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 2,868 203,639 SH   SOLE   203,639 0 0
ABB LIMITED ADR 000375204 2,839 130,424 SH   SOLE   130,424 0 0
ABIOMED INC COM 003654100 139,423 340,847 SH   SOLE   340,847 0 0
ACXIOM CORPORATION COM 005125109 1,502 50,153 SH   SOLE   50,153 0 0
ADECCO GROUP AG ADR 006754204 2,794 94,411 SH   SOLE   94,411 0 0
ADVANCED MICRO DEVICES, INC. COM 007903107 16,515 1,101,714 SH   SOLE   1,101,714 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 13,931 472,399 SH   SOLE   472,399 0 0
AFFILIATED MANAGERS GROUP, INC. COM 008252108 14,406 96,899 SH   SOLE   96,899 0 0
AFLAC INCORPORATED COM 001055102 22,607 525,506 SH   SOLE   525,506 0 0
AGCO CORPORATION COM 001084102 16,263 267,829 SH   SOLE   267,829 0 0
AIR LIQUIDE S.A.(L') ADR 009126202 2,947 117,182 SH   SOLE   117,182 0 0
ALASKA AIR GROUP, INC. COM 011659109 26,892 445,309 SH   SOLE   445,309 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 4,294 71,394 SH   SOLE   71,394 0 0
ALBEMARLE CORP COM 012653101 12,547 133,009 SH   SOLE   133,009 0 0
ALIGN TECHNOLOGY I COM 016255101 42,475 124,146 SH   SOLE   124,146 0 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 23,772 1,150,196 SH   SOLE   1,150,196 0 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 24,123 595,785 SH   SOLE   595,785 0 0
AMBARELLA INC COM G037AX101 2,814 72,889 SH   SOLE   72,889 0 0
AMERCO COM 023586100 15,767 44,270 SH   SOLE   44,270 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 22,154 952,854 SH   SOLE   952,854 0 0
AMERICAN WATER WOR COM 030420103 40,643 476,025 SH   SOLE   476,025 0 0
AMERIPRISE FINANCIAL, INC. COM 03076C106 10,365 74,102 SH   SOLE   74,102 0 0
AMN HEALTHCARE SVS COM 001744101 6,466 110,345 SH   SOLE   110,345 0 0
AMNEAL PHARMACEUTICALS INC COM 03168L105 1,752 106,764 SH   SOLE   106,764 0 0
ANALOG DEVICES INC. COM 032654105 5,671 59,121 SH   SOLE   59,121 0 0
ANDEAVOR COM 03349M105 46,699 355,995 SH   SOLE   355,995 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105 11,753 444,183 SH   SOLE   444,183 0 0
ARISTA NETWORKS INC COM 040413106 64,471 250,384 SH   SOLE   250,384 0 0
ASPEN TECHNOLOGY, INC. COM 045327103 22,638 244,107 SH   SOLE   244,107 0 0
ASTELLAS PHARMA INC. ADR 04623U102 3,674 240,903 SH   SOLE   240,903 0 0
ASTRONICS CORP COM 046433108 4,062 112,941 SH   SOLE   112,941 0 0
ATMOS ENERGY CORPORATION COM 049560105 73,288 813,049 SH   SOLE   813,049 0 0
AXA ADR 054536107 3,589 146,279 SH   SOLE   146,279 0 0
BALCHEM CORP COM 057665200 5,753 58,624 SH   SOLE   58,624 0 0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. ADR 05946K101 3,694 527,648 SH   SOLE   527,648 0 0
BANCOLOMBIA S.A. ADR 05968L102 22,519 471,296 SH   SOLE   471,296 0 0
BASF SE ADR 055262505 3,560 148,898 SH   SOLE   148,898 0 0
BEST BUY INC COM 086516101 23,829 319,504 SH   SOLE   319,504 0 0
BHP BILLITON LIMITED ADR 088606108 13,413 268,207 SH   SOLE   268,207 0 0
BIG LOTS INC COM 089302103 4,119 98,597 SH   SOLE   98,597 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 20,168 214,099 SH   SOLE   214,099 0 0
BIOTELEMETRY INC COM 090672106 7,109 157,970 SH   SOLE   157,970 0 0
BLOCK(H&R)INC COM 093671105 32,233 1,414,965 SH   SOLE   1,414,965 0 0
