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	1,545	281,959	SH		SOLE		281,959	0	0
ABB LIMITED	ADR	000375204	2,569	91,879	SH		SOLE		91,879	0	0
ABIOMED INC	COM	003654100	25,617	79,016	SH		SOLE		79,016	0	0
ADAPTHEALTH CORP	COM	00653Q102	14,089	375,105	SH		SOLE	1	212,705	0	162,400
ADECCO GROUP AG	ADR	006754204	3,037	91,277	SH		SOLE		91,277	0	0
ADVANCED ENERGY INDUSTRIES, INC.	COM	007973100	7,778	80,209	SH		SOLE	1	45,809	0	34,400
ADVANCED MICRO DEVICES, INC.	COM	007903107	20,570	224,296	SH		SOLE		224,296	0	0
AEROJET ROCKETDYNE HLDGS INC	COM	007800105	30,886	584,401	SH		SOLE		584,401	0	0
AFLAC INCORPORATED	COM	001055102	18,743	421,469	SH		SOLE		421,469	0	0
AGCO CORPORATION	COM	001084102	29,541	286,552	SH		SOLE		286,552	0	0
AGNC INVESTMENT CORP	REIT	00123Q104	24,938	1,598,574	SH		SOLE		1,598,574	0	0
AGREE REALTY CORP	REIT	008492100	22,851	343,211	SH		SOLE		343,211	0	0
AIR LIQUIDE S.A.(L')	ADR	009126202	2,419	73,535	SH		SOLE		73,535	0	0
ALASKA AIR GROUP, INC.	COM	011659109	28,200	542,306	SH		SOLE		542,306	0	0
ALBANY INTERNATIONAL CORP.	COM	012348108	7,429	101,184	SH		SOLE	1	57,161	0	44,023
ALBEMARLE CORP	COM	012653101	29,417	199,413	SH		SOLE		199,413	0	0
ALIGN TECHNOLOGY I	COM	016255101	12,530	23,447	SH		SOLE		23,447	0	0
ALLIANZ SOCIETAS EUROPAEA-SE	ADR	018820100	16,876	684,644	SH		SOLE		684,644	0	0
ALLISON TRANSMISSION HOLDINGS INC	COM	01973R101	7,944	184,178	SH		SOLE		184,178	0	0
ALLY FINANCIAL INC.	COM	02005N100	78,015	2,187,735	SH		SOLE		2,187,735	0	0
AMBARELLA INC	COM	G037AX101	9,483	103,282	SH		SOLE	1	58,691	0	44,591
AMERCO	COM	023586100	24,311	53,554	SH		SOLE		53,554	0	0
AMERICAN EAGLE OUTFITTER	COM	02553E106	30,147	1,502,112	SH		SOLE		1,502,112	0	0
AMERICOLD REALTY T	REIT	03064D108	23,190	621,208	SH		SOLE		621,208	0	0
AMN HEALTHCARE SVS	COM	001744101	11,204	164,160	SH		SOLE	1	93,212	0	70,948
ANALOG DEVICES INC.	COM	032654105	9,054	61,287	SH		SOLE		61,287	0	0
APPLIED INDL TECHS	COM	03820C105	7,694	98,659	SH		SOLE	1	56,358	0	42,301
APTIV PLC	COM	G6095L109	15,492	118,904	SH		SOLE		118,904	0	0
ARCH CAPITAL GROUP LTD.	COM	G0450A105	31,751	880,262	SH		SOLE		880,262	0	0
ARISTA NETWORKS INC	COM	040413106	8,564	29,472	SH		SOLE		29,472	0	0
ASTELLAS PHARMA INC.	ADR	04623U102	2,854	184,816	SH		SOLE		184,816	0	0
ATMOS ENERGY CORPORATION	COM	049560105	16,368	171,515	SH		SOLE		171,515	0	0
AXA	ADR	054536107	4,161	173,720	SH		SOLE		173,720	0	0
AXOS FINANCIAL INC	COM	05465C100	6,745	179,721	SH		SOLE	1	101,109	0	78,612
BAKER HUGHES COMPANY	COM	05722G100	40,505	1,942,708	SH		SOLE		1,942,708	0	0
BALCHEM CORP	COM	057665200	9,442	81,949	SH		SOLE	1	46,904	0	35,045
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	ADR	05946K101	5,302	1,073,253	SH		SOLE		1,073,253	0	0
BANCOLOMBIA S.A.	ADR	05968L102	18,155	451,847	SH		SOLE		451,847	0	0
BASF SE	ADR	055262505	2,307	117,226	SH		SOLE		117,226	0	0
