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
ABBOTT LABS COM 002824100 4,426 48,408 SH   SOLE   40,188 0 8,220
ACTIVISION BLIZZARD INC COM 00507V109 1,600 21,080 SH   OTR 1 0 21,080 0
ACTIVISION BLIZZARD INC COM 00507V109 18,974 249,990 SH   SOLE   211,680 0 38,310
ADOBE INC COM 00724F101 1,989 4,570 SH   OTR 1 0 4,570 0
ADOBE INC COM 00724F101 72,184 165,821 SH   SOLE   151,381 0 14,440
ADVANCED ENERGY INDS COM 007973100 1,706 25,170 SH   OTR 1 0 25,170 0
ADVANCED ENERGY INDS COM 007973100 44,941 662,940 SH   SOLE   599,050 0 63,890
ALBEMARLE CORP COM 012653101 23,999 310,832 SH   SOLE   295,632 0 15,200
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,721 7,980 SH   OTR 1 0 7,980 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 330,131 1,530,510 SH   SOLE   1,363,920 0 166,590
ALKERMES PLC SHS G01767105 4,488 231,300 SH   SOLE   230,520 0 780
ALPHABET INC CAP STK CL A 02079K305 837 590 SH   OTR 1 0 590 0
ALPHABET INC CAP STK CL A 02079K305 35,607 25,110 SH   SOLE   23,030 0 2,080
ALPHABET INC CAP STK CL C 02079K107 8,647 6,117 SH   SOLE   5,526 0 591
AMAZON COM INC COM 023135106 1,793 650 SH   OTR 1 0 650 0
AMAZON COM INC COM 023135106 21,720 7,873 SH   SOLE   6,693 0 1,180
APPLE INC COM 037833100 39,940 109,485 SH   SOLE   105,060 0 4,425
ASML HOLDING N V N Y REGISTRY SHS N07059210 2,248 6,109 SH   OTR 1 0 6,109 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 170,007 461,937 SH   SOLE   351,531 0 110,406
ASTRAZENECA PLC SPONSORED ADR 046353108 48,145 910,292 SH   SOLE   638,747 0 271,545
ATLASSIAN CORP PLC CL A G06242104 90,455 501,776 SH   SOLE   449,551 0 52,225
AUTOMATIC DATA PROCESSING IN COM 053015103 33,401 224,332 SH   SOLE   209,052 0 15,280
BECTON DICKINSON & CO COM 075887109 24,030 100,431 SH   SOLE   96,531 0 3,900
BLACKSTONE MTG TR INC COM CL A 09257W100 327 13,570 SH   SOLE   13,570 0 0
BOSTON SCIENTIFIC CORP COM 101137107 17,120 487,610 SH   SOLE   407,540 0 80,070
BOSTON SCIENTIFIC CORP COM 101137107 1,541 43,900 SH   OTR 1 0 43,900 0
BROADCOM INC COM 11135F101 14,333 45,414 SH   SOLE   42,214 0 3,200
CERNER CORP COM 156782104 21,550 314,362 SH   SOLE   300,712 0 13,650
CHEVRON CORP NEW COM 166764100 286 3,200 SH   SOLE   3,200 0 0
CISCO SYS INC COM 17275R102 24,013 514,855 SH   SOLE   498,655 0 16,200
COMCAST CORP NEW CL A 20030N101 28,186 723,082 SH   SOLE   682,672 0 40,410
DENTSPLY SIRONA INC COM 24906P109 22,728 515,840 SH   SOLE   492,330 0 23,510
DIAGEO P L C SPON ADR NEW 25243Q205 296 2,200 SH   SOLE   2,200 0 0
EATON VANCE MUN BD FD COM 27827X101 167 13,123 SH   SOLE   13,123 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 45,341 656,068 SH   SOLE   601,468 0 54,600
EDWARDS LIFESCIENCES CORP COM 28176E108 1,423 20,586 SH   OTR 1 0 20,586 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 254 35,633 SH   SOLE   35,633 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 4,003 220,290 SH   SOLE   207,290 0 13,000
EXXON MOBIL CORP COM 30231G102 505 11,283 SH   SOLE   11,283 0 0
F M C CORP COM NEW 302491303 23,884 239,756 SH   SOLE   229,056 0 10,700
FACEBOOK INC CL A 30303M102 874 3,850 SH   OTR 1 0 3,850 0
FACEBOOK INC CL A 30303M102 10,665 46,970 SH   SOLE   39,910 0 7,060
FLIR SYS INC COM 302445101 19,591 482,896 SH   SOLE   460,056 0 22,840
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 2,131 49,240 SH   SOLE   39,540 0 9,700
GENMAB A/S SPONSORED ADS 372303206 23,219 685,116 SH   SOLE   397,926 0 287,190
GW PHARMACEUTICALS PLC ADS 36197T103 7,611 62,020 SH   SOLE   61,860 0 160
HDFC BANK LTD SPONSORED ADS 40415F101 7,879 173,316 SH   SOLE   160,006 0 13,310
HERSHEY CO COM 427866108 376 2,900 SH   SOLE   2,900 0 0
HIGHWOODS PPTYS INC COM 431284108 959 25,700 SH   SOLE   25,700 0 0
