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
T-MOBILE US INC - RIGHTS T-MOBILE US INC 872590112 60 359,424 SH   SOLE   359,424 0 0
ABB LTD-SPON ADR ABB LTD 000375204 7,679 340,375 SH   SOLE   335,364 0 5,011
AGORA INC-ADR AGORA INC 00851L103 1,038 23,490 SH   SOLE   23,490 0 0
ALIBABA GROUP HOLDING-SP ADR ALIBABA GROUP HLDG LTD 01609W102 343,814 1,593,946 SH   SOLE   1,588,681 0 5,265
ASML HOLDING NV-NY REG SHS ASML HOLDING N V N07059210 29,010 78,824 SH   SOLE   77,579 0 1,245
ASTRAZENECA PLC-SPONS ADR ASTRAZENECA PLC 046353108 40,310 762,142 SH   SOLE   750,131 0 12,011
BILIBILI INC-SPONSORED ADR BILIBILI INC 090040106 26,745 577,387 SH   SOLE   576,491 0 896
CHINA MOBILE LTD-SPON ADR CHINA MOBILE LIMITED 16941M109 5,055 150,282 SH   SOLE   150,282 0 0
ERICSSON (LM) TEL-SP ADR ERICSSON 294821608 11,940 1,283,890 SH   SOLE   1,265,022 0 18,868
FOMENTO ECONOMICO MEX-SP ADR FOMENTO ECONOMICO MEXICANO S 344419106 34,857 562,126 SH   SOLE   559,003 0 3,123
FRESENIUS MEDICAL CARE-ADR FRESENIUS MED CARE AG&CO KGA 358029106 27,521 635,874 SH   SOLE   625,581 0 10,293
GDS HOLDINGS LTD - ADR GDS HLDGS LTD 36165L108 65,269 819,341 SH   SOLE   819,341 0 0
HDFC BANK LTD-ADR HDFC BANK LTD 40415F101 2,190 48,176 SH   SOLE   48,176 0 0
HUAZHU GROUP LTD-ADR HUAZHU GROUP LTD 44332N106 8,587 244,995 SH   SOLE   244,995 0 0
HUYA INC-ADR HUYA INC 44852D108 24,525 1,313,629 SH   SOLE   1,305,233 0 8,396
ICICI BANK LTD-SPON ADR ICICI BANK LIMITED 45104G104 682 73,375 SH   SOLE   73,375 0 0
NOVARTIS AG-SPONSORED ADR NOVARTIS AG 66987V109 818 9,370 SH   SOLE   9,370 0 0
ORANGE-SPON ADR ORANGE 684060106 1,513 127,132 SH   SOLE   127,132 0 0
QUIMICA Y MINERA CHIL-SP ADR SOCIEDAD QUIMICA Y MINERA DE 833635105 16,914 648,785 SH   SOLE   648,785 0 0
ROYAL DUTCH SHELL-SPON ADR-A ROYAL DUTCH SHELL PLC 780259206 91,038 2,784,879 SH   SOLE   2,784,879 0 0
RYANAIR HOLDINGS PLC-SP ADR RYANAIR HOLDINGS PLC 783513203 31,317 472,061 SH   SOLE   472,061 0 0
SAP SE-SPONSORED ADR SAP SE 803054204 10,523 75,166 SH   SOLE   74,054 0 1,112
SEA LTD-ADR SEA LTD 81141R100 4,830 45,039 SH   SOLE   45,039 0 0
TAIWAN SEMICONDUCTOR-SP ADR TAIWAN SEMICONDUCTOR MFG LTD 874039100 74,521 1,312,686 SH   SOLE   1,302,199 0 10,487
TAL EDUCATION GROUP- ADR TAL EDUCATION GROUP 874080104 63,974 935,560 SH   SOLE   929,779 0 5,781
UNILEVER N V -NY SHARES UNILEVER N V 904784709 21,769 408,646 SH   SOLE   407,196 0 1,450
VODAFONE GROUP PLC-SP ADR VODAFONE GROUP PLC NEW 92857W308 660 41,413 SH   SOLE   41,413 0 0
ABBVIE INC ABBVIE INC 00287Y109 366,791 3,735,905 SH   SOLE   3,735,905 0 0
ACTIVISION BLIZZARD INC ACTIVISION BLIZZARD INC 00507V109 155,271 2,045,731 SH   SOLE   2,038,665 0 7,066
ALCON INC ALCON AG H01301128 6,860 119,682 SH   SOLE   117,919 0 1,763
