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
CANADIAN NATURAL RESOURCES LTD	COM	2171573	4,326	94,133	SH		SOLE		94,133	0	0
Enbridge Inc Ord	COM	2466149	8,234	173,506	SH		SOLE		173,506	0	0
IMPERIAL OIL LTD	COM	2454241	4,345	82,436	SH		SOLE		82,436	0	0
MAGNA INTERNATIONAL INC	COM	2554475	5,558	51,628	SH		SOLE		51,628	0	0
AAC Technologies Holdings Inc	COM	000304105	1,465	22,502	SH		SOLE		22,502	0	0
ABB Ltd	COM	000375204	6,195	269,105	SH		SOLE		269,105	0	0
Acorda Therapeutics Inc	COM	00484m106	23,001	682,322	SH		SOLE		682,322	0	0
Actavis Plc	COM	g0083b108	330	1,479	SH		SOLE		1,479	0	0
Adecco SA	COM	006754204	4,438	107,815	SH		SOLE		107,815	0	0
Adeptus Health Inc-Class A	COM	006855100	1,244	49,050	SH		SOLE		49,050	0	0
Adidas AG ADR	COM	00687a107	4,636	91,548	SH		SOLE		91,548	0	0
Adobe Systems Inc	COM	00724f101	410	5,670	SH		SOLE		5,670	0	0
Adtran Inc	COM	00738a106	1,868	82,800	SH		SOLE		82,800	0	0
Advanced Auto Parts Inc	COM	00751y106	23,880	176,991	SH		SOLE		176,991	0	0
Aegion Corporation	COM	00770f104	3,401	146,150	SH		SOLE		146,150	0	0
Affiliated Managers Group Inc	COM	008252108	205	1,000	SH		SOLE		1,000	0	0
AFLAC Inc	COM	001055102	158,931	2,553,116	SH		SOLE		2,553,116	0	0
AGCO Corporation	COM	001084102	164,100	2,918,888	SH		SOLE		2,918,888	0	0
Agnico Eagle Mines Ltd	COM	008474108	28,473	743,412	SH		SOLE		743,412	0	0
Air Liquide-Unsponsored ADR	COM	009126202	5,326	197,276	SH		SOLE		197,276	0	0
Air Methods Corp	COM	009128307	32,798	635,012	SH		SOLE		635,012	0	0
Akorn Inc	COM	009728106	9,142	274,953	SH		SOLE		274,953	0	0
Alaska Air Group Inc	COM	011659109	5,967	62,782	SH		SOLE		62,782	0	0
Allegheny Technologies Inc	COM	01741r102	107,655	2,387,025	SH		SOLE		2,387,025	0	0
Allergan Inc	COM	018490102	297	1,756	SH		SOLE		1,756	0	0
Allianz SE - ADR	COM	018805101	108,348	6,502,326	SH		SOLE		6,502,326	0	0
Ambarella Inc Ord	COM	g037ax101	3,959	126,975	SH		SOLE		126,975	0	0
Amber Road Inc	COM	02318y108	847	52,500	SH		SOLE		52,500	0	0
Ambev SA	COM	02319v103	306	43,490	SH		SOLE		43,490	0	0
AMC Networks Inc - A Shs	COM	00164v103	22,349	363,454	SH		SOLE		363,454	0	0
Amerisourcebergen Corp	COM	03073e105	54,021	743,478	SH		SOLE		743,478	0	0
Anadarko Pete Corp	COM	032511107	470	4,293	SH		SOLE		4,293	0	0
Anheuser-Busch InBev NV	COM	03524a108	254	2,206	SH		SOLE		2,206	0	0
Antero Resources Corp	COM	03674x106	94,423	1,438,717	SH		SOLE		1,438,717	0	0
Applied Materials Inc	COM	038222105	364	16,138	SH		SOLE		16,138	0	0
Arrow Electronics Inc	COM	042735100	24,894	412,080	SH		SOLE		412,080	0	0
Atmos Energy Corp	COM	049560105	230,055	4,308,144	SH		SOLE		4,308,144	0	0
Atwood Oceanics Inc	COM	050095108	32,213	613,806	SH		SOLE		613,806	0	0
Autozone Inc	COM	053332102	14,617	27,258	SH		SOLE		27,258	0	0
Avago Technologies Ltd Ord	COM	y0486s104	56,191	779,670	SH		SOLE		779,670	0	0
