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 1,842 29,838 SH   SOLE   29,838 0 0
ABB Ltd COM 000375204 3,102 146,509 SH   SOLE   146,509 0 0
Acorda Therapeutics Inc COM 00484m106 2,618 78,675 SH   SOLE   78,675 0 0
Actavis Plc COM g0083b108 452 1,520 SH   SOLE   1,520 0 0
Acuity Brands Inc COM 00508y102 36,561 217,418 SH   SOLE   217,418 0 0
Adecco SA COM 006754204 4,646 111,432 SH   SOLE   111,432 0 0
Adeptus Health Inc-Class A COM 006855100 2,334 46,475 SH   SOLE   46,475 0 0
Adtran Inc COM 00738a106 1,978 105,925 SH   SOLE   105,925 0 0
Aecom Technology Corp COM 00766t100 36,023 1,168,823 SH   SOLE   1,168,823 0 0
Aegion Corporation COM 00770f104 2,644 146,500 SH   SOLE   146,500 0 0
Affiliated Managers Group Inc COM 008252108 46,486 216,435 SH   SOLE   216,435 0 0
AFLAC Inc COM 001055102 119,939 1,873,747 SH   SOLE   1,873,747 0 0
Agnico Eagle Mines Ltd COM 008474108 12,682 453,887 SH   SOLE   453,887 0 0
Air Liquide-Unsponsored ADR COM 009126202 4,997 194,196 SH   SOLE   194,196 0 0
Air Methods Corp COM 009128307 5,255 112,800 SH   SOLE   112,800 0 0
Akorn Inc COM 009728106 26,333 554,270 SH   SOLE   554,270 0 0
Alaska Air Group Inc COM 011659109 8,335 125,939 SH   SOLE   125,939 0 0
Allianz SE - ADR COM 018805101 88,782 5,107,408 SH   SOLE   5,107,408 0 0
Ambarella Inc Ord COM g037ax101 7,789 102,875 SH   SOLE   102,875 0 0
Amber Road Inc COM 02318y108 671 72,500 SH   SOLE   72,500 0 0
Amerisourcebergen Corp COM 03073e105 52,624 462,956 SH   SOLE   462,956 0 0
Anadarko Pete Corp COM 032511107 324 3,918 SH   SOLE   3,918 0 0
Antero Resources Corp COM 03674x106 9,984 282,671 SH   SOLE   282,671 0 0
Astellas Pharma Inc COM 04623u102 198 12,089 SH   SOLE   12,089 0 0
Atmos Energy Corp COM 049560105 122,773 2,220,122 SH   SOLE   2,220,122 0 0
Avago Technologies Ltd Ord COM y0486s104 57,582 453,470 SH   SOLE   453,470 0 0
Avnet Inc COM 053807103 30,184 678,291 SH   SOLE   678,291 0 0
AXA Group S A - ADR COM 054536107 5,148 204,359 SH   SOLE   204,359 0 0
Balchem Corporation COM 057665200 3,885 70,153 SH   SOLE   70,153 0 0
Barclays Plc COM 06738e204 77,575 5,324,326 SH   SOLE   5,324,326 0 0
BASF SE COM 055262505 5,660 56,939 SH   SOLE   56,939 0 0
Bayer AG COM 072730302 55,927 372,087 SH   SOLE   372,087 0 0
Bayerische Motoren Werke A G COM 072743206 726 17,404 SH   SOLE   17,404 0 0
Berry Plastics Group Inc COM 08579w103 232 6,420 SH   SOLE   6,420 0 0
BHP Billiton Ltd COM 088606108 67,323 1,448,751 SH   SOLE   1,448,751 0 0
Big Lots Inc COM 089302103 34,216 712,390 SH   SOLE   712,390 0 0
Biomarin Pharmaceutical Inc COM 09061g101 20,392 163,630 SH   SOLE   163,630 0 0
BNP Paribas SA COM 05565a202 3,514 115,673 SH   SOLE   115,673 0 0
BroadSoft Inc COM 11133b409 7,367 220,175 SH   SOLE   220,175 0 0
