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
ALEXANDER & BALDWIN INC REIT 014491104 895 48,880 SH   SOLE   19,025 0 29,855
APPLE HOSPITALITY REIT REIT 03784Y200 9,825 643,839 SH   SOLE   180,268 0 463,571
BRANDYWINE REALTY TRUST REIT 105368203 3,805 277,499 SH   SOLE   85,050 0 192,449
CARETRUST REIT REIT 14174T107 9,911 426,661 SH   SOLE   119,460 0 307,201
DIAMONDROCK HOSPITALITY REIT 252784301 6,734 694,270 SH   SOLE   206,015 0 488,255
ESSENTIAL PROPERTIES REALTY REIT 29670E107 692 25,590 SH   SOLE   11,775 0 13,815
GLADSTONE COMMERCIAL REIT 376536108 3,496 154,945 SH   SOLE   57,755 0 97,190
HERSHA HOSPITALITY TRUST REIT 427825500 1,705 158,445 SH   SOLE   59,290 0 99,155
INDUSTRIAL LOGISTICS PROP REIT 456237106 6,465 247,325 SH   SOLE   69,249 0 178,076
KITE RLTY GROUP TRUST REIT 49803T300 10,096 458,685 SH   SOLE   128,427 0 330,258
LEXINGTON REALTY TRUST REIT 529043101 17,068 1,428,268 SH   SOLE   396,337 0 1,031,931
MGM GROWTH PROP A REIT 55303A105 13,035 355,945 SH   SOLE   99,661 0 256,284
MID-AMER APARTMENT REIT 59522J103 17,954 106,600 SH   SOLE   81,550 0 25,050
NEW RESIDENTIAL INVESTMENT REIT 64828T201 19,019 1,795,945 SH   SOLE   502,846 0 1,293,099
OUTFRONT MEDIA INC REIT 69007J106 549 22,845 SH   SOLE   8,875 0 13,970
PIEDMONT OFFICE REALTY REIT 720190206 3,339 180,776 SH   SOLE   50,615 0 130,161
PLYMOUTH INDUSTRIAL REIT REIT 729640102 3,392 169,420 SH   SOLE   63,355 0 106,065
POSTAL REALTY TRUST REIT 73757R102 3,575 196,025 SH   SOLE   73,600 0 122,425
RETAIL OPPORTUNITY INV REIT 76131n101 9,192 520,501 SH   SOLE   145,735 0 374,766
SIMON PROPERTY GROUP INC REIT 828806109 22,289 170,820 SH   SOLE   130,095 0 40,725
3M CO COM 88579Y101 28,801 145,000 SH   SOLE   110,625 0 34,375
A O SMITH CORP COM 831865209 664 9,218 SH   SOLE   2,105 0 7,113
ABBVIE INC COM 00287Y109 658 5,843 SH   SOLE   2,518 0 3,325
ADOBE INC COM 00724F101 422 721 SH   SOLE   721 0 0
ADTRAN INC COM 00738A106 2,887 139,830 SH   SOLE   52,300 0 87,530
ADVANCED ENERGY INDUSTRIES COM 007973100 11,857 105,201 SH   SOLE   29,455 0 75,746
ADVANCED MICRO DEVICES COM 007903107 253 2,693 SH   SOLE   2,693 0 0
AES CORP COM 00130H105 22,014 844,437 SH   SOLE   631,112 0 213,325
AFFILIATED MANAGERS COM 008252108 15,631 101,364 SH   SOLE   28,380 0 72,984
AGCO CORP COM 001084102 12,074 92,610 SH   SOLE   70,560 0 22,050
ALAMOS GOLD INC COM 011532108 12,392 1,619,920 SH   SOLE   453,560 0 1,166,360
ALLIANCEBERNSTEIN COM 01881G106 12,576 270,112 SH   SOLE   75,629 0 194,483
ALLISON TRANS HOLDINGS COM 01973R101 11,992 301,760 SH   SOLE   84,490 0 217,270
ALLSTATE CORP COM 020002101 29,641 227,240 SH   SOLE   173,440 0 53,800
ALLY FINANCIAL INC COM 02005N100 18,054 362,239 SH   SOLE   276,439 0 85,800
ALPHA & OMEGA SEMI COM G6331P104 2,839 93,435 SH   SOLE   34,900 0 58,535
ALPHABET INC A COM 02079K305 43,933 17,992 SH   SOLE   13,603 0 4,389
ALTA EQUIPMENT GROUP COM 02128L106 5,119 385,193 SH   SOLE   142,476 0 242,717
ALTRIA GROUP COM 02209S103 28,850 605,083 SH   SOLE   455,208 0 149,875
AMAZON.COM COM 023135106 1,084 315 SH   SOLE   185 0 130
AMERICAN AXLE & MFG COM 024061103 7,635 737,697 SH   SOLE   206,546 0 531,151
AMERICAN EAGLE OUTFITTERS COM 02553E106 1,080 28,780 SH   SOLE   11,725 0 17,055
AMERICAN PUBLIC EDUCATION COM 02913V103 2,885 101,800 SH   SOLE   37,860 0 63,940
