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
58 COM INC SPON ADR REP A 31680Q104 37,331 576,719 SH   SOLE   210,568 0 366,151
ABIOMED INC COM 003654100 16,947 99,340 SH   SOLE   10,061 0 89,279
ADOBE INC COM 00724F101 43,402 131,596 SH   SOLE   21,170 0 110,426
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 55,567 261,982 SH   SOLE   41,997 0 219,985
APPLIED MATLS INC COM 038222105 38,307 627,577 SH   SOLE   100,970 0 526,607
ARAMARK COM 03852U106 22,802 525,388 SH   SOLE   84,404 0 440,984
AUTODESK INC COM 052769106 49,487 269,746 SH   SOLE   43,154 0 226,592
BOOKING HLDGS INC COM 09857L108 32,076 15,618 SH   SOLE   2,507 0 13,111
CATALENT INC COM 148806102 7,651 135,904 SH   SOLE   0 0 135,904
CEMEX SAB DE CV SPON ADR NEW 151290889 55,940 14,799,081 SH   SOLE   2,371,037 0 12,428,044
CERNER CORP COM 156782104 25,185 343,171 SH   SOLE   34,251 0 308,920
COMCAST CORP NEW CL A 20030N101 30,711 682,927 SH   SOLE   108,380 0 574,547
CREDICORP LTD COM G2519Y108 17,312 81,231 SH   SOLE   65,230 0 16,001
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 21,340 350,386 SH   SOLE   36,589 0 313,797
D R HORTON INC COM 23331A109 22,614 428,713 SH   SOLE   67,978 0 360,735
DESPEGAR COM CORP ORD SHS G27358103 25,297 1,876,610 SH   SOLE   856,256 0 1,020,354
DISNEY WALT CO COM DISNEY 254687106 45,744 316,285 SH   SOLE   50,759 0 265,526
EBAY INC COM 278642103 22,042 610,409 SH   SOLE   96,899 0 513,510
EDITAS MEDICINE INC COM 28106W103 12,381 418,151 SH   SOLE   31,202 0 386,949
ELANCO ANIMAL HEALTH INC COM 28414H103 36,821 1,250,281 SH   SOLE   200,269 0 1,050,012
FARFETCH LTD ORD SH CL A 30744W107 38,562 3,725,856 SH   SOLE   596,427 0 3,129,429
GOLDMAN SACHS GROUP INC COM 38141G104 53,114 230,998 SH   SOLE   33,516 0 197,482
GUARDANT HEALTH INC COM 40131M109 5,280 67,572 SH   SOLE   0 0 67,572
HARLEY DAVIDSON INC COM 412822108 9,586 257,795 SH   SOLE   40,595 0 217,200
HEALTH CATALYST INC COM 42225T107 3,012 86,800 SH   SOLE   0 0 86,800
HOMOLOGY MEDICINES INC COM 438083107 4,523 218,491 SH   SOLE   0 0 218,491
ICICI BK LTD ADR 45104G104 20,340 1,347,864 SH   SOLE   207,862 0 1,140,002
ILLUMINA INC COM 452327109 31,816 95,906 SH   SOLE   10,615 0 85,291
IQIYI INC SPONSORED ADS 46267X108 15,697 743,558 SH   SOLE   609,225 0 134,333
JD COM INC SPON ADR CL A 47215P106 13,160 373,564 SH   SOLE   298,650 0 74,914
JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105 3,984 591,851 SH   SOLE   474,508 0 117,343
LABORATORY CORP AMER HLDGS COM NEW 50540R409 50,541 298,762 SH   SOLE   36,344 0 262,418
LAUDER ESTEE COS INC CL A 518439104 21,161 102,458 SH   SOLE   15,775 0 86,683
LAZARD LTD SHS A G54050102 6,718 168,125 SH   SOLE   84,340 0 83,785
LIONS GATE ENTMNT CORP CL A VTG 535919401 3,065 287,627 SH   SOLE   45,835 0 241,792
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 2,127 214,184 SH   SOLE   34,103 0 180,081
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 28,068 1,225,747 SH   SOLE   563,264 0 662,483
MARSH & MCLENNAN COS INC COM 571748102 28,784 258,363 SH   SOLE   40,364 0 217,999
MCDONALDS CORP COM 580135101 46,303 234,318 SH   SOLE   37,642 0 196,676
MEDTRONIC PLC SHS G5960L103 35,359 311,671 SH   SOLE   35,952 0 275,719
MERCADOLIBRE INC COM 58733R102 6,721 11,751 SH   SOLE   9,525 0 2,226
MICRON TECHNOLOGY INC COM 595112103 42,434 789,028 SH   SOLE   126,343 0 662,685
MOHAWK INDS INC COM 608190104 22,100 162,049 SH   SOLE   25,666 0 136,383
NEWMONT GOLDCORP CORPORATION COM 651639106 63,720 1,466,507 SH   SOLE   236,188 0 1,230,319
NIKE INC CL B 654106103 40,121 396,021 SH   SOLE   63,416 0 332,605
NUVASIVE INC COM 670704105 5,059 65,415 SH   SOLE   0 0 65,415
ORACLE CORP COM 68389X105 30,240 570,804 SH   SOLE   89,853 0 480,951
PLANET FITNESS INC CL A 72703H101 4,786 64,087 SH   SOLE   0 0 64,087
SPOTIFY TECHNOLOGY S A SHS L8681T102 18,839 125,974 SH   SOLE   20,157 0 105,817
STERICYCLE INC COM 858912108 24,981 391,495 SH   SOLE   61,065 0 330,430
T MOBILE US INC COM 872590104 17,964 229,074 SH   SOLE   35,809 0 193,265
TAPESTRY INC COM 876030107 33,655 1,247,896 SH   SOLE   199,479 0 1,048,417
TELADOC HEALTH INC COM 87918A105 19,439 232,192 SH   SOLE   23,331 0 208,861
THE REALREAL INC COM 88339P101 4,901 260,049 SH   SOLE   41,765 0 218,284
THERMO FISHER SCIENTIFIC INC COM 883556102 45,333 139,541 SH   SOLE   14,270 0 125,271
TIFFANY & CO NEW COM 886547108 12,315 92,143 SH   SOLE   14,716 0 77,427
TRANSDIGM GROUP INC COM 893641100 16,727 29,869 SH   SOLE   4,676 0 25,193
TRIMBLE INC COM 896239100 30,338 727,719 SH   SOLE   116,204 0 611,515
TRIPADVISOR INC COM 896945201 16,936 557,503 SH   SOLE   89,348 0 468,155
V F CORP COM 918204108 39,284 394,179 SH   SOLE   63,372 0 330,807
VEEVA SYS INC CL A COM 922475108 3,245 23,072 SH   SOLE   0 0 23,072
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 33,564 2,368,773 SH   SOLE   1,012,295 0 1,356,478
YUM CHINA HLDGS INC COM 98850P109 7,166 149,258 SH   SOLE   120,598 0 28,660
ZILLOW GROUP INC CL C CAP STK 98954M200 50,716 1,103,924 SH   SOLE   177,301 0 926,623