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
NETEASE INC SPONSORED ADR 64110W102 91,108 471,524 SH   SOLE   471,524 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 57,433 2,189,580 SH   SOLE   2,189,580 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 47,699 833,322 SH   SOLE   833,322 0 0
FACEBOOK INC CL A 30303M102 38,174 334,040 SH   SOLE   334,040 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 36,987 261,950 SH   SOLE   261,950 0 0
SNAP ON INC COM 833034101 35,555 225,287 SH   SOLE   225,287 0 0
JOHNSON & JOHNSON COM 478160104 35,331 291,266 SH   SOLE   291,266 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 34,434 822,200 SH   SOLE   822,200 0 0
AMAZON COM INC COM 023135106 32,770 45,792 SH   SOLE   45,792 0 0
BROADCOM LTD SHS Y09827109 32,123 206,709 SH   SOLE   206,709 0 0
GENERAL DYNAMICS CORP COM 369550108 31,319 224,931 SH   SOLE   224,931 0 0
CITRIX SYS INC COM 177376100 30,290 378,200 SH   SOLE   378,200 0 0
LEAR CORP COM NEW 521865204 29,869 293,521 SH   SOLE   293,521 0 0
AFLAC INC COM 001055102 28,510 395,100 SH   SOLE   395,100 0 0
AETNA INC NEW COM 00817Y108 27,740 227,134 SH   SOLE   227,134 0 0
TRAVELERS COMPANIES INC COM 89417E109 27,566 231,571 SH   SOLE   231,571 0 0
ALPHABET INC CAP STK CL A 02079K305 26,847 38,160 SH   SOLE   38,160 0 0
HCA HOLDINGS INC COM 40412C101 25,051 325,297 SH   SOLE   325,297 0 0
TRANSDIGM GROUP INC COM 893641100 24,381 92,460 SH   SOLE   92,460 0 0
CIGNA CORP COM 125509109 24,053 187,932 SH   SOLE   187,932 0 0
DANAHER CORP DEL COM 235851102 23,960 237,227 SH   SOLE   237,227 0 0
AON PLC SHS CL A G0408V102 22,880 209,470 SH   SOLE   209,470 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 20,640 431,800 SH   SOLE   431,800 0 0
CARDINAL HEALTH INC COM 14149Y108 20,539 263,281 SH   SOLE   263,281 0 0
PRICELINE COM INC COM NEW 741503403 19,956 15,985 SH   SOLE   15,985 0 0
HASBRO INC COM 418056107 18,965 225,800 SH   SOLE   225,800 0 0
FOOT LOCKER INC COM 344849104 17,868 325,697 SH   SOLE   325,697 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 17,775 595,274 SH   SOLE   595,274 0 0
LKQ CORP COM 501889208 17,470 551,100 SH   SOLE   551,100 0 0
GILEAD SCIENCES INC COM 375558103 16,074 192,686 SH   SOLE   192,686 0 0
COMCAST CORP NEW CL A 20030N101 16,048 246,175 SH   SOLE   246,175 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 15,262 113,814 SH   SOLE   113,814 0 0
WELLS FARGO & CO NEW COM 949746101 15,036 317,692 SH   SOLE   317,692 0 0
INFOSYS LTD SPONSORED ADR 456788108 14,964 838,300 SH   SOLE   838,300 0 0
ACUITY BRANDS INC COM 00508Y102 14,756 59,510 SH   SOLE   59,510 0 0
CENTENE CORP DEL COM 15135B101 14,402 201,800 SH   SOLE   201,800 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 13,565 184,433 SH   SOLE   184,433 0 0
APPLIED MATLS INC COM 038222105 13,064 545,000 SH   SOLE   545,000 0 0
RAYTHEON CO COM NEW 755111507 12,783 94,024 SH   SOLE   94,024 0 0
ROSS STORES INC COM 778296103 12,418 219,056 SH   SOLE   219,056 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 12,388 63,228 SH   SOLE   63,228 0 0
