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 95,106 489,030 SH   SOLE   489,030 0 0
ALPHABET INC CL C COM 02079K107 31,745 27,301 SH   SOLE   27,301 0 0
ARCONIC INC COM 03965L100 14,383 895,632 SH   SOLE   895,632 0 0
ARISTA NETWORKS INC COM 040413106 28,585 141,129 SH   SOLE   141,129 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 33,931 494,340 SH   SOLE   494,340 0 0
CHARLES RIV LABS INTL INC COM 159864107 30,160 238,973 SH   SOLE   238,973 0 0
CIENA CORP COM NEW 171779309 32,795 823,797 SH   SOLE   823,797 0 0
CIGNA CORP NEW COM 125523100 31,705 178,945 SH   SOLE   178,945 0 0
CITIGROUP INC COM NEW 172967424 14,581 346,192 SH   SOLE   346,192 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 29,411 542,551 SH   SOLE   542,551 0 0
HESS CORP COM 42809H107 26,445 794,153 SH   SOLE   794,153 0 0
IHS MARKIT LTD SHS G47567105 25,019 416,987 SH   SOLE   416,987 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 40,219 1,479,194 SH   SOLE   1,479,194 0 0
RALPH LAUREN CORP CL A 751212101 25,324 378,943 SH   SOLE   378,943 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 53,201 1,002,100 SH   SOLE   1,002,100 0 0
TEXTRON INC COM 883203101 18,919 709,378 SH   SOLE   709,378 0 0
VMWARE INC CL A COM 928563402 26,803 221,332 SH   SOLE   221,332 0 0
DISNEY WALT CO COM DISNEY 254687106 25,452 263,485 SH   SOLE   263,485 0 0