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 5,516 45,162 SH   SOLE 0 0 45,162
ALCOA INC COM 013817101 1,889 374,024 SH   SOLE 0 0 374,024
AMERICAN INTL GROUP INC COM NEW 026874784 5,545 104,836 SH   SOLE 0 0 104,836
BAIDU INC SPON ADR REP A 056752108 6,859 41,531 SH   SOLE 0 0 41,531
BANK AMER CORP COM 060505104 6,644 500,676 SH   SOLE 0 0 500,676
BOSTON BEER INC CL A 100557107 3,841 22,460 SH   SOLE 0 0 22,460
CHUBB LIMITED COM H1467J104 8,060 61,666 SH   SOLE 0 0 61,666
CITIGROUP INC COM NEW 172967424 6,139 144,820 SH   SOLE 0 0 144,820
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 5,282 128,200 SH   SOLE 0 0 128,200
ENDURANCE SPCLTY HLDGS LTD SHS 29267H208 5,630 83,823 SH   SOLE 0 0 83,823
EQUITY COMWLTH COM SH BEN INT 294628102 1,730 59,389 SH   SOLE 0 0 59,389
EXELON CORP COM 30161N101 1,995 54,860 SH   SOLE 0 0 54,860
EXPEDIA INC COM NEW 30212P105 5,055 47,552 SH   SOLE 0 0 47,552
F5 NETWORKS INC COM 315616102 3,682 32,345 SH   SOLE 0 0 32,345
FASTENAL CO COM 311900104 943 21,244 SH   SOLE 0 0 21,244
GENERAL MLS INC COM 370334104 7,661 107,420 SH   SOLE 0 0 107,420
JD COM INC SPON ADR CL A 47215P106 5,029 236,876 SH   SOLE 0 0 236,876
JOHNSON & JOHNSON COM 478160104 8,402 69,266 SH   SOLE 0 0 69,266
KRAFT HEINZ CO COM 50076Q106 7,334 82,885 SH   SOLE 0 0 82,885
LOCKHEED MARTIN CORP COM 539830109 5,920 23,854 SH   SOLE 0 0 23,854
MASTERCARD INCORPORATED CL A 57636Q104 5,737 65,150 SH   SOLE 0 0 65,150
MEDTRONIC PLC SHS 585055106 5,198 59,906 SH   SOLE 0 0 59,906
MICRON TECHNOLOGY INC COM 595112103 5,421 393,969 SH   SOLE 0 0 393,969
MICROSTRATEGY INC CL A NEW 594972408 2,796 15,976 SH   SOLE 0 0 15,976
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 5,129 619,391 SH   SOLE 0 0 619,391
POLARIS INDS INC COM 731068102 5,110 62,499 SH   SOLE 0 0 62,499
RAYTHEON CO COM NEW 755111507 5,972 43,927 SH   SOLE 0 0 43,927
REALTY INCOME CORP COM 756109104 1,706 24,594 SH   SOLE 0 0 24,594
RENAISSANCERE HOLDINGS LTD COM G7496G103 5,990 51,004 SH   SOLE 0 0 51,004
SOUTHERN CO COM 842587107 2,569 47,896 SH   SOLE 0 0 47,896
UNDER ARMOUR INC CL A 904311107 2,813 70,104 SH   SOLE 0 0 70,104
UNDER ARMOUR INC CL C 904311206 2,371 65,143 SH   SOLE 0 0 65,143
UNILEVER PLC SPON ADR NEW 904767704 341 7,117 SH   SOLE 0 0 7,117
VENTAS INC COM 92276F100 5,260 72,238 SH   SOLE 0 0 72,238
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 3,518 314,974 SH   SOLE 0 0 314,974
VISA INC COM CL A 92826C839 6,798 91,658 SH   SOLE 0 0 91,658
WAL-MART STORES INC COM 931142103 5,439 74,491 SH   SOLE 0 0 74,491