Veredus Asset Management 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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
3M CO	Com	88579Y101	320	1,539	SH		SOLE	0	0	0	1,539
ABBVIE	Com	00287Y109	1,043	14,384	SH		SOLE	0	13,694	0	690
ACCENTURE LTD BERMUDA	Com	G1151C101	3,080	24,900	SH		SOLE	0	0	0	24,900
ADECCO GROUP ADR	Com	006754204	2,365	62,000	SH		SOLE	0	0	0	62,000
ADIDAS AG SPON ADR	Com	00687A107	2,908	30,300	SH		SOLE	0	0	0	30,300
AEGON NV-ORD AMERICAN REGD	Com	007924103	3,006	588,200	SH		SOLE	0	0	0	588,200
AERCAP HOLDINGS NV	Com	N00985106	20,228	435,664	SH		SOLE	0	144,664	0	291,000
ALIBABA GROUP HOLDING	Com	01609W102	10,375	73,629	SH		SOLE	0	24,629	0	49,000
ALLERGAN, INC	Com	G0177J108	28,861	118,727	SH		SOLE	0	16,127	0	102,600
ALLIANZ AKTIENGESELLSCHAF ADR	Com	018805101	1,587	80,250	SH		SOLE	0	66,051	0	14,199
ALPHABET INC	Com	02079K305	33,327	35,848	SH		SOLE	0	5,794	0	30,054
ALTRIA GROUP INC COM	Com	02209S103	33,946	455,836	SH		SOLE	0	87,959	0	367,877
AMDOCS LTD	Com	G02602103	19,606	304,159	SH		SOLE	0	101,059	0	203,100
AMERICAN INTL GROUP INC	Com	026874784	14,598	233,492	SH		SOLE	0	6,192	0	227,300
AMERIPRISE FINANCIAL INC	Com	03076C106	36,484	286,619	SH		SOLE	0	47,233	0	239,386
AMERISOURCE BERGEN CORP	Com	03073E105	9,349	98,904	SH		SOLE	0	16,026	0	82,878
AMGEN INC	Com	031162100	28,440	165,125	SH		SOLE	0	26,542	0	138,583
ANTHEM, INC	Com	036752103	27,815	147,851	SH		SOLE	0	23,513	0	124,338
AON CORP.	Com	G0408V102	62,998	473,843	SH		SOLE	0	112,752	0	361,091
APPLE COMPUTER INC	Com	037833100	39,955	277,428	SH		SOLE	0	44,529	0	232,899
APPLIED MATERIALS	Com	038222105	15,465	374,356	SH		SOLE	0	9,556	0	364,800
ASHTEAD GROUP PLC UNSP	Com	045055100	8,363	100,350	SH		SOLE	0	33,350	0	67,000
ASSURANT INC	Com	04621X108	15,761	152,004	SH		SOLE	0	3,704	0	148,300
ASTELLAS PHARMA INC	Com	04623U102	9,955	813,965	SH		SOLE	0	263,965	0	550,000
ASTRAZENECA PLC-SPONS ADR	Com	046353108	9,280	251,738	SH		SOLE	0	96,738	0	155,000
AT&T INC COM	Com	00206R102	8,367	221,757	SH		SOLE	0	57,040	0	164,717
AUTOZONE INC	Com	053332102	246	432	SH		SOLE	0	432	0	0
AXA- SPONS ADR	Com	054536107	13,511	490,257	SH		SOLE	0	191,218	0	299,039
BAIDU INC	Com	056752108	10,911	61,005	SH		SOLE	0	20,205	0	40,800
BANCO SANTANDER CHILE NEW	Com	05965X109	18,549	729,985	SH		SOLE	0	243,585	0	486,400
BANCO SANTANDER SA ADS	Com	05964H105	23,916	3,574,941	SH		SOLE	0	1,194,941	0	2,380,000
BANK NOVA SCOTIA HALIFAX	Com	064149107	16,947	281,830	SH		SOLE	0	105,718	0	176,112
BANK OF AMERICA CORPORATION	Com	060505104	23,869	983,900	SH		SOLE	0	74,925	0	908,975
BANK OF MONTREAL	Com	063671101	21,139	287,830	SH		SOLE	0	96,830	0	191,000
BEST BUY INC COM	Com	086516101	16,973	296,065	SH		SOLE	0	7,295	0	288,770
