Scout Investments 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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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	3,180	176,247	SH		SOLE		176,247	0	0
ABB LIMITED	ADR	000375204	3,047	128,345	SH		SOLE		128,345	0	0
ABIOMED INC	COM	003654100	107,665	369,996	SH		SOLE		369,996	0	0
ACXIOM CORPORATION	COM	005125109	1,175	51,750	SH		SOLE		51,750	0	0
ADECCO GROUP AG	ADR	006754204	3,482	98,077	SH		SOLE		98,077	0	0
AEROJET ROCKETDYNE HLDGS INC	COM	007800105	20,675	739,199	SH		SOLE		739,199	0	0
AFFILIATED MANAGERS GROUP, INC.	COM	008252108	12,348	65,134	SH		SOLE		65,134	0	0
AFLAC INCORPORATED	COM	001055102	25,081	573,144	SH		SOLE		573,144	0	0
AGCO CORPORATION	COM	001084102	17,567	270,884	SH		SOLE		270,884	0	0
AIR LIQUIDE S.A.(L')	COM	009126202	3,169	129,506	SH		SOLE		129,506	0	0
ALASKA AIR GROUP, INC.	COM	011659109	14,845	239,593	SH		SOLE		239,593	0	0
ALBANY INTERNATIONAL CORP.	COM	012348108	4,188	66,800	SH		SOLE		66,800	0	0
ALBEMARLE CORP	COM	012653101	6,597	71,136	SH		SOLE		71,136	0	0
ALIGN TECHNOLOGY I	COM	016255101	14,013	55,798	SH		SOLE		55,798	0	0
ALLIANZ SOCIETAS EUROPAEA-SE	COM	018805101	23,269	1,031,635	SH		SOLE		1,031,635	0	0
ALLISON TRANSMISSION HOLDINGS INC	COM	01973R101	11,044	282,752	SH		SOLE		282,752	0	0
ALMOST FAMILY INC	COM	020409108	3,781	67,525	SH		SOLE		67,525	0	0
AMBARELLA INC	COM	G037AX101	3,634	74,175	SH		SOLE		74,175	0	0
AMERCO	COM	023586100	11,142	32,286	SH		SOLE		32,286	0	0
AMERICAN EAGLE OUTFITTER	COM	02553E106	22,429	1,125,384	SH		SOLE		1,125,384	0	0
AMERICAN WATER WOR	COM	030420103	3,343	40,708	SH		SOLE		40,708	0	0
AMERIPRISE FINANCIAL, INC.	COM	03076C106	15,038	101,648	SH		SOLE		101,648	0	0
AMN HEALTHCARE SVS	COM	001744101	6,345	111,800	SH		SOLE		111,800	0	0
ANALOG DEVICES INC.	COM	032654105	15,354	168,490	SH		SOLE		168,490	0	0
ANDEAVOR	COM	03349M105	41,409	411,786	SH		SOLE		411,786	0	0
ARCH CAPITAL GROUP LTD.	COM	G0450A105	13,477	157,462	SH		SOLE		157,462	0	0
ARISTA NETWORKS INC	COM	040413106	68,718	269,164	SH		SOLE		269,164	0	0
ASPEN TECHNOLOGY, INC.	COM	045327103	12,426	157,513	SH		SOLE		157,513	0	0
ASTELLAS PHARMA INC.	COM	04623U102	3,516	231,381	SH		SOLE		231,381	0	0
ASTRONICS CORP	COM	046433108	3,932	105,425	SH		SOLE		105,425	0	0
ATMOS ENERGY CORPORATION	COM	049560105	69,545	825,560	SH		SOLE		825,560	0	0
AXA	COM	054536107	3,782	142,369	SH		SOLE		142,369	0	0
BALCHEM CORP	COM	057665200	4,756	58,183	SH		SOLE		58,183	0	0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	ADR	05946K101	3,692	467,343	SH		SOLE		467,343	0	0
