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
21VIANET GROUP INC SPONSORED ADS A 90138A103 964 121,433 SH   SOLE   121,433 0 0
51JOB INC SPONSORED ADS 316827104 9,888 126,960 SH   SOLE   126,960 0 0
ACUSHNET HOLDINGS CORP COM 005098108 8,988 388,434 SH   SOLE   388,434 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 10,493 130,537 SH   SOLE   130,537 0 0
ANALOG DEVICES INC COM 032654105 242 2,300 SH   SOLE   2,300 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 1,045 287,075 SH   SOLE   287,075 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 12,562 119,502 SH   SOLE   119,502 0 0
AVX CORP NEW COM 002444107 8,923 514,610 SH   SOLE   514,610 0 0
BHP GROUP LTD SPONSORED ADS 088606108 9,425 172,400 SH   SOLE   172,400 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 222 4,600 SH   SOLE   4,600 0 0
BOEING CO COM 097023105 399 1,047 SH   SOLE   1,047 0 0
BRUKER CORP COM 116794108 7,903 205,588 SH   SOLE   205,588 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 817 7,300 SH   SOLE   7,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,972 157,012 SH   SOLE   157,012 0 0
CALLAWAY GOLF CO COM 131193104 215 13,525 SH   SOLE   13,525 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 3,202 187,271 SH   SOLE   187,271 0 0
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944W104 2,111 311,801 SH   SOLE   311,801 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 4,979 97,651 SH   SOLE   97,651 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 7,029 88,419 SH   SOLE   88,419 0 0
CHINA TELECOM CORP LTD SPON ADR H SHS 169426103 595 10,618 SH   SOLE   10,618 0 0
CHINA UNICOM (HONG KONG) LTD SPONSORED ADR 16945R104 301 23,500 SH   SOLE   23,500 0 0
CHINA YUCHAI INTL LTD COM G21082105 5,162 325,655 SH   SOLE   325,655 0 0
COLFAX CORP COM 194014106 6,092 205,253 SH   SOLE   205,253 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 6,047 183,074 SH   SOLE   183,074 0 0
DR REDDYS LABS LTD ADR 256135203 913 22,537 SH   SOLE   22,537 0 0
EBIX INC COM NEW 278715206 2,009 40,688 SH   SOLE   40,688 0 0
FANHUA INC SPONSORED ADR 30712A103 352 13,391 SH   SOLE   13,391 0 0
FLEX LTD ORD Y2573F102 4,867 486,700 SH   SOLE   486,700 0 0
FORTINET INC COM 34959E109 7,860 93,601 SH   SOLE   93,601 0 0
GENPACT LIMITED SHS G3922B107 960 27,300 SH   SOLE   27,300 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 603 5,200 SH   SOLE   5,200 0 0
HP INC COM 40434L105 7,972 410,274 SH   SOLE   410,274 0 0
ISHARES TR NEW ZEALAND ETF 464289123 5,213 99,700 SH   SOLE   99,700 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 2,346 130,329 SH   SOLE   130,329 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 384 4,400 SH   SOLE   4,400 0 0
KLA-TENCOR CORP COM 482480100 742 6,218 SH   SOLE   6,218 0 0
KNOWLES CORP COM 49926D109 2,449 138,908 SH   SOLE   138,908 0 0
KT CORP SPONSORED ADR 48268K101 15,008 1,206,457 SH   SOLE   1,206,457 0 0
LAS VEGAS SANDS CORP COM 517834107 2,865 47,000 SH   SOLE   47,000 0 0
LAUDER ESTEE COS INC CL A 518439104 13,128 79,300 SH   SOLE   79,300 0 0
LEXINFINTECH HLDGS LTD ADR 528877103 1,697 161,600 SH   SOLE   161,600 0 0
MERCER INTL INC COM 588056101 5,471 404,966 SH   SOLE   404,966 0 0
MERCK & CO INC COM 58933Y105 12,424 149,384 SH   SOLE   149,384 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 2,262 3,129 SH   SOLE   3,129 0 0
MICROSOFT CORP COM 594918104 11,251 95,400 SH   SOLE   95,400 0 0
MONOTYPE IMAGING HOLDINGS IN COM 61022P100 708 35,600 SH   SOLE   35,600 0 0
MORPHOSYS AG SPONSORED ADS 617760202 721 31,714 SH   SOLE   31,714 0 0
NETAPP INC COM 64110D104 361 5,200 SH   SOLE   5,200 0 0
NETEASE INC SPONSORED ADR 64110W102 13,545 56,100 SH   SOLE   56,100 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 7,667 85,100 SH   SOLE   85,100 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 2,255 46,531 SH   SOLE   46,531 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 459 9,600 SH   SOLE   9,600 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 492 62,400 SH   SOLE   62,400 0 0
PENTAIR PLC SHS G7S00T104 574 12,897 SH   SOLE   12,897 0 0
PERKINELMER INC COM 714046109 13,625 141,400 SH   SOLE   141,400 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 3,390 51,818 SH   SOLE   51,818 0 0
PPDAI GROUP INC SPONSORED ADR 69354V108 197 52,100 SH   SOLE   52,100 0 0
RADWARE LTD ORD M81873107 2,046 78,282 SH   SOLE   78,282 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 9,187 143,660 SH   SOLE   143,660 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 750 18,928 SH   SOLE   18,928 0 0
SINOPEC SHANGHAI PETROCHEMIC SPON ADR H 82935M109 2,076 43,490 SH   SOLE   43,490 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 10,389 424,227 SH   SOLE   424,227 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 7,566 509,501 SH   SOLE   509,501 0 0
TARENA INTL INC SPONSORED ADS 876108101 1,204 221,699 SH   SOLE   221,699 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,927 43,575 SH   SOLE   43,575 0 0
TUPPERWARE BRANDS CORP COM 899896104 234 9,166 SH   SOLE   9,166 0 0
UNILEVER PLC SPON ADR NEW 904767704 583 10,095 SH   SOLE   10,095 0 0
USANA HEALTH SCIENCES INC COM 90328M107 453 5,400 SH   SOLE   5,400 0 0
VISA INC COM CL A 92826C839 9,252 59,236 SH   SOLE   59,236 0 0
WATERS CORP COM 941848103 7,997 31,772 SH   SOLE   31,772 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 4,073 1,023,360 SH   SOLE   1,023,360 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 13,628 255,836 SH   SOLE   255,836 0 0
XILINX INC COM 983919101 11,671 92,051 SH   SOLE   92,051 0 0
XINYUAN REAL ESTATE CO LTD SPONS ADR 98417P105 220 45,275 SH   SOLE   45,275 0 0
YUM CHINA HLDGS INC COM 98850P109 815 18,140 SH   SOLE   18,140 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 812 44,416 SH   SOLE   44,416 0 0