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 H ADR 000304105 2,821 15,822 SH   SOLE   15,822 0 0
ABB LIMITED ADR 000375204 3,546 132,223 SH   SOLE   132,223 0 0
ADECCO GROUP AG ADR 006754204 3,744 97,876 SH   SOLE   97,876 0 0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. ADR 05946K101 3,101 364,843 SH   SOLE   364,843 0 0
BANCOLOMBIA S.A. ADR 05968L102 28,961 730,236 SH   SOLE   730,236 0 0
BASF SE ADR 055262505 3,714 134,869 SH   SOLE   134,869 0 0
BHP BILLITON LIMITED ADR 088606108 23,035 500,861 SH   SOLE   500,861 0 0
CONTINENTAL AG ADR 210771200 4,164 77,040 SH   SOLE   77,040 0 0
DIAGEO PLC ADR 25243Q205 22,946 157,130 SH   SOLE   157,130 0 0
DNB ASA ADR 23328E106 3,019 162,335 SH   SOLE   162,335 0 0
ESSITY AKTIEBOLAG PUBL ADR 29729L102 2,545 89,446 SH   SOLE   89,446 0 0
FANUC CORPORATION ADR 307305102 2,512 104,570 SH   SOLE   104,570 0 0
FRESENIUS SE & CO. KGAA ADR 35804M105 2,594 132,778 SH   SOLE   132,778 0 0
GIVAUDAN SA ADR 37636P108 3,149 68,126 SH   SOLE   68,126 0 0
HENKEL AG & CO. KGAA ADR 42550U208 20,273 152,995 SH   SOLE   152,995 0 0
KUBOTA CORP ADR 501173207 3,443 35,111 SH   SOLE   35,111 0 0
L'OREAL S.A. ADR 502117203 2,717 61,158 SH   SOLE   61,158 0 0
MACQUARIE GROUP LIMITED ADR 55607P204 3,329 42,717 SH   SOLE   42,717 0 0
MUNICH REINSURANCE ADR 626188106 3,292 151,685 SH   SOLE   151,685 0 0
NOVARTIS AG ADR 66987V109 16,237 193,390 SH   SOLE   193,390 0 0
NOVO-NORDISK AS ADR 670100205 23,890 445,121 SH   SOLE   445,121 0 0
ORIX CORPORATION ADR 686330101 3,806 44,893 SH   SOLE   44,893 0 0
PANDORA A/S ADR 698341203 3,296 121,013 SH   SOLE   121,013 0 0
PRUDENTIAL PLC ADR 74435K204 28,129 553,945 SH   SOLE   553,945 0 0
ROCHE HOLDINGS AG ADR 771195104 3,164 100,070 SH   SOLE   100,070 0 0
RYANAIR HOLDINGS PLC ADR 783513203 22,759 218,436 SH   SOLE   218,436 0 0
SAP SE ADR 803054204 18,565 165,226 SH   SOLE   165,226 0 0
SIEMENS AG ADR 826197501 3,617 51,869 SH   SOLE   51,869 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO. ADR 874039100 7,031 177,319 SH   SOLE   177,319 0 0
TOTAL S.A. ADR 89151E109 3,436 62,164 SH   SOLE   62,164 0 0
UNILEVER PLC ADR 904767704 256 4,624 SH   SOLE   4,624 0 0
WOODSIDE PETROLEUM LTD. ADR 980228308 2,950 114,013 SH   SOLE   114,013 0 0
WPP PLC ADR 92937A102 2,857 31,549 SH   SOLE   31,549 0 0
ABIOMED INC COM 003654100 86,594 462,058 SH   SOLE   462,058 0 0
ACORDA THERAPEUTIC COM 00484M106 987 46,025 SH   SOLE   46,025 0 0
ACXIOM CORPORATION COM 005125109 1,317 47,775 SH   SOLE   47,775 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 23,666 758,529 SH   SOLE   758,529 0 0
AFFILIATED MANAGERS GROUP, INC. COM 008252108 10,857 52,895 SH   SOLE   52,895 0 0
AFLAC INCORPORATED COM 001055102 25,024 285,073 SH   SOLE   285,073 0 0
AGCO CORPORATION COM 001084102 14,614 204,593 SH   SOLE   204,593 0 0
AIR LIQUIDE S.A.(L') COM 009126202 3,206 127,086 SH   SOLE   127,086 0 0
