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
3M CO COM 88579Y101 7,518 42,100 SH   SOLE   42,100 0 0
51JOB INC SP ADR REP COM 316827104 15,378 454,978 SH   SOLE   454,978 0 0
A10 NETWORKS INC COM 002121101 2,217 266,734 SH   SOLE   266,734 0 0
ABBOTT LABS COM 002824100 8,650 225,200 SH   SOLE   225,200 0 0
AERCAP HOLDINGS NV SHS N00985106 26,177 629,095 SH   SOLE   629,095 0 0
AIR LEASE CORP CL A 00912X302 13,235 385,519 SH   SOLE   385,519 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 238 11,188 SH   SOLE   11,188 0 0
AMBARELLA INC SHS G037AX101 254 4,700 SH   SOLE   4,700 0 0
AMETEK INC NEW COM 031100100 676 13,900 SH   SOLE   13,900 0 0
AMKOR TECHNOLOGY INC COM 031652100 972 92,102 SH   SOLE   92,102 0 0
AMPHENOL CORP NEW CL A 032095101 20,858 310,384 SH   SOLE   310,384 0 0
ANALOG DEVICES INC COM 032654105 3,951 54,400 SH   SOLE   54,400 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 698 66,400 SH   SOLE   66,400 0 0
APPLIED MATLS INC COM 038222105 670 20,752 SH   SOLE   20,752 0 0
ARROW ELECTRS INC COM 042735100 2,274 31,900 SH   SOLE   31,900 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 5,232 191,500 SH   SOLE   191,500 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 661 186,617 SH   SOLE   186,617 0 0
AUTOLIV INC COM 052800109 883 7,800 SH   SOLE   7,800 0 0
AVNET INC COM 053807103 5,751 120,800 SH   SOLE   120,800 0 0
AVX CORP NEW COM 002444107 13,514 864,631 SH   SOLE   864,631 0 0
BAIDU INC SPON ADR REP A 056752108 1,019 6,200 SH   SOLE   6,200 0 0
BENCHMARK ELECTRS INC COM 08160H101 671 22,000 SH   SOLE   22,000 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 14,585 463,600 SH   SOLE   463,600 0 0
BOEING CO COM 097023105 9,356 60,100 SH   SOLE   60,100 0 0
BRUKER CORP COM 116794108 1,713 80,900 SH   SOLE   80,900 0 0
CABOT CORP COM 127055101 1,592 31,500 SH   SOLE   31,500 0 0
CELANESE CORP DEL COM SER A 150870103 685 8,700 SH   SOLE   8,700 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 12,449 586,648 SH   SOLE   586,648 0 0
CHINA AUTOMOTIVE SYS INC COM 16936R105 341 63,563 SH   SOLE   63,563 0 0
CHINA DIGITAL TV HLDG CO LTD SPONSORED ADR 16938G107 705 483,025 SH   SOLE   483,025 0 0
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944W104 3,987 356,651 SH   SOLE   356,651 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 8,629 166,448 SH   SOLE   166,448 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 14,481 203,907 SH   SOLE   203,907 0 0
CHINA YUCHAI INTL LTD COM G21082105 631 45,695 SH   SOLE   45,695 0 0
CHIPMOS TECHNOLOGIES INC SPONSORED ADR 16965P103 1,790 126,860 SH   SOLE   126,860 0 0
COHU INC COM 192576106 1,494 107,514 SH   SOLE   107,514 0 0
DOLBY LABORATORIES INC COM 25659T107 2,097 46,400 SH   SOLE   46,400 0 0
DSP GROUP INC COM 23332B106 2,107 161,436 SH   SOLE   161,436 0 0
ELBIT SYS LTD ORD M3760D101 530 5,200 SH   SOLE   5,200 0 0
ELECTRONIC ARTS INC COM 285512109 1,394 17,700 SH   SOLE   17,700 0 0
GENPACT LIMITED SHS G3922B107 1,300 53,400 SH   SOLE   53,400 0 0
GLOBAL SOURCES LTD ORD G39300101 320 36,191 SH   SOLE   36,191 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 145 48,300 SH   SOLE   48,300 0 0
HARMONY GOLD MNG LTD SPONSORED ADR 413216300 382 173,000 SH   SOLE   173,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 5,158 85,000 SH   SOLE   85,000 0 0
ICICI BK LTD ADR 45104G104 294 39,200 SH   SOLE   39,200 0 0
INTEL CORP COM 458140100 7,214 198,900 SH   SOLE   198,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,439 54,644 SH   SOLE   54,644 0 0
JONES LANG LASALLE INC COM 48020Q107 374 3,700 SH   SOLE   3,700 0 0
KADANT INC COM 48282T104 3,560 58,175 SH   SOLE   58,175 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 2,231 63,232 SH   SOLE   63,232 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,448 39,600 SH   SOLE   39,600 0 0
