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
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 72,919 3,210,880 SH   SOLE   3,210,880 0 0
NETEASE INC SPONSORED ADR 64110W102 69,684 481,026 SH   SOLE   481,026 0 0
APPLE INC COM 037833100 46,467 370,478 SH   SOLE   370,478 0 0
CIGNA CORP COM 125509109 45,379 280,118 SH   SOLE   280,118 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 35,745 171,199 SH   SOLE   171,199 0 0
GILEAD SCIENCES INC COM 375558103 35,643 304,429 SH   SOLE   304,429 0 0
AETNA INC NEW COM 00817Y108 34,367 269,627 SH   SOLE   269,627 0 0
SNAP ON INC COM 833034101 33,795 212,213 SH   SOLE   212,213 0 0
BIOGEN IDEC INC COM 09062X103 32,474 80,392 SH   SOLE   80,392 0 0
LEAR CORP COM NEW 521865204 32,447 289,031 SH   SOLE   289,031 0 0
FOOT LOCKER INC COM 344849104 31,314 467,300 SH   SOLE   467,300 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 30,725 502,947 SH   SOLE   502,947 0 0
JAZZ PHARMACEUTICAL PLC SHS USD G50871105 27,037 153,556 SH   SOLE   153,556 0 0
CELGEN CORP COM 151020104 24,748 213,837 SH   SOLE   213,837 0 0
JONES LANG LASALLE INC COM 48020Q107 24,603 143,880 SH   SOLE   143,880 0 0
MOODYS CORP COM 615369105 23,388 216,637 SH   SOLE   216,637 0 0
CVS CAREMARK CORPORATION COM 126650100 23,337 222,507 SH   SOLE   222,507 0 0
WELLS FARGO & CO NEW COM 949746101 22,745 404,433 SH   SOLE   404,433 0 0
AON PLC SHS CL A G0408V102 21,614 216,829 SH   SOLE   216,829 0 0
MARATHON PETE CORP COM 56585A102 21,128 403,900 SH   SOLE   403,900 0 0
LINCOLN NATL CORP IND COM 534187109 20,963 353,979 SH   SOLE   353,979 0 0
GENERAL DYNAMICS CORP COM 369550108 20,605 145,422 SH   SOLE   145,422 0 0
UNITED THERAPEUTICS CORP COM 91307C102 20,067 115,359 SH   SOLE   115,359 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 18,170 136,686 SH   SOLE   136,686 0 0
F5 NETWORKS INC COM 315616102 17,330 143,997 SH   SOLE   143,997 0 0
MCKESSON CORP COM 58155Q103 17,127 76,184 SH   SOLE   76,184 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 16,603 56,870 SH   SOLE   56,870 0 0
BLACKROCK INC COM 09247X101 15,240 44,049 SH   SOLE   44,049 0 0
TATA MTRS LTD SPONSORED ADR 876568502 14,449 419,182 SH   SOLE   419,182 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 14,087 2,134,399 SH   SOLE   2,134,399 0 0
TORCHMARK CORP COM 891027104 14,069 241,644 SH   SOLE   241,644 0 0
G-III APPAREL GROUP LTD COM 36237H101 13,920 197,864 SH   SOLE   197,864 0 0
DISNEY WALT CO COM DISNEY 254687106 13,290 116,432 SH   SOLE   116,432 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 12,826 1,079,622 SH   SOLE   1,079,622 0 0
MEDIVATION INC COM 58501N101 12,757 111,709 SH   SOLE   111,709 0 0
INVESCO LTD SHS G491BT108 12,586 335,725 SH   SOLE   335,725 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 12,249 76,895 SH   SOLE   76,895 0 0
EVEREST RE GROUP LTD COM G3223R108 12,243 67,264 SH   SOLE   67,264 0 0
VERINT SYS INC COM 92343X100 12,239 201,488 SH   SOLE   201,488 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 11,757 111,427 SH   SOLE   111,427 0 0
JOHNSON & JOHNSON COM 478160104 11,372 116,685 SH   SOLE   116,685 0 0
B/E AEROSPACE INC COM 073302101 11,241 204,754 SH   SOLE   204,754 0 0
SYNAPTICS INC COM 87157D109 10,919 125,887 SH   SOLE   125,887 0 0
AMBARELLA INC SHS G037AX101 10,793 105,102 SH   SOLE   105,102 0 0
AMTRUST FINANCIAL SERVICES I COM 032359309 10,502 160,313 SH   SOLE   160,313 0 0
INTERNATIONAL FLAVORS & FRANGRA COM 459506101 10,496 96,036 SH   SOLE   96,036 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 10,433 425,500 SH   SOLE   425,500 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 10,397 99,873 SH   SOLE   99,873 0 0
