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	3,302	317,796	SH		SOLE		317,796	0	0
ABB LIMITED	ADR	000375204	3,220	136,267	SH		SOLE		136,267	0	0
ABIOMED INC	COM	003654100	55,816	124,105	SH		SOLE		124,105	0	0
ACUITY BRANDS, INC.	COM	00508Y102	20,603	131,062	SH		SOLE		131,062	0	0
ADECCO GROUP AG	ADR	006754204	2,688	101,877	SH		SOLE		101,877	0	0
ADVANCED MICRO DEVICES, INC.	COM	007903107	24,790	802,522	SH		SOLE		802,522	0	0
AEROJET ROCKETDYNE HLDGS INC	COM	007800105	17,514	515,281	SH		SOLE		515,281	0	0
AFLAC INCORPORATED	COM	001055102	21,850	464,201	SH		SOLE		464,201	0	0
AGCO CORPORATION	COM	001084102	17,030	280,144	SH		SOLE		280,144	0	0
AIR LIQUIDE S.A.(L')	ADR	009126202	3,164	120,214	SH		SOLE		120,214	0	0
ALASKA AIR GROUP, INC.	COM	011659109	31,660	459,772	SH		SOLE		459,772	0	0
ALBANY INTERNATIONAL CORP.	COM	012348108	5,797	72,915	SH		SOLE		72,915	0	0
ALBEMARLE CORP	COM	012653101	23,116	231,666	SH		SOLE		231,666	0	0
ALIGN TECHNOLOGY I	COM	016255101	34,002	86,912	SH		SOLE		86,912	0	0
ALLIANZ SOCIETAS EUROPAEA-SE	ADR	018805101	23,965	1,074,625	SH		SOLE		1,074,625	0	0
ALLISON TRANSMISSION HOLDINGS INC	COM	01973R101	27,500	528,749	SH		SOLE		528,749	0	0
AMBARELLA INC	COM	G037AX101	2,881	74,489	SH		SOLE		74,489	0	0
AMERCO	COM	023586100	15,972	44,782	SH		SOLE		44,782	0	0
AMERICAN EAGLE OUTFITTER	COM	02553E106	17,262	695,212	SH		SOLE		695,212	0	0
AMERICAN WATER WOR	COM	030420103	34,918	396,928	SH		SOLE		396,928	0	0
AMERIPRISE FINANCIAL, INC.	COM	03076C106	10,506	71,152	SH		SOLE		71,152	0	0
AMN HEALTHCARE SVS	COM	001744101	6,177	112,924	SH		SOLE		112,924	0	0
AMNEAL PHARMACEUTICALS INC	COM	03168L105	2,420	109,059	SH		SOLE		109,059	0	0
ANALOG DEVICES INC.	COM	032654105	5,123	55,404	SH		SOLE		55,404	0	0
ANDEAVOR	COM	03349M105	21,793	141,975	SH		SOLE		141,975	0	0
ARCH CAPITAL GROUP LTD.	COM	G0450A105	13,698	459,508	SH		SOLE		459,508	0	0
ARISTA NETWORKS INC	COM	040413106	34,999	131,643	SH		SOLE		131,643	0	0
ASPEN TECHNOLOGY, INC.	COM	045327103	19,753	173,410	SH		SOLE		173,410	0	0
ASTELLAS PHARMA INC.	ADR	04623U102	3,252	186,380	SH		SOLE		186,380	0	0
ASTRONICS CORP	COM	046433108	5,018	115,353	SH		SOLE		115,353	0	0
ATMOS ENERGY CORPORATION	COM	049560105	72,711	774,264	SH		SOLE		774,264	0	0
AXA	ADR	054536107	3,695	137,429	SH		SOLE		137,429	0	0
AXOS FINANCIAL INC	COM	05465C100	4,558	132,541	SH		SOLE		132,541	0	0
BALCHEM CORP	COM	057665200	6,711	59,871	SH		SOLE		59,871	0	0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	ADR	05946K101	3,644	578,415	SH		SOLE		578,415	0	0
