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
ADECOAGRO S A COM L00849106 633 70,124 SH   SOLE   70,124 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,700 4,690 SH   SOLE   4,690 0 0
AIR LEASE CORP CL A 00912X302 2,340 59,474 SH   SOLE   59,474 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,412 16,291 SH   SOLE   16,291 0 0
ALPHABET INC CAP STK CL C 02079K107 4,158 1,560 SH   SOLE   1,560 0 0
AMAZON COM INC COM 023135106 2,996 912 SH   SOLE   912 0 0
ANALOG DEVICES INC COM 032654105 2,856 17,053 SH   SOLE   17,053 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 3,125 55,426 SH   SOLE   55,426 0 0
ARCH CAP GROUP LTD ORD G0450A105 426 11,168 SH   SOLE   11,168 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 847 1,137 SH   SOLE   1,137 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 795 13,245 SH   SOLE   13,245 0 0
ATLASSIAN CORP PLC CL A G06242104 2,673 6,830 SH   SOLE   6,830 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,424 17,128 SH   SOLE   17,128 0 0
AUTOZONE INC COM 053332102 3,338 1,966 SH   SOLE   1,966 0 0
AXALTA COATING SYS LTD COM G0750C108 2,281 78,139 SH   SOLE   78,139 0 0
BATH & BODY WORKS INC COM 070830104 2,147 34,068 SH   SOLE   34,068 0 0
BLACK KNIGHT INC COM 09215C105 2,510 34,862 SH   SOLE   34,862 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 676 19,160 SH   SOLE   19,160 0 0
CARVANA CO CL A 146869102 3,036 10,067 SH   SOLE   10,067 0 0
CENTENE CORP DEL COM 15135B101 2,325 37,311 SH   SOLE   37,311 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,407 4,683 SH   SOLE   4,683 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 235 34,779 SH   SOLE   34,779 0 0
COUPA SOFTWARE INC COM 22266L106 2,373 10,827 SH   SOLE   10,827 0 0
DOCUSIGN INC COM 256163106 2,725 10,585 SH   SOLE   10,585 0 0
DYNATRACE INC COM NEW 268150109 2,318 32,659 SH   SOLE   32,659 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,744 16,743 SH   SOLE   16,743 0 0
FACEBOOK INC CL A 30303M102 3,260 9,606 SH   SOLE   9,606 0 0
GENPACT LIMITED SHS G3922B107 438 9,217 SH   SOLE   9,217 0 0
GLOBAL PMTS INC COM 37940X102 2,044 12,974 SH   SOLE   12,974 0 0
GREAT PANTHER MNG LTD COM 39115V101 210 457,166 SH   SOLE   457,166 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 2,556 21,505 SH   SOLE   21,505 0 0
IDEXX LABS INC COM 45168D104 951 1,529 SH   SOLE   1,529 0 0
INFOSYS LTD SPONSORED ADR 456788108 492 22,111 SH   SOLE   22,111 0 0
JD.COM INC SPON ADR CL A 47215P106 2,827 39,139 SH   SOLE   39,139 0 0
KKR & CO INC COM 48251W104 2,992 49,143 SH   SOLE   49,143 0 0
LAM RESEARCH CORP COM 512807108 474 833 SH   SOLE   833 0 0
LKQ CORP COM 501889208 3,327 66,121 SH   SOLE   66,121 0 0
MERCADOLIBRE INC COM 58733R102 546 325 SH   SOLE   325 0 0
MICROSOFT CORP COM 594918104 3,611 12,809 SH   SOLE   12,809 0 0
MOODYS CORP COM 615369105 3,135 8,827 SH   SOLE   8,827 0 0
NETEASE INC SPONSORED ADS 64110W102 431 5,048 SH   SOLE   5,048 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 2,856 148,834 SH   SOLE   148,834 0 0
NOVO-NORDISK A S ADR 670100205 1,008 10,498 SH   SOLE   10,498 0 0
OTIS WORLDWIDE CORP COM 68902V107 954 11,589 SH   SOLE   11,589 0 0
PAYPAL HLDGS INC COM 70450Y103 1,789 6,875 SH   SOLE   6,875 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 2,266 26,029 SH   SOLE   26,029 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 372 35,949 SH   SOLE   35,949 0 0
PROCTER AND GAMBLE CO COM 742718109 2,535 18,133 SH   SOLE   18,133 0 0
PRUDENTIAL PLC ADR 74435K204 661 16,864 SH   SOLE   16,864 0 0
S&P GLOBAL INC COM 78409V104 3,087 7,265 SH   SOLE   7,265 0 0
SCHLUMBERGER LTD COM STK 806857108 599 20,223 SH   SOLE   20,223 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 2,323 28,145 SH   SOLE   28,145 0 0
SHATTUCK LABS INC COM 82024L103 917 45,000 SH   SOLE   45,000 0 0
SQUARE INC CL A 852234103 1,608 6,706 SH   SOLE   6,706 0 0
STARBUCKS CORP COM 855244109 2,238 20,287 SH   SOLE   20,287 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 607 5,441 SH   SOLE   5,441 0 0
T-MOBILE US INC COM 872590104 2,740 21,447 SH   SOLE   21,447 0 0
TRANSDIGM GROUP INC COM 893641100 2,506 4,012 SH   SOLE   4,012 0 0
UNITEDHEALTH GROUP INC COM 91324P102 192,338 492,240 SH   SOLE   492,240 0 0
VALE S A SPONSORED ADS 91912E105 332 23,780 SH   SOLE   23,780 0 0
VISA INC COM CL A 92826C839 2,282 10,243 SH   SOLE   10,243 0 0