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 287,561 1,268,296 SH   SOLE   1,268,296 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 199,465 1,686,381 SH   SOLE   1,686,381 0 0
INFOSYS LTD SPONSORED ADR 456788108 103,871 5,548,666 SH   SOLE   5,548,666 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 59,699 1,999,300 SH   SOLE   1,999,300 0 0
BAIDU INC SPON ADR REP A 056752108 54,562 250,800 SH   SOLE   250,800 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 33,325 357,300 SH   SOLE   357,300 0 0
JD COM INC SPON ADR CL A 47215P106 27,871 330,504 SH   SOLE   330,504 0 0
APPLE INC COM 037833100 12,416 101,648 SH   SOLE   101,648 0 0
ALPHABET INC CAP STK CL A 02079K305 11,796 5,719 SH   SOLE   5,719 0 0
MICROSOFT CORP COM 594918104 10,822 45,900 SH   SOLE   45,900 0 0
AMAZON COM INC COM 023135106 7,509 2,427 SH   SOLE   2,427 0 0
FACEBOOK INC CL A 30303M102 7,245 24,600 SH   SOLE   24,600 0 0
PRICE T ROWE GROUP INC COM 74144T108 5,405 31,500 SH   SOLE   31,500 0 0
NETEASE INC SPONSORED ADR 64110W102 4,565 44,205 SH   SOLE   44,205 0 0
D R HORTON INC COM 23331A109 4,403 49,400 SH   SOLE   49,400 0 0
GARMIN LTD SHS H2906T109 4,338 32,900 SH   SOLE   32,900 0 0
QIAGEN NV SHS NEW N72482123 4,285 88,000 SH   SOLE   88,000 0 0
LOWES COS INC COM 548661107 4,127 21,700 SH   SOLE   21,700 0 0
APPLIED MATLS INC COM 038222105 3,888 29,100 SH   SOLE   29,100 0 0
ABBVIE INC COM 00287Y109 3,679 34,000 SH   SOLE   34,000 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 3,663 32,800 SH   SOLE   32,800 0 0
JP MORGAN CHASE & CO COM 46625H100 3,527 23,172 SH   SOLE   23,172 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 3,251 6,700 SH   SOLE   6,700 0 0
MCKESSON CORP COM 58155Q103 3,218 16,500 SH   SOLE   16,500 0 0
GENERAC HLDGS INC COM 368736104 3,176 9,700 SH   SOLE   9,700 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,103 6,800 SH   SOLE   6,800 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 2,953 44,158 SH   SOLE   44,158 0 0
UNITED THERAPEUTICS CORP COM 91307C102 2,948 17,625 SH   SOLE   17,625 0 0
DISCOVER FINL SVCS COM 254709108 2,888 30,400 SH   SOLE   30,400 0 0
BLACKROCK INC COM 09247X101 2,752 3,650 SH   SOLE   3,650 0 0
DECKERS OUTDOOR CORP COM 243537107 2,463 7,455 SH   SOLE   7,455 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,383 19,100 SH   SOLE   19,100 0 0
STATE STR CORP COM 857477103 2,344 27,900 SH   SOLE   27,900 0 0
UNITED RENTALS INC COM 911363109 2,338 7,100 SH   SOLE   7,100 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 2,254 6,057 SH   SOLE   6,057 0 0
HOLOGIC INC COM 436440101 2,217 29,800 SH   SOLE   29,800 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 2,165 41,500 SH   SOLE   41,500 0 0
INSTALLED BLDG PRODS INC COM 45780R101 2,090 18,851 SH   SOLE   18,851 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,080 4,100 SH   SOLE   4,100 0 0
ALLIANCEBERNSTEIN HLDG LP UNIT LTD PARTN 01881G106 2,078 51,955 SH   SOLE   51,955 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,039 32,300 SH   SOLE   32,300 0 0
LOCKHEED MARTIN CORP COM 539830109 1,995 5,400 SH   SOLE   5,400 0 0
CIGNA CORP NEW COM 125523100 1,982 8,200 SH   SOLE   8,200 0 0
WESTERN ALLIANCE BANCORP COM 957638109 1,936 20,500 SH   SOLE   20,500 0 0
NVR INC COM 62944T105 1,931 410 SH   SOLE   410 0 0
KLA-TENCOR CORP COM 482480100 1,850 5,600 SH   SOLE   5,600 0 0
TEMPUR PEDIC INTL INC COM 88023U101 1,842 50,388 SH   SOLE   50,388 0 0
TERADYNE INC COM 880770102 1,813 14,900 SH   SOLE   14,900 0 0
ANTHEM INC COM 036752103 1,795 5,000 SH   SOLE   5,000 0 0
EMCOR GROUP INC COM 29084Q100 1,740 15,515 SH   SOLE   15,515 0 0
DOLLAR GEN CORP NEW COM 256677105 1,682 8,300 SH   SOLE   8,300 0 0
JOHNSON & JOHNSON COM 478160104 1,676 10,200 SH   SOLE   10,200 0 0
NIKE INC CL B 654106103 1,661 12,500 SH   SOLE   12,500 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,614 10,600 SH   SOLE   10,600 0 0
BERRY PLASTICS GROUP INC COM 08579W103 1,609 26,200 SH   SOLE   26,200 0 0