BNP PARIBAS ADR 05565A202 3,535 113,854 SH   SOLE   113,854 0 0
BOFI HLDG INC COM 05566U108 5,309 129,776 SH   SOLE   129,776 0 0
BRIT AMER TOBACCO ADR 110448107 2,698 53,482 SH   SOLE   53,482 0 0
BRUKER CORPORATION COM 116794108 5,483 188,816 SH   SOLE   188,816 0 0
BWX TECHNOLOGIES INC COM 05605H100 31,601 507,077 SH   SOLE   507,077 0 0
CAMBREX CORP COM 132011107 4,710 90,064 SH   SOLE   90,064 0 0
CAMPING WORLD HOLDINGS INC COM 13462K109 2,066 82,690 SH   SOLE   82,690 0 0
CARBONITE INC COM 141337105 6,685 191,546 SH   SOLE   191,546 0 0
CARETRUST REIT INC REIT 14174T107 2,306 138,164 SH   SOLE   138,164 0 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,979 37,654 SH   SOLE   37,654 0 0
CASEYS GEN STORES COM 147528103 26,263 249,933 SH   SOLE   249,933 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 13,410 128,860 SH   SOLE   128,860 0 0
CELANESE CORPORATION COM 150870103 18,883 170,025 SH   SOLE   170,025 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 29,879 672,959 SH   SOLE   672,959 0 0
CHART INDUSTRIES INC COM 16115Q308 3,251 52,707 SH   SOLE   52,707 0 0
CHEESECAKE FACTORY COM 163072101 3,848 69,883 SH   SOLE   69,883 0 0
CHIPOTLE MEXICAN G COM 169656105 18,578 43,067 SH   SOLE   43,067 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 7,885 202,704 SH   SOLE   202,704 0 0
CMS ENERGY CORPORATION COM 125896100 64,312 1,360,227 SH   SOLE   1,360,227 0 0
CNO FINANCIAL GROUP, INC. COM 12621E103 3,365 176,749 SH   SOLE   176,749 0 0
COCA-COLA HBC AG ADR 191223205 2,542 76,197 SH   SOLE   76,197 0 0
COHEN & STEERS INC COM 19247A100 5,050 121,064 SH   SOLE   121,064 0 0
COMPASS GROUP PLC ADR 20449X401 3,140 146,944 SH   SOLE   146,944 0 0
CONTINENTAL AG ADR 210771200 3,212 70,340 SH   SOLE   70,340 0 0
COUSINS PROPERTIES INCORPORATED REIT 222795106 42,101 4,344,737 SH   SOLE   4,344,737 0 0
CRACKER BARREL OLD COM 22410J106 23,143 148,151 SH   SOLE   148,151 0 0
CREDICORP COM G2519Y108 24,180 107,408 SH   SOLE   107,408 0 0
CSL ADR 12637N204 3,153 44,312 SH   SOLE   44,312 0 0
CUTERA INC COM 232109108 3,606 89,473 SH   SOLE   89,473 0 0
DARDEN RESTAURANTS, INC. COM 237194105 41,132 384,192 SH   SOLE   384,192 0 0
DASSAULT SYSTEMES ADR 237545108 1,748 12,477 SH   SOLE   12,477 0 0
DESCARTES SYS GROUP INC COM 249906108 4,234 130,276 SH   SOLE   130,276 0 0
DEVON ENERGY CORPORATION COM 25179M103 18,242 414,979 SH   SOLE   414,979 0 0
DIAGEO PLC ADR 25243Q205 20,397 141,633 SH   SOLE   141,633 0 0
DNB ASA ADR 23328E106 3,870 197,981 SH   SOLE   197,981 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 93,423 1,158,955 SH   SOLE   1,158,955 0 0
DYCOM INDUSTRIES INC. COM 267475101 19,511 206,448 SH   SOLE   206,448 0 0
EBAY INC. COM 278642103 6,563 181,001 SH   SOLE   181,001 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 20,867 143,350 SH   SOLE   143,350 0 0
ELECTRONICS FOR IMAGING COM 286082102 3,103 95,297 SH   SOLE   95,297 0 0
ELLIE MAE INC COM 28849P100 5,364 51,656 SH   SOLE   51,656 0 0
ENBRIDGE INC COM 29250N105 24,279 680,284 SH   SOLE   680,284 0 0
ENTEGRIS INC COM 29362U104 4,020 118,584 SH   SOLE   118,584 0 0
ENVESTNET INC COM 29404K106 5,308 96,598 SH   SOLE   96,598 0 0
