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 Holdings Inc	COM	000304105	1,127	19,956	SH		SOLE		19,956	0	0
ABB Ltd	COM	000375204	121,311	5,600,673	SH		SOLE		5,600,673	0	0
Acorda Therapeutics Inc	COM	00484m106	20,493	621,178	SH		SOLE		621,178	0	0
Adecco SA	COM	006754204	59,420	2,088,047	SH		SOLE		2,088,047	0	0
Adidas AG ADR	COM	00687a107	169,770	3,141,860	SH		SOLE		3,141,860	0	0
Adtran Inc	COM	00738a106	2,316	94,077	SH		SOLE		94,077	0	0
Aegion Corporation	COM	00770f104	3,270	145,275	SH		SOLE		145,275	0	0
AFLAC Inc	COM	001055102	130,687	2,248,576	SH		SOLE		2,248,576	0	0
AGCO Corporation	COM	001084102	26,201	522,029	SH		SOLE		522,029	0	0
Agnico Eagle Mines Ltd	COM	008474108	13,024	472,920	SH		SOLE		472,920	0	0
Air Methods Corp	COM	009128307	2,667	78,775	SH		SOLE		78,775	0	0
Ajinomoto Inc	COM	009707100	247	16,820	SH		SOLE		16,820	0	0
Akorn Inc	COM	009728106	3,687	272,708	SH		SOLE		272,708	0	0
Alaska Air Group Inc	COM	011659109	3,123	60,056	SH		SOLE		60,056	0	0
Allegheny Technologies Inc	COM	01741r102	13,948	530,139	SH		SOLE		530,139	0	0
Allergan Inc	COM	018490102	213	2,526	SH		SOLE		2,526	0	0
Alliant Energy Corp	COM	018802108	48,363	959,198	SH		SOLE		959,198	0	0
Allianz SE - ADR	COM	018805101	100,757	6,905,403	SH		SOLE		6,905,403	0	0
American Railcar Industries In	COM	02916p103	1,456	43,450	SH		SOLE		43,450	0	0
Anadarko Pete Corp	COM	032511107	360	4,193	SH		SOLE		4,193	0	0
Ansys Inc	COM	03662q105	11,436	156,440	SH		SOLE		156,440	0	0
Applied Materials Inc	COM	038222105	36,379	2,438,289	SH		SOLE		2,438,289	0	0
Arch Capital Group Ltd	COM	g0450a105	25,656	499,052	SH		SOLE		499,052	0	0
Autozone Inc	COM	053332102	18,824	44,429	SH		SOLE		44,429	0	0
Avago Technologies Ltd Ord	COM	y0486s104	27,466	734,768	SH		SOLE		734,768	0	0
Avnet Inc	COM	053807103	26,935	801,631	SH		SOLE		801,631	0	0
AXA Group S A - ADR	COM	054536107	124,307	6,335,386	SH		SOLE		6,335,386	0	0
Axis Capital Holdings Limited	COM	g0692u109	26,815	585,739	SH		SOLE		585,739	0	0
Balchem Corporation	COM	057665200	2,860	63,903	SH		SOLE		63,903	0	0
Barclays Plc	COM	06738e204	147,945	8,641,644	SH		SOLE		8,641,644	0	0
BASF SE	COM	055262505	107,460	1,204,587	SH		SOLE		1,204,587	0	0
Bayer AG	COM	072730302	155,791	1,462,866	SH		SOLE		1,462,866	0	0
Beacon Roofing Supply Inc	COM	073685109	495	13,075	SH		SOLE		13,075	0	0
Bebe Stores Inc	COM	075571109	2,190	390,300	SH		SOLE		390,300	0	0
BHP Billiton Ltd	COM	088606108	87,443	1,516,532	SH		SOLE		1,516,532	0	0
BNP Paribas SA	COM	05565a202	3,328	121,982	SH		SOLE		121,982	0	0
Boeing Co	COM	097023105	299	2,923	SH		SOLE		2,923	0	0
Bristow Group Inc	COM	110394103	26,009	398,171	SH		SOLE		398,171	0	0
British American Tobacco Plc	COM	110448107	44,183	429,208	SH		SOLE		429,208	0	0
