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	3,031	24,241	SH		SOLE		24,241	0	0
ABB Ltd	COM	000375204	2,631	105,646	SH		SOLE		105,646	0	0
Abiomed Inc	COM	003654100	76,557	534,243	SH		SOLE		534,243	0	0
Acorda Therapeutics Inc	COM	00484m106	971	49,300	SH		SOLE		49,300	0	0
Activision Blizzard Inc	COM	00507v109	6,760	117,428	SH		SOLE		117,428	0	0
Acxiom Corp	COM	005125109	1,178	45,350	SH		SOLE		45,350	0	0
Adecco Group AG	COM	006754204	3,420	89,865	SH		SOLE		89,865	0	0
Aegion Corporation	COM	00770f104	3,165	144,650	SH		SOLE		144,650	0	0
Affiliated Managers Group Inc	COM	008252108	8,580	51,732	SH		SOLE		51,732	0	0
AFLAC Inc	COM	001055102	30,030	386,582	SH		SOLE		386,582	0	0
AGCO Corporation	COM	001084102	13,871	205,835	SH		SOLE		205,835	0	0
Air Liquide-Unsponsored ADR	COM	009126202	2,628	106,457	SH		SOLE		106,457	0	0
Alaska Air Group Inc	COM	011659109	33,826	376,851	SH		SOLE		376,851	0	0
Albany International Corp	COM	012348108	3,151	59,000	SH		SOLE		59,000	0	0
Albemarle Corp	COM	012653101	20,885	197,883	SH		SOLE		197,883	0	0
Alkermes Plc	COM	g01767105	6,505	112,212	SH		SOLE		112,212	0	0
Allianz SE - ADR	COM	018805101	27,000	1,373,151	SH		SOLE		1,373,151	0	0
Allison Transmission Holdings	COM	01973r101	12,984	346,154	SH		SOLE		346,154	0	0
Almost Family Inc	COM	020409108	3,679	59,675	SH		SOLE		59,675	0	0
Ambarella Inc Ord	COM	g037ax101	3,185	65,600	SH		SOLE		65,600	0	0
Amerco	COM	023586100	12,241	33,441	SH		SOLE		33,441	0	0
American Eagle Outfitters Inc	COM	02553e106	12,070	1,001,647	SH		SOLE		1,001,647	0	0
American Water Works Co Inc	COM	030420103	40,561	520,340	SH		SOLE		520,340	0	0
AMN Healthcare Services Inc	COM	001744101	3,866	99,000	SH		SOLE		99,000	0	0
Analog Devices Inc	COM	032654105	12,677	162,945	SH		SOLE		162,945	0	0
Andeavor	COM	03349M105	17,493	186,894	SH		SOLE		186,894	0	0
Arch Capital Group Ltd	COM	g0450a105	21,582	231,342	SH		SOLE		231,342	0	0
Arista Networks Inc	COM	040413106	12,714	84,878	SH		SOLE		84,878	0	0
Aspen Technology Inc	COM	045327103	6,787	122,828	SH		SOLE		122,828	0	0
Astellas Pharma Inc	COM	04623u102	3,330	272,200	SH		SOLE		272,200	0	0
Astronics Corp	COM	046433108	1,276	41,875	SH		SOLE		41,875	0	0
Athenahealth Inc	COM	04685w103	16,256	115,663	SH		SOLE		115,663	0	0
Atmos Energy Corp	COM	049560105	53,316	642,746	SH		SOLE		642,746	0	0
AXA Group S A - ADR	COM	054536107	3,531	129,252	SH		SOLE		129,252	0	0
Axis Capital Holdings Limited	COM	g0692u109	18,681	288,910	SH		SOLE		288,910	0	0
B of I Holding Inc	COM	05566u108	2,761	116,400	SH		SOLE		116,400	0	0
Balchem Corporation	COM	057665200	4,061	52,253	SH		SOLE		52,253	0	0
Banco Bilbao Vizcaya Argentari	COM	05946k101	3,138	375,321	SH		SOLE		375,321	0	0
BASF SE	COM	055262505	2,872	31,050	SH		SOLE		31,050	0	0
