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 3,302 317,796 SH   SOLE   317,796 0 0
ABB LIMITED ADR 000375204 3,220 136,267 SH   SOLE   136,267 0 0
ABIOMED INC COM 003654100 55,816 124,105 SH   SOLE   124,105 0 0
ACUITY BRANDS, INC. COM 00508Y102 20,603 131,062 SH   SOLE   131,062 0 0
ADECCO GROUP AG ADR 006754204 2,688 101,877 SH   SOLE   101,877 0 0
ADVANCED MICRO DEVICES, INC. COM 007903107 24,790 802,522 SH   SOLE   802,522 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 17,514 515,281 SH   SOLE   515,281 0 0
AFLAC INCORPORATED COM 001055102 21,850 464,201 SH   SOLE   464,201 0 0
AGCO CORPORATION COM 001084102 17,030 280,144 SH   SOLE   280,144 0 0
AIR LIQUIDE S.A.(L') ADR 009126202 3,164 120,214 SH   SOLE   120,214 0 0
ALASKA AIR GROUP, INC. COM 011659109 31,660 459,772 SH   SOLE   459,772 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 5,797 72,915 SH   SOLE   72,915 0 0
ALBEMARLE CORP COM 012653101 23,116 231,666 SH   SOLE   231,666 0 0
ALIGN TECHNOLOGY I COM 016255101 34,002 86,912 SH   SOLE   86,912 0 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 23,965 1,074,625 SH   SOLE   1,074,625 0 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 27,500 528,749 SH   SOLE   528,749 0 0
AMBARELLA INC COM G037AX101 2,881 74,489 SH   SOLE   74,489 0 0
AMERCO COM 023586100 15,972 44,782 SH   SOLE   44,782 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 17,262 695,212 SH   SOLE   695,212 0 0
AMERICAN WATER WOR COM 030420103 34,918 396,928 SH   SOLE   396,928 0 0
AMERIPRISE FINANCIAL, INC. COM 03076C106 10,506 71,152 SH   SOLE   71,152 0 0
AMN HEALTHCARE SVS COM 001744101 6,177 112,924 SH   SOLE   112,924 0 0
AMNEAL PHARMACEUTICALS INC COM 03168L105 2,420 109,059 SH   SOLE   109,059 0 0
ANALOG DEVICES INC. COM 032654105 5,123 55,404 SH   SOLE   55,404 0 0
ANDEAVOR COM 03349M105 21,793 141,975 SH   SOLE   141,975 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105 13,698 459,508 SH   SOLE   459,508 0 0
ARISTA NETWORKS INC COM 040413106 34,999 131,643 SH   SOLE   131,643 0 0
ASPEN TECHNOLOGY, INC. COM 045327103 19,753 173,410 SH   SOLE   173,410 0 0
ASTELLAS PHARMA INC. ADR 04623U102 3,252 186,380 SH   SOLE   186,380 0 0
ASTRONICS CORP COM 046433108 5,018 115,353 SH   SOLE   115,353 0 0
ATMOS ENERGY CORPORATION COM 049560105 72,711 774,264 SH   SOLE   774,264 0 0
AXA ADR 054536107 3,695 137,429 SH   SOLE   137,429 0 0
AXOS FINANCIAL INC COM 05465C100 4,558 132,541 SH   SOLE   132,541 0 0
BALCHEM CORP COM 057665200 6,711 59,871 SH   SOLE   59,871 0 0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. ADR 05946K101 3,644 578,415 SH   SOLE   578,415 0 0
BANCOLOMBIA S.A. ADR 05968L102 20,572 493,086 SH   SOLE   493,086 0 0
BASF SE ADR 055262505 3,639 163,730 SH   SOLE   163,730 0 0
BEST BUY INC COM 086516101 24,511 308,860 SH   SOLE   308,860 0 0
BHP BILLITON LIMITED ADR 088606108 16,180 324,645 SH   SOLE   324,645 0 0
