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
3M CO COM 88579Y101 5,994 30,470 SH   SOLE   30,470 0 0
ABBOTT LABORATORIES COM COM 002824100 3,145 51,560 SH   SOLE   51,560 0 0
ACCENTURE PLC CLASS A ORDINARY COM G1151C101 3,379 20,655 SH   SOLE   20,655 0 0
ACTIVISION BLIZZARD INC COM COM 00507V109 527 6,900 SH   SOLE   6,900 0 0
ADOBE SYSTEMS INC (DE) COM 00724F101 628 2,575 SH   SOLE   2,575 0 0
ADVANCED AUTO PTS INC COM 00751Y106 2,253 16,600 SH   SOLE   16,600 0 0
AFFILIATED MANAGERS GROUP COM 008252108 2,996 20,155 SH   SOLE   20,155 0 0
AIR PRODS & CHEMS INC COM 009158106 3,355 21,545 SH   SOLE   21,545 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,728 23,600 SH   SOLE   23,600 0 0
ALLERGAN PLC SHG COM G0177J108 1,634 9,800 SH   SOLE   9,800 0 0
ALPHABET INC CAP STK CL A COM 02079K305 2,908 2,575 SH   SOLE   2,575 0 0
ALPHABET INC CAP STK CL C COM 02079K107 1,610 1,443 SH   SOLE   1,443 0 0
ALTRIA GROUP INC COM COM 02209S103 307 5,400 SH   SOLE   5,400 0 0
AMAZON.COM INC COM COM 023135106 700 412 SH   SOLE   412 0 0
AMBARELLA INC F COM G037AX101 11,771 304,874 SH   SOLE   304,874 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 1,131 29,800 SH   SOLE   29,800 0 0
AMERICAN CAMPUS CMNTYS INC COM COM 024835100 1,823 42,505 SH   SOLE   42,505 0 0
AMERICAN HOMES 4 RENT CL A COM 02665T306 608 27,400 SH   SOLE   27,400 0 0
AMERICAN TOWER CORP CL A COM 03027X100 692 4,800 SH   SOLE   4,800 0 0
AMERICAN WOODMARK CO COM 030506109 18,865 206,059 SH   SOLE   206,059 0 0
AMGEN INC COM COM 031162100 738 4,000 SH   SOLE   4,000 0 0
AMN HEALTHCARE SRVCS COM 001744101 38,309 653,735 SH   SOLE   653,735 0 0
ANALOG DEVICES INC COM COM 032654105 2,200 22,940 SH   SOLE   22,940 0 0
ANGIODYNAMICS INC COM 03475V101 9,681 435,293 SH   SOLE   435,293 0 0
ANIXTER INTL INC COM 035290105 16,101 254,365 SH   SOLE   254,365 0 0
AON CORP COM G0408V102 1,640 11,955 SH   SOLE   11,955 0 0
Apergy Corp Com COM 03755L104 1,415 33,900 SH   SOLE   33,900 0 0
APPLE INC COM 037833100 9,803 52,957 SH   SOLE   52,957 0 0
ARGO GROUP INTL HLDG F COM G0464B107 16,670 286,673 SH   SOLE   286,673 0 0
AT HOME GROUP INC COM 04650Y100 920 23,500 SH   SOLE   23,500 0 0
AT&T INC COM 00206R102 636 19,800 SH   SOLE   19,800 0 0
ATMOS ENERGY CORP COM COM 049560105 1,073 11,900 SH   SOLE   11,900 0 0
BALCHEM CORP COM 057665200 21,068 214,677 SH   SOLE   214,677 0 0
BANKUNITED INC COM 06652K103 345 8,450 SH   SOLE   8,450 0 0
BARNES GROUP INC COM 067806109 20,537 348,683 SH   SOLE   348,683 0 0
BAXTER INTL INC COM COM 071813109 613 8,300 SH   SOLE   8,300 0 0
BECTON DICKINSON & CO COM COM 075887109 3,410 14,235 SH   SOLE   14,235 0 0
BENCHMARK ELECTRONICS INC COM 08160H101 12,420 426,075 SH   SOLE   426,075 0 0