BLACKROCK INC	Com	09247X101	27,545	65,210	SH		SOLE	0	11,046	0	54,164
BNP PARIBAS PA ADR	Com	05565A202	22,152	609,307	SH		SOLE	0	204,307	0	405,000
BRITISH AMERN TOB PLC ADR	Com	110448107	18,906	275,851	SH		SOLE	0	59,851	0	216,000
BROADCOM LTD	Com	Y09827109	25,746	110,473	SH		SOLE	0	37,273	0	73,200
CA INC.	Com	12673P105	2,226	64,571	SH		SOLE	0	52,959	0	11,612
CANADIAN NATL RY CO	Com	136375102	22,264	274,681	SH		SOLE	0	92,381	0	182,300
CARDINAL HEALTH INC.	Com	14149Y108	395	5,066	SH		SOLE	0	1,185	0	3,881
CARNIVAL CORP-CL A	Com	143658300	42,370	646,189	SH		SOLE	0	97,869	0	548,320
CARNIVAL PLC	Com	14365C103	20,976	317,241	SH		SOLE	0	102,541	0	214,700
CBS CORPORATION	Com	124857202	45,720	716,841	SH		SOLE	0	81,244	0	635,597
CELGENE CORP	Com	151020104	23,614	181,829	SH		SOLE	0	29,660	0	152,169
CEMEX	Com	151290889	15,092	1,602,188	SH		SOLE	0	537,228	0	1,064,960
CENTENE CORP	Com	15135B101	13,932	174,408	SH		SOLE	0	4,408	0	170,000
CHECK POINT SOFTWARE TECH	Com	M22465104	14,568	133,554	SH		SOLE	0	45,254	0	88,300
CHEVRON CORP NEW COM	Com	166764100	1,556	14,923	SH		SOLE	0	10,734	0	4,189
CHINA OVERSEAS LAND & INVESTME	Com	169403201	7,317	83,071	SH		SOLE	0	28,071	0	55,000
CHINA PETE & CHEM CORP	Com	16941R108	2,801	35,630	SH		SOLE	0	630	0	35,000
CISCO SYS INC COM	Com	17275R102	45,481	1,453,049	SH		SOLE	0	264,438	0	1,188,611
CITIZENS FINANCIAL GROUP INC	Com	174610105	64,903	1,819,023	SH		SOLE	0	236,203	0	1,582,820
COACH INC	Com	189754104	14,250	300,998	SH		SOLE	0	40,639	0	260,359
COCA COLA	Com	191216100	204	4,550	SH		SOLE	0	1,950	0	2,600
CORNING INC	Com	219350105	11,467	381,612	SH		SOLE	0	6,612	0	375,000
CRH PLC ADR	Com	12626K203	16,108	454,124	SH		SOLE	0	152,124	0	302,000
CRITEO SA ADS	Com	226718104	8,038	163,861	SH		SOLE	0	54,861	0	109,000
CTRIP.COM INTL LTD ADS	Com	22943F100	18,216	338,224	SH		SOLE	0	113,224	0	225,000
CVS CAREMARK CORPORATION COM	Com	126650100	16,881	209,805	SH		SOLE	0	30,877	0	178,928
DBS GROUP HOLDINGS LTD	Com	23304Y100	18,543	306,514	SH		SOLE	0	102,514	0	204,000
DELPHI AUTOMOTIVE PLC	Com	G27823106	55,061	628,202	SH		SOLE	0	145,024	0	483,178
DELTA AIRLINES	Com	247361702	25,800	480,080	SH		SOLE	0	77,801	0	402,279
DISCOVER FINANCIAL SERVICES	Com	254709108	28,592	459,761	SH		SOLE	0	75,889	0	383,872
DISCOVERY COMMUNICATIONS INC.	Com	25470F302	12,950	513,693	SH		SOLE	0	12,393	0	501,300
DOMINION ENERGY INC	Com	25746U109	519	6,778	SH		SOLE	0	200	0	6,578
DOW CHEMICAL CO	Com	260543103	18,980	300,923	SH		SOLE	0	72,315	0	228,608
E ON SE SPONS ADR	Com	268780103	6,749	718,040	SH		SOLE	0	237,040	0	481,000
EATON CORP PLC	Com	G29183103	2,096	26,941	SH		SOLE	0	22,203	0	4,738
