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 |
ACTIVISION BLIZZARD INC COM | COM | 00507V109 | 566 | 6,800 | SH | | SOLE | | 6,800 | 0 | 0 |
ADOBE SYSTEMS INC (DE) | COM | 00724F101 | 695 | 2,575 | SH | | SOLE | | 2,575 | 0 | 0 |
ADVANCED AUTO PTS INC | COM | 00751Y106 | 2,660 | 15,800 | SH | | SOLE | | 15,800 | 0 | 0 |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 1,748 | 23,900 | SH | | SOLE | | 23,900 | 0 | 0 |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 1,698 | 1,423 | SH | | SOLE | | 1,423 | 0 | 0 |
AMAZON.COM INC COM | COM | 023135106 | 1,092 | 545 | SH | | SOLE | | 545 | 0 | 0 |
AMBARELLA INC F | COM | G037AX101 | 10,770 | 278,431 | SH | | SOLE | | 278,431 | 0 | 0 |
AMERICAN HOMES 4 RENT CL A | COM | 02665T306 | 587 | 26,800 | SH | | SOLE | | 26,800 | 0 | 0 |
AMERICAN TOWER CORP CL A | COM | 03027X100 | 697 | 4,800 | SH | | SOLE | | 4,800 | 0 | 0 |
AMERICAN WOODMARK CORP | COM | 030506109 | 16,701 | 212,889 | SH | | SOLE | | 212,889 | 0 | 0 |
AMN HEALTHCARE SRVCS | COM | 001744101 | 30,943 | 565,688 | SH | | SOLE | | 565,688 | 0 | 0 |
ANALOG DEVICES INC COM | COM | 032654105 | 1,442 | 15,600 | SH | | SOLE | | 15,600 | 0 | 0 |
ANGIODYNAMICS INC | COM | 03475V101 | 10,800 | 496,775 | SH | | SOLE | | 496,775 | 0 | 0 |
ANIXTER INTL INC | COM | 035290105 | 16,520 | 234,992 | SH | | SOLE | | 234,992 | 0 | 0 |
APERGY CORP COM | COM | 03755L104 | 1,477 | 33,900 | SH | | SOLE | | 33,900 | 0 | 0 |
APPLE INC | COM | 037833100 | 2,575 | 11,405 | SH | | SOLE | | 11,405 | 0 | 0 |
ARGO GROUP INTL HLDG F | COM | G0464B107 | 16,670 | 264,387 | SH | | SOLE | | 264,387 | 0 | 0 |
AT HOME GROUP INC | COM | 04650Y100 | 1,349 | 42,800 | SH | | SOLE | | 42,800 | 0 | 0 |
ATMOS ENERGY CORP COM | COM | 049560105 | 1,174 | 12,500 | SH | | SOLE | | 12,500 | 0 | 0 |
AUTODESK INC COM | COM | 052769106 | 2,217 | 14,200 | SH | | SOLE | | 14,200 | 0 | 0 |
BALCHEM CORP | COM | 057665200 | 21,979 | 196,086 | SH | | SOLE | | 196,086 | 0 | 0 |
BARNES GROUP INC | COM | 067806109 | 22,683 | 319,340 | SH | | SOLE | | 319,340 | 0 | 0 |
BAXTER INTL INC COM | COM | 071813109 | 632 | 8,200 | SH | | SOLE | | 8,200 | 0 | 0 |
BENCHMARK ELECTRONIC | COM | 08160H101 | 10,740 | 458,972 | SH | | SOLE | | 458,972 | 0 | 0 |
BERRY PLASTICS GROUP INC COM | COM | 08579W103 | 416 | 8,600 | SH | | SOLE | | 8,600 | 0 | 0 |
BIG LOTS INC COM | COM | 089302103 | 10,602 | 253,702 | SH | | SOLE | | 253,702 | 0 | 0 |
BIO TECHNE CORP | COM | 09073M104 | 1,572 | 7,700 | SH | | SOLE | | 7,700 | 0 | 0 |
BIOGEN IDEC INC COM | COM | 09062X103 | 583 | 1,650 | SH | | SOLE | | 1,650 | 0 | 0 |
