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
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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
ABBVIE COM 00287Y109 20,533 217,096 SH   SOLE 0 47,968 19 169,109
ADVANCE AUTO PARTS INC COM 00751Y106 13,014 77,314 SH   SOLE 0 814 0 76,500
AERCAP HOLDINGS NV COM N00985106 25,482 443,010 SH   SOLE 0 151,495 0 291,515
ALIBABA GROUP HOLDING COM 01609W102 12,315 74,745 SH   SOLE 0 25,668 0 49,077
ALLIANZ AKTIENGESELLSCHAF ADR COM 018805101 4,801 216,618 SH   SOLE 0 56,819 0 159,799
ALPHABET INC COM 02079K305 36,840 30,520 SH   SOLE 0 4,474 4 26,042
ALTRIA GROUP INC COM COM 02209S103 22,344 370,477 SH   SOLE 0 66,721 49 303,707
AMBEV S.A. COM 02319V103 2,903 635,200 SH   SOLE 0 0 0 635,200
AMDOCS LTD COM G02602103 20,340 308,275 SH   SOLE 0 104,848 0 203,427
AMERIPRISE FINANCIAL INC COM 03076C106 35,936 243,371 SH   SOLE 0 35,306 30 208,035
AMERISOURCE BERGEN CORP COM 03073E105 15,040 163,086 SH   SOLE 0 23,351 23 139,712
AMGEN INC COM 031162100 34,780 167,785 SH   SOLE 0 25,333 21 142,431
ANHUI CONCH CEMENT ADR COM 035243104 3,286 108,800 SH   SOLE 0 0 0 108,800
ANTHEM, INC COM 036752103 34,636 126,385 SH   SOLE 0 18,141 14 108,230
AON CORP. COM G0408V102 14,211 92,414 SH   SOLE 0 32,206 0 60,208
APPLE COMPUTER INC COM 037833100 53,532 237,142 SH   SOLE 0 34,679 30 202,433
APTIV PLC ORDINARY COM G6095L109 63,384 755,475 SH   SOLE 0 175,520 59 579,896
ASHLAND GLOBAL HOLDINGS INC COM 044209104 219 2,606 SH   SOLE 0 2,606 0 0
ASHTEAD GROUP PLC UNSP COM 045055100 22,770 177,808 SH   SOLE 0 61,827 0 115,981
ASTRAZENECA PLC-SPONS ADR COM 046353108 1,308 33,054 SH   SOLE 0 33,054 0 0
AT&T INC COM COM 00206R102 1,234 36,755 SH   SOLE 0 24,443 0 12,312
AUTOHOME INC COM 05278C107 1,935 25,000 SH   SOLE 0 0 0 25,000
AUTOZONE INC COM 053332102 17,951 23,142 SH   SOLE 0 242 0 22,900
AXA- SPONS ADR COM 054536107 15,668 585,727 SH   SOLE 0 226,131 0 359,596
B A S F A G COM 055262505 12,976 584,242 SH   SOLE 0 203,591 0 380,651
BAIDU INC COM 056752108 19,318 84,474 SH   SOLE 0 29,595 0 54,879
BANCO SANTANDER CHILE NEW COM 05965X109 19,454 608,293 SH   SOLE 0 216,174 0 392,119
BANCO SANTANDER MEXICO ADR COM 05969B103 13,714 1,767,229 SH   SOLE 0 599,032 0 1,168,197
BANCO SANTANDER SA ADS COM 05964H105 18,141 3,628,184 SH   SOLE 0 1,244,673 0 2,383,511
BANK NOVA SCOTIA HALIFAX COM 064149107 1,211 20,305 SH   SOLE 0 16,357 0 3,948
BANK OF AMERICA CORPORATION COM 060505104 42,266 1,434,688 SH   SOLE 0 211,740 175 1,222,773
BANK OF MONTREAL COM 063671101 17,621 213,513 SH   SOLE 0 75,278 0 138,235
BB&T CORP. COM 054937107 28,864 594,645 SH   SOLE 0 87,699 73 506,873
BEST BUY INC COM COM 086516101 16,519 208,147 SH   SOLE 0 2,477 0 205,670
