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 3,136 530,032 SH   SOLE   530,032 0 0
ABB LIMITED ADR 000375204 2,956 156,652 SH   SOLE   156,652 0 0
ABIOMED INC COM 003654100 33,360 116,812 SH   SOLE   116,812 0 0
ACUITY BRANDS, INC. COM 00508Y102 17,384 144,858 SH   SOLE   144,858 0 0
ADECCO GROUP AG ADR 006754204 3,428 128,529 SH   SOLE   128,529 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 21,919 616,927 SH   SOLE   616,927 0 0
AFLAC INCORPORATED COM 001055102 18,472 369,448 SH   SOLE   369,448 0 0
AGNC INVESTMENT CORP REIT 00123Q104 103,624 5,756,902 SH   SOLE   5,756,902 0 0
AIR LIQUIDE S.A.(L') ADR 009126202 2,653 104,218 SH   SOLE   104,218 0 0
ALASKA AIR GROUP, INC. COM 011659109 13,943 248,458 SH   SOLE   248,458 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 5,034 70,319 SH   SOLE   70,319 0 0
ALBEMARLE CORP COM 012653101 20,030 244,329 SH   SOLE   244,329 0 0
ALIGN TECHNOLOGY I COM 016255101 22,547 79,298 SH   SOLE   79,298 0 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 19,095 857,650 SH   SOLE   857,650 0 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 10,514 234,071 SH   SOLE   234,071 0 0
AMBARELLA INC COM G037AX101 3,099 71,743 SH   SOLE   71,743 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 22,353 1,008,266 SH   SOLE   1,008,266 0 0
AMERICAN WATER WOR COM 030420103 20,197 193,720 SH   SOLE   193,720 0 0
AMN HEALTHCARE SVS COM 001744101 4,844 102,865 SH   SOLE   102,865 0 0
ANALOG DEVICES INC. COM 032654105 10,226 97,145 SH   SOLE   97,145 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105 16,998 525,917 SH   SOLE   525,917 0 0
ARISTA NETWORKS INC COM 040413106 153,873 489,326 SH   SOLE   489,326 0 0
ASPEN TECHNOLOGY, INC. COM 045327103 12,684 121,657 SH   SOLE   121,657 0 0
ASTELLAS PHARMA INC. ADR 04623U102 3,156 210,640 SH   SOLE   210,640 0 0
ASTRONICS CORP COM 046433108 4,360 133,254 SH   SOLE   133,254 0 0
ATMOS ENERGY CORPORATION COM 049560105 55,145 535,749 SH   SOLE   535,749 0 0
ATOS SE ADR 04962A105 260 13,437 SH   SOLE   13,437 0 0
AVALONBAY COMMUNITIES, INC. REIT 053484101 48,288 240,564 SH   SOLE   240,564 0 0
AXA ADR 054536107 3,236 128,498 SH   SOLE   128,498 0 0
AXOS FINANCIAL INC COM 05465C100 3,703 127,852 SH   SOLE   127,852 0 0
BALCHEM CORP COM 057665200 5,286 56,963 SH   SOLE   56,963 0 0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. ADR 05946K101 3,524 615,028 SH   SOLE   615,028 0 0
BANCOLOMBIA S.A. ADR 05968L102 16,091 315,146 SH   SOLE   315,146 0 0
BASF SE ADR 055262505 3,029 164,685 SH   SOLE   164,685 0 0
BEST BUY INC COM 086516101 37,709 530,667 SH   SOLE   530,667 0 0
BHP GROUP LTD ADR 088606108 16,183 296,011 SH   SOLE   296,011 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 17,634 198,515 SH   SOLE   198,515 0 0
BIOTELEMETRY INC COM 090672106 7,920 126,479 SH   SOLE   126,479 0 0
BLUCORA, INC. COM 095229100 4,258 127,556 SH   SOLE   127,556 0 0
