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
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
51JOB INCSPONSORED ADS3168271041,26916,299SH DFND116,29900
58 COM INCSPON ADR REP A31680Q104268,8404,093,181SH DFND14,093,18100
58 COM INCSPON ADR REP A31680Q10415,026228,777SH DFND2228,77700
ADOBE INCCOM00724F1014,14415,550SH DFND115,55000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102115,807634,731SH DFND1634,73100
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1026,24134,204SH DFND234,20400
ALLERGAN PLCSHSG0177J10818,111123,700SH DFND1123,70000
ALNYLAM PHARMACEUTICALS INCCOM02043Q10711,789126,150SH DFND1126,15000
ALPHABET INCCAP STK CL C02079K10714,73112,555SH DFND112,55500
ALPHABET INCCAP STK CL A02079K30551,38243,659SH DFND143,65900
ALTABA INCCOM02134610114,502195,650SH DFND1195,65000
ALTICE USA INCCL A02156K10324,0591,120,085SH DFND11,120,08500
ALTRIA GROUP INCCOM02209S1037,031122,427SH DFND1122,42700
AMAZON COM INCCOM02313510620,99511,790SH DFND111,79000
AMERICAN AIRLS GROUP INCCOM02376R10216,495519,361SH DFND1519,36100
ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A1083,35539,950SH DFND139,95000
ANTHEM INCCOM03675210317,00759,261SH DFND159,26100
APOLLO GLOBAL MGMT LLCCL A SHS0376123062338,253SH DFND18,25300
APPLE INCCOM0378331006,94336,552SH DFND136,55200
APPLIED MATLS INCCOM0382221054,493113,289SH DFND1113,28900
ARCONIC INCCOM03965L1001,21763,685SH DFND163,68500
ATARA BIOTHERAPEUTICS INCCOM0465131071,33233,520SH DFND133,52000
AVALARA INCCOM05338G1064,35678,070SH DFND178,07000
BANK AMER CORPCOM0605051045,759208,748SH DFND1208,74800
BLACKLINE INCCOM09239B1091,81239,112SH DFND139,11200
BLACKSTONE GROUP L PCOM UNIT LTD09253U10840,6981,163,788SH DFND11,163,78800
BOOKING HLDGS INCCOM09857L1086,5633,761SH DFND13,76100
BRITISH AMERN TOB PLCSPONSORED ADR1104481074,177100,130SH DFND1100,13000
BRIXMOR PPTY GROUP INCCOM11120U1053,714202,168SH DFND1202,16800
BURLINGTON STORES INCCOM1220171064,41128,150SH DFND128,15000
CANADIAN PAC RY LTDCOM13645T1001,6708,105SH DFND18,10500
CARLYLE GROUP L PCOM UTS LTD PTN14309L10212,237669,408SH DFND1669,40800
CBS CORP NEWCL B1248572028,161171,701SH DFND1171,70100
CENTENE CORP DELCOM15135B1014,36582,199SH DFND182,19900
CHARTER COMMUNICATIONS INC NCL A16119P10840,662117,213SH DFND1117,21300
CITIGROUP INCCOM NEW17296742422,057354,501SH DFND1354,50100
COGNIZANT TECHNOLOGY SOLUTIOCL A192446102118,3201,633,120SH DFND11,633,12000
COGNIZANT TECHNOLOGY SOLUTIOCL A1924461027,13098,410SH DFND298,41000
COMMSCOPE HLDG CO INCCOM20337X1098,912410,130SH DFND1410,13000
COMPANHIA BRASILEIRA DE DISTSPN ADR PFD CL A20440T20152,8672,270,911SH DFND12,270,91100
COMPANHIA BRASILEIRA DE DISTSPN ADR PFD CL A20440T2013,236139,002SH DFND2139,00200
CONSTELLATION BRANDS INCCL A21036P1083061,743SH DFND11,74300
CORPORACION AMER ARPTS S ACOML1995B10722927,673SH DFND127,67300
CTRIP COM INTL LTDSPONSORED ADS22943F10082,1931,881,273SH DFND11,881,27300
CTRIP COM INTL LTDSPONSORED ADS22943F1004,631106,001SH DFND2106,00100
CVS HEALTH CORPCOM12665010010,351191,943SH DFND1191,94300
DELTA AIR LINES INC DELCOM NEW24736170220,324393,494SH DFND1393,49400