EPLUS INC COM 294268107 7,980 84,799 SH   SOLE   84,799 0 0
EPR PROPERTIES REIT 26884U109 46,176 712,704 SH   SOLE   712,704 0 0
ESSITY AKTIEBOLAG PUBL ADR 29729L102 3,576 144,641 SH   SOLE   144,641 0 0
EVERCORE INC COM 29977A105 24,038 227,953 SH   SOLE   227,953 0 0
EVEREST RE GROUP COM G3223R108 45,567 197,706 SH   SOLE   197,706 0 0
EXPEDIA GROUP INC COM 30212P303 16,122 134,139 SH   SOLE   134,139 0 0
FABRINET COM G3323L100 2,960 80,249 SH   SOLE   80,249 0 0
FANUC CORPORATION ADR 307305102 2,338 117,695 SH   SOLE   117,695 0 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 46,713 2,618,421 SH   SOLE   2,618,421 0 0
FISERV INC. COM 337738108 11,101 149,827 SH   SOLE   149,827 0 0
FRESENIUS SE & CO. KGAA ADR 35804M105 2,766 137,735 SH   SOLE   137,735 0 0
G-III APPAREL GP COM 36237H101 3,705 83,455 SH   SOLE   83,455 0 0
GARMIN LTD COM H2906T109 8,987 147,333 SH   SOLE   147,333 0 0
GENOMIC HEALTH INC COM 37244C101 3,966 78,697 SH   SOLE   78,697 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 1,031 73,299 SH   SOLE   73,299 0 0
GIVAUDAN SA ADR 37636P108 3,179 70,087 SH   SOLE   70,087 0 0
GPO FIN BANORTE ADR 40052P107 4,330 145,760 SH   SOLE   145,760 0 0
GRAINGER W W INC COM 384802104 19,531 63,330 SH   SOLE   63,330 0 0
GREEN DOT CORP COM 39304D102 4,036 54,997 SH   SOLE   54,997 0 0
GULFPORT ENERGY CORPORATION COM 402635304 1,400 111,398 SH   SOLE   111,398 0 0
HARRIS CORPORATION COM 413875105 20,511 141,902 SH   SOLE   141,902 0 0
HEALTHCARE SERVICE COM 421906108 3,917 90,692 SH   SOLE   90,692 0 0
HEALTHEQUITY INC COM 42226A107 6,677 88,906 SH   SOLE   88,906 0 0
HENKEL AG & CO. KGAA ADR 42550U208 21,699 169,726 SH   SOLE   169,726 0 0
HEXCEL CORPORATION COM 428291108 31,830 479,513 SH   SOLE   479,513 0 0
HILLTOP HOLDINGS INC COM 432748101 3,068 139,014 SH   SOLE   139,014 0 0
HILTON GRAND VACATIONS INC COM 43283X105 17,688 509,745 SH   SOLE   509,745 0 0
HMS HOLDINGS CORP COM 40425J101 3,351 154,976 SH   SOLE   154,976 0 0
HOLLYFRONTIER CORPORATION COM 436106108 11,461 167,482 SH   SOLE   167,482 0 0
HORMEL FOODS CORP COM 440452100 24,542 659,552 SH   SOLE   659,552 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 66,888 3,174,568 SH   SOLE   3,174,568 0 0
HUMANA INC. COM 444859102 12,601 42,337 SH   SOLE   42,337 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 12,544 57,863 SH   SOLE   57,863 0 0
HUNTSMAN CORPORATION COM 447011107 18,556 635,492 SH   SOLE   635,492 0 0
IAC INTERACTIVECORP COM 44919P508 20,183 132,356 SH   SOLE   132,356 0 0
ICU MEDICAL INC COM 44930G107 10,710 36,473 SH   SOLE   36,473 0 0
II-VI INCORPORATED COM 902104108 7,815 179,854 SH   SOLE   179,854 0 0
ILLUMINA INC COM 452327109 23,008 82,382 SH   SOLE   82,382 0 0
IMPERIAL OIL LTD COM 453038408 2,826 84,988 SH   SOLE   84,988 0 0
IMPINJ INC COM 453204109 1,987 89,890 SH   SOLE   89,890 0 0
INCYTE CORPORATION. COM 45337C102 14,774 220,507 SH   SOLE   220,507 0 0
INNERWORKINGS INC COM 45773Y105 3,576 411,492 SH   SOLE   411,492 0 0
INPHI CORP COM 45772F107 2,320 71,135 SH   SOLE   71,135 0 0
INSPERITY INC COM 45778Q107 7,691 80,750 SH   SOLE   80,750 0 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 4,561 80,649 SH   SOLE   80,649 0 0
