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 331 13,357 SH   SOLE   13,357 0 0
ACTIVISION BLIZZ COM 00507V109 43,968 681,570 SH   SOLE   204,976 270,057 206,537
ADV ENERGY INDS COM 007973100 143,964 1,782,618 SH   SOLE   465,260 120,986 1,196,372
ADV SEMI ENG-ADR ADR 00756M404 42,203 6,828,995 SH   SOLE   6,108,440 113,346 607,209
AFLAC INC COM 001055102 11,184 137,418 SH   SOLE   13,156 6,476 117,786
AGILENT TECH INC COM 00846U101 24,279 378,180 SH   SOLE   114,030 132,947 131,203
AKAMAI TECHNOLOG COM 00971T101 35,931 737,501 SH   SOLE   236,559 196,062 304,880
ALBANY INTERNATIONAL CORP. CL A COM 012348108 65,925 1,148,523 SH   SOLE   262,229 73,839 812,455
ALEXANDRIA REAL REIT 015271109 26,180 220,058 SH   SOLE   74,875 21,725 123,458
ALLEGHENY TECH COM 01741R102 56,216 2,352,117 SH   SOLE   707,408 402,004 1,242,705
ALTRA INDUSTRIAL COM 02208R106 75,978 1,579,589 SH   SOLE   349,959 112,607 1,117,023
AMBEV SA-ADR ADR 02319V103 343 52,069 SH   SOLE   7,834 44,235 0
AMER EQUITY INVT COM 025676206 78,864 2,711,974 SH   SOLE   801,720 181,980 1,728,274
AMERICAN TOWER C REIT 03027X100 73,488 537,668 SH   SOLE   122,398 147,730 267,540
AMERISOURCEBERGE COM 03073E105 19,009 229,718 SH   SOLE   68,585 80,667 80,466
ANSYS INC COM 03662Q105 33,725 274,792 SH   SOLE   122,245 90,220 62,327
ANTERO RESOURCES COM 03674X106 2,793 140,359 SH   SOLE   84,579 52,047 3,733
ANTHEM INC COM 036752103 22,419 118,067 SH   SOLE   5,934 5,091 107,042
APACHE CORP COM 037411105 11,204 244,620 SH   SOLE   14,783 29,025 200,812
APPLE INC COM 037833100 379 2,461 SH   SOLE   0 0 2,461
ARRIS INTERNATIO COM G0551A103 18,089 634,938 SH   SOLE   244,462 73,186 317,290
ARROW ELECTRONIC COM 042735100 32,587 405,266 SH   SOLE   110,996 108,404 185,866
ASTORIA FINL COM 046265104 55,910 2,600,479 SH   SOLE   708,859 294,069 1,597,551
AUTODESK INC COM 052769106 66,925 596,160 SH   SOLE   204,109 153,018 239,033
AUTOMATIC DATA COM 053015103 16,089 147,173 SH   SOLE   12,445 6,895 127,833
AVNET INC COM 053807103 17,864 454,543 SH   SOLE   264,632 69,497 120,414
BANCO BILBAO-ADR ADR 05946K101 388 43,457 SH   SOLE   22,880 20,577 0
BANCO BRADESCO-ADR ADR 059460303 167,905 15,167,593 SH   SOLE   10,997,520 42,672 4,127,401
BANCOLOMBIA-ADR ADR 05968L102 135,362 2,956,142 SH   SOLE   2,064,793 19,521 871,828
BANK OF AMERICA COM 060505104 6,533 257,817 SH   SOLE   52,863 28,126 176,828
BARCLAYS PLC-ADR ADR 06738E204 265 25,561 SH   SOLE   11,634 13,927 0
BECTON DICKINSON COM 075887109 13,180 67,264 SH   SOLE   9,098 4,385 53,781
BHP BILLITON-ADR ADR 088606108 68,818 1,697,947 SH   SOLE   1,188,939 8,677 500,331
BIG LOTS INC COM 089302103 10,605 197,959 SH   SOLE   128,167 42,224 27,568
BIO-RAD LABS-A COM 090572207 25,504 114,771 SH   SOLE   48,063 37,280 29,428
BLACK KNIGHT F-A COM 09214X100 30,389 705,895 SH   SOLE   249,552 268,055 188,288
BLOOMIN' BRANDS COM 094235108 70,817 4,023,699 SH   SOLE   1,206,963 294,881 2,521,855
