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
DISNEY WALT CO COM DISNEY 254687106 302 2,715 SH   SOLE   49 0 2,666
NIKE INC CL B 654106103 340 3,471 SH   SOLE   63 0 3,408
YUM CHINA HLDGS INC COM 98850P109 15,551 323,507 SH   SOLE   233,623 0 89,884
IQIYI INC SPONSORED ADS 46267X108 13,534 583,639 SH   SOLE   431,327 0 152,312
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 8,309 542,304 SH   SOLE   384,437 0 157,867
MERCADOLIBRE INC COM 58733R102 23,417 23,755 SH   SOLE   17,169 0 6,586
ICICI BANK LIMITED ADR 45104G104 3,560 383,160 SH   SOLE   277,127 0 106,033
DESPEGAR COM CORP ORD SHS G27358103 7,211 1,004,216 SH   SOLE   714,849 0 289,367
58 COM INC SPON ADR REP A 31680Q104 5,871 108,847 SH   SOLE   82,430 0 26,417
CREDICORP LTD COM G2519Y108 10,762 80,511 SH   SOLE   57,462 0 23,049
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 11,513 578,241 SH   SOLE   383,623 0 194,618
NEWMONT CORP COM 651639106 502 8,129 SH   SOLE   149 0 7,980
LAUDER ESTEE COS INC CL A 518439104 205 1,084 SH   SOLE   20 0 1,064
JD.COM INC SPON ADR CL A 47215P106 15,181 252,275 SH   SOLE   176,295 0 75,980
JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105 4,069 741,117 SH   SOLE   528,936 0 212,181