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 |
Actuant Corp | COM | 00508X203 | 47,126 | 1,840,860 | SH | | SOLE | | 1,633,385 | 0 | 207,475 |
Acxiom Corp | COM | 005125109 | 15,763 | 639,752 | SH | | SOLE | | 629,757 | 0 | 9,995 |
Aetna Inc | COM | 00817Y108 | 41,868 | 263,305 | SH | | SOLE | | 235,915 | 0 | 27,390 |
Air Products & Chemicals Inc | COM | 009158106 | 63,369 | 419,050 | SH | | SOLE | | 380,204 | 0 | 38,846 |
Albany International Corp | COM | 012348108 | 23,285 | 405,670 | SH | | SOLE | | 399,400 | 0 | 6,270 |
Alexander & Baldwin Inc | COM | 014491104 | 21,704 | 468,465 | SH | | SOLE | | 461,205 | 0 | 7,260 |
Allegion PLC | COM | G0176J109 | 37,293 | 431,285 | SH | | SOLE | | 384,530 | 0 | 46,755 |
Allergan PLC | COM | G0177J108 | 87,262 | 425,770 | SH | | SOLE | | 384,353 | 0 | 41,417 |
Amber Road Inc | COM | 02318Y108 | 7,808 | 1,016,607 | SH | | SOLE | | 1,000,852 | 0 | 15,755 |
American Financial Group Inc/OH | COM | 025932104 | 21,904 | 211,733 | SH | | SOLE | | 172,893 | 0 | 38,840 |
American International Group Inc | COM | 026874784 | 47,105 | 767,300 | SH | | SOLE | | 702,030 | 0 | 65,270 |
American Water Works Co Inc | COM | 030420103 | 64,620 | 798,669 | SH | | SOLE | | 728,849 | 0 | 69,820 |
AMETEK Inc | COM | 031100100 | 19,762 | 299,245 | SH | | SOLE | | 299,245 | 0 | 0 |
Anheuser-Busch InBev SA/NV | COM | 03524A108 | 20,425 | 171,207 | SH | | SOLE | | 161,724 | 0 | 9,483 |
Aramark | COM | 03852U106 | 49,611 | 1,221,650 | SH | | SOLE | | 1,166,320 | 0 | 55,330 |
Ashland Global Holdings Inc | COM | 044186104 | 19,129 | 292,540 | SH | | SOLE | | 292,540 | 0 | 0 |
Associated Banc-Corp | COM | 045487105 | 89,107 | 3,674,521 | SH | | SOLE | | 3,307,845 | 0 | 366,676 |
Assurant Inc | COM | 04621X108 | 17,922 | 187,622 | SH | | SOLE | | 153,322 | 0 | 34,300 |
Atmos Energy Corp | COM | 049560105 | 71,261 | 849,970 | SH | | SOLE | | 816,495 | 0 | 33,475 |
AutoZone Inc | COM | 053332102 | 98,487 | 165,526 | SH | | SOLE | | 147,228 | 0 | 18,298 |
Avangrid Inc | COM | 05351W103 | 41,357 | 872,147 | SH | | SOLE | | 771,107 | 0 | 101,040 |
Banco Macro SA | COM | 05961W105 | 438 | 3,730 | SH | | SOLE | | 1,920 | 0 | 1,810 |
BancorpSouth Bank | COM | 05971J102 | 49,153 | 1,533,650 | SH | | SOLE | | 1,520,695 | 0 | 12,955 |
Bank of America Corp | COM | 060505104 | 64,801 | 2,557,247 | SH | | SOLE | | 2,396,222 | 0 | 161,025 |
Bank of Hawaii Corp | COM | 062540109 | 15,284 | 183,344 | SH | | SOLE | | 180,509 | 0 | 2,835 |
Basic Energy Services Inc | COM | 06985P209 | 15,890 | 823,322 | SH | | SOLE | | 672,692 | 0 | 150,630 |
