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 1,545 281,959 SH   SOLE   281,959 0 0
ABB LIMITED ADR 000375204 2,569 91,879 SH   SOLE   91,879 0 0
ABIOMED INC COM 003654100 25,617 79,016 SH   SOLE   79,016 0 0
ADAPTHEALTH CORP COM 00653Q102 14,089 375,105 SH   SOLE 1 212,705 0 162,400
ADECCO GROUP AG ADR 006754204 3,037 91,277 SH   SOLE   91,277 0 0
ADVANCED ENERGY INDUSTRIES, INC. COM 007973100 7,778 80,209 SH   SOLE 1 45,809 0 34,400
ADVANCED MICRO DEVICES, INC. COM 007903107 20,570 224,296 SH   SOLE   224,296 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 30,886 584,401 SH   SOLE   584,401 0 0
AFLAC INCORPORATED COM 001055102 18,743 421,469 SH   SOLE   421,469 0 0
AGCO CORPORATION COM 001084102 29,541 286,552 SH   SOLE   286,552 0 0
AGNC INVESTMENT CORP REIT 00123Q104 24,938 1,598,574 SH   SOLE   1,598,574 0 0
AGREE REALTY CORP REIT 008492100 22,851 343,211 SH   SOLE   343,211 0 0
AIR LIQUIDE S.A.(L') ADR 009126202 2,419 73,535 SH   SOLE   73,535 0 0
ALASKA AIR GROUP, INC. COM 011659109 28,200 542,306 SH   SOLE   542,306 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 7,429 101,184 SH   SOLE 1 57,161 0 44,023
ALBEMARLE CORP COM 012653101 29,417 199,413 SH   SOLE   199,413 0 0
ALIGN TECHNOLOGY I COM 016255101 12,530 23,447 SH   SOLE   23,447 0 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018820100 16,876 684,644 SH   SOLE   684,644 0 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 7,944 184,178 SH   SOLE   184,178 0 0
ALLY FINANCIAL INC. COM 02005N100 78,015 2,187,735 SH   SOLE   2,187,735 0 0
AMBARELLA INC COM G037AX101 9,483 103,282 SH   SOLE 1 58,691 0 44,591
AMERCO COM 023586100 24,311 53,554 SH   SOLE   53,554 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 30,147 1,502,112 SH   SOLE   1,502,112 0 0
AMERICOLD REALTY T REIT 03064D108 23,190 621,208 SH   SOLE   621,208 0 0
AMN HEALTHCARE SVS COM 001744101 11,204 164,160 SH   SOLE 1 93,212 0 70,948
ANALOG DEVICES INC. COM 032654105 9,054 61,287 SH   SOLE   61,287 0 0
APPLIED INDL TECHS COM 03820C105 7,694 98,659 SH   SOLE 1 56,358 0 42,301
APTIV PLC COM G6095L109 15,492 118,904 SH   SOLE   118,904 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105 31,751 880,262 SH   SOLE   880,262 0 0
ARISTA NETWORKS INC COM 040413106 8,564 29,472 SH   SOLE   29,472 0 0
ASTELLAS PHARMA INC. ADR 04623U102 2,854 184,816 SH   SOLE   184,816 0 0
ATMOS ENERGY CORPORATION COM 049560105 16,368 171,515 SH   SOLE   171,515 0 0
AXA ADR 054536107 4,161 173,720 SH   SOLE   173,720 0 0
AXOS FINANCIAL INC COM 05465C100 6,745 179,721 SH   SOLE 1 101,109 0 78,612
BAKER HUGHES COMPANY COM 05722G100 40,505 1,942,708 SH   SOLE   1,942,708 0 0
BALCHEM CORP COM 057665200 9,442 81,949 SH   SOLE 1 46,904 0 35,045
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. ADR 05946K101 5,302 1,073,253 SH   SOLE   1,073,253 0 0
BANCOLOMBIA S.A. ADR 05968L102 18,155 451,847 SH   SOLE   451,847 0 0
