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 2,649 456,359 SH   SOLE   456,359 0 0
ABB LIMITED ADR 000375204 2,776 146,025 SH   SOLE   146,025 0 0
ABIOMED INC COM 003654100 31,549 97,061 SH   SOLE   97,061 0 0
ACUITY BRANDS, INC. COM 00508Y102 15,768 137,171 SH   SOLE   137,171 0 0
ADECCO GROUP AG ADR 006754204 3,217 138,083 SH   SOLE   138,083 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 17,990 510,650 SH   SOLE   510,650 0 0
AFLAC INCORPORATED COM 001055102 18,421 404,318 SH   SOLE   404,318 0 0
AGNC INVESTMENT CORP REIT 00123Q104 103,298 5,889,290 SH   SOLE   5,889,290 0 0
AIR LIQUIDE S.A.(L') ADR 009126202 2,360 95,171 SH   SOLE   95,171 0 0
ALASKA AIR GROUP, INC. COM 011659109 21,388 351,479 SH   SOLE   351,479 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 4,527 72,515 SH   SOLE   72,515 0 0
ALBEMARLE CORP COM 012653101 18,051 234,216 SH   SOLE   234,216 0 0
ALIGN TECHNOLOGY I COM 016255101 30,208 144,238 SH   SOLE   144,238 0 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 18,290 913,553 SH   SOLE   913,553 0 0
AMBARELLA INC COM G037AX101 2,592 74,089 SH   SOLE   74,089 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 18,742 969,595 SH   SOLE   969,595 0 0
AMERICAN WATER WOR COM 030420103 51,748 570,099 SH   SOLE   570,099 0 0
AMN HEALTHCARE SVS COM 001744101 6,138 108,322 SH   SOLE   108,322 0 0
AMNEAL PHARMACEUTICALS INC COM 03168L105 1,462 108,059 SH   SOLE   108,059 0 0
ANALOG DEVICES INC. COM 032654105 24,521 285,691 SH   SOLE   285,691 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105 13,294 497,540 SH   SOLE   497,540 0 0
ARISTA NETWORKS INC COM 040413106 49,233 233,663 SH   SOLE   233,663 0 0
ASTELLAS PHARMA INC. ADR 04623U102 2,166 169,589 SH   SOLE   169,589 0 0
ASTRONICS CORP COM 046433108 4,188 137,547 SH   SOLE   137,547 0 0
ATMOS ENERGY CORPORATION COM 049560105 73,062 787,985 SH   SOLE   787,985 0 0
AVALONBAY COMMUNITIES, INC. REIT 053484101 50,433 289,759 SH   SOLE   289,759 0 0
AXA ADR 054536107 2,970 137,775 SH   SOLE   137,775 0 0
AXOS FINANCIAL INC COM 05465C100 3,324 131,993 SH   SOLE   131,993 0 0
BALCHEM CORP COM 057665200 4,605 58,771 SH   SOLE   58,771 0 0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. ADR 05946K101 3,304 624,524 SH   SOLE   624,524 0 0
BANCOLOMBIA S.A. ADR 05968L102 13,976 366,835 SH   SOLE   366,835 0 0
BASF SE ADR 055262505 3,202 185,496 SH   SOLE   185,496 0 0
BEST BUY INC COM 086516101 25,100 473,934 SH   SOLE   473,934 0 0
BHP GROUP LTD ADR 088606108 18,391 380,844 SH   SOLE   380,844 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 16,199 190,243 SH   SOLE   190,243 0 0
BIOTELEMETRY INC COM 090672106 7,886 132,043 SH   SOLE   132,043 0 0
BLOCK(H&R)INC COM 093671105 16,822 663,071 SH   SOLE   663,071 0 0
