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
ABBVIE INC Common Stock 00287Y109 5,764 53,798 SH   SOLE   53,798 0 0
ACCENTURE PLC Common Stock G1151C101 328 1,255 SH   SOLE   1,255 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 5,528 59,533 SH   SOLE   59,533 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 5,149 43,454 SH   SOLE   43,454 0 0
ALCON INC Common Stock H01301128 3,900 59,109 SH   SOLE   59,109 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 388 1,668 SH   SOLE   1,668 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 6,454 12,077 SH   SOLE   12,077 0 0
ALPHABET INC Common Stock 02079K107 9,474 5,408 SH   SOLE   5,408 0 0
ALPHABET INC Common Stock 02079K305 12,372 7,059 SH   SOLE   7,059 0 0
AMAZON.COM INC Common Stock 023135106 12,103 3,716 SH   SOLE   3,716 0 0
AMEDISYS INC Common Stock 023436108 4,367 14,887 SH   SOLE   14,887 0 0
ANTHEM INC Common Stock 036752103 2,161 6,729 SH   SOLE   6,729 0 0
APPLE INC Common Stock 037833100 11,399 85,907 SH   SOLE   85,907 0 0
ASML HOLDING NV NY Reg Shrs N07059210 2,940 6,029 SH   SOLE   6,029 0 0
AUTODESK INC Common Stock 052769106 29,577 96,866 SH   SOLE   96,866 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 6,252 35,480 SH   SOLE   35,480 0 0
AUTOZONE INC Common Stock 053332102 7,948 6,705 SH   SOLE   6,705 0 0
BARRICK GOLD CORP Common Stock 067901108 2,533 111,202 SH   SOLE   111,202 0 0
BECTON DICKINSON AND CO Common Stock 075887109 29,174 116,592 SH   SOLE   116,592 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 62,586 28,100 SH   SOLE   28,100 0 0
BROADCOM INC Common Stock 11135F101 14,698 33,568 SH   SOLE   33,568 0 0
BURFORD CAPITAL LTD Common Stock G17977110 7,903 817,289 SH   SOLE   817,289 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 34,900 657,999 SH   SOLE   657,999 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 28,064 211,147 SH   SOLE   211,147 0 0
CITIGROUP INC Common Stock 172967424 4,572 74,150 SH   SOLE   74,150 0 0
COCA-COLA EUROPEAN PARTNERS PL Common Stock G25839104 4,061 81,489 SH   SOLE   81,489 0 0
CONCENTRIX CORP Common Stock 20602D101 2,375 24,058 SH   SOLE   24,058 0 0
CONSTELLATION BRANDS INC Common Stock 21036P108 2,765 12,623 SH   SOLE   12,623 0 0
DAQO NEW ENERGY CORP ADR 23703Q203 30,821 537,322 SH   SOLE   537,322 0 0
DENTSPLY SIRONA INC Common Stock 24906P109 8,488 162,114 SH   SOLE   162,114 0 0
DESCARTES SYSTEMS GROUP INC/TH Common Stock 249906108 5,893 100,849 SH   SOLE   100,849 0 0
EASTMAN CHEMICAL CO Common Stock 277432100 7,100 70,803 SH   SOLE   70,803 0 0
EBAY INC Common Stock 278642103 8,937 177,852 SH   SOLE   177,852 0 0
ELECTRONIC ARTS INC Common Stock 285512109 34,044 237,072 SH   SOLE   237,072 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 39,336 147,773 SH   SOLE   147,773 0 0
FACEBOOK INC Common Stock 30303M102 19,395 71,001 SH   SOLE   71,001 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 24,402 73,389 SH   SOLE   73,389 0 0
FIDELITY NATIONAL INFORMATION Common Stock 31620M106 6,964 49,232 SH   SOLE   49,232 0 0
FIRST AMERICAN FINANCIAL CORP Common Stock 31847R102 2,089 40,468 SH   SOLE   40,468 0 0
FOX CORP Common Stock 35137L105 17,186 590,192 SH   SOLE   590,192 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 3,668 140,966 SH   SOLE   140,966 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 2,137 50,402 SH   SOLE   50,402 0 0
GENERAC HOLDINGS INC Common Stock 368736104 4,292 18,875 SH   SOLE   18,875 0 0
GODADDY INC Common Stock 380237107 3,315 39,964 SH   SOLE   39,964 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 3,101 11,760 SH   SOLE   11,760 0 0
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E202 20,435 123,904 SH   SOLE   123,904 0 0
HDFC BANK LTD ADR 40415F101 1,538 21,291 SH   SOLE   21,291 0 0
HESS CORP Common Stock 42809H107 1,256 23,783 SH   SOLE   23,783 0 0
ICON PLC Common Stock G4705A100 22,380 114,782 SH   SOLE   114,782 0 0
INFOSYS LTD ADR 456788108 48,793 2,878,668 SH   SOLE   2,878,668 0 0
INGERSOLL RAND INC Common Stock 45687V106 9,186 201,628 SH   SOLE   201,628 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 12,199 105,814 SH   SOLE   105,814 0 0
