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 3,164 521,771 SH   SOLE   521,771 0 0
ABB LIMITED ADR 000375204 2,474 109,641 SH   SOLE   109,641 0 0
ABIOMED INC COM 003654100 29,304 121,312 SH   SOLE   121,312 0 0
ADECCO GROUP AG ADR 006754204 3,626 154,283 SH   SOLE   154,283 0 0
ADVANCED MICRO DEVICES, INC. COM 007903107 19,094 362,932 SH   SOLE   362,932 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 12,351 311,569 SH   SOLE   311,569 0 0
AFLAC INCORPORATED COM 001055102 15,910 441,578 SH   SOLE   441,578 0 0
AGCO CORPORATION COM 001084102 11,898 214,528 SH   SOLE   214,528 0 0
AGNC INVESTMENT CORP REIT 00123Q104 20,466 1,586,526 SH   SOLE   1,586,526 0 0
AGNICO EAGLE MINES LTD COM 008474108 22,172 346,109 SH   SOLE   346,109 0 0
AGREE REALTY CORP REIT 008492100 15,337 233,406 SH   SOLE   233,406 0 0
AIR LIQUIDE S.A.(L') ADR 009126202 2,806 97,273 SH   SOLE   97,273 0 0
ALASKA AIR GROUP, INC. COM 011659109 22,000 606,718 SH   SOLE   606,718 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 5,901 100,514 SH   SOLE 1 61,891 0 38,623
ALBEMARLE CORP COM 012653101 12,644 163,760 SH   SOLE   163,760 0 0
ALIGN TECHNOLOGY I COM 016255101 6,660 24,269 SH   SOLE   24,269 0 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018820100 16,825 819,925 SH   SOLE   819,925 0 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 6,887 187,243 SH   SOLE   187,243 0 0
ALLY FINANCIAL INC. COM 02005N100 39,863 2,010,215 SH   SOLE   2,010,215 0 0
AMBARELLA INC COM G037AX101 4,691 102,420 SH   SOLE 1 63,229 0 39,191
AMERCO COM 023586100 14,723 48,721 SH   SOLE   48,721 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 17,696 1,623,512 SH   SOLE   1,623,512 0 0
AMERICOLD REALTY T REIT 03064D108 22,691 625,095 SH   SOLE   625,095 0 0
AMN HEALTHCARE SVS COM 001744101 7,351 162,496 SH   SOLE 1 100,248 0 62,248
ANALOG DEVICES INC. COM 032654105 12,392 101,047 SH   SOLE   101,047 0 0
APPLIED INDL TECHS COM 03820C105 6,076 97,380 SH   SOLE 1 60,379 0 37,001
ARCH CAPITAL GROUP LTD. COM G0450A105 10,559 368,558 SH   SOLE   368,558 0 0
ARISTA NETWORKS INC COM 040413106 16,117 76,739 SH   SOLE   76,739 0 0
ASTELLAS PHARMA INC. ADR 04623U102 2,823 169,423 SH   SOLE   169,423 0 0
ASTRONICS CORP COM 046433108 2,168 205,259 SH   SOLE 1 126,259 0 79,000
ATMOS ENERGY CORPORATION COM 049560105 30,192 303,197 SH   SOLE   303,197 0 0
ATOS SE ADR 04962A105 260 15,171 SH   SOLE   15,171 0 0
AVALONBAY COMMUNITIES, INC. REIT 053484101 2,862 18,505 SH   SOLE   18,505 0 0
AXA ADR 054536107 4,497 215,247 SH   SOLE   215,247 0 0
AXOS FINANCIAL INC COM 05465C100 3,963 179,504 SH   SOLE 1 109,892 0 69,612
BAKER HUGHES COMPANY COM 05722G100 30,743 1,997,607 SH   SOLE   1,997,607 0 0
BALCHEM CORP COM 057665200 7,623 80,365 SH   SOLE 1 49,520 0 30,845