ALASKA AIR GROUP, INC. COM 011659109 16,139 219,545 SH   SOLE   219,545 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 3,788 61,650 SH   SOLE   61,650 0 0
ALBEMARLE CORP COM 012653101 26,489 207,126 SH   SOLE   207,126 0 0
ALIGN TECHNOLOGY I COM 016255101 14,044 63,205 SH   SOLE   63,205 0 0
ALLIANZ SOCIETAS EUROPAEA-SE COM 018805101 25,398 1,104,502 SH   SOLE   1,104,502 0 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 15,483 359,474 SH   SOLE   359,474 0 0
ALMOST FAMILY INC COM 020409108 3,444 62,225 SH   SOLE   62,225 0 0
AMBARELLA INC COM G037AX101 4,021 68,450 SH   SOLE   68,450 0 0
AMERCO COM 023586100 12,242 32,394 SH   SOLE   32,394 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 22,808 1,213,205 SH   SOLE   1,213,205 0 0
AMERICAN WATER WOR COM 02553E106 20,302 221,909 SH   SOLE   221,909 0 0
AMN HEALTHCARE SVS COM 001744101 5,083 103,200 SH   SOLE   103,200 0 0
ANALOG DEVICES INC. COM 032654105 13,134 147,519 SH   SOLE   147,519 0 0
ANDEAVOR COM 03349M105 13,472 117,822 SH   SOLE   117,822 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105 13,230 145,758 SH   SOLE   145,758 0 0
ARISTA NETWORKS INC COM 040413106 45,026 191,128 SH   SOLE   191,128 0 0
ASPEN TECHNOLOGY, INC. COM 045327103 6,246 94,358 SH   SOLE   94,358 0 0
ASTELLAS PHARMA INC. COM 04623U102 3,607 282,734 SH   SOLE   282,734 0 0
ASTRONICS CORP COM 046433108 4,033 97,250 SH   SOLE   97,250 0 0
ATMOS ENERGY CORPORATION COM 049560105 56,633 659,363 SH   SOLE   659,363 0 0
AXA COM 054536107 3,756 126,468 SH   SOLE   126,468 0 0
AXIS CAPITAL HOLDINGS LIMITED COM G0692U109 4,108 81,736 SH   SOLE   81,736 0 0
BALCHEM CORP COM 057665200 4,407 54,678 SH   SOLE   54,678 0 0
BARRACUDA NETWORKS INC COM 068323104 2,009 73,050 SH   SOLE   73,050 0 0
BIG LOTS INC COM 089302103 13,263 236,206 SH   SOLE   236,206 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 10,279 115,279 SH   SOLE   115,279 0 0
BIOTELEMETRY INC COM 090672106 4,411 147,525 SH   SOLE   147,525 0 0
BLOCK(H&R)INC COM 093671105 20,937 798,494 SH   SOLE   798,494 0 0
BNP PARIBAS COM 05565A202 3,317 88,738 SH   SOLE   88,738 0 0
BOFI HLDG INC COM 05566U108 3,631 121,450 SH   SOLE   121,450 0 0
BRIT AMER TOBACCO COM 110448107 3,068 45,800 SH   SOLE   45,800 0 0
BRUKER CORPORATION COM 116794108 6,044 176,100 SH   SOLE   176,100 0 0
BRUNSWICK CORPORATION COM 117043109 15,132 274,028 SH   SOLE   274,028 0 0
BWX TECHNOLOGIES INC COM 05605H100 25,191 416,441 SH   SOLE   416,441 0 0
CAMBREX CORP COM 132011107 4,037 84,100 SH   SOLE   84,100 0 0
CAMPING WORLD HOLDINGS INC COM 13462K109 3,260 72,887 SH   SOLE   72,887 0 0
CARBONITE INC COM 141337105 4,457 177,575 SH   SOLE   177,575 0 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,792 35,146 SH   SOLE   35,146 0 0
CASEYS GEN STORES COM 147528103 15,335 136,994 SH   SOLE   136,994 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 16,302 130,843 SH   SOLE   130,843 0 0
CELANESE CORPORATION COM 150870103 19,175 179,076 SH   SOLE   179,076 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 27,492 646,254 SH   SOLE   646,254 0 0
