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 5,614 647,562 SH   SOLE   647,562 0 0
ABB LIMITED ADR 000375204 2,536 105,256 SH   SOLE   105,256 0 0
ACUITY BRANDS, INC. COM 00508Y102 5,089 36,875 SH   SOLE   36,875 0 0
ADECCO GROUP AG ADR 006754204 4,221 133,415 SH   SOLE   133,415 0 0
ADVANCED MICRO DEVICES, INC. COM 007903107 39,622 863,983 SH   SOLE   863,983 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 18,448 404,036 SH   SOLE   404,036 0 0
AFLAC INCORPORATED COM 001055102 18,039 341,000 SH   SOLE   341,000 0 0
AGCO CORPORATION COM 001084102 15,941 206,352 SH   SOLE   206,352 0 0
AGNC INVESTMENT CORP REIT 00123Q104 91,770 5,190,614 SH   SOLE   5,190,614 0 0
AGNICO EAGLE MINES LTD COM 008474108 15,217 246,994 SH   SOLE   246,994 0 0
AGREE REALTY CORP REIT 008492100 7,557 107,697 SH   SOLE   107,697 0 0
AIR LIQUIDE S.A.(L') ADR 009126202 2,937 104,710 SH   SOLE   104,710 0 0
ALASKA AIR GROUP, INC. COM 011659109 20,147 297,377 SH   SOLE   297,377 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 8,058 106,139 SH   SOLE   106,139 0 0
ALIGN TECHNOLOGY I COM 016255101 9,175 32,881 SH   SOLE   32,881 0 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 18,212 752,248 SH   SOLE   752,248 0 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 10,008 207,124 SH   SOLE   207,124 0 0
ALLY FINANCIAL INC. COM 02005N100 61,616 2,016,231 SH   SOLE   2,016,231 0 0
AMBARELLA INC COM G037AX101 6,543 108,040 SH   SOLE   108,040 0 0
AMERCO COM 023586100 27,646 73,561 SH   SOLE   73,561 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 29,502 2,006,924 SH   SOLE   2,006,924 0 0
AMERICOLD REALTY T REIT 03064D108 38,541 1,099,285 SH   SOLE   1,099,285 0 0
AMN HEALTHCARE SVS COM 001744101 9,632 154,584 SH   SOLE   154,584 0 0
ANALOG DEVICES INC. COM 032654105 30,935 260,307 SH   SOLE   260,307 0 0
APPLIED INDL TECHS COM 03820C105 5,352 80,245 SH   SOLE   80,245 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105 36,108 841,870 SH   SOLE   841,870 0 0
ARISTA NETWORKS INC COM 040413106 21,272 104,581 SH   SOLE   104,581 0 0
ASTELLAS PHARMA INC. ADR 04623U102 4,431 260,199 SH   SOLE   260,199 0 0
ASTRONICS CORP COM 046433108 6,102 218,314 SH   SOLE   218,314 0 0
ATMOS ENERGY CORPORATION COM 049560105 37,241 332,922 SH   SOLE   332,922 0 0
ATOS SE ADR 04962A105 290 17,320 SH   SOLE   17,320 0 0
AVALONBAY COMMUNITIES, INC. REIT 053484101 21,049 100,377 SH   SOLE   100,377 0 0
AXA ADR 054536107 3,872 137,557 SH   SOLE   137,557 0 0
AXOS FINANCIAL INC COM 05465C100 5,812 191,950 SH   SOLE   191,950 0 0
BAKER HUGHES COMPANY COM 05722G100 50,661 1,976,625 SH   SOLE   1,976,625 0 0
BALCHEM CORP COM 057665200 8,696 85,568 SH   SOLE   85,568 0 0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. ADR 05946K101 3,789 678,993 SH   SOLE   678,993 0 0
BANCOLOMBIA S.A. ADR 05968L102 18,752 342,258 SH   SOLE   342,258 0 0
BASF SE ADR 055262505 2,398 128,129 SH   SOLE   128,129 0 0