BANCOLOMBIA S.A.	ADR	05968L102	20,572	493,086	SH		SOLE		493,086	0	0
BASF SE	ADR	055262505	3,639	163,730	SH		SOLE		163,730	0	0
BEST BUY INC	COM	086516101	24,511	308,860	SH		SOLE		308,860	0	0
BHP BILLITON LIMITED	ADR	088606108	16,180	324,645	SH		SOLE		324,645	0	0
BIG LOTS INC	COM	089302103	18,813	450,169	SH		SOLE		450,169	0	0
BIOMARIN PHARMACEUTICAL INC.	COM	09061G101	14,597	150,533	SH		SOLE		150,533	0	0
BIOTELEMETRY INC	COM	090672106	9,459	146,768	SH		SOLE		146,768	0	0
BLOCK(H&R)INC	COM	093671105	22,902	889,402	SH		SOLE		889,402	0	0
BNP PARIBAS	ADR	05565A202	3,509	114,631	SH		SOLE		114,631	0	0
BRIT AMER TOBACCO	ADR	110448107	2,639	56,599	SH		SOLE		56,599	0	0
BRUKER CORPORATION	COM	116794108	6,451	192,856	SH		SOLE		192,856	0	0
BRUNSWICK CORPORATION	COM	117043109	15,197	226,755	SH		SOLE		226,755	0	0
BWX TECHNOLOGIES INC	COM	05605H100	31,253	499,736	SH		SOLE		499,736	0	0
CAMBREX CORP	COM	132011107	6,293	91,997	SH		SOLE		91,997	0	0
CAMPING WORLD HOLDINGS INC	COM	13462K109	1,801	84,486	SH		SOLE		84,486	0	0
CARBONITE INC	COM	141337105	6,859	192,389	SH		SOLE		192,389	0	0
CARETRUST REIT INC	REIT	14174T107	2,700	152,431	SH		SOLE		152,431	0	0
CARPENTER TECHNOLOGY CORPORATION	COM	144285103	2,268	38,469	SH		SOLE		38,469	0	0
CASEYS GEN STORES	COM	147528103	31,714	245,638	SH		SOLE		245,638	0	0
CELANESE CORPORATION	COM	150870103	19,307	169,361	SH		SOLE		169,361	0	0
CF INDUSTRIES HOLDINGS, INC.	COM	125269100	32,663	599,982	SH		SOLE		599,982	0	0
CHART INDUSTRIES INC	COM	16115Q308	4,220	53,873	SH		SOLE		53,873	0	0
CHEESECAKE FACTORY	COM	163072101	3,822	71,390	SH		SOLE		71,390	0	0
CITIZENS FINANCIAL GROUP INC	COM	174610105	4,380	113,562	SH		SOLE		113,562	0	0
CMS ENERGY CORPORATION	COM	125896100	71,150	1,452,038	SH		SOLE		1,452,038	0	0
CNO FINANCIAL GROUP, INC.	COM	12621E103	3,831	180,526	SH		SOLE		180,526	0	0
COCA-COLA HBC AG	ADR	191223205	2,551	74,471	SH		SOLE		74,471	0	0
COHEN & STEERS INC	COM	19247A100	5,022	123,656	SH		SOLE		123,656	0	0
COMPASS GROUP PLC	ADR	20449X401	3,269	146,944	SH		SOLE		146,944	0	0
CONCHO RESOURCES INC.	COM	20605P101	30,947	202,600	SH		SOLE		202,600	0	0
CONTINENTAL AG	ADR	210771200	3,966	113,861	SH		SOLE		113,861	0	0
COUSINS PROPERTIES INCORPORATED	REIT	222795106	41,072	4,620,034	SH		SOLE		4,620,034	0	0
CRACKER BARREL OLD	COM	22410J106	20,427	138,836	SH		SOLE		138,836	0	0
CREDICORP	COM	G2519Y108	24,418	109,458	SH		SOLE		109,458	0	0
CSL	ADR	12637N204	2,823	38,799	SH		SOLE		38,799	0	0
CUTERA INC	COM	232109108	2,975	91,403	SH		SOLE		91,403	0	0
