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
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
AAC Technologies Holdings Inc COM 000304105 1,544 24,792 SH   SOLE   24,792 0 0
ABB Ltd COM 000375204 2,229 126,142 SH   SOLE   126,142 0 0
Abiomed Inc COM 003654100 16,830 181,432 SH   SOLE   181,432 0 0
Acorda Therapeutics Inc COM 00484m106 2,086 78,675 SH   SOLE   78,675 0 0
Activision Blizzard Inc COM 00507v109 24,225 784,235 SH   SOLE   784,235 0 0
Acuity Brands Inc COM 00508y102 36,326 206,890 SH   SOLE   206,890 0 0
Acxiom Corp COM 005125109 723 36,600 SH   SOLE   36,600 0 0
Adecco SA COM 006754204 3,735 102,436 SH   SOLE   102,436 0 0
Adeptus Health Inc-Class A COM 006855100 2,429 30,075 SH   SOLE   30,075 0 0
Adtran Inc COM 00738a106 1,552 106,325 SH   SOLE   106,325 0 0
Aegion Corporation COM 00770f104 2,414 146,500 SH   SOLE   146,500 0 0
Affiliated Managers Group Inc COM 008252108 34,304 200,622 SH   SOLE   200,622 0 0
AFLAC Inc COM 001055102 80,982 1,393,124 SH   SOLE   1,393,124 0 0
Agnico Eagle Mines Ltd COM 008474108 19,011 750,816 SH   SOLE   750,816 0 0
Air Liquide-Unsponsored ADR COM 009126202 2,925 124,007 SH   SOLE   124,007 0 0
Air Methods Corp COM 009128307 3,849 112,900 SH   SOLE   112,900 0 0
Akorn Inc COM 009728106 4,373 153,400 SH   SOLE   153,400 0 0
Alaska Air Group Inc COM 011659109 7,356 92,585 SH   SOLE   92,585 0 0
Allergan PLC COM g0177j108 541 1,992 SH   SOLE   1,992 0 0
Allianz SE - ADR COM 018805101 59,390 3,793,651 SH   SOLE   3,793,651 0 0
Alphabet Inc COM 02079k107 319 525 SH   SOLE   525 0 0
Ambarella Inc Ord COM g037ax101 4,053 70,125 SH   SOLE   70,125 0 0
Amber Road Inc COM 02318y108 248 58,700 SH   SOLE   58,700 0 0
Amerco COM 023586100 19,869 50,496 SH   SOLE   50,496 0 0
American Eagle Outfitters Inc COM 02553e106 23,268 1,488,644 SH   SOLE   1,488,644 0 0
Amerisourcebergen Corp COM 03073e105 10,902 114,767 SH   SOLE   114,767 0 0
Amphenol Corp New COM 032095101 222 4,365 SH   SOLE   4,365 0 0
Amsurg Corp COM 03232p405 21,279 273,830 SH   SOLE   273,830 0 0
Anadarko Pete Corp COM 032511107 514 8,518 SH   SOLE   8,518 0 0
Arch Capital Group Ltd COM g0450a105 44,995 612,423 SH   SOLE   612,423 0 0
Astellas Pharma Inc COM 04623u102 150 11,664 SH   SOLE   11,664 0 0
Atmos Energy Corp COM 049560105 118,140 2,030,594 SH   SOLE   2,030,594 0 0
Avago Technologies Ltd Ord COM y0486s104 11,603 92,815 SH   SOLE   92,815 0 0
Avnet Inc COM 053807103 11,634 272,590 SH   SOLE   272,590 0 0
AXA Group S A - ADR COM 054536107 3,954 163,737 SH   SOLE   163,737 0 0
Axis Capital Holdings Limited COM g0692u109 18,686 347,833 SH   SOLE   347,833 0 0
Balchem Corporation COM 057665200 4,263 70,153 SH   SOLE   70,153 0 0
Banco Bilbao Vizcaya Argentari COM 05946k101 115 13,700 SH   SOLE   13,700 0 0
BankUnited Inc COM 06652k103 38,982 1,090,398 SH   SOLE   1,090,398 0 0
Barclays Plc COM 06738e204 60,023 4,061,079 SH   SOLE   4,061,079 0 0
