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
Estimated average burden
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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	2,868	203,639	SH		SOLE		203,639	0	0
ABB LIMITED	ADR	000375204	2,839	130,424	SH		SOLE		130,424	0	0
ABIOMED INC	COM	003654100	139,423	340,847	SH		SOLE		340,847	0	0
ACXIOM CORPORATION	COM	005125109	1,502	50,153	SH		SOLE		50,153	0	0
ADECCO GROUP AG	ADR	006754204	2,794	94,411	SH		SOLE		94,411	0	0
ADVANCED MICRO DEVICES, INC.	COM	007903107	16,515	1,101,714	SH		SOLE		1,101,714	0	0
AEROJET ROCKETDYNE HLDGS INC	COM	007800105	13,931	472,399	SH		SOLE		472,399	0	0
AFFILIATED MANAGERS GROUP, INC.	COM	008252108	14,406	96,899	SH		SOLE		96,899	0	0
AFLAC INCORPORATED	COM	001055102	22,607	525,506	SH		SOLE		525,506	0	0
AGCO CORPORATION	COM	001084102	16,263	267,829	SH		SOLE		267,829	0	0
AIR LIQUIDE S.A.(L')	ADR	009126202	2,947	117,182	SH		SOLE		117,182	0	0
ALASKA AIR GROUP, INC.	COM	011659109	26,892	445,309	SH		SOLE		445,309	0	0
ALBANY INTERNATIONAL CORP.	COM	012348108	4,294	71,394	SH		SOLE		71,394	0	0
ALBEMARLE CORP	COM	012653101	12,547	133,009	SH		SOLE		133,009	0	0
ALIGN TECHNOLOGY I	COM	016255101	42,475	124,146	SH		SOLE		124,146	0	0
ALLIANZ SOCIETAS EUROPAEA-SE	ADR	018805101	23,772	1,150,196	SH		SOLE		1,150,196	0	0
ALLISON TRANSMISSION HOLDINGS INC	COM	01973R101	24,123	595,785	SH		SOLE		595,785	0	0
AMBARELLA INC	COM	G037AX101	2,814	72,889	SH		SOLE		72,889	0	0
AMERCO	COM	023586100	15,767	44,270	SH		SOLE		44,270	0	0
AMERICAN EAGLE OUTFITTER	COM	02553E106	22,154	952,854	SH		SOLE		952,854	0	0
AMERICAN WATER WOR	COM	030420103	40,643	476,025	SH		SOLE		476,025	0	0
AMERIPRISE FINANCIAL, INC.	COM	03076C106	10,365	74,102	SH		SOLE		74,102	0	0
AMN HEALTHCARE SVS	COM	001744101	6,466	110,345	SH		SOLE		110,345	0	0
AMNEAL PHARMACEUTICALS INC	COM	03168L105	1,752	106,764	SH		SOLE		106,764	0	0
ANALOG DEVICES INC.	COM	032654105	5,671	59,121	SH		SOLE		59,121	0	0
ANDEAVOR	COM	03349M105	46,699	355,995	SH		SOLE		355,995	0	0
ARCH CAPITAL GROUP LTD.	COM	G0450A105	11,753	444,183	SH		SOLE		444,183	0	0
ARISTA NETWORKS INC	COM	040413106	64,471	250,384	SH		SOLE		250,384	0	0
ASPEN TECHNOLOGY, INC.	COM	045327103	22,638	244,107	SH		SOLE		244,107	0	0
ASTELLAS PHARMA INC.	ADR	04623U102	3,674	240,903	SH		SOLE		240,903	0	0
ASTRONICS CORP	COM	046433108	4,062	112,941	SH		SOLE		112,941	0	0
ATMOS ENERGY CORPORATION	COM	049560105	73,288	813,049	SH		SOLE		813,049	0	0
