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
AETNA INC NEW COM 00817Y108 4,770 31,420 SH   SOLE 31,420 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 5,110 102,594 SH   SOLE 102,594 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 4,978 79,627 SH   SOLE 79,627 0 0
ANNALY CAP MGMT INC COM 035710409 871 72,312 SH   SOLE 72,312 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 4,975 218,868 SH   SOLE 218,868 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 5,223 80,774 SH   SOLE 80,774 0 0
BAIDU INC SPON ADR REP A 056752108 7,245 40,505 SH   SOLE 40,505 0 0
BANK AMER CORP COM 060505104 7,835 322,945 SH   SOLE 322,945 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 5,459 50,049 SH   SOLE 50,049 0 0
CHINA RAPID FIN LTD SPONSORED ADR 16953Q105 8,829 132,015 SH   SOLE 132,015 0 0
CHUBB LIMITED COM H1467J104 7,602 52,287 SH   SOLE 52,287 0 0
CITIGROUP INC COM NEW 172967424 8,829 132,015 SH   SOLE 132,015 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,953 91,966 SH   SOLE 91,966 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 1,612 51,007 SH   SOLE 51,007 0 0
EXELON CORP COM 30161N101 2,282 63,275 SH   SOLE 63,275 0 0
EXPEDIA INC DEL COM NEW 30212P303 4,910 32,966 SH   SOLE 32,966 0 0
F5 NETWORKS INC COM 315616102 5,347 42,086 SH   SOLE 42,086 0 0
GENERAL MLS INC COM 370334104 6,793 122,622 SH   SOLE 122,622 0 0
JD COM INC SPON ADR CL A 47215P106 6,621 168,812 SH   SOLE 168,812 0 0
JOHNSON & JOHNSON COM 478160104 7,215 54,539 SH   SOLE 54,539 0 0
KRAFT HEINZ CO COM 500754106 6,060 70,756 SH   SOLE 70,756 0 0
LOCKHEED MARTIN CORP COM 539830109 6,011 21,654 SH   SOLE 21,654 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,214 51,165 SH   SOLE 51,165 0 0
MAZOR ROBOTICS LTD SPONSORED ADS 57886P103 5,873 169,835 SH   SOLE 169,835 0 0
MEDTRONIC PLC SHS G5960L103 4,339 48,892 SH   SOLE 48,892 0 0
MICRON TECHNOLOGY INC COM 595112103 6,471 216,725 SH   SOLE 216,725 0 0
NVIDIA CORP COM 67066G104 4,867 33,666 SH   SOLE 33,666 0 0
ORACLE CORP COM 68389X105 1,617 32,246 SH   SOLE 32,246 0 0
RAYTHEON CO COM NEW 755111507 5,285 32,732 SH   SOLE 32,732 0 0
REALTY INCOME CORP COM 756109104 1,835 33,256 SH   SOLE 33,256 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,296 45,280 SH   SOLE 45,280 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,231 52,732 SH   SOLE 52,732 0 0
SOUTHERN CO COM 842587107 2,102 43,895 SH   SOLE 43,895 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 5,554 386,238 SH   SOLE 386,238 0 0
TWILIO INC CL A 90138F102 6,439 221,210 SH   SOLE 221,210 0 0
UNDER ARMOUR INC CL A 904311107 3,079 141,493 SH   SOLE 141,493 0 0
UNDER ARMOUR INC CL C 904311206 992 49,225 SH   SOLE 49,225 0 0
UNILEVER PLC SPON ADR NEW 904767704 456 8,424 SH   SOLE 8,424 0 0
UNITED STATES STL CORP NEW COM 912909108 1,254 56,622 SH   SOLE 56,622 0 0
VENTAS INC COM 92276F100 2,275 32,746 SH   SOLE 32,746 0 0
VISA INC COM CL A 92826C839 6,891 73,479 SH   SOLE 73,479 0 0
WAL-MART STORES INC COM 931142103 6,734 88,986 SH   SOLE 88,986 0 0
YANDEX N V SHS CLASS A N97284108 3,295 125,555 SH   SOLE 125,555 0 0