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 H ADR 000304105 3,180 176,247 SH   SOLE   176,247 0 0
ABB LIMITED ADR 000375204 3,047 128,345 SH   SOLE   128,345 0 0
ABIOMED INC COM 003654100 107,665 369,996 SH   SOLE   369,996 0 0
ACXIOM CORPORATION COM 005125109 1,175 51,750 SH   SOLE   51,750 0 0
ADECCO GROUP AG ADR 006754204 3,482 98,077 SH   SOLE   98,077 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 20,675 739,199 SH   SOLE   739,199 0 0
AFFILIATED MANAGERS GROUP, INC. COM 008252108 12,348 65,134 SH   SOLE   65,134 0 0
AFLAC INCORPORATED COM 001055102 25,081 573,144 SH   SOLE   573,144 0 0
AGCO CORPORATION COM 001084102 17,567 270,884 SH   SOLE   270,884 0 0
AIR LIQUIDE S.A.(L') COM 009126202 3,169 129,506 SH   SOLE   129,506 0 0
ALASKA AIR GROUP, INC. COM 011659109 14,845 239,593 SH   SOLE   239,593 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 4,188 66,800 SH   SOLE   66,800 0 0
ALBEMARLE CORP COM 012653101 6,597 71,136 SH   SOLE   71,136 0 0
ALIGN TECHNOLOGY I COM 016255101 14,013 55,798 SH   SOLE   55,798 0 0
ALLIANZ SOCIETAS EUROPAEA-SE COM 018805101 23,269 1,031,635 SH   SOLE   1,031,635 0 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 11,044 282,752 SH   SOLE   282,752 0 0
ALMOST FAMILY INC COM 020409108 3,781 67,525 SH   SOLE   67,525 0 0
AMBARELLA INC COM G037AX101 3,634 74,175 SH   SOLE   74,175 0 0
AMERCO COM 023586100 11,142 32,286 SH   SOLE   32,286 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 22,429 1,125,384 SH   SOLE   1,125,384 0 0
AMERICAN WATER WOR COM 030420103 3,343 40,708 SH   SOLE   40,708 0 0
AMERIPRISE FINANCIAL, INC. COM 03076C106 15,038 101,648 SH   SOLE   101,648 0 0
AMN HEALTHCARE SVS COM 001744101 6,345 111,800 SH   SOLE   111,800 0 0
ANALOG DEVICES INC. COM 032654105 15,354 168,490 SH   SOLE   168,490 0 0
ANDEAVOR COM 03349M105 41,409 411,786 SH   SOLE   411,786 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105 13,477 157,462 SH   SOLE   157,462 0 0
ARISTA NETWORKS INC COM 040413106 68,718 269,164 SH   SOLE   269,164 0 0
ASPEN TECHNOLOGY, INC. COM 045327103 12,426 157,513 SH   SOLE   157,513 0 0
ASTELLAS PHARMA INC. COM 04623U102 3,516 231,381 SH   SOLE   231,381 0 0
ASTRONICS CORP COM 046433108 3,932 105,425 SH   SOLE   105,425 0 0
ATMOS ENERGY CORPORATION COM 049560105 69,545 825,560 SH   SOLE   825,560 0 0
AXA COM 054536107 3,782 142,369 SH   SOLE   142,369 0 0
BALCHEM CORP COM 057665200 4,756 58,183 SH   SOLE   58,183 0 0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. ADR 05946K101 3,692 467,343 SH   SOLE   467,343 0 0
BANCOLOMBIA S.A. ADR 05968L102 24,417 581,075 SH   SOLE   581,075 0 0
BASF SE ADR 055262505 3,913 154,306 SH   SOLE   154,306 0 0
BEST BUY CO., INC. COM 086516101 22,775 325,401 SH   SOLE   325,401 0 0
BHP BILLITON LIMITED ADR 088606108 18,219 410,066 SH   SOLE   410,066 0 0
BIG LOTS INC COM 089302103 7,950 182,631 SH   SOLE   182,631 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 7,695 94,914 SH   SOLE   94,914 0 0
