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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 72,883 435,826 SH   SOLE   435,826 0 0
ALPHABET INC CL C COM 02079K107 36,120 29,631 SH   SOLE   29,631 0 0
ARCONIC INC COM 03965L100 36,438 1,401,462 SH   SOLE   1,401,462 0 0
CHARLES RIV LABS INTL INC COM 159864107 24,591 185,775 SH   SOLE   185,775 0 0
CIENA CORP COM NEW 171779309 31,864 812,243 SH   SOLE   812,243 0 0
CIGNA CORP NEW COM 125523100 20,597 135,700 SH   SOLE   135,700 0 0
CITIGROUP INC COM NEW 172967424 29,450 426,328 SH   SOLE   426,328 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 35,589 1,215,073 SH   SOLE   1,215,073 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 12,882 199,295 SH   SOLE   199,295 0 0
FEDEX CORP COM 31428X106 26,386 181,262 SH   SOLE   181,262 0 0
HESS CORP COM 42809H107 34,359 568,121 SH   SOLE   568,121 0 0
HEXCEL CORP NEW COM 428291108 40,541 493,628 SH   SOLE   493,628 0 0
IHS MARKIT LTD SHS G47567105 25,913 387,469 SH   SOLE   387,469 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 45,383 1,270,528 SH   SOLE   1,270,528 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 75,557 1,138,260 SH   SOLE   1,138,260 0 0
TEXTRON INC COM 883203101 32,287 659,469 SH   SOLE   659,469 0 0
DISNEY WALT CO COM DISNEY 254687106 31,956 245,219 SH   SOLE   245,219 0 0
WHIRLPOOL CORP COM 963320106 31,702 200,192 SH   SOLE   200,192 0 0