BNP PARIBAS ADR 05565A202 2,922 129,525 SH   SOLE   129,525 0 0
BRIT AMER TOBACCO ADR 110448107 2,259 70,915 SH   SOLE   70,915 0 0
BRUKER CORPORATION COM 116794108 5,533 185,843 SH   SOLE   185,843 0 0
BURLINGTON STORES INC. COM 122017106 30,735 188,943 SH   SOLE   188,943 0 0
BWX TECHNOLOGIES INC COM 05605H100 23,450 613,385 SH   SOLE   613,385 0 0
CABOT OIL & GAS CO COM 127097103 10,560 472,472 SH   SOLE   472,472 0 0
CAMBREX CORP COM 132011107 3,447 91,297 SH   SOLE   91,297 0 0
CARBONITE INC COM 141337105 4,829 191,189 SH   SOLE   191,189 0 0
CARETRUST REIT INC REIT 14174T107 2,795 151,431 SH   SOLE   151,431 0 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,363 38,269 SH   SOLE   38,269 0 0
CASEYS GEN STORES COM 147528103 16,666 130,064 SH   SOLE   130,064 0 0
CENTENE CORPORATION COM 15135B101 36,633 317,715 SH   SOLE   317,715 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 5,659 130,056 SH   SOLE   130,056 0 0
CHART INDUSTRIES INC COM 16115Q308 3,487 53,628 SH   SOLE   53,628 0 0
CHEESECAKE FACTORY COM 163072101 3,098 71,204 SH   SOLE   71,204 0 0
CMS ENERGY CORPORATION COM 125896100 79,759 1,606,429 SH   SOLE   1,606,429 0 0
CNO FINANCIAL GROUP, INC. COM 12621E103 2,670 179,426 SH   SOLE   179,426 0 0
COCA-COLA HBC AG ADR 191223205 2,073 66,892 SH   SOLE   66,892 0 0
COHEN & STEERS INC COM 19247A100 4,216 122,856 SH   SOLE   122,856 0 0
COMPASS GROUP PLC ADR 20449X401 2,747 130,720 SH   SOLE   130,720 0 0
CONTINENTAL AG ADR 210771200 3,467 251,147 SH   SOLE   251,147 0 0
COUSINS PROPERTIES INCORPORATED REIT 222795106 34,377 4,351,480 SH   SOLE   4,351,480 0 0
CRACKER BARREL OLD COM 22410J106 16,858 105,454 SH   SOLE   105,454 0 0
CREDICORP COM G2519Y108 17,179 77,498 SH   SOLE   77,498 0 0
CSL ADR 12637N204 2,679 41,098 SH   SOLE   41,098 0 0
CUTERA INC COM 232109108 1,545 90,803 SH   SOLE   90,803 0 0
D.R. HORTON, INC. COM 23331A109 4,950 142,802 SH   SOLE   142,802 0 0
DARDEN RESTAURANTS, INC. COM 237194105 20,874 209,030 SH   SOLE   209,030 0 0
DASSAULT SYSTEMES ADR 237545108 1,459 12,311 SH   SOLE   12,311 0 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 4,074 91,418 SH   SOLE   91,418 0 0
DESCARTES SYS GROUP INC COM 249906108 3,323 125,577 SH   SOLE   125,577 0 0
DIAGEO PLC ADR 25243Q205 15,307 107,946 SH   SOLE   107,946 0 0
DIAMONDBACK ENERGY INC COM 25278X109 59,396 640,732 SH   SOLE   640,732 0 0
DNB ASA ADR 23328E106 2,852 178,765 SH   SOLE   178,765 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 39,083 735,064 SH   SOLE   735,064 0 0
DYCOM INDUSTRIES INC. COM 267475101 17,243 319,085 SH   SOLE   319,085 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 2,269 56,311 SH   SOLE   56,311 0 0
EBAY INC. COM 278642103 4,701 167,464 SH   SOLE   167,464 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 9,278 60,574 SH   SOLE   60,574 0 0