AXA	ADR	054536107	3,589	146,279	SH		SOLE		146,279	0	0
BALCHEM CORP	COM	057665200	5,753	58,624	SH		SOLE		58,624	0	0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	ADR	05946K101	3,694	527,648	SH		SOLE		527,648	0	0
BANCOLOMBIA S.A.	ADR	05968L102	22,519	471,296	SH		SOLE		471,296	0	0
BASF SE	ADR	055262505	3,560	148,898	SH		SOLE		148,898	0	0
BEST BUY INC	COM	086516101	23,829	319,504	SH		SOLE		319,504	0	0
BHP BILLITON LIMITED	ADR	088606108	13,413	268,207	SH		SOLE		268,207	0	0
BIG LOTS INC	COM	089302103	4,119	98,597	SH		SOLE		98,597	0	0
BIOMARIN PHARMACEUTICAL INC.	COM	09061G101	20,168	214,099	SH		SOLE		214,099	0	0
BIOTELEMETRY INC	COM	090672106	7,109	157,970	SH		SOLE		157,970	0	0
BLOCK(H&R)INC	COM	093671105	32,233	1,414,965	SH		SOLE		1,414,965	0	0
BNP PARIBAS	ADR	05565A202	3,535	113,854	SH		SOLE		113,854	0	0
BOFI HLDG INC	COM	05566U108	5,309	129,776	SH		SOLE		129,776	0	0
BRIT AMER TOBACCO	ADR	110448107	2,698	53,482	SH		SOLE		53,482	0	0
BRUKER CORPORATION	COM	116794108	5,483	188,816	SH		SOLE		188,816	0	0
BWX TECHNOLOGIES INC	COM	05605H100	31,601	507,077	SH		SOLE		507,077	0	0
CAMBREX CORP	COM	132011107	4,710	90,064	SH		SOLE		90,064	0	0
CAMPING WORLD HOLDINGS INC	COM	13462K109	2,066	82,690	SH		SOLE		82,690	0	0
CARBONITE INC	COM	141337105	6,685	191,546	SH		SOLE		191,546	0	0
CARETRUST REIT INC	REIT	14174T107	2,306	138,164	SH		SOLE		138,164	0	0
CARPENTER TECHNOLOGY CORPORATION	COM	144285103	1,979	37,654	SH		SOLE		37,654	0	0
CASEYS GEN STORES	COM	147528103	26,263	249,933	SH		SOLE		249,933	0	0
CBOE GLOBAL MARKETS INC	COM	12503M108	13,410	128,860	SH		SOLE		128,860	0	0
CELANESE CORPORATION	COM	150870103	18,883	170,025	SH		SOLE		170,025	0	0
CF INDUSTRIES HOLDINGS, INC.	COM	125269100	29,879	672,959	SH		SOLE		672,959	0	0
CHART INDUSTRIES INC	COM	16115Q308	3,251	52,707	SH		SOLE		52,707	0	0
CHEESECAKE FACTORY	COM	163072101	3,848	69,883	SH		SOLE		69,883	0	0
CHIPOTLE MEXICAN G	COM	169656105	18,578	43,067	SH		SOLE		43,067	0	0
CITIZENS FINANCIAL GROUP INC	COM	174610105	7,885	202,704	SH		SOLE		202,704	0	0
CMS ENERGY CORPORATION	COM	125896100	64,312	1,360,227	SH		SOLE		1,360,227	0	0
CNO FINANCIAL GROUP, INC.	COM	12621E103	3,365	176,749	SH		SOLE		176,749	0	0
COCA-COLA HBC AG	ADR	191223205	2,542	76,197	SH		SOLE		76,197	0	0
COHEN & STEERS INC	COM	19247A100	5,050	121,064	SH		SOLE		121,064	0	0
COMPASS GROUP PLC	ADR	20449X401	3,140	146,944	SH		SOLE		146,944	0	0
