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
ABERDEEN CHILE FD INC COM 00301W105 96 16,099 SH   SOLE   16,099 0 0
AIR PRODS & CHEMS INC COM 009158106 36,227 251,863 SH   SOLE   251,863 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 39,776 452,925 SH   SOLE   452,925 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 17,506 273,497 SH   SOLE   273,497 0 0
ALPHABET INC CAP STK CL A 02079K305 40,625 51,259 SH   SOLE   51,259 0 0
ALPHABET INC CAP STK CL C 02079K107 38,996 50,518 SH   SOLE   50,518 0 0
ALTRIA GROUP INC COM 02209S103 22,705 335,735 SH   SOLE   335,735 0 0
AMAZON COM INC COM 023135106 49,452 65,940 SH   SOLE   65,940 0 0
AMBEV SA SPONSORED ADR 02319V103 1,518 309,130 SH   SOLE   309,130 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 2,563 203,872 SH   SOLE   203,872 0 0
AMERICAN TOWER CORP NEW COM 03027X100 22,196 210,000 SH   SOLE   210,000 0 0
AMGEN INC COM 031162100 18,801 128,574 SH   SOLE   128,574 0 0
AMPHENOL CORP NEW CL A 032095101 36,701 546,079 SH   SOLE   546,079 0 0
APPLE INC COM 037833100 122,547 1,057,952 SH   SOLE   1,057,952 0 0
APPLIED MATLS INC COM 038222105 31,629 980,002 SH   SOLE   980,002 0 0
AT&T INC COM 00206R102 44,936 1,056,445 SH   SOLE   1,056,445 0 0
AUTOZONE INC COM 053332102 37,595 47,595 SH   SOLE   47,595 0 0
BAIDU INC SPON ADR REP A 056752108 10,827 65,847 SH   SOLE   65,847 0 0
BANK AMER CORP COM 060505104 39,204 1,773,732 SH   SOLE   1,773,732 0 0
BANK NEW YORK MELLON CORP COM 064058100 56,672 1,195,979 SH   SOLE   1,195,979 0 0
BCE INC COM NEW 05534B760 2,306 53,288 SH   SOLE   53,288 0 0
BECTON DICKINSON & CO COM 075887109 36,661 221,421 SH   SOLE   221,421 0 0
BEST BUY INC COM 086516101 24,287 569,103 SH   SOLE   569,103 0 0
BIOGEN INC COM 09062X103 32,151 113,360 SH   SOLE   113,360 0 0
BOEING CO COM 097023105 15,445 99,196 SH   SOLE   99,196 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 33,581 574,545 SH   SOLE   574,545 0 0
BROADCOM LTD SHS Y09827109 47,943 271,186 SH   SOLE   271,186 0 0
CANADIAN NATL RY CO COM 136375102 9,303 138,054 SH   SOLE   138,054 0 0
CATERPILLAR INC DEL COM 149123101 39,983 431,079 SH   SOLE   431,079 0 0
CELGENE CORP COM 151020104 46,566 402,246 SH   SOLE   402,246 0 0
CHEVRON CORP NEW COM 166764100 73,857 627,425 SH   SOLE   627,425 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 12,810 119,126 SH   SOLE   119,126 0 0
CHUBB LIMITED COM H1467J104 36,348 275,078 SH   SOLE   275,078 0 0
CISCO SYS INC COM 17275R102 26,283 869,613 SH   SOLE   869,613 0 0
CITIGROUP INC COM NEW 172967424 29,847 502,165 SH   SOLE   502,165 0 0
CITIZENS FINL GROUP INC COM 174610105 28,115 788,999 SH   SOLE   788,999 0 0
CME GROUP INC COM 12572Q105 33,021 286,235 SH   SOLE   286,235 0 0
COMCAST CORP NEW CL A 20030N101 28,676 415,236 SH   SOLE   415,236 0 0
CONCHO RES INC COM 20605P101 35,451 267,322 SH   SOLE   267,322 0 0
COPART INC COM 217204106 17,634 318,211 SH   SOLE   318,211 0 0
CREDICORP LTD COM G2519Y108 2,866 18,155 SH   SOLE   18,155 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 34,021 392,035 SH   SOLE   392,035 0 0
DANAHER CORP DEL COM 235851102 40,770 523,703 SH   SOLE   523,703 0 0
DIAMONDBACK ENERGY INC COM 25278X109 33,080 327,291 SH   SOLE   327,291 0 0
DISNEY WALT CO COM DISNEY 254687106 27,219 261,135 SH   SOLE   261,135 0 0
DOLLAR TREE INC COM 256746108 17,143 222,084 SH   SOLE   222,084 0 0
DOW CHEM CO COM 260543103 44,589 779,168 SH   SOLE   779,168 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 20,872 222,727 SH   SOLE   222,727 0 0
ENBRIDGE INC COM 29250N105 9,909 235,176 SH   SOLE   235,176 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 767 93,406 SH   SOLE   93,406 0 0
ENEL GENERACION CHILE S A SPONSORED ADR 29244T101 1,081 55,600 SH   SOLE   55,600 0 0
EXXON MOBIL CORP COM 30231G102 64,747 717,254 SH   SOLE   717,254 0 0
F5 NETWORKS INC COM 315616102 26,599 183,771 SH   SOLE   183,771 0 0
FACEBOOK INC CL A 30303M102 44,280 384,833 SH   SOLE   384,833 0 0
FEDEX CORP COM 31428X106 48,579 260,865 SH   SOLE   260,865 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 26,985 356,717 SH   SOLE   356,717 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 5,039 66,110 SH   SOLE   66,110 0 0
