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
Microsoft Corp common 594918104 340,902,545 2,980,699 SH   OTR 1 0 2,980,699 0
Oracle Corp common 68389X105 374,053,724 7,254,727 SH   OTR 1 0 7,254,727 0
Bank Of America Corp common 060505104 170,434,319 5,785,279 SH   OTR 1 0 5,785,279 0
Anadarko Petroleum Corp common 032511107 116,280,969 1,724,981 SH   OTR 1 0 1,724,981 0
Walt Disney Co/The common 254687106 29,044,622 248,372 SH   OTR 1 0 248,372 0
Synchrony Financial common 87165B103 40,981,870 1,318,593 SH   OTR 1 0 1,318,593 0
CarMax Inc common 143130102 38,575,642 516,615 SH   OTR 1 0 516,615 0
T-Mobile US Inc common 872590104 270,176,438 3,849,764 SH   OTR 1 0 3,849,764 0
Welbilt Inc common 949090104 7,817,472 374,400 SH   OTR 1 0 374,400 0
Bristol-Myers Squibb Co common 110122108 21,974,147 353,965 SH   OTR 1 0 353,965 0
Eversource Energy common 30040W108 3,317,944 54,003 SH   OTR 1 0 54,003 0
Charter Communications Inc common 16119P108 6,702,700 20,568 SH   OTR 1 0 20,568 0
Lowe's Cos Inc common 548661107 11,823,015 102,970 SH   OTR 1 0 102,970 0
Mondelez International Inc common 609207105 9,797,200 228,054 SH   OTR 1 0 228,054 0
Unitedhealth Group Inc common 91324P102 32,052,499 120,480 SH   OTR 1 0 120,480 0
Micron Technology Inc common 595112103 19,448,945 430,001 SH   OTR 1 0 430,001 0
Jeld-Wen Holding Inc common 47580P103 784,188 31,800 SH   OTR 1 0 31,800 0
CenterPoint Energy Inc common 15189T107 1,847,379 66,813 SH   OTR 1 0 66,813 0
Metlife Inc common 59156R108 5,127,473 109,749 SH   OTR 1 0 109,749 0
American Electric Power Co Inc common 025537101 1,906,672 26,900 SH   OTR 1 0 26,900 0
Aflac Inc common 001055102 4,603,540 97,802 SH   OTR 1 0 97,802 0
Apache Corp common 037411105 2,465,302 51,716 SH   OTR 1 0 51,716 0
Caterpillar Inc common 149123101 15,504,268 101,674 SH   OTR 1 0 101,674 0
Aetna Inc common 00817Y108 14,062,171 69,323 SH   OTR 1 0 69,323 0
Salesforce.com Inc common 79466L302 13,785,516 86,685 SH   OTR 1 0 86,685 0
AMETEK Inc common 031100100 3,389,343 42,838 SH   OTR 1 0 42,838 0
Cerner Corp common 156782104 13,163,343 204,368 SH   OTR 1 0 204,368 0
Dover Corp common 260003108 2,402,527 27,138 SH   OTR 1 0 27,138 0
Exelon Corp common 30161N101 6,744,422 154,476 SH   OTR 1 0 154,476 0
Halliburton Co common 406216101 5,102,727 125,900 SH   OTR 1 0 125,900 0
Kohl's Corp common 500255104 1,346,746 18,065 SH   OTR 1 0 18,065 0
Omnicom Group Inc common 681919106 2,031,621 29,868 SH   OTR 1 0 29,868 0
Williams Cos Inc/The common 969457100 4,064,742 149,494 SH   OTR 1 0 149,494 0
Yum! Brands Inc common 988498101 3,820,584 42,026 SH   OTR 1 0 42,026 0
Norfolk Southern Corp common 655844108 6,688,247 37,054 SH   OTR 1 0 37,054 0
Prudential Financial Inc common 744320102 10,426,335 102,905 SH   OTR 1 0 102,905 0
Simon Property Group Inc common 828806109 6,998,416 39,595 SH   OTR 1 0 39,595 0
T Rowe Price Group Inc common 74144T108 6,554,185 60,031 SH   OTR 1 0 60,031 0
VF Corp common 918204108 4,095,166 43,822 SH   OTR 1 0 43,822 0
Loews Corp common 540424108 1,702,445 33,893 SH   OTR 1 0 33,893 0
HCP Inc common 40414L109 1,475,657 56,066 SH   OTR 1 0 56,066 0
Macerich Co/The common 554382101 762,726 13,795 SH   OTR 1 0 13,795 0
Pentair PLC common 00BLS09M3 1,326,944 30,610 SH   OTR 1 0 30,610 0
Principal Financial Group Inc common 74251V102 2,070,746 35,343 SH   OTR 1 0 35,343 0
Travelers Cos Inc/The common 89417E109 4,453,074 34,331 SH   OTR 1 0 34,331 0
Netflix Inc common 64110L106 20,024,934 53,524 SH   OTR 1 0 53,524 0
Prologis Inc common 74340W103 5,159,632 76,112 SH   OTR 1 0 76,112 0
Cheniere Energy Inc common 16411R208 2,007,844 28,894 SH   OTR 1 0 28,894 0
Annaly Capital Management Inc common 035710409 7,253,888 709,080 SH   OTR 1 0 709,080 0
Ford Motor Co common 345370860 4,397,922 475,451 SH   OTR 1 0 475,451 0
Ch Robinson Worldwide Inc common 12541W209 1,679,426 17,151 SH   OTR 1 0 17,151 0
Electronic Arts Inc common 285512109 4,760,198 39,507 SH   OTR 1 0 39,507 0
Hasbro Inc common 418056107 1,480,931 14,088 SH   OTR 1 0 14,088 0
Verisk Analytics Inc common 92345Y106 2,709,120 22,473 SH   OTR 1 0 22,473 0
Lennar Corp A common 526057104 1,596,751 34,199 SH   OTR 1 0 34,199 0
Brighthouse Financial Inc common 10922N103 517,696 11,702 SH   OTR 1 0 11,702 0
Alnylam Pharmaceuticals Inc common 02043Q107 893,842 10,213 SH   OTR 1 0 10,213 0
XPO Logistics Inc common 983793100 1,595,640 13,976 SH   OTR 1 0 13,976 0
Harley-Davidson Inc common 412822108 843,078 18,611 SH   OTR 1 0 18,611 0
Cimarex Energy Co common 171798101 1,189,353 12,797 SH   OTR 1 0 12,797 0
National Retail Properties Inc common 637417106 722,723 16,125 SH   OTR 1 0 16,125 0
Cadence Design Systems Inc common 127387108 1,472,900 32,500 SH   OTR 1 0 32,500 0
Ingredion Inc common 457187102 1,110,687 10,582 SH   OTR 1 0 10,582 0
TechnipFMC PLC common 00BDSFG98 1,573,000 50,336 SH   OTR 1 0 50,336 0
Garmin Ltd common 011440532 888,164 12,679 SH   OTR 1 0 12,679 0
New York Community Bancorp Inc common 649445103 4,686,483 451,927 SH   OTR 1 0 451,927 0
Aes Corp/Va common 00130H105 257,600 18,400 SH   OTR 1 0 18,400 0
Owens Corning common 690742101 830,331 15,300 SH   OTR 1 0 15,300 0
Tenaris Sa ADR common 88031M109 345,256 10,300 SH   OTR 1 0 10,300 0
Pacific Ethanol Inc common 69423U305 4,611,137 2,426,914 SH   OTR 1 0 2,426,914 0
SunPower Corp common 867652406 4,889,511 669,796 SH   OTR 1 0 669,796 0
Tenneco Inc common 880349105 9,457,017 224,419 SH   OTR 1 0 224,419 0
REX American Resources Corp common 761624105 5,035,483 66,651 SH   OTR 1 0 66,651 0
Huntsman Corp common 447011107 12,861,573 472,331 SH   OTR 1 0 472,331 0
Arconic Inc common 03965L100 14,603,393 663,489 SH   OTR 1 0 663,489 0
Goldman Sachs Group Inc/The common 38141G104 49,145,335 219,164 SH   OTR 1 0 219,164 0
Intel Corp common 458140100 143,538,438 3,035,281 SH   OTR 1 0 3,035,281 0
Mellanox Technologies Ltd common 001101732 123,709,485 1,684,268 SH   OTR 1 0 1,684,268 0
eBay Inc common 278642103 8,425,581 255,166 SH   OTR 1 0 255,166 0
