Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
—	USD EMRG MKTS BOND ISHARES	96,737	$11M	12.6%	$113.70	$104.39	—	COM	278265103
—	ISHARES IBOXX HIGH YIELD CORPORATE BOND	116,085	$10.19M	11.6%	$87.78 *	$16.84	+3.6%	IBOXX HI YD ETF	460690100
—	INTERFACE INC	72,936	$1.423M	1.6%	$19.51	$21.20	—	COM	92240M108
—	SELECTIVE INSURANCE GROUP INC	23,405	$1.104M	1.3%	$47.17	$57.45	—	COM	89469A104
ALLE	ALLISON TRANSMISSION HOLDING	28,368	$1.023M	1.2%	$36.06 *	$63.47	+7.5%	COM	G0176J109
AOS	A.O. SMITH CORPORATION	18,487	$1.009M	1.2%	$54.58 *	$42.64	+3.2%	COM	831865209
—	EAGLE MATERIALS INC	10,294	$1M	1.1%	$97.14	$40.07	—	COM	318522307
IEX	HOPE BANCORP INC	30,085	$986K	1.1%	$32.77 *	$82.43	+1.8%	COM	45167R104
WRB	UNITED BANKSHARES INC	18,067	$978K	1.1%	$54.13 *	$16.83	+1.9%	COM	084423102
XYL	UMPQUA HOLDINGS CORP	35,990	$964K	1.1%	$26.79 *	$42.51	+6.4%	COM	98419M100
RPM	PATTERSON COS INC	18,527	$928K	1.1%	$50.09 *	$53.31	+3.2%	COM	749685103
MASI	MASIMO CORPORATION	8,044	$750K	0.9%	$93.24	$82.32	+13.3%	COM	574795100
VIAV	VIAVI SOLUTIONS INC	60,418	$648K	0.7%	$10.73	$9.72	+10.3%	COM	925550105
—	COOPER TIRE & RUBBER COMPANY	14,048	$623K	0.7%	$44.35	$44.35	—	COM	216831107
CDNS	CADENCE DESIGN SYSTEMS INC	19,546	$614K	0.7%	$31.41	$29.18	+7.6%	COM	127387108
—	SYNOPSYS INC	8,403	$606K	0.7%	$72.12	$32.01	—	COM	88164L100
ORI	METHODE ELECTRONICS INC	13,112	$598K	0.7%	$45.61 *	$9.09	+13.5%	COM	680223104
—	TARO PHARMACEUTICAL INDUSTRIES LTD	5,106	$595K	0.7%	$116.53	$116.53	—	SHS	M8737E108
FICO	FAIR ISAAC CORPORATION	4,553	$587K	0.7%	$128.93	$126.88	+1.6%	COM	303250104
RYN	DAVE AND BUSTERS ENTERTAINMENT INC	9,592	$586K	0.7%	$61.09	$61.09	—	COM	754907103
PBI	MORNINGSTAR INC	7,394	$581K	0.7%	$78.58 *	$20.25	-35.2%	COM	724479100
EWBC	EVERCORE PARTNERS INC-CL A	7,379	$575K	0.7%	$77.92 *	$28.34	+48.2%	COM	27579R104
POOL	POOL CORPORATION	4,794	$572K	0.7%	$119.32 *	$101.27	+6.7%	COM	73278L105
TREX	TREX COMPANY INC	8,158	$566K	0.6%	$69.38 *	$17.24	+0.7%	COM	89531P105
ALSN	AMERISAFE INC	8,724	$566K	0.6%	$64.88 *	$23.30	+34.8%	COM	01973R101
RHI	BANK OF THE OZARKS	10,731	$558K	0.6%	$52.00 *	$38.89	+25.5%	COM	770323103
GPK	GRAPHIC PACKAGING HOLDING COMPANY	42,882	$552K	0.6%	$12.87	$13.00	-1.0%	COM	388689101
AGCO	GALLAGHER ARTHUR J & CO	9,614	$544K	0.6%	$56.58 *	$49.88	-2.1%	COM	001084102
—	MKS INSTRUMENTS INC	7,862	$541K	0.6%	$68.81	$37.67	—	COM	063904106
—	THE NEW YORK TIMES COMPANY	37,261	$537K	0.6%	$14.41	$17.13	—	CL A	758766109
CDP	CORPORATE OFFICE PROPERTIES TRUST	16,037	$531K	0.6%	$33.11	$33.11	—	SH BEN INT	22002T108
