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 2,814 24,044 SH   SOLE   24,044 0 0
ABB Ltd COM 000375204 2,631 112,426 SH   SOLE   112,426 0 0
Abbott Laboratories COM 002824100 542 12,200 SH   SOLE   12,200 0 0
Abiomed Inc COM 003654100 68,935 550,597 SH   SOLE   550,597 0 0
Acorda Therapeutics Inc COM 00484m106 1,021 48,600 SH   SOLE   48,600 0 0
Activision Blizzard Inc COM 00507v109 19,335 387,782 SH   SOLE   387,782 0 0
Acuity Brands Inc COM 00508y102 9,081 44,515 SH   SOLE   44,515 0 0
Acxiom Corp COM 005125109 1,240 43,550 SH   SOLE   43,550 0 0
Adecco Group AG COM 006754204 2,972 83,618 SH   SOLE   83,618 0 0
Adtran Inc COM 00738a106 1,736 83,675 SH   SOLE   83,675 0 0
Aegion Corporation COM 00770f104 3,190 139,225 SH   SOLE   139,225 0 0
Affiliated Managers Group Inc COM 008252108 11,872 72,415 SH   SOLE   72,415 0 0
AFLAC Inc COM 001055102 28,363 391,644 SH   SOLE   391,644 0 0
AGCO Corporation COM 001084102 10,645 176,893 SH   SOLE   176,893 0 0
Air Liquide-Unsponsored ADR COM 009126202 2,845 124,189 SH   SOLE   124,189 0 0
Air Methods Corp COM 009128307 2,603 60,525 SH   SOLE   60,525 0 0
Akorn Inc COM 009728106 3,501 145,375 SH   SOLE   145,375 0 0
Alaska Air Group Inc COM 011659109 19,855 215,300 SH   SOLE   215,300 0 0
Albany International Corp COM 012348108 2,605 56,575 SH   SOLE   56,575 0 0
Albemarle Corp COM 012653101 19,074 180,557 SH   SOLE   180,557 0 0
Alkermes Plc COM g01767105 15,156 259,084 SH   SOLE   259,084 0 0
Allergan PLC COM g0177j108 223 934 SH   SOLE   934 0 0
Allianz SE - ADR COM 018805101 27,897 1,502,062 SH   SOLE   1,502,062 0 0
Alphabet Inc Class A COM 02079k305 210 248 SH   SOLE   248 0 0
Amazon Com Inc COM 023135106 239 270 SH   SOLE   270 0 0
Ambarella Inc Ord COM g037ax101 17,918 327,512 SH   SOLE   327,512 0 0
AMC Entertainment Hlds-Cl A COM 00165c104 305 9,704 SH   SOLE   9,704 0 0
Amerco COM 023586100 17,629 46,246 SH   SOLE   46,246 0 0
American Eagle Outfitters Inc COM 02553e106 15,471 1,102,698 SH   SOLE   1,102,698 0 0
American Water Works Co Inc COM 030420103 38,268 492,061 SH   SOLE   492,061 0 0
AMN Healthcare Services Inc COM 001744101 3,295 81,150 SH   SOLE   81,150 0 0
Anadarko Pete Corp COM 032511107 262 4,218 SH   SOLE   4,218 0 0
Analog Devices Inc COM 032654105 11,621 141,801 SH   SOLE   141,801 0 0
Apple Inc COM 037833100 306 2,127 SH   SOLE   2,127 0 0
Applied Materials Inc COM 038222105 19,020 488,945 SH   SOLE   488,945 0 0
Arch Capital Group Ltd COM g0450a105 27,398 289,099 SH   SOLE   289,099 0 0
Arista Networks Inc COM 040413106 25,706 194,343 SH   SOLE   194,343 0 0
Aspen Technology Inc COM 045327103 18,380 311,954 SH   SOLE   311,954 0 0
Astellas Pharma Inc COM 04623u102 2,987 227,032 SH   SOLE   227,032 0 0
