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 352 2,500 SH   SOLE   2,500 0 0
ALLERGAN SHS G0177J108 114 468 SH   SOLE   468 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 82 643 SH   SOLE   643 0 0
APACHE COM 037411105 33,071 689,990 SH   SOLE   353,030 0 336,960
ATENTO S A SHS L0427L105 326 29,200 SH   SOLE   29,200 0 0
BAIDU INC SPON ADR 056752108 147,353 824,121 SH   SOLE   367,921 0 456,200
CELGENE CORP COM 151020104 38,478 296,304 SH   SOLE   158,747 0 137,557
CHEVRON CORP CVX COM 166764100 85 813 SH   SOLE   813 0 0
CISCO SYSTEMS INC CSCO COM 17275R102 23,329 745,334 SH   SOLE   253,839 0 491,495
CITIGROUP INC COM 172967424 56 832 SH   SOLE   832 0 0
CITIZENS FINANCIAL GROUP COM 174610105 45 1,262 SH   SOLE   1,262 0 0
CONSTELLIUM NV CL A N22035104 40 5,800 SH   SOLE   5,800 0 0
CREDICORP COM G2519Y108 36,775 205,000 SH   SOLE   107,600 0 97,400
CUMMINS INC CMI COM 231021106 81 500 SH   SOLE   500 0 0
CVS HEALTH CORP COM 126650100 120 1,488 SH   SOLE   1,488 0 0
EATON CORP PLC SHS G29183103 78 1,000 SH   SOLE   1,000 0 0
ALPHABET INC CAP STK CL A 02079K305 62 67 SH   SOLE   67 0 0
ALPHABET INC CAP STK CL C 02079K107 61 67 SH   SOLE   67 0 0
HOLLYSYS AUTOMATION SHS G45667105 304 18,300 SH   SOLE   18,300 0 0
ICICI BANK LTD-SPON ADR IBN ADR 45104G104 288 32,120 SH   SOLE   32,120 0 0
INVESCO LTD IVZ SHS G491BT108 102 2,907 SH   SOLE   2,907 0 0
LYONDELLBASELL INDU-CL A LYB SHS-A N53745100 67 800 SH   SOLE   800 0 0
MICROSOFT CORP MSFT COM 594918104 122 1,766 SH   SOLE   1,766 0 0
PERKINELMER INC COM 714046109 40,593 595,729 SH   SOLE   297,768 0 297,961
PNC FINANCIAL SERVICES GROUP PNC COM 693475105 114 913 SH   SOLE   913 0 0
SCHLUMBERGER LTD SLB COM 806857108 44 666 SH   SOLE   666 0 0
TERNIUM SA SPON ADR 880890108 292 10,400 SH   SOLE   10,400 0 0
THERMO FISHER SCIENTIFIC INC TMO COM 883556102 111 639 SH   SOLE   639 0 0
TYSON FOODS INC CL A 902494103 107 1,703 SH   SOLE   1,703 0 0
UNION PACIFIC CORP COM 907818108 82 758 SH   SOLE   758 0 0
DISNEY WALT CO COM 254687106 97 915 SH   SOLE   915 0 0
WHIRLPOOL CORP COM 963320106 35,814 186,899 SH   SOLE   94,645 0 92,254