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 3,428 647,562 SH   SOLE   647,562 0 0
ABB LIMITED ADR 000375204 2,070 105,256 SH   SOLE   105,256 0 0
ABIOMED INC COM 003654100 29,438 165,487 SH   SOLE   165,487 0 0
ACUITY BRANDS, INC. COM 00508Y102 6,126 45,446 SH   SOLE   45,446 0 0
ADECCO GROUP AG ADR 006754204 3,694 133,415 SH   SOLE   133,415 0 0
ADVANCED MICRO DEVICES, INC. COM 007903107 41,744 1,439,929 SH   SOLE   1,439,929 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 20,677 409,361 SH   SOLE   409,361 0 0
AFLAC INCORPORATED COM 001055102 18,296 349,700 SH   SOLE   349,700 0 0
AGCO CORPORATION COM 001084102 21,144 279,319 SH   SOLE   279,319 0 0
AGNC INVESTMENT CORP REIT 00123Q104 110,704 6,880,298 SH   SOLE   6,880,298 0 0
AGNICO EAGLE MINES LTD COM 008474108 10,032 187,129 SH   SOLE   187,129 0 0
AIR LIQUIDE S.A.(L') ADR 009126202 2,711 95,191 SH   SOLE   95,191 0 0
ALASKA AIR GROUP, INC. COM 011659109 19,818 305,310 SH   SOLE   305,310 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 9,741 108,039 SH   SOLE   108,039 0 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 17,979 771,186 SH   SOLE   771,186 0 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 11,022 234,265 SH   SOLE   234,265 0 0
ALLY FINANCIAL INC. COM 02005N100 30,280 913,149 SH   SOLE   913,149 0 0
AMBARELLA INC COM G037AX101 6,914 110,040 SH   SOLE   110,040 0 0
AMERCO COM 023586100 21,852 56,026 SH   SOLE   56,026 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 34,289 2,113,980 SH   SOLE   2,113,980 0 0
AMERICAN WATER WOR COM 030420103 50,928 409,950 SH   SOLE   409,950 0 0
AMERICOLD REALTY T REIT 03064D108 69,565 1,876,582 SH   SOLE   1,876,582 0 0
AMN HEALTHCARE SVS COM 001744101 9,071 157,584 SH   SOLE   157,584 0 0
ANALOG DEVICES INC. COM 032654105 21,316 190,777 SH   SOLE   190,777 0 0
APERGY CORP COM 03755L104 4,628 171,103 SH   SOLE   171,103 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105 36,981 880,929 SH   SOLE   880,929 0 0
ARISTA NETWORKS INC COM 040413106 35,615 149,065 SH   SOLE   149,065 0 0
ASPEN TECHNOLOGY, INC. COM 045327103 7,152 58,105 SH   SOLE   58,105 0 0
ASTELLAS PHARMA INC. ADR 04623U102 3,704 260,199 SH   SOLE   260,199 0 0
ASTRONICS CORP COM 046433108 6,001 204,242 SH   SOLE   204,242 0 0
ATMOS ENERGY CORPORATION COM 049560105 69,336 608,795 SH   SOLE   608,795 0 0
ATOS SE ADR 04962A105 244 17,320 SH   SOLE   17,320 0 0
AVALONBAY COMMUNITIES, INC. REIT 053484101 44,404 206,212 SH   SOLE   206,212 0 0
AXA ADR 054536107 3,514 137,557 SH   SOLE   137,557 0 0
AXOS FINANCIAL INC COM 05465C100 5,410 195,650 SH   SOLE   195,650 0 0
BALCHEM CORP COM 057665200 8,636 87,068 SH   SOLE   87,068 0 0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. ADR 05946K101 3,531 678,993 SH   SOLE   678,993 0 0
BANCOLOMBIA S.A. ADR 05968L102 17,352 350,901 SH   SOLE   350,901 0 0
