP INC DEL COM 11373M107 4,067 282,407 SH   SOLE   216,507 0 65,900
BRYN MAWR BK CORP COM 117665109 1,318 36,480 SH   SOLE   27,680 0 8,800
BUCKLE INC COM 118440106 1,450 77,450 SH   SOLE   57,650 0 19,800
BUILDERS FIRSTSOURCE INC COM 12008R107 1,455 109,096 SH   SOLE   83,796 0 25,300
BUNGE LIMITED COM G16962105 34,596 651,900 SH   SOLE   617,100 0 34,800
C&J ENERGY SVCS INC NEW COM 12674R100 87,978 5,668,698 SH   SOLE   4,926,976 0 741,722
CABOT CORP COM 127055101 3,823 91,840 SH   SOLE   68,540 0 23,300
CACTUS INC CL A 127203107 3,074 86,350 SH   SOLE   66,350 0 20,000
CAESARSTONE LTD ORD SHS M20598104 5,599 358,659 SH   SOLE   274,259 0 84,400
CALIFORNIA WTR SVC GROUP COM 130788102 4,681 86,240 SH   SOLE   66,340 0 19,900
CALLON PETE CO DEL COM 13123X102 2,562 339,281 SH   SOLE   246,081 0 93,200
CAMDEN NATL CORP COM 133034108 2,893 69,350 SH   SOLE   53,450 0 15,900
CAMPING WORLD HLDGS INC CL A 13462K109 4,528 325,500 SH   SOLE   258,600 0 66,900
CAPITAL ONE FINL CORP COM 14040H105 401,111 4,910,158 SH   SOLE   2,663,036 0 2,247,122
CAPITOL FED FINL INC COM 14057J101 2,740 205,220 SH   SOLE   152,420 0 52,800
CAROLINA FINL CORP NEW COM 143873107 5,648 163,288 SH   SOLE   125,888 0 37,400
CASA SYS INC COM 14713L102 8,763 1,055,780 SH   SOLE   819,680 0 236,100
CATHAY GEN BANCORP COM 149150104 3,827 112,855 SH   SOLE   85,955 0 26,900
CBS CORP NEW CL B 124857202 227,277 4,781,767 SH   SOLE   2,723,577 0 2,058,190
CENTURY CMNTYS INC COM 156504300 5,850 244,073 SH   SOLE   188,073 0 56,000
CHEMICAL FINL CORP COM 163731102 2,675 64,990 SH   SOLE   49,790 0 15,200
CHILDRENS PL INC COM 168905107 3,042 31,270 SH   SOLE   23,770 0 7,500
CIRRUS LOGIC INC COM 172755100 4,718 112,140 SH   SOLE   85,340 0 26,800
CIT GROUP INC COM NEW 125581801 136,488 2,845,278 SH   SOLE   1,899,220 0 946,058
CITIGROUP INC COM NEW 172967424 770,603 12,385,127 SH   SOLE   6,840,665 0 5,544,462
CITIZENS FINL GROUP INC COM 174610105 419,931 12,920,956 SH   SOLE   8,293,737 0 4,627,219
CITY HLDG CO COM 177835105 2,943 38,627 SH   SOLE   29,527 0 9,100
CLEARWATER PAPER CORP COM 18538R103 2,650 136,030 SH   SOLE   105,630 0 30,400
CLEVELAND CLIFFS INC COM 185899101 3,906 390,981 SH   SOLE   302,481 0 88,500
CNH INDL N V SHS N20944109 377,024 36,963,111 SH   SOLE   19,522,398 0 17,440,713
CNO FINL GROUP INC COM 12621E103 109,438 6,763,758 SH   SOLE   5,812,395 0 951,363
COLONY CAP INC NOTE 3.875% 1/1 19624RAB2 4,803 5,022,000 PRN   SOLE   4,665,000 0 357,000
COLONY CAP INC NEW CL A COM 19626G108 43,888 8,249,637 SH   SOLE   7,046,437 0 1,203,200
COLONY CR REAL ESTATE INC COM CL A 19625T101 5,064 323,345 SH   SOLE   241,545 0 81,800
COMCAST CORP NEW CL A 20030N101 392,417 9,815,324 SH   SOLE   5,856,478 0 3,958,846
COMMERCIAL VEH GROUP INC COM 202608105 5,237 682,803 SH   SOLE   558,803 0 124,000
COMMSCOPE HLDG CO INC COM 20337X109 60,736 2,795,050 SH   SOLE   2,416,550 0 378,500
COMMUNITY TR BANCORP INC COM 204149108 2,698 65,711 SH   SOLE   49,363 0 16,348
COMPASS MINERALS INTL INC COM 20451N101 4,677 86,025 SH   SOLE   66,525 0 19,500
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 1,175 50,605 SH   SOLE   37,905 0 12,700
CONNECTONE BANCORP INC NEW COM 20786W107 4,067 206,440 SH   SOLE   157,140 0 49,300
CONTANGO OIL & GAS COMPANY COM NEW 21075N204 2,444 775,731 SH   SOLE   597,731 0 178,000
COOPER STD HLDGS INC COM 21676P103 4,341 92,442 SH   SOLE   73,842 0 18,600
COOPER TIRE & RUBR CO COM 216831107 3,761 125,843 SH   SOLE   94,843 0 31,000
CORNING INC COM 219350105 372,805 11,262,976 SH   SOLE   6,161,170 0 5,101,806
COVENANT TRANSN GROUP INC CL A 22284P105 3,481 183,380 SH   SOLE   139,680 0 43,700
CREDIT SUISSE GROUP SPONSORED ADR 225401108 154 13,200 SH   SOLE   13,200 0 0
CSG SYS INTL INC COM 126349109 4,459 105,402 SH   SOLE   80,402 0 25,000
CUMMINS INC COM 231021106 519,926 3,293,383 SH   SOLE   1,855,459 0 1,437,924
CUSTOMERS BANCORP INC COM 23204G100 4,873 266,147 SH   SOLE   201,647 0 64,500
DAKTRONICS INC COM 234264109 2,632 353,342 SH   SOLE   270,042 0 83,300
