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 794 33,880 SH   SOLE   6,200 0 27,680
ALPINE INCOME REIT 02083X103 3,179 173,035 SH   SOLE   63,275 0 109,760
AMERICAN TOWER CORP REIT 03027X100 232 874 SH   SOLE   874 0 0
APPLE HOSPITALITY REIT REIT 03784Y200 9,666 614,525 SH   SOLE   179,280 0 435,245
BRANDYWINE REALTY TRUST REIT 105368203 365 27,220 SH   SOLE   9,225 0 17,995
CARETRUST REIT REIT 14174T107 8,275 407,236 SH   SOLE   118,806 0 288,430
CITY OFFICE REIT 178587101 4,691 262,675 SH   SOLE   96,075 0 166,600
COMMUNITY HEALTHCARE TRUST REIT 20369C106 240 5,305 SH   SOLE   0 0 5,305
DIAMONDROCK HOSPITALITY REIT 252784301 465 49,180 SH   SOLE   12,330 0 36,850
ESSENTIAL PROPERTIES REALTY REIT 29670E107 459 16,440 SH   SOLE   4,550 0 11,890
GLADSTONE COMMERCIAL REIT 376536108 3,208 152,545 SH   SOLE   55,730 0 96,815
HIGHWOODS PROPERTIES REIT 431284108 6,863 156,475 SH   SOLE   45,752 0 110,723
INDUSTRIAL LOGISTICS PROP REIT 456237106 5,998 236,065 SH   SOLE   68,870 0 167,195
KITE RLTY GROUP TRUST REIT 49803T300 8,914 437,800 SH   SOLE   127,723 0 310,077
LEXINGTON REALTY TRUST REIT 529043101 17,389 1,363,819 SH   SOLE   394,166 0 969,653
MID-AMER APARTMENT REIT 59522J103 19,838 106,225 SH   SOLE   81,175 0 25,050
NEW RESIDENTIAL INVESTMENT REIT 64828T201 18,829 1,711,689 SH   SOLE   497,603 0 1,214,086
OUTFRONT MEDIA INC REIT 69007J106 352 13,970 SH   SOLE   0 0 13,970
PHILLIPS EDISON REIT 71844V201 261 8,510 SH   SOLE   0 0 8,510
PIEDMONT OFFICE REALTY REIT 720190206 7,133 409,216 SH   SOLE   119,649 0 289,567
PLYMOUTH INDUSTRIAL REIT REIT 729640102 3,794 166,770 SH   SOLE   61,130 0 105,640
POSTAL REALTY TRUST REIT 73757R102 4,389 235,450 SH   SOLE   80,540 0 154,910
POTLATCHDELTIC CORP REIT 737630103 10,745 208,321 SH   SOLE   60,908 0 147,413
RETAIL OPPORTUNITY INV REIT 76131n101 8,654 496,804 SH   SOLE   144,937 0 351,867
SIMON PROPERTY GROUP INC REIT 828806109 27,985 215,320 SH   SOLE   161,120 0 54,200
3M CO COM 88579Y101 23,126 131,830 SH   SOLE   97,855 0 33,975
A O SMITH CORP COM 831865209 269 4,400 SH   SOLE   2,262 0 2,138
ABBVIE INC COM 00287Y109 562 5,206 SH   SOLE   2,706 0 2,500
ACCURAY INC COM 004397105 2,692 681,635 SH   SOLE   249,924 0 431,711
ADOBE INC COM 00724F101 446 775 SH   SOLE   775 0 0
ADTRAN INC COM 00738A106 3,326 177,280 SH   SOLE   61,175 0 116,105
ADVANCED ENERGY INDUSTRIES COM 007973100 8,811 100,411 SH   SOLE   29,294 0 71,117
ADVANCED MICRO DEVICES COM 007903107 298 2,894 SH   SOLE   2,894 0 0
AES CORP COM 00130H105 16,989 744,162 SH   SOLE   555,262 0 188,900
AFFILIATED MANAGERS COM 008252108 14,597 96,610 SH   SOLE   28,085 0 68,525
ALAMOS GOLD INC COM 011532108 11,132 1,546,165 SH   SOLE   451,075 0 1,095,090
ALBEMARLE CORP COM 012653101 219 998 SH   SOLE   0 0 998
ALLIANCEBERNSTEIN COM 01881G106 12,764 257,438 SH   SOLE   74,839 0 182,599
ALLSTATE CORP COM 020002101 28,780 226,065 SH   SOLE   172,265 0 53,800
ALLY FINANCIAL INC COM 02005N100 18,217 356,854 SH   SOLE   271,904 0 84,950
ALPHA & OMEGA SEMI COM G6331P104 2,885 91,960 SH   SOLE   33,675 0 58,285
ALPHABET INC A COM 02079K305 38,491 14,397 SH   SOLE   10,798 0 3,599
ALPHABET INC C COM 02079K107 392 147 SH   SOLE   147 0 0
ALTA EQUIPMENT GROUP COM 02128L106 4,992 363,590 SH   SOLE   126,223 0 237,367
