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	2,677	26,635	SH		SOLE		26,635	0	0
ABB Ltd	COM	000375204	2,677	118,938	SH		SOLE		118,938	0	0
Abbott Laboratories	COM	002824100	651	15,400	SH		SOLE		15,400	0	0
Abiomed Inc	COM	003654100	59,312	461,281	SH		SOLE		461,281	0	0
Acorda Therapeutics Inc	COM	00484m106	1,558	74,625	SH		SOLE		74,625	0	0
Activision Blizzard Inc	COM	00507v109	11,061	249,693	SH		SOLE		249,693	0	0
Acuity Brands Inc	COM	00508y102	65,023	245,741	SH		SOLE		245,741	0	0
Acxiom Corp	COM	005125109	919	34,500	SH		SOLE		34,500	0	0
Adecco Group AG	COM	006754204	3,487	123,606	SH		SOLE		123,606	0	0
Adeptus Health Inc-Class A	COM	006855100	1,226	28,475	SH		SOLE		28,475	0	0
Adtran Inc	COM	00738a106	1,597	83,450	SH		SOLE		83,450	0	0
Aegion Corporation	COM	00770f104	2,653	139,100	SH		SOLE		139,100	0	0
Affiliated Managers Group Inc	COM	008252108	10,555	72,946	SH		SOLE		72,946	0	0
AFLAC Inc	COM	001055102	32,959	458,598	SH		SOLE		458,598	0	0
Air Liquide-Unsponsored ADR	COM	009126202	2,713	126,483	SH		SOLE		126,483	0	0
Air Methods Corp	COM	009128307	2,831	89,900	SH		SOLE		89,900	0	0
Akorn Inc	COM	009728106	4,294	157,528	SH		SOLE		157,528	0	0
Alaska Air Group Inc	COM	011659109	25,545	387,874	SH		SOLE		387,874	0	0
Albemarle Corp	COM	012653101	30,545	357,289	SH		SOLE		357,289	0	0
Alkermes Plc	COM	g01767105	14,117	300,170	SH		SOLE		300,170	0	0
Allergan PLC	COM	g0177j108	507	2,201	SH		SOLE		2,201	0	0
Allianz SE - ADR	COM	018805101	25,986	1,750,488	SH		SOLE		1,750,488	0	0
Amazon Com Inc	COM	023135106	208	248	SH		SOLE		248	0	0
Ambarella Inc Ord	COM	g037ax101	15,649	212,599	SH		SOLE		212,599	0	0
Amerco	COM	023586100	15,239	47,001	SH		SOLE		47,001	0	0
American Eagle Outfitters Inc	COM	02553e106	28,396	1,589,908	SH		SOLE		1,589,908	0	0
American Sts Wtr CO	COM	029899101	15,403	384,605	SH		SOLE		384,605	0	0
American Water Works Co Inc	COM	030420103	17,145	229,094	SH		SOLE		229,094	0	0
AMN Healthcare Services Inc	COM	001744101	1,156	36,275	SH		SOLE		36,275	0	0
Anadarko Pete Corp	COM	032511107	248	3,918	SH		SOLE		3,918	0	0
Anheuser-Busch InBev NV	COM	03524a108	306	2,329	SH		SOLE		2,329	0	0
Apple Inc	COM	037833100	249	2,205	SH		SOLE		2,205	0	0
Applied Materials Inc	COM	038222105	10,695	354,715	SH		SOLE		354,715	0	0
Arch Capital Group Ltd	COM	g0450a105	23,995	302,744	SH		SOLE		302,744	0	0
Arista Networks Inc	COM	040413106	22,366	262,883	SH		SOLE		262,883	0	0
Astellas Pharma Inc	COM	04623u102	2,792	179,686	SH		SOLE		179,686	0	0
Atmos Energy Corp	COM	049560105	107,240	1,440,045	SH		SOLE		1,440,045	0	0
AXA Group S A - ADR	COM	054536107	3,240	152,218	SH		SOLE		152,218	0	0
Axis Capital Holdings Limited	COM	g0692u109	20,747	381,870	SH		SOLE		381,870	0	0
