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 2,632 15,671 SH   SOLE   15,671 0 0
ABB Ltd COM 000375204 3,239 130,865 SH   SOLE   130,865 0 0
Abiomed Inc COM 003654100 93,059 551,949 SH   SOLE   551,949 0 0
Acorda Therapeutics Inc COM 00484m106 1,165 49,275 SH   SOLE   49,275 0 0
Acxiom Corp COM 005125109 1,117 45,325 SH   SOLE   45,325 0 0
Adecco Group AG COM 006754204 3,774 96,870 SH   SOLE   96,870 0 0
Aegion Corporation COM 00770f104 2,118 90,975 SH   SOLE   90,975 0 0
Aerojet Rocketdyne Holdings In COM 007800105 24,869 710,326 SH   SOLE   710,326 0 0
Affiliated Managers Group Inc COM 008252108 10,117 53,295 SH   SOLE   53,295 0 0
AFLAC Inc COM 001055102 24,601 302,259 SH   SOLE   302,259 0 0
AGCO Corporation COM 001084102 15,166 205,587 SH   SOLE   205,587 0 0
Air Liquide-Unsponsored ADR COM 009126202 3,052 114,369 SH   SOLE   114,369 0 0
Albany International Corp COM 012348108 3,385 58,975 SH   SOLE   58,975 0 0
Albemarle Corp COM 012653101 27,610 202,550 SH   SOLE   202,550 0 0
Align Technology Inc COM 016255101 9,923 53,274 SH   SOLE   53,274 0 0
Alkermes Plc COM g01767105 5,691 111,932 SH   SOLE   111,932 0 0
Allianz SE - ADR COM 018805101 27,428 1,221,400 SH   SOLE   1,221,400 0 0
Allison Transmission Holdings COM 01973r101 13,163 350,740 SH   SOLE   350,740 0 0
Almost Family Inc COM 020409108 3,203 59,650 SH   SOLE   59,650 0 0
Ambarella Inc Ord COM g037ax101 3,219 65,675 SH   SOLE   65,675 0 0
Amerco COM 023586100 12,242 32,654 SH   SOLE   32,654 0 0
American Eagle Outfitters Inc COM 02553e106 15,152 1,059,574 SH   SOLE   1,059,574 0 0
American Water Works Co Inc COM 030420103 37,361 461,764 SH   SOLE   461,764 0 0
AMN Healthcare Services Inc COM 001744101 4,523 98,975 SH   SOLE   98,975 0 0
Analog Devices Inc COM 032654105 14,514 168,429 SH   SOLE   168,429 0 0
Andeavor COM 03349m105 11,275 109,305 SH   SOLE   109,305 0 0
Arch Capital Group Ltd COM g0450a105 13,568 137,743 SH   SOLE   137,743 0 0
Arista Networks Inc COM 040413106 32,744 172,691 SH   SOLE   172,691 0 0
Aspen Technology Inc COM 045327103 6,164 98,130 SH   SOLE   98,130 0 0
Astellas Pharma Inc COM 04623u102 3,559 279,876 SH   SOLE   279,876 0 0
Astronics Corp COM 046433108 2,765 92,950 SH   SOLE   92,950 0 0
Athenahealth Inc COM 04685w103 9,782 78,661 SH   SOLE   78,661 0 0
Atmos Energy Corp COM 049560105 52,961 631,693 SH   SOLE   631,693 0 0
AXA Group S A - ADR COM 054536107 3,787 125,183 SH   SOLE   125,183 0 0
Axis Capital Holdings Limited COM g0692u109 6,369 111,127 SH   SOLE   111,127 0 0
B of I Holding Inc COM 05566u108 3,312 116,350 SH   SOLE   116,350 0 0
Balchem Corporation COM 057665200 4,246 52,228 SH   SOLE   52,228 0 0
Banco Bilbao Vizcaya Argentari COM 05946k101 3,221 361,147 SH   SOLE   361,147 0 0
Barracuda Networks Inc COM 068323104 2,642 109,050 SH   SOLE   109,050 0 0
