NETEASE INC SPONSORED ADR 64110W102 91108 471524 SH SOLE 471524 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 57433 2189580 SH SOLE 2189580 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 47699 833322 SH SOLE 833322 0 0 FACEBOOK INC CL A 30303M102 38174 334040 SH SOLE 334040 0 0 UNITEDHEALTH GPOUP INC COM 91324P102 36987 261950 SH SOLE 261950 0 0 SNAP ON INC COM 833034101 35555 225287 SH SOLE 225287 0 0 JOHNSON & JOHNSON COM 478160104 35331 291266 SH SOLE 291266 0 0 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 34434 822200 SH SOLE 822200 0 0 AMAZON COM INC COM 023135106 32770 45792 SH SOLE 45792 0 0 BROADCOM LTD SHS Y09827109 32123 206709 SH SOLE 206709 0 0 GENERAL DYNAMICS CORP COM 369550108 31319 224931 SH SOLE 224931 0 0 CITRIX SYS INC COM 177376100 30290 378200 SH SOLE 378200 0 0 LEAR CORP COM NEW 521865204 29869 293521 SH SOLE 293521 0 0 AFLAC INC COM 001055102 28510 395100 SH SOLE 395100 0 0 AETNA INC NEW COM 00817Y108 27740 227134 SH SOLE 227134 0 0 TRAVELERS COMPANIES INC COM 89417E109 27566 231571 SH SOLE 231571 0 0 ALPHABET INC CAP STK CL A 02079K305 26847 38160 SH SOLE 38160 0 0 HCA HOLDINGS INC COM 40412C101 25051 325297 SH SOLE 325297 0 0 TRANSDIGM GROUP INC COM 893641100 24381 92460 SH SOLE 92460 0 0 CIGNA CORP COM 125509109 24053 187932 SH SOLE 187932 0 0 DANAHER CORP DEL COM 235851102 23960 237227 SH SOLE 237227 0 0 AON PLC SHS CL A G0408V102 22880 209470 SH SOLE 209470 0 0 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 20640 431800 SH SOLE 431800 0 0 CARDINAL HEALTH INC COM 14149Y108 20539 263281 SH SOLE 263281 0 0 PRICELINE COM INC COM NEW 741503403 19956 15985 SH SOLE 15985 0 0 HASBRO INC COM 418056107 18965 225800 SH SOLE 225800 0 0 FOOT LOCKER INC COM 344849104 17868 325697 SH SOLE 325697 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 17775 595274 SH SOLE 595274 0 0 LKQ CORP COM 501889208 17470 551100 SH SOLE 551100 0 0 GILEAD SCIENCES INC COM 375558103 16074 192686 SH SOLE 192686 0 0 COMCAST CORP NEW CL A 20030N101 16048 246175 SH SOLE 246175 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 15262 113814 SH SOLE 113814 0 0 WELLS FARGO & CO NEW COM 949746101 15036 317692 SH SOLE 317692 0 0 INFOSYS LTD SPONSORED ADR 456788108 14964 838300 SH SOLE 838300 0 0 ACUITY BRANDS INC COM 00508Y102 14756 59510 SH SOLE 59510 0 0 CENTENE CORP DEL COM 15135B101 14402 201800 SH SOLE 201800 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 13565 184433 SH SOLE 184433 0 0 APPLIED MATLS INC COM 038222105 13064 545000 SH SOLE 545000 0 0 RAYTHEON CO COM NEW 755111507 12783 94024 SH SOLE 94024 0 0 ROSS STORES INC COM 778296103 12418 219056 SH SOLE 219056 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 12388 63228 SH SOLE 63228 0 0 ICON PLC SHS G4705A100 12325 176052 SH SOLE 176052 0 0 CDW CORP COM 12514G108 12184 303991 SH SOLE 303991 0 0 MELLANOX TECHNOLOGIES LTD SHS M51363113 12135 253027 SH SOLE 253027 0 0 JP MORGAN CHASE & CO COM 46625H100 12069 194218 SH SOLE 194218 0 0 CBRE GROUP INC CL A 12504L109 11712 442304 SH SOLE 442304 0 0 THOR INDS INC COM 885160101 11676 180350 SH SOLE 180350 0 0 DREW INDS INC COM NEW 26168L205 11546 136091 SH SOLE 136091 0 0 HELEN OF TROY CORP LTD COM G4388N106 11045 107398 SH SOLE 107398 0 0 APPLE INC COM 037833100 10501 109843 SH SOLE 109843 0 0 TORCHMARK CORP COM 891027104 10396 168160 SH SOLE 168160 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10395 130700 SH SOLE 130700 0 0 CINTAS CORP COM 172908105 10080 102725 SH SOLE 102725 0 0 PAREXEL INTL CORP COM 699462107 10029 159500 SH SOLE 159500 0 0 UBIQUITI NETWORKS INC COM 90347A100 9762 252499 SH SOLE 252499 0 0 CIRRUS LOGIC INC COM 