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 COM 88579y101 1,874 11,702 SH   SOLE   11,702 0 0
ACUITY BRANDS INC COM COM 00508Y102 44,875 438,443 SH   SOLE   310,690 0 127,753
AEGION CORP COM COM 00770F104 146 10,312 SH   SOLE   55 0 10,257
ALLIED MOTION TECHNOLOGIES INC COM 019330109 212 5,143 SH   SOLE   27 0 5,116
ALLISON TRANSMISSION HLDGS INC COM 01973R101 34,338 977,170 SH   SOLE   650,690 0 326,480
ALPHABET INC CAP STK CL A COM 02079K305 20,410 13,926 SH   SOLE   10,079 0 3,847
ALTRIA GROUP INC COM COM 02209s103 5,557 143,807 SH   SOLE   141,950 0 1,857
AMC NETWORKS INC CL A COM 00164v103 1,282 51,897 SH   SOLE   10,200 0 41,697
AMERICAN EXPRESS CO COM COM 025816109 6,134 61,188 SH   SOLE   60,379 0 809
AMERICAN PUBLIC EDUCATION INC COM 02913V103 213 7,571 SH   SOLE   40 0 7,531
AMERICAN RENAL ASSOCIATES HOLD COM 029227105 126 18,274 SH   SOLE   97 0 18,177
AMGEN INC COM COM 031162100 34,775 136,824 SH   SOLE   92,836 0 43,988
ANTHEM INC COM COM 036752103 25,977 96,717 SH   SOLE   78,425 0 18,292
APPLE INC COM COM 037833100 34,106 294,496 SH   SOLE   209,015 0 85,481
APPLIED INDL TECHNOLOGIES INC COM 03820C105 1,260 22,865 SH   SOLE   4,494 0 18,371
ARISTA NETWORKS INC COM COM 040413106 10,511 50,797 SH   SOLE   27,432 0 23,365
ASGN INC COM COM 00191U102 714 11,229 SH   SOLE   2,218 0 9,011
ASSOCIATED BANC CORP COM COM 045487105 1,059 83,925 SH   SOLE   16,616 0 67,309
BANK OZK COM COM 06417N103 1,512 70,900 SH   SOLE   14,004 0 56,896
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 50,001 234,811 SH   SOLE   144,098 0 90,713
BIOGEN INC COM COM 09062X103 34,692 122,294 SH   SOLE   82,861 0 39,433
BK OF AMERICA CORP COM COM 060505104 35,610 1,478,218 SH   SOLE   1,191,124 0 287,094
BLOCK H & R INC COM COM 093671105 9,482 582,063 SH   SOLE   436,720 0 145,343
BOOKING HOLDINGS INC COM COM 09857L108 845 494 SH   SOLE   0 0 494
BRIDGEWATER BANCSHARES INC COM COM 108621103 793 83,567 SH   SOLE   16,409 0 67,158
BRISTOL-MYERS SQUIBB CO COM COM 110122108 2,811 46,620 SH   SOLE   46,620 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 29,182 406,097 SH   SOLE   299,766 0 106,331
CARDINAL HEALTH INC COM COM 14149Y108 856 18,238 SH   SOLE   0 0 18,238
CATALYST PHARMACEUTICALS INC C COM 14888U101 230 77,523 SH   SOLE   409 0 77,114
CBM BANCORP INC COM COM 1248XT104 262 21,360 SH   SOLE   2,679 0 18,681
CELESTICA INC SUB VTG SHS COM 15101Q108 118 17,164 SH   SOLE   90 0 17,074
CENTRAL GARDEN & PET CO CL A N COM 153527205 1,035 28,642 SH   SOLE   5,621 0 23,021
CHECK POINT SOFTWARE TECH LTD COM m22465104 6,017 50,000 SH   SOLE   37,516 0 12,484
CIMPRESS PLC SHS EURO COM G2143T103 1,439 19,141 SH   SOLE   3,781 0 15,360
CIRRUS LOGIC INC COM COM 172755100 7,536 111,725 SH   SOLE   83,537 0 28,188
CISCO SYS INC COM COM 17275R102 27,747 704,413 SH   SOLE   463,088 0 241,325
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 9,024 129,989 SH   SOLE   128,291 0 1,698
