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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 555 2,583 SH   SOLE   350 0 2,233
ADOBE INC COM 00724F101 1,381 3,173 SH   SOLE   1,057 0 2,116
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,676 40,222 SH   SOLE   23,235 0 16,987
AMAZON COM INC COM 023135106 2,803 1,016 SH   SOLE   352 0 664
AON PLC SHS CL A G0403H108 2,736 14,206 SH   SOLE   3,875 0 10,331
ATLASSIAN CORP PLC CL A G06242104 3,499 19,410 SH   SOLE   19,410 0 0
BECTON DICKINSON & CO COM 075887109 1,268 5,301 SH   SOLE   1,765 0 3,536
CGI INC CL A SUB VTG 12532H104 991 15,724 SH   SOLE   0 0 15,724
FERRARI N V COM N3167Y103 382 2,231 SH   SOLE   793 0 1,438
FISERV INC COM 337738108 2,454 25,138 SH   SOLE   8,186 0 16,952
GLOBAL PMTS INC COM 37940X102 1,673 9,864 SH   SOLE   3,179 0 6,685
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 312 4,351 SH   SOLE   22 0 4,329
HDFC BANK LTD SPONSORED ADS 40415F101 3,522 77,478 SH   SOLE   44,877 0 32,601
HONEYWELL INTL INC COM 438516106 866 5,988 SH   SOLE   1,963 0 4,025
ICICI BANK LIMITED ADR 45104G104 318 34,225 SH   SOLE   68 0 34,157
ICON PLC SHS G4705A100 10,914 64,786 SH   SOLE   6,706 0 58,080
IHS MARKIT LTD SHS G47567105 1,891 25,052 SH   SOLE   8,198 0 16,854
INFOSYS LTD SPONSORED ADR 456788108 1,581 163,655 SH   SOLE   135,826 0 27,829
INTUIT COM 461202103 937 3,165 SH   SOLE   1,045 0 2,120
INTUITIVE SURGICAL INC COM NEW 46120E602 1,219 2,139 SH   SOLE   702 0 1,437
JD.COM INC SPON ADR CL A 47215P106 10,578 175,765 SH   SOLE   91,673 0 84,092
MASTERCARD INCORPORATED CL A 57636Q104 2,856 9,659 SH   SOLE   3,150 0 6,509
MICROSOFT CORP COM 594918104 3,220 15,820 SH   SOLE   5,241 0 10,579
MOODYS CORP COM 615369105 2,334 8,495 SH   SOLE   2,743 0 5,752
MSCI INC COM 55354G100 2,831 8,482 SH   SOLE   2,829 0 5,653
NETEASE INC SPONSORED ADS 64110W102 1,907 4,442 SH   SOLE   4,442 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 4,520 34,711 SH   SOLE   27,203 0 7,508
PAYPAL HLDGS INC COM 70450Y103 1,362 7,820 SH   SOLE   2,592 0 5,228
RESMED INC COM 761152107 2,657 13,839 SH   SOLE   4,542 0 9,297
S&P GLOBAL INC COM 78409V104 3,015 9,150 SH   SOLE   3,004 0 6,146
SHOPIFY INC CL A 82509L107 10,088 10,619 SH   SOLE   951 0 9,668
STRYKER CORPORATION COM 863667101 1,392 7,727 SH   SOLE   2,468 0 5,259
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 7,610 134,053 SH   SOLE   64,648 0 69,405
THERMO FISHER SCIENTIFIC INC COM 883556102 2,852 7,872 SH   SOLE   2,592 0 5,280
TRANE TECHNOLOGIES PLC SHS G8994E103 1,143 12,847 SH   SOLE   4,187 0 8,660
VERISK ANALYTICS INC COM 92345Y106 1,808 10,623 SH   SOLE   3,458 0 7,165
VISA INC COM CL A 92826C839 2,722 14,093 SH   SOLE   4,590 0 9,503
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 3,474 94,622 SH   SOLE   94,622 0 0