The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 84,115 | 496,400 | SH | SOLE | 496,400 | 0 | 0 | ||
INFOSYS LTD | SPONSORED ADR | 456788108 | 64,764 | 6,052,700 | SH | SOLE | 6,052,700 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 63,658 | 1,625,180 | SH | SOLE | 1,625,180 | 0 | 0 | ||
AUTOHOME INC | SP ADR RP CL A | 05278C107 | 28,785 | 336,200 | SH | SOLE | 336,200 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 22,284 | 166,350 | SH | SOLE | 166,350 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 20,313 | 10,727 | SH | SOLE | 10,727 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 19,575 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A SPL | 20030N101 | 17,035 | 402,919 | SH | SOLE | 402,919 | 0 | 0 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 16,969 | 212,300 | SH | SOLE | 212,300 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 16,401 | 33,900 | SH | SOLE | 33,900 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 16,192 | 93,297 | SH | SOLE | 93,297 | 0 | 0 | ||
CDW CORP | COM | 12514G108 | 16,107 | 145,111 | SH | SOLE | 145,111 | 0 | 0 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 15,986 | 126,200 | SH | SOLE | 126,200 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 15,950 | 55,409 | SH | SOLE | 55,409 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 15,763 | 79,643 | SH | SOLE | 79,643 | 0 | 0 | ||
AFLAC INC | COM | 001055102 | 15,703 | 286,500 | SH | SOLE | 286,500 | 0 | 0 | ||
CBRE GROUP INC | CL A | 12504L109 | 15,636 | 304,800 | SH | SOLE | 304,800 | 0 | 0 | ||
COPART INC | COM | 217204106 | 13,868 | 185,544 | SH | SOLE | 185,544 | 0 | 0 | ||
HCA HOLDINGS INC | COM | 40412C101 | 13,652 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
MOMO INC | ADR | 60879B107 | 13,378 | 373,700 | SH | SOLE | 373,700 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 13,133 | 161,000 | SH | SOLE | 161,000 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 13,051 | 62,300 | SH | SOLE | 62,300 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 12,980 | 49,995 | SH | SOLE | 49,995 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 12,072 | 10,980 | SH | SOLE | 10,980 | 0 | 0 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 11,474 | 68,200 | SH | SOLE | 68,200 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 11,378 | 197,500 | SH | SOLE | 197,500 | 0 | 0 | ||
UNITEDHEALTH GPOUP INC | COM | 91324P102 | 11,141 | 45,657 | SH | SOLE | 45,657 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 11,134 | 90,200 | SH | SOLE | 90,200 | 0 | 0 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 10,822 | 123,550 | SH | SOLE | 123,550 | 0 | 0 | ||
DISCOVERY INC | COM SER A | 25470F104 | 10,413 | 339,200 | SH | SOLE | 339,200 | 0 | 0 | ||
AMETEK INC NEW | COM | 031100100 | 10,356 | 114,000 | SH | SOLE | 114,000 | 0 | 0 | ||
BIOGEN IDEC INC | COM | 09062X103 | 9,144 | 39,100 | SH | SOLE | 39,100 | 0 | 0 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 9,129 | 69,700 | SH | SOLE | 69,700 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 8,976 | 69,750 | SH | SOLE | 69,750 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 8,872 | 162,100 | SH | SOLE | 162,100 | 0 | 0 | ||
WORLDPAY INC | CL A | 981558109 | 8,750 | 71,400 | SH | SOLE | 71,400 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 8,706 | 30,850 | SH | SOLE | 30,850 | 0 | 0 | ||
EMCOR GROUP INC | COM | 29084Q100 | 8,696 | 98,708 | SH | SOLE | 98,708 | 0 | 0 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 8,294 | 140,100 | SH | SOLE | 140,100 | 0 | 0 | ||
