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
MANHATTAN ASSOCS INC COM 562750109 9,559 225,598 SH   SOLE   0 0 0
MERCADOLIBRE INC COM 58733R102 101,770 347,514 SH   SOLE   0 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 843,858 1,492,023 SH   SOLE   0 0 0
NATUS MEDICAL INC DEL COM 639050103 8,129 238,870 SH   SOLE   0 0 0
RESMED INC COM 761152107 490,319 4,305,957 SH   SOLE   0 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 303,909 4,260,010 SH   SOLE   0 0 0
SCHLUMBERGER LTD COM 806857108 40,318 1,117,439 SH   SOLE   0 0 0
SCHWAB CHARLES CORP NEW COM 808513105 63,315 1,524,560 SH   SOLE   0 0 0
SHERWIN WILLIAMS CO COM 824348106 71,674 182,163 SH   SOLE   0 0 0
SHOPIFY INC CL A 82509L107 910,485 6,576,280 SH   SOLE   0 0 0
SONY CORP SPONSORED ADR 835699307 203 4,198 SH   SOLE   0 0 0
SP PLUS CORP COM 78469C103 9,210 311,794 SH   SOLE   0 0 0
STERIS PLC SHS USD G84720104 252,617 2,364,222 SH   SOLE   0 0 0
STRYKER CORP COM 863667101 93,038 593,543 SH   SOLE   0 0 0
SUN HYDRAULICS CORP COM 866942105 2,062 62,132 SH   SOLE   0 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 874,082 6,198,722 SH   SOLE   0 0 0
ACTIVISION BLIZZARD INC COM 00507V109 85,232 1,830,191 SH   SOLE   0 0 0
ADDUS HOMECARE CORP COM 006739106 5,541 81,629 SH   SOLE   0 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 74,486 1,104,145 SH   SOLE   0 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,984 80,136 SH   SOLE   0 0 0
AMAZON COM INC COM 023135106 97,006 64,586 SH   SOLE   0 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 2,933 52,670 SH   SOLE   0 0 0
AMERICAS CAR MART INC COM 03062T105 13,265 183,092 SH   SOLE   0 0 0
AMPHENOL CORP NEW CL A 032095101 113,575 1,401,817 SH   SOLE   0 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 425,729 2,735,694 SH   SOLE   0 0 0
AZUL S A SPONSR ADR PFD 05501U106 2,195 79,280 SH   SOLE   0 0 0
BEACON ROOFING SUPPLY INC COM 073685109 5,630 177,494 SH   SOLE   0 0 0
BOSTON SCIENTIFIC CORP COM 101137107 134,182 3,796,872 SH   SOLE   0 0 0
BROWN & BROWN INC COM 115236101 8,472 307,399 SH   SOLE   0 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 5,692 59,700 SH   SOLE   0 0 0
CANADIAN NATL RY CO COM 136375102 95,951 1,294,709 SH   SOLE   0 0 0
CANADIAN PAC RY LTD COM 13645T100 875,540 4,929,289 SH   SOLE   0 0 0
CASS INFORMATION SYS INC COM 14808P109 11,155 210,796 SH   SOLE   0 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 209 3,410 SH   SOLE   0 0 0
CHUBB LIMITED COM H1467J104 900,805 6,973,254 SH   SOLE   0 0 0
CONTROL4 CORP COM 21240D107 2,015 114,463 SH   SOLE   0 0 0
COOPER COS INC COM NEW 216648402 135,356 531,853 SH   SOLE   0 0 0
CORE LABORATORIES N V COM N22717107 291,842 4,891,761 SH   SOLE   0 0 0
COSTCO WHSL CORP NEW COM 22160K105 141,055 692,430 SH   SOLE   0 0 0
CRANE CO COM 224399105 6,265 86,801 SH   SOLE   0 0 0
CREDICORP LTD COM G2519Y108 3,051 13,763 SH   SOLE   0 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 102,664 945,078 SH   SOLE   0 0 0
DORMAN PRODUCTS INC COM 258278100 5,804 64,476 SH   SOLE   0 0 0
DYCOM INDS INC COM 267475101 7,174 132,752 SH   SOLE   0 0 0
ECOLAB INC COM 278865100 111,243 754,959 SH   SOLE   0 0 0