AMERIPRISE FINANCIAL COM 03076C106 22,291 89,567 SH   SOLE   66,717 0 22,850
AMN HEALTHCARE SERVICES COM 001744101 16,185 166,891 SH   SOLE   46,728 0 120,163
AMPHENOL CORP-CL A COM 032095101 1,088 15,900 SH   SOLE   2,390 0 13,510
ANTHEM INC COM 036752103 22,427 58,740 SH   SOLE   44,740 0 14,000
APPLE INC COM 037833100 1,246 9,101 SH   SOLE   5,016 0 4,085
APRIA INC COM 03836A101 4,182 149,340 SH   SOLE   55,685 0 93,655
ARCBEST CORPORATION COM 03937C105 6,025 103,533 SH   SOLE   28,988 0 74,545
ARTESIAN RESOURCES CORP COM 043113208 2,136 58,094 SH   SOLE   21,686 0 36,408
ASSOCIATED BANC CORP COM 045487105 20,160 984,399 SH   SOLE   283,481 0 700,918
AVAYA HOLDINGS CORP COM 05351X101 686 25,510 SH   SOLE   10,475 0 15,035
AVISTA CORP COM 05379B107 289 6,780 SH   SOLE   2,700 0 4,080
AVNET INC COM 053807103 12,142 302,935 SH   SOLE   85,290 0 217,645
AXOS FINANCIAL INC COM 05465C100 13,956 300,838 SH   SOLE   86,890 0 213,948
AXT INC COM 00246W103 2,567 233,745 SH   SOLE   87,329 0 146,416
B RILEY FINANCIAL INC COM 05580M108 262 3,470 SH   SOLE   1,370 0 2,100
BABCOCK & WILCOX COM 05614L209 5,457 692,450 SH   SOLE   265,540 0 426,910
BANC OF CALIFORNIA COM 05990K106 4,668 266,110 SH   SOLE   103,525 0 162,585
BANK OF COMMERCE HOLDINGS COM 06424J103 1,837 122,305 SH   SOLE   45,815 0 76,490
BANK OF NEW YORK MELLON COM 064058100 28,938 564,865 SH   SOLE   431,090 0 133,775
BANNER CORP COM 06652V208 863 15,920 SH   SOLE   6,585 0 9,335
BAR HARBOR BANKSHARES COM 066849100 2,367 82,715 SH   SOLE   30,970 0 51,745
BARRETT BUSINESS SVCS INC COM 068463108 5,432 74,812 SH   SOLE   28,771 0 46,041
BASSETT FURNITURE COM 070203104 4,204 172,630 SH   SOLE   64,715 0 107,915
BEACON ROOFING SUPPLY INC COM 073685109 17,562 329,802 SH   SOLE   92,342 0 237,460
BEAZER HOMES USA COM 07556Q881 3,697 191,655 SH   SOLE   71,585 0 120,070
BENCHMARK ELECTRONICS COM 08160H101 314 11,030 SH   SOLE   4,350 0 6,680
BERRY CORP COM 08579X101 2,617 389,425 SH   SOLE   146,505 0 242,920
BIG LOTS INC COM 089302103 5,765 87,333 SH   SOLE   24,452 0 62,881
BIO-TECHNE CORP COM 09073M104 502 1,115 SH   SOLE   0 0 1,115
BIOMARIN PHARMACEUTICAL COM 09061G101 200 2,401 SH   SOLE   0 0 2,401
BLOOMIN' BRANDS INC COM 094235108 766 28,220 SH   SOLE   11,275 0 16,945
BM TECHNOLOGIES INC CL A COM 05591L107 634 50,945 SH   SOLE   19,032 0 31,913
BOISE CASCADE CO COM 09739D100 5,170 88,605 SH   SOLE   24,808 0 63,797
BONANZA CREEK ENERGY COM 097793400 5,004 106,305 SH   SOLE   39,880 0 66,425
BOOZ ALLEN HAMILTON COM 099502106 226 2,650 SH   SOLE   0 0 2,650
BRIDGEWATER BANCSHARES COM 108621103 1,666 103,155 SH   SOLE   38,600 0 64,555
BRISTOL-MYERS SQUIBB CO COM 110122108 33,594 502,758 SH   SOLE   380,483 0 122,275
CABOT CORP COM 127055101 12,631 221,869 SH   SOLE   62,121 0 159,748
CADENCE DESIGN SYS INC COM 127387108 380 2,777 SH   SOLE   0 0 2,777
CALERES INC COM 129500104 13,091 479,700 SH   SOLE   134,311 0 345,389
CAMPING WORLD HOLDINGS COM 13462K109 15,763 384,569 SH   SOLE   107,675 0 276,894
CANADIAN SOLAR INC COM 136635109 4,402 98,176 SH   SOLE   27,489 0 70,687
CARPENTER TECHNOLOGY COM 144285103 701 17,430 SH   SOLE   7,190 0 10,240
CATERPILLAR INC COM 149123101 26,919 123,692 SH   SOLE   94,317 0 29,375
CECO ENVIRONMENTAL COM 125141101 2,463 343,950 SH   SOLE   128,500 0 215,450
CENTENE CORP COM 15135B101 14,065 192,860 SH   SOLE   147,585 0 45,275