BASF SE ADR 055262505 2,307 117,226 SH   SOLE   117,226 0 0
BEST BUY INC COM 086516101 22,177 222,235 SH   SOLE   222,235 0 0
BHP GROUP LTD ADR 088606108 12,437 190,341 SH   SOLE   190,341 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 26,607 303,422 SH   SOLE   303,422 0 0
BIOTELEMETRY INC COM 090672106 12,940 179,521 SH   SOLE 1 101,155 0 78,366
BLACK KNIGHT INC COM 09215C105 12,066 136,575 SH   SOLE   136,575 0 0
BNP PARIBAS ADR 05565A202 4,230 158,969 SH   SOLE   158,969 0 0
BOOKING HOLDINGS INC COM 09857L108 19,148 8,597 SH   SOLE   8,597 0 0
BOOZ ALLEN HAMILTON INC COM 099502106 15,777 180,967 SH   SOLE   180,967 0 0
BOSTON BEER CO INC COM 100557107 14,782 14,867 SH   SOLE   14,867 0 0
BOX INC. COM 10316T104 6,173 342,018 SH   SOLE 1 193,884 0 148,134
BRIT AMER TOBACCO ADR 110448107 3,364 89,725 SH   SOLE   89,725 0 0
BROWN & BROWN INC COM 115236101 19,336 407,849 SH   SOLE   407,849 0 0
BRUKER CORPORATION COM 116794108 12,385 228,808 SH   SOLE 1 129,730 0 99,078
BRUNSWICK CORPORATION COM 117043109 35,236 462,168 SH   SOLE   462,168 0 0
BURLINGTON STORES INC. COM 122017106 9,542 36,484 SH   SOLE   36,484 0 0
BWX TECHNOLOGIES INC COM 05605H100 28,572 473,996 SH   SOLE   473,996 0 0
C3 AI INC COM 12468P104 20,917 150,755 SH   SOLE   150,755 0 0
CADENCE DESIGN SYSTEMS, INC. COM 127387108 9,392 68,842 SH   SOLE   68,842 0 0
CANADIAN NAT RES LTD COM 136385101 254 10,549 SH   SOLE   10,549 0 0
CANTEL MEDCORP COM 138098108 8,184 103,779 SH   SOLE 1 58,939 0 44,840
CARETRUST REIT INC REIT 14174T107 5,231 235,855 SH   SOLE 1 133,731 0 102,124
CARLISLE COMPANIES INCORPORATED COM 142339100 9,178 58,766 SH   SOLE   58,766 0 0
CARNIVAL CORP. COM 143658300 35,344 1,631,753 SH   SOLE   1,631,753 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 8,844 234,473 SH   SOLE   234,473 0 0
CASEYS GEN STORES COM 147528103 28,710 160,733 SH   SOLE   160,733 0 0
CENTERPOINT ENERGY INC COM 15189T107 39,539 1,827,142 SH   SOLE   1,827,142 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 14,040 362,685 SH   SOLE   362,685 0 0
CHART INDUSTRIES INC COM 16115Q308 38,354 325,613 SH   SOLE 1 262,351 0 63,262
CHEESECAKE FACTORY COM 163072101 4,808 129,730 SH   SOLE 1 73,192 0 56,538
CHIPOTLE MEXICAN G COM 169656105 13,390 9,656 SH   SOLE   9,656 0 0
CMS ENERGY CORPORATION COM 125896100 20,473 335,562 SH   SOLE   335,562 0 0
CNO FINANCIAL GROUP, INC. COM 12621E103 5,255 236,412 SH   SOLE 1 134,285 0 102,127
COCA-COLA HBC AG ADR 191223205 3,561 109,632 SH   SOLE   109,632 0 0
COHEN & STEERS INC COM 19247A100 12,287 165,365 SH   SOLE 1 93,256 0 72,109
COLOPLAST AS ADR 19624Y200 225 14,663 SH   SOLE   14,663 0 0
COMPASS GROUP PLC ADR 20449X401 3,314 176,941 SH   SOLE   176,941 0 0
CONTINENTAL AG ADR 210771200 2,771 185,240 SH   SOLE   185,240 0 0
COPART INC COM 217204106 22,395 175,996 SH   SOLE   175,996 0 0
CORE LABORATORIES COM N22717107 1,862 70,237 SH   SOLE 1 39,637 0 30,600
