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
INFOSYS LTD SPONSORED ADR 456788108 43,961 4,617,800 SH   SOLE   4,617,800 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 35,861 971,580 SH   SOLE   971,580 0 0
MICROSOFT CORP COM 594918104 33,711 331,900 SH   SOLE   331,900 0 0
APPLE INC COM 037833100 32,759 207,680 SH   SOLE   207,680 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,376 236,200 SH   SOLE   236,200 0 0
ALPHABET INC CAP STK CL A 02079K305 27,696 26,504 SH   SOLE   26,504 0 0
AMAZON COM INC COM 023135106 25,907 17,249 SH   SOLE   17,249 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 23,606 94,757 SH   SOLE   94,757 0 0
MASTERCARD INC CL A 57636Q104 22,563 119,600 SH   SOLE   119,600 0 0
CIGNA CORP NEW COM 125523100 22,202 116,900 SH   SOLE   116,900 0 0
VISA INC COM CL A 92826C839 21,488 162,859 SH   SOLE   162,859 0 0
BROADCOM INC COM 11135F101 21,311 83,809 SH   SOLE   83,809 0 0
HCA HOLDINGS INC COM 40412C101 20,621 165,700 SH   SOLE   165,700 0 0
CVS CAREMARK CORPORATION COM 126650100 19,910 303,872 SH   SOLE   303,872 0 0
INGERSOLL-RAND PLC SHS G47791101 18,885 207,000 SH   SOLE   207,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 18,009 113,100 SH   SOLE   113,100 0 0
CENTENE CORP DEL COM 15135B101 17,791 154,300 SH   SOLE   154,300 0 0
PRA HEALTH SCIENCES INC COM 69354M108 17,535 190,680 SH   SOLE   190,680 0 0
JP MORGAN CHASE & CO COM 46625H100 17,439 178,640 SH   SOLE   178,640 0 0
JOHNSON & JOHNSON COM 478160104 17,112 132,598 SH   SOLE   132,598 0 0
WORLDPAY INC CL A 981558109 16,998 222,400 SH   SOLE   222,400 0 0
CDW CORP COM 12514G108 16,876 208,211 SH   SOLE   208,211 0 0
CBRE GROUP INC CL A 12504L109 16,092 401,900 SH   SOLE   401,900 0 0
PROGRESSIVE CORP OHIO COM 743315103 15,975 264,800 SH   SOLE   264,800 0 0
AFLAC INC COM 001055102 15,732 345,300 SH   SOLE   345,300 0 0
HP INC COM 40434L105 15,566 760,800 SH   SOLE   760,800 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 14,957 305,500 SH   SOLE   305,500 0 0
TRANSDIGM GROUP INC COM 893641100 14,521 42,700 SH   SOLE   42,700 0 0
GALLAGHER ARTHUR J & CO COM 363576109 14,478 196,450 SH   SOLE   196,450 0 0
BIOGEN IDEC INC COM 09062X103 14,143 47,000 SH   SOLE   47,000 0 0
ABBVIE INC COM 00287Y109 14,142 153,400 SH   SOLE   153,400 0 0
REGENERON PHARMACEUTICALS COM 75886F107 13,913 37,250 SH   SOLE   37,250 0 0
GENTEX CORP COM 371901109 13,217 654,000 SH   SOLE   654,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 13,182 300,200 SH   SOLE   300,200 0 0
BAIDU INC SPON ADR REP A 056752108 13,132 82,800 SH   SOLE   82,800 0 0
MARATHON PETE CORP COM 56585A102 12,894 218,500 SH   SOLE   218,500 0 0
ARISTA NETWORKS INC COM 040413106 12,776 60,635 SH   SOLE   60,635 0 0
CISCO SYS INC COM 17275R102 12,722 293,600 SH   SOLE   293,600 0 0
AMERICAN EXPRESS CO COM 025816109 12,706 133,300 SH   SOLE   133,300 0 0
ANTHEM INC COM 036752103 12,396 47,200 SH   SOLE   47,200 0 0
COPART INC COM 217204106 12,052 252,244 SH   SOLE   252,244 0 0
AMC NETWORKS INC CL A 00164V103 11,997 218,600 SH   SOLE   218,600 0 0
PAYCOM SOFTWARE INC COM 70432V102 11,053 90,264 SH   SOLE   90,264 0 0
SNAP ON INC COM 833034101 11,028 75,900 SH   SOLE   75,900 0 0
INTEL CORP COM 458140100 10,550 224,800 SH   SOLE   224,800 0 0
DISCOVERY INC COM SER A 25470F104 10,406 420,600 SH   SOLE   420,600 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 10,398 230,500 SH   SOLE   230,500 0 0
LANDSTAR SYS INC COM 515098101 10,025 104,785 SH   SOLE   104,785 0 0
