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
ADOBE SYS INC COM 00724F101 17,732 65,685 SH   SOLE   32,308 0 33,377
ADVANCE AUTO PARTS INC COM 00751Y106 16,651 98,914 SH   SOLE   49,170 0 49,744
APPLIED MATLS INC COM 038222105 105,571 2,731,465 SH   SOLE   1,380,511 0 1,350,954
ARAMARK COM 03852U106 69,857 1,623,817 SH   SOLE   824,072 0 799,745
AUTODESK INC COM 052769106 66,479 425,842 SH   SOLE   213,846 0 211,996
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 46,055 1,209,406 SH   SOLE   1,061,843 0 147,563
BRUNSWICK CORP COM 117043109 31,882 475,708 SH   SOLE   240,563 0 235,145
CAESARS ENTMT CORP COM 127686103 48,248 4,707,059 SH   SOLE   2,384,874 0 2,322,185
CELGENE CORP COM 151020104 70,732 790,380 SH   SOLE   338,816 0 451,564
CEMEX SAB DE CV SPON ADR NEW 151290889 88,804 12,614,126 SH   SOLE   6,334,666 0 6,279,460
CERNER CORP COM 156782104 42,392 658,171 SH   SOLE   263,840 0 394,331
COHEN & STEERS INC COM 19247A100 25,310 623,200 SH   SOLE   310,201 0 312,999
COMCAST CORP NEW CL A 20030N101 37,288 1,053,029 SH   SOLE   528,570 0 524,459
CREDICORP LTD COM G2519Y108 7,229 32,403 SH   SOLE   32,403 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 22,054 497,276 SH   SOLE   218,026 0 279,250
D R HORTON INC COM 23331A109 67,423 1,598,449 SH   SOLE   808,240 0 790,209
DESPEGAR COM CORP ORD SHS G27358103 26,838 1,590,910 SH   SOLE   895,551 0 695,359
DISNEY WALT CO COM DISNEY 254687106 60,489 517,259 SH   SOLE   263,086 0 254,173
EBAY INC COM 278642103 79,135 2,396,642 SH   SOLE   1,205,552 0 1,191,090
EDITAS MEDICINE INC COM 28106W103 15,323 481,568 SH   SOLE   186,693 0 294,875
GOLDMAN SACHS GROUP INC COM 38141G104 84,853 378,405 SH   SOLE   177,267 0 201,138
HARLEY DAVIDSON INC COM 412822108 18,944 418,185 SH   SOLE   210,070 0 208,115
HOMOLOGY MEDICINES INC COM 438083107 3,081 134,776 SH   SOLE   1,276 0 133,500
ICICI BK LTD ADR 45104G104 107,503 12,662,360 SH   SOLE   6,278,307 0 6,384,053
ILLUMINA INC COM 452327109 11,174 30,443 SH   SOLE   275 0 30,168
IQIYI INC SPONSORED ADS 46267X108 3,799 140,333 SH   SOLE   140,333 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 125 11,401 SH   SOLE   11,401 0 0
JD COM INC SPON ADR CL A 47215P106 4,470 171,332 SH   SOLE   171,332 0 0
JOHNSON CTLS INTL PLC SHS G51502105 45,307 1,294,479 SH   SOLE   645,651 0 648,828
LABORATORY CORP AMER HLDGS COM NEW 50540R409 89,307 514,201 SH   SOLE   229,677 0 284,524
LAUDER ESTEE COS INC CL A 518439104 34,668 238,561 SH   SOLE   118,245 0 120,316
LAZARD LTD SHS A G54050102 17,818 370,203 SH   SOLE   324,844 0 45,359
LIONS GATE ENTMNT CORP CL A VTG 535919401 13,100 537,074 SH   SOLE   272,116 0 264,958
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 9,306 399,436 SH   SOLE   202,120 0 197,316
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 39,234 1,429,250 SH   SOLE   819,732 0 609,518
MARSH & MCLENNAN COS INC COM 571748102 57,500 695,130 SH   SOLE   346,094 0 349,036
MEDIDATA SOLUTIONS INC COM 58471A105 80,519 1,098,316 SH   SOLE   467,805 0 630,511
MEDTRONIC PLC SHS G5960L103 52,498 533,667 SH   SOLE   213,798 0 319,869
MICRON TECHNOLOGY INC COM 595112103 86,558 1,913,769 SH   SOLE   962,818 0 950,951
MINDBODY INC COM CL A 60255W105 28,160 692,773 SH   SOLE   268,312 0 424,461
MOHAWK INDS INC COM 608190104 69,437 395,989 SH   SOLE   199,509 0 196,480
NEWMONT MINING CORP COM 651639106 58,816 1,947,578 SH   SOLE   982,065 0 965,513
NIKE INC CL B 654106103 43,466 513,044 SH   SOLE   258,371 0 254,673
NUVASIVE INC COM 670704105 4,692 66,102 SH   SOLE   687 0 65,415
ORACLE CORP COM 68389X105 88,951 1,725,190 SH   SOLE   861,496 0 863,694
PLANET FITNESS INC CL A 72703H101 4,756 88,020 SH   SOLE   817 0 87,203
ROPER TECHNOLOGIES INC COM 776696106 25,677 86,686 SH   SOLE   42,599 0 44,087
SPOTIFY TECHNOLOGY S A SHS L8681T102 35,695 197,392 SH   SOLE   99,432 0 97,960
STANLEY BLACK & DECKER INC COM 854502101 56,592 386,451 SH   SOLE   193,941 0 192,510
STERICYCLE INC COM 858912108 49,298 840,134 SH   SOLE   418,593 0 421,541
T MOBILE US INC COM 872590104 36,782 524,128 SH   SOLE   257,801 0 266,327
TAPESTRY INC COM 876030107 45,491 904,910 SH   SOLE   456,813 0 448,097
TELADOC HEALTH INC COM 87918A105 25,803 298,847 SH   SOLE   72,476 0 226,371
THERMO FISHER SCIENTIFIC INC COM 883556102 54,033 221,378 SH   SOLE   86,734 0 134,644
TIFFANY & CO NEW COM 886547108 13,720 106,374 SH   SOLE   52,887 0 53,487
TRANSDIGM GROUP INC COM 893641100 34,495 92,653 SH   SOLE   46,562 0 46,091
TRIMBLE INC COM 896239100 44,857 1,032,121 SH   SOLE   521,082 0 511,039
TRIPADVISOR INC COM 896945201 4,408 86,297 SH   SOLE   43,544 0 42,753
VEEVA SYS INC CL A COM 922475108 4,202 38,590 SH   SOLE   365 0 38,225
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 39,825 6,382,543 SH   SOLE   3,595,755 0 2,786,788
ZILLOW GROUP INC CL C CAP STK 98954M200 69,666 1,574,342 SH   SOLE   795,210 0 779,132