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
Abbott Laboratories Common Stock 002824100 991 9,110 SH   SOLE   9,110 0 0
Embotelladora Andina SA ADR 29081P303 101 7,774 SH   SOLE   7,774 0 0
Akoustis Technologies Inc Common Stock 00973N102 2,448 300,000 SH   SOLE   300,000 0 0
Albemarle Corp Common Stock 012653101 575 6,439 SH   SOLE   6,439 0 0
Allegion plc Common Stock G0176J109 6,924 70,000 SH   SOLE   70,000 0 0
Allakos Inc Common Stock 01671P100 2,444 30,000 SH   SOLE   30,000 0 0
Alarm.com Holdings Inc Common Stock 011642105 6,078 110,000 SH   SOLE   110,000 0 0
Ameresco Inc Common Stock 02361E108 6,694 200,419 SH   SOLE   200,419 0 0
Amazon.com Inc Common Stock 023135106 1,313 417 SH   SOLE   417 0 0
ANSYS Inc Common Stock 03662Q105 370 1,132 SH   SOLE   1,132 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 6,366 300,000 SH   SOLE   300,000 0 0
Ashland Global Holdings Inc Common Stock 044186104 7,092 100,000 SH   SOLE   100,000 0 0
Autohome Inc ADR 05278C107 2,208 23,000 SH   SOLE   23,000 0 0
Activision Blizzard Inc Common Stock 00507V109 862 10,643 SH   SOLE   10,643 0 0
Alteryx Inc Common Stock 02156B103 1,136 10,000 SH   SOLE   10,000 0 0
Alibaba Group Holding Ltd ADR 01609W102 18,964 64,508 SH   SOLE   64,508 0 0
Bandwidth Inc Common Stock 05988J103 1,746 10,000 SH   SOLE   10,000 0 0
Baxter International Inc Common Stock 071813109 531 6,600 SH   SOLE   6,600 0 0
Bright Horizons Family Solutio Common Stock 109194100 10,362 68,158 SH   SOLE   68,158 0 0
Biohaven Pharmaceutical Holdin Common Stock G11196105 2,600 40,000 SH   SOLE   40,000 0 0
Baidu Inc ADR 056752108 2,532 20,000 SH   SOLE   20,000 0 0
Cognex Corp Common Stock 192422103 2,604 40,000 SH   SOLE   40,000 0 0
Check Point Software Technolog Common Stock M22465104 809 6,722 SH   SOLE   6,722 0 0
Colony Capital Inc REIT 19626G108 5,733 2,100,000 SH   SOLE   2,100,000 0 0
Cooper Cos Inc/The Common Stock 216648402 6,917 20,518 SH   SOLE   20,518 0 0
Cree Inc Common Stock 225447101 2,550 40,000 SH   SOLE   40,000 0 0
Cerence Inc Common Stock 156727109 9,774 200,000 SH   SOLE   200,000 0 0
Citrix Systems Inc Common Stock 177376100 427 3,100 SH   SOLE   3,100 0 0
Cavco Industries Inc Common Stock 149568107 7,663 42,500 SH   SOLE   42,500 0 0
CryoPort Inc Common Stock 229050307 4,622 97,500 SH   SOLE   97,500 0 0
Darling Ingredients Inc Common Stock 237266101 16,934 470,000 SH   SOLE   470,000 0 0
Digimarc Corp Common Stock 25381B101 1,675 75,000 SH   SOLE   75,000 0 0
New Oriental Education & Techn ADR 647581107 1,114 7,450 SH   SOLE   7,450 0 0
eHealth Inc Common Stock 28238P109 3,950 50,000 SH   SOLE   50,000 0 0
Everbridge Inc Common Stock 29978A104 4,401 35,000 SH   SOLE   35,000 0 0
East West Bancorp Inc Common Stock 27579R104 7,830 239,129 SH   SOLE   239,129 0 0
Exact Sciences Corp Common Stock 30063P105 7,646 75,000 SH   SOLE   75,000 0 0
First Horizon National Corp Common Stock 320517105 7,544 800,000 SH   SOLE   800,000 0 0
Fair Isaac Corp Common Stock 303250104 13,825 32,500 SH   SOLE   32,500 0 0
Fidelity National Information Common Stock 31620M106 899 6,108 SH   SOLE   6,108 0 0
First Republic Bank/CA Common Stock 33616C100 771 7,066 SH   SOLE   7,066 0 0
