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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 379,266 2,078,739 SH   SOLE   2,063,835 0 14,904
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 228 2,719 SH   SOLE   2,719 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 245 1,302 SH   SOLE   1,302 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 28,587 707,062 SH   SOLE   700,642 0 6,420
AZUL S A SPONSR ADR PFD 05501U106 17,547 600,714 SH   SOLE   600,714 0 0
BAIDU INC SPON ADR REP A 056752108 38,559 233,903 SH   SOLE   233,101 0 802
BARCLAYS PLC ADR 06738E204 15,485 1,935,627 SH   SOLE   1,901,770 0 33,857
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 9,377 183,898 SH   SOLE   132,514 0 51,384
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 11,980 150,688 SH   SOLE   147,987 0 2,701
CHINA UNICOM (HONG KONG) LTD SPONSORED ADR 16945R104 403 31,515 SH   SOLE   31,515 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 5 469 SH   SOLE   469 0 0
CRH PLC ADR 12626K203 6,491 209,392 SH   SOLE   205,742 0 3,650
ENI S P A SPONSORED ADR 26874R108 4 104 SH   SOLE   104 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 73,294 794,256 SH   SOLE   792,067 0 2,189
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 38,016 937,971 SH   SOLE   926,622 0 11,349
GDS HLDGS LTD SPONSORED ADS 36165L108 60,018 1,681,645 SH   SOLE   1,676,861 0 4,784
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 899 64,976 SH   SOLE   64,976 0 0
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 178 1,996 SH   SOLE   1,996 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 11,555 99,686 SH   SOLE   99,686 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 23,063 547,296 SH   SOLE   544,498 0 2,798
ICICI BK LTD ADR 45104G104 38,072 3,322,122 SH   SOLE   3,322,122 0 0
ING GROEP N V SPONSORED ADR 456837103 13,248 1,091,294 SH   SOLE   1,072,234 0 19,060
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 19,904 2,259,222 SH   SOLE   2,259,222 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 3 80 SH   SOLE   80 0 0
NOVARTIS A G SPONSORED ADR 66987V109 27,648 287,584 SH   SOLE   287,584 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 228 15,951 SH   SOLE   15,951 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 163 10,224 SH   SOLE   10,224 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 4,184 108,842 SH   SOLE   108,842 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 571,915 9,137,475 SH   SOLE   9,128,211 0 9,264
RYANAIR HLDGS PLC SPONSORED ADS 783513203 145,656 1,943,636 SH   SOLE   1,941,681 0 1,955
SAP SE SPON ADR 803054204 20,264 175,504 SH   SOLE   172,414 0 3,090
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,812 44,232 SH   SOLE   44,232 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 163,154 4,522,011 SH   SOLE   4,506,426 0 15,585
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 52,302 3,335,555 SH   SOLE   3,327,065 0 8,490
SUNCOR ENERGY INC NEW COM 867224107 10,278 317,129 SH   SOLE   317,129 0 0
ACTIVISION BLIZZARD INC COM 00507V109 109,104 2,396,310 SH   SOLE   2,322,049 0 74,261
ADIENT PLC ORD SHS G0084W101 20 1,568 SH   SOLE   1,568 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 11,357 106,028 SH   SOLE   106,028 0 0
ALASKA AIR GROUP INC COM 011659109 7,012 124,949 SH   SOLE   124,949 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 14,584 107,884 SH   SOLE   107,884 0 0