BEST BUY INC	COM	086516101	22,177	222,235	SH		SOLE		222,235	0	0
BHP GROUP LTD	ADR	088606108	12,437	190,341	SH		SOLE		190,341	0	0
BIOMARIN PHARMACEUTICAL INC.	COM	09061G101	26,607	303,422	SH		SOLE		303,422	0	0
BIOTELEMETRY INC	COM	090672106	12,940	179,521	SH		SOLE	1	101,155	0	78,366
BLACK KNIGHT INC	COM	09215C105	12,066	136,575	SH		SOLE		136,575	0	0
BNP PARIBAS	ADR	05565A202	4,230	158,969	SH		SOLE		158,969	0	0
BOOKING HOLDINGS INC	COM	09857L108	19,148	8,597	SH		SOLE		8,597	0	0
BOOZ ALLEN HAMILTON INC	COM	099502106	15,777	180,967	SH		SOLE		180,967	0	0
BOSTON BEER CO INC	COM	100557107	14,782	14,867	SH		SOLE		14,867	0	0
BOX INC.	COM	10316T104	6,173	342,018	SH		SOLE	1	193,884	0	148,134
BRIT AMER TOBACCO	ADR	110448107	3,364	89,725	SH		SOLE		89,725	0	0
BROWN & BROWN INC	COM	115236101	19,336	407,849	SH		SOLE		407,849	0	0
BRUKER CORPORATION	COM	116794108	12,385	228,808	SH		SOLE	1	129,730	0	99,078
BRUNSWICK CORPORATION	COM	117043109	35,236	462,168	SH		SOLE		462,168	0	0
BURLINGTON STORES INC.	COM	122017106	9,542	36,484	SH		SOLE		36,484	0	0
BWX TECHNOLOGIES INC	COM	05605H100	28,572	473,996	SH		SOLE		473,996	0	0
C3 AI INC	COM	12468P104	20,917	150,755	SH		SOLE		150,755	0	0
CADENCE DESIGN SYSTEMS, INC.	COM	127387108	9,392	68,842	SH		SOLE		68,842	0	0
CANADIAN NAT RES LTD	COM	136385101	254	10,549	SH		SOLE		10,549	0	0
CANTEL MEDCORP	COM	138098108	8,184	103,779	SH		SOLE	1	58,939	0	44,840
CARETRUST REIT INC	REIT	14174T107	5,231	235,855	SH		SOLE	1	133,731	0	102,124
CARLISLE COMPANIES INCORPORATED	COM	142339100	9,178	58,766	SH		SOLE		58,766	0	0
CARNIVAL CORP.	COM	143658300	35,344	1,631,753	SH		SOLE		1,631,753	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	8,844	234,473	SH		SOLE		234,473	0	0
CASEYS GEN STORES	COM	147528103	28,710	160,733	SH		SOLE		160,733	0	0
CENTERPOINT ENERGY INC	COM	15189T107	39,539	1,827,142	SH		SOLE		1,827,142	0	0
CF INDUSTRIES HOLDINGS, INC.	COM	125269100	14,040	362,685	SH		SOLE		362,685	0	0
CHART INDUSTRIES INC	COM	16115Q308	38,354	325,613	SH		SOLE	1	262,351	0	63,262
CHEESECAKE FACTORY	COM	163072101	4,808	129,730	SH		SOLE	1	73,192	0	56,538
CHIPOTLE MEXICAN G	COM	169656105	13,390	9,656	SH		SOLE		9,656	0	0
CMS ENERGY CORPORATION	COM	125896100	20,473	335,562	SH		SOLE		335,562	0	0
CNO FINANCIAL GROUP, INC.	COM	12621E103	5,255	236,412	SH		SOLE	1	134,285	0	102,127
COCA-COLA HBC AG	ADR	191223205	3,561	109,632	SH		SOLE		109,632	0	0
COHEN & STEERS INC	COM	19247A100	12,287	165,365	SH		SOLE	1	93,256	0	72,109
COLOPLAST AS	ADR	19624Y200	225	14,663	SH		SOLE		14,663	0	0
COMPASS GROUP PLC	ADR	20449X401	3,314	176,941	SH		SOLE		176,941	0	0
CONTINENTAL AG	ADR	210771200	2,771	185,240	SH		SOLE		185,240	0	0
COPART INC	COM	217204106	22,395	175,996	SH		SOLE		175,996	0	0
CORE LABORATORIES	COM	N22717107	1,862	70,237	SH		SOLE	1	39,637	0	30,600
