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	1,634	21,377	SH		SOLE		21,377	0	0
ABB Ltd	COM	000375204	2,805	144,416	SH		SOLE		144,416	0	0
Abbott Laboratories	COM	002824100	506	12,100	SH		SOLE		12,100	0	0
Abiomed Inc	COM	003654100	31,262	329,728	SH		SOLE		329,728	0	0
Acorda Therapeutics Inc	COM	00484m106	1,970	74,475	SH		SOLE		74,475	0	0
Activision Blizzard Inc	COM	00507v109	20,801	614,690	SH		SOLE		614,690	0	0
Acuity Brands Inc	COM	00508y102	54,612	250,354	SH		SOLE		250,354	0	0
Acxiom Corp	COM	005125109	740	34,500	SH		SOLE		34,500	0	0
Adecco Group AG	COM	006754204	3,263	99,756	SH		SOLE		99,756	0	0
Adeptus Health Inc-Class A	COM	006855100	1,729	31,123	SH		SOLE		31,123	0	0
Adtran Inc	COM	00738a106	1,687	83,450	SH		SOLE		83,450	0	0
Aegion Corporation	COM	00770f104	2,928	138,850	SH		SOLE		138,850	0	0
Affiliated Managers Group Inc	COM	008252108	16,386	100,899	SH		SOLE		100,899	0	0
AFLAC Inc	COM	001055102	40,345	638,975	SH		SOLE		638,975	0	0
Agnico Eagle Mines Ltd	COM	008474108	26,604	735,732	SH		SOLE		735,732	0	0
Air Liquide-Unsponsored ADR	COM	009126202	2,267	100,576	SH		SOLE		100,576	0	0
Air Methods Corp	COM	009128307	3,541	97,750	SH		SOLE		97,750	0	0
Akorn Inc	COM	009728106	3,408	144,850	SH		SOLE		144,850	0	0
Alaska Air Group Inc	COM	011659109	6,261	76,335	SH		SOLE		76,335	0	0
Allegheny Technologies Inc	COM	01741r102	12,896	791,152	SH		SOLE		791,152	0	0
Allianz SE - ADR	COM	018805101	30,698	1,884,488	SH		SOLE		1,884,488	0	0
Alphabet Inc Class C	COM	02079k107	241	323	SH		SOLE		323	0	0
Ambarella Inc Ord	COM	g037ax101	2,957	66,150	SH		SOLE		66,150	0	0
Amcor Ltd	COM	02341r302	2,296	51,988	SH		SOLE		51,988	0	0
Amerco	COM	023586100	18,019	50,429	SH		SOLE		50,429	0	0
American Eagle Outfitters Inc	COM	02553e106	27,702	1,661,803	SH		SOLE		1,661,803	0	0
American Sts Wtr CO	COM	029899101	15,649	397,594	SH		SOLE		397,594	0	0
American Water Works Co Inc	COM	030420103	27,015	391,921	SH		SOLE		391,921	0	0
Amsurg Corp	COM	03232p405	11,339	151,997	SH		SOLE		151,997	0	0
Anadarko Pete Corp	COM	032511107	220	4,718	SH		SOLE		4,718	0	0
Anheuser-Busch InBev NV	COM	03524a108	206	1,654	SH		SOLE		1,654	0	0
Arch Capital Group Ltd	COM	g0450a105	37,061	521,258	SH		SOLE		521,258	0	0
Astellas Pharma Inc	COM	04623u102	887	66,644	SH		SOLE		66,644	0	0
Atmos Energy Corp	COM	049560105	115,928	1,561,103	SH		SOLE		1,561,103	0	0
Avnet Inc	COM	053807103	7,593	171,401	SH		SOLE		171,401	0	0
AXA Group S A - ADR	COM	054536107	3,327	141,131	SH		SOLE		141,131	0	0
Axis Capital Holdings Limited	COM	g0692u109	22,609	407,667	SH		SOLE		407,667	0	0
