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	2,920	34,400	SH		SOLE		34,400	0	0
ABB Ltd	COM	000375204	2,888	145,645	SH		SOLE		145,645	0	0
Abbott Laboratories	COM	002824100	605	15,400	SH		SOLE		15,400	0	0
Abiomed Inc	COM	003654100	29,406	269,067	SH		SOLE		269,067	0	0
Acorda Therapeutics Inc	COM	00484m106	1,903	74,625	SH		SOLE		74,625	0	0
Activision Blizzard Inc	COM	00507v109	19,122	482,505	SH		SOLE		482,505	0	0
Acuity Brands Inc	COM	00508y102	81,343	328,047	SH		SOLE		328,047	0	0
Acxiom Corp	COM	005125109	759	34,500	SH		SOLE		34,500	0	0
Adecco Group AG	COM	006754204	2,839	113,139	SH		SOLE		113,139	0	0
Adeptus Health Inc-Class A	COM	006855100	1,471	28,475	SH		SOLE		28,475	0	0
Adtran Inc	COM	00738a106	1,556	83,450	SH		SOLE		83,450	0	0
Aegion Corporation	COM	00770f104	2,709	138,850	SH		SOLE		138,850	0	0
Affiliated Managers Group Inc	COM	008252108	3,574	25,386	SH		SOLE		25,386	0	0
AFLAC Inc	COM	001055102	36,069	499,844	SH		SOLE		499,844	0	0
Agnico Eagle Mines Ltd	COM	008474108	28,598	534,551	SH		SOLE		534,551	0	0
Air Liquide-Unsponsored ADR	COM	009126202	1,732	82,865	SH		SOLE		82,865	0	0
Air Methods Corp	COM	009128307	3,841	107,200	SH		SOLE		107,200	0	0
Akorn Inc	COM	009728106	4,126	144,850	SH		SOLE		144,850	0	0
Alaska Air Group Inc	COM	011659109	4,662	79,985	SH		SOLE		79,985	0	0
Albemarle Corp	COM	012653101	28,760	362,630	SH		SOLE		362,630	0	0
Allianz SE - ADR	COM	018805101	26,600	1,873,532	SH		SOLE		1,873,532	0	0
Ambarella Inc Ord	COM	g037ax101	12,706	250,061	SH		SOLE		250,061	0	0
Amcor Ltd	COM	02341r302	2,177	48,953	SH		SOLE		48,953	0	0
Amerco	COM	023586100	19,796	52,854	SH		SOLE		52,854	0	0
American Eagle Outfitters Inc	COM	02553e106	26,038	1,634,544	SH		SOLE		1,634,544	0	0
American Sts Wtr CO	COM	029899101	18,470	421,503	SH		SOLE		421,503	0	0
American Water Works Co Inc	COM	030420103	31,587	373,767	SH		SOLE		373,767	0	0
AMN Healthcare Services Inc	COM	001744101	1,442	36,075	SH		SOLE		36,075	0	0
Amsurg Corp	COM	03232p405	201	2,591	SH		SOLE		2,591	0	0
Anadarko Pete Corp	COM	032511107	251	4,718	SH		SOLE		4,718	0	0
Anheuser-Busch InBev NV	COM	03524a108	307	2,329	SH		SOLE		2,329	0	0
Arch Capital Group Ltd	COM	g0450a105	28,459	395,265	SH		SOLE		395,265	0	0
Astellas Pharma Inc	COM	04623u102	1,872	120,046	SH		SOLE		120,046	0	0
Atmos Energy Corp	COM	049560105	137,453	1,690,269	SH		SOLE		1,690,269	0	0
AXA Group S A - ADR	COM	054536107	3,095	156,441	SH		SOLE		156,441	0	0
Axis Capital Holdings Limited	COM	g0692u109	23,355	424,641	SH		SOLE		424,641	0	0
Balchem Corporation	COM	057665200	3,967	66,503	SH		SOLE		66,503	0	0
Ball Corp	COM	058498106	286	3,955	SH		SOLE		3,955	0	0
