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
51job ADR 316827104 592 7,593 SH   SOLE   7,593 0 0
Abbott Laboratories Common Stock 002824100 81,522 749,074 SH   SOLE   712,536 0 36,538
Accenture Non-US Prime Listing G1151C101 1,116 4,940 SH   SOLE   4,940 0 0
Adobe Common Stock 00724F101 846,837 1,726,722 SH   SOLE   1,599,341 0 127,381
Alibaba Group Holding ADR 01609W102 978,330 3,327,879 SH   SOLE   3,041,675 0 286,204
Alphabet -CL A Common Stock 02079K305 602,495 411,091 SH   SOLE   383,508 0 27,583
Alphabet -CL C Common Stock 02079K107 18,559 12,629 SH   SOLE   11,741 0 888
Amazon.com Common Stock 023135106 552,114 175,345 SH   SOLE   166,727 0 8,618
Aon Non-US Incorp.Common Stock G0403H108 172,886 838,031 SH   SOLE   799,511 0 38,520
Arco Platform Non-US Prime Listing G04553106 390 9,555 SH   SOLE   9,555 0 0
AstraZeneca ADR 046353108 4,012 73,160 SH   SOLE   73,160 0 0
Autohome ADR 05278C107 781 8,139 SH   SOLE   8,139 0 0
Automatic Data Processing Common Stock 053015103 153,202 1,098,296 SH   SOLE   1,043,973 0 54,323
Baozun ADR 06684L103 626 19,279 SH   SOLE   19,279 0 0
Becton, Dickinson & Company Common Stock 075887109 66,840 287,258 SH   SOLE   273,327 0 13,931
Boston Scientific Common Stock 101137107 95,942 2,510,880 SH   SOLE   2,387,008 0 123,872
Burlington Stores Common Stock 122017106 155,987 756,884 SH   SOLE   720,557 0 36,327
Canadian Pacific Railway Non-US Prime Listing 13645T100 2,210 7,259 SH   SOLE   7,259 0 0
Endava ADR 29260V105 2,043 32,351 SH   SOLE   32,351 0 0
EPAM Systems Common Stock 29414B104 358,294 1,108,309 SH   SOLE   1,053,801 0 54,508
Facebook Common Stock 30303M102 687,720 2,625,890 SH   SOLE   2,426,727 0 199,163
Global Payments Common Stock 37940X102 122,048 687,286 SH   SOLE   654,915 0 32,371
Globant Non-US Prime Listing L44385109 1,402 7,822 SH   SOLE   7,822 0 0
GoDaddy Common Stock 380237107 122,159 1,607,986 SH   SOLE   1,515,716 0 92,270
Intuit Common Stock 461202103 266,494 816,937 SH   SOLE   777,514 0 39,423
iShares Russell 1000 Growth Exchange Traded Fund 464287614 117 539 SH   SOLE   539 0 0
JD.com ADR 47215P106 326,178 4,202,785 SH   SOLE   3,732,096 0 470,689
Keurig Dr Pepper Common Stock 49271V100 26,148 947,401 SH   SOLE   947,401 0 0
Lamar Advertising Common Stock 512816109 1,961 29,640 SH   SOLE   29,640 0 0
Marsh & McLennan Common Stock 571748102 943 8,220 SH   SOLE   8,220 0 0
MasterCard Common Stock 57636Q104 39,298 116,207 SH   SOLE   114,682 0 1,525
Microsoft Common Stock 594918104 944,526 4,490,684 SH   SOLE   4,172,827 0 317,857
Monster Beverage Common Stock 61174X109 149,588 1,865,201 SH   SOLE   1,780,953 0 84,248
Neurocrine Biosciences Common Stock 64125C109 80,463 836,766 SH   SOLE   795,567 0 41,199
New Oriental Education ADR 647581107 22,234 148,723 SH   SOLE   148,723 0 0
Nice Ltd ADR 653656108 9,171 40,396 SH   SOLE   40,396 0 0
Paypal Holdings Common Stock 70450Y103 754,761 3,830,692 SH   SOLE   3,541,975 0 288,717
Sirius XM Holdings Common Stock 82968B103 116,862 21,802,693 SH   SOLE   20,847,488 0 955,205
Stryker Corp Common Stock 863667101 9,964 47,819 SH   SOLE   47,819 0 0
Tencent Holdings ADR 88032Q109 504,181 7,472,168 SH   SOLE   7,043,151 0 429,017
Tencent Music Entertainment ADR 88034P109 763 51,681 SH   SOLE   51,681 0 0
Thermo Fisher Scientific Common Stock 883556102 6,360 14,405 SH   SOLE   13,535 0 870
United Parcel Service Common Stock 911312106 1,080 6,480 SH   SOLE   6,480 0 0
UnitedHealth Group Common Stock 91324P102 156,099 500,689 SH   SOLE   477,854 0 22,835
Vipshop Holdings ADR 92763W103 595 38,030 SH   SOLE   38,030 0 0
Visa Common Stock 92826C839 346,074 1,730,626 SH   SOLE   1,642,489 0 88,137
Zoetis Common Stock 98978V103 213,166 1,289,025 SH   SOLE   1,227,669 0 61,356