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
Accenture PLC Ireland Class A COM g1151c101 2,316 8,385 SH   SOLE   8,385 0 0
Adobe Systems Inc COM 00724f101 2,252 4,738 SH   SOLE   4,738 0 0
AerCap Holdings NV COM n00985106 11,805 200,965 SH   SOLE   91,575 0 109,390
Allegion Pub Ltd Co COM g0176j109 1,344 10,695 SH   SOLE   10,695 0 0
Allstate Corp COM 020002101 1,323 11,513 SH   SOLE   11,513 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 3,290 1,595 SH   SOLE   1,595 0 0
Ameriprise Financial Inc COM 03076c106 1,311 5,638 SH   SOLE   5,638 0 0
AmerisourceBergen Corp COM 03073e105 1,438 12,183 SH   SOLE   12,183 0 0
Ametek Inc COM 031100100 1,584 12,400 SH   SOLE   12,400 0 0
Amgen Inc COM 031162100 897 3,606 SH   SOLE   3,606 0 0
Amphenol Corp New COM 032095101 1,548 23,466 SH   SOLE   23,466 0 0
Analog Devices Inc COM 032654105 1,555 10,028 SH   SOLE   10,028 0 0
Ansys Inc COM 03662q105 1,265 3,725 SH   SOLE   3,725 0 0
Anthem Inc COM 036752103 448 1,248 SH   SOLE   1,248 0 0
Aon Plc COM g0403h108 1,901 8,263 SH   SOLE   8,263 0 0
Apple Inc COM 037833100 4,152 33,992 SH   SOLE   33,992 0 0
AT&T Inc COM 00206r102 1,021 33,727 SH   SOLE   33,727 0 0
Avery Dennison Corp COM 053611109 1,368 7,448 SH   SOLE   7,448 0 0
B2Gold Corp COM 11777q209 1,011 234,534 SH   SOLE   234,534 0 0
Bio Rad Laboratories Inc Cl A COM 090572207 1,487 2,604 SH   SOLE   2,604 0 0
Booking Holdings Inc COM 09857l108 1,186 509 SH   SOLE   509 0 0
Broadcom Ltd COM 11135f101 1,810 3,905 SH   SOLE   3,905 0 0
Canadian Pacific Railway Ltd COM 13645t100 1,871 4,934 SH   SOLE   4,934 0 0
Cbre Group Inc COM 12504l109 1,558 19,692 SH   SOLE   19,692 0 0
CDW Corp COM 12514g108 1,637 9,877 SH   SOLE   9,877 0 0
CGI Inc Cl A COM 12532h104 1,772 21,292 SH   SOLE   21,292 0 0
Check Point Software Tech Ltd COM m22465104 10,343 92,377 SH   SOLE   48,146 0 44,231
Cognizant Technology Solutions COM 192446102 946 12,113 SH   SOLE   12,113 0 0
Comcast Corp New COM 20030n101 1,494 27,616 SH   SOLE   27,616 0 0
Companhia Paranaense Energy Co COM 20441b407 954 757,424 SH   SOLE   757,424 0 0
Costco Wholesale Corp COM 22160k105 276 783 SH   SOLE   783 0 0
CSX Corp COM 126408103 237 2,460 SH   SOLE   2,460 0 0
D R Horton Inc COM 23331a109 1,421 15,939 SH   SOLE   15,939 0 0
Dell Technologies Inc Cl C COM 24703l202 1,827 20,728 SH   SOLE   20,728 0 0
Edwards Lifesciences Corp COM 28176e108 1,117 13,360 SH   SOLE   13,360 0 0
Facebook Inc Cl A COM 30303m102 3,035 10,303 SH   SOLE   10,303 0 0
Fortis Inc COM 349553107 1,096 25,264 SH   SOLE   25,264 0 0
General Dynamics Corp COM 369550108 1,093 6,023 SH   SOLE   6,023 0 0
Home Depot Inc COM 437076102 2,219 7,269 SH   SOLE   7,269 0 0
Hp Inc COM 40434l105 1,381 43,481 SH   SOLE   43,481 0 0
Humana Inc COM 444859102 262 626 SH   SOLE   626 0 0
Icon PLC COM g4705a100 9,944 50,640 SH   SOLE   24,589 0 26,051
Ihs Markit Ltd COM g47567105 2,344 24,219 SH   SOLE   24,219 0 0
Inmode Ltd COM m5425m103 594 8,209 SH   SOLE   8,209 0 0
