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
3M CO COM 88579Y101 18,024 85,894 SH   SOLE   85,894 0 0
ABBOTT LABS COM 002824100 45,126 845,915 SH   SOLE   845,915 0 0
ADOBE SYS INC COM 00724F101 25,992 174,278 SH   SOLE   174,278 0 0
ALCOA CORP COM 013872106 22,788 488,921 SH   SOLE   488,921 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 76,501 443,063 SH   SOLE   443,063 0 0
ALPHABET INC CAP STK CL C 02079K107 42,050 43,854 SH   SOLE   43,854 0 0
ALPHABET INC CAP STK CL A 02079K305 41,322 42,448 SH   SOLE   42,448 0 0
AMAZON COM INC COM 023135106 54,474 56,679 SH   SOLE   56,679 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 4,423 249,224 SH   SOLE   249,224 0 0
AMGEN INC COM 031162100 21,879 117,378 SH   SOLE   117,378 0 0
ANTHEM INC COM 036752103 36,380 191,646 SH   SOLE   191,646 0 0
APPLE INC COM 037833100 131,272 851,975 SH   SOLE   851,975 0 0
AT&T INC COM 00206R102 34,194 873,179 SH   SOLE   873,179 0 0
BAIDU INC SPON ADR REP A 056752108 22,579 91,181 SH   SOLE   91,181 0 0
BANK AMER CORP COM 060505104 73,287 2,892,897 SH   SOLE   2,892,897 0 0
BANK NEW YORK MELLON CORP COM 064058100 37,520 707,835 SH   SOLE   707,835 0 0
BECTON DICKINSON & CO COM 075887109 38,763 197,870 SH   SOLE   197,870 0 0
BIOGEN INC COM 09062X103 24,683 78,850 SH   SOLE   78,850 0 0
BIOVERATIV INC COM 09075E100 15,093 264,529 SH   SOLE   264,529 0 0
BOEING CO COM 097023105 51,860 204,059 SH   SOLE   204,059 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 30,381 476,760 SH   SOLE   476,760 0 0
BROADCOM LTD SHS Y09827109 13,995 57,717 SH   SOLE   57,717 0 0
CATERPILLAR INC DEL COM 149123101 47,869 383,941 SH   SOLE   383,941 0 0
CELGENE CORP COM 151020104 52,578 360,663 SH   SOLE   360,663 0 0
CHEVRON CORP NEW COM 166764100 67,342 573,276 SH   SOLE   573,276 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 6,076 51,153 SH   SOLE   51,153 0 0
CITIGROUP INC COM NEW 172967424 33,703 463,455 SH   SOLE   463,455 0 0
CITIZENS FINL GROUP INC COM 174610105 28,519 753,276 SH   SOLE   753,276 0 0
COLGATE PALMOLIVE CO COM 194162103 39,963 548,707 SH   SOLE   548,707 0 0
COMCAST CORP NEW CL A 20030N101 41,634 1,082,254 SH   SOLE   1,082,254 0 0
COPART INC COM 217204106 16,726 486,777 SH   SOLE   486,777 0 0
COSTCO WHSL CORP NEW COM 22160K105 33,506 204,000 SH   SOLE   204,000 0 0
CREDICORP LTD COM G2519Y108 4,978 24,287 SH   SOLE   24,287 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 13,727 260,343 SH   SOLE   260,343 0 0
CUMMINS INC COM 231021106 19,899 118,455 SH   SOLE   118,455 0 0
D R HORTON INC COM 23331A109 38,339 960,412 SH   SOLE   960,412 0 0
DEERE & CO COM 244199105 28,712 228,673 SH   SOLE   228,673 0 0
DIAMONDBACK ENERGY INC COM 25278X109 31,698 323,663 SH   SOLE   323,663 0 0
DISNEY WALT CO COM DISNEY 254687106 23,066 234,072 SH   SOLE   234,072 0 0
DOLLAR TREE INC COM 256746108 34,022 391,968 SH   SOLE   391,968 0 0
DOWDUPONT INC COM 26078J100 46,929 678,046 SH   SOLE   678,046 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 37,627 448,490 SH   SOLE   448,490 0 0
EAST WEST BANCORP INC COM 27579R104 33,049 552,985 SH   SOLE   552,985 0 0
ENBRIDGE INC COM 29250N105 8,203 196,886 SH   SOLE   196,886 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 376 36,809 SH   SOLE   36,809 0 0
EVERSOURCE ENERGY COM 30040W108 33,125 548,208 SH   SOLE   548,208 0 0
EXELON CORP COM 30161N101 30,670 814,394 SH   SOLE   814,394 0 0
EXXON MOBIL CORP COM 30231G102 50,965 621,833 SH   SOLE   621,833 0 0
FACEBOOK INC CL A 30303M102 57,639 337,417 SH   SOLE   337,417 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 20,123 215,531 SH   SOLE   215,531 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 7,300 76,436 SH   SOLE   76,436 0 0
FORTIVE CORP COM 34959J108 11,082 156,595 SH   SOLE   156,595 0 0
