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
3M CO Com 88579Y101 628 3,280 SH   SOLE 0 406 0 2,874
ABBVIE Com 00287Y109 931 14,298 SH   SOLE 0 13,608 0 690
ACCENTURE LTD BERMUDA Com G1151C101 2,937 24,500 SH   SOLE 0 0 0 24,500
ADIDAS AG SPON ADR Com 00687A107 3,474 36,500 SH   SOLE 0 0 0 36,500
AERCAP HOLDINGS NV Com N00985106 20,036 435,831 SH   SOLE 0 144,831 0 291,000
ALIBABA GROUP HOLDING Com 01609W102 5,777 53,581 SH   SOLE 0 17,581 0 36,000
ALLERGAN, INC Com G0177J108 26,812 112,223 SH   SOLE 0 16,223 0 96,000
ALLIANZ AKTIENGESELLSCHAF ADR Com 018805101 1,479 79,788 SH   SOLE 0 65,589 0 14,199
ALPHABET INC Com 02079K305 31,556 37,221 SH   SOLE 0 6,201 0 31,020
ALTRIA GROUP INC COM Com 02209S103 33,026 462,415 SH   SOLE 0 92,726 0 369,689
AMDOCS LTD Com G02602103 18,556 304,260 SH   SOLE 0 101,160 0 203,100
AMERICAN INTL GROUP INC Com 026874784 44,367 710,667 SH   SOLE 0 89,211 0 621,456
AMERIPRISE FINANCIAL INC Com 03076C106 38,633 297,914 SH   SOLE 0 50,757 0 247,157
AMGEN INC Com 031162100 28,673 174,762 SH   SOLE 0 28,247 0 146,515
ANTHEM, INC Com 036752103 25,367 153,385 SH   SOLE 0 25,214 0 128,171
AON CORP. Com G0408V102 57,450 484,037 SH   SOLE 0 115,854 0 368,183
APPLE COMPUTER INC Com 037833100 41,324 287,649 SH   SOLE 0 47,683 0 239,966
APPLIED MATERIALS Com 038222105 17,415 447,679 SH   SOLE 0 16,279 0 431,400
ASHLAND GLOBAL HOLDINGS INC Com 044209104 323 2,606 SH   SOLE 0 2,606 0 0
ASHTEAD GROUP PLC UNSP Com 045055100 8,425 100,403 SH   SOLE 0 33,403 0 67,000
ASSURANT INC Com 04621X108 14,885 155,585 SH   SOLE 0 5,485 0 150,100
ASTELLAS PHARMA INC Com 04623U102 10,731 814,454 SH   SOLE 0 264,454 0 550,000
ASTRAZENECA PLC-SPONS ADR Com 046353108 7,838 251,709 SH   SOLE 0 96,709 0 155,000
AT&T INC COM Com 00206R102 9,489 228,369 SH   SOLE 0 58,720 0 169,649
AUTOZONE INC Com 053332102 312 432 SH   SOLE 0 432 0 0
AXA- SPONS ADR Com 054536107 12,603 490,163 SH   SOLE 0 191,124 0 299,039
BAIDU INC Com 056752108 5,366 31,108 SH   SOLE 0 10,308 0 20,800
BANCO BRADESCO-ADR Com 059460303 3,052 298,000 SH   SOLE 0 0 0 298,000
BANCO DO BRASIL SA SPNS Com 059578104 3,493 324,300 SH   SOLE 0 0 0 324,300
BANCO SANTANDER CHILE NEW Com 05965X109 18,145 723,515 SH   SOLE 0 237,115 0 486,400
BANCO SANTANDER SA ADS Com 05964H105 15,142 2,467,646 SH   SOLE 0 814,646 0 1,653,000
BANK NOVA SCOTIA HALIFAX Com 064149107 20,368 346,932 SH   SOLE 0 126,820 0 220,112
BANK OF MONTREAL Com 063671101 24,115 322,439 SH   SOLE 0 108,439 0 214,000
BEST BUY INC COM Com 086516101 16,692 339,608 SH   SOLE 0 14,238 0 325,370
BLACKROCK INC Com 09247X101 25,974 67,727 SH   SOLE 0 11,793 0 55,934
