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
WEATHERFORD INTL PLC ORD SHS G48833100 91,020 13,687,202 SH   SOLE   515,800 0 13,171,402
MICHAEL KORS HLDGS LTD SHS G60754101 50,658 1,329,252 SH   SOLE   77,952 0 1,251,300
RENAISSANCERE HOLDINGS LTD COM G7496G103 1,704 11,780 SH   SOLE   8,980 0 2,800
SIGNET JEWELERS LIMITED SHS G81276100 374 5,400 SH   SOLE   0 0 5,400
NXP SEMICONDUCTORS N V COM N6596X109 3,521 34,023 SH   SOLE   30,523 0 3,500
BROADCOM LTD SHS Y09827109 935 4,271 SH   SOLE   3,771 0 500
AFLAC INC COM 001055102 1,565 21,600 SH   SOLE   21,600 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,181 28,200 SH   SOLE   28,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,073 316,000 SH   SOLE   100,600 0 215,400
ALPHABET INC CAP STK CL A 02079K305 1,046 1,234 SH   SOLE   1,234 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,687 27,024 SH   SOLE   27,024 0 0
ANTHEM INC COM 036752103 3,374 20,400 SH   SOLE   20,400 0 0
APACHE CORP COM 037411105 3,573 69,529 SH   SOLE   69,529 0 0
BP PLC SPONSORED ADR 055622104 89,288 2,586,592 SH   SOLE   118,174 0 2,468,419
BAIDU INC SPON ADR REP A 056752108 101,545 588,600 SH   SOLE   73,400 0 515,200
BAKER HUGHES INC COM 057224107 425 7,100 SH   SOLE   7,100 0 0
BARCLAYS PLC ADR 06738E204 953 84,859 SH   SOLE   84,841 0 18
CIGNA CORPORATION COM 125509109 2,988 20,400 SH   SOLE   20,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 950 10,970 SH   SOLE   10,970 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 739 12,552 SH   SOLE   12,552 0 0
CITIGROUP INC COM NEW 172967424 5,964 99,702 SH   SOLE   99,702 0 0
COACH INC COM 189754104 1,802 43,591 SH   SOLE   43,591 0 0
COCA COLA CO COM 191216100 1,473 34,700 SH   SOLE   34,700 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 7,264 101,300 SH   SOLE   101,300 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,148 86,500 SH   SOLE   86,500 0 0
COMERICA INC COM 200340107 2,132 31,100 SH   SOLE   31,100 0 0
CONDUENT INC COM 206787103 4,183 249,300 SH   SOLE   249,300 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 844 56,844 SH   SOLE   36,775 0 20,069
DST SYS INC DEL COM 233326107 1,102 9,000 SH   SOLE   9,000 0 0
DANAHER CORP DEL COM 235851102 2,967 34,700 SH   SOLE   34,700 0 0
DOLLAR GEN CORP NEW COM 256677105 237 3,400 SH   SOLE   3,400 0 0
EOG RES INC COM 26875P101 917 9,400 SH   SOLE   9,400 0 0
ENTERGY CORP NEW COM 29364G103 2,476 32,600 SH   SOLE   32,600 0 0
EXXON MOBIL CORP COM 30231G102 1,895 23,100 SH   SOLE   23,100 0 0
FLOWSERVE CORP COM 34354P105 469 9,700 SH   SOLE   9,700 0 0
GILEAD SCIENCES INC COM 375558103 2,546 37,499 SH   SOLE   37,499 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 911 3,964 SH   SOLE   3,964 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,048 44,200 SH   SOLE   44,200 0 0
ICICI BK LTD ADR 45104G104 73,990 8,603,400 SH   SOLE   664,300 0 7,939,100
JPMORGAN CHASE & CO COM 46625H100 1,511 17,200 SH   SOLE   17,200 0 0
JOHNSON & JOHNSON COM 478160104 1,632 13,100 SH   SOLE   13,100 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 256 5,814 SH   SOLE   5,814 0 0
LANDSTAR SYS INC COM 515098101 1,002 11,700 SH   SOLE   11,700 0 0
LAS VEGAS SANDS CORP COM 517834107 1,227 21,500 SH   SOLE   21,500 0 0
MELCO CROWN ENTMT LTD ADR 585464100 43,681 2,356,021 SH   SOLE   378,021 0 1,978,000
METLIFE INC COM 59156R108 3,043 57,600 SH   SOLE   57,600 0 0
MICROSOFT CORP COM 594918104 1,989 30,200 SH   SOLE   30,200 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 3,120 282,900 SH   SOLE   282,900 0 0
MONDELEZ INTL INC CL A 609207105 763 17,700 SH   SOLE   17,700 0 0
ORACLE CORP COM 68389X105 1,499 33,600 SH   SOLE   33,600 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 9,548 1,035,608 SH   SOLE   869,568 0 166,040
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 38,822 4,006,300 SH   SOLE   132,100 0 3,874,200
PIONEER NAT RES CO COM 723787107 930 5,000 SH   SOLE   5,000 0 0
PROCTER AND GAMBLE CO COM 742718109 1,456 16,200 SH   SOLE   16,200 0 0
RALPH LAUREN CORP CL A 751212101 2,783 34,100 SH   SOLE   34,100 0 0
REALOGY HLDGS CORP COM 75605Y106 834 28,000 SH   SOLE   28,000 0 0
SASOL LTD SPONSORED ADR 803866300 2,805 95,400 SH   SOLE   95,400 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 55,464 1,186,392 SH   SOLE   232,853 0 953,539
STATE STR CORP COM 857477103 1,489 18,700 SH   SOLE   18,700 0 0
SYNTEL INC COM 87162H103 4,216 250,500 SH   SOLE   250,500 0 0
TERADATA CORP DEL COM 88076W103 1,033 33,200 SH   SOLE   33,200 0 0
US BANCORP DEL COM NEW 902973304 931 18,100 SH   SOLE   18,100 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,145 10,200 SH   SOLE   10,200 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 937 19,200 SH   SOLE   19,200 0 0
WELLS FARGO & CO NEW COM 949746101 2,405 43,200 SH   SOLE   43,200 0 0
YUM CHINA HLDGS INC COM 98850P109 1,316 48,457 SH   SOLE   43,257 0 5,200