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
360 FINANCE INC ADR 88557W101 204 20,859 SH   OTR 2,811,304 0 20,859 0
ABBOTT LABS COMMON STOCK 002824100 6,004 69,124 SH   SOLE 0 69,124 0 0
ADECOAGRO SA COMMON STOCK L00849106 117 13,956 SH   OTR 2,811,304 0 13,956 0
ADV MICRO DEVICE COMMON STOCK 007903107 4 93 SH   SOLE 0 93 0 0
AFLAC INC COMMON STOCK 001055102 3,295 62,295 SH   SOLE 0 62,295 0 0
AFYA LTD-CLASS A COMMON STOCK G01125106 100 3,676 SH   OTR 2,811,304 0 3,676 0
ALCON INC COMMON STOCK H01301128 30,827 544,744 SH   OTR 2,811,304 0 544,744 0
ALCON INC COMMON STOCK H01301128 22,964 405,797 SH   SOLE 0 405,797 0 0
ALIBABA GRP-ADR ADR 01609W102 3,156 14,876 SH   OTR 2,811,304 0 14,876 0
ALTRIA GROUP INC COMMON STOCK 02209S103 6,002 120,264 SH   SOLE 0 120,264 0 0
AMAZON.COM INC COMMON STOCK 023135106 32,662 17,676 SH   OTR 2,811,304 0 17,676 0
AMAZON.COM INC COMMON STOCK 023135106 24,306 13,154 SH   SOLE 0 13,154 0 0
AMGEN INC COMMON STOCK 031162100 24 98 SH   SOLE 0 98 0 0
ANSYS INC COMMON STOCK 03662Q105 21,314 82,803 SH   OTR 2,811,304 0 82,803 0
ANSYS INC COMMON STOCK 03662Q105 15,866 61,638 SH   SOLE 0 61,638 0 0
ANTHEM INC COMMON STOCK 036752103 5,935 19,652 SH   SOLE 0 19,652 0 0
APPLIED MATERIAL COMMON STOCK 038222105 4,548 74,509 SH   SOLE 0 74,509 0 0
ARCO PLATFORM-A COMMON STOCK G04553106 183 4,135 SH   OTR 2,811,304 0 4,135 0
ARCOS DORADOS-A COMMON STOCK G0457F107 775 95,666 SH   OTR 2,811,304 0 95,666 0
BAIDU INC-SP ADR ADR 056752108 6,152 48,670 SH   OTR 2,811,304 0 48,670 0
BANCO SANTA-ADR ADR 05969B103 198 29,229 SH   OTR 2,811,304 0 29,229 0
BANCOLOMBIA-ADR ADR 05968L102 755 13,777 SH   OTR 2,811,304 0 13,777 0
BBVA ARGENT-ADR ADR 058934100 175 31,439 SH   OTR 2,811,304 0 31,439 0
BERKSHIRE HATH-B COMMON STOCK 084670702 6,019 26,576 SH   SOLE 0 26,576 0 0
BILL.COM HOLDING COMMON STOCK 090043100 343 9,017 SH   OTR 2,811,304 0 9,017 0
BILL.COM HOLDING COMMON STOCK 090043100 58 1,530 SH   SOLE 0 1,530 0 0
BOEING CO/THE COMMON STOCK 097023105 110,993 340,721 SH   OTR 2,811,304 0 340,721 0
BOEING CO/THE COMMON STOCK 097023105 86,956 266,933 SH   SOLE 0 266,933 0 0
BOSTON SCIENTIFC COMMON STOCK 101137107 6,031 133,362 SH   SOLE 0 133,362 0 0
CARNIVAL CORP COMMON STOCK 143658300 70,105 1,379,213 SH   OTR 2,811,304 0 1,379,213 0
CARNIVAL CORP COMMON STOCK 143658300 52,232 1,027,581 SH   SOLE 0 1,027,581 0 0
CEDAR FAIR LP MLP 150185106 17,909 323,026 SH   OTR 2,811,304 0 323,026 0
CEDAR FAIR LP MLP 150185106 13,336 240,540 SH   SOLE 0 240,540 0 0