Balchem Corporation	COM	057665200	3,907	63,003	SH		SOLE		63,003	0	0
Ball Corp	COM	058498106	282	3,955	SH		SOLE		3,955	0	0
Banco Bilbao Vizcaya Argentari	COM	05946k101	1,502	230,349	SH		SOLE		230,349	0	0
Bank of America Corporation	COM	060505104	178	13,139	SH		SOLE		13,139	0	0
BankUnited Inc	COM	06652k103	32,910	955,589	SH		SOLE		955,589	0	0
BASF SE	COM	055262505	2,730	36,136	SH		SOLE		36,136	0	0
Bayer AG	COM	072730302	28,155	239,182	SH		SOLE		239,182	0	0
BHP Billiton Ltd	COM	088606108	29,886	1,153,905	SH		SOLE		1,153,905	0	0
Big Lots Inc	COM	089302103	20,624	455,383	SH		SOLE		455,383	0	0
Biomarin Pharmaceutical Inc	COM	09061g101	2,787	33,793	SH		SOLE		33,793	0	0
BNP Paribas SA	COM	05565a202	3,141	124,625	SH		SOLE		124,625	0	0
Boston Scientific Corp	COM	101137107	335	17,810	SH		SOLE		17,810	0	0
Broadcom Ltd.	COM	y09827109	8,227	53,252	SH		SOLE		53,252	0	0
Broadridge Financial Solutions	COM	11133t103	14,727	248,310	SH		SOLE		248,310	0	0
BroadSoft Inc	COM	11133b409	6,099	151,150	SH		SOLE		151,150	0	0
Bruker Corporation	COM	116794108	6,684	238,725	SH		SOLE		238,725	0	0
Buckle Inc	COM	118440106	4,418	130,450	SH		SOLE		130,450	0	0
BWX Technologies Inc	COM	05605h100	33,455	996,882	SH		SOLE		996,882	0	0
Canadian Natural Resources Ltd	COM	136385101	30,699	1,136,999	SH		SOLE		1,136,999	0	0
Carpenter Technology Corp	COM	144285103	1,163	33,985	SH		SOLE		33,985	0	0
Carrefour SA	COM	144430204	1,968	354,297	SH		SOLE		354,297	0	0
Casey's General Stores Inc	COM	147528103	6,808	60,077	SH		SOLE		60,077	0	0
CBOE Holdings Inc	COM	12503m108	31,363	480,072	SH		SOLE		480,072	0	0
CBS Corporation	COM	124857202	236	4,281	SH		SOLE		4,281	0	0
Celadon Group Inc	COM	150838100	1,471	140,325	SH		SOLE		140,325	0	0
Celanese Corp	COM	150870103	33,528	511,876	SH		SOLE		511,876	0	0
Centene Corp Del	COM	15135b101	13,799	224,127	SH		SOLE		224,127	0	0
Chart Industries Inc	COM	16115q308	977	44,975	SH		SOLE		44,975	0	0
Chipotle Mexican Grill Inc	COM	169656105	12,331	26,182	SH		SOLE		26,182	0	0
Citizens Financial Group	COM	174610105	56,797	2,711,095	SH		SOLE		2,711,095	0	0
Clorox Co Del	COM	189054109	16,866	133,797	SH		SOLE		133,797	0	0
CME Group Inc	COM	12572q105	204	2,121	SH		SOLE		2,121	0	0
CNO Financial Group Inc	COM	12621e103	3,931	219,368	SH		SOLE		219,368	0	0
Coca-Cola HBC AG	COM	191223205	1,143	54,442	SH		SOLE		54,442	0	0
Cognex Corp	COM	192422103	2,146	55,100	SH		SOLE		55,100	0	0
Cohen & Steers Inc	COM	19247a100	4,166	107,051	SH		SOLE		107,051	0	0
Comcast Corp New	COM	20030n101	299	4,893	SH		SOLE		4,893	0	0
