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
ABBOTT LABS COM 002824100 67,760 1,269,863 SH   SOLE   1,269,863 0 0
ABIOMED INC COM 003654100 22,596 134,023 SH   SOLE   134,023 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 63,044 466,748 SH   SOLE   466,748 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,310 20,300 SH   SOLE   20,300 0 0
AES CORP COM 00130H105 336 30,500 SH   SOLE   30,500 0 0
AETNA INC NEW COM 00817Y108 1,281 8,055 SH   SOLE   8,055 0 0
AFLAC INC COM 001055102 326 4,000 SH   SOLE   4,000 0 0
AGCO CORP COM 001084102 487 6,600 SH   SOLE   6,600 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 19,987 431,397 SH   SOLE   431,397 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 574,421 3,325,929 SH   SOLE   3,325,929 0 0
ALLEGHANY CORP DEL COM 017175100 32,370 58,428 SH   SOLE   58,428 0 0
ALLIANT ENERGY CORP COM 018802108 26,370 634,352 SH   SOLE   634,352 0 0
ALLSTATE CORP COM 020002101 25,433 276,718 SH   SOLE   276,718 0 0
ALPHABET INC CAP STK CL A 02079K305 108,318 111,241 SH   SOLE   111,241 0 0
ALPHABET INC CAP STK CL C 02079K107 30,134 31,419 SH   SOLE   31,419 0 0
AMAZON COM INC COM 023135106 108,456 112,816 SH   SOLE   112,816 0 0
AMERICAN EXPRESS CO COM 025816109 448 4,950 SH   SOLE   4,950 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,673 27,256 SH   SOLE   27,256 0 0
AMERICAN TOWER CORP NEW COM 03027X100 78,424 573,781 SH   SOLE   573,781 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 85,572 1,057,622 SH   SOLE   1,057,622 0 0
AMGEN INC COM 031162100 38,964 208,979 SH   SOLE   208,979 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 46,903 1,026,316 SH   SOLE   1,026,316 0 0
ANALOG DEVICES INC COM 032654105 28,341 328,899 SH   SOLE   328,899 0 0
ANSYS INC COM 03662Q105 24,875 202,682 SH   SOLE   202,682 0 0
APPLE INC COM 037833100 85,875 557,193 SH   SOLE   557,193 0 0
APTARGROUP INC COM 038336103 42,236 489,348 SH   SOLE   489,348 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 840 19,750 SH   SOLE   19,750 0 0
ARISTA NETWORKS INC COM 040413106 7,316 38,586 SH   SOLE   38,586 0 0
ASSURANT INC COM 04621X108 478 5,000 SH   SOLE   5,000 0 0
AT&T INC COM 00206R102 1,928 49,221 SH   SOLE   49,221 0 0
AXALTA COATING SYS LTD COM G0750C108 23,597 815,929 SH   SOLE   815,929 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 4,346 75,827 SH   SOLE   75,827 0 0
BAIDU INC SPON ADR REP A 056752108 292,313 1,180,158 SH   SOLE   1,180,158 0 0
BANK AMER CORP COM 060505104 83,639 3,300,675 SH   SOLE   3,300,675 0 0
BANK OF THE OZARKS COM 063904106 40,414 841,077 SH   SOLE   841,077 0 0
BAXTER INTL INC COM 071813109 57,778 920,762 SH   SOLE   920,762 0 0
BB&T CORP COM 054937107 404 8,600 SH   SOLE   8,600 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 78,099 426,028 SH   SOLE   426,028 0 0
BIO RAD LABS INC CL A 090572207 43,132 194,096 SH   SOLE   194,096 0 0
BLACKROCK INC COM 09247X101 977 2,186 SH   SOLE   2,186 0 0
BOEING CO COM 097023105 2,861 11,256 SH   SOLE   11,256 0 0
BORGWARNER INC COM 099724106 38,312 747,838 SH   SOLE   747,838 0 0
BRIGHTHOUSE FINL INC COM 10922N103 11,537 189,759 SH   SOLE   189,759 0 0
