0000950123-20-001573.txt : 20200212
0000950123-20-001573.hdr.sgml : 20200212
20200212080919
ACCESSION NUMBER: 0000950123-20-001573
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200212
DATE AS OF CHANGE: 20200212
EFFECTIVENESS DATE: 20200212
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Artisan Partners Limited Partnership
CENTRAL INDEX KEY: 0001466153
IRS NUMBER: 300551775
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13578
FILM NUMBER: 20600190
BUSINESS ADDRESS:
STREET 1: 875 E WISCONSIN AVE
STREET 2: STE 800
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
BUSINESS PHONE: (414) 390-6100
MAIL ADDRESS:
STREET 1: 875 E WISCONSIN AVE
STREET 2: STE 800
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
13F-HR
1
primary_doc.xml
13F-HR
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false
true
false
0001466153
XXXXXXXX
12-31-2019
12-31-2019
Artisan Partners Limited Partnership
875 E Wisconsin Ave
Ste 800
Milwaukee
WI
53202
13F HOLDINGS REPORT
028-13578
N
Gregory K. Ramirez
Vice President
414-390-6100
/s/ Gregory K. Ramirez
Milwaukee
WI
02-12-2020
0
294
57130437
false
INFORMATION TABLE
2
form13fInfoTable.xml
INFORMATION TABLE FOR FORM 13F
ACADIA PHARMACEUTICALS INC
COM
004225108
55765
1303540
SH
SOLE
1087721
0
215819
ACCELERON PHARMA INC
COM
00434H108
41978
791739
SH
SOLE
648090
0
143649
ACI WORLDWIDE INC
COM
004498101
92347
2437560
SH
SOLE
1992939
0
444621
ACTIVISION BLIZZARD INC
COM
00507V109
412419
6940749
SH
SOLE
6292898
0
647851
ADVANCE AUTO PARTS INC
COM
00751Y106
268619
1677192
SH
SOLE
1524157
0
153035
ADVANCED MICRO DEVICES INC
COM
007903107
903518
19701651
SH
SOLE
17896234
0
1805417
AGILENT TECHNOLOGIES INC
COM
00846U101
487640
5716098
SH
SOLE
5252626
0
463472
AIR LEASE CORP
CL A
00912X302
275438
5796247
SH
SOLE
5384477
0
411770
ALEXION PHARMACEUTICALS INC
COM
015351109
357079
3301699
SH
SOLE
2975581
0
326118
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
513467
2420874
SH
SOLE
2211702
0
209172
ALIBABA GROUP HLDG LTD
OPTIONS
01609W102
37733
177900
SH
Call
SOLE
0
0
0
ALLERGAN PLC
SHS
G0177J108
81055
423992
SH
SOLE
423992
0
0
ALPHABET INC
CAP STK CL A
02079K305
1187085
886288
SH
SOLE
792258
0
94030
ALPHABET INC
CAP STK CL C
02079K107
702850
525684
SH
SOLE
471981
0
53703
ALTAIR ENGR INC
COM CL A
021369103
22247
619518
SH
SOLE
507137
0
112381
ALTERYX INC
COM CL A
02156B103
26292
262734
SH
SOLE
215444
0
47290
ALTRIA GROUP INC
COM
02209S103
80925
1621422
SH
SOLE
1621422
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0
AMARIN CORP PLC
SPONS ADR NEW
023111206
344228
16055421
SH
SOLE
13346587
0
2708834
AMAZON COM INC
COM
023135106
676775
366252
SH
SOLE
315783
0
50469
AMBARELLA INC
SHS
G037AX101
30443
502698
SH
SOLE
411026
0
91672
AMERCO
COM
023586100
115509
307352
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SOLE