DELEK US HLDGS INC NEW COM 24665A103 3,053 83,830 SH   SOLE   63,030 0 20,800
DELPHI TECHNOLOGIES PLC SHS G2709G107 1,552 80,580 SH   SOLE   64,480 0 16,100
DELUXE CORP COM 248019101 5,359 122,565 SH   SOLE   94,765 0 27,800
DIGI INTL INC COM 253798102 3,052 240,847 SH   SOLE   188,647 0 52,200
DILLARDS INC CL A 254067101 3,011 41,810 SH   SOLE   31,710 0 10,100
DIME CMNTY BANCSHARES COM 253922108 5,514 294,375 SH   SOLE   225,275 0 69,100
DIODES INC COM 254543101 33,381 961,989 SH   SOLE   771,289 0 190,700
DISCOVER FINL SVCS COM 254709108 333,086 4,680,800 SH   SOLE   2,676,400 0 2,004,400
DISCOVERY INC COM SER C 25470F302 605,318 23,812,686 SH   SOLE   14,225,792 0 9,586,894
DRIL QUIP INC COM 262037104 5,013 109,342 SH   SOLE   81,549 0 27,793
EAGLE BANCORP INC MD COM 268948106 2,578 51,360 SH   SOLE   39,060 0 12,300
EAGLE MATERIALS INC COM 26969P108 3,423 40,610 SH   SOLE   31,310 0 9,300
EARTHSTONE ENERGY INC CL A 27032D304 6,336 894,847 SH   SOLE   702,847 0 192,000
EATON CORP PLC SHS G29183103 83,038 1,030,761 SH   SOLE   263,361 0 767,400
EBIX INC COM NEW 278715206 3,816 77,290 SH   SOLE   59,190 0 18,100
EL PASO ELEC CO COM NEW 283677854 3,128 53,174 SH   SOLE   40,149 0 13,025
ELLINGTON FINANCIAL INC COM 28852N109 6,146 343,349 SH   SOLE   261,449 0 81,900
EMBRAER S A SPONSORED ADS 29082A107 159,480 8,389,250 SH   SOLE   6,042,899 0 2,346,351
EMERALD EXPOSITIONS EVENTS I COM 29103B100 3,903 307,350 SH   SOLE   235,950 0 71,400
EMPLOYERS HOLDINGS INC COM 292218104 2,554 63,679 SH   SOLE   48,079 0 15,600
ENCORE WIRE CORP COM 292562105 1,482 25,892 SH   SOLE   19,592 0 6,300
ENERGIZER HLDGS INC NEW COM 29272W109 3,976 88,490 SH   SOLE   65,490 0 23,000
ENNIS INC COM 293389102 2,840 136,794 SH   SOLE   103,394 0 33,400
ENPRO INDS INC COM 29355X107 16,798 260,633 SH   SOLE   216,633 0 44,000
ENSTAR GROUP LIMITED SHS G3075P101 155,191 891,905 SH   SOLE   746,505 0 145,400
ENTRAVISION COMMUNICATIONS C CL A 29382R107 4,782 1,476,078 SH   SOLE   1,134,478 0 341,600
ERICSSON ADR B SEK 10 294821608 235,730 25,678,601 SH   SOLE   14,724,485 0 10,954,116
ETHAN ALLEN INTERIORS INC COM 297602104 2,848 148,881 SH   SOLE   113,681 0 35,200
EXANTAS CAP CORP COM NEW 30068N105 4,075 383,353 SH   SOLE   287,253 0 96,100
EXTREME NETWORKS INC COM 30226D106 3,050 407,150 SH   SOLE   314,750 0 92,400
FEDERATED INVS INC PA CL B 314211103 3,068 104,671 SH   SOLE   79,871 0 24,800
FGL HLDGS ORD SHS G3402M102 5,662 719,503 SH   SOLE   544,503 0 175,000
FIFTH THIRD BANCORP COM 316773100 66,411 2,633,250 SH   SOLE   1,095,550 0 1,537,700
FINANCIAL INSTNS INC COM 317585404 2,686 98,819 SH   SOLE   74,919 0 23,900
FIRST BANCORP P R COM NEW 318672706 5,749 501,668 SH   SOLE   378,568 0 123,100
FIRST BUS FINL SVCS INC WIS COM 319390100 1,282 64,016 SH   SOLE   48,216 0 15,800
FIRST FINL BANCORP OH COM 320209109 1,268 52,690 SH   SOLE   40,090 0 12,600
FIRST FINL CORP IND COM 320218100 2,766 65,868 SH   SOLE   49,668 0 16,200
FIRST HAWAIIAN INC COM 32051X108 124,064 4,762,542 SH   SOLE   3,842,042 0 920,500
FIRST HORIZON NATL CORP COM 320517105 70,467 5,040,558 SH   SOLE   4,142,801 0 897,757
FIRST INTERNET BANCORP COM 320557101 3,877 200,561 SH   SOLE   152,161 0 48,400
FIRST MID ILL BANCSHARES INC COM 320866106 1,311 39,338 SH   SOLE   29,438 0 9,900
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 2,562 355,280 SH   SOLE   266,880 0 88,400
FLEXSTEEL INDS INC COM 339382103 1,277 55,059 SH   SOLE   40,859 0 14,200
FLUOR CORP NEW COM 343412102 62,928 1,710,000 SH   SOLE   627,800 0 1,082,200
FLUSHING FINL CORP COM 343873105 4,002 182,509 SH   SOLE   137,109 0 45,400
FNB CORP PA COM 302520101 3,848 363,060 SH   SOLE   276,960 0 86,100
FRANKLIN FINL NETWORK INC COM 35352P104 5,318 183,322 SH   SOLE   142,422 0 40,900
FRANKS INTL N V COM N33462107 100,241 16,141,926 SH   SOLE   13,742,926 0 2,399,000
FS BANCORP INC COM 30263Y104 1,423 28,190 SH   SOLE   21,490 0 6,700
FTS INTERNATIONAL INC COM 30283W104 1,711 171,050 SH   SOLE   135,850 0 35,200
FULTON FINL CORP PA COM 360271100 1,273 82,234 SH   SOLE   61,580 0 20,654
