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
ALLERGAN PLC SHS G0177J108 2,226 10,600 SH   DFND 2 10,600 0 0
ALLERGAN PLC SHS G0177J108 567 2,700 SH   DFND 1 0 0 2,700
ALPHABET INC CAP STK CL C 02079K107 23,426 30,352 SH   DFND 1 0 0 30,352
ALPHABET INC CAP STK CL C 02079K107 10,930 14,161 SH   DFND 2 0 0 14,161
ALPHABET INC CAP STK CL A 02079K305 35,409 44,683 SH   DFND 1 36,494 0 8,189
ALPHABET INC CAP STK CL A 02079K305 19,291 24,344 SH   DFND 2 19,507 0 4,837
AMAZON COM INC COM 023135106 1,050 1,400 SH   DFND 1 0 0 1,400
AMAZON COM INC COM 023135106 3,224 4,300 SH   DFND 2 4,300 0 0
APPLE INC COM 037833100 927 8,000 SH   DFND 1 0 0 8,000
APPLE INC COM 037833100 3,579 30,900 SH   DFND 2 30,900 0 0
ARAMARK COM 03852U106 2,547 71,300 SH   DFND 2 71,300 0 0
ARAMARK COM 03852U106 786 22,000 SH   DFND 1 0 0 22,000
BAIDU INC SPON ADR REP A 056752108 156,586 952,409 SH   DFND 1 759,080 0 193,329
BAIDU INC SPON ADR REP A 056752108 182,237 1,108,428 SH   DFND 2 883,603 0 224,825
BANCO MACRO SA SPON ADR B 05961W105 766 11,900 SH   DFND 2 11,900 0 0
BECTON DICKINSON & CO COM 075887109 100,787 608,800 SH   DFND 1 481,800 0 127,000
BECTON DICKINSON & CO COM 075887109 47,662 287,900 SH   DFND 2 159,900 0 128,000
BIOGEN INC COM 09062X103 1,418 5,000 SH   DFND 1 0 0 5,000
BIOGEN INC COM 09062X103 1,758 6,200 SH   DFND 2 6,200 0 0
CARMAX INC COM 143130102 1,610 25,000 SH   DFND 1 0 0 25,000
CAVIUM INC COM 14964U108 587 9,400 SH   DFND 1 0 0 9,400
CAVIUM INC COM 14964U108 2,329 37,300 SH   DFND 2 37,300 0 0
CERNER CORP COM 156782104 5,092 107,500 SH   DFND 2 107,500 0 0
CERNER CORP COM 156782104 2,037 43,000 SH   DFND 1 0 0 43,000
CHINA LIFE INS CO LTD SPON ADR REP H 16939P106 1,483 115,255 SH   DFND 1 0 0 115,255
CISCO SYS INC COM 17275R102 604 20,000 SH   DFND 1 0 0 20,000
CISCO SYS INC COM 17275R102 2,702 89,400 SH   DFND 2 89,400 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 33,636 529,361 SH   DFND 1 339,285 0 190,076
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 6,748 106,196 SH   DFND 2 106,196 0 0
COMCAST CORP NEW CL A 20030N101 93,751 1,357,731 SH   DFND 1 1,086,123 0 271,608
COMCAST CORP NEW CL A 20030N101 43,721 633,176 SH   DFND 2 346,451 0 286,725
COSTCO WHSL CORP NEW COM 22160K105 3,154 19,700 SH   DFND 1 0 0 19,700
COSTCO WHSL CORP NEW COM 22160K105 9,700 60,583 SH   DFND 2 60,583 0 0
CRITEO S A SPONS ADS 226718104 33,407 813,220 SH   DFND 1 711,620 0 101,600
CRITEO S A SPONS ADS 226718104 43,230 1,052,330 SH   DFND 2 876,330 0 176,000
DOLLAR GEN CORP NEW COM 256677105 1,800 24,300 SH   DFND 1 0 0 24,300
DOLLAR GEN CORP NEW COM 256677105 2,526 34,100 SH   DFND 2 34,100 0 0
ECOLAB INC COM 278865100 8,709 74,300 SH   DFND 2 74,300 0 0
ECOLAB INC COM 278865100 5,334 45,500 SH   DFND 1 31,300 0 14,200
EMBRAER S A SP ADR REP 4 COM 29082A107 1,480 76,900 SH   DFND 1 0 0 76,900
EMBRAER S A SP ADR REP 4 COM 29082A107 1,240 64,400 SH   DFND 2 64,400 0 0
EQUINIX INC COM PAR $0.001 29444U700 1,251 3,500 SH   DFND 1 0 0 3,500
FACEBOOK INC CL A 30303M102 1,979 17,200 SH   DFND 1 0 0 17,200
FACEBOOK INC CL A 30303M102 2,646 23,000 SH   DFND 2 23,000 0 0
FLOWSERVE CORP COM 34354P105 788 16,400 SH   DFND 1 0 0 16,400
FLOWSERVE CORP COM 34354P105 3,171 66,000 SH   DFND 2 66,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 92,765 1,217,230 SH   DFND 1 1,031,990 0 185,240
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 121,236 1,590,821 SH   DFND 2 1,268,900 0 321,921
HUNT J B TRANS SVCS INC COM 445658107 1,029 10,600 SH   DFND 2 10,600 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,514 15,600 SH   DFND 1 0 0 15,600