CENTURY CASINOS INC COM 156492100 7,327 545,575 SH   SOLE   208,460 0 337,115
CENTURY COMMUNITIES INC COM 156504300 635 9,550 SH   SOLE   3,560 0 5,990
CH ROBINSON COM 12541W209 228 2,431 SH   SOLE   0 0 2,431
CHANNELADVISOR CORP COM 159179100 5,413 220,846 SH   SOLE   61,834 0 159,012
CITIGROUP INC COM 172967424 28,783 406,821 SH   SOLE   306,246 0 100,575
CITIZENS FINANCIAL GROUP COM 174610105 18,236 397,554 SH   SOLE   302,904 0 94,650
CNO FINANCIAL GROUP INC COM 12621E103 24,738 1,047,319 SH   SOLE   293,238 0 754,081
CNX RESOURCES CORP COM 12653C108 11,921 872,671 SH   SOLE   244,339 0 628,332
COEUR MINING COM 192108504 289 32,515 SH   SOLE   12,615 0 19,900
COHU INC COM 192576106 561 15,255 SH   SOLE   7,100 0 8,155
COLLEGIUM PHARMACEUTICAL COM 19459J104 5,755 243,446 SH   SOLE   68,162 0 175,284
COLUMBUS MCKINNON COM 199333105 4,353 90,230 SH   SOLE   34,220 0 56,010
COMMERCIAL METALS COM 201723103 11,282 367,264 SH   SOLE   102,829 0 264,435
COMPUTER PROGRAMS & SYSTEMS COM 205306103 5,926 178,330 SH   SOLE   68,165 0 110,165
COMPUTER TASK GROUP COM 205477102 2,117 218,950 SH   SOLE   81,755 0 137,195
COMTECH TELECOM COM 205826209 3,720 153,970 SH   SOLE   57,560 0 96,410
CONOCOPHILLIPS COM 20825C104 27,082 444,700 SH   SOLE   338,675 0 106,025
CONSTELLATION BRANDS INC-A COM 21036P108 9,929 42,451 SH   SOLE   32,576 0 9,875
COSTCO CORP COM 22160K105 274 693 SH   SOLE   693 0 0
COVENANT LOGISTICS COM 22284P105 6,312 305,220 SH   SOLE   115,315 0 189,905
COWEN INC-CLASS A COM 223622606 5,069 123,480 SH   SOLE   47,405 0 76,075
CRA INTERNATIONAL COM 12618T105 6,766 79,040 SH   SOLE   29,690 0 49,350
CRANE CO COM 224399105 16,028 173,523 SH   SOLE   48,585 0 124,938
CSG SYS INTL INC COM 126349109 11,594 245,739 SH   SOLE   68,804 0 176,935
CULP INC COM 230215105 3,125 191,715 SH   SOLE   71,540 0 120,175
CURTISS-WRIGHT CORP COM 231561101 12,357 104,054 SH   SOLE   29,134 0 74,920
CUSTOMERS BANCORP INC COM 23204G100 9,523 244,235 SH   SOLE   94,040 0 150,195
CVS HEALTH COM 126650100 22,409 268,565 SH   SOLE   201,800 0 66,765
DANA HOLDING CORP COM 235825205 11,992 504,718 SH   SOLE   141,315 0 363,403
DANAHER CORP COM 235851102 207 771 SH   SOLE   771 0 0
DELEK US HOLDINGS INC COM 24665A103 348 16,115 SH   SOLE   8,475 0 7,640
DELTA AIRLINES COM 247361702 11,879 274,589 SH   SOLE   203,189 0 71,400
DEVON ENERGY CORPORATION COM 25179M103 234 8,028 SH   SOLE   0 0 8,028
DHI GROUP INC COM 23331S100 865 256,026 SH   SOLE   96,384 0 159,642
DHT HOLDINGS INC COM Y2065G121 8,981 1,383,874 SH   SOLE   387,470 0 996,404
DIME COMMUNITY BANCSHARES COM 25432X102 5,369 159,694 SH   SOLE   59,900 0 99,794
DOCUSIGN INC COM 256163106 223 797 SH   SOLE   0 0 797
DOMINO'S PIZZA INC COM 25754A201 374 802 SH   SOLE   0 0 802
DR HORTON INC COM 23331A109 31,475 348,290 SH   SOLE   258,675 0 89,615
EAGLE MATERIALS INC COM 26969P108 14,971 105,347 SH   SOLE   29,496 0 75,851
EAGLE PHARMACEUTICALS INC COM 269796108 2,850 66,585 SH   SOLE   24,925 0 41,660
EDWARDS LIFESCIENCES CORP COM 28176E108 1,135 10,959 SH   SOLE   2,230 0 8,729
ELECTRONIC ARTS INC COM 285512109 639 4,441 SH   SOLE   672 0 3,769
EMCOR GROUP INC COM 29084Q100 27,075 219,783 SH   SOLE   61,536 0 158,247
ENCORE WIRE CORP COM 292562105 668 8,810 SH   SOLE   4,375 0 4,435
ENERPLUS CORPORATION COM 292766102 13,491 1,876,314 SH   SOLE   525,348 0 1,350,966
