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 392,137 2,314,178 SH   SOLE   2,299,530 0 14,648
ASML HOLDING NV-NY REG SHS N Y REGISTRY SHS N07059210 308 1,481 SH   SOLE   1,481 0 0
ASTRAZENECA PLC-SPONS ADR SPONSORED ADR 046353108 33,011 799,683 SH   SOLE   792,345 0 7,338
AZUL SA-ADR SPONSR ADR PFD 05501U106 18,164 543,176 SH   SOLE   543,176 0 0
BAIDU INC - SPON ADR SPON ADR REP A 056752108 26,746 227,899 SH   SOLE   227,125 0 774
BARCLAYS PLC-SPONS ADR ADR 06738E204 12,668 1,664,655 SH   SOLE   1,640,928 0 23,727
CHINA MOBILE LTD-SPON ADR SPONSORED ADR 16941M109 6,430 141,983 SH   SOLE   90,623 0 51,360
CHINA PETROLEUM & CHEM-ADR SPON ADR H SHS 16941R108 8,778 128,711 SH   SOLE   126,808 0 1,903
CRH PLC-SPONSORED ADR ADR 12626K203 6,319 192,959 SH   SOLE   190,185 0 2,774
FOMENTO ECONOMICO MEX-SP ADR SPON ADR UNITS 344419106 77,828 804,427 SH   SOLE   802,098 0 2,329
FRESENIUS MEDICAL CARE-ADR SPONSORED ADR 358029106 36,595 931,648 SH   SOLE   921,457 0 10,191
GDS HOLDINGS LTD - ADR SPONSORED ADS 36165L108 77,844 2,071,975 SH   SOLE   2,068,602 0 3,373
GREENTREE HOSPITALITY GR-ADR SPONSORED ADS 39579V100 845 64,976 SH   SOLE   64,976 0 0
GRUPO AEROPORTUARIO PAC-ADR SPON ADR B 400506101 238 2,277 SH   SOLE   2,277 0 0
HDFC BANK LTD-ADR SPONSORED ADS 40415F101 6,363 48,929 SH   SOLE   48,929 0 0
HUAZHU GROUP LTD-ADR SPONSORED ADS 44332N106 59,568 1,643,251 SH   SOLE   1,640,368 0 2,883
HUYA INC-ADR ADS REP SHS A 44852D108 41,294 1,671,157 SH   SOLE   1,665,339 0 5,818
ICICI BANK LTD-SPON ADR ADR 45104G104 32,826 2,607,293 SH   SOLE   2,607,293 0 0
ING GROEP N.V.-SPONSORED ADR SPONSORED ADR 456837103 18,750 1,620,579 SH   SOLE   1,597,293 0 23,286
ITAU UNIBANCO H-SPON PRF ADR SPON ADR REP PFD 465562106 9,216 978,378 SH   SOLE   978,378 0 0
KONINKLIJKE PHILIPS NVR- NY NY REG SH NEW 500472303 3 80 SH   SOLE   80 0 0
NOVARTIS AG-SPONSORED ADR SPONSORED ADR 66987V109 15,672 171,638 SH   SOLE   171,638 0 0
PETROLEO BRASIL-SP PREF ADR SP ADR NON VTG 71654V101 337 23,731 SH   SOLE   23,731 0 0
PETROLEO BRASILEIRO-SPON ADR SPONSORED ADR 71654V408 250 16,034 SH   SOLE   16,034 0 0
QUIMICA Y MINERA CHIL-SP ADR SPON ADR SER B 833635105 9,799 314,969 SH   SOLE   314,969 0 0
ROYAL DUTCH SHELL-SPON ADR-A SPONS ADR A 780259206 506,085 7,777,540 SH   SOLE   7,777,540 0 0
RYANAIR HOLDINGS PLC-SP ADR SPONSORED ADS 783513203 118,749 1,851,406 SH   SOLE   1,849,486 0 1,920
SAP SE-SPONSORED ADR SPON ADR 803054204 19,235 140,605 SH   SOLE   138,594 0 2,011
SEA LTD-ADR SPONSORED ADS 81141R100 50,953 1,533,809 SH   SOLE   1,532,395 0 1,414
SONY CORP ADR NEW SPONSORED ADR 835699307 2 40 SH   SOLE   40 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADS 874039100 2,631 67,159 SH   SOLE   67,159 0 0
