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
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
ACERINOX SA-UNSPON ADR ADR 00444E103 12,249 1,773,901 SH   SOLE   1,636,767 0 137,134
ACTIVISION BLIZZARD INC COM 00507V109 40,933 606,772 SH   SOLE   581,214 0 25,558
ACUSHNET HOLDINGS CORP COM 005098108 22,556 976,890 SH   SOLE   927,713 0 49,177
ADIDAS AG-SPONSORED ADR ADR 00687A107 18,430 151,352 SH   SOLE   149,496 0 1,856
ADIENT PLC COM G0084W101 3,939 65,907 SH   SOLE   65,907 0 0
ADT INC COM 00090Q103 34,375 4,334,769 SH   SOLE   4,129,885 0 204,884
AFFILIATED MANAGERS GROUP COM 008252108 14,732 77,711 SH   SOLE   77,711 0 0
AGRIBANK FCB PFD 00850L203 4,322 40,000 SH   SOLE   40,000 0 0
AKORN INC COM 009728106 5,758 307,744 SH   SOLE   292,028 0 15,716
ALEXION PHARMACEUTICALS INC COM 015351109 13,060 117,174 SH   SOLE   117,174 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 167,602 913,163 SH   SOLE   904,128 0 9,035
ALKERMES PLC COM G01767105 181,168 3,125,741 SH   SOLE   3,066,701 0 59,040
ALPHABET INC-CL A COM 02079K305 201,199 193,994 SH   SOLE   193,994 0 0
ALPHABET INC-CL C COM 02079K107 89,315 86,563 SH   SOLE   83,222 0 3,341
ALSEA SAB DE CV COM P0212A104 6,906 1,976,929 SH   SOLE   1,952,763 0 24,166
ALTICE USA INC- A COM 02156K103 36,989 2,001,544 SH   SOLE   2,001,544 0 0
AMAZON.COM INC COM 023135106 24,380 16,845 SH   SOLE   16,845 0 0
AMS AG - UNSPON ADR ADR 03217C106 23,302 441,909 SH   SOLE   408,140 0 33,769
ANHEUSER-BUSCH INBEV-SPN ADR ADR 03524A108 168 1,528 SH   SOLE   1,528 0 0
APOLLO GLOBAL MANAGEMENT - A COM 037612306 23,540 794,725 SH   SOLE   751,998 0 42,727
APOLLO INVESTMENT CORP COM 03761U106 127,351 24,396,697 SH   SOLE   24,396,697 0 0
APPLE INC COM 037833100 56,122 334,495 SH   SOLE   321,225 0 13,270
ARAMARK COM 03852U106 24,985 631,567 SH   SOLE   600,808 0 30,759
ARES CAPITAL CORP COM 04010L103 240,465 15,152,160 SH   SOLE   15,152,160 0 0
ARRIS INTERNATIONAL PLC COM G0551A103 31,678 1,192,255 SH   SOLE   1,136,040 0 56,215
ASOS PLC-UNSP ADR ADR 00212V105 12,862 130,754 SH   SOLE   129,156 0 1,598
ASSURED GUARANTY LTD COM G0585R106 64,829 1,790,850 SH   SOLE   1,707,896 0 82,954
ASTRAZENECA PLC-SPONS ADR ADR 046353108 15,150 433,223 SH   SOLE   427,731 0 5,492
AT&T INC COM 00206R102 319,140 8,952,029 SH   SOLE   8,952,029 0 0
AUTO TRADER GROUP-UNSP ADR ADR 05277E104 16,263 12,906,993 SH   SOLE   12,750,126 0 156,867
B&M EUROPEAN VALUE-UNSP ADR ADR 05590Y100 13,608 603,449 SH   SOLE   595,947 0 7,502
BAIDU INC - SPON ADR ADR 056752108 210,076 941,245 SH   SOLE   940,592 0 653
