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
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 288,360 1,750,185 SH   SOLE   1,732,442 0 17,743
ASTRAZENECA PLC-SPONS ADR SPONSORED ADR 046353108 26,163 661,174 SH   SOLE   653,465 0 7,709
AZUL SA-ADR SPONSR ADR PFD 05501U106 13,761 773,520 SH   SOLE   773,520 0 0
BAIDU INC - SPON ADR SPON ADR REP A 056752108 181,419 793,333 SH   SOLE   792,475 0 858
BARCLAYS PLC-SPONS ADR ADR 06738E204 24,200 2,703,946 SH   SOLE   2,550,552 0 153,394
BRITISH AMERICAN TOB-SP ADR SPONSORED ADR 110448107 8,733 187,279 SH   SOLE   187,279 0 0
CHINA MOBILE LTD-SPON ADR SPONSORED ADR 16941M109 13,167 269,092 SH   SOLE   217,686 0 51,406
CHINA PETROLEUM & CHEM-ADR SPON ADR H SHS 16941R108 20,368 202,792 SH   SOLE   191,252 0 11,540
CHINA UNICOM HONG KONG-ADR SPONSORED ADR 16945R104 26,988 2,308,616 SH   SOLE   2,176,308 0 132,308
CREDIT SUISSE GROUP-SPON ADR SPONSORED ADR 225401108 29,260 1,958,531 SH   SOLE   1,849,007 0 109,524
CTRIP.COM INTERNATIONAL-ADR AMERICAN DEP SHS 22943F100 65,487 1,761,831 SH   SOLE   1,743,357 0 18,474
ENI SPA-SPONSORED ADR SPONSORED ADR 26874R108 15,008 398,511 SH   SOLE   376,273 0 22,238
FOMENTO ECONOMICO MEX-SP ADR SPON ADR UNITS 344419106 67,916 686,231 SH   SOLE   683,899 0 2,332
FRESENIUS MEDICAL CARE-ADR SPONSORED ADR 358029106 24,794 482,187 SH   SOLE   476,524 0 5,663
GREENTREE HOSPITALITY GR-ADR SPONSORED ADS 39579V100 825 64,976 SH   SOLE   64,976 0 0
GRIFOLS SA-ADR SP ADR REP B NVT 398438408 16,635 778,446 SH   SOLE   769,302 0 9,144
HDFC BANK LTD-ADR ADR REPS 3 SHS 40415F101 14,544 154,563 SH   SOLE   154,563 0 0
ICICI BANK LTD-SPON ADR ADR 45104G104 33,298 3,922,048 SH   SOLE   3,922,048 0 0
ITAU UNIBANCO H-SPON PRF ADR SPON ADR REP PFD 465562106 28,016 2,551,577 SH   SOLE   2,551,577 0 0
NOVARTIS AG-SPONSORED ADR SPONSORED ADR 66987V109 30,167 350,122 SH   SOLE   350,122 0 0
ROYAL DUTCH SHELL-SPON ADR-A SPONS ADR A 780259206 788,034 11,564,928 SH   SOLE   11,534,575 0 30,353
RYANAIR HOLDINGS PLC-SP ADR SPONSORED ADR NE 783513203 181,491 1,889,740 SH   SOLE   1,877,698 0 12,042
SAP SE-SPONSORED ADR SPON ADR 803054204 31,120 253,011 SH   SOLE   238,921 0 14,090
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 2,021 45,774 SH   SOLE   45,774 0 0
TAL EDUCATION GROUP- ADR SPONSORED ADS 874080104 158,974 6,183,360 SH   SOLE   6,130,255 0 53,105
TEVA PHARMACEUTICAL-SP ADR SPONSORED ADR 881624209 86,767 4,028,192 SH   SOLE   3,992,798 0 35,394
SHAW COMMUNICATIONS INC-B CL B CONV 82028K200 1,185 60,812 SH   SOLE   60,812 0 0
SUNCOR ENERGY INC COM 867224107 82,982 2,144,529 SH   SOLE   2,144,529 0 0
ACTIVISION BLIZZARD INC COM 00507V109 45,812 550,686 SH   SOLE   531,579 0 19,107
ACUSHNET HOLDINGS CORP COM 005098108 1,088 39,669 SH   SOLE   37,242 0 2,427
ADIENT PLC ORD SHS G0084W101 62 1,568 SH   SOLE   1,568 0 0
ADT INC COM 00090Q103 21,002 2,236,598 SH   SOLE   2,128,581 0 108,017
AFFILIATED MANAGERS GROUP COM 008252108 14,496 106,025 SH   SOLE   106,025 0 0
AKORN INC COM 009728106 3,924 302,300 SH   SOLE   286,650 0 15,650
ALEXION PHARMACEUTICALS INC COM 015351109 18,446 132,696 SH   SOLE   132,696 0 0
ALKERMES PLC SHS G01767105 50,058 1,179,492 SH   SOLE   1,137,793 0 41,699