BLACKROCK INC | COM | 09247X101 | 493 | 1,045 | SH | | SOLE | | 1,045 | 0 | 0 |
BOJANGLES INC | COM | 097488100 | 14,382 | 916,045 | SH | | SOLE | | 916,045 | 0 | 0 |
BOOKING HOLDINGS INC | COM | 09857L108 | 595 | 300 | SH | | SOLE | | 300 | 0 | 0 |
BOSTON SCIENTIFIC CORP COM | COM | 101137107 | 670 | 17,400 | SH | | SOLE | | 17,400 | 0 | 0 |
BROADCOM INC | COM | 11135F101 | 592 | 2,400 | SH | | SOLE | | 2,400 | 0 | 0 |
BROADRIDGE FINL SOLUTIONS INC | COM | 11133T103 | 1,666 | 12,625 | SH | | SOLE | | 12,625 | 0 | 0 |
C A C I INC CLASS A | COM | 127190304 | 27,285 | 148,168 | SH | | SOLE | | 148,168 | 0 | 0 |
C T S CORP | COM | 126501105 | 11,518 | 335,804 | SH | | SOLE | | 335,804 | 0 | 0 |
CALAMP CORP | COM | 128126109 | 19,942 | 832,319 | SH | | SOLE | | 832,319 | 0 | 0 |
CALLON PETROLEUM CO | COM | 13123X102 | 17,808 | 1,485,264 | SH | | SOLE | | 1,485,264 | 0 | 0 |
CAMBREX CORP | COM | 132011107 | 16,680 | 243,863 | SH | | SOLE | | 243,863 | 0 | 0 |
CAROLINA FINL CORP | COM | 143873107 | 13,789 | 365,570 | SH | | SOLE | | 365,570 | 0 | 0 |
CARPENTER TECHNOLOGY | COM | 144285103 | 15,984 | 271,145 | SH | | SOLE | | 271,145 | 0 | 0 |
CARTER INC COM | COM | 146229109 | 601 | 6,100 | SH | | SOLE | | 6,100 | 0 | 0 |
CBRE GROUP INC CL A | COM | 12504L109 | 1,248 | 28,300 | SH | | SOLE | | 28,300 | 0 | 0 |
CDK GLOBAL INC | COM | 12508E101 | 1,089 | 17,400 | SH | | SOLE | | 17,400 | 0 | 0 |
CDW CORP | COM | 12514G108 | 2,330 | 26,200 | SH | | SOLE | | 26,200 | 0 | 0 |
CELGENE CORP COM | COM | 151020104 | 349 | 3,900 | SH | | SOLE | | 3,900 | 0 | 0 |
CENTENE CORP | COM | 15135B101 | 2,186 | 15,100 | SH | | SOLE | | 15,100 | 0 | 0 |
CENTERSTATE BANK CORP | COM | 15201P109 | 407 | 14,500 | SH | | SOLE | | 14,500 | 0 | 0 |
CHUBB LIMITED | COM | H1467J104 | 541 | 4,050 | SH | | SOLE | | 4,050 | 0 | 0 |
CHURCH & DWIGHT CO INC | COM | 171340102 | 2,624 | 44,200 | SH | | SOLE | | 44,200 | 0 | 0 |
CIGNA CORP COM | COM | 125509109 | 625 | 3,000 | SH | | SOLE | | 3,000 | 0 | 0 |
CISCO SYS INC | COM | 17275R102 | 982 | 20,180 | SH | | SOLE | | 20,180 | 0 | 0 |
CITRIX SYSTEMS INC | COM | 177376100 | 1,845 | 16,600 | SH | | SOLE | | 16,600 | 0 | 0 |
CME GROUP INC COM | COM | 12572Q105 | 689 | 4,050 | SH | | SOLE | | 4,050 | 0 | 0 |
COLUMBIA BANKING SYS | COM | 197236102 | 12,851 | 331,472 | SH | | SOLE | | 331,472 | 0 | 0 |
COMCAST CORP CL A | COM | 20030N101 | 867 | 24,475 | SH | | SOLE | | 24,475 | 0 | 0 |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 760 | 24,700 | SH | | SOLE | | 24,700 | 0 | 0 |
CONCHO RESOURCES INC | COM | 20605P101 | 1,940 | 12,700 | SH | | SOLE | | 12,700 | 0 | 0 |
