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 COM 336901103 9,384 232,864 SH   SOLE   229,680 0 3,184
ACI WORLDWIDE INC COM COM 004498101 31,603 822,348 SH   SOLE   812,356 0 9,992
AEROJET ROCKETDYNE HLD COM COM 007800105 44,359 839,341 SH   SOLE   829,850 0 9,491
AIR LEASE CORP CL A COM 00912X302 26,778 602,841 SH   SOLE   595,374 0 7,467
ALEXANDER & BALDWIN IN COM COM 014491104 31,385 1,826,855 SH   SOLE   1,806,213 0 20,642
ALLISON TRANSMISSION H COM COM 01973R101 15,720 364,479 SH   SOLE   326,284 0 38,195
AMERCO COM COM 023586100 50,966 129,521 SH   SOLE   122,899 0 6,622
AMERICAN CAMPUS CMNTYS COM COM 024835100 12,789 316,910 SH   SOLE   286,240 0 30,670
AMERICAN FINL GROUP COM 025932104 21,662 247,220 SH   SOLE   227,015 0 20,205
ARAMARK COM 03852U106 13,100 340,449 SH   SOLE   307,256 0 33,193
ASGN INC COM COM 00191U102 18,736 224,296 SH   SOLE   221,420 0 2,876
AVISTA CORP COM COM 05379B107 18,356 457,305 SH   SOLE   413,000 0 44,305
BAKER HUGHES COMPANY CL A COM 05722G100 18,643 894,169 SH   SOLE   806,509 0 87,660
BLOOMIN BRANDS INC COM COM 094235108 21,537 1,109,039 SH   SOLE   1,095,029 0 14,010
BOK FINL CORP COM NEW COM 05561Q201 21,606 315,516 SH   SOLE   288,286 0 27,230
CAMDEN PPTY TR SH BEN INT COM 133131102 17,956 179,699 SH   SOLE   164,159 0 15,540
CARLISLE COS INC COM COM 142339100 18,416 117,912 SH   SOLE   107,859 0 10,053
CARTER INC COM COM 146229109 16,058 170,704 SH   SOLE   168,393 0 2,311
CERNER CORP COM COM 156782104 13,205 168,271 SH   SOLE   151,241 0 17,030
CHANGE HEALTHCARE INC COM COM 15912k100 26,372 1,414,093 SH   SOLE   1,396,691 0 17,402
CITIZENS FINL GRP INC COM COM 174610105 21,253 594,318 SH   SOLE   536,567 0 57,751
CITRIX SYSTEMS COM 177376100 21,816 167,684 SH   SOLE   151,289 0 16,395
COGNIZANT TECH SOLUTNS CL A COM 192446102 20,029 244,411 SH   SOLE   223,776 0 20,635
DENTSPLY SIRONA INC COM COM 24906P109 15,879 303,253 SH   SOLE   274,688 0 28,565
DISCOVERY, INC COM 25470F104 17,295 574,769 SH   SOLE   528,309 0 46,460
EBAY INC COM COM 278642103 22,128 440,356 SH   SOLE   402,456 0 37,900
EMCOR GROUP INC COM 29084Q100 21,222 232,028 SH   SOLE   228,283 0 3,745
ENCOMPASS HEALTH CORP COM COM 29261A100 58,765 710,660 SH   SOLE   675,262 0 35,398
EXTENDED STAY AMER INC SHS 1 C COM 30224P200 37,787 2,551,464 SH   SOLE   2,520,115 0 31,349
FIDELITY NATL FIN INC CL A COM 31620R303 24,530 627,532 SH   SOLE   573,547 0 53,985
FIFTH THIRD BANCORP COM COM 316773100 13,206 478,977 SH   SOLE   435,105 0 43,872
FIRST AMERN FINL CORP COM COM 31847R102 23,544 456,013 SH   SOLE   450,365 0 5,648
FIRST CTZNS BANCSHS NC CL A COM 31946M103 24,532 42,719 SH   SOLE   42,196 0 523
FIRST HAWAIIAN INC COM COM 32051X108 30,228 1,281,936 SH   SOLE   1,265,964 0 15,972
FRONTDOOR INC COM COM 35905A109 14,350 285,800 SH   SOLE   282,262 0 3,538
GENERAL DYNAMICS CORP COM 369550108 17,450 117,257 SH   SOLE   106,152 0 11,105
GENTEX CORP COM COM 371901109 8,749 257,876 SH   SOLE   254,580 0 3,296
GMS INC COM COM 36251C103 18,822 617,493 SH   SOLE   609,896 0 7,597
GRAND CANYON ED INC COM COM 38526M106 29,557 317,445 SH   SOLE   314,860 0 2,585