GAIN CAP HLDGS INC COM 36268W100 1,293 205,870 SH   SOLE   156,870 0 49,000
GAMCO INVESTORS INC CL A COM 361438104 1,504 73,342 SH   SOLE   56,742 0 16,600
GAMESTOP CORP NEW CL A 36467W109 997 98,122 SH   SOLE   67,922 0 30,200
GENERAL ELECTRIC CO COM 369604103 890,971 89,186,237 SH   SOLE   48,969,037 0 40,217,200
GENERAL MTRS CO COM 37045V100 610,058 16,443,604 SH   SOLE   9,067,407 0 7,376,197
GENERAL MTRS CO *W EXP 07/10/201 37045V126 658 33,866 SH   SOLE   33,866 0 0
GEO GROUP INC NEW COM 36162J106 95,375 4,967,468 SH   SOLE   4,434,993 0 532,475
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 301,127 7,205,708 SH   SOLE   3,755,735 0 3,449,973
GLOBAL BRASS & COPPR HLDGS I COM 37953G103 5,882 170,776 SH   SOLE   127,290 0 43,486
GLOBAL INDTY LTD CAYMAN USD CL A SHS G3933F105 39,224 1,291,113 SH   SOLE   1,048,510 0 242,603
GOLDMAN SACHS GROUP INC COM 38141G104 571,990 2,979,269 SH   SOLE   1,738,492 0 1,240,777
GOODYEAR TIRE & RUBR CO COM 382550101 155,187 8,550,259 SH   SOLE   4,504,659 0 4,045,600
GP STRATEGIES CORP COM 36225V104 3,309 272,373 SH   SOLE   207,873 0 64,500
GRAHAM CORP COM 384556106 2,375 120,989 SH   SOLE   88,889 0 32,100
GRAY TELEVISION INC COM 389375106 3,078 144,118 SH   SOLE   104,818 0 39,300
GREAT AJAX CORP COM 38983D300 1,499 109,124 SH   SOLE   82,924 0 26,200
GREAT SOUTHN BANCORP INC COM 390905107 1,405 27,070 SH   SOLE   20,770 0 6,300
GREAT WESTN BANCORP INC COM 391416104 3,812 120,679 SH   SOLE   91,779 0 28,900
GREEN BRICK PARTNERS INC COM 392709101 1,463 167,177 SH   SOLE   128,577 0 38,600
GREENBRIER COS INC COM 393657101 4,467 138,592 SH   SOLE   105,160 0 33,432
GREENHILL & CO INC COM 395259104 3,977 184,887 SH   SOLE   140,453 0 44,434
GREIF INC CL A 397624107 2,934 71,130 SH   SOLE   53,830 0 17,300
GROUP 1 AUTOMOTIVE INC COM 398905109 17,130 264,768 SH   SOLE   210,968 0 53,800
GULFPORT ENERGY CORP COM NEW 402635304 2,633 328,347 SH   SOLE   237,447 0 90,900
HALLIBURTON CO COM 406216101 72,207 2,464,400 SH   SOLE   654,600 0 1,809,800
HANCOCK WHITNEY CORPORATION COM 410120109 2,826 69,946 SH   SOLE   53,530 0 16,416
HANGER INC COM NEW 41043F208 67,930 3,565,899 SH   SOLE   2,842,816 0 723,083
HANMI FINL CORP COM NEW 410495204 5,469 257,106 SH   SOLE   195,406 0 61,700
HARLEY DAVIDSON INC COM 412822108 138,322 3,878,900 SH   SOLE   2,215,262 0 1,663,638
HAVERTY FURNITURE INC COM 419596101 1,511 69,063 SH   SOLE   52,763 0 16,300
HAWAIIAN HOLDINGS INC COM 419879101 5,130 195,411 SH   SOLE   150,311 0 45,100
HESS CORP COM 42809H107 519,758 8,629,558 SH   SOLE   4,706,367 0 3,923,191
HEWLETT PACKARD ENTERPRISE C COM 42824C109 709,651 45,991,663 SH   SOLE   26,636,035 0 19,355,628
HIBBETT SPORTS INC COM 428567101 5,799 254,226 SH   SOLE   195,126 0 59,100
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 1,051 236,220 SH   SOLE   236,220 0 0
HIGHPOINT RES CORP COM 43114K108 1,459 660,150 SH   SOLE   522,750 0 137,400
HILLTOP HOLDINGS INC COM 432748101 5,267 288,599 SH   SOLE   214,799 0 73,800
HILTON GRAND VACATIONS INC COM 43283X105 2,918 94,588 SH   SOLE   72,088 0 22,500
HOEGH LNG PARTNERS LP COM UNIT LTD Y3262R100 4,707 240,770 SH   SOLE   182,470 0 58,300
HOME BANCSHARES INC COM 436893200 2,607 148,400 SH   SOLE   113,000 0 35,400
HOMESTREET INC COM 43785V102 5,529 209,832 SH   SOLE   159,632 0 50,200
HOMETRUST BANCSHARES INC COM 437872104 1,347 53,456 SH   SOLE   40,756 0 12,700
HOOKER FURNITURE CORP COM 439038100 2,690 93,303 SH   SOLE   70,603 0 22,700
HOPE BANCORP INC COM 43940T109 5,219 399,028 SH   SOLE   304,928 0 94,100
HORACE MANN EDUCATORS CORP N COM 440327104 30,563 868,007 SH   SOLE   730,603 0 137,404
HORIZON BANCORP INC COM 440407104 1,316 81,780 SH   SOLE   61,680 0 20,100
HUDSON GLOBAL INC COM 443787106 7,967 5,241,178 SH   SOLE   4,069,478 0 1,171,700
HYSTER YALE MATLS HANDLING I CL A 449172105 3,742 60,010 SH   SOLE   45,510 0 14,500
IBERIABANK CORP COM 450828108 2,683 37,410 SH   SOLE   28,510 0 8,900
ICHOR HOLDINGS SHS G4740B105 6,471 286,570 SH   SOLE   223,270 0 63,300
II VI INC COM 902104108 2,910 78,130 SH   SOLE   59,830 0 18,300
