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 |
|
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 | 113,532 | 678,900 | SH | SOLE | 678,900 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 105,076 | 2,260,680 | SH | SOLE | 2,260,680 | 0 | 0 | ||
INFOSYS LTD | SPONSORED ADR | 456788108 | 85,713 | 7,538,500 | SH | SOLE | 7,538,500 | 0 | 0 | ||
NETEASE INC | SPONSORED ADR | 64110W102 | 65,560 | 246,300 | SH | SOLE | 246,300 | 0 | 0 | ||
AUTOHOME INC | SP ADR RP CL A | 05278C107 | 30,758 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 27,902 | 3,128,000 | SH | SOLE | 3,128,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 27,801 | 985,500 | SH | SOLE | 985,500 | 0 | 0 | ||
QUDIAN INC | ADR | 747798106 | 24,541 | 3,561,832 | SH | SOLE | 3,561,832 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 23,267 | 167,350 | SH | SOLE | 167,350 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 20,510 | 16,796 | SH | SOLE | 16,796 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 19,383 | 86,543 | SH | SOLE | 86,543 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 17,842 | 65,700 | SH | SOLE | 65,700 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 16,451 | 9,477 | SH | SOLE | 9,477 | 0 | 0 | ||
COMCAST CORP NEW | CL A SPL | 20030N101 | 16,225 | 359,919 | SH | SOLE | 359,919 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 15,985 | 30,700 | SH | SOLE | 30,700 | 0 | 0 | ||
MOMO INC | ADR | 60879B107 | 15,347 | 495,400 | SH | SOLE | 495,400 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 14,500 | 84,297 | SH | SOLE | 84,297 | 0 | 0 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 14,353 | 185,800 | SH | SOLE | 185,800 | 0 | 0 | ||
CBRE GROUP INC | CL A | 12504L109 | 13,931 | 262,800 | SH | SOLE | 262,800 | 0 | 0 | ||
AFLAC INC | COM | 001055102 | 13,891 | 265,500 | SH | SOLE | 265,500 | 0 | 0 | ||
CDW CORP | COM | 12514G108 | 13,817 | 112,111 | SH | SOLE | 112,111 | 0 | 0 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 13,393 | 108,700 | SH | SOLE | 108,700 | 0 | 0 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 12,122 | 106,100 | SH | SOLE | 106,100 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 11,897 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 11,722 | 56,800 | SH | SOLE | 56,800 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 11,590 | 41,981 | SH | SOLE | 41,981 | 0 | 0 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 11,104 | 189,000 | SH | SOLE | 189,000 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 10,553 | 9,730 | SH | SOLE | 9,730 | 0 | 0 | ||
ALLSTATE CORP | COM | 020002101 | 10,433 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
ISHARES TR | MSCI INDIA ETF | 46429B598 | 9,890 | 294,600 | SH | SOLE | 294,600 | 0 | 0 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 9,723 | 108,550 | SH | SOLE | 108,550 | 0 | 0 | ||
COPART INC | COM | 217204106 | 9,434 | 117,444 | SH | SOLE | 117,444 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 9,309 | 78,700 | SH | SOLE | 78,700 | 0 | 0 | ||
AMETEK INC NEW | COM | 031100100 | 9,090 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 8,722 | 106,500 | SH | SOLE | 106,500 | 0 | 0 | ||
HCA HOLDINGS INC | COM | 40412C101 | 8,670 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
CARLISE COS INC | COM | 142339100 | 8,456 | 58,100 | SH | SOLE | 58,100 | 0 | 0 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 8,442 | 57,700 | SH | SOLE | 57,700 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 8,158 | 34,145 | SH | SOLE | 34,145 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 8,067 | 2,170 | SH | SOLE | 2,170 | 0 | 0 | ||
DISCOVERY INC | COM SER A | 25470F104 | 7,941 | 298,200 | SH | SOLE | 298,200 | 0 | 0 | ||
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 7,739 | 75,627 | SH | SOLE | 75,627 | 0 | 0 | ||