ALTRIA GROUP COM 02209S103 25,771 566,143 SH   SOLE   422,468 0 143,675
AMAZON.COM COM 023135106 949 289 SH   SOLE   199 0 90
AMERICAN EAGLE OUTFITTERS COM 02553E106 606 23,480 SH   SOLE   4,300 0 19,180
AMERICAN PUBLIC EDUCATION COM 02913V103 2,960 115,585 SH   SOLE   42,395 0 73,190
AMERIPRISE FINANCIAL COM 03076C106 23,531 89,092 SH   SOLE   66,242 0 22,850
AMN HEALTHCARE SERVICES COM 001744101 18,279 159,293 SH   SOLE   46,472 0 112,821
AMPHENOL CORP-CL A COM 032095101 1,095 14,953 SH   SOLE   2,568 0 12,385
ANTHEM INC COM 036752103 25,099 67,325 SH   SOLE   51,200 0 16,125
APPLE INC COM 037833100 1,121 7,925 SH   SOLE   5,390 0 2,535
APRIA INC COM 03836A101 5,645 151,945 SH   SOLE   55,665 0 96,280
ARCBEST CORPORATION COM 03937C105 8,080 98,819 SH   SOLE   28,829 0 69,990
ARTESIAN RESOURCES CORP COM 043113208 2,182 57,176 SH   SOLE   20,918 0 36,258
ASSOCIATED BANC CORP COM 045487105 19,955 931,613 SH   SOLE   272,450 0 659,163
AVAYA HOLDINGS CORP COM 05351X101 484 24,460 SH   SOLE   5,000 0 19,460
AVNET INC COM 053807103 13,724 371,224 SH   SOLE   108,103 0 263,121
AXOS FINANCIAL INC COM 05465C100 14,412 279,637 SH   SOLE   81,022 0 198,615
AXT INC COM 00246W103 3,200 384,120 SH   SOLE   134,379 0 249,741
BABCOCK & WILCOX COM 05614L209 4,744 740,125 SH   SOLE   259,665 0 480,460
BANC OF CALIFORNIA COM 05990K106 3,601 194,735 SH   SOLE   71,025 0 123,710
BANK OF NEW YORK MELLON COM 064058100 18,689 360,520 SH   SOLE   274,270 0 86,250
BANNER CORP COM 06652V208 683 12,375 SH   SOLE   3,040 0 9,335
BAR HARBOR BANKSHARES COM 066849100 2,578 91,890 SH   SOLE   33,545 0 58,345
BARRETT BUSINESS SVCS INC COM 068463108 4,897 64,215 SH   SOLE   23,610 0 40,605
BASSETT FURNITURE COM 070203104 1,804 99,620 SH   SOLE   36,970 0 62,650
BEACON ROOFING SUPPLY INC COM 073685109 15,034 314,786 SH   SOLE   91,836 0 222,950
BEAZER HOMES USA COM 07556Q881 3,656 211,945 SH   SOLE   78,000 0 133,945
BENCHMARK ELECTRONICS COM 08160H101 3,430 128,430 SH   SOLE   44,150 0 84,280
BERRY CORP COM 08579X101 2,688 372,850 SH   SOLE   130,830 0 242,020
BILL.COM HOLDINGS COM 090043100 475 1,780 SH   SOLE   807 0 973
BIO-TECHNE CORP COM 09073M104 540 1,115 SH   SOLE   0 0 1,115
BLOOMIN' BRANDS INC COM 094235108 450 17,995 SH   SOLE   3,850 0 14,145
BOISE CASCADE CO COM 09739D100 4,565 84,571 SH   SOLE   24,672 0 59,899
BONANZA CREEK ENERGY COM 097793400 4,740 98,955 SH   SOLE   34,796 0 64,159
BOOZ ALLEN HAMILTON COM 099502106 210 2,650 SH   SOLE   0 0 2,650
BRIDGEWATER BANCSHARES COM 108621103 1,258 71,830 SH   SOLE   26,350 0 45,480
BRISTOL-MYERS SQUIBB CO COM 110122108 34,698 586,405 SH   SOLE   441,005 0 145,400
CABOT CORP COM 127055101 10,614 211,768 SH   SOLE   61,781 0 149,987
CADENCE DESIGN SYS INC COM 127387108 421 2,777 SH   SOLE   0 0 2,777
CAESARS ENTERTAINMENT COM 12769G100 275 2,447 SH   SOLE   0 0 2,447
CALERES INC COM 129500104 10,174 457,859 SH   SOLE   133,575 0 324,284
CAMPING WORLD HOLDINGS COM 13462K109 14,268 367,060 SH   SOLE   107,085 0 259,975
CARPENTER TECHNOLOGY COM 144285103 513 15,655 SH   SOLE   3,840 0 11,815
CATERPILLAR INC COM 149123101 24,076 125,417 SH   SOLE   93,667 0 31,750
CECO ENVIRONMENTAL COM 125141101 2,833 402,475 SH   SOLE   147,500 0 254,975
CENTENE CORP COM 15135B101 15,332 246,060 SH   SOLE   187,460 0 58,600
