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
Pacific Ethanol Inc common 69423U305 614,619 713,843 SH   OTR 1 0 713,843 0
Dana Inc common 235825205 14,489,508 1,063,060 SH   OTR 1 0 1,063,060 0
Hudson Technologies Inc common 444144109 1,760,356 1,977,928 SH   OTR 1 0 1,977,928 0
Microsoft Corp common 594918104 231,212,831 2,276,389 SH   OTR 1 0 2,276,389 0
Verizon Communications Inc common 92343V104 85,968,082 1,529,137 SH   OTR 1 0 1,529,137 0
Occidental Petroleum Corp common 674599105 6,560,049 106,876 SH   OTR 1 0 106,876 0
Noble Energy Inc common 655044105 16,571,533 883,344 SH   OTR 1 0 883,344 0
Newfield Exploration Co common 651290108 11,133,977 759,480 SH   OTR 1 0 759,480 0
Bunge Ltd common G16962105 16,569,232 310,053 SH   OTR 1 0 310,053 0
Amazon.Com Inc common 023135106 109,215,749 72,715 SH   OTR 1 0 72,715 0
Comerica Inc common 200340107 5,713,909 83,184 SH   OTR 1 0 83,184 0
Boston Scientific Corp common 101137107 12,873,726 364,282 SH   OTR 1 0 364,282 0
Schlumberger Ltd common 806857108 10,402,586 288,320 SH   OTR 1 0 288,320 0
General Electric Co common 369604103 12,627,403 1,668,085 SH   OTR 1 0 1,668,085 0
Southern Co/The common 842587107 9,286,972 211,452 SH   OTR 1 0 211,452 0
International Business Machines Corp common 459200101 13,387,371 117,774 SH   OTR 1 0 117,774 0
Alphabet Inc - C common 02079K107 41,505,178 40,078 SH   OTR 1 0 40,078 0
Home Depot Inc/The common 437076102 25,428,501 147,995 SH   OTR 1 0 147,995 0
Qualcomm Inc common 747525103 9,557,522 167,941 SH   OTR 1 0 167,941 0
Wabtec Corp/De common 929740108 3,090,298 43,990 SH   OTR 1 0 43,990 0
Activision Blizzard Inc common 00507V109 57,947,656 1,244,313 SH   OTR 1 0 1,244,313 0
Skyworks Solutions Inc common 83088M102 52,357,096 781,216 SH   OTR 1 0 781,216 0
II VI Incorporated common 902104108 9,127,317 281,100 SH   OTR 1 0 281,100 0
Adecoagro SA common 058467146 384,192 55,200 SH   OTR 1 0 55,200 0
Oxford Square Capital Corp common 69181V107 867,174 134,030 SH   OTR 1 0 134,030 0
KKR & CO LP common 48251W104 3,813,442 194,266 SH   OTR 1 0 194,266 0
Ball Corp common 058498106 2,721,326 59,185 SH   OTR 1 0 59,185 0
Parker-Hannifin Corp common 701094104 3,832,600 25,698 SH   OTR 1 0 25,698 0
Symantec Corp common 871503108 1,525,450 80,733 SH   OTR 1 0 80,733 0
Marathon Oil Corp common 565849106 1,550,283 108,109 SH   OTR 1 0 108,109 0
PPL Corp common 69351T106 4,238,763 149,621 SH   OTR 1 0 149,621 0
Pnc Financial Services Group Inc/The common 693475105 6,358,852 54,391 SH   OTR 1 0 54,391 0
International Flavors & Fragrances Inc common 459506101 3,732,975 27,802 SH   OTR 1 0 27,802 0
Analog Devices Inc common 032654105 4,176,917 48,665 SH   OTR 1 0 48,665 0
Cincinnati Financial Corp common 172062101 5,404,458 69,807 SH   OTR 1 0 69,807 0
AMETEK Inc common 031100100 3,099,780 45,787 SH   OTR 1 0 45,787 0
Cerner Corp common 156782104 8,921,303 170,124 SH   OTR 1 0 170,124 0
Dover Corp common 260003108 2,184,196 30,785 SH   OTR 1 0 30,785 0
Illinois Tool Works Inc common 452308109 9,182,618 72,481 SH   OTR 1 0 72,481 0
Omnicom Group Inc common 681919106 2,011,756 27,468 SH   OTR 1 0 27,468 0
Public Service Enterprise Group Inc common 744573106 4,092,327 78,623 SH   OTR 1 0 78,623 0
Progressive Corp/The common 743315103 4,328,255 71,743 SH   OTR 1 0 71,743 0
Vornado Realty Trust common 929042109 1,271,367 20,496 SH   OTR 1 0 20,496 0
Edison International common 281020107 2,916,275 51,370 SH   OTR 1 0 51,370 0
Host Hotels & Resorts Inc common 44107P104 1,525,238 91,496 SH   OTR 1 0 91,496 0
Republic Services Inc common 760759100 2,543,696 35,285 SH   OTR 1 0 35,285 0
T Rowe Price Group Inc common 74144T108 7,912,563 85,708 SH   OTR 1 0 85,708 0
HCP Inc common 40414L109 1,649,713 59,066 SH   OTR 1 0 59,066 0
Macerich Co/The common 554382101 597,048 13,795 SH   OTR 1 0 13,795 0
Pentair PLC common 00BLS09M3 1,457,515 38,579 SH   OTR 1 0 38,579 0
Principal Financial Group Inc common 74251V102 1,552,266 35,143 SH   OTR 1 0 35,143 0
Liberty Global Plc - C common 00B8W67B1 1,329,051 64,392 SH   OTR 1 0 64,392 0
Travelers Cos Inc/The common 89417E109 8,793,482 73,432 SH   OTR 1 0 73,432 0
TE Connectivity Ltd common 010299318 3,222,821 42,613 SH   OTR 1 0 42,613 0
Intuitive Surgical Inc common 46120E602 8,471,616 17,689 SH   OTR 1 0 17,689 0
Hca Healthcare Inc common 40412C101 5,556,319 44,647 SH   OTR 1 0 44,647 0
Annaly Capital Management Inc common 035710409 1,743,030 177,498 SH   OTR 1 0 177,498 0
Biomarin Pharmaceutical Inc common 09061G101 1,742,935 20,469 SH   OTR 1 0 20,469 0
Ch Robinson Worldwide Inc common 12541W209 1,812,392 21,553 SH   OTR 1 0 21,553 0
CMS Energy Corp common 125896100 2,176,606 43,839 SH   OTR 1 0 43,839 0
Cintas Corp common 172908105 2,207,557 13,141 SH   OTR 1 0 13,141 0
Delta Air Lines Inc common 247361702 2,485,868 49,817 SH   OTR 1 0 49,817 0
Dr Horton Inc common 23331A109 1,473,119 42,502 SH   OTR 1 0 42,502 0
Hasbro Inc common 418056107 1,144,650 14,088 SH   OTR 1 0 14,088 0
Hormel Foods Corp common 440452100 2,020,642 47,344 SH   OTR 1 0 47,344 0
ResMed Inc common 761152107 2,269,087 19,927 SH   OTR 1 0 19,927 0
UGI Corp common 902681105 2,832,885 53,100 SH   OTR 1 0 53,100 0
WalMart Inc common 931142103 5,868,450 63,000 SH   OTR 1 0 63,000 0
Alnylam Pharmaceuticals Inc common 02043Q107 748,130 10,261 SH   OTR 1 0 10,261 0
Norwegian Cruise Line Holdings Ltd common G66721104 2,193,937 51,756 SH   OTR 1 0 51,756 0
United Continental Holdings Inc common 910047109 2,021,242 24,140 SH   OTR 1 0 24,140 0
Under Armour Inc - A common 904311107 339,653 19,222 SH   OTR 1 0 19,222 0
Broadridge Financial Solutions common 11133T103 2,666,799 27,707 SH   OTR 1 0 27,707 0
Fnf Group common 31620R303 930,624 29,600 SH   OTR 1 0 29,600 0
Targa Resources Corp common 87612G101 996,601 27,668 SH   OTR 1 0 27,668 0
Regency Centers Corp common 758849103 822,635 14,019 SH   OTR 1 0 14,019 0
Sealed Air Corp common 81211K100 937,091 26,897 SH   OTR 1 0 26,897 0
