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
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	5,614	647,562	SH		SOLE		647,562	0	0
ABB LIMITED	ADR	000375204	2,536	105,256	SH		SOLE		105,256	0	0
ACUITY BRANDS, INC.	COM	00508Y102	5,089	36,875	SH		SOLE		36,875	0	0
ADECCO GROUP AG	ADR	006754204	4,221	133,415	SH		SOLE		133,415	0	0
ADVANCED MICRO DEVICES, INC.	COM	007903107	39,622	863,983	SH		SOLE		863,983	0	0
AEROJET ROCKETDYNE HLDGS INC	COM	007800105	18,448	404,036	SH		SOLE		404,036	0	0
AFLAC INCORPORATED	COM	001055102	18,039	341,000	SH		SOLE		341,000	0	0
AGCO CORPORATION	COM	001084102	15,941	206,352	SH		SOLE		206,352	0	0
AGNC INVESTMENT CORP	REIT	00123Q104	91,770	5,190,614	SH		SOLE		5,190,614	0	0
AGNICO EAGLE MINES LTD	COM	008474108	15,217	246,994	SH		SOLE		246,994	0	0
AGREE REALTY CORP	REIT	008492100	7,557	107,697	SH		SOLE		107,697	0	0
AIR LIQUIDE S.A.(L')	ADR	009126202	2,937	104,710	SH		SOLE		104,710	0	0
ALASKA AIR GROUP, INC.	COM	011659109	20,147	297,377	SH		SOLE		297,377	0	0
ALBANY INTERNATIONAL CORP.	COM	012348108	8,058	106,139	SH		SOLE		106,139	0	0
ALIGN TECHNOLOGY I	COM	016255101	9,175	32,881	SH		SOLE		32,881	0	0
ALLIANZ SOCIETAS EUROPAEA-SE	ADR	018805101	18,212	752,248	SH		SOLE		752,248	0	0
ALLISON TRANSMISSION HOLDINGS INC	COM	01973R101	10,008	207,124	SH		SOLE		207,124	0	0
ALLY FINANCIAL INC.	COM	02005N100	61,616	2,016,231	SH		SOLE		2,016,231	0	0
AMBARELLA INC	COM	G037AX101	6,543	108,040	SH		SOLE		108,040	0	0
AMERCO	COM	023586100	27,646	73,561	SH		SOLE		73,561	0	0
AMERICAN EAGLE OUTFITTER	COM	02553E106	29,502	2,006,924	SH		SOLE		2,006,924	0	0
AMERICOLD REALTY T	REIT	03064D108	38,541	1,099,285	SH		SOLE		1,099,285	0	0
AMN HEALTHCARE SVS	COM	001744101	9,632	154,584	SH		SOLE		154,584	0	0
ANALOG DEVICES INC.	COM	032654105	30,935	260,307	SH		SOLE		260,307	0	0
APPLIED INDL TECHS	COM	03820C105	5,352	80,245	SH		SOLE		80,245	0	0
ARCH CAPITAL GROUP LTD.	COM	G0450A105	36,108	841,870	SH		SOLE		841,870	0	0
ARISTA NETWORKS INC	COM	040413106	21,272	104,581	SH		SOLE		104,581	0	0
ASTELLAS PHARMA INC.	ADR	04623U102	4,431	260,199	SH		SOLE		260,199	0	0
ASTRONICS CORP	COM	046433108	6,102	218,314	SH		SOLE		218,314	0	0
ATMOS ENERGY CORPORATION	COM	049560105	37,241	332,922	SH		SOLE		332,922	0	0
ATOS SE	ADR	04962A105	290	17,320	SH		SOLE		17,320	0	0
AVALONBAY COMMUNITIES, INC.	REIT	053484101	21,049	100,377	SH		SOLE		100,377	0	0
AXA	ADR	054536107	3,872	137,557	SH		SOLE		137,557	0	0
AXOS FINANCIAL INC	COM	05465C100	5,812	191,950	SH		SOLE		191,950	0	0