BIG LOTS INC COM 089302103 18,813 450,169 SH   SOLE   450,169 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 14,597 150,533 SH   SOLE   150,533 0 0
BIOTELEMETRY INC COM 090672106 9,459 146,768 SH   SOLE   146,768 0 0
BLOCK(H&R)INC COM 093671105 22,902 889,402 SH   SOLE   889,402 0 0
BNP PARIBAS ADR 05565A202 3,509 114,631 SH   SOLE   114,631 0 0
BRIT AMER TOBACCO ADR 110448107 2,639 56,599 SH   SOLE   56,599 0 0
BRUKER CORPORATION COM 116794108 6,451 192,856 SH   SOLE   192,856 0 0
BRUNSWICK CORPORATION COM 117043109 15,197 226,755 SH   SOLE   226,755 0 0
BWX TECHNOLOGIES INC COM 05605H100 31,253 499,736 SH   SOLE   499,736 0 0
CAMBREX CORP COM 132011107 6,293 91,997 SH   SOLE   91,997 0 0
CAMPING WORLD HOLDINGS INC COM 13462K109 1,801 84,486 SH   SOLE   84,486 0 0
CARBONITE INC COM 141337105 6,859 192,389 SH   SOLE   192,389 0 0
CARETRUST REIT INC REIT 14174T107 2,700 152,431 SH   SOLE   152,431 0 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 2,268 38,469 SH   SOLE   38,469 0 0
CASEYS GEN STORES COM 147528103 31,714 245,638 SH   SOLE   245,638 0 0
CELANESE CORPORATION COM 150870103 19,307 169,361 SH   SOLE   169,361 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 32,663 599,982 SH   SOLE   599,982 0 0
CHART INDUSTRIES INC COM 16115Q308 4,220 53,873 SH   SOLE   53,873 0 0
CHEESECAKE FACTORY COM 163072101 3,822 71,390 SH   SOLE   71,390 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 4,380 113,562 SH   SOLE   113,562 0 0
CMS ENERGY CORPORATION COM 125896100 71,150 1,452,038 SH   SOLE   1,452,038 0 0
CNO FINANCIAL GROUP, INC. COM 12621E103 3,831 180,526 SH   SOLE   180,526 0 0
COCA-COLA HBC AG ADR 191223205 2,551 74,471 SH   SOLE   74,471 0 0
COHEN & STEERS INC COM 19247A100 5,022 123,656 SH   SOLE   123,656 0 0
COMPASS GROUP PLC ADR 20449X401 3,269 146,944 SH   SOLE   146,944 0 0
CONCHO RESOURCES INC. COM 20605P101 30,947 202,600 SH   SOLE   202,600 0 0
CONTINENTAL AG ADR 210771200 3,966 113,861 SH   SOLE   113,861 0 0
COUSINS PROPERTIES INCORPORATED REIT 222795106 41,072 4,620,034 SH   SOLE   4,620,034 0 0
CRACKER BARREL OLD COM 22410J106 20,427 138,836 SH   SOLE   138,836 0 0
CREDICORP COM G2519Y108 24,418 109,458 SH   SOLE   109,458 0 0
CSL ADR 12637N204 2,823 38,799 SH   SOLE   38,799 0 0
CUTERA INC COM 232109108 2,975 91,403 SH   SOLE   91,403 0 0
DARDEN RESTAURANTS, INC. COM 237194105 40,595 365,098 SH   SOLE   365,098 0 0
DASSAULT SYSTEMES ADR 237545108 1,673 11,185 SH   SOLE   11,185 0 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 4,037 60,968 SH   SOLE   60,968 0 0
DESCARTES SYS GROUP INC COM 249906108 4,284 126,377 SH   SOLE   126,377 0 0
DEVON ENERGY CORPORATION COM 25179M103 13,363 334,570 SH   SOLE   334,570 0 0
DIAGEO PLC ADR 25243Q205 19,184 135,414 SH   SOLE   135,414 0 0
DNB ASA ADR 23328E106 3,518 167,276 SH   SOLE   167,276 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 105,581 1,128,963 SH   SOLE   1,128,963 0 0
DYCOM INDUSTRIES INC. COM 267475101 27,247 322,072 SH   SOLE   322,072 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 3,121 45,022 SH   SOLE   45,022 0 0
