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
ABBOTT LABS COM 002824100 78,201 1,282,189 SH   SOLE   1,282,189 0 0
ABIOMED INC COM 003654100 40,213 98,309 SH   SOLE   98,309 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 74,501 455,411 SH   SOLE   455,411 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,595 20,900 SH   SOLE   20,900 0 0
ADOBE SYS INC COM 00724F101 29,667 121,681 SH   SOLE   121,681 0 0
AETNA INC NEW COM 00817Y108 1,423 7,755 SH   SOLE   7,755 0 0
AGCO CORP COM 001084102 577 9,500 SH   SOLE   9,500 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,928 95,856 SH   SOLE   95,856 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 592,389 3,192,955 SH   SOLE   3,192,955 0 0
ALIGN TECHNOLOGY INC COM 016255101 7,194 21,026 SH   SOLE   21,026 0 0
ALLEGHANY CORP DEL COM 017175100 37,155 64,620 SH   SOLE   64,620 0 0
ALLIANT ENERGY CORP COM 018802108 33,196 784,403 SH   SOLE   784,403 0 0
ALLSTATE CORP COM 020002101 27,843 305,057 SH   SOLE   305,057 0 0
ALPHABET INC CAP STK CL C 02079K107 28,228 25,302 SH   SOLE   25,302 0 0
ALPHABET INC CAP STK CL A 02079K305 118,477 104,922 SH   SOLE   104,922 0 0
AMAZON COM INC COM 023135106 184,563 108,579 SH   SOLE   108,579 0 0
AMERICAN EXPRESS CO COM 025816109 485 4,950 SH   SOLE   4,950 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,532 28,896 SH   SOLE   28,896 0 0
AMERICAN TOWER CORP NEW COM 03027X100 61,770 428,455 SH   SOLE   428,455 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 79,344 929,305 SH   SOLE   929,305 0 0
AMGEN INC COM 031162100 51,307 277,951 SH   SOLE   277,951 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 69,889 1,192,647 SH   SOLE   1,192,647 0 0
ANALOG DEVICES INC COM 032654105 35,332 368,351 SH   SOLE   368,351 0 0
ANSYS INC COM 03662Q105 45,587 261,723 SH   SOLE   261,723 0 0
APPLE INC COM 037833100 84,376 455,814 SH   SOLE   455,814 0 0
APTARGROUP INC COM 038336103 53,524 573,187 SH   SOLE   573,187 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 956 20,850 SH   SOLE   20,850 0 0
ARISTA NETWORKS INC COM 040413106 16,139 62,677 SH   SOLE   62,677 0 0
ASSURANT INC COM 04621X108 631 6,100 SH   SOLE   6,100 0 0
AT&T INC COM 00206R102 1,431 44,551 SH   SOLE   44,551 0 0
AUTODESK INC COM 052769106 316 2,413 SH   SOLE   2,413 0 0
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100 1,248 46,600 SH   SOLE   46,600 0 0
AXALTA COATING SYS LTD COM G0750C108 27,503 907,399 SH   SOLE   907,399 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 682 12,263 SH   SOLE   12,263 0 0
BAIDU INC SPON ADR REP A 056752108 262,548 1,080,443 SH   SOLE   1,080,443 0 0
BANK AMER CORP COM 060505104 92,577 3,284,039 SH   SOLE   3,284,039 0 0
BANK OF THE OZARKS COM 063904106 17,596 390,684 SH   SOLE   390,684 0 0
BAXTER INTL INC COM 071813109 59,794 809,773 SH   SOLE   809,773 0 0
BB&T CORP COM 054937107 429 8,500 SH   SOLE   8,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,119 327,453 SH   SOLE   327,453 0 0
BIO RAD LABS INC CL A 090572207 56,249 194,945 SH   SOLE   194,945 0 0
BLACKROCK INC COM 09247X101 1,191 2,386 SH   SOLE   2,386 0 0
BOEING CO COM 097023105 9,916 29,556 SH   SOLE   29,556 0 0
