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 Holdings Inc COM 000304105 2,636 29,009 SH   SOLE   29,009 0 0
ABB Ltd COM 000375204 2,456 116,568 SH   SOLE   116,568 0 0
Abbott Laboratories COM 002824100 714 18,600 SH   SOLE   18,600 0 0
Abiomed Inc COM 003654100 57,510 510,380 SH   SOLE   510,380 0 0
Acorda Therapeutics Inc COM 00484m106 915 48,675 SH   SOLE   48,675 0 0
Activision Blizzard Inc COM 00507v109 9,111 252,306 SH   SOLE   252,306 0 0
Acuity Brands Inc COM 00508y102 16,382 70,961 SH   SOLE   70,961 0 0
Acxiom Corp COM 005125109 931 34,750 SH   SOLE   34,750 0 0
Adecco Group AG COM 006754204 3,161 96,407 SH   SOLE   96,407 0 0
Adtran Inc COM 00738a106 1,874 83,850 SH   SOLE   83,850 0 0
Advanced Disposal Services Inc COM 00790x101 288 12,939 SH   SOLE   12,939 0 0
Aegion Corporation COM 00770f104 3,306 139,500 SH   SOLE   139,500 0 0
Affiliated Managers Group Inc COM 008252108 10,409 71,637 SH   SOLE   71,637 0 0
AFLAC Inc COM 001055102 29,607 425,395 SH   SOLE   425,395 0 0
Air Liquide-Unsponsored ADR COM 009126202 2,774 124,470 SH   SOLE   124,470 0 0
Air Methods Corp COM 009128307 2,396 75,225 SH   SOLE   75,225 0 0
Akorn Inc COM 009728106 3,650 167,224 SH   SOLE   167,224 0 0
Alaska Air Group Inc COM 011659109 31,836 358,794 SH   SOLE   358,794 0 0
Albany International Corp COM 012348108 2,353 50,825 SH   SOLE   50,825 0 0
Albemarle Corp COM 012653101 23,591 274,054 SH   SOLE   274,054 0 0
Alkermes Plc COM g01767105 14,150 254,590 SH   SOLE   254,590 0 0
Allergan PLC COM g0177j108 509 2,424 SH   SOLE   2,424 0 0
Allianz SE - ADR COM 018805101 27,546 1,663,441 SH   SOLE   1,663,441 0 0
Ambarella Inc Ord COM g037ax101 12,031 222,259 SH   SOLE   222,259 0 0
AMC Entertainment Hlds-Cl A COM 00165c104 243 7,232 SH   SOLE   7,232 0 0
Amerco COM 023586100 17,285 46,768 SH   SOLE   46,768 0 0
American Eagle Outfitters Inc COM 02553e106 18,836 1,241,667 SH   SOLE   1,241,667 0 0
American Sts Wtr CO COM 029899101 17,287 379,436 SH   SOLE   379,436 0 0
American Water Works Co Inc COM 030420103 27,339 377,814 SH   SOLE   377,814 0 0
AMN Healthcare Services Inc COM 001744101 1,395 36,275 SH   SOLE   36,275 0 0
Anadarko Pete Corp COM 032511107 301 4,318 SH   SOLE   4,318 0 0
Apache Corp COM 037411105 427 6,721 SH   SOLE   6,721 0 0
Apple Inc COM 037833100 255 2,205 SH   SOLE   2,205 0 0
Applied Materials Inc COM 038222105 8,591 266,213 SH   SOLE   266,213 0 0
Arch Capital Group Ltd COM g0450a105 25,585 296,497 SH   SOLE   296,497 0 0
Arista Networks Inc COM 040413106 29,628 306,166 SH   SOLE   306,166 0 0
Astellas Pharma Inc COM 04623u102 2,804 201,453 SH   SOLE   201,453 0 0
Atmos Energy Corp COM 049560105 93,486 1,260,771 SH   SOLE   1,260,771 0 0
