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
NETEASE INC SPONSORED ADR 64110W102 69,884 486,724 SH   SOLE   486,724 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 60,797 2,320,480 SH   SOLE   2,320,480 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 54,350 866,822 SH   SOLE   866,822 0 0
FACEBOOK INC CL A 30303M102 39,335 344,740 SH   SOLE   344,740 0 0
SNAP ON INC COM 833034101 35,274 224,687 SH   SOLE   224,687 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 34,616 268,550 SH   SOLE   268,550 0 0
LEAR CORP COM NEW 521865204 32,520 292,521 SH   SOLE   292,521 0 0
BROADCOM LTD SHS Y09827109 31,828 206,009 SH   SOLE   206,009 0 0
TRAVELERS COMPANIES INC COM 89417E109 31,736 271,921 SH   SOLE   271,921 0 0
CARDINAL HEALTH INC COM 14149Y108 30,926 377,381 SH   SOLE   377,381 0 0
AETNA INC NEW COM 00817Y108 29,496 262,534 SH   SOLE   262,534 0 0
GENERAL DYNAMICS CORP COM 369550108 29,470 224,331 SH   SOLE   224,331 0 0
ALPHABET INC CAP STK CL A 02079K305 29,112 38,160 SH   SOLE   38,160 0 0
FOOT LOCKER INC COM 344849104 28,993 449,497 SH   SOLE   449,497 0 0
CIGNA CORP COM 125509109 28,989 211,232 SH   SOLE   211,232 0 0
VALERO ENERGY CORP NEW COM 91913Y100 28,426 443,191 SH   SOLE   443,191 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 26,935 778,700 SH   SOLE   778,700 0 0
GILEAD SCIENCES INC COM 375558103 26,115 284,286 SH   SOLE   284,286 0 0
HCA HOLDINGS INC COM 40412C101 25,374 325,097 SH   SOLE   325,097 0 0
CITRIX SYS INC COM 177376100 23,095 293,900 SH   SOLE   293,900 0 0
JOHNSON & JOHNSON COM 478160104 22,664 209,466 SH   SOLE   209,466 0 0
DANAHER CORP DEL COM 235851102 22,579 238,027 SH   SOLE   238,027 0 0
AON PLC SHS CL A G0408V102 21,033 201,370 SH   SOLE   201,370 0 0
PRICELINE COM INC COM NEW 741503403 20,604 15,985 SH   SOLE   15,985 0 0
INFOSYS LTD SPONSORED ADR 456788108 17,289 909,000 SH   SOLE   909,000 0 0
ROSS STORES INC COM 778296103 17,090 295,156 SH   SOLE   295,156 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 16,876 135,314 SH   SOLE   135,314 0 0
COMCAST CORP NEW CL A SPL 20030N101 15,171 248,375 SH   SOLE   248,375 0 0
TRANSDIGM GROUP INC COM 893641100 14,820 67,260 SH   SOLE   67,260 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 13,888 63,128 SH   SOLE   63,128 0 0
JONES LANG LASALLE INC COM 48020Q107 13,880 118,311 SH   SOLE   118,311 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 12,764 234,927 SH   SOLE   234,927 0 0
CBRE GROUP INC CL A 12504L109 12,744 442,204 SH   SOLE   442,204 0 0
CDW CORP COM 12514G108 12,495 301,091 SH   SOLE   301,091 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 12,487 406,074 SH   SOLE   406,074 0 0
ICON PLC SHS G4705A100 12,261 163,267 SH   SOLE   163,267 0 0
APPLE INC COM 037833100 12,081 110,843 SH   SOLE   110,843 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 11,897 186,233 SH   SOLE   186,233 0 0
RAYTHEON CO COM NEW 755111507 11,628 94,824 SH   SOLE   94,824 0 0
APPLIED MATLS INC COM 038222105 11,501 543,000 SH   SOLE   543,000 0 0
SYNAPTICS INC COM 87157D109 11,190 140,325 SH   SOLE   140,325 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,151 141,100 SH   SOLE   141,100 0 0