BORGWARNER INC COM 099724106 25,646 594,215 SH   SOLE   594,215 0 0
BRIGHTHOUSE FINL INC COM 10922N103 16,390 409,036 SH   SOLE   409,036 0 0
BROADCOM INC COM 11135F101 6,914 28,496 SH   SOLE   28,496 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 31,992 277,946 SH   SOLE   277,946 0 0
BROWN & BROWN INC COM 115236101 54,705 1,972,769 SH   SOLE   1,972,769 0 0
BRUNSWICK CORP COM 117043109 66,653 1,033,698 SH   SOLE   1,033,698 0 0
BUNGE LIMITED COM G16962105 719 10,321 SH   SOLE   10,321 0 0
CA INC COM 12673P105 593 16,621 SH   SOLE   16,621 0 0
CACI INTL INC CL A 127190304 23,904 141,823 SH   SOLE   141,823 0 0
CANADIAN NATL RY CO COM 136375102 3,964 48,490 SH   SOLE   48,490 0 0
CAPITAL ONE FINL CORP COM 14040H105 59,634 648,897 SH   SOLE   648,897 0 0
CENTERPOINT ENERGY INC COM 15189T107 1,189 42,904 SH   SOLE   42,904 0 0
CF INDS HLDGS INC COM 125269100 1,127 25,375 SH   SOLE   25,375 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 2,681 60,400 SH   SOLE   60,400 0 0
CHUBB LIMITED COM H1467J104 51,079 402,132 SH   SOLE   402,132 0 0
CINTAS CORP COM 172908105 1,499 8,100 SH   SOLE   8,100 0 0
CISCO SYS INC COM 17275R102 377 8,764 SH   SOLE   8,764 0 0
CITIGROUP INC COM NEW 172967424 2,034 30,396 SH   SOLE   30,396 0 0
CLEAN HARBORS INC COM 184496107 49,179 885,314 SH   SOLE   885,314 0 0
COGNEX CORP COM 192422103 54,928 1,231,299 SH   SOLE   1,231,299 0 0
COMMUNITY BK SYS INC COM 203607106 25,349 429,141 SH   SOLE   429,141 0 0
CONCHO RES INC COM 20605P101 312 2,254 SH   SOLE   2,254 0 0
CONOCOPHILLIPS COM 20825C104 738 10,600 SH   SOLE   10,600 0 0
CONSTELLATION BRANDS INC CL A 21036P108 10,138 46,322 SH   SOLE   46,322 0 0
COOPER COS INC COM NEW 216648402 60,931 258,784 SH   SOLE   258,784 0 0
CREDICORP LTD COM G2519Y108 110,402 490,416 SH   SOLE   490,416 0 0
CUMMINS INC COM 231021106 54,820 412,184 SH   SOLE   412,184 0 0
DANAHER CORP DEL COM 235851102 406 4,112 SH   SOLE   4,112 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 91,376 1,844,482 SH   SOLE   1,844,482 0 0
DISNEY WALT CO COM DISNEY 254687106 78,715 751,022 SH   SOLE   751,022 0 0
DOLBY LABORATORIES INC COM 25659T107 1,061 17,201 SH   SOLE   17,201 0 0
DOLLAR GEN CORP NEW COM 256677105 582 5,900 SH   SOLE   5,900 0 0
DOLLAR TREE INC COM 256746108 9,427 110,910 SH   SOLE   110,910 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 7,750 98,006 SH   SOLE   98,006 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 60,929 496,774 SH   SOLE   496,774 0 0
EAGLE MATERIALS INC COM 26969P108 72,672 692,314 SH   SOLE   692,314 0 0
EAST WEST BANCORP INC COM 27579R104 74,326 1,139,970 SH   SOLE   1,139,970 0 0
ECOLAB INC COM 278865100 6,277 44,732 SH   SOLE   44,732 0 0
ELLIE MAE INC COM 28849P100 19,749 190,184 SH   SOLE   190,184 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 6,541 129,542 SH   SOLE   129,542 0 0
EOG RES INC COM 26875P101 428 3,443 SH   SOLE   3,443 0 0
EXXON MOBIL CORP COM 30231G102 5,429 65,624 SH   SOLE   65,624 0 0
FACEBOOK INC CL A 30303M102 28,479 146,558 SH   SOLE   146,558 0 0
FEDEX CORP COM 31428X106 1,217 5,359 SH   SOLE   5,359 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 835 7,878 SH   SOLE   7,878 0 0
