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
ALLEGION PUB LTD CO ORD SHS COM G0176J109 47,994 634,000 SH   SOLE 0 0 0 634,000
AMBARELLA INC SHS COM G037AX101 4,377 80,000 SH   SOLE 0 0 0 80,000
CARDTRONICS PLC SHS CL A COM G1991C105 12,482 267,000 SH   SOLE 0 0 0 267,000
CREDICORP LTD COM COM G2519Y108 12,003 73,500 SH   SOLE 0 0 0 73,500
DELPHI AUTOMOTIVE PLC SHS COM G27823106 6,439 80,000 SH   SOLE 0 0 0 80,000
HOLLYSYS AUTOMATION TECHNOLO SHS COM G45667105 23,353 1,379,400 SH   SOLE 0 0 0 1,379,400
LUXOFT HLDG INC ORD SHS CL A COM G57279104 21,830 349,000 SH   SOLE 0 0 0 349,000
NIELSEN HLDGS PLC SHS EUR COM G6518L108 23,299 564,000 SH   SOLE 0 0 0 564,000
PROTHENA CORP PLC SHS COM G72800108 1,395 25,000 SH   SOLE 0 0 0 25,000
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 57,787 562,900 SH   SOLE 0 0 0 562,900
MELLANOX TECHNOLOGIES LTD SHS COM M51363113 16,508 324,000 SH   SOLE 0 0 0 324,000
YANDEX N V SHS CLASS A COM N97284108 2,785 127,000 SH   SOLE 0 0 0 127,000
AZURE PWR GLOBAL LTD SHS COM V0393H103 1,485 79,583 SH   SOLE 0 0 0 79,583
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 36,104 368,000 SH   SOLE 0 0 0 368,000
ABBVIE INC COM COM 00287Y109 44,168 677,841 SH   SOLE 0 0 0 677,841
ACADIA PHARMACEUTICALS INC COM COM 004225108 5,398 157,000 SH   SOLE 0 0 0 157,000
ACTIVISION BLIZZARD INC COM COM 00507V109 44,976 902,051 SH   SOLE 0 0 0 902,051
ACUITY BRANDS INC COM COM 00508Y102 9,734 47,717 SH   SOLE 0 0 0 47,717
ADOBE SYS INC COM COM 00724F101 15,616 120,000 SH   SOLE 0 0 0 120,000
AERIE PHARMACEUTICALS INC COM COM 00771V108 3,311 73,000 SH   SOLE 0 0 0 73,000
AETNA INC NEW COM COM 00817Y108 28,409 222,732 SH   SOLE 0 0 0 222,732
AFFILIATED MANAGERS GROUP COM COM 008252108 25,853 157,700 SH   SOLE 0 0 0 157,700
AGIOS PHARMACEUTICALS INC COM COM 00847X104 1,168 20,000 SH   SOLE 0 0 0 20,000
ALBEMARLE CORP COM COM 012653101 3,740 35,404 SH   SOLE 0 0 0 35,404
ALEXION PHARMACEUTICALS INC COM COM 015351109 4,898 40,400 SH   SOLE 0 0 0 40,400
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 113,410 1,051,750 SH   SOLE 0 0 0 1,051,750
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 24,153 97,000 SH   SOLE 0 0 0 97,000
ALPHABET INC CAP STK CL C COM 02079K107 36,259 43,709 SH   SOLE 0 0 0 43,709
ALPHABET INC CAP STK CL A COM 02079K305 34,760 41,000 SH   SOLE 0 0 0 41,000
AMAZON COM INC COM COM 023135106 37,412 42,200 SH   SOLE 0 0 0 42,200
AMERICAN EXPRESS CO COM COM 025816109 9,098 115,000 SH   SOLE 0 0 0 115,000
AMGEN INC COM COM 031162100 3,797 23,140 SH   SOLE 0 0 0 23,140