CONSTELLATION BRANDS INC CL A | COM | 21036P108 | 556 | 2,580 | SH | | SOLE | | 2,580 | 0 | 0 |
COOPER COS INC | COM | 216648402 | 2,106 | 7,600 | SH | | SOLE | | 7,600 | 0 | 0 |
COSTCO WHSL CORP NEW COM | COM | 22160K105 | 728 | 3,100 | SH | | SOLE | | 3,100 | 0 | 0 |
CRANE CO COM | COM | 224399105 | 1,485 | 15,100 | SH | | SOLE | | 15,100 | 0 | 0 |
D R HORTON INC | COM | 23331A109 | 839 | 19,900 | SH | | SOLE | | 19,900 | 0 | 0 |
DAVE & BUSTERS INC | COM | 238337109 | 14,572 | 220,048 | SH | | SOLE | | 220,048 | 0 | 0 |
DIAMONDBACK ENERGY INC COM | COM | 25278X109 | 2,136 | 15,800 | SH | | SOLE | | 15,800 | 0 | 0 |
DIGITAL RLTY TR INC COM | COM | 253868103 | 1,396 | 12,415 | SH | | SOLE | | 12,415 | 0 | 0 |
DOLLAR GENERAL CORP | COM | 256677105 | 2,634 | 24,100 | SH | | SOLE | | 24,100 | 0 | 0 |
DORMAN PRODUCTS INC | COM | 258278100 | 22,143 | 287,872 | SH | | SOLE | | 287,872 | 0 | 0 |
DOVER CORP | COM | 260003108 | 832 | 9,394 | SH | | SOLE | | 9,394 | 0 | 0 |
DXC TECHNOLOGY CO COM | COM | 23355L106 | 1,548 | 16,550 | SH | | SOLE | | 16,550 | 0 | 0 |
E TRADE FINANCIAL CORP COM NEW | COM | 269246401 | 1,392 | 26,570 | SH | | SOLE | | 26,570 | 0 | 0 |
EASTERLY GOVT PPTYS REIT | COM | 27616P103 | 21,244 | 1,096,747 | SH | | SOLE | | 1,096,747 | 0 | 0 |
EDWARDS LIFESCIENCES CORP COM | COM | 28176E108 | 2,681 | 15,400 | SH | | SOLE | | 15,400 | 0 | 0 |
EMERGENT BIOSOLUTION | COM | 29089Q105 | 7,321 | 111,214 | SH | | SOLE | | 111,214 | 0 | 0 |
EOG RESOURCES INC | COM | 26875P101 | 577 | 4,520 | SH | | SOLE | | 4,520 | 0 | 0 |
EXLSERVICE HOLDINGS | COM | 302081104 | 21,283 | 321,490 | SH | | SOLE | | 321,490 | 0 | 0 |
EXXON MOBIL CORP | COM | 30231G102 | 723 | 8,500 | SH | | SOLE | | 8,500 | 0 | 0 |
FACEBOOK INC-A | COM | 30303M102 | 925 | 5,625 | SH | | SOLE | | 5,625 | 0 | 0 |
FACTSET RESEARCH SYSTEMS INC | COM | 303075105 | 1,320 | 5,900 | SH | | SOLE | | 5,900 | 0 | 0 |
FEDEX CORP | COM | 31428X106 | 626 | 2,600 | SH | | SOLE | | 2,600 | 0 | 0 |
FIRST AMERN FINL CORP COM | COM | 31847R102 | 1,641 | 31,800 | SH | | SOLE | | 31,800 | 0 | 0 |
FIRST DATA CORP | COM | 32008D106 | 1,752 | 71,600 | SH | | SOLE | | 71,600 | 0 | 0 |
FIRST INDUSTRIAL REALTY TRUST | COM | 32054K103 | 349 | 11,100 | SH | | SOLE | | 11,100 | 0 | 0 |
FISERV INC | COM | 337738108 | 2,554 | 31,000 | SH | | SOLE | | 31,000 | 0 | 0 |
FIVE BELOW | COM | 33829M101 | 10,654 | 81,914 | SH | | SOLE | | 81,914 | 0 | 0 |
FLEETCOR TECHNOLOGIES INC COM | COM | 339041105 | 2,948 | 12,940 | SH | | SOLE | | 12,940 | 0 | 0 |