Glu Mobile Inc Common Stock 379890106 4,221 550,000 SH   SOLE   550,000 0 0
Alphabet Inc Common Stock 02079K107 888 604 SH   SOLE   604 0 0
Graphic Packaging Holding Co Common Stock 388689101 16,443 1,167,000 SH   SOLE   1,167,000 0 0
Gates Industrial Corp PLC Common Stock G39108108 2,502 225,000 SH   SOLE   225,000 0 0
Global Water Resources Inc Common Stock 379463102 3,881 360,000 SH   SOLE   360,000 0 0
Home Depot Inc/The Common Stock 437076102 1,059 3,813 SH   SOLE   3,813 0 0
HDFC Bank Ltd ADR 40415F101 2,775 55,560 SH   SOLE   55,560 0 0
IAC/InterActiveCorp Common Stock 44891N109 5,390 45,000 SH   SOLE   45,000 0 0
IAA Inc Common Stock 449253103 6,248 120,000 SH   SOLE   120,000 0 0
JD.com Inc ADR 47215P106 10,865 140,000 SH   SOLE   140,000 0 0
Kadant Inc Common Stock 48282T104 12,606 115,000 SH   SOLE   115,000 0 0
LCI Industries Common Stock 50189K103 6,909 65,000 SH   SOLE   65,000 0 0
Eli Lilly and Co Common Stock 532457108 930 6,283 SH   SOLE   6,283 0 0
Loop Industries Inc Common Stock 543518104 1,639 120,000 SH   SOLE   120,000 0 0
Grand Canyon Education Inc Common Stock 38526M106 11,217 140,321 SH   SOLE   140,321 0 0
Live Nation Entertainment Inc Common Stock 538034109 1,886 35,000 SH   SOLE   35,000 0 0
Mastercard Inc Common Stock 57636Q104 1,310 3,873 SH   SOLE   3,873 0 0
Masimo Corp Common Stock 574795100 5,902 25,000 SH   SOLE   25,000 0 0
MAXIMUS Inc Common Stock 577933104 10,262 150,000 SH   SOLE   150,000 0 0
Momo Inc ADR 60879B107 413 30,000 SH   SOLE   30,000 0 0
MSA Safety Inc Common Stock 553498106 5,367 40,000 SH   SOLE   40,000 0 0
Microsoft Corp Common Stock 594918104 1,363 6,482 SH   SOLE   6,482 0 0
Vail Resorts Inc Common Stock 91879Q109 4,279 20,000 SH   SOLE   20,000 0 0
MasTec Inc Common Stock 576323109 8,440 200,000 SH   SOLE   200,000 0 0
Mueller Water Products Inc Common Stock 624758108 3,637 350,000 SH   SOLE   350,000 0 0
National Bank Holdings Corp Common Stock 633707104 4,200 160,000 SH   SOLE   160,000 0 0
Neurocrine Biosciences Inc Common Stock 64125C109 4,327 45,000 SH   SOLE   45,000 0 0
Nasdaq Inc Common Stock 631103108 1,000 8,151 SH   SOLE   8,151 0 0
Sunnova Energy International I Common Stock 86745K104 1,125 37,000 SH   SOLE   37,000 0 0
Napco Security Technologies In Common Stock 630402105 3,055 130,000 SH   SOLE   130,000 0 0
NetEase Inc ADR 64110W102 1,500 3,300 SH   SOLE   3,300 0 0
Nuance Communications Inc Common Stock 67020Y100 13,867 417,805 SH   SOLE   417,805 0 0
NVIDIA Corp Common Stock 67066G104 1,025 1,894 SH   SOLE   1,894 0 0
Prosperity Bancshares Inc Common Stock 743606105 9,848 190,000 SH   SOLE   190,000 0 0
Park City Group Inc Common Stock 700215304 2,021 410,000 SH   SOLE   410,000 0 0
Proofpoint Inc Common Stock 743424103 5,278 50,000 SH   SOLE   50,000 0 0
Planet Fitness Inc Common Stock 72703H101 3,697 60,000 SH   SOLE   60,000 0 0
Insulet Corp Common Stock 45784P101 3,549 15,000 SH   SOLE   15,000 0 0
Pool Corp Common Stock 73278L105 12,631 37,755 SH   SOLE   37,755 0 0
Pluralsight Inc Common Stock 72941B106 1,713 100,000 SH   SOLE   100,000 0 0
PTC Therapeutics Inc Common Stock 69366J200 2,805 60,000 SH   SOLE   60,000 0 0