DARDEN RESTAURANTS, INC.	COM	237194105	40,595	365,098	SH		SOLE		365,098	0	0
DASSAULT SYSTEMES	ADR	237545108	1,673	11,185	SH		SOLE		11,185	0	0
DAVE & BUSTER'S ENTERTAINMENT INC	COM	238337109	4,037	60,968	SH		SOLE		60,968	0	0
DESCARTES SYS GROUP INC	COM	249906108	4,284	126,377	SH		SOLE		126,377	0	0
DEVON ENERGY CORPORATION	COM	25179M103	13,363	334,570	SH		SOLE		334,570	0	0
DIAGEO PLC	ADR	25243Q205	19,184	135,414	SH		SOLE		135,414	0	0
DNB ASA	ADR	23328E106	3,518	167,276	SH		SOLE		167,276	0	0
DXC TECHNOLOGY COMPANY	COM	23355L106	105,581	1,128,963	SH		SOLE		1,128,963	0	0
DYCOM INDUSTRIES INC.	COM	267475101	27,247	322,072	SH		SOLE		322,072	0	0
EAGLE PHARMACEUTICALS INC	COM	269796108	3,121	45,022	SH		SOLE		45,022	0	0
EBAY INC.	COM	278642103	5,565	168,529	SH		SOLE		168,529	0	0
EDWARDS LIFESCIENCES CORPORATION	COM	28176E108	42,753	245,564	SH		SOLE		245,564	0	0
ELECTRONICS FOR IMAGING	COM	286082102	3,318	97,358	SH		SOLE		97,358	0	0
ELLIE MAE INC	COM	28849P100	16,566	174,803	SH		SOLE		174,803	0	0
ENBRIDGE INC	COM	29250N105	16,697	517,092	SH		SOLE		517,092	0	0
ENSCO PLC	COM	G3157S106	17,860	2,116,095	SH		SOLE		2,116,095	0	0
ENTEGRIS INC	COM	29362U104	3,417	118,041	SH		SOLE		118,041	0	0
ENVESTNET INC	COM	29404K106	5,667	92,976	SH		SOLE		92,976	0	0
EPLUS INC	COM	294268107	6,424	69,301	SH		SOLE		69,301	0	0
EPR PROPERTIES	REIT	26884U109	52,907	773,374	SH		SOLE		773,374	0	0
ESSITY AKTIEBOLAG PUBL	ADR	29729L102	3,207	127,650	SH		SOLE		127,650	0	0
EVERCORE INC	COM	29977A105	23,049	229,229	SH		SOLE		229,229	0	0
EVEREST RE GROUP	COM	G3223R108	38,347	167,844	SH		SOLE		167,844	0	0
EVERGY INC	COM	30034W106	15,252	277,712	SH		SOLE		277,712	0	0
EXPEDIA GROUP INC	COM	30212P303	18,864	144,575	SH		SOLE		144,575	0	0
FABRINET	COM	G3323L100	3,794	82,007	SH		SOLE		82,007	0	0
FANUC CORPORATION	ADR	307305102	2,523	133,798	SH		SOLE		133,798	0	0
FIRST HORIZON NATIONAL CORPORATION	COM	320517105	47,029	2,724,718	SH		SOLE		2,724,718	0	0
FISERV INC.	COM	337738108	16,869	204,772	SH		SOLE		204,772	0	0
FOOT LOCKER INC	COM	344849104	18,835	369,458	SH		SOLE		369,458	0	0
FRESENIUS SE & CO. KGAA	ADR	35804M105	2,798	152,350	SH		SOLE		152,350	0	0
G-III APPAREL GP	COM	36237H101	4,117	85,437	SH		SOLE		85,437	0	0
GARMIN LTD	COM	H2906T109	19,811	282,806	SH		SOLE		282,806	0	0
GENOMIC HEALTH INC	COM	37244C101	5,645	80,397	SH		SOLE		80,397	0	0
GEOSPACE TECHNOLOGIES CORP	COM	37364X109	1,026	74,896	SH		SOLE		74,896	0	0
GIVAUDAN SA	ADR	37636P108	3,136	63,479	SH		SOLE		63,479	0	0