Banco Bilbao Vizcaya Argentari	COM	05946k101	2,544	443,139	SH		SOLE		443,139	0	0
BankUnited Inc	COM	06652k103	11,198	364,504	SH		SOLE		364,504	0	0
BASF SE	COM	055262505	2,808	36,821	SH		SOLE		36,821	0	0
BHP Billiton Ltd	COM	088606108	23,318	816,446	SH		SOLE		816,446	0	0
Big Lots Inc	COM	089302103	24,021	479,357	SH		SOLE		479,357	0	0
Biomarin Pharmaceutical Inc	COM	09061g101	9,806	126,036	SH		SOLE		126,036	0	0
BNP Paribas SA	COM	05565a202	2,430	110,024	SH		SOLE		110,024	0	0
Boston Scientific Corp	COM	101137107	416	17,810	SH		SOLE		17,810	0	0
Boyd Gaming Corp	COM	103304101	249	13,534	SH		SOLE		13,534	0	0
Broadcom Ltd.	COM	y09827109	899	5,786	SH		SOLE		5,786	0	0
Broadridge Financial Solutions	COM	11133t103	10,237	157,016	SH		SOLE		157,016	0	0
BroadSoft Inc	COM	11133b409	6,202	151,150	SH		SOLE		151,150	0	0
Bruker Corporation	COM	116794108	4,561	200,550	SH		SOLE		200,550	0	0
Builders Firstsource Inc	COM	12008r107	334	29,673	SH		SOLE		29,673	0	0
BWX Technologies Inc	COM	05605h100	30,396	849,750	SH		SOLE		849,750	0	0
Canadian Natural Resources Ltd	COM	136385101	21,924	711,132	SH		SOLE		711,132	0	0
Canadian Pacific Railway Ltd	COM	13645t100	211	1,642	SH		SOLE		1,642	0	0
Carpenter Technology Corp	COM	144285103	1,064	32,321	SH		SOLE		32,321	0	0
Carrefour SA	COM	144430204	1,613	332,123	SH		SOLE		332,123	0	0
Casey's General Stores Inc	COM	147528103	29,260	222,493	SH		SOLE		222,493	0	0
CBOE Holdings Inc	COM	12503m108	20,098	301,680	SH		SOLE		301,680	0	0
Celadon Group Inc	COM	150838100	1,146	140,325	SH		SOLE		140,325	0	0
Celanese Corp	COM	150870103	27,641	422,330	SH		SOLE		422,330	0	0
Centene Corp Del	COM	15135b101	7,980	111,817	SH		SOLE		111,817	0	0
Century Communities Inc	COM	156504300	190	10,974	SH		SOLE		10,974	0	0
Chart Industries Inc	COM	16115q308	1,146	47,500	SH		SOLE		47,500	0	0
Cheesecake Factory Inc	COM	163072101	2,413	50,125	SH		SOLE		50,125	0	0
Chevron Corp	COM	166764100	239	2,281	SH		SOLE		2,281	0	0
Chipotle Mexican Grill Inc	COM	169656105	12,451	30,914	SH		SOLE		30,914	0	0
Citizens Financial Group	COM	174610105	87,011	4,354,895	SH		SOLE		4,354,895	0	0
Clorox Co Del	COM	189054109	14,543	105,088	SH		SOLE		105,088	0	0
CME Group Inc	COM	12572q105	207	2,121	SH		SOLE		2,121	0	0
CNO Financial Group Inc	COM	12621e103	3,684	211,000	SH		SOLE		211,000	0	0
Coca-Cola HBC AG	COM	191223205	1,215	60,484	SH		SOLE		60,484	0	0
Cognex Corp	COM	192422103	2,375	55,100	SH		SOLE		55,100	0	0
Cohen & Steers Inc	COM	19247a100	4,746	117,351	SH		SOLE		117,351	0	0
Comcast Corp New	COM	20030n101	340	5,222	SH		SOLE		5,222	0	0
Compass Group Plc	COM	20449x302	3,225	169,650	SH		SOLE		169,650	0	0