AXA Group S A - ADR COM 054536107 3,240 128,073 SH   SOLE   128,073 0 0
Axis Capital Holdings Limited COM g0692u109 24,967 382,513 SH   SOLE   382,513 0 0
Balchem Corporation COM 057665200 4,620 55,053 SH   SOLE   55,053 0 0
Banco Bilbao Vizcaya Argentari COM 05946k101 3,153 465,737 SH   SOLE   465,737 0 0
BASF SE COM 055262505 2,596 27,875 SH   SOLE   27,875 0 0
BELDEN INC. COM 077454106 231 3,088 SH   SOLE   3,088 0 0
Berry Plastics Group Inc COM 08579w103 284 5,830 SH   SOLE   5,830 0 0
BHP Billiton Ltd COM 088606108 14,437 403,503 SH   SOLE   403,503 0 0
Big Lots Inc COM 089302103 19,793 394,208 SH   SOLE   394,208 0 0
Biomarin Pharmaceutical Inc COM 09061g101 9,743 117,611 SH   SOLE   117,611 0 0
BNP Paribas SA COM 05565a202 3,279 102,671 SH   SOLE   102,671 0 0
Boyd Gaming Corp COM 103304101 209 10,360 SH   SOLE   10,360 0 0
Broadcom Ltd. COM y09827109 1,033 5,842 SH   SOLE   5,842 0 0
BroadSoft Inc COM 11133b409 6,247 151,450 SH   SOLE   151,450 0 0
Bruker Corporation COM 116794108 3,636 171,675 SH   SOLE   171,675 0 0
Brunswick Corp COM 117043109 15,322 280,940 SH   SOLE   280,940 0 0
Builders Firstsource Inc COM 12008r107 165 15,020 SH   SOLE   15,020 0 0
BWX Technologies Inc COM 05605h100 21,444 540,145 SH   SOLE   540,145 0 0
Camping World Holdings Inc COM 13462k109 1,009 30,963 SH   SOLE   30,963 0 0
CareTrust Reit COM 14174t107 1,599 104,400 SH   SOLE   104,400 0 0
Carpenter Technology Corp COM 144285103 1,169 32,321 SH   SOLE   32,321 0 0
Carrefour SA COM 144430204 2,954 613,133 SH   SOLE   613,133 0 0
Casey's General Stores Inc COM 147528103 10,310 86,724 SH   SOLE   86,724 0 0
CBOE Holdings Inc COM 12503m108 19,437 263,056 SH   SOLE   263,056 0 0
Celanese Corp COM 150870103 22,967 291,686 SH   SOLE   291,686 0 0
Chart Industries Inc COM 16115q308 1,631 45,275 SH   SOLE   45,275 0 0
Cheesecake Factory Inc COM 163072101 25,067 418,615 SH   SOLE   418,615 0 0
Chevron Corp COM 166764100 247 2,100 SH   SOLE   2,100 0 0
Citizens Financial Group COM 174610105 123,666 3,470,834 SH   SOLE   3,470,834 0 0
Clorox Co Del COM 189054109 15,058 125,464 SH   SOLE   125,464 0 0
CME Group Inc COM 12572q105 266 2,308 SH   SOLE   2,308 0 0
CNO Financial Group Inc COM 12621e103 4,062 212,100 SH   SOLE   212,100 0 0
Coca-Cola HBC AG COM 191223205 2,393 111,427 SH   SOLE   111,427 0 0
Cognex Corp COM 192422103 3,660 57,536 SH   SOLE   57,536 0 0
Cohen & Steers Inc COM 19247a100 3,859 114,851 SH   SOLE   114,851 0 0
Comcast Corp New COM 20030n101 288 4,172 SH   SOLE   4,172 0 0
Comerica Inc COM 200340107 36,894 541,677 SH   SOLE   541,677 0 0
Compass Group Plc COM 20449x302 2,753 148,416 SH   SOLE   148,416 0 0
Computer Sciences Corp COM 205363104 91,092 1,533,017 SH   SOLE   1,533,017 0 0
