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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 584 2,582 SH   SOLE   349 0 2,233
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,593 5,288 SH   SOLE   1,078 0 4,210
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,636 39,580 SH   SOLE   22,004 0 17,576
AMAZON COM INC COM 023135106 5,126 1,628 SH   SOLE   338 0 1,290
AON PLC SHS CL A G0403H108 2,047 9,923 SH   SOLE   1,998 0 7,925
APPLE INC COM 037833100 4,128 35,646 SH   SOLE   7,304 0 28,342
ATLASSIAN CORP PLC CL A G06242104 3,529 19,410 SH   SOLE   19,410 0 0
BECTON DICKINSON & CO COM 075887109 2,058 8,846 SH   SOLE   1,800 0 7,046
CANADIAN PAC RY LTD COM 13645T100 939 3,088 SH   SOLE   0 0 3,088
CGI INC CL A SUB VTG 12532H104 843 12,427 SH   SOLE   0 0 12,427
FACEBOOK INC CL A 30303M102 2,719 10,381 SH   SOLE   2,099 0 8,282
FISERV INC COM 337738108 2,878 27,931 SH   SOLE   5,625 0 22,306
GLOBAL PMTS INC COM 37940X102 2,177 12,262 SH   SOLE   2,400 0 9,862
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 351 4,351 SH   SOLE   22 0 4,329
HDFC BANK LTD SPONSORED ADS 40415F101 3,871 77,478 SH   SOLE   44,877 0 32,601
HONEYWELL INTL INC COM 438516106 1,631 9,907 SH   SOLE   2,003 0 7,904
ICICI BANK LIMITED ADR 45104G104 336 34,225 SH   SOLE   68 0 34,157
ICON PLC SHS G4705A100 16,207 84,813 SH   SOLE   13,790 0 71,023
IHS MARKIT LTD SHS G47567105 3,261 41,535 SH   SOLE   8,373 0 33,162
INFOSYS LTD SPONSORED ADR 456788108 2,458 177,968 SH   SOLE   135,808 0 42,160
INTUIT COM 461202103 1,716 5,261 SH   SOLE   1,063 0 4,198
INTUITIVE SURGICAL INC COM NEW 46120E602 2,512 3,541 SH   SOLE   715 0 2,826
JD.COM INC SPON ADR CL A 47215P106 15,746 202,880 SH   SOLE   90,813 0 112,067
MASTERCARD INCORPORATED CL A 57636Q104 4,127 12,203 SH   SOLE   2,454 0 9,749
MICROSOFT CORP COM 594918104 4,177 19,860 SH   SOLE   3,961 0 15,899
MOODYS CORP COM 615369105 2,747 9,476 SH   SOLE   1,903 0 7,573
MSCI INC COM 55354G100 3,287 9,214 SH   SOLE   1,847 0 7,367
NASDAQ INC COM 631103108 1,449 11,811 SH   SOLE   2,360 0 9,451
NETEASE INC SPONSORED ADS 64110W102 6,214 13,668 SH   SOLE   7,600 0 6,068
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 5,189 34,711 SH   SOLE   27,203 0 7,508
PAYPAL HLDGS INC COM 70450Y103 2,553 12,959 SH   SOLE   2,642 0 10,317
RESMED INC COM 761152107 3,312 19,317 SH   SOLE   3,881 0 15,436
S&P GLOBAL INC COM 78409V104 3,504 9,718 SH   SOLE   1,946 0 7,772
SHOPIFY INC CL A 82509L107 13,937 13,630 SH   SOLE   969 0 12,661
STRYKER CORPORATION COM 863667101 2,707 12,991 SH   SOLE   2,517 0 10,474
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14,112 174,071 SH   SOLE   81,066 0 93,005
THERMO FISHER SCIENTIFIC INC COM 883556102 4,321 9,787 SH   SOLE   1,971 0 7,816
TRANE TECHNOLOGIES PLC SHS G8994E103 2,585 21,320 SH   SOLE   4,271 0 17,049
VERISK ANALYTICS INC COM 92345Y106 3,260 17,591 SH   SOLE   3,528 0 14,063
VISA INC COM CL A 92826C839 2,749 13,749 SH   SOLE   2,778 0 10,971
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4,742 10,087 SH   SOLE   2,011 0 8,076
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 2,832 94,650 SH   SOLE   94,650 0 0