Athenahealth Inc COM 04685w103 7,793 69,156 SH   SOLE   69,156 0 0
Atmos Energy Corp COM 049560105 64,744 819,642 SH   SOLE   819,642 0 0
Avnet Inc COM 053807103 213 4,660 SH   SOLE   4,660 0 0
AXA Group S A - ADR COM 054536107 3,372 129,997 SH   SOLE   129,997 0 0
Axis Capital Holdings Limited COM g0692u109 25,462 379,860 SH   SOLE   379,860 0 0
B of I Holding Inc COM 05566u108 1,710 65,450 SH   SOLE   65,450 0 0
Balchem Corporation COM 057665200 4,142 50,253 SH   SOLE   50,253 0 0
Banco Bilbao Vizcaya Argentari COM 05946k101 3,249 426,875 SH   SOLE   426,875 0 0
BASF SE COM 055262505 2,762 27,792 SH   SOLE   27,792 0 0
Berry Global Groups Inc COM 08579w103 233 4,794 SH   SOLE   4,794 0 0
BHP Billiton Ltd COM 088606108 16,882 464,810 SH   SOLE   464,810 0 0
Big Lots Inc COM 089302103 17,358 356,564 SH   SOLE   356,564 0 0
Biomarin Pharmaceutical Inc COM 09061g101 13,514 153,950 SH   SOLE   153,950 0 0
Biotelementry Inc COM 090672106 2,463 85,075 SH   SOLE   85,075 0 0
BNP Paribas SA COM 05565a202 3,412 102,208 SH   SOLE   102,208 0 0
Boyd Gaming Corp COM 103304101 228 10,360 SH   SOLE   10,360 0 0
Broadcom Ltd. COM y09827109 352 1,606 SH   SOLE   1,606 0 0
BroadSoft Inc COM 11133b409 5,801 144,300 SH   SOLE   144,300 0 0
Bruker Corporation COM 116794108 3,997 171,325 SH   SOLE   171,325 0 0
Brunswick Corp COM 117043109 16,814 274,746 SH   SOLE   274,746 0 0
BWX Technologies Inc COM 05605h100 28,759 604,171 SH   SOLE   604,171 0 0
Cambrex Corp COM 132011107 3,987 72,425 SH   SOLE   72,425 0 0
Camping World Holdings Inc COM 13462k109 986 30,576 SH   SOLE   30,576 0 0
CareTrust Reit COM 14174t107 1,752 104,175 SH   SOLE   104,175 0 0
Carpenter Technology Corp COM 144285103 1,210 32,446 SH   SOLE   32,446 0 0
Carrefour SA COM 144430204 2,982 633,115 SH   SOLE   633,115 0 0
Casey's General Stores Inc COM 147528103 3,652 32,532 SH   SOLE   32,532 0 0
CBOE Holdings Inc COM 12503m108 18,121 223,527 SH   SOLE   223,527 0 0
Celanese Corp COM 150870103 22,946 255,386 SH   SOLE   255,386 0 0
CF Industries Holdings Inc COM 125269100 20,723 706,062 SH   SOLE   706,062 0 0
Chart Industries Inc COM 16115q308 1,582 45,275 SH   SOLE   45,275 0 0
Cheesecake Factory Inc COM 163072101 24,788 391,219 SH   SOLE   391,219 0 0
Chevron Corp COM 166764100 225 2,100 SH   SOLE   2,100 0 0
Citizens Financial Group COM 174610105 75,030 2,171,629 SH   SOLE   2,171,629 0 0
Clorox Co Del COM 189054109 16,682 123,727 SH   SOLE   123,727 0 0
CME Group Inc COM 12572q105 214 1,800 SH   SOLE   1,800 0 0
CNO Financial Group Inc COM 12621e103 4,339 211,675 SH   SOLE   211,675 0 0
Coca-Cola HBC AG COM 191223205 2,346 90,881 SH   SOLE   90,881 0 0
Cognex Corp COM 192422103 4,820 57,411 SH   SOLE   57,411 0 0