Bruker Corporation COM 116794108 5,538 299,850 SH   SOLE   299,850 0 0
Buckle Inc COM 118440106 7,413 145,100 SH   SOLE   145,100 0 0
Buffalo Wild Wings Inc COM 119848109 8,513 46,972 SH   SOLE   46,972 0 0
Cabelas Inc COM 126804301 8,009 143,068 SH   SOLE   143,068 0 0
Canadian Natural Resources Ltd COM 136385101 88,452 2,880,223 SH   SOLE   2,880,223 0 0
Canadian Pacific Railway Ltd COM 13645t100 933 5,106 SH   SOLE   5,106 0 0
Carpenter Technology Corp COM 144285103 1,325 34,071 SH   SOLE   34,071 0 0
Carrefour SA COM 144430204 4,150 621,381 SH   SOLE   621,381 0 0
Casey's General Stores Inc COM 147528103 4,755 52,773 SH   SOLE   52,773 0 0
Catamaran Corp COM 148887102 36,761 617,420 SH   SOLE   617,420 0 0
CBOE Holdings Inc COM 12503m108 24,659 429,562 SH   SOLE   429,562 0 0
Celadon Group Inc COM 150838100 4,046 148,650 SH   SOLE   148,650 0 0
Centene Corp Del COM 15135b101 27,306 386,275 SH   SOLE   386,275 0 0
CF Industries Holdings Inc COM 125269100 24,293 85,634 SH   SOLE   85,634 0 0
Chart Industries Inc COM 16115q308 1,764 50,300 SH   SOLE   50,300 0 0
Chipotle Mexican Grill Inc COM 169656105 33,729 51,848 SH   SOLE   51,848 0 0
Cigna Corp COM 125509109 34,068 263,197 SH   SOLE   263,197 0 0
Cinemark Holdings Inc COM 17243v102 218 4,829 SH   SOLE   4,829 0 0
CNO Financial Group Inc COM 12621e103 4,239 246,156 SH   SOLE   246,156 0 0
Coca-Cola HBC AG COM 191223205 1,363 75,609 SH   SOLE   75,609 0 0
Cohen & Steers Inc COM 19247a100 4,631 113,101 SH   SOLE   113,101 0 0
Compass Group Plc COM 20449x302 3,534 203,108 SH   SOLE   203,108 0 0
Compass Minerals Intl Inc COM 20451n101 52,629 564,629 SH   SOLE   564,629 0 0
Computer Sciences Corp COM 205363104 78,650 1,204,803 SH   SOLE   1,204,803 0 0
Con-Way Inc COM 205944101 29,989 679,561 SH   SOLE   679,561 0 0
Concho Resources Inc COM 20605p101 5,530 47,707 SH   SOLE   47,707 0 0
Continental ag COM 210771200 4,587 96,946 SH   SOLE   96,946 0 0
Cooper Cos Inc COM 216648402 41,787 222,957 SH   SOLE   222,957 0 0
Covisint Corp COM 22357r103 333 164,250 SH   SOLE   164,250 0 0
Cracker Barrel Old Country Sto COM 22410j106 25,555 167,972 SH   SOLE   167,972 0 0
Credicorp Ltd COM g2519y108 90,603 644,267 SH   SOLE   644,267 0 0
Crown Holdings Inc COM 228368106 222 4,118 SH   SOLE   4,118 0 0
CSL Limited Sponsored ADR COM 12637n204 3,897 110,744 SH   SOLE   110,744 0 0
Cynosure Inc COM 232577205 5,599 182,550 SH   SOLE   182,550 0 0
Cypress Semiconductor Corp COM 232806109 2,746 194,625 SH   SOLE   194,625 0 0
D R Horton Inc COM 23331a109 26,781 940,354 SH   SOLE   940,354 0 0
Daktronics Inc COM 234264109 2,601 240,600 SH   SOLE   240,600 0 0
Danske Bank A/S COM 236363107 180 13,628 SH   SOLE   13,628 0 0
Dassault Sys S A - ADR COM 237545108 1,510 22,270 SH   SOLE   22,270 0 0
