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
INFOSYS LTD SPONSORED ADR 456788108 144,768 5,816,301 SH   SOLE   5,816,301 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 75,482 723,981 SH   SOLE   723,981 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 67,511 620,506 SH   SOLE   620,506 0 0
HOULIHAN LOKEY INC CL A 441593100 567 6,453 SH   SOLE   6,453 0 0
QCR HOLDINGS INC COM 74727A104 564 9,963 SH   SOLE   9,963 0 0
COMFORT SYS USA INC COM 199908104 549 6,163 SH   SOLE   6,163 0 0
STIFEL FINL CORP COM 860630102 545 8,030 SH   SOLE   8,030 0 0
FARMERS NATIONAL BANC CORP COM 309627107 524 30,688 SH   SOLE   30,688 0 0
PERFICIENT INC COM 71375U101 488 4,436 SH   SOLE   4,436 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 470 4,224 SH   SOLE   4,224 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 465 7,206 SH   SOLE   7,206 0 0
SLM CORP COM 78442P106 457 24,870 SH   SOLE   24,870 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 378 6,053 SH   SOLE   6,053 0 0
ATKORE INTL GROUP INC COM 047649108 375 3,814 SH   SOLE   3,814 0 0
BOISE CASCADE CO DEL COM 09739D100 353 5,085 SH   SOLE   5,085 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 351 42,293 SH   SOLE   42,293 0 0
CATHAY GEN BANCORP COM 149150104 334 7,457 SH   SOLE   7,457 0 0
POPULAR INC COM 733174700 326 3,985 SH   SOLE   3,985 0 0
CARGURUS INC COM CL A 141788109 318 7,485 SH   SOLE   7,485 0 0
AUTONATION INC COM 05329W102 314 3,156 SH   SOLE   3,156 0 0
LOUISIANA PAC CORP COM 546347105 304 4,887 SH   SOLE   4,887 0 0
KULICKE & SOFFA INDS INC COM 501242101 298 5,325 SH   SOLE   5,325 0 0
BRUNSWICK CORP COM 117043109 294 3,629 SH   SOLE   3,629 0 0
VIRTU FINL INC CL A 928254101 284 7,627 SH   SOLE   7,627 0 0
COMMERCIAL METALS CO COM 201723103 261 6,279 SH   SOLE   6,279 0 0
SAIA INC COM 78709Y105 260 1,065 SH   SOLE   1,065 0 0
META FINL GROUP INC COM 59100U108 253 4,610 SH   SOLE   4,610 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 253 15,962 SH   SOLE   15,962 0 0
CUSTOMERS BANCORP INC COM 23204G100 245 4,701 SH   SOLE   4,701 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 235 4,293 SH   SOLE   4,293 0 0
LCI INDS COM 50189K103 219 2,111 SH   SOLE   2,111 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 217 2,118 SH   SOLE   2,118 0 0
LITHIA MTRS INC CL A 536797103 209 698 SH   SOLE   698 0 0
WESCO INTL INC COM 95082P105 209 1,607 SH   SOLE   1,607 0 0
UFP INDUSTRIES INC COM 90278Q108 208 2,690 SH   SOLE   2,690 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 206 1,227 SH   SOLE   1,227 0 0