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
3M CO COM 88579Y101 270 1,230 SH   SOLE 0 0 0 1,230
ABBVIE COM 00287Y109 35,765 377,868 SH   SOLE 0 49,701 19 328,148
ADIDAS AG SPON ADR COM 00687A107 4,165 34,200 SH   SOLE 0 0 0 34,200
AERCAP HOLDINGS NV COM N00985106 22,280 439,271 SH   SOLE 0 148,050 0 291,221
ALIBABA GROUP HOLDING COM 01609W102 13,618 74,195 SH   SOLE 0 25,152 0 49,043
ALLIANZ AKTIENGESELLSCHAF ADR COM 018805101 1,647 72,612 SH   SOLE 0 58,413 0 14,199
ALPHABET INC COM 02079K305 31,990 30,844 SH   SOLE 0 4,605 4 26,235
ALTRIA GROUP INC COM COM 02209S103 23,357 374,798 SH   SOLE 0 68,732 49 306,017
AMDOCS LTD COM G02602103 20,423 306,104 SH   SOLE 0 102,813 0 203,291
AMERICAN INTL GROUP INC COM 026874784 14,334 263,393 SH   SOLE 0 3,093 0 260,300
AMERIPRISE FINANCIAL INC COM 03076C106 50,000 337,976 SH   SOLE 0 37,241 30 300,705
AMERISOURCE BERGEN CORP COM 03073E105 14,300 165,868 SH   SOLE 0 25,210 23 140,635
AMGEN INC COM 031162100 29,140 170,932 SH   SOLE 0 26,528 21 144,383
ANGLO AMERICAN PLC ADR COM 03485P300 3,450 295,000 SH   SOLE 0 0 0 295,000
ANTHEM, INC COM 036752103 43,242 196,824 SH   SOLE 0 19,377 14 177,433
AON CORP. COM G0408V102 12,944 92,242 SH   SOLE 0 31,594 0 60,648
APPLE COMPUTER INC COM 037833100 40,292 240,143 SH   SOLE 0 36,218 30 203,895
APPLIED MATERIALS COM 038222105 16,431 295,469 SH   SOLE 0 3,469 0 292,000
APTIV PLC ORDINARY COM G6095L109 61,318 721,649 SH   SOLE 0 161,280 47 560,322
ASHTEAD GROUP PLC UNSP COM 045055100 19,533 176,678 SH   SOLE 0 60,767 0 115,911
ASTRAZENECA PLC-SPONS ADR COM 046353108 1,165 33,315 SH   SOLE 0 33,315 0 0
AT&T INC COM COM 00206R102 1,373 38,528 SH   SOLE 0 25,560 0 12,968
AUTOZONE INC COM 053332102 13,970 21,535 SH   SOLE 0 535 0 21,000
AXA- SPONS ADR COM 054536107 15,368 578,179 SH   SOLE 0 218,909 0 359,270
B A S F A G COM 055262505 14,719 579,728 SH   SOLE 0 199,337 0 380,391
BAIDU INC COM 056752108 18,721 83,880 SH   SOLE 0 29,032 0 54,848
BANCO SANTANDER CHILE NEW COM 05965X109 24,684 736,619 SH   SOLE 0 249,766 0 486,853
BANCO SANTANDER MEXICO ADR COM 05969B103 12,573 1,753,463 SH   SOLE 0 586,110 0 1,167,353
BANCO SANTANDER SA ADS COM 05964H105 23,703 3,618,759 SH   SOLE 0 1,236,194 0 2,382,565
BANK NOVA SCOTIA HALIFAX COM 064149107 14,880 241,171 SH   SOLE 0 93,078 0 148,093
BANK OF AMERICA CORPORATION COM 060505104 43,361 1,445,827 SH   SOLE 0 216,487 175 1,229,165
BANK OF MONTREAL COM 063671101 21,907 289,909 SH   SOLE 0 98,723 0 191,186
BEST BUY INC COM COM 086516101 15,862 226,632 SH   SOLE 0 2,662 0 223,970
BIOGEN IDEC INC COM 09062x103 12,737 46,514 SH   SOLE 0 7,099 6 39,409
BLACKROCK INC COM 09247X101 30,357 56,038 SH   SOLE 0 8,641 6 47,391