CEMIG SA-ADR ADR 204409601 74 21,807 SH   OTR 2,811,304 0 21,807 0
CHEMOURS CO COMMON STOCK 163851108 26,391 1,458,853 SH   OTR 2,811,304 0 1,458,853 0
CHEMOURS CO COMMON STOCK 163851108 19,652 1,086,363 SH   SOLE 0 1,086,363 0 0
CHINA BIOLOGIC P COMMON STOCK G21515104 137 1,181 SH   OTR 2,811,304 0 1,181 0
CHINA TELECO-ADR ADR 169426103 25 614 SH   OTR 2,811,304 0 614 0
CHIPOTLE MEXICAN COMMON STOCK 169656105 1,674 2,000 SH   SOLE 0 2,000 0 0
CITIGROUP INC COMMON STOCK 172967424 84,924 1,063,010 SH   OTR 2,811,304 0 1,063,010 0
CITIGROUP INC COMMON STOCK 172967424 14,399 180,230 SH   SOLE 0 180,230 0 0
CITIZENS FINANCI COMMON STOCK 174610105 62,008 1,526,919 SH   OTR 2,811,304 0 1,526,919 0
CITIZENS FINANCI COMMON STOCK 174610105 10,507 258,737 SH   SOLE 0 258,737 0 0
COCA-COLA F-ADR ADR 191241108 1,058 17,458 SH   OTR 2,811,304 0 17,458 0
COGNIZANT TECH-A COMMON STOCK 192446102 6,036 97,322 SH   SOLE 0 97,322 0 0
CONTROLADORA-ADR ADR 21240E105 156 14,970 SH   OTR 2,811,304 0 14,970 0
COPA HOLDIN-CL A COMMON STOCK P31076105 30,741 284,428 SH   OTR 2,811,304 0 284,428 0
COPA HOLDIN-CL A COMMON STOCK P31076105 22,888 211,762 SH   SOLE 0 211,762 0 0
CORP AMERICA AIR COMMON STOCK L1995B107 82 13,647 SH   OTR 2,811,304 0 13,647 0
CORTEVA INC COMMON STOCK 22052L104 46,110 1,559,867 SH   OTR 2,811,304 0 1,559,867 0
CORTEVA INC COMMON STOCK 22052L104 34,326 1,161,238 SH   SOLE 0 1,161,238 0 0
COSAN LTD - A COMMON STOCK G25343107 465 20,367 SH   OTR 2,811,304 0 20,367 0
CYRUSONE INC REIT 23283R100 13,228 202,163 SH   OTR 2,811,304 0 202,163 0
CYRUSONE INC REIT 23283R100 2,261 34,561 SH   SOLE 0 34,561 0 0
DR. REDDY'S LABO ADR 256135203 477 11,766 SH   OTR 2,811,304 0 11,766 0
ETRADE FINANCIA COMMON STOCK 269246401 82,623 1,821,087 SH   OTR 2,811,304 0 1,821,087 0
ETRADE FINANCIA COMMON STOCK 269246401 14,012 308,837 SH   SOLE 0 308,837 0 0
ECOLAB INC COMMON STOCK 278865100 1 7 SH   SOLE 0 7 0 0
ELECTRONIC ARTS COMMON STOCK 285512109 3,477 32,341 SH   SOLE 0 32,341 0 0
ENEL AMERICA-ADR ADR 29274F104 2,703 246,171 SH   OTR 2,811,304 0 246,171 0
ENTEGRIS INC COMMON STOCK 29362U104 17,277 344,923 SH   OTR 2,811,304 0 344,923 0
ENTEGRIS INC COMMON STOCK 29362U104 12,863 256,799 SH   SOLE 0 256,799 0 0
EURONAV NV COMMON STOCK B38564108 41,705 3,325,756 SH   OTR 2,811,304 0 3,325,756 0
EURONAV NV COMMON STOCK B38564108 31,060 2,476,880 SH   SOLE 0 2,476,880 0 0
FACEBOOK INC-A COMMON STOCK 30303M102 6,024 29,352 SH   SOLE 0 29,352 0 0
FAIR ISAAC CORP COMMON STOCK 303250104 105,137 280,604 SH   OTR 2,811,304 0 280,604 0
