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
BARCLAYS PLC-SPONS ADR ADR 06738E204 11,674 1,590,492 SH   SOLE   1,568,027 0 22,465
ICICI BANK LTD-SPON ADR ADR 45104G104 28,467 2,337,189 SH   SOLE   2,337,189 0 0
ERICSSON (LM) TEL-SP ADR ADR B SEK 10 294821608 11,085 1,389,111 SH   SOLE   1,369,604 0 19,507
HUYA INC-ADR ADS REP SHS A 44852D108 31,859 1,347,676 SH   SOLE   1,342,950 0 4,726
INVESCO DB AGRICULTURE FUND AGRICULTURE FD 46140H106 354 22,307 SH   SOLE   22,307 0 0
VANGUARD FTSE ALL-WORLD EX-U ALLWRLD EX US 922042775 73 1,459 SH   SOLE   1,459 0 0
INVESCO DB BASE METALS FUND BASE METALS FD 46140H700 438 29,684 SH   SOLE   29,684 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 107,570 88,090 SH   SOLE   88,090 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 105,769 86,767 SH   SOLE   83,248 0 3,519
COGNIZANT TECH SOLUTIONS-A CL A 192446102 19,608 325,369 SH   SOLE   310,316 0 15,053
COMCAST CORP-CLASS A CL A 20030N101 88,610 1,965,615 SH   SOLE   1,884,915 0 80,700
COPA HOLDINGS SA-CLASS A CL A P31076105 12,034 121,860 SH   SOLE   121,860 0 0
DISH NETWORK CORP-A CL A 25470M109 8,271 242,779 SH   SOLE   242,779 0 0
ECHOSTAR CORP-A CL A 278768106 44,619 1,126,184 SH   SOLE   1,126,184 0 0
FACEBOOK INC-CLASS A CL A 30303M102 136,568 766,889 SH   SOLE   757,084 0 9,805
LAMAR ADVERTISING CO-A CL A 512816109 132,944 1,622,656 SH   SOLE   1,622,656 0 0
MASTERCARD INC - A CL A 57636Q104 55,179 203,186 SH   SOLE   202,463 0 723
PINTEREST INC- CLASS A CL A 72352L106 2,978 112,602 SH   SOLE   112,602 0 0
PURE STORAGE INC - CLASS A CL A 74624M102 36,362 2,146,506 SH   SOLE   2,011,894 0 134,612
SQUARE INC - A CL A 852234103 14,321 231,168 SH   SOLE   231,168 0 0
TRADEWEB MARKETS INC-CLASS A CL A 892672106 520 14,057 SH   SOLE   14,057 0 0
WORKDAY INC-CLASS A CL A 98138H101 7,885 46,391 SH   SOLE   46,391 0 0
ZOOM VIDEO COMMUNICATIONS-A CL A 98980L101 2,996 39,312 SH   SOLE   39,312 0 0
BROOKFIELD ASSET MANAGE-CL A CL A LTD VT SH 112585104 33,901 638,557 SH   SOLE   598,844 0 39,713
UNITED PARCEL SERVICE-CL B CL B 911312106 33,856 282,561 SH   SOLE   269,002 0 13,559
LIONS GATE ENTERTAINMENT-B CL B NON VTG 535919500 2,695 308,375 SH   SOLE   308,375 0 0
ZILLOW GROUP INC - C CL C CAP STK 98954M200 10,021 336,037 SH   SOLE   336,037 0 0
ENTERPRISE PRODUCTS PARTNERS COM 293792107 42,853 1,499,396 SH   SOLE   1,398,023 0 101,373
EQUINIX INC COM 29444U700 419 727 SH   SOLE   727 0 0
ABBVIE INC COM 00287Y109 207,233 2,736,827 SH   SOLE   2,736,827 0 0
ACTIVISION BLIZZARD INC COM 00507V109 118,398 2,237,301 SH   SOLE   2,163,081 0 74,220
ALASKA AIR GROUP INC COM 011659109 7,057 108,723 SH   SOLE   108,723 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 9,543 97,440 SH   SOLE   97,440 0 0