ENERSYS COM 29275Y102 12,353 126,396 SH   SOLE   35,417 0 90,979
ENTEGRIS INC COM 29362U104 285 2,314 SH   SOLE   0 0 2,314
ENTRAVISION COMM A COM 29382R107 4,806 719,431 SH   SOLE   268,060 0 451,371
EOG RESOURCES COM 26875P101 20,617 247,085 SH   SOLE   188,530 0 58,555
EQT CORP COM 26884L109 14,124 634,500 SH   SOLE   177,653 0 456,847
ESSA BANCORP INC COM 29667D104 1,749 106,705 SH   SOLE   39,755 0 66,950
ESTEE LAUDER A COM 518439104 209 658 SH   SOLE   658 0 0
EVOLUTION PETROLEUM COM 30049A107 2,241 451,800 SH   SOLE   169,215 0 282,585
FACEBOOK INC-A COM 30303M102 1,157 3,327 SH   SOLE   1,912 0 1,415
FB FINANCIAL CORP COM 30257X104 449 12,024 SH   SOLE   4,745 0 7,279
FEDERAL AGRIC MTG C COM 313148306 4,489 45,385 SH   SOLE   16,930 0 28,455
FINANCIAL INSTNS INC COM 317585404 4,601 153,360 SH   SOLE   57,260 0 96,100
FIRST BANCORP INC ME COM 31866P102 2,133 72,415 SH   SOLE   27,065 0 45,350
FIRST FINANCIAL COM 320218100 3,526 86,370 SH   SOLE   31,870 0 54,500
FIRST INTERNET BANC COM 320557101 4,645 149,950 SH   SOLE   56,270 0 93,680
FIRST MIDWEST BANCORP COM 320867104 12,357 623,125 SH   SOLE   174,516 0 448,609
FISERV INC COM 337738108 659 6,161 SH   SOLE   1,184 0 4,977
FIVE BELOW COM 33829M101 328 1,698 SH   SOLE   0 0 1,698
FIVE STAR SENIOR LIVING COM 33832D205 2,853 495,325 SH   SOLE   185,010 0 310,315
FIVE9 INC COM 338307101 226 1,235 SH   SOLE   0 0 1,235
FNB CORP COM 302520101 17,565 1,424,592 SH   SOLE   398,871 0 1,025,721
FORTINET INC COM 34959E109 519 2,180 SH   SOLE   0 0 2,180
FULTON FINL CORP PA COM 360271100 14,495 918,538 SH   SOLE   257,180 0 661,358
GENESCO COM 371532102 8,401 131,925 SH   SOLE   50,065 0 81,860
GLOBAL SHIP LEASE INC CL A COM Y27183600 5,308 271,245 SH   SOLE   102,300 0 168,945
GOLDMAN SACHS COM 38141G104 39,938 105,229 SH   SOLE   79,089 0 26,140
GRAFTECH INTL COM 384313508 9,031 777,206 SH   SOLE   217,609 0 559,597
GRAHAM CORP COM 384556106 2,167 157,455 SH   SOLE   58,275 0 99,180
GREAT LAKES DREDGE & DOCK COM 390607109 4,479 306,580 SH   SOLE   119,645 0 186,935
GREENHILL & CO INC COM 395259104 4,702 302,165 SH   SOLE   113,230 0 188,935
GROUP 1 AUTOMOTIVE INC COM 398905109 15,374 99,551 SH   SOLE   27,873 0 71,678
GULFPORT ENERGY COM 402635502 370 5,725 SH   SOLE   2,116 0 3,609
H&R BLOCK INC COM 093671105 6,639 282,767 SH   SOLE   79,172 0 203,595
HANCOCK WHITNEY CORP COM 410120109 23,443 527,523 SH   SOLE   149,100 0 378,423
HANGER INC COM 41043F208 5,226 206,720 SH   SOLE   77,210 0 129,510
HANMI FINANCIAL CORP COM 410495204 4,401 230,925 SH   SOLE   86,350 0 144,575
HAYNES INTERNATIONAL COM 420877201 2,514 71,060 SH   SOLE   26,585 0 44,475
HCI GROUP INC COM 40416E103 2,060 20,720 SH   SOLE   7,775 0 12,945
HERITAGE INSURANCE COM 42727J102 1,002 116,802 SH   SOLE   43,435 0 73,367
HERSHEY COMPANY COM 427866108 253 1,450 SH   SOLE   0 0 1,450
HILLENBRAND INC COM 431571108 12,800 290,376 SH   SOLE   81,302 0 209,074
HOLLYFRONTIER CORP COM 436106108 8,339 253,454 SH   SOLE   70,964 0 182,490
HOME DEPOT INC COM 437076102 758 2,377 SH   SOLE   952 0 1,425
HOMESTREET INC COM 43785V102 5,571 136,755 SH   SOLE   51,200 0 85,555
HOMETRUST BANCSHARES COM 437872104 3,076 110,250 SH   SOLE   41,355 0 68,895
HOOKER FURNITURE CORP COM 439038100 1,786 51,555 SH   SOLE   19,305 0 32,250
HORIZON BANCORP INC COM 440407104 3,502 200,901 SH   SOLE   75,102 0 125,799