MANH	MANHATTAN ASSOCIATES INC	10,139	$528K	0.6%	$52.08	$50.41	+3.2%	COM	562750109
—	INTEGRATED DEVICE TECH INC	22,317	$528K	0.6%	$23.66	$12.29	—	COM	46146L101
EIG	EMPLOYERS HOLDINGS INC	13,843	$525K	0.6%	$37.93 *	$28.89	+0.9%	COM	292218104
—	NATIONAL INSTRUMENTS CORPORATION	16,130	$525K	0.6%	$32.55	$32.55	—	COM	636518102
UBOH	STERLING BANCORP	22,035	$522K	0.6%	$23.69	$30.29	—	COM	909458101
—	MERIT MEDICAL SYSTEMS INC	18,070	$522K	0.6%	$28.89	$28.89	—	COM	712704105
AB	ALLIANCEBERNSTEIN HOLDING LP	22,802	$521K	0.6%	$22.85	$22.85	—	UNIT LTD PARTN	01881G106
—	FIRST COMMONWEATLH FINANCIAL	39,039	$518K	0.6%	$13.27	$18.06	—	COM	302445101
SON	ROBERT HALF INTL INC	10,599	$518K	0.6%	$48.87 *	$39.81	-1.3%	COM	835495102
WST	UNIVERSAL FOREST PRODUCTS	5,239	$516K	0.6%	$98.49 *	$81.07	-2.4%	COM	955306105
ARW	ARROW ELECTRONICS INC	6,999	$514K	0.6%	$73.44	$73.22	+0.3%	COM	042735100
WCC	WESCO INTERNATIONAL INC	7,318	$509K	0.6%	$69.55 *	$51.91	+30.3%	COM	95082P105
LEG	LEGGETT & PLATT INCORPORATED	10,108	$509K	0.6%	$50.36	$48.84	+3.0%	COM	524660107
EVR	EATON VANCE CORP	11,313	$509K	0.6%	$44.99 *	$48.71	+32.3%	COM	29977A105
IDCC	INTERDIGITAL INC	5,882	$508K	0.6%	$86.37	$89.86	-4.0%	COM	45867G101
BKU	BANKUNITED INC	13,611	$508K	0.6%	$37.32 *	$25.17	+12.7%	COM	06652K103
—	BEMIS COMPANY	10,406	$508K	0.6%	$48.82	$47.94	—	COM	081437105
USNA	USANA HEALTH SCIENCES INC	8,808	$507K	0.6%	$57.56	$59.69	-3.5%	COM	90328M107
FULT	COMFORT SYSTEMS USA INC	13,748	$504K	0.6%	$36.66 *	$13.09	-3.1%	COM	360271100
WEN	THE WENDYS COMPANY	36,959	$503K	0.6%	$13.61	$13.64	-0.2%	COM	95058W100
HXL	HFF INC-CLASS A	18,113	$501K	0.6%	$27.66 *	$50.21	+8.6%	CL A	428291108
—	HOME BANCSHARES INC	18,440	$499K	0.6%	$27.06	$21.49	—	COM	458118106
GNTX	FLOWERS FOODS INC	25,557	$496K	0.6%	$19.41 *	$20.99	+1.6%	COM NON VTG	371901109
POR	NUVASIVE INC	6,640	$496K	0.6%	$74.70 *	$25.30	+26.4%	COM	736508847
EPC	EDGEWELL PERSONAL CARE COMPANY	6,736	$493K	0.6%	$73.19 *	$69.43	-3.9%	COM	28035Q102
WBS	WEBSTER FINANCIAL CORP	9,818	$491K	0.6%	$50.01	$36.49	+37.1%	COM	947890109
KEYS	KEYSIGHT TECHNOLOGIES INC	13,560	$490K	0.6%	$36.14	$37.24	-2.9%	COM	49338L103
MORN	LEIDOS HOLDINGS INC	9,541	$488K	0.6%	$51.15 *	$80.63	-2.5%	COM	617700109
TILE	SILICON LABORATORIES INC	6,616	$487K	0.6%	$73.61 *	$16.80	+13.4%	COM	458665304
CNO	CORESITE REALTY CORP	5,379	$484K	0.6%	$89.98 *	$16.46	+2.6%	COM	12621E103
ACH	OWENS & MINOR INC	13,964	$483K	0.6%	$34.59 *	$32.40	-2.6%	COM	690732102
—	DUPONT FABROS TECHNOLOGY INC	9,719	$482K	0.6%	$49.59	$10.69	—	COM	24869P104