BASF SE COM 055262505 3,994 52,375 SH   SOLE   52,375 0 0
Bayer AG COM 072730302 35,555 278,306 SH   SOLE   278,306 0 0
Bayerische Motoren Werke A G COM 072743206 365 12,377 SH   SOLE   12,377 0 0
Berry Plastics Group Inc COM 08579w103 322 10,710 SH   SOLE   10,710 0 0
BHP Billiton Ltd COM 088606108 34,210 1,081,911 SH   SOLE   1,081,911 0 0
Big Lots Inc COM 089302103 24,655 514,499 SH   SOLE   514,499 0 0
Biomarin Pharmaceutical Inc COM 09061g101 6,059 57,526 SH   SOLE   57,526 0 0
BNP Paribas SA COM 05565a202 4,359 148,879 SH   SOLE   148,879 0 0
BroadSoft Inc COM 11133b409 6,522 217,675 SH   SOLE   217,675 0 0
Bruker Corporation COM 116794108 4,933 300,250 SH   SOLE   300,250 0 0
Buckle Inc COM 118440106 5,373 145,325 SH   SOLE   145,325 0 0
BWX Technologies Inc COM 05605h100 40,916 1,552,184 SH   SOLE   1,552,184 0 0
Canadian Natural Resources Ltd COM 136385101 41,723 2,145,128 SH   SOLE   2,145,128 0 0
Canadian Pacific Railway Ltd COM 13645t100 407 2,838 SH   SOLE   2,838 0 0
Carpenter Technology Corp COM 144285103 1,014 34,071 SH   SOLE   34,071 0 0
Carrefour SA COM 144430204 2,976 503,896 SH   SOLE   503,896 0 0
Casey's General Stores Inc COM 147528103 29,638 287,973 SH   SOLE   287,973 0 0
CBOE Holdings Inc COM 12503m108 26,345 392,743 SH   SOLE   392,743 0 0
Celadon Group Inc COM 150838100 2,381 148,650 SH   SOLE   148,650 0 0
Centene Corp Del COM 15135b101 16,286 300,314 SH   SOLE   300,314 0 0
CF Industries Holdings Inc COM 125269100 8,682 193,368 SH   SOLE   193,368 0 0
Chart Industries Inc COM 16115q308 966 50,300 SH   SOLE   50,300 0 0
Chipotle Mexican Grill Inc COM 169656105 4,012 5,570 SH   SOLE   5,570 0 0
Cigna Corp COM 125509109 11,264 83,421 SH   SOLE   83,421 0 0
Cinemark Holdings Inc COM 17243v102 223 6,874 SH   SOLE   6,874 0 0
CNO Financial Group Inc COM 12621e103 4,710 250,417 SH   SOLE   250,417 0 0
Coca-Cola HBC AG COM 191223205 1,340 63,815 SH   SOLE   63,815 0 0
Cohen & Steers Inc COM 19247a100 3,354 122,201 SH   SOLE   122,201 0 0
Comcast Corp New COM 20030n101 277 4,871 SH   SOLE   4,871 0 0
Compass Group Plc COM 20449x302 2,799 175,501 SH   SOLE   175,501 0 0
Computer Sciences Corp COM 205363104 86,144 1,403,449 SH   SOLE   1,403,449 0 0
Conagra Foods Inc COM 205887102 41,908 1,034,512 SH   SOLE   1,034,512 0 0
Continental ag COM 210771200 2,305 54,323 SH   SOLE   54,323 0 0
Covisint Corp COM 22357r103 267 124,250 SH   SOLE   124,250 0 0
Cracker Barrel Old Country Sto COM 22410j106 19,427 131,904 SH   SOLE   131,904 0 0
Credicorp Ltd COM g2519y108 52,936 497,706 SH   SOLE   497,706 0 0
Crown Holdings Inc COM 228368106 292 6,388 SH   SOLE   6,388 0 0
CSL Limited Sponsored ADR COM 12637n204 2,641 84,333 SH   SOLE   84,333 0 0
Cynosure Inc COM 232577205 5,500 183,100 SH   SOLE   183,100 0 0
D R Horton Inc COM 23331a109 21,840 743,885 SH   SOLE   743,885 0 0
Daimler AG F COM 233825108 2,010 27,760 SH   SOLE   27,760 0 0
Daktronics Inc COM 234264109 2,093 241,400 SH   SOLE   241,400 0 0
