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	3,428	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