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
ABB LTD-SPON ADR SPONSORED ADR 000375204 6,310 365,584 SH   SOLE   359,722 0 5,862
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 388,498 1,997,622 SH   SOLE   1,981,385 0 16,237
ASML HOLDING NV-NY REG SHS N Y REGISTRY SHS N07059210 18,712 71,518 SH   SOLE   70,380 0 1,138
ASTRAZENECA PLC-SPONS ADR SPONSORED ADR 046353108 34,704 777,080 SH   SOLE   765,031 0 12,049
BARCLAYS PLC-SPONS ADR ADR 06738E204 40 8,739 SH   SOLE   8,739 0 0
CHINA MOBILE LTD-SPON ADR SPONSORED ADR 16941M109 7,651 203,095 SH   SOLE   125,142 0 77,953
ERICSSON (LM) TEL-SP ADR ADR B SEK 10 294821608 11,126 1,375,229 SH   SOLE   1,353,215 0 22,014
FOMENTO ECONOMICO MEX-SP ADR SPON ADR UNITS 344419106 47,113 778,597 SH   SOLE   774,308 0 4,289
FRESENIUS MEDICAL CARE-ADR SPONSORED ADR 358029106 19,351 589,964 SH   SOLE   580,237 0 9,727
GDS HOLDINGS LTD - ADR SPONSORED ADS 36165L108 53,886 929,557 SH   SOLE   929,557 0 0
HDFC BANK LTD-ADR SPONSORED ADS 40415F101 1,664 43,262 SH   SOLE   43,262 0 0
HUAZHU GROUP LTD-ADR SPONSORED ADS 44332N106 12,129 422,161 SH   SOLE   420,383 0 1,778
HUYA INC-ADR ADS REP SHS A 44852D108 22,405 1,321,809 SH   SOLE   1,313,307 0 8,502
ICICI BANK LTD-SPON ADR ADR 45104G104 4,280 503,512 SH   SOLE   503,512 0 0
ING GROEP N.V.-SPONSORED ADR SPONSORED ADR 456837103 6,073 1,179,308 SH   SOLE   1,160,987 0 18,321
NOVARTIS AG-SPONSORED ADR SPONSORED ADR 66987V109 773 9,370 SH   SOLE   9,370 0 0
ORANGE-SPON ADR SPONSORED ADR 684060106 8,628 714,274 SH   SOLE   704,782 0 9,492
QUIMICA Y MINERA CHIL-SP ADR SPON ADR SER B 833635105 15,988 709,001 SH   SOLE   709,001 0 0
ROYAL DUTCH SHELL-SPON ADR-A SPONS ADR A 780259206 290,598 8,328,964 SH   SOLE   8,318,804 0 10,160
RYANAIR HOLDINGS PLC-SP ADR SPONSORED ADS 783513203 26,378 496,860 SH   SOLE   496,860 0 0
SAP SE-SPONSORED ADR SPON ADR 803054204 8,979 81,255 SH   SOLE   79,961 0 1,294
SEA LTD-ADR SPONSORED ADS 81141R100 35,242 795,358 SH   SOLE   795,358 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADS 874039100 50,590 1,058,596 SH   SOLE   1,049,869 0 8,727
TAL EDUCATION GROUP- ADR SPONSORED ADS 874080104 58,543 1,099,187 SH   SOLE   1,092,851 0 6,336
TRIP.COM GROUP LTD-ADR ADS 89677Q107 4,627 197,330 SH   SOLE   194,154 0 3,176
UNILEVER N V -NY SHARES N Y SHS NEW 904784709 27,441 562,436 SH   SOLE   560,744 0 1,692
VODAFONE GROUP PLC-SP ADR SPONSORED ADR 92857W308 7,000 508,348 SH   SOLE   500,882 0 7,466
SUNCOR ENERGY INC COM 867224107 72 4,529 SH   SOLE   4,529 0 0
ABBVIE INC COM 00287Y109 262,551 3,446,009 SH   SOLE   3,446,009 0 0
ACTIVISION BLIZZARD INC COM 00507V109 132,443 2,226,687 SH   SOLE   2,148,894 0 77,793
ALCON INC ORD SHS H01301128 6,505 127,997 SH   SOLE   125,954 0 2,043
ALEXION PHARMACEUTICALS INC COM 015351109 8,754 97,490 SH   SOLE   97,490 0 0
ALKERMES PLC SHS G01767105 15,224 1,055,735 SH   SOLE   1,008,653 0 47,082
ALLERGAN PLC SHS G0177J108 9,564 54,004 SH   SOLE   54,004 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 65,320 56,216 SH   SOLE   56,216 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 93,024 79,999 SH   SOLE   76,481 0 3,518
AMAZON.COM INC COM 023135106 45,627 23,402 SH   SOLE   23,402 0 0