BERKSHIRE HATHAWAY INC CL A COM 084670108 1,410 5 SH   SOLE   5 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 1,727 9,250 SH   SOLE   9,250 0 0
BERRY PLASTICS GROUP INC COM COM 08579W103 395 8,600 SH   SOLE   8,600 0 0
BIO TECHNE CORP COM 09073M104 1,553 10,500 SH   SOLE   10,500 0 0
BIOGEN IDEC INC COM COM 09062X103 479 1,650 SH   SOLE   1,650 0 0
BLACKROCK INC COM 09247X101 3,481 6,976 SH   SOLE   6,976 0 0
BOJANGLES, INC. COM 097488100 14,216 987,248 SH   SOLE   987,248 0 0
BOOKING HOLDINGS INC COM 09857L108 2,278 1,124 SH   SOLE   1,124 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107 569 17,400 SH   SOLE   17,400 0 0
BROADCOM INC COM 11135F101 594 2,450 SH   SOLE   2,450 0 0
BROADRIDGE FINL SOLUTIONS INC COM 11133T103 4,909 42,650 SH   SOLE   42,650 0 0
BURLINGTON STORES INC COM 122017106 285 1,895 SH   SOLE   1,895 0 0
C A C I INC CLASS A COM 127190304 27,041 160,431 SH   SOLE   160,431 0 0
CALAMP CORP COM 128126109 21,133 901,977 SH   SOLE   901,977 0 0
CALLON PETROLEUM CO COM 13123X102 18,323 1,706,039 SH   SOLE   1,706,039 0 0
CAMBREX CORP COM 132011107 13,829 264,420 SH   SOLE   264,420 0 0
CARLISLE COS INC COM 142339100 281 2,590 SH   SOLE   2,590 0 0
CARNIVAL CORP PAIRED CTF 1 COM COM 143658300 1,744 30,435 SH   SOLE   30,435 0 0
CAROLINA FINANCIAL CORP COM 143873107 11,948 278,371 SH   SOLE   278,371 0 0
CARPENTER TECHNOLOGY COM 144285103 15,446 293,809 SH   SOLE   293,809 0 0
CARTER INC COM COM 146229109 1,387 12,800 SH   SOLE   12,800 0 0
CBRE GROUP INC CL A COM 12504L109 1,370 28,700 SH   SOLE   28,700 0 0
CDK GLOBAL INC COM 12508E101 1,555 23,900 SH   SOLE   23,900 0 0
CDW CORP COM 12514G108 2,141 26,500 SH   SOLE   26,500 0 0
CELGENE CORP COM COM 151020104 1,639 20,635 SH   SOLE   20,635 0 0
CENTENE CORP COM 15135B101 2,119 17,200 SH   SOLE   17,200 0 0
CHEVRON CORP COM 166764100 6,296 49,802 SH   SOLE   49,802 0 0
CHUBB LIMITED COM H1467J104 514 4,050 SH   SOLE   4,050 0 0
CHURCH & DWIGHT CO INC COM 171340102 2,382 44,800 SH   SOLE   44,800 0 0
CIGNA CORP COM COM 125509109 510 3,000 SH   SOLE   3,000 0 0
CISCO SYS INC COM 17275R102 7,791 181,050 SH   SOLE   181,050 0 0
CITRIX SYSTEMS INC COM 177376100 1,761 16,800 SH   SOLE   16,800 0 0
CLOROX CO COM COM 189054109 203 1,500 SH   SOLE   1,500 0 0
CME GROUP INC COM COM 12572Q105 680 4,150 SH   SOLE   4,150 0 0
COGNIZANT TECH SOLUTIONS CL A COM 192446102 3,162 40,025 SH   SOLE   40,025 0 0
COLUMBIA BANKING SYS COM 197236102 14,842 362,890 SH   SOLE   362,890 0 0
COMCAST CORP CL A COM 20030N101 6,944 211,635 SH   SOLE   211,635 0 0
CONCHO RESOURCES INC COM 20605P101 1,812 13,100 SH   SOLE   13,100 0 0
CONSTELLATION BRANDS INC CL A COM 21036P108 565 2,580 SH   SOLE   2,580 0 0
