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 4,712 53,798 SH   SOLE   53,798 0 0
ACCENTURE PLC Common Stock G1151C101 284 1,255 SH   SOLE   1,255 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 3,588 44,323 SH   SOLE   44,323 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 4,030 39,927 SH   SOLE   39,927 0 0
ALCON INC Common Stock H01301128 3,096 54,368 SH   SOLE   54,368 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 4,176 14,205 SH   SOLE   14,205 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 4,222 12,896 SH   SOLE   12,896 0 0
ALPHABET INC Common Stock 02079K107 6,859 4,667 SH   SOLE   4,667 0 0
ALPHABET INC Common Stock 02079K305 10,425 7,113 SH   SOLE   7,113 0 0
ALTRIA GROUP INC Common Stock 02209S103 3,301 85,423 SH   SOLE   85,423 0 0
AMAZON.COM INC Common Stock 023135106 12,107 3,845 SH   SOLE   3,845 0 0
AMEDISYS INC Common Stock 023436108 3,520 14,887 SH   SOLE   14,887 0 0
ANTHEM INC Common Stock 036752103 1,821 6,780 SH   SOLE   6,780 0 0
APPLE INC Common Stock 037833100 12,378 106,880 SH   SOLE   106,880 0 0
ASML HOLDING NV NY Reg Shrs N07059210 2,078 5,628 SH   SOLE   5,628 0 0
AUTODESK INC Common Stock 052769106 3,866 16,736 SH   SOLE   16,736 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 4,640 33,262 SH   SOLE   33,262 0 0
AUTOZONE INC Common Stock 053332102 10,894 9,251 SH   SOLE   9,251 0 0
BARRICK GOLD CORP Common Stock 067901108 3,150 112,051 SH   SOLE   112,051 0 0
BECTON DICKINSON AND CO Common Stock 075887109 13,311 57,208 SH   SOLE   57,208 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 22,624 13,225 SH   SOLE   13,225 0 0
BROADCOM INC Common Stock 11135F101 12,268 33,674 SH   SOLE   33,674 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 11,372 313,889 SH   SOLE   313,889 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 10,407 86,479 SH   SOLE   86,479 0 0
CITIGROUP INC Common Stock 172967424 2,278 52,839 SH   SOLE   52,839 0 0
COCA-COLA EUROPEAN PARTNERS PL Common Stock G25839104 3,511 90,461 SH   SOLE   90,461 0 0
DENTSPLY SIRONA INC Common Stock 24906P109 2,311 52,851 SH   SOLE   52,851 0 0
DESCARTES SYSTEMS GROUP INC/TH Common Stock 249906108 5,727 100,849 SH   SOLE   100,849 0 0
DR REDDY'S LABORATORIES LTD ADR 256135203 3,869 55,627 SH   SOLE   55,627 0 0
DROPBOX INC Common Stock 26210C104 2,593 134,632 SH   SOLE   134,632 0 0
EBAY INC Common Stock 278642103 7,618 146,216 SH   SOLE   146,216 0 0
ELECTRONIC ARTS INC Common Stock 285512109 10,997 84,330 SH   SOLE   84,330 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 13,058 59,831 SH   SOLE   59,831 0 0
FACEBOOK INC Common Stock 30303M102 17,561 67,054 SH   SOLE   67,054 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 11,291 33,717 SH   SOLE   33,717 0 0
FIDELITY NATIONAL INFORMATION Common Stock 31620M106 10,165 69,051 SH   SOLE   69,051 0 0
FIRST AMERICAN FINANCIAL CORP Common Stock 31847R102 2,076 40,777 SH   SOLE   40,777 0 0
FOX CORP Common Stock 35137L105 6,732 241,913 SH   SOLE   241,913 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 1,308 83,644 SH   SOLE   83,644 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 1,561 42,265 SH   SOLE   42,265 0 0
GENERAC HOLDINGS INC Common Stock 368736104 4,242 21,907 SH   SOLE   21,907 0 0
GODADDY INC Common Stock 380237107 3,059 40,269 SH   SOLE   40,269 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 2,381 11,850 SH   SOLE   11,850 0 0
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E202 14,834 127,850 SH   SOLE   127,850 0 0
HDFC BANK LTD ADR 40415F101 927 18,547 SH   SOLE   18,547 0 0
HESS CORP Common Stock 42809H107 981 23,965 SH   SOLE   23,965 0 0
ICON PLC Common Stock G4705A100 9,191 48,100 SH   SOLE   48,100 0 0
INGERSOLL RAND INC Common Stock 45687V106 6,304 177,073 SH   SOLE   177,073 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 8,068 80,639 SH   SOLE   80,639 0 0
