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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
INFOSYS LTD SPONSORED ADR 456788108   83,859,081 4,656,251 SH   SOLE   4,656,251 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   80,655,733 915,606 SH   SOLE   915,606 0 0
PINDUODUO INC. COM 722304102   65,366,158 801,547 SH   SOLE   801,547 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   38,636,548 518,681 SH   SOLE   518,681 0 0
TENCENT MUSIC ENTERT ADR SPON ADS 88034P109   34,046,532 4,111,900 SH   SOLE   4,111,900 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   28,704,425 2,104,430 SH   SOLE   2,104,430 0 0
DAQO NEW ENERGY CORP ADR SPNSRD ADS NEW 23703Q203   6,011,577 155,700 SH   SOLE   155,700 0 0
COMFORT SYS USA INC COM 199908104   332,581 2,890 SH   SOLE   2,890 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   270,860 3,953 SH   SOLE   3,953 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   266,932 2,118 SH   SOLE   2,118 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101   264,622 14,227 SH   SOLE   14,227 0 0
MEDPACE HLDGS INC COM 58506Q109   244,484 1,151 SH   SOLE   1,151 0 0
LANDSTAR SYS INC COM 515098101   244,187 1,499 SH   SOLE   1,499 0 0
AUTONATION INC COM 05329W102   231,339 2,156 SH   SOLE   2,156 0 0
ATKORE INTL GROUP INC COM 047649108   224,572 1,980 SH   SOLE   1,980 0 0
EMCOR GROUP INC COM 29084Q100   224,239 1,514 SH   SOLE   1,514 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   222,214 3,425 SH   SOLE   3,425 0 0
AMN HEALTHCARE SERVICES INC COM 001744101   215,305 2,094 SH   SOLE   2,094 0 0
UFP INDUSTRIES INC COM 90278Q108   213,183 2,690 SH   SOLE   2,690 0 0
CATHAY GEN BANCORP COM 149150104   209,049 5,125 SH   SOLE   5,125 0 0
SUPER MICRO COMPUTER INC COM 86800U104   205,004 2,497 SH   SOLE   2,497 0 0
QCR HOLDINGS INC COM 74727A104   203,226 4,094 SH   SOLE   4,094 0 0
BOISE CASCADE CO DEL COM 09739D100   201,272 2,931 SH   SOLE   2,931 0 0
WESCO INTL INC COM 95082P105   201,196 1,607 SH   SOLE   1,607 0 0
OLD NATL BANCORP IND COM 680033107   194,957 10,843 SH   SOLE   10,843 0 0
MGIC INVT CORP WIS COM 552848103   184,184 14,168 SH   SOLE   14,168 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   147,497 10,665 SH   SOLE   10,665 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301   116,617 14,239 SH   SOLE   14,239 0 0