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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE SYSTEMS INCORPORATEDCOM00724F10183,303175,238SH DFND2175,23800
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10289,700395,623SH DFND1395,62300
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102213,593942,058SH DFND2942,05800
AMAZON COM INCCOM02313510623,4567,581SH DFND27,58100
ANSYS INCCOM03662Q10594,612278,632SH DFND2278,63200
CANADIAN NATL RY COCOM13637510220,362175,474SH DFND2175,47400
COSAN S AADS22113B10337,3152,310,530SH DFND12,310,53000
COSAN S AADS22113B10340,8672,530,468SH DFND22,530,46800
CREDICORP LTDCOMG2519Y10824,752181,242SH DFND1181,24200
CREDICORP LTDCOMG2519Y10828,634209,662SH DFND2209,66200
CYBERARK SOFTWARE LTDSHSM2682V10811,52289,080SH DFND189,08000
CYBERARK SOFTWARE LTDSHSM2682V10855,233427,036SH DFND2427,03600
ECOLAB INCCOM27886510020,80197,167SH DFND297,16700
EPAM SYS INCCOM29414B10478,225197,195SH DFND1197,19500
EPAM SYS INCCOM29414B104112,349283,217SH DFND2283,21700
FERRARI N VCOMN3167Y10318,85790,102SH DFND190,10200
FERRARI N VCOMN3167Y10367,687323,429SH DFND2323,42900
HDFC BANK LTDSPONSORED ADS40415F10128,338364,753SH DFND1364,75300
HDFC BANK LTDSPONSORED ADS40415F10170,512907,605SH DFND2907,60500
ICICI BANK LIMITEDADR45104G10415,918993,008SH DFND1993,00800
ICICI BANK LIMITEDADR45104G10416,1761,009,092SH DFND21,009,09200
ILLUMINA INCCOM45232710979,392206,717SH DFND2206,71700
ISHARES INCMSCI STH KOR ETF46428677214,668163,521SH DFND2163,52100
ISHARES TRMSCI INDIA ETF46429B59832,456769,455SH DFND1769,45500
JD.COM INCSPON ADR CL A47215P10644,200524,132SH DFND1524,13200
JD.COM INCSPON ADR CL A47215P10649,058581,735SH DFND2581,73500
LAUDER ESTEE COS INCCL A51843910438,970133,987SH DFND2133,98700
LINDE PLCSHSG5494J10322,50980,349SH DFND180,34900
LINDE PLCSHSG5494J103107,099382,304SH DFND2382,30400
MASIMO CORPCOM574795100112,145488,307SH DFND2488,30700
MASTERCARD INCORPORATEDCL A57636Q10481,647229,312SH DFND2229,31200
METTLER TOLEDO INTERNATIONALCOM59268810527,18223,520SH DFND123,52000
METTLER TOLEDO INTERNATIONALCOM59268810587,57875,780SH DFND275,78000
MICROSOFT CORPCOM594918104103,295438,116SH DFND2438,11600
NIKE INCCL B65410610325,241189,941SH DFND2189,94100
NVIDIA CORPORATIONCOM67066G10466,774125,062SH DFND2125,06200
P T TELEKOMUNIKASI INDONESIASPONSORED ADR715684106279SH DFND17900
P T TELEKOMUNIKASI INDONESIASPONSORED ADR7156841068,584363,093SH DFND2363,09300
RESMED INCCOM7611521071683SH DFND18300
RESMED INCCOM76115210770,406362,878SH DFND2362,87800
STARBUCKS CORPCOM85524410969,770638,510SH DFND2638,51000
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910091,667774,999SH DFND1774,99900
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS874039100200,8481,698,075SH DFND21,698,07500
TURKCELL ILETISIM HIZMETLERISPON ADR NEW9001112041221SH DFND122100
TURKCELL ILETISIM HIZMETLERISPON ADR NEW9001112045,0351,078,209SH DFND21,078,20900
VEEVA SYS INCCL A COM92247510855,796213,582SH DFND2213,58200
VISA INCCOM CL A92826C83929,695140,251SH DFND2140,25100
ZOETIS INCCL A98978V10316,623105,559SH DFND2105,55900