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
21VIANET GROUP INC SPONSORED ADR 90138A103 1,340 132,627 SH   SOLE   132,627 0 0
3M CO COM 88579Y101 253 1,200 SH   SOLE   1,200 0 0
51JOB INC SP ADR REP COM 316827104 15,549 201,963 SH   SOLE   201,963 0 0
ABBOTT LABS COM 002824100 470 6,400 SH   SOLE   6,400 0 0
ACUSHNET HOLDINGS CORP COM 005098108 14,948 544,946 SH   SOLE   544,946 0 0
ADOBE SYS INC COM 00724F101 3,239 12,000 SH   SOLE   12,000 0 0
AERCAP HOLDINGS NV SHS N00985106 15,086 262,272 SH   SOLE   262,272 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 14,651 207,699 SH   SOLE   207,699 0 0
AIR PRODS & CHEMS INC COM 009158106 718 4,300 SH   SOLE   4,300 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 2,788 118,760 SH   SOLE   118,760 0 0
APPLE INC COM 037833100 1,151 5,100 SH   SOLE   5,100 0 0
ATLASSIAN CORP PLC CL A G06242104 1,625 16,900 SH   SOLE   16,900 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 295 70,087 SH   SOLE   70,087 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 15,805 204,174 SH   SOLE   204,174 0 0
AVNET INC COM 053807103 12,504 279,289 SH   SOLE   279,289 0 0
AVX CORP NEW COM 002444107 14,124 782,481 SH   SOLE   782,481 0 0
BAIDU INC SPON ADR REP A 056752108 18,193 79,556 SH   SOLE   79,556 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 434 8,700 SH   SOLE   8,700 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 374 8,500 SH   SOLE   8,500 0 0
BRUKER CORP COM 116794108 4,871 145,632 SH   SOLE   145,632 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,490 77,006 SH   SOLE   77,006 0 0
CALLAWAY GOLF CO COM 131193104 4,239 174,517 SH   SOLE   174,517 0 0
CHEETAH MOBILE INC ADR 163075104 152 15,500 SH   SOLE   15,500 0 0
CHEMOURS CO COM 163851108 272 6,900 SH   SOLE   6,900 0 0
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944W104 2,787 336,608 SH   SOLE   336,608 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 7,470 152,667 SH   SOLE   152,667 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 5,765 57,401 SH   SOLE   57,401 0 0
CHINA TELECOM CORP LTD SPON ADR H SHS 169426103 332 6,718 SH   SOLE   6,718 0 0
CHINA YUCHAI INTL LTD COM G21082105 5,936 343,732 SH   SOLE   343,732 0 0
CODEXIS INC COM 192005106 3,645 212,536 SH   SOLE   212,536 0 0
COHU INC COM 192576106 243 9,676 SH   SOLE   9,676 0 0
CONOCOPHILLIPS COM 20825C104 909 11,739 SH   SOLE   11,739 0 0
CTS CORP COM 126501105 855 24,937 SH   SOLE   24,937 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 9,528 364,928 SH   SOLE   364,928 0 0
DR REDDYS LABS LTD ADR 256135203 323 9,330 SH   SOLE   9,330 0 0
FORTINET INC COM 34959E109 13,988 151,600 SH   SOLE   151,600 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 1,434 51,600 SH   SOLE   51,600 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 881 41,239 SH   SOLE   41,239 0 0
HP INC COM 40434L105 14,363 557,366 SH   SOLE   557,366 0 0
IKANG HEALTHCARE GROUP INC SPONSORED ADR 45174L108 206 11,400 SH   SOLE   11,400 0 0
INFOSYS LTD SPONSORED ADR 456788108 18,634 1,832,282 SH   SOLE   1,832,282 0 0
INTERDIGITAL INC COM 45867G101 2,264 28,296 SH   SOLE   28,296 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 17,811 775,381 SH   SOLE   775,381 0 0
KENNAMETAL INC COM 489170100 1,163 26,702 SH   SOLE   26,702 0 0
KT CORP SPONSORED ADR 48268K101 16,758 1,128,453 SH   SOLE   1,128,453 0 0