GPO FIN BANORTE	ADR	40052P107	4,073	112,514	SH		SOLE		112,514	0	0
GRAINGER W W INC	COM	384802104	27,981	78,289	SH		SOLE		78,289	0	0
GREEN DOT CORP	COM	39304D102	4,997	56,256	SH		SOLE		56,256	0	0
GULFPORT ENERGY CORPORATION	COM	402635304	1,184	113,765	SH		SOLE		113,765	0	0
HARRIS CORPORATION	COM	413875105	28,699	169,608	SH		SOLE		169,608	0	0
HEALTHCARE SERVICE	COM	421906108	3,764	92,660	SH		SOLE		92,660	0	0
HEALTHEQUITY INC	COM	42226A107	7,477	79,202	SH		SOLE		79,202	0	0
HENKEL AG & CO. KGAA	ADR	42550U208	18,263	155,606	SH		SOLE		155,606	0	0
HEXCEL CORPORATION	COM	428291108	27,231	406,129	SH		SOLE		406,129	0	0
HILLTOP HOLDINGS INC	COM	432748101	2,864	141,973	SH		SOLE		141,973	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	17,458	527,422	SH		SOLE		527,422	0	0
HMS HOLDINGS CORP	COM	40425J101	5,194	158,319	SH		SOLE		158,319	0	0
HOLLYFRONTIER CORPORATION	COM	436106108	13,631	195,004	SH		SOLE		195,004	0	0
HORMEL FOODS CORP	COM	440452100	15,092	383,043	SH		SOLE		383,043	0	0
HOST HOTELS & RESORTS INC	REIT	44107P104	69,338	3,286,146	SH		SOLE		3,286,146	0	0
HUMANA INC.	COM	444859102	13,610	40,204	SH		SOLE		40,204	0	0
HUNTINGTON INGALLS INDUSTRIES, INC.	COM	446413106	32,283	126,068	SH		SOLE		126,068	0	0
HUNTSMAN CORPORATION	COM	447011107	20,554	754,838	SH		SOLE		754,838	0	0
IAC INTERACTIVECORP	COM	44919P508	26,626	122,861	SH		SOLE		122,861	0	0
ICU MEDICAL INC	COM	44930G107	10,336	36,554	SH		SOLE		36,554	0	0
II-VI INCORPORATED	COM	902104108	7,766	164,196	SH		SOLE		164,196	0	0
ILLUMINA INC	COM	452327109	16,177	44,073	SH		SOLE		44,073	0	0
IMPERIAL OIL LTD	COM	453038408	2,979	92,015	SH		SOLE		92,015	0	0
IMPINJ INC	COM	453204109	2,279	91,823	SH		SOLE		91,823	0	0
INCYTE CORPORATION.	COM	45337C102	16,105	233,139	SH		SOLE		233,139	0	0
INNERWORKINGS INC	COM	45773Y105	4,115	519,560	SH		SOLE		519,560	0	0
INPHI CORP	COM	45772F107	2,759	72,646	SH		SOLE		72,646	0	0
INSPERITY INC	COM	45778Q107	9,732	82,513	SH		SOLE		82,513	0	0
INSTALLED BUILDING PRODUCTS INC	COM	45780R101	3,214	82,410	SH		SOLE		82,410	0	0
IONIS PHARMACEUTICALS, INC.	COM	462222100	19,084	369,985	SH		SOLE		369,985	0	0
IPG PHOTONICS CORP	COM	44980X109	27,928	178,945	SH		SOLE		178,945	0	0
IROBOT CORP	COM	462726100	6,001	54,590	SH		SOLE		54,590	0	0
J2 GLOBAL, INC.	COM	48123V102	6,936	83,722	SH		SOLE		83,722	0	0
JACK HENRY & ASSOC	COM	426281101	26,289	164,223	SH		SOLE		164,223	0	0
JETBLUE AIRWAYS CORPORATION	COM	477143101	25,623	1,323,501	SH		SOLE		1,323,501	0	0
JGC CORP	ADR	466140100	2,929	63,833	SH		SOLE		63,833	0	0