AMPLIFY SNACK BRANDS COM COM 03211L102 4,830 575,000 SH   SOLE 0 0 0 575,000
ANSYS INC COM COM 03662Q105 29,368 274,800 SH   SOLE 0 0 0 274,800
ANTHEM INC COM COM 036752103 7,938 48,000 SH   SOLE 0 0 0 48,000
APPLE INC COM COM 037833100 90,621 630,800 SH   SOLE 0 0 0 630,800
ARRAY BIOPHARMA INC COM COM 04269X105 1,520 170,000 SH   SOLE 0 0 0 170,000
ASHLAND GLOBAL HLDGS INC COM COM 044186104 6,190 50,000 SH   SOLE 0 0 0 50,000
AUTOMATIC DATA PROCESSING IN COM COM 053015103 16,367 159,850 SH   SOLE 0 0 0 159,850
BAIDU INC SPON ADR REP A ADR 056752108 22,654 131,315 SH   SOLE 0 0 0 131,315
BALL CORP COM COM 058498106 26,362 355,000 SH   SOLE 0 0 0 355,000
BAXTER INTL INC COM COM 071813109 4,823 93,000 SH   SOLE 0 0 0 93,000
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 67,720 934,200 SH   SOLE 0 0 0 934,200
BRISTOL MYERS SQUIBB CO COM COM 110122108 4,653 85,560 SH   SOLE 0 0 0 85,560
CBS CORP NEW CL B COM 124857202 11,791 170,000 SH   SOLE 0 0 0 170,000
CAPELLA EDUCATION COMPANY COM COM 139594105 11,989 141,000 SH   SOLE 0 0 0 141,000
CARDINAL HEALTH INC COM COM 14149Y108 2,436 29,875 SH   SOLE 0 0 0 29,875
CASCADIAN THERAPEUTICS INC COM NEW COM 14740B606 348 84,000 SH   SOLE 0 0 0 84,000
CELGENE CORP COM COM 151020104 55,303 444,449 SH   SOLE 0 0 0 444,449
CENTENE CORP DEL COM COM 15135B101 12,079 169,500 SH   SOLE 0 0 0 169,500
CHINA LODGING GROUP LTD SPONSORED ADR ADR 16949N109 372 6,000 SH   SOLE 0 0 0 6,000
CHURCH & DWIGHT INC COM COM 171340102 16,347 327,800 SH   SOLE 0 0 0 327,800
CINEMARK HOLDINGS INC COM COM 17243V102 13,923 314,000 SH   SOLE 0 0 0 314,000
CISCO SYS INC COM COM 17275R102 15,886 470,000 SH   SOLE 0 0 0 470,000
COGNEX CORP COM COM 192422103 34,671 413,000 SH   SOLE 0 0 0 413,000
COHERUS BIOSCIENCES INC COM COM 19249H103 952 45,000 SH   SOLE 0 0 0 45,000
COLGATE PALMOLIVE CO COM COM 194162103 6,221 85,000 SH   SOLE 0 0 0 85,000
COMCAST CORP NEW CL A COM 20030N101 21,441 570,400 SH   SOLE 0 0 0 570,400
COOPER COS INC COM NEW COM 216648402 71,201 356,200 SH   SOLE 0 0 0 356,200
COVANTA HLDG CORP COM COM 22282E102 1,310 83,424 SH   SOLE 0 0 0 83,424
DEXCOM INC COM COM 252131107 847 10,000 SH   SOLE 0 0 0 10,000
DISNEY WALT CO COM DISNEY COM 254687106 46,943 414,000 SH   SOLE 0 0 0 414,000
EAST WEST BANCORP INC COM COM 27579R104 102,704 1,990,000 SH   SOLE 0 0 0 1,990,000
EATON VANCE CORP COM NON VTG COM 278265103 15,008 333,800 SH   SOLE 0 0 0 333,800
ECOLAB INC COM COM 278865100 8,774 70,000 SH   SOLE 0 0 0 70,000
ELECTRONIC ARTS INC COM COM 285512109 4,924 55,000 SH   SOLE 0 0 0 55,000
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 33,808 1,445,420 SH   SOLE 0 0 0 1,445,420