CONTINENTAL AG	ADR	210771200	3,212	70,340	SH		SOLE		70,340	0	0
COUSINS PROPERTIES INCORPORATED	REIT	222795106	42,101	4,344,737	SH		SOLE		4,344,737	0	0
CRACKER BARREL OLD	COM	22410J106	23,143	148,151	SH		SOLE		148,151	0	0
CREDICORP	COM	G2519Y108	24,180	107,408	SH		SOLE		107,408	0	0
CSL	ADR	12637N204	3,153	44,312	SH		SOLE		44,312	0	0
CUTERA INC	COM	232109108	3,606	89,473	SH		SOLE		89,473	0	0
DARDEN RESTAURANTS, INC.	COM	237194105	41,132	384,192	SH		SOLE		384,192	0	0
DASSAULT SYSTEMES	ADR	237545108	1,748	12,477	SH		SOLE		12,477	0	0
DESCARTES SYS GROUP INC	COM	249906108	4,234	130,276	SH		SOLE		130,276	0	0
DEVON ENERGY CORPORATION	COM	25179M103	18,242	414,979	SH		SOLE		414,979	0	0
DIAGEO PLC	ADR	25243Q205	20,397	141,633	SH		SOLE		141,633	0	0
DNB ASA	ADR	23328E106	3,870	197,981	SH		SOLE		197,981	0	0
DXC TECHNOLOGY COMPANY	COM	23355L106	93,423	1,158,955	SH		SOLE		1,158,955	0	0
DYCOM INDUSTRIES INC.	COM	267475101	19,511	206,448	SH		SOLE		206,448	0	0
EBAY INC.	COM	278642103	6,563	181,001	SH		SOLE		181,001	0	0
EDWARDS LIFESCIENCES CORPORATION	COM	28176E108	20,867	143,350	SH		SOLE		143,350	0	0
ELECTRONICS FOR IMAGING	COM	286082102	3,103	95,297	SH		SOLE		95,297	0	0
ELLIE MAE INC	COM	28849P100	5,364	51,656	SH		SOLE		51,656	0	0
ENBRIDGE INC	COM	29250N105	24,279	680,284	SH		SOLE		680,284	0	0
ENTEGRIS INC	COM	29362U104	4,020	118,584	SH		SOLE		118,584	0	0
ENVESTNET INC	COM	29404K106	5,308	96,598	SH		SOLE		96,598	0	0
EPLUS INC	COM	294268107	7,980	84,799	SH		SOLE		84,799	0	0
EPR PROPERTIES	REIT	26884U109	46,176	712,704	SH		SOLE		712,704	0	0
ESSITY AKTIEBOLAG PUBL	ADR	29729L102	3,576	144,641	SH		SOLE		144,641	0	0
EVERCORE INC	COM	29977A105	24,038	227,953	SH		SOLE		227,953	0	0
EVEREST RE GROUP	COM	G3223R108	45,567	197,706	SH		SOLE		197,706	0	0
EXPEDIA GROUP INC	COM	30212P303	16,122	134,139	SH		SOLE		134,139	0	0
FABRINET	COM	G3323L100	2,960	80,249	SH		SOLE		80,249	0	0
FANUC CORPORATION	ADR	307305102	2,338	117,695	SH		SOLE		117,695	0	0
FIRST HORIZON NATIONAL CORPORATION	COM	320517105	46,713	2,618,421	SH		SOLE		2,618,421	0	0
FISERV INC.	COM	337738108	11,101	149,827	SH		SOLE		149,827	0	0
FRESENIUS SE & CO. KGAA	ADR	35804M105	2,766	137,735	SH		SOLE		137,735	0	0
G-III APPAREL GP	COM	36237H101	3,705	83,455	SH		SOLE		83,455	0	0
GARMIN LTD	COM	H2906T109	8,987	147,333	SH		SOLE		147,333	0	0
GENOMIC HEALTH INC	COM	37244C101	3,966	78,697	SH		SOLE		78,697	0	0
GEOSPACE TECHNOLOGIES CORP	COM	37364X109	1,031	73,299	SH		SOLE		73,299	0	0
