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 18,215 373,864 SH   SOLE   373,864 0 0
ABBOTT LABORATORIES Common Stock 002824100 22,784 288,729 SH   SOLE   288,729 0 0
ABBVIE INC Common Stock 00287Y109 19,800 259,879 SH   SOLE   259,879 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 1,333 22,413 SH   SOLE   22,413 0 0
AFLAC INC Common Stock 001055102 108 3,166 SH   SOLE   3,166 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 1,789 24,975 SH   SOLE   24,975 0 0
ALCON INC Common Stock H01301128 1,539 30,281 SH   SOLE   30,281 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 19,386 215,905 SH   SOLE   215,905 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 225,936 1,161,743 SH   SOLE   1,161,743 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 1,109 6,373 SH   SOLE   6,373 0 0
ALPHABET INC Common Stock 02079K107 3,395 2,920 SH   SOLE   2,920 0 0
ALPHABET INC Common Stock 02079K305 24,937 21,461 SH   SOLE   21,461 0 0
ALTRIA GROUP INC Common Stock 02209S103 795 20,568 SH   SOLE   20,568 0 0
AMAZON.COM INC Common Stock 023135106 7,939 4,072 SH   SOLE   4,072 0 0
AMBEV SA ADR 02319V103 18,377 7,989,845 SH   SOLE   7,989,845 0 0
AMEDISYS INC Common Stock 023436108 11,199 61,015 SH   SOLE   61,015 0 0
ANHEUSER-BUSCH INBEV SA/NV ADR 03524A108 527 11,936 SH   SOLE   11,936 0 0
ANTHEM INC Common Stock 036752103 1,564 6,888 SH   SOLE   6,888 0 0
APPLE INC Common Stock 037833100 7,137 28,066 SH   SOLE   28,066 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 891 6,516 SH   SOLE   6,516 0 0
BANCOLOMBIA SA ADR 05968L102 12,966 519,463 SH   SOLE   519,463 0 0
BANK OF AMERICA CORP Common Stock 060505104 1,586 74,727 SH   SOLE   74,727 0 0
BECTON DICKINSON AND CO Common Stock 075887109 4,759 20,711 SH   SOLE   20,711 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 7,473 5,555 SH   SOLE   5,555 0 0
BROADCOM INC Common Stock 11135F101 26,154 110,308 SH   SOLE   110,308 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 3,622 107,747 SH   SOLE   107,747 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 2,133 21,218 SH   SOLE   21,218 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105 1,940 2,964 SH   SOLE   2,964 0 0
CITIGROUP INC Common Stock 172967424 16,452 390,594 SH   SOLE   390,594 0 0
CME GROUP INC/IL Common Stock 12572Q105 1,133 6,555 SH   SOLE   6,555 0 0
COCA-COLA EUROPEAN PARTNERS PL Common Stock G25839104 2,531 67,441 SH   SOLE   67,441 0 0
DELTA AIR LINES INC Common Stock 247361702 1,013 35,516 SH   SOLE   35,516 0 0
DISCOVER FINANCIAL SERVICES Common Stock 254709108 1,357 38,031 SH   SOLE   38,031 0 0
DR REDDY'S LABORATORIES LTD ADR 256135203 972 24,100 SH   SOLE   24,100 0 0
EBAY INC Common Stock 278642103 19,760 657,357 SH   SOLE   657,357 0 0
ELECTRONIC ARTS INC Common Stock 285512109 1,581 15,787 SH   SOLE   15,787 0 0
FACEBOOK INC Common Stock 30303M102 24,319 145,795 SH   SOLE   145,795 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 2,797 10,728 SH   SOLE   10,728 0 0
FAIR ISAAC CORP Common Stock 303250104 1,023 3,325 SH   SOLE   3,325 0 0
FIDELITY NATIONAL INFORMATION Common Stock 31620M106 28,233 232,104 SH   SOLE   232,104 0 0
FIRST AMERICAN FINANCIAL CORP Common Stock 31847R102 1,121 26,423 SH   SOLE   26,423 0 0
FOX CORP Common Stock 35137L105 2,164 91,588 SH   SOLE   91,588 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 1,584 57,180 SH   SOLE   57,180 0 0
GENERAC HOLDINGS INC Common Stock 368736104 2,074 22,256 SH   SOLE   22,256 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 1,861 12,039 SH   SOLE   12,039 0 0
HDFC BANK LTD ADR 40415F101 799 20,780 SH   SOLE   20,780 0 0
HESS CORP Common Stock 42809H107 811 24,347 SH   SOLE   24,347 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 21,129 157,924 SH   SOLE   157,924 0 0
ICON PLC Common Stock G4705A100 1,374 10,102 SH   SOLE   10,102 0 0