Davita Healthcare Partners Inc COM 23918k108 23,631 290,731 SH   SOLE   290,731 0 0
Descartes Sys Group Inc COM 249906108 843 56,000 SH   SOLE   56,000 0 0
Diageo Plc COM 25243q205 72,699 657,491 SH   SOLE   657,491 0 0
Diamondback Energy Inc COM 25278x109 23,922 311,317 SH   SOLE   311,317 0 0
Disney Walt Co COM 254687106 293 2,797 SH   SOLE   2,797 0 0
Dollar Tree Inc COM 256746108 44,853 552,749 SH   SOLE   552,749 0 0
DST Systems Inc COM 233326107 36,717 331,652 SH   SOLE   331,652 0 0
DTE Energy Co COM 233331107 104,538 1,295,551 SH   SOLE   1,295,551 0 0
Edwards Lifesciences Corp COM 28176e108 29,326 205,857 SH   SOLE   205,857 0 0
Electronics for Imaging Inc COM 286082102 2,958 70,850 SH   SOLE   70,850 0 0
Enbridge Inc COM 29250n105 44,387 915,190 SH   SOLE   915,190 0 0
Energen Corp COM 29265n108 24,339 368,779 SH   SOLE   368,779 0 0
Eplus Inc COM 294268107 4,368 50,250 SH   SOLE   50,250 0 0
Erickson Inc COM 29482p100 583 134,950 SH   SOLE   134,950 0 0
EverBank Financial Corp COM 29977g102 2,984 165,500 SH   SOLE   165,500 0 0
Expedia Inc COM 30212p303 27,313 290,163 SH   SOLE   290,163 0 0
Fanuc Corporation - Unsp ADR COM 307305102 3,968 108,758 SH   SOLE   108,758 0 0
Fidelity National Information COM 31620m106 43,520 639,441 SH   SOLE   639,441 0 0
Fomento Economico Mexicano SAB COM 344419106 608 6,500 SH   SOLE   6,500 0 0
Frank's International N.V COM n33462107 324 17,300 SH   SOLE   17,300 0 0
Fuji Heavy Inds Ltd COM 359556206 4,405 66,178 SH   SOLE   66,178 0 0
Gemalto NV COM 36863n208 2,425 60,889 SH   SOLE   60,889 0 0
Genomic Health Inc COM 37244c101 2,267 74,200 SH   SOLE   74,200 0 0
Geospace Technologies Corp COM 37364x109 1,053 63,760 SH   SOLE   63,760 0 0
Givaudan SA COM 37636p108 2,381 65,619 SH   SOLE   65,619 0 0
Gulfport Energy Corp COM 402635304 24,762 539,354 SH   SOLE   539,354 0 0
Hain Celestial Group Inc COM 405217100 38,458 600,436 SH   SOLE   600,436 0 0
Hanger Orthopedic Group Inc COM 41043f208 833 36,700 SH   SOLE   36,700 0 0
Harley Davidson Inc COM 412822108 22,239 366,140 SH   SOLE   366,140 0 0
Harman International Industrie COM 413086109 24,244 181,425 SH   SOLE   181,425 0 0
Hartford Financial Services Gr COM 416515104 91,502 2,187,998 SH   SOLE   2,187,998 0 0
Hennes & Mauritz AB COM 425883105 310 38,228 SH   SOLE   38,228 0 0
Hercules Technology Growth Cap COM 427096508 2,624 194,625 SH   SOLE   194,625 0 0
HMS Hldgs Corp COM 40425j101 1,700 110,050 SH   SOLE   110,050 0 0
HomeAway Inc COM 43739q100 11,268 373,480 SH   SOLE   373,480 0 0
Honda Motor Ltd - ADR COM 438128308 71,590 2,185,273 SH   SOLE   2,185,273 0 0
Hormel Foods Corp COM 440452100 28,983 509,818 SH   SOLE   509,818 0 0
Host Hotels & Resorts Inc COM 44107p104 46,618 2,310,085 SH   SOLE   2,310,085 0 0
HSBC Holdings Plc COM 404280406 70,423 1,653,505 SH   SOLE   1,653,505 0 0
