0000950123-20-011278.txt : 20201112 0000950123-20-011278.hdr.sgml : 20201112 20201112062752 ACCESSION NUMBER: 0000950123-20-011278 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201112 DATE AS OF CHANGE: 20201112 EFFECTIVENESS DATE: 20201112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Artisan Partners Limited Partnership CENTRAL INDEX KEY: 0001466153 IRS NUMBER: 300551775 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13578 FILM NUMBER: 201303150 BUSINESS ADDRESS: STREET 1: 875 E WISCONSIN AVE STREET 2: STE 800 CITY: MILWAUKEE STATE: WI ZIP: 53202 BUSINESS PHONE: (414) 390-6100 MAIL ADDRESS: STREET 1: 875 E WISCONSIN AVE STREET 2: STE 800 CITY: MILWAUKEE STATE: WI ZIP: 53202 13F-HR 1 primary_doc.xml 13F-HR LIVE 0001466153 XXXXXXXX 09-30-2020 09-30-2020 false Artisan Partners Limited Partnership
875 E Wisconsin Ave Ste 800 Milwaukee WI 53202
13F HOLDINGS REPORT 028-13578 N
Gregory K. Ramirez Vice President 414-390-6100 /s/ Gregory K. Ramirez Milwaukee WI 11-12-2020 0 327 70797090 false
INFORMATION TABLE 2 1687.xml INFORMATION TABLE FOR FORM 13F ABBVIE INC COM 00287Y109 43225 493492 SH SOLE 493492 0 0 ACADIA PHARMACEUTICALS INC COM 004225108 41124 996942 SH SOLE 666815 0 330127 ACCELERON PHARMA INC COM 00434H108 132804 1180167 SH SOLE 922643 0 257524 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 390997 1730152 SH SOLE 1471222 0 258930 ACTIVISION BLIZZARD INC COM 00507V109 620690 7667573 SH SOLE 6976989 0 690584 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 99885 2053982 SH SOLE 1877083 0 176899 ADVANCE AUTO PARTS INC COM 00751Y106 252159 1642727 SH SOLE 1465203 0 177524 ADVANCED DRAIN SYS INC DEL COM 00790R104 24897 398735 SH SOLE 331413 0 67322 ADVANCED MICRO DEVICES INC COM 007903107 984996 12013617 SH SOLE 10938749 0 1074868 ADVANCED MICRO DEVICES INC OPTIONS 007903107 81137 989600 SH Call SOLE 0 0 0 AFYA LTD CL A COM G01125106 40408 1483401 SH SOLE 1250955 0 232446 AGILENT TECHNOLOGIES INC COM 00846U101 545033 5399578 SH SOLE 5051278 0 348300 AGIOS PHARMACEUTICALS INC COM 00847X104 11744 335539 SH SOLE 283267 0 52272 AIR LEASE CORP CL A 00912X302 158187 5376842 SH SOLE 4999610 0 377232 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1840763 6261524 SH SOLE 5592534 0 668990 ALKERMES PLC SHS G01767105 29215 1763133 SH SOLE 1485785 0 277348 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 23834 163692 SH SOLE 138042 0 25650 ALPHABET INC CAP STK CL A 02079K305 1396223 952663 SH SOLE 841566 0 111097 ALPHABET INC CAP STK CL C 02079K107 552689 376081 SH SOLE 343096 0 32985 ALTRIA GROUP INC COM 02209S103 80623 2086514 SH SOLE 2086514 0 0 AMARIN CORP PLC SPONS ADR NEW 023111206 21862 5192890 SH SOLE 4248945 0 943945 AMAZON COM INC COM 023135106 673598 213927 SH SOLE 185803 0 28124 AMAZON COM INC OPTIONS 023135106 11335 3600 SH Put SOLE 0 0 0 AMERCO COM 023586100 97930 275100 SH SOLE 236115 0 38985 AMEREN CORP COM 023608102 232868 2944712 SH SOLE 2805553 0 139159 AMERICAN EXPRESS CO COM 025816109 532236 5309083 SH SOLE 4735291 0 573792 AMERISOURCEBERGEN