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
COGNIZANT TECH SOLUTIONS CL A 192446102 62,010 990,422 SH   SOLE   990,422 0 0
NETEASE INC ADR SPONSORED ADR 64110W102 49,651 413,341 SH   SOLE   413,341 0 0
TAIWAN SEMICON SP ADR SPONSORED ADR 874039100 46,928 2,261,580 SH   SOLE   2,261,580 0 0
APPLE COM 037833100 43,271 392,307 SH   SOLE   392,307 0 0
DR REDDYS LAB ADR ADR 256135203 38,184 597,468 SH   SOLE   597,468 0 0
LEAR CORP COM NEW 521865204 34,018 312,727 SH   SOLE   312,727 0 0
SNAP-ON COM 833034101 30,958 205,104 SH   SOLE   205,104 0 0
FOOT LOCKER COM 344849104 29,122 404,644 SH   SOLE   404,644 0 0
GILEAD SCIENCES COM 375558103 28,627 291,542 SH   SOLE   291,542 0 0
GENERAL DYNAMICS COM 369550108 27,258 197,594 SH   SOLE   197,594 0 0
MARATHON PETROLEUM CORP COM 56585A102 25,621 553,016 SH   SOLE   553,016 0 0
GOLDMAN SACHS GROUP COM 38141G104 25,430 146,350 SH   SOLE   146,350 0 0
AETNA INC COM 00817Y108 25,215 230,466 SH   SOLE   230,466 0 0
CIGNA COM 125509109 24,935 184,674 SH   SOLE   184,674 0 0
CELGENE COM 151020104 22,103 204,339 SH   SOLE   204,339 0 0
HCA HOLDINGS COM 40412C101 21,097 272,708 SH   SOLE   272,708 0 0
CVS HEALTH COM 126650100 20,890 216,518 SH   SOLE   216,518 0 0
JONES LANG LASALLE COM 48020Q107 20,832 144,896 SH   SOLE   144,896 0 0
MOODYS COM 615369105 20,470 208,457 SH   SOLE   208,457 0 0
WELLS FARGO & CO COM 949746101 20,068 390,803 SH   SOLE   390,803 0 0
AON SHS CL A G0408V102 18,625 210,189 SH   SOLE   210,189 0 0
REGENERON PHARMS COM 75886F107 18,036 38,775 SH   SOLE   38,775 0 0
AVAGO TECH SHS Y0486S104 16,501 131,998 SH   SOLE   131,998 0 0
VALERO EN NEW COM 91913Y100 15,823 263,285 SH   SOLE   263,285 0 0
F5 NETWORKS COM 315616102 15,686 135,461 SH   SOLE   135,461 0 0
UNIVERSAL HEALTH B CL B 913903100 14,987 120,077 SH   SOLE   120,077 0 0
ADVANCE AUTO PARTS COM 00751Y106 14,024 73,994 SH   SOLE   73,994 0 0
FACEBOOK NPV CL A 30303M102 13,952 155,200 SH   SOLE   155,200 0 0
ALLIANCE DATA SYSTEMS COM 018581108 13,707 52,925 SH   SOLE   52,925 0 0
MCKESSON HBOC COM 58155Q103 13,502 72,973 SH   SOLE   72,973 0 0
TORCHMARK CORP COM 891027104 13,198 234,006 SH   SOLE   234,006 0 0
SKYWORKS SOLUTIONS COM 83088M102 12,211 145,009 SH   SOLE   145,009 0 0
G-III APPARELGROUP COM 36237H101 11,575 187,722 SH   SOLE   187,722 0 0
NEW ORIENTAL ED & TECH SPON ADR 647581107 11,029 545,700 SH   SOLE   545,700 0 0
CDW CORP COM 12514G108 10,856 265,680 SH   SOLE   265,680 0 0
BROCADE COMMS SYS COM NEW 111621306 10,599 1,021,066 SH   SOLE   1,021,066 0 0
ICON PLC SHS G4705A100 10,105 142,386 SH   SOLE   142,386 0 0
INTL FLAVOURS & FRAGRANC COM 459506101 9,917 96,036 SH   SOLE   96,036 0 0
SYNAPTICS COM 87157D109 9,844 119,377 SH   SOLE   119,377 0 0
AMTRUST FINANCIAL SERVICE COM 032359309 9,559 151,778 SH   SOLE   151,778 0 0
TELEDYNE TECHS COM 879360105 9,384 103,921 SH   SOLE   103,921 0 0
V F COM 918204108 9,251 135,618 SH   SOLE   135,618 0 0
EPAM SYSTEMS INC COM 29414B104 8,461 113,546 SH   SOLE   113,546 0 0
EVEREST RE GROUP COM G3223R108 8,402 48,472 SH   SOLE   48,472 0 0
TRINITY INDUSTRIES COM 896522109 8,270 364,791 SH   SOLE   364,791 0 0
VISA CLASS A SHARES COM CL A 92826C839 8,183 117,476 SH   SOLE   117,476 0 0
HELEN OF TROY COM G4388N106 8,129 91,028 SH   SOLE   91,028 0 0
COMMSCOPE HOLDING COM 20337X109 8,119 270,354 SH   SOLE   270,354 0 0