BIOGEN IDEC INC | COM | 09062X103 | 7,730 | 33,200 | SH | SOLE | 33,200 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 7,707 | 56,150 | SH | SOLE | 56,150 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 7,595 | 57,206 | SH | SOLE | 57,206 | 0 | 0 | ||
EMCOR GROUP INC | COM | 29084Q100 | 7,553 | 87,708 | SH | SOLE | 87,708 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 6,807 | 28,350 | SH | SOLE | 28,350 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 6,603 | 43,500 | SH | SOLE | 43,500 | 0 | 0 | ||
UNITEDHEALTH GPOUP INC | COM | 91324P102 | 6,445 | 29,657 | SH | SOLE | 29,657 | 0 | 0 | ||
ESSENT GROUP LTD | COM | G3198U102 | 6,334 | 132,877 | SH | SOLE | 132,877 | 0 | 0 | ||
PAYCOM SOFTWARE INC | COM | 70432V102 | 6,306 | 30,100 | SH | SOLE | 30,100 | 0 | 0 | ||
NICE LTD | SPONSORED ADR | 653656108 | 6,198 | 43,100 | SH | SOLE | 43,100 | 0 | 0 | ||
JP MORGAN CHASE & CO | COM | 46625H100 | 6,087 | 51,722 | SH | SOLE | 51,722 | 0 | 0 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 5,945 | 60,700 | SH | SOLE | 60,700 | 0 | 0 | ||
AARONS INC | COM PAR $0.50 | 002535300 | 5,784 | 90,011 | SH | SOLE | 90,011 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 5,777 | 44,651 | SH | SOLE | 44,651 | 0 | 0 | ||
GARMIN LTD | SHS | H2906T109 | 5,420 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
GENERAC HLDGS INC | COM | 368736104 | 5,329 | 68,019 | SH | SOLE | 68,019 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 4,976 | 173,500 | SH | SOLE | 173,500 | 0 | 0 | ||
OLD DOMINION FGHT LINES INC | COM | 679580100 | 4,453 | 26,200 | SH | SOLE | 26,200 | 0 | 0 | ||
RADIAN GROUP INC | COM | 750236101 | 4,355 | 190,677 | SH | SOLE | 190,677 | 0 | 0 | ||
OSHKOSH CORP | COM | 688239201 | 4,091 | 53,968 | SH | SOLE | 53,968 | 0 | 0 | ||
ROPER INDS INC NEW | COM | 776696106 | 3,950 | 11,078 | SH | SOLE | 11,078 | 0 | 0 | ||
DISCOVER FINL SVCS | COM | 254709108 | 3,933 | 48,500 | SH | SOLE | 48,500 | 0 | 0 | ||
PACCAR INC | COM | 693718108 | 3,781 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
CELGEN CORP | COM | 151020104 | 3,773 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
FUNKO INC | COM CL A | 361008105 | 3,729 | 181,222 | SH | SOLE | 181,222 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 3,632 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 3,384 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
SNAP ON INC | COM | 833034101 | 3,162 | 20,200 | SH | SOLE | 20,200 | 0 | 0 | ||
ATKORE INTL GROUP INC | COM | 047649108 | 3,104 | 102,266 | SH | SOLE | 102,266 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 2,981 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
GENTEX CORP | COM | 371901109 | 2,877 | 104,500 | SH | SOLE | 104,500 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 2,821 | 65,200 | SH | SOLE | 65,200 | 0 | 0 | ||
HUBBELL INC | COM | 443510607 | 2,812 | 21,400 | SH | SOLE | 21,400 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 2,798 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | ||
CRANE CO | COM | 224399105 | 2,580 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 2,402 | 24,700 | SH | SOLE | 24,700 | 0 | 0 | ||
FERERAL SIGNAL CORP | COM | 313855108 | 2,354 | 71,909 | SH | SOLE | 71,909 | 0 | 0 | ||
INSTALLED BLDG PRODS INC | COM | 45780R101 | 2,337 | 40,751 | SH | SOLE | 40,751 | 0 | 0 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 2,289 | 11,900 | SH | SOLE | 11,900 | 0 | 0 | ||
NMI HLDGS INC | CL A | 629209305 | 2,213 | 84,283 | SH | SOLE | 84,283 | 0 | 0 | ||
FOX FACTORY HLDG CORP | COM | 35138V102 | 2,132 | 34,249 | SH | SOLE | 34,249 | 0 | 0 | ||
MGIC INVT CORP WIS | COM | 552848103 | 2,109 | 167,635 | SH | SOLE | 167,635 | 0 | 0 | ||
CAPITAL ONE FINL CORP | COM | 14040H105 | 1,983 | 21,800 | SH | SOLE | 21,800 | 0 | 0 |