INNERWORKINGS INC COM 45773Y105 3,107 858,302 SH   SOLE   660,602 0 197,700
INNOPHOS HOLDINGS INC COM 45774N108 4,277 141,900 SH   SOLE   108,700 0 33,200
INNOSPEC INC COM 45768S105 3,074 36,884 SH   SOLE   27,384 0 9,500
INSIGHT ENTERPRISES INC COM 45765U103 4,327 78,591 SH   SOLE   59,391 0 19,200
INTERFACE INC COM 458665304 2,643 172,550 SH   SOLE   132,450 0 40,100
INTERNATIONAL BANCSHARES COR COM 459044103 4,209 110,687 SH   SOLE   83,687 0 27,000
INTERPUBLIC GROUP COS INC COM 460690100 56,504 2,689,400 SH   SOLE   1,067,400 0 1,622,000
INTL PAPER CO COM 460146103 322,431 6,968,460 SH   SOLE   3,770,795 0 3,197,665
INVESTORS BANCORP INC NEW COM 46146L101 15,311 1,292,106 SH   SOLE   1,003,406 0 288,700
ISHARES TR CHINA LG-CAP ETF 464287184 1,262 510,000 SH Put SOLE   510,000 0 0
JABIL INC COM 466313103 4,237 159,350 SH   SOLE   122,350 0 37,000
JOHNSON CTLS INTL PLC SHS G51502105 331,068 8,962,313 SH   SOLE   5,216,943 0 3,745,370
JOHNSON OUTDOORS INC CL A 479167108 3,029 42,450 SH   SOLE   31,350 0 11,100
JPMORGAN CHASE & CO COM 46625H100 3,098 30,600 SH   SOLE   30,600 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 4,287 40,937 SH   SOLE   30,790 0 10,147
KBR INC COM 48242W106 69,228 3,626,403 SH   SOLE   3,111,603 0 514,800
KEANE GROUP INC COM 48669A108 5,785 531,250 SH   SOLE   401,950 0 129,300
KELLOGG CO COM 487836108 43,023 749,786 SH   SOLE   211,386 0 538,400
KELLY SVCS INC CL A 488152208 3,960 179,531 SH   SOLE   136,131 0 43,400
KEY ENERGY SVCS INC DEL COM 49309J103 3,403 838,200 SH   SOLE   665,400 0 172,800
KEYCORP NEW COM 493267108 6,020 382,200 SH   SOLE   341,300 0 40,900
KIMBALL ELECTRONICS INC COM 49428J109 2,569 165,830 SH   SOLE   123,230 0 42,600
KNOLL INC COM NEW 498904200 2,664 140,866 SH   SOLE   107,766 0 33,100
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 44,910 1,099,117 SH   SOLE   907,016 0 192,101
KOPPERS HOLDINGS INC COM 50060P106 1,563 60,144 SH   SOLE   46,344 0 13,800
KORN FERRY COM NEW 500643200 7,477 166,976 SH   SOLE   141,076 0 25,900
KOSMOS ENERGY LTD COM 500688106 188,954 30,329,694 SH   SOLE   22,191,594 0 8,138,100
LAKELAND BANCORP INC COM 511637100 2,595 173,820 SH   SOLE   131,320 0 42,500
LAREDO PETROLEUM INC COM 516806106 2,558 827,700 SH   SOLE   638,000 0 189,700
LEGG MASON INC COM 524901105 5,323 194,479 SH   SOLE   149,279 0 45,200
LGI HOMES INC COM 50187T106 2,823 46,858 SH   SOLE   35,558 0 11,300
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 4,182 271,750 SH   SOLE   210,050 0 61,700
LILLY ELI & CO COM 532457108 1,739 13,400 SH   SOLE   0 0 13,400
LITHIA MTRS INC CL A 536797103 5,934 63,976 SH   SOLE   48,076 0 15,900
LIVE OAK BANCSHARES INC COM 53803X105 5,121 350,543 SH   SOLE   262,843 0 87,700
LONESTAR RES US INC CL A VTG 54240F103 421 104,993 SH   SOLE   104,993 0 0
LOUISIANA PAC CORP COM 546347105 4,094 167,940 SH   SOLE   128,640 0 39,300
LUTHER BURBANK CORP COM 550550107 10,158 1,005,721 SH   SOLE   799,121 0 206,600
LYON WILLIAM HOMES CL A NEW 552074700 1,627 105,864 SH   SOLE   81,264 0 24,600
M/I HOMES INC COM 55305B101 2,807 105,463 SH   SOLE   81,263 0 24,200
MAGELLAN HEALTH INC COM NEW 559079207 5,797 87,940 SH   SOLE   66,140 0 21,800
MAGNA INTL INC COM 559222401 266,682 5,477,147 SH   SOLE   3,284,864 0 2,192,283
MALLINCKRODT PUB LTD CO SHS G5785G107 35,604 1,637,740 SH   SOLE   1,543,240 0 94,500
MAMMOTH ENERGY SVCS INC COM 56155L108 3,090 185,570 SH   SOLE   140,870 0 44,700
MANPOWERGROUP INC COM 56418H100 85,948 1,039,400 SH   SOLE   887,500 0 151,900
MARATHON OIL CORP COM 565849106 454,454 27,196,520 SH   SOLE   14,674,242 0 12,522,278
MARATHON PETE CORP COM 56585A102 105,020 1,754,715 SH   SOLE   943,881 0 810,834
MASONITE INTL CORP NEW COM 575385109 80,655 1,616,648 SH   SOLE   1,324,948 0 291,700
MASTEC INC COM 576323109 4,444 92,390 SH   SOLE   68,290 0 24,100
MATSON INC COM 57686G105 82,852 2,295,704 SH   SOLE   1,867,004 0 428,700
MAUI LD & PINEAPPLE INC COM 577345101 4,573 400,100 SH   SOLE   400,100 0 0
MBIA INC COM 55262C100 5,524 580,255 SH   SOLE   439,155 0 141,100