BROADCOM LTD SHS Y09827109 2,014 8,305 SH   SOLE   8,305 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 29,385 363,582 SH   SOLE   363,582 0 0
BROWN & BROWN INC COM 115236101 45,062 935,086 SH   SOLE   935,086 0 0
BRUNSWICK CORP COM 117043109 47,083 841,226 SH   SOLE   841,226 0 0
BUNGE LIMITED COM G16962105 4,568 65,761 SH   SOLE   65,761 0 0
CA INC COM 12673P105 494 14,800 SH   SOLE   14,800 0 0
CACI INTL INC CL A 127190304 22,788 163,528 SH   SOLE   163,528 0 0
CANADIAN NATL RY CO COM 136375102 922 11,129 SH   SOLE   11,129 0 0
CAPITAL ONE FINL CORP COM 14040H105 56,511 667,508 SH   SOLE   667,508 0 0
CBS CORP NEW CL B 124857202 306 5,284 SH   SOLE   5,284 0 0
CENTERPOINT ENERGY INC COM 15189T107 1,180 40,404 SH   SOLE   40,404 0 0
CF INDS HLDGS INC COM 125269100 850 24,175 SH   SOLE   24,175 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 65,735 712,424 SH   SOLE   712,424 0 0
CHUBB LIMITED COM H1467J104 74,832 524,953 SH   SOLE   524,953 0 0
CINTAS CORP COM 172908105 1,097 7,600 SH   SOLE   7,600 0 0
CITIGROUP INC COM NEW 172967424 2,247 30,896 SH   SOLE   30,896 0 0
CLEAN HARBORS INC COM 184496107 38,003 670,252 SH   SOLE   670,252 0 0
COGNEX CORP COM 192422103 91,065 825,761 SH   SOLE   825,761 0 0
COMCAST CORP NEW CL A 20030N101 16,888 438,866 SH   SOLE   438,866 0 0
CONCHO RES INC COM 20605P101 316 2,400 SH   SOLE   2,400 0 0
CONOCOPHILLIPS COM 20825C104 511 10,200 SH   SOLE   10,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108 8,430 42,265 SH   SOLE   42,265 0 0
COOPER COS INC COM NEW 216648402 71,302 300,711 SH   SOLE   300,711 0 0
COSTCO WHSL CORP NEW COM 22160K105 365 2,224 SH   SOLE   2,224 0 0
CREDICORP LTD COM G2519Y108 66,114 322,477 SH   SOLE   322,477 0 0
CUMMINS INC COM 231021106 72,709 432,714 SH   SOLE   432,714 0 0
DANAHER CORP DEL COM 235851102 439 5,122 SH   SOLE   5,122 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 82,859 1,718,348 SH   SOLE   1,718,348 0 0
DIANA SHIPPING INC COM Y2066G104 1,408 387,758 SH   SOLE   387,758 0 0
DIPLOMAT PHARMACY INC COM 25456K101 28,162 1,359,823 SH   SOLE   1,359,823 0 0
DISCOVER FINL SVCS COM 254709108 342 5,300 SH   SOLE   5,300 0 0
DISNEY WALT CO COM DISNEY 254687106 17,576 178,310 SH   SOLE   178,310 0 0
DOLBY LABORATORIES INC COM 25659T107 932 16,201 SH   SOLE   16,201 0 0
DOLLAR GEN CORP NEW COM 256677105 381 4,700 SH   SOLE   4,700 0 0
DOLLAR TREE INC COM 256746108 7,000 80,623 SH   SOLE   80,623 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 26,439 298,852 SH   SOLE   298,852 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 8,327 99,222 SH   SOLE   99,222 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 621 5,332 SH   SOLE   5,332 0 0
EAGLE MATERIALS INC COM 26969P108 61,418 575,616 SH   SOLE   575,616 0 0
EAST WEST BANCORP INC COM 27579R104 67,431 1,127,978 SH   SOLE   1,127,978 0 0
EBAY INC COM 278642103 323 8,400 SH   SOLE   8,400 0 0
ELLIE MAE INC COM 28849P100 14,214 173,067 SH   SOLE   173,067 0 0
EOG RES INC COM 26875P101 264 2,733 SH   SOLE   2,733 0 0
EXXON MOBIL CORP COM 30231G102 10,530 128,442 SH   SOLE   128,442 0 0
FACEBOOK INC CL A 30303M102 95,947 561,519 SH   SOLE   561,519 0 0
FEDEX CORP COM 31428X106 1,277 5,659 SH   SOLE   5,659 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 655 7,011 SH   SOLE   7,011 0 0
