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
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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	2,636	29,009	SH		SOLE		29,009	0	0
ABB Ltd	COM	000375204	2,456	116,568	SH		SOLE		116,568	0	0
Abbott Laboratories	COM	002824100	714	18,600	SH		SOLE		18,600	0	0
Abiomed Inc	COM	003654100	57,510	510,380	SH		SOLE		510,380	0	0
Acorda Therapeutics Inc	COM	00484m106	915	48,675	SH		SOLE		48,675	0	0
Activision Blizzard Inc	COM	00507v109	9,111	252,306	SH		SOLE		252,306	0	0
Acuity Brands Inc	COM	00508y102	16,382	70,961	SH		SOLE		70,961	0	0
Acxiom Corp	COM	005125109	931	34,750	SH		SOLE		34,750	0	0
Adecco Group AG	COM	006754204	3,161	96,407	SH		SOLE		96,407	0	0
Adtran Inc	COM	00738a106	1,874	83,850	SH		SOLE		83,850	0	0
Advanced Disposal Services Inc	COM	00790x101	288	12,939	SH		SOLE		12,939	0	0
Aegion Corporation	COM	00770f104	3,306	139,500	SH		SOLE		139,500	0	0
Affiliated Managers Group Inc	COM	008252108	10,409	71,637	SH		SOLE		71,637	0	0
AFLAC Inc	COM	001055102	29,607	425,395	SH		SOLE		425,395	0	0
Air Liquide-Unsponsored ADR	COM	009126202	2,774	124,470	SH		SOLE		124,470	0	0
Air Methods Corp	COM	009128307	2,396	75,225	SH		SOLE		75,225	0	0
Akorn Inc	COM	009728106	3,650	167,224	SH		SOLE		167,224	0	0
Alaska Air Group Inc	COM	011659109	31,836	358,794	SH		SOLE		358,794	0	0
Albany International Corp	COM	012348108	2,353	50,825	SH		SOLE		50,825	0	0
Albemarle Corp	COM	012653101	23,591	274,054	SH		SOLE		274,054	0	0
Alkermes Plc	COM	g01767105	14,150	254,590	SH		SOLE		254,590	0	0
Allergan PLC	COM	g0177j108	509	2,424	SH		SOLE		2,424	0	0
Allianz SE - ADR	COM	018805101	27,546	1,663,441	SH		SOLE		1,663,441	0	0
Ambarella Inc Ord	COM	g037ax101	12,031	222,259	SH		SOLE		222,259	0	0
AMC Entertainment Hlds-Cl A	COM	00165c104	243	7,232	SH		SOLE		7,232	0	0
Amerco	COM	023586100	17,285	46,768	SH		SOLE		46,768	0	0
American Eagle Outfitters Inc	COM	02553e106	18,836	1,241,667	SH		SOLE		1,241,667	0	0
American Sts Wtr CO	COM	029899101	17,287	379,436	SH		SOLE		379,436	0	0
American Water Works Co Inc	COM	030420103	27,339	377,814	SH		SOLE		377,814	0	0
AMN Healthcare Services Inc	COM	001744101	1,395	36,275	SH		SOLE		36,275	0	0
Anadarko Pete Corp	COM	032511107	301	4,318	SH		SOLE		4,318	0	0
Apache Corp	COM	037411105	427	6,721	SH		SOLE		6,721	0	0
Apple Inc	COM	037833100	255	2,205	SH		SOLE		2,205	0	0
Applied Materials Inc	COM	038222105	8,591	266,213	SH		SOLE		266,213	0	0
Arch Capital Group Ltd	COM	g0450a105	25,585	296,497	SH		SOLE		296,497	0	0
Arista Networks Inc	COM	040413106	29,628	306,166	SH		SOLE		306,166	0	0
Astellas Pharma Inc	COM	04623u102	2,804	201,453	SH		SOLE		201,453	0	0