COOPER COS INC COM 216648402 1,837 7,800 SH   SOLE   7,800 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 2,959 14,160 SH   SOLE   14,160 0 0
CTS CORP COM 126501105 11,585 321,819 SH   SOLE   321,819 0 0
CULLEN FROST BANKERS INC COM 229899109 1,997 18,450 SH   SOLE   18,450 0 0
D R HORTON INC COM 23331A109 828 20,200 SH   SOLE   20,200 0 0
DANONE SPONSORED ADR COM 23636T100 1,447 98,570 SH   SOLE   98,570 0 0
DAVE & BUSTERS INC COM 238337109 11,272 236,799 SH   SOLE   236,799 0 0
DENTSPLY SIRONA INC COM 24906P109 1,717 39,234 SH   SOLE   39,234 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109 2,118 16,100 SH   SOLE   16,100 0 0
DICKS SPORTING GOODS INC COM 253393102 412 11,700 SH   SOLE   11,700 0 0
DIGITAL RLTY TR INC COM COM 253868103 1,396 12,515 SH   SOLE   12,515 0 0
DISNEY WALT CO COM COM 254687106 2,002 19,105 SH   SOLE   19,105 0 0
DOLLAR GENERAL CORP COM 256677105 2,462 24,965 SH   SOLE   24,965 0 0
DORMAN PRODUCTS INC COM 258278100 22,388 327,747 SH   SOLE   327,747 0 0
DOVER CORP COM 260003108 1,266 17,294 SH   SOLE   17,294 0 0
DOWDUPONT INC COM 26078J100 2,513 38,125 SH   SOLE   38,125 0 0
DUKE ENERGY HLDG CORP COM COM 26441C204 702 8,875 SH   SOLE   8,875 0 0
DUNKIN BRANDS GROUP INC COM COM 265504100 280 4,055 SH   SOLE   4,055 0 0
DXC TECHNOLOGY CO COM COM 23355L106 1,600 19,850 SH   SOLE   19,850 0 0
E TRADE FINANCIAL CORP COM NEW COM 269246401 2,139 34,970 SH   SOLE   34,970 0 0
EASTERLY GOVT PPTYS REIT COM 27616P103 23,738 1,201,318 SH   SOLE   1,201,318 0 0
EATON CORP COM COM G29183103 2,096 28,045 SH   SOLE   28,045 0 0
ECOLAB INC COM COM 278865100 834 5,945 SH   SOLE   5,945 0 0
EDUCATION REALTY TRU REIT COM 28140H203 23,899 575,884 SH   SOLE   575,884 0 0
EDWARDS LIFESCIENCES CORP COM COM 28176E108 2,300 15,800 SH   SOLE   15,800 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 5,368 106,317 SH   SOLE   106,317 0 0
EOG RESOURCES INC COM 26875P101 4,877 39,195 SH   SOLE   39,195 0 0
EQT CORP COM 26884L109 381 6,900 SH   SOLE   6,900 0 0
EXLSERVICE HOLDINGS COM 302081104 19,869 350,982 SH   SOLE   350,982 0 0
EXXON MOBIL CORP COM 30231G102 3,200 38,685 SH   SOLE   38,685 0 0
FACEBOOK INC-A COM 30303M102 2,584 13,300 SH   SOLE   13,300 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 1,288 6,500 SH   SOLE   6,500 0 0
FEDEX CORP COM 31428X106 613 2,700 SH   SOLE   2,700 0 0
FIRST AMERN FINL CORP COM COM 31847R102 1,704 32,950 SH   SOLE   32,950 0 0
FIRST DATA CORP COM 32008D106 1,499 71,600 SH   SOLE   71,600 0 0
FISERV INC COM 337738108 2,052 27,700 SH   SOLE   27,700 0 0
FIVE BELOW COM 33829M101 17,971 183,922 SH   SOLE   183,922 0 0
FLEETCOR TECHNOLOGIES INC COM COM 339041105 2,821 13,390 SH   SOLE   13,390 0 0
FMC CORP COM 302491303 2,685 30,100 SH   SOLE   30,100 0 0