ELECTRONICS FOR IMAGING COM 286082102 2,397 96,658 SH   SOLE   96,658 0 0
ELLIE MAE INC COM 28849P100 6,955 110,696 SH   SOLE   110,696 0 0
ENBRIDGE INC COM 29250N105 13,967 449,388 SH   SOLE   449,388 0 0
ENTEGRIS INC COM 29362U104 3,270 117,241 SH   SOLE   117,241 0 0
ENVESTNET INC COM 29404K106 4,401 89,476 SH   SOLE   89,476 0 0
EPLUS INC COM 294268107 3,916 55,025 SH   SOLE   55,025 0 0
EPR PROPERTIES REIT 26884U109 48,642 759,673 SH   SOLE   759,673 0 0
ESSITY AKTIEBOLAG (PUBL) ADR 29729L102 2,656 108,197 SH   SOLE   108,197 0 0
EVERCORE INC COM 29977A105 4,448 62,163 SH   SOLE   62,163 0 0
EVEREST RE GROUP COM G3223R108 28,436 130,584 SH   SOLE   130,584 0 0
EVERGY INC COM 30034W106 86,167 1,517,831 SH   SOLE   1,517,831 0 0
EXPEDIA GROUP INC COM 30212P303 16,136 143,242 SH   SOLE   143,242 0 0
FABRINET COM G3323L100 4,187 81,607 SH   SOLE   81,607 0 0
FANUC CORPORATION ADR 307305102 2,194 144,396 SH   SOLE   144,396 0 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 23,851 1,812,393 SH   SOLE   1,812,393 0 0
FIRSTENERGY CORP. COM 337932107 20,592 548,398 SH   SOLE   548,398 0 0
FOOT LOCKER INC COM 344849104 19,980 375,571 SH   SOLE   375,571 0 0
FRESENIUS SE & CO. KGAA ADR 35804M105 2,641 218,012 SH   SOLE   218,012 0 0
G-III APPAREL GP COM 36237H101 2,912 104,425 SH   SOLE   104,425 0 0
GARMIN LTD COM H2906T109 19,113 301,855 SH   SOLE   301,855 0 0
GENOMIC HEALTH INC COM 37244C101 4,381 68,012 SH   SOLE   68,012 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 767 74,396 SH   SOLE   74,396 0 0
GIVAUDAN SA ADR 37636P108 2,414 52,268 SH   SOLE   52,268 0 0
GPO FIN BANORTE ADR 40052P107 3,794 155,780 SH   SOLE   155,780 0 0
GRAINGER W W INC COM 384802104 29,439 104,259 SH   SOLE   104,259 0 0
GREEN DOT CORP COM 39304D102 4,458 56,066 SH   SOLE   56,066 0 0
GULFPORT ENERGY CORPORATION COM 402635304 740 112,965 SH   SOLE   112,965 0 0
HARRIS CORPORATION COM 413875105 6,689 49,675 SH   SOLE   49,675 0 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 34,069 1,197,941 SH   SOLE   1,197,941 0 0
HEALTHCARE SERVICE COM 421906108 4,045 100,673 SH   SOLE   100,673 0 0
HEALTHEQUITY INC COM 42226A107 4,272 71,612 SH   SOLE   71,612 0 0
HENKEL AG & CO. KGAA ADR 42550U208 16,238 148,893 SH   SOLE   148,893 0 0
HEXCEL CORPORATION COM 428291108 11,508 200,694 SH   SOLE   200,694 0 0
HILLTOP HOLDINGS INC COM 432748101 2,515 141,073 SH   SOLE   141,073 0 0
HILTON GRAND VACATIONS INC COM 43283X105 8,500 322,085 SH   SOLE   322,085 0 0
HMS HOLDINGS CORP COM 40425J101 3,983 141,596 SH   SOLE   141,596 0 0
HOLLYFRONTIER CORPORATION COM 436106108 9,727 190,271 SH   SOLE   190,271 0 0
HORMEL FOODS CORP COM 440452100 13,637 319,511 SH   SOLE   319,511 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 21,590 1,295,162 SH   SOLE   1,295,162 0 0
