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
CRH PLC-SPONSORED ADR ADR 12626K203 5,045 191,449 SH   SOLE   184,419 0 7,030
ICICI BANK LTD-SPON ADR ADR 45104G104 35,448 3,444,944 SH   SOLE   3,444,944 0 0
HDFC BANK LTD-ADR ADR REPS 3 SHS 40415F101 12,088 116,694 SH   SOLE   116,694 0 0
CTRIP.COM INTERNATIONAL-ADR AMERICAN DEP SHS 22943F100 7,427 274,457 SH   SOLE   274,457 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 109,673 104,954 SH   SOLE   104,954 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 85,643 82,698 SH   SOLE   79,368 0 3,330
BAKER HUGHES A GE CO CL A 05722G100 42 1,949 SH   SOLE   1,949 0 0
COMCAST CORP-CLASS A CL A 20030N101 66,659 1,957,675 SH   SOLE   1,890,315 0 67,360
COPA HOLDINGS SA-CLASS A CL A P31076105 9,480 120,442 SH   SOLE   120,442 0 0
FACEBOOK INC-CLASS A CL A 30303M102 131,388 1,002,270 SH   SOLE   992,447 0 9,823
MASTERCARD INC - A CL A 57636Q104 49,676 263,322 SH   SOLE   262,346 0 976
PURE STORAGE INC - CLASS A CL A 74624M102 24,851 1,545,465 SH   SOLE   1,470,793 0 74,672
WORKDAY INC-CLASS A CL A 98138H101 10,575 66,226 SH   SOLE   66,226 0 0
COLONY CAPITAL INC CL A COM 19626G108 4,770 1,019,129 SH   SOLE   1,019,129 0 0
ZILLOW GROUP INC - C CL C CAP STK 98954M200 7,112 225,200 SH   SOLE   225,200 0 0
ACTIVISION BLIZZARD INC COM 00507V109 84,214 1,808,336 SH   SOLE   1,756,498 0 51,838
ADT INC COM 00090Q103 2,618 435,545 SH   SOLE   413,387 0 22,158
ARAMARK COM 03852U106 28,792 993,847 SH   SOLE   943,683 0 50,164
ARES CAPITAL CORP COM 04010L103 247,480 15,884,489 SH   SOLE   15,884,489 0 0
ASSURED GUARANTY LTD COM G0585R106 59,806 1,562,327 SH   SOLE   1,486,594 0 75,733
AT&T INC COM 00206R102 226,049 7,920,438 SH   SOLE   7,920,438 0 0
BOOKING HOLDINGS INC COM 09857L108 27,559 16,000 SH   SOLE   16,000 0 0
BROADCOM INC COM 11135F101 209,794 825,050 SH   SOLE   825,050 0 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 145,495 819,135 SH   SOLE   814,305 0 4,830
CAPITAL ONE FINANCIAL CORP COM 14040H105 130,635 1,728,201 SH   SOLE   1,710,802 0 17,399
CASA SYSTEMS INC COM 14713L102 16,016 1,219,768 SH   SOLE   1,163,282 0 56,486
CONCHO RESOURCES INC COM 20605P101 8,139 79,184 SH   SOLE   79,184 0 0
CREDICORP LTD COM G2519Y108 116 523 SH   SOLE   523 0 0
CROWN CASTLE INTL CORP COM 22822V101 169,239 1,557,936 SH   SOLE   1,557,936 0 0
DAVITA INC COM 23918K108 10,587 205,734 SH   SOLE   205,734 0 0
DEVON ENERGY CORP COM 25179M103 28,914 1,282,764 SH   SOLE   1,215,686 0 67,078
DR HORTON INC COM 23331A109 9,168 264,523 SH   SOLE   264,523 0 0
GLOBANT SA COM L44385109 10,971 194,802 SH   SOLE   194,802 0 0
GRANITE POINT MORTGAGE TRUST COM 38741L107 25,558 1,417,500 SH   SOLE   1,417,500 0 0