COSTAR GROUP INC COM 22160N109 23,267 25,173 SH   SOLE   25,173 0 0
COUSINS PROPERTIES INCORPORATED REIT 222795502 8,446 252,115 SH   SOLE   252,115 0 0
CRACKER BARREL OLD COM 22410J106 5,566 42,192 SH   SOLE 1 24,059 0 18,133
CREDICORP COM G2519Y108 12,360 75,356 SH   SOLE   75,356 0 0
CSL ADR 12637N204 2,599 23,591 SH   SOLE   23,591 0 0
Chewy Inc COM 16679L109 27,544 306,423 SH   SOLE   306,423 0 0
Crowdstrike Holdings Inc COM 22788C105 104,467 493,186 SH   SOLE   493,186 0 0
D.R. HORTON, INC. COM 23331A109 33,739 489,537 SH   SOLE   489,537 0 0
DARDEN RESTAURANTS, INC. COM 237194105 24,673 207,127 SH   SOLE   207,127 0 0
DARLING INGREDIENTS, INC COM 237266101 31,627 548,314 SH   SOLE   548,314 0 0
DASSAULT SYSTEMES ADR 237545108 1,719 8,442 SH   SOLE   8,442 0 0
DELTA AIR LINES INC COM 247361702 16,397 407,788 SH   SOLE   407,788 0 0
DESCARTES SYS GROUP INC COM 249906108 10,050 171,850 SH   SOLE 1 96,080 0 75,770
DEXCOM INC COM 252131107 18,717 50,626 SH   SOLE   50,626 0 0
DIAGEO PLC ADR 25243Q205 13,816 86,994 SH   SOLE   86,994 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 33,047 365,035 SH   SOLE   365,035 0 0
DNB ASA ADR 23328E106 4,049 206,466 SH   SOLE   206,466 0 0
DOCUSIGN INC COM 256163106 22,866 102,859 SH   SOLE   102,859 0 0
DOLLAR GENERAL CORPORATION COM 256677105 30,277 143,969 SH   SOLE   143,969 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 26,800 1,040,784 SH   SOLE   1,040,784 0 0
DYCOM INDUSTRIES, INC. COM 267475101 8,338 110,413 SH   SOLE 1 62,554 0 47,859
EAGLE MATERIALS INC. COM 26969P108 37,238 367,420 SH   SOLE   367,420 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 6,146 131,969 SH   SOLE 1 74,642 0 57,327
EATON CORPORATION PLC COM G29183103 10,581 88,072 SH   SOLE   88,072 0 0
EBAY INC. COM 278642103 24,014 477,890 SH   SOLE   477,890 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 23,090 253,097 SH   SOLE   253,097 0 0
EMERGENT BIOSOLUTI COM 29089Q105 13,906 155,200 SH   SOLE   155,200 0 0
ENBRIDGE INC COM 29250N105 11,763 367,693 SH   SOLE   367,693 0 0
ENPHASE ENERGY INC COM 29355A107 11,858 67,580 SH   SOLE   67,580 0 0
ENVESTNET INC COM 29404K106 9,319 113,243 SH   SOLE 1 64,460 0 48,783
EOG RESOURCES, INC. COM 26875P101 22,476 450,693 SH   SOLE   450,693 0 0
EPLUS INC COM 294268107 6,576 74,771 SH   SOLE 1 42,741 0 32,030
ETSY INC COM 29786A106 8,264 46,450 SH   SOLE   46,450 0 0
EURONET WORLDWIDE, INC. COM 298736109 8,713 60,124 SH   SOLE   60,124 0 0
EVERCORE INC COM 29977A105 71,667 653,660 SH   SOLE   653,660 0 0
EVEREST RE GROUP COM G3223R108 37,471 160,071 SH   SOLE   160,071 0 0
EVERGY INC COM 30034W106 40,181 723,859 SH   SOLE   723,859 0 0
EXELIXIS, INC. COM 30161Q104 22,339 1,113,052 SH   SOLE   1,113,052 0 0
EXPEDIA GROUP INC COM 30212P303 23,703 179,022 SH   SOLE   179,022 0 0
FABRINET COM G3323L100 8,171 105,315 SH   SOLE 1 59,733 0 45,582