Conagra Foods Inc COM 205887102 19,794 500,490 SH   SOLE   500,490 0 0
Continental ag COM 210771200 3,475 89,682 SH   SOLE   89,682 0 0
Cooper Cos Inc COM 216648402 16,016 91,559 SH   SOLE   91,559 0 0
Cracker Barrel Old Country Sto COM 22410j106 6,479 38,800 SH   SOLE   38,800 0 0
Credicorp Ltd COM g2519y108 28,576 181,024 SH   SOLE   181,024 0 0
CSL Limited Sponsored ADR COM 12637n204 2,309 63,509 SH   SOLE   63,509 0 0
CSRA Inc COM 12650t104 44,020 1,382,537 SH   SOLE   1,382,537 0 0
Cynosure Inc COM 232577205 5,815 127,525 SH   SOLE   127,525 0 0
D R Horton Inc COM 23331a109 11,931 436,546 SH   SOLE   436,546 0 0
Darden Restaurants Inc COM 237194105 25,760 354,234 SH   SOLE   354,234 0 0
Dassault Sys S A - ADR COM 237545108 1,611 21,105 SH   SOLE   21,105 0 0
Davita Inc COM 23918k108 10,358 161,345 SH   SOLE   161,345 0 0
Descartes Sys Group Inc COM 249906108 2,410 112,600 SH   SOLE   112,600 0 0
Diageo Plc COM 25243q205 21,379 205,690 SH   SOLE   205,690 0 0
DISH Network Corp COM 25470m109 32,942 568,658 SH   SOLE   568,658 0 0
DST Systems Inc COM 233326107 4,228 39,458 SH   SOLE   39,458 0 0
Dycom Inds Inc COM 267475101 4,949 61,638 SH   SOLE   61,638 0 0
Edwards Lifesciences Corp COM 28176e108 17,556 187,362 SH   SOLE   187,362 0 0
Electronic Arts Inc COM 285512109 13,651 173,324 SH   SOLE   173,324 0 0
Electronics for Imaging Inc COM 286082102 3,500 79,800 SH   SOLE   79,800 0 0
Ellie Mae Inc COM 28849p100 4,741 56,653 SH   SOLE   56,653 0 0
Enbridge Inc COM 29250n105 19,308 458,403 SH   SOLE   458,403 0 0
Envestnet Inc COM 29404k106 2,929 83,100 SH   SOLE   83,100 0 0
Eplus Inc COM 294268107 5,509 47,825 SH   SOLE   47,825 0 0
EPR Properties COM 26884u109 44,862 625,075 SH   SOLE   625,075 0 0
Euronet Worldwide Inc COM 298736109 255 3,515 SH   SOLE   3,515 0 0
Expedia Inc COM 30212p303 16,060 141,776 SH   SOLE   141,776 0 0
Fanuc Corporation - Unsp ADR COM 307305102 1,697 99,878 SH   SOLE   99,878 0 0
Financial Engines Inc COM 317485100 1,188 32,325 SH   SOLE   32,325 0 0
First Hawaiian Inc COM 32051x108 228 6,553 SH   SOLE   6,553 0 0
Fiserv Inc COM 337738108 18,237 171,598 SH   SOLE   171,598 0 0
Flir Sys Inc COM 302445101 7,005 193,569 SH   SOLE   193,569 0 0
FMC Technologies Inc COM 30249u101 33,922 954,751 SH   SOLE   954,751 0 0
Fomento Economico Mexicano SAB COM 344419106 1,132 14,860 SH   SOLE   14,860 0 0
Foot Locker Inc COM 344849104 5,510 77,720 SH   SOLE   77,720 0 0
Frank's International N.V COM n33462107 345 28,000 SH   SOLE   28,000 0 0
Fresenius SE & Co COM 35804m105 2,270 115,931 SH   SOLE   115,931 0 0
Fuji Heavy Inds Ltd COM 359556206 3,508 171,505 SH   SOLE   171,505 0 0