Compass Group Plc	COM	20449x302	2,637	149,406	SH		SOLE		149,406	0	0
Computer Sciences Corp	COM	205363104	56,741	1,649,940	SH		SOLE		1,649,940	0	0
Conagra Foods Inc	COM	205887102	38,301	858,373	SH		SOLE		858,373	0	0
Concho Resources Inc	COM	20605p101	2,681	26,536	SH		SOLE		26,536	0	0
Continental ag	COM	210771200	2,581	56,621	SH		SOLE		56,621	0	0
Cracker Barrel Old Country Sto	COM	22410j106	6,706	43,925	SH		SOLE		43,925	0	0
Credicorp Ltd	COM	g2519y108	47,047	359,113	SH		SOLE		359,113	0	0
Crown Holdings Inc	COM	228368106	276	5,574	SH		SOLE		5,574	0	0
CSL Limited Sponsored ADR	COM	12637n204	2,209	56,629	SH		SOLE		56,629	0	0
CSRA Inc	COM	12650t104	21,634	804,242	SH		SOLE		804,242	0	0
Cynosure Inc	COM	232577205	7,071	160,275	SH		SOLE		160,275	0	0
Cypress Semiconductor Corp	COM	232806109	234	26,980	SH		SOLE		26,980	0	0
D R Horton Inc	COM	23331a109	8,296	274,424	SH		SOLE		274,424	0	0
Daimler AG F	COM	233825108	1,393	18,140	SH		SOLE		18,140	0	0
Daktronics Inc	COM	234264109	1,794	227,100	SH		SOLE		227,100	0	0
Danske Bank A/S	COM	236363206	214	15,105	SH		SOLE		15,105	0	0
Darden Restaurants Inc	COM	237194105	27,623	416,638	SH		SOLE		416,638	0	0
Dassault Sys S A - ADR	COM	237545108	1,285	16,174	SH		SOLE		16,174	0	0
Davita Inc	COM	23918k108	20,226	275,636	SH		SOLE		275,636	0	0
Descartes Sys Group Inc	COM	249906108	2,189	112,200	SH		SOLE		112,200	0	0
Diageo Plc	COM	25243q205	24,633	228,355	SH		SOLE		228,355	0	0
DST Systems Inc	COM	233326107	35,475	314,574	SH		SOLE		314,574	0	0
DSW Inc	COM	23334l102	6,706	242,614	SH		SOLE		242,614	0	0
Dycom Inds Inc	COM	267475101	3,396	52,506	SH		SOLE		52,506	0	0
Edwards Lifesciences Corp	COM	28176e108	12,993	147,300	SH		SOLE		147,300	0	0
Electronics for Imaging Inc	COM	286082102	3,372	79,550	SH		SOLE		79,550	0	0
Enbridge Inc	COM	29250n105	27,118	696,945	SH		SOLE		696,945	0	0
Envestnet Inc	COM	29404k106	2,247	82,625	SH		SOLE		82,625	0	0
Eplus Inc	COM	294268107	3,512	43,625	SH		SOLE		43,625	0	0
Euronet Worldwide Inc	COM	298736109	270	3,647	SH		SOLE		3,647	0	0
EverBank Financial Corp	COM	29977g102	2,098	139,000	SH		SOLE		139,000	0	0
Evercore Partners Inc	COM	29977a105	8,356	161,464	SH		SOLE		161,464	0	0
Expedia Inc	COM	30212p303	11,315	104,947	SH		SOLE		104,947	0	0
Facebook Inc - A Shs	COM	30303m102	219	1,920	SH		SOLE		1,920	0	0
Fanuc Corporation - Unsp ADR	COM	307305102	890	34,323	SH		SOLE		34,323	0	0
Fiserv Inc	COM	337738108	13,793	134,457	SH		SOLE		134,457	0	0
Flir Sys Inc	COM	302445101	22,808	692,204	SH		SOLE		692,204	0	0
Fomento Economico Mexicano SAB	COM	344419106	680	7,060	SH		SOLE		7,060	0	0