TAL EDUCATION GROUP- ADR SPONSORED ADS 874080104 92,684 2,432,646 SH   SOLE   2,425,022 0 7,624
VODAFONE GROUP PLC-SP ADR SPONSORED ADR 92857W308 11,714 717,312 SH   SOLE   707,038 0 10,274
SUNCOR ENERGY INC COM 867224107 141 4,529 SH   SOLE   4,529 0 0
ABBVIE INC COM 00287Y109 67,966 934,630 SH   SOLE   934,630 0 0
ACTIVISION BLIZZARD INC COM 00507V109 111,915 2,371,089 SH   SOLE   2,296,586 0 74,503
ALASKA AIR GROUP INC COM 011659109 6,948 108,723 SH   SOLE   108,723 0 0
ALCON INC ORD SHS H01301128 7,933 127,854 SH   SOLE   126,032 0 1,822
ALEXION PHARMACEUTICALS INC COM 015351109 12,784 97,600 SH   SOLE   97,600 0 0
ALKERMES PLC SHS G01767105 26,877 1,192,408 SH   SOLE   1,142,745 0 49,663
ALLERGAN PLC SHS G0177J108 66,003 394,213 SH   SOLE   394,213 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 107,730 99,492 SH   SOLE   99,492 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 93,577 86,572 SH   SOLE   83,245 0 3,327
AMAZON.COM INC COM 023135106 40,079 21,165 SH   SOLE   21,165 0 0
APOLLO GLOBAL MANAGEMENT - A CL A SHS 037612306 20,784 605,952 SH   SOLE   571,552 0 34,400
APOLLO INVESTMENT CORP COM NEW 03761U502 129,413 8,190,667 SH   SOLE   8,190,667 0 0
APPLE INC COM 037833100 41,466 209,509 SH   SOLE   200,788 0 8,721
ARES CAPITAL CORP COM 04010L103 284,968 15,884,489 SH   SOLE   15,884,489 0 0
ASSURED GUARANTY LTD COM G0585R106 57,773 1,372,944 SH   SOLE   1,298,807 0 74,137
AT&T INC COM 00206R102 133,619 3,987,438 SH   SOLE   3,987,438 0 0
AXA EQUITABLE HOLDINGS INC COM 054561105 231,097 11,057,268 SH   SOLE   11,012,744 0 44,524
BANK OF N.T. BUTTERFIELD&SON SHS NEW G0772R208 1,749 51,513 SH   SOLE   51,513 0 0
BOOKING HOLDINGS INC COM 09857L108 56,837 30,318 SH   SOLE   30,318 0 0
BOSTON SCIENTIFIC CORP COM 101137107 446 10,382 SH   SOLE   10,382 0 0
BRINK'S CO/THE COM 109696104 12,751 157,069 SH   SOLE   157,069 0 0
BROADCOM INC COM 11135F101 246,672 856,916 SH   SOLE   856,916 0 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 125,316 532,717 SH   SOLE   531,448 0 1,269
CAPITAL ONE FINANCIAL CORP COM 14040H105 142,630 1,571,858 SH   SOLE   1,533,125 0 38,733
CAPRI HOLDINGS LTD SHS G1890L107 19,203 553,720 SH   SOLE   526,940 0 26,780
CARGURUS INC COM CL A 141788109 8,715 241,341 SH   SOLE   241,341 0 0
CARMAX INC COM 143130102 38,084 438,607 SH   SOLE   423,452 0 15,155
CASA SYSTEMS INC COM 14713L102 9,453 1,470,094 SH   SOLE   1,413,641 0 56,453
CENTURYLINK INC COM 156700106 31 2,638 SH   SOLE   2,638 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 60,339 1,291,781 SH   SOLE   1,291,781 0 0
CHIMERA INVESTMENT CORP COM NEW 16934Q208 167,943 8,900,000 SH   SOLE   8,900,000 0 0
