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
58 COM INC SPON ADR REP A 31680Q104 182,967 5,170,041 SH   SOLE 4,945,541 0 224,500
ACADIA PHARMACEUTICALS INC COM 004225108 1,110 32,300 SH   SOLE 32,300 0 0
ACCELERON PHARMA INC COM 00434H108 1,154 43,600 SH   SOLE 43,600 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 1,927 42,500 SH   SOLE 42,500 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 2,090 35,800 SH   SOLE 35,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 162,959 1,511,262 SH   SOLE 1,362,062 0 149,200
ALPHABET INC CAP STK CL A 02079K305 173,207 204,302 SH   SOLE 184,112 0 20,190
ALPHABET INC CAP STK CL C 02079K107 201,758 243,211 SH   SOLE 221,225 0 21,986
AMEC FOSTER WHEELER PLC SPONSORED ADR 00167X205 197 29,908 SH   SOLE 29,908 0 0
APPLE INC COM 037833100 4,051 28,200 SH   SOLE 28,200 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 444 14,000 SH   SOLE 14,000 0 0
BAIDU INC SPON ADR REP A 056752108 325,064 1,884,212 SH   SOLE 1,728,457 0 155,755
BARRICK GOLD CORP COM 067901108 11,139 586,595 SH   SOLE 586,595 0 0
BIOGEN INC COM 09062X103 1,093 4,000 SH   SOLE 4,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,213 13,820 SH   SOLE 13,820 0 0
BIOVERATIV INC COM 09075E100 108 2,000 SH   SOLE 2,000 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 14,677 573,100 SH   SOLE 573,100 0 0
CALLAWAY GOLF CO COM 131193104 25,764 2,327,400 SH   SOLE 2,327,400 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 52,722 894,969 SH   SOLE 681,349 0 213,620
CIENA CORP COM NEW 171779309 2,453 103,900 SH   SOLE 103,900 0 0
CIRRUS LOGIC INC COM 172755100 606 10,000 SH   SOLE 10,000 0 0
CISCO SYS INC COM 17275R102 235,906 6,979,486 SH   SOLE 6,234,478 0 745,008
COCA COLA CO COM 191216100 114,491 2,697,733 SH   SOLE 2,539,733 0 158,000
CONFORMIS INC COM 20717E101 1,415 271,256 SH   SOLE 271,256 0 0
DERMIRA INC COM 24983L104 1,528 44,800 SH   SOLE 44,800 0 0
EBAY INC COM 278642103 55,905 1,665,335 SH   SOLE 1,224,144 0 441,191
FACEBOOK INC CL A 30303M102 275 1,940 SH   SOLE 1,940 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 17,704 200,000 SH   SOLE 200,000 0 0
FOUNDATION MEDICINE INC COM 350465100 3,137 97,300 SH   SOLE 97,300 0 0
GILDAN ACTIVEWEAR INC COM 375916103 14,750 545,500 SH   SOLE 545,500 0 0
GILEAD SCIENCES INC COM 375558103 167,750 2,469,830 SH   SOLE 2,188,630 0 281,200
GROUPON INC COM 399473107 1,599 407,000 SH   SOLE 407,000 0 0
HANESBRANDS INC COM 410345102 41,183 1,983,800 SH   SOLE 1,694,500 0 289,300
HOLLYFRONTIER CORP COM 436106108 20,510 723,726 SH   SOLE 578,067 0 145,659
ICON PLC SHS G4705A100 1,873 23,500 SH   SOLE 23,500 0 0
IHS MARKIT LTD SHS G47567105 22,875 545,300 SH   SOLE 545,300 0 0
INCYTE CORP COM 45337C102 1,799 13,464 SH   SOLE 13,464 0 0
INFINERA CORPORATION COM 45667G103 3,373 329,800 SH   SOLE 329,800 0 0
INFINITY PHARMACEUTICALS INC COM 45665G303 2,617 810,232 SH   SOLE 810,232 0 0
INTEL CORP COM 458140100 130,127 3,607,651 SH   SOLE 3,206,151 0 401,500
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,782 104,500 SH   SOLE 104,500 0 0
JD COM INC SPON ADR CL A 47215P106 55,588 1,786,822 SH   SOLE 1,786,822 0 0
JOHNSON & JOHNSON COM 478160104 66,360 532,800 SH   SOLE 532,800 0 0
JONES LANG LASALLE INC COM 48020Q107 33,847 303,700 SH   SOLE 251,100 0 52,600
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 16,507 288,500 SH   SOLE 288,500 0 0
LIVANOVA PLC SHS G5509L101 1,655 33,782 SH   SOLE 33,782 0 0
MERCK & CO INC COM 58933Y105 1,194 18,800 SH   SOLE 18,800 0 0
MERUS N V COM N5749R100 2,492 102,219 SH   SOLE 102,219 0 0
MICRON TECHNOLOGY INC COM 595112103 2,447 84,700 SH   SOLE 84,700 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 1,828 92,000 SH   SOLE 92,000 0 0
NEWMONT MINING CORP COM 651639106 3,328 101,000 SH   SOLE 101,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 113,192 2,740,064 SH   SOLE 2,430,171 0 309,893
NXP SEMICONDUCTORS N V COM N6596X109 983 9,500 SH   SOLE 9,500 0 0
ORACLE CORP COM 68389X105 197,921 4,436,700 SH   SOLE 3,928,272 0 508,428
PAYPAL HLDGS INC COM 70450Y103 153,730 3,573,468 SH   SOLE 3,041,468 0 532,000
PERKINELMER INC COM 714046109 2,833 48,800 SH   SOLE 48,800 0 0
PFIZER INC COM 717081103 1,628 47,610 SH   SOLE 47,610 0 0
PROTHENA CORP PLC SHS G72800108 3,425 61,400 SH   SOLE 61,400 0 0
QIAGEN NV SHS NEW N72482123 38,544 1,330,511 SH   SOLE 1,330,511 0 0
QIWI PLC SPON ADR REP B 74735M108 31,385 1,830,040 SH   SOLE 1,494,500 0 335,540
SCHLUMBERGER LTD COM 806857108 77,373 990,700 SH   SOLE 790,400 0 200,300
SEATTLE GENETICS INC COM 812578102 2,011 32,000 SH   SOLE 32,000 0 0
SINA CORP ORD G81477104 210,076 2,912,881 SH   SOLE 2,786,394 0 126,487
SKYWORKS SOLUTIONS INC COM 83088M102 108,616 1,108,560 SH   SOLE 984,260 0 124,300
TECHNIPFMC PLC COM G87110105 175,880 5,411,700 SH   SOLE 4,919,100 0 492,600
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 1,995 62,200 SH   SOLE 62,200 0 0
TIFFANY & CO NEW COM 886547108 14,523 152,400 SH   SOLE 152,400 0 0
TIME WARNER INC COM NEW 887317303 725 7,421 SH   SOLE 7,421 0 0
UNITED TECHNOLOGIES CORP COM 913017109 897 8,000 SH   SOLE 8,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 75,466 3,308,500 SH   SOLE 3,308,500 0 0
VERISIGN INC COM 92343E102 487 5,600 SH   SOLE 5,600 0 0
WYNN RESORTS LTD COM 983134107 197,625 1,724,330 SH   SOLE 1,536,011 0 188,319
XILINX INC COM 983919101 648 11,200 SH   SOLE 11,200 0 0
YANDEX N V SHS CLASS A N97284108 6,098 278,100 SH   SOLE 278,100 0 0