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 571 1,937 SH   SOLE   287 0 1,650
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,018 6,861 SH   SOLE   1,407 0 5,454
ALPHABET INC CAP STK CL A 02079K305 5,892 2,413 SH   SOLE   470 0 1,943
AMAZON COM INC COM 023135106 7,403 2,152 SH   SOLE   441 0 1,711
AON PLC SHS CL A G0403H108 3,030 12,691 SH   SOLE   2,611 0 10,080
APPLE INC COM 037833100 6,315 46,112 SH   SOLE   9,535 0 36,577
ATLASSIAN CORP PLC CL A G06242104 3,084 12,007 SH   SOLE   12,007 0 0
CANADIAN NATL RY CO COM 136375102 4,025 38,135 SH   SOLE   7,687 0 30,448
CANADIAN PAC RY LTD COM 13645T100 12,470 162,125 SH   SOLE   82,145 0 79,980
FACEBOOK INC CL A 30303M102 7,572 21,778 SH   SOLE   4,380 0 17,398
HDFC BANK LTD SPONSORED ADS 40415F101 4,625 63,254 SH   SOLE   32,346 0 30,908
HONEYWELL INTL INC COM 438516106 3,974 18,115 SH   SOLE   3,669 0 14,446
INFOSYS LTD SPONSORED ADR 456788108 4,714 222,445 SH   SOLE   222,445 0 0
INTUIT COM 461202103 3,322 6,777 SH   SOLE   1,387 0 5,390
INTUITIVE SURGICAL INC COM NEW 46120E602 4,207 4,575 SH   SOLE   934 0 3,641
LAUDER ESTEE COS INC CL A 518439104 7,563 23,776 SH   SOLE   4,815 0 18,961
LOGITECH INTL S A SHS H50430232 16,357 135,019 SH   SOLE   75,666 0 59,353
MASTERCARD INCORPORATED CL A 57636Q104 5,862 16,056 SH   SOLE   3,202 0 12,854
MICROSOFT CORP COM 594918104 6,846 25,270 SH   SOLE   5,169 0 20,101
MOODYS CORP COM 615369105 4,411 12,173 SH   SOLE   2,485 0 9,688
MSCI INC COM 55354G100 6,096 11,436 SH   SOLE   2,131 0 9,305
NASDAQ INC COM 631103108 2,661 15,134 SH   SOLE   3,083 0 12,051
PAYPAL HLDGS INC COM 70450Y103 8,292 28,447 SH   SOLE   5,785 0 22,662
PINDUODUO INC SPONSORED ADS 722304102 3,283 25,848 SH   SOLE   14,223 0 11,625
RESMED INC COM 761152107 2,864 11,619 SH   SOLE   2,354 0 9,265
S&P GLOBAL INC COM 78409V104 5,106 12,439 SH   SOLE   2,541 0 9,898
SEA LTD SPONSORD ADS 81141R100 33,455 121,831 SH   SOLE   60,874 0 60,957
SHOPIFY INC CL A 82509L107 30,781 21,042 SH   SOLE   7,593 0 13,449
SQUARE INC CL A 852234103 3,451 14,157 SH   SOLE   2,875 0 11,282
STONECO LTD COM CL A G85158106 1,557 23,219 SH   SOLE   23 0 23,196
STRYKER CORPORATION COM 863667101 4,199 16,167 SH   SOLE   3,286 0 12,881
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 29,074 241,961 SH   SOLE   130,985 0 110,976
TESLA INC COM 88160R101 6,193 9,112 SH   SOLE   1,858 0 7,254
THERMO FISHER SCIENTIFIC INC COM 883556102 5,365 10,634 SH   SOLE   2,158 0 8,476
TRANE TECHNOLOGIES PLC SHS G8994E103 6,714 36,464 SH   SOLE   7,398 0 29,066
VISA INC COM CL A 92826C839 4,469 19,111 SH   SOLE   3,890 0 15,221
WALMART INC COM 931142103 2,281 16,173 SH   SOLE   3,277 0 12,896
YUM CHINA HLDGS INC COM 98850P109 2,966 44,759 SH   SOLE   28,359 0 16,400
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4,966 12,832 SH   SOLE   2,624 0 10,208