FORTINET INC COM 34959E109 2,422 38,800 SH   SOLE   38,800 0 0
FORTUNE BRANDS HOME & SEC INC COM 34964C106 3,061 57,020 SH   SOLE   57,020 0 0
FORWARD AIR CORP COM 349853101 24,700 418,080 SH   SOLE   418,080 0 0
FRANKLIN ELECTRIC CO COM 353514102 20,670 458,304 SH   SOLE   458,304 0 0
GALLAGHER ARTHUR J & CO COM 363576109 362 5,545 SH   SOLE   5,545 0 0
GENERAL ELEC CO COM 369604103 1,000 73,455 SH   SOLE   73,455 0 0
GRAND CANYON ED INC COM 38526M106 859 7,700 SH   SOLE   7,700 0 0
GRANITE CONSTRUCTION COM 387328107 24,412 438,586 SH   SOLE   438,586 0 0
GRAPHIC PACKAGING HOLDING COMP COM 388689101 1,426 98,300 SH   SOLE   98,300 0 0
GREAT WESTERN BANCO COM 391416104 15,534 369,943 SH   SOLE   369,943 0 0
HARRIS CORP DEL COM COM 413875105 1,561 10,800 SH   SOLE   10,800 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 399 9,300 SH   SOLE   9,300 0 0
HOME DEPOT INC COM COM 437076102 1,024 5,250 SH   SOLE   5,250 0 0
HUNTINGTON BANCSHARES INC COM COM 446150104 478 32,400 SH   SOLE   32,400 0 0
HYSTER-YALE MATERIALS HANDLING COM 449172105 1,362 21,200 SH   SOLE   21,200 0 0
IAC/INTERACTIVECORP COM 44919P508 2,348 15,400 SH   SOLE   15,400 0 0
ICON PLC SHS COM G4705A100 398 3,000 SH   SOLE   3,000 0 0
IDACORP INCORPORATED COM 451107106 24,970 270,708 SH   SOLE   270,708 0 0
INCYTE CORP COM 45337C102 1,313 19,600 SH   SOLE   19,600 0 0
INGREDION INC COM COM 457187102 321 2,900 SH   SOLE   2,900 0 0
INSULET CORP COM 45784P101 1,603 18,700 SH   SOLE   18,700 0 0
INTEGRA LIFESCIENCE COM 457985208 27,493 426,837 SH   SOLE   426,837 0 0
INTERCEPT PHARMACEUTICALS, INC COM 45845P108 755 9,000 SH   SOLE   9,000 0 0
INTERCONTINENTAL EXCHANGE COM 45866F104 2,078 28,250 SH   SOLE   28,250 0 0
INTERNATIONAL BUSINESS MACHS C COM 459200101 210 1,500 SH   SOLE   1,500 0 0
INVESCO EXCHANGE TRADED FD TR COM 46138E610 251 10,900 SH   SOLE   10,900 0 0
ITT INC COM 45073V108 1,903 36,400 SH   SOLE   36,400 0 0
JACK HENRY & ASSOCIATES INC COM 426281101 743 5,700 SH   SOLE   5,700 0 0
JOHNSON & JOHNSON COM COM 478160104 3,005 24,765 SH   SOLE   24,765 0 0
JONES LANG LASALLE INC COM 48020Q107 1,461 8,800 SH   SOLE   8,800 0 0
JPMORGAN CHASE & CO COM 46625H100 8,753 84,000 SH   SOLE   84,000 0 0
KAR AUCTION SERVICES INC COM 48238T109 2,384 43,500 SH   SOLE   43,500 0 0
KEYCORP NEW COM COM 493267108 2,450 125,400 SH   SOLE   125,400 0 0
KFORCE INC COM 493732101 15,413 449,359 SH   SOLE   449,359 0 0
KRAFT HEINZ CO COM 500754106 2,044 32,545 SH   SOLE   32,545 0 0
L3 TECHNOLOGIES INC COM 502413107 1,615 8,400 SH   SOLE   8,400 0 0
LABORATORY CORP AMER HLDGS COM COM 50540R409 2,177 12,125 SH   SOLE   12,125 0 0
LAM RESH CORP COM COM 512807108 1,469 8,500 SH   SOLE   8,500 0 0