HOWARD BANCORP INC COM 442496105 1,719 106,564 SH   SOLE   39,738 0 66,826
HP INC COM 40434L105 26,992 894,060 SH   SOLE   672,610 0 221,450
HUBSPOT INC COM 443573100 281 482 SH   SOLE   0 0 482
IDEXX LABORATORIES INC COM 45168D104 392 620 SH   SOLE   0 0 620
IDT CORP CL B COM 448947507 6,873 185,970 SH   SOLE   69,310 0 116,660
IEC ELECTRONICS COM 44949L105 2,649 252,075 SH   SOLE   93,445 0 158,630
IMAX CORP COM 45245E109 4,695 218,355 SH   SOLE   84,170 0 134,185
INDEPENDENT BANK MI COM 453838609 3,843 177,010 SH   SOLE   66,300 0 110,710
INOVALON HOLDINGS INC A COM 45781D101 294 8,628 SH   SOLE   0 0 8,628
INSPIRED ENTERTAINMENT COM 45782N108 941 73,820 SH   SOLE   27,025 0 46,795
INTERCONTINENTAL EXCH COM 45866F104 916 7,714 SH   SOLE   1,896 0 5,818
INTERNATIONAL SEAWAYS INC COM Y41053102 3,362 175,285 SH   SOLE   64,115 0 111,170
INTL GAME TECHNOLOGY COM G4863A108 12,482 520,942 SH   SOLE   146,251 0 374,691
IRADIMED CORP COM 46266A109 2,181 74,170 SH   SOLE   27,740 0 46,430
JABIL INC COM 466313103 14,166 243,735 SH   SOLE   186,485 0 57,250
JOHNSON & JOHNSON COM 478160104 47,166 286,307 SH   SOLE   217,057 0 69,250
JOHNSON CONTROLS INTL COM G51502105 18,669 272,019 SH   SOLE   207,369 0 64,650
JPMORGAN CHASE COM 46625H100 52,822 339,604 SH   SOLE   255,944 0 83,660
KB HOME COM 48666K109 11,508 282,621 SH   SOLE   79,131 0 203,490
KBR INC COM 48242W106 28,895 757,400 SH   SOLE   212,063 0 545,337
KELLY SERVICES INC -A COM 488152208 3,335 139,115 SH   SOLE   52,250 0 86,865
KENNAMETAL INC COM 489170100 11,638 323,985 SH   SOLE   90,713 0 233,272
KEYSIGHT TECHNOLOGIES COM 49338L103 288 1,865 SH   SOLE   0 0 1,865
KIMBALL ELECTRONICS COM 49428J109 2,651 121,941 SH   SOLE   45,511 0 76,430
KIRKLANDS INC COM 497498105 2,699 117,965 SH   SOLE   44,513 0 73,452
KLA CORP COM 482480100 386 1,190 SH   SOLE   0 0 1,190
KRATON CORP COM 50077C106 9,878 305,927 SH   SOLE   97,976 0 207,951
KROGER CO COM 501044101 15,179 396,215 SH   SOLE   296,690 0 99,525
KULICKE & SOFFA INDS COM 501242101 806 13,165 SH   SOLE   5,400 0 7,765
LA Z BOY INC COM 505336107 14,340 387,154 SH   SOLE   110,670 0 276,484
LAKELAND BANCORP COM 511637100 4,524 258,795 SH   SOLE   96,925 0 161,870
LAM RESEARCH CORP COM 512807108 23,607 36,280 SH   SOLE   27,010 0 9,270
LANDSEA HOMES CORP COM 51509P103 3,124 373,220 SH   SOLE   139,755 0 233,465
LAZARD LTD-CL A COM G54050102 17,310 382,548 SH   SOLE   107,110 0 275,438
LEAR CORP COM 521865204 16,804 95,870 SH   SOLE   73,145 0 22,725
LENNOX INTL INC COM 526107107 205 583 SH   SOLE   0 0 583
LULULEMON ATHLETICA INC COM 550021109 930 2,548 SH   SOLE   708 0 1,840
LUTHER BURBANK CORP COM 550550107 1,766 148,890 SH   SOLE   55,715 0 93,175
LYONDELLBASELL INDU-CL A COM N53745100 21,549 209,476 SH   SOLE   157,086 0 52,390
M/I HOMES INC COM 55305B101 13,125 223,704 SH   SOLE   62,635 0 161,069
MASTEC INC COM 576323109 8,746 82,435 SH   SOLE   23,081 0 59,354
MEDNAX COM 58502B106 12,430 412,256 SH   SOLE   115,427 0 296,829
MEDTRONIC PLC COM G5960L103 22,094 177,990 SH   SOLE   135,540 0 42,450
MEREDITH CORP COM 589433101 14,227 327,519 SH   SOLE   91,701 0 235,818
META FINANCIAL GROUP COM 59100U108 548 10,825 SH   SOLE   4,250 0 6,575
MGIC INVT CORP WIS COM 552848103 19,964 1,467,955 SH   SOLE   411,012 0 1,056,943
MICROCHIP TECHNOLOGY INC COM 595017104 529 3,533 SH   SOLE   1,071 0 2,462
