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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COCOMMON STOCK88579Y1012,19313,688SH SOLE013,68800
AARON'S INCCOMMON STOCK00253530031,082548,671SH OTR2,811,3040548,6710
AARON'S INCCOMMON STOCK00253530025,832455,994SH SOLE0455,99400
AGIOS PHARMACEUTCOMMON STOCK00847X10478422,405SH SOLE022,40500
ALASKA AIR GROUPCOMMON STOCK0116591092,18559,653SH SOLE059,65300
ALIBABA GRP-ADRADR01609W1028,11927,619SH OTR2,811,304027,6190
ALPHABET INC-ACOMMON STOCK02079K30529,38720,051SH OTR2,811,304020,0510
ALPHABET INC-ACOMMON STOCK02079K30524,01416,385SH SOLE016,38500
AMAZON.COM INCCOMMON STOCK02313510658,51918,585SH OTR2,811,304018,5850
AMAZON.COM INCCOMMON STOCK02313510647,74415,163SH SOLE015,16300
APPLE INCCOMMON STOCK0378331002,22019,173SH SOLE019,17300
ASE TECHN-ADRADR00215W1001,614395,510SH OTR2,811,3040395,5100
AUTOHOME INC-ADRADR05278C1072802,914SH OTR2,811,30402,9140
AVANGRID INCCOMMON STOCK05351W10321,745430,942SH OTR2,811,3040430,9420
AVANGRID INCCOMMON STOCK05351W10317,773352,221SH SOLE0352,22100
BAIDU INC-SP ADRADR0567521081,49011,770SH OTR2,811,304011,7700
BANK NY MELLONCOMMON STOCK06405810067,7871,973,987SH OTR2,811,30401,973,9870
BANK NY MELLONCOMMON STOCK0640581009,484276,181SH SOLE0276,18100
BAOZUN INC-ADRADR06684L10389327,496SH OTR2,811,304027,4960
BERKSHIRE HATH-BCOMMON STOCK0846707022,21310,394SH SOLE010,39400
BILL.COM HOLDINGCOMMON STOCK0900431009259,221SH OTR2,811,30409,2210
BILL.COM HOLDINGCOMMON STOCK0900431001331,326SH SOLE01,32600
BOOKING HOLDINGSCOMMON STOCK09857L10817,25010,084SH OTR2,811,304010,0840
BOOKING HOLDINGSCOMMON STOCK09857L10814,0978,241SH SOLE08,24100
BOOZ ALLEN HAMILCOMMON STOCK0995021062,15525,967SH SOLE025,96700
BROADCOM INCCOMMON STOCK11135F10120,16355,345SH OTR2,811,304055,3450
BROADCOM INCCOMMON STOCK11135F10116,47045,208SH SOLE045,20800
BRUNSWICK CORPCOMMON STOCK11704310922,564383,024SH OTR2,811,3040383,0240
BRUNSWICK CORPCOMMON STOCK11704310918,439313,000SH SOLE0313,00000
BURNING ROCK-ADRADR12233L1071,60964,171SH OTR2,811,304064,1710
CARDINAL HEALTHCOMMON STOCK14149Y1081,06822,751SH SOLE022,75100
CARRIER GLOBCOMMON STOCK14448C10428,925947,125SH OTR2,811,3040947,1250
CARRIER GLOBCOMMON STOCK14448C10423,639774,048SH SOLE0774,04800
CHINA BIOLOGIC PCOMMON STOCKG215151042,48322,344SH OTR2,811,304022,3440
CHINA MOBILE-ADRADR16941M1094,537141,066SH OTR2,811,3040141,0660
CHINA PETRO-ADRADR16941R1085,399133,448SH OTR2,811,3040133,4480
CHINA TELECO-ADRADR16942610373524,483SH OTR2,811,304024,4830
CHINA UNICOM-ADRADR16945R104969148,233SH OTR2,811,3040148,2330
CHINA YUCHAICOMMON STOCKG2108210540722,623SH OTR2,811,304022,6230
CITIGROUP INCCOMMON STOCK17296742422,678526,060SH OTR2,811,3040526,0600
