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 358,419 1,219,196 SH   SOLE   1,219,196 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 172,661 2,129,781 SH   SOLE   2,129,781 0 0
NETEASE INC SPONSORED ADR 64110W102 85,833 188,781 SH   SOLE   188,781 0 0
JD COM INC SPON ADR CL A 47215P106 70,521 908,664 SH   SOLE   908,664 0 0
INFOSYS LTD SPONSORED ADR 456788108 53,580 3,879,766 SH   SOLE   3,879,766 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 18,553 124,100 SH   SOLE   124,100 0 0
APPLE INC COM 037833100 12,131 104,748 SH   SOLE   104,748 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 11,976 124,745 SH   SOLE   124,745 0 0
MICROSOFT CORP COM 594918104 9,928 47,200 SH   SOLE   47,200 0 0
AMAZON COM INC COM 023135106 7,957 2,527 SH   SOLE   2,527 0 0
QIAGEN NV SHS NEW N72482123 7,912 151,400 SH   SOLE   151,400 0 0
ALPHABET INC CAP STK CL A 02079K305 7,722 5,269 SH   SOLE   5,269 0 0
FACEBOOK INC CL A 30303M102 6,678 25,500 SH   SOLE   25,500 0 0
PRICE T ROWE GROUP INC COM 74144T108 4,218 32,900 SH   SOLE   32,900 0 0
D R HORTON INC COM 23331A109 3,887 51,400 SH   SOLE   51,400 0 0
LOWES COS INC COM 548661107 3,765 22,700 SH   SOLE   22,700 0 0
LOCKHEED MARTIN CORP COM 539830109 3,526 9,200 SH   SOLE   9,200 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 3,422 34,200 SH   SOLE   34,200 0 0
ALLSTATE CORP COM 020002101 3,380 35,900 SH   SOLE   35,900 0 0
DOLLAR GEN CORP NEW COM 256677105 3,375 16,100 SH   SOLE   16,100 0 0
ABBVIE INC COM 00287Y109 3,162 36,100 SH   SOLE   36,100 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 2,791 48,029 SH   SOLE   48,029 0 0
GARMIN LTD SHS H2906T109 2,789 29,400 SH   SOLE   29,400 0 0
MASTERCARD INC CL A 57636Q104 2,773 8,200 SH   SOLE   8,200 0 0
GENERAC HLDGS INC COM 368736104 2,660 13,736 SH   SOLE   13,736 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 2,605 8,357 SH   SOLE   8,357 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,605 5,900 SH   SOLE   5,900 0 0
MCKESSON CORP COM 58155Q103 2,591 17,400 SH   SOLE   17,400 0 0
JP MORGAN CHASE & CO COM 46625H100 2,279 23,672 SH   SOLE   23,672 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,143 20,300 SH   SOLE   20,300 0 0
BERRY PLASTICS GROUP INC COM 08579W103 2,044 42,300 SH   SOLE   42,300 0 0
INSTALLED BLDG PRODS INC COM 45780R101 2,010 19,751 SH   SOLE   19,751 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,002 33,200 SH   SOLE   33,200 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,983 4,300 SH   SOLE   4,300 0 0
APPLIED MATLS INC COM 038222105 1,813 30,500 SH   SOLE   30,500 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,792 7,100 SH   SOLE   7,100 0 0
BIOGEN IDEC INC COM 09062X103 1,754 6,182 SH   SOLE   6,182 0 0
STATE STR CORP COM 857477103 1,721 29,000 SH   SOLE   29,000 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,708 43,800 SH   SOLE   43,800 0 0
DECKERS OUTDOOR CORP COM 243537107 1,706 7,755 SH   SOLE   7,755 0 0
BLACKROCK INC COM 09247X101 1,691 3,000 SH   SOLE   3,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,682 14,700 SH   SOLE   14,700 0 0