Zoetis Inc common 98978V103 14,616,455 159,638 SH   OTR 1 0 159,638 0
Worldpay Inc A common 981558109 17,583,105 173,626 SH   OTR 1 0 173,626 0
Snap-On Inc common 833034101 6,896,750 37,564 SH   OTR 1 0 37,564 0
Chubb Ltd common 004432874 7,991,405 59,798 SH   OTR 1 0 59,798 0
Southern Co/The common 842587107 8,076,987 185,252 SH   OTR 1 0 185,252 0
Newmont Mining Corp common 651639106 3,881,515 128,527 SH   OTR 1 0 128,527 0
Amgen Inc common 031162100 17,222,897 83,086 SH   OTR 1 0 83,086 0
Amazon.Com Inc common 023135106 102,014,793 50,931 SH   OTR 1 0 50,931 0
Mastercard Inc common 57636Q104 25,568,094 114,856 SH   OTR 1 0 114,856 0
Cbs Corp common 124857202 2,703,712 47,062 SH   OTR 1 0 47,062 0
Universal Health Services Inc common 913903100 2,739,100 21,426 SH   OTR 1 0 21,426 0
NiSource Inc common 65473P105 3,157,364 126,700 SH   OTR 1 0 126,700 0
Nxp Semiconductors Nv common 000953878 3,750,372 43,864 SH   OTR 1 0 43,864 0
Apogee Enterprises Inc common 037598109 649,550 15,720 SH   OTR 1 0 15,720 0
KKR & CO LP common 48251W104 5,412,168 198,466 SH   OTR 1 0 198,466 0
Pnc Financial Services Group Inc/The common 693475105 7,852,171 57,656 SH   OTR 1 0 57,656 0
Express Scripts Holding Co common 30219G108 12,092,968 127,281 SH   OTR 1 0 127,281 0
Dominion Energy Inc common 25746U109 7,339,832 104,437 SH   OTR 1 0 104,437 0
Amerisourcebergen Corp common 03073E105 2,169,937 23,530 SH   OTR 1 0 23,530 0
Archer-Daniels-Midland Co common 039483102 4,254,953 84,642 SH   OTR 1 0 84,642 0
CenturyLink Inc common 156700106 2,493,692 117,627 SH   OTR 1 0 117,627 0
Church & Dwight Co Inc common 171340102 2,143,020 36,096 SH   OTR 1 0 36,096 0
American Water Works Co Inc common 030420103 2,478,203 28,171 SH   OTR 1 0 28,171 0
Hartford Financial Services Group Inc common 416515104 2,242,405 44,884 SH   OTR 1 0 44,884 0
Paychex Inc common 704326107 2,994,756 40,662 SH   OTR 1 0 40,662 0
Target Corp common 87612E106 5,511,096 62,477 SH   OTR 1 0 62,477 0
NetApp Inc common 64110D104 3,079,071 35,849 SH   OTR 1 0 35,849 0
Tiffany & Co common 886547108 1,973,499 15,302 SH   OTR 1 0 15,302 0
Vornado Realty Trust common 929042109 1,462,044 20,028 SH   OTR 1 0 20,028 0
Republic Services Inc common 760759100 2,185,831 30,083 SH   OTR 1 0 30,083 0
Constellation Brands Inc common 21036P108 5,580,030 25,879 SH   OTR 1 0 25,879 0
Welltower Inc common 95040Q104 2,966,631 46,123 SH   OTR 1 0 46,123 0
Illumina Inc common 452327109 6,763,081 18,425 SH   OTR 1 0 18,425 0
Oneok Inc common 682680103 3,829,999 56,498 SH   OTR 1 0 56,498 0
Hca Healthcare Inc common 40412C101 5,057,986 36,357 SH   OTR 1 0 36,357 0
Tesla Inc common 88160R101 4,125,381 15,581 SH   OTR 1 0 15,581 0
Realty Income Corp common 756109104 1,956,390 34,389 SH   OTR 1 0 34,389 0
Twitter Inc common 90184L102 2,445,112 85,914 SH   OTR 1 0 85,914 0
PayPal Holdings Inc common 70450Y103 12,230,227 139,233 SH   OTR 1 0 139,233 0
Arch Capital Group Ltd common G0450A105 1,714,015 57,498 SH   OTR 1 0 57,498 0
Activision Blizzard Inc common 00507V109 7,450,413 89,559 SH   OTR 1 0 89,559 0
Hanesbrands Inc common 410345102 802,663 43,552 SH   OTR 1 0 43,552 0
Nasdaq Inc common 631103108 1,244,100 14,500 SH   OTR 1 0 14,500 0
Royal Caribbean Cruises Ltd common 000886286 2,803,845 21,578 SH   OTR 1 0 21,578 0
Total System Services Inc common 891906109 2,062,284 20,886 SH   OTR 1 0 20,886 0
Varian Medical Systems Inc common 92220P105 4,396,610 39,280 SH   OTR 1 0 39,280 0
Wec Energy Group Inc common 92939U106 1,183,922 17,734 SH   OTR 1 0 17,734 0
Western Union Co/The common 959802109 1,052,093 55,199 SH   OTR 1 0 55,199 0
Crown Holdings Inc common 228368106 848,640 17,680 SH   OTR 1 0 17,680 0
Synopsys Inc common 871607107 2,094,674 21,242 SH   OTR 1 0 21,242 0
UGI Corp common 902681105 1,492,412 26,900 SH   OTR 1 0 26,900 0
CBRE Group Inc common 12504L109 1,926,244 43,679 SH   OTR 1 0 43,679 0
WestRock Co common 96145D105 1,832,671 34,294 SH   OTR 1 0 34,294 0
Workday Inc common 98138H101 2,570,854 17,611 SH   OTR 1 0 17,611 0
Cdk Global Inc common 12508E101 982,192 15,700 SH   OTR 1 0 15,700 0
Arthur J Gallagher & Co common 363576109 1,630,236 21,900 SH   OTR 1 0 21,900 0
Mid-America Apartment Communities Inc common 59522J103 1,352,430 13,500 SH   OTR 1 0 13,500 0
Akamai Technologies Inc common 00971T101 1,324,454 18,106 SH   OTR 1 0 18,106 0
MGM Resorts International common 552953101 1,650,542 59,138 SH   OTR 1 0 59,138 0
Eaton Vance Corp common 278265103 627,514 11,939 SH   OTR 1 0 11,939 0
Scana Corp common 80589M102 668,869 17,199 SH   OTR 1 0 17,199 0
Robert Half International Inc common 770323103 2,791,693 39,666 SH   OTR 1 0 39,666 0
Seattle Genetics Inc common 812578102 817,472 10,600 SH   OTR 1 0 10,600 0
Vistra Energy Corp common 92840M102 1,007,640 40,500 SH   OTR 1 0 40,500 0
Live Nation common 538034109 734,637 13,487 SH   OTR 1 0 13,487 0
Check Point Software Technologies Ltd common 001082411 1,235,535 10,500 SH   OTR 1 0 10,500 0
CECO Environmental Corp common 125141101 2,079,343 263,876 SH   OTR 1 0 263,876 0
American Axle & Manufacturing Holdings Inc common 024061103 30,069,891 1,724,191 SH   OTR 1 0 1,724,191 0
Apple Inc common 037833100 287,280,787 1,272,618 SH   OTR 1 0 1,272,618 0
Medtronic Inc common 00BTN1Y11 55,411,723 563,299 SH   OTR 1 0 563,299 0
Pioneer Natural Resources Co common 723787107 78,211,833 449,003 SH   OTR 1 0 449,003 0
Cognizant Technology Solutions Corp common 192446102 154,590,007 2,003,759 SH   OTR 1 0 2,003,759 0
Facebook Inc common 30303M102 214,786,898 1,306,013 SH   OTR 1 0 1,306,013 0
Nike Inc common 654106103 60,361,136 712,478 SH   OTR 1 0 712,478 0
United Technologies Corp common 913017109 25,479,673 182,245 SH   OTR 1 0 182,245 0
Thermo Fisher Scientific Inc common 883556102 25,947,168 106,306 SH   OTR 1 0 106,306 0
Coca-Cola European Partners Plc common 00BDCPN04 8,206,426 180,480 SH   OTR 1 0 180,480 0
Fanhua Inc common 30712A103 2,275,084 84,200 SH   OTR 1 0 84,200 0