ELI LILLY & CO	Com	532457108	202	2,455	SH		SOLE	0	1,455	0	1,000
EMERSON ELEC CO COM	Com	291011104	1,719	28,826	SH		SOLE	0	21,234	0	7,592
ENERGY TRANSFER EQUITY LP	Ltd Partn	29273V100	303	16,884	SH		SOLE	0	16,884	0	0
EXXON MOBIL	Com	30231G102	916	11,342	SH		SOLE	0	6,674	0	4,668
F5 NETWORKS	Com	315616102	50,569	397,991	SH		SOLE	0	49,706	0	348,285
FEDEX CORP	Com	31428X106	18,952	87,204	SH		SOLE	0	14,044	0	73,160
FIRST DATA CORP	Com	32008D106	8,893	488,616	SH		SOLE	0	79,333	0	409,283
FORTESCUE METAL GROUP	Com	34959A206	2,815	350,600	SH		SOLE	0	0	0	350,600
FRESENIUS MEDICAL CARE AG & CO	Com	358029106	395	8,163	SH		SOLE	0	8,163	0	0
FUJIFILM HOLDINGS CORP	Com	35958N107	19,122	531,334	SH		SOLE	0	176,334	0	355,000
FUJITSU LIMITED ADR	Com	359590304	3,516	95,700	SH		SOLE	0	0	0	95,700
GARMIN LTD	Com	H2906T109	1,394	27,307	SH		SOLE	0	21,961	0	5,346
GEELY AUTOMOBILE HLDGS	Com	36847Q103	4,600	105,500	SH		SOLE	0	0	0	105,500
GENERAL MILLS	Com	370334104	1,148	20,717	SH		SOLE	0	4,967	0	15,750
GLAXOSMITHKLINE PLC	Com	37733W105	938	21,749	SH		SOLE	0	21,749	0	0
GOLDMAN SACHS GROUP INC COM	Com	38141G104	35,922	161,882	SH		SOLE	0	26,315	0	135,567
GRIFOLS, S.A. ADR	Com	398438408	20,380	964,500	SH		SOLE	0	313,900	0	650,600
GRUPO FINANCIERO SANTANDER MEX	Com	40053C105	16,813	1,744,087	SH		SOLE	0	577,887	0	1,166,200
HALLIBURTON CO	Com	406216101	7,223	169,105	SH		SOLE	0	27,420	0	141,685
HCA HEALTHCARE INC	Com	40412C101	31,576	362,117	SH		SOLE	0	58,865	0	303,252
HDFC BANK LTD	Com	40415F101	24,880	286,073	SH		SOLE	0	96,073	0	190,000
HENNES & MAURITZ ADR	Com	425883105	2,951	596,700	SH		SOLE	0	0	0	596,700
HOLLYSYS AUTOMATION, LTD	Com	G45667105	9,042	544,375	SH		SOLE	0	182,775	0	361,600
HOME DEPOT	Com	437076102	59,752	389,517	SH		SOLE	0	49,733	0	339,784
HSBC HLDGS PLC ADR	Com	404280406	1,297	27,964	SH		SOLE	0	22,847	0	5,117
ICON PLC - AMERICAN DEPOSITARY	Com	G4705A100	26,898	275,061	SH		SOLE	0	92,161	0	182,900
IHS MARKIT LTD	Com	G47567105	18,321	416,004	SH		SOLE	0	139,004	0	277,000
ILLINOIS TOOL WKS INC COM	Com	452308109	44,769	312,519	SH		SOLE	0	49,785	0	262,734
ING GROUP N V	Com	456837103	24,650	1,417,506	SH		SOLE	0	516,187	0	901,319
INTEL CORP	Com	458140100	40,177	1,190,777	SH		SOLE	0	228,801	0	961,976
INVESCO PLC	Com	G491BT108	23,713	673,852	SH		SOLE	0	163,378	0	510,474
IPG PHOTONICS	Com	44980X109	26,600	183,318	SH		SOLE	0	29,432	0	153,886
ISHARES BARCLAYS TIPS BOND FUN	ETF	464287176	396	0	SH		SOLE	0	0	0	0
ITAU UNIBANCO HOLDINGS SA	Com	465562106	13,062	1,182,111	SH		SOLE	0	317,411	0	864,700
J P MORGAN CHASE & CO	Com	46625H100	52,390	573,189	SH		SOLE	0	93,808	0	479,381
JAZZ PHARMACEUTICALS INC	Com	G50871105	643	4,135	SH		SOLE	0	2,108	0	2,027