HUMANA INC. COM 444859102 11,392 39,764 SH   SOLE   39,764 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 6,004 31,548 SH   SOLE   31,548 0 0
IAC INTERACTIVECORP COM 44919P508 23,412 127,905 SH   SOLE   127,905 0 0
ICU MEDICAL INC COM 44930G107 7,777 33,869 SH   SOLE   33,869 0 0
II-VI INCORPORATED COM 902104108 5,304 163,396 SH   SOLE   163,396 0 0
IMPERIAL OIL LTD COM 453038408 2,142 84,579 SH   SOLE   84,579 0 0
IMPINJ INC COM 453204109 1,326 91,123 SH   SOLE   91,123 0 0
INCYTE CORPORATION. COM 45337C102 15,774 248,053 SH   SOLE   248,053 0 0
INPHI CORP COM 45772F107 2,323 72,246 SH   SOLE   72,246 0 0
INSPERITY INC COM 45778Q107 7,601 81,413 SH   SOLE   81,413 0 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 2,763 82,010 SH   SOLE   82,010 0 0
IONIS PHARMACEUTICALS, INC. COM 462222100 20,112 372,029 SH   SOLE   372,029 0 0
IPG PHOTONICS CORP COM 44980X109 4,554 40,197 SH   SOLE   40,197 0 0
IROBOT CORP COM 462726100 4,546 54,290 SH   SOLE   54,290 0 0
J2 GLOBAL, INC. COM 48123V102 5,781 83,322 SH   SOLE   83,322 0 0
JACK HENRY & ASSOC COM 426281101 13,049 103,139 SH   SOLE   103,139 0 0
JAZZ PHARMACEUTICALS PLC COM G50871105 54,686 441,156 SH   SOLE   441,156 0 0
JETBLUE AIRWAYS CORPORATION COM 477143101 28,072 1,747,922 SH   SOLE   1,747,922 0 0
JGC CORP ADR 466140100 2,471 87,612 SH   SOLE   87,612 0 0
KAO CORP ADR 485537401 191 12,848 SH   SOLE   12,848 0 0
KEYCORP COM 493267108 25,720 1,740,197 SH   SOLE   1,740,197 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 56,209 905,428 SH   SOLE   905,428 0 0
KIRBY CORP COM 497266106 12,130 180,080 SH   SOLE   180,080 0 0
KOMATSU LTD ADR 500458401 2,956 137,103 SH   SOLE   137,103 0 0
KUBOTA CORP ADR 501173207 1,989 27,945 SH   SOLE   27,945 0 0
L'OREAL S.A. ADR 502117203 1,963 42,684 SH   SOLE   42,684 0 0
L3 TECHNOLOGIES INC COM 502413107 4,942 28,460 SH   SOLE   28,460 0 0
LAMAR ADVERTISING COMPANY REIT 512816109 15,468 223,594 SH   SOLE   223,594 0 0
LEAR CORPORATION COM 521865204 6,503 52,927 SH   SOLE   52,927 0 0
LENDINGTREE INC COM 52603B107 4,761 21,683 SH   SOLE   21,683 0 0
LGI HOMES INC COM 50187T106 2,758 60,998 SH   SOLE   60,998 0 0
LHC GROUP INC COM 50187A107 5,839 62,197 SH   SOLE   62,197 0 0
LINCOLN NATIONAL CORPORATION COM 534187109 13,914 271,167 SH   SOLE   271,167 0 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 2,557 189,963 SH   SOLE   189,963 0 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 3,855 78,265 SH   SOLE   78,265 0 0
MACQUARIE GROUP LIMITED ADR 55607P204 2,820 36,865 SH   SOLE   36,865 0 0
MADISON SQUARE GARDEN CO COM 55825T103 34,442 128,658 SH   SOLE   128,658 0 0
MARKETAXESS HLDGS COM 57060D108 18,505 87,571 SH   SOLE   87,571 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 8,144 47,387 SH   SOLE   47,387 0 0
