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 SPON ADR REP A 31680Q104 2,220 34,293 SH   SOLE   34,293 0 0
ABBOTT LABS COM 00130H105 4,074 204,714 SH   SOLE   204,714 0 0
ABBVIE INC COM 002824100 14,705 169,290 SH   SOLE   169,290 0 0
ACCENTURE PLC IRELAND SHS CLASS A 00287Y109 5,803 65,539 SH   SOLE   65,539 0 0
ACTIVISION BLIZZARD INC COM G1151C101 12,023 57,096 SH   SOLE   57,096 0 0
ADOBE INC COM 00507V109 4,819 81,108 SH   SOLE   81,108 0 0
AES CORP COM 00724F101 6,102 18,503 SH   SOLE   18,503 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,830 68,343 SH   SOLE   68,343 0 0
AIR PRODS & CHEMS INC COM 009158106 4,971 21,152 SH   SOLE   21,152 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,968 61,139 SH   SOLE   61,139 0 0
ALLSTATE CORP COM 020002101 1,196 10,633 SH   SOLE   10,633 0 0
ALPHABET INC CAP STK CL C 02079K305 698 521 SH   SOLE   521 0 0
ALPHABET INC CAP STK CL A 02079K107 67,998 50,858 SH   SOLE   50,858 0 0
AMAZON COM INC COM 023135106 43,703 23,651 SH   SOLE   23,651 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 3,504 219,016 SH   SOLE   219,016 0 0
AMERICAN EXPRESS CO COM 025816109 5,439 43,691 SH   SOLE   43,691 0 0
AMERICAN TOWER CORP NEW COM 03027X100 11,129 48,426 SH   SOLE   48,426 0 0
AMGEN INC COM 031162100 5,803 24,070 SH   SOLE   24,070 0 0
ANAPLAN INC COM 03272L108 1,989 37,963 SH   SOLE   37,963 0 0
AON PLC SHS CL A G0408V102 1,635 7,848 SH   SOLE   7,848 0 0
APPLE INC COM 037833100 55,877 190,283 SH   SOLE   190,283 0 0
ARCONIC INC COM 03965L100 1,952 63,438 SH   SOLE   63,438 0 0
ASSURANT INC COM 04621X108 2,834 21,619 SH   SOLE   21,619 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 4,421 25,930 SH   SOLE   25,930 0 0
AUTOZONE INC COM 053332102 4,136 3,472 SH   SOLE   3,472 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 2,406 268,851 SH   SOLE   268,851 0 0
BANK AMER CORP COM 060505104 24,544 696,876 SH   SOLE   696,876 0 0
BAXTER INTL INC COM 071813109 4,402 52,637 SH   SOLE   52,637 0 0
BIOGEN INC COM 09062X103 4,700 15,841 SH   SOLE   15,841 0 0
BLACKROCK INC COM 09247X101 4,720 9,390 SH   SOLE   9,390 0 0
BOOKING HLDGS INC COM 09857L108 608 296 SH   SOLE   296 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3,029 42,581 SH   SOLE   42,581 0 0
BORGWARNER INC COM 099724106 2,461 56,731 SH   SOLE   56,731 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 10,615 165,372 SH   SOLE   165,372 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,713 13,868 SH   SOLE   13,868 0 0
CBOE GLOBAL MARKETS INC COM 12662P108 1,776 43,936 SH   SOLE   43,936 0 0
CHEVRON CORP NEW COM 12503M108 3,261 27,178 SH   SOLE   27,178 0 0
CHIPOTLE MEXICAN GRILL INC COM 166764100 3,194 26,500 SH   SOLE   26,500 0 0
CIGNA CORP NEW COM 169656105 9,885 11,808 SH   SOLE   11,808 0 0
CINTAS CORP COM 125523100 5,871 28,711 SH   SOLE   28,711 0 0
CISCO SYS INC COM 172908105 3,206 11,915 SH   SOLE   11,915 0 0
CITIGROUP INC COM NEW 17275R102 6,771 141,178 SH   SOLE   141,178 0 0
COCA COLA CO COM 172967424 10,320 129,177 SH   SOLE   129,177 0 0