Cohen & Steers Inc COM 19247a100 4,170 104,326 SH   SOLE   104,326 0 0
Comerica Inc COM 200340107 32,200 469,531 SH   SOLE   469,531 0 0
Compass Group Plc COM 20449x302 2,664 141,440 SH   SOLE   141,440 0 0
Computer Sciences Corp COM 205363104 74,769 1,083,453 SH   SOLE   1,083,453 0 0
Conagra Foods Inc COM 205887102 19,935 494,185 SH   SOLE   494,185 0 0
Continental ag COM 210771200 3,480 79,173 SH   SOLE   79,173 0 0
Cooper Cos Inc COM 216648402 17,980 89,950 SH   SOLE   89,950 0 0
Coty Inc COM 222070203 185 10,205 SH   SOLE   10,205 0 0
Cousins Properties Inc COM 222795106 14,315 1,730,983 SH   SOLE   1,730,983 0 0
Cracker Barrel Old Country Sto COM 22410j106 6,163 38,700 SH   SOLE   38,700 0 0
Credicorp Ltd COM g2519y108 29,642 181,519 SH   SOLE   181,519 0 0
CSL Limited Sponsored ADR COM 12637n204 2,587 54,123 SH   SOLE   54,123 0 0
CSRA Inc COM 12650t104 27,142 926,663 SH   SOLE   926,663 0 0
D R Horton Inc COM 23331a109 14,260 428,104 SH   SOLE   428,104 0 0
Darden Restaurants Inc COM 237194105 20,268 242,237 SH   SOLE   242,237 0 0
Dassault Sys S A - ADR COM 237545108 1,683 19,397 SH   SOLE   19,397 0 0
Davita Inc COM 23918k108 10,703 157,466 SH   SOLE   157,466 0 0
Descartes Sys Group Inc COM 249906108 2,573 112,375 SH   SOLE   112,375 0 0
Diageo Plc COM 25243q205 21,515 186,147 SH   SOLE   186,147 0 0
DISH Network Corp COM 25470m109 44,279 697,412 SH   SOLE   697,412 0 0
Dycom Inds Inc COM 267475101 5,276 56,762 SH   SOLE   56,762 0 0
Ebay Inc COM 278642103 35,699 1,063,405 SH   SOLE   1,063,405 0 0
EchoStar Corp COM 278768106 206 3,615 SH   SOLE   3,615 0 0
Edwards Lifesciences Corp COM 28176e108 15,384 163,537 SH   SOLE   163,537 0 0
Electronic Arts Inc COM 285512109 18,681 208,675 SH   SOLE   208,675 0 0
Electronics for Imaging Inc COM 286082102 3,894 79,750 SH   SOLE   79,750 0 0
Ellie Mae Inc COM 28849p100 13,564 135,276 SH   SOLE   135,276 0 0
Enbridge Inc COM 29250n105 19,177 458,333 SH   SOLE   458,333 0 0
Entegris Inc COM 29362u104 2,344 100,175 SH   SOLE   100,175 0 0
Envestnet Inc COM 29404k106 2,678 82,925 SH   SOLE   82,925 0 0
Eplus Inc COM 294268107 5,915 43,800 SH   SOLE   43,800 0 0
EPR Properties COM 26884u109 38,910 528,458 SH   SOLE   528,458 0 0
Euronet Worldwide Inc COM 298736109 382 4,461 SH   SOLE   4,461 0 0
Expedia Inc COM 30212p303 17,503 138,727 SH   SOLE   138,727 0 0
Facebook Inc - A Shs COM 30303m102 201 1,414 SH   SOLE   1,414 0 0
Fanuc Corporation - Unsp ADR COM 307305102 1,644 80,255 SH   SOLE   80,255 0 0
Financial Engines Inc COM 317485100 1,629 37,400 SH   SOLE   37,400 0 0
First Hawaiian Inc COM 32051x108 214 7,145 SH   SOLE   7,145 0 0
Fiserv Inc COM 337738108 35,318 306,284 SH   SOLE   306,284 0 0
