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
WEATHERFORD INTL PLC ORD SHS G48833100 67,458 13,518,702 SH   SOLE   13,049,802 0 468,900
MICHAEL KORS HLDGS LTD SHS G60754101 39,089 909,500 SH   SOLE   880,800 0 28,700
RENAISSANCERE HOLDINGS LTD COM G7496G103 1,144 8,400 SH   SOLE   8,400 0 0
NXP SEMICONDUCTORS N V COM N6596X109 50,128 511,458 SH   SOLE   510,958 0 500
AFLAC INC COM 001055102 1,100 15,800 SH   SOLE   15,800 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,566 27,000 SH   SOLE   11,500 0 15,500
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,239 128,000 SH   SOLE   128,000 0 0
ALPHABET INC CAP STK CL A 02079K305 858 1,083 SH   SOLE   1,083 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,327 20,324 SH   SOLE   20,324 0 0
ANTHEM INC COM 036752103 3,350 23,300 SH   SOLE   5,100 0 18,200
APACHE CORP COM 037411105 3,956 62,329 SH   SOLE   28,629 0 33,700
BP PLC SPONSORED ADR 055622104 93,235 2,494,257 SH   SOLE   2,387,599 0 106,658
BAIDU INC SPON ADR REP A 056752108 8,204 49,900 SH   SOLE   49,900 0 0
BAKER HUGHES INC COM 057224107 461 7,100 SH   SOLE   7,100 0 0
BARCLAYS PLC ADR 06738E204 933 84,859 SH   SOLE   318 0 84,541
CSX CORP COM 126408103 1,276 35,500 SH   SOLE   35,500 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,352 38,428 SH   SOLE   8,528 0 29,900
CARNIVAL CORP UNIT 99/99/9999 143658300 878 16,877 SH   SOLE   16,877 0 0
CITIGROUP INC COM NEW 172967424 4,166 70,102 SH   SOLE   32,931 0 37,171
COACH INC COM 189754104 1,719 49,091 SH   SOLE   25,841 0 23,250
COCA COLA CO COM 191216100 1,306 31,500 SH   SOLE   31,500 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 5,026 79,100 SH   SOLE   79,100 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,961 70,700 SH   SOLE   23,300 0 47,400
COMERICA INC COM 200340107 2,309 33,900 SH   SOLE   7,800 0 26,100
CREDIT SUISSE GROUP SPONSORED ADR 225401108 813 56,844 SH   SOLE   24,990 0 31,854
DST SYS INC DEL COM 233326107 1,072 10,000 SH   SOLE   1,800 0 8,200
DANAHER CORP DEL COM 235851102 2,654 34,100 SH   SOLE   17,300 0 16,800
DOLLAR GEN CORP NEW COM 256677105 860 11,600 SH   SOLE   11,600 0 0
EOG RES INC COM 26875P101 829 8,200 SH   SOLE   8,200 0 0
ENTERGY CORP NEW COM 29364G103 1,300 17,700 SH   SOLE   17,700 0 0
EXXON MOBIL CORP COM 30231G102 1,715 19,000 SH   SOLE   19,000 0 0
FLOWSERVE CORP COM 34354P105 404 8,400 SH   SOLE   8,400 0 0
GILEAD SCIENCES INC COM 375558103 2,067 28,870 SH   SOLE   17,070 0 11,800
GOLDMAN SACHS GROUP INC COM 38141G104 877 3,664 SH   SOLE   3,664 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,015 43,900 SH   SOLE   43,900 0 0
ICICI BK LTD ADR 45104G104 4,497 600,200 SH   SOLE   600,200 0 0
JPMORGAN CHASE & CO COM 46625H100 1,390 16,100 SH   SOLE   16,100 0 0
JOHNSON & JOHNSON COM 478160104 2,397 20,800 SH   SOLE   13,100 0 7,700
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 205 5,814 SH   SOLE   5,814 0 0
LANDSTAR SYS INC COM 515098101 870 10,200 SH   SOLE   10,200 0 0
LAS VEGAS SANDS CORP COM 517834107 844 15,800 SH   SOLE   15,800 0 0
MELCO CROWN ENTMT LTD ADR 585464100 37,146 2,336,200 SH   SOLE   2,278,600 0 57,600
METLIFE INC COM 59156R108 1,030 19,100 SH   SOLE   3,500 0 15,600
MICROSOFT CORP COM 594918104 1,746 28,100 SH   SOLE   28,100 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 3,067 336,600 SH   SOLE   336,600 0 0
MONDELEZ INTL INC CL A 609207105 435 9,800 SH   SOLE   9,800 0 0
ORACLE CORP COM 68389X105 2,541 66,100 SH   SOLE   33,700 0 32,400
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 10,215 1,159,408 SH   SOLE   1,159,308 0 100
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 39,558 3,912,800 SH   SOLE   3,782,200 0 130,600
PIONEER NAT RES CO COM 723787107 774 4,300 SH   SOLE   4,300 0 0
PROCTER AND GAMBLE CO COM 742718109 1,311 15,600 SH   SOLE   15,600 0 0
RALPH LAUREN CORP CL A 751212101 3,459 38,300 SH   SOLE   12,000 0 26,300
REALOGY HLDGS CORP COM 75605Y106 1,713 66,600 SH   SOLE   32,000 0 34,600
STATE STR CORP COM 857477103 1,267 16,300 SH   SOLE   16,300 0 0
SYMANTEC CORP COM 871503108 832 34,800 SH   SOLE   34,800 0 0
TERADATA CORP DEL COM 88076W103 1,048 38,600 SH   SOLE   5,800 0 32,800
US BANCORP DEL COM NEW 902973304 868 16,900 SH   SOLE   16,900 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,030 9,400 SH   SOLE   9,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 886 16,600 SH   SOLE   16,600 0 0
WELLS FARGO & CO NEW COM 949746101 4,520 82,000 SH   SOLE   34,100 0 47,900