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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 56,359 308,900 SH   SOLE   308,900 0 0
INFOSYS LTD SPONSORED ADR 456788108 50,473 4,617,800 SH   SOLE   4,617,800 0 0
MICROSOFT CORP COM 594918104 38,578 327,100 SH   SOLE   327,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 37,502 915,580 SH   SOLE   915,580 0 0
ALPHABET INC CAP STK CL A 02079K305 30,839 26,204 SH   SOLE   26,204 0 0
AMAZON COM INC COM 023135106 29,612 16,629 SH   SOLE   16,629 0 0
MASTERCARD INC CL A 57636Q104 27,807 118,100 SH   SOLE   118,100 0 0
APPLE INC COM 037833100 25,506 134,280 SH   SOLE   134,280 0 0
VISA INC COM CL A 92826C839 25,078 160,559 SH   SOLE   160,559 0 0
BROADCOM INC COM 11135F101 24,992 83,109 SH   SOLE   83,109 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 23,158 93,657 SH   SOLE   93,657 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 22,629 108,000 SH   SOLE   108,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 22,276 54,250 SH   SOLE   54,250 0 0
PROGRESSIVE CORP OHIO COM 743315103 22,175 307,600 SH   SOLE   307,600 0 0
ARISTA NETWORKS INC COM 040413106 22,165 70,485 SH   SOLE   70,485 0 0
INGERSOLL-RAND PLC SHS G47791101 21,385 198,100 SH   SOLE   198,100 0 0
HCA HOLDINGS INC COM 40412C101 21,317 163,500 SH   SOLE   163,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 20,725 325,400 SH   SOLE   325,400 0 0
PRA HEALTH SCIENCES INC COM 69354M108 20,518 186,040 SH   SOLE   186,040 0 0
INTEL CORP COM 458140100 20,073 373,800 SH   SOLE   373,800 0 0
CBRE GROUP INC CL A 12504L109 19,676 397,900 SH   SOLE   397,900 0 0
CDW CORP COM 12514G108 18,957 196,711 SH   SOLE   196,711 0 0
CIGNA CORP NEW COM 125523100 18,591 115,600 SH   SOLE   115,600 0 0
TRANSDIGM GROUP INC COM 893641100 18,432 40,600 SH   SOLE   40,600 0 0
AFLAC INC COM 001055102 18,250 365,000 SH   SOLE   365,000 0 0
JP MORGAN CHASE & CO COM 46625H100 17,112 169,040 SH   SOLE   169,040 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 16,325 155,300 SH   SOLE   155,300 0 0
PAYCOM SOFTWARE INC COM 70432V102 16,227 85,800 SH   SOLE   85,800 0 0
JOHNSON & JOHNSON COM 478160104 15,880 113,598 SH   SOLE   113,598 0 0
CISCO SYS INC COM 17275R102 15,582 288,600 SH   SOLE   288,600 0 0
GALLAGHER ARTHUR J & CO COM 363576109 15,147 193,950 SH   SOLE   193,950 0 0
COPART INC COM 217204106 15,132 249,744 SH   SOLE   249,744 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 15,117 302,400 SH   SOLE   302,400 0 0
ANTHEM INC COM 036752103 14,449 50,350 SH   SOLE   50,350 0 0
AMERICAN EXPRESS CO COM 025816109 14,406 131,800 SH   SOLE   131,800 0 0
LPL FINL HLDGS INC COM 50212V100 14,313 205,500 SH   SOLE   205,500 0 0
AMETEK INC NEW COM 031100100 14,271 172,000 SH   SOLE   172,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 14,221 105,200 SH   SOLE   105,200 0 0
BIOGEN IDEC INC COM 09062X103 13,899 58,800 SH   SOLE   58,800 0 0
DISCOVERY INC COM SER A 25470F104 13,683 506,400 SH   SOLE   506,400 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 13,332 296,800 SH   SOLE   296,800 0 0
EURONET WORLDWIDE INC COM 298736109 13,247 92,900 SH   SOLE   92,900 0 0