ALKERMES PLC SHS G01767105 41,364 1,133,566 SH   SOLE   1,083,883 0 49,683
ALLERGAN PLC SHS G0177J108 57,127 390,184 SH   SOLE   390,184 0 0
ALPHABET INC CAP STK CL A 02079K305 123,426 104,875 SH   SOLE   104,875 0 0
ALPHABET INC CAP STK CL C 02079K107 103,160 87,922 SH   SOLE   84,593 0 3,329
AMAZON COM INC COM 023135106 38,744 21,757 SH   SOLE   21,757 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 17,826 631,004 SH   SOLE   596,604 0 34,400
APOLLO INVT CORP COM NEW 03761U502 124,007 8,190,667 SH   SOLE   8,190,667 0 0
APPLE INC COM 037833100 41,499 218,471 SH   SOLE   209,745 0 8,726
ARES CAP CORP COM 04010L103 272,260 15,884,489 SH   SOLE   15,884,489 0 0
ARISTA NETWORKS INC COM 040413106 18,463 58,714 SH   SOLE   58,714 0 0
ASSURED GUARANTY LTD COM G0585R106 73,560 1,655,648 SH   SOLE   1,579,947 0 75,701
AT&T INC COM 00206R102 125,046 3,987,438 SH   SOLE   3,987,438 0 0
AXA EQUITABLE HLDGS INC COM 054561105 223,507 11,097,661 SH   SOLE   11,053,120 0 44,541
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 1,843 51,374 SH   SOLE   51,374 0 0
BOOKING HLDGS INC COM 09857L108 34,415 19,723 SH   SOLE   19,723 0 0
BOSTON SCIENTIFIC CORP COM 101137107 301 7,851 SH   SOLE   7,851 0 0
BRINKS CO COM 109696104 10,156 134,675 SH   SOLE   134,675 0 0
BROADCOM INC COM 11135F101 257,683 856,916 SH   SOLE   856,916 0 0
CANADIAN PAC RY LTD COM 13645T100 119,816 581,548 SH   SOLE   579,862 0 1,686
CAPITAL ONE FINL CORP COM 14040H105 156,796 1,919,406 SH   SOLE   1,880,654 0 38,752
CARGURUS INC COM CL A 141788109 9,826 245,288 SH   SOLE   245,288 0 0
CARMAX INC COM 143130102 31,412 450,033 SH   SOLE   434,872 0 15,161
CASA SYS INC COM 14713L102 12,586 1,516,372 SH   SOLE   1,459,919 0 56,453
CENTURYLINK INC COM 156700106 1,051 87,682 SH   SOLE   87,682 0 0
CF INDS HLDGS INC COM 125269100 80,968 1,980,638 SH   SOLE   1,980,638 0 0
CHIMERA INVT CORP COM NEW 16934Q208 166,786 8,900,000 SH   SOLE   8,900,000 0 0
CITIGROUP INC COM NEW 172967424 135,351 2,175,364 SH   SOLE   2,132,949 0 42,415
CME GROUP INC COM CL A 12572Q105 511,412 3,107,379 SH   SOLE   3,107,379 0 0
CNH INDL N V SHS N20944109 8,904 872,986 SH   SOLE   857,933 0 15,053
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 43,016 593,735 SH   SOLE   564,546 0 29,189
COMCAST CORP NEW CL A 20030N101 85,060 2,127,574 SH   SOLE   2,046,759 0 80,815
CONCHO RES INC COM 20605P101 8,786 79,184 SH   SOLE   79,184 0 0
COPA HOLDINGS SA CL A P31076105 9,712 120,486 SH   SOLE   120,486 0 0
CREDICORP LTD COM G2519Y108 129 539 SH   SOLE   539 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 199,416 1,557,936 SH   SOLE   1,557,936 0 0
CROWN HOLDINGS INC COM 228368106 54,449 997,776 SH   SOLE   946,728 0 51,048
DAVITA INC COM 23918K108 11,169 205,734 SH   SOLE   205,734 0 0
DEVON ENERGY CORP NEW COM 25179M103 34,455 1,091,715 SH   SOLE   1,091,320 0 395
DEXCOM INC COM 252131107 9,356 78,553 SH   SOLE   78,553 0 0
ECHOSTAR CORP CL A 278768106 55,553 1,524,092 SH   SOLE   1,524,092 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 43,472 1,493,874 SH   SOLE   1,392,501 0 101,373
EQUINIX INC COM 29444U700 1,178 2,600 SH   SOLE   2,600 0 0
EXPEDIA GROUP INC COM NEW 30212P303 34,964 293,814 SH   SOLE   284,264 0 9,550
FACEBOOK INC CL A 30303M102 162,751 976,368 SH   SOLE   966,548 0 9,820
FARFETCH LTD ORD SH CL A 30744W107 30,288 1,125,522 SH   SOLE   1,121,939 0 3,583