CORP COM 03073E105 65978 680750 SH SOLE 578647 0 102103 AMETEK INC COM 031100100 84627 851378 SH SOLE 851378 0 0 AMPHENOL CORP NEW CL A 032095101 102609 947710 SH SOLE 947710 0 0 ANALOG DEVICES INC COM 032654105 244088 2090867 SH SOLE 1939000 0 151867 ANALOG DEVICES INC OPTIONS 032654105 63693 545600 SH Call SOLE 0 0 0 ANTHEM INC COM 036752103 576650 2146952 SH SOLE 1914746 0 232206 AON PLC SHS CL A G0403H108 921991 4469177 SH SOLE 3913214 0 555963 AON PLC OPTIONS G0403H108 57558 279000 SH Call SOLE 0 0 0 APPLE INC COM 037833100 228544 1973442 SH SOLE 1973442 0 0 APREA THERAPEUTICS INC COM 03836J102 7003 291075 SH SOLE 245399 0 45676 APTIV PLC SHS G6095L109 544082 5934575 SH SOLE 5483523 0 451052 ARCH CAP GROUP LTD ORD G0450A105 936399 32013642 SH SOLE 29817843 0 2195799 ARCO PLATFORM LTD COM CL A G04553106 3972 97252 SH SOLE 50269 0 46983 ARGENX SE SPONSORED ADR 04016X101 492625 1876525 SH SOLE 1683347 0 193178 ARISTA NETWORKS INC COM 040413106 571911 2763791 SH SOLE 2516395 0 247396 ARROW ELECTRS INC COM 042735100 64320 817690 SH SOLE 694992 0 122698 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 866540 5615217 SH SOLE 4849001 0 766216 ASML HOLDING N V N Y REGISTRY SHS N07059210 207653 562334 SH SOLE 562334 0 0 ATLASSIAN CORP PLC CL A G06242104 987039 5429558 SH SOLE 5003511 0 426047 AUTONATION INC COM 05329W102 224739 4245970 SH SOLE 3922217 0 323753 AVALARA INC COM 05338G106 96403 757052 SH SOLE 628591 0 128461 AXALTA COATING SYS LTD COM G0750C108 7632 344260 SH SOLE 295033 0 49227 BAIDU INC SPON ADR REP A 056752108 1067717 8434447 SH SOLE 7678026 0 756421 BALL CORP COM 058498106 121759 1464854 SH SOLE 1395287 0 69567 BANK NEW YORK MELLON CORP COM 064058100 567545 16527226 SH SOLE 14740078 0 1787148 BAOZUN INC SPONSORED ADR 06684L103 4383 134896 SH SOLE 68126 0 66770 BENTLEY SYS INC COM CL B 08265T208 4898 155986 SH SOLE 129642 0 26344 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 763159 3583914 SH SOLE 3272662 0 311252 BEYOND MEAT INC COM 08862E109 77117 464393 SH SOLE 442337 0 22056 BIONTECH SE SPONSORED ADS 09075V102 123208 1779693 SH SOLE 1693949 0 85744 BK OF AMERICA CORP COM 060505104 334775 13896847 SH SOLE 12644941 0 1251906 BLACKLINE INC COM 09239B109 207806 2318491 SH SOLE 1856571 0 461920 BLACKROCK INC COM 09247X101 93055 165123 SH SOLE 165123 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 15660 300000 SH SOLE 300000 0 0 BLOCK H & R INC COM 093671105 51032 3132708 SH SOLE 2664646 0 468062 BLUEPRINT MEDICINES CORP COM 09627Y109 33180 357928 SH SOLE 239277 0 118651 BOK FINL CORP COM NEW 05561Q201 20703 401915 SH SOLE 344361 0 57554 BOOKING HOLDINGS INC COM 09857L108 685726 400850 SH SOLE 365438 0 35412 BORGWARNER INC COM 099724106 87643 2262337 SH SOLE 1924308 0 338029 BOSTON BEER INC CL A 100557107 43714 49486 SH SOLE 47102 0 2384 BOSTON SCIENTIFIC CORP COM 101137107 603170 15785671 SH SOLE 14049841 0 1735830 BRIGHT HORIZONS FAM SOL IN D COM 109194100 149355 982342 SH SOLE 872740 0 109602 BRISTOL-MYERS SQUIBB CO COM 110122108 33490 555479 SH SOLE 371191 0 184288 