Mcdonald's Corp common 580135101 16,295,384 97,408 SH   OTR 1 0 97,408 0
American International Group Inc common 026874784 5,842,451 109,738 SH   OTR 1 0 109,738 0
Gilead Sciences Inc common 375558103 22,144,755 286,812 SH   OTR 1 0 286,812 0
Walgreens Boots Alliance Inc common 931427108 31,498,705 432,081 SH   OTR 1 0 432,081 0
Dte Energy Co common 233331107 2,357,208 21,600 SH   OTR 1 0 21,600 0
Ameren Corp common 023608102 1,384,518 21,900 SH   OTR 1 0 21,900 0
Perrigo Co Plc common 00BGH1M56 10,948,229 154,636 SH   OTR 1 0 154,636 0
Viavi Solutions Inc common 925550105 48,165,051 4,247,359 SH   OTR 1 0 4,247,359 0
Arrow Electronics Inc common 042735100 42,608,538 577,978 SH   OTR 1 0 577,978 0
Blackstone Group Lp common 09253U108 5,144,169 135,053 SH   OTR 1 0 135,053 0
Oaktree Specialty Lending Corp common 67401P108 646,288 130,300 SH   OTR 1 0 130,300 0
Apollo Global Management LLC common 037612306 4,633,155 134,100 SH   OTR 1 0 134,100 0
Estee Lauder Cos Inc/The common 518439104 4,218,058 29,026 SH   OTR 1 0 29,026 0
Anthem Inc common 036752103 24,393,739 89,012 SH   OTR 1 0 89,012 0
Agilent Technologies Inc common 00846U101 3,053,042 43,281 SH   OTR 1 0 43,281 0
Avalonbay Communities Inc common 053484101 3,073,753 16,968 SH   OTR 1 0 16,968 0
Bb&T Corp common 054937107 4,719,156 97,222 SH   OTR 1 0 97,222 0
Campbell Soup Co common 134429109 1,128,680 30,813 SH   OTR 1 0 30,813 0
American Tower Corp common 03027X100 8,019,834 55,195 SH   OTR 1 0 55,195 0
Cme Group Inc common 12572Q105 7,222,521 42,433 SH   OTR 1 0 42,433 0
Alexion Pharmaceuticals Inc common 015351109 3,777,597 27,175 SH   OTR 1 0 27,175 0
Duke Energy Corp common 26441C204 2,392,598 29,900 SH   OTR 1 0 29,900 0
Ppg Industries Inc common 693506107 3,675,826 33,683 SH   OTR 1 0 33,683 0
Waste Management Inc common 94106L109 5,127,207 56,742 SH   OTR 1 0 56,742 0
Xilinx Inc common 983919101 2,514,612 31,366 SH   OTR 1 0 31,366 0
Dollar Tree Inc common 256746108 2,420,078 29,676 SH   OTR 1 0 29,676 0
Lincoln National Corp common 534187109 1,998,338 29,535 SH   OTR 1 0 29,535 0
Microchip Technology Inc common 595017104 2,315,693 29,346 SH   OTR 1 0 29,346 0
Pg&E Corp common 69331C108 3,727,592 81,017 SH   OTR 1 0 81,017 0
Danaher Corp common 235851102 8,747,456 80,503 SH   OTR 1 0 80,503 0
Mccormick & Co Inc/Md common 579780206 2,526,833 19,179 SH   OTR 1 0 19,179 0
Public Storage common 74460D109 3,959,812 19,639 SH   OTR 1 0 19,639 0
Torchmark Corp common 891027104 5,385,356 62,122 SH   OTR 1 0 62,122 0
Fidelity National Information Services Inc common 31620M106 4,333,569 39,732 SH   OTR 1 0 39,732 0
National Oilwell Varco Inc common 637071101 2,707,363 62,845 SH   OTR 1 0 62,845 0
Qurate Retail Group A common 74915M100 1,250,134 56,287 SH   OTR 1 0 56,287 0
O'Reilly Automotive Inc common 67103H107 3,545,443 10,208 SH   OTR 1 0 10,208 0
Nielsen Holdings Plc common 00BWFY550 1,295,345 46,831 SH   OTR 1 0 46,831 0
Kinder Morgan Inc/De common 49456B101 4,796,355 270,522 SH   OTR 1 0 270,522 0
Stericycle Inc common 858912108 762,547 12,995 SH   OTR 1 0 12,995 0
Hormel Foods Corp common 440452100 1,979,614 50,244 SH   OTR 1 0 50,244 0
Pinnacle West Capital Corp common 723484101 1,356,987 17,138 SH   OTR 1 0 17,138 0
Sirius XM Holdings Inc common 82968B103 1,401,239 221,715 SH   OTR 1 0 221,715 0
Under Armour Inc - C common 904311206 372,192 19,126 SH   OTR 1 0 19,126 0
Celanese Corp common 150870103 2,277,720 19,980 SH   OTR 1 0 19,980 0
Flex Ltd common 999900002 904,047 68,906 SH   OTR 1 0 68,906 0
Alkermes Plc common 00B56GVS1 649,162 15,296 SH   OTR 1 0 15,296 0
Hollyfrontier Corp common 436106108 1,481,880 21,200 SH   OTR 1 0 21,200 0
Align Technology Inc common 016255101 5,836,611 14,919 SH   OTR 1 0 14,919 0
First Republic Bank/Ca common 33616C100 1,716,000 17,875 SH   OTR 1 0 17,875 0
Nuvasive Inc common 670704105 8,290,464 116,800 SH   OTR 1 0 116,800 0
VeriSign Inc common 92343E102 1,988,851 12,421 SH   OTR 1 0 12,421 0
Kansas City Southern common 485170302 1,351,204 11,928 SH   OTR 1 0 11,928 0
Marvell Technology Group Ltd common G5876H105 1,115,251 57,785 SH   OTR 1 0 57,785 0
Flowserve Corp common 34354P105 1,106,269 20,228 SH   OTR 1 0 20,228 0
Gap Inc/The common 364760108 659,713 22,867 SH   OTR 1 0 22,867 0
Liberty Property Trust common 531172104 621,075 14,700 SH   OTR 1 0 14,700 0
Sealed Air Corp common 81211K100 778,067 19,379 SH   OTR 1 0 19,379 0
Avery Dennison Corp common 053611109 1,826,998 16,862 SH   OTR 1 0 16,862 0
Antero Resources Corp common 03674X106 358,681 20,253 SH   OTR 1 0 20,253 0
Waste Connections Inc common 94106B101 2,167,112 27,167 SH   OTR 1 0 27,167 0
Ao Smith Corp common 831865209 1,387,620 26,000 SH   OTR 1 0 26,000 0
Reinsurance Group of America Inc common 759351604 4,539,184 31,400 SH   OTR 1 0 31,400 0
Idex Corp common 45167R104 1,998,505 13,265 SH   OTR 1 0 13,265 0
Cognex Corp common 192422103 3,237,560 58,000 SH   OTR 1 0 58,000 0
Knight-Swift Transportation Holdings Inc common 499049104 534,440 15,500 SH   OTR 1 0 15,500 0
Teva Pharmaceutical Industries Ltd ADR common 881624209 1,701,746 79,004 SH   OTR 1 0 79,004 0
Itau Unibanco Holding Sa ADR common 465562106 357,267 32,538 SH   OTR 1 0 32,538 0
Hdfc Bank Ltd ADR common 40415F101 1,345,630 14,300 SH   OTR 1 0 14,300 0
Seadrill Ltd common G7998G106 12,190,988 491,176 SH   OTR 1 0 491,176 0
Amedisys Inc common 023436108 1,886,641 15,104 SH   OTR 1 0 15,104 0
Magellan Health Services Inc common 559079207 3,170,200 44,000 SH   OTR 1 0 44,000 0
Canadian Solar Inc common 136635109 16,910,176 1,166,219 SH   OTR 1 0 1,166,219 0
First Solar Inc common 336433107 16,600,700 342,848 SH   OTR 1 0 342,848 0
Jinkosolar Holding Co Ltd ADR common 47759T100 2,196,471 204,133 SH   OTR 1 0 204,133 0
Dana Inc common 235825205 16,505,307 884,055 SH   OTR 1 0 884,055 0
Comcast Corp common 20030N101 82,471,059 2,329,033 SH   OTR 1 0 2,329,033 0
Bunge Ltd common G16962105 28,861,842 420,053 SH   OTR 1 0 420,053 0
Cigna Corp common 125509109 120,470,126 578,488 SH   OTR 1 0 578,488 0