BOEING CO/THE COM 097023105 36,588 143,928 SH   SOLE   5,655 5,017 133,256
BORGWARNER INC COM 099724106 60,336 1,177,754 SH   SOLE   422,020 244,154 511,580
BOSTON PROPERTIE REIT 101121101 23,032 187,438 SH   SOLE   55,769 60,703 70,966
CABOT CORP COM 127055101 83,930 1,504,122 SH   SOLE   410,088 174,406 919,628
CABOT MICROELEC COM 12709P103 103,001 1,288,634 SH   SOLE   376,665 91,588 820,381
CANTEL MEDICAL COM 138098108 72,680 771,796 SH   SOLE   179,588 55,490 536,718
CARNIVAL CORP COM 143658300 192,292 2,978,036 SH   SOLE   2,168,179 7,570 802,287
CATALENT INC COM 148806102 102,601 2,570,156 SH   SOLE   492,447 162,976 1,914,733
CBRE GROUP INC-A COM 12504L109 68,731 1,814,433 SH   SOLE   638,013 406,918 769,502
CDK GLOBAL INC COM 12508E101 1,483 23,507 SH   SOLE   2,281 3,425 17,801
CENTENE CORP COM 15135B101 156,687 1,619,167 SH   SOLE   547,888 168,178 903,101
CF INDUSTRIES HO COM 125269100 4,895 139,212 SH   SOLE   17,818 34,831 86,563
CHARLES RIVER LA COM 159864107 28,330 262,262 SH   SOLE   103,536 29,379 129,347
CHINA MOBILE-ADR ADR 16941M109 635 12,560 SH   SOLE   5,187 7,373 0
CHUBB LTD COM H1467J104 4,695 32,939 SH   SOLE   713 1,062 31,164
CIMAREX ENERGY C COM 171798101 18,260 160,638 SH   SOLE   37,463 43,880 79,295
CNOOC LTD-ADR ADR 126132109 908 6,998 SH   SOLE   2,178 4,820 0
COHERENT INC COM 192479103 149,782 636,910 SH   SOLE   138,380 51,839 446,691
COMCAST CORP-A COM 20030N101 8,813 229,036 SH   SOLE   6,570 9,907 212,559
CONDUENT INC COM 206787103 852 54,371 SH   SOLE   0 0 54,371
CONTL RES INC/OK COM 212015101 24,107 624,375 SH   SOLE   136,551 192,533 295,291
CORE LABS NV COM N22717107 192,635 1,951,719 SH   SOLE   1,123,114 48,858 779,747
CORNING INC COM 219350105 6,622 221,330 SH   SOLE   35,485 18,537 167,308
CR BARD INC COM 067383109 45,701 142,593 SH   SOLE   44,317 47,713 50,563
CREDIT SUISS-ADR ADR 225401108 119,896 7,588,346 SH   SOLE   5,436,679 48,696 2,102,971
CSX CORP COM 126408103 44,106 812,873 SH   SOLE   287,988 313,044 211,841
CUMMINS INC COM 231021106 66,081 393,268 SH   SOLE   124,945 80,100 188,223
DARDEN RESTAURAN COM 237194105 50,883 645,892 SH   SOLE   206,475 138,231 301,186
DARLING INGREDIE COM 237266101 69,809 3,984,504 SH   SOLE   1,076,343 225,008 2,683,153
DEERE & CO COM 244199105 8,323 66,270 SH   SOLE   0 0 66,270
DENTSPLY SIRONA COM 24906P109 25,182 421,035 SH   SOLE   134,274 132,217 154,544
DEVON ENERGY CO COM 25179M103 4,249 115,732 SH   SOLE   1,640 2,474 111,618
DIAGEO PLC-ADR ADR 25243Q205 582 4,404 SH   SOLE   662 3,742 0
DOVER CORP COM 260003108 21,652 236,924 SH   SOLE   70,551 82,657 83,716
DR HORTON INC COM 23331A109 73,344 1,836,818 SH   SOLE   670,540 447,894 718,384
DUKE ENERGY CORP COM 26441C204 3,379 40,260 SH   SOLE   7,786 4,420 28,054
EASTGROUP PROPERTIES REIT 277276101 41,107 466,484 SH   SOLE   165,619 40,666 260,199
EASTMAN CHEMICAL COM 277432100 44,637 493,285 SH   SOLE   201,120 143,550 148,615