HEALTHEQUITY INC COM 42226A107 6,271 105,125 SH   SOLE   105,125 0 0
HP INC COM 40434L105 30,227 1,477,386 SH   SOLE   1,391,875 0 85,511
INOGEN INC COM 45780L104 3,350 26,977 SH   SOLE   26,977 0 0
IPG PHOTONICS CORP COM 44980X109 135 1,193 SH   SOLE   1,193 0 0
ITT INC COM 45073V108 17,458 361,678 SH   SOLE   345,849 0 15,829
JPMORGAN CHASE & CO COM 46625H100 452,543 4,635,761 SH   SOLE   4,599,811 0 35,950
MERCK & CO. INC. COM 58933Y105 306,174 4,006,989 SH   SOLE   4,006,989 0 0
MFA FINANCIAL INC COM 55272X102 233,863 35,009,478 SH   SOLE   35,009,478 0 0
MONSTER BEVERAGE CORP COM 61174X109 14,566 295,936 SH   SOLE   295,936 0 0
NAVIENT CORP COM 63938C108 13,166 1,494,450 SH   SOLE   1,424,013 0 70,437
NETFLIX INC COM 64110L106 10,500 39,228 SH   SOLE   39,228 0 0
NEVRO CORP COM 64157F103 8,013 206,053 SH   SOLE   206,053 0 0
NUTRIEN LTD COM 67077M108 34,980 744,265 SH   SOLE   742,186 0 2,079
NXP SEMICONDUCTORS NV COM N6596X109 76,502 1,043,963 SH   SOLE   1,039,898 0 4,065
OUTFRONT MEDIA INC COM 69007J106 60,287 3,327,100 SH   SOLE   3,327,100 0 0
PAYPAL HOLDINGS INC COM 70450Y103 13,980 166,255 SH   SOLE   166,255 0 0
PENNYMAC MORTGAGE INVESTMENT COM 70931T103 36,846 1,978,815 SH   SOLE   1,880,492 0 98,323
SERVICENOW INC COM 81762P102 14,349 80,587 SH   SOLE   80,587 0 0
SOLAR CAPITAL LTD COM 83413U100 88,535 4,613,589 SH   SOLE   4,613,589 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 20,476 453,911 SH   SOLE   453,911 0 0
TEEKAY CORP COM Y8564W103 634 189,942 SH   SOLE   189,942 0 0
VALERO ENERGY CORP COM 91913Y100 132,801 1,771,384 SH   SOLE   1,771,384 0 0
YUM CHINA HOLDINGS INC COM 98850P109 70 2,100 SH   SOLE   2,100 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 58,867 2,577,350 SH   SOLE   2,577,350 0 0
CME GROUP INC COM CL A 12572Q105 663,490 3,526,951 SH   SOLE   3,526,951 0 0
PIVOTAL SOFTWARE INC - CL A COM CL A 72582H107 8,922 545,669 SH   SOLE   545,669 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 71,765 543,924 SH   SOLE   542,537 0 1,387
APOLLO INVESTMENT CORP COM NEW 03761U502 101,516 8,186,779 SH   SOLE   8,186,779 0 0
CHIMERA INVESTMENT CORP COM NEW 16934Q208 158,598 8,900,000 SH   SOLE   8,900,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 32,517 288,656 SH   SOLE   279,103 0 9,553
EQUINIX INC COM PAR $0.001 29444U700 1,217 3,451 SH   SOLE   3,451 0 0
JPM DIVERSIFIED RET INTL EQ DIV RTN INT EQ 46641Q209 624 11,406 SH   SOLE   11,406 0 0
ASML HOLDING NV-NY REG SHS N Y REGISTRY SHS N07059210 196 1,262 SH   SOLE   1,262 0 0
FLEX LTD ORD Y2573F102 17,531 2,303,673 SH   SOLE   2,200,734 0 102,939
FARFETCH LTD-CLASS A ORD SH CL A 30744W107 14,106 796,506 SH   SOLE   793,871 0 2,635
ADIENT PLC ORD SHS G0084W101 24 1,568 SH   SOLE   1,568 0 0