Balchem Corporation	COM	057665200	4,947	63,803	SH		SOLE		63,803	0	0
Ball Corp	COM	058498106	245	2,994	SH		SOLE		2,994	0	0
Banco Bilbao Vizcaya Argentari	COM	05946k101	2,921	490,034	SH		SOLE		490,034	0	0
BASF SE	COM	055262505	2,945	34,429	SH		SOLE		34,429	0	0
Berry Plastics Group Inc	COM	08579w103	227	5,180	SH		SOLE		5,180	0	0
BHP Billiton Ltd	COM	088606108	22,644	653,510	SH		SOLE		653,510	0	0
Big Lots Inc	COM	089302103	25,247	528,739	SH		SOLE		528,739	0	0
Biomarin Pharmaceutical Inc	COM	09061g101	7,839	84,727	SH		SOLE		84,727	0	0
BNP Paribas SA	COM	05565a202	3,188	123,963	SH		SOLE		123,963	0	0
Boston Scientific Corp	COM	101137107	424	17,810	SH		SOLE		17,810	0	0
Boyd Gaming Corp	COM	103304101	305	15,422	SH		SOLE		15,422	0	0
Broadcom Ltd.	COM	y09827109	1,047	6,066	SH		SOLE		6,066	0	0
Broadridge Financial Solutions	COM	11133t103	9,919	146,324	SH		SOLE		146,324	0	0
BroadSoft Inc	COM	11133b409	7,050	151,450	SH		SOLE		151,450	0	0
Bruker Corporation	COM	116794108	4,198	185,350	SH		SOLE		185,350	0	0
Brunswick Corp	COM	117043109	10,884	223,122	SH		SOLE		223,122	0	0
Builders Firstsource Inc	COM	12008r107	263	22,814	SH		SOLE		22,814	0	0
BWX Technologies Inc	COM	05605h100	21,890	570,509	SH		SOLE		570,509	0	0
Canadian Natural Resources Ltd	COM	136385101	19,766	616,920	SH		SOLE		616,920	0	0
Carpenter Technology Corp	COM	144285103	1,334	32,321	SH		SOLE		32,321	0	0
Carrefour SA	COM	144430204	2,775	539,826	SH		SOLE		539,826	0	0
Casey's General Stores Inc	COM	147528103	10,741	89,398	SH		SOLE		89,398	0	0
CBOE Holdings Inc	COM	12503m108	17,783	274,216	SH		SOLE		274,216	0	0
Celadon Group Inc	COM	150838100	1,232	140,975	SH		SOLE		140,975	0	0
Celanese Corp	COM	150870103	19,780	297,168	SH		SOLE		297,168	0	0
Chart Industries Inc	COM	16115q308	1,569	47,800	SH		SOLE		47,800	0	0
Cheesecake Factory Inc	COM	163072101	18,364	366,846	SH		SOLE		366,846	0	0
Chevron Corp	COM	166764100	235	2,281	SH		SOLE		2,281	0	0
Chipotle Mexican Grill Inc	COM	169656105	5,547	13,097	SH		SOLE		13,097	0	0
Citizens Financial Group	COM	174610105	106,163	4,296,352	SH		SOLE		4,296,352	0	0
Clorox Co Del	COM	189054109	11,896	95,029	SH		SOLE		95,029	0	0
CME Group Inc	COM	12572q105	255	2,442	SH		SOLE		2,442	0	0
CNO Financial Group Inc	COM	12621e103	3,230	211,550	SH		SOLE		211,550	0	0
Coca-Cola HBC AG	COM	191223205	2,305	99,655	SH		SOLE		99,655	0	0
Cognex Corp	COM	192422103	2,926	55,350	SH		SOLE		55,350	0	0
Cohen & Steers Inc	COM	19247a100	5,017	117,351	SH		SOLE		117,351	0	0
Comcast Corp New	COM	20030n101	346	5,222	SH		SOLE		5,222	0	0
Compass Group Plc	COM	20449x302	2,690	138,501	SH		SOLE		138,501	0	0
Computer Sciences Corp	COM	205363104	80,809	1,547,777	SH		SOLE		1,547,777	0	0