BEST BUY INC COM 086516101 23,209 264,335 SH   SOLE   264,335 0 0
BHP GROUP LTD ADR 088606108 18,273 333,992 SH   SOLE   333,992 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 33,917 401,147 SH   SOLE   401,147 0 0
BIOTELEMETRY INC COM 090672106 8,832 190,754 SH   SOLE   190,754 0 0
BLUCORA, INC. COM 095229100 5,313 203,253 SH   SOLE   203,253 0 0
BNP PARIBAS ADR 05565A202 4,200 141,463 SH   SOLE   141,463 0 0
BRIT AMER TOBACCO ADR 110448107 3,823 90,028 SH   SOLE   90,028 0 0
BROWN & BROWN INC COM 115236101 37,309 945,000 SH   SOLE   945,000 0 0
BRUKER CORPORATION COM 116794108 12,364 242,576 SH   SOLE   242,576 0 0
BURLINGTON STORES INC. COM 122017106 19,118 83,841 SH   SOLE   83,841 0 0
BWX TECHNOLOGIES INC COM 05605H100 20,874 336,251 SH   SOLE   336,251 0 0
CABOT OIL & GAS CO COM 127097103 7,697 442,111 SH   SOLE   442,111 0 0
CANADIAN NAT RES LTD COM 136385101 288 8,916 SH   SOLE   8,916 0 0
CANTEL MEDCORP COM 138098108 3,316 46,766 SH   SOLE   46,766 0 0
CARETRUST REIT INC REIT 14174T107 4,553 220,676 SH   SOLE   220,676 0 0
CARLISLE COMPANIES INCORPORATED COM 142339100 10,824 66,883 SH   SOLE   66,883 0 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 2,801 56,273 SH   SOLE   56,273 0 0
CASEYS GEN STORES COM 147528103 70,408 442,845 SH   SOLE   442,845 0 0
CENTENE CORPORATION COM 15135B101 20,537 326,655 SH   SOLE   326,655 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 18,855 394,949 SH   SOLE   394,949 0 0
CHART INDUSTRIES INC COM 16115Q308 7,935 117,578 SH   SOLE   117,578 0 0
CHEESECAKE FACTORY COM 163072101 4,508 116,011 SH   SOLE   116,011 0 0
CHIPOTLE MEXICAN G COM 169656105 19,376 23,146 SH   SOLE   23,146 0 0
CMS ENERGY CORPORATION COM 125896100 43,312 689,248 SH   SOLE   689,248 0 0
CNO FINANCIAL GROUP, INC. COM 12621E103 4,544 250,634 SH   SOLE   250,634 0 0
COCA-COLA HBC AG ADR 191223205 3,050 88,917 SH   SOLE   88,917 0 0
COHEN & STEERS INC COM 19247A100 11,209 178,602 SH   SOLE   178,602 0 0
COMPASS GROUP PLC ADR 20449X401 3,244 128,468 SH   SOLE   128,468 0 0
CONTINENTAL AG ADR 210771200 3,204 249,812 SH   SOLE   249,812 0 0
COPART INC COM 217204106 24,506 269,478 SH   SOLE   269,478 0 0
CORE LABORATORIES COM N22717107 2,776 73,705 SH   SOLE   73,705 0 0
COSTAR GROUP INC COM 22160N109 28,998 48,468 SH   SOLE   48,468 0 0
COUSINS PROPERTIES INCORPORATED REIT 222795502 42,421 1,029,636 SH   SOLE   1,029,636 0 0
CRACKER BARREL OLD COM 22410J106 5,983 38,917 SH   SOLE   38,917 0 0
CREDICORP COM G2519Y108 17,599 82,575 SH   SOLE   82,575 0 0
CSL ADR 12637N204 3,718 38,235 SH   SOLE   38,235 0 0
DARDEN RESTAURANTS, INC. COM 237194105 27,133 248,906 SH   SOLE   248,906 0 0
DARLING INGREDIENTS, INC COM 237266101 8,575 305,378 SH   SOLE   305,378 0 0
DASSAULT SYSTEMES ADR 237545108 2,301 13,990 SH   SOLE   13,990 0 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 5,405 134,541 SH   SOLE   134,541 0 0
DESCARTES SYS GROUP INC COM 249906108 7,821 183,078 SH   SOLE   183,078 0 0
