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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 113,532 678,900 SH   SOLE   678,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 105,076 2,260,680 SH   SOLE   2,260,680 0 0
INFOSYS LTD SPONSORED ADR 456788108 85,713 7,538,500 SH   SOLE   7,538,500 0 0
NETEASE INC SPONSORED ADR 64110W102 65,560 246,300 SH   SOLE   246,300 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 30,758 370,000 SH   SOLE   370,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 27,902 3,128,000 SH   SOLE   3,128,000 0 0
JD COM INC SPON ADR CL A 47215P106 27,801 985,500 SH   SOLE   985,500 0 0
QUDIAN INC ADR 747798106 24,541 3,561,832 SH   SOLE   3,561,832 0 0
MICROSOFT CORP COM 594918104 23,267 167,350 SH   SOLE   167,350 0 0
ALPHABET INC CAP STK CL A 02079K305 20,510 16,796 SH   SOLE   16,796 0 0
APPLE INC COM 037833100 19,383 86,543 SH   SOLE   86,543 0 0
MASTERCARD INC CL A 57636Q104 17,842 65,700 SH   SOLE   65,700 0 0
AMAZON COM INC COM 023135106 16,451 9,477 SH   SOLE   9,477 0 0
COMCAST CORP NEW CL A SPL 20030N101 16,225 359,919 SH   SOLE   359,919 0 0
TRANSDIGM GROUP INC COM 893641100 15,985 30,700 SH   SOLE   30,700 0 0
MOMO INC ADR 60879B107 15,347 495,400 SH   SOLE   495,400 0 0
VISA INC COM CL A 92826C839 14,500 84,297 SH   SOLE   84,297 0 0
PROGRESSIVE CORP OHIO COM 743315103 14,353 185,800 SH   SOLE   185,800 0 0
CBRE GROUP INC CL A 12504L109 13,931 262,800 SH   SOLE   262,800 0 0
AFLAC INC COM 001055102 13,891 265,500 SH   SOLE   265,500 0 0
CDW CORP COM 12514G108 13,817 112,111 SH   SOLE   112,111 0 0
INGERSOLL-RAND PLC SHS G47791101 13,393 108,700 SH   SOLE   108,700 0 0
PRICE T ROWE GROUP INC COM 74144T108 12,122 106,100 SH   SOLE   106,100 0 0
LOCKHEED MARTIN CORP COM 539830109 11,897 30,500 SH   SOLE   30,500 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 11,722 56,800 SH   SOLE   56,800 0 0
BROADCOM INC COM 11135F101 11,590 41,981 SH   SOLE   41,981 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 11,104 189,000 SH   SOLE   189,000 0 0
AUTOZONE INC COM 053332102 10,553 9,730 SH   SOLE   9,730 0 0
ALLSTATE CORP COM 020002101 10,433 96,000 SH   SOLE   96,000 0 0
ISHARES TR MSCI INDIA ETF 46429B598 9,890 294,600 SH   SOLE   294,600 0 0
GALLAGHER ARTHUR J & CO COM 363576109 9,723 108,550 SH   SOLE   108,550 0 0
COPART INC COM 217204106 9,434 117,444 SH   SOLE   117,444 0 0
AMERICAN EXPRESS CO COM 025816109 9,309 78,700 SH   SOLE   78,700 0 0
AMETEK INC NEW COM 031100100 9,090 99,000 SH   SOLE   99,000 0 0
LPL FINL HLDGS INC COM 50212V100 8,722 106,500 SH   SOLE   106,500 0 0
HCA HOLDINGS INC COM 40412C101 8,670 72,000 SH   SOLE   72,000 0 0
CARLISE COS INC COM 142339100 8,456 58,100 SH   SOLE   58,100 0 0
EURONET WORLDWIDE INC COM 298736109 8,442 57,700 SH   SOLE   57,700 0 0
ARISTA NETWORKS INC COM 040413106 8,158 34,145 SH   SOLE   34,145 0 0
NVR INC COM 62944T105 8,067 2,170 SH   SOLE   2,170 0 0
DISCOVERY INC COM SER A 25470F104 7,941 298,200 SH   SOLE   298,200 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 7,739 75,627 SH   SOLE   75,627 0 0