Atmos Energy Corp	COM	049560105	93,486	1,260,771	SH		SOLE		1,260,771	0	0
AXA Group S A - ADR	COM	054536107	3,240	128,073	SH		SOLE		128,073	0	0
Axis Capital Holdings Limited	COM	g0692u109	24,967	382,513	SH		SOLE		382,513	0	0
Balchem Corporation	COM	057665200	4,620	55,053	SH		SOLE		55,053	0	0
Banco Bilbao Vizcaya Argentari	COM	05946k101	3,153	465,737	SH		SOLE		465,737	0	0
BASF SE	COM	055262505	2,596	27,875	SH		SOLE		27,875	0	0
BELDEN INC.	COM	077454106	231	3,088	SH		SOLE		3,088	0	0
Berry Plastics Group Inc	COM	08579w103	284	5,830	SH		SOLE		5,830	0	0
BHP Billiton Ltd	COM	088606108	14,437	403,503	SH		SOLE		403,503	0	0
Big Lots Inc	COM	089302103	19,793	394,208	SH		SOLE		394,208	0	0
Biomarin Pharmaceutical Inc	COM	09061g101	9,743	117,611	SH		SOLE		117,611	0	0
BNP Paribas SA	COM	05565a202	3,279	102,671	SH		SOLE		102,671	0	0
Boyd Gaming Corp	COM	103304101	209	10,360	SH		SOLE		10,360	0	0
Broadcom Ltd.	COM	y09827109	1,033	5,842	SH		SOLE		5,842	0	0
BroadSoft Inc	COM	11133b409	6,247	151,450	SH		SOLE		151,450	0	0
Bruker Corporation	COM	116794108	3,636	171,675	SH		SOLE		171,675	0	0
Brunswick Corp	COM	117043109	15,322	280,940	SH		SOLE		280,940	0	0
Builders Firstsource Inc	COM	12008r107	165	15,020	SH		SOLE		15,020	0	0
BWX Technologies Inc	COM	05605h100	21,444	540,145	SH		SOLE		540,145	0	0
Camping World Holdings Inc	COM	13462k109	1,009	30,963	SH		SOLE		30,963	0	0
CareTrust Reit	COM	14174t107	1,599	104,400	SH		SOLE		104,400	0	0
Carpenter Technology Corp	COM	144285103	1,169	32,321	SH		SOLE		32,321	0	0
Carrefour SA	COM	144430204	2,954	613,133	SH		SOLE		613,133	0	0
Casey's General Stores Inc	COM	147528103	10,310	86,724	SH		SOLE		86,724	0	0
CBOE Holdings Inc	COM	12503m108	19,437	263,056	SH		SOLE		263,056	0	0
Celanese Corp	COM	150870103	22,967	291,686	SH		SOLE		291,686	0	0
Chart Industries Inc	COM	16115q308	1,631	45,275	SH		SOLE		45,275	0	0
Cheesecake Factory Inc	COM	163072101	25,067	418,615	SH		SOLE		418,615	0	0
Chevron Corp	COM	166764100	247	2,100	SH		SOLE		2,100	0	0
Citizens Financial Group	COM	174610105	123,666	3,470,834	SH		SOLE		3,470,834	0	0
Clorox Co Del	COM	189054109	15,058	125,464	SH		SOLE		125,464	0	0
CME Group Inc	COM	12572q105	266	2,308	SH		SOLE		2,308	0	0
CNO Financial Group Inc	COM	12621e103	4,062	212,100	SH		SOLE		212,100	0	0
Coca-Cola HBC AG	COM	191223205	2,393	111,427	SH		SOLE		111,427	0	0
Cognex Corp	COM	192422103	3,660	57,536	SH		SOLE		57,536	0	0
Cohen & Steers Inc	COM	19247a100	3,859	114,851	SH		SOLE		114,851	0	0
Comcast Corp New	COM	20030n101	288	4,172	SH		SOLE		4,172	0	0
Comerica Inc	COM	200340107	36,894	541,677	SH		SOLE		541,677	0	0
Compass Group Plc	COM	20449x302	2,753	148,416	SH		SOLE		148,416	0	0
