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
Abbott Labs Common Stock 002824100 10,849 90,530 SH   SOLE   90,530 0 0
Accenture Non-US Prime Listing G1151C101 1,259 4,556 SH   SOLE   4,556 0 0
Adidas ADR 00687A107 11 68 SH   SOLE   68 0 0
Adobe Common Stock 00724F101 684,091 1,439,070 SH   SOLE   1,343,370 0 95,700
Alibaba Group Holding ADR 01609W102 791,087 3,489,112 SH   SOLE   3,213,348 0 275,764
Alphabet -CL A Common Stock 02079K305 958,208 464,581 SH   SOLE   430,165 0 34,416
Alphabet -CL C Common Stock 02079K107 21,856 10,566 SH   SOLE   10,192 0 374
Amazon.com Common Stock 023135106 560,396 181,119 SH   SOLE   172,863 0 8,256
ANTA Sports Products ADR 03662P107 25 60 SH   SOLE   60 0 0
Aon Non-US Incorp.Common Stock G0403H108 175,920 764,505 SH   SOLE   730,394 0 34,111
Arco Platform Non-US Prime Listing G04553106 301 11,865 SH   SOLE   11,865 0 0
AstraZeneca ADR 046353108 21,596 434,338 SH   SOLE   434,338 0 0
Autohome ADR 05278C107 3,084 33,067 SH   SOLE   33,067 0 0
Automatic Data Processing Common Stock 053015103 197,617 1,048,535 SH   SOLE   1,000,337 0 48,198
Bank of Montreal Common Stock 063671101 1,615 18,130 SH   SOLE   18,130 0 0
Baozun ADR 06684L103 671 17,584 SH   SOLE   17,584 0 0
Booking Holdings Common Stock 09857L108 11,204 4,809 SH   SOLE   4,809 0 0
Boston Scientific Common Stock 101137107 122,091 3,158,898 SH   SOLE   3,016,357 0 142,541
Burlington Stores Common Stock 122017106 164,957 552,066 SH   SOLE   527,161 0 24,905
Canadian Pacific Railway Non-US Prime Listing 13645T100 2,974 7,841 SH   SOLE   7,841 0 0
Capgemini ADR 13961R100 37 1,076 SH   SOLE   1,076 0 0
Coca-Cola HBC ADR 191223205 17 520 SH   SOLE   520 0 0
DBS Group ADR 23304Y100 23 271 SH   SOLE   271 0 0
Endava ADR 29260V105 2,570 30,341 SH   SOLE   30,341 0 0
EPAM Systems Common Stock 29414B104 279,295 704,062 SH   SOLE   672,546 0 31,516
Evolution Gaming ADR 30051E104 37 248 SH   SOLE   248 0 0
Facebook Common Stock 30303M102 819,775 2,783,336 SH   SOLE   2,581,876 0 201,460
Fortinet Common Stock 34959E109 137,537 745,788 SH   SOLE   711,527 0 34,261
Galaxy Entertainment ADR 36318L203 25 543 SH   SOLE   543 0 0
Global Payments Common Stock 37940X102 167,626 831,558 SH   SOLE   794,464 0 37,094
GoDaddy Common Stock 380237107 4,327 55,740 SH   SOLE   54,225 0 1,515
Grifols ADR 398438200 27 1,973 SH   SOLE   1,973 0 0
HDFC Bank ADR 40415F101 22,705 292,255 SH   SOLE   292,255 0 0
ICICI Bank ADR 45104G104 5,829 363,601 SH   SOLE   363,601 0 0
Intuit Common Stock 461202103 296,414 773,807 SH   SOLE   738,371 0 35,436
iShares Russell 1000 Growth Exchange Traded Fund 464287614 1,031 4,243 SH   SOLE   4,243 0 0
JD.com ADR 47215P106 308,142 3,653,999 SH   SOLE   3,259,685 0 394,314
Kering ADR 492089107 11 153 SH   SOLE   153 0 0
Keurig Dr Pepper Common Stock 49271V100 1,054 30,660 SH   SOLE   30,660 0 0
Lamar Advertising Common Stock 512816109 3,017 32,120 SH   SOLE   32,120 0 0
Linde PLC Non-US Incorp.Common Stock G5494J103 1,971 7,035 SH   SOLE   7,035 0 0
Lufax Holding ADR 54975P102 5,152 354,806 SH   SOLE   354,806 0 0
Marsh & McLennan Common Stock 571748102 1,200 9,850 SH   SOLE   9,850 0 0
MasterCard Common Stock 57636Q104 142,317 399,709 SH   SOLE   382,654 0 17,055
Microsoft Common Stock 594918104 957,789 4,062,384 SH   SOLE   3,814,488 0 247,896
Monster Beverage Common Stock 61174X109 162,711 1,786,259 SH   SOLE   1,711,017 0 75,242
Neurocrine Biosciences Common Stock 64125C109 131,142 1,348,507 SH   SOLE   1,288,064 0 60,443
New Oriental Education ADR 647581107 21,860 1,561,396 SH   SOLE   1,561,396 0 0
Nexi Spa ADR 65343F105 29 1,642 SH   SOLE   1,642 0 0
Nice Ltd ADR 653656108 8,509 39,037 SH   SOLE   39,037 0 0
NVIDIA Common Stock 67066G104 109,629 205,327 SH   SOLE   196,160 0 9,167
Paypal Holdings Common Stock 70450Y103 723,983 2,981,315 SH   SOLE   2,777,837 0 203,478
Ping An Insurance ADR 72341E304 15 611 SH   SOLE   611 0 0
Recruit Holdings ADR 75629J101 19 1,963 SH   SOLE   1,963 0 0
Royal Bank of Canada Common Stock 780087102 1,530 16,610 SH   SOLE   16,610 0 0
Safran ADR 786584102 23 667 SH   SOLE   667 0 0
Sirius XM Holdings Common Stock 82968B103 170,161 27,941,056 SH   SOLE   26,710,120 0 1,230,936
Sonova Holdings ADR 83569C102 18 345 SH   SOLE   345 0 0
Straumann Holding ADR 86317T103 18 281 SH   SOLE   281 0 0
Tencent Holdings ADR 88032Q109 501,734 6,298,397 SH   SOLE   5,953,532 0 344,865
Tencent Music Entertainment ADR 88034P109 1,060 51,720 SH   SOLE   51,720 0 0
Thai Beverage ADR 88321L100 9 164 SH   SOLE   164 0 0
Toronto Dominion Bank Common Stock 891160509 1,555 23,860 SH   SOLE   23,860 0 0
United Parcel Service Common Stock 911312106 11,976 70,448 SH   SOLE   70,448 0 0
UnitedHealth Group Common Stock 91324P102 176,989 475,686 SH   SOLE   455,501 0 20,185
Vipshop Holdings ADR 92763W103 1,243 41,643 SH   SOLE   41,643 0 0
Visa Common Stock 92826C839 347,854 1,642,912 SH   SOLE   1,564,560 0 78,352
Zoetis Common Stock 98978V103 141,220 896,746 SH   SOLE   855,304 0 41,442