APOLLO INVESTMENT CORP COM NEW 03761U502 33,214 4,920,549 SH   SOLE   4,920,549 0 0
APPLE INC COM 037833100 59,218 232,876 SH   SOLE   224,171 0 8,705
ARES CAPITAL CORP COM 04010L103 325 30,122 SH   SOLE   30,122 0 0
ASSURED GUARANTY LTD COM G0585R106 30,482 1,181,919 SH   SOLE   1,113,330 0 68,589
ATLAS CORP SHS Y0436Q109 747 97,102 SH   SOLE   97,102 0 0
ATLASSIAN CORP PLC-CLASS A CL A G06242104 34,144 248,752 SH   SOLE   247,573 0 1,179
AVALARA INC COM 05338G106 11,413 152,995 SH   SOLE   152,995 0 0
BANK OF N.T. BUTTERFIELD&SON SHS NEW G0772R208 651 38,253 SH   SOLE   38,253 0 0
BOOKING HOLDINGS INC COM 09857L108 5,706 4,241 SH   SOLE   4,241 0 0
BOSTON SCIENTIFIC CORP COM 101137107 510 15,636 SH   SOLE   15,636 0 0
BROADCOM INC COM 11135F101 236,774 998,623 SH   SOLE   998,623 0 0
BROOKFIELD ASSET MANAGE-CL A CL A LTD VT SH 112585104 21,507 486,045 SH   SOLE   446,332 0 39,713
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 59,125 269,251 SH   SOLE   268,402 0 849
CAPITAL ONE FINANCIAL CORP COM 14040H105 67,520 1,339,145 SH   SOLE   1,300,470 0 38,675
CAPRI HOLDINGS LTD SHS G1890L107 3,602 333,790 SH   SOLE   307,041 0 26,749
CARGURUS INC COM CL A 141788109 248 13,082 SH   SOLE   13,082 0 0
CARMAX INC COM 143130102 19,298 358,496 SH   SOLE   343,359 0 15,137
CENTURYLINK INC COM 156700106 21 2,237 SH   SOLE   2,237 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 25,877 951,370 SH   SOLE   951,370 0 0
CITIGROUP INC COM NEW 172967424 65,136 1,546,450 SH   SOLE   1,508,719 0 37,731
CME GROUP INC COM 12572Q105 331,606 1,917,794 SH   SOLE   1,917,644 0 150
COMCAST CORP-CLASS A CL A 20030N101 65,964 1,918,684 SH   SOLE   1,818,761 0 99,923
COOPER COS INC/THE COM NEW 216648402 33,969 123,224 SH   SOLE   120,018 0 3,206
COSTAR GROUP INC COM 22160N109 2,673 4,552 SH   SOLE   4,552 0 0
CREDICORP LTD COM G2519Y108 16,093 112,482 SH   SOLE   112,482 0 0
CROWN HOLDINGS INC COM 228368106 54,593 940,604 SH   SOLE   879,939 0 60,665
DAVITA INC COM 23918K108 45,824 602,475 SH   SOLE   602,475 0 0
DEVON ENERGY CORP COM 25179M103 6,023 871,663 SH   SOLE   871,462 0 201
DEXCOM INC COM 252131107 6,399 23,765 SH   SOLE   23,765 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 86 3,830 SH   SOLE   3,830 0 0
ENTERPRISE PRODUCTS PARTNERS COM 293792107 21,813 1,525,374 SH   SOLE   1,401,638 0 123,736
EQUITABLE HOLDINGS INC COM 29452E101 170,367 11,790,135 SH   SOLE   11,790,135 0 0
ESTEE LAUDER COMPANIES-CL A CL A 518439104 607 3,807 SH   SOLE   3,807 0 0
FACEBOOK INC-CLASS A CL A 30303M102 119,396 715,803 SH   SOLE   698,761 0 17,042
FIAT CHRYSLER AUTOMOBILES NV SHS N31738102 744 103,468 SH   SOLE   103,468 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 50 412 SH   SOLE   409 0 3
FLEETCOR TECHNOLOGIES INC COM 339041105 9,597 51,449 SH   SOLE   51,449 0 0
FLEX LTD ORD Y2573F102 14,941 1,784,030 SH   SOLE   1,596,767 0 187,263
FLOOR & DECOR HOLDINGS INC-A CL A 339750101 5,572 173,648 SH   SOLE   173,648 0 0
FORTIS INC COM 349553107 17,844 462,870 SH   SOLE   436,333 0 26,537
FRANCO-NEVADA CORP COM 351858105 16,443 165,223 SH   SOLE   164,564 0 659
GILEAD SCIENCES INC COM 375558103 39,973 534,689 SH   SOLE   492,928 0 41,761