Baxter International Inc | COM | 071813109 | 38 | 600 | SH | | SOLE | | 600 | 0 | 0 |
Beacon Roofing Supply Inc | COM | 073685109 | 59,288 | 1,156,842 | SH | | SOLE | | 1,022,753 | 0 | 134,089 |
Berkshire Hathaway Inc | COM | 084670702 | 92 | 500 | SH | | SOLE | | 500 | 0 | 0 |
Bio-Rad Laboratories Inc | COM | 090572207 | 61,620 | 277,294 | SH | | SOLE | | 228,729 | 0 | 48,565 |
Black Hills Corp | COM | 092113109 | 39,193 | 569,090 | SH | | SOLE | | 544,945 | 0 | 24,145 |
Black Knight Financial Services Inc | COM | 09214X100 | 9,803 | 227,720 | SH | | SOLE | | 227,720 | 0 | 0 |
Boston Private Financial Holdings Inc | COM | 101119105 | 23,019 | 1,390,850 | SH | | SOLE | | 1,369,310 | 0 | 21,540 |
Brightcove Inc | COM | 10921T101 | 13,477 | 1,871,845 | SH | | SOLE | | 1,842,821 | 0 | 29,024 |
Broadcom Ltd | COM | Y09827109 | 77,816 | 320,838 | SH | | SOLE | | 290,048 | 0 | 30,790 |
Calgon Carbon Corp | COM | 129603106 | 11,532 | 538,895 | SH | | SOLE | | 530,575 | 0 | 8,320 |
Callon Petroleum Co | COM | 13123X102 | 46,844 | 4,167,598 | SH | | SOLE | | 3,676,946 | 0 | 490,652 |
CBS Corp | COM | 124857202 | 9 | 162 | SH | | SOLE | | 0 | 0 | 162 |
Charles Schwab Corp/The | COM | 808513105 | 10,138 | 231,770 | SH | | SOLE | | 231,770 | 0 | 0 |
Chart Industries Inc | COM | 16115Q308 | 8,409 | 214,341 | SH | | SOLE | | 210,931 | 0 | 3,410 |
Cigna Corp | COM | 125509109 | 187 | 1,000 | SH | | SOLE | | 1,000 | 0 | 0 |
Coca-Cola Bottling Co Consolidated | COM | 191098102 | 21,506 | 99,680 | SH | | SOLE | | 98,050 | 0 | 1,630 |
Coca-Cola Co/The | COM | 191216100 | 360 | 8,000 | SH | | SOLE | | 8,000 | 0 | 0 |
CONMED Corp | COM | 207410101 | 53,797 | 1,025,284 | SH | | SOLE | | 986,514 | 0 | 38,770 |
Continental Resources Inc/OK | COM | 212015101 | 45,063 | 1,167,132 | SH | | SOLE | | 1,124,737 | 0 | 42,395 |
Cooper Cos Inc/The | COM | 216648402 | 19,362 | 81,659 | SH | | SOLE | | 66,701 | 0 | 14,958 |
Corporate Office Properties Trust | COM | 22002T108 | 53,482 | 1,629,058 | SH | | SOLE | | 1,444,483 | 0 | 184,575 |
Cott Corp | COM | 22163N106 | 30,586 | 2,037,692 | SH | | SOLE | | 2,006,187 | 0 | 31,505 |
CSX Corp | COM | 126408103 | 55,595 | 1,024,600 | SH | | SOLE | | 914,060 | 0 | 110,540 |
Curtiss-Wright Corp | COM | 231561101 | 42,881 | 410,185 | SH | | SOLE | | 367,440 | 0 | 42,745 |
Danaher Corp | COM | 235851102 | 102,034 | 1,189,484 | SH | | SOLE | | 1,073,061 | 0 | 116,423 |
Delphi Automotive PLC | COM | G27823106 | 30,445 | 309,405 | SH | | SOLE | | 264,280 | 0 | 45,125 |