BroadSoft Inc	COM	11133b409	1,564	56,650	SH		SOLE		56,650	0	0
Bruker Corporation	COM	116794108	4,453	275,700	SH		SOLE		275,700	0	0
Buckle Inc	COM	118440106	5,070	97,465	SH		SOLE		97,465	0	0
Cabelas Inc	COM	126804301	34,687	535,629	SH		SOLE		535,629	0	0
Cabot Oil & Gas Corp	COM	127097103	45,813	645,071	SH		SOLE		645,071	0	0
Canadian Natural Resources Ltd	COM	136385101	58,085	2,055,374	SH		SOLE		2,055,374	0	0
Canadian Pacific Railway Ltd	COM	13645t100	1,089	8,971	SH		SOLE		8,971	0	0
Carpenter Technology Corp	COM	144285103	1,779	39,468	SH		SOLE		39,468	0	0
Catamaran Corp	COM	148887102	40,990	840,647	SH		SOLE		840,647	0	0
Celadon Group Inc	COM	150838100	2,685	147,150	SH		SOLE		147,150	0	0
Celanese Corp	COM	150870103	12,275	274,001	SH		SOLE		274,001	0	0
Centene Corp Del	COM	15135b101	3,813	72,683	SH		SOLE		72,683	0	0
Chart Industries Inc	COM	16115q308	40,859	434,259	SH		SOLE		434,259	0	0
Chevron Corp	COM	166764100	224	1,895	SH		SOLE		1,895	0	0
Chipotle Mexican Grill Inc	COM	169656105	10,209	28,021	SH		SOLE		28,021	0	0
Coca-Cola HBC AG	COM	191223106	3,860	165,083	SH		SOLE		165,083	0	0
Cohen & Steers Inc	COM	19247a100	4,738	139,440	SH		SOLE		139,440	0	0
Comerica Inc	COM	200340107	71,547	1,796,308	SH		SOLE		1,796,308	0	0
Compass Group Plc	COM	20449x203	2,040	160,145	SH		SOLE		160,145	0	0
Compass Minerals Intl Inc	COM	20451n101	40,298	476,736	SH		SOLE		476,736	0	0
Computer Programs & Systems In	COM	205306103	3,115	63,384	SH		SOLE		63,384	0	0
Computer Sciences Corp	COM	205363104	45,196	1,032,577	SH		SOLE		1,032,577	0	0
Continental ag	COM	210771200	360	2,702	SH		SOLE		2,702	0	0
Cooper Cos Inc	COM	216648402	34,545	290,171	SH		SOLE		290,171	0	0
Core Laboratories N V	COM	n22717107	260	1,716	SH		SOLE		1,716	0	0
Covance Inc	COM	222816100	5,756	75,600	SH		SOLE		75,600	0	0
Covidien PLC	COM	g2554f113	138,463	2,203,418	SH		SOLE		2,203,418	0	0
Cracker Barrel Old Country Sto	COM	22410j106	7,166	75,701	SH		SOLE		75,701	0	0
Cree Inc	COM	225447101	22,931	359,246	SH		SOLE		359,246	0	0
CSL Limited	COM	12637n105	3,639	129,099	SH		SOLE		129,099	0	0
D R Horton Inc	COM	23331a109	6,530	306,841	SH		SOLE		306,841	0	0
Daktronics Inc	COM	234264109	1,248	121,675	SH		SOLE		121,675	0	0
Danske Bank A/S	COM	236363107	128	14,941	SH		SOLE		14,941	0	0
Darling Intl Inc	COM	237266101	31,072	1,665,158	SH		SOLE		1,665,158	0	0
Dassault Sys S A - ADR	COM	237545108	4,744	38,831	SH		SOLE		38,831	0	0
Delek US Holdings Inc	COM	246647101	2,352	81,718	SH		SOLE		81,718	0	0
Diageo Plc	COM	25243q205	73,565	639,970	SH		SOLE		639,970	0	0
Discover Financial Services	COM	254709108	220	4,616	SH		SOLE		4,616	0	0
Discovery Communications Inc-C	COM	25470f302	11,977	171,664	SH		SOLE		171,664	0	0
Dollar General Corp	COM	256677105	29,133	577,683	SH		SOLE		577,683	0	0