DIAGEO PLC ADR 25243Q205 15,074 89,503 SH   SOLE   89,503 0 0
DNB ASA ADR 23328E106 4,105 220,246 SH   SOLE   220,246 0 0
DOCUSIGN INC COM 256163106 40,814 550,723 SH   SOLE   550,723 0 0
DOLLAR GENERAL CORPORATION COM 256677105 83,680 536,476 SH   SOLE   536,476 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 21,838 580,947 SH   SOLE   580,947 0 0
DYCOM INDUSTRIES, INC. COM 267475101 5,470 116,005 SH   SOLE   116,005 0 0
EAGLE MATERIALS INC. COM 26969P108 27,923 307,995 SH   SOLE   307,995 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 5,398 89,850 SH   SOLE   89,850 0 0
EBAY INC. COM 278642103 22,725 629,330 SH   SOLE   629,330 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 28,732 123,162 SH   SOLE   123,162 0 0
ENBRIDGE INC COM 29250N105 13,575 341,350 SH   SOLE   341,350 0 0
ENTEGRIS INC COM 29362U104 8,529 170,282 SH   SOLE   170,282 0 0
ENVESTNET INC COM 29404K106 9,094 130,607 SH   SOLE   130,607 0 0
EPLUS INC COM 294268107 6,595 78,246 SH   SOLE   78,246 0 0
EPR PROPERTIES REIT 26884U109 39,467 558,707 SH   SOLE   558,707 0 0
ESSITY AKTIEBOLAG (PUBL) ADR 29729L102 3,781 117,219 SH   SOLE   117,219 0 0
EURONET WORLDWIDE, INC. COM 298736109 30,540 193,832 SH   SOLE   193,832 0 0
EVERCORE INC COM 29977A105 33,182 443,844 SH   SOLE   443,844 0 0
EVEREST RE GROUP COM G3223R108 11,518 41,607 SH   SOLE   41,607 0 0
EXPEDIA GROUP INC COM 30212P303 41,525 383,990 SH   SOLE   383,990 0 0
FABRINET COM G3323L100 8,938 137,854 SH   SOLE   137,854 0 0
FANUC CORPORATION ADR 307305102 1,895 102,900 SH   SOLE   102,900 0 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 19,737 1,191,869 SH   SOLE   1,191,869 0 0
FLEETCOR TECHNOLO COM 339041105 37,505 130,353 SH   SOLE   130,353 0 0
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 13,225 260,284 SH   SOLE   260,284 0 0
FORWARD AIR CORPN COM 349853101 6,540 93,500 SH   SOLE   93,500 0 0
FRESENIUS SE & CO. KGAA ADR 35804M105 3,621 259,350 SH   SOLE   259,350 0 0
FTI CONSULTING, INC. COM 302941109 37,687 340,568 SH   SOLE   340,568 0 0
G-III APPAREL GP COM 36237H101 5,114 152,660 SH   SOLE   152,660 0 0
GARMIN LTD COM H2906T109 8,554 87,676 SH   SOLE   87,676 0 0
GENERAC HLDGS COM 368736104 37,878 376,561 SH   SOLE   376,561 0 0
GIVAUDAN SA ADR 37636P108 3,122 49,893 SH   SOLE   49,893 0 0
GPO FIN BANORTE ADR 40052P107 4,413 158,295 SH   SOLE   158,295 0 0
GRAINGER W W INC COM 384802104 7,200 21,268 SH   SOLE   21,268 0 0
GREEN DOT CORP COM 39304D102 2,272 97,503 SH   SOLE   97,503 0 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 20,283 607,823 SH   SOLE   607,823 0 0
HEALTHCARE SERVICE COM 421906108 4,111 169,018 SH   SOLE   169,018 0 0
HEALTHEQUITY INC COM 42226A107 8,672 117,085 SH   SOLE   117,085 0 0
HENKEL AG & CO. KGAA ADR 42550U208 14,434 560,640 SH   SOLE   560,640 0 0
HEXCEL CORPORATION COM 428291108 20,415 278,481 SH   SOLE   278,481 0 0
HILLTOP HOLDINGS INC COM 432748101 5,169 207,337 SH   SOLE   207,337 0 0