DENTSPLY SIRONA Inc | COM | 24906P109 | 43,128 | 721,080 | SH | | SOLE | | 707,410 | 0 | 13,670 |
Dollar Tree Inc | COM | 256746108 | 17,450 | 200,992 | SH | | SOLE | | 189,031 | 0 | 11,961 |
Dover Corp | COM | 260003108 | 148,945 | 1,629,775 | SH | | SOLE | | 1,516,105 | 0 | 113,670 |
DowDuPont Inc | COM | 26078J100 | 19,407 | 280,330 | SH | | SOLE | | 239,840 | 0 | 40,490 |
Dun & Bradstreet Corp/The | COM | 26483E100 | 189,683 | 1,629,443 | SH | | SOLE | | 1,452,190 | 0 | 177,253 |
Edgewell Personal Care Co | COM | 28035Q102 | 56,933 | 782,368 | SH | | SOLE | | 698,633 | 0 | 83,735 |
Empire State Realty Trust Inc | COM | 292104106 | 25,176 | 1,225,688 | SH | | SOLE | | 1,000,938 | 0 | 224,750 |
Energen Corp | COM | 29265N108 | 78,364 | 1,433,141 | SH | | SOLE | | 1,303,431 | 0 | 129,710 |
EnPro Industries Inc | COM | 29355X107 | 20,435 | 253,756 | SH | | SOLE | | 249,821 | 0 | 3,935 |
Envestnet Inc | COM | 29404K106 | 19,018 | 372,900 | SH | | SOLE | | 367,040 | 0 | 5,860 |
EQT Corp | COM | 26884L109 | 18,769 | 287,685 | SH | | SOLE | | 245,000 | 0 | 42,685 |
Equinix Inc | COM | 29444U700 | 19,687 | 44,111 | SH | | SOLE | | 44,111 | 0 | 0 |
Equity Commonwealth | COM | 294628102 | 57,345 | 1,886,333 | SH | | SOLE | | 1,681,228 | 0 | 205,105 |
Extreme Networks Inc | COM | 30226D106 | 17,646 | 1,484,110 | SH | | SOLE | | 1,461,080 | 0 | 23,030 |
Exxon Mobil Corp | COM | 30231G102 | 471 | 5,750 | SH | | SOLE | | 550 | 0 | 5,200 |
FedEx Corp | COM | 31428X106 | 88,397 | 391,866 | SH | | SOLE | | 354,300 | 0 | 37,566 |
First Hawaiian Inc | COM | 32051X108 | 49,935 | 1,648,555 | SH | | SOLE | | 1,469,450 | 0 | 179,105 |
First Horizon National Corp | COM | 320517105 | 15,978 | 834,351 | SH | | SOLE | | 821,441 | 0 | 12,910 |
First Midwest Bancorp Inc/IL | COM | 320867104 | 58,834 | 2,512,125 | SH | | SOLE | | 2,246,360 | 0 | 265,765 |
FLIR Systems Inc | COM | 302445101 | 105,228 | 2,704,391 | SH | | SOLE | | 2,451,326 | 0 | 253,065 |
Flowers Foods Inc | COM | 343498101 | 22,236 | 1,182,124 | SH | | SOLE | | 965,334 | 0 | 216,790 |
Forum Energy Technologies Inc | COM | 34984V100 | 14,972 | 941,660 | SH | | SOLE | | 926,965 | 0 | 14,695 |
GCP Applied Technologies Inc | COM | 36164Y101 | 55,683 | 1,813,793 | SH | | SOLE | | 1,599,083 | 0 | 214,710 |
General Electric Co | COM | 369604103 | 199 | 8,246 | SH | | SOLE | | 0 | 0 | 8,246 |
G-III Apparel Group Ltd | COM | 36237H101 | 54,350 | 1,872,837 | SH | | SOLE | | 1,663,572 | 0 | 209,265 |
Gildan Activewear Inc | COM | 375916103 | 337 | 10,780 | SH | | SOLE | | 5,540 | 0 | 5,240 |