BANCOLOMBIA S.A.	ADR	05968L102	24,417	581,075	SH		SOLE		581,075	0	0
BASF SE	ADR	055262505	3,913	154,306	SH		SOLE		154,306	0	0
BEST BUY CO., INC.	COM	086516101	22,775	325,401	SH		SOLE		325,401	0	0
BHP BILLITON LIMITED	ADR	088606108	18,219	410,066	SH		SOLE		410,066	0	0
BIG LOTS INC	COM	089302103	7,950	182,631	SH		SOLE		182,631	0	0
BIOMARIN PHARMACEUTICAL INC.	COM	09061G101	7,695	94,914	SH		SOLE		94,914	0	0
BIOTELEMETRY INC	COM	090672106	4,970	160,050	SH		SOLE		160,050	0	0
BLOCK(H&R)INC	COM	093671105	20,920	823,303	SH		SOLE		823,303	0	0
BNP PARIBAS	COM	05565A202	3,593	97,111	SH		SOLE		97,111	0	0
BOFI HLDG INC	COM	05566U108	5,332	131,550	SH		SOLE		131,550	0	0
BRIT AMER TOBACCO	ADR	110448107	2,949	51,117	SH		SOLE		51,117	0	0
BRUKER CORPORATION	COM	116794108	5,709	190,800	SH		SOLE		190,800	0	0
BRUNSWICK CORPORATION	COM	117043109	17,724	298,434	SH		SOLE		298,434	0	0
BWX TECHNOLOGIES INC	COM	05605H100	24,266	381,961	SH		SOLE		381,961	0	0
CAMBREX CORP	COM	132011107	4,762	91,050	SH		SOLE		91,050	0	0
CAMPING WORLD HOLDINGS INC	COM	13462K109	2,661	82,512	SH		SOLE		82,512	0	0
CARBONITE INC	COM	141337105	5,601	194,475	SH		SOLE		194,475	0	0
CARETRUST REIT INC	REIT	14174T107	1,851	138,125	SH		SOLE		138,125	0	0
CARPENTER TECHNOLOGY CORPORATION	COM	144285103	1,680	38,071	SH		SOLE		38,071	0	0
CASEYS GEN STORES	COM	147528103	20,776	189,272	SH		SOLE		189,272	0	0
CBOE GLOBAL MARKETS INC	COM	12503M108	15,398	134,954	SH		SOLE		134,954	0	0
CELANESE CORPORATION	COM	150870103	20,277	202,346	SH		SOLE		202,346	0	0
CF INDUSTRIES HOLDINGS, INC.	COM	125269100	25,148	666,514	SH		SOLE		666,514	0	0
CHART INDUSTRIES INC	COM	16115Q308	3,143	53,250	SH		SOLE		53,250	0	0
CHEESECAKE FACTORY	COM	163072101	3,403	70,575	SH		SOLE		70,575	0	0
CHIPOTLE MEXICAN G	COM	169656105	6,568	20,327	SH		SOLE		20,327	0	0
CITIZENS FINANCIAL GROUP INC	COM	174610105	23,708	564,744	SH		SOLE		564,744	0	0
CMS ENERGY CORPORATION	COM	125896100	2,280	50,340	SH		SOLE		50,340	0	0
CNO FINANCIAL GROUP, INC.	COM	12621E103	4,873	224,875	SH		SOLE		224,875	0	0
COCA-COLA HBC AG	ADR	191223205	2,768	75,296	SH		SOLE		75,296	0	0
COHEN & STEERS INC	COM	19247A100	4,734	116,426	SH		SOLE		116,426	0	0
COHERENT INC	COM	192479103	15,956	85,142	SH		SOLE		85,142	0	0
COLUMBIA BANKING SYSTEM, INC.	COM	197236102	509	12,130	SH		SOLE		12,130	0	0
COMERICA INCORPORATED	COM	200340107	48,569	506,295	SH		SOLE		506,295	0	0
COMPASS GROUP PLC	COM	20449X401	3,148	154,172	SH		SOLE		154,172	0	0
CONAGRA BRANDS INC	COM	205887102	9,364	253,898	SH		SOLE		253,898	0	0