HMS HOLDINGS CORP COM 40425J101 6,092 205,810 SH   SOLE   205,810 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 36,628 1,974,535 SH   SOLE   1,974,535 0 0
HUMANA INC. COM 444859102 30,714 83,799 SH   SOLE   83,799 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 27,602 110,021 SH   SOLE   110,021 0 0
HUNTSMAN CORPORATION COM 447011107 38,385 1,588,794 SH   SOLE   1,588,794 0 0
IAA Inc COM 449253103 8,997 191,179 SH   SOLE   191,179 0 0
ICU MEDICAL INC COM 44930G107 9,273 49,559 SH   SOLE   49,559 0 0
IHS MARKIT LTD COM G47567105 67,099 890,502 SH   SOLE   890,502 0 0
II-VI INCORPORATED COM 902104108 8,047 238,996 SH   SOLE   238,996 0 0
IMPERIAL OIL LTD COM 453038408 3,770 142,434 SH   SOLE   142,434 0 0
IMPINJ INC COM 453204109 3,443 133,153 SH   SOLE   133,153 0 0
INPHI CORP COM 45772F107 6,404 86,519 SH   SOLE   86,519 0 0
INSPERITY INC COM 45778Q107 11,308 131,426 SH   SOLE   131,426 0 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 8,249 119,770 SH   SOLE   119,770 0 0
INTEGER HOLDINGS CORPORATION COM 45826H109 6,563 81,600 SH   SOLE   81,600 0 0
IONIS PHARMACEUTICALS, INC. COM 462222100 15,635 258,813 SH   SOLE   258,813 0 0
IROBOT CORP COM 462726100 3,162 62,451 SH   SOLE   62,451 0 0
J2 GLOBAL, INC. COM 48123V102 10,892 116,227 SH   SOLE   116,227 0 0
JETBLUE AIRWAYS CORPORATION COM 477143101 13,635 728,373 SH   SOLE   728,373 0 0
JGC HOLDINGS CORPORATION ADR 466140100 3,737 117,325 SH   SOLE   117,325 0 0
KANSAS CITY SOUTHERN COM 485170302 42,604 278,168 SH   SOLE   278,168 0 0
KERING S.A. ADR 492089107 3,891 59,538 SH   SOLE   59,538 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 18,599 181,224 SH   SOLE   181,224 0 0
KIRBY CORP COM 497266106 2,326 25,975 SH   SOLE   25,975 0 0
KIRKLAND LAKE GO COM 49741E100 32,878 746,049 SH   SOLE   746,049 0 0
KLA CORPORATION COM 482480100 38,455 215,835 SH   SOLE   215,835 0 0
KNIGHT SWIFT TRANSN HOLDINGS INC COM 499049104 13,425 374,588 SH   SOLE   374,588 0 0
KOMATSU LTD ADR 500458401 3,810 158,483 SH   SOLE   158,483 0 0
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. COM 50077B207 6,446 357,927 SH   SOLE   357,927 0 0
KUBOTA CORP ADR 501173207 3,101 39,247 SH   SOLE   39,247 0 0
L'OREAL S.A. ADR 502117203 2,747 46,662 SH   SOLE   46,662 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 29,055 146,840 SH   SOLE   146,840 0 0
LAM RESEARCH CORPORATION COM 512807108 30,599 104,647 SH   SOLE   104,647 0 0
LAMAR ADVERTISING COMPANY REIT 512816109 32,695 366,291 SH   SOLE   366,291 0 0
LAMB WESTON HOLDINGS INC COM 513272104 14,428 167,709 SH   SOLE   167,709 0 0
LEAR CORPORATION COM 521865204 48,734 355,203 SH   SOLE   355,203 0 0
LENDINGTREE INC COM 52603B107 13,350 43,997 SH   SOLE   43,997 0 0
LGI HOMES INC COM 50187T106 6,798 96,221 SH   SOLE   96,221 0 0
LHC GROUP INC COM 50187A107 12,499 90,733 SH   SOLE   90,733 0 0