BAKER HUGHES COMPANY	COM	05722G100	50,661	1,976,625	SH		SOLE		1,976,625	0	0
BALCHEM CORP	COM	057665200	8,696	85,568	SH		SOLE		85,568	0	0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	ADR	05946K101	3,789	678,993	SH		SOLE		678,993	0	0
BANCOLOMBIA S.A.	ADR	05968L102	18,752	342,258	SH		SOLE		342,258	0	0
BASF SE	ADR	055262505	2,398	128,129	SH		SOLE		128,129	0	0
BEST BUY INC	COM	086516101	23,209	264,335	SH		SOLE		264,335	0	0
BHP GROUP LTD	ADR	088606108	18,273	333,992	SH		SOLE		333,992	0	0
BIOMARIN PHARMACEUTICAL INC.	COM	09061G101	33,917	401,147	SH		SOLE		401,147	0	0
BIOTELEMETRY INC	COM	090672106	8,832	190,754	SH		SOLE		190,754	0	0
BLUCORA, INC.	COM	095229100	5,313	203,253	SH		SOLE		203,253	0	0
BNP PARIBAS	ADR	05565A202	4,200	141,463	SH		SOLE		141,463	0	0
BRIT AMER TOBACCO	ADR	110448107	3,823	90,028	SH		SOLE		90,028	0	0
BROWN & BROWN INC	COM	115236101	37,309	945,000	SH		SOLE		945,000	0	0
BRUKER CORPORATION	COM	116794108	12,364	242,576	SH		SOLE		242,576	0	0
BURLINGTON STORES INC.	COM	122017106	19,118	83,841	SH		SOLE		83,841	0	0
BWX TECHNOLOGIES INC	COM	05605H100	20,874	336,251	SH		SOLE		336,251	0	0
CABOT OIL & GAS CO	COM	127097103	7,697	442,111	SH		SOLE		442,111	0	0
CANADIAN NAT RES LTD	COM	136385101	288	8,916	SH		SOLE		8,916	0	0
CANTEL MEDCORP	COM	138098108	3,316	46,766	SH		SOLE		46,766	0	0
CARETRUST REIT INC	REIT	14174T107	4,553	220,676	SH		SOLE		220,676	0	0
CARLISLE COMPANIES INCORPORATED	COM	142339100	10,824	66,883	SH		SOLE		66,883	0	0
CARPENTER TECHNOLOGY CORPORATION	COM	144285103	2,801	56,273	SH		SOLE		56,273	0	0
CASEYS GEN STORES	COM	147528103	70,408	442,845	SH		SOLE		442,845	0	0
CENTENE CORPORATION	COM	15135B101	20,537	326,655	SH		SOLE		326,655	0	0
CF INDUSTRIES HOLDINGS, INC.	COM	125269100	18,855	394,949	SH		SOLE		394,949	0	0
CHART INDUSTRIES INC	COM	16115Q308	7,935	117,578	SH		SOLE		117,578	0	0
CHEESECAKE FACTORY	COM	163072101	4,508	116,011	SH		SOLE		116,011	0	0
CHIPOTLE MEXICAN G	COM	169656105	19,376	23,146	SH		SOLE		23,146	0	0
CMS ENERGY CORPORATION	COM	125896100	43,312	689,248	SH		SOLE		689,248	0	0
CNO FINANCIAL GROUP, INC.	COM	12621E103	4,544	250,634	SH		SOLE		250,634	0	0
COCA-COLA HBC AG	ADR	191223205	3,050	88,917	SH		SOLE		88,917	0	0
COHEN & STEERS INC	COM	19247A100	11,209	178,602	SH		SOLE		178,602	0	0
COMPASS GROUP PLC	ADR	20449X401	3,244	128,468	SH		SOLE		128,468	0	0
CONTINENTAL AG	ADR	210771200	3,204	249,812	SH		SOLE		249,812	0	0
COPART INC	COM	217204106	24,506	269,478	SH		SOLE		269,478	0	0