Humana Inc COM 444859102 30,109 169,134 SH   SOLE   169,134 0 0
Huntington Ingalls Inds Inc COM 446413106 49,450 352,838 SH   SOLE   352,838 0 0
Icu Med Inc COM 44930g107 5,877 63,095 SH   SOLE   63,095 0 0
Igate Corp COM 45169u105 21,501 504,017 SH   SOLE   504,017 0 0
Ii VI Inc COM 902104108 4,159 225,325 SH   SOLE   225,325 0 0
Impax Laboratories Inc COM 45256b101 4,264 90,975 SH   SOLE   90,975 0 0
Imperial Oil Ltd COM 453038408 89,176 2,236,098 SH   SOLE   2,236,098 0 0
Incyte Corp COM 45337c102 14,417 157,286 SH   SOLE   157,286 0 0
InterActiveCorp COM 44919p508 29,834 442,185 SH   SOLE   442,185 0 0
Intesa Sanpaolo COM 46115h107 202 9,891 SH   SOLE   9,891 0 0
InvenSense Inc COM 46123d205 3,085 202,850 SH   SOLE   202,850 0 0
iRobot Corporation COM 462726100 4,193 128,500 SH   SOLE   128,500 0 0
Isis Pharmaceuticals Inc COM 464330109 22,195 348,598 SH   SOLE   348,598 0 0
J2 Global Inc COM 48123v102 8,169 124,375 SH   SOLE   124,375 0 0
Jack Henry & Assoc Inc COM 426281101 9,287 132,875 SH   SOLE   132,875 0 0
Jetblue Airways Corp COM 477143101 23,720 1,232,209 SH   SOLE   1,232,209 0 0
JGC Corp COM 466140100 3,026 75,974 SH   SOLE   75,974 0 0
JM Smucker Co COM 832696405 34,454 297,710 SH   SOLE   297,710 0 0
Kao Corp COM 485537302 726 14,507 SH   SOLE   14,507 0 0
Kapstone Paper & Packaging Cor COM 48562p103 27,742 844,764 SH   SOLE   844,764 0 0
Keycorp New COM 493267108 68,034 4,804,637 SH   SOLE   4,804,637 0 0
Kirin Holdings Company Ltd. COM 497350306 227 17,296 SH   SOLE   17,296 0 0
Kofax Ltd COM g5307c105 1,790 163,450 SH   SOLE   163,450 0 0
Komatsu Ltd COM 500458401 2,678 135,942 SH   SOLE   135,942 0 0
Kraft Foods Group Inc COM 50076q106 232 2,667 SH   SOLE   2,667 0 0
Kroger CO COM 501044101 26,008 339,269 SH   SOLE   339,269 0 0
Kubota Corp COM 501173207 4,024 50,713 SH   SOLE   50,713 0 0
L'Oreal Co SA COM 502117203 2,797 75,985 SH   SOLE   75,985 0 0
Lazard Ltd COM g54050102 37,831 719,356 SH   SOLE   719,356 0 0
Lear Corp COM 521865204 32,022 288,952 SH   SOLE   288,952 0 0
Lending Tree Inc COM 52603b107 2,344 41,850 SH   SOLE   41,850 0 0
Lincoln National Corp COM 534187109 61,793 1,075,417 SH   SOLE   1,075,417 0 0
Linear Technology Corp COM 535678106 18,141 387,627 SH   SOLE   387,627 0 0
Liquidity Services Inc COM 53635b107 1,453 147,025 SH   SOLE   147,025 0 0
Lkq Corp COM 501889208 15,155 592,937 SH   SOLE   592,937 0 0
Louisiana Pac Corp COM 546347105 14,062 851,716 SH   SOLE   851,716 0 0
Lululemon Athletica Inc COM 550021109 21,930 342,556 SH   SOLE   342,556 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306 2,783 78,921 SH   SOLE   78,921 0 0
Magna International Inc COM 559222401 101,950 1,899,930 SH   SOLE   1,899,930 0 0
Manpower Inc COM 56418h100 14,383 166,955 SH   SOLE   166,955 0 0