COLLECTORS UNIVERSE INC COM NE COM 19421R200 218 4,400 SH   SOLE   23 0 4,377
COMFORT SYS USA INC COM COM 199908104 1,716 33,321 SH   SOLE   6,543 0 26,778
COSTCO WHSL CORP NEW COM COM 22160k105 363 1,023 SH   SOLE   1,023 0 0
CRANE CO COM COM 224399105 895 17,860 SH   SOLE   3,512 0 14,348
CRH MED CORP COM COM 12626F105 176 81,193 SH   SOLE   428 0 80,765
CROWN CRAFTS INC COM COM 228309100 157 27,864 SH   SOLE   147 0 27,717
CSG SYS INTL INC COM COM 126349109 1,404 34,283 SH   SOLE   6,772 0 27,511
CUMMINS INC COM COM 231021106 27,526 130,356 SH   SOLE   86,554 0 43,802
CURTISS WRIGHT CORP COM COM 231561101 6,818 73,107 SH   SOLE   55,091 0 18,016
CVS HEALTH CORP COM COM 126650100 28,977 496,175 SH   SOLE   401,088 0 95,087
DISCOVER FINL SVCS COM COM 254709108 19,891 344,253 SH   SOLE   187,147 0 157,106
DISCOVERY INC COM SER C COM 25470F302 44,818 2,286,633 SH   SOLE   1,594,145 0 692,488
DOLBY LABORATORIES INC COM CL COM 25659T107 7,523 113,507 SH   SOLE   112,039 0 1,468
EAGLE BANCORP INC MD COM COM 268948106 1,257 46,937 SH   SOLE   9,272 0 37,665
EBAY INC. COM COM 278642103 26,532 509,253 SH   SOLE   408,946 0 100,307
ECHO GLOBAL LOGISTICS INC COM COM 27875T101 1,737 67,421 SH   SOLE   13,238 0 54,183
EDGEWELL PERS CARE CO COM COM 28035Q102 1,428 51,224 SH   SOLE   10,012 0 41,212
EMCOR GROUP INC COM COM 29084Q100 1,599 23,619 SH   SOLE   4,637 0 18,982
ENDURANCE INTL GROUP HLDGS INC COM 29272B105 261 45,552 SH   SOLE   241 0 45,311
ENNIS INC COM COM 293389102 245 14,030 SH   SOLE   74 0 13,956
EVERTEC INC COM COM 30040P103 1,571 45,268 SH   SOLE   8,942 0 36,326
EXPEDIA GROUP INC COM NEW COM 30212p303 29,638 323,236 SH   SOLE   206,875 0 116,361
F5 NETWORKS INC COM COM 315616102 14,796 120,517 SH   SOLE   57,722 0 62,795
FACEBOOK INC CL A COM 30303M102 5,998 22,901 SH   SOLE   6,486 0 16,415
FEDERAL SIGNAL CORP COM COM 313855108 1,256 42,932 SH   SOLE   8,480 0 34,452
FIRST FINANCIAL NORTHWEST INC COM 32022K102 281 30,762 SH   SOLE   7,561 0 23,201
FIRST HAWAIIAN INC COM COM 32051X108 925 63,913 SH   SOLE   12,561 0 51,352
FIRST INTERNET BANCORP COM COM 320557101 1,271 86,283 SH   SOLE   16,816 0 69,467
FIRST NORTHWEST BANCORP COM COM 335834107 237 23,958 SH   SOLE   126 0 23,832
FLAGSTAR BANCORP INC COM PAR . COM 337930705 1,612 54,410 SH   SOLE   10,737 0 43,673
FLIR SYS INC COM COM 302445101 2,351 65,565 SH   SOLE   65,565 0 0
FTI CONSULTING INC COM COM 302941109 600 5,662 SH   SOLE   1,112 0 4,550
GCI LIBERTY INC COM CLASS A COM 36164V305 1,294 15,791 SH   SOLE   0 0 15,791
GENTHERM INC COM COM 37253A103 1,493 36,499 SH   SOLE   7,114 0 29,385
GILEAD SCIENCES INC COM COM 375558103 644 10,184 SH   SOLE   10,184 0 0
GOLDMAN SACHS GROUP INC COM COM 38141g104 35,934 178,803 SH   SOLE   141,729 0 37,074
GRAHAM HLDGS CO COM CL B COM 384637104 8,706 21,543 SH   SOLE   15,912 0 5,631
GREEN DOT CORP CL A COM 39304D102 630 12,455 SH   SOLE   2,461 0 9,994
