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
21VIANET GROUP INC-ADR SPONSORED ADS A 90138A103 45 6,274 SH   SOLE   6,274 0 0
ABB LTD-SPON ADR SPONSORED ADR 000375204 10,105 419,475 SH   SOLE   413,444 0 6,031
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 465,119 2,192,925 SH   SOLE   2,176,501 0 16,424
ANHEUSER-BUSCH INBEV-SPN ADR SPONSORED ADR 03524A108 170 2,076 SH   SOLE   2,076 0 0
ASML HOLDING NV-NY REG SHS N Y REGISTRY SHS N07059210 14,548 49,159 SH   SOLE   48,358 0 801
ASTRAZENECA PLC-SPONS ADR SPONSORED ADR 046353108 38,054 763,226 SH   SOLE   750,637 0 12,589
AZUL SA-ADR SPONSR ADR PFD 05501U106 18,256 426,544 SH   SOLE   426,544 0 0
BARCLAYS PLC-SPONS ADR ADR 06738E204 12,366 1,298,989 SH   SOLE   1,279,885 0 19,104
CHINA MOBILE LTD-SPON ADR SPONSORED ADR 16941M109 8,188 193,708 SH   SOLE   115,755 0 77,953
DOUYU INTERNATIONAL HOLD-ADR SPONSORED ADS 25985W105 6,645 784,483 SH   SOLE   778,462 0 6,021
ERICSSON (LM) TEL-SP ADR ADR B SEK 10 294821608 11,381 1,296,194 SH   SOLE   1,277,581 0 18,613
FOMENTO ECONOMICO MEX-SP ADR SPON ADR UNITS 344419106 66,510 703,730 SH   SOLE   699,747 0 3,983
FRESENIUS MEDICAL CARE-ADR SPONSORED ADR 358029106 23,696 643,381 SH   SOLE   632,602 0 10,779
GDS HOLDINGS LTD - ADR SPONSORED ADS 36165L108 98,075 1,901,411 SH   SOLE   1,898,974 0 2,437
GREENTREE HOSPITALITY GR-ADR SPONSORED ADS 39579V100 715 64,976 SH   SOLE   64,976 0 0
GRUPO AEROPORTUARIO PAC-ADR SPON ADR B 400506101 327 2,758 SH   SOLE   2,758 0 0
HDFC BANK LTD-ADR SPONSORED ADS 40415F101 1,310 20,676 SH   SOLE   20,676 0 0
HUAZHU GROUP LTD-ADR SPONSORED ADS 44332N106 27,872 695,572 SH   SOLE   693,739 0 1,833
HUYA INC-ADR ADS REP SHS A 44852D108 21,985 1,224,776 SH   SOLE   1,216,653 0 8,123
ICICI BANK LTD-SPON ADR ADR 45104G104 18,680 1,237,893 SH   SOLE   1,237,893 0 0
ING GROEP N.V.-SPONSORED ADR SPONSORED ADR 456837103 13,834 1,148,085 SH   SOLE   1,130,917 0 17,168
ORANGE-SPON ADR SPONSORED ADR 684060106 7,056 483,648 SH   SOLE   476,625 0 7,023
PETROLEO BRASIL-SP PREF ADR SP ADR NON VTG 71654V101 552 36,989 SH   SOLE   36,989 0 0
PETROLEO BRASILEIRO-SPON ADR SPONSORED ADR 71654V408 27,167 1,704,327 SH   SOLE   1,704,327 0 0
QUIMICA Y MINERA CHIL-SP ADR SPON ADR SER B 833635105 19,028 712,927 SH   SOLE   712,927 0 0
ROYAL DUTCH SHELL-SPON ADR-A SPONS ADR A 780259206 482,424 8,179,458 SH   SOLE   8,170,965 0 8,493
RYANAIR HOLDINGS PLC-SP ADR SPONSORED ADS 783513203 119,442 1,363,334 SH   SOLE   1,359,736 0 3,598
SAP SE-SPONSORED ADR SPON ADR 803054204 12,462 93,009 SH   SOLE   91,668 0 1,341
SEA LTD-ADR SPONSORED ADS 81141R100 41,804 1,039,384 SH   SOLE   1,039,384 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADS 874039100 30,145 518,842 SH   SOLE   511,329 0 7,513
