Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	JPMORGAN CHASE & CO	110,455	$7.293M	2.8%	$53.83	—	COM	46625h100
PRU	PRUDENTIAL FINL INC	88,791	$7.228M	2.8%	$43.98	+19.6%	COM	744320102
—	ABBVIE INC	118,288	$7.007M	2.7%	$53.63	—	COM	00287y109
F	FORD MTR CO DEL	478,273	$6.739M	2.6%	$8.29	+0.6%	COM PAR $0.01	345370860
R	RYDER SYS INC	113,726	$6.463M	2.5%	$67.87	-2.6%	COM	783549108
BA	BOEING CO	44,612	$6.45M	2.5%	$114.35	+12.7%	COM	097023105
QCOM	QUALCOMM INC	116,258	$5.811M	2.3%	$47.16	-15.2%	COM	747525103
ETN	EATON CORP PLC	110,414	$5.746M	2.2%	$49.80	-13.6%	SHS	G29183103
—	UNITEDHEALTH GROUP INC	47,147	$5.546M	2.2%	$98.70	—	COM	91324p102
KSS	KOHLS CORP	109,011	$5.192M	2.0%	$56.24	-17.8%	COM	500255104
STLD	STEEL DYNAMICS INC	290,254	$5.187M	2.0%	$14.75	-2.0%	COM	858119100
—	DELPHI AUTOMOTIVE PLC	60,495	$5.186M	2.0%	$76.04	—	SHS	g27823106
—	AT&T INC	138,890	$4.779M	1.9%	$34.79	—	COM	00206r102
IP	INTL PAPER CO	121,333	$4.574M	1.8%	$27.42	-9.2%	COM	460146103
—	UMPQUA HLDGS CORP	284,566	$4.525M	1.8%	$17.63	—	COM	904214103
JNJ	JOHNSON & JOHNSON	43,877	$4.507M	1.8%	$66.32	+14.5%	COM	478160104
PG	PROCTER & GAMBLE CO	56,172	$4.461M	1.7%	$57.26	+1.2%	COM	742718109
—	VERIZON COMMUNICATIONS INC	95,753	$4.426M	1.7%	$48.34	—	COM	92343v104
JBL	JABIL CIRCUIT INC	189,108	$4.404M	1.7%	$19.77	+11.0%	COM	466313103
—	CBS CORP NEW	90,112	$4.247M	1.7%	$52.57	—	CL B	124857202
CVS	CVS HEALTH CORP	43,053	$4.209M	1.6%	$41.65	+74.3%	COM	126650100
—	TE CONNECTIVITY LTD	64,696	$4.18M	1.6%	$63.26	—	REG SHS	h84989104
WHR	WHIRLPOOL CORP	27,691	$4.067M	1.6%	$152.02	+2.1%	COM	963320106
—	GENERAL MTRS CO	119,023	$4.048M	1.6%	$33.06	—	COM	37045v100
—	FEDEX CORP	26,763	$3.987M	1.6%	$98.58	—	COM	31428x106
PFF	ISHARES TR	101,170	$3.93M	1.5%	$40.05	—	U.S. PFD STK ETF	464288687
—	STAPLES INC	402,741	$3.814M	1.5%	$9.47	—	COM	855030102
—	BLACKROCK INC	11,003	$3.747M	1.5%	$297.51	—	COM	09247x101
TRN	TRINITY INDS INC	151,406	$3.637M	1.4%	$16.95	-20.7%	COM	896522109
C	CITIGROUP INC	69,750	$3.61M	1.4%	$37.61	+5.3%	COM NEW	172967424
—	EXPRESS SCRIPTS HLDG CO	40,935	$3.578M	1.4%	$63.23	—	COM	30219g108
—	JOHNSON CTLS INC	88,138	$3.481M	1.4%	$39.49	—	COM	478366107
—	ORACLE CORP	94,984	$3.47M	1.4%	$34.30	—	COM	68389x105
FSLR	FIRST SOLAR INC	52,106	$3.438M	1.3%	$55.86	+0.4%	COM	336433107
—	TARGET CORP	46,656	$3.388M	1.3%	$78.65	—	COM	87612e106
—	SPDR SERIES TRUST	99,012	$3.357M	1.3%	$39.25	—	BRC HGH YLD BD	78464a417
