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
ABB LTD-ADR ADR 000375204 323 13,822 SH   SOLE   13,822 0 0
ACTIVISION BLIZZ COM 00507V109 42,012 842,601 SH   SOLE   273,304 311,633 257,664
ADV ENERGY INDS COM 007973100 132,249 1,928,958 SH   SOLE   539,698 125,015 1,264,245
ADV SEMI ENG-ADR ADR 00756M404 56,080 8,654,330 SH   SOLE   8,021,825 102,207 530,298
AFLAC INC COM 001055102 10,522 145,285 SH   SOLE   19,406 5,883 119,996
AGILENT TECH INC COM 00846U101 21,383 404,437 SH   SOLE   135,760 137,308 131,369
AKAMAI TECHNOLOG COM 00971T101 42,950 719,426 SH   SOLE   260,637 202,329 256,460
ALBANY INTERNATIONAL CORP. CL A COM 012348108 52,099 1,131,352 SH   SOLE   275,674 71,521 784,157
ALEXANDRIA REAL REIT 015271109 23,983 217,003 SH   SOLE   70,897 22,860 123,246
ALLEGHENY TECH COM 01741R102 39,773 2,214,550 SH   SOLE   764,739 413,140 1,036,671
ALTRA INDUSTRIAL COM 02208R106 60,256 1,547,014 SH   SOLE   365,389 108,773 1,072,852
AMBEV SA-ADR ADR 02319V103 264 45,846 SH   SOLE   7,834 38,012 0
AMER EQUITY INVT COM 025676206 62,403 2,640,857 SH   SOLE   804,875 177,045 1,658,937
AMERICAN TOWER C REIT 03027X100 69,246 569,736 SH   SOLE   146,785 152,883 270,068
AMERISOURCEBERGE COM 03073E105 21,787 246,185 SH   SOLE   81,619 83,997 80,569
ANSYS INC COM 03662Q105 31,047 290,508 SH   SOLE   133,309 94,439 62,760
ANTERO RESOURCES COM 03674X106 3,329 145,930 SH   SOLE   85,459 56,688 3,783
ANTHEM INC COM 036752103 20,629 124,736 SH   SOLE   11,174 4,655 108,907
APACHE CORP COM 037411105 10,357 201,530 SH   SOLE   23,267 28,632 149,631
APPLE INC COM 037833100 371 2,585 SH   SOLE   0 0 2,585
ARRIS INTERNATIO COM G0551A103 17,037 644,126 SH   SOLE   245,916 73,816 324,394
ASTORIA FINL COM 046265104 54,131 2,639,265 SH   SOLE   791,666 301,709 1,545,890
AUTODESK INC COM 052769106 60,396 698,457 SH   SOLE   268,844 163,647 265,966
AUTOMATIC DATA COM 053015103 15,931 155,594 SH   SOLE   19,104 6,319 130,171
BANCO BILBAO-ADR ADR 05946K101 328 43,087 SH   SOLE   23,708 19,379 0
BANCO BRADESCO-ADR ADR 059460303 149,930 14,641,557 SH   SOLE   10,508,232 33,653 4,099,672
BANCOLOMBIA-ADR ADR 05968L102 115,373 2,893,735 SH   SOLE   2,076,771 15,417 801,547
BANK OF AMERICA COM 060505104 6,714 284,607 SH   SOLE   74,907 25,285 184,415
BARCLAYS PLC-ADR ADR 06738E204 280 24,910 SH   SOLE   11,963 12,947 0
BECTON DICKINSON COM 075887109 12,401 67,603 SH   SOLE   9,738 4,019 53,846
BHP BILLITON-ADR ADR 088606108 62,305 1,715,449 SH   SOLE   1,247,360 7,896 460,193
BIG LOTS INC COM 089302103 9,322 191,491 SH   SOLE   122,912 41,230 27,349
BIO-RAD LABS-A COM 090572207 24,638 123,596 SH   SOLE   55,356 38,772 29,468
BLACK KNIGHT F-A COM 09214X100 28,934 755,444 SH   SOLE   287,136 279,482 188,826
BLOOMIN' BRANDS COM 094235108 77,168 3,911,225 SH   SOLE   1,209,647 287,481 2,414,097
BOEING CO/THE COM 097023105 26,681 150,859 SH   SOLE   11,115 4,495 135,249