BNP PARIBAS PA ADR COM 05565A202 22,860 613,781 SH   SOLE 0 208,395 0 405,386
BOEING & CO. COM 097023105 17,179 52,394 SH   SOLE 0 194 0 52,200
BOOKING HOLDINGS INC COM 09857L108 35,672 17,147 SH   SOLE 0 2,586 2 14,559
BRIDGESTONE CORPORATION COM 108441205 3,235 146,900 SH   SOLE 0 0 0 146,900
BRITISH AMERN TOB PLC ADR COM 110448107 14,385 249,352 SH   SOLE 0 57,214 0 192,138
CA INC. COM 12673P105 1,987 58,595 SH   SOLE 0 46,983 0 11,612
CAIXABANK UNSPON ADR COM 12803K109 3,257 2,048,600 SH   SOLE 0 0 0 2,048,600
CANADIAN NATL RY CO COM 136375102 13,346 182,498 SH   SOLE 0 63,111 0 119,387
CARDINAL HEALTH INC. COM 14149Y108 297 4,743 SH   SOLE 0 1,345 0 3,398
CARNIVAL CORP-CL A COM 143658300 36,308 553,647 SH   SOLE 0 84,442 71 469,134
CARNIVAL PLC COM 14365C103 24,974 381,269 SH   SOLE 0 110,447 0 270,822
CBS CORPORATION COM 124857202 18,074 351,712 SH   SOLE 0 50,486 49 301,177
CELGENE CORP COM 151020104 19,744 221,320 SH   SOLE 0 33,472 28 187,820
CEMEX COM 151290889 14,116 2,132,426 SH   SOLE 0 726,236 0 1,406,190
CHECK POINT SOFTWARE TECH COM M22465104 3,397 34,200 SH   SOLE 0 0 0 34,200
CHEVRON CORP NEW COM COM 166764100 1,569 13,759 SH   SOLE 0 9,570 0 4,189
CHINA COMM CONST GRP COM 168926103 6,153 299,490 SH   SOLE 0 103,296 0 196,194
CHINA LODGING GROUP LTD ADS COM 16949N109 279 2,119 SH   SOLE 0 2,119 0 0
CHINA OVERSEAS LAND & INVESTME COM 169403201 8,801 506,815 SH   SOLE 0 176,457 0 330,358
CHINA SHENH ADR COM 16942A302 3,096 308,700 SH   SOLE 0 0 0 308,700
CIGNA CORP COM 125509109 12,969 77,319 SH   SOLE 0 819 0 76,500
CISCO SYS INC COM COM 17275R102 45,210 1,054,077 SH   SOLE 0 186,368 107 867,602
CITIZENS FINANCIAL GROUP INC COM 174610105 52,168 1,242,670 SH   SOLE 0 186,622 145 1,055,903
CNOOC LTD COM 126132109 23,493 158,882 SH   SOLE 0 54,785 0 104,097
COGNIZANT TECH COM 192446102 17,737 220,335 SH   SOLE 0 33,090 27 187,218
COMPAGNIE FINANCIERE COM 204319107 3,472 388,200 SH   SOLE 0 0 0 388,200
CONOCOPHILLIPS COM 20825C104 13,382 225,699 SH   SOLE 0 34,322 27 191,350
CORESITE REALTY CORP. COM 21870Q105 7,835 78,149 SH   SOLE 0 11,739 11 66,399
CORNING INC COM 219350105 13,364 479,333 SH   SOLE 0 4,533 0 474,800
CRH PLC ADR COM 12626K203 15,572 457,733 SH   SOLE 0 155,434 0 302,299
CTRIP.COM INTL LTD ADS COM 22943F100 6,903 148,067 SH   SOLE 0 50,977 0 97,090
CVS CAREMARK CORPORATION COM COM 126650100 11,553 185,703 SH   SOLE 0 29,293 22 156,388
DANONE SPON ADR COM 23636T100 6,231 383,234 SH   SOLE 0 132,979 0 250,255
DANSKE BANK ADR COM 236363206 9,484 502,482 SH   SOLE 0 113,569 0 388,913
DBS GROUP HOLDINGS LTD COM 23304Y100 26,288 309,229 SH   SOLE 0 105,040 0 204,189
DELTA AIRLINES COM 247361702 22,679 413,775 SH   SOLE 0 61,903 51 351,821