TAL EDUCATION GROUP- ADR SPONSORED ADS 874080104 72,109 1,496,032 SH   SOLE   1,487,235 0 8,797
TAL EDUCATION GROUP- ADR SPONSORED ADS 874080104 952 19,746 SH   SOLE   19,746 0 0
TRIP.COM GROUP LTD-ADR ADS 89677Q107 47,863 1,427,030 SH   SOLE   1,423,786 0 3,244
UNILEVER N V -NY SHARES N Y SHS NEW 904784709 33,793 588,106 SH   SOLE   586,386 0 1,720
VODAFONE GROUP PLC-SP ADR SPONSORED ADR 92857W308 10,408 538,424 SH   SOLE   530,708 0 7,716
SUNCOR ENERGY INC COM 867224107 148 4,529 SH   SOLE   4,529 0 0
ABBVIE INC COM 00287Y109 242,627 2,740,312 SH   SOLE   2,740,312 0 0
ACCENTURE PLC-CL A SHS CLASS A G1151C101 7,426 35,266 SH   SOLE   35,266 0 0
ACTIVISION BLIZZARD INC COM 00507V109 138,458 2,330,153 SH   SOLE   2,252,237 0 77,916
ALCON INC ORD SHS H01301128 7,317 129,341 SH   SOLE   127,442 0 1,899
ALEXION PHARMACEUTICALS INC COM 015351109 10,532 97,386 SH   SOLE   97,386 0 0
ALKERMES PLC SHS G01767105 29,137 1,428,298 SH   SOLE   1,368,086 0 60,212
ALLERGAN PLC SHS G0177J108 12,791 66,911 SH   SOLE   66,911 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 93,065 69,483 SH   SOLE   69,483 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 112,100 83,843 SH   SOLE   80,325 0 3,518
AMAZON.COM INC COM 023135106 58,266 31,532 SH   SOLE   31,532 0 0
APOLLO INVESTMENT CORP COM NEW 03761U502 102,636 5,878,349 SH   SOLE   5,878,349 0 0
APPLE INC COM 037833100 57,596 196,138 SH   SOLE   187,433 0 8,705
ARES CAPITAL CORP COM 04010L103 79,562 4,266,085 SH   SOLE   4,266,085 0 0
ASSURED GUARANTY LTD COM G0585R106 60,839 1,241,104 SH   SOLE   1,172,515 0 68,589
AT&T INC COM 00206R102 54,129 1,385,086 SH   SOLE   1,385,086 0 0
ATLASSIAN CORP PLC-CLASS A CL A G06242104 27,724 230,383 SH   SOLE   229,218 0 1,165
AVALARA INC COM 05338G106 11,207 152,995 SH   SOLE   152,995 0 0
BANK OF N.T. BUTTERFIELD&SON SHS NEW G0772R208 1,618 43,693 SH   SOLE   43,693 0 0
BOOKING HOLDINGS INC COM 09857L108 31,899 15,532 SH   SOLE   15,532 0 0
BOSTON SCIENTIFIC CORP COM 101137107 277 6,135 SH   SOLE   6,135 0 0
BRINK'S CO/THE COM 109696104 16,014 176,598 SH   SOLE   176,598 0 0
BROADCOM INC COM 11135F101 314,430 994,968 SH   SOLE   994,968 0 0
BROOKFIELD ASSET MANAGE-CL A CL A LTD VT SH 112585104 36,909 638,557 SH   SOLE   598,844 0 39,713
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 79,951 313,595 SH   SOLE   312,715 0 880
CAPITAL ONE FINANCIAL CORP COM 14040H105 134,494 1,306,908 SH   SOLE   1,268,233 0 38,675
CAPRI HOLDINGS LTD SHS G1890L107 15,136 396,752 SH   SOLE   370,003 0 26,749
CARGURUS INC COM CL A 141788109 209 5,955 SH   SOLE   5,955 0 0
CARMAX INC COM 143130102 34,426 392,675 SH   SOLE   377,538 0 15,137