BNP PARIBAS PA ADR Com 05565A202 18,081 543,266 SH   SOLE 0 179,266 0 364,000
BRIDGESTONE CORPORATION Com 108441205 3,215 158,560 SH   SOLE 0 0 0 158,560
BRITISH AMERN TOB PLC ADR Com 110448107 18,292 275,819 SH   SOLE 0 59,819 0 216,000
BROADCOM LTD Com Y09827109 24,208 110,561 SH   SOLE 0 37,361 0 73,200
CA INC. Com 12673P105 2,023 63,791 SH   SOLE 0 52,179 0 11,612
CANADIAN NATL RY CO Com 136375102 20,029 275,330 SH   SOLE 0 93,030 0 182,300
CARDINAL HEALTH INC. Com 14149y108 503 6,171 SH   SOLE 0 0 0 6,171
CAREFOUR SA SPON ADR Com 144430204 2,804 594,100 SH   SOLE 0 0 0 594,100
CARNIVAL CORP-CL A Com 143658300 39,694 673,802 SH   SOLE 0 104,690 0 569,112
CARNIVAL PLC Com 14365C103 18,376 317,442 SH   SOLE 0 102,742 0 214,700
CBS CORPORATION Com 124857202 51,886 748,077 SH   SOLE 0 87,156 0 660,921
CELGENE CORP Com 151020104 17,130 137,665 SH   SOLE 0 23,562 0 114,103
CEMEX Com 151290889 13,978 1,541,131 SH   SOLE 0 517,131 0 1,024,000
CENTERPOINT ENERGY Com 15189T107 313 11,368 SH   SOLE 0 0 0 11,368
CERNER CORP Com 156782104 13,299 225,982 SH   SOLE 0 7,982 0 218,000
CHECK POINT SOFTWARE TECH Com M22465104 13,725 133,691 SH   SOLE 0 45,391 0 88,300
CHEVRON CORP NEW COM Com 166764100 1,595 14,848 SH   SOLE 0 10,659 0 4,189
CHINA OVERSEAS LAND & INVESTME Com 169403201 7,134 83,265 SH   SOLE 0 28,265 0 55,000
CISCO SYS INC COM Com 17275R102 50,971 1,508,014 SH   SOLE 0 281,005 0 1,227,009
CITIZENS FINANCIAL GROUP INC Com 174610105 47,111 1,363,547 SH   SOLE 0 225,930 0 1,137,617
COACH INC Com 189754104 1,622 39,229 SH   SOLE 0 31,870 0 7,359
CORNING INC Com 219350105 15,792 584,899 SH   SOLE 0 10,499 0 574,400
CREDICORP Com G2519Y108 2,907 17,800 SH   SOLE 0 0 0 17,800
CRH PLC ADR Com 12626K203 15,976 454,248 SH   SOLE 0 152,248 0 302,000
CRITEO SA ADS Com 226718104 6,314 126,311 SH   SOLE 0 42,311 0 84,000
CTRIP.COM INTL LTD ADS Com 22943F100 11,386 231,662 SH   SOLE 0 77,662 0 154,000
CVS CAREMARK CORPORATION COM Com 126650100 17,483 222,714 SH   SOLE 0 38,003 0 184,711
DBS GROUP HOLDINGS LTD Com 23304Y100 14,419 259,016 SH   SOLE 0 87,016 0 172,000
DELPHI AUTOMOTIVE PLC Com G27823106 51,760 643,067 SH   SOLE 0 149,511 0 493,556
DELTA AIRLINES Com 247361702 23,054 501,609 SH   SOLE 0 83,286 0 418,323
DISCOVER FINANCIAL SERVICES Com 254709108 32,725 478,514 SH   SOLE 0 79,658 0 398,856
DISCOVERY COMMUNICATIONS INC. Com 25470F302 14,962 528,518 SH   SOLE 0 18,518 0 510,000
DOMINION RES INC VA NEW COM Com 25746U109 526 6,778 SH   SOLE 0 200 0 6,578
DOW CHEMICAL CO Com 260543103 19,761 311,000 SH   SOLE 0 75,041 0 235,959
E ON SE SPONS ADR Com 268780103 5,731 717,299 SH   SOLE 0 236,299 0 481,000