CITIGROUP INC COM NEW 172967424 142,167 2,030,090 SH   SOLE   1,987,695 0 42,395
CME GROUP INC COM 12572Q105 548,658 2,826,531 SH   SOLE   2,826,531 0 0
CNH INDUSTRIAL NV SHS N20944109 192 18,644 SH   SOLE   18,644 0 0
COGNIZANT TECH SOLUTIONS-A CL A 192446102 36,264 572,080 SH   SOLE   542,903 0 29,177
COMCAST CORP-CLASS A CL A 20030N101 83,125 1,966,065 SH   SOLE   1,885,278 0 80,787
CONCHO RESOURCES INC COM 20605P101 8,042 77,943 SH   SOLE   77,943 0 0
COPA HOLDINGS SA-CLASS A CL A P31076105 11,613 119,022 SH   SOLE   119,022 0 0
CREDICORP LTD COM G2519Y108 7,306 31,918 SH   SOLE   31,918 0 0
CROWN CASTLE INTL CORP COM 22822V101 203,077 1,557,936 SH   SOLE   1,557,936 0 0
CROWN HOLDINGS INC COM 228368106 66,874 1,094,501 SH   SOLE   1,033,743 0 60,758
CYRUSONE INC COM 23283R100 1,437 24,902 SH   SOLE   24,902 0 0
DAVITA INC COM 23918K108 71,195 1,265,458 SH   SOLE   1,265,458 0 0
DEVON ENERGY CORP COM 25179M103 28,771 1,008,794 SH   SOLE   1,008,448 0 346
DEXCOM INC COM 252131107 11,770 78,553 SH   SOLE   78,553 0 0
ECHOSTAR CORP-A CL A 278768106 50,188 1,132,395 SH   SOLE   1,132,395 0 0
ENTERPRISE PRODUCTS PARTNERS COM 293792107 43,288 1,499,396 SH   SOLE   1,398,023 0 101,373
EQUINIX INC COM 29444U700 747 1,481 SH   SOLE   1,481 0 0
EXPEDIA GROUP INC COM NEW 30212P303 69,546 522,786 SH   SOLE   511,396 0 11,390
FACEBOOK INC-CLASS A CL A 30303M102 160,045 829,251 SH   SOLE   819,434 0 9,817
FARFETCH LTD-CLASS A ORD SH CL A 30744W107 42,886 2,061,843 SH   SOLE   2,055,374 0 6,469
FLEETCOR TECHNOLOGIES INC COM 339041105 19,083 67,949 SH   SOLE   67,949 0 0
FLEX LTD ORD Y2573F102 15,847 1,655,912 SH   SOLE   1,552,856 0 103,056
FORTIS INC COM 349553107 18,304 463,756 SH   SOLE   437,171 0 26,585
GILEAD SCIENCES INC COM 375558103 83,535 1,236,457 SH   SOLE   1,183,161 0 53,296
GLOBANT SA COM L44385109 5,898 58,372 SH   SOLE   58,372 0 0
GRANITE POINT MORTGAGE TRUST COM 38741L107 27,202 1,417,500 SH   SOLE   1,417,500 0 0
HOME DEPOT INC COM 437076102 320,565 1,541,398 SH   SOLE   1,541,398 0 0
HP INC COM 40434L105 28,741 1,382,461 SH   SOLE   1,297,065 0 85,396
HUNTSMAN CORP COM 447011107 36,642 1,792,664 SH   SOLE   1,680,888 0 111,776
IAA INC COM 449253103 12,747 328,701 SH   SOLE   328,701 0 0
IPG PHOTONICS CORP COM 44980X109 12,997 84,260 SH   SOLE   84,260 0 0
ITT INC COM 45073V108 16,557 252,861 SH   SOLE   237,045 0 15,816
JPMORGAN CHASE & CO COM 46625H100 489,916 4,382,079 SH   SOLE   4,342,982 0 39,097
KAR AUCTION SERVICES INC COM 48238T109 7,336 293,460 SH   SOLE   293,460 0 0
LAMAR ADVERTISING CO-A CL A 512816109 130,965 1,622,656 SH   SOLE   1,622,656 0 0
