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
ALASKA AIR GROUP INC COM 011659109 720 12,353 SH   SOLE 12,320 0 33
ALLSTATE CORP COM 020002101 584 8,342 SH   SOLE 8,320 0 22
ALPHABET INC CAP STK CL A 02079K305 685 973 SH   SOLE 970 0 3
AMAZON COM INC COM 023135106 287 401 SH   SOLE 400 0 1
AMERICAN EXPRESS CO COM 025816109 366 6,016 SH   SOLE 6,000 0 16
AMERIPRISE FINL INC COM 03076C106 1,563 17,396 SH   SOLE 17,376 0 20
AMGEN INC COM 031162100 6,195 40,719 SH   SOLE 40,688 0 31
APPLE INC COM 037833100 6,483 67,812 SH   SOLE 67,758 0 54
ARCH CAP GROUP LTD ORD G0450A105 2,335 32,433 SH   SOLE 32,425 0 8
ASPEN TECHNOLOGY INC COM 045327103 3,017 74,969 SH   SOLE 74,932 0 37
AT&T INC COM 00206R102 489 11,313 SH   SOLE 11,284 0 29
AUTOZONE INC COM 053332102 2,400 3,023 SH   SOLE 3,021 0 2
AVERY DENNISON CORP COM 053611109 1,518 20,302 SH   SOLE 20,302 0 0
AVIVA PLC ADR 05382A104 140 13,139 SH   SOLE 12,712 0 427
BANK AMER CORP COM 060505104 1,425 107,372 SH   SOLE 107,310 0 62
BANK NEW YORK MELLON CORP COM 064058100 420 10,818 SH   SOLE 10,790 0 28
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 390 2,697 SH   SOLE 2,690 0 7
BOEING CO COM 097023105 1,090 8,392 SH   SOLE 8,373 0 19
BOSTON SCIENTIFIC CORP COM 101137107 681 29,137 SH   SOLE 29,060 0 77
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,414 36,403 SH   SOLE 36,374 0 29
BROADCOM LTD SHS Y09827109 1,787 11,501 SH   SOLE 11,490 0 11
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 2,614 284,724 SH   SOLE 284,596 0 128
BRUNSWICK CORP COM 117043109 3,691 81,453 SH   SOLE 81,400 0 53
BT GROUP PLC ADR 05577E101 449 16,116 SH   SOLE 15,606 0 510
CABOT CORP COM 127055101 517 11,321 SH   SOLE 11,290 0 31
CALPINE CORP COM NEW 131347304 1,445 97,958 SH   SOLE 97,902 0 56
CAPITAL ONE FINL CORP COM 14040H105 385 6,056 SH   SOLE 6,040 0 16
CBS CORP NEW CL B 124857202 1,378 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 1,545 53,242 SH   SOLE 53,198 0 44
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,496 31,323 SH   SOLE 22,191 0 9,132
CHUBB LIMITED COM H1467J104 539 4,121 SH   SOLE 4,110 0 11
CIGNA CORPORATION COM 125509109 744 5,815 SH   SOLE 5,800 0 15
CINTAS CORP COM 172908105 542 5,525 SH   SOLE 5,510 0 15
CISCO SYS INC COM 17275R102 3,908 136,220 SH   SOLE 136,085 0 135
CITIGROUP INC COM NEW 172967424 800 18,884 SH   SOLE 18,867 0 17
CITRIX SYS INC COM 177376100 1,727 21,559 SH   SOLE 21,540 0 19
COMCAST CORP NEW CL A 20030N101 231 3,549 SH   SOLE 3,540 0 9
CONSTELLATION BRANDS INC CL A 21036P108 418 2,527 SH   SOLE 2,520 0 7
CSRA INC COM 12650T104 733 31,297 SH   SOLE 31,270 0 27
CVR REFNG LP COMUNIT REP LT 12663P107 592 76,385 SH   SOLE 76,348 0 37
CVS HEALTH CORP COM 126650100 512 5,344 SH   SOLE 5,330 0 14
DELHAIZE GROUP SPONSORED ADR 29759W101 212 8,082 SH   SOLE 7,870 0 212
DIAMOND OFFSHORE DRILLING IN COM 25271C102 2,086 85,754 SH   SOLE 85,700 0 54
DILLARDS INC CL A 254067101 657 10,847 SH   SOLE 10,843 0 4
DISCOVER FINL SVCS COM 254709108 1,326 24,742 SH   SOLE 24,742 0 0
DISNEY WALT CO COM DISNEY 254687106 2,417 24,710 SH   SOLE 24,695 0 15
DR PEPPER SNAPPLE GROUP INC COM 26138E109 1,945 20,129 SH   SOLE 20,112 0 17
DR REDDYS LABS LTD ADR 256135203 334 6,520 SH   SOLE 6,520 0 0