Lyondellbasell Industries NV common 000943499 39,567,630 385,988 SH   OTR 1 0 385,988 0
Johnson Controls International PLC common 00BY7QL61 22,335,985 638,171 SH   OTR 1 0 638,171 0
Motorola Solutions Inc common 620076307 10,102,638 77,629 SH   OTR 1 0 77,629 0
IQVIA Holdings Inc common 46266C105 14,455,890 111,422 SH   OTR 1 0 111,422 0
AbbVie Inc common 00287Y109 17,798,537 188,185 SH   OTR 1 0 188,185 0
American Express Co common 025816109 9,815,396 92,172 SH   OTR 1 0 92,172 0
Celgene Corp common 151020104 8,236,391 92,037 SH   OTR 1 0 92,037 0
Texas Instruments Inc common 882508104 15,536,987 144,813 SH   OTR 1 0 144,813 0
Sprint Corp common 85207U105 750,269 114,720 SH   OTR 1 0 114,720 0
AerCap Holdings NV common 000068766 1,271,192 22,100 SH   OTR 1 0 22,100 0
Abbott Laboratories common 002824100 15,931,591 217,170 SH   OTR 1 0 217,170 0
Ball Corp common 058498106 2,087,765 47,460 SH   OTR 1 0 47,460 0
Devon Energy Corp common 25179M103 2,777,827 69,550 SH   OTR 1 0 69,550 0
Franklin Resources Inc common 354613101 6,353,409 208,925 SH   OTR 1 0 208,925 0
Emerson Electric Co common 291011104 8,407,642 109,789 SH   OTR 1 0 109,789 0
Allstate Corp/The common 020002101 4,500,720 45,600 SH   OTR 1 0 45,600 0
Conagra Brands Inc common 205887102 2,275,005 66,971 SH   OTR 1 0 66,971 0
Capital One Financial Corp common 14040H105 5,799,369 61,091 SH   OTR 1 0 61,091 0
Adobe Systems Inc common 00724F101 16,582,219 61,427 SH   OTR 1 0 61,427 0
Ameriprise Financial Inc common 03076C106 2,762,276 18,707 SH   OTR 1 0 18,707 0
Amphenol Corp common 032095101 5,279,505 56,153 SH   OTR 1 0 56,153 0
CF Industries Holdings Inc common 125269100 1,434,222 26,345 SH   OTR 1 0 26,345 0
Blackrock Inc common 09247X101 9,378,996 19,899 SH   OTR 1 0 19,899 0
Consolidated Edison Inc common 209115104 3,612,244 47,411 SH   OTR 1 0 47,411 0
General Mills Inc common 370334104 3,890,612 90,648 SH   OTR 1 0 90,648 0
Genuine Parts Co common 372460105 1,866,334 18,776 SH   OTR 1 0 18,776 0
KeyCorp common 493267108 2,522,410 126,818 SH   OTR 1 0 126,818 0
Northern Trust Corp common 665859104 2,453,469 24,023 SH   OTR 1 0 24,023 0
DISH Network Corp common 25470M109 1,057,530 29,573 SH   OTR 1 0 29,573 0
Sempra Energy common 816851109 4,666,708 41,026 SH   OTR 1 0 41,026 0
Xcel Energy Inc common 98389B100 1,340,764 28,400 SH   OTR 1 0 28,400 0
Edison International common 281020107 3,606,329 53,285 SH   OTR 1 0 53,285 0
Regions Financial Corp common 7591EP100 2,530,080 137,879 SH   OTR 1 0 137,879 0
Humana Inc common 444859102 10,163,386 30,023 SH   OTR 1 0 30,023 0
Seagate Technology Plc common 00B58JVZ5 1,548,913 32,712 SH   OTR 1 0 32,712 0
Fastenal Co common 311900104 2,725,083 46,968 SH   OTR 1 0 46,968 0
Discover Financial Services common 254709108 3,595,520 47,031 SH   OTR 1 0 47,031 0
Monster Beverage Corp common 61174X109 3,710,513 63,667 SH   OTR 1 0 63,667 0
Citizens Financial Group Inc common 174610105 7,578,774 196,494 SH   OTR 1 0 196,494 0
Quest Diagnostics Inc common 74834L100 2,086,548 19,336 SH   OTR 1 0 19,336 0
Expeditors International of Washington Inc common 302130109 1,779,205 24,197 SH   OTR 1 0 24,197 0
Fortune Brands Home & Security Inc common 34964C106 1,340,416 25,600 SH   OTR 1 0 25,600 0
Interpublic Group Of Cos Inc/The common 460690100 999,419 43,700 SH   OTR 1 0 43,700 0
Maxim Integrated Products Inc common 57772K101 2,133,741 37,839 SH   OTR 1 0 37,839 0
UDR Inc common 902653104 1,404,700 34,744 SH   OTR 1 0 34,744 0
Global Payments Inc common 37940X102 2,454,488 19,266 SH   OTR 1 0 19,266 0
Fortinet Inc common 34959E109 1,697,768 18,400 SH   OTR 1 0 18,400 0
Alexandria Real Estate Equities Inc common 015271109 1,831,880 14,563 SH   OTR 1 0 14,563 0
Centene Corp common 15135B101 3,664,237 25,309 SH   OTR 1 0 25,309 0
Lululemon Athletica Inc common 550021109 1,793,402 11,037 SH   OTR 1 0 11,037 0
Bancolombia Sa ADR common 05968L102 5,965,189 142,913 SH   OTR 1 0 142,913 0
Weibo Corp common 948596101 12,556,421 171,700 SH   OTR 1 0 171,700 0
Wynn Resorts Ltd common 983134107 1,349,758 10,623 SH   OTR 1 0 10,623 0
Broadridge Financial Solutions common 11133T103 3,631,660 27,523 SH   OTR 1 0 27,523 0
Iron Mountain Inc common 46284V101 988,722 28,642 SH   OTR 1 0 28,642 0
FLIR Systems Inc common 302445101 955,367 15,542 SH   OTR 1 0 15,542 0
Mattel Inc common 577081102 529,106 33,701 SH   OTR 1 0 33,701 0
Affiliated Managers Group Inc common 008252108 2,644,165 19,340 SH   OTR 1 0 19,340 0
Continental Resources Inc/Ok common 212015101 801,471 11,738 SH   OTR 1 0 11,738 0
Regency Centers Corp common 758849103 986,541 15,255 SH   OTR 1 0 15,255 0
Allegion PLC common 00BFRT3W7 1,195,524 13,200 SH   OTR 1 0 13,200 0
American Airlines Group Inc common 02376R102 433,965 10,500 SH   OTR 1 0 10,500 0
Voya Financial Inc common 929089100 784,786 15,800 SH   OTR 1 0 15,800 0
Keysight Technologies Inc common 49338L103 1,199,668 18,100 SH   OTR 1 0 18,100 0
Cdw Corp/De common 12514G108 1,258,752 14,156 SH   OTR 1 0 14,156 0
Parsley Energy Inc common 701877102 812,887 27,791 SH   OTR 1 0 27,791 0
Commscope Holding Co Inc common 20337X109 540,207 17,562 SH   OTR 1 0 17,562 0
TransUnion common 89400J107 1,250,860 17,000 SH   OTR 1 0 17,000 0
IPG Photonics Corp common 44980X109 2,631,184 16,859 SH   OTR 1 0 16,859 0
GoDaddy Inc common 380237107 1,332,656 15,981 SH   OTR 1 0 15,981 0
Brookfield Property Partners LP common G16249107 423,148 20,256 SH   OTR 1 0 20,256 0
East West Bancorp Inc common 27579R104 706,329 11,700 SH   OTR 1 0 11,700 0
Unilever NV common 904784709 716,595 12,900 SH   OTR 1 0 12,900 0
Ensco PLC common 00B4VLR19 700,520 83,000 SH   OTR 1 0 83,000 0
DHT Holdings Inc common Y2065G121 584,210 124,300 SH   OTR 1 0 124,300 0
Star Bulk Carriers Corp common Y8162K204 971,936 67,262 SH   OTR 1 0 67,262 0
Magna International Inc common 559222401 8,882,245 169,089 SH   OTR 1 0 169,089 0
Eli Lilly & Co common 532457108 100,378,418 935,406 SH   OTR 1 0 935,406 0
MasTec Inc common 576323109 44,002,575 985,500 SH   OTR 1 0 985,500 0
