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 310,461 1,333,996 SH   SOLE   1,333,996 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 220,433 2,021,581 SH   SOLE   2,021,581 0 0
BAIDU INC SPON ADR REP A 056752108 87,793 406,000 SH   SOLE   406,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 80,431 4,745,166 SH   SOLE   4,745,166 0 0
JD COM INC SPON ADR CL A 47215P106 71,187 809,864 SH   SOLE   809,864 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 33,881 340,100 SH   SOLE   340,100 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 27,147 146,100 SH   SOLE   146,100 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 24,062 856,000 SH   SOLE   856,000 0 0
APPLE INC COM 037833100 13,899 104,748 SH   SOLE   104,748 0 0
MICROSOFT CORP COM 594918104 10,498 47,200 SH   SOLE   47,200 0 0
ALPHABET INC CAP STK CL A 02079K305 9,235 5,269 SH   SOLE   5,269 0 0
AMAZON COM INC COM 023135106 8,230 2,527 SH   SOLE   2,527 0 0
QIAGEN NV SHS NEW N72482123 8,001 151,400 SH   SOLE   151,400 0 0
FACEBOOK INC CL A 30303M102 6,966 25,500 SH   SOLE   25,500 0 0
PRICE T ROWE GROUP INC COM 74144T108 4,981 32,900 SH   SOLE   32,900 0 0
NETEASE INC SPONSORED ADR 64110W102 4,234 44,205 SH   SOLE   44,205 0 0
GARMIN LTD SHS H2906T109 4,092 34,200 SH   SOLE   34,200 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 3,943 34,200 SH   SOLE   34,200 0 0
ABBVIE INC COM 00287Y109 3,868 36,100 SH   SOLE   36,100 0 0
LOWES COS INC COM 548661107 3,644 22,700 SH   SOLE   22,700 0 0
D R HORTON INC COM 23331A109 3,542 51,400 SH   SOLE   51,400 0 0
DOLLAR GEN CORP NEW COM 256677105 3,386 16,100 SH   SOLE   16,100 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,354 7,200 SH   SOLE   7,200 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 3,152 48,029 SH   SOLE   48,029 0 0
GENERAC HLDGS INC COM 368736104 3,124 13,736 SH   SOLE   13,736 0 0
MCKESSON CORP COM 58155Q103 3,026 17,400 SH   SOLE   17,400 0 0
JP MORGAN CHASE & CO COM 46625H100 3,008 23,672 SH   SOLE   23,672 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 2,931 8,357 SH   SOLE   8,357 0 0
DISCOVER FINL SVCS COM 254709108 2,852 31,500 SH   SOLE   31,500 0 0
LOCKHEED MARTIN CORP COM 539830109 2,804 7,900 SH   SOLE   7,900 0 0
BLACKROCK INC COM 09247X101 2,778 3,850 SH   SOLE   3,850 0 0
UNITED THERAPEUTICS CORP COM 91307C102 2,766 18,225 SH   SOLE   18,225 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 2,729 7,100 SH   SOLE   7,100 0 0
APPLIED MATLS INC COM 038222105 2,632 30,500 SH   SOLE   30,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,511 20,300 SH   SOLE   20,300 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,297 14,700 SH   SOLE   14,700 0 0
DECKERS OUTDOOR CORP COM 243537107 2,224 7,755 SH   SOLE   7,755 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 2,205 43,800 SH   SOLE   43,800 0 0
STATE STR CORP COM 857477103 2,111 29,000 SH   SOLE   29,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,059 33,200 SH   SOLE   33,200 0 0
ALLSTATE CORP COM 020002101 2,023 18,400 SH   SOLE   18,400 0 0
INSTALLED BLDG PRODS INC COM 45780R101 2,013 19,751 SH   SOLE   19,751 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,946 4,300 SH   SOLE   4,300 0 0
TERADYNE INC COM 880770102 1,894 15,800 SH   SOLE   15,800 0 0
SYNOPSYS INC COM 871607107 1,867 7,200 SH   SOLE   7,200 0 0
ALLIANCEBERNSTEIN HLDG LP UNIT LTD PARTN 01881G106 1,812 53,655 SH   SOLE   53,655 0 0