PayPal Holdings Inc Common Stock 70450Y103 1,060 5,378 SH   SOLE   5,378 0 0
Redfin Corp Common Stock 75737F108 4,993 100,000 SH   SOLE   100,000 0 0
Reed's Inc Common Stock 758338107 836 900,000 SH   SOLE   900,000 0 0
Rollins Inc Common Stock 775711104 5,419 100,000 SH   SOLE   100,000 0 0
Service Corp International/US Common Stock 817565104 15,153 359,240 SH   SOLE   359,240 0 0
SolarEdge Technologies Inc Common Stock 83417M104 5,244 22,000 SH   SOLE   22,000 0 0
Sprouts Farmers Market Inc Common Stock 85208M102 6,991 334,000 SH   SOLE   334,000 0 0
SVB Financial Group Common Stock 78486Q101 5,435 22,591 SH   SOLE   22,591 0 0
Simply Good Foods Co/The Common Stock 82900L102 2,205 100,000 SH   SOLE   100,000 0 0
ShotSpotter Inc Common Stock 82536T107 2,328 75,000 SH   SOLE   75,000 0 0
TAL Education Group ADR 874080104 1,186 15,600 SH   SOLE   15,600 0 0
Trip.com Group Ltd ADR 89677Q107 934 30,000 SH   SOLE   30,000 0 0
Teladoc Health Inc Common Stock 87918A105 5,481 25,000 SH   SOLE   25,000 0 0
Teradyne Inc Common Stock 880770102 3,973 50,000 SH   SOLE   50,000 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 883 2,000 SH   SOLE   2,000 0 0
TPI Composites Inc Common Stock 87266J104 6,516 225,000 SH   SOLE   225,000 0 0
Trex Co Inc Common Stock 89531P105 7,986 111,538 SH   SOLE   111,538 0 0
Trupanion Inc Common Stock 898202106 6,312 80,000 SH   SOLE   80,000 0 0
TSMC ADR 874039100 1,328 16,384 SH   SOLE   16,384 0 0
Tyler Technologies Inc Common Stock 902252105 2,091 6,000 SH   SOLE   6,000 0 0
UnitedHealth Group Inc Common Stock 91324P102 1,079 3,461 SH   SOLE   3,461 0 0
Veeva Systems Inc Common Stock 922475108 506 1,800 SH   SOLE   1,800 0 0
Western Alliance Bancorp Common Stock 957638109 4,111 130,000 SH   SOLE   130,000 0 0
Boingo Wireless Inc Common Stock 09739C102 5,098 500,000 SH   SOLE   500,000 0 0
Willdan Group Inc Common Stock 96924N100 2,296 90,000 SH   SOLE   90,000 0 0
Watsco Inc Common Stock 942622200 8,151 35,000 SH   SOLE   35,000 0 0
Xylem Inc/NY Common Stock 98419M100 726 8,636 SH   SOLE   8,636 0 0
YETI Holdings Inc Common Stock 98585X104 2,357 52,000 SH   SOLE   52,000 0 0
Apple Inc Common Stock 037833100 957 8,264 SH   SOLE   8,264 0 0
LHC Group Inc Common Stock 50187A107 3,677 17,300 SH   SOLE   17,300 0 0
Infosys Ltd ADR 456788108 1,381 100,000 SH   SOLE   100,000 0 0
Axon Enterprise Inc Common Stock 05464C101 2,721 30,000 SH   SOLE   30,000 0 0
Turning Point Therapeutics Inc Common Stock 90041T108 2,184 25,000 SH   SOLE   25,000 0 0
Acceleron Pharma Inc Common Stock 00434H108 1,688 15,000 SH   SOLE   15,000 0 0
Mirati Therapeutics Inc Common Stock 60468T105 2,076 12,500 SH   SOLE   12,500 0 0
Arena Pharmaceuticals Inc Common Stock 040047607 2,244 30,000 SH   SOLE   30,000 0 0
TherapeuticsMD Inc Common Stock 88338N107 1,413 900,000 SH   SOLE   900,000 0 0
OptimizeRx Corp Common Stock 68401U204 1,668 80,000 SH   SOLE   80,000 0 0
LivePerson Inc Common Stock 538146101 1,300 25,000 SH   SOLE   25,000 0 0
EverQuote Inc Common Stock 30041R108 1,546 40,000 SH   SOLE   40,000 0 0
Advanced Drainage Systems Inc Common Stock 00790R104 1,038 16,625 SH   SOLE   16,625 0 0