CENTURY CASINOS INC COM 156492100 6,926 514,175 SH   SOLE   182,560 0 331,615
CENTURY COMMUNITIES INC COM 156504300 523 8,510 SH   SOLE   1,410 0 7,100
CH ROBINSON COM 12541W209 211 2,431 SH   SOLE   0 0 2,431
CHIPOTLE MEXICAN GRILL COM 169656105 242 133 SH   SOLE   0 0 133
CITIGROUP INC COM 172967424 25,215 359,296 SH   SOLE   268,471 0 90,825
CITIZENS FINANCIAL GROUP COM 174610105 18,563 395,129 SH   SOLE   300,479 0 94,650
CNO FINANCIAL GROUP INC COM 12621E103 23,531 999,636 SH   SOLE   291,632 0 708,004
CNX RESOURCES CORP COM 12653C108 17,499 1,386,640 SH   SOLE   405,853 0 980,787
COEUR MINING COM 192108504 163 26,400 SH   SOLE   0 0 26,400
COHU INC COM 192576106 365 11,430 SH   SOLE   2,325 0 9,105
COLLEGIUM PHARMACEUTICAL COM 19459J104 913 46,230 SH   SOLE   13,490 0 32,740
COLUMBUS MCKINNON COM 199333105 5,539 114,565 SH   SOLE   39,945 0 74,620
COMCAST CORP-CLASS A COM 20030N101 26,549 474,680 SH   SOLE   361,855 0 112,825
COMMERCIAL METALS COM 201723103 10,678 350,543 SH   SOLE   102,266 0 248,277
COMPUTER PROGRAMS & SYSTEMS COM 205306103 6,092 171,805 SH   SOLE   61,765 0 110,040
COMPUTER TASK GROUP COM 205477102 1,897 237,710 SH   SOLE   87,055 0 150,655
COMTECH TELECOM COM 205826209 3,882 151,570 SH   SOLE   55,560 0 96,010
CONOCOPHILLIPS COM 20825C104 26,686 393,775 SH   SOLE   299,550 0 94,225
COSTCO CORP COM 22160K105 335 745 SH   SOLE   745 0 0
COVENANT LOGISTICS COM 22284P105 7,897 285,595 SH   SOLE   101,565 0 184,030
COWEN INC-CLASS A COM 223622606 4,002 116,650 SH   SOLE   42,125 0 74,525
CRA INTERNATIONAL COM 12618T105 6,159 61,995 SH   SOLE   22,750 0 39,245
CRANE CO COM 224399105 15,703 165,623 SH   SOLE   48,319 0 117,304
CROWDSTRIKE HOLDINGS COM 22788C105 201 818 SH   SOLE   818 0 0
CSG SYS INTL INC COM 126349109 11,305 234,551 SH   SOLE   68,427 0 166,124
CULP INC COM 230215105 2,431 188,740 SH   SOLE   69,040 0 119,700
CURTISS-WRIGHT CORP COM 231561101 12,532 99,316 SH   SOLE   28,974 0 70,342
CUSTOMERS BANCORP INC COM 23204G100 8,344 193,955 SH   SOLE   69,385 0 124,570
CVS HEALTH COM 126650100 25,205 297,020 SH   SOLE   222,155 0 74,865
DANA HOLDING CORP COM 235825205 17,646 793,432 SH   SOLE   231,990 0 561,442
DANAHER CORP COM 235851102 252 828 SH   SOLE   828 0 0
DATADOG INC CL A COM 23804L103 511 3,613 SH   SOLE   1,738 0 1,875
DELEK US HOLDINGS INC COM 24665A103 222 12,340 SH   SOLE   4,700 0 7,640
DEVON ENERGY CORPORATION COM 25179M103 285 8,028 SH   SOLE   0 0 8,028
DHT HOLDINGS INC COM Y2065G121 8,620 1,320,038 SH   SOLE   384,519 0 935,519
DIME COMMUNITY BANCSHARES COM 25432X102 4,222 129,271 SH   SOLE   44,962 0 84,309
DOCUSIGN INC COM 256163106 280 1,089 SH   SOLE   0 0 1,089
DOMINO'S PIZZA INC COM 25754A201 286 600 SH   SOLE   0 0 600
DR HORTON INC COM 23331A109 26,519 315,810 SH   SOLE   233,445 0 82,365
DXC TECHNOLOGY CO COM 23355L106 7,199 214,205 SH   SOLE   163,755 0 50,450
EAGLE MATERIALS INC COM 26969P108 13,188 100,550 SH   SOLE   29,334 0 71,216
EAGLE PHARMACEUTICALS INC COM 269796108 3,552 63,685 SH   SOLE   22,200 0 41,485
EDWARDS LIFESCIENCES CORP COM 28176E108 1,093 9,656 SH   SOLE   2,396 0 7,260
EMCOR GROUP INC COM 29084Q100 24,204 209,777 SH   SOLE   61,199 0 148,578
EMCORE CORP COM 290846203 3,479 465,075 SH   SOLE   170,425 0 294,650
ENCORE WIRE CORP COM 292562105 530 5,585 SH   SOLE   1,850 0 3,735