LAMB WESTON HLDGS INC COM 513272104 2,067 30,170 SH   SOLE   30,170 0 0
LHC GROUP INC COM 50187A107 21,821 254,944 SH   SOLE   254,944 0 0
LILLY ELI & CO COM COM 532457108 631 7,400 SH   SOLE   7,400 0 0
LITTELFUSE INC COM 537008104 22,092 96,819 SH   SOLE   96,819 0 0
LKQ CORP COM COM 501889208 2,348 73,615 SH   SOLE   73,615 0 0
LOCKHEED MARTIN CORP COM COM 539830109 532 1,800 SH   SOLE   1,800 0 0
LTC PROPERTIES, INC. REIT COM 502175102 16,878 394,903 SH   SOLE   394,903 0 0
LYDALL INC DEL COM 550819106 7,430 170,218 SH   SOLE   170,218 0 0
M & T BK CORP COM 55261F104 1,871 10,995 SH   SOLE   10,995 0 0
M S G NETWORK INC CLASS A COM 553573106 15,125 631,541 SH   SOLE   631,541 0 0
M T S SYSTEMS CORP COM 553777103 23,964 455,163 SH   SOLE   455,163 0 0
MADISON SQUARE GARDEN CO CL A COM 55825T103 1,613 5,200 SH   SOLE   5,200 0 0
MANULIFE FINL CORP COM COM 56501R106 277 15,400 SH   SOLE   15,400 0 0
MARCUS & MILLICHAP COM 566324109 24,686 632,806 SH   SOLE   632,806 0 0
MARKEL CORP COM 570535104 2,292 2,114 SH   SOLE   2,114 0 0
MARTIN MARIETTA MATERIALS COM 573284106 2,055 9,200 SH   SOLE   9,200 0 0
MASIMO CORP COM 574795100 14,753 151,085 SH   SOLE   151,085 0 0
MASTEC INC COM 576323109 2,878 56,700 SH   SOLE   56,700 0 0
MASTERCARD INC CL A COM 57636Q104 737 3,750 SH   SOLE   3,750 0 0
MATADOR RESOURCES CO COM 576485205 21,433 713,259 SH   SOLE   713,259 0 0
MAXIMUS INC COM COM 577933104 262 4,215 SH   SOLE   4,215 0 0
MEDTRONIC INC COM G5960L103 2,470 28,850 SH   SOLE   28,850 0 0
MERCANTILE BANK CORP COM 587376104 12,367 334,596 SH   SOLE   334,596 0 0
METHODE ELECTRONICS COM 591520200 17,925 444,801 SH   SOLE   444,801 0 0
MICROCHIP TECHNOLOGY INC COM COM 595017104 5,125 56,345 SH   SOLE   56,345 0 0
MICROSOFT CORP COM 594918104 11,622 117,855 SH   SOLE   117,855 0 0
MOHAWK INDUSTRIES INC COM 608190104 729 3,400 SH   SOLE   3,400 0 0
MULTI COLOR CORP COM 625383104 20,838 322,324 SH   SOLE   322,324 0 0
NASDAQ STOCK MARKET INC COM 631103108 1,855 20,320 SH   SOLE   20,320 0 0
NAVIGANT CONSULTING COM 63935N107 17,972 811,730 SH   SOLE   811,730 0 0
NESTLE S A SPONSORED ADR REPST COM 641069406 2,201 28,415 SH   SOLE   28,415 0 0
NEXSTAR MEDIA GROUP CLASS A COM 65336K103 22,261 303,287 SH   SOLE   303,287 0 0
NEXTERA ENERGY INC COM COM 65339F101 4,040 24,190 SH   SOLE   24,190 0 0
NIKE INC CL B COM 654106103 677 8,500 SH   SOLE   8,500 0 0
NORTHERN TR CORP COM COM 665859104 5,844 56,800 SH   SOLE   56,800 0 0
NOVARTIS AG SPONSORED COM 66987V109 2,580 34,150 SH   SOLE   34,150 0 0
O'REILLY AUTOMOTIVE INC NEW CO COM 67103H107 2,514 9,190 SH   SOLE   9,190 0 0
OCCIDENTAL PETE CORP COM COM 674599105 1,303 15,575 SH   SOLE   15,575 0 0
OLD DOMINION FREIGHT LINE COM 679580100 2,041 13,700 SH   SOLE   13,700 0 0