Avnet Inc	COM	053807103	63,908	1,442,290	SH		SOLE		1,442,290	0	0
AXA Group S A - ADR	COM	054536107	7,047	294,852	SH		SOLE		294,852	0	0
Balchem Corporation	COM	057665200	3,316	61,903	SH		SOLE		61,903	0	0
Banco Bilbao Vizcaya Argentari	COM	05946k101	196	15,359	SH		SOLE		15,359	0	0
Barclays Plc	COM	06738e204	147,993	10,129,586	SH		SOLE		10,129,586	0	0
BASF SE	COM	055262505	7,052	60,574	SH		SOLE		60,574	0	0
Bayer AG	COM	072730302	195,373	1,383,388	SH		SOLE		1,383,388	0	0
Bayerische Motoren Werke A G	COM	072743206	576	13,626	SH		SOLE		13,626	0	0
BHP Billiton Ltd	COM	088606108	96,911	1,415,795	SH		SOLE		1,415,795	0	0
BNP Paribas SA	COM	05565a202	7,194	212,117	SH		SOLE		212,117	0	0
Boeing Co	COM	097023105	393	3,089	SH		SOLE		3,089	0	0
Bristow Group Inc	COM	110394103	48,721	604,328	SH		SOLE		604,328	0	0
BroadSoft Inc	COM	11133b409	4,193	158,900	SH		SOLE		158,900	0	0
Bruker Corporation	COM	116794108	7,135	293,975	SH		SOLE		293,975	0	0
Buckle Inc	COM	118440106	4,418	99,600	SH		SOLE		99,600	0	0
Canadian Natural Resources Ltd	COM	136385101	88,240	1,922,016	SH		SOLE		1,922,016	0	0
Canadian Pacific Railway Ltd	COM	13645t100	1,099	6,066	SH		SOLE		6,066	0	0
Carpenter Technology Corp	COM	144285103	2,507	39,640	SH		SOLE		39,640	0	0
Carrefour SA	COM	144430204	3,771	509,148	SH		SOLE		509,148	0	0
Casey's General Stores Inc	COM	147528103	31,890	453,694	SH		SOLE		453,694	0	0
Celadon Group Inc	COM	150838100	3,155	148,000	SH		SOLE		148,000	0	0
Centene Corp Del	COM	15135b101	5,487	72,575	SH		SOLE		72,575	0	0
CF Industries Holdings Inc	COM	125269100	42,907	178,385	SH		SOLE		178,385	0	0
Chart Industries Inc	COM	16115q308	22,668	274,000	SH		SOLE		274,000	0	0
Chevron Corp	COM	166764100	282	2,159	SH		SOLE		2,159	0	0
Chipotle Mexican Grill Inc	COM	169656105	55,521	93,704	SH		SOLE		93,704	0	0
CNO Financial Group Inc	COM	12621e103	4,377	245,906	SH		SOLE		245,906	0	0
Coca-Cola HBC AG	COM	191223106	4,675	205,474	SH		SOLE		205,474	0	0
Cohen & Steers Inc	COM	19247a100	4,895	112,851	SH		SOLE		112,851	0	0
Comerica Inc	COM	200340107	30,845	614,929	SH		SOLE		614,929	0	0
Compass Group Plc	COM	20449x302	2,698	155,132	SH		SOLE		155,132	0	0
Compass Minerals Intl Inc	COM	20451n101	87,714	916,166	SH		SOLE		916,166	0	0
Computer Sciences Corp	COM	205363104	103,275	1,634,099	SH		SOLE		1,634,099	0	0
Con-Way Inc	COM	205944101	24,477	485,561	SH		SOLE		485,561	0	0
Continental ag	COM	210771200	6,099	131,674	SH		SOLE		131,674	0	0
Conversant Inc	COM	21249j105	4,004	157,625	SH		SOLE		157,625	0	0
Cooper Cos Inc	COM	216648402	46,713	344,666	SH		SOLE		344,666	0	0
Core Laboratories N V	COM	n22717107	234	1,398	SH		SOLE		1,398	0	0
Covance Inc	COM	222816100	5,817	67,975	SH		SOLE		67,975	0	0
Covidien PLC	COM	g2554f113	185,899	2,061,427	SH		SOLE		2,061,427	0	0
Covisint Corp	COM	22357r103	798	164,250	SH		SOLE		164,250	0	0
