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 SPON ADS 01609W102 264 2,500 SH   SOLE   2,500 0 0
ALLERGAN SHS G0177J108 108 468 SH   SOLE   468 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 64 643 SH   SOLE   643 0 0
APACHE COM 037411105 76,306 1,194,891 SH   SOLE   839,284 0 355,607
ATENTO S A SHS L0427L105 187 22,000 SH   SOLE   22,000 0 0
BAIDU INC SPON ADR 056752108 222 1,221 SH   SOLE   1,221 0 0
CARNIVAL CORP PAIRED CTF 143658300 48,238 988,081 SH   SOLE   560,388 0 427,693
CELGENE CORP COM 151020104 51,303 490,847 SH   SOLE   341,388 0 149,459
CHEVRON CORP CVX COM 166764100 84 813 SH   SOLE   813 0 0
CISCO SYSTEMS INC CSCO COM 17275R102 44,524 1,404,098 SH   SOLE   830,906 0 573,192
CITIGROUP INC COM 172967424 39 832 SH   SOLE   832 0 0
CITIZENS FINANCIAL GROUP COM 174610105 31 1,262 SH   SOLE   1,262 0 0
COMCAST CL A 20030N101 44 662 SH   SOLE   662 0 0
CONSTELLIUM NV CL A N22035104 42 5,800 SH   SOLE   5,800 0 0
CUMMINS INC CMI COM 231021106 64 500 SH   SOLE   500 0 0
CVS HEALTH CORP COM 126650100 132 1,488 SH   SOLE   1,488 0 0
EATON CORP PLC SHS G29183103 66 1,000 SH   SOLE   1,000 0 0
ALPHABET INC CAP STK CL A 02079K305 29,139 36,242 SH   SOLE   23,358 0 12,884
ALPHABET INC CAP STK CL C 02079K107 32,724 42,125 SH   SOLE   28,295 0 13,830
HARMAN INTERNATIONAL COM 413086109 53,385 632,294 SH   SOLE   440,117 0 192,177
HOLLYSYS AUTOMATION SHS G45667105 275 12,400 SH   SOLE   12,400 0 0
ICICI BANK LTD-SPON ADR IBN ADR 45104G104 127 17,000 SH   SOLE   17,000 0 0
INVESCO LTD IVZ SHS G491BT108 91 2,907 SH   SOLE   2,907 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 15,603 456,500 SH   SOLE   261,400 0 195,100
LIBERTY GLOBAL PLC LILAC LILAC SHS CL A G5480U138 900 32,613 SH   SOLE   32,613 0 0
LYONDELLBASELL INDU-CL A LYB SHS-A N53745100 65 800 SH   SOLE   800 0 0
MICRON TECHNOLOGY COM 595112103 34 1,921 SH   SOLE   1,921 0 0
MICROSOFT CORP MSFT COM 594918104 102 1,766 SH   SOLE   1,766 0 0
MORGAN STANLEY COM 617446448 34 1,062 SH   SOLE   1,062 0 0
NXP SEMICONDUCTORS N V DBCV 62952QAB6 41 400 SH   SOLE   400 0 0
PERKINELMER INC COM 714046109 57,387 1,022,757 SH   SOLE   699,235 0 323,522
PNC FINANCIAL SERVICES GROUP PNC COM 693475105 82 913 SH   SOLE   913 0 0
QUALCOMM INC QCOM COM 747525103 70,914 1,035,234 SH   SOLE   692,677 0 342,557
SCHLUMBERGER LTD SLB COM 806857108 52 666 SH   SOLE   666 0 0
TERNIUM SA SPON ADR 880890108 257 13,100 SH   SOLE   13,100 0 0
THERMO FISHER SCIENTIFIC INC TMO COM 883556102 102 639 SH   SOLE   639 0 0
TYSON FOODS INC CL A 90249403 127 1,703 SH   SOLE   1,703 0 0
UNION PACIFIC CORP COM 907818108 74 758 SH   SOLE   758 0 0
DISNEY WALT CO COM 254687106 85 915 SH   SOLE   915 0 0
WHIRLPOOL CORP COM 963320106 54,285 334,762 SH   SOLE   226,358 0 108,404