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 211,710 981,500 SH   SOLE   981,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 133,374 2,349,381 SH   SOLE   2,349,381 0 0
NETEASE INC SPONSORED ADR 64110W102 62,720 146,071 SH   SOLE   146,071 0 0
JD COM INC SPON ADR CL A 47215P106 25,124 417,474 SH   SOLE   417,474 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 23,480 180,300 SH   SOLE   180,300 0 0
INFOSYS LTD SPONSORED ADR 456788108 20,883 2,161,766 SH   SOLE   2,161,766 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 20,746 1,042,000 SH   SOLE   1,042,000 0 0
MICROSOFT CORP COM 594918104 11,336 55,700 SH   SOLE   55,700 0 0
APPLE INC COM 037833100 11,085 30,387 SH   SOLE   30,387 0 0
ALPHABET INC CAP STK CL A 02079K305 7,188 5,069 SH   SOLE   5,069 0 0
ALLSTATE CORP COM 020002101 4,617 47,600 SH   SOLE   47,600 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 4,504 76,600 SH   SOLE   76,600 0 0
LOCKHEED MARTIN CORP COM 539830109 4,306 11,800 SH   SOLE   11,800 0 0
PRICE T ROWE GROUP INC COM 74144T108 4,236 34,300 SH   SOLE   34,300 0 0
AMAZON COM INC COM 023135106 4,213 1,527 SH   SOLE   1,527 0 0
ABBVIE INC COM 00287Y109 4,045 41,200 SH   SOLE   41,200 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 3,966 43,300 SH   SOLE   43,300 0 0
MASTERCARD INC CL A 57636Q104 3,903 13,200 SH   SOLE   13,200 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,876 27,928 SH   SOLE   27,928 0 0
D R HORTON INC COM 23331A109 3,599 64,900 SH   SOLE   64,900 0 0
MCKESSON CORP COM 58155Q103 3,575 23,300 SH   SOLE   23,300 0 0
INTEL CORP COM 458140100 3,554 59,400 SH   SOLE   59,400 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 3,379 11,457 SH   SOLE   11,457 0 0
BIOGEN IDEC INC COM 09062X103 3,344 12,500 SH   SOLE   12,500 0 0
DOLLAR GEN CORP NEW COM 256677105 3,277 17,200 SH   SOLE   17,200 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,215 31,900 SH   SOLE   31,900 0 0
LOWES COS INC COM 548661107 3,175 23,500 SH   SOLE   23,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,749 28,200 SH   SOLE   28,200 0 0
CDW CORP COM 12514G108 2,730 23,500 SH   SOLE   23,500 0 0
LUMENTUM HLDGS INC COM 55024U109 2,638 32,401 SH   SOLE   32,401 0 0
VISA INC COM CL A 92826C839 2,569 13,297 SH   SOLE   13,297 0 0
JP MORGAN CHASE & CO COM 46625H100 2,565 27,272 SH   SOLE   27,272 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,559 22,800 SH   SOLE   22,800 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 2,483 9,700 SH   SOLE   9,700 0 0
COPART INC COM 217204106 2,477 29,744 SH   SOLE   29,744 0 0
SYNOPSYS INC COM 871607107 2,438 12,500 SH   SOLE   12,500 0 0
APPLIED MATLS INC COM 038222105 2,394 39,600 SH   SOLE   39,600 0 0
STATE STR CORP COM 857477103 2,307 36,300 SH   SOLE   36,300 0 0
CIGNA CORP NEW COM 125523100 2,289 12,200 SH   SOLE   12,200 0 0
GENERAC HLDGS INC COM 368736104 2,289 18,769 SH   SOLE   18,769 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,235 16,667 SH   SOLE   16,667 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,183 3,500 SH   SOLE   3,500 0 0
