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
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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 84,115 496,400 SH   SOLE   496,400 0 0
INFOSYS LTD SPONSORED ADR 456788108 64,764 6,052,700 SH   SOLE   6,052,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 63,658 1,625,180 SH   SOLE   1,625,180 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 28,785 336,200 SH   SOLE   336,200 0 0
MICROSOFT CORP COM 594918104 22,284 166,350 SH   SOLE   166,350 0 0
AMAZON COM INC COM 023135106 20,313 10,727 SH   SOLE   10,727 0 0
MASTERCARD INC CL A 57636Q104 19,575 74,000 SH   SOLE   74,000 0 0
COMCAST CORP NEW CL A SPL 20030N101 17,035 402,919 SH   SOLE   402,919 0 0
PROGRESSIVE CORP OHIO COM 743315103 16,969 212,300 SH   SOLE   212,300 0 0
TRANSDIGM GROUP INC COM 893641100 16,401 33,900 SH   SOLE   33,900 0 0
VISA INC COM CL A 92826C839 16,192 93,297 SH   SOLE   93,297 0 0
CDW CORP COM 12514G108 16,107 145,111 SH   SOLE   145,111 0 0
INGERSOLL-RAND PLC SHS G47791101 15,986 126,200 SH   SOLE   126,200 0 0
BROADCOM INC COM 11135F101 15,950 55,409 SH   SOLE   55,409 0 0
APPLE INC COM 037833100 15,763 79,643 SH   SOLE   79,643 0 0
AFLAC INC COM 001055102 15,703 286,500 SH   SOLE   286,500 0 0
CBRE GROUP INC CL A 12504L109 15,636 304,800 SH   SOLE   304,800 0 0
COPART INC COM 217204106 13,868 185,544 SH   SOLE   185,544 0 0
HCA HOLDINGS INC COM 40412C101 13,652 101,000 SH   SOLE   101,000 0 0
MOMO INC ADR 60879B107 13,378 373,700 SH   SOLE   373,700 0 0
LPL FINL HLDGS INC COM 50212V100 13,133 161,000 SH   SOLE   161,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 13,051 62,300 SH   SOLE   62,300 0 0
ARISTA NETWORKS INC COM 040413106 12,980 49,995 SH   SOLE   49,995 0 0
AUTOZONE INC COM 053332102 12,072 10,980 SH   SOLE   10,980 0 0
EURONET WORLDWIDE INC COM 298736109 11,474 68,200 SH   SOLE   68,200 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 11,378 197,500 SH   SOLE   197,500 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 11,141 45,657 SH   SOLE   45,657 0 0
AMERICAN EXPRESS CO COM 025816109 11,134 90,200 SH   SOLE   90,200 0 0
GALLAGHER ARTHUR J & CO COM 363576109 10,822 123,550 SH   SOLE   123,550 0 0
DISCOVERY INC COM SER A 25470F104 10,413 339,200 SH   SOLE   339,200 0 0
AMETEK INC NEW COM 031100100 10,356 114,000 SH   SOLE   114,000 0 0
BIOGEN IDEC INC COM 09062X103 9,144 39,100 SH   SOLE   39,100 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 9,129 69,700 SH   SOLE   69,700 0 0
SYNOPSYS INC COM 871607107 8,976 69,750 SH   SOLE   69,750 0 0
CISCO SYS INC COM 17275R102 8,872 162,100 SH   SOLE   162,100 0 0
WORLDPAY INC CL A 981558109 8,750 71,400 SH   SOLE   71,400 0 0
ANTHEM INC COM 036752103 8,706 30,850 SH   SOLE   30,850 0 0
EMCOR GROUP INC COM 29084Q100 8,696 98,708 SH   SOLE   98,708 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 8,294 140,100 SH   SOLE   140,100 0 0