IONIS PHARMACEUTICALS, INC. COM 462222100 15,389 369,318 SH   SOLE   369,318 0 0
IROBOT CORP COM 462726100 4,358 57,513 SH   SOLE   57,513 0 0
J2 GLOBAL, INC. COM 48123V102 7,098 81,952 SH   SOLE   81,952 0 0
JACK HENRY & ASSOC COM 426281101 20,496 157,223 SH   SOLE   157,223 0 0
JGC CORP ADR 466140100 2,574 63,833 SH   SOLE   63,833 0 0
KAO CORP ADR 485537401 309 20,240 SH   SOLE   20,240 0 0
KEYCORP COM 493267108 8,544 437,278 SH   SOLE   437,278 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 43,247 732,626 SH   SOLE   732,626 0 0
KLA-TENCOR CORP COM 482480100 7,125 69,489 SH   SOLE   69,489 0 0
KOMATSU LTD ADR 500458401 2,728 95,376 SH   SOLE   95,376 0 0
KUBOTA CORP ADR 501173207 2,926 37,192 SH   SOLE   37,192 0 0
L'OREAL S.A. ADR 502117203 2,471 50,035 SH   SOLE   50,035 0 0
L3 TECHNOLOGIES INC COM 502413107 15,624 81,239 SH   SOLE   81,239 0 0
LAMAR ADVERTISING COMPANY REIT 512816109 33,542 491,019 SH   SOLE   491,019 0 0
LEAR CORPORATION COM 521865204 24,176 130,111 SH   SOLE   130,111 0 0
LENDINGTREE INC COM 52603B107 28,848 134,930 SH   SOLE   134,930 0 0
LGI HOMES INC COM 50187T106 3,465 60,018 SH   SOLE   60,018 0 0
LHC GROUP INC COM 50187A107 5,232 61,128 SH   SOLE   61,128 0 0
LINCOLN NATIONAL CORPORATION COM 534187109 17,798 285,917 SH   SOLE   285,917 0 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 2,463 185,887 SH   SOLE   185,887 0 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 16,526 340,247 SH   SOLE   340,247 0 0
MACQUARIE GROUP LIMITED ADR 55607P204 3,739 40,931 SH   SOLE   40,931 0 0
MARATHON PETROLEUM COMPANY COM 56585A102 25,337 361,125 SH   SOLE   361,125 0 0
MARKETAXESS HLDGS COM 57060D108 9,846 49,760 SH   SOLE   49,760 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 19,804 88,675 SH   SOLE   88,675 0 0
MATCH GROUP, INC. COM 57665R106 13,537 349,434 SH   SOLE   349,434 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 20,835 36,008 SH   SOLE   36,008 0 0
MOLINA HEALTHCARE, INC. COM 60855R100 25,795 263,380 SH   SOLE   263,380 0 0
MONRO INC COM 610236101 6,241 107,416 SH   SOLE   107,416 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 18,291 319,208 SH   SOLE   319,208 0 0
MTN GROUP LTD ADR 62474M108 1,864 236,824 SH   SOLE   236,824 0 0
MUNICH REINSURANCE ADR 626188106 3,122 147,668 SH   SOLE   147,668 0 0
NEKTAR THERAPEUTICS COM 640268108 22,647 463,787 SH   SOLE   463,787 0 0
NESTLE SA/AG ADR 641069406 21,340 275,542 SH   SOLE   275,542 0 0
NEWFIELD EXPLORATION COMPANY COM 651290108 81,699 2,700,782 SH   SOLE   2,700,782 0 0
NEWMONT MINING CORPORATION COM 651639106 33,281 882,552 SH   SOLE   882,552 0 0
NITTO ELECTRIC INDUSTRIAL CO ADR 654802206 3,080 81,402 SH   SOLE   81,402 0 0
NLIGHT INC ADR 65487K100 334 10,106 SH   SOLE   10,106 0 0
NORFOLK SOUTHERN CORPORATION COM 655844108 19,694 130,536 SH   SOLE   130,536 0 0
NOVARTIS AG ADR 66987V109 17,405 230,405 SH   SOLE   230,405 0 0
NOVO-NORDISK AS ADR 670100205 21,228 460,279 SH   SOLE   460,279 0 0
NVR INC COM 62944T105 17,489 5,888 SH   SOLE   5,888 0 0
OLD DOMINION FGHT COM 679580100 16,011 107,486 SH   SOLE   107,486 0 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 35,040 1,130,335 SH   SOLE   1,130,335 0 0
