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
ALLERGAN PLC SHS G0177J108 2,867 12,000 SH   DFND 2 12,000 0 0
ALLERGAN PLC SHS G0177J108 717 3,000 SH   DFND 1 0 0 3,000
ALPHABET INC CAP STK CL C 02079K107 25,179 30,352 SH   DFND 1 0 0 30,352
ALPHABET INC CAP STK CL C 02079K107 12,221 14,732 SH   DFND 2 0 0 14,732
ALPHABET INC CAP STK CL A 02079K305 37,882 44,683 SH   DFND 1 36,494 0 8,189
ALPHABET INC CAP STK CL A 02079K305 20,045 23,644 SH   DFND 2 18,807 0 4,837
AMAZON COM INC COM 023135106 1,241 1,400 SH   DFND 1 0 0 1,400
AMAZON COM INC COM 023135106 3,546 4,000 SH   DFND 2 4,000 0 0
APPLE INC COM 037833100 1,149 8,000 SH   DFND 1 0 0 8,000
APPLE INC COM 037833100 4,439 30,900 SH   DFND 2 30,900 0 0
ARAMARK COM 03852U106 2,629 71,300 SH   DFND 2 71,300 0 0
ARAMARK COM 03852U106 811 22,000 SH   DFND 1 0 0 22,000
AUTOHOME INC SP ADR RP CL A 05278C107 3,822 120,300 SH   DFND 2 120,300 0 0
BAIDU INC SPON ADR REP A 056752108 222,762 1,291,225 SH   DFND 2 1,016,300 0 274,925
BAIDU INC SPON ADR REP A 056752108 197,778 1,146,409 SH   DFND 1 909,080 0 237,329
BANCO MACRO SA SPON ADR B 05961W105 9,918 114,400 SH   DFND 2 114,400 0 0
BECTON DICKINSON & CO COM 075887109 97,315 530,500 SH   DFND 1 418,700 0 111,800
BECTON DICKINSON & CO COM 075887109 47,456 258,700 SH   DFND 2 153,400 0 105,300
BIOGEN INC COM 09062X103 1,695 6,200 SH   DFND 1 0 0 6,200
BIOGEN INC COM 09062X103 2,734 10,000 SH   DFND 2 10,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 272 3,100 SH   DFND 1 0 0 3,100
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,141 13,000 SH   DFND 2 13,000 0 0
CARMAX INC COM 143130102 1,362 23,000 SH   DFND 1 0 0 23,000
CAVIUM INC COM 14964U108 459 6,400 SH   DFND 1 0 0 6,400
CAVIUM INC COM 14964U108 1,290 18,000 SH   DFND 2 18,000 0 0
CERNER CORP COM 156782104 2,442 41,500 SH   DFND 1 0 0 41,500
CERNER CORP COM 156782104 6,756 114,800 SH   DFND 2 114,800 0 0
CHINA LIFE INS CO LTD SPON ADR REP H 16939P106 1,767 115,255 SH   DFND 1 0 0 115,255
CISCO SYS INC COM 17275R102 1,014 30,000 SH   DFND 1 0 0 30,000
CISCO SYS INC COM 17275R102 3,887 115,000 SH   DFND 2 115,000 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 37,955 529,361 SH   DFND 1 339,285 0 190,076
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 6,921 96,528 SH   DFND 2 96,528 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 109,761 1,844,107 SH   DFND 1 1,524,479 0 319,628
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 114,987 1,931,910 SH   DFND 2 1,734,391 0 197,519
COMCAST CORP NEW CL A 20030N101 43,445 1,155,752 SH   DFND 2 694,102 0 461,650
COMCAST CORP NEW CL A 20030N101 85,561 2,276,162 SH   DFND 1 1,833,146 0 443,016
COSTCO WHSL CORP NEW COM 22160K105 3,303 19,700 SH   DFND 1 0 0 19,700
COSTCO WHSL CORP NEW COM 22160K105 10,159 60,583 SH   DFND 2 60,583 0 0
CRITEO S A SPONS ADS 226718104 40,858 817,320 SH   DFND 1 701,720 0 115,600
CRITEO S A SPONS ADS 226718104 53,933 1,078,872 SH   DFND 2 902,872 0 176,000
DOLLAR GEN CORP NEW COM 256677105 1,694 24,300 SH   DFND 1 0 0 24,300
DOLLAR GEN CORP NEW COM 256677105 2,378 34,100 SH   DFND 2 34,100 0 0
ECOLAB INC COM 278865100 5,703 45,500 SH   DFND 1 31,300 0 14,200
ECOLAB INC COM 278865100 9,012 71,900 SH   DFND 2 71,900 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 1,113 50,400 SH   DFND 1 0 0 50,400
EMBRAER S A SP ADR REP 4 COM 29082A107 925 41,900 SH   DFND 2 41,900 0 0
EQUINIX INC COM PAR $0.001 29444U700 1,401 3,500 SH   DFND 1 0 0 3,500
FACEBOOK INC CL A 30303M102 6,506 45,800 SH   DFND 2 45,800 0 0
FACEBOOK INC CL A 30303M102 2,443 17,200 SH   DFND 1 0 0 17,200
FLOWSERVE CORP COM 34354P105 881 18,200 SH   DFND 1 0 0 18,200