Danske Bank A/S COM 236363107 212 14,078 SH   SOLE   14,078 0 0
Darden Restaurants Inc COM 237194105 26,403 385,217 SH   SOLE   385,217 0 0
Dassault Sys S A - ADR COM 237545108 1,424 19,326 SH   SOLE   19,326 0 0
Davita Healthcare Partners Inc COM 23918k108 20,101 277,902 SH   SOLE   277,902 0 0
Descartes Sys Group Inc COM 249906108 1,972 111,500 SH   SOLE   111,500 0 0
Diageo Plc COM 25243q205 52,489 486,955 SH   SOLE   486,955 0 0
Diamondback Energy Inc COM 25278x109 9,736 150,715 SH   SOLE   150,715 0 0
Disney Walt Co COM 254687106 286 2,798 SH   SOLE   2,798 0 0
Dollar Tree Inc COM 256746108 10,892 163,395 SH   SOLE   163,395 0 0
DST Systems Inc COM 233326107 40,163 382,000 SH   SOLE   382,000 0 0
DSW Inc COM 23334l102 14,500 572,910 SH   SOLE   572,910 0 0
DTE Energy Co COM 233331107 46,155 574,281 SH   SOLE   574,281 0 0
Edwards Lifesciences Corp COM 28176e108 27,907 196,290 SH   SOLE   196,290 0 0
Electronics for Imaging Inc COM 286082102 3,079 71,150 SH   SOLE   71,150 0 0
Enbridge Inc COM 29250n105 25,402 684,132 SH   SOLE   684,132 0 0
Energen Corp COM 29265n108 16,593 332,787 SH   SOLE   332,787 0 0
Envision Healthcare Holdings COM 29413u103 282 7,659 SH   SOLE   7,659 0 0
Eplus Inc COM 294268107 3,649 46,150 SH   SOLE   46,150 0 0
EverBank Financial Corp COM 29977g102 3,202 165,900 SH   SOLE   165,900 0 0
Expedia Inc COM 30212p303 18,255 155,125 SH   SOLE   155,125 0 0
Facebook Inc - A Shs COM 30303m102 429 4,774 SH   SOLE   4,774 0 0
Fanuc Corporation - Unsp ADR COM 307305102 2,102 82,457 SH   SOLE   82,457 0 0
Fidelity National Information COM 31620m106 17,261 257,318 SH   SOLE   257,318 0 0
Fomento Economico Mexicano SAB COM 344419106 607 6,800 SH   SOLE   6,800 0 0
Frank's International N.V COM n33462107 265 17,300 SH   SOLE   17,300 0 0
Fuji Heavy Inds Ltd COM 359556206 2,793 39,044 SH   SOLE   39,044 0 0
Gemalto NV COM 36863n208 1,688 52,143 SH   SOLE   52,143 0 0
General Dynamics Corp COM 369550108 208 1,506 SH   SOLE   1,506 0 0
General Electric Co COM 369604103 357 14,163 SH   SOLE   14,163 0 0
Genomic Health Inc COM 37244c101 1,570 74,200 SH   SOLE   74,200 0 0
Geospace Technologies Corp COM 37364x109 881 63,760 SH   SOLE   63,760 0 0
Gildan Activewear Inc COM 375916103 346 11,472 SH   SOLE   11,472 0 0
Givaudan SA COM 37636p108 1,408 43,403 SH   SOLE   43,403 0 0
Gulfport Energy Corp COM 402635304 20,946 705,715 SH   SOLE   705,715 0 0
Hain Celestial Group Inc COM 405217100 15,301 296,522 SH   SOLE   296,522 0 0
Hanes Brands Inc. W/I COM 410345102 10,809 373,482 SH   SOLE   373,482 0 0
Harman International Industrie COM 413086109 19,504 203,191 SH   SOLE   203,191 0 0
Harris Corp Del COM 413875105 27,877 381,088 SH   SOLE   381,088 0 0
Hartford Financial Services Gr COM 416515104 58,736 1,283,009 SH   SOLE   1,283,009 0 0
Health Net Inc COM 42222g108 17,554 291,491 SH   SOLE   291,491 0 0
HealthEquity COM 42226a107 1,553 52,550 SH   SOLE   52,550 0 0