AMAZON.COM INC COM 023135106 38,225 22,020 SH   SOLE   22,020 0 0
APPLE INC COM 037833100 43,332 193,471 SH   SOLE   184,764 0 8,707
ARES CAPITAL CORP COM 04010L103 294,964 15,828,509 SH   SOLE   15,828,509 0 0
ASSURED GUARANTY LTD COM G0585R106 56,032 1,260,271 SH   SOLE   1,191,671 0 68,600
AT&T INC COM 00206R102 109,198 2,885,786 SH   SOLE   2,885,786 0 0
AXA EQUITABLE HOLDINGS INC COM 054561105 254,794 11,497,928 SH   SOLE   11,497,928 0 0
BOOKING HOLDINGS INC COM 09857L108 53,726 27,375 SH   SOLE   27,375 0 0
BOSTON SCIENTIFIC CORP COM 101137107 250 6,135 SH   SOLE   6,135 0 0
BRINK'S CO/THE COM 109696104 17,481 210,746 SH   SOLE   210,746 0 0
BROADCOM INC COM 11135F101 248,900 901,584 SH   SOLE   901,584 0 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 84,891 381,602 SH   SOLE   380,480 0 1,122
CAPITAL ONE FINANCIAL CORP COM 14040H105 139,378 1,531,958 SH   SOLE   1,493,277 0 38,681
CARMAX INC COM 143130102 34,923 396,857 SH   SOLE   381,720 0 15,137
CASA SYSTEMS INC COM 14713L102 3,005 382,552 SH   SOLE   366,846 0 15,706
CENTURYLINK INC COM 156700106 31 2,469 SH   SOLE   2,469 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 48,630 988,411 SH   SOLE   988,411 0 0
CME GROUP INC COM 12572Q105 581,881 2,753,295 SH   SOLE   2,753,295 0 0
CREDICORP LTD COM G2519Y108 7,628 36,595 SH   SOLE   36,595 0 0
CROWN CASTLE INTL CORP COM 22822V101 205,049 1,475,065 SH   SOLE   1,475,065 0 0
CROWN HOLDINGS INC COM 228368106 72,487 1,097,288 SH   SOLE   1,036,603 0 60,685
CYRUSONE INC COM 23283R100 1,049 13,258 SH   SOLE   13,258 0 0
DAVITA INC COM 23918K108 81,284 1,424,284 SH   SOLE   1,424,284 0 0
DEVON ENERGY CORP COM 25179M103 24,372 1,012,981 SH   SOLE   1,012,761 0 220
DEXCOM INC COM 252131107 11,703 78,414 SH   SOLE   78,414 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 33,249 250,441 SH   SOLE   249,151 0 1,290
FLEETCOR TECHNOLOGIES INC COM 339041105 14,235 49,637 SH   SOLE   49,637 0 0
FORTIS INC COM 349553107 19,644 464,078 SH   SOLE   437,531 0 26,547
FRANCO-NEVADA CORP COM 351858105 28,450 312,085 SH   SOLE   311,284 0 801
GILEAD SCIENCES INC COM 375558103 79,423 1,253,131 SH   SOLE   1,199,899 0 53,232
GLOBANT SA COM L44385109 5,461 59,628 SH   SOLE   59,628 0 0
GRANITE POINT MORTGAGE TRUST COM 38741L107 26,564 1,417,500 SH   SOLE   1,417,500 0 0
HOME DEPOT INC COM 437076102 357,635 1,541,398 SH   SOLE   1,541,398 0 0
HP INC COM 40434L105 22,442 1,186,176 SH   SOLE   1,107,433 0 78,743
HUNTSMAN CORP COM 447011107 41,690 1,792,339 SH   SOLE   1,680,692 0 111,647
IAA INC COM 449253103 13,950 334,288 SH   SOLE   334,288 0 0
IPG PHOTONICS CORP COM 44980X109 15,055 111,022 SH   SOLE   111,022 0 0