CONTINENTAL AG	ADR	210771200	3,877	70,266	SH		SOLE		70,266	0	0
COUSINS PROPERTIES INCORPORATED	REIT	222795106	37,291	4,296,238	SH		SOLE		4,296,238	0	0
CRACKER BARREL OLD	COM	22410J106	23,384	146,883	SH		SOLE		146,883	0	0
CREDICORP	COM	G2519Y108	26,610	117,206	SH		SOLE		117,206	0	0
CSL	COM	12637N204	3,132	52,529	SH		SOLE		52,529	0	0
CUTERA INC	COM	232109108	3,451	68,677	SH		SOLE		68,677	0	0
D.R. HORTON, INC.	COM	23331A109	7,712	175,915	SH		SOLE		175,915	0	0
DARDEN RESTAURANTS, INC.	COM	237194105	7,919	92,890	SH		SOLE		92,890	0	0
DASSAULT SYSTEMES	COM	237545108	1,792	13,196	SH		SOLE		13,196	0	0
DESCARTES SYS GROUP INC	COM	249906108	3,472	121,600	SH		SOLE		121,600	0	0
DEVON ENERGY CORPORATION	COM	25179M103	16,811	528,811	SH		SOLE		528,811	0	0
DIAGEO PLC	ADR	25243Q205	21,168	156,312	SH		SOLE		156,312	0	0
DNB ASA	ADR	23328E106	3,543	182,815	SH		SOLE		182,815	0	0
DXC TECHNOLOGY COMPANY	COM	23355L106	129,802	1,291,181	SH		SOLE		1,291,181	0	0
DYCOM INDUSTRIES INC.	COM	267475101	29,775	276,642	SH		SOLE		276,642	0	0
EBAY INC.	COM	278642103	7,579	188,344	SH		SOLE		188,344	0	0
EDWARDS LIFESCIENCES CORPORATION	COM	28176E108	24,099	172,726	SH		SOLE		172,726	0	0
ELECTRONICS FOR IMAGING	COM	286082102	2,491	91,150	SH		SOLE		91,150	0	0
ELLIE MAE INC	COM	28849P100	8,745	95,114	SH		SOLE		95,114	0	0
ENBRIDGE INC	COM	29250N105	17,598	559,198	SH		SOLE		559,198	0	0
ENTEGRIS INC	COM	29362U104	4,170	119,825	SH		SOLE		119,825	0	0
ENVESTNET INC	COM	29404K106	5,590	97,550	SH		SOLE		97,550	0	0
EPLUS INC	COM	294268107	6,937	89,275	SH		SOLE		89,275	0	0
EPR PROPERTIES	REIT	26884U109	25,546	461,125	SH		SOLE		461,125	0	0
ESSITY AKTIEBOLAG PUBL	ADR	29729L102	3,574	129,809	SH		SOLE		129,809	0	0
EVERCORE INC	COM	29977A105	16,919	194,022	SH		SOLE		194,022	0	0
EVEREST RE GROUP	COM	G3223R108	61,412	239,123	SH		SOLE		239,123	0	0
EXELIXIS, INC.	COM	30161Q104	11,579	522,761	SH		SOLE		522,761	0	0
EXPEDIA GROUP INC	COM	30212P303	15,168	137,380	SH		SOLE		137,380	0	0
FABRINET	COM	G3323L100	2,542	81,000	SH		SOLE		81,000	0	0
FANUC CORPORATION	ADR	307305102	2,322	92,941	SH		SOLE		92,941	0	0
FINANCIAL ENGINES	COM	317485100	3,746	107,025	SH		SOLE		107,025	0	0
FIRST HORIZON NATIONAL CORPORATION	COM	320517105	44,083	2,341,093	SH		SOLE		2,341,093	0	0
FISERV INC.	COM	337738108	14,592	204,626	SH		SOLE		204,626	0	0
FRESENIUS SE & CO KGAA	ADR	35804M105	3,057	160,209	SH		SOLE		160,209	0	0
G-III APPAREL GP	COM	36237H101	3,123	82,875	SH		SOLE		82,875	0	0
GARMIN LTD	COM	H2906T109	16,090	273,041	SH		SOLE		273,041	0	0
GENOMIC HEALTH INC	COM	37244C101	2,488	79,500	SH		SOLE		79,500	0	0
