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
Credicorp Ltd Ordinary Shares G2519Y108 1,076 6,000 SH   SOLE   6,000 0 0
Medtronic PLC Ordinary Shares G5960L103 15,777 177,772 SH   SOLE   177,772 0 0
Banco Latinoamericano de Comercio Exterior SA Ordinary Shares P16994132 10,627 388,129 SH   SOLE   388,129 0 0
Access National Corp Ordinary Shares 004337101 2,401 90,529 SH   SOLE   90,529 0 0
Alibaba Group Holding Ltd American Depository Receipts 00BP41ZD1 338 2,400 SH   SOLE   2,400 0 0
Align Technology Inc Ordinary Shares 016255101 17,564 117,000 SH   SOLE   117,000 0 0
Alphabet Inc Ordinary Shares 02079K107 8,200 9,024 SH   SOLE   9,024 0 0
Amazon.com Inc Ordinary Shares 023135106 16,456 17,000 SH   SOLE   17,000 0 0
American Tower Corp Ordinary Shares 03027X100 8,468 64,000 SH   SOLE   64,000 0 0
American Woodmark Corp Ordinary Shares 030506109 4,838 50,636 SH   SOLE   50,636 0 0
Apple Inc Ordinary Shares 037833100 6,481 45,000 SH   SOLE   45,000 0 0
Autozone Inc Ordinary Shares 053332102 4,164 7,300 SH   SOLE   7,300 0 0
Baidu Inc American Depository Receipts 056752108 313 1,750 SH   SOLE   1,750 0 0
Berkshire Hathaway Inc Ordinary Shares 084670108 7,641 30 SH   SOLE   30 0 0
Broadridge Financial Solutions Inc Ordinary Shares 00B1VP7R6 1,889 25,000 SH   SOLE   25,000 0 0
C.H. Robinson Worldwide Inc Ordinary Shares 12541W209 3,159 46,000 SH   SOLE   46,000 0 0
Church & Dwight Co Inc Ordinary Shares 171340102 2,418 46,600 SH   SOLE   46,600 0 0
Cooper Companies Inc Ordinary Shares 216648402 8,475 35,400 SH   SOLE   35,400 0 0
Costco Wholesale Corp Ordinary Shares 22160K105 6,397 40,000 SH   SOLE   40,000 0 0
Ctrip.Com International Ltd American Depository Receipts 22943F100 9,350 173,600 SH   SOLE   173,600 0 0
Diamond Hill Investment Group Inc Ordinary Shares 25264R207 5,787 29,023 SH   SOLE   29,023 0 0
Dorman Products Inc Ordinary Shares 258278100 2,975 35,938 SH   SOLE   35,938 0 0
Facebook Inc Ordinary Shares 30303M102 8,304 55,000 SH   SOLE   55,000 0 0
FactSet Research Systems Inc Ordinary Shares 002329770 3,033 18,250 SH   SOLE   18,250 0 0
Fastenal Co Ordinary Shares 98954M203 1,600 36,750 SH   SOLE   36,750 0 0
Genesee & Wyoming Inc Ordinary Shares 98954M204 3,420 50,000 SH   SOLE   50,000 0 0
Gentex Corp Ordinary Shares 371901109 10,244 540,000 SH   SOLE   540,000 0 0
Genomic Health Inc Ordinary Shares 37244C101 4,294 131,935 SH   SOLE   131,935 0 0
GrubHub Inc Ordinary Shares 00BKY7XF2 1,526 35,000 SH   SOLE   35,000 0 0
Grupo Aeroportuario del Pacifico SAB de CV American Depository Receipts 400506101 1,291 11,500 SH   SOLE   11,500 0 0
Grupo Aeroportuario del Sureste SAB de CV American Depository Receipts 40051E202 1,347 6,400 SH   SOLE   6,400 0 0
HDFC Bank Ltd American Depository Receipts 40415F101 9,858 113,350 SH   SOLE   113,350 0 0
Huntington Bancshares Inc Ordinary Shares 446150104 1,352 100,000 SH   SOLE   100,000 0 0
