The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
1st Source Corp CS 336901103 2,855,300 35,000 SH DFND 01 35,000 0 0
AAR Corp CS 000361105 203,675 1,425 SH DFND 01 1,425 0 0
Addus Homecare Corp CS 006739106 3,886,079 38,679 SH DFND 01 38,679 0 0
AGCO Corp CS 001084102 2,124,196 17,746 SH DFND 02 17,746 0 0
Ameren Corp CS 023608102 3,302,464 29,215 SH DFND 02 29,215 0 0
American States Water Co CS 029899101 5,088,190 61,578 SH DFND 01 61,578 0 0
Arrow Electronics Inc CS 042735100 3,390,231 15,886 SH DFND 02 15,886 0 0
Assurant Inc CS 04621X108 3,017,472 11,237 SH DFND 02 11,237 0 0
Atkore Inc CS 047649108 1,912,710 25,154 SH DFND 01 25,154 0 0
Atmos Energy Corp CS 049560105 2,389,557 13,871 SH DFND 02 13,871 0 0
Avalonbay Communities Inc CS 053484101 2,851,295 15,111 SH DFND 02 15,111 0 0
Avery Dennison Corp CS 053611109 2,679,749 16,506 SH DFND 02 16,506 0 0
Baker Hughes Co CS 05722G100 1,845,097 33,245 SH DFND 02 33,245 0 0
Bank of New York Mellon Corp CS 064058100 4,213,502 29,137 SH DFND 02 29,137 0 0
BJ's Wholesale Club Holdings CS 05550J101 2,027,691 23,248 SH DFND 02 23,248 0 0
BorgWarner Inc CS 099724106 2,253,749 33,942 SH DFND 02 33,942 0 0
Brady Corp CS 104674106 2,151,254 23,493 SH DFND 01 23,493 0 0
Broadstone Net Lease CS 11135E203 4,831,323 233,736 SH DFND 01 233,736 0 0
Cactus Inc CS 127203107 1,312,922 25,628 SH DFND 01 25,628 0 0
Camden National Corp CS 133034108 2,264,444 41,764 SH DFND 01 41,764 0 0
Cathay General Bancorp CS 149150104 3,405,359 54,934 SH DFND 01 54,934 0 0
CBRE Group Inc CS 12504L109 2,067,087 15,347 SH DFND 02 15,347 0 0
Centerpoint Energy Inc CS 15189T107 2,354,863 53,471 SH DFND 02 53,471 0 0
Chesapeake Utilities Corp CS 165303108 3,516,646 28,712 SH DFND 01 28,712 0 0
Cognizant Technology Solutions CS 192446102 1,386,960 35,811 SH DFND 02 35,811 0 0
Cohu Inc CS 192576106 2,990,325 40,459 SH DFND 01 40,459 0 0
Devon Energy Corp CS 25179M103 2,145,086 51,914 SH DFND 02 51,914 0 0
Dollar General Corp CS 256677105 2,649,372 23,016 SH DFND 02 23,016 0 0
Dominos Pizza Inc CS 25754A201 1,674,698 5,657 SH DFND 02 5,657 0 0
Douglas Dynamics Inc CS 25960r105 787,292 14,593 SH DFND 01 14,593 0 0
Dover Corp CS 260003108 2,624,525 11,702 SH DFND 02 11,702 0 0
Eastman Chemical Co CS 277432100 2,076,246 30,998 SH DFND 02 30,998 0 0
Employers Holdings CS 292218104 5,001,155 99,072 SH DFND 01 99,072 0 0
Encompass Health Corp CS 29261A100 2,749,376 27,200 SH DFND 02 27,200 0 0
ESCO Technologies CS 296315104 1,412,061 4,034 SH DFND 01 4,034 0 0
Federal Agricultural Mortgage CS 313148306 1,655,137 8,306 SH DFND 01 8,306 0 0
First Financial Corp CS 320218100 2,581,850 33,340 SH DFND 01 33,340 0 0
Fulton Financial Corp CS 360271100 2,084,646 86,178 SH DFND 01 86,178 0 0