KAO CORP	ADR	485537401	327	20,240	SH		SOLE		20,240	0	0
KEYCORP	COM	493267108	17,068	858,133	SH		SOLE		858,133	0	0
KEYSIGHT TECHNOLOGIES, INC.	COM	49338L103	39,760	599,873	SH		SOLE		599,873	0	0
KOMATSU LTD	ADR	500458401	3,423	112,497	SH		SOLE		112,497	0	0
KUBOTA CORP	ADR	501173207	3,181	37,419	SH		SOLE		37,419	0	0
L'OREAL S.A.	ADR	502117203	2,567	53,204	SH		SOLE		53,204	0	0
L3 TECHNOLOGIES INC	COM	502413107	17,381	81,746	SH		SOLE		81,746	0	0
LAMAR ADVERTISING COMPANY	REIT	512816109	39,749	510,914	SH		SOLE		510,914	0	0
LEAR CORPORATION	COM	521865204	18,960	130,759	SH		SOLE		130,759	0	0
LENDINGTREE INC	COM	52603B107	18,110	78,704	SH		SOLE		78,704	0	0
LGI HOMES INC	COM	50187T106	2,908	61,298	SH		SOLE		61,298	0	0
LHC GROUP INC	COM	50187A107	6,433	62,464	SH		SOLE		62,464	0	0
LINCOLN NATIONAL CORPORATION	COM	534187109	38,525	569,398	SH		SOLE		569,398	0	0
LINDBLAD EXPEDITIONS HLDGS INC	COM	535219109	2,825	189,963	SH		SOLE		189,963	0	0
LIVE NATION ENTERTAINMENT, INC.	COM	538034109	13,922	255,590	SH		SOLE		255,590	0	0
MACQUARIE GROUP LIMITED	ADR	55607P204	3,219	35,292	SH		SOLE		35,292	0	0
MADISON SQUARE GARDEN CO	COM	55825T103	18,377	58,281	SH		SOLE		58,281	0	0
MARATHON PETROLEUM COMPANY	COM	56585A102	13,003	162,599	SH		SOLE		162,599	0	0
MARTIN MARIETTA MATERIALS INC	COM	573284106	22,992	126,362	SH		SOLE		126,362	0	0
MASIMO CORPORATION	COM	574795100	33,793	271,343	SH		SOLE		271,343	0	0
MATCH GROUP, INC.	COM	57665R106	14,789	255,379	SH		SOLE		255,379	0	0
METTLER-TOLEDO INTERNATIONAL INC	COM	592688105	20,597	33,822	SH		SOLE		33,822	0	0
MOLINA HEALTHCARE, INC.	COM	60855R100	57,415	386,112	SH		SOLE		386,112	0	0
MONRO INC	COM	610236101	7,636	109,714	SH		SOLE		109,714	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	18,882	323,987	SH		SOLE		323,987	0	0
MTN GROUP LTD	ADR	62474M108	1,908	308,330	SH		SOLE		308,330	0	0
MUNICH REINSURANCE	ADR	626188106	3,126	141,090	SH		SOLE		141,090	0	0
NEKTAR THERAPEUTICS	COM	640268108	28,903	474,135	SH		SOLE		474,135	0	0
NESTLE SA/AG	ADR	641069406	20,395	243,487	SH		SOLE		243,487	0	0
NEWFIELD EXPLORATION COMPANY	COM	651290108	73,688	2,555,951	SH		SOLE		2,555,951	0	0
NEWMONT MINING CORPORATION	COM	651639106	22,102	731,864	SH		SOLE		731,864	0	0
NITTO ELECTRIC INDUSTRIAL CO	ADR	654802206	3,210	85,631	SH		SOLE		85,631	0	0
NLIGHT INC	COM	65487K100	230	10,361	SH		SOLE		10,361	0	0
NORFOLK SOUTHERN CORPORATION	COM	655844108	23,508	130,237	SH		SOLE		130,237	0	0
NOVARTIS AG	ADR	66987V109	17,681	205,214	SH		SOLE		205,214	0	0
