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
CHUBB LIMITED COM H1467J104 570,634 4,789,206 SH   SOLE   4,789,206 0 0
ADDUS HOMECARE CORP COM 006739106 3,330 193,716 SH   SOLE   193,716 0 0
ALON USA ENERGY INC COM 020520102 4,558 441,666 SH   SOLE   441,666 0 0
ALPHABET INC CAP STK CL A 02079K305 16,331 21,407 SH   SOLE   21,407 0 0
AMAZON COM INC COM 023135106 23,197 39,076 SH   SOLE   39,076 0 0
AMERICAN SOFTWARE INC CL A 029683109 2,332 259,090 SH   SOLE   259,090 0 0
AMERICAS CAR MART INC COM 03062T105 3,730 149,202 SH   SOLE   149,202 0 0
AMERISAFE INC COM 03071H100 11,407 217,118 SH   SOLE   217,118 0 0
AMPHENOL CORP NEW CL A 032095101 23,926 413,808 SH   SOLE   413,808 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 9,404 163,875 SH   SOLE   163,875 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 328,415 7,516,933 SH   SOLE   7,516,933 0 0
ASSOCIATED BANC CORP COM 045487105 11,113 619,480 SH   SOLE   619,480 0 0
ATLAS FINANCIAL HOLDINGS INC SHS NEW G06207115 4,619 254,648 SH   SOLE   254,648 0 0
AVISTA CORP COM 05379B107 8,730 214,075 SH   SOLE   214,075 0 0
BANC OF CALIFORNIA INC COM 05990K106 5,846 334,035 SH   SOLE   334,035 0 0
BARNES GROUP INC COM 067806109 11,221 320,306 SH   SOLE   320,306 0 0
BBCN BANCORP INC COM 073295107 6,379 419,930 SH   SOLE   419,930 0 0
BRF SA SPONSORED ADR 10552T107 4,204 295,637 SH   SOLE   295,637 0 0
BRINKER INTL INC COM 109641100 8,387 182,526 SH   SOLE   182,526 0 0
BROOKS AUTOMATION INC COM 114340102 14,861 1,428,925 SH   SOLE   1,428,925 0 0
BROWN FORMAN CORP CL B 115637209 25,711 261,109 SH   SOLE   261,109 0 0
CALAMOS ASSET MGMT INC CL A 12811R104 889 104,794 SH   SOLE   104,794 0 0
CALATLANTIC GROUP INC COM 128195104 9,409 281,538 SH   SOLE   281,538 0 0
CANADIAN NATL RY CO COM 136375102 24,908 398,783 SH   SOLE   398,783 0 0
CANADIAN PAC RY LTD COM 13645T100 388,218 2,925,749 SH   SOLE   2,925,749 0 0
CASS INFORMATION SYS INC COM 14808P109 2,669 50,989 SH   SOLE   50,989 0 0
CHASE CORP COM 16150R104 3,334 63,398 SH   SOLE   63,398 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 7,052 61,598 SH   SOLE   61,598 0 0
CHUBB LIMITED COM H1467J104 570,634 4,789,206 SH   SOLE   4,789,206 0 0
CNO FINL GROUP INC COM 12621E103 17,995 1,004,184 SH   SOLE   1,004,184 0 0
COGNEX CORP COM 192422103 22,842 586,461 SH   SOLE   586,461 0 0
COMMERCIAL METALS CO COM 201723103 9,437 556,079 SH   SOLE   556,079 0 0
AMBEV SA SPONSORED ADR 02319V103 6,392 1,233,991 SH   SOLE   1,233,991 0 0
COOPER COS INC COM NEW 216648402 24,693 160,377 SH   SOLE   160,377 0 0
CORE LABORATORIES N V COM N22717107 382,891 3,406,208 SH   SOLE   3,406,208 0 0
COSTCO WHSL CORP NEW COM 22160K105 21,580 136,949 SH   SOLE   136,949 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 16,202 187,312 SH   SOLE   187,312 0 0
CROWN CRAFTS INC COM 228309100 2,473 267,398 SH   SOLE   267,398 0 0