Cracker Barrel Old Country Sto	COM	22410j106	6,709	67,375	SH		SOLE		67,375	0	0
Credicorp Ltd	COM	g2519y108	105,497	678,571	SH		SOLE		678,571	0	0
CSL Limited Sponsored ADR	COM	12637n204	5,861	186,619	SH		SOLE		186,619	0	0
Cynosure Inc	COM	232577205	2,233	105,075	SH		SOLE		105,075	0	0
Cypress Semiconductor Corp	COM	232806109	1,951	178,807	SH		SOLE		178,807	0	0
D R Horton Inc	COM	23331a109	47,370	1,927,192	SH		SOLE		1,927,192	0	0
Daktronics Inc	COM	234264109	2,113	177,275	SH		SOLE		177,275	0	0
Danaher Corp Del	COM	235851102	215	2,731	SH		SOLE		2,731	0	0
Danske Bank A/S	COM	236363107	173	12,277	SH		SOLE		12,277	0	0
Darling Ingredients Inc	COM	237266101	3,061	146,465	SH		SOLE		146,465	0	0
Dassault Sys S A - ADR	COM	237545108	4,539	35,283	SH		SOLE		35,283	0	0
Davita Healthcare Partners Inc	COM	23918k108	60,789	840,551	SH		SOLE		840,551	0	0
Diageo Plc	COM	25243q205	72,326	568,286	SH		SOLE		568,286	0	0
Diamondback Energy Inc	COM	25278x109	59,522	670,297	SH		SOLE		670,297	0	0
DIRECTV	COM	25490a309	205	2,415	SH		SOLE		2,415	0	0
Discover Financial Services	COM	254709108	372	5,996	SH		SOLE		5,996	0	0
Discovery Communications Inc-C	COM	25470f302	14,070	193,835	SH		SOLE		193,835	0	0
DST Systems Inc	COM	233326107	31,184	338,334	SH		SOLE		338,334	0	0
DTE Energy Co	COM	233331107	81,051	1,040,847	SH		SOLE		1,040,847	0	0
Ehealth Inc	COM	28238p109	1,233	32,475	SH		SOLE		32,475	0	0
Electronics for Imaging Inc	COM	286082102	1,403	31,050	SH		SOLE		31,050	0	0
Embotelladora Andina SA - B Sh	COM	29081p303	267	11,800	SH		SOLE		11,800	0	0
Enbridge Inc	COM	29250n105	154,296	3,250,395	SH		SOLE		3,250,395	0	0
Envision Healthcare Holdings	COM	29413u103	235	6,540	SH		SOLE		6,540	0	0
EOG Resources Inc	COM	26875p101	347	2,967	SH		SOLE		2,967	0	0
Eplus Inc	COM	294268107	2,910	50,000	SH		SOLE		50,000	0	0
Erickson Inc	COM	29482p100	2,355	144,950	SH		SOLE		144,950	0	0
Essilor International SA	COM	297284200	2,956	55,751	SH		SOLE		55,751	0	0
EverBank Financial Corp	COM	29977g102	3,324	164,900	SH		SOLE		164,900	0	0
Expedia Inc	COM	30212p303	46,601	591,684	SH		SOLE		591,684	0	0
Fanuc Corporation - Unsp ADR	COM	307305102	6,346	220,803	SH		SOLE		220,803	0	0
Fidelity National Information	COM	31620m106	36,392	664,816	SH		SOLE		664,816	0	0
Fluor Corp New	COM	343412102	13,510	175,681	SH		SOLE		175,681	0	0
Fuji Heavy Inds Ltd	COM	359556206	5,244	94,695	SH		SOLE		94,695	0	0
Fusion-io Inc	COM	36112j107	1,185	104,825	SH		SOLE		104,825	0	0
Gemalto NV	COM	36863n208	2,955	57,027	SH		SOLE		57,027	0	0
Generac Holdings Inc	COM	368736104	46,646	957,038	SH		SOLE		957,038	0	0
General Electric Co	COM	369604103	394	14,985	SH		SOLE		14,985	0	0
Genesee & Wyoming Inc	COM	371559105	3,055	29,100	SH		SOLE		29,100	0	0
Genomic Health Inc	COM	37244c101	2,023	73,850	SH		SOLE		73,850	0	0
