The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 75,880 | 67,199 | SH | SOLE | 52,579 | 0 | 14,620 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 149,994 | 617,263 | SH | SOLE | 492,245 | 0 | 125,018 | ||
| BARRICK GOLD CORP | COM | 067901108 | 53,776 | 4,095,675 | SH | SOLE | 3,227,628 | 0 | 868,047 | ||
| BRF SA | SPONSORED ADR | 10552T107 | 3,718 | 794,552 | SH | SOLE | 241,083 | 0 | 553,469 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 48,038 | 522,731 | SH | SOLE | 412,299 | 0 | 110,432 | ||
| CISCO SYS INC | COM | 17275R102 | 147,111 | 3,418,824 | SH | SOLE | 2,694,709 | 0 | 724,115 | ||
| CNX RESOURCES CORPORATION | COM | 12653C108 | 85,459 | 4,806,507 | SH | SOLE | 3,850,582 | 0 | 955,925 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 82,965 | 690,289 | SH | SOLE | 549,275 | 0 | 141,014 | ||
| FACEBOOK INC | CL A | 30303M102 | 28,458 | 146,454 | SH | SOLE | 115,493 | 0 | 30,961 | ||
| FMC TECHNOLOGIES INC | COM | 30249U101 | 98,192 | 3,093,665 | SH | SOLE | 2,422,640 | 0 | 671,025 | ||
| GENERAL ELECTRIC CO | COM | 369604103 | 99,659 | 7,322,507 | SH | SOLE | 5,664,561 | 0 | 1,657,946 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 147,244 | 2,078,557 | SH | SOLE | 1,652,908 | 0 | 425,649 | ||
| ICICI BK LTD | ADR | 45104G104 | 137 | 17,167 | SH | SOLE | 17,167 | 0 | 0 | ||
| ITAU UNIBANCO HLDG SA | SPON ADR REP PFD | 465562106 | 555 | 53,534 | SH | SOLE | 53,534 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 87,810 | 2,254,443 | SH | SOLE | 1,782,620 | 0 | 471,823 | ||
| KB FINANCIAL GROUP INC | SPONSORED ADR | 48241A105 | 19,374 | 416,836 | SH | SOLE | 416,836 | 0 | 0 | ||
| KT CORP | SPONSORED ADR | 48268K101 | 152,260 | 11,465,423 | SH | SOLE | 9,125,453 | 0 | 2,339,970 | ||
| LINE CORP | SPONSORED ADR | 53567X101 | 15,088 | 367,390 | SH | SOLE | 367,390 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 132,341 | 1,342,069 | SH | SOLE | 1,058,720 | 0 | 283,349 | ||
| NETAPP INC | COM | 64110D104 | 79,731 | 1,015,299 | SH | SOLE | 806,067 | 0 | 209,232 | ||
| OFFICE DEPOT INC | COM | 676220106 | 3,581 | 1,404,314 | SH | SOLE | 1,404,314 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 81,259 | 1,844,291 | SH | SOLE | 1,377,066 | 0 | 467,225 | ||
| QUALCOMM | COM | 747525103 | 142,825 | 2,545,009 | SH | SOLE | 1,996,405 | 0 | 548,604 | ||
| RANGE RES CORP | COM | 75281A109 | 97,541 | 5,830,315 | SH | SOLE | 4,585,314 | 0 | 1,245,001 | ||
| CENTRAL FD CDA LTD | CL A | 153501101 | 18,008 | 1,437,236 | SH | SOLE | 1,437,236 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 33,653 | 927,081 | SH | SOLE | 726,778 | 0 | 200,303 | ||
| TAPESTRY INC | COM | 876030107 | 123,352 | 2,640,826 | SH | SOLE | 2,055,485 | 0 | 585,341 | ||
| TRIPADVISOR INC | COM | 896945201 | 45,762 | 821,450 | SH | SOLE | 657,983 | 0 | 163,467 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 49,446 | 2,199,592 | SH | SOLE | 1,763,648 | 0 | 435,944 | ||