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 6,284 58,066 SH   SOLE   58,066 0 0
ACCENTURE PLC Common Stock G1151C101 347 1,255 SH   SOLE   1,255 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 4,929 53,005 SH   SOLE   53,005 0 0
ADOBE SYSTEMS INC Common Stock 00724F101 5,879 12,367 SH   SOLE   12,367 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 4,919 38,688 SH   SOLE   38,688 0 0
ALCON INC Common Stock H01301128 3,693 52,627 SH   SOLE   52,627 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 6,421 28,319 SH   SOLE   28,319 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 5,103 9,423 SH   SOLE   9,423 0 0
ALPHABET INC Common Stock 02079K305 47,782 23,167 SH   SOLE   23,167 0 0
AMAZON.COM INC Common Stock 023135106 12,181 3,937 SH   SOLE   3,937 0 0
AMEDISYS INC Common Stock 023436108 4,190 15,822 SH   SOLE   15,822 0 0
ANTHEM INC Common Stock 036752103 2,346 6,536 SH   SOLE   6,536 0 0
APPLE INC Common Stock 037833100 9,836 80,528 SH   SOLE   80,528 0 0
ASML HOLDING NV NY Reg Shrs N07059210 3,314 5,368 SH   SOLE   5,368 0 0
AUTODESK INC Common Stock 052769106 31,174 112,479 SH   SOLE   112,479 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 6,347 33,676 SH   SOLE   33,676 0 0
AUTOZONE INC Common Stock 053332102 4,689 3,339 SH   SOLE   3,339 0 0
BARRICK GOLD CORP Common Stock 067901108 2,139 108,006 SH   SOLE   108,006 0 0
BECTON DICKINSON AND CO Common Stock 075887109 44,541 183,182 SH   SOLE   183,182 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 68,893 29,570 SH   SOLE   29,570 0 0
BROADCOM INC Common Stock 11135F101 15,774 34,021 SH   SOLE   34,021 0 0
BURFORD CAPITAL LTD Common Stock G17977110 7,161 795,690 SH   SOLE   795,690 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 44,820 687,635 SH   SOLE   687,635 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 26,576 237,345 SH   SOLE   237,345 0 0
CITIGROUP INC Common Stock 172967424 15,309 210,439 SH   SOLE   210,439 0 0
COCA-COLA EUROPEAN PARTNERS PL Common Stock G25839104 4,128 79,147 SH   SOLE   79,147 0 0
CONCENTRIX CORP Common Stock 20602D101 4,501 30,062 SH   SOLE   30,062 0 0
CONSTELLATION BRANDS INC Common Stock 21036P108 2,795 12,260 SH   SOLE   12,260 0 0
CTRIP.COM INTERNATIONAL LTD ADR 89677Q107 19,194 484,331 SH   SOLE   484,331 0 0
DAQO NEW ENERGY CORP ADR 23703Q203 23,913 316,730 SH   SOLE   316,730 0 0
DENTSPLY SIRONA INC Common Stock 24906P109 10,086 158,065 SH   SOLE   158,065 0 0
DESCARTES SYSTEMS GROUP INC/TH Common Stock 249906108 9,742 159,697 SH   SOLE   159,697 0 0
EASTMAN CHEMICAL CO Common Stock 277432100 8,915 80,953 SH   SOLE   80,953 0 0
EBAY INC Common Stock 278642103 10,274 167,762 SH   SOLE   167,762 0 0
ELECTRONIC ARTS INC Common Stock 285512109 36,324 268,331 SH   SOLE   268,331 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 47,960 164,896 SH   SOLE   164,896 0 0
FACEBOOK INC Common Stock 30303M102 13,406 45,516 SH   SOLE   45,516 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 24,991 80,984 SH   SOLE   80,984 0 0
FIRST AMERICAN FINANCIAL CORP Common Stock 31847R102 2,227 39,305 SH   SOLE   39,305 0 0
FOX CORP Common Stock 35137L105 23,953 663,340 SH   SOLE   663,340 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 3,539 107,483 SH   SOLE   107,483 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 2,077 48,953 SH   SOLE   48,953 0 0
GENERAC HOLDINGS INC Common Stock 368736104 3,840 11,728 SH   SOLE   11,728 0 0
GENERAL MOTORS CO Common Stock 37045V100 3,005 52,298 SH   SOLE   52,298 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 4,365 13,350 SH   SOLE   13,350 0 0
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E202 7,295 41,032 SH   SOLE   41,032 0 0
HDFC BANK LTD ADR 40415F101 1,685 21,694 SH   SOLE   21,694 0 0
HESS CORP Common Stock 42809H107 1,634 23,099 SH   SOLE   23,099 0 0
ICON PLC Common Stock G4705A100 25,323 128,955 SH   SOLE   128,955 0 0
INFOSYS LTD ADR 456788108 57,801 3,087,646 SH   SOLE   3,087,646 0 0
INGERSOLL RAND INC Common Stock 45687V106 10,350 210,321 SH   SOLE   210,321 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 11,445 102,480 SH   SOLE   102,480 0 0
