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	3,938	101,215	SH		SOLE		101,215	0	0
Enbridge Inc Ord	COM	2466149	8,318	173,506	SH		SOLE		173,506	0	0
IMPERIAL OIL LTD	COM	2454241	4,295	90,765	SH		SOLE		90,765	0	0
MAGNA INTERNATIONAL INC	COM	2554475	5,286	55,608	SH		SOLE		55,608	0	0
AAC Technologies Holdings Inc	COM	000304105	1,324	22,797	SH		SOLE		22,797	0	0
ABB Ltd	COM	000375204	6,125	273,313	SH		SOLE		273,313	0	0
Acorda Therapeutics Inc	COM	00484m106	21,667	639,510	SH		SOLE		639,510	0	0
Actavis Plc	COM	g0083b108	357	1,479	SH		SOLE		1,479	0	0
Adecco SA	COM	006754204	4,230	124,648	SH		SOLE		124,648	0	0
Adeptus Health Inc-Class A	COM	006855100	1,154	46,350	SH		SOLE		46,350	0	0
Adobe Systems Inc	COM	00724f101	392	5,670	SH		SOLE		5,670	0	0
Adtran Inc	COM	00738a106	1,738	84,650	SH		SOLE		84,650	0	0
Advanced Auto Parts Inc	COM	00751y106	15,658	120,170	SH		SOLE		120,170	0	0
Aecom Technology Corp	COM	00766t100	41,389	1,226,342	SH		SOLE		1,226,342	0	0
Aegion Corporation	COM	00770f104	3,260	146,500	SH		SOLE		146,500	0	0
Affiliated Managers Group Inc	COM	008252108	200	1,000	SH		SOLE		1,000	0	0
AFLAC Inc	COM	001055102	137,585	2,361,979	SH		SOLE		2,361,979	0	0
Air Liquide-Unsponsored ADR	COM	009126202	4,790	196,347	SH		SOLE		196,347	0	0
Air Methods Corp	COM	009128307	29,238	526,331	SH		SOLE		526,331	0	0
Akorn Inc	COM	009728106	30,206	832,803	SH		SOLE		832,803	0	0
Alaska Air Group Inc	COM	011659109	5,474	125,714	SH		SOLE		125,714	0	0
Allegheny Technologies Inc	COM	01741r102	16,776	452,186	SH		SOLE		452,186	0	0
Allergan Inc	COM	018490102	313	1,756	SH		SOLE		1,756	0	0
Allianz SE - ADR	COM	018805101	96,544	5,954,339	SH		SOLE		5,954,339	0	0
Ambarella Inc Ord	COM	g037ax101	5,554	127,175	SH		SOLE		127,175	0	0
Amber Road Inc	COM	02318y108	910	52,500	SH		SOLE		52,500	0	0
Ambev SA	COM	02319v103	424	64,790	SH		SOLE		64,790	0	0
AMC Networks Inc - A Shs	COM	00164v103	41,667	713,233	SH		SOLE		713,233	0	0
Anadarko Pete Corp	COM	032511107	555	5,473	SH		SOLE		5,473	0	0
Anheuser-Busch InBev NV	COM	03524a108	303	2,732	SH		SOLE		2,732	0	0
Antero Resources Corp	COM	03674x106	72,890	1,327,922	SH		SOLE		1,327,922	0	0
Applied Materials Inc	COM	038222105	349	16,138	SH		SOLE		16,138	0	0
Arrow Electronics Inc	COM	042735100	21,918	395,990	SH		SOLE		395,990	0	0
Atmos Energy Corp	COM	049560105	198,824	4,168,210	SH		SOLE		4,168,210	0	0
Avago Technologies Ltd Ord	COM	y0486s104	65,128	748,602	SH		SOLE		748,602	0	0
Avnet Inc	COM	053807103	56,093	1,351,644	SH		SOLE		1,351,644	0	0
AXA Group S A - ADR	COM	054536107	6,766	274,529	SH		SOLE		274,529	0	0
Balchem Corporation	COM	057665200	3,508	62,003	SH		SOLE		62,003	0	0
Banco Bilbao Vizcaya Argentari	COM	05946k101	184	15,359	SH		SOLE		15,359	0	0
Barclays Plc	COM	06738e204	121,207	8,184,099	SH		SOLE		8,184,099	0	0