ICICI BANK LIMITED ADR 45104G104 142,518 15,341,036 SH   SOLE   13,481,226 0 1,859,810
IQVIA HLDGS INC COM 46266C105 1,537 10,830 SH   OTR 1 0 10,830 0
IQVIA HLDGS INC COM 46266C105 48,637 342,801 SH   SOLE   312,881 0 29,920
JD.COM INC SPON ADR CL A 47215P106 330 5,480 SH   SOLE   5,480 0 0
JOHNSON & JOHNSON COM 478160104 23,179 164,824 SH   SOLE   156,864 0 7,960
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 22,579 482,049 SH   SOLE   300,530 0 181,519
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 1,099 70,320 SH   OTR 1 0 70,320 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 13,423 858,811 SH   SOLE   730,201 0 128,610
LEIDOS HOLDINGS INC COM 525327102 11,159 119,130 SH   SOLE   112,650 0 6,480
LOCKHEED MARTIN CORP COM 539830109 16,883 46,265 SH   SOLE   38,925 0 7,340
LOCKHEED MARTIN CORP COM 539830109 1,471 4,030 SH   OTR 1 0 4,030 0
M & T BK CORP COM 55261F104 1,355 13,030 SH   SOLE   13,030 0 0
MARSH & MCLENNAN COS INC COM 571748102 34,482 321,151 SH   SOLE   307,121 0 14,030
MASTERCARD INCORPORATED CL A 57636Q104 1,644 5,560 SH   OTR 1 0 5,560 0
MASTERCARD INCORPORATED CL A 57636Q104 56,267 190,283 SH   SOLE   175,143 0 15,140
MEDTRONIC PLC SHS G5960L103 24,891 271,437 SH   SOLE   252,407 0 19,030
MELCO RESORTS AND ENTMNT LTD ADR 585464100 980 63,140 SH   OTR 1 0 63,140 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 217,161 13,992,346 SH   SOLE   12,472,386 0 1,519,960
MERCK & CO. INC COM 58933Y105 986 12,750 SH   SOLE   12,750 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 895 8,500 SH   SOLE   8,500 0 0
MICRON TECHNOLOGY INC COM 595112103 1,776 34,480 SH   OTR 1 0 34,480 0
MICRON TECHNOLOGY INC COM 595112103 20,412 396,190 SH   SOLE   333,300 0 62,890
MICROSOFT CORP COM 594918104 2,086 10,250 SH   OTR 1 0 10,250 0
MICROSOFT CORP COM 594918104 73,491 361,115 SH   SOLE   330,515 0 30,600
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 282 2,165 SH   SOLE   2,165 0 0
NOVO-NORDISK A S ADR 670100205 2,520 38,490 SH   SOLE   13,180 0 25,310
NVIDIA CORPORATION COM 67066G104 1,805 4,750 SH   OTR 1 0 4,750 0
NVIDIA CORPORATION COM 67066G104 64,521 169,833 SH   SOLE   155,638 0 14,195
ONEOK INC NEW COM 682680103 484 14,581 SH   SOLE   14,581 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 320 9,050 SH   SOLE   9,050 0 0
PROCTER AND GAMBLE CO COM 742718109 2,293 19,178 SH   SOLE   14,178 0 5,000
PROLOGIS INC. COM 74340W103 2,848 30,515 SH   SOLE   30,515 0 0
SAP SE SPON ADR 803054204 35,459 253,280 SH   SOLE   146,990 0 106,290
SEA LTD SPONSORED ADS 81141R100 5,878 54,810 SH   SOLE   54,400 0 410
STANLEY BLACK & DECKER INC COM 854502101 24,221 173,774 SH   SOLE   164,914 0 8,860
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 306 5,385 SH   SOLE   5,385 0 0
T-MOBILE US INC COM 872590104 9,974 95,770 SH   SOLE   81,480 0 14,290
T-MOBILE US INC COM 872590104 813 7,810 SH   OTR 1 0 7,810 0
T-MOBILE US INC RIGHT 07/27/2020 872590112 2 14,290 SH   SOLE   0 0 14,290
UNITEDHEALTH GROUP INC COM 91324P102 1,528 5,180 SH   OTR 1 0 5,180 0
UNITEDHEALTH GROUP INC COM 91324P102 17,544 59,480 SH   SOLE   50,040 0 9,440
UNIVERSAL DISPLAY CORP COM 91347P105 1,076 7,190 SH   OTR 1 0 7,190 0
UNIVERSAL DISPLAY CORP COM 91347P105 33,525 224,065 SH   SOLE   205,485 0 18,580
VARIAN MED SYS INC COM 92220P105 24,369 198,902 SH   SOLE   189,902 0 9,000
VERTEX PHARMACEUTICALS INC COM 92532F100 1,634 5,630 SH   OTR 1 0 5,630 0
VERTEX PHARMACEUTICALS INC COM 92532F100 56,194 193,564 SH   SOLE   178,614 0 14,950
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 310 19,422 SH   SOLE   19,422 0 0
YANDEX N V SHS CLASS A N97284108 307 6,135 SH   SOLE   6,135 0 0