BORGWARNER INC COM 099724106 49,966 1,195,642 SH   SOLE   430,335 254,306 511,001
BOSTON PROPERTIE REIT 101121101 26,740 201,949 SH   SOLE   66,092 63,675 72,182
CABOT CORP COM 127055101 63,036 1,052,171 SH   SOLE   339,418 146,534 566,219
CABOT MICROELEC COM 12709P103 96,173 1,255,359 SH   SOLE   383,723 89,805 781,831
CANTEL MEDICAL COM 138098108 60,225 751,876 SH   SOLE   185,303 53,679 512,894
CARNIVAL CORP COM 143658300 189,899 3,223,541 SH   SOLE   2,373,436 6,974 843,131
CATALENT INC COM 148806102 69,341 2,448,488 SH   SOLE   524,335 161,877 1,762,276
CBRE GROUP INC-A COM 12504L109 65,092 1,870,998 SH   SOLE   670,556 425,852 774,590
CDK GLOBAL INC COM 12508E101 1,414 21,750 SH   SOLE   2,509 688 18,553
CENTENE CORP COM 15135B101 120,847 1,695,862 SH   SOLE   600,409 175,987 919,466
CF INDUSTRIES HO COM 125269100 4,409 150,212 SH   SOLE   26,673 33,962 89,577
CHARLES RIVER LA COM 159864107 19,971 222,024 SH   SOLE   77,933 14,996 129,095
CHINA MOBILE-ADR ADR 16941M109 671 12,155 SH   SOLE   5,349 6,806 0
CHUBB LTD COM H1467J104 5,095 37,391 SH   SOLE   4,089 823 32,479
CIMAREX ENERGY C COM 171798101 20,938 175,231 SH   SOLE   48,654 45,661 80,916
CNOOC LTD-ADR ADR 126132109 806 6,731 SH   SOLE   2,231 4,500 0
COHERENT INC COM 192479103 127,744 621,203 SH   SOLE   147,362 50,616 423,225
COMCAST CORP-A COM 20030N101 9,718 258,528 SH   SOLE   29,450 7,570 221,508
CONDUENT INC COM 206787103 1,050 62,593 SH   SOLE   5,909 0 56,684
CONTL RES INC/OK COM 212015101 30,605 673,829 SH   SOLE   175,278 197,907 300,644
CORE LABS NV COM N22717107 213,011 1,843,931 SH   SOLE   1,174,424 31,505 638,002
CORNING INC COM 219350105 6,661 246,688 SH   SOLE   55,675 16,637 174,376
CR BARD INC COM 067383109 37,921 152,576 SH   SOLE   51,273 50,000 51,303
CREDIT SUISS-ADR ADR 225401108 88,328 5,952,039 SH   SOLE   4,241,944 39,026 1,671,069
CSX CORP COM 126408103 40,020 859,726 SH   SOLE   319,613 327,967 212,146
CUMMINS INC COM 231021106 61,250 405,093 SH   SOLE   132,991 82,352 189,750
DARDEN RESTAURAN COM 237194105 56,521 675,517 SH   SOLE   227,960 143,223 304,334
DEERE & CO COM 244199105 11,550 106,096 SH   SOLE   0 0 106,096
DENTSPLY SIRONA COM 24906P109 26,686 427,386 SH   SOLE   151,355 139,835 136,196
DEVON ENERGY CO COM 25179M103 5,525 132,423 SH   SOLE   13,805 1,917 116,701
DIAGEO PLC-ADR ADR 25243Q205 449 3,881 SH   SOLE   662 3,219 0
DOVER CORP COM 260003108 20,347 253,227 SH   SOLE   84,082 85,326 83,819
DR HORTON INC COM 23331A109 62,354 1,871,935 SH   SOLE   686,052 468,121 717,762
DUKE ENERGY CORP COM 26441C204 3,647 44,469 SH   SOLE   11,289 3,958 29,222
EASTMAN CHEMICAL COM 277432100 40,814 505,121 SH   SOLE   206,530 150,294 148,297
EATON VANCE CORP COM 278265103 80,666 1,794,171 SH   SOLE   562,487 291,829 939,855
ECHOSTAR CORP-A COM 278768106 21,621 379,645 SH   SOLE   141,353 128,132 110,160
ELBIT SYSTEMS COM M3760D101 643 5,627 SH   SOLE   5,627 0 0
