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
3M CO Common Stock 88579Y101 744 4,294 SH   SOLE   4,294 0 0
58.COM INC ADR 31680Q104 12,373 199,022 SH   SOLE   199,022 0 0
AFLAC INC Common Stock 001055102 2,935 53,553 SH   SOLE   53,553 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 1,229 16,458 SH   SOLE   16,458 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 22,173 169,284 SH   SOLE   169,284 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 105,123 620,376 SH   SOLE   620,376 0 0
ALPHABET INC Common Stock 02079K107 2,429 2,247 SH   SOLE   2,247 0 0
ALPHABET INC Common Stock 02079K305 8,322 7,686 SH   SOLE   7,686 0 0
ALTRIA GROUP INC Common Stock 02209S103 709 14,978 SH   SOLE   14,978 0 0
AMAZON.COM INC Common Stock 023135106 4,276 2,258 SH   SOLE   2,258 0 0
AMC NETWORKS INC Common Stock 00164V103 1,612 29,578 SH   SOLE   29,578 0 0
AMERICAN FINANCIAL GROUP INC/O Common Stock 025932104 1,453 14,177 SH   SOLE   14,177 0 0
ANHEUSER-BUSCH INBEV SA/NV ADR 03524A108 759 8,575 SH   SOLE   8,575 0 0
ANTHEM INC Common Stock 036752103 21,749 77,068 SH   SOLE   77,068 0 0
APPLE INC Common Stock 037833100 4,390 22,179 SH   SOLE   22,179 0 0
AUTOZONE INC Common Stock 053332102 29,163 26,525 SH   SOLE   26,525 0 0
BANCOLOMBIA SA ADR 05968L102 14,341 280,983 SH   SOLE   280,983 0 0
BANK OF AMERICA CORP Common Stock 060505104 3,689 127,218 SH   SOLE   127,218 0 0
BECTON DICKINSON AND CO Common Stock 075887109 3,094 12,277 SH   SOLE   12,277 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 37,131 19,806 SH   SOLE   19,806 0 0
BROADCOM INC Common Stock 11135F101 19,059 66,209 SH   SOLE   66,209 0 0
CANADIAN NATURAL RESOURCES LTD Common Stock 136385101 1,001 37,033 SH   SOLE   37,033 0 0
CBS CORP Common Stock 124857202 2,037 40,825 SH   SOLE   40,825 0 0
CEMEX SAB DE CV ADR 151290889 11,864 2,798,041 SH   SOLE   2,798,041 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 2,491 61,985 SH   SOLE   61,985 0 0
CHEVRON CORP Common Stock 166764100 4,182 33,609 SH   SOLE   33,609 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105 1,815 2,476 SH   SOLE   2,476 0 0
CIGNA CORP Common Stock 125523100 1,699 10,781 SH   SOLE   10,781 0 0
CITIGROUP INC Common Stock 172967424 28,218 402,944 SH   SOLE   402,944 0 0
CME GROUP INC/IL Common Stock 12572Q105 961 4,950 SH   SOLE   4,950 0 0
COLGATE-PALMOLIVE CO Common Stock 194162103 633 8,830 SH   SOLE   8,830 0 0
COMCAST CORP Common Stock 20030N101 24,890 588,690 SH   SOLE   588,690 0 0
CREDICORP LTD Common Stock G2519Y108 16,742 73,136 SH   SOLE   73,136 0 0
DAVITA INC Common Stock 23918K108 22,276 395,948 SH   SOLE   395,948 0 0
DELL TECHNOLOGIES INC Common Stock 24703L202 1,047 20,618 SH   SOLE   20,618 0 0
DELTA AIR LINES INC Common Stock 247361702 1,515 26,691 SH   SOLE   26,691 0 0
DISCOVER FINANCIAL SERVICES Common Stock 254709108 26,236 338,138 SH   SOLE   338,138 0 0
ELI LILLY & CO Common Stock 532457108 2,178 19,660 SH   SOLE   19,660 0 0
ENTERGY CORP Common Stock 29364G103 1,428 13,878 SH   SOLE   13,878 0 0
EXTENDED STAY AMERICA INC Unit 30224P200 20,139 1,192,372 SH   SOLE   1,192,372 0 0
FACEBOOK INC Common Stock 30303M102 16,797 87,030 SH   SOLE   87,030 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 1,857 6,480 SH   SOLE   6,480 0 0
FAIR ISAAC CORP Common Stock 303250104 519 1,652 SH   SOLE   1,652 0 0
FIDELITY NATIONAL FINANCIAL IN Common Stock 31620R303 1,698 42,135 SH   SOLE   42,135 0 0
FOOT LOCKER INC Common Stock 344849104 1,141 27,211 SH   SOLE   27,211 0 0
FOX CORP Common Stock 35137L105 839 22,885 SH   SOLE   22,885 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 2,128 54,585 SH   SOLE   54,585 0 0
GENERAC HOLDINGS INC Common Stock 368736104 2,118 30,512 SH   SOLE   30,512 0 0
GLOBUS MEDICAL INC Common Stock 379577208 1,175 27,787 SH   SOLE   27,787 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 2,021 9,880 SH   SOLE   9,880 0 0
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E206 11,211 69,159 SH   SOLE   69,159 0 0
HANESBRANDS INC Common Stock 410345102 968 56,208 SH   SOLE   56,208 0 0
HDFC BANK LTD ADR 40415F101 1,480 11,382 SH   SOLE   11,382 0 0
HESS CORP Common Stock 42809H107 1,478 23,243 SH   SOLE   23,243 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 28,657 164,141 SH   SOLE   164,141 0 0
INFOSYS LTD ADR 456788108 42,944 4,013,462 SH   SOLE   4,013,462 0 0
