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 535 1,937 SH   SOLE   287 0 1,650
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,262 6,861 SH   SOLE   1,407 0 5,454
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,163 27,182 SH   SOLE   13,654 0 13,528
AMAZON COM INC COM 023135106 6,658 2,152 SH   SOLE   441 0 1,711
AON PLC SHS CL A G0403H108 2,920 12,691 SH   SOLE   2,611 0 10,080
APPLE INC COM 037833100 5,633 46,112 SH   SOLE   9,535 0 36,577
ATLASSIAN CORP PLC CL A G06242104 2,522 11,966 SH   SOLE   11,966 0 0
CANADIAN NATL RY CO COM 136375102 4,868 41,949 SH   SOLE   11,501 0 30,448
CANADIAN PAC RY LTD COM 13645T100 12,366 32,375 SH   SOLE   16,429 0 15,946
FACEBOOK INC CL A 30303M102 3,948 13,404 SH   SOLE   2,740 0 10,664
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 457 4,340 SH   SOLE   11 0 4,329
HDFC BANK LTD SPONSORED ADS 40415F101 4,911 63,216 SH   SOLE   32,226 0 30,990
HONEYWELL INTL INC COM 438516106 3,932 18,115 SH   SOLE   3,669 0 14,446
ICICI BANK LIMITED ADR 45104G104 470 29,319 SH   SOLE   68 0 29,251
INFOSYS LTD SPONSORED ADR 456788108 3,994 213,381 SH   SOLE   184,379 0 29,002
INTUIT COM 461202103 2,596 6,777 SH   SOLE   1,387 0 5,390
INTUITIVE SURGICAL INC COM NEW 46120E602 3,381 4,575 SH   SOLE   934 0 3,641
JD.COM INC SPON ADR CL A 47215P106 15,941 189,035 SH   SOLE   79,959 0 109,076
LAUDER ESTEE COS INC CL A 518439104 6,134 21,090 SH   SOLE   4,277 0 16,813
LOGITECH INTL S A SHS H50430232 14,593 139,098 SH   SOLE   75,666 0 63,432
MASTERCARD INCORPORATED CL A 57636Q104 5,717 16,056 SH   SOLE   3,202 0 12,854
MICROSOFT CORP COM 594918104 5,958 25,270 SH   SOLE   5,169 0 20,101
MOODYS CORP COM 615369105 3,635 12,173 SH   SOLE   2,485 0 9,688
MSCI INC COM 55354G100 4,953 11,812 SH   SOLE   2,412 0 9,400
NASDAQ INC COM 631103108 2,232 15,134 SH   SOLE   3,083 0 12,051
NETEASE INC SPONSORED ADS 64110W102 5,631 54,535 SH   SOLE   30,291 0 24,244
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 4,119 294,240 SH   SOLE   215,140 0 79,100
PAYPAL HLDGS INC COM 70450Y103 6,908 28,447 SH   SOLE   5,785 0 22,662
PINDUODUO INC SPONSORED ADS 722304102 2,930 21,888 SH   SOLE   14,193 0 7,695
RESMED INC COM 761152107 4,806 24,771 SH   SOLE   5,066 0 19,705
S&P GLOBAL INC COM 78409V104 4,389 12,439 SH   SOLE   2,541 0 9,898
SEA LTD SPONSORD ADS 81141R100 27,112 121,455 SH   SOLE   60,841 0 60,614
SHOPIFY INC CL A 82509L107 23,107 21,007 SH   SOLE   7,593 0 13,414
STONECO LTD COM CL A G85158106 977 15,952 SH   SOLE   23 0 15,929
STRYKER CORPORATION COM 863667101 3,938 16,167 SH   SOLE   3,286 0 12,881
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28,386 239,992 SH   SOLE   130,908 0 109,084
TESLA INC COM 88160R101 6,086 9,112 SH   SOLE   1,858 0 7,254
THERMO FISHER SCIENTIFIC INC COM 883556102 5,736 12,569 SH   SOLE   2,572 0 9,997
TRANE TECHNOLOGIES PLC SHS G8994E103 6,037 36,464 SH   SOLE   7,398 0 29,066
VERISK ANALYTICS INC COM 92345Y106 2,386 13,502 SH   SOLE   2,739 0 10,763
VISA INC COM CL A 92826C839 4,046 19,111 SH   SOLE   3,890 0 15,221
WALMART INC COM 931142103 3,696 27,208 SH   SOLE   5,546 0 21,662
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4,123 12,832 SH   SOLE   2,624 0 10,208
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 1,810 62,102 SH   SOLE   62,102 0 0