BURLINGTON STORES INC COM 122017106 243528 1181658 SH SOLE 1086324 0 95334 BWX TECHNOLOGIES INC COM 05605H100 46897 832832 SH SOLE 691969 0 140863 CAE INC COM 124765108 44517 3042975 SH SOLE 2564843 0 478132 CANADIAN PAC RY LTD COM 13645T100 301295 990468 SH SOLE 807768 0 182700 CARRIER GLOBAL CORPORATION COM 14448C104 24154 790884 SH SOLE 528271 0 262613 CASEYS GEN STORES INC COM 147528103 69055 388715 SH SOLE 323041 0 65674 CATALENT INC COM 148806102 383238 4473944 SH SOLE 4235541 0 238403 CELANESE CORP DEL COM 150870103 126221 1174699 SH SOLE 1075200 0 99499 CENTENE CORP DEL COM 15135B101 305100 5230581 SH SOLE 4748469 0 482112 CERIDIAN HCM HLDG INC COM 15677J108 556921 6738306 SH SOLE 6178664 0 559642 CHARTER COMMUNICATIONS INC N CL A 16119P108 71323 114237 SH SOLE 114237 0 0 CHEGG INC COM 163092109 500504 7005934 SH SOLE 6259196 0 746738 CHEWY INC CL A 16679L109 76016 1386386 SH SOLE 1320271 0 66115 CHINDATA GROUP HLDGS LTD ADS 16955F107 826 50881 SH SOLE 34156 0 16725 CHIPOTLE MEXICAN GRILL INC COM 169656105 254133 204335 SH SOLE 193962 0 10373 CIGNA CORP NEW COM 125523100 28088 165797 SH SOLE 110841 0 54956 CINTAS CORP COM 172908105 156607 470530 SH SOLE 433342 0 37188 CISCO SYS INC COM 17275R102 82389 2091631 SH SOLE 2091631 0 0 CITIGROUP INC COM NEW 172967424 505999 11737395 SH SOLE 10568727 0 1168668 CLARIVATE PLC ORD SHS G21810109 193198 6234197 SH SOLE 4698585 0 1535612 CLOUDFLARE INC CL A COM 18915M107 15540 378475 SH SOLE 378475 0 0 CMS ENERGY CORP COM 125896100 196601 3201443 SH SOLE 2902475 0 298968 CNH INDL N V SHS N20944109 604 77194 SH SOLE 77194 0 0 COCA COLA EUROPEAN PARTNERS SHS G25839104 154504 3981037 SH SOLE 3288317 0 692720 COGNEX CORP COM 192422103 243035 3733251 SH SOLE 3386294 0 346957 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 783448 11285619 SH SOLE 10064259 0 1221360 COMCAST CORP NEW CL A 20030N101 131263 2837512 SH SOLE 2837512 0 0 COMPUGEN LTD ORD M25722105 9505 584938 SH SOLE 493669 0 91269 COPA HOLDINGS SA CL A P31076105 3465 68822 SH SOLE 35435 0 33387 COPART INC COM 217204106 92422 878871 SH SOLE 878871 0 0 COPART INC OPTIONS 217204106 58175 553200 SH Call SOLE 0 0 0 CORTEVA INC COM 22052L104 57800 2006259 SH SOLE 1717863 0 288396 CREDICORP LTD COM G2519Y108 4770 38470 SH SOLE 19860 0 18610 CREE INC COM 225447101 186111 2919842 SH SOLE 2409681 0 510161 DANAHER CORPORATION COM 235851102 701700 3258718 SH SOLE 2965295 0 293423 DATADOG INC CL A COM 23804L103 196991 1928259 SH SOLE 1834187 0 94072 DENTSPLY SIRONA INC COM 24906P109 677536 15493615 SH SOLE 13745232 0 1748383 DESCARTES SYS GROUP INC COM 249906108 43678 766763 SH SOLE 645363 0 121400 DESPEGAR COM CORP ORD SHS G27358103 2582 405900 SH SOLE 211686 0 194214 DEXCOM INC COM 252131107 457689 1110276 SH SOLE 1043930 0 66346 DISNEY WALT CO COM DISNEY 254687106 2466 19872 SH SOLE 19872 0 0 DISNEY WALT CO OPTIONS 254687106 42932 346000 SH Call SOLE 0 0 0 DUPONT DE NEMOURS INC COM 26614N102 36386 655834 SH SOLE 655834 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 94495 1888018 SH SOLE 