IPG Photonics Corp Ordinary Shares 44980X109 19,806 136,500 SH   SOLE   136,500 0 0
Infinera Corp Ordinary Shares 45667G103 7,054 661,100 SH   SOLE   661,100 0 0
Ionis Pharmaceuticals Inc Ordinary Shares 462222100 13,175 259,000 SH   SOLE   259,000 0 0
Jones Lang LaSalle Inc Ordinary Shares 48020Q107 7,063 56,500 SH   SOLE   56,500 0 0
KAR Auction Services Inc Ordinary Shares 48238T109 8,508 202,708 SH   SOLE   202,708 0 0
KapStone Paper and Packaging Corp Ordinary Shares 48562P103 2,278 110,400 SH   SOLE   110,400 0 0
Kinder Morgan Inc Ordinary Shares 49456B101 5,365 280,000 SH   SOLE   280,000 0 0
LCI Industries Ordinary Shares 50189K103 10,206 99,670 SH   SOLE   99,670 0 0
Lakeland Financial Corp Ordinary Shares 002537528 2,294 50,000 SH   SOLE   50,000 0 0
Markel Corp Ordinary Shares 570535104 7,709 7,900 SH   SOLE   7,900 0 0
MasterCard Inc Ordinary Shares 57636Q104 11,598 95,500 SH   SOLE   95,500 0 0
McCormick & Company Inc Ordinary Shares 002550161 1,950 20,000 SH   SOLE   20,000 0 0
MercadoLibre Inc Ordinary Shares 58733R102 6,507 25,937 SH   SOLE   25,937 0 0
Natus Medical Inc Ordinary Shares 639050103 5,106 136,900 SH   SOLE   136,900 0 0
Oaktree Capital Group LLC Unit 674001201 6,108 131,072 SH   SOLE   131,072 0 0
Paycom Software Inc Ordinary Shares 70432V102 10,125 148,000 SH   SOLE   148,000 0 0
Proto Labs Inc Ordinary Shares 743713109 2,690 40,000 SH   SOLE   40,000 0 0
ResMed Inc Ordinary Shares 761152107 15,652 201,000 SH   SOLE   201,000 0 0
SBA Communications Corp Ordinary Shares 78410G104 15,514 115,000 SH   SOLE   115,000 0 0
SVB FINANCIAL GROUP Ordinary Shares 002808053 1,758 10,000 SH   SOLE   10,000 0 0
Sabre Corp Ordinary Shares 78573M104 3,483 160,000 SH   SOLE   160,000 0 0
Spirit Airlines Inc Ordinary Shares 848577102 2,634 51,000 SH   SOLE   51,000 0 0
Splunk Inc Ordinary Shares 848637104 8,790 154,500 SH   SOLE   154,500 0 0
STAG Industrial Inc Ordinary Shares 85254J102 4,554 165,000 SH   SOLE   165,000 0 0
Starbucks Corp Ordinary Shares 855244109 11,370 195,000 SH   SOLE   195,000 0 0
TRI Pointe Group Inc Ordinary Shares 87265H109 2,638 200,000 SH   SOLE   200,000 0 0
Taiwan Semiconductor Manufacturing Co Ltd American Depository Receipts 98954M205 8,653 247,500 SH   SOLE   247,500 0 0
Texas Roadhouse Inc Ordinary Shares 882681109 13,524 265,429 SH   SOLE   265,429 0 0
Thor Industries Inc Ordinary Shares 885160101 12,020 115,000 SH   SOLE   115,000 0 0
Tractor Supply Co Ordinary Shares 892356106 4,852 89,500 SH   SOLE   89,500 0 0
Ultimate Software Group Inc Ordinary Shares 90385D107 9,873 47,000 SH   SOLE   47,000 0 0
Under Armour Inc Ordinary Shares 904311206 3,460 171,614 SH   SOLE   171,614 0 0
Varian Medical Systems Inc Ordinary Shares 92220P105 6,914 67,000 SH   SOLE   67,000 0 0
Watsco Inc Ordinary Shares 942622200 12,336 80,000 SH   SOLE   80,000 0 0
XPO Logistics Inc Ordinary Shares 983793100 25,917 401,000 SH   SOLE   401,000 0 0