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. ADR 05946K101 3,276 963,391 SH   SOLE   963,391 0 0
BANCOLOMBIA S.A. ADR 05968L102 16,152 613,916 SH   SOLE   613,916 0 0
BASF SE ADR 055262505 2,368 169,156 SH   SOLE   169,156 0 0
BEST BUY INC COM 086516101 19,013 217,862 SH   SOLE   217,862 0 0
BHP GROUP LTD ADR 088606108 16,867 339,179 SH   SOLE   339,179 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 34,017 275,796 SH   SOLE   275,796 0 0
BIOTELEMETRY INC COM 090672106 8,058 178,304 SH   SOLE 1 109,238 0 69,066
BLACK KNIGHT INC COM 09215C105 10,091 139,069 SH   SOLE   139,069 0 0
BLUCORA, INC. COM 095229100 2,174 190,340 SH   SOLE 1 117,139 0 73,201
BNP PARIBAS ADR 05565A202 3,671 184,363 SH   SOLE   184,363 0 0
BOOKING HOLDINGS INC COM 09857L108 28,014 17,593 SH   SOLE   17,593 0 0
BRIT AMER TOBACCO ADR 110448107 2,765 71,229 SH   SOLE   71,229 0 0
BROWN & BROWN INC COM 115236101 28,919 709,501 SH   SOLE   709,501 0 0
BRUKER CORPORATION COM 116794108 9,265 227,758 SH   SOLE 1 140,280 0 87,478
BRUNSWICK CORPORATION COM 117043109 31,026 484,712 SH   SOLE   484,712 0 0
BWX TECHNOLOGIES INC COM 05605H100 15,166 267,760 SH   SOLE   267,760 0 0
CABOT OIL & GAS CO COM 127097103 7,249 421,919 SH   SOLE   421,919 0 0
CANADIAN NAT RES LTD COM 136385101 442 25,379 SH   SOLE   25,379 0 0
CANTEL MEDCORP COM 138098108 3,588 81,122 SH   SOLE 1 50,282 0 30,840
CARETRUST REIT INC REIT 14174T107 3,558 207,328 SH   SOLE 1 127,604 0 79,724
CARLISLE COMPANIES INCORPORATED COM 142339100 8,487 70,920 SH   SOLE   70,920 0 0
CARNIVAL CORP. COM 143658300 23,163 1,410,676 SH   SOLE   1,410,676 0 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,300 53,533 SH   SOLE 1 33,020 0 20,513
CASEYS GEN STORES COM 147528103 21,199 141,777 SH   SOLE   141,777 0 0
CENTENE CORPORATION COM 15135B101 13,315 209,513 SH   SOLE   209,513 0 0
CENTERPOINT ENERGY INC COM 15189T107 23,273 1,246,544 SH   SOLE   1,246,544 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 6,544 232,556 SH   SOLE   232,556 0 0
CHART INDUSTRIES INC COM 16115Q308 7,032 145,029 SH   SOLE 1 89,367 0 55,662
CHEESECAKE FACTORY COM 163072101 2,515 109,708 SH   SOLE 1 67,370 0 42,338
CHIPOTLE MEXICAN G COM 169656105 17,183 16,328 SH   SOLE   16,328 0 0
CMS ENERGY CORPORATION COM 125896100 19,432 332,625 SH   SOLE   332,625 0 0
CNO FINANCIAL GROUP, INC. COM 12621E103 3,670 235,684 SH   SOLE 1 145,457 0 90,227
COCA-COLA HBC AG ADR 191223205 2,968 117,325 SH   SOLE   117,325 0 0
COHEN & STEERS INC COM 19247A100 11,160 164,002 SH   SOLE 1 100,593 0 63,409
COMPASS GROUP PLC ADR 20449X401 2,956 215,613 SH   SOLE   215,613 0 0
CONTINENTAL AG ADR 210771200 2,762 282,695 SH   SOLE   282,695 0 0
COPART INC COM 217204106 18,524 222,455 SH   SOLE   222,455 0 0
CORE LABORATORIES COM N22717107 1,429 70,346 SH   SOLE 1 43,346 0 27,000