BASF SE ADR 055262505 2,239 128,129 SH   SOLE   128,129 0 0
BEST BUY INC COM 086516101 18,530 268,591 SH   SOLE   268,591 0 0
BHP GROUP LTD ADR 088606108 16,902 342,286 SH   SOLE   342,286 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 7,815 115,944 SH   SOLE   115,944 0 0
BIOTELEMETRY INC COM 090672106 7,879 193,454 SH   SOLE   193,454 0 0
BLUCORA, INC. COM 095229100 4,470 206,553 SH   SOLE   206,553 0 0
BNP PARIBAS ADR 05565A202 3,445 141,463 SH   SOLE   141,463 0 0
BRIT AMER TOBACCO ADR 110448107 3,322 90,028 SH   SOLE   90,028 0 0
BROWN & BROWN INC COM 115236101 69,607 1,930,315 SH   SOLE   1,930,315 0 0
BRUKER CORPORATION COM 116794108 11,527 262,400 SH   SOLE   262,400 0 0
BURLINGTON STORES INC. COM 122017106 23,433 117,273 SH   SOLE   117,273 0 0
BWX TECHNOLOGIES INC COM 05605H100 34,922 610,415 SH   SOLE   610,415 0 0
CABOT OIL & GAS CO COM 127097103 19,611 1,116,153 SH   SOLE   1,116,153 0 0
CANADIAN NAT RES LTD COM 136385101 237 8,916 SH   SOLE   8,916 0 0
CARBONITE INC COM 141337105 5,213 336,522 SH   SOLE   336,522 0 0
CARETRUST REIT INC REIT 14174T107 5,269 224,176 SH   SOLE   224,176 0 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 2,948 57,073 SH   SOLE   57,073 0 0
CASEYS GEN STORES COM 147528103 85,300 529,288 SH   SOLE   529,288 0 0
CENTENE CORPORATION COM 15135B101 18,385 424,986 SH   SOLE   424,986 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 20,433 415,301 SH   SOLE   415,301 0 0
CHART INDUSTRIES INC COM 16115Q308 7,451 119,478 SH   SOLE   119,478 0 0
CHEESECAKE FACTORY COM 163072101 4,910 117,811 SH   SOLE   117,811 0 0
CHIPOTLE MEXICAN G COM 169656105 24,662 29,343 SH   SOLE   29,343 0 0
CMS ENERGY CORPORATION COM 125896100 76,635 1,198,363 SH   SOLE   1,198,363 0 0
CNO FINANCIAL GROUP, INC. COM 12621E103 4,031 254,634 SH   SOLE   254,634 0 0
COCA-COLA HBC AG ADR 191223205 2,895 88,917 SH   SOLE   88,917 0 0
COHEN & STEERS INC COM 19247A100 9,997 182,002 SH   SOLE   182,002 0 0
COMPASS GROUP PLC ADR 20449X401 3,313 128,468 SH   SOLE   128,468 0 0
CONTINENTAL AG ADR 210771200 3,206 249,812 SH   SOLE   249,812 0 0
COPART INC COM 217204106 30,835 383,854 SH   SOLE   383,854 0 0
CORE LABORATORIES COM N22717107 3,487 74,805 SH   SOLE   74,805 0 0
COUSINS PROPERTIES INCORPORATED REIT 222795502 41,470 1,103,221 SH   SOLE   1,103,221 0 0
CRACKER BARREL OLD COM 22410J106 6,411 39,417 SH   SOLE   39,417 0 0
CREDICORP COM G2519Y108 17,648 84,666 SH   SOLE   84,666 0 0
CSL ADR 12637N204 3,013 38,235 SH   SOLE   38,235 0 0
D.R. HORTON, INC. COM 23331A109 22,279 422,678 SH   SOLE   422,678 0 0
DARDEN RESTAURANTS, INC. COM 237194105 35,253 298,198 SH   SOLE   298,198 0 0
DASSAULT SYSTEMES ADR 237545108 1,994 13,990 SH   SOLE   13,990 0 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 5,342 137,141 SH   SOLE   137,141 0 0
DESCARTES SYS GROUP INC COM 249906108 7,525 186,678 SH   SOLE   186,678 0 0
