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 ADR ADR 31680Q104 10,680 216,579 SH   SOLE   216,579 0 0
ABBOTT LABORATORIES Common Stock 002824100 25,101 300,005 SH   SOLE   300,005 0 0
AFLAC INC Common Stock 001055102 2,771 52,955 SH   SOLE   52,955 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 1,360 17,750 SH   SOLE   17,750 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 21,841 223,001 SH   SOLE   223,001 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 124,630 745,261 SH   SOLE   745,261 0 0
ALPHABET INC Common Stock 02079K107 2,848 2,336 SH   SOLE   2,336 0 0
ALPHABET INC Common Stock 02079K305 9,281 7,600 SH   SOLE   7,600 0 0
ALTRIA GROUP INC Common Stock 02209S103 645 15,782 SH   SOLE   15,782 0 0
AMAZON.COM INC Common Stock 023135106 3,875 2,232 SH   SOLE   2,232 0 0
AMBEV SA ADR 02319V103 15,473 3,349,178 SH   SOLE   3,349,178 0 0
AMC NETWORKS INC Common Stock 00164V103 1,438 29,247 SH   SOLE   29,247 0 0
ANHEUSER BUSCH INBEV SPN ADR ADR 03524A108 853 8,968 SH   SOLE   8,968 0 0
ANTHEM INC Common Stock 036752103 19,632 81,765 SH   SOLE   81,765 0 0
APPLE INC Common Stock 037833100 5,933 26,491 SH   SOLE   26,491 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 841 5,213 SH   SOLE   5,213 0 0
AUTOZONE INC Common Stock 053332102 1,428 1,317 SH   SOLE   1,317 0 0
BANCOLOMBIA SA ADR 05968L102 14,968 302,694 SH   SOLE   302,694 0 0
BANK OF AMERICA CORP Common Stock 060505104 2,058 70,540 SH   SOLE   70,540 0 0
BECTON DICKINSON AND CO Common Stock 075887109 3,367 13,309 SH   SOLE   13,309 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 40,640 20,707 SH   SOLE   20,707 0 0
BROADCOM INC Common Stock 11135F101 18,672 67,636 SH   SOLE   67,636 0 0
CBS CORP Common Stock 124857202 1,630 40,369 SH   SOLE   40,369 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 2,775 66,350 SH   SOLE   66,350 0 0
CHEVRON CORP Common Stock 166764100 3,942 33,234 SH   SOLE   33,234 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105 2,057 2,448 SH   SOLE   2,448 0 0
CITIGROUP INC Common Stock 172967424 29,205 422,774 SH   SOLE   422,774 0 0
CME GROUP INC/IL Common Stock 12572Q105 1,108 5,244 SH   SOLE   5,244 0 0
COLGATE-PALMOLIVE CO Common Stock 194162103 687 9,350 SH   SOLE   9,350 0 0
COMCAST CORP Common Stock 20030N101 28,519 632,629 SH   SOLE   632,629 0 0
DELL TECHNOLOGIES INC Common Stock 24703L202 1,057 20,387 SH   SOLE   20,387 0 0
DELTA AIR LINES INC Common Stock 247361702 1,520 26,393 SH   SOLE   26,393 0 0
DISCOVER FINANCIAL SERVICES Common Stock 254709108 28,889 356,255 SH   SOLE   356,255 0 0
EBAY INC Common Stock 278642103 24,091 618,034 SH   SOLE   618,034 0 0
ELI LILLY & CO Common Stock 532457108 2,174 19,441 SH   SOLE   19,441 0 0
ENTERGY CORP Common Stock 29364G103 1,611 13,723 SH   SOLE   13,723 0 0
FACEBOOK INC Common Stock 30303M102 27,104 152,202 SH   SOLE   152,202 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 1,616 6,649 SH   SOLE   6,649 0 0
FAIR ISAAC CORP Common Stock 303250104 807 2,659 SH   SOLE   2,659 0 0
FIDELITY NATIONAL FINANCIAL IN Common Stock 31620R303 1,850 41,664 SH   SOLE   41,664 0 0
FIDELITY NATIONAL INFORMATION Common Stock 31620M106 28,463 214,396 SH   SOLE   214,396 0 0
FLEETCOR TECHNOLOGIES INC Common Stock 339041105 1,872 6,529 SH   SOLE   6,529 0 0
FOX CORP Common Stock 35137L105 1,385 43,925 SH   SOLE   43,925 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 2,064 53,975 SH   SOLE   53,975 0 0
GENERAC HOLDINGS INC Common Stock 368736104 2,364 30,171 SH   SOLE   30,171 0 0
GLOBUS MEDICAL INC Common Stock 379577208 1,405 27,476 SH   SOLE   27,476 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 2,024 9,769 SH   SOLE   9,769 0 0
HDFC BANK LTD ADR 40415F101 847 14,854 SH   SOLE   14,854 0 0
HESS CORP Common Stock 42809H107 1,390 22,983 SH   SOLE   22,983 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 29,121 172,111 SH   SOLE   172,111 0 0
