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
ABBVIE INC COM 00287Y109 1,004 17,572 SH   SOLE 17,561 0 11
ACTIVISION BLIZZARD INC COM 00507V109 379 11,189 SH   SOLE 11,160 0 29
ALASKA AIR GROUP INC COM 011659109 1,013 12,353 SH   SOLE 12,320 0 33
ALLSTATE CORP COM 020002101 562 8,342 SH   SOLE 8,320 0 22
ALPHABET INC CAP STK CL A 02079K305 742 973 SH   SOLE 970 0 3
AMBEV SA SPONSORED ADR 02319V103 479 92,406 SH   SOLE 43,900 0 48,506
AMERICAN EXPRESS CO COM 025816109 369 6,016 SH   SOLE 6,000 0 16
AMERIPRISE FINL INC COM 03076C106 1,635 17,396 SH   SOLE 17,376 0 20
AMGEN INC COM 031162100 6,105 40,719 SH   SOLE 40,688 0 31
APPLE INC COM 037833100 7,391 67,812 SH   SOLE 67,758 0 54
ARCH CAP GROUP LTD ORD G0450A105 2,306 32,433 SH   SOLE 32,425 0 8
ASPEN TECHNOLOGY INC COM 045327103 3,324 92,014 SH   SOLE 91,932 0 82
AT&T INC COM 00206R102 443 11,313 SH   SOLE 11,284 0 29
AUTOZONE INC COM 053332102 2,408 3,023 SH   SOLE 3,021 0 2
AVERY DENNISON CORP COM 053611109 1,464 20,302 SH   SOLE 20,302 0 0
AVIVA PLC ADR 05382A104 172 13,139 SH   SOLE 11,108 0 2,031
BANK AMER CORP COM 060505104 1,452 107,372 SH   SOLE 107,310 0 62
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 383 2,697 SH   SOLE 2,690 0 7
BOEING CO COM 097023105 1,065 8,392 SH   SOLE 8,373 0 19
BOSTON SCIENTIFIC CORP COM 101137107 548 29,137 SH   SOLE 29,060 0 77
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,358 36,403 SH   SOLE 36,374 0 29
BROADCOM LTD SHS Y09827109 1,777 11,501 SH   SOLE 11,490 0 11
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,531 42,667 SH   SOLE 42,634 0 33
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 3,012 284,724 SH   SOLE 284,596 0 128
BRUNSWICK CORP COM 117043109 3,908 81,453 SH   SOLE 81,400 0 53
BT GROUP PLC ADR 05577E101 517 16,116 SH   SOLE 13,668 0 2,448
CABOT CORP COM 127055101 547 11,321 SH   SOLE 11,290 0 31
CAL MAINE FOODS INC COM NEW 128030202 285 5,484 SH   SOLE 5,470 0 14
CALPINE CORP COM NEW 131347304 1,486 97,958 SH   SOLE 97,902 0 56
CAPITAL ONE FINL CORP COM 14040H105 420 6,056 SH   SOLE 6,040 0 16
CBS CORP NEW CL B 124857202 1,395 25,320 SH   SOLE 25,305 0 15
CELANESE CORP DEL COM SER A 150870103 422 6,448 SH   SOLE 6,430 0 18
CENTURYLINK INC COM 156700106 1,702 53,242 SH   SOLE 53,198 0 44
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,347 26,827 SH   SOLE 17,695 0 9,132
CHUBB LIMITED COM H1467J104 491 4,121 SH   SOLE 4,110 0 11
CIGNA CORPORATION COM 125509109 798 5,815 SH   SOLE 5,800 0 15
CINTAS CORP COM 172908105 496 5,525 SH   SOLE 5,510 0 15
CISCO SYS INC COM 17275R102 3,878 136,220 SH   SOLE 136,085 0 135
CITIGROUP INC COM NEW 172967424 788 18,884 SH   SOLE 18,867 0 17
CITRIX SYS INC COM 177376100 1,059 13,479 SH   SOLE 13,460 0 19
COMCAST CORP NEW CL A 20030N101 217 3,549 SH   SOLE 3,540 0 9
CONSTELLATION BRANDS INC CL A 21036P108 382 2,527 SH   SOLE 2,520 0 7
CVR REFNG LP COMUNIT REP LT 12663P107 923 76,385 SH   SOLE 76,348 0 37
CVS HEALTH CORP COM 126650100 1,658 15,979 SH   SOLE 15,957 0 22
DELHAIZE GROUP SPONSORED ADR 29759W101 210 8,082 SH   SOLE 6,898 0 1,184
DIAMOND OFFSHORE DRILLING IN COM 25271C102 1,863 85,754 SH   SOLE 85,700 0 54
DILLARDS INC CL A 254067101 921 10,847 SH   SOLE 10,843 0 4
