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
ABBVIE INC COM 00287Y109 26,624 281,499 SH   DFND 1,2 281,038 0 461
ACS ACTIVIDADES DE CONSTRUCC O COM 00089H106 18,912 2,219,493 SH   DFND 1 2,216,997 0 2,496
ACTIVISION BLIZZARD INC COM 00507V109 32,718 393,290 SH   DFND 1,2 393,222 0 68
ADOBE SYSTEMS INC COM 00724F101 31,645 117,226 SH   DFND 1,2 117,208 0 18
AERCAP HOLDINGS NV COM N00985106 20,212 351,392 SH   DFND 1,2 351,088 0 304
AES CORP COM 00130H105 174 12,439 SH   DFND 1 12,291 0 148
AETNA INC COM 00817Y108 33,312 164,218 SH   DFND 1,2 164,139 0 79
AIRCASTLE LTD COM G0129K104 679 30,985 SH   DFND 1 30,173 0 812
ALARM.COM HOLDINGS INC COM 011642105 624 10,871 SH   DFND 1 10,369 0 502
ALLIANZ SE COM 018805101 18,336 827,254 SH   DFND 1,2 825,770 0 1,484
ALPHABET INC CLASS A COM 02079K305 35,619 29,508 SH   DFND 1,2 29,498 0 10
ALPHABET INC CLASS C COM 02079K107 1,486 1,245 SH   DFND 1 1,240 0 5
AMERICAN EXPRESS CO COM 025816109 34,257 321,696 SH   DFND 1,2 321,189 0 507
AMERIPRISE FINANCIAL INC COM 03076C106 30,450 206,214 SH   DFND 1,2 205,900 0 314
AMGEN INC COM 031162100 1,240 5,984 SH   DFND 1 5,766 0 218
ANTHEM INC COM 036752103 36,293 132,432 SH   DFND 1,2 132,404 0 28
APERAM SA COM 03754H104 694 15,137 SH   DFND 1 14,800 0 337
APPLE INC COM 037833100 38,409 170,148 SH   DFND 1,2 169,841 0 307
ARCHER- DANIELS MIDLAND CO COM 039483102 2,507 49,879 SH   DFND 1 49,256 0 623
ARGO GROUP INTERNATIONAL HOL I COM G0464B107 770 12,207 SH   DFND 1 11,936 0 271
ARKEMA SA COM 041232109 18,343 148,010 SH   DFND 1,2 147,835 0 175
ASE TECHNOLOGY HOLDING CO LT COM 00215W100 16,337 3,382,317 SH   DFND 1,2 3,378,135 0 4,182
ASTELLAS PHARMA INC COM 04623U102 17,910 1,026,361 SH   DFND 1 1,025,484 0 877
AT&T INC COM 00206R102 1,863 55,472 SH   DFND 1 54,879 0 593
ATHENAHEALTH INC COM 04685W103 26,007 194,661 SH   DFND 1,2 194,523 0 138
AU OPTRONICS CORP COM 002255107 740 175,696 SH   DFND 1 168,041 0 7,655
AXA SA COM 054536107 16,351 611,313 SH   DFND 1 610,345 0 968
BAIDU INC COM 056752108 14,928 65,278 SH   DFND 1,2 65,162 0 116
BANCO SANTANDER MEXICO COM 05969B103 15,792 2,035,037 SH   DFND 1,2 2,031,608 0 3,429
BANK OF NT BUTTERFIELD & SON L COM G0772R208 808 15,577 SH   DFND 1 14,964 0 613
BANKAMERICA CORP COM 060505104 2,434 82,636 SH   DFND 1 81,419 0 1,217
BERRY GLOBAL GROUP INC. COM 08579W103 24,048 496,963 SH   DFND 1,2 496,782 0 181
BIOGEN INC COM 09062X103 34,395 97,352 SH   DFND 1,2 97,190 0 162
BLACKBAUD INC COM 09227Q100 560 5,514 SH   DFND 1 5,239 0 275
BLACKROCK INC COM 09247X101 202 428 SH   DFND 1 425 0 3
BORGWARNER INC COM 099724106 1,845 43,121 SH   DFND 1 42,400 0 721
BRIDGESTONE CORP COM 108441205 16,754 886,569 SH   DFND 1,2 885,640 0 929
BRIGHTSPHERE INVESTMENT GROU COM G1644T109 1,023 82,537 SH   DFND 1 79,206 0 3,331
