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 132 695 SH   SOLE   695 0 0
ABBOTT LABORATORIES COM COM 002824100 140 1,940 SH   SOLE   1,940 0 0
ACTIVISION BLIZZARD INC COM COM 00507V109 293 6,300 SH   SOLE   6,300 0 0
ADOBE SYSTEMS INC (DE) COM 00724F101 498 2,200 SH   SOLE   2,200 0 0
ADVANCED AUTO PTS INC COM 00751Y106 2,330 14,800 SH   SOLE   14,800 0 0
AFFILIATED MANAGERS GROUP COM 008252108 73 745 SH   SOLE   745 0 0
AGREE REALTY CORP COM 008492100 12,658 214,111 SH   SOLE   214,111 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,368 22,400 SH   SOLE   22,400 0 0
ALPHABET INC CAP STK CL A COM 02079K305 10 10 SH   SOLE   10 0 0
ALPHABET INC CAP STK CL C COM 02079K107 1,458 1,408 SH   SOLE   1,408 0 0
AMAZON.COM INC COM COM 023135106 819 545 SH   SOLE   545 0 0
AMBARELLA INC COM G037AX101 9,697 277,220 SH   SOLE   277,220 0 0
AMERICAN HOMES 4 RENT CL A COM 02665T306 474 23,900 SH   SOLE   23,900 0 0
AMERICAN TOWER CORP CL A COM 03027X100 759 4,800 SH   SOLE   4,800 0 0
AMERICAN WOODMARK CORP COM 030506109 12,605 226,384 SH   SOLE   226,384 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 32,367 571,258 SH   SOLE   571,258 0 0
ANALOG DEVICES INC COM COM 032654105 1,253 14,600 SH   SOLE   14,600 0 0
ANGIODYNAMICS INC COM 03475V101 10,139 503,670 SH   SOLE   503,670 0 0
ANIXTER INTERNATIONAL INC COM 035290105 12,747 234,704 SH   SOLE   234,704 0 0
APERGY CORP COM COM 03755L104 839 31,000 SH   SOLE   31,000 0 0
APPLE INC COM 037833100 1,610 10,205 SH   SOLE   10,205 0 0
ARGO GROUP INTERNATIONAL COM G0464B107 18,006 267,747 SH   SOLE   267,747 0 0
AT HOME GROUP INC COM 04650Y100 397 21,300 SH   SOLE   21,300 0 0
ATMOS ENERGY CORP COM COM 049560105 1,103 11,900 SH   SOLE   11,900 0 0
AUTODESK INC COM COM 052769106 1,698 13,200 SH   SOLE   13,200 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 26 200 SH   SOLE   200 0 0
BALCHEM CORP COM 057665200 15,476 197,518 SH   SOLE   197,518 0 0
BARNES GROUP INC COM 067806109 17,206 320,879 SH   SOLE   320,879 0 0
BAXTER INTL INC COM COM 071813109 540 8,200 SH   SOLE   8,200 0 0
BECTON DICKINSON & CO COM COM 075887109 103 455 SH   SOLE   455 0 0
BENCHMARK ELECTRONICS INC COM 08160H101 10,957 517,310 SH   SOLE   517,310 0 0
BERRY PLASTICS GROUP INC COM COM 08579W103 409 8,600 SH   SOLE   8,600 0 0
BIG LOTS INC COM 089302103 8,345 288,558 SH   SOLE   288,558 0 0
BIO TECHNE CORP COM 09073M104 1,042 7,200 SH   SOLE   7,200 0 0
BIOGEN IDEC INC COM COM 09062X103 481 1,600 SH   SOLE   1,600 0 0
BLACKROCK INC COM 09247X101 397 1,010 SH   SOLE   1,010 0 0
BOOKING HOLDINGS INC COM 09857L108 517 300 SH   SOLE   300 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107 615 17,400 SH   SOLE   17,400 0 0
BROADCOM INC COM 11135F101 610 2,400 SH   SOLE   2,400 0 0
BROADRIDGE FINL SOLUTIONS INC COM 11133T103 1,119 11,625 SH   SOLE   11,625 0 0
BURLINGTON STORES INC COM 122017106 57 350 SH   SOLE   350 0 0