Genworth Financial Inc	COM	37247d106	31,632	1,817,933	SH		SOLE		1,817,933	0	0
Geospace Technologies Corp	COM	37364x109	1,847	33,535	SH		SOLE		33,535	0	0
Gilead Sciences Inc	COM	375558103	353	4,255	SH		SOLE		4,255	0	0
Givaudan SA	COM	37636p108	4,272	128,082	SH		SOLE		128,082	0	0
Grupo Financiero Banorte SAB d	COM	40052p107	298	8,336	SH		SOLE		8,336	0	0
Gulfport Energy Corp	COM	402635304	118,655	1,889,406	SH		SOLE		1,889,406	0	0
Hanger Orthopedic Group Inc	COM	41043f208	1,146	36,425	SH		SOLE		36,425	0	0
Harley Davidson Inc	COM	412822108	20,009	286,451	SH		SOLE		286,451	0	0
Hartford Financial Services Gr	COM	416515104	73,275	2,046,214	SH		SOLE		2,046,214	0	0
Hennes & Mauritz AB	COM	425883105	334	38,228	SH		SOLE		38,228	0	0
Henry Jack & Assoc Inc	COM	426281101	7,894	132,825	SH		SOLE		132,825	0	0
Hercules Technology Growth Cap	COM	427096508	3,880	240,125	SH		SOLE		240,125	0	0
Hittite Microwave Corporation	COM	43365y104	2,473	31,725	SH		SOLE		31,725	0	0
HMS Hldgs Corp	COM	40425j101	2,237	109,625	SH		SOLE		109,625	0	0
Honda Motor Ltd - ADR	COM	438128308	93,138	2,661,860	SH		SOLE		2,661,860	0	0
HSBC Holdings Plc	COM	404280406	134,245	2,642,618	SH		SOLE		2,642,618	0	0
Icu Med Inc	COM	44930g107	3,820	62,820	SH		SOLE		62,820	0	0
Igate Corp	COM	45169u105	60,923	1,674,172	SH		SOLE		1,674,172	0	0
Ii VI Inc	COM	902104108	2,271	157,025	SH		SOLE		157,025	0	0
Imperial Oil Ltd	COM	453038408	90,316	1,716,047	SH		SOLE		1,716,047	0	0
Inditex-Unspun ADR	COM	455793109	5,099	165,681	SH		SOLE		165,681	0	0
Inretail Peru Corp Ord	COM	p56242202	398	24,497	SH		SOLE		24,497	0	0
InterActiveCorp	COM	44919p508	59,209	855,247	SH		SOLE		855,247	0	0
Intesa Sanpaolo	COM	46115h107	277	14,951	SH		SOLE		14,951	0	0
iRobot Corporation	COM	462726100	4,956	121,025	SH		SOLE		121,025	0	0
Isis Pharmaceuticals Inc	COM	464330109	28,583	829,698	SH		SOLE		829,698	0	0
ITT Exelis	COM	30162a108	42,345	2,493,839	SH		SOLE		2,493,839	0	0
J2 Global Inc	COM	48123v102	6,032	118,600	SH		SOLE		118,600	0	0
Jetblue Airways Corp	COM	477143101	37,156	3,424,496	SH		SOLE		3,424,496	0	0
JGC Corp	COM	466140100	4,316	71,029	SH		SOLE		71,029	0	0
Kao Corp	COM	485537302	547	13,897	SH		SOLE		13,897	0	0
Kapstone Paper & Packaging Cor	COM	48562p103	32,454	979,606	SH		SOLE		979,606	0	0
Kate Spade & Company	COM	485865109	42,472	1,113,584	SH		SOLE		1,113,584	0	0
Keycorp New	COM	493267108	134,621	9,394,354	SH		SOLE		9,394,354	0	0
Kirby Corp	COM	497266106	39,326	335,719	SH		SOLE		335,719	0	0
Kirin Holdings Company Ltd.	COM	497350306	183	12,655	SH		SOLE		12,655	0	0
Komatsu Ltd	COM	500458401	4,991	214,956	SH		SOLE		214,956	0	0
Kubota Corp	COM	501173207	7,965	112,374	SH		SOLE		112,374	0	0
L'Oreal Co SA	COM	502117203	1,880	54,563	SH		SOLE		54,563	0	0
Lam Research Corp	COM	512807108	48,281	714,429	SH		SOLE		714,429	0	0