LINCOLN NATIONAL CORPORATION COM 534187109 85,044 1,441,180 SH   SOLE   1,441,180 0 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 4,791 293,033 SH   SOLE   293,033 0 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 3,389 47,413 SH   SOLE   47,413 0 0
LULULEMON ATHLETIC COM 550021109 19,331 83,440 SH   SOLE   83,440 0 0
MARATHON PETROLEUM COMPANY COM 56585A102 30,514 506,463 SH   SOLE   506,463 0 0
MARKETAXESS HLDGS COM 57060D108 7,486 19,746 SH   SOLE   19,746 0 0
MARSH & MCLENNAN COMPANIES, INC. COM 571748102 50,605 454,219 SH   SOLE   454,219 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 31,512 112,687 SH   SOLE   112,687 0 0
MARVELL TECH GROUP COM G5876H105 22,360 841,866 SH   SOLE   841,866 0 0
MASCO CORPORATION COM 574599106 16,844 350,992 SH   SOLE   350,992 0 0
MASIMO CORPORATION COM 574795100 33,770 213,651 SH   SOLE   213,651 0 0
MATCH GROUP, INC. COM 57665R106 9,809 119,458 SH   SOLE   119,458 0 0
MEDPACE HOLDINGS INC. COM 58506Q109 8,103 96,399 SH   SOLE   96,399 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 17,395 21,928 SH   SOLE   21,928 0 0
MID-AMERICA APARTMENT COMMUNITIES, INC. REIT 59522J103 72,460 549,524 SH   SOLE   549,524 0 0
MOLINA HEALTHCARE, INC. COM 60855R100 15,322 112,916 SH   SOLE   112,916 0 0
MONOLITHIC PWR SYS COM 609839105 5,257 29,528 SH   SOLE   29,528 0 0
MONRO INC COM 610236101 11,711 149,762 SH   SOLE   149,762 0 0
MOODYS CORP COM 615369105 9,937 41,857 SH   SOLE   41,857 0 0
MOTOROLA SOLUTIONS INC COM 620076307 27,216 168,897 SH   SOLE   168,897 0 0
MTN GROUP LTD ADR 62474M108 1,475 249,385 SH   SOLE   249,385 0 0
MUNICH REINSURANCE ADR 626188106 3,478 118,158 SH   SOLE   118,158 0 0
NESTLE SA/AG ADR 641069406 13,417 123,934 SH   SOLE   123,934 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 13,344 307,116 SH   SOLE   307,116 0 0
NITTO ELECTRIC INDUSTRIAL CO ADR 654802206 3,510 124,704 SH   SOLE   124,704 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COM G66721104 64,178 1,098,744 SH   SOLE   1,098,744 0 0
NOVARTIS AG ADR 66987V109 13,074 138,069 SH   SOLE   138,069 0 0
NOVO NORDISK A/S ADR 670100205 17,519 302,670 SH   SOLE   302,670 0 0
OLD DOMINION FGHT COM 679580100 5,176 27,272 SH   SOLE   27,272 0 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 40,891 965,546 SH   SOLE   965,546 0 0
OMNICELL INC COM 68213N109 14,568 178,266 SH   SOLE   178,266 0 0
ON SEMICONDUCTOR CORP. COM 682189105 14,476 593,752 SH   SOLE   593,752 0 0
ONE GAS, INC. COM 68235P108 39,738 424,683 SH   SOLE   424,683 0 0
ONEOK INC. COM 682680103 32,611 430,962 SH   SOLE   430,962 0 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 12,765 29,127 SH   SOLE   29,127 0 0
ORIX CORPORATION ADR 686330101 4,068 48,772 SH   SOLE   48,772 0 0
OWENS CORNING COM 690742101 39,834 611,699 SH   SOLE   611,699 0 0
PATTERSON UTI ENEG COM 703481101 19,896 1,894,855 SH   SOLE   1,894,855 0 0
PAYCHEX INC COM 704326107 14,085 165,594 SH   SOLE   165,594 0 0
PEGASYSTEMS INC COM 705573103 11,190 140,484 SH   SOLE   140,484 0 0