Computer Sciences Corp	COM	205363104	65,921	1,327,720	SH		SOLE		1,327,720	0	0
Conagra Foods Inc	COM	205887102	31,685	662,721	SH		SOLE		662,721	0	0
Continental ag	COM	210771200	2,585	68,713	SH		SOLE		68,713	0	0
Cooper Cos Inc	COM	216648402	14,987	87,350	SH		SOLE		87,350	0	0
Cracker Barrel Old Country Sto	COM	22410j106	7,669	44,725	SH		SOLE		44,725	0	0
Credicorp Ltd	COM	g2519y108	31,440	203,720	SH		SOLE		203,720	0	0
Crown Holdings Inc	COM	228368106	316	6,230	SH		SOLE		6,230	0	0
CSL Limited Sponsored ADR	COM	12637n204	2,336	55,937	SH		SOLE		55,937	0	0
CSRA Inc	COM	12650t104	27,488	1,173,199	SH		SOLE		1,173,199	0	0
Cynosure Inc	COM	232577205	6,904	141,925	SH		SOLE		141,925	0	0
D R Horton Inc	COM	23331a109	8,771	278,611	SH		SOLE		278,611	0	0
Daimler AG F	COM	233825108	1,199	20,169	SH		SOLE		20,169	0	0
Darden Restaurants Inc	COM	237194105	25,045	395,409	SH		SOLE		395,409	0	0
Dassault Sys S A - ADR	COM	237545108	1,379	18,183	SH		SOLE		18,183	0	0
Davita Healthcare Partners Inc	COM	23918k108	28,415	367,493	SH		SOLE		367,493	0	0
Depomed Inc	COM	249908104	198	10,069	SH		SOLE		10,069	0	0
Descartes Sys Group Inc	COM	249906108	2,142	112,200	SH		SOLE		112,200	0	0
Diageo Plc	COM	25243q205	25,514	226,024	SH		SOLE		226,024	0	0
DISH Network Corp	COM	25470m109	56,852	1,084,968	SH		SOLE		1,084,968	0	0
DST Systems Inc	COM	233326107	22,923	196,882	SH		SOLE		196,882	0	0
Dycom Inds Inc	COM	267475101	5,043	56,182	SH		SOLE		56,182	0	0
Edwards Lifesciences Corp	COM	28176e108	25,862	259,320	SH		SOLE		259,320	0	0
Electronic Arts Inc	COM	285512109	14,241	187,974	SH		SOLE		187,974	0	0
Electronics for Imaging Inc	COM	286082102	3,424	79,550	SH		SOLE		79,550	0	0
Ellie Mae Inc	COM	28849p100	15,639	170,635	SH		SOLE		170,635	0	0
Enbridge Inc	COM	29250n105	23,012	543,249	SH		SOLE		543,249	0	0
Envestnet Inc	COM	29404k106	2,758	82,800	SH		SOLE		82,800	0	0
Eplus Inc	COM	294268107	3,895	47,625	SH		SOLE		47,625	0	0
EPR Properties	COM	26884u109	55,351	686,059	SH		SOLE		686,059	0	0
Euronet Worldwide Inc	COM	298736109	252	3,647	SH		SOLE		3,647	0	0
EverBank Financial Corp	COM	29977g102	2,076	139,700	SH		SOLE		139,700	0	0
Expedia Inc	COM	30212p303	11,527	108,434	SH		SOLE		108,434	0	0
Facebook Inc - A Shs	COM	30303m102	219	1,920	SH		SOLE		1,920	0	0
Fanuc Corporation - Unsp ADR	COM	307305102	1,224	45,577	SH		SOLE		45,577	0	0
Fiserv Inc	COM	337738108	15,170	139,518	SH		SOLE		139,518	0	0
Flir Sys Inc	COM	302445101	12,547	405,401	SH		SOLE		405,401	0	0
Fomento Economico Mexicano SAB	COM	344419106	801	8,660	SH		SOLE		8,660	0	0
Foot Locker Inc	COM	344849104	5,539	100,961	SH		SOLE		100,961	0	0