ICON PLC SHS G4705A100 12,325 176,052 SH   SOLE   176,052 0 0
CDW CORP COM 12514G108 12,184 303,991 SH   SOLE   303,991 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 12,135 253,027 SH   SOLE   253,027 0 0
JP MORGAN CHASE & CO COM 46625H100 12,069 194,218 SH   SOLE   194,218 0 0
CBRE GROUP INC CL A 12504L109 11,712 442,304 SH   SOLE   442,304 0 0
THOR INDS INC COM 885160101 11,676 180,350 SH   SOLE   180,350 0 0
DREW INDS INC COM NEW 26168L205 11,546 136,091 SH   SOLE   136,091 0 0
HELEN OF TROY CORP LTD COM G4388N106 11,045 107,398 SH   SOLE   107,398 0 0
APPLE INC COM 037833100 10,501 109,843 SH   SOLE   109,843 0 0
TORCHMARK CORP COM 891027104 10,396 168,160 SH   SOLE   168,160 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,395 130,700 SH   SOLE   130,700 0 0
CINTAS CORP COM 172908105 10,080 102,725 SH   SOLE   102,725 0 0
PAREXEL INTL CORP COM 699462107 10,029 159,500 SH   SOLE   159,500 0 0
UBIQUITI NETWORKS INC COM 90347A100 9,762 252,499 SH   SOLE   252,499 0 0
CIRRUS LOGIC INC COM 172755100 9,431 243,130 SH   SOLE   243,130 0 0
DELUXE CORP COM 248019101 9,428 142,045 SH   SOLE   142,045 0 0
AMTRUST FINANCIAL SERVICES I COM 032359309 8,751 357,166 SH   SOLE   357,166 0 0
INTERNATIONAL FLAVORS & FRANGRA COM 459506101 8,712 69,104 SH   SOLE   69,104 0 0
EPAM SYS INC COM 29414B104 8,512 132,358 SH   SOLE   132,358 0 0
SMITH AO COM 831865209 8,412 95,476 SH   SOLE   95,476 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 8,181 31,961 SH   SOLE   31,961 0 0
ARROW ELECTRS INC COM 042735100 8,152 131,700 SH   SOLE   131,700 0 0
VISA INC COM CL A 92826C839 8,119 109,462 SH   SOLE   109,462 0 0
TERADYNE INC COM 880770102 7,889 400,664 SH   SOLE   400,664 0 0
VCA INC COM 918194101 7,845 116,040 SH   SOLE   116,040 0 0
AZZ INC COM 002474104 7,820 130,375 SH   SOLE   130,375 0 0
DISNEY WALT CO COM DISNEY 254687106 7,787 79,607 SH   SOLE   79,607 0 0
VALERO ENERGY CORP NEW COM 91913Y100 7,751 151,990 SH   SOLE   151,990 0 0
TYSON FOODS INC CL A 902494103 7,705 115,364 SH   SOLE   115,364 0 0
STURM RUGER & CO INC COM 864159108 7,471 116,721 SH   SOLE   116,721 0 0
HOLLSYS AUTOMATION TECHNOLO SHS G45667105 7,447 428,711 SH   SOLE   428,711 0 0
ON ASSIGNMENT INC COM 682159108 7,446 201,508 SH   SOLE   201,508 0 0
SMITH & WESSON HLDG CORP COM 831756101 7,404 272,400 SH   SOLE   272,400 0 0
HELMERICH & PAYNE INC COM 423452101 7,244 107,908 SH   SOLE   107,908 0 0
UNITED THERAPEUTICS CORP COM 91307C102 7,012 66,201 SH   SOLE   66,201 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 6,944 288,000 SH   SOLE   288,000 0 0
CREDIT ACCEP CORP MICH COM 225310101 6,793 36,702 SH   SOLE   36,702 0 0
SOUTHWEST AIRLS CO COM 844741108 6,498 165,729 SH   SOLE   165,729 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6,117 82,194 SH   SOLE   82,194 0 0
ENSIGN GROUP INC COM 29358P101 6,101 290,394 SH   SOLE   290,394 0 0
STAMPS INC COM NEW 852857200 5,932 67,859 SH   SOLE   67,859 0 0
CENTREPOINT ENERGY INC COM 15189T107 5,777 240,700 SH   SOLE   240,700 0 0