INTUIT INC Common Stock 461202103 19,493 59,756 SH   SOLE   59,756 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 2,194 13,920 SH   SOLE   13,920 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 761 22,486 SH   SOLE   22,486 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 2,310 24,897 SH   SOLE   24,897 0 0
JD.COM INC ADR 47215P106 3,679 47,403 SH   SOLE   47,403 0 0
JOHNSON & JOHNSON Common Stock 478160104 23,332 156,718 SH   SOLE   156,718 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 7,713 78,085 SH   SOLE   78,085 0 0
KINROSS GOLD CORP Common Stock 496902404 2,974 337,147 SH   SOLE   337,147 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 2,984 26,017 SH   SOLE   26,017 0 0
MASTERCARD INC Common Stock 57636Q104 19,596 57,947 SH   SOLE   57,947 0 0
MEDTRONIC PLC Common Stock G5960L103 4,659 44,835 SH   SOLE   44,835 0 0
MERCK & CO INC Common Stock 58933Y105 470 5,672 SH   SOLE   5,672 0 0
MICROSOFT CORP Common Stock 594918104 61,837 293,999 SH   SOLE   293,999 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 9,236 160,774 SH   SOLE   160,774 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 3,041 37,918 SH   SOLE   37,918 0 0
MOODY'S CORP Common Stock 615369105 25,920 89,425 SH   SOLE   89,425 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 6,766 139,932 SH   SOLE   139,932 0 0
MSCI INC Common Stock 55354G100 2,755 7,721 SH   SOLE   7,721 0 0
NETEASE INC ADR 64110W102 10,298 22,649 SH   SOLE   22,649 0 0
NIKE INC Common Stock 654106103 7,053 56,185 SH   SOLE   56,185 0 0
NOMAD FOODS LTD Common Stock G6564A105 8,888 348,822 SH   SOLE   348,822 0 0
NVIDIA CORP Common Stock 67066G104 11,107 20,523 SH   SOLE   20,523 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 8,593 68,845 SH   SOLE   68,845 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 4,905 10,639 SH   SOLE   10,639 0 0
PENTAIR PLC Common Stock G7S00T104 1,884 41,157 SH   SOLE   41,157 0 0
PEPSICO INC Common Stock 713448108 2,310 16,670 SH   SOLE   16,670 0 0
PETROLEO BRASILEIRO SA ADR 71654V408 31,490 4,422,800 SH   SOLE   4,422,800 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 13,081 174,438 SH   SOLE   174,438 0 0
RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101 2,768 48,109 SH   SOLE   48,109 0 0
RELIANCE STEEL & ALUMINUM CO Common Stock 759509102 4,926 48,276 SH   SOLE   48,276 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 881 80,126 SH   SOLE   80,126 0 0
S&P GLOBAL INC Common Stock 78409V104 27,067 75,062 SH   SOLE   75,062 0 0
STATE STREET CORP Common Stock 857477103 7,384 124,457 SH   SOLE   124,457 0 0
STRYKER CORP Common Stock 863667101 2,709 13,000 SH   SOLE   13,000 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 5,288 21,977 SH   SOLE   21,977 0 0
SYNNEX CORP Common Stock 87162W100 1,606 11,467 SH   SOLE   11,467 0 0
SYNOPSYS INC Common Stock 871607107 3,577 16,718 SH   SOLE   16,718 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 10,028 123,692 SH   SOLE   123,692 0 0
TENCENT MUSIC ENTERTAINMENT GR ADR 88034P109 32,579 2,205,734 SH   SOLE   2,205,734 0 0
TERNIUM SA ADR 880890108 12,881 684,092 SH   SOLE   684,092 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 11,124 25,194 SH   SOLE   25,194 0 0
TRADEWEB MARKETS INC Common Stock 892672106 3,296 56,835 SH   SOLE   56,835 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 3,157 26,033 SH   SOLE   26,033 0 0
TRANSUNION Common Stock 89400J107 3,299 39,209 SH   SOLE   39,209 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 3,831 12,288 SH   SOLE   12,288 0 0
VALE SA ADR 91912E105 33,058 3,124,557 SH   SOLE   3,124,557 0 0
VERISIGN INC Common Stock 92343E102 24,577 119,975 SH   SOLE   119,975 0 0
VISA INC Common Stock 92826C839 43,430 217,181 SH   SOLE   217,181 0 0
YUM CHINA HOLDINGS INC Common Stock 98850P109 51,330 980,850 SH   SOLE   980,850 0 0
ZOETIS INC Common Stock 98978V103 3,172 19,184 SH   SOLE   19,184 0 0