Halliburton Co | COM | 406216101 | 45,788 | 994,747 | SH | | SOLE | | 932,602 | 0 | 62,145 |
Hancock Holding Co | COM | 410120109 | 63,459 | 1,309,781 | SH | | SOLE | | 1,160,291 | 0 | 149,490 |
Hartford Financial Services Group Inc/The | COM | 416515104 | 35,237 | 635,695 | SH | | SOLE | | 622,795 | 0 | 12,900 |
Hewlett Packard Enterprise Co | COM | 42824C109 | 14,678 | 997,841 | SH | | SOLE | | 947,339 | 0 | 50,502 |
Honeywell International Inc | COM | 438516106 | 709 | 5,000 | SH | | SOLE | | 0 | 0 | 5,000 |
Horace Mann Educators Corp | COM | 440327104 | 14,418 | 366,405 | SH | | SOLE | | 360,745 | 0 | 5,660 |
Houghton Mifflin Harcourt Co | COM | 44157R109 | 32,411 | 2,689,675 | SH | | SOLE | | 2,552,650 | 0 | 137,025 |
Hubbell Inc | COM | 443510607 | 53,577 | 461,792 | SH | | SOLE | | 411,292 | 0 | 50,500 |
IAC/InterActiveCorp | COM | 44919P508 | 37,781 | 321,319 | SH | | SOLE | | 288,124 | 0 | 33,195 |
IHS Markit Ltd | COM | G47567105 | 43,228 | 980,665 | SH | | SOLE | | 942,180 | 0 | 38,485 |
Intercontinental Exchange Inc | COM | 45866F104 | 37,148 | 540,725 | SH | | SOLE | | 484,925 | 0 | 55,800 |
International Business Machines Corp | COM | 459200101 | 590 | 4,065 | SH | | SOLE | | 4,065 | 0 | 0 |
Investment Technology Group Inc | COM | 46145F105 | 17,571 | 793,640 | SH | | SOLE | | 781,365 | 0 | 12,275 |
Itron Inc | COM | 465741106 | 18,102 | 233,725 | SH | | SOLE | | 229,901 | 0 | 3,824 |
JELD-WEN Holding Inc | COM | 47580P103 | 21,029 | 592,035 | SH | | SOLE | | 582,850 | 0 | 9,185 |
John Bean Technologies Corp | COM | 477839104 | 16,559 | 163,790 | SH | | SOLE | | 161,255 | 0 | 2,535 |
Johnson Controls International plc | COM | G51502105 | 131,845 | 3,272,396 | SH | | SOLE | | 3,023,232 | 0 | 249,164 |
Keane Group Inc | COM | 48669A108 | 16,152 | 968,375 | SH | | SOLE | | 953,390 | 0 | 14,985 |
KeyCorp | COM | 493267108 | 114,177 | 6,066,815 | SH | | SOLE | | 5,545,735 | 0 | 521,080 |
Lumentum Holdings Inc | COM | 55024U109 | 61,340 | 1,128,604 | SH | | SOLE | | 982,904 | 0 | 145,700 |
MACOM Technology Solutions Holdings Inc | COM | 55405Y100 | 42,382 | 950,052 | SH | | SOLE | | 835,487 | 0 | 114,565 |
MB Financial Inc | COM | 55264U108 | 22,526 | 500,360 | SH | | SOLE | | 492,615 | 0 | 7,745 |
MetLife Inc | COM | 59156R108 | 16,319 | 314,130 | SH | | SOLE | | 296,940 | 0 | 17,190 |
Microchip Technology Inc | COM | 595017104 | 98,631 | 1,098,588 | SH | | SOLE | | 1,027,323 | 0 | 71,265 |
Microsoft Corp | COM | 594918104 | 5,896 | 79,150 | SH | | SOLE | | 79,150 | 0 | 0 |
Mohawk Industries Inc | COM | 608190104 | 81,306 | 328,495 | SH | | SOLE | | 307,674 | 0 | 20,821 |