ICON PLC SHS G4705A100 1,544 20,533 SH   DFND 2 20,533 0 0
INFOSYS LTD SPONSORED ADR 456788108 261,035 17,601,844 SH   DFND 1 13,937,220 0 3,664,624
INFOSYS LTD SPONSORED ADR 456788108 270,693 18,253,065 SH   DFND 2 14,231,124 0 4,021,941
INTUIT COM 461202103 8,619 75,205 SH   DFND 1 52,205 0 23,000
INTUIT COM 461202103 10,323 90,071 SH   DFND 2 90,071 0 0
JOHNSON & JOHNSON COM 478160104 73,541 638,320 SH   DFND 1 519,620 0 118,700
JOHNSON & JOHNSON COM 478160104 33,910 294,330 SH   DFND 2 164,030 0 130,300
KANSAS CITY SOUTHERN COM NEW 485170302 509 6,000 SH   DFND 1 0 0 6,000
KANSAS CITY SOUTHERN COM NEW 485170302 1,985 23,400 SH   DFND 2 23,400 0 0
LILLY ELI & CO COM 532457108 3,236 44,000 SH   DFND 1 0 0 44,000
LILLY ELI & CO COM 532457108 4,781 65,000 SH   DFND 2 65,000 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 9,369 166,700 SH   DFND 2 166,700 0 0
MEDTRONIC PLC SHS G5960L103 42,254 593,200 SH   DFND 1 462,800 0 130,400
MEDTRONIC PLC SHS G5960L103 19,882 279,120 SH   DFND 2 162,850 0 116,270
MICROSOFT CORP COM 594918104 71,044 1,143,288 SH   DFND 1 920,211 0 223,077
MICROSOFT CORP COM 594918104 34,552 556,033 SH   DFND 2 327,508 0 228,525
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 1,559 40,900 SH   DFND 2 40,900 0 0
NETEASE INC SPONSORED ADR 64110W102 257,398 1,195,310 SH   DFND 1 931,827 0 263,483
NETEASE INC SPONSORED ADR 64110W102 300,165 1,393,914 SH   DFND 2 1,122,224 0 271,690
NIELSEN HLDGS PLC SHS EUR G6518L108 2,349 56,000 SH   DFND 1 0 0 56,000
NIELSEN HLDGS PLC SHS EUR G6518L108 3,927 93,600 SH   DFND 2 93,600 0 0
OMNICOM GROUP INC COM 681919106 1,140 13,400 SH   DFND 1 0 0 13,400
OMNICOM GROUP INC COM 681919106 10,222 120,100 SH   DFND 2 120,100 0 0
ORACLE CORP COM 68389X105 857 22,300 SH   DFND 1 0 0 22,300
ORACLE CORP COM 68389X105 3,684 95,800 SH   DFND 2 95,800 0 0
PAYCHEX INC COM 704326107 974 16,000 SH   DFND 1 0 0 16,000
PAYCHEX INC COM 704326107 3,622 59,500 SH   DFND 2 59,500 0 0
S&P GLOBAL INC COM 78409V104 914 8,500 SH   DFND 1 0 0 8,500
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 121,406 4,222,804 SH   DFND 1 2,888,630 0 1,334,174
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 42,957 1,494,146 SH   DFND 2 1,220,246 0 273,900
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 16,713 1,249,102 SH   DFND 1 936,244 0 312,858
TRACTOR SUPPLY CO COM 892356106 1,736 22,900 SH   DFND 1 0 0 22,900
TRACTOR SUPPLY CO COM 892356106 2,904 38,300 SH   DFND 2 38,300 0 0
TYLER TECHNOLOGIES INC COM 902252105 314 2,200 SH   DFND 1 0 0 2,200
TYLER TECHNOLOGIES INC COM 902252105 1,371 9,600 SH   DFND 2 9,600 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,160 19,700 SH   DFND 2 19,700 0 0
UNITED TECHNOLOGIES CORP COM 913017109 658 6,000 SH   DFND 1 0 0 6,000
VERISK ANALYTICS INC COM 92345Y106 2,151 26,500 SH   DFND 1 0 0 26,500
VERISK ANALYTICS INC COM 92345Y106 3,369 41,500 SH   DFND 2 41,500 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 101,473 9,216,400 SH   DFND 1 7,148,900 0 2,067,500
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 140,568 12,767,303 SH   DFND 2 9,729,003 0 3,038,300
VISA INC COM CL A 92826C839 48,926 627,100 SH   DFND 1 494,800 0 132,300
VISA INC COM CL A 92826C839 27,057 346,800 SH   DFND 2 222,200 0 124,600
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 506 22,000 SH   DFND 1 0 0 22,000
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 1,763 76,700 SH   DFND 2 76,700 0 0
YANDEX N V SHS CLASS A N97284108 2,130 105,824 SH   DFND 2 105,824 0 0