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
ALPHABET INC CAP STK CL C 02079K107 1,448 1,298 SH   DFND 2 0 0 1,298
ALPHABET INC CAP STK CL C 02079K107 3,785 3,393 SH   DFND 1 0 0 3,393
ALPHABET INC CAP STK CL A 02079K305 25,174 22,294 SH   DFND 1 19,594 0 2,700
ALPHABET INC CAP STK CL A 02079K305 21,327 18,887 SH   DFND 2 15,327 0 3,560
AMAZON COM INC COM 023135106 2,380 1,400 SH   DFND 1 0 0 1,400
AMAZON COM INC COM 023135106 3,400 2,000 SH   DFND 2 2,000 0 0
ARAMARK COM 03852U106 701 18,900 SH   DFND 1 18,900 0 0
ARAMARK COM 03852U106 2,634 71,000 SH   DFND 2 71,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 475 4,700 SH   DFND 1 4,700 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 15,581 154,268 SH   DFND 2 141,976 0 12,292
AVERY DENNISON CORP COM 053611109 2,757 27,000 SH   DFND 2 27,000 0 0
AVERY DENNISON CORP COM 053611109 878 8,600 SH   DFND 1 8,600 0 0
BAIDU INC SPON ADR REP A 056752108 238,677 982,209 SH   DFND 1 842,580 0 139,629
BAIDU INC SPON ADR REP A 056752108 373,654 1,537,671 SH   DFND 2 1,289,646 0 248,025
BANCO MACRO SA SPON ADR B 05961W105 5,738 97,600 SH   DFND 2 97,600 0 0
BECTON DICKINSON & CO COM 075887109 81,786 341,400 SH   DFND 1 277,000 0 64,400
BECTON DICKINSON & CO COM 075887109 54,296 226,650 SH   DFND 2 152,650 0 74,000
BIOGEN INC COM 09062X103 2,032 7,000 SH   DFND 1 3,300 0 3,700
BIOGEN INC COM 09062X103 3,483 12,000 SH   DFND 2 12,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 471 5,000 SH   DFND 1 5,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,355 25,000 SH   DFND 2 25,000 0 0
CERNER CORP COM 156782104 1,895 31,700 SH   DFND 1 10,700 0 21,000
CERNER CORP COM 156782104 2,631 44,000 SH   DFND 2 44,000 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 3,956 39,826 SH   DFND 1 39,826 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 20,246 203,826 SH   DFND 2 131,998 0 71,828
CHINA LIFE INS CO LTD SPON ADR REP H 16939P106 1,589 124,355 SH   DFND 1 0 0 124,355
CHURCH & DWIGHT INC COM 171340102 59,614 1,121,400 SH   DFND 1 905,900 0 215,500
CHURCH & DWIGHT INC COM 171340102 41,284 776,600 SH   DFND 2 516,800 0 259,800
CISCO SYS INC COM 17275R102 1,274 29,600 SH   DFND 1 29,600 0 0
CISCO SYS INC COM 17275R102 4,432 103,000 SH   DFND 2 103,000 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 16,532 292,966 SH   DFND 1 234,109 0 58,857
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 3,359 59,528 SH   DFND 2 59,528 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 337,841 4,277,007 SH   DFND 1 3,721,379 0 555,628
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 455,907 5,771,710 SH   DFND 2 5,384,291 0 387,419
COMCAST CORP NEW CL A 20030N101 2,723 83,000 SH   DFND 2 83,000 0 0
COMCAST CORP NEW CL A 20030N101 528 16,100 SH   DFND 1 16,100 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,180 20,000 SH   DFND 1 8,000 0 12,000
COSTCO WHSL CORP NEW COM 22160K105 12,389 59,283 SH   DFND 2 59,283 0 0
DESPEGAR COM CORP ORD SHS G27358103 4,105 195,741 SH   DFND 2 195,741 0 0
ECOLAB INC COM 278865100 95,116 677,800 SH   DFND 1 568,600 0 109,200
ECOLAB INC COM 278865100 63,513 452,600 SH   DFND 2 292,500 0 160,100
EMBRAER S A SP ADR REP 4 COM 29082A107 884 35,500 SH   DFND 2 35,500 0 0
EQUIFAX INC COM 294429105 2,027 16,200 SH   DFND 1 6,200 0 10,000
EQUIFAX INC COM 294429105 2,502 20,000 SH   DFND 2 20,000 0 0
FACEBOOK INC CL A 30303M102 1,729 8,900 SH   DFND 1 4,600 0 4,300
FACEBOOK INC CL A 30303M102 2,138 11,000 SH   DFND 2 11,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 122,680 1,397,430 SH   DFND 1 1,304,490 0 92,940
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 210,089 2,393,084 SH   DFND 2 2,028,563 0 364,521
GLOBANT S A COM L44385109 1,051 18,500 SH   DFND 2 18,500 0 0