BIOTELEMETRY INC COM 090672106 4,970 160,050 SH   SOLE   160,050 0 0
BLOCK(H&R)INC COM 093671105 20,920 823,303 SH   SOLE   823,303 0 0
BNP PARIBAS COM 05565A202 3,593 97,111 SH   SOLE   97,111 0 0
BOFI HLDG INC COM 05566U108 5,332 131,550 SH   SOLE   131,550 0 0
BRIT AMER TOBACCO ADR 110448107 2,949 51,117 SH   SOLE   51,117 0 0
BRUKER CORPORATION COM 116794108 5,709 190,800 SH   SOLE   190,800 0 0
BRUNSWICK CORPORATION COM 117043109 17,724 298,434 SH   SOLE   298,434 0 0
BWX TECHNOLOGIES INC COM 05605H100 24,266 381,961 SH   SOLE   381,961 0 0
CAMBREX CORP COM 132011107 4,762 91,050 SH   SOLE   91,050 0 0
CAMPING WORLD HOLDINGS INC COM 13462K109 2,661 82,512 SH   SOLE   82,512 0 0
CARBONITE INC COM 141337105 5,601 194,475 SH   SOLE   194,475 0 0
CARETRUST REIT INC REIT 14174T107 1,851 138,125 SH   SOLE   138,125 0 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,680 38,071 SH   SOLE   38,071 0 0
CASEYS GEN STORES COM 147528103 20,776 189,272 SH   SOLE   189,272 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 15,398 134,954 SH   SOLE   134,954 0 0
CELANESE CORPORATION COM 150870103 20,277 202,346 SH   SOLE   202,346 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 25,148 666,514 SH   SOLE   666,514 0 0
CHART INDUSTRIES INC COM 16115Q308 3,143 53,250 SH   SOLE   53,250 0 0
CHEESECAKE FACTORY COM 163072101 3,403 70,575 SH   SOLE   70,575 0 0
CHIPOTLE MEXICAN G COM 169656105 6,568 20,327 SH   SOLE   20,327 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 23,708 564,744 SH   SOLE   564,744 0 0
CMS ENERGY CORPORATION COM 125896100 2,280 50,340 SH   SOLE   50,340 0 0
CNO FINANCIAL GROUP, INC. COM 12621E103 4,873 224,875 SH   SOLE   224,875 0 0
COCA-COLA HBC AG ADR 191223205 2,768 75,296 SH   SOLE   75,296 0 0
COHEN & STEERS INC COM 19247A100 4,734 116,426 SH   SOLE   116,426 0 0
COHERENT INC COM 192479103 15,956 85,142 SH   SOLE   85,142 0 0
COLUMBIA BANKING SYSTEM, INC. COM 197236102 509 12,130 SH   SOLE   12,130 0 0
COMERICA INCORPORATED COM 200340107 48,569 506,295 SH   SOLE   506,295 0 0
COMPASS GROUP PLC COM 20449X401 3,148 154,172 SH   SOLE   154,172 0 0
CONAGRA BRANDS INC COM 205887102 9,364 253,898 SH   SOLE   253,898 0 0
CONTINENTAL AG ADR 210771200 3,877 70,266 SH   SOLE   70,266 0 0
COUSINS PROPERTIES INCORPORATED REIT 222795106 37,291 4,296,238 SH   SOLE   4,296,238 0 0
CRACKER BARREL OLD COM 22410J106 23,384 146,883 SH   SOLE   146,883 0 0
CREDICORP COM G2519Y108 26,610 117,206 SH   SOLE   117,206 0 0
CSL COM 12637N204 3,132 52,529 SH   SOLE   52,529 0 0
CUTERA INC COM 232109108 3,451 68,677 SH   SOLE   68,677 0 0
D.R. HORTON, INC. COM 23331A109 7,712 175,915 SH   SOLE   175,915 0 0
DARDEN RESTAURANTS, INC. COM 237194105 7,919 92,890 SH   SOLE   92,890 0 0
DASSAULT SYSTEMES COM 237545108 1,792 13,196 SH   SOLE   13,196 0 0
DESCARTES SYS GROUP INC COM 249906108 3,472 121,600 SH   SOLE   121,600 0 0
DEVON ENERGY CORPORATION COM 25179M103 16,811 528,811 SH   SOLE   528,811 0 0
DIAGEO PLC ADR 25243Q205 21,168 156,312 SH   SOLE   156,312 0 0