CORE LABORATORIES	COM	N22717107	2,776	73,705	SH		SOLE		73,705	0	0
COSTAR GROUP INC	COM	22160N109	28,998	48,468	SH		SOLE		48,468	0	0
COUSINS PROPERTIES INCORPORATED	REIT	222795502	42,421	1,029,636	SH		SOLE		1,029,636	0	0
CRACKER BARREL OLD	COM	22410J106	5,983	38,917	SH		SOLE		38,917	0	0
CREDICORP	COM	G2519Y108	17,599	82,575	SH		SOLE		82,575	0	0
CSL	ADR	12637N204	3,718	38,235	SH		SOLE		38,235	0	0
DARDEN RESTAURANTS, INC.	COM	237194105	27,133	248,906	SH		SOLE		248,906	0	0
DARLING INGREDIENTS, INC	COM	237266101	8,575	305,378	SH		SOLE		305,378	0	0
DASSAULT SYSTEMES	ADR	237545108	2,301	13,990	SH		SOLE		13,990	0	0
DAVE & BUSTER'S ENTERTAINMENT INC	COM	238337109	5,405	134,541	SH		SOLE		134,541	0	0
DESCARTES SYS GROUP INC	COM	249906108	7,821	183,078	SH		SOLE		183,078	0	0
DIAGEO PLC	ADR	25243Q205	15,074	89,503	SH		SOLE		89,503	0	0
DNB ASA	ADR	23328E106	4,105	220,246	SH		SOLE		220,246	0	0
DOCUSIGN INC	COM	256163106	40,814	550,723	SH		SOLE		550,723	0	0
DOLLAR GENERAL CORPORATION	COM	256677105	83,680	536,476	SH		SOLE		536,476	0	0
DXC TECHNOLOGY COMPANY	COM	23355L106	21,838	580,947	SH		SOLE		580,947	0	0
DYCOM INDUSTRIES, INC.	COM	267475101	5,470	116,005	SH		SOLE		116,005	0	0
EAGLE MATERIALS INC.	COM	26969P108	27,923	307,995	SH		SOLE		307,995	0	0
EAGLE PHARMACEUTICALS INC	COM	269796108	5,398	89,850	SH		SOLE		89,850	0	0
EBAY INC.	COM	278642103	22,725	629,330	SH		SOLE		629,330	0	0
EDWARDS LIFESCIENCES CORPORATION	COM	28176E108	28,732	123,162	SH		SOLE		123,162	0	0
ENBRIDGE INC	COM	29250N105	13,575	341,350	SH		SOLE		341,350	0	0
ENTEGRIS INC	COM	29362U104	8,529	170,282	SH		SOLE		170,282	0	0
ENVESTNET INC	COM	29404K106	9,094	130,607	SH		SOLE		130,607	0	0
EPLUS INC	COM	294268107	6,595	78,246	SH		SOLE		78,246	0	0
EPR PROPERTIES	REIT	26884U109	39,467	558,707	SH		SOLE		558,707	0	0
ESSITY AKTIEBOLAG (PUBL)	ADR	29729L102	3,781	117,219	SH		SOLE		117,219	0	0
EURONET WORLDWIDE, INC.	COM	298736109	30,540	193,832	SH		SOLE		193,832	0	0
EVERCORE INC	COM	29977A105	33,182	443,844	SH		SOLE		443,844	0	0
EVEREST RE GROUP	COM	G3223R108	11,518	41,607	SH		SOLE		41,607	0	0
EXPEDIA GROUP INC	COM	30212P303	41,525	383,990	SH		SOLE		383,990	0	0
FABRINET	COM	G3323L100	8,938	137,854	SH		SOLE		137,854	0	0
FANUC CORPORATION	ADR	307305102	1,895	102,900	SH		SOLE		102,900	0	0
FIRST HORIZON NATIONAL CORPORATION	COM	320517105	19,737	1,191,869	SH		SOLE		1,191,869	0	0
FLEETCOR TECHNOLO	COM	339041105	37,505	130,353	SH		SOLE		130,353	0	0
FLOOR AND DECOR HOLDING INCORPORATION	COM	339750101	13,225	260,284	SH		SOLE		260,284	0	0