AUTOZONE INC COM 053332102 13,037 12,730 SH   SOLE   12,730 0 0
AMC NETWORKS INC CL A 00164V103 12,498 220,193 SH   SOLE   220,193 0 0
SNAP ON INC COM 833034101 11,723 74,900 SH   SOLE   74,900 0 0
WORLDPAY INC CL A 981558109 11,577 102,000 SH   SOLE   102,000 0 0
UNITED RENTALS INC COM 911363109 10,842 94,900 SH   SOLE   94,900 0 0
MOMO INC ADR 60879B107 10,145 265,300 SH   SOLE   265,300 0 0
OLD DOMINION FGHT LINES INC COM 679580100 9,573 66,300 SH   SOLE   66,300 0 0
OSHKOSH CORP COM 688239201 9,336 124,268 SH   SOLE   124,268 0 0
SYNOPSYS INC COM 871607107 8,844 76,800 SH   SOLE   76,800 0 0
GARMIN LTD SHS H2906T109 8,808 102,000 SH   SOLE   102,000 0 0
CSX CORP COM 126408103 8,537 114,100 SH   SOLE   114,100 0 0
ROPER INDS INC NEW COM 776696106 8,473 24,778 SH   SOLE   24,778 0 0
AARONS INC COM PAR $0.50 002535300 8,303 157,849 SH   SOLE   157,849 0 0
PACCAR INC COM 693718108 8,286 121,600 SH   SOLE   121,600 0 0
BOOKING HLDGS INC COM 09857L108 7,850 4,499 SH   SOLE   4,499 0 0
CRANE CO COM 224399105 7,667 90,600 SH   SOLE   90,600 0 0
MARATHON PETE CORP COM 56585A102 7,368 123,100 SH   SOLE   123,100 0 0
LANDSTAR SYS INC COM 515098101 6,945 63,485 SH   SOLE   63,485 0 0
NICE LTD SPONSORED ADR 653656108 6,542 53,400 SH   SOLE   53,400 0 0
COMCAST CORP NEW CL A SPL 20030N101 6,088 152,271 SH   SOLE   152,271 0 0
BAIDU INC SPON ADR REP A 056752108 6,001 36,400 SH   SOLE   36,400 0 0
RAYTHEON CO COM NEW 755111507 5,787 31,785 SH   SOLE   31,785 0 0
HOLLYFRONTIER CORP COM 436106108 5,651 114,700 SH   SOLE   114,700 0 0
NORFOLK SOUTHERN CORP COM 655844108 5,532 29,600 SH   SOLE   29,600 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 5,135 96,400 SH   SOLE   96,400 0 0
VMWARE INC CL A COM 928563402 4,946 27,400 SH   SOLE   27,400 0 0
HP INC COM 40434L105 4,910 252,700 SH   SOLE   252,700 0 0
ULTA BEAUTY INC COM 90384S303 4,621 13,250 SH   SOLE   13,250 0 0
CENTENE CORP DEL COM 15135B101 4,577 86,200 SH   SOLE   86,200 0 0
ABBVIE INC COM 00287Y109 4,207 52,200 SH   SOLE   52,200 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 3,958 57,060 SH   SOLE   57,060 0 0
ARROW ELECTRS INC COM 042735100 3,884 50,400 SH   SOLE   50,400 0 0
FOX FACTORY HLDG CORP COM 35138V102 3,456 49,453 SH   SOLE   49,453 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,313 39,400 SH   SOLE   39,400 0 0
AMPHENOL CORP NEW CL A 032095101 3,164 33,500 SH   SOLE   33,500 0 0
ESSENT GROUP LTD COM G3198U102 3,001 69,077 SH   SOLE   69,077 0 0
MGIC INVT CORP WIS COM 552848103 2,996 227,135 SH   SOLE   227,135 0 0
GENTEX CORP COM 371901109 2,771 134,000 SH   SOLE   134,000 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 2,404 53,400 SH   SOLE   53,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,271 27,800 SH   SOLE   27,800 0 0
CINTAS CORP COM 172908105 2,094 10,359 SH   SOLE   10,359 0 0
ORION ENGINEERED CARBONS S A COM L72967109 1,754 92,376 SH   SOLE   92,376 0 0
DECKERS OUTDOOR CORP COM 243537107 547 3,723 SH   SOLE   3,723 0 0
AMEDISYS INC COM 023436108 494 4,006 SH   SOLE   4,006 0 0
MEDPACE HLDGS INC COM 58506Q109 447 7,584 SH   SOLE   7,584 0 0
NMI HLDGS INC CL A 629209305 445 17,183 SH   SOLE   17,183 0 0
