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 COMPANY COM 88579Y101 2,801 13,452 SH   SOLE   13,452 0 0
A O SMITH COM 831865209 19,247 341,687 SH   SOLE   318,627 0 23,060
A T & T INC COM 00206R102 654 17,332 SH   SOLE   17,332 0 0
ABBOTT LABORATORIES COM 002824100 1,081 22,242 SH   SOLE   22,242 0 0
ABBVIE INC COM 00287Y109 2,377 32,777 SH   SOLE   32,777 0 0
ADVANCED ENERGY IND COM 007973100 228 3,528 SH   SOLE   3,528 0 0
ALASKA AIR GROUP INC COM 011659109 623 6,936 SH   SOLE   6,936 0 0
ALBEMARLE CORP COM 012653101 4,904 46,468 SH   SOLE   40,838 0 5,630
ALIBABA GROUP HLDG SPONSORED ADS 01609W102 6,837 48,521 SH   SOLE   43,141 0 5,380
ALPHABET INC CAP STK CL C 02079K107 726 799 SH   SOLE   799 0 0
AMERICAN EXPRESS CO COM 025816109 249 2,950 SH   SOLE   2,950 0 0
APPLE INC COM 037833100 8,082 56,116 SH   SOLE   49,918 0 6,198
ASML HLDGS NV N Y REGISTRY SHS N07059210 321 2,467 SH   SOLE   2,467 0 0
BERKSHIRE HATHAWAY INC CL B NEW 084670702 3,735 22,055 SH   SOLE   22,055 0 0
BOEING CO COM 097023105 761 3,850 SH   SOLE   3,850 0 0
BP PLC SPONSORED ADR 055622104 465 13,420 SH   SOLE   13,420 0 0
BRISTOL-MYERS SQUIBB COM 110122108 574 10,300 SH   SOLE   10,300 0 0
BROADCOM LTD SHS Y09827109 8,723 37,429 SH   SOLE   33,979 0 3,450
CATERPILLAR INC COM 149123101 702 6,530 SH   SOLE   6,530 0 0
CELGENE CORP COM 151020104 5,835 44,931 SH   SOLE   40,631 0 4,300
CHARLES SCHWAB CORP COM 808513105 7,267 169,153 SH   SOLE   154,653 0 14,500
CHEMICAL FINL CORP COM 163731102 274 5,664 SH   SOLE   5,664 0 0
CHEVRON CORPORATION COM 166764100 3,136 30,058 SH   SOLE   30,058 0 0
CHINA PETROLEUM & CHEM CORP SPON ADR H SHS 16941R108 424 5,400 SH   SOLE   5,400 0 0
CIMAREX ENERGY CO COM 171798101 808 8,590 SH   SOLE   8,590 0 0
CITIZENS FINL GROUP COM 174610105 9,234 258,804 SH   SOLE   237,884 0 20,920
CITRIX SYSTEMS INC COM 177376100 1,766 22,194 SH   SOLE   22,194 0 0
COACH INC COM 189754104 1,405 29,680 SH   SOLE   29,680 0 0
COCA COLA COMPANY COM 191216100 293 6,532 SH   SOLE   6,532 0 0
CONOCOPHILLIPS COM 20825c104 239 5,438 SH   SOLE   5,438 0 0
COPA HOLDINGS SA CL A P31076105 6,827 58,347 SH   SOLE   54,367 0 3,980
CREDICORP LTD COM G2519Y108 5,142 28,664 SH   SOLE   24,644 0 4,020
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 8,947 166,119 SH   SOLE   150,959 0 15,160
DELPHI AUTOMOTVE PLC SHS G27823106 3,782 43,144 SH   SOLE   36,254 0 6,890
DIAMONDBACK ENERGY COM 25278X109 5,738 64,611 SH   SOLE   58,671 0 5,940
DOMINION ENERGY INC COM 25746U109 1,447 18,884 SH   SOLE   18,884 0 0
DOW CHEMICAL COMPANY COM 260543103 847 13,430 SH   SOLE   13,430 0 0
DU PONT EI DE NEMOUR COM 263534109 1,434 17,770 SH   SOLE   17,770 0 0
EAST WEST BANCORP COM 27579R104 6,499 110,950 SH   SOLE   99,460 0 11,490
EDWARDS LIFESCIENCES COM 28176E108 8,451 71,470 SH   SOLE   64,780 0 6,690
ELECTRONIC ARTS INC COM 285512109 489 4,621 SH   SOLE   4,621 0 0
EXPRESS SCRIPTS HLDG COM 30219G108 1,207 18,899 SH   SOLE   18,899 0 0
EXXON MOBIL CORP COM 30231G102 4,939 61,176 SH   SOLE   61,176 0 0
