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 545 7,593 SH   SOLE   7,593 0 0
Abbott Laboratories Common Stock 002824100 76,232 833,775 SH   SOLE   794,013 0 39,762
Accenture Non-US Prime Listing G1151C101 623 2,900 SH   SOLE   2,900 0 0
Adobe Common Stock 00724F101 790,916 1,816,903 SH   SOLE   1,685,341 0 131,562
Alibaba Group Holding ADR 01609W102 752,439 3,488,360 SH   SOLE   3,196,046 0 292,314
Alphabet -CL A Common Stock 02079K305 591,995 417,471 SH   SOLE   388,903 0 28,568
Alphabet -CL C Common Stock 02079K107 18,995 13,437 SH   SOLE   12,534 0 903
Amazon.com Common Stock 023135106 503,275 182,424 SH   SOLE   173,269 0 9,155
Aon Non-US Incorp.Common Stock G0403H108 169,013 877,530 SH   SOLE   836,637 0 40,893
Arco Platform Non-US Prime Listing G04553106 332 7,640 SH   SOLE   7,640 0 0
AstraZeneca ADR 046353108 3,856 72,910 SH   SOLE   72,910 0 0
Autohome ADR 05278C107 550 7,280 SH   SOLE   7,280 0 0
Automatic Data Processing Common Stock 053015103 234,827 1,577,187 SH   SOLE   1,498,016 0 79,171
Baozun ADR 06684L103 741 19,279 SH   SOLE   19,279 0 0
Becton, Dickinson & Company Common Stock 075887109 74,850 312,822 SH   SOLE   297,495 0 15,327
Boston Scientific Common Stock 101137107 72,443 2,063,319 SH   SOLE   1,962,735 0 100,584
Burlington Stores Common Stock 122017106 133,592 678,372 SH   SOLE   645,740 0 32,632
Canadian Pacific Railway Non-US Prime Listing 13645T100 1,279 5,009 SH   SOLE   5,009 0 0
Elanco Animal Health Common Stock 28414H103 24,972 1,164,187 SH   SOLE   1,141,512 0 22,675
Endava ADR 29260V105 638 13,206 SH   SOLE   13,206 0 0
EPAM Systems Common Stock 29414B104 296,845 1,177,910 SH   SOLE   1,119,260 0 58,650
Facebook Common Stock 30303M102 503,543 2,217,569 SH   SOLE   2,065,502 0 152,067
Global Payments Common Stock 37940X102 122,511 722,269 SH   SOLE   687,295 0 34,974
Globant Non-US Prime Listing L44385109 593 3,957 SH   SOLE   3,957 0 0
GoDaddy Common Stock 380237107 80,016 1,091,184 SH   SOLE   1,026,045 0 65,139
Huazhu Group ADR 44332N106 553 15,764 SH   SOLE   15,764 0 0
Intuit Common Stock 461202103 248,708 839,688 SH   SOLE   798,163 0 41,525
iShares Russell 1000 Growth Exchange Traded Fund 464287614 878 4,572 SH   SOLE   4,572 0 0
JD.com ADR 47215P106 235,408 3,911,739 SH   SOLE   3,449,080 0 462,659
Keurig Dr Pepper Common Stock 49271V100 24,642 867,687 SH   SOLE   867,687 0 0
Lamar Advertising Common Stock 512816109 1,979 29,640 SH   SOLE   29,640 0 0
Marsh & McLennan Common Stock 571748102 644 6,000 SH   SOLE   6,000 0 0
MasterCard Common Stock 57636Q104 31,635 106,984 SH   SOLE   105,059 0 1,925
Microsoft Common Stock 594918104 967,570 4,754,411 SH   SOLE   4,413,143 0 341,268
Monster Beverage Common Stock 61174X109 117,942 1,701,427 SH   SOLE   1,625,833 0 75,594
Neurocrine Biosciences Common Stock 64125C109 105,606 865,614 SH   SOLE   822,624 0 42,990
New Oriental Education ADR 647581107 16,885 129,655 SH   SOLE   129,655 0 0
Nice Ltd ADR 653656108 5,382 28,441 SH   SOLE   28,441 0 0
Paypal Holdings Common Stock 70450Y103 691,278 3,967,614 SH   SOLE   3,669,688 0 297,926
Sirius XM Holdings Common Stock 82968B103 133,195 22,690,913 SH   SOLE   21,673,486 0 1,017,427
Starbucks Common Stock 855244109 511 6,950 SH   SOLE   6,950 0 0
Tencent Holdings ADR 88032Q109 508,601 7,942,794 SH   SOLE   7,490,395 0 452,399
Tencent Music Entertainment ADR 88034P109 631 46,848 SH   SOLE   46,848 0 0
Thermo Fisher Scientific Common Stock 883556102 7,402 20,428 SH   SOLE   19,328 0 1,100
UnitedHealth Group Common Stock 91324P102 162,195 549,910 SH   SOLE   525,364 0 24,546
Varian Medical Systems Common Stock 92220P105 74,541 608,407 SH   SOLE   577,131 0 31,276
Vipshop Holdings ADR 92763W103 575 28,895 SH   SOLE   28,895 0 0
Visa Common Stock 92826C839 424,688 2,198,519 SH   SOLE   2,055,560 0 142,959
Zoetis Common Stock 98978V103 183,578 1,339,600 SH   SOLE   1,274,941 0 64,659