MCDERMOTT INTL INC COM 580037703 27,222 3,658,910 SH   SOLE   3,403,744 0 255,166
MDC PARTNERS INC CL A SUB VTG 552697104 21,996 9,776,064 SH   SOLE   7,481,264 0 2,294,800
MEDTRONIC PLC SHS G5960L103 375,026 4,117,540 SH   SOLE   2,266,552 0 1,850,988
MERCER INTL INC COM 588056101 1,310 96,950 SH   SOLE   72,950 0 24,000
MERCHANTS BANCORP IND COM 58844R108 2,771 128,883 SH   SOLE   94,383 0 34,500
MEREDITH CORP COM 589433101 2,743 49,631 SH   SOLE   37,031 0 12,600
MERIDIAN BANCORP INC MD COM 58958U103 2,795 178,160 SH   SOLE   135,060 0 43,100
MERITAGE HOMES CORP COM 59001A102 4,370 97,747 SH   SOLE   74,747 0 23,000
MERITOR INC COM 59001K100 5,405 265,591 SH   SOLE   199,191 0 66,400
METHODE ELECTRS INC COM 591520200 6,129 212,967 SH   SOLE   162,467 0 50,500
MICROSOFT CORP COM 594918104 825,077 6,995,732 SH   SOLE   3,821,819 0 3,173,913
MIDLAND STS BANCORP INC ILL COM 597742105 5,479 227,702 SH   SOLE   171,702 0 56,000
MIDWESTONE FINL GROUP INC NE COM 598511103 1,305 47,874 SH   SOLE   36,274 0 11,600
MILLER HERMAN INC COM 600544100 4,232 120,295 SH   SOLE   90,895 0 29,400
MILLER INDS INC TENN COM NEW 600551204 29,997 972,339 SH   SOLE   752,043 0 220,296
MINERALS TECHNOLOGIES INC COM 603158106 2,941 50,025 SH   SOLE   38,125 0 11,900
MONDELEZ INTL INC CL A 609207105 234,110 4,689,700 SH   SOLE   2,645,000 0 2,044,700
MORGAN STANLEY COM NEW 617446448 129,179 3,061,122 SH   SOLE   1,251,622 0 1,809,500
MOTORCAR PTS AMER INC COM 620071100 3,914 207,431 SH   SOLE   158,831 0 48,600
MOVADO GROUP INC COM 624580106 4,428 121,709 SH   SOLE   91,109 0 30,600
MSG NETWORK INC CL A 553573106 3,947 181,494 SH   SOLE   135,594 0 45,900
MUELLER WTR PRODS INC COM SER A 624758108 4,208 419,130 SH   SOLE   319,530 0 99,600
MURPHY OIL CORP COM 626717102 366,820 12,519,448 SH   SOLE   7,501,949 0 5,017,499
MURPHY USA INC COM 626755102 2,992 34,942 SH   SOLE   25,742 0 9,200
MYR GROUP INC DEL COM 55405W104 4,568 131,916 SH   SOLE   101,516 0 30,400
NATIONAL OILWELL VARCO INC COM 637071101 265,259 9,957,169 SH   SOLE   6,196,769 0 3,760,400
NATIONAL PRESTO INDS INC COM 637215104 5,410 49,835 SH   SOLE   39,035 0 10,800
NATIONAL WESTN LIFE GROUP IN CL A 638517102 8,407 32,032 SH   SOLE   23,132 0 8,900
NATURAL HEALTH TRENDS CORP COM PAR $.001 63888P406 2,793 215,477 SH   SOLE   171,577 0 43,900
NAUTILUS INC COM 63910B102 3,930 706,745 SH   SOLE   530,445 0 176,300
NAVIENT CORPORATION COM 63938C108 5,820 503,034 SH   SOLE   384,134 0 118,900
NAVISTAR INTL CORP NEW COM 63934E108 57,448 1,778,561 SH   SOLE   1,609,261 0 169,300
NETGEAR INC COM 64111Q104 5,429 163,916 SH   SOLE   122,816 0 41,100
NEWS CORP NEW CL A 65249B109 169,463 13,622,400 SH   SOLE   5,938,000 0 7,684,400
NIC INC COM 62914B100 4,317 252,624 SH   SOLE   192,324 0 60,300
NINE ENERGY SVC INC COM 65441V101 9,742 430,129 SH   SOLE   349,029 0 81,100
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 3,032 84,200 SH   SOLE   62,300 0 21,900
NORTHERN OIL & GAS INC NEV COM 665531109 3,047 1,112,190 SH   SOLE   816,690 0 295,500
NORTHFIELD BANCORP INC DEL COM 66611T108 3,987 286,844 SH   SOLE   216,544 0 70,300
NORTHRIM BANCORP INC COM 666762109 1,307 37,959 SH   SOLE   28,959 0 9,000
NORTHWEST NAT HLDG CO COM 66765N105 4,381 66,760 SH   SOLE   50,060 0 16,700
NORTHWESTERN CORP COM NEW 668074305 4,621 65,634 SH   SOLE   49,849 0 15,785
NRG ENERGY INC COM NEW 629377508 10,790 254,000 SH   SOLE   239,800 0 14,200
OASIS MIDSTREAM PARTNERS LP COM UNITS REPS 67420T206 2,892 142,330 SH   SOLE   106,730 0 35,600
OCEANEERING INTL INC COM 675232102 2,741 173,785 SH   SOLE   128,685 0 45,100
OCEANFIRST FINL CORP COM 675234108 2,800 116,370 SH   SOLE   88,970 0 27,400
OCH ZIFF CAP MGMT GROUP CL A SHARES 67551U204 1,399 85,282 SH   SOLE   85,282 0 0
OFFICE DEPOT INC COM 676220106 134,183 36,965,083 SH   SOLE   32,779,183 0 4,185,900
OIL STS INTL INC COM 678026105 3,992 235,400 SH   SOLE   176,300 0 59,100
OLD NATL BANCORP IND COM 680033107 1,363 83,138 SH   SOLE   62,969 0 20,169