Foot Locker Inc	COM	344849104	15,833	245,480	SH		SOLE		245,480	0	0
Frank's International N.V	COM	n33462107	285	17,300	SH		SOLE		17,300	0	0
Fresenius SE & Co	COM	35804m105	2,543	139,015	SH		SOLE		139,015	0	0
Gemalto NV	COM	36863n208	1,665	44,974	SH		SOLE		44,974	0	0
General Electric Co	COM	369604103	306	9,640	SH		SOLE		9,640	0	0
Genomic Health Inc	COM	37244c101	1,738	70,150	SH		SOLE		70,150	0	0
Geospace Technologies Corp	COM	37364x109	740	59,960	SH		SOLE		59,960	0	0
Givaudan SA	COM	37636p108	1,586	40,256	SH		SOLE		40,256	0	0
Grupo Financiero Banorte SAB d	COM	40052p107	2,828	99,012	SH		SOLE		99,012	0	0
Gulfport Energy Corp	COM	402635304	27,992	987,736	SH		SOLE		987,736	0	0
Hain Celestial Group Inc	COM	405217100	4,678	114,359	SH		SOLE		114,359	0	0
Harman International Industrie	COM	413086109	14,881	167,128	SH		SOLE		167,128	0	0
Harris Corp Del	COM	413875105	22,581	290,019	SH		SOLE		290,019	0	0
Hartford Financial Services Gr	COM	416515104	19,960	433,151	SH		SOLE		433,151	0	0
HealthEquity	COM	42226a107	1,945	78,825	SH		SOLE		78,825	0	0
Hilltop Holdings Inc	COM	432748101	2,245	118,900	SH		SOLE		118,900	0	0
HMS Hldgs Corp	COM	40425j101	1,489	103,750	SH		SOLE		103,750	0	0
Hologic Inc	COM	436440101	14,351	415,957	SH		SOLE		415,957	0	0
Honeywell International Inc	COM	438516106	309	2,756	SH		SOLE		2,756	0	0
Hormel Foods Corp	COM	440452100	8,985	207,794	SH		SOLE		207,794	0	0
Host Hotels & Resorts Inc	COM	44107p104	22,710	1,359,882	SH		SOLE		1,359,882	0	0
Humana Inc	COM	444859102	24,461	133,701	SH		SOLE		133,701	0	0
Hunt J B Transport Services In	COM	445658107	5,289	62,788	SH		SOLE		62,788	0	0
Huntington Ingalls Inds Inc	COM	446413106	21,168	154,580	SH		SOLE		154,580	0	0
Icu Med Inc	COM	44930g107	5,535	53,170	SH		SOLE		53,170	0	0
Ii VI Inc	COM	902104108	4,620	212,825	SH		SOLE		212,825	0	0
Impax Laboratories Inc	COM	45256b101	3,241	101,225	SH		SOLE		101,225	0	0
Imperial Oil Ltd	COM	453038408	42,203	1,263,569	SH		SOLE		1,263,569	0	0
Incyte Corp	COM	45337c102	12,078	166,658	SH		SOLE		166,658	0	0
Integrated Device Technology	COM	458118106	11,886	581,499	SH		SOLE		581,499	0	0
InterActiveCorp	COM	44919p508	16,325	346,755	SH		SOLE		346,755	0	0
InvenSense Inc	COM	46123d205	1,588	189,000	SH		SOLE		189,000	0	0
Ionis Pharmaceuticals Inc	COM	462222100	3,963	97,861	SH		SOLE		97,861	0	0
iRobot Corporation	COM	462726100	4,295	121,675	SH		SOLE		121,675	0	0
Isle of Capri Casinos Inc	COM	464592104	149	10,620	SH		SOLE		10,620	0	0
J2 Global Inc	COM	48123v102	4,560	74,050	SH		SOLE		74,050	0	0