EBAY INC. COM 278642103 5,565 168,529 SH   SOLE   168,529 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 42,753 245,564 SH   SOLE   245,564 0 0
ELECTRONICS FOR IMAGING COM 286082102 3,318 97,358 SH   SOLE   97,358 0 0
ELLIE MAE INC COM 28849P100 16,566 174,803 SH   SOLE   174,803 0 0
ENBRIDGE INC COM 29250N105 16,697 517,092 SH   SOLE   517,092 0 0
ENSCO PLC COM G3157S106 17,860 2,116,095 SH   SOLE   2,116,095 0 0
ENTEGRIS INC COM 29362U104 3,417 118,041 SH   SOLE   118,041 0 0
ENVESTNET INC COM 29404K106 5,667 92,976 SH   SOLE   92,976 0 0
EPLUS INC COM 294268107 6,424 69,301 SH   SOLE   69,301 0 0
EPR PROPERTIES REIT 26884U109 52,907 773,374 SH   SOLE   773,374 0 0
ESSITY AKTIEBOLAG PUBL ADR 29729L102 3,207 127,650 SH   SOLE   127,650 0 0
EVERCORE INC COM 29977A105 23,049 229,229 SH   SOLE   229,229 0 0
EVEREST RE GROUP COM G3223R108 38,347 167,844 SH   SOLE   167,844 0 0
EVERGY INC COM 30034W106 15,252 277,712 SH   SOLE   277,712 0 0
EXPEDIA GROUP INC COM 30212P303 18,864 144,575 SH   SOLE   144,575 0 0
FABRINET COM G3323L100 3,794 82,007 SH   SOLE   82,007 0 0
FANUC CORPORATION ADR 307305102 2,523 133,798 SH   SOLE   133,798 0 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 47,029 2,724,718 SH   SOLE   2,724,718 0 0
FISERV INC. COM 337738108 16,869 204,772 SH   SOLE   204,772 0 0
FOOT LOCKER INC COM 344849104 18,835 369,458 SH   SOLE   369,458 0 0
FRESENIUS SE & CO. KGAA ADR 35804M105 2,798 152,350 SH   SOLE   152,350 0 0
G-III APPAREL GP COM 36237H101 4,117 85,437 SH   SOLE   85,437 0 0
GARMIN LTD COM H2906T109 19,811 282,806 SH   SOLE   282,806 0 0
GENOMIC HEALTH INC COM 37244C101 5,645 80,397 SH   SOLE   80,397 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 1,026 74,896 SH   SOLE   74,896 0 0
GIVAUDAN SA ADR 37636P108 3,136 63,479 SH   SOLE   63,479 0 0
GPO FIN BANORTE ADR 40052P107 4,073 112,514 SH   SOLE   112,514 0 0
GRAINGER W W INC COM 384802104 27,981 78,289 SH   SOLE   78,289 0 0
GREEN DOT CORP COM 39304D102 4,997 56,256 SH   SOLE   56,256 0 0
GULFPORT ENERGY CORPORATION COM 402635304 1,184 113,765 SH   SOLE   113,765 0 0
HARRIS CORPORATION COM 413875105 28,699 169,608 SH   SOLE   169,608 0 0
HEALTHCARE SERVICE COM 421906108 3,764 92,660 SH   SOLE   92,660 0 0
HEALTHEQUITY INC COM 42226A107 7,477 79,202 SH   SOLE   79,202 0 0
HENKEL AG & CO. KGAA ADR 42550U208 18,263 155,606 SH   SOLE   155,606 0 0
HEXCEL CORPORATION COM 428291108 27,231 406,129 SH   SOLE   406,129 0 0
HILLTOP HOLDINGS INC COM 432748101 2,864 141,973 SH   SOLE   141,973 0 0
HILTON GRAND VACATIONS INC COM 43283X105 17,458 527,422 SH   SOLE   527,422 0 0
HMS HOLDINGS CORP COM 40425J101 5,194 158,319 SH   SOLE   158,319 0 0
HOLLYFRONTIER CORPORATION COM 436106108 13,631 195,004 SH   SOLE   195,004 0 0
HORMEL FOODS CORP COM 440452100 15,092 383,043 SH   SOLE   383,043 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 69,338 3,286,146 SH   SOLE   3,286,146 0 0