OMNICOM GROUP INC COM 681919106 36,643 502,032 SH   SOLE   144,332 0 357,700
OPPENHEIMER HLDGS INC CL A NON VTG 683797104 3,943 151,556 SH   SOLE   113,056 0 38,500
OPUS BK IRVINE CALIF COM 684000102 2,532 127,890 SH   SOLE   96,090 0 31,800
ORACLE CORP COM 68389X105 596,218 11,100,682 SH   SOLE   6,041,940 0 5,058,742
ORITANI FINL CORP DEL COM 68633D103 5,559 334,304 SH   SOLE   253,904 0 80,400
ORRSTOWN FINL SVCS INC COM 687380105 1,301 70,006 SH   SOLE   53,206 0 16,800
PACCAR INC COM 693718108 106,240 1,559,143 SH   SOLE   786,933 0 772,210
PACIFIC PREMIER BANCORP COM 69478X105 2,606 98,220 SH   SOLE   75,620 0 22,600
PAR PACIFIC HOLDINGS INC COM NEW 69888T207 4,484 251,790 SH   SOLE   189,390 0 62,400
PARK NATL CORP COM 700658107 1,388 14,650 SH   SOLE   11,150 0 3,500
PATTERSON UTI ENERGY INC COM 703481101 2,933 209,200 SH   SOLE   158,100 0 51,100
PBF ENERGY INC CL A 69318G106 1,479 47,500 SH   SOLE   44,800 0 2,700
PBF LOGISTICS LP UNIT LTD PTNR 69318Q104 1,000 47,584 SH   SOLE   47,584 0 0
PC CONNECTION INC COM 69318J100 5,220 142,341 SH   SOLE   108,741 0 33,600
PEAPACK-GLADSTONE FINL CORP COM 704699107 4,012 153,018 SH   SOLE   116,218 0 36,800
PENN VA CORP NEW COM 70788V102 2,288 51,880 SH   SOLE   39,480 0 12,400
PENNYMAC MTG INVT TR COM 70931T103 5,675 274,011 SH   SOLE   206,911 0 67,100
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,720 60,920 SH   SOLE   45,120 0 15,800
PEPSICO INC COM 713448108 338,634 2,763,228 SH   SOLE   1,506,528 0 1,256,700
PETMED EXPRESS INC COM 716382106 1,337 58,710 SH   SOLE   44,010 0 14,700
PHOTRONICS INC COM 719405102 5,393 570,677 SH   SOLE   445,677 0 125,000
PLANTRONICS INC NEW COM 727493108 1,624 35,210 SH   SOLE   28,110 0 7,100
PLEXUS CORP COM 729132100 4,491 73,684 SH   SOLE   55,584 0 18,100
PNM RES INC COM 69349H107 4,639 97,995 SH   SOLE   73,895 0 24,100
POPULAR INC COM NEW 733174700 160,215 3,073,374 SH   SOLE   2,687,174 0 386,200
PORTLAND GEN ELEC CO COM NEW 736508847 72,802 1,404,368 SH   SOLE   1,183,561 0 220,807
PPL CORP COM 69351T106 281,159 8,858,196 SH   SOLE   5,046,167 0 3,812,029
PREFORMED LINE PRODS CO COM 740444104 1,208 22,757 SH   SOLE   17,257 0 5,500
PRIMORIS SVCS CORP COM 74164F103 4,166 201,463 SH   SOLE   151,663 0 49,800
PROASSURANCE CORP COM 74267C106 4,570 132,051 SH   SOLE   100,351 0 31,700
PROPETRO HLDG CORP COM 74347M108 5,137 227,910 SH   SOLE   167,210 0 60,700
PROTECTIVE INS CORP CL B 74368L203 1,357 73,250 SH   SOLE   56,750 0 16,500
QEP RES INC COM 74733V100 2,494 320,138 SH   SOLE   234,338 0 85,800
QUAD / GRAPHICS INC COM CL A 747301109 28,032 2,355,597 SH   SOLE   1,880,897 0 474,700
QUANTENNA COMMUNICATIONS INC COM 74766D100 7,670 315,232 SH   SOLE   237,332 0 77,900
QUINTANA ENERGY SVCS INC COM 74875T103 3,778 874,525 SH   SOLE   716,425 0 158,100
RAYONIER ADVANCED MATLS INC COM 75508B104 2,779 204,918 SH   SOLE   157,818 0 47,100
RBB BANCORP COM 74930B105 1,342 71,379 SH   SOLE   55,479 0 15,900
READY CAP CORP COM 75574U101 4,036 275,119 SH   SOLE   210,516 0 64,603
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 2,279 103,798 SH   SOLE   77,298 0 26,500
RESIDEO TECHNOLOGIES INC COM 76118Y104 24,577 1,274,060 SH   SOLE   1,022,960 0 251,100
RESOURCES CONNECTION INC COM 76122Q105 5,484 331,540 SH   SOLE   249,740 0 81,800
REV GROUP INC COM 749527107 7,253 662,362 SH   SOLE   503,562 0 158,800
REX AMERICAN RESOURCES CORP COM 761624105 5,970 74,065 SH   SOLE   56,465 0 17,600
RIBBON COMMUNICATIONS INC COM 762544104 4,140 803,920 SH   SOLE   629,620 0 174,300
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 302,603 4,834,693 SH   SOLE   2,516,994 0 2,317,699
RPC INC COM 749660106 2,807 245,970 SH   SOLE   181,370 0 64,600
RUSH ENTERPRISES INC CL A 781846209 37,847 905,211 SH   SOLE   762,211 0 143,000
SANDERSON FARMS INC COM 800013104 3,080 23,364 SH   SOLE   17,864 0 5,500
SANDY SPRING BANCORP INC COM 800363103 2,550 81,534 SH   SOLE   60,922 0 20,612
SANMINA CORPORATION COM 801056102 3,952 136,976 SH   SOLE   104,876 0 32,100
SANOFI SPONSORED ADR 80105N105 143,531 3,241,432 SH   SOLE   1,694,433 0 1,546,999
