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	1,850	343,886	SH		SOLE		343,886	0	0
ABB LIMITED	ADR	000375204	2,857	112,252	SH		SOLE		112,252	0	0
ABIOMED INC	COM	003654100	23,109	83,409	SH		SOLE		83,409	0	0
ADAPTHEALTH CORP	COM	00653Q102	7,945	364,305	SH		SOLE	1	222,105	0	142,200
ADECCO GROUP AG	ADR	006754204	2,920	111,319	SH		SOLE		111,319	0	0
ADVANCED MICRO DEVICES, INC.	COM	007903107	21,390	260,885	SH		SOLE		260,885	0	0
AEROJET ROCKETDYNE HLDGS INC	COM	007800105	25,298	634,190	SH		SOLE		634,190	0	0
AFLAC INCORPORATED	COM	001055102	16,784	461,735	SH		SOLE		461,735	0	0
AGCO CORPORATION	COM	001084102	19,919	268,191	SH		SOLE		268,191	0	0
AGNC INVESTMENT CORP	REIT	00123Q104	22,508	1,618,131	SH		SOLE		1,618,131	0	0
AGNICO EAGLE MINES LTD	COM	008474108	14,879	186,893	SH		SOLE		186,893	0	0
AGREE REALTY CORP	REIT	008492100	22,020	346,006	SH		SOLE		346,006	0	0
AIR LIQUIDE S.A.(L')	ADR	009126202	2,856	89,774	SH		SOLE		89,774	0	0
ALASKA AIR GROUP, INC.	COM	011659109	22,238	607,094	SH		SOLE		607,094	0	0
ALBANY INTERNATIONAL CORP.	COM	012348108	4,866	98,284	SH		SOLE	1	59,961	0	38,323
ALBEMARLE CORP	COM	012653101	18,086	202,580	SH		SOLE		202,580	0	0
ALIGN TECHNOLOGY I	COM	016255101	8,388	25,622	SH		SOLE		25,622	0	0
ALLIANT ENERGY CORPORATION	COM	018802108	5,505	106,574	SH		SOLE		106,574	0	0
ALLIANZ SOCIETAS EUROPAEA-SE	ADR	018820100	14,377	750,732	SH		SOLE		750,732	0	0
ALLISON TRANSMISSION HOLDINGS INC	COM	01973R101	6,472	184,178	SH		SOLE		184,178	0	0
ALLY FINANCIAL INC.	COM	02005N100	51,440	2,051,837	SH		SOLE		2,051,837	0	0
AMBARELLA INC	COM	G037AX101	5,228	100,182	SH		SOLE	1	61,291	0	38,891
AMERCO	COM	023586100	16,867	47,382	SH		SOLE		47,382	0	0
AMERICAN EAGLE OUTFITTER	COM	02553E106	22,874	1,544,517	SH		SOLE		1,544,517	0	0
AMERICOLD REALTY T	REIT	03064D108	22,660	633,837	SH		SOLE		633,837	0	0
AMN HEALTHCARE SVS	COM	001744101	9,310	159,260	SH		SOLE	1	97,312	0	61,948
ANALOG DEVICES INC.	COM	032654105	11,740	100,568	SH		SOLE		100,568	0	0
APPLIED INDL TECHS	COM	03820C105	5,254	95,359	SH		SOLE	1	58,458	0	36,901
APTIV PLC	COM	G6095L109	3,667	39,999	SH		SOLE		39,999	0	0
ARCH CAPITAL GROUP LTD.	COM	G0450A105	10,578	361,637	SH		SOLE		361,637	0	0
ARISTA NETWORKS INC	COM	040413106	10,940	52,870	SH		SOLE		52,870	0	0
ASTELLAS PHARMA INC.	ADR	04623U102	3,363	225,581	SH		SOLE		225,581	0	0
ATMOS ENERGY CORPORATION	COM	049560105	28,904	302,373	SH		SOLE		302,373	0	0
AXA	ADR	054536107	3,930	212,090	SH		SOLE		212,090	0	0
AXOS FINANCIAL INC	COM	05465C100	4,073	174,721	SH		SOLE	1	105,809	0	68,912
BAKER HUGHES COMPANY	COM	05722G100	29,953	2,253,834	SH		SOLE		2,253,834	0	0
BALCHEM CORP	COM	057665200	7,688	78,749	SH		SOLE	1	48,104	0	30,645
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	ADR	05946K101	3,595	1,312,121	SH		SOLE		1,312,121	0	0