Mondelez International Inc | COM | 609207105 | 48,320 | 1,188,403 | SH | | SOLE | | 1,072,973 | 0 | 115,430 |
MRC Global Inc | COM | 55345K103 | 14,371 | 821,695 | SH | | SOLE | | 808,985 | 0 | 12,710 |
Mueller Water Products Inc | COM | 624758108 | 22,357 | 1,746,617 | SH | | SOLE | | 1,718,222 | 0 | 28,395 |
Nasdaq Inc | COM | 631103108 | 60,813 | 783,978 | SH | | SOLE | | 751,148 | 0 | 32,830 |
Newfield Exploration Co | COM | 651290108 | 12,268 | 413,485 | SH | | SOLE | | 400,655 | 0 | 12,830 |
NextEra Energy Inc | COM | 65339F101 | 47,711 | 325,563 | SH | | SOLE | | 304,745 | 0 | 20,818 |
NiSource Inc | COM | 65473P105 | 51,478 | 2,011,663 | SH | | SOLE | | 1,807,538 | 0 | 204,125 |
Norfolk Southern Corp | COM | 655844108 | 92,679 | 700,841 | SH | | SOLE | | 635,681 | 0 | 65,160 |
Nutanix Inc | COM | 67059N108 | 14,668 | 655,134 | SH | | SOLE | | 535,099 | 0 | 120,035 |
Occidental Petroleum Corp | COM | 674599105 | 44,165 | 687,820 | SH | | SOLE | | 644,425 | 0 | 43,395 |
Omnicell Inc | COM | 68213N109 | 15,776 | 309,040 | SH | | SOLE | | 304,250 | 0 | 4,790 |
Palo Alto Networks Inc | COM | 697435105 | 34,555 | 239,801 | SH | | SOLE | | 233,955 | 0 | 5,846 |
Patterson-UTI Energy Inc | COM | 703481101 | 15,338 | 732,480 | SH | | SOLE | | 732,480 | 0 | 0 |
PepsiCo Inc | COM | 713448108 | 557 | 5,000 | SH | | SOLE | | 0 | 0 | 5,000 |
Performance Food Group Co | COM | 71377A103 | 22,405 | 793,080 | SH | | SOLE | | 780,785 | 0 | 12,295 |
Playa Hotels & Resorts NV | COM | N70544106 | 4,732 | 453,670 | SH | | SOLE | | 290,430 | 0 | 163,240 |
PPG Industries Inc | COM | 693506107 | 61,714 | 567,958 | SH | | SOLE | | 518,053 | 0 | 49,905 |
Premier Inc | COM | 74051N102 | 17,662 | 542,264 | SH | | SOLE | | 533,869 | 0 | 8,395 |
Procter & Gamble Co/The | COM | 742718109 | 663 | 7,292 | SH | | SOLE | | 0 | 0 | 7,292 |
PTC Inc | COM | 69370C100 | 86,567 | 1,538,154 | SH | | SOLE | | 1,378,324 | 0 | 159,830 |
PVH Corp | COM | 693656100 | 136,722 | 1,084,582 | SH | | SOLE | | 980,713 | 0 | 103,869 |
RBC Bearings Inc | COM | 75524B104 | 13,872 | 110,845 | SH | | SOLE | | 109,130 | 0 | 1,715 |
Red Robin Gourmet Burgers Inc | COM | 75689M101 | 19,777 | 295,186 | SH | | SOLE | | 290,611 | 0 | 4,575 |
Regis Corp | COM | 758932107 | 44,166 | 3,094,995 | SH | | SOLE | | 3,045,715 | 0 | 49,280 |
Roper Technologies Inc | COM | 776696106 | 20,508 | 84,255 | SH | | SOLE | | 84,255 | 0 | 0 |
RPM International Inc | COM | 749685103 | 32,653 | 636,014 | SH | | SOLE | | 519,399 | 0 | 116,615 |