EVOLENT HEALTH INC CL A COM 30050B101 1,784 80,000 SH   SOLE 0 0 0 80,000
EXELIXIS INC COM COM 30161Q104 7,563 349,000 SH   SOLE 0 0 0 349,000
EXPEDIA INC DEL COM NEW COM 30212P303 6,308 50,000 SH   SOLE 0 0 0 50,000
FACEBOOK INC CL A COM 30303M102 70,315 495,000 SH   SOLE 0 0 0 495,000
FAIR ISAAC CORP COM COM 303250104 30,136 233,700 SH   SOLE 0 0 0 233,700
FIBROGEN INC COM COM 31572Q808 5,891 239,000 SH   SOLE 0 0 0 239,000
51JOB INC SP ADR REP COM ADR 316827104 14,407 393,000 SH   SOLE 0 0 0 393,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 62,290 664,000 SH   SOLE 0 0 0 664,000
FIRST SOLAR INC COM COM 336433107 1,341 49,496 SH   SOLE 0 0 0 49,496
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS ADR 344419106 5,472 61,820 SH   SOLE 0 0 0 61,820
GILEAD SCIENCES INC COM COM 375558103 6,104 89,870 SH   SOLE 0 0 0 89,870
GLAUKOS CORP COM COM 377322102 7,438 145,000 SH   SOLE 0 0 0 145,000
GRAND CANYON ED INC COM COM 38526M106 75,763 1,058,000 SH   SOLE 0 0 0 1,058,000
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B ADR 399909100 4,714 124,500 SH   SOLE 0 0 0 124,500
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B ADR 40051E202 59,605 344,059 SH   SOLE 0 0 0 344,059
HDFC BANK LTD ADR REPS 3 SHS ADR 40415F101 3,385 45,000 SH   SOLE 0 0 0 45,000
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 4,550 225,228 SH   SOLE 0 0 0 225,228
HOME DEPOT INC COM COM 437076102 47,397 322,804 SH   SOLE 0 0 0 322,804
HORMEL FOODS CORP COM COM 440452100 26,232 757,500 SH   SOLE 0 0 0 757,500
IAC INTERACTIVECORP COM COM 44919P508 49,908 677,000 SH   SOLE 0 0 0 677,000
IPG PHOTONICS CORP COM COM 44980X109 49,916 413,555 SH   SOLE 0 0 0 413,555
IMAX CORP COM COM 45245E109 4,420 130,000 SH   SOLE 0 0 0 130,000
INCYTE CORP COM COM 45337C102 802 6,000 SH   SOLE 0 0 0 6,000
INFOSYS LTD SPONSORED ADR ADR 456788108 15,579 986,000 SH   SOLE 0 0 0 986,000
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 12,273 205,000 SH   SOLE 0 0 0 205,000
INTUIT COM COM 461202103 22,021 189,850 SH   SOLE 0 0 0 189,850
ISHARES TR US REGNL BKS ETF COM 464288778 448 10,000 SH   SOLE 0 0 0 10,000
ISHARES BRAZIL SM-CP ETF COM 464289131 805 59,000 SH   SOLE 0 0 0 59,000
ITAU UNIBANCO HLDG SA SPON ADR REP PFD ADR 465562106 5,735 475,142 SH   SOLE 0 0 0 475,142
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 1,834 110,661 SH   SOLE 0 0 0 110,661
JOHNSON & JOHNSON COM COM 478160104 80,527 646,546 SH   SOLE 0 0 0 646,546
KADANT INC COM COM 48282T104 19,111 322,000 SH   SOLE 0 0 0 322,000
