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
51JOB INC SP ADR REP COM 316827104 16,867 172,750 SH   SOLE   172,750 0 0
58 COM INC SPON ADR REP A 31680Q104 17,058 246,012 SH   SOLE   246,012 0 0
ABBOTT LABS COM 002824100 226 3,700 SH   SOLE   3,700 0 0
ACUSHNET HOLDINGS CORP COM 005098108 13,743 561,869 SH   SOLE   561,869 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,829 61,923 SH   SOLE   61,923 0 0
AMPHENOL CORP NEW CL A 032095101 15,043 172,616 SH   SOLE   172,616 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 13,905 137,674 SH   SOLE   137,674 0 0
AVX CORP NEW COM 002444107 4,800 306,342 SH   SOLE   306,342 0 0
BAIDU INC SPON ADR REP A 056752108 22,356 92,000 SH   SOLE   92,000 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 5,754 128,000 SH   SOLE   128,000 0 0
BRIGHT SCHOLAR ED HLDGS LTD SPONSORED ADS 109199109 411 24,690 SH   SOLE   24,690 0 0
BRIGHTCOVE INC COM 10921T101 486 50,374 SH   SOLE   50,374 0 0
BRUKER CORP COM 116794108 412 14,200 SH   SOLE   14,200 0 0
CELANESE CORP DEL COM SER A 150870103 1,777 15,996 SH   SOLE   15,996 0 0
CHEVRON CORP NEW COM 166764100 16,739 132,400 SH   SOLE   132,400 0 0
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944W104 2,491 337,508 SH   SOLE   337,508 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 6,954 77,404 SH   SOLE   77,404 0 0
CHINA YUCHAI INTL LTD COM G21082105 5,871 270,570 SH   SOLE   270,570 0 0
CNOOC LTD SPONSORED ADR 126132109 1,284 7,500 SH   SOLE   7,500 0 0
CONOCOPHILLIPS COM 20825C104 1,427 20,500 SH   SOLE   20,500 0 0
CTS CORP COM 126501105 1,662 46,180 SH   SOLE   46,180 0 0
EMERSON ELEC CO COM 291011104 207 3,000 SH   SOLE   3,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 585 8,000 SH   SOLE   8,000 0 0
FACEBOOK INC CL A 30303M102 272 1,400 SH   SOLE   1,400 0 0
FANG HLDGS LTD ADR 30711Y102 40 10,200 SH   SOLE   10,200 0 0
FLEX LTD ORD Y2573F102 241 17,100 SH   SOLE   17,100 0 0
FORTINET INC COM 34959E109 18,436 295,300 SH   SOLE   295,300 0 0
HAEMONETICS CORP COM 405024100 1,946 21,700 SH   SOLE   21,700 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 179 12,218 SH   SOLE   12,218 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 2,020 91,222 SH   SOLE   91,222 0 0
HP INC COM 40434L105 16,910 745,254 SH   SOLE   745,254 0 0
INFOSYS LTD SPONSORED ADR 456788108 2,199 113,200 SH   SOLE   113,200 0 0
INTEL CORP COM 458140100 16,494 331,800 SH   SOLE   331,800 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 224 1,600 SH   SOLE   1,600 0 0
INVESCO EXCHANGE TRADED FD T DYNMC SEMICNDT 46137V647 2,511 48,123 SH   SOLE   48,123 0 0
ISHARES TR MSCI INDIA ETF 46429B598 633 19,000 SH   SOLE   19,000 0 0
LAM RESEARCH CORP COM 512807108 553 3,200 SH   SOLE   3,200 0 0
LAS VEGAS SANDS CORP COM 517834107 24,395 319,474 SH   SOLE   319,474 0 0
LAUDER ESTEE COS INC CL A 518439104 18,521 129,800 SH   SOLE   129,800 0 0
LEAR CORP COM NEW 521865204 1,096 5,900 SH   SOLE   5,900 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 393 38,373 SH   SOLE   38,373 0 0
MASTERCARD INCORPORATED CL A 57636Q104 18,198 92,600 SH   SOLE   92,600 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 15,175 258,700 SH   SOLE   258,700 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 19,961 712,900 SH   SOLE   712,900 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 8,551 101,441 SH   SOLE   101,441 0 0