DIAGEO PLC ADR 25243Q205 15,007 91,774 SH   SOLE   91,774 0 0
DNB ASA ADR 23328E106 3,884 220,246 SH   SOLE   220,246 0 0
DOCUSIGN INC COM 256163106 67,705 1,093,426 SH   SOLE   1,093,426 0 0
DOLLAR GENERAL CORPORATION COM 256677105 95,716 602,213 SH   SOLE   602,213 0 0
DYCOM INDUSTRIES, INC. COM 267475101 6,029 118,105 SH   SOLE   118,105 0 0
EAGLE MATERIALS INC. COM 26969P108 28,151 312,754 SH   SOLE   312,754 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 5,168 91,350 SH   SOLE   91,350 0 0
EBAY INC. COM 278642103 29,288 751,368 SH   SOLE   751,368 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 20,802 94,592 SH   SOLE   94,592 0 0
ENBRIDGE INC COM 29250N105 12,267 349,691 SH   SOLE   349,691 0 0
ENTEGRIS INC COM 29362U104 8,173 173,682 SH   SOLE   173,682 0 0
ENVESTNET INC COM 29404K106 7,542 133,007 SH   SOLE   133,007 0 0
EPLUS INC COM 294268107 6,060 79,646 SH   SOLE   79,646 0 0
EPR PROPERTIES REIT 26884U109 56,052 729,276 SH   SOLE   729,276 0 0
ESSITY AKTIEBOLAG (PUBL) ADR 29729L102 3,425 117,219 SH   SOLE   117,219 0 0
EVERCORE INC COM 29977A105 29,543 368,832 SH   SOLE   368,832 0 0
EVEREST RE GROUP COM G3223R108 37,908 142,464 SH   SOLE   142,464 0 0
EXPEDIA GROUP INC COM 30212P303 8,334 62,006 SH   SOLE   62,006 0 0
FABRINET COM G3323L100 7,346 140,454 SH   SOLE   140,454 0 0
FANUC CORPORATION ADR 307305102 1,937 102,900 SH   SOLE   102,900 0 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 20,513 1,266,222 SH   SOLE   1,266,222 0 0
FLEETCOR TECHNOLO COM 339041105 44,665 155,745 SH   SOLE   155,745 0 0
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 28,538 557,928 SH   SOLE   557,928 0 0
FORWARD AIR CORPN COM 349853101 5,990 94,000 SH   SOLE   94,000 0 0
FRESENIUS SE & CO. KGAA ADR 35804M105 3,032 259,350 SH   SOLE   259,350 0 0
FTI CONSULTING, INC. COM 302941109 40,564 382,718 SH   SOLE   382,718 0 0
G-III APPAREL GP COM 36237H101 3,998 155,160 SH   SOLE   155,160 0 0
GENERAC HLDGS COM 368736104 40,399 515,693 SH   SOLE   515,693 0 0
GILDAN ACTIVEWEAR INC COM 375916103 206 5,815 SH   SOLE   5,815 0 0
GIVAUDAN SA ADR 37636P108 2,786 49,893 SH   SOLE   49,893 0 0
GPO FIN BANORTE ADR 40052P107 4,273 158,626 SH   SOLE   158,626 0 0
GRAINGER W W INC COM 384802104 10,712 36,049 SH   SOLE   36,049 0 0
GREEN DOT CORP COM 39304D102 2,505 99,203 SH   SOLE   99,203 0 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 25,899 773,104 SH   SOLE   773,104 0 0
HEALTHCARE SERVICE COM 421906108 4,176 171,918 SH   SOLE   171,918 0 0
HEALTHEQUITY INC COM 42226A107 6,817 119,285 SH   SOLE   119,285 0 0
HENKEL AG & CO. KGAA ADR 42550U208 14,226 574,830 SH   SOLE   574,830 0 0
HEXCEL CORPORATION COM 428291108 32,032 390,011 SH   SOLE   390,011 0 0
HILLTOP HOLDINGS INC COM 432748101 5,049 211,337 SH   SOLE   211,337 0 0
