Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	REXNORD CORP	2,897,408	$86M	3.0%	$23.88	—	COM	76169B102
BAH	BOOZ ALLEN HAMILTON HOLDING CO	2,219,234	$85.93M	3.0%	$20.24	+65.9%	COM	099502106
—	POLYONE CORP	1,955,786	$83.16M	2.9%	$31.73	—	COM	73179P106
BDC	BELDEN INC	1,165,868	$80.37M	2.8%	$62.94	+19.0%	COM	077454106
—	HILLENBRAND INC	1,677,794	$77.01M	2.7%	$31.96	—	COM	431571108
EVR	EVERCORE INC	860,507	$75.04M	2.6%	$41.05	+92.8%	COM	29977A105
CRL	CHARLES RIVER LABS INTL INC	701,583	$74.89M	2.6%	$73.26	+47.1%	COM	159864107
HXL	HEXCEL CORP	1,112,427	$71.85M	2.5%	$43.04	+53.0%	COM	428291108
MSA	MSA SAFETY INC	857,777	$71.4M	2.5%	$54.28	+47.8%	COM	553498106
—	CENTERSTATE BANKS CORPORATION	2,518,266	$66.81M	2.3%	$25.73	—	COM	15201P109
NGVT	INGEVITY CORP	901,876	$66.46M	2.3%	$56.14	+33.3%	COM	45688C107
SF	STIFEL FIN CORP	1,096,002	$64.92M	2.3%	$25.02	+51.1%	COM	860630102
APAM	ARTISAN PARTNERS ASSET MANAGEM	1,886,885	$62.83M	2.2%	$12.82	+32.6%	COM	04316A108
CDP	CORPORATE OFFICE PPTYS TR COM	2,421,185	$62.54M	2.2%	$25.78	—	COM	22002T108
LFUS	LITTELFUSE INC COM	299,424	$62.33M	2.2%	$90.02	+133.0%	COM	537008104
ABM	ABM INDUSTRIES INC	1,806,018	$60.47M	2.1%	$25.97	+19.8%	COM	000957100
—	MILACRON HOLDINGS CORP	2,972,908	$59.87M	2.1%	$19.22	—	COM	59870L106
HMN	HORACE MANN EDU CORP	1,383,484	$59.14M	2.1%	$37.47	+13.6%	COM	440327104
BANR	BANNER CORPORATION	1,039,944	$57.71M	2.0%	$35.47	+17.7%	COM	06652V208
—	SOUTH STATE CORPORATION	675,946	$57.66M	2.0%	$69.70	—	COM	840441109
TCBI	TEXAS CAPITAL BANCSHARES INC	634,850	$57.07M	2.0%	$44.16	+112.4%	COM	88224Q107
—	MEREDITH CORP COM	1,059,563	$57M	2.0%	$52.05	—	COM	589433101
—	HOSTESS BRANDS, INC	3,826,741	$56.6M	2.0%	$14.39	—	COM	44109J106
—	HALYARD HEALTH INC	1,205,678	$55.56M	1.9%	$46.13	—	COM	40650V100
RNST	RENASANT CORP	1,286,546	$54.76M	1.9%	$43.02	0.0%	COM	75970E107
FUL	H.B. FULLER CO	1,077,775	$53.6M	1.9%	$46.76	0.0%	COM	359694106
SR	SPIRE INC	732,828	$52.98M	1.9%	$70.91	—	COM	84857L101
—	HEALTHCARE REALTY TRUST INC	1,858,726	$51.5M	1.8%	$30.19	—	COM	421946104
FELE	FRANKLIN ELECTRIC CO INC	1,235,959	$50.37M	1.8%	$39.11	+1.0%	COM	353514102
GIII	G III APPAREL GROUP LTD	1,328,423	$50.05M	1.8%	$37.03	0.0%	COM	36237H101
OIS	OIL STATES INTERNATIONAL INC	1,847,737	$48.42M	1.7%	$34.98	-18.1%	COM	678026105
—	EDUCATION REALTY TRUST INC	1,445,867	$47.35M	1.7%	$37.95	—	COM	28140H203
—	CALLON PETROLEUM CO	3,446,686	$45.63M	1.6%	$12.86	—	COM	13123X102
—	ALLETE INC	607,554	$43.9M	1.5%	$54.05	—	COM	018522300