Six Flags Entertainment Corp | COM | 83001A102 | 69,505 | 1,140,554 | SH | | SOLE | | 995,144 | 0 | 145,410 |
Southwest Gas Holdings Inc | COM | 844895102 | 20,310 | 261,657 | SH | | SOLE | | 257,612 | 0 | 4,045 |
Spire Inc | COM | 84857L101 | 15,959 | 213,789 | SH | | SOLE | | 210,479 | 0 | 3,310 |
SPX FLOW Inc | COM | 78469X107 | 30,291 | 785,552 | SH | | SOLE | | 697,327 | 0 | 88,225 |
State Street Corp | COM | 857477103 | 639 | 6,690 | SH | | SOLE | | 0 | 0 | 6,690 |
STERIS PLC | COM | G84720104 | 80,273 | 908,062 | SH | | SOLE | | 819,927 | 0 | 88,135 |
Stifel Financial Corp | COM | 860630102 | 53,628 | 1,003,148 | SH | | SOLE | | 887,268 | 0 | 115,880 |
Teledyne Technologies Inc | COM | 879360105 | 42,263 | 265,502 | SH | | SOLE | | 231,137 | 0 | 34,365 |
Terex Corp | COM | 880779103 | 41,892 | 930,529 | SH | | SOLE | | 823,674 | 0 | 106,855 |
Tiffany & Co | COM | 886547108 | 120,285 | 1,310,582 | SH | | SOLE | | 1,212,662 | 0 | 97,920 |
TreeHouse Foods Inc | COM | 89469A104 | 60,639 | 895,310 | SH | | SOLE | | 799,080 | 0 | 96,230 |
TriNet Group Inc | COM | 896288107 | 32,475 | 965,930 | SH | | SOLE | | 788,970 | 0 | 176,960 |
UMB Financial Corp | COM | 902788108 | 49,981 | 670,970 | SH | | SOLE | | 598,165 | 0 | 72,805 |
United Technologies Corp | COM | 913017109 | 542 | 4,670 | SH | | SOLE | | 0 | 0 | 4,670 |
Universal Health Services Inc | COM | 913903100 | 38,815 | 349,872 | SH | | SOLE | | 345,383 | 0 | 4,489 |
Vail Resorts Inc | COM | 91879Q109 | 29,902 | 131,081 | SH | | SOLE | | 107,056 | 0 | 24,025 |
Vantiv Inc | COM | 92210H105 | 28,693 | 407,160 | SH | | SOLE | | 332,527 | 0 | 74,633 |
Venator Materials PLC | COM | G9329Z100 | 11,576 | 512,215 | SH | | SOLE | | 504,265 | 0 | 7,950 |
Verisk Analytics Inc | COM | 92345Y106 | 22,078 | 265,394 | SH | | SOLE | | 221,249 | 0 | 44,145 |
Viacom Inc | COM | 92553P201 | 5 | 162 | SH | | SOLE | | 0 | 0 | 162 |
Vonage Holdings Corp | COM | 92886T201 | 42,351 | 5,202,838 | SH | | SOLE | | 4,594,528 | 0 | 608,310 |
Vulcan Materials Co | COM | 929160109 | 82,044 | 685,989 | SH | | SOLE | | 642,484 | 0 | 43,505 |
Wells Fargo & Co | COM | 949746101 | 86,166 | 1,562,393 | SH | | SOLE | | 1,420,168 | 0 | 142,225 |
WR Grace & Co | COM | 38388F108 | 73,383 | 1,017,088 | SH | | SOLE | | 895,343 | 0 | 121,745 |
Xylem Inc/NY | COM | 98419M100 | 53,130 | 848,311 | SH | | SOLE | | 756,331 | 0 | 91,980 |
Zayo Group Holdings Inc | COM | 98919V105 | 18,151 | 527,351 | SH | | SOLE | | 527,351 | 0 | 0 |
Zimmer Biomet Holdings Inc | COM | 98956P102 | 79,861 | 682,051 | SH | | SOLE | | 616,417 | 0 | 65,634 |