Steel Dynamics Inc common 858119100 36,558,710 809,000 SH   OTR 1 0 809,000 0
Hewlett Packard Enterprise Co common 42824C109 3,120,543 191,327 SH   OTR 1 0 191,327 0
Procter & Gamble Co/The common 742718109 36,266,474 435,738 SH   OTR 1 0 435,738 0
Comerica Inc common 200340107 12,376,432 137,211 SH   OTR 1 0 137,211 0
Schlumberger Ltd common 806857108 17,973,106 295,028 SH   OTR 1 0 295,028 0
Aon PLC common 00B5BT0K0 16,148,592 105,011 SH   OTR 1 0 105,011 0
Berkshire Hathaway Inc common 084670702 34,176,666 159,622 SH   OTR 1 0 159,622 0
Merck & Co Inc common 58933Y105 39,958,019 563,265 SH   OTR 1 0 563,265 0
Morgan Stanley common 617446448 7,802,431 167,542 SH   OTR 1 0 167,542 0
PepsiCo Inc common 713448108 24,120,067 215,743 SH   OTR 1 0 215,743 0
Pfizer Inc common 717081103 59,200,421 1,343,327 SH   OTR 1 0 1,343,327 0
Qualcomm Inc common 747525103 12,680,882 176,050 SH   OTR 1 0 176,050 0
United Parcel Service Inc common 911312106 10,243,295 87,737 SH   OTR 1 0 87,737 0
Us Bancorp common 902973304 10,324,355 195,500 SH   OTR 1 0 195,500 0
Applied Materials Inc common 038222105 35,791,755 926,048 SH   OTR 1 0 926,048 0
O2micro International Ltd ADR common 67107W100 6,062,385 2,624,409 SH   OTR 1 0 2,624,409 0
Baidu Inc ADR common 056752108 81,064,316 354,488 SH   OTR 1 0 354,488 0
Borgwarner Inc common 099724106 1,944,308 45,449 SH   OTR 1 0 45,449 0
Ares Capital Corp common 04010L103 2,278,449 132,545 SH   OTR 1 0 132,545 0
Hercules Capital Inc common 427096508 896,709 68,139 SH   OTR 1 0 68,139 0
Safeguard Scientifics Inc common 786449207 227,747 24,358 SH   OTR 1 0 24,358 0
Main Street Capital Corp common 56035L104 2,567,226 66,612 SH   OTR 1 0 66,612 0
Parker-Hannifin Corp common 701094104 4,422,045 24,042 SH   OTR 1 0 24,042 0
PPL Corp common 69351T106 3,137,257 107,220 SH   OTR 1 0 107,220 0
EOG Resources Inc common 26875P101 10,036,059 78,671 SH   OTR 1 0 78,671 0
Mosaic Co/The common 61945C103 1,507,397 46,410 SH   OTR 1 0 46,410 0
Tapestry Inc common 876030107 1,837,972 36,562 SH   OTR 1 0 36,562 0
Concho Resources Inc common 20605P101 3,819,056 25,002 SH   OTR 1 0 25,002 0
Vereit INC common 92339V100 1,213,502 167,149 SH   OTR 1 0 167,149 0
International Paper Co common 460146103 2,568,382 52,256 SH   OTR 1 0 52,256 0
Deere & Co common 244199105 7,925,849 52,723 SH   OTR 1 0 52,723 0
General Motors Co common 37045V100 5,414,809 160,820 SH   OTR 1 0 160,820 0
Praxair Inc common 74005P104 6,300,295 39,198 SH   OTR 1 0 39,198 0
NuCor Corp common 670346105 2,776,128 43,753 SH   OTR 1 0 43,753 0
Ecolab Inc common 278865100 5,624,953 35,878 SH   OTR 1 0 35,878 0
Host Hotels & Resorts Inc common 44107P104 2,164,776 102,596 SH   OTR 1 0 102,596 0
DaVita Inc common 23918K108 1,397,501 19,510 SH   OTR 1 0 19,510 0
Liberty Global Plc - C common 00B8W67B1 1,937,183 68,792 SH   OTR 1 0 68,792 0
TE Connectivity Ltd common 010299318 4,170,080 47,425 SH   OTR 1 0 47,425 0
Eastman Chemical Co common 277432100 2,143,267 22,391 SH   OTR 1 0 22,391 0
SBA Communications Corp common 78410G104 2,332,829 14,523 SH   OTR 1 0 14,523 0
Dollar General Corp common 256677105 3,682,098 33,688 SH   OTR 1 0 33,688 0
Mylan NV common 001103120 7,464,131 203,938 SH   OTR 1 0 203,938 0
Autodesk Inc common 052769106 4,335,175 27,770 SH   OTR 1 0 27,770 0
Delta Air Lines Inc common 247361702 1,219,114 21,081 SH   OTR 1 0 21,081 0
Extra Space Storage Inc common 30225T102 1,299,600 15,000 SH   OTR 1 0 15,000 0
Hilton Worldwide Holdings Inc common 43300A203 2,851,857 35,304 SH   OTR 1 0 35,304 0
Incyte Corp common 45337C102 1,402,324 20,300 SH   OTR 1 0 20,300 0
Masco Corp common 574599106 2,312,791 63,191 SH   OTR 1 0 63,191 0
Mohawk Industries Inc common 608190104 3,192,071 18,204 SH   OTR 1 0 18,204 0
Red Hat Inc common 756577102 3,050,219 22,382 SH   OTR 1 0 22,382 0
Willis Towers Watson PLC common 00BDB6Q21 2,676,310 18,989 SH   OTR 1 0 18,989 0
Xylem Inc/Ny common 98419M100 2,860,864 35,819 SH   OTR 1 0 35,819 0
Fortive Corp common 34959J108 4,070,481 48,343 SH   OTR 1 0 48,343 0
Dell Technologies Inc Class V common 24703L103 2,580,964 26,575 SH   OTR 1 0 26,575 0
Coty Inc common 222070203 895,126 71,268 SH   OTR 1 0 71,268 0
WalMart Inc common 931142103 6,507,963 69,300 SH   OTR 1 0 69,300 0
DXC Technology Co common 23355L106 3,386,640 36,213 SH   OTR 1 0 36,213 0
Msci Inc common 55354G100 2,009,878 11,329 SH   OTR 1 0 11,329 0
Arista Networks Inc common 040413106 3,633,774 13,668 SH   OTR 1 0 13,668 0
Goodyear Tire & Rubber Co/The common 382550101 533,292 22,800 SH   OTR 1 0 22,800 0
Td Ameritrade Holding Corp common 87236Y108 1,725,850 32,668 SH   OTR 1 0 32,668 0
Hologic Inc common 436440101 1,303,369 31,805 SH   OTR 1 0 31,805 0
Packaging Corp of America common 695156109 1,324,068 12,071 SH   OTR 1 0 12,071 0
People's United Financial Inc common 712704105 529,162 30,909 SH   OTR 1 0 30,909 0
Discovery Communications Inc - C common 25470F302 849,360 28,714 SH   OTR 1 0 28,714 0
Avnet Inc common 053807103 466,638 10,423 SH   OTR 1 0 10,423 0
Manpowergroup Inc common 56418H100 2,632,869 30,629 SH   OTR 1 0 30,629 0
News Corp common 65249B109 499,730 37,887 SH   OTR 1 0 37,887 0
Liberty Broadband Corp common 530307305 851,430 10,100 SH   OTR 1 0 10,100 0
Norwegian Cruise Line Holdings Ltd common G66721104 1,118,277 19,472 SH   OTR 1 0 19,472 0
Plains GP Holdings LP common 72651A207 392,872 16,016 SH   OTR 1 0 16,016 0
First Data Corp common 32008D106 1,168,956 47,771 SH   OTR 1 0 47,771 0
Zillow Group Inc common 98954M200 705,168 15,936 SH   OTR 1 0 15,936 0
Telekomunikasi Indonesia Persero Tbk Pt ADR common 715684106 354,470 14,480 SH   OTR 1 0 14,480 0
Ternium SA common 880890108 711,815 23,500 SH   OTR 1 0 23,500 0
JD.com Inc common 47215P106 636,596 24,400 SH   OTR 1 0 24,400 0
Diana Shipping Inc common Y2066G104 756,107 183,521 SH   OTR 1 0 183,521 0
Weatherford International Plc common 00BLNN369 860,967 317,700 SH   OTR 1 0 317,700 0
McDermott International Inc common L1201471A 387,030 21,000 SH   OTR 1 0 21,000 0