FMC CORP | COM | 302491303 | 2,066 | 23,700 | SH | | SOLE | | 23,700 | 0 | 0 |
FORTINET INC | COM | 34959E109 | 3,497 | 37,900 | SH | | SOLE | | 37,900 | 0 | 0 |
FORTUNE BRANDS HOME & SEC INC | COM | 34964C106 | 1,210 | 23,100 | SH | | SOLE | | 23,100 | 0 | 0 |
FORWARD AIR CORP | COM | 349853101 | 27,415 | 382,360 | SH | | SOLE | | 382,360 | 0 | 0 |
FRANKLIN ELECTRIC CO | COM | 353514102 | 18,171 | 384,578 | SH | | SOLE | | 384,578 | 0 | 0 |
GRAND CANYON ED INC | COM | 38526M106 | 1,376 | 12,200 | SH | | SOLE | | 12,200 | 0 | 0 |
GRANITE CONSTRUCTION | COM | 387328107 | 17,180 | 375,935 | SH | | SOLE | | 375,935 | 0 | 0 |
GRAPHIC PACKAGING HOLDING COMP | COM | 388689101 | 1,337 | 95,400 | SH | | SOLE | | 95,400 | 0 | 0 |
GREAT WESTERN BANCO | COM | 391416104 | 14,263 | 338,059 | SH | | SOLE | | 338,059 | 0 | 0 |
HARRIS CORP DEL COM | COM | 413875105 | 2,657 | 15,700 | SH | | SOLE | | 15,700 | 0 | 0 |
HOME DEPOT INC COM | COM | 437076102 | 1,067 | 5,150 | SH | | SOLE | | 5,150 | 0 | 0 |
HUNTINGTON BANCSHARES INC COM | COM | 446150104 | 473 | 31,700 | SH | | SOLE | | 31,700 | 0 | 0 |
IAC/INTERACTIVECORP | COM | 44919P508 | 2,492 | 11,500 | SH | | SOLE | | 11,500 | 0 | 0 |
IDACORP INC | COM | 451107106 | 24,505 | 246,950 | SH | | SOLE | | 246,950 | 0 | 0 |
IMAX CORP | COM | 45245E109 | 1,527 | 59,200 | SH | | SOLE | | 59,200 | 0 | 0 |
INCYTE CORP | COM | 45337C102 | 1,527 | 22,100 | SH | | SOLE | | 22,100 | 0 | 0 |
INGREDION INC COM | COM | 457187102 | 304 | 2,900 | SH | | SOLE | | 2,900 | 0 | 0 |
INPHI CORP | COM | 45772F107 | 1,584 | 41,700 | SH | | SOLE | | 41,700 | 0 | 0 |
INSULET CORP | COM | 45784P101 | 1,939 | 18,300 | SH | | SOLE | | 18,300 | 0 | 0 |
INTEGRA LIFESCIENCES | COM | 457985208 | 25,637 | 389,203 | SH | | SOLE | | 389,203 | 0 | 0 |
INTERCEPT PHARMACEUTICALS, INC | COM | 45845P108 | 1,516 | 12,000 | SH | | SOLE | | 12,000 | 0 | 0 |
ITT INC | COM | 45073V108 | 2,187 | 35,700 | SH | | SOLE | | 35,700 | 0 | 0 |
JACK HENRY & ASSOCIATES INC | COM | 426281101 | 752 | 4,700 | SH | | SOLE | | 4,700 | 0 | 0 |
JPMORGAN CHASE & CO | COM | 46625H100 | 1,385 | 12,275 | SH | | SOLE | | 12,275 | 0 | 0 |
KAR AUCTION SERVICES INC | COM | 48238T109 | 2,411 | 40,400 | SH | | SOLE | | 40,400 | 0 | 0 |
KEYCORP NEW COM | COM | 493267108 | 2,446 | 123,000 | SH | | SOLE | | 123,000 | 0 | 0 |
KFORCE INC | COM | 493732101 | 14,900 | 396,286 | SH | | SOLE | | 396,286 | 0 | 0 |
L H C GROUP | COM | 50187A107 | 25,990 | 252,356 | SH | | SOLE | | 252,356 | 0 | 0 |
L3 TECHNOLOGIES INC | COM | 502413107 | 1,977 | 9,300 | SH | | SOLE | | 9,300 | 0 | 0 |
