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
BARRICK GOLD CORP COM 067901108 127 11,883 SH   SOLE   11,883 0 0
AMERICAN INTERNATIONAL GROUP COM NEW 026874784 3,596 58,172 SH   SOLE   58,172 0 0
AUTOZONE INC COM 05332102 3,543 5,313 SH   SOLE   5,313 0 0
BEST BUY CO INC COM 086516101 1,368 41,947 SH   SOLE   41,947 0 0
JPMORGAN CHASE & CO COM 46625H100 5,802 85,631 SH   SOLE   85,631 0 0
CIGNA CORP COM 125509109 4,056 25,040 SH   SOLE   25,040 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 5,016 1,013,415 SH   SOLE   1,013,415 0 0
BIG LOTS INC COM 89302103 2,370 52,681 SH   SOLE   52,681 0 0
EATON CORP PLC SHS G29183103 1,256 18,608 SH   SOLE   18,608 0 0
FREEPORT-MCMORAN INC CL B 35671D857 19,478 1,046,100 SH   SOLE   1,046,100 0 0
KELLOGG CO COM 487836108 109 1,746 SH   SOLE   1,746 0 0
MANPOWERGROUP INC COM 56418H100 3,905 43,692 SH   SOLE   43,692 0 0
CVS HEALTH CORP COM 126650100 2,814 26,827 SH   SOLE   26,827 0 0
MICRON TECHNOLOGY INC COM 595112103 14,529 771,200 SH   SOLE   771,200 0 0
MYLAN INC COM 628530107 2,537 37,389 SH   SOLE   37,389 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,031 45,357 SH   SOLE   45,357 0 0
TEREX CORP NEW COM 880779103 951 40,901 SH   SOLE   40,901 0 0
TEXTRON INC COM 883203101 1,794 40,187 SH   SOLE   40,187 0 0
COMCAST CORP-CLASS A CL A 20030N101 4,175 69,415 SH   SOLE   69,415 0 0
MICROSOFT CORP COM 594918104 4,540 102,835 SH   SOLE   102,835 0 0
ORACLE CORP COM 68389X105 3,528 87,552 SH   SOLE   87,552 0 0
TIME WARNER INC COM NEW 887317303 4,965 56,796 SH   SOLE   56,796 0 0
EXPRESS SCRIPTS HOLDING CO COM 30219G108 3,725 41,877 SH   SOLE   41,877 0 0
GILEAD SCIENCES INC COM 375558103 5,916 50,529 SH   SOLE   50,529 0 0
ISIS PHARMACEUTICALS INC COM 464330109 524 9,097 SH   SOLE   9,097 0 0
KEYCORP NEW COM 493267108 3,988 265,514 SH   SOLE   265,514 0 0
SYMANTEC CORP COM 871503108 1,359 58,468 SH   SOLE   58,468 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 2,740 93,210 SH   SOLE   93,210 0 0
SUNCOR ENERGY INC COM 867224107 2,473 89,844 SH   SOLE   89,844 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 42,935 545,626 SH   SOLE   545,626 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 208 13,004 SH   SOLE   13,004 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 25,468 1,385,613 SH   SOLE   1,385,613 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,043 45,918 SH   SOLE   45,918 0 0
MCKESSON CORP COM 58155Q103 3,044 13,541 SH   SOLE   13,541 0 0
LOCKHEED MARTIN CORP COM 539830109 48,094 258,709 SH   SOLE   258,709 0 0
EMBRAER SA SP ADR REP 4 COM 29082A107 179 5,914 SH   SOLE   5,914 0 0
BROOKS AUTOMATION INC COM 114340102 17,935 1,566,384 SH   SOLE   1,566,384 0 0
CREDICORP LTD COM G2519Y108 928 6,677 SH   SOLE   6,677 0 0
CITIZENS FINL GROUP INC COM 174610105 168,715 6,177,775 SH   SOLE   6,177,775 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 22,823 827,817 SH   SOLE   827,817 0 0
RYMAN HOSPITALITY PROPERTIES COM 78337T107 1,924 36,232 SH   SOLE   36,232 0 0
PEABODY ENERGY CORP COM 704549104 6,799 3,104,700 SH   SOLE   3,104,700 0 0
GOOGLE INC CL A 38259P508 4,932 9,132 SH   SOLE   9,132 0 0
SPIRIT AIRLS INC COM 848577102 19,431 312,902 SH   SOLE   312,902 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 12,572 761,915 SH   SOLE   761,915 0 0
NASDAQ OMX GROUP/THE COM 631103108 2,769 56,733 SH   SOLE   56,733 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 2,178 17,855 SH   SOLE   17,855 0 0
MERCADOLIBRE INC COM 58733R102 386 2,726 SH   SOLE   2,726 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,453 19,913 SH   SOLE   19,913 0 0
BAIDU INC SPON ADR REP A 056752108 427 2,146 SH   SOLE   2,146 0 0
REGIONS FINL CORP NEW COM 7591EP100 2,887 278,665 SH   SOLE   278,665 0 0
CAVIUM INC COM 14964U108 156 2,262 SH   SOLE   2,262 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 20,958 872,179 SH   SOLE   872,179 0 0
COPA HOLDINGS SA CL A P31076105 225 2,725 SH   SOLE   2,725 0 0
FIRST SOLAR INC COM 336433107 2,507 53,361 SH   SOLE   53,361 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1,070 43,649 SH   SOLE   43,649 0 0
ZYNGA INC CL A 98986T108 2,761 965,421 SH   SOLE   965,421 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 217 8,856 SH   SOLE   8,856 0 0
BANKUNITED INC COM 06552K103 2,769 77,066 SH   SOLE   77,066 0 0
DOLLAR GENERAL CORP COM 256677105 4,810 61,870 SH   SOLE   61,870 0 0
NIELSEN N V COM N63218106 3,453 77,132 SH   SOLE   77,132 0 0
HCA HOLDINGS INC COM 40412C101 3,028 33,375 SH   SOLE   33,375 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 18,680 296,363 SH   SOLE   296,363 0 0
CNH INDL N V SHS N20944109 14,216 1,559,534 SH   SOLE   1,559,534 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 246 7,634 SH   SOLE   7,634 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 288 12,588 SH   SOLE   12,588 0 0