CSG SYS INTL INC COM 126349109 12,452 275,731 SH   SOLE   275,731 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 375,207 8,477,345 SH   SOLE   8,477,345 0 0
CULP INC COM 230215105 1,708 65,126 SH   SOLE   65,126 0 0
CVB FINL CORP COM 126600105 17,557 1,006,107 SH   SOLE   1,006,107 0 0
EL PASO ELEC CO COM NEW 283677854 7,901 172,210 SH   SOLE   172,210 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 1,718 65,159 SH   SOLE   65,159 0 0
ENNIS INC COM 293389102 5,047 258,159 SH   SOLE   258,159 0 0
EPAM SYS INC COM 29414B104 3,805 50,962 SH   SOLE   50,962 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 1,197 17,420 SH   SOLE   17,420 0 0
FACEBOOK INC CL A 30303M102 28,124 246,486 SH   SOLE   246,486 0 0
FINISH LINE INC CL A 317923100 8,435 399,767 SH   SOLE   399,767 0 0
FNB CORP PA COM 302520101 11,618 893,015 SH   SOLE   893,015 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 1,036 10,759 SH   SOLE   10,759 0 0
GATX CORP COM 361448103 7,952 167,413 SH   SOLE   167,413 0 0
GLACIER BANCORP INC NEW COM 37637Q105 7,237 284,690 SH   SOLE   284,690 0 0
GLOBAL INDEMNITY PLC SHS G39319101 11,158 358,427 SH   SOLE   358,427 0 0
GLOBANT S A COM L44385109 1,778 57,614 SH   SOLE   57,614 0 0
GRAHAM CORP COM 384556106 4,780 240,091 SH   SOLE   240,091 0 0
GRAN TIERRA ENERGY INC COM 38500T101 3,501 1,417,111 SH   SOLE   1,417,111 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 10,500 178,898 SH   SOLE   178,898 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 6,677 243,146 SH   SOLE   243,146 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 327,132 5,308,006 SH   SOLE   5,308,006 0 0
ICON PLC SHS G4705A100 358,607 4,775,062 SH   SOLE   4,775,062 0 0
ICU MED INC COM 44930G107 9,918 95,270 SH   SOLE   95,270 0 0
INNOSPEC INC COM 45768S105 6,149 141,810 SH   SOLE   141,810 0 0
INSIGHT ENTERPRISES INC COM 45765U103 14,448 504,465 SH   SOLE   504,465 0 0
IPG PHOTONICS CORP COM 44980X109 20,775 216,232 SH   SOLE   216,232 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,910 80,866 SH   SOLE   80,866 0 0
LAZARD LTD SHS A G54050102 191,415 4,933,376 SH   SOLE   4,933,376 0 0
LIBERTY TAX INC CL A 53128T102 1,282 65,426 SH   SOLE   65,426 0 0
LIFEPOINT HEALTH INC COM 53219L109 9,365 135,228 SH   SOLE   135,228 0 0
LINKEDIN CORP COM CL A 53578A108 457 4,000 SH   SOLE   4,000 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 2,825 51,341 SH   SOLE   51,341 0 0
MERCADOLIBRE INC COM 58733R102 37,379 317,174 SH   SOLE   317,174 0 0
MESA LABS INC COM 59064R109 690 7,160 SH   SOLE   7,160 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 1,794 82,956 SH   SOLE   82,956 0 0
NIKE INC CL B 654106103 12,321 200,441 SH   SOLE   200,441 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106 7,602 539,562 SH   SOLE   539,562 0 0
NOVO-NORDISK A S ADR 670100205 451,365 8,329,290 SH   SOLE   8,329,290 0 0