ENERPLUS CORPORATION COM 292766102 14,318 1,789,764 SH   SOLE   521,348 0 1,268,416
ENERSYS COM 29275Y102 8,988 120,742 SH   SOLE   33,567 0 87,175
ENTEGRIS INC COM 29362U104 291 2,314 SH   SOLE   0 0 2,314
ENTRAVISION COMM A COM 29382R107 4,017 565,725 SH   SOLE   207,355 0 358,370
EOG RESOURCES COM 26875P101 19,623 244,466 SH   SOLE   186,611 0 57,855
ESSA BANCORP INC COM 29667D104 1,180 71,570 SH   SOLE   26,245 0 45,325
ESTEE LAUDER A COM 518439104 212 707 SH   SOLE   707 0 0
EVOLUTION PETROLEUM COM 30049A107 3,159 556,137 SH   SOLE   205,257 0 350,880
EXELON CORP COM COM 30161N101 29,125 602,505 SH   SOLE   459,005 0 143,500
FACEBOOK INC-A COM 30303M102 1,178 3,470 SH   SOLE   2,055 0 1,415
FB FINANCIAL CORP COM 30257X104 312 7,279 SH   SOLE   0 0 7,279
FEDERAL AGRIC MTG C COM 313148306 3,855 35,520 SH   SOLE   13,060 0 22,460
FINANCIAL INSTNS INC COM 317585404 5,048 164,710 SH   SOLE   60,410 0 104,300
FIRST BANCORP INC ME COM 31866P102 2,077 71,290 SH   SOLE   26,115 0 45,175
FIRST FINANCIAL COM 320218100 4,543 108,030 SH   SOLE   39,555 0 68,475
FIRST INTERNET BANC COM 320557101 4,750 152,335 SH   SOLE   52,630 0 99,705
FIVE BELOW COM 33829M101 300 1,698 SH   SOLE   0 0 1,698
FIVE STAR SENIOR LIVING COM 33832D205 1,744 398,275 SH   SOLE   145,960 0 252,315
FNB CORP COM 302520101 15,777 1,357,758 SH   SOLE   394,713 0 963,045
FORTINET INC COM 34959E109 498 1,705 SH   SOLE   0 0 1,705
FULTON FINL CORP PA COM 360271100 13,377 875,445 SH   SOLE   254,499 0 620,946
GENERAL DYNAMICS COM 369550108 22,765 116,130 SH   SOLE   88,755 0 27,375
GENESCO COM 371532102 6,096 105,595 SH   SOLE   36,630 0 68,965
GLOBAL SHIP LEASE INC CL A COM Y27183600 6,492 273,795 SH   SOLE   95,450 0 178,345
GLOBANT COM L44385109 409 1,455 SH   SOLE   585 0 870
GOLDMAN SACHS COM 38141G104 34,126 90,274 SH   SOLE   67,684 0 22,590
GRAFTECH INTL COM 384313508 11,051 1,070,793 SH   SOLE   311,824 0 758,969
GRAHAM CORP COM 384556106 1,843 148,594 SH   SOLE   54,411 0 94,183
GREAT LAKES DREDGE & DOCK COM 390607109 4,388 290,780 SH   SOLE   104,520 0 186,260
GREENHILL & CO INC COM 395259104 4,237 289,840 SH   SOLE   101,605 0 188,235
GROUP 1 AUTOMOTIVE INC COM 398905109 17,852 95,018 SH   SOLE   27,720 0 67,298
GULFPORT ENERGY COM 402635502 220 2,675 SH   SOLE   0 0 2,675
H&R BLOCK INC COM 093671105 6,747 269,892 SH   SOLE   78,738 0 191,154
HANCOCK WHITNEY CORP COM 410120109 23,392 496,434 SH   SOLE   142,772 0 353,662
HANGER INC COM 41043F208 4,655 211,995 SH   SOLE   74,510 0 137,485
HANMI FINANCIAL CORP COM 410495204 4,561 227,350 SH   SOLE   83,350 0 144,000
HAYNES INTERNATIONAL COM 420877201 2,606 69,960 SH   SOLE   25,660 0 44,300
HCI GROUP INC COM 40416E103 2,256 20,370 SH   SOLE   7,500 0 12,870
HERITAGE INSURANCE COM 42727J102 696 102,205 SH   SOLE   37,031 0 65,174
HERSHEY COMPANY COM 427866108 245 1,450 SH   SOLE   0 0 1,450
HILLENBRAND INC COM 431571108 11,821 277,156 SH   SOLE   80,857 0 196,299
HOME DEPOT INC COM 437076102 336 1,023 SH   SOLE   1,023 0 0
HOMESTREET INC COM 43785V102 3,842 93,355 SH   SOLE   34,350 0 59,005
HOMETRUST BANCSHARES COM 437872104 3,037 108,550 SH   SOLE   39,930 0 68,620
HONEYWELL INTERNATIONAL COM 438516106 206 972 SH   SOLE   972 0 0
HOOKER FURNISHINGS CORP COM 439038100 865 32,050 SH   SOLE   11,950 0 20,100