DTE Energy Co	COM	233331107	33,909	506,035	SH		SOLE		506,035	0	0
Eagle Materials Inc	COM	26969p108	12,726	192,038	SH		SOLE		192,038	0	0
Ecopetrol SA	COM	279158109	44,119	1,048,951	SH		SOLE		1,048,951	0	0
Embraer SA	COM	29082a107	57,174	1,549,846	SH		SOLE		1,549,846	0	0
Enbridge Inc	COM	29250n105	152,503	3,624,990	SH		SOLE		3,624,990	0	0
Energy XXI Bermuda Ltd	COM	g10082140	9,545	430,428	SH		SOLE		430,428	0	0
Erickson Air-Crane Inc	COM	29482p100	2,712	144,175	SH		SOLE		144,175	0	0
Essilor International SA	COM	297284200	3,115	58,634	SH		SOLE		58,634	0	0
Fanuc Corporation - Unsp ADR	COM	307305102	3,675	152,328	SH		SOLE		152,328	0	0
FEI Co	COM	30241l109	14,800	202,689	SH		SOLE		202,689	0	0
Finisar	COM	31787a507	3,656	215,690	SH		SOLE		215,690	0	0
Flextronics International Ltd	COM	y2573f102	2,947	380,709	SH		SOLE		380,709	0	0
Fluor Corp New	COM	343412102	28,141	474,476	SH		SOLE		474,476	0	0
Fuji Heavy Inds Ltd	COM	359556206	3,914	78,893	SH		SOLE		78,893	0	0
Fusion-io Inc	COM	36112j107	1,184	83,167	SH		SOLE		83,167	0	0
Gemalto NV	COM	36863n208	1,590	38,560	SH		SOLE		38,560	0	0
Generac Holdings Inc	COM	368736104	36,924	997,678	SH		SOLE		997,678	0	0
General Electric Co	COM	369604103	307	13,243	SH		SOLE		13,243	0	0
Genesee & Wyoming Inc	COM	371559105	2,467	29,075	SH		SOLE		29,075	0	0
Genomic Health Inc	COM	37244c101	2,053	64,750	SH		SOLE		64,750	0	0
Geospace Technologies Corp	COM	37364x109	2,301	33,310	SH		SOLE		33,310	0	0
Givaudan SA	COM	37636p108	2,381	92,394	SH		SOLE		92,394	0	0
Google Inc	COM	38259p508	287	326	SH		SOLE		326	0	0
Grupo Financiero Banorte SAB d	COM	40052p107	549	18,465	SH		SOLE		18,465	0	0
GSE Holding Inc	COM	36191x100	1,066	184,150	SH		SOLE		184,150	0	0
Gulfport Energy Corp	COM	402635304	85,110	1,807,385	SH		SOLE		1,807,385	0	0
Hartford Financial Services Gr	COM	416515104	145,182	4,695,418	SH		SOLE		4,695,418	0	0
Henry Jack & Assoc Inc	COM	426281101	6,797	144,225	SH		SOLE		144,225	0	0
Hercules Technology Growth Cap	COM	427096508	3,338	239,425	SH		SOLE		239,425	0	0
Hess Corp	COM	42809h107	15,388	231,440	SH		SOLE		231,440	0	0
Hittite Microwave Corporation	COM	43365y104	1,827	31,500	SH		SOLE		31,500	0	0
HMS Hldgs Corp	COM	40425j101	18,029	773,768	SH		SOLE		773,768	0	0
Hologic Inc	COM	436440101	47,061	2,438,401	SH		SOLE		2,438,401	0	0
HomeAway Inc	COM	43739q100	19,607	606,282	SH		SOLE		606,282	0	0
Honda Motor Ltd - ADR	COM	438128308	106,511	2,859,363	SH		SOLE		2,859,363	0	0
Hormel Foods Corp	COM	440452100	25,342	656,881	SH		SOLE		656,881	0	0
HSBC Holdings Plc	COM	404280406	192,621	3,711,380	SH		SOLE		3,711,380	0	0
Humana Inc	COM	444859102	19,046	225,719	SH		SOLE		225,719	0	0
Icu Med Inc	COM	44930g107	4,503	62,495	SH		SOLE		62,495	0	0
