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
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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
Credicorp Ltd Ordinary Shares G2519Y108 1,245 6,000 SH   SOLE   6,000 0 0
Banco Latinoamericano de Comercio Exterior SA Ordinary Shares P16994132 10,441 388,129 SH   SOLE   388,129 0 0
Access National Corp Ordinary Shares 004337101 2,520 90,529 SH   SOLE   90,529 0 0
Alibaba Group Holding Ltd American Depository Receipts 00BP41ZD1 414 2,400 SH   SOLE   2,400 0 0
Align Technology Inc Ordinary Shares 016255101 11,332 51,000 SH   SOLE   51,000 0 0
Alphabet Inc Ordinary Shares 02079K107 9,443 9,024 SH   SOLE   9,024 0 0
American Tower Corp Ordinary Shares 03027X100 9,131 64,000 SH   SOLE   64,000 0 0
American Woodmark Corp Ordinary Shares 030506109 6,595 50,636 SH   SOLE   50,636 0 0
Apple Inc Ordinary Shares 037833100 7,615 45,000 SH   SOLE   45,000 0 0
Autozone Inc Ordinary Shares 053332102 5,193 7,300 SH   SOLE   7,300 0 0
Baidu Inc American Depository Receipts 056752108 410 1,750 SH   SOLE   1,750 0 0
Berkshire Hathaway Inc Ordinary Shares 084670108 8,928 30 SH   SOLE   30 0 0
Broadridge Financial Solutions Inc Ordinary Shares 00B1VP7R6 2,265 25,000 SH   SOLE   25,000 0 0
C.H. Robinson Worldwide Inc Ordinary Shares 12541W209 4,098 46,000 SH   SOLE   46,000 0 0
Church & Dwight Co Inc Ordinary Shares 171340102 3,341 66,600 SH   SOLE   66,600 0 0
Cooper Companies Inc Ordinary Shares 216648402 8,476 38,900 SH   SOLE   38,900 0 0
Costco Wholesale Corp Ordinary Shares 22160K105 7,445 40,000 SH   SOLE   40,000 0 0
Ctrip.Com International Ltd American Depository Receipts 22943F100 7,656 173,600 SH   SOLE   173,600 0 0
Diamond Hill Investment Group Inc Ordinary Shares 25264R207 5,998 29,023 SH   SOLE   29,023 0 0
Dorman Products Inc Ordinary Shares 258278100 2,197 35,938 SH   SOLE   35,938 0 0
Facebook Inc Ordinary Shares 30303M102 9,705 55,000 SH   SOLE   55,000 0 0
Fastenal Co Ordinary Shares 98954M203 4,197 76,750 SH   SOLE   76,750 0 0
Genesee & Wyoming Inc Ordinary Shares 98954M204 3,936 50,000 SH   SOLE   50,000 0 0
Gentex Corp Ordinary Shares 371901109 10,475 500,000 SH   SOLE   500,000 0 0
Genomic Health Inc Ordinary Shares 37244C101 4,512 131,935 SH   SOLE   131,935 0 0
GrubHub Inc Ordinary Shares 00BKY7XF2 5,385 75,000 SH   SOLE   75,000 0 0
Grupo Aeroportuario del Pacifico SAB de CV American Depository Receipts 400506101 1,182 11,500 SH   SOLE   11,500 0 0
Grupo Aeroportuario del Sureste SAB de CV American Depository Receipts 40051E202 1,168 6,400 SH   SOLE   6,400 0 0
HDFC Bank Ltd American Depository Receipts 40415F101 11,524 113,350 SH   SOLE   113,350 0 0
Hasbro Inc Ordinary Shares 002414580 4,100 45,105 SH   SOLE   45,105 0 0
Huntington Bancshares Inc Ordinary Shares 446150104 1,456 100,000 SH   SOLE   100,000 0 0
IPG Photonics Corp Ordinary Shares 44980X109 13,811 64,500 SH   SOLE   64,500 0 0
Infinera Corp Ordinary Shares 45667G103 4,185 661,100 SH   SOLE   661,100 0 0
Ionis Pharmaceuticals Inc Ordinary Shares 462222100 13,033 259,100 SH   SOLE   259,100 0 0
Jones Lang LaSalle Inc Ordinary Shares 48020Q107 10,202 68,500 SH   SOLE   68,500 0 0
KAR Auction Services Inc Ordinary Shares 48238T109 10,239 202,708 SH   SOLE   202,708 0 0
KapStone Paper and Packaging Corp Ordinary Shares 48562P103 2,505 110,400 SH   SOLE   110,400 0 0
LCI Industries Ordinary Shares 50189K103 12,957 99,670 SH   SOLE   99,670 0 0
Lakeland Financial Corp Ordinary Shares 002537528 2,425 50,000 SH   SOLE   50,000 0 0
Markel Corp Ordinary Shares 570535104 8,999 7,900 SH   SOLE   7,900 0 0
McCormick & Company Inc Ordinary Shares 002550161 3,057 30,000 SH   SOLE   30,000 0 0
MercadoLibre Inc Ordinary Shares 58733R102 13,196 41,937 SH   SOLE   41,937 0 0
Oaktree Capital Group LLC Unit 674001201 5,518 131,072 SH   SOLE   131,072 0 0
Paycom Software Inc Ordinary Shares 70432V102 13,094 163,000 SH   SOLE   163,000 0 0
PayPal Holdings Inc Ordinary Shares 00BYW36M8 7,362 100,000 SH   SOLE   100,000 0 0
Proto Labs Inc Ordinary Shares 743713109 4,120 40,000 SH   SOLE   40,000 0 0
ResMed Inc Ordinary Shares 761152107 17,023 201,000 SH   SOLE   201,000 0 0
SBA Communications Corp Ordinary Shares 78410G104 18,786 115,000 SH   SOLE   115,000 0 0
SVB FINANCIAL GROUP Ordinary Shares 002808053 2,338 10,000 SH   SOLE   10,000 0 0
Splunk Inc Ordinary Shares 848637104 14,456 174,500 SH   SOLE   174,500 0 0
STAG Industrial Inc Ordinary Shares 85254J102 4,509 165,000 SH   SOLE   165,000 0 0
Starbucks Corp Ordinary Shares 855244109 11,199 195,000 SH   SOLE   195,000 0 0
TRI Pointe Group Inc Ordinary Shares 87265H109 824 46,000 SH   SOLE   46,000 0 0
Taiwan Semiconductor Manufacturing Co Ltd American Depository Receipts 98954M205 9,813 247,500 SH   SOLE   247,500 0 0
Texas Roadhouse Inc Ordinary Shares 882681109 13,983 265,429 SH   SOLE   265,429 0 0
Thor Industries Inc Ordinary Shares 885160101 17,333 115,000 SH   SOLE   115,000 0 0
Tractor Supply Co Ordinary Shares 892356106 3,349 44,800 SH   SOLE   44,800 0 0
Ultimate Software Group Inc Ordinary Shares 90385D107 10,257 47,000 SH   SOLE   47,000 0 0
Varian Medical Systems Inc Ordinary Shares 92220P105 7,447 67,000 SH   SOLE   67,000 0 0
Watsco Inc Ordinary Shares 942622200 13,603 80,000 SH   SOLE   80,000 0 0
XPO Logistics Inc Ordinary Shares 983793100 19,692 215,000 SH   SOLE   215,000 0 0
Yum China Holdings, Inc Ordinary Shares 98850P109 1,001 25,000 SH   SOLE   25,000 0 0