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
51JOB INC SPONSORED ADS COM 316827104 424 5,000 SH   SOLE 0 0 0 5,000
58 COM INC SPON ADR REP A ADR 31680Q104 12,368 191,077 SH   SOLE 0 0 0 191,077
ABBOTT LABS COM COM 002824100 98,672 1,135,987 SH   SOLE 0 0 0 1,135,987
ABBVIE INC COM COM 00287Y109 56,861 642,205 SH   SOLE 0 0 0 642,205
ACTIVISION BLIZZARD INC COM COM 00507V109 31,842 535,882 SH   SOLE 0 0 0 535,882
ADOBE INC COM COM 00724F101 23,787 72,122 SH   SOLE 0 0 0 72,122
AERIE PHARMACEUTICALS INC COM COM 00771V108 9,015 373,000 SH   SOLE 0 0 0 373,000
AGIOS PHARMACEUTICALS INC COM COM 00847X104 2,674 56,000 SH   SOLE 0 0 0 56,000
ALARM COM HLDGS INC COM COM 011642105 21,485 500,000 SH   SOLE 0 0 0 500,000
ALBEMARLE CORP COM COM 012653101 18,979 259,839 SH   SOLE 0 0 0 259,839
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 350,062 1,650,455 SH   SOLE 0 0 0 1,650,455
ALIGN TECHNOLOGY INC COM COM 016255101 6,418 23,000 SH   SOLE 0 0 0 23,000
ALLAKOS INC COM COM 01671P100 6,675 70,000 SH   SOLE 0 0 0 70,000
ALLEGION PUB LTD CO ORD SHS COM G0176J109 68,673 551,410 SH   SOLE 0 0 0 551,410
ALPHABET INC CAP STK CL A COM 02079K305 59,307 44,279 SH   SOLE 0 0 0 44,279
ALPHABET INC CAP STK CL C COM 02079K107 50,939 38,099 SH   SOLE 0 0 0 38,099
ALTERYX INC COM CL A COM 02156B103 4,003 40,000 SH   SOLE 0 0 0 40,000
AMAZON COM INC COM COM 023135106 94,711 51,255 SH   SOLE 0 0 0 51,255
AMERESCO INC CL A COM 02361E108 11,251 642,938 SH   SOLE 0 0 0 642,938
AMERICAN EXPRESS CO COM COM 025816109 18,250 146,600 SH   SOLE 0 0 0 146,600
AMGEN INC COM COM 031162100 54,416 225,728 SH   SOLE 0 0 0 225,728
ANSYS INC COM COM 03662Q105 22,274 86,532 SH   SOLE 0 0 0 86,532
APPLE INC COM COM 037833100 106,891 364,008 SH   SOLE 0 0 0 364,008
ARENA PHARMACEUTICALS INC COM NEW COM 040047607 3,179 70,000 SH   SOLE 0 0 0 70,000
ARROWHEAD PHARMACEUTICALS IN COM COM 04280A100 3,433 54,120 SH   SOLE 0 0 0 54,120
ASHLAND GLOBAL HLDGS INC COM COM 044186104 21,811 285,000 SH   SOLE 0 0 0 285,000
AUTOHOME INC SP ADR RP CL A ADR 05278C107 29,142 364,231 SH   SOLE 0 0 0 364,231
AUTOMATIC DATA PROCESSING IN COM COM 053015103 18,440 108,154 SH   SOLE 0 0 0 108,154
BAIDU INC SPON ADR REP A ADR 056752108 26,434 209,126 SH   SOLE 0 0 0 209,126
BAXTER INTL INC COM COM 071813109 27,176 325,000 SH   SOLE 0 0 0 325,000
BIOGEN INC COM COM 09062X103 13,018 43,872 SH   SOLE 0 0 0 43,872
BIOHAVEN PHARMACTL HLDG CO L COM COM G11196105 13,991 257,000 SH   SOLE 0 0 0 257,000
BLOOM ENERGY CORP COM CL A COM 093712107 5,569 745,509 SH   SOLE 0 0 0 745,509
BOINGO WIRELESS INC COM COM 09739C102 37,874 3,458,800 SH   SOLE 0 0 0 3,458,800
BOOKING HLDGS INC COM COM 09857L108 41,321 20,120 SH   SOLE 0 0 0 20,120
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 86,553 575,909 SH   SOLE 0 0 0 575,909