G-iii Apparel Group Ltd COM 36237h101 1,706 57,700 SH   SOLE   57,700 0 0
Gemalto NV COM 36863n208 2,755 95,107 SH   SOLE   95,107 0 0
General Electric Co COM 369604103 242 7,652 SH   SOLE   7,652 0 0
Genomic Health Inc COM 37244c101 2,062 70,150 SH   SOLE   70,150 0 0
Geospace Technologies Corp COM 37364x109 1,221 59,960 SH   SOLE   59,960 0 0
Gildan Activewear Inc COM 375916103 516 20,345 SH   SOLE   20,345 0 0
Givaudan SA COM 37636p108 2,351 64,029 SH   SOLE   64,029 0 0
Grupo Financiero Banorte SAB d COM 40052p107 3,207 129,439 SH   SOLE   129,439 0 0
Gulfport Energy Corp COM 402635304 5,187 239,714 SH   SOLE   239,714 0 0
Harris Corp Del COM 413875105 27,216 265,597 SH   SOLE   265,597 0 0
HDFC Bank Ltd COM 40415f101 607 10,000 SH   SOLE   10,000 0 0
Healthcare Services Group Inc COM 421906108 2,195 56,050 SH   SOLE   56,050 0 0
HealthEquity COM 42226a107 3,312 81,748 SH   SOLE   81,748 0 0
Hexcel Corp New COM 428291108 16,850 327,567 SH   SOLE   327,567 0 0
Hilltop Holdings Inc COM 432748101 3,561 119,500 SH   SOLE   119,500 0 0
HMS Hldgs Corp COM 40425j101 1,672 92,050 SH   SOLE   92,050 0 0
Hologic Inc COM 436440101 15,966 397,952 SH   SOLE   397,952 0 0
Home Depot Inc COM 437076102 216 1,612 SH   SOLE   1,612 0 0
Hormel Foods Corp COM 440452100 21,918 629,645 SH   SOLE   629,645 0 0
Host Hotels & Resorts Inc COM 44107p104 27,934 1,482,683 SH   SOLE   1,482,683 0 0
Humana Inc COM 444859102 27,927 136,878 SH   SOLE   136,878 0 0
Huntington Ingalls Inds Inc COM 446413106 24,625 133,692 SH   SOLE   133,692 0 0
Icu Med Inc COM 44930g107 6,206 42,120 SH   SOLE   42,120 0 0
Ii VI Inc COM 902104108 5,499 185,450 SH   SOLE   185,450 0 0
Impax Laboratories Inc COM 45256b101 1,370 103,375 SH   SOLE   103,375 0 0
Imperial Oil Ltd COM 453038408 17,815 512,509 SH   SOLE   512,509 0 0
Incyte Corp COM 45337c102 14,132 140,935 SH   SOLE   140,935 0 0
Insperity Inc COM 45778q107 1,985 27,975 SH   SOLE   27,975 0 0
Installed Building Products COM 45780r101 2,230 54,000 SH   SOLE   54,000 0 0
InterActiveCorp COM 44919p508 11,299 174,396 SH   SOLE   174,396 0 0
Intesa Sanpaolo COM 46115h107 157 10,254 SH   SOLE   10,254 0 0
InvenSense Inc COM 46123d205 2,615 204,425 SH   SOLE   204,425 0 0
Ionis Pharmaceuticals Inc COM 462222100 20,311 424,646 SH   SOLE   424,646 0 0
iRobot Corporation COM 462726100 6,048 103,475 SH   SOLE   103,475 0 0
J2 Global Inc COM 48123v102 5,949 72,725 SH   SOLE   72,725 0 0
Jack Henry & Assoc Inc COM 426281101 11,925 134,325 SH   SOLE   134,325 0 0
Japan Tobacco Inc - Unspon ADR COM 471105205 2,214 134,368 SH   SOLE   134,368 0 0
JGC Corp COM 466140100 2,105 57,783 SH   SOLE   57,783 0 0
JM Smucker Co COM 832696405 11,135 86,948 SH   SOLE   86,948 0 0