Jack Henry & Assoc Inc	COM	426281101	17,137	202,637	SH		SOLE		202,637	0	0
Japan Tobacco Inc - Unspon ADR	COM	471105205	2,624	125,784	SH		SOLE		125,784	0	0
JGC Corp	COM	466140100	2,252	75,098	SH		SOLE		75,098	0	0
JM Smucker Co	COM	832696405	30,253	233,000	SH		SOLE		233,000	0	0
Kao Corp	COM	485537302	477	8,931	SH		SOLE		8,931	0	0
Keycorp New	COM	493267108	35,546	3,219,703	SH		SOLE		3,219,703	0	0
Kirby Corp	COM	497266106	10,099	167,509	SH		SOLE		167,509	0	0
Komatsu Ltd	COM	500458401	1,827	107,166	SH		SOLE		107,166	0	0
Kraft Heinz Co	COM	500754106	210	2,667	SH		SOLE		2,667	0	0
Kroger CO	COM	501044101	21,742	568,422	SH		SOLE		568,422	0	0
Kubota Corp	COM	501173207	2,366	34,619	SH		SOLE		34,619	0	0
L'Oreal Co SA	COM	502117203	2,062	57,450	SH		SOLE		57,450	0	0
Lam Research Corp	COM	512807108	16,773	203,065	SH		SOLE		203,065	0	0
Lazard Ltd	COM	g54050102	11,402	293,861	SH		SOLE		293,861	0	0
Lear Corp	COM	521865204	24,188	217,581	SH		SOLE		217,581	0	0
Lending Tree Inc	COM	52603b107	4,442	45,425	SH		SOLE		45,425	0	0
Lincoln National Corp	COM	534187109	22,202	566,385	SH		SOLE		566,385	0	0
Lindblad Expeditions Holding	COM	535219109	1,553	156,225	SH		SOLE		156,225	0	0
Louisiana Pac Corp	COM	546347105	7,012	409,589	SH		SOLE		409,589	0	0
Macquarie Bank Ltd	COM	55607p204	2,183	42,942	SH		SOLE		42,942	0	0
Magna International Inc	COM	559222401	50,237	1,169,386	SH		SOLE		1,169,386	0	0
Manpower Inc	COM	56418h100	30,182	370,698	SH		SOLE		370,698	0	0
Marsh & McLennan Cos Inc	COM	571748102	206	3,390	SH		SOLE		3,390	0	0
Martin Marietta Materials Inc	COM	573284106	19,558	122,616	SH		SOLE		122,616	0	0
Masco Corp	COM	574599106	39,494	1,255,758	SH		SOLE		1,255,758	0	0
Mettler Toledo International	COM	592688105	32,008	92,840	SH		SOLE		92,840	0	0
Microsemi Corp	COM	595137100	508	13,262	SH		SOLE		13,262	0	0
Microsoft Corp	COM	594918104	241	4,370	SH		SOLE		4,370	0	0
Molina Healthcare Inc	COM	60855r100	9,712	150,597	SH		SOLE		150,597	0	0
Molson Coors Brewing Co	COM	60871r209	8,874	92,262	SH		SOLE		92,262	0	0
Monotype Imaging Holdings Inc	COM	61022p100	3,290	137,525	SH		SOLE		137,525	0	0
Monro Muffler Brake Inc	COM	610236101	6,691	93,625	SH		SOLE		93,625	0	0
Monster Beverage Corp	COM	61174x109	16,057	120,383	SH		SOLE		120,383	0	0
MTN Group Ltd	COM	62474m108	1,533	166,824	SH		SOLE		166,824	0	0
Muenchener Rueckversicherungs-	COM	626188106	3,191	156,646	SH		SOLE		156,646	0	0
Nasdaq Inc	COM	631103108	258	3,890	SH		SOLE		3,890	0	0
Nestle S A	COM	641069406	22,026	293,579	SH		SOLE		293,579	0	0
Nitto Denko Corp	COM	654802206	1,850	66,475	SH		SOLE		66,475	0	0