Cdw Corp/De common 12514G108 2,489,775 30,719 SH   OTR 1 0 30,719 0
Veeva Systems Inc common 922475108 1,053,976 11,800 SH   OTR 1 0 11,800 0
Owens Corning common 690742101 812,750 18,480 SH   OTR 1 0 18,480 0
Live Nation common 538034109 725,896 14,739 SH   OTR 1 0 14,739 0
Hdfc Bank Ltd ADR common 40415F101 1,373,177 13,261 SH   OTR 1 0 13,261 0
Ternium SA common 880890108 586,851 21,655 SH   OTR 1 0 21,655 0
DHT Holdings Inc common Y2065G121 470,792 120,100 SH   OTR 1 0 120,100 0
Scorpio Tankers Inc common Y7542C106 760,320 432,000 SH   OTR 1 0 432,000 0
Renewable Energy Group Inc common 75972A301 15,706,812 611,160 SH   OTR 1 0 611,160 0
Tenneco Inc common 880349105 2,187,420 79,862 SH   OTR 1 0 79,862 0
Huntsman Corp common 447011107 14,834,473 769,024 SH   OTR 1 0 769,024 0
Constellium NV common 001048952 14,018,266 2,011,229 SH   OTR 1 0 2,011,229 0
American Axle & Manufacturing Holdings Inc common 024061103 20,892,931 1,882,246 SH   OTR 1 0 1,882,246 0
Nci Building Systems Inc common 628852204 3,462,673 477,610 SH   OTR 1 0 477,610 0
Chemours Co common 163851108 4,431,499 157,034 SH   OTR 1 0 157,034 0
Oracle Corp common 68389X105 311,975,890 6,909,765 SH   OTR 1 0 6,909,765 0
Alphabet Inc - A common 02079K305 515,814,200 493,621 SH   OTR 1 0 493,621 0
Mellanox Technologies Ltd common 001101732 47,141,237 510,297 SH   OTR 1 0 510,297 0
Synchrony Financial common 87165B103 11,743,818 500,589 SH   OTR 1 0 500,589 0
Medtronic Inc common 00BTN1Y11 51,845,381 569,980 SH   OTR 1 0 569,980 0
T-Mobile US Inc common 872590104 231,714,183 3,642,732 SH   OTR 1 0 3,642,732 0
eBay Inc common 278642103 61,643,208 2,196,053 SH   OTR 1 0 2,196,053 0
Rockwell Automation Inc common 773903109 9,356,696 62,179 SH   OTR 1 0 62,179 0
Zoetis Inc common 98978V103 13,458,693 157,338 SH   OTR 1 0 157,338 0
Alibaba Group Holding Ltd - ADR common 01609W102 44,038,124 321,282 SH   OTR 1 0 321,282 0
3m Co common 88579Y101 23,674,595 124,250 SH   OTR 1 0 124,250 0
AT&T Inc common 00206R102 25,707,833 900,765 SH   OTR 1 0 900,765 0
JPMorgan Chase & Co common 46625H100 45,976,872 470,978 SH   OTR 1 0 470,978 0
Walt Disney Co/The common 254687106 19,342,479 176,402 SH   OTR 1 0 176,402 0
Exxon Mobil Corp common 30231G102 37,073,130 543,674 SH   OTR 1 0 543,674 0
Newmont Mining Corp common 651639106 5,095,525 147,057 SH   OTR 1 0 147,057 0
Amgen Inc common 031162100 14,903,741 76,559 SH   OTR 1 0 76,559 0
Colgate-Palmolive Co common 194162103 7,581,658 127,380 SH   OTR 1 0 127,380 0
Union Pacific Corp common 907818108 15,056,012 108,920 SH   OTR 1 0 108,920 0
Wells Fargo & Co common 949746101 33,651,395 730,282 SH   OTR 1 0 730,282 0
Dte Energy Co common 233331107 2,117,760 19,200 SH   OTR 1 0 19,200 0
Ameren Corp common 023608102 1,245,893 19,100 SH   OTR 1 0 19,100 0
Acuity Brands Inc common 00508Y102 1,215,826 10,577 SH   OTR 1 0 10,577 0
NiSource Inc common 65473P105 3,289,796 129,775 SH   OTR 1 0 129,775 0
Arrow Electronics Inc common 042735100 45,993,029 667,049 SH   OTR 1 0 667,049 0
Finisar Corp common 31787A507 43,991,554 2,036,646 SH   OTR 1 0 2,036,646 0
Ares Capital Corp common 04010L103 1,857,471 119,145 SH   OTR 1 0 119,145 0
Prospect Capital Corp common 74348T102 997,608 157,600 SH   OTR 1 0 157,600 0
Oaktree Specialty Lending Corp common 67401P108 542,300 127,600 SH   OTR 1 0 127,600 0
Apollo Global Management LLC common 037612306 3,641,736 148,400 SH   OTR 1 0 148,400 0
Devon Energy Corp common 25179M103 1,536,011 68,146 SH   OTR 1 0 68,146 0
E trade Financial Corp common 269246401 1,548,964 35,300 SH   OTR 1 0 35,300 0
EOG Resources Inc common 26875P101 6,540,140 74,993 SH   OTR 1 0 74,993 0
Dominion Energy Inc common 25746U109 7,195,808 100,697 SH   OTR 1 0 100,697 0
Tapestry Inc common 876030107 1,284,593 38,062 SH   OTR 1 0 38,062 0
American Tower Corp common 03027X100 8,227,146 52,008 SH   OTR 1 0 52,008 0
Church & Dwight Co Inc common 171340102 3,320,617 50,496 SH   OTR 1 0 50,496 0
Alexion Pharmaceuticals Inc common 015351109 2,521,235 25,896 SH   OTR 1 0 25,896 0
Fedex Corp common 31428X106 6,046,003 37,476 SH   OTR 1 0 37,476 0
Fiserv Inc common 337738108 5,409,746 73,612 SH   OTR 1 0 73,612 0
General Mills Inc common 370334104 3,378,123 86,752 SH   OTR 1 0 86,752 0
Halliburton Co common 406216101 3,069,724 115,490 SH   OTR 1 0 115,490 0
KeyCorp common 493267108 1,820,999 123,207 SH   OTR 1 0 123,207 0
Kla-Tencor Corp common 482480100 1,830,518 20,455 SH   OTR 1 0 20,455 0
Kroger Co/The common 501044101 4,393,950 159,780 SH   OTR 1 0 159,780 0
M&T Bank Corp common 55261F104 4,652,727 32,507 SH   OTR 1 0 32,507 0
Ppg Industries Inc common 693506107 4,327,396 42,330 SH   OTR 1 0 42,330 0
Weyerhaeuser Co common 962166104 2,151,833 98,437 SH   OTR 1 0 98,437 0
Dollar Tree Inc common 256746108 2,605,100 28,843 SH   OTR 1 0 28,843 0
Hershey Co/The common 427866108 3,748,835 34,977 SH   OTR 1 0 34,977 0
DISH Network Corp common 25470M109 736,315 29,488 SH   OTR 1 0 29,488 0
Corning Inc common 219350105 3,010,759 99,661 SH   OTR 1 0 99,661 0
Lincoln National Corp common 534187109 2,548,619 49,671 SH   OTR 1 0 49,671 0
Microchip Technology Inc common 595017104 2,200,896 30,602 SH   OTR 1 0 30,602 0
NuCor Corp common 670346105 2,954,206 57,020 SH   OTR 1 0 57,020 0
Torchmark Corp common 891027104 1,033,955 13,873 SH   OTR 1 0 13,873 0
Twenty-First Century Fox Inc - A common 90130A101 2,029,461 42,175 SH   OTR 1 0 42,175 0
Aptiv PLC common 00B783TY6 1,906,884 30,971 SH   OTR 1 0 30,971 0
Kraft Heinz Co common 500754106 3,805,209 88,411 SH   OTR 1 0 88,411 0
Hewlett Packard Enterprise Co common 42824C109 3,555,789 269,174 SH   OTR 1 0 269,174 0
Aramark common 03852U106 1,034,229 35,700 SH   OTR 1 0 35,700 0
Fortune Brands Home & Security Inc common 34964C106 1,131,836 29,793 SH   OTR 1 0 29,793 0
Fleetcor Technologies Inc common 339041105 1,965,660 10,584 SH   OTR 1 0 10,584 0
Incyte Corp common 45337C102 1,360,826 21,400 SH   OTR 1 0 21,400 0
Nasdaq Inc common 631103108 1,230,157 15,081 SH   OTR 1 0 15,081 0