MASIMO CORPORATION COM 574795100 58,606 545,828 SH   SOLE   545,828 0 0
MATCH GROUP, INC. COM 57665R106 11,170 261,171 SH   SOLE   261,171 0 0
MEDPACE HLDGS INC COM 58506Q109 3,268 61,750 SH   SOLE   61,750 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 15,316 27,081 SH   SOLE   27,081 0 0
MID-AMERICA APARTMENT COMMUNITIES, INC. REIT 59522J103 94,132 983,617 SH   SOLE   983,617 0 0
MOLINA HEALTHCARE, INC. COM 60855R100 37,969 326,701 SH   SOLE   326,701 0 0
MONRO INC COM 610236101 7,371 107,214 SH   SOLE   107,214 0 0
MTN GROUP LTD ADR 62474M108 1,890 305,441 SH   SOLE   305,441 0 0
MUNICH REINSURANCE ADR 626188106 2,763 126,855 SH   SOLE   126,855 0 0
NESTLE SA/AG ADR 641069406 14,357 177,354 SH   SOLE   177,354 0 0
NEWFIELD EXPLORATION COMPANY COM 651290108 17,182 1,172,058 SH   SOLE   1,172,058 0 0
NEWMONT MINING CORPORATION COM 651639106 18,269 527,245 SH   SOLE   527,245 0 0
NITTO ELECTRIC INDUSTRIAL CO ADR 654802206 2,595 102,708 SH   SOLE   102,708 0 0
NORFOLK SOUTHERN CORPORATION COM 655844108 10,321 69,018 SH   SOLE   69,018 0 0
NOVARTIS AG ADR 66987V109 11,180 130,289 SH   SOLE   130,289 0 0
NOVO-NORDISK AS ADR 670100205 16,392 355,806 SH   SOLE   355,806 0 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 58,320 1,659,169 SH   SOLE   1,659,169 0 0
OMNICELL INC COM 68213N109 8,458 138,113 SH   SOLE   138,113 0 0
ON SEMICONDUCTOR CORP. COM 682189105 6,671 404,071 SH   SOLE   404,071 0 0
ONE GAS, INC. COM 68235P108 46,240 580,902 SH   SOLE   580,902 0 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 25,654 74,505 SH   SOLE   74,505 0 0
ORIX CORPORATION ADR 686330101 2,662 37,206 SH   SOLE   37,206 0 0
OUTFRONT MEDIA INC REIT 69007J106 6,341 349,919 SH   SOLE   349,919 0 0
PALO ALTO NETWORKS INC COM 697435105 31,290 166,126 SH   SOLE   166,126 0 0
PANDORA A/S ADR 698341203 1,327 130,581 SH   SOLE   130,581 0 0
PARSLEY ENERGY INC COM 701877102 18,466 1,155,587 SH   SOLE   1,155,587 0 0
PATTERSON UTI ENEG COM 703481101 9,164 885,372 SH   SOLE   885,372 0 0
PAYCHEX INC COM 704326107 37,411 574,230 SH   SOLE   574,230 0 0
PEGASYSTEMS INC COM 705573103 4,742 99,142 SH   SOLE   99,142 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 5,090 157,733 SH   SOLE   157,733 0 0
PETMED EXPRESS INC COM 716382106 1,925 82,754 SH   SOLE   82,754 0 0
PLEXUS CORP COM 729132100 1,770 34,649 SH   SOLE   34,649 0 0
PORTLAND GENERAL ELECTRIC COMPANY COM 736508847 18,458 402,582 SH   SOLE   402,582 0 0
POWER INTEGRATIONS COM 739276103 3,606 59,140 SH   SOLE   59,140 0 0
PRA GROUP INC COM 69354N106 2,225 91,304 SH   SOLE   91,304 0 0
PRA HEALTH SCIENCES INC COM 69354M108 5,803 63,103 SH   SOLE   63,103 0 0
PROTO LABS INC COM 743713109 7,199 63,826 SH   SOLE   63,826 0 0