CACI INTERNATIONAL INC -CL A COM 127190304 21,560 149,691 SH   SOLE   149,691 0 0
CALAMP CORP COM 128126109 10,769 827,752 SH   SOLE   827,752 0 0
CALLON PETROLEUM CO COM 13123X102 11,784 1,815,665 SH   SOLE   1,815,665 0 0
CAMBREX CORP COM 132011107 10,848 287,282 SH   SOLE   287,282 0 0
CARLISLE COS INC COM 142339100 50 500 SH   SOLE   500 0 0
CAROLINA FINANCIAL CORP COM 143873107 13,512 456,624 SH   SOLE   456,624 0 0
CARPENTER TECHNOLOGY COM 144285103 11,138 312,789 SH   SOLE   312,789 0 0
CARRIZO OIL & GAS INC COM 144577103 8,617 763,277 SH   SOLE   763,277 0 0
CARTER INC COM COM 146229109 433 5,300 SH   SOLE   5,300 0 0
CBRE GROUP INC CL A COM 12504L109 1,033 25,800 SH   SOLE   25,800 0 0
CDK GLOBAL INC COM 12508E101 761 15,900 SH   SOLE   15,900 0 0
CDW CORP COM 12514G108 1,961 24,200 SH   SOLE   24,200 0 0
CELGENE CORP COM COM 151020104 250 3,900 SH   SOLE   3,900 0 0
CENTENE CORP COM 15135B101 1,753 15,200 SH   SOLE   15,200 0 0
CENTERSTATE BANK CORP COM 15201P109 225 10,700 SH   SOLE   10,700 0 0
CHEVRON CORP COM 166764100 84 775 SH   SOLE   775 0 0
CHUBB LIMITED COM H1467J104 523 4,050 SH   SOLE   4,050 0 0
CHURCH & DWIGHT CO INC COM 171340102 2,762 42,000 SH   SOLE   42,000 0 0
CIGNA CORP NEW COMM COM 125523100 646 3,400 SH   SOLE   3,400 0 0
CINTAS CORP COM COM 172908105 991 5,900 SH   SOLE   5,900 0 0
CISCO SYS INC COM 17275R102 874 20,180 SH   SOLE   20,180 0 0
CITRIX SYSTEMS INC COM 177376100 1,947 19,000 SH   SOLE   19,000 0 0
CME GROUP INC COM COM 12572Q105 649 3,450 SH   SOLE   3,450 0 0
COHERENT INC COM 192479103 16 150 SH   SOLE   150 0 0
COLUMBIA BANKING SYSTEM INC COM 197236102 12,030 331,493 SH   SOLE   331,493 0 0
COMCAST CORP CL A COM 20030N101 813 23,875 SH   SOLE   23,875 0 0
COMMSCOPE HLDG CO INC COM 20337X109 59 3,600 SH   SOLE   3,600 0 0
CONCHO RESOURCES INC COM 20605P101 1,223 11,900 SH   SOLE   11,900 0 0
CONSTELLATION BRANDS INC CL A COM 21036P108 402 2,500 SH   SOLE   2,500 0 0
COOPER COS INC COM 216648402 1,832 7,200 SH   SOLE   7,200 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 621 3,050 SH   SOLE   3,050 0 0
CRANE CO COM COM 224399105 1,263 17,500 SH   SOLE   17,500 0 0
CTS CORP COM 126501105 10,038 387,730 SH   SOLE   387,730 0 0
CULLEN FROST BANKERS INC COM 229899109 88 1,000 SH   SOLE   1,000 0 0
D R HORTON INC COM 23331A109 655 18,900 SH   SOLE   18,900 0 0
DAVE & BUSTER'S ENTERTAINMENT COM 238337109 9,879 221,709 SH   SOLE   221,709 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109 519 5,600 SH   SOLE   5,600 0 0
DIGITAL RLTY TR INC COM COM 253868103 1,270 11,915 SH   SOLE   11,915 0 0
DISNEY WALT CO COM COM 254687106 94 860 SH   SOLE   860 0 0
DOLLAR GENERAL CORP COM 256677105 2,691 24,900 SH   SOLE   24,900 0 0
DORMAN PRODUCTS INC COM 258278100 26,245 291,547 SH   SOLE   291,547 0 0
DOVER CORP COM 260003108 667 9,394 SH   SOLE   9,394 0 0