DISCOVER FINL SVCS COM 254709108 1,260 24,742 SH   SOLE 24,742 0 0
DISNEY WALT CO COM DISNEY 254687106 2,454 24,710 SH   SOLE 24,695 0 15
DR PEPPER SNAPPLE GROUP INC COM 26138E109 1,800 20,129 SH   SOLE 20,112 0 17
DR REDDYS LABS LTD ADR 256135203 295 6,520 SH   SOLE 6,520 0 0
EAST WEST BANCORP INC COM 27579R104 331 10,187 SH   SOLE 10,160 0 27
EBAY INC COM 278642103 325 13,606 SH   SOLE 13,570 0 36
ELECTRONIC ARTS INC COM 285512109 1,175 17,777 SH   SOLE 17,750 0 27
EVEREST RE GROUP LTD COM G3223R108 1,579 7,998 SH   SOLE 7,992 0 6
EXXON MOBIL CORP COM 30231G102 1,064 12,723 SH   SOLE 12,712 0 11
FACEBOOK INC CL A 30303M102 765 6,708 SH   SOLE 6,690 0 18
FLEXTRONICS INTL LTD ORD Y2573F102 11,823 980,348 SH   SOLE 890,739 0 89,609
FOOT LOCKER INC COM 344849104 222 3,439 SH   SOLE 3,430 0 9
GENERAL ELECTRIC CO COM 369604103 897 28,225 SH   SOLE 28,200 0 25
GILEAD SCIENCES INC COM 375558103 4,238 46,140 SH   SOLE 46,108 0 32
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 330 8,150 SH   SOLE 6,934 0 1,216
HOLOGIC INC COM 436440101 1,678 48,650 SH   SOLE 48,610 0 40
HOME DEPOT INC COM 437076102 2,915 21,848 SH   SOLE 21,819 0 29
HONEYWELL INTL INC COM 438516106 1,445 12,900 SH   SOLE 12,892 0 8
ICON PLC SHS G4705A100 2,049 27,284 SH   SOLE 26,846 0 438
INFOSYS LTD SPONSORED ADR 456788108 362 19,040 SH   SOLE 19,040 0 0
INGREDION INC COM 457187102 2,080 19,478 SH   SOLE 19,461 0 17
INTEGRATED DEVICE TECHNOLOGY COM 458118106 266 13,034 SH   SOLE 13,000 0 34
INTEL CORP COM 458140100 1,487 45,970 SH   SOLE 45,920 0 50
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 303 2,667 SH   SOLE 2,660 0 7
ISHARES TR MSCI EAFE ETF 464287465 11,056 193,415 SH   SOLE 193,415 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 6,054 704,785 SH   SOLE 617,417 0 87,368
J2 GLOBAL INC COM 48123V102 923 14,981 SH   SOLE 14,970 0 11
JOHNSON & JOHNSON COM 478160104 5,150 47,595 SH   SOLE 47,558 0 37
JPMORGAN CHASE & CO COM 46625H100 1,813 30,610 SH   SOLE 30,580 0 30
JUNIPER NETWORKS INC COM 48203R104 1,535 60,168 SH   SOLE 60,150 0 18
KIMBERLY CLARK CORP COM 494368103 359 2,667 SH   SOLE 2,660 0 7
KROGER CO COM 501044101 2,634 68,868 SH   SOLE 68,792 0 76
LAM RESEARCH CORP COM 512807108 400 4,843 SH   SOLE 4,830 0 13
LAMAR ADVERTISING CO NEW CL A 512816109 1,047 17,022 SH   SOLE 17,010 0 12
MACYS INC COM 55616P104 1,596 36,202 SH   SOLE 36,169 0 33
MARATHON PETE CORP COM 56585A102 512 13,766 SH   SOLE 13,750 0 16
MARKIT LTD SHS G58249106 228 6,437 SH   SOLE 6,420 0 17
MASCO CORP COM 574599106 1,551 49,306 SH   SOLE 49,280 0 26
MERCK & CO INC NEW COM 58933Y105 2,097 39,626 SH   SOLE 39,568 0 58
MFA FINL INC COM 55272X102 1,598 233,274 SH   SOLE 233,043 0 231
MICHAELS COS INC COM 59408Q106 1,077 38,521 SH   SOLE 38,492 0 29
MICROSOFT CORP COM 594918104 2,015 36,486 SH   SOLE 36,467 0 19
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 143 31,211 SH   SOLE 26,753 0 4,458
MONSANTO CO NEW COM 61166W101 329 3,750 SH   SOLE 3,740 0 10
MSCI INC COM 55354G100 1,457 19,674 SH   SOLE 19,650 0 24
NAVIENT CORP COM 63938C108 1,612 134,631 SH   SOLE 134,515 0 116
NETEASE INC SPONSORED ADR 64110W102 12,960 90,263 SH   SOLE 79,191 0 11,072
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 401 34,470 SH   SOLE 34,380 0 90
