The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 9,990 86,179 SH   SOLE   85,976 0 203
ABBVIE INC COM 00287Y109 88,889 789,139 SH   SOLE   786,561 0 2,578
ACADIA HEALTHCARE COMPANY IN COM 00404A109 10,634 169,464 SH   SOLE   169,464 0 0
ADAPTHEALTH CORP COM CL A 00653Q102 21,849 797,115 SH   SOLE   797,115 0 0
ADDUS HOMECARE CORP COM 006739106 6,028 69,093 SH   SOLE   69,093 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 8,318 14,203 SH   SOLE   14,145 0 58
ADVANSIX INC COM 00773T101 9,241 309,484 SH   SOLE   309,484 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 344 2,329 SH   SOLE   2,329 0 0
AIR LEASE CORP CL A 00912X302 1,975 47,323 SH   SOLE   47,323 0 0
AIR PRODS & CHEMS INC COM 009158106 104,446 363,064 SH   SOLE   362,059 0 1,005
ALCOA CORP COM 013872106 2,998 81,383 SH   SOLE   81,383 0 0
ALLIANT ENERGY CORP COM 018802108 3,071 55,069 SH   SOLE   55,069 0 0
ALLSTATE CORP COM 020002101 38,132 292,337 SH   SOLE   290,204 0 2,133
ALPHABET INC CAP STK CL A 02079K305 214,984 88,044 SH   SOLE   87,591 0 453
ALPHATEC HLDGS INC COM NEW 02081G201 7,627 497,876 SH   SOLE   497,876 0 0
ALTICE USA INC CL A 02156K103 1,812 53,083 SH   SOLE   53,083 0 0
ALTRA INDL MOTION CORP COM 02208R106 14,305 220,008 SH   SOLE   220,008 0 0
AMAZON COM INC COM 023135106 23,568 6,851 SH   SOLE   6,824 0 27
AMEDISYS INC COM 023436108 9,110 37,193 SH   SOLE   37,193 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 38,439 1,024,232 SH   SOLE   1,024,232 0 0
AMERICAN EXPRESS CO COM 025816109 27,188 164,546 SH   SOLE   163,288 0 1,258
AMERICAN TOWER CORP NEW COM 03027X100 86,691 320,913 SH   SOLE   320,140 0 773
AMERISOURCEBERGEN CORP COM 03073E105 76,912 671,779 SH   SOLE   669,613 0 2,166
AMGEN INC COM 031162100 512 2,100 SH   SOLE   2,100 0 0
AMICUS THERAPEUTICS INC COM 03152W109 13,572 1,407,931 SH   SOLE   1,407,931 0 0
APPLE INC COM 037833100 22,895 167,166 SH   SOLE   166,498 0 668
ARCONIC CORPORATION COM 03966V107 30,930 868,321 SH   SOLE   868,321 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 14,677 215,204 SH   SOLE   215,204 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 12,339 238,066 SH   SOLE   238,066 0 0
ATKORE INC COM 047649108 28,066 395,292 SH   SOLE   395,292 0 0
ATRICURE INC COM 04963C209 11,460 144,459 SH   SOLE   144,459 0 0
AUTOZONE INC COM 053332102 36,518 24,473 SH   SOLE   24,459 0 14
AVANTOR INC COM 05352A100 4,383 123,428 SH   SOLE   122,903 0 525
AVAYA HLDGS CORP COM 05351X101 30,235 1,123,980 SH   SOLE   1,123,980 0 0
AVIENT CORPORATION COM 05368V106 23,230 472,537 SH   SOLE   472,537 0 0
AXALTA COATING SYS LTD COM G0750C108 15,204 498,650 SH   SOLE   498,650 0 0
BALLYS CORPORATION COM 05875B106 8,278 152,981 SH   SOLE   152,981 0 0
BANK NEW YORK MELLON CORP COM 064058100 2,911 56,819 SH   SOLE   56,819 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,919 125,642 SH   SOLE   124,751 0 891