FAIR ISAAC CORP COMMON STOCK 303250104 78,278 208,918 SH   SOLE 0 208,918 0 0
FIDELITY NATIONA COMMON STOCK 31620M106 41,074 295,303 SH   OTR 2,811,304 0 295,303 0
FIDELITY NATIONA COMMON STOCK 31620M106 7,022 50,485 SH   SOLE 0 50,485 0 0
FOMENTO ECON-ADR ADR 344419106 310 3,280 SH   OTR 2,811,304 0 3,280 0
GLOBAL PAYMENTS COMMON STOCK 37940X102 2,965 16,243 SH   SOLE 0 16,243 0 0
GRUPO AEROPO DEL PACIFICO-ADR ADR 400506101 113 952 SH   OTR 2,811,304 0 952 0
GRUPO AEROPORTUARIO SUR-ADR ADR 40051E202 79 419 SH   OTR 2,811,304 0 419 0
GSX TECHEDU-ADR ADR 36257Y109 67 3,087 SH   OTR 2,811,304 0 3,087 0
H&R BLOCK INC COMMON STOCK 093671105 1,346 57,313 SH   SOLE 0 57,313 0 0
HEICO CORP COMMON STOCK 422806109 19,311 169,171 SH   OTR 2,811,304 0 169,171 0
HEICO CORP COMMON STOCK 422806109 14,377 125,953 SH   SOLE 0 125,953 0 0
HEICO CORP-A COMMON STOCK 422806208 28,309 316,199 SH   OTR 2,811,304 0 316,199 0
HEICO CORP-A COMMON STOCK 422806208 21,084 235,494 SH   SOLE 0 235,494 0 0
HILTON WORLDWIDE COMMON STOCK 43300A203 53,027 478,112 SH   OTR 2,811,304 0 478,112 0
HILTON WORLDWIDE COMMON STOCK 43300A203 39,484 356,000 SH   SOLE 0 356,000 0 0
HOLLYSYS AUTOMAT COMMON STOCK G45667105 614 37,436 SH   OTR 2,811,304 0 37,436 0
HYATT HOTELS-A COMMON STOCK 448579102 17,177 191,477 SH   OTR 2,811,304 0 191,477 0
HYATT HOTELS-A COMMON STOCK 448579102 12,789 142,559 SH   SOLE 0 142,559 0 0
IAA INC COMMON STOCK 449253103 61,576 1,308,467 SH   OTR 2,811,304 0 1,308,467 0
IAA INC COMMON STOCK 449253103 45,842 974,132 SH   SOLE 0 974,132 0 0
INTERCONTINENTAL COMMON STOCK 45866F104 14,677 158,585 SH   OTR 2,811,304 0 158,585 0
INTERCONTINENTAL COMMON STOCK 45866F104 2,508 27,104 SH   SOLE 0 27,104 0 0
IQIYI INC-ADR ADR 46267X108 487 23,091 SH   OTR 2,811,304 0 23,091 0
ISHARES MSCI EME ETP 464287234 28,154 627,450 SH   OTR 2,811,304 0 627,450 0
ISHARES MSCI EME ETP 464287234 4,826 107,554 SH   SOLE 0 107,554 0 0
JOHNSON&JOHNSON COMMON STOCK 478160104 6,023 41,293 SH   SOLE 0 41,293 0 0
KANSAS CITY SOUT COMMON STOCK 485170302 20,631 134,700 SH   OTR 2,811,304 0 134,700 0
KANSAS CITY SOUT COMMON STOCK 485170302 15,358 100,277 SH   SOLE 0 100,277 0 0
KB FINANCIAL-ADR ADR 48241A105 186 4,506 SH   OTR 2,811,304 0 4,506 0
KT CORP-ADR ADR 48268K101 1,329 114,606 SH   OTR 2,811,304 0 114,606 0
LIBERTY LATI-A COMMON STOCK G9001E102 79 4,083 SH   OTR 2,811,304 0 4,083 0
LIBERTY LATI-C COMMON STOCK G9001E128 332 17,062 SH   OTR 2,811,304 0 17,062 0