Gates Industrial Corp PLC CS g39104107 2,579,365 92,219 SH DFND 02 92,219 0 0
Great Southern Bancorp Inc CS 390905107 1,637,436 20,883 SH DFND 01 20,883 0 0
Haemonetics Corp CS 405024100 3,372,600 44,968 SH DFND 01 44,968 0 0
Hartford Insurance Group Inc CS 416515104 2,649,472 19,993 SH DFND 02 19,993 0 0
Hasbro Inc CS 418056107 2,137,677 25,883 SH DFND 02 25,883 0 0
Healthcare Services Group Inc CS 421906108 582,809 23,730 SH DFND 01 23,730 0 0
Heartland Express Inc CS 422347104 5,063,527 332,689 SH DFND 01 332,689 0 0
Helmerich & Payne Inc CS 423452101 753,609 23,018 SH DFND 01 23,018 0 0
Hershey Co/The CS 427866108 2,801,410 15,967 SH DFND 02 15,967 0 0
Hillman Solutions Corp CS 431636109 1,103,538 130,751 SH DFND 01 130,751 0 0
Independent Bank Corp CS 453836108 1,042,984 12,458 SH DFND 01 12,458 0 0
Innovex International Inc CS 457651107 594,406 23,968 SH DFND 01 23,968 0 0
International Flavors & Fragra CS 459506101 2,615,211 33,012 SH DFND 02 33,012 0 0
ITT Inc CS 45073v108 2,405,948 12,166 SH DFND 02 12,166 0 0
J & J Snack Foods Corp CS 466032109 2,954,306 40,222 SH DFND 01 40,222 0 0
Jazz Pharmaceuticals PLC CS G50871105 5,097,961 21,156 SH DFND 02 21,156 0 0
John B Sanfilippo & Son Inc CS 800422107 4,887,070 56,833 SH DFND 01 56,833 0 0
Johnson Outdoors Inc CS 479167108 1,250,953 27,171 SH DFND 01 27,171 0 0
KB Home CS 48666K109 2,561,996 40,933 SH DFND 01 40,933 0 0
Keysight Technologies Inc CS 49338L103 2,224,345 6,354 SH DFND 02 6,354 0 0
Kforce Inc CS 493732101 4,063,882 86,613 SH DFND 01 86,613 0 0
Knight-Swift Transportation Ho CS 499049104 3,469,809 44,559 SH DFND 02 44,559 0 0
Kroger Co CS 501044101 1,553,507 27,976 SH DFND 02 27,976 0 0
L3Harris Technologies Inc CS 502431109 2,297,114 7,905 SH DFND 02 7,905 0 0
Levi Strauss & Co- Class A CS 52736R102 2,237,804 90,125 SH DFND 02 90,125 0 0
Littelfuse Inc CS 537008104 863,761 1,897 SH DFND 01 1,897 0 0
Littelfuse Inc CS 537008104 2,787,530 6,122 SH DFND 02 6,122 0 0
LKQ Corp CS 501889208 2,007,741 76,253 SH DFND 02 76,253 0 0
Magnite Inc CS 55955d100 2,315,010 121,971 SH DFND 01 121,971 0 0
Marzetti Company/The CS 513847103 2,261,966 19,814 SH DFND 01 19,814 0 0
Masco Corp CS 574599106 2,465,511 30,300 SH DFND 02 30,300 0 0
Microchip Technology Inc CS 595017104 2,141,467 23,481 SH DFND 02 23,481 0 0
Middlesex Water Co CS 596680108 2,445,375 43,543 SH DFND 01 43,543 0 0
Minerals Technologies Inc CS 603158106 2,685,555 36,306 SH DFND 01 36,306 0 0
MKS Inc CS 55306N104 2,034,070 4,573 SH DFND 02 4,573 0 0
OGE Energy Corp CS 670837103 2,669,780 54,866 SH DFND 02 54,866 0 0
Omnicom Group CS 681919106 2,003,553 27,510 SH DFND 02 27,510 0 0