BHP Billiton Ltd	COM	088606108	18,173	510,609	SH		SOLE		510,609	0	0
Biomarin Pharmaceutical Inc	COM	09061g101	7,718	84,986	SH		SOLE		84,986	0	0
Biotelementry Inc	COM	090672106	4,103	122,675	SH		SOLE		122,675	0	0
BNP Paribas SA	COM	05565a202	3,128	86,968	SH		SOLE		86,968	0	0
BroadSoft Inc	COM	11133b409	6,455	149,950	SH		SOLE		149,950	0	0
Bruker Corporation	COM	116794108	5,007	173,625	SH		SOLE		173,625	0	0
Brunswick Corp	COM	117043109	16,077	256,287	SH		SOLE		256,287	0	0
BWX Technologies Inc	COM	05605h100	23,459	481,204	SH		SOLE		481,204	0	0
Cambrex Corp	COM	132011107	4,811	80,525	SH		SOLE		80,525	0	0
Camping World Holdings Inc	COM	13462k109	1,510	48,962	SH		SOLE		48,962	0	0
CareTrust Reit	COM	14174t107	2,169	117,000	SH		SOLE		117,000	0	0
Carpenter Technology Corp	COM	144285103	1,263	33,746	SH		SOLE		33,746	0	0
Carrefour SA	COM	144430204	2,962	585,344	SH		SOLE		585,344	0	0
Casey's General Stores Inc	COM	147528103	3,169	29,591	SH		SOLE		29,591	0	0
CBOE Holdings Inc	COM	12503m108	16,038	175,466	SH		SOLE		175,466	0	0
Celanese Corp	COM	150870103	16,360	172,315	SH		SOLE		172,315	0	0
CF Industries Holdings Inc	COM	125269100	22,863	817,713	SH		SOLE		817,713	0	0
Chart Industries Inc	COM	16115q308	1,631	46,975	SH		SOLE		46,975	0	0
Cheesecake Factory Inc	COM	163072101	3,061	60,850	SH		SOLE		60,850	0	0
Chipotle Mexican Grill Inc	COM	169656105	14,303	34,375	SH		SOLE		34,375	0	0
Citizens Financial Group	COM	174610105	44,800	1,255,608	SH		SOLE		1,255,608	0	0
Clorox Co Del	COM	189054109	10,054	75,455	SH		SOLE		75,455	0	0
CNO Financial Group Inc	COM	12621e103	4,594	220,000	SH		SOLE		220,000	0	0
Coca-Cola HBC AG	COM	191223205	2,111	71,707	SH		SOLE		71,707	0	0
Cognex Corp	COM	192422103	4,890	57,600	SH		SOLE		57,600	0	0
Cohen & Steers Inc	COM	19247a100	4,395	108,401	SH		SOLE		108,401	0	0
Comerica Inc	COM	200340107	34,591	472,301	SH		SOLE		472,301	0	0
Compass Group Plc-Spon ADR	COM	20449x401	2,768	131,550	SH		SOLE		131,550	0	0
Conagra Foods Inc	COM	205887102	14,757	412,662	SH		SOLE		412,662	0	0
Continental ag	COM	210771200	3,503	81,269	SH		SOLE		81,269	0	0
Cooper Cos Inc	COM	216648402	27,849	116,320	SH		SOLE		116,320	0	0
Cousins Properties Inc	COM	222795106	13,816	1,571,742	SH		SOLE		1,571,742	0	0
Cracker Barrel Old Country Sto	COM	22410j106	6,556	39,200	SH		SOLE		39,200	0	0
Credicorp Ltd	COM	g2519y108	30,337	169,110	SH		SOLE		169,110	0	0
CSL Limited Sponsored ADR	COM	12637n204	2,900	54,780	SH		SOLE		54,780	0	0
CSRA Inc	COM	12650t104	23,322	734,545	SH		SOLE		734,545	0	0
Cutera Inc	COM	232109108	1,454	56,127	SH		SOLE		56,127	0	0
D R Horton Inc	COM	23331a109	13,307	384,919	SH		SOLE		384,919	0	0
Darden Restaurants Inc	COM	237194105	16,878	186,623	SH		SOLE		186,623	0	0