FLEETCOR TECHNOLOGIES INC COM 339041105 25,596 103,798 SH   SOLE   103,798 0 0
FLEX LTD ORD Y2573F102 17,324 1,732,370 SH   SOLE   1,629,280 0 103,090
FORTIS INC COM 349553107 18,084 488,885 SH   SOLE   462,284 0 26,601
GILEAD SCIENCES INC COM 375558103 82,938 1,275,773 SH   SOLE   1,222,457 0 53,316
GLOBANT S A COM L44385109 6,234 87,312 SH   SOLE   87,312 0 0
GRANITE PT MTG TR INC COM 38741L107 26,323 1,417,500 SH   SOLE   1,417,500 0 0
HALLIBURTON CO COM 406216101 5 172 SH   SOLE   172 0 0
HOME DEPOT INC COM 437076102 295,571 1,540,316 SH   SOLE   1,540,316 0 0
HP INC COM 40434L105 28,589 1,471,378 SH   SOLE   1,385,917 0 85,461
HUNTSMAN CORP COM 447011107 34,195 1,520,467 SH   SOLE   1,431,321 0 89,146
INOGEN INC COM 45780L104 2,723 28,548 SH   SOLE   28,548 0 0
IPG PHOTONICS CORP COM 44980X109 4,474 29,478 SH   SOLE   29,478 0 0
ITT INC COM 45073V108 15,439 266,191 SH   SOLE   250,368 0 15,823
JPMORGAN CHASE & CO COM 46625H100 463,696 4,580,623 SH   SOLE   4,541,508 0 39,115
KANSAS CITY SOUTHERN COM NEW 485170302 158 1,364 SH   SOLE   1,364 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 128,612 1,622,656 SH   SOLE   1,622,656 0 0
LAS VEGAS SANDS CORP COM 517834107 242,070 3,970,962 SH   SOLE   3,970,962 0 0
LAZARD LTD SHS A G54050102 44,362 1,227,500 SH   SOLE   1,227,500 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 7,743 512,775 SH   SOLE   512,775 0 0
LOCKHEED MARTIN CORP COM 539830109 304 1,013 SH   SOLE   1,013 0 0
LYFT INC CL A COM 55087P104 4,511 57,625 SH   SOLE   57,625 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 149,899 1,782,816 SH   SOLE   1,782,816 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 131 4,734 SH   SOLE   4,734 0 0
MASTERCARD INC CL A 57636Q104 62,067 263,608 SH   SOLE   262,745 0 863
MCDERMOTT INTL INC COM 580037703 6,036 811,299 SH   SOLE   763,058 0 48,241
MEDTRONIC PLC SHS G5960L103 53,350 585,754 SH   SOLE   558,255 0 27,499
MERCADOLIBRE INC COM 58733R102 126 248 SH   SOLE   248 0 0
MERCK & CO INC COM 58933Y105 303,622 3,650,620 SH   SOLE   3,650,620 0 0
MFA FINL INC COM 55272X102 254,519 35,009,478 SH   SOLE   35,009,478 0 0
MICRON TECHNOLOGY INC COM 595112103 15,671 379,178 SH   SOLE   379,178 0 0
MICROSOFT CORP COM 594918104 1,976 16,757 SH   SOLE   16,757 0 0
MOHAWK INDS INC COM 608190104 17,219 136,496 SH   SOLE   129,572 0 6,924
NAVIENT CORPORATION COM 63938C108 20,362 1,759,867 SH   SOLE   1,689,316 0 70,551
NETFLIX INC COM 64110L106 13,987 39,228 SH   SOLE   39,228 0 0
NIKE INC CL B 654106103 5 54 SH   SOLE   54 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 63,734 3,116,585 SH   SOLE   2,948,867 0 167,718
NUTRIEN LTD COM 67077M108 75,270 1,426,652 SH   SOLE   1,422,526 0 4,126
NXP SEMICONDUCTORS N V COM N6596X109 15,844 179,250 SH   SOLE   177,999 0 1,251
OAKTREE CAP GROUP LLC UNIT CL A 674001201 51,360 1,034,438 SH   SOLE   970,104 0 64,334
OUTFRONT MEDIA INC COM 69007J106 74,344 3,177,100 SH   SOLE   3,177,100 0 0
OWENS ILL INC COM NEW 690768403 2,655 139,888 SH   SOLE   130,120 0 9,768
PALO ALTO NETWORKS INC COM 697435105 180 743 SH   SOLE   743 0 0
PAYPAL HLDGS INC COM 70450Y103 13,929 134,135 SH   SOLE   134,135 0 0
PEABODY ENERGY CORP NEW COM 704551100 36,471 1,287,366 SH   SOLE   1,287,366 0 0
PENNYMAC MTG INVT TR COM 70931T103 42,943 2,073,516 SH   SOLE   1,975,240 0 98,276
