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 Common Stock 88579Y101 940 4,932 SH   SOLE   4,932 0 0
58.COM INC ADR 31680Q104 8,430 155,506 SH   SOLE   155,506 0 0
AFLAC INC Common Stock 001055102 2,567 56,350 SH   SOLE   56,350 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 755 11,186 SH   SOLE   11,186 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 16,168 166,064 SH   SOLE   166,064 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 36,143 263,682 SH   SOLE   263,682 0 0
ALPHABET INC Common Stock 02079K107 2,285 2,206 SH   SOLE   2,206 0 0
ALPHABET INC Common Stock 02079K305 24,971 23,897 SH   SOLE   23,897 0 0
ALTRIA GROUP INC Common Stock 02209S103 1,396 28,261 SH   SOLE   28,261 0 0
AMAZON.COM INC Common Stock 023135106 3,569 2,376 SH   SOLE   2,376 0 0
AMC NETWORKS INC Common Stock 00164V103 1,708 31,124 SH   SOLE   31,124 0 0
AMERICAN FINANCIAL GROUP INC/O Common Stock 025932104 1,646 18,185 SH   SOLE   18,185 0 0
ANHEUSER-BUSCH INBEV SA/NV ADR 03524A108 428 6,500 SH   SOLE   6,500 0 0
ANTHEM INC Common Stock 036752103 18,799 71,581 SH   SOLE   71,581 0 0
APPLE INC Common Stock 037833100 3,717 23,561 SH   SOLE   23,561 0 0
AUTOZONE INC Common Stock 053332102 17,422 20,782 SH   SOLE   20,782 0 0
BAIDU INC ADR 056752108 29,361 185,124 SH   SOLE   185,124 0 0
BANK OF AMERICA CORP Common Stock 060505104 3,451 140,056 SH   SOLE   140,056 0 0
BECTON DICKINSON AND CO Common Stock 075887109 2,384 10,580 SH   SOLE   10,580 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 29,028 16,853 SH   SOLE   16,853 0 0
BRITISH AMERICAN TOBACCO PLC ADR 110448107 112 3,515 SH   SOLE   3,515 0 0
BROADCOM INC Common Stock 11135F101 20,867 82,064 SH   SOLE   82,064 0 0
CANADIAN NATURAL RESOURCES LTD Common Stock 136385101 940 38,968 SH   SOLE   38,968 0 0
CBS CORP Common Stock 124857202 1,878 42,958 SH   SOLE   42,958 0 0
CEMEX SAB DE CV ADR 151290889 12,275 2,546,749 SH   SOLE   2,546,749 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 1,994 48,007 SH   SOLE   48,007 0 0
CHEVRON CORP Common Stock 166764100 2,561 23,449 SH   SOLE   23,449 0 0
CIGNA CORP Common Stock 125523100 1,697 8,936 SH   SOLE   8,936 0 0
CITIGROUP INC Common Stock 172967424 18,198 349,557 SH   SOLE   349,557 0 0
COLGATE-PALMOLIVE CO Common Stock 194162103 402 6,755 SH   SOLE   6,755 0 0
COMCAST CORP Common Stock 20030N101 22,399 657,822 SH   SOLE   657,822 0 0
CREDICORP LTD Common Stock G2519Y108 14,922 67,316 SH   SOLE   67,316 0 0
DAVITA INC Common Stock 23918K108 15,205 295,464 SH   SOLE   295,464 0 0
DELTA AIR LINES INC Common Stock 247361702 1,672 33,505 SH   SOLE   33,505 0 0
DISCOVER FINANCIAL SERVICES Common Stock 254709108 17,317 293,609 SH   SOLE   293,609 0 0
DOWDUPONT INC Common Stock 26078J100 18,971 354,722 SH   SOLE   354,722 0 0
ELI LILLY & CO Common Stock 532457108 15,734 135,963 SH   SOLE   135,963 0 0
ENTERGY CORP Common Stock 29364G103 590 6,856 SH   SOLE   6,856 0 0
EXTENDED STAY AMERICA INC Unit 30224P200 14,864 958,964 SH   SOLE   958,964 0 0