BAKER HUGHES A GE CO COM 05722G100 54 1,949 SH   SOLE   1,949 0 0
BANK OF N.T. BUTTERFIELD&SON COM G0772R208 2,329 51,893 SH   SOLE   51,893 0 0
BARCLAYS PLC-SPONS ADR ADR 06738E204 34,522 2,920,601 SH   SOLE   2,695,890 0 224,711
BAYER AG-SPONSORED ADR ADR 072730302 18,947 670,565 SH   SOLE   662,247 0 8,318
BBVA BANCO FRANCES SA-ADR ADR 07329M100 17,398 762,745 SH   SOLE   762,745 0 0
BOOKING HOLDINGS INC COM 09857L108 35,475 17,052 SH   SOLE   17,052 0 0
BOOZT AB-UNSPONSORED ADR ADR 054781109 6,576 722,674 SH   SOLE   713,852 0 8,822
BRF SA-ADR ADR 10552T107 10 1,474 SH   SOLE   1,474 0 0
BRILLIANCE CHINA AUTOMOT-ADR ADR 10949Q204 22,635 1,089,783 SH   SOLE   1,004,088 0 85,695
BRITISH AMERICAN TOB-SP ADR ADR 110448107 177,714 3,080,502 SH   SOLE   3,048,687 0 31,815
CALLAWAY GOLF COMPANY COM 131193104 23,796 1,454,518 SH   SOLE   1,395,594 0 58,924
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 224,618 1,272,625 SH   SOLE   1,261,504 0 11,121
CAPITAL ONE FINANCIAL CORP COM 14040H105 134,368 1,402,295 SH   SOLE   1,402,295 0 0
CARMAX INC COM 143130102 5,977 96,492 SH   SOLE   93,584 0 2,908
CARS.COM INC COM 14575E105 6,690 236,129 SH   SOLE   236,129 0 0
CARSALES.COM LTD-UNSP ADR ADR 14575D107 11,717 555,325 SH   SOLE   548,562 0 6,763
CASA SYSTEMS INC COM 14713L102 2,730 93,031 SH   SOLE   76,981 0 16,050
CBRE GROUP INC - A COM 12504L109 13,563 287,230 SH   SOLE   274,796 0 12,434
CENTAUR FUNDING CORP PFD 151327202 19,552 17,380 SH   SOLE   17,380 0 0
CENTURYLINK INC COM 156700106 77,289 4,704,133 SH   SOLE   4,704,133 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 128,196 3,397,713 SH   SOLE   3,397,713 0 0
CHIMERA INVESTMENT CORP COM 16934Q208 117,517 6,750,000 SH   SOLE   6,750,000 0 0
CHINA MOBILE LTD-SPON ADR ADR 16941M109 12,615 275,746 SH   SOLE   224,158 0 51,588
CHINA PETROLEUM & CHEM-ADR ADR 16941R108 37,765 426,815 SH   SOLE   393,852 0 32,963
CHINA UNICOM HONG KONG-ADR ADR 16945R104 34,429 2,683,489 SH   SOLE   2,473,804 0 209,685
CIELO SA-SPONSORED ADR ADR 171778202 21,712 3,490,703 SH   SOLE   3,336,360 0 154,343
CITIGROUP INC COM 172967424 209,073 3,097,378 SH   SOLE   3,060,461 0 36,917
CITIZENS FINANCIAL GROUP COM 174610105 20,901 497,889 SH   SOLE   477,906 0 19,983
CME GROUP INC COM 12572Q105 618,239 3,822,427 SH   SOLE   3,822,427 0 0
COBANK ACB PFD 19075Q805 5,300 50,000 SH   SOLE   50,000 0 0
COGNIZANT TECH SOLUTIONS-A COM 192446102 24,543 304,877 SH   SOLE   293,420 0 11,457
COLONY NORTHSTAR INC-CLASS A COM 19625W104 49,045 8,726,851 SH   SOLE   8,726,851 0 0
COLOPLAST AS- UNSPON ADR ADR 19624Y101 7,141 845,591 SH   SOLE   835,437 0 10,154