BAC	BANK AMER CORP	192,179	$3.234M	1.3%	$13.13	+3.2%	COM	060505104
PII	POLARIS INDS INC	36,908	$3.172M	1.2%	$128.54	-17.5%	COM	731068102
LUV	SOUTHWEST AIRLS CO	71,911	$3.096M	1.2%	$34.60	+13.7%	COM	844741108
—	NORWEGIAN CRUISE LINE HLDGS	50,796	$2.977M	1.2%	$31.70	—	SHS	g66721104
—	MYLAN N V	55,007	$2.974M	1.2%	$40.25	—	SHS EURO	n59465109
AJG	GALLAGHER ARTHUR J & CO	69,901	$2.862M	1.1%	$35.98	0.0%	COM	363576109
UNP	UNION PAC CORP	35,890	$2.807M	1.1%	$81.98	-16.7%	COM	907818108
RLJ	RLJ LODGING TR	127,551	$2.759M	1.1%	$31.09	—	COM	74965L101
—	GOLDMAN SACHS GROUP INC	15,010	$2.705M	1.1%	$180.21	—	COM	38141g104
CYH	COMMUNITY HEALTH SYS INC NEW	100,843	$2.675M	1.0%	$30.00	-13.9%	COM	203668108
MSFT	MICROSOFT CORP	46,088	$2.557M	1.0%	$38.92	+18.0%	COM	594918104
—	NORDSTROM INC	49,039	$2.443M	1.0%	$49.82	—	COM	655664100
WDC	WESTERN DIGITAL CORP	39,913	$2.397M	0.9%	$65.39	-33.4%	COM	958102105
—	ALTRIA GROUP INC	40,570	$2.362M	0.9%	$37.33	—	COM	02209s103
—	MCKESSON CORP	11,717	$2.311M	0.9%	$197.23	—	COM	58155q103
URI	UNITED RENTALS INC	31,050	$2.252M	0.9%	$78.94	-11.3%	COM	911363109
DLR	DIGITAL RLTY TR INC	29,134	$2.203M	0.9%	$37.05	+36.1%	COM	253868103
—	HOSPITALITY PPTYS TR	83,038	$2.171M	0.8%	$26.47	—	COM SH BEN INT	44106m102
—	WELLTOWER INC	31,117	$2.117M	0.8%	$67.72	—	COM	95040q104
EMR	EMERSON ELEC CO	43,548	$2.083M	0.8%	$43.40	-15.9%	COM	291011104
THO	THOR INDS INC	36,093	$2.027M	0.8%	$42.18	+7.8%	COM	885160101
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	32,827	$1.97M	0.8%	$57.14	0.0%	CL A	192446102
UPS	UNITED PARCEL SERVICE INC	20,395	$1.963M	0.8%	$69.37	+1.8%	CL B	911312106
—	DOMTAR CORP	52,340	$1.934M	0.8%	$35.76	—	COM NEW	257559203
FFIV	F5 NETWORKS INC	19,913	$1.931M	0.8%	$122.95	-12.1%	COM	315616102
—	SKYWORKS SOLUTIONS INC	24,906	$1.914M	0.7%	$76.85	—	COM	83088m102
—	SWIFT TRANSN CO	137,324	$1.898M	0.7%	$20.65	—	CL A	87074u101
TKR	TIMKEN CO	63,209	$1.807M	0.7%	$31.89	-5.6%	COM	887389104
DAKT	DAKTRONICS INC	205,211	$1.789M	0.7%	$9.57	-16.7%	COM	234264109
BP	BP PLC	52,275	$1.634M	0.6%	$42.01	—	SPONSORED ADR	055622104
CVX	CHEVRON CORP NEW	17,022	$1.531M	0.6%	$71.81	-18.6%	COM	166764100
—	STEELCASE INC	89,099	$1.328M	0.5%	$17.14	—	CL A	858155203
GWW	GRAINGER W W INC	5,905	$1.196M	0.5%	$203.71	-14.1%	COM	384802104
—	SPDR S&P 500 ETF TR	4,858	$990K	0.4%	$200.16	—	TR UNIT	78462f103
CATY	CATHAY GEN BANCORP	24,210	$758K	0.3%	$16.39	+42.8%	COM	149150104