GLOBANT SA COM L44385109 5,243 59,663 SH   SOLE   59,663 0 0
HEICO CORP COM 422806109 6,079 81,483 SH   SOLE   81,483 0 0
HOME DEPOT INC COM 437076102 273,770 1,466,286 SH   SOLE   1,466,286 0 0
HUNTSMAN CORP COM 447011107 23,312 1,615,541 SH   SOLE   1,503,914 0 111,627
IPG PHOTONICS CORP COM 44980X109 12,436 112,766 SH   SOLE   112,766 0 0
ITT INC COM 45073V108 11,470 252,863 SH   SOLE   228,868 0 23,995
JPMORGAN CHASE & CO COM 46625H100 321,977 3,576,325 SH   SOLE   3,537,279 0 39,046
LAS VEGAS SANDS CORP COM 517834107 225 5,302 SH   SOLE   5,302 0 0
LINDE PLC SHS G5494J103 1,590 9,193 SH   SOLE   9,051 0 142
LULULEMON ATHLETICA INC COM 550021109 104 551 SH   SOLE   551 0 0
LYONDELLBASELL INDU-CL A SHS - A - N53745100 79,771 1,607,318 SH   SOLE   1,607,318 0 0
MASTERCARD INC - A CL A 57636Q104 57,848 239,476 SH   SOLE   235,273 0 4,203
MEDTRONIC PLC SHS G5960L103 44,647 495,090 SH   SOLE   467,638 0 27,452
MERCADOLIBRE INC COM 58733R102 29,670 60,726 SH   SOLE   60,355 0 371
MERCK & CO. INC. COM 58933Y105 285,789 3,714,441 SH   SOLE   3,714,441 0 0
MICRON TECHNOLOGY INC COM 595112103 46,690 1,110,074 SH   SOLE   1,102,931 0 7,143
MICROSOFT CORP COM 594918104 35,401 224,468 SH   SOLE   224,468 0 0
MOHAWK INDUSTRIES INC COM 608190104 8,727 114,473 SH   SOLE   107,561 0 6,912
NAVIENT CORP COM 63938C108 11,684 1,541,391 SH   SOLE   1,470,951 0 70,440
NETFLIX INC COM 64110L106 96,728 257,598 SH   SOLE   250,719 0 6,879
NEXTERA ENERGY INC COM 65339F101 441 1,832 SH   SOLE   1,832 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 62,477 3,366,208 SH   SOLE   3,134,266 0 231,942
NORTHROP GRUMMAN CORP COM 666807102 453 1,498 SH   SOLE   1,498 0 0
NUTRIEN LTD COM 67077M108 721 21,254 SH   SOLE   21,254 0 0
PAYPAL HOLDINGS INC COM 70450Y103 15,525 162,159 SH   SOLE   162,159 0 0
PFIZER INC COM 717081103 142,829 4,375,900 SH   SOLE   4,375,900 0 0
PROOFPOINT INC COM 743424103 11,311 110,256 SH   SOLE   110,256 0 0
PTC INC COM 69370C100 6,256 102,201 SH   SOLE   102,201 0 0
PURE STORAGE INC - CLASS A CL A 74624M102 25,374 2,062,958 SH   SOLE   1,928,365 0 134,593
QORVO INC COM 74736K101 59,529 738,297 SH   SOLE   738,297 0 0
QUALCOMM INC COM 747525103 200,609 2,965,400 SH   SOLE   2,965,400 0 0
REGIONS FINANCIAL CORP COM 7591EP100 81,627 9,100,000 SH   SOLE   9,100,000 0 0
SALESFORCE.COM INC COM 79466L302 18,389 127,716 SH   SOLE   127,716 0 0
SCHWAB (CHARLES) CORP COM 808513105 35,157 1,045,722 SH   SOLE   1,045,722 0 0
SERVICE CORP INTERNATIONAL COM 817565104 319 8,156 SH   SOLE   8,156 0 0
SERVICENOW INC COM 81762P102 11,857 41,374 SH   SOLE   41,374 0 0
SLACK TECHNOLOGIES INC- CL A COM CL A 83088V102 3,426 127,636 SH   SOLE   127,636 0 0
SOLAR CAPITAL LTD COM 83413U100 54,120 4,649,456 SH   SOLE   4,649,456 0 0
SPLUNK INC COM 848637104 14,199 112,482 SH   SOLE   112,482 0 0
SQUARE INC - A CL A 852234103 13,741 262,331 SH   SOLE   262,331 0 0
STARBUCKS CORP COM 855244109 25,642 390,057 SH   SOLE   373,545 0 16,512
T-MOBILE US INC COM 872590104 48,246 575,044 SH   SOLE   575,044 0 0
TEEKAY CORP COM Y8564W103 80 25,204 SH   SOLE   25,204 0 0
TEEKAY LNG PARTNERS LP PRTNRSP UNITS Y8564M105 20,074 2,050,483 SH   SOLE   1,963,749 0 86,734