DISCOVER FINANCIAL SERVICES COM 254709108 14,654 203,731 SH   SOLE 0 2,331 0 201,400
DOLLAR GENERAL CORP COM 256677105 15,573 166,463 SH   SOLE 0 1,763 0 164,700
DOWDUPONT INC. COM 26078J100 15,077 236,645 SH   SOLE 0 36,496 31 200,118
E ON SE SPONS ADR COM 268780103 8,091 725,043 SH   SOLE 0 243,650 0 481,393
EASTMAN CHEMICAL CO COM 277432100 18,897 178,989 SH   SOLE 0 26,787 22 152,180
EATON CORP PLC COM G29183103 2,043 25,560 SH   SOLE 0 20,822 0 4,738
EMERSON ELEC CO COM COM 291011104 1,799 26,337 SH   SOLE 0 18,745 0 7,592
ENERGY TRANSFER EQUITY LP Ltd Partn 29273V100 240 16,884 SH   SOLE 0 16,884 0 0
EXPRESS SCRIPTS HOLDING COMPAN COM 30219G108 22,588 326,984 SH   SOLE 0 19,950 14 307,020
EXXON MOBIL COM 30231G102 846 11,342 SH   SOLE 0 6,674 0 4,668
F5 NETWORKS COM 315616102 33,517 231,774 SH   SOLE 0 34,958 27 196,789
FACEBOOK INC. COM 30303M102 13,792 86,313 SH   SOLE 0 913 0 85,400
FEDEX CORP COM 31428X106 21,503 89,558 SH   SOLE 0 13,606 11 75,941
FIRST DATA CORP COM 32008D106 8,608 538,026 SH   SOLE 0 81,003 65 456,958
FOOT LOCKER INC COM 344849104 15,008 329,552 SH   SOLE 0 6,152 0 323,400
FRESENIUS MEDICAL CARE AG & CO COM 358029106 290 5,669 SH   SOLE 0 5,669 0 0
FUJIFILM HOLDINGS CORP COM 35958N107 19,033 474,532 SH   SOLE 0 163,224 0 311,308
GARMIN LTD COM H2906T109 1,479 25,091 SH   SOLE 0 20,146 0 4,945
GEELY AUTOMOBILE HLDGS COM 36847Q103 3,092 52,700 SH   SOLE 0 0 0 52,700
GENERAL ELECTRIC CO COM 369604103 137 10,130 SH   SOLE 0 9,530 0 600
GENERAL MILLS COM 370334104 679 15,077 SH   SOLE 0 3,818 0 11,259
GILEAD SCIENCES INC COM 375558103 18,976 251,702 SH   SOLE 0 39,858 34 211,810
GLAXOSMITHKLINE PLC COM 37733W105 754 19,292 SH   SOLE 0 19,292 0 0
GRIFOLS, S.A. ADR COM 398438408 20,574 970,472 SH   SOLE 0 319,255 0 651,217
H & R BLOCK INC COM 093671105 14,882 585,677 SH   SOLE 0 6,877 0 578,800
HDFC BANK LTD COM 40415F101 25,454 257,712 SH   SOLE 0 88,542 0 169,170
HOLLYSYS AUTOMATION, LTD COM G45667105 13,545 547,903 SH   SOLE 0 185,954 0 361,949
HOME DEPOT COM 437076102 44,691 250,735 SH   SOLE 0 37,723 29 212,983
HSBC HLDGS PLC ADR COM 404280406 1,538 32,267 SH   SOLE 0 25,416 0 6,851
HUMANA INC COM 444859102 465 1,729 SH   SOLE 0 270 0 1,459
ICON PLC - AMERICAN DEPOSITARY COM G4705A100 29,468 249,431 SH   SOLE 0 85,368 0 164,063
IHS MARKIT LTD COM G47567105 23,792 493,209 SH   SOLE 0 142,239 0 350,970
ILLINOIS TOOL WKS INC COM COM 452308109 42,200 269,373 SH   SOLE 0 39,521 33 229,819
INDUSTRIA DE DISENO TEXTIL S.A COM 455793109 3,163 201,500 SH   SOLE 0 0 0 201,500
ING GROUP N V COM 456837103 21,149 1,249,232 SH   SOLE 0 468,151 0 781,081
INTEL CORP COM 458140100 41,656 799,845 SH   SOLE 0 125,249 94 674,502
