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 5,729 47,808 SH   SOLE   39,588 0 8,220
ACTIVISION BLIZZARD INC COM 00507V109 1,309 14,080 SH   OTR 1 0 14,080 0
ACTIVISION BLIZZARD INC COM 00507V109 20,480 220,210 SH   SOLE   193,260 0 26,950
ADOBE SYSTEMS INCORPORATED COM 00724F101 910 1,914 SH   OTR 1 0 1,914 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 64,460 135,600 SH   SOLE   126,103 0 9,497
ADVANCED ENERGY INDS COM 007973100 330 3,020 SH   OTR 1 0 3,020 0
ADVANCED ENERGY INDS COM 007973100 44,282 405,620 SH   SOLE   383,140 0 22,480
ALBEMARLE CORP COM 012653101 33,528 229,472 SH   SOLE   218,012 0 11,460
ALKERMES PLC SHS G01767105 11,941 639,250 SH   SOLE   637,490 0 1,760
ALPHABET INC CAP STK CL A 02079K305 58,060 28,150 SH   SOLE   25,553 0 2,597
ALPHABET INC CAP STK CL A 02079K305 1,815 880 SH   OTR 1 0 880 0
ALPHABET INC CAP STK CL C 02079K107 17,513 8,466 SH   SOLE   7,955 0 511
AMAZON COM INC COM 023135106 1,460 472 SH   OTR 1 0 472 0
AMAZON COM INC COM 023135106 22,905 7,403 SH   SOLE   6,495 0 908
APPLE INC COM 037833100 42,622 348,928 SH   SOLE   332,900 0 16,028
APTIV PLC SHS G6095L109 374,218 2,713,693 SH   SOLE   2,363,451 0 350,242
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,905 3,085 SH   OTR 1 0 3,085 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 218,041 353,183 SH   SOLE   254,734 0 98,449
ASTRAZENECA PLC SPONSORED ADR 046353108 38,666 777,667 SH   SOLE   559,527 0 218,140
ATLASSIAN CORP PLC CL A G06242104 352,123 1,670,731 SH   SOLE   1,455,716 0 215,015
AUTOMATIC DATA PROCESSING IN COM 053015103 41,495 220,167 SH   SOLE   205,457 0 14,710
BAIDU INC SPON ADR REP A 056752108 214 984 SH   SOLE   984 0 0
BECTON DICKINSON & CO COM 075887109 27,977 115,062 SH   SOLE   111,042 0 4,020
BLACKSTONE MTG TR INC COM CL A 09257W100 421 13,570 SH   SOLE   13,570 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,829 47,310 SH   OTR 1 0 47,310 0
BOSTON SCIENTIFIC CORP COM 101137107 28,451 736,110 SH   SOLE   645,500 0 90,610
CERNER CORP COM 156782104 22,735 316,292 SH   SOLE   303,062 0 13,230
CHEVRON CORP NEW COM 166764100 335 3,200 SH   SOLE   3,200 0 0
COMCAST CORP NEW CL A 20030N101 38,492 711,362 SH   SOLE   673,382 0 37,980
CREE INC COM 225447101 20,599 190,505 SH   SOLE   181,180 0 9,325
DENTSPLY SIRONA INC COM 24906P109 32,749 513,230 SH   SOLE   491,950 0 21,280
DIAGEO PLC SPON ADR NEW 25243Q205 361 2,200 SH   SOLE   2,200 0 0
EATON VANCE MUN BD FD COM 27827X101 175 13,123 SH   SOLE   13,123 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,530 18,296 SH   OTR 1 0 18,296 0
EDWARDS LIFESCIENCES CORP COM 28176E108 57,793 690,973 SH   SOLE   639,833 0 51,140
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 82 10,692 SH   SOLE   10,692 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 4,816 218,690 SH   SOLE   205,690 0 13,000
EXXON MOBIL CORP COM 30231G102 496 8,883 SH   SOLE   8,883 0 0
FMC CORP COM NEW 302491303 26,378 238,476 SH   SOLE   228,496 0 9,980
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 1,816 49,240 SH   SOLE   39,540 0 9,700
GENMAB A/S SPONSORED ADS 372303206 23,527 716,646 SH   SOLE   414,646 0 302,000
HDFC BANK LTD SPONSORED ADS 40415F101 12,999 167,316 SH   SOLE   155,076 0 12,240
HERSHEY CO COM 427866108 459 2,900 SH   SOLE   2,900 0 0
HIGHWOODS PPTYS INC COM 431284108 975 22,700 SH   SOLE   22,700 0 0
ICICI BANK LIMITED ADR 45104G104 357,991 22,332,595 SH   SOLE   19,447,615 0 2,884,980
IPG PHOTONICS CORP COM 44980X109 211 1,000 SH   SOLE   1,000 0 0
IQVIA HLDGS INC COM 46266C105 1,767 9,150 SH   OTR 1 0 9,150 0
IQVIA HLDGS INC COM 46266C105 68,078 352,478 SH   SOLE   325,423 0 27,055
JD.COM INC SPON ADR CL A 47215P106 463 5,490 SH   SOLE   5,490 0 0
JOHNSON & JOHNSON COM 478160104 26,711 162,524 SH   SOLE   155,064 0 7,460