FANUC CORPORATION ADR 307305102 1,814 73,476 SH   SOLE   73,476 0 0
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 50,649 545,498 SH   SOLE   545,498 0 0
FORWARD AIR CORPN COM 349853101 6,849 89,129 SH   SOLE 1 50,702 0 38,427
FREEPORT-MCMORAN INC COM 35671D857 18,231 700,634 SH   SOLE   700,634 0 0
FRESENIUS SE & CO. KGAA ADR 35804M105 3,089 265,148 SH   SOLE   265,148 0 0
FTI CONSULTING, INC. COM 302941109 14,473 129,551 SH   SOLE   129,551 0 0
G-III APPAREL GP COM 36237H101 5,855 246,648 SH   SOLE 1 139,857 0 106,791
GARMIN LTD COM H2906T109 20,779 173,651 SH   SOLE   173,651 0 0
GENERAC HLDGS COM 368736104 34,462 151,542 SH   SOLE   151,542 0 0
GIVAUDAN SA ADR 37636P108 2,221 26,169 SH   SOLE   26,169 0 0
GPO FIN BANORTE ADR 40052P107 5,683 204,605 SH   SOLE   204,605 0 0
GRAINGER W W INC COM 384802104 45,117 110,488 SH   SOLE   110,488 0 0
GREEN DOT CORP COM 39304D102 5,181 92,843 SH   SOLE 1 52,654 0 40,189
HAIN CELESTIAL GRP COM 405217100 9,836 244,992 SH   SOLE   244,992 0 0
HALOZYME THERAPEUT COM 40637H109 12,920 302,503 SH   SOLE 1 172,143 0 130,360
HARTFORD FINL SVCS GROUP INC COM 416515104 26,892 549,045 SH   SOLE   549,045 0 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 21,603 729,820 SH   SOLE   729,820 0 0
HEALTHCARE SERVICE COM 421906108 5,713 203,326 SH   SOLE 1 114,964 0 88,362
HEALTHEQUITY INC COM 42226A107 10,366 148,700 SH   SOLE 1 84,900 0 63,800
HECLA MINING COMPANY COM 422704106 17,547 2,707,904 SH   SOLE   2,707,904 0 0
HENKEL AG & CO. KGAA ADR 42550U208 13,321 476,952 SH   SOLE   476,952 0 0
HENRY SCHEIN, INC. COM 806407102 16,628 248,702 SH   SOLE   248,702 0 0
HEXCEL CORPORATION COM 428291108 20,694 426,773 SH   SOLE   426,773 0 0
HILLTOP HOLDINGS INC COM 432748101 5,354 194,624 SH   SOLE 1 108,596 0 86,028
HMS HOLDINGS CORP COM 40425J101 7,125 193,873 SH   SOLE 1 110,008 0 83,865
HORIZON THERAPEUTICS PLC COM G46188101 70,597 965,097 SH   SOLE   965,097 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 38,687 2,644,391 SH   SOLE   2,644,391 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 17,592 103,190 SH   SOLE   103,190 0 0
HUNTSMAN CORPORATION COM 447011107 41,607 1,655,001 SH   SOLE   1,655,001 0 0
I3 VERTICALS INC COM 46571Y107 7,590 228,609 SH   SOLE 1 129,730 0 98,879
IAA Inc COM 449253103 12,254 188,581 SH   SOLE   188,581 0 0
ICU MEDICAL INC COM 44930G107 10,220 47,646 SH   SOLE 1 27,296 0 20,350
IDEXX LABORATORIES COM 45168D104 9,821 19,647 SH   SOLE   19,647 0 0
II-VI INCORPORATED COM 902104108 14,855 195,565 SH   SOLE 1 110,723 0 84,842
IMPERIAL OIL LTD COM 453038408 3,023 158,831 SH   SOLE   158,831 0 0
IMPINJ INC COM 453204109 5,263 125,694 SH   SOLE 1 71,076 0 54,618
INPHI CORP COM 45772F107 11,583 72,180 SH   SOLE 1 40,981 0 31,199
INSMED INC COM 457669307 9,729 292,255 SH   SOLE 1 166,162 0 126,093
INSPERITY INC COM 45778Q107 10,189 125,143 SH   SOLE 1 70,940 0 54,203