CANADIAN NATL RAILWAY COM 136375102 19,535 217,539 SH   DFND 1,2 217,260 0 279
CANTEL MEDICAL CORP COM 138098108 485 5,267 SH   DFND 1 5,005 0 262
CAPCOM CO LTD COM 13916V107 899 70,851 SH   DFND 1 69,322 0 1,529
CAPGEMINI SE COM 13961R100 17,013 675,638 SH   DFND 1,2 674,615 0 1,023
CAPITAL ONE FINANCIAL CORP COM 14040H105 2,414 25,429 SH   DFND 1 25,070 0 359
CARBONITE INC. COM 141337105 509 14,289 SH   DFND 1 13,630 0 659
CARETRUST REIT INC COM 14174T107 244 13,796 SH   DFND 1 12,372 0 1,424
CARNIVAL CORP COM 143658300 28,583 448,225 SH   DFND 1,2 448,136 0 89
CARNIVAL PLC COM 14365C103 17,180 272,351 SH   DFND 1,2 271,918 0 433
CARRIZO OIL & GAS INC COM 144577103 391 15,533 SH   DFND 1 14,524 0 1,009
CATERPILLAR INC COM 149123101 1,406 9,221 SH   DFND 1 9,221 0 0
CDW CORP DE COM 12514G108 36,363 408,938 SH   DFND 1,2 408,236 0 702
CELESTICA INC COM 15101Q108 771 71,223 SH   DFND 1 69,600 0 1,623
CELGENE CORP COM 151020104 31,522 352,236 SH   DFND 1,2 352,178 0 58
CENTENE CORP COM 15135B101 2,005 13,848 SH   DFND 1 13,782 0 66
CENTERPOINT ENERGY INC COM 15189T107 2,383 86,180 SH   DFND 1 84,792 0 1,388
CERAGON NETWORKS LTD COM M22013102 650 192,775 SH   DFND 1 188,557 0 4,218
CHANGYOU.COM LTD COM 15911M107 393 29,782 SH   DFND 1 28,967 0 815
CHECK POINT SOFTWARE TECHNOL G COM M22465104 19,218 163,321 SH   DFND 1,2 163,179 0 142
CHEVRON CORP COM 166764100 2,344 19,170 SH   DFND 1 18,866 0 304
CHILDREN'S PLACE INC COM 168905107 583 4,562 SH   DFND 1 4,365 0 197
CHIPMOS TECH BERMUDA LTD COM 16965P103 772 50,370 SH   DFND 1 49,290 0 1,080
CIGNA CORP COM 125509109 34,590 166,099 SH   DFND 1,2 165,865 0 234
CINTAS CORP COM 172908105 2,250 11,376 SH   DFND 1 11,152 0 224
CISCO SYSTEMS INC COM 17275R102 37,008 760,702 SH   DFND 1,2 759,811 0 891
CITRIX SYSTEMS INC COM 177376100 37,778 339,851 SH   DFND 1,2 339,322 0 529
CITY OFFICE REIT INC COM 178587101 730 57,828 SH   DFND 1 56,546 0 1,282
CNOOC LIMITED COM 126132109 18,492 93,609 SH   DFND 1 93,403 0 206
COHEN & STEERS INC COM 19247A100 488 12,010 SH   DFND 1 11,457 0 553
COLLIERS INTERNATIONAL GROUP I COM 194693107 737 9,509 SH   DFND 1 9,179 0 330
COMCAST CORP COM 20030N101 27,927 788,674 SH   DFND 1,2 787,648 0 1,026
CONOCOPHILLIPS COM 20825C104 2,547 32,912 SH   DFND 1 32,403 0 509
CONSTELLIUM NV COM N22035104 802 64,969 SH   DFND 1 62,927 0 2,042
CORESITE REALTY CORP COM 21870Q105 221 1,989 SH   DFND 1 1,784 0 205
COSAN LTD COM G25343107 576 85,601 SH   DFND 1 82,682 0 2,919
CREDICORP LTD COM G2519Y108 16,670 74,725 SH   DFND 1,2 74,646 0 79
CRH PLC COM 12626K203 14,486 442,734 SH   DFND 1,2 442,350 0 384
CRITEO SA COM 226718104 579 25,231 SH   DFND 1 24,730 0 501
CROWN HOLDINGS INC COM 228368106 27,043 563,394 SH   DFND 1,2 562,649 0 745