OLD NATL BANCORP IND COM 680033107 21,389 1,149,920 SH   SOLE   1,149,920 0 0
OMNICELL INC COM 68213N109 18,552 353,711 SH   SOLE   353,711 0 0
ONEMAIN HOLDINGS INC COM 68268W103 1,328 39,900 SH   SOLE   39,900 0 0
OSHKOSH CORP COM COM 688239201 2,015 28,650 SH   SOLE   28,650 0 0
P C CONNECTION INC COM 69318J100 14,459 435,527 SH   SOLE   435,527 0 0
PAYCHEX INC COM COM 704326107 2,302 33,675 SH   SOLE   33,675 0 0
PDC ENERGY INC COM 69327R101 20,473 338,676 SH   SOLE   338,676 0 0
PEPSICO INC COM 713448108 5,374 49,360 SH   SOLE   49,360 0 0
PERKINELMER INC COM 714046109 3,994 54,540 SH   SOLE   54,540 0 0
PFIZER INC COM COM 717081103 2,619 72,195 SH   SOLE   72,195 0 0
PHILIP MORRIS INTL INC COM 718172109 226 2,800 SH   SOLE   2,800 0 0
PHILLIPS 66 COM 718546104 416 3,700 SH   SOLE   3,700 0 0
PLATFORM SPECIALTY PRODUCTS CO COM 72766Q105 1,818 156,700 SH   SOLE   156,700 0 0
POST HLDGS INC COM COM 737446104 783 9,100 SH   SOLE   9,100 0 0
PROCTER & GAMBLE CO COM 742718109 2,704 34,645 SH   SOLE   34,645 0 0
PTC INC COM 69370C100 3,048 32,487 SH   SOLE   32,487 0 0
PURE STORAGE INC CL A COM 74624M102 1,949 81,600 SH   SOLE   81,600 0 0
QUANTA SVCS INC COM COM 74762E102 3,879 116,140 SH   SOLE   116,140 0 0
RAYTHEON CO COM NEW COM 755111507 541 2,800 SH   SOLE   2,800 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,477 24,500 SH   SOLE   24,500 0 0
ROBERT HALF INTERNATIONAL INC COM 770323103 333 5,110 SH   SOLE   5,110 0 0
ROPER INDUSTRIES INC COM 776696106 2,494 9,040 SH   SOLE   9,040 0 0
ROSS STORES INC COM COM 778296103 2,568 30,300 SH   SOLE   30,300 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 741 7,150 SH   SOLE   7,150 0 0
ROYAL DUTCH SHELL PLC SPONSORE COM 780259206 1,163 16,800 SH   SOLE   16,800 0 0
RPM INTL INC COM COM 749685103 956 16,390 SH   SOLE   16,390 0 0
SCHLUMBERGER LTD COM 806857108 3,588 53,530 SH   SOLE   53,530 0 0
SCHULMAN A INC COM 808194104 23,298 523,548 SH   SOLE   523,548 0 0
SEATTLE GENETICS INC COM 812578102 1,607 24,200 SH   SOLE   24,200 0 0
SELECTIVE INS GROUP COM 816300107 28,154 511,897 SH   SOLE   511,897 0 0
SENSIENT TECHNOLOGIES COM 81725T100 21,203 296,332 SH   SOLE   296,332 0 0
SERVICENOW INC COM COM 81762P102 2,013 11,670 SH   SOLE   11,670 0 0
SILICON MOTION TECH F SPONSORE COM 82706C108 16,986 321,154 SH   SOLE   321,154 0 0
SNAP ON INC COM COM 833034101 1,874 11,660 SH   SOLE   11,660 0 0
SONOCO PRODUCTS COMPANY COM 835495102 668 12,725 SH   SOLE   12,725 0 0
SOUTHSIDE BANCSHARES COM 84470P109 17,048 506,175 SH   SOLE   506,175 0 0
SOUTHWEST AIRLS CO COM COM 844741108 494 9,700 SH   SOLE   9,700 0 0
SOUTHWEST GAS CORP COM COM 844895102 351 4,600 SH   SOLE   4,600 0 0