BANCOLOMBIA S.A.	ADR	05968L102	12,653	495,224	SH		SOLE		495,224	0	0
BASF SE	ADR	055262505	2,187	143,036	SH		SOLE		143,036	0	0
BEST BUY INC	COM	086516101	29,938	269,010	SH		SOLE		269,010	0	0
BHP GROUP LTD	ADR	088606108	10,760	208,087	SH		SOLE		208,087	0	0
BIOMARIN PHARMACEUTICAL INC.	COM	09061G101	27,528	361,828	SH		SOLE		361,828	0	0
BIOTELEMETRY INC	COM	090672106	7,955	174,521	SH		SOLE	1	105,855	0	68,666
BLACK KNIGHT INC	COM	09215C105	12,133	139,380	SH		SOLE		139,380	0	0
BLUCORA, INC.	COM	095229100	1,743	185,018	SH		SOLE	1	112,517	0	72,501
BNP PARIBAS	ADR	05565A202	3,545	194,061	SH		SOLE		194,061	0	0
BOOKING HOLDINGS INC	COM	09857L108	18,200	10,639	SH		SOLE		10,639	0	0
BOSTON BEER CO INC	COM	100557107	14,540	16,460	SH		SOLE		16,460	0	0
BOX INC.	COM	10316T104	5,766	332,118	SH		SOLE	1	202,484	0	129,634
BRIT AMER TOBACCO	ADR	110448107	4,035	111,617	SH		SOLE		111,617	0	0
BROWN & BROWN INC	COM	115236101	21,732	480,042	SH		SOLE		480,042	0	0
BRUKER CORPORATION	COM	116794108	8,849	222,608	SH		SOLE	1	135,830	0	86,778
BRUNSWICK CORPORATION	COM	117043109	31,506	534,818	SH		SOLE		534,818	0	0
BURLINGTON STORES INC.	COM	122017106	7,652	37,131	SH		SOLE		37,131	0	0
BWX TECHNOLOGIES INC	COM	05605H100	24,826	440,888	SH		SOLE		440,888	0	0
CABOT OIL & GAS CO	COM	127097103	7,358	423,841	SH		SOLE		423,841	0	0
CANADIAN NAT RES LTD	COM	136385101	169	10,549	SH		SOLE		10,549	0	0
CANTEL MEDCORP	COM	138098108	4,433	100,879	SH		SOLE	1	61,539	0	39,340
CARETRUST REIT INC	REIT	14174T107	4,081	229,355	SH		SOLE	1	139,831	0	89,524
CARLISLE COMPANIES INCORPORATED	COM	142339100	3,697	30,211	SH		SOLE		30,211	0	0
CARNIVAL CORP.	COM	143658300	25,982	1,711,565	SH		SOLE		1,711,565	0	0
CASEYS GEN STORES	COM	147528103	28,899	162,674	SH		SOLE		162,674	0	0
CENTENE CORPORATION	COM	15135B101	4,561	78,199	SH		SOLE		78,199	0	0
CENTERPOINT ENERGY INC	COM	15189T107	38,458	1,987,471	SH		SOLE		1,987,471	0	0
CF INDUSTRIES HOLDINGS, INC.	COM	125269100	11,287	367,525	SH		SOLE		367,525	0	0
CHART INDUSTRIES INC	COM	16115Q308	9,968	141,855	SH		SOLE	1	86,593	0	55,262
CHEESECAKE FACTORY	COM	163072101	3,504	126,330	SH		SOLE	1	76,792	0	49,538
CHIPOTLE MEXICAN G	COM	169656105	19,758	15,886	SH		SOLE		15,886	0	0
CMS ENERGY CORPORATION	COM	125896100	27,395	446,093	SH		SOLE		446,093	0	0
CNO FINANCIAL GROUP, INC.	COM	12621E103	3,688	229,912	SH		SOLE	1	140,385	0	89,527
COCA-COLA HBC AG	ADR	191223205	3,291	133,402	SH		SOLE		133,402	0	0
COHEN & STEERS INC	COM	19247A100	8,944	160,465	SH		SOLE	1	97,456	0	63,009
COLOPLAST AS	ADR	19624Y200	231	14,663	SH		SOLE		14,663	0	0
COMPASS GROUP PLC	ADR	20449X401	3,251	215,422	SH		SOLE		215,422	0	0
CONTINENTAL AG	ADR	210771200	2,449	226,577	SH		SOLE		226,577	0	0
COPART INC	COM	217204106	23,617	224,580	SH		SOLE		224,580	0	0
CORE LABORATORIES	COM	N22717107	1,049	68,716	SH		SOLE	1	41,916	0	26,800
