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 23,030 135,485 SH   SOLE   135,485 0 0
ALPHABET INC CAP STK CL A 02079K305 20,742 19,227 SH   SOLE   19,227 0 0
AMAZON COM INC COM 023135106 2,773 1,457 SH   SOLE   1,457 0 0
APPLE INC COM 037833100 7,224 36,496 SH   SOLE   36,496 0 0
BAIDU INC SPON ADR REP A 056752108 1,479 12,774 SH   SOLE   12,774 0 0
BOOKING HOLDINGS INC COM 09857L108 4,159 2,232 SH   SOLE   2,232 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 7,069 205,312 SH   SOLE   205,312 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 1,297 53,276 SH   SOLE   53,276 0 0
DR REDDYS LABS LTD ADR 256135203 1,544 41,033 SH   SOLE   41,033 0 0
EBAY INC COM 278642103 7,262 184,890 SH   SOLE   184,890 0 0
EXPEDIA INC DEL COM NEW 30212P303 3,678 27,858 SH   SOLE   27,858 0 0
FACEBOOK INC CL A 30303M102 19,065 99,461 SH   SOLE   99,461 0 0
INDUSTRIAS BACHOCO-SER B SPON ADR B 456463108 28 6,534 SH   SOLE   6,534 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 6,640 253,038 SH   SOLE   253,038 0 0
MERCADOLIBRE INC COM 58733R102 4,207 6,897 SH   SOLE   6,897 0 0
PAYPAL HLDGS INC COM 70450Y103 17,426 152,776 SH   SOLE   152,776 0 0
TAPESTRY INC COM 876030107 7,177 228,484 SH   SOLE   228,484 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 258 27,934 SH   SOLE   27,934 0 0
YANDEX NV SHS CLASS A N97284108 1,613 42,423 SH   SOLE   42,423 0 0