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 SEMICON SP ADR SPONSORED ADR 874039100 147,678 1,227,481 SH   SOLE   1,227,481 0 0
INFOSYS LTD ADR SPONSORED ADR 456788108 146,717 5,796,801 SH   SOLE   5,796,801 0 0
ALIBABA GROUP HLDG ADR SPONSORED ADS 01609W102 113,902 958,856 SH   SOLE   958,856 0 0
BUILDERS FIRSTSOURCE IPO COM 12008R107 733 8,559 SH   SOLE   8,559 0 0
HOULIHAN LOKEY INC A CL A 441593100 668 6,453 SH   SOLE   6,453 0 0
COMFORT SYSTEMS USA INC COM 199908104 609 6,163 SH   SOLE   6,163 0 0
CUSTOMERS BANCORP INC COM 23204G100 593 9,082 SH   SOLE   9,082 0 0
DONNELLEY FINANCIAL WI COM 25787G100 574 12,187 SH   SOLE   12,187 0 0
EVERCORE PARTNERS 'A' CLASS A 29977A105 573 4,224 SH   SOLE   4,224 0 0
PERFICIENT COM 71375U101 573 4,436 SH   SOLE   4,436 0 0
FARMERS NATIONAL BANC COM 309627107 569 30,688 SH   SOLE   30,688 0 0
QCR HOLDINGS INC COM 74727A104 557 9,963 SH   SOLE   9,963 0 0
CARGURUS INC COM CL A 141788109 538 16,018 SH   SOLE   16,018 0 0
BOISE CASCADE CO COM 09739D100 508 7,137 SH   SOLE   7,137 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 501 11,956 SH   SOLE   11,956 0 0
VICTORY CAPITAL HOLDIN COM CL A 92645B103 445 12,182 SH   SOLE   12,182 0 0
TEMPUR PEDIC INTL COM 88023U101 444 9,451 SH   SOLE   9,451 0 0
ATKORE INTERNATIONAL COM 047649108 424 3,814 SH   SOLE   3,814 0 0
MOELIS & COMPANY CL A 60786M105 397 6,359 SH   SOLE   6,359 0 0
DECKERS OUTDOOR CORP COM 243537107 386 1,055 SH   SOLE   1,055 0 0
ALLIANCEBERNSTEIN HLDG UNIT LTD PARTN 01881G106 384 7,876 SH   SOLE   7,876 0 0
LOUISIANA PACIFIC COM 546347105 382 4,887 SH   SOLE   4,887 0 0
CATALYST PHARMACEUTICA COM 14888U101 369 54,618 SH   SOLE   54,618 0 0
AUTONATION COM 05329W102 368 3,156 SH   SOLE   3,156 0 0
BRUNSWICK COM 117043109 365 3,629 SH   SOLE   3,629 0 0
SAIA COM 78709Y105 358 1,065 SH   SOLE   1,065 0 0
LCI INDUSTRIES COM 50189K103 329 2,111 SH   SOLE   2,111 0 0
POPULAR INC COM 733174700 326 3,985 SH   SOLE   3,985 0 0
KULICKE & SOFFA COM 501242101 322 5,325 SH   SOLE   5,325 0 0
CAMPING WORLD HOLDINGS I CL A 13462K109 292 7,231 SH   SOLE   7,231 0 0
MEDIFAST INC COM 58470H101 281 1,343 SH   SOLE   1,343 0 0
STIFEL FINANCIAL COM 860630102 273 3,889 SH   SOLE   3,889 0 0
SILICON MOTION TECH SPONSORED ADR 82706C108 250 2,639 SH   SOLE   2,639 0 0
UFP INDUSTRIES INC COM 90278Q108 247 2,690 SH   SOLE   2,690 0 0
PATRICK INDS INC COM 703343103 246 3,052 SH   SOLE   3,052 0 0
GROUP 1 AUTOMOTIVE COM 398905109 239 1,227 SH   SOLE   1,227 0 0
TRI POINTE GROUP INC COM 87265H109 234 8,412 SH   SOLE   8,412 0 0
BOOT BARN HOLDINGS INC COM 099406100 228 1,853 SH   SOLE   1,853 0 0
SLM CORPORATE SEC COM 78442P106 223 11,371 SH   SOLE   11,371 0 0
UNITED THERAPEUTICS CORP COM 91307C102 222 1,030 SH   SOLE   1,030 0 0
RAMACO RESOURCES INC COM 75134P303 219 16,161 SH   SOLE   16,161 0 0
APPLIED IND TECHS COM 03820C105 217 2,118 SH   SOLE   2,118 0 0
ASBURY AUTOMOTIVE COM 043436104 211 1,227 SH   SOLE   1,227 0 0
WESCO INTERNATIONAL COM 95082P105 211 1,607 SH   SOLE   1,607 0 0
WILLIAMS SONOMA COM 969904101 209 1,240 SH   SOLE   1,240 0 0
LITHIA MOTORS CL A 536797103 207 698 SH   SOLE   698 0 0