Sirius XM Holdings Inc common 82968B103 1,038,735 181,915 SH   OTR 1 0 181,915 0
Wec Energy Group Inc common 92939U106 992,773 14,334 SH   OTR 1 0 14,334 0
Xylem Inc/Ny common 98419M100 2,434,613 36,490 SH   OTR 1 0 36,490 0
Flex Ltd common 999900002 524,375 68,906 SH   OTR 1 0 68,906 0
Alkermes Plc common 00B56GVS1 451,385 15,296 SH   OTR 1 0 15,296 0
Melco Resorts & Entertainment Ltd ADR common 585464100 530,362 30,100 SH   OTR 1 0 30,100 0
Huntington Bancshares Inc/Oh common 446150104 1,517,774 127,330 SH   OTR 1 0 127,330 0
Arista Networks Inc common 040413106 2,881,323 13,675 SH   OTR 1 0 13,675 0
Square Inc common 852234103 1,840,201 32,808 SH   OTR 1 0 32,808 0
Nektar Therapeutics common 640268108 659,109 20,052 SH   OTR 1 0 20,052 0
Lululemon Athletica Inc common 550021109 1,354,371 11,137 SH   OTR 1 0 11,137 0
Packaging Corp of America common 695156109 1,350,299 16,179 SH   OTR 1 0 16,179 0
Akamai Technologies Inc common 00971T101 1,170,293 19,160 SH   OTR 1 0 19,160 0
Garmin Ltd common 011440532 802,834 12,679 SH   OTR 1 0 12,679 0
Xerox Corp common 984121608 477,935 24,187 SH   OTR 1 0 24,187 0
Continental Resources Inc/Ok common 212015101 469,138 11,673 SH   OTR 1 0 11,673 0
Allegion PLC common 00BFRT3W7 1,341,280 16,827 SH   OTR 1 0 16,827 0
Zions Bancorporation common 989701107 741,468 18,200 SH   OTR 1 0 18,200 0
Ensco PLC common 00B4VLR19 295,480 83,000 SH   OTR 1 0 83,000 0
Magna International Inc common 559222401 8,116,870 178,589 SH   OTR 1 0 178,589 0
CECO Environmental Corp common 125141101 1,781,163 263,876 SH   OTR 1 0 263,876 0
Eli Lilly & Co common 532457108 53,947,275 466,188 SH   OTR 1 0 466,188 0
Bank Of America Corp common 060505104 144,342,648 5,858,062 SH   OTR 1 0 5,858,062 0
Cigna Corp common 125523100 120,951,692 636,856 SH   OTR 1 0 636,856 0
Fitbit Inc common 33812L102 103,489,082 20,822,753 SH   OTR 1 0 20,822,753 0
MasTec Inc common 576323109 39,971,880 985,500 SH   OTR 1 0 985,500 0
Steel Dynamics Inc common 858119100 24,641,001 820,273 SH   OTR 1 0 820,273 0
Nike Inc common 654106103 71,238,531 960,865 SH   OTR 1 0 960,865 0
Charles Schwab Corp/The common 808513105 12,422,454 299,120 SH   OTR 1 0 299,120 0
Biogen Inc common 09062X103 31,369,104 104,244 SH   OTR 1 0 104,244 0
Lowe's Cos Inc common 548661107 13,735,225 148,714 SH   OTR 1 0 148,714 0
Welbilt Inc common 949090104 2,054,406 184,915 SH   OTR 1 0 184,915 0
Cvs Health Corp common 126650100 11,373,944 173,595 SH   OTR 1 0 173,595 0
Intel Corp common 458140100 88,198,740 1,879,368 SH   OTR 1 0 1,879,368 0
AbbVie Inc common 00287Y109 16,391,474 177,801 SH   OTR 1 0 177,801 0
Mondelez International Inc common 609207105 8,315,352 207,728 SH   OTR 1 0 207,728 0
Morgan Stanley common 617446448 7,302,816 184,182 SH   OTR 1 0 184,182 0
Unitedhealth Group Inc common 91324P102 46,417,284 186,325 SH   OTR 1 0 186,325 0
United Parcel Service Inc common 911312106 10,025,596 102,795 SH   OTR 1 0 102,795 0
HP Inc common 40434L105 52,641,861 2,572,916 SH   OTR 1 0 2,572,916 0
Applied Materials Inc common 038222105 20,090,410 613,635 SH   OTR 1 0 613,635 0
Micron Technology Inc common 595112103 34,725,629 1,094,410 SH   OTR 1 0 1,094,410 0
CenterPoint Energy Inc common 15189T107 2,220,685 78,664 SH   OTR 1 0 78,664 0
VeriSign Inc common 92343E102 3,176,520 21,421 SH   OTR 1 0 21,421 0
Valero Energy Corp common 91913Y100 4,217,212 56,252 SH   OTR 1 0 56,252 0
Allstate Corp/The common 020002101 7,124,689 86,224 SH   OTR 1 0 86,224 0
Adobe Systems Inc common 00724F101 12,960,837 57,288 SH   OTR 1 0 57,288 0
Ameriprise Financial Inc common 03076C106 1,879,391 18,007 SH   OTR 1 0 18,007 0
Borgwarner Inc common 099724106 876,282 25,224 SH   OTR 1 0 25,224 0
Brown-Forman Corp common 115637209 2,001,738 42,071 SH   OTR 1 0 42,071 0
Consolidated Edison Inc common 209115104 3,638,426 47,586 SH   OTR 1 0 47,586 0
Exelon Corp common 30161N101 8,261,869 183,190 SH   OTR 1 0 183,190 0
Intuit Inc common 461202103 7,694,079 39,086 SH   OTR 1 0 39,086 0
State Street Corp common 857477103 2,982,770 47,293 SH   OTR 1 0 47,293 0
Firstenergy Corp common 337932107 799,815 21,300 SH   OTR 1 0 21,300 0
Moody's Corp common 615369105 3,746,210 26,751 SH   OTR 1 0 26,751 0
NetApp Inc common 64110D104 2,540,033 42,568 SH   OTR 1 0 42,568 0
Prudential Financial Inc common 744320102 5,416,714 66,422 SH   OTR 1 0 66,422 0
Mccormick & Co Inc/Md common 579780206 3,868,087 27,780 SH   OTR 1 0 27,780 0
Welltower Inc common 95040Q104 3,153,574 45,434 SH   OTR 1 0 45,434 0
Capri Holdings Ltd common G1890L107 617,868 16,294 SH   OTR 1 0 16,294 0
Tesla Inc common 88160R101 4,978,355 14,959 SH   OTR 1 0 14,959 0
Realty Income Corp common 756109104 2,290,306 36,331 SH   OTR 1 0 36,331 0
Autodesk Inc common 052769106 3,266,823 25,401 SH   OTR 1 0 25,401 0
Expedia Inc common 30212P303 1,698,537 15,078 SH   OTR 1 0 15,078 0
Masco Corp common 574599106 1,797,500 61,474 SH   OTR 1 0 61,474 0
Newell Brands Inc common 651229106 1,133,432 60,970 SH   OTR 1 0 60,970 0
Synopsys Inc common 871607107 1,541,929 18,304 SH   OTR 1 0 18,304 0
CBRE Group Inc common 12504L109 1,660,819 41,479 SH   OTR 1 0 41,479 0
Lennar Corp A common 526057104 2,596,859 66,331 SH   OTR 1 0 66,331 0
Brighthouse Financial Inc common 10922N103 356,677 11,702 SH   OTR 1 0 11,702 0
Albemarle Corp common 012653101 1,452,692 18,849 SH   OTR 1 0 18,849 0
LKQ Corp common 501889208 915,076 38,562 SH   OTR 1 0 38,562 0
Advanced Micro Devices inc common 007903107 2,221,292 120,330 SH   OTR 1 0 120,330 0
Workday Inc common 98138H101 2,789,610 17,470 SH   OTR 1 0 17,470 0
SVB Financial Group common 78486Q101 5,846,117 30,782 SH   OTR 1 0 30,782 0
Linde PLC common 00BZ12WP8 13,202,856 84,612 SH   OTR 1 0 84,612 0
Aes Corp/Va common 00130H105 1,619,520 112,000 SH   OTR 1 0 112,000 0
Robert Half International Inc common 770323103 3,692,775 64,559 SH   OTR 1 0 64,559 0
CBOE Global Markets Inc common 12503M108 2,306,440 23,576 SH   OTR 1 0 23,576 0
Bancolombia Sa ADR common 05968L102 2,801,085 73,500 SH   OTR 1 0 73,500 0