Computer Sciences Corp	COM	205363104	91,092	1,533,017	SH		SOLE		1,533,017	0	0
Conagra Foods Inc	COM	205887102	19,794	500,490	SH		SOLE		500,490	0	0
Continental ag	COM	210771200	3,475	89,682	SH		SOLE		89,682	0	0
Cooper Cos Inc	COM	216648402	16,016	91,559	SH		SOLE		91,559	0	0
Cracker Barrel Old Country Sto	COM	22410j106	6,479	38,800	SH		SOLE		38,800	0	0
Credicorp Ltd	COM	g2519y108	28,576	181,024	SH		SOLE		181,024	0	0
CSL Limited Sponsored ADR	COM	12637n204	2,309	63,509	SH		SOLE		63,509	0	0
CSRA Inc	COM	12650t104	44,020	1,382,537	SH		SOLE		1,382,537	0	0
Cynosure Inc	COM	232577205	5,815	127,525	SH		SOLE		127,525	0	0
D R Horton Inc	COM	23331a109	11,931	436,546	SH		SOLE		436,546	0	0
Darden Restaurants Inc	COM	237194105	25,760	354,234	SH		SOLE		354,234	0	0
Dassault Sys S A - ADR	COM	237545108	1,611	21,105	SH		SOLE		21,105	0	0
Davita Inc	COM	23918k108	10,358	161,345	SH		SOLE		161,345	0	0
Descartes Sys Group Inc	COM	249906108	2,410	112,600	SH		SOLE		112,600	0	0
Diageo Plc	COM	25243q205	21,379	205,690	SH		SOLE		205,690	0	0
DISH Network Corp	COM	25470m109	32,942	568,658	SH		SOLE		568,658	0	0
DST Systems Inc	COM	233326107	4,228	39,458	SH		SOLE		39,458	0	0
Dycom Inds Inc	COM	267475101	4,949	61,638	SH		SOLE		61,638	0	0
Edwards Lifesciences Corp	COM	28176e108	17,556	187,362	SH		SOLE		187,362	0	0
Electronic Arts Inc	COM	285512109	13,651	173,324	SH		SOLE		173,324	0	0
Electronics for Imaging Inc	COM	286082102	3,500	79,800	SH		SOLE		79,800	0	0
Ellie Mae Inc	COM	28849p100	4,741	56,653	SH		SOLE		56,653	0	0
Enbridge Inc	COM	29250n105	19,308	458,403	SH		SOLE		458,403	0	0
Envestnet Inc	COM	29404k106	2,929	83,100	SH		SOLE		83,100	0	0
Eplus Inc	COM	294268107	5,509	47,825	SH		SOLE		47,825	0	0
EPR Properties	COM	26884u109	44,862	625,075	SH		SOLE		625,075	0	0
Euronet Worldwide Inc	COM	298736109	255	3,515	SH		SOLE		3,515	0	0
Expedia Inc	COM	30212p303	16,060	141,776	SH		SOLE		141,776	0	0
Fanuc Corporation - Unsp ADR	COM	307305102	1,697	99,878	SH		SOLE		99,878	0	0
Financial Engines Inc	COM	317485100	1,188	32,325	SH		SOLE		32,325	0	0
First Hawaiian Inc	COM	32051x108	228	6,553	SH		SOLE		6,553	0	0
Fiserv Inc	COM	337738108	18,237	171,598	SH		SOLE		171,598	0	0
Flir Sys Inc	COM	302445101	7,005	193,569	SH		SOLE		193,569	0	0
FMC Technologies Inc	COM	30249u101	33,922	954,751	SH		SOLE		954,751	0	0
Fomento Economico Mexicano SAB	COM	344419106	1,132	14,860	SH		SOLE		14,860	0	0
Foot Locker Inc	COM	344849104	5,510	77,720	SH		SOLE		77,720	0	0
Frank's International N.V	COM	n33462107	345	28,000	SH		SOLE		28,000	0	0
Fresenius SE & Co	COM	35804m105	2,270	115,931	SH		SOLE		115,931	0	0