CHART INDUSTRIES INC COM 16115Q308 2,301 49,100 SH   SOLE   49,100 0 0
CHEESECAKE FACTORY COM 163072101 3,134 65,050 SH   SOLE   65,050 0 0
CHIPOTLE MEXICAN G COM 169656105 12,023 41,599 SH   SOLE   41,599 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 50,784 1,209,722 SH   SOLE   1,209,722 0 0
CMS ENERGY CORPORATION COM 125896100 33,473 707,679 SH   SOLE   707,679 0 0
CNO FINANCIAL GROUP, INC. COM 12621E103 5,397 218,600 SH   SOLE   218,600 0 0
COCA-COLA HBC AG COM 191223205 2,983 91,174 SH   SOLE   91,174 0 0
COGNEX CORP COM 192422103 6,385 104,393 SH   SOLE   104,393 0 0
COHEN & STEERS INC COM 19247A100 5,341 112,951 SH   SOLE   112,951 0 0
COHERENT INC COM 192479103 19,405 68,759 SH   SOLE   68,759 0 0
COMERICA INCORPORATED COM 200340107 38,341 441,661 SH   SOLE   441,661 0 0
COMPASS GROUP PLC COM 20449X401 3,052 141,021 SH   SOLE   141,021 0 0
CONAGRA BRANDS INC COM 205887102 9,672 256,750 SH   SOLE   256,750 0 0
CRACKER BARREL OLD COM 22410J106 21,815 137,299 SH   SOLE   137,299 0 0
CREDICORP COM G2519Y108 26,419 127,363 SH   SOLE   127,363 0 0
CSL COM 12637N204 3,165 57,273 SH   SOLE   57,273 0 0
CUTERA INC COM 232109108 2,724 60,077 SH   SOLE   60,077 0 0
D.R. HORTON, INC. COM 23331A109 17,573 344,097 SH   SOLE   344,097 0 0
DARDEN RESTAURANTS, INC. COM 237194105 20,844 217,078 SH   SOLE   217,078 0 0
DASSAULT SYSTEMES COM 237545108 1,950 18,329 SH   SOLE   18,329 0 0
DESCARTES SYS GROUP INC COM 249906108 3,458 121,775 SH   SOLE   121,775 0 0
DEVON ENERGY CORPORATION COM 25179M103 36,137 872,885 SH   SOLE   872,885 0 0
DISH NETWORK CORPORATION COM 25470M109 11,836 247,877 SH   SOLE   247,877 0 0
DOLLAR GENERAL CORPORATION COM 256677105 14,087 151,454 SH   SOLE   151,454 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 101,340 1,067,857 SH   SOLE   1,067,857 0 0
DYCOM INDUSTRIES INC. COM 267475101 31,569 283,306 SH   SOLE   283,306 0 0
EBAY INC. COM 278642103 10,380 275,046 SH   SOLE   275,046 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 21,338 189,320 SH   SOLE   189,320 0 0
ELECTRONICS FOR IMAGING COM 285512109 2,619 88,700 SH   SOLE   88,700 0 0
ELLIE MAE INC COM 28849P100 10,326 115,502 SH   SOLE   115,502 0 0
ENBRIDGE INC COM 29250N105 17,196 439,679 SH   SOLE   439,679 0 0
ENERGEN CORPORATION COM 29265N108 6,099 105,943 SH   SOLE   105,943 0 0
ENTEGRIS INC COM 29362U104 3,367 110,575 SH   SOLE   110,575 0 0
ENVESTNET INC COM 29404K106 4,489 90,050 SH   SOLE   90,050 0 0
EPLUS INC COM 294268107 6,198 82,425 SH   SOLE   82,425 0 0
EXELIXIS, INC. COM 30161Q104 17,758 584,159 SH   SOLE   584,159 0 0
EXPEDIA INC. COM 30212P303 15,103 126,104 SH   SOLE   126,104 0 0
FINANCIAL ENGINES COM 317485100 2,988 98,625 SH   SOLE   98,625 0 0
FISERV INC. COM 337738108 14,706 112,150 SH   SOLE   112,150 0 0
GARMIN LTD COM H2906T109 18,582 311,928 SH   SOLE   311,928 0 0