HUNTINGTON INGALLS IND COM COM 446413106 16,356 95,940 SH   SOLE   86,761 0 9,179
INGREDION INC COM COM 457187102 21,575 274,251 SH   SOLE   249,585 0 24,666
INSPERITY INC COM COM 45778Q107 38,947 478,340 SH   SOLE   472,558 0 5,782
INTERNATIONAL BNCSHRS COM COM 459044103 15,875 421,309 SH   SOLE   418,479 0 2,830
INTERPUBLIC GROUP COM 460690100 25,689 1,094,921 SH   SOLE   981,203 0 113,718
INTUIT INC COM 461202103 228 600 SH   SOLE   600 0 0
ISHARES TR RUSSELL 2000 COM 464287655 9,163 23,209 SH   SOLE   21,737 0 1,472
ISHARES TR RUSSELL MCP VL COM 464287473 540 53,143 SH   SOLE   53,143 0 0
ISHARES TR S&P 500 INDEX COM 464287200 991 2,640 SH   SOLE   2,640 0 0
LIFE STORAGE INC COM COM 53223X107 8,468 70,932 SH   SOLE   70,024 0 908
LKQ CORP COM COM 501889208 26,386 748,751 SH   SOLE   679,976 0 68,775
LOEWS CORP COM COM 540424108 18,657 414,415 SH   SOLE   372,646 0 41,769
LPL FINL HLDGS INC COM COM 50212V100 26,525 254,512 SH   SOLE   251,421 0 3,091
LUMENTUM HLDGS INC COM COM 55024U109 16,587 174,969 SH   SOLE   157,854 0 17,115
MARCUS & MILLICHAP INC COM COM 566324109 29,920 803,664 SH   SOLE   793,477 0 10,187
MAXAR TECHNOLOGIES INC COM COM 57778K105 28,151 729,489 SH   SOLE   720,979 0 8,510
MAXIMUS INC COM COM 577933104 19,050 260,282 SH   SOLE   256,910 0 3,372
MICROSOFT CORP COM 594918104 324 1,455 SH   SOLE   1,455 0 0
NORTHERN TRUST COM 665859104 11,423 122,639 SH   SOLE   111,172 0 11,467
PIONEER NAT RES COM 723787107 2,312 20,300 SH   SOLE   20,300 0 0
PREMIER INC CL A COM 74051N102 32,474 925,189 SH   SOLE   913,645 0 11,544
PROGRESSIVE CORP-OHIO- COM 743315103 12,944 130,906 SH   SOLE   120,316 0 10,590
RAYONIER INC COM COM 754907103 13,511 459,851 SH   SOLE   454,272 0 5,579
RYMAN HOSPITALITY PPTY COM COM 78377T107 27,656 408,143 SH   SOLE   403,063 0 5,080
SEI INVESTMENTS CO COM COM 784117103 18,720 325,736 SH   SOLE   294,266 0 31,470
SENSATA TECHNOLOGIES H SHS COM G8060N102 15,372 291,471 SH   SOLE   268,046 0 23,425
SIGNATURE BK NEW YORK COM COM 82669G104 30,487 225,345 SH   SOLE   206,080 0 19,265
SKYWORKS SOLUTIONS INC COM COM 83088M102 10,178 66,575 SH   SOLE   60,246 0 6,329
SNAP-ON INC COM 833034101 17,547 102,527 SH   SOLE   93,599 0 8,928
SOUTHWEST GAS CORP COM COM 844895102 13,229 217,766 SH   SOLE   215,154 0 2,612
SYNEOS HEALTH INC CL A COM 87166b102 15,862 232,820 SH   SOLE   229,966 0 2,854
THOR INDS INC COM COM 885160101 22,979 247,111 SH   SOLE   244,103 0 3,008
TRINET GROUP INC COM COM 896288107 8,659 107,431 SH   SOLE   106,074 0 1,357
UGI CORP COM 902681105 18,159 519,426 SH   SOLE   466,216 0 53,210
UNIVERSAL HEALTH COM 913903100 22,237 161,719 SH   SOLE   148,086 0 13,633
VENTAS INC COM COM 92276F100 24,079 491,016 SH   SOLE   448,456 0 42,560
VISTRA ENERGY CORP COM COM 92840M102 26,296 1,337,528 SH   SOLE   1,220,498 0 117,030
WEYERHAEUSER CO COM 962166104 20,039 597,641 SH   SOLE   545,798 0 51,843
WHITE MTNS INS GRP LTD COM COM G9618E107 51,486 51,452 SH   SOLE   49,009 0 2,443
WINTRUST FINL CORP COM COM 97650W108 22,430 367,158 SH   SOLE   363,715 0 3,443
ZIMMER BIOMET HOLDINGS INC COM 98956P102 15,917 103,297 SH   SOLE   92,672 0 10,625