Norwegian Cruise Line Holdings	COM	g66721104	354	6,406	SH		SOLE		6,406	0	0
Novartis AG - ADR	COM	66987v109	20,633	284,830	SH		SOLE		284,830	0	0
Novo Nordisk A/S - ADR	COM	670100205	31,909	588,843	SH		SOLE		588,843	0	0
Nucor Corp	COM	670346105	11,934	252,313	SH		SOLE		252,313	0	0
Nvidia Corp	COM	67066g104	25,861	725,825	SH		SOLE		725,825	0	0
Nvr Inc	COM	62944t105	8,839	5,102	SH		SOLE		5,102	0	0
NXP Semiconductors NV	COM	n6596x109	7,234	89,233	SH		SOLE		89,233	0	0
O'Reilly Automotive Inc	COM	67103h107	33,139	121,094	SH		SOLE		121,094	0	0
Oceaneering Intl Inc	COM	675232102	15,067	453,277	SH		SOLE		453,277	0	0
Old Dominion Fght Lines Inc	COM	679580100	10,848	155,824	SH		SOLE		155,824	0	0
Omnicell Inc	COM	68213n109	4,666	167,425	SH		SOLE		167,425	0	0
One Gas Inc	COM	68235p108	14,527	237,762	SH		SOLE		237,762	0	0
Orbital ATK Inc	COM	68557n103	31,662	364,187	SH		SOLE		364,187	0	0
Orix Corp	COM	686330101	3,218	45,078	SH		SOLE		45,078	0	0
Palo Alto Networks Inc	COM	697435105	24,130	147,911	SH		SOLE		147,911	0	0
Pandora A/S-UNSP ADR	COM	698341104	2,208	67,330	SH		SOLE		67,330	0	0
Panera Bread CO	COM	69840w108	18,156	88,637	SH		SOLE		88,637	0	0
Parexel Intl Corp	COM	699462107	8,335	132,871	SH		SOLE		132,871	0	0
Parsley Energy Inc	COM	701877102	15,380	680,538	SH		SOLE		680,538	0	0
Pegasystems Inc	COM	705573103	1,721	67,825	SH		SOLE		67,825	0	0
Perkinelmer Inc	COM	714046109	10,398	210,237	SH		SOLE		210,237	0	0
Perrigo Co Plc	COM	g97822103	11,886	92,910	SH		SOLE		92,910	0	0
Philip Morris International In	COM	718172109	207	2,113	SH		SOLE		2,113	0	0
Pioneer Natural Resources Co	COM	723787107	10,960	77,873	SH		SOLE		77,873	0	0
Power Solutions International	COM	73933g202	518	37,525	SH		SOLE		37,525	0	0
PowerSecure International Inc	COM	73936n105	832	44,525	SH		SOLE		44,525	0	0
PRA Group Inc	COM	69354n106	2,266	77,085	SH		SOLE		77,085	0	0
PRA Health Sciences Inc	COM	69354m108	4,506	105,375	SH		SOLE		105,375	0	0
Price T Rowe Group Inc	COM	74144t108	89,101	1,212,919	SH		SOLE		1,212,919	0	0
PrivateBancorp Inc	COM	742962103	223	5,773	SH		SOLE		5,773	0	0
Proto Labs Inc	COM	743713109	2,914	37,800	SH		SOLE		37,800	0	0
Prudential Plc	COM	74435k204	35,477	953,686	SH		SOLE		953,686	0	0
Public Storage	COM	74460d109	8,829	32,010	SH		SOLE		32,010	0	0
Pulte Group Inc	COM	745867101	14,431	771,307	SH		SOLE		771,307	0	0
PVH Corp	COM	693656100	6,996	70,626	SH		SOLE		70,626	0	0
Qiagen N V	COM	n72482123	225	10,082	SH		SOLE		10,082	0	0
Radiant Logistics Inc	COM	75025x100	928	259,900	SH		SOLE		259,900	0	0
Reckitt Benckiser Group PLC	COM	756255204	3,307	170,916	SH		SOLE		170,916	0	0