269552
0
37800
AMERICAN EXPRESS CO
COM
025816109
545820
4384447
SH
SOLE
3995495
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388952
AMERICAN EXPRESS CO
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41231
331200
SH
Call
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0
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
18835
81954
SH
SOLE
81954
0
0
AMERISOURCEBERGEN CORP
COM
03073E105
80823
950637
SH
SOLE
833207
0
117430
AMPHENOL CORP NEW
CL A
032095101
54628
504738
SH
SOLE
504738
0
0
ANALOG DEVICES INC
COM
032654105
197335
1660511
SH
SOLE
1513274
0
147237
ANALOG DEVICES INC
OPTIONS
032654105
82320
692700
SH
Call
SOLE
0
0
0
ANTHEM INC
COM
036752103
675687
2237153
SH
SOLE
2035582
0
201571
AON PLC
SHS CL A
G0408V102
858839
4123285
SH
SOLE
3527901
0
595384
APPLE INC
COM
037833100
113564
386732
SH
SOLE
386732
0
0
APPLIED THERAPEUTICS INC
COM
03828A101
5029
184333
SH
SOLE
184333
0
0
APREA THERAPEUTICS INC
COM
03836J102
8312
181130
SH
SOLE
181130
0
0
APTIV PLC
SHS
G6095L109
684673
7209365
SH
SOLE
6594489
0
614876
ARAMARK
COM
03852U106
25741
593103
SH
SOLE
435195
0
157908
ARCH CAP GROUP LTD
ORD
G0450A105
1713557
39952377
SH
SOLE
37813746
0
2138631
ARCO PLATFORM LTD
COM CL A
G04553106
31555
713912
SH
SOLE
713912
0
0
ARGENX SE
SPONSORED ADR
04016X101
211622
1318353
SH
SOLE
1184471
0
133882
ARISTA NETWORKS INC
COM
040413106
467618
2299008
SH
SOLE
2082035
0
216973
ARROW ELECTRS INC
COM
042735100
91266
1077010
SH
SOLE
944076
0
132934
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
299998
2156396
SH
SOLE
1907497
0
248899
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
38046
128559
SH
SOLE
128559
0
0
ATLASSIAN CORP PLC
CL A
G06242104
556185
4621782
SH
SOLE
4226823
0
394959
AUTONATION INC
COM
05329W102
226763
4663020
SH
SOLE
4301460
0
361560
AVALARA INC
COM
05338G106
45155
616451
SH
SOLE
504659
0
111792
AXALTA COATING SYS LTD
COM
G0750C108
98151
3228659
SH
SOLE
2831350
0
397309
BAIDU INC
SPON ADR REP A
056752108
891758
7055046
SH
SOLE
6676123
0
378923
BANDWIDTH INC
COM CL A
05988J103
25940
404991
SH
SOLE
297670
0
107321
BANK AMER CORP
COM
060505104
715904
20326619
SH
SOLE
18427783
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1898836
BANK NEW YORK MELLON CORP
COM
064058100
724270
14390420
SH
SOLE
13074912
0
1315508
BAOZUN INC
SPONSORED ADR
06684L103
1121
33842
SH
SOLE
33842
0
0
BECTON DICKINSON & CO
COM
075887109
56741
208631
SH
SOLE
208631
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
136915
604481
SH
SOLE
604481
0
0
BEYOND MEAT INC
COM
08862E109
22338
295482
SH
SOLE
277371
0
18111
BIO RAD LABS INC
CL A
090572207
29046
78495
SH
SOLE
57561
0
20934
BLACKBERRY LTD
COM
09228F103
12494
1943000
SH
SOLE
1943000
0
0
BLACKLINE INC
COM
09239B109
99333
1926551
SH
SOLE
1546176
0
380375
BLACKROCK INC
COM
09247X101
54046
107512