TEEKAY LNG PARTNERS LP PRTNRSP UNITS Y8564M105 35,187 3,193,023 SH   SOLE   3,106,450 0 86,573
ALKERMES PLC SHS G01767105 36,198 1,226,643 SH   SOLE   1,177,040 0 49,603
ALLERGAN PLC SHS G0177J108 43,210 323,281 SH   SOLE   323,281 0 0
CNH INDUSTRIAL NV SHS N20944109 7,744 840,794 SH   SOLE   813,072 0 27,722
MAKEMYTRIP LTD SHS V5633W109 112 4,592 SH   SOLE   4,592 0 0
MEDTRONIC PLC SHS G5960L103 48,252 530,478 SH   SOLE   502,970 0 27,508
SEASPAN CORP SHS Y75638109 1,980 252,903 SH   SOLE   252,903 0 0
WIX.COM LTD SHS M98068105 10,588 117,200 SH   SOLE   117,200 0 0
LYONDELLBASELL INDU-CL A SHS - A - N53745100 148,202 1,782,127 SH   SOLE   1,782,127 0 0
LAZARD LTD-CL A SHS A G54050102 50,889 1,378,738 SH   SOLE   1,378,738 0 0
YANDEX NV-A SHS CLASS A N97284108 56,915 2,081,003 SH   SOLE   2,075,665 0 5,338
BANK OF N.T. BUTTERFIELD&SON SHS NEW G0772R208 1,310 41,796 SH   SOLE   41,796 0 0
CHINA PETROLEUM & CHEM-ADR SPON ADR H SHS 16941R108 10,706 151,650 SH   SOLE   146,190 0 5,460
ANHEUSER-BUSCH INBEV-SPN ADR SPONSORED ADR 03524A108 173 2,636 SH   SOLE   2,636 0 0
CHINA MOBILE LTD-SPON ADR SPONSORED ADR 16941M109 8,728 181,830 SH   SOLE   130,427 0 51,403
CHINA UNICOM HONG KONG-ADR SPONSORED ADR 16945R104 17,359 1,628,397 SH   SOLE   1,572,913 0 55,484
ENI SPA-SPONSORED ADR SPONSORED ADR 26874R108 8,185 259,829 SH   SOLE   249,481 0 10,348
NOVARTIS AG-SPONSORED ADR SPONSORED ADR 66987V109 30,462 354,988 SH   SOLE   354,988 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 231,894 1,691,792 SH   SOLE   1,676,154 0 15,638
GREENTREE HOSPITALITY GR-ADR SPONSORED ADS 39579V100 844 64,976 SH   SOLE   64,976 0 0
HUAZHU GROUP LTD-ADR SPONSORED ADS 44332N106 8,597 300,271 SH   SOLE   300,271 0 0
AZUL SA-ADR SPONSR ADR PFD 05501U106 21,778 786,481 SH   SOLE   786,481 0 0
SPDR S&P 500 ETF TRUST TR UNIT 78462F103 3,222 11,847 SH   SOLE   11,788 0 59
NOMAD FOODS LTD USD ORD SHS G6564A105 48,299 2,888,681 SH   SOLE   2,755,906 0 132,775
BARCLAYS PLC-SPONS ADR ADR 06738E204 12,976 1,720,943 SH   SOLE   1,658,297 0 62,646
VANGUARD FTSE ALL-WORLD EX-U ALLWRLD EX US 922042775 3,733 75,975 SH   SOLE   75,975 0 0
COGNIZANT TECH SOLUTIONS-A CL A 192446102 24,544 386,636 SH   SOLE   368,058 0 18,578
ECHOSTAR CORP-A CL A 278768106 60,244 1,640,621 SH   SOLE   1,634,083 0 6,538
LAMAR ADVERTISING CO-A CL A 512816109 112,255 1,622,656 SH   SOLE   1,622,656 0 0
WORLDPAY INC-CLASS A CL A 981558109 38,368 502,006 SH   SOLE   498,925 0 3,081
UNITED PARCEL SERVICE-CL B CL B 911312106 31,382 321,768 SH   SOLE   303,669 0 18,099
LIONS GATE ENTERTAINMENT-B CL B NON VTG 535919500 3,480 233,900 SH   SOLE   233,900 0 0
SUNCOR ENERGY INC COM 867224107 43,139 1,544,529 SH   SOLE   1,544,529 0 0
CARMAX INC COM 143130102 21,442 341,814 SH   SOLE   326,648 0 15,166
