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
ADOBE SYSTEMS INCORPORATED COM 00724F101 6,682 11,607 SH   DFND 1 11,607 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 107,369 186,496 SH   DFND 2 186,496 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 77,649 524,475 SH   DFND 1 524,475 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 135,248 913,529 SH   DFND 2 913,529 0 0
AMAZON COM INC COM 023135106 25,173 7,663 SH   DFND 2 7,663 0 0
ANSYS INC COM 03662Q105 5,793 17,016 SH   DFND 1 17,016 0 0
ANSYS INC COM 03662Q105 100,098 294,016 SH   DFND 2 294,016 0 0
AUTODESK INC COM 052769106 4,855 17,024 SH   DFND 1 17,024 0 0
AUTODESK INC COM 052769106 91,487 320,814 SH   DFND 2 320,814 0 0
COSAN S A ADS 22113B103 4 244 SH   DFND 1 244 0 0
COSAN S A ADS 22113B103 26,050 1,555,221 SH   DFND 2 1,555,221 0 0
CREDICORP LTD COM G2519Y108 24,274 218,807 SH   DFND 1 218,807 0 0
CREDICORP LTD COM G2519Y108 28,147 253,718 SH   DFND 2 253,718 0 0
ECOLAB INC COM 278865100 20,489 98,214 SH   DFND 2 98,214 0 0
EPAM SYS INC COM 29414B104 80,909 141,827 SH   DFND 1 141,827 0 0
EPAM SYS INC COM 29414B104 145,966 255,865 SH   DFND 2 255,865 0 0
FARFETCH LTD ORD SH CL A 30744W107 14,382 383,719 SH   DFND 1 383,719 0 0
FARFETCH LTD ORD SH CL A 30744W107 100,563 2,683,114 SH   DFND 2 2,683,114 0 0
FERRARI N V COM N3167Y103 24,151 115,553 SH   DFND 1 115,553 0 0
FERRARI N V COM N3167Y103 81,800 391,161 SH   DFND 2 391,161 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 36,291 496,525 SH   DFND 1 496,525 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 75,991 1,039,691 SH   DFND 2 1,039,691 0 0
ICICI BANK LIMITED ADR 45104G104 44,977 2,383,505 SH   DFND 1 2,383,505 0 0
ICICI BANK LIMITED ADR 45104G104 41,829 2,216,668 SH   DFND 2 2,216,668 0 0
ILLUMINA INC COM 452327109 6,447 15,894 SH   DFND 1 15,894 0 0
ILLUMINA INC COM 452327109 90,011 221,914 SH   DFND 2 221,914 0 0
ISHARES INC MSCI STH KOR ETF 464286772 8,060 99,920 SH   DFND 2 99,920 0 0
ISHARES INC CORE MSCI EMKT 46434G103 1,836 29,735 SH   DFND 2 29,735 0 0
ISHARES TR MSCI INDIA ETF 46429B598 38,052 781,524 SH   DFND 1 781,524 0 0
ISHARES TR MSCI INDIA ETF 46429B598 588 12,069 SH   DFND 2 12,069 0 0
JD.COM INC SPON ADR CL A 47215P106 45,626 631,591 SH   DFND 1 631,591 0 0
JD.COM INC SPON ADR CL A 47215P106 52,129 721,606 SH   DFND 2 721,606 0 0
LAUDER ESTEE COS INC CL A 518439104 40,057 133,553 SH   DFND 2 133,553 0 0
LINDE PLC SHS G5494J103 30,732 104,753 SH   DFND 1 104,753 0 0
LINDE PLC SHS G5494J103 123,815 422,029 SH   DFND 2 422,029 0 0
MASIMO CORP COM 574795100 8,210 30,327 SH   DFND 1 30,327 0 0
MASIMO CORP COM 574795100 160,245 591,943 SH   DFND 2 591,943 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,319 18,175 SH   DFND 1 18,175 0 0
MASTERCARD INCORPORATED CL A 57636Q104 85,919 247,120 SH   DFND 2 247,120 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 32,269 23,428 SH   DFND 1 23,428 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 39,952 29,006 SH   DFND 2 29,006 0 0
MICROSOFT CORP COM 594918104 8,938 31,704 SH   DFND 1 31,704 0 0
MICROSOFT CORP COM 594918104 131,504 466,457 SH   DFND 2 466,457 0 0
NIKE INC CL B 654106103 40,455 278,561 SH   DFND 2 278,561 0 0
NVIDIA CORPORATION COM 67066G104 8,535 41,200 SH   DFND 1 41,200 0 0
NVIDIA CORPORATION COM 67066G104 154,323 744,945 SH   DFND 2 744,945 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 2 79 SH   DFND 1 79 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 13,120 516,522 SH   DFND 2 516,522 0 0
RESMED INC COM 761152107 8,438 32,016 SH   DFND 1 32,016 0 0
RESMED INC COM 761152107 103,124 391,289 SH   DFND 2 391,289 0 0
SEA LTD SPONSORD ADS 81141R100 59,429 186,456 SH   DFND 1 186,456 0 0
SEA LTD SPONSORD ADS 81141R100 70,059 219,808 SH   DFND 2 219,808 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 142,928 1,280,144 SH   DFND 1 1,280,144 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 245,766 2,201,219 SH   DFND 2 2,201,219 0 0
TERADYNE INC COM 880770102 33,948 310,962 SH   DFND 2 310,962 0 0
VEEVA SYS INC CL A COM 922475108 6,860 23,806 SH   DFND 1 23,806 0 0
VEEVA SYS INC CL A COM 922475108 114,706 398,050 SH   DFND 2 398,050 0 0
VISA INC COM CL A 92826C839 31,387 140,905 SH   DFND 2 140,905 0 0
ZOETIS INC CL A 98978V103 20,714 106,696 SH   DFND 2 106,696 0 0