Dassault Sys S A - ADR	COM	237545108	1,695	18,937	SH		SOLE		18,937	0	0
Davita Inc	COM	23918k108	9,262	143,028	SH		SOLE		143,028	0	0
Descartes Sys Group Inc	COM	249906108	2,843	116,750	SH		SOLE		116,750	0	0
Diageo Plc	COM	25243q205	21,950	183,178	SH		SOLE		183,178	0	0
DISH Network Corp	COM	25470m109	13,033	207,665	SH		SOLE		207,665	0	0
DNB ASA	COM	23328e106	2,847	167,920	SH		SOLE		167,920	0	0
DXC Technology Co	COM	23355l106	83,217	1,084,684	SH		SOLE		1,084,684	0	0
Dycom Inds Inc	COM	267475101	25,791	288,107	SH		SOLE		288,107	0	0
Ebay Inc	COM	278642103	17,927	513,378	SH		SOLE		513,378	0	0
Edwards Lifesciences Corp	COM	28176e108	26,927	227,728	SH		SOLE		227,728	0	0
Electronic Arts Inc	COM	285512109	10,494	99,261	SH		SOLE		99,261	0	0
Electronics for Imaging Inc	COM	286082102	3,924	82,825	SH		SOLE		82,825	0	0
Ellie Mae Inc	COM	28849p100	13,214	120,229	SH		SOLE		120,229	0	0
Enbridge Inc	COM	29250n105	18,682	469,268	SH		SOLE		469,268	0	0
Entegris Inc	COM	29362u104	2,295	104,575	SH		SOLE		104,575	0	0
Envestnet Inc	COM	29404k106	3,416	86,275	SH		SOLE		86,275	0	0
Eplus Inc	COM	294268107	6,578	88,775	SH		SOLE		88,775	0	0
EPR Properties	COM	26884u109	26,767	372,435	SH		SOLE		372,435	0	0
Essity AB-Spon Adr	COM	29729l102	1,375	50,327	SH		SOLE		50,327	0	0
Expedia Inc	COM	30212p303	15,632	104,947	SH		SOLE		104,947	0	0
Fanuc Corporation - Unsp ADR	COM	307305102	1,707	88,594	SH		SOLE		88,594	0	0
Financial Engines Inc	COM	317485100	1,815	49,600	SH		SOLE		49,600	0	0
Fiserv Inc	COM	337738108	24,769	202,459	SH		SOLE		202,459	0	0
Fresenius SE & Co	COM	35804m105	2,336	109,132	SH		SOLE		109,132	0	0
G-iii Apparel Group Ltd	COM	36237h101	1,232	49,375	SH		SOLE		49,375	0	0
Gemalto NV	COM	36863n208	2,523	84,177	SH		SOLE		84,177	0	0
Genomic Health Inc	COM	37244c101	2,379	73,075	SH		SOLE		73,075	0	0
Geospace Technologies Corp	COM	37364x109	862	62,360	SH		SOLE		62,360	0	0
Givaudan SA	COM	37636p108	2,342	58,471	SH		SOLE		58,471	0	0
Grupo Financiero Banorte SAB d	COM	40052p107	3,351	105,339	SH		SOLE		105,339	0	0
Gulfport Energy Corp	COM	402635304	725	49,125	SH		SOLE		49,125	0	0
Harris Corp Del	COM	413875105	22,974	210,618	SH		SOLE		210,618	0	0
Healthcare Services Group Inc	COM	421906108	2,998	64,025	SH		SOLE		64,025	0	0
HealthEquity	COM	42226a107	4,100	82,275	SH		SOLE		82,275	0	0
Hexcel Corp New	COM	428291108	15,127	286,548	SH		SOLE		286,548	0	0
Hilltop Holdings Inc	COM	432748101	3,247	123,900	SH		SOLE		123,900	0	0
Hilton Grand Vacations Inc	COM	43283x105	13,761	381,619	SH		SOLE		381,619	0	0
HMS Hldgs Corp	COM	40425j101	2,689	145,350	SH		SOLE		145,350	0	0
Hologic Inc	COM	436440101	28,139	620,084	SH		SOLE		620,084	0	0
Hormel Foods Corp	COM	440452100	19,391	568,471	SH		SOLE		568,471	0	0
Host Hotels & Resorts Inc	COM	44107p104	25,406	1,390,599	SH		SOLE		1,390,599	0	0
