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 4,098 12,810 SH   SOLE   1,560 0 11,250
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,793 6,589 SH   SOLE   1,135 0 5,454
ALPHABET INC CAP STK CL A 02079K305 6,991 2,615 SH   SOLE   432 0 2,183
AMAZON COM INC COM 023135106 6,495 1,977 SH   SOLE   356 0 1,621
AON PLC SHS CL A G0403H108 3,482 12,185 SH   SOLE   2,105 0 10,080
APPLE INC COM 037833100 6,264 44,269 SH   SOLE   7,692 0 36,577
ATLASSIAN CORP PLC CL A G06242104 8,197 20,942 SH   SOLE   13,112 0 7,830
CANADIAN PAC RY LTD COM 13645T100 11,123 170,333 SH   SOLE   82,145 0 88,188
FACEBOOK INC CL A 30303M102 7,104 20,932 SH   SOLE   3,534 0 17,398
HDFC BANK LTD SPONSORED ADS 40415F101 5,261 71,981 SH   SOLE   41,073 0 30,908
HONEYWELL INTL INC COM 438516106 3,694 17,403 SH   SOLE   2,957 0 14,446
ICICI BANK LIMITED ADR 45104G104 3,452 182,961 SH   SOLE   140,900 0 42,061
INFOSYS LTD SPONSORED ADR 456788108 6,825 306,751 SH   SOLE   201,594 0 105,157
INTUIT COM 461202103 3,512 6,509 SH   SOLE   1,119 0 5,390
INTUITIVE SURGICAL INC COM NEW 46120E602 4,368 4,394 SH   SOLE   753 0 3,641
LAUDER ESTEE COS INC CL A 518439104 6,851 22,843 SH   SOLE   3,882 0 18,961
LOGITECH INTL S A SHS H50430232 14,513 162,466 SH   SOLE   75,666 0 86,800
MASTERCARD INCORPORATED CL A 57636Q104 2,604 7,489 SH   SOLE   1,277 0 6,212
MICROSOFT CORP COM 594918104 6,843 24,272 SH   SOLE   4,171 0 20,101
MOODYS CORP COM 615369105 4,152 11,692 SH   SOLE   2,004 0 9,688
MSCI INC COM 55354G100 6,707 11,025 SH   SOLE   1,720 0 9,305
NASDAQ INC COM 631103108 4,255 22,045 SH   SOLE   3,990 0 18,055
OTIS WORLDWIDE CORP COM 68902V107 2,256 27,413 SH   SOLE   4,588 0 22,825
PAYPAL HLDGS INC COM 70450Y103 7,111 27,329 SH   SOLE   4,667 0 22,662
RESMED INC COM 761152107 2,942 11,162 SH   SOLE   1,897 0 9,265
S&P GLOBAL INC COM 78409V104 5,076 11,947 SH   SOLE   2,049 0 9,898
SEA LTD SPONSORD ADS 81141R100 44,184 138,625 SH   SOLE   59,131 0 79,494
SHOPIFY INC CL A 82509L107 31,459 23,177 SH   SOLE   7,367 0 15,810
SQUARE INC CL A 852234103 3,264 13,609 SH   SOLE   2,327 0 11,282
STRYKER CORPORATION COM 863667101 4,096 15,531 SH   SOLE   2,650 0 12,881
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28,738 257,392 SH   SOLE   128,548 0 128,844
TESLA INC COM 88160R101 6,788 8,753 SH   SOLE   1,499 0 7,254
THERMO FISHER SCIENTIFIC INC COM 883556102 5,837 10,217 SH   SOLE   1,741 0 8,476
THOMSON REUTERS CORP. COM NEW 884903709 7,202 65,132 SH   SOLE   5,697 0 59,435
TRANE TECHNOLOGIES PLC SHS G8994E103 6,048 35,029 SH   SOLE   5,963 0 29,066
WALMART INC COM 931142103 2,166 15,537 SH   SOLE   2,641 0 12,896
WIPRO LTD SPON ADR 1 SH 97651M109 4,479 507,198 SH   SOLE   507,198 0 0
WNS HLDGS LTD SPON ADR 92932M101 3,024 36,970 SH   SOLE   36,970 0 0
YUM CHINA HLDGS INC COM 98850P109 2,819 47,659 SH   SOLE   28,359 0 19,300
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2,311 8,837 SH   SOLE   1,599 0 7,238