BASF SE	COM	055262505	4,816	52,488	SH		SOLE		52,488	0	0
Bayer AG	COM	072730302	180,977	1,291,825	SH		SOLE		1,291,825	0	0
Bayerische Motoren Werke A G	COM	072743206	403	11,256	SH		SOLE		11,256	0	0
BHP Billiton Ltd	COM	088606108	76,604	1,301,011	SH		SOLE		1,301,011	0	0
Big Lots Inc	COM	089302103	65,278	1,516,335	SH		SOLE		1,516,335	0	0
BNP Paribas SA	COM	05565a202	7,009	211,293	SH		SOLE		211,293	0	0
Boeing Co	COM	097023105	393	3,089	SH		SOLE		3,089	0	0
Bristow Group Inc	COM	110394103	31,891	474,568	SH		SOLE		474,568	0	0
BroadSoft Inc	COM	11133b409	3,496	166,175	SH		SOLE		166,175	0	0
Bruker Corporation	COM	116794108	5,482	296,075	SH		SOLE		296,075	0	0
Buckle Inc	COM	118440106	4,521	99,600	SH		SOLE		99,600	0	0
Canadian Natural Resources Ltd	COM	136385101	68,539	1,764,657	SH		SOLE		1,764,657	0	0
Canadian Pacific Railway Ltd	COM	13645t100	1,163	5,604	SH		SOLE		5,604	0	0
Cardinal Health Inc	COM	14149y108	210	2,800	SH		SOLE		2,800	0	0
Carpenter Technology Corp	COM	144285103	1,775	39,315	SH		SOLE		39,315	0	0
Carrefour SA	COM	144430204	4,090	664,693	SH		SOLE		664,693	0	0
Casey's General Stores Inc	COM	147528103	20,225	282,082	SH		SOLE		282,082	0	0
Catamaran Corp	COM	148887102	40,814	968,304	SH		SOLE		968,304	0	0
Celadon Group Inc	COM	150838100	2,884	148,300	SH		SOLE		148,300	0	0
Centene Corp Del	COM	15135b101	6,056	73,225	SH		SOLE		73,225	0	0
CF Industries Holdings Inc	COM	125269100	47,840	171,334	SH		SOLE		171,334	0	0
Chart Industries Inc	COM	16115q308	23,405	382,867	SH		SOLE		382,867	0	0
Chevron Corp	COM	166764100	258	2,159	SH		SOLE		2,159	0	0
Chipotle Mexican Grill Inc	COM	169656105	49,498	74,255	SH		SOLE		74,255	0	0
CNO Financial Group Inc	COM	12621e103	4,167	245,706	SH		SOLE		245,706	0	0
Coca-Cola HBC AG	COM	191223205	2,887	134,474	SH		SOLE		134,474	0	0
Cohen & Steers Inc	COM	19247a100	4,338	112,851	SH		SOLE		112,851	0	0
Comerica Inc	COM	200340107	24,784	497,068	SH		SOLE		497,068	0	0
Compass Group Plc	COM	20449x302	2,357	145,905	SH		SOLE		145,905	0	0
Compass Minerals Intl Inc	COM	20451n101	73,169	868,168	SH		SOLE		868,168	0	0
Computer Sciences Corp	COM	205363104	151,159	2,471,940	SH		SOLE		2,471,940	0	0
Con-Way Inc	COM	205944101	20,152	424,262	SH		SOLE		424,262	0	0
Continental ag	COM	210771200	5,549	145,793	SH		SOLE		145,793	0	0
Conversant Inc	COM	21249j105	4,369	127,575	SH		SOLE		127,575	0	0
Cooper Cos Inc	COM	216648402	29,002	186,210	SH		SOLE		186,210	0	0
Core Laboratories N V	COM	n22717107	205	1,398	SH		SOLE		1,398	0	0
Covance Inc	COM	222816100	5,363	68,150	SH		SOLE		68,150	0	0
Covisint Corp	COM	22357r103	682	164,250	SH		SOLE		164,250	0	0
Cracker Barrel Old Country Sto	COM	22410j106	6,958	67,425	SH		SOLE		67,425	0	0
Credicorp Ltd	COM	g2519y108	97,631	636,486	SH		SOLE		636,486	0	0