MICRON TECHNOLOGY INC COM 595112103 20,398 240,030 SH   SOLE   183,180 0 56,850
MICROSOFT CORP COM 594918104 1,359 5,018 SH   SOLE   2,718 0 2,300
MINERALS TECHNOLOGIES INC COM 603158106 12,944 164,535 SH   SOLE   46,067 0 118,468
MISTRAS GROUP COM 60649T107 3,349 340,675 SH   SOLE   127,265 0 213,410
MOTORCAR PARTS OF AMERICA COM 620071100 3,133 139,605 SH   SOLE   52,155 0 87,450
MURPHY OIL CORP COM 626717102 7,001 300,718 SH   SOLE   84,198 0 216,520
MYERS INDS INC COM 628464109 4,337 206,513 SH   SOLE   77,152 0 129,361
NAPCO SECURITY TECHNOLOGIES COM 630402105 4,871 133,920 SH   SOLE   50,030 0 83,890
NATIONAL FUEL GAS CO COM 636180101 18,694 357,788 SH   SOLE   100,219 0 257,569
NATURAL GAS SERVICES GROUP COM 63886Q109 2,674 260,080 SH   SOLE   96,645 0 163,435
NETFLIX INC COM 64110L106 296 561 SH   SOLE   561 0 0
NEW GOLD INC COM 644535106 3,416 1,887,091 SH   SOLE   528,365 0 1,358,726
NEXTGEN HEALTHCARE INC COM 65343C102 5,771 347,856 SH   SOLE   97,396 0 250,460
NIKE INC -CL B COM 654106103 307 1,989 SH   SOLE   1,989 0 0
NORTHEAST BANCORP COM 66405S100 2,341 78,382 SH   SOLE   29,268 0 49,114
NORTHWEST PIPE COM 667746101 2,978 105,420 SH   SOLE   39,430 0 65,990
NOW INC COM 67011P100 2,161 227,755 SH   SOLE   85,055 0 142,700
NU SKIN ENTERPRISES A COM 67018T105 7,937 140,101 SH   SOLE   39,226 0 100,875
NVE CORP COM 629445206 3,227 43,575 SH   SOLE   16,320 0 27,255
NVENT ELECTRIC PLC COM G6700G107 15,272 488,874 SH   SOLE   136,879 0 351,995
NVIDIA CORP COM 67066G104 315 394 SH   SOLE   394 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 496 876 SH   SOLE   0 0 876
OCEANEERING INTL INC COM 675232102 301 19,345 SH   SOLE   7,500 0 11,845
OCEANFIRST FINL CORP COM 675234108 706 33,895 SH   SOLE   16,725 0 17,170
OIL STATES INTERNATIONAL INC COM 678026105 16,424 2,092,229 SH   SOLE   625,369 0 1,466,860
OLD NATIONAL BANCORP COM 680033107 12,839 729,090 SH   SOLE   214,155 0 514,935
OLYMPIC STEEL INC COM 68162K106 4,494 152,926 SH   SOLE   57,931 0 94,995
ONE GAS INC COM 68235P108 304 4,095 SH   SOLE   1,600 0 2,495
ONTO INNOVATION INC COM 683344105 13,393 183,361 SH   SOLE   51,339 0 132,022
ORACLE CORPORATION COM 68389X105 22,154 284,615 SH   SOLE   217,090 0 67,525
ORION GROUP HLDGS COM 68628V308 3,837 667,250 SH   SOLE   249,475 0 417,775
OSHKOSH CORP COM 688239201 9,443 75,763 SH   SOLE   21,213 0 54,550
OTTER TAIL CORP COM 689648103 649 13,295 SH   SOLE   6,775 0 6,520
PACIRA BIOSCIENCES INC COM 695127100 5,426 89,419 SH   SOLE   25,036 0 64,383
PACKAGING CORP OF AMERICA COM 695156109 17,412 128,580 SH   SOLE   98,130 0 30,450
PALO ALTO NETWORKS INC COM 697435105 515 1,388 SH   SOLE   0 0 1,388
PAN AMERICAN SILVER CORP COM 697900108 3,789 132,618 SH   SOLE   37,132 0 95,486
PATTERSON COS INC COM 703395103 416 13,695 SH   SOLE   5,370 0 8,325
PAYPAL INC COM 70450Y103 604 2,071 SH   SOLE   2,071 0 0
PC-TEL INC COM 69325Q105 1,826 278,755 SH   SOLE   104,110 0 174,645
PEOPLE'S UNITED FINANCIAL COM 712704105 9,962 581,220 SH   SOLE   444,770 0 136,450
PEOPLES BANCORP INC COM 709789101 4,898 165,350 SH   SOLE   62,085 0 103,265
PILGRIMS PRIDE CORP COM 72147K108 12,439 560,842 SH   SOLE   157,029 0 403,813
PORTLAND GENERAL ELECTRIC COM 736508847 478 10,380 SH   SOLE   2,850 0 7,530
PPL CORPORATION COM 69351T106 19,174 685,524 SH   SOLE   514,314 0 171,210
PREMIER FINANCIAL CORP COM 74052F108 5,641 198,568 SH   SOLE   74,904 0 123,664