LAS VEGAS SANDS CORP COM 517834107 898 15,129 SH   SOLE   15,129 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,722 61,643 SH   SOLE   61,643 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 12,103 214,629 SH   SOLE   214,629 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 202 9,532 SH   SOLE   9,532 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 18,487 251,695 SH   SOLE   251,695 0 0
MERCER INTL INC COM 588056101 9,072 539,999 SH   SOLE   539,999 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 4,260 6,995 SH   SOLE   6,995 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,088 39,133 SH   SOLE   39,133 0 0
MICROSOFT CORP COM 594918104 15,497 135,500 SH   SOLE   135,500 0 0
MOMO INC ADR 60879B107 1,621 37,000 SH   SOLE   37,000 0 0
MONOTYPE IMAGING HOLDINGS IN COM 61022P100 383 18,980 SH   SOLE   18,980 0 0
MOVADO GROUP INC COM 624580106 2,033 48,530 SH   SOLE   48,530 0 0
NETAPP INC COM 64110D104 15,237 177,400 SH   SOLE   177,400 0 0
NETGEAR INC COM 64111Q104 365 5,800 SH   SOLE   5,800 0 0
NEWS CORP NEW CL A 65249B109 179 13,600 SH   SOLE   13,600 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 512 12,155 SH   SOLE   12,155 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 2,667 32,356 SH   SOLE   32,356 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 556 62,300 SH   SOLE   62,300 0 0
ORION ENGINEERED CARBONS S A COM L72967109 820 25,559 SH   SOLE   25,559 0 0
PENTAIR PLC SHS G7S00T104 299 6,900 SH   SOLE   6,900 0 0
PERKINELMER INC COM 714046109 17,514 180,054 SH   SOLE   180,054 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 4,623 56,770 SH   SOLE   56,770 0 0
PFIZER INC COM 717081103 640 14,521 SH   SOLE   14,521 0 0
POSCO SPONSORED ADR 693483109 403 6,100 SH   SOLE   6,100 0 0
RADWARE LTD ORD M81873107 9,736 367,812 SH   SOLE   367,812 0 0
ROBERT HALF INTL INC COM 770323103 366 5,200 SH   SOLE   5,200 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 14,952 210,797 SH   SOLE   210,797 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 656 13,243 SH   SOLE   13,243 0 0
SHUTTERSTOCK INC COM 825690100 347 6,361 SH   SOLE   6,361 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 452 8,419 SH   SOLE   8,419 0 0
SINOPEC SHANGHAI PETROCHEMIC SPON ADR H 82935M109 1,494 24,749 SH   SOLE   24,749 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 12,305 441,339 SH   SOLE   441,339 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 10,570 576,343 SH   SOLE   576,343 0 0
TARENA INTL INC ADR 876108101 2,332 287,243 SH   SOLE   287,243 0 0
TEXAS INSTRS INC COM 882508104 10,622 99,000 SH   SOLE   99,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,523 63,600 SH   SOLE   63,600 0 0
TTM TECHNOLOGIES INC COM 87305R109 194 12,168 SH   SOLE   12,168 0 0
UNILEVER PLC SPON ADR NEW 904767704 555 10,095 SH   SOLE   10,095 0 0
USANA HEALTH SCIENCES INC COM 90328M107 13,138 108,984 SH   SOLE   108,984 0 0
VALE S A ADR 91912E105 13,667 920,938 SH   SOLE   920,938 0 0
VISA INC COM CL A 92826C839 14,577 97,122 SH   SOLE   97,122 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 15,269 750,319 SH   SOLE   750,319 0 0
VISHAY PRECISION GROUP INC COM 92835K103 1,547 41,361 SH   SOLE   41,361 0 0
WATERS CORP COM 941848103 13,390 68,782 SH   SOLE   68,782 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 277 11,500 SH   SOLE   11,500 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 19,044 375,254 SH   SOLE   375,254 0 0
XILINX INC COM 983919101 313 3,900 SH   SOLE   3,900 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 10,554 636,904 SH   SOLE   636,904 0 0