PAYCOM SOFTWARE INC COM 70432V102 8,185 36,100 SH   SOLE   36,100 0 0
CUMMINS INC COM 231021106 8,104 47,300 SH   SOLE   47,300 0 0
CIGNA CORP NEW COM 125523100 7,720 49,000 SH   SOLE   49,000 0 0
ALPHABET INC CAP STK CL A 02079K305 7,649 7,064 SH   SOLE   7,064 0 0
ESSENT GROUP LTD COM G3198U102 7,466 158,877 SH   SOLE   158,877 0 0
JOHNSON & JOHNSON COM 478160104 7,055 50,651 SH   SOLE   50,651 0 0
JP MORGAN CHASE & CO COM 46625H100 6,789 60,722 SH   SOLE   60,722 0 0
AARONS INC COM PAR $0.50 002535300 6,314 102,819 SH   SOLE   102,819 0 0
SNAP ON INC COM 833034101 6,212 37,500 SH   SOLE   37,500 0 0
NICE LTD SPONSORED ADR 653656108 6,028 44,000 SH   SOLE   44,000 0 0
UNITED RENTALS INC COM 911363109 5,902 44,500 SH   SOLE   44,500 0 0
OSHKOSH CORP COM 688239201 5,758 68,968 SH   SOLE   68,968 0 0
GARMIN LTD SHS H2906T109 5,107 64,000 SH   SOLE   64,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 5,030 33,700 SH   SOLE   33,700 0 0
ALTICE USA INC CL A 02156K103 4,858 199,500 SH   SOLE   199,500 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 4,585 54,360 SH   SOLE   54,360 0 0
MGIC INVT CORP WIS COM 552848103 4,522 344,135 SH   SOLE   344,135 0 0
CENTENE CORP DEL COM 15135B101 4,520 86,200 SH   SOLE   86,200 0 0
PROPETRO HLDG CORP COM 74347M108 4,213 203,508 SH   SOLE   203,508 0 0
CARLISE COS INC COM 142339100 4,086 29,100 SH   SOLE   29,100 0 0
ROPER INDS INC NEW COM 776696106 4,057 11,078 SH   SOLE   11,078 0 0
CSX CORP COM 126408103 3,923 50,700 SH   SOLE   50,700 0 0
VMWARE INC CL A COM 928563402 3,879 23,200 SH   SOLE   23,200 0 0
PACCAR INC COM 693718108 3,870 54,000 SH   SOLE   54,000 0 0
PRA HEALTH SCIENCES INC COM 69354M108 3,861 38,940 SH   SOLE   38,940 0 0
DISCOVER FINL SVCS COM 254709108 3,763 48,500 SH   SOLE   48,500 0 0
NVR INC COM 62944T105 3,741 1,110 SH   SOLE   1,110 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,727 18,700 SH   SOLE   18,700 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 3,659 73,300 SH   SOLE   73,300 0 0
FOX FACTORY HLDG CORP COM 35138V102 3,521 42,674 SH   SOLE   42,674 0 0
CELGEN CORP COM 151020104 3,513 38,000 SH   SOLE   38,000 0 0
CRANE CO COM 224399105 3,421 41,000 SH   SOLE   41,000 0 0
LANDSTAR SYS INC COM 515098101 3,335 30,885 SH   SOLE   30,885 0 0
GENTEX CORP COM 371901109 3,298 134,000 SH   SOLE   134,000 0 0
AMPHENOL CORP NEW CL A 032095101 3,214 33,500 SH   SOLE   33,500 0 0
NMI HLDGS INC CL A 629209305 3,032 106,783 SH   SOLE   106,783 0 0
INSTALLED BLDG PRODS INC COM 45780R101 3,015 50,912 SH   SOLE   50,912 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,523 27,800 SH   SOLE   27,800 0 0
CINTAS CORP COM 172908105 2,458 10,359 SH   SOLE   10,359 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,218 24,700 SH   SOLE   24,700 0 0
ULTA BEAUTY INC COM 90384S303 2,047 5,900 SH   SOLE   5,900 0 0
RADIAN GROUP INC COM 750236101 1,981 86,677 SH   SOLE   86,677 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1,716 32,000 SH   SOLE   32,000 0 0