FIFTH THIRD BANCORP COM 316773100 1,120 40,022 SH   SOLE   40,022 0 0
FLIR SYS INC COM 302445101 41,260 1,060,384 SH   SOLE   1,060,384 0 0
FLOWSERVE CORP COM 34354P105 8,980 210,836 SH   SOLE   210,836 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 21,284 1,778,131 SH   SOLE   1,778,131 0 0
FORTIVE CORP COM 34959J108 455 6,430 SH   SOLE   6,430 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 24,133 358,964 SH   SOLE   358,964 0 0
FREEPORT-MCMORAN INC CL B 35671D857 144 10,290 SH   SOLE   10,290 0 0
GAP INC DEL COM 364760108 805 27,252 SH   SOLE   27,252 0 0
GENERAL ELECTRIC CO COM 369604103 61,579 2,546,709 SH   SOLE   2,546,709 0 0
GENERAL MLS INC COM 370334104 16,221 313,382 SH   SOLE   313,382 0 0
GENESEE & WYO INC CL A 371559105 25,319 342,099 SH   SOLE   342,099 0 0
GILDAN ACTIVEWEAR INC COM 375916103 27,459 877,838 SH   SOLE   877,838 0 0
GILEAD SCIENCES INC COM 375558103 1,687 20,816 SH   SOLE   20,816 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 478 2,014 SH   SOLE   2,014 0 0
HAEMONETICS CORP COM 405024100 29,999 668,586 SH   SOLE   668,586 0 0
HALLIBURTON CO COM 406216101 334 7,261 SH   SOLE   7,261 0 0
HCA HEALTHCARE INC COM 40412C101 1,318 16,562 SH   SOLE   16,562 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 28,666 297,456 SH   SOLE   297,456 0 0
HENRY JACK & ASSOC INC COM 426281101 36,470 354,804 SH   SOLE   354,804 0 0
HESS CORP COM 42809H107 81,127 1,730,153 SH   SOLE   1,730,153 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 47,101 2,179,577 SH   SOLE   2,179,577 0 0
HOME DEPOT INC COM 437076102 4,479 27,384 SH   SOLE   27,384 0 0
HUMANA INC COM 444859102 22,099 90,706 SH   SOLE   90,706 0 0
IDEXX LABS INC COM 45168D104 1,276 8,205 SH   SOLE   8,205 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,107 7,479 SH   SOLE   7,479 0 0
INDIA FD INC COM 454089103 9,249 345,754 SH   SOLE   345,754 0 0
INGERSOLL-RAND PLC SHS G47791101 39,146 439,000 SH   SOLE   439,000 0 0
INGREDION INC COM 457187102 18,415 152,648 SH   SOLE   152,648 0 0
INTERPUBLIC GROUP COS INC COM 460690100 457 21,995 SH   SOLE   21,995 0 0
INVESCO LTD SHS G491BT108 312 8,900 SH   SOLE   8,900 0 0
ISHARES INC MSCI STH KOR ETF 464286772 8,323 120,516 SH   SOLE   120,516 0 0
ISHARES TR MSCI INDIA ETF 46429B598 18,943 576,660 SH   SOLE   576,660 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 2,643 192,947 SH   SOLE   192,947 0 0
JD COM INC SPON ADR CL A 47215P106 153,443 4,016,844 SH   SOLE   4,016,844 0 0
JOHNSON & JOHNSON COM 478160104 4,611 35,464 SH   SOLE   35,464 0 0
JPMORGAN CHASE & CO COM 46625H100 18,436 193,030 SH   SOLE   193,030 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 8,757 178,604 SH   SOLE   178,604 0 0
KIRBY CORP COM 497266106 51,839 786,034 SH   SOLE   786,034 0 0
LAM RESEARCH CORP COM 512807108 75,800 409,640 SH   SOLE   409,640 0 0
LKQ CORP COM 501889208 43,510 1,208,952 SH   SOLE   1,208,952 0 0
LOCKHEED MARTIN CORP COM 539830109 46,218 148,952 SH   SOLE   148,952 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 964 9,732 SH   SOLE   9,732 0 0
M & T BK CORP COM 55261F104 23,892 148,359 SH   SOLE   148,359 0 0