HORACE MANN EDUCATORS COM 440327104 237 5,950 SH   SOLE   0 0 5,950
HORIZON BANCORP INC COM 440407104 3,594 197,776 SH   SOLE   72,477 0 125,299
HP INC COM 40434L105 12,539 458,305 SH   SOLE   349,030 0 109,275
HUBSPOT INC COM 443573100 394 583 SH   SOLE   0 0 583
HUNTINGTON BANCSHARES INC COM 446150104 22,770 1,472,850 SH   SOLE   1,123,050 0 349,800
IDEXX LABORATORIES INC COM 45168D104 386 620 SH   SOLE   0 0 620
IDT CORP CL B COM 448947507 5,022 119,705 SH   SOLE   43,895 0 75,810
IMAX CORP COM 45245E109 5,488 289,160 SH   SOLE   103,500 0 185,660
INDEPENDENT BANK MI COM 453838609 4,819 224,360 SH   SOLE   82,800 0 141,560
INOVALON HOLDINGS INC A COM 45781D101 348 8,628 SH   SOLE   0 0 8,628
INSPIRED ENTERTAINMENT COM 45782N108 2,444 208,930 SH   SOLE   77,175 0 131,755
INTERCONTINENTAL EXCH COM 45866F104 349 3,036 SH   SOLE   945 0 2,091
INTERNATIONAL SEAWAYS INC COM Y41053102 3,766 206,670 SH   SOLE   71,350 0 135,320
INTL GAME TECHNOLOGY COM G4863A108 16,272 618,223 SH   SOLE   180,266 0 437,957
IRADIMED CORP COM 46266A109 2,090 62,225 SH   SOLE   22,820 0 39,405
IRONWOOOD PHARMA CL A COM 46333X108 11,663 893,070 SH   SOLE   261,451 0 631,619
JABIL INC COM 466313103 10,702 183,350 SH   SOLE   140,125 0 43,225
JAMF HOLDING CORP COM 47074L105 691 17,937 SH   SOLE   5,457 0 12,480
JOHNSON & JOHNSON COM 478160104 51,621 319,632 SH   SOLE   242,182 0 77,450
JOHNSON CONTROLS INTL COM G51502105 18,419 270,544 SH   SOLE   205,894 0 64,650
JPMORGAN CHASE COM 46625H100 55,393 338,399 SH   SOLE   254,314 0 84,085
JUNIPER NETWORKS INC COM 48203R104 19,739 717,275 SH   SOLE   546,650 0 170,625
KB HOME COM 48666K109 10,499 269,754 SH   SOLE   78,698 0 191,056
KBR INC COM 48242W106 23,578 598,420 SH   SOLE   174,265 0 424,155
KELLY SERVICES INC -A COM 488152208 3,092 163,755 SH   SOLE   56,170 0 107,585
KENNAMETAL INC COM 489170100 10,585 309,234 SH   SOLE   90,216 0 219,018
KEYSIGHT TECHNOLOGIES COM 49338L103 306 1,865 SH   SOLE   0 0 1,865
KIMBALL ELECTRONICS COM 49428J109 3,093 120,040 SH   SOLE   43,910 0 76,130
KIRKLANDS INC COM 497498105 3,014 156,910 SH   SOLE   57,825 0 99,085
KLA CORP COM 482480100 331 990 SH   SOLE   0 0 990
KONTOOR BRANDS COM 50050N103 10,931 218,835 SH   SOLE   64,050 0 154,785
KRATON CORP COM 50077C106 7,778 170,422 SH   SOLE   50,137 0 120,285
KROGER CO COM 501044101 25,717 636,076 SH   SOLE   476,866 0 159,210
KULICKE & SOFFA INDS COM 501242101 14,028 240,704 SH   SOLE   67,772 0 172,932
LAKELAND BANCORP COM 511637100 4,492 254,770 SH   SOLE   93,550 0 161,220
LAM RESEARCH CORP COM 512807108 20,378 35,805 SH   SOLE   26,735 0 9,070
LANDSEA HOMES CORP COM 51509P103 2,995 345,790 SH   SOLE   126,480 0 219,310
LAZARD LTD-CL A COM G54050102 16,699 364,600 SH   SOLE   105,993 0 258,607
LULULEMON ATHLETICA INC COM 550021109 992 2,451 SH   SOLE   611 0 1,840
LUTHER BURBANK CORP COM 550550107 2,284 170,340 SH   SOLE   62,165 0 108,175
LYONDELLBASELL INDU-CL A COM N53745100 16,914 180,221 SH   SOLE   133,706 0 46,515
M/I HOMES INC COM 55305B101 12,341 213,519 SH   SOLE   62,292 0 151,227
MARIVAI LIFESCIENCES COM 56600D107 655 13,341 SH   SOLE   3,259 0 10,082
MASTEC INC COM 576323109 6,789 78,682 SH   SOLE   22,955 0 55,727
MEDNAX COM 58502B106 11,187 393,487 SH   SOLE   114,795 0 278,692
MEDTRONIC PLC COM G5960L103 22,070 176,065 SH   SOLE   133,890 0 42,175