Humana Inc	COM	444859102	14,765	61,361	SH		SOLE		61,361	0	0
Huntington Ingalls Inds Inc	COM	446413106	20,877	112,143	SH		SOLE		112,143	0	0
Icu Med Inc	COM	44930g107	7,361	42,670	SH		SOLE		42,670	0	0
Ii VI Inc	COM	902104108	6,018	175,450	SH		SOLE		175,450	0	0
Impax Laboratories Inc	COM	45256b101	1,534	95,275	SH		SOLE		95,275	0	0
Imperial Oil Ltd	COM	453038408	2,431	83,313	SH		SOLE		83,313	0	0
Incyte Corp	COM	45337c102	10,226	81,219	SH		SOLE		81,219	0	0
Innerworkings Inc	COM	45773y105	1,701	146,675	SH		SOLE		146,675	0	0
Inphi Corporation	COM	45772f107	1,271	37,050	SH		SOLE		37,050	0	0
Insperity Inc	COM	45778q107	2,331	32,825	SH		SOLE		32,825	0	0
Installed Building Products	COM	45780r101	3,632	68,600	SH		SOLE		68,600	0	0
InterActiveCorp	COM	44919p508	15,694	152,017	SH		SOLE		152,017	0	0
Ionis Pharmaceuticals Inc	COM	462222100	7,048	138,545	SH		SOLE		138,545	0	0
IPG Photonics Corp	COM	44980x109	26,322	181,409	SH		SOLE		181,409	0	0
iRobot Corporation	COM	462726100	5,961	70,850	SH		SOLE		70,850	0	0
J2 Global Inc	COM	48123v102	6,246	73,400	SH		SOLE		73,400	0	0
Jack Henry & Assoc Inc	COM	426281101	31,682	305,016	SH		SOLE		305,016	0	0
Japan Tobacco Inc - Unspon ADR	COM	471105205	2,273	129,391	SH		SOLE		129,391	0	0
JGC Corp	COM	466140100	2,783	85,807	SH		SOLE		85,807	0	0
JM Smucker Co	COM	832696405	5,308	44,861	SH		SOLE		44,861	0	0
Keycorp New	COM	493267108	25,989	1,386,799	SH		SOLE		1,386,799	0	0
Keysight Technologies Inc	COM	49338l103	23,017	591,236	SH		SOLE		591,236	0	0
Komatsu Ltd	COM	500458401	2,648	104,232	SH		SOLE		104,232	0	0
Kubota Corp	COM	501173207	2,912	34,675	SH		SOLE		34,675	0	0
L'Oreal Co SA	COM	502117203	2,138	51,375	SH		SOLE		51,375	0	0
Lam Research Corp	COM	512807108	18,870	133,424	SH		SOLE		133,424	0	0
Lamar Advertising Co	COM	512816109	36,069	490,272	SH		SOLE		490,272	0	0
Lear Corp	COM	521865204	13,806	97,174	SH		SOLE		97,174	0	0
Lending Tree Inc	COM	52603b107	7,250	42,100	SH		SOLE		42,100	0	0
LGI Homes Inc	COM	50187t106	1,687	41,975	SH		SOLE		41,975	0	0
Lincoln National Corp	COM	534187109	12,710	188,076	SH		SOLE		188,076	0	0
Lindblad Expeditions Holding	COM	535219109	1,702	162,125	SH		SOLE		162,125	0	0
Macquarie Bank Ltd	COM	55607p204	2,934	43,223	SH		SOLE		43,223	0	0
Manpower Inc	COM	56418h100	26,306	235,614	SH		SOLE		235,614	0	0
Marathon Petroleum Corp	COM	56585a102	11,942	228,197	SH		SOLE		228,197	0	0
MarketAxess Holdings Inc	COM	57060d108	13,816	68,701	SH		SOLE		68,701	0	0
Martin Marietta Materials Inc	COM	573284106	21,736	97,656	SH		SOLE		97,656	0	0
Masco Corp	COM	574599106	14,764	386,381	SH		SOLE		386,381	0	0
Match Group Inc	COM	57665r106	12,755	733,895	SH		SOLE		733,895	0	0
Mettler Toledo International	COM	592688105	22,350	37,976	SH		SOLE		37,976	0	0