COSTAR GROUP INC	COM	22160N109	23,267	25,173	SH		SOLE		25,173	0	0
COUSINS PROPERTIES INCORPORATED	REIT	222795502	8,446	252,115	SH		SOLE		252,115	0	0
CRACKER BARREL OLD	COM	22410J106	5,566	42,192	SH		SOLE	1	24,059	0	18,133
CREDICORP	COM	G2519Y108	12,360	75,356	SH		SOLE		75,356	0	0
CSL	ADR	12637N204	2,599	23,591	SH		SOLE		23,591	0	0
Chewy Inc	COM	16679L109	27,544	306,423	SH		SOLE		306,423	0	0
Crowdstrike Holdings Inc	COM	22788C105	104,467	493,186	SH		SOLE		493,186	0	0
D.R. HORTON, INC.	COM	23331A109	33,739	489,537	SH		SOLE		489,537	0	0
DARDEN RESTAURANTS, INC.	COM	237194105	24,673	207,127	SH		SOLE		207,127	0	0
DARLING INGREDIENTS, INC	COM	237266101	31,627	548,314	SH		SOLE		548,314	0	0
DASSAULT SYSTEMES	ADR	237545108	1,719	8,442	SH		SOLE		8,442	0	0
DELTA AIR LINES INC	COM	247361702	16,397	407,788	SH		SOLE		407,788	0	0
DESCARTES SYS GROUP INC	COM	249906108	10,050	171,850	SH		SOLE	1	96,080	0	75,770
DEXCOM INC	COM	252131107	18,717	50,626	SH		SOLE		50,626	0	0
DIAGEO PLC	ADR	25243Q205	13,816	86,994	SH		SOLE		86,994	0	0
DISCOVER FINANCIAL SERVICES	COM	254709108	33,047	365,035	SH		SOLE		365,035	0	0
DNB ASA	ADR	23328E106	4,049	206,466	SH		SOLE		206,466	0	0
DOCUSIGN INC	COM	256163106	22,866	102,859	SH		SOLE		102,859	0	0
DOLLAR GENERAL CORPORATION	COM	256677105	30,277	143,969	SH		SOLE		143,969	0	0
DXC TECHNOLOGY COMPANY	COM	23355L106	26,800	1,040,784	SH		SOLE		1,040,784	0	0
DYCOM INDUSTRIES, INC.	COM	267475101	8,338	110,413	SH		SOLE	1	62,554	0	47,859
EAGLE MATERIALS INC.	COM	26969P108	37,238	367,420	SH		SOLE		367,420	0	0
EAGLE PHARMACEUTICALS INC	COM	269796108	6,146	131,969	SH		SOLE	1	74,642	0	57,327
EATON CORPORATION PLC	COM	G29183103	10,581	88,072	SH		SOLE		88,072	0	0
EBAY INC.	COM	278642103	24,014	477,890	SH		SOLE		477,890	0	0
EDWARDS LIFESCIENCES CORPORATION	COM	28176E108	23,090	253,097	SH		SOLE		253,097	0	0
EMERGENT BIOSOLUTI	COM	29089Q105	13,906	155,200	SH		SOLE		155,200	0	0
ENBRIDGE INC	COM	29250N105	11,763	367,693	SH		SOLE		367,693	0	0
ENPHASE ENERGY INC	COM	29355A107	11,858	67,580	SH		SOLE		67,580	0	0
ENVESTNET INC	COM	29404K106	9,319	113,243	SH		SOLE	1	64,460	0	48,783
EOG RESOURCES, INC.	COM	26875P101	22,476	450,693	SH		SOLE		450,693	0	0
EPLUS INC	COM	294268107	6,576	74,771	SH		SOLE	1	42,741	0	32,030
ETSY INC	COM	29786A106	8,264	46,450	SH		SOLE		46,450	0	0
EURONET WORLDWIDE, INC.	COM	298736109	8,713	60,124	SH		SOLE		60,124	0	0
EVERCORE INC	COM	29977A105	71,667	653,660	SH		SOLE		653,660	0	0
EVEREST RE GROUP	COM	G3223R108	37,471	160,071	SH		SOLE		160,071	0	0
EVERGY INC	COM	30034W106	40,181	723,859	SH		SOLE		723,859	0	0
EXELIXIS, INC.	COM	30161Q104	22,339	1,113,052	SH		SOLE		1,113,052	0	0
EXPEDIA GROUP INC	COM	30212P303	23,703	179,022	SH		SOLE		179,022	0	0
FABRINET	COM	G3323L100	8,171	105,315	SH		SOLE	1	59,733	0	45,582
FANUC CORPORATION	ADR	307305102	1,814	73,476	SH		SOLE		73,476	0	0