COLGATE PALMOLIVE CO COM 191216100 7,320 132,253 SH   SOLE   132,253 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 194162103 4,213 61,193 SH   SOLE   61,193 0 0
CONOCOPHILLIPS COM 20441A102 726 48,213 SH   SOLE   48,213 0 0
COSTCO WHSL CORP NEW COM 20825C104 482 7,418 SH   SOLE   7,418 0 0
CREDICORP LTD COM 22160K105 10,487 35,681 SH   SOLE   35,681 0 0
CROWN CASTLE INTL CORP NEW COM G2519Y108 1,938 9,091 SH   SOLE   9,091 0 0
CUMMINS INC COM 22822V101 7,917 55,698 SH   SOLE   55,698 0 0
CVR ENERGY INC COM 231021106 4,013 22,426 SH   SOLE   22,426 0 0
D R HORTON INC COM 23331A109 2,917 55,296 SH   SOLE   55,296 0 0
DANAHER CORPORATION COM 23355L106 1,804 47,984 SH   SOLE   47,984 0 0
DECKERS OUTDOOR CORP COM 235851102 5,863 38,202 SH   SOLE   38,202 0 0
DELTA AIR LINES INC DEL COM NEW 243537107 1,416 8,385 SH   SOLE   8,385 0 0
DEVON ENERGY CORP NEW COM 247361702 4,106 70,206 SH   SOLE   70,206 0 0
DIGITAL RLTY TR INC COM 25179M103 3,325 128,045 SH   SOLE   128,045 0 0
DOMINION ENERGY INC COM 253868103 6,044 50,474 SH   SOLE   50,474 0 0
DOW INC COM 25746U109 6,866 82,907 SH   SOLE   82,907 0 0
DUPONT DE NEMOURS INC COM 260557103 4,414 80,654 SH   SOLE   80,654 0 0
DXC TECHNOLOGY CO COM 26614N102 1,243 19,363 SH   SOLE   19,363 0 0
ECOLAB INC COM 278865100 5,146 26,663 SH   SOLE   26,663 0 0
ENTERGY CORP NEW COM 532457108 2,822 21,469 SH   SOLE   21,469 0 0
EXPEDIA GROUP INC COM NEW 29364G103 5,751 48,009 SH   SOLE   48,009 0 0
EXXON MOBIL CORP COM 518439104 2,523 12,217 SH   SOLE   12,217 0 0
FABRINET SHS 30212P303 3,203 29,621 SH   SOLE   29,621 0 0
FACEBOOK INC CL A 30231G102 346 4,962 SH   SOLE   4,962 0 0
FAIR ISAAC CORP COM G3323L100 2,110 32,536 SH   SOLE   32,536 0 0
FIDELITY NATL INFORMATION SV COM 30303M102 30,344 147,839 SH   SOLE   147,839 0 0
FIRST BANCORP P R COM NEW 303250104 753 2,011 SH   SOLE   2,011 0 0
FIRST REP BK SAN FRANCISCO C COM 31620M106 800 5,752 SH   SOLE   5,752 0 0
GILEAD SCIENCES INC COM 318672706 2,198 207,550 SH   SOLE   207,550 0 0
GLOBAL PMTS INC COM 33616C100 9,955 84,760 SH   SOLE   84,760 0 0
HANESBRANDS INC COM 375558103 5,066 77,956 SH   SOLE   77,956 0 0
HASBRO INC COM 37940X102 9,864 54,034 SH   SOLE   54,034 0 0
HCA HEALTHCARE INC COM 40412C101 4,324 29,253 SH   SOLE   29,253 0 0
HELMERICH & PAYNE INC COM 410345102 2,293 154,397 SH   SOLE   154,397 0 0
HENRY SCHEIN INC COM 418056107 2,545 24,096 SH   SOLE   24,096 0 0
HERBALIFE NUTRITION LTD COM SHS 81369Y209 657 6,454 SH   SOLE   6,454 0 0
HEWLETT PACKARD ENTERPRISE C COM 423452101 1,910 42,045 SH   SOLE   42,045 0 0
HOME DEPOT INC COM 806407102 1,529 22,910 SH   SOLE   22,910 0 0
HUMANA INC COM G4412G101 1,863 39,088 SH   SOLE   39,088 0 0
IDEX CORP COM 42824C109 2,614 164,815 SH   SOLE   164,815 0 0
ILLINOIS TOOL WKS INC COM 437076102 13,782 63,111 SH   SOLE   63,111 0 0
INTEL CORP COM 444859102 6,949 18,960 SH   SOLE   18,960 0 0
INTERPUBLIC GROUP COS INC COM 45167R104 5,000 29,069 SH   SOLE   29,069 0 0
INTUIT COM 452308109 4,757 26,480 SH   SOLE   26,480 0 0
INVITATION HOMES INC COM 458140100 7,813 130,551 SH   SOLE   130,551 0 0
ISHARES GOLD TRUST ISHARES 460690100 2,432 105,265 SH   SOLE   105,265 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 461202103 1,891 7,219 SH   SOLE   7,219 0 0