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 11,866 230,488 SH   SOLE   230,488 0 0
PERSIMMON ADR 715318101 455 6,269 SH   SOLE   6,269 0 0
PETMED EXPRESS INC COM 716382106 2,835 120,536 SH   SOLE   120,536 0 0
PLEXUS CORP COM 729132100 7,341 95,413 SH   SOLE   95,413 0 0
PORTLAND GENERAL ELECTRIC COMPANY COM 736508847 45,627 817,841 SH   SOLE   817,841 0 0
POWER INTEGRATIONS COM 739276103 8,536 86,299 SH   SOLE   86,299 0 0
PRA GROUP INC COM 69354N106 4,823 132,869 SH   SOLE   132,869 0 0
PRA HEALTH SCIENCES INC COM 69354M108 10,225 91,995 SH   SOLE   91,995 0 0
PROOFPOINT, INC. COM 743424103 8,325 72,527 SH   SOLE   72,527 0 0
PROTO LABS INC COM 743713109 9,455 93,107 SH   SOLE   93,107 0 0
PRUDENTIAL PLC ADR 74435K204 19,961 524,053 SH   SOLE   524,053 0 0
PULTE GROUP INC COM 745867101 18,370 473,446 SH   SOLE   473,446 0 0
PURE STORAGE INC COM 74624M102 25,785 1,506,991 SH   SOLE   1,506,991 0 0
QTS REALTY TRUST INC REIT 74736A103 5,592 103,043 SH   SOLE   103,043 0 0
QUALYS INC COM 74758T303 6,181 74,135 SH   SOLE   74,135 0 0
QUIDEL CORPORATION COM 74838J101 7,007 93,388 SH   SOLE   93,388 0 0
RADIANT LOGISTICS COM 75025X100 2,807 503,961 SH   SOLE   503,961 0 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 51,005 1,255,983 SH   SOLE   1,255,983 0 0
RECKITT BENCK GRP ADR 756255204 3,255 196,550 SH   SOLE   196,550 0 0
ROBERT HALF INTL COM 770323103 22,084 349,712 SH   SOLE   349,712 0 0
ROCHE HOLDINGS AG ADR 771195104 3,932 96,713 SH   SOLE   96,713 0 0
ROKU INC COM 77543R102 48,738 363,985 SH   SOLE   363,985 0 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 96,318 721,428 SH   SOLE   721,428 0 0
ROYAL DUTCH SHELL PLC ADR 780259107 16,785 279,886 SH   SOLE   279,886 0 0
RYANAIR HOLDINGS PLC ADR 783513203 24,623 281,056 SH   SOLE   281,056 0 0
SANDERSON FARM INC COM 800013104 9,463 53,698 SH   SOLE   53,698 0 0
SANDVIK A/B ADR 800212201 4,326 222,569 SH   SOLE   222,569 0 0
SAP SE ADR 803054204 14,056 104,906 SH   SOLE   104,906 0 0
SEMTECH CORPORATION COM 816850101 11,312 213,834 SH   SOLE   213,834 0 0
SERVICENOW INC COM 81762P102 23,787 84,256 SH   SOLE   84,256 0 0
SIEMENS AG ADR 826197501 3,205 49,325 SH   SOLE   49,325 0 0
SINGAPORE TELECOMMUNICATIONS ADR 82929R304 4,215 168,179 SH   SOLE   168,179 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 90,826 751,372 SH   SOLE   751,372 0 0
SPIRIT AIRLINES COM 848577102 25,838 640,991 SH   SOLE   640,991 0 0
SPLUNK INC COM 848637104 42,266 282,204 SH   SOLE   282,204 0 0
SPRINT CORPORATION COM 85207U105 13,540 2,598,885 SH   SOLE   2,598,885 0 0
STONERIDGE INC. COM 86183P102 5,945 202,757 SH   SOLE   202,757 0 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 5,775 243,455 SH   SOLE   243,455 0 0
SVB FINANCIAL GROUP COM 78486Q101 9,248 36,840 SH   SOLE   36,840 0 0
SYNOVUS FINANCIAL CORP. COM 87161C501 41,609 1,061,447 SH   SOLE   1,061,447 0 0
SYSMEX CORP ADR 87184P109 2,631 77,371 SH   SOLE   77,371 0 0
