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
58.COM INC ADR 31680Q104 15,399 237,892 SH   SOLE   237,892 0 0
ABBOTT LABORATORIES Common Stock 002824100 24,585 283,036 SH   SOLE   283,036 0 0
ABBVIE INC Common Stock 00287Y109 10,899 123,099 SH   SOLE   123,099 0 0
AFLAC INC Common Stock 001055102 2,136 40,376 SH   SOLE   40,376 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 1,717 20,127 SH   SOLE   20,127 0 0
ALCON INC Common Stock H01301128 891 15,753 SH   SOLE   15,753 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 22,901 211,752 SH   SOLE   211,752 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 165,577 780,653 SH   SOLE   780,653 0 0
ALPHABET INC Common Stock 02079K107 3,542 2,649 SH   SOLE   2,649 0 0
ALPHABET INC Common Stock 02079K305 10,842 8,095 SH   SOLE   8,095 0 0
ALTRIA GROUP INC Common Stock 02209S103 788 15,782 SH   SOLE   15,782 0 0
AMAZON.COM INC Common Stock 023135106 2,121 1,148 SH   SOLE   1,148 0 0
AMBEV SA ADR 02319V103 22,175 4,758,610 SH   SOLE   4,758,610 0 0
AMC NETWORKS INC Common Stock 00164V103 1,230 31,144 SH   SOLE   31,144 0 0
ANHEUSER-BUSCH INBEV SA/NV ADR 03524A108 736 8,968 SH   SOLE   8,968 0 0
ANTHEM INC Common Stock 036752103 23,469 77,703 SH   SOLE   77,703 0 0
APPLE INC Common Stock 037833100 8,284 28,211 SH   SOLE   28,211 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 1,008 5,910 SH   SOLE   5,910 0 0
BANCOLOMBIA SA ADR 05968L102 17,517 319,713 SH   SOLE   319,713 0 0
BANK OF AMERICA CORP Common Stock 060505104 2,646 75,114 SH   SOLE   75,114 0 0
BECTON DICKINSON AND CO Common Stock 075887109 4,092 15,045 SH   SOLE   15,045 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 40,263 19,605 SH   SOLE   19,605 0 0
BROADCOM INC Common Stock 11135F101 21,731 68,766 SH   SOLE   68,766 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 3,966 83,394 SH   SOLE   83,394 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 2,072 18,673 SH   SOLE   18,673 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105 2,182 2,607 SH   SOLE   2,607 0 0
CITIGROUP INC Common Stock 172967424 30,464 381,328 SH   SOLE   381,328 0 0
CME GROUP INC/IL Common Stock 12572Q105 1,193 5,946 SH   SOLE   5,946 0 0
COCA-COLA EUROPEAN PARTNERS PL Common Stock G25839104 3,449 67,790 SH   SOLE   67,790 0 0
DELPHI TECHNOLOGIES PLC Common Stock G2709G107 554 43,187 SH   SOLE   43,187 0 0
DELTA AIR LINES INC Common Stock 247361702 1,644 28,104 SH   SOLE   28,104 0 0
DISCOVER FINANCIAL SERVICES Common Stock 254709108 26,921 317,387 SH   SOLE   317,387 0 0
EBAY INC Common Stock 278642103 23,258 644,101 SH   SOLE   644,101 0 0
FACEBOOK INC Common Stock 30303M102 29,234 142,432 SH   SOLE   142,432 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 2,433 9,069 SH   SOLE   9,069 0 0
FAIR ISAAC CORP Common Stock 303250104 1,130 3,016 SH   SOLE   3,016 0 0
FIDELITY NATIONAL FINANCIAL IN Common Stock 31620R303 2,012 44,366 SH   SOLE   44,366 0 0
FIDELITY NATIONAL INFORMATION Common Stock 31620M106 27,730 199,369 SH   SOLE   199,369 0 0
FLEETCOR TECHNOLOGIES INC Common Stock 339041105 2,568 8,924 SH   SOLE   8,924 0 0
FOX CORP Common Stock 35137L105 2,485 67,048 SH   SOLE   67,048 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 2,474 57,475 SH   SOLE   57,475 0 0
GENERAC HOLDINGS INC Common Stock 368736104 2,250 22,370 SH   SOLE   22,370 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 2,392 10,403 SH   SOLE   10,403 0 0
HDFC BANK LTD ADR 40415F101 909 14,343 SH   SOLE   14,343 0 0
HESS CORP Common Stock 42809H107 1,635 24,473 SH   SOLE   24,473 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 27,464 155,166 SH   SOLE   155,166 0 0
ICON PLC Common Stock G4705A100 1,049 6,093 SH   SOLE   6,093 0 0
INGERSOLL-RAND PLC Common Stock G47791101 25,147 189,187 SH   SOLE   189,187 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 22,611 244,308 SH   SOLE   244,308 0 0