JOHNSON & JOHNSON COM	Com	478160104	854	6,458	SH		SOLE	0	3,545	0	2,913
JOHNSON CONTROLS INTERNATIONAL	Com	G51502105	278	6,407	SH		SOLE	0	0	0	6,407
JULIUS BAER GROUP	Com	48137C108	383	36,378	SH		SOLE	0	36,378	0	0
KB FINANCIAL GROUP INC	Com	48241A105	2,121	42,000	SH		SOLE	0	0	0	42,000
KENTUCKY BANCSHARES INC	Com	491203105	331	8,400	SH		SOLE	0	8,400	0	0
KERING UNSPONSORED ADR	Com	492089107	3,677	107,500	SH		SOLE	0	0	0	107,500
KUBOTA CORPORATION ADR	Com	501173207	17,976	212,820	SH		SOLE	0	71,220	0	141,600
LAM RESEARCH	Com	512807108	16,001	113,135	SH		SOLE	0	2,535	0	110,600
LAZARD LTD	Com	G54050102	14,582	314,746	SH		SOLE	0	99,646	0	215,100
LINCOLN NATIONAL CORP	Com	534187109	47,659	705,233	SH		SOLE	0	83,661	0	621,572
LVMH Moet Hennessy	Com	502441306	17,790	354,279	SH		SOLE	0	119,279	0	235,000
LYONDELLBASELL INDUSTRIES	Com	N53745100	18,974	224,838	SH		SOLE	0	76,064	0	148,774
MAGNA INTERNATIONAL INC	Com	559222401	9,688	209,106	SH		SOLE	0	45,956	0	163,150
MAKITA CORP ADR	Com	560877300	18,155	489,628	SH		SOLE	0	161,428	0	328,200
MARATHON PETROLEUM CORP	Com	56585A102	26,256	501,741	SH		SOLE	0	84,488	0	417,253
MCDONALDS CORP	Com	580135101	18,498	120,775	SH		SOLE	0	6,371	0	114,404
MELCO RESORTS AND ENTERTAINMEN	Com	585464100	2,110	94,000	SH		SOLE	0	0	0	94,000
MERCK & CO INC	Com	58933Y105	209	3,268	SH		SOLE	0	2,568	0	700
MICROSOFT CORP	Com	594918104	990	14,363	SH		SOLE	0	8,430	0	5,933
MITSUBISHI UFJ FINL GROUP ADR	Com	606822104	13,040	1,931,798	SH		SOLE	0	644,498	0	1,287,300
MOBILE TELESYSTEMS OJSC	Com	607409109	14,302	1,706,729	SH		SOLE	0	572,729	0	1,134,000
MORGAN STANLEY COM NEW	Com	617446448	15,144	339,867	SH		SOLE	0	8,567	0	331,300
NABORS INDUSTRIES INC	Com	G6359F103	84	10,310	SH		SOLE	0	10,310	0	0
NATIONAL GRID TRANSCO PLC ADR	Com	636274409	1,434	22,834	SH		SOLE	0	18,327	0	4,507
NAVIENT CORPORATION	Com	63938C108	16,426	986,561	SH		SOLE	0	25,071	0	961,490
NETAPP	Com	64110D104	13,917	347,495	SH		SOLE	0	8,395	0	339,100
NETEASE INC. ADR	Com	64110W102	23,134	76,955	SH		SOLE	0	22,255	0	54,700
NEW ORIENTAL EDUCATION ADR	Com	647581107	19,964	283,222	SH		SOLE	0	96,222	0	187,000
NIKE INC CL B	Com	654106103	15,395	260,924	SH		SOLE	0	6,224	0	254,700
NIPPON TELEG & TEL CORP	Com	654624105	18,566	394,005	SH		SOLE	0	128,005	0	266,000
NISSAN MOTORS	Com	654744408	12,089	604,925	SH		SOLE	0	151,135	0	453,790
NOVO-NORDISK A S ADR	Com	670100205	3,435	80,080	SH		SOLE	0	0	0	80,080
NTT DOCOMO, IN	Com	62942M201	303	12,817	SH		SOLE	0	12,817	0	0
NUVEEN KENTUCKY MUNICIPAL BOND	Com	67065R804	947	87,152	SH		SOLE	0	0	0	87,152
NVIDIA CORP	Com	67066g104	23,480	162,427	SH		SOLE	0	25,886	0	136,541
NVR INC	Com	62944T105	49,622	20,585	SH		SOLE	0	3,328	0	17,257
