The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE SYS INC | COM | 00724F101 | 5,475 | 20,285 | SH | SOLE | 20,285 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 66,585 | 404,136 | SH | SOLE | 404,136 | 0 | 0 | ||
| ALPHABET INC CL C | COM | 02079K107 | 34,468 | 28,881 | SH | SOLE | 28,881 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 27,814 | 1,263,735 | SH | SOLE | 1,263,735 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 29,909 | 416,916 | SH | SOLE | 416,916 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 42,715 | 1,149,189 | SH | SOLE | 1,149,189 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 49,230 | 204,456 | SH | SOLE | 204,456 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 39,772 | 555,632 | SH | SOLE | 555,632 | 0 | 0 | ||
| HEXCEL CORP NEW | COM | 428291108 | 31,265 | 466,306 | SH | SOLE | 466,306 | 0 | 0 | ||
| KB FINANCIAL GROUP INC | SPONSORED ADR | 48241A105 | 60,206 | 1,247,022 | SH | SOLE | 1,247,022 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 18,894 | 442,292 | SH | SOLE | 442,292 | 0 | 0 | ||
| OWENS ILL INC | COM NEW | 690768403 | 24,255 | 1,290,890 | SH | SOLE | 1,290,890 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 27,287 | 465,024 | SH | SOLE | 465,024 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 37,743 | 528,103 | SH | SOLE | 528,103 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 32,979 | 277,722 | SH | SOLE | 277,722 | 0 | 0 | ||