TARGET CORP COM 87612E106 1,604 8,100 SH   SOLE   8,100 0 0
AUTOZONE INC COM 053332102 1,587 1,130 SH   SOLE   1,130 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,561 7,409 SH   SOLE   7,409 0 0
S&P GLOBAL INC COM 78409V104 1,482 4,200 SH   SOLE   4,200 0 0
MALIBU BOATS INC COM CL A 56117J100 1,423 17,860 SH   SOLE   17,860 0 0
DISCOVERY INC COM SER A 25470F104 1,360 31,300 SH   SOLE   31,300 0 0
FACTSET RESH SYS INC COM 303075105 1,296 4,200 SH   SOLE   4,200 0 0
QORVO INC COM 74736K101 1,242 6,800 SH   SOLE   6,800 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,230 2,600 SH   SOLE   2,600 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,216 4,400 SH   SOLE   4,400 0 0
BROADCOM INC COM 11135F101 1,196 2,579 SH   SOLE   2,579 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,177 7,700 SH   SOLE   7,700 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,145 9,700 SH   SOLE   9,700 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 1,078 12,900 SH   SOLE   12,900 0 0
THOR INDS INC COM 885160101 1,078 8,000 SH   SOLE   8,000 0 0
PACCAR INC COM 693718108 1,022 11,000 SH   SOLE   11,000 0 0
MOELIS & CO CL A 60786M105 986 17,967 SH   SOLE   17,967 0 0
EBAY INC COM 278642103 980 16,000 SH   SOLE   16,000 0 0
EQUITABLE HLDGS INC COM 29452E101 979 30,000 SH   SOLE   30,000 0 0
ALLSTATE CORP COM 020002101 977 8,500 SH   SOLE   8,500 0 0
OLD DOMINION FGHT LINES INC COM 679580100 950 3,950 SH   SOLE   3,950 0 0
COMCAST CORP NEW CL A SPL 20030N101 943 17,421 SH   SOLE   17,421 0 0
ADVANCED ENERGY INDS COM 007973100 923 8,458 SH   SOLE   8,458 0 0
FOX FACTORY HLDG CORP COM 35138V102 916 7,208 SH   SOLE   7,208 0 0
AUTONATION INC COM 05329W102 880 9,440 SH   SOLE   9,440 0 0
MONSTER BEVERAGE CORP COM 61174X109 865 9,500 SH   SOLE   9,500 0 0
POLARIS INDS INC COM 731068102 801 6,000 SH   SOLE   6,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 799 30,000 SH   SOLE   30,000 0 0
SYNOPSYS INC COM 871607107 793 3,200 SH   SOLE   3,200 0 0
TRACTOR SUPPLY CO COM 892356106 761 4,300 SH   SOLE   4,300 0 0
MKS INSTRUMENT INC COM 55306N104 742 4,000 SH   SOLE   4,000 0 0
PERKINELMER INC COM 714046109 718 5,600 SH   SOLE   5,600 0 0
PATRICK INDS INC COM 703343103 717 8,441 SH   SOLE   8,441 0 0
GENTEX CORP COM 371901109 699 19,600 SH   SOLE   19,600 0 0
PERFICIENT INC COM 71375U101 676 11,517 SH   SOLE   11,517 0 0
PROG HOLDINGS INC COM NPV 74319R101 670 15,471 SH   SOLE   15,471 0 0
LUMENTUM HLDGS INC COM 55024U109 621 6,801 SH   SOLE   6,801 0 0
CBRE GROUP INC CL A 12504L109 578 7,300 SH   SOLE   7,300 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 569 3,100 SH   SOLE   3,100 0 0
ADDUS HOMECARE CORP COM 006739106 565 5,400 SH   SOLE   5,400 0 0
PULTE GROUP INC COM 745867101 540 10,300 SH   SOLE   10,300 0 0
AMGEN INC COM 031162100 498 2,000 SH   SOLE   2,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 470 15,100 SH   SOLE   15,100 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 418 4,500 SH   SOLE   4,500 0 0
NAVIENT CORPORATION COM 63938C108 384 26,817 SH   SOLE   26,817 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 316 1,343 SH   SOLE   1,343 0 0
CUSTOMERS BANCORP INC COM 23204G100 289 9,082 SH   SOLE   9,082 0 0
ATKORE INTL GROUP INC COM 047649108 274 3,814 SH   SOLE   3,814 0 0
LITHIA MTRS INC CL A 536797103 272 698 SH   SOLE   698 0 0
LOUISIANA PAC CORP COM 546347105 271 4,887 SH   SOLE   4,887 0 0
KULICKE & SOFFA INDS INC COM 501242101 262 5,325 SH   SOLE   5,325 0 0
SLEEP NUMBER CORP COM 83125X103 261 1,818 SH   SOLE   1,818 0 0
UFP INDUSTRIES INC COM 90278Q108 255 3,368 SH   SOLE   3,368 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 242 5,366 SH   SOLE   5,366 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 241 1,227 SH   SOLE   1,227 0 0
PROPETRO HLDG CORP COM 74347M108 220 20,648 SH   SOLE   20,648 0 0
KFORCE INC COM 493732101 209 3,905 SH   SOLE   3,905 0 0
TIMKEN CO COM 887389104 207 2,547 SH   SOLE   2,547 0 0
SLM CORP COM 78442P106 204 11,371 SH   SOLE   11,371 0 0