Ii VI Inc	COM	902104108	2,542	156,350	SH		SOLE		156,350	0	0
Imperial Oil Ltd	COM	453038408	70,270	1,839,047	SH		SOLE		1,839,047	0	0
Industria de Diseno Textil SA	COM	455793109	4,099	166,246	SH		SOLE		166,246	0	0
Inretail Peru Corp Ord	COM	p56242202	198	10,700	SH		SOLE		10,700	0	0
InterActiveCorp	COM	44919p508	64,879	1,363,580	SH		SOLE		1,363,580	0	0
iRobot Corporation	COM	462726100	4,610	115,925	SH		SOLE		115,925	0	0
J2 Global Inc	COM	48123v102	4,479	105,375	SH		SOLE		105,375	0	0
Jacobs Engineering Group Inc	COM	469814107	33,740	612,000	SH		SOLE		612,000	0	0
JDS Uniphase Corporation	COM	46612j507	55,398	3,849,762	SH		SOLE		3,849,762	0	0
JGC Corp	COM	466140100	3,822	53,171	SH		SOLE		53,171	0	0
JM Smucker Co	COM	832696405	119,786	1,161,277	SH		SOLE		1,161,277	0	0
Jos A Bank Clothiers Inc	COM	480838101	3,307	80,042	SH		SOLE		80,042	0	0
Kao Corp	COM	485537302	260	7,663	SH		SOLE		7,663	0	0
Keycorp New	COM	493267108	124,110	11,241,867	SH		SOLE		11,241,867	0	0
Kirby Corp	COM	497266106	2,541	31,940	SH		SOLE		31,940	0	0
Komatsu Ltd	COM	500458401	147,092	6,372,027	SH		SOLE		6,372,027	0	0
Koninklijke Ahold N V	COM	500467402	52,510	3,532,700	SH		SOLE		3,532,700	0	0
Kubota Corp	COM	501173207	169,831	2,333,159	SH		SOLE		2,333,159	0	0
l'Air Liquide	COM	009126202	85,595	3,470,601	SH		SOLE		3,470,601	0	0
L'Oreal Co SA	COM	502117203	1,445	44,017	SH		SOLE		44,017	0	0
Lam Research Corp	COM	512807108	59,394	1,339,521	SH		SOLE		1,339,521	0	0
Life Time Fitness Inc	COM	53217r207	21,223	423,534	SH		SOLE		423,534	0	0
Lincoln National Corp	COM	534187109	99,080	2,716,745	SH		SOLE		2,716,745	0	0
Linear Technology Corp	COM	535678106	24,729	671,259	SH		SOLE		671,259	0	0
Lkq Corp	COM	501889208	28,482	1,106,105	SH		SOLE		1,106,105	0	0
Louisiana Pac Corp	COM	546347105	31,438	2,125,644	SH		SOLE		2,125,644	0	0
LSI Corp	COM	502161102	1,275	178,525	SH		SOLE		178,525	0	0
Luxottica Group SpA	COM	55068r202	145,454	2,876,855	SH		SOLE		2,876,855	0	0
LVMH Moet Hennessy Louis Vuitt	COM	502441306	2,973	91,857	SH		SOLE		91,857	0	0
Magna Intl Inc	COM	559222401	60,634	851,360	SH		SOLE		851,360	0	0
Magnit OJSC Ord	COM	x51729105	236	1,030	SH		SOLE		1,030	0	0
Manpower Inc	COM	56418h100	24,595	448,814	SH		SOLE		448,814	0	0
Marsh & McLennan Cos Inc	COM	571748102	246	6,159	SH		SOLE		6,159	0	0
MEDNAX Inc.	COM	58502b106	27,261	297,676	SH		SOLE		297,676	0	0
Merck KGaA ADR	COM	589339100	2,465	48,608	SH		SOLE		48,608	0	0
Merit Med Sys Inc	COM	589889104	2,877	258,038	SH		SOLE		258,038	0	0
Mettler Toledo International	COM	592688105	111,147	552,422	SH		SOLE		552,422	0	0
Michael Kors Holdings Ltd	COM	g60754101	20,999	338,587	SH		SOLE		338,587	0	0
MICRO Systems Inc	COM	594901100	23,180	537,192	SH		SOLE		537,192	0	0