NOVO-NORDISK AS	ADR	670100205	19,512	413,906	SH		SOLE		413,906	0	0
NVR INC	COM	62944T105	8,878	3,593	SH		SOLE		3,593	0	0
OLD DOMINION FGHT	COM	679580100	12,918	80,108	SH		SOLE		80,108	0	0
OMEGA HEALTHCARE INVESTORS, INC.	REIT	681936100	40,059	1,222,431	SH		SOLE		1,222,431	0	0
OMNICELL INC	COM	68213N109	10,977	152,672	SH		SOLE		152,672	0	0
ONE GAS, INC.	COM	68235P108	35,395	430,172	SH		SOLE		430,172	0	0
OREILLY AUTOMOTIVE, INC.	COM	67103H107	29,286	84,319	SH		SOLE		84,319	0	0
ORIX CORPORATION	ADR	686330101	3,640	44,918	SH		SOLE		44,918	0	0
OUTFRONT MEDIA INC	REIT	69007J106	36,934	1,851,351	SH		SOLE		1,851,351	0	0
OWENS CORNING	COM	690742101	17,303	318,836	SH		SOLE		318,836	0	0
PALO ALTO NETWORKS INC	COM	697435105	37,770	167,671	SH		SOLE		167,671	0	0
PANDORA A/S	ADR	698341203	1,854	118,728	SH		SOLE		118,728	0	0
PARKER-HANNIFIN CORPORATION	COM	701094104	19,175	104,249	SH		SOLE		104,249	0	0
PAYCHEX INC	COM	704326107	26,902	365,265	SH		SOLE		365,265	0	0
PBF ENERGY INC	COM	69318G106	18,569	372,048	SH		SOLE		372,048	0	0
PEGASYSTEMS INC	COM	705573103	6,438	102,842	SH		SOLE		102,842	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	5,286	158,733	SH		SOLE		158,733	0	0
PETMED EXPRESS INC	COM	716382106	2,732	82,754	SH		SOLE		82,754	0	0
PLEXUS CORP	COM	729132100	2,051	35,049	SH		SOLE		35,049	0	0
POLARIS INDUSTRIES	COM	731068102	9,051	89,660	SH		SOLE		89,660	0	0
POWER INTEGRATIONS	COM	739276103	3,757	59,440	SH		SOLE		59,440	0	0
PRA GROUP INC	COM	69354N106	3,312	92,004	SH		SOLE		92,004	0	0
PRA HEALTH SCIENCES INC	COM	69354M108	8,445	76,642	SH		SOLE		76,642	0	0
PROOFPOINT, INC.	COM	743424103	11,693	109,965	SH		SOLE		109,965	0	0
PROTO LABS INC	COM	743713109	10,562	65,301	SH		SOLE		65,301	0	0
PRUDENTIAL PLC	ADR	74435K204	21,867	476,515	SH		SOLE		476,515	0	0
PURE STORAGE INC	COM	74624M102	13,180	507,902	SH		SOLE		507,902	0	0
PVH CORPORATION	COM	693656100	4,016	27,815	SH		SOLE		27,815	0	0
QTS REALTY TRUST INC	REIT	74736A103	2,612	61,212	SH		SOLE		61,212	0	0
RADIANT LOGISTICS	COM	75025X100	2,006	339,465	SH		SOLE		339,465	0	0
RALPH LAUREN CORPORATION	COM	751212101	17,042	123,899	SH		SOLE		123,899	0	0
RECKITT BENCK GRP	COM	756255204	3,814	208,401	SH		SOLE		208,401	0	0
RED HAT INC	COM	756577102	17,196	126,178	SH		SOLE		126,178	0	0
ROBERT HALF INTL	COM	770323103	7,293	103,625	SH		SOLE		103,625	0	0
ROCHE HOLDINGS AG	ADR	771195104	3,413	112,192	SH		SOLE		112,192	0	0
ROCKWELL AUTOMATION, INC.	COM	773903109	22,782	121,490	SH		SOLE		121,490	0	0
ROSS STORES INC	COM	778296103	29,089	293,527	SH		SOLE		293,527	0	0