COSTAR GROUP INC COM 22160N109 20,127 28,321 SH   SOLE   28,321 0 0
COUSINS PROPERTIES INCORPORATED REIT 222795502 7,516 251,945 SH   SOLE   251,945 0 0
CRACKER BARREL OLD COM 22410J106 4,083 36,816 SH   SOLE 1 22,683 0 14,133
CREDICORP COM G2519Y108 14,152 105,870 SH   SOLE   105,870 0 0
CSL ADR 12637N204 2,929 29,338 SH   SOLE   29,338 0 0
Crowdstrike Holdings Inc COM 22788C105 75,438 752,197 SH   SOLE   752,197 0 0
D.R. HORTON, INC. COM 23331A109 50,338 907,812 SH   SOLE   907,812 0 0
DARDEN RESTAURANTS, INC. COM 237194105 21,268 280,690 SH   SOLE   280,690 0 0
DARLING INGREDIENTS, INC COM 237266101 12,663 514,353 SH   SOLE   514,353 0 0
DASSAULT SYSTEMES ADR 237545108 1,822 10,531 SH   SOLE   10,531 0 0
DELTA AIR LINES INC COM 247361702 10,080 359,351 SH   SOLE   359,351 0 0
DESCARTES SYS GROUP INC COM 249906108 9,067 171,406 SH   SOLE 1 104,636 0 66,770
DEXCOM INC COM 252131107 7,222 17,815 SH   SOLE   17,815 0 0
DIAGEO PLC ADR 25243Q205 11,662 86,778 SH   SOLE   86,778 0 0
DNB ASA ADR 23328E106 3,324 251,657 SH   SOLE   251,657 0 0
DOCUSIGN INC COM 256163106 29,654 172,197 SH   SOLE   172,197 0 0
DOLLAR GENERAL CORPORATION COM 256677105 21,238 111,478 SH   SOLE   111,478 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 17,866 1,082,805 SH   SOLE   1,082,805 0 0
DYCOM INDUSTRIES, INC. COM 267475101 4,489 109,775 SH   SOLE 1 67,716 0 42,059
EAGLE MATERIALS INC. COM 26969P108 33,782 481,091 SH   SOLE   481,091 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 4,047 84,355 SH   SOLE 1 51,928 0 32,427
EBAY INC. COM 278642103 24,805 472,923 SH   SOLE   472,923 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 20,572 297,675 SH   SOLE   297,675 0 0
ENBRIDGE INC COM 29250N105 9,033 296,957 SH   SOLE   296,957 0 0
ENTEGRIS INC COM 29362U104 8,333 141,110 SH   SOLE 1 86,960 0 54,150
ENVESTNET INC COM 29404K106 8,208 111,606 SH   SOLE 1 68,823 0 42,783
EOG RESOURCES, INC. COM 26875P101 18,828 371,663 SH   SOLE   371,663 0 0
EPLUS INC COM 294268107 5,210 73,713 SH   SOLE 1 45,483 0 28,230
EURONET WORLDWIDE, INC. COM 298736109 7,948 82,944 SH   SOLE   82,944 0 0
EVERCORE INC COM 29977A105 36,756 623,828 SH   SOLE   623,828 0 0
EVEREST RE GROUP COM G3223R108 12,773 61,944 SH   SOLE   61,944 0 0
EVERGY INC COM 30034W106 21,858 368,654 SH   SOLE   368,654 0 0
EXPEDIA GROUP INC COM 30212P303 9,187 111,770 SH   SOLE   111,770 0 0
FABRINET COM G3323L100 6,508 104,257 SH   SOLE 1 64,175 0 40,082
FANUC CORPORATION ADR 307305102 1,294 72,591 SH   SOLE   72,591 0 0
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 55,832 968,468 SH   SOLE   968,468 0 0
FORWARD AIR CORPN COM 349853101 4,390 88,119 SH   SOLE 1 54,392 0 33,727
FRESENIUS SE & CO. KGAA ADR 35804M105 3,039 244,501 SH   SOLE   244,501 0 0
FTI CONSULTING, INC. COM 302941109 26,898 234,817 SH   SOLE   234,817 0 0