Hennes & Mauritz AB COM 425883105 88 12,138 SH   SOLE   12,138 0 0
Hexcel Corp New COM 428291108 12,562 280,029 SH   SOLE   280,029 0 0
Hilltop Holdings Inc COM 432748101 2,494 125,900 SH   SOLE   125,900 0 0
Hilton Worldwide Holdings Inc COM 43300a104 206 8,982 SH   SOLE   8,982 0 0
HMS Hldgs Corp COM 40425j101 968 110,350 SH   SOLE   110,350 0 0
HomeAway Inc COM 43739q100 4,388 165,346 SH   SOLE   165,346 0 0
Honda Motor Ltd - ADR COM 438128308 48,636 1,626,638 SH   SOLE   1,626,638 0 0
Honeywell International Inc COM 438516106 276 2,916 SH   SOLE   2,916 0 0
Hormel Foods Corp COM 440452100 21,580 340,857 SH   SOLE   340,857 0 0
Host Hotels & Resorts Inc COM 44107p104 15,056 952,322 SH   SOLE   952,322 0 0
HSBC Holdings Plc COM 404280406 46,618 1,230,687 SH   SOLE   1,230,687 0 0
Humana Inc COM 444859102 17,008 95,016 SH   SOLE   95,016 0 0
Huntington Ingalls Inds Inc COM 446413106 21,597 201,556 SH   SOLE   201,556 0 0
Icu Med Inc COM 44930g107 6,920 63,195 SH   SOLE   63,195 0 0
Ii VI Inc COM 902104108 3,626 225,525 SH   SOLE   225,525 0 0
Impax Laboratories Inc COM 45256b101 3,770 107,075 SH   SOLE   107,075 0 0
Imperial Oil Ltd COM 453038408 52,617 1,664,558 SH   SOLE   1,664,558 0 0
Incyte Corp COM 45337c102 10,798 97,874 SH   SOLE   97,874 0 0
InterActiveCorp COM 44919p508 13,990 214,335 SH   SOLE   214,335 0 0
Intesa Sanpaolo COM 46115h107 209 9,891 SH   SOLE   9,891 0 0
InvenSense Inc COM 46123d205 2,120 228,250 SH   SOLE   228,250 0 0
iRobot Corporation COM 462726100 3,767 129,275 SH   SOLE   129,275 0 0
Isis Pharmaceuticals Inc COM 464330109 6,511 161,076 SH   SOLE   161,076 0 0
J2 Global Inc COM 48123v102 8,601 121,400 SH   SOLE   121,400 0 0
Jack Henry & Assoc Inc COM 426281101 8,266 118,750 SH   SOLE   118,750 0 0
Jetblue Airways Corp COM 477143101 3,881 150,612 SH   SOLE   150,612 0 0
JGC Corp COM 466140100 1,729 65,381 SH   SOLE   65,381 0 0
JM Smucker Co COM 832696405 21,851 191,523 SH   SOLE   191,523 0 0
Kao Corp COM 485537302 683 15,137 SH   SOLE   15,137 0 0
Keycorp New COM 493267108 43,690 3,358,220 SH   SOLE   3,358,220 0 0
Kirby Corp COM 497266106 8,738 141,054 SH   SOLE   141,054 0 0
Kirin Holdings Company Ltd. COM 497350306 325 24,831 SH   SOLE   24,831 0 0
Komatsu Ltd COM 500458401 1,658 113,300 SH   SOLE   113,300 0 0
Kroger CO COM 501044101 34,222 948,769 SH   SOLE   948,769 0 0
Kubota Corp COM 501173207 2,782 40,751 SH   SOLE   40,751 0 0
L'Oreal Co SA COM 502117203 2,070 59,802 SH   SOLE   59,802 0 0
Lear Corp COM 521865204 31,270 287,465 SH   SOLE   287,465 0 0
Lending Tree Inc COM 52603b107 4,477 48,125 SH   SOLE   48,125 0 0
Liberty Broadband Corp Ser C COM 530307305 206 4,031 SH   SOLE   4,031 0 0
Lincoln National Corp COM 534187109 40,280 848,713 SH   SOLE   848,713 0 0
Liquidity Services Inc COM 53635b107 1,091 147,625 SH   SOLE   147,625 0 0
Louisiana Pac Corp COM 546347105 9,197 645,876 SH   SOLE   645,876 0 0
Lululemon Athletica Inc COM 550021109 15,217 300,433 SH   SOLE   300,433 0 0