INTUIT INC Common Stock 461202103 51,161 133,558 SH   SOLE   133,558 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 2,592 13,418 SH   SOLE   13,418 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 653 15,476 SH   SOLE   15,476 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 3,102 23,998 SH   SOLE   23,998 0 0
JOHNSON & JOHNSON Common Stock 478160104 46,636 283,761 SH   SOLE   283,761 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 12,320 85,912 SH   SOLE   85,912 0 0
KINROSS GOLD CORP Common Stock 496902404 2,168 324,976 SH   SOLE   324,976 0 0
LEAR CORP Common Stock 521865204 10,308 56,871 SH   SOLE   56,871 0 0
LYONDELLBASELL INDUSTRIES NV Common Stock N53745100 2,422 23,281 SH   SOLE   23,281 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 2,484 20,397 SH   SOLE   20,397 0 0
MASTERCARD INC Common Stock 57636Q104 19,146 53,773 SH   SOLE   53,773 0 0
MEDTRONIC PLC Common Stock G5960L103 13,812 116,926 SH   SOLE   116,926 0 0
MICROSOFT CORP Common Stock 594918104 99,451 421,813 SH   SOLE   421,813 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 4,484 76,608 SH   SOLE   76,608 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 3,347 36,743 SH   SOLE   36,743 0 0
MOODY'S CORP Common Stock 615369105 69,361 232,280 SH   SOLE   232,280 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 10,500 135,206 SH   SOLE   135,206 0 0
MSCI INC Common Stock 55354G100 3,137 7,482 SH   SOLE   7,482 0 0
NETAPP INC Common Stock 64110D104 6,402 88,094 SH   SOLE   88,094 0 0
NETEASE INC ADR 64110W102 25,561 247,538 SH   SOLE   247,538 0 0
NIKE INC Common Stock 654106103 7,218 54,313 SH   SOLE   54,313 0 0
NOMAD FOODS LTD Common Stock G6564A105 3,545 129,105 SH   SOLE   129,105 0 0
NVIDIA CORP Common Stock 67066G104 13,139 24,608 SH   SOLE   24,608 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 10,596 52,625 SH   SOLE   52,625 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 5,575 10,990 SH   SOLE   10,990 0 0
PENTAIR PLC Common Stock G7S00T104 3,009 48,279 SH   SOLE   48,279 0 0
PEPSICO INC Common Stock 713448108 2,436 17,221 SH   SOLE   17,221 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 41,582 468,583 SH   SOLE   468,583 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 3,229 20,334 SH   SOLE   20,334 0 0
QIAGEN NV Common Stock N72482123 6,527 134,045 SH   SOLE   134,045 0 0
RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101 5,281 68,347 SH   SOLE   68,347 0 0
RELIANCE STEEL & ALUMINUM CO Common Stock 759509102 4,294 28,195 SH   SOLE   28,195 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 2,182 77,234 SH   SOLE   77,234 0 0
S&P GLOBAL INC Common Stock 78409V104 40,698 115,333 SH   SOLE   115,333 0 0
SIX FLAGS ENTERTAINMENT CORP Common Stock 83001A102 2,869 61,749 SH   SOLE   61,749 0 0
STATE STREET CORP Common Stock 857477103 10,948 130,318 SH   SOLE   130,318 0 0
STERIS PLC Common Stock G8473T100 5,748 30,175 SH   SOLE   30,175 0 0
STRYKER CORP Common Stock 863667101 3,068 12,597 SH   SOLE   12,597 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 9,068 18,369 SH   SOLE   18,369 0 0
SYNOPSYS INC Common Stock 871607107 11,013 44,445 SH   SOLE   44,445 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 12,287 103,882 SH   SOLE   103,882 0 0
TE CONNECTIVITY LTD Common Stock H84989104 12,223 94,672 SH   SOLE   94,672 0 0
TENCENT MUSIC ENTERTAINMENT GR ADR 88034P109 49,686 2,424,907 SH   SOLE   2,424,907 0 0
TERNIUM SA ADR 880890108 23,891 615,114 SH   SOLE   615,114 0 0
TEXAS ROADHOUSE INC Common Stock 882681109 5,125 53,418 SH   SOLE   53,418 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 3,233 7,083 SH   SOLE   7,083 0 0
TRADEWEB MARKETS INC Common Stock 892672106 3,606 48,728 SH   SOLE   48,728 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 4,154 25,093 SH   SOLE   25,093 0 0
TRANSUNION Common Stock 89400J107 3,401 37,794 SH   SOLE   37,794 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 5,270 14,164 SH   SOLE   14,164 0 0
VALE SA ADR 91912E105 66,651 3,834,946 SH   SOLE   3,834,946 0 0
VERISIGN INC Common Stock 92343E102 56,239 282,947 SH   SOLE   282,947 0 0
VISA INC Common Stock 92826C839 105,141 496,581 SH   SOLE   496,581 0 0
YUM CHINA HOLDINGS INC Common Stock 98850P109 38,049 648,160 SH   SOLE   648,160 0 0
ZOETIS INC Common Stock 98978V103 2,928 18,590 SH   SOLE   18,590 0 0