Intel Corp COM 458140100 1,232 19,257 SH   SOLE   19,257 0 0
Intuitive Surgical Inc COM 46120e602 959 1,298 SH   SOLE   1,298 0 0
Iqvia Holdings Inc COM 46266c105 1,065 5,512 SH   SOLE   5,512 0 0
Johnson & Johnson COM 478160104 1,103 6,710 SH   SOLE   6,710 0 0
Kla Corporation COM 482480100 2,146 6,496 SH   SOLE   6,496 0 0
Laboratory Corp America Holdin COM 50540r409 1,326 5,199 SH   SOLE   5,199 0 0
Logitech Intl SA COM h50430232 513 4,909 SH   SOLE   4,909 0 0
Lowes Cos Inc COM 548661107 296 1,558 SH   SOLE   1,558 0 0
Marsh & McLennan Cos Inc COM 571748102 1,188 9,750 SH   SOLE   9,750 0 0
Masco Corp COM 574599106 1,208 20,174 SH   SOLE   20,174 0 0
Mastercard Incorporated COM 57636q104 2,245 6,304 SH   SOLE   6,304 0 0
McKesson Corp COM 58155q103 1,512 7,755 SH   SOLE   7,755 0 0
Mettler Toledo International COM 592688105 1,350 1,168 SH   SOLE   1,168 0 0
Microsoft Corp COM 594918104 2,762 11,715 SH   SOLE   11,715 0 0
Monster Beverage Corp COM 61174x109 2,746 30,144 SH   SOLE   30,144 0 0
Moodys Corp COM 615369105 1,768 5,922 SH   SOLE   5,922 0 0
Norfolk Southern Corp COM 655844108 233 867 SH   SOLE   867 0 0
Nvr Inc COM 62944t105 1,378 293 SH   SOLE   293 0 0
Open Text Corp COM 683715106 1,656 34,704 SH   SOLE   34,704 0 0
Oracle Corp COM 68389x105 1,479 21,081 SH   SOLE   21,081 0 0
Otis Worldwide Corp COM 68902v107 421 6,144 SH   SOLE   6,144 0 0
Paypal Hldgs Inc COM 70450y103 307 1,266 SH   SOLE   1,266 0 0
PennyMac Financial Services In COM 70932m107 1,172 17,534 SH   SOLE   17,534 0 0
Progressive Corp Ohio COM 743315103 291 3,045 SH   SOLE   3,045 0 0
Public Service Enterprise Grou COM 744573106 1,314 21,829 SH   SOLE   21,829 0 0
Rio Tinto PLC Sp ADR COM 767204100 1,298 16,710 SH   SOLE   16,710 0 0
Roper Technologies Inc COM 776696106 1,161 2,879 SH   SOLE   2,879 0 0
Royal Bank of Canada Montreal COM 780087102 1,503 16,298 SH   SOLE   16,298 0 0
S&P Global Inc COM 78409v104 1,908 5,407 SH   SOLE   5,407 0 0
Sherwin Williams Co COM 824348106 1,590 2,155 SH   SOLE   2,155 0 0
Sirius XM Holdings Inc COM 82968b103 1,081 177,540 SH   SOLE   177,540 0 0
Stryker Corp COM 863667101 1,239 5,089 SH   SOLE   5,089 0 0
Synopsys Inc COM 871607107 1,648 6,650 SH   SOLE   6,650 0 0
T Mobile US Inc COM 872590104 496 3,958 SH   SOLE   3,958 0 0
Take-Two Interactive Software COM 874054109 1,070 6,055 SH   SOLE   6,055 0 0
Telus Corp COM 87971m103 1,378 69,123 SH   SOLE   69,123 0 0
Texas Instruments Inc COM 882508104 1,997 10,568 SH   SOLE   10,568 0 0
Thermo Fisher Scientific Inc COM 883556102 2,298 5,036 SH   SOLE   5,036 0 0
Trane Technologies PLC COM g8994e103 1,300 7,855 SH   SOLE   7,855 0 0
Trimble Inc COM 896239100 2,017 25,930 SH   SOLE   25,930 0 0
Union Pacific Corp COM 907818108 575 2,608 SH   SOLE   2,608 0 0
United Parcel Service Inc COM 911312106 1,179 6,937 SH   SOLE   6,937 0 0
Unitedhealth Group Inc COM 91324p102 2,243 6,027 SH   SOLE   6,027 0 0
Verisign Inc COM 92343e102 1,316 6,621 SH   SOLE   6,621 0 0