LAS VEGAS SANDS CORP COM 517834107 234,644 3,970,962 SH   SOLE   3,970,962 0 0
LAZARD LTD-CL A SHS A G54050102 14,753 429,000 SH   SOLE   429,000 0 0
LIONS GATE ENTERTAINMENT-B CL B NON VTG 535919500 5,953 512,775 SH   SOLE   512,775 0 0
LOCKHEED MARTIN CORP COM 539830109 577 1,586 SH   SOLE   1,586 0 0
LYONDELLBASELL INDU-CL A SHS - A - N53745100 161,306 1,872,816 SH   SOLE   1,872,816 0 0
MASTERCARD INC - A CL A 57636Q104 60,883 230,157 SH   SOLE   229,258 0 899
MCDERMOTT INTL INC COM 580037703 7,491 775,457 SH   SOLE   727,247 0 48,210
MEDTRONIC PLC SHS G5960L103 55,068 565,438 SH   SOLE   537,949 0 27,489
MERCADOLIBRE INC COM 58733R102 170 278 SH   SOLE   278 0 0
MERCK & CO. INC. COM 58933Y105 306,104 3,650,620 SH   SOLE   3,650,620 0 0
MFA FINANCIAL INC COM 55272X102 251,368 35,009,478 SH   SOLE   35,009,478 0 0
MICRON TECHNOLOGY INC COM 595112103 28,875 748,246 SH   SOLE   745,926 0 2,320
MICROSOFT CORP COM 594918104 2,243 16,747 SH   SOLE   16,747 0 0
MOHAWK INDUSTRIES INC COM 608190104 19,367 131,330 SH   SOLE   124,409 0 6,921
NAVIENT CORP COM 63938C108 23,288 1,706,057 SH   SOLE   1,635,526 0 70,531
NETFLIX INC COM 64110L106 14,409 39,228 SH   SOLE   39,228 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 57,968 2,713,865 SH   SOLE   2,567,292 0 146,573
NUTRIEN LTD COM 67077M108 86,206 1,612,534 SH   SOLE   1,609,409 0 3,125
NXP SEMICONDUCTORS NV COM N6596X109 351 3,591 SH   SOLE   3,591 0 0
OAKTREE CAPITAL GROUP LLC UNIT CL A 674001201 51,246 1,034,438 SH   SOLE   970,104 0 64,334
OUTFRONT MEDIA INC COM 69007J106 77,785 3,016,100 SH   SOLE   3,016,100 0 0
PAYPAL HOLDINGS INC COM 70450Y103 13,630 119,077 SH   SOLE   119,077 0 0
PEABODY ENERGY CORP COM 704551100 21,277 882,855 SH   SOLE   882,855 0 0
PENNYMAC MORTGAGE INVESTMENT COM 70931T103 44,474 2,037,273 SH   SOLE   1,939,061 0 98,212
PFIZER INC COM 717081103 113,599 2,622,329 SH   SOLE   2,622,329 0 0
PINTEREST INC- CLASS A CL A 72352L106 2,981 109,521 SH   SOLE   109,521 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 10,209 66,350 SH   SOLE   66,350 0 0
PIVOTAL SOFTWARE INC - CL A COM CL A 72582H107 5,666 536,580 SH   SOLE   536,580 0 0
PROOFPOINT INC COM 743424103 11,550 96,049 SH   SOLE   96,049 0 0
PURE STORAGE INC - CLASS A CL A 74624M102 28,661 1,876,967 SH   SOLE   1,779,653 0 97,314
QORVO INC COM 74736K101 64,367 966,322 SH   SOLE   966,322 0 0
QUALCOMM INC COM 747525103 349,745 4,597,679 SH   SOLE   4,597,679 0 0
SCHWAB (CHARLES) CORP COM 808513105 10,312 256,587 SH   SOLE   256,587 0 0
SEASPAN CORP SHS Y75638109 1,971 200,912 SH   SOLE   200,912 0 0
SERVICENOW INC COM 81762P102 9,573 34,867 SH   SOLE   34,867 0 0
SOLAR CAPITAL LTD COM 83413U100 94,717 4,613,589 SH   SOLE   4,613,589 0 0