BIG LOTS INC COM 089302103 24,158 365,982 SH   SOLE   365,982 0 0
BJS RESTAURANTS INC COM 09180C106 21,395 435,392 SH   SOLE   435,392 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 26,708 561,337 SH   SOLE   561,337 0 0
BK OF AMERICA CORP COM 060505104 220,682 5,352,473 SH   SOLE   5,334,054 0 18,419
BLACKROCK INC COM 09247X101 139,155 159,040 SH   SOLE   158,574 0 466
BLOOMIN BRANDS INC COM 094235108 24,422 899,839 SH   SOLE   899,839 0 0
BLUCORA INC COM 095229100 1,531 88,459 SH   SOLE   88,459 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 24,309 516,444 SH   SOLE   516,444 0 0
BOSTON PROPERTIES INC COM 101121101 27,576 240,652 SH   SOLE   238,789 0 1,863
BOSTON SCIENTIFIC CORP COM 101137107 4,903 114,658 SH   SOLE   114,205 0 453
BOX INC CL A 10316T104 24,432 956,242 SH   SOLE   956,242 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 16,726 785,649 SH   SOLE   785,649 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 7,973 340,307 SH   SOLE   340,307 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 108,476 1,623,403 SH   SOLE   1,618,062 0 5,341
BRIXMOR PPTY GROUP INC COM 11120U105 15,261 666,705 SH   SOLE   666,705 0 0
BROADCOM INC COM 11135F101 29,081 60,987 SH   SOLE   60,530 0 457
CALIX INC COM 13100M509 22,725 478,430 SH   SOLE   478,430 0 0
CATERPILLAR INC COM 149123101 104,811 481,602 SH   SOLE   480,094 0 1,508
CDW CORP COM 12514G108 4,828 27,643 SH   SOLE   27,531 0 112
CELANESE CORP DEL COM 150870103 13,205 87,107 SH   SOLE   87,107 0 0
CF INDS HLDGS INC COM 125269100 1,806 35,094 SH   SOLE   35,094 0 0
CHARLES RIV LABS INTL INC COM 159864107 19,499 52,711 SH   SOLE   52,675 0 36
CHEGG INC COM 163092109 7,773 93,525 SH   SOLE   93,525 0 0
CHEVRON CORP NEW COM 166764100 119,293 1,138,949 SH   SOLE   1,135,211 0 3,738
CIRRUS LOGIC INC COM 172755100 27,268 320,343 SH   SOLE   320,343 0 0
CISCO SYS INC COM 17275R102 33,130 625,100 SH   SOLE   620,567 0 4,533
CLOUDFLARE INC CL A COM 18915M107 8,725 82,436 SH   SOLE   82,436 0 0
COHU INC COM 192576106 24,416 663,653 SH   SOLE   663,653 0 0
COMCAST CORP NEW CL A 20030N101 110,267 1,933,828 SH   SOLE   1,925,514 0 8,314
COMMVAULT SYS INC COM 204166102 23,053 294,909 SH   SOLE   294,909 0 0
CONNECTONE BANCORP INC COM 20786W107 15,394 588,213 SH   SOLE   588,213 0 0
CONOCOPHILLIPS COM 20825C104 114,821 1,885,397 SH   SOLE   1,879,191 0 6,206
CONSTELLATION BRANDS INC CL A 21036P108 4,640 19,839 SH   SOLE   19,761 0 78
CRANE CO COM 224399105 3,721 40,286 SH   SOLE   40,286 0 0
CVS HEALTH CORP COM 126650100 38,474 461,095 SH   SOLE   457,814 0 3,281
DANA INC COM 235825205 21,183 891,534 SH   SOLE   891,534 0 0
DARDEN RESTAURANTS INC COM 237194105 44,171 302,562 SH   SOLE   300,752 0 1,810
DAVE & BUSTERS ENTMT INC COM 238337109 24,622 606,458 SH   SOLE   606,458 0 0
DECKERS OUTDOOR CORP COM 243537107 29,915 77,890 SH   SOLE   77,890 0 0