GIVAUDAN SA	ADR	37636P108	3,179	70,087	SH		SOLE		70,087	0	0
GPO FIN BANORTE	ADR	40052P107	4,330	145,760	SH		SOLE		145,760	0	0
GRAINGER W W INC	COM	384802104	19,531	63,330	SH		SOLE		63,330	0	0
GREEN DOT CORP	COM	39304D102	4,036	54,997	SH		SOLE		54,997	0	0
GULFPORT ENERGY CORPORATION	COM	402635304	1,400	111,398	SH		SOLE		111,398	0	0
HARRIS CORPORATION	COM	413875105	20,511	141,902	SH		SOLE		141,902	0	0
HEALTHCARE SERVICE	COM	421906108	3,917	90,692	SH		SOLE		90,692	0	0
HEALTHEQUITY INC	COM	42226A107	6,677	88,906	SH		SOLE		88,906	0	0
HENKEL AG & CO. KGAA	ADR	42550U208	21,699	169,726	SH		SOLE		169,726	0	0
HEXCEL CORPORATION	COM	428291108	31,830	479,513	SH		SOLE		479,513	0	0
HILLTOP HOLDINGS INC	COM	432748101	3,068	139,014	SH		SOLE		139,014	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	17,688	509,745	SH		SOLE		509,745	0	0
HMS HOLDINGS CORP	COM	40425J101	3,351	154,976	SH		SOLE		154,976	0	0
HOLLYFRONTIER CORPORATION	COM	436106108	11,461	167,482	SH		SOLE		167,482	0	0
HORMEL FOODS CORP	COM	440452100	24,542	659,552	SH		SOLE		659,552	0	0
HOST HOTELS & RESORTS INC	REIT	44107P104	66,888	3,174,568	SH		SOLE		3,174,568	0	0
HUMANA INC.	COM	444859102	12,601	42,337	SH		SOLE		42,337	0	0
HUNTINGTON INGALLS INDUSTRIES, INC.	COM	446413106	12,544	57,863	SH		SOLE		57,863	0	0
HUNTSMAN CORPORATION	COM	447011107	18,556	635,492	SH		SOLE		635,492	0	0
IAC INTERACTIVECORP	COM	44919P508	20,183	132,356	SH		SOLE		132,356	0	0
ICU MEDICAL INC	COM	44930G107	10,710	36,473	SH		SOLE		36,473	0	0
II-VI INCORPORATED	COM	902104108	7,815	179,854	SH		SOLE		179,854	0	0
ILLUMINA INC	COM	452327109	23,008	82,382	SH		SOLE		82,382	0	0
IMPERIAL OIL LTD	COM	453038408	2,826	84,988	SH		SOLE		84,988	0	0
IMPINJ INC	COM	453204109	1,987	89,890	SH		SOLE		89,890	0	0
INCYTE CORPORATION.	COM	45337C102	14,774	220,507	SH		SOLE		220,507	0	0
INNERWORKINGS INC	COM	45773Y105	3,576	411,492	SH		SOLE		411,492	0	0
INPHI CORP	COM	45772F107	2,320	71,135	SH		SOLE		71,135	0	0
INSPERITY INC	COM	45778Q107	7,691	80,750	SH		SOLE		80,750	0	0
INSTALLED BUILDING PRODUCTS INC	COM	45780R101	4,561	80,649	SH		SOLE		80,649	0	0
IONIS PHARMACEUTICALS, INC.	COM	462222100	15,389	369,318	SH		SOLE		369,318	0	0
IROBOT CORP	COM	462726100	4,358	57,513	SH		SOLE		57,513	0	0
J2 GLOBAL, INC.	COM	48123V102	7,098	81,952	SH		SOLE		81,952	0	0
JACK HENRY & ASSOC	COM	426281101	20,496	157,223	SH		SOLE		157,223	0	0
JGC CORP	ADR	466140100	2,574	63,833	SH		SOLE		63,833	0	0