COSTAR GROUP INC	COM	22160N109	18,578	21,895	SH		SOLE		21,895	0	0
COUSINS PROPERTIES INCORPORATED	REIT	222795502	7,222	252,600	SH		SOLE		252,600	0	0
CRACKER BARREL OLD	COM	22410J106	4,700	40,992	SH		SOLE	1	24,959	0	16,033
CREDICORP	COM	G2519Y108	10,240	82,588	SH		SOLE		82,588	0	0
CSL	ADR	12637N204	2,976	28,786	SH		SOLE		28,786	0	0
Chewy Inc	COM	16679L109	17,281	315,172	SH		SOLE		315,172	0	0
Crowdstrike Holdings Inc	COM	22788C105	71,953	523,979	SH		SOLE		523,979	0	0
D.R. HORTON, INC.	COM	23331A109	49,354	652,574	SH		SOLE		652,574	0	0
DARDEN RESTAURANTS, INC.	COM	237194105	28,098	278,918	SH		SOLE		278,918	0	0
DARLING INGREDIENTS, INC	COM	237266101	23,376	648,789	SH		SOLE		648,789	0	0
DASSAULT SYSTEMES	ADR	237545108	1,936	10,325	SH		SOLE		10,325	0	0
DELTA AIR LINES INC	COM	247361702	14,304	467,764	SH		SOLE		467,764	0	0
DESCARTES SYS GROUP INC	COM	249906108	9,519	167,050	SH		SOLE	1	100,680	0	66,370
DEXCOM INC	COM	252131107	7,149	17,343	SH		SOLE		17,343	0	0
DIAGEO PLC	ADR	25243Q205	13,158	95,584	SH		SOLE		95,584	0	0
DISCOVER FINANCIAL SERVICES	COM	254709108	3,668	63,487	SH		SOLE		63,487	0	0
DNB ASA	ADR	23328E106	3,466	252,054	SH		SOLE		252,054	0	0
DOCUSIGN INC	COM	256163106	22,963	106,684	SH		SOLE		106,684	0	0
DOLLAR GENERAL CORPORATION	COM	256677105	31,428	149,930	SH		SOLE		149,930	0	0
DXC TECHNOLOGY COMPANY	COM	23355L106	18,789	1,052,627	SH		SOLE		1,052,627	0	0
DYCOM INDUSTRIES, INC.	COM	267475101	5,663	107,213	SH		SOLE	1	65,454	0	41,759
EAGLE MATERIALS INC.	COM	26969P108	37,468	434,056	SH		SOLE		434,056	0	0
EAGLE PHARMACEUTICALS INC	COM	269796108	5,457	128,469	SH		SOLE	1	78,342	0	50,127
EBAY INC.	COM	278642103	25,096	481,688	SH		SOLE		481,688	0	0
EDWARDS LIFESCIENCES CORPORATION	COM	28176E108	22,445	281,195	SH		SOLE		281,195	0	0
EMERGENT BIOSOLUTI	COM	29089Q105	12,534	121,299	SH		SOLE		121,299	0	0
ENBRIDGE INC	COM	29250N105	11,750	402,390	SH		SOLE		402,390	0	0
ENTEGRIS INC	COM	29362U104	10,270	138,147	SH		SOLE	1	84,297	0	53,850
ENVESTNET INC	COM	29404K106	8,421	109,143	SH		SOLE	1	66,660	0	42,483
EOG RESOURCES, INC.	COM	26875P101	13,725	381,899	SH		SOLE		381,899	0	0
EPLUS INC	COM	294268107	5,276	72,071	SH		SOLE	1	44,041	0	28,030
ETSY INC	COM	29786A106	3,769	30,985	SH		SOLE		30,985	0	0
EURONET WORLDWIDE, INC.	COM	298736109	9,200	100,991	SH		SOLE		100,991	0	0
EVERCORE INC	COM	29977A105	48,102	734,829	SH		SOLE		734,829	0	0
EVEREST RE GROUP	COM	G3223R108	12,575	63,657	SH		SOLE		63,657	0	0
EVERGY INC	COM	30034W106	19,636	386,374	SH		SOLE		386,374	0	0
EXELIXIS, INC.	COM	30161Q104	16,890	690,796	SH		SOLE		690,796	0	0
EXPEDIA GROUP INC	COM	30212P303	19,411	211,704	SH		SOLE		211,704	0	0
FABRINET	COM	G3323L100	6,430	102,015	SH		SOLE	1	62,233	0	39,782
FANUC CORPORATION	ADR	307305102	1,716	89,585	SH		SOLE		89,585	0	0
FLOOR AND DECOR HOLDING INCORPORATION	COM	339750101	46,193	617,554	SH		SOLE		617,554	0	0