ITT INC COM 45073V108 15,987 261,267 SH   SOLE   237,272 0 23,995
JPMORGAN CHASE & CO COM 46625H100 513,340 4,361,797 SH   SOLE   4,322,745 0 39,052
LAS VEGAS SANDS CORP COM 517834107 229,384 3,971,330 SH   SOLE   3,971,330 0 0
LOCKHEED MARTIN CORP COM 539830109 437 1,120 SH   SOLE   1,120 0 0
MERCADOLIBRE INC COM 58733R102 102 185 SH   SOLE   185 0 0
MERCK & CO. INC. COM 58933Y105 307,309 3,650,620 SH   SOLE   3,650,620 0 0
MFA FINANCIAL INC COM 55272X102 245,064 33,296,727 SH   SOLE   33,296,727 0 0
MICRON TECHNOLOGY INC COM 595112103 43,924 1,025,059 SH   SOLE   1,022,403 0 2,656
MICROSOFT CORP COM 594918104 24,425 175,684 SH   SOLE   175,684 0 0
MOHAWK INDUSTRIES INC COM 608190104 16,304 131,412 SH   SOLE   124,500 0 6,912
NAVIENT CORP COM 63938C108 21,848 1,706,858 SH   SOLE   1,636,418 0 70,440
NETFLIX INC COM 64110L106 70,810 264,592 SH   SOLE   258,153 0 6,439
TEEKAY CORP COM Y8564W103 722 180,439 SH   SOLE   180,439 0 0
SUNCOR ENERGY INC COM 867224107 143 4,529 SH   SOLE   4,529 0 0
NEXTERA ENERGY INC COM 65339F101 371 1,591 SH   SOLE   1,591 0 0
NUTRIEN LTD COM 67077M108 84,919 1,702,464 SH   SOLE   1,699,452 0 3,012
OUTFRONT MEDIA INC COM 69007J106 83,787 3,016,100 SH   SOLE   3,016,100 0 0
PAYPAL HOLDINGS INC COM 70450Y103 12,184 117,613 SH   SOLE   117,613 0 0
PENNYMAC MORTGAGE INVESTMENT COM 70931T103 37,485 1,686,252 SH   SOLE   1,590,617 0 95,635
PFIZER INC COM 717081103 94,294 2,624,374 SH   SOLE   2,624,374 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 8,447 67,164 SH   SOLE   67,164 0 0
PROOFPOINT INC COM 743424103 6,965 53,972 SH   SOLE   53,972 0 0
PTC INC COM 69370C100 8,905 130,616 SH   SOLE   130,616 0 0
QORVO INC COM 74736K101 68,867 928,881 SH   SOLE   928,881 0 0
QUALCOMM INC COM 747525103 328,574 4,307,479 SH   SOLE   4,307,479 0 0
SALESFORCE.COM INC COM 79466L302 15,383 103,633 SH   SOLE   103,633 0 0
SCHWAB (CHARLES) CORP COM 808513105 10,884 260,199 SH   SOLE   260,199 0 0
SERVICENOW INC COM 81762P102 8,908 35,092 SH   SOLE   35,092 0 0
SOLAR CAPITAL LTD COM 83413U100 95,271 4,613,589 SH   SOLE   4,613,589 0 0
SPLUNK INC COM 848637104 10,844 92,011 SH   SOLE   92,011 0 0
STARBUCKS CORP COM 855244109 33,073 374,048 SH   SOLE   357,536 0 16,512
T-MOBILE US INC COM 872590104 94,680 1,201,982 SH   SOLE   1,201,982 0 0
TARGA RESOURCES CORP COM 87612G101 65,923 1,641,100 SH   SOLE   1,641,100 0 0
TEXAS INSTRUMENTS INC COM 882508104 8,847 68,456 SH   SOLE   68,456 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 88,744 304,681 SH   SOLE   288,872 0 15,809
US FOODS HOLDING CORP COM 912008109 88,921 2,163,522 SH   SOLE   2,055,314 0 108,208
VALERO ENERGY CORP COM 91913Y100 195,886 2,298,057 SH   SOLE   2,298,057 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 275,738 4,985,313 SH   SOLE   4,985,313 0 0