DOWDUPONT INC COM 26078J100 60 1,113 SH   SOLE   1,113 0 0
DUNKIN BRANDS GROUP INC COM COM 265504100 48 750 SH   SOLE   750 0 0
DXC TECHNOLOGY CO COM COM 23355L106 359 6,750 SH   SOLE   6,750 0 0
E TRADE FINANCIAL CORP COM NEW COM 269246401 1,091 24,870 SH   SOLE   24,870 0 0
EASTERLY GOVERNMENT PROPERTI COM 27616P103 18,548 1,182,886 SH   SOLE   1,182,886 0 0
ECOLAB INC COM COM 278865100 25 170 SH   SOLE   170 0 0
EDGEWELL PERS CARE CO COM 28035Q102 21 575 SH   SOLE   575 0 0
EDWARDS LIFESCIENCES CORP COM COM 28176E108 2,206 14,400 SH   SOLE   14,400 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 6,674 112,586 SH   SOLE   112,586 0 0
EMERSON ELEC CO COM COM 291011104 18 300 SH   SOLE   300 0 0
ENERSYS COM 29275Y102 970 12,500 SH   SOLE   12,500 0 0
EOG RESOURCES INC COM 26875P101 394 4,520 SH   SOLE   4,520 0 0
EXLSERVICE HOLDINGS INC COM 302081104 17,044 323,905 SH   SOLE   323,905 0 0
EXXON MOBIL CORP COM 30231G102 580 8,500 SH   SOLE   8,500 0 0
FACEBOOK INC-A COM 30303M102 737 5,625 SH   SOLE   5,625 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 1,481 7,400 SH   SOLE   7,400 0 0
FEDEX CORP COM 31428X106 403 2,500 SH   SOLE   2,500 0 0
FIRST AMERN FINL CORP COM COM 31847R102 732 16,400 SH   SOLE   16,400 0 0
FIRST DATA CORP COM 32008D106 1,393 82,400 SH   SOLE   82,400 0 0
FIRST INDUSTRIAL REALTY TRUST COM 32054K103 349 12,100 SH   SOLE   12,100 0 0
FISERV INC COM 337738108 2,278 31,000 SH   SOLE   31,000 0 0
FIVE BELOW COM 33829M101 1,535 15,000 SH   SOLE   15,000 0 0
FLEETCOR TECHNOLOGIES INC COM COM 339041105 2,310 12,440 SH   SOLE   12,440 0 0
FMC CORP COM 302491303 1,679 22,700 SH   SOLE   22,700 0 0
FORTINET INC COM 34959E109 1,768 25,100 SH   SOLE   25,100 0 0
FORTUNE BRANDS HOME & SEC INC COM 34964C106 342 9,000 SH   SOLE   9,000 0 0
FORWARD AIR CORP COM 349853101 21,183 386,196 SH   SOLE   386,196 0 0
FRANKLIN ELECTRIC CO INC COM 353514102 16,648 388,252 SH   SOLE   388,252 0 0
GALLAGHER ARTHUR J & CO COM 363576109 77 1,050 SH   SOLE   1,050 0 0
GENERAL ELEC CO COM 369604103 9 1,150 SH   SOLE   1,150 0 0
GOLDMAN SACHS GROUP INC COM COM 38141G104 13 80 SH   SOLE   80 0 0
GRAND CANYON ED INC COM 38526M106 1,077 11,200 SH   SOLE   11,200 0 0
GRANITE CONSTRUCTION INC COM 387328107 16,057 398,628 SH   SOLE   398,628 0 0
GRAPHIC PACKAGING HOLDING COMP COM 388689101 334 31,400 SH   SOLE   31,400 0 0
GREAT WESTERN BANCORP INC COM 391416104 10,510 336,311 SH   SOLE   336,311 0 0
HARRIS CORP DEL COM COM 413875105 1,979 14,700 SH   SOLE   14,700 0 0
HOME DEPOT INC COM COM 437076102 782 4,550 SH   SOLE   4,550 0 0
HUNTINGTON BANCSHARES INC COM COM 446150104 291 24,400 SH   SOLE   24,400 0 0
IAC/INTERACTIVECORP COM 44919P508 1,995 10,900 SH   SOLE   10,900 0 0
ICON PLC SHS COM G4705A100 74 575 SH   SOLE   575 0 0
IDACORP INC COM 451107106 23,271 250,064 SH   SOLE   250,064 0 0