BASF SE COM 055262505 3,553 33,382 SH   SOLE   33,382 0 0
BHP Billiton Ltd COM 088606108 21,541 531,485 SH   SOLE   531,485 0 0
Biomarin Pharmaceutical Inc COM 09061g101 14,096 151,456 SH   SOLE   151,456 0 0
Biotelementry Inc COM 090672106 4,047 122,625 SH   SOLE   122,625 0 0
BNP Paribas SA COM 05565a202 3,544 87,846 SH   SOLE   87,846 0 0
British American Tobacco Plc COM 110448107 2,830 45,314 SH   SOLE   45,314 0 0
BroadSoft Inc COM 11133b409 7,541 149,925 SH   SOLE   149,925 0 0
Bruker Corporation COM 116794108 5,023 168,825 SH   SOLE   168,825 0 0
Brunswick Corp COM 117043109 14,976 267,576 SH   SOLE   267,576 0 0
BWX Technologies Inc COM 05605h100 28,042 500,577 SH   SOLE   500,577 0 0
Cambrex Corp COM 132011107 4,427 80,500 SH   SOLE   80,500 0 0
Camping World Holdings Inc COM 13462k109 2,841 69,737 SH   SOLE   69,737 0 0
CareTrust Reit COM 14174t107 2,227 116,950 SH   SOLE   116,950 0 0
Carpenter Technology Corp COM 144285103 1,620 33,721 SH   SOLE   33,721 0 0
CBOE Holdings Inc COM 12503m108 17,930 166,591 SH   SOLE   166,591 0 0
Celanese Corp COM 150870103 18,568 178,074 SH   SOLE   178,074 0 0
CF Industries Holdings Inc COM 125269100 25,731 731,835 SH   SOLE   731,835 0 0
Chart Industries Inc COM 16115q308 1,842 46,950 SH   SOLE   46,950 0 0
Cheesecake Factory Inc COM 163072101 2,562 60,825 SH   SOLE   60,825 0 0
Chipotle Mexican Grill Inc COM 169656105 13,230 42,979 SH   SOLE   42,979 0 0
Citizens Financial Group COM 174610105 47,076 1,243,099 SH   SOLE   1,243,099 0 0
Clorox Co Del COM 189054109 12,981 98,408 SH   SOLE   98,408 0 0
Cms Energy Corp COM 125896100 7,003 151,187 SH   SOLE   151,187 0 0
CNO Financial Group Inc COM 12621e103 4,888 209,425 SH   SOLE   209,425 0 0
Coca-Cola HBC AG COM 191223205 2,485 74,396 SH   SOLE   74,396 0 0
Cognex Corp COM 192422103 3,923 35,575 SH   SOLE   35,575 0 0
Cohen & Steers Inc COM 19247a100 4,279 108,351 SH   SOLE   108,351 0 0
Coherent Inc COM 192479103 15,266 64,915 SH   SOLE   64,915 0 0
Comerica Inc COM 200340107 35,079 459,988 SH   SOLE   459,988 0 0
Compass Group Plc-Spon ADR COM 20449x401 2,965 139,604 SH   SOLE   139,604 0 0
Conagra Foods Inc COM 205887102 9,427 279,401 SH   SOLE   279,401 0 0
Continental ag COM 210771200 3,872 76,249 SH   SOLE   76,249 0 0
Cooper Cos Inc COM 216648402 8,985 37,894 SH   SOLE   37,894 0 0
Cousins Properties Inc COM 222795106 24,505 2,623,707 SH   SOLE   2,623,707 0 0
Cracker Barrel Old Country Sto COM 22410j106 5,940 39,175 SH   SOLE   39,175 0 0
Credicorp Ltd COM g2519y108 27,687 135,043 SH   SOLE   135,043 0 0
CSL Limited Sponsored ADR COM 12637n204 2,979 56,677 SH   SOLE   56,677 0 0
CSRA Inc COM 12650t104 23,715 734,884 SH   SOLE   734,884 0 0
Cutera Inc COM 232109108 2,321 56,127 SH   SOLE   56,127 0 0
D R Horton Inc COM 23331a109 15,152 379,459 SH   SOLE   379,459 0 0
Danske Bank A/S COM 236363206 208 10,393 SH   SOLE   10,393 0 0