FORWARD AIR CORPN	COM	349853101	6,540	93,500	SH		SOLE		93,500	0	0
FRESENIUS SE & CO. KGAA	ADR	35804M105	3,621	259,350	SH		SOLE		259,350	0	0
FTI CONSULTING, INC.	COM	302941109	37,687	340,568	SH		SOLE		340,568	0	0
G-III APPAREL GP	COM	36237H101	5,114	152,660	SH		SOLE		152,660	0	0
GARMIN LTD	COM	H2906T109	8,554	87,676	SH		SOLE		87,676	0	0
GENERAC HLDGS	COM	368736104	37,878	376,561	SH		SOLE		376,561	0	0
GIVAUDAN SA	ADR	37636P108	3,122	49,893	SH		SOLE		49,893	0	0
GPO FIN BANORTE	ADR	40052P107	4,413	158,295	SH		SOLE		158,295	0	0
GRAINGER W W INC	COM	384802104	7,200	21,268	SH		SOLE		21,268	0	0
GREEN DOT CORP	COM	39304D102	2,272	97,503	SH		SOLE		97,503	0	0
HEALTHCARE REALTY TRUST INCORPORATED	REIT	421946104	20,283	607,823	SH		SOLE		607,823	0	0
HEALTHCARE SERVICE	COM	421906108	4,111	169,018	SH		SOLE		169,018	0	0
HEALTHEQUITY INC	COM	42226A107	8,672	117,085	SH		SOLE		117,085	0	0
HENKEL AG & CO. KGAA	ADR	42550U208	14,434	560,640	SH		SOLE		560,640	0	0
HEXCEL CORPORATION	COM	428291108	20,415	278,481	SH		SOLE		278,481	0	0
HILLTOP HOLDINGS INC	COM	432748101	5,169	207,337	SH		SOLE		207,337	0	0
HMS HOLDINGS CORP	COM	40425J101	6,092	205,810	SH		SOLE		205,810	0	0
HOST HOTELS & RESORTS INC	REIT	44107P104	36,628	1,974,535	SH		SOLE		1,974,535	0	0
HUMANA INC.	COM	444859102	30,714	83,799	SH		SOLE		83,799	0	0
HUNTINGTON INGALLS INDUSTRIES, INC.	COM	446413106	27,602	110,021	SH		SOLE		110,021	0	0
HUNTSMAN CORPORATION	COM	447011107	38,385	1,588,794	SH		SOLE		1,588,794	0	0
IAA Inc	COM	449253103	8,997	191,179	SH		SOLE		191,179	0	0
ICU MEDICAL INC	COM	44930G107	9,273	49,559	SH		SOLE		49,559	0	0
IHS MARKIT LTD	COM	G47567105	67,099	890,502	SH		SOLE		890,502	0	0
II-VI INCORPORATED	COM	902104108	8,047	238,996	SH		SOLE		238,996	0	0
IMPERIAL OIL LTD	COM	453038408	3,770	142,434	SH		SOLE		142,434	0	0
IMPINJ INC	COM	453204109	3,443	133,153	SH		SOLE		133,153	0	0
INPHI CORP	COM	45772F107	6,404	86,519	SH		SOLE		86,519	0	0
INSPERITY INC	COM	45778Q107	11,308	131,426	SH		SOLE		131,426	0	0
INSTALLED BUILDING PRODUCTS INC	COM	45780R101	8,249	119,770	SH		SOLE		119,770	0	0
INTEGER HOLDINGS CORPORATION	COM	45826H109	6,563	81,600	SH		SOLE		81,600	0	0
IONIS PHARMACEUTICALS, INC.	COM	462222100	15,635	258,813	SH		SOLE		258,813	0	0
IROBOT CORP	COM	462726100	3,162	62,451	SH		SOLE		62,451	0	0
J2 GLOBAL, INC.	COM	48123V102	10,892	116,227	SH		SOLE		116,227	0	0
JETBLUE AIRWAYS CORPORATION	COM	477143101	13,635	728,373	SH		SOLE		728,373	0	0
JGC HOLDINGS CORPORATION	ADR	466140100	3,737	117,325	SH		SOLE		117,325	0	0