Frank's International N.V	COM	n33462107	329	22,500	SH		SOLE		22,500	0	0
Fresenius SE & Co	COM	35804m105	2,680	146,620	SH		SOLE		146,620	0	0
Fuji Heavy Inds Ltd	COM	359556206	2,884	42,540	SH		SOLE		42,540	0	0
Gemalto NV	COM	36863n208	1,522	50,006	SH		SOLE		50,006	0	0
General Electric Co	COM	369604103	303	9,640	SH		SOLE		9,640	0	0
Genomic Health Inc	COM	37244c101	1,817	70,150	SH		SOLE		70,150	0	0
Geospace Technologies Corp	COM	37364x109	982	59,960	SH		SOLE		59,960	0	0
Gildan Activewear Inc	COM	375916103	319	10,873	SH		SOLE		10,873	0	0
Givaudan SA	COM	37636p108	1,738	43,289	SH		SOLE		43,289	0	0
Grupo Financiero Banorte SAB d	COM	40052p107	3,078	111,155	SH		SOLE		111,155	0	0
Gulfport Energy Corp	COM	402635304	14,269	456,466	SH		SOLE		456,466	0	0
Hain Celestial Group Inc	COM	405217100	15,299	307,527	SH		SOLE		307,527	0	0
Harman International Industrie	COM	413086109	9,842	137,033	SH		SOLE		137,033	0	0
Harris Corp Del	COM	413875105	25,357	303,890	SH		SOLE		303,890	0	0
HealthEquity	COM	42226a107	2,403	79,075	SH		SOLE		79,075	0	0
Hilltop Holdings Inc	COM	432748101	2,496	118,900	SH		SOLE		118,900	0	0
HMS Hldgs Corp	COM	40425j101	1,837	104,300	SH		SOLE		104,300	0	0
Hologic Inc	COM	436440101	25,790	745,370	SH		SOLE		745,370	0	0
Hormel Foods Corp	COM	440452100	22,367	611,123	SH		SOLE		611,123	0	0
Host Hotels & Resorts Inc	COM	44107p104	19,595	1,208,827	SH		SOLE		1,208,827	0	0
Humana Inc	COM	444859102	18,726	104,104	SH		SOLE		104,104	0	0
Huntington Ingalls Inds Inc	COM	446413106	32,908	195,846	SH		SOLE		195,846	0	0
Icu Med Inc	COM	44930g107	5,871	52,070	SH		SOLE		52,070	0	0
Ii VI Inc	COM	902104108	3,993	212,825	SH		SOLE		212,825	0	0
Impax Laboratories Inc	COM	45256b101	3,159	109,625	SH		SOLE		109,625	0	0
Imperial Oil Ltd	COM	453038408	20,876	661,457	SH		SOLE		661,457	0	0
Incyte Corp	COM	45337c102	14,089	176,161	SH		SOLE		176,161	0	0
Ingles Mkts Inc	COM	457030104	253	6,796	SH		SOLE		6,796	0	0
Integrated Device Technology	COM	458118106	9,163	455,216	SH		SOLE		455,216	0	0
InterActiveCorp	COM	44919p508	19,851	352,585	SH		SOLE		352,585	0	0
InvenSense Inc	COM	46123d205	1,332	217,325	SH		SOLE		217,325	0	0
Ionis Pharmaceuticals Inc	COM	462222100	9,459	406,145	SH		SOLE		406,145	0	0
iRobot Corporation	COM	462726100	4,268	121,675	SH		SOLE		121,675	0	0
Isle of Capri Casinos Inc	COM	464592104	301	16,405	SH		SOLE		16,405	0	0
J2 Global Inc	COM	48123v102	4,678	74,050	SH		SOLE		74,050	0	0
Jack Henry & Assoc Inc	COM	426281101	17,203	197,122	SH		SOLE		197,122	0	0
Japan Tobacco Inc - Unspon ADR	COM	471105205	2,046	102,300	SH		SOLE		102,300	0	0
JGC Corp	COM	466140100	2,317	81,807	SH		SOLE		81,807	0	0