ANSYS Inc common 03662Q105 2,383,810 16,677 SH   OTR 1 0 16,677 0
FMC Corp common 302491303 1,695,311 22,922 SH   OTR 1 0 22,922 0
OGE Energy Corp common 670837103 1,261,213 32,182 SH   OTR 1 0 32,182 0
People's United Financial Inc common 712704105 505,180 35,009 SH   OTR 1 0 35,009 0
Leggett & Platt Inc common 524660107 493,839 13,779 SH   OTR 1 0 13,779 0
Atmos Energy Corp common 049560105 1,434,193 15,468 SH   OTR 1 0 15,468 0
First Data Corp common 32008D106 860,093 50,863 SH   OTR 1 0 50,863 0
TransUnion common 89400J107 1,373,822 24,187 SH   OTR 1 0 24,187 0
Cognex Corp common 192422103 684,459 17,700 SH   OTR 1 0 17,700 0
Rollins Inc common 775711104 2,378,412 65,884 SH   OTR 1 0 65,884 0
Copart Inc common 217204106 1,319,875 27,624 SH   OTR 1 0 27,624 0
Check Point Software Technologies Ltd common 001082411 1,149,680 11,200 SH   OTR 1 0 11,200 0
Nordic American Tankers Ltd common G65773106 372,000 186,000 SH   OTR 1 0 186,000 0
First Solar Inc common 336433107 14,286,108 336,500 SH   OTR 1 0 336,500 0
Sunrun Inc common 86771W105 9,439,027 866,761 SH   OTR 1 0 866,761 0
Jeld-Wen Holding Inc common 47580P103 1,461,669 102,862 SH   OTR 1 0 102,862 0
Citigroup Inc common 172967424 62,395,264 1,198,526 SH   OTR 1 0 1,198,526 0
Cognizant Technology Solutions Corp common 192446102 126,934,100 1,999,592 SH   OTR 1 0 1,999,592 0
Crown Holdings Inc common 228368106 37,233,376 895,679 SH   OTR 1 0 895,679 0
Coca-Cola Co/The common 191216100 41,599,058 878,544 SH   OTR 1 0 878,544 0
Starbucks Corp common 855244109 15,955,486 247,756 SH   OTR 1 0 247,756 0
Eaton Corp PLC common 00B8KQN82 9,522,936 138,697 SH   OTR 1 0 138,697 0
Bristol-Myers Squibb Co common 110122108 31,156,812 599,400 SH   OTR 1 0 599,400 0
Gilead Sciences Inc common 375558103 20,065,602 320,793 SH   OTR 1 0 320,793 0
Texas Instruments Inc common 882508104 12,949,335 137,030 SH   OTR 1 0 137,030 0
Cbs Corp common 124857202 1,972,428 45,115 SH   OTR 1 0 45,115 0
Sprint Corp common 85207U105 1,921,298 330,120 SH   OTR 1 0 330,120 0
Vishay Intertechnology Inc common 928298108 121,301,979 6,735,257 SH   OTR 1 0 6,735,257 0
Nvidia Corp common 67066G104 45,082,416 337,696 SH   OTR 1 0 337,696 0
Carlyle Group LP common 14309L102 2,192,400 139,200 SH   OTR 1 0 139,200 0
FS KKR Capital Corp common 302635107 606,320 116,600 SH   OTR 1 0 116,600 0
Abbott Laboratories common 002824100 28,645,284 396,036 SH   OTR 1 0 396,036 0
Zimmer Biomet Holdings Inc common 98956P102 2,672,346 25,765 SH   OTR 1 0 25,765 0
Metlife Inc common 59156R108 5,587,075 136,071 SH   OTR 1 0 136,071 0
Baxter International Inc common 071813109 3,936,694 59,810 SH   OTR 1 0 59,810 0
Baker Hughes A Ge Co common 05722G100 1,432,760 66,640 SH   OTR 1 0 66,640 0
Conagra Brands Inc common 205887102 2,673,204 125,150 SH   OTR 1 0 125,150 0
Caterpillar Inc common 149123101 14,386,611 113,218 SH   OTR 1 0 113,218 0
Archer-Daniels-Midland Co common 039483102 4,599,948 112,276 SH   OTR 1 0 112,276 0
Clorox Co/The common 189054109 2,542,539 16,495 SH   OTR 1 0 16,495 0
Autoliv Inc common 052800109 806,100 11,478 SH   OTR 1 0 11,478 0
Blackrock Inc common 09247X101 12,704,977 32,343 SH   OTR 1 0 32,343 0
Concho Resources Inc common 20605P101 2,605,727 25,350 SH   OTR 1 0 25,350 0
Vereit INC common 92339V100 845,480 118,249 SH   OTR 1 0 118,249 0
Deere & Co common 244199105 8,828,626 59,185 SH   OTR 1 0 59,185 0
Genuine Parts Co common 372460105 2,135,677 22,242 SH   OTR 1 0 22,242 0
Waste Management Inc common 94106L109 5,701,233 64,066 SH   OTR 1 0 64,066 0
Juniper Networks Inc common 48203R104 2,475,935 92,008 SH   OTR 1 0 92,008 0
Stryker Corp common 863667101 6,212,316 39,632 SH   OTR 1 0 39,632 0
Regions Financial Corp common 7591EP100 2,136,505 159,679 SH   OTR 1 0 159,679 0
Kellogg Co common 487836108 2,168,147 38,031 SH   OTR 1 0 38,031 0
Vertex Pharmaceuticals Inc common 92532F100 5,057,469 30,520 SH   OTR 1 0 30,520 0
Jm Smucker Co/The common 832696405 1,768,644 18,918 SH   OTR 1 0 18,918 0
Oneok Inc common 682680103 3,098,564 57,434 SH   OTR 1 0 57,434 0
Nielsen Holdings Plc common 00BWFY550 1,331,770 57,084 SH   OTR 1 0 57,084 0
Advance Auto Parts Inc common 00751Y106 4,109,076 26,096 SH   OTR 1 0 26,096 0
Arch Capital Group Ltd common G0450A105 1,405,419 52,598 SH   OTR 1 0 52,598 0
Edwards Lifesciences Corp common 28176E108 3,791,264 24,752 SH   OTR 1 0 24,752 0
Expeditors International of Washington Inc common 302130109 1,756,177 25,792 SH   OTR 1 0 25,792 0
Extra Space Storage Inc common 30225T102 1,492,920 16,500 SH   OTR 1 0 16,500 0
Palo Alto Networks Inc common 697435105 2,065,446 10,966 SH   OTR 1 0 10,966 0
Western Union Co/The common 959802109 878,573 51,499 SH   OTR 1 0 51,499 0
Fortinet Inc common 34959E109 1,783,569 25,324 SH   OTR 1 0 25,324 0
Gap Inc/The common 364760108 908,478 35,267 SH   OTR 1 0 35,267 0
Hollyfrontier Corp common 436106108 2,223,720 43,500 SH   OTR 1 0 43,500 0
Trimble Inc common 896239100 950,638 28,886 SH   OTR 1 0 28,886 0
United Rentals Inc common 911363109 2,783,895 27,152 SH   OTR 1 0 27,152 0
DXC Technology Co common 23355L106 2,922,011 54,956 SH   OTR 1 0 54,956 0
Align Technology Inc common 016255101 3,155,901 15,069 SH   OTR 1 0 15,069 0
Reinsurance Group of America Inc common 759351604 2,622,301 18,700 SH   OTR 1 0 18,700 0
Mattel Inc common 577081102 336,673 33,701 SH   OTR 1 0 33,701 0
Wr Berkley Corp common 084423102 4,574,068 61,887 SH   OTR 1 0 61,887 0
Avery Dennison Corp common 053611109 1,777,915 19,792 SH   OTR 1 0 19,792 0
TripAdvisor Inc common 896945201 575,270 10,665 SH   OTR 1 0 10,665 0
News Corp common 65249B109 384,617 33,887 SH   OTR 1 0 33,887 0
Teva Pharmaceutical Industries Ltd ADR common 881624209 1,267,416 82,193 SH   OTR 1 0 82,193 0
Advanced Semiconductor Engineering Inc ADR common 00215W100 265,159 70,709 SH   OTR 1 0 70,709 0
Azul SA ADR common 05501U106 458,159 16,546 SH   OTR 1 0 16,546 0
SunPower Corp common 867652406 3,328,886 669,796 SH   OTR 1 0 669,796 0