Magna International Inc COM 559222401 67,838 1,412,997 SH   SOLE   1,412,997 0 0
Manpower Inc COM 56418h100 17,607 215,012 SH   SOLE   215,012 0 0
Martin Marietta Materials Inc COM 573284106 18,290 120,370 SH   SOLE   120,370 0 0
Medivation Inc COM 58501n101 8,466 199,189 SH   SOLE   199,189 0 0
Merck KGaA ADR COM 589339100 2,337 79,425 SH   SOLE   79,425 0 0
Mettler Toledo International COM 592688105 42,347 148,721 SH   SOLE   148,721 0 0
Micron Technology Inc COM 595112103 14,151 944,646 SH   SOLE   944,646 0 0
Microsoft Corp COM 594918104 382 8,626 SH   SOLE   8,626 0 0
Molina Healthcare Inc COM 60855r100 10,425 151,423 SH   SOLE   151,423 0 0
Molson Coors Brewing Co COM 60871r209 19,375 233,381 SH   SOLE   233,381 0 0
Monotype Imaging Holdings Inc COM 61022p100 3,432 157,275 SH   SOLE   157,275 0 0
Monro Muffler Brake Inc COM 610236101 7,226 106,975 SH   SOLE   106,975 0 0
Monster Beverage Corp COM 61174x109 27,269 201,787 SH   SOLE   201,787 0 0
MTN Group Ltd COM 62474m108 2,399 186,396 SH   SOLE   186,396 0 0
Muenchener Rueckversicherungs- COM 626188106 3,702 198,867 SH   SOLE   198,867 0 0
Nestle S A COM 641069406 45,629 608,655 SH   SOLE   608,655 0 0
Nexstar Broadcasting Group I COM 65336k103 203 4,280 SH   SOLE   4,280 0 0
Nitto Denko Corp COM 654802206 2,801 94,169 SH   SOLE   94,169 0 0
Novartis AG - ADR COM 66987v109 46,546 506,379 SH   SOLE   506,379 0 0
Novo Nordisk A/S - ADR COM 670100205 58,063 1,070,489 SH   SOLE   1,070,489 0 0
Nvidia Corp COM 67066g104 25,441 1,032,108 SH   SOLE   1,032,108 0 0
Nvr Inc COM 62944t105 12,891 8,452 SH   SOLE   8,452 0 0
NXP Semiconductors NV COM n6596x109 18,076 207,606 SH   SOLE   207,606 0 0
O'Reilly Automotive Inc COM 67103h107 28,607 114,429 SH   SOLE   114,429 0 0
Oceaneering Intl Inc COM 675232102 13,934 354,742 SH   SOLE   354,742 0 0
Omnicell Inc COM 68213n109 5,719 183,875 SH   SOLE   183,875 0 0
Palo Alto Networks Inc COM 697435105 38,523 223,973 SH   SOLE   223,973 0 0
Panera Bread CO COM 69840w108 17,939 92,750 SH   SOLE   92,750 0 0
Parexel Intl Corp COM 699462107 19,552 315,767 SH   SOLE   315,767 0 0
Perkinelmer Inc COM 714046109 17,569 382,278 SH   SOLE   382,278 0 0
Perrigo Co Plc COM g97822103 6,826 43,400 SH   SOLE   43,400 0 0
Philip Morris International In COM 718172109 2,539 32,008 SH   SOLE   32,008 0 0
Pioneer Natural Resources Co COM 723787107 20,295 166,847 SH   SOLE   166,847 0 0
Power Solutions International COM 73933g202 904 39,825 SH   SOLE   39,825 0 0
PowerSecure International Inc COM 73936n105 2,635 228,775 SH   SOLE   228,775 0 0
PRA Group Inc COM 69354n106 4,317 81,585 SH   SOLE   81,585 0 0
PRA Health Sciences Inc COM 69354m108 5,552 142,975 SH   SOLE   142,975 0 0
Price T Rowe Group Inc COM 74144t108 34,880 501,866 SH   SOLE   501,866 0 0
Proto Labs Inc COM 743713109 2,680 40,000 SH   SOLE   40,000 0 0
Prudential Plc COM 74435k204 56,306 1,336,169 SH   SOLE   1,336,169 0 0