DNB ASA ADR 23328E106 3,543 182,815 SH   SOLE   182,815 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 129,802 1,291,181 SH   SOLE   1,291,181 0 0
DYCOM INDUSTRIES INC. COM 267475101 29,775 276,642 SH   SOLE   276,642 0 0
EBAY INC. COM 278642103 7,579 188,344 SH   SOLE   188,344 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 24,099 172,726 SH   SOLE   172,726 0 0
ELECTRONICS FOR IMAGING COM 286082102 2,491 91,150 SH   SOLE   91,150 0 0
ELLIE MAE INC COM 28849P100 8,745 95,114 SH   SOLE   95,114 0 0
ENBRIDGE INC COM 29250N105 17,598 559,198 SH   SOLE   559,198 0 0
ENTEGRIS INC COM 29362U104 4,170 119,825 SH   SOLE   119,825 0 0
ENVESTNET INC COM 29404K106 5,590 97,550 SH   SOLE   97,550 0 0
EPLUS INC COM 294268107 6,937 89,275 SH   SOLE   89,275 0 0
EPR PROPERTIES REIT 26884U109 25,546 461,125 SH   SOLE   461,125 0 0
ESSITY AKTIEBOLAG PUBL ADR 29729L102 3,574 129,809 SH   SOLE   129,809 0 0
EVERCORE INC COM 29977A105 16,919 194,022 SH   SOLE   194,022 0 0
EVEREST RE GROUP COM G3223R108 61,412 239,123 SH   SOLE   239,123 0 0
EXELIXIS, INC. COM 30161Q104 11,579 522,761 SH   SOLE   522,761 0 0
EXPEDIA GROUP INC COM 30212P303 15,168 137,380 SH   SOLE   137,380 0 0
FABRINET COM G3323L100 2,542 81,000 SH   SOLE   81,000 0 0
FANUC CORPORATION ADR 307305102 2,322 92,941 SH   SOLE   92,941 0 0
FINANCIAL ENGINES COM 317485100 3,746 107,025 SH   SOLE   107,025 0 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 44,083 2,341,093 SH   SOLE   2,341,093 0 0
FISERV INC. COM 337738108 14,592 204,626 SH   SOLE   204,626 0 0
FRESENIUS SE & CO KGAA ADR 35804M105 3,057 160,209 SH   SOLE   160,209 0 0
G-III APPAREL GP COM 36237H101 3,123 82,875 SH   SOLE   82,875 0 0
GARMIN LTD COM H2906T109 16,090 273,041 SH   SOLE   273,041 0 0
GENOMIC HEALTH INC COM 37244C101 2,488 79,500 SH   SOLE   79,500 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 732 74,160 SH   SOLE   74,160 0 0
GIVAUDAN SA ADR 37636P108 3,104 68,289 SH   SOLE   68,289 0 0
GPO FIN BANORTE ADR 40052P107 3,850 126,485 SH   SOLE   126,485 0 0
GRAINGER W W INC COM 384802104 18,117 64,182 SH   SOLE   64,182 0 0
GULFPORT ENERGY CORPORATION COM 402635304 1,090 112,925 SH   SOLE   112,925 0 0
HARRIS CORPORATION COM 413875105 45,439 281,742 SH   SOLE   281,742 0 0
HEALTHCARE SERVICE COM 421906108 3,392 78,012 SH   SOLE   78,012 0 0
HEALTHEQUITY INC COM 42226A107 5,632 93,025 SH   SOLE   93,025 0 0
HENKEL AG & CO. KGAA ADR 42550U208 22,151 168,569 SH   SOLE   168,569 0 0
HEXCEL CORPORATION COM 428291108 29,184 451,841 SH   SOLE   451,841 0 0
HILLTOP HOLDINGS INC COM 432748101 3,053 130,125 SH   SOLE   130,125 0 0
HILTON GRAND VACATIONS INC COM 43283X105 24,484 569,139 SH   SOLE   569,139 0 0
HMS HOLDINGS CORP COM 40425J101 2,783 165,250 SH   SOLE   165,250 0 0
HORMEL FOODS CORP COM 440452100 15,813 460,762 SH   SOLE   460,762 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 34,994 1,877,363 SH   SOLE   1,877,363 0 0
HUMANA INC. COM 444859102 14,991 55,762 SH   SOLE   55,762 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 15,218 59,040 SH   SOLE   59,040 0 0
