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 195,047 919,600 SH   SOLE   919,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 135,540 2,332,880 SH   SOLE   2,332,880 0 0
NETEASE INC SPONSORED ADR 64110W102 102,102 332,971 SH   SOLE   332,971 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 45,979 3,244,800 SH   SOLE   3,244,800 0 0
INFOSYS LTD SPONSORED ADR 456788108 41,995 4,069,266 SH   SOLE   4,069,266 0 0
JD COM INC SPON ADR CL A 47215P106 40,053 1,136,900 SH   SOLE   1,136,900 0 0
APPLE INC COM 037833100 27,939 95,143 SH   SOLE   95,143 0 0
MICROSOFT CORP COM 594918104 26,391 167,350 SH   SOLE   167,350 0 0
ALPHABET INC CAP STK CL A 02079K305 22,496 16,796 SH   SOLE   16,796 0 0
MASTERCARD INC CL A 57636Q104 19,617 65,700 SH   SOLE   65,700 0 0
MOMO INC ADR 60879B107 17,678 527,700 SH   SOLE   527,700 0 0
COMCAST CORP NEW CL A SPL 20030N101 16,186 359,919 SH   SOLE   359,919 0 0
CBRE GROUP INC CL A 12504L109 16,107 262,800 SH   SOLE   262,800 0 0
CDW CORP COM 12514G108 14,814 103,711 SH   SOLE   103,711 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 14,509 56,800 SH   SOLE   56,800 0 0
JP MORGAN CHASE & CO COM 46625H100 14,166 101,622 SH   SOLE   101,622 0 0
ALLSTATE CORP COM 020002101 14,079 125,200 SH   SOLE   125,200 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 13,283 200,800 SH   SOLE   200,800 0 0
PRICE T ROWE GROUP INC COM 74144T108 12,927 106,100 SH   SOLE   106,100 0 0
LOCKHEED MARTIN CORP COM 539830109 12,382 31,800 SH   SOLE   31,800 0 0
VISA INC COM CL A 92826C839 12,269 65,297 SH   SOLE   65,297 0 0
AUTOZONE INC COM 053332102 11,591 9,730 SH   SOLE   9,730 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 11,586 180,500 SH   SOLE   180,500 0 0
COPART INC COM 217204106 10,680 117,444 SH   SOLE   117,444 0 0
AMETEK INC NEW COM 031100100 9,874 99,000 SH   SOLE   99,000 0 0
BIOGEN IDEC INC COM 09062X103 9,851 33,200 SH   SOLE   33,200 0 0
DISCOVERY INC COM SER A 25470F104 9,763 298,200 SH   SOLE   298,200 0 0
CARLISE COS INC COM 142339100 9,403 58,100 SH   SOLE   58,100 0 0
EURONET WORLDWIDE INC COM 298736109 9,091 57,700 SH   SOLE   57,700 0 0
BROADCOM INC COM 11135F101 8,811 27,881 SH   SOLE   27,881 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 8,719 29,657 SH   SOLE   29,657 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 8,693 84,700 SH   SOLE   84,700 0 0
TRANSDIGM GROUP INC COM 893641100 8,680 15,500 SH   SOLE   15,500 0 0
D R HORTON INC COM 23331A109 8,546 162,000 SH   SOLE   162,000 0 0
INGERSOLL-RAND PLC SHS G47791101 8,520 64,100 SH   SOLE   64,100 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 8,387 75,027 SH   SOLE   75,027 0 0
SYNNEX CORP COM 87162W100 8,347 64,809 SH   SOLE   64,809 0 0
NVR INC COM 62944T105 8,264 2,170 SH   SOLE   2,170 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,957 57,206 SH   SOLE   57,206 0 0
ISHARES TR MSCI INDIA ETF 46429B598 7,737 220,100 SH   SOLE   220,100 0 0
EMCOR GROUP INC COM 29084Q100 7,569 87,708 SH   SOLE   87,708 0 0
LPL FINL HLDGS INC COM 50212V100 7,518 81,500 SH   SOLE   81,500 0 0
HUBBELL INC COM 443510607 7,376 49,900 SH   SOLE   49,900 0 0
GALLAGHER ARTHUR J & CO COM 363576109 7,290 76,550 SH   SOLE   76,550 0 0