COMCAST CORP-CLASS A COM 20030N101 17,418 509,733 SH   SOLE   509,733 0 0
COMMERZBANK AG-SPONS ADR ADR 202597605 37,470 2,878,953 SH   SOLE   2,658,875 0 220,078
COMPAGNIE DE SAINT-UNSP ADR ADR 204280309 28,555 2,707,896 SH   SOLE   2,503,762 0 204,134
CONCHO RESOURCES INC COM 20605P101 11,905 79,193 SH   SOLE   79,193 0 0
CREDIT SUISSE GROUP-SPON ADR ADR 225401108 38,807 2,311,308 SH   SOLE   2,134,405 0 176,903
CRESTWOOD EQUITY PARTNER PFD 226344307 23,604 2,487,250 SH   SOLE   2,487,250 0 0
CRITEO SA-SPON ADR ADR 226718104 27,504 1,064,395 SH   SOLE   1,061,745 0 2,650
CROWN CASTLE INTL CORP COM 22822V101 219,106 1,998,964 SH   SOLE   1,998,964 0 0
CTRIP.COM INTERNATIONAL-ADR ADR 22943F100 124,103 2,662,018 SH   SOLE   2,603,091 0 58,927
DAIKIN INDUSTRIES-UNSPON ADR ADR 23381B106 26,947 2,435,341 SH   SOLE   2,248,024 0 187,317
DANONE-SPONS ADR ADR 23636T100 41,018 2,522,638 SH   SOLE   2,379,313 0 143,325
DAVITA INC COM 23918K108 11,825 179,331 SH   SOLE   179,331 0 0
DELPHI TECHNOLOGIES PLC COM G2709G107 5,770 121,093 SH   SOLE   121,093 0 0
DEUTSCHE TELEKOM AG-SPON ADR ADR 251566105 5 318 SH   SOLE   318 0 0
DEVON ENERGY CORP COM 25179M103 43,963 1,382,933 SH   SOLE   1,321,369 0 61,564
DEXCOM INC COM 252131107 14,358 193,614 SH   SOLE   193,614 0 0
DOMINO'S PIZZA E-UNSPON ADR ADR 25754L108 3,345 211,019 SH   SOLE   208,441 0 2,578
DOMINOS PIZZA UK & IRL-ADR ADR 25754W104 23,169 2,400,889 SH   SOLE   2,234,983 0 165,906
DROPBOX INC-CLASS A COM 26210C104 429 13,734 SH   SOLE   13,734 0 0
ECHOSTAR CORP-A COM 278768106 107,569 2,038,442 SH   SOLE   2,022,597 0 15,845
EDENRED SA-UNSP ADR ADR 279655104 16,586 947,787 SH   SOLE   936,227 0 11,560
EDF-UNSPON ADR ADR 285039103 46,951 16,445,139 SH   SOLE   15,212,346 0 1,232,793
ENTERPRISE PRODUCTS PARTNERS COM 293792107 40,775 1,665,629 SH   SOLE   1,564,256 0 101,373
EQUINIX INC COM 29444U700 1,808 4,325 SH   SOLE   4,325 0 0
ESSILOR INTL-UNSPON ADR ADR 297284200 10,590 156,654 SH   SOLE   154,744 0 1,910
EVOLENT HEALTH INC - A COM 30050B101 26,403 1,852,826 SH   SOLE   1,766,205 0 86,621
EVOLUTION GAMING GROUP-ADR ADR 30051E104 5,225 188,966 SH   SOLE   186,677 0 2,289
EXPEDIA GROUP INC COM 30212P303 38,716 350,661 SH   SOLE   337,084 0 13,577
FACEBOOK INC-A COM 30303M102 225,941 1,413,987 SH   SOLE   1,400,417 0 13,570
FARM CREDIT BANK/TEXAS PFD 30767E307 11,750 10,000 SH   SOLE   10,000 0 0
FERROVIAL SA-UNSPONSORED ADR ADR 315437103 30,555 1,465,120 SH   SOLE   1,352,859 0 112,261
FIRST QUANTUM MINERALS LTD COM 335934105 10,928 778,325 SH   SOLE   778,325 0 0