BIOGEN IDEC INC COM 09062x103 27,596 78,109 SH   SOLE 0 11,734 10 66,365
BLACKROCK INC COM 09247X101 316 671 SH   SOLE 0 386 0 285
BNP PARIBAS PA ADR COM 05565A202 18,835 618,749 SH   SOLE 0 213,050 0 405,699
BOEING & CO. COM 097023105 16,987 45,676 SH   SOLE 0 176 0 45,500
BOOKING HOLDINGS INC COM 09857L108 33,688 16,980 SH   SOLE 0 2,515 2 14,463
BP PLC COM 055622104 3,103 67,300 SH   SOLE 0 0 0 67,300
BRIDGESTONE CORPORATION COM 108441205 3,170 168,100 SH   SOLE 0 0 0 168,100
BRITISH AMERN TOB PLC ADR COM 110448107 7,797 167,205 SH   SOLE 0 47,983 0 119,222
CANADIAN NATL RY CO COM 136375102 16,513 183,885 SH   SOLE 0 64,377 0 119,508
CARNIVAL CORP-CL A COM 143658300 34,860 546,640 SH   SOLE 0 80,510 71 466,059
CARNIVAL PLC COM 14365C103 24,322 385,574 SH   SOLE 0 112,583 0 272,991
CBS CORPORATION COM 124857202 15,603 271,589 SH   SOLE 0 689 0 270,900
CELGENE CORP COM 151020104 26,770 299,134 SH   SOLE 0 45,537 37 253,560
CEMEX COM 151290889 9,803 1,392,386 SH   SOLE 0 490,782 0 901,604
CHEVRON CORP NEW COM COM 166764100 19,223 157,207 SH   SOLE 0 30,654 18 126,535
CHINA COMM CONST GRP COM 168926103 9,068 452,690 SH   SOLE 0 158,242 0 294,448
CHINA OVERSEAS LAND & INVESTME COM 169403201 7,935 510,620 SH   SOLE 0 179,955 0 330,665
CHINA PETE & CHEM CORP COM 16941R108 3,395 33,800 SH   SOLE 0 0 0 33,800
CISCO SYS INC COM COM 17275R102 50,633 1,040,749 SH   SOLE 0 179,399 107 861,243
CITIGROUP INC COM 172967424 16,547 230,653 SH   SOLE 0 2,453 0 228,200
CITIZENS FINANCIAL GROUP INC COM 174610105 51,019 1,322,754 SH   SOLE 0 195,947 162 1,126,645
CITRIX SYS INC COM 177376100 16,290 146,549 SH   SOLE 0 1,749 0 144,800
CNOOC LTD COM 126132109 31,623 160,086 SH   SOLE 0 55,909 0 104,177
COGNIZANT TECH COM 192446102 24,837 321,921 SH   SOLE 0 47,730 39 274,152
CONOCOPHILLIPS COM 20825C104 36,154 467,106 SH   SOLE 0 69,595 57 397,454
CORESITE REALTY CORP. COM 21870Q105 8,603 77,403 SH   SOLE 0 11,429 11 65,963
CORNING INC COM 219350105 19,544 553,650 SH   SOLE 0 2,150 0 551,500
CREDICORP COM G2519Y108 2,989 13,400 SH   SOLE 0 0 0 13,400
CRH PLC ADR COM 12626K203 15,072 460,621 SH   SOLE 0 158,169 0 302,452
CVS CAREMARK CORPORATION COM COM 126650100 14,328 182,015 SH   SOLE 0 26,621 22 155,372
DANONE SPON ADR COM 23636T100 12,893 833,717 SH   SOLE 0 292,782 0 540,935
DANSKE BANK ADR COM 236363206 2,629 200,700 SH   SOLE 0 0 0 200,700
DBS GROUP HOLDINGS LTD COM 23304Y100 26,780 351,422 SH   SOLE 0 107,300 0 244,122
DELTA AIRLINES COM 247361702 23,703 409,879 SH   SOLE 0 60,281 51 349,547
DISCOVER FINANCIAL SERVICES COM 254709108 16,727 218,796 SH   SOLE 0 2,796 0 216,000
E ON SE SPONS ADR COM 268780103 7,408 729,486 SH   SOLE 0 247,914 0 481,572
