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
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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 Class A COM g1151c101 2,088 14,808 SH   SOLE   14,808 0 0
Adobe Systems Inc COM 00724f101 2,227 9,843 SH   SOLE   9,843 0 0
AerCap Holdings NV COM n00985106 10,167 256,737 SH   SOLE   126,177 0 130,560
Allegion Pub Ltd Co COM g0176j109 1,158 14,525 SH   SOLE   14,525 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 1,139 1,090 SH   SOLE   1,090 0 0
Ametek Inc COM 031100100 1,137 16,800 SH   SOLE   16,800 0 0
Amgen Inc COM 031162100 1,307 6,712 SH   SOLE   6,712 0 0
Amphenol Corp New COM 032095101 2,057 25,390 SH   SOLE   25,390 0 0
Analog Devices Inc COM 032654105 1,245 14,500 SH   SOLE   14,500 0 0
Ansys Inc COM 03662q105 1,778 12,436 SH   SOLE   12,436 0 0
Aon Plc COM g0408v102 2,243 15,427 SH   SOLE   15,427 0 0
Apple Inc COM 037833100 1,947 12,341 SH   SOLE   12,341 0 0
Arrow Electronics Inc COM 042735100 1,036 15,029 SH   SOLE   15,029 0 0
Biogen Inc COM 09062x103 1,041 3,460 SH   SOLE   3,460 0 0
Booking Holdings Inc COM 09857l108 1,114 647 SH   SOLE   647 0 0
BP PLC Sp ADR COM 055622104 1,218 32,124 SH   SOLE   32,124 0 0
Broadcom Ltd COM 11135f101 1,098 4,319 SH   SOLE   4,319 0 0
Cadence Design System Inc COM 127387108 1,139 26,200 SH   SOLE   26,200 0 0
CAE Inc COM 124765108 1,336 72,817 SH   SOLE   72,817 0 0
Canadian Imperial Bank Comm To COM 136069101 1,237 16,596 SH   SOLE   16,596 0 0
Cdk Global Inc COM 12508e101 961 20,080 SH   SOLE   20,080 0 0
CDW Corp COM 12514g108 1,364 16,823 SH   SOLE   16,823 0 0
CGI Groupe Inc Cl A COM 39945c109 1,970 32,187 SH   SOLE   32,187 0 0
Check Point Software Tech Ltd COM m22465104 11,235 109,452 SH   SOLE   52,022 0 57,430
Cigna Corporation COM 125523100 1,013 5,333 SH   SOLE   5,333 0 0
Cisco Systems Inc COM 17275r102 1,811 41,788 SH   SOLE   41,788 0 0
Cognizant Technology Solutions COM 192446102 920 14,500 SH   SOLE   14,500 0 0
Constellation Brands Inc Cl A COM 21036p108 629 3,910 SH   SOLE   3,910 0 0
Danaher Corp COM 235851102 2,039 19,777 SH   SOLE   19,777 0 0
Disney Walt Co Disney COM 254687106 2,104 19,187 SH   SOLE   19,187 0 0
Dowdupont Inc COM 26078j100 1,128 21,100 SH   SOLE   21,100 0 0
Eastman Chem Co COM 277432100 907 12,401 SH   SOLE   12,401 0 0
ENI SPA Sp ADR COM 26874r108 439 13,938 SH   SOLE   13,938 0 0
Exelon Corp COM 30161n101 2,298 50,955 SH   SOLE   50,955 0 0
Exxon Mobile Corp COM 30231g102 446 6,542 SH   SOLE   6,542 0 0
Facebook Inc Cl A COM 30303m102 1,802 13,744 SH   SOLE   13,744 0 0
Fiat Chrysler Automobiles NV COM n31738102 900 62,271 SH   SOLE   62,271 0 0
Fiserv Inc COM 337738108 2,193 29,839 SH   SOLE   29,839 0 0
