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
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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
Credicorp Ltd Ordinary Shares G2519Y108 980 6,000 SH   SOLE   6,000 0 0
Medtronic PLC Ordinary Shares G5960L103 10,777 133,772 SH   SOLE   133,772 0 0
NXP Semiconductors NV Ordinary Shares N6596X109 3,623 35,000 SH   SOLE   35,000 0 0
Banco Latinoamericano de Comercio Exterior SA Ordinary Shares P16994132 10,767 388,129 SH   SOLE   388,129 0 0
Access National Corp Ordinary Shares 004337101 2,718 90,529 SH   SOLE   90,529 0 0
Align Technology Inc Ordinary Shares 016255101 18,067 157,500 SH   SOLE   157,500 0 0
Alphabet Inc Ordinary Shares 02079K107 7,486 9,024 SH   SOLE   9,024 0 0
Amazon.com Inc Ordinary Shares 023135106 15,071 17,000 SH   SOLE   17,000 0 0
American Tower Corp Ordinary Shares 03027X100 7,779 64,000 SH   SOLE   64,000 0 0
American Woodmark Corp Ordinary Shares 030506109 10,732 116,907 SH   SOLE   116,907 0 0
Apple Inc Ordinary Shares 037833100 6,465 45,000 SH   SOLE   45,000 0 0
Autozone Inc Ordinary Shares 053332102 6,941 9,600 SH   SOLE   9,600 0 0
Baidu Inc American Depository Receipts 056752108 4,874 28,250 SH   SOLE   28,250 0 0
Berkshire Hathaway Inc Ordinary Shares 084670108 7,496 30 SH   SOLE   30 0 0
C.H. Robinson Worldwide Inc Ordinary Shares 12541W209 3,555 46,000 SH   SOLE   46,000 0 0
Cabela's Inc Ordinary Shares 126804301 4,727 89,000 SH   SOLE   89,000 0 0
Church & Dwight Co Inc Ordinary Shares 171340102 2,324 46,600 SH   SOLE   46,600 0 0
Cooper Companies Inc Ordinary Shares 216648402 7,076 35,400 SH   SOLE   35,400 0 0
Costco Wholesale Corp Ordinary Shares 22160K105 6,708 40,000 SH   SOLE   40,000 0 0
Ctrip.Com International Ltd American Depository Receipts 22943F100 5,618 114,300 SH   SOLE   114,300 0 0
Diamond Hill Investment Group Inc Ordinary Shares 25264R207 5,646 29,023 SH   SOLE   29,023 0 0
Dorman Products Inc Ordinary Shares 258278100 2,952 35,938 SH   SOLE   35,938 0 0
Facebook Inc Ordinary Shares 30303M102 7,813 55,000 SH   SOLE   55,000 0 0
Fastenal Co Ordinary Shares 98954M203 1,635 31,750 SH   SOLE   31,750 0 0
Genesee & Wyoming Inc Ordinary Shares 98954M204 3,393 50,000 SH   SOLE   50,000 0 0
Gentex Corp Ordinary Shares 371901109 11,518 540,000 SH   SOLE   540,000 0 0
Genomic Health Inc Ordinary Shares 37244C101 4,155 131,935 SH   SOLE   131,935 0 0
Grupo Aeroportuario del Pacifico SAB de CV American Depository Receipts 400506101 1,117 11,500 SH   SOLE   11,500 0 0
Grupo Aeroportuario del Sureste SAB de CV American Depository Receipts 40051E202 1,109 6,400 SH   SOLE   6,400 0 0
HDFC Bank Ltd American Depository Receipts 40415F101 11,911 158,350 SH   SOLE   158,350 0 0
Huntington Bancshares Inc Ordinary Shares 446150104 1,339 100,000 SH   SOLE   100,000 0 0
IPG Photonics Corp Ordinary Shares 44980X109 16,476 136,500 SH   SOLE   136,500 0 0
Infinera Corp Ordinary Shares 45667G103 10,645 1,040,600 SH   SOLE   1,040,600 0 0