EASTMAN CHEMICAL CO COM 277432100 23,879 249,459 SH   SOLE 0 36,638 31 212,790
EATON CORP PLC COM G29183103 2,072 23,890 SH   SOLE 0 19,152 0 4,738
EBAY INC COM 278642103 13,938 422,104 SH   SOLE 0 4,504 0 417,600
EMERSON ELEC CO COM COM 291011104 1,880 24,546 SH   SOLE 0 16,954 0 7,592
ENERGY TRANSFER EQUITY LP LTD PARTN 29273V100 294 16,884 SH   SOLE 0 16,884 0 0
ENI S P A COM 26874R108 22,108 587,059 SH   SOLE 0 207,447 0 379,612
ENTERPRISE PRODUCTS PARTNERS COM 293792107 201 7,000 SH   SOLE 0 7,000 0 0
EXPRESS SCRIPTS HOLDING COMPAN COM 30219G108 11,168 117,549 SH   SOLE 0 17,266 14 100,269
EXXON MOBIL COM 30231G102 964 11,342 SH   SOLE 0 6,674 0 4,668
F5 NETWORKS COM 315616102 57,558 288,625 SH   SOLE 0 30,571 25 258,029
FASTENAL CO COM 311900104 18,493 318,731 SH   SOLE 0 3,831 0 314,900
FEDEX CORP COM 31428X106 21,358 88,700 SH   SOLE 0 13,245 11 75,444
FIDELITY ADVISOR STRATEGIC INC COM 315807461 198 16,282 SH   SOLE 0 16,282 0 0
FIRST DATA CORP COM 32008D106 26,094 1,066,402 SH   SOLE 0 160,578 130 905,694
FRESENIUS MEDICAL CARE AG & CO COM 358029106 291 5,669 SH   SOLE 0 5,669 0 0
FUJIFILM HOLDINGS CORP COM 35958N107 21,627 478,283 SH   SOLE 0 166,748 0 311,535
FUJITSU LIMITED ADR COM 359590304 3,326 93,500 SH   SOLE 0 0 0 93,500
GARMIN LTD COM H2906T109 1,720 24,552 SH   SOLE 0 19,607 0 4,945
GENERAL MILLS COM 370334104 642 14,960 SH   SOLE 0 3,818 0 11,142
GLAXOSMITHKLINE PLC COM 37733W105 755 18,803 SH   SOLE 0 18,803 0 0
GRIFOLS, S.A. ADR COM 398438408 20,877 976,954 SH   SOLE 0 325,481 0 651,473
HDFC BANK LTD COM 40415F101 24,425 259,567 SH   SOLE 0 90,278 0 169,289
HILTON WORLDWIDE COM 43300A203 15,660 193,862 SH   SOLE 0 2,062 0 191,800
HOLLYSYS AUTOMATION, LTD COM G45667105 11,795 551,925 SH   SOLE 0 189,697 0 362,228
HOME DEPOT COM 437076102 47,240 228,047 SH   SOLE 0 34,189 28 193,830
HSBC HLDGS PLC ADR COM 404280406 1,618 36,784 SH   SOLE 0 29,933 0 6,851
HUAZHU GROUP LTD COM 44332N106 226 6,992 SH   SOLE 0 6,992 0 0
HUMANA INC COM 444859102 413 1,220 SH   SOLE 0 194 0 1,026
ICON PLC - AMERICAN DEPOSITARY COM G4705A100 30,109 195,833 SH   SOLE 0 70,682 0 125,151
IHS MARKIT LTD COM G47567105 25,169 466,435 SH   SOLE 0 163,898 0 302,537
ILLINOIS TOOL WKS INC COM COM 452308109 31,424 222,676 SH   SOLE 0 33,125 27 189,524
IMPERIAL OIL LTD CL A COM 453038408 2,910 89,900 SH   SOLE 0 0 0 89,900
INDUSTRIA DE DISENO TEXTIL S.A COM 455793109 2,701 178,700 SH   SOLE 0 0 0 178,700
INFOSYS TECHNOLOGIES LTD COM 456788108 16,024 1,575,675 SH   SOLE 0 445,671 0 1,130,004
ING GROUP N V COM 456837103 16,871 1,300,771 SH   SOLE 0 512,097 0 788,674
INTEL CORP COM 458140100 51,951 1,098,570 SH   SOLE 0 121,052 94 977,424
INTERNATIONAL CONSOL COM 459348108 2,964 172,300 SH   SOLE 0 0 0 172,300