MEREDITH CORP COM 589433101 9,135 163,995 SH   SOLE   48,010 0 115,985
META FINANCIAL GROUP COM 59100U108 218 4,155 SH   SOLE   0 0 4,155
MGIC INVT CORP WIS COM 552848103 20,930 1,399,087 SH   SOLE   406,728 0 992,359
MICROCHIP TECHNOLOGY INC COM 595017104 555 3,613 SH   SOLE   1,151 0 2,462
MICRON TECHNOLOGY INC COM 595112103 10,520 148,215 SH   SOLE   113,290 0 34,925
MICROSOFT CORP COM 594918104 1,225 4,346 SH   SOLE   2,921 0 1,425
MINERALS TECHNOLOGIES INC COM 603158106 10,968 157,045 SH   SOLE   45,815 0 111,230
MISTRAS GROUP COM 60649T107 3,747 368,775 SH   SOLE   135,990 0 232,785
MONOLITHIC POWER SYSTEMS COM 609839105 365 754 SH   SOLE   354 0 400
MOOG INC CL A COM 615394202 308 4,040 SH   SOLE   0 0 4,040
MOTORCAR PARTS OF AMERICA COM 620071100 3,326 170,570 SH   SOLE   62,520 0 108,050
MSCI INC COM 55354G100 316 519 SH   SOLE   0 0 519
MURPHY OIL CORP COM 626717102 10,391 416,152 SH   SOLE   121,658 0 294,494
MYERS INDS INC COM 628464109 3,845 196,485 SH   SOLE   71,948 0 124,537
NAPCO SECURITY TECHNOLOGIES COM 630402105 4,564 105,940 SH   SOLE   38,768 0 67,172
NATERA INC COM 632307104 350 3,145 SH   SOLE   0 0 3,145
NATIONAL FUEL GAS CO COM 636180101 17,936 341,500 SH   SOLE   99,670 0 241,830
NATURAL GAS SERVICES GROUP COM 63886Q109 2,658 256,030 SH   SOLE   93,245 0 162,785
NETFLIX INC COM 64110L106 323 529 SH   SOLE   529 0 0
NEXTGEN HEALTHCARE INC COM 65343C102 3,123 221,522 SH   SOLE   64,630 0 156,892
NIKE INC -CL B COM 654106103 310 2,137 SH   SOLE   2,137 0 0
NORTHEAST BANCORP COM 66405S100 2,602 77,155 SH   SOLE   28,241 0 48,914
NORTHWEST PIPE COM 667746101 3,399 143,425 SH   SOLE   52,600 0 90,825
NOW INC COM 67011P100 2,391 312,505 SH   SOLE   115,355 0 197,150
NVE CORP COM 629445206 2,743 42,875 SH   SOLE   15,745 0 27,130
NVENT ELECTRIC PLC COM G6700G107 11,495 355,561 SH   SOLE   103,962 0 251,599
NVIDIA CORP COM 67066G104 904 4,362 SH   SOLE   2,337 0 2,025
O'REILLY AUTOMOTIVE INC COM 67103H107 375 614 SH   SOLE   0 0 614
OCEANEERING INTL INC COM 675232102 158 11,845 SH   SOLE   0 0 11,845
OCEANFIRST FINL CORP COM 675234108 464 21,670 SH   SOLE   7,025 0 14,645
OIL STATES INTERNATIONAL INC COM 678026105 13,841 2,166,057 SH   SOLE   661,336 0 1,504,721
OLD NATIONAL BANCORP COM 680033107 11,632 686,232 SH   SOLE   201,524 0 484,708
OLYMPIC STEEL INC COM 68162K106 4,765 195,611 SH   SOLE   68,466 0 127,145
ON SEMICONDUCTOR CORP COM 682189105 213 4,646 SH   SOLE   0 0 4,646
ORACLE CORPORATION COM 68389X105 24,838 285,065 SH   SOLE   214,440 0 70,625
ORION GROUP HLDGS COM 68628V308 3,573 656,800 SH   SOLE   240,675 0 416,125
OSHKOSH CORP COM 688239201 7,403 72,314 SH   SOLE   21,097 0 51,217
OTTER TAIL CORP COM 689648103 613 10,955 SH   SOLE   4,000 0 6,955
PACKAGING CORP OF AMERICA COM 695156109 17,579 127,905 SH   SOLE   97,455 0 30,450
PALO ALTO NETWORKS INC COM 697435105 538 1,124 SH   SOLE   0 0 1,124
PATTERSON COS INC COM 703395103 273 9,050 SH   SOLE   0 0 9,050
PAYLOCITY HOLDING COM 70438V106 285 1,018 SH   SOLE   0 0 1,018
PAYPAL INC COM 70450Y103 907 3,485 SH   SOLE   1,885 0 1,600
PC-TEL INC COM 69325Q105 2,352 378,205 SH   SOLE   138,485 0 239,720
PEOPLES BANCORP INC COM 709789101 5,314 168,125 SH   SOLE   58,310 0 109,815
PORTLAND GENERAL ELECTRIC COM 736508847 409 8,705 SH   SOLE   0 0 8,705