CAVCO INDS INC DEL COM COM 149568107 32,628 167,000 SH   SOLE 0 0 0 167,000
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 39,109 352,460 SH   SOLE 0 0 0 352,460
CHURCH & DWIGHT INC COM COM 171340102 16,257 231,125 SH   SOLE 0 0 0 231,125
COGNEX CORP COM COM 192422103 13,338 238,000 SH   SOLE 0 0 0 238,000
COLONY CAP INC NEW CL A COM COM 19626G108 9,262 1,950,000 SH   SOLE 0 0 0 1,950,000
COLUMBIA SPORTSWEAR CO COM COM 198516106 39,074 390,000 SH   SOLE 0 0 0 390,000
COMCAST CORP NEW CL A COM 20030N101 30,459 677,317 SH   SOLE 0 0 0 677,317
COOPER COS INC COM NEW COM 216648402 81,147 252,566 SH   SOLE 0 0 0 252,566
COSTCO WHSL CORP NEW COM COM 22160K105 9,832 33,450 SH   SOLE 0 0 0 33,450
CREDICORP LTD COM COM G2519Y108 18,852 88,452 SH   SOLE 0 0 0 88,452
CRYOPORT INC COM PAR $0.001 COM 229050307 6,913 420,000 SH   SOLE 0 0 0 420,000
DAQO NEW ENERGY CORP SPNSRD ADR NEW ADR 23703Q203 8,258 161,293 SH   SOLE 0 0 0 161,293
DARLING INGREDIENTS INC COM COM 237266101 39,210 1,396,356 SH   SOLE 0 0 0 1,396,356
DEXCOM INC COM COM 252131107 5,031 23,000 SH   SOLE 0 0 0 23,000
DIGIMARC CORP NEW COM COM 25381B101 5,370 160,000 SH   SOLE 0 0 0 160,000
DISNEY WALT CO COM DISNEY COM 254687106 57,717 399,066 SH   SOLE 0 0 0 399,066
EAST WEST BANCORP INC COM COM 27579R104 116,311 2,388,321 SH   SOLE 0 0 0 2,388,321
ECOLAB INC COM COM 278865100 7,903 40,950 SH   SOLE 0 0 0 40,950
EHEALTH INC COM COM 28238P109 11,530 120,000 SH   SOLE 0 0 0 120,000
EVERBRIDGE INC COM COM 29978A104 12,102 155,000 SH   SOLE 0 0 0 155,000
EVOQUA WATER TECHNOLOGIES CO COM COM 30057T105 14,023 740,000 SH   SOLE 0 0 0 740,000
EXACT SCIENCES CORP COM COM 30063P105 36,895 398,950 SH   SOLE 0 0 0 398,950
FACEBOOK INC CL A COM 30303M102 11,904 58,000 SH   SOLE 0 0 0 58,000
FAIR ISAAC CORP COM COM 303250104 68,117 181,800 SH   SOLE 0 0 0 181,800
FIBROGEN INC COM COM 31572Q808 2,831 66,000 SH   SOLE 0 0 0 66,000
FIDELITY NATL INFORMATION SV COM COM 31620M106 50,944 366,267 SH   SOLE 0 0 0 366,267
FIRST HORIZON NATL CORP COM COM 320517105 27,490 1,660,000 SH   SOLE 0 0 0 1,660,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 62,238 529,909 SH   SOLE 0 0 0 529,909
FIRST SOLAR INC COM COM 336433107 16,287 291,040 SH   SOLE 0 0 0 291,040
GATES INDUSTRIAL CORPRATIN P ORD SHS COM G39108108 2,707 196,731 SH   SOLE 0 0 0 196,731
GLU MOBILE INC COM COM 379890106 9,680 1,600,000 SH   SOLE 0 0 0 1,600,000
GRAND CANYON ED INC COM COM 38526M106 116,902 1,220,401 SH   SOLE 0 0 0 1,220,401
GUARDANT HEALTH INC COM COM 40131M109 3,360 43,000 SH   SOLE 0 0 0 43,000
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 23,389 726,827 SH   SOLE 0 0 0 726,827
HDFC BANK LTD SPONSORED ADS COM 40415F101 2,570 40,560 SH   SOLE 0 0 0 40,560
HOME DEPOT INC COM COM 437076102 65,109 298,144 SH   SOLE 0 0 0 298,144