FIFTH THIRD BANCORP COM 316773100 1,126 39,222 SH   SOLE   39,222 0 0
FLIR SYS INC COM 302445101 52,064 1,001,809 SH   SOLE   1,001,809 0 0
FLOWSERVE CORP COM 34354P105 11,540 285,652 SH   SOLE   285,652 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 27,888 2,519,206 SH   SOLE   2,519,206 0 0
FORTIVE CORP COM 34959J108 453 5,880 SH   SOLE   5,880 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 32,228 600,257 SH   SOLE   600,257 0 0
GAP INC DEL COM 364760108 947 29,252 SH   SOLE   29,252 0 0
GARTNER INC COM 366651107 26,030 195,858 SH   SOLE   195,858 0 0
GENERAL MLS INC COM 370334104 25,906 585,317 SH   SOLE   585,317 0 0
GENESEE & WYO INC CL A 371559105 34,140 419,821 SH   SOLE   419,821 0 0
GILDAN ACTIVEWEAR INC COM 375916103 21,743 772,111 SH   SOLE   772,111 0 0
GILEAD SCIENCES INC COM 375558103 1,630 23,016 SH   SOLE   23,016 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 444 2,014 SH   SOLE   2,014 0 0
HALLIBURTON CO COM 406216101 327 7,261 SH   SOLE   7,261 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 6,619 335,158 SH   SOLE   335,158 0 0
HCA HEALTHCARE INC COM 40412C101 1,740 16,962 SH   SOLE   16,962 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 31,931 304,048 SH   SOLE   304,048 0 0
HENRY JACK & ASSOC INC COM 426281101 48,894 375,066 SH   SOLE   375,066 0 0
HESS CORP COM 42809H107 82,057 1,226,740 SH   SOLE   1,226,740 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 28,035 1,266,267 SH   SOLE   1,266,267 0 0
HOME DEPOT INC COM 437076102 16,488 84,509 SH   SOLE   84,509 0 0
HUMANA INC COM 444859102 29,683 99,731 SH   SOLE   99,731 0 0
ICICI BK LTD ADR 45104G104 6,991 870,606 SH   SOLE   870,606 0 0
IDEXX LABS INC COM 45168D104 2,042 9,369 SH   SOLE   9,369 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,230 8,879 SH   SOLE   8,879 0 0
ILLUMINA INC COM 452327109 7,028 25,165 SH   SOLE   25,165 0 0
INGERSOLL-RAND PLC SHS G47791101 48,174 536,879 SH   SOLE   536,879 0 0
INGREDION INC COM 457187102 42,484 383,773 SH   SOLE   383,773 0 0
INTEL CORP COM 458140100 427 8,580 SH   SOLE   8,580 0 0
INTERPUBLIC GROUP COS INC COM 460690100 539 22,998 SH   SOLE   22,998 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 3,151 303,521 SH   SOLE   303,521 0 0
JD COM INC SPON ADR CL A 47215P106 177,829 4,565,565 SH   SOLE   4,565,565 0 0
JOHNSON & JOHNSON COM 478160104 4,409 36,334 SH   SOLE   36,334 0 0
JPMORGAN CHASE & CO COM 46625H100 20,686 198,519 SH   SOLE   198,519 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 8,787 189,058 SH   SOLE   189,058 0 0
KIRBY CORP COM 497266106 68,733 822,165 SH   SOLE   822,165 0 0
LAM RESEARCH CORP COM 512807108 42,613 246,530 SH   SOLE   246,530 0 0
LIVANOVA PLC SHS G5509L101 56,332 564,331 SH   SOLE   564,331 0 0
LKQ CORP COM 501889208 44,670 1,400,312 SH   SOLE   1,400,312 0 0
LOCKHEED MARTIN CORP COM 539830109 33,493 113,371 SH   SOLE   113,371 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,069 9,732 SH   SOLE   9,732 0 0
M & T BK CORP COM 55261F104 29,035 170,642 SH   SOLE   170,642 0 0
MANHATTAN ASSOCS INC COM 562750109 39,697 844,437 SH   SOLE   844,437 0 0
MARATHON OIL CORP COM 565849106 10,349 496,117 SH   SOLE   496,117 0 0