TEXAS INSTRUMENTS INC COM 882508104 6,873 68,774 SH   SOLE   68,774 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 76,663 270,320 SH   SOLE   254,513 0 15,807
TJX COMPANIES INC COM 872540109 6,133 128,273 SH   SOLE   128,273 0 0
UBS GROUP AG-REG SHS H42097107 5,786 624,885 SH   SOLE   614,629 0 10,256
UNITED PARCEL SERVICE-CL B CL B 911312106 62 666 SH   SOLE   642 0 24
US FOODS HOLDING CORP COM 912008109 35,260 1,990,969 SH   SOLE   1,871,550 0 119,419
VALERO ENERGY CORP COM 91913Y100 110,800 2,442,671 SH   SOLE   2,442,671 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 62,485 387,817 SH   SOLE   386,025 0 1,792
WALGREENS BOOTS ALLIANCE INC COM 931427108 294,527 6,437,759 SH   SOLE   6,437,759 0 0
WELLS FARGO & CO COM 949746101 628 21,894 SH   SOLE   21,894 0 0
WIX.COM LTD SHS M98068105 46,915 465,332 SH   SOLE   463,038 0 2,294
WORKDAY INC-CLASS A CL A 98138H101 13,486 103,560 SH   SOLE   103,560 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 12,112 384,382 SH   SOLE   352,919 0 31,463
XP INC - CLASS A CL A G98239109 9,413 487,957 SH   SOLE   487,957 0 0
YANDEX NV-A SHS CLASS A N97284108 47,716 1,401,339 SH   SOLE   1,393,337 0 8,002
ZILLOW GROUP INC - C CL C CAP STK 98954M200 13,371 371,212 SH   SOLE   352,192 0 19,020
ZOOM VIDEO COMMUNICATIONS-A CL A 98980L101 5,194 35,544 SH   SOLE   35,544 0 0
INVESCO DB AGRICULTURE FUND AGRICULTURE FD 46140H106 158 11,207 SH   SOLE   11,207 0 0
INVESCO DB BASE METALS FUND BASE METALS FD 46140H700 494 40,003 SH   SOLE   40,003 0 0
INVESCO SENIOR LOAN ETF SR LN ETF 46138G508 1,582 77,325 SH   SOLE   77,325 0 0
ISHARES IBOXX HIGH YLD CORP IBOXX HI YD ETF 464288513 12,552 162,871 SH   SOLE   162,871 0 0
ISHARES MSCI ACWI ETF MSCI ACWI ETF 464288257 70 1,121 SH   SOLE   1,121 0 0
ISHARES MSCI ACWI EX US INDX MSCI ACWI EX US 464288240 10,767 285,969 SH   SOLE   285,626 0 343
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 2,470 46,206 SH   SOLE   46,086 0 120
SPDR GOLD SHARES GOLD SHS 78463V107 372 2,516 SH   SOLE   2,516 0 0
SPDR S&P 500 ETF TRUST TR UNIT 78462F103 16,326 63,342 SH   SOLE   63,342 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 159 37,786 SH   SOLE   37,786 0 0
VANGUARD EUROPE PACIFIC ETF FTSE DEV MKT ETF 921943858 15 439 SH   SOLE   439 0 0
VANGUARD FTSE ALL-WORLD EX-U ALLWRLD EX US 922042775 1,500 36,826 SH   SOLE   36,826 0 0
VANGUARD TOTAL INTL STOCK VG TL INTL STK F 921909768 986 23,496 SH   SOLE   23,496 0 0
CHIMERA INVESTMENT CORP COM NEW 16934Q208 78,656 8,643,555 SH   SOLE   8,643,555 0 0
CROWN CASTLE INTL CORP COM 22822V101 182,251 1,262,126 SH   SOLE   1,262,126 0 0
CYRUSONE INC COM 23283R100 1,001 16,205 SH   SOLE   16,205 0 0
EQUINIX INC COM 29444U700 646 1,034 SH   SOLE   1,034 0 0
GRANITE POINT MORTGAGE TRUST COM 38741L107 7,187 1,417,500 SH   SOLE   1,417,500 0 0
LAMAR ADVERTISING CO-A CL A 512816109 83,688 1,631,987 SH   SOLE   1,631,987 0 0
MFA FINANCIAL INC COM 55272X102 51,012 32,910,741 SH   SOLE   32,910,741 0 0
OUTFRONT MEDIA INC COM 69007J106 40,657 3,016,100 SH   SOLE   3,016,100 0 0
PENNYMAC MORTGAGE INVESTMENT COM 70931T103 18,216 1,715,233 SH   SOLE   1,579,814 0 135,419
WASHINGTON REIT SH BEN INT 939653101 65,108 2,727,587 SH   SOLE   2,727,587 0 0