PREMIER FINANCIAL CORP COM 74052F108 4,320 135,673 SH   SOLE   47,384 0 88,289
PRESTIGE CONSUMER HEALTHCARE COM 74112D101 9,517 169,605 SH   SOLE   49,391 0 120,214
PRIMIS FINANCIAL CORP COM 74167B109 4,974 343,990 SH   SOLE   126,040 0 217,950
PRIMORIS SERVICES CORP COM 74164F103 9,514 388,473 SH   SOLE   113,333 0 275,140
PROGRESS SOFTWARE CORP COM COM 743312100 12,355 251,177 SH   SOLE   71,926 0 179,251
PRUDENTIAL FINANCIAL COM 744320102 25,274 240,250 SH   SOLE   183,145 0 57,105
RADIAN GROUP INC COM 750236101 8,989 395,631 SH   SOLE   115,678 0 279,953
RAMACO RESOURCES INC COM 75134P303 3,223 261,810 SH   SOLE   88,995 0 172,815
RED ROBIN GOURMET COM 75689M101 2,926 126,905 SH   SOLE   46,855 0 80,050
REGAL-BELOIT CORP COM 758750103 13,319 88,590 SH   SOLE   25,845 0 62,745
REPLIGEN CORP COM 759916109 337 1,167 SH   SOLE   0 0 1,167
RITE AID CORP COM 767754872 3,507 247,000 SH   SOLE   86,250 0 160,750
ROCKWELL AUTOMATION COM 773903109 330 1,123 SH   SOLE   0 0 1,123
ROKU INC COM 77543R102 243 776 SH   SOLE   0 0 776
RUMBLEON INC COM 781386305 4,096 105,090 SH   SOLE   36,955 0 68,135
SALESFORCE COM 79466L302 267 985 SH   SOLE   985 0 0
SALLY BEAUTY HOLDINGS INC COM 79546E104 9,662 573,425 SH   SOLE   167,636 0 405,789
SANMINA SCI CORP COM 801056102 10,719 278,130 SH   SOLE   81,140 0 196,990
SCHLUMBERGER LTD COM 806857108 15,130 510,470 SH   SOLE   382,695 0 127,775
SCIENCE APPLICATIONS INTL COM 808625107 17,584 205,517 SH   SOLE   60,091 0 145,426
SEAGEN INC COM 81181C104 241 1,422 SH   SOLE   392 0 1,030
SELECT MEDICAL HOLDINGS COM 81619Q105 14,839 410,250 SH   SOLE   120,076 0 290,174
SHOE CARNIVAL COM 824889109 5,206 160,585 SH   SOLE   58,795 0 101,790
SHYFT GROUP INC COM 825698103 3,571 93,960 SH   SOLE   34,595 0 59,365
SIERRA BANCORP COM 82620P102 4,543 187,115 SH   SOLE   68,385 0 118,730
SIERRA WIRELESS INC COM 826516106 2,354 151,875 SH   SOLE   55,475 0 96,400
SILICOM LTD COM M84116108 2,224 51,425 SH   SOLE   18,855 0 32,570
SMART GLOBAL HOLDINGS COM G8232Y101 2,522 56,665 SH   SOLE   20,805 0 35,860
SMARTFINANCIAL INC COM 83190L208 4,161 160,950 SH   SOLE   59,325 0 101,625
SPARTANNASH COM 847215100 10,483 478,693 SH   SOLE   154,133 0 324,560
SPECTRUM BRANDS HOLDINGS COM 84790A105 10,792 112,801 SH   SOLE   32,891 0 79,910
SPOK HOLDINGS COM 84863T106 3,166 309,827 SH   SOLE   113,619 0 196,208
STANLEY BLACK & DECKER INC COM 854502101 20,462 116,720 SH   SOLE   88,920 0 27,800
STARBUCKS CORP COM 855244109 603 5,464 SH   SOLE   2,389 0 3,075
STEEL DYNAMICS INC COM 858119100 11,495 196,560 SH   SOLE   149,785 0 46,775
STERIS PLC COM G8473T100 345 1,688 SH   SOLE   0 0 1,688
STERLING CONSTRUCTION COM 859241101 5,172 228,150 SH   SOLE   79,200 0 148,950
SUPERNUS PHARMACEUTICALS COM 868459108 469 17,597 SH   SOLE   5,136 0 12,461
SYNOPSYS INC COM 871607107 277 925 SH   SOLE   0 0 925
TARGET CORP COM 87612E106 29,052 126,990 SH   SOLE   95,375 0 31,615
TERRITORIAL BANCORP INC COM 88145X108 1,147 45,180 SH   SOLE   16,575 0 28,605
TESLA MOTORS INC COM 88160R101 686 884 SH   SOLE   534 0 350
TETRA TECHNOLOGIES INC COM 88162F105 3,628 1,162,735 SH   SOLE   420,515 0 742,220
TIMKEN CO COM 887389104 8,183 125,085 SH   SOLE   36,492 0 88,593
TOWER SEMICONDUCTOR LTD COM M87915274 14,478 484,211 SH   SOLE   141,277 0 342,934
