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
SIGNET JEWELERS LIMITED SHS G81276100 2,669 42,210 SH   SOLE   42,210 0 0
UBS GROUP AG SHS H42097107 166 9,783 SH   SOLE   9,783 0 0
CNH INDL N V SHS N20944109 270 23,866 SH   SOLE   23,866 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 286 27,126 SH   SOLE   27,126 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 5,603 167,000 SH   SOLE   167,000 0 0
ALTABA INC COM ADDED 021346101 20,190 370,599 SH   SOLE   370,599 0 0
AVIS BUDGET GROUP COM 053774105 22 800 SH   SOLE   800 0 0
BOEING CO COM 097023105 989 5,000 SH   SOLE   5,000 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1,020 15,000 SH   SOLE   15,000 0 0
CBRE GROUP INC CL A 12504L109 1,048 28,800 SH   SOLE   28,800 0 0
CNOOC LTD SPONSORED ADR 126132109 1,150 10,500 SH   SOLE   10,500 0 0
CSX CORP COM 126408103 5,347 98,000 SH   SOLE   98,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 603 18,000 SH   SOLE   18,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 1,481 75,000 SH   SOLE   75,000 0 0
CARMAX INC COM 143130102 1,577 25,000 SH   SOLE   25,000 0 0
CELANESE CORP DEL COM SER A 150870103 1,633 17,200 SH   SOLE   17,200 0 0
CENOVUS ENERGY INC COM 15135U109 10,124 1,375,100 SH   SOLE   1,375,100 0 0
CHINA LIFE INS CO LTD SPON ADR REP H 16939P106 7,597 497,204 SH   SOLE   497,204 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 2,654 50,000 SH   SOLE   50,000 0 0
CHINA RAPID FIN LTD SPONSORED ADR ADDED 16953Q105 1,287 225,000 SH   SOLE   225,000 0 0
DEERE & CO COM 244199105 1,236 10,000 SH   SOLE   10,000 0 0
DR REDDYS LABS LTD ADR 256135203 3,087 74,191 SH   SOLE   74,191 0 0
DOMINOS PIZZA INC COM 25754A201 613 2,900 SH   SOLE   2,900 0 0
DUKE REALTY CORP COM NEW 264411505 584 20,900 SH   SOLE   20,900 0 0
EXXON MOBIL CORP COM 30231G102 14,852 183,972 SH   SOLE   183,972 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,842 18,400 SH   SOLE   18,400 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 1,557 10,800 SH   SOLE   10,800 0 0
FORTRESS INVESTMENT GROUP LL CL A 34958B106 9,506 1,189,692 SH   SOLE   1,189,692 0 0
FORTINET INC COM 34959E109 2,018 53,910 SH   SOLE   53,910 0 0
HCA HEALTHCARE INC COM 40412C101 4,360 50,000 SH   SOLE   50,000 0 0
ICICI BK LTD ADR 45104G104 45,888 5,112,901 SH   SOLE   5,112,901 0 0
INFOSYS LTD SPONSORED ADR 456788108 82,728 5,598,911 SH   SOLE   5,598,911 0 0
JPMORGAN CHASE & CO COM 46625H100 2,285 25,000 SH   SOLE   25,000 0 0
KT CORP SPONSORED ADR 48268K101 2,395 145,302 SH   SOLE   145,302 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 21 500 SH   SOLE   500 0 0
LUMENTUM HLDGS INC COM 55024U109 57 1,000 SH   SOLE   1,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,774 56,700 SH   SOLE   56,700 0 0
MSCI INC COM 55354G100 597 5,800 SH   SOLE   5,800 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 1,554 34,600 SH   SOLE   34,600 0 0
MOMO INC ADR 60879B107 3,051 82,546 SH   SOLE   82,546 0 0
MORGAN STANLEY COM NEW 617446448 9 200 SH   SOLE   200 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,337 50,000 SH   SOLE   50,000 0 0
NVIDIA CORP COM 67066G104 506 3,500 SH   SOLE   3,500 0 0
PACKAGING CORP AMER COM 695156109 624 5,600 SH   SOLE   5,600 0 0
PAYLOCITY HLDG CORP COM 70438V106 2,259 50,000 SH   SOLE   50,000 0 0
PFIZER INC COM 717081103 2,015 60,000 SH   SOLE   60,000 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 1,557 17,400 SH   SOLE   17,400 0 0
RESMED INC COM 761152107 693 8,900 SH   SOLE   8,900 0 0
REYNOLDS AMERICAN INC COM 761713106 39,439 606,380 SH   SOLE   606,380 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 28,254 261,172 SH   SOLE   261,172 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,970 14,600 SH   SOLE   14,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 24 100 SH   SOLE   100 0 0
SVB FINL GROUP COM 78486Q101 545 3,100 SH   SOLE   3,100 0 0
SOUTHWEST AIRLS CO COM 844741108 5,903 95,000 SH   SOLE   95,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 14,114 400,000 SH   SOLE   400,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 8,293 247,909 SH   SOLE   247,909 0 0
TIFFANY & CO NEW COM 886547108 1,408 15,000 SH   SOLE   15,000 0 0
TIME WARNER INC COM NEW 887317303 33,886 337,475 SH   SOLE   337,475 0 0
TRANSDIGM GROUP INC COM 893641100 6,184 23,000 SH   SOLE   23,000 0 0
UNILEVER PLC SPON ADR NEW 904767704 8,949 165,773 SH   SOLE   165,773 0 0
UNITED RENTALS INC COM 911363109 969 8,600 SH   SOLE   8,600 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 744 30,000 SH   SOLE   30,000 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 2,829 100,000 SH   SOLE   100,000 0 0
WHOLE FOODS MKT INC COM 966837106 4,211 100,000 SH   SOLE   100,000 0 0