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 6,264 58,066 SH   SOLE   58,066 0 0
ACCENTURE PLC Common Stock G1151C101 674 2,107 SH   SOLE   2,107 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 4,580 59,180 SH   SOLE   59,180 0 0
ADOBE SYSTEMS INC Common Stock 00724F101 6,245 10,848 SH   SOLE   10,848 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 4,218 26,777 SH   SOLE   26,777 0 0
ALCON INC Common Stock H01301128 4,716 58,607 SH   SOLE   58,607 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 17,093 115,452 SH   SOLE   115,452 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 4,985 7,491 SH   SOLE   7,491 0 0
ALLEGION PLC Common Stock G0176J109 8,999 68,085 SH   SOLE   68,085 0 0
ALPHABET INC Common Stock 02079K305 59,879 22,397 SH   SOLE   22,397 0 0
AMAZON.COM INC Common Stock 023135106 25,942 7,897 SH   SOLE   7,897 0 0
AMEDISYS INC Common Stock 023436108 2,359 15,822 SH   SOLE   15,822 0 0
ANSYS INC Common Stock 03662Q105 405 1,189 SH   SOLE   1,189 0 0
ANTHEM INC Common Stock 036752103 2,440 6,544 SH   SOLE   6,544 0 0
APPLE INC Common Stock 037833100 11,409 80,627 SH   SOLE   80,627 0 0
APTIV PLC Common Stock G6095L109 372 2,499 SH   SOLE   2,499 0 0
ASML HOLDING NV NY Reg Shrs N07059210 3,059 4,105 SH   SOLE   4,105 0 0
AUTODESK INC Common Stock 052769106 52,017 182,407 SH   SOLE   182,407 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 5,913 29,576 SH   SOLE   29,576 0 0
AUTOZONE INC Common Stock 053332102 4,559 2,685 SH   SOLE   2,685 0 0
BARRICK GOLD CORP Common Stock 067901108 1,952 108,138 SH   SOLE   108,138 0 0
BECTON DICKINSON AND CO Common Stock 075887109 62,175 252,930 SH   SOLE   252,930 0 0
BEYOND MEAT INC Common Stock 08862E109 162 1,538 SH   SOLE   1,538 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 97,217 40,953 SH   SOLE   40,953 0 0
BROADCOM INC Common Stock 11135F101 13,628 28,104 SH   SOLE   28,104 0 0
BURFORD CAPITAL LTD Common Stock G17977110 9,254 842,063 SH   SOLE   842,063 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 40,826 560,493 SH   SOLE   560,493 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 38,576 341,259 SH   SOLE   341,259 0 0
CITIGROUP INC Common Stock 172967424 11,384 162,214 SH   SOLE   162,214 0 0
COCA-COLA EUROPACIFIC PARTNERS Common Stock G25839104 4,381 79,244 SH   SOLE   79,244 0 0
CONCENTRIX CORP Common Stock 20602D101 5,328 30,099 SH   SOLE   30,099 0 0
CONSTELLATION BRANDS INC Common Stock 21036P108 2,097 9,952 SH   SOLE   9,952 0 0
CTRIP.COM INTERNATIONAL LTD ADR 89677Q107 793 25,801 SH   SOLE   25,801 0 0
DENTSPLY SIRONA INC Common Stock 24906P109 9,383 161,628 SH   SOLE   161,628 0 0
DESCARTES SYSTEMS GROUP INC/TH Common Stock 249906108 14,224 174,782 SH   SOLE   174,782 0 0
DOLBY LABORATORIES INC Common Stock 25659T107 3,930 44,655 SH   SOLE   44,655 0 0
EASTMAN CHEMICAL CO Common Stock 277432100 8,159 80,992 SH   SOLE   80,992 0 0
EBAY INC Common Stock 278642103 6,966 99,987 SH   SOLE   99,987 0 0
ELECTRONIC ARTS INC Common Stock 285512109 60,069 422,277 SH   SOLE   422,277 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 71,261 237,593 SH   SOLE   237,593 0 0
FACEBOOK INC Common Stock 30303M102 14,559 42,897 SH   SOLE   42,897 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 46,324 117,341 SH   SOLE   117,341 0 0
FIRST AMERICAN FINANCIAL CORP Common Stock 31847R102 2,639 39,353 SH   SOLE   39,353 0 0
FOX CORP Common Stock 35137L105 38,245 953,492 SH   SOLE   953,492 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 3,501 107,614 SH   SOLE   107,614 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 2,270 49,013 SH   SOLE   49,013 0 0
GENERAC HOLDINGS INC Common Stock 368736104 4,799 11,742 SH   SOLE   11,742 0 0
GENERAL MOTORS CO Common Stock 37045V100 2,760 52,362 SH   SOLE   52,362 0 0
HDFC BANK LTD ADR 40415F101 1,296 17,729 SH   SOLE   17,729 0 0
HESS CORP Common Stock 42809H107 2,346 30,035 SH   SOLE   30,035 0 0
ICON PLC Common Stock G4705A100 48,882 186,558 SH   SOLE   186,558 0 0
INFOSYS LTD ADR 456788108 69,773 3,135,845 SH   SOLE   3,135,845 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 11,773 102,537 SH   SOLE   102,537 0 0