SYSTEMAX INC COM 871851101 6,380 253,565 SH   SOLE   253,565 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO. ADR 874039100 7,337 126,275 SH   SOLE   126,275 0 0
TELEFLEX INCORPORATED COM 879369106 71,841 190,843 SH   SOLE   190,843 0 0
TEXTRON INC. COM 883203101 16,202 363,264 SH   SOLE   363,264 0 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 10,119 74,040 SH   SOLE   74,040 0 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 49,444 813,621 SH   SOLE   813,621 0 0
THE TIMKEN COMPANY COM 887389104 25,460 452,143 SH   SOLE   452,143 0 0
THOR INDUSTRIES COM 885160101 16,296 219,353 SH   SOLE   219,353 0 0
TOKYO ELECTRON LTD ADR 889110102 4,306 78,830 SH   SOLE   78,830 0 0
TOTAL S.A. ADR 89151E109 3,587 64,869 SH   SOLE   64,869 0 0
TPI COMPOSITES INC COM 87266J104 5,607 302,937 SH   SOLE   302,937 0 0
TRACTOR SUPPLY CO COM 892356106 13,174 140,990 SH   SOLE   140,990 0 0
TWITTER INC COM 90184L102 9,150 285,504 SH   SOLE   285,504 0 0
TYSON FOODS, INC. COM 902494103 30,507 335,094 SH   SOLE   335,094 0 0
UMPQUA HOLDINGS CO COM 904214103 9,250 522,620 SH   SOLE   522,620 0 0
UNICHARM CORP ADR 90460M204 179 26,242 SH   SOLE   26,242 0 0
UNITED OVERSEAS BANK LIMITED ADR 911271302 3,825 97,283 SH   SOLE   97,283 0 0
UNITED RENTALS, INC. COM 911363109 44,574 267,278 SH   SOLE   267,278 0 0
UNIVERSAL DISPLAY COM 91347P105 9,515 46,176 SH   SOLE   46,176 0 0
US PHYSICAL THERAP COM 90337L108 10,973 95,963 SH   SOLE   95,963 0 0
VAIL RESORTS, INC. COM 91879Q109 21,403 89,242 SH   SOLE   89,242 0 0
VAREX IMAGING CORPORATION COM 92214X106 4,510 151,297 SH   SOLE   151,297 0 0
VERINT SYSTEMS INC COM 92343X100 5,853 105,721 SH   SOLE   105,721 0 0
VIRTUSA CORP COM 92827P102 6,479 142,919 SH   SOLE   142,919 0 0
VOLKSWAGEN AKTIENGESELLSCHAFT ADR 928662600 5,213 270,257 SH   SOLE   270,257 0 0
VOYA FINANCIAL INC COM 929089100 30,804 505,143 SH   SOLE   505,143 0 0
VULCAN MATERIALS COMPANY COM 929160109 32,364 224,767 SH   SOLE   224,767 0 0
W.R. BERKLEY CORPORATION COM 084423102 21,338 308,801 SH   SOLE   308,801 0 0
WAL-MART DE MEXICO ADR 93114W107 14,234 497,849 SH   SOLE   497,849 0 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 71,827 778,784 SH   SOLE   778,784 0 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 13,833 197,185 SH   SOLE   197,185 0 0
WHITE MOUNTNS INSU COM G9618E107 24,193 21,688 SH   SOLE   21,688 0 0
WOODSIDE PETROLEUM LTD. ADR 980228308 2,766 115,083 SH   SOLE   115,083 0 0
WORKDAY INC COM 98138H101 16,487 100,254 SH   SOLE 1 100,254 0 0
WPP PLC ADR 92937A102 3,523 50,119 SH   SOLE 2 50,119 0 0
XILINX INC. COM 983919101 20,873 213,490 SH   SOLE 3 213,490 0 0
XYLEM, INC. COM 98419M100 33,872 429,896 SH   SOLE 4 429,896 0 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 42,779 167,472 SH   SOLE 5 167,472 0 0
ZSCALER INC COM 98980G102 33,617 722,943 SH   SOLE 6 722,943 0 0
ZYNGA INC COM 98986T108 53,386 8,723,198 SH   SOLE 7 8,723,198 0 0