Darden Restaurants Inc COM 237194105 13,378 169,819 SH   SOLE   169,819 0 0
Dassault Sys S A - ADR COM 237545108 1,894 18,720 SH   SOLE   18,720 0 0
Descartes Sys Group Inc COM 249906108 3,192 116,700 SH   SOLE   116,700 0 0
Devon Energy Corp New COM 25179m103 32,652 889,467 SH   SOLE   889,467 0 0
Diageo Plc COM 25243q205 22,048 166,865 SH   SOLE   166,865 0 0
DISH Network Corp COM 25470m109 11,600 213,904 SH   SOLE   213,904 0 0
DNB ASA COM 23328e106 3,240 160,683 SH   SOLE   160,683 0 0
DXC Technology Co COM 23355l106 94,932 1,105,400 SH   SOLE   1,105,400 0 0
Dycom Inds Inc COM 267475101 24,892 289,848 SH   SOLE   289,848 0 0
Ebay Inc COM 278642103 15,279 397,264 SH   SOLE   397,264 0 0
Edwards Lifesciences Corp COM 28176e108 25,125 229,855 SH   SOLE   229,855 0 0
Electronic Arts Inc COM 285512109 5,739 48,608 SH   SOLE   48,608 0 0
Electronics for Imaging Inc COM 286082102 3,534 82,800 SH   SOLE   82,800 0 0
Ellie Mae Inc COM 28849p100 9,516 115,863 SH   SOLE   115,863 0 0
Enbridge Inc COM 29250n105 19,494 465,916 SH   SOLE   465,916 0 0
Energen Corp COM 29265n108 21,713 397,100 SH   SOLE   397,100 0 0
Entegris Inc COM 29362u104 3,016 104,525 SH   SOLE   104,525 0 0
Envestnet Inc COM 29404k106 4,399 86,250 SH   SOLE   86,250 0 0
Eplus Inc COM 294268107 7,287 78,825 SH   SOLE   78,825 0 0
EPR Properties COM 26884u109 25,731 368,961 SH   SOLE   368,961 0 0
Essity AB-Spon Adr COM 29729l102 2,403 88,528 SH   SOLE   88,528 0 0
Exactech Inc COM 30064e109 418 12,700 SH   SOLE   12,700 0 0
Expedia Inc COM 30212p303 15,407 107,041 SH   SOLE   107,041 0 0
Fanuc Corporation - Unsp ADR COM 307305102 2,095 103,494 SH   SOLE   103,494 0 0
Financial Engines Inc COM 317485100 3,201 92,125 SH   SOLE   92,125 0 0
Fiserv Inc COM 337738108 22,356 173,353 SH   SOLE   173,353 0 0
Fresenius SE & Co COM 35804m105 2,434 120,643 SH   SOLE   120,643 0 0
G-iii Apparel Group Ltd COM 36237h101 2,042 70,350 SH   SOLE   70,350 0 0
Gemalto NV COM 36863n208 2,229 99,793 SH   SOLE   99,793 0 0
Genomic Health Inc COM 37244c101 2,344 73,050 SH   SOLE   73,050 0 0
Geospace Technologies Corp COM 37364x109 1,111 62,335 SH   SOLE   62,335 0 0
Givaudan SA COM 37636p108 2,938 67,450 SH   SOLE   67,450 0 0
Grupo Financiero Banorte SAB d COM 40052p107 3,024 87,606 SH   SOLE   87,606 0 0
Gulfport Energy Corp COM 402635304 704 49,100 SH   SOLE   49,100 0 0
Harris Corp Del COM 413875105 27,571 209,379 SH   SOLE   209,379 0 0
Healthcare Services Group Inc COM 421906108 3,466 64,225 SH   SOLE   64,225 0 0
HealthEquity COM 42226a107 4,165 82,350 SH   SOLE   82,350 0 0
Hexcel Corp New COM 428291108 17,354 302,231 SH   SOLE   302,231 0 0
Hilltop Holdings Inc COM 432748101 3,220 123,850 SH   SOLE   123,850 0 0
Hilton Grand Vacations Inc COM 43283x105 21,347 552,614 SH   SOLE   552,614 0 0
HMS Hldgs Corp COM 40425j101 2,894 145,725 SH   SOLE   145,725 0 0