HUAZHU GROUP LTD SPONSORED ADS COM 44332N106 841 21,000 SH   SOLE 0 0 0 21,000
IAA INC COM COM 449253103 20,471 435,000 SH   SOLE 0 0 0 435,000
IAC INTERACTIVECORP COM COM 44919P508 93,700 376,138 SH   SOLE 0 0 0 376,138
ILLUMINA INC COM COM 452327109 5,601 16,884 SH   SOLE 0 0 0 16,884
INSULET CORP COM COM 45784P101 8,560 50,000 SH   SOLE 0 0 0 50,000
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 12,291 132,800 SH   SOLE 0 0 0 132,800
INTUIT COM COM 461202103 30,801 117,594 SH   SOLE 0 0 0 117,594
IPG PHOTONICS CORP COM COM 44980X109 6,149 42,428 SH   SOLE 0 0 0 42,428
ITAU UNIBANCO HLDG SA SPON ADR REP PFD ADR 465562106 931 101,705 SH   SOLE 0 0 0 101,705
JD COM INC SPON ADR CL A ADR 47215P106 32,059 910,000 SH   SOLE 0 0 0 910,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 6,180 274,797 SH   SOLE 0 0 0 274,797
JOHNSON & JOHNSON COM COM 478160104 36,169 247,951 SH   SOLE 0 0 0 247,951
KADANT INC COM COM 48282T104 69,524 660,000 SH   SOLE 0 0 0 660,000
KAR AUCTION SVCS INC COM COM 48238T109 8,716 400,000 SH   SOLE 0 0 0 400,000
KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 16,985 165,500 SH   SOLE 0 0 0 165,500
KROGER CO COM COM 501044101 23,192 800,000 SH   SOLE 0 0 0 800,000
LAUDER ESTEE COS INC CL A COM 518439104 29,378 142,241 SH   SOLE 0 0 0 142,241
LCI INDS COM COM 50189K103 24,104 225,000 SH   SOLE 0 0 0 225,000
LILLY ELI & CO COM COM 532457108 119,794 911,469 SH   SOLE 0 0 0 911,469
LOOP INDS INC COM COM 543518104 4,577 462,307 SH   SOLE 0 0 0 462,307
MASIMO CORP COM COM 574795100 29,004 183,500 SH   SOLE 0 0 0 183,500
MASTEC INC COM COM 576323109 40,677 634,000 SH   SOLE 0 0 0 634,000
MASTERCARD INC CL A COM 57636Q104 121,452 406,751 SH   SOLE 0 0 0 406,751
MAXIMUS INC COM COM 577933104 26,408 355,000 SH   SOLE 0 0 0 355,000
MELLANOX TECHNOLOGIES LTD SHS COM M51363113 46,255 394,731 SH   SOLE 0 0 0 394,731
MERCK & CO INC COM COM 58933Y105 62,818 690,683 SH   SOLE 0 0 0 690,683
MICROSOFT CORP COM COM 594918104 161,279 1,022,698 SH   SOLE 0 0 0 1,022,698
MIRATI THERAPEUTICS INC COM COM 60468T105 4,059 31,500 SH   SOLE 0 0 0 31,500
MOMO INC ADR ADR 60879B107 31,894 952,070 SH   SOLE 0 0 0 952,070
MSA SAFETY INC COM COM 553498106 32,146 254,400 SH   SOLE 0 0 0 254,400
MYOKARDIA INC COM COM 62857M105 3,863 53,000 SH   SOLE 0 0 0 53,000
NAPCO SEC TECHNOLOGIES INC COM COM 630402105 2,939 100,000 SH   SOLE 0 0 0 100,000
NASDAQ INC COM COM 631103108 64,737 604,451 SH   SOLE 0 0 0 604,451
NATIONAL BK HLDGS CORP CL A COM 633707104 20,075 570,000 SH   SOLE 0 0 0 570,000
NETEASE INC SPONSORED ADS COM 64110W102 51,195 166,956 SH   SOLE 0 0 0 166,956
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 18,166 169,000 SH   SOLE 0 0 0 169,000
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 31,416 259,104 SH   SOLE 0 0 0 259,104