LCI INDS COM ADDED COM 50189K103 27,944 280,000 SH   SOLE 0 0 0 280,000
LAS VEGAS SANDS CORP COM COM 517834107 2,796 49,000 SH   SOLE 0 0 0 49,000
LAUDER ESTEE COS INC CL A COM 518439104 7,631 90,000 SH   SOLE 0 0 0 90,000
LILLY ELI & CO COM COM 532457108 22,536 267,940 SH   SOLE 0 0 0 267,940
MASTERCARD INCORPORATED CL A COM 57636Q104 68,877 612,400 SH   SOLE 0 0 0 612,400
MAXIMUS INC COM COM 577933104 17,851 287,000 SH   SOLE 0 0 0 287,000
MEDNAX INC COM COM 58502B106 16,651 240,000 SH   SOLE 0 0 0 240,000
MERCK & CO INC COM COM 58933Y105 6,926 109,000 SH   SOLE 0 0 0 109,000
MICROSOFT CORP COM COM 594918104 22,017 334,300 SH   SOLE 0 0 0 334,300
MIDDLEBY CORP COM COM 596278101 64,677 474,000 SH   SOLE 0 0 0 474,000
MINERVA NEUROSCIENCES INC COM COM 603380106 770 95,000 SH   SOLE 0 0 0 95,000
MOMO INC ADR ADR 60879B107 2,555 75,000 SH   SOLE 0 0 0 75,000
MONSANTO CO NEW COM COM 61166W101 5,094 45,000 SH   SOLE 0 0 0 45,000
NASDAQ INC COM COM 631103108 42,031 605,200 SH   SOLE 0 0 0 605,200
NETEASE INC SPONSORED ADR ADR 64110W102 153,848 541,719 SH   SOLE 0 0 0 541,719
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 5,196 120,000 SH   SOLE 0 0 0 120,000
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 13,163 218,000 SH   SOLE 0 0 0 218,000
NIKE INC CL B COM 654106103 33,042 592,900 SH   SOLE 0 0 0 592,900
NUANCE COMMUNICATIONS INC COM COM 67020Y100 14,921 862,000 SH   SOLE 0 0 0 862,000
NVIDIA CORP COM COM 67066G104 20,697 190,000 SH   SOLE 0 0 0 190,000
OBALON THERAPEUTICS INC COM COM 67424L100 641 60,000 SH   SOLE 0 0 0 60,000
ORMAT TECHNOLOGIES INC COM COM 686688102 4,359 76,371 SH   SOLE 0 0 0 76,371
PRA GROUP INC COM COM 69354N106 2,798 84,400 SH   SOLE 0 0 0 84,400
PAYPAL HLDGS INC COM COM 70450Y103 22,835 530,800 SH   SOLE 0 0 0 530,800
PFIZER INC COM COM 717081103 6,898 201,630 SH   SOLE 0 0 0 201,630
POOL CORPORATION COM COM 73278L105 41,527 348,000 SH   SOLE 0 0 0 348,000
PRAXAIR INC COM COM 74005P104 1,610 13,575 SH   SOLE 0 0 0 13,575
PRICELINE GRP INC COM NEW COM 741503403 34,816 19,560 SH   SOLE 0 0 0 19,560
PROGRESSIVE CORP OHIO COM COM 743315103 33,641 858,617 SH   SOLE 0 0 0 858,617
PROOFPOINT INC COM COM 743424103 6,172 83,000 SH   SOLE 0 0 0 83,000
PROSPERITY BANCSHARES INC COM COM 743606105 26,072 374,000 SH   SOLE 0 0 0 374,000
PROTO LABS INC COM COM 743713109 3,066 60,000 SH   SOLE 0 0 0 60,000
ROCKWELL AUTOMATION INC COM COM 773903109 20,351 130,700 SH   SOLE 0 0 0 130,700
ROLLINS INC COM COM 775711104 29,630 798,000 SH   SOLE 0 0 0 798,000
SAGE THERAPEUTICS INC COM COM 78667J108 1,279 18,000 SH   SOLE 0 0 0 18,000