CARS.COM INC COM 14575E105 19 898 SH   SOLE   898 0 0
CENTURYLINK INC COM 156700106 1,823 120,363 SH   SOLE   120,363 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 86,201 1,981,176 SH   SOLE   1,981,176 0 0
DEXCOM INC COM 252131107 11,214 93,602 SH   SOLE   93,602 0 0
ENTERPRISE PRODUCTS PARTNERS COM 293792107 36,632 1,489,724 SH   SOLE   1,388,351 0 101,373
FLEETCOR TECHNOLOGIES INC COM 339041105 21,927 118,064 SH   SOLE   118,064 0 0
FORTIS INC COM 349553107 16,363 490,497 SH   SOLE   463,887 0 26,610
GILEAD SCIENCES INC COM 375558103 70,798 1,131,857 SH   SOLE   1,080,566 0 51,291
HALLIBURTON CO COM 406216101 24,277 913,361 SH   SOLE   898,229 0 15,132
HELMERICH & PAYNE COM 423452101 23,586 491,994 SH   SOLE   491,994 0 0
HOME DEPOT INC COM 437076102 238,177 1,386,200 SH   SOLE   1,386,200 0 0
HUNTSMAN CORP COM 447011107 14,580 755,826 SH   SOLE   709,647 0 46,179
LAS VEGAS SANDS CORP COM 517834107 203,228 3,904,477 SH   SOLE   3,904,477 0 0
MCDERMOTT INTL INC COM 580037703 7,751 1,185,217 SH   SOLE   1,137,061 0 48,156
MICRON TECHNOLOGY INC COM 595112103 127 4,017 SH   SOLE   4,017 0 0
MICROSOFT CORP COM 594918104 1,369 13,475 SH   SOLE   13,475 0 0
MOHAWK INDUSTRIES INC COM 608190104 30,231 258,476 SH   SOLE   244,741 0 13,735
ONEOK INC COM 682680103 208,056 3,856,451 SH   SOLE   3,856,451 0 0
PEABODY ENERGY CORP COM 704551100 38,713 1,270,125 SH   SOLE   1,270,125 0 0
PFIZER INC COM 717081103 121,888 2,792,384 SH   SOLE   2,792,384 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 8,835 67,179 SH   SOLE   67,179 0 0
PRICESMART INC COM 741511109 8,991 152,127 SH   SOLE   151,650 0 477
PROOFPOINT INC COM 743424103 10,387 123,938 SH   SOLE   123,938 0 0
QUALCOMM INC COM 747525103 319,919 5,621,484 SH   SOLE   5,621,484 0 0
SCHWAB (CHARLES) CORP COM 808513105 10,825 260,657 SH   SOLE   260,657 0 0
SPLUNK INC COM 848637104 9,348 89,157 SH   SOLE   89,157 0 0
STARBUCKS CORP COM 855244109 42,549 660,702 SH   SOLE   627,372 0 33,330
T-MOBILE US INC COM 872590104 104,785 1,647,309 SH   SOLE   1,647,309 0 0
TEXAS INSTRUMENTS INC COM 882508104 6,471 68,473 SH   SOLE   68,473 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 73,270 327,405 SH   SOLE   310,983 0 16,422
TJX COMPANIES INC COM 872540109 17,588 393,126 SH   SOLE   393,126 0 0
US FOODS HOLDING CORP COM 912008109 72,472 2,290,525 SH   SOLE   2,170,136 0 120,389
WALGREENS BOOTS ALLIANCE INC COM 931427108 423,325 6,195,303 SH   SOLE   6,195,303 0 0
WELLS FARGO & CO COM 949746101 1,354 29,388 SH   SOLE   29,388 0 0
CARGURUS INC COM CL A 141788109 8,274 245,288 SH   SOLE   245,288 0 0
CITIGROUP INC COM NEW 172967424 181,718 3,490,552 SH   SOLE   3,453,770 0 36,782