NXPI TENDER	Com	N65990017	356	3,254	SH		SOLE	0	3,254	0	0
OMEGA HEALTHCARE INVS	Com	681936100	14,857	449,937	SH		SOLE	0	98,738	0	351,199
ON SEMICONDUCTOR CORP	Com	682189105	41,753	2,973,830	SH		SOLE	0	473,683	0	2,500,147
ORIX CORP ADR	Com	686330101	21,883	280,802	SH		SOLE	0	93,002	0	187,800
OSHKOSH CORPORATION	Com	688239201	21,952	336,808	SH		SOLE	0	73,981	0	262,827
PACWEST BANCORP	Com	695263103	1,265	27,090	SH		SOLE	0	22,095	0	4,995
PEPSICO INC COM	Com	713448108	221	1,914	SH		SOLE	0	1,114	0	800
PFIZER INC	Com	717081103	17,349	516,501	SH		SOLE	0	84,706	0	431,795
PHILIP MORRIS INTL INC COM	Com	718172109	3,178	27,059	SH		SOLE	0	22,566	0	4,493
PLAINS ALL AMERICAN PIPELINE L	Ltd Partn	726503105	249	9,460	SH		SOLE	0	9,200	0	260
PRICELINE INC	Com	741503403	42,083	22,498	SH		SOLE	0	3,637	0	18,861
PRINCIPAL FINANCIAL GRP	Com	74251V102	14,859	231,911	SH		SOLE	0	7,011	0	224,900
PROCTER & GAMBLE	Com	742718109	1,032	11,840	SH		SOLE	0	6,351	0	5,489
PUBLIC SVC ENTERPRISE	Com	744573106	15,186	353,092	SH		SOLE	0	56,706	0	296,386
PULTEGROUP INC.	Com	745867101	18,987	774,058	SH		SOLE	0	129,210	0	644,848
QORVO, INC	Com	74736K101	31,965	504,815	SH		SOLE	0	81,577	0	423,238
QUINTILES TRANSNATIONAL HLDG	Com	74876Y101	28,219	315,290	SH		SOLE	0	51,014	0	264,276
RAYMOND JAMES FINANCIAL INC	Com	754730109	15,294	190,649	SH		SOLE	0	4,549	0	186,100
RELX PLX	Com	759530108	260	11,885	SH		SOLE	0	11,885	0	0
REPSOL S.A.	Com	76026T205	24,570	1,594,513	SH		SOLE	0	518,513	0	1,076,000
RIO TINTO PLC ADR	Com	767204100	47,417	1,120,708	SH		SOLE	0	257,379	0	863,329
ROBERT HALF INTL	Com	770323103	14,297	298,283	SH		SOLE	0	7,683	0	290,600
ROSS STORES INC COM	Com	778296103	12,952	224,350	SH		SOLE	0	5,306	0	219,044
RYANAIR HOLDINGS PLC ADR	Com	783513203	30,552	283,914	SH		SOLE	0	83,989	0	199,925
SBERBANK OF RUSSIA	Com	80585Y308	7,655	737,154	SH		SOLE	0	246,154	0	491,000
SEAGATE TECH	Com	G7945M107	2,286	59,000	SH		SOLE	0	0	0	59,000
SENSATA TECHNOLOGIES HOLDING N	Com	N7902X106	16,065	376,047	SH		SOLE	0	126,047	0	250,000
SHAW COMMUNICATIONS	Com	82028K200	1,159	53,165	SH		SOLE	0	43,308	0	9,857
SHIRE PLC (ADS)	Com	82481R106	19,558	118,338	SH		SOLE	0	38,238	0	80,100
SIEMENS A G ADR	Com	826197501	14,544	210,347	SH		SOLE	0	70,347	0	140,000
SK TELECOM CO	Com	78440p108	3,086	120,200	SH		SOLE	0	0	0	120,200
SOFTBANK CORP UNSP ADR	Com	83404D109	9,055	222,477	SH		SOLE	0	46,277	0	176,200
SOUTH32	Com	84473l105	2,801	272,200	SH		SOLE	0	0	0	272,200
SOUTHWEST AIRLINES	Com	844741108	30,148	485,165	SH		SOLE	0	77,553	0	407,612
STANTEC, INC	Com	85472N109	11,018	438,955	SH		SOLE	0	146,555	0	292,400
STAPLES INC.	Com	855030102	12,597	1,250,902	SH		SOLE	0	30,202	0	1,220,700
