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
ADOBE SYS INC COM 00724F101 35,766 165,530 SH   SOLE 76,542 0 88,988
ADVANCE AUTO PARTS INC COM 00751Y106 58,540 493,784 SH   SOLE 232,194 0 261,590
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,998 27,231 SH   SOLE 27,231 0 0
APPLE INC COM 037833100 50,605 301,612 SH   SOLE 141,518 0 160,094
ARAMARK COM 03852U106 76,197 1,926,138 SH   SOLE 908,232 0 1,017,906
AUTODESK INC COM 052769106 49,732 396,025 SH   SOLE 185,262 0 210,763
BAIDU INC SPON ADR REP A 056752108 76,731 343,792 SH   SOLE 159,983 0 183,809
BARRICK GOLD CORP COM 067901108 128 10,284 SH   SOLE 0 0 10,284
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 56,833 1,778,779 SH   SOLE 1,254,682 0 524,097
BRUNSWICK CORP COM 117043109 35,903 604,511 SH   SOLE 283,262 0 321,249
CAESARS ENTMT CORP COM 127686103 37,854 3,364,698 SH   SOLE 1,591,230 0 1,773,468
CELGENE CORP COM 151020104 53,662 601,527 SH   SOLE 279,754 0 321,773
CEMEX SAB DE CV SPON ADR NEW 151290889 69,040 10,428,785 SH   SOLE 4,858,693 0 5,570,092
CERNER CORP COM 156782104 28,013 482,977 SH   SOLE 224,569 0 258,408
COHEN & STEERS INC COM 19247A100 32,177 791,389 SH   SOLE 366,024 0 425,365
COMCAST CORP NEW CL A 20030N101 87,462 2,559,604 SH   SOLE 1,201,867 0 1,357,737
CREDICORP LTD COM G2519Y108 7,216 31,784 SH   SOLE 31,784 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 16,069 351,540 SH   SOLE 164,142 0 187,398
CRITEO S A SPONS ADS 226718104 16,962 656,383 SH   SOLE 309,808 0 346,575
DISNEY WALT CO COM DISNEY 254687106 51,223 509,996 SH   SOLE 241,983 0 268,013
EBAY INC COM 278642103 44,762 1,112,406 SH   SOLE 521,402 0 591,004
EDISON INTL COM 281020107 90,956 1,428,779 SH   SOLE 664,852 0 763,927
EDITAS MEDICINE INC COM 28106W103 15,711 473,949 SH   SOLE 220,400 0 253,549
FORTINET INC COM 34959E109 7,548 140,838 SH   SOLE 65,682 0 75,156
GOLDMAN SACHS GROUP INC COM 38141G104 80,813 320,861 SH   SOLE 141,804 0 179,057
HARLEY DAVIDSON INC COM 412822108 22,537 525,567 SH   SOLE 248,048 0 277,519
ICICI BK LTD ADR 45104G104 115,571 13,058,986 SH   SOLE 6,051,277 0 7,007,709
IQIYI INC SPONSORED ADS 46267X108 1,555 100,000 SH   SOLE 100,000 0 0
JD COM INC SPON ADR CL A 47215P106 6,451 159,328 SH   SOLE 159,328 0 0
JOHNSON CTLS INTL PLC SHS G51502105 57,853 1,641,689 SH   SOLE 761,063 0 880,626
LABORATORY CORP AMER HLDGS COM NEW 50540R409 96,190 594,688 SH   SOLE 270,785 0 323,903
LAUDER ESTEE COS INC CL A 518439104 45,056 300,932 SH   SOLE 139,524 0 161,408
LAZARD LTD SHS A G54050102 28,520 542,621 SH   SOLE 383,340 0 159,281
LIONS GATE ENTMNT CORP CL A VTG 535919401 17,652 683,402 SH   SOLE 320,759 0 362,643
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 12,227 507,796 SH   SOLE 238,115 0 269,681
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 35,579 1,025,286 SH   SOLE 581,423 0 443,863
MARSH & MCLENNAN COS INC COM 571748102 72,586 878,874 SH   SOLE 408,723 0 470,151
MATCH GROUP INC COM 57665R106 18,451 415,172 SH   SOLE 193,622 0 221,550
MEDIDATA SOLUTIONS INC COM 58471A105 86,919 1,383,827 SH   SOLE 638,343 0 745,484
MEDTRONIC PLC SHS G5960L103 52,347 652,541 SH   SOLE 301,735 0 350,806
MICRON TECHNOLOGY INC COM 595112103 23,854 457,480 SH   SOLE 214,342 0 243,138
MOHAWK INDS INC COM 608190104 76,850 330,931 SH   SOLE 155,953 0 174,978
MONSANTO CO NEW COM 61166W101 101,306 868,158 SH   SOLE 405,992 0 462,166
NEWMONT MINING CORP COM 651639106 111,850 2,862,798 SH   SOLE 1,330,048 0 1,532,750
NIKE INC CL B 654106103 129,227 1,945,014 SH   SOLE 916,682 0 1,028,332
ORACLE CORP COM 68389X105 99,436 2,173,466 SH   SOLE 1,016,508 0 1,156,958
RALPH LAUREN CORP CL A 751212101 48,733 435,895 SH   SOLE 205,114 0 230,781
ROPER TECHNOLOGIES INC COM 776696106 56,031 199,620 SH   SOLE 92,670 0 106,950
STANLEY BLACK & DECKER INC COM 854502101 44,949 293,400 SH   SOLE 138,446 0 154,954
STERICYCLE INC COM 858912108 67,666 1,156,099 SH   SOLE 536,114 0 619,985
T MOBILE US INC COM 872590104 74,828 1,225,854 SH   SOLE 569,571 0 656,283
TELADOC INC COM 87918A105 51,465 1,277,014 SH   SOLE 593,334 0 683,680
THERMO FISHER SCIENTIFIC INC COM 883556102 53,122 257,305 SH   SOLE 101,893 0 155,412
TIFFANY & CO NEW COM 886547108 70,563 722,536 SH   SOLE 339,945 0 382,591
TIME WARNER INC COM NEW 887317303 37,335 394,746 SH   SOLE 188,390 0 206,356
TRANSDIGM GROUP INC COM 893641100 45,099 146,936 SH   SOLE 68,607 0 78,329
TRIPADVISOR INC COM 896945201 8,329 203,683 SH   SOLE 94,991 0 108,692
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 59,277 3,566,474 SH   SOLE 1,942,388 0 1,624,086