CSL Limited Sponsored ADR	COM	12637n204	5,285	162,862	SH		SOLE		162,862	0	0
Cynosure Inc	COM	232577205	2,819	134,225	SH		SOLE		134,225	0	0
Cypress Semiconductor Corp	COM	232806109	2,477	250,825	SH		SOLE		250,825	0	0
D R Horton Inc	COM	23331a109	25,659	1,250,443	SH		SOLE		1,250,443	0	0
Daktronics Inc	COM	234264109	2,414	196,400	SH		SOLE		196,400	0	0
Danaher Corp Del	COM	235851102	208	2,731	SH		SOLE		2,731	0	0
Danske Bank A/S	COM	236363107	175	12,863	SH		SOLE		12,863	0	0
Darling Ingredients Inc	COM	237266101	2,683	146,465	SH		SOLE		146,465	0	0
Dassault Sys S A - ADR	COM	237545108	4,982	77,541	SH		SOLE		77,541	0	0
Davita Healthcare Partners Inc	COM	23918k108	58,061	793,828	SH		SOLE		793,828	0	0
Diageo Plc	COM	25243q205	60,412	523,498	SH		SOLE		523,498	0	0
Diamondback Energy Inc	COM	25278x109	31,655	423,310	SH		SOLE		423,310	0	0
DIRECTV	COM	25490a309	209	2,415	SH		SOLE		2,415	0	0
Discover Financial Services	COM	254709108	404	6,274	SH		SOLE		6,274	0	0
Discovery Communications Inc-C	COM	25470f302	13,909	373,104	SH		SOLE		373,104	0	0
Dollar Tree Inc	COM	256746108	44,859	800,046	SH		SOLE		800,046	0	0
DST Systems Inc	COM	233326107	27,250	324,712	SH		SOLE		324,712	0	0
DTE Energy Co	COM	233331107	110,842	1,456,911	SH		SOLE		1,456,911	0	0
Eagle Materials Inc	COM	26969p108	22,882	224,708	SH		SOLE		224,708	0	0
Ehealth Inc	COM	28238p109	784	32,475	SH		SOLE		32,475	0	0
Electronics for Imaging Inc	COM	286082102	1,371	31,050	SH		SOLE		31,050	0	0
Enbridge Inc	COM	29250n105	143,098	2,988,690	SH		SOLE		2,988,690	0	0
Energen Corp	COM	29265n108	16,662	230,647	SH		SOLE		230,647	0	0
Envision Healthcare Holdings	COM	29413u103	227	6,540	SH		SOLE		6,540	0	0
EOG Resources Inc	COM	26875p101	294	2,967	SH		SOLE		2,967	0	0
Eplus Inc	COM	294268107	2,805	50,050	SH		SOLE		50,050	0	0
Erickson Inc	COM	29482p100	1,883	144,950	SH		SOLE		144,950	0	0
Essilor International SA	COM	297284200	3,050	55,541	SH		SOLE		55,541	0	0
EverBank Financial Corp	COM	29977g102	2,916	165,100	SH		SOLE		165,100	0	0
Expedia Inc	COM	30212p303	22,514	256,950	SH		SOLE		256,950	0	0
Fanuc Corporation - Unsp ADR	COM	307305102	5,237	173,986	SH		SOLE		173,986	0	0
FEI Co	COM	30241l109	7,784	103,208	SH		SOLE		103,208	0	0
Fidelity National Information	COM	31620m106	31,528	560,006	SH		SOLE		560,006	0	0
Frank's International N.V	COM	n33462107	284	15,200	SH		SOLE		15,200	0	0
Fuji Heavy Inds Ltd	COM	359556206	6,032	91,248	SH		SOLE		91,248	0	0
Gemalto NV	COM	36863n208	2,394	52,142	SH		SOLE		52,142	0	0
Generac Holdings Inc	COM	368736104	6,300	155,402	SH		SOLE		155,402	0	0
General Electric Co	COM	369604103	384	14,985	SH		SOLE		14,985	0	0
Genesee & Wyoming Inc	COM	371559105	2,747	28,825	SH		SOLE		28,825	0	0
Genomic Health Inc	COM	37244c101	2,091	73,850	SH		SOLE		73,850	0	0
Geospace Technologies Corp	COM	37364x109	2,241	63,760	SH		SOLE		63,760	0	0