FLOWSERVE CORP COM 34354P105 3,632 75,000 SH   DFND 2 75,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 118,106 1,334,230 SH   DFND 1 1,136,690 0 197,540
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 142,749 1,612,621 SH   DFND 2 1,268,900 0 343,721
HUNT J B TRANS SVCS INC COM 445658107 1,615 17,600 SH   DFND 1 0 0 17,600
ICON PLC SHS G4705A100 4,180 52,433 SH   DFND 2 52,433 0 0
INFOSYS LTD SPONSORED ADR 456788108 259,237 16,407,424 SH   DFND 1 13,081,300 0 3,326,124
INFOSYS LTD SPONSORED ADR 456788108 258,725 16,374,981 SH   DFND 2 13,632,740 0 2,742,241
INTUIT COM 461202103 25,901 223,305 SH   DFND 1 145,405 0 77,900
INTUIT COM 461202103 23,925 206,271 SH   DFND 2 143,871 0 62,400
JOHNSON & JOHNSON COM 478160104 697 5,600 SH   DFND 1 0 0 5,600
JOHNSON & JOHNSON COM 478160104 2,777 22,300 SH   DFND 2 22,300 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 2,007 23,400 SH   DFND 2 23,400 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 515 6,000 SH   DFND 1 0 0 6,000
LILLY ELI & CO COM 532457108 40,255 478,600 SH   DFND 1 355,300 0 123,300
LILLY ELI & CO COM 532457108 22,230 264,300 SH   DFND 2 174,400 0 89,900
LUXOFT HLDG INC ORD SHS CL A G57279104 14,918 238,500 SH   DFND 2 238,500 0 0
MEDTRONIC PLC SHS G5960L103 47,530 590,000 SH   DFND 1 453,600 0 136,400
MEDTRONIC PLC SHS G5960L103 23,066 286,320 SH   DFND 2 170,050 0 116,270
MICROSOFT CORP COM 594918104 73,440 1,115,088 SH   DFND 1 892,011 0 223,077
MICROSOFT CORP COM 594918104 40,256 611,233 SH   DFND 2 382,708 0 228,525
NETEASE INC SPONSORED ADR 64110W102 348,069 1,225,594 SH   DFND 2 977,104 0 248,490
NETEASE INC SPONSORED ADR 64110W102 310,585 1,093,610 SH   DFND 1 856,327 0 237,283
NIELSEN HLDGS PLC SHS EUR G6518L108 4,090 99,000 SH   DFND 2 99,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 2,784 67,400 SH   DFND 1 0 0 67,400
OMNICOM GROUP INC COM 681919106 1,155 13,400 SH   DFND 1 0 0 13,400
OMNICOM GROUP INC COM 681919106 10,354 120,100 SH   DFND 2 120,100 0 0
ORACLE CORP COM 68389X105 37,584 842,500 SH   DFND 1 669,800 0 172,700
ORACLE CORP COM 68389X105 20,998 470,700 SH   DFND 2 300,700 0 170,000
PAYCHEX INC COM 704326107 942 16,000 SH   DFND 1 0 0 16,000
PAYCHEX INC COM 704326107 3,505 59,500 SH   DFND 2 59,500 0 0
S&P GLOBAL INC COM 78409V104 1,307 10,000 SH   DFND 1 0 0 10,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 130,408 3,971,004 SH   DFND 1 2,691,630 0 1,279,374
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 35,014 1,066,200 SH   DFND 2 792,300 0 273,900
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 19,620 1,321,202 SH   DFND 1 931,344 0 389,858
TRACTOR SUPPLY CO COM 892356106 1,786 25,900 SH   DFND 1 0 0 25,900
TRACTOR SUPPLY CO COM 892356106 2,642 38,300 SH   DFND 2 38,300 0 0
TYLER TECHNOLOGIES INC COM 902252105 340 2,200 SH   DFND 1 0 0 2,200
TYLER TECHNOLOGIES INC COM 902252105 1,484 9,600 SH   DFND 2 9,600 0 0
UNITED TECHNOLOGIES CORP COM 913017109 673 6,000 SH   DFND 1 0 0 6,000
UNITED TECHNOLOGIES CORP COM 913017109 2,211 19,700 SH   DFND 2 19,700 0 0
VERISK ANALYTICS INC COM 92345Y106 2,799 34,500 SH   DFND 1 0 0 34,500
VERISK ANALYTICS INC COM 92345Y106 3,732 46,000 SH   DFND 2 46,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 141,608 10,615,300 SH   DFND 1 8,497,600 0 2,117,700
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 188,141 14,103,503 SH   DFND 2 11,197,703 0 2,905,800
VISA INC COM CL A 92826C839 59,454 669,000 SH   DFND 1 524,400 0 144,600
VISA INC COM CL A 92826C839 33,380 375,600 SH   DFND 2 231,900 0 143,700
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 685 22,000 SH   DFND 1 0 0 22,000