CITIGROUP INCCOMMON STOCK1729674243,17373,601SH SOLE073,60100
CITIZENS FINANCICOMMON STOCK17461010531,1551,232,400SH OTR2,811,30401,232,4000
CITIZENS FINANCICOMMON STOCK1746101054,427175,100SH SOLE0175,10000
CLOUDFLARE INC-ACOMMON STOCK18915M10778019,007SH SOLE019,00700
CNOOC LTD-ADRADR1261321093,36635,041SH OTR2,811,304035,0410
COOPER COS INCCOMMON STOCK21664840222,14965,700SH OTR2,811,304065,7000
COOPER COS INCCOMMON STOCK21664840218,09853,684SH SOLE053,68400
COPA HOLDIN-CL ACOMMON STOCKP3107610514,929296,575SH OTR2,811,3040296,5750
COPA HOLDIN-CL ACOMMON STOCKP3107610512,153241,421SH SOLE0241,42100
CORTEVA INCCOMMON STOCK22052L10486129,900SH SOLE029,90000
DARLING INGREDIECOMMON STOCK23726610130,577848,654SH OTR2,811,3040848,6540
DARLING INGREDIECOMMON STOCK23726610124,984693,410SH SOLE0693,41000
DELL TECHN-CCOMMON STOCK24703L20220,276299,538SH OTR2,811,3040299,5380
DELL TECHN-CCOMMON STOCK24703L20216,562244,680SH SOLE0244,68000
DISCOVER FINANCICOMMON STOCK25470910822,128382,977SH OTR2,811,3040382,9770
DISCOVER FINANCICOMMON STOCK2547091083,09653,581SH SOLE053,58100
DISCOVERY INC-CCOMMON STOCK25470F3021,91797,820SH SOLE097,82000
DR HORTON INCCOMMON STOCK23331A1097,840103,667SH OTR2,811,3040103,6670
DR HORTON INCCOMMON STOCK23331A1091,09714,504SH SOLE014,50400
DUPONT DE NEMOURCOMMON STOCK26614N10233,390601,840SH OTR2,811,3040601,8400
DUPONT DE NEMOURCOMMON STOCK26614N10227,282491,743SH SOLE0491,74300
EATON VANCE CORPCOMMON STOCK27826510331,079814,662SH OTR2,811,3040814,6620
EATON VANCE CORPCOMMON STOCK2782651034,450116,645SH SOLE0116,64500
ENTEGRIS INCCOMMON STOCK29362U10454,328730,808SH OTR2,811,3040730,8080
ENTEGRIS INCCOMMON STOCK29362U10444,405597,333SH SOLE0597,33300
EQUINIX INCREIT29444U70016,06721,137SH OTR2,811,304021,1370
EQUINIX INCREIT29444U70013,13017,273SH SOLE017,27300
FAIR ISAAC CORPCOMMON STOCK30325010416,70739,275SH OTR2,811,304039,2750
FAIR ISAAC CORPCOMMON STOCK30325010413,65032,089SH SOLE032,08900
FIAT CHRYSLER AUCOMMON STOCKN3173810222,9281,867,067SH OTR2,811,30401,867,0670
FIAT CHRYSLER AUCOMMON STOCKN3173810218,7481,526,682SH SOLE01,526,68200
FIDELITY NATIONACOMMON STOCK31620M10654,528370,407SH OTR2,811,3040370,4070
FIDELITY NATIONACOMMON STOCK31620M1067,62951,823SH SOLE051,82300
FLUOR CORPCOMMON STOCK34341210215217,203SH SOLE017,20300
GLOBAL CORD BLOOCOMMON STOCKG3934210316546,613SH OTR2,811,304046,6130
GOLDMAN SACHS GPCOMMON STOCK38141G10438,657192,352SH OTR2,811,3040192,3520
GOLDMAN SACHS GPCOMMON STOCK38141G1045,40926,912SH SOLE026,91200
HAMILTON LANE-ACOMMON STOCK4074971061,43322,187SH SOLE022,18700
HIMAX TECHNO-ADRADR43289P106772216,718SH OTR2,811,3040216,7180
HOLLYSYS AUTOMATCOMMON STOCKG456671051,317119,212SH OTR2,811,3040119,2120