Gilead Sciences Inc	COM	375558103	453	4,255	SH		SOLE		4,255	0	0
Givaudan SA	COM	37636p108	4,190	130,994	SH		SOLE		130,994	0	0
Gulfport Energy Corp	COM	402635304	82,512	1,545,166	SH		SOLE		1,545,166	0	0
Hanger Orthopedic Group Inc	COM	41043f208	753	36,700	SH		SOLE		36,700	0	0
Hartford Financial Services Gr	COM	416515104	132,849	3,566,427	SH		SOLE		3,566,427	0	0
Hennes & Mauritz AB	COM	425883105	318	38,228	SH		SOLE		38,228	0	0
Hercules Technology Growth Cap	COM	427096508	3,489	241,275	SH		SOLE		241,275	0	0
HMS Hldgs Corp	COM	40425j101	2,074	110,050	SH		SOLE		110,050	0	0
HomeAway Inc	COM	43739q100	30,738	865,861	SH		SOLE		865,861	0	0
Honda Motor Ltd - ADR	COM	438128308	69,360	2,023,333	SH		SOLE		2,023,333	0	0
HSBC Holdings Plc	COM	404280406	123,612	2,429,477	SH		SOLE		2,429,477	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	6,672	64,023	SH		SOLE		64,023	0	0
Icu Med Inc	COM	44930g107	4,040	62,945	SH		SOLE		62,945	0	0
Igate Corp	COM	45169u105	27,294	743,288	SH		SOLE		743,288	0	0
Ii VI Inc	COM	902104108	2,049	174,050	SH		SOLE		174,050	0	0
Imperial Oil Ltd	COM	453038408	74,345	1,574,440	SH		SOLE		1,574,440	0	0
Inditex-Unspon ADR	COM	455793109	5,166	373,867	SH		SOLE		373,867	0	0
InterActiveCorp	COM	44919p508	41,866	635,290	SH		SOLE		635,290	0	0
Intesa Sanpaolo	COM	46115h107	273	14,951	SH		SOLE		14,951	0	0
iRobot Corporation	COM	462726100	3,685	121,025	SH		SOLE		121,025	0	0
Isis Pharmaceuticals Inc	COM	464330109	20,357	524,247	SH		SOLE		524,247	0	0
ITT Exelis	COM	30162a108	44,179	2,671,060	SH		SOLE		2,671,060	0	0
J2 Global Inc	COM	48123v102	6,048	122,525	SH		SOLE		122,525	0	0
Jack Henry & Assoc Inc	COM	426281101	7,396	132,875	SH		SOLE		132,875	0	0
Jetblue Airways Corp	COM	477143101	38,319	3,608,180	SH		SOLE		3,608,180	0	0
JGC Corp	COM	466140100	3,021	55,335	SH		SOLE		55,335	0	0
JM Smucker Co	COM	832696405	32,576	329,082	SH		SOLE		329,082	0	0
Kao Corp	COM	485537302	480	12,304	SH		SOLE		12,304	0	0
Kapstone Paper & Packaging Cor	COM	48562p103	26,296	940,134	SH		SOLE		940,134	0	0
Keycorp New	COM	493267108	168,774	12,661,185	SH		SOLE		12,661,185	0	0
Kirby Corp	COM	497266106	38,126	323,516	SH		SOLE		323,516	0	0
Kirin Holdings Company Ltd.	COM	497350306	177	13,316	SH		SOLE		13,316	0	0
Kofax Ltd	COM	g5307c105	278	35,875	SH		SOLE		35,875	0	0
Komatsu Ltd	COM	500458401	4,165	180,107	SH		SOLE		180,107	0	0
Kubota Corp	COM	501173207	7,660	96,995	SH		SOLE		96,995	0	0
L'Oreal Co SA	COM	502117203	1,802	56,740	SH		SOLE		56,740	0	0
Lam Research Corp	COM	512807108	17,172	229,883	SH		SOLE		229,883	0	0
Lear Corp	COM	521865204	39,521	457,365	SH		SOLE		457,365	0	0
Life Time Fitness Inc	COM	53217r207	13,864	274,871	SH		SOLE		274,871	0	0
Lincoln National Corp	COM	534187109	21,058	393,013	SH		SOLE		393,013	0	0
