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 93,633 1,308,285 SH   SOLE 1,162,485 0 145,800
ACADIA PHARMACEUTICALS INC COM 004225108 972 32,300 SH   SOLE 32,300 0 0
ACCELERON PHARMA INC COM 00434H108 2,482 58,500 SH   SOLE 58,500 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,246 37,600 SH   SOLE 37,600 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 2,046 35,800 SH   SOLE 35,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 382,286 2,217,055 SH   SOLE 2,063,755 0 153,300
ALLY FINL INC COM 02005N100 91,646 3,142,900 SH   SOLE 2,683,600 0 459,300
ALPHABET INC CAP STK CL A 02079K305 188,560 179,002 SH   SOLE 162,112 0 16,890
ALPHABET INC CAP STK CL C 02079K107 206,801 197,631 SH   SOLE 182,545 0 15,086
APPLE INC COM 037833100 2,149 12,700 SH   SOLE 12,700 0 0
BAIDU INC SPON ADR REP A 056752108 19,138 81,714 SH   SOLE 81,714 0 0
BARRICK GOLD CORP COM 067901108 8,488 586,595 SH   SOLE 586,595 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,232 13,820 SH   SOLE 13,820 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 46,091 1,449,388 SH   SOLE 1,449,388 0 0
CALLAWAY GOLF CO COM 131193104 21,939 1,575,000 SH   SOLE 1,575,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 10,616 159,955 SH   SOLE 159,955 0 0
CENTURYLINK INC COM 156700106 6,874 412,151 SH   SOLE 412,151 0 0
CF INDS HLDGS INC COM 125269100 69,077 1,623,833 SH   SOLE 1,346,633 0 277,200
CISCO SYS INC COM 17275R102 1,367 35,700 SH   SOLE 35,700 0 0
COCA COLA CO COM 191216100 121,248 2,642,733 SH   SOLE 2,484,733 0 158,000
COHERUS BIOSCIENCES INC COM 19249H103 960 109,200 SH   SOLE 109,200 0 0
CONFORMIS INC COM 20717E101 797 335,156 SH   SOLE 335,156 0 0
DERMIRA INC COM 24983L104 2,569 92,400 SH   SOLE 92,400 0 0
EBAY INC COM 278642103 1,509 40,000 SH   SOLE 40,000 0 0
EQUIFAX INC COM 294429105 82,273 697,703 SH   SOLE 622,703 0 75,000
FACEBOOK INC CL A 30303M102 342 1,940 SH   SOLE 1,940 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 1,376 62,800 SH   SOLE 62,800 0 0
FOUNDATION MEDICINE INC COM 350465100 3,607 52,900 SH   SOLE 52,900 0 0
GILDAN ACTIVEWEAR INC COM 375916103 15,271 472,800 SH   SOLE 472,800 0 0
GILEAD SCIENCES INC COM 375558103 218,138 3,044,930 SH   SOLE 2,672,830 0 372,100
GROUPON INC COM 399473107 2,075 407,000 SH   SOLE 407,000 0 0
HANESBRANDS INC COM 410345102 50,974 2,437,800 SH   SOLE 2,148,500 0 289,300
HOLLYFRONTIER CORP COM 436106108 6,894 134,600 SH   SOLE 134,600 0 0
ICON PLC SHS G4705A100 2,186 19,500 SH   SOLE 19,500 0 0
IHS MARKIT LTD SHS G47567105 22,823 505,500 SH   SOLE 505,500 0 0
INCYTE CORP COM 45337C102 1,275 13,464 SH   SOLE 13,464 0 0
INFINERA CORPORATION COM 45667G103 2,087 329,800 SH   SOLE 329,800 0 0
INFINITY PHARMACEUTICALS INC COM 45665G303 2,610 1,286,032 SH   SOLE 1,286,032 0 0