Robert Half International Inc	COM	770323103	30,265	649,751	SH		SOLE		649,751	0	0
Roche Holding Ltd - ADR	COM	771195104	2,176	70,443	SH		SOLE		70,443	0	0
Ross Stores Inc	COM	778296103	6,520	112,600	SH		SOLE		112,600	0	0
Royal Caribbean Cruises Ltd	COM	v7780t103	16,843	205,023	SH		SOLE		205,023	0	0
Royal Dutch Shell Plc	COM	780259107	28,845	586,390	SH		SOLE		586,390	0	0
RPC Inc	COM	749660106	21,307	1,502,596	SH		SOLE		1,502,596	0	0
Ryanair Holdings plc	COM	783513203	34,267	399,285	SH		SOLE		399,285	0	0
SABMiller Plc	COM	78572m105	1,181	19,306	SH		SOLE		19,306	0	0
Sandvik AB	COM	800212201	1,469	141,780	SH		SOLE		141,780	0	0
Sanofi-Aventis - ADR	COM	80105n105	390	9,700	SH		SOLE		9,700	0	0
SAP SE	COM	803054204	30,615	380,687	SH		SOLE		380,687	0	0
Schlumberger Ltd	COM	806857108	23,127	313,587	SH		SOLE		313,587	0	0
Schwab Charles Corp	COM	808513105	370	13,211	SH		SOLE		13,211	0	0
Science Applications Inte	COM	808625107	21,394	401,080	SH		SOLE		401,080	0	0
Semtech Corp	COM	816850101	3,042	138,350	SH		SOLE		138,350	0	0
Sensata Technologies Holding N	COM	n7902x106	292	7,530	SH		SOLE		7,530	0	0
Sensient Technologies Corp	COM	81725t100	210	3,305	SH		SOLE		3,305	0	0
Service Corp Intl	COM	817565104	410	16,629	SH		SOLE		16,629	0	0
Siemens AG - ADR	COM	826197501	3,655	34,430	SH		SOLE		34,430	0	0
Signature Bank	COM	82669g104	31,646	232,487	SH		SOLE		232,487	0	0
Singapore Telecommunications L	COM	82929r304	4,700	165,671	SH		SOLE		165,671	0	0
Skf AB	COM	784375404	31,085	1,718,951	SH		SOLE		1,718,951	0	0
Skyworks Solutions Inc	COM	83088m102	21,909	281,251	SH		SOLE		281,251	0	0
Sotheby's	COM	835898107	2,843	106,375	SH		SOLE		106,375	0	0
Southwest Airlines Co	COM	844741108	14,940	333,481	SH		SOLE		333,481	0	0
Spectrum Brands Holdings Inc	COM	84763r101	295	2,703	SH		SOLE		2,703	0	0
Spirit Airlines Inc.	COM	848577102	44,458	926,601	SH		SOLE		926,601	0	0
St Jude Med Inc	COM	790849103	28,736	522,464	SH		SOLE		522,464	0	0
Steel Dynamics Inc	COM	858119100	14,742	654,889	SH		SOLE		654,889	0	0
Stratasys Ltd Ord	COM	m85548101	1,794	69,220	SH		SOLE		69,220	0	0
Subaru Corporation	COM	86428v104	3,054	43,173	SH		SOLE		43,173	0	0
SunTrust Banks Inc	COM	867914103	11,100	307,658	SH		SOLE		307,658	0	0
Supernus Pharmaceuticals Inc	COM	868459108	2,218	145,450	SH		SOLE		145,450	0	0
SVB Financial Group	COM	78486q101	208	2,043	SH		SOLE		2,043	0	0
Svenska Cellulosa Aktiebolag	COM	869587402	1,815	57,990	SH		SOLE		57,990	0	0
Syngenta AG	COM	87160a100	26,273	317,232	SH		SOLE		317,232	0	0