FACEBOOK INC Common Stock 30303M102 699 5,335 SH   SOLE   5,335 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 1,126 5,624 SH   SOLE   5,624 0 0
FIDELITY NATIONAL FINANCIAL IN Common Stock 31620R303 1,643 52,247 SH   SOLE   52,247 0 0
FOOT LOCKER INC Common Stock 344849104 17,664 332,039 SH   SOLE   332,039 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 1,856 57,437 SH   SOLE   57,437 0 0
GENERAC HOLDINGS INC Common Stock 368736104 1,332 26,791 SH   SOLE   26,791 0 0
GLOBUS MEDICAL INC Common Stock 379577208 1,265 29,239 SH   SOLE   29,239 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 1,736 10,395 SH   SOLE   10,395 0 0
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E202 10,549 70,045 SH   SOLE   70,045 0 0
HANESBRANDS INC Common Stock 410345102 725 57,861 SH   SOLE   57,861 0 0
HDFC BANK LTD ADR 40415F101 1,492 14,400 SH   SOLE   14,400 0 0
HESS CORP Common Stock 42809H107 990 24,456 SH   SOLE   24,456 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 19,596 148,316 SH   SOLE   148,316 0 0
HP INC Common Stock 40434L105 17,530 856,782 SH   SOLE   856,782 0 0
INFOSYS LTD ADR 456788108 27,894 2,930,006 SH   SOLE   2,930,006 0 0
INTEL CORP Common Stock 458140100 2,461 52,444 SH   SOLE   52,444 0 0
INTUIT INC Common Stock 461202103 2,287 11,618 SH   SOLE   11,618 0 0
ISHARES CHINA LARGE-CAP ETF ETP 464287184 716 18,313 SH   SOLE   18,313 0 0
ISHARES MSCI BRAZIL CAPPED ETF ETP 464286400 3,580 93,729 SH   SOLE   93,729 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 3,373 101,176 SH   SOLE   101,176 0 0
ISHARES MSCI SOUTH KOREA ETF ETP 464286772 2,319 39,406 SH   SOLE   39,406 0 0
ISHARES MSCI TAIWAN ETF ETP 46434G772 1,745 55,189 SH   SOLE   55,189 0 0
ISHARES MSCI UAE ETF ETP 46434V761 2,777 202,712 SH   SOLE   202,712 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 1,089 18,627 SH   SOLE   18,627 0 0
JOHNSON & JOHNSON Common Stock 478160104 6,244 48,388 SH   SOLE   48,388 0 0
KB FINANCIAL GROUP INC ADR 48241A105 1,301 31,000 SH   SOLE   31,000 0 0
LAS VEGAS SANDS CORP Common Stock 517834107 3,787 72,750 SH   SOLE   72,750 0 0
LEAR CORP Common Stock 521865204 1,139 9,274 SH   SOLE   9,274 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 10,760 134,917 SH   SOLE   134,917 0 0
MASTERCARD INC Common Stock 57636Q104 18,644 98,828 SH   SOLE   98,828 0 0
MERCK & CO INC Common Stock 58933Y105 4,739 62,018 SH   SOLE   62,018 0 0
MICROSOFT CORP Common Stock 594918104 31,779 312,880 SH   SOLE   312,880 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 679 13,802 SH   SOLE   13,802 0 0
MOODY'S CORP Common Stock 615369105 2,189 15,630 SH   SOLE   15,630 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 2,479 62,513 SH   SOLE   62,513 0 0
MOSAIC CO/THE Common Stock 61945C103 1,945 66,586 SH   SOLE   66,586 0 0
MSCI INC Common Stock 55354G100 768 5,212 SH   SOLE   5,212 0 0
NETAPP INC Common Stock 64110D104 2,733 45,799 SH   SOLE   45,799 0 0
NETEASE INC ADR 64110W102 348 1,478 SH   SOLE   1,478 0 0
NICE-SYSTEMS LTD ADR 653656108 6,604 61,027 SH   SOLE   61,027 0 0
NIKE INC Common Stock 654106103 2,531 34,136 SH   SOLE   34,136 0 0