GENOMIC HEALTH INC COM 37244C101 2,512 73,450 SH   SOLE   73,450 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 868 66,910 SH   SOLE   66,910 0 0
G-III APPAREL GP COM 36237H101 2,713 73,550 SH   SOLE   73,550 0 0
GPO FIN BANORTE COM 40052P107 3,680 133,435 SH   SOLE   133,435 0 0
GULFPORT ENERGY CORPORATION COM 402635304 1,310 102,700 SH   SOLE   102,700 0 0
HARRIS CORPORATION COM 413875105 35,085 247,687 SH   SOLE   247,687 0 0
HEALTHCARE SERVICE COM 421906108 3,797 72,025 SH   SOLE   72,025 0 0
HEALTHEQUITY INC COM 421906108 4,015 86,050 SH   SOLE   86,050 0 0
HENRY JACK & ASSOC COM 426281101 24,444 208,991 SH   SOLE   208,991 0 0
HEXCEL CORPORATION COM 428291108 21,060 340,501 SH   SOLE   340,501 0 0
HILLTOP HOLDINGS INC COM 432748101 3,279 129,450 SH   SOLE   129,450 0 0
HILTON GRAND VACATIONS INC COM 43283X105 23,308 555,609 SH   SOLE   555,609 0 0
HMS HOLDINGS CORP COM 40425J101 2,579 152,150 SH   SOLE   152,150 0 0
HORMEL FOODS CORP COM 440452100 15,313 420,790 SH   SOLE   420,790 0 0
HUMANA INC. COM 444859102 13,416 54,080 SH   SOLE   54,080 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 21,474 91,109 SH   SOLE   91,109 0 0
IAC INTERACTIVECORP COM 44919P508 14,419 117,915 SH   SOLE   117,915 0 0
ICU MEDICAL INC COM 44930G107 8,634 39,970 SH   SOLE   39,970 0 0
II-VI INCORPORATED COM 902104108 8,215 174,975 SH   SOLE   174,975 0 0
ILLUMINA INC COM 452327109 13,425 61,446 SH   SOLE   61,446 0 0
IMPAX LABORATORIES INC. COM 45256B101 1,656 99,450 SH   SOLE   99,450 0 0
IMPERIAL OIL LTD COM 453038408 2,602 83,433 SH   SOLE   83,433 0 0
IMPINJ INC COM 453204109 1,814 80,500 SH   SOLE   80,500 0 0
INCYTE CORPORATION. COM 45337C102 4,443 46,916 SH   SOLE   46,916 0 0
INNERWORKINGS INC COM 45773Y105 2,437 243,004 SH   SOLE   243,004 0 0
INPHI CORP COM 45772F107 2,297 62,750 SH   SOLE   62,750 0 0
INSPERITY INC COM 45778Q107 4,333 75,550 SH   SOLE   75,550 0 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 5,455 71,825 SH   SOLE   71,825 0 0
IONIS PHARMACEUTICALS, INC. COM 462222100 4,309 85,665 SH   SOLE   85,665 0 0
IPG PHOTONICS CORP COM 44980X109 28,618 133,650 SH   SOLE   133,650 0 0
IROBOT CORP COM 462726100 4,892 63,775 SH   SOLE   63,775 0 0
J2 GLOBAL, INC. COM 48123V102 5,753 76,675 SH   SOLE   76,675 0 0
JGC CORP COM 466140100 3,349 86,574 SH   SOLE   86,574 0 0
KAO CORP COM 485537302 274 4,048 SH   SOLE   4,048 0 0
KEYCORP COM 493267108 29,004 1,437,954 SH   SOLE   1,437,954 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 33,233 798,862 SH   SOLE   798,862 0 0
KLA-TENCOR CORP COM 482480100 15,361 146,196 SH   SOLE   146,196 0 0
KOMATSU LTD COM 500458401 3,072 84,869 SH   SOLE   84,869 0 0
LAM RESEARCH CORPORATION COM 512807108 6,723 36,525 SH   SOLE   36,525 0 0
LEAR CORPORATION COM 521865204 16,526 93,547 SH   SOLE   93,547 0 0
LENDINGTREE INC COM 52603B107 43,301 127,189 SH   SOLE   127,189 0 0
LGI HOMES INC COM 50187T106 4,042 53,875 SH   SOLE   53,875 0 0