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 1,158 20,310 SH   SOLE   20,310 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 726 26,610 SH   OTR 1 0 26,610 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 11,178 409,741 SH   SOLE   358,791 0 50,950
LEIDOS HOLDINGS INC COM 525327102 12,680 131,700 SH   SOLE   125,220 0 6,480
M & T BK CORP COM 55261F104 1,930 12,730 SH   SOLE   12,730 0 0
MARSH & MCLENNAN COS INC COM 571748102 38,096 312,771 SH   SOLE   299,581 0 13,190
MASTERCARD INCORPORATED CL A 57636Q104 1,877 5,272 SH   OTR 1 0 5,272 0
MASTERCARD INCORPORATED CL A 57636Q104 72,617 203,951 SH   SOLE   189,261 0 14,690
MEDTRONIC PLC SHS G5960L103 31,278 264,777 SH   SOLE   246,867 0 17,910
MELCO RESORTS AND ENTMNT LTD ADR 585464100 1,626 81,650 SH   OTR 1 0 81,650 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 408,235 20,504,024 SH   SOLE   17,835,749 0 2,668,275
MERCADOLIBRE INC COM 58733R102 514 349 SH   SOLE   349 0 0
MERCK & CO. INC COM 58933Y105 983 12,750 SH   SOLE   12,750 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,164 7,500 SH   SOLE   7,500 0 0
MICRON TECHNOLOGY INC COM 595112103 2,208 25,030 SH   OTR 1 0 25,030 0
MICRON TECHNOLOGY INC COM 595112103 34,600 392,250 SH   SOLE   344,210 0 48,040
MICROSOFT CORP COM 594918104 1,733 7,350 SH   OTR 1 0 7,350 0
MICROSOFT CORP COM 594918104 75,250 319,168 SH   SOLE   293,703 0 25,465
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 354 25,250 SH   SOLE   25,250 0 0
NOVO-NORDISK A S ADR 670100205 2,395 35,530 SH   SOLE   35,530 0 0
NVIDIA CORPORATION COM 67066G104 1,553 2,908 SH   OTR 1 0 2,908 0
NVIDIA CORPORATION COM 67066G104 70,104 131,299 SH   SOLE   121,453 0 9,846
ONEOK INC NEW COM 682680103 717 14,149 SH   SOLE   14,149 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 515 11,120 SH   SOLE   11,120 0 0
PINTEREST INC CL A 72352L106 1,345 18,170 SH   OTR 1 0 18,170 0
PINTEREST INC CL A 72352L106 21,028 284,050 SH   SOLE   249,270 0 34,780
PROCTER AND GAMBLE CO COM 742718109 2,530 18,678 SH   SOLE   13,678 0 5,000
PROLOGIS INC. COM 74340W103 3,063 28,896 SH   SOLE   28,896 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 522 6,100 SH   OTR 1 0 6,100 0
ROYAL CARIBBEAN GROUP COM V7780T103 8,236 96,200 SH   SOLE   84,140 0 12,060
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 227 5,800 SH   SOLE   5,800 0 0
SEA LTD SPONSORD ADS 81141R100 8,066 36,135 SH   SOLE   35,755 0 380
STANLEY BLACK & DECKER INC COM 854502101 34,395 172,259 SH   SOLE   164,479 0 7,780
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 261,044 2,207,000 SH   SOLE   1,917,220 0 289,780
TJX COS INC NEW COM 872540109 1,753 26,500 SH   OTR 1 0 26,500 0
TJX COS INC NEW COM 872540109 27,414 414,420 SH   SOLE   363,660 0 50,760
T-MOBILE US INC COM 872590104 1,773 14,150 SH   OTR 1 0 14,150 0
T-MOBILE US INC COM 872590104 27,728 221,310 SH   SOLE   194,210 0 27,100
UNITEDHEALTH GROUP INC COM 91324P102 37,521 100,843 SH   SOLE   91,325 0 9,518
UNITEDHEALTH GROUP INC COM 91324P102 1,477 3,970 SH   OTR 1 0 3,970 0
UNIVERSAL DISPLAY CORP COM 91347P105 1,918 8,100 SH   OTR 1 0 8,100 0
UNIVERSAL DISPLAY CORP COM 91347P105 63,030 266,207 SH   SOLE   245,742 0 20,465
VARIAN MED SYS INC COM 92220P105 32,582 184,567 SH   SOLE   178,087 0 6,480
VERTEX PHARMACEUTICALS INC COM 92532F100 926 4,310 SH   OTR 1 0 4,310 0
VERTEX PHARMACEUTICALS INC COM 92532F100 41,234 191,884 SH   SOLE   178,944 0 12,940
VERTIV HOLDINGS CO COM CL A 92537N108 1,135 56,730 SH   OTR 1 0 56,730 0
VERTIV HOLDINGS CO COM CL A 92537N108 45,124 2,256,191 SH   SOLE   2,096,520 0 159,671
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 213 7,144 SH   SOLE   7,144 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 341 18,495 SH   SOLE   18,495 0 0
YANDEX N V SHS CLASS A N97284108 520 8,115 SH   SOLE   8,115 0 0