KAO CORP	ADR	485537401	309	20,240	SH		SOLE		20,240	0	0
KEYCORP	COM	493267108	8,544	437,278	SH		SOLE		437,278	0	0
KEYSIGHT TECHNOLOGIES, INC.	COM	49338L103	43,247	732,626	SH		SOLE		732,626	0	0
KLA-TENCOR CORP	COM	482480100	7,125	69,489	SH		SOLE		69,489	0	0
KOMATSU LTD	ADR	500458401	2,728	95,376	SH		SOLE		95,376	0	0
KUBOTA CORP	ADR	501173207	2,926	37,192	SH		SOLE		37,192	0	0
L'OREAL S.A.	ADR	502117203	2,471	50,035	SH		SOLE		50,035	0	0
L3 TECHNOLOGIES INC	COM	502413107	15,624	81,239	SH		SOLE		81,239	0	0
LAMAR ADVERTISING COMPANY	REIT	512816109	33,542	491,019	SH		SOLE		491,019	0	0
LEAR CORPORATION	COM	521865204	24,176	130,111	SH		SOLE		130,111	0	0
LENDINGTREE INC	COM	52603B107	28,848	134,930	SH		SOLE		134,930	0	0
LGI HOMES INC	COM	50187T106	3,465	60,018	SH		SOLE		60,018	0	0
LHC GROUP INC	COM	50187A107	5,232	61,128	SH		SOLE		61,128	0	0
LINCOLN NATIONAL CORPORATION	COM	534187109	17,798	285,917	SH		SOLE		285,917	0	0
LINDBLAD EXPEDITIONS HLDGS INC	COM	535219109	2,463	185,887	SH		SOLE		185,887	0	0
LIVE NATION ENTERTAINMENT, INC.	COM	538034109	16,526	340,247	SH		SOLE		340,247	0	0
MACQUARIE GROUP LIMITED	ADR	55607P204	3,739	40,931	SH		SOLE		40,931	0	0
MARATHON PETROLEUM COMPANY	COM	56585A102	25,337	361,125	SH		SOLE		361,125	0	0
MARKETAXESS HLDGS	COM	57060D108	9,846	49,760	SH		SOLE		49,760	0	0
MARTIN MARIETTA MATERIALS INC	COM	573284106	19,804	88,675	SH		SOLE		88,675	0	0
MATCH GROUP, INC.	COM	57665R106	13,537	349,434	SH		SOLE		349,434	0	0
METTLER-TOLEDO INTERNATIONAL INC	COM	592688105	20,835	36,008	SH		SOLE		36,008	0	0
MOLINA HEALTHCARE, INC.	COM	60855R100	25,795	263,380	SH		SOLE		263,380	0	0
MONRO INC	COM	610236101	6,241	107,416	SH		SOLE		107,416	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	18,291	319,208	SH		SOLE		319,208	0	0
MTN GROUP LTD	ADR	62474M108	1,864	236,824	SH		SOLE		236,824	0	0
MUNICH REINSURANCE	ADR	626188106	3,122	147,668	SH		SOLE		147,668	0	0
NEKTAR THERAPEUTICS	COM	640268108	22,647	463,787	SH		SOLE		463,787	0	0
NESTLE SA/AG	ADR	641069406	21,340	275,542	SH		SOLE		275,542	0	0
NEWFIELD EXPLORATION COMPANY	COM	651290108	81,699	2,700,782	SH		SOLE		2,700,782	0	0
NEWMONT MINING CORPORATION	COM	651639106	33,281	882,552	SH		SOLE		882,552	0	0
NITTO ELECTRIC INDUSTRIAL CO	ADR	654802206	3,080	81,402	SH		SOLE		81,402	0	0
NLIGHT INC	ADR	65487K100	334	10,106	SH		SOLE		10,106	0	0
NORFOLK SOUTHERN CORPORATION	COM	655844108	19,694	130,536	SH		SOLE		130,536	0	0
NOVARTIS AG	ADR	66987V109	17,405	230,405	SH		SOLE		230,405	0	0