Conagra Foods Inc	COM	205887102	27,405	581,719	SH		SOLE		581,719	0	0
Continental ag	COM	210771200	3,158	75,080	SH		SOLE		75,080	0	0
Cooper Cos Inc	COM	216648402	14,345	80,023	SH		SOLE		80,023	0	0
Cracker Barrel Old Country Sto	COM	22410j106	5,302	40,100	SH		SOLE		40,100	0	0
Credicorp Ltd	COM	g2519y108	28,432	186,781	SH		SOLE		186,781	0	0
CSL Limited Sponsored ADR	COM	12637n204	2,675	65,335	SH		SOLE		65,335	0	0
CSRA Inc	COM	12650t104	31,579	1,173,932	SH		SOLE		1,173,932	0	0
Cynosure Inc	COM	232577205	6,478	127,175	SH		SOLE		127,175	0	0
D R Horton Inc	COM	23331a109	7,861	260,282	SH		SOLE		260,282	0	0
Darden Restaurants Inc	COM	237194105	22,289	363,484	SH		SOLE		363,484	0	0
Dassault Sys S A - ADR	COM	237545108	1,524	17,556	SH		SOLE		17,556	0	0
Davita Inc	COM	23918k108	10,774	163,072	SH		SOLE		163,072	0	0
Descartes Sys Group Inc	COM	249906108	2,415	112,200	SH		SOLE		112,200	0	0
Diageo Plc	COM	25243q205	24,843	214,087	SH		SOLE		214,087	0	0
DISH Network Corp	COM	25470m109	25,276	461,414	SH		SOLE		461,414	0	0
DST Systems Inc	COM	233326107	17,919	151,955	SH		SOLE		151,955	0	0
Dycom Inds Inc	COM	267475101	4,295	52,525	SH		SOLE		52,525	0	0
Edwards Lifesciences Corp	COM	28176e108	44,242	366,967	SH		SOLE		366,967	0	0
Electronic Arts Inc	COM	285512109	12,002	140,539	SH		SOLE		140,539	0	0
Electronics for Imaging Inc	COM	286082102	3,896	79,650	SH		SOLE		79,650	0	0
Ellie Mae Inc	COM	28849p100	11,027	104,721	SH		SOLE		104,721	0	0
Enbridge Inc	COM	29250n105	23,300	526,786	SH		SOLE		526,786	0	0
Envestnet Inc	COM	29404k106	3,025	83,000	SH		SOLE		83,000	0	0
Eplus Inc	COM	294268107	4,501	47,675	SH		SOLE		47,675	0	0
EPR Properties	COM	26884u109	50,222	637,819	SH		SOLE		637,819	0	0
Euronet Worldwide Inc	COM	298736109	288	3,519	SH		SOLE		3,519	0	0
EverBank Financial Corp	COM	29977g102	1,368	70,650	SH		SOLE		70,650	0	0
Expedia Inc	COM	30212p303	16,644	142,601	SH		SOLE		142,601	0	0
Facebook Inc - A Shs	COM	30303m102	202	1,574	SH		SOLE		1,574	0	0
Fanuc Corporation - Unsp ADR	COM	307305102	2,411	86,106	SH		SOLE		86,106	0	0
Financial Engines Inc	COM	317485100	438	14,750	SH		SOLE		14,750	0	0
Fiserv Inc	COM	337738108	11,038	110,970	SH		SOLE		110,970	0	0
Flir Sys Inc	COM	302445101	6,313	200,929	SH		SOLE		200,929	0	0
Fomento Economico Mexicano SAB	COM	344419106	908	9,860	SH		SOLE		9,860	0	0
Foot Locker Inc	COM	344849104	5,276	77,914	SH		SOLE		77,914	0	0
Frank's International N.V	COM	n33462107	292	22,500	SH		SOLE		22,500	0	0
Fresenius SE & Co	COM	35804m105	2,109	105,703	SH		SOLE		105,703	0	0
Fuji Heavy Inds Ltd	COM	359556206	3,872	52,215	SH		SOLE		52,215	0	0
G-iii Apparel Group Ltd	COM	36237h101	1,377	47,250	SH		SOLE		47,250	0	0