HARVARD BIOSCIENCE INC COM COM 416906105 102 34,022 SH   SOLE   180 0 33,842
HAWKINS INC COM COM 420261109 298 6,469 SH   SOLE   34 0 6,435
HEALTHSTREAM INC COM COM 42222N103 232 11,575 SH   SOLE   61 0 11,514
HMN FINL INC COM COM 40424G108 181 13,654 SH   SOLE   72 0 13,582
HNI CORP COM COM 404251100 809 25,790 SH   SOLE   5,071 0 20,719
HOMESTREET INC COM COM 43785V102 1,201 46,605 SH   SOLE   9,159 0 37,446
HOWARD HUGHES CORP COM COM 44267D107 6,578 114,195 SH   SOLE   85,690 0 28,505
ICHOR HOLDINGS SHS COM G4740B105 253 11,710 SH   SOLE   62 0 11,648
IF BANCORP INC COM COM 44951J105 272 17,610 SH   SOLE   3,937 0 13,673
INDEPENDENT BK CORP MICH COM N COM 453838609 1,163 92,514 SH   SOLE   18,276 0 74,238
INTEL CORP COM COM 458140100 14,060 271,536 SH   SOLE   161,923 0 109,613
INTERNATIONAL MNY EXPRESS INC COM 46005L101 193 13,406 SH   SOLE   71 0 13,335
INVESTORS BANCORP INC NEW COM COM 46146L101 1,211 166,807 SH   SOLE   32,753 0 134,054
J2 GLOBAL INC COM COM 48123V102 1,778 25,688 SH   SOLE   5,044 0 20,644
JANUS HENDERSON GROUP PLC ORD COM G4474Y214 1,193 54,927 SH   SOLE   10,783 0 44,144
JAZZ PHARMACEUTICALS PLC SHS U COM G50871105 7,547 52,929 SH   SOLE   40,273 0 12,656
JOHNSON & JOHNSON COM COM 478160104 36,083 242,362 SH   SOLE   160,114 0 82,248
JPMORGAN CHASE & CO COM COM 46625H100 46,436 482,353 SH   SOLE   330,429 0 151,924
KAMADA LTD SHS COM M6240T109 176 21,078 SH   SOLE   111 0 20,967
KIMBALL INTL INC CL B COM 494274103 172 16,337 SH   SOLE   86 0 16,251
LAM RESEARCH CORP COM COM 512807108 7,007 21,122 SH   SOLE   20,858 0 264
LANDSTAR SYS INC COM COM 515098101 15,654 124,744 SH   SOLE   92,924 0 31,820
LEAR CORP COM NEW COM 521865204 7,005 64,238 SH   SOLE   63,392 0 846
LIBERTY BROADBAND CORP COM SER COM 530307107 33,648 237,278 SH   SOLE   198,442 0 38,836
LIBERTY BROADBAND CORP COM SER COM 530307305 22,026 154,169 SH   SOLE   80,235 0 73,934
LIBERTY MEDIA CORP DEL COM A S COM 531229409 280 8,431 SH   SOLE   8,431 0 0
LIBERTY MEDIA CORP DEL COM C S COM 531229607 50,939 1,539,869 SH   SOLE   1,032,550 0 507,319
LIBERTY MEDIA CORP SERIES C LI COM 531229854 56,417 1,555,460 SH   SOLE   1,066,345 0 489,115
LILLY ELI & CO COM COM 532457108 1,920 12,972 SH   SOLE   12,972 0 0
LITHIA MTRS INC CL A COM 536797103 1,447 6,348 SH   SOLE   1,255 0 5,093
MADISON SQUARE GRDN ENTERTNMNT COM 55826T102 837 12,224 SH   SOLE   1,275 0 10,949
MADISON SQUARE GRDN SPRT CORP COM 55825T103 711 4,723 SH   SOLE   0 0 4,723
MAGIC SOFTWARE ENTERPRISES LTD COM 559166103 363 27,664 SH   SOLE   146 0 27,518
MANPOWERGROUP INC COM COM 56418H100 775 10,575 SH   SOLE   0 0 10,575
MARKEL CORP COM COM 570535104 8,508 8,738 SH   SOLE   6,557 0 2,181
MATTHEWS INTL CORP CL A COM 577128101 1,300 58,129 SH   SOLE   11,440 0 46,689
MCKESSON CORP COM COM 58155Q103 27,807 186,713 SH   SOLE   176,553 0 10,160
MERCK & CO. INC COM COM 58933Y105 330 3,976 SH   SOLE   3,976 0 0