REX American Resources Corp common 761624105 5,055,094 74,285 SH   OTR 1 0 74,285 0
Comcast Corp common 20030N101 49,545,440 1,455,079 SH   OTR 1 0 1,455,079 0
Apple Inc common 037833100 239,527,401 1,518,495 SH   OTR 1 0 1,518,495 0
Suntrust Banks Inc common 867914103 60,715,788 1,203,723 SH   OTR 1 0 1,203,723 0
Facebook Inc common 30303M102 166,943,508 1,273,503 SH   OTR 1 0 1,273,503 0
Dentsply Sirona Inc common 24906P109 71,612,878 1,924,560 SH   OTR 1 0 1,924,560 0
Cisco Systems Inc common 17275R102 44,873,978 1,035,633 SH   OTR 1 0 1,035,633 0
Intercontinental Exchange Inc common 45866F104 15,091,914 200,344 SH   OTR 1 0 200,344 0
Accenture Plc common 00B4BNMY3 19,397,618 137,562 SH   OTR 1 0 137,562 0
Coca-Cola European Partners Plc common 00BDCPN04 8,267,855 180,324 SH   OTR 1 0 180,324 0
Chevron Corp common 166764100 27,468,605 252,492 SH   OTR 1 0 252,492 0
Celgene Corp common 151020104 10,705,530 167,039 SH   OTR 1 0 167,039 0
Charter Communications Inc common 16119P108 5,758,674 20,208 SH   OTR 1 0 20,208 0
ConocoPhillips common 20825C104 10,907,758 174,944 SH   OTR 1 0 174,944 0
Pfizer Inc common 717081103 50,942,998 1,167,079 SH   OTR 1 0 1,167,079 0
Universal Health Services Inc common 913903100 3,406,583 29,226 SH   OTR 1 0 29,226 0
TJX Cos Inc common 872540109 7,543,969 168,618 SH   OTR 1 0 168,618 0
AerCap Holdings NV common 000068766 1,017,443 25,693 SH   OTR 1 0 25,693 0
Apogee Enterprises Inc common 037598109 469,242 15,720 SH   OTR 1 0 15,720 0
Apollo Investment Corp common 03761U502 783,643 63,197 SH   OTR 1 0 63,197 0
Gladstone Capital Corp common 376535100 401,505 54,701 SH   OTR 1 0 54,701 0
Main Street Capital Corp common 56035L104 846,406 25,012 SH   OTR 1 0 25,012 0
American Electric Power Co Inc common 025537101 1,472,378 19,700 SH   OTR 1 0 19,700 0
Air Products & Chemicals Inc common 009158106 6,105,747 38,149 SH   OTR 1 0 38,149 0
Avalonbay Communities Inc common 053484101 2,702,126 15,525 SH   OTR 1 0 15,525 0
Bb&T Corp common 054937107 4,313,806 99,580 SH   OTR 1 0 99,580 0
CenturyLink Inc common 156700106 2,834,974 187,127 SH   OTR 1 0 187,127 0
American Water Works Co Inc common 030420103 2,709,303 29,848 SH   OTR 1 0 29,848 0
Entergy Corp common 29364G103 2,417,965 28,093 SH   OTR 1 0 28,093 0
General Motors Co common 37045V100 5,062,959 151,359 SH   OTR 1 0 151,359 0
Hartford Financial Services Group Inc common 416515104 3,454,565 77,718 SH   OTR 1 0 77,718 0
Kohl's Corp common 500255104 2,434,877 36,703 SH   OTR 1 0 36,703 0
Marriott International Inc/Md common 571903202 5,212,726 48,017 SH   OTR 1 0 48,017 0
Yum! Brands Inc common 988498101 3,528,993 38,392 SH   OTR 1 0 38,392 0
Macy's Inc common 55616P104 2,273,346 76,338 SH   OTR 1 0 76,338 0
Danaher Corp common 235851102 7,700,280 74,673 SH   OTR 1 0 74,673 0
Paccar Inc common 693718108 3,828,494 67,002 SH   OTR 1 0 67,002 0
Sherwin-Williams Co/The common 824348106 5,976,657 15,190 SH   OTR 1 0 15,190 0
Las Vegas Sands Corp common 517834107 2,506,728 48,160 SH   OTR 1 0 48,160 0
Qurate Retail Group A common 74915M100 2,221,122 113,787 SH   OTR 1 0 113,787 0
Discover Financial Services common 254709108 2,408,271 40,832 SH   OTR 1 0 40,832 0
Invesco Ltd common G491BT108 1,139,726 68,084 SH   OTR 1 0 68,084 0
Eastman Chemical Co common 277432100 1,909,999 26,125 SH   OTR 1 0 26,125 0
Monster Beverage Corp common 61174X109 3,034,118 61,644 SH   OTR 1 0 61,644 0
Illumina Inc common 452327109 5,205,885 17,357 SH   OTR 1 0 17,357 0
Nordstrom Inc common 655664100 1,508,393 32,362 SH   OTR 1 0 32,362 0
SBA Communications Corp common 78410G104 2,202,837 13,607 SH   OTR 1 0 13,607 0
Regeneron Pharmaceuticals Inc common 75886F107 19,981,503 53,498 SH   OTR 1 0 53,498 0
Cheniere Energy Inc common 16411R208 1,766,881 29,851 SH   OTR 1 0 29,851 0
Cdk Global Inc common 12508E101 2,259,936 47,200 SH   OTR 1 0 47,200 0
Citizens Financial Group Inc common 174610105 2,183,282 73,437 SH   OTR 1 0 73,437 0
Digital Realty Trust Inc common 253868103 2,663,537 24,998 SH   OTR 1 0 24,998 0
Hilton Worldwide Holdings Inc common 43300A203 2,502,086 34,848 SH   OTR 1 0 34,848 0
Henry Schein Inc common 806407102 1,668,629 21,251 SH   OTR 1 0 21,251 0
Interpublic Group Of Cos Inc/The common 460690100 1,810,468 87,759 SH   OTR 1 0 87,759 0
Laboratory Corp Of America Holdings common 50540R409 1,608,816 12,732 SH   OTR 1 0 12,732 0
Maxim Integrated Products Inc common 57772K101 1,702,305 33,477 SH   OTR 1 0 33,477 0
Verisk Analytics Inc common 92345Y106 2,672,243 24,507 SH   OTR 1 0 24,507 0
Waters Corp common 941848103 2,246,633 11,909 SH   OTR 1 0 11,909 0
Lear Corp common 521865204 1,339,174 10,900 SH   OTR 1 0 10,900 0
Brookfield Property Reit Inc common 11282X103 422,142 26,220 SH   OTR 1 0 26,220 0
Splunk Inc common 848637104 1,752,987 16,719 SH   OTR 1 0 16,719 0
XPO Logistics Inc common 983793100 1,048,395 18,380 SH   OTR 1 0 18,380 0
SS&C Technologies Holdings Inc common 78467J100 2,154,499 47,761 SH   OTR 1 0 47,761 0
Wynn Resorts Ltd common 983134107 1,110,067 11,223 SH   OTR 1 0 11,223 0
National Retail Properties Inc common 637417106 847,421 17,469 SH   OTR 1 0 17,469 0
IDEXX Laboratories Inc common 45168D104 3,499,222 18,811 SH   OTR 1 0 18,811 0
MGM Resorts International common 552953101 1,497,764 61,738 SH   OTR 1 0 61,738 0
Discovery Communications Inc - A common 25470F104 343,070 13,867 SH   OTR 1 0 13,867 0
Marvell Technology Group Ltd common G5876H105 935,539 57,785 SH   OTR 1 0 57,785 0
Jb Hunt Transport Services Inc common 445658107 1,071,728 11,519 SH   OTR 1 0 11,519 0
Discovery Communications Inc - C common 25470F302 662,719 28,714 SH   OTR 1 0 28,714 0
Affiliated Managers Group Inc common 008252108 5,468,820 56,125 SH   OTR 1 0 56,125 0
Flowserve Corp common 34354P105 915,788 24,087 SH   OTR 1 0 24,087 0
Voya Financial Inc common 929089100 684,949 17,064 SH   OTR 1 0 17,064 0
HD Supply Holdings Inc common 40416M105 1,077,800 28,726 SH   OTR 1 0 28,726 0
PTC Inc common 69370C100 956,003 11,532 SH   OTR 1 0 11,532 0
