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 3,031 24,241 SH   SOLE   24,241 0 0
ABB Ltd COM 000375204 2,631 105,646 SH   SOLE   105,646 0 0
Abiomed Inc COM 003654100 76,557 534,243 SH   SOLE   534,243 0 0
Acorda Therapeutics Inc COM 00484m106 971 49,300 SH   SOLE   49,300 0 0
Activision Blizzard Inc COM 00507v109 6,760 117,428 SH   SOLE   117,428 0 0
Acxiom Corp COM 005125109 1,178 45,350 SH   SOLE   45,350 0 0
Adecco Group AG COM 006754204 3,420 89,865 SH   SOLE   89,865 0 0
Aegion Corporation COM 00770f104 3,165 144,650 SH   SOLE   144,650 0 0
Affiliated Managers Group Inc COM 008252108 8,580 51,732 SH   SOLE   51,732 0 0
AFLAC Inc COM 001055102 30,030 386,582 SH   SOLE   386,582 0 0
AGCO Corporation COM 001084102 13,871 205,835 SH   SOLE   205,835 0 0
Air Liquide-Unsponsored ADR COM 009126202 2,628 106,457 SH   SOLE   106,457 0 0
Alaska Air Group Inc COM 011659109 33,826 376,851 SH   SOLE   376,851 0 0
Albany International Corp COM 012348108 3,151 59,000 SH   SOLE   59,000 0 0
Albemarle Corp COM 012653101 20,885 197,883 SH   SOLE   197,883 0 0
Alkermes Plc COM g01767105 6,505 112,212 SH   SOLE   112,212 0 0
Allianz SE - ADR COM 018805101 27,000 1,373,151 SH   SOLE   1,373,151 0 0
Allison Transmission Holdings COM 01973r101 12,984 346,154 SH   SOLE   346,154 0 0
Almost Family Inc COM 020409108 3,679 59,675 SH   SOLE   59,675 0 0
Ambarella Inc Ord COM g037ax101 3,185 65,600 SH   SOLE   65,600 0 0
Amerco COM 023586100 12,241 33,441 SH   SOLE   33,441 0 0
American Eagle Outfitters Inc COM 02553e106 12,070 1,001,647 SH   SOLE   1,001,647 0 0
American Water Works Co Inc COM 030420103 40,561 520,340 SH   SOLE   520,340 0 0
AMN Healthcare Services Inc COM 001744101 3,866 99,000 SH   SOLE   99,000 0 0
Analog Devices Inc COM 032654105 12,677 162,945 SH   SOLE   162,945 0 0
Andeavor COM 03349M105 17,493 186,894 SH   SOLE   186,894 0 0
Arch Capital Group Ltd COM g0450a105 21,582 231,342 SH   SOLE   231,342 0 0
Arista Networks Inc COM 040413106 12,714 84,878 SH   SOLE   84,878 0 0
Aspen Technology Inc COM 045327103 6,787 122,828 SH   SOLE   122,828 0 0
Astellas Pharma Inc COM 04623u102 3,330 272,200 SH   SOLE   272,200 0 0
Astronics Corp COM 046433108 1,276 41,875 SH   SOLE   41,875 0 0
Athenahealth Inc COM 04685w103 16,256 115,663 SH   SOLE   115,663 0 0
Atmos Energy Corp COM 049560105 53,316 642,746 SH   SOLE   642,746 0 0
AXA Group S A - ADR COM 054536107 3,531 129,252 SH   SOLE   129,252 0 0
Axis Capital Holdings Limited COM g0692u109 18,681 288,910 SH   SOLE   288,910 0 0
B of I Holding Inc COM 05566u108 2,761 116,400 SH   SOLE   116,400 0 0
Balchem Corporation COM 057665200 4,061 52,253 SH   SOLE   52,253 0 0
Banco Bilbao Vizcaya Argentari COM 05946k101 3,138 375,321 SH   SOLE   375,321 0 0
BASF SE COM 055262505 2,872 31,050 SH   SOLE   31,050 0 0