DEERE & CO COM 244199105 510 1,445 SH   SOLE   1,445 0 0
DELUXE CORP COM 248019101 33,250 696,045 SH   SOLE   696,045 0 0
DENTSPLY SIRONA INC COM 24906P109 723 11,427 SH   SOLE   11,427 0 0
DIAMONDBACK ENERGY INC COM 25278X109 19,648 209,263 SH   SOLE   209,263 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 24,867 2,563,641 SH   SOLE   2,563,641 0 0
DISNEY WALT CO COM 254687106 152,249 866,187 SH   SOLE   863,501 0 2,686
DUKE ENERGY CORP NEW COM NEW 26441C204 85,219 863,247 SH   SOLE   859,836 0 3,411
ELASTIC N V ORD SHS N14506104 16,741 114,850 SH   SOLE   114,850 0 0
EMERSON ELEC CO COM 291011104 38,831 403,475 SH   SOLE   400,755 0 2,720
ENERSYS COM 29275Y102 7,498 76,723 SH   SOLE   76,723 0 0
ENPRO INDS INC COM 29355X107 20,753 213,618 SH   SOLE   213,618 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 12,989 279,998 SH   SOLE   279,998 0 0
EOG RES INC COM 26875P101 37,051 444,036 SH   SOLE   440,669 0 3,367
EQUITY LIFESTYLE PPTYS INC COM 29472R108 22,083 297,172 SH   SOLE   294,880 0 2,292
EVERBRIDGE INC COM 29978A104 16,717 122,847 SH   SOLE   122,847 0 0
EVEREST RE GROUP LTD COM G3223R108 12,952 51,396 SH   SOLE   51,396 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 31,944 945,634 SH   SOLE   945,634 0 0
EXACT SCIENCES CORP COM 30063P105 12,291 98,873 SH   SOLE   98,873 0 0
FACEBOOK INC CL A 30303M102 14,922 42,916 SH   SOLE   42,741 0 175
FIBROGEN INC COM 31572Q808 5,028 188,818 SH   SOLE   188,818 0 0
FIRST BANCORP N C COM 318910106 1,437 35,135 SH   SOLE   35,135 0 0
FIRST HORIZON CORPORATION COM 320517105 20,516 1,187,292 SH   SOLE   1,187,292 0 0
FIRST INDL RLTY TR INC COM 32054K103 24,169 462,743 SH   SOLE   462,743 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 431 10,312 SH   SOLE   10,312 0 0
FOX CORP CL A COM 35137L105 3,338 89,885 SH   SOLE   89,509 0 376
FRONTDOOR INC COM 35905A109 14,629 293,635 SH   SOLE   293,635 0 0
GENERAC HLDGS INC COM 368736104 23,510 56,629 SH   SOLE   56,629 0 0
GENERAL MTRS CO COM 37045V100 110,867 1,873,711 SH   SOLE   1,867,885 0 5,826
GLOBAL PMTS INC COM 37940X102 116,323 620,257 SH   SOLE   618,563 0 1,694
GRAFTECH INTL LTD COM 384313508 26,703 2,298,031 SH   SOLE   2,298,031 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,213 66,880 SH   SOLE   66,880 0 0
GUESS INC COM 401617105 21,736 823,351 SH   SOLE   823,351 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 34,552 777,500 SH   SOLE   777,500 0 0
HANOVER INS GROUP INC COM 410867105 12,261 90,397 SH   SOLE   90,397 0 0
HARSCO CORP COM 415864107 17,028 833,891 SH   SOLE   833,891 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 93,047 1,501,487 SH   SOLE   1,496,755 0 4,732
HCA HEALTHCARE INC COM 40412C101 4,497 21,756 SH   SOLE   21,661 0 95
HERC HLDGS INC COM 42704L104 13,199 117,779 SH   SOLE   117,779 0 0
HERON THERAPEUTICS INC COM 427746102 17,286 1,113,793 SH   SOLE   1,113,793 0 0