Green Plains Inc common 393222104 8,402,200 488,500 SH   OTR 1 0 488,500 0
Renewable Energy Group Inc common 75972A301 21,636,000 751,250 SH   OTR 1 0 751,250 0
Nci Building Systems Inc common 628852204 2,351,977 155,246 SH   OTR 1 0 155,246 0
Hudson Technologies Inc common 444144109 2,531,748 1,977,928 SH   OTR 1 0 1,977,928 0
Citigroup Inc common 172967424 61,317,469 854,718 SH   OTR 1 0 854,718 0
Hess Corp common 42809H107 3,211,150 44,861 SH   OTR 1 0 44,861 0
Johnson & Johnson common 478160104 182,504,608 1,320,870 SH   OTR 1 0 1,320,870 0
Ingersoll-Rand Plc common 00B633030 76,374,111 746,570 SH   OTR 1 0 746,570 0
Fitbit Inc common 33812L102 113,966,882 21,302,221 SH   OTR 1 0 21,302,221 0
Accenture Plc common 00B4BNMY3 24,132,998 141,792 SH   OTR 1 0 141,792 0
Eaton Corp PLC common 00B8KQN82 16,666,470 192,165 SH   OTR 1 0 192,165 0
Chevron Corp common 166764100 31,971,207 261,459 SH   OTR 1 0 261,459 0
General Electric Co common 369604103 16,371,855 1,450,120 SH   OTR 1 0 1,450,120 0
JPMorgan Chase & Co common 46625H100 55,201,441 489,201 SH   OTR 1 0 489,201 0
Broadcom Ltd common 11135F101 12,452,463 50,470 SH   OTR 1 0 50,470 0
Colgate-Palmolive Co common 194162103 9,204,420 137,482 SH   OTR 1 0 137,482 0
Wells Fargo & Co common 949746101 30,023,691 571,227 SH   OTR 1 0 571,227 0
Marsh & Mclennan Cos Inc common 571748102 7,080,170 85,592 SH   OTR 1 0 85,592 0
TJX Cos Inc common 872540109 10,043,825 89,661 SH   OTR 1 0 89,661 0
Wabtec Corp/De common 929740108 2,307,360 22,000 SH   OTR 1 0 22,000 0
HP Inc common 40434L105 127,418,296 4,944,443 SH   OTR 1 0 4,944,443 0
Adecoagro SA common 058467146 405,720 55,200 SH   OTR 1 0 55,200 0
Gladstone Capital Corp common 376535100 518,710 54,601 SH   OTR 1 0 54,601 0
Carlyle Group LP common 14309L102 3,932,720 174,400 SH   OTR 1 0 174,400 0
FS Investment Corp common 302635107 1,844,985 261,700 SH   OTR 1 0 261,700 0
E trade Financial Corp common 269246401 1,796,977 34,300 SH   OTR 1 0 34,300 0
Symantec Corp common 871503108 1,607,342 75,533 SH   OTR 1 0 75,533 0
Zimmer Biomet Holdings Inc common 98956P102 3,508,671 26,688 SH   OTR 1 0 26,688 0
Fifth Third Bancorp common 316773100 2,431,776 87,098 SH   OTR 1 0 87,098 0
International Flavors & Fragrances Inc common 459506101 3,431,534 24,666 SH   OTR 1 0 24,666 0
NextEra Energy Inc common 65339F101 12,336,198 73,605 SH   OTR 1 0 73,605 0
Baker Hughes A Ge Co common 05722G100 1,937,782 57,280 SH   OTR 1 0 57,280 0
Boston Scientific Corp common 101137107 6,603,905 171,530 SH   OTR 1 0 171,530 0
Entergy Corp common 29364G103 2,190,753 27,003 SH   OTR 1 0 27,003 0
Kla-Tencor Corp common 482480100 2,061,560 20,269 SH   OTR 1 0 20,269 0
Kimberly-Clark Corp common 494368103 5,344,830 47,033 SH   OTR 1 0 47,033 0
Mckesson Corp common 58155Q103 10,402,015 78,417 SH   OTR 1 0 78,417 0
Weyerhaeuser Co common 962166104 3,134,256 97,126 SH   OTR 1 0 97,126 0
Hershey Co/The common 427866108 2,522,664 24,732 SH   OTR 1 0 24,732 0
Corning Inc common 219350105 3,860,161 109,353 SH   OTR 1 0 109,353 0
Moody's Corp common 615369105 3,942,743 23,581 SH   OTR 1 0 23,581 0
Stryker Corp common 863667101 7,551,933 42,503 SH   OTR 1 0 42,503 0
Ross Stores Inc common 778296103 4,537,987 45,792 SH   OTR 1 0 45,792 0
Sherwin-Williams Co/The common 824348106 5,115,195 11,237 SH   OTR 1 0 11,237 0
EQT Corp common 26884L109 1,501,830 33,955 SH   OTR 1 0 33,955 0
Jefferies Financial Group Inc common 47233W109 925,394 42,140 SH   OTR 1 0 42,140 0
Roper Technologies Inc common 776696106 5,347,479 18,053 SH   OTR 1 0 18,053 0
Vertex Pharmaceuticals Inc common 92532F100 6,287,950 32,624 SH   OTR 1 0 32,624 0
Invesco Ltd common G491BT108 1,429,634 62,484 SH   OTR 1 0 62,484 0
Jm Smucker Co/The common 832696405 2,117,563 20,637 SH   OTR 1 0 20,637 0
Best Buy Co Inc common 086516101 3,935,304 49,588 SH   OTR 1 0 49,588 0
Biomarin Pharmaceutical Inc common 09061G101 2,113,946 21,800 SH   OTR 1 0 21,800 0
Expedia Inc common 30212P303 1,980,556 15,179 SH   OTR 1 0 15,179 0
Nvidia Corp common 67066G104 22,809,831 81,168 SH   OTR 1 0 81,168 0
ResMed Inc common 761152107 2,081,310 18,045 SH   OTR 1 0 18,045 0
Sl Green Realty Corp common 78440X101 1,315,582 13,489 SH   OTR 1 0 13,489 0
Liberty Global Plc - A common 00B8W6766 721,514 24,940 SH   OTR 1 0 24,940 0
Melco Resorts & Entertainment Ltd ADR common 585464100 636,615 30,100 SH   OTR 1 0 30,100 0
Trimble Inc common 896239100 1,472,686 33,886 SH   OTR 1 0 33,886 0
Duke Realty Corp common 264411505 1,365,789 48,142 SH   OTR 1 0 48,142 0
Brookfield Property Reit Inc common 11282X103 950,327 45,405 SH   OTR 1 0 45,405 0
Splunk Inc common 848637104 4,128,956 34,149 SH   OTR 1 0 34,149 0
SVB Financial Group common 78486Q101 8,385,261 26,977 SH   OTR 1 0 26,977 0
Tal Education Group - ADR common 874080104 10,248,006 398,600 SH   OTR 1 0 398,600 0
Under Armour Inc - A common 904311107 333,621 15,722 SH   OTR 1 0 15,722 0
Darden Restaurants Inc common 237194105 1,582,567 14,233 SH   OTR 1 0 14,233 0
Fnf Group common 31620R303 1,164,760 29,600 SH   OTR 1 0 29,600 0
OGE Energy Corp common 670837103 1,083,208 29,824 SH   OTR 1 0 29,824 0
CBOE Global Markets Inc common 12503M108 1,094,970 11,400 SH   OTR 1 0 11,400 0
Liberty Media Corp-Liberty Siriusxm - C common 531229607 853,966 19,654 SH   OTR 1 0 19,654 0
Discovery Communications Inc - A common 25470F104 504,544 15,767 SH   OTR 1 0 15,767 0
Leggett & Platt Inc common 524660107 669,067 15,279 SH   OTR 1 0 15,279 0
Spirit Aerosystems Holdings Inc common 848574109 1,463,695 15,967 SH   OTR 1 0 15,967 0
Hms Holdings Cor common 40425J101 4,070,513 124,101 SH   OTR 1 0 124,101 0
Sunrun Inc common 86771W105 12,035,837 967,511 SH   OTR 1 0 967,511 0
Constellium NV common 001048952 17,507,459 1,417,608 SH   OTR 1 0 1,417,608 0
Carnival Corp common 143658300 82,395,623 1,292,075 SH   OTR 1 0 1,292,075 0
Verizon Communications Inc common 92343V104 206,448,826 3,866,807 SH   OTR 1 0 3,866,807 0