Life Time Fitness Inc	COM	53217r207	13,961	286,443	SH		SOLE		286,443	0	0
Lincoln National Corp	COM	534187109	31,666	615,598	SH		SOLE		615,598	0	0
Liquidity Services Inc	COM	53635b107	2,029	128,725	SH		SOLE		128,725	0	0
Lkq Corp	COM	501889208	46,872	1,756,175	SH		SOLE		1,756,175	0	0
Lululemon Athletica Inc	COM	550021109	32,290	797,670	SH		SOLE		797,670	0	0
Luxottica Group SpA	COM	55068r202	106,911	1,844,572	SH		SOLE		1,844,572	0	0
LVMH Moet Hennessy Louis Vuitt	COM	502441306	3,431	88,991	SH		SOLE		88,991	0	0
Magna Intl Inc	COM	559222401	114,355	1,061,302	SH		SOLE		1,061,302	0	0
Magnit OJSC Ord	COM	B59GLW2	396	1,520	SH		SOLE		1,520	0	0
Mail.ru Group Ltd	COM	560317208	294	8,340	SH		SOLE		8,340	0	0
Manpower Inc	COM	56418h100	56,409	664,814	SH		SOLE		664,814	0	0
Marrone Bio Innovations Inc	COM	57165b106	1,501	129,150	SH		SOLE		129,150	0	0
Marsh & McLennan Cos Inc	COM	571748102	393	7,584	SH		SOLE		7,584	0	0
Merck KGaA ADR	COM	589339100	4,049	69,374	SH		SOLE		69,374	0	0
Mettler Toledo International	COM	592688105	125,904	497,291	SH		SOLE		497,291	0	0
Microsoft Corp	COM	594918104	391	9,381	SH		SOLE		9,381	0	0
Molson Coors Brewing Co	COM	60871r209	23,063	310,991	SH		SOLE		310,991	0	0
Monotype Imaging Holdings Inc	COM	61022p100	2,966	105,300	SH		SOLE		105,300	0	0
Monro Muffler Brake Inc	COM	610236101	5,274	99,150	SH		SOLE		99,150	0	0
Monsanto Co	COM	61166w101	301	2,417	SH		SOLE		2,417	0	0
Monster Beverage Corporation	COM	611740101	48,508	682,924	SH		SOLE		682,924	0	0
MTN Group Ltd	COM	62474m108	9,552	453,696	SH		SOLE		453,696	0	0
Muenchener Rueckversicherungs-	COM	626188106	5,145	232,091	SH		SOLE		232,091	0	0
National Oilwell Varco Inc	COM	637071101	401	4,873	SH		SOLE		4,873	0	0
Nestle S A	COM	641069406	114,461	1,477,492	SH		SOLE		1,477,492	0	0
Netgear Inc	COM	64111q104	336	9,650	SH		SOLE		9,650	0	0
Nitto Denko Corp	COM	654802206	4,196	179,097	SH		SOLE		179,097	0	0
Novartis AG - ADR	COM	66987v109	77,147	852,173	SH		SOLE		852,173	0	0
Novo Nordisk A/S - ADR	COM	670100205	91,072	1,971,683	SH		SOLE		1,971,683	0	0
NXP Semiconductors NV	COM	n6596x109	38,374	579,839	SH		SOLE		579,839	0	0
O'Reilly Automotive Inc	COM	67103h107	69,473	461,305	SH		SOLE		461,305	0	0
Oasis Petroleum Inc	COM	674215108	49,191	880,141	SH		SOLE		880,141	0	0
Omnicell Inc	COM	68213n109	4,143	144,300	SH		SOLE		144,300	0	0
Owens Corning Inc	COM	690742101	19,508	504,348	SH		SOLE		504,348	0	0
Parexel Intl Corp	COM	699462107	25,085	474,739	SH		SOLE		474,739	0	0
Patterson Uti Energy Inc	COM	703481101	67,833	1,941,416	SH		SOLE		1,941,416	0	0
Peregrine Semiconductor Corp	COM	71366r703	1,272	185,450	SH		SOLE		185,450	0	0
Perkinelmer Inc	COM	714046109	48,116	1,027,242	SH		SOLE		1,027,242	0	0
Perrigo Co Plc	COM	g97822103	86,709	594,878	SH		SOLE		594,878	0	0
Philip Morris International In	COM	718172109	4,377	51,920	SH		SOLE		51,920	0	0