HMS HOLDINGS CORP COM 40425J101 7,176 208,210 SH   SOLE   208,210 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 35,201 2,035,919 SH   SOLE   2,035,919 0 0
HUMANA INC. COM 444859102 8,915 34,869 SH   SOLE   34,869 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 19,065 90,020 SH   SOLE   90,020 0 0
HUNTSMAN CORPORATION COM 447011107 25,997 1,117,680 SH   SOLE   1,117,680 0 0
IAA Inc COM 449253103 9,306 223,006 SH   SOLE   223,006 0 0
ICU MEDICAL INC COM 44930G107 8,037 50,359 SH   SOLE   50,359 0 0
IDEXX LABORATORIES COM 45168D104 15,434 56,759 SH   SOLE   56,759 0 0
II-VI INCORPORATED COM 902104108 8,563 243,196 SH   SOLE   243,196 0 0
IMPERIAL OIL LTD COM 453038408 3,716 142,757 SH   SOLE   142,757 0 0
IMPINJ INC COM 453204109 4,173 135,353 SH   SOLE   135,353 0 0
INPHI CORP COM 45772F107 6,554 107,358 SH   SOLE   107,358 0 0
INSPERITY INC COM 45778Q107 11,387 115,465 SH   SOLE   115,465 0 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 6,999 122,070 SH   SOLE   122,070 0 0
INTEGER HOLDINGS CORPORATION COM 45826H109 6,166 81,600 SH   SOLE   81,600 0 0
IROBOT CORP COM 462726100 3,907 63,351 SH   SOLE   63,351 0 0
J2 GLOBAL, INC. COM 48123V102 10,995 121,064 SH   SOLE   121,064 0 0
JACK HENRY & ASSOC COM 426281101 11,754 80,520 SH   SOLE   80,520 0 0
JETBLUE AIRWAYS CORPORATION COM 477143101 13,227 789,701 SH   SOLE   789,701 0 0
JGC CORP ADR 466140100 3,068 117,325 SH   SOLE   117,325 0 0
KANSAS CITY SOUTHERN COM 485170302 41,500 312,008 SH   SOLE   312,008 0 0
KERING S.A. ADR 492089107 3,035 59,538 SH   SOLE   59,538 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 20,123 206,919 SH   SOLE   206,919 0 0
KIRBY CORP COM 497266106 6,117 74,448 SH   SOLE   74,448 0 0
KIRKLAND LAKE GO COM 49741E100 58,287 1,301,051 SH   SOLE   1,301,051 0 0
KNIGHT SWIFT TRANSN HOLDINGS INC COM 499049104 18,266 503,188 SH   SOLE   503,188 0 0
KOMATSU LTD ADR 500458401 3,629 158,483 SH   SOLE   158,483 0 0
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. COM 50077B207 6,107 328,405 SH   SOLE   328,405 0 0
KUBOTA CORP ADR 501173207 2,968 39,247 SH   SOLE   39,247 0 0
L'OREAL S.A. ADR 502117203 2,614 46,662 SH   SOLE   46,662 0 0
L3Harris Technologies Inc COM 502431109 51,848 248,503 SH   SOLE   248,503 0 0
LAMAR ADVERTISING COMPANY REIT 512816109 18,479 225,552 SH   SOLE   225,552 0 0
LEAR CORPORATION COM 521865204 20,616 174,859 SH   SOLE   174,859 0 0
LENDINGTREE INC COM 52603B107 41,637 134,126 SH   SOLE   134,126 0 0
LGI HOMES INC COM 50187T106 8,134 97,621 SH   SOLE   97,621 0 0
LHC GROUP INC COM 50187A107 10,497 92,433 SH   SOLE   92,433 0 0
LINCOLN NATIONAL CORPORATION COM 534187109 42,805 709,640 SH   SOLE   709,640 0 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 4,953 295,533 SH   SOLE   295,533 0 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 3,917 59,043 SH   SOLE   59,043 0 0
LULULEMON ATHLETIC COM 550021109 28,890 150,052 SH   SOLE   150,052 0 0