Liquidity Services Inc	COM	53635b107	1,908	138,775	SH		SOLE		138,775	0	0
Lkq Corp	COM	501889208	35,910	1,350,490	SH		SOLE		1,350,490	0	0
Louisiana Pac Corp	COM	546347105	12,973	954,627	SH		SOLE		954,627	0	0
Lululemon Athletica Inc	COM	550021109	32,227	767,129	SH		SOLE		767,129	0	0
LVMH Moet Hennessy Louis Vuitt	COM	502441306	2,965	91,181	SH		SOLE		91,181	0	0
Magna Intl Inc	COM	559222401	92,590	975,560	SH		SOLE		975,560	0	0
Manpower Inc	COM	56418h100	33,215	473,820	SH		SOLE		473,820	0	0
Marrone Bio Innovations Inc	COM	57165b106	344	129,150	SH		SOLE		129,150	0	0
Marsh & McLennan Cos Inc	COM	571748102	397	7,584	SH		SOLE		7,584	0	0
Medivation Inc	COM	58501n101	43,846	443,471	SH		SOLE		443,471	0	0
Merck KGaA ADR	COM	589339100	3,911	127,170	SH		SOLE		127,170	0	0
Mettler Toledo International	COM	592688105	117,423	458,449	SH		SOLE		458,449	0	0
Microsoft Corp	COM	594918104	523	11,289	SH		SOLE		11,289	0	0
Molson Coors Brewing Co	COM	60871r209	22,302	299,600	SH		SOLE		299,600	0	0
Monotype Imaging Holdings Inc	COM	61022p100	3,319	117,200	SH		SOLE		117,200	0	0
Monro Muffler Brake Inc	COM	610236101	4,858	100,100	SH		SOLE		100,100	0	0
Monsanto Co	COM	61166w101	272	2,417	SH		SOLE		2,417	0	0
Monster Beverage Corporation	COM	611740101	29,100	317,444	SH		SOLE		317,444	0	0
MTN Group Ltd	COM	62474m108	9,067	429,857	SH		SOLE		429,857	0	0
Muenchener Rueckversicherungs-	COM	626188106	4,210	212,899	SH		SOLE		212,899	0	0
MWI Veterinary Supply Inc	COM	55402x105	1,618	10,900	SH		SOLE		10,900	0	0
National Oilwell Varco Inc	COM	637071101	394	5,173	SH		SOLE		5,173	0	0
Nestle S A	COM	641069406	99,376	1,351,649	SH		SOLE		1,351,649	0	0
Nitto Denko Corp	COM	654802206	3,969	144,771	SH		SOLE		144,771	0	0
Novartis AG - ADR	COM	66987v109	73,848	784,530	SH		SOLE		784,530	0	0
Novo Nordisk A/S - ADR	COM	670100205	86,157	1,809,266	SH		SOLE		1,809,266	0	0
NXP Semiconductors NV	COM	n6596x109	60,088	878,099	SH		SOLE		878,099	0	0
O'Reilly Automotive Inc	COM	67103h107	12,691	84,407	SH		SOLE		84,407	0	0
Omnicell Inc	COM	68213n109	4,295	157,150	SH		SOLE		157,150	0	0
Palo Alto Networks Inc	COM	697435105	30,751	313,465	SH		SOLE		313,465	0	0
Panera Bread CO	COM	69840w108	44,767	275,118	SH		SOLE		275,118	0	0
Parexel Intl Corp	COM	699462107	32,349	512,740	SH		SOLE		512,740	0	0
Peregrine Semiconductor Corp	COM	71366r703	2,181	176,275	SH		SOLE		176,275	0	0
Perkinelmer Inc	COM	714046109	42,805	981,763	SH		SOLE		981,763	0	0
Perrigo Co Plc	COM	g97822103	64,023	426,281	SH		SOLE		426,281	0	0
Philip Morris International In	COM	718172109	3,827	45,882	SH		SOLE		45,882	0	0
Pioneer Natural Resources Co	COM	723787107	383	1,942	SH		SOLE		1,942	0	0
Portfolio Recovery Associates	COM	73640q105	4,251	81,385	SH		SOLE		81,385	0	0
Power Solutions International	COM	73933g202	1,442	20,900	SH		SOLE		20,900	0	0