FORWARD AIR CORPN	COM	349853101	4,948	86,229	SH		SOLE	1	52,702	0	33,527
FRESENIUS SE & CO. KGAA	ADR	35804M105	3,692	323,833	SH		SOLE		323,833	0	0
FTI CONSULTING, INC.	COM	302941109	24,991	235,831	SH		SOLE		235,831	0	0
G-III APPAREL GP	COM	36237H101	3,144	239,848	SH		SOLE	1	146,257	0	93,591
GARMIN LTD	COM	H2906T109	16,621	175,221	SH		SOLE		175,221	0	0
GENERAC HLDGS	COM	368736104	34,683	179,111	SH		SOLE		179,111	0	0
GIVAUDAN SA	ADR	37636P108	2,754	31,910	SH		SOLE		31,910	0	0
GPO FIN BANORTE	ADR	40052P107	4,276	248,340	SH		SOLE		248,340	0	0
GRAINGER W W INC	COM	384802104	42,337	118,667	SH		SOLE		118,667	0	0
GREEN DOT CORP	COM	39304D102	4,562	90,143	SH		SOLE	1	55,054	0	35,089
HALOZYME THERAPEUT	COM	40637H109	7,724	293,903	SH		SOLE	1	179,743	0	114,160
HARTFORD FINL SVCS GROUP INC	COM	416515104	18,563	503,598	SH		SOLE		503,598	0	0
HEALTHCARE REALTY TRUST INCORPORATED	REIT	421946104	22,348	741,954	SH		SOLE		741,954	0	0
HEALTHCARE SERVICE	COM	421906108	4,261	197,926	SH		SOLE	1	120,564	0	77,362
HEALTHEQUITY INC	COM	42226A107	7,433	144,700	SH		SOLE	1	88,900	0	55,800
HECLA MINING COMPANY	COM	422704106	15,454	3,042,158	SH		SOLE		3,042,158	0	0
HENKEL AG & CO. KGAA	ADR	42550U208	13,728	523,962	SH		SOLE		523,962	0	0
HENRY SCHEIN, INC.	COM	806407102	9,427	160,386	SH		SOLE		160,386	0	0
HEXCEL CORPORATION	COM	428291108	15,352	457,579	SH		SOLE		457,579	0	0
HILLTOP HOLDINGS INC	COM	432748101	3,888	188,924	SH		SOLE	1	113,596	0	75,328
HMS HOLDINGS CORP	COM	40425J101	4,516	188,573	SH		SOLE	1	115,108	0	73,465
HORIZON THERAPEUTICS PLC	COM	G46188101	70,974	913,671	SH		SOLE		913,671	0	0
HOST HOTELS & RESORTS INC	REIT	44107P104	29,835	2,765,046	SH		SOLE		2,765,046	0	0
HUNTINGTON INGALLS INDUSTRIES, INC.	COM	446413106	7,444	52,889	SH		SOLE		52,889	0	0
HUNTSMAN CORPORATION	COM	447011107	37,100	1,670,407	SH		SOLE		1,670,407	0	0
I3 VERTICALS INC	COM	46571Y107	5,616	222,409	SH		SOLE	1	135,830	0	86,579
IAA Inc	COM	449253103	10,095	193,881	SH		SOLE		193,881	0	0
IAC INTERACTIVECORP NEW	COM	44891N109	14,796	123,529	SH		SOLE		123,529	0	0
ICU MEDICAL INC	COM	44930G107	8,434	46,146	SH		SOLE	1	28,196	0	17,950
IDEXX LABORATORIES	COM	45168D104	7,723	19,647	SH		SOLE		19,647	0	0
IHS MARKIT LTD	COM	G47567105	11,050	140,740	SH		SOLE		140,740	0	0
II-VI INCORPORATED	COM	902104108	7,705	189,965	SH		SOLE	1	115,723	0	74,242
IMPERIAL OIL LTD	COM	453038408	2,365	197,744	SH		SOLE		197,744	0	0
IMPINJ INC	COM	453204109	3,225	122,394	SH		SOLE	1	74,576	0	47,818
INPHI CORP	COM	45772F107	7,822	69,680	SH		SOLE	1	42,281	0	27,399
INSMED INC	COM	457669307	9,136	284,255	SH		SOLE	1	173,762	0	110,493
INSPERITY INC	COM	45778Q107	7,921	120,943	SH		SOLE	1	73,640	0	47,303
INSTALLED BUILDING PRODUCTS INC	COM	45780R101	11,244	110,510	SH		SOLE	1	67,372	0	43,138