ALLEGION PLC ORD SHS G0176J109 1,211 13,375 SH   SOLE   13,375 0 0
ALLERGAN PLC SHS G0177J108 62,708 329,209 SH   SOLE   329,209 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 159,459 132,103 SH   SOLE   132,103 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 103,039 86,336 SH   SOLE   83,006 0 3,330
ALTICE USA INC- A CL A 02156K103 5,190 286,126 SH   SOLE   286,126 0 0
AMAZON.COM INC COM 023135106 32,797 16,374 SH   SOLE   16,374 0 0
APOLLO GLOBAL MANAGEMENT - A CL A SHS 037612306 22,919 663,351 SH   SOLE   628,951 0 34,400
APOLLO INVESTMENT CORP COM 03761U106 132,792 24,410,339 SH   SOLE   24,410,339 0 0
APPLE INC COM 037833100 58,627 259,712 SH   SOLE   249,865 0 9,847
ARAMARK COM 03852U106 26,892 625,114 SH   SOLE   594,456 0 30,658
ARES CAPITAL CORP COM 04010L103 262,179 15,251,834 SH   SOLE   15,251,834 0 0
ARRIS INTERNATIONAL PLC SHS G0551A103 30,778 1,184,209 SH   SOLE   1,128,155 0 56,054
ASSURED GUARANTY LTD COM G0585R106 76,958 1,822,355 SH   SOLE   1,739,734 0 82,621
AT&T INC COM 00206R102 296,090 8,817,438 SH   SOLE   8,817,438 0 0
AXA EQUITABLE HOLDINGS INC COM 054561105 206,923 9,646,777 SH   SOLE   9,602,219 0 44,558
BAKER HUGHES A GE CO CL A 05722G100 66 1,949 SH   SOLE   1,949 0 0
BANK OF N.T. BUTTERFIELD&SON SHS NEW G0772R208 2,168 41,796 SH   SOLE   41,796 0 0
BOOKING HOLDINGS INC COM 09857L108 31,744 16,000 SH   SOLE   16,000 0 0
BROADCOM INC COM 11135F101 109,897 445,413 SH   SOLE   445,413 0 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 187,302 883,748 SH   SOLE   874,071 0 9,677
CAPITAL ONE FINANCIAL CORP COM 14040H105 165,246 1,740,718 SH   SOLE   1,725,809 0 14,909
CARMAX INC COM 143130102 26,072 349,163 SH   SOLE   333,997 0 15,166
CARS.COM INC COM 14575E105 2,028 73,463 SH   SOLE   73,463 0 0
CASA SYSTEMS INC COM 14713L102 19,004 1,288,438 SH   SOLE   1,231,950 0 56,488
CENTURYLINK INC COM 156700106 2,698 127,255 SH   SOLE   127,255 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 117,163 2,152,157 SH   SOLE   2,152,157 0 0
CHIMERA INVESTMENT CORP COM NEW 16934Q208 147,306 8,125,000 SH   SOLE   8,125,000 0 0
CITIGROUP INC COM NEW 172967424 182,770 2,547,676 SH   SOLE   2,510,883 0 36,793
CME GROUP INC COM CL A 12572Q105 615,288 3,614,874 SH   SOLE   3,614,874 0 0
CNH INDUSTRIAL NV SHS N20944109 10,276 855,617 SH   SOLE   807,439 0 48,178
COGNIZANT TECH SOLUTIONS-A CL A 192446102 31,412 407,159 SH   SOLE   388,581 0 18,578
COLONY CAPITAL INC CL A COM 19626G108 12,247 2,010,929 SH   SOLE   2,010,929 0 0
COMCAST CORP-CLASS A CL A 20030N101 72,133 2,037,092 SH   SOLE   1,969,732 0 67,360
CONCHO RESOURCES INC COM 20605P101 12,095 79,180 SH   SOLE   79,180 0 0
CROWN CASTLE INTL CORP COM 22822V101 239,120 2,147,849 SH   SOLE   2,147,849 0 0
DAVITA INC COM 23918K108 14,736 205,727 SH   SOLE   205,727 0 0
DEVON ENERGY CORP COM 25179M103 53,547 1,340,696 SH   SOLE   1,273,492 0 67,204
DEXCOM INC COM 252131107 15,013 104,954 SH   SOLE   104,954 0 0
DR HORTON INC COM 23331A109 11,157 264,512 SH   SOLE   264,512 0 0
ECHOSTAR CORP-A CL A 278768106 87,087 1,878,080 SH   SOLE   1,862,283 0 15,797
ENTERPRISE PRODUCTS PARTNERS COM 293792107 47,267 1,645,208 SH   SOLE   1,543,835 0 101,373