LINCOLN NATIONAL CORPORATION COM 534187109 15,007 195,232 SH   SOLE   195,232 0 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 1,683 171,875 SH   SOLE   171,875 0 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 19,276 452,813 SH   SOLE   452,813 0 0
MANPOWERGROUP INC COM 56418H100 26,138 207,265 SH   SOLE   207,265 0 0
MARATHON PETROLEUM COMPANY COM 56585A102 35,471 537,600 SH   SOLE   537,600 0 0
MARKETAXESS HLDGS COM 57060D108 13,703 67,920 SH   SOLE   67,920 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 18,169 82,200 SH   SOLE   82,200 0 0
MASCO CORPORATION COM 574599106 17,047 387,967 SH   SOLE   387,967 0 0
MATCH GROUP, INC. COM 57665R106 15,999 510,991 SH   SOLE   510,991 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 21,603 34,870 SH   SOLE   34,870 0 0
MICRON TECHNOLOGY INC. COM 595112103 15,352 373,352 SH   SOLE   373,352 0 0
MOHAWK INDUSTRIES, INC. COM 608190104 20,280 73,504 SH   SOLE   73,504 0 0
MOLINA HEALTHCARE, INC. COM 60855R100 30,332 395,564 SH   SOLE   395,564 0 0
MONRO INC COM 610236101 5,706 100,200 SH   SOLE   100,200 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 19,009 300,340 SH   SOLE   300,340 0 0
MTN GROUP LTD COM 62474M108 2,465 223,439 SH   SOLE   223,439 0 0
NESTLE SA/AG COM 641069406 19,039 221,397 SH   SOLE   221,397 0 0
NEWFIELD EXPLORATION COMPANY COM 651290108 26,668 845,792 SH   SOLE   845,792 0 0
NEWMONT MINING CORPORATION NEXT COM 651639106 27,736 739,240 SH   SOLE   739,240 0 0
NITTO ELECTRIC INDUSTRIAL CO COM 654802206 2,956 66,523 SH   SOLE   66,523 0 0
NORFOLK SOUTHERN CORPORATION COM 655844108 22,293 153,854 SH   SOLE   153,854 0 0
NUVASIVE INC. COM 670704105 13,240 226,355 SH   SOLE   226,355 0 0
NVR INC COM 62944T105 9,051 2,580 SH   SOLE   2,580 0 0
NXP SEMICONDUCTORS NV COM N6596X109 1,005 8,587 SH   SOLE   8,587 0 0
OCEANEERING INTERNATIONAL, INC COM 675232102 7,737 366,010 SH   SOLE   366,010 0 0
OLD DOMINION FGHT COM 679580100 15,229 115,764 SH   SOLE   115,764 0 0
OMNICELL INC COM 68213N109 7,630 157,325 SH   SOLE   157,325 0 0
ON SEMICONDUCTOR CORP. COM 682189105 14,117 674,148 SH   SOLE   674,148 0 0
ONE GAS, INC. COM 68235P108 20,964 286,160 SH   SOLE   286,160 0 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 19,307 80,267 SH   SOLE   80,267 0 0
OWENS CORNING COM 690742101 23,872 259,643 SH   SOLE   259,643 0 0
PALO ALTO NETWORKS INC COM 697435105 9,401 64,858 SH   SOLE   64,858 0 0
PARKER-HANNIFIN CORPORATION COM 701094104 22,673 113,605 SH   SOLE   113,605 0 0
PATTERSON UTI ENEG COM 703481101 17,513 761,119 SH   SOLE   761,119 0 0
PAYCHEX INC COM 704326107 9,020 132,495 SH   SOLE   132,495 0 0
PEGASYSTEMS INC COM 705573103 4,687 99,400 SH   SOLE   99,400 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 4,797 144,925 SH   SOLE   144,925 0 0
PG&E CORPORATION COM 69331C108 9,792 218,421 SH   SOLE   218,421 0 0
POLARIS INDUSTRIES COM 731068102 16,540 133,401 SH   SOLE   133,401 0 0
POWER INTEGRATIONS COM 739276103 3,735 50,775 SH   SOLE   50,775 0 0