EATON VANCE CORP COM 278265103 88,634 1,795,310 SH   SOLE   537,492 283,980 973,838
ECHOSTAR CORP-A COM 278768106 20,140 351,910 SH   SOLE   119,001 123,401 109,508
ELBIT SYSTEMS COM M3760D101 827 5,627 SH   SOLE   5,627 0 0
EMBRAER SA-ADR ADR 29082A107 1,533 67,788 SH   SOLE   42,325 25,463 0
ENBRIDGE INC COM 29250N105 5,987 143,103 SH   SOLE   19,753 6,467 116,883
ENERSYS COM 29275Y102 95,175 1,375,961 SH   SOLE   320,183 93,974 961,804
ENTEGRIS INC COM 29362U104 162,291 5,625,348 SH   SOLE   1,485,723 407,417 3,732,208
EOG RESOURCES COM 26875P101 4,340 44,866 SH   SOLE   0 0 44,866
ERICSSON LM-ADR ADR 294821608 2,124 369,338 SH   SOLE   333,195 29,593 6,550
EVEREST RE GROUP COM G3223R108 140,763 616,326 SH   SOLE   424,637 4,645 187,044
EXELON CORP COM 30161N101 2,113 56,092 SH   SOLE   3,130 0 52,962
EXPRESS SCRIPTS COM 30219G108 266 4,202 SH   SOLE   0 0 4,202
EXXON MOBIL CORP COM 30231G102 1,685 20,557 SH   SOLE   6,210 5,097 9,250
FACTSET RESEARCH COM 303075105 14,725 81,754 SH   SOLE   9,258 14,203 58,293
FIRST POTOMAC RE REIT 33610F109 2,359 211,716 SH   SOLE   101,877 105,514 4,325
FIRSTCASH INC COM 33767D105 93,090 1,474,115 SH   SOLE   498,761 138,940 836,414
FLEXTRONICS INTL COM Y2573F102 37,269 2,249,208 SH   SOLE   545,609 179,156 1,524,443
FLIR SYSTEMS COM 302445101 83,409 2,143,629 SH   SOLE   505,208 131,005 1,507,416
FRANKLIN ELEC CO COM 353514102 102,790 2,291,853 SH   SOLE   513,702 145,542 1,632,609
GATX CORP COM 361448103 106,150 1,724,338 SH   SOLE   400,117 233,726 1,090,495
GENERAL DYNAMICS COM 369550108 36,054 175,377 SH   SOLE   40,268 47,482 87,627
GLOBAL PAYMENTS COM 37940X102 187,388 1,971,879 SH   SOLE   574,532 317,458 1,079,889
GOLDMAN SACHS GP COM 38141G104 20,808 87,726 SH   SOLE   6,290 2,962 78,474
GULFPORT ENERGY COM 402635304 25,440 1,774,085 SH   SOLE   427,876 127,058 1,219,151
HARRIS CORP COM 413875105 274 2,080 SH   SOLE   0 0 2,080
HDFC BANK-ADR ADR 40415F101 178,363 1,850,810 SH   SOLE   1,243,734 0 607,076
HEARTLAND FINL COM 42234Q102 13,444 272,154 SH   SOLE   191,213 24,327 56,614
HESS CORP COM 42809H107 1,890 40,303 SH   SOLE   4,461 22,808 13,034
HEXCEL CORP COM 428291108 161,143 2,806,392 SH   SOLE   701,002 220,565 1,884,825
HOLOGIC INC COM 436440101 7,527 205,158 SH   SOLE   129,803 71,058 4,297
HONDA MOTOR-ADR ADR 438128308 2,766 93,579 SH   SOLE   75,487 18,092 0
HORACE MANN EDUC COM 440327104 62,068 1,577,320 SH   SOLE   428,775 139,417 1,009,128
HSBC HOLDING-ADR ADR 404280406 714 14,444 SH   SOLE   4,835 9,609 0
HUMANA INC COM 444859102 32,264 132,432 SH   SOLE   4,390 10,321 117,721
HUNTINGTON INGAL COM 446413106 38,402 169,589 SH   SOLE   100,006 36,571 33,012
IBM COM 459200101 8,486 58,492 SH   SOLE   4,449 2,697 51,346
ICICI BANK-ADR ADR 45104G104 162,291 18,959,185 SH   SOLE   13,484,341 64,667 5,410,177
ICON PLC COM G4705A100 299,222 2,627,524 SH   SOLE   1,849,175 13,860 764,489