—	VANGUARD SCOTTSDALE FDS	8,613	$724K	0.3%	$85.77	—	INT-TERM CORP	92206c870
LQD	ISHARES TR	3,004	$342K	0.1%	$114.23	—	IBOXX INV CP ETF	464287242
—	GENERAL ELECTRIC CO	10,400	$324K	0.1%	$24.36	—	COM	369604103
—	EXACTECH INC	17,425	$316K	0.1%	$17.42	—	COM	30064e109
VSH	VISHAY INTERTECHNOLOGY INC	25,167	$303K	0.1%	$10.13	-8.2%	COM	928298108
HTBK	HERITAGE COMMERCE CORP	24,303	$291K	0.1%	$11.00	0.0%	COM	426927109
—	FLIR SYS INC	10,006	$281K	0.1%	$28.08	—	COM	302445101
KELYA	KELLY SVCS INC	17,146	$277K	0.1%	$16.11	-13.2%	CL A	488152208
—	CONNECTONE BANCORP INC NEW	14,835	$277K	0.1%	$18.67	—	COM	20786w107
—	HERITAGE FINL CORP WASH	14,554	$274K	0.1%	$17.01	—	COM	42722x106
—	LANNET INC	6,813	$273K	0.1%	$44.08	—	COM	516012101
PLAB	PHOTRONICS INC	21,927	$273K	0.1%	$8.42	+27.6%	COM	719405102
—	DU PONT E I DE NEMOURS & CO	4,054	$270K	0.1%	$48.20	—	COM	263534109
—	II VI INC	14,482	$269K	0.1%	$16.67	—	COM	902104108
FBIZ	FIRST BUS FINL SVCS INC WIS	10,718	$268K	0.1%	$17.13	+11.4%	COM	319390100
—	AMERISAFE INC	5,116	$260K	0.1%	$42.40	—	COM	03071h100
—	EAST WEST BANCORP INC	6,231	$259K	0.1%	$41.57	—	COM	27579r104
—	LAKELAND BANCORP INC	21,624	$255K	0.1%	$11.79	—	COM	511637100
—	EXXON MOBIL CORP	3,210	$250K	0.1%	$89.57	—	COM	30231g102
GNTX	GENTEX CORP	15,515	$248K	0.1%	$16.16	0.0%	COM	371901109
—	COHERENT INC	3,802	$248K	0.1%	$61.85	—	COM	192479103
—	ROFIN SINAR TECHNOLOGIES INC	9,106	$244K	0.1%	$24.20	—	COM	775043102
TSN	TYSON FOODS INC	4,544	$242K	0.1%	$31.35	+20.2%	CL A	902494103
SCI	SERVICE CORP INTL	9,234	$240K	0.1%	$17.60	+55.3%	COM	817565104
—	GENTHERM INC	5,067	$240K	0.1%	$36.63	—	COM	37253a103
—	PRA GROUP INC	6,625	$230K	0.1%	$49.84	—	COM	69354n106
CBT	CABOT CORP	5,607	$229K	0.1%	$30.91	0.0%	COM	127055101
—	SUPER MICRO COMPUTER INC	9,198	$225K	0.1%	$31.64	—	COM	86800u104
—	ACTIVISION BLIZZARD INC	5,785	$224K	0.1%	$38.72	—	COM	00507v109
—	PACWEST BANCORP DEL	4,917	$212K	0.1%	$43.12	—	COM	695263103
SCSC	SCANSOURCE INC	6,411	$207K	0.1%	$39.70	-7.0%	COM	806037107
—	APPLIED INDL TECHNOLOGIES IN	5,104	$207K	0.1%	$45.28	—	COM	03820c105
MEI	METHODE ELECTRS INC	6,472	$206K	0.1%	$33.40	-17.8%	COM	591520200
GMED	GLOBUS MED INC	7,298	$203K	0.1%	$25.11	0.0%	CL A	379577208
MTRX	MATRIX SVC CO	9,830	$202K	0.1%	$26.97	-16.8%	COM	576853105
LFCR	LANDEC CORP	16,052	$190K	0.1%	$13.83	-11.2%	COM	514766104
MOD	MODINE MFG CO	16,665	$151K	0.1%	$11.96	-26.7%	COM	607828100
—	DYNAMIC MATLS CORP	15,238	$107K	0.0%	$10.72	—	COM	267888105