OLD REP INTL CORP COM 680223104 9,767 534,289 SH   SOLE   534,289 0 0
OLIN CORP COM PAR $1 680665205 5,515 317,496 SH   SOLE   317,496 0 0
OMEGA PROTEIN CORP COM 68210P107 5,374 317,221 SH   SOLE   317,221 0 0
OWENS & MINOR INC NEW COM 690732102 9,570 236,763 SH   SOLE   236,763 0 0
PERRIGO CO PLC SHS G97822103 246,768 1,928,929 SH   SOLE   1,928,929 0 0
PRAXAIR INC COM 74005P104 17,814 155,653 SH   SOLE   155,653 0 0
PRICESMART INC COM 741511109 6,670 78,860 SH   SOLE   78,860 0 0
PROGRESS SOFTWARE CORP COM 743312100 10,436 432,652 SH   SOLE   432,652 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 21,706 333,420 SH   SOLE   333,420 0 0
SAGA COMMUNICATIONS INC CL A NEW 786598300 1,573 39,260 SH   SOLE   39,260 0 0
SCHLUMBERGER LTD COM 806857108 16,469 223,311 SH   SOLE   223,311 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 308,962 7,954,727 SH   SOLE   7,954,727 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 5,909 93,114 SH   SOLE   93,114 0 0
SNAP ON INC COM 833034101 9,502 60,530 SH   SOLE   60,530 0 0
SP PLUS CORP COM 78469C103 1,935 80,409 SH   SOLE   80,409 0 0
STARBUCKS CORP COM 855244109 15,758 263,958 SH   SOLE   263,958 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 704,212 26,878,315 SH   SOLE   26,878,315 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 20,996 557,382 SH   SOLE   557,382 0 0
TANDY LEATHER FACTORY INC COM 87538X105 2,852 410,424 SH   SOLE   410,424 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 28,864 915,457 SH   SOLE   915,457 0 0
TEEKAY TANKERS LTD CL A Y8565N102 11,525 3,140,235 SH   SOLE   3,140,235 0 0
GREENBRIER COS INC COM 393657101 8,769 317,236 SH   SOLE   317,236 0 0
THERMON GROUP HLDGS INC COM 88362T103 2,548 145,109 SH   SOLE   145,109 0 0
TRANSCAT INC COM 893529107 3,937 388,295 SH   SOLE   388,295 0 0
TRIPADVISOR INC COM 896945201 16,490 247,964 SH   SOLE   247,964 0 0
TUESDAY MORNING CORP COM NEW 899035505 5,814 710,695 SH   SOLE   710,695 0 0
UFP TECHNOLOGIES INC COM 902673102 5,426 243,652 SH   SOLE   243,652 0 0
UTAH MED PRODS INC COM 917488108 3,644 58,262 SH   SOLE   58,262 0 0
VERISK ANALYTICS INC COM 92345Y106 23,822 298,071 SH   SOLE   298,071 0 0
VISA INC COM CL A 92826C839 15,887 207,726 SH   SOLE   207,726 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 23,332 251,553 SH   SOLE   251,553 0 0
WERNER ENTERPRISES INC COM 950755108 8,771 322,922 SH   SOLE   322,922 0 0
WESTERN REFNG INC COM 959319104 11,039 379,506 SH   SOLE   379,506 0 0
WINMARK CORP COM 974250102 3,680 37,560 SH   SOLE   37,560 0 0
WINTRUST FINL CORP COM 97650W108 10,281 231,869 SH   SOLE   231,869 0 0
WORKDAY INC CL A 98138H101 26,074 339,326 SH   SOLE   339,326 0 0
WORTHINGTON INDS INC COM 981811102 5,528 155,108 SH   SOLE   155,108 0 0
WYNN RESORTS LTD COM 983134107 280 3,000 SH   SOLE   3,000 0 0
YANDEX N V SHS CLASS A N97284108 192,991 12,597,336 SH   SOLE   12,597,336 0 0