NOVO-NORDISK AS	ADR	670100205	21,228	460,279	SH		SOLE		460,279	0	0
NVR INC	COM	62944T105	17,489	5,888	SH		SOLE		5,888	0	0
OLD DOMINION FGHT	COM	679580100	16,011	107,486	SH		SOLE		107,486	0	0
OMEGA HEALTHCARE INVESTORS, INC.	REIT	681936100	35,040	1,130,335	SH		SOLE		1,130,335	0	0
OMNICELL INC	COM	68213N109	8,642	164,774	SH		SOLE		164,774	0	0
ONE GAS, INC.	COM	68235P108	30,941	413,988	SH		SOLE		413,988	0	0
OREILLY AUTOMOTIVE, INC.	COM	67103H107	11,500	42,037	SH		SOLE		42,037	0	0
ORIX CORPORATION	ADR	686330101	3,494	44,220	SH		SOLE		44,220	0	0
OUTFRONT MEDIA INC	REIT	69007J106	27,608	1,419,416	SH		SOLE		1,419,416	0	0
OWENS CORNING	COM	690742101	20,558	324,415	SH		SOLE		324,415	0	0
PALO ALTO NETWORKS INC	COM	697435105	28,999	141,134	SH		SOLE		141,134	0	0
PANDORA A/S	ADR	698341203	2,074	118,728	SH		SOLE		118,728	0	0
PARSLEY ENERGY INC	COM	701877102	17,517	578,490	SH		SOLE		578,490	0	0
PATTERSON UTI ENEG	COM	703481101	8,225	456,939	SH		SOLE		456,939	0	0
PAYCHEX INC	COM	704326107	26,486	387,507	SH		SOLE		387,507	0	0
PEGASYSTEMS INC	COM	705573103	5,837	106,515	SH		SOLE		106,515	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	5,703	155,389	SH		SOLE		155,389	0	0
PETMED EXPRESS INC	COM	716382106	3,563	80,876	SH		SOLE		80,876	0	0
PLEXUS CORP	COM	729132100	2,033	34,151	SH		SOLE		34,151	0	0
POLARIS INDUSTRIES	COM	731068102	16,155	132,222	SH		SOLE		132,222	0	0
POWER INTEGRATIONS	COM	739276103	4,242	58,068	SH		SOLE		58,068	0	0
PRA GROUP INC	COM	69354N106	3,472	90,071	SH		SOLE		90,071	0	0
PRA HEALTH SCIENCES INC	COM	69354M108	7,254	77,695	SH		SOLE		77,695	0	0
PRICE T ROWE GROUP	COM	74144T108	12,175	104,877	SH		SOLE		104,877	0	0
PROOFPOINT, INC.	COM	743424103	16,616	144,095	SH		SOLE		144,095	0	0
PROTO LABS INC	COM	743713109	7,604	63,924	SH		SOLE		63,924	0	0
PRUDENTIAL PLC	ADR	74435K204	20,758	454,218	SH		SOLE		454,218	0	0
PURE STORAGE INC	COM	74624M102	17,333	725,817	SH		SOLE		725,817	0	0
PVH CORPORATION	COM	693656100	12,991	86,769	SH		SOLE		86,769	0	0
QTS REALTY TRUST INC	REIT	74736A103	1,855	46,973	SH		SOLE		46,973	0	0
RADIANT LOGISTICS	COM	75025X100	1,299	332,273	SH		SOLE		332,273	0	0
RALPH LAUREN CORPORATION	COM	751212101	16,291	129,581	SH		SOLE		129,581	0	0
RECKITT BENCK GRP	COM	756255204	3,766	228,601	SH		SOLE		228,601	0	0
RED HAT INC	COM	756577102	16,547	123,144	SH		SOLE		123,144	0	0
ROBERT HALF INTL	COM	770323103	18,936	290,872	SH		SOLE		290,872	0	0