PAYCOM SOFTWARE INC | COM | 70432V102 | 8,185 | 36,100 | SH | SOLE | 36,100 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 8,104 | 47,300 | SH | SOLE | 47,300 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 7,720 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 7,649 | 7,064 | SH | SOLE | 7,064 | 0 | 0 | ||
ESSENT GROUP LTD | COM | G3198U102 | 7,466 | 158,877 | SH | SOLE | 158,877 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 7,055 | 50,651 | SH | SOLE | 50,651 | 0 | 0 | ||
JP MORGAN CHASE & CO | COM | 46625H100 | 6,789 | 60,722 | SH | SOLE | 60,722 | 0 | 0 | ||
AARONS INC | COM PAR $0.50 | 002535300 | 6,314 | 102,819 | SH | SOLE | 102,819 | 0 | 0 | ||
SNAP ON INC | COM | 833034101 | 6,212 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
NICE LTD | SPONSORED ADR | 653656108 | 6,028 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 5,902 | 44,500 | SH | SOLE | 44,500 | 0 | 0 | ||
OSHKOSH CORP | COM | 688239201 | 5,758 | 68,968 | SH | SOLE | 68,968 | 0 | 0 | ||
GARMIN LTD | SHS | H2906T109 | 5,107 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
OLD DOMINION FGHT LINES INC | COM | 679580100 | 5,030 | 33,700 | SH | SOLE | 33,700 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 4,858 | 199,500 | SH | SOLE | 199,500 | 0 | 0 | ||
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 4,585 | 54,360 | SH | SOLE | 54,360 | 0 | 0 | ||
MGIC INVT CORP WIS | COM | 552848103 | 4,522 | 344,135 | SH | SOLE | 344,135 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 4,520 | 86,200 | SH | SOLE | 86,200 | 0 | 0 | ||
PROPETRO HLDG CORP | COM | 74347M108 | 4,213 | 203,508 | SH | SOLE | 203,508 | 0 | 0 | ||
CARLISE COS INC | COM | 142339100 | 4,086 | 29,100 | SH | SOLE | 29,100 | 0 | 0 | ||
ROPER INDS INC NEW | COM | 776696106 | 4,057 | 11,078 | SH | SOLE | 11,078 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 3,923 | 50,700 | SH | SOLE | 50,700 | 0 | 0 | ||
VMWARE INC | CL A COM | 928563402 | 3,879 | 23,200 | SH | SOLE | 23,200 | 0 | 0 | ||
PACCAR INC | COM | 693718108 | 3,870 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
PRA HEALTH SCIENCES INC | COM | 69354M108 | 3,861 | 38,940 | SH | SOLE | 38,940 | 0 | 0 | ||
DISCOVER FINL SVCS | COM | 254709108 | 3,763 | 48,500 | SH | SOLE | 48,500 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 3,741 | 1,110 | SH | SOLE | 1,110 | 0 | 0 | ||
NORFOLK SOUTHERN CORP | COM | 655844108 | 3,727 | 18,700 | SH | SOLE | 18,700 | 0 | 0 | ||
TD AMERITRADE HLDG CORP | COM | 87236Y108 | 3,659 | 73,300 | SH | SOLE | 73,300 | 0 | 0 | ||
FOX FACTORY HLDG CORP | COM | 35138V102 | 3,521 | 42,674 | SH | SOLE | 42,674 | 0 | 0 | ||
CELGEN CORP | COM | 151020104 | 3,513 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
CRANE CO | COM | 224399105 | 3,421 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
LANDSTAR SYS INC | COM | 515098101 | 3,335 | 30,885 | SH | SOLE | 30,885 | 0 | 0 | ||
GENTEX CORP | COM | 371901109 | 3,298 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 3,214 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
NMI HLDGS INC | CL A | 629209305 | 3,032 | 106,783 | SH | SOLE | 106,783 | 0 | 0 | ||
INSTALLED BLDG PRODS INC | COM | 45780R101 | 3,015 | 50,912 | SH | SOLE | 50,912 | 0 | 0 | ||
CAPITAL ONE FINL CORP | COM | 14040H105 | 2,523 | 27,800 | SH | SOLE | 27,800 | 0 | 0 | ||
CINTAS CORP | COM | 172908105 | 2,458 | 10,359 | SH | SOLE | 10,359 | 0 | 0 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 2,218 | 24,700 | SH | SOLE | 24,700 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 2,047 | 5,900 | SH | SOLE | 5,900 | 0 | 0 | ||
RADIAN GROUP INC | COM | 750236101 | 1,981 | 86,677 | SH | SOLE | 86,677 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 1,716 | 32,000 | SH | SOLE | 32,000 | 0 | 0 |