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 2,917 12,000 SH   DFND 2 12,000 0 0
ALLERGAN PLC SHS G0177J108 729 3,000 SH   DFND 1 0 0 3,000
ALPHABET INC CAP STK CL C 02079K107 26,764 29,452 SH   DFND 1 0 0 29,452
ALPHABET INC CAP STK CL C 02079K107 13,387 14,732 SH   DFND 2 0 0 14,732
ALPHABET INC CAP STK CL A 02079K305 40,332 43,383 SH   DFND 1 35,294 0 8,089
ALPHABET INC CAP STK CL A 02079K305 22,539 24,244 SH   DFND 2 19,407 0 4,837
AMAZON COM INC COM 023135106 1,355 1,400 SH   DFND 1 0 0 1,400
AMAZON COM INC COM 023135106 1,936 2,000 SH   DFND 2 2,000 0 0
APPLE INC COM 037833100 446 3,100 SH   DFND 1 0 0 3,100
APPLE INC COM 037833100 1,224 8,500 SH   DFND 2 8,500 0 0
ARAMARK COM 03852U106 1,213 29,600 SH   DFND 1 0 0 29,600
ARAMARK COM 03852U106 4,213 102,800 SH   DFND 2 102,800 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 9,235 203,600 SH   DFND 1 203,600 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 49,127 1,083,047 SH   DFND 2 810,500 0 272,547
BAIDU INC SPON ADR REP A 056752108 267,883 1,497,725 SH   DFND 2 1,202,000 0 295,725
BAIDU INC SPON ADR REP A 056752108 207,873 1,162,209 SH   DFND 1 919,480 0 242,729
BANCO MACRO SA SPON ADR B 05961W105 10,399 112,800 SH   DFND 2 112,800 0 0
BECTON DICKINSON & CO COM 075887109 88,619 454,200 SH   DFND 1 352,800 0 101,400
BECTON DICKINSON & CO COM 075887109 46,417 237,900 SH   DFND 2 144,700 0 93,200
BIOGEN INC COM 09062X103 1,682 6,200 SH   DFND 1 0 0 6,200
BIOGEN INC COM 09062X103 2,714 10,000 SH   DFND 2 10,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 454 5,000 SH   DFND 1 0 0 5,000
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,726 19,000 SH   DFND 2 19,000 0 0
CARMAX INC COM 143130102 1,703 27,000 SH   DFND 1 0 0 27,000
CAVIUM INC COM 14964U108 1,491 24,000 SH   DFND 2 24,000 0 0
CAVIUM INC COM 14964U108 398 6,400 SH   DFND 1 0 0 6,400
CERNER CORP COM 156782104 7,784 117,100 SH   DFND 2 117,100 0 0
CERNER CORP COM 156782104 2,759 41,500 SH   DFND 1 0 0 41,500
CHINA BIOLOGIC PRODS INC COM 16938C106 2,671 23,620 SH   DFND 1 23,620 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 14,475 127,983 SH   DFND 2 84,763 0 43,220
CHINA LIFE INS CO LTD SPON ADR REP H 16939P106 1,768 115,255 SH   DFND 1 0 0 115,255
CISCO SYS INC COM 17275R102 939 30,000 SH   DFND 1 0 0 30,000
CISCO SYS INC COM 17275R102 3,975 127,000 SH   DFND 2 127,000 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 42,865 506,261 SH   DFND 1 316,185 0 190,076
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 7,716 91,128 SH   DFND 2 91,128 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 183,231 2,759,507 SH   DFND 1 2,151,379 0 608,128
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 212,169 3,195,310 SH   DFND 2 2,919,591 0 275,719
COMCAST CORP NEW CL A 20030N101 45,110 1,159,052 SH   DFND 2 697,402 0 461,650
COMCAST CORP NEW CL A 20030N101 86,121 2,212,762 SH   DFND 1 1,769,746 0 443,016
COSTCO WHSL CORP NEW COM 22160K105 2,671 16,700 SH   DFND 1 0 0 16,700
COSTCO WHSL CORP NEW COM 22160K105 9,385 58,683 SH   DFND 2 58,683 0 0
CRITEO S A SPONS ADS 226718104 38,971 794,520 SH   DFND 1 678,920 0 115,600
CRITEO S A SPONS ADS 226718104 55,729 1,136,172 SH   DFND 2 960,172 0 176,000
ECOLAB INC COM 278865100 5,907 44,500 SH   DFND 1 31,300 0 13,200
ECOLAB INC COM 278865100 9,824 74,000 SH   DFND 2 74,000 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 1,187 65,100 SH   DFND 1 0 0 65,100
EMBRAER S A SP ADR REP 4 COM 29082A107 658 36,100 SH   DFND 2 36,100 0 0
EQUINIX INC COM PAR $0.001 29444U700 2,017 4,700 SH   DFND 1 0 0 4,700
EQUINIX INC COM PAR $0.001 29444U700 1,717 4,000 SH   DFND 2 4,000 0 0
FACEBOOK INC CL A 30303M102 2,446 16,200 SH   DFND 1 0 0 16,200
FACEBOOK INC CL A 30303M102 7,081 46,900 SH   DFND 2 46,900 0 0
FLOWSERVE CORP COM 34354P105 3,250 70,000 SH   DFND 2 70,000 0 0
FLOWSERVE CORP COM 34354P105 613 13,200 SH   DFND 1 0 0 13,200
