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 22,305 132,938 SH   SOLE   132,938 0 0
ALPHABET INC CAP STK CL A 02079K305 23,148 18,986 SH   SOLE   18,986 0 0
AMAZON COM INC COM 023135106 2,480 1,435 SH   SOLE   1,435 0 0
APPLE INC COM 037833100 8,025 35,949 SH   SOLE   35,949 0 0
BAIDU INC SPON ADR REP A 056752108 1,289 12,613 SH   SOLE   12,613 0 0
BOOKING HOLDINGS INC COM 09857L108 4,352 2,199 SH   SOLE   2,199 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 6,582 200,536 SH   SOLE   200,536 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 1,014 52,603 SH   SOLE   52,603 0 0
DR REDDYS LABS LTD ADR 256135203 1,544 40,497 SH   SOLE   40,497 0 0
EBAY INC COM 278642103 7,017 180,733 SH   SOLE   180,733 0 0
EXPEDIA INC DEL COM NEW 30212P303 3,695 27,439 SH   SOLE   27,439 0 0
FACEBOOK INC CL A 30303M102 17,283 97,535 SH   SOLE   97,535 0 0
INDUSTRIAS BACHOCO-SER B SPON ADR B 456463108 29 6,534 SH   SOLE   6,534 0 0
MERCADOLIBRE INC COM 58733R102 3,718 6,846 SH   SOLE   6,846 0 0
PAYPAL HLDGS INC COM 70450Y103 15,425 149,457 SH   SOLE   149,457 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 13 500 SH   SOLE   500 0 0
TAPESTRY INC COM 876030107 5,815 223,476 SH   SOLE   223,476 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 190 28,047 SH   SOLE   28,047 0 0
YANDEX NV SHS CLASS A N97284108 1,458 41,846 SH   SOLE   41,846 0 0