IMAX CORP COM 45245E109 278 14,800 SH   SOLE   14,800 0 0
INCYTE CORP COM 45337C102 1,310 20,600 SH   SOLE   20,600 0 0
INGREDION INC COM COM 457187102 311 3,400 SH   SOLE   3,400 0 0
INPHI CORP COM 45772F107 1,341 41,700 SH   SOLE   41,700 0 0
INSULET CORP COM 45784P101 1,333 16,800 SH   SOLE   16,800 0 0
INTEGRA LIFESCIENCES HOLDING COM 457985208 17,555 389,246 SH   SOLE   389,246 0 0
INTEL CORP COM 458140100 28 600 SH   SOLE   600 0 0
INTERCEPT PHARMACEUTICALS, INC COM 45845P108 1,351 13,400 SH   SOLE   13,400 0 0
ITT INC COM 45073V108 1,603 33,200 SH   SOLE   33,200 0 0
JACK HENRY & ASSOCIATES INC COM 426281101 1,113 8,800 SH   SOLE   8,800 0 0
JONES LANG LASALLE INC COM 48020Q107 22 175 SH   SOLE   175 0 0
JPMORGAN CHASE & CO COM 46625H100 1,198 12,275 SH   SOLE   12,275 0 0
KAR AUCTION SERVICES INC COM 48238T109 1,809 37,900 SH   SOLE   37,900 0 0
KEYCORP NEW COM COM 493267108 1,367 92,500 SH   SOLE   92,500 0 0
KFORCE INC COM 493732101 14,436 466,889 SH   SOLE   466,889 0 0
L3 TECHNOLOGIES INC COM 502413107 1,459 8,400 SH   SOLE   8,400 0 0
LA-Z-BOY INC COM 505336107 7,856 283,495 SH   SOLE   283,495 0 0
LABORATORY CORP AMER HLDGS COM COM 50540R409 366 2,900 SH   SOLE   2,900 0 0
LAM RESH CORP COM COM 512807108 1,049 7,700 SH   SOLE   7,700 0 0
LAMAR ADVERTISING CO COM 512816109 42 600 SH   SOLE   600 0 0
LAMB WESTON HLDGS INC COM 513272104 2,021 27,470 SH   SOLE   27,470 0 0
LHC GROUP INC COM 50187A107 24,152 257,261 SH   SOLE   257,261 0 0
LILLY ELI & CO COM COM 532457108 868 7,500 SH   SOLE   7,500 0 0
LITTELFUSE INC COM 537008104 14,863 86,672 SH   SOLE   86,672 0 0
LKQ CORP COM COM 501889208 47 2,000 SH   SOLE   2,000 0 0
LTC PROPERTIES INC COM 502175102 16,330 391,795 SH   SOLE   391,795 0 0
LYDALL INC COM 550819106 6,576 323,774 SH   SOLE   323,774 0 0
MADISON SQUARE GARDEN CO CL A COM 55825T103 1,178 4,400 SH   SOLE   4,400 0 0
MANULIFE FINL CORP COM COM 56501R106 204 14,400 SH   SOLE   14,400 0 0
MARCUS & MILLICHAP INC COM 566324109 20,251 589,897 SH   SOLE   589,897 0 0
MARKEL CORP COM 570535104 16 15 SH   SOLE   15 0 0
MARTIN MARIETTA MATERIALS COM 573284106 1,409 8,200 SH   SOLE   8,200 0 0
MASIMO CORP COM 574795100 11,655 108,550 SH   SOLE   108,550 0 0
MASTEC INC COM 576323109 1,529 37,700 SH   SOLE   37,700 0 0
MASTERCARD INC CL A COM 57636Q104 698 3,700 SH   SOLE   3,700 0 0
MATADOR RESOURCES CO COM 576485205 12,704 818,056 SH   SOLE   818,056 0 0
MAXIMUS INC COM COM 577933104 52 800 SH   SOLE   800 0 0
MEDTRONIC INC COM G5960L103 27 300 SH   SOLE   300 0 0
MERCANTILE BANK CORP COM 587376104 9,613 340,147 SH   SOLE   340,147 0 0
METHODE ELECTRONICS INC COM 591520200 9,466 406,431 SH   SOLE   406,431 0 0
MICROCHIP TECHNOLOGY INC COM COM 595017104 1,381 19,200 SH   SOLE   19,200 0 0
MICROSOFT CORP COM 594918104 1,871 18,420 SH   SOLE   18,420 0 0
MOHAWK INDUSTRIES INC COM 608190104 58 500 SH   SOLE   500 0 0