1888018 0 0 EIDOS THERAPEUTICS INC COM 28249H104 21764 430709 SH SOLE 287603 0 143106 ELECTRONIC ARTS INC COM 285512109 103145 790926 SH SOLE 736525 0 54401 EOG RES INC COM 26875P101 43440 1208670 SH SOLE 1208670 0 0 EVO PMTS INC CL A COM 26927E104 36013 1449196 SH SOLE 1204405 0 244791 EXACT SCIENCES CORP COM 30063P105 303837 2980253 SH SOLE 2838130 0 142123 EXPEDIA GROUP INC COM NEW 30212P303 668100 7286513 SH SOLE 6454333 0 832180 EXPEDITORS INTL WASH INC COM 302130109 82481 911187 SH SOLE 781750 0 129437 EZCORP INC NOTE 2.375% 5/0 302301AE6 779 1000000 SH SOLE 0 0 1000000 EZCORP INC NOTE 2.875% 7/0 302301AF3 772 875000 SH SOLE 0 0 875000 FABRINET SHS G3323L100 38307 607765 SH SOLE 512621 0 95144 FACEBOOK INC CL A 30303M102 772575 2949886 SH SOLE 2653153 0 296733 FEDEX CORP COM 31428X106 1159575 4610268 SH SOLE 4171227 0 439041 FEDEX CORP OPTIONS 31428X106 101136 402100 SH Call SOLE 0 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 1597774 10853704 SH SOLE 9971314 0 882390 FIDELITY NATL INFORMATION SV OPTIONS 31620M106 56588 384400 SH Call SOLE 0 0 0 FIFTH THIRD BANCORP COM 316773100 77239 3622844 SH SOLE 3187154 0 435690 FIRST REP BK SAN FRANCISCO C COM 33616C100 17048 156318 SH SOLE 85310 0 71008 FLEXION THERAPEUTICS INC COM 33938J106 26605 2555721 SH SOLE 2153715 0 402006 FLOOR & DECOR HLDGS INC CL A 339750101 68141 910970 SH SOLE 755774 0 155196 FORTIVE CORP COM 34959J108 781284 10251723 SH SOLE 9812245 0 439478 GCI LIBERTY INC COM CLASS A 36164V305 44460 542460 SH SOLE 474598 0 67862 GENERAC HLDGS INC COM 368736104 98301 507650 SH SOLE 482218 0 25432 GENMAB A/S SPONSORED ADS 372303206 155812 4256006 SH SOLE 3755661 0 500345 GENTEX CORP COM 371901109 96292 3739490 SH SOLE 3180764 0 558726 GLAUKOS CORP COM 377322102 101562 2050920 SH SOLE 1713320 0 337600 GLOBAL PMTS INC COM 37940X102 693662 3906194 SH SOLE 3596003 0 310191 GLOBAL PMTS INC OPTIONS 37940X102 102446 576900 SH Call SOLE 0 0 0 GLOBANT S A COM L44385109 6041 33705 SH SOLE 17421 0 16284 GLOBE LIFE INC COM 37959E102 90582 1133691 SH SOLE 999013 0 134678 GOLDMAN SACHS GROUP INC COM 38141G104 94302 469233 SH SOLE 469233 0 0 GOODRX HLDGS INC COM CL A 38246G108 41196 740931 SH SOLE 705571 0 35360 GUIDEWIRE SOFTWARE INC COM 40171V100 351811 3374035 SH SOLE 2998147 0 375888 HALOZYME THERAPEUTICS INC COM 40637H109 407811 15517924 SH SOLE 12786742 0 2731182 HDFC BANK LTD SPONSORED ADS 40415F101 303382 6072507 SH SOLE 6072507 0 0 HERON THERAPEUTICS INC COM 427746102 16367 1104370 SH SOLE 929686 0 174684 HORIZON THERAPEUTICS PUB L SHS G46188101 11827 152259 SH SOLE 101729 0 50530 HUBSPOT INC COM 443573100 564638 1932169 SH SOLE 1760133 0 172036 I MAB SPONSORED ADS 44975P103 30249 643190 SH SOLE 543041 0 100149 IAC INTERACTIVECORP NEW COM 44891N109 76080 635168 SH SOLE 544583 0 90585 ICICI BANK LIMITED ADR 45104G104 6985 710603 SH SOLE 288588 0 422015 IDEX CORP COM 45167R104 125305 686941 SH SOLE 652648 0 34293 IHS MARKIT LTD SHS G47567105 1216829 15499034 SH SOLE 14169591 0 1329443 ILLUMINA INC COM 452327109 48856 158069 SH SOLE 105669 