LABORATORY CORP AMER HLDGS COM | COM | 50540R409 | 504 | 2,900 | SH | | SOLE | | 2,900 | 0 | 0 |
LAM RESH CORP COM | COM | 512807108 | 1,259 | 8,300 | SH | | SOLE | | 8,300 | 0 | 0 |
LAMB WESTON HLDGS INC | COM | 513272104 | 1,983 | 29,770 | SH | | SOLE | | 29,770 | 0 | 0 |
LILLY ELI & CO COM | COM | 532457108 | 794 | 7,400 | SH | | SOLE | | 7,400 | 0 | 0 |
LITTELFUSE INC | COM | 537008104 | 15,577 | 78,714 | SH | | SOLE | | 78,714 | 0 | 0 |
LTC PROPERTIES INC REIT | COM | 502175102 | 17,160 | 389,028 | SH | | SOLE | | 389,028 | 0 | 0 |
LYDALL INC | COM | 550819106 | 14,138 | 328,019 | SH | | SOLE | | 328,019 | 0 | 0 |
M S G NETWORK INC CLASS A | COM | 553573106 | 15,126 | 586,269 | SH | | SOLE | | 586,269 | 0 | 0 |
M T S SYSTEMS CORP | COM | 553777103 | 21,461 | 391,974 | SH | | SOLE | | 391,974 | 0 | 0 |
MADISON SQUARE GARDEN CO CL A | COM | 55825T103 | 1,387 | 4,400 | SH | | SOLE | | 4,400 | 0 | 0 |
MANULIFE FINL CORP COM | COM | 56501R106 | 275 | 15,400 | SH | | SOLE | | 15,400 | 0 | 0 |
MARCUS & MILLICHAP | COM | 566324109 | 20,253 | 583,481 | SH | | SOLE | | 583,481 | 0 | 0 |
MARTIN MARIETTA MATERIALS | COM | 573284106 | 2,020 | 11,100 | SH | | SOLE | | 11,100 | 0 | 0 |
MASIMO CORP | COM | 574795100 | 17,180 | 137,944 | SH | | SOLE | | 137,944 | 0 | 0 |
MASTEC INC | COM | 576323109 | 1,773 | 39,700 | SH | | SOLE | | 39,700 | 0 | 0 |
MASTERCARD INC CL A | COM | 57636Q104 | 824 | 3,700 | SH | | SOLE | | 3,700 | 0 | 0 |
MATADOR RESOURCES CO | COM | 576485205 | 22,322 | 675,391 | SH | | SOLE | | 675,391 | 0 | 0 |
MERCANTILE BANK CORP | COM | 587376104 | 11,397 | 341,530 | SH | | SOLE | | 341,530 | 0 | 0 |
METHODE ELECTRONICS | COM | 591520200 | 14,854 | 410,320 | SH | | SOLE | | 410,320 | 0 | 0 |
MICROCHIP TECHNOLOGY INC COM | COM | 595017104 | 1,594 | 20,200 | SH | | SOLE | | 20,200 | 0 | 0 |
MICROSOFT CORP | COM | 594918104 | 2,233 | 19,520 | SH | | SOLE | | 19,520 | 0 | 0 |
MOHAWK INDUSTRIES INC | COM | 608190104 | 807 | 4,600 | SH | | SOLE | | 4,600 | 0 | 0 |
MULTI COLOR CORP | COM | 625383104 | 17,200 | 276,301 | SH | | SOLE | | 276,301 | 0 | 0 |
NASDAQ STOCK MARKET INC | COM | 631103108 | 1,743 | 20,320 | SH | | SOLE | | 20,320 | 0 | 0 |
NAVIGANT CONSULTING | COM | 63935N107 | 17,273 | 749,026 | SH | | SOLE | | 749,026 | 0 | 0 |
NEXSTAR MEDIA GROUP CLASS A | COM | 65336K103 | 22,653 | 278,295 | SH | | SOLE | | 278,295 | 0 | 0 |
NEXTERA ENERGY INC COM | COM | 65339F101 | 603 | 3,600 | SH | | SOLE | | 3,600 | 0 | 0 |
NIKE INC CL B | COM | 654106103 | 712 | 8,400 | SH | | SOLE | | 8,400 | 0 | 0 |
NORTHERN TR CORP COM | COM | 665859104 | 2,331 | 22,825 | SH | | SOLE | | 22,825 | 0 | 0 |