Sysmex Corp	COM	87184p109	1,879	60,001	SH		SOLE		60,001	0	0
Taiwan Semiconductor Manufactu	COM	874039100	5,662	216,115	SH		SOLE		216,115	0	0
Take-Two Interactive Software	COM	874054109	15,362	407,803	SH		SOLE		407,803	0	0
TE Connectivity Ltd.	COM	h84989104	279	4,512	SH		SOLE		4,512	0	0
Team Health Holdings Inc	COM	87817a107	4,874	116,585	SH		SOLE		116,585	0	0
Teledyne Technologies Inc	COM	879360105	3,316	37,625	SH		SOLE		37,625	0	0
Texas Roadhouse Inc Common Sto	COM	882681109	25,426	583,444	SH		SOLE		583,444	0	0
Textron Inc	COM	883203101	27,187	745,654	SH		SOLE		745,654	0	0
Thor Industries Inc	COM	885160101	45,076	706,845	SH		SOLE		706,845	0	0
Time Warner Inc	COM	887317303	204	2,806	SH		SOLE		2,806	0	0
Tokyo Electron Ltd-Unsp	COM	889110102	1,701	104,215	SH		SOLE		104,215	0	0
Triumph Group Inc New	COM	896818101	972	30,875	SH		SOLE		30,875	0	0
Tyson Foods Inc	COM	902494103	37,735	566,089	SH		SOLE		566,089	0	0
U S Physical Therapy Inc	COM	90337l108	4,449	89,470	SH		SOLE		89,470	0	0
Unilever Plc	COM	904767704	246	5,441	SH		SOLE		5,441	0	0
United Rentals Inc	COM	911363109	29,344	471,843	SH		SOLE		471,843	0	0
Universal Health Services Inc	COM	913903100	4,281	34,328	SH		SOLE		34,328	0	0
UNUM GROUP	COM	91529y106	22,952	742,298	SH		SOLE		742,298	0	0
Vail Resorts Inc	COM	91879q109	20,511	153,410	SH		SOLE		153,410	0	0
Vascular Solutions Inc	COM	92231m109	1,699	52,225	SH		SOLE		52,225	0	0
Veeco Instruments Inc	COM	922417100	2,435	125,000	SH		SOLE		125,000	0	0
Virtusa Corp	COM	92827p102	2,214	59,100	SH		SOLE		59,100	0	0
Visa Inc	COM	92826c839	354	4,626	SH		SOLE		4,626	0	0
Volkswagen ag	COM	928662303	2,173	74,758	SH		SOLE		74,758	0	0
Vulcan Materials Co	COM	929160109	17,513	165,894	SH		SOLE		165,894	0	0
WageWorks Inc	COM	930427109	1,943	38,400	SH		SOLE		38,400	0	0
Wal-Mart de Mexico SAB de CV -	COM	93114w107	23,817	997,977	SH		SOLE		997,977	0	0
Walgreens Boots Alliance	COM	931427108	554	6,574	SH		SOLE		6,574	0	0
WCI Communities Inc	COM	92923c807	2,676	144,000	SH		SOLE		144,000	0	0
Westlake Chemical Corp	COM	960413102	6,588	142,281	SH		SOLE		142,281	0	0
Whirlpool Corp	COM	963320106	206	1,145	SH		SOLE		1,145	0	0
White Mountains Insurance Grou	COM	g9618e107	37,597	46,844	SH		SOLE		46,844	0	0
Woodside Petroleum Ltd	COM	980228308	2,253	112,829	SH		SOLE		112,829	0	0
WPP Plc	COM	92937a102	3,963	34,039	SH		SOLE		34,039	0	0
Xcel Energy Inc	COM	98389b100	32,635	780,379	SH		SOLE		780,379	0	0
Bancolombia S A $1.526 PFD	PFD	05968l102	34,295	1,003,365	SH		SOLE		1,003,365	0	0
Henkel AG & Co KGaA (PFD) ADR	PFD	42550u208	27,277	247,027	SH		SOLE		247,027	0	0