0 52400 IMPERIAL OIL LTD COM NEW 453038408 382930 31988112 SH SOLE 29394320 0 2593792 INGERSOLL RAND INC COM 45687V106 363789 10218789 SH SOLE 8979688 0 1239101 INSMED INC COM PAR $.01 457669307 34182 1063545 SH SOLE 896973 0 166572 INSPIRE MED SYS INC COM 457730109 25916 200825 SH SOLE 169421 0 31404 INTERCONTINENTAL EXCHANGE IN COM 45866F104 341632 3414610 SH SOLE 2892153 0 522457 INTERSECT ENT INC COM 46071F103 31430 1927010 SH SOLE 1624466 0 302544 INVITAE CORP COM 46185L103 37948 875380 SH SOLE 727490 0 147890 IOVANCE BIOTHERAPEUTICS INC COM 462260100 93237 2832238 SH SOLE 2352759 0 479479 IPG PHOTONICS CORP COM 44980X109 131269 772309 SH SOLE 709807 0 62502 IQIYI INC SPONSORED ADS 46267X108 4468 197891 SH SOLE 99748 0 98143 IRHYTHM TECHNOLOGIES INC COM 450056106 96519 405353 SH SOLE 336862 0 68491 ISHARES INC MSCI STH KOR ETF 464286772 42787 654831 SH SOLE 0 0 654831 ISHARES TR INDIA 50 ETF 464289529 18638 535121 SH SOLE 219845 0 315276 JFROG LTD ORD SHS M6191J100 27212 321467 SH SOLE 267244 0 54223 JOHN BEAN TECHNOLOGIES CORP COM 477839104 95099 1034925 SH SOLE 859227 0 175698 JOHNSON CTLS INTL PLC SHS G51502105 37094 908055 SH SOLE 606873 0 301182 KIRBY CORP COM 497266106 27473 759540 SH SOLE 591337 0 168203 KORNIT DIGITAL LTD SHS M6372Q113 97341 1500557 SH SOLE 1265476 0 235081 KROGER CO COM 501044101 69165 2039659 SH SOLE 1733620 0 306039 L3HARRIS TECHNOLOGIES INC COM 502431109 551638 3247985 SH SOLE 3089007 0 158978 LAMAR ADVERTISING CO NEW CL A 512816109 73989 1118170 SH SOLE 948527 0 169643 LAMB WESTON HLDGS INC COM 513272104 22080 333183 SH SOLE 222751 0 110432 LATTICE SEMICONDUCTOR CORP COM 518415104 298667 10313100 SH SOLE 9035980 0 1277120 LAUDER ESTEE COS INC CL A 518439104 209966 962045 SH SOLE 962045 0 0 LEMONADE INC COM 52567D107 15550 312749 SH SOLE 259922 0 52827 LIONS GATE ENTMNT CORP CL A VTG 535919401 21665 2285350 SH SOLE 1935734 0 349616 LIONS GATE ENTMNT CORP CL B NON VTG 535919500 21706 2489229 SH SOLE 2110629 0 378600 LIVEPERSON INC COM 538146101 164914 3172028 SH SOLE 2636112 0 535916 LIVERAMP HLDGS INC COM 53815P108 57951 1119395 SH SOLE 930267 0 189128 LOWES COS INC COM 548661107 1168454 7044821 SH SOLE 6406593 0 638228 LULULEMON ATHLETICA INC COM 550021109 80605 244726 SH SOLE 233150 0 11576 M & T BK CORP COM 55261F104 55090 598219 SH SOLE 526780 0 71439 MADRIGAL PHARMACEUTICALS INC COM 558868105 20571 173260 SH SOLE 145945 0 27315 MARRIOTT INTL INC NEW CL A 571903202 129635 1400246 SH SOLE 1296980 0 103266 MARSH & MCLENNAN COS INC COM 571748102 572869 4994503 SH SOLE 4453716 0 540787 MASTERCARD INCORPORATED CL A 57636Q104 37609 111214 SH SOLE 74298 0 36916 MATCH GROUP INC NEW COM 57667L107 325845 2944829 SH SOLE 2766317 0 178512 MEDTRONIC PLC SHS G5960L103 545303 5247337 SH SOLE 4659808 0 587529 MERCADOLIBRE INC COM 58733R102 372910 344496 SH SOLE 336844 0 7652 MERUS N V COM N5749R100 3434 286175 SH SOLE 240669 0 45506 MESA LABS INC COM 59064R109 32585 127906 SH SOLE 106201 0 21705 MICRON TECHNOLOGY INC COM 595112103 3194 68007 SH SOLE 68007 0 0 MICRON