INTL. BUSINESS MACHS CO COM 459200101 362 2,359 SH   SOLE 0 0 0 2,359
INVESCO PLC COM G491BT108 35,281 1,102,181 SH   SOLE 0 264,609 80 837,492
IPG PHOTONICS COM 44980X109 17,427 74,670 SH   SOLE 0 11,113 9 63,548
IQVIA HOLDINGS INC COM 46266C105 26,689 272,032 SH   SOLE 0 40,824 33 231,175
ISHARES BARCLAYS TIPS BOND FUN ETF 464287176 395 3,496 SH   SOLE 0 3,496 0 0
ISHARES MSCI ACWI EX US ETF ETF 464288240 321 6,455 SH   SOLE 0 5,882 0 573
ITAU UNIBANCO HOLDINGS SA COM 465562106 17,673 1,132,930 SH   SOLE 0 390,201 0 742,729
J P MORGAN CHASE & CO COM 46625H100 53,971 490,775 SH   SOLE 0 70,801 0 419,974
JOHNSON & JOHNSON COM COM 478160104 898 7,468 SH   SOLE 0 4,497 58 2,913
JOHNSON CONTROLS INTERNATIONAL COM G51502105 244 6,910 SH   SOLE 0 2,665 0 4,245
JULIUS BAER GROUP LTD ADR COM 48137C108 865 70,564 SH   SOLE 0 69,374 0 1,190
KB FINANCIAL GROUP INC COM 48241A105 3,314 57,200 SH   SOLE 0 0 0 57,200
KENTUCKY BANCSHARES INC COM 491203105 389 8,400 SH   SOLE 0 8,400 0 0
KOHLS CORP COM 500255104 2,107 32,173 SH   SOLE 0 24,777 0 7,396
KOMATSU LTD COM 500458401 15,174 450,947 SH   SOLE 0 123,986 0 326,961
KONINKLIJKE COM 500467501 3,745 157,900 SH   SOLE 0 0 0 157,900
KUBOTA CORPORATION ADR COM 501173207 17,210 193,590 SH   SOLE 0 66,899 0 126,691
LAM RESEARCH COM 512807108 16,816 82,773 SH   SOLE 0 973 0 81,800
LAZARD LTD COM G54050102 22,457 427,257 SH   SOLE 0 137,157 0 290,100
LINCOLN NATIONAL CORP COM 534187109 33,762 462,124 SH   SOLE 0 69,192 54 392,878
LOWE'S CO. COM 548661107 14,997 170,910 SH   SOLE 0 1,810 0 169,100
LVMH Moet Hennessy COM 502441306 21,925 355,639 SH   SOLE 0 120,428 0 235,211
LYONDELLBASELL INDUSTRIES COM N53745100 19,664 186,079 SH   SOLE 0 71,790 0 114,289
MAGNA INTERNATIONAL INC COM 559222401 19,592 347,691 SH   SOLE 0 99,151 0 248,540
MAKITA CORP ADR COM 560877300 24,464 493,584 SH   SOLE 0 165,072 0 328,512
MARATHON PETROLEUM CORP COM 56585A102 48,003 656,587 SH   SOLE 0 80,025 61 576,501
MCDONALDS CORP COM 580135101 954 6,101 SH   SOLE 0 3,654 0 2,447
MCKESSON CORP COM COM 58155Q103 13,981 99,244 SH   SOLE 0 1,244 0 98,000
MELCO RESORTS AND ENTERTAINMEN COM 585464100 24,830 856,784 SH   SOLE 0 244,916 0 611,868
MICROSOFT CORP COM 594918104 1,295 14,189 SH   SOLE 0 8,256 0 5,933
MITSUBISHI UFJ FINL GROUP ADR COM 606822104 22,174 3,339,440 SH   SOLE 0 1,149,071 0 2,190,369
MOBILE TELESYSTEMS OJSC COM 607409109 19,448 1,707,501 SH   SOLE 0 572,447 0 1,135,054
MOMO INC COM 60879B107 7,043 188,408 SH   SOLE 0 65,273 0 123,135
MORGAN STANLEY COM NEW COM 617446448 44,454 823,847 SH   SOLE 0 123,389 100 700,358
MS & AD INSURANCE GROUP COM 553491101 3,269 209,400 SH   SOLE 0 0 0 209,400
NATIONAL GRID TRANSCO PLC ADR COM 636274409 1,368 24,256 SH   SOLE 0 19,749 0 4,507
