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
Descartes Systems Group Inc COM 2141941 308 15,336 SH   SOLE   15,336 0 0
AAC Technologies Holdings Inc COM 000304105 1,628 24,957 SH   SOLE   24,957 0 0
ABB Ltd COM 000375204 2,264 127,689 SH   SOLE   127,689 0 0
Abiomed Inc COM 003654100 26,272 291,009 SH   SOLE   291,009 0 0
Acorda Therapeutics Inc COM 00484m106 3,186 74,475 SH   SOLE   74,475 0 0
Activision Blizzard Inc COM 00507v109 17,939 463,426 SH   SOLE   463,426 0 0
Acuity Brands Inc COM 00508y102 44,328 189,597 SH   SOLE   189,597 0 0
Acxiom Corp COM 005125109 722 34,500 SH   SOLE   34,500 0 0
Adecco SA COM 006754204 3,574 103,850 SH   SOLE   103,850 0 0
Adeptus Health Inc-Class A COM 006855100 1,542 28,275 SH   SOLE   28,275 0 0
Adobe Systems Inc COM 00724f101 223 2,370 SH   SOLE   2,370 0 0
Adtran Inc COM 00738a106 1,740 101,025 SH   SOLE   101,025 0 0
Aegion Corporation COM 00770f104 2,676 138,600 SH   SOLE   138,600 0 0
Affiliated Managers Group Inc COM 008252108 10,204 63,869 SH   SOLE   63,869 0 0
AFLAC Inc COM 001055102 48,833 815,236 SH   SOLE   815,236 0 0
Agnico Eagle Mines Ltd COM 008474108 27,466 1,045,122 SH   SOLE   1,045,122 0 0
Air Liquide-Unsponsored ADR COM 009126202 2,833 125,813 SH   SOLE   125,813 0 0
Air Methods Corp COM 009128307 4,484 106,950 SH   SOLE   106,950 0 0
Akorn Inc COM 009728106 5,401 144,750 SH   SOLE   144,750 0 0
Alaska Air Group Inc COM 011659109 6,721 83,485 SH   SOLE   83,485 0 0
Allergan PLC COM g0177j108 397 1,272 SH   SOLE   1,272 0 0
Allianz SE - ADR COM 018805101 40,153 2,260,082 SH   SOLE   2,260,082 0 0
Alphabet Inc COM 02079k107 336 443 SH   SOLE   443 0 0
Amazon Com Inc COM 023135106 224 332 SH   SOLE   332 0 0
Ambarella Inc Ord COM g037ax101 3,675 65,925 SH   SOLE   65,925 0 0
Amerco COM 023586100 19,625 50,385 SH   SOLE   50,385 0 0
American Eagle Outfitters Inc COM 02553e106 17,775 1,146,796 SH   SOLE   1,146,796 0 0
Amerisourcebergen Corp COM 03073e105 27,924 269,250 SH   SOLE   269,250 0 0
Amphenol Corp New COM 032095101 228 4,365 SH   SOLE   4,365 0 0
Amsurg Corp COM 03232p405 14,471 190,410 SH   SOLE   190,410 0 0
Anadarko Pete Corp COM 032511107 414 8,518 SH   SOLE   8,518 0 0
Anheuser-Busch InBev NV COM 03524a108 378 3,026 SH   SOLE   3,026 0 0
Arch Capital Group Ltd COM g0450a105 28,574 409,668 SH   SOLE   409,668 0 0
Astellas Pharma Inc COM 04623u102 1,139 79,122 SH   SOLE   79,122 0 0
Atmos Energy Corp COM 049560105 129,223 2,049,853 SH   SOLE   2,049,853 0 0
Avago Technologies Ltd Ord COM y0486s104 13,757 94,776 SH   SOLE   94,776 0 0
Avnet Inc COM 053807103 9,836 229,599 SH   SOLE   229,599 0 0
AXA Group S A - ADR COM 054536107 4,511 164,606 SH   SOLE   164,606 0 0