Public Storage COM 74460d109 54,422 257,157 SH   SOLE   257,157 0 0
Pulte Group Inc COM 745867101 27,413 1,452,752 SH   SOLE   1,452,752 0 0
PVH Corp COM 693656100 19,545 191,733 SH   SOLE   191,733 0 0
Qiagen N V COM n72482107 417 16,167 SH   SOLE   16,167 0 0
Radiant Logistics Inc COM 75025x100 1,050 235,325 SH   SOLE   235,325 0 0
Reckitt Benckiser Group PLC COM 756255204 4,598 253,495 SH   SOLE   253,495 0 0
Roche Holding Ltd - ADR COM 771195104 2,931 89,150 SH   SOLE   89,150 0 0
Ross Stores Inc COM 778296103 13,736 283,400 SH   SOLE   283,400 0 0
Royal Caribbean Cruises Ltd COM v7780t103 50,288 564,458 SH   SOLE   564,458 0 0
Royal Dutch Shell Plc COM 780259107 40,326 849,328 SH   SOLE   849,328 0 0
Ryanair Holdings plc COM 783513203 60,368 770,988 SH   SOLE   770,988 0 0
SABMiller Plc COM 78572m105 2,411 42,584 SH   SOLE   42,584 0 0
Sally Beauty Co Inc COM 79546e104 11,525 485,261 SH   SOLE   485,261 0 0
Sandvik AB COM 800212201 1,816 213,878 SH   SOLE   213,878 0 0
Sanofi-Aventis - ADR COM 80105n105 958 20,171 SH   SOLE   20,171 0 0
SAP SE COM 803054204 54,148 835,743 SH   SOLE   835,743 0 0
Schlumberger Ltd COM 806857108 35,317 512,060 SH   SOLE   512,060 0 0
Schwab Charles Corp COM 808513105 231 8,083 SH   SOLE   8,083 0 0
Science Applications Inte COM 808625107 23,698 589,356 SH   SOLE   589,356 0 0
Semtech Corp COM 816850101 2,430 160,950 SH   SOLE   160,950 0 0
Sensata Technologies Holding N COM n7902x106 259 5,836 SH   SOLE   5,836 0 0
Service Corp Intl COM 817565104 395 14,593 SH   SOLE   14,593 0 0
ServiceMaster Global Holdings COM 81761r109 203 6,061 SH   SOLE   6,061 0 0
Siemens AG - ADR COM 826197501 2,811 31,505 SH   SOLE   31,505 0 0
Signature Bank COM 82669g104 35,191 255,821 SH   SOLE   255,821 0 0
Singapore Telecommunications L COM 82929r304 5,142 203,086 SH   SOLE   203,086 0 0
Sirona Dental Systems Inc. COM 82966c103 4,198 44,975 SH   SOLE   44,975 0 0
Skf AB COM 784375404 21,147 1,153,927 SH   SOLE   1,153,927 0 0
Skyworks Solutions Inc COM 83088m102 17,858 212,066 SH   SOLE   212,066 0 0
Sotheby's COM 835898107 3,616 113,075 SH   SOLE   113,075 0 0
Southwest Airlines Co COM 844741108 28,934 760,629 SH   SOLE   760,629 0 0
Spectrum Brands Holdings Inc COM 84763r101 237 2,594 SH   SOLE   2,594 0 0
St Jude Med Inc COM 790849103 24,227 384,013 SH   SOLE   384,013 0 0
Steiner Leisure Ltd COM p8744y102 7,216 114,215 SH   SOLE   114,215 0 0
Stratasys Ltd Ord COM m85548101 1,948 73,520 SH   SOLE   73,520 0 0
SunTrust Banks Inc COM 867914103 30,149 788,403 SH   SOLE   788,403 0 0
Supernus Pharmaceuticals Inc COM 868459108 814 58,025 SH   SOLE   58,025 0 0
Svenska Cellulosa Aktiebolag COM 869587402 3,416 122,534 SH   SOLE   122,534 0 0
Syngenta AG COM 87160a100 58,559 918,133 SH   SOLE   918,133 0 0
Sysmex Corp COM 87184p109 1,901 72,502 SH   SOLE   72,502 0 0
Taiwan Semiconductor Manufactu COM 874039100 4,095 197,346 SH   SOLE   197,346 0 0
Take-Two Interactive Software COM 874054109 14,280 497,045 SH   SOLE   497,045 0 0