GEOSPACE TECHNOLOGIES CORP	COM	37364X109	732	74,160	SH		SOLE		74,160	0	0
GIVAUDAN SA	ADR	37636P108	3,104	68,289	SH		SOLE		68,289	0	0
GPO FIN BANORTE	ADR	40052P107	3,850	126,485	SH		SOLE		126,485	0	0
GRAINGER W W INC	COM	384802104	18,117	64,182	SH		SOLE		64,182	0	0
GULFPORT ENERGY CORPORATION	COM	402635304	1,090	112,925	SH		SOLE		112,925	0	0
HARRIS CORPORATION	COM	413875105	45,439	281,742	SH		SOLE		281,742	0	0
HEALTHCARE SERVICE	COM	421906108	3,392	78,012	SH		SOLE		78,012	0	0
HEALTHEQUITY INC	COM	42226A107	5,632	93,025	SH		SOLE		93,025	0	0
HENKEL AG & CO. KGAA	ADR	42550U208	22,151	168,569	SH		SOLE		168,569	0	0
HEXCEL CORPORATION	COM	428291108	29,184	451,841	SH		SOLE		451,841	0	0
HILLTOP HOLDINGS INC	COM	432748101	3,053	130,125	SH		SOLE		130,125	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	24,484	569,139	SH		SOLE		569,139	0	0
HMS HOLDINGS CORP	COM	40425J101	2,783	165,250	SH		SOLE		165,250	0	0
HORMEL FOODS CORP	COM	440452100	15,813	460,762	SH		SOLE		460,762	0	0
HOST HOTELS & RESORTS INC	REIT	44107P104	34,994	1,877,363	SH		SOLE		1,877,363	0	0
HUMANA INC.	COM	444859102	14,991	55,762	SH		SOLE		55,762	0	0
HUNTINGTON INGALLS INDUSTRIES, INC.	COM	446413106	15,218	59,040	SH		SOLE		59,040	0	0
HUNTSMAN CORPORATION	COM	447011107	15,524	530,721	SH		SOLE		530,721	0	0
IAC INTERACTIVECORP	COM	44919P508	16,966	108,489	SH		SOLE		108,489	0	0
ICU MEDICAL INC	COM	44930G107	9,835	38,967	SH		SOLE		38,967	0	0
II-VI INCORPORATED	COM	902104108	7,438	181,850	SH		SOLE		181,850	0	0
ILLUMINA INC	COM	452327109	25,712	108,754	SH		SOLE		108,754	0	0
IMPAX LABORATORIES INC.	COM	45256B101	2,098	107,875	SH		SOLE		107,875	0	0
IMPERIAL OIL LTD	COM	453038408	2,795	105,464	SH		SOLE		105,464	0	0
IMPINJ INC	COM	453204109	1,169	89,800	SH		SOLE		89,800	0	0
INNERWORKINGS INC	COM	45773Y105	2,519	278,329	SH		SOLE		278,329	0	0
INPHI CORP	COM	45772F107	2,165	71,925	SH		SOLE		71,925	0	0
INSPERITY INC	COM	45778Q107	5,693	81,850	SH		SOLE		81,850	0	0
INSTALLED BUILDING PRODUCTS INC	COM	45780R101	4,840	80,600	SH		SOLE		80,600	0	0
IONIS PHARMACEUTICALS, INC.	COM	462222100	14,538	329,820	SH		SOLE		329,820	0	0
IPG PHOTONICS CORP	COM	44980X109	15,539	66,583	SH		SOLE		66,583	0	0
IROBOT CORP	COM	462726100	3,648	56,825	SH		SOLE		56,825	0	0
J2 GLOBAL, INC.	COM	48123V102	6,554	83,050	SH		SOLE		83,050	0	0
JACK HENRY & ASSOC	COM	426281101	22,623	187,045	SH		SOLE		187,045	0	0
JGC CORP	ADR	466140100	2,741	63,923	SH		SOLE		63,923	0	0
KAO CORP	COM	485537302	302	4,048	SH		SOLE		4,048	0	0
KEYCORP	COM	493267108	28,929	1,479,730	SH		SOLE		1,479,730	0	0