Axis Capital Holdings Limited COM g0692u109 19,232 342,077 SH   SOLE   342,077 0 0
Balchem Corporation COM 057665200 4,034 66,353 SH   SOLE   66,353 0 0
Ball Corp COM 058498106 306 4,204 SH   SOLE   4,204 0 0
Banco Bilbao Vizcaya Argentari COM 05946k101 100 13,700 SH   SOLE   13,700 0 0
Bank of America Corporation COM 060505104 243 14,412 SH   SOLE   14,412 0 0
BankUnited Inc COM 06652k103 45,068 1,249,793 SH   SOLE   1,249,793 0 0
Barclays Plc COM 06738e204 40,156 3,098,440 SH   SOLE   3,098,440 0 0
BASF SE COM 055262505 4,062 52,872 SH   SOLE   52,872 0 0
Bayer AG COM 072730302 31,600 251,209 SH   SOLE   251,209 0 0
Bayerische Motoren Werke A G COM 072743206 473 13,369 SH   SOLE   13,369 0 0
BHP Billiton Ltd COM 088606108 25,675 996,714 SH   SOLE   996,714 0 0
Big Lots Inc COM 089302103 12,353 320,521 SH   SOLE   320,521 0 0
Biomarin Pharmaceutical Inc COM 09061g101 11,211 107,013 SH   SOLE   107,013 0 0
BNP Paribas SA COM 05565a202 4,260 150,154 SH   SOLE   150,154 0 0
Boeing Co COM 097023105 201 1,390 SH   SOLE   1,390 0 0
Boston Scientific Corp COM 101137107 346 18,773 SH   SOLE   18,773 0 0
Broadridge Financial Solutions COM 11133t103 230 4,279 SH   SOLE   4,279 0 0
BroadSoft Inc COM 11133b409 6,437 182,050 SH   SOLE   182,050 0 0
Bruker Corporation COM 116794108 6,609 272,300 SH   SOLE   272,300 0 0
Buckle Inc COM 118440106 4,221 137,125 SH   SOLE   137,125 0 0
BWX Technologies Inc COM 05605h100 39,053 1,229,240 SH   SOLE   1,229,240 0 0
Canadian Natural Resources Ltd COM 136385101 32,190 1,474,559 SH   SOLE   1,474,559 0 0
Canadian Pacific Railway Ltd COM 13645t100 425 3,328 SH   SOLE   3,328 0 0
Carpenter Technology Corp COM 144285103 971 32,071 SH   SOLE   32,071 0 0
Carrefour SA COM 144430204 2,368 402,722 SH   SOLE   402,722 0 0
Casey's General Stores Inc COM 147528103 27,344 227,017 SH   SOLE   227,017 0 0
CBOE Holdings Inc COM 12503m108 19,697 303,501 SH   SOLE   303,501 0 0
CBS Corporation COM 124857202 217 4,595 SH   SOLE   4,595 0 0
Celadon Group Inc COM 150838100 1,388 140,325 SH   SOLE   140,325 0 0
Celanese Corp COM 150870103 27,422 407,282 SH   SOLE   407,282 0 0
Celgene Corp COM 151020104 230 1,921 SH   SOLE   1,921 0 0
Centene Corp Del COM 15135b101 7,180 109,107 SH   SOLE   109,107 0 0
Cerner Corp COM 156782104 30,939 514,197 SH   SOLE   514,197 0 0
CF Industries Holdings Inc COM 125269100 5,479 134,246 SH   SOLE   134,246 0 0
Chart Industries Inc COM 16115q308 853 47,500 SH   SOLE   47,500 0 0
Chipotle Mexican Grill Inc COM 169656105 17,299 36,051 SH   SOLE   36,051 0 0
Citizens Financial Group COM 174610105 34,997 1,336,263 SH   SOLE   1,336,263 0 0
CNO Financial Group Inc COM 12621e103 4,174 218,668 SH   SOLE   218,668 0 0
Coca-Cola HBC AG COM 191223205 1,362 64,790 SH   SOLE   64,790 0 0