Gemalto NV	COM	36863n208	1,992	62,103	SH		SOLE		62,103	0	0
General Electric Co	COM	369604103	227	7,652	SH		SOLE		7,652	0	0
Genomic Health Inc	COM	37244c101	2,029	70,150	SH		SOLE		70,150	0	0
Geospace Technologies Corp	COM	37364x109	1,168	59,960	SH		SOLE		59,960	0	0
Gildan Activewear Inc	COM	375916103	562	20,124	SH		SOLE		20,124	0	0
Givaudan SA	COM	37636p108	2,397	58,765	SH		SOLE		58,765	0	0
Grupo Financiero Banorte SAB d	COM	40052p107	3,299	125,447	SH		SOLE		125,447	0	0
Gulfport Energy Corp	COM	402635304	16,301	577,036	SH		SOLE		577,036	0	0
Harman International Industrie	COM	413086109	10,389	123,022	SH		SOLE		123,022	0	0
Harris Corp Del	COM	413875105	24,417	266,537	SH		SOLE		266,537	0	0
HDFC Bank Ltd	COM	40415f101	331	4,600	SH		SOLE		4,600	0	0
HealthEquity	COM	42226a107	3,128	82,643	SH		SOLE		82,643	0	0
Hilltop Holdings Inc	COM	432748101	2,677	119,200	SH		SOLE		119,200	0	0
HMS Hldgs Corp	COM	40425j101	2,041	92,050	SH		SOLE		92,050	0	0
Hologic Inc	COM	436440101	18,806	484,321	SH		SOLE		484,321	0	0
Home Depot Inc	COM	437076102	207	1,612	SH		SOLE		1,612	0	0
Hormel Foods Corp	COM	440452100	23,762	626,460	SH		SOLE		626,460	0	0
Host Hotels & Resorts Inc	COM	44107p104	23,454	1,506,341	SH		SOLE		1,506,341	0	0
Humana Inc	COM	444859102	3,975	22,470	SH		SOLE		22,470	0	0
Huntington Ingalls Inds Inc	COM	446413106	23,822	155,271	SH		SOLE		155,271	0	0
Icu Med Inc	COM	44930g107	5,987	47,370	SH		SOLE		47,370	0	0
Ii VI Inc	COM	902104108	5,185	213,125	SH		SOLE		213,125	0	0
Impax Laboratories Inc	COM	45256b101	2,685	113,275	SH		SOLE		113,275	0	0
Imperial Oil Ltd	COM	453038408	19,806	632,372	SH		SOLE		632,372	0	0
Incyte Corp	COM	45337c102	15,067	159,790	SH		SOLE		159,790	0	0
Ingles Mkts Inc	COM	457030104	235	5,940	SH		SOLE		5,940	0	0
Installed Building Products	COM	45780r101	1,930	53,800	SH		SOLE		53,800	0	0
Integrated Device Technology	COM	458118106	17,663	764,613	SH		SOLE		764,613	0	0
InterActiveCorp	COM	44919p508	11,034	176,631	SH		SOLE		176,631	0	0
Intesa Sanpaolo	COM	46115h107	136	10,254	SH		SOLE		10,254	0	0
InvenSense Inc	COM	46123d205	1,621	218,425	SH		SOLE		218,425	0	0
Ionis Pharmaceuticals Inc	COM	462222100	10,403	283,936	SH		SOLE		283,936	0	0
iRobot Corporation	COM	462726100	5,362	121,925	SH		SOLE		121,925	0	0
J2 Global Inc	COM	48123v102	4,844	72,725	SH		SOLE		72,725	0	0
Jack Henry & Assoc Inc	COM	426281101	11,532	134,793	SH		SOLE		134,793	0	0
Japan Tobacco Inc - Unspon ADR	COM	471105205	2,781	136,757	SH		SOLE		136,757	0	0
JGC Corp	COM	466140100	2,697	78,257	SH		SOLE		78,257	0	0
JM Smucker Co	COM	832696405	13,445	99,196	SH		SOLE		99,196	0	0
Kao Corp	COM	485537302	805	14,320	SH		SOLE		14,320	0	0
