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
AETNA INC NEW COM 00817Y108 5,245 42,296 SH   SOLE 0 0 42,296
AIRGAIN INC COM 00938A104 2,386 165,676 SH   SOLE 0 0 165,676
AMERICAN INTL GROUP INC COM NEW 026874784 6,287 96,261 SH   SOLE 0 0 96,261
ANNALY CAP MGMT INC COM 035710409 340 34,145 SH   SOLE 0 0 34,145
BAIDU INC SPON ADR REP A 056752108 7,432 45,205 SH   SOLE 0 0 45,205
BANK AMER CORP COM 060505104 8,605 389,346 SH   SOLE 0 0 389,346
CHUBB LIMITED COM H1467J104 7,734 58,535 SH   SOLE 0 0 58,535
CITIGROUP INC COM NEW 172967424 8,512 143,230 SH   SOLE 0 0 143,230
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,041 101,033 SH   SOLE 0 0 101,033
EQUITY COMWLTH COM SH BEN INT 294628102 1,840 60,833 SH   SOLE 0 0 60,833
EXELON CORP COM 30161N101 2,222 62,608 SH   SOLE 0 0 62,608
EXPEDIA INC DEL COM NEW 30212P303 5,138 45,360 SH   SOLE 0 0 45,360
F5 NETWORKS INC COM 315616102 4,222 29,176 SH   SOLE 0 0 29,176
GENERAL MLS INC COM 370334104 6,775 109,677 SH   SOLE 0 0 109,677
JD COM INC SPON ADR CL A 47215P106 4,664 183,329 SH   SOLE 0 0 183,329
JOHNSON & JOHNSON COM 478160104 7,699 66,823 SH   SOLE 0 0 66,823
KRAFT HEINZ CO COM 500754106 6,643 76,078 SH   SOLE 0 0 76,078
LOCKHEED MARTIN CORP COM 539830109 6,251 25,010 SH   SOLE 0 0 25,010
MASTERCARD INCORPORATED CL A 57636Q104 6,258 60,611 SH   SOLE 0 0 60,611
MEDTRONIC PLC SHS G5960L103 4,579 64,288 SH   SOLE 0 0 64,288
MICRON TECHNOLOGY INC COM 595112103 7,502 342,247 SH   SOLE 0 0 342,247
NUTANIX INC CL A 67059n108 4,903 184,602 SH   SOLE 0 0 184,602
NVIDIA CORP COM 67066G104 6,498 60,877 SH   SOLE 0 0 60,877
RAYTHEON CO COM NEW 755111507 6,064 42,707 SH   SOLE 0 0 42,707
REALTY INCOME CORP COM 756109104 1,863 32,419 SH   SOLE 0 0 32,419
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,243 45,832 SH   SOLE 0 0 45,832
RIO TINTO PLC SPONSORED ADR 767204100 230 5,990 SH   SOLE 0 0 5,990
SOUTHERN CO COM 842587107 2,693 54,742 SH   SOLE 0 0 54,742
UNDER ARMOUR INC CL A 904311107 2,608 89,785 SH   SOLE 0 0 89,785
UNDER ARMOUR INC CL C 904311206 1,525 60,575 SH   SOLE 0 0 60,575
UNILEVER PLC SPON ADR NEW 904767704 343 8,427 SH   SOLE 0 0 8,427
VENTAS INC COM 92276F100 5,341 85,424 SH   SOLE 0 0 85,424
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 2,216 201,290 SH   SOLE 0 0 201,290
VISA INC COM CL A 92826C839 6,097 78,148 SH   SOLE 0 0 78,148
WAL-MART STORES INC COM 931142103 3,579 51,786 SH   SOLE 0 0 51,786
YANDEX N V SHS CLASS A N97284108 5,028 249,790 SH   SOLE 0 0 249,790
YIRENDAI LTD SPONSORED ADR 98585L100 5,019 242,246 SH   SOLE 0 0 242,246