WAFD	WASHINGTON FEDERAL INC	14,555	$482K	0.6%	$33.12 *	$23.15	+9.8%	COM	938824109
—	THOR INDUSTRIES INC	5,001	$481K	0.5%	$96.18	$15.39	—	COM	904214103
IPGP	IBERIABANK CORPORATION	6,041	$478K	0.5%	$79.13 *	$85.73	+40.8%	COM	44980X109
AVT	AVNET INC	10,437	$478K	0.5%	$45.80 *	$37.52	-0.8%	COM	053807103
ASB	ASSOCIATED BANC CORP	19,539	$477K	0.5%	$24.41 *	$15.93	+11.8%	COM	045487105
—	LANDSTAR SYSTEM INC	5,575	$477K	0.5%	$85.56	$51.44	—	COM	670704105
FLO	FIRST HORIZON NATIONAL CORP	25,739	$476K	0.5%	$18.49 *	$12.53	+9.8%	COM	343498101
—	HEXCEL CORP	8,719	$476K	0.5%	$54.59	$36.76	—	COM	N47279109
—	KIRBY CORP	6,728	$475K	0.5%	$70.60	$70.60	—	COM	833551104
BRO	CHEESECAKE FACTORY INC/THE	7,457	$472K	0.5%	$63.30 *	$14.91	+30.2%	COM	115236101
—	UBIQUITI NETWORKS INC	9,398	$472K	0.5%	$50.22	$50.22	—	COM	90347A100
—	COMMERCE BANCSHARES INC	8,359	$469K	0.5%	$56.11	$56.11	—	COM	059692103
CFR	COLUMBIA BANKING SYSTEM INC	12,012	$468K	0.5%	$38.96 *	$60.75	+13.6%	COM	229899109
—	MELLANOX TECHNOLOGIES LTD	9,139	$466K	0.5%	$50.99	$50.99	—	SHS	92342Y109
—	INVESTORS BANCORP, INC	32,352	$465K	0.5%	$14.37	$23.77	—	COM	G54050102
—	BEACON ROOFING SUPPLY	9,434	$464K	0.5%	$49.18	$46.11	—	COM	073685109
UVE	UNIVERSAL INSURANCE HOLDINGS INC	18,929	$464K	0.5%	$24.51	$26.18	-6.4%	COM	91359V107
CBSH	CULLEN/FROST BANKERS INC	5,219	$464K	0.5%	$88.91 *	$27.88	+29.7%	COM	200525103
TXNM	NEW JERSEY RESOURCES CORP	11,683	$463K	0.5%	$39.63 *	$27.82	+33.0%	COM	69349H107
—	LYDALL INC	8,640	$463K	0.5%	$53.59	$53.59	—	COM	550819106
—	NIC INC	22,945	$463K	0.5%	$20.18	$20.18	—	COM	62914B100
BKH	BROWN & BROWN INC	11,085	$462K	0.5%	$41.68 *	$45.51	+5.4%	COM	092113109
—	NORTHWEST BANCSHARES INC	27,446	$462K	0.5%	$16.83	$16.83	—	COM	699462107
ARMK	BOOZ ALLEN HAMILTON HOLDINGS	13,017	$461K	0.5%	$35.42 *	$22.84	+4.6%	CL A	03852U106
STWD	SANDERSON FARMS INC	4,408	$458K	0.5%	$103.90	$103.90	—	COM	85571B105
—	HOSPITALITY PROPERTIES TRUST	14,497	$457K	0.5%	$31.52	$31.52	—	COM SH BEN INT	G47567105
FR	FIVE BELOW	10,554	$457K	0.5%	$43.30	$28.21	—	COM	32054K103
HTH	HILLTOP HOLDINGS INC	16,442	$452K	0.5%	$27.49	$27.94	-1.7%	COM	432748101
—	FNB CORP	30,347	$451K	0.5%	$14.86	$20.58	—	COM	391164100
HTLD	HAWAIIAN ELECTRIC INDUSTRIES INC	13,445	$448K	0.5%	$33.32 *	$20.31	-1.3%	COM	422347104
SANM	PNM RESOURCES INC	12,074	$447K	0.5%	$37.02 *	$27.08	+49.9%	COM	801056102
—	BIG LOTS INC	9,139	$445K	0.5%	$48.69	$47.02	—	COM	045327103
BJRI	BJ'S RESTAURANTS INC	10,987	$444K	0.5%	$40.41 *	$36.27	+8.4%	COM	09180C106
—	VALIDUS HOLDINGS LTD	7,762	$438K	0.5%	$56.43	$48.81	—	COM SHS	G9319H102