Keycorp New	COM	493267108	23,993	1,971,522	SH		SOLE		1,971,522	0	0
Komatsu Ltd	COM	500458401	2,402	105,992	SH		SOLE		105,992	0	0
Kubota Corp	COM	501173207	3,014	40,326	SH		SOLE		40,326	0	0
L'Oreal Co SA	COM	502117203	2,153	56,983	SH		SOLE		56,983	0	0
Lam Research Corp	COM	512807108	23,084	243,730	SH		SOLE		243,730	0	0
Lamar Advertising Co	COM	512816109	41,442	634,545	SH		SOLE		634,545	0	0
Lannet Inc	COM	516012101	402	15,119	SH		SOLE		15,119	0	0
Lear Corp	COM	521865204	21,664	178,714	SH		SOLE		178,714	0	0
Lending Tree Inc	COM	52603b107	4,843	49,975	SH		SOLE		49,975	0	0
LGI Homes Inc	COM	50187t106	209	5,675	SH		SOLE		5,675	0	0
Lincoln National Corp	COM	534187109	26,758	569,569	SH		SOLE		569,569	0	0
Lindblad Expeditions Holding	COM	535219109	1,406	156,225	SH		SOLE		156,225	0	0
Lkq Corp	COM	501889208	285	8,025	SH		SOLE		8,025	0	0
Louisiana Pac Corp	COM	546347105	3,159	167,747	SH		SOLE		167,747	0	0
Macom Technology Solutions Hol	COM	55405y100	237	5,589	SH		SOLE		5,589	0	0
Macquarie Bank Ltd	COM	55607p204	2,908	46,376	SH		SOLE		46,376	0	0
Magna International Inc	COM	559222401	40,412	940,898	SH		SOLE		940,898	0	0
Manitowoc Foodservice Inc	COM	563568104	212	13,043	SH		SOLE		13,043	0	0
Manpower Inc	COM	56418h100	16,482	228,096	SH		SOLE		228,096	0	0
MarketAxess Holdings Inc	COM	57060d108	15,587	94,133	SH		SOLE		94,133	0	0
Martin Marietta Materials Inc	COM	573284106	19,920	111,218	SH		SOLE		111,218	0	0
Masco Corp	COM	574599106	18,106	527,706	SH		SOLE		527,706	0	0
Match Group Inc	COM	57665r106	14,719	827,368	SH		SOLE		827,368	0	0
Mettler Toledo International	COM	592688105	28,079	66,883	SH		SOLE		66,883	0	0
MGP Ingredients Inc.	COM	55303j106	510	12,582	SH		SOLE		12,582	0	0
Micron Technology Inc	COM	595112103	28,107	1,580,801	SH		SOLE		1,580,801	0	0
Microsemi Corp	COM	595137100	473	11,267	SH		SOLE		11,267	0	0
Mid-America Apartment Communit	COM	59522j103	3,419	36,375	SH		SOLE		36,375	0	0
Molina Healthcare Inc	COM	60855r100	16,620	284,971	SH		SOLE		284,971	0	0
Monotype Imaging Holdings Inc	COM	61022p100	3,304	149,425	SH		SOLE		149,425	0	0
Monro Muffler Brake Inc	COM	610236101	5,947	97,225	SH		SOLE		97,225	0	0
Monster Beverage Corp	COM	61174x109	13,467	91,732	SH		SOLE		91,732	0	0
MSCI Inc	COM	55354g100	252	2,997	SH		SOLE		2,997	0	0
MTN Group Ltd	COM	62474m108	2,143	250,865	SH		SOLE		250,865	0	0
Muenchener Rueckversicherungs-	COM	626188106	3,119	167,181	SH		SOLE		167,181	0	0
Nasdaq Inc	COM	631103108	280	4,145	SH		SOLE		4,145	0	0
National Retail Properties Inc	COM	637417106	14,225	279,754	SH		SOLE		279,754	0	0
Nestle S A	COM	641069406	22,335	282,846	SH		SOLE		282,846	0	0
Newell Brands Inc	COM	651229106	426	8,086	SH		SOLE		8,086	0	0
