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
Texas Roadhouse Inc Ordinary Shares 882681109 15,216 315,429 SH   SOLE   315,429 0 0
Markel Corp Ordinary Shares 570535104 14,201 15,700 SH   SOLE   15,700 0 0
Natus Medical Inc Ordinary Shares 639050103 13,076 375,741 SH   SOLE   375,741 0 0
Horizon Global Corp Ordinary Shares 44052W104 12,476 519,850 SH   SOLE   519,850 0 0
Under Armour Inc Ordinary Shares 904311107 12,472 495,517 SH   SOLE   495,517 0 0
Banco Latinoamericano de Comercio Exterior SA Ordinary Shares P16994132 12,397 421,105 SH   SOLE   421,105 0 0
Ionis Pharmaceuticals Inc Ordinary Shares 462222100 12,388 259,000 SH   SOLE   259,000 0 0
SBA Communications Corp Ordinary Shares 78388J106 11,875 115,000 SH   SOLE   115,000 0 0
Thor Industries Inc Ordinary Shares 885160101 11,506 115,000 SH   SOLE   115,000 0 0
Loews Corp Ordinary Shares 540424108 11,216 239,500 SH   SOLE   239,500 0 0
Drew Industries Inc Ordinary Shares 26168L205 10,739 99,670 SH   SOLE   99,670 0 0
Gentex Corp Ordinary Shares 371901109 10,633 540,000 SH   SOLE   540,000 0 0
HDFC Bank Ltd American Depository Receipts 40415F101 9,609 158,350 SH   SOLE   158,350 0 0
Amazon.com Inc Ordinary Shares 023135106 9,373 12,500 SH   SOLE   12,500 0 0
IPG Photonics Corp Ordinary Shares 44980X109 9,328 94,500 SH   SOLE   94,500 0 0
Infinera Corp Ordinary Shares 45667G103 8,835 1,040,600 SH   SOLE   1,040,600 0 0
American Woodmark Corp Ordinary Shares 030506109 8,797 116,907 SH   SOLE   116,907 0 0
Align Technology Inc Ordinary Shares 016255101 8,652 90,000 SH   SOLE   90,000 0 0
KAR Auction Services Inc Ordinary Shares 48238T109 8,639 202,708 SH   SOLE   202,708 0 0
Ultimate Software Group Inc Ordinary Shares 90385D107 8,570 47,000 SH   SOLE   47,000 0 0
XPO Logistics Inc Ordinary Shares 983793100 8,200 190,000 SH   SOLE   190,000 0 0
Taiwan Semiconductor Manufacturing Co Ltd American Depository Receipts 874039100 8,122 282,500 SH   SOLE   282,500 0 0
Oaktree Capital Group LLC Unit 674001201 8,011 213,634 SH   SOLE   213,634 0 0
Intel Corp Ordinary Shares 458140100 7,943 219,000 SH   SOLE   219,000 0 0
Anthem Inc Ordinary Shares 036752103 7,907 55,000 SH   SOLE   55,000 0 0
Splunk Inc Ordinary Shares 848637104 7,903 154,500 SH   SOLE   154,500 0 0
Level 3 Communications Inc Ordinary Shares 52729N308 7,604 134,918 SH   SOLE   134,918 0 0
Berkshire Hathaway Inc Ordinary Shares 084670108 7,324 30 SH   SOLE   30 0 0
Alphabet Inc Ordinary Shares 02079K305 6,965 9,024 SH   SOLE   9,024 0 0
Tractor Supply Co Ordinary Shares 892356106 6,785 89,500 SH   SOLE   89,500 0 0
American Tower Corp Ordinary Shares 03027X100 6,764 64,000 SH   SOLE   64,000 0 0
Syngenta AG American Depository Receipts 98954M202 6,569 83,101 SH   SOLE   83,101 0 0
Costco Wholesale Corp Ordinary Shares 22160K105 6,404 40,000 SH   SOLE   40,000 0 0
Diamond Hill Investment Group Inc Ordinary Shares 25264R207 6,106 29,023 SH   SOLE   29,023 0 0
Varian Medical Systems Inc Ordinary Shares 92220P105 6,015 67,000 SH   SOLE   67,000 0 0
Kinder Morgan Inc Ordinary Shares 49456B101 5,799 280,000 SH   SOLE   280,000 0 0
Autozone Inc Ordinary Shares 053332102 5,765 7,300 SH   SOLE   7,300 0 0
Apple Inc Ordinary Shares 037833100 5,212 45,000 SH   SOLE   45,000 0 0
