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
Credicorp Ltd Ordinary Shares G2519Y108 1,230 6,000 SH   SOLE   6,000 0 0
Medtronic PLC Ordinary Shares G5960L103 13,825 177,772 SH   SOLE   177,772 0 0
Banco Latinoamericano de Comercio Exterior SA Ordinary Shares P16994132 11,427 388,129 SH   SOLE   388,129 0 0
Access National Corp Ordinary Shares 004337101 2,595 90,529 SH   SOLE   90,529 0 0
Alibaba Group Holding Ltd American Depository Receipts 00BP41ZD1 415 2,400 SH   SOLE   2,400 0 0
Align Technology Inc Ordinary Shares 016255101 21,607 116,000 SH   SOLE   116,000 0 0
Alphabet Inc Ordinary Shares 02079K107 8,655 9,024 SH   SOLE   9,024 0 0
Amazon.com Inc Ordinary Shares 023135106 16,343 17,000 SH   SOLE   17,000 0 0
American Tower Corp Ordinary Shares 03027X100 8,748 64,000 SH   SOLE   64,000 0 0
American Woodmark Corp Ordinary Shares 030506109 4,874 50,636 SH   SOLE   50,636 0 0
Apple Inc Ordinary Shares 037833100 6,935 45,000 SH   SOLE   45,000 0 0
Autozone Inc Ordinary Shares 053332102 4,344 7,300 SH   SOLE   7,300 0 0
Baidu Inc American Depository Receipts 056752108 433 1,750 SH   SOLE   1,750 0 0
Berkshire Hathaway Inc Ordinary Shares 084670108 8,242 30 SH   SOLE   30 0 0
Broadridge Financial Solutions Inc Ordinary Shares 00B1VP7R6 2,021 25,000 SH   SOLE   25,000 0 0
C.H. Robinson Worldwide Inc Ordinary Shares 12541W209 3,501 46,000 SH   SOLE   46,000 0 0
Church & Dwight Co Inc Ordinary Shares 171340102 2,258 46,600 SH   SOLE   46,600 0 0
Cooper Companies Inc Ordinary Shares 216648402 8,631 36,400 SH   SOLE   36,400 0 0
Costco Wholesale Corp Ordinary Shares 22160K105 6,572 40,000 SH   SOLE   40,000 0 0
Ctrip.Com International Ltd American Depository Receipts 22943F100 9,156 173,600 SH   SOLE   173,600 0 0
Diamond Hill Investment Group Inc Ordinary Shares 25264R207 6,163 29,023 SH   SOLE   29,023 0 0
Dorman Products Inc Ordinary Shares 258278100 2,574 35,938 SH   SOLE   35,938 0 0
Facebook Inc Ordinary Shares 30303M102 9,398 55,000 SH   SOLE   55,000 0 0
FactSet Research Systems Inc Ordinary Shares 002329770 3,287 18,250 SH   SOLE   18,250 0 0
Fastenal Co Ordinary Shares 98954M203 3,498 76,750 SH   SOLE   76,750 0 0
Genesee & Wyoming Inc Ordinary Shares 98954M204 3,700 50,000 SH   SOLE   50,000 0 0
Gentex Corp Ordinary Shares 371901109 10,692 540,000 SH   SOLE   540,000 0 0
Genomic Health Inc Ordinary Shares 37244C101 4,234 131,935 SH   SOLE   131,935 0 0
GrubHub Inc Ordinary Shares 00BKY7XF2 2,896 55,000 SH   SOLE   55,000 0 0
Grupo Aeroportuario del Pacifico SAB de CV American Depository Receipts 400506101 1,179 11,500 SH   SOLE   11,500 0 0
Grupo Aeroportuario del Sureste SAB de CV American Depository Receipts 40051E202 1,221 6,400 SH   SOLE   6,400 0 0