Hologic Inc COM 436440101 19,470 530,665 SH   SOLE   530,665 0 0
Hormel Foods Corp COM 440452100 12,601 392,077 SH   SOLE   392,077 0 0
Host Hotels & Resorts Inc COM 44107p104 27,734 1,499,934 SH   SOLE   1,499,934 0 0
Humana Inc COM 444859102 14,887 61,107 SH   SOLE   61,107 0 0
Huntington Ingalls Inds Inc COM 446413106 25,835 114,094 SH   SOLE   114,094 0 0
Icu Med Inc COM 44930g107 7,926 42,645 SH   SOLE   42,645 0 0
Ii VI Inc COM 902104108 6,904 167,775 SH   SOLE   167,775 0 0
Illumina Inc COM 452327109 14,631 73,448 SH   SOLE   73,448 0 0
Impax Laboratories Inc COM 45256b101 1,934 95,250 SH   SOLE   95,250 0 0
Imperial Oil Ltd COM 453038408 2,635 82,501 SH   SOLE   82,501 0 0
Impinj Inc COM 453204109 1,976 47,500 SH   SOLE   47,500 0 0
Incyte Corp COM 45337c102 10,741 92,011 SH   SOLE   92,011 0 0
Innerworkings Inc COM 45773y105 2,263 201,179 SH   SOLE   201,179 0 0
Inphi Corporation COM 45772f107 1,471 37,050 SH   SOLE   37,050 0 0
Insperity Inc COM 45778q107 3,208 36,450 SH   SOLE   36,450 0 0
Installed Building Products COM 45780r101 4,457 68,775 SH   SOLE   68,775 0 0
InterActiveCorp COM 44919p508 17,959 152,735 SH   SOLE   152,735 0 0
Ionis Pharmaceuticals Inc COM 462222100 7,293 143,842 SH   SOLE   143,842 0 0
IPG Photonics Corp COM 44980x109 36,341 196,376 SH   SOLE   196,376 0 0
iRobot Corporation COM 462726100 4,889 63,450 SH   SOLE   63,450 0 0
J2 Global Inc COM 48123v102 5,421 73,375 SH   SOLE   73,375 0 0
Jack Henry & Assoc Inc COM 426281101 27,491 267,450 SH   SOLE   267,450 0 0
JGC Corp COM 466140100 2,777 85,836 SH   SOLE   85,836 0 0
Kao Corp COM 485537302 238 4,048 SH   SOLE   4,048 0 0
Keycorp New COM 493267108 27,465 1,459,365 SH   SOLE   1,459,365 0 0
Keysight Technologies Inc COM 49338l103 29,588 710,236 SH   SOLE   710,236 0 0
Komatsu Ltd COM 500458401 2,852 100,293 SH   SOLE   100,293 0 0
Kubota Corp COM 501173207 3,158 34,761 SH   SOLE   34,761 0 0
L'Oreal Co SA COM 502117203 2,574 60,523 SH   SOLE   60,523 0 0
Lam Research Corp COM 512807108 28,035 151,506 SH   SOLE   151,506 0 0
Lamar Advertising Co COM 512816109 29,323 427,887 SH   SOLE   427,887 0 0
Lear Corp COM 521865204 16,882 97,539 SH   SOLE   97,539 0 0
Lending Tree Inc COM 52603b107 16,784 68,661 SH   SOLE   68,661 0 0
LGI Homes Inc COM 50187t106 2,359 48,575 SH   SOLE   48,575 0 0
Lincoln National Corp COM 534187109 14,465 196,850 SH   SOLE   196,850 0 0
Lindblad Expeditions Holding COM 535219109 1,735 162,125 SH   SOLE   162,125 0 0
Live Nation Entertainment Inc COM 538034109 24,217 556,076 SH   SOLE   556,076 0 0
Macquarie Bank Ltd COM 55607p204 3,017 42,284 SH   SOLE   42,284 0 0
Manpower Inc COM 56418h100 27,902 236,821 SH   SOLE   236,821 0 0
Marathon Petroleum Corp COM 56585a102 24,857 443,244 SH   SOLE   443,244 0 0
MarketAxess Holdings Inc COM 57060d108 13,282 71,983 SH   SOLE   71,983 0 0