Flir Sys Inc COM 302445101 6,994 192,790 SH   SOLE   192,790 0 0
Fomento Economico Mexicano SAB COM 344419106 1,152 13,010 SH   SOLE   13,010 0 0
Foot Locker Inc COM 344849104 5,788 77,374 SH   SOLE   77,374 0 0
Fresenius SE & Co COM 35804m105 2,160 107,229 SH   SOLE   107,229 0 0
G-iii Apparel Group Ltd COM 36237h101 1,011 46,175 SH   SOLE   46,175 0 0
Gemalto NV COM 36863n208 2,014 71,893 SH   SOLE   71,893 0 0
General Electric Co COM 369604103 217 7,289 SH   SOLE   7,289 0 0
Genomic Health Inc COM 37244c101 2,214 70,300 SH   SOLE   70,300 0 0
Geospace Technologies Corp COM 37364x109 972 59,860 SH   SOLE   59,860 0 0
Givaudan SA COM 37636p108 2,290 63,524 SH   SOLE   63,524 0 0
Grupo Financiero Banorte SAB d COM 40052p107 3,618 126,488 SH   SOLE   126,488 0 0
Gulfport Energy Corp COM 402635304 812 47,225 SH   SOLE   47,225 0 0
Harris Corp Del COM 413875105 26,380 237,079 SH   SOLE   237,079 0 0
HDFC Bank Ltd COM 40415f101 865 11,500 SH   SOLE   11,500 0 0
Healthcare Services Group Inc COM 421906108 2,652 61,550 SH   SOLE   61,550 0 0
HealthEquity COM 42226a107 3,463 81,570 SH   SOLE   81,570 0 0
Hexcel Corp New COM 428291108 20,436 374,636 SH   SOLE   374,636 0 0
Hilltop Holdings Inc COM 432748101 3,275 119,225 SH   SOLE   119,225 0 0
HMS Hldgs Corp COM 40425j101 2,845 139,925 SH   SOLE   139,925 0 0
Hologic Inc COM 436440101 20,090 472,155 SH   SOLE   472,155 0 0
Home Depot Inc COM 437076102 237 1,612 SH   SOLE   1,612 0 0
Hormel Foods Corp COM 440452100 21,347 616,438 SH   SOLE   616,438 0 0
Host Hotels & Resorts Inc COM 44107p104 27,915 1,495,968 SH   SOLE   1,495,968 0 0
Hostess Brands Inc COM 44109j106 256 16,116 SH   SOLE   16,116 0 0
Humana Inc COM 444859102 14,280 69,271 SH   SOLE   69,271 0 0
Huntington Ingalls Inds Inc COM 446413106 26,568 132,683 SH   SOLE   132,683 0 0
Icu Med Inc COM 44930g107 6,424 42,070 SH   SOLE   42,070 0 0
Ii VI Inc COM 902104108 6,174 171,250 SH   SOLE   171,250 0 0
Impax Laboratories Inc COM 45256b101 1,159 91,600 SH   SOLE   91,600 0 0
Imperial Oil Ltd COM 453038408 2,141 70,206 SH   SOLE   70,206 0 0
Incyte Corp COM 45337c102 18,343 137,226 SH   SOLE   137,226 0 0
Insperity Inc COM 45778q107 2,795 31,525 SH   SOLE   31,525 0 0
Installed Building Products COM 45780r101 2,848 54,000 SH   SOLE   54,000 0 0
InterActiveCorp COM 44919p508 12,592 170,803 SH   SOLE   170,803 0 0
Ionis Pharmaceuticals Inc COM 462222100 12,591 313,202 SH   SOLE   313,202 0 0
IPG Photonics Corp COM 44980x109 23,504 194,727 SH   SOLE   194,727 0 0
iRobot Corporation COM 462726100 6,831 103,275 SH   SOLE   103,275 0 0
J2 Global Inc COM 48123v102 5,918 70,525 SH   SOLE   70,525 0 0
Jack Henry & Assoc Inc COM 426281101 30,281 325,253 SH   SOLE   325,253 0 0