PRA GROUP INC COM 69354N106 2,793 84,135 SH   SOLE   84,135 0 0
PRA HEALTH SCIENCES INC COM 69354M108 6,623 72,725 SH   SOLE   72,725 0 0
PRICE T ROWE GROUP COM 74144T108 12,044 114,781 SH   SOLE   114,781 0 0
PROOFPOINT, INC. COM 743424103 12,392 139,539 SH   SOLE   139,539 0 0
PROTO LABS INC COM 743713109 6,147 59,675 SH   SOLE   59,675 0 0
PULTE GROUP INC COM 745867101 12,900 387,958 SH   SOLE   387,958 0 0
PVH CORPORATION COM 693656100 11,491 83,748 SH   SOLE   83,748 0 0
RADIANT LOGISTICS COM 75025X100 1,338 290,875 SH   SOLE   290,875 0 0
RECKITT BENCK GRP COM 756255204 21,491 362,751 SH   SOLE   362,751 0 0
RED HAT INC COM 756577102 14,426 120,113 SH   SOLE   120,113 0 0
ROBERT HALF INTL COM 770323103 15,382 276,958 SH   SOLE   276,958 0 0
ROCKWELL AUTOMATION, INC. COM 773903109 15,472 78,796 SH   SOLE   78,796 0 0
ROSS STORES INC COM 778296103 25,292 315,162 SH   SOLE   315,162 0 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 22,236 186,420 SH   SOLE   186,420 0 0
ROYAL DUTCH SHELL PLC COM V7780T103 22,404 328,067 SH   SOLE   328,067 0 0
RPC INC COM 749660106 15,407 603,493 SH   SOLE   603,493 0 0
S&P GLOBAL INC COM 78409V104 20,403 120,443 SH   SOLE   120,443 0 0
SANDVIK A/B COM 800212201 22,729 1,296,880 SH   SOLE   1,296,880 0 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 20,662 269,842 SH   SOLE   269,842 0 0
SEMTECH CORPORATION COM 816850101 5,148 150,525 SH   SOLE   150,525 0 0
SERVICENOW INC COM 81762P102 15,046 115,391 SH   SOLE   115,391 0 0
SINGAPORE TELECOMMUNICATIONS COM 82929R304 22,003 6,149,251 SH   SOLE   6,149,251 0 0
SIX FLAGS ENTERTAINMENT CORP. COM 83001A102 17,311 260,042 SH   SOLE   260,042 0 0
SKECHERS USA, INC. COM 830566105 14,478 382,602 SH   SOLE   382,602 0 0
SKF AB COM 784375404 27,198 1,222,249 SH   SOLE   1,222,249 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 14,171 149,242 SH   SOLE   149,242 0 0
SOUTHWEST AIRLINES CO. COM 844741108 14,991 229,041 SH   SOLE   229,041 0 0
SPRINT CORPORATION COM 85207U105 17,617 2,990,950 SH   SOLE   2,990,950 0 0
STEEL DYNAMICS, INC. COM 858119100 25,762 597,320 SH   SOLE   597,320 0 0
SUBARU CO LTD COM 86428V104 3,744 235,408 SH   SOLE   235,408 0 0
SUNTRUST BANKS, INC. COM 867914103 39,682 614,367 SH   SOLE   614,367 0 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 23,705 594,862 SH   SOLE   594,862 0 0
SYSMEX CORP COM 87184P109 20,396 296,510 SH   SOLE   296,510 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC. COM 874054109 7,664 69,809 SH   SOLE   69,809 0 0
TECHNIPFMC PLC COM G87110105 14,151 451,968 SH   SOLE   451,968 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 7,346 40,550 SH   SOLE   40,550 0 0
TELEFLEX INCORPORATED COM 879369106 14,633 58,811 SH   SOLE   58,811 0 0
TENNECO INC. COM 880349105 9,409 160,722 SH   SOLE   160,722 0 0
TEXAS ROADHOUSE COM 882681109 11,757 223,186 SH   SOLE   223,186 0 0
TEXTRON INC. COM 883203101 26,638 470,725 SH   SOLE   470,725 0 0