KANSAS CITY SOUTHERN	COM	485170302	42,604	278,168	SH		SOLE		278,168	0	0
KERING S.A.	ADR	492089107	3,891	59,538	SH		SOLE		59,538	0	0
KEYSIGHT TECHNOLOGIES, INC.	COM	49338L103	18,599	181,224	SH		SOLE		181,224	0	0
KIRBY CORP	COM	497266106	2,326	25,975	SH		SOLE		25,975	0	0
KIRKLAND LAKE GO	COM	49741E100	32,878	746,049	SH		SOLE		746,049	0	0
KLA CORPORATION	COM	482480100	38,455	215,835	SH		SOLE		215,835	0	0
KNIGHT SWIFT TRANSN HOLDINGS INC	COM	499049104	13,425	374,588	SH		SOLE		374,588	0	0
KOMATSU LTD	ADR	500458401	3,810	158,483	SH		SOLE		158,483	0	0
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.	COM	50077B207	6,446	357,927	SH		SOLE		357,927	0	0
KUBOTA CORP	ADR	501173207	3,101	39,247	SH		SOLE		39,247	0	0
L'OREAL S.A.	ADR	502117203	2,747	46,662	SH		SOLE		46,662	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	29,055	146,840	SH		SOLE		146,840	0	0
LAM RESEARCH CORPORATION	COM	512807108	30,599	104,647	SH		SOLE		104,647	0	0
LAMAR ADVERTISING COMPANY	REIT	512816109	32,695	366,291	SH		SOLE		366,291	0	0
LAMB WESTON HOLDINGS INC	COM	513272104	14,428	167,709	SH		SOLE		167,709	0	0
LEAR CORPORATION	COM	521865204	48,734	355,203	SH		SOLE		355,203	0	0
LENDINGTREE INC	COM	52603B107	13,350	43,997	SH		SOLE		43,997	0	0
LGI HOMES INC	COM	50187T106	6,798	96,221	SH		SOLE		96,221	0	0
LHC GROUP INC	COM	50187A107	12,499	90,733	SH		SOLE		90,733	0	0
LINCOLN NATIONAL CORPORATION	COM	534187109	85,044	1,441,180	SH		SOLE		1,441,180	0	0
LINDBLAD EXPEDITIONS HLDGS INC	COM	535219109	4,791	293,033	SH		SOLE		293,033	0	0
LIVE NATION ENTERTAINMENT, INC.	COM	538034109	3,389	47,413	SH		SOLE		47,413	0	0
LULULEMON ATHLETIC	COM	550021109	19,331	83,440	SH		SOLE		83,440	0	0
MARATHON PETROLEUM COMPANY	COM	56585A102	30,514	506,463	SH		SOLE		506,463	0	0
MARKETAXESS HLDGS	COM	57060D108	7,486	19,746	SH		SOLE		19,746	0	0
MARSH & MCLENNAN COMPANIES, INC.	COM	571748102	50,605	454,219	SH		SOLE		454,219	0	0
MARTIN MARIETTA MATERIALS INC	COM	573284106	31,512	112,687	SH		SOLE		112,687	0	0
MARVELL TECH GROUP	COM	G5876H105	22,360	841,866	SH		SOLE		841,866	0	0
MASCO CORPORATION	COM	574599106	16,844	350,992	SH		SOLE		350,992	0	0
MASIMO CORPORATION	COM	574795100	33,770	213,651	SH		SOLE		213,651	0	0
MATCH GROUP, INC.	COM	57665R106	9,809	119,458	SH		SOLE		119,458	0	0
MEDPACE HOLDINGS INC.	COM	58506Q109	8,103	96,399	SH		SOLE		96,399	0	0
METTLER-TOLEDO INTERNATIONAL INC	COM	592688105	17,395	21,928	SH		SOLE		21,928	0	0