BNP PARIBAS ADR 05565A202 3,211 134,227 SH   SOLE   134,227 0 0
BRIT AMER TOBACCO ADR 110448107 2,920 69,991 SH   SOLE   69,991 0 0
BRUKER CORPORATION COM 116794108 6,757 175,788 SH   SOLE   175,788 0 0
BURLINGTON STORES INC. COM 122017106 4,187 26,725 SH   SOLE   26,725 0 0
BWX TECHNOLOGIES INC COM 05605H100 31,432 633,972 SH   SOLE   633,972 0 0
CAMBREX CORP COM 132011107 3,364 86,596 SH   SOLE   86,596 0 0
CANADIAN NAT RES LTD COM 136385101 216 7,839 SH   SOLE   7,839 0 0
CARBONITE INC COM 141337105 4,598 185,338 SH   SOLE   185,338 0 0
CARETRUST REIT INC REIT 14174T107 3,446 146,889 SH   SOLE   146,889 0 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,703 37,151 SH   SOLE   37,151 0 0
CASEYS GEN STORES COM 147528103 17,665 137,185 SH   SOLE   137,185 0 0
CENTENE CORPORATION COM 15135B101 12,929 243,483 SH   SOLE   243,483 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 5,515 134,896 SH   SOLE   134,896 0 0
CHART INDUSTRIES INC COM 16115Q308 4,701 51,937 SH   SOLE   51,937 0 0
CHEESECAKE FACTORY COM 163072101 3,757 76,793 SH   SOLE   76,793 0 0
CMS ENERGY CORPORATION COM 125896100 48,584 874,753 SH   SOLE   874,753 0 0
CNO FINANCIAL GROUP, INC. COM 12621E103 2,702 166,976 SH   SOLE   166,976 0 0
COCA-COLA HBC AG ADR 191223205 2,118 61,916 SH   SOLE   61,916 0 0
COGNEX CORP COM 192422103 13,115 257,870 SH   SOLE   257,870 0 0
COHEN & STEERS INC COM 19247A100 5,034 119,096 SH   SOLE   119,096 0 0
COMPASS GROUP PLC ADR 20449X401 3,164 134,568 SH   SOLE   134,568 0 0
CONTINENTAL AG ADR 210771200 3,622 240,378 SH   SOLE   240,378 0 0
CORE LABORATORIES COM N22717107 3,364 48,803 SH   SOLE   48,803 0 0
COUSINS PROPERTIES INCORPORATED REIT 222795106 42,443 4,393,733 SH   SOLE   4,393,733 0 0
CRACKER BARREL OLD COM 22410J106 4,159 25,736 SH   SOLE   25,736 0 0
CREDICORP COM G2519Y108 16,191 67,478 SH   SOLE   67,478 0 0
CSL ADR 12637N204 2,791 40,308 SH   SOLE   40,308 0 0
D.R. HORTON, INC. COM 23331A109 21,772 526,155 SH   SOLE   526,155 0 0
DARDEN RESTAURANTS, INC. COM 237194105 26,782 220,479 SH   SOLE   220,479 0 0
DASSAULT SYSTEMES ADR 237545108 1,806 12,114 SH   SOLE   12,114 0 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 4,459 89,418 SH   SOLE   89,418 0 0
DESCARTES SYS GROUP INC COM 249906108 4,428 121,716 SH   SOLE   121,716 0 0
DIAGEO PLC ADR 25243Q205 17,103 104,538 SH   SOLE   104,538 0 0
DIAMONDBACK ENERGY INC COM 25278X109 19,653 193,567 SH   SOLE   193,567 0 0
DNB ASA ADR 23328E106 3,247 176,108 SH   SOLE   176,108 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 47,154 733,233 SH   SOLE   733,233 0 0
DYCOM INDUSTRIES INC. COM 267475101 10,690 232,704 SH   SOLE   232,704 0 0
EAGLE MATERIALS INC. COM 26969P108 8,355 99,110 SH   SOLE   99,110 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 2,777 54,995 SH   SOLE   54,995 0 0
EBAY INC. COM 278642103 33,081 890,717 SH   SOLE   890,717 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 23,657 123,647 SH   SOLE   123,647 0 0