NVR INC COM 62944T105 1,674 410 SH   SOLE   410 0 0
JOHNSON & JOHNSON COM 478160104 1,593 10,700 SH   SOLE   10,700 0 0
HOLOGIC INC COM 436440101 1,569 23,600 SH   SOLE   23,600 0 0
SYNOPSYS INC COM 871607107 1,541 7,200 SH   SOLE   7,200 0 0
S&P GLOBAL INC COM 78409V104 1,515 4,200 SH   SOLE   4,200 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,511 2,700 SH   SOLE   2,700 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,492 7,709 SH   SOLE   7,709 0 0
CIGNA CORP NEW COM 125523100 1,474 8,700 SH   SOLE   8,700 0 0
ALLIANCEBERNSTEIN HLDG LP UNIT LTD PARTN 01881G106 1,451 53,655 SH   SOLE   53,655 0 0
AUTOZONE INC COM 053332102 1,448 1,230 SH   SOLE   1,230 0 0
FACTSET RESH SYS INC COM 303075105 1,406 4,200 SH   SOLE   4,200 0 0
ANTHEM INC COM 036752103 1,397 5,200 SH   SOLE   5,200 0 0
TARGET CORP COM 87612E106 1,338 8,500 SH   SOLE   8,500 0 0
AARONS INC COM PAR $0.50 00258R109 1,336 23,576 SH   SOLE   23,576 0 0
UNITED RENTALS INC COM 911363109 1,291 7,400 SH   SOLE   7,400 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 1,161 14,807 SH   SOLE   14,807 0 0
EMCOR GROUP INC COM 29084Q100 1,157 17,091 SH   SOLE   17,091 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,143 54,600 SH   SOLE   54,600 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,133 11,100 SH   SOLE   11,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 994 4,400 SH   SOLE   4,400 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 952 3,500 SH   SOLE   3,500 0 0
AMERISOURCEBERGEN CORP COM 03073E105 940 9,700 SH   SOLE   9,700 0 0
BROADCOM INC COM 11135F101 940 2,579 SH   SOLE   2,579 0 0
PACCAR INC COM 693718108 938 11,000 SH   SOLE   11,000 0 0
EBAY INC COM 278642103 834 16,000 SH   SOLE   16,000 0 0
COMCAST CORP NEW CL A SPL 20030N101 806 17,421 SH   SOLE   17,421 0 0
OLD DOMINION FGHT LINES INC COM 679580100 805 4,450 SH   SOLE   4,450 0 0
MONSTER BEVERAGE CORP COM 61174X109 762 9,500 SH   SOLE   9,500 0 0
ADDUS HOMECARE CORP COM 006739106 698 7,384 SH   SOLE   7,384 0 0
TRACTOR SUPPLY CO COM 892356106 688 4,800 SH   SOLE   4,800 0 0
DISCOVERY INC COM SER A 25470F104 681 31,300 SH   SOLE   31,300 0 0
MURPHY USA INC COM 626755102 667 5,201 SH   SOLE   5,201 0 0
FOX FACTORY HLDG CORP COM 35138V102 595 8,008 SH   SOLE   8,008 0 0
PERKINELMER INC COM 714046109 590 4,700 SH   SOLE   4,700 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 569 3,867 SH   SOLE   3,867 0 0
LUMENTUM HLDGS INC COM 55024U109 564 7,501 SH   SOLE   7,501 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 563 5,444 SH   SOLE   5,444 0 0
AMGEN INC COM 031162100 559 2,200 SH   SOLE   2,200 0 0
EQUITABLE HLDGS INC COM 29452E101 547 30,000 SH   SOLE   30,000 0 0
PULTE GROUP INC COM 745867101 537 11,600 SH   SOLE   11,600 0 0
QORVO INC COM 74736K101 516 4,000 SH   SOLE   4,000 0 0
ADVANCED ENERGY INDS COM 007973100 498 7,912 SH   SOLE   7,912 0 0
MKS INSTRUMENT INC COM 55306N104 492 4,500 SH   SOLE   4,500 0 0
WESTERN ALLIANCE BANCORP COM 957638109 427 13,500 SH   SOLE   13,500 0 0