MARATHON PETE CORP COM 56585A102 35,568 506,954 SH   SOLE   506,954 0 0
MARKEL CORP COM 570535104 1,290 1,190 SH   SOLE   1,190 0 0
MARSH & MCLENNAN COS INC COM 571748102 923 11,258 SH   SOLE   11,258 0 0
MARTIN MARIETTA MATLS INC COM 573284106 23,897 107,001 SH   SOLE   107,001 0 0
MASCO CORP COM 574599106 6,516 174,140 SH   SOLE   174,140 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,910 14,808 SH   SOLE   14,808 0 0
MATSON INC COM 57686G105 30,229 787,627 SH   SOLE   787,627 0 0
MDU RES GROUP INC COM 552690109 43,870 1,529,633 SH   SOLE   1,529,633 0 0
MEDNAX INC COM 58502B106 18,641 430,711 SH   SOLE   430,711 0 0
MERCK & CO INC COM 58933Y105 14,457 238,168 SH   SOLE   238,168 0 0
METLIFE INC COM 59156R108 14,463 331,729 SH   SOLE   331,729 0 0
MICRON TECHNOLOGY INC COM 595112103 77,062 1,469,536 SH   SOLE   1,469,536 0 0
MICROSOFT CORP COM 594918104 97,081 984,497 SH   SOLE   984,497 0 0
MIDDLEBY CORP COM 596278101 3,464 33,171 SH   SOLE   33,171 0 0
MOLSON COORS BREWING CO CL B 60871R209 651 9,572 SH   SOLE   9,572 0 0
MSC INDL DIRECT INC CL A 553530106 12,855 151,501 SH   SOLE   151,501 0 0
MURPHY OIL CORP COM 626717102 604 17,876 SH   SOLE   17,876 0 0
NATIONAL INSTRS CORP COM 636518102 51,657 1,230,525 SH   SOLE   1,230,525 0 0
NEWELL BRANDS INC COM 651229106 874 33,884 SH   SOLE   33,884 0 0
NISOURCE INC COM 65473P105 1,523 57,966 SH   SOLE   57,966 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 13,361 48,840 SH   SOLE   48,840 0 0
OASIS PETE INC NEW COM 674215108 56,568 4,361,458 SH   SOLE   4,361,458 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,727 32,586 SH   SOLE   32,586 0 0
OCEANEERING INTL INC COM 675232102 18,519 727,393 SH   SOLE   727,393 0 0
ORACLE CORP COM 68389X105 205 4,657 SH   SOLE   4,657 0 0
PAYPAL HLDGS INC COM 70450Y103 1,260 15,132 SH   SOLE   15,132 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,129 14,807 SH   SOLE   14,807 0 0
PFIZER INC COM 717081103 30,649 844,779 SH   SOLE   844,779 0 0
PHILLIPS 66 COM 718546104 1,004 8,939 SH   SOLE   8,939 0 0
PIONEER NAT RES CO COM 723787107 936 4,944 SH   SOLE   4,944 0 0
PNC FINL SVCS GROUP INC COM 693475105 240 1,777 SH   SOLE   1,777 0 0
PPG INDS INC COM 693506107 5,962 57,477 SH   SOLE   57,477 0 0
PROCTER AND GAMBLE CO COM 742718109 78,765 1,009,034 SH   SOLE   1,009,034 0 0
PRUDENTIAL FINL INC COM 744320102 1,152 12,318 SH   SOLE   12,318 0 0
PTC INC COM 69370C100 27,549 293,672 SH   SOLE   293,672 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 56,767 425,283 SH   SOLE   425,283 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 44,731 2,334,605 SH   SOLE   2,334,605 0 0
ROPER TECHNOLOGIES INC COM 776696106 828 3,000 SH   SOLE   3,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 32,672 315,369 SH   SOLE   315,369 0 0
RPM INTL INC COM 749685103 75,542 1,295,304 SH   SOLE   1,295,304 0 0
SALESFORCE COM INC COM 79466L302 50,380 369,352 SH   SOLE   369,352 0 0
SCHLUMBERGER LTD COM 806857108 391 5,832 SH   SOLE   5,832 0 0
SCHWAB CHARLES CORP NEW COM 808513105 292 5,710 SH   SOLE   5,710 0 0
SEI INVESTMENTS CO COM 784117103 26,344 421,375 SH   SOLE   421,375 0 0
