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
51job ADR 316827104 107 1,742 SH   SOLE   1,742 0 0
58.com ADR 31680Q104 354 7,256 SH   SOLE   7,256 0 0
Abbott Laboratories Common Stock 002824100 172,388 2,184,616 SH   SOLE   2,078,918 0 105,698
Adobe Common Stock 00724F101 594,664 1,868,602 SH   SOLE   1,732,042 0 136,560
Alibaba Group Holding ADR 01609W102 570,881 2,935,422 SH   SOLE   2,699,633 0 235,789
Alphabet -CL A Common Stock 02079K305 483,799 416,368 SH   SOLE   387,269 0 29,099
Alphabet -CL C Common Stock 02079K107 16,322 14,037 SH   SOLE   13,030 0 1,007
Amazon.com Common Stock 023135106 354,420 181,780 SH   SOLE   172,546 0 9,234
Aon PLC Non-US Incorp.Common Stock G0408V102 62,925 381,267 SH   SOLE   364,574 0 16,693
Arco Platform Non-US Prime Listing G04553106 334 7,910 SH   SOLE   7,910 0 0
Automatic Data Processing Common Stock 053015103 217,831 1,593,730 SH   SOLE   1,512,155 0 81,575
Baozun ADR 06684L103 553 19,794 SH   SOLE   19,794 0 0
Bank of Montreal Non-US Prime Listing 063671101 721 14,400 SH   SOLE   14,400 0 0
Becton, Dickinson & Company Common Stock 075887109 168,701 734,215 SH   SOLE   696,416 0 37,799
Boston Scientific Common Stock 101137107 118,045 3,617,697 SH   SOLE   3,441,553 0 176,144
Burlington Stores Common Stock 122017106 104,760 661,110 SH   SOLE   627,525 0 33,585
Canadian Pacific Railway Non-US Prime Listing 13645T100 1,175 5,351 SH   SOLE   5,351 0 0
Coca-Cola FEMSA ADR 191241108 113 2,805 SH   SOLE   2,805 0 0
Elanco Animal Health Common Stock 28414H103 106,857 4,772,531 SH   SOLE   4,540,578 0 231,953
Endava ADR 29260V105 488 13,872 SH   SOLE   13,872 0 0
EPAM Systems Common Stock 29414B104 215,868 1,162,706 SH   SOLE   1,102,928 0 59,778
Facebook Common Stock 30303M102 371,779 2,228,885 SH   SOLE   2,074,204 0 154,681
Fomento Economico Mexicano ADR 344419106 132 2,185 SH   SOLE   2,185 0 0
Global Payments Common Stock 37940X102 104,553 724,905 SH   SOLE   688,871 0 36,034
Globant Non-US Prime Listing L44385109 714 8,125 SH   SOLE   8,125 0 0
HDFC Bank ADR 40415F101 306 7,967 SH   SOLE   7,967 0 0
Huazhu Group ADR 44332N106 210 7,302 SH   SOLE   7,302 0 0
Intuit Common Stock 461202103 191,810 833,954 SH   SOLE   791,176 0 42,778
Intuitive Surgical Common Stock 46120E602 495 1,000 SH   SOLE   1,000 0 0
iShares Russell 1000 Growth Exchange Traded Fund 464287614 389 2,586 SH   SOLE   2,586 0 0
JD.com ADR 47215P106 115,649 2,855,534 SH   SOLE   2,559,624 0 295,910
Kering ADR 492089107 202 3,903 SH   SOLE   3,903 0 0
Lamar Advertising Common Stock 512816109 2,174 42,400 SH   SOLE   42,400 0 0
MasterCard Common Stock 57636Q104 12,579 52,072 SH   SOLE   52,072 0 0
Microsoft Common Stock 594918104 757,952 4,805,986 SH   SOLE   4,457,615 0 348,371
Momo ADR 60879B107 355 16,361 SH   SOLE   16,361 0 0
Monster Beverage Common Stock 61174X109 51,625 917,623 SH   SOLE   875,026 0 42,597
Neurocrine Biosciences Common Stock 64125C109 74,437 860,053 SH   SOLE   815,753 0 44,300
New Oriental Education ADR 647581107 136,648 1,262,458 SH   SOLE   1,138,385 0 124,073
Nice Ltd ADR 653656108 4,069 28,344 SH   SOLE   28,344 0 0
Paypal Holdings Common Stock 70450Y103 386,254 4,034,420 SH   SOLE   3,728,122 0 306,298
Royal Bank of Canada Non-US Prime Listing 780087102 1,370 22,300 SH   SOLE   22,300 0 0
Sirius XM Holdings Common Stock 82968B103 112,708 22,815,500 SH   SOLE   21,767,782 0 1,047,718
Tencent Holdings ADR 88032Q109 367,294 7,482,669 SH   SOLE   7,081,656 0 401,013
Tencent Music Entertainment ADR 88034P109 428 42,578 SH   SOLE   42,578 0 0
Thermo Fisher Scientific Common Stock 883556102 35,615 125,584 SH   SOLE   123,259 0 2,325
Toronto-Dominion Bank Non-US Prime Listing 891160509 1,880 44,600 SH   SOLE   44,600 0 0
Varian Medical Systems Common Stock 92220P105 78,914 768,683 SH   SOLE   731,936 0 36,747
Visa Common Stock 92826C839 389,058 2,414,710 SH   SOLE   2,226,909 0 187,801
Zoetis Common Stock 98978V103 214,961 1,826,500 SH   SOLE   1,733,513 0 92,987