WP Carey Inc common 92936U109 1,153,382 17,652 SH   OTR 1 0 17,652 0
Itau Unibanco Holding Sa ADR common 465562106 412,863 45,171 SH   OTR 1 0 45,171 0
Unilever NV common 904784709 647,053 12,027 SH   OTR 1 0 12,027 0
Telefonica Brasil Sa ADR common 87936R106 472,965 39,645 SH   OTR 1 0 39,645 0
Green Plains Inc common 393222104 3,779,783 288,313 SH   OTR 1 0 288,313 0
Arconic Inc common 03965L100 10,970,515 650,683 SH   OTR 1 0 650,683 0
Hess Corp common 42809H107 1,843,398 45,516 SH   OTR 1 0 45,516 0
Ingersoll-Rand Plc common 00B633030 68,458,353 750,393 SH   OTR 1 0 750,393 0
CarMax Inc common 143130102 40,022,681 638,015 SH   OTR 1 0 638,015 0
Lyondellbasell Industries NV common 000943499 33,139,925 398,508 SH   OTR 1 0 398,508 0
Tractor Supply Co common 892356106 71,296,893 854,469 SH   OTR 1 0 854,469 0
Allergan Plc common 00BY9D546 37,073,007 277,368 SH   OTR 1 0 277,368 0
S&P Global Inc common 78409V104 18,900,897 111,221 SH   OTR 1 0 111,221 0
United Technologies Corp common 913017109 20,221,830 189,912 SH   OTR 1 0 189,912 0
Thermo Fisher Scientific Inc common 883556102 23,007,626 102,809 SH   OTR 1 0 102,809 0
Taiwan Semiconductor Manufacturing Co Ltd ADR common 874039100 6,921,887 187,585 SH   OTR 1 0 187,585 0
IQVIA Holdings Inc common 46266C105 12,978,745 111,722 SH   OTR 1 0 111,722 0
Aon PLC common 00B5BT0K0 14,959,434 102,913 SH   OTR 1 0 102,913 0
Chubb Ltd common 004432874 7,191,580 55,671 SH   OTR 1 0 55,671 0
Eversource Energy common 30040W108 3,412,779 52,472 SH   OTR 1 0 52,472 0
Berkshire Hathaway Inc common 084670702 35,850,333 175,582 SH   OTR 1 0 175,582 0
DowDuPont Inc common 26078J100 21,211,826 396,631 SH   OTR 1 0 396,631 0
Mastercard Inc common 57636Q104 22,749,681 120,592 SH   OTR 1 0 120,592 0
PepsiCo Inc common 713448108 21,936,688 198,558 SH   OTR 1 0 198,558 0
Walgreens Boots Alliance Inc common 931427108 13,189,808 193,031 SH   OTR 1 0 193,031 0
Marsh & Mclennan Cos Inc common 571748102 13,274,547 166,452 SH   OTR 1 0 166,452 0
Perrigo Co Plc common 00BGH1M56 6,290,520 162,336 SH   OTR 1 0 162,336 0
O2micro International Ltd ADR common 67107W100 3,962,858 2,624,409 SH   OTR 1 0 2,624,409 0
Anthem Inc common 036752103 30,367,644 115,629 SH   OTR 1 0 115,629 0
Citrix Systems Inc common 177376100 3,055,357 29,820 SH   OTR 1 0 29,820 0
Emerson Electric Co common 291011104 7,314,655 122,421 SH   OTR 1 0 122,421 0
Becton Dickinson And Co common 075887109 7,068,288 31,370 SH   OTR 1 0 31,370 0
Bank Of New York Mellon Corp/The common 064058100 5,395,305 114,623 SH   OTR 1 0 114,623 0
Capital One Financial Corp common 14040H105 10,162,168 134,438 SH   OTR 1 0 134,438 0
Amphenol Corp common 032095101 4,751,418 58,645 SH   OTR 1 0 58,645 0
Cme Group Inc common 12572Q105 8,407,835 44,694 SH   OTR 1 0 44,694 0
Salesforce.com Inc common 79466L302 11,541,503 84,263 SH   OTR 1 0 84,263 0
CF Industries Holdings Inc common 125269100 1,685,403 38,736 SH   OTR 1 0 38,736 0
Cabot Oil & Gas Corp common 127097103 1,395,266 62,428 SH   OTR 1 0 62,428 0
International Paper Co common 460146103 2,822,698 69,938 SH   OTR 1 0 69,938 0
Duke Energy Corp common 26441C204 2,355,990 27,300 SH   OTR 1 0 27,300 0
Paychex Inc common 704326107 2,496,939 38,326 SH   OTR 1 0 38,326 0
Sysco Corp common 871829107 4,892,054 78,073 SH   OTR 1 0 78,073 0
Target Corp common 87612E106 5,067,847 76,681 SH   OTR 1 0 76,681 0
Viacom Inc common 92553P201 2,493,928 97,040 SH   OTR 1 0 97,040 0
Equity Residential common 29476L107 2,906,882 44,037 SH   OTR 1 0 44,037 0
Twenty-First Century Fox Inc - B common 90130A200 850,484 17,800 SH   OTR 1 0 17,800 0
Humana Inc common 444859102 22,130,866 77,251 SH   OTR 1 0 77,251 0
Loews Corp common 540424108 1,415,353 31,093 SH   OTR 1 0 31,093 0
Constellation Brands Inc common 21036P108 3,970,967 24,692 SH   OTR 1 0 24,692 0
Fastenal Co common 311900104 2,822,614 53,980 SH   OTR 1 0 53,980 0
Prologis Inc common 74340W103 4,341,052 73,928 SH   OTR 1 0 73,928 0
Mylan NV common 001103120 5,004,281 182,638 SH   OTR 1 0 182,638 0
PayPal Holdings Inc common 70450Y103 11,145,793 132,546 SH   OTR 1 0 132,546 0
Best Buy Co Inc common 086516101 1,561,684 29,488 SH   OTR 1 0 29,488 0
Lam Research Corp common 512807108 2,741,783 20,135 SH   OTR 1 0 20,135 0
ServiceNow Inc common 81762P102 3,674,418 20,637 SH   OTR 1 0 20,637 0
Red Hat Inc common 756577102 4,432,978 25,239 SH   OTR 1 0 25,239 0
Snap-On Inc common 833034101 1,643,375 11,311 SH   OTR 1 0 11,311 0
UDR Inc common 902653104 1,364,671 34,444 SH   OTR 1 0 34,444 0
Ally Financial Inc common 02005N100 2,306,788 101,800 SH   OTR 1 0 101,800 0
Martin Marietta Materials Inc common 573284106 1,907,413 11,098 SH   OTR 1 0 11,098 0
WestRock Co common 96145D105 1,709,018 45,260 SH   OTR 1 0 45,260 0
Msci Inc common 55354G100 1,642,518 11,141 SH   OTR 1 0 11,141 0
Qorvo Inc common 74736K101 1,051,236 17,310 SH   OTR 1 0 17,310 0
Iron Mountain Inc common 46284V101 1,560,282 48,142 SH   OTR 1 0 48,142 0
Tal Education Group - ADR common 874080104 16,647,306 623,962 SH   OTR 1 0 623,962 0
Kansas City Southern common 485170302 1,379,253 14,450 SH   OTR 1 0 14,450 0
Alleghany Corp common 017175100 7,029,803 11,278 SH   OTR 1 0 11,278 0
Arthur J Gallagher & Co common 363576109 1,532,960 20,800 SH   OTR 1 0 20,800 0
Td Ameritrade Holding Corp common 87236Y108 1,528,678 31,223 SH   OTR 1 0 31,223 0
Ingredion Inc common 457187102 1,044,793 11,431 SH   OTR 1 0 11,431 0
TechnipFMC PLC common 00BDSFG98 1,038,445 53,036 SH   OTR 1 0 53,036 0
FLIR Systems Inc common 302445101 676,699 15,542 SH   OTR 1 0 15,542 0
Southwest Airlines Co common 844741108 921,698 19,830 SH   OTR 1 0 19,830 0
Eaton Vance Corp common 278265103 420,014 11,939 SH   OTR 1 0 11,939 0
Liberty Broadband Corp common 530307305 726,278 10,083 SH   OTR 1 0 10,083 0
Signature Bank/New York Ny common 82669G104 2,477,721 24,100 SH   OTR 1 0 24,100 0
Zayo Group Holdings Inc common 98919V105 456,686 19,995 SH   OTR 1 0 19,995 0