BLACKROCK INC COM 09247X101 2,013 3,700 SH   SOLE   3,700 0 0
CENTENE CORP DEL COM 15135B101 2,008 31,600 SH   SOLE   31,600 0 0
JOHNSON & JOHNSON COM 478160104 1,969 14,000 SH   SOLE   14,000 0 0
DECKERS OUTDOOR CORP COM 243537107 1,916 9,755 SH   SOLE   9,755 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,855 72,500 SH   SOLE   72,500 0 0
AUTOZONE INC COM 053332102 1,839 1,630 SH   SOLE   1,630 0 0
ALLIANCEBERNSTEIN HLDG LP UNIT LTD PARTN 01881G106 1,772 65,055 SH   SOLE   65,055 0 0
ANTHEM INC COM 036752103 1,736 6,600 SH   SOLE   6,600 0 0
NVR INC COM 62944T105 1,662 510 SH   SOLE   510 0 0
FACEBOOK INC CL A 30303M102 1,589 7,000 SH   SOLE   7,000 0 0
CIENA CORP COM NEW 171779309 1,587 29,300 SH   SOLE   29,300 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 1,461 18,807 SH   SOLE   18,807 0 0
EMCOR GROUP INC COM 29084Q100 1,442 21,808 SH   SOLE   21,808 0 0
BERRY PLASTICS GROUP INC COM 08579W103 1,418 32,000 SH   SOLE   32,000 0 0
RADIAN GROUP INC COM 750236101 1,371 88,409 SH   SOLE   88,409 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,357 14,300 SH   SOLE   14,300 0 0
SLM CORP COM 78442P106 1,345 191,371 SH   SOLE   191,371 0 0
OLD DOMINION FGHT LINES INC COM 679580100 1,297 7,650 SH   SOLE   7,650 0 0
EQUITABLE HLDGS INC COM 29452E101 1,277 66,200 SH   SOLE   66,200 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 1,190 28,479 SH   SOLE   28,479 0 0
INSTALLED BLDG PRODS INC COM 45780R101 1,166 16,951 SH   SOLE   16,951 0 0
GARMIN LTD SHS H2906T109 1,141 11,700 SH   SOLE   11,700 0 0
TRACTOR SUPPLY CO COM 892356106 1,094 8,300 SH   SOLE   8,300 0 0
ADDUS HOMECARE CORP COM 006739106 1,091 11,784 SH   SOLE   11,784 0 0
FOX FACTORY HLDG CORP COM 35138V102 1,083 13,108 SH   SOLE   13,108 0 0
NATIONAL GEN HLDGS CORP COM 636220303 1,037 48,000 SH   SOLE   48,000 0 0
GENTEX CORP COM 371901109 1,010 39,200 SH   SOLE   39,200 0 0
AMERISOURCEBERGEN CORP COM 03073E105 977 9,700 SH   SOLE   9,700 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 945 4,400 SH   SOLE   4,400 0 0
AMGEN INC COM 031162100 920 3,900 SH   SOLE   3,900 0 0
FERERAL SIGNAL CORP COM 313855108 865 29,109 SH   SOLE   29,109 0 0
INCYTE CORP COM 45337C102 853 8,200 SH   SOLE   8,200 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 842 2,900 SH   SOLE   2,900 0 0
EBAY INC COM 278642103 839 16,000 SH   SOLE   16,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 836 2,700 SH   SOLE   2,700 0 0
GLOBAL PMTS INC COM 37940X102 831 4,900 SH   SOLE   4,900 0 0
PACCAR INC COM 693718108 823 11,000 SH   SOLE   11,000 0 0
BROADCOM INC COM 11135F101 814 2,579 SH   SOLE   2,579 0 0
CARDINAL HEALTH INC COM 14149Y108 720 13,800 SH   SOLE   13,800 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 719 11,674 SH   SOLE   11,674 0 0
COMCAST CORP NEW CL A SPL 20030N101 679 17,421 SH   SOLE   17,421 0 0
DISCOVERY INC COM SER A 25470F104 660 31,300 SH   SOLE   31,300 0 0
WESTERN ALLIANCE BANCORP COM 957638109 511 13,500 SH   SOLE   13,500 0 0
ESSENT GROUP LTD COM G3198U102 508 14,000 SH   SOLE   14,000 0 0