KEYSIGHT TECHNOLOGIES, INC.	COM	49338L103	45,366	865,924	SH		SOLE		865,924	0	0
KLA-TENCOR CORP	COM	482480100	19,117	175,373	SH		SOLE		175,373	0	0
KOMATSU LTD	COM	500458401	2,764	83,875	SH		SOLE		83,875	0	0
KUBOTA CORP	ADR	501173207	3,023	34,851	SH		SOLE		34,851	0	0
L'OREAL S.A.	ADR	502117203	2,764	61,289	SH		SOLE		61,289	0	0
L3 TECHNOLOGIES INC	COM	502413107	9,879	47,497	SH		SOLE		47,497	0	0
LAM RESEARCH CORPORATION	COM	512807108	17,152	84,427	SH		SOLE		84,427	0	0
LAMAR ADVERTISING COMPANY	REIT	512816109	25,081	393,986	SH		SOLE		393,986	0	0
LEAR CORPORATION	COM	521865204	14,410	77,436	SH		SOLE		77,436	0	0
LENDINGTREE INC	COM	52603B107	31,920	97,274	SH		SOLE		97,274	0	0
LGI HOMES INC	COM	50187T106	4,275	60,575	SH		SOLE		60,575	0	0
LINCOLN NATIONAL CORPORATION	COM	534187109	14,721	201,491	SH		SOLE		201,491	0	0
LINDBLAD EXPEDITIONS HLDGS INC	COM	535219109	1,799	175,150	SH		SOLE		175,150	0	0
LITTELFUSE INC	COM	537008104	345	1,659	SH		SOLE		1,659	0	0
LIVE NATION ENTERTAINMENT, INC.	COM	538034109	15,024	356,527	SH		SOLE		356,527	0	0
MACQUARIE GROUP LIMITED	ADR	55607P204	3,146	39,854	SH		SOLE		39,854	0	0
MANPOWERGROUP INC	COM	56418H100	24,182	210,094	SH		SOLE		210,094	0	0
MARATHON PETROLEUM COMPANY	COM	56585A102	47,064	643,746	SH		SOLE		643,746	0	0
MARKETAXESS HLDGS	COM	57060D108	14,781	67,976	SH		SOLE		67,976	0	0
MARTIN MARIETTA MATERIALS INC	COM	573284106	18,635	89,894	SH		SOLE		89,894	0	0
MASCO CORPORATION	COM	574599106	7,742	191,443	SH		SOLE		191,443	0	0
MATCH GROUP, INC.	COM	57665R106	16,176	363,998	SH		SOLE		363,998	0	0
METTLER-TOLEDO INTERNATIONAL INC	COM	592688105	20,675	35,955	SH		SOLE		35,955	0	0
MICRON TECHNOLOGY INC.	COM	595112103	19,885	381,374	SH		SOLE		381,374	0	0
MOHAWK INDUSTRIES, INC.	COM	608190104	13,148	56,617	SH		SOLE		56,617	0	0
MOLINA HEALTHCARE, INC.	COM	60855R100	21,612	266,220	SH		SOLE		266,220	0	0
MONRO INC	COM	610236101	5,821	108,600	SH		SOLE		108,600	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	17,694	309,286	SH		SOLE		309,286	0	0
MTN GROUP LTD	COM	62474M108	2,079	206,965	SH		SOLE		206,965	0	0
MUNICH RE GROUP	ADR	626188106	3,215	138,428	SH		SOLE		138,428	0	0
NEKTAR THERAPEUTICS	COM	640268108	38,241	359,878	SH		SOLE		359,878	0	0
NESTLE SA/AG	COM	641069406	19,353	245,072	SH		SOLE		245,072	0	0
NEWFIELD EXPLORATION COMPANY	COM	651290108	25,983	1,063,987	SH		SOLE		1,063,987	0	0
NEWMONT MINING CORPORATION	COM	651639106	34,305	878,036	SH		SOLE		878,036	0	0
NITTO ELECTRIC INDUSTRIAL CO	COM	654802206	3,842	103,273	SH		SOLE		103,273	0	0
NORFOLK SOUTHERN CORPORATION	COM	655844108	20,215	148,879	SH		SOLE		148,879	0	0
