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 Common Stock 88579Y101 1,102 5,305 SH   SOLE   5,305 0 0
58.COM INC ADR 31680Q104 12,011 182,864 SH   SOLE   182,864 0 0
AFLAC INC Common Stock 001055102 2,725 54,508 SH   SOLE   54,508 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 1,307 16,255 SH   SOLE   16,255 0 0
AIR PRODUCTS & CHEMICALS INC Common Stock 009158106 7,251 37,970 SH   SOLE   37,970 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 20,298 150,155 SH   SOLE   150,155 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 76,588 419,773 SH   SOLE   419,773 0 0
ALPHABET INC Common Stock 02079K107 2,464 2,100 SH   SOLE   2,100 0 0
ALPHABET INC Common Stock 02079K305 28,427 24,154 SH   SOLE   24,154 0 0
ALTRIA GROUP INC Common Stock 02209S103 1,643 28,608 SH   SOLE   28,608 0 0
AMAZON.COM INC Common Stock 023135106 4,092 2,298 SH   SOLE   2,298 0 0
AMC NETWORKS INC Common Stock 00164V103 1,709 30,106 SH   SOLE   30,106 0 0
AMERICAN FINANCIAL GROUP INC/O Common Stock 025932104 1,692 17,591 SH   SOLE   17,591 0 0
ANHEUSER-BUSCH INBEV SA/NV ADR 03524A108 634 7,549 SH   SOLE   7,549 0 0
ANTHEM INC Common Stock 036752103 20,527 71,527 SH   SOLE   71,527 0 0
APPLE INC Common Stock 037833100 4,288 22,575 SH   SOLE   22,575 0 0
AUTOZONE INC Common Stock 053332102 24,196 23,626 SH   SOLE   23,626 0 0
BANCOLOMBIA SA ADR 05968L102 5,831 114,202 SH   SOLE   114,202 0 0
BANK OF AMERICA CORP Common Stock 060505104 3,738 135,479 SH   SOLE   135,479 0 0
BECTON DICKINSON AND CO Common Stock 075887109 2,778 11,123 SH   SOLE   11,123 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 31,194 17,877 SH   SOLE   17,877 0 0
BROADCOM INC Common Stock 11135F101 18,604 61,866 SH   SOLE   61,866 0 0
CANADIAN NATURAL RESOURCES LTD Common Stock 136385101 1,035 37,694 SH   SOLE   37,694 0 0
CBS CORP Common Stock 124857202 1,975 41,553 SH   SOLE   41,553 0 0
CEMEX SAB DE CV ADR 151290889 11,936 2,572,487 SH   SOLE   2,572,487 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 2,052 48,000 SH   SOLE   48,000 0 0
CHEVRON CORP Common Stock 166764100 2,794 22,682 SH   SOLE   22,682 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105 1,790 2,520 SH   SOLE   2,520 0 0
CIGNA CORP Common Stock 125523100 2,278 14,164 SH   SOLE   14,164 0 0
CITIGROUP INC Common Stock 172967424 21,681 348,455 SH   SOLE   348,455 0 0
CME GROUP INC/IL Common Stock 12572Q105 765 4,650 SH   SOLE   4,650 0 0
COGNIZANT TECHNOLOGY SOLUTIONS Common Stock 192446102 11,772 162,483 SH   SOLE   162,483 0 0
COLGATE-PALMOLIVE CO Common Stock 194162103 539 7,858 SH   SOLE   7,858 0 0
COMCAST CORP Common Stock 20030N101 26,601 665,356 SH   SOLE   665,356 0 0
CREDICORP LTD Common Stock G2519Y108 16,105 67,117 SH   SOLE   67,117 0 0
DAVITA INC Common Stock 23918K108 18,835 346,941 SH   SOLE   346,941 0 0
DELL TECHNOLOGIES INC Common Stock 24703L202 177 3,022 SH   SOLE   3,022 0 0
DELTA AIR LINES INC Common Stock 247361702 1,403 27,167 SH   SOLE   27,167 0 0
DISCOVER FINANCIAL SERVICES Common Stock 254709108 21,455 301,508 SH   SOLE   301,508 0 0
