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
ABIOMED INC COM 003654100 4,299 16,502 SH   SOLE   0 0 16,502
ADOBE INC COM 00724F101 15,964 54,180 SH   SOLE   8,837 0 45,343
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 52,820 311,712 SH   SOLE   51,287 0 260,425
APPLIED MATLS INC COM 038222105 46,086 1,026,176 SH   SOLE   167,384 0 858,792
ARAMARK COM 03852U106 61,343 1,701,093 SH   SOLE   281,843 0 1,419,250
AUTODESK INC COM 052769106 29,260 179,616 SH   SOLE   29,432 0 150,184
BOOKING HLDGS INC COM 09857L108 21,797 11,627 SH   SOLE   1,914 0 9,713
BRUNSWICK CORP COM 117043109 11,422 248,903 SH   SOLE   40,674 0 208,229
CATALENT INC COM 148806102 5,539 102,173 SH   SOLE   0 0 102,173
CELGENE CORP COM 151020104 13,719 148,409 SH   SOLE   17,071 0 131,338
CEMEX SAB DE CV SPON ADR NEW 151290889 51,242 12,085,271 SH   SOLE   1,979,941 0 10,105,330
CERNER CORP COM 156782104 24,759 337,778 SH   SOLE   34,251 0 303,527
COHEN & STEERS INC COM 19247A100 4,807 93,443 SH   SOLE   15,389 0 78,054
COMCAST CORP NEW CL A 20030N101 28,103 664,698 SH   SOLE   106,825 0 557,873
CREDICORP LTD COM G2519Y108 17,647 77,093 SH   SOLE   65,230 0 11,863
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 16,233 344,622 SH   SOLE   36,589 0 308,033
D R HORTON INC COM 23331A109 18,027 418,009 SH   SOLE   67,978 0 350,031
DESPEGAR COM CORP ORD SHS G27358103 18,873 1,358,639 SH   SOLE   607,134 0 751,505
DISNEY WALT CO COM DISNEY 254687106 43,360 310,515 SH   SOLE   50,832 0 259,683
EBAY INC COM 278642103 35,684 903,395 SH   SOLE   146,710 0 756,685
EDITAS MEDICINE INC COM 28106W103 8,421 340,442 SH   SOLE   31,202 0 309,240
FARFETCH LTD ORD SH CL A 30744W107 26,547 1,276,322 SH   SOLE   208,857 0 1,067,465
GOLDMAN SACHS GROUP INC COM 38141G104 67,516 329,990 SH   SOLE   50,280 0 279,710
HARLEY DAVIDSON INC COM 412822108 3,669 102,421 SH   SOLE   15,003 0 87,418
HOMOLOGY MEDICINES INC COM 438083107 4,276 218,491 SH   SOLE   0 0 218,491
ICICI BK LTD ADR 45104G104 25,499 2,025,368 SH   SOLE   321,789 0 1,703,579
ILLUMINA INC COM 452327109 42,074 114,288 SH   SOLE   12,952 0 101,336
IQIYI INC SPONSORED ADS 46267X108 6,645 321,805 SH   SOLE   272,058 0 49,747
JD COM INC SPON ADR CL A 47215P106 10,728 354,190 SH   SOLE   298,650 0 55,540
KONTOOR BRANDS INC COM 50050N103 962 34,327 SH   SOLE   5,628 0 28,699
LABORATORY CORP AMER HLDGS COM NEW 50540R409 50,674 293,086 SH   SOLE   36,344 0 256,742
LAUDER ESTEE COS INC CL A 518439104 28,673 156,593 SH   SOLE   25,090 0 131,503
LAZARD LTD SHS A G54050102 5,326 154,845 SH   SOLE   84,340 0 70,505
LIONS GATE ENTMNT CORP CL A VTG 535919401 3,435 280,455 SH   SOLE   45,835 0 234,620
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 2,425 208,861 SH   SOLE   34,103 0 174,758
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 25,990 1,048,009 SH   SOLE   451,983 0 596,026
MARSH & MCLENNAN COS INC COM 571748102 25,137 251,999 SH   SOLE   40,364 0 211,635
MEDIDATA SOLUTIONS INC COM 58471A105 31,284 345,639 SH   SOLE   39,549 0 306,090
MEDTRONIC PLC SHS G5960L103 32,767 336,453 SH   SOLE   35,952 0 300,501
MICRON TECHNOLOGY INC COM 595112103 37,210 964,252 SH   SOLE   156,373 0 807,879
MOHAWK INDS INC COM 608190104 15,606 105,824 SH   SOLE   16,781 0 89,043
NEWMONT GOLDCORP CORPORATION COM 651639106 49,109 1,276,560 SH   SOLE   211,038 0 1,065,522
NIKE INC CL B 654106103 22,637 269,651 SH   SOLE   43,990 0 225,661
NUVASIVE INC COM 670704105 3,829 65,415 SH   SOLE   0 0 65,415
ORACLE CORP COM 68389X105 15,789 277,172 SH   SOLE   42,353 0 234,819
PLANET FITNESS INC CL A 72703H101 4,642 64,087 SH   SOLE   0 0 64,087
ROPER TECHNOLOGIES INC COM 776696106 9,997 27,293 SH   SOLE   4,253 0 23,040
SPOTIFY TECHNOLOGY S A SHS L8681T102 22,121 151,295 SH   SOLE   24,844 0 126,451
STANLEY BLACK & DECKER INC COM 854502101 29,099 201,219 SH   SOLE   32,674 0 168,545
STERICYCLE INC COM 858912108 20,975 439,266 SH   SOLE   70,566 0 368,700
T MOBILE US INC COM 872590104 6,249 84,290 SH   SOLE   12,945 0 71,345
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 319 8,134 SH   SOLE   1,908 0 6,226
TAPESTRY INC COM 876030107 38,604 1,216,617 SH   SOLE   199,479 0 1,017,138
TELADOC HEALTH INC COM 87918A105 27,589 415,435 SH   SOLE   38,328 0 377,107
THERMO FISHER SCIENTIFIC INC COM 883556102 40,319 137,292 SH   SOLE   14,270 0 123,022
TIFFANY & CO NEW COM 886547108 11,543 123,265 SH   SOLE   19,877 0 103,388
TRANSDIGM GROUP INC COM 893641100 14,093 29,129 SH   SOLE   4,676 0 24,453
TRIMBLE INC COM 896239100 24,258 537,763 SH   SOLE   87,889 0 449,874
TRIPADVISOR INC COM 896945201 2,079 44,905 SH   SOLE   7,314 0 37,591
V F CORP COM 918204108 20,989 240,296 SH   SOLE   39,400 0 200,896
VEEVA SYS INC CL A COM 922475108 3,740 23,072 SH   SOLE   0 0 23,072
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 28,720 3,327,821 SH   SOLE   1,376,732 0 1,951,089
ZILLOW GROUP INC CL C CAP STK 98954M200 68,518 1,477,014 SH   SOLE   242,928 0 1,234,086