172755100 9431 243130 SH SOLE 243130 0 0 DELUXE CORP COM 248019101 9428 142045 SH SOLE 142045 0 0 AMTRUST FINANCIAL SERVICES I COM 032359309 8751 357166 SH SOLE 357166 0 0 INTERNATIONAL FLAVORS & FRANGRA COM 459506101 8712 69104 SH SOLE 69104 0 0 EPAM SYS INC COM 29414B104 8512 132358 SH SOLE 132358 0 0 SMITH AO COM 831865209 8412 95476 SH SOLE 95476 0 0 INTERCONTINENTAL EXCHANGE INC COM 45866F104 8181 31961 SH SOLE 31961 0 0 ARROW ELECTRS INC COM 042735100 8152 131700 SH SOLE 131700 0 0 VISA INC COM CL A 92826C839 8119 109462 SH SOLE 109462 0 0 TERADYNE INC COM 880770102 7889 400664 SH SOLE 400664 0 0 VCA INC COM 918194101 7845 116040 SH SOLE 116040 0 0 AZZ INC COM 002474104 7820 130375 SH SOLE 130375 0 0 DISNEY WALT CO COM DISNEY 254687106 7787 79607 SH SOLE 79607 0 0 VALERO ENERGY CORP NEW COM 91913Y100 7751 151990 SH SOLE 151990 0 0 TYSON FOODS INC CL A 902494103 7705 115364 SH SOLE 115364 0 0 STURM RUGER & CO INC COM 864159108 7471 116721 SH SOLE 116721 0 0 HOLLSYS AUTOMATION TECHNOLO SHS G45667105 7447 428711 SH SOLE 428711 0 0 ON ASSIGNMENT INC COM 682159108 7446 201508 SH SOLE 201508 0 0 SMITH & WESSON HLDG CORP COM 831756101 7404 272400 SH SOLE 272400 0 0 HELMERICH & PAYNE INC COM 423452101 7244 107908 SH SOLE 107908 0 0 UNITED THERAPEUTICS CORP COM 91307C102 7012 66201 SH SOLE 66201 0 0 NOAH HLDGS LTD SPON ADS CL A 65487X102 6944 288000 SH SOLE 288000 0 0 CREDIT ACCEP CORP MICH COM 225310101 6793 36702 SH SOLE 36702 0 0 SOUTHWEST AIRLS CO COM 844741108 6498 165729 SH SOLE 165729 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6117 82194 SH SOLE 82194 0 0 ENSIGN GROUP INC COM 29358P101 6101 290394 SH SOLE 290394 0 0 STAMPS INC COM NEW 852857200 5932 67859 SH SOLE 67859 0 0 CENTREPOINT ENERGY INC COM 15189T107 5777 240700 SH SOLE 240700 0 0 KAR AUCTION SVCS INC COM 48238T109 5627 134800 SH SOLE 134800 0 0 AMN HEALTHCARE SERVICES INC COM 001744101 5507 137773 SH SOLE 137773 0 0 J2 GLOBAL INC COM 48123V102 5418 85772 SH SOLE 85772 0 0 GENTHERM INC COM 37253A103 5261 153605 SH SOLE 153605 0 0 SYNOPSYS INC COM 871607107 5111 94500 SH SOLE 94500 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 4293 53876 SH SOLE 53876 0 0 ARISTA NETWORKS INC COM 040413106 4227 65650 SH SOLE 65650 0 0 CRITEO S A SPONS ADS 226718104 3995 87000 SH SOLE 87000 0 0 HALLIBURTON CO COM 406216101 3874 85533 SH SOLE 85533 0 0 ALLEGIANT TRAVEL CO COM 01748X102 3423 22595 SH SOLE 22595 0 0 WETLAKE CHEM CORP COM 960413102 2272 52926 SH SOLE 52926 0 0 CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 1888 52000 SH SOLE 52000 0 0 SYNNEX CORP COM 87162W100 692 7301 SH SOLE 7301 0 0 EVEREST RE GROUP LTD COM G3223R108 537 2940 SH SOLE 2940 0 0 FABRINET SHS G3323L100 409 11029 SH SOLE 11029 0 0 INSTALLED BLDG PRODS INC COM 45780R101 377 10398 SH SOLE 10398 0 0 SYNAPTICS INC COM 87157D109 354 6590 SH SOLE 6590 0 0 SURGICAL CARE AFFILIATES INC COM 86881L106 336 7053 SH SOLE 7053 0 0 CASH AMER INTL INC COM 14754D100 331 7777 SH SOLE 7777 0 0 MASIMO CORP COM 574795100 331 6306 SH SOLE 6306 0 0 CHINA BIOLOGIC PRODS INC COM 16938C106 330 3100 SH SOLE 3100 0 0 ORBOTECH LTD ORD M75253100 328 12846 SH SOLE 12846 0 0 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 306 33344 SH SOLE 33344 0 0 ALAMO GROUP INC COM 011311107 304 4609 SH SOLE 4609 0 0 PRESTIGE BRANDS HLDGS INC COM 74112D101 299 5397 SH SOLE 5397 0 0 CSG SYS INTL INC COM 126349109 295 7330 SH SOLE 7330 0 0 HENRY JACK & 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INTERNATIONAL L SHS G81075106 222 15043 SH SOLE 15043 0 0 OMEGA PROTEIN CORP COM 68210P107 221 11062 SH SOLE 11062 0 0 INC RESH HLDGS INC CL A 45329R109 211 5533 SH SOLE 5533 0 0