MANHATTAN ASSOCS INC COM 562750109 30,505 733,821 SH   SOLE   733,821 0 0
MARATHON OIL CORP COM 565849106 6,873 506,847 SH   SOLE   506,847 0 0
MARATHON PETE CORP COM 56585A102 34,962 623,436 SH   SOLE   623,436 0 0
MARKEL CORP COM 570535104 1,410 1,320 SH   SOLE   1,320 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,002 11,958 SH   SOLE   11,958 0 0
MARTIN MARIETTA MATLS INC COM 573284106 20,108 97,502 SH   SOLE   97,502 0 0
MASCO CORP COM 574599106 12,717 326,001 SH   SOLE   326,001 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,322 16,448 SH   SOLE   16,448 0 0
MATSON INC COM 57686G105 20,194 716,591 SH   SOLE   716,591 0 0
MDU RES GROUP INC COM 552690109 37,404 1,441,406 SH   SOLE   1,441,406 0 0
MEDNAX INC COM 58502B106 25,463 590,513 SH   SOLE   590,513 0 0
MERCK & CO INC COM 58933Y105 9,929 155,075 SH   SOLE   155,075 0 0
METLIFE INC COM 59156R108 14,713 283,208 SH   SOLE   283,208 0 0
MICRON TECHNOLOGY INC COM 595112103 51,309 1,304,578 SH   SOLE   1,304,578 0 0
MICROSOFT CORP COM 594918104 59,054 792,779 SH   SOLE   792,779 0 0
MOLSON COORS BREWING CO CL B 60871R209 632 7,738 SH   SOLE   7,738 0 0
MSC INDL DIRECT INC CL A 553530106 25,363 335,618 SH   SOLE   335,618 0 0
MURPHY OIL CORP COM 626717102 454 17,076 SH   SOLE   17,076 0 0
NATIONAL INSTRS CORP COM 636518102 49,241 1,167,689 SH   SOLE   1,167,689 0 0
NEWELL BRANDS INC COM 651229106 21,637 507,067 SH   SOLE   507,067 0 0
NISOURCE INC COM 65473P105 1,489 58,187 SH   SOLE   58,187 0 0
NORTHERN TR CORP COM 665859104 313 3,400 SH   SOLE   3,400 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 24,186 112,298 SH   SOLE   112,298 0 0
OASIS PETE INC NEW COM 674215108 43,380 4,756,633 SH   SOLE   4,756,633 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,854 44,452 SH   SOLE   44,452 0 0
OCEANEERING INTL INC COM 675232102 17,388 661,902 SH   SOLE   661,902 0 0
PAYPAL HLDGS INC COM 70450Y103 941 14,692 SH   SOLE   14,692 0 0
PFIZER INC COM 717081103 24,162 676,793 SH   SOLE   676,793 0 0
PG&E CORP COM 69331C108 265 3,898 SH   SOLE   3,898 0 0
PHILLIPS 66 COM 718546104 819 8,939 SH   SOLE   8,939 0 0
PHOENIX NEW MEDIA LTD SPONSORED ADS 71910C103 3,807 646,273 SH   SOLE   646,273 0 0
PIONEER NAT RES CO COM 723787107 729 4,944 SH   SOLE   4,944 0 0
PNC FINL SVCS GROUP INC COM 693475105 239 1,777 SH   SOLE   1,777 0 0
POWERSHARES INDIA ETF TR INDIA PORT 73935L100 5,191 219,300 SH   SOLE   219,300 0 0
PPG INDS INC COM 693506107 7,257 66,783 SH   SOLE   66,783 0 0
PROCTER AND GAMBLE CO COM 742718109 88,433 972,004 SH   SOLE   972,004 0 0
PRUDENTIAL FINL INC COM 744320102 1,203 11,318 SH   SOLE   11,318 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 64,807 464,470 SH   SOLE   464,470 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 38,134 2,006,000 SH   SOLE   2,006,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 633 2,600 SH   SOLE   2,600 0 0
ROSS STORES INC COM 778296103 313 4,855 SH   SOLE   4,855 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 685 5,780 SH   SOLE   5,780 0 0
RPM INTL INC COM 749685103 58,803 1,145,360 SH   SOLE   1,145,360 0 0
SCHLUMBERGER LTD COM 806857108 407 5,832 SH   SOLE   5,832 0 0