WELLS FARGO & CO COM 949746101 1,219 24,172 SH   SOLE   24,172 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 19,604 378,900 SH   SOLE   341,428 0 37,472
WYNN RESORTS LTD COM 983134107 547 5,028 SH   SOLE   5,028 0 0
APOLLO GLOBAL MANAGEMENT INC COM CL A 03768E105 17,770 469,852 SH   SOLE   442,652 0 27,200
VISA INC-CLASS A SHARES COM CL A 92826C839 78,060 453,812 SH   SOLE   452,667 0 1,145
APOLLO INVESTMENT CORP COM NEW 03761U502 131,697 8,185,030 SH   SOLE   8,185,030 0 0
CHIMERA INVESTMENT CORP COM NEW 16934Q208 172,881 8,838,507 SH   SOLE   8,838,507 0 0
CITIGROUP INC COM NEW 172967424 147,162 2,130,308 SH   SOLE   2,092,571 0 37,737
EXPEDIA GROUP INC COM NEW 30212P303 59,481 442,537 SH   SOLE   433,277 0 9,260
KANSAS CITY SOUTHERN COM NEW 485170302 225 1,692 SH   SOLE   1,692 0 0
KLA CORP COM NEW 482480100 212 1,331 SH   SOLE   1,331 0 0
SPDR DR INTERNATIONAL RL EST DJ INTL RL ETF 78463X863 41 1,026 SH   SOLE   1,026 0 0
WISDOMTREE EMERGING MARKETS EMGRING MKTS 97717Y782 307 14,229 SH   SOLE   14,229 0 0
VANGUARD EUROPE PACIFIC ETF FTSE DEV MKT ETF 921943858 263 6,394 SH   SOLE   6,394 0 0
SPDR GOLD SHARES GOLD SHS 78463V107 489 3,519 SH   SOLE   3,519 0 0
ISHARES MSCI ACWI EX US INDX MSCI ACWI EX US 464288240 7,587 164,751 SH   SOLE   163,999 0 752
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 4,010 61,493 SH   SOLE   60,524 0 969
ASML HOLDING NV-NY REG SHS N Y REGISTRY SHS N07059210 402 1,617 SH   SOLE   1,617 0 0
UNILEVER N V -NY SHARES N Y SHS NEW 904784709 28,848 480,553 SH   SOLE   480,553 0 0
FLEX LTD ORD Y2573F102 19,552 1,868,284 SH   SOLE   1,680,994 0 187,290
ALCON INC ORD SHS H01301128 10,485 179,875 SH   SOLE   177,377 0 2,498
TEEKAY LNG PARTNERS LP PRTNRSP UNITS Y8564M105 47,214 3,458,890 SH   SOLE   3,372,131 0 86,759
WASHINGTON REIT SH BEN INT 939653101 86,145 3,148,587 SH   SOLE   3,148,587 0 0
ALKERMES PLC SHS G01767105 25,053 1,284,109 SH   SOLE   1,223,888 0 60,221
ALLERGAN PLC SHS G0177J108 11,458 68,082 SH   SOLE   68,082 0 0
CAPRI HOLDINGS LTD SHS G1890L107 18,372 554,052 SH   SOLE   527,300 0 26,752
FIAT CHRYSLER AUTOMOBILES NV SHS N31738102 1,113 85,969 SH   SOLE   85,969 0 0
MAKEMYTRIP LTD SHS V5633W109 125 5,530 SH   SOLE   5,530 0 0
MEDTRONIC PLC SHS G5960L103 61,409 565,359 SH   SOLE   537,903 0 27,456
SEASPAN CORP SHS Y75638109 1,849 173,961 SH   SOLE   173,961 0 0
UBS GROUP AG-REG SHS H42097107 9,799 866,424 SH   SOLE   854,057 0 12,367
LYONDELLBASELL INDU-CL A SHS - A - N53745100 167,702 1,874,392 SH   SOLE   1,874,392 0 0
LAZARD LTD-CL A SHS A G54050102 15,015 429,000 SH   SOLE   429,000 0 0
YANDEX NV-A SHS CLASS A N97284108 57,101 1,630,989 SH   SOLE   1,626,490 0 4,499