CENTURYLINK INC COM 156700106 30 2,237 SH   SOLE   2,237 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 40,082 839,580 SH   SOLE   839,580 0 0
CITIGROUP INC COM NEW 172967424 191,863 2,401,590 SH   SOLE   2,363,859 0 37,731
CME GROUP INC COM 12572Q105 569,073 2,835,158 SH   SOLE   2,835,158 0 0
COMCAST CORP-CLASS A CL A 20030N101 88,328 1,964,158 SH   SOLE   1,883,468 0 80,690
COOPER COS INC/THE COM NEW 216648402 41,089 127,889 SH   SOLE   124,683 0 3,206
COPA HOLDINGS SA-CLASS A CL A P31076105 15,532 143,706 SH   SOLE   143,706 0 0
CREDICORP LTD COM G2519Y108 12,445 58,391 SH   SOLE   58,391 0 0
CROWN HOLDINGS INC COM 228368106 79,448 1,095,233 SH   SOLE   1,034,554 0 60,679
DAVITA INC COM 23918K108 74,084 987,388 SH   SOLE   987,388 0 0
DEVON ENERGY CORP COM 25179M103 23,813 916,950 SH   SOLE   916,749 0 201
DEXCOM INC COM 252131107 6,505 29,740 SH   SOLE   29,740 0 0
ECHOSTAR CORP-A CL A 278768106 38,342 885,281 SH   SOLE   885,281 0 0
ENTERPRISE PRODUCTS PARTNERS COM 293792107 42,223 1,499,396 SH   SOLE   1,398,023 0 101,373
EXPEDIA GROUP INC COM NEW 30212P303 7,634 70,595 SH   SOLE   70,595 0 0
FACEBOOK INC-CLASS A CL A 30303M102 147,910 720,633 SH   SOLE   710,830 0 9,803
FIAT CHRYSLER AUTOMOBILES NV SHS N31738102 1,520 103,468 SH   SOLE   103,468 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 34,209 245,948 SH   SOLE   243,570 0 2,378
FLEETCOR TECHNOLOGIES INC COM 339041105 11,342 39,422 SH   SOLE   39,422 0 0
FLEX LTD ORD Y2573F102 23,497 1,861,919 SH   SOLE   1,674,656 0 187,263
FLOOR & DECOR HOLDINGS INC-A CL A 339750101 6,574 129,390 SH   SOLE   129,390 0 0
FORTIS INC COM 349553107 19,223 462,988 SH   SOLE   436,451 0 26,537
FRANCO-NEVADA CORP COM 351858105 38,274 370,511 SH   SOLE   369,828 0 683
GILEAD SCIENCES INC COM 375558103 53,488 823,138 SH   SOLE   781,355 0 41,783
GLOBANT SA COM L44385109 6,327 59,663 SH   SOLE   59,663 0 0
HOME DEPOT INC COM 437076102 336,610 1,541,398 SH   SOLE   1,541,398 0 0
HUNTSMAN CORP COM 447011107 41,984 1,737,757 SH   SOLE   1,626,130 0 111,627
IPG PHOTONICS CORP COM 44980X109 16,253 112,154 SH   SOLE   112,154 0 0
ITT INC COM 45073V108 19,264 260,640 SH   SOLE   236,645 0 23,995
JPMORGAN CHASE & CO COM 46625H100 558,559 4,006,878 SH   SOLE   3,967,832 0 39,046
KLA CORP COM NEW 482480100 196 1,100 SH   SOLE   1,100 0 0
LAS VEGAS SANDS CORP COM 517834107 272,595 3,948,362 SH   SOLE   3,948,362 0 0
LAZARD LTD-CL A SHS A G54050102 24,711 618,400 SH   SOLE   618,400 0 0
LIONS GATE ENTERTAINMENT-B CL B NON VTG 535919500 3,062 308,375 SH   SOLE   308,375 0 0
LOCKHEED MARTIN CORP COM 539830109 436 1,120 SH   SOLE   1,120 0 0
LYONDELLBASELL INDU-CL A SHS - A - N53745100 180,465 1,910,092 SH   SOLE   1,910,092 0 0
MAKEMYTRIP LTD SHS V5633W109 141 6,149 SH   SOLE   6,149 0 0
