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
APACHE CORP COM 037411105 30,714 798,606 SH   SOLE   375,529 0 423,077
ATENTO SA SHS L0427L105 768 98,500 SH   SOLE   98,500 0 0
CELGENE CORP COM 151020104 28,182 315,906 SH   SOLE   144,703 0 171,203
CITIGROUP INC COM 172967424 56 832 SH   SOLE   832 0 0
CONSTELLIUM NV CLA N22035104 63 5,800 SH   SOLE   5,800 0 0
CREDICORP LTD COM G2519Y108 40,708 179,300 SH   SOLE   86,100 0 93,200
CVS HEALTH CORP COM 126650100 21 335 SH   SOLE   335 0 0
GENERAL ELECTRIC CO COM 369604103 26 1,960 SH   SOLE   1,960 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 1,518 61,400 SH   SOLE   61,400 0 0
ICICI BANK LTD ADR 45104G104 858 96,920 SH   SOLE   96,920 0 0
INVESCO LTD SHS G491BT108 27 847 SH   SOLE   847 0 0
JOHNSON CONTROLS COM 478373AB9 24,323 690,222 SH   SOLE   265,836 0 424,386
PALO ALTO NETWORKS COM 697435105 108 593 SH   SOLE   593 0 0
PERKINELMER INC COM 714046109 26,426 348,998 SH   SOLE   76,592 0 272,406
QORVO COM 74736K101 53 746 SH   SOLE   746 0 0
SENSATA COM 81725WAJ2 40 763 SH   SOLE   763 0 0
SYNCHRONY FINANCIAL COM 87165B103 32,827 979,036 SH   SOLE   446,079 0 532,957
VERIZON COMMUNICATIONS COM 92343V104 31,530 659,343 SH   SOLE   294,191 0 365,152
VIPSHOP HOLDINGS ADR COM 92763W103 43 2,600 SH   SOLE   2,600 0 0