JM Smucker Co	COM	832696405	29,113	191,020	SH		SOLE		191,020	0	0
Kao Corp	COM	485537302	920	15,916	SH		SOLE		15,916	0	0
Keycorp New	COM	493267108	12,886	1,166,173	SH		SOLE		1,166,173	0	0
Kirby Corp	COM	497266106	7,092	113,666	SH		SOLE		113,666	0	0
Komatsu Ltd	COM	500458401	1,946	112,839	SH		SOLE		112,839	0	0
Kraft Heinz Co	COM	500754106	236	2,667	SH		SOLE		2,667	0	0
Kroger CO	COM	501044101	18,387	499,781	SH		SOLE		499,781	0	0
Kubota Corp	COM	501173207	2,581	38,723	SH		SOLE		38,723	0	0
L'Oreal Co SA	COM	502117203	2,082	54,481	SH		SOLE		54,481	0	0
Lam Research Corp	COM	512807108	17,492	208,091	SH		SOLE		208,091	0	0
Lear Corp	COM	521865204	20,423	200,695	SH		SOLE		200,695	0	0
Lending Tree Inc	COM	52603b107	4,410	49,925	SH		SOLE		49,925	0	0
Lindblad Expeditions Holding	COM	535219109	1,504	156,225	SH		SOLE		156,225	0	0
Lkq Corp	COM	501889208	229	7,221	SH		SOLE		7,221	0	0
Louisiana Pac Corp	COM	546347105	6,320	364,289	SH		SOLE		364,289	0	0
LyondellBasell Industries NV C	COM	n53745100	241	3,237	SH		SOLE		3,237	0	0
Macquarie Bank Ltd	COM	55607p204	2,469	48,133	SH		SOLE		48,133	0	0
Magna International Inc	COM	559222401	32,912	938,453	SH		SOLE		938,453	0	0
Manpower Inc	COM	56418h100	6,675	103,740	SH		SOLE		103,740	0	0
MarketAxess Holdings Inc	COM	57060d108	19,502	134,127	SH		SOLE		134,127	0	0
Marsh & McLennan Cos Inc	COM	571748102	232	3,390	SH		SOLE		3,390	0	0
Martin Marietta Materials Inc	COM	573284106	23,152	120,581	SH		SOLE		120,581	0	0
Masco Corp	COM	574599106	20,966	677,646	SH		SOLE		677,646	0	0
Medivation Inc	COM	58501n101	16,160	267,987	SH		SOLE		267,987	0	0
Merck KGaA ADR	COM	589339100	235	6,963	SH		SOLE		6,963	0	0
Mettler Toledo International	COM	592688105	27,008	74,011	SH		SOLE		74,011	0	0
Micron Technology Inc	COM	595112103	17,408	1,265,083	SH		SOLE		1,265,083	0	0
Microsemi Corp	COM	595137100	342	10,450	SH		SOLE		10,450	0	0
Molina Healthcare Inc	COM	60855r100	17,746	355,636	SH		SOLE		355,636	0	0
Monotype Imaging Holdings Inc	COM	61022p100	3,680	149,425	SH		SOLE		149,425	0	0
Monro Muffler Brake Inc	COM	610236101	6,167	97,025	SH		SOLE		97,025	0	0
Monster Beverage Corp	COM	61174x109	15,802	98,329	SH		SOLE		98,329	0	0
MTN Group Ltd	COM	62474m108	2,555	261,825	SH		SOLE		261,825	0	0
Muenchener Rueckversicherungs-	COM	626188106	2,897	173,534	SH		SOLE		173,534	0	0
Nasdaq Inc	COM	631103108	268	4,145	SH		SOLE		4,145	0	0
Nestle S A	COM	641069406	22,856	296,292	SH		SOLE		296,292	0	0
Newell Brands Inc	COM	651229106	348	7,163	SH		SOLE		7,163	0	0
Newmont Mining Corp	COM	651639106	7,174	183,379	SH		SOLE		183,379	0	0
Nitto Denko Corp	COM	654802206	2,871	91,511	SH		SOLE		91,511	0	0