Kao Corp COM 485537302 683 14,379 SH   SOLE   14,379 0 0
Keycorp New COM 493267108 33,728 1,846,076 SH   SOLE   1,846,076 0 0
Komatsu Ltd COM 500458401 2,155 94,939 SH   SOLE   94,939 0 0
Kroger CO COM 501044101 20,692 599,586 SH   SOLE   599,586 0 0
Kubota Corp COM 501173207 2,495 34,880 SH   SOLE   34,880 0 0
L'Oreal Co SA COM 502117203 2,049 56,020 SH   SOLE   56,020 0 0
Lam Research Corp COM 512807108 17,153 162,234 SH   SOLE   162,234 0 0
Lamar Advertising Co COM 512816109 40,135 596,894 SH   SOLE   596,894 0 0
Lear Corp COM 521865204 17,149 129,556 SH   SOLE   129,556 0 0
Lending Tree Inc COM 52603b107 5,080 50,125 SH   SOLE   50,125 0 0
Lincoln National Corp COM 534187109 25,944 391,486 SH   SOLE   391,486 0 0
Lindblad Expeditions Holding COM 535219109 1,488 157,450 SH   SOLE   157,450 0 0
Lions Gate Entertainment COM 535919500 237 9,673 SH   SOLE   9,673 0 0
Lkq Corp COM 501889208 301 9,830 SH   SOLE   9,830 0 0
Macquarie Bank Ltd COM 55607p204 2,342 37,132 SH   SOLE   37,132 0 0
Magna International Inc COM 559222401 33,980 782,939 SH   SOLE   782,939 0 0
Manitowoc Foodservice Inc COM 563568104 267 13,817 SH   SOLE   13,817 0 0
Manpower Inc COM 56418h100 18,975 213,511 SH   SOLE   213,511 0 0
MarketAxess Holdings Inc COM 57060d108 14,700 100,056 SH   SOLE   100,056 0 0
Martin Marietta Materials Inc COM 573284106 24,829 112,080 SH   SOLE   112,080 0 0
Masco Corp COM 574599106 13,612 430,476 SH   SOLE   430,476 0 0
Match Group Inc COM 57665r106 14,196 830,191 SH   SOLE   830,191 0 0
Mettler Toledo International COM 592688105 22,061 52,708 SH   SOLE   52,708 0 0
MGP Ingredients Inc. COM 55303j106 365 7,311 SH   SOLE   7,311 0 0
Micron Technology Inc COM 595112103 15,485 706,436 SH   SOLE   706,436 0 0
Microsemi Corp COM 595137100 306 5,665 SH   SOLE   5,665 0 0
Mohawk Inds Inc COM 608190104 5,172 25,902 SH   SOLE   25,902 0 0
Molina Healthcare Inc COM 60855r100 13,050 240,509 SH   SOLE   240,509 0 0
Molson Coors Brewing Co COM 60871r209 239 2,452 SH   SOLE   2,452 0 0
Monotype Imaging Holdings Inc COM 61022p100 2,975 149,875 SH   SOLE   149,875 0 0
Monro Muffler Brake Inc COM 610236101 5,613 98,125 SH   SOLE   98,125 0 0
Monster Beverage Corp COM 61174x109 16,012 361,118 SH   SOLE   361,118 0 0
MTN Group Ltd COM 62474m108 2,465 267,143 SH   SOLE   267,143 0 0
Muenchener Rueckversicherungs- COM 626188106 3,345 176,547 SH   SOLE   176,547 0 0
Nasdaq Inc COM 631103108 296 4,416 SH   SOLE   4,416 0 0
National Retail Properties Inc COM 637417106 18,915 427,930 SH   SOLE   427,930 0 0
Nestle S A COM 641069406 22,480 312,766 SH   SOLE   312,766 0 0
Newell Brands Inc COM 651229106 339 7,590 SH   SOLE   7,590 0 0
Newmont Mining Corp COM 651639106 24,578 721,396 SH   SOLE   721,396 0 0