FIRST TENNESSEE BANK PFD 337158208 9,360 12,000 SH   SOLE   12,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 22,286 110,056 SH   SOLE   110,056 0 0
FOMENTO ECONOMICO MEX-SP ADR ADR 344419106 47,743 522,181 SH   SOLE   520,198 0 1,983
FORTIS INC COM 349553107 22,201 657,423 SH   SOLE   624,822 0 32,601
FOUR SEASONS EDUCATION CAYMA ADR 35101A101 935 141,005 SH   SOLE   141,005 0 0
FRESENIUS MEDICAL CARE-ADR ADR 358029106 18,302 358,302 SH   SOLE   353,912 0 4,390
FRESENIUS SE & CO-SPN ADR ADR 35804M105 25,543 1,331,057 SH   SOLE   1,226,639 0 104,418
GALAXY ENTERTAINMENT GROUP L COM Y2679D118 21,926 2,415,238 SH   SOLE   2,385,791 0 29,447
GENERAL ELECTRIC CO COM 369604103 25,634 1,901,662 SH   SOLE   1,830,055 0 71,607
GILEAD SCIENCES INC COM 375558103 88,393 1,172,470 SH   SOLE   1,121,017 0 51,453
GLOBALSTAR INC COM 378973408 284 412,447 SH   SOLE   412,447 0 0
GLOBANT SA COM L44385109 10,041 194,827 SH   SOLE   194,827 0 0
GRANITE POINT MORTGAGE TRUST COM 38741L107 23,453 1,417,964 SH   SOLE   1,417,964 0 0
GREENTREE HOSPITALITY GR-ADR ADR 39579V100 956 75,000 SH   SOLE   75,000 0 0
GRIFOLS SA-ADR ADR 398438408 10,787 508,844 SH   SOLE   502,615 0 6,229
HALLIBURTON CO COM 406216101 244,034 5,198,844 SH   SOLE   5,134,811 0 64,033
HARGREAVES LANSDOWN PLC COM G43940108 8,664 378,502 SH   SOLE   373,874 0 4,628
HDFC BANK LTD-ADR ADR 40415F101 12,910 130,711 SH   SOLE   130,711 0 0
HOME DEPOT INC COM 437076102 331,042 1,857,281 SH   SOLE   1,857,281 0 0
HP INC COM 40434L105 35,227 1,607,068 SH   SOLE   1,521,191 0 85,877
IBERDROLA SA-SPONSORED ADR ADR 450737101 25,170 853,502 SH   SOLE   789,589 0 63,913
ICICI BANK LTD-SPON ADR ADR 45104G104 35,133 3,969,841 SH   SOLE   3,969,841 0 0
INDITEX-UNSPON ADR ADR 455793109 11,124 708,779 SH   SOLE   654,195 0 54,584
INFINEON TECHNOLOGIES-ADR ADR 45662N103 38,507 1,426,961 SH   SOLE   1,317,423 0 109,538
ING GROEP N.V.-SPONSORED ADR ADR 456837103 9,056 534,894 SH   SOLE   528,284 0 6,610
INOGEN INC COM 45780L104 6,641 54,062 SH   SOLE   54,062 0 0
IQIYI INC-ADR ADR 46267X108 43,157 2,775,350 SH   SOLE   2,775,350 0 0
ISHARES MSCI EAFE ETF ETF 464287465 63 902 SH   SOLE   506 0 396
ITAU UNIBANCO H-SPON PRF ADR ADR 465562106 27,987 1,794,061 SH   SOLE   1,794,061 0 0
ITT INC COM 45073V108 21,651 442,034 SH   SOLE   422,924 0 19,110
JAPAN EXCHANGE GROUP INC-ADR ADR 471059105 13,415 1,428,607 SH   SOLE   1,411,065 0 17,542
JPMORGAN CHASE & CO COM 46625H100 568,208 5,166,935 SH   SOLE   5,130,866 0 36,069
JUST EAT PLC - UNSP ADR ADR 48213U105 13,205 2,641,018 SH   SOLE   2,610,003 0 31,015