O'REILLY AUTOMOTIVE INC NEW CO | COM | 67103H107 | 3,122 | 8,990 | SH | | SOLE | | 8,990 | 0 | 0 |
OCCIDENTAL PETE CORP COM | COM | 674599105 | 464 | 5,650 | SH | | SOLE | | 5,650 | 0 | 0 |
OLD DOMINION FREIGHT LINE | COM | 679580100 | 1,951 | 12,100 | SH | | SOLE | | 12,100 | 0 | 0 |
OLD NATL BANCORP IND | COM | 680033107 | 20,472 | 1,060,701 | SH | | SOLE | | 1,060,701 | 0 | 0 |
OMNICELL INC | COM | 68213N109 | 23,163 | 322,159 | SH | | SOLE | | 322,159 | 0 | 0 |
ONEMAIN HOLDINGS INC | COM | 68268W103 | 1,284 | 38,200 | SH | | SOLE | | 38,200 | 0 | 0 |
OSHKOSH CORP COM | COM | 688239201 | 1,555 | 21,825 | SH | | SOLE | | 21,825 | 0 | 0 |
P C CONNECTION INC | COM | 69318J100 | 15,652 | 402,461 | SH | | SOLE | | 402,461 | 0 | 0 |
PAYCHEX INC COM | COM | 704326107 | 1,635 | 22,200 | SH | | SOLE | | 22,200 | 0 | 0 |
PDC ENERGY INC | COM | 69327R101 | 9,866 | 201,504 | SH | | SOLE | | 201,504 | 0 | 0 |
PERKINELMER INC | COM | 714046109 | 1,593 | 16,375 | SH | | SOLE | | 16,375 | 0 | 0 |
PHILLIPS 66 | COM | 718546104 | 406 | 3,600 | SH | | SOLE | | 3,600 | 0 | 0 |
PLATFORM SPECIALTY PRODUCTS CO | COM | 72766Q105 | 1,954 | 156,700 | SH | | SOLE | | 156,700 | 0 | 0 |
POST HLDGS INC COM | COM | 737446104 | 1,529 | 15,600 | SH | | SOLE | | 15,600 | 0 | 0 |
PURE STORAGE INC CL A | COM | 74624M102 | 1,900 | 73,200 | SH | | SOLE | | 73,200 | 0 | 0 |
QUANTA SVCS INC COM | COM | 74762E102 | 2,092 | 62,675 | SH | | SOLE | | 62,675 | 0 | 0 |
RAYTHEON CO COM NEW | COM | 755111507 | 579 | 2,800 | SH | | SOLE | | 2,800 | 0 | 0 |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 1,642 | 27,700 | SH | | SOLE | | 27,700 | 0 | 0 |
ROPER INDUSTRIES INC | COM | 776696106 | 2,411 | 8,140 | SH | | SOLE | | 8,140 | 0 | 0 |
ROSS STORES INC COM | COM | 778296103 | 2,914 | 29,400 | SH | | SOLE | | 29,400 | 0 | 0 |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 539 | 4,150 | SH | | SOLE | | 4,150 | 0 | 0 |
Sarepta Therapeutics Inc | COM | 803607100 | 1,712 | 10,600 | SH | | SOLE | | 10,600 | 0 | 0 |
SCHLUMBERGER LTD | COM | 806857108 | 452 | 7,425 | SH | | SOLE | | 7,425 | 0 | 0 |
SEATTLE GENETICS INC | COM | 812578102 | 1,427 | 18,500 | SH | | SOLE | | 18,500 | 0 | 0 |
SELECTIVE INS GROUP | COM | 816300107 | 29,661 | 467,099 | SH | | SOLE | | 467,099 | 0 | 0 |
SENSIENT TECHNOLOGIES | COM | 81725T100 | 20,687 | 270,383 | SH | | SOLE | | 270,383 | 0 | 0 |
SERVICENOW INC COM | COM | 81762P102 | 2,524 | 12,900 | SH | | SOLE | | 12,900 | 0 | 0 |
SILICON MOTION TECHNOL F SPONS | COM | 82706C108 | 15,893 | 295,967 | SH | | SOLE | | 295,967 | 0 | 0 |