Japan Tobacco Inc - Unspon ADR COM 471105205 2,372 146,103 SH   SOLE   146,103 0 0
JGC Corp COM 466140100 2,164 62,323 SH   SOLE   62,323 0 0
JM Smucker Co COM 832696405 7,102 54,184 SH   SOLE   54,184 0 0
Kao Corp COM 485537302 432 7,884 SH   SOLE   7,884 0 0
Keycorp New COM 493267108 26,544 1,492,887 SH   SOLE   1,492,887 0 0
Komatsu Ltd COM 500458401 2,653 101,883 SH   SOLE   101,883 0 0
Kroger CO COM 501044101 10,441 354,049 SH   SOLE   354,049 0 0
Kubota Corp COM 501173207 2,638 35,179 SH   SOLE   35,179 0 0
L'Oreal Co SA COM 502117203 2,074 53,815 SH   SOLE   53,815 0 0
Lam Research Corp COM 512807108 23,610 183,939 SH   SOLE   183,939 0 0
Lamar Advertising Co COM 512816109 37,515 501,936 SH   SOLE   501,936 0 0
Lear Corp COM 521865204 15,407 108,821 SH   SOLE   108,821 0 0
Lending Tree Inc COM 52603b107 5,707 45,525 SH   SOLE   45,525 0 0
Lincoln National Corp COM 534187109 16,718 255,429 SH   SOLE   255,429 0 0
Lindblad Expeditions Holding COM 535219109 1,408 157,125 SH   SOLE   157,125 0 0
Lions Gate Entertainment COM 535919500 317 13,021 SH   SOLE   13,021 0 0
Macom Technology Solutions Hol COM 55405y100 222 4,604 SH   SOLE   4,604 0 0
Macquarie Bank Ltd COM 55607p204 2,628 38,189 SH   SOLE   38,189 0 0
Magna International Inc COM 559222401 33,415 774,218 SH   SOLE   774,218 0 0
Manpower Inc COM 56418h100 18,383 179,220 SH   SOLE   179,220 0 0
MarketAxess Holdings Inc COM 57060d108 14,190 75,683 SH   SOLE   75,683 0 0
Marsh & McLennan Cos Inc COM 571748102 205 2,770 SH   SOLE   2,770 0 0
Martin Marietta Materials Inc COM 573284106 24,187 110,824 SH   SOLE   110,824 0 0
Masco Corp COM 574599106 14,631 430,443 SH   SOLE   430,443 0 0
Masonite International Corp COM 575385109 226 2,858 SH   SOLE   2,858 0 0
Match Group Inc COM 57665r106 13,444 823,266 SH   SOLE   823,266 0 0
Maxim Integrated Products Inc COM 57772k101 249 5,538 SH   SOLE   5,538 0 0
Mettler Toledo International COM 592688105 21,394 44,672 SH   SOLE   44,672 0 0
MGP Ingredients Inc. COM 55303j106 282 5,198 SH   SOLE   5,198 0 0
Micron Technology Inc COM 595112103 24,432 845,383 SH   SOLE   845,383 0 0
Microsemi Corp COM 595137100 345 6,703 SH   SOLE   6,703 0 0
Mohawk Inds Inc COM 608190104 17,645 76,889 SH   SOLE   76,889 0 0
Molina Healthcare Inc COM 60855r100 20,514 449,858 SH   SOLE   449,858 0 0
Monro Muffler Brake Inc COM 610236101 4,811 92,350 SH   SOLE   92,350 0 0
Monster Beverage Corp COM 61174x109 16,611 359,780 SH   SOLE   359,780 0 0
MTN Group Ltd COM 62474m108 2,517 276,625 SH   SOLE   276,625 0 0
Muenchener Rueckversicherungs- COM 626188106 3,518 179,354 SH   SOLE   179,354 0 0
Nasdaq Inc COM 631103108 273 3,936 SH   SOLE   3,936 0 0