EMBRAER SA-ADR ADR 29082A107 1,439 65,187 SH   SOLE   42,843 22,344 0
ENBRIDGE INC COM 29250N105 6,069 145,059 SH   SOLE   21,153 6,446 117,460
ENERSYS COM 29275Y102 94,229 1,193,684 SH   SOLE   293,802 83,207 816,675
ENTEGRIS INC COM 29362U104 137,048 5,856,749 SH   SOLE   1,601,908 398,473 3,856,368
EOG RESOURCES COM 26875P101 5,044 51,710 SH   SOLE   4,856 0 46,854
ERICSSON LM-ADR ADR 294821608 4,106 618,315 SH   SOLE   584,074 27,691 6,550
EVERBANK FINANCI COM 29977G102 46,708 2,397,756 SH   SOLE   545,406 157,697 1,694,653
EVEREST RE GROUP COM G3223R108 156,184 667,996 SH   SOLE   468,981 4,299 194,716
EXELON CORP COM 30161N101 2,304 64,025 SH   SOLE   8,830 0 55,195
EXPRESS SCRIPTS COM 30219G108 277 4,202 SH   SOLE   0 0 4,202
EXXON MOBIL CORP COM 30231G102 2,209 26,941 SH   SOLE   12,666 4,769 9,506
FACTSET RESEARCH COM 303075105 13,616 82,569 SH   SOLE   9,988 14,225 58,356
FIRST POTOMAC RE REIT 33610F109 25,144 2,445,947 SH   SOLE   708,047 285,642 1,452,258
FIRSTCASH INC COM 33767D105 70,304 1,430,387 SH   SOLE   500,249 139,736 790,402
FLEXTRONICS INTL COM Y2573F102 39,699 2,363,012 SH   SOLE   566,789 180,827 1,615,396
FLIR SYSTEMS COM 302445101 73,951 2,038,338 SH   SOLE   518,411 130,775 1,389,152
FRANKLIN ELEC CO COM 353514102 89,369 2,075,945 SH   SOLE   493,174 139,725 1,443,046
GATX CORP COM 361448103 106,464 1,746,451 SH   SOLE   436,400 240,949 1,069,102
GENERAL DYNAMICS COM 369550108 35,620 190,280 SH   SOLE   52,298 48,539 89,443
GLOBAL PAYMENTS COM 37940X102 176,171 2,183,575 SH   SOLE   645,413 326,111 1,212,051
GOLDMAN SACHS GP COM 38141G104 21,247 92,490 SH   SOLE   9,980 2,690 79,820
GULFPORT ENERGY COM 402635304 30,439 1,770,760 SH   SOLE   457,048 130,202 1,183,510
HARRIS CORP COM 413875105 231 2,080 SH   SOLE   0 0 2,080
HDFC BANK-ADR ADR 40415F101 159,791 2,124,311 SH   SOLE   1,404,405 0 719,906
HESS CORP COM 42809H107 1,961 40,676 SH   SOLE   4,741 22,797 13,138
HEXCEL CORP COM 428291108 150,639 2,761,487 SH   SOLE   730,474 220,931 1,810,082
HOLOGIC INC COM 436440101 8,734 205,260 SH   SOLE   123,831 77,072 4,357
HONDA MOTOR-ADR ADR 438128308 3,166 104,629 SH   SOLE   89,199 15,430 0
HORACE MANN EDUC COM 440327104 59,489 1,449,180 SH   SOLE   396,789 141,482 910,909
HSBC HOLDING-ADR ADR 404280406 569 13,949 SH   SOLE   5,031 8,918 0
HUMANA INC COM 444859102 28,427 137,901 SH   SOLE   8,575 10,039 119,287
HUNTINGTON INGAL COM 446413106 33,480 167,198 SH   SOLE   96,027 38,459 32,712
IBM COM 459200101 10,822 62,148 SH   SOLE   7,324 2,387 52,437
ICICI BANK-ADR ADR 45104G104 162,996 18,952,981 SH   SOLE   13,438,856 53,044 5,461,081
ICON PLC COM G4705A100 253,892 3,184,791 SH   SOLE   2,304,254 15,630 864,907
INFOSYS LTD-ADR ADR 456788108 235 14,852 SH   SOLE   14,148 0 704
INTEL CORP COM 458140100 8,080 224,005 SH   SOLE   44,828 14,466 164,711
INTERCONTIN-ADR ADR 45857P707 423 8,651 SH   SOLE   8,651 0 0
