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
ALEXION PHARMACEUTICALS INC Com 015351109 3,463 25,625 SH   SOLE   25,625 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 288,524 1,338,809 SH   SOLE   1,338,809 0 0
ALLEGION PUB LTD CO Com G0176J109 3,339 36,811 SH   SOLE   36,811 0 0
ALPHABET INC Com 02079K107 11,804 11,399 SH   SOLE   11,399 0 0
ALTABA INC Com 021346101 23,051 311,000 SH   SOLE   311,000 0 0
ANTHEM INC Com 036752103 8,445 29,430 SH   SOLE   29,430 0 0
BAIDU INC ADR 056752108 130,435 791,349 SH   SOLE   791,349 0 0
BANK NEW YORK MELLON CORP Com 064058100 10,073 199,747 SH   SOLE   199,747 0 0
BECTON DICKINSON AND CO Com 075887109 10,995 44,029 SH   SOLE   44,029 0 0
BERKSHIRE HATHAWAY INC DEL Com 084670702 16,406 81,671 SH   SOLE   81,671 0 0
BHP GROUP PLC ADR 05545E209 20,237 419,161 SH   SOLE   419,161 0 0
CELGENE CORP Com 151020104 19,137 202,854 SH   SOLE   202,854 0 0
CHINA BIOLOGIC PRODS HLDGS I Com G21515104 2,368 25,953 SH   SOLE   25,953 0 0
COTY INC Com 222070203 10,062 875,000 SH   SOLE   875,000 0 0
DOLLAR GEN CORP NEW Com 256677105 10,707 89,751 SH   SOLE   89,751 0 0
DXC TECHNOLOGY CO Com 23355L106 6,367 99,006 SH   SOLE   99,006 0 0
ECOLAB INC Com 278865100 9,899 56,076 SH   SOLE   56,076 0 0
EHI CAR SVCS LTD ADR 26853A100 1,234 105,013 SH   SOLE   105,013 0 0
FOX CORP Com 35137L105 1,825 50,866 SH   SOLE   50,866 0 0
GENFIT S A ADR 372279109 1,200 50,000 SH   SOLE   50,000 0 0
GILEAD SCIENCES INC Com 375558103 3,135 48,227 SH   SOLE   48,227 0 0
GLOBAL PMTS INC Com 37940X102 2,792 20,453 SH   SOLE   20,453 0 0
HDFC BANK LTD ADR 40415F101 13,216 114,027 SH   SOLE   114,027 0 0
ICICI BK LTD ADR 45104G104 55,753 4,865,072 SH   SOLE   4,865,072 0 0
LEXINFINTECH HLDGS LTD ADR 528877103 67,505 6,429,127 SH   SOLE   6,429,127 0 0
LINDE PLC Com G5494J103 9,041 51,392 SH   SOLE   51,392 0 0
LOMA NEGRA CORP ADR 54150E104 43,166 3,942,181 SH   SOLE   3,942,181 0 0
MICROSOFT CORP Com 594918104 14,408 122,170 SH   SOLE   122,170 0 0
NOVARTIS A G ADR 66987V109 529 5,505 SH   SOLE   5,505 0 0
PACIFIC BIOSCIENCES OF CALIF Com 69404D108 976 135,000 SH   SOLE   135,000 0 0
PAMPA ENERGIA S A ADR 697660207 26,529 962,261 SH   SOLE   962,261 0 0
PERSPECTA INC Com 715347100 3,725 184,256 SH   SOLE   184,256 0 0
PETROLEO BRASILEIRO SA PETRO ADR 71654V101 21,081 1,474,220 SH   SOLE   1,474,220 0 0
PETROLEO BRASILEIRO SA PETRO ADR 71654V408 25,673 1,612,633 SH   SOLE   1,612,633 0 0
PROGRESSIVE CORP OHIO Com 743315103 8,950 124,160 SH   SOLE   124,160 0 0
QEP RES INC Com 74733V100 2,338 300,215 SH   SOLE   300,215 0 0
RED HAT INC Com 756577102 12,715 69,600 SH   SOLE   69,600 0 0
SHERWIN WILLIAMS CO Com 824348106 8,133 18,884 SH   SOLE   18,884 0 0
UNITED TECHNOLOGIES CORP Com 913017109 1,868 14,500 SH   SOLE   14,500 0 0
VERIZON COMMUNICATIONS INC Com 92343V104 11,282 190,811 SH   SOLE   190,811 0 0
WABCO HLDGS INC Com 9297K1025 3,033 23,009 SH   SOLE   23,009 0 0
DISNEY WALT CO Com 254687106 11,582 104,228 SH   SOLE   104,228 0 0
WORLDPAY INC Com 981558109 11,128 98,047 SH   SOLE   98,047 0 0