INSTALLED BUILDING PRODUCTS INC COM 45780R101 11,682 114,610 SH   SOLE 1 65,272 0 49,338
INSULET CORPORATION COM 45784P101 28,710 112,311 SH   SOLE   112,311 0 0
INTEGER HOLDINGS CORPORATION COM 45826H109 8,986 110,679 SH   SOLE 1 62,770 0 47,909
IROBOT CORP COM 462726100 4,800 59,782 SH   SOLE 1 33,921 0 25,861
J2 GLOBAL, INC. COM 48123V102 10,420 106,659 SH   SOLE 1 60,998 0 45,661
JETBLUE AIRWAYS CORPORATION COM 477143101 35,001 2,407,211 SH   SOLE   2,407,211 0 0
JGC HOLDINGS CORPORATION ADR 466140100 2,161 115,641 SH   SOLE   115,641 0 0
KANSAS CITY SOUTHERN COM 485170302 36,611 179,350 SH   SOLE   179,350 0 0
KAO CORP ADR 485537401 251 16,273 SH   SOLE   16,273 0 0
KDDI CORP ADR 48667L106 277 18,654 SH   SOLE   18,654 0 0
KERING S.A. ADR 492089107 2,590 35,749 SH   SOLE   35,749 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 23,689 179,339 SH   SOLE   179,339 0 0
KIRKLAND LAKE GO COM 49741E100 28,550 691,796 SH   SOLE   691,796 0 0
KLA CORPORATION COM 482480100 28,152 108,734 SH   SOLE   108,734 0 0
KNIGHT SWIFT TRANSN HOLDINGS INC COM 499049104 24,013 574,202 SH   SOLE   574,202 0 0
KOMATSU LTD ADR 500458401 2,911 105,149 SH   SOLE   105,149 0 0
KOSE CORPORATION ADR 500679105 291 8,406 SH   SOLE   8,406 0 0
KRATOS DEFENSE & SEC SOLUTIONS INC COM 50077B207 11,523 420,071 SH   SOLE 1 237,631 0 182,440
KUBOTA CORP ADR 501173207 2,898 26,267 SH   SOLE   26,267 0 0
L'OREAL S.A. ADR 502117203 2,447 32,135 SH   SOLE   32,135 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 21,140 111,841 SH   SOLE   111,841 0 0
LAM RESEARCH CORPORATION COM 512807108 10,456 22,139 SH   SOLE   22,139 0 0
LAMB WESTON HOLDINGS INC COM 513272104 19,715 250,383 SH   SOLE   250,383 0 0
LEAR CORPORATION COM 521865204 72,919 458,524 SH   SOLE   458,524 0 0
LENDINGTREE INC COM 52603B107 17,304 63,203 SH   SOLE 1 50,864 0 12,339
LGI HOMES INC COM 50187T106 9,776 92,358 SH   SOLE 1 52,802 0 39,556
LHC GROUP INC COM 50187A107 15,512 72,718 SH   SOLE 1 41,497 0 31,221
LINCOLN NATIONAL CORPORATION COM 534187109 65,625 1,304,415 SH   SOLE   1,304,415 0 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 4,722 275,828 SH   SOLE 1 156,011 0 119,817
LIVE NATION ENTERTAINMENT, INC. COM 538034109 17,146 233,340 SH   SOLE   233,340 0 0
LULULEMON ATHLETIC COM 550021109 8,546 24,555 SH   SOLE   24,555 0 0
LUMENTUM HOLDINGS INCORPORATION COM 55024U109 38,268 403,666 SH   SOLE   403,666 0 0
MAGNITE INC COM 55955D100 19,378 631,007 SH   SOLE 1 358,467 0 272,540
MARATHON PETROLEUM COMPANY COM 56585A102 39,901 964,730 SH   SOLE   964,730 0 0
MARKETAXESS HLDGS COM 57060D108 11,654 20,426 SH   SOLE   20,426 0 0
MARSH & MCLENNAN COMPANIES, INC. COM 571748102 14,174 121,142 SH   SOLE   121,142 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 30,400 107,055 SH   SOLE   107,055 0 0
MARVELL TECH GROUP COM G5876H105 22,180 466,563 SH   SOLE   466,563 0 0
MASIMO CORPORATION COM 574795100 17,249 64,269 SH   SOLE   64,269 0 0