CVS HEALTH CORP COM 126650100 2,240 28,460 SH   DFND 1 28,078 0 382
DBS GROUP HOLDINGS LTD COM 23304Y100 18,437 241,385 SH   DFND 1,2 241,107 0 278
DICKS SPORTING GOODS INC COM 253393102 27,709 780,988 SH   DFND 1,2 779,681 0 1,307
DOLLAR GENERAL CORP COM 256677105 36,114 330,413 SH   DFND 1,2 329,920 0 493
DOMTAR CORP COM 257559203 817 15,660 SH   DFND 1 15,234 0 426
EBAY INC COM 278642103 23,915 724,268 SH   DFND 1,2 724,156 0 112
EBIX INC COM 278715206 491 6,200 SH   DFND 1 5,725 0 475
EHI CAR SERVICES LTD COM 26853A100 726 63,956 SH   DFND 1 62,529 0 1,427
ELEMENTS ROGERS INTL COMMODI Y COM 870297801 438 78,233 SH   DFND 1 36,050 0 42,183
ENCOMPASS HEALTH CORP COM 29261A100 727 9,325 SH   DFND 1 8,608 0 717
ENERPLUS CORP COM 292766102 782 63,344 SH   DFND 1 61,911 0 1,433
ENI SPA COM 26874R108 16,078 426,921 SH   DFND 1 426,401 0 520
ENVESTNET INC COM 29404K106 370 6,074 SH   DFND 1 5,644 0 430
EPAM SYSTEMS INC COM 29414B104 592 4,298 SH   DFND 1 4,077 0 221
EQUITY LIFESTYLE PROPERTIES N COM 29472R108 236 2,445 SH   DFND 1 2,193 0 252
ESSENT GROUP LTD COM G3198U102 1,374 31,051 SH   DFND 1 30,020 0 1,031
EURONET WORLDWIDE INC COM 298736109 527 5,262 SH   DFND 1 4,997 0 265
EXPRESS SCRIPTS HOLDING CO COM 30219G108 2,714 28,568 SH   DFND 1 28,223 0 345
FABRINET COM G3323L100 931 20,119 SH   DFND 1 19,681 0 438
FACEBOOK INC COM 30303M102 30,927 188,049 SH   DFND 1,2 187,646 0 403
FERGUSON PLC COM 31502A204 18,414 2,168,878 SH   DFND 1 2,165,685 0 3,193
FIDELITY NATIONAL INFORMATIO COM 31620M106 31,126 285,375 SH   DFND 1,2 285,330 0 45
FIRST DATA CORP COM 32008D106 2,559 104,560 SH   DFND 1 102,363 0 2,197
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 227 7,240 SH   DFND 1 6,495 0 745
FIVE BELOW INC COM 33829M101 666 5,117 SH   DFND 1 4,854 0 263
FLY LEASING LIMITED COM 34407D109 802 56,852 SH   DFND 1 55,603 0 1,249
FRESENIUS MEDICAL CARE AG & O COM 358029106 17,359 337,595 SH   DFND 1 337,449 0 146
GENERAC HOLDINGS INC COM 368736104 547 9,690 SH   DFND 1 9,002 0 688
GENERAL DYNAMICS COM 369550108 223 1,090 SH   DFND 1 1,082 0 8
GEOPARK LTD COM G38327105 773 37,897 SH   DFND 1 36,596 0 1,301
GILEAD SCIENCES COM 375558103 28,037 363,132 SH   DFND 1,2 362,571 0 561
GLOBUS MEDICAL INC COM 379577208 531 9,353 SH   DFND 1 8,682 0 671
GRAN TIERRA ENERGY INC COM 38500T101 999 261,519 SH   DFND 1 255,498 0 6,021
GRAND CANYON EDUCATION INC COM 38526M106 610 5,406 SH   DFND 1 5,018 0 388
GREEN DOT CORP COM 39304D102 650 7,316 SH   DFND 1 6,950 0 366
GRUPO AEROPORTUARIO DEL CENT O COM 400501102 902 15,838 SH   DFND 1 15,215 0 623
HOME DEPOT INC COM 437076102 30,778 148,578 SH   DFND 1,2 148,499 0 79
HOST HOTELS & RESORTS INC COM 44107P104 206 9,783 SH   DFND 1 8,780 0 1,003