LINDE PLC COMMON STOCK G5494J103 79,485 373,342 SH   OTR 2,811,304 0 373,342 0
LINDE PLC COMMON STOCK G5494J103 59,170 277,921 SH   SOLE 0 277,921 0 0
MADISON SQUARE-A COMMON STOCK 55825T103 77,825 264,540 SH   OTR 2,811,304 0 264,540 0
MADISON SQUARE-A COMMON STOCK 55825T103 57,943 196,958 SH   SOLE 0 196,958 0 0
MAGNACHIP SEMICO COMMON STOCK 55933J203 86 7,375 SH   OTR 2,811,304 0 7,375 0
MAKEMYTRIP LTD COMMON STOCK V5633W109 17,534 765,729 SH   OTR 2,811,304 0 765,729 0
MAKEMYTRIP LTD COMMON STOCK V5633W109 12,760 557,236 SH   SOLE 0 557,236 0 0
MARRIOTT INTL-A COMMON STOCK 571903202 33,789 223,135 SH   OTR 2,811,304 0 223,135 0
MARRIOTT INTL-A COMMON STOCK 571903202 25,155 166,118 SH   SOLE 0 166,118 0 0
MASTERCARD INC-A COMMON STOCK 57636Q104 32,790 109,815 SH   OTR 2,811,304 0 109,815 0
MASTERCARD INC-A COMMON STOCK 57636Q104 28,271 94,681 SH   SOLE 0 94,681 0 0
MCDONALDS CORP COMMON STOCK 580135101 18 93 SH   SOLE 0 93 0 0
METTLER-TOLEDO COMMON STOCK 592688105 2,738 3,452 SH   SOLE 0 3,452 0 0
MGIC INVT CORP COMMON STOCK 552848103 21,087 1,488,157 SH   OTR 2,811,304 0 1,488,157 0
MGIC INVT CORP COMMON STOCK 552848103 3,618 255,300 SH   SOLE 0 255,300 0 0
MICRON TECH COMMON STOCK 595112103 94,392 1,755,149 SH   OTR 2,811,304 0 1,755,149 0
MICRON TECH COMMON STOCK 595112103 70,462 1,310,194 SH   SOLE 0 1,310,194 0 0
MICROSOFT CORP COMMON STOCK 594918104 46,633 295,708 SH   OTR 2,811,304 0 295,708 0
MICROSOFT CORP COMMON STOCK 594918104 40,727 258,256 SH   SOLE 0 258,256 0 0
MIX TELEMATI-ADR ADR 60688N102 138 10,609 SH   OTR 2,811,304 0 10,609 0
MOODY'S CORP COMMON STOCK 615369105 64,545 271,871 SH   OTR 2,811,304 0 271,871 0
MOODY'S CORP COMMON STOCK 615369105 48,053 202,408 SH   SOLE 0 202,408 0 0
MORGAN STANLEY COMMON STOCK 617446448 70,846 1,385,885 SH   OTR 2,811,304 0 1,385,885 0
MORGAN STANLEY COMMON STOCK 617446448 12,012 234,978 SH   SOLE 0 234,978 0 0
MSCI INC COMMON STOCK 55354G100 17,676 68,463 SH   OTR 2,811,304 0 68,463 0
MSCI INC COMMON STOCK 55354G100 13,160 50,972 SH   SOLE 0 50,972 0 0
NATL INSTRUMENTS COMMON STOCK 636518102 9,350 220,829 SH   OTR 2,811,304 0 220,829 0
NATL INSTRUMENTS COMMON STOCK 636518102 6,963 164,466 SH   SOLE 0 164,466 0 0
NIKE INC -CL B COMMON STOCK 654106103 45,846 452,529 SH   OTR 2,811,304 0 452,529 0
NIKE INC -CL B COMMON STOCK 654106103 34,127 336,850 SH   SOLE 0 336,850 0 0
NORFOLK SOUTHERN COMMON STOCK 655844108 36,082 185,866 SH   OTR 2,811,304 0 185,866 0
NORFOLK SOUTHERN COMMON STOCK 655844108 26,862 138,374 SH   SOLE 0 138,374 0 0