MATCH GROUP INC NEW COM 57667L107 24,442 161,661 SH   SOLE   161,661 0 0
MEDPACE HOLDINGS INC. COM 58506Q109 14,433 103,688 SH   SOLE 1 59,357 0 44,331
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 13,404 11,761 SH   SOLE   11,761 0 0
MID-AMER APT CMNTYS INC REIT 59522J103 55,862 440,931 SH   SOLE   440,931 0 0
MONOLITHIC PWR SYS COM 609839105 28,546 77,946 SH   SOLE   77,946 0 0
MONRO INC COM 610236101 7,603 142,654 SH   SOLE 1 80,888 0 61,766
MOODYS CORP COM 615369105 10,568 36,410 SH   SOLE   36,410 0 0
MSCI INC. COM 55354G100 22,127 49,553 SH   SOLE   49,553 0 0
MTN GROUP LTD ADR 62474M108 3,474 847,285 SH   SOLE   847,285 0 0
MUNICH REINSURANCE ADR 626188106 2,508 84,417 SH   SOLE   84,417 0 0
NEOGENOMICS INC COM 64049M209 11,685 217,023 SH   SOLE 1 123,323 0 93,700
NESTLE SA/AG ADR 641069406 12,059 102,367 SH   SOLE   102,367 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 22,317 232,835 SH   SOLE   232,835 0 0
NITTO ELECTRIC INDUSTRIAL CO ADR 654802206 3,458 77,225 SH   SOLE   77,225 0 0
NORTHERN STAR RESOURCES LTD COM Q6951U101 256 25,342 SH   SOLE   25,342 0 0
NORTON LIFELOCK INC COM 668771108 12,201 587,166 SH   SOLE   587,166 0 0
NOVARTIS AG ADR 66987V109 12,366 130,955 SH   SOLE   130,955 0 0
NOVO NORDISK A/S ADR 670100205 11,798 168,906 SH   SOLE   168,906 0 0
NOVOCURE LTD COM G6674U108 17,626 101,862 SH   SOLE   101,862 0 0
NUANCE COMMUNICATIONS, INC. COM 67020Y100 17,725 402,025 SH   SOLE   402,025 0 0
NUVASIVE INC. COM 670704105 28,246 501,437 SH   SOLE   501,437 0 0
NXP SEMICONDUCTORS NV COM N6596X109 9,248 58,162 SH   SOLE   58,162 0 0
OMNICELL INC COM 68213N109 28,555 237,917 SH   SOLE 1 170,651 0 67,266
ON SEMICONDUCTOR CORP. COM 682189105 21,769 665,106 SH   SOLE   665,106 0 0
ONE GAS, INC. COM 68235P108 16,268 211,901 SH   SOLE   211,901 0 0
OPEN LENDING CORP COM 68373J104 1,856 53,100 SH   SOLE 1 30,324 0 22,776
OREILLY AUTOMOTIVE, INC. COM 67103H107 12,341 27,269 SH   SOLE   27,269 0 0
ORIX CORPORATION ADR 686330101 3,822 49,420 SH   SOLE   49,420 0 0
OWENS CORNING COM 690742101 32,159 424,483 SH   SOLE   424,483 0 0
PAN PACIFIC INTL HLDGS CORP ADR/GDR 69807K105 2,408 103,525 SH   SOLE   103,525 0 0
PAYCOM SOFTWARE INC COM 70432V102 23,766 52,551 SH   SOLE   52,551 0 0
PELOTON INTERACTIVE INC COM 70614W100 16,417 108,206 SH   SOLE   108,206 0 0
PENTAIR PLC COM G7S00T104 25,071 472,238 SH   SOLE   472,238 0 0
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 10,396 218,347 SH   SOLE 1 123,864 0 94,483
PERSIMMON ADR 715318101 341 4,458 SH   SOLE   4,458 0 0
PETMED EXPRESS INC COM 716382106 4,184 130,508 SH   SOLE 1 73,887 0 56,621
PLEXUS CORP COM 729132100 7,151 91,439 SH   SOLE 1 52,157 0 39,282
POWER INTEGRATIONS COM 739276103 9,915 121,119 SH   SOLE 1 68,631 0 52,488
PRA GROUP INC COM 69354N106 4,978 125,525 SH   SOLE 1 71,073 0 54,452
PRA HEALTH SCIENCES INC COM 69354M108 11,121 88,652 SH   SOLE 1 50,824 0 37,828
