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
ABIOMED INC COM 003654100 4,299 16,502 SH   SOLE   0 0 16,502
ADOBE INC COM 00724F101 21,264 72,169 SH   SOLE   26,826 0 45,343
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 70,705 417,258 SH   SOLE   156,833 0 260,425
APPLIED MATLS INC COM 038222105 61,724 1,374,392 SH   SOLE   515,600 0 858,792
ARAMARK COM 03852U106 81,913 2,271,542 SH   SOLE   852,292 0 1,419,250
AUTODESK INC COM 052769106 39,199 240,627 SH   SOLE   90,443 0 150,184
BOOKING HLDGS INC COM 09857L108 29,168 15,559 SH   SOLE   5,846 0 9,713
BRUNSWICK CORP COM 117043109 15,265 332,657 SH   SOLE   124,428 0 208,229
CATALENT INC COM 148806102 5,539 102,173 SH   SOLE   0 0 102,173
CELGENE CORP COM 151020104 16,943 183,288 SH   SOLE   51,950 0 131,338
CEMEX SAB DE CV SPON ADR NEW 151290889 68,528 16,162,155 SH   SOLE   6,056,825 0 10,105,330
CERNER CORP COM 156782104 30,005 409,344 SH   SOLE   105,817 0 303,527
COHEN & STEERS INC COM 19247A100 6,447 125,319 SH   SOLE   47,265 0 78,054
COMCAST CORP NEW CL A 20030N101 37,441 885,564 SH   SOLE   327,691 0 557,873
CREDICORP LTD COM G2519Y108 17,647 77,093 SH   SOLE   65,230 0 11,863
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 19,807 420,505 SH   SOLE   112,472 0 308,033
D R HORTON INC COM 23331A109 24,111 559,081 SH   SOLE   209,050 0 350,031
DESPEGAR COM CORP ORD SHS G27358103 22,593 1,626,450 SH   SOLE   874,945 0 751,505
DISNEY WALT CO COM DISNEY 254687106 57,848 414,270 SH   SOLE   154,587 0 259,683
EBAY INC COM 278642103 47,672 1,206,898 SH   SOLE   450,213 0 756,685
EDITAS MEDICINE INC COM 28106W103 10,024 405,239 SH   SOLE   95,999 0 309,240
FARFETCH LTD ORD SH CL A 30744W107 35,475 1,705,546 SH   SOLE   638,081 0 1,067,465
GOLDMAN SACHS GROUP INC COM 38141G104 88,480 432,453 SH   SOLE   152,743 0 279,710
HARLEY DAVIDSON INC COM 412822108 4,928 137,571 SH   SOLE   50,153 0 87,418
HOMOLOGY MEDICINES INC COM 438083107 4,276 218,491 SH   SOLE   0 0 218,491
ICICI BK LTD ADR 45104G104 33,914 2,693,736 SH   SOLE   990,157 0 1,703,579
ILLUMINA INC COM 452327109 51,935 141,072 SH   SOLE   39,736 0 101,336
IQIYI INC SPONSORED ADS 46267X108 6,645 321,805 SH   SOLE   272,058 0 49,747
JD COM INC SPON ADR CL A 47215P106 10,728 354,190 SH   SOLE   298,650 0 55,540
KONTOOR BRANDS INC COM 50050N103 1,287 45,924 SH   SOLE   17,225 0 28,699
LABORATORY CORP AMER HLDGS COM NEW 50540R409 63,646 368,113 SH   SOLE   111,371 0 256,742
LAUDER ESTEE COS INC CL A 518439104 38,282 209,070 SH   SOLE   77,567 0 131,503
LAZARD LTD SHS A G54050102 11,301 328,582 SH   SOLE   258,077 0 70,505
LIONS GATE ENTMNT CORP CL A VTG 535919401 4,598 375,371 SH   SOLE   140,751 0 234,620
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 3,243 279,323 SH   SOLE   104,565 0 174,758
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 31,337 1,263,615 SH   SOLE   667,589 0 596,026
MARSH & MCLENNAN COS INC COM 571748102 33,444 335,276 SH   SOLE   123,641 0 211,635
MEDIDATA SOLUTIONS INC COM 58471A105 38,631 426,815 SH   SOLE   120,725 0 306,090
MEDTRONIC PLC SHS G5960L103 39,974 410,459 SH   SOLE   109,958 0 300,501
MICRON TECHNOLOGY INC COM 595112103 49,623 1,285,907 SH   SOLE   478,028 0 807,879
MOHAWK INDS INC COM 608190104 20,752 140,716 SH   SOLE   51,673 0 89,043
NEWMONT GOLDCORP CORPORATION COM 651639106 65,459 1,701,567 SH   SOLE   636,045 0 1,065,522
NIKE INC CL B 654106103 30,182 359,526 SH   SOLE   133,865 0 225,661
NUVASIVE INC COM 670704105 3,829 65,415 SH   SOLE   0 0 65,415
ORACLE CORP COM 68389X105 20,786 364,883 SH   SOLE   130,064 0 234,819
PLANET FITNESS INC CL A 72703H101 4,642 64,087 SH   SOLE   0 0 64,087
ROPER TECHNOLOGIES INC COM 776696106 13,195 36,024 SH   SOLE   12,984 0 23,040
SPOTIFY TECHNOLOGY S A SHS L8681T102 29,629 202,645 SH   SOLE   76,194 0 126,451
STANLEY BLACK & DECKER INC COM 854502101 38,905 269,031 SH   SOLE   100,486 0 168,545
STERICYCLE INC COM 858912108 27,935 585,034 SH   SOLE   216,334 0 368,700
T MOBILE US INC COM 872590104 8,244 111,205 SH   SOLE   39,860 0 71,345
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 319 8,134 SH   SOLE   1,908 0 6,226
TAPESTRY INC COM 876030107 51,615 1,626,667 SH   SOLE   609,529 0 1,017,138
TELADOC HEALTH INC COM 87918A105 32,864 494,864 SH   SOLE   117,757 0 377,107
THERMO FISHER SCIENTIFIC INC COM 883556102 49,322 167,947 SH   SOLE   44,925 0 123,022
TIFFANY & CO NEW COM 886547108 15,388 164,322 SH   SOLE   60,934 0 103,388
TRANSDIGM GROUP INC COM 893641100 18,847 38,955 SH   SOLE   14,502 0 24,453
TRIMBLE INC COM 896239100 32,446 719,269 SH   SOLE   269,395 0 449,874
TRIPADVISOR INC COM 896945201 2,782 60,083 SH   SOLE   22,492 0 37,591
V F CORP COM 918204108 28,080 321,478 SH   SOLE   120,582 0 200,896
VEEVA SYS INC CL A COM 922475108 3,740 23,072 SH   SOLE   0 0 23,072
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 34,760 4,027,737 SH   SOLE   2,076,648 0 1,951,089
ZILLOW GROUP INC CL C CAP STK 98954M200 91,616 1,974,924 SH   SOLE   740,838 0 1,234,086