Permian Resources Corp CS 71424F105 1,943,102 105,546 SH DFND 02 105,546 0 0
Portland General Electric Co CS 736508847 4,821,175 93,019 SH DFND 01 93,019 0 0
PROG Holdings CS 74319R101 2,483,101 53,274 SH DFND 01 53,274 0 0
Prosperity Bancshares Inc CS 743606105 2,637,259 36,112 SH DFND 02 36,112 0 0
PulteGroup Inc CS 745867101 2,084,083 15,189 SH DFND 02 15,189 0 0
PVH Corp CS 693656100 317,239 4,272 SH DFND 01 4,272 0 0
QCR Holdings Inc CS 74727a104 2,841,354 29,187 SH DFND 01 29,187 0 0
Quaker Chemical Corp CS 747316107 1,055,373 6,643 SH DFND 01 6,643 0 0
Quest Diagnostics Inc CS 74834L100 2,644,288 12,476 SH DFND 02 12,476 0 0
Raymond James Financial Inc CS 754730109 2,155,937 14,181 SH DFND 02 14,181 0 0
Regal Rexnord Corp CS 758750103 2,602,702 10,927 SH DFND 02 10,927 0 0
Regency Centers Corp CS 758849103 2,515,079 31,541 SH DFND 02 31,541 0 0
Regions Financial Corp CS 7591EP100 2,522,817 83,537 SH DFND 02 83,537 0 0
Reinsurance Group Of America CS 759351604 2,372,961 11,159 SH DFND 02 11,159 0 0
Republic Services Inc CS 760759100 2,328,325 10,927 SH DFND 02 10,927 0 0
Reynolds Consumer Products CS 76171L106 4,275,218 159,226 SH DFND 01 159,226 0 0
RPM Intl Inc CS 749685103 2,695,943 24,255 SH DFND 02 24,255 0 0
Rush Enterprises Inc CS 781846209 718,829 9,849 SH DFND 01 9,849 0 0
S&T Bancorp Inc CS 783859101 2,492,381 50,782 SH DFND 01 50,782 0 0
Safety Insurance Group Inc CS 78648T100 1,518,835 20,289 SH DFND 01 20,289 0 0
Saul Centers Inc CS 804395101 1,792,177 47,932 SH DFND 01 47,932 0 0
Selective Ins Group Inc CS 816300107 4,972,248 51,255 SH DFND 01 51,255 0 0
Simmons First National Corp CS 828730200 1,940,290 85,664 SH DFND 01 85,664 0 0
Sonoco Products CS 835495102 1,156,696 20,527 SH DFND 01 20,527 0 0
SS&C Technologies Holdings CS 78467J100 2,144,572 34,562 SH DFND 02 34,562 0 0
Stag Industrial Inc CS 85254J102 2,114,728 55,563 SH DFND 02 55,563 0 0
Stepan Co CS 858586100 661,062 11,864 SH DFND 01 11,864 0 0
Steven Madden Ltd CS 556269108 1,763,232 41,882 SH DFND 01 41,882 0 0
Synaptics Inc CS 87157D109 1,031,854 8,306 SH DFND 01 8,306 0 0
US Foods Holding Corp CS 912008109 2,670,259 26,115 SH DFND 02 26,115 0 0
Vishay Intertechnology Inc CS 928298108 1,639,914 30,493 SH DFND 01 30,493 0 0
Werner Enterprises Inc CS 950755108 4,605,085 105,597 SH DFND 01 105,597 0 0
Wesco International Inc CS 95082P105 2,516,803 7,286 SH DFND 02 7,286 0 0
World Kinect Corp CS 981475106 3,771,498 114,496 SH DFND 01 114,496 0 0
WR Berkley Corp CS 084423102 2,339,339 33,168 SH DFND 02 33,168 0 0
Xcel Energy Inc CS 98389B100 2,146,901 26,736 SH DFND 02 26,736 0 0
Yeti Holdings Inc CS 98585X104 3,357,541 67,747 SH DFND 01 67,747 0 0
Zimmer Biomet Holdings Inc CS 98956P102 2,114,887 24,566 SH DFND 02 24,566 0 0