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MONDELEZ INTL INC CL A 609207105 10727112 249700 SH SOLE 0 0 249700 MORNINGSTAR INC COM 617700109 1355524 10767 SH SOLE 0 0 10767 NASDAQ INC COM 631103108 270650 3154 SH SOLE 0 0 3154 NATUS MEDICAL INC DEL COM 639050103 249372 6995 SH SOLE 0 0 6995 NETEASE INC SPONSORED ADR 64110W102 377865 1655 SH SOLE 0 0 1655 NETGEAR INC COM 64111Q104 319718 5087 SH SOLE 0 0 5087 NIKE INC CL B 654106103 292792 3456 SH SOLE 0 0 3456 NORDSON CORP COM 655663102 1101653 7931 SH SOLE 0 0 7931 NORTHROP GRUMMAN CORP COM 666807102 354110 1116 SH SOLE 0 0 1116 NOVARTIS A G SPONSORED ADR 66987V109 515390 5982 SH SOLE 0 0 5982 NVIDIA CORP COM 67066G104 210886 750 SH SOLE 0 0 750 OCCIDENTAL PETE CORP DEL COM 674599105 10127141 123246 SH SOLE 0 0 123246 ORACLE CORP COM 68389X105 15626222 303069 SH SOLE 0 0 303069 ORANGE SPONSORED ADR 684060106 338366 21294 SH SOLE 0 0 21294 P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 228616 9339 SH SOLE 0 0 9339 PAGSEGURO DIGITAL LTD COM CL A G68707101 255837 9246 SH 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