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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 191,234 732,108 SH   DFND 1, 2 692,709 0 39,399
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 194,983 746,462 SH   DFND 1 690,305 0 56,157
ACTIVISION BLIZZARD INC COM 00507V109 15,766 169,798 SH   DFND 1 169,798 0 0
ACTIVISION BLIZZARD INC COM 00507V109 62,148 669,334 SH   DFND 1, 2 348,616 0 320,718
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,777 149,430 SH   DFND 1 48,309 0 101,121
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25,599 109,993 SH   DFND 1, 2 94,774 0 15,219
ALPHABET INC CAP STK CL A 02079K305 135,426 77,270 SH   DFND 1 68,425 0 8,845
ALPHABET INC CAP STK CL A 02079K305 105,754 60,340 SH   DFND 1, 2 36,265 0 24,075
AMAZON COM INC COM 023135106 15,373 4,720 SH   DFND 1, 2 4,720 0 0
ANALOG DEVICES INC COM 032654105 2,870 19,426 SH   DFND 1 19,426 0 0
ANALOG DEVICES INC COM 032654105 8,731 59,100 SH   DFND 1, 2 59,100 0 0
APPLE INC COM 037833100 18,311 138,000 SH   DFND 1, 2 138,000 0 0
APPLE INC COM 037833100 5,572 41,996 SH   DFND 1 41,996 0 0
ARAMARK COM 03852U106 1,154 30,000 SH   DFND 1 30,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 322,426 3,236,557 SH   DFND 1, 2, 3 2,494,900 0 741,657
AUTOHOME INC SP ADR RP CL A 05278C107 17,575 176,422 SH   DFND 3 11,241 0 165,181
AUTOHOME INC SP ADR RP CL A 05278C107 264,051 2,650,580 SH   DFND 1 2,357,599 0 292,981
AVERY DENNISON CORP COM 053611109 3,749 24,169 SH   DFND 1 24,169 0 0
AVERY DENNISON CORP COM 053611109 10,703 69,000 SH   DFND 1, 2 69,000 0 0
BECTON DICKINSON & CO COM 075887109 88,109 352,128 SH   DFND 1 311,289 0 40,839
BECTON DICKINSON & CO COM 075887109 71,472 285,635 SH   DFND 1, 2 173,085 0 112,550
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,562 29,216 SH   DFND 1 29,216 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 5,700 65,000 SH   DFND 1, 2 65,000 0 0
CHURCH & DWIGHT INC COM 171340102 48,547 556,545 SH   DFND 1 487,451 0 69,094
CHURCH & DWIGHT INC COM 171340102 39,037 447,513 SH   DFND 1, 2 249,598 0 197,915
CISCO SYS INC COM 17275R102 1,924 43,000 SH   DFND 1 43,000 0 0
CISCO SYS INC COM 17275R102 9,849 220,100 SH   DFND 1, 2 220,100 0 0
CMS ENERGY CORP COM 125896100 2,275 37,282 SH   DFND 1 37,282 0 0
CMS ENERGY CORP COM 125896100 9,518 156,000 SH   DFND 1, 2 156,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 199,557 2,435,107 SH   DFND 1 2,163,775 0 271,332
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 282,363 3,445,554 SH   DFND 1, 2, 3 3,011,708 0 433,846
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 13,970 170,467 SH   DFND 3 11,176 0 159,291
COMCAST CORP NEW CL A 20030N101 4,729 90,252 SH   DFND 1 90,252 0 0
COMCAST CORP NEW CL A 20030N101 13,703 261,500 SH   DFND 1, 2 261,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 3,090 8,200 SH   DFND 1 8,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 14,419 38,268 SH   DFND 1, 2 31,881 0 6,387
ECOLAB INC COM 278865100 79,386 366,916 SH   DFND 1 320,943 0 45,973
ECOLAB INC COM 278865100 58,731 271,449 SH   DFND 1, 2 153,255 0 118,194
EMBRAER S.A. SPONSORED ADS 29082A107 403 59,232 SH   DFND 1, 2 59,232 0 0
EQUIFAX INC COM 294429105 1,061 5,500 SH   DFND 1 5,500 0 0
EQUIFAX INC COM 294429105 2,893 15,000 SH   DFND 1, 2 15,000 0 0
FACEBOOK INC CL A 30303M102 117,670 430,772 SH   DFND 1 380,619 0 50,153
FACEBOOK INC CL A 30303M102 96,559 353,490 SH   DFND 1, 2 221,451 0 132,039
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 60,117 793,416 SH   DFND 1 685,798 0 107,618
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 124,900 1,648,407 SH   DFND 1, 2 1,512,187 0 136,220
GLOBANT S A COM L44385109 532 2,443 SH   DFND 1, 2 2,443 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 2,376 32,888 SH   DFND 1 32,888 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 38,412 531,580 SH   DFND 1, 2 438,286 0 93,294
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 636 21,034 SH   DFND 1, 2 21,034 0 0
ICON PLC SHS G4705A100 138,768 711,702 SH   DFND 1 648,962 0 62,740
ICON PLC SHS G4705A100 334,940 1,717,815 SH   DFND 1, 2 1,541,272 0 176,543
