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
51JOB INC SP ADR REP COM 316827104 16,838 506,550 SH   SOLE 506,550 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 16,583 429,833 SH   SOLE 429,833 0 0
ALBANY INTL CORP CL A 012348108 1,126 28,300 SH   SOLE 28,300 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 1,190 136,099 SH   SOLE 136,099 0 0
AMKOR TECHNOLOGY INC COM 031652100 242 40,500 SH   SOLE 40,500 0 0
AVX CORP NEW COM 002444107 7,155 531,561 SH   SOLE 531,561 0 0
CABOT CORP COM 127055101 6,600 177,001 SH   SOLE 177,001 0 0
CEVA INC COM 157210105 1,185 60,994 SH   SOLE 60,994 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 13,852 464,351 SH   SOLE 464,351 0 0
CHINA AUTOMOTIVE SYS INC COM 16936R105 535 63,563 SH   SOLE 63,563 0 0
CHINA DIGITAL TV HLDG CO LTD SPONSORED ADR 16938G107 1,893 456,125 SH   SOLE 456,125 0 0
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944W104 2,471 154,081 SH   SOLE 154,081 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 1,780 72,900 SH   SOLE 72,900 0 0
CHINA YUCHAI INTL LTD COM G21082105 575 34,300 SH   SOLE 34,300 0 0
CHIPMOS TECH BERMUDA LTD SHS G2110R114 4,299 196,839 SH   SOLE 196,839 0 0
CIRRUS LOGIC INC COM 172755100 9,896 290,805 SH   SOLE 290,805 0 0
COMVERSE INC COM 20585P105 308 15,337 SH   SOLE 15,337 0 0
CROCS INC COM 227046109 11,840 804,900 SH   SOLE 804,900 0 0
DOLBY LABORATORIES INC COM 25659T107 19,678 495,905 SH   SOLE 495,905 0 0
DR REDDYS LABS LTD ADR 256135203 2,415 43,655 SH   SOLE 43,655 0 0
DSP GROUP INC COM 23332B106 1,875 181,536 SH   SOLE 181,536 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 6,698 54,900 SH   SOLE 54,900 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 2,232 332,200 SH   SOLE 332,200 0 0
EZCHIP SEMICONDUCTOR LIMITED ORD M4146Y108 1,839 115,200 SH   SOLE 115,200 0 0
FABRINET SHS G3323L100 1,192 63,666 SH   SOLE 63,666 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 6,974 401,280 SH   SOLE 401,280 0 0
GENPACT LIMITED SHS G3922B107 15,408 722,354 SH   SOLE 722,354 0 0
GLOBAL SOURCES LTD ORD G39300101 589 84,792 SH   SOLE 84,792 0 0
HERBALIFE LTD COM USD SHS G4412G101 8,092 146,889 SH   SOLE 146,889 0 0
HOMEINNS HOTEL GROUP SPONSORED ADR 43742E102 1,705 55,141 SH   SOLE 55,141 0 0
INFOSYS LTD SPONSORED ADR 456788108 17,020 1,073,800 SH   SOLE 1,073,800 0 0
INTERDIGITAL INC COM 45867G101 1,798 31,600 SH   SOLE 31,600 0 0
INTERFACE INC COM 458665304 4,582 182,900 SH   SOLE 182,900 0 0
INTERSIL CORP CL A 46069S109 7,173 573,415 SH   SOLE 573,415 0 0
INTL FCSTONE INC COM 46116V105 6,320 190,142 SH   SOLE 190,142 0 0
KADANT INC COM 48282T104 1,185 25,100 SH   SOLE 25,100 0 0
KONGZHONG CORP SPONSORED ADR 50047P104 2,889 393,550 SH   SOLE 393,550 0 0
KULICKE & SOFFA INDS INC COM 501242101 11,289 964,010 SH   SOLE 964,010 0 0
MAXLINEAR INC CL A 57776J100 346 28,600 SH   SOLE 28,600 0 0
MERCER INTL INC COM 588056101 3,664 267,808 SH   SOLE 267,808 0 0
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 13,369 469,095 SH   SOLE 469,095 0 0
NATIONAL INSTRS CORP COM 636518102 681 23,100 SH   SOLE 23,100 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 587 32,100 SH   SOLE 32,100 0 0
NETEASE INC SPONSORED ADR 64110W102 25,962 179,215 SH   SOLE 179,215 0 0
NETGEAR INC COM 64111Q104 1,648 54,908 SH   SOLE 54,908 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 27,445 1,119,310 SH   SOLE 1,119,310 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 1,056 84,496 SH   SOLE 84,496 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 6,702 142,200 SH   SOLE 142,200 0 0
OMNIVISION TECHNOLOGIES INC COM 682128103 13,535 516,713 SH   SOLE 516,713 0 0
ORBOTECH LTD ORD M75253100 5,285 254,089 SH   SOLE 254,089 0 0
PARK ELECTROCHEMICAL CORP COM 700416209 408 21,300 SH   SOLE 21,300 0 0
PEGASYSTEMS INC COM 705573103 3,542 154,749 SH   SOLE 154,749 0 0
PERICOM SEMICONDUCTOR CORP COM 713831105 2,043 155,343 SH   SOLE 155,343 0 0
PHOENIX NEW MEDIA LTD SPONSORED ADS 71910C103 3,611 455,872 SH   SOLE 455,872 0 0
PMC-SIERRA INC COM 69344F106 4,414 515,690 SH   SOLE 515,690 0 0
SCICLONE PHARMACEUTICALS INC COM 80862K104 17,379 1,769,782 SH   SOLE 1,769,782 0 0
SHANDA GAMES LTD SP ADR REPTG A 81941U105 9,037 1,313,531 SH   SOLE 1,313,531 0 0
SIGMA DESIGNS INC COM 826565103 235 19,700 SH   SOLE 19,700 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 18,962 547,884 SH   SOLE 547,884 0 0
SKY-MOBI LTD SPONSORED ADS 83084G109 106 20,400 SH   SOLE 20,400 0 0
SOHU COM INC COM 83408W103 11,822 200,075 SH   SOLE 200,075 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 11,612 1,430,107 SH   SOLE 1,430,107 0 0
SYNTEL INC COM 87162H103 15,280 321,826 SH   SOLE 321,826 0 0
TELETECH HOLDINGS INC COM 879939106 1,591 58,738 SH   SOLE 58,738 0 0
TTM TECHNOLOGIES INC COM 87305R109 5,619 562,510 SH   SOLE 562,510 0 0
TUPPERWARE BRANDS CORP COM 899896104 2,710 41,993 SH   SOLE 41,993 0 0
USANA HEALTH SCIENCES INC COM 90328M107 26,385 193,072 SH   SOLE 193,072 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,229 190,800 SH   SOLE 190,800 0 0
WATERS CORP COM 941848103 514 4,000 SH   SOLE 4,000 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 21,056 498,250 SH   SOLE 498,250 0 0