INSULET CORPORATION	COM	45784P101	27,173	114,854	SH		SOLE		114,854	0	0
INTEGER HOLDINGS CORPORATION	COM	45826H109	6,336	107,379	SH		SOLE	1	65,570	0	41,809
IROBOT CORP	COM	462726100	4,378	57,682	SH		SOLE	1	35,121	0	22,561
J2 GLOBAL, INC.	COM	48123V102	7,134	103,059	SH		SOLE	1	63,098	0	39,961
JETBLUE AIRWAYS CORPORATION	COM	477143101	33,202	2,930,455	SH		SOLE		2,930,455	0	0
JGC HOLDINGS CORPORATION	ADR	466140100	2,978	141,457	SH		SOLE		141,457	0	0
KANSAS CITY SOUTHERN	COM	485170302	36,984	204,525	SH		SOLE		204,525	0	0
KAO CORP	ADR	485537401	244	16,273	SH		SOLE		16,273	0	0
KDDI CORP	ADR	48667L106	234	18,654	SH		SOLE		18,654	0	0
KERING S.A.	ADR	492089107	2,892	43,463	SH		SOLE		43,463	0	0
KEYSIGHT TECHNOLOGIES, INC.	COM	49338L103	17,950	181,717	SH		SOLE		181,717	0	0
KIRKLAND LAKE GO	COM	49741E100	27,721	568,877	SH		SOLE		568,877	0	0
KLA CORPORATION	COM	482480100	21,369	110,298	SH		SOLE		110,298	0	0
KNIGHT SWIFT TRANSN HOLDINGS INC	COM	499049104	28,630	703,440	SH		SOLE		703,440	0	0
KOMATSU LTD	ADR	500458401	2,819	128,157	SH		SOLE		128,157	0	0
KOSE CORPORATION	ADR	500679105	207	8,406	SH		SOLE		8,406	0	0
KRATOS DEFENSE & SEC SOLUTIONS INC	COM	50077B207	7,864	407,871	SH		SOLE	1	248,131	0	159,740
KUBOTA CORP	ADR	501173207	2,885	32,035	SH		SOLE		32,035	0	0
L'OREAL S.A.	ADR	502117203	2,560	39,292	SH		SOLE		39,292	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	19,104	112,482	SH		SOLE		112,482	0	0
LAM RESEARCH CORPORATION	COM	512807108	7,345	22,139	SH		SOLE		22,139	0	0
LAMAR ADVERTISING COMPANY	REIT	512816109	14,329	216,554	SH		SOLE		216,554	0	0
LAMB WESTON HOLDINGS INC	COM	513272104	16,820	253,810	SH		SOLE		253,810	0	0
LEAR CORPORATION	COM	521865204	56,136	514,770	SH		SOLE		514,770	0	0
LENDINGTREE INC	COM	52603B107	15,123	49,277	SH		SOLE	1	38,338	0	10,939
LGI HOMES INC	COM	50187T106	10,346	89,058	SH		SOLE	1	54,502	0	34,556
LHC GROUP INC	COM	50187A107	14,883	70,018	SH		SOLE	1	42,697	0	27,321
LINCOLN NATIONAL CORPORATION	COM	534187109	27,258	870,044	SH		SOLE		870,044	0	0
LINDBLAD EXPEDITIONS HLDGS INC	COM	535219109	2,283	268,228	SH		SOLE	1	163,311	0	104,917
LIVE NATION ENTERTAINMENT, INC.	COM	538034109	12,714	235,967	SH		SOLE		235,967	0	0
LULULEMON ATHLETIC	COM	550021109	13,661	41,476	SH		SOLE		41,476	0	0
LUMENTUM HOLDINGS INCORPORATION	COM	55024U109	31,307	416,709	SH		SOLE		416,709	0	0
MARATHON PETROLEUM COMPANY	COM	56585A102	25,347	863,900	SH		SOLE		863,900	0	0
MARKETAXESS HLDGS	COM	57060D108	9,991	20,746	SH		SOLE		20,746	0	0
MARSH & MCLENNAN COMPANIES, INC.	COM	571748102	16,201	141,250	SH		SOLE		141,250	0	0
MARTIN MARIETTA MATERIALS INC	COM	573284106	25,419	108,001	SH		SOLE		108,001	0	0
MARVELL TECH GROUP	COM	G5876H105	18,648	469,719	SH		SOLE		469,719	0	0
MASCO CORPORATION	COM	574599106	4,772	86,561	SH		SOLE		86,561	0	0
MASIMO CORPORATION	COM	574795100	16,569	70,190	SH		SOLE		70,190	0	0