MERCER INTL INC COM 588056101 7,766 443,753 SH   SOLE   443,753 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 15,698 172,600 SH   SOLE   172,600 0 0
MICROSOFT CORP COM 594918104 17,750 180,000 SH   SOLE   180,000 0 0
MOVADO GROUP INC COM 624580106 2,992 61,946 SH   SOLE   61,946 0 0
NANOMETRICS INC COM 630077105 1,851 52,279 SH   SOLE   52,279 0 0
NETAPP INC COM 64110D104 19,507 248,400 SH   SOLE   248,400 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 19,239 203,240 SH   SOLE   203,240 0 0
NIKE INC CL B 654106103 215 2,700 SH   SOLE   2,700 0 0
NVIDIA CORP COM 67066G104 8,126 34,300 SH   SOLE   34,300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,011 18,400 SH   SOLE   18,400 0 0
OMNOVA SOLUTIONS INC COM 682129101 181 17,400 SH   SOLE   17,400 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 129 11,600 SH   SOLE   11,600 0 0
ONESPAN INC COM 68287N100 749 38,120 SH   SOLE   38,120 0 0
PARK ELECTROCHEMICAL CORP COM 700416209 456 19,668 SH   SOLE   19,668 0 0
PERKINELMER INC COM 714046109 978 13,357 SH   SOLE   13,357 0 0
PFIZER INC COM 717081103 207 5,700 SH   SOLE   5,700 0 0
POSCO SPONSORED ADR 693483109 1,882 25,398 SH   SOLE   25,398 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 16,738 230,389 SH   SOLE   230,389 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 226 4,000 SH   SOLE   4,000 0 0
SHUTTERSTOCK INC COM 825690100 603 12,705 SH   SOLE   12,705 0 0
SINA CORP ORD G81477104 2,905 34,300 SH   SOLE   34,300 0 0
SINOPEC SHANGHAI PETROCHEMIC SPON ADR H 82935M109 282 4,700 SH   SOLE   4,700 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 21,889 989,538 SH   SOLE   989,538 0 0
SYNTEL INC COM 87162H103 6,594 205,487 SH   SOLE   205,487 0 0
TARENA INTL INC ADR 876108101 2,999 396,163 SH   SOLE   396,163 0 0
TEXAS INSTRS INC COM 882508104 17,772 161,200 SH   SOLE   161,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 456 2,200 SH   SOLE   2,200 0 0
TIFFANY & CO NEW COM 886547108 16,178 122,935 SH   SOLE   122,935 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 997 53,800 SH   SOLE   53,800 0 0
UNILEVER PLC SPON ADR NEW 904767704 22,615 409,096 SH   SOLE   409,096 0 0
USANA HEALTH SCIENCES INC COM 90328M107 3,332 28,900 SH   SOLE   28,900 0 0
VALE S A ADR 91912E105 15,403 1,201,500 SH   SOLE   1,201,500 0 0
VARIAN MED SYS INC COM 92220P105 341 3,000 SH   SOLE   3,000 0 0
VISA INC COM CL A 92826C839 13,139 99,200 SH   SOLE   99,200 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 19,150 825,413 SH   SOLE   825,413 0 0
VISHAY PRECISION GROUP INC COM 92835K103 2,089 54,750 SH   SOLE   54,750 0 0
VMWARE INC CL A COM 928563402 21,648 147,293 SH   SOLE   147,293 0 0
WATERS CORP COM 941848103 14,500 74,900 SH   SOLE   74,900 0 0
WESTERN DIGITAL CORP COM 958102105 573 7,400 SH   SOLE   7,400 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 21,691 415,703 SH   SOLE   415,703 0 0
YUM CHINA HLDGS INC COM 98850P109 415 10,800 SH   SOLE   10,800 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 4,128 206,400 SH   SOLE   206,400 0 0