EATON CORP PLC Com G29183103 1,986 26,791 SH   SOLE 0 22,053 0 4,738
EMERSON ELEC CO COM Com 291011104 1,700 28,395 SH   SOLE 0 20,803 0 7,592
ENERGY TRANSFER EQUITY LP Ltd Partn 29273V100 333 16,884 SH   SOLE 0 16,884 0 0
EXXON MOBIL Com 30231G102 930 11,342 SH   SOLE 0 6,674 0 4,668
F5 NETWORKS Com 315616102 58,039 407,090 SH   SOLE 0 54,222 0 352,868
FEDEX CORP Com 31428X106 17,672 90,557 SH   SOLE 0 15,047 0 75,510
FOOT LOCKER INC Com 344849104 43,567 582,371 SH   SOLE 0 70,378 0 511,993
FORTESCUE METAL GROUP Com 34959A206 2,931 306,900 SH   SOLE 0 0 0 306,900
FRESENIUS MEDICAL CARE AG & CO Com 358029106 344 8,163 SH   SOLE 0 8,163 0 0
FUJIFILM HOLDINGS CORP Com 35958N107 20,850 532,525 SH   SOLE 0 177,525 0 355,000
GARMIN LTD Com H2906T109 16,535 323,519 SH   SOLE 0 32,173 0 291,346
GENERAL ELECTRIC CO Com 369604103 1,739 58,337 SH   SOLE 0 56,237 0 2,100
GENERAL MILLS Com 370334104 1,799 30,481 SH   SOLE 0 6,260 0 24,221
GLAXOSMITHKLINE PLC Com 37733W105 910 21,602 SH   SOLE 0 21,602 0 0
GOLDMAN SACHS GROUP INC COM Com 38141G104 34,879 151,831 SH   SOLE 0 25,147 0 126,684
GRIFOLS, S.A. ADR Com 398438408 18,220 965,255 SH   SOLE 0 314,655 0 650,600
GRUPO FINANCIERO SANTANDER MEX Com 40053C105 15,741 1,743,217 SH   SOLE 0 577,017 0 1,166,200
HALLIBURTON CO Com 406216101 8,689 176,569 SH   SOLE 0 29,264 0 147,305
HCA HOLDINGS INC. Com 40412C101 33,086 371,793 SH   SOLE 0 62,865 0 308,928
HDFC BANK LTD Com 40415F101 21,536 286,306 SH   SOLE 0 96,306 0 190,000
HEWLETT PACKARD ENTERPRISE CO Com 42824C109 14,831 625,769 SH   SOLE 0 23,214 0 602,555
HOLLYSYS AUTOMATION, LTD Com G45667105 11,022 651,030 SH   SOLE 0 216,430 0 434,600
HOME DEPOT Com 437076102 60,014 408,730 SH   SOLE 0 54,784 0 353,946
HSBC HLDGS PLC ADR Com 404280406 1,135 27,808 SH   SOLE 0 22,691 0 5,117
ICON PLC - AMERICAN DEPOSITARY Com G4705A100 21,948 275,312 SH   SOLE 0 92,412 0 182,900
IHS MARKIT LTD Com G47567105 17,460 416,212 SH   SOLE 0 139,212 0 277,000
ILLINOIS TOOL WKS INC COM Com 452308109 43,004 324,633 SH   SOLE 0 53,315 0 271,318
ING GROUP N V Com 456837103 21,394 1,417,802 SH   SOLE 0 516,483 0 901,319
INGERSOLL RAND CO Com G47791101 15,661 192,587 SH   SOLE 0 6,787 0 185,800
INTEL CORP Com 458140100 44,487 1,233,341 SH   SOLE 0 240,837 0 992,504
INTUIT Com 461202103 14,659 126,383 SH   SOLE 0 4,583 0 121,800
INVESCO PLC Com G491BT108 21,090 688,524 SH   SOLE 0 167,454 0 521,070
IPG PHOTONICS Com 44980X109 22,973 190,333 SH   SOLE 0 31,520 0 158,813
ISHARES BARCLAYS TIPS BOND FUN ETF 464287176 401 3,496 SH   SOLE 0 3,496 0 0
ITAU UNIBANCO HOLDINGS SA Com 465562106 3,088 255,800 SH   SOLE 0 0 0 255,800