HIGHWOODS PPTYS INC COM 431284108 2,261 50,060 SH   SOLE   50,060 0 0
HILLENBRAND INC COM 431571108 23,495 533,005 SH   SOLE   533,005 0 0
HILL-ROM HLDGS INC COM 431475102 27,745 244,258 SH   SOLE   242,406 0 1,852
HILTON GRAND VACATIONS INC COM 43283X105 19,336 467,157 SH   SOLE   467,157 0 0
HOLLYFRONTIER CORP COM 436106108 6,870 208,806 SH   SOLE   208,806 0 0
HOME BANCSHARES INC COM 436893200 10,584 428,839 SH   SOLE   428,839 0 0
HONEYWELL INTL INC COM 438516106 46,832 213,503 SH   SOLE   212,017 0 1,486
HORIZON BANCORP INC COM 440407104 1,742 99,932 SH   SOLE   99,932 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 26,852 286,763 SH   SOLE   286,763 0 0
HOST HOTELS & RESORTS INC COM 44107P104 14,161 828,637 SH   SOLE   828,637 0 0
HOSTESS BRANDS INC CL A 44109J106 2,187 135,069 SH   SOLE   135,069 0 0
HUNTSMAN CORP COM 447011107 26,299 991,670 SH   SOLE   984,837 0 6,833
II-VI INC COM 902104108 23,758 327,292 SH   SOLE   327,292 0 0
INFRA AND ENERGY ALTRNTIVE I COM 45686J104 8,996 699,552 SH   SOLE   699,552 0 0
INTEL CORP COM 458140100 21,108 375,987 SH   SOLE   373,335 0 2,652
INTERCONTINENTAL EXCHANGE IN COM 45866F104 36,796 309,992 SH   SOLE   307,805 0 2,187
IOVANCE BIOTHERAPEUTICS INC COM 462260100 15,449 593,754 SH   SOLE   593,754 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 221 1,393 SH   SOLE   1,393 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 216 1,306 SH   SOLE   1,306 0 0
J2 GLOBAL INC COM 48123V102 28,360 206,182 SH   SOLE   206,182 0 0
JACOBS ENGR GROUP INC COM 469814107 15,315 114,786 SH   SOLE   114,786 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 21,055 118,525 SH   SOLE   118,525 0 0
JOHNSON & JOHNSON COM 478160104 61,823 375,276 SH   SOLE   372,470 0 2,806
JOHNSON CTLS INTL PLC SHS G51502105 6,281 91,526 SH   SOLE   91,227 0 299
JPMORGAN CHASE & CO COM 46625H100 214,898 1,381,623 SH   SOLE   1,376,364 0 5,259
KAISER ALUMINUM CORP COM PAR $0.01 483007704 26,577 215,212 SH   SOLE   215,212 0 0
KB HOME COM 48666K109 21,866 536,974 SH   SOLE   536,974 0 0
KIMBERLY-CLARK CORP COM 494368103 633 4,728 SH   SOLE   4,728 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 5,173 113,800 SH   SOLE   113,444 0 356
KOHLS CORP COM 500255104 27,674 502,153 SH   SOLE   502,153 0 0
KRAFT HEINZ CO COM 500754106 4,418 108,341 SH   SOLE   107,927 0 414
L3HARRIS TECHNOLOGIES INC COM 502431109 5,255 24,310 SH   SOLE   24,247 0 63
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,021 3,701 SH   SOLE   3,701 0 0
LAM RESEARCH CORP COM 512807108 5,702 8,763 SH   SOLE   8,727 0 36
LAMAR ADVERTISING CO NEW CL A 512816109 14,592 139,740 SH   SOLE   139,740 0 0
LILLY ELI & CO COM 532457108 89,840 391,424 SH   SOLE   390,239 0 1,185
LINDE PLC SHS G5494J103 6,348 21,958 SH   SOLE   21,867 0 91
LITHIA MTRS INC COM 536797103 27,283 79,393 SH   SOLE   79,393 0 0
LIVANOVA PLC SHS G5509L101 9,300 110,567 SH   SOLE   110,567 0 0
