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 19,954 231,921 SH   SOLE   231,921 0 0
58 COM INC SPON ADR REP A 31680Q104 17,843 223,432 SH   SOLE   223,432 0 0
ACUSHNET HOLDINGS CORP COM 005098108 10,147 439,469 SH   SOLE   439,469 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 18,479 276,224 SH   SOLE   276,224 0 0
APPLIED MATLS INC COM 038222105 19,004 341,743 SH   SOLE   341,743 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 16,754 194,951 SH   SOLE   194,951 0 0
AVX CORP NEW COM 002444107 7,575 457,681 SH   SOLE   457,681 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,407 88,100 SH   SOLE   88,100 0 0
BROADCOM LTD SHS Y09827109 401 1,700 SH   SOLE   1,700 0 0
BRUKER CORP COM 116794108 4,108 137,305 SH   SOLE   137,305 0 0
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944W104 2,758 337,588 SH   SOLE   337,588 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 1,002 11,326 SH   SOLE   11,326 0 0
CHINA YUCHAI INTL LTD COM G21082105 6,487 306,439 SH   SOLE   306,439 0 0
CISCO SYS INC COM 17275R102 12,404 289,200 SH   SOLE   289,200 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 10,489 130,300 SH   SOLE   130,300 0 0
CONOCOPHILLIPS COM 20825C104 1,215 20,500 SH   SOLE   20,500 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 2,598 153,210 SH   SOLE   153,210 0 0
DANAHER CORP DEL COM 235851102 206 2,100 SH   SOLE   2,100 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 217 1,600 SH   SOLE   1,600 0 0
ELBIT SYS LTD ORD M3760D101 1,900 15,632 SH   SOLE   15,632 0 0
EMERSON ELEC CO COM 291011104 301 4,400 SH   SOLE   4,400 0 0
FACEBOOK INC CL A 30303M102 17,082 106,900 SH   SOLE   106,900 0 0
FORTINET INC COM 34959E109 17,667 329,737 SH   SOLE   329,737 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 17,196 980,400 SH   SOLE   980,400 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 18,965 240,800 SH   SOLE   240,800 0 0
HP INC COM 40434L105 17,655 805,433 SH   SOLE   805,433 0 0
HUNTSMAN CORP COM 447011107 9,550 326,500 SH   SOLE   326,500 0 0
IMPERVA INC COM 45321L100 225 5,200 SH   SOLE   5,200 0 0
INGERSOLL-RAND PLC SHS G47791101 4,748 55,522 SH   SOLE   55,522 0 0
KULICKE & SOFFA INDS INC COM 501242101 12,297 491,670 SH   SOLE   491,670 0 0
LAM RESEARCH CORP COM 512807108 18,309 90,123 SH   SOLE   90,123 0 0
LAS VEGAS SANDS CORP COM 517834107 24,049 334,474 SH   SOLE   334,474 0 0
LAUDER ESTEE COS INC CL A 518439104 19,430 129,775 SH   SOLE   129,775 0 0
LEMAITRE VASCULAR INC COM 525558201 2,630 72,587 SH   SOLE   72,587 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,831 39,000 SH   SOLE   39,000 0 0
MCDERMOTT INTL INC COM 580037109 110 18,100 SH   SOLE   18,100 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 27,792 959,000 SH   SOLE   959,000 0 0
MERCER INTL INC COM 588056101 4,705 377,882 SH   SOLE   377,882 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 16,543 28,769 SH   SOLE   28,769 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 429 4,700 SH   SOLE   4,700 0 0
MICRON TECHNOLOGY INC COM 595112103 8,520 163,400 SH   SOLE   163,400 0 0
MICROSOFT CORP COM 594918104 301 3,300 SH   SOLE   3,300 0 0
MYRIAD GENETICS INC COM 62855J104 16,356 553,505 SH   SOLE   553,505 0 0
NETAPP INC COM 64110D104 4,497 72,900 SH   SOLE   72,900 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 12,344 140,836 SH   SOLE   140,836 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 515 19,000 SH   SOLE   19,000 0 0
NVIDIA CORP COM 67066G104 208 900 SH   SOLE   900 0 0
ORION ENGINEERED CARBONS S A COM L72967109 659 24,300 SH   SOLE   24,300 0 0
PEARSON PLC SPONSORED ADR 705015105 455 43,200 SH   SOLE   43,200 0 0
PERKINELMER INC COM 714046109 17,231 227,568 SH   SOLE   227,568 0 0
PFIZER INC COM 717081103 408 11,500 SH   SOLE   11,500 0 0
PHOENIX NEW MEDIA LTD SPONSORED ADS 71910C103 114 26,167 SH   SOLE   26,167 0 0
POWERSHARES ETF TRUST GOLDEN DRG CHINA 73935X401 770 16,676 SH   SOLE   16,676 0 0
POWERSHARES ETF TRUST DYN SEMCT PORT 73935X781 3,356 63,506 SH   SOLE   63,506 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 16,775 255,989 SH   SOLE   255,989 0 0
SANOFI SPONSORED ADR 80105N105 10,416 259,885 SH   SOLE   259,885 0 0
SHUTTERSTOCK INC COM 825690100 3,086 64,100 SH   SOLE   64,100 0 0
SINA CORP ORD G81477104 3,191 30,600 SH   SOLE   30,600 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 14,378 594,864 SH   SOLE   594,864 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 7,452 195,332 SH   SOLE   195,332 0 0
STARBUCKS CORP COM 855244109 556 9,600 SH   SOLE   9,600 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 23,606 1,059,038 SH   SOLE   1,059,038 0 0
SYNTEL INC COM 87162H103 3,367 131,887 SH   SOLE   131,887 0 0
TARENA INTL INC ADR 876108101 6,668 594,254 SH   SOLE   594,254 0 0
TERADYNE INC COM 880770102 14,435 315,800 SH   SOLE   315,800 0 0
TEXAS INSTRS INC COM 882508104 15,241 146,700 SH   SOLE   146,700 0 0
UNILEVER PLC SPON ADR NEW 904767704 25,871 465,647 SH   SOLE   465,647 0 0
VALE S A ADR 91912E105 2,928 230,200 SH   SOLE   230,200 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 521 5,000 SH   SOLE   5,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 6,980 420,000 SH   SOLE   420,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 1,782 57,221 SH   SOLE   57,221 0 0
WATERS CORP COM 941848103 17,720 89,200 SH   SOLE   89,200 0 0
WEIBO CORP SPONSORED ADR 948596101 2,463 20,600 SH   SOLE   20,600 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 8,660 191,033 SH   SOLE   191,033 0 0
XILINX INC COM 983919101 231 3,200 SH   SOLE   3,200 0 0