Cognizant Technology Solutio COM 192446102 269 4,475 SH   SOLE   4,475 0 0
Cohen & Steers Inc COM 19247a100 3,566 117,001 SH   SOLE   117,001 0 0
Comcast Corp New COM 20030n101 293 5,186 SH   SOLE   5,186 0 0
Compass Group Plc COM 20449x302 3,061 176,743 SH   SOLE   176,743 0 0
Computer Sciences Corp COM 205363104 48,599 1,487,117 SH   SOLE   1,487,117 0 0
Conagra Foods Inc COM 205887102 36,993 877,438 SH   SOLE   877,438 0 0
Continental ag COM 210771200 2,673 54,787 SH   SOLE   54,787 0 0
Cracker Barrel Old Country Sto COM 22410j106 6,332 49,925 SH   SOLE   49,925 0 0
Credicorp Ltd COM g2519y108 44,574 458,010 SH   SOLE   458,010 0 0
Crown Holdings Inc COM 228368106 340 6,699 SH   SOLE   6,699 0 0
CSL Limited Sponsored ADR COM 12637n204 3,248 84,788 SH   SOLE   84,788 0 0
CSRA Inc COM 12650t104 41,360 1,378,670 SH   SOLE   1,378,670 0 0
Cynosure Inc COM 232577205 7,159 160,275 SH   SOLE   160,275 0 0
Cypress Semiconductor Corp COM 232806109 114 11,574 SH   SOLE   11,574 0 0
D R Horton Inc COM 23331a109 8,735 272,709 SH   SOLE   272,709 0 0
Daimler AG F COM 233825108 2,347 27,853 SH   SOLE   27,853 0 0
Daktronics Inc COM 234264109 1,980 227,100 SH   SOLE   227,100 0 0
Danske Bank A/S COM 236363107 204 15,105 SH   SOLE   15,105 0 0
Darden Restaurants Inc COM 237194105 32,060 503,779 SH   SOLE   503,779 0 0
Dassault Sys S A - ADR COM 237545108 1,558 19,442 SH   SOLE   19,442 0 0
Davita Healthcare Partners Inc COM 23918k108 19,075 273,636 SH   SOLE   273,636 0 0
Descartes Sys Group Inc COM 249906108 2,253 112,200 SH   SOLE   112,200 0 0
Diageo Plc COM 25243q205 37,520 344,000 SH   SOLE   344,000 0 0
Dollar Tree Inc COM 256746108 9,053 117,233 SH   SOLE   117,233 0 0
DST Systems Inc COM 233326107 42,750 374,804 SH   SOLE   374,804 0 0
DSW Inc COM 23334l102 20,107 842,707 SH   SOLE   842,707 0 0
DTE Energy Co COM 233331107 41,327 515,368 SH   SOLE   515,368 0 0
Edwards Lifesciences Corp COM 28176e108 22,039 279,043 SH   SOLE   279,043 0 0
Electronics for Imaging Inc COM 286082102 3,713 79,450 SH   SOLE   79,450 0 0
Enbridge Inc COM 29250n105 21,071 634,862 SH   SOLE   634,862 0 0
Energen Corp COM 29265n108 10,692 260,836 SH   SOLE   260,836 0 0
Eplus Inc COM 294268107 4,061 43,550 SH   SOLE   43,550 0 0
Euronet Worldwide Inc COM 298736109 264 3,650 SH   SOLE   3,650 0 0
EverBank Financial Corp COM 29977g102 2,525 158,000 SH   SOLE   158,000 0 0
Expedia Inc COM 30212p303 16,105 129,567 SH   SOLE   129,567 0 0
Facebook Inc - A Shs COM 30303m102 421 4,019 SH   SOLE   4,019 0 0
Fanuc Corporation - Unsp ADR COM 307305102 1,996 68,346 SH   SOLE   68,346 0 0
Fiserv Inc COM 337738108 14,314 156,503 SH   SOLE   156,503 0 0
Fomento Economico Mexicano SAB COM 344419106 720 7,800 SH   SOLE   7,800 0 0