Micron Technology Inc	COM	595112103	16,793	562,377	SH		SOLE		562,377	0	0
Mohawk Inds Inc	COM	608190104	16,852	69,724	SH		SOLE		69,724	0	0
Molina Healthcare Inc	COM	60855r100	42,514	614,535	SH		SOLE		614,535	0	0
Monro Muffler Brake Inc	COM	610236101	4,005	95,925	SH		SOLE		95,925	0	0
Monster Beverage Corp	COM	61174x109	16,057	323,204	SH		SOLE		323,204	0	0
MTN Group Ltd	COM	62474m108	1,901	218,289	SH		SOLE		218,289	0	0
Muenchener Rueckversicherungs-	COM	626188106	3,657	181,631	SH		SOLE		181,631	0	0
Nestle S A	COM	641069406	20,324	233,232	SH		SOLE		233,232	0	0
Newmont Mining Corp	COM	651639106	24,408	753,563	SH		SOLE		753,563	0	0
Nitto Denko Corp	COM	654802206	2,651	64,467	SH		SOLE		64,467	0	0
Norfolk Southern Corp	COM	655844108	22,050	181,187	SH		SOLE		181,187	0	0
Novartis AG - ADR	COM	66987v109	19,638	235,276	SH		SOLE		235,276	0	0
Novo Nordisk A/S - ADR	COM	670100205	23,253	542,151	SH		SOLE		542,151	0	0
NuVasive Inc	COM	670704105	13,041	169,538	SH		SOLE		169,538	0	0
Nvr Inc	COM	62944t105	6,113	2,536	SH		SOLE		2,536	0	0
NXP Semiconductors NV	COM	n6596x109	940	8,587	SH		SOLE		8,587	0	0
Oceaneering Intl Inc	COM	675232102	15,596	682,858	SH		SOLE		682,858	0	0
Old Dominion Fght Lines Inc	COM	679580100	11,133	116,889	SH		SOLE		116,889	0	0
Omega Healthcare Investors Inc	COM	681936100	12,454	377,159	SH		SOLE		377,159	0	0
Omnicell Inc	COM	68213n109	6,766	156,975	SH		SOLE		156,975	0	0
ON Semiconductor Corp	COM	682189105	13,363	951,756	SH		SOLE		951,756	0	0
One Gas Inc	COM	68235p108	20,364	291,704	SH		SOLE		291,704	0	0
Orbital ATK Inc	COM	68557n103	24,023	244,236	SH		SOLE		244,236	0	0
Orix Corp	COM	686330101	3,239	41,562	SH		SOLE		41,562	0	0
Outfront Media Inc	COM	69007j106	26,902	1,163,595	SH		SOLE		1,163,595	0	0
Owens Corning Inc	COM	690742101	15,113	225,835	SH		SOLE		225,835	0	0
Palo Alto Networks Inc	COM	697435105	14,739	110,146	SH		SOLE		110,146	0	0
Pandora A/S	COM	698341203	2,900	124,461	SH		SOLE		124,461	0	0
Parker Hannifin Corp	COM	701094104	17,192	107,572	SH		SOLE		107,572	0	0
Parsley Energy Inc	COM	701877102	19,783	712,894	SH		SOLE		712,894	0	0
Patterson Uti Energy Inc	COM	703481101	21,182	1,049,136	SH		SOLE		1,049,136	0	0
Pegasystems Inc	COM	705573103	5,556	95,225	SH		SOLE		95,225	0	0
Performance Food Group	COM	71377a103	3,802	138,775	SH		SOLE		138,775	0	0
Pioneer Natural Resources Co	COM	723787107	16,981	106,408	SH		SOLE		106,408	0	0
Polaris Industries Inc	COM	731068102	12,258	132,903	SH		SOLE		132,903	0	0
PRA Group Inc	COM	69354n106	3,053	80,560	SH		SOLE		80,560	0	0
PRA Health Sciences Inc	COM	69354m108	5,224	69,650	SH		SOLE		69,650	0	0
Price T Rowe Group Inc	COM	74144t108	8,560	115,346	SH		SOLE		115,346	0	0