PowerSecure International Inc	COM	73936n105	2,186	228,175	SH		SOLE		228,175	0	0
Principal Financial Group Inc	COM	74251v102	20,815	396,711	SH		SOLE		396,711	0	0
Prudential Plc	COM	74435k204	141,739	3,184,422	SH		SOLE		3,184,422	0	0
Qiagen N V	COM	n72482107	414	18,179	SH		SOLE		18,179	0	0
Questar Corp	COM	748356102	41,363	1,855,675	SH		SOLE		1,855,675	0	0
Reckitt Benckiser Group PLC	COM	756255204	3,042	175,349	SH		SOLE		175,349	0	0
Regions Financial Corp	COM	7591ep100	43,334	4,316,166	SH		SOLE		4,316,166	0	0
Rio Tinto Plc	COM	767204100	1,184	24,080	SH		SOLE		24,080	0	0
Roche Holding Ltd - ADR	COM	771195104	6,543	176,662	SH		SOLE		176,662	0	0
Rockwood Holdings Inc	COM	774415103	22,848	298,862	SH		SOLE		298,862	0	0
Ross Stores Inc	COM	778296103	55,292	731,569	SH		SOLE		731,569	0	0
Royal Dutch Shell Plc	COM	780259107	92,512	1,169,262	SH		SOLE		1,169,262	0	0
Ryanair Holdings plc	COM	783513104	116,511	2,064,702	SH		SOLE		2,064,702	0	0
SABMiller Plc	COM	78572m105	5,416	97,453	SH		SOLE		97,453	0	0
Salix Pharmaceuticals Inc	COM	795435106	8,093	51,799	SH		SOLE		51,799	0	0
Sanderson Farms Inc	COM	800013104	21,788	247,730	SH		SOLE		247,730	0	0
Sandvik AB	COM	800212201	3,526	312,249	SH		SOLE		312,249	0	0
SAP SE	COM	803054204	90,474	1,253,791	SH		SOLE		1,253,791	0	0
Schlumberger Ltd	COM	806857108	776	7,634	SH		SOLE		7,634	0	0
Seagate Technology	COM	g7945m107	62,051	1,083,486	SH		SOLE		1,083,486	0	0
Semtech Corp	COM	816850101	4,028	148,350	SH		SOLE		148,350	0	0
Service Corp Intl	COM	817565104	231	10,910	SH		SOLE		10,910	0	0
Siemens AG - ADR	COM	826197501	3,989	33,500	SH		SOLE		33,500	0	0
Signature Bank	COM	82669g104	35,967	320,965	SH		SOLE		320,965	0	0
Singapore Telecommunications L	COM	82929r304	7,002	234,988	SH		SOLE		234,988	0	0
Sirona Dental Systems Inc.	COM	82966c103	3,437	44,825	SH		SOLE		44,825	0	0
Skf AB	COM	784375404	67,191	3,213,977	SH		SOLE		3,213,977	0	0
Skyworks Solutions Inc	COM	83088m102	53,683	924,780	SH		SOLE		924,780	0	0
Smith & Nephew Plc	COM	83175m205	4,646	55,189	SH		SOLE		55,189	0	0
Sotheby's	COM	835898107	3,788	106,050	SH		SOLE		106,050	0	0
Southwest Airlines Co	COM	844741108	20,456	605,759	SH		SOLE		605,759	0	0
Spirit Airlines Inc.	COM	848577102	28,933	418,472	SH		SOLE		418,472	0	0
Steiner Leisure Ltd	COM	p8744y102	3,619	96,275	SH		SOLE		96,275	0	0
Stratasys Ltd Ord	COM	m85548101	6,289	52,070	SH		SOLE		52,070	0	0
Svenska Cellulosa Aktiebolag	COM	869587402	4,284	179,452	SH		SOLE		179,452	0	0
Syngenta AG	COM	87160a100	88,062	1,389,648	SH		SOLE		1,389,648	0	0
Taiwan Semiconductor Manufactu	COM	874039100	94,186	4,667,271	SH		SOLE		4,667,271	0	0
Team Health Holdings Inc	COM	87817a107	7,766	133,925	SH		SOLE		133,925	0	0
Technip SA	COM	878546209	43,069	2,047,387	SH		SOLE		2,047,387	0	0