Fuji Heavy Inds Ltd	COM	359556206	3,508	171,505	SH		SOLE		171,505	0	0
G-iii Apparel Group Ltd	COM	36237h101	1,706	57,700	SH		SOLE		57,700	0	0
Gemalto NV	COM	36863n208	2,755	95,107	SH		SOLE		95,107	0	0
General Electric Co	COM	369604103	242	7,652	SH		SOLE		7,652	0	0
Genomic Health Inc	COM	37244c101	2,062	70,150	SH		SOLE		70,150	0	0
Geospace Technologies Corp	COM	37364x109	1,221	59,960	SH		SOLE		59,960	0	0
Gildan Activewear Inc	COM	375916103	516	20,345	SH		SOLE		20,345	0	0
Givaudan SA	COM	37636p108	2,351	64,029	SH		SOLE		64,029	0	0
Grupo Financiero Banorte SAB d	COM	40052p107	3,207	129,439	SH		SOLE		129,439	0	0
Gulfport Energy Corp	COM	402635304	5,187	239,714	SH		SOLE		239,714	0	0
Harris Corp Del	COM	413875105	27,216	265,597	SH		SOLE		265,597	0	0
HDFC Bank Ltd	COM	40415f101	607	10,000	SH		SOLE		10,000	0	0
Healthcare Services Group Inc	COM	421906108	2,195	56,050	SH		SOLE		56,050	0	0
HealthEquity	COM	42226a107	3,312	81,748	SH		SOLE		81,748	0	0
Hexcel Corp New	COM	428291108	16,850	327,567	SH		SOLE		327,567	0	0
Hilltop Holdings Inc	COM	432748101	3,561	119,500	SH		SOLE		119,500	0	0
HMS Hldgs Corp	COM	40425j101	1,672	92,050	SH		SOLE		92,050	0	0
Hologic Inc	COM	436440101	15,966	397,952	SH		SOLE		397,952	0	0
Home Depot Inc	COM	437076102	216	1,612	SH		SOLE		1,612	0	0
Hormel Foods Corp	COM	440452100	21,918	629,645	SH		SOLE		629,645	0	0
Host Hotels & Resorts Inc	COM	44107p104	27,934	1,482,683	SH		SOLE		1,482,683	0	0
Humana Inc	COM	444859102	27,927	136,878	SH		SOLE		136,878	0	0
Huntington Ingalls Inds Inc	COM	446413106	24,625	133,692	SH		SOLE		133,692	0	0
Icu Med Inc	COM	44930g107	6,206	42,120	SH		SOLE		42,120	0	0
Ii VI Inc	COM	902104108	5,499	185,450	SH		SOLE		185,450	0	0
Impax Laboratories Inc	COM	45256b101	1,370	103,375	SH		SOLE		103,375	0	0
Imperial Oil Ltd	COM	453038408	17,815	512,509	SH		SOLE		512,509	0	0
Incyte Corp	COM	45337c102	14,132	140,935	SH		SOLE		140,935	0	0
Insperity Inc	COM	45778q107	1,985	27,975	SH		SOLE		27,975	0	0
Installed Building Products	COM	45780r101	2,230	54,000	SH		SOLE		54,000	0	0
InterActiveCorp	COM	44919p508	11,299	174,396	SH		SOLE		174,396	0	0
Intesa Sanpaolo	COM	46115h107	157	10,254	SH		SOLE		10,254	0	0
InvenSense Inc	COM	46123d205	2,615	204,425	SH		SOLE		204,425	0	0
Ionis Pharmaceuticals Inc	COM	462222100	20,311	424,646	SH		SOLE		424,646	0	0
iRobot Corporation	COM	462726100	6,048	103,475	SH		SOLE		103,475	0	0
J2 Global Inc	COM	48123v102	5,949	72,725	SH		SOLE		72,725	0	0
Jack Henry & Assoc Inc	COM	426281101	11,925	134,325	SH		SOLE		134,325	0	0
Japan Tobacco Inc - Unspon ADR	COM	471105205	2,214	134,368	SH		SOLE		134,368	0	0
JGC Corp	COM	466140100	2,105	57,783	SH		SOLE		57,783	0	0