INFOSYS LTD-ADR ADR 456788108 198 13,570 SH   SOLE   13,570 0 0
INTEL CORP COM 458140100 7,652 200,945 SH   SOLE   26,335 16,493 158,117
INTERCONTIN-ADR ADR 45857P707 418 7,897 SH   SOLE   7,897 0 0
INTERCONTINENTAL COM 45866F104 57,293 833,965 SH   SOLE   249,144 282,397 302,424
INTUIT INC COM 461202103 83,696 588,826 SH   SOLE   188,049 153,660 247,117
ISHARES MSCI BRA ETF 464286400 984 23,605 SH   SOLE   23,605 0 0
ISHARES MSCI EME ETF 464287234 522 11,657 SH   SOLE   4,868 0 6,789
ISHARES MSCI SOU ETF 464286772 4,397 63,675 SH   SOLE   63,675 0 0
ISHARES-MSCI EAF ETF 464287465 1,393 20,342 SH   SOLE   7,655 0 12,687
ISHARES-RS 2K VL ETF 464287630 1,236 9,959 SH   SOLE   9,959 0 0
ITAU UNIBANC-ADR ADR 465562106 47,889 3,495,534 SH   SOLE   2,173,313 31,835 1,290,386
JABIL CIRCUIT COM 466313103 25,660 898,789 SH   SOLE   332,939 323,792 242,058
JOHNSON CONTROLS COM G51502105 3,634 90,185 SH   SOLE   2,955 4,367 82,863
JPMORGAN CHASE COM 46625H100 20,197 211,468 SH   SOLE   20,541 10,057 180,870
KEYCORP COM 493267108 47,104 2,502,890 SH   SOLE   1,118,333 694,667 689,890
KEYSIGHT TEC COM 49338L103 15,468 371,293 SH   SOLE   147,816 172,972 50,505
KIMBERLY-CLARK COM 494368103 11,118 94,480 SH   SOLE   8,695 3,685 82,100
KROGER CO COM 501044101 313 15,614 SH   SOLE   6,002 9,140 472
KT CORP-ADR ADR 48268K101 359 25,903 SH   SOLE   25,903 0 0
KYOCERA CORP-ADR ADR 501556203 217 3,497 SH   SOLE   3,497 0 0
LABORATORY CP COM 50540R409 22,677 150,211 SH   SOLE   40,828 57,265 52,118
LITTELFUSE INC COM 537008104 114,570 584,901 SH   SOLE   127,004 42,337 415,560
LLOYDS BANKING COM G5533W248 9 10,244 SH   SOLE   0 0 10,244
LLOYDS BANKING G ADR 539439109 387 105,821 SH   SOLE   42,759 63,062 0
LOEWS CORP COM 540424108 214 4,465 SH   SOLE   1,720 2,604 141
MAGNA INTL COM 559222401 112,031 2,104,069 SH   SOLE   1,632,605 9,023 462,441
MANTECH INTL-A COM 564563104 62,018 1,404,719 SH   SOLE   278,668 89,542 1,036,509
MARKET VECTORS O ETF 92189F718 4,015 154,000 SH   SOLE   0 0 154,000
MASCO CORP COM 574599106 47,383 1,214,627 SH   SOLE   502,942 316,384 395,301
MCKESSON CORP COM 58155Q103 413 2,689 SH   SOLE   1,030 1,545 114
MEDICAL PROPERTI REIT 58463J304 43,235 3,292,875 SH   SOLE   1,091,243 381,192 1,820,440
MEDNAX INC COM 58502B106 64,437 1,494,374 SH   SOLE   375,016 180,212 939,146
MERITAGE HOMES C COM 59001A102 77,826 1,752,837 SH   SOLE   462,002 117,460 1,173,375
MICROSOFT CORP COM 594918104 264 3,547 SH   SOLE   0 0 3,547
MOLINA HEALTHCARE INC. COM 60855R100 42,650 620,278 SH   SOLE   121,283 38,077 460,918
MONOLITHIC POWER COM 609839105 105,312 988,379 SH   SOLE   299,423 119,053 569,903
MOOG INC-CLASS A COM 615394202 81,393 975,580 SH   SOLE   282,769 84,652 608,159
MORGAN STANLEY COM 617446448 24,980 518,573 SH   SOLE   36,658 16,848 465,067
MUELLER WATER-A COM 624758108 105,758 8,262,308 SH   SOLE   2,193,582 528,529 5,540,197
MURPHY OIL CORP COM 626717102 1,512 56,930 SH   SOLE   6,307 32,200 18,423