MASTERCARD INC - A CL A 57636Q104 57,404 192,250 SH   SOLE   190,945 0 1,305
MEDTRONIC PLC SHS G5960L103 63,179 556,892 SH   SOLE   529,440 0 27,452
MERCADOLIBRE INC COM 58733R102 208 364 SH   SOLE   364 0 0
MERCK & CO. INC. COM 58933Y105 332,024 3,650,620 SH   SOLE   3,650,620 0 0
MICRON TECHNOLOGY INC COM 595112103 62,504 1,162,213 SH   SOLE   1,155,544 0 6,669
MICROSOFT CORP COM 594918104 27,572 174,840 SH   SOLE   174,840 0 0
MOHAWK INDUSTRIES INC COM 608190104 17,884 131,130 SH   SOLE   124,218 0 6,912
NAVIENT CORP COM 63938C108 23,282 1,701,932 SH   SOLE   1,631,492 0 70,440
NETFLIX INC COM 64110L106 94,285 291,390 SH   SOLE   284,511 0 6,879
NEXTERA ENERGY INC COM 65339F101 444 1,832 SH   SOLE   1,832 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 75,711 3,384,509 SH   SOLE   3,179,796 0 204,713
NUTRIEN LTD COM 67077M108 78,306 1,634,440 SH   SOLE   1,632,109 0 2,331
PAYPAL HOLDINGS INC COM 70450Y103 16,204 149,804 SH   SOLE   149,804 0 0
PFIZER INC COM 717081103 118,363 3,021,002 SH   SOLE   3,021,002 0 0
PINTEREST INC- CLASS A CL A 72352L106 2,098 112,553 SH   SOLE   112,553 0 0
PLURALSIGHT INC - A COM CL A 72941B106 6,214 361,089 SH   SOLE   361,089 0 0
PROOFPOINT INC COM 743424103 9,386 81,770 SH   SOLE   81,770 0 0
PTC INC COM 69370C100 9,782 130,616 SH   SOLE   130,616 0 0
PURE STORAGE INC - CLASS A CL A 74624M102 37,771 2,207,548 SH   SOLE   2,072,955 0 134,593
QORVO INC COM 74736K101 90,450 778,197 SH   SOLE   778,197 0 0
QUALCOMM INC COM 747525103 340,961 3,864,459 SH   SOLE   3,864,459 0 0
SALESFORCE.COM INC COM 79466L302 20,522 126,179 SH   SOLE   126,179 0 0
SCHWAB (CHARLES) CORP COM 808513105 12,447 261,710 SH   SOLE   261,710 0 0
SEASPAN CORP SHS Y75638109 1,688 118,760 SH   SOLE   118,760 0 0
SERVICENOW INC COM 81762P102 13,908 49,262 SH   SOLE   49,262 0 0
SOLAR CAPITAL LTD COM 83413U100 95,132 4,613,589 SH   SOLE   4,613,589 0 0
SPLUNK INC COM 848637104 15,529 103,684 SH   SOLE   103,684 0 0
SQUARE INC - A CL A 852234103 14,470 231,290 SH   SOLE   231,290 0 0
STARBUCKS CORP COM 855244109 32,855 373,692 SH   SOLE   357,180 0 16,512
T-MOBILE US INC COM 872590104 79,554 1,014,466 SH   SOLE   1,014,466 0 0
TEEKAY CORP COM Y8564W103 869 163,429 SH   SOLE   163,429 0 0
TEEKAY LNG PARTNERS LP PRTNRSP UNITS Y8564M105 51,774 3,327,392 SH   SOLE   3,240,658 0 86,734
TEXAS INSTRUMENTS INC COM 882508104 8,823 68,774 SH   SOLE   68,774 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 90,874 279,724 SH   SOLE   263,917 0 15,807
UBS GROUP AG-REG SHS H42097107 8,469 673,192 SH   SOLE   662,848 0 10,344
UNITED PARCEL SERVICE-CL B CL B 911312106 32,968 281,631 SH   SOLE   268,072 0 13,559
US FOODS HOLDING CORP COM 912008109 89,288 2,131,488 SH   SOLE   2,023,296 0 108,192