KANSAS CITY SOUTHERN COM NEW 485170302 94 984 SH   SOLE   984 0 0
OWENS-ILLINOIS INC COM NEW 690768403 21,689 1,258,037 SH   SOLE   1,204,935 0 53,102
THOMSON REUTERS CORP COM NEW 884903709 8,720 180,501 SH   SOLE   174,463 0 6,038
ISHARES MSCI EAFE VALUE ETF EAFE VALUE ETF 464288877 332 6,902 SH   SOLE   6,902 0 0
VANGUARD EUROPE PACIFIC ETF FTSE DEV MKT ETF 921943858 105,257 2,632,089 SH   SOLE   2,591,099 0 40,990
Schwab Intl Equity ETF INTL EQTY ETF 808524805 397 13,010 SH   SOLE   13,010 0 0
ISHARES MSCI ACWI EX US INDX MSCI ACWI EX US 464288240 787 17,417 SH   SOLE   17,417 0 0
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 25,420 404,205 SH   SOLE   394,015 0 10,190
UNILEVER N V -NY SHARES N Y SHS NEW 904784709 35,138 653,131 SH   SOLE   653,131 0 0
ISHARES RUSSELL 1000 VALUE RUS 1000 VAL ETF 464287598 130 1,078 SH   SOLE   1,078 0 0
WASHINGTON REIT SH BEN INT 939653101 72,253 3,141,427 SH   SOLE   3,141,427 0 0
SAP SE-SPONSORED ADR SPON ADR 803054204 17,597 176,766 SH   SOLE   170,079 0 6,687
GRUPO AEROPORTUARIO PAC-ADR SPON ADR B 400506101 131 1,605 SH   SOLE   1,605 0 0
ITAU UNIBANCO H-SPON PRF ADR SPON ADR REP PFD 465562106 24,771 2,710,180 SH   SOLE   2,710,180 0 0
FOMENTO ECONOMICO MEX-SP ADR SPON ADR UNITS 344419106 66,333 770,866 SH   SOLE   768,402 0 2,464
ROYAL DUTCH SHELL-SPON ADR-A SPONS ADR A 780259206 652,104 11,191,083 SH   SOLE   11,176,224 0 14,859
CREDIT SUISSE GROUP-SPON ADR SPONSORED ADR 225401108 13,377 1,231,806 SH   SOLE   1,186,657 0 45,149
FRESENIUS MEDICAL CARE-ADR SPONSORED ADR 358029106 21,739 671,160 SH   SOLE   657,879 0 13,281
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 1,894 51,323 SH   SOLE   51,323 0 0
TEVA PHARMACEUTICAL-SP ADR SPONSORED ADR 881624209 54,579 3,539,521 SH   SOLE   3,524,856 0 14,665
RYANAIR HOLDINGS PLC-SP ADR SPONSORED ADR NE 783513203 120,744 1,692,511 SH   SOLE   1,690,796 0 1,715
TAL EDUCATION GROUP- ADR SPONSORED ADS 874080104 157,085 5,887,735 SH   SOLE   5,858,596 0 29,139
OAKTREE CAPITAL GROUP LLC UNIT CL A 674001201 36,362 914,763 SH   SOLE   861,920 0 52,843
ASTRAZENECA PLC-SPONS ADR SPONSORED ADR 046353108 24,850 654,280 SH   SOLE   647,086 0 7,194
BAIDU INC - SPON ADR SPON ADR REP A 056752108 120,305 758,541 SH   SOLE   757,848 0 693
AFFILIATED MANAGERS GROUP COM 008252108 10,331 106,028 SH   SOLE   106,028 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 12,920 132,701 SH   SOLE   132,701 0 0
AMAZON.COM INC COM 023135106 27,950 18,609 SH   SOLE   18,609 0 0
APOLLO GLOBAL MANAGEMENT - A CL A SHS 037612306 15,367 626,196 SH   SOLE   591,796 0 34,400
APPLE INC COM 037833100 34,551 219,040 SH   SOLE   210,312 0 8,728
AXA EQUITABLE HOLDINGS INC COM 054561105 190,570 11,459,384 SH   SOLE   11,414,916 0 44,468