ROYAL CARIBBEAN CRUISES LTD.	COM	V7780T103	33,565	258,315	SH		SOLE		258,315	0	0
ROYAL DUTCH SHELL PLC	ADR	780259107	20,152	284,117	SH		SOLE		284,117	0	0
RYANAIR HOLDINGS PLC	ADR	783513203	21,154	220,266	SH		SOLE		220,266	0	0
S&P GLOBAL INC	COM	78409V104	20,274	103,764	SH		SOLE		103,764	0	0
SANDVIK A/B	ADR	800212201	3,846	216,832	SH		SOLE		216,832	0	0
SAP SE	ADR	803054204	18,309	148,851	SH		SOLE		148,851	0	0
SCIENCE APPLICATNS INTL CP NEW	COM	808625107	21,061	261,299	SH		SOLE		261,299	0	0
SEMTECH CORPORATION	COM	816850101	8,895	159,983	SH		SOLE		159,983	0	0
SERVICENOW INC	COM	81762P102	37,265	190,487	SH		SOLE		190,487	0	0
SIEMENS AG	ADR	826197501	2,893	45,147	SH		SOLE		45,147	0	0
SINGAPORE TELECOMMUNICATIONS	ADR	82929R304	5,850	246,713	SH		SOLE		246,713	0	0
SIX FLAGS ENTERTAINMENT CORP.	COM	83001A102	27,506	393,950	SH		SOLE		393,950	0	0
SKF AB	ADR	784375404	300	15,210	SH		SOLE		15,210	0	0
SKYWORKS SOLUTIONS, INC.	COM	83088M102	7,737	85,293	SH		SOLE		85,293	0	0
SOUTHWEST AIRLINES CO.	COM	844741108	31,910	510,965	SH		SOLE		510,965	0	0
SPIRIT AIRLINES	COM	848577102	36,955	786,772	SH		SOLE		786,772	0	0
SPLUNK INC	COM	848637104	24,267	200,704	SH		SOLE		200,704	0	0
SPRINT CORPORATION	COM	85207U105	40,342	6,168,531	SH		SOLE		6,168,531	0	0
SQUARE INC	COM	852234103	34,577	349,229	SH		SOLE		349,229	0	0
STEEL DYNAMICS, INC.	COM	858119100	31,775	703,137	SH		SOLE		703,137	0	0
STONERIDGE INC.	COM	86183P102	3,787	127,425	SH		SOLE		127,425	0	0
SUBARU CO LTD	ADR	86428V104	3,415	222,910	SH		SOLE		222,910	0	0
SUNTRUST BANKS, INC.	COM	867914103	26,522	397,102	SH		SOLE		397,102	0	0
SUPERNUS PHARMACEUTICALS, INC	COM	868459108	25,787	512,147	SH		SOLE		512,147	0	0
SVB FINANCIAL GROUP	COM	78486Q101	38,430	123,638	SH		SOLE		123,638	0	0
SYSMEX CORP	ADR	87184P109	2,261	52,511	SH		SOLE		52,511	0	0
TAIWAN SEMICONDUCTOR MANUFACTURING CO.	ADR	874039100	6,145	139,164	SH		SOLE		139,164	0	0
TAKE-TWO INTERACTIVE SOFTWARE INC.	COM	874054109	30,065	217,880	SH		SOLE		217,880	0	0
TAPESTRY INC	COM	876030107	17,990	357,866	SH		SOLE		357,866	0	0
TECHNIPFMC PLC	COM	G87110105	9,858	315,456	SH		SOLE		315,456	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	10,274	41,651	SH		SOLE		41,651	0	0
TELEFLEX INCORPORATED	COM	879369106	35,130	132,023	SH		SOLE		132,023	0	0
TENNECO INC.	COM	880349105	15,700	372,556	SH		SOLE		372,556	0	0
TEXAS ROADHOUSE	COM	882681109	19,958	288,031	SH		SOLE		288,031	0	0
TEXTRON INC.	COM	883203101	43,090	602,915	SH		SOLE		602,915	0	0