INTUIT INC Common Stock 461202103 99,360 184,168 SH   SOLE   184,168 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 3,218 13,434 SH   SOLE   13,434 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 2,953 60,645 SH   SOLE   60,645 0 0
ITRON INC Common Stock 465741106 342 4,524 SH   SOLE   4,524 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 7,473 56,386 SH   SOLE   56,386 0 0
JOHNSON & JOHNSON Common Stock 478160104 63,660 394,182 SH   SOLE   394,182 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 14,121 85,950 SH   SOLE   85,950 0 0
KINROSS GOLD CORP Common Stock 496902404 1,744 325,372 SH   SOLE   325,372 0 0
LEAR CORP Common Stock 521865204 2,336 14,928 SH   SOLE   14,928 0 0
LYONDELLBASELL INDUSTRIES NV Common Stock N53745100 2,188 23,309 SH   SOLE   23,309 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 11,995 79,210 SH   SOLE   79,210 0 0
MASTERCARD INC Common Stock 57636Q104 18,630 53,584 SH   SOLE   53,584 0 0
MEDTRONIC PLC Common Stock G5960L103 14,663 116,979 SH   SOLE   116,979 0 0
MICROSOFT CORP Common Stock 594918104 150,760 534,761 SH   SOLE   534,761 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 4,463 76,702 SH   SOLE   76,702 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 2,920 32,871 SH   SOLE   32,871 0 0
MOODY'S CORP Common Stock 615369105 117,575 331,094 SH   SOLE   331,094 0 0
MSCI INC Common Stock 55354G100 3,321 5,459 SH   SOLE   5,459 0 0
NETAPP INC Common Stock 64110D104 7,913 88,152 SH   SOLE   88,152 0 0
NETEASE INC ADR 64110W102 40,339 472,356 SH   SOLE   472,356 0 0
NEXTERA ENERGY INC Common Stock 65339F101 726 9,242 SH   SOLE   9,242 0 0
NIKE INC Common Stock 654106103 7,821 53,852 SH   SOLE   53,852 0 0
NOMAD FOODS LTD Common Stock G6564A105 3,562 129,263 SH   SOLE   129,263 0 0
NVIDIA CORP Common Stock 67066G104 21,212 102,392 SH   SOLE   102,392 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 10,849 55,387 SH   SOLE   55,387 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 4,102 6,713 SH   SOLE   6,713 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 13,160 50,573 SH   SOLE   50,573 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 64,003 675,207 SH   SOLE   675,207 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 11,184 67,166 SH   SOLE   67,166 0 0
QIAGEN NV Common Stock N72482123 7,508 145,275 SH   SOLE   145,275 0 0
RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101 5,882 68,431 SH   SOLE   68,431 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 2,039 82,232 SH   SOLE   82,232 0 0
S&P GLOBAL INC Common Stock 78409V104 68,290 160,723 SH   SOLE   160,723 0 0
SIX FLAGS ENTERTAINMENT CORP Common Stock 83001A102 4,316 101,542 SH   SOLE   101,542 0 0
STATE STREET CORP Common Stock 857477103 11,771 138,941 SH   SOLE   138,941 0 0
STERIS PLC Common Stock G8473T100 7,959 38,959 SH   SOLE   38,959 0 0
STRYKER CORP Common Stock 863667101 2,972 11,270 SH   SOLE   11,270 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 6,984 10,796 SH   SOLE   10,796 0 0
SYNOPSYS INC Common Stock 871607107 13,313 44,463 SH   SOLE   44,463 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 13,629 122,067 SH   SOLE   122,067 0 0
TE CONNECTIVITY LTD Common Stock H84989104 11,829 86,204 SH   SOLE   86,204 0 0
TERNIUM SA ADR 880890108 20,555 485,939 SH   SOLE   485,939 0 0
TEXAS ROADHOUSE INC Common Stock 882681109 3,742 40,976 SH   SOLE   40,976 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 4,051 7,091 SH   SOLE   7,091 0 0
TRADEWEB MARKETS INC Common Stock 892672106 3,457 42,795 SH   SOLE   42,795 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 4,749 27,504 SH   SOLE   27,504 0 0
TRANSUNION Common Stock 89400J107 10,036 89,359 SH   SOLE   89,359 0 0
TRIMBLE INC Common Stock 896239100 2,545 30,945 SH   SOLE   30,945 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 5,541 14,181 SH   SOLE   14,181 0 0
VALE SA ADR 91912E105 42,686 3,059,923 SH   SOLE   3,059,923 0 0
VERISIGN INC Common Stock 92343E102 81,339 396,756 SH   SOLE   396,756 0 0
VISA INC Common Stock 92826C839 152,945 686,623 SH   SOLE   686,623 0 0
WASTE MANAGEMENT INC Common Stock 94106L109 679 4,549 SH   SOLE   4,549 0 0
YUM CHINA HOLDINGS INC Common Stock 98850P109 33,491 567,803 SH   SOLE   567,803 0 0
ZOETIS INC Common Stock 98978V103 3,229 16,631 SH   SOLE   16,631 0 0