NOVARTIS AG	ADR	66987V109	15,936	197,105	SH		SOLE		197,105	0	0
NOVO-NORDISK AS	ADR	670100205	21,228	431,020	SH		SOLE		431,020	0	0
NUVASIVE INC.	COM	670704105	8,600	164,722	SH		SOLE		164,722	0	0
OCEANEERING INTERNATIONAL, INC.	COM	675232102	10,432	562,666	SH		SOLE		562,666	0	0
OLD DOMINION FGHT	COM	679580100	15,218	103,548	SH		SOLE		103,548	0	0
OLLIES BARGAIN OUTLET HOLDINGS INCORPORATION	COM	681116109	228	3,787	SH		SOLE		3,787	0	0
OMEGA HEALTHCARE INVESTORS, INC.	REIT	681936100	6,714	248,296	SH		SOLE		248,296	0	0
OMNICELL INC	COM	68213N109	7,406	170,650	SH		SOLE		170,650	0	0
ON SEMICONDUCTOR CORP.	COM	682189105	19,034	778,187	SH		SOLE		778,187	0	0
ONE GAS, INC.	COM	68235P108	17,457	264,425	SH		SOLE		264,425	0	0
OREILLY AUTOMOTIVE, INC.	COM	67103H107	16,808	67,945	SH		SOLE		67,945	0	0
ORIX CORPORATION	ADR	686330101	4,079	45,394	SH		SOLE		45,394	0	0
OUTFRONT MEDIA INC	REIT	69007J106	26,793	1,429,737	SH		SOLE		1,429,737	0	0
OWENS CORNING	COM	690742101	16,524	205,521	SH		SOLE		205,521	0	0
PALO ALTO NETWORKS INC	COM	697435105	19,058	104,991	SH		SOLE		104,991	0	0
PANDORA A /S	ADR	698341203	3,444	128,477	SH		SOLE		128,477	0	0
PARKER-HANNIFIN CORPORATION	COM	701094104	23,417	136,917	SH		SOLE		136,917	0	0
PARSLEY ENERGY INC	COM	701877102	17,334	597,938	SH		SOLE		597,938	0	0
PATTERSON UTI ENEG	COM	703481101	11,168	637,812	SH		SOLE		637,812	0	0
PAYCHEX INC	COM	704326107	16,005	259,865	SH		SOLE		259,865	0	0
PEGASYSTEMS INC	COM	705573103	6,506	107,275	SH		SOLE		107,275	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	4,681	156,825	SH		SOLE		156,825	0	0
PG&E CORPORATION	COM	69331C108	9,436	214,800	SH		SOLE		214,800	0	0
PLEXUS CORP	COM	729132100	2,037	34,100	SH		SOLE		34,100	0	0
POLARIS INDUSTRIES	COM	731068102	15,485	135,214	SH		SOLE		135,214	0	0
POWER INTEGRATIONS	COM	739276103	4,014	58,728	SH		SOLE		58,728	0	0
PRA GROUP INC	COM	69354N106	3,368	88,632	SH		SOLE		88,632	0	0
PRA HEALTH SCIENCES INC	COM	69354M108	6,531	78,725	SH		SOLE		78,725	0	0
PRICE T ROWE GROUP	COM	74144T108	14,361	133,013	SH		SOLE		133,013	0	0
PROOFPOINT, INC.	COM	743424103	16,642	146,434	SH		SOLE		146,434	0	0
PROTO LABS INC	COM	743713109	7,608	64,725	SH		SOLE		64,725	0	0
PRUDENTIAL PLC	ADR	74435K204	24,166	472,629	SH		SOLE		472,629	0	0
PVH CORPORATION	COM	693656100	13,163	86,925	SH		SOLE		86,925	0	0
QTS REALTY TRUST INC	REIT	74736A103	1,696	46,825	SH		SOLE		46,825	0	0
RADIANT LOGISTICS	COM	75025X100	1,214	313,675	SH		SOLE		313,675	0	0
RECKITT BENCK GRP	COM	756255204	3,617	213,681	SH		SOLE		213,681	0	0