INTEL CORP Common Stock 458140100 2,621 54,744 SH   SOLE   54,744 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 24,642 286,736 SH   SOLE   286,736 0 0
INTUIT INC Common Stock 461202103 3,457 13,230 SH   SOLE   13,230 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 27,128 168,599 SH   SOLE   168,599 0 0
ISHARES CHINA LARGE-CAP ETF ETP 464287184 2,764 64,617 SH   SOLE   64,617 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 3,511 99,455 SH   SOLE   99,455 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 1,494 17,702 SH   SOLE   17,702 0 0
JOHNSON & JOHNSON Common Stock 478160104 6,292 45,175 SH   SOLE   45,175 0 0
LAS VEGAS SANDS CORP Common Stock 517834107 4,299 72,750 SH   SOLE   72,750 0 0
LEAR CORP Common Stock 521865204 1,228 8,815 SH   SOLE   8,815 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 26,313 263,790 SH   SOLE   263,790 0 0
MASTERCARD INC Common Stock 57636Q104 30,410 114,960 SH   SOLE   114,960 0 0
MERCK & CO INC Common Stock 58933Y105 4,942 58,939 SH   SOLE   58,939 0 0
MICROSOFT CORP Common Stock 594918104 45,597 340,381 SH   SOLE   340,381 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 3,381 62,733 SH   SOLE   62,733 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 1,086 17,016 SH   SOLE   17,016 0 0
MOODY'S CORP Common Stock 615369105 3,638 18,628 SH   SOLE   18,628 0 0
MOSAIC CO/THE Common Stock 61945C103 1,354 54,098 SH   SOLE   54,098 0 0
MSCI INC Common Stock 55354G100 1,094 4,582 SH   SOLE   4,582 0 0
NABORS INDUSTRIES INC US DOMESTIC 62957HAB1 317 440,000 SH   SOLE   440,000 0 0
NETEASE INC ADR 64110W102 501 1,957 SH   SOLE   1,957 0 0
NICE-SYSTEMS LTD ADR 653656108 9,549 69,701 SH   SOLE   69,701 0 0
NIKE INC Common Stock 654106103 3,187 37,967 SH   SOLE   37,967 0 0
NOMAD FOODS LTD Common Stock G6564A105 5,782 270,676 SH   SOLE   270,676 0 0
NORFOLK SOUTHERN CORP Common Stock 655844108 3,923 19,682 SH   SOLE   19,682 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 1,546 4,185 SH   SOLE   4,185 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 28,601 249,880 SH   SOLE   249,880 0 0
PEPSICO INC Common Stock 713448108 970 7,398 SH   SOLE   7,398 0 0
PETROLEO BRASILEIRO SA ADR 71654V408 33,770 2,168,938 SH   SOLE   2,168,938 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 3,094 39,402 SH   SOLE   39,402 0 0
POPULAR INC Common Stock 733174700 21,853 402,902 SH   SOLE   402,902 0 0
PVH CORP Common Stock 693656100 1,820 19,232 SH   SOLE   19,232 0 0
RADIAN GROUP INC Common Stock 750236101 1,646 72,022 SH   SOLE   72,022 0 0
RANGE RESOURCES CORP Common Stock 75281A109 11,349 1,625,960 SH   SOLE   1,625,960 0 0
RAYTHEON CO Common Stock 755111507 2,420 13,918 SH   SOLE   13,918 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 614 28,009 SH   SOLE   28,009 0 0
S&P GLOBAL INC Common Stock 78409V104 4,458 19,572 SH   SOLE   19,572 0 0
SILICON MOTION TECHNOLOGY CORP ADR 82706C108 6,340 142,848 SH   SOLE   142,848 0 0
SNAP-ON INC Common Stock 833034101 1,815 10,956 SH   SOLE   10,956 0 0
STRYKER CORP Common Stock 863667101 1,847 8,986 SH   SOLE   8,986 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 5,922 151,177 SH   SOLE   151,177 0 0
TERNIUM SA ADR 880890108 8,105 361,352 SH   SOLE   361,352 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 28,825 98,152 SH   SOLE   98,152 0 0
TIFFANY & CO Common Stock 886547108 2,694 28,775 SH   SOLE   28,775 0 0
TIM PARTICIPACOES SA ADR 88706P205 6,145 410,494 SH   SOLE   410,494 0 0
TOPBUILD CORP Common Stock 89055F103 10,806 130,575 SH   SOLE   130,575 0 0
TRADEWEB MARKETS INC Common Stock 892672106 55 1,249 SH   SOLE   1,249 0 0
TRANSUNION Common Stock 89400J107 27,265 370,902 SH   SOLE   370,902 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 2,908 11,918 SH   SOLE   11,918 0 0
UNUM GROUP Common Stock 91529Y106 22,402 667,712 SH   SOLE   667,712 0 0
VALERO ENERGY CORP Common Stock 91913Y100 1,913 22,347 SH   SOLE   22,347 0 0
VERISIGN INC Common Stock 92343E106 6,257 29,915 SH   SOLE   29,915 0 0
VISA INC Common Stock 92826C839 8,874 51,131 SH   SOLE   51,131 0 0
VMWARE INC Common Stock 928563402 23,428 140,114 SH   SOLE   140,114 0 0
WATERS CORP Common Stock 941848103 944 4,385 SH   SOLE   4,385 0 0
WORLDPAY INC Common Stock 981558109 30,923 252,326 SH   SOLE   252,326 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 22,367 509,504 SH   SOLE   509,504 0 0
ZOETIS INC Common Stock 98978V103 1,060 9,343 SH   SOLE   9,343 0 0