Pioneer Natural Resources Co	COM	723787107	419	1,825	SH		SOLE		1,825	0	0
Polaris Industries Inc	COM	731068102	40,083	307,765	SH		SOLE		307,765	0	0
Portfolio Recovery Associates	COM	73640q105	4,845	81,385	SH		SOLE		81,385	0	0
PowerSecure International Inc	COM	73936n105	2,216	227,475	SH		SOLE		227,475	0	0
Principal Financial Group Inc	COM	74251v102	33,674	667,082	SH		SOLE		667,082	0	0
Procter & Gamble Co	COM	742718109	229	2,919	SH		SOLE		2,919	0	0
Prudential Plc	COM	74435k204	157,663	3,436,431	SH		SOLE		3,436,431	0	0
Qiagen N V	COM	n72482107	446	18,251	SH		SOLE		18,251	0	0
Questar Corp	COM	748356102	58,668	2,365,646	SH		SOLE		2,365,646	0	0
Reckitt Benckiser Group PLC	COM	756255204	1,924	110,346	SH		SOLE		110,346	0	0
Rio Tinto Plc	COM	767204100	1,312	24,180	SH		SOLE		24,180	0	0
Roche Holding Ltd - ADR	COM	771195104	6,511	174,641	SH		SOLE		174,641	0	0
Rockwood Holdings Inc	COM	774415103	23,638	311,062	SH		SOLE		311,062	0	0
Royal Dutch Shell Plc	COM	780259107	110,517	1,270,162	SH		SOLE		1,270,162	0	0
Ryanair Holdings plc	COM	783513104	98,831	1,771,162	SH		SOLE		1,771,162	0	0
SABMiller Plc	COM	78572m105	5,580	96,331	SH		SOLE		96,331	0	0
Salix Pharmaceuticals Inc	COM	795435106	9,701	78,647	SH		SOLE		78,647	0	0
Sandvik AB	COM	800212201	4,184	306,330	SH		SOLE		306,330	0	0
SAP SE	COM	803054204	105,270	1,367,142	SH		SOLE		1,367,142	0	0
Schlumberger Ltd	COM	806857108	694	5,885	SH		SOLE		5,885	0	0
Seagate Technology	COM	g7945m107	76,883	1,353,100	SH		SOLE		1,353,100	0	0
Semtech Corp	COM	816850101	3,828	146,375	SH		SOLE		146,375	0	0
Service Corp Intl	COM	817565104	201	9,724	SH		SOLE		9,724	0	0
Siemens AG - ADR	COM	826197501	6,348	48,025	SH		SOLE		48,025	0	0
Signature Bank	COM	82669g104	73,509	582,574	SH		SOLE		582,574	0	0
Singapore Telecommunications L	COM	82929r304	7,454	241,349	SH		SOLE		241,349	0	0
Sirona Dental Systems Inc.	COM	82966c103	3,686	44,700	SH		SOLE		44,700	0	0
Skf AB	COM	784375404	87,772	3,441,504	SH		SOLE		3,441,504	0	0
Skyworks Solutions Inc	COM	83088m102	35,664	759,465	SH		SOLE		759,465	0	0
Smith & Nephew Plc	COM	83175m205	5,385	60,320	SH		SOLE		60,320	0	0
Sotheby's	COM	835898107	4,440	105,750	SH		SOLE		105,750	0	0
Southwest Airlines Co	COM	844741108	28,401	1,057,359	SH		SOLE		1,057,359	0	0
Steiner Leisure Ltd	COM	p8744y102	4,025	92,975	SH		SOLE		92,975	0	0
Stratasys Ltd Ord	COM	m85548101	5,800	51,045	SH		SOLE		51,045	0	0
Svenska Cellulosa Aktiebolag	COM	869587402	4,756	182,624	SH		SOLE		182,624	0	0
Syngenta AG	COM	87160a100	112,322	1,501,627	SH		SOLE		1,501,627	0	0
Taiwan Semiconductor Manufactu	COM	874039100	108,714	5,082,446	SH		SOLE		5,082,446	0	0
Team Health Holdings Inc	COM	87817a107	6,929	138,750	SH		SOLE		138,750	0	0
Technip SA	COM	878546209	60,828	2,224,469	SH		SOLE		2,224,469	0	0