NAVIENT CORPORATION COM 63938C108 15,087 1,149,904 SH   SOLE 0 13,504 0 1,136,400
NETAPP COM 64110D104 17,377 281,684 SH   SOLE 0 2,984 0 278,700
NETEASE INC. ADR COM 64110W102 18,821 67,121 SH   SOLE 0 19,482 0 47,639
NEW ORIENTAL EDUCATION ADR COM 647581107 19,377 221,070 SH   SOLE 0 75,931 0 145,139
NIPPON TELEG & TEL CORP COM 654624105 18,475 396,902 SH   SOLE 0 130,636 0 266,266
NTT DOCOMO, IN COM 62942M201 256 10,012 SH   SOLE 0 10,012 0 0
NUVEEN KENTUCKY MUNICIPAL BOND COM 67065R804 1,447 136,021 SH   SOLE 0 18,365 0 117,656
NVIDIA CORP COM 67066g104 15,484 66,859 SH   SOLE 0 9,825 7 57,027
NVR INC COM 62944T105 41,337 14,763 SH   SOLE 0 2,173 2 12,588
O REILLY AUTOMOTIVE INC COM 67103H107 15,545 62,838 SH   SOLE 0 738 0 62,100
OMEGA HEALTHCARE INVS COM 681936100 990 36,602 SH   SOLE 0 28,869 0 7,733
ON SEMICONDUCTOR CORP COM 682189105 45,455 1,858,317 SH   SOLE 0 278,507 213 1,579,597
ORIX CORP ADR COM 686330101 25,451 283,224 SH   SOLE 0 95,234 0 187,990
OSHKOSH CORPORATION COM 688239201 22,960 297,147 SH   SOLE 0 44,447 38 252,662
PACWEST BANCORP COM 695263103 1,353 27,314 SH   SOLE 0 22,319 0 4,995
PEPSICO INC COM COM 713448108 218 1,994 SH   SOLE 0 1,194 0 800
PHILIP MORRIS INTL INC COM COM 718172109 2,291 23,051 SH   SOLE 0 18,558 0 4,493
PHILLIPS 66 COM 718546104 265 2,766 SH   SOLE 0 1,040 0 1,726
PJSC LUKOIL CO ADR COM 69343P105 7,086 102,357 SH   SOLE 0 35,296 0 67,061
PLAINS ALL AMERICAN PIPELINE L COM 726503105 208 9,460 SH   SOLE 0 9,200 0 260
PROCTER & GAMBLE COM 742718109 704 8,880 SH   SOLE 0 3,391 0 5,489
PUBLIC SVC ENTERPRISE COM 744573106 262 5,207 SH   SOLE 0 0 0 5,207
PULTEGROUP INC. COM 745867101 45,657 1,548,223 SH   SOLE 0 168,749 146 1,379,328
QORVO, INC COM 74736K101 30,686 435,576 SH   SOLE 0 65,333 50 370,193
RELX PLX COM 759530108 269 12,859 SH   SOLE 0 12,859 0 0
REPSOL S.A. COM 76026T205 32,527 1,825,332 SH   SOLE 0 631,184 0 1,194,148
RIO TINTO PLC ADR COM 767204100 53,190 1,032,212 SH   SOLE 0 239,341 70 792,801
ROCHE HLDG LTD COM 771195104 3,326 116,200 SH   SOLE 0 0 0 116,200
ROSS STORES INC COM COM 778296103 276 3,544 SH   SOLE 0 0 0 3,544
ROYAL BANK OF CANADA COM 780087102 3,223 41,700 SH   SOLE 0 0 0 41,700
ROYAL DUTCH SHELL PLC COM 780259206 74,810 1,172,379 SH   SOLE 0 291,001 79 881,299
RYANAIR HOLDINGS PLC ADR COM 783513203 29,725 241,964 SH   SOLE 0 73,494 0 168,470
SBERBANK OF RUSSIA COM 80585Y308 29,662 1,590,717 SH   SOLE 0 481,937 0 1,108,780
SEKISUI HOUSE, LTD COM 816078307 3,469 187,700 SH   SOLE 0 0 0 187,700
SEMPRA ENERGY COM 816851109 8,917 80,168 SH   SOLE 0 12,709 10 67,449
SENSATA TECHNOLOGIES HOLDING P COM G8060N102 21,284 410,647 SH   SOLE 0 139,405 0 271,242