DESPEGAR COM CORPORD SHSG2735810325417,015SH DFND117,01500
DISCOVER FINL SVCSCOM2547091089,050127,182SH DFND1127,18200
DISNEY WALT COCOM DISNEY2546871061,0749,672SH DFND19,67200
DOWDUPONT INCCOM26078J1009,395176,240SH DFND1176,24000
DXC TECHNOLOGY COCOM23355L10614,026218,100SH DFND1218,10000
EAGLE MATERIALS INCCOM26969P1086,56977,930SH DFND177,93000
ELLIE MAE INCCOM28849P1001,69917,211SH DFND117,21100
FACEBOOK INCCL A30303M10239,762238,536SH DFND1238,53600
FISERV INCCOM33773810811,794133,600SH DFND1133,60000
FIVE9 INCCOM3383071013,98875,492SH DFND175,49200
FLEETCOR TECHNOLOGIES INCCOM3390411052,3409,490SH DFND19,49000
FOMENTO ECONOMICO MEXICANO SSPON ADR UNITS34441910680,065867,630SH DFND1867,63000
FOMENTO ECONOMICO MEXICANO SSPON ADR UNITS3444191064,84352,478SH DFND252,47800
FOX CORPCL B COM35137L20449813,881SH DFND113,88100
GOLDMAN SACHS GROUP INCCOM38141G10414,56275,846SH DFND175,84600
GRAPHIC PACKAGING HLDG COCOM3886891014,225334,540SH DFND1334,54000
GRUBHUB INCCOM4001101025,63281,070SH DFND181,07000
HDFC BANK LTDSPONSORED ADS40415F101111,673963,445SH DFND1963,44500
HDFC BANK LTDSPONSORED ADS40415F1015,57848,124SH DFND248,12400
HILTON GRAND VACATIONS INCCOM43283X10589428,994SH DFND128,99400
HILTON WORLDWIDE HLDGS INCCOM43300A2031,34116,130SH DFND116,13000
INFOSYS LTDSPONSORED ADR45678810832129,411SH DFND129,41100
INPHI CORPCOM45772F1071,30829,910SH DFND129,91000
INTEL CORPCOM4581401002,80652,250SH DFND152,25000
INVITATION HOMES INCCOM46187W1072,784114,431SH DFND1114,43100
ITAU UNIBANCO HLDG SASPON ADR REP PFD46556210621724,597SH DFND124,59700
JD COM INCSPON ADR CL A47215P10610,617352,153SH DFND2352,15300
JD COM INCSPON ADR CL A47215P106189,8066,295,397SH DFND16,295,39700
JPMORGAN CHASE & COCOM46625H1007,77276,772SH DFND176,77200
KIMCO RLTY CORPCOM49446R1095,744310,511SH DFND1310,51100
KINDER MORGAN INC DELCOM49456B1012,695134,692SH DFND1134,69200
KITE RLTY GROUP TRCOM NEW49803T3006,334396,137SH DFND1396,13700
KKR & CO INCCL A48251W1043,827162,900SH DFND1162,90000
L BRANDS INCCOM50179710416,339592,411SH DFND1592,41100
LAS VEGAS SANDS CORPCOM5178341074,36771,630SH DFND171,63000
LINE CORPSPONSORED ADR53567X1015,275149,818SH DFND1149,81800
LOWES COS INCCOM54866110711,753107,360SH DFND1107,36000
MACERICH COCOM5543821014,22097,340SH DFND197,34000
MAKEMYTRIP LIMITED MAURITIUSSHSV5633W10959221,433SH DFND121,43300
MARRIOTT VACTINS WORLDWID COCOM57164Y1071,59817,094SH DFND117,09400
MEDICINES COCOM5846881054,251152,100SH DFND1152,10000
MELCO RESORTS AND ENTMT LTDADR58546410074,2393,286,378SH DFND13,286,37800
MELCO RESORTS AND ENTMT LTDADR5854641004,168184,527SH DFND2184,52700
MERCADOLIBRE INCCOM58733R1022,2554,441SH DFND24,44100
MERCADOLIBRE INCCOM58733R10237,45973,778SH DFND173,77800
MICHAELS COS INCCOM59408Q1061,152100,894SH DFND1100,89400
MICRON TECHNOLOGY INCCOM5951121033,83692,814SH DFND192,81400
MICROSOFT CORPCOM59491810418,968160,829SH DFND1160,82900
MOHAWK INDS INCCOM6081901045,37342,594SH DFND142,59400
MONDELEZ INTL INCCL A60920710515,782316,142SH DFND1316,14200
MORGAN STANLEYCOM NEW6174464485,529131,024SH DFND1131,02400