FRANCO NEVADA CORP COM 351858105 6,219 103,866 SH   SOLE   103,866 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 5,704 118,693 SH   SOLE   118,693 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,185 56,715 SH   SOLE   56,715 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 6,167 336,581 SH   SOLE   336,581 0 0
HOME DEPOT INC COM 437076102 28,577 213,105 SH   SOLE   213,105 0 0
HONEYWELL INTL INC COM 438516106 15,062 130,000 SH   SOLE   130,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 31,050 253,524 SH   SOLE   253,524 0 0
INGERSOLL-RAND PLC SHS G47791101 35,651 475,030 SH   SOLE   475,030 0 0
INTL PAPER CO COM 460146103 28,490 536,865 SH   SOLE   536,865 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 23,228 407,456 SH   SOLE   407,456 0 0
JOHNSON & JOHNSON COM 478160104 54,436 472,436 SH   SOLE   472,436 0 0
JPMORGAN CHASE & CO COM 46625H100 88,013 1,019,838 SH   SOLE   1,019,838 0 0
KRAFT HEINZ CO COM 500754106 43,208 494,761 SH   SOLE   494,761 0 0
LEAR CORP COM NEW 521865204 24,002 181,302 SH   SOLE   181,302 0 0
MARTIN MARIETTA MATLS INC COM 573284106 31,427 141,844 SH   SOLE   141,844 0 0
MERCK & CO INC COM 58933Y105 43,753 743,123 SH   SOLE   743,123 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 36,856 574,462 SH   SOLE   574,462 0 0
MICROSOFT CORP COM 594918104 83,547 1,344,328 SH   SOLE   1,344,328 0 0
MOHAWK INDS INC COM 608190104 33,334 166,919 SH   SOLE   166,919 0 0
NETEASE INC SPONSORED ADR 64110W102 8,390 38,959 SH   SOLE   38,959 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 6,229 147,941 SH   SOLE   147,941 0 0
NEWELL BRANDS INC COM 651229106 32,001 716,618 SH   SOLE   716,618 0 0
NORDSTROM INC COM 655664100 21,640 451,441 SH   SOLE   451,441 0 0
NORFOLK SOUTHERN CORP COM 655844108 34,554 319,697 SH   SOLE   319,697 0 0
NUCOR CORP COM 670346105 19,882 334,000 SH   SOLE   334,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 12,215 124,610 SH   SOLE   124,610 0 0
PACCAR INC COM 693718108 35,544 556,183 SH   SOLE   556,183 0 0
PACKAGING CORP AMER COM 695156109 31,981 377,002 SH   SOLE   377,002 0 0
PEPSICO INC COM 713448108 41,685 398,358 SH   SOLE   398,358 0 0
PHILIP MORRIS INTL INC COM 718172109 24,509 267,859 SH   SOLE   267,859 0 0
PIONEER NAT RES CO COM 723787107 37,000 205,451 SH   SOLE   205,451 0 0
QUALCOMM INC COM 747525103 40,132 615,447 SH   SOLE   615,447 0 0
RANGE RES CORP COM 75281A109 18,151 528,196 SH   SOLE   528,196 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 31,477 454,358 SH   SOLE   454,358 0 0
SCHLUMBERGER LTD COM 806857108 53,653 639,027 SH   SOLE   639,027 0 0
SCHWAB CHARLES CORP NEW COM 808513105 42,232 1,069,856 SH   SOLE   1,069,856 0 0
SOUTHERN CO COM 842587107 38,429 781,136 SH   SOLE   781,136 0 0
STANLEY BLACK & DECKER INC COM 854502101 19,153 166,979 SH   SOLE   166,979 0 0
STARBUCKS CORP COM 855244109 13,977 251,713 SH   SOLE   251,713 0 0
STEEL DYNAMICS INC COM 858119100 31,422 883,026 SH   SOLE   883,026 0 0
SVB FINL GROUP COM 78486Q101 34,601 201,545 SH   SOLE   201,545 0 0
SYSCO CORP COM 871829107 32,663 589,839 SH   SOLE   589,839 0 0
TARGET CORP COM 87612E106 22,267 308,243 SH   SOLE   308,243 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,023 76,442 SH   SOLE   76,442 0 0
TRANSDIGM GROUP INC COM 893641100 22,833 91,701 SH   SOLE   91,701 0 0
UBS GROUP AG SHS H42097107 15,569 991,947 SH   SOLE   991,947 0 0
UNITED PARCEL SERVICE INC CL B 911312106 38,839 338,752 SH   SOLE   338,752 0 0
UNITED RENTALS INC COM 911363109 17,654 167,185 SH   SOLE   167,185 0 0
UNITEDHEALTH GROUP INC COM 91324P102 62,525 390,636 SH   SOLE   390,636 0 0
VALERO ENERGY CORP NEW COM 91913Y100 30,721 449,610 SH   SOLE   449,610 0 0
VALMONT INDS INC COM 920253101 16,022 113,700 SH   SOLE   113,700 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 53,850 1,008,691 SH   SOLE   1,008,691 0 0
VISA INC COM CL A 92826C839 25,616 328,288 SH   SOLE   328,288 0 0
VULCAN MATLS CO COM 929160109 27,352 218,524 SH   SOLE   218,524 0 0
WASTE CONNECTIONS INC COM 94106B101 32,756 416,740 SH   SOLE   416,740 0 0
WELLS FARGO & CO NEW COM 949746101 43,941 797,242 SH   SOLE   797,242 0 0
WEYERHAEUSER CO COM 962166104 34,838 1,157,648 SH   SOLE   1,157,648 0 0
YANDEX N V SHS CLASS A N97284108 847 42,093 SH   SOLE   42,093 0 0