PRETIUM RESOURCES COM 74139C102 2,781 290,857 SH   SOLE   81,437 0 209,420
PRIMIS FINANCIAL CORP COM 74167B109 4,881 319,840 SH   SOLE   119,465 0 200,375
PRIMORIS SERVICES CORP COM 74164F103 11,978 407,003 SH   SOLE   113,957 0 293,046
PRUDENTIAL FINANCIAL COM 744320102 21,969 214,395 SH   SOLE   163,565 0 50,830
RADIAN GROUP INC COM 750236101 5,555 249,659 SH   SOLE   69,902 0 179,757
RAMACO RESOURCES INC COM 75134P303 2,402 439,110 SH   SOLE   164,170 0 274,940
RED ROBIN GOURMET COM 75689M101 4,373 132,060 SH   SOLE   49,200 0 82,860
REGAL-BELOIT CORP COM 758750103 12,392 92,816 SH   SOLE   25,987 0 66,829
RITE AID CORP COM 767754872 212 13,000 SH   SOLE   4,775 0 8,225
ROCKWELL AUTOMATION COM 773903109 321 1,123 SH   SOLE   0 0 1,123
ROKU INC COM 77543R102 356 776 SH   SOLE   0 0 776
SALESFORCE COM 79466L302 286 1,172 SH   SOLE   1,172 0 0
SANDERSON FARMS INC COM 800013104 449 2,390 SH   SOLE   1,215 0 1,175
SANMINA SCI CORP COM 801056102 11,353 291,396 SH   SOLE   81,587 0 209,809
SCHLUMBERGER LTD COM 806857108 15,898 496,645 SH   SOLE   369,095 0 127,550
SCIENCE APPLICATIONS INTL COM 808625107 8,799 100,301 SH   SOLE   28,083 0 72,218
SEAGEN INC COM 81181C104 220 1,395 SH   SOLE   365 0 1,030
SELECT INT CONCEPTS A COM 816120307 5,535 588,795 SH   SOLE   220,380 0 368,415
SELECT MEDICAL HOLDINGS COM 81619Q105 13,882 328,490 SH   SOLE   91,891 0 236,599
SHOE CARNIVAL COM 824889109 5,840 81,580 SH   SOLE   30,485 0 51,095
SHYFT GROUP INC COM 825698103 3,571 95,460 SH   SOLE   35,845 0 59,615
SIERRA BANCORP COM 82620P102 3,752 147,440 SH   SOLE   55,210 0 92,230
SIERRA WIRELESS INC COM 826516106 2,922 153,875 SH   SOLE   57,475 0 96,400
SILICOM LTD COM M84116108 2,303 52,275 SH   SOLE   19,555 0 32,720
SMART GLOBAL HOLDINGS COM G8232Y101 2,746 57,590 SH   SOLE   21,580 0 36,010
SMARTFINANCIAL INC COM 83190L208 3,926 163,525 SH   SOLE   61,475 0 102,050
SNAP-ON INC COM 833034101 532 2,382 SH   SOLE   332 0 2,050
SPARTANNASH COM 847215100 9,575 495,881 SH   SOLE   157,582 0 338,299
SPECTRUM BRANDS HOLDINGS COM 84790A105 10,836 127,425 SH   SOLE   35,677 0 91,748
SPOK HOLDINGS COM 84863T106 2,492 259,023 SH   SOLE   97,538 0 161,485
STANLEY BLACK & DECKER INC COM 854502101 23,270 113,520 SH   SOLE   86,845 0 26,675
STARBUCKS CORP COM 855244109 592 5,298 SH   SOLE   2,223 0 3,075
STEEL DYNAMICS INC COM 858119100 17,010 285,400 SH   SOLE   217,850 0 67,550
STERIS PLC COM G8473T100 348 1,688 SH   SOLE   0 0 1,688
STERLING CONSTRUCTION COM 859241101 5,783 239,675 SH   SOLE   90,175 0 149,500
SUPERNUS PHARMACEUTICALS COM 868459108 5,724 185,905 SH   SOLE   52,051 0 133,854
SYNOPSYS INC COM 871607107 255 925 SH   SOLE   0 0 925
TARGET CORP COM 87612E106 30,408 125,790 SH   SOLE   96,000 0 29,790
TEGNA INC COM 87901J105 12,139 647,052 SH   SOLE   181,168 0 465,884
TERRITORIAL BANCORP INC COM 88145X108 2,157 83,070 SH   SOLE   30,940 0 52,130
TESLA MOTORS INC COM 88160R101 576 847 SH   SOLE   497 0 350
TETRA TECHNOLOGIES INC COM 88162F105 4,144 954,785 SH   SOLE   365,390 0 589,395
TIMKEN CO COM 887389104 10,562 131,053 SH   SOLE   36,693 0 94,360
TOWER SEMICONDUCTOR LTD COM M87915274 15,079 512,358 SH   SOLE   147,782 0 364,576
TRIMBLE NAVIGATION LTD COM 896239100 207 2,530 SH   SOLE   0 0 2,530
TUTOR PERINI CORP COM 901109108 3,062 221,065 SH   SOLE   82,485 0 138,580