ELI LILLY & CO Common Stock 532457108 17,605 135,675 SH   SOLE   135,675 0 0
ENTERGY CORP Common Stock 29364G103 1,351 14,126 SH   SOLE   14,126 0 0
EXTENDED STAY AMERICA INC Unit 30224P200 17,259 961,497 SH   SOLE   961,497 0 0
FACEBOOK INC Common Stock 30303M102 847 5,079 SH   SOLE   5,079 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 1,496 6,024 SH   SOLE   6,024 0 0
FIDELITY NATIONAL FINANCIAL IN Common Stock 31620R303 1,568 42,887 SH   SOLE   42,887 0 0
FOOT LOCKER INC Common Stock 344849104 19,603 323,490 SH   SOLE   323,490 0 0
FOX CORP Common Stock 35137L105 813 22,156 SH   SOLE   22,156 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 2,143 55,559 SH   SOLE   55,559 0 0
GENERAC HOLDINGS INC Common Stock 368736104 1,591 31,056 SH   SOLE   31,056 0 0
GLOBUS MEDICAL INC Common Stock 379577208 1,397 28,283 SH   SOLE   28,283 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 1,931 10,056 SH   SOLE   10,056 0 0
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E202 10,286 63,588 SH   SOLE   63,588 0 0
HANESBRANDS INC Common Stock 410345102 1,023 57,211 SH   SOLE   57,211 0 0
HDFC BANK LTD ADR 40415F101 1,621 13,982 SH   SOLE   13,982 0 0
HESS CORP Common Stock 42809H107 1,425 23,658 SH   SOLE   23,658 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 23,470 147,683 SH   SOLE   147,683 0 0
HP INC Common Stock 40434L105 1,097 56,472 SH   SOLE   56,472 0 0
INFOSYS LTD ADR 456788108 39,541 3,617,640 SH   SOLE   3,617,640 0 0
INTEL CORP Common Stock 458140100 2,992 55,721 SH   SOLE   55,721 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 19,137 251,342 SH   SOLE   251,342 0 0
INTUIT INC Common Stock 461202103 3,165 12,108 SH   SOLE   12,108 0 0
ISHARES CHINA LARGE-CAP ETF ETP 464287184 1,715 38,740 SH   SOLE   38,740 0 0
ISHARES MSCI BRAZIL CAPPED ETF ETP 464286400 4,771 116,400 SH   SOLE   116,400 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 4,309 122,240 SH   SOLE   122,240 0 0
ISHARES MSCI SOUTH KOREA ETF ETP 464286772 2,340 38,390 SH   SOLE   38,390 0 0
ISHARES MSCI TAIWAN ETF ETP 46434G772 1,859 53,766 SH   SOLE   53,766 0 0
ISHARES MSCI UAE ETF ETP 46434V761 2,889 197,483 SH   SOLE   197,483 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 1,355 18,018 SH   SOLE   18,018 0 0
JOHNSON & JOHNSON Common Stock 478160104 7,234 51,752 SH   SOLE   51,752 0 0
LAS VEGAS SANDS CORP Common Stock 517834107 4,435 72,750 SH   SOLE   72,750 0 0
LEAR CORP Common Stock 521865204 1,218 8,972 SH   SOLE   8,972 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 22,678 241,510 SH   SOLE   241,510 0 0
MASTERCARD INC Common Stock 57636Q104 26,471 112,429 SH   SOLE   112,429 0 0
MERCK & CO INC Common Stock 58933Y105 4,989 59,991 SH   SOLE   59,991 0 0
MICROSOFT CORP Common Stock 594918104 36,826 312,242 SH   SOLE   312,242 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 2,799 56,070 SH   SOLE   56,070 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 717 13,139 SH   SOLE   13,139 0 0
MOODY'S CORP Common Stock 615369105 3,050 16,840 SH   SOLE   16,840 0 0