Ionis Pharmaceuticals Inc Ordinary Shares 462222100 10,412 259,000 SH   SOLE   259,000 0 0
Jones Lang LaSalle Inc Ordinary Shares 48020Q107 6,297 56,500 SH   SOLE   56,500 0 0
KAR Auction Services Inc Ordinary Shares 48238T109 8,852 202,708 SH   SOLE   202,708 0 0
KapStone Paper and Packaging Corp Ordinary Shares 48562P103 2,550 110,400 SH   SOLE   110,400 0 0
Kinder Morgan Inc Ordinary Shares 49456B101 6,087 280,000 SH   SOLE   280,000 0 0
LCI Industries Ordinary Shares 50189K103 9,947 99,670 SH   SOLE   99,670 0 0
Level 3 Communications Inc Ordinary Shares 52729N308 7,720 134,918 SH   SOLE   134,918 0 0
Markel Corp Ordinary Shares 570535104 15,321 15,700 SH   SOLE   15,700 0 0
MasterCard Inc Ordinary Shares 57636Q104 6,242 55,500 SH   SOLE   55,500 0 0
MercadoLibre Inc Ordinary Shares 58733R102 1,057 5,000 SH   SOLE   5,000 0 0
Natus Medical Inc Ordinary Shares 639050103 5,373 136,900 SH   SOLE   136,900 0 0
Oaktree Capital Group LLC Unit 674001201 5,938 131,072 SH   SOLE   131,072 0 0
Panera Bread Co Ordinary Shares 69840W108 6,678 25,500 SH   SOLE   25,500 0 0
Proto Labs Inc Ordinary Shares 743713109 2,044 40,000 SH   SOLE   40,000 0 0
ResMed Inc Ordinary Shares 761152107 14,466 201,000 SH   SOLE   201,000 0 0
SBA Communications Corp Ordinary Shares 78410G104 13,843 115,000 SH   SOLE   115,000 0 0
Sabre Corp Ordinary Shares 78573M104 3,390 160,000 SH   SOLE   160,000 0 0
Spirit Airlines Inc Ordinary Shares 848577102 2,707 51,000 SH   SOLE   51,000 0 0
Splunk Inc Ordinary Shares 848637104 9,624 154,500 SH   SOLE   154,500 0 0
STAG Industrial Inc Real Estate Trust 85254J102 4,128 165,000 SH   SOLE   165,000 0 0
Starbucks Corp Ordinary Shares 855244109 4,671 80,000 SH   SOLE   80,000 0 0
Syngenta AG American Depository Receipts 98954M202 6,823 77,101 SH   SOLE   77,101 0 0
TRI Pointe Group Inc Ordinary Shares 87265H109 2,508 200,000 SH   SOLE   200,000 0 0
Taiwan Semiconductor Manufacturing Co Ltd American Depository Receipts 874039100 8,128 247,500 SH   SOLE   247,500 0 0
Texas Roadhouse Inc Ordinary Shares 882681109 14,046 315,429 SH   SOLE   315,429 0 0
Thor Industries Inc Ordinary Shares 885160101 11,055 115,000 SH   SOLE   115,000 0 0
TOWNE BANK Ordinary Shares 89214P109 3,728 115,068 SH   SOLE   115,068 0 0
Tractor Supply Co Ordinary Shares 892356106 6,173 89,500 SH   SOLE   89,500 0 0
TripAdvisor Inc Ordinary Shares 896945201 2,158 50,000 SH   SOLE   50,000 0 0
Ultimate Software Group Inc Ordinary Shares 90385D107 9,175 47,000 SH   SOLE   47,000 0 0
Under Armour Inc Ordinary Shares 904311206 3,141 171,614 SH   SOLE   171,614 0 0
Varex Imaging Corp Ordinary Shares 92214X106 900 26,800 SH   SOLE   26,800 0 0
Varian Medical Systems Inc Ordinary Shares 92220P105 6,106 67,000 SH   SOLE   67,000 0 0
Watsco Inc Ordinary Shares 942622200 2,649 18,500 SH   SOLE   18,500 0 0
XPO Logistics Inc Ordinary Shares 983793100 15,852 331,000 SH   SOLE   331,000 0 0