ACCENTURE PLC-CL A SHS CLASS A G1151C101 6,726 34,966 SH   SOLE   34,966 0 0
BANK OF N.T. BUTTERFIELD&SON SHS NEW G0772R208 1,430 48,239 SH   SOLE   48,239 0 0
PETROLEO BRASIL-SP PREF ADR SP ADR NON VTG 71654V101 439 33,391 SH   SOLE   33,391 0 0
SAP SE-SPONSORED ADR SPON ADR 803054204 15,043 127,624 SH   SOLE   125,845 0 1,779
GRUPO AEROPORTUARIO PAC-ADR SPON ADR B 400506101 240 2,491 SH   SOLE   2,491 0 0
BAIDU INC - SPON ADR SPON ADR REP A 056752108 12 121 SH   SOLE   121 0 0
QUIMICA Y MINERA CHIL-SP ADR SPON ADR SER B 833635105 17,395 625,957 SH   SOLE   625,957 0 0
FOMENTO ECONOMICO MEX-SP ADR SPON ADR UNITS 344419106 73,347 800,905 SH   SOLE   798,734 0 2,171
ROYAL DUTCH SHELL-SPON ADR-A SPONS ADR A 780259206 461,797 7,847,020 SH   SOLE   7,841,291 0 5,729
ANHEUSER-BUSCH INBEV-SPN ADR SPONSORED ADR 03524A108 178 1,872 SH   SOLE   1,872 0 0
ASTRAZENECA PLC-SPONS ADR SPONSORED ADR 046353108 35,182 789,374 SH   SOLE   782,569 0 6,805
CHINA MOBILE LTD-SPON ADR SPONSORED ADR 16941M109 6,027 145,578 SH   SOLE   94,283 0 51,295
FRESENIUS MEDICAL CARE-ADR SPONSORED ADR 358029106 29,621 881,837 SH   SOLE   872,614 0 9,223
ING GROEP N.V.-SPONSORED ADR SPONSORED ADR 456837103 14,298 1,368,213 SH   SOLE   1,349,206 0 19,007
PETROLEO BRASILEIRO-SPON ADR SPONSORED ADR 71654V408 232 16,034 SH   SOLE   16,034 0 0
VODAFONE GROUP PLC-SP ADR SPONSORED ADR 92857W308 13,020 653,962 SH   SOLE   644,885 0 9,077
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 360,478 2,155,582 SH   SOLE   2,141,135 0 14,447
DOUYU INTERNATIONAL HOLD-ADR SPONSORED ADS 25985W105 13,831 1,688,766 SH   SOLE   1,682,846 0 5,920
GDS HOLDINGS LTD - ADR SPONSORED ADS 36165L108 80,102 1,998,544 SH   SOLE   1,995,389 0 3,155
GREENTREE HOSPITALITY GR-ADR SPONSORED ADS 39579V100 650 64,976 SH   SOLE   64,976 0 0
HDFC BANK LTD-ADR SPONSORED ADS 40415F101 1,081 18,946 SH   SOLE   18,946 0 0
HUAZHU GROUP LTD-ADR SPONSORED ADS 44332N106 57,615 1,744,847 SH   SOLE   1,742,139 0 2,708
RYANAIR HOLDINGS PLC-SP ADR SPONSORED ADS 783513203 121,016 1,823,075 SH   SOLE   1,821,180 0 1,895
SEA LTD-ADR SPONSORED ADS 81141R100 50,568 1,633,856 SH   SOLE   1,631,899 0 1,957
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADS 874039100 20,457 440,115 SH   SOLE   436,921 0 3,194
TAL EDUCATION GROUP- ADR SPONSORED ADS 874080104 95,697 2,794,882 SH   SOLE   2,787,212 0 7,670
TAL EDUCATION GROUP- ADR SPONSORED ADS 874080104 1,671 48,811 SH   SOLE   48,811 0 0
AZUL SA-ADR SPONSR ADR PFD 05501U106 17,549 489,919 SH   SOLE   489,919 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 400 35,290 SH   SOLE   35,290 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 54,438 2,655,506 SH   SOLE   2,509,107 0 146,399