Fortis Inc COM 349553107 1,266 37,949 SH   SOLE   37,949 0 0
General Dynamics Corp COM 369550108 808 5,140 SH   SOLE   5,140 0 0
HCA Healthcare Inc COM 40412c101 1,045 8,400 SH   SOLE   8,400 0 0
HollyFrontier Corporation COM 436106108 1,583 30,964 SH   SOLE   30,964 0 0
Home Depot Inc COM 437076102 2,048 11,919 SH   SOLE   11,919 0 0
Honeywell Intl Inc COM 438516106 1,061 8,030 SH   SOLE   8,030 0 0
Huntington Ingalls Industries COM 446413106 660 3,470 SH   SOLE   3,470 0 0
Icon PLC COM g4705a100 13,559 104,937 SH   SOLE   58,117 0 46,820
Ihs Markit Ltd COM g47567105 1,767 36,836 SH   SOLE   36,836 0 0
Ingersoll-Rand PLC COM g47791101 1,168 12,801 SH   SOLE   12,801 0 0
Intel Corp COM 458140100 1,102 23,487 SH   SOLE   23,487 0 0
Intuitive Surgical Inc COM 46120e602 1,336 2,790 SH   SOLE   2,790 0 0
Iqvia Holdings Inc COM 46266c105 1,320 11,361 SH   SOLE   11,361 0 0
Johnson & Johnson COM 478160104 1,049 8,130 SH   SOLE   8,130 0 0
Laboratory Corp America Holdin COM 50540r409 1,583 12,530 SH   SOLE   12,530 0 0
Lockheed Martin Corp COM 539830109 742 2,835 SH   SOLE   2,835 0 0
LyondellBasell Industries NV A COM n53745100 1,615 19,415 SH   SOLE   19,415 0 0
Magna Intl Inc COM 559222401 1,060 23,317 SH   SOLE   23,317 0 0
Mastercard Incorporated COM 57636q104 2,287 12,123 SH   SOLE   12,123 0 0
Monster Beverage Corp COM 61174x109 1,043 21,200 SH   SOLE   21,200 0 0
Moodys Corp COM 615369105 1,216 8,680 SH   SOLE   8,680 0 0
MSCI Inc COM 55354g100 1,202 8,150 SH   SOLE   8,150 0 0
Norbord Inc COM 65548p403 1,170 44,004 SH   SOLE   44,004 0 0
Nvr Inc COM 62944t105 951 390 SH   SOLE   390 0 0
Oracle Corp COM 68389x105 1,697 37,575 SH   SOLE   37,575 0 0
Pfizer Inc COM 717081103 2,244 51,420 SH   SOLE   51,420 0 0
Progressive Corp Ohio COM 743315103 740 12,262 SH   SOLE   12,262 0 0
Public Service Enterprise Grou COM 744573106 2,049 39,362 SH   SOLE   39,362 0 0
Raytheon Co COM 755111507 705 4,599 SH   SOLE   4,599 0 0
Roper Technologies Inc COM 776696106 2,286 8,575 SH   SOLE   8,575 0 0
Royal Bank of Canada Montreal COM 780087102 1,806 26,364 SH   SOLE   26,364 0 0
S&P Global Inc COM 78409v104 1,872 11,013 SH   SOLE   11,013 0 0
Sherwin Williams Co COM 824348106 1,228 3,122 SH   SOLE   3,122 0 0
Simon Property Group Inc COM 828806109 2,093 12,458 SH   SOLE   12,458 0 0
Sirius XM Holdings Inc COM 82968b103 1,962 343,580 SH   SOLE   343,580 0 0
Stryker Corp COM 863667101 1,728 11,026 SH   SOLE   11,026 0 0
Suncor Energy Inc COM 867224107 336 12,026 SH   SOLE   12,026 0 0
Synopsys Inc COM 871607107 1,063 12,615 SH   SOLE   12,615 0 0
TE Connectivity Ltd Reg COM h84989104 1,036 13,701 SH   SOLE   13,701 0 0
Telus Corp COM 87971m103 1,161 35,026 SH   SOLE   35,026 0 0
Texas Instruments Inc COM 882508104 1,800 19,052 SH   SOLE   19,052 0 0