National Retail Properties Inc COM 637417106 21,507 493,047 SH   SOLE   493,047 0 0
Nestle S A COM 641069406 20,745 270,202 SH   SOLE   270,202 0 0
Newell Brands Inc COM 651229106 388 8,228 SH   SOLE   8,228 0 0
Newmont Mining Corp COM 651639106 30,824 935,206 SH   SOLE   935,206 0 0
Nexstar Broadcasting Group I COM 65336k103 204 2,909 SH   SOLE   2,909 0 0
Nitto Denko Corp COM 654802206 1,843 47,744 SH   SOLE   47,744 0 0
Norfolk Southern Corp COM 655844108 22,651 202,292 SH   SOLE   202,292 0 0
Novartis AG - ADR COM 66987v109 17,205 231,657 SH   SOLE   231,657 0 0
Novo Nordisk A/S - ADR COM 670100205 20,998 612,542 SH   SOLE   612,542 0 0
NuVasive Inc COM 670704105 20,319 272,083 SH   SOLE   272,083 0 0
Nvidia Corp COM 67066g104 4,896 44,946 SH   SOLE   44,946 0 0
Nvr Inc COM 62944t105 6,348 3,013 SH   SOLE   3,013 0 0
NXP Semiconductors NV COM n6596x109 889 8,587 SH   SOLE   8,587 0 0
Oceaneering Intl Inc COM 675232102 22,809 842,298 SH   SOLE   842,298 0 0
Old Dominion Fght Lines Inc COM 679580100 11,014 128,718 SH   SOLE   128,718 0 0
Omega Healthcare Investors Inc COM 681936100 13,914 421,767 SH   SOLE   421,767 0 0
Omnicell Inc COM 68213n109 6,095 149,950 SH   SOLE   149,950 0 0
ON Semiconductor Corp COM 682189105 15,094 974,411 SH   SOLE   974,411 0 0
One Gas Inc COM 68235p108 19,218 284,291 SH   SOLE   284,291 0 0
Orbital ATK Inc COM 68557n103 15,792 161,139 SH   SOLE   161,139 0 0
Orix Corp COM 686330101 2,871 38,626 SH   SOLE   38,626 0 0
Outfront Media Inc COM 69007j106 34,001 1,280,644 SH   SOLE   1,280,644 0 0
Palo Alto Networks Inc COM 697435105 13,677 121,383 SH   SOLE   121,383 0 0
Pandora A/S COM 698341203 2,614 94,164 SH   SOLE   94,164 0 0
Panera Bread CO COM 69840w108 13,022 49,726 SH   SOLE   49,726 0 0
Parker Hannifin Corp COM 701094104 19,046 118,799 SH   SOLE   118,799 0 0
Parsley Energy Inc COM 701877102 18,326 563,714 SH   SOLE   563,714 0 0
Patterson Uti Energy Inc COM 703481101 12,623 520,113 SH   SOLE   520,113 0 0
Pegasystems Inc COM 705573103 4,019 91,650 SH   SOLE   91,650 0 0
Performance Food Group COM 71377a103 3,177 133,500 SH   SOLE   133,500 0 0
Philip Morris International In COM 718172109 296 2,620 SH   SOLE   2,620 0 0
Pioneer Natural Resources Co COM 723787107 28,875 155,049 SH   SOLE   155,049 0 0
Polaris Industries Inc COM 731068102 12,397 147,938 SH   SOLE   147,938 0 0
PRA Group Inc COM 69354n106 2,569 77,485 SH   SOLE   77,485 0 0
PRA Health Sciences Inc COM 69354m108 4,356 66,775 SH   SOLE   66,775 0 0
Price T Rowe Group Inc COM 74144t108 12,141 178,158 SH   SOLE   178,158 0 0
Pricesmart Inc COM 741511109 618 6,700 SH   SOLE   6,700 0 0
Proto Labs Inc COM 743713109 2,804 54,875 SH   SOLE   54,875 0 0
Prudential Plc COM 74435k204 17,533 413,896 SH   SOLE   413,896 0 0