INTEL CORP COM 458140100 74,494 1,613,831 SH   SOLE 1,613,831 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,566 104,500 SH   SOLE 104,500 0 0
JD COM INC SPON ADR CL A 47215P106 29,938 722,812 SH   SOLE 722,812 0 0
JOHNSON & JOHNSON COM 478160104 4,582 32,800 SH   SOLE 32,800 0 0
LAM RESEARCH CORP COM 512807108 404 2,200 SH   SOLE 2,200 0 0
LIBERTY GLOBAL SHS CL A G5480U104 387 10,800 SH   SOLE 10,800 0 0
LIVANOVA PLC SHS G5509L101 2,348 29,382 SH   SOLE 29,382 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 92,325 3,179,248 SH   SOLE 3,179,248 0 0
MERCK & CO INC COM 58933Y105 1,057 18,800 SH   SOLE 18,800 0 0
MERUS N V COM N5749R100 1,978 102,219 SH   SOLE 102,219 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 23,973 272,800 SH   SOLE 272,800 0 0
MICRON TECHNOLOGY INC COM 595112103 986 24,000 SH   SOLE 24,000 0 0
MICROSOFT CORP COM 594918104 1,984 23,200 SH   SOLE 23,200 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 903 121,000 SH   SOLE 121,000 0 0
NEWMONT MINING CORP COM 651639106 3,789 101,000 SH   SOLE 101,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 102,689 2,821,135 SH   SOLE 2,472,620 0 348,515
NXP SEMICONDUCTORS N V COM N6596X109 1,112 9,500 SH   SOLE 9,500 0 0
ORACLE CORP COM 68389X105 181,143 3,831,300 SH   SOLE 3,589,432 0 241,868
PAYPAL HLDGS INC COM 70450Y103 171,569 2,330,468 SH   SOLE 2,072,968 0 257,500
PEABODY ENERGY CORP NEW COM 704551100 149,129 3,787,899 SH   SOLE 3,347,899 0 440,000
PERKINELMER INC COM 714046109 3,144 43,000 SH   SOLE 43,000 0 0
PROTHENA CORP PLC SHS G72800108 2,639 70,400 SH   SOLE 70,400 0 0
QIAGEN NV SHS NEW N72482123 34,272 1,108,060 SH   SOLE 1,108,060 0 0
QIWI PLC SPON ADR REP B 74735M108 25,009 1,443,139 SH   SOLE 1,107,599 0 335,540
QUANTERIX CORP COM 74766Q101 3,757 175,000 SH   SOLE 175,000 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 29 1,000 SH   SOLE 1,000 0 0
SCHLUMBERGER LTD COM 806857108 122,434 1,816,800 SH   SOLE 1,457,400 0 359,400
SEATTLE GENETICS INC COM 812578102 2,166 40,500 SH   SOLE 40,500 0 0
SINA CORP ORD G81477104 337,631 3,365,882 SH   SOLE 3,239,395 0 126,487
SKYWORKS SOLUTIONS INC COM 83088M102 105,751 1,113,760 SH   SOLE 989,460 0 124,300
TECHNIPFMC PLC COM G87110105 259,387 8,284,500 SH   SOLE 7,131,200 0 1,153,300
TIME WARNER INC COM NEW 887317303 678 7,421 SH   SOLE 7,421 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,020 8,000 SH   SOLE 8,000 0 0
VERISIGN INC COM 92343EAD4 640 5,600 SH   SOLE 5,600 0 0
WEIBO CORP SPONSORED ADR 948596101 41,385 400,016 SH   SOLE 400,016 0 0
WYNN RESORTS LTD COM 983134107 212,445 1,260,130 SH   SOLE 1,147,011 0 113,119
XILINX INC COM 983919101 755 11,200 SH   SOLE 11,200 0 0
YANDEX N V SHS CLASS A N97284108 5,289 161,500 SH   SOLE 161,500 0 0
ZAI LAB LTD ADR 98887Q104 424 20,000 SH   SOLE 20,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 69,323 4,373,741 SH   SOLE 3,612,369 0 761,372