TECHNOLOGY INC OPTIONS 595112103 113113 2408700 SH Call SOLE 0 0 0 MICROSOFT CORP COM 594918104 998554 4747557 SH SOLE 4303012 0 444545 MODEL N INC COM 607525102 52735 1494749 SH SOLE 1259995 0 234754 MOELIS & CO CL A 60786M105 69190 1968990 SH SOLE 1708911 0 260079 MONOLITHIC PWR SYS INC COM 609839105 123715 442454 SH SOLE 366892 0 75562 MOODYS CORP COM 615369105 23955 82645 SH SOLE 82645 0 0 MOODYS CORP OPTIONS 615369105 24782 85500 SH Put SOLE 0 0 0 MORNINGSTAR INC COM 617700109 50901 316926 SH SOLE 247164 0 69762 MSCI INC COM 55354G100 159068 445843 SH SOLE 424607 0 21236 MYOKARDIA INC COM 62857M105 34955 256403 SH SOLE 213078 0 43325 NATERA INC COM 632307104 39482 546533 SH SOLE 365151 0 181382 NEOGENOMICS INC COM NEW 64049M209 170084 4610563 SH SOLE 3830686 0 779877 NETAPP INC COM 64110D104 41941 956682 SH SOLE 817520 0 139162 NETFLIX INC COM 64110L106 497289 994518 SH SOLE 943360 0 51158 NEW YORK TIMES CO CL A 650111107 349645 8171189 SH SOLE 7387861 0 783328 NEWS CORP NEW CL A 65249B109 67535 4817069 SH SOLE 4097339 0 719730 NEXTERA ENERGY INC COM 65339F101 636521 2293273 SH SOLE 2086571 0 206702 NICE LTD SPONSORED ADR 653656108 677549 2984405 SH SOLE 2482157 0 502248 NIKE INC CL B 654106103 71176 566958 SH SOLE 566958 0 0 NOAH HLDGS LTD SPON ADS CL A 65487X102 5516 211581 SH SOLE 106916 0 104665 NORFOLK SOUTHN CORP COM 655844108 5661 26455 SH SOLE 26455 0 0 NORFOLK SOUTHN CORP OPTIONS 655844108 100190 468200 SH Call SOLE 0 0 0 NORTHERN TR CORP COM 665859104 60794 779713 SH SOLE 667909 0 111804 NOVANTA INC COM 67000B104 122742 1165196 SH SOLE 926253 0 238943 NVENT ELECTRIC PLC SHS G6700G107 59816 3381354 SH SOLE 2898715 0 482639 NVIDIA CORPORATION COM 67066G104 401363 741589 SH SOLE 741589 0 0 NVIDIA CORPORATION OPTIONS 67066G104 87028 160800 SH Put SOLE 0 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1062135 8510019 SH SOLE 7755066 0 754953 OLLIES BARGAIN OUTLET HLDGS COM 681116109 379872 4348846 SH SOLE 3846377 0 502469 OMNICOM GROUP INC COM 681919106 55061 1112342 SH SOLE 946150 0 166192 ORACLE CORP COM 68389X105 64692 1083612 SH SOLE 1083612 0 0 ORCHARD THERAPEUTICS PLC ADS 68570P101 15008 3651559 SH SOLE 3046942 0 604617 OTIS WORLDWIDE CORP COM 68902V107 120414 1929087 SH SOLE 1584610 0 344477 PAGSEGURO DIGITAL LTD COM CL A G68707101 583866 15483047 SH SOLE 14176919 0 1306128 PAPA JOHNS INTL INC COM 698813102 42448 515897 SH SOLE 428909 0 86988 PELOTON INTERACTIVE INC CL A COM 70614W100 224350 2260686 SH SOLE 2149314 0 111372 PHILIP MORRIS INTL INC COM 718172109 87175 1162493 SH SOLE 1162493 0 0 PROGRESSIVE CORP COM 743315103 572801 6050505 SH SOLE 5386311 0 664194 PROTARA THERAPEUTICS INC COM STK 74365U107 4988 296384 SH SOLE 250222 0 46162 PUBLIC STORAGE COM 74460D109 42738 191892 SH SOLE 164525 0 27367 Q2 HLDGS INC COM 74736L109 181821 1992336 SH SOLE 1652062 0 340274 QUOTIENT LTD SHS G73268107 13856 2695722 SH SOLE 2273815 0 421907 RADIUS HEALTH INC COM NEW 750469207 14713 1297423 SH SOLE 1080753 0 216670 RADWARE LTD ORD M81873107 58875 2428829 SH SOLE 2059459 0 369370 