GLOBANT S A COM L44385109 1,225 21,572 SH   DFND 1 0 0 21,572
HUNT J B TRANS SVCS INC COM 445658107 3,172 26,100 SH   DFND 1 7,100 0 19,000
HUNT J B TRANS SVCS INC COM 445658107 2,796 23,000 SH   DFND 2 23,000 0 0
ICON PLC SHS G4705A100 25,212 190,233 SH   DFND 2 190,233 0 0
INFOSYS LTD SPONSORED ADR 456788108 210,762 10,847,260 SH   DFND 1 9,349,920 0 1,497,340
INFOSYS LTD SPONSORED ADR 456788108 297,178 15,294,781 SH   DFND 2 13,588,440 0 1,706,341
INTUIT COM 461202103 62,784 307,305 SH   DFND 1 250,705 0 56,600
INTUIT COM 461202103 45,636 223,371 SH   DFND 2 161,771 0 61,600
ISHARES INC MSCI STH KOR ETF 464286772 6,238 92,133 SH   DFND 2 92,133 0 0
JOHNSON & JOHNSON COM 478160104 5,448 44,900 SH   DFND 1 44,900 0 0
JOHNSON & JOHNSON COM 478160104 11,200 92,300 SH   DFND 2 92,300 0 0
LAUDER ESTEE COS INC CL A 518439104 342 2,400 SH   DFND 1 2,400 0 0
LAUDER ESTEE COS INC CL A 518439104 1,284 9,000 SH   DFND 2 9,000 0 0
LILLY ELI & CO COM 532457108 44,022 515,900 SH   DFND 2 340,900 0 175,000
LILLY ELI & CO COM 532457108 68,674 804,800 SH   DFND 1 652,600 0 152,200
MEDTRONIC PLC SHS G5960L103 104,102 1,216,000 SH   DFND 1 1,000,600 0 215,400
MEDTRONIC PLC SHS G5960L103 69,046 806,520 SH   DFND 2 530,250 0 276,270
MICROSOFT CORP COM 594918104 80,277 814,088 SH   DFND 1 662,811 0 151,277
MICROSOFT CORP COM 594918104 54,239 550,033 SH   DFND 2 357,408 0 192,625
NETEASE INC SPONSORED ADR 64110W102 227,248 899,387 SH   DFND 1 771,827 0 127,560
NETEASE INC SPONSORED ADR 64110W102 336,752 1,332,773 SH   DFND 2 1,171,083 0 161,690
NEVRO CORP COM 64157F103 1,310 16,400 SH   DFND 1 6,400 0 10,000
NEVRO CORP COM 64157F103 2,236 28,000 SH   DFND 2 28,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 2,289 74,000 SH   DFND 2 74,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 1,692 54,700 SH   DFND 1 20,700 0 34,000
OMNICOM GROUP INC COM 681919106 3,737 49,000 SH   DFND 2 49,000 0 0
OMNICOM GROUP INC COM 681919106 595 7,800 SH   DFND 1 7,800 0 0
ORACLE CORP COM 68389X105 62,248 1,412,800 SH   DFND 1 1,191,100 0 221,700
ORACLE CORP COM 68389X105 41,646 945,200 SH   DFND 2 615,600 0 329,600
PAYCHEX INC COM 704326107 622 9,100 SH   DFND 1 9,100 0 0
PAYCHEX INC COM 704326107 2,734 40,000 SH   DFND 2 40,000 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 2,547 22,300 SH   DFND 1 22,300 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 5,654 49,500 SH   DFND 2 49,500 0 0
S&P GLOBAL INC COM 78409V104 2,141 10,500 SH   DFND 1 0 0 10,500
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 76,173 2,083,494 SH   DFND 1 1,305,620 0 777,874
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 26,634 728,500 SH   DFND 2 728,500 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 551 31,077 SH   DFND 2 31,077 0 0
TYLER TECHNOLOGIES INC COM 902252105 2,354 10,600 SH   DFND 1 5,300 0 5,300
TYLER TECHNOLOGIES INC COM 902252105 3,065 13,800 SH   DFND 2 13,800 0 0
ULTA BEAUTY INC COM 90384S303 1,984 8,500 SH   DFND 1 2,000 0 6,500
ULTA BEAUTY INC COM 90384S303 1,167 5,000 SH   DFND 2 5,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 3,501 28,000 SH   DFND 2 28,000 0 0
VERISK ANALYTICS INC COM 92345Y106 3,143 29,200 SH   DFND 1 11,200 0 18,000
VERISK ANALYTICS INC COM 92345Y106 3,983 37,000 SH   DFND 2 37,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 2,732 251,800 SH   DFND 1 251,800 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 31,477 2,901,116 SH   DFND 2 2,194,516 0 706,600
VISA INC COM CL A 92826C839 96,569 729,100 SH   DFND 1 598,800 0 130,300
VISA INC COM CL A 92826C839 64,172 484,500 SH   DFND 2 314,300 0 170,200
WALMART INC COM 931142103 36,495 426,100 SH   DFND 2 285,900 0 140,200
WALMART INC COM 931142103 52,221 609,700 SH   DFND 1 499,600 0 110,100