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
WEATHERFORD INTL PLC ORD SHS G48833100 18,661 4,822,202 SH   SOLE   217,700 0 4,604,502
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 1,132 52,900 SH   SOLE   16,500 0 36,400
MICHAEL KORS HLDGS LTD SHS G60754101 51,121 1,410,252 SH   SOLE   114,652 0 1,295,600
RENAISSANCERE HOLDINGS LTD COM G7496G103 1,721 12,380 SH   SOLE   9,480 0 2,900
SIGNET JEWELERS LIMITED SHS G81276100 24,945 394,449 SH   SOLE   400 0 394,049
BROADCOM LTD SHS Y09827109 1,323 5,671 SH   SOLE   5,171 0 500
AFLAC INC COM 001055102 2,905 37,400 SH   SOLE   37,400 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 6,214 53,300 SH   SOLE   53,300 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,581 60,900 SH   SOLE   60,900 0 0
ALPHABET INC CAP STK CL A 02079K305 2,138 2,301 SH   SOLE   2,301 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 2,784 44,524 SH   SOLE   44,524 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,081 26,700 SH   SOLE   26,700 0 0
APACHE CORP COM 037411105 4,258 88,829 SH   SOLE   88,829 0 0
BP PLC SPONSORED ADR 055622104 92,049 2,656,588 SH   SOLE   124,772 0 2,531,816
BAIDU INC SPON ADR REP A 056752108 109,409 611,700 SH   SOLE   98,000 0 513,700
BAKER HUGHES INC COM 057224107 2,203 40,400 SH   SOLE   40,400 0 0
BARCLAYS PLC ADR 06738E204 906 85,597 SH   SOLE   85,579 0 18
CIGNA CORPORATION COM 125509109 4,486 26,800 SH   SOLE   26,800 0 0
CAPITAL ONE FINL CORP COM 14040H105 909 11,002 SH   SOLE   11,002 0 0
CITIGROUP INC COM NEW 172967424 7,598 113,602 SH   SOLE   113,602 0 0
COACH INC COM 189754104 844 17,841 SH   SOLE   17,841 0 0
COCA COLA CO COM 191216100 2,507 55,900 SH   SOLE   55,900 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 8,577 101,300 SH   SOLE   101,300 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,910 89,000 SH   SOLE   89,000 0 0
COMERICA INC COM 200340107 2,277 31,100 SH   SOLE   31,100 0 0
CONDUENT INC COM 206787103 5,123 321,400 SH   SOLE   321,400 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 875 59,863 SH   SOLE   38,728 0 21,135
DST SYS INC DEL COM 233326107 1,159 18,800 SH   SOLE   18,800 0 0
DXC TECHNOLOGY CO COM 23355L106 1,639 21,362 SH   SOLE   21,362 0 0
DANAHER CORP DEL COM 235851102 4,109 48,700 SH   SOLE   48,700 0 0
DR REDDYS LABS LTD ADR 256135203 303 7,200 SH   SOLE   7,200 0 0
DOLLAR GEN CORP NEW COM 256677105 1,225 17,000 SH   SOLE   17,000 0 0
EOG RES INC COM 26875P101 1,856 20,500 SH   SOLE   20,500 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 99 10,500 SH   SOLE   10,500 0 0
ENTERGY CORP NEW COM 29364G103 3,471 45,200 SH   SOLE   45,200 0 0
EXXON MOBIL CORP COM 30231G102 3,948 48,900 SH   SOLE   48,900 0 0
FLOWSERVE CORP COM 34354P105 733 15,800 SH   SOLE   15,800 0 0
GILEAD SCIENCES INC COM 375558103 3,116 44,029 SH   SOLE   44,029 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,790 8,064 SH   SOLE   8,064 0 0
ICICI BK LTD ADR 45104G104 88,815 9,901,210 SH   SOLE   1,042,470 0 8,858,740
JPMORGAN CHASE & CO COM 46625H100 7,010 76,700 SH   SOLE   76,700 0 0
JD COM INC SPON ADR CL A 47215P106 502 12,800 SH   SOLE   12,800 0 0
JOHNSON & JOHNSON COM 478160104 2,897 21,900 SH   SOLE   21,900 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 293 5,814 SH   SOLE   5,814 0 0
LANDSTAR SYS INC COM 515098101 1,583 18,500 SH   SOLE   18,500 0 0
LAS VEGAS SANDS CORP COM 517834107 2,894 45,300 SH   SOLE   45,300 0 0
MELCO CROWN ENTMT LTD ADR 585464100 54,260 2,416,921 SH   SOLE   397,921 0 2,019,000
METLIFE INC COM 59156R108 3,379 61,500 SH   SOLE   61,500 0 0
MICROSOFT CORP COM 594918104 3,322 48,200 SH   SOLE   48,200 0 0
MICROSEMI CORP COM 595137100 2,232 47,700 SH   SOLE   47,700 0 0
MONDELEZ INTL INC CL A 609207105 1,477 34,200 SH   SOLE   34,200 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,601 256,400 SH   SOLE   256,400 0 0
ORACLE CORP COM 68389X105 2,713 54,100 SH   SOLE   54,100 0 0
PNC FINL SVCS GROUP INC COM 693475105 212 1,700 SH   SOLE   1,700 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 9,970 1,336,508 SH   SOLE   1,170,468 0 166,040
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 33,870 4,239,200 SH   SOLE   215,500 0 4,023,700
PROCTER AND GAMBLE CO COM 742718109 2,310 26,500 SH   SOLE   26,500 0 0
RALPH LAUREN CORP CL A 751212101 3,188 43,200 SH   SOLE   43,200 0 0
REALOGY HLDGS CORP COM 75605Y106 1,756 54,100 SH   SOLE   54,100 0 0
SASOL LTD SPONSORED ADR 803866300 2,768 99,000 SH   SOLE   99,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 83,577 1,732,879 SH   SOLE   250,853 0 1,482,026
STATE STR CORP COM 857477103 3,122 34,800 SH   SOLE   34,800 0 0
SYNTEL INC COM 87162H103 4,249 250,500 SH   SOLE   250,500 0 0
US BANCORP DEL COM NEW 902973304 1,625 31,300 SH   SOLE   31,300 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,051 16,800 SH   SOLE   16,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,416 31,700 SH   SOLE   31,700 0 0
WELLS FARGO & CO NEW COM 949746101 3,751 67,700 SH   SOLE   67,700 0 0
YUM CHINA HLDGS INC COM 98850P109 2,502 63,457 SH   SOLE   58,357 0 5,100