Marrone Bio Innovations Inc COM 57165b106 500 129,150 SH   SOLE   129,150 0 0
Medivation Inc COM 58501n101 21,839 169,206 SH   SOLE   169,206 0 0
Merck KGaA ADR COM 589339100 3,599 96,159 SH   SOLE   96,159 0 0
Mettler Toledo International COM 592688105 68,443 208,255 SH   SOLE   208,255 0 0
Microsoft Corp COM 594918104 249 6,136 SH   SOLE   6,136 0 0
Molina Healthcare Inc COM 60855r100 7,242 107,619 SH   SOLE   107,619 0 0
Monotype Imaging Holdings Inc COM 61022p100 5,133 157,275 SH   SOLE   157,275 0 0
Monro Muffler Brake Inc COM 610236101 7,131 109,625 SH   SOLE   109,625 0 0
Monster Beverage Corporation COM 611740101 38,355 277,144 SH   SOLE   277,144 0 0
MTN Group Ltd COM 62474m108 3,716 219,641 SH   SOLE   219,641 0 0
Muenchener Rueckversicherungs- COM 626188106 6,039 280,083 SH   SOLE   280,083 0 0
Nestle S A COM 641069406 61,660 815,942 SH   SOLE   815,942 0 0
Nitto Denko Corp COM 654802206 3,719 111,074 SH   SOLE   111,074 0 0
Novartis AG - ADR COM 66987v109 67,233 681,803 SH   SOLE   681,803 0 0
Novo Nordisk A/S - ADR COM 670100205 76,960 1,441,465 SH   SOLE   1,441,465 0 0
Nvr Inc COM 62944t105 31,796 23,931 SH   SOLE   23,931 0 0
NXP Semiconductors NV COM n6596x109 33,992 338,701 SH   SOLE   338,701 0 0
O'Reilly Automotive Inc COM 67103h107 22,149 102,426 SH   SOLE   102,426 0 0
Oasis Petroleum Inc COM 674215108 25,193 1,771,680 SH   SOLE   1,771,680 0 0
Omnicell Inc COM 68213n109 5,531 157,575 SH   SOLE   157,575 0 0
Palo Alto Networks Inc COM 697435105 23,889 163,537 SH   SOLE   163,537 0 0
Panera Bread CO COM 69840w108 21,325 133,288 SH   SOLE   133,288 0 0
Parexel Intl Corp COM 699462107 63,353 918,292 SH   SOLE   918,292 0 0
Patterson Uti Energy Inc COM 703481101 25,746 1,371,312 SH   SOLE   1,371,312 0 0
Perkinelmer Inc COM 714046109 34,530 675,210 SH   SOLE   675,210 0 0
Perrigo Co Plc COM g97822103 33,130 200,123 SH   SOLE   200,123 0 0
Philip Morris International In COM 718172109 3,094 41,075 SH   SOLE   41,075 0 0
Pioneer Natural Resources Co COM 723787107 7,512 45,942 SH   SOLE   45,942 0 0
Polaris Industries Inc COM 731068102 17,520 124,169 SH   SOLE   124,169 0 0
Power Solutions International COM 73933g202 2,560 39,825 SH   SOLE   39,825 0 0
PowerSecure International Inc COM 73936n105 3,011 228,775 SH   SOLE   228,775 0 0
PRA Group Inc COM 69354n106 4,432 81,585 SH   SOLE   81,585 0 0
PRA Health Sciences Inc COM 69354m108 3,867 134,075 SH   SOLE   134,075 0 0
Price T Rowe Group Inc COM 74144t108 37,540 463,575 SH   SOLE   463,575 0 0
Proto Labs Inc COM 743713109 2,796 39,950 SH   SOLE   39,950 0 0
Prudential Plc COM 74435k204 89,553 1,795,367 SH   SOLE   1,795,367 0 0
Pulte Group Inc COM 745867101 12,788 575,281 SH   SOLE   575,281 0 0
Qiagen N V COM n72482107 373 14,791 SH   SOLE   14,791 0 0