BHP Billiton Ltd COM 088606108 18,173 510,609 SH   SOLE   510,609 0 0
Biomarin Pharmaceutical Inc COM 09061g101 7,718 84,986 SH   SOLE   84,986 0 0
Biotelementry Inc COM 090672106 4,103 122,675 SH   SOLE   122,675 0 0
BNP Paribas SA COM 05565a202 3,128 86,968 SH   SOLE   86,968 0 0
BroadSoft Inc COM 11133b409 6,455 149,950 SH   SOLE   149,950 0 0
Bruker Corporation COM 116794108 5,007 173,625 SH   SOLE   173,625 0 0
Brunswick Corp COM 117043109 16,077 256,287 SH   SOLE   256,287 0 0
BWX Technologies Inc COM 05605h100 23,459 481,204 SH   SOLE   481,204 0 0
Cambrex Corp COM 132011107 4,811 80,525 SH   SOLE   80,525 0 0
Camping World Holdings Inc COM 13462k109 1,510 48,962 SH   SOLE   48,962 0 0
CareTrust Reit COM 14174t107 2,169 117,000 SH   SOLE   117,000 0 0
Carpenter Technology Corp COM 144285103 1,263 33,746 SH   SOLE   33,746 0 0
Carrefour SA COM 144430204 2,962 585,344 SH   SOLE   585,344 0 0
Casey's General Stores Inc COM 147528103 3,169 29,591 SH   SOLE   29,591 0 0
CBOE Holdings Inc COM 12503m108 16,038 175,466 SH   SOLE   175,466 0 0
Celanese Corp COM 150870103 16,360 172,315 SH   SOLE   172,315 0 0
CF Industries Holdings Inc COM 125269100 22,863 817,713 SH   SOLE   817,713 0 0
Chart Industries Inc COM 16115q308 1,631 46,975 SH   SOLE   46,975 0 0
Cheesecake Factory Inc COM 163072101 3,061 60,850 SH   SOLE   60,850 0 0
Chipotle Mexican Grill Inc COM 169656105 14,303 34,375 SH   SOLE   34,375 0 0
Citizens Financial Group COM 174610105 44,800 1,255,608 SH   SOLE   1,255,608 0 0
Clorox Co Del COM 189054109 10,054 75,455 SH   SOLE   75,455 0 0
CNO Financial Group Inc COM 12621e103 4,594 220,000 SH   SOLE   220,000 0 0
Coca-Cola HBC AG COM 191223205 2,111 71,707 SH   SOLE   71,707 0 0
Cognex Corp COM 192422103 4,890 57,600 SH   SOLE   57,600 0 0
Cohen & Steers Inc COM 19247a100 4,395 108,401 SH   SOLE   108,401 0 0
Comerica Inc COM 200340107 34,591 472,301 SH   SOLE   472,301 0 0
Compass Group Plc-Spon ADR COM 20449x401 2,768 131,550 SH   SOLE   131,550 0 0
Conagra Foods Inc COM 205887102 14,757 412,662 SH   SOLE   412,662 0 0
Continental ag COM 210771200 3,503 81,269 SH   SOLE   81,269 0 0
Cooper Cos Inc COM 216648402 27,849 116,320 SH   SOLE   116,320 0 0
Cousins Properties Inc COM 222795106 13,816 1,571,742 SH   SOLE   1,571,742 0 0
Cracker Barrel Old Country Sto COM 22410j106 6,556 39,200 SH   SOLE   39,200 0 0
Credicorp Ltd COM g2519y108 30,337 169,110 SH   SOLE   169,110 0 0
CSL Limited Sponsored ADR COM 12637n204 2,900 54,780 SH   SOLE   54,780 0 0
CSRA Inc COM 12650t104 23,322 734,545 SH   SOLE   734,545 0 0
Cutera Inc COM 232109108 1,454 56,127 SH   SOLE   56,127 0 0
D R Horton Inc COM 23331a109 13,307 384,919 SH   SOLE   384,919 0 0
Darden Restaurants Inc COM 237194105 16,878 186,623 SH   SOLE   186,623 0 0