ROCHE HOLDINGS AG	ADR	771195104	3,690	132,912	SH		SOLE		132,912	0	0
ROCKWELL AUTOMATION, INC.	COM	773903109	5,095	30,653	SH		SOLE		30,653	0	0
ROSS STORES INC	COM	778296103	28,776	339,542	SH		SOLE		339,542	0	0
ROYAL CARIBBEAN CRUISES LTD.	COM	V7780T103	30,867	297,943	SH		SOLE		297,943	0	0
ROYAL DUTCH SHELL PLC	ADR	780259107	19,073	262,526	SH		SOLE		262,526	0	0
RYANAIR HOLDINGS PLC	ADR	783513203	23,022	201,541	SH		SOLE		201,541	0	0
S&P GLOBAL INC	COM	78409V104	21,128	103,626	SH		SOLE		103,626	0	0
SANDVIK A/B	ADR	800212201	3,772	212,227	SH		SOLE		212,227	0	0
SAP SE	ADR	803054204	18,237	157,676	SH		SOLE		157,676	0	0
SCIENCE APPLICATNS INTL CP NEW	COM	808625107	21,988	271,690	SH		SOLE		271,690	0	0
SEMTECH CORPORATION	COM	816850101	7,597	161,472	SH		SOLE		161,472	0	0
SERVICENOW INC	COM	81762P102	20,123	116,677	SH		SOLE		116,677	0	0
SIEMENS AG	ADR	826197501	3,303	49,980	SH		SOLE		49,980	0	0
SINGAPORE TELECOMMUNICATIONS	ADR	82929R304	6,140	271,824	SH		SOLE		271,824	0	0
SIX FLAGS ENTERTAINMENT CORP.	COM	83001A102	27,061	386,316	SH		SOLE		386,316	0	0
SKECHERS USA, INC.	COM	830566105	8,214	273,707	SH		SOLE		273,707	0	0
SKF AB	ADR	784375404	283	15,210	SH		SOLE		15,210	0	0
SKYWORKS SOLUTIONS, INC.	COM	83088M102	12,712	131,527	SH		SOLE		131,527	0	0
SOUTHWEST AIRLINES CO.	COM	844741108	26,086	512,698	SH		SOLE		512,698	0	0
SPIRIT AIRLINES	COM	848577102	35,052	964,299	SH		SOLE		964,299	0	0
SPLUNK INC	COM	848637104	22,594	227,964	SH		SOLE		227,964	0	0
SPRINT CORPORATION	COM	85207U105	33,062	6,077,591	SH		SOLE		6,077,591	0	0
STEEL DYNAMICS, INC.	COM	858119100	31,476	685,016	SH		SOLE		685,016	0	0
SUBARU CO LTD	ADR	86428V104	3,642	250,202	SH		SOLE		250,202	0	0
SUNTRUST BANKS, INC.	COM	867914103	10,699	162,056	SH		SOLE		162,056	0	0
SUPERNUS PHARMACEUTICALS, INC	COM	868459108	35,617	595,096	SH		SOLE		595,096	0	0
SVB FINANCIAL GROUP	COM	78486Q101	25,369	87,855	SH		SOLE		87,855	0	0
SYSMEX CORP	ADR	87184P109	2,230	47,782	SH		SOLE		47,782	0	0
TAIWAN SEMICONDUCTOR MANUFACTURING CO.	ADR	874039100	6,152	168,275	SH		SOLE		168,275	0	0
TAKE-TWO INTERACTIVE SOFTWARE INC.	COM	874054109	28,179	238,077	SH		SOLE		238,077	0	0
TECHNIPFMC PLC	COM	G87110105	17,641	555,795	SH		SOLE		555,795	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	8,259	41,489	SH		SOLE		41,489	0	0
TELEFLEX INCORPORATED	COM	879369106	17,119	63,825	SH		SOLE		63,825	0	0
TENNECO INC.	COM	880349105	11,774	267,832	SH		SOLE		267,832	0	0