KAR AUCTION SVCS INC COM 48238T109 5,627 134,800 SH   SOLE   134,800 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 5,507 137,773 SH   SOLE   137,773 0 0
J2 GLOBAL INC COM 48123V102 5,418 85,772 SH   SOLE   85,772 0 0
GENTHERM INC COM 37253A103 5,261 153,605 SH   SOLE   153,605 0 0
SYNOPSYS INC COM 871607107 5,111 94,500 SH   SOLE   94,500 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 4,293 53,876 SH   SOLE   53,876 0 0
ARISTA NETWORKS INC COM 040413106 4,227 65,650 SH   SOLE   65,650 0 0
CRITEO S A SPONS ADS 226718104 3,995 87,000 SH   SOLE   87,000 0 0
HALLIBURTON CO COM 406216101 3,874 85,533 SH   SOLE   85,533 0 0
ALLEGIANT TRAVEL CO COM 01748X102 3,423 22,595 SH   SOLE   22,595 0 0
WETLAKE CHEM CORP COM 960413102 2,272 52,926 SH   SOLE   52,926 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 1,888 52,000 SH   SOLE   52,000 0 0
SYNNEX CORP COM 87162W100 692 7,301 SH   SOLE   7,301 0 0
EVEREST RE GROUP LTD COM G3223R108 537 2,940 SH   SOLE   2,940 0 0
FABRINET SHS G3323L100 409 11,029 SH   SOLE   11,029 0 0
INSTALLED BLDG PRODS INC COM 45780R101 377 10,398 SH   SOLE   10,398 0 0
SYNAPTICS INC COM 87157D109 354 6,590 SH   SOLE   6,590 0 0
SURGICAL CARE AFFILIATES INC COM 86881L106 336 7,053 SH   SOLE   7,053 0 0
CASH AMER INTL INC COM 14754D100 331 7,777 SH   SOLE   7,777 0 0
MASIMO CORP COM 574795100 331 6,306 SH   SOLE   6,306 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 330 3,100 SH   SOLE   3,100 0 0
ORBOTECH LTD ORD M75253100 328 12,846 SH   SOLE   12,846 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 306 33,344 SH   SOLE   33,344 0 0
ALAMO GROUP INC COM 011311107 304 4,609 SH   SOLE   4,609 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 299 5,397 SH   SOLE   5,397 0 0
CSG SYS INTL INC COM 126349109 295 7,330 SH   SOLE   7,330 0 0
HENRY JACK & ASSOC INC COM 426281101 288 3,298 SH   SOLE   3,298 0 0
CARDTRONICS INC COM G1991C105 282 7,081 SH   SOLE   7,081 0 0
COOPER STD HLDGS INC COM 21676P103 278 3,516 SH   SOLE   3,516 0 0
IROBOT CORP COM 462726100 277 7,898 SH   SOLE   7,898 0 0
BROADSOFT INC COM 11133B409 269 6,551 SH   SOLE   6,551 0 0
COMFORT SYS USA INC COM 199908104 269 8,247 SH   SOLE   8,247 0 0
JABIL CIRCUIT INC COM 466313103 268 14,500 SH   SOLE   14,500 0 0
JONES LANG LASALLE INC COM 48020Q107 265 2,716 SH   SOLE   2,716 0 0
INPHI CORP COM 45772F107 260 8,116 SH   SOLE   8,116 0 0
NAUTLUS INC COM 63910B102 248 13,917 SH   SOLE   13,917 0 0
EPLUS INC COM 294268107 243 2,975 SH   SOLE   2,975 0 0
FOX FACTORY HLDG CORP COM 35138V102 243 14,006 SH   SOLE   14,006 0 0
GENTEX CORP COM 371901109 242 15,675 SH   SOLE   15,675 0 0
PRA HEALTH SCIENCES INC COM 69354M108 241 5,780 SH   SOLE   5,780 0 0
SYKES ENTERPRISES INC COM 871237103 238 8,235 SH   SOLE   8,235 0 0
EURONET WORLDWIDE INC COM 298736109 233 3,372 SH   SOLE   3,372 0 0
UNIVERSAL ELECTRS INC COM 913483103 222 3,075 SH   SOLE   3,075 0 0
SHIP FINANCE INTERNATIONAL L SHS G81075106 222 15,043 SH   SOLE   15,043 0 0
OMEGA PROTEIN CORP COM 68210P107 221 11,062 SH   SOLE   11,062 0 0
INC RESH HLDGS INC CL A 45329R109 211 5,533 SH   SOLE   5,533 0 0