NEWFIELD EXPLORA COM 651290108 25,596 862,684 SH   SOLE   382,324 248,024 232,336
NEWPARK RESOURCE COM 651718504 2,784 278,436 SH   SOLE   223,209 49,249 5,978
NICE LTD -SP ADR ADR 653656108 6,135 75,450 SH   SOLE   66,278 9,172 0
NORFOLK SOUTHERN COM 655844108 22,527 170,353 SH   SOLE   11,517 3,800 155,036
NORTHERN TRUST COM 665859104 8,756 95,244 SH   SOLE   3,610 14,151 77,483
NOVARTIS AG-ADR ADR 66987V109 172,238 2,006,267 SH   SOLE   1,471,191 7,182 527,894
NTT DOCOMO-ADR ADR 62942M201 265 11,612 SH   SOLE   11,612 0 0
OCCIDENTAL PETE COM 674599105 3,728 58,052 SH   SOLE   1,594 2,413 54,045
OIL STATES INTL COM 678026105 50,944 2,009,633 SH   SOLE   405,496 130,608 1,473,529
ON SEMICONDUCTOR COM 682189105 15,595 844,317 SH   SOLE   393,725 366,076 84,516
ONEOK INC COM 682680103 1,321 23,839 SH   SOLE   2,401 12,136 9,302
OSI SYSTEMS INC COM 671044105 88,352 966,967 SH   SOLE   208,144 69,776 689,047
PACKAGING CORP COM 695156109 24,543 214,010 SH   SOLE   64,585 75,670 73,755
PDC ENERGY INC COM 69327R101 45,448 926,952 SH   SOLE   197,508 64,905 664,539
PENN NATL GAMING COM 707569109 36,544 1,562,359 SH   SOLE   384,032 22,544 1,155,783
PETROLEO BRASILEIRO S.A.-ADR ADR 71654V408 10,468 1,042,587 SH   SOLE   653,964 0 388,623
PORT LEASING LLC AGCY 736879AA5 1,232 1,256,604 PRN   SOLE   0 0 0
POSCO-ADR ADR 693483109 1,546 22,274 SH   SOLE   17,638 4,636 0
PROGRESSIVE CORP COM 743315103 37,341 771,192 SH   SOLE   184,639 222,752 363,801
PRUDENTIAL-ADR ADR 74435K204 1,590 33,178 SH   SOLE   13,835 19,343 0
RANGE RESOURCES COM 75281A109 4,873 249,006 SH   SOLE   167,653 14,743 66,610
RAYMOND JAMES COM 754730109 179,821 2,132,354 SH   SOLE   591,520 265,390 1,275,444
REINSURANCE GROU COM 759351604 147,548 1,057,466 SH   SOLE   303,323 143,687 610,456
RELX NV - ADR ADR 75955B102 786 36,838 SH   SOLE   13,741 23,097 0
RENAISSANCERE COM G7496G103 41,783 309,180 SH   SOLE   79,186 61,247 168,747
REPUBLIC SVCS COM 760759100 64,066 969,820 SH   SOLE   445,164 251,820 272,836
RESTAURANT BRAND COM 76131D103 239 3,741 SH   SOLE   3,706 0 35
RIO TINTO-ADR ADR 767204100 108,094 2,290,619 SH   SOLE   1,633,793 11,591 645,235
ROGERS COMMUNI-B COM 775109200 68,587 1,330,744 SH   SOLE   1,029,436 8,760 292,548
ROYAL CARIBBEAN COM V7780T103 13,077 110,315 SH   SOLE   7,531 22,769 80,015
ROYAL DUTCH-ADR ADR 780259206 1,224 20,202 SH   SOLE   7,641 12,561 0
RYDER SYSTEM INC COM 783549108 23,470 277,591 SH   SOLE   116,404 31,524 129,663
SANMINA CORP COM 801056102 64,615 1,739,295 SH   SOLE   436,983 137,816 1,164,496
SAP AG-SPONS ADR ADR 803054204 436 3,977 SH   SOLE   3,977 0 0
SBA COMM CORP REIT 78410G104 91,562 635,626 SH   SOLE   247,435 85,417 302,774
SCHLUMBERGER LTD COM 806857108 9,103 130,491 SH   SOLE   6,621 5,538 118,332
SCOTTS MIRACLE-A COM 810186106 128,127 1,316,284 SH   SOLE   379,118 175,166 762,000
SEALED AIR CORP COM 81211K100 51,713 1,210,506 SH   SOLE   372,613 246,453 591,440