HUMANA INC. COM 444859102 13,610 40,204 SH   SOLE   40,204 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 32,283 126,068 SH   SOLE   126,068 0 0
HUNTSMAN CORPORATION COM 447011107 20,554 754,838 SH   SOLE   754,838 0 0
IAC INTERACTIVECORP COM 44919P508 26,626 122,861 SH   SOLE   122,861 0 0
ICU MEDICAL INC COM 44930G107 10,336 36,554 SH   SOLE   36,554 0 0
II-VI INCORPORATED COM 902104108 7,766 164,196 SH   SOLE   164,196 0 0
ILLUMINA INC COM 452327109 16,177 44,073 SH   SOLE   44,073 0 0
IMPERIAL OIL LTD COM 453038408 2,979 92,015 SH   SOLE   92,015 0 0
IMPINJ INC COM 453204109 2,279 91,823 SH   SOLE   91,823 0 0
INCYTE CORPORATION. COM 45337C102 16,105 233,139 SH   SOLE   233,139 0 0
INNERWORKINGS INC COM 45773Y105 4,115 519,560 SH   SOLE   519,560 0 0
INPHI CORP COM 45772F107 2,759 72,646 SH   SOLE   72,646 0 0
INSPERITY INC COM 45778Q107 9,732 82,513 SH   SOLE   82,513 0 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 3,214 82,410 SH   SOLE   82,410 0 0
IONIS PHARMACEUTICALS, INC. COM 462222100 19,084 369,985 SH   SOLE   369,985 0 0
IPG PHOTONICS CORP COM 44980X109 27,928 178,945 SH   SOLE   178,945 0 0
IROBOT CORP COM 462726100 6,001 54,590 SH   SOLE   54,590 0 0
J2 GLOBAL, INC. COM 48123V102 6,936 83,722 SH   SOLE   83,722 0 0
JACK HENRY & ASSOC COM 426281101 26,289 164,223 SH   SOLE   164,223 0 0
JETBLUE AIRWAYS CORPORATION COM 477143101 25,623 1,323,501 SH   SOLE   1,323,501 0 0
JGC CORP ADR 466140100 2,929 63,833 SH   SOLE   63,833 0 0
KAO CORP ADR 485537401 327 20,240 SH   SOLE   20,240 0 0
KEYCORP COM 493267108 17,068 858,133 SH   SOLE   858,133 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 39,760 599,873 SH   SOLE   599,873 0 0
KOMATSU LTD ADR 500458401 3,423 112,497 SH   SOLE   112,497 0 0
KUBOTA CORP ADR 501173207 3,181 37,419 SH   SOLE   37,419 0 0
L'OREAL S.A. ADR 502117203 2,567 53,204 SH   SOLE   53,204 0 0
L3 TECHNOLOGIES INC COM 502413107 17,381 81,746 SH   SOLE   81,746 0 0
LAMAR ADVERTISING COMPANY REIT 512816109 39,749 510,914 SH   SOLE   510,914 0 0
LEAR CORPORATION COM 521865204 18,960 130,759 SH   SOLE   130,759 0 0
LENDINGTREE INC COM 52603B107 18,110 78,704 SH   SOLE   78,704 0 0
LGI HOMES INC COM 50187T106 2,908 61,298 SH   SOLE   61,298 0 0
LHC GROUP INC COM 50187A107 6,433 62,464 SH   SOLE   62,464 0 0
LINCOLN NATIONAL CORPORATION COM 534187109 38,525 569,398 SH   SOLE   569,398 0 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 2,825 189,963 SH   SOLE   189,963 0 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 13,922 255,590 SH   SOLE   255,590 0 0
MACQUARIE GROUP LIMITED ADR 55607P204 3,219 35,292 SH   SOLE   35,292 0 0
MADISON SQUARE GARDEN CO COM 55825T103 18,377 58,281 SH   SOLE   58,281 0 0
MARATHON PETROLEUM COMPANY COM 56585A102 13,003 162,599 SH   SOLE   162,599 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 22,992 126,362 SH   SOLE   126,362 0 0
MASIMO CORPORATION COM 574795100 33,793 271,343 SH   SOLE   271,343 0 0