Verisk Analytics Inc COM 92345y106 2,042 11,555 SH   SOLE   11,555 0 0
Visa Inc Cl A COM 92826c839 1,417 6,690 SH   SOLE   6,690 0 0
Wal-Mart Stores Inc COM 931142103 362 2,667 SH   SOLE   2,667 0 0
Western Un Co COM 959802109 1,082 43,879 SH   SOLE   43,879 0 0
Alibaba Group Holding Ltd Sp A ADR 01609w102 10,402 45,879 SH   SOLE   22,289 0 23,590
Anglo American PLC Sp ADR ADR 03485p300 1,824 91,884 SH   SOLE   91,884 0 0
Auto Trader Group PLC Unsponso ADR 05277e104 492 254,500 SH   SOLE   254,500 0 0
Baidu Inc Sp ADR A ADR 056752108 2,445 11,239 SH   SOLE   4,719 0 6,520
Banco Santander Brasil SA ADS ADR 05967a107 991 140,497 SH   SOLE   140,497 0 0
BHP GROUP LTD ADR 088606108 1,733 24,971 SH   SOLE   24,971 0 0
Daikin Industries Ltd Unsponso ADR 23381b106 504 24,950 SH   SOLE   24,950 0 0
Ferguson PLC ADR g3421j106 566 4,713 SH   SOLE   4,713 0 0
Genmab AS Sp ADS ADR 372303206 1,198 36,492 SH   SOLE   36,492 0 0
GlaxoSmithKline PLC Sp ADR ADR 37733w105 1,214 34,026 SH   SOLE   34,026 0 0
Headhunter Group PLC Sp ADS ADR 42207l106 1,694 49,938 SH   SOLE   49,938 0 0
Infosys Ltd Sp ADR ADR 456788108 5,344 285,466 SH   SOLE   138,276 0 147,190
Koninklijke Philips NV NY Reg ADR 500472303 1,452 25,465 SH   SOLE   25,465 0 0
Makita Corp Sp ADR ADR 560877300 1,239 28,824 SH   SOLE   28,824 0 0
Mobile Telesystems PJSC Sp ADR ADR 607409109 243 29,137 SH   SOLE   29,137 0 0
Netease Inc Sp ADR ADR 64110w102 1,433 13,876 SH   SOLE   13,876 0 0
Nintendo Ltd ADR ADR 654445303 1,727 24,388 SH   SOLE   24,388 0 0
Novartis AG Sp ADR ADR 66987v109 1,208 14,132 SH   SOLE   14,132 0 0
Novo-Nordisk AS ADR ADR 670100205 1,195 17,729 SH   SOLE   17,729 0 0
Omron Corp Sp ADR ADR 682151303 1,531 19,401 SH   SOLE   19,401 0 0
Orange Sp ADR ADR 684060106 1,012 82,093 SH   SOLE   82,093 0 0
Recruit Holdings Co Ltd Unspon ADR 75629j101 1,694 172,140 SH   SOLE   172,140 0 0
Relx PLC Sp ADR ADR 759530108 1,777 70,627 SH   SOLE   70,627 0 0
Sap SE Sp ADR ADR 803054204 8,458 68,880 SH   SOLE   30,588 0 38,292
Shin Etsu Chem Co Ltd ADR ADR 824551105 1,842 43,430 SH   SOLE   43,430 0 0
Shionogi & Co Ltd Unsponsored ADR 824667109 500 37,000 SH   SOLE   37,000 0 0
Sibanye Stillwater Ltd Sp ADR ADR 82575p107 2,382 133,384 SH   SOLE   119,127 0 14,257
Taiwan Semiconductor Mfg Ltd S ADR 874039100 3,471 29,342 SH   SOLE   26,921 0 2,421
Tencent Music Entertainment Gr ADR 88034p109 233 11,371 SH   SOLE   11,371 0 0
Toyota Motor Corp Sp ADR 2 ADR 892331307 1,696 10,865 SH   SOLE   10,865 0 0
Trend Micro Inc Sp ADR ADR 89486m206 1,194 23,723 SH   SOLE   23,723 0 0
Vale SA ADR ADR 91912e105 1,035 59,566 SH   SOLE   59,566 0 0
Veolia Environnement Sp ADR ADR 92334n103 1,174 45,662 SH   SOLE   45,662 0 0
Vonovia SE ADR ADR 92887h107 1,317 40,100 SH   SOLE   40,100 0 0
Wipro Ltd Sp ADR 1 Sh ADR 97651m109 8,187 1,291,351 SH   SOLE   618,392 0 672,959
Zozo Inc Unsponsored ADR ADR 98979y106 1,832 312,440 SH   SOLE   312,440 0 0
iShares MSCI China A ETF 46434v514 1,873 45,523 SH   SOLE   45,523 0 0