FLOOR AND DECOR HOLDING INCORPORATION	COM	339750101	50,649	545,498	SH		SOLE		545,498	0	0
FORWARD AIR CORPN	COM	349853101	6,849	89,129	SH		SOLE	1	50,702	0	38,427
FREEPORT-MCMORAN INC	COM	35671D857	18,231	700,634	SH		SOLE		700,634	0	0
FRESENIUS SE & CO. KGAA	ADR	35804M105	3,089	265,148	SH		SOLE		265,148	0	0
FTI CONSULTING, INC.	COM	302941109	14,473	129,551	SH		SOLE		129,551	0	0
G-III APPAREL GP	COM	36237H101	5,855	246,648	SH		SOLE	1	139,857	0	106,791
GARMIN LTD	COM	H2906T109	20,779	173,651	SH		SOLE		173,651	0	0
GENERAC HLDGS	COM	368736104	34,462	151,542	SH		SOLE		151,542	0	0
GIVAUDAN SA	ADR	37636P108	2,221	26,169	SH		SOLE		26,169	0	0
GPO FIN BANORTE	ADR	40052P107	5,683	204,605	SH		SOLE		204,605	0	0
GRAINGER W W INC	COM	384802104	45,117	110,488	SH		SOLE		110,488	0	0
GREEN DOT CORP	COM	39304D102	5,181	92,843	SH		SOLE	1	52,654	0	40,189
HAIN CELESTIAL GRP	COM	405217100	9,836	244,992	SH		SOLE		244,992	0	0
HALOZYME THERAPEUT	COM	40637H109	12,920	302,503	SH		SOLE	1	172,143	0	130,360
HARTFORD FINL SVCS GROUP INC	COM	416515104	26,892	549,045	SH		SOLE		549,045	0	0
HEALTHCARE REALTY TRUST INCORPORATED	REIT	421946104	21,603	729,820	SH		SOLE		729,820	0	0
HEALTHCARE SERVICE	COM	421906108	5,713	203,326	SH		SOLE	1	114,964	0	88,362
HEALTHEQUITY INC	COM	42226A107	10,366	148,700	SH		SOLE	1	84,900	0	63,800
HECLA MINING COMPANY	COM	422704106	17,547	2,707,904	SH		SOLE		2,707,904	0	0
HENKEL AG & CO. KGAA	ADR	42550U208	13,321	476,952	SH		SOLE		476,952	0	0
HENRY SCHEIN, INC.	COM	806407102	16,628	248,702	SH		SOLE		248,702	0	0
HEXCEL CORPORATION	COM	428291108	20,694	426,773	SH		SOLE		426,773	0	0
HILLTOP HOLDINGS INC	COM	432748101	5,354	194,624	SH		SOLE	1	108,596	0	86,028
HMS HOLDINGS CORP	COM	40425J101	7,125	193,873	SH		SOLE	1	110,008	0	83,865
HORIZON THERAPEUTICS PLC	COM	G46188101	70,597	965,097	SH		SOLE		965,097	0	0
HOST HOTELS & RESORTS INC	REIT	44107P104	38,687	2,644,391	SH		SOLE		2,644,391	0	0
HUNTINGTON INGALLS INDUSTRIES, INC.	COM	446413106	17,592	103,190	SH		SOLE		103,190	0	0
HUNTSMAN CORPORATION	COM	447011107	41,607	1,655,001	SH		SOLE		1,655,001	0	0
I3 VERTICALS INC	COM	46571Y107	7,590	228,609	SH		SOLE	1	129,730	0	98,879
IAA Inc	COM	449253103	12,254	188,581	SH		SOLE		188,581	0	0
ICU MEDICAL INC	COM	44930G107	10,220	47,646	SH		SOLE	1	27,296	0	20,350
IDEXX LABORATORIES	COM	45168D104	9,821	19,647	SH		SOLE		19,647	0	0
II-VI INCORPORATED	COM	902104108	14,855	195,565	SH		SOLE	1	110,723	0	84,842
IMPERIAL OIL LTD	COM	453038408	3,023	158,831	SH		SOLE		158,831	0	0
IMPINJ INC	COM	453204109	5,263	125,694	SH		SOLE	1	71,076	0	54,618
INPHI CORP	COM	45772F107	11,583	72,180	SH		SOLE	1	40,981	0	31,199
INSMED INC	COM	457669307	9,729	292,255	SH		SOLE	1	166,162	0	126,093
INSPERITY INC	COM	45778Q107	10,189	125,143	SH		SOLE	1	70,940	0	54,203