SPLUNK INC COM 848637104 8,009 63,689 SH   SOLE   63,689 0 0
SQUARE INC - A CL A 852234103 13,002 179,262 SH   SOLE   179,262 0 0
STARBUCKS CORP COM 855244109 43,834 522,889 SH   SOLE   497,810 0 25,079
T-MOBILE US INC COM 872590104 96,107 1,296,286 SH   SOLE   1,296,286 0 0
TARGA RESOURCES CORP COM 87612G101 64,430 1,641,100 SH   SOLE   1,641,100 0 0
TEEKAY CORP COM Y8564W103 653 189,942 SH   SOLE   189,942 0 0
TEEKAY LNG PARTNERS LP PRTNRSP UNITS Y8564M105 50,017 3,547,320 SH   SOLE   3,460,451 0 86,869
TEXAS INSTRUMENTS INC COM 882508104 7,731 67,368 SH   SOLE   67,368 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 89,475 304,668 SH   SOLE   288,839 0 15,829
THOMSON REUTERS CORP COM NEW 884903709 3 44 SH   SOLE   44 0 0
TJX COMPANIES INC COM 872540109 16,679 315,421 SH   SOLE   315,421 0 0
TRADEWEB MARKETS INC-CLASS A CL A 892672106 657 15,000 SH   SOLE   15,000 0 0
UBS GROUP AG-REG SHS H42097107 10,867 917,026 SH   SOLE   903,782 0 13,244
UNILEVER N V -NY SHARES N Y SHS NEW 904784709 29,010 477,775 SH   SOLE   477,775 0 0
UNITED PARCEL SERVICE-CL B CL B 911312106 36,034 348,927 SH   SOLE   330,809 0 18,118
US FOODS HOLDING CORP COM 912008109 77,367 2,163,499 SH   SOLE   2,055,152 0 108,347
VALERO ENERGY CORP COM 91913Y100 189,374 2,212,057 SH   SOLE   2,212,057 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 83,717 482,378 SH   SOLE   481,055 0 1,323
WALGREENS BOOTS ALLIANCE INC COM 931427108 272,853 4,990,904 SH   SOLE   4,990,904 0 0
WASHINGTON REIT SH BEN INT 939653101 83,970 3,141,427 SH   SOLE   3,141,427 0 0
WELLS FARGO & CO COM 949746101 1,118 23,624 SH   SOLE   23,624 0 0
WORKDAY INC-CLASS A CL A 98138H101 9,385 45,652 SH   SOLE   45,652 0 0
WORLDPAY INC-CLASS A CL A 981558109 39,407 321,556 SH   SOLE   319,611 0 1,945
WYNN RESORTS LTD COM 983134107 9,853 79,464 SH   SOLE   79,464 0 0
YANDEX NV-A SHS CLASS A N97284108 72,247 1,901,226 SH   SOLE   1,895,346 0 5,880
ZILLOW GROUP INC - C CL C CAP STK 98954M200 14,950 322,265 SH   SOLE   322,265 0 0
ZOOM VIDEO COMMUNICATIONS-A CL A 98980L101 3,960 44,594 SH   SOLE   44,594 0 0
INVESCO DB AGRICULTURE FUND AGRICULTURE FD 46140H106 289 17,461 SH   SOLE   17,461 0 0
INVESCO DB BASE METALS FUND BASE METALS FD 46140H700 384 24,763 SH   SOLE   24,763 0 0
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 198 3,011 SH   SOLE   3,011 0 0
SPDR GOLD SHARES GOLD SHS 78463V107 469 3,519 SH   SOLE   3,519 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 356 29,606 SH   SOLE   29,606 0 0
VANGUARD EUROPE PACIFIC ETF FTSE DEV MKT ETF 921943858 13,194 316,318 SH   SOLE   313,577 0 2,741
VANGUARD FTSE ALL-WORLD EX-U ALLWRLD EX US 922042775 127 2,491 SH   SOLE   2,491 0 0