G-III APPAREL GP COM 36237H101 1,908 143,583 SH   SOLE 1 87,957 0 55,626
GARMIN LTD COM H2906T109 17,926 183,852 SH   SOLE   183,852 0 0
GENERAC HLDGS COM 368736104 25,611 210,044 SH   SOLE   210,044 0 0
GILDAN ACTIVEWEAR INC COM 375916103 286 18,449 SH   SOLE   18,449 0 0
GIVAUDAN SA ADR 37636P108 2,485 33,144 SH   SOLE   33,144 0 0
GPO FIN BANORTE ADR 40052P107 4,702 271,790 SH   SOLE   271,790 0 0
GRAINGER W W INC COM 384802104 46,551 148,176 SH   SOLE   148,176 0 0
GREEN DOT CORP COM 39304D102 4,518 92,046 SH   SOLE 1 56,757 0 35,289
HALOZYME THERAPEUT COM 40637H109 6,413 239,194 SH   SOLE 1 148,494 0 90,700
HARTFORD FINL SVCS GROUP INC COM 416515104 14,789 383,632 SH   SOLE   383,632 0 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 18,857 643,797 SH   SOLE   643,797 0 0
HEALTHCARE SERVICE COM 421906108 4,982 203,688 SH   SOLE 1 125,626 0 78,062
HEALTHEQUITY INC COM 42226A107 8,656 147,538 SH   SOLE 1 91,338 0 56,200
HENKEL AG & CO. KGAA ADR 42550U208 14,208 608,216 SH   SOLE   608,216 0 0
HENRY SCHEIN, INC. COM 806407102 9,505 162,781 SH   SOLE   162,781 0 0
HEXCEL CORPORATION COM 428291108 20,932 462,889 SH   SOLE   462,889 0 0
HILLTOP HOLDINGS INC COM 432748101 3,582 194,153 SH   SOLE 1 118,125 0 76,028
HMS HOLDINGS CORP COM 40425J101 6,248 192,908 SH   SOLE 1 118,743 0 74,165
HORIZON THERAPEUTICS PLC COM G46188101 65,738 1,182,759 SH   SOLE   1,182,759 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 25,970 2,406,883 SH   SOLE   2,406,883 0 0
HUMANA INC. COM 444859102 10,869 28,031 SH   SOLE   28,031 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 9,464 54,236 SH   SOLE   54,236 0 0
HUNTSMAN CORPORATION COM 447011107 26,193 1,457,618 SH   SOLE   1,457,618 0 0
IAA Inc COM 449253103 2,714 70,354 SH   SOLE   70,354 0 0
IAC INTERACTIVECORP COM 44919P508 4,470 13,821 SH   SOLE   13,821 0 0
ICU MEDICAL INC COM 44930G107 8,642 46,890 SH   SOLE 1 28,940 0 17,950
IDEXX LABORATORIES COM 45168D104 6,574 19,912 SH   SOLE   19,912 0 0
IHS MARKIT LTD COM G47567105 16,347 216,521 SH   SOLE   216,521 0 0
II-VI INCORPORATED COM 902104108 9,222 195,303 SH   SOLE 1 120,361 0 74,942
IMPERIAL OIL LTD COM 453038408 2,844 177,195 SH   SOLE   177,195 0 0
IMPINJ INC COM 453204109 3,442 125,305 SH   SOLE 1 77,187 0 48,118
INPHI CORP COM 45772F107 8,367 71,212 SH   SOLE 1 43,613 0 27,599
INSMED INC COM 457669307 6,474 235,094 SH   SOLE 1 146,101 0 88,993
INSPERITY INC COM 45778Q107 8,010 123,748 SH   SOLE 1 76,145 0 47,603
INSTALLED BUILDING PRODUCTS INC COM 45780R101 7,771 112,978 SH   SOLE 1 69,540 0 43,438
INSULET CORPORATION COM 45784P101 21,915 112,812 SH   SOLE   112,812 0 0
INTEGER HOLDINGS CORPORATION COM 45826H109 6,146 84,140 SH   SOLE 1 51,931 0 32,209
IROBOT CORP COM 462726100 4,948 58,976 SH   SOLE 1 36,215 0 22,761
J2 GLOBAL, INC. COM 48123V102 6,653 105,252 SH   SOLE 1 64,991 0 40,261