FRANCO NEVADA CORP COM 351858105 6,718 86,939 SH   SOLE   86,939 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,064 43,137 SH   SOLE   43,137 0 0
HOME DEPOT INC COM 437076102 63,149 386,190 SH   SOLE   386,190 0 0
INGERSOLL-RAND PLC SHS G47791101 34,731 389,596 SH   SOLE   389,596 0 0
IPG PHOTONICS CORP COM 44980X109 15,676 84,731 SH   SOLE   84,731 0 0
ISHARES INC MSCI FRNTR100ETF 464286145 1,424 45,474 SH   SOLE   45,474 0 0
JD COM INC SPON ADR CL A 47215P106 10,527 275,637 SH   SOLE   275,637 0 0
JOHNSON & JOHNSON COM 478160104 78,918 607,170 SH   SOLE   607,170 0 0
JPMORGAN CHASE & CO COM 46625H100 80,031 838,148 SH   SOLE   838,148 0 0
JUNIPER NETWORKS INC COM 48203R104 12,340 443,530 SH   SOLE   443,530 0 0
KIRBY CORP COM 497266106 10,933 165,819 SH   SOLE   165,819 0 0
KRAFT HEINZ CO COM 500754106 6,679 86,152 SH   SOLE   86,152 0 0
LEAR CORP COM NEW 521865204 29,293 169,291 SH   SOLE   169,291 0 0
MARRIOTT INTL INC NEW CL A 571903202 23,063 209,226 SH   SOLE   209,226 0 0
MCDONALDS CORP COM 580135101 41,695 266,186 SH   SOLE   266,186 0 0
MERCK & CO INC COM 58933Y105 33,073 516,658 SH   SOLE   516,658 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 34,042 379,274 SH   SOLE   379,274 0 0
MICROSOFT CORP COM 594918104 114,620 1,539,127 SH   SOLE   1,539,127 0 0
MOHAWK INDS INC COM 608190104 33,039 133,519 SH   SOLE   133,519 0 0
MONDELEZ INTL INC CL A 609207105 21,277 523,426 SH   SOLE   523,426 0 0
NETEASE INC SPONSORED ADR 64110W102 12,886 48,859 SH   SOLE   48,859 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 7,114 80,625 SH   SOLE   80,625 0 0
NORFOLK SOUTHERN CORP COM 655844108 39,845 301,386 SH   SOLE   301,386 0 0
NVIDIA CORP COM 67066G104 14,854 83,112 SH   SOLE   83,112 0 0
ORACLE CORP COM 68389X105 51,398 1,063,326 SH   SOLE   1,063,326 0 0
PACCAR INC COM 693718108 12,178 168,393 SH   SOLE   168,393 0 0
PACKAGING CORP AMER COM 695156109 24,240 211,424 SH   SOLE   211,424 0 0
PARKER HANNIFIN CORP COM 701094104 26,257 150,064 SH   SOLE   150,064 0 0
PEPSICO INC COM 713448108 46,821 420,293 SH   SOLE   420,293 0 0
PHILIP MORRIS INTL INC COM 718172109 52,349 471,694 SH   SOLE   471,694 0 0
PINNACLE WEST CAP CORP COM 723484101 28,501 337,134 SH   SOLE   337,134 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 26,384 312,949 SH   SOLE   312,949 0 0
SCHLUMBERGER LTD COM 806857108 45,305 649,617 SH   SOLE   649,617 0 0
SCHWAB CHARLES CORP NEW COM 808513105 31,732 725,652 SH   SOLE   725,652 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 15,458 321,666 SH   SOLE   321,666 0 0
SERVICENOW INC COM 81762P102 25,643 218,243 SH   SOLE   218,243 0 0
SVB FINL GROUP COM 78486Q101 20,370 108,909 SH   SOLE   108,909 0 0
SYSCO CORP COM 871829107 19,131 354,702 SH   SOLE   354,702 0 0
TE CONNECTIVITY LTD REG SHS H84989104 36,506 439,624 SH   SOLE   439,624 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,862 117,554 SH   SOLE   117,554 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 44,272 234,057 SH   SOLE   234,057 0 0
TIME WARNER INC COM NEW 887317303 12,886 125,809 SH   SOLE   125,809 0 0
UBS GROUP AG SHS H42097107 18,814 1,100,232 SH   SOLE   1,100,232 0 0
UNITEDHEALTH GROUP INC COM 91324P102 67,285 343,645 SH   SOLE   343,645 0 0
VALERO ENERGY CORP NEW COM 91913Y100 30,346 394,568 SH   SOLE   394,568 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 28,787 581,827 SH   SOLE   581,827 0 0
VISA INC COM CL A 92826C839 65,307 620,712 SH   SOLE   620,712 0 0
WAL-MART STORES INC COM 931142103 33,603 430,149 SH   SOLE   430,149 0 0
WASTE CONNECTIONS INC COM 94106B101 33,732 482,289 SH   SOLE   482,289 0 0
WEYERHAEUSER CO COM 962166104 9,356 275,000 SH   SOLE   275,000 0 0
YANDEX N V SHS CLASS A N97284108 2,863 86,919 SH   SOLE   86,919 0 0