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 83,303 175,238 SH   DFND 2 175,238 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 89,700 395,623 SH   DFND 1 395,623 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 213,593 942,058 SH   DFND 2 942,058 0 0
AMAZON COM INC COM 023135106 23,456 7,581 SH   DFND 2 7,581 0 0
ANSYS INC COM 03662Q105 94,612 278,632 SH   DFND 2 278,632 0 0
CANADIAN NATL RY CO COM 136375102 20,362 175,474 SH   DFND 2 175,474 0 0
COSAN S A ADS 22113B103 37,315 2,310,530 SH   DFND 1 2,310,530 0 0
COSAN S A ADS 22113B103 40,867 2,530,468 SH   DFND 2 2,530,468 0 0
CREDICORP LTD COM G2519Y108 24,752 181,242 SH   DFND 1 181,242 0 0
CREDICORP LTD COM G2519Y108 28,634 209,662 SH   DFND 2 209,662 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 11,522 89,080 SH   DFND 1 89,080 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 55,233 427,036 SH   DFND 2 427,036 0 0
ECOLAB INC COM 278865100 20,801 97,167 SH   DFND 2 97,167 0 0
EPAM SYS INC COM 29414B104 78,225 197,195 SH   DFND 1 197,195 0 0
EPAM SYS INC COM 29414B104 112,349 283,217 SH   DFND 2 283,217 0 0
FERRARI N V COM N3167Y103 18,857 90,102 SH   DFND 1 90,102 0 0
FERRARI N V COM N3167Y103 67,687 323,429 SH   DFND 2 323,429 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 28,338 364,753 SH   DFND 1 364,753 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 70,512 907,605 SH   DFND 2 907,605 0 0
ICICI BANK LIMITED ADR 45104G104 15,918 993,008 SH   DFND 1 993,008 0 0
ICICI BANK LIMITED ADR 45104G104 16,176 1,009,092 SH   DFND 2 1,009,092 0 0
ILLUMINA INC COM 452327109 79,392 206,717 SH   DFND 2 206,717 0 0
ISHARES INC MSCI STH KOR ETF 464286772 14,668 163,521 SH   DFND 2 163,521 0 0
ISHARES TR MSCI INDIA ETF 46429B598 32,456 769,455 SH   DFND 1 769,455 0 0
JD.COM INC SPON ADR CL A 47215P106 44,200 524,132 SH   DFND 1 524,132 0 0
JD.COM INC SPON ADR CL A 47215P106 49,058 581,735 SH   DFND 2 581,735 0 0
LAUDER ESTEE COS INC CL A 518439104 38,970 133,987 SH   DFND 2 133,987 0 0
LINDE PLC SHS G5494J103 22,509 80,349 SH   DFND 1 80,349 0 0
LINDE PLC SHS G5494J103 107,099 382,304 SH   DFND 2 382,304 0 0
MASIMO CORP COM 574795100 112,145 488,307 SH   DFND 2 488,307 0 0
MASTERCARD INCORPORATED CL A 57636Q104 81,647 229,312 SH   DFND 2 229,312 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 27,182 23,520 SH   DFND 1 23,520 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 87,578 75,780 SH   DFND 2 75,780 0 0
MICROSOFT CORP COM 594918104 103,295 438,116 SH   DFND 2 438,116 0 0
NIKE INC CL B 654106103 25,241 189,941 SH   DFND 2 189,941 0 0
NVIDIA CORPORATION COM 67066G104 66,774 125,062 SH   DFND 2 125,062 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 2 79 SH   DFND 1 79 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 8,584 363,093 SH   DFND 2 363,093 0 0
RESMED INC COM 761152107 16 83 SH   DFND 1 83 0 0
RESMED INC COM 761152107 70,406 362,878 SH   DFND 2 362,878 0 0
STARBUCKS CORP COM 855244109 69,770 638,510 SH   DFND 2 638,510 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 91,667 774,999 SH   DFND 1 774,999 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 200,848 1,698,075 SH   DFND 2 1,698,075 0 0
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 1 221 SH   DFND 1 221 0 0
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 5,035 1,078,209 SH   DFND 2 1,078,209 0 0
VEEVA SYS INC CL A COM 922475108 55,796 213,582 SH   DFND 2 213,582 0 0
VISA INC COM CL A 92826C839 29,695 140,251 SH   DFND 2 140,251 0 0
ZOETIS INC CL A 98978V103 16,623 105,559 SH   DFND 2 105,559 0 0