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 246,577 1,087,296 SH   SOLE   1,087,296 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 201,085 1,673,481 SH   SOLE   1,673,481 0 0
INFOSYS LTD SPONSORED ADR 456788108 117,080 5,525,266 SH   SOLE   5,525,266 0 0
BAIDU INC SPON ADR REP A 056752108 54,971 269,600 SH   SOLE   269,600 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 43,672 2,174,900 SH   SOLE   2,174,900 0 0
ALPHABET INC CAP STK CL A 02079K305 13,965 5,719 SH   SOLE   5,719 0 0
APPLE INC COM 037833100 13,922 101,648 SH   SOLE   101,648 0 0
MICROSOFT CORP COM 594918104 13,355 49,300 SH   SOLE   49,300 0 0
FACEBOOK INC CL A 30303M102 8,554 24,600 SH   SOLE   24,600 0 0
AMAZON COM INC COM 023135106 8,349 2,427 SH   SOLE   2,427 0 0
PRICE T ROWE GROUP INC COM 74144T108 6,236 31,500 SH   SOLE   31,500 0 0
NETEASE INC SPONSORED ADR 64110W102 5,095 44,205 SH   SOLE   44,205 0 0
GARMIN LTD SHS H2906T109 4,759 32,900 SH   SOLE   32,900 0 0
D R HORTON INC COM 23331A109 4,464 49,400 SH   SOLE   49,400 0 0
JP MORGAN CHASE & CO COM 46625H100 4,460 28,672 SH   SOLE   28,672 0 0
LOWES COS INC COM 548661107 4,209 21,700 SH   SOLE   21,700 0 0
APPLIED MATLS INC COM 038222105 4,144 29,100 SH   SOLE   29,100 0 0
GENERAC HLDGS INC COM 368736104 4,027 9,700 SH   SOLE   9,700 0 0
ABBVIE INC COM 00287Y109 3,830 34,000 SH   SOLE   34,000 0 0
DISCOVER FINL SVCS COM 254709108 3,596 30,400 SH   SOLE   30,400 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 3,548 6,700 SH   SOLE   6,700 0 0
UNITED THERAPEUTICS CORP COM 91307C102 3,366 18,760 SH   SOLE   18,760 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 3,241 27,300 SH   SOLE   27,300 0 0
BLACKROCK INC COM 09247X101 3,194 3,650 SH   SOLE   3,650 0 0
MCKESSON CORP COM 58155Q103 3,155 16,500 SH   SOLE   16,500 0 0
DECKERS OUTDOOR CORP COM 243537107 2,863 7,455 SH   SOLE   7,455 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,775 5,500 SH   SOLE   5,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,676 19,100 SH   SOLE   19,100 0 0
ALLIANCEBERNSTEIN HLDG LP UNIT LTD PARTN 01881G106 2,513 53,976 SH   SOLE   53,976 0 0
TARGET CORP COM 87612E106 2,442 10,100 SH   SOLE   10,100 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 2,425 6,057 SH   SOLE   6,057 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,321 4,100 SH   SOLE   4,100 0 0
STATE STR CORP COM 857477103 2,296 27,900 SH   SOLE   27,900 0 0
UNITED RENTALS INC COM 911363109 2,265 7,100 SH   SOLE   7,100 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,158 32,300 SH   SOLE   32,300 0 0
EMCOR GROUP INC COM 29084Q100 2,060 16,726 SH   SOLE   16,726 0 0
LOCKHEED MARTIN CORP COM 539830109 2,043 5,400 SH   SOLE   5,400 0 0
NVR INC COM 62944T105 2,039 410 SH   SOLE   410 0 0
TERADYNE INC COM 880770102 1,996 14,900 SH   SOLE   14,900 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,982 39,000 SH   SOLE   39,000 0 0
NIKE INC CL B 654106103 1,931 12,500 SH   SOLE   12,500 0 0
ANTHEM INC COM 036752103 1,909 5,000 SH   SOLE   5,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 1,903 20,500 SH   SOLE   20,500 0 0