KERRY GROUP PLC-SPONS ADR ADR 492460100 13,964 139,445 SH   SOLE   137,787 0 1,658
KINGFISHER PLC-SPONS ADR ADR 495724403 23,156 2,779,885 SH   SOLE   2,564,845 0 215,040
KOREA ELEC POWER CORP-SP ADR ADR 500631106 14 936 SH   SOLE   936 0 0
KOSE CORP-UNSPONSORED ADR ADR 500679105 17,742 422,134 SH   SOLE   417,012 0 5,122
LAFARGEHOLCIM LTD-UNSP ADR ADR 50586V108 22,361 2,048,680 SH   SOLE   1,891,334 0 157,346
LAMAR ADVERTISING CO-A COM 512816109 103,298 1,622,656 SH   SOLE   1,622,656 0 0
LAS VEGAS SANDS CORP COM 517834107 298,149 4,146,721 SH   SOLE   4,146,721 0 0
LIBERTY GLOBAL PLC- C COM G5480U120 92,738 3,047,577 SH   SOLE   3,004,722 0 42,855
LYONDELLBASELL INDU-CL A COM N53745100 181,409 1,716,587 SH   SOLE   1,716,587 0 0
MASTERCARD INC - A COM 57636Q104 48,049 274,317 SH   SOLE   273,305 0 1,012
MEDTRONIC PLC COM G5960L103 51,624 643,526 SH   SOLE   613,262 0 30,264
MERCK & CO. INC. COM 58933Y105 253,157 4,647,647 SH   SOLE   4,647,647 0 0
MERLIN ENTERTAINMENT-SP ADR ADR 59010Q205 7,433 738,855 SH   SOLE   729,739 0 9,116
MFA FINANCIAL INC COM 55272X102 257,879 34,246,878 SH   SOLE   34,246,878 0 0
MGM CHINA HOLDINGS-UNSP ADR ADR 55300R101 10,598 335,388 SH   SOLE   331,294 0 4,094
MICROSOFT CORP COM 594918104 785 8,602 SH   SOLE   8,602 0 0
MITSUBISHI UFJ FINL-SPON ADR ADR 606822104 4 535 SH   SOLE   535 0 0
MONSANTO CO COM 61166W101 10,281 88,105 SH   SOLE   88,105 0 0
MONSTER BEVERAGE CORP COM 61174X109 14,984 261,918 SH   SOLE   261,918 0 0
MORGAN STANLEY PFD 61747S504 2,735 120,000 SH   SOLE   120,000 0 0
NATIONAL GRID PLC-SP ADR ADR 636274409 18 318 SH   SOLE   318 0 0
NETENT AB-UNSPONSORED ADR ADR 64112W100 4,735 459,726 SH   SOLE   453,745 0 5,981
NETFLIX INC COM 64110L106 8,081 27,361 SH   SOLE   27,361 0 0
NEVRO CORP COM 64157F103 17,017 196,343 SH   SOLE   196,343 0 0
NIKE INC -CL B COM 654106103 39,512 594,698 SH   SOLE   563,632 0 31,066
NN GROUP NV - UNSPON ADR ADR 629334103 25,686 1,152,876 SH   SOLE   1,064,559 0 88,317
NOMAD FOODS LTD COM G6564A105 51,412 3,266,351 SH   SOLE   3,118,453 0 147,898
NOVARTIS AG-SPONSORED ADR ADR 66987V109 22,890 283,123 SH   SOLE   283,123 0 0
NUTRIEN LTD COM 67077M108 1,527 32,306 SH   SOLE   32,306 0 0
OAKTREE CAPITAL GROUP LLC COM 674001201 39,049 986,084 SH   SOLE   937,884 0 48,200
OMRON CORP- SPONSORED ADR ADR 682151303 48,862 827,891 SH   SOLE   764,751 0 63,140
ONEOK INC COM 682680103 239,750 4,212,051 SH   SOLE   4,212,051 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 49,337 199,439 SH   SOLE   189,581 0 9,858
OUTFRONT MEDIA INC COM 69007J106 43,383 2,315,000 SH   SOLE   2,315,000 0 0