RADIAN GROUP INC COM 750236101 7,168 284,909 SH   SOLE   284,909 0 0
AFLAC INC COM 001055102 7,168 135,500 SH   SOLE   135,500 0 0
CIGNA CORP NEW COM 125523100 7,157 35,000 SH   SOLE   35,000 0 0
AARONS INC COM PAR $0.50 002535300 7,065 123,711 SH   SOLE   123,711 0 0
ESSENT GROUP LTD COM G3198U102 6,908 132,877 SH   SOLE   132,877 0 0
JAZZ PHARMACEUTICAL PLC SHS USD G50871105 6,762 45,300 SH   SOLE   45,300 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 6,565 60,700 SH   SOLE   60,700 0 0
ANTHEM INC COM 036752103 6,388 21,150 SH   SOLE   21,150 0 0
GARMIN LTD SHS H2906T109 6,244 64,000 SH   SOLE   64,000 0 0
GENERAC HLDGS INC COM 368736104 5,932 58,969 SH   SOLE   58,969 0 0
NMI HLDGS INC CL A 629209305 5,451 164,283 SH   SOLE   164,283 0 0
SYNOPSYS INC COM 871607107 5,366 38,550 SH   SOLE   38,550 0 0
OSHKOSH CORP COM 688239201 5,108 53,968 SH   SOLE   53,968 0 0
OLD DOMINION FGHT LINES INC COM 679580100 4,972 26,200 SH   SOLE   26,200 0 0
PAYCOM SOFTWARE INC COM 70432V102 4,872 18,400 SH   SOLE   18,400 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 4,790 40,000 SH   SOLE   40,000 0 0
AMERICAN EXPRESS CO COM 025816109 4,706 37,800 SH   SOLE   37,800 0 0
AXA EQUITABLE HKDGS INC COM 054561105 4,631 186,900 SH   SOLE   186,900 0 0
PACCAR INC COM 693718108 4,271 54,000 SH   SOLE   54,000 0 0
ONEMAIN HLDGS INC COM 68268W103 4,255 100,945 SH   SOLE   100,945 0 0
AMAZON COM INC COM 023135106 4,208 2,277 SH   SOLE   2,277 0 0
ATKORE INTL GROUP INC COM 047649108 4,138 102,266 SH   SOLE   102,266 0 0
DISCOVER FINL SVCS COM 254709108 4,114 48,500 SH   SOLE   48,500 0 0
FACEBOOK INC CL A 30303M102 3,900 19,000 SH   SOLE   19,000 0 0
HCA HOLDINGS INC COM 40412C101 3,518 23,800 SH   SOLE   23,800 0 0
SNAP ON INC COM 833034101 3,422 20,200 SH   SOLE   20,200 0 0
INTEL CORP COM 458140100 3,411 57,000 SH   SOLE   57,000 0 0
CIENA CORP COM NEW 171779309 3,244 76,000 SH   SOLE   76,000 0 0
JOHNSON & JOHNSON COM 478160104 3,095 21,219 SH   SOLE   21,219 0 0
GENTEX CORP COM 371901109 3,028 104,500 SH   SOLE   104,500 0 0
RAYTHEON CO COM NEW 755111507 2,988 13,600 SH   SOLE   13,600 0 0
INSTALLED BLDG PRODS INC COM 45780R101 2,807 40,751 SH   SOLE   40,751 0 0
ALLEGIANT TRAVEL CO COM 01748X102 2,792 16,040 SH   SOLE   16,040 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,506 11,900 SH   SOLE   11,900 0 0
MGIC INVT CORP WIS COM 552848103 2,470 174,327 SH   SOLE   174,327 0 0
FOX FACTORY HLDG CORP COM 35138V102 2,383 34,249 SH   SOLE   34,249 0 0
LITHIA MTRS INC CL A 536797103 2,330 15,851 SH   SOLE   15,851 0 0
FERERAL SIGNAL CORP COM 313855108 2,319 71,909 SH   SOLE   71,909 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,243 21,800 SH   SOLE   21,800 0 0
AMGEN INC COM 031162100 2,194 9,100 SH   SOLE   9,100 0 0
ABBVIE INC COM 00287Y109 2,125 24,000 SH   SOLE   24,000 0 0
PULTE GROUP INC COM 745867101 1,998 51,500 SH   SOLE   51,500 0 0
AMEDISYS INC COM 023436108 218 1,306 SH   SOLE   1,306 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 212 1,743 SH   SOLE   1,743 0 0
FIRST DEFIANCE FINL CORP COM 32006W106 207 6,567 SH   SOLE   6,567 0 0
CHIMERA INVT CORP COM NEW 16934Q208 205 9,986 SH   SOLE   9,986 0 0