INTL. BUSINESS MACHS CO COM 459200101 349 2,309 SH   SOLE 0 0 0 2,309
IPG PHOTONICS COM 44980X109 11,520 73,811 SH   SOLE 0 10,818 9 62,984
IQVIA HOLDINGS INC COM 46266C105 34,961 269,471 SH   SOLE 0 39,761 33 229,677
ISHARES BARCLAYS TIPS BOND FUN ETF 464287176 386 3,496 SH   SOLE 0 3,496 0 0
ISHARES MSCI ACWI EX US ETF ETF 464288240 961 20,143 SH   SOLE 0 18,502 0 1,641
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 518 4,800 SH   SOLE 0 0 0 4,800
ITAU UNIBANCO HOLDINGS SA COM 465562106 10,331 940,870 SH   SOLE 0 329,805 0 611,065
J P MORGAN CHASE & CO COM 46625H100 55,171 488,926 SH   SOLE 0 72,052 58 416,816
JOHNSON & JOHNSON COM COM 478160104 476 3,448 SH   SOLE 0 600 0 2,848
JULIUS BAER GROUP LTD ADR COM 48137C108 827 83,361 SH   SOLE 0 81,710 0 1,651
KDDI CORP ADR COM 48667L106 3,004 218,900 SH   SOLE 0 0 0 218,900
KENTUCKY BANCSHARES INC COM 491203105 436 8,400 SH   SOLE 0 8,400 0 0
KOHLS CORP COM 500255104 13,640 182,961 SH   SOLE 0 22,942 0 160,019
KOMATSU LTD COM 500458401 11,131 365,513 SH   SOLE 0 128,104 0 237,409
LAZARD LTD COM G54050102 20,481 425,535 SH   SOLE 0 135,435 0 290,100
LINCOLN NATIONAL CORP COM 534187109 30,971 457,736 SH   SOLE 0 67,374 54 390,308
LVMH Moet Hennessy COM 502441306 19,760 280,321 SH   SOLE 0 99,990 0 180,331
LYONDELLBASELL INDUSTRIES COM N53745100 19,301 188,291 SH   SOLE 0 73,900 0 114,391
MACYS INC COM 55616P104 14,708 423,488 SH   SOLE 0 5,188 0 418,300
MAGNA INTERNATIONAL INC COM 559222401 21,615 411,472 SH   SOLE 0 126,060 0 285,412
MAKITA CORP ADR COM 560877300 24,878 497,269 SH   SOLE 0 168,527 0 328,742
MARATHON PETROLEUM CORP COM 56585A102 44,653 558,375 SH   SOLE 0 85,055 69 473,251
MCDONALDS CORP COM 580135101 877 5,244 SH   SOLE 0 3,019 0 2,225
MEDTRONIC INC COM G5960L103 6,946 70,613 SH   SOLE 0 23,223 0 47,390
MELCO RESORTS AND ENTERTAINMEN COM 585464100 16,810 794,802 SH   SOLE 0 271,111 0 523,691
MICHAEL KORS HOLDINGS LTD COM G60754101 12,558 183,169 SH   SOLE 0 2,169 0 181,000
MICROSOFT CORP COM 594918104 1,574 13,759 SH   SOLE 0 8,256 0 5,503
MITSUBISHI UFJ FINL GROUP ADR COM 606822104 17,839 2,881,933 SH   SOLE 0 1,012,483 0 1,869,450
MOBILE TELESYSTEMS OJSC COM 607409109 14,657 1,718,282 SH   SOLE 0 582,395 0 1,135,887
MOMO INC COM 60879B107 15,795 360,608 SH   SOLE 0 126,221 0 234,387
MORGAN STANLEY COM NEW COM 617446448 42,710 917,127 SH   SOLE 0 136,094 113 780,920
MUENCHENER RUECKVERSICH COM 626188106 3,075 139,600 SH   SOLE 0 0 0 139,600
NATIONAL GRID TRANSCO PLC ADR COM 636274409 1,230 23,724 SH   SOLE 0 19,217 0 4,507
NETAPP COM 64110D104 16,665 194,032 SH   SOLE 0 2,332 0 191,700
NETEASE INC. ADR COM 64110W102 9,570 41,930 SH   SOLE 0 14,786 0 27,144