ELECTRONICS FOR IMAGING COM 286082102 2,538 94,356 SH   SOLE   94,356 0 0
ENBRIDGE INC COM 29250N105 13,455 371,071 SH   SOLE   371,071 0 0
ENCANA CORP COM 292505104 37,358 5,159,989 SH   SOLE   5,159,989 0 0
ENTEGRIS INC COM 29362U104 4,047 113,406 SH   SOLE   113,406 0 0
ENVESTNET INC COM 29404K106 5,671 86,725 SH   SOLE   86,725 0 0
EPLUS INC COM 294268107 4,605 52,009 SH   SOLE   52,009 0 0
EPR PROPERTIES REIT 26884U109 57,885 752,733 SH   SOLE   752,733 0 0
ESSITY AKTIEBOLAG (PUBL) ADR 29729L102 3,084 106,706 SH   SOLE   106,706 0 0
EVERCORE INC COM 29977A105 27,596 303,248 SH   SOLE   303,248 0 0
EXPEDIA GROUP INC COM 30212P303 17,718 148,891 SH   SOLE   148,891 0 0
FABRINET COM G3323L100 4,134 78,957 SH   SOLE   78,957 0 0
FANUC CORPORATION ADR 307305102 2,065 121,036 SH   SOLE   121,036 0 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 30,134 2,155,496 SH   SOLE   2,155,496 0 0
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 30,137 731,123 SH   SOLE   731,123 0 0
FOOT LOCKER INC COM 344849104 20,011 330,213 SH   SOLE   330,213 0 0
FRESENIUS SE & CO. KGAA ADR 35804M105 3,331 238,444 SH   SOLE   238,444 0 0
G-III APPAREL GP COM 36237H101 4,044 101,195 SH   SOLE   101,195 0 0
GARMIN LTD COM H2906T109 27,223 315,269 SH   SOLE   315,269 0 0
GENOMIC HEALTH INC COM 37244C101 4,616 65,893 SH   SOLE   65,893 0 0
GILDAN ACTIVEWEAR INC COM 375916103 222 6,170 SH   SOLE   6,170 0 0
GIVAUDAN SA ADR 37636P108 2,498 48,891 SH   SOLE   48,891 0 0
GPO FIN BANORTE ADR 40052P107 3,706 136,347 SH   SOLE   136,347 0 0
GRAINGER W W INC COM 384802104 24,092 80,060 SH   SOLE   80,060 0 0
GREEN DOT CORP COM 39304D102 3,355 55,316 SH   SOLE   55,316 0 0
HARRIS CORPORATION COM 413875105 8,401 52,602 SH   SOLE   52,602 0 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 31,214 972,095 SH   SOLE   972,095 0 0
HEALTHCARE SERVICE COM 421906108 3,216 97,494 SH   SOLE   97,494 0 0
HEALTHEQUITY INC COM 42226A107 5,137 69,441 SH   SOLE   69,441 0 0
HENKEL AG & CO. KGAA ADR 42550U208 17,646 690,772 SH   SOLE   690,772 0 0
HEXCEL CORPORATION COM 428291108 20,166 291,587 SH   SOLE   291,587 0 0
HILLTOP HOLDINGS INC COM 432748101 2,496 136,757 SH   SOLE   136,757 0 0
HILTON GRAND VACATIONS INC COM 43283X105 22,163 718,404 SH   SOLE   718,404 0 0
HMS HOLDINGS CORP COM 40425J101 4,061 137,157 SH   SOLE   137,157 0 0
HORMEL FOODS CORP COM 440452100 14,343 320,433 SH   SOLE   320,433 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 61,828 3,271,304 SH   SOLE   3,271,304 0 0
HUMANA INC. COM 444859102 3,900 14,662 SH   SOLE   14,662 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 19,492 94,075 SH   SOLE   94,075 0 0
HUNTSMAN CORPORATION COM 447011107 35,789 1,591,335 SH   SOLE   1,591,335 0 0
IAC INTERACTIVECORP COM 44919P508 27,194 129,428 SH   SOLE   129,428 0 0
ICU MEDICAL INC COM 44930G107 7,849 32,796 SH   SOLE   32,796 0 0
