The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
58 COM INC | SPON ADR REP A | 31680Q104 | 195,285 | 4,427,241 | SH | SOLE | 4,202,741 | 0 | 224,500 | ||
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 900 | 32,300 | SH | SOLE | 32,300 | 0 | 0 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 2,096 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 2,233 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 1,841 | 35,800 | SH | SOLE | 35,800 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 285,405 | 2,025,592 | SH | SOLE | 1,876,392 | 0 | 149,200 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 169,017 | 181,802 | SH | SOLE | 164,912 | 0 | 16,890 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 198,512 | 218,451 | SH | SOLE | 196,465 | 0 | 21,986 | ||
AMEC FOSTER WHEELER PLC | SPONSORED ADR | 00167X205 | 180 | 29,908 | SH | SOLE | 29,908 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 3,413 | 23,700 | SH | SOLE | 23,700 | 0 | 0 | ||
AUTOHOME INC | SP ADR RP CL A | 05278C107 | 317 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 282,437 | 1,579,100 | SH | SOLE | 1,423,345 | 0 | 155,755 | ||
BARRICK GOLD CORP | COM | 067901108 | 9,332 | 586,595 | SH | SOLE | 586,595 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 1,255 | 13,820 | SH | SOLE | 13,820 | 0 | 0 | ||
BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 68,411 | 2,379,526 | SH | SOLE | 2,379,526 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 26,289 | 2,057,100 | SH | SOLE | 2,057,100 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 38,871 | 592,831 | SH | SOLE | 442,011 | 0 | 150,820 | ||
CISCO SYS INC | COM | 17275R102 | 48,945 | 1,563,750 | SH | SOLE | 1,155,942 | 0 | 407,808 | ||
COCA COLA CO | COM | 191216100 | 118,526 | 2,642,733 | SH | SOLE | 2,484,733 | 0 | 158,000 | ||
CONFORMIS INC | COM | 20717E101 | 1,437 | 335,156 | SH | SOLE | 335,156 | 0 | 0 | ||
DERMIRA INC | COM | 24983L104 | 1,681 | 57,700 | SH | SOLE | 57,700 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 52,608 | 1,506,535 | SH | SOLE | 1,065,344 | 0 | 441,191 | ||
FACEBOOK INC | CL A | 30303M102 | 292 | 1,940 | SH | SOLE | 1,940 | 0 | 0 | ||
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 17,229 | 175,200 | SH | SOLE | 175,200 | 0 | 0 | ||
FOUNDATION MEDICINE INC | COM | 350465100 | 3,605 | 90,700 | SH | SOLE | 90,700 | 0 | 0 | ||
GILDAN ACTIVEWEAR INC | COM | 375916103 | 14,529 | 472,800 | SH | SOLE | 472,800 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 204,520 | 2,889,530 | SH | SOLE | 2,517,430 | 0 | 372,100 | ||
GROUPON INC | COM | 399473107 | 1,562 | 407,000 | SH | SOLE | 407,000 | 0 | 0 | ||
HANESBRANDS INC | COM | 410345102 | 43,184 | 1,864,600 | SH | SOLE | 1,575,300 | 0 | 289,300 | ||
HOLLYFRONTIER CORP | COM | 436106108 | 27,294 | 993,600 | SH | SOLE | 776,200 | 0 | 217,400 | ||
ICON PLC | SHS | G4705A100 | 2,298 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 22,262 | 505,500 | SH | SOLE | 505,500 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 1,695 | 13,464 | SH | SOLE | 13,464 | 0 | 0 | ||
INFINERA CORPORATION | COM | 45667G103 | 3,518 | 329,800 | SH | SOLE | 329,800 | 0 | 0 | ||
INFINITY PHARMACEUTICALS INC | COM | 45665G303 | 1,272 | 810,232 | SH | SOLE | 810,232 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 110,078 | 3,262,551 | SH | SOLE | 2,920,351 | 0 | 342,200 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 1,972 | 104,500 | SH | SOLE | 104,500 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 50,939 | 1,298,822 | SH | SOLE | 1,298,822 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 47,138 | 356,327 | SH | SOLE | 356,327 | 0 | 0 | ||
JONES LANG LASALLE INC | COM | 48020Q107 | 79,326 | 634,613 | SH | SOLE | 582,013 | 0 | 52,600 | ||
LAM RESEARCH CORP | COM | 512807108 | 311 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 17,108 | 288,500 | SH | SOLE | 288,500 | 0 | 0 | ||
LIVANOVA PLC | SHS | G5509L101 | 2,067 | 33,782 | SH | SOLE | 33,782 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 1,204 | 18,800 | SH | SOLE | 18,800 | 0 | 0 | ||
MERUS N V | COM | N5749R100 | 1,620 | 102,219 | SH | SOLE | 102,219 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 716 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 1,599 | 23,200 | SH | SOLE | 23,200 | 0 | 0 | ||
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 1,521 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
NEWMONT MINING CORP | COM | 651639106 | 3,271 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 98,004 | 2,535,040 | SH | SOLE | 2,186,525 | 0 | 348,515 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,039 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 287,297 | 5,729,900 | SH | SOLE | 5,105,872 | 0 | 624,028 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 163,605 | 3,048,368 | SH | SOLE | 2,655,368 | 0 | 393,000 | ||
PERKINELMER INC | COM | 714046109 | 2,930 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 1,599 | 47,610 | SH | SOLE | 47,610 | 0 | 0 | ||
PROTHENA CORP PLC | SHS | G72800108 | 3,598 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
QIAGEN NV | SHS NEW | N72482123 | 37,973 | 1,132,511 | SH | SOLE | 1,132,511 | 0 | 0 | ||
QIWI PLC | SPON ADR REP B | 74735M108 | 35,616 | 1,443,139 | SH | SOLE | 1,107,599 | 0 | 335,540 | ||
QUALCOMM INC | COM | 747525103 | 331 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
SCHLUMBERGER LTD | COM | 806857108 | 65,227 | 990,700 | SH | SOLE | 790,400 | 0 | 200,300 | ||
SEATTLE GENETICS INC | COM | 812578102 | 1,655 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
SINA CORP | ORD | G81477104 | 284,488 | 3,348,101 | SH | SOLE | 3,221,614 | 0 | 126,487 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 106,078 | 1,105,560 | SH | SOLE | 981,260 | 0 | 124,300 | ||
TECHNIPFMC PLC | COM | G87110105 | 190,837 | 7,016,100 | SH | SOLE | 6,229,900 | 0 | 786,200 | ||
TIFFANY & CO NEW | COM | 886547108 | 13,282 | 141,500 | SH | SOLE | 141,500 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 745 | 7,421 | SH | SOLE | 7,421 | 0 | 0 | ||
TWITTER INC | PUT | 90184l952 | 30 | 2,900 | SH | Put | SOLE | 2,900 | 0 | 0 | |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 976 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
VERISIGN INC | COM | 92343E102 | 520 | 5,600 | SH | SOLE | 5,600 | 0 | 0 | ||
WEIBO CORP | SPONSORED ADR | 948596101 | 27,010 | 406,353 | SH | SOLE | 393,705 | 0 | 12,648 | ||
WYNN RESORTS LTD | COM | 983134107 | 183,050 | 1,364,830 | SH | SOLE | 1,232,411 | 0 | 132,419 | ||
XILINX INC | COM | 983919101 | 720 | 11,200 | SH | SOLE | 11,200 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 4,237 | 161,500 | SH | SOLE | 161,500 | 0 | 0 |