GBX	FLIR SYSTEMS INC	12,048	$437K	0.5%	$36.27 *	$19.35	+72.4%	COM	393657101
—	TEXAS ROADHOUSE INC	9,789	$436K	0.5%	$44.54	$44.54	—	COM	92924F106
—	LIFEPOINT HEALTH INC	6,627	$434K	0.5%	$65.49	$65.49	—	COM	595137100
WERN	WERNER ENTERPRISES INC	16,492	$432K	0.5%	$26.19	$25.77	+1.7%	COM	950755108
—	RAMBUS INC	32,538	$428K	0.5%	$13.15	$13.15	—	COM	84860W102
—	DEAN FOODS COMPANY	21,722	$427K	0.5%	$19.66	$30.94	—	COM NEW	233153204
—	WEBMD HEALTH CORP	8,073	$425K	0.5%	$52.64	$49.55	—	COM	94770V102
MDU	KNIGHT TRANSPORTATION INC	13,560	$425K	0.5%	$31.34 *	$5.30	+51.8%	COM	552690109
WT	WISDOMTREE INVESTMENTS INC	46,635	$423K	0.5%	$9.07	$9.67	-6.1%	COM	97717P104
JBL	INTERXION HOLDING NV	10,654	$421K	0.5%	$39.52 *	$24.07	+13.2%	SHS	466313103
SHOO	QTS REALTY TRUCT INC	8,630	$421K	0.5%	$48.78 *	$21.00	+5.7%	COM CL A	556269108
SNA	REGAL ENTERTAINMENT GROUP-A	18,440	$416K	0.5%	$22.56 *	$135.46	+0.1%	CL A	833034101
BR	BUFFALO WILD WINGS	2,723	$416K	0.5%	$152.77 *	$58.14	+0.9%	COM	11133T103
NWBI	MDU RESOURCES GROUP INC	15,133	$414K	0.5%	$27.36 *	$7.50	+35.1%	COM	667340103
COLB	CARTER INC	4,594	$413K	0.5%	$89.90 *	$19.67	+36.0%	COM	197236102
CVBF	DCT INDUSTRIAL TRUST INC	8,484	$408K	0.5%	$48.09 *	$16.57	-3.3%	COM NEW	126600105
—	GREAT PLAINS ENERGY INC	13,946	$408K	0.5%	$29.26	$27.15	—	COM	44106M102
—	TELEPHONE AND DATA SYSTEMS	15,350	$407K	0.5%	$26.51	$26.51	—	COM NEW	257559203
NJR	LIFE STORAGE INC	4,918	$404K	0.5%	$82.15 *	$26.15	+12.9%	COM	646025106
SCI	PORTLAND GENERAL ELECTRIC CO	9,089	$404K	0.5%	$44.45 *	$30.09	+2.6%	COM NEW	817565104
HAIN	FIRST INDUSTRIAL REALTY TR	15,018	$400K	0.5%	$26.63 *	$37.62	-1.1%	COM	405217100
FIZZ	FIRST AMERICAN FINANCIAL	10,155	$399K	0.5%	$39.29 *	$20.73	+60.4%	CL A	635017106
—	CUBESMART	15,214	$395K	0.5%	$25.96	$25.96	—	COM	222795106
—	GUIDEWIRE SOFTWARE INC	6,904	$389K	0.4%	$56.34	$32.04	—	COM	40418F108
FNB	FEDERATED INVESTORSINC PA	14,690	$387K	0.4%	$26.34 *	$8.89	+18.8%	CL B	302520101
—	TREEHOUSE FOODS INC	4,534	$384K	0.4%	$84.69	$84.69	—	COM	92220P105
EME	EDUCATION REALTY TRUST INC	9,313	$380K	0.4%	$40.80 *	$64.10	-5.1%	COM NEW	29084Q100
—	CORELOGIC INC	9,319	$379K	0.4%	$40.67	$36.81	—	COM	21871D103
—	MEDICAL PPTYS TRUST INC	28,453	$367K	0.4%	$12.90	$23.14	—	COM	703395103
—	CYS INVESTMENTS INC	46,014	$366K	0.4%	$7.95	$7.95	—	COM	22282E102
EAT	BRINKER INTL INC	8,055	$354K	0.4%	$43.95 *	$44.77	-12.4%	COM	109641100
—	SYNTEL INC	19,733	$332K	0.4%	$16.82	$36.43	—	COM	913543104
TDS	SALLY BEAUTY HOLDINGS INC	15,290	$313K	0.4%	$20.47 *	$28.83	-8.0%	COM	879433829