INFOSYS LTD SPONSORED ADR 456788108 9,070 535,130 SH   DFND 1 421,161 0 113,969
INFOSYS LTD SPONSORED ADR 456788108 19,828 1,169,785 SH   DFND 1, 2 318,977 0 850,808
INTUIT COM 461202103 96,773 254,766 SH   DFND 1, 2 170,851 0 83,915
INTUIT COM 461202103 105,928 278,869 SH   DFND 1 244,580 0 34,289
INTUITIVE SURGICAL INC COM NEW 46120E602 695 850 SH   DFND 1 850 0 0
ISHARES TR MSCI INDIA ETF 46429B598 17,603 437,663 SH   DFND 1, 2 437,663 0 0
JOHNSON & JOHNSON COM 478160104 128,004 813,343 SH   DFND 1 721,439 0 91,904
JOHNSON & JOHNSON COM 478160104 95,748 608,386 SH   DFND 1, 2 367,698 0 240,688
JOYY INC ADS REPSTG COM A 46591M109 3,420 42,758 SH   DFND 2, 3 42,758 0 0
LAUDER ESTEE COS INC CL A 518439104 2,689 10,100 SH   DFND 1 10,100 0 0
LAUDER ESTEE COS INC CL A 518439104 6,522 24,500 SH   DFND 1, 2 24,500 0 0
LILLY ELI & CO COM 532457108 161,320 955,461 SH   DFND 1 844,839 0 110,622
LILLY ELI & CO COM 532457108 119,583 708,264 SH   DFND 1, 2 417,312 0 290,952
MARRIOTT INTL INC NEW CL A 571903202 1,979 15,000 SH   DFND 1 15,000 0 0
MEDTRONIC PLC SHS G5960L103 156,416 1,335,289 SH   DFND 1 1,179,446 0 155,843
MEDTRONIC PLC SHS G5960L103 112,176 957,627 SH   DFND 1, 2 593,070 0 364,557
MERCADOLIBRE INC COM 58733R102 2,803 1,673 SH   DFND 1, 2 1,673 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 809 710 SH   DFND 1 710 0 0
MICROSOFT CORP COM 594918104 206,823 929,876 SH   DFND 1 824,188 0 105,688
MICROSOFT CORP COM 594918104 167,868 754,736 SH   DFND 1, 2 477,564 0 277,172
NETEASE INC SPONSORED ADS 64110W102 6,156 64,275 SH   DFND 1 64,275 0 0
NEW YORK TIMES CO CL A 650111107 466 9,000 SH   DFND 1 9,000 0 0
NEW YORK TIMES CO CL A 650111107 1,812 35,000 SH   DFND 1, 2 35,000 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 17,672 369,620 SH   DFND 1, 2, 3 369,620 0 0
OMNICOM GROUP INC COM 681919106 1,690 27,100 SH   DFND 1 27,100 0 0
OMNICOM GROUP INC COM 681919106 4,915 78,800 SH   DFND 1, 2 78,800 0 0
ORACLE CORP COM 68389X105 15,655 242,000 SH   DFND 1, 2 242,000 0 0
ORACLE CORP COM 68389X105 3,597 55,600 SH   DFND 1 55,600 0 0
OTIS WORLDWIDE CORP COM 68902V107 5,998 88,800 SH   DFND 1, 2 88,800 0 0
OTIS WORLDWIDE CORP COM 68902V107 973 14,400 SH   DFND 1 14,400 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 2,350 41,308 SH   DFND 1, 2 41,308 0 0
PAYCHEX INC COM 704326107 936 10,042 SH   DFND 1 10,042 0 0
PAYCHEX INC COM 704326107 5,423 58,200 SH   DFND 1, 2 58,200 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,430 20,000 SH   DFND 1 20,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 15,105 137,340 SH   DFND 1 84,316 0 53,024
SERVICE CORP INTL COM 817565104 992 20,200 SH   DFND 1 20,200 0 0
SERVICE CORP INTL COM 817565104 1,424 29,000 SH   DFND 1, 2 29,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 225,603 2,068,989 SH   DFND 1 1,783,769 0 285,220
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 131,442 1,205,447 SH   DFND 1, 2 726,988 0 478,459
TELEFONICA BRASIL SA NEW ADR 87936R205 490 55,330 SH   DFND 1, 2 55,330 0 0
TREX CO INC COM 89531P105 527 6,300 SH   DFND 1 6,300 0 0
TREX CO INC COM 89531P105 1,591 19,000 SH   DFND 1, 2 19,000 0 0
TRIP COM GROUP LTD ADS 89677Q107 7,777 230,571 SH   DFND 2, 3 230,571 0 0
TYLER TECHNOLOGIES INC COM 902252105 742 1,700 SH   DFND 1 1,700 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,550 3,550 SH   DFND 1, 2 3,550 0 0
ULTA BEAUTY INC COM 90384S303 1,499 5,220 SH   DFND 1 5,220 0 0
ULTA BEAUTY INC COM 90384S303 5,485 19,100 SH   DFND 1, 2 19,100 0 0
VERISK ANALYTICS INC COM 92345Y106 3,616 17,417 SH   DFND 1 17,417 0 0
VERISK ANALYTICS INC COM 92345Y106 4,554 21,937 SH   DFND 1, 2 21,937 0 0
VISA INC COM CL A 92826C839 165,258 755,534 SH   DFND 1 668,090 0 87,444
VISA INC COM CL A 92826C839 125,501 573,771 SH   DFND 1, 2 352,951 0 220,820
WALMART INC COM 931142103 120,537 836,192 SH   DFND 1 738,296 0 97,896
WALMART INC COM 931142103 90,237 625,996 SH   DFND 1, 2 388,740 0 237,256
WEIBO CORP SPONSORED ADR 948596101 5,221 127,370 SH   DFND 2, 3 127,370 0 0
YANDEX N V SHS CLASS A N97284108 978 14,054 SH   DFND 1, 2 14,054 0 0