NEXTERA ENERGY INC COM COM 65339F101 6,163 25,450 SH   SOLE 0 0 0 25,450
NIKE INC CL B COM 654106103 20,749 204,803 SH   SOLE 0 0 0 204,803
NUANCE COMMUNICATIONS INC COM COM 67020Y100 59,232 3,322,057 SH   SOLE 0 0 0 3,322,057
NVIDIA CORP COM COM 67066G104 47,320 201,106 SH   SOLE 0 0 0 201,106
ORMAT TECHNOLOGIES INC COM COM 686688102 8,685 116,541 SH   SOLE 0 0 0 116,541
PARK CITY GROUP INC COM NEW COM 700215304 7,641 1,510,000 SH   SOLE 0 0 0 1,510,000
PAYPAL HLDGS INC COM COM 70450Y103 63,137 583,680 SH   SOLE 0 0 0 583,680
PLANET FITNESS INC CL A COM 72703H101 15,256 204,280 SH   SOLE 0 0 0 204,280
PLURALSIGHT INC COM CL A COM 72941B106 6,368 370,000 SH   SOLE 0 0 0 370,000
POOL CORPORATION COM COM 73278L105 117,873 555,009 SH   SOLE 0 0 0 555,009
PROGRESSIVE CORP OHIO COM COM 743315103 62,006 856,552 SH   SOLE 0 0 0 856,552
PROOFPOINT INC COM COM 743424103 17,791 155,000 SH   SOLE 0 0 0 155,000
PROSPERITY BANCSHARES INC COM COM 743606105 37,965 528,100 SH   SOLE 0 0 0 528,100
PROTO LABS INC COM COM 743713109 24,537 241,627 SH   SOLE 0 0 0 241,627
PTC THERAPEUTICS INC COM COM 69366J200 18,395 383,000 SH   SOLE 0 0 0 383,000
QUALCOMM INC COM COM 747525103 20,293 230,000 SH   SOLE 0 0 0 230,000
QUDIAN INC ADR ADR 747798106 283 60,000 SH   SOLE 0 0 0 60,000
REATA PHARMACEUTICALS INC CL A COM 75615P103 3,066 15,000 SH   SOLE 0 0 0 15,000
REDFIN CORP COM COM 75737F108 13,741 650,000 SH   SOLE 0 0 0 650,000
REEDS INC COM COM 758338107 3,071 3,375,000 SH   SOLE 0 0 0 3,375,000
RENEWABLE ENERGY GROUP INC COM NEW COM 75972A301 13,761 510,607 SH   SOLE 0 0 0 510,607
ROCKWELL AUTOMATION INC COM COM 773903109 9,883 48,766 SH   SOLE 0 0 0 48,766
ROLLINS INC COM COM 775711104 16,414 495,000 SH   SOLE 0 0 0 495,000
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 48,711 364,848 SH   SOLE 0 0 0 364,848
SALESFORCE COM INC COM COM 79466L302 22,721 139,700 SH   SOLE 0 0 0 139,700
SAREPTA THERAPEUTICS INC COM COM 803607100 2,774 21,500 SH   SOLE 0 0 0 21,500
SERVICE CORP INTL COM COM 817565104 144,473 3,138,665 SH   SOLE 0 0 0 3,138,665
SMITH A O CORP COM COM 831865209 7,567 158,836 SH   SOLE 0 0 0 158,836
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 27,263 286,709 SH   SOLE 0 0 0 286,709
SOUTHSIDE BANCSHARES INC COM COM 84470P109 22,284 600,000 SH   SOLE 0 0 0 600,000
STARBUCKS CORP COM COM 855244109 14,181 161,300 SH   SOLE 0 0 0 161,300
STRATEGIC ED INC COM COM 86272C103 22,246 140,000 SH   SOLE 0 0 0 140,000
SUNRUN INC COM COM 86771W105 8,015 580,400 SH   SOLE 0 0 0 580,400
SVB FINL GROUP COM COM 78486Q101 48,789 194,347 SH   SOLE 0 0 0 194,347
TABULA RASA HEALTHCARE INC COM COM 873379101 12,170 250,000 SH   SOLE 0 0 0 250,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS COM 874039100 63,409 1,091,384 SH   SOLE 0 0 0 1,091,384
TAL EDUCATION GROUP SPONSORED ADS COM 874080104 1,162 24,100 SH   SOLE 0 0 0 24,100