HUNTSMAN CORPORATION COM 447011107 15,524 530,721 SH   SOLE   530,721 0 0
IAC INTERACTIVECORP COM 44919P508 16,966 108,489 SH   SOLE   108,489 0 0
ICU MEDICAL INC COM 44930G107 9,835 38,967 SH   SOLE   38,967 0 0
II-VI INCORPORATED COM 902104108 7,438 181,850 SH   SOLE   181,850 0 0
ILLUMINA INC COM 452327109 25,712 108,754 SH   SOLE   108,754 0 0
IMPAX LABORATORIES INC. COM 45256B101 2,098 107,875 SH   SOLE   107,875 0 0
IMPERIAL OIL LTD COM 453038408 2,795 105,464 SH   SOLE   105,464 0 0
IMPINJ INC COM 453204109 1,169 89,800 SH   SOLE   89,800 0 0
INNERWORKINGS INC COM 45773Y105 2,519 278,329 SH   SOLE   278,329 0 0
INPHI CORP COM 45772F107 2,165 71,925 SH   SOLE   71,925 0 0
INSPERITY INC COM 45778Q107 5,693 81,850 SH   SOLE   81,850 0 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 4,840 80,600 SH   SOLE   80,600 0 0
IONIS PHARMACEUTICALS, INC. COM 462222100 14,538 329,820 SH   SOLE   329,820 0 0
IPG PHOTONICS CORP COM 44980X109 15,539 66,583 SH   SOLE   66,583 0 0
IROBOT CORP COM 462726100 3,648 56,825 SH   SOLE   56,825 0 0
J2 GLOBAL, INC. COM 48123V102 6,554 83,050 SH   SOLE   83,050 0 0
JACK HENRY & ASSOC COM 426281101 22,623 187,045 SH   SOLE   187,045 0 0
JGC CORP ADR 466140100 2,741 63,923 SH   SOLE   63,923 0 0
KAO CORP COM 485537302 302 4,048 SH   SOLE   4,048 0 0
KEYCORP COM 493267108 28,929 1,479,730 SH   SOLE   1,479,730 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 45,366 865,924 SH   SOLE   865,924 0 0
KLA-TENCOR CORP COM 482480100 19,117 175,373 SH   SOLE   175,373 0 0
KOMATSU LTD COM 500458401 2,764 83,875 SH   SOLE   83,875 0 0
KUBOTA CORP ADR 501173207 3,023 34,851 SH   SOLE   34,851 0 0
L'OREAL S.A. ADR 502117203 2,764 61,289 SH   SOLE   61,289 0 0
L3 TECHNOLOGIES INC COM 502413107 9,879 47,497 SH   SOLE   47,497 0 0
LAM RESEARCH CORPORATION COM 512807108 17,152 84,427 SH   SOLE   84,427 0 0
LAMAR ADVERTISING COMPANY REIT 512816109 25,081 393,986 SH   SOLE   393,986 0 0
LEAR CORPORATION COM 521865204 14,410 77,436 SH   SOLE   77,436 0 0
LENDINGTREE INC COM 52603B107 31,920 97,274 SH   SOLE   97,274 0 0
LGI HOMES INC COM 50187T106 4,275 60,575 SH   SOLE   60,575 0 0
LINCOLN NATIONAL CORPORATION COM 534187109 14,721 201,491 SH   SOLE   201,491 0 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 1,799 175,150 SH   SOLE   175,150 0 0
LITTELFUSE INC COM 537008104 345 1,659 SH   SOLE   1,659 0 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 15,024 356,527 SH   SOLE   356,527 0 0
MACQUARIE GROUP LIMITED ADR 55607P204 3,146 39,854 SH   SOLE   39,854 0 0
MANPOWERGROUP INC COM 56418H100 24,182 210,094 SH   SOLE   210,094 0 0
MARATHON PETROLEUM COMPANY COM 56585A102 47,064 643,746 SH   SOLE   643,746 0 0
MARKETAXESS HLDGS COM 57060D108 14,781 67,976 SH   SOLE   67,976 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 18,635 89,894 SH   SOLE   89,894 0 0
MASCO CORPORATION COM 574599106 7,742 191,443 SH   SOLE   191,443 0 0