RED HAT INC	COM	756577102	18,734	125,302	SH		SOLE		125,302	0	0
ROBERT HALF INTL	COM	770323103	15,977	275,982	SH		SOLE		275,982	0	0
ROCHE HOLDINGS AG	ADR	771195104	3,400	118,886	SH		SOLE		118,886	0	0
ROCKWELL AUTOMATION, INC.	COM	773903109	14,029	80,531	SH		SOLE		80,531	0	0
ROSS STORES INC	COM	778296103	23,507	301,451	SH		SOLE		301,451	0	0
ROYAL CARIBBEAN CRUISES LTD.	COM	V7780T103	34,331	291,581	SH		SOLE		291,581	0	0
ROYAL DUTCH SHELL PLC	COM	780259107	20,786	317,192	SH		SOLE		317,192	0	0
RPC INC	COM	749660106	19,970	1,107,611	SH		SOLE		1,107,611	0	0
RSP PERMIAN INC	COM	74978Q105	17,188	366,632	SH		SOLE		366,632	0	0
RYANAIR HOLDINGS PLC	ADR	783513203	25,856	210,465	SH		SOLE		210,465	0	0
S&P GLOBAL INC	COM	78409V104	23,615	123,600	SH		SOLE		123,600	0	0
SANDVIK A/B	COM	800212201	3,513	192,993	SH		SOLE		192,993	0	0
SAP SE	ADR	803054204	19,816	188,439	SH		SOLE		188,439	0	0
SCIENCE APPLICATNS INTL CP NEW	COM	808625107	21,737	275,849	SH		SOLE		275,849	0	0
SEMTECH CORPORATION	COM	816850101	6,259	160,274	SH		SOLE		160,274	0	0
SERVICENOW INC	COM	81762P102	19,496	117,836	SH		SOLE		117,836	0	0
SIEMENS AG	ADR	826197501	3,367	52,897	SH		SOLE		52,897	0	0
SINGAPORE TELECOMMUNICATIONS	COM	82929R304	6,803	264,721	SH		SOLE		264,721	0	0
SIX FLAGS ENTERTAINMENT CORP.	COM	83001A102	16,888	271,257	SH		SOLE		271,257	0	0
SKECHERS USA, INC.	COM	830566105	11,454	294,525	SH		SOLE		294,525	0	0
SKF AB	ADR	784375404	10,551	518,260	SH		SOLE		518,260	0	0
SKYWORKS SOLUTIONS, INC.	COM	83088M102	21,323	212,678	SH		SOLE		212,678	0	0
SPIRIT AIRLINES	COM	848577102	13,063	345,757	SH		SOLE		345,757	0	0
SPRINT CORPORATION	COM	85207U105	28,788	5,899,155	SH		SOLE		5,899,155	0	0
STEEL DYNAMICS, INC.	COM	858119100	36,065	815,587	SH		SOLE		815,587	0	0
SUBARU CO LTD	COM	86428V104	3,918	238,831	SH		SOLE		238,831	0	0
SUNTRUST BANKS, INC.	COM	867914103	48,709	715,883	SH		SOLE		715,883	0	0
SUPERNUS PHARMACEUTICALS, INC	COM	868459108	8,171	178,400	SH		SOLE		178,400	0	0
SYSMEX CORP	COM	87184P109	2,967	66,141	SH		SOLE		66,141	0	0
TAIWAN SEMICONDUCTOR MANUFACTURING CO.	ADR	874039100	6,514	148,855	SH		SOLE		148,855	0	0
TAKE-TWO INTERACTIVE SOFTWARE INC.	COM	874054109	14,303	146,282	SH		SOLE		146,282	0	0
TECHNIPFMC PLC	COM	G87110105	11,846	402,252	SH		SOLE		402,252	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	7,969	42,575	SH		SOLE		42,575	0	0
TELEFLEX INCORPORATED	COM	879369106	22,015	86,342	SH		SOLE		86,342	0	0
TENNECO INC.	COM	880349105	5,442	99,183	SH		SOLE		99,183	0	0
TEXAS ROADHOUSE	COM	882681109	12,966	224,405	SH		SOLE		224,405	0	0