UNITED RENTALS INC COM 911363109 9,853 96,100 SH   SOLE   96,100 0 0
EURONET WORLDWIDE INC COM 298736109 9,603 93,800 SH   SOLE   93,800 0 0
CRANE CO COM 224399105 9,362 129,700 SH   SOLE   129,700 0 0
BOOKING HLDGS INC COM 09857L108 8,714 5,059 SH   SOLE   5,059 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 8,373 86,000 SH   SOLE   86,000 0 0
LPL FINL HLDGS INC COM 50212V100 8,368 137,000 SH   SOLE   137,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 8,261 66,900 SH   SOLE   66,900 0 0
GENERAC HLDGS INC COM 368736104 8,019 161,341 SH   SOLE   161,341 0 0
MOMO INC ADR 60879B107 7,845 330,300 SH   SOLE   330,300 0 0
CSX CORP COM 126408103 7,232 116,400 SH   SOLE   116,400 0 0
SYNOPSYS INC COM 871607107 7,042 83,600 SH   SOLE   83,600 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 6,823 28,900 SH   SOLE   28,900 0 0
ROPER INDS INC NEW COM 776696106 6,737 25,278 SH   SOLE   25,278 0 0
AARONS INC COM PAR $0.50 002535300 6,713 159,649 SH   SOLE   159,649 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 6,634 84,800 SH   SOLE   84,800 0 0
HOLLYFRONTIER CORP COM 436106108 6,462 126,400 SH   SOLE   126,400 0 0
ASGN INC COM 00191U102 6,319 115,938 SH   SOLE   115,938 0 0
D R HORTON INC COM 23331A109 6,159 177,700 SH   SOLE   177,700 0 0
COMCAST CORP NEW CL A SPL 20030N101 5,924 173,971 SH   SOLE   173,971 0 0
NICE LTD SPONSORED ADR 653656108 5,778 53,400 SH   SOLE   53,400 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 5,257 127,400 SH   SOLE   127,400 0 0
RAYTHEON CO COM NEW 755111507 5,227 34,085 SH   SOLE   34,085 0 0
GARMIN LTD SHS H2906T109 4,489 70,900 SH   SOLE   70,900 0 0
PRICE T ROWE GROUP INC COM 74144T108 4,422 47,900 SH   SOLE   47,900 0 0
VMWARE INC CL A COM 928563402 3,757 27,400 SH   SOLE   27,400 0 0
STEEL DYNAMICS INC COM 858119100 3,549 118,150 SH   SOLE   118,150 0 0
ARROW ELECTRS INC COM 042735100 3,475 50,400 SH   SOLE   50,400 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 3,430 48,200 SH   SOLE   48,200 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,335 40,100 SH   SOLE   40,100 0 0
ULTA BEAUTY INC COM 90384S303 3,318 13,550 SH   SOLE   13,550 0 0
LITTLEFUSE INC COM 537008104 3,124 18,216 SH   SOLE   18,216 0 0
FOX FACTORY HLDG CORP COM 35138V102 2,911 49,453 SH   SOLE   49,453 0 0
MEDPACE HLDGS INC COM 58506Q109 2,900 54,784 SH   SOLE   54,784 0 0
AMPHENOL CORP NEW CL A 032095101 2,714 33,500 SH   SOLE   33,500 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 2,394 53,400 SH   SOLE   53,400 0 0
ORION ENGINEERED CARBONS S A COM L72967109 2,335 92,376 SH   SOLE   92,376 0 0
MOELIS & CO CL A 60786M105 2,145 62,400 SH   SOLE   62,400 0 0
MGIC INVT CORP WIS COM 552848103 2,143 204,900 SH   SOLE   204,900 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,101 27,800 SH   SOLE   27,800 0 0
CINTAS CORP COM 172908105 1,740 10,359 SH   SOLE   10,359 0 0
GREEN DOT CORP CL A 39304D102 500 6,294 SH   SOLE   6,294 0 0
DECKERS OUTDOOR CORP COM 243537107 476 3,723 SH   SOLE   3,723 0 0
AMEDISYS INC COM 023436108 469 4,006 SH   SOLE   4,006 0 0
ORBOTECH LTD ORD SHS CL A M75253100 406 7,182 SH   SOLE   7,182 0 0
HEICO CORP NEW CL A 422806109 376 4,847 SH   SOLE   4,847 0 0
LADDER CAP CORP CL A 505743104 369 23,835 SH   SOLE   23,835 0 0
LHC GROUP INC COM 50187A107 364 3,875 SH   SOLE   3,875 0 0
FORWARD AIR CORP COM 349853101 341 6,225 SH   SOLE   6,225 0 0
GENTHERM INC COM 37253A103 336 8,404 SH   SOLE   8,404 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 311 3,366 SH   SOLE   3,366 0 0