JM Smucker Co	COM	832696405	11,135	86,948	SH		SOLE		86,948	0	0
Kao Corp	COM	485537302	683	14,379	SH		SOLE		14,379	0	0
Keycorp New	COM	493267108	33,728	1,846,076	SH		SOLE		1,846,076	0	0
Komatsu Ltd	COM	500458401	2,155	94,939	SH		SOLE		94,939	0	0
Kroger CO	COM	501044101	20,692	599,586	SH		SOLE		599,586	0	0
Kubota Corp	COM	501173207	2,495	34,880	SH		SOLE		34,880	0	0
L'Oreal Co SA	COM	502117203	2,049	56,020	SH		SOLE		56,020	0	0
Lam Research Corp	COM	512807108	17,153	162,234	SH		SOLE		162,234	0	0
Lamar Advertising Co	COM	512816109	40,135	596,894	SH		SOLE		596,894	0	0
Lear Corp	COM	521865204	17,149	129,556	SH		SOLE		129,556	0	0
Lending Tree Inc	COM	52603b107	5,080	50,125	SH		SOLE		50,125	0	0
Lincoln National Corp	COM	534187109	25,944	391,486	SH		SOLE		391,486	0	0
Lindblad Expeditions Holding	COM	535219109	1,488	157,450	SH		SOLE		157,450	0	0
Lions Gate Entertainment	COM	535919500	237	9,673	SH		SOLE		9,673	0	0
Lkq Corp	COM	501889208	301	9,830	SH		SOLE		9,830	0	0
Macquarie Bank Ltd	COM	55607p204	2,342	37,132	SH		SOLE		37,132	0	0
Magna International Inc	COM	559222401	33,980	782,939	SH		SOLE		782,939	0	0
Manitowoc Foodservice Inc	COM	563568104	267	13,817	SH		SOLE		13,817	0	0
Manpower Inc	COM	56418h100	18,975	213,511	SH		SOLE		213,511	0	0
MarketAxess Holdings Inc	COM	57060d108	14,700	100,056	SH		SOLE		100,056	0	0
Martin Marietta Materials Inc	COM	573284106	24,829	112,080	SH		SOLE		112,080	0	0
Masco Corp	COM	574599106	13,612	430,476	SH		SOLE		430,476	0	0
Match Group Inc	COM	57665r106	14,196	830,191	SH		SOLE		830,191	0	0
Mettler Toledo International	COM	592688105	22,061	52,708	SH		SOLE		52,708	0	0
MGP Ingredients Inc.	COM	55303j106	365	7,311	SH		SOLE		7,311	0	0
Micron Technology Inc	COM	595112103	15,485	706,436	SH		SOLE		706,436	0	0
Microsemi Corp	COM	595137100	306	5,665	SH		SOLE		5,665	0	0
Mohawk Inds Inc	COM	608190104	5,172	25,902	SH		SOLE		25,902	0	0
Molina Healthcare Inc	COM	60855r100	13,050	240,509	SH		SOLE		240,509	0	0
Molson Coors Brewing Co	COM	60871r209	239	2,452	SH		SOLE		2,452	0	0
Monotype Imaging Holdings Inc	COM	61022p100	2,975	149,875	SH		SOLE		149,875	0	0
Monro Muffler Brake Inc	COM	610236101	5,613	98,125	SH		SOLE		98,125	0	0
Monster Beverage Corp	COM	61174x109	16,012	361,118	SH		SOLE		361,118	0	0
MTN Group Ltd	COM	62474m108	2,465	267,143	SH		SOLE		267,143	0	0
Muenchener Rueckversicherungs-	COM	626188106	3,345	176,547	SH		SOLE		176,547	0	0
Nasdaq Inc	COM	631103108	296	4,416	SH		SOLE		4,416	0	0
National Retail Properties Inc	COM	637417106	18,915	427,930	SH		SOLE		427,930	0	0
Nestle S A	COM	641069406	22,480	312,766	SH		SOLE		312,766	0	0
Newell Brands Inc	COM	651229106	339	7,590	SH		SOLE		7,590	0	0