Western Digital Corp common 958102105 32,843,165 561,038 SH   OTR 1 0 561,038 0
Alphabet Inc - A common 02079K305 553,594,651 458,623 SH   OTR 1 0 458,623 0
Suntrust Banks Inc common 867914103 77,163,956 1,155,322 SH   OTR 1 0 1,155,322 0
Booking Holdings Inc common 09857L108 59,599,360 30,040 SH   OTR 1 0 30,040 0
Coca-Cola Co/The common 191216100 43,185,479 934,953 SH   OTR 1 0 934,953 0
Charles Schwab Corp/The common 808513105 15,005,692 305,304 SH   OTR 1 0 305,304 0
Rockwell Automation Inc common 773903109 11,266,389 60,081 SH   OTR 1 0 60,081 0
Starbucks Corp common 855244109 18,101,494 318,464 SH   OTR 1 0 318,464 0
3m Co common 88579Y101 22,729,498 107,871 SH   OTR 1 0 107,871 0
AT&T Inc common 00206R102 34,078,999 1,014,860 SH   OTR 1 0 1,014,860 0
Exxon Mobil Corp common 30231G102 47,873,232 563,082 SH   OTR 1 0 563,082 0
International Business Machines Corp common 459200101 127,460,806 842,939 SH   OTR 1 0 842,939 0
ConocoPhillips common 20825C104 12,636,401 163,261 SH   OTR 1 0 163,261 0
Alphabet Inc - C common 02079K107 46,837,730 39,245 SH   OTR 1 0 39,245 0
Home Depot Inc/The common 437076102 29,764,762 143,687 SH   OTR 1 0 143,687 0
Union Pacific Corp common 907818108 15,904,746 97,677 SH   OTR 1 0 97,677 0
Twenty-First Century Fox Inc - A common 90130A101 6,209,054 134,018 SH   OTR 1 0 134,018 0
Finisar Corp common 31787A507 105,245,059 5,524,675 SH   OTR 1 0 5,524,675 0
Yandex NV common 000980552 81,669,225 2,483,102 SH   OTR 1 0 2,483,102 0
Sensata Technologies Holding NV common 00BFMBMT8 3,723,286 75,142 SH   OTR 1 0 75,142 0
Apollo Investment Corp common 03761U106 1,053,135 193,591 SH   OTR 1 0 193,591 0
Prospect Capital Corp common 74348T102 1,298,143 177,100 SH   OTR 1 0 177,100 0
Cardinal Health Inc common 14149Y108 3,363,282 62,283 SH   OTR 1 0 62,283 0
Marathon Oil Corp common 565849106 2,684,394 115,309 SH   OTR 1 0 115,309 0
Citrix Systems Inc common 177376100 1,857,261 16,708 SH   OTR 1 0 16,708 0
Analog Devices Inc common 032654105 4,442,518 48,048 SH   OTR 1 0 48,048 0
Bank Of New York Mellon Corp/The common 064058100 6,106,715 119,763 SH   OTR 1 0 119,763 0
Allergan Plc common 00BY9D546 17,728,926 93,075 SH   OTR 1 0 93,075 0
Ca Inc common 12673P105 1,805,470 40,894 SH   OTR 1 0 40,894 0
Clorox Co/The common 189054109 2,845,005 18,915 SH   OTR 1 0 18,915 0
Rockwell Collins Inc common 774341101 1,423,944 10,137 SH   OTR 1 0 10,137 0
Autoliv Inc common 052800109 1,050,388 12,118 SH   OTR 1 0 12,118 0
Brown-Forman Corp common 115637209 2,118,146 41,902 SH   OTR 1 0 41,902 0
Cabot Oil & Gas Corp common 127097103 1,392,367 61,828 SH   OTR 1 0 61,828 0
Illinois Tool Works Inc common 452308109 9,501,327 67,328 SH   OTR 1 0 67,328 0
Kroger Co/The common 501044101 3,944,580 135,506 SH   OTR 1 0 135,506 0
Marriott International Inc/Md common 571903202 5,080,778 38,482 SH   OTR 1 0 38,482 0
M&T Bank Corp common 55261F104 7,448,397 45,268 SH   OTR 1 0 45,268 0
Public Service Enterprise Group Inc common 744573106 4,151,353 78,639 SH   OTR 1 0 78,639 0
Sysco Corp common 871829107 6,056,310 82,680 SH   OTR 1 0 82,680 0
Equity Residential common 29476L107 3,109,582 46,930 SH   OTR 1 0 46,930 0
Macy's Inc common 55616P104 1,227,289 35,338 SH   OTR 1 0 35,338 0
Firstenergy Corp common 337932107 795,438 21,400 SH   OTR 1 0 21,400 0
Stanley Black & Decker Inc common 854502101 3,882,124 26,510 SH   OTR 1 0 26,510 0
Twenty-First Century Fox Inc - B common 90130A200 2,677,354 58,432 SH   OTR 1 0 58,432 0
Las Vegas Sands Corp common 517834107 3,068,904 51,726 SH   OTR 1 0 51,726 0
Kraft Heinz Co common 500754106 5,397,969 97,949 SH   OTR 1 0 97,949 0
Cintas Corp common 172908105 2,482,120 12,548 SH   OTR 1 0 12,548 0
Equifax Inc common 294429105 2,029,188 15,541 SH   OTR 1 0 15,541 0
Lam Research Corp common 512807108 5,386,109 35,505 SH   OTR 1 0 35,505 0
ServiceNow Inc common 81762P102 4,318,532 22,075 SH   OTR 1 0 22,075 0
Newell Brands Inc common 651229106 1,168,326 57,553 SH   OTR 1 0 57,553 0
Skyworks Solutions Inc common 83088M102 2,287,343 25,216 SH   OTR 1 0 25,216 0
Tyson Foods Inc common 902494103 2,624,916 44,094 SH   OTR 1 0 44,094 0
Vulcan Materials Co common 929160109 1,881,170 16,917 SH   OTR 1 0 16,917 0
Albemarle Corp common 012653101 1,368,084 13,711 SH   OTR 1 0 13,711 0
IHS Markit Ltd common G47567105 2,678,682 49,642 SH   OTR 1 0 49,642 0
LKQ Corp common 501889208 1,626,635 51,362 SH   OTR 1 0 51,362 0
Square Inc common 852234103 3,125,350 31,566 SH   OTR 1 0 31,566 0
Qorvo Inc common 74736K101 1,261,765 16,410 SH   OTR 1 0 16,410 0
Ecopetrol Sa ADR common 279158109 18,128,872 673,185 SH   OTR 1 0 673,185 0
Kimco Realty Corp common 49446R109 737,497 44,056 SH   OTR 1 0 44,056 0
Dentsply Sirona Inc common 24906P109 4,151,551 110,004 SH   OTR 1 0 110,004 0
Raymond James Financial Inc common 754730109 1,279,495 13,900 SH   OTR 1 0 13,900 0
Xerox Corp common 984121608 579,719 21,487 SH   OTR 1 0 21,487 0
CIT Group Inc common 125581801 574,677 11,135 SH   OTR 1 0 11,135 0
Southwest Airlines Co common 844741108 978,404 15,667 SH   OTR 1 0 15,667 0
Pultegroup Inc common 745867101 609,342 24,600 SH   OTR 1 0 24,600 0
Toll Brothers Inc common 889478103 388,994 11,777 SH   OTR 1 0 11,777 0
Chemours Co common 163851108 725,696 18,400 SH   OTR 1 0 18,400 0
Veeva Systems Inc common 922475108 1,197,570 11,000 SH   OTR 1 0 11,000 0
Zions Bancorporation common 989701107 952,850 19,000 SH   OTR 1 0 19,000 0
Take-Two Interactive Software Inc common 874054109 1,545,488 11,200 SH   OTR 1 0 11,200 0
Invitation Homes Inc common 46187W107 675,845 29,500 SH   OTR 1 0 29,500 0
Copart Inc common 217204106 1,093,312 21,217 SH   OTR 1 0 21,217 0
Azul SA ADR common 05501U106 426,960 24,000 SH   OTR 1 0 24,000 0
Golar LNG LTD common G9456A100 5,904,720 212,400 SH   OTR 1 0 212,400 0
Nordic American Offshore Ltd common G65772108 7,776,015 8,016,510 SH   OTR 1 0 8,016,510 0
Nordic American Tankers Ltd common G65773106 388,740 186,000 SH   OTR 1 0 186,000 0
Cvs Health Corp common 126650100 101,636,573 1,291,115 SH   OTR 1 0 1,291,115 0