SH
SOLE
107512
0
0
BLOCK H & R INC
COM
093671105
86233
3672623
SH
SOLE
3218832
0
453791
BOK FINL CORP
COM NEW
05561Q201
82665
945821
SH
SOLE
845092
0
100729
BOOKING HLDGS INC
COM
09857L108
550589
268092
SH
SOLE
248224
0
19868
BOSTON SCIENTIFIC CORP
COM
101137107
876008
19372146
SH
SOLE
17505797
0
1866349
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
63890
425114
SH
SOLE
348258
0
76856
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
121491
983414
SH
SOLE
919040
0
64374
BURLINGTON STORES INC
COM
122017106
175066
767734
SH
SOLE
696570
0
71164
BWX TECHNOLOGIES INC
COM
05605H100
69284
1116047
SH
SOLE
912846
0
203201
CAE INC
COM
124765108
33525
1266238
SH
SOLE
1113542
0
152696
CANADA GOOSE HOLDINGS INC
SHS SUB VTG
135086106
123789
3415802
SH
SOLE
3007040
0
408762
CARNIVAL CORP
UNIT 99/99/9999
143658300
323194
6358328
SH
SOLE
5779538
0
578790
CATALENT INC
COM
148806102
133667
2374186
SH
SOLE
2153515
0
220671
CELANESE CORP DEL
COM
150870103
250178
2031985
SH
SOLE
1858344
0
173641
CENTENE CORP DEL
COM
15135B101
110469
1757101
SH
SOLE
1642929
0
114172
CERIDIAN HCM HLDG INC
COM
15677J108
512701
7553052
SH
SOLE
6836432
0
716620
CHARTER COMMUNICATIONS INC N
CL A
16119P108
35743
73685
SH
SOLE
73685
0
0
CHEGG INC
COM
163092109
114865
3029949
SH
SOLE
2480614
0
549335
CHIPOTLE MEXICAN GRILL INC
COM
169656105
94200
112530
SH
SOLE
105572
0
6958
CHUBB LIMITED
COM
H1467J104
71571
459788
SH
SOLE
459788
0
0
CIGNA CORP NEW
COM
125523100
20598
100728
SH
SOLE
74040
0
26688
CINTAS CORP
COM
172908105
118268
439527
SH
SOLE
397406
0
42121
CISCO SYS INC
COM
17275R102
80953
1687933
SH
SOLE
1687933
0
0
CITIGROUP INC
COM NEW
172967424
849554
10634050
SH
SOLE
9804749
0
829301
CLARIVATE ANALYTICS PLC
COM
G21810109
81308
4839747
SH
SOLE
3577617
0
1262130
CMS ENERGY CORP
COM
125896100
54522
867628
SH
SOLE
813964
0
53664
COGNEX CORP
COM
192422103
198854
3548429
SH
SOLE
3188118
0
360311
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
609240
9823283
SH
SOLE
8925395
0
897888
COHERENT INC
COM
192479103
21558
129596
SH
SOLE
105789
0
23807
COMCAST CORP NEW
CL A
20030N101
102455
2278302
SH
SOLE
2278302
0
0
COPA HOLDINGS SA
CL A
P31076105
2808
25978
SH
SOLE
25978
0
0
COUPA SOFTWARE INC
COM
22266L106
81039
554115
SH
SOLE
454323
0
99792
CREDICORP LTD
COM
G2519Y108
2953
13854
SH
SOLE
13854
0
0
CREE INC
COM
225447101
206190
4467830
SH
SOLE
3980068
0
487762
CUBIC CORP
COM
229669106
49315
775760
SH
SOLE
635025
0
140735
DANAHER CORPORATION
COM
235851102
27369
178321
SH
SOLE
131059
0
47262
DBV TECHNOLOGIES S A
SPONSORED ADR
23306J101
3982
372107
SH
SOLE
372107
0
0
DELPHI TECHNOLOGIES PLC
SHS
G2709G107
50430
3930629
SH
SOLE
3438078
0
492551
DENTSPLY SIRONA INC
COM
24906P109
634584
11213708
SH
SOLE
10134028
0
1079680
DESCARTES SYS GROUP INC
COM
249906108
13215
309200
SH
SOLE
309200
0
0
