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
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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
Alphabet Inc Common Stock 02079K305 20,617 26,500 SH   SOLE None 26,500 0 0
Apple Inc Common Stock 037833100 12,631 120,000 SH   SOLE None 120,000 0 0
Bank of America Corp Common Stock 060505104 28,219 1,676,700 SH   SOLE None 1,676,700 0 0
Bank of New York Mellon Corp/The Common Stock 064058100 50,148 1,216,600 SH   SOLE None 1,216,600 0 0
Burlington Stores Inc Common Stock 122017106 13,728 320,000 SH   SOLE None 320,000 0 0
Caesarstone Sdot-Yam Ltd Common Stock M20598104 217 5,000 SH   SOLE None 5,000 0 0
Check Point Software Technologies Ltd Common Stock M22465104 651 8,000 SH   SOLE None 8,000 0 0
CME Group Inc Common Stock 12572Q105 9,477 104,600 SH   SOLE None 104,600 0 0
Costco Wholesale Corp Common Stock 22160K105 33,721 208,800 SH   SOLE None 208,800 0 0
Golden Star Resources Ltd Common Stock 38119T104 16 96,400 SH   SOLE None 96,400 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 45,292 251,300 SH   SOLE None 251,300 0 0
HDFC Bank Ltd ADR 40415F101 511 8,300 SH   SOLE None 8,300 0 0
Infosys Ltd ADR 456788108 315 18,800 SH   SOLE None 18,800 0 0
NetEase Inc ADR 64110W102 526 2,900 SH   SOLE None 2,900 0 0
NICE-Systems Ltd ADR 653656108 201 3,500 SH   SOLE None 3,500 0 0
PayPal Holdings Inc Common Stock 70450Y103 14,505 400,700 SH   SOLE None 400,700 0 0
Ralph Lauren Corp Common Stock 751212101 446 4,000 SH   SOLE None 4,000 0 0
Teva Pharmaceutical Industries Ltd ADR 881624209 263 4,000 SH   SOLE None 4,000 0 0
TJX Cos Inc/The Common Stock 872540109 37,504 528,900 SH   SOLE None 528,900 0 0
US Bancorp Common Stock 902973304 31,213 731,500 SH   SOLE None 731,500 0 0
Vipshop Holdings Ltd ADR 92763W103 6,261 410,000 SH   SOLE None 410,000 0 0
Weight Watchers International Inc Common Stock 948626106 4,795 210,300 SH   SOLE None 210,300 0 0
Wells Fargo & Co Common Stock 949746101 57,948 1,066,000 SH   SOLE None 1,066,000 0 0
Zions Bancorporation Common Stock 989701107 546 20,000 SH   SOLE None 20,000 0 0