JETBLUE AIRWAYS CORPORATION COM 477143101 32,101 2,945,075 SH   SOLE   2,945,075 0 0
JGC HOLDINGS CORPORATION ADR 466140100 2,522 119,685 SH   SOLE   119,685 0 0
KANSAS CITY SOUTHERN COM 485170302 33,808 226,457 SH   SOLE   226,457 0 0
KERING S.A. ADR 492089107 2,764 50,388 SH   SOLE   50,388 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 12,488 123,914 SH   SOLE   123,914 0 0
KIRKLAND LAKE GO COM 49741E100 27,063 656,229 SH   SOLE   656,229 0 0
KLA CORPORATION COM 482480100 28,155 144,773 SH   SOLE   144,773 0 0
KNIGHT SWIFT TRANSN HOLDINGS INC COM 499049104 28,624 686,263 SH   SOLE   686,263 0 0
KOMATSU LTD ADR 500458401 2,682 131,210 SH   SOLE   131,210 0 0
KRATOS DEFENSE & SEC SOLUTIONS INC COM 50077B207 6,540 418,439 SH   SOLE 1 257,599 0 160,840
KUBOTA CORP ADR 501173207 2,833 37,838 SH   SOLE   37,838 0 0
L'OREAL S.A. ADR 502117203 2,710 41,879 SH   SOLE   41,879 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 19,807 116,738 SH   SOLE   116,738 0 0
LAM RESEARCH CORPORATION COM 512807108 13,166 40,705 SH   SOLE   40,705 0 0
LAMAR ADVERTISING COMPANY REIT 512816109 11,286 169,053 SH   SOLE   169,053 0 0
LAMB WESTON HOLDINGS INC COM 513272104 17,140 268,099 SH   SOLE   268,099 0 0
LAS VEGAS SANDS CORP COM 517834107 5,707 125,309 SH   SOLE   125,309 0 0
LEAR CORPORATION COM 521865204 57,169 524,394 SH   SOLE   524,394 0 0
LENDINGTREE INC COM 52603B107 14,559 50,285 SH   SOLE 1 39,346 0 10,939
LGI HOMES INC COM 50187T106 7,998 90,857 SH   SOLE 1 56,101 0 34,756
LHC GROUP INC COM 50187A107 14,003 80,329 SH   SOLE 1 49,508 0 30,821
LINCOLN NATIONAL CORPORATION COM 534187109 18,578 504,987 SH   SOLE   504,987 0 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 2,129 275,833 SH   SOLE 1 169,916 0 105,917
LIVE NATION ENTERTAINMENT, INC. COM 538034109 6,367 143,637 SH   SOLE   143,637 0 0
LULULEMON ATHLETIC COM 550021109 16,501 52,886 SH   SOLE   52,886 0 0
LUMENTUM HOLDINGS INCORPORATION COM 55024U109 33,782 414,859 SH   SOLE   414,859 0 0
MARATHON PETROLEUM COMPANY COM 56585A102 39,258 1,050,241 SH   SOLE   1,050,241 0 0
MARKETAXESS HLDGS COM 57060D108 10,400 20,762 SH   SOLE   20,762 0 0
MARSH & MCLENNAN COMPANIES, INC. COM 571748102 21,606 201,233 SH   SOLE   201,233 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 22,248 107,702 SH   SOLE   107,702 0 0
MARVELL TECH GROUP COM G5876H105 17,044 486,151 SH   SOLE   486,151 0 0
MASCO CORPORATION COM 574599106 7,392 147,226 SH   SOLE   147,226 0 0
MASIMO CORPORATION COM 574795100 16,637 72,973 SH   SOLE   72,973 0 0
MATCH GROUP, INC. COM 57665R106 21,263 198,624 SH   SOLE   198,624 0 0
MEDPACE HOLDINGS INC. COM 58506Q109 9,016 96,925 SH   SOLE 1 59,994 0 36,931
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 12,769 15,851 SH   SOLE   15,851 0 0