INFOSYS LTD ADR 456788108 26,212 2,305,355 SH   SOLE   2,305,355 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 30,027 325,429 SH   SOLE   325,429 0 0
INTUIT INC Common Stock 461202103 3,829 14,397 SH   SOLE   14,397 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 26,603 178,090 SH   SOLE   178,090 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 1,802 53,671 SH   SOLE   53,671 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 1,602 17,504 SH   SOLE   17,504 0 0
JOHNSON & JOHNSON Common Stock 478160104 5,667 43,804 SH   SOLE   43,804 0 0
KINROSS GOLD CORP Common Stock 496902404 784 170,489 SH   SOLE   170,489 0 0
LAS VEGAS SANDS CORP Common Stock 517834107 4,202 72,750 SH   SOLE   72,750 0 0
LEAR CORP Common Stock 521865204 776 6,584 SH   SOLE   6,584 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 26,983 269,698 SH   SOLE   269,698 0 0
MASTERCARD INC Common Stock 57636Q104 27,753 102,194 SH   SOLE   102,194 0 0
MERCK & CO INC Common Stock 58933Y105 3,902 46,356 SH   SOLE   46,356 0 0
MICROSOFT CORP Common Stock 594918104 49,148 353,510 SH   SOLE   353,510 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 3,432 62,032 SH   SOLE   62,032 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 1,102 18,975 SH   SOLE   18,975 0 0
MOODY'S CORP Common Stock 615369105 3,950 19,283 SH   SOLE   19,283 0 0
MSCI INC Common Stock 55354G100 959 4,403 SH   SOLE   4,403 0 0
NABORS INDUSTRIES INC US DOMESTIC 62957HAB1 286 440,000 SH   SOLE   440,000 0 0
NETEASE INC ADR 64110W102 25,183 94,608 SH   SOLE   94,608 0 0
NICE-SYSTEMS LTD ADR 653656108 9,997 69,517 SH   SOLE   69,517 0 0
NIKE INC Common Stock 654106103 4,764 50,726 SH   SOLE   50,726 0 0
NOMAD FOODS LTD Common Stock G6564A105 6,901 336,634 SH   SOLE   336,634 0 0
NORFOLK SOUTHERN CORP Common Stock 655844108 2,208 12,291 SH   SOLE   12,291 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 1,936 4,858 SH   SOLE   4,858 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 24,595 237,424 SH   SOLE   237,424 0 0
PEPSICO INC Common Stock 713448108 974 7,105 SH   SOLE   7,105 0 0
PETROLEO BRASILEIRO SA ADR 71654V408 33,480 2,313,722 SH   SOLE   2,313,722 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 3,629 47,795 SH   SOLE   47,795 0 0
POPULAR INC Common Stock 733174700 23,204 429,064 SH   SOLE   429,064 0 0
RADIAN GROUP INC Common Stock 750236101 1,627 71,216 SH   SOLE   71,216 0 0
RANGE RESOURCES CORP Common Stock 75281A109 7,839 2,051,985 SH   SOLE   2,051,985 0 0
RAYTHEON CO Common Stock 755111507 3,339 17,017 SH   SOLE   17,017 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 397 27,696 SH   SOLE   27,696 0 0
S&P GLOBAL INC Common Stock 78409V104 30,021 122,544 SH   SOLE   122,544 0 0
SNAP-ON INC Common Stock 833034101 1,696 10,834 SH   SOLE   10,834 0 0
STRYKER CORP Common Stock 863667101 1,867 8,631 SH   SOLE   8,631 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 9,273 199,497 SH   SOLE   199,497 0 0
TERNIUM SA ADR 880890108 6,630 345,485 SH   SOLE   345,485 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 30,108 103,367 SH   SOLE   103,367 0 0
TIFFANY & CO Common Stock 886547108 1,435 15,497 SH   SOLE   15,497 0 0
TRADEWEB MARKETS INC Common Stock 892672106 40 1,075 SH   SOLE   1,075 0 0
TRANSUNION Common Stock 89400J107 24,969 307,842 SH   SOLE   307,842 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 2,561 11,785 SH   SOLE   11,785 0 0
UNUM GROUP Common Stock 91529Y106 1,842 61,982 SH   SOLE   61,982 0 0
VALERO ENERGY CORP Common Stock 91913Y100 1,884 22,097 SH   SOLE   22,097 0 0
VERISIGN INC Common Stock 92343E102 5,773 30,607 SH   SOLE   30,607 0 0
VISA INC Common Stock 92826C839 9,146 53,171 SH   SOLE   53,171 0 0
VMWARE INC Common Stock 928563402 23,272 155,086 SH   SOLE   155,086 0 0
WATERS CORP Common Stock 941848103 926 4,148 SH   SOLE   4,148 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 25,024 543,759 SH   SOLE   543,759 0 0
ZOETIS INC Common Stock 98978V103 1,373 11,017 SH   SOLE   11,017 0 0