SHAW COMMUNICATIONS COM 82028K200 1,141 59,250 SH   SOLE 0 47,631 0 11,619
SOFTBANK CORP UNSP ADR COM 83404D109 15,145 405,037 SH   SOLE 0 139,779 0 265,258
SOUTH32 COM 84473l105 2,875 231,100 SH   SOLE 0 0 0 231,100
SOUTHWEST AIRLINES COM 844741108 23,971 418,500 SH   SOLE 0 61,593 57 356,850
STATE STR CORP COM COM 857477103 25,692 257,619 SH   SOLE 0 38,896 31 218,692
SUBARU CORP ADR COM 86428V104 3,443 207,800 SH   SOLE 0 0 0 207,800
SUMITOMO MITSUI FINCL GR COM 86562M209 16,038 1,886,809 SH   SOLE 0 651,604 0 1,235,205
SUN LIFE FINANCIAL COM 866796105 15,229 370,368 SH   SOLE 0 143,135 0 227,233
SUNTRUST BANKS INC COM 867914103 34,298 504,092 SH   SOLE 0 75,836 56 428,200
TAIWAN SEMICONDUCTOR MFG CO AD COM 874039100 27,912 637,848 SH   SOLE 0 220,436 0 417,412
TAPESTRY COM 876030107 1,976 37,550 SH   SOLE 0 30,191 0 7,359
TE CONNECTIVITY LTD. COM H84989104 39,640 396,794 SH   SOLE 0 60,330 43 336,421
TJX COMPANIES COM 872540109 16,671 204,400 SH   SOLE 0 2,400 0 202,000
TOKYO ELECTRON LTD COM 889110102 19,659 425,950 SH   SOLE 0 122,037 0 303,913
TOTAL SA COM 89151E109 78,050 1,352,913 SH   SOLE 0 319,477 99 1,033,337
TRACTOR SUPPLY COM 892356106 13,053 207,132 SH   SOLE 0 2,432 0 204,700
UBS GROUP AG COM H42097107 15,483 876,694 SH   SOLE 0 302,148 0 574,546
ULTA SALON COSMETICS & FRAGR COM 90384S303 13,952 68,301 SH   SOLE 0 801 0 67,500
UNILEVER NV COM 904784709 3,740 66,317 SH   SOLE 0 66,317 0 0
UNION PAC CORP COM COM 907818108 21,830 162,387 SH   SOLE 0 24,460 21 137,906
UNITED HEALTHCARE CORP COM 91324p102 55,780 260,652 SH   SOLE 0 39,360 31 221,261
UNITED RENTALS INC COM 911363109 46,713 270,442 SH   SOLE 0 40,683 32 229,727
UNITED TECHNOLOGIES CORP COM COM 913017109 33,632 267,304 SH   SOLE 0 40,736 33 226,535
VANGUARD BD INDEX FD INC Short Term ond 921937827 1,022 13,023 SH   SOLE 0 13,023 0 0
VANGUARD INTERMEDIATE-TERM COR Int Term Corp 92206C870 344 4,058 SH   SOLE 0 4,058 0 0
VEDANTA LTD ADR COM 92242Y100 2,990 170,200 SH   SOLE 0 0 0 170,200
VERIZON COMMUNICATIONS COM 92343V104 12,683 265,207 SH   SOLE 0 51,724 32 213,451
VERMILION ENERGY INC COM 923725105 918 28,440 SH   SOLE 0 22,906 0 5,534
WALGREENS BOOT ALLIANCE, INC COM 931427108 13,766 210,262 SH   SOLE 0 2,642 0 207,620
WESTPAC BKG CORP COM 961214301 1,225 55,228 SH   SOLE 0 41,705 0 13,523
WNS HOLDINGS LTD COM 92932M101 18,357 404,968 SH   SOLE 0 136,722 0 268,246
WPP PLC ADR COM 92937A102 2,959 37,200 SH   SOLE 0 0 0 37,200
WYNDHAM WORLDWIDE CORP COM 98310W108 39,546 345,586 SH   SOLE 0 32,025 23 313,538
YANDEX N.V. COM N97284108 21,712 550,357 SH   SOLE 0 191,972 0 358,385
YUM! BRANDS INC COM 988498101 16,331 191,832 SH   SOLE 0 2,032 0 189,800
YY INC ADS COM 98426T106 21,400 203,424 SH   SOLE 0 69,988 0 133,436