OMNICELL INC COM 68213N109 8,642 164,774 SH   SOLE   164,774 0 0
ONE GAS, INC. COM 68235P108 30,941 413,988 SH   SOLE   413,988 0 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 11,500 42,037 SH   SOLE   42,037 0 0
ORIX CORPORATION ADR 686330101 3,494 44,220 SH   SOLE   44,220 0 0
OUTFRONT MEDIA INC REIT 69007J106 27,608 1,419,416 SH   SOLE   1,419,416 0 0
OWENS CORNING COM 690742101 20,558 324,415 SH   SOLE   324,415 0 0
PALO ALTO NETWORKS INC COM 697435105 28,999 141,134 SH   SOLE   141,134 0 0
PANDORA A/S ADR 698341203 2,074 118,728 SH   SOLE   118,728 0 0
PARSLEY ENERGY INC COM 701877102 17,517 578,490 SH   SOLE   578,490 0 0
PATTERSON UTI ENEG COM 703481101 8,225 456,939 SH   SOLE   456,939 0 0
PAYCHEX INC COM 704326107 26,486 387,507 SH   SOLE   387,507 0 0
PEGASYSTEMS INC COM 705573103 5,837 106,515 SH   SOLE   106,515 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 5,703 155,389 SH   SOLE   155,389 0 0
PETMED EXPRESS INC COM 716382106 3,563 80,876 SH   SOLE   80,876 0 0
PLEXUS CORP COM 729132100 2,033 34,151 SH   SOLE   34,151 0 0
POLARIS INDUSTRIES COM 731068102 16,155 132,222 SH   SOLE   132,222 0 0
POWER INTEGRATIONS COM 739276103 4,242 58,068 SH   SOLE   58,068 0 0
PRA GROUP INC COM 69354N106 3,472 90,071 SH   SOLE   90,071 0 0
PRA HEALTH SCIENCES INC COM 69354M108 7,254 77,695 SH   SOLE   77,695 0 0
PRICE T ROWE GROUP COM 74144T108 12,175 104,877 SH   SOLE   104,877 0 0
PROOFPOINT, INC. COM 743424103 16,616 144,095 SH   SOLE   144,095 0 0
PROTO LABS INC COM 743713109 7,604 63,924 SH   SOLE   63,924 0 0
PRUDENTIAL PLC ADR 74435K204 20,758 454,218 SH   SOLE   454,218 0 0
PURE STORAGE INC COM 74624M102 17,333 725,817 SH   SOLE   725,817 0 0
PVH CORPORATION COM 693656100 12,991 86,769 SH   SOLE   86,769 0 0
QTS REALTY TRUST INC REIT 74736A103 1,855 46,973 SH   SOLE   46,973 0 0
RADIANT LOGISTICS COM 75025X100 1,299 332,273 SH   SOLE   332,273 0 0
RALPH LAUREN CORPORATION COM 751212101 16,291 129,581 SH   SOLE   129,581 0 0
RECKITT BENCK GRP COM 756255204 3,766 228,601 SH   SOLE   228,601 0 0
RED HAT INC COM 756577102 16,547 123,144 SH   SOLE   123,144 0 0
ROBERT HALF INTL COM 770323103 18,936 290,872 SH   SOLE   290,872 0 0
ROCHE HOLDINGS AG ADR 771195104 3,690 132,912 SH   SOLE   132,912 0 0
ROCKWELL AUTOMATION, INC. COM 773903109 5,095 30,653 SH   SOLE   30,653 0 0
ROSS STORES INC COM 778296103 28,776 339,542 SH   SOLE   339,542 0 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 30,867 297,943 SH   SOLE   297,943 0 0
ROYAL DUTCH SHELL PLC ADR 780259107 19,073 262,526 SH   SOLE   262,526 0 0
RYANAIR HOLDINGS PLC ADR 783513203 23,022 201,541 SH   SOLE   201,541 0 0
S&P GLOBAL INC COM 78409V104 21,128 103,626 SH   SOLE   103,626 0 0
SANDVIK A/B ADR 800212201 3,772 212,227 SH   SOLE   212,227 0 0
SAP SE ADR 803054204 18,237 157,676 SH   SOLE   157,676 0 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 21,988 271,690 SH   SOLE   271,690 0 0
SEMTECH CORPORATION COM 816850101 7,597 161,472 SH   SOLE   161,472 0 0
SERVICENOW INC COM 81762P102 20,123 116,677 SH   SOLE   116,677 0 0
SIEMENS AG ADR 826197501 3,303 49,980 SH   SOLE   49,980 0 0