II-VI INCORPORATED COM 902104108 5,903 158,500 SH   SOLE   158,500 0 0
IMPERIAL OIL LTD COM 453038408 2,449 89,467 SH   SOLE   89,467 0 0
IMPINJ INC COM 453204109 1,484 88,548 SH   SOLE   88,548 0 0
INCYTE CORPORATION. COM 45337C102 4,448 51,718 SH   SOLE   51,718 0 0
INPHI CORP COM 45772F107 3,063 70,025 SH   SOLE   70,025 0 0
INSPERITY INC COM 45778Q107 9,352 75,624 SH   SOLE   75,624 0 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 3,855 79,485 SH   SOLE   79,485 0 0
IONIS PHARMACEUTICALS, INC. COM 462222100 24,174 297,815 SH   SOLE   297,815 0 0
IPG PHOTONICS CORP COM 44980X109 21,413 141,076 SH   SOLE   141,076 0 0
IROBOT CORP COM 462726100 4,882 41,483 SH   SOLE   41,483 0 0
J2 GLOBAL, INC. COM 48123V102 6,837 78,947 SH   SOLE   78,947 0 0
JACK HENRY & ASSOC COM 426281101 20,487 147,663 SH   SOLE   147,663 0 0
JAZZ PHARMACEUTICALS PLC COM G50871105 31,774 222,273 SH   SOLE   222,273 0 0
JETBLUE AIRWAYS CORPORATION COM 477143101 30,288 1,851,339 SH   SOLE   1,851,339 0 0
JGC CORP ADR 466140100 2,418 90,960 SH   SOLE   90,960 0 0
KEYCORP COM 493267108 35,525 2,255,557 SH   SOLE   2,255,557 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 81,329 932,667 SH   SOLE   932,667 0 0
KIRBY CORP COM 497266106 13,980 186,126 SH   SOLE   186,126 0 0
KIRKLAND LAKE GO COM 49741E100 25,092 825,111 SH   SOLE   825,111 0 0
KOMATSU LTD ADR 500458401 3,141 135,241 SH   SOLE   135,241 0 0
KOSE CORPORATION ADR 500679105 266 7,237 SH   SOLE   7,237 0 0
KUBOTA CORP ADR 501173207 2,256 31,220 SH   SOLE   31,220 0 0
L'OREAL S.A. ADR 502117203 2,251 41,803 SH   SOLE   41,803 0 0
L3 TECHNOLOGIES INC COM 502413107 6,241 30,240 SH   SOLE   30,240 0 0
LAM RESEARCH CORPORATION COM 512807108 28,321 158,209 SH   SOLE   158,209 0 0
LAMAR ADVERTISING COMPANY REIT 512816109 18,604 234,727 SH   SOLE   234,727 0 0
LEAR CORPORATION COM 521865204 4,149 30,570 SH   SOLE   30,570 0 0
LENDINGTREE INC COM 52603B107 22,666 64,474 SH   SOLE   64,474 0 0
LGI HOMES INC COM 50187T106 3,852 63,937 SH   SOLE   63,937 0 0
LHC GROUP INC COM 50187A107 6,687 60,320 SH   SOLE   60,320 0 0
LINCOLN NATIONAL CORPORATION COM 534187109 32,006 545,240 SH   SOLE   545,240 0 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 2,977 195,201 SH   SOLE   195,201 0 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 13,879 218,435 SH   SOLE   218,435 0 0
LULULEMON ATHLETIC COM 550021109 15,977 97,496 SH   SOLE   97,496 0 0
MACQUARIE GROUP LIMITED ADR 55607P204 3,946 42,921 SH   SOLE   42,921 0 0
MADISON SQUARE GARDEN CO COM 55825T103 41,882 142,877 SH   SOLE   142,877 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 10,067 50,042 SH   SOLE   50,042 0 0
MASCO CORPORATION COM 574599106 20,577 523,443 SH   SOLE   523,443 0 0
MASIMO CORPORATION COM 574795100 46,412 335,636 SH   SOLE   335,636 0 0
MATCH GROUP, INC. COM 57665R106 15,645 276,357 SH   SOLE   276,357 0 0