PROLOGIS INC. REIT 74340W103 22,032 221,076 SH   SOLE   221,076 0 0
PROOFPOINT, INC. COM 743424103 16,078 117,862 SH   SOLE   117,862 0 0
PROTO LABS INC COM 743713109 13,783 89,852 SH   SOLE 1 51,447 0 38,405
PRUDENTIAL PLC ADR 74435K204 17,875 484,017 SH   SOLE   484,017 0 0
PULTE GROUP INC COM 745867101 21,034 487,799 SH   SOLE   487,799 0 0
PURE STORAGE INC COM 74624M102 33,520 1,482,535 SH   SOLE   1,482,535 0 0
QTS REALTY TRUST INC REIT 74736A103 6,586 106,435 SH   SOLE 1 60,268 0 46,167
QUALYS INC COM 74758T303 8,600 70,567 SH   SOLE 1 40,224 0 30,343
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 44,164 1,235,024 SH   SOLE   1,235,024 0 0
RECKITT BENCK GRP ADR 756255204 2,514 138,726 SH   SOLE   138,726 0 0
ROBERT HALF INTL COM 770323103 30,019 480,460 SH   SOLE   480,460 0 0
ROCHE HOLDINGS AG ADR 771195104 2,515 57,370 SH   SOLE   57,370 0 0
ROKU INC COM 77543R102 91,636 275,994 SH   SOLE   275,994 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 45,730 612,263 SH   SOLE   612,263 0 0
ROYAL DUTCH SHELL PLC ADR 780259107 17,371 516,842 SH   SOLE   516,842 0 0
RYANAIR HOLDINGS PLC ADR 783513203 12,908 117,367 SH   SOLE   117,367 0 0
SANDVIK A/B ADR 800212201 3,304 134,376 SH   SOLE   134,376 0 0
SAP SE ADR 803054204 10,669 81,824 SH   SOLE   81,824 0 0
SEMTECH CORPORATION COM 816850101 12,347 171,269 SH   SOLE 1 96,386 0 74,883
SERVICENOW INC COM 81762P102 12,575 22,845 SH   SOLE   22,845 0 0
SIEMENS AG ADR 826197501 2,428 33,819 SH   SOLE   33,819 0 0
SINGAPORE TELECOMMUNICATIONS ADR 82929R304 3,714 213,448 SH   SOLE   213,448 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 52,431 342,953 SH   SOLE   342,953 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 22,355 70,052 SH   SOLE   70,052 0 0
SOUTHWEST AIRLINES CO. COM 844741108 21,386 458,826 SH   SOLE   458,826 0 0
SPLUNK INC COM 848637104 13,505 79,491 SH   SOLE   79,491 0 0
SPOTIFY TECHNOLOGY S.A. COM L8681T102 19,015 60,431 SH   SOLE   60,431 0 0
STAG INDUSTRIAL, INC. REIT 85254J102 42,574 1,359,321 SH   SOLE   1,359,321 0 0
STONERIDGE INC. COM 86183P102 6,826 225,800 SH   SOLE 1 128,148 0 97,652
SUPERNUS PHARMACEUTICALS, INC COM 868459108 7,272 289,028 SH   SOLE 1 164,192 0 124,836
SVB FINANCIAL GROUP COM 78486Q101 55,770 143,801 SH   SOLE   143,801 0 0
SYNOVUS FINANCIAL CORP. COM 87161C501 25,033 773,344 SH   SOLE   773,344 0 0
SYSMEX CORP ADR 87184P109 2,277 37,851 SH   SOLE   37,851 0 0
SYSTEMAX INC COM 871851101 8,590 239,352 SH   SOLE 1 135,518 0 103,834
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 6,665 61,125 SH   SOLE   61,125 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC. COM 874054109 21,474 103,345 SH   SOLE   103,345 0 0
TELEFLEX INCORPORATED COM 879369106 19,047 46,279 SH   SOLE   46,279 0 0
TEXAS ROADHOUSE COM 882681109 26,100 333,930 SH   SOLE   333,930 0 0
TEXTRON INC. COM 883203101 19,090 395,000 SH   SOLE   395,000 0 0