MATCH GROUP, INC. COM 57665R106 14,789 255,379 SH   SOLE   255,379 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 20,597 33,822 SH   SOLE   33,822 0 0
MOLINA HEALTHCARE, INC. COM 60855R100 57,415 386,112 SH   SOLE   386,112 0 0
MONRO INC COM 610236101 7,636 109,714 SH   SOLE   109,714 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 18,882 323,987 SH   SOLE   323,987 0 0
MTN GROUP LTD ADR 62474M108 1,908 308,330 SH   SOLE   308,330 0 0
MUNICH REINSURANCE ADR 626188106 3,126 141,090 SH   SOLE   141,090 0 0
NEKTAR THERAPEUTICS COM 640268108 28,903 474,135 SH   SOLE   474,135 0 0
NESTLE SA/AG ADR 641069406 20,395 243,487 SH   SOLE   243,487 0 0
NEWFIELD EXPLORATION COMPANY COM 651290108 73,688 2,555,951 SH   SOLE   2,555,951 0 0
NEWMONT MINING CORPORATION COM 651639106 22,102 731,864 SH   SOLE   731,864 0 0
NITTO ELECTRIC INDUSTRIAL CO ADR 654802206 3,210 85,631 SH   SOLE   85,631 0 0
NLIGHT INC COM 65487K100 230 10,361 SH   SOLE   10,361 0 0
NORFOLK SOUTHERN CORPORATION COM 655844108 23,508 130,237 SH   SOLE   130,237 0 0
NOVARTIS AG ADR 66987V109 17,681 205,214 SH   SOLE   205,214 0 0
NOVO-NORDISK AS ADR 670100205 19,512 413,906 SH   SOLE   413,906 0 0
NVR INC COM 62944T105 8,878 3,593 SH   SOLE   3,593 0 0
OLD DOMINION FGHT COM 679580100 12,918 80,108 SH   SOLE   80,108 0 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 40,059 1,222,431 SH   SOLE   1,222,431 0 0
OMNICELL INC COM 68213N109 10,977 152,672 SH   SOLE   152,672 0 0
ONE GAS, INC. COM 68235P108 35,395 430,172 SH   SOLE   430,172 0 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 29,286 84,319 SH   SOLE   84,319 0 0
ORIX CORPORATION ADR 686330101 3,640 44,918 SH   SOLE   44,918 0 0
OUTFRONT MEDIA INC REIT 69007J106 36,934 1,851,351 SH   SOLE   1,851,351 0 0
OWENS CORNING COM 690742101 17,303 318,836 SH   SOLE   318,836 0 0
PALO ALTO NETWORKS INC COM 697435105 37,770 167,671 SH   SOLE   167,671 0 0
PANDORA A/S ADR 698341203 1,854 118,728 SH   SOLE   118,728 0 0
PARKER-HANNIFIN CORPORATION COM 701094104 19,175 104,249 SH   SOLE   104,249 0 0
PAYCHEX INC COM 704326107 26,902 365,265 SH   SOLE   365,265 0 0
PBF ENERGY INC COM 69318G106 18,569 372,048 SH   SOLE   372,048 0 0
PEGASYSTEMS INC COM 705573103 6,438 102,842 SH   SOLE   102,842 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 5,286 158,733 SH   SOLE   158,733 0 0
PETMED EXPRESS INC COM 716382106 2,732 82,754 SH   SOLE   82,754 0 0
PLEXUS CORP COM 729132100 2,051 35,049 SH   SOLE   35,049 0 0
POLARIS INDUSTRIES COM 731068102 9,051 89,660 SH   SOLE   89,660 0 0
POWER INTEGRATIONS COM 739276103 3,757 59,440 SH   SOLE   59,440 0 0
PRA GROUP INC COM 69354N106 3,312 92,004 SH   SOLE   92,004 0 0
PRA HEALTH SCIENCES INC COM 69354M108 8,445 76,642 SH   SOLE   76,642 0 0
PROOFPOINT, INC. COM 743424103 11,693 109,965 SH   SOLE   109,965 0 0
PROTO LABS INC COM 743713109 10,562 65,301 SH   SOLE   65,301 0 0
PRUDENTIAL PLC ADR 74435K204 21,867 476,515 SH   SOLE   476,515 0 0