Public Storage COM 74460d109 19,084 87,179 SH   SOLE   87,179 0 0
Pulte Group Inc COM 745867101 10,500 445,854 SH   SOLE   445,854 0 0
PVH Corp COM 693656100 14,748 142,535 SH   SOLE   142,535 0 0
QTS Realty Trust Inc COM 74736a103 1,692 34,700 SH   SOLE   34,700 0 0
Radiant Logistics Inc COM 75025x100 1,312 262,400 SH   SOLE   262,400 0 0
Reckitt Benckiser Group PLC COM 756255204 2,600 142,700 SH   SOLE   142,700 0 0
Robert Half International Inc COM 770323103 18,756 384,114 SH   SOLE   384,114 0 0
Roche Holding Ltd - ADR COM 771195104 2,831 88,622 SH   SOLE   88,622 0 0
Rockwell Automation Inc COM 773903109 17,770 114,120 SH   SOLE   114,120 0 0
Royal Caribbean Cruises Ltd COM v7780t103 20,545 209,411 SH   SOLE   209,411 0 0
Royal Dutch Shell Plc COM 780259107 20,365 364,768 SH   SOLE   364,768 0 0
RPC Inc COM 749660106 11,848 647,084 SH   SOLE   647,084 0 0
Ryanair Holdings plc COM 783513203 26,561 320,088 SH   SOLE   320,088 0 0
S&P Global Inc. COM 78409v104 28,723 219,693 SH   SOLE   219,693 0 0
Sandvik AB COM 800212201 2,821 188,124 SH   SOLE   188,124 0 0
SAP SE COM 803054204 19,872 202,427 SH   SOLE   202,427 0 0
Schlumberger Ltd COM 806857108 11,865 151,922 SH   SOLE   151,922 0 0
Science Applications Inte COM 808625107 13,945 187,427 SH   SOLE   187,427 0 0
Semtech Corp COM 816850101 4,687 138,675 SH   SOLE   138,675 0 0
Senior Housing Properties Trus COM 81721m109 19,533 964,578 SH   SOLE   964,578 0 0
ServiceNow Inc COM 81762p102 16,559 189,306 SH   SOLE   189,306 0 0
Siemens AG - ADR COM 826197501 2,961 43,118 SH   SOLE   43,118 0 0
Silver Wheaton Corp COM 828336107 5,849 280,651 SH   SOLE   280,651 0 0
Singapore Telecommunications L COM 82929r304 5,915 210,849 SH   SOLE   210,849 0 0
Six Flags Entertainment Corp COM 83001a102 303 5,087 SH   SOLE   5,087 0 0
Skechers U S A Inc COM 830566105 15,962 581,493 SH   SOLE   581,493 0 0
Skf AB COM 784375404 24,551 1,236,307 SH   SOLE   1,236,307 0 0
Skyworks Solutions Inc COM 83088m102 29,261 298,646 SH   SOLE   298,646 0 0
Southwest Airlines Co COM 844741108 24,868 462,568 SH   SOLE   462,568 0 0
Steel Dynamics Inc COM 858119100 19,016 547,059 SH   SOLE   547,059 0 0
Stratasys Ltd Ord COM m85548101 1,432 69,870 SH   SOLE   69,870 0 0
Subaru Corporation COM 86428v104 3,702 202,039 SH   SOLE   202,039 0 0
SunTrust Banks Inc COM 867914103 37,948 686,215 SH   SOLE   686,215 0 0
Supernus Pharmaceuticals Inc COM 868459108 5,085 162,450 SH   SOLE   162,450 0 0
Svenska Cellulosa Aktiebolag COM 869587402 2,271 70,175 SH   SOLE   70,175 0 0
Sysmex Corp COM 87184p109 2,422 79,955 SH   SOLE   79,955 0 0
T-Mobile US COM 872590104 416 6,436 SH   SOLE   6,436 0 0
Taiwan Semiconductor Manufactu COM 874039100 6,147 187,168 SH   SOLE   187,168 0 0