INSTALLED BUILDING PRODUCTS INC	COM	45780R101	11,682	114,610	SH		SOLE	1	65,272	0	49,338
INSULET CORPORATION	COM	45784P101	28,710	112,311	SH		SOLE		112,311	0	0
INTEGER HOLDINGS CORPORATION	COM	45826H109	8,986	110,679	SH		SOLE	1	62,770	0	47,909
IROBOT CORP	COM	462726100	4,800	59,782	SH		SOLE	1	33,921	0	25,861
J2 GLOBAL, INC.	COM	48123V102	10,420	106,659	SH		SOLE	1	60,998	0	45,661
JETBLUE AIRWAYS CORPORATION	COM	477143101	35,001	2,407,211	SH		SOLE		2,407,211	0	0
JGC HOLDINGS CORPORATION	ADR	466140100	2,161	115,641	SH		SOLE		115,641	0	0
KANSAS CITY SOUTHERN	COM	485170302	36,611	179,350	SH		SOLE		179,350	0	0
KAO CORP	ADR	485537401	251	16,273	SH		SOLE		16,273	0	0
KDDI CORP	ADR	48667L106	277	18,654	SH		SOLE		18,654	0	0
KERING S.A.	ADR	492089107	2,590	35,749	SH		SOLE		35,749	0	0
KEYSIGHT TECHNOLOGIES, INC.	COM	49338L103	23,689	179,339	SH		SOLE		179,339	0	0
KIRKLAND LAKE GO	COM	49741E100	28,550	691,796	SH		SOLE		691,796	0	0
KLA CORPORATION	COM	482480100	28,152	108,734	SH		SOLE		108,734	0	0
KNIGHT SWIFT TRANSN HOLDINGS INC	COM	499049104	24,013	574,202	SH		SOLE		574,202	0	0
KOMATSU LTD	ADR	500458401	2,911	105,149	SH		SOLE		105,149	0	0
KOSE CORPORATION	ADR	500679105	291	8,406	SH		SOLE		8,406	0	0
KRATOS DEFENSE & SEC SOLUTIONS INC	COM	50077B207	11,523	420,071	SH		SOLE	1	237,631	0	182,440
KUBOTA CORP	ADR	501173207	2,898	26,267	SH		SOLE		26,267	0	0
L'OREAL S.A.	ADR	502117203	2,447	32,135	SH		SOLE		32,135	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	21,140	111,841	SH		SOLE		111,841	0	0
LAM RESEARCH CORPORATION	COM	512807108	10,456	22,139	SH		SOLE		22,139	0	0
LAMB WESTON HOLDINGS INC	COM	513272104	19,715	250,383	SH		SOLE		250,383	0	0
LEAR CORPORATION	COM	521865204	72,919	458,524	SH		SOLE		458,524	0	0
LENDINGTREE INC	COM	52603B107	17,304	63,203	SH		SOLE	1	50,864	0	12,339
LGI HOMES INC	COM	50187T106	9,776	92,358	SH		SOLE	1	52,802	0	39,556
LHC GROUP INC	COM	50187A107	15,512	72,718	SH		SOLE	1	41,497	0	31,221
LINCOLN NATIONAL CORPORATION	COM	534187109	65,625	1,304,415	SH		SOLE		1,304,415	0	0
LINDBLAD EXPEDITIONS HLDGS INC	COM	535219109	4,722	275,828	SH		SOLE	1	156,011	0	119,817
LIVE NATION ENTERTAINMENT, INC.	COM	538034109	17,146	233,340	SH		SOLE		233,340	0	0
LULULEMON ATHLETIC	COM	550021109	8,546	24,555	SH		SOLE		24,555	0	0
LUMENTUM HOLDINGS INCORPORATION	COM	55024U109	38,268	403,666	SH		SOLE		403,666	0	0
MAGNITE INC	COM	55955D100	19,378	631,007	SH		SOLE	1	358,467	0	272,540
MARATHON PETROLEUM COMPANY	COM	56585A102	39,901	964,730	SH		SOLE		964,730	0	0
MARKETAXESS HLDGS	COM	57060D108	11,654	20,426	SH		SOLE		20,426	0	0
MARSH & MCLENNAN COMPANIES, INC.	COM	571748102	14,174	121,142	SH		SOLE		121,142	0	0
MARTIN MARIETTA MATERIALS INC	COM	573284106	30,400	107,055	SH		SOLE		107,055	0	0
MARVELL TECH GROUP	COM	G5876H105	22,180	466,563	SH		SOLE		466,563	0	0
MASIMO CORPORATION	COM	574795100	17,249	64,269	SH		SOLE		64,269	0	0