MATCH GROUP, INC. COM 57665R106 16,176 363,998 SH   SOLE   363,998 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 20,675 35,955 SH   SOLE   35,955 0 0
MICRON TECHNOLOGY INC. COM 595112103 19,885 381,374 SH   SOLE   381,374 0 0
MOHAWK INDUSTRIES, INC. COM 608190104 13,148 56,617 SH   SOLE   56,617 0 0
MOLINA HEALTHCARE, INC. COM 60855R100 21,612 266,220 SH   SOLE   266,220 0 0
MONRO INC COM 610236101 5,821 108,600 SH   SOLE   108,600 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 17,694 309,286 SH   SOLE   309,286 0 0
MTN GROUP LTD COM 62474M108 2,079 206,965 SH   SOLE   206,965 0 0
MUNICH RE GROUP ADR 626188106 3,215 138,428 SH   SOLE   138,428 0 0
NEKTAR THERAPEUTICS COM 640268108 38,241 359,878 SH   SOLE   359,878 0 0
NESTLE SA/AG COM 641069406 19,353 245,072 SH   SOLE   245,072 0 0
NEWFIELD EXPLORATION COMPANY COM 651290108 25,983 1,063,987 SH   SOLE   1,063,987 0 0
NEWMONT MINING CORPORATION COM 651639106 34,305 878,036 SH   SOLE   878,036 0 0
NITTO ELECTRIC INDUSTRIAL CO COM 654802206 3,842 103,273 SH   SOLE   103,273 0 0
NORFOLK SOUTHERN CORPORATION COM 655844108 20,215 148,879 SH   SOLE   148,879 0 0
NOVARTIS AG ADR 66987V109 15,936 197,105 SH   SOLE   197,105 0 0
NOVO-NORDISK AS ADR 670100205 21,228 431,020 SH   SOLE   431,020 0 0
NUVASIVE INC. COM 670704105 8,600 164,722 SH   SOLE   164,722 0 0
OCEANEERING INTERNATIONAL, INC. COM 675232102 10,432 562,666 SH   SOLE   562,666 0 0
OLD DOMINION FGHT COM 679580100 15,218 103,548 SH   SOLE   103,548 0 0
OLLIES BARGAIN OUTLET HOLDINGS INCORPORATION COM 681116109 228 3,787 SH   SOLE   3,787 0 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 6,714 248,296 SH   SOLE   248,296 0 0
OMNICELL INC COM 68213N109 7,406 170,650 SH   SOLE   170,650 0 0
ON SEMICONDUCTOR CORP. COM 682189105 19,034 778,187 SH   SOLE   778,187 0 0
ONE GAS, INC. COM 68235P108 17,457 264,425 SH   SOLE   264,425 0 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 16,808 67,945 SH   SOLE   67,945 0 0
ORIX CORPORATION ADR 686330101 4,079 45,394 SH   SOLE   45,394 0 0
OUTFRONT MEDIA INC REIT 69007J106 26,793 1,429,737 SH   SOLE   1,429,737 0 0
OWENS CORNING COM 690742101 16,524 205,521 SH   SOLE   205,521 0 0
PALO ALTO NETWORKS INC COM 697435105 19,058 104,991 SH   SOLE   104,991 0 0
PANDORA A /S ADR 698341203 3,444 128,477 SH   SOLE   128,477 0 0
PARKER-HANNIFIN CORPORATION COM 701094104 23,417 136,917 SH   SOLE   136,917 0 0
PARSLEY ENERGY INC COM 701877102 17,334 597,938 SH   SOLE   597,938 0 0
PATTERSON UTI ENEG COM 703481101 11,168 637,812 SH   SOLE   637,812 0 0
PAYCHEX INC COM 704326107 16,005 259,865 SH   SOLE   259,865 0 0
PEGASYSTEMS INC COM 705573103 6,506 107,275 SH   SOLE   107,275 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 4,681 156,825 SH   SOLE   156,825 0 0
PG&E CORPORATION COM 69331C108 9,436 214,800 SH   SOLE   214,800 0 0
PLEXUS CORP COM 729132100 2,037 34,100 SH   SOLE   34,100 0 0
POLARIS INDUSTRIES COM 731068102 15,485 135,214 SH   SOLE   135,214 0 0
POWER INTEGRATIONS COM 739276103 4,014 58,728 SH   SOLE   58,728 0 0