HUAZHU GROUP LTDADR44332N10624,089557,089SH OTR2,811,3040557,0890
HUYA INC-ADRADR44852D10810,399434,186SH OTR2,811,3040434,1860
HUYA INC-ADRADR44852D1088,500354,892SH SOLE0354,89200
IAA INCCOMMON STOCK449253103104,0711,998,677SH OTR2,811,30401,998,6770
IAA INCCOMMON STOCK44925310385,0621,633,595SH SOLE01,633,59500
INTERACTIVE BROKCOMMON STOCK45841N10729,478609,942SH OTR2,811,3040609,9420
INTERACTIVE BROKCOMMON STOCK45841N1074,12485,336SH SOLE085,33600
INTERCONTINENTALCOMMON STOCK45866F104154,3711,542,934SH OTR2,811,30401,542,9340
INTERCONTINENTALCOMMON STOCK45866F10421,598215,869SH SOLE0215,86900
JINKOSOLAR-ADRADR47759T1001,26131,710SH OTR2,811,304031,7100
JOHNSON&JOHNSONCOMMON STOCK4781601042,21414,874SH SOLE014,87400
JP MORGAN CHASECOMMON STOCK46625H10075,071779,792SH OTR2,811,3040779,7920
JP MORGAN CHASECOMMON STOCK46625H10010,503109,103SH SOLE0109,10300
KANSAS CITY SOUTCOMMON STOCK48517030212,76070,566SH OTR2,811,304070,5660
KANSAS CITY SOUTCOMMON STOCK48517030210,42757,658SH SOLE057,65800
KE HOLDINGS INCADR4824971044,12667,318SH OTR2,811,304067,3180
KINGSOFT CLO-ADRADR49639K1013,076104,180SH OTR2,811,3040104,1800
LAS VEGAS SANDSCOMMON STOCK51783410739,132838,657SH OTR2,811,3040838,6570
LENNAR CORP-ACOMMON STOCK5260571047,96897,546SH OTR2,811,304097,5460
LENNAR CORP-ACOMMON STOCK5260571041,11513,648SH SOLE013,64800
LINDE PLCCOMMON STOCKG5494J10379,864335,380SH OTR2,811,3040335,3800
LINDE PLCCOMMON STOCKG5494J10365,278274,131SH SOLE0274,13100
LIVERAMP HOLDINGCOMMON STOCK53815P10815,360296,701SH OTR2,811,3040296,7010
LIVERAMP HOLDINGCOMMON STOCK53815P10812,519241,826SH SOLE0241,82600
LPL FINANCIAL HOCOMMON STOCK50212V10058,868767,806SH OTR2,811,3040767,8060
LPL FINANCIAL HOCOMMON STOCK50212V1008,236107,422SH SOLE0107,42200
MADISON SQUARE GCOMMON STOCK55825T10369,037458,781SH OTR2,811,3040458,7810
MADISON SQUARE GCOMMON STOCK55825T10356,428374,989SH SOLE0374,98900
MADISON SQUARE GCOMMON STOCK55826T10233,622490,898SH OTR2,811,3040490,8980
MADISON SQUARE GCOMMON STOCK55826T10227,481401,243SH SOLE0401,24300
MAKEMYTRIP LTDCOMMON STOCKV5633W10911,826769,902SH OTR2,811,3040769,9020
MAKEMYTRIP LTDCOMMON STOCKV5633W1099,664629,153SH SOLE0629,15300
MANULIFE FINCOMMON STOCK56501R1061,19786,700SH OTR2,811,304086,7000
MARKETAXESSCOMMON STOCK57060D1087,96116,530SH OTR2,811,304016,5300
MARKETAXESSCOMMON STOCK57060D1083,3076,866SH SOLE06,86600
MARVELL TECH GRPCOMMON STOCKG5876H10532,378815,559SH OTR2,811,3040815,5590
MARVELL TECH GRPCOMMON STOCKG5876H10526,453666,319SH SOLE0666,31900
MASTERCARD INC-ACOMMON STOCK57636Q10416,19447,887SH OTR2,811,304047,8870
MASTERCARD INC-ACOMMON STOCK57636Q10413,22839,117SH SOLE039,11700
MCDONALDS CORPCOMMON STOCK5801351019,66444,029SH OTR2,811,304044,0290
