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
ADOBE INC COM 00724F101 24,259 91,028 SH   SOLE   37,903 0 53,125
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 95,230 521,950 SH   SOLE   218,830 0 303,120
APPLIED MATLS INC COM 038222105 68,754 1,733,582 SH   SOLE   728,483 0 1,005,099
ARAMARK COM 03852U106 75,255 2,546,717 SH   SOLE   1,070,602 0 1,476,115
AUTODESK INC COM 052769106 41,655 267,327 SH   SOLE   111,183 0 156,144
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 30,034 858,873 SH   SOLE   722,120 0 136,753
BRUNSWICK CORP COM 117043109 21,067 418,585 SH   SOLE   176,380 0 242,205
CELGENE CORP COM 151020104 20,958 222,179 SH   SOLE   74,023 0 148,156
CEMEX SAB DE CV SPON ADR NEW 151290889 71,575 15,425,705 SH   SOLE   6,458,518 0 8,967,187
CERNER CORP COM 156782104 34,780 607,949 SH   SOLE   192,617 0 415,332
COHEN & STEERS INC COM 19247A100 23,219 549,350 SH   SOLE   227,308 0 322,042
COMCAST CORP NEW CL A 20030N101 44,669 1,117,267 SH   SOLE   464,934 0 652,333
CREDICORP LTD COM G2519Y108 15,167 63,208 SH   SOLE   52,447 0 10,761
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 16,735 468,525 SH   SOLE   159,249 0 309,276
D R HORTON INC COM 23331A109 29,261 707,101 SH   SOLE   296,011 0 411,090
DESPEGAR COM CORP ORD SHS G27358103 27,880 1,871,168 SH   SOLE   1,006,492 0 864,676
DISNEY WALT CO COM DISNEY 254687106 57,795 520,528 SH   SOLE   219,048 0 301,480
EBAY INC COM 278642103 78,316 2,108,729 SH   SOLE   882,551 0 1,226,178
EDITAS MEDICINE INC COM 28106W103 11,590 474,065 SH   SOLE   136,000 0 338,065
FARFETCH LTD ORD SH CL A 30744W107 32,077 1,192,015 SH   SOLE   500,190 0 691,825
GOLDMAN SACHS GROUP INC COM 38141G104 103,708 540,169 SH   SOLE   215,863 0 324,306
HARLEY DAVIDSON INC COM 412822108 6,111 171,381 SH   SOLE   71,291 0 100,090
HOMOLOGY MEDICINES INC COM 438083107 4,585 165,327 SH   SOLE   0 0 165,327
ICICI BK LTD ADR 45104G104 39,227 3,422,912 SH   SOLE   1,402,595 0 2,020,317
ILLUMINA INC COM 452327109 52,484 168,922 SH   SOLE   56,276 0 112,646
IQIYI INC SPONSORED ADS 46267X108 6,491 271,357 SH   SOLE   226,863 0 44,494
JD COM INC SPON ADR CL A 47215P106 10,033 332,756 SH   SOLE   277,216 0 55,540
JOHNSON CTLS INTL PLC SHS G51502105 42,139 1,140,748 SH   SOLE   473,131 0 667,617
LABORATORY CORP AMER HLDGS COM NEW 50540R409 78,928 515,944 SH   SOLE   185,291 0 330,653
LAUDER ESTEE COS INC CL A 518439104 43,684 263,873 SH   SOLE   109,717 0 154,156
LAZARD LTD SHS A G54050102 11,962 330,990 SH   SOLE   277,504 0 53,486
LIONS GATE ENTMNT CORP CL A VTG 535919401 7,386 472,272 SH   SOLE   199,365 0 272,907
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 5,305 351,367 SH   SOLE   148,123 0 203,244
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 40,505 1,467,510 SH   SOLE   775,835 0 691,675
MARSH & MCLENNAN COS INC COM 571748102 13,570 144,510 SH   SOLE   56,599 0 87,911
MEDIDATA SOLUTIONS INC COM 58471A105 72,187 985,634 SH   SOLE   341,560 0 644,074
MEDTRONIC PLC SHS G5960L103 44,661 490,359 SH   SOLE   155,933 0 334,426
MICRON TECHNOLOGY INC COM 595112103 54,762 1,324,980 SH   SOLE   551,756 0 773,224
MOHAWK INDS INC COM 608190104 22,337 177,054 SH   SOLE   73,209 0 103,845
NEWMONT MNG CORP COM 651639106 72,290 2,020,980 SH   SOLE   848,908 0 1,172,072
NIKE INC CL B 654106103 38,013 451,414 SH   SOLE   189,173 0 262,241
NUVASIVE INC COM 670704105 3,715 65,415 SH   SOLE   0 0 65,415
ORACLE CORP COM 68389X105 24,854 462,761 SH   SOLE   184,608 0 278,153
PLANET FITNESS INC CL A 72703H101 4,404 64,087 SH   SOLE   0 0 64,087
ROPER TECHNOLOGIES INC COM 776696106 26,189 76,583 SH   SOLE   31,225 0 45,358
SPOTIFY TECHNOLOGY S A SHS L8681T102 24,139 173,917 SH   SOLE   72,830 0 101,087
STANLEY BLACK & DECKER INC COM 854502101 46,319 340,162 SH   SOLE   142,038 0 198,124
STERICYCLE INC COM 858912108 40,292 740,376 SH   SOLE   306,558 0 433,818
T MOBILE US INC COM 872590104 9,595 138,869 SH   SOLE   56,238 0 82,631
TAPESTRY INC COM 876030107 57,134 1,758,516 SH   SOLE   738,503 0 1,020,013
TELADOC HEALTH INC COM 87918A105 32,092 577,185 SH   SOLE   166,640 0 410,545
THERMO FISHER SCIENTIFIC INC COM 883556102 54,610 199,512 SH   SOLE   63,194 0 136,318
TIFFANY & CO NEW COM 886547108 21,822 206,740 SH   SOLE   86,481 0 120,259
TRANSDIGM GROUP INC COM 893641100 29,337 64,619 SH   SOLE   26,976 0 37,643
TRIMBLE INC COM 896239100 36,709 908,633 SH   SOLE   381,917 0 526,716
TRIPADVISOR INC COM 896945201 3,907 75,907 SH   SOLE   31,895 0 44,012
V F CORP COM 918204108 19,489 224,244 SH   SOLE   94,364 0 129,880
VEEVA SYS INC CL A COM 922475108 4,849 38,225 SH   SOLE   0 0 38,225
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 53,976 6,721,691 SH   SOLE   3,424,905 0 3,296,786
ZILLOW GROUP INC CL C CAP STK 98954M200 65,936 1,897,990 SH   SOLE   796,840 0 1,101,150