J P MORGAN CHASE & CO Com 46625H100 48,343 550,361 SH   SOLE 0 91,530 0 458,831
JAZZ PHARMACEUTICALS INC Com G50871105 986 6,794 SH   SOLE 0 2,108 0 4,686
JOHNSON & JOHNSON COM Com 478160104 799 6,418 SH   SOLE 0 3,505 0 2,913
JOHNSON CONTROLS INTERNATIONAL Com G51502105 15,500 368,004 SH   SOLE 0 13,807 0 354,197
KENTUCKY BANCSHARES INC Com 491203105 311 8,400 SH   SOLE 0 8,400 0 0
KUBOTA CORPORATION ADR Com 501173207 16,047 212,977 SH   SOLE 0 71,377 0 141,600
LAZARD LTD Com G54050102 14,500 315,285 SH   SOLE 0 100,185 0 215,100
LINCOLN NATIONAL CORP Com 534187109 29,298 447,652 SH   SOLE 0 74,195 0 373,457
LVMH Moet Hennessy Com 502441306 15,593 354,703 SH   SOLE 0 119,703 0 235,000
LYONDELLBASELL INDUSTRIES Com N53745100 18,602 203,991 SH   SOLE 0 61,221 0 142,770
MAGNA INTERNATIONAL INC Com 559222401 15,233 352,950 SH   SOLE 0 96,000 0 256,950
MAKITA CORP ADR Com 560877300 17,157 247,225 SH   SOLE 0 83,125 0 164,100
MARATHON OIL CORP COM Com 565849106 809 18,020 SH   SOLE 0 17,570 0 450
MARATHON PETROLEUM CORP Com 56585A102 25,667 507,854 SH   SOLE 0 74,871 0 432,983
MCDONALDS CORP Com 580135101 1,406 10,845 SH   SOLE 0 5,941 0 4,904
MICROSOFT CORP Com 594918104 1,023 15,536 SH   SOLE 0 9,603 0 5,933
MITSUBISHI UFJ FINL GROUP ADR Com 606822104 12,257 1,933,236 SH   SOLE 0 645,936 0 1,287,300
MOBILE TELESYSTEMS OJSC Com 607409109 18,832 1,707,318 SH   SOLE 0 573,318 0 1,134,000
NATIONAL GRID TRANSCO PLC ADR Com 636274300 1,573 24,778 SH   SOLE 0 19,861 0 4,917
NAVIENT CORPORATION Com 63938C108 12,677 858,906 SH   SOLE 0 31,616 0 827,290
NETAPP Com 64110D104 325 7,770 SH   SOLE 0 7,770 0 0
NETEASE INC. ADR Com 64110W102 22,204 78,182 SH   SOLE 0 22,282 0 55,900
NEW ORIENTAL EDUCATION ADR Com 647581107 20,527 339,962 SH   SOLE 0 114,962 0 225,000
NIPPON TELEG & TEL CORP Com 654624105 16,887 394,193 SH   SOLE 0 128,193 0 266,000
NISSAN MOTORS Com 654744408 13,161 683,334 SH   SOLE 0 180,944 0 502,390
NOAH HOLDINGS LTD ADS Com 65487X102 5,403 212,853 SH   SOLE 0 70,853 0 142,000
NOVO-NORDISK A S ADR Com 670100205 2,752 80,280 SH   SOLE 0 0 0 80,280
NTT DOCOMO, IN Com 62942M201 299 12,817 SH   SOLE 0 12,817 0 0
NVIDIA CORP Com 67066g104 25,113 230,545 SH   SOLE 0 37,910 0 192,635
NVR INC Com 62944T105 49,784 23,629 SH   SOLE 0 3,975 0 19,654
NXP SEMICONDUCTORS NV Com N6596X109 24,233 234,125 SH   SOLE 0 79,625 0 154,500
OMEGA HEALTHCARE INVS Com 681936100 15,350 465,289 SH   SOLE 0 103,161 0 362,128
ON SEMICONDUCTOR CORP Com 682189105 47,852 3,018,136 SH   SOLE 0 436,563 0 2,581,573
ORIX CORP ADR Com 686330101 20,882 280,944 SH   SOLE 0 93,144 0 187,800