RAYTHEON TECHNOLOGIES CORP COM 75513E101 202460 3518602 SH SOLE 3448884 0 69718 REALPAGE INC COM 75606N109 41638 722372 SH SOLE 598875 0 123497 REPLIGEN CORP COM 759916109 24269 164488 SH SOLE 137519 0 26969 ROKU INC COM CL A 77543R102 141630 750159 SH SOLE 714533 0 35626 ROPER TECHNOLOGIES INC COM 776696106 212493 537807 SH SOLE 512153 0 25654 S&P GLOBAL INC COM 78409V104 38428 106567 SH SOLE 106567 0 0 S&P GLOBAL INC OPTIONS 78409V104 42334 117400 SH Put SOLE 0 0 0 SAGE THERAPEUTICS INC COM 78667J108 87612 1433449 SH SOLE 1323593 0 109856 SANOFI SPONSORED ADR 80105N105 72780 1450669 SH SOLE 1450669 0 0 SAREPTA THERAPEUTICS INC COM 803607100 77673 553109 SH SOLE 527151 0 25958 SBA COMMUNICATIONS CORP NEW CL A 78410G104 47531 149244 SH SOLE 149244 0 0 SCHLUMBERGER LTD COM 806857108 387883 24928201 SH SOLE 23100839 0 1827362 SEA LTD SPONSORD ADS 81141R100 359472 2333630 SH SOLE 2323530 0 10100 SHOCKWAVE MED INC COM 82489T104 35925 473951 SH SOLE 393314 0 80637 SKYWORKS SOLUTIONS INC COM 83088M102 258634 1777552 SH SOLE 1624738 0 152814 SLACK TECHNOLOGIES INC COM CL A 83088V102 120079 4470568 SH SOLE 4256783 0 213785 SMARTSHEET INC COM CL A 83200N103 24606 497891 SH SOLE 413783 0 84108 SOLAREDGE TECHNOLOGIES INC COM 83417M104 32081 134598 SH SOLE 113512 0 21086 SOUTHWEST AIRLS CO COM 844741108 391380 10436794 SH SOLE 9309299 0 1127495 SPLUNK INC COM 848637104 19041 101213 SH SOLE 67625 0 33588 STAAR SURGICAL CO COM PAR $0.01 852312305 27832 492086 SH SOLE 414977 0 77109 STARBUCKS CORP COM 855244109 254451 2961492 SH SOLE 2694992 0 266500 STONECO LTD COM CL A G85158106 156997 2968366 SH SOLE 2968366 0 0 STORE CAP CORP COM 862121100 34543 1259301 SH SOLE 1070551 0 188750 SUMO LOGIC INC COM 86646P103 11125 510314 SH SOLE 424113 0 86201 SUNCOR ENERGY INC NEW COM 867224107 190104 15567815 SH SOLE 14445712 0 1122103 SVMK INC COM 78489X103 31598 1429128 SH SOLE 955414 0 473714 SYNCHRONY FINANCIAL COM 87165B103 135731 5186526 SH SOLE 4815098 0 371428 SYNOPSYS INC COM 871607107 195059 911576 SH SOLE 822558 0 89018 SYSCO CORP COM 871829107 54143 870179 SH SOLE 739612 0 130567 TABULA RASA HEALTHCARE INC COM 873379101 50763 1245107 SH SOLE 1033881 0 211226 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 100400 1238437 SH SOLE 1166910 0 71527 TAIWAN SEMICONDUCTOR MFG LTD OPTIONS 874039100 141451 1744800 SH Call SOLE 0 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 174705 1057409 SH SOLE 965275 0 92134 TAL EDUCATION GROUP SPONSORED ADS 874080104 316368 4160553 SH SOLE 4160553 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 355361 1145551 SH SOLE 984833 0 160718 TELEFONICA BRASIL SA SPONSORED ADR 87936R106 637559 83123747 SH SOLE 75698188 0 7425559 TENARIS S A SPONSORED ADS 88031M109 37915 3849199 SH SOLE 3571292 0 277907 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 3088 209054 SH SOLE 105357 0 103697 THERMO FISHER SCIENTIFIC INC COM 883556102 61778 139922 SH SOLE 127882 0 12040 THERMO FISHER SCIENTIFIC INC OPTIONS 883556102 49759 112700 SH Put SOLE 0 0 0 THOR INDS INC COM 885160101 