INTERCONTINENTAL COM 45866F104 53,298 890,235 SH   SOLE   290,537 293,455 306,243
INTUIT INC COM 461202103 82,872 714,472 SH   SOLE   252,497 180,127 281,848
ISHARES MSCI BRA ETF 464286400 884 23,605 SH   SOLE   23,605 0 0
ISHARES MSCI EME ETF 464287234 494 12,550 SH   SOLE   5,761 0 6,789
ISHARES MSCI SOU ETF 464286772 4,545 73,454 SH   SOLE   73,454 0 0
ISHARES-MSCI EAF ETF 464287465 17,607 282,654 SH   SOLE   8,941 0 273,713
ISHARES-RS 2K VL ETF 464287630 515 4,360 SH   SOLE   4,360 0 0
ITAU UNIBANC-ADR ADR 465562106 46,029 3,813,536 SH   SOLE   2,240,948 27,726 1,544,862
JABIL CIRCUIT COM 466313103 21,088 729,182 SH   SOLE   375,464 98,936 254,782
JEFFERIES GROUP CB 472319AG7 111 110,000 PRN   SOLE   0 0 110,000
JOHNSON CONTROLS COM G51502105 4,283 101,684 SH   SOLE   11,929 3,378 86,377
JOY GLOBAL INC COM 481165108 809 28,632 SH   SOLE   0 28,632 0
JPMORGAN CHASE COM 46625H100 19,626 223,430 SH   SOLE   29,965 9,135 184,330
KEYCORP COM 493267108 45,096 2,536,317 SH   SOLE   1,122,109 726,527 687,681
KEYSIGHT TEC COM 49338L103 14,695 406,613 SH   SOLE   176,355 179,527 50,731
KIMBERLY-CLARK COM 494368103 13,155 99,936 SH   SOLE   13,050 3,426 83,460
KROGER CO COM 501044101 345 11,685 SH   SOLE   5,160 6,053 472
KT CORP-ADR ADR 48268K101 436 25,903 SH   SOLE   25,903 0 0
KYOCERA CORP-ADR ADR 501556203 206 3,665 SH   SOLE   3,665 0 0
LABORATORY CP COM 50540R409 22,918 159,739 SH   SOLE   48,500 59,059 52,180
LITTELFUSE INC COM 537008104 92,773 580,155 SH   SOLE   141,892 41,209 397,054
LLOYDS BANKING G ADR 539439109 349 102,589 SH   SOLE   44,141 58,448 0
LUXOTTICA GR-ADR ADR 55068R202 6,435 116,902 SH   SOLE   102,297 14,605 0
MAGNA INTL COM 559222401 94,470 2,195,305 SH   SOLE   1,696,471 8,420 490,414
MANTECH INTL-A COM 564563104 47,791 1,380,057 SH   SOLE   300,165 88,889 991,003
MARKET VECTORS O ETF 92189F718 4,745 154,000 SH   SOLE   0 0 154,000
MASCO CORP COM 574599106 41,962 1,234,536 SH   SOLE   512,478 327,839 394,219
MATTEL INC COM 577081102 7,043 275,000 SH   SOLE   139,234 54,631 81,135
MCKESSON CORP COM 58155Q103 345 2,328 SH   SOLE   1,030 1,184 114
MEDICAL PROPERTI REIT 58463J304 41,514 3,220,638 SH   SOLE   1,128,253 385,385 1,707,000
MEDNAX INC COM 58502B106 102,526 1,477,742 SH   SOLE   392,957 182,541 902,244
MERITAGE HOMES C COM 59001A102 51,014 1,386,256 SH   SOLE   364,590 80,068 941,598
MICROSOFT CORP COM 594918104 239 3,628 SH   SOLE   0 0 3,628
MOLINA HEALTHCARE INC. COM 60855R100 54,339 1,191,653 SH   SOLE   262,805 75,328 853,520
MONOLITHIC POWER COM 609839105 89,572 972,550 SH   SOLE   321,605 119,585 531,360
MOOG INC-CLASS A COM 615394202 64,290 954,572 SH   SOLE   286,095 85,153 583,324
MORGAN STANLEY COM 617446448 23,427 546,849 SH   SOLE   58,108 15,981 472,760
MUELLER WATER-A COM 624758108 81,380 6,884,954 SH   SOLE   1,971,154 443,700 4,470,100
MURPHY OIL CORP COM 626717102 1,633 57,123 SH   SOLE   6,697 32,003 18,423
NEWFIELD EXPLORA COM 651290108 32,656 884,749 SH   SOLE   394,356 258,585 231,808