SANTANDER CONSUMER USA HDG I COM 80283M101 18,119 857,500 SH   SOLE   807,800 0 49,700
SCANSOURCE INC COM 806037107 1,308 36,510 SH   SOLE   27,610 0 8,900
SCHNEIDER NATIONAL INC CL B 80689H102 2,776 131,880 SH   SOLE   101,280 0 30,600
SCHWEITZER-MAUDUIT INTL INC COM 808541106 5,914 152,749 SH   SOLE   110,849 0 41,900
SELECT ENERGY SVCS INC CL A COM 81617J301 5,356 445,630 SH   SOLE   329,430 0 116,200
SERITAGE GROWTH PPTYS CL A 81752R100 181,132 4,075,880 SH   SOLE   3,480,080 0 595,800
SHUTTERFLY INC COM 82568P304 1,249 30,740 SH   SOLE   23,240 0 7,500
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 1,284 52,470 SH   SOLE   39,370 0 13,100
SLM CORP COM 78442P106 57,647 5,817,090 SH   SOLE   5,033,590 0 783,500
SM ENERGY CO COM 78454L100 3,029 173,171 SH   SOLE   135,471 0 37,700
SMART SAND INC COM 83191H107 4,233 951,129 SH   SOLE   728,329 0 222,800
SOLAREDGE TECHNOLOGIES INC COM 83417M104 4,030 106,960 SH   SOLE   82,860 0 24,100
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 4,566 277,740 SH   SOLE   206,140 0 71,600
SONIC AUTOMOTIVE INC CL A 83545G102 45,559 3,076,234 SH   SOLE   2,462,834 0 613,400
SOTHEBYS COM 835898107 3,774 99,980 SH   SOLE   74,580 0 25,400
SOUTH JERSEY INDS INC COM 838518108 4,381 136,603 SH   SOLE   102,503 0 34,100
SOUTH ST CORP COM 840441109 4,279 62,620 SH   SOLE   47,220 0 15,400
SOUTHERN CO COM 842587107 256,031 4,954,163 SH   SOLE   2,597,663 0 2,356,500
SOUTHERN MO BANCORP INC COM 843380106 1,207 39,190 SH   SOLE   29,690 0 9,500
SOUTHERN NATL BANCORP OF VA COM 843395104 2,695 183,978 SH   SOLE   140,578 0 43,400
SPARK ENERGY INC CL A COM 846511103 3,973 445,868 SH   SOLE   360,968 0 84,900
SPIRE INC COM 84857L101 5,979 72,657 SH   SOLE   54,757 0 17,900
SPORTSMANS WHSE HLDGS INC COM 84920Y106 1,229 256,133 SH   SOLE   197,033 0 59,100
STAR GROUP L P UNIT LTD PARTNR 85512C105 1,463 152,399 SH   SOLE   115,799 0 36,600
STATE STR CORP COM 857477103 389,688 5,921,404 SH   SOLE   3,501,564 0 2,419,840
STEELCASE INC CL A 858155203 1,196 82,173 SH   SOLE   62,073 0 20,100
STERLING BANCORP INC COM 85917W102 1,560 153,884 SH   SOLE   119,584 0 34,300
STEWART INFORMATION SVCS COR COM 860372101 5,348 125,285 SH   SOLE   93,385 0 31,900
STIFEL FINL CORP COM 860630102 57,461 1,089,100 SH   SOLE   877,500 0 211,600
STONERIDGE INC COM 86183P102 1,519 52,646 SH   SOLE   40,046 0 12,600
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 5,982 266,932 SH   SOLE   203,832 0 63,100
SUNCOKE ENERGY PARTNERS L P COMUNIT REP LT 86722Y101 2,629 211,193 SH   SOLE   164,693 0 46,500
SUPERIOR ENERGY SVCS INC COM 868157108 33,352 7,141,800 SH   SOLE   6,774,700 0 367,100
SYNCHRONY FINL COM 87165B103 123,354 3,866,911 SH   SOLE   1,885,411 0 1,981,500
TALOS ENERGY INC COM 87484T108 6,659 250,730 SH   SOLE   199,330 0 51,400
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 6,197 57,330 SH   SOLE   44,230 0 13,100
TAYLOR MORRISON HOME CORP CL A 87724P106 5,869 330,622 SH   SOLE   260,922 0 69,700
TCF FINL CORP COM 872275102 22,878 1,105,750 SH   SOLE   910,850 0 194,900
TE CONNECTIVITY LTD REG SHS H84989104 80,537 997,363 SH   SOLE   255,563 0 741,800
TECH DATA CORP COM 878237106 5,915 57,758 SH   SOLE   44,058 0 13,700
TEGNA INC COM 87901J105 1,742 123,566 SH   SOLE   96,966 0 26,600
TERADATA CORP DEL COM 88076W103 59,013 1,351,950 SH   SOLE   512,150 0 839,800
TEREX CORP NEW COM 880779103 2,912 90,640 SH   SOLE   68,840 0 21,800
TERRITORIAL BANCORP INC COM 88145X108 1,353 50,265 SH   SOLE   37,565 0 12,700
TESLA INC COM 88160R101 9,025 47,000 SH Put SOLE   47,000 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 5,310 97,270 SH   SOLE   74,270 0 23,000
TEXAS INSTRS INC COM 882508104 177,731 1,675,600 SH   SOLE   961,100 0 714,500
TFS FINL CORP COM 87240R107 3,045 184,900 SH   SOLE   149,300 0 35,600
THERMON GROUP HLDGS INC COM 88362T103 1,554 63,397 SH   SOLE   49,297 0 14,100
THIRD PT REINS LTD COM G8827U100 4,108 395,763 SH   SOLE   303,263 0 92,500
THOR INDS INC COM 885160101 5,381 86,270 SH   SOLE   65,670 0 20,600