East West Bancorp Inc common 27579R104 609,420 14,000 SH   OTR 1 0 14,000 0
Take-Two Interactive Software Inc common 874054109 1,202,133 11,678 SH   OTR 1 0 11,678 0
Knight-Swift Transportation Holdings Inc common 499049104 382,142 15,243 SH   OTR 1 0 15,243 0
Telekomunikasi Indonesia Persero Tbk Pt ADR common 715684106 353,389 13,483 SH   OTR 1 0 13,483 0
Infosys Ltd common 456788108 417,589 44,283 SH   OTR 1 0 44,283 0
Nordic American Offshore Ltd common G65772108 3,366,934 8,016,510 SH   OTR 1 0 8,016,510 0
Axa Equitable Holdings Inc common 054561105 312,844 18,812 SH   OTR 1 0 18,812 0
Carnival Corp common 143658300 51,417,879 1,042,959 SH   OTR 1 0 1,042,959 0
Anadarko Petroleum Corp common 032511107 84,448,028 1,926,278 SH   OTR 1 0 1,926,278 0
Johnson & Johnson common 478160104 201,892,014 1,564,448 SH   OTR 1 0 1,564,448 0
Visa Inc common 92826C839 118,563,791 898,619 SH   OTR 1 0 898,619 0
Netflix Inc common 64110L106 19,379,922 72,405 SH   OTR 1 0 72,405 0
Motorola Solutions Inc common 620076307 10,036,665 87,245 SH   OTR 1 0 87,245 0
Worldpay Inc A common 981558109 12,512,814 163,716 SH   OTR 1 0 163,716 0
Goldman Sachs Group Inc/The common 38141G104 8,485,138 50,794 SH   OTR 1 0 50,794 0
American Express Co common 025816109 8,094,288 84,917 SH   OTR 1 0 84,917 0
Merck & Co Inc common 58933Y105 47,235,592 618,186 SH   OTR 1 0 618,186 0
Evergy Inc common 30034W106 641,501 11,300 SH   OTR 1 0 11,300 0
Viavi Solutions Inc common 925550105 42,312,098 4,210,159 SH   OTR 1 0 4,210,159 0
Canadian Solar Inc common 136635109 6,116,082 426,505 SH   OTR 1 0 426,505 0
Yandex NV common 000980552 87,185,099 3,187,755 SH   OTR 1 0 3,187,755 0
Nxp Semiconductors Nv common 000953878 3,296,208 44,981 SH   OTR 1 0 44,981 0
Blackstone Group Lp common 09253U108 4,434,327 148,753 SH   OTR 1 0 148,753 0
Hercules Capital Inc common 427096508 737,466 66,739 SH   OTR 1 0 66,739 0
Automatic Data Processing Inc common 053015103 7,839,665 59,790 SH   OTR 1 0 59,790 0
Franklin Resources Inc common 354613101 4,473,470 150,825 SH   OTR 1 0 150,825 0
Fifth Third Bancorp common 316773100 1,950,590 82,898 SH   OTR 1 0 82,898 0
NextEra Energy Inc common 65339F101 12,526,686 72,067 SH   OTR 1 0 72,067 0
Aflac Inc common 001055102 4,204,322 92,281 SH   OTR 1 0 92,281 0
Apache Corp common 037411105 1,305,754 49,743 SH   OTR 1 0 49,743 0
Amerisourcebergen Corp common 03073E105 5,654,251 75,998 SH   OTR 1 0 75,998 0
Campbell Soup Co common 134429109 947,242 28,713 SH   OTR 1 0 28,713 0
Cummins Inc common 231021106 5,843,142 43,723 SH   OTR 1 0 43,723 0
Crown Castle International Corp common 22822V101 5,256,063 48,385 SH   OTR 1 0 48,385 0
Kimberly-Clark Corp common 494368103 6,459,828 56,695 SH   OTR 1 0 56,695 0
Northern Trust Corp common 665859104 2,396,442 28,669 SH   OTR 1 0 28,669 0
Xilinx Inc common 983919101 2,518,136 29,566 SH   OTR 1 0 29,566 0
Simon Property Group Inc common 828806109 6,204,543 36,934 SH   OTR 1 0 36,934 0
Tiffany & Co common 886547108 1,062,893 13,202 SH   OTR 1 0 13,202 0
Xcel Energy Inc common 98389B100 1,014,962 20,600 SH   OTR 1 0 20,600 0
Ecolab Inc common 278865100 6,767,196 45,926 SH   OTR 1 0 45,926 0
Public Storage common 74460D109 3,777,983 18,665 SH   OTR 1 0 18,665 0
Seagate Technology Plc common 00B58JVZ5 1,262,356 32,712 SH   OTR 1 0 32,712 0
Jefferies Financial Group Inc common 47233W109 639,542 36,840 SH   OTR 1 0 36,840 0
National Oilwell Varco Inc common 637071101 1,263,027 49,145 SH   OTR 1 0 49,145 0
Roper Technologies Inc common 776696106 5,389,034 20,220 SH   OTR 1 0 20,220 0
Ventas Inc common 92276F100 2,566,886 43,811 SH   OTR 1 0 43,811 0
O'Reilly Automotive Inc common 67103H107 4,952,843 14,384 SH   OTR 1 0 14,384 0
Kinder Morgan Inc/De common 49456B101 3,953,183 257,034 SH   OTR 1 0 257,034 0
Hanesbrands Inc common 410345102 545,707 43,552 SH   OTR 1 0 43,552 0
Pinnacle West Capital Corp common 723484101 1,540,927 18,086 SH   OTR 1 0 18,086 0
Sl Green Realty Corp common 78440X101 902,777 11,416 SH   OTR 1 0 11,416 0
Varian Medical Systems Inc common 92220P105 10,148,044 89,560 SH   OTR 1 0 89,560 0
Vulcan Materials Co common 929160109 2,349,069 23,776 SH   OTR 1 0 23,776 0
Under Armour Inc - C common 904311206 369,096 22,826 SH   OTR 1 0 22,826 0
Fortive Corp common 34959J108 3,919,544 57,930 SH   OTR 1 0 57,930 0
Coty Inc common 222070203 467,518 71,268 SH   OTR 1 0 71,268 0
Celanese Corp common 150870103 2,158,470 23,991 SH   OTR 1 0 23,991 0
WABCO Holdings Inc common 92927K102 1,120,522 10,439 SH   OTR 1 0 10,439 0
Alexandria Real Estate Equities Inc common 015271109 1,536,264 13,331 SH   OTR 1 0 13,331 0
Diamondback Energy Inc common 25278X109 1,782,621 19,230 SH   OTR 1 0 19,230 0
IHS Markit Ltd common G47567105 2,856,997 59,558 SH   OTR 1 0 59,558 0
H&R Block Inc common 093671105 1,838,462 72,466 SH   OTR 1 0 72,466 0
Athene Holding Ltd common G0684D107 1,752,241 43,993 SH   OTR 1 0 43,993 0
Darden Restaurants Inc common 237194105 2,649,585 26,533 SH   OTR 1 0 26,533 0
United Therapeutics Corp common 91307C102 1,715,828 15,756 SH   OTR 1 0 15,756 0
Goodyear Tire & Rubber Co/The common 382550101 514,332 25,200 SH   OTR 1 0 25,200 0
Nuvasive Inc common 670704105 12,454,428 251,300 SH   OTR 1 0 251,300 0
Weibo Corp common 948596101 13,958,927 238,900 SH   OTR 1 0 238,900 0
Harley-Davidson Inc common 412822108 566,767 16,611 SH   OTR 1 0 16,611 0
L Brands Inc common 501797104 681,770 26,559 SH   OTR 1 0 26,559 0
Kimco Realty Corp common 49446R109 645,420 44,056 SH   OTR 1 0 44,056 0
Mid-America Apartment Communities Inc common 59522J103 1,194,145 12,478 SH   OTR 1 0 12,478 0
Hologic Inc common 436440101 1,307,186 31,805 SH   OTR 1 0 31,805 0
Unum Group common 91529Y106 722,219 24,582 SH   OTR 1 0 24,582 0
Helmerich & Payne Inc common 423452101 529,497 11,045 SH   OTR 1 0 11,045 0
American Airlines Group Inc common 02376R102 444,980 13,858 SH   OTR 1 0 13,858 0
Keysight Technologies Inc common 49338L103 1,185,728 19,100 SH   OTR 1 0 19,100 0
Ao Smith Corp common 831865209 1,164,301 27,267 SH   OTR 1 0 27,267 0