ALEXION PHARMACEUTICALS INC ALEXION PHARMACEUTICALS INC 015351109 10,942 97,490 SH   SOLE   97,490 0 0
ALPHABET INC-CL A ALPHABET INC 02079K305 69,133 48,752 SH   SOLE   48,752 0 0
ALPHABET INC-CL C ALPHABET INC 02079K107 103,748 73,392 SH   SOLE   73,392 0 0
ALTRIA GROUP INC ALTRIA GROUP INC 02209S103 149 3,800 SH   SOLE   3,800 0 0
AMAZON.COM INC AMAZON COM INC 023135106 56,426 20,453 SH   SOLE   20,453 0 0
AMPHENOL CORP-CL A AMPHENOL CORP NEW 032095101 330 3,446 SH   SOLE   3,446 0 0
APOLLO INVESTMENT CORP APOLLO INVT CORP 03761U502 47,090 4,920,549 SH   SOLE   4,920,549 0 0
APPLE INC APPLE INC 037833100 72,378 198,404 SH   SOLE   198,404 0 0
ARES CAPITAL CORP ARES CAPITAL CORP 04010L103 435 30,122 SH   SOLE   30,122 0 0
ASSURED GUARANTY LTD ASSURED GUARANTY LTD G0585R106 23,263 953,023 SH   SOLE   953,023 0 0
ATLAS CORP ATLAS CORP Y0436Q109 738 97,102 SH   SOLE   97,102 0 0
ATLASSIAN CORP PLC-CLASS A ATLASSIAN CORP PLC G06242104 47,398 262,927 SH   SOLE   261,551 0 1,376
AVALARA INC AVALARA INC 05338G106 15,755 118,381 SH   SOLE   118,381 0 0
BANK OF N.T. BUTTERFIELD&SON BANK OF NT BUTTERFIELD&SON L G0772R208 933 38,253 SH   SOLE   38,253 0 0
BOOKING HOLDINGS INC BOOKING HOLDINGS INC 09857L108 6,734 4,229 SH   SOLE   4,229 0 0
BOSTON SCIENTIFIC CORP BOSTON SCIENTIFIC CORP 101137107 428 12,193 SH   SOLE   12,193 0 0
BROADCOM INC BROADCOM INC 11135F101 304,213 963,888 SH   SOLE   963,888 0 0
BROOKFIELD ASSET MANAGE-CL A BROOKFIELD ASSET MGMT INC 112585104 19,043 578,808 SH   SOLE   578,808 0 0
CANADIAN PACIFIC RAILWAY LTD CANADIAN PAC RY LTD 13645T100 65,270 255,621 SH   SOLE   255,017 0 604
CAPITAL ONE FINANCIAL CORP CAPITAL ONE FINL CORP 14040H105 78,078 1,247,453 SH   SOLE   1,247,453 0 0
CARGURUS INC CARGURUS INC 141788109 473 18,673 SH   SOLE   18,673 0 0
CARMAX INC CARMAX INC 143130102 22,586 252,218 SH   SOLE   252,218 0 0
CF INDUSTRIES HOLDINGS INC CF INDS HLDGS INC 125269100 24,833 882,495 SH   SOLE   882,495 0 0
CISCO SYSTEMS INC CISCO SYS INC 17275R102 99,009 2,122,841 SH   SOLE   2,122,841 0 0
CITIGROUP INC CITIGROUP INC 172967424 238,211 4,661,658 SH   SOLE   4,659,417 0 2,241
CME GROUP INC CME GROUP INC 12572Q105 322,517 1,984,234 SH   SOLE   1,983,920 0 314
COMCAST CORP-CLASS A COMCAST CORP NEW 20030N101 59,955 1,538,102 SH   SOLE   1,538,102 0 0
COOPER COS INC/THE COOPER COS INC 216648402 31,489 111,017 SH   SOLE   111,017 0 0
COSTAR GROUP INC COSTAR GROUP INC 22160N109 7,109 10,003 SH   SOLE   10,003 0 0
CREDICORP LTD CREDICORP LTD G2519Y108 20,761 155,317 SH   SOLE   155,317 0 0
CROWDSTRIKE HOLDINGS INC - A CROWDSTRIKE HLDGS INC 22788C105 6,761 67,412 SH   SOLE   67,412 0 0
CROWN HOLDINGS INC CROWN HLDGS INC 228368106 48,183 739,801 SH   SOLE   739,801 0 0
DAVITA INC DAVITA INC 23918K108 42,890 541,955 SH   SOLE   541,955 0 0