EQUINIX INC COM PAR $0.001 29444U700 1,622 3,747 SH   SOLE   3,747 0 0
EXPEDIA GROUP INC COM NEW 30212P303 38,212 292,858 SH   SOLE   283,305 0 9,553
FACEBOOK INC-CLASS A CL A 30303M102 199,921 1,215,623 SH   SOLE   1,205,800 0 9,823
FARFETCH LTD-CLASS A ORD SH CL A 30744W107 6,560 240,900 SH   SOLE   240,900 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 25,145 110,364 SH   SOLE   110,364 0 0
FLEX LTD ORD Y2573F102 25,147 1,916,700 SH   SOLE   1,813,570 0 103,130
FORTIS INC COM 349553107 17,130 528,387 SH   SOLE   501,777 0 26,610
GARRETT MOTION INC COM 366505105 694 37,500 SH   SOLE   35,400 0 2,100
GILEAD SCIENCES INC COM 375558103 92,921 1,203,486 SH   SOLE   1,152,195 0 51,291
GLOBANT SA COM L44385109 11,491 194,795 SH   SOLE   194,795 0 0
GRANITE POINT MORTGAGE TRUST COM 38741L107 27,338 1,417,964 SH   SOLE   1,417,964 0 0
HALLIBURTON CO COM 406216101 50,020 1,234,151 SH   SOLE   1,194,524 0 39,627
HOME DEPOT INC COM 437076102 311,077 1,501,700 SH   SOLE   1,501,700 0 0
HP INC COM 40434L105 40,769 1,582,044 SH   SOLE   1,496,541 0 85,503
INOGEN INC COM 45780L104 6,586 26,977 SH   SOLE   26,977 0 0
ITT INC COM 45073V108 23,021 375,797 SH   SOLE   359,968 0 15,829
JPMORGAN CHASE & CO COM 46625H100 529,731 4,694,530 SH   SOLE   4,658,580 0 35,950
LAMAR ADVERTISING CO-A CL A 512816109 126,243 1,622,656 SH   SOLE   1,622,656 0 0
LAS VEGAS SANDS CORP COM 517834107 231,579 3,903,228 SH   SOLE   3,903,228 0 0
LAZARD LTD-CL A SHS A G54050102 56,733 1,178,738 SH   SOLE   1,178,738 0 0
LIBERTY GLOBAL PLC- C SHS CL C G5480U120 6,318 224,363 SH   SOLE   224,363 0 0
LYONDELLBASELL INDU-CL A SHS - A - N53745100 182,630 1,781,587 SH   SOLE   1,781,587 0 0
MASTERCARD INC - A CL A 57636Q104 58,389 262,291 SH   SOLE   261,248 0 1,043
MCDERMOTT INTL INC COM 580037703 20,122 1,091,791 SH   SOLE   1,043,543 0 48,248
MEDTRONIC PLC SHS G5960L103 55,619 565,406 SH   SOLE   537,898 0 27,508
MERCK & CO. INC. COM 58933Y105 310,220 4,372,989 SH   SOLE   4,372,989 0 0
MFA FINANCIAL INC COM 55272X102 251,715 34,246,878 SH   SOLE   34,246,878 0 0
MICROSOFT CORP COM 594918104 1,541 13,475 SH   SOLE   13,475 0 0
MONSTER BEVERAGE CORP COM 61174X109 17,247 295,936 SH   SOLE   295,936 0 0
NAVIENT CORP COM 63938C108 21,227 1,574,702 SH   SOLE   1,504,125 0 70,577
NETFLIX INC COM 64110L106 12,704 33,955 SH   SOLE   33,955 0 0
NEVRO CORP COM 64157F103 11,745 206,052 SH   SOLE   206,052 0 0
NIKE INC -CL B CL B 654106103 5 54 SH   SOLE   54 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 60,908 3,006,331 SH   SOLE   2,873,565 0 132,766
NUTRIEN LTD COM 67077M108 1,173 20,337 SH   SOLE   20,337 0 0
NXP SEMICONDUCTORS NV COM N6596X109 104,430 1,221,407 SH   SOLE   1,212,429 0 8,978
O'REILLY AUTOMOTIVE INC COM 67103H107 22,803 65,655 SH   SOLE   62,717 0 2,938
OAKTREE CAPITAL GROUP LLC UNIT CL A 674001201 41,635 1,005,669 SH   SOLE   952,826 0 52,843
ONEOK INC COM 682680103 261,429 3,856,451 SH   SOLE   3,856,451 0 0
OUTFRONT MEDIA INC COM 69007J106 61,466 3,081,000 SH   SOLE   3,081,000 0 0
OWENS-ILLINOIS INC COM NEW 690768403 24,378 1,297,396 SH   SOLE   1,244,297 0 53,099
PALO ALTO NETWORKS INC COM 697435105 31,114 138,124 SH   SOLE   134,726 0 3,398
PAYPAL HOLDINGS INC COM 70450Y103 14,603 166,250 SH   SOLE   166,250 0 0