Nitto Denko Corp COM 654802206 2,427 63,113 SH   SOLE   63,113 0 0
Norfolk Southern Corp COM 655844108 19,616 181,514 SH   SOLE   181,514 0 0
Novartis AG - ADR COM 66987v109 19,375 265,997 SH   SOLE   265,997 0 0
Novo Nordisk A/S - ADR COM 670100205 23,102 644,217 SH   SOLE   644,217 0 0
NuVasive Inc COM 670704105 18,511 274,802 SH   SOLE   274,802 0 0
Nvidia Corp COM 67066g104 69,716 653,140 SH   SOLE   653,140 0 0
Nvr Inc COM 62944t105 5,027 3,012 SH   SOLE   3,012 0 0
NXP Semiconductors NV COM n6596x109 22,062 225,097 SH   SOLE   225,097 0 0
Oceaneering Intl Inc COM 675232102 17,978 637,280 SH   SOLE   637,280 0 0
Old Dominion Fght Lines Inc COM 679580100 8,037 93,679 SH   SOLE   93,679 0 0
Omega Healthcare Investors Inc COM 681936100 13,120 419,703 SH   SOLE   419,703 0 0
Omnicell Inc COM 68213n109 5,299 156,300 SH   SOLE   156,300 0 0
ON Semiconductor Corp COM 682189105 450 35,255 SH   SOLE   35,255 0 0
One Gas Inc COM 68235p108 17,531 274,095 SH   SOLE   274,095 0 0
Orbital ATK Inc COM 68557n103 11,063 126,100 SH   SOLE   126,100 0 0
Orix Corp COM 686330101 2,942 37,802 SH   SOLE   37,802 0 0
Outfront Media Inc COM 69007j106 40,646 1,634,357 SH   SOLE   1,634,357 0 0
Palo Alto Networks Inc COM 697435105 14,677 117,371 SH   SOLE   117,371 0 0
Pandora A/S-UNSP ADR COM 698341104 2,868 87,517 SH   SOLE   87,517 0 0
Panera Bread CO COM 69840w108 16,011 78,066 SH   SOLE   78,066 0 0
Parker Hannifin Corp COM 701094104 8,539 60,994 SH   SOLE   60,994 0 0
Parsley Energy Inc COM 701877102 20,091 570,121 SH   SOLE   570,121 0 0
Patterson Uti Energy Inc COM 703481101 29,322 1,089,222 SH   SOLE   1,089,222 0 0
Pegasystems Inc COM 705573103 3,495 97,075 SH   SOLE   97,075 0 0
Performance Food Group COM 71377a103 3,566 148,575 SH   SOLE   148,575 0 0
Perkinelmer Inc COM 714046109 2,630 50,428 SH   SOLE   50,428 0 0
Philip Morris International In COM 718172109 385 4,207 SH   SOLE   4,207 0 0
Pioneer Natural Resources Co COM 723787107 4,901 27,219 SH   SOLE   27,219 0 0
Polaris Industries Inc COM 731068102 12,037 146,092 SH   SOLE   146,092 0 0
PRA Group Inc COM 69354n106 3,327 85,085 SH   SOLE   85,085 0 0
PRA Health Sciences Inc COM 69354m108 3,471 62,975 SH   SOLE   62,975 0 0
Price T Rowe Group Inc COM 74144t108 16,635 221,029 SH   SOLE   221,029 0 0
Pricesmart Inc COM 741511109 610 7,300 SH   SOLE   7,300 0 0
Proto Labs Inc COM 743713109 2,849 55,475 SH   SOLE   55,475 0 0
Prudential Plc COM 74435k204 16,641 418,233 SH   SOLE   418,233 0 0
Pulte Group Inc COM 745867101 8,188 445,509 SH   SOLE   445,509 0 0
PVH Corp COM 693656100 6,433 71,290 SH   SOLE   71,290 0 0
Qiagen N V COM n72482107 295 10,523 SH   SOLE   10,523 0 0