OSHKOSH CORPORATION Com 688239201 21,962 320,197 SH   SOLE 0 54,213 0 265,984
PACWEST BANCORP Com 695263103 1,435 26,933 SH   SOLE 0 21,938 0 4,995
PANDORA A/S ADR Com 698341203 2,488 89,760 SH   SOLE 0 0 0 89,760
PEPSICO INC COM Com 713448108 203 1,814 SH   SOLE 0 1,014 0 800
PFIZER INC Com 717081103 18,039 527,304 SH   SOLE 0 90,267 0 437,037
PHILIP MORRIS INTL INC COM Com 718172109 3,041 26,937 SH   SOLE 0 22,444 0 4,493
PHILLIPS 66 Com 718546104 213 2,686 SH   SOLE 0 960 0 1,726
PJSC LUKOIL CO ADR Com 69343P105 2,772 52,250 SH   SOLE 0 0 0 52,250
PLAINS ALL AMERICAN PIPELINE L Ltd Partn 726503105 299 9,460 SH   SOLE 0 9,200 0 260
PRICELINE INC Com 741503403 41,612 23,378 SH   SOLE 0 3,908 0 19,470
PROCTER & GAMBLE Com 742718109 1,045 11,625 SH   SOLE 0 6,136 0 5,489
PUBLIC SVC ENTERPRISE Com 744573106 15,990 360,547 SH   SOLE 0 60,637 0 299,910
PULTEGROUP INC. Com 745867101 14,060 597,008 SH   SOLE 0 98,939 0 498,069
QORVO, INC Com 74736K101 47,947 699,334 SH   SOLE 0 95,300 0 604,034
QUALCOMM INC Com 747525103 13,654 238,136 SH   SOLE 0 40,711 0 197,425
QUINTILES TRANSNATIONAL HLDG Com 74876Y101 17,667 219,381 SH   SOLE 0 36,431 0 182,950
REPSOL S.A. Com 76026T205 23,171 1,494,436 SH   SOLE 0 499,436 0 995,000
RIO TINTO PLC ADR Com 767204100 44,378 1,090,901 SH   SOLE 0 235,646 0 855,255
ROBERT HALF INTL Com 770323103 14,244 291,702 SH   SOLE 0 10,702 0 281,000
ROCHE HLDG LTD Com 771195104 3,102 96,840 SH   SOLE 0 0 0 96,840
ROSS STORES INC COM Com 778296103 233 3,544 SH   SOLE 0 0 0 3,544
RYANAIR HOLDINGS PLC ADR Com 783513203 23,655 285,064 SH   SOLE 0 84,239 0 200,825
SBERBANK OF RUSSIA Com 80585Y308 8,499 737,148 SH   SOLE 0 161,718 0 575,430
SENSATA TECHNOLOGIES HOLDING N Com N7902X106 16,436 376,365 SH   SOLE 0 126,365 0 250,000
SHAW COMMUNICATIONS Com 82028K200 1,096 52,870 SH   SOLE 0 43,013 0 9,857
SHERWIN WILLIAMS CO Com 824348106 16,709 53,868 SH   SOLE 0 1,968 0 51,900
SHIONOGI & CO LTD UNSP Com 824667109 2,959 29,000 SH   SOLE 0 0 0 29,000
SHIRE PLC (ADS) Com 82481R106 20,666 118,613 SH   SOLE 0 38,513 0 80,100
SIEMENS A G ADR Com 826197501 14,783 215,809 SH   SOLE 0 70,419 0 145,390
SOFTBANK CORP UNSP ADR Com 83404D109 2,763 77,800 SH   SOLE 0 0 0 77,800
SOUTHWEST AIRLINES Com 844741108 27,084 503,798 SH   SOLE 0 83,087 0 420,711
STANDARD BANK GROUP LTD Com 853118206 2,698 252,600 SH   SOLE 0 0 0 252,600
STANTEC, INC Com 85472N109 11,396 440,001 SH   SOLE 0 147,601 0 292,400
STATE STR CORP COM Com 857477103 17,920 225,094 SH   SOLE 0 37,644 0 187,450
STRYKER CORP Com 863667101 23,567 179,013 SH   SOLE 0 26,319 0 152,694
SUN LIFE FINANCIAL Com 866796105 18,605 509,034 SH   SOLE 0 191,004 0 318,030