DESPEGAR COM CORP
ORD SHS
G27358103
1292
95860
SH
SOLE
95860
0
0
DEVON ENERGY CORP NEW
COM
25179M103
73243
2820278
SH
SOLE
2632489
0
187789
DEXCOM INC
COM
252131107
412503
1885816
SH
SOLE
1673359
0
212457
DOLLAR TREE INC
COM
256746108
29987
318837
SH
SOLE
234266
0
84571
DONALDSON INC
COM
257651109
53280
924673
SH
SOLE
758237
0
166436
DOW INC
COM
260557103
32863
600462
SH
SOLE
600462
0
0
DUPONT DE NEMOURS INC
COM
26614N102
41091
640049
SH
SOLE
640049
0
0
E TRADE FINANCIAL CORP
COM NEW
269246401
153406
3381216
SH
SOLE
3176166
0
205050
EDWARDS LIFESCIENCES CORP
COM
28176E108
116223
498193
SH
SOLE
466988
0
31205
EIDOS THERAPEUTICS INC
COM
28249H104
19432
338598
SH
SOLE
248869
0
89729
EOG RES INC
COM
26875P101
49734
593771
SH
SOLE
593771
0
0
EQUINIX INC
COM
29444U700
18830
32259
SH
SOLE
32259
0
0
EQUITY COMWLTH
COM SH BEN INT
294628102
88306
2689794
SH
SOLE
2358988
0
330806
EXACT SCIENCES CORP
COM
30063P105
202690
2191714
SH
SOLE
2053873
0
137841
EXPEDIA GROUP INC
COM NEW
30212P303
715170
6613373
SH
SOLE
5979553
0
633820
EZCORP INC
NOTE 2.375% 5/0
302301AE6
810
1000000
SH
SOLE
0
0
1000000
FACEBOOK INC
CL A
30303M102
857200
4176368
SH
SOLE
3853525
0
322843
FEDEX CORP
COM
31428X106
761602
5036716
SH
SOLE
4614562
0
422154
FIDELITY NATL INFORMATION SV
COM
31620M106
1237280
8895538
SH
SOLE
8137639
0
757899
FIDELITY NATL INFORMATION SV
OPTIONS
31620M106
36344
261300
SH
Call
SOLE
0
0
0
FIFTH THIRD BANCORP
COM
316773100
97241
3163324
SH
SOLE
2826460
0
336864
FIRST REP BK SAN FRANCISCO C
COM
33616C100
117124
997221
SH
SOLE
885365
0
111856
FIRST SOLAR INC
COM
336433107
178469
3189232
SH
SOLE
2799367
0
389865
FLEXION THERAPEUTICS INC
COM
33938J106
17326
837004
SH
SOLE
837004
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
43247
851151
SH
SOLE
695955
0
155196
FORTIVE CORP
COM
34959J108
590735
7733142
SH
SOLE
6986131
0
747011
GARDNER DENVER HLDGS INC
COM
36555P107
273614
7459498
SH
SOLE
6488195
0
971303
GCI LIBERTY INC
COM CLASS A
36164V305
150952
2130583
SH
SOLE
1904755
0
225828
GENMAB A/S
SPONSORED ADS
372303206
83383
3734123
SH
SOLE
3113254
0
620869
GENTEX CORP
COM
371901109
127642
4404481
SH
SOLE
3862792
0
541689
GLAUKOS CORP
COM
377322102
65664
1205509
SH
SOLE
986883
0
218626
GLOBAL PMTS INC
COM
37940X102
764882
4189759
SH
SOLE
3793090
0
396669
GLOBE LIFE INC
COM
37959E102
143449
1362934
SH
SOLE
1213256
0
149678
GLU MOBILE INC
COM
379890106
20115
3324773
SH
SOLE
2722191
0
602582
GOLDMAN SACHS GROUP INC
COM
38141G104
74303
323156
SH
SOLE
323156
0
0
GUIDEWIRE SOFTWARE INC
COM
40171V100
471927
4299239
SH
SOLE
3773035
0
526204
HALOZYME THERAPEUTICS INC
COM
40637H109
93269
5260496
SH
SOLE
4176223
0
1084273
HASBRO INC
COM
418056107
137869
1305452
SH
SOLE
1224932
0
80520
HDFC BANK LTD
SPONSORED ADS
40415F101
351756
5550836
SH
SOLE
5298039
0
252797
HEALTHEQUITY INC
COM