Mindray Medical International	COM	602675100	226	6,037	SH		SOLE		6,037	0	0
Monotype Imaging Holdings Inc	COM	61022p100	1,441	56,700	SH		SOLE		56,700	0	0
Monro Muffler Brake Inc	COM	610236101	5,402	112,433	SH		SOLE		112,433	0	0
Monster Beverage Corporation	COM	611740101	8,279	136,096	SH		SOLE		136,096	0	0
MTN Group Ltd	COM	62474m108	3,511	189,446	SH		SOLE		189,446	0	0
Muenchener Rueckversicherungs-	COM	626188106	98,967	5,384,510	SH		SOLE		5,384,510	0	0
National Oilwell Varco Inc	COM	637071101	288	4,173	SH		SOLE		4,173	0	0
Natural Grocers by Vitamin Cot	COM	63888u108	1,111	35,850	SH		SOLE		35,850	0	0
Nestle S A	COM	641069406	109,025	1,665,113	SH		SOLE		1,665,113	0	0
Netflix Com Inc	COM	64110l106	33,900	160,597	SH		SOLE		160,597	0	0
Netgear Inc	COM	64111q104	3,287	107,637	SH		SOLE		107,637	0	0
Nitto Denko Corp	COM	654802206	4,591	142,944	SH		SOLE		142,944	0	0
Nordstrom Inc	COM	655664100	23,190	386,895	SH		SOLE		386,895	0	0
Novartis AG - ADR	COM	66987v109	64,590	913,444	SH		SOLE		913,444	0	0
Novo Nordisk A/S - ADR	COM	670100205	82,988	535,508	SH		SOLE		535,508	0	0
Parker Hannifin Corp	COM	701094104	35,550	372,642	SH		SOLE		372,642	0	0
Peregrine Semiconductor Corp	COM	71366r703	2,010	184,225	SH		SOLE		184,225	0	0
Philip Morris International In	COM	718172109	3,023	34,899	SH		SOLE		34,899	0	0
Pioneer Natural Resources Co	COM	723787107	239	1,651	SH		SOLE		1,651	0	0
Plantronics Inc New	COM	727493108	2,173	49,475	SH		SOLE		49,475	0	0
Polaris Industries Inc	COM	731068102	24,048	253,139	SH		SOLE		253,139	0	0
Portfolio Recovery Associates	COM	73640q105	6,070	39,508	SH		SOLE		39,508	0	0
Priceline Com Inc	COM	741503403	31,723	38,374	SH		SOLE		38,374	0	0
Principal Financial Group Inc	COM	74251v102	68,795	1,836,979	SH		SOLE		1,836,979	0	0
Procter & Gamble Co	COM	742718109	202	2,628	SH		SOLE		2,628	0	0
Prudential Plc	COM	74435k204	209,643	6,407,188	SH		SOLE		6,407,188	0	0
Questar Corp	COM	748356102	105,019	4,403,303	SH		SOLE		4,403,303	0	0
Reckitt Benckiser Group PLC	COM	756255204	2,388	169,378	SH		SOLE		169,378	0	0
Reinsurance Group of America I	COM	759351604	22,798	329,875	SH		SOLE		329,875	0	0
Rent A Ctr Inc New	COM	76009n100	1,157	30,800	SH		SOLE		30,800	0	0
Rio Tinto Plc	COM	767204100	852	20,736	SH		SOLE		20,736	0	0
Roche Holding Ltd - ADR	COM	771195104	4,306	69,353	SH		SOLE		69,353	0	0
Ross Stores Inc	COM	778296103	48,833	753,483	SH		SOLE		753,483	0	0
Royal Dutch Shell Plc	COM	780259107	89,937	1,357,132	SH		SOLE		1,357,132	0	0
Ryanair Holdings plc	COM	783513104	133,956	2,599,579	SH		SOLE		2,599,579	0	0
Ryland Group Inc	COM	783764103	1,157	28,850	SH		SOLE		28,850	0	0
SABMiller Plc	COM	78572m105	65,109	1,361,711	SH		SOLE		1,361,711	0	0
Salix Pharmaceuticals Inc	COM	795435106	7,197	108,796	SH		SOLE		108,796	0	0