BIOGEN IDEC INC COM 09062X103 7,730 33,200 SH   SOLE   33,200 0 0
SYNOPSYS INC COM 871607107 7,707 56,150 SH   SOLE   56,150 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,595 57,206 SH   SOLE   57,206 0 0
EMCOR GROUP INC COM 29084Q100 7,553 87,708 SH   SOLE   87,708 0 0
ANTHEM INC COM 036752103 6,807 28,350 SH   SOLE   28,350 0 0
CIGNA CORP NEW COM 125523100 6,603 43,500 SH   SOLE   43,500 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 6,445 29,657 SH   SOLE   29,657 0 0
ESSENT GROUP LTD COM G3198U102 6,334 132,877 SH   SOLE   132,877 0 0
PAYCOM SOFTWARE INC COM 70432V102 6,306 30,100 SH   SOLE   30,100 0 0
NICE LTD SPONSORED ADR 653656108 6,198 43,100 SH   SOLE   43,100 0 0
JP MORGAN CHASE & CO COM 46625H100 6,087 51,722 SH   SOLE   51,722 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 5,945 60,700 SH   SOLE   60,700 0 0
AARONS INC COM PAR $0.50 002535300 5,784 90,011 SH   SOLE   90,011 0 0
JOHNSON & JOHNSON COM 478160104 5,777 44,651 SH   SOLE   44,651 0 0
GARMIN LTD SHS H2906T109 5,420 64,000 SH   SOLE   64,000 0 0
GENERAC HLDGS INC COM 368736104 5,329 68,019 SH   SOLE   68,019 0 0
ALTICE USA INC CL A 02156K103 4,976 173,500 SH   SOLE   173,500 0 0
OLD DOMINION FGHT LINES INC COM 679580100 4,453 26,200 SH   SOLE   26,200 0 0
RADIAN GROUP INC COM 750236101 4,355 190,677 SH   SOLE   190,677 0 0
OSHKOSH CORP COM 688239201 4,091 53,968 SH   SOLE   53,968 0 0
ROPER INDS INC NEW COM 776696106 3,950 11,078 SH   SOLE   11,078 0 0
DISCOVER FINL SVCS COM 254709108 3,933 48,500 SH   SOLE   48,500 0 0
PACCAR INC COM 693718108 3,781 54,000 SH   SOLE   54,000 0 0
CELGEN CORP COM 151020104 3,773 38,000 SH   SOLE   38,000 0 0
FUNKO INC COM CL A 361008105 3,729 181,222 SH   SOLE   181,222 0 0
ORACLE CORP COM 68389X105 3,632 66,000 SH   SOLE   66,000 0 0
FACEBOOK INC CL A 30303M102 3,384 19,000 SH   SOLE   19,000 0 0
SNAP ON INC COM 833034101 3,162 20,200 SH   SOLE   20,200 0 0
ATKORE INTL GROUP INC COM 047649108 3,104 102,266 SH   SOLE   102,266 0 0
CIENA CORP COM NEW 171779309 2,981 76,000 SH   SOLE   76,000 0 0
GENTEX CORP COM 371901109 2,877 104,500 SH   SOLE   104,500 0 0
CENTENE CORP DEL COM 15135B101 2,821 65,200 SH   SOLE   65,200 0 0
HUBBELL INC COM 443510607 2,812 21,400 SH   SOLE   21,400 0 0
CUMMINS INC COM 231021106 2,798 17,200 SH   SOLE   17,200 0 0
CRANE CO COM 224399105 2,580 32,000 SH   SOLE   32,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,402 24,700 SH   SOLE   24,700 0 0
FERERAL SIGNAL CORP COM 313855108 2,354 71,909 SH   SOLE   71,909 0 0
INSTALLED BLDG PRODS INC COM 45780R101 2,337 40,751 SH   SOLE   40,751 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,289 11,900 SH   SOLE   11,900 0 0
NMI HLDGS INC CL A 629209305 2,213 84,283 SH   SOLE   84,283 0 0
FOX FACTORY HLDG CORP COM 35138V102 2,132 34,249 SH   SOLE   34,249 0 0
MGIC INVT CORP WIS COM 552848103 2,109 167,635 SH   SOLE   167,635 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,983 21,800 SH   SOLE   21,800 0 0