NEW ORIENTAL EDUCATION ADR COM 647581107 16,478 222,645 SH   SOLE 0 77,463 0 145,182
NIPPON TELEG & TEL CORP COM 654624105 18,015 399,932 SH   SOLE 0 133,464 0 266,468
NOKIA CORP. COM 654902204 2,935 525,900 SH   SOLE 0 0 0 525,900
NTT DOCOMO, IN COM 62942M201 3,554 132,112 SH   SOLE 0 10,012 0 122,100
NUVEEN KENTUCKY MUNICIPAL BOND MUN BOND FUND 67065R804 1,512 144,109 SH   SOLE 0 38,087 0 106,022
NVIDIA CORP COM 67066g104 18,496 65,816 SH   SOLE 0 9,557 7 56,252
NVR INC COM 62944T105 22,024 8,914 SH   SOLE 0 1,310 1 7,603
OCCIDENTAL PETE CORP-DEL COM 674599105 15,066 183,351 SH   SOLE 0 1,951 0 181,400
OMEGA HEALTHCARE INVS COM 681936100 1,234 37,655 SH   SOLE 0 29,922 0 7,733
ON SEMICONDUCTOR CORP COM 682189105 26,495 1,437,618 SH   SOLE 0 211,759 179 1,225,680
ORIX CORP ADR COM 686330101 23,131 285,464 SH   SOLE 0 97,320 0 188,144
OSHKOSH CORPORATION COM 688239201 20,968 294,337 SH   SOLE 0 43,287 38 251,012
PACWEST BANCORP COM 695263103 1,273 26,714 SH   SOLE 0 21,719 0 4,995
PANASONIC CORPORATION COM 69832A205 10,766 930,497 SH   SOLE 0 242,398 0 688,099
PHILIP MORRIS INTL INC COM COM 718172109 1,817 22,280 SH   SOLE 0 18,037 0 4,243
PHILLIPS 66 COM 718546104 18,251 161,913 SH   SOLE 0 23,726 19 138,168
PING AN INSURANCE GROUP COM 72341E304 3,415 168,700 SH   SOLE 0 0 0 168,700
PJSC LUKOIL CO ADR COM 69343P105 34,949 457,206 SH   SOLE 0 145,534 0 311,672
PLAINS ALL AMERICAN PIPELINE L LTD PARTN 726503105 230 9,200 SH   SOLE 0 9,200 0 0
PRICE T ROWE GROUP INC COM 74144T108 14,434 132,205 SH   SOLE 0 1,405 0 130,800
PROCTER & GAMBLE COM 742718109 823 9,889 SH   SOLE 0 3,391 0 6,498
PUBLIC SVC ENTERPRISE COM 744573106 275 5,207 SH   SOLE 0 0 0 5,207
PULTEGROUP INC. COM 745867101 39,713 1,603,278 SH   SOLE 0 165,214 146 1,437,918
QORVO, INC COM 74736K101 33,175 431,454 SH   SOLE 0 63,614 50 367,790
REGENERON PHARMACEUTICAL COM 75886F107 17,969 44,474 SH   SOLE 0 474 0 44,000
RELX PLC COM 759530108 269 12,859 SH   SOLE 0 12,859 0 0
REPSOL S.A. COM 76026T205 36,596 1,839,918 SH   SOLE 0 644,874 0 1,195,044
RIO TINTO PLC ADR COM 767204100 52,575 1,030,481 SH   SOLE 0 240,718 70 789,693
ROBERT HALF INTL COM 770323103 16,676 236,936 SH   SOLE 0 2,836 0 234,100
ROSS STORES INC COM COM 778296103 18,441 186,085 SH   SOLE 0 1,941 0 184,144
ROYAL DUTCH SHELL PLC COM 780259206 79,935 1,173,089 SH   SOLE 0 293,164 79 879,846
RYANAIR HOLDINGS PLC ADR COM 783513203 22,941 238,865 SH   SOLE 0 74,558 0 164,307
SBERBANK OF RUSSIA COM 80585Y308 18,956 1,507,465 SH   SOLE 0 590,207 0 917,258
SEMPRA ENERGY COM 816851109 8,935 78,544 SH   SOLE 0 11,525 10 67,009
SENSATA TECHNOLOGIES HOLDING P COM G8060N102 20,523 414,181 SH   SOLE 0 142,711 0 271,470