EAST WEST BANCORP INC COM 27579R104 348 10,187 SH   SOLE 10,160 0 27
EBAY INC COM 278642103 977 41,726 SH   SOLE 41,690 0 36
ELECTRONIC ARTS INC COM 285512109 1,347 17,777 SH   SOLE 17,750 0 27
ENERGIZER HLDGS INC NEW COM 29272W109 388 7,530 SH   SOLE 7,510 0 20
EVEREST RE GROUP LTD COM G3223R108 1,461 7,998 SH   SOLE 7,992 0 6
EXPRESS SCRIPTS HLDG CO COM 30219G108 684 9,019 SH   SOLE 9,010 0 9
EXXON MOBIL CORP COM 30231G102 2,126 22,677 SH   SOLE 22,662 0 15
FACEBOOK INC CL A 30303M102 767 6,708 SH   SOLE 6,690 0 18
FLEXTRONICS INTL LTD ORD Y2573F102 16,902 1,432,346 SH   SOLE 1,296,159 0 136,187
GENERAL ELECTRIC CO COM 369604103 889 28,225 SH   SOLE 28,200 0 25
GILEAD SCIENCES INC COM 375558103 3,849 46,140 SH   SOLE 46,108 0 32
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 353 8,150 SH   SOLE 7,908 0 242
GODADDY INC CL A 380237107 325 10,426 SH   SOLE 10,400 0 26
HOLOGIC INC COM 436440101 1,816 52,480 SH   SOLE 52,430 0 50
HOME DEPOT INC COM 437076102 2,790 21,848 SH   SOLE 21,819 0 29
HONEYWELL INTL INC COM 438516106 1,501 12,900 SH   SOLE 12,892 0 8
ICON PLC SHS G4705A100 2,001 28,579 SH   SOLE 28,437 0 142
INFOSYS LTD SPONSORED ADR 456788108 340 19,040 SH   SOLE 19,040 0 0
INGREDION INC COM 457187102 2,521 19,478 SH   SOLE 19,461 0 17
INTEGRATED DEVICE TECHNOLOGY COM 458118106 262 13,034 SH   SOLE 13,000 0 34
INTEL CORP COM 458140100 1,508 45,970 SH   SOLE 45,920 0 50
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 336 2,667 SH   SOLE 2,660 0 7
ISHARES TR MSCI EAFE ETF 464287465 24,592 440,567 SH   SOLE 440,567 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 7,156 758,074 SH   SOLE 673,196 0 84,878
J2 GLOBAL INC COM 48123V102 946 14,981 SH   SOLE 14,970 0 11
JOHNSON & JOHNSON COM 478160104 5,773 47,595 SH   SOLE 47,558 0 37
JPMORGAN CHASE & CO COM 46625H100 1,902 30,610 SH   SOLE 30,580 0 30
JUNIPER NETWORKS INC COM 48203R104 1,353 60,168 SH   SOLE 60,150 0 18
KIMBERLY CLARK CORP COM 494368103 367 2,667 SH   SOLE 2,660 0 7
KROGER CO COM 501044101 2,534 68,868 SH   SOLE 68,792 0 76
LAM RESEARCH CORP COM 512807108 407 4,843 SH   SOLE 4,830 0 13
LAMAR ADVERTISING CO NEW CL A 512816109 1,129 17,022 SH   SOLE 17,010 0 12
LENNOX INTL INC COM 526107107 234 1,644 SH   SOLE 1,640 0 4
MACYS INC COM 55616P104 1,217 36,202 SH   SOLE 36,169 0 33
MASCO CORP COM 574599106 1,526 49,306 SH   SOLE 49,280 0 26
MERCK & CO INC COM 58933Y105 2,283 39,626 SH   SOLE 39,568 0 58
MFA FINL INC COM 55272X102 1,696 233,274 SH   SOLE 233,043 0 231
MICHAELS COS INC COM 59408Q106 1,096 38,521 SH   SOLE 38,492 0 29
MICROSOFT CORP COM 594918104 1,867 36,486 SH   SOLE 36,467 0 19
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 138 31,211 SH   SOLE 30,416 0 795
MONSANTO CO NEW COM 61166W101 388 3,750 SH   SOLE 3,740 0 10
MSCI INC COM 55354G100 1,517 19,674 SH   SOLE 19,650 0 24
NAVIENT CORP COM 63938C108 1,609 134,631 SH   SOLE 134,515 0 116
NCR CORP NEW COM 62886E108 1,402 50,488 SH   SOLE 50,460 0 28
NETEASE INC SPONSORED ADR 64110W102 18,684 96,698 SH   SOLE 85,775 0 10,923
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 477 34,470 SH   SOLE 34,380 0 90
NORTHROP GRUMMAN CORP COM 666807102 3,588 16,142 SH   SOLE 16,124 0 18
NTT DOCOMO INC SPONS ADR 62942M201 237 8,762 SH   SOLE 8,480 0 282