Norwegian Cruise Line Holdings	COM	g66721104	326	8,192	SH		SOLE		8,192	0	0
Novartis AG - ADR	COM	66987v109	20,915	253,482	SH		SOLE		253,482	0	0
Novo Nordisk A/S - ADR	COM	670100205	25,807	479,863	SH		SOLE		479,863	0	0
Nucor Corp	COM	670346105	9,886	200,087	SH		SOLE		200,087	0	0
NuVasive Inc	COM	670704105	9,395	157,314	SH		SOLE		157,314	0	0
Nvidia Corp	COM	67066g104	32,635	694,219	SH		SOLE		694,219	0	0
Nvr Inc	COM	62944t105	9,544	5,361	SH		SOLE		5,361	0	0
NXP Semiconductors NV	COM	n6596x109	2,634	33,627	SH		SOLE		33,627	0	0
O'Reilly Automotive Inc	COM	67103h107	26,830	98,966	SH		SOLE		98,966	0	0
Oceaneering Intl Inc	COM	675232102	9,868	330,474	SH		SOLE		330,474	0	0
Olin Corp	COM	680665205	212	8,526	SH		SOLE		8,526	0	0
Omnicell Inc	COM	68213n109	5,701	166,550	SH		SOLE		166,550	0	0
One Gas Inc	COM	68235p108	19,733	296,339	SH		SOLE		296,339	0	0
Orbital ATK Inc	COM	68557n103	23,126	271,627	SH		SOLE		271,627	0	0
Orix Corp	COM	686330101	3,203	50,116	SH		SOLE		50,116	0	0
Palo Alto Networks Inc	COM	697435105	16,705	136,215	SH		SOLE		136,215	0	0
Pandora A/S-UNSP ADR	COM	698341104	2,813	83,083	SH		SOLE		83,083	0	0
Panera Bread CO	COM	69840w108	18,458	87,090	SH		SOLE		87,090	0	0
Parsley Energy Inc	COM	701877102	5,671	209,557	SH		SOLE		209,557	0	0
Patterson Uti Energy Inc	COM	703481101	22,101	1,036,637	SH		SOLE		1,036,637	0	0
Pegasystems Inc	COM	705573103	2,045	75,875	SH		SOLE		75,875	0	0
Performance Food Group	COM	71377a103	2,519	93,600	SH		SOLE		93,600	0	0
Perkinelmer Inc	COM	714046109	11,656	222,367	SH		SOLE		222,367	0	0
Perrigo Co Plc	COM	g97822103	14,831	163,569	SH		SOLE		163,569	0	0
Philip Morris International In	COM	718172109	371	3,643	SH		SOLE		3,643	0	0
Polaris Industries Inc	COM	731068102	21,730	265,783	SH		SOLE		265,783	0	0
Power Solutions International	COM	73933g202	670	37,525	SH		SOLE		37,525	0	0
PRA Group Inc	COM	69354n106	2,048	84,835	SH		SOLE		84,835	0	0
PRA Health Sciences Inc	COM	69354m108	4,116	98,575	SH		SOLE		98,575	0	0
Price T Rowe Group Inc	COM	74144t108	51,683	708,281	SH		SOLE		708,281	0	0
Proto Labs Inc	COM	743713109	2,176	37,800	SH		SOLE		37,800	0	0
Prudential Plc	COM	74435k204	30,572	898,898	SH		SOLE		898,898	0	0
Pulte Group Inc	COM	745867101	15,300	784,996	SH		SOLE		784,996	0	0
PVH Corp	COM	693656100	8,368	88,803	SH		SOLE		88,803	0	0
Qiagen N V	COM	n72482107	299	13,727	SH		SOLE		13,727	0	0
Radiant Logistics Inc	COM	75025x100	780	259,900	SH		SOLE		259,900	0	0
Range Res Corp	COM	75281a109	8,720	202,136	SH		SOLE		202,136	0	0
Reckitt Benckiser Group PLC	COM	756255204	3,347	167,141	SH		SOLE		167,141	0	0
Rice Energy Inc	COM	762760106	13,953	633,088	SH		SOLE		633,088	0	0