KLA-TENCOR CORP COM 482480100 1,816 5,600 SH   SOLE   5,600 0 0
DOLLAR GEN CORP NEW COM 256677105 1,796 8,300 SH   SOLE   8,300 0 0
S&P GLOBAL INC COM 78409V104 1,724 4,200 SH   SOLE   4,200 0 0
BERRY PLASTICS GROUP INC COM 08579W103 1,709 26,200 SH   SOLE   26,200 0 0
AUTOZONE INC COM 053332102 1,686 1,130 SH   SOLE   1,130 0 0
JOHNSON & JOHNSON COM 478160104 1,680 10,200 SH   SOLE   10,200 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,600 10,600 SH   SOLE   10,600 0 0
CIGNA CORP NEW COM 125523100 1,565 6,600 SH   SOLE   6,600 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,452 2,600 SH   SOLE   2,600 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,415 7,700 SH   SOLE   7,700 0 0
FACTSET RESH SYS INC COM 303075105 1,410 4,200 SH   SOLE   4,200 0 0
INSTALLED BLDG PRODS INC COM 45780R101 1,377 11,251 SH   SOLE   11,251 0 0
TEMPUR PEDIC INTL INC COM 88023U101 1,348 34,388 SH   SOLE   34,388 0 0
QORVO INC COM 74736K101 1,330 6,800 SH   SOLE   6,800 0 0
MALIBU BOATS INC COM CL A 56117J100 1,310 17,860 SH   SOLE   17,860 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,297 4,400 SH   SOLE   4,400 0 0
MOELIS & CO CL A 60786M105 1,272 22,359 SH   SOLE   22,359 0 0
BROADCOM INC COM 11135F101 1,230 2,579 SH   SOLE   2,579 0 0
LANDSTAR SYS INC COM 515098101 1,138 7,200 SH   SOLE   7,200 0 0
EBAY INC COM 278642103 1,123 16,000 SH   SOLE   16,000 0 0
FOX FACTORY HLDG CORP COM 35138V102 1,122 7,208 SH   SOLE   7,208 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,114 8,800 SH   SOLE   8,800 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,111 9,700 SH   SOLE   9,700 0 0
ALLSTATE CORP COM 020002101 1,109 8,500 SH   SOLE   8,500 0 0
PERFICIENT INC COM 71375U101 1,105 13,736 SH   SOLE   13,736 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 1,049 17,000 SH   SOLE   17,000 0 0
AUTONATION INC COM 05329W102 1,020 10,756 SH   SOLE   10,756 0 0
OLD DOMINION FGHT LINES INC COM 679580100 1,003 3,950 SH   SOLE   3,950 0 0
HOULIHAN LOKEY INC CL A 441593100 995 12,166 SH   SOLE   12,166 0 0
COMCAST CORP NEW CL A SPL 20030N101 993 17,421 SH   SOLE   17,421 0 0
LGI HOMES INC COM 50187T106 988 6,098 SH   SOLE   6,098 0 0
PACCAR INC COM 693718108 982 11,000 SH   SOLE   11,000 0 0
DISCOVERY INC COM SER A 25470F104 960 31,300 SH   SOLE   31,300 0 0
BRUNSWICK CORP COM 117043109 959 9,629 SH   SOLE   9,629 0 0
EQUITABLE HLDGS INC COM 29452E101 914 30,000 SH   SOLE   30,000 0 0
THOR INDS INC COM 885160101 904 8,000 SH   SOLE   8,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 882 22,728 SH   SOLE   22,728 0 0
FIDELITY NATIONAL FINANCIAL COM 31620R303 869 20,000 SH   SOLE   20,000 0 0
HELEN OF TROY CORP LTD COM G4388N106 868 4,000 SH   SOLE   4,000 0 0
MONSTER BEVERAGE CORP COM 61174X109 868 9,500 SH   SOLE   9,500 0 0
PERKINELMER INC COM 714046109 865 5,600 SH   SOLE   5,600 0 0
POLARIS INDS INC COM 731068102 822 6,000 SH   SOLE   6,000 0 0
UFP INDUSTRIES INC COM 90278Q108 815 10,968 SH   SOLE   10,968 0 0
TRACTOR SUPPLY CO COM 892356106 800 4,300 SH   SOLE   4,300 0 0