SOUTHSIDE BANCSHARES | COM | 84470P109 | 16,240 | 466,657 | SH | | SOLE | | 466,657 | 0 | 0 |
SOUTHWEST AIRLS CO COM | COM | 844741108 | 606 | 9,700 | SH | | SOLE | | 9,700 | 0 | 0 |
SOUTHWEST GAS CORP COM | COM | 844895102 | 364 | 4,600 | SH | | SOLE | | 4,600 | 0 | 0 |
SPLUNK INC | COM | 848637104 | 1,898 | 15,700 | SH | | SOLE | | 15,700 | 0 | 0 |
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 2,393 | 42,100 | SH | | SOLE | | 42,100 | 0 | 0 |
STANDARD MOTOR PRODS | COM | 853666105 | 11,056 | 224,619 | SH | | SOLE | | 224,619 | 0 | 0 |
STARBUCKS CORP COM | COM | 855244109 | 631 | 11,100 | SH | | SOLE | | 11,100 | 0 | 0 |
STIFEL FINL CO | COM | 860630102 | 22,381 | 436,618 | SH | | SOLE | | 436,618 | 0 | 0 |
STURM RUGER & CO INC | COM | 864159108 | 12,466 | 180,543 | SH | | SOLE | | 180,543 | 0 | 0 |
SYKES ENTERPRISES | COM | 871237103 | 16,655 | 546,254 | SH | | SOLE | | 546,254 | 0 | 0 |
TELEFLEX INC | COM | 879369106 | 1,634 | 6,140 | SH | | SOLE | | 6,140 | 0 | 0 |
TETRA TECH INC | COM | 88162G103 | 23,865 | 349,410 | SH | | SOLE | | 349,410 | 0 | 0 |
THERMO FISHER CORP COM | COM | 883556102 | 805 | 3,300 | SH | | SOLE | | 3,300 | 0 | 0 |
TIMKEN CO COM | COM | 887389104 | 2,602 | 52,200 | SH | | SOLE | | 52,200 | 0 | 0 |
TWILIO INC CL A | COM | 90138F102 | 2,580 | 29,900 | SH | | SOLE | | 29,900 | 0 | 0 |
U M B FINL CORP | COM | 902788108 | 16,467 | 232,252 | SH | | SOLE | | 232,252 | 0 | 0 |
ULTA SALON COSMETICS & | COM | 90384S303 | 1,958 | 6,940 | SH | | SOLE | | 6,940 | 0 | 0 |
UNION BANKSHARES CO | COM | 90539J109 | 17,468 | 453,350 | SH | | SOLE | | 453,350 | 0 | 0 |
UNITED BANKSHRS INC | COM | 909907107 | 27,463 | 755,528 | SH | | SOLE | | 755,528 | 0 | 0 |
UNITIL CORP | COM | 913259107 | 7,240 | 142,249 | SH | | SOLE | | 142,249 | 0 | 0 |
US BANCORP DEL | COM | 902973304 | 459 | 8,700 | SH | | SOLE | | 8,700 | 0 | 0 |
VAREX IMAGING CORP | COM | 92214X106 | 8,627 | 301,012 | SH | | SOLE | | 301,012 | 0 | 0 |
VERIZON COMMUNICATIONS INC COM | COM | 92343V104 | 620 | 11,610 | SH | | SOLE | | 11,610 | 0 | 0 |
WASTE MANAGEMENT INC COM | COM | 94106L109 | 660 | 7,300 | SH | | SOLE | | 7,300 | 0 | 0 |
WELLS FARGO & CO NEW COM | COM | 949746101 | 457 | 8,700 | SH | | SOLE | | 8,700 | 0 | 0 |
XPO LOGISTICS INC | COM | 983793100 | 2,637 | 23,100 | SH | | SOLE | | 23,100 | 0 | 0 |
YUM CHINA HLDGS INC | COM | 98850P109 | 769 | 21,900 | SH | | SOLE | | 21,900 | 0 | 0 |
ZEBRA TECHNOLOGIES CORP CL A | COM | 989207105 | 2,546 | 14,400 | SH | | SOLE | | 14,400 | 0 | 0 |
ZOETIS INC CL A | COM | 98978V103 | 531 | 5,800 | SH | | SOLE | | 5,800 | 0 | 0 |