42226A107
49065
662416
SH
SOLE
542252
0
120164
HERON THERAPEUTICS INC
COM
427746102
24910
1060005
SH
SOLE
1060005
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
38035
342933
SH
SOLE
342933
0
0
HONEYWELL INTL INC
COM
438516106
67252
379956
SH
SOLE
379956
0
0
HONEYWELL INTL INC
OPTIONS
438516106
19151
108200
SH
Call
SOLE
0
0
0
HOOKIPA PHARMA INC
COM
43906K100
1768
144568
SH
SOLE
144568
0
0
HUAZHU GROUP LTD
SPONSORED ADS
44332N106
67819
1692506
SH
SOLE
1692506
0
0
HUBSPOT INC
COM
443573100
294930
1860758
SH
SOLE
1645631
0
215127
IAC INTERACTIVECORP
COM
44919P508
97178
390101
SH
SOLE
341868
0
48233
ICICI BK LTD
ADR
45104G104
3944
261379
SH
SOLE
261379
0
0
IHS MARKIT LTD
SHS
G47567105
1572729
20872310
SH
SOLE
18886360
0
1985950
ILLUMINA INC
COM
452327109
330502
996268
SH
SOLE
903196
0
93072
IMPERIAL OIL LTD
COM NEW
453038408
714439
27008282
SH
SOLE
25742623
0
1265659
INGERSOLL-RAND PLC
SHS
G47791101
28378
213500
SH
SOLE
156936
0
56564
INGEVITY CORP
COM
45688C107
52107
596332
SH
SOLE
488163
0
108169
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
362218
3913755
SH
SOLE
3330358
0
583397
INTERSECT ENT INC
COM
46071F103
20237
812720
SH
SOLE
812720
0
0
IOVANCE BIOTHERAPEUTICS INC
COM
462260100
45537
1645117
SH
SOLE
1347096
0
298021
IPG PHOTONICS CORP
COM
44980X109
4719
32563
SH
SOLE
32563
0
0
IQIYI INC
SPONSORED ADS
46267X108
1686
79861
SH
SOLE
79861
0
0
ISHARES TR
INDIA 50 ETF
464289529
7887
204232
SH
SOLE
204232
0
0
JACOBS ENGR GROUP INC
COM
469814107
75987
845896
SH
SOLE
779837
0
66059
JOHN BEAN TECHNOLOGIES CORP
COM
477839104
99233
880815
SH
SOLE
721086
0
159729
KIRBY CORP
COM
497266106
118580
1324471
SH
SOLE
1161397
0
163074
KORNIT DIGITAL LTD
SHS
M6372Q113
17415
508770
SH
SOLE
508770
0
0
KROGER CO
COM
501044101
133671
4610934
SH
SOLE
4043854
0
567080
L3HARRIS TECHNOLOGIES INC
COM
502431109
950806
4805206
SH
SOLE
4576903
0
228303
LAMAR ADVERTISING CO NEW
CL A
512816109
53749
602157
SH
SOLE
527129
0
75028
LAMB WESTON HLDGS INC
COM
513272104
20818
241985
SH
SOLE
177843
0
64142
LAUDER ESTEE COS INC
CL A
518439104
61297
296782
SH
SOLE
296782
0
0
LINDE PLC
SHS
G5494J103
49132
230773
SH
SOLE
230773
0
0
LIONS GATE ENTMNT CORP
CL A VTG
535919401
28552
2678420
SH
SOLE
2342935
0
335485
LIONS GATE ENTMNT CORP
CL B NON VTG
535919500
28546
2874742
SH
SOLE
2519700
0
355042
LIVANOVA PLC
SHS
G5509L101
11509
152584
SH
SOLE
152584
0
0
LIVEPERSON INC
COM
538146101
102717
2776141
SH
SOLE
2272640
0
503501
LIVERAMP HLDGS INC
COM
53815P108
26866
558886
SH
SOLE
457498
0
101388
LOEWS CORP
COM
540424108
65793
1253431
SH
SOLE
1151034
0
102397
LOWES COS INC
COM
548661107
562442
4696406
SH
SOLE
4257177
0
439229
LULULEMON ATHLETICA INC
COM
550021109
114230
493074
SH
SOLE
460851
0
32223
M & T BK CORP
COM
55261F104
121202
714001
SH
SOLE
638182
0
75819
MARATHON PETE CORP
COM
56585A102
