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
AETNA INC NEW COM 00817Y108 4,770 31,420 SH   SOLE 0 0 31,420
AKAMAI TECHNOLOGIES INC COM 00971T101 5,110 102,594 SH   SOLE 0 0 102,594
AMERICAN INTL GROUP INC COM NEW 026874784 4,978 79,627 SH   SOLE 0 0 79,627
ANNALY CAP MGMT INC COM 035710409 871 72,312 SH   SOLE 0 0 72,312
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 4,975 218,868 SH   SOLE 0 0 218,868
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 5,223 80,774 SH   SOLE 0 0 80,774
BAIDU INC SPON ADR REP A 056752108 7,245 40,505 SH   SOLE 0 0 40,505
BANK AMER CORP COM 060505104 7,835 322,945 SH   SOLE 0 0 322,945
CHECK POINT SOFTWARE TECH LT ORD M22465104 5,459 50,049 SH   SOLE 0 0 50,049
CHINA RAPID FIN LTD SPONSORED ADR 16953Q105 3,772 659,369 SH   SOLE 0 0 659,369
CHUBB LIMITED COM H1467J104 7,602 52,287 SH   SOLE 0 0 52,287
CITIGROUP INC COM NEW 172967424 8,829 132,015 SH   SOLE 0 0 132,015
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,953 91,966 SH   SOLE 0 0 91,966
EQUITY COMWLTH COM SH BEN INT 294628102 1,612 51,007 SH   SOLE 0 0 51,007
EXELON CORP COM 30161N101 2,282 63,275 SH   SOLE 0 0 63,275
EXPEDIA INC DEL COM NEW 30212P303 4,910 32,966 SH   SOLE 0 0 32,966
F5 NETWORKS INC COM 315616102 5,347 42,086 SH   SOLE 0 0 42,086
GENERAL MLS INC COM 370334104 6,793 122,622 SH   SOLE 0 0 122,622
JD COM INC SPON ADR CL A 47215P106 6,621 168,812 SH   SOLE 0 0 168,812
JOHNSON & JOHNSON COM 478160104 7,215 54,539 SH   SOLE 0 0 54,539
KRAFT HEINZ CO COM 500754106 6,060 70,756 SH   SOLE 0 0 70,756
LOCKHEED MARTIN CORP COM 539830109 6,011 21,654 SH   SOLE 0 0 21,654
MASTERCARD INCORPORATED CL A 57636Q104 6,214 51,165 SH   SOLE 0 0 51,165
MAZOR ROBOTICS LTD SPONSORED ADS 57886P103 5,873 169,835 SH   SOLE 0 0 169,835
MEDTRONIC PLC SHS G5960L103 4,339 48,892 SH   SOLE 0 0 48,892
MICRON TECHNOLOGY INC COM 595112103 6,471 216,725 SH   SOLE 0 0 216,725
NVIDIA CORP COM 67066G104 4,867 33,666 SH   SOLE 0 0 33,666
ORACLE CORP COM 68389X105 1,617 32,246 SH   SOLE 0 0 32,246
RAYTHEON CO COM NEW 755111507 5,285 32,732 SH   SOLE 0 0 32,732
REALTY INCOME CORP COM 756109104 1,835 33,256 SH   SOLE 0 0 33,256
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,296 45,280 SH   SOLE 0 0 45,280
RIO TINTO PLC SPONSORED ADR 767204100 2,231 52,732 SH   SOLE 0 0 52,732
SOUTHERN CO COM 842587107 2,102 43,895 SH   SOLE 0 0 43,895
STMICROELECTRONICS N V NY REGISTRY 861012102 5,554 386,238 SH   SOLE 0 0 386,238
TWILIO INC CL A 90138F102 6,439 221,210 SH   SOLE 0 0 221,210
UNDER ARMOUR INC CL A 904311107 3,079 141,493 SH   SOLE 0 0 141,493
UNDER ARMOUR INC CL C 904311206 992 49,225 SH   SOLE 0 0 49,225
UNILEVER PLC SPON ADR NEW 904767704 456 8,424 SH   SOLE 0 0 8,424
UNITED STATES STL CORP NEW COM 912909108 1,254 56,622 SH   SOLE 0 0 56,622
VENTAS INC COM 92276F100 2,275 32,746 SH   SOLE 0 0 32,746
VISA INC COM CL A 92826C839 6,891 73,479 SH   SOLE 0 0 73,479
WAL-MART STORES INC COM 931142103 6,734 88,986 SH   SOLE 0 0 88,986
YANDEX N V SHS CLASS A N97284108 3,295 125,555 SH   SOLE 0 0 125,555