SUNTRUST BANKS INC Com 867914103 27,505 497,385 SH   SOLE 0 82,433 0 414,952
SUZUKI MOTOR CROP UNSP Com 86959X107 3,407 20,190 SH   SOLE 0 0 0 20,190
TAIWAN SEMICONDUCTOR MFG CO AD Com 874039100 24,523 746,724 SH   SOLE 0 249,724 0 497,000
TATA MOTORS LTD ADR Com 876568502 9,038 253,512 SH   SOLE 0 84,512 0 169,000
TE CONNECTIVITY LTD. Com H84989104 38,671 518,728 SH   SOLE 0 80,591 0 438,137
TELUS CORP NV Com 87971M103 12,541 386,112 SH   SOLE 0 125,812 0 260,300
TIME WARNER INC Com 887317303 14,328 146,634 SH   SOLE 0 2,634 0 144,000
TJX COMPANIES Com 872540109 15,163 191,748 SH   SOLE 0 6,748 0 185,000
TOTAL SA Com 89151E109 67,108 1,330,993 SH   SOLE 0 307,447 0 1,023,546
TRACTOR SUPPLY Com 892356106 13,001 188,501 SH   SOLE 0 6,901 0 181,600
TWENTY-FIRST CENTURY FOX Com 90130A101 15,986 493,555 SH   SOLE 0 8,155 0 485,400
ULTA SALON COSMETICS & FRAGR Com 90384S303 15,933 55,861 SH   SOLE 0 1,961 0 53,900
UNILEVER NV Com 904784709 4,930 99,233 SH   SOLE 0 99,233 0 0
UNION PAC CORP COM Com 907818108 20,653 194,982 SH   SOLE 0 32,597 0 162,385
UNITED HEALTHCARE CORP Com 91324p102 59,714 364,087 SH   SOLE 0 64,776 0 299,311
UNITED RENTALS INC Com 911363109 51,958 415,498 SH   SOLE 0 51,910 0 363,588
UNITED TECHNOLOGIES CORP COM Com 913017109 35,284 314,376 SH   SOLE 0 54,293 0 260,083
VALE SA Com 91912E105 2,845 299,500 SH   SOLE 0 0 0 299,500
VANGUARD BD INDEX FD INC Short Term Bond 921937827 1,078 13,523 SH   SOLE 0 13,523 0 0
VANGUARD INTERMEDIATE-TERM COR Int Term Corp 92206C870 251 2,910 SH   SOLE 0 2,910 0 0
VERIZON COMMUNICATIONS Com 92343V104 15,245 312,741 SH   SOLE 0 61,644 0 251,097
VERMILION ENERGY INC Com 923725105 22,316 594,929 SH   SOLE 0 209,395 0 385,534
VIPSHOP HOLDINGS LTD ADS Com 92763W103 10,842 812,729 SH   SOLE 0 272,729 0 540,000
VIVENDI SA UNSPON ADR Com 92852T201 2,870 148,100 SH   SOLE 0 0 0 148,100
W.W. GRAINGER INC. Com 384802104 11,401 48,981 SH   SOLE 0 1,781 0 47,200
WESTPAC BKG CORP Com 961214301 21,025 786,865 SH   SOLE 0 292,214 0 494,651
WHIRLPOOL CORP Com 963320106 35,725 208,514 SH   SOLE 0 34,651 0 173,863
WNS HOLDINGS LTD Com 92932M101 11,498 401,900 SH   SOLE 0 133,900 0 268,000
WOLSELEY PLC SPN ADR Com 977868306 2,998 472,800 SH   SOLE 0 0 0 472,800
WPP PLC ADR Com 92937A102 2,735 25,000 SH   SOLE 0 0 0 25,000
WYNDHAM WORLDWIDE CORP Com 98310W108 21,651 256,860 SH   SOLE 0 43,456 0 213,404
XL GROUP PLC Com G98294104 15,361 385,370 SH   SOLE 0 13,570 0 371,800
YANDEX N.V. Com N97284108 16,732 762,956 SH   SOLE 0 254,956 0 508,000
YUM! BRANDS INC Com 988498101 14,600 228,482 SH   SOLE 0 8,382 0 220,100