MCDONALDS CORPCOMMON STOCK5801351017,89735,978SH SOLE035,97800
MELCO RESO-ADRADR5854641004,704282,507SH OTR2,811,3040282,5070
MERCADOLIBRE INCCOMMON STOCK58733R10238,19735,287SH OTR2,811,304035,2870
MERCADOLIBRE INCCOMMON STOCK58733R1025,3814,971SH SOLE04,97100
MGIC INVT CORPCOMMON STOCK55284810319,4822,198,909SH OTR2,811,30402,198,9090
MGIC INVT CORPCOMMON STOCK5528481032,806316,736SH SOLE0316,73600
MICRON TECHCOMMON STOCK59511210320,444435,361SH OTR2,811,3040435,3610
MICRON TECHCOMMON STOCK5951121037,421158,033SH SOLE0158,03300
MICROSOFT CORPCOMMON STOCK59491810432,071152,479SH OTR2,811,3040152,4790
MICROSOFT CORPCOMMON STOCK59491810426,198124,554SH SOLE0124,55400
MOODY'S CORPCOMMON STOCK61536910538,986134,503SH OTR2,811,3040134,5030
MOODY'S CORPCOMMON STOCK61536910516,76157,827SH SOLE057,82700
MORGAN STANLEYCOMMON STOCK617446448190,9273,948,851SH OTR2,811,30403,948,8510
MORGAN STANLEYCOMMON STOCK61744644826,712552,481SH SOLE0552,48100
MSCI INCCOMMON STOCK55354G10010,13528,407SH OTR2,811,304028,4070
MSCI INCCOMMON STOCK55354G1008,28223,212SH SOLE023,21200
NEW ORIENTAL-ADRADR64758110715,121101,144SH OTR2,811,3040101,1440
NEXTERA ENERGYCOMMON STOCK65339F10123,52284,745SH OTR2,811,304084,7450
NEXTERA ENERGYCOMMON STOCK65339F10119,22369,257SH SOLE069,25700
NOAH HOLDING-ADSADR65487X1021,33050,999SH OTR2,811,304050,9990
NORFOLK SOUTHERNCOMMON STOCK65584410877,269361,085SH OTR2,811,3040361,0850
NORFOLK SOUTHERNCOMMON STOCK65584410863,143295,075SH SOLE0295,07500
NURIX THERAPEUTICOMMON STOCK67080M10348513,906SH SOLE013,90600
ORACLE CORPCOMMON STOCK68389X1055839,763SH SOLE09,76300
OTIS WORLDWICOMMON STOCK68902V10783,4601,337,074SH OTR2,811,30401,337,0740
OTIS WORLDWICOMMON STOCK68902V10768,2181,092,887SH SOLE01,092,88700
PANDION THERAPEUCOMMON STOCK69834010631527,476SH SOLE027,47600
PAYPAL HOLDINGSCOMMON STOCK70450Y10369,356352,008SH OTR2,811,3040352,0080
PAYPAL HOLDINGSCOMMON STOCK70450Y1039,70449,250SH SOLE049,25000
PETROCHINA -ADRADR71646E1002,45683,425SH OTR2,811,304083,4250
PINDUODUO INCADR7223041026,52788,026SH OTR2,811,304088,0260
PROGRESSIVE CORPCOMMON STOCK74331510353,882569,155SH OTR2,811,3040569,1550
PROGRESSIVE CORPCOMMON STOCK74331510344,039465,186SH SOLE0465,18600
QORVO INCCOMMON STOCK74736K1018,11262,881SH OTR2,811,304062,8810
QORVO INCCOMMON STOCK74736K1012,15816,727SH SOLE016,72700
QUDIAN INC-SPONADR7477981064435,784SH OTR2,811,304035,7840
QURATE RETAIL-ACOMMON STOCK74915M1002,175302,976SH SOLE0302,97600
RADIAN GROUP INCCOMMON STOCK75023610116,7841,148,828SH OTR2,811,30401,148,8280
RADIAN GROUP INCCOMMON STOCK7502361012,399164,224SH SOLE0164,22400
ROCKET COS INC-ACOMMON STOCK77311W1018,399421,435SH OTR2,811,3040421,4350
ROCKET COS INC-ACOMMON STOCK77311W1011,17558,962SH SOLE058,96200