Sampo Oyj - A Shs	COM	79588j102	285	14,634	SH		SOLE		14,634	0	0
Sandvik AB	COM	800212201	69,497	5,848,905	SH		SOLE		5,848,905	0	0
SAP AG	COM	803054204	127,365	1,748,803	SH		SOLE		1,748,803	0	0
Schlumberger Ltd	COM	806857108	611	8,523	SH		SOLE		8,523	0	0
SciQuest Inc	COM	80908t101	1,942	77,541	SH		SOLE		77,541	0	0
Semtech Corp	COM	816850101	5,338	152,397	SH		SOLE		152,397	0	0
Siemens AG - ADR	COM	826197501	105,997	1,046,265	SH		SOLE		1,046,265	0	0
Signature Bank	COM	82669g104	29,982	361,138	SH		SOLE		361,138	0	0
Singapore Telecommunications L	COM	82929r304	6,827	229,683	SH		SOLE		229,683	0	0
Sirona Dental Systems Inc.	COM	82966c103	2,925	44,400	SH		SOLE		44,400	0	0
Skf AB	COM	784375404	85,686	3,681,289	SH		SOLE		3,681,289	0	0
Skyworks Solutions Inc	COM	83088m102	15,208	694,752	SH		SOLE		694,752	0	0
Smith & Nephew Plc	COM	83175m205	2,770	49,384	SH		SOLE		49,384	0	0
Sociedad Quimica y Minera de C	COM	833635105	59,016	1,460,793	SH		SOLE		1,460,793	0	0
Sotheby's	COM	835898107	3,923	103,475	SH		SOLE		103,475	0	0
SPS Commerce Inc	COM	78463m107	2,771	50,375	SH		SOLE		50,375	0	0
Steiner Leisure Ltd	COM	p8744y102	3,372	63,800	SH		SOLE		63,800	0	0
Stoneridge Inc	COM	86183p102	2,045	175,653	SH		SOLE		175,653	0	0
Stratasys Ltd Ord	COM	m85548101	4,563	54,495	SH		SOLE		54,495	0	0
Summit Hotel Properties Inc	COM	866082100	2,599	275,028	SH		SOLE		275,028	0	0
Svenska Cellulosa Aktiebolag	COM	869587402	3,430	137,555	SH		SOLE		137,555	0	0
Swatch Group AG	COM	870123106	2,406	88,046	SH		SOLE		88,046	0	0
Syngenta AG	COM	87160a100	125,040	1,605,955	SH		SOLE		1,605,955	0	0
Taiwan Semiconductor Manufactu	COM	874039100	103,351	5,641,435	SH		SOLE		5,641,435	0	0
Team Health Holdings Inc	COM	87817a107	44,968	1,094,905	SH		SOLE		1,094,905	0	0
Technip SA	COM	878546209	60,342	2,380,373	SH		SOLE		2,380,373	0	0
Teledyne Technologies Inc	COM	879360105	3,340	43,175	SH		SOLE		43,175	0	0
Teradata Corporation	COM	88076w103	20,173	401,604	SH		SOLE		401,604	0	0
Tesco Plc	COM	881575302	156	10,351	SH		SOLE		10,351	0	0
Tesoro Corp	COM	881609101	6,009	114,845	SH		SOLE		114,845	0	0
Textron Inc	COM	883203101	43,087	1,653,995	SH		SOLE		1,653,995	0	0
The Hershey Company	COM	427866108	24,616	275,715	SH		SOLE		275,715	0	0
Tibco Software Inc	COM	88632q103	3,414	159,500	SH		SOLE		159,500	0	0
Tidewater Inc	COM	886423102	81,908	1,437,734	SH		SOLE		1,437,734	0	0
Tim Hortons Inc	COM	88706m103	589	10,889	SH		SOLE		10,889	0	0
Toyota Motor Corp - ADR	COM	892331307	4,319	35,795	SH		SOLE		35,795	0	0
TripAdvisor Inc	COM	896945201	25,463	418,321	SH		SOLE		418,321	0	0
Triumph Group Inc New	COM	896818101	2,860	36,135	SH		SOLE		36,135	0	0
TRW Automotive Holdings Corp	COM	87264s106	80,455	1,210,935	SH		SOLE		1,210,935	0	0