Questar Corp COM 748356102 12,619 528,874 SH   SOLE   528,874 0 0
Range Res Corp COM 75281a109 17,557 337,373 SH   SOLE   337,373 0 0
Reckitt Benckiser Group PLC COM 756255204 5,105 296,449 SH   SOLE   296,449 0 0
Resmed Inc COM 761152107 3,622 50,465 SH   SOLE   50,465 0 0
Roche Holding Ltd - ADR COM 771195104 4,182 121,201 SH   SOLE   121,201 0 0
Ross Stores Inc COM 778296103 42,169 400,240 SH   SOLE   400,240 0 0
Royal Caribbean Cruises Ltd COM v7780t103 25,191 307,765 SH   SOLE   307,765 0 0
Royal Dutch Shell Plc COM 780259107 71,438 1,139,357 SH   SOLE   1,139,357 0 0
Ryanair Holdings plc COM 783513104 69,102 1,034,925 SH   SOLE   1,034,925 0 0
SABMiller Plc COM 78572m105 2,848 54,200 SH   SOLE   54,200 0 0
Salix Pharmaceuticals Inc COM 795435106 2,695 15,594 SH   SOLE   15,594 0 0
Sandvik AB COM 800212201 2,757 246,511 SH   SOLE   246,511 0 0
Sanofi-Aventis - ADR COM 80105n105 786 15,890 SH   SOLE   15,890 0 0
SAP SE COM 803054204 80,400 1,114,037 SH   SOLE   1,114,037 0 0
Schlumberger Ltd COM 806857108 503 6,033 SH   SOLE   6,033 0 0
Semtech Corp COM 816850101 4,289 160,950 SH   SOLE   160,950 0 0
Sensata Technologies Holding N COM n7902x106 212 3,691 SH   SOLE   3,691 0 0
Service Corp Intl COM 817565104 300 11,534 SH   SOLE   11,534 0 0
Siemens AG - ADR COM 826197501 3,707 34,280 SH   SOLE   34,280 0 0
Signature Bank COM 82669g104 36,933 285,022 SH   SOLE   285,022 0 0
Singapore Telecommunications L COM 82929r304 6,883 215,568 SH   SOLE   215,568 0 0
Sirona Dental Systems Inc. COM 82966c103 4,043 44,925 SH   SOLE   44,925 0 0
Skf AB COM 784375404 39,979 1,547,477 SH   SOLE   1,547,477 0 0
Skyworks Solutions Inc COM 83088m102 87,740 892,669 SH   SOLE   892,669 0 0
Smith & Nephew Plc COM 83175m205 2,641 77,303 SH   SOLE   77,303 0 0
Sotheby's COM 835898107 4,721 111,725 SH   SOLE   111,725 0 0
Spirit Airlines Inc. COM 848577102 44,898 580,374 SH   SOLE   580,374 0 0
Sprouts Farmers Markets Inc COM 85208m102 27,563 782,377 SH   SOLE   782,377 0 0
Steiner Leisure Ltd COM p8744y102 5,032 106,165 SH   SOLE   106,165 0 0
Stratasys Ltd Ord COM m85548101 2,834 53,695 SH   SOLE   53,695 0 0
SVB Financial Group COM 78486q101 37,868 298,081 SH   SOLE   298,081 0 0
Svenska Cellulosa Aktiebolag COM 869587402 3,400 147,586 SH   SOLE   147,586 0 0
Syngenta AG COM 87160a100 83,662 1,233,764 SH   SOLE   1,233,764 0 0
Taiwan Semiconductor Manufactu COM 874039100 55,034 2,343,877 SH   SOLE   2,343,877 0 0
Take-Two Interactive Software COM 874054109 12,442 488,796 SH   SOLE   488,796 0 0
Team Health Holdings Inc COM 87817a107 7,682 131,300 SH   SOLE   131,300 0 0
Technip SA COM 878546209 59,333 3,920,270 SH   SOLE   3,920,270 0 0
Teledyne Technologies Inc COM 879360105 4,245 39,775 SH   SOLE   39,775 0 0
Tenneco Inc COM 880349105 14,407 250,900 SH   SOLE   250,900 0 0