Foot Locker Inc COM 344849104 26,075 400,594 SH   SOLE   400,594 0 0
Frank's International N.V COM n33462107 289 17,300 SH   SOLE   17,300 0 0
Fresenius SE & Co COM 35804m105 2,356 131,504 SH   SOLE   131,504 0 0
Fuji Heavy Inds Ltd COM 359556206 3,261 39,014 SH   SOLE   39,014 0 0
Gemalto NV COM 36863n208 1,569 52,273 SH   SOLE   52,273 0 0
General Dynamics Corp COM 369550108 285 2,072 SH   SOLE   2,072 0 0
General Electric Co COM 369604103 300 9,640 SH   SOLE   9,640 0 0
Genomic Health Inc COM 37244c101 2,457 69,800 SH   SOLE   69,800 0 0
Geospace Technologies Corp COM 37364x109 844 59,960 SH   SOLE   59,960 0 0
Gildan Activewear Inc COM 375916103 309 10,873 SH   SOLE   10,873 0 0
Givaudan SA COM 37636p108 1,579 43,360 SH   SOLE   43,360 0 0
Grupo Financiero Banorte SAB d COM 40052p107 206 7,507 SH   SOLE   7,507 0 0
Gulfport Energy Corp COM 402635304 25,444 1,035,582 SH   SOLE   1,035,582 0 0
Hain Celestial Group Inc COM 405217100 16,301 403,597 SH   SOLE   403,597 0 0
Hanes Brands Inc. W/I COM 410345102 7,735 262,825 SH   SOLE   262,825 0 0
Harman International Industrie COM 413086109 18,789 199,440 SH   SOLE   199,440 0 0
Harris Corp Del COM 413875105 38,774 446,194 SH   SOLE   446,194 0 0
Hartford Financial Services Gr COM 416515104 32,706 752,563 SH   SOLE   752,563 0 0
HealthEquity COM 42226a107 1,240 49,450 SH   SOLE   49,450 0 0
Hexcel Corp New COM 428291108 15,743 338,928 SH   SOLE   338,928 0 0
Hilltop Holdings Inc COM 432748101 2,285 118,900 SH   SOLE   118,900 0 0
HMS Hldgs Corp COM 40425j101 1,280 103,750 SH   SOLE   103,750 0 0
Honda Motor Ltd - ADR COM 438128308 47,828 1,497,916 SH   SOLE   1,497,916 0 0
Honeywell International Inc COM 438516106 302 2,916 SH   SOLE   2,916 0 0
Hormel Foods Corp COM 440452100 13,248 167,532 SH   SOLE   167,532 0 0
Host Hotels & Resorts Inc COM 44107p104 14,339 934,723 SH   SOLE   934,723 0 0
HSBC Holdings Plc COM 404280406 44,699 1,132,481 SH   SOLE   1,132,481 0 0
Humana Inc COM 444859102 7,974 44,670 SH   SOLE   44,670 0 0
Huntington Ingalls Inds Inc COM 446413106 24,878 196,120 SH   SOLE   196,120 0 0
Icu Med Inc COM 44930g107 5,988 53,095 SH   SOLE   53,095 0 0
Ii VI Inc COM 902104108 3,943 212,425 SH   SOLE   212,425 0 0
Impax Laboratories Inc COM 45256b101 4,335 101,375 SH   SOLE   101,375 0 0
Imperial Oil Ltd COM 453038408 49,716 1,528,768 SH   SOLE   1,528,768 0 0
Incyte Corp COM 45337c102 14,162 130,589 SH   SOLE   130,589 0 0
Integrated Device Technology COM 458118106 473 17,948 SH   SOLE   17,948 0 0
InterActiveCorp COM 44919p508 10,032 167,065 SH   SOLE   167,065 0 0
InvenSense Inc COM 46123d205 2,215 216,550 SH   SOLE   216,550 0 0
Ionis Pharmaceuticals Inc COM 462222100 11,116 179,499 SH   SOLE   179,499 0 0