MATCH GROUP INC NEW	COM	57667L107	24,442	161,661	SH		SOLE		161,661	0	0
MEDPACE HOLDINGS INC.	COM	58506Q109	14,433	103,688	SH		SOLE	1	59,357	0	44,331
METTLER-TOLEDO INTERNATIONAL INC	COM	592688105	13,404	11,761	SH		SOLE		11,761	0	0
MID-AMER APT CMNTYS INC	REIT	59522J103	55,862	440,931	SH		SOLE		440,931	0	0
MONOLITHIC PWR SYS	COM	609839105	28,546	77,946	SH		SOLE		77,946	0	0
MONRO INC	COM	610236101	7,603	142,654	SH		SOLE	1	80,888	0	61,766
MOODYS CORP	COM	615369105	10,568	36,410	SH		SOLE		36,410	0	0
MSCI INC.	COM	55354G100	22,127	49,553	SH		SOLE		49,553	0	0
MTN GROUP LTD	ADR	62474M108	3,474	847,285	SH		SOLE		847,285	0	0
MUNICH REINSURANCE	ADR	626188106	2,508	84,417	SH		SOLE		84,417	0	0
NEOGENOMICS INC	COM	64049M209	11,685	217,023	SH		SOLE	1	123,323	0	93,700
NESTLE SA/AG	ADR	641069406	12,059	102,367	SH		SOLE		102,367	0	0
NEUROCRINE BIOSCIENCES INC	COM	64125C109	22,317	232,835	SH		SOLE		232,835	0	0
NITTO ELECTRIC INDUSTRIAL CO	ADR	654802206	3,458	77,225	SH		SOLE		77,225	0	0
NORTHERN STAR RESOURCES LTD	COM	Q6951U101	256	25,342	SH		SOLE		25,342	0	0
NORTON LIFELOCK INC	COM	668771108	12,201	587,166	SH		SOLE		587,166	0	0
NOVARTIS AG	ADR	66987V109	12,366	130,955	SH		SOLE		130,955	0	0
NOVO NORDISK A/S	ADR	670100205	11,798	168,906	SH		SOLE		168,906	0	0
NOVOCURE LTD	COM	G6674U108	17,626	101,862	SH		SOLE		101,862	0	0
NUANCE COMMUNICATIONS, INC.	COM	67020Y100	17,725	402,025	SH		SOLE		402,025	0	0
NUVASIVE INC.	COM	670704105	28,246	501,437	SH		SOLE		501,437	0	0
NXP SEMICONDUCTORS NV	COM	N6596X109	9,248	58,162	SH		SOLE		58,162	0	0
OMNICELL INC	COM	68213N109	28,555	237,917	SH		SOLE	1	170,651	0	67,266
ON SEMICONDUCTOR CORP.	COM	682189105	21,769	665,106	SH		SOLE		665,106	0	0
ONE GAS, INC.	COM	68235P108	16,268	211,901	SH		SOLE		211,901	0	0
OPEN LENDING CORP	COM	68373J104	1,856	53,100	SH		SOLE	1	30,324	0	22,776
OREILLY AUTOMOTIVE, INC.	COM	67103H107	12,341	27,269	SH		SOLE		27,269	0	0
ORIX CORPORATION	ADR	686330101	3,822	49,420	SH		SOLE		49,420	0	0
OWENS CORNING	COM	690742101	32,159	424,483	SH		SOLE		424,483	0	0
PAN PACIFIC INTL HLDGS CORP	ADR/GDR	69807K105	2,408	103,525	SH		SOLE		103,525	0	0
PAYCOM SOFTWARE INC	COM	70432V102	23,766	52,551	SH		SOLE		52,551	0	0
PELOTON INTERACTIVE INC	COM	70614W100	16,417	108,206	SH		SOLE		108,206	0	0
PENTAIR PLC	COM	G7S00T104	25,071	472,238	SH		SOLE		472,238	0	0
PERFORMANCE FOOD GROUP COMPANY	COM	71377A103	10,396	218,347	SH		SOLE	1	123,864	0	94,483
PERSIMMON	ADR	715318101	341	4,458	SH		SOLE		4,458	0	0
PETMED EXPRESS INC	COM	716382106	4,184	130,508	SH		SOLE	1	73,887	0	56,621
PLEXUS CORP	COM	729132100	7,151	91,439	SH		SOLE	1	52,157	0	39,282
POWER INTEGRATIONS	COM	739276103	9,915	121,119	SH		SOLE	1	68,631	0	52,488
PRA GROUP INC	COM	69354N106	4,978	125,525	SH		SOLE	1	71,073	0	54,452