Dassault Sys S A - ADR COM 237545108 1,695 18,937 SH   SOLE   18,937 0 0
Davita Inc COM 23918k108 9,262 143,028 SH   SOLE   143,028 0 0
Descartes Sys Group Inc COM 249906108 2,843 116,750 SH   SOLE   116,750 0 0
Diageo Plc COM 25243q205 21,950 183,178 SH   SOLE   183,178 0 0
DISH Network Corp COM 25470m109 13,033 207,665 SH   SOLE   207,665 0 0
DNB ASA COM 23328e106 2,847 167,920 SH   SOLE   167,920 0 0
DXC Technology Co COM 23355l106 83,217 1,084,684 SH   SOLE   1,084,684 0 0
Dycom Inds Inc COM 267475101 25,791 288,107 SH   SOLE   288,107 0 0
Ebay Inc COM 278642103 17,927 513,378 SH   SOLE   513,378 0 0
Edwards Lifesciences Corp COM 28176e108 26,927 227,728 SH   SOLE   227,728 0 0
Electronic Arts Inc COM 285512109 10,494 99,261 SH   SOLE   99,261 0 0
Electronics for Imaging Inc COM 286082102 3,924 82,825 SH   SOLE   82,825 0 0
Ellie Mae Inc COM 28849p100 13,214 120,229 SH   SOLE   120,229 0 0
Enbridge Inc COM 29250n105 18,682 469,268 SH   SOLE   469,268 0 0
Entegris Inc COM 29362u104 2,295 104,575 SH   SOLE   104,575 0 0
Envestnet Inc COM 29404k106 3,416 86,275 SH   SOLE   86,275 0 0
Eplus Inc COM 294268107 6,578 88,775 SH   SOLE   88,775 0 0
EPR Properties COM 26884u109 26,767 372,435 SH   SOLE   372,435 0 0
Essity AB-Spon Adr COM 29729l102 1,375 50,327 SH   SOLE   50,327 0 0
Expedia Inc COM 30212p303 15,632 104,947 SH   SOLE   104,947 0 0
Fanuc Corporation - Unsp ADR COM 307305102 1,707 88,594 SH   SOLE   88,594 0 0
Financial Engines Inc COM 317485100 1,815 49,600 SH   SOLE   49,600 0 0
Fiserv Inc COM 337738108 24,769 202,459 SH   SOLE   202,459 0 0
Fresenius SE & Co COM 35804m105 2,336 109,132 SH   SOLE   109,132 0 0
G-iii Apparel Group Ltd COM 36237h101 1,232 49,375 SH   SOLE   49,375 0 0
Gemalto NV COM 36863n208 2,523 84,177 SH   SOLE   84,177 0 0
Genomic Health Inc COM 37244c101 2,379 73,075 SH   SOLE   73,075 0 0
Geospace Technologies Corp COM 37364x109 862 62,360 SH   SOLE   62,360 0 0
Givaudan SA COM 37636p108 2,342 58,471 SH   SOLE   58,471 0 0
Grupo Financiero Banorte SAB d COM 40052p107 3,351 105,339 SH   SOLE   105,339 0 0
Gulfport Energy Corp COM 402635304 725 49,125 SH   SOLE   49,125 0 0
Harris Corp Del COM 413875105 22,974 210,618 SH   SOLE   210,618 0 0
Healthcare Services Group Inc COM 421906108 2,998 64,025 SH   SOLE   64,025 0 0
HealthEquity COM 42226a107 4,100 82,275 SH   SOLE   82,275 0 0
Hexcel Corp New COM 428291108 15,127 286,548 SH   SOLE   286,548 0 0
Hilltop Holdings Inc COM 432748101 3,247 123,900 SH   SOLE   123,900 0 0
Hilton Grand Vacations Inc COM 43283x105 13,761 381,619 SH   SOLE   381,619 0 0
HMS Hldgs Corp COM 40425j101 2,689 145,350 SH   SOLE   145,350 0 0
Hologic Inc COM 436440101 28,139 620,084 SH   SOLE   620,084 0 0
Hormel Foods Corp COM 440452100 19,391 568,471 SH   SOLE   568,471 0 0
Host Hotels & Resorts Inc COM 44107p104 25,406 1,390,599 SH   SOLE   1,390,599 0 0