MEDPACE HOLDINGS INC. COM 58506Q109 3,575 60,625 SH   SOLE   60,625 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 18,773 25,966 SH   SOLE   25,966 0 0
MID-AMERICA APARTMENT COMMUNITIES, INC. REIT 59522J103 69,222 633,148 SH   SOLE   633,148 0 0
MOLINA HEALTHCARE, INC. COM 60855R100 25,014 176,208 SH   SOLE   176,208 0 0
MONRO INC COM 610236101 8,994 103,957 SH   SOLE   103,957 0 0
MOODYS CORP COM 615369105 33,058 182,552 SH   SOLE   182,552 0 0
MTN GROUP LTD ADR 62474M108 1,690 275,046 SH   SOLE   275,046 0 0
MUNICH REINSURANCE ADR 626188106 2,954 124,677 SH   SOLE   124,677 0 0
NESTLE SA/AG ADR 641069406 16,009 167,997 SH   SOLE   167,997 0 0
NEWMONT MINING CORPORATION COM 651639106 21,291 595,231 SH   SOLE   595,231 0 0
NITTO ELECTRIC INDUSTRIAL CO ADR 654802206 2,452 93,355 SH   SOLE   93,355 0 0
NORFOLK SOUTHERN CORPORATION COM 655844108 13,461 72,025 SH   SOLE   72,025 0 0
NOVARTIS AG ADR 66987V109 13,281 138,147 SH   SOLE   138,147 0 0
NOVO-NORDISK AS ADR 670100205 17,868 341,577 SH   SOLE   341,577 0 0
OLD DOMINION FGHT COM 679580100 16,252 112,558 SH   SOLE   112,558 0 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 43,502 1,140,288 SH   SOLE   1,140,288 0 0
OMNICELL INC COM 68213N109 9,990 123,574 SH   SOLE   123,574 0 0
ON SEMICONDUCTOR CORP. COM 682189105 15,922 774,019 SH   SOLE   774,019 0 0
ONE GAS, INC. COM 68235P108 46,769 525,322 SH   SOLE   525,322 0 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 40,254 103,667 SH   SOLE   103,667 0 0
ORIX CORPORATION ADR 686330101 3,054 42,491 SH   SOLE   42,491 0 0
PALO ALTO NETWORKS INC COM 697435105 34,855 143,506 SH   SOLE   143,506 0 0
PARKER-HANNIFIN CORPORATION COM 701094104 33,768 196,761 SH   SOLE   196,761 0 0
PARSLEY ENERGY INC COM 701877102 11,976 620,526 SH   SOLE   620,526 0 0
PATTERSON UTI ENEG COM 703481101 29,366 2,094,601 SH   SOLE   2,094,601 0 0
PAYCHEX INC COM 704326107 18,624 232,218 SH   SOLE   232,218 0 0
PBF ENERGY INC COM 69318G106 13,480 432,886 SH   SOLE   432,886 0 0
PEGASYSTEMS INC COM 705573103 6,238 95,963 SH   SOLE   95,963 0 0
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 6,061 152,891 SH   SOLE   152,891 0 0
PERSIMMON ADR 715318101 249 4,402 SH   SOLE   4,402 0 0
PETMED EXPRESS INC COM 716382106 1,845 80,979 SH   SOLE   80,979 0 0
PLEXUS CORP COM 729132100 2,049 33,614 SH   SOLE   33,614 0 0
PORTLAND GENERAL ELECTRIC COMPANY COM 736508847 29,308 565,352 SH   SOLE   565,352 0 0
POWER INTEGRATIONS COM 739276103 4,007 57,299 SH   SOLE   57,299 0 0
PRA GROUP INC COM 69354N106 2,373 88,503 SH   SOLE   88,503 0 0
PRA HEALTH SCIENCES INC COM 69354M108 6,745 61,159 SH   SOLE   61,159 0 0
PROOFPOINT, INC. COM 743424103 23,398 192,683 SH   SOLE   192,683 0 0
PROTO LABS INC COM 743713109 6,509 61,907 SH   SOLE   61,907 0 0
PRUDENTIAL PLC ADR 74435K204 16,617 413,161 SH   SOLE   413,161 0 0
PULTE GROUP INC COM 745867101 19,785 707,605 SH   SOLE   707,605 0 0