PRUDENTIAL PLC ADR 74435K204 18,622 526,489 SH   SOLE   526,489 0 0
PULTE GROUP INC COM 745867101 5,259 202,340 SH   SOLE   202,340 0 0
QTS REALTY TRUST INC REIT 74736A103 2,257 60,912 SH   SOLE   60,912 0 0
RADIANT LOGISTICS COM 75025X100 1,443 339,465 SH   SOLE   339,465 0 0
RALPH LAUREN CORPORATION COM 751212101 13,949 134,824 SH   SOLE   134,824 0 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 38,409 1,291,925 SH   SOLE   1,291,925 0 0
RECKITT BENCK GRP COM 756255204 2,711 177,002 SH   SOLE   177,002 0 0
RED HAT INC COM 756577102 32,837 186,958 SH   SOLE   186,958 0 0
ROCHE HOLDINGS AG ADR 771195104 2,806 90,929 SH   SOLE   90,929 0 0
ROCKWELL AUTOMATION, INC. COM 773903109 27,809 184,799 SH   SOLE   184,799 0 0
ROSS STORES INC COM 778296103 29,157 350,445 SH   SOLE   350,445 0 0
ROYAL DUTCH SHELL PLC ADR 780259107 16,536 275,884 SH   SOLE   275,884 0 0
RYANAIR HOLDINGS PLC ADR 783513203 17,480 245,022 SH   SOLE   245,022 0 0
SANDVIK A/B ADR 800212201 2,986 209,538 SH   SOLE   209,538 0 0
SAP SE ADR 803054204 14,634 147,006 SH   SOLE   147,006 0 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 9,596 150,642 SH   SOLE   150,642 0 0
SEMTECH CORPORATION COM 816850101 7,118 155,183 SH   SOLE   155,183 0 0
SERVICENOW INC COM 81762P102 33,817 189,929 SH   SOLE   189,929 0 0
SIEMENS AG ADR 826197501 1,892 33,993 SH   SOLE   33,993 0 0
SINGAPORE TELECOMMUNICATIONS ADR 82929R304 3,831 178,192 SH   SOLE   178,192 0 0
SIX FLAGS ENTERTAINMENT CORP. COM 83001A102 19,317 347,243 SH   SOLE   347,243 0 0
SKF AB ADR 784375404 296 19,495 SH   SOLE   19,495 0 0
SOUTHWEST AIRLINES CO. COM 844741108 12,968 279,000 SH   SOLE   279,000 0 0
SPIRIT AIRLINES COM 848577102 16,350 282,292 SH   SOLE   282,292 0 0
SPLUNK INC COM 848637104 20,778 198,171 SH   SOLE   198,171 0 0
SPRINT CORPORATION COM 85207U105 32,965 5,664,096 SH   SOLE   5,664,096 0 0
SQUARE INC COM 852234103 10,488 186,986 SH   SOLE   186,986 0 0
STAMPSCOM INC COM 852857200 1,765 11,342 SH   SOLE   11,342 0 0
STONERIDGE INC. COM 86183P102 3,119 126,525 SH   SOLE   126,525 0 0
SUNTRUST BANKS, INC. COM 867914103 7,166 142,060 SH   SOLE   142,060 0 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 27,905 840,017 SH   SOLE   840,017 0 0
SVB FINANCIAL GROUP COM 78486Q101 4,748 25,002 SH   SOLE   25,002 0 0
SYSMEX CORP ADR 87184P109 1,949 81,074 SH   SOLE   81,074 0 0
SYSTEMAX INC COM 871851101 2,975 124,524 SH   SOLE   124,524 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO. ADR 874039100 5,216 141,314 SH   SOLE   141,314 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC. COM 874054109 28,611 277,942 SH   SOLE   277,942 0 0
TAPESTRY INC COM 876030107 3,475 102,967 SH   SOLE   102,967 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 7,932 38,308 SH   SOLE   38,308 0 0