LOCKHEED MARTIN CORP COM 539830109 22,936 60,620 SH   SOLE   60,147 0 473
LOWES COS INC COM 548661107 93,816 483,664 SH   SOLE   482,227 0 1,437
MADDEN STEVEN LTD COM 556269108 20,762 474,446 SH   SOLE   474,446 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 18,231 1,166,414 SH   SOLE   1,166,414 0 0
MARRIOTT INTL INC NEW CL A 571903202 4,714 34,529 SH   SOLE   34,389 0 140
MARTIN MARIETTA MATLS INC COM 573284106 93,174 264,843 SH   SOLE   263,996 0 847
MARVELL TECHNOLOGY INC COM 573874104 11,360 194,754 SH   SOLE   194,754 0 0
MASONITE INTL CORP COM 575385109 10,336 92,460 SH   SOLE   92,460 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,061 22,078 SH   SOLE   21,987 0 91
MEDPACE HLDGS INC COM 58506Q109 9,519 53,891 SH   SOLE   53,891 0 0
MEDTRONIC PLC SHS G5960L103 140,255 1,129,903 SH   SOLE   1,125,761 0 4,142
MERCK & CO INC COM 58933Y105 29,154 374,869 SH   SOLE   372,081 0 2,788
MERIT MED SYS INC COM 589889104 10,860 167,959 SH   SOLE   167,959 0 0
MICRON TECHNOLOGY INC COM 595112103 91,169 1,072,828 SH   SOLE   1,069,407 0 3,421
MICROSOFT CORP COM 594918104 109,238 403,238 SH   SOLE   402,005 0 1,233
MID-AMER APT CMNTYS INC COM 59522J103 16,670 98,976 SH   SOLE   98,976 0 0
MKS INSTRS INC COM 55306N104 12,230 68,727 SH   SOLE   68,727 0 0
MONDELEZ INTL INC CL A 609207105 62,932 1,007,887 SH   SOLE   1,004,322 0 3,565
MYR GROUP INC DEL COM 55405W104 10,283 113,094 SH   SOLE   113,094 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,604 31,724 SH   SOLE   31,724 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 9,314 95,704 SH   SOLE   95,704 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 9,383 170,669 SH   SOLE   170,669 0 0
NEXTERA ENERGY INC COM 65339F101 45,055 614,836 SH   SOLE   610,718 0 4,118
NORTHROP GRUMMAN CORP COM 666807102 79,835 219,671 SH   SOLE   218,928 0 743
NOVAVAX INC COM NEW 670002401 16,453 77,495 SH   SOLE   77,495 0 0
NUVASIVE INC COM 670704105 18,438 272,029 SH   SOLE   272,029 0 0
NVIDIA CORPORATION COM 67066G104 9,381 11,724 SH   SOLE   11,675 0 49
NXP SEMICONDUCTORS N V COM N6596X109 4,847 23,560 SH   SOLE   23,460 0 100
OLD SECOND BANCORP INC ILL COM 680277100 1,249 100,722 SH   SOLE   100,722 0 0
ON SEMICONDUCTOR CORP COM 682189105 36,818 961,815 SH   SOLE   954,520 0 7,295
ORIGIN BANCORP INC COM 68621T102 6,540 154,020 SH   SOLE   154,020 0 0
OWENS CORNING NEW COM 690742101 28,230 288,355 SH   SOLE   286,096 0 2,259
PARKER-HANNIFIN CORP COM 701094104 122,874 400,098 SH   SOLE   398,812 0 1,286
PAYPAL HLDGS INC COM 70450Y103 9,141 31,363 SH   SOLE   31,237 0 126
PENN NATL GAMING INC COM 707569109 14,537 190,051 SH   SOLE   189,888 0 163
PEPSICO INC COM 713448108 92,415 623,708 SH   SOLE   621,894 0 1,814
PERFORMANCE FOOD GROUP CO COM 71377A103 25,530 526,501 SH   SOLE   526,501 0 0