Thermo Fisher Scientific Inc COM 883556102 2,407 10,758 SH   SOLE   10,758 0 0
Toronto Dominion Bank Ont COM 891160509 1,820 36,610 SH   SOLE   36,610 0 0
Unitedhealth Group Inc COM 91324p102 2,519 10,113 SH   SOLE   10,113 0 0
Verisk Analytics Inc COM 92345y106 2,215 20,315 SH   SOLE   20,315 0 0
Verizon Communications Inc COM 92343v104 868 15,438 SH   SOLE   15,438 0 0
Visa Inc Cl A COM 92826c839 1,987 15,059 SH   SOLE   15,059 0 0
West Fraser Timber Ltd COM 952845105 1,001 20,412 SH   SOLE   20,412 0 0
Yum Brands Inc COM 988498101 2,358 25,649 SH   SOLE   25,649 0 0
Alibaba Group Holding Ltd Sp A ADR 01609w102 7,149 52,155 SH   SOLE   36,655 0 15,500
Ase Industrial Holding Co Ltd ADR 00215w100 355 94,725 SH   SOLE   94,725 0 0
AstraZeneca PLC Sp ADR ADR 046353108 263 6,920 SH   SOLE   6,920 0 0
Autohome Inc Sp ADR Rp Cl A ADR 05278c107 1,181 15,103 SH   SOLE   15,103 0 0
Baidu Inc Sp ADR A ADR 056752108 2,715 17,121 SH   SOLE   17,121 0 0
Chunghwa Telecom Co Ltd Sp ADR ADR 17133q502 398 11,134 SH   SOLE   11,134 0 0
Diageo PLC Sp ADR ADR 25243q205 1,322 9,325 SH   SOLE   9,325 0 0
Edenred SA ADR ADR 279655104 1,219 66,400 SH   SOLE   66,400 0 0
HDFC Bank Ltd ADR Reps 3 ADR 40415f101 257 2,480 SH   SOLE   2,480 0 0
Honda Motor Ltd American ADR 438128308 1,224 46,281 SH   SOLE   46,281 0 0
Infosys Ltd Sp ADR ADR 456788108 2,574 270,354 SH   SOLE   270,354 0 0
Jardine Matheson Holdings Ltd ADR 471115402 766 11,100 SH   SOLE   11,100 0 0
Koninklijke Philips NV NY Reg ADR 500472303 1,226 34,932 SH   SOLE   34,932 0 0
KT Corp Sp ADR ADR 48268k101 872 61,346 SH   SOLE   61,346 0 0
Momo Inc ADR ADR 60879b107 824 34,692 SH   SOLE   34,692 0 0
Orange Sp ADR ADR 684060106 1,097 67,764 SH   SOLE   67,764 0 0
ORIX Corp Sp ADR ADR 686330101 1,053 14,713 SH   SOLE   14,713 0 0
Relx PLC Sp ADR ADR 759530108 1,751 85,335 SH   SOLE   85,335 0 0
Royal Dutch Shell PLC Sp ADR A ADR 780259206 1,275 21,887 SH   SOLE   21,887 0 0
Sap SE Sp ADR ADR 803054204 14,822 148,894 SH   SOLE   82,437 0 66,457
Sasol Ltd Sp ADR ADR 803866300 343 11,700 SH   SOLE   11,700 0 0
Shire PLC Sp ADR ADR 82481r106 1,459 8,386 SH   SOLE   8,386 0 0
Sinopec Shanghai Petrochemical ADR 82935m109 861 19,942 SH   SOLE   19,942 0 0
SK Telecom Ltd Sp ADR ADR 78440p108 1,441 53,750 SH   SOLE   53,750 0 0
Taiwan Semiconductor Mfg Ltd S ADR 874039100 3,130 84,814 SH   SOLE   84,814 0 0
Temenos AG Sp ADR ADR 87974r208 1,015 8,370 SH   SOLE   8,370 0 0
Ternium SA Sp ADR ADR 880890108 645 23,796 SH   SOLE   23,796 0 0
Total SA Sp ADR ADR 89151e109 506 9,693 SH   SOLE   9,693 0 0
Toyota Motor Corp Sp ADR 2 ADR 892331307 4,051 34,900 SH   SOLE   34,900 0 0
WNS Holdings Ltd Sp ADR ADR 92932m101 2,441 59,160 SH   SOLE   59,160 0 0