Newmont Mining Corp	COM	651639106	24,578	721,396	SH		SOLE		721,396	0	0
Nitto Denko Corp	COM	654802206	2,427	63,113	SH		SOLE		63,113	0	0
Norfolk Southern Corp	COM	655844108	19,616	181,514	SH		SOLE		181,514	0	0
Novartis AG - ADR	COM	66987v109	19,375	265,997	SH		SOLE		265,997	0	0
Novo Nordisk A/S - ADR	COM	670100205	23,102	644,217	SH		SOLE		644,217	0	0
NuVasive Inc	COM	670704105	18,511	274,802	SH		SOLE		274,802	0	0
Nvidia Corp	COM	67066g104	69,716	653,140	SH		SOLE		653,140	0	0
Nvr Inc	COM	62944t105	5,027	3,012	SH		SOLE		3,012	0	0
NXP Semiconductors NV	COM	n6596x109	22,062	225,097	SH		SOLE		225,097	0	0
Oceaneering Intl Inc	COM	675232102	17,978	637,280	SH		SOLE		637,280	0	0
Old Dominion Fght Lines Inc	COM	679580100	8,037	93,679	SH		SOLE		93,679	0	0
Omega Healthcare Investors Inc	COM	681936100	13,120	419,703	SH		SOLE		419,703	0	0
Omnicell Inc	COM	68213n109	5,299	156,300	SH		SOLE		156,300	0	0
ON Semiconductor Corp	COM	682189105	450	35,255	SH		SOLE		35,255	0	0
One Gas Inc	COM	68235p108	17,531	274,095	SH		SOLE		274,095	0	0
Orbital ATK Inc	COM	68557n103	11,063	126,100	SH		SOLE		126,100	0	0
Orix Corp	COM	686330101	2,942	37,802	SH		SOLE		37,802	0	0
Outfront Media Inc	COM	69007j106	40,646	1,634,357	SH		SOLE		1,634,357	0	0
Palo Alto Networks Inc	COM	697435105	14,677	117,371	SH		SOLE		117,371	0	0
Pandora A/S-UNSP ADR	COM	698341104	2,868	87,517	SH		SOLE		87,517	0	0
Panera Bread CO	COM	69840w108	16,011	78,066	SH		SOLE		78,066	0	0
Parker Hannifin Corp	COM	701094104	8,539	60,994	SH		SOLE		60,994	0	0
Parsley Energy Inc	COM	701877102	20,091	570,121	SH		SOLE		570,121	0	0
Patterson Uti Energy Inc	COM	703481101	29,322	1,089,222	SH		SOLE		1,089,222	0	0
Pegasystems Inc	COM	705573103	3,495	97,075	SH		SOLE		97,075	0	0
Performance Food Group	COM	71377a103	3,566	148,575	SH		SOLE		148,575	0	0
Perkinelmer Inc	COM	714046109	2,630	50,428	SH		SOLE		50,428	0	0
Philip Morris International In	COM	718172109	385	4,207	SH		SOLE		4,207	0	0
Pioneer Natural Resources Co	COM	723787107	4,901	27,219	SH		SOLE		27,219	0	0
Polaris Industries Inc	COM	731068102	12,037	146,092	SH		SOLE		146,092	0	0
PRA Group Inc	COM	69354n106	3,327	85,085	SH		SOLE		85,085	0	0
PRA Health Sciences Inc	COM	69354m108	3,471	62,975	SH		SOLE		62,975	0	0
Price T Rowe Group Inc	COM	74144t108	16,635	221,029	SH		SOLE		221,029	0	0
Pricesmart Inc	COM	741511109	610	7,300	SH		SOLE		7,300	0	0
Proto Labs Inc	COM	743713109	2,849	55,475	SH		SOLE		55,475	0	0
Prudential Plc	COM	74435k204	16,641	418,233	SH		SOLE		418,233	0	0
Pulte Group Inc	COM	745867101	8,188	445,509	SH		SOLE		445,509	0	0
PVH Corp	COM	693656100	6,433	71,290	SH		SOLE		71,290	0	0
Qiagen N V	COM	n72482107	295	10,523	SH		SOLE		10,523	0	0