TWILIO INC A COM 90138F102 499 1,265 SH   SOLE   325 0 940
TWITTER INC COM 90184L102 393 5,710 SH   SOLE   0 0 5,710
TYSON FOODS A COM 902494103 19,961 270,620 SH   SOLE   203,420 0 67,200
UFP INDUSTRIES INC COM 90278Q108 16,478 221,660 SH   SOLE   62,063 0 159,597
ULTA BEAUTY INC COM 90384S303 202 583 SH   SOLE   0 0 583
ULTRA CLEAN HOLDINGS COM 90385V107 9,586 178,441 SH   SOLE   49,962 0 128,479
UMPQUA HLDGS CORP COM 904214103 15,352 832,060 SH   SOLE   232,968 0 599,092
UNITED HEALTH GROUP COM 91324P102 794 1,983 SH   SOLE   1,008 0 975
UNITED RENTALS INC COM 911363109 18,495 57,975 SH   SOLE   44,250 0 13,725
UNITIL CORP COM 913259107 3,417 64,505 SH   SOLE   24,110 0 40,395
UNIVAR SOLUTIONS INC COM 91336L107 17,808 730,423 SH   SOLE   204,511 0 525,912
UNIVERSAL DISPLAY CORP COM 91347P105 245 1,104 SH   SOLE   0 0 1,104
UNIVERSAL ELECTRONICS COM 913483103 4,926 101,575 SH   SOLE   38,825 0 62,750
UNIVERSAL HEALTH SERVICES B COM 913903100 12,687 86,640 SH   SOLE   66,140 0 20,500
UNIVERSAL STAINLESS COM 913837100 1,613 159,355 SH   SOLE   59,980 0 99,375
UNUM GROUP COM 91529Y106 20,203 711,367 SH   SOLE   199,175 0 512,192
US FOODS HOLDING COM 912008109 211 5,491 SH   SOLE   0 0 5,491
VENATOR MATERIALS PLC COM G9329Z100 3,582 755,670 SH   SOLE   284,680 0 470,990
VERISK ANALYTICS A COM 92345Y106 285 1,629 SH   SOLE   0 0 1,629
VERIZON COMM INC COM 92343V104 30,369 542,009 SH   SOLE   409,899 0 132,110
VIACOMCBS INC - CL B COM 92556H206 12,721 281,440 SH   SOLE   214,815 0 66,625
VISA INC A COM 92826C839 985 4,214 SH   SOLE   2,464 0 1,750
VISHAY INTERTECHNOLOGY INC COM 928298108 21,318 945,375 SH   SOLE   266,406 0 678,969
VISHAY PRECISION GROUP COM 92835K103 3,004 88,250 SH   SOLE   33,070 0 55,180
VISTA OUTDOOR COM 928377100 7,891 170,498 SH   SOLE   47,737 0 122,761
WABASH NATIONAL CORP COM 929566107 2,813 175,825 SH   SOLE   65,755 0 110,070
WASHINGTON FEDERAL INC COM 938824109 10,808 340,078 SH   SOLE   95,218 0 244,860
WASHINGTON TRUST BANCORP COM 940610108 4,328 84,275 SH   SOLE   31,385 0 52,890
WATERSTONE FINANCIAL INC COM 94188P101 3,503 178,170 SH   SOLE   65,260 0 112,910
WERNER ENTERPRISES INC COM 950755108 8,321 186,911 SH   SOLE   53,025 0 133,886
WESBANCO INC COM 950810101 11,126 312,267 SH   SOLE   87,431 0 224,836
WESCO INTERNATIONAL INC COM 95082P105 1,015 9,875 SH   SOLE   3,990 0 5,885
WHITING PETE CORP COM 966387508 6,628 121,505 SH   SOLE   34,020 0 87,485
WILLIAMS-SONOMA INC COM 969904101 354 2,220 SH   SOLE   0 0 2,220
WINNEBAGO INDS COM 974637100 10,162 149,525 SH   SOLE   41,865 0 107,660
WINTRUST FINL CORP COM 97650W108 15,227 201,331 SH   SOLE   56,370 0 144,961
WOLVERINE WORLD WIDE INC COM 978097103 11,283 335,409 SH   SOLE   93,911 0 241,498
WORTHINGTON INDUSTRIES COM 981811102 12,256 200,333 SH   SOLE   56,091 0 144,242
XPERI HOLDING COM 98390M103 9,993 449,324 SH   SOLE   125,806 0 323,518
XYLEM INC COM 98419M100 292 2,433 SH   SOLE   0 0 2,433
YAMANA GOLD INC COM 98462Y100 3,406 807,063 SH   SOLE   225,969 0 581,094
ZIMMER BIOMET HOLD INC COM 98956P102 12,620 78,470 SH   SOLE   60,045 0 18,425
ZOETIS INC COM 98978V103 1,160 6,225 SH   SOLE   1,808 0 4,417
ZSCALER INC COM 98980G102 321 1,486 SH   SOLE   0 0 1,486
ROYAL DUTCH SHELL PLC ADR ADR 780259107 18,547 477,654 SH   SOLE   358,379 0 119,275
SILICON MOTION TECHNOL-ADR ADR 82706C108 428 6,680 SH   SOLE   2,630 0 4,050