Texas Roadhouse Inc Common Sto COM 882681109 32,032 879,263 SH   SOLE   879,263 0 0
Textron Inc COM 883203101 22,310 503,271 SH   SOLE   503,271 0 0
The Priceline Group Inc COM 741503403 15,229 13,082 SH   SOLE   13,082 0 0
Thor Industries Inc COM 885160101 41,320 653,699 SH   SOLE   653,699 0 0
Timken Co COM 887389104 7,131 169,216 SH   SOLE   169,216 0 0
Tokyo Electron Ltd-Unsp COM 889110102 1,910 109,311 SH   SOLE   109,311 0 0
Toyota Motor Corp - ADR COM 892331307 451 3,221 SH   SOLE   3,221 0 0
Tractor Supply CO COM 892356106 17,497 205,697 SH   SOLE   205,697 0 0
Trinity Industries Inc COM 896522109 13,526 380,900 SH   SOLE   380,900 0 0
TripAdvisor Inc COM 896945201 26,035 313,030 SH   SOLE   313,030 0 0
Triumph Group Inc New COM 896818101 2,148 35,970 SH   SOLE   35,970 0 0
Turkiye Garanti Bankasi A S COM 900148701 6,472 1,970,029 SH   SOLE   1,970,029 0 0
Twitter Inc COM 90184l102 30,126 601,558 SH   SOLE   601,558 0 0
Tyson Foods Inc COM 902494103 33,435 872,987 SH   SOLE   872,987 0 0
U S Physical Therapy Inc COM 90337l108 4,929 103,770 SH   SOLE   103,770 0 0
Unilever Plc COM 904767704 302 7,235 SH   SOLE   7,235 0 0
United Overseas Bank Ltd COM 911271302 85,855 2,560,154 SH   SOLE   2,560,154 0 0
United Rentals Inc COM 911363109 38,176 418,779 SH   SOLE   418,779 0 0
US Silica Holdings Inc COM 90346e103 29,341 823,959 SH   SOLE   823,959 0 0
Vascular Solutions Inc COM 92231m109 858 28,300 SH   SOLE   28,300 0 0
Veeco Instruments Inc COM 922417100 4,392 143,750 SH   SOLE   143,750 0 0
Verisk Analytics Inc - Class A COM 92345y106 46,332 648,912 SH   SOLE   648,912 0 0
Verizon Communications Inc COM 92343v104 210 4,321 SH   SOLE   4,321 0 0
Vertex Pharmaceuticals Inc COM 92532f100 17,081 144,789 SH   SOLE   144,789 0 0
WageWorks Inc COM 930427109 1,528 28,650 SH   SOLE   28,650 0 0
Wal-Mart de Mexico SAB de CV - COM 93114w107 82,897 3,322,510 SH   SOLE   3,322,510 0 0
Weight Watchers Intl Inc New COM 948626106 1,200 171,650 SH   SOLE   171,650 0 0
Western Digital Corp COM 958102105 15,315 168,276 SH   SOLE   168,276 0 0
Westlake Chemical Corp COM 960413102 20,298 282,152 SH   SOLE   282,152 0 0
Whole Foods Market Inc COM 966837106 29,292 562,442 SH   SOLE   562,442 0 0
Woodside Petroleum Ltd COM 980228308 3,669 139,143 SH   SOLE   139,143 0 0
WPP Plc COM 92937a102 4,137 36,361 SH   SOLE   36,361 0 0
Xcel Energy Inc COM 98389b100 44,361 1,274,380 SH   SOLE   1,274,380 0 0
Yelp Inc COM 985817105 8,385 177,092 SH   SOLE   177,092 0 0
Zillow Group Inc COM 98954m101 7,783 77,596 SH   SOLE   77,596 0 0
Bancolombia S A $1.526 PFD PFD 05968l102 78,074 1,985,103 SH   SOLE   1,985,103 0 0
Henkel AG & Co KGaA (PFD) ADR PFD 42550u208 68,888 585,500 SH   SOLE   585,500 0 0
Volkswagen ag $0.819 PFD PFD 928662402 4,542 85,311 SH   SOLE   85,311 0 0