MATCH GROUP INC NEW	COM	57667L107	19,852	179,408	SH		SOLE		179,408	0	0
MEDPACE HOLDINGS INC.	COM	58506Q109	11,162	99,888	SH		SOLE	1	61,157	0	38,731
METTLER-TOLEDO INTERNATIONAL INC	COM	592688105	12,456	12,898	SH		SOLE		12,898	0	0
MID-AMER APT CMNTYS INC	REIT	59522J103	52,973	456,862	SH		SOLE		456,862	0	0
MOLINA HEALTHCARE, INC.	COM	60855R100	6,733	36,785	SH		SOLE		36,785	0	0
MONOLITHIC PWR SYS	COM	609839105	21,992	78,652	SH		SOLE		78,652	0	0
MONRO INC	COM	610236101	5,641	139,054	SH		SOLE	1	84,988	0	54,066
MOODYS CORP	COM	615369105	10,694	36,894	SH		SOLE		36,894	0	0
MTN GROUP LTD	ADR	62474M108	3,522	1,029,968	SH		SOLE		1,029,968	0	0
MUNICH REINSURANCE	ADR	626188106	2,618	103,069	SH		SOLE		103,069	0	0
NEOGENOMICS INC	COM	64049M209	7,785	211,023	SH		SOLE	1	129,023	0	82,000
NESTLE SA/AG	ADR	641069406	13,379	112,192	SH		SOLE		112,192	0	0
NEUROCRINE BIOSCIENCES INC	COM	64125C109	22,576	234,780	SH		SOLE		234,780	0	0
NITTO ELECTRIC INDUSTRIAL CO	ADR	654802206	3,061	93,903	SH		SOLE		93,903	0	0
NORTHERN STAR RESOURCES LTD	COM	Q6951U101	252	25,342	SH		SOLE		25,342	0	0
NORTON LIFELOCK INC	COM	668771108	12,350	592,626	SH		SOLE		592,626	0	0
NOVARTIS AG	ADR	66987V109	12,485	143,567	SH		SOLE		143,567	0	0
NOVO NORDISK A/S	ADR	670100205	12,858	185,199	SH		SOLE		185,199	0	0
NOVOCURE LTD	COM	G6674U108	11,451	102,879	SH		SOLE		102,879	0	0
NUVASIVE INC.	COM	670704105	11,342	233,523	SH		SOLE		233,523	0	0
NXP SEMICONDUCTORS NV	COM	N6596X109	7,369	59,040	SH		SOLE		59,040	0	0
OMNICELL INC	COM	68213N109	15,045	201,515	SH		SOLE	1	142,749	0	58,766
ON SEMICONDUCTOR CORP.	COM	682189105	14,598	673,011	SH		SOLE		673,011	0	0
ONE GAS, INC.	COM	68235P108	27,499	398,479	SH		SOLE		398,479	0	0
OREILLY AUTOMOTIVE, INC.	COM	67103H107	12,573	27,269	SH		SOLE		27,269	0	0
ORIX CORPORATION	ADR	686330101	3,766	60,187	SH		SOLE		60,187	0	0
OWENS CORNING	COM	690742101	41,126	597,676	SH		SOLE		597,676	0	0
PAN PACIFIC INTL HLDGS CORP	ADR/GDR	69807K105	3,022	128,863	SH		SOLE		128,863	0	0
PAYCHEX INC	COM	704326107	20,937	262,472	SH		SOLE		262,472	0	0
PELOTON INTERACTIVE INC	COM	70614W100	3,723	37,511	SH		SOLE		37,511	0	0
PENTAIR PLC	COM	G7S00T104	21,897	478,408	SH		SOLE		478,408	0	0
PERFORMANCE FOOD GROUP COMPANY	COM	71377A103	7,355	212,447	SH		SOLE	1	129,664	0	82,783
PERSIMMON	ADR	715318101	289	4,458	SH		SOLE		4,458	0	0
PETMED EXPRESS INC	COM	716382106	4,013	126,908	SH		SOLE	1	77,387	0	49,521
PLEXUS CORP	COM	729132100	6,225	88,139	SH		SOLE	1	53,957	0	34,182
POOL CORPORATION	COM	73278L105	9,935	29,696	SH		SOLE		29,696	0	0
POWER INTEGRATIONS	COM	739276103	6,522	117,719	SH		SOLE	1	71,731	0	45,988
PRA GROUP INC	COM	69354N106	4,883	122,225	SH		SOLE	1	74,573	0	47,652
PRA HEALTH SCIENCES INC	COM	69354M108	8,668	85,452	SH		SOLE	1	52,324	0	33,128
PROLOGIS INC.	REIT	74340W103	26,433	262,703	SH		SOLE		262,703	0	0