FACEBOOK INC CL A 30303M102 12,495 82,761 SH   SOLE   75,191 0 7,570
FASTENAL CO COM 311900104 1,072 24,632 SH   SOLE   24,632 0 0
FERRARI N V F COM N3167Y103 360 4,184 SH   SOLE   3,804 0 380
FIDELITY NATL INFO COM 31620M106 1,146 13,420 SH   SOLE   13,420 0 0
FIRST REPUBLIC BANK COM 33616C100 499 4,982 SH   SOLE   4,982 0 0
FISERV INC COM 337738108 6,760 55,255 SH   SOLE   55,255 0 0
FORD MOTOR COMPANY COM PAR $0.01 345370860 124 11,100 SH   SOLE   11,100 0 0
GATX CORP COM 361448103 748 11,636 SH   SOLE   11,636 0 0
GENERAL DYNAMICS CO COM 369550108 1,879 9,486 SH   SOLE   9,206 0 280
GENERAL ELECTRIC CO COM 369604103 597 22,085 SH   SOLE   22,085 0 0
GENERAL MILLS INC COM 370334104 759 13,700 SH   SOLE   13,700 0 0
GENERAL MOTORS CO COM 37045V100 1,323 37,872 SH   SOLE   37,872 0 0
HALLIBURTON CO HLDG COM 406216101 872 20,420 SH   SOLE   20,420 0 0
HDFC BANK LIMITD ADR REPS 3 SHS 40415F101 13,033 149,858 SH   SOLE   136,468 0 13,390
HOME DEPOT INC COM 437076102 5,656 36,874 SH   SOLE   36,824 0 50
HONEYWELL INTL INC COM 438516106 1,160 8,700 SH   SOLE   8,700 0 0
HUNTINGTON BANCSHARES COM 446150104 303 22,400 SH   SOLE   22,400 0 0
HUNTINGTON INGALLS COM 446413106 4,966 26,678 SH   SOLE   23,718 0 2,960
I N G GROEP N V SPONSORED ADR 456837103 4,171 239,853 SH   SOLE   236,353 0 3,500
IBM CORP COM 459200101 884 5,746 SH   SOLE   5,746 0 0
ILLINOIS TOOL WORKS COM 452308109 738 5,154 SH   SOLE   5,154 0 0
INGERSOLL RAND PLC SHS G47791101 1,462 15,996 SH   SOLE   15,996 0 0
INTEL CORP COM 458140100 375 11,120 SH   SOLE   11,120 0 0
INTERCONTINENTAL EXC COM 45866F104 382 5,800 SH   SOLE   5,800 0 0
INTERNATIONAL FLAV&FRA COM 459506101 405 3,000 SH   SOLE   3,000 0 0
ISHARES TR SELECT DIVID ETF 464287168 916 9,930 SH   SOLE   9,930 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 282 6,808 SH   SOLE   6,808 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 4,016 363,474 SH   SOLE   320,374 0 43,100
J M SMUCKER CO COM 832696405 366 3,094 SH   SOLE   3,094 0 0
JOHNSON & JOHNSON COM 478160104 473 3,578 SH   SOLE   3,578 0 0
JPMORGAN CHASE & CO COM 46625H100 229 2,510 SH   SOLE   2,510 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 2,501 49,541 SH   SOLE   48,711 0 830
KIMBERLY-CLARK CORP COM 494368103 2,823 21,866 SH   SOLE   21,866 0 0
LAM RESEARCH CORP COM 512807108 8,944 63,238 SH   SOLE   58,188 0 5,050
LINCOLN NATIONAL CO COM 534187109 797 11,795 SH   SOLE   11,795 0 0
LOCKHEED MARTIN CORP COM 539830109 2,264 8,155 SH   SOLE   8,155 0 0
LYONDELLBASELL INDS SHS - A - N53745100 508 6,020 SH   SOLE   6,020 0 0
MANPOWERGROUP COM 56418H100 1,080 9,677 SH   SOLE   9,677 0 0
MASCO CORP COM 574599106 959 25,090 SH   SOLE   25,090 0 0
MASTERCARD INC CL A 57636Q104 3,396 27,960 SH   SOLE   21,860 0 6,100
MAXIM INTEGRATED PRO COM 57772K101 395 8,800 SH   SOLE   8,800 0 0
MERCADOLIBRE INC COM 58733R102 2,647 10,550 SH   SOLE   10,440 0 110
MICROSOFT CORP COM 594918104 3,087 44,787 SH   SOLE   42,967 0 1,820
MITSUBISHI UFJ FINL SPONSORED ADR 606822104 138 20,451 SH   SOLE   20,451 0 0
