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 3,562 48,396 SH   DFND 2 48,396 0 0
ALPHABET INC CAP STK CL C 02079K107 4,049 3,393 SH   DFND 1 0 0 3,393
ALPHABET INC CAP STK CL C 02079K107 1,549 1,298 SH   DFND 2 0 0 1,298
ALPHABET INC CAP STK CL A 02079K305 25,583 21,194 SH   DFND 1 19,394 0 1,800
ALPHABET INC CAP STK CL A 02079K305 20,750 17,190 SH   DFND 2 13,730 0 3,460
AMAZON COM INC COM 023135106 2,404 1,200 SH   DFND 1 0 0 1,200
AMAZON COM INC COM 023135106 4,407 2,200 SH   DFND 2 2,200 0 0
ARAMARK COM 03852U106 908 21,100 SH   DFND 1 21,100 0 0
ARAMARK COM 03852U106 3,485 81,000 SH   DFND 2 81,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 13,191 170,400 SH   DFND 2 170,400 0 0
AVERY DENNISON CORP COM 053611109 1,170 10,800 SH   DFND 1 10,800 0 0
AVERY DENNISON CORP COM 053611109 3,901 36,000 SH   DFND 2 36,000 0 0
BAIDU INC SPON ADR REP A 056752108 384,908 1,683,171 SH   DFND 2 1,376,446 0 306,725
BAIDU INC SPON ADR REP A 056752108 245,078 1,071,709 SH   DFND 1 911,080 0 160,629
BANCO MACRO SA SPON ADR B 05961W105 5,684 137,400 SH   DFND 2 137,400 0 0
BECTON DICKINSON & CO COM 075887109 114,840 440,000 SH   DFND 1 360,600 0 79,400
BECTON DICKINSON & CO COM 075887109 74,659 286,050 SH   DFND 2 192,150 0 93,900
BIOGEN INC COM 09062X103 2,438 6,900 SH   DFND 1 3,200 0 3,700
BIOGEN INC COM 09062X103 3,533 10,000 SH   DFND 2 10,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 562 5,800 SH   DFND 1 5,800 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,793 28,800 SH   DFND 2 28,800 0 0
CERNER CORP COM 156782104 3,027 47,000 SH   DFND 2 47,000 0 0
CERNER CORP COM 156782104 2,138 33,200 SH   DFND 1 12,200 0 21,000
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 1,682 21,026 SH   DFND 2 21,026 0 0
CHURCH & DWIGHT INC COM 171340102 103,155 1,737,500 SH   DFND 1 1,449,400 0 288,100
CHURCH & DWIGHT INC COM 171340102 65,586 1,104,700 SH   DFND 2 722,200 0 382,500
CISCO SYS INC COM 17275R102 5,361 110,200 SH   DFND 1 110,200 0 0
CISCO SYS INC COM 17275R102 10,732 220,600 SH   DFND 2 220,600 0 0
CMS ENERGY CORP COM 125896100 2,019 41,209 SH   DFND 1 24,209 0 17,000
CMS ENERGY CORP COM 125896100 4,132 84,335 SH   DFND 2 84,335 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 240,099 3,112,107 SH   DFND 1 2,654,879 0 457,228
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 332,301 4,307,210 SH   DFND 2 3,814,591 0 492,619
COMCAST CORP NEW CL A 20030N101 4,940 139,500 SH   DFND 2 139,500 0 0
COMCAST CORP NEW CL A 20030N101 899 25,400 SH   DFND 1 25,400 0 0
COSTCO WHSL CORP NEW COM 22160K105 3,523 15,000 SH   DFND 1 4,800 0 10,200
COSTCO WHSL CORP NEW COM 22160K105 13,830 58,883 SH   DFND 2 58,883 0 0
DBX ETF TR XTRACK MSCI SOUT 233051812 871 30,024 SH   DFND 2 30,024 0 0
ECOLAB INC COM 278865100 109,213 696,600 SH   DFND 1 587,400 0 109,200
ECOLAB INC COM 278865100 70,190 447,700 SH   DFND 2 293,800 0 153,900
EMBRAER S A SP ADR REP 4 COM 29082A107 695 35,500 SH   DFND 2 35,500 0 0
EQUIFAX INC COM 294429105 2,167 16,600 SH   DFND 1 6,600 0 10,000
EQUIFAX INC COM 294429105 3,055 23,400 SH   DFND 2 23,400 0 0
FACEBOOK INC CL A 30303M102 1,990 12,100 SH   DFND 1 6,500 0 5,600
FACEBOOK INC CL A 30303M102 3,158 19,200 SH   DFND 2 19,200 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 233,429 2,358,584 SH   DFND 2 2,041,863 0 316,721
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 141,926 1,434,030 SH   DFND 1 1,305,690 0 128,340