NUTANIX INC - A COMMON STOCK 67059N108 38,494 1,231,429 SH   OTR 2,811,304 0 1,231,429 0
NUTANIX INC - A COMMON STOCK 67059N108 28,690 917,781 SH   SOLE 0 917,781 0 0
NVIDIA CORP COMMON STOCK 67066G104 2,984 12,680 SH   SOLE 0 12,680 0 0
O'REILLY AUTOMOT COMMON STOCK 67103H107 3,358 7,661 SH   SOLE 0 7,661 0 0
PETROCHINA -ADR ADR 71646E100 601 11,941 SH   OTR 2,811,304 0 11,941 0
PINDUODUO INC ADR 722304102 44,847 1,185,814 SH   OTR 2,811,304 0 1,185,814 0
PINDUODUO INC ADR 722304102 33,387 882,792 SH   SOLE 0 882,792 0 0
PLDT INC-ADR ADR 69344D408 716 35,822 SH   OTR 2,811,304 0 35,822 0
PROCTER & GAMBLE COMMON STOCK 742718109 6,021 48,204 SH   SOLE 0 48,204 0 0
PROGRESSIVE CORP COMMON STOCK 743315103 58,273 804,985 SH   OTR 2,811,304 0 804,985 0
PROGRESSIVE CORP COMMON STOCK 743315103 43,398 599,512 SH   SOLE 0 599,512 0 0
PUXIN LTD-ADR ADR 74704P108 56 6,801 SH   OTR 2,811,304 0 6,801 0
QORVO INC COMMON STOCK 74736K101 3,452 29,701 SH   SOLE 0 29,701 0 0
RADIAN GROUP INC COMMON STOCK 750236101 18,944 752,924 SH   OTR 2,811,304 0 752,924 0
RADIAN GROUP INC COMMON STOCK 750236101 3,243 128,880 SH   SOLE 0 128,880 0 0
RAYMOND JAMES COMMON STOCK 754730109 75,505 844,014 SH   OTR 2,811,304 0 844,014 0
RAYMOND JAMES COMMON STOCK 754730109 12,800 143,086 SH   SOLE 0 143,086 0 0
RED ROCK RESOR-A COMMON STOCK 75700L108 18,496 772,288 SH   OTR 2,811,304 0 772,288 0
RED ROCK RESOR-A COMMON STOCK 75700L108 13,993 584,263 SH   SOLE 0 584,263 0 0
REGENERON PHARM COMMON STOCK 75886F107 3,700 9,854 SH   SOLE 0 9,854 0 0
REGIONS FINANCIA COMMON STOCK 7591EP100 19,142 1,115,500 SH   OTR 2,811,304 0 1,115,500 0
REGIONS FINANCIA COMMON STOCK 7591EP100 3,280 191,119 SH   SOLE 0 191,119 0 0
S&P GLOBAL INC COMMON STOCK 78409V104 41,360 151,473 SH   OTR 2,811,304 0 151,473 0
S&P GLOBAL INC COMMON STOCK 78409V104 30,785 112,744 SH   SOLE 0 112,744 0 0
SABESP-ADR ADR 20441A102 74 4,905 SH   OTR 2,811,304 0 4,905 0
SASOL LTD-SP ADR ADR 803866300 79 3,670 SH   OTR 2,811,304 0 3,670 0
SIGNATURE BANK COMMON STOCK 82669G104 16,605 121,551 SH   OTR 2,811,304 0 121,551 0
SIGNATURE BANK COMMON STOCK 82669G104 2,829 20,705 SH   SOLE 0 20,705 0 0
SILICON MOTI-ADR ADR 82706C108 273 5,377 SH   OTR 2,811,304 0 5,377 0
SINOPEC SHA-ADR ADR 82935M109 76 2,481 SH   OTR 2,811,304 0 2,481 0
SKECHERS USA-A COMMON STOCK 830566105 12,193 282,314 SH   OTR 2,811,304 0 282,314 0
SKECHERS USA-A COMMON STOCK 830566105 9,113 211,012 SH   SOLE 0 211,012 0 0
SOHU.COM LTD-ADR ADR 83410S108 147 13,178 SH   OTR 2,811,304 0 13,178 0