STATE STR CORP COM	Com	857477103	19,458	216,849	SH		SOLE	0	35,196	0	181,653
STRYKER CORP	Com	863667101	23,914	172,313	SH		SOLE	0	24,322	0	147,991
SUN LIFE FINANCIAL	Com	866796105	16,059	449,177	SH		SOLE	0	171,147	0	278,030
SUNTRUST BANKS INC	Com	867914103	30,396	535,889	SH		SOLE	0	86,532	0	449,357
TAHOE RESOURCES INC.	Com	873868103	88	10,266	SH		SOLE	0	10,266	0	0
TAIWAN SEMICONDUCTOR MFG CO AD	Com	874039100	26,094	746,421	SH		SOLE	0	249,421	0	497,000
TATA MOTORS LTD ADR	Com	876568502	8,352	253,010	SH		SOLE	0	84,010	0	169,000
TE CONNECTIVITY LTD.	Com	H84989104	36,166	459,656	SH		SOLE	0	75,435	0	384,221
TELUS CORP NV	Com	87971M103	13,329	386,117	SH		SOLE	0	125,817	0	260,300
THOMSON REUTERS CORP	Com	884903105	3,194	68,995	SH		SOLE	0	2,095	0	66,900
TJX COMPANIES	Com	872540109	13,292	184,182	SH		SOLE	0	4,682	0	179,500
TOKYO ELECTRON LTD	Com	889110102	3,676	108,800	SH		SOLE	0	0	0	108,800
TOTAL SA	Com	89151E109	67,446	1,360,075	SH		SOLE	0	319,160	0	1,040,915
UNILEVER NV	Com	904784709	5,485	99,233	SH		SOLE	0	99,233	0	0
UNION PAC CORP COM	Com	907818108	20,472	187,979	SH		SOLE	0	30,581	0	157,398
UNITED HEALTHCARE CORP	Com	91324p102	61,060	329,303	SH		SOLE	0	53,146	0	276,157
UNITED RENTALS INC	Com	911363109	35,339	313,544	SH		SOLE	0	51,013	0	262,531
UNITED TECHNOLOGIES CORP COM	Com	913017109	37,584	307,792	SH		SOLE	0	50,816	0	256,976
VALE SA	Com	91912E105	2,874	328,500	SH		SOLE	0	0	0	328,500
VANGUARD BD INDEX FD INC	Short Term Bond	921937827	1,145	14,343	SH		SOLE	0	14,343	0	0
VANGUARD FTSE DEVELOPED	ETF	921943858	322	7,804	SH		SOLE	0	7,804	0	0
VANGUARD INTERMEDIATE-TERM COR	Int Term Corp	92206C870	355	4,058	SH		SOLE	0	4,058	0	0
VEDANTA LTD ADR	Com	92242Y100	3,061	197,200	SH		SOLE	0	0	0	197,200
VERIZON COMMUNICATIONS	Com	92343V104	13,480	301,825	SH		SOLE	0	58,495	0	243,330
VERMILION ENERGY INC	Com	923725105	16,582	522,592	SH		SOLE	0	190,058	0	332,534
VIPSHOP HOLDINGS LTD ADS	Com	92763W103	8,565	811,733	SH		SOLE	0	271,733	0	540,000
WESTERN DIGITAL CORP	Com	958102105	15,657	176,716	SH		SOLE	0	4,716	0	172,000
WESTPAC BKG CORP	Com	961214301	18,398	786,231	SH		SOLE	0	291,580	0	494,651
WHIRLPOOL CORP	Com	963320106	38,473	200,776	SH		SOLE	0	32,355	0	168,421
WNS HOLDINGS LTD	Com	92932M101	13,823	402,310	SH		SOLE	0	134,310	0	268,000
WOLSELEY PLC SPN ADR	Com	977868306	2,863	464,000	SH		SOLE	0	0	0	464,000
WYNDHAM WORLDWIDE CORP	Com	98310W108	24,747	246,466	SH		SOLE	0	39,751	0	206,715
XL GROUP PLC	Com	G98294104	15,983	364,908	SH		SOLE	0	8,808	0	356,100
YANDEX N.V.	Com	N97284108	16,656	634,766	SH		SOLE	0	213,766	0	421,000
YUM! BRANDS INC	Com	988498101	16,809	227,892	SH		SOLE	0	5,792	0	222,100
YY INC ADS	Com	98426T106	6,043	104,144	SH		SOLE	0	34,144	0	70,000