INTUIT INC Common Stock 461202103 47,043 123,846 SH   SOLE   123,846 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 2,475 13,815 SH   SOLE   13,815 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 611 15,189 SH   SOLE   15,189 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 2,692 24,708 SH   SOLE   24,708 0 0
JD.COM INC ADR 47215P106 1,040 11,834 SH   SOLE   11,834 0 0
JOHNSON & JOHNSON Common Stock 478160104 45,402 288,484 SH   SOLE   288,484 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 10,282 77,844 SH   SOLE   77,844 0 0
KINROSS GOLD CORP Common Stock 496902404 2,456 334,592 SH   SOLE   334,592 0 0
LEAR CORP Common Stock 521865204 13,956 87,755 SH   SOLE   87,755 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 2,457 21,001 SH   SOLE   21,001 0 0
MASTERCARD INC Common Stock 57636Q104 21,210 59,422 SH   SOLE   59,422 0 0
MEDTRONIC PLC Common Stock G5960L103 11,729 100,125 SH   SOLE   100,125 0 0
MICROSOFT CORP Common Stock 594918104 106,356 478,176 SH   SOLE   478,176 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 9,365 160,172 SH   SOLE   160,172 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 3,816 41,267 SH   SOLE   41,267 0 0
MOODY'S CORP Common Stock 615369105 60,256 207,608 SH   SOLE   207,608 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 9,590 139,932 SH   SOLE   139,932 0 0
MSCI INC Common Stock 55354G100 3,752 8,403 SH   SOLE   8,403 0 0
NETAPP INC Common Stock 64110D104 3,608 54,463 SH   SOLE   54,463 0 0
NETEASE INC ADR 64110W102 22,762 237,678 SH   SOLE   237,678 0 0
NIKE INC Common Stock 654106103 8,302 58,681 SH   SOLE   58,681 0 0
NOMAD FOODS LTD Common Stock G6564A105 3,379 132,925 SH   SOLE   132,925 0 0
NVIDIA CORP Common Stock 67066G104 9,531 18,251 SH   SOLE   18,251 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 8,585 53,991 SH   SOLE   53,991 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 5,240 11,578 SH   SOLE   11,578 0 0
PENTAIR PLC Common Stock G7S00T104 2,639 49,708 SH   SOLE   49,708 0 0
PEPSICO INC Common Stock 713448108 2,690 18,142 SH   SOLE   18,142 0 0
PETROLEO BRASILEIRO SA ADR 71654V408 51,379 4,575,156 SH   SOLE   4,575,156 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 34,561 417,451 SH   SOLE   417,451 0 0
QIAGEN NV Common Stock N72482123 6,145 116,275 SH   SOLE   116,275 0 0
RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101 5,032 70,369 SH   SOLE   70,369 0 0
RELIANCE STEEL & ALUMINUM CO Common Stock 759509102 5,781 48,276 SH   SOLE   48,276 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 1,691 79,519 SH   SOLE   79,519 0 0
S&P GLOBAL INC Common Stock 78409V104 37,911 115,327 SH   SOLE   115,327 0 0
STATE STREET CORP Common Stock 857477103 10,743 147,605 SH   SOLE   147,605 0 0
STRYKER CORP Common Stock 863667101 3,467 14,149 SH   SOLE   14,149 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 8,501 21,920 SH   SOLE   21,920 0 0
SYNOPSYS INC Common Stock 871607107 9,877 38,099 SH   SOLE   38,099 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 11,688 107,192 SH   SOLE   107,192 0 0
TE CONNECTIVITY LTD Common Stock H84989104 6,232 51,474 SH   SOLE   51,474 0 0
TENCENT MUSIC ENTERTAINMENT GR ADR 88034P109 41,640 2,164,238 SH   SOLE   2,164,238 0 0
TERNIUM SA ADR 880890108 19,231 661,329 SH   SOLE   661,329 0 0
TEXAS ROADHOUSE INC Common Stock 882681109 4,088 52,305 SH   SOLE   52,305 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 11,383 24,438 SH   SOLE   24,438 0 0
TRADEWEB MARKETS INC Common Stock 892672106 3,863 61,855 SH   SOLE   61,855 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 3,750 25,836 SH   SOLE   25,836 0 0
TRANSUNION Common Stock 89400J107 3,861 38,912 SH   SOLE   38,912 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 5,114 14,583 SH   SOLE   14,583 0 0
VALE SA ADR 91912E105 64,156 3,827,946 SH   SOLE   3,827,946 0 0
VERISIGN INC Common Stock 92343E102 55,420 256,100 SH   SOLE   256,100 0 0
VISA INC Common Stock 92826C839 99,883 456,650 SH   SOLE   456,650 0 0
YUM CHINA HOLDINGS INC Common Stock 98850P109 44,180 771,644 SH   SOLE   771,644 0 0
ZOETIS INC Common Stock 98978V103 3,455 20,879 SH   SOLE   20,879 0 0