Seattle Genetics Inc common 812578102 599,066 10,573 SH   OTR 1 0 10,573 0
Commscope Holding Co Inc common 20337X109 287,841 17,562 SH   OTR 1 0 17,562 0
Seadrill Ltd common G7998G106 4,764,407 491,176 SH   OTR 1 0 491,176 0
Golar LNG LTD common G9456A100 750,720 34,500 SH   OTR 1 0 34,500 0
Jinkosolar Holding Co Ltd ADR common 47759T100 1,553,056 157,033 SH   OTR 1 0 157,033 0
Darling Ingredients Inc common 237266101 2,296,833 119,378 SH   OTR 1 0 119,378 0
Delphi Technologies PLC common 00BD85SC5 494,513 34,533 SH   OTR 1 0 34,533 0
Western Digital Corp common 958102105 89,708,555 2,426,523 SH   OTR 1 0 2,426,523 0
Pioneer Natural Resources Co common 723787107 62,581,030 475,829 SH   OTR 1 0 475,829 0
Mcdonald's Corp common 580135101 25,562,444 143,957 SH   OTR 1 0 143,957 0
Procter & Gamble Co/The common 742718109 36,351,143 395,465 SH   OTR 1 0 395,465 0
Broadcom Ltd common 11135F101 14,940,221 58,755 SH   OTR 1 0 58,755 0
Costco Wholesale Corp common 22160K105 14,386,611 70,623 SH   OTR 1 0 70,623 0
American International Group Inc common 026874784 4,113,616 104,380 SH   OTR 1 0 104,380 0
Us Bancorp common 902973304 10,306,310 225,521 SH   OTR 1 0 225,521 0
Electronic Arts Inc common 285512109 29,932,220 379,321 SH   OTR 1 0 379,321 0
Baidu Inc ADR common 056752108 127,410,517 803,345 SH   OTR 1 0 803,345 0
Cardinal Health Inc common 14149Y108 1,685,122 37,783 SH   OTR 1 0 37,783 0
Estee Lauder Cos Inc/The common 518439104 3,467,295 26,651 SH   OTR 1 0 26,651 0
Mosaic Co/The common 61945C103 2,959,499 101,318 SH   OTR 1 0 101,318 0
Agilent Technologies Inc common 00846U101 3,281,052 48,637 SH   OTR 1 0 48,637 0
Boston Properties Inc common 101121101 2,113,126 18,775 SH   OTR 1 0 18,775 0
CSX Corp common 126408103 9,034,137 145,407 SH   OTR 1 0 145,407 0
Ford Motor Co common 345370860 3,447,710 450,681 SH   OTR 1 0 450,681 0
Mckesson Corp common 58155Q103 5,878,772 53,216 SH   OTR 1 0 53,216 0
Williams Cos Inc/The common 969457100 3,588,924 162,763 SH   OTR 1 0 162,763 0
Norfolk Southern Corp common 655844108 7,729,424 51,688 SH   OTR 1 0 51,688 0
Pg&E Corp common 69331C108 1,848,368 77,826 SH   OTR 1 0 77,826 0
Sempra Energy common 816851109 4,567,024 42,213 SH   OTR 1 0 42,213 0
Stanley Black & Decker Inc common 854502101 4,254,003 35,527 SH   OTR 1 0 35,527 0
Ross Stores Inc common 778296103 3,754,234 45,123 SH   OTR 1 0 45,123 0
VF Corp common 918204108 2,898,330 40,627 SH   OTR 1 0 40,627 0
DaVita Inc common 23918K108 973,109 18,910 SH   OTR 1 0 18,910 0
Fidelity National Information Services Inc common 31620M106 4,092,976 39,912 SH   OTR 1 0 39,912 0
Molson Coors Brewing Co common 60871R209 2,866,856 51,048 SH   OTR 1 0 51,048 0
Dollar General Corp common 256677105 3,437,376 31,804 SH   OTR 1 0 31,804 0
Twitter Inc common 90184L102 2,347,282 81,673 SH   OTR 1 0 81,673 0
Johnson Controls International PLC common 00BY7QL61 5,351,973 180,505 SH   OTR 1 0 180,505 0
Quest Diagnostics Inc common 74834L100 1,471,048 17,666 SH   OTR 1 0 17,666 0
Equifax Inc common 294429105 1,820,971 19,553 SH   OTR 1 0 19,553 0
Royal Caribbean Cruises Ltd common 000886286 2,090,066 21,373 SH   OTR 1 0 21,373 0
Tyson Foods Inc common 902494103 3,479,170 65,153 SH   OTR 1 0 65,153 0
Total System Services Inc common 891906109 1,649,049 20,286 SH   OTR 1 0 20,286 0
Willis Towers Watson PLC common 00BDB6Q21 2,671,066 17,589 SH   OTR 1 0 17,589 0
Global Payments Inc common 37940X102 1,994,740 19,342 SH   OTR 1 0 19,342 0
Liberty Global Plc - A common 00B8W6766 532,220 24,940 SH   OTR 1 0 24,940 0
Centene Corp common 15135B101 2,890,917 25,073 SH   OTR 1 0 25,073 0
Duke Realty Corp common 264411505 1,173,659 45,315 SH   OTR 1 0 45,315 0
First Republic Bank/Ca common 33616C100 1,533,177 17,643 SH   OTR 1 0 17,643 0
Sabre Corp common 78573M104 1,742,085 80,503 SH   OTR 1 0 80,503 0
Agnc Investment Corp common 00123Q104 1,604,121 91,455 SH   OTR 1 0 91,455 0
Avnet Inc common 053807103 1,130,869 31,300 SH   OTR 1 0 31,300 0
VMware Inc common 928563402 2,382,634 17,375 SH   OTR 1 0 17,375 0
ON Semiconductor Corp common 682189105 1,969,643 119,300 SH   OTR 1 0 119,300 0
Iac/Interactivecorp common 44919P508 3,006,066 16,423 SH   OTR 1 0 16,423 0
Pultegroup Inc common 745867101 2,071,403 79,700 SH   OTR 1 0 79,700 0
Cimarex Energy Co common 171798101 697,878 11,320 SH   OTR 1 0 11,320 0
Cadence Design Systems Inc common 127387108 1,336,836 30,746 SH   OTR 1 0 30,746 0
Raymond James Financial Inc common 754730109 1,101,268 14,800 SH   OTR 1 0 14,800 0
Liberty Media Corp-Liberty Siriusxm - C common 531229607 712,013 19,254 SH   OTR 1 0 19,254 0
SEI Investments Co common 784117103 616,400 13,342 SH   OTR 1 0 13,342 0
Liberty Property Trust common 531172104 615,636 14,700 SH   OTR 1 0 14,700 0
Manpowergroup Inc common 56418H100 1,831,961 28,271 SH   OTR 1 0 28,271 0
Sensata Technologies Holding NV common 00BFMBMT8 2,751,696 61,367 SH   OTR 1 0 61,367 0
Waste Connections Inc common 94106B101 2,659,709 35,821 SH   OTR 1 0 35,821 0
Liberty Media Corp - C common 531229854 577,160 18,800 SH   OTR 1 0 18,800 0
Axalta Coating Systems Ltd common G0750C108 779,909 33,301 SH   OTR 1 0 33,301 0
Lamb Weston Holdings Inc common 513272104 1,452,736 19,749 SH   OTR 1 0 19,749 0
Plains GP Holdings LP common 72651A207 321,922 16,016 SH   OTR 1 0 16,016 0
Parsley Energy Inc common 701877102 482,452 30,191 SH   OTR 1 0 30,191 0
Idex Corp common 45167R104 2,028,872 16,069 SH   OTR 1 0 16,069 0
Vistra Energy Corp common 92840M102 1,004,871 43,900 SH   OTR 1 0 43,900 0
Zillow Group Inc common 98954M200 339,043 10,736 SH   OTR 1 0 10,736 0
Spirit Aerosystems Holdings Inc common 848574109 1,402,583 19,456 SH   OTR 1 0 19,456 0
Invitation Homes Inc common 46187W107 592,360 29,500 SH   OTR 1 0 29,500 0
GoDaddy Inc common 380237107 1,119,215 17,056 SH   OTR 1 0 17,056 0
Diana Shipping Inc common Y2066G104 583,597 183,521 SH   OTR 1 0 183,521 0
Hms Holdings Cor common 40425J101 1,376,563 48,901 SH   OTR 1 0 48,901 0