JANUS HENDERSON GROUP PLC ORD SHS 46187W107 2,026 67,607 SH   SOLE   67,607 0 0
JD COM INC SPON ADR CL A 465562106 2,034 222,253 SH   SOLE   222,253 0 0
JOHNSON & JOHNSON COM 47215P106 2,650 75,217 SH   SOLE   75,217 0 0
JPMORGAN CHASE & CO COM 46625H100 32,196 230,961 SH   SOLE   230,961 0 0
KEYSIGHT TECHNOLOGIES INC COM G4474Y214 1,838 75,157 SH   SOLE   75,157 0 0
KIMCO RLTY CORP COM 478160104 3,954 27,107 SH   SOLE   27,107 0 0
KINDER MORGAN INC DEL COM 49338L103 5,765 56,174 SH   SOLE   56,174 0 0
LAUDER ESTEE COS INC CL A 49446R109 863 41,685 SH   SOLE   41,685 0 0
LILLY ELI & CO COM 49456B101 4,421 208,841 SH   SOLE   208,841 0 0
LULULEMON ATHLETICA INC COM 550021109 5,993 25,869 SH   SOLE   25,869 0 0
M & T BK CORP COM 55261F104 3,963 23,346 SH   SOLE   23,346 0 0
MARKETAXESS HLDGS INC COM 55354G100 2,783 10,779 SH   SOLE   10,779 0 0
MARTIN MARIETTA MATLS INC COM 57060D108 1,858 4,902 SH   SOLE   4,902 0 0
MASTERCARD INC CL A 573284106 8,974 32,090 SH   SOLE   32,090 0 0
MAXIM INTEGRATED PRODS INC COM 57636Q104 21,790 72,977 SH   SOLE   72,977 0 0
MCDONALDS CORP COM 57772K101 3,760 61,121 SH   SOLE   61,121 0 0
MEDTRONIC PLC SHS 580135101 15,962 80,776 SH   SOLE   80,776 0 0
MERCK & CO INC COM G5960L103 1,607 14,165 SH   SOLE   14,165 0 0
MICROSOFT CORP COM 58933Y105 18,163 199,701 SH   SOLE   199,701 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 594918104 59,262 375,789 SH   SOLE   375,789 0 0
MOHAWK INDS INC COM 607409109 2,383 234,798 SH   SOLE   234,798 0 0
MONDELEZ INTL INC CL A 608190104 2,463 18,060 SH   SOLE   18,060 0 0
MOODYS CORP COM 609207105 9,361 169,955 SH   SOLE   169,955 0 0
MORGAN STANLEY COM NEW 615369105 9,973 42,006 SH   SOLE   42,006 0 0
MSCI INC COM 617446448 3,580 70,026 SH   SOLE   70,026 0 0
NETAPP INC COM 654106103 10,918 107,773 SH   SOLE   107,773 0 0
NETEASE INC SPONSORED ADS 67066G104 6,298 26,767 SH   SOLE   26,767 0 0
NEXTERA ENERGY INC COM 64110D104 2,448 39,329 SH   SOLE   39,329 0 0
NIKE INC CL B 64110W102 3,954 12,894 SH   SOLE   12,894 0 0
NVIDIA CORP COM 65339F101 19,570 80,813 SH   SOLE   80,813 0 0
OMNICOM GROUP INC COM 681919106 3,438 42,437 SH   SOLE   42,437 0 0
ORACLE CORP COM 68389X105 3,922 74,024 SH   SOLE   74,024 0 0
PARSLEY ENERGY INC CL A 693475105 2,845 17,823 SH   SOLE   17,823 0 0
PAYCOM SOFTWARE INC COM 693506107 4,293 32,161 SH   SOLE   32,161 0 0
PEPSICO INC COM 701877102 875 46,264 SH   SOLE   46,264 0 0
PNC FINL SVCS GROUP INC COM 70432V102 2,990 11,295 SH   SOLE   11,295 0 0
PPG INDS INC COM 713448108 13,194 96,540 SH   SOLE   96,540 0 0
PROCTER & GAMBLE CO COM 742718109 23,667 189,490 SH   SOLE   189,490 0 0
PROLOGIS INC COM 74340W103 24,504 274,891 SH   SOLE   274,891 0 0
QORVO INC COM 74736K101 3,848 33,111 SH   SOLE   33,111 0 0
QUALCOMM INC COM 747525103 5,671 64,278 SH   SOLE   64,278 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 5,632 34,541 SH   SOLE   34,541 0 0
REPUBLIC SVCS INC COM 760759100 14,072 156,996 SH   SOLE   156,996 0 0
S&P GLOBAL INC COM 78409V104 15,011 54,977 SH   SOLE   54,977 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 78462F103 1,315 4,087 SH   SOLE   4,087 0 0
