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
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,285 3,901 SH   SOLE   3,901 0 0
AIR LEASE CORP CL A 00912X302 1,736 41,594 SH   SOLE   41,594 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,874 12,671 SH   SOLE   12,671 0 0
ALPHABET INC CAP STK CL C 02079K107 3,030 1,209 SH   SOLE   1,209 0 0
AMAZON COM INC COM 023135106 2,494 725 SH   SOLE   725 0 0
ANALOG DEVICES INC COM 032654105 2,204 12,803 SH   SOLE   12,803 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,613 36,290 SH   SOLE   36,290 0 0
APPLE INC COM 037833100 4 28 SH   SOLE   28 0 0
ARCH CAP GROUP LTD ORD G0450A105 418 10,738 SH   SOLE   10,738 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,120 1,621 SH   SOLE   1,621 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 790 13,183 SH   SOLE   13,183 0 0
AT&T INC COM 00206R102 3 100 SH   SOLE   100 0 0
ATLASSIAN CORP PLC CL A G06242104 1,995 7,765 SH   SOLE   7,765 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,582 13,001 SH   SOLE   13,001 0 0
AUTOZONE INC COM 053332102 2,204 1,477 SH   SOLE   1,477 0 0
AXALTA COATING SYS LTD COM G0750C108 1,664 54,559 SH   SOLE   54,559 0 0
BAIDU INC SPON ADR REP A 056752108 4 20 SH   SOLE   20 0 0
BK OF AMERICA CORP COM 060505104 3 65 SH   SOLE   65 0 0
BLACK KNIGHT INC COM 09215C105 2,004 25,698 SH   SOLE   25,698 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 753 19,160 SH   SOLE   19,160 0 0
CARVANA CO CL A 146869102 2,251 7,459 SH   SOLE   7,459 0 0
CENTENE CORP DEL COM 15135B101 1,940 26,607 SH   SOLE   26,607 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,594 3,596 SH   SOLE   3,596 0 0
CHEVRON CORP NEW COM 166764100 1,286 12,279 SH   SOLE   12,279 0 0
CITIGROUP INC COM NEW 172967424 1 16 SH   SOLE   16 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 315 34,779 SH   SOLE   34,779 0 0
COUPA SOFTWARE INC COM 22266L106 2,221 8,473 SH   SOLE   8,473 0 0
DOCUSIGN INC COM 256163106 2,210 7,905 SH   SOLE   7,905 0 0
DYNATRACE INC COM NEW 268150109 1,573 26,934 SH   SOLE   26,934 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,934 11,815 SH   SOLE   11,815 0 0
FACEBOOK INC CL A 30303M102 2,570 7,390 SH   SOLE   7,390 0 0
GENPACT LIMITED SHS G3922B107 419 9,217 SH   SOLE   9,217 0 0
GLOBAL PMTS INC COM 37940X102 1,684 8,980 SH   SOLE   8,980 0 0
GREAT PANTHER MNG LTD COM 39115V101 286 457,166 SH   SOLE   457,166 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,887 16,738 SH   SOLE   16,738 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,770 14,675 SH   SOLE   14,675 0 0
IDEXX LABS INC COM 45168D104 966 1,529 SH   SOLE   1,529 0 0
INFOSYS LTD SPONSORED ADR 456788108 465 21,944 SH   SOLE   21,944 0 0
JD.COM INC SPON ADR CL A 47215P106 2,558 32,049 SH   SOLE   32,049 0 0
JOYY INC ADS REPSTG COM A 46591M109 2 25 SH   SOLE   25 0 0
KKR &CO INC COM 48251W104 1,985 33,513 SH   SOLE   33,513 0 0
L BRANDS INC COM 501797104 2,242 31,108 SH   SOLE   31,108 0 0
LAM RESEARCH CORP COM 512807108 542 833 SH   SOLE   833 0 0
LKQ CORP COM 501889208 2,430 49,379 SH   SOLE   49,379 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3 8 SH   SOLE   8 0 0
MERCADOLIBRE INC COM 58733R102 506 325 SH   SOLE   325 0 0
MICROSOFT CORP COM 594918104 2,846 10,504 SH   SOLE   10,504 0 0
MOODYS CORP COM 615369105 2,346 6,473 SH   SOLE   6,473 0 0
NETEASE INC SPONSORED ADS 64110W102 607 5,266 SH   SOLE   5,266 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 2,290 92,842 SH   SOLE   92,842 0 0
NOVO-NORDISK A S ADR 670100205 873 10,425 SH   SOLE   10,425 0 0
OTIS WORLDWIDE CORP COM 68902V107 948 11,589 SH   SOLE   11,589 0 0
PFIZER INC COM 717081103 3 80 SH   SOLE   80 0 0
PROCTER AND GAMBLE CO COM 742718109 2,058 15,254 SH   SOLE   15,254 0 0
PRUDENTIAL PLC ADR 74435K204 643 16,864 SH   SOLE   16,864 0 0
S&P GLOBAL INC COM 78409V104 2,250 5,482 SH   SOLE   5,482 0 0
SCHLUMBERGER LTD COM STK 806857108 647 20,223 SH   SOLE   20,223 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,872 21,294 SH   SOLE   21,294 0 0
SHATTUCK LABS INC COM 82024L103 1,305 45,000 SH   SOLE   45,000 0 0
STARBUCKS CORP COM 855244109 2,121 18,972 SH   SOLE   18,972 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 654 5,441 SH   SOLE   5,441 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 188 7,470 SH   SOLE   7,470 0 0
T-MOBILE US INC COM 872590104 2,263 15,623 SH   SOLE   15,623 0 0
TRANSDIGM GROUP INC COM 893641100 1,796 2,774 SH   SOLE   2,774 0 0
UNITEDHEALTH GROUP INC COM 91324P102 248,840 621,417 SH   SOLE   621,417 0 0
UNITY SOFTWARE INC COM 91332U101 111 1,007 SH   SOLE   1,007 0 0
VALE S A SPONSORED ADS 91912E105 540 23,678 SH   SOLE   23,678 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 77 500 SH   SOLE   500 0 0
VISA INC COM CL A 92826C839 2,068 8,845 SH   SOLE   8,845 0 0