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 95,323 449,426 SH   SOLE   449,426 0 0
ALPHABET INC CL C COM 02079K107 35,378 26,461 SH   SOLE   26,461 0 0
ARCONIC INC COM 03965L100 37,642 1,223,344 SH   SOLE   1,223,344 0 0
CHARLES RIV LABS INTL INC COM 159864107 29,462 192,869 SH   SOLE   192,869 0 0
CIENA CORP COM NEW 171779309 29,430 689,399 SH   SOLE   689,399 0 0
CIGNA CORP NEW COM 125523100 28,932 141,487 SH   SOLE   141,487 0 0
CITIGROUP INC COM NEW 172967424 35,503 444,407 SH   SOLE   444,407 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 36,156 525,531 SH   SOLE   525,531 0 0
HESS CORP COM 42809H107 39,571 592,292 SH   SOLE   592,292 0 0
HEXCEL CORP NEW COM 428291108 32,945 449,394 SH   SOLE   449,394 0 0
IHS MARKIT LTD SHS G47567105 30,441 404,004 SH   SOLE   404,004 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 54,283 1,312,149 SH   SOLE   1,312,149 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 95,925 1,094,912 SH   SOLE   1,094,912 0 0
TEXTRON INC COM 883203101 30,666 687,596 SH   SOLE   687,596 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 25,532 116,612 SH   SOLE   116,612 0 0
VMWARE INC CL A COM 928563402 32,551 214,448 SH   SOLE   214,448 0 0
DISNEY WALT CO COM DISNEY 254687106 36,940 255,412 SH   SOLE   255,412 0 0
WHIRLPOOL CORP COM 963320106 30,782 208,655 SH   SOLE   208,655 0 0