BANC	BANC OF CALIFORNIA INC	2,271,912	$43.85M	1.5%	$16.47	+3.0%	COM	05990K106
—	PINNACLE FINANCIAL PARTNERS	418,170	$26.85M	0.9%	$66.41	—	COM	72346Q104
ITT	ITT INC	507,610	$24.87M	0.9%	$40.22	+31.3%	COM	45073V108
—	SPECTRUM BRANDS HOLDING INC	236,705	$24.54M	0.9%	$106.59	—	COM	84763R101
—	LAREDO PETROLEUM INC	2,682,644	$23.37M	0.8%	$9.87	—	COM	516806106
SLM	SLM CORP	1,976,573	$22.16M	0.8%	$11.23	0.0%	COM	78442P106
SNA	SNAP ON INC COM	129,382	$19.09M	0.7%	$82.37	+63.0%	COM	833034101
CMA	COMERICA INC	186,267	$17.87M	0.6%	$30.63	+118.3%	COM	200340107
THG	HANOVER INS GROUP INC	144,937	$17.09M	0.6%	$85.99	+2.9%	COM	410867105
—	PACWEST BANCORP	321,150	$15.9M	0.6%	$50.30	—	COM	695263103
—	INTERPUBLIC GROUP of COS. INC	682,940	$15.73M	0.6%	$12.40	+32.3%	COM	460690100
ASH	ASHLAND GLOBAL HOLDINGS INC	223,908	$15.63M	0.5%	$52.17	+21.1%	COM	044186104
1741046D	STERIS PLC	162,910	$15.21M	0.5%	$69.16	—	COM	G84720104
ARMK	ARAMARK	376,595	$14.89M	0.5%	$23.22	+19.6%	COM	03852U106
AMG	AFFILIATED MANAGERS GROUP INC	78,267	$14.82M	0.5%	$158.08	+20.0%	COM	008252108
—	PARSLEY ENERGY INC	507,690	$14.72M	0.5%	$28.99	—	COM	701877102
—	ARRIS INTERNATIONAL PLC	530,046	$14.08M	0.5%	$25.72	—	COM	G0551A103
FAF	FIRST AMERICAN FINANCIAL CORP	238,022	$13.96M	0.5%	$19.81	+127.2%	COM	31847R102
—	FIRST DATA CORP COM	870,662	$13.93M	0.5%	$16.53	—	COM	32008D106
TXT	TEXTRON INC	226,025	$13.33M	0.5%	$42.89	+35.7%	COM	883203101
—	PIONEER NATURAL RESOURCES	77,422	$13.3M	0.5%	$148.75	—	COM	723787107
—	ALEXION PHARMACEUTICALS INC	118,073	$13.16M	0.5%	$119.59	—	COM	015351109
ZBH	ZIMMER BIOMET HOLDINGS INC	115,614	$12.61M	0.4%	$106.93	+1.8%	COM	98956P102
BC	BRUNSWICK CORP	210,664	$12.51M	0.4%	$49.73	+2.8%	COM	117043109
VVV	VALVOLINE INC	559,184	$12.37M	0.4%	$23.08	+3.1%	COM	92047W101
XRAY	DENTSPLY SIRONA INC	245,200	$12.34M	0.4%	$59.34	-0.8%	COM	24906P109
FIS	FIDELITY NATL INFORMATION SERV	125,814	$12.12M	0.4%	$84.95	0.0%	COM	31620M106
—	PINNACLE FOODS INC	223,233	$12.08M	0.4%	$38.42	—	COM	72348P104
ICE	INTERCONTINENTAL EXCHANGE INC	161,853	$11.74M	0.4%	$48.12	+37.2%	COM	45866F104
—	SYMANTEC CORP	421,918	$10.91M	0.4%	$24.36	—	COM	871503108
MSFT	MICROSOFT CORP COM	112,196	$10.24M	0.4%	$46.03	+83.2%	COM	594918104
JPM	J P MORGAN CHASE & CO COM	90,654	$9.969M	0.3%	$40.22	+127.3%	COM	46625H100
—	IBERIABANK CORP	126,182	$9.842M	0.3%	$69.61	—	COM	450828108
—	STERLING BANCORP	434,143	$9.788M	0.3%	$23.25	—	COM	85917A100
AIG	AMERICAN INTL GROUP COM	168,760	$9.184M	0.3%	$49.59	-3.1%	COM	026874784
ORCL	ORACLE CORP COM	196,802	$9.004M	0.3%	$34.57	+28.0%	COM	68389X105