NETEASE INCSPONSORED ADR64110W10250,664209,831SH DFND1209,83100
NETEASE INCSPONSORED ADR64110W1022,46910,224SH DFND210,22400
NEW ORIENTAL ED & TECH GRP ISPON ADR647581107111,1661,233,940SH DFND11,233,94000
NEW ORIENTAL ED & TECH GRP ISPON ADR6475811076,64473,744SH DFND273,74400
NIKE INCCL B6541061035,38263,910SH DFND163,91000
NOAH HLDGS LTDSPON ADS CL A65487X10266,3271,368,702SH DFND11,368,70200
NOAH HLDGS LTDSPON ADS CL A65487X1023,97381,987SH DFND281,98700
OWENS CORNING NEWCOM6907421012,73758,080SH DFND158,08000
PAGSEGURO DIGITAL LTDCOM CL AG687071016,449216,063SH DFND1216,06300
PALO ALTO NETWORKS INCCOM6974351056,35226,153SH DFND126,15300
PAYPAL HLDGS INCCOM70450Y1034,59144,209SH DFND144,20900
PERSPECTA INCCOM7153471006,448318,890SH DFND1318,89000
PHILIP MORRIS INTL INCCOM718172109159,7621,807,462SH DFND11,807,46200
PHILIP MORRIS INTL INCCOM7181721098,38594,860SH DFND294,86000
PROGRESSIVE CORP OHIOCOM7433151036,17585,658SH DFND185,65800
PROOFPOINT INCCOM7434241034,67938,530SH DFND138,53000
Q2 HLDGS INCCOM74736L1092,17631,411SH DFND131,41100
REALOGY HLDGS CORPCOM75605Y1068,207719,870SH DFND1719,87000
RESTAURANT BRANDS INTL INCCOM76131D1034,59470,550SH DFND170,55000
SERVICENOW INCCOM81762P1023,20413,000SH DFND113,00000
SIMON PPTY GROUP INC NEWCOM8288061095,93432,568SH DFND132,56800
SKECHERS U S A INCCL A8305661056,508193,618SH DFND1193,61800
SPOTIFY TECHNOLOGY S ASHSL8681T10219,743142,243SH DFND1142,24300
SS&C TECHNOLOGIES HLDGS INCCOM78467J1005,75690,380SH DFND190,38000
SYNOPSYS INCCOM8716071072,21119,200SH DFND119,20000
T MOBILE US INCCOM8725901049,320134,880SH DFND1134,88000
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910081,4821,989,312SH DFND11,989,31200
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391004,470109,126SH DFND2109,12600
TARGET CORPCOM87612E1063,75546,786SH DFND146,78600
TAUBMAN CTRS INCCOM8766641037,096134,194SH DFND1134,19400
TEMPUR SEALY INTL INCCOM88023U1011,48425,740SH DFND125,74000
TEXAS INSTRS INCCOM8825081044,29940,533SH DFND140,53300
THE CHARLES SCHWAB CORPORATICOM8085131051,31730,790SH DFND130,79000
TRANSDIGM GROUP INCCOM8936411007,88117,360SH DFND117,36000
TRANSPORTADORA DE GAS SURSPONSORED ADS B89387020451639,188SH DFND139,18800
TWITTER INCCOM90184L10210,742326,695SH DFND1326,69500
UNION PACIFIC CORPCOM9078181083,11518,632SH DFND118,63200
UNITED CONTL HLDGS INCCOM91004710911,724146,953SH DFND1146,95300
US FOODS HLDG CORPCOM9120081094,627132,530SH DFND1132,53000
VARONIS SYS INCCOM9222801022,09035,045SH DFND135,04500
VISA INCCOM CL A92826C8392541,624SH DFND11,62400
WALGREENS BOOTS ALLIANCE INCCOM9314271086,24398,673SH DFND198,67300
WASTE CONNECTIONS INCCOM94106B1012,93633,140SH DFND133,14000
WYNDHAM DESTINATIONS INCCOM98310W1084,667115,251SH DFND1115,25100
WYNDHAM HOTELS & RESORTS INCCOM98311A1056,441128,843SH DFND1128,84300
WYNN RESORTS LTDCOM9831341074,20035,200SH DFND135,20000
YANDEX N VSHS CLASS AN97284108113,3793,301,656SH DFND13,301,65600
YANDEX N VSHS CLASS AN972841086,777197,338SH DFND2197,33800
YUM CHINA HLDGS INCCOM98850P1091,44232,110SH DFND232,11000
YUM CHINA HLDGS INCCOM98850P10926,508590,244SH DFND1590,24400