TEXAS ROADHOUSE	COM	882681109	18,383	280,606	SH		SOLE		280,606	0	0
TEXTRON INC.	COM	883203101	39,629	601,261	SH		SOLE		601,261	0	0
THE CHEMOURS COMPANY LLC	COM	163851108	14,312	322,628	SH		SOLE		322,628	0	0
THE CLOROX COMPANY	COM	189054109	22,919	169,460	SH		SOLE		169,460	0	0
THE HANOVER INSURANCE GROUP, INC.	COM	410867105	36,749	307,371	SH		SOLE		307,371	0	0
THE HARTFORD FINANCIAL SERVICES GROUP, INC.	COM	416515104	21,568	421,836	SH		SOLE		421,836	0	0
THE TIMKEN COMPANY	COM	887389104	15,726	361,098	SH		SOLE		361,098	0	0
THE TRADE DESK INC	COM	88339J105	5,481	58,430	SH		SOLE		58,430	0	0
THOR INDUSTRIES	COM	885160101	21,044	216,082	SH		SOLE		216,082	0	0
TOKYO ELECTRON LTD	ADR	889110102	3,209	74,758	SH		SOLE		74,758	0	0
TOTAL S.A.	ADR	89151E109	3,342	55,182	SH		SOLE		55,182	0	0
TYSON FOODS, INC.	COM	902494103	14,818	215,218	SH		SOLE		215,218	0	0
ULTA BEAUTY INC	COM	90384S303	7,779	33,321	SH		SOLE		33,321	0	0
UMPQUA HOLDINGS CO	COM	904214103	35,926	1,590,358	SH		SOLE		1,590,358	0	0
UNILEVER PLC	ADR	904767704	400	7,228	SH		SOLE		7,228	0	0
UNITED RENTALS, INC.	COM	911363109	27,534	186,520	SH		SOLE		186,520	0	0
US PHYSICAL THERAP	COM	90337L108	8,292	86,378	SH		SOLE		86,378	0	0
VAIL RESORTS, INC.	COM	91879Q109	21,737	79,277	SH		SOLE		79,277	0	0
VAREX IMAGING CORPORATION	COM	92214X106	3,259	87,861	SH		SOLE		87,861	0	0
VEECO INSTRUMENTS INC.	COM	922417100	2,014	141,318	SH		SOLE		141,318	0	0
VEEVA SYSTEMS INC	COM	922475108	18,057	234,934	SH		SOLE		234,934	0	0
VIRTUSA CORP	COM	92827P102	3,375	69,332	SH		SOLE		69,332	0	0
VOLKSWAGEN AKTIENGESELLSCHAFT	ADR	928662303	3,978	120,395	SH		SOLE		120,395	0	0
VOYA FINANCIAL INC	COM	929089100	74,594	1,587,114	SH		SOLE		1,587,114	0	0
VULCAN MATERIALS COMPANY	COM	929160109	17,054	132,137	SH		SOLE		132,137	0	0
W.R. BERKLEY CORPORATION	COM	084423102	23,430	323,570	SH		SOLE		323,570	0	0
WAGEWORKS INC	COM	930427109	4,363	87,265	SH		SOLE		87,265	0	0
WAL-MART DE MEXICO	ADR	93114W107	22,760	853,420	SH		SOLE		853,420	0	0
WHITE MOUNTNS INSU	COM	G9618E107	25,975	28,651	SH		SOLE		28,651	0	0
WOODSIDE PETROLEUM LTD.	ADR	980228308	3,054	116,579	SH		SOLE		116,579	0	0
WPP PLC	ADR	92937A102	2,202	28,020	SH		SOLE		28,020	0	0
WPX ENERGY INC	COM	98212B103	35,397	1,963,252	SH		SOLE		1,963,252	0	0
XCEL ENERGY INC	COM	98389B100	54,838	1,200,475	SH		SOLE		1,200,475	0	0
XILINX INC.	COM	983919101	8,143	124,783	SH		SOLE		124,783	0	0
XYLEM, INC.	COM	98419M100	20,990	311,518	SH		SOLE		311,518	0	0