MOSAIC CO/THE Common Stock 61945C103 1,504 55,063 SH   SOLE   55,063 0 0
MSCI INC Common Stock 55354G100 986 4,961 SH   SOLE   4,961 0 0
NETAPP INC Common Stock 64110D104 3,029 43,688 SH   SOLE   43,688 0 0
NETEASE INC ADR 64110W102 395 1,638 SH   SOLE   1,638 0 0
NICE-SYSTEMS LTD ADR 653656108 10,294 84,026 SH   SOLE   84,026 0 0
NIKE INC Common Stock 654106103 3,254 38,644 SH   SOLE   38,644 0 0
NOMAD FOODS LTD Common Stock G6564A105 5,562 271,989 SH   SOLE   271,989 0 0
NORFOLK SOUTHERN CORP Common Stock 655844108 3,744 20,033 SH   SOLE   20,033 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 1,310 3,373 SH   SOLE   3,373 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 27,219 262,123 SH   SOLE   262,123 0 0
PEPSICO INC Common Stock 713448108 696 5,677 SH   SOLE   5,677 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 2,970 33,597 SH   SOLE   33,597 0 0
POPULAR INC Common Stock 733174700 17,135 328,702 SH   SOLE   328,702 0 0
RADIAN GROUP INC Common Stock 750236101 1,520 73,307 SH   SOLE   73,307 0 0
RANGE RESOURCES CORP Common Stock 75281A109 16,205 1,441,709 SH   SOLE   1,441,709 0 0
RAYTHEON CO Common Stock 755111507 2,579 14,166 SH   SOLE   14,166 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 550 28,509 SH   SOLE   28,509 0 0
S&P GLOBAL INC Common Stock 78409V104 2,850 13,535 SH   SOLE   13,535 0 0
SILICON MOTION TECHNOLOGY CORP ADR 82706C108 5,861 147,866 SH   SOLE   147,866 0 0
SNAP-ON INC Common Stock 833034101 1,745 11,151 SH   SOLE   11,151 0 0
STRYKER CORP Common Stock 863667101 1,423 7,205 SH   SOLE   7,205 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 5,985 146,117 SH   SOLE   146,117 0 0
TERNIUM SA ADR 880890108 16,802 617,251 SH   SOLE   617,251 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 24,140 88,191 SH   SOLE   88,191 0 0
TIFFANY & CO Common Stock 886547108 3,091 29,288 SH   SOLE   29,288 0 0
TIM PARTICIPACOES SA ADR 88706P205 5,695 377,661 SH   SOLE   377,661 0 0
TOPBUILD CORP Common Stock 89055F103 17,170 264,887 SH   SOLE   264,887 0 0
TRANSUNION Common Stock 89400J107 22,079 330,325 SH   SOLE   330,325 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 23,278 94,143 SH   SOLE   94,143 0 0
UNUM GROUP Common Stock 91529Y106 20,090 593,853 SH   SOLE   593,853 0 0
VALERO ENERGY CORP Common Stock 91913Y100 1,930 22,746 SH   SOLE   22,746 0 0
VERISIGN INC Common Stock 92343E102 5,194 28,608 SH   SOLE   28,608 0 0
VISA INC Common Stock 92826C839 7,023 44,964 SH   SOLE   44,964 0 0
VMWARE INC Common Stock 928563402 22,274 123,393 SH   SOLE   123,393 0 0
WATERS CORP Common Stock 941848103 1,192 4,736 SH   SOLE   4,736 0 0
WESTROCK CO Common Stock 96145D105 927 24,181 SH   SOLE   24,181 0 0
WORLDPAY INC Common Stock 981558109 33,613 296,877 SH   SOLE   296,877 0 0
WYNDHAM HOTELS & RESORTS INC Common Stock 98311A105 1,132 22,651 SH   SOLE   22,651 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 18,212 449,800 SH   SOLE   449,800 0 0
ZOETIS INC Common Stock 98978V103 444 4,409 SH   SOLE   4,409 0 0