Robert Half International Inc	COM	770323103	17,375	455,330	SH		SOLE		455,330	0	0
Roche Holding Ltd - ADR	COM	771195104	3,205	97,539	SH		SOLE		97,539	0	0
Royal Caribbean Cruises Ltd	COM	v7780t103	13,909	207,132	SH		SOLE		207,132	0	0
Royal Dutch Shell Plc	COM	780259107	26,545	474,021	SH		SOLE		474,021	0	0
RPC Inc	COM	749660106	19,557	1,259,274	SH		SOLE		1,259,274	0	0
Ryanair Holdings plc	COM	783513203	26,245	377,405	SH		SOLE		377,405	0	0
SABMiller Plc	COM	78572m105	1,028	17,595	SH		SOLE		17,595	0	0
Sandvik AB	COM	800212201	1,605	162,400	SH		SOLE		162,400	0	0
Sanofi-Aventis - ADR	COM	80105n105	469	11,200	SH		SOLE		11,200	0	0
SAP SE	COM	803054204	24,081	320,997	SH		SOLE		320,997	0	0
SCHLUMBERGER LTD COM	COM	806857108	17,746	224,400	SH		SOLE		224,400	0	0
Science Applications Inte	COM	808625107	20,055	343,698	SH		SOLE		343,698	0	0
Semtech Corp	COM	816850101	3,655	153,200	SH		SOLE		153,200	0	0
Sensata Technologies Holding N	COM	n7902x106	263	7,530	SH		SOLE		7,530	0	0
Service Corp Intl	COM	817565104	416	15,377	SH		SOLE		15,377	0	0
Siemens AG - ADR	COM	826197501	3,697	36,250	SH		SOLE		36,250	0	0
Signature Bank	COM	82669g104	11,502	92,071	SH		SOLE		92,071	0	0
Silver Wheaton Corp	COM	828336107	21,449	911,566	SH		SOLE		911,566	0	0
Singapore Telecommunications L	COM	82929r304	5,641	183,816	SH		SOLE		183,816	0	0
Six Flags Entertainment Corp	COM	83001a102	277	4,778	SH		SOLE		4,778	0	0
Skechers U S A Inc	COM	830566105	33,603	1,130,653	SH		SOLE		1,130,653	0	0
Skf AB	COM	784375404	24,351	1,538,546	SH		SOLE		1,538,546	0	0
Skyworks Solutions Inc	COM	83088m102	14,550	229,936	SH		SOLE		229,936	0	0
Sotheby's	COM	835898107	2,402	87,650	SH		SOLE		87,650	0	0
Southwest Airlines Co	COM	844741108	19,555	498,722	SH		SOLE		498,722	0	0
Spectrum Brands Holdings Inc	COM	84763r101	281	2,353	SH		SOLE		2,353	0	0
Spirit Airlines Inc.	COM	848577102	51,923	1,157,191	SH		SOLE		1,157,191	0	0
Steel Dynamics Inc	COM	858119100	16,733	682,971	SH		SOLE		682,971	0	0
Stratasys Ltd Ord	COM	m85548101	1,584	69,220	SH		SOLE		69,220	0	0
Supernus Pharmaceuticals Inc	COM	868459108	3,510	172,300	SH		SOLE		172,300	0	0
Svenska Cellulosa Aktiebolag	COM	869587402	2,386	75,165	SH		SOLE		75,165	0	0
Sysmex Corp	COM	87184p109	1,649	48,396	SH		SOLE		48,396	0	0
Taiwan Semiconductor Manufactu	COM	874039100	6,703	255,551	SH		SOLE		255,551	0	0
Take-Two Interactive Software	COM	874054109	14,394	379,577	SH		SOLE		379,577	0	0
TE Connectivity Ltd.	COM	h84989104	258	4,512	SH		SOLE		4,512	0	0
Team Health Holdings Inc	COM	87817a107	4,807	118,197	SH		SOLE		118,197	0	0
Teledyne Technologies Inc	COM	879360105	3,737	37,725	SH		SOLE		37,725	0	0