Newmont Mining Corp	COM	651639106	18,651	474,697	SH		SOLE		474,697	0	0
Nitto Denko Corp	COM	654802206	2,843	88,507	SH		SOLE		88,507	0	0
Novartis AG - ADR	COM	66987v109	16,738	211,980	SH		SOLE		211,980	0	0
Novo Nordisk A/S - ADR	COM	670100205	22,693	545,628	SH		SOLE		545,628	0	0
NuVasive Inc	COM	670704105	20,171	302,595	SH		SOLE		302,595	0	0
Nvidia Corp	COM	67066g104	39,126	571,018	SH		SOLE		571,018	0	0
Nvr Inc	COM	62944t105	8,303	5,063	SH		SOLE		5,063	0	0
NXP Semiconductors NV	COM	n6596x109	24,126	236,503	SH		SOLE		236,503	0	0
O'Reilly Automotive Inc	COM	67103h107	5,819	20,775	SH		SOLE		20,775	0	0
Oceaneering Intl Inc	COM	675232102	12,954	470,873	SH		SOLE		470,873	0	0
Omega Healthcare Investors Inc	COM	681936100	13,673	385,704	SH		SOLE		385,704	0	0
Omnicell Inc	COM	68213n109	6,013	157,000	SH		SOLE		157,000	0	0
ON Semiconductor Corp	COM	682189105	134	10,888	SH		SOLE		10,888	0	0
One Gas Inc	COM	68235p108	16,984	274,651	SH		SOLE		274,651	0	0
Orbital ATK Inc	COM	68557n103	9,601	125,949	SH		SOLE		125,949	0	0
Orix Corp	COM	686330101	3,136	42,286	SH		SOLE		42,286	0	0
Outfront Media Inc	COM	69007j106	39,319	1,662,525	SH		SOLE		1,662,525	0	0
Palo Alto Networks Inc	COM	697435105	15,743	98,809	SH		SOLE		98,809	0	0
Pandora A/S-UNSP ADR	COM	698341104	2,690	89,006	SH		SOLE		89,006	0	0
Panera Bread CO	COM	69840w108	28,472	146,220	SH		SOLE		146,220	0	0
Parsley Energy Inc	COM	701877102	13,515	403,318	SH		SOLE		403,318	0	0
Patterson Uti Energy Inc	COM	703481101	30,215	1,350,713	SH		SOLE		1,350,713	0	0
Pegasystems Inc	COM	705573103	2,855	96,825	SH		SOLE		96,825	0	0
Performance Food Group	COM	71377a103	2,728	110,000	SH		SOLE		110,000	0	0
Perkinelmer Inc	COM	714046109	11,509	205,109	SH		SOLE		205,109	0	0
Philip Morris International In	COM	718172109	360	3,700	SH		SOLE		3,700	0	0
Polaris Industries Inc	COM	731068102	14,343	185,210	SH		SOLE		185,210	0	0
Power Solutions International	COM	73933g202	385	37,525	SH		SOLE		37,525	0	0
PRA Group Inc	COM	69354n106	2,930	84,835	SH		SOLE		84,835	0	0
PRA Health Sciences Inc	COM	69354m108	3,547	62,775	SH		SOLE		62,775	0	0
Price T Rowe Group Inc	COM	74144t108	33,574	504,872	SH		SOLE		504,872	0	0
Pricesmart Inc	COM	741511109	327	3,900	SH		SOLE		3,900	0	0
Proto Labs Inc	COM	743713109	2,816	47,000	SH		SOLE		47,000	0	0
Prudential Plc	COM	74435k204	21,907	613,465	SH		SOLE		613,465	0	0
Pulte Group Inc	COM	745867101	14,656	731,330	SH		SOLE		731,330	0	0
PVH Corp	COM	693656100	9,188	83,145	SH		SOLE		83,145	0	0
Qiagen N V	COM	n72482107	285	10,386	SH		SOLE		10,386	0	0
Radiant Logistics Inc	COM	75025x100	738	259,900	SH		SOLE		259,900	0	0
Range Res Corp	COM	75281a109	14,900	384,529	SH		SOLE		384,529	0	0
Reckitt Benckiser Group PLC	COM	756255204	2,466	130,637	SH		SOLE		130,637	0	0