MARATHON PETROLEUM COMPANY COM 56585A102 27,743 456,672 SH   SOLE   456,672 0 0
MARSH & MCLENNAN COMPANIES, INC. COM 571748102 75,018 749,809 SH   SOLE   749,809 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 32,339 117,981 SH   SOLE   117,981 0 0
MASCO CORPORATION COM 574599106 15,773 378,425 SH   SOLE   378,425 0 0
MASIMO CORPORATION COM 574795100 30,980 208,216 SH   SOLE   208,216 0 0
MATCH GROUP, INC. COM 57665R106 12,173 170,391 SH   SOLE   170,391 0 0
MEDPACE HOLDINGS INC. COM 58506Q109 8,253 98,199 SH   SOLE   98,199 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 15,840 22,487 SH   SOLE   22,487 0 0
MID-AMERICA APARTMENT COMMUNITIES, INC. REIT 59522J103 78,873 606,670 SH   SOLE   606,670 0 0
MOLINA HEALTHCARE, INC. COM 60855R100 14,295 130,282 SH   SOLE   130,282 0 0
MONOLITHIC PWR SYS COM 609839105 9,174 58,950 SH   SOLE   58,950 0 0
MONRO INC COM 610236101 12,591 159,363 SH   SOLE   159,363 0 0
MOODYS CORP COM 615369105 10,062 49,122 SH   SOLE   49,122 0 0
MOTOROLA SOLUTIONS INC COM 620076307 29,470 172,937 SH   SOLE   172,937 0 0
MTN GROUP LTD ADR 62474M108 1,587 249,894 SH   SOLE   249,894 0 0
MUNICH REINSURANCE ADR 626188106 3,058 118,158 SH   SOLE   118,158 0 0
NESTLE SA/AG ADR 641069406 13,799 127,071 SH   SOLE   127,071 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 14,136 372,772 SH   SOLE   372,772 0 0
NITTO ELECTRIC INDUSTRIAL CO ADR 654802206 3,008 124,957 SH   SOLE   124,957 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COM G66721104 39,912 770,952 SH   SOLE   770,952 0 0
NOVARTIS AG ADR 66987V109 12,297 141,513 SH   SOLE   141,513 0 0
NOVO NORDISK A/S ADR 670100205 16,037 310,195 SH   SOLE   310,195 0 0
OLD DOMINION FGHT COM 679580100 9,100 53,540 SH   SOLE   53,540 0 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 41,858 1,001,621 SH   SOLE   1,001,621 0 0
OMNICELL INC COM 68213N109 13,107 181,366 SH   SOLE   181,366 0 0
ONE GAS, INC. COM 68235P108 48,313 502,683 SH   SOLE   502,683 0 0
ONEOK INC. COM 682680103 44,621 605,523 SH   SOLE   605,523 0 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 12,691 31,845 SH   SOLE   31,845 0 0
ORIX CORPORATION ADR 686330101 3,665 48,772 SH   SOLE   48,772 0 0
OWENS CORNING COM 690742101 23,401 370,271 SH   SOLE   370,271 0 0
PARSLEY ENERGY INC COM 701877102 7,160 426,182 SH   SOLE   426,182 0 0
PATTERSON UTI ENEG COM 703481101 25,988 3,039,548 SH   SOLE   3,039,548 0 0
PAYCHEX INC COM 704326107 15,261 184,378 SH   SOLE   184,378 0 0
PEGASYSTEMS INC COM 705573103 9,730 142,984 SH   SOLE   142,984 0 0
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 10,789 234,488 SH   SOLE   234,488 0 0
PERSIMMON ADR 715318101 335 6,269 SH   SOLE   6,269 0 0
PETMED EXPRESS INC COM 716382106 2,210 122,636 SH   SOLE   122,636 0 0
PIONEER NATURAL RESOURCES COMPANY COM 723787107 15,949 126,810 SH   SOLE   126,810 0 0