Martin Marietta Materials Inc COM 573284106 20,790 100,810 SH   SOLE   100,810 0 0
Masco Corp COM 574599106 15,335 393,097 SH   SOLE   393,097 0 0
Match Group Inc COM 57665r106 20,028 863,627 SH   SOLE   863,627 0 0
Mettler Toledo International COM 592688105 23,135 36,948 SH   SOLE   36,948 0 0
Micron Technology Inc COM 595112103 18,019 458,152 SH   SOLE   458,152 0 0
Mohawk Inds Inc COM 608190104 18,166 73,393 SH   SOLE   73,393 0 0
Molina Healthcare Inc COM 60855r100 29,638 431,041 SH   SOLE   431,041 0 0
Monro Inc COM 610236101 5,375 95,900 SH   SOLE   95,900 0 0
Monster Beverage Corp COM 61174x109 18,401 333,051 SH   SOLE   333,051 0 0
MTN Group Ltd COM 62474m108 2,017 219,005 SH   SOLE   219,005 0 0
Muenchener Rueckversicherungs- COM 626188106 3,211 150,160 SH   SOLE   150,160 0 0
Nestle S A COM 641069406 19,665 234,622 SH   SOLE   234,622 0 0
Newfield Exploration Company COM 651290108 5,643 190,207 SH   SOLE   190,207 0 0
Newmont Mining Corp COM 651639106 28,687 764,775 SH   SOLE   764,775 0 0
Nitto Denko Corp COM 654802206 2,724 65,358 SH   SOLE   65,358 0 0
Norfolk Southern Corp COM 655844108 24,803 187,562 SH   SOLE   187,562 0 0
Novartis AG - ADR COM 66987v109 17,619 205,225 SH   SOLE   205,225 0 0
Novo Nordisk A/S - ADR COM 670100205 22,743 472,342 SH   SOLE   472,342 0 0
NuVasive Inc COM 670704105 9,234 166,502 SH   SOLE   166,502 0 0
Nvr Inc COM 62944t105 6,929 2,427 SH   SOLE   2,427 0 0
NXP Semiconductors NV COM n6596x109 971 8,587 SH   SOLE   8,587 0 0
Oceaneering Intl Inc COM 675232102 15,253 580,636 SH   SOLE   580,636 0 0
Old Dominion Fght Lines Inc COM 679580100 13,930 126,513 SH   SOLE   126,513 0 0
Omega Healthcare Investors Inc COM 681936100 12,713 398,396 SH   SOLE   398,396 0 0
Omnicell Inc COM 68213n109 7,747 151,750 SH   SOLE   151,750 0 0
ON Semiconductor Corp COM 682189105 15,612 845,287 SH   SOLE   845,287 0 0
One Gas Inc COM 68235p108 21,539 292,486 SH   SOLE   292,486 0 0
Orix Corp COM 686330101 3,595 44,420 SH   SOLE   44,420 0 0
Outfront Media Inc COM 69007j106 26,884 1,067,690 SH   SOLE   1,067,690 0 0
Owens Corning Inc COM 690742101 20,121 260,126 SH   SOLE   260,126 0 0
Palo Alto Networks Inc COM 697435105 8,108 56,267 SH   SOLE   56,267 0 0
Pandora A/S COM 698341203 2,957 119,782 SH   SOLE   119,782 0 0
Parker Hannifin Corp COM 701094104 19,059 108,896 SH   SOLE   108,896 0 0
Parsley Energy Inc COM 701877102 4,549 172,722 SH   SOLE   172,722 0 0
Patterson Uti Energy Inc COM 703481101 7,341 350,550 SH   SOLE   350,550 0 0
Pegasystems Inc COM 705573103 5,488 95,200 SH   SOLE   95,200 0 0
Performance Food Group COM 71377a103 3,924 138,900 SH   SOLE   138,900 0 0
Polaris Industries Inc COM 731068102 14,053 134,308 SH   SOLE   134,308 0 0
PRA Group Inc COM 69354n106 2,307 80,535 SH   SOLE   80,535 0 0
PRA Health Sciences Inc COM 69354m108 5,303 69,625 SH   SOLE   69,625 0 0