Rice Energy Inc	COM	762760106	14,823	567,707	SH		SOLE		567,707	0	0
Robert Half International Inc	COM	770323103	16,111	425,549	SH		SOLE		425,549	0	0
Roche Holding Ltd - ADR	COM	771195104	2,939	94,575	SH		SOLE		94,575	0	0
Royal Caribbean Cruises Ltd	COM	v7780t103	20,674	275,831	SH		SOLE		275,831	0	0
Royal Dutch Shell Plc	COM	780259107	23,027	435,878	SH		SOLE		435,878	0	0
RPC Inc	COM	749660106	24,348	1,449,265	SH		SOLE		1,449,265	0	0
Ryanair Holdings plc	COM	783513203	25,734	342,985	SH		SOLE		342,985	0	0
S&P Global Inc.	COM	78409v104	277	2,189	SH		SOLE		2,189	0	0
SABMiller Plc	COM	78572m105	1,795	30,735	SH		SOLE		30,735	0	0
Sandvik AB	COM	800212201	2,760	250,591	SH		SOLE		250,591	0	0
Sanofi-Aventis - ADR	COM	80105n105	428	11,200	SH		SOLE		11,200	0	0
SAP SE	COM	803054204	22,468	245,790	SH		SOLE		245,790	0	0
SCHLUMBERGER LTD COM	COM	806857108	15,706	199,717	SH		SOLE		199,717	0	0
Science Applications Inte	COM	808625107	18,256	263,166	SH		SOLE		263,166	0	0
Semtech Corp	COM	816850101	3,836	138,350	SH		SOLE		138,350	0	0
Senior Housing Properties Trus	COM	81721m109	42,087	1,853,254	SH		SOLE		1,853,254	0	0
Siemens AG - ADR	COM	826197501	2,548	21,758	SH		SOLE		21,758	0	0
Silver Wheaton Corp	COM	828336107	9,466	350,219	SH		SOLE		350,219	0	0
Singapore Telecommunications L	COM	82929r304	5,736	197,003	SH		SOLE		197,003	0	0
Six Flags Entertainment Corp	COM	83001a102	299	5,579	SH		SOLE		5,579	0	0
Skechers U S A Inc	COM	830566105	13,856	605,064	SH		SOLE		605,064	0	0
Skf AB	COM	784375404	26,256	1,518,812	SH		SOLE		1,518,812	0	0
Skyworks Solutions Inc	COM	83088m102	13,334	175,119	SH		SOLE		175,119	0	0
Southwest Airlines Co	COM	844741108	32,676	840,226	SH		SOLE		840,226	0	0
Spectrum Brands Holdings Inc	COM	84763r101	337	2,448	SH		SOLE		2,448	0	0
Spirit Airlines Inc.	COM	848577102	16,778	394,495	SH		SOLE		394,495	0	0
SS&C Technologies Holdings Inc	COM	78467j100	278	8,656	SH		SOLE		8,656	0	0
Steel Dynamics Inc	COM	858119100	9,111	364,603	SH		SOLE		364,603	0	0
Stratasys Ltd Ord	COM	m85548101	1,680	69,720	SH		SOLE		69,720	0	0
Supernus Pharmaceuticals Inc	COM	868459108	4,270	172,650	SH		SOLE		172,650	0	0
Svenska Cellulosa Aktiebolag	COM	869587402	1,918	64,493	SH		SOLE		64,493	0	0
Sysmex Corp	COM	87184p109	2,363	64,323	SH		SOLE		64,323	0	0
Taiwan Semiconductor Manufactu	COM	874039100	4,970	162,477	SH		SOLE		162,477	0	0
Take-Two Interactive Software	COM	874054109	9,204	204,178	SH		SOLE		204,178	0	0
TE Connectivity Ltd.	COM	h84989104	224	3,485	SH		SOLE		3,485	0	0
Team Health Holdings Inc	COM	87817a107	3,693	113,425	SH		SOLE		113,425	0	0
Teledyne Technologies Inc	COM	879360105	4,072	37,725	SH		SOLE		37,725	0	0