MID-AMERICA APARTMENT COMMUNITIES, INC.	REIT	59522J103	72,460	549,524	SH		SOLE		549,524	0	0
MOLINA HEALTHCARE, INC.	COM	60855R100	15,322	112,916	SH		SOLE		112,916	0	0
MONOLITHIC PWR SYS	COM	609839105	5,257	29,528	SH		SOLE		29,528	0	0
MONRO INC	COM	610236101	11,711	149,762	SH		SOLE		149,762	0	0
MOODYS CORP	COM	615369105	9,937	41,857	SH		SOLE		41,857	0	0
MOTOROLA SOLUTIONS INC	COM	620076307	27,216	168,897	SH		SOLE		168,897	0	0
MTN GROUP LTD	ADR	62474M108	1,475	249,385	SH		SOLE		249,385	0	0
MUNICH REINSURANCE	ADR	626188106	3,478	118,158	SH		SOLE		118,158	0	0
NESTLE SA/AG	ADR	641069406	13,417	123,934	SH		SOLE		123,934	0	0
NEWMONT GOLDCORP CORPORATION	COM	651639106	13,344	307,116	SH		SOLE		307,116	0	0
NITTO ELECTRIC INDUSTRIAL CO	ADR	654802206	3,510	124,704	SH		SOLE		124,704	0	0
NORWEGIAN CRUISE LINE HOLDINGS LTD	COM	G66721104	64,178	1,098,744	SH		SOLE		1,098,744	0	0
NOVARTIS AG	ADR	66987V109	13,074	138,069	SH		SOLE		138,069	0	0
NOVO NORDISK A/S	ADR	670100205	17,519	302,670	SH		SOLE		302,670	0	0
OLD DOMINION FGHT	COM	679580100	5,176	27,272	SH		SOLE		27,272	0	0
OMEGA HEALTHCARE INVESTORS, INC.	REIT	681936100	40,891	965,546	SH		SOLE		965,546	0	0
OMNICELL INC	COM	68213N109	14,568	178,266	SH		SOLE		178,266	0	0
ON SEMICONDUCTOR CORP.	COM	682189105	14,476	593,752	SH		SOLE		593,752	0	0
ONE GAS, INC.	COM	68235P108	39,738	424,683	SH		SOLE		424,683	0	0
ONEOK INC.	COM	682680103	32,611	430,962	SH		SOLE		430,962	0	0
OREILLY AUTOMOTIVE, INC.	COM	67103H107	12,765	29,127	SH		SOLE		29,127	0	0
ORIX CORPORATION	ADR	686330101	4,068	48,772	SH		SOLE		48,772	0	0
OWENS CORNING	COM	690742101	39,834	611,699	SH		SOLE		611,699	0	0
PATTERSON UTI ENEG	COM	703481101	19,896	1,894,855	SH		SOLE		1,894,855	0	0
PAYCHEX INC	COM	704326107	14,085	165,594	SH		SOLE		165,594	0	0
PEGASYSTEMS INC	COM	705573103	11,190	140,484	SH		SOLE		140,484	0	0
PERFORMANCE FOOD GROUP COMPANY	COM	71377A103	11,866	230,488	SH		SOLE		230,488	0	0
PERSIMMON	ADR	715318101	455	6,269	SH		SOLE		6,269	0	0
PETMED EXPRESS INC	COM	716382106	2,835	120,536	SH		SOLE		120,536	0	0
PLEXUS CORP	COM	729132100	7,341	95,413	SH		SOLE		95,413	0	0
PORTLAND GENERAL ELECTRIC COMPANY	COM	736508847	45,627	817,841	SH		SOLE		817,841	0	0
POWER INTEGRATIONS	COM	739276103	8,536	86,299	SH		SOLE		86,299	0	0
PRA GROUP INC	COM	69354N106	4,823	132,869	SH		SOLE		132,869	0	0
PRA HEALTH SCIENCES INC	COM	69354M108	10,225	91,995	SH		SOLE		91,995	0	0
PROOFPOINT, INC.	COM	743424103	8,325	72,527	SH		SOLE		72,527	0	0
PROTO LABS INC	COM	743713109	9,455	93,107	SH		SOLE		93,107	0	0