iRobot Corporation COM 462726100 4,304 121,575 SH   SOLE   121,575 0 0
J2 Global Inc COM 48123v102 7,005 85,100 SH   SOLE   85,100 0 0
Jack Henry & Assoc Inc COM 426281101 22,006 281,917 SH   SOLE   281,917 0 0
Japan Tobacco Inc - Unspon ADR COM 471105205 3,826 205,901 SH   SOLE   205,901 0 0
Jetblue Airways Corp COM 477143101 6,478 285,987 SH   SOLE   285,987 0 0
JGC Corp COM 466140100 2,029 65,515 SH   SOLE   65,515 0 0
JM Smucker Co COM 832696405 23,189 188,009 SH   SOLE   188,009 0 0
Kao Corp COM 485537302 823 15,822 SH   SOLE   15,822 0 0
Keycorp New COM 493267108 21,946 1,663,856 SH   SOLE   1,663,856 0 0
Kirby Corp COM 497266106 13,415 254,937 SH   SOLE   254,937 0 0
Kirin Holdings Company Ltd. COM 497350306 376 27,469 SH   SOLE   27,469 0 0
Komatsu Ltd COM 500458401 1,872 113,033 SH   SOLE   113,033 0 0
Kroger CO COM 501044101 22,876 546,890 SH   SOLE   546,890 0 0
Kubota Corp COM 501173207 3,259 41,532 SH   SOLE   41,532 0 0
L'Oreal Co SA COM 502117203 2,055 60,900 SH   SOLE   60,900 0 0
Lam Research Corp COM 512807108 12,363 155,667 SH   SOLE   155,667 0 0
Lazard Ltd COM g54050102 11,541 256,402 SH   SOLE   256,402 0 0
Lear Corp COM 521865204 27,900 227,146 SH   SOLE   227,146 0 0
Lending Tree Inc COM 52603b107 4,047 45,325 SH   SOLE   45,325 0 0
Lincoln National Corp COM 534187109 31,431 625,368 SH   SOLE   625,368 0 0
Lindblad Expeditions Holding COM 535219109 1,165 104,825 SH   SOLE   104,825 0 0
Lions Gate Entertainment Corp COM 535919203 222 6,853 SH   SOLE   6,853 0 0
Louisiana Pac Corp COM 546347105 11,910 661,287 SH   SOLE   661,287 0 0
Magna International Inc COM 559222401 52,811 1,302,056 SH   SOLE   1,302,056 0 0
Manpower Inc COM 56418h100 18,644 221,189 SH   SOLE   221,189 0 0
Marathon Petroleum Corp COM 56585a102 23,436 452,079 SH   SOLE   452,079 0 0
Martin Marietta Materials Inc COM 573284106 14,051 102,877 SH   SOLE   102,877 0 0
Masco Corp COM 574599106 14,616 516,452 SH   SOLE   516,452 0 0
Medivation Inc COM 58501n101 14,922 308,683 SH   SOLE   308,683 0 0
Merck KGaA ADR COM 589339100 400 12,329 SH   SOLE   12,329 0 0
Mettler Toledo International COM 592688105 38,424 113,303 SH   SOLE   113,303 0 0
Micron Technology Inc COM 595112103 2,786 196,736 SH   SOLE   196,736 0 0
Microsoft Corp COM 594918104 513 9,252 SH   SOLE   9,252 0 0
Molina Healthcare Inc COM 60855r100 9,059 150,655 SH   SOLE   150,655 0 0
Molson Coors Brewing Co COM 60871r209 8,614 91,717 SH   SOLE   91,717 0 0
Monotype Imaging Holdings Inc COM 61022p100 3,526 149,175 SH   SOLE   149,175 0 0
Monro Muffler Brake Inc COM 610236101 6,660 100,575 SH   SOLE   100,575 0 0
Monster Beverage Corp COM 61174x109 29,586 198,620 SH   SOLE   198,620 0 0
MTN Group Ltd COM 62474m108 1,605 187,112 SH   SOLE   187,112 0 0