KNOWLES CORP COM 49926D109 1,332 79,700 SH   SOLE   79,700 0 0
KONGZHONG CORP SPONSORED ADR 50047P104 3,212 462,882 SH   SOLE   462,882 0 0
KT CORP SPONSORED ADR 48268K101 27,454 1,948,451 SH   SOLE   1,948,451 0 0
KULICKE & SOFFA INDS INC COM 501242101 8,714 546,312 SH   SOLE   546,312 0 0
LAM RESEARCH CORP COM 512807108 16,728 158,211 SH   SOLE   158,211 0 0
LAS VEGAS SANDS CORP COM 517834107 1,164 21,800 SH   SOLE   21,800 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 4,611 358,821 SH   SOLE   358,821 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 3,429 88,900 SH   SOLE   88,900 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 3,630 51,300 SH   SOLE   51,300 0 0
MENTOR GRAPHICS CORP COM 587200106 9,104 246,800 SH   SOLE   246,800 0 0
MERCER INTL INC COM 588056101 9,555 897,202 SH   SOLE   897,202 0 0
NATIONAL INSTRS CORP COM 636518102 1,433 46,500 SH   SOLE   46,500 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 7,734 673,697 SH   SOLE   673,697 0 0
NETGEAR INC COM 64111Q104 1,169 21,500 SH   SOLE   21,500 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 1,166 88,622 SH   SOLE   88,622 0 0
ORBOTECH LTD ORD M75253100 7,469 223,550 SH   SOLE   223,550 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 11,459 392,964 SH   SOLE   392,964 0 0
PARK ELECTROCHEMICAL CORP COM 700416209 260 13,935 SH   SOLE   13,935 0 0
PEGASYSTEMS INC COM 705573103 15,038 417,725 SH   SOLE   417,725 0 0
PERKINELMER INC COM 714046109 15,248 292,385 SH   SOLE   292,385 0 0
PHOENIX NEW MEDIA LTD SPONSORED ADS 71910C103 1,317 419,478 SH   SOLE   419,478 0 0
PRUDENTIAL FINL INC COM 744320102 17,846 171,500 SH   SOLE   171,500 0 0
PRUDENTIAL PLC ADR 74435K204 8,267 207,771 SH   SOLE   207,771 0 0
QIAGEN NV REG SHS N72482107 4,150 148,116 SH   SOLE   148,116 0 0
QUAKER CHEM CORP COM 747316107 474 3,702 SH   SOLE   3,702 0 0
QUALCOMM INC COM 747525103 17,395 266,800 SH   SOLE   266,800 0 0
RADWARE LTD ORD M81873107 828 56,800 SH   SOLE   56,800 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 3,982 170,532 SH   SOLE   170,532 0 0
SCICLONE PHARMACEUTICALS INC COM 80862K104 4,634 429,069 SH   SOLE   429,069 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 2,607 68,300 SH   SOLE   68,300 0 0
SIERRA WIRELESS INC COM 826516106 523 33,300 SH   SOLE   33,300 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 12,925 618,400 SH   SOLE   618,400 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 12,438 413,500 SH   SOLE   413,500 0 0
SOHU COM INC COM 83408W103 4,023 118,713 SH   SOLE   118,713 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 30,853 2,718,355 SH   SOLE   2,718,355 0 0
SYKES ENTERPRISES INC COM 871237103 900 31,182 SH   SOLE   31,182 0 0
SYNERON MEDICAL LTD ORD SHS M87245102 178 21,200 SH   SOLE   21,200 0 0
SYNTEL INC COM 87162H103 866 43,743 SH   SOLE   43,743 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 10,141 352,727 SH   SOLE   352,727 0 0
TARENA INTL INC ADR 876108101 1,210 80,700 SH   SOLE   80,700 0 0
TATA MTRS LTD SPONSORED ADR 876568502 1,135 33,000 SH   SOLE   33,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 8,247 119,043 SH   SOLE   119,043 0 0
TERADYNE INC COM 880770102 536 21,100 SH   SOLE   21,100 0 0
TRINSEO S A SHS L9340P101 4,803 81,000 SH   SOLE   81,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 9,980 189,657 SH   SOLE   189,657 0 0
VARIAN MED SYS INC COM 92220P105 7,470 83,200 SH   SOLE   83,200 0 0
VIAVI SOLUTIONS INC COM 925550105 507 62,000 SH   SOLE   62,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 19,469 1,201,801 SH   SOLE   1,201,801 0 0
XILINX INC COM 983919101 4,593 76,077 SH   SOLE   76,077 0 0