HUDBAY MINERALS INC COM 443628102 762 150,852 SH   DFND 1 147,598 0 3,254
HUDSON LTD COM G46408103 1,010 44,781 SH   DFND 1 43,744 0 1,037
HUTCHISON TELECOMMUNICATIONS H COM 44841V102 829 139,977 SH   DFND 1 136,837 0 3,140
ICON PLC COM G4705A100 20,442 132,956 SH   DFND 1,2 132,634 0 322
ILLINOIS TOOL WORKS INC COM 452308109 27,503 194,891 SH   DFND 1,2 194,863 0 28
IMPERIAL HOLDINGS LTD COM 452833205 503 40,696 SH   DFND 1 39,255 0 1,441
INDUSTRIAS BACHOCO SAB DE CV COM 456463108 656 12,092 SH   DFND 1 11,689 0 403
INFINEON TECHNOLOGIES AG COM 45662N103 16,821 740,025 SH   DFND 1,2 739,017 0 1,008
INFRAREIT INC COM 45685L100 209 9,886 SH   DFND 1 8,868 0 1,018
INSPERITY INC COM 45778Q107 647 5,482 SH   DFND 1 5,202 0 280
INTERNATIONAL BUSINESS MACHI E COM 459200101 27,796 183,822 SH   DFND 1,2 183,598 0 224
IROBOT CORP COM 462726100 515 4,681 SH   DFND 1 4,653 0 28
IRON MOUNTAIN INC COM 46284V101 211 6,099 SH   DFND 1 5,469 0 630
J2 GLOBAL INC COM 48123V102 482 5,822 SH   DFND 1 5,551 0 271
JAZZ PHARMACEUTICALS PLC COM G50871105 18,868 112,225 SH   DFND 1,2 112,104 0 121
JOHN BEAN TECHNOLOGIES CORP COM 477839104 390 3,268 SH   DFND 1 3,056 0 212
JPMORGAN CHASE & CO COM 46625H100 2,770 24,546 SH   DFND 1 24,100 0 446
JUMBO SA COM 48138V105 715 48,098 SH   DFND 1 47,005 0 1,093
KASIKORNBANK COM 485785109 18,743 695,124 SH   DFND 1,2 694,398 0 726
KB HOME COM 48666K109 548 22,933 SH   DFND 1 21,936 0 997
KDDI CORP COM 48667L106 17,504 1,266,731 SH   DFND 1,2 1,264,779 0 1,952
KLA-TENCOR CORP COM 482480100 27,020 265,654 SH   DFND 1,2 265,144 0 510
LABORATORY CORP OF AMERICA H L COM 50540R409 1,465 8,436 SH   DFND 1 8,390 0 46
LAM RESEARCH CORP COM 512807108 22,361 147,405 SH   DFND 1,2 147,305 0 100
LEAR CORP COM 521865204 226 1,562 SH   DFND 1 1,505 0 57
LEMAITRE VASCULAR INC COM 525558201 599 15,462 SH   DFND 1 14,746 0 716
LENDINGTREE INC COM 52603B107 429 1,866 SH   DFND 1 1,773 0 93
LIBERTY PROPERTY TRUST COM 531172104 214 5,067 SH   DFND 1 4,545 0 522
LIGAND PHARMACEUTICALS COM 53220K504 575 2,096 SH   DFND 1 2,000 0 96
LITTELFUSE INC COM 537008104 491 2,481 SH   DFND 1 2,364 0 117
LOCKHEED MARTIN CORPORATION COM 539830109 29,048 83,963 SH   DFND 1,2 83,922 0 41
LOGMEIN INC COM 54142L109 347 3,898 SH   DFND 1 3,722 0 176
LUKOIL PJSC COM 69343P105 22,271 291,357 SH   DFND 1,2 290,878 0 479
LUXFER HOLDINGS COM G5698W116 1,094 47,037 SH   DFND 1 46,093 0 944
MAGNA INTERNATIONAL INC COM 559222401 17,269 328,737 SH   DFND 1,2 328,178 0 559
MANULIFE FINANCIAL CORP COM 56501R106 16,421 918,377 SH   DFND 1,2 916,835 0 1,542
MARATHON OIL CORP COM 565849106 279 11,995 SH   DFND 1 11,540 0 455
MARATHON PETROLEUM CORP COM 56585A102 229 2,864 SH   DFND 1 2,841 0 23
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 492 4,404 SH   DFND 1 4,180 0 224