TELADOC HEALTH INC COM COM 87918A105 21,176 252,939 SH   SOLE 0 0 0 252,939
TENCENT MUSIC ENTMT GROUP SPON ADS COM 88034P109 704 60,000 SH   SOLE 0 0 0 60,000
TESLA INC COM COM 88160R101 4,273 10,214 SH   SOLE 0 0 0 10,214
THERMO FISHER SCIENTIFIC INC COM COM 883556102 115,106 354,313 SH   SOLE 0 0 0 354,313
TIVITY HEALTH INC COM COM 88870R102 17,904 880,000 SH   SOLE 0 0 0 880,000
TJX COS INC NEW COM COM 872540109 13,307 217,936 SH   SOLE 0 0 0 217,936
TPI COMPOSITES INC COM COM 87266J104 40,530 2,189,611 SH   SOLE 0 0 0 2,189,611
TREX CO INC COM COM 89531P105 50,896 566,269 SH   SOLE 0 0 0 566,269
TRUPANION INC COM COM 898202106 18,730 500,000 SH   SOLE 0 0 0 500,000
TYLER TECHNOLOGIES INC COM COM 902252105 12,751 42,500 SH   SOLE 0 0 0 42,500
UNITEDHEALTH GROUP INC COM COM 91324P102 180,694 614,646 SH   SOLE 0 0 0 614,646
UNIVERSAL DISPLAY CORP COM COM 91347P105 2,096 10,169 SH   SOLE 0 0 0 10,169
VAIL RESORTS INC COM COM 91879Q109 45,568 190,000 SH   SOLE 0 0 0 190,000
WATSCO INC COM COM 942622200 28,824 160,000 SH   SOLE 0 0 0 160,000
VEEVA SYS INC CL A COM COM 922475108 11,383 80,924 SH   SOLE 0 0 0 80,924
WEIBO CORP SPONSORED ADR ADR 948596101 3,043 65,648 SH   SOLE 0 0 0 65,648
WELBILT INC COM COM 949090104 23,313 1,493,494 SH   SOLE 0 0 0 1,493,494
VERTEX PHARMACEUTICALS INC COM COM 92532F100 30,151 137,708 SH   SOLE 0 0 0 137,708
WESTERN ALLIANCE BANCORP COM COM 957638109 31,350 550,000 SH   SOLE 0 0 0 550,000
WESTROCK CO COM COM 96145D105 12,861 299,709 SH   SOLE 0 0 0 299,709
WILLDAN GROUP INC COM COM 96924N100 12,015 378,081 SH   SOLE 0 0 0 378,081
VISTEON CORP COM NEW COM 92839U206 9,525 110,000 SH   SOLE 0 0 0 110,000
XYLEM INC COM COM 98419M100 39,485 501,136 SH   SOLE 0 0 0 501,136
YANDEX N V SHS CLASS A COM N97284108 15,953 366,809 SH   SOLE 0 0 0 366,809
YUM CHINA HLDGS INC COM COM 98850P109 6,001 125,000 SH   SOLE 0 0 0 125,000
ZIONS BANCORPORATION N A COM COM 989701107 13,447 259,000 SH   SOLE 0 0 0 259,000
ZOGENIX INC COM NEW COM 98978L204 3,128 60,000 SH   SOLE 0 0 0 60,000
ZTO EXPRESS CAYMAN INC SPONSORED ADS A COM 98980A105 2,102 90,000 SH   SOLE 0 0 0 90,000
AQUAVENTURE HLDGS LTD SHS COM G0443N107 33,629 1,240,000 SH   SOLE 0 0 0 1,240,000
AZURE PWR GLOBAL LTD SHS COM V0393H103 9,889 786,120 SH   SOLE 0 0 0 786,120
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 22,677 1,295,857 SH   SOLE 0 0 0 1,295,857
EVERSPIN TECHNOLOGIES INC COM COM 30041T104 3,423 650,691 SH   SOLE 0 0 0 650,691
GLOBAL WTR RES INC COM COM 379463102 16,795 1,277,150 SH   SOLE 0 0 0 1,277,150
INTERCORP FINL SVCS INC SHS COM P5626F128 17,608 426,345 SH   SOLE 0 0 0 426,345
SHOTSPOTTER INC COM COM 82536T107 5,738 225,000 SH   SOLE 0 0 0 225,000
SUNNOVA ENERGY INTL INC COM COM 86745K104 33,973 3,044,164 SH   SOLE 0 0 0 3,044,164