116623 1224260 SH SOLE 1048267 0 175993 TJX COS INC NEW COM 872540109 499242 8971099 SH SOLE 8127058 0 844041 TJX COS INC NEW OPTIONS 872540109 71032 1276400 SH Call SOLE 0 0 0 T-MOBILE US INC COM 872590104 210447 1840214 SH SOLE 1706228 0 133986 TRADEWEB MKTS INC CL A 892672106 212202 3658647 SH SOLE 3382584 0 276063 TRANSUNION COM 89400J107 132856 1579170 SH SOLE 1504024 0 75146 TREX CO INC COM 89531P105 30023 419322 SH SOLE 349398 0 69924 TRICIDA INC COM 89610F101 10993 1213328 SH SOLE 1008223 0 205105 TRIMBLE INC COM 896239100 207001 4250530 SH SOLE 4041842 0 208688 TRIP COM GROUP LTD ADS 89677Q107 544397 17482256 SH SOLE 16149917 0 1332339 TWIST BIOSCIENCE CORP COM 90184D100 21738 286145 SH SOLE 239077 0 47068 TYLER TECHNOLOGIES INC COM 902252105 260122 746275 SH SOLE 674081 0 72194 TYSON FOODS INC CL A 902494103 59132 994154 SH SOLE 854205 0 139949 UBER TECHNOLOGIES INC COM 90353T100 314897 8632058 SH SOLE 8632058 0 0 UNION PAC CORP COM 907818108 66587 338230 SH SOLE 338230 0 0 UNION PAC CORP OPTIONS 907818108 124501 632400 SH Call SOLE 0 0 0 UNIQURE NV SHS N90064101 13389 363545 SH SOLE 242581 0 120964 UNITED PARCEL SERVICE INC CL B 911312106 45007 270103 SH SOLE 270103 0 0 UNITED PARCEL SERVICE INC OPTIONS 911312106 45607 273700 SH Call SOLE 0 0 0 UNITY SOFTWARE INC COM 91332U101 52918 606300 SH SOLE 606300 0 0 UROGEN PHARMA LTD COM M96088105 8892 460970 SH SOLE 389112 0 71858 VAIL RESORTS INC COM 91879Q109 64453 301224 SH SOLE 256676 0 44548 VAPOTHERM INC COM 922107107 45081 1554516 SH SOLE 1291843 0 262673 VEEVA SYS INC CL A COM 922475108 1634895 5814201 SH SOLE 5424666 0 389535 VERACYTE INC COM 92337F107 111850 3442593 SH SOLE 2860124 0 582469 VERISIGN INC COM 92343E102 38470 187798 SH SOLE 187798 0 0 VERISK ANALYTICS INC COM 92345Y106 170428 919694 SH SOLE 875871 0 43823 VERTEX PHARMACEUTICALS INC COM 92532F100 12404 45582 SH SOLE 30448 0 15134 VERTIV HOLDINGS CO COM CL A 92537N108 85943 4962075 SH SOLE 3316428 0 1645647 VIEWRAY INC COM 92672L107 52831 15094623 SH SOLE 11715985 0 3378638 VISA INC COM CL A 92826C839 719116 3596118 SH SOLE 3497920 0 98198 WAYFAIR INC CL A 94419L101 130262 447621 SH SOLE 425834 0 21787 WEST PHARMACEUTICAL SVSC INC COM 955306105 373258 1357795 SH SOLE 1290160 0 67635 WEYERHAEUSER CO MTN BE COM NEW 962166104 43672 1531285 SH SOLE 1312897 0 218388 WILLIS TOWERS WATSON PLC LTD SHS G96629103 679663 3254779 SH SOLE 2878906 0 375873 WINGSTOP INC COM 974155103 43116 315524 SH SOLE 262220 0 53304 WNS HLDGS LTD SPON ADR 92932M101 52606 822485 SH SOLE 693288 0 129197 WORKIVA INC COM CL A 98139A105 26325 472118 SH SOLE 316006 0 156112 YANDEX N V SHS CLASS A N97284108 165220 2532109 SH SOLE 2487385 0 44724 YETI HLDGS INC COM 98585X104 28511 629114 SH SOLE 522838 0 106276 Y-MABS THERAPEUTICS INC COM 984241109 27857 725628 SH SOLE 603148 0 122480 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1083957 2305752 SH SOLE 2115405 0 190347 ZSCALER INC COM 98980G102 396482 2818127 SH SOLE 2513018 0 305109 ZYNGA INC CL A 98986T108 639214 70089303 SH SOLE 63076138 0 7013165