MASCO CORP COM 574599106 29,165 796,865 SH   DFND 1,2 796,560 0 305
MASIMO CORP COM 574795100 612 4,918 SH   DFND 1 4,667 0 251
MASONITE INTERNATIONAL CORP COM 575385109 734 11,450 SH   DFND 1 11,107 0 343
MASTERCARD INC COM 57636Q104 32,801 147,346 SH   DFND 1,2 147,224 0 122
MEDIDATA SOLUTIONS INC COM 58471A105 563 7,683 SH   DFND 1 7,300 0 383
MERCER INTERNATIONAL INC COM 588056101 727 43,256 SH   DFND 1 41,257 0 1,999
MERIT MEDICAL SYSTEMS INC COM 589889104 547 8,901 SH   DFND 1 8,444 0 457
MICROSOFT CORP COM 594918104 41,544 363,238 SH   DFND 1,2 363,074 0 164
MITSUBISHI ELECTRIC CORP COM 606776201 15,710 573,210 SH   DFND 1,2 572,465 0 745
MITSUI MINING & SMELTING CO T COM 606844207 564 97,310 SH   DFND 1 95,217 0 2,093
MONOLITHIC POWER SYSTEMS INC COM 609839105 490 3,907 SH   DFND 1 3,707 0 200
MOVADO GROUP INC COM 624580106 512 12,214 SH   DFND 1 11,419 0 795
NATIONAL BEVERAGE CORP COM 635017106 519 4,454 SH   DFND 1 4,232 0 222
NETAPP INC COM 64110D104 34,121 397,259 SH   DFND 1,2 396,475 0 784
NEXA RESOURCES SA COM L67359106 691 57,306 SH   DFND 1 55,235 0 2,071
NIHON KOHDEN CORP COM 65412C108 884 55,759 SH   DFND 1 54,508 0 1,251
NIPPON TELEPHONE & TELEGRAPH A COM 654624105 16,233 359,288 SH   DFND 1,2 358,829 0 459
NOMAD FOODS LTD COM G6564A105 910 44,900 SH   DFND 1 43,893 0 1,007
NORBORD INC COM 65548P403 728 21,956 SH   DFND 1 21,124 0 832
NORFOLK SOUTHERN CORP COM 655844108 29,812 165,162 SH   DFND 1,2 165,136 0 26
NV5 GLOBAL INC COM 62945V109 679 7,833 SH   DFND 1 7,504 0 329
NXP SEMICONDUCTORS NV COM N6596X109 13,759 160,928 SH   DFND 1,2 160,797 0 131
O'REILLY AUTOMOTIVE INC COM 67103H107 39,125 112,649 SH   DFND 1,2 112,469 0 180
ORACLE SYSTEMS CORP COM 68389X105 32,561 631,512 SH   DFND 1,2 630,460 0 1,052
ORION ENGINEERED CARBONS SA COM L72967109 768 23,937 SH   DFND 1 22,842 0 1,095
ORIX CORP COM 686330101 16,941 209,075 SH   DFND 1,2 208,837 0 238
PATRICK INDUSTRIES INC COM 703343103 500 8,452 SH   DFND 1 8,028 0 424
PAYCOM SOFTWARE INC COM 70432V102 615 3,960 SH   DFND 1 3,658 0 302
PAYLOCITY HOLDINGS CORP COM 70438V106 644 8,018 SH   DFND 1 7,625 0 393
PENN VIRGINIA CORP COM 70788V102 633 7,854 SH   DFND 1 7,471 0 383
PERSIMMON PLC COM 715318101 17,199 278,834 SH   DFND 1,2 278,367 0 467
PIEDMONT OFFICE REALTY TRUST I COM 720190206 199 10,530 SH   DFND 1 9,448 0 1,082
PPG INDUSTRIES INC COM 693506107 2,362 21,648 SH   DFND 1 21,320 0 328
PRA HEALTH SCIENCES INC COM 69354M108 656 5,951 SH   DFND 1 5,651 0 300
PROCTER & GAMBLE CO COM 742718109 2,209 26,538 SH   DFND 1 26,203 0 335
PROTO LABS INC COM 743713109 669 4,135 SH   DFND 1 3,947 0 188
PRUDENTIAL FINANCIAL INC COM 744320102 2,329 22,987 SH   DFND 1 22,557 0 430