ResMed Inc Ordinary Shares 761152107 4,964 80,000 SH   SOLE   80,000 0 0
Baidu Inc American Depository Receipts 056752108 4,645 28,250 SH   SOLE   28,250 0 0
Cooper Companies Inc Ordinary Shares 216648402 4,548 26,000 SH   SOLE   26,000 0 0
Aceto Corp Ordinary Shares 004446100 4,504 205,000 SH   SOLE   205,000 0 0
Starbucks Corp Ordinary Shares 855244109 4,442 80,000 SH   SOLE   80,000 0 0
Cabela's Inc Ordinary Shares 126804301 4,391 75,000 SH   SOLE   75,000 0 0
Medtronic PLC Ordinary Shares G5960L103 4,222 59,272 SH   SOLE   59,272 0 0
Zimmer Biomet Holdings Inc Ordinary Shares 98956P102 4,128 40,000 SH   SOLE   40,000 0 0
BRF SA American Depository Receipts 10552T107 4,114 278,704 SH   SOLE   278,704 0 0
STAG Industrial Inc Real Estate Trust 85254J102 3,939 165,000 SH   SOLE   165,000 0 0
Genomic Health Inc Ordinary Shares 37244C101 3,878 131,935 SH   SOLE   131,935 0 0
TOWNE BANK Ordinary Shares 89214P109 3,826 115,068 SH   SOLE   115,068 0 0
Panera Bread Co Ordinary Shares 69840W108 3,692 18,000 SH   SOLE   18,000 0 0
Jones Lang LaSalle Inc Ordinary Shares 48020Q107 3,688 36,500 SH   SOLE   36,500 0 0
Genesee & Wyoming Inc Ordinary Shares 98954M204 3,471 50,000 SH   SOLE   50,000 0 0
NXP Semiconductors NV Ordinary Shares N6596X109 3,430 35,000 SH   SOLE   35,000 0 0
C.H. Robinson Worldwide Inc Ordinary Shares 12541W209 3,370 46,000 SH   SOLE   46,000 0 0
Spirit Airlines Inc Ordinary Shares 848577102 2,951 51,000 SH   SOLE   51,000 0 0
Watsco Inc Ordinary Shares 942622200 2,740 18,500 SH   SOLE   18,500 0 0
Boston Beer Company Inc Ordinary Shares 100557107 2,738 16,120 SH   SOLE   16,120 0 0
Wynn Resorts Ltd Ordinary Shares 983134107 2,595 30,000 SH   SOLE   30,000 0 0
Access National Corp Ordinary Shares 004337101 2,513 90,529 SH   SOLE   90,529 0 0
KapStone Paper and Packaging Corp Ordinary Shares 48562P103 2,434 110,400 SH   SOLE   110,400 0 0
TripAdvisor Inc Ordinary Shares 896945201 2,318 50,000 SH   SOLE   50,000 0 0
TRI Pointe Group Inc Ordinary Shares 87265H109 2,296 200,000 SH   SOLE   200,000 0 0
Proto Labs Inc Ordinary Shares 743713109 2,054 40,000 SH   SOLE   40,000 0 0
Liberty Interactive Corp Ordinary Shares 53071M104 1,778 89,000 SH   SOLE   89,000 0 0
Fastenal Co Ordinary Shares 98954M203 1,492 31,750 SH   SOLE   31,750 0 0
Church & Dwight Co Inc Ordinary Shares 171340102 1,352 30,600 SH   SOLE   30,600 0 0
Huntington Bancshares Inc Ordinary Shares 446150104 1,322 100,000 SH   SOLE   100,000 0 0
Polaris Industries Inc Ordinary Shares 731068102 1,236 15,000 SH   SOLE   15,000 0 0
Leucadia National Corp Ordinary Shares 527288104 1,209 51,995 SH   SOLE   51,995 0 0
Credicorp Ltd Ordinary Shares G2519Y108 947 6,000 SH   SOLE   6,000 0 0
Pebblebrook Hotel Trust Real Estate Trust 70509V100 893 30,000 SH   SOLE   30,000 0 0
MercadoLibre Inc Ordinary Shares 58733R102 781 5,000 SH   SOLE   5,000 0 0
Ctrip.Com International Ltd American Depository Receipts 22943F100 760 19,000 SH   SOLE   19,000 0 0
Grupo Aeroportuario del Sureste SAB de CV American Depository Receipts 40051E202 719 5,000 SH   SOLE   5,000 0 0
Grupo Aeroportuario del Pacifico SAB de CV American Depository Receipts 400506101 701 8,500 SH   SOLE   8,500 0 0