MERIDIAN BANCORP INC MD COM COM 58958U103 1,459 140,990 SH   SOLE   27,850 0 113,140
MERITAGE HOMES CORP COM COM 59001A102 1,029 9,317 SH   SOLE   1,831 0 7,486
METHODE ELECTRS INC COM COM 591520200 1,253 43,976 SH   SOLE   8,635 0 35,341
MICROSOFT CORP COM COM 594918104 29,630 140,872 SH   SOLE   98,389 0 42,483
MILLER HERMAN INC COM COM 600544100 1,155 38,308 SH   SOLE   7,568 0 30,740
MILLER INDS INC TENN COM NEW COM 600551204 209 6,821 SH   SOLE   36 0 6,785
MSC INDL DIRECT INC CL A COM 553530106 19,794 312,803 SH   SOLE   223,051 0 89,752
MYERS INDS INC COM COM 628464109 888 67,083 SH   SOLE   13,169 0 53,914
NETAPP INC COM COM 64110D104 30,693 700,110 SH   SOLE   563,780 0 136,330
NEW YORK CMNTY BANCORP INC COM COM 649445103 584 70,599 SH   SOLE   13,946 0 56,653
NEXTGEN HEALTHCARE INC COM COM 65343C102 193 15,162 SH   SOLE   80 0 15,082
NIC INC COM COM 62914B100 1,455 73,881 SH   SOLE   14,504 0 59,377
NORTHROP GRUMMAN CORP COM COM 666807102 22,430 71,095 SH   SOLE   57,479 0 13,616
NU SKIN ENTERPRISES INC CL A COM 67018T105 2,073 41,386 SH   SOLE   8,134 0 33,252
OCEAN BIO CHEM INC COM COM 674631106 157 10,956 SH   SOLE   58 0 10,898
ORACLE CORP COM COM 68389X105 17,180 287,775 SH   SOLE   172,373 0 115,402
PACWEST BANCORP DEL COM COM 695263103 6,947 406,752 SH   SOLE   308,616 0 98,136
PERFICIENT INC COM COM 71375U101 844 19,745 SH   SOLE   3,877 0 15,868
PGT INNOVATIONS INC COM COM 69336V101 1,722 98,274 SH   SOLE   19,296 0 78,978
PLEXUS CORP COM COM 729132100 1,269 17,964 SH   SOLE   3,527 0 14,437
POINTS INTL LTD COM NEW COM 730843208 114 11,818 SH   SOLE   62 0 11,756
PRESTIGE CONSMR HEALTHCARE INC COM 74112D101 1,568 43,046 SH   SOLE   8,423 0 34,623
PROCTER AND GAMBLE CO COM COM 742718109 208 1,500 SH   SOLE   1,500 0 0
PROVIDENT BANCORP INC COM NEW COM 74383L105 150 19,281 SH   SOLE   4,876 0 14,405
QUANEX BUILDING PRODUCTS CORP COM 747619104 219 11,866 SH   SOLE   62 0 11,804
QUEST DIAGNOSTICS INC COM COM 74834L100 13,364 116,726 SH   SOLE   56,213 0 60,513
REGAL BELOIT CORP COM COM 758750103 2,197 23,403 SH   SOLE   4,595 0 18,808
REGENERON PHARMACEUTICALS COM COM 75886F107 20,003 35,734 SH   SOLE   28,535 0 7,199
RESOURCES CONNECTION INC COM COM 76122q105 220 19,042 SH   SOLE   100 0 18,942
ROBERT HALF INTL INC COM COM 770323103 21,339 403,079 SH   SOLE   307,670 0 95,409
ROCKY BRANDS INC COM COM 774515100 260 10,479 SH   SOLE   55 0 10,424
SANMINA CORPORATION COM COM 801056102 1,181 43,647 SH   SOLE   8,569 0 35,078
SCHWEITZER-MAUDUIT INTL INC CO COM 808541106 960 31,590 SH   SOLE   6,201 0 25,389
SCIPLAY CORPORATION CL A COM 809087109 970 59,772 SH   SOLE   11,808 0 47,964
SEAGATE TECHNOLOGY PLC SHS COM G7945M107 939 19,054 SH   SOLE   0 0 19,054
SEIZERT CAPITAL PARTNERS LARGE COM 74048B484 6,883 392,385 SH   SOLE   0 0 392,385
SIERRA BANCORP COM COM 82620P102 1,286 76,620 SH   SOLE   15,135 0 61,485
SKYWORKS SOLUTIONS INC COM COM 83088M102 26,043 178,993 SH   SOLE   148,967 0 30,026