GLOBANT S A COM L44385109 619 10,500 SH   DFND 2 10,500 0 0
HUNT J B TRANS SVCS INC COM 445658107 3,104 26,100 SH   DFND 1 7,100 0 19,000
HUNT J B TRANS SVCS INC COM 445658107 2,914 24,500 SH   DFND 2 24,500 0 0
ICON PLC SHS G4705A100 37,443 243,533 SH   DFND 2 243,533 0 0
INFOSYS LTD SPONSORED ADR 456788108 139,342 13,701,242 SH   DFND 1 11,782,362 0 1,918,880
INFOSYS LTD SPONSORED ADR 456788108 217,426 21,379,108 SH   DFND 2 18,297,226 0 3,081,882
INTUIT COM 461202103 59,648 262,305 SH   DFND 1 211,005 0 51,300
INTUIT COM 461202103 42,949 188,871 SH   DFND 2 138,271 0 50,600
ISHARES INC MSCI STH KOR ETF 464286772 6,127 89,747 SH   DFND 2 89,747 0 0
JOHNSON & JOHNSON COM 478160104 38,107 275,800 SH   DFND 2 189,900 0 85,900
JOHNSON & JOHNSON COM 478160104 51,938 375,900 SH   DFND 1 319,600 0 56,300
LAUDER ESTEE COS INC CL A 518439104 581 4,000 SH   DFND 1 4,000 0 0
LAUDER ESTEE COS INC CL A 518439104 2,470 17,000 SH   DFND 2 17,000 0 0
LILLY ELI & CO COM 532457108 101,483 945,700 SH   DFND 1 771,100 0 174,600
LILLY ELI & CO COM 532457108 64,622 602,200 SH   DFND 2 399,600 0 202,600
MEDTRONIC PLC SHS G5960L103 131,127 1,333,000 SH   DFND 1 1,100,200 0 232,800
MEDTRONIC PLC SHS G5960L103 83,243 846,220 SH   DFND 2 555,650 0 290,570
MICROSOFT CORP COM 594918104 67,717 592,088 SH   DFND 1 489,611 0 102,477
MICROSOFT CORP COM 594918104 47,902 418,833 SH   DFND 2 294,208 0 124,625
NETEASE INC SPONSORED ADR 64110W102 206,472 904,587 SH   DFND 1 756,027 0 148,560
NETEASE INC SPONSORED ADR 64110W102 305,917 1,340,273 SH   DFND 2 1,135,883 0 204,390
NEVRO CORP COM 64157F103 1,699 29,800 SH   DFND 2 29,800 0 0
NEVRO CORP COM 64157F103 365 6,400 SH   DFND 1 6,400 0 0
OMNICOM GROUP INC COM 681919106 3,768 55,400 SH   DFND 2 55,400 0 0
OMNICOM GROUP INC COM 681919106 653 9,600 SH   DFND 1 9,600 0 0
ORACLE CORP COM 68389X105 87,348 1,694,100 SH   DFND 1 1,423,500 0 270,600
ORACLE CORP COM 68389X105 56,159 1,089,200 SH   DFND 2 714,400 0 374,800
PAYCHEX INC COM 704326107 744 10,100 SH   DFND 1 10,100 0 0
PAYCHEX INC COM 704326107 3,277 44,500 SH   DFND 2 44,500 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 2,171 22,600 SH   DFND 1 22,600 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 2,295 23,900 SH   DFND 2 23,900 0 0
S&P GLOBAL INC COM 78409V104 1,661 8,500 SH   DFND 1 0 0 8,500
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 90,510 2,049,594 SH   DFND 1 1,264,820 0 784,774
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 29,177 660,700 SH   DFND 2 660,700 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 736 42,247 SH   DFND 2 42,247 0 0
TYLER TECHNOLOGIES INC COM 902252105 2,671 10,900 SH   DFND 1 5,600 0 5,300
TYLER TECHNOLOGIES INC COM 902252105 3,872 15,800 SH   DFND 2 15,800 0 0
ULTA BEAUTY INC COM 90384S303 2,483 8,800 SH   DFND 1 2,300 0 6,500
ULTA BEAUTY INC COM 90384S303 1,806 6,400 SH   DFND 2 6,400 0 0
UNITED TECHNOLOGIES CORP COM 913017109 4,474 32,000 SH   DFND 2 32,000 0 0
VERISK ANALYTICS INC COM 92345Y106 3,592 29,800 SH   DFND 1 11,800 0 18,000
VERISK ANALYTICS INC COM 92345Y106 5,075 42,100 SH   DFND 2 42,100 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 8,920 1,429,516 SH   DFND 2 1,429,516 0 0
VISA INC COM CL A 92826C839 84,606 563,700 SH   DFND 1 462,900 0 100,800
VISA INC COM CL A 92826C839 54,783 365,000 SH   DFND 2 244,500 0 120,500
WALMART INC COM 931142103 44,279 471,500 SH   DFND 2 320,000 0 151,500
WALMART INC COM 931142103 67,521 719,000 SH   DFND 1 591,300 0 127,700