THE CHEMOURS COMPANY LLC COM 163851108 21,726 434,008 SH   SOLE   434,008 0 0
THE CLOROX COMPANY COM 189054109 15,800 106,225 SH   SOLE   106,225 0 0
THE PROGRESSIVE CORPORATION COM 743315103 16,087 285,639 SH   SOLE   285,639 0 0
THE TIMKEN COMPANY COM 887389104 17,528 356,632 SH   SOLE   356,632 0 0
THOR INDUSTRIES COM 885160101 56,117 372,327 SH   SOLE   372,327 0 0
TOKYO ELECTRON LTD COM 889110102 23,282 186,786 SH   SOLE   186,786 0 0
TYSON FOODS, INC. COM 902494103 26,469 326,491 SH   SOLE   326,491 0 0
ULTA BEAUTY INC COM 90384S303 7,114 31,807 SH   SOLE   31,807 0 0
UMPQUA HOLDINGS CO COM 904214103 33,964 1,632,879 SH   SOLE   1,632,879 0 0
UNITED RENTALS, INC. COM 911363109 24,888 144,774 SH   SOLE   144,774 0 0
UNIVERSAL DISPLAY COM 91347P105 15,035 87,086 SH   SOLE   87,086 0 0
UNIVERSAL HEALTH SERVICES, INC. COM 91347P105 2,336 20,611 SH   SOLE   20,611 0 0
UNUM GROUP COM 91529Y106 25,207 459,224 SH   SOLE   459,224 0 0
US PHYSICAL THERAP COM 90337L108 5,817 80,570 SH   SOLE   80,570 0 0
VAIL RESORTS, INC. COM 91879Q109 13,430 63,208 SH   SOLE   63,208 0 0
VAREX IMAGING CORPORATION COM 92214X106 793 19,750 SH   SOLE   19,750 0 0
VEECO INSTRUMENTS INC. COM 922417100 1,959 131,925 SH   SOLE   131,925 0 0
VEEVA SYSTEMS INC COM 922475108 10,616 192,046 SH   SOLE   192,046 0 0
VIRTUSA CORP COM 92827P102 2,846 64,575 SH   SOLE   64,575 0 0
VOLKSWAGEN AKTIENGESELLSCHAFT COM 928662303 30,971 246,215 SH   SOLE   246,215 0 0
VOYA FINANCIAL INC COM 929089100 47,987 970,014 SH   SOLE   970,014 0 0
VULCAN MATERIALS COMPANY COM 929160109 16,121 125,582 SH   SOLE   125,582 0 0
WAGEWORKS INC COM 930427109 4,191 67,600 SH   SOLE   67,600 0 0
WAL-MART DE MEXICO COM 93114W107 20,720 840,723 SH   SOLE   840,723 0 0
WESTERN DIGITAL CORP. COM 958102105 11,914 149,803 SH   SOLE   149,803 0 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 29,936 281,007 SH   SOLE   281,007 0 0
WHITE MOUNTNS INSU COM G9618E107 12,471 14,650 SH   SOLE   14,650 0 0
WORKDAY INC COM 98138H101 11,534 113,363 SH   SOLE   113,363 0 0
XCEL ENERGY INC COM 98389B100 27,406 569,647 SH   SOLE   569,647 0 0
XILINX INC. COM 983919101 12,896 191,280 SH   SOLE   191,280 0 0
XYLEM, INC. COM 98419M100 22,398 328,413 SH   SOLE   328,413 0 0
CARETRUST REIT INC REIT 14174T107 2,047 122,150 SH   SOLE   122,150 0 0
COUSINS PROPERTIES INCORPORATED REIT 222795106 28,985 3,133,518 SH   SOLE   3,133,518 0 0
EPR PROPERTIES REIT 26884U109 22,924 350,200 SH   SOLE   350,200 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 33,466 1,685,943 SH   SOLE   1,685,943 0 0
LAMAR ADVERTISING COMPANY REIT 512816109 31,835 428,816 SH   SOLE   428,816 0 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 10,349 375,777 SH   SOLE   375,777 0 0
OUTFRONT MEDIA INC REIT 69007J106 26,744 1,152,743 SH   SOLE   1,152,743 0 0
QTS REALTY TRUST INC REIT 74736A103 2,230 41,175 SH   SOLE   41,175 0 0
SENIOR HOUSING PROPERTIES TRUST REIT 81721M109 9,909 517,462 SH   SOLE   517,462 0 0