PLANET FITNESS INCORPORATION COM 72703H101 23,796 411,205 SH   SOLE   411,205 0 0
PLEXUS CORP COM 729132100 6,064 97,013 SH   SOLE   97,013 0 0
PORTLAND GENERAL ELECTRIC COMPANY COM 736508847 34,999 620,886 SH   SOLE   620,886 0 0
POWER INTEGRATIONS COM 739276103 7,958 87,999 SH   SOLE   87,999 0 0
PRA GROUP INC COM 69354N106 4,567 135,169 SH   SOLE   135,169 0 0
PRA HEALTH SCIENCES INC COM 69354M108 9,307 93,795 SH   SOLE   93,795 0 0
PROOFPOINT, INC. COM 743424103 22,261 172,497 SH   SOLE   172,497 0 0
PROTO LABS INC COM 743713109 9,649 94,507 SH   SOLE   94,507 0 0
PRUDENTIAL PLC ADR 74435K204 19,555 537,384 SH   SOLE   537,384 0 0
PULTE GROUP INC COM 745867101 18,194 497,776 SH   SOLE   497,776 0 0
QTS REALTY TRUST INC REIT 74736A103 5,380 104,643 SH   SOLE   104,643 0 0
QUALYS INC COM 74758T303 5,701 75,435 SH   SOLE   75,435 0 0
QUIDEL CORPORATION COM 74838J101 5,723 93,288 SH   SOLE   93,288 0 0
RADIANT LOGISTICS COM 75025X100 2,645 511,561 SH   SOLE   511,561 0 0
RALPH LAUREN CORPORATION COM 751212101 6,520 68,296 SH   SOLE   68,296 0 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 30,553 863,812 SH   SOLE   863,812 0 0
REALPAGE INC COM 75606N109 21,506 342,123 SH   SOLE   342,123 0 0
RECKITT BENCK GRP ADR 756255204 3,073 196,550 SH   SOLE   196,550 0 0
ROBERT HALF INTL COM 770323103 11,369 204,262 SH   SOLE   204,262 0 0
ROCHE HOLDINGS AG ADR 771195104 3,521 96,713 SH   SOLE   96,713 0 0
ROSS STORES INC COM 778296103 35,001 318,624 SH   SOLE   318,624 0 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 24,166 223,076 SH   SOLE   223,076 0 0
ROYAL DUTCH SHELL PLC ADR 780259107 17,172 286,680 SH   SOLE   286,680 0 0
RYANAIR HOLDINGS PLC ADR 783513203 19,129 288,178 SH   SOLE   288,178 0 0
SANDVIK A/B ADR 800212201 3,471 222,569 SH   SOLE   222,569 0 0
SAP SE ADR 803054204 12,674 107,527 SH   SOLE   107,527 0 0
SEMTECH CORPORATION COM 816850101 10,836 222,920 SH   SOLE   222,920 0 0
SERVICENOW INC COM 81762P102 24,222 95,417 SH   SOLE   95,417 0 0
SIEMENS AG ADR 826197501 2,642 49,325 SH   SOLE   49,325 0 0
SINGAPORE TELECOMMUNICATIONS ADR 82929R304 3,775 168,387 SH   SOLE   168,387 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 40,923 516,383 SH   SOLE   516,383 0 0
SPIRIT AIRLINES COM 848577102 27,028 744,570 SH   SOLE   744,570 0 0
SPLUNK INC COM 848637104 43,964 373,019 SH   SOLE   373,019 0 0
SPRINT CORPORATION COM 85207U105 16,293 2,640,614 SH   SOLE   2,640,614 0 0
STONERIDGE INC. COM 86183P102 6,400 206,657 SH   SOLE   206,657 0 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 14,090 512,735 SH   SOLE   512,735 0 0
SYNOVUS FINANCIAL CORP. COM 87161C501 39,191 1,095,944 SH   SOLE   1,095,944 0 0
SYSMEX CORP ADR 87184P109 2,589 77,371 SH   SOLE   77,371 0 0
SYSTEMAX INC COM 871851101 5,443 247,274 SH   SOLE   247,274 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO. ADR 874039100 5,869 126,275 SH   SOLE   126,275 0 0
