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
AMERICAN INTL GROUP INC COM NEW 026874784 4,855 89,219 SH   SOLE 0 0 89,219
APPIAN CORP CL A 03782L101 3,578 142,102 SH   SOLE 0 0 142,102
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 4,511 141,797 SH   SOLE 0 0 141,797
BAIDU INC SPON ADR REP A 056752108 11,429 51,207 SH   SOLE 0 0 51,207
BANK AMER CORP COM 060505104 4,543 151,471 SH   SOLE 0 0 151,471
CHINA RAPID FIN LTD SPONSORED ADR 16953Q105 4,589 921,509 SH   SOLE 0 0 921,509
CHUBB LIMITED COM H1467J104 6,720 49,130 SH   SOLE 0 0 49,130
CISCO SYS INC COM 17275R102 8,546 199,263 SH   SOLE 0 0 199,263
CITIGROUP INC COM NEW 172967424 6,974 103,314 SH   SOLE 0 0 103,314
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,696 100,724 SH   SOLE 0 0 100,724
DUKE ENERGY CORP NEW COM NEW 26441C204 1,971 25,443 SH   SOLE 0 0 25,443
EXELON CORP COM 30161N101 1,416 36,298 SH   SOLE 0 0 36,298
F5 NETWORKS INC COM 315616102 5,986 41,392 SH   SOLE 0 0 41,392
GENERAL MLS INC COM 370334104 5,439 120,713 SH   SOLE 0 0 120,713
JD COM INC SPON ADR CL A 47215P106 8,293 204,806 SH   SOLE 0 0 204,806
JOHNSON & JOHNSON COM 478160104 4,954 38,654 SH   SOLE 0 0 38,654
KRAFT HEINZ CO COM 500754106 1,892 30,371 SH   SOLE 0 0 30,371
LOCKHEED MARTIN CORP COM 539830109 4,656 13,779 SH   SOLE 0 0 13,779
MASTERCARD INCORPORATED CL A 57636Q104 6,331 36,144 SH   SOLE 0 0 36,144
MAZOR ROBOTICS LTD SPONSORED ADS 57886P103 6,207 101,152 SH   SOLE 0 0 101,152
MEDTRONIC PLC SHS G5960L103 1,477 18,418 SH   SOLE 0 0 18,418
MICRON TECHNOLOGY INC COM 595112103 5,159 98,950 SH   SOLE 0 0 98,950
MOMO INC ADR 60879B107 6,732 180,088 SH   SOLE 0 0 180,088
NVIDIA CORP COM 67066G104 5,928 25,595 SH   SOLE 0 0 25,595
PETIQ INC COM CL A 71639T106 7,118 267,603 SH   SOLE 0 0 267,603
RAYTHEON CO COM NEW 755111507 5,063 23,459 SH   SOLE 0 0 23,459
REALTY INCOME CORP COM 756109104 1,164 22,493 SH   SOLE 0 0 22,493
RENAISSANCERE HOLDINGS LTD COM G7496G103 8,872 64,050 SH   SOLE 0 0 64,050
RIO TINTO PLC SPONSORED ADR 767204100 1,711 33,213 SH   SOLE 0 0 33,213
SOUTHERN CO COM 842587107 1,869 41,855 SH   SOLE 0 0 41,855
STMICROELECTRONICS N V NY REGISTRY 861012102 5,321 238,729 SH   SOLE 0 0 238,729
UNDER ARMOUR INC CL A 904311107 4,595 281,059 SH   SOLE 0 0 281,059
UNDER ARMOUR INC CL C 904311206 428 29,854 SH   SOLE 0 0 29,854
UNITED STATES STL CORP NEW COM 912909108 1,658 47,121 SH   SOLE 0 0 47,121
VALIDUS HOLDINGS LTD COM SHS G9319H102 7,339 156,406 SH   SOLE 0 0 156,406
VENTAS INC COM 92276F100 1,791 36,168 SH   SOLE 0 0 36,168
VISA INC COM CL A 92826C839 7,977 66,688 SH   SOLE 0 0 66,688
WALMART INC COM 931142103 7,173 80,626 SH   SOLE 0 0 80,626