INGERSOLL RAND INC Common Stock 45687V106 6,916 278,852 SH   SOLE   278,852 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 20,402 252,660 SH   SOLE   252,660 0 0
INTUIT INC Common Stock 461202103 4,812 20,921 SH   SOLE   20,921 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 1,525 14,142 SH   SOLE   14,142 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 32,024 1,328,233 SH   SOLE   1,328,233 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 2,005 25,294 SH   SOLE   25,294 0 0
JOHNSON & JOHNSON Common Stock 478160104 25,467 194,213 SH   SOLE   194,213 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 17,615 210,501 SH   SOLE   210,501 0 0
KINROSS GOLD CORP Common Stock 496902404 1,868 469,302 SH   SOLE   469,302 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 19,336 223,636 SH   SOLE   223,636 0 0
MASTERCARD INC Common Stock 57636Q104 28,177 116,647 SH   SOLE   116,647 0 0
MEDTRONIC PLC Common Stock G5960L103 6,678 74,049 SH   SOLE   74,049 0 0
MERCK & CO INC Common Stock 58933Y105 4,030 52,380 SH   SOLE   52,380 0 0
MICROSOFT CORP Common Stock 594918104 53,119 336,812 SH   SOLE   336,812 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 12,331 246,231 SH   SOLE   246,231 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 1,334 23,719 SH   SOLE   23,719 0 0
MOODY'S CORP Common Stock 615369105 5,283 24,980 SH   SOLE   24,980 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 14,197 417,550 SH   SOLE   417,550 0 0
MSCI INC Common Stock 55354G100 1,590 5,504 SH   SOLE   5,504 0 0
NETEASE INC ADR 64110W102 39,385 122,710 SH   SOLE   122,710 0 0
NIKE INC Common Stock 654106103 3,527 42,624 SH   SOLE   42,624 0 0
NOMAD FOODS LTD Common Stock G6564A105 7,067 380,786 SH   SOLE   380,786 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 23,487 283,216 SH   SOLE   283,216 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 2,003 6,655 SH   SOLE   6,655 0 0
PEPSICO INC Common Stock 713448108 1,067 8,882 SH   SOLE   8,882 0 0
PETROLEO BRASILEIRO SA ADR 71654V408 31,272 5,685,851 SH   SOLE   5,685,851 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 4,905 67,225 SH   SOLE   67,225 0 0
POPULAR INC Common Stock 733174700 13,368 381,938 SH   SOLE   381,938 0 0
RADIAN GROUP INC Common Stock 750236101 977 75,444 SH   SOLE   75,444 0 0
RAYTHEON CO Common Stock 755111507 17,641 134,509 SH   SOLE   134,509 0 0
RELIANCE STEEL & ALUMINUM CO Common Stock 759509102 17,245 196,883 SH   SOLE   196,883 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 388 80,126 SH   SOLE   80,126 0 0
S&P GLOBAL INC Common Stock 78409V104 25,716 104,942 SH   SOLE   104,942 0 0
SNAP-ON INC Common Stock 833034101 1,249 11,477 SH   SOLE   11,477 0 0
STATE STREET CORP Common Stock 857477103 17,957 337,093 SH   SOLE   337,093 0 0
STRYKER CORP Common Stock 863667101 1,796 10,789 SH   SOLE   10,789 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 21,574 451,437 SH   SOLE   451,437 0 0
TERNIUM SA ADR 880890108 6,044 507,897 SH   SOLE   507,897 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 17,074 60,204 SH   SOLE   60,204 0 0
TRADEWEB MARKETS INC Common Stock 892672106 962 22,894 SH   SOLE   22,894 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 16,322 197,629 SH   SOLE   197,629 0 0
TRANSUNION Common Stock 89400J107 19,182 289,849 SH   SOLE   289,849 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 3,113 12,484 SH   SOLE   12,484 0 0
VALERO ENERGY CORP Common Stock 91913Y100 1,464 32,265 SH   SOLE   32,265 0 0
VERISIGN INC Common Stock 92343E102 7,213 40,050 SH   SOLE   40,050 0 0
VIPSHOP HOLDINGS LTD ADR 92763W103 1,271 81,560 SH   SOLE   81,560 0 0
VISA INC Common Stock 92826C839 11,687 72,535 SH   SOLE   72,535 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 11,520 530,864 SH   SOLE   530,864 0 0
XTRACKERS HARVEST CSI 300 CHIN ETP 233051879 33,720 1,302,427 SH   SOLE   1,302,427 0 0
ZOETIS INC Common Stock 98978V103 1,621 13,771 SH   SOLE   13,771 0 0