Tenneco Inc	COM	880349105	16,460	282,472	SH		SOLE		282,472	0	0
Texas Roadhouse Inc Common Sto	COM	882681109	10,343	265,001	SH		SOLE		265,001	0	0
Textron Inc	COM	883203101	21,611	543,683	SH		SOLE		543,683	0	0
Thor Industries Inc	COM	885160101	55,411	654,200	SH		SOLE		654,200	0	0
Tokyo Electron Ltd-Unsp	COM	889110102	2,681	122,314	SH		SOLE		122,314	0	0
TopBuild Corp	COM	89055f103	291	8,764	SH		SOLE		8,764	0	0
Toyota Motor Corp - ADR	COM	892331307	248	2,140	SH		SOLE		2,140	0	0
Triumph Group Inc New	COM	896818101	954	34,220	SH		SOLE		34,220	0	0
Tyson Foods Inc	COM	902494103	20,585	275,685	SH		SOLE		275,685	0	0
U S Physical Therapy Inc	COM	90337l108	4,641	74,020	SH		SOLE		74,020	0	0
Ulta Salon Cosmetics & Fragran	COM	90384s303	12,503	52,539	SH		SOLE		52,539	0	0
Unilever Plc	COM	904767704	329	6,936	SH		SOLE		6,936	0	0
United Rentals Inc	COM	911363109	22,011	280,425	SH		SOLE		280,425	0	0
UNUM GROUP	COM	91529y106	15,898	450,244	SH		SOLE		450,244	0	0
US Silica Holdings Inc	COM	90346e103	34,641	743,998	SH		SOLE		743,998	0	0
Vail Resorts Inc	COM	91879q109	20,890	133,159	SH		SOLE		133,159	0	0
Varian Med Sys Inc	COM	92220p105	228	2,287	SH		SOLE		2,287	0	0
Vascular Solutions Inc	COM	92231m109	2,519	52,225	SH		SOLE		52,225	0	0
Veeco Instruments Inc	COM	922417100	2,760	140,600	SH		SOLE		140,600	0	0
Virtusa Corp	COM	92827p102	1,709	69,250	SH		SOLE		69,250	0	0
Volkswagen ag	COM	928662303	3,367	115,992	SH		SOLE		115,992	0	0
Vulcan Materials Co	COM	929160109	13,181	115,900	SH		SOLE		115,900	0	0
Wabtec Corp	COM	929740108	296	3,621	SH		SOLE		3,621	0	0
WageWorks Inc	COM	930427109	2,342	38,450	SH		SOLE		38,450	0	0
Wal-Mart de Mexico SAB de CV -	COM	93114w107	19,752	900,536	SH		SOLE		900,536	0	0
Walgreens Boots Alliance	COM	931427108	456	5,661	SH		SOLE		5,661	0	0
WCI Communities Inc	COM	92923c807	3,520	148,400	SH		SOLE		148,400	0	0
Western Digital Corp	COM	958102105	23,107	395,199	SH		SOLE		395,199	0	0
Westlake Chemical Corp	COM	960413102	17,249	322,414	SH		SOLE		322,414	0	0
White Mountains Insurance Grou	COM	g9618e107	27,041	32,579	SH		SOLE		32,579	0	0
Woodside Petroleum Ltd	COM	980228308	2,637	120,415	SH		SOLE		120,415	0	0
WPP Plc	COM	92937a102	2,461	20,905	SH		SOLE		20,905	0	0
Xcel Energy Inc	COM	98389b100	18,271	444,109	SH		SOLE		444,109	0	0
XL Group Ltd	COM	g98294104	19,384	576,376	SH		SOLE		576,376	0	0
Xylem Inc	COM	98419m100	27,492	524,164	SH		SOLE		524,164	0	0
Zebra Technologies Corp	COM	989207105	231	3,312	SH		SOLE		3,312	0	0
Zoetis Inc	COM	98978v103	213	4,086	SH		SOLE		4,086	0	0
Bancolombia S A $1.526 PFD	PFD	05968l102	31,624	810,034	SH		SOLE		810,034	0	0
Henkel AG & Co KGaA (PFD) ADR	PFD	42550u208	22,877	168,240	SH		SOLE		168,240	0	0