ELASTIC N V ORD SHS N14506104 1,434 20,058 SH   SOLE   0 0 0
EMCOR GROUP INC COM 29084Q100 4,559 76,380 SH   SOLE   0 0 0
EMERALD EXPOSITIONS EVENTS I COM 29103B100 6,057 490,819 SH   SOLE   0 0 0
ENERSYS COM 29275Y102 8,414 108,415 SH   SOLE   0 0 0
ENSTAR GROUP LIMITED SHS G3075P101 6,758 40,330 SH   SOLE   0 0 0
EPAM SYS INC COM 29414B104 2,251 19,405 SH   SOLE   0 0 0
EPLUS INC COM 294268107 2,046 28,754 SH   SOLE   0 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 120,176 1,382,929 SH   SOLE   0 0 0
FLIR SYS INC COM 302445101 2,782 63,906 SH   SOLE   0 0 0
GLOBANT S A COM L44385109 2,255 40,044 SH   SOLE   0 0 0
GRACO INC COM 384109104 71,920 1,718,507 SH   SOLE   0 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 2,684 17,819 SH   SOLE   0 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 1,005,401 9,705,578 SH   SOLE   0 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 4,644 382,527 SH   SOLE   0 0 0
HFF INC CL A 40418F108 4,550 137,221 SH   SOLE   0 0 0
ICON PLC SHS G4705A100 678,587 5,251,808 SH   SOLE   0 0 0
ILLUMINA INC COM 452327109 67,372 224,624 SH   SOLE   0 0 0
ISHARES TR MSCI ACWI EX US 464288240 200 4,770 SH   SOLE   0 0 0
ISHARES TR MSCI EAFE ETF 464287465 85,194 1,449,364 SH   SOLE   0 0 0
SANFILIPPO JOHN B & SON INC COM 800422107 3,063 55,038 SH   SOLE   0 0 0
JONES LANG LASALLE INC COM 48020Q107 8,689 68,635 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 906,324 24,554,984 SH   SOLE   0 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 2,572 98,119 SH   SOLE   0 0 0
THERMON GROUP HLDGS INC COM 88362T103 6,528 321,909 SH   SOLE   0 0 0
UNIFIRST CORP MASS COM 904708104 11,308 79,038 SH   SOLE   0 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 258 5,667 SH   SOLE   0 0 0
VERISK ANALYTICS INC COM 92345Y106 111,515 1,022,699 SH   SOLE   0 0 0
VERSUM MATLS INC COM 92532W103 6,306 227,495 SH   SOLE   0 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 5,850 73,656 SH   SOLE   0 0 0
VISA INC COM CL A 92826C839 143,023 1,084,000 SH   SOLE   0 0 0
WESCO INTL INC COM 95082P105 5,745 119,693 SH   SOLE   0 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 108,683 1,108,668 SH   SOLE   0 0 0
WORKDAY INC CL A 98138H101 559 3,500 SH   SOLE   0 0 0
YANDEX N V SHS CLASS A N97284108 6,992 255,633 SH   SOLE   0 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,546 25,149 SH   DFND 1 0 25,149 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,690 10,860 SH   DFND 1 0 10,860 0
CHUBB LIMITED COM H1467J104 3,304 25,576 SH   DFND 1 0 25,576 0
CORE LABORATORIES N V COM N22717107 1,221 20,468 SH   DFND 1 0 20,468 0
CANADIAN PAC RY LTD COM 13645T100 3,567 20,082 SH   DFND 1 0 20,082 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 3,488 33,669 SH   DFND 1 0 33,669 0
ICON PLC SHS G4705A100 2,620 20,278 SH   DFND 1 0 20,278 0
METTLER TOLEDO INTERNATIONAL COM 592688105 3,054 5,400 SH   DFND 1 0 5,400 0
RESMED INC COM 761152107 2,096 18,406 SH   DFND 1 0 18,406 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 1,221 17,118 SH   DFND 1 0 17,118 0
SHOPIFY INC CL A 82509L107 3,172 22,910 SH   DFND 1 0 22,910 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 3,141 85,097 SH   DFND 1 0 85,097 0