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 23,484 525,012 SH   SOLE   525,012 0 0
A10 NETWORKS INC COM 002121101 431 51,034 SH   SOLE   51,034 0 0
AERCAP HOLDINGS NV SHS N00985106 1,073 23,100 SH   SOLE   23,100 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 362 6,100 SH   SOLE   6,100 0 0
AIR PRODS & CHEMS INC COM 009158106 1,860 13,000 SH   SOLE   13,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 1,302 38,200 SH   SOLE   38,200 0 0
AVX CORP NEW COM 002444107 13,569 830,431 SH   SOLE   830,431 0 0
BENCHMARK ELECTRS INC COM 08160H101 6,062 187,667 SH   SOLE   187,667 0 0
CAESARSTONE LTD ORD SHS M20598104 207 5,900 SH   SOLE   5,900 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 12,270 316,557 SH   SOLE   316,557 0 0
CHEETAH MOBILE INC ADR 163075104 1,159 107,523 SH   SOLE   107,523 0 0
CHINA AUTOMOTIVE SYS INC COM 16936R105 308 63,563 SH   SOLE   63,563 0 0
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944W104 3,236 362,751 SH   SOLE   362,751 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 5,681 70,410 SH   SOLE   70,410 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 297 5,600 SH   SOLE   5,600 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 5,132 65,298 SH   SOLE   65,298 0 0
CHINA YUCHAI INTL LTD COM G21082105 3,936 216,166 SH   SOLE   216,166 0 0
COHU INC COM 192576106 3,694 234,701 SH   SOLE   234,701 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 21,926 407,100 SH   SOLE   407,100 0 0
DSP GROUP INC COM 23332B106 1,862 160,533 SH   SOLE   160,533 0 0
ELBIT SYS LTD ORD M3760D101 1,406 11,362 SH   SOLE   11,362 0 0
ELECTRONIC ARTS INC COM 285512109 13,469 127,400 SH   SOLE   127,400 0 0
ENTEGRIS INC COM 29362U104 1,125 51,268 SH   SOLE   51,268 0 0
FIBRIA CELULOSE S A SP ADR REP COM 31573A109 1,221 120,200 SH   SOLE   120,200 0 0
GLOBAL SOURCES LTD ORD G39300101 724 36,191 SH   SOLE   36,191 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 1,841 528,900 SH   SOLE   528,900 0 0
HARMONY GOLD MNG LTD SPONSORED ADR 413216300 3,312 2,007,298 SH   SOLE   2,007,298 0 0
HAWAIIAN HOLDINGS INC COM 419879101 8,226 175,207 SH   SOLE   175,207 0 0
HP INC COM 40434L105 15,984 914,395 SH   SOLE   914,395 0 0
INTERFACE INC COM 458665304 638 32,445 SH   SOLE   32,445 0 0
KADANT INC COM 48282T104 1,888 25,110 SH   SOLE   25,110 0 0
KNOWLES CORP COM 49926D109 9,746 576,000 SH   SOLE   576,000 0 0
KT CORP SPONSORED ADR 48268K101 19,984 1,200,970 SH   SOLE   1,200,970 0 0
KULICKE & SOFFA INDS INC COM 501242101 15,882 834,991 SH   SOLE   834,991 0 0
LAM RESEARCH CORP COM 512807108 20,474 144,761 SH   SOLE   144,761 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,848 414,500 SH   SOLE   414,500 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 9,101 405,381 SH   SOLE   405,381 0 0
MERCER INTL INC COM 588056101 9,562 831,444 SH   SOLE   831,444 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 6,215 630,316 SH   SOLE   630,316 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 260 11,771 SH   SOLE   11,771 0 0
ORION ENGINEERED CARBONS S A COM L72967109 295 14,800 SH   SOLE   14,800 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 12,884 382,664 SH   SOLE   382,664 0 0
PARK ELECTROCHEMICAL CORP COM 700416209 246 13,335 SH   SOLE   13,335 0 0
PERKINELMER INC COM 714046109 1,762 25,863 SH   SOLE   25,863 0 0
PHOENIX NEW MEDIA LTD SPONSORED ADS 71910C103 1,072 407,422 SH   SOLE   407,422 0 0
PHOTRONICS INC COM 719405102 259 27,579 SH   SOLE   27,579 0 0
QIAGEN NV SHS NEW N72482123 5,157 153,800 SH   SOLE   153,800 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 1,911 83,630 SH   SOLE   83,630 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 3,755 96,900 SH   SOLE   96,900 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 13,577 528,900 SH   SOLE   528,900 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 3,916 112,353 SH   SOLE   112,353 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 27,915 1,941,246 SH   SOLE   1,941,246 0 0
SYKES ENTERPRISES INC COM 871237103 3,501 104,421 SH   SOLE   104,421 0 0
TARENA INTL INC ADR 876108101 20,246 1,130,405 SH   SOLE   1,130,405 0 0
TRINSEO S A SHS L9340P101 9,955 144,900 SH   SOLE   144,900 0 0
TUPPERWARE BRANDS CORP COM 899896104 6,975 99,320 SH   SOLE   99,320 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 1,313 538,317 SH   SOLE   538,317 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 24,069 1,449,926 SH   SOLE   1,449,926 0 0
YUM CHINA HLDGS INC COM 98850P109 812 20,600 SH   SOLE   20,600 0 0