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
ABBVIE INC Common Stock 00287Y109 6,541 58,066 SH   SOLE   58,066 0 0
ACCENTURE PLC Common Stock G1151C101 611 2,072 SH   SOLE   2,072 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 4,760 49,873 SH   SOLE   49,873 0 0
ADOBE SYSTEMS INC Common Stock 00724F101 6,601 11,272 SH   SOLE   11,272 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 4,528 30,636 SH   SOLE   30,636 0 0
ALCON INC Common Stock H01301128 3,437 48,923 SH   SOLE   48,923 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 21,409 94,403 SH   SOLE   94,403 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 5,254 8,599 SH   SOLE   8,599 0 0
ALPHABET INC Common Stock 02079K305 55,297 22,646 SH   SOLE   22,646 0 0
AMAZON.COM INC Common Stock 023135106 13,303 3,867 SH   SOLE   3,867 0 0
AMEDISYS INC Common Stock 023436108 3,875 15,822 SH   SOLE   15,822 0 0
ANTHEM INC Common Stock 036752103 2,451 6,419 SH   SOLE   6,419 0 0
APPLE INC Common Stock 037833100 10,832 79,087 SH   SOLE   79,087 0 0
ASML HOLDING NV NY Reg Shrs N07059210 3,384 4,899 SH   SOLE   4,899 0 0
AUTODESK INC Common Stock 052769106 40,424 138,487 SH   SOLE   138,487 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 6,104 30,734 SH   SOLE   30,734 0 0
AUTOZONE INC Common Stock 053332102 3,931 2,634 SH   SOLE   2,634 0 0
BARRICK GOLD CORP Common Stock 067901108 2,194 106,073 SH   SOLE   106,073 0 0
BECTON DICKINSON AND CO Common Stock 075887109 56,450 232,124 SH   SOLE   232,124 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 82,180 37,558 SH   SOLE   37,558 0 0
BROADCOM INC Common Stock 11135F101 16,108 33,780 SH   SOLE   33,780 0 0
BURFORD CAPITAL LTD Common Stock G17977110 8,749 842,063 SH   SOLE   842,063 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 37,796 519,111 SH   SOLE   519,111 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 36,202 311,733 SH   SOLE   311,733 0 0
CITIGROUP INC Common Stock 172967424 14,770 208,760 SH   SOLE   208,760 0 0
COCA-COLA EUROPACIFIC PARTNERS Common Stock G25839104 4,611 77,731 SH   SOLE   77,731 0 0
CONCENTRIX CORP Common Stock 20602D101 4,747 29,524 SH   SOLE   29,524 0 0
CONSTELLATION BRANDS INC Common Stock 21036P108 2,283 9,762 SH   SOLE   9,762 0 0
CTRIP.COM INTERNATIONAL LTD ADR 89677Q107 20,235 570,653 SH   SOLE   570,653 0 0
DAQO NEW ENERGY CORP ADR 23703Q203 18,849 289,888 SH   SOLE   289,888 0 0
DENTSPLY SIRONA INC Common Stock 24906P109 8,178 129,279 SH   SOLE   129,279 0 0
DESCARTES SYSTEMS GROUP INC/TH Common Stock 249906108 12,101 174,782 SH   SOLE   174,782 0 0
EASTMAN CHEMICAL CO Common Stock 277432100 9,385 80,389 SH   SOLE   80,389 0 0
EBAY INC Common Stock 278642103 11,692 166,536 SH   SOLE   166,536 0 0
ELECTRONIC ARTS INC Common Stock 285512109 51,380 357,226 SH   SOLE   357,226 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 68,415 215,088 SH   SOLE   215,088 0 0
FACEBOOK INC Common Stock 30303M102 15,018 43,190 SH   SOLE   43,190 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 35,010 104,318 SH   SOLE   104,318 0 0
FIRST AMERICAN FINANCIAL CORP Common Stock 31847R102 2,407 38,602 SH   SOLE   38,602 0 0
FOX CORP Common Stock 35137L105 32,342 871,060 SH   SOLE   871,060 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 3,917 105,559 SH   SOLE   105,559 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 2,227 48,077 SH   SOLE   48,077 0 0
GENERAC HOLDINGS INC Common Stock 368736104 4,782 11,518 SH   SOLE   11,518 0 0
GENERAL MOTORS CO Common Stock 37045V100 3,039 51,362 SH   SOLE   51,362 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 4,976 13,111 SH   SOLE   13,111 0 0
HDFC BANK LTD ADR 40415F101 1,586 21,694 SH   SOLE   21,694 0 0
HESS CORP Common Stock 42809H107 1,981 22,685 SH   SOLE   22,685 0 0
ICON PLC Common Stock G4705A100 35,245 170,506 SH   SOLE   170,506 0 0
INFOSYS LTD ADR 456788108 59,858 2,824,807 SH   SOLE   2,824,807 0 0
INGERSOLL RAND INC Common Stock 45687V106 8,128 166,516 SH   SOLE   166,516 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 12,066 101,654 SH   SOLE   101,654 0 0