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 119,584 1,216,030 SH   DFND 1 1,018,490 0 197,540
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 166,393 1,692,021 SH   DFND 2 1,348,300 0 343,721
HUNT J B TRANS SVCS INC COM 445658107 1,992 21,800 SH   DFND 1 0 0 21,800
HUNT J B TRANS SVCS INC COM 445658107 1,581 17,300 SH   DFND 2 17,300 0 0
ICON PLC SHS G4705A100 9,596 98,133 SH   DFND 2 98,133 0 0
INFOSYS LTD SPONSORED ADR 456788108 232,567 15,483,824 SH   DFND 1 12,194,800 0 3,289,024
INFOSYS LTD SPONSORED ADR 456788108 266,818 17,764,181 SH   DFND 2 15,021,940 0 2,742,241
INTUIT COM 461202103 29,989 225,805 SH   DFND 1 147,905 0 77,900
INTUIT COM 461202103 28,444 214,171 SH   DFND 2 151,771 0 62,400
JOHNSON & JOHNSON COM 478160104 741 5,600 SH   DFND 1 0 0 5,600
JOHNSON & JOHNSON COM 478160104 2,950 22,300 SH   DFND 2 22,300 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 314 3,000 SH   DFND 1 0 0 3,000
KANSAS CITY SOUTHERN COM NEW 485170302 1,266 12,100 SH   DFND 2 12,100 0 0
LAUDER ESTEE COS INC CL A 518439104 1,824 19,000 SH   DFND 2 19,000 0 0
LAUDER ESTEE COS INC CL A 518439104 442 4,600 SH   DFND 1 0 0 4,600
LILLY ELI & CO COM 532457108 50,071 608,400 SH   DFND 1 455,000 0 153,400
LILLY ELI & CO COM 532457108 28,204 342,700 SH   DFND 2 218,300 0 124,400
LUXOFT HLDG INC ORD SHS CL A G57279104 14,513 238,500 SH   DFND 2 238,500 0 0
MEDTRONIC PLC SHS G5960L103 50,863 573,100 SH   DFND 1 436,700 0 136,400
MEDTRONIC PLC SHS G5960L103 26,662 300,420 SH   DFND 2 184,150 0 116,270
MICROSOFT CORP COM 594918104 74,526 1,081,188 SH   DFND 1 858,111 0 223,077
MICROSOFT CORP COM 594918104 43,194 626,633 SH   DFND 2 398,108 0 228,525
NETEASE INC SPONSORED ADR 64110W102 294,711 980,310 SH   DFND 1 770,427 0 209,883
NETEASE INC SPONSORED ADR 64110W102 368,931 1,227,194 SH   DFND 2 1,032,704 0 194,490
NIELSEN HLDGS PLC SHS EUR G6518L108 2,451 63,400 SH   DFND 1 0 0 63,400
NIELSEN HLDGS PLC SHS EUR G6518L108 3,827 99,000 SH   DFND 2 99,000 0 0
OMNICOM GROUP INC COM 681919106 1,111 13,400 SH   DFND 1 0 0 13,400
OMNICOM GROUP INC COM 681919106 10,205 123,100 SH   DFND 2 123,100 0 0
ORACLE CORP COM 68389X105 41,220 822,100 SH   DFND 1 646,500 0 175,600
ORACLE CORP COM 68389X105 25,461 507,800 SH   DFND 2 320,800 0 187,000
PAYCHEX INC COM 704326107 911 16,000 SH   DFND 1 0 0 16,000
PAYCHEX INC COM 704326107 3,388 59,500 SH   DFND 2 59,500 0 0
S&P GLOBAL INC COM 78409V104 1,752 12,000 SH   DFND 1 0 0 12,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 143,154 4,094,804 SH   DFND 1 2,772,630 0 1,322,174
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 32,820 938,800 SH   DFND 2 648,600 0 290,200
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 13,628 1,010,202 SH   DFND 1 706,944 0 303,258
TRACTOR SUPPLY CO COM 892356106 2,076 38,300 SH   DFND 2 38,300 0 0
TRACTOR SUPPLY CO COM 892356106 1,241 22,900 SH   DFND 1 0 0 22,900
TYLER TECHNOLOGIES INC COM 902252105 527 3,000 SH   DFND 1 0 0 3,000
TYLER TECHNOLOGIES INC COM 902252105 1,686 9,600 SH   DFND 2 9,600 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,686 22,000 SH   DFND 2 22,000 0 0
VERISK ANALYTICS INC COM 92345Y106 3,164 37,500 SH   DFND 1 0 0 37,500
VERISK ANALYTICS INC COM 92345Y106 3,881 46,000 SH   DFND 2 46,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 105,074 9,959,600 SH   DFND 1 7,841,900 0 2,117,700
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 155,551 14,744,203 SH   DFND 2 11,838,403 0 2,905,800
VISA INC COM CL A 92826C839 61,060 651,100 SH   DFND 1 506,500 0 144,600
VISA INC COM CL A 92826C839 37,043 395,000 SH   DFND 2 243,100 0 151,900
WAL-MART STORES INC COM 931142103 757 10,000 SH   DFND 1 0 0 10,000
WAL-MART STORES INC COM 931142103 4,314 57,000 SH   DFND 2 57,000 0 0
ZOETIS INC CL A 98978V103 1,372 22,000 SH   DFND 2 22,000 0 0
ZOETIS INC CL A 98978V103 873 14,000 SH   DFND 1 0 0 14,000