MID-AMER APT CMNTYS INC REIT 59522J103 54,981 479,472 SH   SOLE   479,472 0 0
MOLINA HEALTHCARE, INC. COM 60855R100 4,551 25,569 SH   SOLE   25,569 0 0
MONOLITHIC PWR SYS COM 609839105 18,119 76,451 SH   SOLE   76,451 0 0
MONRO INC COM 610236101 7,808 142,122 SH   SOLE 1 87,756 0 54,366
MOODYS CORP COM 615369105 10,230 37,237 SH   SOLE   37,237 0 0
MOTOROLA SOLUTIONS INC COM 620076307 2,762 19,710 SH   SOLE   19,710 0 0
MTN GROUP LTD ADR 62474M108 3,068 989,533 SH   SOLE   989,533 0 0
MUNICH REINSURANCE ADR 626188106 3,164 121,050 SH   SOLE   121,050 0 0
NEOGENOMICS INC COM 64049M209 5,420 174,953 SH   SOLE 1 108,453 0 66,500
NESTLE SA/AG ADR 641069406 13,592 123,072 SH   SOLE   123,072 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 21,194 173,721 SH   SOLE   173,721 0 0
NEWMONT CORPORATION COM 651639106 9,717 157,378 SH   SOLE   157,378 0 0
NITTO ELECTRIC INDUSTRIAL CO ADR 654802206 2,308 81,483 SH   SOLE   81,483 0 0
NORTON LIFELOCK INC COM 668771108 6,701 337,937 SH   SOLE   337,937 0 0
NOVARTIS AG ADR 66987V109 12,613 144,409 SH   SOLE   144,409 0 0
NOVO NORDISK A/S ADR 670100205 12,495 190,828 SH   SOLE   190,828 0 0
NUVASIVE INC. COM 670704105 9,871 177,340 SH   SOLE   177,340 0 0
NXP SEMICONDUCTORS NV COM N6596X109 8,776 76,955 SH   SOLE   76,955 0 0
OLD DOMINION FGHT COM 679580100 3,395 20,018 SH   SOLE   20,018 0 0
OMNICELL INC COM 68213N109 17,461 247,251 SH   SOLE 1 188,085 0 59,166
ON SEMICONDUCTOR CORP. COM 682189105 10,980 554,003 SH   SOLE   554,003 0 0
ONE GAS, INC. COM 68235P108 31,315 406,428 SH   SOLE   406,428 0 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 2,466 5,848 SH   SOLE   5,848 0 0
ORIX CORPORATION ADR 686330101 3,130 50,806 SH   SOLE   50,806 0 0
OWENS CORNING COM 690742101 38,346 687,699 SH   SOLE   687,699 0 0
PAN PACIFIC INTL HLDGS CORP ADR/GDR 69807K105 2,115 95,804 SH   SOLE   95,804 0 0
PAYCHEX INC COM 704326107 19,974 263,681 SH   SOLE   263,681 0 0
PEGASYSTEMS INC COM 705573103 13,432 132,764 SH   SOLE 1 81,691 0 51,073
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 6,357 218,158 SH   SOLE 1 134,575 0 83,583
PERSIMMON ADR 715318101 310 5,451 SH   SOLE   5,451 0 0
PETMED EXPRESS INC COM 716382106 4,054 113,751 SH   SOLE 1 69,730 0 44,021
PLEXUS CORP COM 729132100 6,353 90,037 SH   SOLE 1 55,655 0 34,382
PORTLAND GENERAL ELECTRIC COMPANY COM 736508847 20,834 498,306 SH   SOLE   498,306 0 0
POWER INTEGRATIONS COM 739276103 7,112 60,206 SH   SOLE 1 37,012 0 23,194
PRA GROUP INC COM 69354N106 4,834 125,036 SH   SOLE 1 77,084 0 47,952
PRA HEALTH SCIENCES INC COM 69354M108 8,458 86,935 SH   SOLE 1 53,607 0 33,328
PROLOGIS INC. REIT 74340W103 24,245 259,777 SH   SOLE   259,777 0 0
PROOFPOINT, INC. COM 743424103 3,739 33,648 SH   SOLE   33,648 0 0
PROTO LABS INC COM 743713109 9,913 88,141 SH   SOLE 1 54,436 0 33,705