PRUDENTIAL PLC	ADR	74435K204	19,961	524,053	SH		SOLE		524,053	0	0
PULTE GROUP INC	COM	745867101	18,370	473,446	SH		SOLE		473,446	0	0
PURE STORAGE INC	COM	74624M102	25,785	1,506,991	SH		SOLE		1,506,991	0	0
QTS REALTY TRUST INC	REIT	74736A103	5,592	103,043	SH		SOLE		103,043	0	0
QUALYS INC	COM	74758T303	6,181	74,135	SH		SOLE		74,135	0	0
QUIDEL CORPORATION	COM	74838J101	7,007	93,388	SH		SOLE		93,388	0	0
RADIANT LOGISTICS	COM	75025X100	2,807	503,961	SH		SOLE		503,961	0	0
RBS CITIZENS FINANCIAL GROUP INC	COM	174610105	51,005	1,255,983	SH		SOLE		1,255,983	0	0
RECKITT BENCK GRP	ADR	756255204	3,255	196,550	SH		SOLE		196,550	0	0
ROBERT HALF INTL	COM	770323103	22,084	349,712	SH		SOLE		349,712	0	0
ROCHE HOLDINGS AG	ADR	771195104	3,932	96,713	SH		SOLE		96,713	0	0
ROKU INC	COM	77543R102	48,738	363,985	SH		SOLE		363,985	0	0
ROYAL CARIBBEAN CRUISES LTD.	COM	V7780T103	96,318	721,428	SH		SOLE		721,428	0	0
ROYAL DUTCH SHELL PLC	ADR	780259107	16,785	279,886	SH		SOLE		279,886	0	0
RYANAIR HOLDINGS PLC	ADR	783513203	24,623	281,056	SH		SOLE		281,056	0	0
SANDERSON FARM INC	COM	800013104	9,463	53,698	SH		SOLE		53,698	0	0
SANDVIK A/B	ADR	800212201	4,326	222,569	SH		SOLE		222,569	0	0
SAP SE	ADR	803054204	14,056	104,906	SH		SOLE		104,906	0	0
SEMTECH CORPORATION	COM	816850101	11,312	213,834	SH		SOLE		213,834	0	0
SERVICENOW INC	COM	81762P102	23,787	84,256	SH		SOLE		84,256	0	0
SIEMENS AG	ADR	826197501	3,205	49,325	SH		SOLE		49,325	0	0
SINGAPORE TELECOMMUNICATIONS	ADR	82929R304	4,215	168,179	SH		SOLE		168,179	0	0
SKYWORKS SOLUTIONS, INC.	COM	83088M102	90,826	751,372	SH		SOLE		751,372	0	0
SPIRIT AIRLINES	COM	848577102	25,838	640,991	SH		SOLE		640,991	0	0
SPLUNK INC	COM	848637104	42,266	282,204	SH		SOLE		282,204	0	0
SPRINT CORPORATION	COM	85207U105	13,540	2,598,885	SH		SOLE		2,598,885	0	0
STONERIDGE INC.	COM	86183P102	5,945	202,757	SH		SOLE		202,757	0	0
SUPERNUS PHARMACEUTICALS, INC	COM	868459108	5,775	243,455	SH		SOLE		243,455	0	0
SVB FINANCIAL GROUP	COM	78486Q101	9,248	36,840	SH		SOLE		36,840	0	0
SYNOVUS FINANCIAL CORP.	COM	87161C501	41,609	1,061,447	SH		SOLE		1,061,447	0	0
SYSMEX CORP	ADR	87184P109	2,631	77,371	SH		SOLE		77,371	0	0
SYSTEMAX INC	COM	871851101	6,380	253,565	SH		SOLE		253,565	0	0
TAIWAN SEMICONDUCTOR MANUFACTURING CO.	ADR	874039100	7,337	126,275	SH		SOLE		126,275	0	0
TELEFLEX INCORPORATED	COM	879369106	71,841	190,843	SH		SOLE		190,843	0	0
TEXTRON INC.	COM	883203101	16,202	363,264	SH		SOLE		363,264	0	0
THE HANOVER INSURANCE GROUP, INC.	COM	410867105	10,119	74,040	SH		SOLE		74,040	0	0