ROKU INCCOMMON STOCK77543R10253,679284,315SH OTR2,811,3040284,3150
ROKU INCCOMMON STOCK77543R10243,866232,339SH SOLE0232,33900
SEA LTD-ADRADR81141R10015,26999,122SH OTR2,811,304099,1220
SEA LTD-ADRADR81141R1002,17514,118SH SOLE014,11800
SILICON MOTI-ADRADR82706C1084,161110,131SH OTR2,811,3040110,1310
SOUTHWEST AIRCOMMON STOCK84474110822,092589,121SH OTR2,811,3040589,1210
SOUTHWEST AIRCOMMON STOCK84474110818,050481,329SH SOLE0481,32900
STARBUCKS CORPCOMMON STOCK8552441091,93922,568SH SOLE022,56800
STURM RUGER & COCOMMON STOCK8641591081,92131,417SH SOLE031,41700
SYNCHRONY FINANCCOMMON STOCK87165B103137,2185,243,314SH OTR2,811,30405,243,3140
SYNCHRONY FINANCCOMMON STOCK87165B10348,6891,860,485SH SOLE01,860,48500
TAIWAN SEMIC-ADRADR87403910016,942208,979SH OTR2,811,3040208,9790
TAKE-TWO INTERACCOMMON STOCK87405410917,592106,476SH OTR2,811,3040106,4760
TAKE-TWO INTERACCOMMON STOCK87405410914,37987,029SH SOLE087,02900
TELEFLEX INCCOMMON STOCK8793691062,2196,519SH SOLE06,51900
TEXTAINER GROUPCOMMON STOCKG8766E10927819,618SH OTR2,811,304019,6180
T-MOBILE US INCCOMMON STOCK87259010443,378379,309SH OTR2,811,3040379,3090
T-MOBILE US INCCOMMON STOCK87259010435,440309,903SH SOLE0309,90300
TRANE TECHNOLOGICOMMON STOCKG8994E10328,018231,074SH OTR2,811,3040231,0740
TRANE TECHNOLOGICOMMON STOCKG8994E10322,891188,790SH SOLE0188,79000
TRANSUNIONCOMMON STOCK89400J10718,523220,171SH OTR2,811,3040220,1710
TRANSUNIONCOMMON STOCK89400J1072,59230,804SH SOLE030,80400
TRIP.COM GRO-ADRADR89677Q10712,762409,812SH OTR2,811,3040409,8120
TRIP.COM GRO-ADRADR89677Q10710,427334,833SH SOLE0334,83300
UBS GROUP AGCOMMON STOCKH420971077,751691,433SH OTR2,811,3040691,4330
UBS GROUP AGCOMMON STOCKH420971071,141101,747SH SOLE0101,74700
UNION PAC CORPCOMMON STOCK90781810848,615246,939SH OTR2,811,3040246,9390
UNION PAC CORPCOMMON STOCK90781810839,713201,721SH SOLE0201,72100
UNITED RENTALSCOMMON STOCK91136310948,470277,765SH OTR2,811,3040277,7650
UNITED RENTALSCOMMON STOCK91136310939,608226,978SH SOLE0226,97800
VALE SA-SP ADRADR91912E10517316,314SH OTR2,811,304016,3140
VARONIS SYSTEMSCOMMON STOCK92228010214,383124,612SH OTR2,811,3040124,6120
VARONIS SYSTEMSCOMMON STOCK92228010211,753101,832SH SOLE0101,83200
VIPER ENERGY PARCOMMON STOCK92763M10530740,800SH SOLE040,80000
VMWARE INC-CL ACOMMON STOCK92856340237,773262,918SH OTR2,811,3040262,9180
VMWARE INC-CL ACOMMON STOCK92856340230,866214,837SH SOLE0214,83700
WAITR HOLDINGS ICOMMON STOCK930752100889276,207SH SOLE0276,20700
WERNER ENTCOMMON STOCK9507551082736,508SH SOLE06,50800
YUM CHINA HOCOMMON STOCK98850P10930,936584,258SH OTR2,811,3040584,2580
YUM CHINA HOLDINCOMMON STOCK98850P10919,695383,550SH OTR2,811,3040383,5500
ZTO EXPRESS -ADRADR98980A1057,891263,743SH OTR2,811,3040263,7430