36011
597700
SH
SOLE
523725
0
73975
MARRIOTT INTL INC NEW
CL A
571903202
40222
265613
SH
SOLE
265613
0
0
MARSH & MCLENNAN COS INC
COM
571748102
624722
5607418
SH
SOLE
5094810
0
512608
MARVELL TECHNOLOGY GROUP LTD
ORD
G5876H105
17226
648581
SH
SOLE
648581
0
0
MASCO CORP
COM
574599106
115246
2401450
SH
SOLE
2253297
0
148153
MASTERCARD INC
CL A
57636Q104
45075
150959
SH
SOLE
111100
0
39859
MEDTRONIC PLC
SHS
G5960L103
671199
5916250
SH
SOLE
5201255
0
714995
MERCADOLIBRE INC
COM
58733R102
171540
299927
SH
SOLE
299927
0
0
MESA LABS INC
COM
59064R109
22350
89617
SH
SOLE
73361
0
16256
MICROSOFT CORP
COM
594918104
872965
5535603
SH
SOLE
5029594
0
506009
MODEL N INC
COM
607525102
18872
538121
SH
SOLE
538121
0
0
MONDELEZ INTL INC
CL A
609207105
23538
427346
SH
SOLE
314077
0
113269
MONOLITHIC PWR SYS INC
COM
609839105
74436
418132
SH
SOLE
342570
0
75562
MOODYS CORP
COM
615369105
19043
80210
SH
SOLE
80210
0
0
MORNINGSTAR INC
COM
617700109
41349
273273
SH
SOLE
217668
0
55605
MOTOROLA SOLUTIONS INC
COM NEW
620076307
251399
1560126
SH
SOLE
1464140
0
95986
MSCI INC
COM
55354G100
86533
335166
SH
SOLE
314436
0
20730
NANOSTRING TECHNOLOGIES INC
COM
63009R109
9588
344660
SH
SOLE
344660
0
0
NEOGENOMICS INC
COM NEW
64049M209
85764
2932090
SH
SOLE
2400535
0
531555
NETAPP INC
COM
64110D104
77231
1240656
SH
SOLE
1087576
0
153080
NETFLIX INC
COM
64110L106
65968
203877
SH
SOLE
203877
0
0
NEW YORK TIMES CO
CL A
650111107
225835
7020056
SH
SOLE
6207884
0
812172
NEWS CORP NEW
CL A
65249B109
80226
5673673
SH
SOLE
4975890
0
697783
NEXTERA ENERGY INC
COM
65339F101
240410
992773
SH
SOLE
899873
0
92900
NICE LTD
SPONSORED ADR
653656108
256631
1654084
SH
SOLE
1454365
0
199719
NOAH HLDGS LTD
SPON ADS CL A
65487X102
3065
86666
SH
SOLE
86666
0
0
NORFOLK SOUTHERN CORP
COM
655844108
34968
180127
SH
SOLE
180127
0
0
NOVANTA INC
COM
67000B104
87731
991980
SH
SOLE
767338
0
224642
NUTRIEN LTD
COM
67077M108
133950
2795861
SH
SOLE
2608447
0
187414
NVIDIA CORP
COM
67066G104
203502
864862
SH
SOLE
864862
0
0
NVIDIA CORP
OPTIONS
67066G104
54637
232200
SH
Call
SOLE
0
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
1333670
10479880
SH
SOLE
9857169
0
622711
NXP SEMICONDUCTORS N V
OPTIONS
N6596X109
47290
371600
SH
Call
SOLE
0
0
0
ODONATE THERAPEUTICS INC
COM
676079106
2625
80889
SH
SOLE
80889
0
0
OLLIES BARGAIN OUTLT HLDGS I
COM
681116109
176341
2700062
SH
SOLE
2352103
0
347959
OMNICOM GROUP INC
COM
681919106
106147
1310127
SH
SOLE
1149000
0
161127
ORACLE CORP
COM
68389X105
591841
11171024
SH
SOLE
10221572
0
949452
ORCHARD THERAPEUTICS PLC
ADS
68570P101
36992
2690327
SH
SOLE
2235393
0
454934
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
388604
11375993
SH
SOLE
10336719
0
1039274
PERKINELMER INC
COM
714046109
28900
297630
SH
SOLE
218260
0
79370
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