BLACKSTONE GROUP LP COM UNIT LTD 09253U108 10,115 247,500 SH   SOLE   247,500 0 0
HCA HOLDINGS INC COM 40412C101 10,001 110,237 SH   SOLE   110,237 0 0
TRINITY INDS INC COM 896522109 9,982 377,673 SH   SOLE   377,673 0 0
ICON PLC SHS G4705A100 9,958 147,970 SH   SOLE   147,970 0 0
POLARIS INDS INC COM 731068102 9,860 66,573 SH   SOLE   66,573 0 0
HOLLSYS AUTOMATION TECHNOLO SHS G45667105 9,810 408,233 SH   SOLE   408,233 0 0
V F CORP COM 918204108 9,458 135,618 SH   SOLE   135,618 0 0
HELEN OF TROY CORP LTD COM G4388N106 9,374 96,149 SH   SOLE   96,149 0 0
EPAM SYS INC COM 29414B104 8,549 120,020 SH   SOLE   120,020 0 0
CREDIT ACCEP CORP MICH COM 225310101 8,548 34,723 SH   SOLE   34,723 0 0
CIRRUS LOGIC INC COM 172755100 8,267 242,920 SH   SOLE   242,920 0 0
MAXIMUS INC COM 577933104 8,078 122,900 SH   SOLE   122,900 0 0
ENERSYS COM 29275Y102 8,012 113,986 SH   SOLE   113,986 0 0
VISA INC COM CL A 92826C839 7,889 117,476 SH   SOLE   117,476 0 0
DELUXE CORP COM 248019101 7,873 126,988 SH   SOLE   126,988 0 0
LANNETT INC COM 516012101 7,748 130,351 SH   SOLE   130,351 0 0
JP MORGAN CHASE & CO COM 46625H100 7,725 114,000 SH   SOLE   114,000 0 0
GENTHERM INC COM 37253A103 7,557 137,629 SH   SOLE   137,629 0 0
WABTEC CORP COM 929740108 7,539 80,000 SH   SOLE   80,000 0 0
ON ASSIGNMENT INC COM 682159108 7,364 187,465 SH   SOLE   187,465 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,198 69,530 SH   SOLE   69,530 0 0
ENSIGN GROUP INC COM 29358P101 7,140 139,840 SH   SOLE   139,840 0 0
RAYTHEON CO COM NEW 755111507 6,862 71,720 SH   SOLE   71,720 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,830 77,640 SH   SOLE   77,640 0 0
MENTOR GRAPHICS CORP COM 587200106 6,802 257,370 SH   SOLE   257,370 0 0
SYMETRA FINL CORP COM 87151Q106 6,553 271,117 SH   SOLE   271,117 0 0
ASTRONICS CORP COM 046433108 6,493 91,586 SH   SOLE   91,586 0 0
HELMERICH & PAYNE INC COM 423452101 6,360 90,313 SH   SOLE   90,313 0 0
TYSON FOODS INC CL A 902494103 6,352 149,005 SH   SOLE   149,005 0 0
SYNNEX CORP COM 87162W100 6,334 86,548 SH   SOLE   86,548 0 0
BGC PARTNERS INC CL A 05541T101 6,113 698,640 SH   SOLE   698,640 0 0
MERCADOLIBRE INC COM 58733R102 6,085 42,946 SH   SOLE   42,946 0 0
SUPER MICRO COMPUTER INC COM 86800U104 5,557 187,857 SH   SOLE   187,857 0 0
COMCAST CORP NEW CL A SPL 20030N101 5,533 92,000 SH   SOLE   92,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 5,298 84,638 SH   SOLE   84,638 0 0
ORACLE CORP COM 68389X105 4,983 123,640 SH   SOLE   123,640 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,463 45,449 SH   SOLE   45,449 0 0
ALLEGIANT TRAVEL CO COM 01748X102 3,759 21,135 SH   SOLE   21,135 0 0
HALLIBURTON CO COM 406216101 3,684 85,533 SH   SOLE   85,533 0 0
WETLAKE CHEM CORP COM 960413102 3,630 52,926 SH   SOLE   52,926 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 2,545 52,368 SH   SOLE   52,368 0 0
ASTRONICS CORP COM 046433207 1,360 19,293 SH   SOLE   19,293 0 0
USANA HEALTH SCINCES INC COM 90328M107 421 3,082 SH   SOLE   3,082 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 357 3,100 SH   SOLE   3,100 0 0
GREENBRIER COS INC COM 393657101 317 6,763 SH   SOLE   6,763 0 0
IMPAX LABORATORIES INC COM 45256B101 250 5,442 SH   SOLE   5,442 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 250 5,397 SH   SOLE   5,397 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 236 3,769 SH   SOLE   3,769 0 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 211 8,494 SH   SOLE   8,494 0 0
MULTI COLOR CORP COM 625383104 210 3,291 SH   SOLE   3,291 0 0
DTS INC COM 23335C101 210 6,882 SH   SOLE   6,882 0 0
MIDDLEBY CORP COM 596278101 208 1,850 SH   SOLE   1,850 0 0
WOODWARD INC COM 980745103 205 3,724 SH   SOLE   3,724 0 0