QTS REALTY TRUST INC REIT 74736A103 2,659 59,094 SH   SOLE   59,094 0 0
RADIANT LOGISTICS COM 75025X100 2,108 334,583 SH   SOLE   334,583 0 0
RALPH LAUREN CORPORATION COM 751212101 22,561 173,976 SH   SOLE   173,976 0 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 59,305 1,824,771 SH   SOLE   1,824,771 0 0
REALPAGE INC COM 75606N109 29,274 482,345 SH   SOLE   482,345 0 0
RECKITT BENCK GRP COM 756255204 2,916 175,315 SH   SOLE   175,315 0 0
ROCHE HOLDINGS AG ADR 771195104 3,082 89,495 SH   SOLE   89,495 0 0
ROCKWELL AUTOMATION, INC. COM 773903109 32,790 186,878 SH   SOLE   186,878 0 0
ROSS STORES INC COM 778296103 8,730 93,771 SH   SOLE   93,771 0 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 12,083 105,421 SH   SOLE   105,421 0 0
ROYAL DUTCH SHELL PLC ADR 780259107 16,732 261,640 SH   SOLE   261,640 0 0
RYANAIR HOLDINGS PLC ADR 783513203 20,354 271,603 SH   SOLE   271,603 0 0
SANDVIK A/B ADR 800212201 3,333 204,723 SH   SOLE   204,723 0 0
SAP SE ADR 803054204 13,160 113,983 SH   SOLE   113,983 0 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 16,535 214,874 SH   SOLE   214,874 0 0
SEMTECH CORPORATION COM 816850101 7,656 150,390 SH   SOLE   150,390 0 0
SERVICENOW INC COM 81762P102 92,402 374,873 SH   SOLE   374,873 0 0
SHISEIDO COMPANY LIMITED ADR 824841407 221 3,069 SH   SOLE   3,069 0 0
SIEMENS AG ADR 826197501 2,272 42,190 SH   SOLE   42,190 0 0
SINGAPORE TELECOMMUNICATIONS ADR 82929R304 4,342 194,758 SH   SOLE   194,758 0 0
SIX FLAGS ENTERTAINMENT CORP. COM 83001A102 18,076 366,273 SH   SOLE   366,273 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 35,163 426,321 SH   SOLE   426,321 0 0
SOUTHWEST AIRLINES CO. COM 844741108 11,261 216,929 SH   SOLE   216,929 0 0
SPIRIT AIRLINES COM 848577102 9,131 172,730 SH   SOLE   172,730 0 0
SPLUNK INC COM 848637104 48,339 387,950 SH   SOLE   387,950 0 0
SPRINT CORPORATION COM 85207U105 32,795 5,804,497 SH   SOLE   5,804,497 0 0
STAMPSCOM INC COM 852857200 1,865 22,909 SH   SOLE   22,909 0 0
STEEL DYNAMICS, INC. COM 858119100 18,339 519,970 SH   SOLE   519,970 0 0
STONERIDGE INC. COM 86183P102 3,890 134,774 SH   SOLE   134,774 0 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 26,893 767,504 SH   SOLE   767,504 0 0
SVB FINANCIAL GROUP COM 78486Q101 16,354 73,547 SH   SOLE   73,547 0 0
SYSMEX CORP ADR 87184P109 2,201 72,814 SH   SOLE   72,814 0 0
SYSTEMAX INC COM 871851101 3,088 136,417 SH   SOLE   136,417 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO. ADR 874039100 5,855 142,949 SH   SOLE   142,949 0 0
TAPESTRY INC COM 876030107 16,305 501,844 SH   SOLE   501,844 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 8,644 36,472 SH   SOLE   36,472 0 0
TELEFLEX INCORPORATED COM 879369106 21,594 71,465 SH   SOLE   71,465 0 0
TENNECO INC. COM 880349105 12,714 573,724 SH   SOLE   573,724 0 0
TEXAS ROADHOUSE COM 882681109 5,799 93,248 SH   SOLE   93,248 0 0