PALO ALTO NETWORKS INC COM 697435105 37,568 206,962 SH   SOLE   199,881 0 7,081
PAYPAL HOLDINGS INC COM 70450Y103 13,857 182,641 SH   SOLE   182,641 0 0
PENNYMAC MORTGAGE INVESTMENT COM 70931T103 46,306 2,568,281 SH   SOLE   2,467,549 0 100,732
PFIZER INC COM 717081103 88,934 2,505,883 SH   SOLE   2,505,883 0 0
PHIBRO ANIMAL HEALTH CORP-A COM 71742Q106 1 18 SH   SOLE   18 0 0
PING AN INSURANCE-ADR ADR 72341E304 37,521 1,808,675 SH   SOLE   1,669,096 0 139,579
PIONEER NATURAL RESOURCES CO COM 723787107 11,542 67,189 SH   SOLE   67,189 0 0
PRICESMART INC COM 741511109 12,239 146,489 SH   SOLE   145,992 0 497
PROOFPOINT INC COM 743424103 8,313 73,143 SH   SOLE   73,143 0 0
PURE STORAGE INC - CLASS A COM 74624M102 23,145 1,160,142 SH   SOLE   1,107,443 0 52,699
QUALCOMM INC COM 747525103 293,551 5,297,804 SH   SOLE   5,297,804 0 0
RECKITT BENCKISER-SPON ADR ADR 756255204 24,502 1,455,869 SH   SOLE   1,340,185 0 115,684
ROYAL DUTCH SHELL-SPON ADR-A ADR 780259206 732,105 11,473,201 SH   SOLE   11,440,042 0 33,159
RPC GROUP PLC-UNSP ADR ADR 749661104 14,096 649,783 SH   SOLE   525,103 0 124,680
RYANAIR HOLDINGS PLC-SP ADR ADR 783513203 242,499 1,973,942 SH   SOLE   1,956,734 0 17,208
SANDS CHINA LTD-UNSPONS ADR ADR 80007R105 12,557 231,005 SH   SOLE   228,174 0 2,831
SAP SE-SPONSORED ADR ADR 803054204 34,812 331,039 SH   SOLE   305,623 0 25,416
SEASPAN CORP COM Y75638109 1,240 185,600 SH   SOLE   185,600 0 0
SERVICENOW INC COM 81762P102 13,335 80,599 SH   SOLE   80,599 0 0
SHAW COMMUNICATIONS INC-B COM 82028K200 1,171 60,812 SH   SOLE   60,812 0 0
SHIN-ETSU CHEM-UNSPON ADR ADR 824551105 41,128 1,583,375 SH   SOLE   1,462,056 0 121,319
SOLAR CAPITAL LTD COM 83413U100 93,702 4,613,589 SH   SOLE   4,613,589 0 0
SPLUNK INC COM 848637104 8,772 89,157 SH   SOLE   89,157 0 0
ST JAMES'S PLACE PLC COM G5005D124 14,841 974,442 SH   SOLE   962,476 0 11,966
STARBUCKS CORP COM 855244109 41,636 719,220 SH   SOLE   685,784 0 33,436
SUBARU CORP-UNSPONS ADR ADR 86428V104 12,948 781,399 SH   SOLE   721,465 0 59,934
SUNCOR ENERGY INC COM 867224107 134,828 3,904,529 SH   SOLE   3,904,529 0 0
SVB FINANCIAL GROUP COM 78486Q101 17,861 74,416 SH   SOLE   74,416 0 0
SWITCH INC - A COM 87105L104 5,481 344,499 SH   SOLE   344,499 0 0
TAIWAN SEMICONDUCTOR-SP ADR ADR 874039100 2,167 49,512 SH   SOLE   49,512 0 0
TAL EDUCATION GROUP- ADR ADR 874080104 248,477 6,699,304 SH   SOLE   6,619,030 0 80,274
TEEKAY CORP COM Y8564W103 1,623 200,563 SH   SOLE   200,563 0 0
TEEKAY LNG PARTNERS LP COM Y8564M105 53,533 2,990,690 SH   SOLE   2,941,840 0 48,850
