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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 23,074 167,163 SH   SOLE   189,248 0 0
ALPHABET INC CAP STK CL A 02079K305 25,115 24,284 SH   SOLE   24,284 0 0
AMAZON COM INC COM 023135106 3,168 2,129 SH   SOLE   2,129 0 0
APPLE INC COM 037833100 8,383 53,400 SH   SOLE   53,400 0 0
BAIDU INC SPON ADR REP A 056752108 2,622 16,507 SH   SOLE   2,622 0 0
BOOKING HOLDINGS INC COM 09857L108 5,611 3,264 SH   SOLE   3,264 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 1,433 69,507 SH   SOLE   69,507 0 0
DR REDDYS LABS LTD ADR 256135203 2,098 55,987 SH   SOLE   55,987 0 0
EBAY INC COM 278642103 6,020 215,168 SH   SOLE   215,168 0 0
EXPEDIA INC DEL COM NEW 30212P303 4,421 39,483 SH   SOLE   39,483 0 0
FACEBOOK INC CL A 30303M102 17,376 133,226 SH   SOLE   133,226 0 0
INDUSTRIAS BACHOCO-SER B SPON ADR B 456463108 21 6,534 SH   SOLE   6,534 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 5,723 282,180 SH   SOLE   282,180 0 0
MERCADOLIBRE INC COM 58733R102 5,555 19,432 SH   SOLE   19,432 0 0
MICHAEL KORS HLDGS LTD SHS CL A G60754101 8,537 230,240 SH   SOLE   230,240 0 0
PAYPAL HLDGS INC COM 70450Y103 17,427 210,369 SH   SOLE   210,369 0 0
TAPESTRY INC COM 876030107 8,934 267,357 SH   SOLE   267,357 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 510 33,119 SH   SOLE   33,119 0 0
YANDEX NV SHS CLASS A N97284108 1,597 58,576 SH   SOLE   58,576 0 0