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 19,953 677,287 SH   SOLE 0 677,287 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,557 139,300 SH   SOLE 0 139,300 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 20,434 488,733 SH   SOLE 0 488,733 0 0
AIR LEASE CORP CL A 00912X302 11,075 330,800 SH   SOLE 0 330,800 0 0
ALBANY INTL CORP CL A 012348108 228 6,250 SH   SOLE 0 6,250 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 1,261 137,199 SH   SOLE 0 137,199 0 0
AMKOR TECHNOLOGY INC COM 031652100 1,665 273,827 SH   SOLE 0 273,827 0 0
AVX CORP NEW COM 002444107 7,942 654,161 SH   SOLE 0 654,161 0 0
BRUKER CORP COM 116794108 9,662 398,100 SH   SOLE 0 398,100 0 0
CABOT CORP COM 127055101 3,695 90,377 SH   SOLE 0 90,377 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 17,495 704,857 SH   SOLE 0 704,857 0 0
CHINA AUTOMOTIVE SYS INC COM 16936R105 291 63,563 SH   SOLE 0 63,563 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 13,260 93,077 SH   SOLE 0 93,077 0 0
CHINA DIGITAL TV HLDG CO LTD SPONSORED ADR 16938G107 840 483,025 SH   SOLE 0 483,025 0 0
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944W104 2,505 170,512 SH   SOLE 0 170,512 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 12,989 415,527 SH   SOLE 0 415,527 0 0
CHINA YUCHAI INTL LTD COM G21082105 436 40,500 SH   SOLE 0 40,500 0 0
CHIPMOS TECH BERMUDA LTD SHS G2110R114 4,368 220,629 SH   SOLE 0 220,629 0 0
COHERENT INC COM 192479103 2,554 39,229 SH   SOLE 0 39,229 0 0
COHU INC COM 192576106 450 37,266 SH   SOLE 0 37,266 0 0
CTRIP COM INTL LTD AMERICAN DEP SH 22943F100 436 9,400 SH   SOLE 0 9,400 0 0
DOLBY LABORATORIES INC COM 25659T107 11,754 349,305 SH   SOLE 0 349,305 0 0
DR REDDYS LABS LTD ADR 256135203 1,124 24,282 SH   SOLE 0 24,282 0 0
DSP GROUP INC COM 23332B106 1,430 151,536 SH   SOLE 0 151,536 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 6,288 60,500 SH   SOLE 0 60,500 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 1,663 264,400 SH   SOLE 0 264,400 0 0
FABRINET SHS G3323L100 633 26,589 SH   SOLE 0 26,589 0 0
FINISAR CORP COM NEW 31787A507 3,084 212,125 SH   SOLE 0 212,125 0 0
GLOBAL SOURCES LTD ORD G39300101 322 41,291 SH   SOLE 0 41,291 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 3,243 146,220 SH   SOLE 0 146,220 0 0
HOMEINNS HOTEL GROUP SPONSORED ADR 43742E102 8,119 237,690 SH   SOLE 0 237,690 0 0
INFOSYS LTD SPONSORED ADR 456788108 16,041 957,678 SH   SOLE 0 957,678 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 4,016 152,400 SH   SOLE 0 152,400 0 0
INTERSIL CORP CL A 46069S109 3,385 265,280 SH   SOLE 0 265,280 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 605 66,800 SH   SOLE 0 66,800 0 0
KADANT INC COM 48282T104 4,765 117,327 SH   SOLE 0 117,327 0 0
KONGZHONG CORP SPONSORED ADR 50047P104 5,072 676,221 SH   SOLE 0 676,221 0 0
KULICKE & SOFFA INDS INC COM 501242101 6,317 541,343 SH   SOLE 0 541,343 0 0
LINEAR TECHNOLOGY CORP COM 535678106 5,079 119,600 SH   SOLE 0 119,600 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 205 23,200 SH   SOLE 0 23,200 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 6,493 170,860 SH   SOLE 0 170,860 0 0
MENTOR GRAPHICS CORP COM 587200106 2,398 130,159 SH   SOLE 0 130,159 0 0
MERCER INTL INC COM 588056101 7,655 845,836 SH   SOLE 0 845,836 0 0
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 15,846 584,274 SH   SOLE 0 584,274 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 2,992 221,456 SH   SOLE 0 221,456 0 0
NETEASE INC SPONSORED ADR 64110W102 25,104 138,515 SH   SOLE 0 138,515 0 0
NETGEAR INC COM 64111Q104 15,296 364,971 SH   SOLE 0 364,971 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 24,505 781,168 SH   SOLE 0 781,168 0 0
NEWS CORP NEW CL B 65249B208 258 18,500 SH   SOLE 0 18,500 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 897 91,548 SH   SOLE 0 91,548 0 0
ORBOTECH LTD ORD M75253100 2,044 92,355 SH   SOLE 0 92,355 0 0
PARK ELECTROCHEMICAL CORP COM 700416209 265 17,603 SH   SOLE 0 17,603 0 0
PEGASYSTEMS INC COM 705573103 5,956 216,588 SH   SOLE 0 216,588 0 0
PERKINELMER INC COM 714046109 16,548 308,900 SH   SOLE 0 308,900 0 0
PHOENIX NEW MEDIA LTD SPONSORED ADS 71910C103 2,957 491,272 SH   SOLE 0 491,272 0 0
QUALCOMM INC COM 747525103 825 16,500 SH   SOLE 0 16,500 0 0
RADWARE LTD ORD M81873107 696 45,400 SH   SOLE 0 45,400 0 0
SCICLONE PHARMACEUTICALS INC COM 80862K104 12,780 1,389,089 SH   SOLE 0 1,389,089 0 0
SILICON LABORATORIES INC COM 826919102 1,354 27,900 SH   SOLE 0 27,900 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 15,596 497,312 SH   SOLE 0 497,312 0 0
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 692 89,229 SH   SOLE 0 89,229 0 0
SKY-MOBI LTD SPONSORED ADS 83084G109 40 17,300 SH   SOLE 0 17,300 0 0
SOHU COM INC COM 83408W103 30,801 538,575 SH   SOLE 0 538,575 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 10,678 1,603,320 SH   SOLE 0 1,603,320 0 0
SYNTEL INC COM 87162H103 25,837 570,976 SH   SOLE 0 570,976 0 0
TAL ED GROUP ADS REPSTG COM 874080104 1,729 37,200 SH   SOLE 0 37,200 0 0
TAL INTL GROUP INC COM 874083108 873 54,900 SH   SOLE 0 54,900 0 0
TE CONNECTIVITY LTD REG SHS H84989104 472 7,300 SH   SOLE 0 7,300 0 0
TEXAS INSTRS INC COM 882508104 15,659 285,700 SH   SOLE 0 285,700 0 0
TUPPERWARE BRANDS CORP COM 899896104 8,442 151,700 SH   SOLE 0 151,700 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 110 58,300 SH   SOLE 0 58,300 0 0
UNIVERSAL ELECTRS INC COM 913483103 1,854 36,100 SH   SOLE 0 36,100 0 0
USANA HEALTH SCIENCES INC COM 90328M107 7,388 57,828 SH   SOLE 0 57,828 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 399 33,102 SH   SOLE 0 33,102 0 0
VISTEON CORP COM NEW 92839U206 18,659 162,958 SH   SOLE 0 162,958 0 0
WATERS CORP COM 941848103 6,987 51,919 SH   SOLE 0 51,919 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 11,394 365,294 SH   SOLE 0 365,294 0 0