SOUND FINL BANCORP INC COM COM 83607A100 263 8,964 SH   SOLE   47 0 8,917
SPROUTS FMRS MKT INC COM COM 85208M102 556 26,584 SH   SOLE   5,217 0 21,367
STERLING BANCORP INC COM COM 85917W102 134 44,354 SH   SOLE   234 0 44,120
SYSCO CORP COM COM 871829107 13,588 218,381 SH   SOLE   163,836 0 54,545
TARGET CORP COM COM 87612e106 241 1,532 SH   SOLE   1,532 0 0
TEGNA INC COM COM 87901J105 1,136 96,708 SH   SOLE   19,013 0 77,695
TERRITORIAL BANCORP INC COM COM 88145x108 252 12,437 SH   SOLE   66 0 12,371
TIMKEN CO COM COM 887389104 15,086 278,234 SH   SOLE   204,823 0 73,411
TRANE TECHNOLOGIES PLC SHS COM G8994E103 33,095 272,950 SH   SOLE   221,194 0 51,756
TREEHOUSE FOODS INC COM COM 89469A104 910 22,452 SH   SOLE   4,412 0 18,040
TRINET GROUP INC COM COM 896288107 597 10,056 SH   SOLE   1,986 0 8,070
TRUEBLUE INC COM COM 89785X101 1,095 70,719 SH   SOLE   13,883 0 56,836
TTEC HLDGS INC COM COM 89854H102 2,180 39,969 SH   SOLE   7,850 0 32,119
UNITED THERAPEUTICS CORP DEL C COM 91307c102 8,464 83,803 SH   SOLE   63,092 0 20,711
UNITEDHEALTH GROUP INC COM COM 91324P102 267 858 SH   SOLE   858 0 0
UNIVERSAL HLTH SVCS INC CL B COM 913903100 7,188 67,167 SH   SOLE   50,612 0 16,555
UTAH MED PRODS INC COM COM 917488108 272 3,411 SH   SOLE   18 0 3,393
VECTRUS INC COM COM 92242T101 205 5,382 SH   SOLE   28 0 5,354
VERIZON COMMUNICATIONS INC COM COM 92343v104 26,050 437,886 SH   SOLE   352,540 0 85,346
WALMART INC COM COM 931142103 26,211 187,345 SH   SOLE   151,905 0 35,440
WASHINGTON FED INC COM COM 938824109 960 46,023 SH   SOLE   9,040 0 36,983
WATERSTONE FINL INC MD COM COM 94188P101 1,507 97,264 SH   SOLE   19,117 0 78,147
WELLS FARGO CO NEW COM COM 949746101 7,819 332,591 SH   SOLE   80,644 0 251,947
WESTERN DIGITAL CORP. COM COM 958102105 27,987 765,705 SH   SOLE   629,487 0 136,218
WESTERN NEW ENG BANCORP INC CO COM 958892101 340 60,357 SH   SOLE   12,770 0 47,587
WINMARK CORP COM COM 974250102 297 1,725 SH   SOLE   9 0 1,716
XEROX HOLDINGS CORP COM NEW COM 98421M106 1,725 91,906 SH   SOLE   18,157 0 73,749
ZIONS BANCORPORATION N A COM COM 989701107 7,919 271,013 SH   SOLE   203,384 0 67,629
ZUMIEZ INC COM COM 989817101 1,218 43,765 SH   SOLE   8,647 0 35,118
QURATE RETAIL INC NT CAL 31 PFD 74915M308 644 6,533 SH   SOLE   6,533 0 0
INVESCO EXCH TRD SLF IDX FD TR COM 46138J502 352 16,591 SH   SOLE   16,591 0 0
ISHARES TR IBOXX INV CP ETF COM 464287242 970 7,199 SH   SOLE   7,199 0 0
ISHARES TR ULTR SH TRM BD COM 46434V878 3,357 66,391 SH   SOLE   66,391 0 0
VANGUARD BD INDEX FDS SHORT TR COM 921937827 2,063 24,840 SH   SOLE   24,840 0 0
VANGUARD SCOTTSDALE FDS SHORT COM 92206C102 4,345 69,980 SH   SOLE   69,980 0 0
VANGUARD SCOTTSDALE FDS SHRT T COM 92206C409 298 3,601 SH   SOLE   3,601 0 0
CRITEO S A SPONS ADS ADR 226718104 1,577 129,341 SH   SOLE   25,431 0 103,910
MIX TELEMATICS LTD SPONSORED A ADR 60688N102 197 22,023 SH   SOLE   116 0 21,907