SPLUNK INC COM 848637104 1,288 13,000 SH   SOLE   13,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,355 26,100 SH   SOLE   26,100 0 0
STANDARD MTR PRODS INC COM COM 853666105 11,709 242,228 SH   SOLE   242,228 0 0
STARBUCKS CORP COM COM 855244109 542 11,100 SH   SOLE   11,100 0 0
STIFEL FINANCIAL CO COM 860630102 23,146 442,980 SH   SOLE   442,980 0 0
STURM RUGER & CO INC COM 864159108 10,962 195,744 SH   SOLE   195,744 0 0
SYKES ENTERPRISES COM 871237103 17,047 592,311 SH   SOLE   592,311 0 0
TARGET CORP COM COM 87612E106 2,140 28,111 SH   SOLE   28,111 0 0
TELEFLEX INC COM 879369106 2,210 8,240 SH   SOLE   8,240 0 0
TETRA TECH INC COM 88162G103 22,444 383,662 SH   SOLE   383,662 0 0
TEXAS INSTRUMENTS INC COM 882508104 2,635 23,899 SH   SOLE   23,899 0 0
THERMO FISHER CORP COM COM 883556102 694 3,350 SH   SOLE   3,350 0 0
TIMKEN CO COM COM 887389104 2,186 50,200 SH   SOLE   50,200 0 0
TJX COS INC NEW COM COM 872540109 3,405 35,770 SH   SOLE   35,770 0 0
TOTAL SYS SVCS INC COM COM 891906109 2,622 31,025 SH   SOLE   31,025 0 0
TRACTOR SUPPLY CO COM COM 892356106 281 3,680 SH   SOLE   3,680 0 0
TRAVELERS COS INC COM 89417E109 4,535 37,070 SH   SOLE   37,070 0 0
TWILIO INC CL A COM 90138F102 1,518 27,100 SH   SOLE   27,100 0 0
U M B FINANCIAL CORP COM 902788108 19,403 254,534 SH   SOLE   254,534 0 0
ULTA SALON COSMETICS & COM 90384S303 1,620 6,940 SH   SOLE   6,940 0 0
UNILEVER PLC SPONSORED ADR NEW COM 904767704 2,906 52,570 SH   SOLE   52,570 0 0
UNION BANKSHARES CO COM 90539J109 19,111 491,527 SH   SOLE   491,527 0 0
UNION PAC CORP COM COM 907818108 2,318 16,360 SH   SOLE   16,360 0 0
UNITED BANKSHRS INC COM 909907107 30,583 840,202 SH   SOLE   840,202 0 0
UNITED PARCEL SVC INC CL B COM 911312106 2,238 21,070 SH   SOLE   21,070 0 0
UNITED TECHNOLOGIES CORP COM 913017109 4,711 37,675 SH   SOLE   37,675 0 0
UNITIL CORPORATION COM 913259107 6,474 126,835 SH   SOLE   126,835 0 0
US BANCORP DEL COM 902973304 2,944 58,850 SH   SOLE   58,850 0 0
VAREX IMAGING CORP COM 92214X106 12,108 326,453 SH   SOLE   326,453 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 3,324 66,070 SH   SOLE   66,070 0 0
VISTEON CORP COM 92839U206 2,068 16,000 SH   SOLE   16,000 0 0
WASTE MANAGEMENT INC COM COM 94106L109 594 7,300 SH   SOLE   7,300 0 0
WELLS FARGO & CO NEW COM COM 949746101 2,432 43,870 SH   SOLE   43,870 0 0
WESTERN DIGITAL CORP COM COM 958102105 681 8,800 SH   SOLE   8,800 0 0
XCEL ENERGY INC COM 98389B100 2,357 51,600 SH   SOLE   51,600 0 0
XPO LOGISTICS INC COM 983793100 1,643 16,400 SH   SOLE   16,400 0 0
YUM CHINA HLDGS INC COM 98850P109 1,361 35,400 SH   SOLE   35,400 0 0
ZEBRA TECHNOLOGIES CORP CL A COM 989207105 1,791 12,500 SH   SOLE   12,500 0 0
ZOETIS INC CL A COM 98978V103 2,453 28,800 SH   SOLE   28,800 0 0