INTUIT INC Common Stock 461202103 83,553 170,457 SH   SOLE   170,457 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 3,193 13,177 SH   SOLE   13,177 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 953 21,539 SH   SOLE   21,539 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 3,145 23,569 SH   SOLE   23,569 0 0
JOHNSON & JOHNSON Common Stock 478160104 59,670 362,210 SH   SOLE   362,210 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 13,181 85,364 SH   SOLE   85,364 0 0
KINROSS GOLD CORP Common Stock 496902404 2,027 319,159 SH   SOLE   319,159 0 0
LEAR CORP Common Stock 521865204 9,892 56,437 SH   SOLE   56,437 0 0
LYONDELLBASELL INDUSTRIES NV Common Stock N53745100 2,352 22,864 SH   SOLE   22,864 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 2,818 20,032 SH   SOLE   20,032 0 0
MASTERCARD INC Common Stock 57636Q104 20,751 56,839 SH   SOLE   56,839 0 0
MEDTRONIC PLC Common Stock G5960L103 14,418 116,153 SH   SOLE   116,153 0 0
MICROSOFT CORP Common Stock 594918104 136,551 504,065 SH   SOLE   504,065 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 4,698 75,237 SH   SOLE   75,237 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 3,120 34,157 SH   SOLE   34,157 0 0
MOODY'S CORP Common Stock 615369105 109,817 303,051 SH   SOLE   303,051 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 7,524 82,062 SH   SOLE   82,062 0 0
MSCI INC Common Stock 55354G100 3,640 6,828 SH   SOLE   6,828 0 0
NETAPP INC Common Stock 64110D104 7,138 87,246 SH   SOLE   87,246 0 0
NETEASE INC ADR 64110W102 38,808 336,728 SH   SOLE   336,728 0 0
NIKE INC Common Stock 654106103 9,009 58,317 SH   SOLE   58,317 0 0
NOMAD FOODS LTD Common Stock G6564A105 3,584 126,795 SH   SOLE   126,795 0 0
NVIDIA CORP Common Stock 67066G104 20,481 25,598 SH   SOLE   25,598 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 11,316 55,005 SH   SOLE   55,005 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 5,194 9,173 SH   SOLE   9,173 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 9,997 34,296 SH   SOLE   34,296 0 0
PENTAIR PLC Common Stock G7S00T104 3,200 47,415 SH   SOLE   47,415 0 0
PEPSICO INC Common Stock 713448108 2,329 15,716 SH   SOLE   15,716 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 61,193 617,430 SH   SOLE   617,430 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 10,227 62,928 SH   SOLE   62,928 0 0
QIAGEN NV Common Stock N72482123 7,028 145,275 SH   SOLE   145,275 0 0
RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101 5,726 67,124 SH   SOLE   67,124 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 2,276 75,851 SH   SOLE   75,851 0 0
S&P GLOBAL INC Common Stock 78409V104 60,969 148,542 SH   SOLE   148,542 0 0
SIX FLAGS ENTERTAINMENT CORP Common Stock 83001A102 4,361 100,769 SH   SOLE   100,769 0 0
STATE STREET CORP Common Stock 857477103 10,653 129,474 SH   SOLE   129,474 0 0
STERIS PLC Common Stock G8473T100 8,037 38,959 SH   SOLE   38,959 0 0
STRYKER CORP Common Stock 863667101 3,042 11,711 SH   SOLE   11,711 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 6,892 12,387 SH   SOLE   12,387 0 0
SYNOPSYS INC Common Stock 871607107 12,187 44,189 SH   SOLE   44,189 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 12,913 107,463 SH   SOLE   107,463 0 0
TE CONNECTIVITY LTD Common Stock H84989104 14,159 104,720 SH   SOLE   104,720 0 0
TENCENT MUSIC ENTERTAINMENT GR ADR 88034P109 37,268 2,407,522 SH   SOLE   2,407,522 0 0
TERNIUM SA ADR 880890108 19,693 512,027 SH   SOLE   512,027 0 0
TEXAS ROADHOUSE INC Common Stock 882681109 3,942 40,976 SH   SOLE   40,976 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 3,509 6,956 SH   SOLE   6,956 0 0
TRADEWEB MARKETS INC Common Stock 892672106 3,760 44,469 SH   SOLE   44,469 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 4,538 24,644 SH   SOLE   24,644 0 0
TRANSUNION Common Stock 89400J107 4,076 37,118 SH   SOLE   37,118 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 5,570 13,910 SH   SOLE   13,910 0 0
VALE SA ADR 91912E105 81,301 3,564,283 SH   SOLE   3,564,283 0 0
VERISIGN INC Common Stock 92343E102 83,271 365,722 SH   SOLE   365,722 0 0
VISA INC Common Stock 92826C839 150,091 641,910 SH   SOLE   641,910 0 0
YUM CHINA HOLDINGS INC Common Stock 98850P109 38,685 589,602 SH   SOLE   589,602 0 0
ZOETIS INC Common Stock 98978V103 3,220 17,281 SH   SOLE   17,281 0 0