PURE STORAGE INC COM 74624M102 13,180 507,902 SH   SOLE   507,902 0 0
PVH CORPORATION COM 693656100 4,016 27,815 SH   SOLE   27,815 0 0
QTS REALTY TRUST INC REIT 74736A103 2,612 61,212 SH   SOLE   61,212 0 0
RADIANT LOGISTICS COM 75025X100 2,006 339,465 SH   SOLE   339,465 0 0
RALPH LAUREN CORPORATION COM 751212101 17,042 123,899 SH   SOLE   123,899 0 0
RECKITT BENCK GRP COM 756255204 3,814 208,401 SH   SOLE   208,401 0 0
RED HAT INC COM 756577102 17,196 126,178 SH   SOLE   126,178 0 0
ROBERT HALF INTL COM 770323103 7,293 103,625 SH   SOLE   103,625 0 0
ROCHE HOLDINGS AG ADR 771195104 3,413 112,192 SH   SOLE   112,192 0 0
ROCKWELL AUTOMATION, INC. COM 773903109 22,782 121,490 SH   SOLE   121,490 0 0
ROSS STORES INC COM 778296103 29,089 293,527 SH   SOLE   293,527 0 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 33,565 258,315 SH   SOLE   258,315 0 0
ROYAL DUTCH SHELL PLC ADR 780259107 20,152 284,117 SH   SOLE   284,117 0 0
RYANAIR HOLDINGS PLC ADR 783513203 21,154 220,266 SH   SOLE   220,266 0 0
S&P GLOBAL INC COM 78409V104 20,274 103,764 SH   SOLE   103,764 0 0
SANDVIK A/B ADR 800212201 3,846 216,832 SH   SOLE   216,832 0 0
SAP SE ADR 803054204 18,309 148,851 SH   SOLE   148,851 0 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 21,061 261,299 SH   SOLE   261,299 0 0
SEMTECH CORPORATION COM 816850101 8,895 159,983 SH   SOLE   159,983 0 0
SERVICENOW INC COM 81762P102 37,265 190,487 SH   SOLE   190,487 0 0
SIEMENS AG ADR 826197501 2,893 45,147 SH   SOLE   45,147 0 0
SINGAPORE TELECOMMUNICATIONS ADR 82929R304 5,850 246,713 SH   SOLE   246,713 0 0
SIX FLAGS ENTERTAINMENT CORP. COM 83001A102 27,506 393,950 SH   SOLE   393,950 0 0
SKF AB ADR 784375404 300 15,210 SH   SOLE   15,210 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 7,737 85,293 SH   SOLE   85,293 0 0
SOUTHWEST AIRLINES CO. COM 844741108 31,910 510,965 SH   SOLE   510,965 0 0
SPIRIT AIRLINES COM 848577102 36,955 786,772 SH   SOLE   786,772 0 0
SPLUNK INC COM 848637104 24,267 200,704 SH   SOLE   200,704 0 0
SPRINT CORPORATION COM 85207U105 40,342 6,168,531 SH   SOLE   6,168,531 0 0
SQUARE INC COM 852234103 34,577 349,229 SH   SOLE   349,229 0 0
STEEL DYNAMICS, INC. COM 858119100 31,775 703,137 SH   SOLE   703,137 0 0
STONERIDGE INC. COM 86183P102 3,787 127,425 SH   SOLE   127,425 0 0
SUBARU CO LTD ADR 86428V104 3,415 222,910 SH   SOLE   222,910 0 0
SUNTRUST BANKS, INC. COM 867914103 26,522 397,102 SH   SOLE   397,102 0 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 25,787 512,147 SH   SOLE   512,147 0 0
SVB FINANCIAL GROUP COM 78486Q101 38,430 123,638 SH   SOLE   123,638 0 0
SYSMEX CORP ADR 87184P109 2,261 52,511 SH   SOLE   52,511 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO. ADR 874039100 6,145 139,164 SH   SOLE   139,164 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC. COM 874054109 30,065 217,880 SH   SOLE   217,880 0 0
TAPESTRY INC COM 876030107 17,990 357,866 SH   SOLE   357,866 0 0