SCOTTS MIRACLE GRO CO CL A COM 810186106 49,590 531,000 SH   SOLE 0 0 0 531,000
SENSIENT TECHNOLOGIES CORP COM COM 81725T100 83,120 1,048,700 SH   SOLE 0 0 0 1,048,700
SERVICE CORP INTL COM COM 817565104 63,767 2,065,000 SH   SOLE 0 0 0 2,065,000
SIGNATURE BK NEW YORK N Y COM COM 82669G104 69,447 468,000 SH   SOLE 0 0 0 468,000
SMITH A O COM COM 831865209 26,086 509,881 SH   SOLE 0 0 0 509,881
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 2,700 173,062 SH   SOLE 0 0 0 173,062
SOUTHSIDE BANCSHARES INC COM COM 84470P109 11,414 340,000 SH   SOLE 0 0 0 340,000
STARBUCKS CORP COM COM 855244109 12,846 220,000 SH   SOLE 0 0 0 220,000
STERICYCLE INC COM COM 858912108 2,072 25,000 SH   SOLE 0 0 0 25,000
SUNRUN INC COM COM 86771W105 3,464 641,475 SH   SOLE 0 0 0 641,475
SYNCHRONY FINL COM COM 87165B103 10,290 300,000 SH   SOLE 0 0 0 300,000
TD AMERITRADE HLDG CORP COM COM 87236Y108 5,829 150,000 SH   SOLE 0 0 0 150,000
TJX COS INC NEW COM COM 872540109 14,914 188,600 SH   SOLE 0 0 0 188,600
TPI COMPOSITES INC COM COM 87266J104 4,025 211,719 SH   SOLE 0 0 0 211,719
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR ADR 874039100 35,139 1,070,000 SH   SOLE 0 0 0 1,070,000
TAL ED GROUP ADS REPSTG COM COM 874080104 6,394 60,000 SH   SOLE 0 0 0 60,000
TESARO INC COM COM 881569107 1,077 7,000 SH   SOLE 0 0 0 7,000
TESLA INC COM COM 88160R101 3,290 11,822 SH   SOLE 0 0 0 11,822
THERMO FISHER SCIENTIFIC INC COM COM 883556102 15,508 100,965 SH   SOLE 0 0 0 100,965
TIME WARNER INC COM NEW COM 887317303 36,837 377,000 SH   SOLE 0 0 0 377,000
TRUPANION INC COM COM 898202106 6,399 450,000 SH   SOLE 0 0 0 450,000
UNITEDHEALTH GROUP INC COM COM 91324P102 70,869 432,100 SH   SOLE 0 0 0 432,100
UNIVERSAL DISPLAY CORP COM COM 91347P105 5,128 59,553 SH   SOLE 0 0 0 59,553
UNIVERSAL HLTH SVCS INC CL B COM 913903100 1,636 13,149 SH   SOLE 0 0 0 13,149
VCA INC COM COM 918194101 6,405 70,000 SH   SOLE 0 0 0 70,000
VAIL RESORTS INC COM COM 91879Q109 27,634 144,000 SH   SOLE 0 0 0 144,000
VIPSHOP HLDGS LTD SPONSORED ADR ADR 92763W103 1,734 130,000 SH   SOLE 0 0 0 130,000
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 10,381 125,000 SH   SOLE 0 0 0 125,000
WEIBO CORP SPONSORED ADR ADR 948596101 731 14,000 SH   SOLE 0 0 0 14,000
WESTROCK CO COM COM 96145D105 7,804 150,000 SH   SOLE 0 0 0 150,000
WYNN RESORTS LTD COM COM 983134107 1,375 12,000 SH   SOLE 0 0 0 12,000
XYLEM INC COM COM 98419M100 24,407 486,000 SH   SOLE 0 0 0 486,000
YY INC ADS REPCOM CLA COM 98426T106 2,490 54,000 SH   SOLE 0 0 0 54,000
ZELTIQ AESTHETICS INC COM COM 98933Q108 1,446 26,000 SH   SOLE 0 0 0 26,000