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 185,865 955,700 SH   SOLE   955,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 111,699 2,337,280 SH   SOLE   2,337,280 0 0
NETEASE INC SPONSORED ADR 64110W102 103,725 323,171 SH   SOLE   323,171 0 0
JD COM INC SPON ADR CL A 47215P106 60,928 1,504,400 SH   SOLE   1,504,400 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 53,017 3,402,900 SH   SOLE   3,402,900 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 41,250 381,100 SH   SOLE   381,100 0 0
INFOSYS LTD SPONSORED ADR 456788108 17,911 2,181,666 SH   SOLE   2,181,666 0 0
MOMO INC ADR 60879B107 14,485 667,800 SH   SOLE   667,800 0 0
MICROSOFT CORP COM 594918104 9,857 62,500 SH   SOLE   62,500 0 0
APPLE INC COM 037833100 9,202 36,187 SH   SOLE   36,187 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 8,596 200,000 SH   SOLE   200,000 0 0
ALPHABET INC CAP STK CL A 02079K305 6,355 5,469 SH   SOLE   5,469 0 0
MASTERCARD INC CL A 57636Q104 6,329 26,200 SH   SOLE   26,200 0 0
ALLSTATE CORP COM 020002101 4,770 52,000 SH   SOLE   52,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 4,654 83,500 SH   SOLE   83,500 0 0
ISHARES TR MSCI INDIA ETF 46429B598 4,342 180,100 SH   SOLE   180,100 0 0
LOCKHEED MARTIN CORP COM 539830109 4,339 12,800 SH   SOLE   12,800 0 0
JP MORGAN CHASE & CO COM 46625H100 4,337 48,172 SH   SOLE   48,172 0 0
BIOGEN IDEC INC COM 09062X103 4,334 13,700 SH   SOLE   13,700 0 0
PRICE T ROWE GROUP INC COM 74144T108 4,267 43,700 SH   SOLE   43,700 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 4,260 23,200 SH   SOLE   23,200 0 0
CDW CORP COM 12514G108 3,992 42,800 SH   SOLE   42,800 0 0
CBRE GROUP INC CL A 12504L109 3,628 96,200 SH   SOLE   96,200 0 0
COPART INC COM 217204106 3,162 46,144 SH   SOLE   46,144 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 3,156 12,657 SH   SOLE   12,657 0 0
VISA INC COM CL A 92826C839 3,029 18,797 SH   SOLE   18,797 0 0
CARLISE COS INC COM 142339100 2,982 23,800 SH   SOLE   23,800 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,912 34,800 SH   SOLE   34,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,745 22,567 SH   SOLE   22,567 0 0
LUMENTUM HLDGS INC COM 55024U109 2,646 35,901 SH   SOLE   35,901 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,543 31,200 SH   SOLE   31,200 0 0
CIGNA CORP NEW COM 125523100 2,392 13,500 SH   SOLE   13,500 0 0
D R HORTON INC COM 23331A109 2,380 70,000 SH   SOLE   70,000 0 0
HUBBELL INC COM 443510607 2,295 20,000 SH   SOLE   20,000 0 0
EMCOR GROUP INC COM 29084Q100 2,288 37,308 SH   SOLE   37,308 0 0
MCKESSON CORP COM 58155Q103 2,259 16,700 SH   SOLE   16,700 0 0
GENERAC HLDGS INC COM 368736104 2,233 23,969 SH   SOLE   23,969 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,218 24,700 SH   SOLE   24,700 0 0
DISCOVERY INC COM SER A 25470F104 2,191 112,700 SH   SOLE   112,700 0 0
NVR INC COM 62944T105 2,171 845 SH   SOLE   845 0 0
ABBVIE INC COM 00287Y109 2,133 28,000 SH   SOLE   28,000 0 0
STATE STR CORP COM 857477103 2,078 39,000 SH   SOLE   39,000 0 0
TRANSDIGM GROUP INC COM 893641100 2,017 6,300 SH   SOLE   6,300 0 0
APPLIED MATLS INC COM 038222105 1,970 43,000 SH   SOLE   43,000 0 0