DEVON ENERGY CORP DEVON ENERGY CORP NEW 25179M103 8,128 716,766 SH   SOLE   716,766 0 0
DEXCOM INC DEXCOM INC 252131107 9,619 23,727 SH   SOLE   23,727 0 0
DOMINION ENERGY INC DOMINION ENERGY INC 25746U109 143 1,764 SH   SOLE   1,764 0 0
ELANCO ANIMAL HEALTH INC ELANCO ANIMAL HEALTH INC 28414H103 82 3,830 SH   SOLE   3,830 0 0
ENTERPRISE PRODUCTS PARTNERS ENTERPRISE PRODS PARTNERS L 293792107 19,727 1,085,673 SH   SOLE   1,085,673 0 0
EPAM SYSTEMS INC EPAM SYS INC 29414B104 10,208 40,508 SH   SOLE   40,508 0 0
EQUITABLE HOLDINGS INC EQUITABLE HLDGS INC 29452E101 227,432 11,790,135 SH   SOLE   11,790,135 0 0
ESTEE LAUDER COMPANIES-CL A LAUDER ESTEE COS INC 518439104 398 2,107 SH   SOLE   2,107 0 0
FACEBOOK INC-CLASS A FACEBOOK INC 30303M102 145,598 641,203 SH   SOLE   641,203 0 0
FIAT CHRYSLER AUTOMOBILES NV FIAT CHRYSLER AUTOMOBILES N N31738102 1,610 157,181 SH   SOLE   157,181 0 0
FLEETCOR TECHNOLOGIES INC FLEETCOR TECHNOLOGIES INC 339041105 14,272 56,742 SH   SOLE   56,742 0 0
FLEX LTD FLEX LTD Y2573F102 13,923 1,358,384 SH   SOLE   1,358,384 0 0
FLOOR & DECOR HOLDINGS INC-A FLOOR & DECOR HLDGS INC 339750101 9,209 159,748 SH   SOLE   159,748 0 0
FORTIS INC FORTIS INC 349553107 13,396 351,777 SH   SOLE   351,777 0 0
FOX FACTORY HOLDING CORP FOX FACTORY HLDG CORP 35138V102 11,794 142,762 SH   SOLE   142,762 0 0
FRANCO-NEVADA CORP FRANCO NEV CORP 351858105 50,312 360,300 SH   SOLE   359,824 0 476
GLOBANT SA GLOBANT S A L44385109 15,658 104,494 SH   SOLE   104,494 0 0
HEICO CORP HEICO CORP NEW 422806109 11,241 112,808 SH   SOLE   112,808 0 0
HOME DEPOT INC HOME DEPOT INC 437076102 316,724 1,264,317 SH   SOLE   1,264,317 0 0
HUNTSMAN CORP HUNTSMAN CORP 447011107 20,979 1,167,428 SH   SOLE   1,167,428 0 0
IPG PHOTONICS CORP IPG PHOTONICS CORP 44980X109 12,817 79,910 SH   SOLE   79,910 0 0
ITT INC ITT INC 45073V108 11,181 190,341 SH   SOLE   190,341 0 0
JPMORGAN CHASE & CO JPMORGAN CHASE & CO 46625H100 329,048 3,498,274 SH   SOLE   3,497,600 0 674
L3HARRIS TECHNOLOGIES INC L3HARRIS TECHNOLOGIES INC 502431109 67,766 399,401 SH   SOLE   399,094 0 307
LAS VEGAS SANDS CORP LAS VEGAS SANDS CORP 517834107 241 5,302 SH   SOLE   5,302 0 0
LINDE PLC LINDE PLC G5494J103 7,417 34,970 SH   SOLE   34,458 0 512
LOCKHEED MARTIN CORP LOCKHEED MARTIN CORP 539830109 141 386 SH   SOLE   386 0 0
LYONDELLBASELL INDU-CL A LYONDELLBASELL INDUSTRIES N N53745100 94,293 1,434,773 SH   SOLE   1,434,773 0 0
MASTERCARD INC - A MASTERCARD INCORPORATED 57636Q104 144,313 488,037 SH   SOLE   486,555 0 1,482
MEDTRONIC PLC MEDTRONIC PLC G5960L103 34,170 372,632 SH   SOLE   372,632 0 0
MERCADOLIBRE INC MERCADOLIBRE INC 58733R102 75,376 76,464 SH   SOLE   75,949 0 515
MERCK & CO. INC. MERCK & CO. INC 58933Y105 186,612 2,413,188 SH   SOLE   2,413,188 0 0