MONOLITHIC POWER SYS COM 609839105 5,006 51,934 SH   SOLE   45,984 0 5,950
NATIONAL PRESTO INDS COM 637215104 601 5,437 SH   SOLE   5,437 0 0
NETEASE INC SPONSORED ADR 64110W102 2,740 9,113 SH   SOLE   6,903 0 2,210
NEWMONT MINING CORP COM 651639106 286 8,830 SH   SOLE   8,830 0 0
NOVO-NORDISK A-S ADR 670100205 2,459 57,330 SH   SOLE   57,330 0 0
PACWEST BANCORP COM 695263103 221 4,740 SH   SOLE   4,740 0 0
PEPSICO INCORPORATED COM 713448108 2,853 24,700 SH   SOLE   24,700 0 0
PG&E CORP COM 69331C108 378 5,700 SH   SOLE   5,700 0 0
PHILLIPS 66 COM 718546104 203 2,457 SH   SOLE   2,457 0 0
POOL CORPORATION COM 73278L105 3,389 28,823 SH   SOLE   28,453 0 370
PPG INDS INC COM 693506107 1,114 10,128 SH   SOLE   10,128 0 0
PROCTER & GAMBLE COM 742718109 2,360 27,078 SH   SOLE   27,078 0 0
PRUDENTIAL CORP PLC ADR 74435K204 339 7,373 SH   SOLE   7,373 0 0
PRUDENTIAL FINANCIAL COM 744320102 1,619 14,968 SH   SOLE   14,968 0 0
QUANTA SERVICES INC COM 74762E102 485 14,718 SH   SOLE   14,718 0 0
QUEST DIAGNOSTIC INC COM 74834L100 481 4,324 SH   SOLE   4,324 0 0
ROCKWELL AUTOMATION COM 773903109 388 2,394 SH   SOLE   2,394 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1,305 24,538 SH   SOLE   24,538 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 294 4,658 SH   SOLE   4,658 0 0
SNAP ON INC COM 833034101 1,730 10,948 SH   SOLE   10,948 0 0
SOC QUIMICA MINERA SPON ADR SER B 833635105 665 20,150 SH   SOLE   19,050 0 1,100
SPDR S&P 500 ETF TR TR UNIT 78462F103 264 1,091 SH   SOLE   1,051 0 40
STARBUCKS CORP COM 855244109 952 16,328 SH   SOLE   16,328 0 0
TAL EDUCATION GROUP ADS REPSTG COM 874080104 7,191 58,792 SH   SOLE   53,766 0 5,026
TERNIUM SA SPON ADR 880890108 4,538 161,549 SH   SOLE   159,949 0 1,600
TEXAS INSTRUMENTS INC COM 882508104 231 3,000 SH   SOLE   3,000 0 0
THERMO FISHER SCNTFC COM 883556102 1,005 5,761 SH   SOLE   5,761 0 0
THOR INDUSTRIES INC COM 885160101 661 6,322 SH   SOLE   6,322 0 0
TOTAL S A SPONSORED ADR 89151E109 544 10,965 SH   SOLE   10,965 0 0
TRINITY INDUSTRIES COM 896522109 305 10,890 SH   SOLE   10,890 0 0
U S BANCORP COM NEW 902973304 520 10,025 SH   SOLE   10,025 0 0
ULTA BEAUTY INC COM 90384S303 5,760 20,047 SH   SOLE   18,227 0 1,820
UNION PACIFIC CORP COM 907818108 2,006 18,418 SH   SOLE   14,578 0 3,840
UNITED RENTALS INC COM 911363109 2,289 20,306 SH   SOLE   20,306 0 0
VERIZON COMMUNICATN COM 92343V104 576 12,902 SH   SOLE   12,902 0 0
VISHAY INTERTECH COM 928298108 250 15,064 SH   SOLE   15,064 0 0
W E C ENERGY GROUP INC COM 92939U106 1,059 17,261 SH   SOLE   17,261 0 0
WABTEC COM 929740108 685 7,490 SH   SOLE   7,490 0 0
WALT DISNEY CO COM DISNEY 254687106 3,792 35,691 SH   SOLE   30,851 0 4,840
WEIBO CORP SPONSORED ADR 948596101 1,011 15,216 SH   SOLE   15,216 0 0
WESTPAC BANKING LTD SPONSORED ADR 961214301 403 17,240 SH   SOLE   17,240 0 0
WEYCO GROUP INC COM 962149100 201 7,200 SH   SOLE   7,200 0 0
YUM BRANDS INC COM 988498101 324 4,396 SH   SOLE   4,396 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 376 2,931 SH   SOLE   2,931 0 0