TECHNIPFMC PLC COM G87110105 9,858 315,456 SH   SOLE   315,456 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 10,274 41,651 SH   SOLE   41,651 0 0
TELEFLEX INCORPORATED COM 879369106 35,130 132,023 SH   SOLE   132,023 0 0
TENNECO INC. COM 880349105 15,700 372,556 SH   SOLE   372,556 0 0
TEXAS ROADHOUSE COM 882681109 19,958 288,031 SH   SOLE   288,031 0 0
TEXTRON INC. COM 883203101 43,090 602,915 SH   SOLE   602,915 0 0
THE CHEMOURS COMPANY LLC COM 163851108 9,589 243,127 SH   SOLE   243,127 0 0
THE CLOROX COMPANY COM 189054109 26,276 174,697 SH   SOLE   174,697 0 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 37,953 307,634 SH   SOLE   307,634 0 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 28,560 571,663 SH   SOLE   571,663 0 0
THE TIMKEN COMPANY COM 887389104 17,814 357,359 SH   SOLE   357,359 0 0
THE TRADE DESK INC COM 88339J105 8,285 54,899 SH   SOLE   54,899 0 0
THOR INDUSTRIES COM 885160101 25,103 299,922 SH   SOLE   299,922 0 0
TOKYO ELECTRON LTD ADR 889110102 3,086 89,825 SH   SOLE   89,825 0 0
TOTAL S.A. ADR 89151E109 3,558 55,262 SH   SOLE   55,262 0 0
TRACTOR SUPPLY CO COM 892356106 24,732 272,139 SH   SOLE   272,139 0 0
TURKIYE GARANTI BANKASI A.S. ADR 900148701 2,695 2,100,530 SH   SOLE   2,100,530 0 0
TYSON FOODS, INC. COM 902494103 20,096 337,570 SH   SOLE   337,570 0 0
ULTA BEAUTY INC COM 90384S303 23,093 81,854 SH   SOLE   81,854 0 0
UMPQUA HOLDINGS CO COM 904214103 37,865 1,820,413 SH   SOLE   1,820,413 0 0
UNILEVER PLC ADR 904767704 390 7,089 SH   SOLE   7,089 0 0
UNITED RENTALS, INC. COM 911363109 28,124 171,909 SH   SOLE   171,909 0 0
UNIVERSAL DISPLAY COM 91347P105 22,394 189,944 SH   SOLE   189,944 0 0
US PHYSICAL THERAP COM 90337L108 9,655 81,404 SH   SOLE   81,404 0 0
VAIL RESORTS, INC. COM 91879Q109 23,217 84,604 SH   SOLE   84,604 0 0
VAREX IMAGING CORPORATION COM 92214X106 2,589 90,350 SH   SOLE   90,350 0 0
VEEVA SYSTEMS INC COM 922475108 9,948 91,378 SH   SOLE   91,378 0 0
VIRTUSA CORP COM 92827P102 3,805 70,835 SH   SOLE   70,835 0 0
VOLKSWAGEN AKTIENGESELLSCHAFT ADR 928662600 4,368 250,536 SH   SOLE   250,536 0 0
VOYA FINANCIAL INC COM 929089100 79,646 1,603,497 SH   SOLE   1,603,497 0 0
VULCAN MATERIALS COMPANY COM 929160109 15,176 136,476 SH   SOLE   136,476 0 0
W.R. BERKLEY CORPORATION COM 084423102 39,762 497,458 SH   SOLE   497,458 0 0
WAGEWORKS INC COM 930427109 3,812 89,158 SH   SOLE   89,158 0 0
WAL-MART DE MEXICO ADR 93114W107 21,520 708,837 SH   SOLE   708,837 0 0
WHITE MOUNTNS INSU COM G9618E107 22,423 23,960 SH   SOLE   23,960 0 0
WOODSIDE PETROLEUM LTD. ADR 980228308 3,022 108,245 SH   SOLE   108,245 0 0
WORKDAY INC COM 98138H101 21,033 144,079 SH   SOLE   144,079 0 0
WPP PLC ADR 92937A102 2,244 30,623 SH   SOLE   30,623 0 0
WPX ENERGY INC COM 98212B103 33,198 1,649,984 SH   SOLE   1,649,984 0 0
XCEL ENERGY INC COM 98389B100 46,693 989,049 SH   SOLE   989,049 0 0
XILINX INC. COM 983919101 10,758 134,188 SH   SOLE   134,188 0 0
XYLEM, INC. COM 98419M100 26,078 326,509 SH   SOLE   326,509 0 0