NORTHROP GRUMMAN CORP COM 666807102 3,195 16,142 SH   SOLE 16,124 0 18
NOVO-NORDISK A S ADR 670100205 305 5,634 SH   SOLE 4,786 0 848
NUANCE COMMUNICATIONS INC COM 67020Y100 2,914 155,921 SH   SOLE 155,818 0 103
ORIX CORP SPONSORED ADR 686330101 266 3,728 SH   SOLE 3,162 0 566
PARKER HANNIFIN CORP COM 701094104 938 8,443 SH   SOLE 8,437 0 6
PBF ENERGY INC CL A 69318G106 374 11,260 SH   SOLE 11,230 0 30
PEPSICO INC COM 713448108 445 4,342 SH   SOLE 4,330 0 12
PFIZER INC COM 717081103 5,530 186,559 SH   SOLE 186,447 0 112
PHILLIPS 66 COM 718546104 2,550 29,453 SH   SOLE 29,439 0 14
PILGRIMS PRIDE CORP NEW COM 72147K108 1,253 49,345 SH   SOLE 49,299 0 46
PPL CORP COM 69351T106 571 15,010 SH   SOLE 14,970 0 40
PRA HEALTH SCIENCES INC COM 69354M108 603 14,099 SH   SOLE 14,090 0 9
PRICELINE GRP INC COM NEW 741503403 697 541 SH   SOLE 540 0 1
PROCTER & GAMBLE CO COM 742718109 526 6,390 SH   SOLE 6,390 0 0
PUBLIC STORAGE COM 74460D109 207 752 SH   SOLE 750 0 2
PVH CORP COM 693656100 1,592 16,067 SH   SOLE 16,052 0 15
ROCKWELL AUTOMATION INC COM 773903109 4,379 38,494 SH   SOLE 38,462 0 32
ROWAN COMPANIES PLC SHS CL A G7665A101 1,759 109,257 SH   SOLE 109,125 0 132
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 274 5,655 SH   SOLE 4,818 0 837
SANOFI SPONSORED ADR 80105N105 324 8,059 SH   SOLE 6,834 0 1,225
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 2,655 70,467 SH   SOLE 70,417 0 50
SIGNATURE BK NEW YORK N Y COM 82669G104 1,629 11,970 SH   SOLE 11,958 0 12
SIMON PPTY GROUP INC NEW COM 828806109 1,377 6,630 SH   SOLE 6,624 0 6
SPECTRA ENERGY PARTNERS LP COM 84756N109 336 6,978 SH   SOLE 6,960 0 18
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 236 3,720 SH   SOLE 3,710 0 10
SUNTRUST BKS INC COM 867914103 1,096 30,374 SH   SOLE 30,354 0 20
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,613 61,571 SH   SOLE 17,813 0 43,758
TARGET CORP COM 87612E106 2,358 28,659 SH   SOLE 28,636 0 23
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 9,673 67,523 SH   SOLE 57,670 0 9,853
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 345 6,450 SH   SOLE 5,473 0 977
THOR INDS INC COM 885160101 911 14,290 SH   SOLE 14,275 0 15
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 271 2,551 SH   SOLE 2,160 0 391
TRAVELERS COMPANIES INC COM 89417E109 1,697 14,543 SH   SOLE 14,543 0 0
TRINITY INDS INC COM 896522109 1,142 62,371 SH   SOLE 62,333 0 38
TYSON FOODS INC CL A 902494103 267 4,011 SH   SOLE 4,000 0 11
UNILEVER PLC SPON ADR NEW 904767704 438 9,688 SH   SOLE 8,235 0 1,453
UNITED THERAPEUTICS CORP DEL COM 91307C102 489 4,390 SH   SOLE 4,386 0 4
VALERO ENERGY CORP NEW COM 91913Y100 2,862 44,615 SH   SOLE 44,577 0 38
VERIZON COMMUNICATIONS INC COM 92343V104 2,610 48,267 SH   SOLE 48,245 0 22
WABCO HLDGS INC COM 92927K102 1,203 11,250 SH   SOLE 11,250 0 0
WEC ENERGY GROUP INC COM 92939U106 524 8,723 SH   SOLE 8,700 0 23
WELLS FARGO & CO NEW COM 949746101 1,215 25,134 SH   SOLE 25,110 0 24
WESTERN DIGITAL CORP COM 958102105 1,119 23,681 SH   SOLE 23,671 0 10
WESTPAC BKG CORP SPONSORED ADR 961214301 212 9,109 SH   SOLE 7,738 0 1,371
WYNDHAM WORLDWIDE CORP COM 98310W108 439 5,745 SH   SOLE 5,730 0 15
XEROX CORP COM 984121103 455 40,737 SH   SOLE 40,630 0 107