NEWPARK RESOURCE COM 651718504 2,472 305,161 SH   SOLE   259,259 39,924 5,978
NICE LTD -SP ADR ADR 653656108 5,811 85,475 SH   SOLE   77,088 8,387 0
NORFOLK SOUTHERN COM 655844108 19,988 178,515 SH   SOLE   17,527 3,788 157,200
NORTHERN TRUST COM 665859104 9,147 105,645 SH   SOLE   11,400 13,775 80,470
NOVARTIS AG-ADR ADR 66987V109 153,913 2,072,349 SH   SOLE   1,534,886 6,661 530,802
NTT DOCOMO-ADR ADR 62942M201 281 12,023 SH   SOLE   12,023 0 0
OCCIDENTAL PETE COM 674599105 4,171 65,835 SH   SOLE   7,441 1,887 56,507
ON SEMICONDUCTOR COM 682189105 13,440 867,642 SH   SOLE   398,955 383,941 84,746
ONEOK INC COM 682680103 23,800 429,301 SH   SOLE   93,590 40,752 294,959
OSI SYSTEMS INC COM 671044105 69,458 951,611 SH   SOLE   222,930 67,382 661,299
PACKAGING CORP COM 695156109 20,962 228,796 SH   SOLE   76,792 78,158 73,846
PAREXEL INTL COM 699462107 3,268 51,788 SH   SOLE   40,664 10,338 786
PDC ENERGY INC COM 69327R101 44,154 708,156 SH   SOLE   169,457 49,989 488,710
PERRIGO CO PLC COM G97822103 6,288 94,706 SH   SOLE   6,230 2,066 86,410
PETROLEO BRASILEIRO S.A.-ADR ADR 71654V408 11,007 1,135,882 SH   SOLE   673,552 0 462,330
PORT LEASING LLC AGCY 736879AA5 1,305 1,337,706 PRN   SOLE   0 0 0
POSCO-ADR ADR 693483109 1,421 22,036 SH   SOLE   17,767 4,269 0
PROGRESSIVE CORP COM 743315103 31,671 808,339 SH   SOLE   215,551 228,559 364,229
PRUDENTIAL-ADR ADR 74435K204 1,370 32,343 SH   SOLE   14,277 18,066 0
RANGE RESOURCES COM 75281A109 6,768 232,575 SH   SOLE   151,694 15,091 65,790
RAYMOND JAMES COM 754730109 165,169 2,165,864 SH   SOLE   622,995 270,941 1,271,928
REINSURANCE GROU COM 759351604 135,546 1,067,456 SH   SOLE   314,980 147,945 604,531
RENAISSANCERE COM G7496G103 45,828 316,823 SH   SOLE   84,964 63,086 168,773
REPUBLIC SVCS COM 760759100 62,682 997,956 SH   SOLE   464,455 261,381 272,120
RESTAURANT BRAND COM 76131D103 217 3,902 SH   SOLE   3,902 0 0
RIO TINTO-ADR ADR 767204100 97,020 2,384,957 SH   SOLE   1,699,932 10,518 674,507
ROGERS COMMUNI-B COM 775109200 61,525 1,391,339 SH   SOLE   1,073,002 8,006 310,331
ROYAL CARIBBEAN COM V7780T103 11,923 121,523 SH   SOLE   15,756 22,838 82,929
ROYAL DUTCH-ADR ADR 780259206 1,025 19,434 SH   SOLE   7,853 11,581 0
RYDER SYSTEM INC COM 783549108 20,627 273,423 SH   SOLE   109,854 34,127 129,442
SANMINA CORP COM 801056102 69,378 1,708,823 SH   SOLE   467,338 131,509 1,109,976
SAP AG-SPONS ADR ADR 803054204 407 4,141 SH   SOLE   4,141 0 0
SBA COMM CORP REIT 78410G104 77,169 641,097 SH   SOLE   256,266 78,344 306,487
SCHLUMBERGER LTD COM 806857108 7,598 97,286 SH   SOLE   11,786 5,122 80,378
SCOTTS MIRACLE-A COM 810186106 121,892 1,305,197 SH   SOLE   393,804 178,777 732,616
SEALED AIR CORP COM 81211K100 53,346 1,224,092 SH   SOLE   378,795 254,162 591,135
SHIRE PLC-ADR ADR 82481R106 1,462 8,391 SH   SOLE   3,355 5,036 0
SKECHERS USA-A COM 830566105 7,787 283,693 SH   SOLE   171,448 106,488 5,757