TEXTRON INC. COM 883203101 19,414 383,220 SH   SOLE   383,220 0 0
THE CHEMOURS COMPANY LLC COM 163851108 20,085 540,497 SH   SOLE   540,497 0 0
THE CLOROX COMPANY COM 189054109 20,745 129,287 SH   SOLE   129,287 0 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 17,694 154,983 SH   SOLE   154,983 0 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 12,349 248,365 SH   SOLE   248,365 0 0
THE TIMKEN COMPANY COM 887389104 27,070 620,586 SH   SOLE   620,586 0 0
THE TRADE DESK INC COM 88339J105 9,835 49,686 SH   SOLE   49,686 0 0
THOR INDUSTRIES COM 885160101 42,098 674,971 SH   SOLE   674,971 0 0
TOKYO ELECTRON LTD ADR 889110102 3,605 99,743 SH   SOLE   99,743 0 0
TOTAL S.A. ADR 89151E109 3,275 58,843 SH   SOLE   58,843 0 0
TRACTOR SUPPLY CO COM 892356106 27,750 283,859 SH   SOLE   283,859 0 0
TURKIYE GARANTI BANKASI A.S. ADR 900148701 5,787 3,920,666 SH   SOLE   3,920,666 0 0
TYSON FOODS, INC. COM 902494103 7,380 106,301 SH   SOLE   106,301 0 0
ULTA BEAUTY INC COM 90384S303 23,076 66,172 SH   SOLE   66,172 0 0
UMPQUA HOLDINGS CO COM 904214103 23,500 1,424,217 SH   SOLE   1,424,217 0 0
UNICHARM CORP ADR 90460M204 136 20,488 SH   SOLE   20,488 0 0
UNITED RENTALS, INC. COM 911363109 70,087 613,455 SH   SOLE   613,455 0 0
UNIVERSAL DISPLAY COM 91347P105 27,721 181,362 SH   SOLE   181,362 0 0
US PHYSICAL THERAP COM 90337L108 6,846 65,179 SH   SOLE   65,179 0 0
VAIL RESORTS, INC. COM 91879Q109 16,144 74,294 SH   SOLE   74,294 0 0
VALERO ENERGY CORPORATION COM 91913Y100 60,786 716,560 SH   SOLE   716,560 0 0
VAREX IMAGING CORPORATION COM 92214X106 2,946 86,948 SH   SOLE   86,948 0 0
VEEVA SYSTEMS INC COM 922475108 4,471 35,241 SH   SOLE   35,241 0 0
VIRTUSA CORP COM 92827P102 3,653 68,339 SH   SOLE   68,339 0 0
VOLKSWAGEN AKTIENGESELLSCHAFT ADR 928662600 4,235 259,910 SH   SOLE   259,910 0 0
VOYA FINANCIAL INC COM 929089100 116,726 2,336,388 SH   SOLE   2,336,388 0 0
VULCAN MATERIALS COMPANY COM 929160109 18,133 153,154 SH   SOLE   153,154 0 0
W.R. BERKLEY CORPORATION COM 084423102 38,088 449,580 SH   SOLE   449,580 0 0
WAGEWORKS INC COM 930427109 3,250 86,083 SH   SOLE   86,083 0 0
WAL-MART DE MEXICO ADR 93114W107 15,882 593,693 SH   SOLE   593,693 0 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 72,372 915,177 SH   SOLE   915,177 0 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 13,560 199,820 SH   SOLE   199,820 0 0
WHITE MOUNTNS INSU COM G9618E107 22,851 24,691 SH   SOLE   24,691 0 0
WOODSIDE PETROLEUM LTD. ADR 980228308 2,379 96,752 SH   SOLE   96,752 0 0
WORKDAY INC COM 98138H101 50,170 260,148 SH   SOLE   260,148 0 0
WPP PLC ADR 92937A102 2,906 55,035 SH   SOLE   55,035 0 0
XCEL ENERGY INC COM 98389B100 37,362 664,687 SH   SOLE   664,687 0 0
XILINX INC. COM 983919101 68,645 541,404 SH   SOLE   541,404 0 0
XYLEM, INC. COM 98419M100 47,123 596,193 SH   SOLE   596,193 0 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 71,152 339,580 SH   SOLE   339,580 0 0