71654V101
2295
153819
SH
SOLE
153819
0
0
PETROLEO BRASILEIRO SA PETRO
SPONSORED ADR
71654V408
456637
28647254
SH
SOLE
24232447
0
4414807
PHILIP MORRIS INTL INC
COM
718172109
58930
692566
SH
SOLE
692566
0
0
PINNACLE FINL PARTNERS INC
COM
72346Q104
74539
1164673
SH
SOLE
1037131
0
127542
PROGRESSIVE CORP OHIO
COM
743315103
528251
7297293
SH
SOLE
6590398
0
706895
PROS HOLDINGS INC
COM
74346Y103
28527
476091
SH
SOLE
389748
0
86343
Q2 HLDGS INC
COM
74736L109
151439
1867775
SH
SOLE
1527501
0
340274
QUANTA SVCS INC
COM
74762E102
17768
436454
SH
SOLE
320752
0
115702
QUOTIENT LTD
SHS
G73268107
12026
1264606
SH
SOLE
1264606
0
0
RADIUS HEALTH INC
COM NEW
750469207
24087
1194776
SH
SOLE
978106
0
216670
RADWARE LTD
ORD
M81873107
26175
1015340
SH
SOLE
1015340
0
0
RAYTHEON CO
COM NEW
755111507
103786
472311
SH
SOLE
462194
0
10117
REALPAGE INC
COM
75606N109
43416
807740
SH
SOLE
609152
0
198588
ROPER TECHNOLOGIES INC
COM
776696106
241620
682098
SH
SOLE
639871
0
42227
RYDER SYS INC
COM
783549108
93762
1726423
SH
SOLE
1512809
0
213614
S&P GLOBAL INC
COM
78409V104
20722
75892
SH
SOLE
75892
0
0
SAGE THERAPEUTICS INC
COM
78667J108
42263
585439
SH
SOLE
534053
0
51386
SANOFI
SPONSORED ADR
80105N105
77048
1534819
SH
SOLE
1534819
0
0
SAREPTA THERAPEUTICS INC
COM
803607100
67087
519895
SH
SOLE
487665
0
32230
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
18792
77977
SH
SOLE
77977
0
0
SEA LTD
SPONSORED ADS
81141R100
176424
4386483
SH
SOLE
4386483
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
156283
1292879
SH
SOLE
1160200
0
132679
SOLAREDGE TECHNOLOGIES INC
COM
83417M104
26238
275933
SH
SOLE
275933
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
199424
1333495
SH
SOLE
1226517
0
106978
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
18706
304655
SH
SOLE
304655
0
0
STONECO LTD
COM CL A
G85158106
39039
978663
SH
SOLE
978663
0
0
STORE CAP CORP
COM
862121100
47093
1264576
SH
SOLE
1109000
0
155576
SYNCHRONY FINL
COM
87165B103
202002
5609620
SH
SOLE
5285570
0
324050
SYNOPSYS INC
COM
871607107
16944
121721
SH
SOLE
89483
0
32238
T MOBILE US INC
COM
872590104
11718
149426
SH
SOLE
149426
0
0
T MOBILE US INC
OPTIONS
872590104
17412
223000
SH
Call
SOLE
0
0
0
TABULA RASA HEALTHCARE INC
COM
873379101
50513
1037660
SH
SOLE
849396
0
188264
TACTILE SYS TECHNOLOGY INC
COM
87357P100
30341
449433
SH
SOLE
368492
0
80941
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
120649
985456
SH
SOLE
882105
0
103351
TAL EDUCATION GROUP
SPONSORED ADS
874080104
157911
3276152
SH
SOLE
3276152
0
0
TE CONNECTIVITY LTD
REG SHS
H84989104
305115
3183585
SH
SOLE
3084554
0
99031
TELADOC HEALTH INC
COM
87918A105
28727
343136
SH
SOLE
280953
0
62183
TELEDYNE TECHNOLOGIES INC
COM
879360105
195924
565371
SH
SOLE
426692
0
138679
TELEFONICA BRASIL SA
SPONSORED ADR
87936R106
1177455
82224479
SH