Price T Rowe Group Inc COM 74144t108 10,075 111,145 SH   SOLE   111,145 0 0
Proofpoint Inc COM 743424103 12,654 145,077 SH   SOLE   145,077 0 0
Proto Labs Inc COM 743713109 4,579 57,025 SH   SOLE   57,025 0 0
Prudential Plc COM 74435k204 28,126 587,069 SH   SOLE   587,069 0 0
Pulte Group Inc COM 745867101 10,297 376,751 SH   SOLE   376,751 0 0
PVH Corp COM 693656100 11,177 88,662 SH   SOLE   88,662 0 0
Qiagen N V COM n72482123 237 7,513 SH   SOLE   7,513 0 0
QTS Realty Trust Inc COM 74736a103 2,075 39,625 SH   SOLE   39,625 0 0
Radiant Logistics Inc COM 75025x100 1,447 272,525 SH   SOLE   272,525 0 0
Reckitt Benckiser Group PLC COM 756255204 2,787 152,445 SH   SOLE   152,445 0 0
Red Hat Inc COM 756577102 17,145 154,656 SH   SOLE   154,656 0 0
Robert Half International Inc COM 770323103 15,267 303,272 SH   SOLE   303,272 0 0
Roche Holding Ltd - ADR COM 771195104 3,163 99,055 SH   SOLE   99,055 0 0
Rockwell Automation Inc COM 773903109 14,468 81,187 SH   SOLE   81,187 0 0
Ross Stores Inc COM 778296103 18,381 284,667 SH   SOLE   284,667 0 0
Royal Caribbean Cruises Ltd COM v7780t103 26,611 224,486 SH   SOLE   224,486 0 0
Royal Dutch Shell Plc COM 780259107 22,936 366,734 SH   SOLE   366,734 0 0
RPC Inc COM 749660106 14,095 568,573 SH   SOLE   568,573 0 0
Ryanair Holdings plc COM 783513203 23,717 224,975 SH   SOLE   224,975 0 0
S&P Global Inc. COM 78409v104 26,972 172,555 SH   SOLE   172,555 0 0
Sandvik AB COM 800212201 3,207 186,331 SH   SOLE   186,331 0 0
SAP SE COM 803054204 19,312 176,127 SH   SOLE   176,127 0 0
Science Applications Inte COM 808625107 20,446 305,849 SH   SOLE   305,849 0 0
Semtech Corp COM 816850101 5,412 144,125 SH   SOLE   144,125 0 0
Senior Housing Properties Trus COM 81721m109 17,246 882,161 SH   SOLE   882,161 0 0
ServiceNow Inc COM 81762p102 16,398 139,525 SH   SOLE   139,525 0 0
Siemens AG - ADR COM 826197501 3,618 51,353 SH   SOLE   51,353 0 0
Singapore Telecommunications L COM 82929r304 6,237 230,133 SH   SOLE   230,133 0 0
Six Flags Entertainment Corp COM 83001a102 15,284 250,796 SH   SOLE   250,796 0 0
Skechers U S A Inc COM 830566105 15,451 615,835 SH   SOLE   615,835 0 0
Skf AB COM 784375404 29,211 1,343,247 SH   SOLE   1,343,247 0 0
Skyworks Solutions Inc COM 83088m102 24,218 237,668 SH   SOLE   237,668 0 0
Steel Dynamics Inc COM 858119100 20,551 596,192 SH   SOLE   596,192 0 0
Stratasys Ltd Ord COM m85548101 1,684 72,820 SH   SOLE   72,820 0 0
Subaru Corporation COM 86428v104 4,210 233,440 SH   SOLE   233,440 0 0
SunTrust Banks Inc COM 867914103 34,644 579,621 SH   SOLE   579,621 0 0
Supernus Pharmaceuticals Inc COM 868459108 22,636 565,900 SH   SOLE   565,900 0 0
Sysmex Corp COM 87184p109 2,998 94,013 SH   SOLE   94,013 0 0
Taiwan Semiconductor Manufactu COM 874039100 6,620 176,299 SH   SOLE   176,299 0 0
Take-Two Interactive Software COM 874054109 13,113 128,265 SH   SOLE   128,265 0 0