WELLS FARGO & CO NEW COM 949746101 11,142 230,392 SH   SOLE   230,392 0 0
EVEREST RE GROUP LTD COM G3223R108 11,054 55,987 SH   SOLE   55,987 0 0
HELEN OF TROY CORP LTD COM G4388N106 11,022 106,298 SH   SOLE   106,298 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 10,820 278,800 SH   SOLE   278,800 0 0
DR REDDYS LABS LTD ADR 256135203 10,125 224,047 SH   SOLE   224,047 0 0
PAREXEL INTL CORP COM 699462107 9,918 158,100 SH   SOLE   158,100 0 0
THOR INDS INC COM 885160101 9,830 154,150 SH   SOLE   154,150 0 0
EPAM SYS INC COM 29414B104 9,779 130,958 SH   SOLE   130,958 0 0
HOLLSYS AUTOMATION TECHNOLO SHS G45667105 9,685 460,111 SH   SOLE   460,111 0 0
CINTAS CORP COM 172908105 9,298 103,525 SH   SOLE   103,525 0 0
TORCHMARK CORP COM 891027104 9,183 169,560 SH   SOLE   169,560 0 0
AMTRUST FINANCIAL SERVICES I COM 032359309 9,150 353,566 SH   SOLE   353,566 0 0
DELUXE CORP COM 248019101 8,789 140,645 SH   SOLE   140,645 0 0
SYNNEX CORP COM 87162W100 8,783 94,858 SH   SOLE   94,858 0 0
CIRRUS LOGIC INC COM 172755100 8,765 240,730 SH   SOLE   240,730 0 0
DREW INDS INC COM NEW 26168L205 8,727 135,391 SH   SOLE   135,391 0 0
TERADYNE INC COM 880770102 8,545 395,764 SH   SOLE   395,764 0 0
VISA INC COM CL A 92826C839 8,448 110,462 SH   SOLE   110,462 0 0
ARROW ELECTRS INC COM 042735100 8,380 130,100 SH   SOLE   130,100 0 0
JP MORGAN CHASE & CO COM 46625H100 8,138 137,418 SH   SOLE   137,418 0 0
EXPEDITORS INTL WASH INC COM 302130109 8,017 164,242 SH   SOLE   164,242 0 0
DISNEY WALT CO COM DISNEY 254687106 7,965 80,207 SH   SOLE   80,207 0 0
INTERNATIONAL FLAVORS & FRANGRA COM 459506101 7,930 69,704 SH   SOLE   69,704 0 0
STURM RUGER & CO INC COM 864159108 7,879 115,221 SH   SOLE   115,221 0 0
NOAH HLDGS LTD SPONSORED ADS 65487X102 7,763 312,000 SH   SOLE   312,000 0 0
TYSON FOODS INC CL A 902494103 7,757 116,364 SH   SOLE   116,364 0 0
AMAZON COM INC COM 023135106 7,591 12,787 SH   SOLE   12,787 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 7,586 32,261 SH   SOLE   32,261 0 0
SOUTHWEST AIRLS CO COM 844741108 7,483 167,029 SH   SOLE   167,029 0 0
ON ASSIGNMENT INC COM 682159108 7,362 199,408 SH   SOLE   199,408 0 0
AZZ INC COM 002474104 7,306 129,075 SH   SOLE   129,075 0 0
UNITED THERAPEUTICS CORP COM 91307C102 7,299 65,501 SH   SOLE   65,501 0 0
SMITH AO COM 831865209 7,209 94,476 SH   SOLE   94,476 0 0
SMITH & WESSON HLDG CORP COM 831756101 7,158 268,900 SH   SOLE   268,900 0 0
STAMPS INC COM NEW 852857200 7,138 67,159 SH   SOLE   67,159 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,094 82,894 SH   SOLE   82,894 0 0
VCA INC COM 918194101 6,625 114,840 SH   SOLE   114,840 0 0
CREDIT ACCEP CORP MICH COM 225310101 6,591 36,302 SH   SOLE   36,302 0 0
ENSIGN GROUP INC COM 29358P101 6,507 287,394 SH   SOLE   287,394 0 0
HELMERICH & PAYNE INC COM 423452101 6,389 108,808 SH   SOLE   108,808 0 0
GENTHERM INC COM 37253A103 6,326 152,105 SH   SOLE   152,105 0 0
JABIL CIRCUIT INC COM 466313103 5,934 307,924 SH   SOLE   307,924 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 5,865 554,393 SH   SOLE   554,393 0 0
MARATHON PETE CORP COM 56585A102 5,522 148,512 SH   SOLE   148,512 0 0