SCHWAB CHARLES CORP NEW COM 808513105 356 8,140 SH   SOLE   8,140 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 515 6,000 SH   SOLE   6,000 0 0
SEI INVESTMENTS CO COM 784117103 35,254 577,371 SH   SOLE   577,371 0 0
SHERWIN WILLIAMS CO COM 824348106 1,003 2,800 SH   SOLE   2,800 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 28,015 218,797 SH   SOLE   218,797 0 0
SILICON LABORATORIES INC COM 826919102 55,185 690,677 SH   SOLE   690,677 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 27,151 553,641 SH   SOLE   553,641 0 0
SMUCKER J M CO COM NEW 832696405 660 6,287 SH   SOLE   6,287 0 0
SNAP ON INC COM 833034101 17,304 116,125 SH   SOLE   116,125 0 0
STARBUCKS CORP COM 855244109 3,352 62,407 SH   SOLE   62,407 0 0
STATE STR CORP COM 857477103 62,852 657,864 SH   SOLE   657,864 0 0
STERIS PLC SHS USD G84720104 72,011 814,604 SH   SOLE   814,604 0 0
STERLING BANCORP DEL COM 85917A100 26,361 1,069,406 SH   SOLE   1,069,406 0 0
SUNTRUST BKS INC COM 867914103 824 13,789 SH   SOLE   13,789 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 15,342 1,436,476 SH   SOLE   1,436,476 0 0
SYSCO CORP COM 871829107 37,206 689,631 SH   SOLE   689,631 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 252,780 6,731,814 SH   SOLE   6,731,814 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 114,464 604,989 SH   SOLE   604,989 0 0
TJX COS INC NEW COM 872540109 57,721 782,875 SH   SOLE   782,875 0 0
TORCHMARK CORP COM 891027104 745 9,300 SH   SOLE   9,300 0 0
TRAVELERS COMPANIES INC COM 89417E109 60,676 495,231 SH   SOLE   495,231 0 0
TUNIU CORP SPONSORED ADS CL 89977P106 4,340 554,937 SH   SOLE   554,937 0 0
UGI CORP NEW COM 902681105 14,873 317,386 SH   SOLE   317,386 0 0
UNITED RENTALS INC COM 911363109 858 6,185 SH   SOLE   6,185 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,513 7,723 SH   SOLE   7,723 0 0
V F CORP COM 918204108 535 8,414 SH   SOLE   8,414 0 0
VALERO ENERGY CORP NEW COM 91913Y100 454 5,900 SH   SOLE   5,900 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 26,711 539,733 SH   SOLE   539,733 0 0
VISA INC COM CL A 92826C839 37,372 355,109 SH   SOLE   355,109 0 0
WABCO HLDGS INC COM 92927K102 26,946 182,066 SH   SOLE   182,066 0 0
WABTEC CORP COM 929740108 29,618 390,995 SH   SOLE   390,995 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 808 10,463 SH   SOLE   10,463 0 0
WD-40 CO COM 929236107 23,365 208,800 SH   SOLE   208,800 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 35,613 1,122,029 SH   SOLE   1,122,029 0 0
WELLS FARGO CO NEW COM 949746101 42,195 765,098 SH   SOLE   765,098 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 87,467 908,655 SH   SOLE   908,655 0 0
WESTERN DIGITAL CORP COM 958102105 43,457 502,978 SH   SOLE   502,978 0 0
WEX INC COM 96208T104 51,240 456,602 SH   SOLE   456,602 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 26,117 30,475 SH   SOLE   30,475 0 0
WILEY JOHN & SONS INC CL A 968223206 44,233 826,780 SH   SOLE   826,780 0 0
WINTRUST FINL CORP COM 97650W108 76,302 974,361 SH   SOLE   974,361 0 0
WOODWARD INC COM 980745103 31,979 412,043 SH   SOLE   412,043 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 601 5,133 SH   SOLE   5,133 0 0
ZOETIS INC CL A 98978V103 18,381 288,285 SH   SOLE   288,285 0 0