PROOFPOINT, INC.	COM	743424103	12,547	118,876	SH		SOLE		118,876	0	0
PROTO LABS INC	COM	743713109	11,183	86,352	SH		SOLE	1	52,847	0	33,505
PRUDENTIAL PLC	ADR	74435K204	15,184	531,110	SH		SOLE		531,110	0	0
PULTE GROUP INC	COM	745867101	39,230	847,478	SH		SOLE		847,478	0	0
PURE STORAGE INC	COM	74624M102	29,919	1,944,045	SH		SOLE		1,944,045	0	0
QTS REALTY TRUST INC	REIT	74736A103	6,500	103,135	SH		SOLE	1	62,868	0	40,267
QUALYS INC	COM	74758T303	6,681	68,167	SH		SOLE	1	41,624	0	26,543
RBS CITIZENS FINANCIAL GROUP INC	COM	174610105	30,300	1,198,562	SH		SOLE		1,198,562	0	0
RECKITT BENCK GRP	ADR	756255204	3,332	169,589	SH		SOLE		169,589	0	0
ROBERT HALF INTL	COM	770323103	30,377	573,800	SH		SOLE		573,800	0	0
ROCHE HOLDINGS AG	ADR	771195104	2,996	69,983	SH		SOLE		69,983	0	0
ROKU INC	COM	77543R102	54,088	286,483	SH		SOLE		286,483	0	0
ROYAL CARIBBEAN GROUP	COM	V7780T103	68,331	1,055,632	SH		SOLE		1,055,632	0	0
ROYAL DUTCH SHELL PLC	ADR	780259107	13,700	565,654	SH		SOLE		565,654	0	0
RYANAIR HOLDINGS PLC	ADR	783513203	10,532	128,813	SH		SOLE		128,813	0	0
SANDVIK A/B	ADR	800212201	3,226	163,658	SH		SOLE		163,658	0	0
SAP SE	ADR	803054204	11,220	72,012	SH		SOLE		72,012	0	0
SEMTECH CORPORATION	COM	816850101	8,806	166,269	SH		SOLE	1	100,786	0	65,483
SERVICENOW INC	COM	81762P102	11,240	23,175	SH		SOLE		23,175	0	0
SIEMENS AG	ADR	826197501	2,875	41,280	SH		SOLE		41,280	0	0
SINGAPORE TELECOMMUNICATIONS	ADR	82929R304	3,725	237,887	SH		SOLE		237,887	0	0
SKYWORKS SOLUTIONS, INC.	COM	83088M102	37,017	254,414	SH		SOLE		254,414	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	21,786	91,402	SH		SOLE		91,402	0	0
SPLUNK INC	COM	848637104	23,785	126,428	SH		SOLE		126,428	0	0
SPOTIFY TECHNOLOGY S.A.	COM	L8681T102	17,597	72,543	SH		SOLE		72,543	0	0
STONERIDGE INC.	COM	86183P102	4,036	219,700	SH		SOLE	1	134,148	0	85,552
SUPERNUS PHARMACEUTICALS, INC	COM	868459108	5,555	266,540	SH		SOLE	1	162,704	0	103,836
SVB FINANCIAL GROUP	COM	78486Q101	48,197	200,305	SH		SOLE		200,305	0	0
SYNOVUS FINANCIAL CORP.	COM	87161C501	16,561	782,291	SH		SOLE		782,291	0	0
SYSMEX CORP	ADR	87184P109	2,216	46,177	SH		SOLE		46,177	0	0
SYSTEMAX INC	COM	871851101	5,570	232,652	SH		SOLE	1	141,618	0	91,034
TAIWAN SEMICONDUCTOR MFG LTD	ADR	874039100	5,562	68,610	SH		SOLE		68,610	0	0
TAKE-TWO INTERACTIVE SOFTWARE INC.	COM	874054109	17,230	104,286	SH		SOLE		104,286	0	0
TANDEM DIABETES CARE INC	COM	875372203	11,499	101,315	SH		SOLE		101,315	0	0
TELADOC HEALTH INC	COM	87918A105	19,982	91,140	SH		SOLE		91,140	0	0
TELEFLEX INCORPORATED	COM	879369106	15,946	46,842	SH		SOLE		46,842	0	0
TEXAS ROADHOUSE	COM	882681109	20,075	330,227	SH		SOLE		330,227	0	0
TEXTRON INC.	COM	883203101	14,537	402,789	SH		SOLE		402,789	0	0
THE CLOROX COMPANY	COM	189054109	14,549	69,225	SH		SOLE		69,225	0	0