HDFC Bank Ltd American Depository Receipts 40415F101 10,924 113,350 SH   SOLE   113,350 0 0
Huntington Bancshares Inc Ordinary Shares 446150104 1,396 100,000 SH   SOLE   100,000 0 0
IPG Photonics Corp Ordinary Shares 44980X109 25,261 136,500 SH   SOLE   136,500 0 0
Infinera Corp Ordinary Shares 45667G103 5,864 661,100 SH   SOLE   661,100 0 0
Ionis Pharmaceuticals Inc Ordinary Shares 462222100 13,131 259,000 SH   SOLE   259,000 0 0
Jones Lang LaSalle Inc Ordinary Shares 48020Q107 7,966 64,500 SH   SOLE   64,500 0 0
KAR Auction Services Inc Ordinary Shares 48238T109 9,677 202,708 SH   SOLE   202,708 0 0
KapStone Paper and Packaging Corp Ordinary Shares 48562P103 2,372 110,400 SH   SOLE   110,400 0 0
LCI Industries Ordinary Shares 50189K103 11,547 99,670 SH   SOLE   99,670 0 0
Lakeland Financial Corp Ordinary Shares 002537528 2,436 50,000 SH   SOLE   50,000 0 0
Markel Corp Ordinary Shares 570535104 8,437 7,900 SH   SOLE   7,900 0 0
MasterCard Inc Ordinary Shares 57636Q104 13,485 95,500 SH   SOLE   95,500 0 0
McCormick & Company Inc Ordinary Shares 002550161 2,053 20,000 SH   SOLE   20,000 0 0
MercadoLibre Inc Ordinary Shares 58733R102 10,859 41,937 SH   SOLE   41,937 0 0
Oaktree Capital Group LLC Unit 674001201 6,167 131,072 SH   SOLE   131,072 0 0
Paycom Software Inc Ordinary Shares 70432V102 11,094 148,000 SH   SOLE   148,000 0 0
PayPal Holdings Inc Ordinary Shares 00BYW36M8 6,403 100,000 SH   SOLE   100,000 0 0
Proto Labs Inc Ordinary Shares 743713109 3,212 40,000 SH   SOLE   40,000 0 0
ResMed Inc Ordinary Shares 761152107 15,469 201,000 SH   SOLE   201,000 0 0
SBA Communications Corp Ordinary Shares 78410G104 16,566 115,000 SH   SOLE   115,000 0 0
SVB FINANCIAL GROUP Ordinary Shares 002808053 1,871 10,000 SH   SOLE   10,000 0 0
Splunk Inc Ordinary Shares 848637104 11,127 167,500 SH   SOLE   167,500 0 0
STAG Industrial Inc Ordinary Shares 85254J102 4,533 165,000 SH   SOLE   165,000 0 0
Starbucks Corp Ordinary Shares 855244109 10,473 195,000 SH   SOLE   195,000 0 0
TRI Pointe Group Inc Ordinary Shares 87265H109 635 46,000 SH   SOLE   46,000 0 0
Taiwan Semiconductor Manufacturing Co Ltd American Depository Receipts 98954M205 9,294 247,500 SH   SOLE   247,500 0 0
Texas Roadhouse Inc Ordinary Shares 882681109 13,043 265,429 SH   SOLE   265,429 0 0
Thor Industries Inc Ordinary Shares 885160101 14,480 115,000 SH   SOLE   115,000 0 0
Tractor Supply Co Ordinary Shares 892356106 2,835 44,800 SH   SOLE   44,800 0 0
Ultimate Software Group Inc Ordinary Shares 90385D107 8,911 47,000 SH   SOLE   47,000 0 0
Varian Medical Systems Inc Ordinary Shares 92220P105 6,704 67,000 SH   SOLE   67,000 0 0
Watsco Inc Ordinary Shares 942622200 12,886 80,000 SH   SOLE   80,000 0 0
XPO Logistics Inc Ordinary Shares 983793100 27,180 401,000 SH   SOLE   401,000 0 0