PRA GROUP INC COM 69354N106 3,368 88,632 SH   SOLE   88,632 0 0
PRA HEALTH SCIENCES INC COM 69354M108 6,531 78,725 SH   SOLE   78,725 0 0
PRICE T ROWE GROUP COM 74144T108 14,361 133,013 SH   SOLE   133,013 0 0
PROOFPOINT, INC. COM 743424103 16,642 146,434 SH   SOLE   146,434 0 0
PROTO LABS INC COM 743713109 7,608 64,725 SH   SOLE   64,725 0 0
PRUDENTIAL PLC ADR 74435K204 24,166 472,629 SH   SOLE   472,629 0 0
PVH CORPORATION COM 693656100 13,163 86,925 SH   SOLE   86,925 0 0
QTS REALTY TRUST INC REIT 74736A103 1,696 46,825 SH   SOLE   46,825 0 0
RADIANT LOGISTICS COM 75025X100 1,214 313,675 SH   SOLE   313,675 0 0
RECKITT BENCK GRP COM 756255204 3,617 213,681 SH   SOLE   213,681 0 0
RED HAT INC COM 756577102 18,734 125,302 SH   SOLE   125,302 0 0
ROBERT HALF INTL COM 770323103 15,977 275,982 SH   SOLE   275,982 0 0
ROCHE HOLDINGS AG ADR 771195104 3,400 118,886 SH   SOLE   118,886 0 0
ROCKWELL AUTOMATION, INC. COM 773903109 14,029 80,531 SH   SOLE   80,531 0 0
ROSS STORES INC COM 778296103 23,507 301,451 SH   SOLE   301,451 0 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 34,331 291,581 SH   SOLE   291,581 0 0
ROYAL DUTCH SHELL PLC COM 780259107 20,786 317,192 SH   SOLE   317,192 0 0
RPC INC COM 749660106 19,970 1,107,611 SH   SOLE   1,107,611 0 0
RSP PERMIAN INC COM 74978Q105 17,188 366,632 SH   SOLE   366,632 0 0
RYANAIR HOLDINGS PLC ADR 783513203 25,856 210,465 SH   SOLE   210,465 0 0
S&P GLOBAL INC COM 78409V104 23,615 123,600 SH   SOLE   123,600 0 0
SANDVIK A/B COM 800212201 3,513 192,993 SH   SOLE   192,993 0 0
SAP SE ADR 803054204 19,816 188,439 SH   SOLE   188,439 0 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 21,737 275,849 SH   SOLE   275,849 0 0
SEMTECH CORPORATION COM 816850101 6,259 160,274 SH   SOLE   160,274 0 0
SERVICENOW INC COM 81762P102 19,496 117,836 SH   SOLE   117,836 0 0
SIEMENS AG ADR 826197501 3,367 52,897 SH   SOLE   52,897 0 0
SINGAPORE TELECOMMUNICATIONS COM 82929R304 6,803 264,721 SH   SOLE   264,721 0 0
SIX FLAGS ENTERTAINMENT CORP. COM 83001A102 16,888 271,257 SH   SOLE   271,257 0 0
SKECHERS USA, INC. COM 830566105 11,454 294,525 SH   SOLE   294,525 0 0
SKF AB ADR 784375404 10,551 518,260 SH   SOLE   518,260 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 21,323 212,678 SH   SOLE   212,678 0 0
SPIRIT AIRLINES COM 848577102 13,063 345,757 SH   SOLE   345,757 0 0
SPRINT CORPORATION COM 85207U105 28,788 5,899,155 SH   SOLE   5,899,155 0 0
STEEL DYNAMICS, INC. COM 858119100 36,065 815,587 SH   SOLE   815,587 0 0
SUBARU CO LTD COM 86428V104 3,918 238,831 SH   SOLE   238,831 0 0
SUNTRUST BANKS, INC. COM 867914103 48,709 715,883 SH   SOLE   715,883 0 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 8,171 178,400 SH   SOLE   178,400 0 0
SYSMEX CORP COM 87184P109 2,967 66,141 SH   SOLE   66,141 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO. ADR 874039100 6,514 148,855 SH   SOLE   148,855 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC. COM 874054109 14,303 146,282 SH   SOLE   146,282 0 0