LPL FINL HLDGS INC COM 50212V100 1,932 35,500 SH   SOLE   35,500 0 0
SYNOPSYS INC COM 871607107 1,867 14,500 SH   SOLE   14,500 0 0
SYNNEX CORP COM 87162W100 1,865 25,509 SH   SOLE   25,509 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,856 3,800 SH   SOLE   3,800 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,808 32,727 SH   SOLE   32,727 0 0
JAZZ PHARMACEUTICAL PLC SHS USD G50871105 1,795 18,000 SH   SOLE   18,000 0 0
BLACKROCK INC COM 09247X101 1,760 4,000 SH   SOLE   4,000 0 0
RADIAN GROUP INC COM 750236101 1,669 128,909 SH   SOLE   128,909 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,656 8,200 SH   SOLE   8,200 0 0
AMAZON COM INC COM 023135106 1,612 827 SH   SOLE   827 0 0
ANTHEM INC COM 036752103 1,612 7,100 SH   SOLE   7,100 0 0
OSHKOSH CORP COM 688239201 1,574 24,468 SH   SOLE   24,468 0 0
SLM CORP COM 78442P106 1,468 204,171 SH   SOLE   204,171 0 0
AUTOZONE INC COM 053332102 1,464 1,730 SH   SOLE   1,730 0 0
DECKERS OUTDOOR CORP COM 243537107 1,414 10,555 SH   SOLE   10,555 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,358 15,500 SH   SOLE   15,500 0 0
CIENA CORP COM NEW 171779309 1,354 34,000 SH   SOLE   34,000 0 0
AMERICAN EXPRESS CO COM 025816109 1,336 15,600 SH   SOLE   15,600 0 0
ALLIANCEBERNSTEIN HLDG LP UNIT LTD PARTN 01881G106 1,289 69,355 SH   SOLE   69,355 0 0
PACCAR INC COM 693718108 1,253 20,500 SH   SOLE   20,500 0 0
PULTE GROUP INC COM 745867101 1,228 55,000 SH   SOLE   55,000 0 0
JOHNSON & JOHNSON COM 478160104 1,220 9,300 SH   SOLE   9,300 0 0
FACEBOOK INC CL A 30303M102 1,168 7,000 SH   SOLE   7,000 0 0
COMCAST CORP NEW CL A SPL 20030N101 1,166 33,921 SH   SOLE   33,921 0 0
OLD DOMINION FGHT LINES INC COM 679580100 1,162 8,850 SH   SOLE   8,850 0 0
INTEL CORP COM 458140100 1,137 21,000 SH   SOLE   21,000 0 0
EQUITABLE HLDGS INC COM 29452E101 1,040 72,000 SH   SOLE   72,000 0 0
ATKORE INTL GROUP INC COM 047649108 1,017 48,266 SH   SOLE   48,266 0 0
ESSENT GROUP LTD COM G3198U102 1,010 38,338 SH   SOLE   38,338 0 0
GENTEX CORP COM 371901109 1,008 45,500 SH   SOLE   45,500 0 0
HCA HOLDINGS INC COM 40412C101 925 10,300 SH   SOLE   10,300 0 0
AMGEN INC COM 031162100 912 4,500 SH   SOLE   4,500 0 0
FERERAL SIGNAL CORP COM 313855108 911 33,409 SH   SOLE   33,409 0 0
GARMIN LTD SHS H2906T109 877 11,700 SH   SOLE   11,700 0 0
GLOBAL PMTS INC COM 37940X102 822 5,700 SH   SOLE   5,700 0 0
INSTALLED BLDG PRODS INC COM 45780R101 768 19,251 SH   SOLE   19,251 0 0
ONEMAIN HLDGS INC COM 68268W103 764 39,945 SH   SOLE   39,945 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 718 4,400 SH   SOLE   4,400 0 0
FOX FACTORY HLDG CORP COM 35138V102 682 16,249 SH   SOLE   16,249 0 0
RAYTHEON CO COM NEW 755111507 656 5,000 SH   SOLE   5,000 0 0
LITHIA MTRS INC CL A 536797103 618 7,551 SH   SOLE   7,551 0 0
BROADCOM INC COM 11135F101 611 2,579 SH   SOLE   2,579 0 0
ALLEGIANT TRAVEL CO COM 01748X102 560 6,840 SH   SOLE   6,840 0 0
MGIC INVT CORP WIS COM 552848103 535 84,327 SH   SOLE   84,327 0 0
CAPITAL ONE FINL CORP COM 14040H105 469 9,300 SH   SOLE   9,300 0 0
WESTERN ALLIANCE BANCORP COM 957638109 413 13,500 SH   SOLE   13,500 0 0