PRA HEALTH SCIENCES INC	COM	69354M108	11,121	88,652	SH		SOLE	1	50,824	0	37,828
PROLOGIS INC.	REIT	74340W103	22,032	221,076	SH		SOLE		221,076	0	0
PROOFPOINT, INC.	COM	743424103	16,078	117,862	SH		SOLE		117,862	0	0
PROTO LABS INC	COM	743713109	13,783	89,852	SH		SOLE	1	51,447	0	38,405
PRUDENTIAL PLC	ADR	74435K204	17,875	484,017	SH		SOLE		484,017	0	0
PULTE GROUP INC	COM	745867101	21,034	487,799	SH		SOLE		487,799	0	0
PURE STORAGE INC	COM	74624M102	33,520	1,482,535	SH		SOLE		1,482,535	0	0
QTS REALTY TRUST INC	REIT	74736A103	6,586	106,435	SH		SOLE	1	60,268	0	46,167
QUALYS INC	COM	74758T303	8,600	70,567	SH		SOLE	1	40,224	0	30,343
RBS CITIZENS FINANCIAL GROUP INC	COM	174610105	44,164	1,235,024	SH		SOLE		1,235,024	0	0
RECKITT BENCK GRP	ADR	756255204	2,514	138,726	SH		SOLE		138,726	0	0
ROBERT HALF INTL	COM	770323103	30,019	480,460	SH		SOLE		480,460	0	0
ROCHE HOLDINGS AG	ADR	771195104	2,515	57,370	SH		SOLE		57,370	0	0
ROKU INC	COM	77543R102	91,636	275,994	SH		SOLE		275,994	0	0
ROYAL CARIBBEAN GROUP	COM	V7780T103	45,730	612,263	SH		SOLE		612,263	0	0
ROYAL DUTCH SHELL PLC	ADR	780259107	17,371	516,842	SH		SOLE		516,842	0	0
RYANAIR HOLDINGS PLC	ADR	783513203	12,908	117,367	SH		SOLE		117,367	0	0
SANDVIK A/B	ADR	800212201	3,304	134,376	SH		SOLE		134,376	0	0
SAP SE	ADR	803054204	10,669	81,824	SH		SOLE		81,824	0	0
SEMTECH CORPORATION	COM	816850101	12,347	171,269	SH		SOLE	1	96,386	0	74,883
SERVICENOW INC	COM	81762P102	12,575	22,845	SH		SOLE		22,845	0	0
SIEMENS AG	ADR	826197501	2,428	33,819	SH		SOLE		33,819	0	0
SINGAPORE TELECOMMUNICATIONS	ADR	82929R304	3,714	213,448	SH		SOLE		213,448	0	0
SKYWORKS SOLUTIONS, INC.	COM	83088M102	52,431	342,953	SH		SOLE		342,953	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	22,355	70,052	SH		SOLE		70,052	0	0
SOUTHWEST AIRLINES CO.	COM	844741108	21,386	458,826	SH		SOLE		458,826	0	0
SPLUNK INC	COM	848637104	13,505	79,491	SH		SOLE		79,491	0	0
SPOTIFY TECHNOLOGY S.A.	COM	L8681T102	19,015	60,431	SH		SOLE		60,431	0	0
STAG INDUSTRIAL, INC.	REIT	85254J102	42,574	1,359,321	SH		SOLE		1,359,321	0	0
STONERIDGE INC.	COM	86183P102	6,826	225,800	SH		SOLE	1	128,148	0	97,652
SUPERNUS PHARMACEUTICALS, INC	COM	868459108	7,272	289,028	SH		SOLE	1	164,192	0	124,836
SVB FINANCIAL GROUP	COM	78486Q101	55,770	143,801	SH		SOLE		143,801	0	0
SYNOVUS FINANCIAL CORP.	COM	87161C501	25,033	773,344	SH		SOLE		773,344	0	0
SYSMEX CORP	ADR	87184P109	2,277	37,851	SH		SOLE		37,851	0	0
SYSTEMAX INC	COM	871851101	8,590	239,352	SH		SOLE	1	135,518	0	103,834
TAIWAN SEMICONDUCTOR MFG LTD	ADR	874039100	6,665	61,125	SH		SOLE		61,125	0	0
TAKE-TWO INTERACTIVE SOFTWARE INC.	COM	874054109	21,474	103,345	SH		SOLE		103,345	0	0
TELEFLEX INCORPORATED	COM	879369106	19,047	46,279	SH		SOLE		46,279	0	0
TEXAS ROADHOUSE	COM	882681109	26,100	333,930	SH		SOLE		333,930	0	0
TEXTRON INC.	COM	883203101	19,090	395,000	SH		SOLE		395,000	0	0