J2 GLOBAL INC COM 48123V102 5,233 84,972 SH   SOLE   84,972 0 0
CENTREPOINT ENERGY INC COM 15189T107 5,084 243,000 SH   SOLE   243,000 0 0
KAR AUCTION SVCS INC COM 48238T109 5,076 133,100 SH   SOLE   133,100 0 0
ALASKA AIR GROUP COM 011659109 4,921 60,000 SH   SOLE   60,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 4,713 53,876 SH   SOLE   53,876 0 0
ALLEGIANT TRAVEL CO COM 01748X102 4,252 23,879 SH   SOLE   23,879 0 0
HALLIBURTON CO COM 406216101 3,055 85,533 SH   SOLE   85,533 0 0
WETLAKE CHEM CORP COM 960413102 2,450 52,926 SH   SOLE   52,926 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 1,756 52,000 SH   SOLE   52,000 0 0
FABRINET SHS G3323L100 357 11,029 SH   SOLE   11,029 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 355 3,100 SH   SOLE   3,100 0 0
CSG SYS INTL INC COM 126349109 331 7,330 SH   SOLE   7,330 0 0
SURGICAL CARE AFFILIATES INC COM 86881L106 326 7,053 SH   SOLE   7,053 0 0
ORBOTECH LTD ORD SHS CL A M75253100 305 12,846 SH   SOLE   12,846 0 0
CASH AMER INTL INC COM 14754D100 301 7,777 SH   SOLE   7,777 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 288 5,397 SH   SOLE   5,397 0 0
HENRY JACK & ASSOC INC COM 426281101 279 3,298 SH   SOLE   3,298 0 0
IROBOT CORP COM 462726100 279 7,898 SH   SOLE   7,898 0 0
MICROSEMI CORP COM 595137100 277 7,226 SH   SOLE   7,226 0 0
INSTALLED BLDG PRODS INC COM 45780R101 277 10,398 SH   SOLE   10,398 0 0
INPHI CORP COM 45772F107 271 8,116 SH   SOLE   8,116 0 0
NAUTLUS INC COM 63910B102 269 13,917 SH   SOLE   13,917 0 0
BROADSOFT INC COM 11133B409 264 6,551 SH   SOLE   6,551 0 0
MASIMO CORP COM 574795100 264 6,306 SH   SOLE   6,306 0 0
COMFORT SYS USA INC COM 199908104 262 8,247 SH   SOLE   8,247 0 0
ALAMO GROUP INC COM 011311107 257 4,609 SH   SOLE   4,609 0 0
CARDTRONICS INC COM 14161H108 255 7,081 SH   SOLE   7,081 0 0
CAL MAINE FOODS INC COM NEW 128030202 253 4,879 SH   SOLE   4,879 0 0
COOPER STD HLDGS INC COM 21676P103 253 3,516 SH   SOLE   3,516 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 252 6,936 SH   SOLE   6,936 0 0
EURONET WORLDWIDE INC COM 298736109 250 3,372 SH   SOLE   3,372 0 0
UBIQUITI NETWORKS INC COM 90347A100 249 7,499 SH   SOLE   7,499 0 0
MOTORCAR PTS AMER INC COM 620071100 249 6,559 SH   SOLE   6,559 0 0
SYKES ENTERPRISES INC COM 871237103 249 8,235 SH   SOLE   8,235 0 0
PRA HEALTH SCIENCES INC COM 69354M108 247 5,780 SH   SOLE   5,780 0 0
GENTEX CORP COM 371901109 246 15,675 SH   SOLE   15,675 0 0
EPLUS INC COM 294268107 240 2,975 SH   SOLE   2,975 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 239 3,769 SH   SOLE   3,769 0 0
ZAGG INC COM 98884U108 237 26,337 SH   SOLE   26,337 0 0
FBL FINL GROUP INC CL A 30239F106 235 3,826 SH   SOLE   3,826 0 0
COOPER TIRE & RUBR CO COM 216831107 229 6,196 SH   SOLE   6,196 0 0
INC RESH HLDGS INC CL A 45329R109 228 5,533 SH   SOLE   5,533 0 0
FOX FACTORY HLDG CORP COM 35138V102 221 14,006 SH   SOLE   14,006 0 0
WALKER & DUMLOP INC COM 93148P102 212 8,749 SH   SOLE   8,749 0 0
SHIP FINANCE INTERNATIONAL L SHS G81075106 209 15,043 SH   SOLE   15,043 0 0
SUPER MICRO COMPUTER INC COM 86800U104 204 5,992 SH   SOLE   5,992 0 0