TIMKEN CO COM 887389104 2,836 65,024 SH   SOLE   49,124 0 15,900
TOWER INTL INC COM 891826109 4,844 230,340 SH   SOLE   175,440 0 54,900
TOWNEBANK PORTSMOUTH VA COM 89214P109 1,291 52,180 SH   SOLE   39,480 0 12,700
TRAVELERS COMPANIES INC COM 89417E109 364,367 2,656,507 SH   SOLE   1,369,957 0 1,286,550
TRI POINTE GROUP INC COM 87265H109 77,193 6,107,058 SH   SOLE   5,526,368 0 580,690
TRICO BANCSHARES COM 896095106 2,956 75,233 SH   SOLE   57,333 0 17,900
TRITON INTL LTD CL A G9078F107 2,453 78,870 SH   SOLE   58,170 0 20,700
TRIUMPH BANCORP INC COM 89679E300 2,550 86,780 SH   SOLE   65,580 0 21,200
TRUSTCO BK CORP N Y COM 898349105 4,110 529,648 SH   SOLE   400,848 0 128,800
TRUSTMARK CORP COM 898402102 5,579 165,904 SH   SOLE   124,904 0 41,000
TTM TECHNOLOGIES INC COM 87305R109 4,315 367,894 SH   SOLE   283,117 0 84,777
TUPPERWARE BRANDS CORP COM 899896104 2,483 97,072 SH   SOLE   73,472 0 23,600
TUTOR PERINI CORP COM 901109108 55,532 3,243,717 SH   SOLE   2,574,717 0 669,000
U S WELL SVCS INC CL A 91274U101 1,389 174,110 SH   SOLE   134,510 0 39,600
ULTRA CLEAN HLDGS INC COM 90385V107 5,242 506,470 SH   SOLE   397,270 0 109,200
UNIFI INC COM NEW 904677200 1,246 64,390 SH   SOLE   49,390 0 15,000
UNILEVER PLC SPON ADR NEW 904767704 279,157 4,836,400 SH   SOLE   2,170,300 0 2,666,100
UNION BANKSHARES CORP NEW COM 90539J109 2,714 83,959 SH   SOLE   64,059 0 19,900
UNITED FINL BANCORP INC NEW COM 910304104 2,490 173,550 SH   SOLE   129,150 0 44,400
UNITIL CORP COM 913259107 4,490 82,878 SH   SOLE   63,278 0 19,600
UNIVERSAL CORP VA COM 913456109 2,805 48,670 SH   SOLE   36,370 0 12,300
UNIVERSAL FST PRODS INC COM 913543104 4,167 139,418 SH   SOLE   106,618 0 32,800
UNIVEST FINANCIAL CORPORATIO COM 915271100 1,447 59,150 SH   SOLE   44,950 0 14,200
VALLEY NATL BANCORP COM 919794107 13,233 1,381,290 SH   SOLE   1,251,290 0 130,000
VALMONT INDS INC COM 920253101 2,877 22,112 SH   SOLE   17,012 0 5,100
VALVOLINE INC COM 92047W101 2,517 135,590 SH   SOLE   99,490 0 36,100
VECTRUS INC COM 92242T101 5,891 221,560 SH   SOLE   171,860 0 49,700
VICTORY CAP HLDGS INC COM CL A 92645B103 5,316 353,933 SH   SOLE   269,533 0 84,400
VILLAGE SUPER MKT INC CL A NEW 927107409 1,342 49,110 SH   SOLE   37,610 0 11,500
VIRTUS INVT PARTNERS INC COM 92828Q109 4,351 44,600 SH   SOLE   34,200 0 10,400
VISHAY INTERTECHNOLOGY INC COM 928298108 3,806 206,048 SH   SOLE   159,048 0 47,000
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 396,313 21,799,412 SH   SOLE   12,056,176 0 9,743,236
WABASH NATL CORP COM 929566107 5,148 379,945 SH   SOLE   279,845 0 100,100
WADDELL & REED FINL INC CL A 930059100 2,727 157,714 SH   SOLE   118,214 0 39,500
WASHINGTON FED INC COM 938824109 5,407 187,170 SH   SOLE   140,826 0 46,344
WATERSTONE FINL INC MD COM 94188P101 1,341 81,459 SH   SOLE   60,959 0 20,500
WEIGHT WATCHERS INTL INC NEW COM 948626106 880 43,680 SH   SOLE   32,180 0 11,500
WELLS FARGO CO NEW COM 949746101 772,722 15,991,761 SH   SOLE   8,887,646 0 7,104,115
WESCO INTL INC COM 95082P105 4,159 78,456 SH   SOLE   59,556 0 18,900
WEST BANCORPORATION INC CAP STK 95123P106 1,291 62,447 SH   SOLE   47,447 0 15,000
WESTERN DIGITAL CORP COM 958102105 654 13,600 SH   SOLE   13,600 0 0
WESTWOOD HLDGS GROUP INC COM 961765104 1,280 36,280 SH   SOLE   27,180 0 9,100
WHITE MTNS INS GROUP LTD COM G9618E107 4,204 4,542 SH   SOLE   3,442 0 1,100
WHITING PETE CORP NEW COM NEW 966387409 149,576 5,722,119 SH   SOLE   5,209,669 0 512,450
WINNEBAGO INDS INC COM 974637100 4,169 133,850 SH   SOLE   99,350 0 34,500
WINTRUST FINL CORP COM 97650W108 1,283 19,050 SH   SOLE   14,350 0 4,700
WORLD FUEL SVCS CORP COM 981475106 3,281 113,554 SH   SOLE   85,354 0 28,200
WORTHINGTON INDS INC COM 981811102 4,177 111,930 SH   SOLE   84,730 0 27,200
WYNDHAM DESTINATIONS INC COM 98310W108 5,460 134,860 SH   SOLE   104,360 0 30,500
ZAGG INC COM 98884U108 3,350 369,314 SH   SOLE   282,214 0 87,100
ZIMMER BIOMET HLDGS INC COM 98956P102 159,923 1,252,334 SH   SOLE   755,162 0 497,172
ZUMIEZ INC COM 989817101 1,496 60,100 SH   SOLE   46,400 0 13,700