HOLLYSYS AUTOMATION TECH SHS G45667105 7,987 456,933 SH   SOLE   456,933 0 0
RAYTHEON COM NEW 755111507 7,836 71,720 SH   SOLE   71,720 0 0
JAZZ PHARMACEUTICALS SHS USD G50871105 7,698 57,960 SH   SOLE   57,960 0 0
POLARIS INDUSTRIES COM 731068102 7,598 63,386 SH   SOLE   63,386 0 0
ASSURANT COM 04621X108 7,501 94,936 SH   SOLE   94,936 0 0
UNITED THERAPEUTICS CORP COM 91307C102 7,449 56,762 SH   SOLE   56,762 0 0
PRICELINE GROUP COM NEW 741503403 7,421 6,000 SH   SOLE   6,000 0 0
CIRRUS LOGIC COM 172755100 7,287 231,255 SH   SOLE   231,255 0 0
PROGRESSIVE CORP OHIO COM 743315103 7,139 233,000 SH   SOLE   233,000 0 0
WABTEC COM 929740108 7,044 80,000 SH   SOLE   80,000 0 0
SYNNEX COM COM 87162W100 6,982 82,081 SH   SOLE   82,081 0 0
JP MORGAN CHASE & CO COM 46625H100 6,951 114,000 SH   SOLE   114,000 0 0
MAXIMUS COM 577933104 6,916 116,126 SH   SOLE   116,126 0 0
DELUXE COM 248019101 6,714 120,451 SH   SOLE   120,451 0 0
ON ASSIGNMENT COM 682159108 6,561 177,804 SH   SOLE   177,804 0 0
CINTAS COM 172908105 6,560 76,500 SH   SOLE   76,500 0 0
JOHNSON & JOHNSON COM 478160104 6,552 70,185 SH   SOLE   70,185 0 0
DANAHER COM 235851102 6,519 76,500 SH   SOLE   76,500 0 0
CREDIT ACCEPTANCE GROUP COM 225310101 6,477 32,898 SH   SOLE   32,898 0 0
TYSON FOODS A CL A 902494103 6,422 149,005 SH   SOLE   149,005 0 0
EXPEDITOR INTERNATIONAL COM 302130109 6,352 135,000 SH   SOLE   135,000 0 0
MENTOR GRAPHICS COM 587200106 6,001 243,632 SH   SOLE   243,632 0 0
WALT DISNEY COM DISNEY 254687106 5,972 58,432 SH   SOLE   58,432 0 0
GENTHERM INC COM 37253A103 5,870 130,683 SH   SOLE   130,683 0 0
LYONDELL BASELL INDUSTRIE SHS - A - N53745100 5,796 69,530 SH   SOLE   69,530 0 0
AMBARELLA INC SHS G037AX101 5,758 99,645 SH   SOLE   99,645 0 0
ENSIGN GROUP COM 29358P101 5,654 132,640 SH   SOLE   132,640 0 0
STURM RUGER & CO COM 864159108 5,553 94,612 SH   SOLE   94,612 0 0
AZZ INC COM 002474104 5,463 112,208 SH   SOLE   112,208 0 0
AARON'S INC USD0.5 COM PAR $0.50 002535300 5,444 150,770 SH   SOLE   150,770 0 0
TRANSDIGM GROUP COM 893641100 5,416 25,500 SH   SOLE   25,500 0 0
COMCAST CL A SPL 20030N101 5,233 92,000 SH   SOLE   92,000 0 0
VCA ANTECH COM 918194101 5,208 98,910 SH   SOLE   98,910 0 0
SMITH (AO) COM 831865209 5,163 79,200 SH   SOLE   79,200 0 0
CARMAX COM 143130102 5,161 87,000 SH   SOLE   87,000 0 0
LANNETT CO INC COM 516012101 5,120 123,323 SH   SOLE   123,323 0 0
SUPER MICRO COMPUTER COM 86800U104 4,876 178,870 SH   SOLE   178,870 0 0
ALLEGIANT TRAVEL COM 01748X102 4,327 20,009 SH   SOLE   20,009 0 0
HELMERICH & PAYNE COM 423452101 4,268 90,313 SH   SOLE   90,313 0 0
NXP SEMICONDUCTORS COM N6596X109 4,236 48,649 SH   SOLE   48,649 0 0
HALLIBURTON COM 406216101 3,024 85,533 SH   SOLE   85,533 0 0
WESTLAKE CHEMICAL COM 960413102 2,746 52,926 SH   SOLE   52,926 0 0
MELLANOX TECHNOLOGIES SHS M51363113 1,979 52,368 SH   SOLE   52,368 0 0
USANA HLTH SCIS COM 90328M107 413 3,082 SH   SOLE   3,082 0 0
CHINA BIOLOGIC PROD INC COM 16938C106 278 3,100 SH   SOLE   3,100 0 0
SS&C TECHNOLOGIES HDG COM 78467J100 264 3,769 SH   SOLE   3,769 0 0
MULTI-COLOR CORPORATION COM 625383104 252 3,291 SH   SOLE   3,291 0 0
PRESTIGE BRANDS HOLDING COM 74112D101 244 5,397 SH   SOLE   5,397 0 0
EURONET WORLDWIDE COM 298736109 235 3,166 SH   SOLE   3,166 0 0
FBL FINL.GROUP CL A 30239F106 202 3,278 SH   SOLE   3,278 0 0
COMFORT SYSTEMS USA INC COM 199908104 201 7,391 SH   SOLE   7,391 0 0