LHC GROUP INC COM 50187A107 430 3,875 SH   SOLE   3,875 0 0
LADDER CAP CORP CL A 505743104 410 24,074 SH   SOLE   24,074 0 0
FORWARD AIR CORP COM 349853101 403 6,225 SH   SOLE   6,225 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 398 3,366 SH   SOLE   3,366 0 0
GREEN DOT CORP CL A 39304D102 382 6,294 SH   SOLE   6,294 0 0
GENERAC HLDGS INC COM 368736104 381 7,441 SH   SOLE   7,441 0 0
HOULIHAN LOKEY INC CL A 441593100 378 8,242 SH   SOLE   8,242 0 0
ASGN INC COM 00191U102 364 5,738 SH   SOLE   5,738 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 361 16,009 SH   SOLE   16,009 0 0
ONEMAIN HLDGS INC COM 68268W103 357 11,245 SH   SOLE   11,245 0 0
RADIAN GROUP INC COM 750236101 338 16,277 SH   SOLE   16,277 0 0
INGEVITY CORP COM 45688C107 337 3,188 SH   SOLE   3,188 0 0
MSA SAFETY INC COM 553498106 335 3,242 SH   SOLE   3,242 0 0
HUB GROUP INC CL A 443320106 331 8,105 SH   SOLE   8,105 0 0
LGI HOMES INC COM 50187T106 325 5,398 SH   SOLE   5,398 0 0
MOLINA HEALTHCARE INC COM 60855R100 325 2,286 SH   SOLE   2,286 0 0
ATKORE INTL GROUP INC COM 047649108 322 14,966 SH   SOLE   14,966 0 0
TREX CO INC COM 89531P105 320 5,202 SH   SOLE   5,202 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 317 3,488 SH   SOLE   3,488 0 0
INSIGHT ENTERPRISES INC COM 45765U103 317 5,750 SH   SOLE   5,750 0 0
GENTHERM INC COM 37253A103 310 8,404 SH   SOLE   8,404 0 0
WARRIOR MET COAL INC COM 93627C101 304 10,016 SH   SOLE   10,016 0 0
INPHI CORP COM 45772F107 301 6,883 SH   SOLE   6,883 0 0
KADANT INC COM 48282T104 289 3,290 SH   SOLE   3,290 0 0
CHOICE HOTELS INTL INC COM 169905106 279 3,583 SH   SOLE   3,583 0 0
EMCOR GROUP INC COM 29084Q100 278 3,808 SH   SOLE   3,808 0 0
NV5 GLOBAL INC COM 62945V109 277 4,669 SH   SOLE   4,669 0 0
MERITOR INC COM 59001K100 273 13,413 SH   SOLE   13,413 0 0
FIRST DEFIANCE FINL CORP COM 32006W106 272 9,464 SH   SOLE   9,464 0 0
SYNNEX CORP COM 87162W100 268 2,809 SH   SOLE   2,809 0 0
KFORCE INC COM 493732101 263 7,480 SH   SOLE   7,480 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 263 9,720 SH   SOLE   9,720 0 0
MALIBU BOATS INC COM CL A 56117J100 262 6,621 SH   SOLE   6,621 0 0
PROPETRO HLDG CORP COM 74347M108 259 11,508 SH   SOLE   11,508 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 259 2,715 SH   SOLE   2,715 0 0
SLEEP NUMBER CORP COM 83125X103 255 5,418 SH   SOLE   5,418 0 0
MEET GROUP INC COM 58513U101 254 50,428 SH   SOLE   50,428 0 0
SLM CORP COM 78442P106 243 24,538 SH   SOLE   24,538 0 0
MERCER INTL INC COM 588056101 239 17,696 SH   SOLE   17,696 0 0
INNOSPEC INC COM 45768S105 238 2,857 SH   SOLE   2,857 0 0
MARCUS AND MILLICHAP INC COM 566324109 223 5,473 SH   SOLE   5,473 0 0
PGT INNOVATIONS INC COM 69336V101 215 15,503 SH   SOLE   15,503 0 0
KLA-TENCOR CORP COM 482480100 214 1,795 SH   SOLE   1,795 0 0
CHEMED CORP NEW COM 16359R103 213 664 SH   SOLE   664 0 0
MAXIMUS INC COM 577933104 209 2,949 SH   SOLE   2,949 0 0
FABRINET SHS G3323L100 209 3,990 SH   SOLE   3,990 0 0
COMFORT SYS USA INC COM 199908104 206 3,931 SH   SOLE   3,931 0 0
DORMAN PRODUCTS INC COM 258278100 206 2,335 SH   SOLE   2,335 0 0
NEW YORK MTG TR INC COM PAR $.02 649604501 200 32,888 SH   SOLE   32,888 0 0