QTS Realty Trust Inc COM 74736a103 1,728 34,800 SH   SOLE   34,800 0 0
Radiant Logistics Inc COM 75025x100 1,014 259,900 SH   SOLE   259,900 0 0
Range Res Corp COM 75281a109 12,794 372,363 SH   SOLE   372,363 0 0
Reckitt Benckiser Group PLC COM 756255204 2,404 141,284 SH   SOLE   141,284 0 0
Robert Half International Inc COM 770323103 19,663 403,095 SH   SOLE   403,095 0 0
Roche Holding Ltd - ADR COM 771195104 2,603 90,982 SH   SOLE   90,982 0 0
Royal Caribbean Cruises Ltd COM v7780t103 26,197 319,321 SH   SOLE   319,321 0 0
Royal Dutch Shell Plc COM 780259107 22,078 380,844 SH   SOLE   380,844 0 0
RPC Inc COM 749660106 22,537 1,137,679 SH   SOLE   1,137,679 0 0
Ryanair Holdings plc COM 783513203 24,312 291,998 SH   SOLE   291,998 0 0
S&P Global Inc. COM 78409v104 13,325 123,912 SH   SOLE   123,912 0 0
Sandvik AB COM 800212201 2,215 178,582 SH   SOLE   178,582 0 0
Sanofi-Aventis - ADR COM 80105n105 522 12,900 SH   SOLE   12,900 0 0
SAP SE COM 803054204 20,602 238,364 SH   SOLE   238,364 0 0
Schlumberger Ltd COM 806857108 11,611 138,303 SH   SOLE   138,303 0 0
Science Applications Inte COM 808625107 19,572 230,807 SH   SOLE   230,807 0 0
Semtech Corp COM 816850101 4,365 138,350 SH   SOLE   138,350 0 0
Senior Housing Properties Trus COM 81721m109 31,951 1,687,835 SH   SOLE   1,687,835 0 0
Siemens AG - ADR COM 826197501 2,997 24,325 SH   SOLE   24,325 0 0
Silver Wheaton Corp COM 828336107 2,652 137,274 SH   SOLE   137,274 0 0
Singapore Telecommunications L COM 82929r304 5,138 203,374 SH   SOLE   203,374 0 0
Six Flags Entertainment Corp COM 83001a102 314 5,240 SH   SOLE   5,240 0 0
Skechers U S A Inc COM 830566105 14,679 597,185 SH   SOLE   597,185 0 0
Skf AB COM 784375404 22,763 1,233,874 SH   SOLE   1,233,874 0 0
Skyworks Solutions Inc COM 83088m102 12,854 172,172 SH   SOLE   172,172 0 0
Southwest Airlines Co COM 844741108 40,082 804,214 SH   SOLE   804,214 0 0
Spirit Airlines Inc. COM 848577102 20,705 357,846 SH   SOLE   357,846 0 0
Steel Dynamics Inc COM 858119100 13,112 368,509 SH   SOLE   368,509 0 0
Stratasys Ltd Ord COM m85548101 1,153 69,720 SH   SOLE   69,720 0 0
Supernus Pharmaceuticals Inc COM 868459108 4,366 172,900 SH   SOLE   172,900 0 0
Svenska Cellulosa Aktiebolag COM 869587402 2,602 91,860 SH   SOLE   91,860 0 0
Sysmex Corp COM 87184p109 2,288 78,845 SH   SOLE   78,845 0 0
Taiwan Semiconductor Manufactu COM 874039100 5,497 191,192 SH   SOLE   191,192 0 0
Take-Two Interactive Software COM 874054109 12,466 252,912 SH   SOLE   252,912 0 0
TE Connectivity Ltd. COM h84989104 200 2,891 SH   SOLE   2,891 0 0
Team Health Holdings Inc COM 87817a107 3,413 78,550 SH   SOLE   78,550 0 0
Teledyne Technologies Inc COM 879360105 4,640 37,725 SH   SOLE   37,725 0 0