SMITH & NEPH-ADR ADR 83175M205 935 30,239 SH   SOLE   13,714 16,525 0
SNAP-ON INC COM 833034101 174,517 1,034,667 SH   SOLE   310,064 155,252 569,351
SONOCO PRODUCTS COM 835495102 16,298 307,978 SH   SOLE   170,679 73,838 63,461
SONY CORP-ADR ADR 835699307 512 15,169 SH   SOLE   6,921 8,248 0
SOUTH JERSEY IND COM 838518108 74,794 2,098,018 SH   SOLE   586,253 145,329 1,366,436
SOUTHERN CO COM 842587107 10,838 217,724 SH   SOLE   21,205 6,823 189,696
SPDR OIL&GAS EXP ETF 78464A730 7,753 207,066 SH   SOLE   0 0 207,066
STATE AUTO FINL COM 855707105 20,627 751,445 SH   SOLE   171,781 50,368 529,296
STATOIL ASA-ADR ADR 85771P102 97,116 5,652,859 SH   SOLE   4,242,712 15,394 1,394,753
STIFEL FINANCIAL COM 860630102 85,603 1,705,575 SH   SOLE   515,284 220,423 969,868
SYNCHRONY FINANC COM 87165B103 37,913 1,105,337 SH   SOLE   273,846 251,369 580,122
SYNOPSYS INC COM 871607107 47,443 657,745 SH   SOLE   239,916 158,012 259,817
TAIWAN SEMIC-ADR ADR 874039100 53,406 1,626,262 SH   SOLE   1,445,129 30,267 150,866
TELEDYNE TECH COM 879360105 78,645 621,898 SH   SOLE   153,067 55,984 412,847
TEVA PHARM-ADR ADR 881624209 68,842 2,145,292 SH   SOLE   1,679,443 6,565 459,284
TIMKEN CO COM 887389104 77,419 1,712,803 SH   SOLE   422,911 103,514 1,186,378
TJX COS INC COM 872540109 74,482 941,856 SH   SOLE   240,638 227,299 473,919
TOTAL SYS SERVS COM 891906109 28,725 537,309 SH   SOLE   164,717 153,173 219,419
TRAVELERS COS IN COM 89417E109 7,548 62,619 SH   SOLE   5,908 0 56,711
TRUSTMARK CORP COM 898402102 55,143 1,734,590 SH   SOLE   480,052 119,363 1,135,175
UNILEVER PLC-ADR ADR 904767704 1,689 34,233 SH   SOLE   14,812 19,421 0
UNION PAC CORP COM 907818108 19,106 180,382 SH   SOLE   19,839 6,759 153,784
UNITED BANKSHS COM 909907107 60,389 1,429,324 SH   SOLE   430,582 95,976 902,766
UNITED FIRE GROU COM 910340108 58,428 1,366,107 SH   SOLE   342,529 96,060 927,518
UNITED NATURAL COM 911163103 54,435 1,259,193 SH   SOLE   387,644 123,201 748,348
UNITEDHEALTH GRP COM 91324P102 20,793 126,780 SH   SOLE   4,044 1,366 121,370
VALSPAR CORP/THE COM 920355104 112,923 1,017,874 SH   SOLE   222,571 93,407 701,896
VWR CORP COM 91843L103 50,678 1,797,102 SH   SOLE   443,343 299,898 1,053,861
WALT DISNEY CO COM 254687106 25,101 221,371 SH   SOLE   20,866 6,498 194,007
WEC ENERGY GROUP COM 92939U106 23,432 386,482 SH   SOLE   142,768 141,072 102,642
WELLS FARGO & CO COM 949746101 7,239 130,053 SH   SOLE   12,094 0 117,959
WESBANCO INC COM 950810101 57,080 1,497,775 SH   SOLE   415,382 93,717 988,676
WGL HLDGS INC COM 92924F106 102,044 1,236,445 SH   SOLE   333,917 83,934 818,594
WOODWARD INC COM 980745103 24,463 360,170 SH   SOLE   142,037 127,093 91,040
WPP PLC-ADR ADR 92937A102 406 3,707 SH   SOLE   3,707 0 0
XEROX CORP COM 984121103 2,297 312,974 SH   SOLE   29,550 0 283,424
XILINX INC COM 983919101 51,858 895,797 SH   SOLE   317,919 228,889 348,989