Humana Inc COM 444859102 14,765 61,361 SH   SOLE   61,361 0 0
Huntington Ingalls Inds Inc COM 446413106 20,877 112,143 SH   SOLE   112,143 0 0
Icu Med Inc COM 44930g107 7,361 42,670 SH   SOLE   42,670 0 0
Ii VI Inc COM 902104108 6,018 175,450 SH   SOLE   175,450 0 0
Impax Laboratories Inc COM 45256b101 1,534 95,275 SH   SOLE   95,275 0 0
Imperial Oil Ltd COM 453038408 2,431 83,313 SH   SOLE   83,313 0 0
Incyte Corp COM 45337c102 10,226 81,219 SH   SOLE   81,219 0 0
Innerworkings Inc COM 45773y105 1,701 146,675 SH   SOLE   146,675 0 0
Inphi Corporation COM 45772f107 1,271 37,050 SH   SOLE   37,050 0 0
Insperity Inc COM 45778q107 2,331 32,825 SH   SOLE   32,825 0 0
Installed Building Products COM 45780r101 3,632 68,600 SH   SOLE   68,600 0 0
InterActiveCorp COM 44919p508 15,694 152,017 SH   SOLE   152,017 0 0
Ionis Pharmaceuticals Inc COM 462222100 7,048 138,545 SH   SOLE   138,545 0 0
IPG Photonics Corp COM 44980x109 26,322 181,409 SH   SOLE   181,409 0 0
iRobot Corporation COM 462726100 5,961 70,850 SH   SOLE   70,850 0 0
J2 Global Inc COM 48123v102 6,246 73,400 SH   SOLE   73,400 0 0
Jack Henry & Assoc Inc COM 426281101 31,682 305,016 SH   SOLE   305,016 0 0
Japan Tobacco Inc - Unspon ADR COM 471105205 2,273 129,391 SH   SOLE   129,391 0 0
JGC Corp COM 466140100 2,783 85,807 SH   SOLE   85,807 0 0
JM Smucker Co COM 832696405 5,308 44,861 SH   SOLE   44,861 0 0
Keycorp New COM 493267108 25,989 1,386,799 SH   SOLE   1,386,799 0 0
Keysight Technologies Inc COM 49338l103 23,017 591,236 SH   SOLE   591,236 0 0
Komatsu Ltd COM 500458401 2,648 104,232 SH   SOLE   104,232 0 0
Kubota Corp COM 501173207 2,912 34,675 SH   SOLE   34,675 0 0
L'Oreal Co SA COM 502117203 2,138 51,375 SH   SOLE   51,375 0 0
Lam Research Corp COM 512807108 18,870 133,424 SH   SOLE   133,424 0 0
Lamar Advertising Co COM 512816109 36,069 490,272 SH   SOLE   490,272 0 0
Lear Corp COM 521865204 13,806 97,174 SH   SOLE   97,174 0 0
Lending Tree Inc COM 52603b107 7,250 42,100 SH   SOLE   42,100 0 0
LGI Homes Inc COM 50187t106 1,687 41,975 SH   SOLE   41,975 0 0
Lincoln National Corp COM 534187109 12,710 188,076 SH   SOLE   188,076 0 0
Lindblad Expeditions Holding COM 535219109 1,702 162,125 SH   SOLE   162,125 0 0
Macquarie Bank Ltd COM 55607p204 2,934 43,223 SH   SOLE   43,223 0 0
Manpower Inc COM 56418h100 26,306 235,614 SH   SOLE   235,614 0 0
Marathon Petroleum Corp COM 56585a102 11,942 228,197 SH   SOLE   228,197 0 0
MarketAxess Holdings Inc COM 57060d108 13,816 68,701 SH   SOLE   68,701 0 0
Martin Marietta Materials Inc COM 573284106 21,736 97,656 SH   SOLE   97,656 0 0
Masco Corp COM 574599106 14,764 386,381 SH   SOLE   386,381 0 0
Match Group Inc COM 57665r106 12,755 733,895 SH   SOLE   733,895 0 0
Mettler Toledo International COM 592688105 22,350 37,976 SH   SOLE   37,976 0 0