TECHNIPFMC PLC COM G87110105 11,846 402,252 SH   SOLE   402,252 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 7,969 42,575 SH   SOLE   42,575 0 0
TELEFLEX INCORPORATED COM 879369106 22,015 86,342 SH   SOLE   86,342 0 0
TENNECO INC. COM 880349105 5,442 99,183 SH   SOLE   99,183 0 0
TEXAS ROADHOUSE COM 882681109 12,966 224,405 SH   SOLE   224,405 0 0
TEXTRON INC. COM 883203101 31,466 533,591 SH   SOLE   533,591 0 0
THE CHEMOURS COMPANY LLC COM 163851108 25,211 517,571 SH   SOLE   517,571 0 0
THE CLOROX COMPANY COM 189054109 13,041 97,972 SH   SOLE   97,972 0 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 20,587 174,629 SH   SOLE   174,629 0 0
THE TIMKEN COMPANY COM 887389104 16,694 366,097 SH   SOLE   366,097 0 0
THE TRADE DESK INC COM 88339J105 2,894 58,325 SH   SOLE   58,325 0 0
THOR INDUSTRIES COM 885160101 25,077 217,741 SH   SOLE   217,741 0 0
TOKYO ELECTRON LTD COM 889110102 3,337 73,875 SH   SOLE   73,875 0 0
TOTAL S.A. ADR 89151E109 3,364 58,305 SH   SOLE   58,305 0 0
TYSON FOODS, INC. COM 902494103 15,988 218,448 SH   SOLE   218,448 0 0
ULTA BEAUTY INC COM 90384S303 6,995 34,246 SH   SOLE   34,246 0 0
UMPQUA HOLDINGS CO COM 904214103 38,421 1,794,537 SH   SOLE   1,794,537 0 0
UNILEVER PLC ADR 904767704 260 4,685 SH   SOLE   4,685 0 0
UNITED RENTALS, INC. COM 911363109 20,755 120,157 SH   SOLE   120,157 0 0
UNIVERSAL DISPLAY COM 91347P105 9,359 92,665 SH   SOLE   92,665 0 0
UNUM GROUP COM 91529Y106 16,288 342,114 SH   SOLE   342,114 0 0
US PHYSICAL THERAP COM 90337L108 7,089 87,195 SH   SOLE   87,195 0 0
VAIL RESORTS, INC. COM 91879Q109 14,105 63,624 SH   SOLE   63,624 0 0
VAREX IMAGING CORPORATION COM 92214X106 3,143 87,850 SH   SOLE   87,850 0 0
VEECO INSTRUMENTS INC. COM 922417100 2,411 141,800 SH   SOLE   141,800 0 0
VEEVA SYSTEMS INC COM 922475108 14,122 193,400 SH   SOLE   193,400 0 0
VIRTUSA CORP COM 92827P102 3,397 70,100 SH   SOLE   70,100 0 0
VOLKSWAGEN AKTIENGESELLSCHAFT COM 928662303 4,988 124,714 SH   SOLE   124,714 0 0
VOYA FINANCIAL INC COM 929089100 71,393 1,413,729 SH   SOLE   1,413,729 0 0
VULCAN MATERIALS COMPANY COM 929160109 15,519 135,930 SH   SOLE   135,930 0 0
W.R. BERKLEY CORPORATION COM 084423102 17,333 238,418 SH   SOLE   238,418 0 0
WAGEWORKS INC COM 930427109 3,336 73,800 SH   SOLE   73,800 0 0
WAL-MART DE MEXICO COM 93114W107 19,291 761,210 SH   SOLE   761,210 0 0
WESTERN DIGITAL CORP. COM 958102105 27,038 293,036 SH   SOLE   293,036 0 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 26,291 236,532 SH   SOLE   236,532 0 0
WHITE MOUNTNS INSU COM G9618E107 16,869 20,509 SH   SOLE   20,509 0 0
WILEY(JOHN)& SONS COM 968223206 316 4,956 SH   SOLE   4,956 0 0
WOODSIDE PETE LTD ADR 980228308 2,972 132,499 SH   SOLE   132,499 0 0
WORKDAY INC COM 98138H101 14,553 114,492 SH   SOLE   114,492 0 0
WPP PLC ADR 92937A102 2,100 26,400 SH   SOLE   26,400 0 0
XILINX INC. COM 983919101 14,164 196,073 SH   SOLE   196,073 0 0
XYLEM, INC. COM 98419M100 24,479 318,235 SH   SOLE   318,235 0 0