VALERO ENERGY CORP COM 91913Y100 219,896 2,348,057 SH   SOLE   2,348,057 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 84,096 447,559 SH   SOLE   445,472 0 2,087
WALGREENS BOOTS ALLIANCE INC COM 931427108 293,781 4,982,713 SH   SOLE   4,982,713 0 0
WELLS FARGO & CO COM 949746101 1,178 21,894 SH   SOLE   21,894 0 0
WORKDAY INC-CLASS A CL A 98138H101 12,599 76,612 SH   SOLE   76,612 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 37,723 600,591 SH   SOLE   553,847 0 46,744
WYNN RESORTS LTD COM 983134107 529 3,811 SH   SOLE   3,811 0 0
XP INC - CLASS A CL A G98239109 10,499 272,547 SH   SOLE   272,547 0 0
YANDEX NV-A SHS CLASS A N97284108 65,113 1,497,191 SH   SOLE   1,488,911 0 8,280
ZILLOW GROUP INC - C CL C CAP STK 98954M200 32,886 715,842 SH   SOLE   685,584 0 30,258
ZOOM VIDEO COMMUNICATIONS-A CL A 98980L101 2,674 39,296 SH   SOLE   39,296 0 0
INVESCO DB AGRICULTURE FUND AGRICULTURE FD 46140H106 186 11,207 SH   SOLE   11,207 0 0
INVESCO DB BASE METALS FUND BASE METALS FD 46140H700 443 29,684 SH   SOLE   29,684 0 0
INVESCO QQQ TRUST SERIES 1 UNIT SER 1 46090E103 24 114 SH   SOLE   114 0 0
INVESCO SENIOR LOAN ETF SR LN ETF 46138G508 1,765 77,325 SH   SOLE   77,325 0 0
ISHARES MSCI ACWI EX US INDX MSCI ACWI EX US 464288240 18,420 375,010 SH   SOLE   372,881 0 2,129
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 7,690 110,737 SH   SOLE   109,939 0 798
ISHARES SHORT-TERM CORPORATE SH TR CRPORT ETF 464288646 1,155 21,533 SH   SOLE   21,533 0 0
SPDR GOLD SHARES GOLD SHS 78463V107 503 3,519 SH   SOLE   3,519 0 0
SPDR S&P 500 ETF TRUST TR UNIT 78462F103 1,277 3,969 SH   SOLE   3,969 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 268 20,890 SH   SOLE   20,890 0 0
VANGUARD EUROPE PACIFIC ETF FTSE DEV MKT ETF 921943858 265 6,025 SH   SOLE   6,025 0 0
VANGUARD FTSE ALL-WORLD EX-U ALLWRLD EX US 922042775 346 6,434 SH   SOLE   6,434 0 0
VANGUARD TOTAL INTL STOCK VG TL INTL STK F 921909768 30 538 SH   SOLE   538 0 0
CHIMERA INVESTMENT CORP COM NEW 16934Q208 177,299 8,623,507 SH   SOLE   8,623,507 0 0
CROWN CASTLE INTL CORP COM 22822V101 195,454 1,374,984 SH   SOLE   1,374,984 0 0
CYRUSONE INC COM 23283R100 1,060 16,205 SH   SOLE   16,205 0 0
EQUINIX INC COM 29444U700 419 717 SH   SOLE   717 0 0
GRANITE POINT MORTGAGE TRUST COM 38741L107 26,054 1,417,500 SH   SOLE   1,417,500 0 0
LAMAR ADVERTISING CO-A CL A 512816109 144,838 1,622,656 SH   SOLE   1,622,656 0 0
MFA FINANCIAL INC COM 55272X102 250,512 32,746,727 SH   SOLE   32,746,727 0 0
OUTFRONT MEDIA INC COM 69007J106 80,892 3,016,100 SH   SOLE   3,016,100 0 0
PENNYMAC MORTGAGE INVESTMENT COM 70931T103 41,031 1,840,770 SH   SOLE   1,745,158 0 95,612
WASHINGTON REIT SH BEN INT 939653101 91,876 3,148,587 SH   SOLE   3,148,587 0 0