QTS Realty Trust Inc	COM	74736a103	1,728	34,800	SH		SOLE		34,800	0	0
Radiant Logistics Inc	COM	75025x100	1,014	259,900	SH		SOLE		259,900	0	0
Range Res Corp	COM	75281a109	12,794	372,363	SH		SOLE		372,363	0	0
Reckitt Benckiser Group PLC	COM	756255204	2,404	141,284	SH		SOLE		141,284	0	0
Robert Half International Inc	COM	770323103	19,663	403,095	SH		SOLE		403,095	0	0
Roche Holding Ltd - ADR	COM	771195104	2,603	90,982	SH		SOLE		90,982	0	0
Royal Caribbean Cruises Ltd	COM	v7780t103	26,197	319,321	SH		SOLE		319,321	0	0
Royal Dutch Shell Plc	COM	780259107	22,078	380,844	SH		SOLE		380,844	0	0
RPC Inc	COM	749660106	22,537	1,137,679	SH		SOLE		1,137,679	0	0
Ryanair Holdings plc	COM	783513203	24,312	291,998	SH		SOLE		291,998	0	0
S&P Global Inc.	COM	78409v104	13,325	123,912	SH		SOLE		123,912	0	0
Sandvik AB	COM	800212201	2,215	178,582	SH		SOLE		178,582	0	0
Sanofi-Aventis - ADR	COM	80105n105	522	12,900	SH		SOLE		12,900	0	0
SAP SE	COM	803054204	20,602	238,364	SH		SOLE		238,364	0	0
Schlumberger Ltd	COM	806857108	11,611	138,303	SH		SOLE		138,303	0	0
Science Applications Inte	COM	808625107	19,572	230,807	SH		SOLE		230,807	0	0
Semtech Corp	COM	816850101	4,365	138,350	SH		SOLE		138,350	0	0
Senior Housing Properties Trus	COM	81721m109	31,951	1,687,835	SH		SOLE		1,687,835	0	0
Siemens AG - ADR	COM	826197501	2,997	24,325	SH		SOLE		24,325	0	0
Silver Wheaton Corp	COM	828336107	2,652	137,274	SH		SOLE		137,274	0	0
Singapore Telecommunications L	COM	82929r304	5,138	203,374	SH		SOLE		203,374	0	0
Six Flags Entertainment Corp	COM	83001a102	314	5,240	SH		SOLE		5,240	0	0
Skechers U S A Inc	COM	830566105	14,679	597,185	SH		SOLE		597,185	0	0
Skf AB	COM	784375404	22,763	1,233,874	SH		SOLE		1,233,874	0	0
Skyworks Solutions Inc	COM	83088m102	12,854	172,172	SH		SOLE		172,172	0	0
Southwest Airlines Co	COM	844741108	40,082	804,214	SH		SOLE		804,214	0	0
Spirit Airlines Inc.	COM	848577102	20,705	357,846	SH		SOLE		357,846	0	0
Steel Dynamics Inc	COM	858119100	13,112	368,509	SH		SOLE		368,509	0	0
Stratasys Ltd Ord	COM	m85548101	1,153	69,720	SH		SOLE		69,720	0	0
Supernus Pharmaceuticals Inc	COM	868459108	4,366	172,900	SH		SOLE		172,900	0	0
Svenska Cellulosa Aktiebolag	COM	869587402	2,602	91,860	SH		SOLE		91,860	0	0
Sysmex Corp	COM	87184p109	2,288	78,845	SH		SOLE		78,845	0	0
Taiwan Semiconductor Manufactu	COM	874039100	5,497	191,192	SH		SOLE		191,192	0	0
Take-Two Interactive Software	COM	874054109	12,466	252,912	SH		SOLE		252,912	0	0
TE Connectivity Ltd.	COM	h84989104	200	2,891	SH		SOLE		2,891	0	0
Team Health Holdings Inc	COM	87817a107	3,413	78,550	SH		SOLE		78,550	0	0
Teledyne Technologies Inc	COM	879360105	4,640	37,725	SH		SOLE		37,725	0	0
