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 5,624 31,175 SH   SOLE 0 0 31,175
AMERICAN INTL GROUP INC COM NEW 026874784 4,438 74,496 SH   SOLE 0 0 74,496
APPIAN CORP CL A 03782L101 4,306 136,795 SH   SOLE 0 0 136,795
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 5,351 165,625 SH   SOLE 0 0 165,625
BAIDU INC SPON ADR REP A 056752108 10,545 45,022 SH   SOLE 0 0 45,022
BANK AMER CORP COM 060505104 8,753 296,494 SH   SOLE 0 0 296,494
CHINA RAPID FIN LTD SPONSORED ADR 16953Q105 8,753 5,179 SH   SOLE 0 0 5,179
CHUBB LIMITED COM H1467J104 7,432 50,857 SH   SOLE 0 0 50,857
CISCO SYS INC COM 17275R102 8,285 216,308 SH   SOLE 0 0 216,308
CITIGROUP INC COM NEW 172967424 7,487 100,613 SH   SOLE 0 0 100,613
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3,861 87,541 SH   SOLE 0 0 87,541
DUKE ENERGY CORP NEW COM NEW 26441C204 1,782 21,185 SH   SOLE 0 0 21,185
EXELON CORP COM 30161N101 1,789 45,407 SH   SOLE 0 0 45,407
GENERAL MLS INC COM 370334104 7,486 126,255 SH   SOLE 0 0 126,255
JD COM INC SPON ADR CL A 47215P106 9,395 226,830 SH   SOLE 0 0 226,830
JOHNSON & JOHNSON COM 478160104 6,844 48,984 SH   SOLE 0 0 48,984
KRAFT HEINZ CO COM 500754106 6,181 79,488 SH   SOLE 0 0 79,488
LOCKHEED MARTIN CORP COM 539830109 4,739 14,759 SH   SOLE 0 0 14,759
MASTERCARD INCORPORATED CL A 57636Q104 6,728 44,452 SH   SOLE 0 0 44,452
MAZOR ROBOTICS LTD SPONSORED ADS 57886P103 6,300 122,084 SH   SOLE 0 0 122,084
MEDTRONIC PLC SHS G5960L103 2,688 33,283 SH   SOLE 0 0 33,283
MICRON TECHNOLOGY INC COM 595112103 5,062 123,104 SH   SOLE 0 0 123,104
NVIDIA CORP COM 67066G104 4,996 25,819 SH   SOLE 0 0 25,819
ORACLE CORP COM 68389X105 2,810 59,434 SH   SOLE 0 0 59,434
RAYTHEON CO COM NEW 755111507 4,585 24,405 SH   SOLE 0 0 24,405
REALTY INCOME CORP COM 756109104 1,400 24,549 SH   SOLE 0 0 24,549
RENAISSANCERE HOLDINGS LTD COM G7496G103 7,525 59,919 SH   SOLE 0 0 59,919
RIO TINTO PLC SPONSORED ADR 767204100 2,317 43,772 SH   SOLE 0 0 43,772
SOUTHERN CO COM 842587107 1,769 36,788 SH   SOLE 0 0 36,788
STMICROELECTRONICS N V NY REGISTRY 861012102 5,936 271,789 SH   SOLE 0 0 271,789
UNDER ARMOUR INC CL A 904311107 3,601 249,580 SH   SOLE 0 0 249,580
UNDER ARMOUR INC CL C 904311206 577 43,339 SH   SOLE 0 0 43,339
UNITED STATES STL CORP NEW COM 912909108 1,658 47,121 SH   SOLE 0 0 47,121
VALIDUS HOLDINGS LTD COM SHS G9319H102 7,339 156,406 SH   SOLE 0 0 156,406
VENTAS INC COM 92276F100 1,558 25,961 SH   SOLE 0 0 25,961
VISA INC COM CL A 92826C839 7,996 70,125 SH   SOLE 0 0 70,125
WAL-MART STORES INC COM 931142103 9,476 95,960 SH   SOLE 0 0 95,960