INTUIT INC Common Stock 461202103 4,449 16,986 SH   SOLE   16,986 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 25,399 164,381 SH   SOLE   164,381 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 3,833 109,053 SH   SOLE   109,053 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 2,284 25,424 SH   SOLE   25,424 0 0
JOHNSON & JOHNSON Common Stock 478160104 6,774 46,440 SH   SOLE   46,440 0 0
KINROSS GOLD CORP Common Stock 496902404 1,401 295,591 SH   SOLE   295,591 0 0
LAS VEGAS SANDS CORP Common Stock 517834107 7,714 111,730 SH   SOLE   111,730 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 22,686 203,630 SH   SOLE   203,630 0 0
MASTERCARD INC Common Stock 57636Q104 28,960 96,988 SH   SOLE   96,988 0 0
MEDTRONIC PLC Common Stock G5960L103 7,988 70,412 SH   SOLE   70,412 0 0
MERCK & CO INC Common Stock 58933Y105 4,490 49,363 SH   SOLE   49,363 0 0
MICROSOFT CORP Common Stock 594918104 52,972 335,905 SH   SOLE   335,905 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 3,638 66,055 SH   SOLE   66,055 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 1,367 21,515 SH   SOLE   21,515 0 0
MOODY'S CORP Common Stock 615369105 4,861 20,475 SH   SOLE   20,475 0 0
MSCI INC Common Stock 55354G100 1,289 4,992 SH   SOLE   4,992 0 0
NETEASE INC ADR 64110W102 33,019 107,679 SH   SOLE   107,679 0 0
NIKE INC Common Stock 654106103 5,540 54,688 SH   SOLE   54,688 0 0
NOMAD FOODS LTD Common Stock G6564A105 8,219 367,392 SH   SOLE   367,392 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 41,792 328,401 SH   SOLE   328,401 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 2,438 5,562 SH   SOLE   5,562 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 1,045 9,664 SH   SOLE   9,664 0 0
PEPSICO INC Common Stock 713448108 1,101 8,057 SH   SOLE   8,057 0 0
PETROLEO BRASILEIRO SA ADR 71654V408 37,792 2,370,900 SH   SOLE   2,370,900 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 4,608 54,149 SH   SOLE   54,149 0 0
POPULAR INC Common Stock 733174700 21,936 373,373 SH   SOLE   373,373 0 0
RADIAN GROUP INC Common Stock 750236101 1,908 75,834 SH   SOLE   75,834 0 0
RANGE RESOURCES CORP Common Stock 75281A109 8,650 1,783,451 SH   SOLE   1,783,451 0 0
RAYTHEON CO Common Stock 755111507 26,672 121,380 SH   SOLE   121,380 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 984 82,483 SH   SOLE   82,483 0 0
S&P GLOBAL INC Common Stock 78409V104 27,012 98,928 SH   SOLE   98,928 0 0
SNAP-ON INC Common Stock 833034101 1,954 11,536 SH   SOLE   11,536 0 0
STATE STREET CORP Common Stock 857477103 17,636 222,953 SH   SOLE   222,953 0 0
STRYKER CORP Common Stock 863667101 2,054 9,786 SH   SOLE   9,786 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 10,803 185,938 SH   SOLE   185,938 0 0
TERNIUM SA ADR 880890108 7,823 355,577 SH   SOLE   355,577 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 30,198 92,955 SH   SOLE   92,955 0 0
TIFFANY & CO Common Stock 886547108 2,205 16,502 SH   SOLE   16,502 0 0
TRADEWEB MARKETS INC Common Stock 892672106 734 15,846 SH   SOLE   15,846 0 0
TRANSUNION Common Stock 89400J107 23,578 275,416 SH   SOLE   275,416 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 3,689 12,549 SH   SOLE   12,549 0 0
VALERO ENERGY CORP Common Stock 91913Y100 2,204 23,531 SH   SOLE   23,531 0 0
VERISIGN INC Common Stock 92343E102 6,521 33,846 SH   SOLE   33,846 0 0
VIPSHOP HOLDINGS LTD ADR 92763W103 962 67,890 SH   SOLE   67,890 0 0
VISA INC Common Stock 92826C839 11,187 59,538 SH   SOLE   59,538 0 0
VMWARE INC Common Stock 928563402 21,549 141,964 SH   SOLE   141,964 0 0
WATERS CORP Common Stock 941848103 1,062 4,544 SH   SOLE   4,544 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 24,699 477,838 SH   SOLE   477,838 0 0
ZOETIS INC Common Stock 98978V103 1,653 12,491 SH   SOLE   12,491 0 0