PEABODY ENERGY CORP COM 704551100 46,518 1,305,205 SH   SOLE   1,305,205 0 0
PENNYMAC MORTGAGE INVESTMENT COM 70931T103 42,215 2,085,722 SH   SOLE   1,987,399 0 98,323
PFIZER INC COM 717081103 130,158 2,953,432 SH   SOLE   2,953,432 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 11,702 67,179 SH   SOLE   67,179 0 0
PIVOTAL SOFTWARE INC - CL A COM CL A 72582H107 8,828 450,875 SH   SOLE   450,875 0 0
PRICESMART INC COM 741511109 12,832 158,513 SH   SOLE   157,885 0 628
PROOFPOINT INC COM 743424103 6,922 65,100 SH   SOLE   65,100 0 0
PURE STORAGE INC - CLASS A CL A 74624M102 23,363 900,322 SH   SOLE   860,393 0 39,929
QUALCOMM INC COM 747525103 406,959 5,649,854 SH   SOLE   5,649,854 0 0
SCHWAB (CHARLES) CORP COM 808513105 12,811 260,653 SH   SOLE   260,653 0 0
SEASPAN CORP SHS Y75638109 2,096 251,596 SH   SOLE   251,596 0 0
SERVICENOW INC COM 81762P102 15,765 80,584 SH   SOLE   80,584 0 0
SOLAR CAPITAL LTD COM 83413U100 98,639 4,613,589 SH   SOLE   4,613,589 0 0
SPLUNK INC COM 848637104 10,780 89,157 SH   SOLE   89,157 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 23,690 416,851 SH   SOLE   416,851 0 0
STARBUCKS CORP COM 855244109 40,642 715,027 SH   SOLE   681,700 0 33,327
SVB FINANCIAL GROUP COM 78486Q101 13,710 44,107 SH   SOLE   44,107 0 0
T-MOBILE US INC COM 872590104 143,512 2,044,919 SH   SOLE   2,044,919 0 0
TEEKAY CORP COM Y8564W103 1,280 189,942 SH   SOLE   189,942 0 0
TEEKAY LNG PARTNERS LP PRTNRSP UNITS Y8564M105 51,718 3,096,887 SH   SOLE   3,023,114 0 73,773
THERMO FISHER SCIENTIFIC INC COM 883556102 84,023 344,244 SH   SOLE   327,822 0 16,422
THOMSON REUTERS CORP COM 884903105 11,786 258,002 SH   SOLE   244,898 0 13,104
TJX COMPANIES INC COM 872540109 22,019 196,563 SH   SOLE   196,563 0 0
TRI POINTE GROUP INC COM 87265H109 29,110 2,347,597 SH   SOLE   2,241,916 0 105,681
UNILEVER N V -NY SHARES N Y SHS NEW 904784709 35,757 643,686 SH   SOLE   643,686 0 0
UNITED PARCEL SERVICE-CL B CL B 911312106 39,740 340,383 SH   SOLE   322,251 0 18,132
US FOODS HOLDING CORP COM 912008109 75,081 2,436,124 SH   SOLE   2,315,739 0 120,385
VALERO ENERGY CORP COM 91913Y100 182,704 1,606,189 SH   SOLE   1,606,189 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 81,143 540,627 SH   SOLE   539,160 0 1,467
WALGREENS BOOTS ALLIANCE INC COM 931427108 467,288 6,409,982 SH   SOLE   6,409,982 0 0
WASHINGTON REIT SH BEN INT 939653101 91,197 2,975,427 SH   SOLE   2,975,427 0 0
WELLS FARGO & CO COM 949746101 1,545 29,388 SH   SOLE   29,388 0 0
WIX.COM LTD SHS M98068105 15,974 133,450 SH   SOLE   133,450 0 0
WORKDAY INC-CLASS A CL A 98138H101 9,668 66,226 SH   SOLE   66,226 0 0
WORLDPAY INC-CLASS A CL A 981558109 52,035 513,825 SH   SOLE   510,321 0 3,504
YANDEX NV-A SHS CLASS A N97284108 63,906 1,943,019 SH   SOLE   1,937,056 0 5,963
YUM CHINA HOLDINGS INC COM 98850P109 1,501 42,750 SH   SOLE   42,750 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 96,025 2,765,711 SH   SOLE   2,765,711 0 0
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 396 5,823 SH   SOLE   5,823 0 0
SPDR S&P 500 ETF TRUST TR UNIT 78462F103 97 333 SH   SOLE   333 0 0
VANGUARD EUROPE PACIFIC ETF FTSE DEV MKT ETF 921943858 14,867 343,594 SH   SOLE   338,907 0 4,687