TENCENT HOLDINGS LTD-UNS ADR ADR 88032Q109 29,602 555,485 SH   SOLE   531,639 0 23,846
TEVA PHARMACEUTICAL-SP ADR ADR 881624209 65,088 3,808,527 SH   SOLE   3,751,558 0 56,969
THERMO FISHER SCIENTIFIC INC COM 883556102 82,611 400,131 SH   SOLE   377,706 0 22,425
TJX COMPANIES INC COM 872540109 14,340 175,823 SH   SOLE   175,823 0 0
T-MOBILE US INC COM 872590104 174,065 2,851,660 SH   SOLE   2,851,660 0 0
TRI POINTE GROUP INC COM 87265H109 45,667 2,779,466 SH   SOLE   2,615,047 0 164,419
UNICREDIT SPA-ADR ADR 904678406 41,985 4,037,023 SH   SOLE   3,728,869 0 308,154
UNILEVER N V -NY SHARES COM 904784709 35,884 636,359 SH   SOLE   636,359 0 0
UNITED PARCEL SERVICE-CL B COM 911312106 34,187 326,646 SH   SOLE   308,457 0 18,189
US FOODS HOLDING CORP COM 912008109 76,565 2,336,446 SH   SOLE   2,223,588 0 112,858
VALERO ENERGY CORP COM 91913Y100 176,399 1,901,461 SH   SOLE   1,901,461 0 0
VANGUARD EUROPE PACIFIC ETF ETF 921943858 9,328 210,810 SH   SOLE   207,045 0 3,765
VEOLIA ENVIRONNEMENT-ADR ADR 92334N103 14,966 630,418 SH   SOLE   581,867 0 48,551
VEREIT INC PFD 92339V209 657 25,857 SH   SOLE   25,857 0 0
VIASAT INC COM 92552V100 4,469 68,008 SH   SOLE   68,008 0 0
VINCI S.A.-UNSPONS ADR ADR 927320101 20,708 840,750 SH   SOLE   776,278 0 64,472
VISA INC-CLASS A SHARES COM 92826C839 76,560 640,024 SH   SOLE   638,691 0 1,333
WALGREENS BOOTS ALLIANCE INC COM 931427108 344,242 5,258,014 SH   SOLE   5,258,014 0 0
WALMART INC COM 931142103 60,886 684,347 SH   SOLE   658,784 0 25,563
WARRIOR MET COAL INC COM 93627C101 10,868 388,021 SH   SOLE   388,021 0 0
WASHINGTON REIT COM 939653101 81,229 2,975,427 SH   SOLE   2,975,427 0 0
WELLS FARGO & CO COM 949746101 1,626 31,032 SH   SOLE   31,032 0 0
WIRECARD AG COM D22359133 20,049 169,929 SH   SOLE   167,882 0 2,047
WIX.COM LTD COM M98068105 11,533 144,975 SH   SOLE   144,975 0 0
WORKDAY INC-CLASS A COM 98138H101 8,419 66,236 SH   SOLE   66,236 0 0
WORLDPAY INC-CLASS A COM 981558109 34,440 418,778 SH   SOLE   416,039 0 2,739
WPP PLC-SPONSORED ADR ADR 92937A102 2 29 SH   SOLE   29 0 0
YANDEX NV-A COM N97284108 68,466 1,735,524 SH   SOLE   1,730,496 0 5,028
YOOX SPA-UNSPON ADR ADR 98615U104 18,833 406,243 SH   SOLE   401,252 0 4,991
YUM CHINA HOLDINGS INC COM 98850P109 20,419 492,023 SH   SOLE   492,023 0 0
ZALANDO SE - UNSPONSORED ADR ADR 98887L105 15,196 550,395 SH   SOLE   543,654 0 6,741
ZAYO GROUP HOLDINGS INC COM 98919V105 93,333 2,732,236 SH   SOLE   2,732,236 0 0
ZILLOW GROUP INC - C COM 98954M200 13,381 248,726 SH   SOLE   248,726 0 0
ZSCALER INC COM 98980G102 39 1,385 SH   SOLE   1,385 0 0