Proofpoint Inc	COM	743424103	12,720	146,494	SH		SOLE		146,494	0	0
Proto Labs Inc	COM	743713109	3,837	57,050	SH		SOLE		57,050	0	0
Prudential Plc	COM	74435k204	28,872	627,523	SH		SOLE		627,523	0	0
Public Storage	COM	74460d109	21,335	102,310	SH		SOLE		102,310	0	0
Pulte Group Inc	COM	745867101	9,408	383,545	SH		SOLE		383,545	0	0
PVH Corp	COM	693656100	10,141	88,570	SH		SOLE		88,570	0	0
Qiagen N V	COM	n72482123	226	6,741	SH		SOLE		6,741	0	0
QTS Realty Trust Inc	COM	74736a103	2,075	39,650	SH		SOLE		39,650	0	0
Radiant Logistics Inc	COM	75025x100	1,466	272,525	SH		SOLE		272,525	0	0
Reckitt Benckiser Group PLC	COM	756255204	2,805	138,733	SH		SOLE		138,733	0	0
Robert Half International Inc	COM	770323103	16,714	348,726	SH		SOLE		348,726	0	0
Roche Holding Ltd - ADR	COM	771195104	2,687	84,298	SH		SOLE		84,298	0	0
Rockwell Automation Inc	COM	773903109	11,282	69,658	SH		SOLE		69,658	0	0
Ross Stores Inc	COM	778296103	16,029	277,653	SH		SOLE		277,653	0	0
Royal Caribbean Cruises Ltd	COM	v7780t103	17,838	163,303	SH		SOLE		163,303	0	0
Royal Dutch Shell Plc	COM	780259107	19,771	363,236	SH		SOLE		363,236	0	0
RPC Inc	COM	749660106	11,871	587,394	SH		SOLE		587,394	0	0
Ryanair Holdings plc	COM	783513203	26,088	242,433	SH		SOLE		242,433	0	0
S&P Global Inc.	COM	78409v104	26,012	178,174	SH		SOLE		178,174	0	0
Sandvik AB	COM	800212201	2,819	179,475	SH		SOLE		179,475	0	0
SAP SE	COM	803054204	18,529	177,019	SH		SOLE		177,019	0	0
Science Applications Inte	COM	808625107	11,513	165,844	SH		SOLE		165,844	0	0
Semtech Corp	COM	816850101	5,153	144,150	SH		SOLE		144,150	0	0
Senior Housing Properties Trus	COM	81721m109	17,642	863,114	SH		SOLE		863,114	0	0
ServiceNow Inc	COM	81762p102	18,981	179,064	SH		SOLE		179,064	0	0
Siemens AG - ADR	COM	826197501	2,834	41,297	SH		SOLE		41,297	0	0
Singapore Telecommunications L	COM	82929r304	6,551	231,886	SH		SOLE		231,886	0	0
Skechers U S A Inc	COM	830566105	26,933	912,994	SH		SOLE		912,994	0	0
Skf AB	COM	784375404	24,295	1,200,485	SH		SOLE		1,200,485	0	0
Skyworks Solutions Inc	COM	83088m102	15,748	164,124	SH		SOLE		164,124	0	0
Southwest Airlines Co	COM	844741108	22,763	366,311	SH		SOLE		366,311	0	0
Steel Dynamics Inc	COM	858119100	20,734	578,987	SH		SOLE		578,987	0	0
Stratasys Ltd Ord	COM	m85548101	1,698	72,845	SH		SOLE		72,845	0	0
Subaru Corporation	COM	86428v104	3,926	233,048	SH		SOLE		233,048	0	0
SunTrust Banks Inc	COM	867914103	37,539	661,835	SH		SOLE		661,835	0	0
Supernus Pharmaceuticals Inc	COM	868459108	7,184	166,675	SH		SOLE		166,675	0	0
Svenska Cellulosa Aktiebolag	COM	869587402	380	50,327	SH		SOLE		50,327	0	0
Sysmex Corp	COM	87184p109	2,934	98,271	SH		SOLE		98,271	0	0
Taiwan Semiconductor Manufactu	COM	874039100	6,439	184,187	SH		SOLE		184,187	0	0
Take-Two Interactive Software	COM	874054109	12,106	164,972	SH		SOLE		164,972	0	0