THE TIMKEN COMPANY	COM	887389104	19,429	358,331	SH		SOLE		358,331	0	0
THE TRADE DESK INC	COM	88339J105	10,819	20,854	SH		SOLE		20,854	0	0
THOR INDUSTRIES	COM	885160101	39,350	413,083	SH		SOLE	1	381,467	0	31,616
TOKYO ELECTRON LTD	ADR	889110102	3,634	55,949	SH		SOLE		55,949	0	0
TOTAL SE	ADR	89151E109	2,862	83,437	SH		SOLE		83,437	0	0
TPI COMPOSITES INC	COM	87266J104	8,024	277,085	SH		SOLE	1	168,844	0	108,241
TRACTOR SUPPLY CO	COM	892356106	14,446	100,784	SH		SOLE		100,784	0	0
TWITTER INC	COM	90184L102	7,116	159,910	SH		SOLE		159,910	0	0
TYSON FOODS, INC.	COM	902494103	10,177	171,107	SH		SOLE		171,107	0	0
ULTA BEAUTY INC	COM	90384S303	13,340	59,561	SH		SOLE		59,561	0	0
UNICHARM CORP	ADR	90460M204	199	22,109	SH		SOLE		22,109	0	0
UNITED OVERSEAS BANK LIMITED	ADR	911271302	3,870	137,383	SH		SOLE		137,383	0	0
UNITED RENTALS, INC.	COM	911363109	25,370	145,388	SH		SOLE		145,388	0	0
UNIVERSAL DISPLAY	COM	91347P105	14,926	82,582	SH		SOLE		82,582	0	0
UNIVERSAL HEALTH SERVICES, INC.	COM	913903100	9,820	91,758	SH		SOLE		91,758	0	0
UPLAND SOFTWARE INC	COM	91544A109	7,742	205,370	SH		SOLE	1	125,339	0	80,031
US PHYSICAL THERAP	COM	90337L108	7,731	88,989	SH		SOLE	1	54,589	0	34,400
VAIL RESORTS, INC.	COM	91879Q109	18,494	86,434	SH		SOLE		86,434	0	0
VAREX IMAGING CORPORATION	COM	92214X106	2,094	164,636	SH		SOLE	1	100,714	0	63,922
VEEVA SYSTEMS INC	COM	922475108	9,416	33,486	SH		SOLE		33,486	0	0
VERICEL CORPORATION	COM	92346J108	6,842	369,264	SH		SOLE	1	226,164	0	143,100
VERINT SYSTEMS INC	COM	92343X100	5,751	119,367	SH		SOLE	1	73,119	0	46,248
VERISK ANALYTICS, INC.	COM	92345Y106	7,283	39,303	SH		SOLE		39,303	0	0
VOLKSWAGEN AKTIENGESELLSCHAFT	ADR	928662600	3,261	183,849	SH		SOLE		183,849	0	0
VOYA FINANCIAL INC	COM	929089100	19,497	406,790	SH		SOLE		406,790	0	0
VULCAN MATERIALS COMPANY	COM	929160109	27,878	205,684	SH		SOLE		205,684	0	0
W.R. BERKLEY CORPORATION	COM	084423102	9,511	155,528	SH		SOLE		155,528	0	0
WAL-MART DE MEXICO	ADR	93114W107	12,567	524,949	SH		SOLE		524,949	0	0
WEC ENERGY GROUP INCORPORATION	COM	92939U106	27,510	283,903	SH		SOLE		283,903	0	0
WESTLAKE CHEMICAL CORPORATION	COM	960413102	7,929	125,423	SH		SOLE		125,423	0	0
WHITE MOUNTNS INSU	COM	G9618E107	7,280	9,345	SH		SOLE		9,345	0	0
WOODSIDE PETROLEUM LTD.	ADR	980228308	2,372	184,710	SH		SOLE		184,710	0	0
WORKDAY INC	COM	98138H101	22,455	104,379	SH		SOLE		104,379	0	0
WPP PLC	ADR	92937A102	2,723	69,381	SH		SOLE		69,381	0	0
XILINX INC.	COM	983919101	13,164	126,287	SH		SOLE		126,287	0	0
XYLEM, INC.	COM	98419M100	28,787	342,212	SH		SOLE		342,212	0	0
ZEBRA TECHNOLOGIES CORPORATION	COM	989207105	23,616	93,542	SH		SOLE		93,542	0	0
ZOOM VIDEO COMMUNICATIONS INC	COM	98980L101	12,131	25,804	SH		SOLE		25,804	0	0
ZSCALER INC	COM	98980G102	15,117	107,447	SH		SOLE		107,447	0	0
ZYNGA INC	COM	98986T108	37,449	4,106,276	SH		SOLE		4,106,276	0	0