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC 595112103 61,739 1,198,358 SH   SOLE   1,189,086 0 9,272
MICROSOFT CORP MICROSOFT CORP 594918104 44,971 220,978 SH   SOLE   220,978 0 0
MOHAWK INDUSTRIES INC MOHAWK INDS INC 608190104 9,269 91,084 SH   SOLE   91,084 0 0
NAVIENT CORP NAVIENT CORPORATION 63938C108 8,533 1,213,861 SH   SOLE   1,213,861 0 0
NETFLIX INC NETFLIX INC 64110L106 92,672 203,656 SH   SOLE   202,978 0 678
NEXTERA ENERGY INC NEXTERA ENERGY INC 65339F101 459 1,912 SH   SOLE   1,912 0 0
NIKE INC -CL B NIKE INC 654106103 199 2,028 SH   SOLE   2,028 0 0
NOMAD FOODS LTD NOMAD FOODS LTD G6564A105 54,954 2,561,943 SH   SOLE   2,561,943 0 0
NUTRIEN LTD NUTRIEN LTD 67077M108 647 20,145 SH   SOLE   20,145 0 0
NVIDIA CORP NVIDIA CORPORATION 67066G104 107 281 SH   SOLE   281 0 0
PAYPAL HOLDINGS INC PAYPAL HLDGS INC 70450Y103 28,343 162,676 SH   SOLE   162,676 0 0
PFIZER INC PFIZER INC 717081103 112,577 3,442,735 SH   SOLE   3,442,735 0 0
PROCTER & GAMBLE CO/THE PROCTER AND GAMBLE CO 742718109 155 1,300 SH   SOLE   1,300 0 0
PROOFPOINT INC PROOFPOINT INC 743424103 12,236 110,118 SH   SOLE   110,118 0 0
PTC INC PTC INC 69370C100 7,165 92,101 SH   SOLE   92,101 0 0
PURE STORAGE INC - CLASS A PURE STORAGE INC 74624M102 22,374 1,291,067 SH   SOLE   1,291,067 0 0
QORVO INC QORVO INC 74736K101 63,995 578,982 SH   SOLE   578,982 0 0
QUALCOMM INC QUALCOMM INC 747525103 240,583 2,637,678 SH   SOLE   2,637,678 0 0
QUANTA SERVICES INC QUANTA SVCS INC 74762E102 18,601 474,152 SH   SOLE   474,152 0 0
REGIONS FINANCIAL CORP REGIONS FINANCIAL CORP NEW 7591EP100 111,044 9,986,000 SH   SOLE   9,986,000 0 0
S&P GLOBAL INC S&P GLOBAL INC 78409V104 36,063 109,453 SH   SOLE   109,250 0 203
SCHWAB (CHARLES) CORP SCHWAB CHARLES CORP 808513105 42,317 1,254,202 SH   SOLE   1,254,202 0 0
SERVICENOW INC SERVICENOW INC 81762P102 16,532 40,813 SH   SOLE   40,813 0 0
SLACK TECHNOLOGIES INC- CL A SLACK TECHNOLOGIES INC 83088V102 3,969 127,650 SH   SOLE   127,650 0 0
SOLAR CAPITAL LTD SOLAR CAP LTD 83413U100 74,438 4,649,456 SH   SOLE   4,649,456 0 0
SPLUNK INC SPLUNK INC 848637104 18,563 93,420 SH   SOLE   93,420 0 0
SQUARE INC - A SQUARE INC 852234103 14,007 133,477 SH   SOLE   133,477 0 0
STARBUCKS CORP STARBUCKS CORP 855244109 23,637 321,195 SH   SOLE   321,195 0 0
T-MOBILE US INC T-MOBILE US INC 872590104 46,588 447,316 SH   SOLE   447,316 0 0
TEEKAY LNG PARTNERS LP TEEKAY LNG PARTNERS L P Y8564M105 19,821 1,699,924 SH   SOLE   1,699,924 0 0
TEXAS INSTRUMENTS INC TEXAS INSTRS INC 882508104 8,732 68,774 SH   SOLE   68,774 0 0
THERMO FISHER SCIENTIFIC INC THERMO FISHER SCIENTIFIC INC 883556102 74,995 206,975 SH   SOLE   206,975 0 0
TJX COMPANIES INC TJX COS INC NEW 872540109 36,466 721,248 SH   SOLE   721,248 0 0