PETIQ INC COM CL A 71639T106 9,435 244,428 SH   SOLE   244,428 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 5,801 171,376 SH   SOLE   171,376 0 0
PHILLIPS 66 COM 718546104 21,733 253,236 SH   SOLE   251,390 0 1,846
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 3,292 178,209 SH   SOLE   178,209 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 41,025 464,663 SH   SOLE   464,663 0 0
PIONEER NAT RES CO COM 723787107 9,289 57,153 SH   SOLE   57,153 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 23,201 503,490 SH   SOLE   503,490 0 0
PROCTER AND GAMBLE CO COM 742718109 28,276 209,560 SH   SOLE   208,149 0 1,411
PROG HOLDINGS INC COM NPV 74319R101 2,973 61,777 SH   SOLE   61,777 0 0
PROGYNY INC COM 74340E103 19,231 325,944 SH   SOLE   325,944 0 0
PROLOGIS INC. COM 74340W103 100,741 842,814 SH   SOLE   839,860 0 2,954
PROTAGONIST THERAPEUTICS INC COM 74366E102 17,424 388,228 SH   SOLE   388,228 0 0
PRUDENTIAL FINL INC COM 744320102 43,825 427,690 SH   SOLE   424,371 0 3,319
QCR HOLDINGS INC COM 74727A104 2,055 42,735 SH   SOLE   42,735 0 0
QTS RLTY TR INC COM CL A 74736A103 320 4,143 SH   SOLE   4,143 0 0
QUANTA SVCS INC COM 74762E102 116,565 1,287,005 SH   SOLE   1,283,571 0 3,434
RADIAN GROUP INC COM 750236101 28,120 1,263,841 SH   SOLE   1,263,841 0 0
REVANCE THERAPEUTICS INC COM 761330109 10,227 345,031 SH   SOLE   345,031 0 0
REVOLVE GROUP INC CL A 76156B107 27,039 392,433 SH   SOLE   392,433 0 0
REXNORD CORP COM 76169B102 25,113 501,849 SH   SOLE   501,849 0 0
RH COM 74967X103 16,509 24,314 SH   SOLE   24,314 0 0
SAIA INC COM 78709Y105 10,446 49,864 SH   SOLE   49,864 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 18,498 362,210 SH   SOLE   362,210 0 0
SANDY SPRING BANCORP INC COM 800363103 12,475 282,677 SH   SOLE   282,677 0 0
SCHLUMBERGER LTD COM STK 806857108 81,720 2,552,936 SH   SOLE   2,543,047 0 9,889
SCHWAB CHARLES CORP COM 808513105 132,330 1,817,458 SH   SOLE   1,812,598 0 4,860
SEACOAST BKG CORP FLA COM NEW 811707801 11,057 323,773 SH   SOLE   323,773 0 0
SEASPINE HLDGS CORP COM 81255T108 1,312 63,945 SH   SOLE   63,945 0 0
SEAWORLD ENTMT INC COM 81282V100 18,429 369,023 SH   SOLE   369,023 0 0
SELECTIVE INS GROUP INC COM 816300107 1,327 16,358 SH   SOLE   16,358 0 0
SERVICE CORP INTL COM 817565104 2,363 44,102 SH   SOLE   44,102 0 0
SILICON LABORATORIES INC COM 826919102 22,173 144,683 SH   SOLE   144,683 0 0
SKYWEST INC COM 830879102 21,284 494,181 SH   SOLE   494,181 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 5,545 638,869 SH   SOLE   638,869 0 0
SOUTHWEST AIRLS CO COM 844741108 64,807 1,220,705 SH   SOLE   1,216,638 0 4,067
SPROUT SOCIAL INC COM CL A 85209W109 24,140 269,963 SH   SOLE   269,963 0 0
SPX CORP COM 784635104 10,027 164,167 SH   SOLE   164,167 0 0
STATE STR CORP COM 857477103 110,728 1,345,750 SH   SOLE   1,341,525 0 4,225
STERIS PLC SHS USD G8473T100 2,347 11,379 SH   SOLE   11,379 0 0
STIFEL FINL CORP COM 860630102 24,155 372,423 SH   SOLE   372,423 0 0