NOMAD FOODS LTD Common Stock G6564A105 5,695 340,587 SH   SOLE   340,587 0 0
NORFOLK SOUTHERN CORP Common Stock 655844108 3,097 20,710 SH   SOLE   20,710 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 994 2,888 SH   SOLE   2,888 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 22,135 263,235 SH   SOLE   263,235 0 0
PEPSICO INC Common Stock 713448108 2,807 25,405 SH   SOLE   25,405 0 0
PERSPECTA INC Common Stock 715347100 400 23,213 SH   SOLE   23,213 0 0
PFIZER INC Common Stock 717081103 2,705 61,971 SH   SOLE   61,971 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 1,911 28,630 SH   SOLE   28,630 0 0
POPULAR INC Common Stock 733174700 20,296 429,827 SH   SOLE   429,827 0 0
POSCO ADR 693483109 1,115 20,300 SH   SOLE   20,300 0 0
RADIAN GROUP INC Common Stock 750236101 1,240 75,784 SH   SOLE   75,784 0 0
RANGE RESOURCES CORP Common Stock 75281A109 11,398 1,191,015 SH   SOLE   1,191,015 0 0
RAYTHEON CO Common Stock 755111507 2,246 14,645 SH   SOLE   14,645 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 964 46,931 SH   SOLE   46,931 0 0
S&P GLOBAL INC Common Stock 78409V104 2,271 13,362 SH   SOLE   13,362 0 0
SILICON MOTION TECHNOLOGY CORP ADR 82706C108 5,217 151,217 SH   SOLE   151,217 0 0
SNAP-ON INC Common Stock 833034101 13,772 94,789 SH   SOLE   94,789 0 0
STRYKER CORP Common Stock 863667101 1,186 7,569 SH   SOLE   7,569 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 5,536 149,986 SH   SOLE   149,986 0 0
TERNIUM SA ADR 880890108 11,256 415,348 SH   SOLE   415,348 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 25,091 112,120 SH   SOLE   112,120 0 0
TIFFANY & CO Common Stock 886547108 2,438 30,278 SH   SOLE   30,278 0 0
TIM PARTICIPACOES SA ADR 88706P205 6,577 428,767 SH   SOLE   428,767 0 0
TOPBUILD CORP Common Stock 89055F103 11,813 262,514 SH   SOLE   262,514 0 0
TRANSUNION Common Stock 89400J107 18,091 318,508 SH   SOLE   318,508 0 0
TWENTY-FIRST CENTURY FOX INC Common Stock 90130A101 3,069 63,779 SH   SOLE   63,779 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 25,644 102,937 SH   SOLE   102,937 0 0
UNUM GROUP Common Stock 91529Y106 17,470 594,609 SH   SOLE   594,609 0 0
VALE SA ADR 91912E105 25,472 1,931,197 SH   SOLE   1,931,197 0 0
VALERO ENERGY CORP Common Stock 91913Y100 1,763 23,515 SH   SOLE   23,515 0 0
VERISIGN INC Common Stock 92343E102 4,111 27,724 SH   SOLE   27,724 0 0
VISA INC Common Stock 92826C839 5,733 43,450 SH   SOLE   43,450 0 0
VMWARE INC Common Stock 928563402 19,706 143,702 SH   SOLE   143,702 0 0
WATERS CORP Common Stock 941848103 939 4,975 SH   SOLE   4,975 0 0
WESCO INTERNATIONAL INC Common Stock 95082P105 138 2,875 SH   SOLE   2,875 0 0
WESTROCK CO Common Stock 96145D105 1,362 36,080 SH   SOLE   36,080 0 0
WORLDPAY INC Common Stock 981558109 22,539 294,462 SH   SOLE   294,462 0 0
WYNDHAM HOTELS & RESORTS INC Common Stock 98311A105 1,062 23,417 SH   SOLE   23,417 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 16,109 449,470 SH   SOLE   449,470 0 0
ZOETIS INC Common Stock 98978V103 396 4,632 SH   SOLE   4,632 0 0