Micron Technology Inc COM 595112103 16,793 562,377 SH   SOLE   562,377 0 0
Mohawk Inds Inc COM 608190104 16,852 69,724 SH   SOLE   69,724 0 0
Molina Healthcare Inc COM 60855r100 42,514 614,535 SH   SOLE   614,535 0 0
Monro Muffler Brake Inc COM 610236101 4,005 95,925 SH   SOLE   95,925 0 0
Monster Beverage Corp COM 61174x109 16,057 323,204 SH   SOLE   323,204 0 0
MTN Group Ltd COM 62474m108 1,901 218,289 SH   SOLE   218,289 0 0
Muenchener Rueckversicherungs- COM 626188106 3,657 181,631 SH   SOLE   181,631 0 0
Nestle S A COM 641069406 20,324 233,232 SH   SOLE   233,232 0 0
Newmont Mining Corp COM 651639106 24,408 753,563 SH   SOLE   753,563 0 0
Nitto Denko Corp COM 654802206 2,651 64,467 SH   SOLE   64,467 0 0
Norfolk Southern Corp COM 655844108 22,050 181,187 SH   SOLE   181,187 0 0
Novartis AG - ADR COM 66987v109 19,638 235,276 SH   SOLE   235,276 0 0
Novo Nordisk A/S - ADR COM 670100205 23,253 542,151 SH   SOLE   542,151 0 0
NuVasive Inc COM 670704105 13,041 169,538 SH   SOLE   169,538 0 0
Nvr Inc COM 62944t105 6,113 2,536 SH   SOLE   2,536 0 0
NXP Semiconductors NV COM n6596x109 940 8,587 SH   SOLE   8,587 0 0
Oceaneering Intl Inc COM 675232102 15,596 682,858 SH   SOLE   682,858 0 0
Old Dominion Fght Lines Inc COM 679580100 11,133 116,889 SH   SOLE   116,889 0 0
Omega Healthcare Investors Inc COM 681936100 12,454 377,159 SH   SOLE   377,159 0 0
Omnicell Inc COM 68213n109 6,766 156,975 SH   SOLE   156,975 0 0
ON Semiconductor Corp COM 682189105 13,363 951,756 SH   SOLE   951,756 0 0
One Gas Inc COM 68235p108 20,364 291,704 SH   SOLE   291,704 0 0
Orbital ATK Inc COM 68557n103 24,023 244,236 SH   SOLE   244,236 0 0
Orix Corp COM 686330101 3,239 41,562 SH   SOLE   41,562 0 0
Outfront Media Inc COM 69007j106 26,902 1,163,595 SH   SOLE   1,163,595 0 0
Owens Corning Inc COM 690742101 15,113 225,835 SH   SOLE   225,835 0 0
Palo Alto Networks Inc COM 697435105 14,739 110,146 SH   SOLE   110,146 0 0
Pandora A/S COM 698341203 2,900 124,461 SH   SOLE   124,461 0 0
Parker Hannifin Corp COM 701094104 17,192 107,572 SH   SOLE   107,572 0 0
Parsley Energy Inc COM 701877102 19,783 712,894 SH   SOLE   712,894 0 0
Patterson Uti Energy Inc COM 703481101 21,182 1,049,136 SH   SOLE   1,049,136 0 0
Pegasystems Inc COM 705573103 5,556 95,225 SH   SOLE   95,225 0 0
Performance Food Group COM 71377a103 3,802 138,775 SH   SOLE   138,775 0 0
Pioneer Natural Resources Co COM 723787107 16,981 106,408 SH   SOLE   106,408 0 0
Polaris Industries Inc COM 731068102 12,258 132,903 SH   SOLE   132,903 0 0
PRA Group Inc COM 69354n106 3,053 80,560 SH   SOLE   80,560 0 0
PRA Health Sciences Inc COM 69354m108 5,224 69,650 SH   SOLE   69,650 0 0
Price T Rowe Group Inc COM 74144t108 8,560 115,346 SH   SOLE   115,346 0 0