CIGNA CORP NEW COM 125523100 1,811 8,700 SH   SOLE   8,700 0 0
NIKE INC CL B 654106103 1,768 12,500 SH   SOLE   12,500 0 0
HOLOGIC INC COM 436440101 1,719 23,600 SH   SOLE   23,600 0 0
UNITED RENTALS INC COM 911363109 1,716 7,400 SH   SOLE   7,400 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,713 7,709 SH   SOLE   7,709 0 0
JOHNSON & JOHNSON COM 478160104 1,684 10,700 SH   SOLE   10,700 0 0
NVR INC COM 62944T105 1,673 410 SH   SOLE   410 0 0
ANTHEM INC COM 036752103 1,670 5,200 SH   SOLE   5,200 0 0
EMCOR GROUP INC COM 29084Q100 1,563 17,091 SH   SOLE   17,091 0 0
BERRY PLASTICS GROUP INC COM 08579W103 1,534 27,300 SH   SOLE   27,300 0 0
KLA-TENCOR CORP COM 482480100 1,528 5,900 SH   SOLE   5,900 0 0
TARGET CORP COM 87612E106 1,501 8,500 SH   SOLE   8,500 0 0
AUTOZONE INC COM 053332102 1,458 1,230 SH   SOLE   1,230 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 1,401 14,807 SH   SOLE   14,807 0 0
FACTSET RESH SYS INC COM 303075105 1,397 4,200 SH   SOLE   4,200 0 0
S&P GLOBAL INC COM 78409V104 1,381 4,200 SH   SOLE   4,200 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,329 11,100 SH   SOLE   11,100 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,304 2,700 SH   SOLE   2,700 0 0
PERKINELMER INC COM 714046109 1,248 8,700 SH   SOLE   8,700 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,149 4,400 SH   SOLE   4,400 0 0
BROADCOM INC COM 11135F101 1,129 2,579 SH   SOLE   2,579 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,097 54,600 SH   SOLE   54,600 0 0
PACCAR INC COM 693718108 949 11,000 SH   SOLE   11,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 948 9,700 SH   SOLE   9,700 0 0
DISCOVERY INC COM SER A 25470F104 942 31,300 SH   SOLE   31,300 0 0
COMCAST CORP NEW CL A SPL 20030N101 913 17,421 SH   SOLE   17,421 0 0
ADVANCED ENERGY INDS COM 007973100 898 9,258 SH   SOLE   9,258 0 0
MONSTER BEVERAGE CORP COM 61174X109 879 9,500 SH   SOLE   9,500 0 0
OLD DOMINION FGHT LINES INC COM 679580100 869 4,450 SH   SOLE   4,450 0 0
ADDUS HOMECARE CORP COM 006739106 865 7,384 SH   SOLE   7,384 0 0
FOX FACTORY HLDG CORP COM 35138V102 847 8,008 SH   SOLE   8,008 0 0
PROG HOLDINGS INC COM NPV 74319R101 833 15,471 SH   SOLE   15,471 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 827 3,500 SH   SOLE   3,500 0 0
TEMPUR PEDIC INTL INC COM 88023U101 818 30,288 SH   SOLE   30,288 0 0
WESTERN ALLIANCE BANCORP COM 957638109 809 13,500 SH   SOLE   13,500 0 0
EBAY INC COM 278642103 804 16,000 SH   SOLE   16,000 0 0
EQUITABLE HLDGS INC COM 29452E101 768 30,000 SH   SOLE   30,000 0 0
AUTONATION INC COM 05329W102 722 10,340 SH   SOLE   10,340 0 0
LUMENTUM HLDGS INC COM 55024U109 711 7,501 SH   SOLE   7,501 0 0
MKS INSTRUMENT INC COM 55306N104 677 4,500 SH   SOLE   4,500 0 0
TRACTOR SUPPLY CO COM 892356106 675 4,800 SH   SOLE   4,800 0 0
QORVO INC COM 74736K101 665 4,000 SH   SOLE   4,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 553 17,000 SH   SOLE   17,000 0 0
AMGEN INC COM 031162100 506 2,200 SH   SOLE   2,200 0 0
PULTE GROUP INC COM 745867101 500 11,600 SH   SOLE   11,600 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 448 5,000 SH   SOLE   5,000 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 291 1,343 SH   SOLE   1,343 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 219 5,366 SH   SOLE   5,366 0 0
ALTRA INDL MOTION CORP COM 02208R106 206 3,725 SH   SOLE   3,725 0 0
LITHIA MTRS INC CL A 536797103 204 698 SH   SOLE   698 0 0