TELEFLEX INCORPORATED COM 879369106 13,856 53,604 SH   SOLE   53,604 0 0
TENNECO INC. COM 880349105 5,811 212,142 SH   SOLE   212,142 0 0
TEXAS ROADHOUSE COM 882681109 13,656 228,751 SH   SOLE   228,751 0 0
TEXTRON INC. COM 883203101 16,893 367,317 SH   SOLE   367,317 0 0
THE CLOROX COMPANY COM 189054109 12,583 81,635 SH   SOLE   81,635 0 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 36,031 308,566 SH   SOLE   308,566 0 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 14,291 321,496 SH   SOLE   321,496 0 0
THE TRADE DESK INC COM 88339J105 6,232 53,699 SH   SOLE   53,699 0 0
THOR INDUSTRIES COM 885160101 3,103 59,667 SH   SOLE   59,667 0 0
TOKYO ELECTRON LTD ADR 889110102 3,264 114,459 SH   SOLE   114,459 0 0
TOTAL S.A. ADR 89151E109 2,892 55,431 SH   SOLE   55,431 0 0
TRACTOR SUPPLY CO COM 892356106 23,241 278,538 SH   SOLE   278,538 0 0
TURKIYE GARANTI BANKASI A.S. ADR 900148701 6,290 4,204,273 SH   SOLE   4,204,273 0 0
TYSON FOODS, INC. COM 902494103 5,389 100,912 SH   SOLE   100,912 0 0
ULTA BEAUTY INC COM 90384S303 15,546 63,494 SH   SOLE   63,494 0 0
UMPQUA HOLDINGS CO COM 904214103 16,558 1,041,402 SH   SOLE   1,041,402 0 0
UNILEVER PLC ADR 904767704 288 5,514 SH   SOLE   5,514 0 0
UNITED RENTALS, INC. COM 911363109 18,027 175,817 SH   SOLE   175,817 0 0
UNIVERSAL DISPLAY COM 91347P105 10,610 113,395 SH   SOLE   113,395 0 0
US PHYSICAL THERAP COM 90337L108 6,940 67,808 SH   SOLE   67,808 0 0
VAIL RESORTS, INC. COM 91879Q109 15,061 71,442 SH   SOLE   71,442 0 0
VAREX IMAGING CORPORATION COM 92214X106 2,125 89,750 SH   SOLE   89,750 0 0
VIRTUSA CORP COM 92827P102 3,000 70,435 SH   SOLE   70,435 0 0
VOLKSWAGEN AKTIENGESELLSCHAFT ADR 928662600 3,810 239,608 SH   SOLE   239,608 0 0
VOYA FINANCIAL INC COM 929089100 48,108 1,198,493 SH   SOLE   1,198,493 0 0
VULCAN MATERIALS COMPANY COM 929160109 14,302 144,752 SH   SOLE   144,752 0 0
W.R. BERKLEY CORPORATION COM 084423102 45,440 614,799 SH   SOLE   614,799 0 0
WAGEWORKS INC COM 930427109 2,408 88,658 SH   SOLE   88,658 0 0
WAL-MART DE MEXICO ADR 93114W107 15,499 610,718 SH   SOLE   610,718 0 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 67,361 972,578 SH   SOLE   972,578 0 0
WHITE MOUNTNS INSU COM G9618E107 20,356 23,734 SH   SOLE   23,734 0 0
WOODSIDE PETROLEUM LTD. ADR 980228308 2,389 108,370 SH   SOLE   108,370 0 0
WORKDAY INC COM 98138H101 20,621 129,142 SH   SOLE   129,142 0 0
WPP PLC ADR 92937A102 2,723 49,694 SH   SOLE   49,694 0 0
WPX ENERGY INC COM 98212B103 9,949 876,534 SH   SOLE   876,534 0 0
XCEL ENERGY INC COM 98389B100 83,184 1,688,333 SH   SOLE   1,688,333 0 0
XILINX INC. COM 983919101 44,199 518,956 SH   SOLE   518,956 0 0
XYLEM, INC. COM 98419M100 24,023 360,057 SH   SOLE   360,057 0 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 51,773 325,143 SH   SOLE   325,143 0 0