SOLE
77295497
0
4928982
TENCENT MUSIC ENTMT GROUP
SPON ADS
88034P109
4470
380727
SH
SOLE
207219
0
173508
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
11683
1192105
SH
SOLE
1192105
0
0
THE TRADE DESK INC
COM CL A
88339J105
71333
274591
SH
SOLE
257580
0
17011
THERMO FISHER SCIENTIFIC INC
COM
883556102
56561
174104
SH
SOLE
174104
0
0
THOR INDS INC
COM
885160101
158336
2131322
SH
SOLE
1867648
0
263674
TJX COS INC NEW
COM
872540109
22656
371040
SH
SOLE
272538
0
98502
TRADEWEB MKTS INC
CL A
892672106
43290
933987
SH
SOLE
876493
0
57494
TRANSUNION
COM
89400J107
192601
2249754
SH
SOLE
2110669
0
139085
TRIMBLE INC
COM
896239100
150231
3603530
SH
SOLE
3373519
0
230011
TRIP.COM GROUP LTD
ADS
89677Q107
76361
2276714
SH
SOLE
2141677
0
135037
TRUIST FINANCIAL CORP
COM
89832Q109
135177
2400164
SH
SOLE
2278980
0
121184
TYLER TECHNOLOGIES INC
COM
902252105
94624
315392
SH
SOLE
258277
0
57115
UNION PACIFIC CORP
COM
907818108
25312
140010
SH
SOLE
140010
0
0
UNION PACIFIC CORP
OPTIONS
907818108
50495
279300
SH
Call
SOLE
0
0
0
UNIQURE NV
SHS
N90064101
17556
244994
SH
SOLE
180086
0
64908
UNITED TECHNOLOGIES CORP
COM
913017109
292654
1954150
SH
SOLE
1821308
0
132842
VARONIS SYS INC
COM
922280102
23407
301206
SH
SOLE
221410
0
79796
VEEVA SYS INC
CL A COM
922475108
814628
5791471
SH
SOLE
5313780
0
477691
VERACYTE INC
COM
92337F107
51306
1837608
SH
SOLE
1504432
0
333176
VERICEL CORP
COM
92346J108
9464
543936
SH
SOLE
543936
0
0
VERISK ANALYTICS INC
COM
92345Y106
43894
293919
SH
SOLE
275842
0
18077
VIACOMCBS INC
COM
92556H206
140058
3337093
SH
SOLE
3102221
0
234872
VIEWRAY INC
COM
92672L107
25544
6053179
SH
SOLE
4672324
0
1380855
VIRTU FINL INC
CL A
928254101
30797
1926013
SH
SOLE
1575864
0
350149
VISA INC
COM CL A
92826C839
424025
2256653
SH
SOLE
2137472
0
119181
VMWARE INC
CL A COM
928563402
40107
264225
SH
SOLE
264225
0
0
WAYFAIR INC
CL A
94419L101
58160
643576
SH
SOLE
603760
0
39816
WEBSTER FINL CORP CONN
COM
947890109
59091
1107408
SH
SOLE
906630
0
200778
WELLCARE HEALTH PLANS INC
COM
94946T106
103975
314875
SH
SOLE
285919
0
28956
WELLS FARGO CO NEW
COM
949746101
385270
7161155
SH
SOLE
6507332
0
653823
WEST PHARMACEUTICAL SVSC INC
COM
955306105
165518
1101033
SH
SOLE
1026120
0
74913
WEYERHAEUSER CO
COM
962166104
44905
1486911
SH
SOLE
1302078
0
184833
WILLIS TOWERS WATSON PUB LTD
SHS
G96629103
854175
4229845
SH
SOLE
3784162
0
445683
WORLD WRESTLING ENTMT INC
CL A
98156Q108
48314
744783
SH
SOLE
609808
0
134975
WYNDHAM HOTELS & RESORTS INC
COM
98311A105
39056
621806
SH
SOLE
621806
0
0
YANDEX N V
SHS CLASS A
N97284108
67663
1555824
SH
SOLE
1555824
0
0
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
489385
7192614
SH
SOLE
6528060
0
664554
ZSCALER INC
COM
98980G102
142978
3074802
SH
SOLE
2790557
0
284245
ZYNGA INC
CL A
98986T108
348964
57020290
SH
SOLE
50092047
0
6928243