Muenchener Rueckversicherungs- COM 626188106 4,015 200,256 SH   SOLE   200,256 0 0
Nasdaq Inc COM 631103108 261 4,482 SH   SOLE   4,482 0 0
Nestle S A COM 641069406 41,720 560,174 SH   SOLE   560,174 0 0
Nitto Denko Corp COM 654802206 3,529 95,263 SH   SOLE   95,263 0 0
Norwegian Cruise Line Holdings COM g66721104 256 4,372 SH   SOLE   4,372 0 0
Novartis AG - ADR COM 66987v109 28,772 334,406 SH   SOLE   334,406 0 0
Novo Nordisk A/S - ADR COM 670100205 39,595 681,739 SH   SOLE   681,739 0 0
Nvidia Corp COM 67066g104 13,558 411,335 SH   SOLE   411,335 0 0
Nvr Inc COM 62944t105 9,989 6,080 SH   SOLE   6,080 0 0
NXP Semiconductors NV COM n6596x109 20,035 237,801 SH   SOLE   237,801 0 0
O'Reilly Automotive Inc COM 67103h107 25,379 100,146 SH   SOLE   100,146 0 0
Oceaneering Intl Inc COM 675232102 20,324 541,688 SH   SOLE   541,688 0 0
Omnicell Inc COM 68213n109 5,591 179,900 SH   SOLE   179,900 0 0
Orbital ATK Inc COM 68557n103 6,454 72,242 SH   SOLE   72,242 0 0
Palo Alto Networks Inc COM 697435105 30,168 171,275 SH   SOLE   171,275 0 0
Panera Bread CO COM 69840w108 14,909 76,545 SH   SOLE   76,545 0 0
Parexel Intl Corp COM 699462107 19,858 291,517 SH   SOLE   291,517 0 0
Perkinelmer Inc COM 714046109 19,838 370,317 SH   SOLE   370,317 0 0
Perrigo Co Plc COM g97822103 20,002 138,232 SH   SOLE   138,232 0 0
Philip Morris International In COM 718172109 267 3,036 SH   SOLE   3,036 0 0
Pioneer Natural Resources Co COM 723787107 7,010 55,911 SH   SOLE   55,911 0 0
Power Solutions International COM 73933g202 685 37,525 SH   SOLE   37,525 0 0
PowerSecure International Inc COM 73936n105 3,372 224,075 SH   SOLE   224,075 0 0
PRA Group Inc COM 69354n106 2,938 84,685 SH   SOLE   84,685 0 0
PRA Health Sciences Inc COM 69354m108 5,687 125,625 SH   SOLE   125,625 0 0
Price T Rowe Group Inc COM 74144t108 45,930 642,468 SH   SOLE   642,468 0 0
PrivateBancorp Inc COM 742962103 215 5,246 SH   SOLE   5,246 0 0
Proto Labs Inc COM 743713109 2,401 37,700 SH   SOLE   37,700 0 0
Prudential Plc COM 74435k204 44,663 990,760 SH   SOLE   990,760 0 0
Public Storage COM 74460d109 54,836 221,382 SH   SOLE   221,382 0 0
Pulte Group Inc COM 745867101 10,379 582,410 SH   SOLE   582,410 0 0
PVH Corp COM 693656100 9,426 127,979 SH   SOLE   127,979 0 0
Qiagen N V COM n72482107 483 17,481 SH   SOLE   17,481 0 0
Radiant Logistics Inc COM 75025x100 891 259,900 SH   SOLE   259,900 0 0
Range Res Corp COM 75281a109 9,552 388,138 SH   SOLE   388,138 0 0
Reckitt Benckiser Group PLC COM 756255204 4,166 225,031 SH   SOLE   225,031 0 0
Roche Holding Ltd - ADR COM 771195104 3,348 97,002 SH   SOLE   97,002 0 0
Ross Stores Inc COM 778296103 12,176 226,269 SH   SOLE   226,269 0 0
Royal Caribbean Cruises Ltd COM v7780t103 41,460 409,644 SH   SOLE   409,644 0 0