MSG NETWORK INC CL A COM 553573106 13,975 593,174 SH   SOLE   593,174 0 0
MTS SYSTEMS CORP COM 553777103 15,678 390,672 SH   SOLE   390,672 0 0
MULTI-COLOR CORP COM 625383104 9,559 272,402 SH   SOLE   272,402 0 0
NASDAQ STOCK MARKET INC COM 631103108 1,494 18,320 SH   SOLE   18,320 0 0
NATIONAL INSTRS CORP COM 636518102 28 625 SH   SOLE   625 0 0
NAVIGANT CONSULTING INC COM 63935N107 18,241 758,459 SH   SOLE   758,459 0 0
NEXSTAR MEDIA GROUP INC COM 65336K103 22,166 281,867 SH   SOLE   281,867 0 0
NEXTERA ENERGY INC COM COM 65339F101 643 3,700 SH   SOLE   3,700 0 0
NIKE INC CL B COM 654106103 512 6,900 SH   SOLE   6,900 0 0
NORTHERN TR CORP COM COM 665859104 1,808 21,625 SH   SOLE   21,625 0 0
O'REILLY AUTOMOTIVE INC NEW CO COM 67103H107 2,734 7,940 SH   SOLE   7,940 0 0
OCCIDENTAL PETE CORP COM COM 674599105 347 5,650 SH   SOLE   5,650 0 0
OLD DOMINION FREIGHT LINE COM 679580100 1,371 11,100 SH   SOLE   11,100 0 0
OLD NATIONAL BANCORP COM 680033107 16,458 1,068,697 SH   SOLE   1,068,697 0 0
OMNICELL INC COM 68213N109 19,967 326,051 SH   SOLE   326,051 0 0
ONEMAIN HOLDINGS INC COM 68268W103 857 35,300 SH   SOLE   35,300 0 0
OSHKOSH CORP COM COM 688239201 1,277 20,825 SH   SOLE   20,825 0 0
PARSLEY ENERGY INC CL A COM 701877102 37 2,325 SH   SOLE   2,325 0 0
PAYCHEX INC COM COM 704326107 1,446 22,200 SH   SOLE   22,200 0 0
PC CONNECTION INC COM 69318J100 12,085 406,488 SH   SOLE   406,488 0 0
PEPSICO INC COM 713448108 93 840 SH   SOLE   840 0 0
PERKINELMER INC COM 714046109 1,192 15,175 SH   SOLE   15,175 0 0
PHILLIPS 66 COM 718546104 310 3,600 SH   SOLE   3,600 0 0
PLATFORM SPECIALTY PRODUCTS CO COM 72766Q105 1,589 153,800 SH   SOLE   153,800 0 0
POST HLDGS INC COM COM 737446104 1,453 16,300 SH   SOLE   16,300 0 0
PROCTER & GAMBLE CO COM 742718109 91 995 SH   SOLE   995 0 0
PTC INC COM 69370C100 142 1,715 SH   SOLE   1,715 0 0
PURE STORAGE INC CL A COM 74624M102 1,084 67,400 SH   SOLE   67,400 0 0
QUANTA SVCS INC COM COM 74762E102 1,835 60,975 SH   SOLE   60,975 0 0
RAYTHEON CO COM NEW COM 755111507 391 2,550 SH   SOLE   2,550 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,334 25,500 SH   SOLE   25,500 0 0
ROBERT HALF INTERNATIONAL INC COM 770323103 47 825 SH   SOLE   825 0 0
ROPER INDUSTRIES INC COM 776696106 1,735 6,510 SH   SOLE   6,510 0 0
ROSS STORES INC COM COM 778296103 2,296 27,600 SH   SOLE   27,600 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 406 4,150 SH   SOLE   4,150 0 0
RPM INTL INC COM COM 749685103 72 1,225 SH   SOLE   1,225 0 0
Sarepta Therapeutics Inc COM 803607100 1,451 13,300 SH   SOLE   13,300 0 0
SCHLUMBERGER LTD COM 806857108 84 2,325 SH   SOLE   2,325 0 0
SEATTLE GENETICS INC COM 812578102 1,048 18,500 SH   SOLE   18,500 0 0
SELECTIVE INSURANCE GROUP COM 816300107 28,798 472,568 SH   SOLE   472,568 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 15,013 268,807 SH   SOLE   268,807 0 0