PRUDENTIAL PLC ADR 74435K204 19,153 630,446 SH   SOLE   630,446 0 0
PULTE GROUP INC COM 745867101 26,192 769,667 SH   SOLE   769,667 0 0
PURE STORAGE INC COM 74624M102 41,009 2,366,335 SH   SOLE   2,366,335 0 0
QTS REALTY TRUST INC REIT 74736A103 6,261 97,695 SH   SOLE 1 60,328 0 37,367
QUALYS INC COM 74758T303 7,250 69,695 SH   SOLE 1 42,952 0 26,743
QUIDEL CORPORATION COM 74838J101 14,222 63,566 SH   SOLE 1 39,122 0 24,444
RADIANT LOGISTICS COM 75025X100 1,864 474,180 SH   SOLE 1 292,876 0 181,304
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 29,934 1,185,968 SH   SOLE   1,185,968 0 0
RECKITT BENCK GRP ADR 756255204 2,886 156,052 SH   SOLE   156,052 0 0
ROBERT HALF INTL COM 770323103 31,347 593,365 SH   SOLE   593,365 0 0
ROCHE HOLDINGS AG ADR 771195104 2,922 67,365 SH   SOLE   67,365 0 0
ROKU INC COM 77543R102 26,775 229,770 SH   SOLE   229,770 0 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 53,629 1,066,192 SH   SOLE   1,066,192 0 0
ROYAL DUTCH SHELL PLC ADR 780259107 13,064 429,030 SH   SOLE   429,030 0 0
RYANAIR HOLDINGS PLC ADR 783513203 11,170 168,377 SH   SOLE   168,377 0 0
SANDVIK A/B ADR 800212201 3,713 199,068 SH   SOLE   199,068 0 0
SAP SE ADR 803054204 12,792 91,373 SH   SOLE   91,373 0 0
SEMTECH CORPORATION COM 816850101 8,910 170,625 SH   SOLE 1 104,742 0 65,883
SERVICENOW INC COM 81762P102 9,377 23,149 SH   SOLE   23,149 0 0
SIEMENS AG ADR 826197501 2,519 42,709 SH   SOLE   42,709 0 0
SINGAPORE TELECOMMUNICATIONS ADR 82929R304 2,911 164,910 SH   SOLE   164,910 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 48,005 375,448 SH   SOLE   375,448 0 0
SPLUNK INC COM 848637104 33,898 170,599 SH   SOLE   170,599 0 0
SPOTIFY TECHNOLOGY S.A. COM L8681T102 26,099 101,085 SH   SOLE   101,085 0 0
STONERIDGE INC. COM 86183P102 3,926 190,049 SH   SOLE 1 116,597 0 73,452
SUPERNUS PHARMACEUTICALS, INC COM 868459108 5,442 229,116 SH   SOLE 1 141,166 0 87,950
SVB FINANCIAL GROUP COM 78486Q101 39,850 184,891 SH   SOLE   184,891 0 0
SYNOVUS FINANCIAL CORP. COM 87161C501 16,866 821,541 SH   SOLE   821,541 0 0
SYSMEX CORP ADR 87184P109 1,899 49,627 SH   SOLE   49,627 0 0
SYSTEMAX INC COM 871851101 4,897 238,429 SH   SOLE 1 146,695 0 91,734
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 5,957 104,938 SH   SOLE   104,938 0 0
TANDEM DIABETES CARE INC COM 875372203 10,250 103,618 SH   SOLE   103,618 0 0
TELADOC HEALTH INC COM 87918A105 20,269 106,211 SH   SOLE   106,211 0 0
TELEFLEX INCORPORATED COM 879369106 23,661 65,006 SH   SOLE   65,006 0 0
TEXAS ROADHOUSE COM 882681109 17,122 325,692 SH   SOLE   325,692 0 0
TEXTRON INC. COM 883203101 9,820 298,403 SH   SOLE   298,403 0 0
THE CLOROX COMPANY COM 189054109 21,383 97,475 SH   SOLE   97,475 0 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 6,948 68,569 SH   SOLE   68,569 0 0