THE TIMKEN COMPANY COM 887389104 25,104 324,511 SH   SOLE   324,511 0 0
THE TRADE DESK INC COM 88339J105 5,260 6,567 SH   SOLE   6,567 0 0
THOR INDUSTRIES COM 885160101 36,098 388,196 SH   SOLE 1 352,080 0 36,116
TOKYO ELECTRON LTD ADR 889110102 4,286 45,801 SH   SOLE   45,801 0 0
TOTAL SE ADR 89151E109 2,860 68,235 SH   SOLE   68,235 0 0
TPI COMPOSITES INC COM 87266J104 15,036 284,885 SH   SOLE 1 161,344 0 123,541
TRACTOR SUPPLY CO COM 892356106 13,831 98,384 SH   SOLE   98,384 0 0
TWILIO INC COM 90138F102 19,407 57,331 SH   SOLE   57,331 0 0
TWITTER INC COM 90184L102 8,938 165,058 SH   SOLE   165,058 0 0
ULTA BEAUTY INC COM 90384S303 20,066 69,879 SH   SOLE   69,879 0 0
UNICHARM CORP ADR 90460M204 212 22,109 SH   SOLE   22,109 0 0
UNITED OVERSEAS BANK LIMITED ADR 911271302 3,847 112,596 SH   SOLE   112,596 0 0
UNITED RENTALS, INC. COM 911363109 26,718 115,209 SH   SOLE   115,209 0 0
UNIVERSAL DISPLAY COM 91347P105 18,835 81,962 SH   SOLE   81,962 0 0
UNIVERSAL HEALTH SERVICES, INC. COM 913903100 12,632 91,866 SH   SOLE   91,866 0 0
UPLAND SOFTWARE INC COM 91544A109 9,686 211,070 SH   SOLE 1 119,639 0 91,431
US PHYSICAL THERAP COM 90337L108 11,098 92,289 SH   SOLE 1 52,989 0 39,300
VAIL RESORTS, INC. COM 91879Q109 17,433 62,493 SH   SOLE   62,493 0 0
VAREX IMAGING CORPORATION COM 92214X106 2,818 168,936 SH   SOLE 1 96,114 0 72,822
VEEVA SYSTEMS INC COM 922475108 20,039 73,605 SH   SOLE   73,605 0 0
VERICEL CORPORATION COM 92346J108 12,164 393,921 SH   SOLE 1 224,721 0 169,200
VERINT SYSTEMS INC COM 92343X100 8,247 122,767 SH   SOLE 1 69,919 0 52,848
VERISK ANALYTICS, INC. COM 92345Y106 8,017 38,621 SH   SOLE   38,621 0 0
VOLKSWAGEN AKTIENGESELLSCHAFT ADR 928662600 3,142 150,710 SH   SOLE   150,710 0 0
VOYA FINANCIAL INC COM 929089100 23,742 403,700 SH   SOLE   403,700 0 0
VULCAN MATERIALS COMPANY COM 929160109 30,248 203,951 SH   SOLE   203,951 0 0
W.R. BERKLEY CORPORATION COM 084423102 9,790 147,397 SH   SOLE   147,397 0 0
WAL-MART DE MEXICO ADR 93114W107 14,028 498,506 SH   SOLE   498,506 0 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 25,994 282,451 SH   SOLE   282,451 0 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 7,820 95,839 SH   SOLE   95,839 0 0
WHITE MOUNTNS INSU COM G9618E107 13,491 13,482 SH   SOLE   13,482 0 0
WOODSIDE PETROLEUM LTD. ADR 980228308 2,642 151,116 SH   SOLE   151,116 0 0
WORKDAY INC COM 98138H101 24,730 103,209 SH   SOLE   103,209 0 0
WPP PLC ADR 92937A102 3,087 57,085 SH   SOLE   57,085 0 0
XILINX INC. COM 983919101 16,836 118,756 SH   SOLE   118,756 0 0
XYLEM, INC. COM 98419M100 30,700 301,605 SH   SOLE   301,605 0 0
YETI HLDGS INC COM 98585X104 10,528 153,755 SH   SOLE   153,755 0 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 34,322 89,304 SH   SOLE   89,304 0 0
ZSCALER INC COM 98980G102 27,596 138,182 SH   SOLE   138,182 0 0
ZYNGA INC COM 98986T108 40,110 4,063,783 SH   SOLE   4,063,783 0 0