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
58 COM INC SPON ADR REP A 31680Q104 5,042 70,443 SH   SOLE 70,443 0 0
ADOBE SYS INC COM 00724F101 30,250 172,622 SH   SOLE 77,825 0 94,797
ADVANCE AUTO PARTS INC COM 00751Y106 51,694 518,535 SH   SOLE 236,285 0 282,250
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,695 27,231 SH   SOLE 27,231 0 0
APPLE INC COM 037833100 52,943 312,851 SH   SOLE 144,044 0 168,807
ARAMARK COM 03852U106 86,503 2,023,940 SH   SOLE 924,383 0 1,099,557
BAIDU INC SPON ADR REP A 056752108 47,429 202,506 SH   SOLE 92,291 0 110,215
BARRICK GOLD CORP COM 067901108 186 12,857 SH   SOLE 0 0 12,857
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 57,670 1,801,054 SH   SOLE 1,276,957 0 524,097
BRUNSWICK CORP COM 117043109 35,089 635,457 SH   SOLE 287,800 0 347,657
CELGENE CORP COM 151020104 65,075 623,562 SH   SOLE 284,702 0 338,860
CERNER CORP COM 156782104 33,823 501,919 SH   SOLE 228,540 0 273,379
COHEN & STEERS INC COM 19247A100 38,795 820,349 SH   SOLE 372,413 0 447,936
COMCAST CORP NEW CL A 20030N101 107,689 2,688,911 SH   SOLE 1,222,784 0 1,466,127
CREDICORP LTD COM G2519Y108 6,593 31,784 SH   SOLE 31,784 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 14,873 633,452 SH   SOLE 288,808 0 344,644
CRITEO S A SPONS ADS 226718104 17,928 688,788 SH   SOLE 315,466 0 373,322
EBAY INC COM 278642103 67,187 1,780,237 SH   SOLE 813,686 0 966,551
EDISON INTL COM 281020107 84,806 1,341,003 SH   SOLE 612,910 0 728,093
EDITAS MEDICINE INC COM 28106W103 18,869 614,052 SH   SOLE 277,056 0 336,996
FORTINET INC COM 34959E109 60,280 1,379,731 SH   SOLE 628,063 0 751,668
GOLDMAN SACHS GROUP INC COM 38141G104 81,207 318,770 SH   SOLE 133,257 0 185,513
HARLEY DAVIDSON INC COM 412822108 55,065 1,082,244 SH   SOLE 494,432 0 587,812
ICICI BK LTD ADR 45104G104 131,732 13,538,686 SH   SOLE 6,158,718 0 7,379,968
JD COM INC SPON ADR CL A 47215P106 6,599 159,328 SH   SOLE 159,328 0 0
JOHNSON CTLS INTL PLC SHS G51502105 64,856 1,701,830 SH   SOLE 773,978 0 927,852
KELLOGG CO COM 487836108 87,443 1,286,306 SH   SOLE 584,843 0 701,463
LABORATORY CORP AMER HLDGS COM NEW 50540R409 108,599 680,829 SH   SOLE 304,860 0 375,969
LAUDER ESTEE COS INC CL A 518439104 39,834 313,065 SH   SOLE 142,041 0 171,024
LAZARD LTD SHS A G54050102 28,856 549,630 SH   SOLE 390,349 0 159,281
LIONS GATE ENTMNT CORP CL A VTG 535919401 24,297 718,605 SH   SOLE 326,204 0 392,401
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 16,944 533,833 SH   SOLE 242,010 0 291,823
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 23,992 803,811 SH   SOLE 455,299 0 348,512
MARSH & MCLENNAN COS INC COM 571748102 74,166 911,226 SH   SOLE 415,906 0 495,320
MATCH GROUP INC COM 57665R106 35,056 1,119,624 SH   SOLE 512,029 0 607,595
MEDIDATA SOLUTIONS INC COM 58471A105 90,564 1,429,138 SH   SOLE 649,940 0 779,198
MEDTRONIC PLC SHS G5960L103 54,605 676,226 SH   SOLE 306,749 0 369,477
MOHAWK INDS INC COM 608190104 58,783 213,057 SH   SOLE 97,103 0 115,954
MONSANTO CO NEW COM 61166W101 68,957 590,503 SH   SOLE 269,953 0 320,550
MOSAIC CO NEW COM 61945C103 59,660 2,325,030 SH   SOLE 1,059,407 0 1,265,623
NEWMONT MINING CORP COM 651639106 153,947 4,103,076 SH   SOLE 1,875,274 0 2,227,802
NIKE INC CL B 654106103 117,069 1,871,577 SH   SOLE 852,629 0 1,018,948
NOMAD FOODS LTD USD ORD SHS G6564A105 175 10,346 SH   SOLE 0 0 10,346
ORACLE CORP COM 68389X105 88,703 1,876,129 SH   SOLE 863,506 0 1,012,623
RALPH LAUREN CORP CL A 751212101 47,553 458,609 SH   SOLE 208,759 0 249,850
ROPER TECHNOLOGIES INC COM 776696106 53,608 206,981 SH   SOLE 94,236 0 112,745
STANLEY BLACK & DECKER INC COM 854502101 51,581 303,972 SH   SOLE 140,693 0 163,279
STERICYCLE INC COM 858912108 76,006 1,117,895 SH   SOLE 508,698 0 609,197
T MOBILE US INC COM 872590104 97,397 1,533,545 SH   SOLE 700,265 0 833,280
THERMO FISHER SCIENTIFIC INC COM 883556102 50,336 265,093 SH   SOLE 103,755 0 161,338
TIFFANY & CO NEW COM 886547108 75,397 725,303 SH   SOLE 329,908 0 395,395
TIME WARNER INC COM NEW 887317303 83,170 909,250 SH   SOLE 416,814 0 492,436
TRANSDIGM GROUP INC COM 893641100 55,609 202,497 SH   SOLE 92,265 0 110,232
TRIPADVISOR INC COM 896945201 30,700 890,889 SH   SOLE 406,752 0 484,137
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 54,008 4,608,109 SH   SOLE 2,369,015 0 2,239,094