THE TIMKEN COMPANY	COM	887389104	25,104	324,511	SH		SOLE		324,511	0	0
THE TRADE DESK INC	COM	88339J105	5,260	6,567	SH		SOLE		6,567	0	0
THOR INDUSTRIES	COM	885160101	36,098	388,196	SH		SOLE	1	352,080	0	36,116
TOKYO ELECTRON LTD	ADR	889110102	4,286	45,801	SH		SOLE		45,801	0	0
TOTAL SE	ADR	89151E109	2,860	68,235	SH		SOLE		68,235	0	0
TPI COMPOSITES INC	COM	87266J104	15,036	284,885	SH		SOLE	1	161,344	0	123,541
TRACTOR SUPPLY CO	COM	892356106	13,831	98,384	SH		SOLE		98,384	0	0
TWILIO INC	COM	90138F102	19,407	57,331	SH		SOLE		57,331	0	0
TWITTER INC	COM	90184L102	8,938	165,058	SH		SOLE		165,058	0	0
ULTA BEAUTY INC	COM	90384S303	20,066	69,879	SH		SOLE		69,879	0	0
UNICHARM CORP	ADR	90460M204	212	22,109	SH		SOLE		22,109	0	0
UNITED OVERSEAS BANK LIMITED	ADR	911271302	3,847	112,596	SH		SOLE		112,596	0	0
UNITED RENTALS, INC.	COM	911363109	26,718	115,209	SH		SOLE		115,209	0	0
UNIVERSAL DISPLAY	COM	91347P105	18,835	81,962	SH		SOLE		81,962	0	0
UNIVERSAL HEALTH SERVICES, INC.	COM	913903100	12,632	91,866	SH		SOLE		91,866	0	0
UPLAND SOFTWARE INC	COM	91544A109	9,686	211,070	SH		SOLE	1	119,639	0	91,431
US PHYSICAL THERAP	COM	90337L108	11,098	92,289	SH		SOLE	1	52,989	0	39,300
VAIL RESORTS, INC.	COM	91879Q109	17,433	62,493	SH		SOLE		62,493	0	0
VAREX IMAGING CORPORATION	COM	92214X106	2,818	168,936	SH		SOLE	1	96,114	0	72,822
VEEVA SYSTEMS INC	COM	922475108	20,039	73,605	SH		SOLE		73,605	0	0
VERICEL CORPORATION	COM	92346J108	12,164	393,921	SH		SOLE	1	224,721	0	169,200
VERINT SYSTEMS INC	COM	92343X100	8,247	122,767	SH		SOLE	1	69,919	0	52,848
VERISK ANALYTICS, INC.	COM	92345Y106	8,017	38,621	SH		SOLE		38,621	0	0
VOLKSWAGEN AKTIENGESELLSCHAFT	ADR	928662600	3,142	150,710	SH		SOLE		150,710	0	0
VOYA FINANCIAL INC	COM	929089100	23,742	403,700	SH		SOLE		403,700	0	0
VULCAN MATERIALS COMPANY	COM	929160109	30,248	203,951	SH		SOLE		203,951	0	0
W.R. BERKLEY CORPORATION	COM	084423102	9,790	147,397	SH		SOLE		147,397	0	0
WAL-MART DE MEXICO	ADR	93114W107	14,028	498,506	SH		SOLE		498,506	0	0
WEC ENERGY GROUP INCORPORATION	COM	92939U106	25,994	282,451	SH		SOLE		282,451	0	0
WESTLAKE CHEMICAL CORPORATION	COM	960413102	7,820	95,839	SH		SOLE		95,839	0	0
WHITE MOUNTNS INSU	COM	G9618E107	13,491	13,482	SH		SOLE		13,482	0	0
WOODSIDE PETROLEUM LTD.	ADR	980228308	2,642	151,116	SH		SOLE		151,116	0	0
WORKDAY INC	COM	98138H101	24,730	103,209	SH		SOLE		103,209	0	0
WPP PLC	ADR	92937A102	3,087	57,085	SH		SOLE		57,085	0	0
XILINX INC.	COM	983919101	16,836	118,756	SH		SOLE		118,756	0	0
XYLEM, INC.	COM	98419M100	30,700	301,605	SH		SOLE		301,605	0	0
YETI HLDGS INC	COM	98585X104	10,528	153,755	SH		SOLE		153,755	0	0
ZEBRA TECHNOLOGIES CORPORATION	COM	989207105	34,322	89,304	SH		SOLE		89,304	0	0
ZSCALER INC	COM	98980G102	27,596	138,182	SH		SOLE		138,182	0	0
ZYNGA INC	COM	98986T108	40,110	4,063,783	SH		SOLE		4,063,783	0	0