Teledyne Technologies Inc	COM	879360105	4,210	43,325	SH		SOLE		43,325	0	0
Tesoro Corp	COM	881609101	43,624	743,544	SH		SOLE		743,544	0	0
Texas Instruments Inc	COM	882508104	260	5,439	SH		SOLE		5,439	0	0
Textron Inc	COM	883203101	25,907	676,589	SH		SOLE		676,589	0	0
The Priceline Group Inc	COM	741503403	52,261	43,442	SH		SOLE		43,442	0	0
Thermo Fisher Scientific Inc	COM	883556102	236	2,000	SH		SOLE		2,000	0	0
Thor Industries Inc	COM	885160101	21,934	385,683	SH		SOLE		385,683	0	0
Tibco Software Inc	COM	88632q103	3,498	173,425	SH		SOLE		173,425	0	0
Tokyo Electron Ltd-Unsp	COM	889110102	5,077	300,430	SH		SOLE		300,430	0	0
Toyota Motor Corp - ADR	COM	892331307	5,587	46,687	SH		SOLE		46,687	0	0
Tractor Supply CO	COM	892356106	21,193	350,884	SH		SOLE		350,884	0	0
Trinity Industries Inc	COM	896522109	45,027	1,029,884	SH		SOLE		1,029,884	0	0
TripAdvisor Inc	COM	896945201	71,488	657,905	SH		SOLE		657,905	0	0
Triumph Group Inc New	COM	896818101	2,504	35,870	SH		SOLE		35,870	0	0
TRW Automotive Holdings Corp	COM	87264s106	155,502	1,737,064	SH		SOLE		1,737,064	0	0
Turkiye Garanti Bankasi A S	COM	900148701	7,557	1,913,218	SH		SOLE		1,913,218	0	0
Tyson Foods Inc	COM	902494103	85,762	2,284,539	SH		SOLE		2,284,539	0	0
U S Physical Therapy Inc	COM	90337l108	2,984	87,270	SH		SOLE		87,270	0	0
Unilever Plc	COM	904767704	395	8,712	SH		SOLE		8,712	0	0
United Overseas Bank Ltd	COM	911271302	121,334	3,358,351	SH		SOLE		3,358,351	0	0
United Rentals Inc	COM	911363109	27,104	258,799	SH		SOLE		258,799	0	0
UnitedHealth Group Inc	COM	91324p102	229	2,800	SH		SOLE		2,800	0	0
Universal Health Services Inc	COM	913903100	125,523	1,310,807	SH		SOLE		1,310,807	0	0
US Bancorp Del	COM	902973304	324	7,471	SH		SOLE		7,471	0	0
US Silica Holdings Inc	COM	90346e103	80,142	1,445,561	SH		SOLE		1,445,561	0	0
Veeco Instruments Inc	COM	922417100	4,069	109,200	SH		SOLE		109,200	0	0
Verizon Communications Inc	COM	92343v104	335	6,843	SH		SOLE		6,843	0	0
Vodafone Group Plc	COM	92857w308	325	9,741	SH		SOLE		9,741	0	0
Wal-Mart de Mexico SAB de CV -	COM	93114w107	81,157	3,027,106	SH		SOLE		3,027,106	0	0
Weight Watchers Intl Inc New	COM	948626106	2,269	112,500	SH		SOLE		112,500	0	0
Western Refining Inc	COM	959319104	49,693	1,323,385	SH		SOLE		1,323,385	0	0
Westlake Chemical Corp	COM	960413102	33,139	395,638	SH		SOLE		395,638	0	0
Woodside Petroleum Ltd	COM	980228308	3,109	80,191	SH		SOLE		80,191	0	0
WPP Plc	COM	92937a102	2,886	26,480	SH		SOLE		26,480	0	0
Viet Nam Dairy Products JSC	COM	B16GLK5	87	15,180	SH		SOLE		15,180	0	0
Corp Lindley SA	COM	B0P0112	412	500,000	SH		SOLE		500,000	0	0
Bancolombia S A $1.526 PFD	PFD	05968l102	109,851	1,900,533	SH		SOLE		1,900,533	0	0
Henkel AG & Co KGaA (PFD) ADR	PFD	42550u208	155,067	1,341,441	SH		SOLE		1,341,441	0	0
Volkswagen ag $0.819 PFD	PFD	928662402	3,536	67,326	SH		SOLE		67,326	0	0