Occidental Petroleum Corp common 674599105 9,078,306 110,482 SH   OTR 1 0 110,482 0
Noble Energy Inc common 655044105 23,284,707 746,544 SH   OTR 1 0 746,544 0
Newfield Exploration Co common 651290108 20,700,574 718,022 SH   OTR 1 0 718,022 0
Tractor Supply Co common 892356106 61,813,759 680,169 SH   OTR 1 0 680,169 0
Visa Inc common 92826C839 105,525,727 703,083 SH   OTR 1 0 703,083 0
Cisco Systems Inc common 17275R102 66,212,309 1,360,993 SH   OTR 1 0 1,360,993 0
S&P Global Inc common 78409V104 23,617,766 120,875 SH   OTR 1 0 120,875 0
Biogen Inc common 09062X103 33,340,451 94,366 SH   OTR 1 0 94,366 0
Intercontinental Exchange Inc common 45866F104 15,355,146 205,036 SH   OTR 1 0 205,036 0
Taiwan Semiconductor Manufacturing Co Ltd ADR common 874039100 8,473,509 191,882 SH   OTR 1 0 191,882 0
Alibaba Group Holding Ltd - ADR common 01609W102 50,676,222 307,576 SH   OTR 1 0 307,576 0
Costco Wholesale Corp common 22160K105 16,819,287 71,608 SH   OTR 1 0 71,608 0
DowDuPont Inc common 26078J100 19,894,234 309,349 SH   OTR 1 0 309,349 0
H&R Block Inc common 093671105 521,850 20,266 SH   OTR 1 0 20,266 0
Evergy Inc common 30034W106 653,548 11,900 SH   OTR 1 0 11,900 0
Vishay Intertechnology Inc common 928298108 100,805,129 4,953,569 SH   OTR 1 0 4,953,569 0
Oxford Square Capital Corp common 69181V107 974,230 136,830 SH   OTR 1 0 136,830 0
Automatic Data Processing Inc common 053015103 8,460,162 56,154 SH   OTR 1 0 56,154 0
Valero Energy Corp common 91913Y100 6,698,965 58,892 SH   OTR 1 0 58,892 0
Air Products & Chemicals Inc common 009158106 5,081,327 30,418 SH   OTR 1 0 30,418 0
Baxter International Inc common 071813109 5,151,077 66,819 SH   OTR 1 0 66,819 0
Becton Dickinson And Co common 075887109 8,866,170 33,970 SH   OTR 1 0 33,970 0
Boston Properties Inc common 101121101 2,461,677 19,999 SH   OTR 1 0 19,999 0
Cincinnati Financial Corp common 172062101 1,732,066 22,550 SH   OTR 1 0 22,550 0
CSX Corp common 126408103 7,813,830 105,521 SH   OTR 1 0 105,521 0
Cummins Inc common 231021106 6,259,976 42,856 SH   OTR 1 0 42,856 0
Crown Castle International Corp common 22822V101 5,629,735 50,568 SH   OTR 1 0 50,568 0
Fedex Corp common 31428X106 7,924,399 32,910 SH   OTR 1 0 32,910 0
Fiserv Inc common 337738108 6,460,322 78,421 SH   OTR 1 0 78,421 0
Intuit Inc common 461202103 8,471,332 37,253 SH   OTR 1 0 37,253 0
State Street Corp common 857477103 3,780,908 45,129 SH   OTR 1 0 45,129 0
Viacom Inc common 92553P201 1,371,129 40,614 SH   OTR 1 0 40,614 0
Juniper Networks Inc common 48203R104 1,424,384 47,527 SH   OTR 1 0 47,527 0
Progressive Corp/The common 743315103 12,628,212 177,762 SH   OTR 1 0 177,762 0
Kellogg Co common 487836108 3,074,648 43,911 SH   OTR 1 0 43,911 0
Paccar Inc common 693718108 4,171,182 61,170 SH   OTR 1 0 61,170 0
Molson Coors Brewing Co common 60871R209 1,792,602 29,148 SH   OTR 1 0 29,148 0
Ventas Inc common 92276F100 2,374,938 43,673 SH   OTR 1 0 43,673 0
Intuitive Surgical Inc common 46120E602 10,373,902 18,073 SH   OTR 1 0 18,073 0
Aptiv PLC common 00B783TY6 2,823,235 33,650 SH   OTR 1 0 33,650 0
Regeneron Pharmaceuticals Inc common 75886F107 9,143,425 22,630 SH   OTR 1 0 22,630 0
Michael Kors Holdings Ltd common G60754101 1,120,270 16,340 SH   OTR 1 0 16,340 0
Aramark common 03852U106 1,492,794 34,700 SH   OTR 1 0 34,700 0
CMS Energy Corp common 125896100 2,106,167 42,983 SH   OTR 1 0 42,983 0
Dr Horton Inc common 23331A109 1,896,202 44,955 SH   OTR 1 0 44,955 0
Digital Realty Trust Inc common 253868103 2,760,259 24,540 SH   OTR 1 0 24,540 0
Edwards Lifesciences Corp common 28176E108 4,536,524 26,057 SH   OTR 1 0 26,057 0
Fleetcor Technologies Inc common 339041105 2,684,867 11,784 SH   OTR 1 0 11,784 0
Henry Schein Inc common 806407102 2,634,144 30,979 SH   OTR 1 0 30,979 0
Laboratory Corp Of America Holdings common 50540R409 2,506,550 14,432 SH   OTR 1 0 14,432 0
Palo Alto Networks Inc common 697435105 2,695,461 11,966 SH   OTR 1 0 11,966 0
Waters Corp common 941848103 2,590,996 13,309 SH   OTR 1 0 13,309 0
Ally Financial Inc common 02005N100 5,763,455 217,900 SH   OTR 1 0 217,900 0
United Rentals Inc common 911363109 2,510,606 15,346 SH   OTR 1 0 15,346 0
Diamondback Energy Inc common 25278X109 1,542,518 11,410 SH   OTR 1 0 11,410 0
Huntington Bancshares Inc/Oh common 446150104 2,014,648 135,030 SH   OTR 1 0 135,030 0
Advanced Micro Devices inc common 007903107 3,678,165 119,073 SH   OTR 1 0 119,073 0
Nektar Therapeutics common 640268108 1,225,845 20,109 SH   OTR 1 0 20,109 0
L Brands Inc common 501797104 732,018 24,159 SH   OTR 1 0 24,159 0
ANSYS Inc common 03662Q105 3,396,829 18,196 SH   OTR 1 0 18,196 0
FMC Corp common 302491303 1,627,825 18,672 SH   OTR 1 0 18,672 0
IDEXX Laboratories Inc common 45168D104 4,271,932 17,111 SH   OTR 1 0 17,111 0
Targa Resources Corp common 87612G101 1,554,156 27,600 SH   OTR 1 0 27,600 0
Unum Group common 91529Y106 956,434 24,480 SH   OTR 1 0 24,480 0
Agnc Investment Corp common 00123Q104 1,030,239 55,300 SH   OTR 1 0 55,300 0
SEI Investments Co common 784117103 7,517,866 123,042 SH   OTR 1 0 123,042 0
Nordstrom Inc common 655664100 721,428 12,062 SH   OTR 1 0 12,062 0
Atmos Energy Corp common 049560105 1,369,396 14,582 SH   OTR 1 0 14,582 0
Liberty Media Corp - C common 531229854 699,172 18,800 SH   OTR 1 0 18,800 0
Sabre Corp common 78573M104 613,506 23,524 SH   OTR 1 0 23,524 0
Axalta Coating Systems Ltd common G0750C108 591,948 20,300 SH   OTR 1 0 20,300 0
Zayo Group Holdings Inc common 98919V105 694,226 19,995 SH   OTR 1 0 19,995 0
SS&C Technologies Holdings Inc common 78467J100 1,099,206 19,342 SH   OTR 1 0 19,342 0
HD Supply Holdings Inc common 40416M105 2,274,716 53,160 SH   OTR 1 0 53,160 0
Athene Holding Ltd common G0684D107 5,152,982 99,748 SH   OTR 1 0 99,748 0
ON Semiconductor Corp common 682189105 779,589 42,300 SH   OTR 1 0 42,300 0
Advanced Semiconductor Engineering Inc ADR common 00215W100 369,712 76,545 SH   OTR 1 0 76,545 0
Telefonica Brasil Sa ADR common 87936R106 414,498 42,600 SH   OTR 1 0 42,600 0