Royal Dutch Shell Plc COM 780259107 35,918 780,151 SH   SOLE   780,151 0 0
Ryanair Holdings plc COM 783513203 43,812 506,732 SH   SOLE   506,732 0 0
SABMiller Plc COM 78572m105 2,216 36,942 SH   SOLE   36,942 0 0
Sally Beauty Co Inc COM 79546e104 290 10,408 SH   SOLE   10,408 0 0
Sandvik AB COM 800212201 1,922 218,812 SH   SOLE   218,812 0 0
Sanofi-Aventis - ADR COM 80105n105 606 14,200 SH   SOLE   14,200 0 0
SAP SE COM 803054204 39,394 498,030 SH   SOLE   498,030 0 0
Schlumberger Ltd COM 806857108 33,007 473,216 SH   SOLE   473,216 0 0
Schwab Charles Corp COM 808513105 555 16,857 SH   SOLE   16,857 0 0
Science Applications Inte COM 808625107 26,536 579,632 SH   SOLE   579,632 0 0
Semtech Corp COM 816850101 2,881 152,250 SH   SOLE   152,250 0 0
Sensata Technologies Holding N COM n7902x106 314 6,816 SH   SOLE   6,816 0 0
Service Corp Intl COM 817565104 451 17,321 SH   SOLE   17,321 0 0
Sherwin Williams CO COM 824348106 230 887 SH   SOLE   887 0 0
Siemens AG - ADR COM 826197501 3,075 31,499 SH   SOLE   31,499 0 0
Signature Bank COM 82669g104 39,253 255,937 SH   SOLE   255,937 0 0
Singapore Telecommunications L COM 82929r304 5,286 204,339 SH   SOLE   204,339 0 0
Sirona Dental Systems Inc. COM 82966c103 2,638 24,075 SH   SOLE   24,075 0 0
Skf AB COM 784375404 17,244 1,059,595 SH   SOLE   1,059,595 0 0
Skyworks Solutions Inc COM 83088m102 12,087 157,323 SH   SOLE   157,323 0 0
Sotheby's COM 835898107 2,740 106,375 SH   SOLE   106,375 0 0
Southwest Airlines Co COM 844741108 17,385 403,733 SH   SOLE   403,733 0 0
Spectrum Brands Holdings Inc COM 84763r101 416 4,090 SH   SOLE   4,090 0 0
Spirit Airlines Inc. COM 848577102 39,828 999,444 SH   SOLE   999,444 0 0
St Jude Med Inc COM 790849103 20,440 330,905 SH   SOLE   330,905 0 0
Stratasys Ltd Ord COM m85548101 1,625 69,220 SH   SOLE   69,220 0 0
SunTrust Banks Inc COM 867914103 8,280 193,275 SH   SOLE   193,275 0 0
Supernus Pharmaceuticals Inc COM 868459108 1,675 124,650 SH   SOLE   124,650 0 0
SVB Financial Group COM 78486q101 263 2,211 SH   SOLE   2,211 0 0
Svenska Cellulosa Aktiebolag COM 869587402 3,650 124,828 SH   SOLE   124,828 0 0
Syngenta AG COM 87160a100 43,247 549,313 SH   SOLE   549,313 0 0
Sysmex Corp COM 87184p109 2,374 72,934 SH   SOLE   72,934 0 0
Taiwan Semiconductor Manufactu COM 874039100 4,470 196,498 SH   SOLE   196,498 0 0
Take-Two Interactive Software COM 874054109 14,244 408,851 SH   SOLE   408,851 0 0
TE Connectivity Ltd. COM h84989104 310 4,797 SH   SOLE   4,797 0 0
Team Health Holdings Inc COM 87817a107 5,205 118,600 SH   SOLE   118,600 0 0
Teledyne Technologies Inc COM 879360105 3,337 37,625 SH   SOLE   37,625 0 0
Tesoro Corp COM 881609101 9,542 90,561 SH   SOLE   90,561 0 0
