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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 71,952 | 424,626 | SH | SOLE | 424,626 | 0 | 0 | ||
| ALPHABET INC CL C | COM | 02079K107 | 30,534 | 28,249 | SH | SOLE | 28,249 | 0 | 0 | ||
| ARCONIC INC | COM | 03965L100 | 34,668 | 1,342,713 | SH | SOLE | 1,342,713 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 20,486 | 144,375 | SH | SOLE | 144,375 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 31,887 | 775,274 | SH | SOLE | 775,274 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 28,494 | 406,888 | SH | SOLE | 406,888 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 44,135 | 1,195,773 | SH | SOLE | 1,195,773 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 25,190 | 153,425 | SH | SOLE | 153,425 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 34,467 | 542,193 | SH | SOLE | 542,193 | 0 | 0 | ||
| HEXCEL CORP NEW | COM | 428291108 | 38,109 | 471,188 | SH | SOLE | 471,188 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 10,015 | 157,182 | SH | SOLE | 157,182 | 0 | 0 | ||
| KB FINANCIAL GROUP INC | SPONSORED ADR | 48241A105 | 49,958 | 1,265,404 | SH | SOLE | 1,265,404 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 28,911 | 545,083 | SH | SOLE | 545,083 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 32,686 | 234,077 | SH | SOLE | 234,077 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 32,861 | 230,832 | SH | SOLE | 230,832 | 0 | 0 | ||