Tenneco Inc	COM	880349105	14,533	311,804	SH		SOLE		311,804	0	0
Texas Roadhouse Inc Common Sto	COM	882681109	21,867	479,532	SH		SOLE		479,532	0	0
Textron Inc	COM	883203101	20,995	574,258	SH		SOLE		574,258	0	0
Thor Industries Inc	COM	885160101	57,744	891,939	SH		SOLE		891,939	0	0
Time Warner Inc	COM	887317303	232	3,161	SH		SOLE		3,161	0	0
Tokyo Electron Ltd-Unsp	COM	889110102	3,601	172,331	SH		SOLE		172,331	0	0
TopBuild Corp	COM	89055f103	245	6,771	SH		SOLE		6,771	0	0
Triumph Group Inc New	COM	896818101	1,215	34,220	SH		SOLE		34,220	0	0
Tyson Foods Inc	COM	902494103	20,099	300,926	SH		SOLE		300,926	0	0
U S Physical Therapy Inc	COM	90337l108	5,426	90,120	SH		SOLE		90,120	0	0
Unilever Plc	COM	904767704	457	9,539	SH		SOLE		9,539	0	0
United Rentals Inc	COM	911363109	33,557	500,111	SH		SOLE		500,111	0	0
Universal Health Services Inc	COM	913903100	4,440	33,107	SH		SOLE		33,107	0	0
UNUM GROUP	COM	91529y106	5,462	171,805	SH		SOLE		171,805	0	0
US Silica Holdings Inc	COM	90346e103	21,628	627,457	SH		SOLE		627,457	0	0
Vail Resorts Inc	COM	91879q109	21,490	155,464	SH		SOLE		155,464	0	0
Vascular Solutions Inc	COM	92231m109	2,176	52,225	SH		SOLE		52,225	0	0
Veeco Instruments Inc	COM	922417100	2,289	138,200	SH		SOLE		138,200	0	0
Verizon Communications Inc	COM	92343v104	236	4,220	SH		SOLE		4,220	0	0
Virtusa Corp	COM	92827p102	1,957	67,750	SH		SOLE		67,750	0	0
Visa Inc	COM	92826c839	320	4,318	SH		SOLE		4,318	0	0
Vista Outdoor Inc	COM	928377100	202	4,239	SH		SOLE		4,239	0	0
Volkswagen ag	COM	928662303	2,301	86,008	SH		SOLE		86,008	0	0
Vulcan Materials Co	COM	929160109	18,326	152,260	SH		SOLE		152,260	0	0
WageWorks Inc	COM	930427109	2,300	38,450	SH		SOLE		38,450	0	0
Wal-Mart de Mexico SAB de CV -	COM	93114w107	22,910	961,085	SH		SOLE		961,085	0	0
Walgreens Boots Alliance	COM	931427108	547	6,574	SH		SOLE		6,574	0	0
WCI Communities Inc	COM	92923c807	2,712	160,500	SH		SOLE		160,500	0	0
Western Digital Corp	COM	958102105	14,650	309,984	SH		SOLE		309,984	0	0
White Mountains Insurance Grou	COM	g9618e107	32,022	38,031	SH		SOLE		38,031	0	0
Wolseley PLC	COM	977868306	2,621	506,716	SH		SOLE		506,716	0	0
Woodside Petroleum Ltd	COM	980228308	2,526	126,415	SH		SOLE		126,415	0	0
WPP Plc	COM	92937a102	3,966	37,947	SH		SOLE		37,947	0	0
Xcel Energy Inc	COM	98389b100	43,035	961,022	SH		SOLE		961,022	0	0
XL Group Ltd	COM	g98294104	29,682	891,075	SH		SOLE		891,075	0	0
Zoetis Inc	COM	98978v103	204	4,290	SH		SOLE		4,290	0	0
Bancolombia S A $1.526 PFD	PFD	05968l102	30,314	868,093	SH		SOLE		868,093	0	0
Henkel AG & Co KGaA (PFD) ADR	PFD	42550u208	26,341	216,433	SH		SOLE		216,433	0	0