SHIRE PLC-ADR ADR 82481R106 1,331 8,690 SH   SOLE   3,232 5,458 0
SKECHERS USA-A COM 830566105 6,819 271,778 SH   SOLE   167,368 98,713 5,697
SMITH & NEPH-ADR ADR 83175M205 1,136 31,215 SH   SOLE   13,247 17,968 0
SNAP-ON INC COM 833034101 152,064 1,020,498 SH   SOLE   294,065 152,225 574,208
SONOCO PRODUCTS COM 835495102 15,038 298,083 SH   SOLE   163,598 70,369 64,116
SONY CORP-ADR ADR 835699307 592 15,850 SH   SOLE   6,718 9,132 0
SOUTH JERSEY IND COM 838518108 74,468 2,156,631 SH   SOLE   578,984 149,418 1,428,229
SOUTHERN CO COM 842587107 10,170 206,959 SH   SOLE   12,775 7,626 186,558
SPDR OIL&GAS EXP ETF 78464A730 7,059 207,066 SH   SOLE   0 0 207,066
STATE AUTO FINL COM 855707105 20,474 780,544 SH   SOLE   177,204 50,709 552,631
STATOIL ASA-ADR ADR 85771P102 119,070 5,926,826 SH   SOLE   4,370,981 16,754 1,539,091
STIFEL FINANCIAL COM 860630102 90,550 1,693,797 SH   SOLE   480,262 213,739 999,796
SYNCHRONY FINANC COM 87165B103 32,161 1,035,791 SH   SOLE   220,405 240,846 574,540
SYNOPSYS INC COM 871607107 53,000 658,145 SH   SOLE   228,742 152,756 276,647
TAIWAN SEMIC-ADR ADR 874039100 37,886 1,008,956 SH   SOLE   798,945 32,511 177,500
TELEDYNE TECH COM 879360105 100,508 631,412 SH   SOLE   144,332 55,586 431,494
TIMKEN CO COM 887389104 96,889 1,995,646 SH   SOLE   478,084 124,451 1,393,111
TJX COS INC COM 872540109 66,042 895,729 SH   SOLE   206,706 219,381 469,642
TOTAL SYS SERVS COM 891906109 32,435 495,197 SH   SOLE   132,281 147,775 215,141
TRAVELERS COS IN COM 89417E109 6,665 54,396 SH   SOLE   0 0 54,396
TRUSTMARK CORP COM 898402102 68,085 2,055,699 SH   SOLE   535,008 137,657 1,383,034
UNILEVER PLC-ADR ADR 904767704 2,066 35,646 SH   SOLE   14,406 21,240 0
UNION PAC CORP COM 907818108 19,983 172,309 SH   SOLE   13,379 7,416 151,514
UNITED BANKSHS COM 909907107 54,570 1,468,906 SH   SOLE   435,017 98,049 935,840
UNITED FIRE GROU COM 910340108 64,078 1,398,479 SH   SOLE   327,786 98,595 972,098
UNITED NATURAL COM 911163103 53,885 1,295,620 SH   SOLE   392,681 124,683 778,256
UNITEDHEALTH GRP COM 91324P102 24,102 123,063 SH   SOLE   1,170 1,765 120,128
VWR CORP COM 91843L103 42,473 1,282,785 SH   SOLE   280,241 227,012 775,532
WALT DISNEY CO COM 254687106 20,809 211,111 SH   SOLE   12,703 7,452 190,956
WEC ENERGY GROUP COM 92939U106 22,858 364,098 SH   SOLE   126,789 134,810 102,499
WELBILT INC COM 949090104 2,672 115,904 SH   SOLE   92,780 20,682 2,442
WELLS FARGO & CO COM 949746101 6,237 113,084 SH   SOLE   0 0 113,084
WESBANCO INC COM 950810101 67,349 1,641,852 SH   SOLE   488,270 103,045 1,050,537
WGL HLDGS INC COM 92924F106 106,903 1,269,627 SH   SOLE   329,295 85,734 854,598
WOODWARD INC COM 980745103 26,230 337,968 SH   SOLE   126,787 120,279 90,902
WPP PLC-ADR ADR 92937A102 335 3,609 SH   SOLE   3,609 0 0
XEROX CORP COM 984121608 2,263 67,964 SH   SOLE   0 0 67,964
XILINX INC COM 983919101 61,763 871,990 SH   SOLE   305,492 219,152 347,346