TechnipFMC Plc	COM	g87110105	14,432	530,581	SH		SOLE		530,581	0	0
Teledyne Technologies Inc	COM	879360105	5,007	39,225	SH		SOLE		39,225	0	0
Tenneco Inc	COM	880349105	9,633	166,574	SH		SOLE		166,574	0	0
Texas Roadhouse Inc Common Sto	COM	882681109	10,438	204,861	SH		SOLE		204,861	0	0
Textron Inc	COM	883203101	17,596	373,581	SH		SOLE		373,581	0	0
Thor Industries Inc	COM	885160101	45,879	438,954	SH		SOLE		438,954	0	0
Timken Co	COM	887389104	15,858	342,866	SH		SOLE		342,866	0	0
Tokyo Electron Ltd-Unsp	COM	889110102	2,705	80,183	SH		SOLE		80,183	0	0
Total S A	COM	89151e109	2,827	57,005	SH		SOLE		57,005	0	0
Tyson Foods Inc	COM	902494103	25,323	404,322	SH		SOLE		404,322	0	0
U S Physical Therapy Inc	COM	90337l108	4,650	76,995	SH		SOLE		76,995	0	0
Ulta Beauty Inc	COM	90384s303	12,573	43,756	SH		SOLE		43,756	0	0
Unilever Plc	COM	904767704	323	5,964	SH		SOLE		5,964	0	0
United Rentals Inc	COM	911363109	15,908	141,145	SH		SOLE		141,145	0	0
Universal Health Services Inc	COM	913903100	13,931	114,110	SH		SOLE		114,110	0	0
UNUM GROUP	COM	91529y106	13,219	283,477	SH		SOLE		283,477	0	0
US Silica Holdings Inc	COM	90346e103	13,106	369,274	SH		SOLE		369,274	0	0
Vail Resorts Inc	COM	91879q109	15,441	76,128	SH		SOLE		76,128	0	0
Veeco Instruments Inc	COM	922417100	3,627	130,250	SH		SOLE		130,250	0	0
Veeva Systems Inc	COM	922475108	11,314	184,541	SH		SOLE		184,541	0	0
Virtusa Corp	COM	92827p102	1,818	61,825	SH		SOLE		61,825	0	0
Volkswagen ag	COM	928662303	3,909	126,247	SH		SOLE		126,247	0	0
Voya Financial Inc	COM	929089100	20,004	542,269	SH		SOLE		542,269	0	0
Vulcan Materials Co	COM	929160109	18,148	143,259	SH		SOLE		143,259	0	0
WageWorks Inc	COM	930427109	2,698	40,150	SH		SOLE		40,150	0	0
Wal-Mart de Mexico SAB de CV -	COM	93114w107	20,872	897,746	SH		SOLE		897,746	0	0
Western Digital Corp	COM	958102105	15,895	179,403	SH		SOLE		179,403	0	0
Westlake Chemical Corp	COM	960413102	22,051	333,042	SH		SOLE		333,042	0	0
Wheaton Precious Metals Corp	COM	962879102	5,059	254,365	SH		SOLE		254,365	0	0
White Mountains Insurance Grou	COM	g9618e107	14,259	16,415	SH		SOLE		16,415	0	0
Woodside Petroleum Ltd	COM	980228308	2,294	100,129	SH		SOLE		100,129	0	0
Workday Inc	COM	98138h101	13,583	140,029	SH		SOLE		140,029	0	0
WPP Plc	COM	92937a102	3,297	31,275	SH		SOLE		31,275	0	0
Xcel Energy Inc	COM	98389b100	40,030	872,485	SH		SOLE		872,485	0	0
Xilinx Inc	COM	983919101	8,001	124,392	SH		SOLE		124,392	0	0
XL Group Ltd	COM	g98294104	19,892	454,145	SH		SOLE		454,145	0	0
Xylem Inc	COM	98419m100	23,418	422,475	SH		SOLE		422,475	0	0
Bancolombia S A $1.185 PFD	PFD	05968l102	29,592	664,251	SH		SOLE		664,251	0	0
Henkel AG & Co KGaA (PFD) ADR	PFD	42550u208	21,135	153,781	SH		SOLE		153,781	0	0