PS BUSINESS PARKS COM 69360J107 211 1,662 SH   DFND 1 1,492 0 170
QUALYS INC COM 74758T303 583 6,544 SH   DFND 1 6,210 0 334
RAYTHEON CO COM 755111507 1,080 5,226 SH   DFND 1 5,053 0 173
RBC BEARINGS INC COM 75524B104 615 4,090 SH   DFND 1 3,902 0 188
REALPAGE INC COM 75606N109 711 10,787 SH   DFND 1 10,022 0 765
RENAULT SA COM 759673403 14,961 864,515 SH   DFND 1,2 863,569 0 946
RH COM 74967X103 578 4,413 SH   DFND 1 4,210 0 203
RHEINMETALL AG COM 76206K107 595 28,421 SH   DFND 1 27,813 0 608
ROCKWELL AUTOMATION INC COM 773903109 30,501 162,653 SH   DFND 1,2 162,584 0 69
ROSS STORES INC COM 778296103 37,277 376,159 SH   DFND 1,2 376,022 0 137
ROYAL DUTCH SHELL PLC COM 780259107 16,339 230,358 SH   DFND 1,2 230,076 0 282
RYANAIR HOLDINGS PLC COM 783513203 15,109 157,323 SH   DFND 1,2 157,117 0 206
S&P GLOBAL INC COM 78409V104 27,011 138,241 SH   DFND 1,2 138,219 0 22
SAFRAN SA COM 786584102 20,413 582,425 SH   DFND 1 581,910 0 515
SANOFI COM 80105N105 17,429 390,165 SH   DFND 1 390,003 0 162
SCHNEIDER ELECTRIC SE COM 80687P106 16,808 1,044,083 SH   DFND 1 1,043,183 0 900
SCOR SE COM 80917Q106 20,206 4,349,110 SH   DFND 1,2 4,344,309 0 4,801
SEGA SAMMY HOLDINGS INC COM 815794102 704 190,813 SH   DFND 1 186,795 0 4,018
SEMTECH CORP COM 816850101 605 10,884 SH   DFND 1 10,119 0 765
SENSATA TECHNOLOGIES HOLDING COM G8060N102 15,692 316,696 SH   DFND 1,2 316,550 0 146
SEVEN & I HOLDINGS CO LTD COM 81783H105 17,880 802,722 SH   DFND 1 802,023 0 699
SIMON PROPERTY GROUP INC COM 828806109 218 1,235 SH   DFND 1 1,108 0 127
SINOPEC SHANGHAI PETROCHEMIC L COM 82935M109 15,807 261,916 SH   DFND 1,2 261,552 0 364
SK TELECOM LTD COM 78440P108 19,513 699,907 SH   DFND 1,2 699,044 0 863
SKYWORKS SOLUTIONS INC COM 83088M102 2,058 22,685 SH   DFND 1 22,270 0 415
SMC CORP COM 78445W306 16,605 1,037,400 SH   DFND 1,2 1,036,118 0 1,282
SNAP-ON INC COM 833034101 31,329 170,636 SH   DFND 1,2 170,557 0 79
SONY CORP COM 835699307 21,781 359,125 SH   DFND 1 358,621 0 504
SOUTHWEST AIRLINES CO COM 844741108 34,977 560,086 SH   DFND 1,2 559,829 0 257
SPARK NEW ZEALAND LTD COM 84652A102 808 60,217 SH   DFND 1 57,994 0 2,223
SPDR S&P 500 ETF COM 78462F103 440 1,515 SH   DFND 1 676 0 839
SPIRIT REALTY CAPITAL INC COM 84860W102 210 26,030 SH   DFND 1 23,344 0 2,686
STAMPS.COM INC COM 852857200 511 2,261 SH   DFND 1 2,110 0 151
STATE STREET CORP COM 857477103 1,940 23,160 SH   DFND 1 22,781 0 379
STORA ENSO OYJ COM 86210M106 17,158 896,622 SH   DFND 1 895,001 0 1,621
SUPERNUS PHARMACEUTICALS INC COM 868459108 514 10,208 SH   DFND 1 9,693 0 515
SYNCHRONY FINANCIAL COM 87165B103 23,811 766,122 SH   DFND 1,2 766,004 0 118
TAIWAN SEMICONDUCTOR MANUFAC U COM 874039100 20,814 471,340 SH   DFND 1,2 470,442 0 898
TECK RESOURCES LTD COM 878742204 17,112 710,058 SH   DFND 1 709,392 0 666
