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 1,420 164,354 SH   SOLE   164,354 0 0
3M CO COM 88579Y101 1,067 5,600 SH   SOLE   5,600 0 0
51JOB INC SP ADR REP COM 316827104 10,302 164,996 SH   SOLE   164,996 0 0
ACUSHNET HOLDINGS CORP COM 005098108 8,810 418,119 SH   SOLE   418,119 0 0
AERCAP HOLDINGS NV SHS N00985106 1,040 26,263 SH   SOLE   26,263 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 9,494 140,737 SH   SOLE   140,737 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,727 12,602 SH   SOLE   12,602 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 2,333 592,215 SH   SOLE   592,215 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 8,606 110,013 SH   SOLE   110,013 0 0
AVX CORP NEW COM 002444107 9,167 601,115 SH   SOLE   601,115 0 0
BHP GROUP LIMITED SPONSORED ADS 088606108 10,035 207,800 SH   SOLE   207,800 0 0
BOEING CO COM 097023105 2,443 7,576 SH   SOLE   7,576 0 0
BRUKER CORP COM 116794108 8,041 270,115 SH   SOLE   270,115 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 1,087 11,400 SH   SOLE   11,400 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,210 211,812 SH   SOLE   211,812 0 0
CALLAWAY GOLF CO COM 131193104 3,899 254,825 SH   SOLE   254,825 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 2,063 112,875 SH   SOLE   112,875 0 0
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944W104 2,089 311,801 SH   SOLE   311,801 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 6,502 135,451 SH   SOLE   135,451 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 6,278 88,919 SH   SOLE   88,919 0 0
CHINA TELECOM CORP LTD SPON ADR H SHS 169426103 544 10,718 SH   SOLE   10,718 0 0
CHINA YUCHAI INTL LTD COM G21082105 4,051 325,655 SH   SOLE   325,655 0 0
CODEXIS INC COM 192005106 3,005 179,927 SH   SOLE   179,927 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 7,752 331,293 SH   SOLE   331,293 0 0
DR REDDYS LABS LTD ADR 256135203 938 24,881 SH   SOLE   24,881 0 0
EBIX INC COM NEW 278715206 1,834 43,088 SH   SOLE   43,088 0 0
FANHUA INC SPONSORED ADR 30712A103 452 20,591 SH   SOLE   20,591 0 0
FORTINET INC COM 34959E109 8,860 125,801 SH   SOLE   125,801 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 250 18,870 SH   SOLE   18,870 0 0
GENPACT LIMITED SHS G3922B107 1,432 53,043 SH   SOLE   53,043 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 224 12,821 SH   SOLE   12,821 0 0
HP INC COM 40434L105 8,531 416,974 SH   SOLE   416,974 0 0
INFOSYS LTD SPONSORED ADR 456788108 6,530 685,892 SH   SOLE   685,892 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 426 43,029 SH   SOLE   43,029 0 0
KENNAMETAL INC COM 489170100 837 25,161 SH   SOLE   25,161 0 0
KLA-TENCOR CORP COM 482480100 2,676 29,900 SH   SOLE   29,900 0 0
KT CORP SPONSORED ADR 48268K101 17,241 1,212,457 SH   SOLE   1,212,457 0 0
LAS VEGAS SANDS CORP COM 517834107 4,258 81,800 SH   SOLE   81,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,301 12,199 SH   SOLE   12,199 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 349 6,865 SH   SOLE   6,865 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 11,877 128,572 SH   SOLE   128,572 0 0
MERCER INTL INC COM 588056101 5,082 486,808 SH   SOLE   486,808 0 0
MERCK & CO INC COM 58933Y105 11,460 149,984 SH   SOLE   149,984 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 8,787 15,536 SH   SOLE   15,536 0 0
MICROSOFT CORP COM 594918104 9,151 90,100 SH   SOLE   90,100 0 0
MORPHOSYS AG SPONSORED ADS 617760202 790 31,245 SH   SOLE   31,245 0 0
NATIONAL INSTRS CORP COM 636518102 229 5,039 SH   SOLE   5,039 0 0
NETAPP INC COM 64110D104 597 10,000 SH   SOLE   10,000 0 0
NETEASE INC SPONSORED ADR 64110W102 14,993 63,700 SH   SOLE   63,700 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 2,132 38,895 SH   SOLE   38,895 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 2,086 48,164 SH   SOLE   48,164 0 0
NOKIA CORP SPONSORED ADR 654902204 5,998 1,030,500 SH   SOLE   1,030,500 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 496 63,600 SH   SOLE   63,600 0 0
ORION ENGINEERED CARBONS S A COM L72967109 970 38,365 SH   SOLE   38,365 0 0
PENTAIR PLC SHS G7S00T104 972 25,730 SH   SOLE   25,730 0 0
PERKINELMER INC COM 714046109 10,494 133,600 SH   SOLE   133,600 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 3,806 61,837 SH   SOLE   61,837 0 0
PFIZER INC COM 717081103 1,485 34,025 SH   SOLE   34,025 0 0
POSCO SPONSORED ADR 693483109 2,262 41,180 SH   SOLE   41,180 0 0
PPDAI GROUP INC SPONSORED ADR 69354V108 211 58,500 SH   SOLE   58,500 0 0
PRUDENTIAL FINL INC COM 744320102 1,865 22,874 SH   SOLE   22,874 0 0
RADWARE LTD ORD M81873107 4,759 209,554 SH   SOLE   209,554 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 9,216 153,760 SH   SOLE   153,760 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 707 20,496 SH   SOLE   20,496 0 0
SINOPEC SHANGHAI PETROCHEMIC SPON ADR H 82935M109 1,907 44,190 SH   SOLE   44,190 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 11,128 415,227 SH   SOLE   415,227 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 4,077 293,701 SH   SOLE   293,701 0 0
SYKES ENTERPRISES INC COM 871237103 385 15,565 SH   SOLE   15,565 0 0
TARENA INTL INC ADR 876108101 1,596 253,328 SH   SOLE   253,328 0 0
TEXAS INSTRS INC COM 882508104 1,285 13,600 SH   SOLE   13,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,170 40,975 SH   SOLE   40,975 0 0
UNILEVER PLC SPON ADR NEW 904767704 527 10,095 SH   SOLE   10,095 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 58 32,400 SH   SOLE   32,400 0 0
USANA HEALTH SCIENCES INC COM 90328M107 5,249 44,584 SH   SOLE   44,584 0 0
VALE S A ADR 91912E105 8,770 664,876 SH   SOLE   664,876 0 0
VISA INC COM CL A 92826C839 13,801 104,601 SH   SOLE   104,601 0 0
WATERS CORP COM 941848103 9,648 51,141 SH   SOLE   51,141 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 3,939 767,921 SH   SOLE   767,921 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 10,659 258,336 SH   SOLE   258,336 0 0
XILINX INC COM 983919101 2,900 34,051 SH   SOLE   34,051 0 0
XINYUAN REAL ESTATE CO LTD SPONS ADR 98417P105 180 47,400 SH   SOLE   47,400 0 0
YUM CHINA HLDGS INC COM 98850P109 652 19,433 SH   SOLE   19,433 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 2,244 141,774 SH   SOLE   141,774 0 0