Tenneco Inc	COM	880349105	14,618	233,993	SH		SOLE		233,993	0	0
Texas Roadhouse Inc Common Sto	COM	882681109	15,699	325,438	SH		SOLE		325,438	0	0
Textron Inc	COM	883203101	23,718	488,423	SH		SOLE		488,423	0	0
Thor Industries Inc	COM	885160101	61,983	619,521	SH		SOLE		619,521	0	0
Tokyo Electron Ltd-Unsp	COM	889110102	2,477	104,646	SH		SOLE		104,646	0	0
Total S A	COM	89151e109	2,667	52,325	SH		SOLE		52,325	0	0
Toyota Motor Corp - ADR	COM	892331307	251	2,140	SH		SOLE		2,140	0	0
Trimble Inc	COM	896239100	221	7,340	SH		SOLE		7,340	0	0
Triumph Group Inc New	COM	896818101	818	30,875	SH		SOLE		30,875	0	0
Tyson Foods Inc	COM	902494103	13,467	218,333	SH		SOLE		218,333	0	0
U S Physical Therapy Inc	COM	90337l108	5,208	74,195	SH		SOLE		74,195	0	0
Ulta Salon Cosmetics & Fragran	COM	90384s303	5,351	20,991	SH		SOLE		20,991	0	0
Unilever Plc	COM	904767704	238	5,858	SH		SOLE		5,858	0	0
United Rentals Inc	COM	911363109	25,310	239,727	SH		SOLE		239,727	0	0
Universal Health Services Inc	COM	913903100	4,309	40,505	SH		SOLE		40,505	0	0
UNUM GROUP	COM	91529y106	19,596	446,084	SH		SOLE		446,084	0	0
US Silica Holdings Inc	COM	90346e103	29,717	524,298	SH		SOLE		524,298	0	0
Vail Resorts Inc	COM	91879q109	18,741	116,177	SH		SOLE		116,177	0	0
Vascular Solutions Inc	COM	92231m109	2,028	36,150	SH		SOLE		36,150	0	0
Veeco Instruments Inc	COM	922417100	4,107	140,900	SH		SOLE		140,900	0	0
Verizon Communications Inc	COM	92343v104	204	3,828	SH		SOLE		3,828	0	0
Virtusa Corp	COM	92827p102	1,750	69,650	SH		SOLE		69,650	0	0
Volkswagen ag	COM	928662303	3,361	116,513	SH		SOLE		116,513	0	0
Vulcan Materials Co	COM	929160109	17,036	136,121	SH		SOLE		136,121	0	0
Wabtec Corp	COM	929740108	328	3,955	SH		SOLE		3,955	0	0
WageWorks Inc	COM	930427109	2,802	38,650	SH		SOLE		38,650	0	0
Wal-Mart de Mexico SAB de CV -	COM	93114w107	18,965	1,053,127	SH		SOLE		1,053,127	0	0
WCI Communities Inc	COM	92923c807	983	41,900	SH		SOLE		41,900	0	0
Western Digital Corp	COM	958102105	20,227	297,681	SH		SOLE		297,681	0	0
Westlake Chemical Corp	COM	960413102	20,813	371,735	SH		SOLE		371,735	0	0
White Mountains Insurance Grou	COM	g9618e107	26,514	31,713	SH		SOLE		31,713	0	0
Woodside Petroleum Ltd	COM	980228308	2,232	98,904	SH		SOLE		98,904	0	0
WPP Plc	COM	92937a102	2,535	22,908	SH		SOLE		22,908	0	0
Xilinx Inc	COM	983919101	17,485	289,626	SH		SOLE		289,626	0	0
XL Group Ltd	COM	g98294104	21,588	579,397	SH		SOLE		579,397	0	0
Xylem Inc	COM	98419m100	26,070	526,450	SH		SOLE		526,450	0	0
Bancolombia S A $1.526 PFD	PFD	05968l102	28,226	769,524	SH		SOLE		769,524	0	0
Henkel AG & Co KGaA (PFD) ADR	PFD	42550u208	21,997	184,153	SH		SOLE		184,153	0	0