THE HARTFORD FINANCIAL SERVICES GROUP, INC.	COM	416515104	49,444	813,621	SH		SOLE		813,621	0	0
THE TIMKEN COMPANY	COM	887389104	25,460	452,143	SH		SOLE		452,143	0	0
THOR INDUSTRIES	COM	885160101	16,296	219,353	SH		SOLE		219,353	0	0
TOKYO ELECTRON LTD	ADR	889110102	4,306	78,830	SH		SOLE		78,830	0	0
TOTAL S.A.	ADR	89151E109	3,587	64,869	SH		SOLE		64,869	0	0
TPI COMPOSITES INC	COM	87266J104	5,607	302,937	SH		SOLE		302,937	0	0
TRACTOR SUPPLY CO	COM	892356106	13,174	140,990	SH		SOLE		140,990	0	0
TWITTER INC	COM	90184L102	9,150	285,504	SH		SOLE		285,504	0	0
TYSON FOODS, INC.	COM	902494103	30,507	335,094	SH		SOLE		335,094	0	0
UMPQUA HOLDINGS CO	COM	904214103	9,250	522,620	SH		SOLE		522,620	0	0
UNICHARM CORP	ADR	90460M204	179	26,242	SH		SOLE		26,242	0	0
UNITED OVERSEAS BANK LIMITED	ADR	911271302	3,825	97,283	SH		SOLE		97,283	0	0
UNITED RENTALS, INC.	COM	911363109	44,574	267,278	SH		SOLE		267,278	0	0
UNIVERSAL DISPLAY	COM	91347P105	9,515	46,176	SH		SOLE		46,176	0	0
US PHYSICAL THERAP	COM	90337L108	10,973	95,963	SH		SOLE		95,963	0	0
VAIL RESORTS, INC.	COM	91879Q109	21,403	89,242	SH		SOLE		89,242	0	0
VAREX IMAGING CORPORATION	COM	92214X106	4,510	151,297	SH		SOLE		151,297	0	0
VERINT SYSTEMS INC	COM	92343X100	5,853	105,721	SH		SOLE		105,721	0	0
VIRTUSA CORP	COM	92827P102	6,479	142,919	SH		SOLE		142,919	0	0
VOLKSWAGEN AKTIENGESELLSCHAFT	ADR	928662600	5,213	270,257	SH		SOLE		270,257	0	0
VOYA FINANCIAL INC	COM	929089100	30,804	505,143	SH		SOLE		505,143	0	0
VULCAN MATERIALS COMPANY	COM	929160109	32,364	224,767	SH		SOLE		224,767	0	0
W.R. BERKLEY CORPORATION	COM	084423102	21,338	308,801	SH		SOLE		308,801	0	0
WAL-MART DE MEXICO	ADR	93114W107	14,234	497,849	SH		SOLE		497,849	0	0
WEC ENERGY GROUP INCORPORATION	COM	92939U106	71,827	778,784	SH		SOLE		778,784	0	0
WESTLAKE CHEMICAL CORPORATION	COM	960413102	13,833	197,185	SH		SOLE		197,185	0	0
WHITE MOUNTNS INSU	COM	G9618E107	24,193	21,688	SH		SOLE		21,688	0	0
WOODSIDE PETROLEUM LTD.	ADR	980228308	2,766	115,083	SH		SOLE		115,083	0	0
WORKDAY INC	COM	98138H101	16,487	100,254	SH		SOLE	1	100,254	0	0
WPP PLC	ADR	92937A102	3,523	50,119	SH		SOLE	2	50,119	0	0
XILINX INC.	COM	983919101	20,873	213,490	SH		SOLE	3	213,490	0	0
XYLEM, INC.	COM	98419M100	33,872	429,896	SH		SOLE	4	429,896	0	0
ZEBRA TECHNOLOGIES CORPORATION	COM	989207105	42,779	167,472	SH		SOLE	5	167,472	0	0
ZSCALER INC	COM	98980G102	33,617	722,943	SH		SOLE	6	722,943	0	0
ZYNGA INC	COM	98986T108	53,386	8,723,198	SH		SOLE	7	8,723,198	0	0