TechnipFMC Plc COM g87110105 11,540 413,333 SH   SOLE   413,333 0 0
Teledyne Technologies Inc COM 879360105 6,240 39,200 SH   SOLE   39,200 0 0
Teleflex Inc COM 879369106 14,156 58,502 SH   SOLE   58,502 0 0
Tenneco Inc COM 880349105 10,402 171,452 SH   SOLE   171,452 0 0
Texas Roadhouse Inc Common Sto COM 882681109 10,349 210,595 SH   SOLE   210,595 0 0
Textron Inc COM 883203101 21,537 399,725 SH   SOLE   399,725 0 0
The Hershey Company COM 427866108 6,729 61,635 SH   SOLE   61,635 0 0
Thor Industries Inc COM 885160101 55,106 437,659 SH   SOLE   437,659 0 0
Timken Co COM 887389104 17,490 360,241 SH   SOLE   360,241 0 0
Tokyo Electron Ltd-Unsp COM 889110102 3,709 96,649 SH   SOLE   96,649 0 0
Total S A COM 89151e109 3,294 61,548 SH   SOLE   61,548 0 0
Tyson Foods Inc COM 902494103 27,230 386,518 SH   SOLE   386,518 0 0
U S Physical Therapy Inc COM 90337l108 4,730 76,970 SH   SOLE   76,970 0 0
Ulta Beauty Inc COM 90384s303 7,215 31,917 SH   SOLE   31,917 0 0
Unilever Plc COM 904767704 372 6,417 SH   SOLE   6,417 0 0
United Rentals Inc COM 911363109 23,180 167,073 SH   SOLE   167,073 0 0
Universal Display Corp COM 91347p105 12,515 97,130 SH   SOLE   97,130 0 0
Universal Health Services Inc COM 913903100 1,968 17,741 SH   SOLE   17,741 0 0
UNUM GROUP COM 91529y106 11,298 220,974 SH   SOLE   220,974 0 0
Vail Resorts Inc COM 91879q109 17,651 77,376 SH   SOLE   77,376 0 0
Veeco Instruments Inc COM 922417100 2,786 130,200 SH   SOLE   130,200 0 0
Veeva Systems Inc COM 922475108 11,874 210,493 SH   SOLE   210,493 0 0
Virtusa Corp COM 92827p102 2,335 61,800 SH   SOLE   61,800 0 0
Volkswagen ag COM 928662303 4,290 126,654 SH   SOLE   126,654 0 0
Voya Financial Inc COM 929089100 30,920 775,140 SH   SOLE   775,140 0 0
Vulcan Materials Co COM 929160109 17,593 147,095 SH   SOLE   147,095 0 0
WageWorks Inc COM 930427109 2,765 45,550 SH   SOLE   45,550 0 0
Wal-Mart de Mexico SAB de CV - COM 93114w107 20,510 893,154 SH   SOLE   893,154 0 0
Western Digital Corp COM 958102105 15,980 184,959 SH   SOLE   184,959 0 0
Westlake Chemical Corp COM 960413102 27,789 334,446 SH   SOLE   334,446 0 0
Wheaton Precious Metals Corp COM 962879102 4,937 258,626 SH   SOLE   258,626 0 0
White Mountains Insurance Grou COM g9618e107 13,984 16,317 SH   SOLE   16,317 0 0
Woodside Petroleum Ltd COM 980228308 2,577 112,860 SH   SOLE   112,860 0 0
Workday Inc COM 98138h101 13,694 129,938 SH   SOLE   129,938 0 0
WPP Plc COM 92937a102 2,902 31,275 SH   SOLE   31,275 0 0
Xcel Energy Inc COM 98389b100 45,416 959,758 SH   SOLE   959,758 0 0
Xilinx Inc COM 983919101 14,020 197,943 SH   SOLE   197,943 0 0
Xylem Inc COM 98419m100 26,603 424,762 SH   SOLE   424,762 0 0
Bancolombia S A $1.185 PFD PFD 05968l102 27,206 594,141 SH   SOLE   594,141 0 0
Henkel AG & Co KGaA (PFD) ADR PFD 42550u208 22,082 162,213 SH   SOLE   162,213 0 0