SINGAPORE TELECOMMUNICATIONS ADR 82929R304 6,140 271,824 SH   SOLE   271,824 0 0
SIX FLAGS ENTERTAINMENT CORP. COM 83001A102 27,061 386,316 SH   SOLE   386,316 0 0
SKECHERS USA, INC. COM 830566105 8,214 273,707 SH   SOLE   273,707 0 0
SKF AB ADR 784375404 283 15,210 SH   SOLE   15,210 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 12,712 131,527 SH   SOLE   131,527 0 0
SOUTHWEST AIRLINES CO. COM 844741108 26,086 512,698 SH   SOLE   512,698 0 0
SPIRIT AIRLINES COM 848577102 35,052 964,299 SH   SOLE   964,299 0 0
SPLUNK INC COM 848637104 22,594 227,964 SH   SOLE   227,964 0 0
SPRINT CORPORATION COM 85207U105 33,062 6,077,591 SH   SOLE   6,077,591 0 0
STEEL DYNAMICS, INC. COM 858119100 31,476 685,016 SH   SOLE   685,016 0 0
SUBARU CO LTD ADR 86428V104 3,642 250,202 SH   SOLE   250,202 0 0
SUNTRUST BANKS, INC. COM 867914103 10,699 162,056 SH   SOLE   162,056 0 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 35,617 595,096 SH   SOLE   595,096 0 0
SVB FINANCIAL GROUP COM 78486Q101 25,369 87,855 SH   SOLE   87,855 0 0
SYSMEX CORP ADR 87184P109 2,230 47,782 SH   SOLE   47,782 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO. ADR 874039100 6,152 168,275 SH   SOLE   168,275 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC. COM 874054109 28,179 238,077 SH   SOLE   238,077 0 0
TECHNIPFMC PLC COM G87110105 17,641 555,795 SH   SOLE   555,795 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 8,259 41,489 SH   SOLE   41,489 0 0
TELEFLEX INCORPORATED COM 879369106 17,119 63,825 SH   SOLE   63,825 0 0
TENNECO INC. COM 880349105 11,774 267,832 SH   SOLE   267,832 0 0
TEXAS ROADHOUSE COM 882681109 18,383 280,606 SH   SOLE   280,606 0 0
TEXTRON INC. COM 883203101 39,629 601,261 SH   SOLE   601,261 0 0
THE CHEMOURS COMPANY LLC COM 163851108 14,312 322,628 SH   SOLE   322,628 0 0
THE CLOROX COMPANY COM 189054109 22,919 169,460 SH   SOLE   169,460 0 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 36,749 307,371 SH   SOLE   307,371 0 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 21,568 421,836 SH   SOLE   421,836 0 0
THE TIMKEN COMPANY COM 887389104 15,726 361,098 SH   SOLE   361,098 0 0
THE TRADE DESK INC COM 88339J105 5,481 58,430 SH   SOLE   58,430 0 0
THOR INDUSTRIES COM 885160101 21,044 216,082 SH   SOLE   216,082 0 0
TOKYO ELECTRON LTD ADR 889110102 3,209 74,758 SH   SOLE   74,758 0 0
TOTAL S.A. ADR 89151E109 3,342 55,182 SH   SOLE   55,182 0 0
TYSON FOODS, INC. COM 902494103 14,818 215,218 SH   SOLE   215,218 0 0
ULTA BEAUTY INC COM 90384S303 7,779 33,321 SH   SOLE   33,321 0 0
UMPQUA HOLDINGS CO COM 904214103 35,926 1,590,358 SH   SOLE   1,590,358 0 0
UNILEVER PLC ADR 904767704 400 7,228 SH   SOLE   7,228 0 0
UNITED RENTALS, INC. COM 911363109 27,534 186,520 SH   SOLE   186,520 0 0
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VAIL RESORTS, INC. COM 91879Q109 21,737 79,277 SH   SOLE   79,277 0 0
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VEEVA SYSTEMS INC COM 922475108 18,057 234,934 SH   SOLE   234,934 0 0
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VULCAN MATERIALS COMPANY COM 929160109 17,054 132,137 SH   SOLE   132,137 0 0
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