SERVICENOW INC COM COM 81762P102 2,190 12,300 SH   SOLE   12,300 0 0
SILICON MOTION TECHNOL-ADR COM 82706C108 10,145 294,066 SH   SOLE   294,066 0 0
SNAP ON INC COM COM 833034101 44 300 SH   SOLE   300 0 0
SONOCO PRODUCTS COMPANY COM 835495102 46 875 SH   SOLE   875 0 0
SOUTH ST CORP COM COM 840441109 14,182 236,565 SH   SOLE   236,565 0 0
SOUTHWEST AIRLS CO COM COM 844741108 437 9,400 SH   SOLE   9,400 0 0
SOUTHWEST GAS CORP COM COM 844895102 352 4,600 SH   SOLE   4,600 0 0
SPLUNK INC COM 848637104 1,646 15,700 SH   SOLE   15,700 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,899 42,100 SH   SOLE   42,100 0 0
STANDARD MOTOR PRODS COM 853666105 11,005 227,240 SH   SOLE   227,240 0 0
STARBUCKS CORP COM COM 855244109 103 1,600 SH   SOLE   1,600 0 0
STIFEL FINANCIAL CORP COM 860630102 18,020 435,047 SH   SOLE   435,047 0 0
STURM RUGER & CO INC COM 864159108 9,664 181,589 SH   SOLE   181,589 0 0
SUN CMNTYS INC COM COM 866674104 1,574 15,480 SH   SOLE   15,480 0 0
SYKES ENTERPRISES INC COM 871237103 13,446 543,703 SH   SOLE   543,703 0 0
TARGET CORP COM COM 87612E106 90 1,355 SH   SOLE   1,355 0 0
TD AMERITRADE HLDG CORP COM COM 87236Y108 19 398 SH   SOLE   398 0 0
TELEFLEX INC COM 879369106 1,587 6,140 SH   SOLE   6,140 0 0
TETRA TECH INC COM 88162G103 18,224 352,022 SH   SOLE   352,022 0 0
THERMO FISHER CORP COM COM 883556102 739 3,300 SH   SOLE   3,300 0 0
TIMKEN CO COM COM 887389104 1,545 41,400 SH   SOLE   41,400 0 0
TOTAL SYS SVCS INC COM COM 891906109 65 800 SH   SOLE   800 0 0
TRACTOR SUPPLY CO COM COM 892356106 58 700 SH   SOLE   700 0 0
TRAVELERS COS INC COM 89417E109 69 580 SH   SOLE   580 0 0
TWILIO INC CL A COM 90138F102 2,179 24,400 SH   SOLE   24,400 0 0
TWITTER INC COM COM 90184L102 1,043 36,300 SH   SOLE   36,300 0 0
ULTA SALON COSMETICS & COM 90384S303 1,650 6,740 SH   SOLE   6,740 0 0
UMB FINANCIAL CORP COM 902788108 14,173 232,459 SH   SOLE   232,459 0 0
UNION BANKSHARES CORP COM 90539J109 15,597 552,503 SH   SOLE   552,503 0 0
UNION PAC CORP COM COM 907818108 42 305 SH   SOLE   305 0 0
UNITED BANKSHARES INC COM 909907107 20,735 666,518 SH   SOLE   666,518 0 0
UNITED TECHNOLOGIES CORP COM 913017109 69 650 SH   SOLE   650 0 0
UNITIL CORP COM 913259107 8,929 176,327 SH   SOLE   176,327 0 0
US BANCORP DEL COM 902973304 398 8,700 SH   SOLE   8,700 0 0
VAREX IMAGING CORP COM 92214X106 7,081 299,028 SH   SOLE   299,028 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 973 17,310 SH   SOLE   17,310 0 0
WASTE MANAGEMENT INC COM COM 94106L109 650 7,300 SH   SOLE   7,300 0 0
WELLS FARGO & CO NEW COM COM 949746101 378 8,200 SH   SOLE   8,200 0 0
XPO LOGISTICS INC COM 983793100 1,192 20,900 SH   SOLE   20,900 0 0
YUM CHINA HLDGS INC COM 98850P109 355 10,600 SH   SOLE   10,600 0 0
ZEBRA TECHNOLOGIES CORP CL A COM 989207105 2,166 13,600 SH   SOLE   13,600 0 0
ZOETIS INC CL A COM 98978V103 496 5,800 SH   SOLE   5,800 0 0