HOLOGIC INC COM 436440101 767 11,500 SH   SOLE   11,500 0 0
SPROUTS FMRS MKT INC COM 85208M102 746 30,000 SH   SOLE   30,000 0 0
PROG HOLDINGS INC COM NPV 74319R101 745 15,471 SH   SOLE   15,471 0 0
BLACKSTONE GROUP INC COM 09260D107 729 7,500 SH   SOLE   7,500 0 0
STEEL DYNAMICS INC COM 858119100 715 12,000 SH   SOLE   12,000 0 0
MKS INSTRUMENT INC COM 55306N104 712 4,000 SH   SOLE   4,000 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 702 8,000 SH   SOLE   8,000 0 0
GARTNER INC COM 366651107 630 2,600 SH   SOLE   2,600 0 0
CBRE GROUP INC CL A 12504L109 626 7,300 SH   SOLE   7,300 0 0
PATRICK INDS INC COM 703343103 616 8,441 SH   SOLE   8,441 0 0
LKQ CORP COM 501889208 591 12,000 SH   SOLE   12,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 578 5,800 SH   SOLE   5,800 0 0
PULTE GROUP INC COM 745867101 562 10,300 SH   SOLE   10,300 0 0
NAVIENT CORPORATION COM 63938C108 518 26,817 SH   SOLE   26,817 0 0
M D C HLDGS INC COM 552676108 506 10,000 SH   SOLE   10,000 0 0
MEDIFAST INC COM 58470H101 380 1,343 SH   SOLE   1,343 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 373 1,343 SH   SOLE   1,343 0 0
CUSTOMERS BANCORP INC COM 23204G100 354 9,082 SH   SOLE   9,082 0 0
SAIA INC COM 78709Y105 351 1,677 SH   SOLE   1,677 0 0
J2 GLOBAL INC COM 48123V102 346 2,516 SH   SOLE   2,516 0 0
HILLTOP HOLDINGS INC COM 432748101 341 9,361 SH   SOLE   9,361 0 0
LCI INDS COM 50189K103 340 2,589 SH   SOLE   2,589 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 339 7,602 SH   SOLE   7,602 0 0
VIRTU FINL INC CL A 928254101 331 11,966 SH   SOLE   11,966 0 0
KULICKE & SOFFA INDS INC COM 501242101 326 5,325 SH   SOLE   5,325 0 0
BELLRING BRANDS INC COM CL A 079823100 320 10,224 SH   SOLE   10,224 0 0
UMB FINL CORP COM 902788108 320 3,435 SH   SOLE   3,435 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 314 54,618 SH   SOLE   54,618 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 312 5,501 SH   SOLE   5,501 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 299 9,269 SH   SOLE   9,269 0 0
POPULAR INC COM 733174700 299 3,985 SH   SOLE   3,985 0 0
LOUISIANA PAC CORP COM 546347105 295 4,887 SH   SOLE   4,887 0 0
COMFORT SYS USA INC COM 199908104 281 3,565 SH   SOLE   3,565 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 273 1,939 SH   SOLE   1,939 0 0
ATKORE INTL GROUP INC COM 047649108 271 3,814 SH   SOLE   3,814 0 0
FOOT LOCKER INC COM 344849104 265 4,294 SH   SOLE   4,294 0 0
FARMERS NATIONAL BANC CORP COM 309627107 262 16,883 SH   SOLE   16,883 0 0
SLEEP NUMBER CORP COM 83125X103 256 2,325 SH   SOLE   2,325 0 0
KFORCE INC COM 493732101 246 3,905 SH   SOLE   3,905 0 0
RADIAN GROUP INC COM 750236101 241 10,809 SH   SOLE   10,809 0 0
LITHIA MTRS INC CL A 536797103 240 698 SH   SOLE   698 0 0
SLM CORP COM 78442P106 238 11,371 SH   SOLE   11,371 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 227 5,366 SH   SOLE   5,366 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 210 1,227 SH   SOLE   1,227 0 0
THE AARONS COMPANY INC COM 00258W108 208 6,500 SH   SOLE   6,500 0 0
TIMKEN CO COM 887389104 205 2,547 SH   SOLE   2,547 0 0