TEXTRON INC.	COM	883203101	31,466	533,591	SH		SOLE		533,591	0	0
THE CHEMOURS COMPANY LLC	COM	163851108	25,211	517,571	SH		SOLE		517,571	0	0
THE CLOROX COMPANY	COM	189054109	13,041	97,972	SH		SOLE		97,972	0	0
THE HANOVER INSURANCE GROUP, INC.	COM	410867105	20,587	174,629	SH		SOLE		174,629	0	0
THE TIMKEN COMPANY	COM	887389104	16,694	366,097	SH		SOLE		366,097	0	0
THE TRADE DESK INC	COM	88339J105	2,894	58,325	SH		SOLE		58,325	0	0
THOR INDUSTRIES	COM	885160101	25,077	217,741	SH		SOLE		217,741	0	0
TOKYO ELECTRON LTD	COM	889110102	3,337	73,875	SH		SOLE		73,875	0	0
TOTAL S.A.	ADR	89151E109	3,364	58,305	SH		SOLE		58,305	0	0
TYSON FOODS, INC.	COM	902494103	15,988	218,448	SH		SOLE		218,448	0	0
ULTA BEAUTY INC	COM	90384S303	6,995	34,246	SH		SOLE		34,246	0	0
UMPQUA HOLDINGS CO	COM	904214103	38,421	1,794,537	SH		SOLE		1,794,537	0	0
UNILEVER PLC	ADR	904767704	260	4,685	SH		SOLE		4,685	0	0
UNITED RENTALS, INC.	COM	911363109	20,755	120,157	SH		SOLE		120,157	0	0
UNIVERSAL DISPLAY	COM	91347P105	9,359	92,665	SH		SOLE		92,665	0	0
UNUM GROUP	COM	91529Y106	16,288	342,114	SH		SOLE		342,114	0	0
US PHYSICAL THERAP	COM	90337L108	7,089	87,195	SH		SOLE		87,195	0	0
VAIL RESORTS, INC.	COM	91879Q109	14,105	63,624	SH		SOLE		63,624	0	0
VAREX IMAGING CORPORATION	COM	92214X106	3,143	87,850	SH		SOLE		87,850	0	0
VEECO INSTRUMENTS INC.	COM	922417100	2,411	141,800	SH		SOLE		141,800	0	0
VEEVA SYSTEMS INC	COM	922475108	14,122	193,400	SH		SOLE		193,400	0	0
VIRTUSA CORP	COM	92827P102	3,397	70,100	SH		SOLE		70,100	0	0
VOLKSWAGEN AKTIENGESELLSCHAFT	COM	928662303	4,988	124,714	SH		SOLE		124,714	0	0
VOYA FINANCIAL INC	COM	929089100	71,393	1,413,729	SH		SOLE		1,413,729	0	0
VULCAN MATERIALS COMPANY	COM	929160109	15,519	135,930	SH		SOLE		135,930	0	0
W.R. BERKLEY CORPORATION	COM	084423102	17,333	238,418	SH		SOLE		238,418	0	0
WAGEWORKS INC	COM	930427109	3,336	73,800	SH		SOLE		73,800	0	0
WAL-MART DE MEXICO	COM	93114W107	19,291	761,210	SH		SOLE		761,210	0	0
WESTERN DIGITAL CORP.	COM	958102105	27,038	293,036	SH		SOLE		293,036	0	0
WESTLAKE CHEMICAL CORPORATION	COM	960413102	26,291	236,532	SH		SOLE		236,532	0	0
WHITE MOUNTNS INSU	COM	G9618E107	16,869	20,509	SH		SOLE		20,509	0	0
WILEY(JOHN)& SONS	COM	968223206	316	4,956	SH		SOLE		4,956	0	0
WOODSIDE PETE LTD	ADR	980228308	2,972	132,499	SH		SOLE		132,499	0	0
WORKDAY INC	COM	98138H101	14,553	114,492	SH		SOLE		114,492	0	0
WPP PLC	ADR	92937A102	2,100	26,400	SH		SOLE		26,400	0	0
XILINX INC.	COM	983919101	14,164	196,073	SH		SOLE		196,073	0	0
XYLEM, INC.	COM	98419M100	24,479	318,235	SH		SOLE		318,235	0	0