Tenneco Inc COM 880349105 14,618 233,993 SH   SOLE   233,993 0 0
Texas Roadhouse Inc Common Sto COM 882681109 15,699 325,438 SH   SOLE   325,438 0 0
Textron Inc COM 883203101 23,718 488,423 SH   SOLE   488,423 0 0
Thor Industries Inc COM 885160101 61,983 619,521 SH   SOLE   619,521 0 0
Tokyo Electron Ltd-Unsp COM 889110102 2,477 104,646 SH   SOLE   104,646 0 0
Total S A COM 89151e109 2,667 52,325 SH   SOLE   52,325 0 0
Toyota Motor Corp - ADR COM 892331307 251 2,140 SH   SOLE   2,140 0 0
Trimble Inc COM 896239100 221 7,340 SH   SOLE   7,340 0 0
Triumph Group Inc New COM 896818101 818 30,875 SH   SOLE   30,875 0 0
Tyson Foods Inc COM 902494103 13,467 218,333 SH   SOLE   218,333 0 0
U S Physical Therapy Inc COM 90337l108 5,208 74,195 SH   SOLE   74,195 0 0
Ulta Salon Cosmetics & Fragran COM 90384s303 5,351 20,991 SH   SOLE   20,991 0 0
Unilever Plc COM 904767704 238 5,858 SH   SOLE   5,858 0 0
United Rentals Inc COM 911363109 25,310 239,727 SH   SOLE   239,727 0 0
Universal Health Services Inc COM 913903100 4,309 40,505 SH   SOLE   40,505 0 0
UNUM GROUP COM 91529y106 19,596 446,084 SH   SOLE   446,084 0 0
US Silica Holdings Inc COM 90346e103 29,717 524,298 SH   SOLE   524,298 0 0
Vail Resorts Inc COM 91879q109 18,741 116,177 SH   SOLE   116,177 0 0
Vascular Solutions Inc COM 92231m109 2,028 36,150 SH   SOLE   36,150 0 0
Veeco Instruments Inc COM 922417100 4,107 140,900 SH   SOLE   140,900 0 0
Verizon Communications Inc COM 92343v104 204 3,828 SH   SOLE   3,828 0 0
Virtusa Corp COM 92827p102 1,750 69,650 SH   SOLE   69,650 0 0
Volkswagen ag COM 928662303 3,361 116,513 SH   SOLE   116,513 0 0
Vulcan Materials Co COM 929160109 17,036 136,121 SH   SOLE   136,121 0 0
Wabtec Corp COM 929740108 328 3,955 SH   SOLE   3,955 0 0
WageWorks Inc COM 930427109 2,802 38,650 SH   SOLE   38,650 0 0
Wal-Mart de Mexico SAB de CV - COM 93114w107 18,965 1,053,127 SH   SOLE   1,053,127 0 0
WCI Communities Inc COM 92923c807 983 41,900 SH   SOLE   41,900 0 0
Western Digital Corp COM 958102105 20,227 297,681 SH   SOLE   297,681 0 0
Westlake Chemical Corp COM 960413102 20,813 371,735 SH   SOLE   371,735 0 0
White Mountains Insurance Grou COM g9618e107 26,514 31,713 SH   SOLE   31,713 0 0
Woodside Petroleum Ltd COM 980228308 2,232 98,904 SH   SOLE   98,904 0 0
WPP Plc COM 92937a102 2,535 22,908 SH   SOLE   22,908 0 0
Xilinx Inc COM 983919101 17,485 289,626 SH   SOLE   289,626 0 0
XL Group Ltd COM g98294104 21,588 579,397 SH   SOLE   579,397 0 0
Xylem Inc COM 98419m100 26,070 526,450 SH   SOLE   526,450 0 0
Bancolombia S A $1.526 PFD PFD 05968l102 28,226 769,524 SH   SOLE   769,524 0 0
Henkel AG & Co KGaA (PFD) ADR PFD 42550u208 21,997 184,153 SH   SOLE   184,153 0 0