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 28,609 587,207 SH   SOLE   231,893 0 355,314
ABIOMED INC COM 003654100 25,078 172,761 SH   SOLE   10,917 0 161,844
ADOBE INC COM 00724F101 38,774 121,839 SH   SOLE   11,413 0 110,426
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 42,146 216,714 SH   SOLE   20,111 0 196,603
ALPHABET INC CAP STK CL A 02079K305 17,305 14,893 SH   SOLE   1,386 0 13,507
AMAZON COM INC COM 023135106 14,198 7,282 SH   SOLE   677 0 6,605
APPLE INC COM 037833100 17,563 69,068 SH   SOLE   6,457 0 62,611
APPLIED MATLS INC COM 038222105 35,340 771,291 SH   SOLE   71,549 0 699,742
AUTODESK INC COM 052769106 30,244 193,746 SH   SOLE   17,814 0 175,932
BOOKING HLDGS INC COM 09857L108 19,437 14,448 SH   SOLE   1,337 0 13,111
CATALENT INC COM 148806102 29,759 572,823 SH   SOLE   37,514 0 535,309
CEMEX SAB DE CV SPON ADR NEW 151290889 26,076 12,299,805 SH   SOLE   1,131,072 0 11,168,733
CERNER CORP COM 156782104 20,608 327,174 SH   SOLE   18,254 0 308,920
COMCAST CORP NEW CL A 20030N101 25,191 732,708 SH   SOLE   67,524 0 665,184
CREDICORP LTD COM G2519Y108 13,671 95,554 SH   SOLE   72,505 0 23,049
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 14,135 333,304 SH   SOLE   19,507 0 313,797
D R HORTON INC COM 23331A109 10,592 311,522 SH   SOLE   28,293 0 283,229
DESPEGAR COM CORP ORD SHS G27358103 12,069 2,128,628 SH   SOLE   991,750 0 1,136,878
DISNEY WALT CO COM DISNEY 254687106 39,547 409,376 SH   SOLE   38,537 0 370,839
EDITAS MEDICINE INC COM 28106W103 8,004 403,581 SH   SOLE   16,632 0 386,949
ELANCO ANIMAL HEALTH INC COM 28414H103 27,454 1,226,181 SH   SOLE   114,082 0 1,112,099
EXACT SCIENCES CORP COM 30063P105 11,745 202,495 SH   SOLE   12,102 0 190,393
FARFETCH LTD ORD SH CL A 30744W107 27,242 3,448,289 SH   SOLE   318,860 0 3,129,429
GOLDMAN SACHS GROUP INC COM 38141G104 23,838 154,202 SH   SOLE   14,475 0 139,727
GUARDANT HEALTH INC COM 40131M109 4,703 67,572 SH   SOLE   0 0 67,572
HEALTH CATALYST INC COM 42225T107 3,790 144,936 SH   SOLE   0 0 144,936
HOMOLOGY MEDICINES INC COM 438083107 3,395 218,491 SH   SOLE   0 0 218,491
ICICI BANK LIMITED ADR 45104G104 10,636 1,251,266 SH   SOLE   111,264 0 1,140,002
ILLUMINA INC COM 452327109 24,842 90,957 SH   SOLE   5,666 0 85,291
IQIYI INC SPONSORED ADS 46267X108 12,223 686,686 SH   SOLE   534,374 0 152,312
IQVIA HLDGS INC COM 46266C105 27,190 252,091 SH   SOLE   17,414 0 234,677
JD COM INC SPON ADR CL A 47215P106 12,509 308,868 SH   SOLE   232,888 0 75,980
JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105 1,820 623,133 SH   SOLE   474,508 0 148,625
LABORATORY CORP AMER HLDGS COM NEW 50540R409 28,683 226,941 SH   SOLE   15,753 0 211,188
LAUDER ESTEE COS INC CL A 518439104 15,308 96,075 SH   SOLE   8,624 0 87,451
LAZARD LTD SHS A G54050102 2,204 93,570 SH   SOLE   32,646 0 60,924
LIONS GATE ENTMNT CORP CL A VTG 535919401 1,619 266,229 SH   SOLE   24,437 0 241,792
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 1,105 198,264 SH   SOLE   18,183 0 180,081
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 14,397 1,204,207 SH   SOLE   511,500 0 692,707
MARRIOTT INTL INC NEW CL A 571903202 7,078 94,612 SH   SOLE   8,781 0 85,831
MARSH & MCLENNAN COS INC COM 571748102 24,954 288,622 SH   SOLE   26,072 0 262,550
MCDONALDS CORP COM 580135101 35,841 216,762 SH   SOLE   20,086 0 196,676
MEDTRONIC PLC SHS G5960L103 26,593 294,892 SH   SOLE   19,173 0 275,719
MERCADOLIBRE INC COM 58733R102 13,471 27,573 SH   SOLE   20,987 0 6,586
MICRON TECHNOLOGY INC COM 595112103 25,373 603,242 SH   SOLE   55,917 0 547,325
NEWMONT CORP COM 651639106 38,694 854,538 SH   SOLE   80,337 0 774,201
NIKE INC CL B 654106103 59,111 714,426 SH   SOLE   66,391 0 648,035
NUVASIVE INC COM 670704105 3,314 65,415 SH   SOLE   0 0 65,415
ORACLE CORP COM 68389X105 32,714 676,883 SH   SOLE   61,755 0 615,128
PELOTON INTERACTIVE INC CL A COM 70614W100 29,234 1,101,149 SH   SOLE   89,171 0 1,011,978
SPOTIFY TECHNOLOGY S A SHS L8681T102 14,154 116,552 SH   SOLE   10,735 0 105,817
T MOBILE US INC COM 872590104 32,925 392,428 SH   SOLE   35,914 0 356,514
TAPESTRY INC COM 876030107 14,950 1,154,458 SH   SOLE   106,041 0 1,048,417
TELADOC HEALTH INC COM 87918A105 9,354 60,338 SH   SOLE   3,194 0 57,144
THERMO FISHER SCIENTIFIC INC COM 883556102 35,778 126,154 SH   SOLE   7,608 0 118,546
TRIMBLE INC COM 896239100 17,979 564,825 SH   SOLE   51,807 0 513,018
TRIPADVISOR INC COM 896945201 12,911 742,411 SH   SOLE   68,693 0 673,718
V F CORP COM 918204108 25,323 468,257 SH   SOLE   43,548 0 424,709
VEEVA SYS INC CL A COM 922475108 3,608 23,072 SH   SOLE   0 0 23,072
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 23,884 1,532,949 SH   SOLE   791,931 0 741,018
YUM CHINA HLDGS INC COM 98850P109 16,579 388,916 SH   SOLE   299,032 0 89,884
ZILLOW GROUP INC CL C CAP STK 98954M200 17,180 476,956 SH   SOLE   44,548 0 432,408