Texas Roadhouse Inc Common Sto COM 882681109 34,263 957,867 SH   SOLE   957,867 0 0
Textron Inc COM 883203101 17,754 422,617 SH   SOLE   422,617 0 0
The Priceline Group Inc COM 741503403 7,559 5,929 SH   SOLE   5,929 0 0
Thor Industries Inc COM 885160101 43,878 781,447 SH   SOLE   781,447 0 0
Time Warner Inc COM 887317303 291 4,506 SH   SOLE   4,506 0 0
Timken Co COM 887389104 11,392 398,468 SH   SOLE   398,468 0 0
Tokyo Electron Ltd-Unsp COM 889110102 1,850 121,562 SH   SOLE   121,562 0 0
Toyota Motor Corp - ADR COM 892331307 346 2,816 SH   SOLE   2,816 0 0
Tractor Supply CO COM 892356106 17,891 209,254 SH   SOLE   209,254 0 0
Triumph Group Inc New COM 896818101 1,346 33,870 SH   SOLE   33,870 0 0
Tyson Foods Inc COM 902494103 22,837 428,213 SH   SOLE   428,213 0 0
U S Physical Therapy Inc COM 90337l108 5,200 96,870 SH   SOLE   96,870 0 0
Ulta Salon Cosmetics & Fragran COM 90384s303 21,723 117,424 SH   SOLE   117,424 0 0
Unilever Plc COM 904767704 359 8,335 SH   SOLE   8,335 0 0
United Rentals Inc COM 911363109 22,006 303,368 SH   SOLE   303,368 0 0
Universal Health Services Inc COM 913903100 12,809 107,200 SH   SOLE   107,200 0 0
Vail Resorts Inc COM 91879q109 15,407 120,373 SH   SOLE   120,373 0 0
Vascular Solutions Inc COM 92231m109 1,788 52,000 SH   SOLE   52,000 0 0
Veeco Instruments Inc COM 922417100 2,818 137,050 SH   SOLE   137,050 0 0
Verisk Analytics Inc - Class A COM 92345y106 21,047 273,768 SH   SOLE   273,768 0 0
Vertex Pharmaceuticals Inc COM 92532f100 3,078 24,460 SH   SOLE   24,460 0 0
Virtusa Corp COM 92827p102 1,604 38,800 SH   SOLE   38,800 0 0
Visa Inc COM 92826c839 376 4,851 SH   SOLE   4,851 0 0
Volkswagen ag COM 928662303 2,210 71,471 SH   SOLE   71,471 0 0
Vulcan Materials Co COM 929160109 13,204 139,037 SH   SOLE   139,037 0 0
WageWorks Inc COM 930427109 1,742 38,400 SH   SOLE   38,400 0 0
Wal-Mart de Mexico SAB de CV - COM 93114w107 38,284 1,519,999 SH   SOLE   1,519,999 0 0
Walgreens Boots Alliance COM 931427108 577 6,776 SH   SOLE   6,776 0 0
WCI Communities Inc COM 92923c807 2,520 113,100 SH   SOLE   113,100 0 0
Weight Watchers Intl Inc New COM 948626106 2,320 101,775 SH   SOLE   101,775 0 0
Westlake Chemical Corp COM 960413102 19,903 366,408 SH   SOLE   366,408 0 0
White Mountains Insurance Grou COM g9618e107 30,026 41,312 SH   SOLE   41,312 0 0
Woodside Petroleum Ltd COM 980228308 2,791 133,553 SH   SOLE   133,553 0 0
WPP Plc COM 92937a102 4,571 39,837 SH   SOLE   39,837 0 0
Xcel Energy Inc COM 98389b100 36,939 1,028,663 SH   SOLE   1,028,663 0 0
Zoetis Inc COM 98978v103 206 4,290 SH   SOLE   4,290 0 0
Bancolombia S A $1.526 PFD PFD 05968l102 37,842 1,414,646 SH   SOLE   1,414,646 0 0
Henkel AG & Co KGaA (PFD) ADR PFD 42550u208 44,982 401,247 SH   SOLE   401,247 0 0