Teledyne Technologies Inc	COM	879360105	4,073	43,325	SH		SOLE		43,325	0	0
Tenneco Inc	COM	880349105	17,181	328,444	SH		SOLE		328,444	0	0
Texas Instruments Inc	COM	882508104	259	5,439	SH		SOLE		5,439	0	0
Textron Inc	COM	883203101	23,455	651,701	SH		SOLE		651,701	0	0
The Priceline Group Inc	COM	741503403	48,295	41,685	SH		SOLE		41,685	0	0
Thermo Fisher Scientific Inc	COM	883556102	243	2,000	SH		SOLE		2,000	0	0
Thor Industries Inc	COM	885160101	25,480	494,765	SH		SOLE		494,765	0	0
Tibco Software Inc	COM	88632q103	3,861	163,375	SH		SOLE		163,375	0	0
Tokyo Electron Ltd-Unsp	COM	889110102	4,480	274,627	SH		SOLE		274,627	0	0
Toyota Motor Corp - ADR	COM	892331307	343	2,918	SH		SOLE		2,918	0	0
Trinity Industries Inc	COM	896522109	37,848	810,110	SH		SOLE		810,110	0	0
TripAdvisor Inc	COM	896945201	63,490	694,482	SH		SOLE		694,482	0	0
Triumph Group Inc New	COM	896818101	2,333	35,870	SH		SOLE		35,870	0	0
TRW Automotive Holdings Corp	COM	87264s106	147,666	1,458,426	SH		SOLE		1,458,426	0	0
Turkiye Garanti Bankasi A S	COM	900148701	7,062	2,011,912	SH		SOLE		2,011,912	0	0
Tyson Foods Inc	COM	902494103	89,955	2,284,865	SH		SOLE		2,284,865	0	0
U S Physical Therapy Inc	COM	90337l108	3,336	94,270	SH		SOLE		94,270	0	0
Unilever Plc	COM	904767704	247	5,884	SH		SOLE		5,884	0	0
United Overseas Bank Ltd	COM	911271302	108,397	3,085,690	SH		SOLE		3,085,690	0	0
United Rentals Inc	COM	911363109	17,787	160,102	SH		SOLE		160,102	0	0
UnitedHealth Group Inc	COM	91324p102	241	2,800	SH		SOLE		2,800	0	0
Universal Health Services Inc	COM	913903100	55,851	534,455	SH		SOLE		534,455	0	0
US Bancorp Del	COM	902973304	313	7,471	SH		SOLE		7,471	0	0
US Silica Holdings Inc	COM	90346e103	183,527	2,935,961	SH		SOLE		2,935,961	0	0
Vectrus Inc	COM	92242t101	2,599	133,101	SH		SOLE		133,101	0	0
Veeco Instruments Inc	COM	922417100	4,276	122,350	SH		SOLE		122,350	0	0
Verizon Communications Inc	COM	92343v104	325	6,496	SH		SOLE		6,496	0	0
Vodafone Group Plc	COM	92857w308	327	9,941	SH		SOLE		9,941	0	0
WageWorks Inc	COM	930427109	1,044	22,925	SH		SOLE		22,925	0	0
Wal-Mart de Mexico SAB de CV -	COM	93114w107	71,867	2,855,621	SH		SOLE		2,855,621	0	0
Weight Watchers Intl Inc New	COM	948626106	3,195	116,425	SH		SOLE		116,425	0	0
Western Refining Inc	COM	959319104	29,968	713,697	SH		SOLE		713,697	0	0
Westlake Chemical Corp	COM	960413102	16,490	190,436	SH		SOLE		190,436	0	0
Woodside Petroleum Ltd	COM	980228308	2,876	80,958	SH		SOLE		80,958	0	0
WPP Plc	COM	92937a102	2,684	26,723	SH		SOLE		26,723	0	0
Yelp Inc	COM	985817105	42,200	618,308	SH		SOLE		618,308	0	0
Bancolombia S A $1.526 PFD	PFD	05968l102	99,969	1,762,505	SH		SOLE		1,762,505	0	0
Henkel AG & Co KGaA (PFD) ADR	PFD	42550u208	148,361	1,485,511	SH		SOLE		1,485,511	0	0
Volkswagen ag $0.819 PFD	PFD	928662402	3,297	79,371	SH		SOLE		79,371	0	0