PFIZER INC COM 717081103 97,447 2,294,493 SH   SOLE   2,294,493 0 0
PIONEER NAT RES CO COM 723787107 10,230 67,182 SH   SOLE   67,182 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 11,378 545,692 SH   SOLE   545,692 0 0
PROOFPOINT INC COM 743424103 11,663 96,049 SH   SOLE   96,049 0 0
PTC INC COM 69370C100 3 34 SH   SOLE   34 0 0
PURE STORAGE INC CL A 74624M102 37,508 1,721,342 SH   SOLE   1,646,626 0 74,716
QUALCOMM INC COM 747525103 301,555 5,287,660 SH   SOLE   5,287,660 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 11,146 260,657 SH   SOLE   260,657 0 0
SEASPAN CORP SHS Y75638109 2,145 246,589 SH   SOLE   246,589 0 0
SERVICENOW INC COM 81762P102 12,018 48,758 SH   SOLE   48,758 0 0
SOLAR CAP LTD COM 83413U100 96,147 4,613,589 SH   SOLE   4,613,589 0 0
SPLUNK INC COM 848637104 9,563 76,750 SH   SOLE   76,750 0 0
SQUARE INC CL A 852234103 13,430 179,262 SH   SOLE   179,262 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 31,300 491,437 SH   SOLE   491,437 0 0
STARBUCKS CORP COM 855244109 52,822 710,548 SH   SOLE   677,229 0 33,319
T MOBILE US INC COM 872590104 92,366 1,336,707 SH   SOLE   1,336,707 0 0
TEEKAY CORPORATION COM Y8564W103 745 189,942 SH   SOLE   189,942 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 56,765 3,794,476 SH   SOLE   3,707,569 0 86,907
TEXAS INSTRS INC COM 882508104 7,263 68,477 SH   SOLE   68,477 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 94,454 345,077 SH   SOLE   328,661 0 16,416
THOMSON REUTERS CORP COM NEW 884903709 910 15,378 SH   SOLE   15,373 0 5
TJX COS INC NEW COM 872540109 20,919 393,135 SH   SOLE   393,135 0 0
UBS GROUP AG SHS H42097107 12,790 1,056,192 SH   SOLE   1,037,580 0 18,612
UNILEVER N V N Y SHS NEW 904784709 30,384 521,251 SH   SOLE   521,251 0 0
UNITED PARCEL SERVICE INC CL B 911312106 40,419 361,725 SH   SOLE   343,599 0 18,126
US FOODS HLDG CORP COM 912008109 84,594 2,423,216 SH   SOLE   2,302,882 0 120,334
VALERO ENERGY CORP NEW COM 91913Y100 157,477 1,856,384 SH   SOLE   1,856,384 0 0
VISA INC COM CL A 92826C839 85,699 548,682 SH   SOLE   547,423 0 1,259
WALGREENS BOOTS ALLIANCE INC COM 931427108 373,556 5,904,164 SH   SOLE   5,904,164 0 0
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 89,154 3,141,427 SH   SOLE   3,141,427 0 0
WELLS FARGO CO NEW COM 949746101 846 17,513 SH   SOLE   17,513 0 0
WIX COM LTD SHS M98068105 10,668 88,288 SH   SOLE   88,288 0 0
WORKDAY INC CL A 98138H101 10,863 56,329 SH   SOLE   56,329 0 0
WORLDPAY INC CL A 981558109 59,136 521,023 SH   SOLE   518,200 0 2,823
YANDEX N V SHS CLASS A N97284108 76,386 2,224,409 SH   SOLE   2,218,134 0 6,275
ZAYO GROUP HLDGS INC COM 98919V105 74,439 2,619,238 SH   SOLE   2,619,238 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 11,718 337,316 SH   SOLE   337,316 0 0
INVESCO DB MLTI SECTR CMMTY AGRICULTURE FD 46140H106 238 14,456 SH   SOLE   14,456 0 0
INVESCO DB MLTI SECTR CMMTY BASE METALS FD 46140H700 243 14,276 SH   SOLE   14,276 0 0
ISHARES TR MSCI EAFE ETF 464287465 13 203 SH   SOLE   203 0 0
ISHARES TR MSCI INDIA ETF 46429B598 239 6,792 SH   SOLE   6,792 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 600 4,916 SH   SOLE   4,916 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 244 19,549 SH   SOLE   19,549 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 10,894 266,554 SH   SOLE   264,287 0 2,267
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 50 998 SH   SOLE   998 0 0