JELD	JELD-WEN HOLDING INC	290,368	$8.888M	0.3%	$36.25	0.0%	COM	47580P103
C	CITIGROUP INC COM	125,356	$8.462M	0.3%	$37.18	+55.0%	COM	172967424
GILD	GILEAD SCIENCES INC COM	110,567	$8.336M	0.3%	$59.96	-1.7%	COM	375558103
BIIB	BIOGEN IDEC INC	30,229	$8.277M	0.3%	$271.93	+14.2%	COM	09062X103
PEGA	PEGASYSTEMS INC	135,252	$8.203M	0.3%	$27.01	0.0%	COM	705573103
MET	METLIFE INC	172,929	$7.936M	0.3%	$37.04	0.0%	COM	59156R108
—	RSP PERMIAN INC	166,023	$7.784M	0.3%	$46.89	—	COM	76119B103
PM	Philip Morris International	77,261	$7.68M	0.3%	$68.70	0.0%	COM	718172109
ALB	ALBEMARLE CORP	79,772	$7.398M	0.3%	$89.72	+10.0%	COM	012653101
—	MB FINANCIAL INC	180,018	$7.287M	0.3%	$31.05	—	COM	55264U108
WFC	WELLS FARGO & CO NEW COM	137,711	$7.217M	0.3%	$37.57	+27.0%	COM	949746101
IWM	ISHARES TR RUSSELL 2000 INDEX	44,577	$6.768M	0.2%	$148.61	—	COM	464287655
GS	GOLDMAN SACHS GROUP COM	26,190	$6.596M	0.2%	$150.29	+45.3%	COM	38141G104
—	NATIONAL OILWELL VARCO INC	175,084	$6.445M	0.2%	$36.81	—	COM	637071101
—	APTIV PLC	72,950	$6.199M	0.2%	$84.83	—	COM	G6095L109
WTW	WILLIS TOWERS WATSON	39,297	$5.981M	0.2%	$106.28	+32.3%	COM	G96629103
BAC	BANK OF AMERICA CORP COM	198,779	$5.961M	0.2%	$19.96	+30.6%	COM	060505104
BMY	BRISTOL-MYERS SQUIBB CO	85,823	$5.428M	0.2%	$43.12	+11.6%	COM	110122108
CPT	CAMDEN PROPERTY TRUST	58,098	$4.891M	0.2%	$60.83	+4.9%	COM	133131102
EMN	EASTMAN CHEMICAL COMPANY	45,549	$4.809M	0.2%	$49.23	+56.5%	COM	277432100
—	WEATHERFORD INTL LTD	2,066,972	$4.733M	0.2%	$3.23	—	COM	G48833100
—	CONCHO RESOURCES INC	28,657	$4.308M	0.2%	$109.77	—	COM	20605P101
—	EL PASO ELECTRIC CO	81,540	$4.159M	0.1%	$51.70	—	COM	283677854
—	XL GROUP LTD	67,075	$3.707M	0.1%	$34.01	—	COM	G98294104
RSG	REPUBLIC SVCS INC COM	54,810	$3.63M	0.1%	$27.08	+118.8%	COM	760759100
RCL	ROYAL CARIBBEAN CRUISES LTD SH	22,553	$2.655M	0.1%	$42.11	+178.8%	COM	V7780T103
FBIN	FORTUNE BRANDS HOME AND SECURI	42,697	$2.514M	0.1%	$49.41	0.0%	COM	34964C106
GOOG	ALPHABET INC	2,375	$2.451M	0.1%	$38.31	+43.0%	COM	02079K107
UGI	UGI CORP NEW	50,891	$2.261M	0.1%	$30.00	+49.5%	COM	902681105
—	TORCHMARK CORP	25,791	$2.171M	0.1%	$61.60	—	COM	891027104
VNO	VORNADO REALTY TRUST	31,433	$2.115M	0.1%	$90.66	—	COM	929042109
NJR	NEW JERSEY RES CORP COM	51,725	$2.074M	0.1%	$19.55	+51.6%	COM	646025106
WEC	WEC ENERGY GROUP, INC	30,941	$1.94M	0.1%	$34.88	+38.2%	COM	92939U106
HAL	HALLIBURTON CO HLDG CO	25,210	$1.183M	0.0%	$33.27	+26.5%	COM	406216101
IJH	ISHARES CORE S&P MIDCAP ETF	3,100	$581K	0.0%	$189.78	—	COM	464287507