SHERWIN WILLIAMS CO COM 824348106 1,253 3,074 SH   SOLE   3,074 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 30,607 239,339 SH   SOLE   239,339 0 0
SILICON LABORATORIES INC COM 826919102 70,423 707,061 SH   SOLE   707,061 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 29,281 470,839 SH   SOLE   470,839 0 0
SMUCKER J M CO COM NEW 832696405 837 7,787 SH   SOLE   7,787 0 0
SNAP ON INC COM 833034101 47,167 293,472 SH   SOLE   293,472 0 0
STARBUCKS CORP COM 855244109 623 12,751 SH   SOLE   12,751 0 0
STATE STR CORP COM 857477103 69,423 745,761 SH   SOLE   745,761 0 0
STERIS PLC SHS USD G84720104 86,704 825,676 SH   SOLE   825,676 0 0
STERLING BANCORP DEL COM 85917A100 31,639 1,346,321 SH   SOLE   1,346,321 0 0
SUNTRUST BKS INC COM 867914103 968 14,663 SH   SOLE   14,663 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 15,379 1,578,994 SH   SOLE   1,578,994 0 0
SYSCO CORP COM 871829107 47,968 702,410 SH   SOLE   702,410 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 418,766 11,454,210 SH   SOLE   11,454,210 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 118,468 571,922 SH   SOLE   571,922 0 0
TJX COS INC NEW COM 872540109 72,610 762,869 SH   SOLE   762,869 0 0
TORCHMARK CORP COM 891027104 839 10,300 SH   SOLE   10,300 0 0
TRAVELERS COMPANIES INC COM 89417E109 55,142 450,724 SH   SOLE   450,724 0 0
TUNIU CORP SPONSORED ADS CL 89977P106 4,551 537,332 SH   SOLE   537,332 0 0
UGI CORP NEW COM 902681105 28,709 551,354 SH   SOLE   551,354 0 0
UNITED RENTALS INC COM 911363109 957 6,485 SH   SOLE   6,485 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,944 7,923 SH   SOLE   7,923 0 0
V F CORP COM 918204108 604 7,414 SH   SOLE   7,414 0 0
VALERO ENERGY CORP NEW COM 91913Y100 767 6,918 SH   SOLE   6,918 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 51,705 1,027,720 SH   SOLE   1,027,720 0 0
VISA INC COM CL A 92826C839 59,154 446,614 SH   SOLE   446,614 0 0
WABCO HLDGS INC COM 92927K102 23,379 199,788 SH   SOLE   199,788 0 0
WABTEC CORP COM 929740108 34,274 347,678 SH   SOLE   347,678 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 628 10,463 SH   SOLE   10,463 0 0
WD-40 CO COM 929236107 31,083 212,531 SH   SOLE   212,531 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 36,815 1,194,890 SH   SOLE   1,194,890 0 0
WELLS FARGO CO NEW COM 949746101 22,747 410,300 SH   SOLE   410,300 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 96,207 968,945 SH   SOLE   968,945 0 0
WESTERN DIGITAL CORP COM 958102105 32,687 422,256 SH   SOLE   422,256 0 0
WEX INC COM 96208T104 79,286 416,242 SH   SOLE   416,242 0 0
WEYERHAEUSER CO COM 962166104 41,639 1,142,042 SH   SOLE   1,142,042 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 25,511 28,139 SH   SOLE   28,139 0 0
WILEY JOHN & SONS INC CL A 968223206 51,556 826,216 SH   SOLE   826,216 0 0
WINTRUST FINL CORP COM 97650W108 84,123 966,370 SH   SOLE   966,370 0 0
WOODWARD INC COM 980745103 38,684 503,303 SH   SOLE   503,303 0 0
WORLDPAY INC CL A 981558109 2,851 34,858 SH   SOLE   34,858 0 0
XYLEM INC COM 98419M100 5,915 87,786 SH   SOLE   87,786 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 698 6,262 SH   SOLE   6,262 0 0
ZOETIS INC CL A 98978V103 32,139 377,267 SH   SOLE   377,267 0 0