STRYKER CORPORATION COM 863667101 1,951 7,510 SH   SOLE   7,510 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 14,897 395,577 SH   SOLE   395,577 0 0
SYNAPTICS INC COM 87157D109 2,176 13,988 SH   SOLE   13,988 0 0
SYNEOS HEALTH INC CL A 87166B102 22,016 246,020 SH   SOLE   246,020 0 0
SYNOPSYS INC COM 871607107 5,030 18,238 SH   SOLE   18,167 0 71
TARGET CORP COM 87612E106 130,134 538,321 SH   SOLE   536,305 0 2,016
TCR2 THERAPEUTICS INC COM 87808K106 11,327 690,274 SH   SOLE   690,274 0 0
TELEFLEX INCORPORATED COM 879369106 7,312 18,198 SH   SOLE   18,198 0 0
TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 3,811 112,864 SH   SOLE   112,864 0 0
TEXTRON INC COM 883203101 85,324 1,240,727 SH   SOLE   1,236,817 0 3,910
THERMO FISHER SCIENTIFIC INC COM 883556102 138,514 274,573 SH   SOLE   273,675 0 898
TIMKEN CO COM 887389104 23,776 295,020 SH   SOLE   295,020 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 95,138 516,660 SH   SOLE   515,351 0 1,309
TRAVELERS COMPANIES INC COM 89417E109 22,309 149,018 SH   SOLE   147,935 0 1,083
TRUIST FINL CORP COM 89832Q109 43,947 791,824 SH   SOLE   785,967 0 5,857
TYSON FOODS INC CL A 902494103 81,006 1,098,241 SH   SOLE   1,094,875 0 3,366
UFP INDUSTRIES INC COM 90278Q108 2,904 39,058 SH   SOLE   39,058 0 0
UFP TECHNOLOGIES INC COM 902673102 1,446 25,184 SH   SOLE   25,184 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 12,390 230,633 SH   SOLE   230,633 0 0
UMPQUA HLDGS CORP COM 904214103 992 53,743 SH   SOLE   53,743 0 0
UNIFIRST CORP MASS COM 904708104 15,085 64,292 SH   SOLE   64,292 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 30,480 952,192 SH   SOLE   952,192 0 0
UNITEDHEALTH GROUP INC COM 91324P102 174,048 434,641 SH   SOLE   433,186 0 1,455
VERITEX HLDGS INC COM 923451108 13,104 370,076 SH   SOLE   370,076 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 52,755 941,561 SH   SOLE   934,473 0 7,088
VERTEX PHARMACEUTICALS INC COM 92532F100 3,163 15,686 SH   SOLE   15,633 0 53
VIAVI SOLUTIONS INC COM 925550105 22,916 1,297,602 SH   SOLE   1,297,602 0 0
VISA INC COM CL A 92826C839 219 937 SH   SOLE   937 0 0
VONAGE HLDGS CORP COM 92886T201 23,541 1,633,674 SH   SOLE   1,633,674 0 0
WELLS FARGO CO NEW COM 949746101 120,055 2,650,800 SH   SOLE   2,641,667 0 9,133
WESTERN ALLIANCE BANCORP COM 957638109 22,574 243,118 SH   SOLE   243,118 0 0
WESTROCK CO COM 96145D105 21,765 408,970 SH   SOLE   405,804 0 3,166
WINTRUST FINL CORP COM 97650W108 16,476 217,846 SH   SOLE   217,846 0 0
WSFS FINL CORP COM 929328102 2,284 49,027 SH   SOLE   49,027 0 0
WW INTL INC COM 98262P101 10,188 281,917 SH   SOLE   281,917 0 0
XCEL ENERGY INC COM 98389B100 89,116 1,352,700 SH   SOLE   1,348,612 0 4,088
ZOETIS INC CL A 98978V103 803 4,307 SH   SOLE   4,307 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 9,576 183,546 SH   SOLE   183,546 0 0