SPDR S&P 500 ETF ETP 78462F103 38,144 118,512 SH   OTR 2,811,304 0 118,512 0
SPDR S&P 500 ETF ETP 78462F103 6,467 20,094 SH   SOLE 0 20,094 0 0
SQUARE INC - A COMMON STOCK 852234103 13,789 220,418 SH   OTR 2,811,304 0 220,418 0
SQUARE INC - A COMMON STOCK 852234103 2,302 36,789 SH   SOLE 0 36,789 0 0
STONECO LTD-A COMMON STOCK G85158106 117 2,940 SH   OTR 2,811,304 0 2,940 0
SYNCHRONY FINANC COMMON STOCK 87165B103 39,117 1,086,268 SH   OTR 2,811,304 0 1,086,268 0
SYNCHRONY FINANC COMMON STOCK 87165B103 6,631 184,154 SH   SOLE 0 184,154 0 0
T ROWE PRICE GRP COMMON STOCK 74144T108 10,245 84,084 SH   OTR 2,811,304 0 84,084 0
T ROWE PRICE GRP COMMON STOCK 74144T108 1,737 14,256 SH   SOLE 0 14,256 0 0
TAKE-TWO INTERAC COMMON STOCK 874054109 3,357 27,416 SH   SOLE 0 27,416 0 0
TEXTAINER GROUP COMMON STOCK G8766E109 190 17,716 SH   OTR 2,811,304 0 17,716 0
TIFFANY & CO COMMON STOCK 886547108 3,687 27,589 SH   SOLE 0 27,589 0 0
TRIP.COM GRO-ADR ADR 89677Q107 208 6,208 SH   OTR 2,811,304 0 6,208 0
TRONOX HOLDING-A COMMON STOCK G9087Q102 27,587 2,415,644 SH   OTR 2,811,304 0 2,415,644 0
TRONOX HOLDING-A COMMON STOCK G9087Q102 20,508 1,795,766 SH   SOLE 0 1,795,766 0 0
TWITTER INC COMMON STOCK 90184L102 2,707 84,466 SH   SOLE 0 84,466 0 0
UNION PAC CORP COMMON STOCK 907818108 20,726 114,640 SH   OTR 2,811,304 0 114,640 0
UNION PAC CORP COMMON STOCK 907818108 15,423 85,312 SH   SOLE 0 85,312 0 0
UNITED RENTALS COMMON STOCK 911363109 79,744 478,168 SH   OTR 2,811,304 0 478,168 0
UNITED RENTALS COMMON STOCK 911363109 59,370 356,003 SH   SOLE 0 356,003 0 0
UNITED TECH CORP COMMON STOCK 913017109 64,436 430,260 SH   OTR 2,811,304 0 430,260 0
UNITED TECH CORP COMMON STOCK 913017109 48,745 325,482 SH   SOLE 0 325,482 0 0
VISA INC-CLASS A COMMON STOCK 92826C839 33,044 175,860 SH   OTR 2,811,304 0 175,860 0
VISA INC-CLASS A COMMON STOCK 92826C839 24,697 131,437 SH   SOLE 0 131,437 0 0
WNS HOLDINGS-ADR ADR 92932M101 505 7,632 SH   OTR 2,811,304 0 7,632 0
XINYUAN REAL-ADR ADR 98417P105 45 11,867 SH   OTR 2,811,304 0 11,867 0
YANDEX NV-A COMMON STOCK N97284108 37 848 SH   OTR 2,811,304 0 848 0
YPF SA-ADR ADR 984245100 97 8,387 SH   OTR 2,811,304 0 8,387 0
ZIONS BANCORP NA COMMON STOCK 989701107 37,680 725,740 SH   OTR 2,811,304 0 725,740 0
ZIONS BANCORP NA COMMON STOCK 989701107 6,430 123,851 SH   SOLE 0 123,851 0 0
ZOETIS INC COMMON STOCK 98978V103 32,653 246,715 SH   OTR 2,811,304 0 246,715 0
ZOETIS INC COMMON STOCK 98978V103 24,303 183,625 SH   SOLE 0 183,625 0 0