TE Connectivity Ltd. COM h84989104 255 4,259 SH   SOLE   4,259 0 0
Team Health Holdings Inc COM 87817a107 6,765 125,200 SH   SOLE   125,200 0 0
Teledyne Technologies Inc COM 879360105 3,596 39,825 SH   SOLE   39,825 0 0
Texas Roadhouse Inc Common Sto COM 882681109 41,095 1,104,694 SH   SOLE   1,104,694 0 0
Textron Inc COM 883203101 10,432 277,155 SH   SOLE   277,155 0 0
The Priceline Group Inc COM 741503403 12,820 10,365 SH   SOLE   10,365 0 0
Thor Industries Inc COM 885160101 27,765 536,007 SH   SOLE   536,007 0 0
Time Warner Inc COM 887317303 239 3,483 SH   SOLE   3,483 0 0
Timken Co COM 887389104 2,253 81,975 SH   SOLE   81,975 0 0
Tokyo Electron Ltd-Unsp COM 889110102 1,417 120,884 SH   SOLE   120,884 0 0
Toyota Motor Corp - ADR COM 892331307 330 2,816 SH   SOLE   2,816 0 0
Tractor Supply CO COM 892356106 27,604 327,376 SH   SOLE   327,376 0 0
Trinity Industries Inc COM 896522109 2,642 116,520 SH   SOLE   116,520 0 0
Triumph Group Inc New COM 896818101 1,514 35,970 SH   SOLE   35,970 0 0
Turkiye Garanti Bankasi A S COM 900148701 4,216 1,815,656 SH   SOLE   1,815,656 0 0
Tyson Foods Inc COM 902494103 43,906 1,018,697 SH   SOLE   1,018,697 0 0
U S Physical Therapy Inc COM 90337l108 4,665 103,920 SH   SOLE   103,920 0 0
Ulta Salon Cosmetics & Fragran COM 90384s303 36,499 223,441 SH   SOLE   223,441 0 0
Unilever Plc COM 904767704 312 7,657 SH   SOLE   7,657 0 0
United Rentals Inc COM 911363109 17,800 296,416 SH   SOLE   296,416 0 0
Universal Health Services Inc COM 913903100 9,476 75,923 SH   SOLE   75,923 0 0
V F Corp COM 918204108 203 2,976 SH   SOLE   2,976 0 0
Vascular Solutions Inc COM 92231m109 1,564 48,250 SH   SOLE   48,250 0 0
Veeco Instruments Inc COM 922417100 2,973 144,950 SH   SOLE   144,950 0 0
Verisk Analytics Inc - Class A COM 92345y106 33,846 457,938 SH   SOLE   457,938 0 0
Vertex Pharmaceuticals Inc COM 92532f100 7,262 69,734 SH   SOLE   69,734 0 0
Visa Inc COM 92826c839 231 3,310 SH   SOLE   3,310 0 0
Volkswagen ag COM 928662303 1,669 71,254 SH   SOLE   71,254 0 0
Vulcan Materials Co COM 929160109 7,773 87,139 SH   SOLE   87,139 0 0
WageWorks Inc COM 930427109 1,839 40,800 SH   SOLE   40,800 0 0
Wal-Mart de Mexico SAB de CV - COM 93114w107 60,122 2,442,798 SH   SOLE   2,442,798 0 0
Walgreens Boots Alliance COM 931427108 404 4,867 SH   SOLE   4,867 0 0
Weight Watchers Intl Inc New COM 948626106 1,097 171,950 SH   SOLE   171,950 0 0
White Mountains Insurance Grou COM g9618e107 28,394 37,996 SH   SOLE   37,996 0 0
Woodside Petroleum Ltd COM 980228308 2,692 132,529 SH   SOLE   132,529 0 0
WPP Plc COM 92937a102 3,050 29,320 SH   SOLE   29,320 0 0
Xcel Energy Inc COM 98389b100 39,062 1,103,140 SH   SOLE   1,103,140 0 0
Zions Bancorporation COM 989701107 13,066 474,422 SH   SOLE   474,422 0 0
Bancolombia S A $1.526 PFD PFD 05968l102 49,534 1,538,320 SH   SOLE   1,538,320 0 0
Henkel AG & Co KGaA (PFD) ADR PFD 42550u208 44,746 435,862 SH   SOLE   435,862 0 0