Proofpoint Inc COM 743424103 12,720 146,494 SH   SOLE   146,494 0 0
Proto Labs Inc COM 743713109 3,837 57,050 SH   SOLE   57,050 0 0
Prudential Plc COM 74435k204 28,872 627,523 SH   SOLE   627,523 0 0
Public Storage COM 74460d109 21,335 102,310 SH   SOLE   102,310 0 0
Pulte Group Inc COM 745867101 9,408 383,545 SH   SOLE   383,545 0 0
PVH Corp COM 693656100 10,141 88,570 SH   SOLE   88,570 0 0
Qiagen N V COM n72482123 226 6,741 SH   SOLE   6,741 0 0
QTS Realty Trust Inc COM 74736a103 2,075 39,650 SH   SOLE   39,650 0 0
Radiant Logistics Inc COM 75025x100 1,466 272,525 SH   SOLE   272,525 0 0
Reckitt Benckiser Group PLC COM 756255204 2,805 138,733 SH   SOLE   138,733 0 0
Robert Half International Inc COM 770323103 16,714 348,726 SH   SOLE   348,726 0 0
Roche Holding Ltd - ADR COM 771195104 2,687 84,298 SH   SOLE   84,298 0 0
Rockwell Automation Inc COM 773903109 11,282 69,658 SH   SOLE   69,658 0 0
Ross Stores Inc COM 778296103 16,029 277,653 SH   SOLE   277,653 0 0
Royal Caribbean Cruises Ltd COM v7780t103 17,838 163,303 SH   SOLE   163,303 0 0
Royal Dutch Shell Plc COM 780259107 19,771 363,236 SH   SOLE   363,236 0 0
RPC Inc COM 749660106 11,871 587,394 SH   SOLE   587,394 0 0
Ryanair Holdings plc COM 783513203 26,088 242,433 SH   SOLE   242,433 0 0
S&P Global Inc. COM 78409v104 26,012 178,174 SH   SOLE   178,174 0 0
Sandvik AB COM 800212201 2,819 179,475 SH   SOLE   179,475 0 0
SAP SE COM 803054204 18,529 177,019 SH   SOLE   177,019 0 0
Science Applications Inte COM 808625107 11,513 165,844 SH   SOLE   165,844 0 0
Semtech Corp COM 816850101 5,153 144,150 SH   SOLE   144,150 0 0
Senior Housing Properties Trus COM 81721m109 17,642 863,114 SH   SOLE   863,114 0 0
ServiceNow Inc COM 81762p102 18,981 179,064 SH   SOLE   179,064 0 0
Siemens AG - ADR COM 826197501 2,834 41,297 SH   SOLE   41,297 0 0
Singapore Telecommunications L COM 82929r304 6,551 231,886 SH   SOLE   231,886 0 0
Skechers U S A Inc COM 830566105 26,933 912,994 SH   SOLE   912,994 0 0
Skf AB COM 784375404 24,295 1,200,485 SH   SOLE   1,200,485 0 0
Skyworks Solutions Inc COM 83088m102 15,748 164,124 SH   SOLE   164,124 0 0
Southwest Airlines Co COM 844741108 22,763 366,311 SH   SOLE   366,311 0 0
Steel Dynamics Inc COM 858119100 20,734 578,987 SH   SOLE   578,987 0 0
Stratasys Ltd Ord COM m85548101 1,698 72,845 SH   SOLE   72,845 0 0
Subaru Corporation COM 86428v104 3,926 233,048 SH   SOLE   233,048 0 0
SunTrust Banks Inc COM 867914103 37,539 661,835 SH   SOLE   661,835 0 0
Supernus Pharmaceuticals Inc COM 868459108 7,184 166,675 SH   SOLE   166,675 0 0
Svenska Cellulosa Aktiebolag COM 869587402 380 50,327 SH   SOLE   50,327 0 0
Sysmex Corp COM 87184p109 2,934 98,271 SH   SOLE   98,271 0 0
Taiwan Semiconductor Manufactu COM 874039100 6,439 184,187 SH   SOLE   184,187 0 0
Take-Two Interactive Software COM 874054109 12,106 164,972 SH   SOLE   164,972 0 0