UBS GROUP AG-REG UBS GROUP AG H42097107 7,451 645,690 SH   SOLE   637,036 0 8,654
UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC 91324P102 13,851 46,960 SH   SOLE   46,960 0 0
US FOODS HOLDING CORP US FOODS HLDG CORP 912008109 21,521 1,091,335 SH   SOLE   1,091,335 0 0
VALERO ENERGY CORP VALERO ENERGY CORP 91913Y100 123,408 2,098,057 SH   SOLE   2,098,057 0 0
VERIZON COMMUNICATIONS INC VERIZON COMMUNICATIONS INC 92343V104 143 2,600 SH   SOLE   2,600 0 0
VISA INC-CLASS A SHARES VISA INC 92826C839 83,715 433,376 SH   SOLE   431,415 0 1,961
WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC 931427108 247,653 5,842,248 SH   SOLE   5,842,248 0 0
WALT DISNEY CO/THE DISNEY WALT CO 254687106 51,210 459,242 SH   SOLE   458,790 0 452
WELLS FARGO & CO WELLS FARGO CO NEW 949746101 560 21,894 SH   SOLE   21,894 0 0
WIX.COM LTD WIX COM LTD M98068105 70,061 273,441 SH   SOLE   271,996 0 1,445
WORKDAY INC-CLASS A WORKDAY INC 98138H101 15,609 83,309 SH   SOLE   83,309 0 0
WYNDHAM HOTELS & RESORTS INC WYNDHAM HOTELS & RESORTS INC 98311A105 9,828 230,592 SH   SOLE   230,592 0 0
XP INC - CLASS A XP INC G98239109 4,515 107,467 SH   SOLE   107,467 0 0
YANDEX NV-A YANDEX N V N97284108 69,658 1,392,609 SH   SOLE   1,384,115 0 8,494
ZOOM VIDEO COMMUNICATIONS-A ZOOM VIDEO COMMUNICATIONS IN 98980L101 4,668 18,410 SH   SOLE   18,410 0 0
INVESCO DB AGRICULTURE FUND POWERSHARES DB MULTI-SECTOR 46140H106 151 11,207 SH   SOLE   11,207 0 0
INVESCO DB BASE METALS FUND POWERSHARES DB MULTI-SECTOR 46140H700 544 40,003 SH   SOLE   40,003 0 0
ISHARES MSCI ACWI ETF ISHARES TR 464288257 21 281 SH   SOLE   281 0 0
ISHARES MSCI ACWI EX US INDX ISHARES TR 464288240 2,360 54,590 SH   SOLE   54,401 0 189
ISHARES MSCI EAFE ETF ISHARES TR 464287465 194 3,193 SH   SOLE   3,073 0 120
SPDR GOLD SHARES SPDR GOLD TR 78463V107 421 2,516 SH   SOLE   2,516 0 0
CHIMERA INVESTMENT CORP CHIMERA INVT CORP 16934Q208 109,293 11,372,883 SH   SOLE   11,372,883 0 0
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP NEW 22822V101 156,524 935,311 SH   SOLE   935,311 0 0
CYRUSONE INC CYRUSONE INC 23283R100 763 10,493 SH   SOLE   10,493 0 0
EQUINIX INC EQUINIX INC 29444U700 726 1,034 SH   SOLE   1,034 0 0
GRANITE POINT MORTGAGE TRUST GRANITE PT MTG TR INC 38741L107 10,178 1,417,500 SH   SOLE   1,417,500 0 0
LAMAR ADVERTISING CO-A LAMAR ADVERTISING CO NEW 512816109 104,145 1,559,987 SH   SOLE   1,559,987 0 0
MFA FINANCIAL INC MFA FINL INC 55272X102 64,792 26,020,861 SH   SOLE   26,020,861 0 0
OUTFRONT MEDIA INC OUTFRONT MEDIA INC 69007J106 34,006 2,399,841 SH   SOLE   2,399,841 0 0
PENNYMAC MORTGAGE INVESTMENT PENNYMAC MTG INVT TR 70931T103 23,555 1,343,713 SH   SOLE   1,343,713 0 0
WASHINGTON REIT WASHINGTON REAL ESTATE INVT 939653101 62,485 2,814,661 SH   SOLE   2,814,661 0 0