TRIMBLE NAVIGATION LTD COM 896239100 208 2,530 SH   SOLE   0 0 2,530
TTM TECHNOLOGIES COM 87305R109 10,735 854,030 SH   SOLE   249,024 0 605,006
TUTOR PERINI CORP COM 901109108 3,551 273,540 SH   SOLE   92,935 0 180,605
TWILIO INC A COM 90138F102 411 1,289 SH   SOLE   349 0 940
TWITTER INC COM 90184L102 345 5,710 SH   SOLE   0 0 5,710
TYSON FOODS A COM 902494103 20,700 262,220 SH   SOLE   199,720 0 62,500
UFP INDUSTRIES INC COM 90278Q108 17,358 255,341 SH   SOLE   74,454 0 180,887
ULTA BEAUTY INC COM 90384S303 210 583 SH   SOLE   0 0 583
ULTRA CLEAN HOLDINGS COM 90385V107 16,026 376,208 SH   SOLE   109,999 0 266,209
UMPQUA HLDGS CORP COM 904214103 16,059 793,023 SH   SOLE   230,539 0 562,484
UNITED HEALTH GROUP COM 91324P102 658 1,685 SH   SOLE   710 0 975
UNITED RENTALS INC COM 911363109 20,354 58,000 SH   SOLE   44,200 0 13,800
UNITIL CORP COM 913259107 3,846 89,898 SH   SOLE   31,710 0 58,188
UNIVAR SOLUTIONS INC COM 91336L107 16,607 697,168 SH   SOLE   203,391 0 493,777
UNIVERSAL ELECTRONICS COM 913483103 5,401 109,665 SH   SOLE   38,975 0 70,690
UNIVERSAL HEALTH SERVICES B COM 913903100 14,610 105,585 SH   SOLE   80,710 0 24,875
UNIVERSAL STAINLESS COM 913837100 1,595 156,855 SH   SOLE   57,880 0 98,975
UNUM GROUP COM 91529Y106 16,991 677,994 SH   SOLE   197,099 0 480,895
VAREX IMAGING CORP COM 92214X106 3,622 128,429 SH   SOLE   37,586 0 90,843
VENATOR MATERIALS PLC COM G9329Z100 2,399 841,920 SH   SOLE   308,680 0 533,240
VERISK ANALYTICS A COM 92345Y106 326 1,629 SH   SOLE   0 0 1,629
VERIZON COMM INC COM 92343V104 29,320 542,859 SH   SOLE   413,474 0 129,385
VISA INC A COM 92826C839 787 3,534 SH   SOLE   1,784 0 1,750
VISHAY INTERTECHNOLOGY INC COM 928298108 18,059 898,922 SH   SOLE   259,029 0 639,893
VISHAY PRECISION GROUP COM 92835K103 3,020 86,850 SH   SOLE   31,895 0 54,955
VISTA OUTDOOR COM 928377100 8,498 210,822 SH   SOLE   61,642 0 149,180
WABASH NATIONAL CORP COM 929566107 3,160 208,850 SH   SOLE   76,355 0 132,495
WASHINGTON FEDERAL INC COM 938824109 11,121 324,124 SH   SOLE   94,226 0 229,898
WASHINGTON TRUST BANCORP COM 940610108 4,393 82,925 SH   SOLE   30,260 0 52,665
WATERSTONE FINANCIAL INC COM 94188P101 4,126 201,370 SH   SOLE   72,810 0 128,560
WERNER ENTERPRISES INC COM 950755108 7,855 177,437 SH   SOLE   50,298 0 127,139
WESBANCO INC COM 950810101 10,143 297,617 SH   SOLE   86,520 0 211,097
WESCO INTERNATIONAL INC COM 95082P105 839 7,275 SH   SOLE   1,390 0 5,885
WHITING PETE CORP COM 966387508 6,770 115,900 SH   SOLE   33,761 0 82,139
WILLIAMS-SONOMA INC COM 969904101 321 1,812 SH   SOLE   0 0 1,812
WINNEBAGO INDS COM 974637100 11,867 163,799 SH   SOLE   47,885 0 115,914
WINTRUST FINL CORP COM 97650W108 15,422 191,885 SH   SOLE   55,782 0 136,103
WOLVERINE WORLD WIDE INC COM 978097103 9,553 320,139 SH   SOLE   93,397 0 226,742
WORTHINGTON INDUSTRIES COM 981811102 10,077 191,212 SH   SOLE   55,784 0 135,428
XPERI HOLDING COM 98390M103 8,080 428,867 SH   SOLE   125,117 0 303,750
XYLEM INC COM 98419M100 301 2,433 SH   SOLE   0 0 2,433
ZOETIS INC COM 98978V103 1,137 5,855 SH   SOLE   1,738 0 4,117
ZSCALER INC COM 98980G102 933 3,559 SH   SOLE   748 0 2,811
ROYAL DUTCH SHELL PLC ADR ADR 780259107 21,069 475,929 SH   SOLE   356,654 0 119,275
SILICON MOTION TECHNOL-ADR ADR 82706C108 222 3,215 SH   SOLE   0 0 3,215