THE TIMKEN COMPANY COM 887389104 16,397 360,451 SH   SOLE   360,451 0 0
THE TRADE DESK INC COM 88339J105 8,691 21,379 SH   SOLE   21,379 0 0
THOR INDUSTRIES COM 885160101 50,657 475,517 SH   SOLE 1 443,701 0 31,816
TOKYO ELECTRON LTD ADR 889110102 3,855 62,384 SH   SOLE   62,384 0 0
TOTAL S.A. ADR 89151E109 2,957 76,885 SH   SOLE   76,885 0 0
TPI COMPOSITES INC COM 87266J104 6,644 284,314 SH   SOLE 1 175,173 0 109,141
TRACTOR SUPPLY CO COM 892356106 9,776 74,175 SH   SOLE   74,175 0 0
TWITTER INC COM 90184L102 4,867 163,376 SH   SOLE   163,376 0 0
TYSON FOODS, INC. COM 902494103 10,364 173,578 SH   SOLE   173,578 0 0
UNICHARM CORP ADR 90460M204 133 16,402 SH   SOLE   16,402 0 0
UNITED OVERSEAS BANK LIMITED ADR 911271302 3,301 112,808 SH   SOLE   112,808 0 0
UNITED RENTALS, INC. COM 911363109 29,986 201,193 SH   SOLE   201,193 0 0
UNIVERSAL DISPLAY COM 91347P105 12,164 81,299 SH   SOLE   81,299 0 0
UNIVERSAL HEALTH SERVICES, INC. COM 913903100 11,302 121,675 SH   SOLE   121,675 0 0
UPLAND SOFTWARE INC COM 91544A109 4,805 138,237 SH   SOLE 1 86,543 0 51,694
US PHYSICAL THERAP COM 90337L108 7,340 90,590 SH   SOLE 1 55,990 0 34,600
VAIL RESORTS, INC. COM 91879Q109 19,154 105,156 SH   SOLE   105,156 0 0
VAREX IMAGING CORPORATION COM 92214X106 2,548 168,192 SH   SOLE 1 103,870 0 64,322
VEEVA SYSTEMS INC COM 922475108 8,004 34,143 SH   SOLE   34,143 0 0
VERINT SYSTEMS INC COM 92343X100 4,529 100,252 SH   SOLE 1 61,980 0 38,272
VERISK ANALYTICS, INC. COM 92345Y106 9,148 53,749 SH   SOLE   53,749 0 0
VIRTUSA CORP COM 92827P102 4,390 135,208 SH   SOLE 1 83,150 0 52,058
VOLKSWAGEN AKTIENGESELLSCHAFT ADR 928662600 3,686 227,858 SH   SOLE   227,858 0 0
VOYA FINANCIAL INC COM 929089100 19,367 415,162 SH   SOLE   415,162 0 0
VULCAN MATERIALS COMPANY COM 929160109 23,348 201,534 SH   SOLE   201,534 0 0
W.R. BERKLEY CORPORATION COM 084423102 8,894 155,239 SH   SOLE   155,239 0 0
WAL-MART DE MEXICO ADR 93114W107 12,009 499,526 SH   SOLE   499,526 0 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 18,726 213,649 SH   SOLE   213,649 0 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 3,841 71,593 SH   SOLE   71,593 0 0
WHITE MOUNTNS INSU COM G9618E107 11,524 12,978 SH   SOLE   12,978 0 0
WOODSIDE PETROLEUM LTD. ADR 980228308 2,575 173,613 SH   SOLE   173,613 0 0
WORKDAY INC COM 98138H101 14,199 75,782 SH   SOLE   75,782 0 0
WPP PLC ADR 92937A102 2,769 70,769 SH   SOLE   70,769 0 0
XILINX INC. COM 983919101 12,782 129,909 SH   SOLE   129,909 0 0
XYLEM, INC. COM 98419M100 22,833 351,490 SH   SOLE   351,490 0 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 24,661 96,349 SH   SOLE   96,349 0 0
ZOOM VIDEO COMMUNICATIONS INC COM 98980L101 28,119 110,904 SH   SOLE   110,904 0 0
ZSCALER INC COM 98980G102 10,390 94,887 SH   SOLE   94,887 0 0
ZYNGA INC COM 98986T108 42,037 4,406,351 SH   SOLE   4,406,351 0 0