NUANCE COMMUNICATIONS INC COM 67020Y100 2,437 155,921 SH   SOLE 155,818 0 103
ORIX CORP SPONSORED ADR 686330101 238 3,728 SH   SOLE 3,607 0 121
PARKER HANNIFIN CORP COM 701094104 912 8,443 SH   SOLE 8,437 0 6
PEPSICO INC COM 713448108 460 4,342 SH   SOLE 4,330 0 12
PFIZER INC COM 717081103 6,569 186,559 SH   SOLE 186,447 0 112
PHILLIPS 66 COM 718546104 1,593 20,083 SH   SOLE 20,069 0 14
PILGRIMS PRIDE CORP NEW COM 72147K108 1,257 49,345 SH   SOLE 49,299 0 46
PPL CORP COM 69351T106 567 15,010 SH   SOLE 14,970 0 40
PRA HEALTH SCIENCES INC COM 69354M108 589 14,099 SH   SOLE 14,090 0 9
PRICELINE GRP INC COM NEW 741503403 476 381 SH   SOLE 380 0 1
PROCTER & GAMBLE CO COM 742718109 541 6,390 SH   SOLE 6,390 0 0
PVH CORP COM 693656100 1,514 16,067 SH   SOLE 16,052 0 15
ROCKWELL AUTOMATION INC COM 773903109 4,420 38,494 SH   SOLE 38,462 0 32
ROWAN COMPANIES PLC SHS CL A G7665A101 1,929 109,257 SH   SOLE 109,125 0 132
SANOFI SPONSORED ADR 80105N105 337 8,059 SH   SOLE 7,795 0 264
SAP SE SPON ADR 803054204 243 3,241 SH   SOLE 3,139 0 102
SIGNATURE BK NEW YORK N Y COM 82669G104 1,495 11,970 SH   SOLE 11,958 0 12
SIMON PPTY GROUP INC NEW COM 828806109 1,438 6,630 SH   SOLE 6,624 0 6
SPECTRA ENERGY PARTNERS LP COM 84756N109 329 6,978 SH   SOLE 6,960 0 18
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 209 7,440 SH   SOLE 7,420 0 20
STEEL DYNAMICS INC COM 858119100 775 31,619 SH   SOLE 31,590 0 29
SUNTRUST BKS INC COM 867914103 1,431 34,825 SH   SOLE 34,794 0 31
SUPERIOR ENERGY SVCS INC COM 868157108 1,690 91,813 SH   SOLE 91,770 0 43
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,733 66,051 SH   SOLE 22,873 0 43,178
TARGET CORP COM 87612E106 2,001 28,659 SH   SOLE 28,636 0 23
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 11,682 80,231 SH   SOLE 70,378 0 9,853
TERNIUM SA SPON ADR 880890108 1,680 88,160 SH   SOLE 88,160 0 0
TESORO CORP COM 881609101 404 5,394 SH   SOLE 5,380 0 14
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 324 6,450 SH   SOLE 6,239 0 211
THOR INDS INC COM 885160101 925 14,290 SH   SOLE 14,275 0 15
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 255 2,551 SH   SOLE 2,468 0 83
TRAVELERS COMPANIES INC COM 89417E109 1,731 14,543 SH   SOLE 14,543 0 0
TRINITY INDS INC COM 896522109 1,158 62,371 SH   SOLE 62,333 0 38
TYSON FOODS INC CL A 902494103 721 10,798 SH   SOLE 10,770 0 28
UNILEVER PLC SPON ADR NEW 904767704 464 9,688 SH   SOLE 9,384 0 304
UNITED THERAPEUTICS CORP DEL COM 91307C102 465 4,390 SH   SOLE 4,386 0 4
VALERO ENERGY CORP NEW COM 91913Y100 2,275 44,615 SH   SOLE 44,577 0 38
VANTIV INC CL A 92210H105 1,069 18,895 SH   SOLE 18,870 0 25
VERIZON COMMUNICATIONS INC COM 92343V104 2,695 48,267 SH   SOLE 48,245 0 22
VISTEON CORP COM NEW 92839U206 1,482 22,525 SH   SOLE 22,510 0 15
WABCO HLDGS INC COM 92927K102 1,030 11,250 SH   SOLE 11,250 0 0
WEC ENERGY GROUP INC COM 92939U106 570 8,723 SH   SOLE 8,700 0 23
WELLS FARGO & CO NEW COM 949746101 1,004 21,214 SH   SOLE 21,200 0 14
WESTERN DIGITAL CORP COM 958102105 1,119 23,681 SH   SOLE 23,671 0 10
WESTPAC BKG CORP SPONSORED ADR 961214301 201 9,109 SH   SOLE 8,825 0 284
WYNDHAM WORLDWIDE CORP COM 98310W108 409 5,745 SH   SOLE 5,730 0 15
XEROX CORP COM 984121103 387 40,737 SH   SOLE 40,630 0 107