Turkcell Iletisim Hizmetleri A	COM	900111204	78,370	5,453,743	SH		SOLE		5,453,743	0	0
Turkiye Garanti Bankasi A S	COM	900148701	5,402	1,237,947	SH		SOLE		1,237,947	0	0
Tyson Foods Inc	COM	902494103	35,098	1,366,764	SH		SOLE		1,366,764	0	0
U S Physical Therapy Inc	COM	90337l108	2,398	86,745	SH		SOLE		86,745	0	0
Ulta Salon Cosmetics & Fragran	COM	90384s303	19,682	196,589	SH		SOLE		196,589	0	0
Unilever Plc	COM	904767704	350	8,654	SH		SOLE		8,654	0	0
United Overseas Bank Ltd	COM	911271302	112,170	3,581,652	SH		SOLE		3,581,652	0	0
United Rentals Inc	COM	911363109	24,248	485,837	SH		SOLE		485,837	0	0
Universal Health Services Inc	COM	913903100	26,266	392,266	SH		SOLE		392,266	0	0
US Bancorp Del	COM	902973304	270	7,471	SH		SOLE		7,471	0	0
US Silica Holdings Inc	COM	90346e103	3,381	162,725	SH		SOLE		162,725	0	0
Validus Holdings Limited	COM	g9319h102	46,675	1,292,231	SH		SOLE		1,292,231	0	0
Valueclick Inc	COM	92046n102	27,058	1,095,024	SH		SOLE		1,095,024	0	0
Veeco Instruments Inc	COM	922417100	3,184	89,925	SH		SOLE		89,925	0	0
Verizon Communications Inc	COM	92343v104	212	4,205	SH		SOLE		4,205	0	0
Vertex Pharmaceuticals Inc	COM	92532f100	13,418	167,594	SH		SOLE		167,594	0	0
Waddell & Reed Finl Inc	COM	930059100	5,783	132,947	SH		SOLE		132,947	0	0
Wal-Mart de Mexico SAB de CV -	COM	93114w107	91,210	3,271,160	SH		SOLE		3,271,160	0	0
Weight Watchers Intl Inc New	COM	948626106	3,528	76,700	SH		SOLE		76,700	0	0
Wesco Intl Inc	COM	95082p105	15,136	222,720	SH		SOLE		222,720	0	0
Western Refining Inc	COM	959319104	25,735	916,799	SH		SOLE		916,799	0	0
Westlake Chemical Corp	COM	960413102	16,927	175,578	SH		SOLE		175,578	0	0
Whole Foods Market Inc	COM	966837106	20,060	389,658	SH		SOLE		389,658	0	0
Woodside Petroleum Ltd	COM	980228308	71,895	2,243,488	SH		SOLE		2,243,488	0	0
WPX Energy Inc	COM	98212b103	72,507	3,828,228	SH		SOLE		3,828,228	0	0
Wynn Resorts Ltd	COM	983134107	12,399	96,887	SH		SOLE		96,887	0	0
Xcel Energy Inc	COM	98389b100	11,020	388,843	SH		SOLE		388,843	0	0
Zimmer Holdings Inc	COM	98956p102	20,888	278,724	SH		SOLE		278,724	0	0
Zurich Insurance Group	COM	989825104	3,310	127,828	SH		SOLE		127,828	0	0
Zynga Inc	COM	98986t108	658	236,575	SH		SOLE		236,575	0	0
iShares S&P 100 Index Fund	S&P 100 IDX FD	464287101	301	4,178	SH		SOLE		4,178	0	0
Bancolombia S A $1.647 PFD	PFD	05968l102	64,742	1,145,875	SH		SOLE		1,145,875	0	0
Better Place LLC CVT Pref Priv	PFD	1199979h9	894	4,704,600	SH		SOLE		4,704,600	0	0
Better Place Series B Converti	PFD	087715991	44	229,480	SH		SOLE		229,480	0	0
Companhia De Bebid/AmBev (pref	PFD	20441w203	427	11,438	SH		SOLE		11,438	0	0
Henkel AG & Co KGaA (PFD) ADR	PFD	42550u208	142,174	1,513,877	SH		SOLE		1,513,877	0	0
Volkswagen ag $0.681 PFD	PFD	928662402	1,901	47,005	SH		SOLE		47,005	0	0