TEXAS INSTRUMENTS INC COM 882508104 28,789 268,327 SH   DFND 1,2 268,202 0 125
TEXAS ROADHOUSE INC COM 882681109 565 8,159 SH   DFND 1 7,782 0 377
THE ALLSTATE CORP COM 020002101 220 2,229 SH   DFND 1 2,213 0 16
THE BOEING CO COM 097023105 33,264 89,443 SH   DFND 1,2 89,294 0 149
THE CHARLES SCHWAB CORP COM 808513105 27,440 558,286 SH   DFND 1,2 558,023 0 263
THE PROGRESSIVE CORP COM 743315103 37,199 523,631 SH   DFND 1,2 522,947 0 684
THE STARS GROUP INC COM 85570W100 11,190 449,394 SH   DFND 1 448,919 0 475
TIVITY HEALTH INC COM 88870R102 555 17,270 SH   DFND 1 16,519 0 751
TOPDANMARK A/S COM 89054C101 738 161,590 SH   DFND 1 158,078 0 3,512
TOTAL SYSTEM SERVICES INC COM 891906109 38,777 392,716 SH   DFND 1,2 392,081 0 635
TRAVEL CENTERS OF AMERICA COM JKE174103 0 60,000 SH   DFND 1 60,000 0 0
TRAVELPORT WORLDWIDE LTD COM G9019D104 735 43,585 SH   DFND 1 42,236 0 1,349
TREX CO INC COM 89531P105 535 6,949 SH   DFND 1 6,628 0 321
UBIQUITI NETWORKS INC COM 90347A100 658 6,655 SH   DFND 1 6,347 0 308
UDR INC COM 902653104 219 5,406 SH   DFND 1 4,850 0 556
UNION PACIFIC CORP COM 907818108 39,274 241,198 SH   DFND 1,2 240,917 0 281
UNITED OVERSEAS BANK LTD COM 911271302 16,464 415,345 SH   DFND 1 414,615 0 730
UNITED TECHNOLOGIES CORP COM 913017109 890 6,364 SH   DFND 1 6,139 0 225
UNITEDHEALTH GROUP INC COM 91324P102 35,003 131,571 SH   DFND 1,2 131,377 0 194
UNIVERSAL INSURANCE HOLDINGS I COM 91359V107 638 13,136 SH   DFND 1 12,577 0 559
URSTADT BIDDLE PROPERTIES IN COM 917286205 210 9,880 SH   DFND 1 8,864 0 1,016
VALEO SA ADR COM 919134304 12,096 556,917 SH   DFND 1,2 556,085 0 832
VALERO ENERGY COM 91913Y100 2,825 24,833 SH   DFND 1 24,387 0 446
VANGUARD FTSE DEVELOPED MARK T COM 921943858 413 9,536 SH   DFND 1 4,281 0 5,255
VANGUARD REAL ESTATE ETF COM 922908553 424 5,256 SH   DFND 1 2,406 0 2,850
VENATOR MATERIALS PLC COM G9329Z100 379 42,161 SH   DFND 1 41,284 0 877
VISA INC COM 92826C839 31,807 211,917 SH   DFND 1,2 211,883 0 34
WALMART INC COM 931142103 2,535 26,991 SH   DFND 1 26,593 0 398
WALT DISNEY CO COM 254687106 33,935 290,188 SH   DFND 1,2 289,810 0 378
WEIGHT WATCHERS INTERNATIONA COM 948626106 513 7,130 SH   DFND 1 6,628 0 502
WESTERN ALLIANCE BANCORP COM 957638109 521 9,158 SH   DFND 1 8,636 0 522
WESTERN DIGITAL CORP COM 958102105 1,554 26,538 SH   DFND 1 26,199 0 339
WH GROUP LTD COM 92890T205 14,977 1,063,504 SH   DFND 1,2 1,061,716 0 1,788
WIENERBERGER AG COM 967662107 761 152,068 SH   DFND 1 148,615 0 3,453
XILINX INC COM 983919101 32,944 410,922 SH   DFND 1,2 410,748 0 174
XL AXIATA TBK PT COM 69369R100 758 204,620 SH   DFND 1 197,763 0 6,857
YY INC COM 98426T106 11,645 155,431 SH   DFND 1,2 155,010 0 421
ZOETIS INC COM 98978V103 29,930 326,889 SH   DFND 1,2 326,835 0 54