SEMPRA ENERGY COM 816851109 11,511 75,987 SH   SOLE   75,987 0 0
SERVICENOW INC COM 81762P102 4,950 17,535 SH   SOLE   17,535 0 0
SHERWIN WILLIAMS CO COM 824348106 4,857 8,323 SH   SOLE   8,323 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,596 13,204 SH   SOLE   13,204 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 681 30,272 SH   SOLE   30,272 0 0
SPDR S&P 500 ETF TR TR UNIT 855244109 15,533 176,670 SH   SOLE   176,670 0 0
STARBUCKS CORP COM 858119100 444 13,052 SH   SOLE   13,052 0 0
STEEL DYNAMICS INC COM 863667101 8,817 41,997 SH   SOLE   41,997 0 0
STRYKER CORP COM 871607107 7,846 56,367 SH   SOLE   56,367 0 0
SYNOPSYS INC COM 871829107 4,934 57,686 SH   SOLE   57,686 0 0
SYSCO CORP COM H84989104 6,840 71,366 SH   SOLE   71,366 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 872540109 5,268 86,275 SH   SOLE   86,275 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874039100 12,241 210,685 SH   SOLE   210,685 0 0
TARGET CORP COM 874054109 3,516 28,715 SH   SOLE   28,715 0 0
TAYLOR MORRISON HOME CORP COM 87612E106 14,745 115,010 SH   SOLE   115,010 0 0
TE CONNECTIVITY LTD REG SHS 87724P106 2,889 132,146 SH   SOLE   132,146 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,871 130,690 SH   SOLE   130,690 0 0
TELEPHONE & DATA SYS INC COM COM NEW 879433829 2,323 91,335 SH   SOLE   91,335 0 0
TEXAS INSTRS INC COM 882508104 3,899 30,390 SH   SOLE   30,390 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,878 30,406 SH   SOLE   30,406 0 0
TJX COS INC NEW COM 892672106 2,947 63,583 SH   SOLE   63,583 0 0
TRADEWEB MKTS INC CL A 902973304 13,441 226,701 SH   SOLE   226,701 0 0
UBER TECHNOLOGIES INC COM 90353T100 998 33,541 SH   SOLE   33,541 0 0
UNION PACIFIC CORP COM 907818108 12,438 68,797 SH   SOLE   68,797 0 0
UNITED RENTALS INC COM 911363109 1,652 9,903 SH   SOLE   9,903 0 0
UNITEDHEALTH GROUP INC COM 91324P102 20,214 68,760 SH   SOLE   68,760 0 0
US BANCORP DEL COM NEW 918204108 5,266 52,839 SH   SOLE   52,839 0 0
V F CORP COM 921909768 7,551 135,592 SH   SOLE   135,592 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 68,569 419,077 SH   SOLE   419,077 0 0
VANGUARD STAR FD VG TL INTL STK F 922475108 3,436 24,427 SH   SOLE   24,427 0 0
VEEVA SYS INC CL A COM 92343E102 3,818 19,814 SH   SOLE   19,814 0 0
VERISIGN INC COM 92343V104 17,538 285,628 SH   SOLE   285,628 0 0
VERIZON COMMUNICATIONS INC COM 92532F100 1,256 5,736 SH   SOLE   5,736 0 0
VERTEX PHARMACEUTICALS INC COM 925550105 2,428 161,898 SH   SOLE   161,898 0 0
VIAVI SOLUTIONS INC COM 92826C839 23,617 125,689 SH   SOLE   125,689 0 0
VISA INC COM CL A 929160109 9,627 66,861 SH   SOLE   66,861 0 0
VULCAN MATLS CO COM 931427108 1,283 21,767 SH   SOLE   21,767 0 0
WALGREENS BOOTS ALLIANCE INC COM 94106L109 12,848 112,744 SH   SOLE   112,744 0 0
WASTE MGMT INC DEL COM 974155103 2,907 33,708 SH   SOLE   33,708 0 0
WINGSTOP INC COM 98421M106 3,200 86,802 SH   SOLE   86,802 0 0
XEROX HOLDINGS CORP COM NEW 98978V103 9,132 69,000 SH   SOLE   69,000 0 0
ZOETIS INC CL A 464285105 10,189 702,722 SH   SOLE   702,722 0 0