TechnipFMC Plc COM g87110105 14,432 530,581 SH   SOLE   530,581 0 0
Teledyne Technologies Inc COM 879360105 5,007 39,225 SH   SOLE   39,225 0 0
Tenneco Inc COM 880349105 9,633 166,574 SH   SOLE   166,574 0 0
Texas Roadhouse Inc Common Sto COM 882681109 10,438 204,861 SH   SOLE   204,861 0 0
Textron Inc COM 883203101 17,596 373,581 SH   SOLE   373,581 0 0
Thor Industries Inc COM 885160101 45,879 438,954 SH   SOLE   438,954 0 0
Timken Co COM 887389104 15,858 342,866 SH   SOLE   342,866 0 0
Tokyo Electron Ltd-Unsp COM 889110102 2,705 80,183 SH   SOLE   80,183 0 0
Total S A COM 89151e109 2,827 57,005 SH   SOLE   57,005 0 0
Tyson Foods Inc COM 902494103 25,323 404,322 SH   SOLE   404,322 0 0
U S Physical Therapy Inc COM 90337l108 4,650 76,995 SH   SOLE   76,995 0 0
Ulta Beauty Inc COM 90384s303 12,573 43,756 SH   SOLE   43,756 0 0
Unilever Plc COM 904767704 323 5,964 SH   SOLE   5,964 0 0
United Rentals Inc COM 911363109 15,908 141,145 SH   SOLE   141,145 0 0
Universal Health Services Inc COM 913903100 13,931 114,110 SH   SOLE   114,110 0 0
UNUM GROUP COM 91529y106 13,219 283,477 SH   SOLE   283,477 0 0
US Silica Holdings Inc COM 90346e103 13,106 369,274 SH   SOLE   369,274 0 0
Vail Resorts Inc COM 91879q109 15,441 76,128 SH   SOLE   76,128 0 0
Veeco Instruments Inc COM 922417100 3,627 130,250 SH   SOLE   130,250 0 0
Veeva Systems Inc COM 922475108 11,314 184,541 SH   SOLE   184,541 0 0
Virtusa Corp COM 92827p102 1,818 61,825 SH   SOLE   61,825 0 0
Volkswagen ag COM 928662303 3,909 126,247 SH   SOLE   126,247 0 0
Voya Financial Inc COM 929089100 20,004 542,269 SH   SOLE   542,269 0 0
Vulcan Materials Co COM 929160109 18,148 143,259 SH   SOLE   143,259 0 0
WageWorks Inc COM 930427109 2,698 40,150 SH   SOLE   40,150 0 0
Wal-Mart de Mexico SAB de CV - COM 93114w107 20,872 897,746 SH   SOLE   897,746 0 0
Western Digital Corp COM 958102105 15,895 179,403 SH   SOLE   179,403 0 0
Westlake Chemical Corp COM 960413102 22,051 333,042 SH   SOLE   333,042 0 0
Wheaton Precious Metals Corp COM 962879102 5,059 254,365 SH   SOLE   254,365 0 0
White Mountains Insurance Grou COM g9618e107 14,259 16,415 SH   SOLE   16,415 0 0
Woodside Petroleum Ltd COM 980228308 2,294 100,129 SH   SOLE   100,129 0 0
Workday Inc COM 98138h101 13,583 140,029 SH   SOLE   140,029 0 0
WPP Plc COM 92937a102 3,297 31,275 SH   SOLE   31,275 0 0
Xcel Energy Inc COM 98389b100 40,030 872,485 SH   SOLE   872,485 0 0
Xilinx Inc COM 983919101 8,001 124,392 SH   SOLE   124,392 0 0
XL Group Ltd COM g98294104 19,892 454,145 SH   SOLE   454,145 0 0
Xylem Inc COM 98419m100 23,418 422,475 SH   SOLE   422,475 0 0
Bancolombia S A $1.185 PFD PFD 05968l102 29,592 664,251 SH   SOLE   664,251 0 0
Henkel AG & Co KGaA (PFD) ADR PFD 42550u208 21,135 153,781 SH   SOLE   153,781 0 0