Take-Two Interactive Software COM 874054109 17,895 301,919 SH   SOLE   301,919 0 0
TechnipFMC Plc COM g87110105 27,018 831,311 SH   SOLE   831,311 0 0
Teledyne Technologies Inc COM 879360105 4,783 37,825 SH   SOLE   37,825 0 0
Tenneco Inc COM 880349105 11,504 184,295 SH   SOLE   184,295 0 0
Texas Roadhouse Inc Common Sto COM 882681109 12,818 287,842 SH   SOLE   287,842 0 0
Textron Inc COM 883203101 19,735 414,686 SH   SOLE   414,686 0 0
Thor Industries Inc COM 885160101 45,945 477,950 SH   SOLE   477,950 0 0
Tokyo Electron Ltd-Unsp COM 889110102 3,041 111,519 SH   SOLE   111,519 0 0
Total S A COM 89151e109 2,831 56,143 SH   SOLE   56,143 0 0
Trimble Inc COM 896239100 227 7,100 SH   SOLE   7,100 0 0
Triumph Group Inc New COM 896818101 793 30,800 SH   SOLE   30,800 0 0
Tyson Foods Inc COM 902494103 13,177 213,527 SH   SOLE   213,527 0 0
U S Physical Therapy Inc COM 90337l108 4,840 74,120 SH   SOLE   74,120 0 0
Ulta Beauty Inc COM 90384s303 15,325 53,728 SH   SOLE   53,728 0 0
Unilever Plc COM 904767704 294 5,964 SH   SOLE   5,964 0 0
United Rentals Inc COM 911363109 20,865 166,854 SH   SOLE   166,854 0 0
Universal Health Services Inc COM 913903100 2,286 18,367 SH   SOLE   18,367 0 0
UNUM GROUP COM 91529y106 17,641 376,219 SH   SOLE   376,219 0 0
US Silica Holdings Inc COM 90346e103 11,469 238,996 SH   SOLE   238,996 0 0
Vail Resorts Inc COM 91879q109 22,000 114,645 SH   SOLE   114,645 0 0
Veeco Instruments Inc COM 922417100 3,742 125,375 SH   SOLE   125,375 0 0
Virtusa Corp COM 92827p102 1,797 59,450 SH   SOLE   59,450 0 0
Volkswagen ag COM 928662303 3,324 111,270 SH   SOLE   111,270 0 0
Vulcan Materials Co COM 929160109 18,872 156,639 SH   SOLE   156,639 0 0
Wabtec Corp COM 929740108 265 3,399 SH   SOLE   3,399 0 0
WageWorks Inc COM 930427109 2,787 38,550 SH   SOLE   38,550 0 0
Wal-Mart de Mexico SAB de CV - COM 93114w107 22,205 968,062 SH   SOLE   968,062 0 0
Western Digital Corp COM 958102105 14,534 176,100 SH   SOLE   176,100 0 0
Westlake Chemical Corp COM 960413102 24,570 371,997 SH   SOLE   371,997 0 0
White Mountains Insurance Grou COM g9618e107 21,943 24,939 SH   SOLE   24,939 0 0
Woodside Petroleum Ltd COM 980228308 2,423 99,014 SH   SOLE   99,014 0 0
WPP Plc COM 92937a102 2,173 19,862 SH   SOLE   19,862 0 0
Xcel Energy Inc COM 98389b100 30,346 682,699 SH   SOLE   682,699 0 0
Xilinx Inc COM 983919101 16,487 284,802 SH   SOLE   284,802 0 0
XL Group Ltd COM g98294104 22,765 571,123 SH   SOLE   571,123 0 0
Xylem Inc COM 98419m100 22,946 456,903 SH   SOLE   456,903 0 0
Bancolombia S A $1.185 PFD PFD 05968l102 30,656 768,904 SH   SOLE   768,904 0 0
Henkel AG & Co KGaA (PFD) ADR PFD 42550u208 21,312 165,910 SH   SOLE   165,910 0 0