TREX CO INC COM 89531P105 309 5,202 SH   SOLE   5,202 0 0
NMI HLDGS INC CL A 629209305 307 17,183 SH   SOLE   17,183 0 0
MSA SAFETY INC COM 553498106 306 3,242 SH   SOLE   3,242 0 0
HOULIHAN LOKEY INC CL A 441593100 303 8,242 SH   SOLE   8,242 0 0
HUB GROUP INC CL A 443320106 300 8,105 SH   SOLE   8,105 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 299 16,009 SH   SOLE   16,009 0 0
ATKORE INTL GROUP INC COM 047649108 297 14,966 SH   SOLE   14,966 0 0
NV5 GLOBAL INC COM 62945V109 283 4,669 SH   SOLE   4,669 0 0
ONEMAIN HLDGS INC COM 68268W103 273 11,245 SH   SOLE   11,245 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 272 9,720 SH   SOLE   9,720 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 271 4,060 SH   SOLE   4,060 0 0
KADANT INC COM 48282T104 268 3,290 SH   SOLE   3,290 0 0
INGEVITY CORP COM 45688C107 267 3,188 SH   SOLE   3,188 0 0
RADIAN GROUP INC COM 750236101 266 16,277 SH   SOLE   16,277 0 0
MOLINA HEALTHCARE INC COM 60855R100 266 2,286 SH   SOLE   2,286 0 0
CAL MAINE FOODS INC COM NEW 128030202 257 6,075 SH   SOLE   6,075 0 0
CHOICE HOTELS INTL INC COM 169905106 256 3,583 SH   SOLE   3,583 0 0
GRAND CANYON ED INC COM 38526M106 250 2,605 SH   SOLE   2,605 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 250 3,488 SH   SOLE   3,488 0 0
KULICKE & SOFFA INDS INC COM 501242101 248 12,220 SH   SOLE   12,220 0 0
PGT INNOVATIONS INC COM 69336V101 246 15,503 SH   SOLE   15,503 0 0
BALCHEM CORP COM 057665200 245 3,124 SH   SOLE   3,124 0 0
LGI HOMES INC COM 50187T106 244 5,398 SH   SOLE   5,398 0 0
ESSENT GROUP LTD COM G3198U102 242 7,077 SH   SOLE   7,077 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 239 11,763 SH   SOLE   11,763 0 0
INSIGHT ENTERPRISES INC COM 45765U103 234 5,750 SH   SOLE   5,750 0 0
MEET GROUP INC COM 58513U101 233 50,428 SH   SOLE   50,428 0 0
FIRST DEFIANCE FINL CORP COM 32006W106 232 9,464 SH   SOLE   9,464 0 0
KFORCE INC COM 493732101 231 7,480 SH   SOLE   7,480 0 0
MALIBU BOATS INC COM CL A 56117J100 230 6,621 SH   SOLE   6,621 0 0
EMCOR GROUP INC COM 29084Q100 227 3,808 SH   SOLE   3,808 0 0
DORMAN PRODUCTS INC COM 258278100 210 2,335 SH   SOLE   2,335 0 0
NANOMETRICS INC COM 630077105 207 7,556 SH   SOLE   7,556 0 0
CONTROL4 CORP COM 21240D107 205 11,662 SH   SOLE   11,662 0 0
FABRINET SHS G3323L100 205 3,990 SH   SOLE   3,990 0 0
USANA HEALTH SCINCES INC COM 90328M107 200 1,696 SH   SOLE   1,696 0 0
NEW YORK MTG TR INC COM PAR $.02 649604501 194 32,888 SH   SOLE   32,888 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 192 2,715 SH   SOLE   2,715 0 0
MAXIMUS INC COM 577933104 192 2,949 SH   SOLE   2,949 0 0
ADDUS HOMECARE CORP COM 006739106 189 2,780 SH   SOLE   2,780 0 0
CHEMED CORP NEW COM 16359R103 188 664 SH   SOLE   664 0 0
MARCUS AND MILLICHAP INC COM 566324109 188 5,473 SH   SOLE   5,473 0 0
MERCER INTL INC COM 588056101 185 17,696 SH   SOLE   17,696 0 0
OSHKOSH CORP COM 688239201 182 2,968 SH   SOLE   2,968 0 0
SMART GLOBAL HLDGS INC SHS G8232Y101 179 6,041 SH   SOLE   6,041 0 0
INNOSPEC INC COM 45768S105 176 2,857 SH   SOLE   2,857 0 0
STAMPS INC COM NEW 852857200 176 1,130 SH   SOLE   1,130 0 0
SLEEP NUMBER CORP COM 83125X103 172 5,418 SH   SOLE   5,418 0 0
COMFORT SYS USA INC COM 199908104 172 3,931 SH   SOLE   3,931 0 0
CARDTRONICS PLC SHS CL A G1991C105 164 6,324 SH   SOLE   6,324 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 154 5,746 SH   SOLE   5,746 0 0
PROPETRO HLDG CORP COM 74347M108 142 11,508 SH   SOLE   11,508 0 0