THE CHEMOURS COMPANY LLC	COM	163851108	9,589	243,127	SH		SOLE		243,127	0	0
THE CLOROX COMPANY	COM	189054109	26,276	174,697	SH		SOLE		174,697	0	0
THE HANOVER INSURANCE GROUP, INC.	COM	410867105	37,953	307,634	SH		SOLE		307,634	0	0
THE HARTFORD FINANCIAL SERVICES GROUP, INC.	COM	416515104	28,560	571,663	SH		SOLE		571,663	0	0
THE TIMKEN COMPANY	COM	887389104	17,814	357,359	SH		SOLE		357,359	0	0
THE TRADE DESK INC	COM	88339J105	8,285	54,899	SH		SOLE		54,899	0	0
THOR INDUSTRIES	COM	885160101	25,103	299,922	SH		SOLE		299,922	0	0
TOKYO ELECTRON LTD	ADR	889110102	3,086	89,825	SH		SOLE		89,825	0	0
TOTAL S.A.	ADR	89151E109	3,558	55,262	SH		SOLE		55,262	0	0
TRACTOR SUPPLY CO	COM	892356106	24,732	272,139	SH		SOLE		272,139	0	0
TURKIYE GARANTI BANKASI A.S.	ADR	900148701	2,695	2,100,530	SH		SOLE		2,100,530	0	0
TYSON FOODS, INC.	COM	902494103	20,096	337,570	SH		SOLE		337,570	0	0
ULTA BEAUTY INC	COM	90384S303	23,093	81,854	SH		SOLE		81,854	0	0
UMPQUA HOLDINGS CO	COM	904214103	37,865	1,820,413	SH		SOLE		1,820,413	0	0
UNILEVER PLC	ADR	904767704	390	7,089	SH		SOLE		7,089	0	0
UNITED RENTALS, INC.	COM	911363109	28,124	171,909	SH		SOLE		171,909	0	0
UNIVERSAL DISPLAY	COM	91347P105	22,394	189,944	SH		SOLE		189,944	0	0
US PHYSICAL THERAP	COM	90337L108	9,655	81,404	SH		SOLE		81,404	0	0
VAIL RESORTS, INC.	COM	91879Q109	23,217	84,604	SH		SOLE		84,604	0	0
VAREX IMAGING CORPORATION	COM	92214X106	2,589	90,350	SH		SOLE		90,350	0	0
VEEVA SYSTEMS INC	COM	922475108	9,948	91,378	SH		SOLE		91,378	0	0
VIRTUSA CORP	COM	92827P102	3,805	70,835	SH		SOLE		70,835	0	0
VOLKSWAGEN AKTIENGESELLSCHAFT	ADR	928662600	4,368	250,536	SH		SOLE		250,536	0	0
VOYA FINANCIAL INC	COM	929089100	79,646	1,603,497	SH		SOLE		1,603,497	0	0
VULCAN MATERIALS COMPANY	COM	929160109	15,176	136,476	SH		SOLE		136,476	0	0
W.R. BERKLEY CORPORATION	COM	084423102	39,762	497,458	SH		SOLE		497,458	0	0
WAGEWORKS INC	COM	930427109	3,812	89,158	SH		SOLE		89,158	0	0
WAL-MART DE MEXICO	ADR	93114W107	21,520	708,837	SH		SOLE		708,837	0	0
WHITE MOUNTNS INSU	COM	G9618E107	22,423	23,960	SH		SOLE		23,960	0	0
WOODSIDE PETROLEUM LTD.	ADR	980228308	3,022	108,245	SH		SOLE		108,245	0	0
WORKDAY INC	COM	98138H101	21,033	144,079	SH		SOLE		144,079	0	0
WPP PLC	ADR	92937A102	2,244	30,623	SH		SOLE		30,623	0	0
WPX ENERGY INC	COM	98212B103	33,198	1,649,984	SH		SOLE		1,649,984	0	0
XCEL ENERGY INC	COM	98389B100	46,693	989,049	SH		SOLE		989,049	0	0
XILINX INC.	COM	983919101	10,758	134,188	SH		SOLE		134,188	0	0
XYLEM, INC.	COM	98419M100	26,078	326,509	SH		SOLE		326,509	0	0