TELEFLEX INCORPORATED COM 879369106 31,634 93,110 SH   SOLE   93,110 0 0
TEXTRON INC. COM 883203101 17,996 367,564 SH   SOLE   367,564 0 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 18,734 138,220 SH   SOLE   138,220 0 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 13,576 223,990 SH   SOLE   223,990 0 0
THE TIMKEN COMPANY COM 887389104 24,331 559,215 SH   SOLE   559,215 0 0
THOR INDUSTRIES COM 885160101 12,695 224,143 SH   SOLE   224,143 0 0
TOKYO ELECTRON LTD ADR 889110102 3,750 78,830 SH   SOLE   78,830 0 0
TOTAL S.A. ADR 89151E109 3,373 64,869 SH   SOLE   64,869 0 0
TPI COMPOSITES INC COM 87266J104 5,703 304,137 SH   SOLE   304,137 0 0
TRACTOR SUPPLY CO COM 892356106 19,531 215,956 SH   SOLE   215,956 0 0
TWITTER INC COM 90184L102 19,668 477,383 SH   SOLE   477,383 0 0
TYSON FOODS, INC. COM 902494103 26,368 306,103 SH   SOLE   306,103 0 0
UMPQUA HOLDINGS CO COM 904214103 8,751 531,638 SH   SOLE   531,638 0 0
UNICHARM CORP ADR 90460M204 166 26,242 SH   SOLE   26,242 0 0
UNITED OVERSEAS BANK LIMITED ADR 911271302 3,610 97,283 SH   SOLE   97,283 0 0
UNITED RENTALS, INC. COM 911363109 33,556 269,221 SH   SOLE   269,221 0 0
UNIVERSAL DISPLAY COM 91347P105 8,894 52,970 SH   SOLE   52,970 0 0
US PHYSICAL THERAP COM 90337L108 12,724 97,463 SH   SOLE   97,463 0 0
VAIL RESORTS, INC. COM 91879Q109 20,607 90,557 SH   SOLE   90,557 0 0
VALERO ENERGY CORPORATION COM 91913Y100 21,667 254,186 SH   SOLE   254,186 0 0
VAREX IMAGING CORPORATION COM 92214X106 4,387 153,697 SH   SOLE   153,697 0 0
VERINT SYSTEMS INC COM 92343X100 4,583 107,121 SH   SOLE   107,121 0 0
VIRTUSA CORP COM 92827P102 5,227 145,119 SH   SOLE   145,119 0 0
VOLKSWAGEN AKTIENGESELLSCHAFT ADR 928662600 4,647 270,257 SH   SOLE   270,257 0 0
VOYA FINANCIAL INC COM 929089100 33,206 609,962 SH   SOLE   609,962 0 0
VULCAN MATERIALS COMPANY COM 929160109 36,326 240,186 SH   SOLE   240,186 0 0
W.R. BERKLEY CORPORATION COM 084423102 38,189 528,712 SH   SOLE   528,712 0 0
WAL-MART DE MEXICO ADR 93114W107 15,126 510,587 SH   SOLE   510,587 0 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 149,431 1,571,307 SH   SOLE   1,571,307 0 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 14,776 225,517 SH   SOLE   225,517 0 0
WHITE MOUNTNS INSU COM G9618E107 24,101 22,316 SH   SOLE   22,316 0 0
WOODSIDE PETROLEUM LTD. ADR 980228308 2,513 115,083 SH   SOLE   115,083 0 0
WORKDAY INC COM 98138H101 8,417 49,522 SH   SOLE   49,522 0 0
WPP PLC ADR 92937A102 3,137 50,119 SH   SOLE   50,119 0 0
XCEL ENERGY INC COM 98389B100 12,939 199,398 SH   SOLE   199,398 0 0
XILINX INC. COM 983919101 22,872 238,494 SH   SOLE   238,494 0 0
XYLEM, INC. COM 98419M100 37,311 468,613 SH   SOLE   468,613 0 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 41,587 201,518 SH   SOLE   201,518 0 0
ZYNGA INC COM 98986T108 40,665 6,987,079 SH   SOLE   6,987,079 0 0