SHAW COMMUNICATIONS COM 82028K200 1,129 57,965 SH   SOLE 0 46,346 0 11,619
SK TELECOM CO COM 78440p108 3,574 128,200 SH   SOLE 0 0 0 128,200
SOFTBANK CORP UNSP ADR COM 83404D109 20,340 408,809 SH   SOLE 0 143,323 0 265,486
SOUTH32 COM 84473l105 3,175 226,600 SH   SOLE 0 0 0 226,600
SOUTHWEST AIRLINES COM 844741108 25,892 414,601 SH   SOLE 0 59,980 57 354,564
STATE STR CORP COM COM 857477103 29,352 350,343 SH   SOLE 0 52,157 43 298,143
STRYKER CORP COM 863667101 297 1,671 SH   SOLE 0 0 0 1,671
SUBARU CORP ADR COM 86428V104 3,243 220,600 SH   SOLE 0 0 0 220,600
SUMITOMO MITSUI FINCL GR COM 86562M209 15,280 1,902,811 SH   SOLE 0 666,571 0 1,236,240
SUN LIFE FINANCIAL COM 866796105 14,786 371,880 SH   SOLE 0 144,497 0 227,383
SUNTRUST BANKS INC COM 867914103 41,603 622,896 SH   SOLE 0 91,921 76 530,899
TAIWAN SEMICONDUCTOR MFG CO AD COM 874039100 19,125 433,077 SH   SOLE 0 152,581 0 280,496
TAPESTRY COM 876030107 1,741 34,645 SH   SOLE 0 27,286 0 7,359
TE CONNECTIVITY LTD. COM H84989104 34,529 392,689 SH   SOLE 0 58,787 43 333,859
TOKYO ELECTRON LTD COM 889110102 14,754 429,515 SH   SOLE 0 123,618 0 305,897
TOTAL SA COM 89151E109 86,947 1,350,321 SH   SOLE 0 319,447 99 1,030,775
TRACTOR SUPPLY COM 892356106 18,523 203,821 SH   SOLE 0 2,421 0 201,400
UBS GROUP AG COM H42097107 22,373 1,422,331 SH   SOLE 0 502,727 0 919,604
ULTA SALON COSMETICS & FRAGR COM 90384S303 18,791 66,608 SH   SOLE 0 708 0 65,900
UNILEVER NV COM 904784709 2,147 38,653 SH   SOLE 0 38,653 0 0
UNION PAC CORP COM COM 907818108 26,195 160,873 SH   SOLE 0 23,825 21 137,027
UNITED CONTINENTAL COM 910047109 19,543 219,434 SH   SOLE 0 2,634 0 216,800
UNITED HEALTHCARE CORP COM 91324p102 49,788 187,142 SH   SOLE 0 27,590 23 159,529
UNITED RENTALS INC COM 911363109 43,828 267,899 SH   SOLE 0 39,630 32 228,237
UNITED TECHNOLOGIES CORP COM COM 913017109 30,445 217,758 SH   SOLE 0 32,897 26 184,835
VALERO ENERGY CORP COM 91913Y100 15,922 139,976 SH   SOLE 0 1,676 0 138,300
VANGUARD BD INDEX FD INC ST BOND FUND 921937827 889 11,394 SH   SOLE 0 11,394 0 0
VANGUARD INTERMEDIATE-TERM COR INT TERM BOND F 92206C870 339 4,058 SH   SOLE 0 4,058 0 0
VERIZON COMMUNICATIONS COM 92343V104 14,037 262,919 SH   SOLE 0 50,773 32 212,114
VERMILION ENERGY INC COM 923725105 917 27,847 SH   SOLE 0 22,313 0 5,534
WALGREENS BOOT ALLIANCE, INC COM 931427108 18,558 254,563 SH   SOLE 0 3,143 0 251,420
WESTPAC BKG CORP COM 961214301 1,084 54,150 SH   SOLE 0 40,627 0 13,523
WNS HOLDINGS LTD COM 92932M101 17,151 337,945 SH   SOLE 0 119,559 0 218,386
YANDEX N.V. COM N97284108 18,178 552,697 SH   SOLE 0 194,046 0 358,651
YY INC ADS COM 98426T106 15,317 204,447 SH   SOLE 0 70,964 0 133,483
ZTO EXPRESS INC COM 98980A105 12,816 773,425 SH   SOLE 0 219,546 0 553,879