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 INC COM 00724F101 13,229 58,472 SH   SOLE   24,146 0 34,326
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 77,478 565,256 SH   SOLE   240,011 0 325,245
APPLIED MATLS INC COM 038222105 79,313 2,422,499 SH   SOLE   1,029,705 0 1,392,794
ARAMARK COM 03852U106 36,711 1,267,203 SH   SOLE   540,585 0 726,618
AUTODESK INC COM 052769106 48,579 377,727 SH   SOLE   159,510 0 218,217
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 25,977 871,434 SH   SOLE   734,681 0 136,753
BRUNSWICK CORP COM 117043109 19,594 421,849 SH   SOLE   179,644 0 242,205
CAESARS ENTMT CORP COM 127686103 17,896 2,635,661 SH   SOLE   1,114,952 0 1,520,709
CELGENE CORP COM 151020104 45,931 716,689 SH   SOLE   255,245 0 461,444
CEMEX SAB DE CV SPON ADR NEW 151290889 53,950 11,192,912 SH   SOLE   4,725,547 0 6,467,365
CERNER CORP COM 156782104 31,435 599,434 SH   SOLE   197,394 0 402,040
COHEN & STEERS INC COM 19247A100 18,998 553,532 SH   SOLE   231,490 0 322,042
COMCAST CORP NEW CL A 20030N101 31,823 934,621 SH   SOLE   394,435 0 540,186
CREDICORP LTD COM G2519Y108 10,165 45,854 SH   SOLE   45,854 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 12,814 448,480 SH   SOLE   162,802 0 285,678
D R HORTON INC COM 23331A109 49,191 1,419,226 SH   SOLE   602,936 0 816,290
DESPEGAR COM CORP ORD SHS G27358103 20,100 1,619,509 SH   SOLE   840,335 0 776,258
DISNEY WALT CO COM DISNEY 254687106 13,188 120,262 SH   SOLE   51,269 0 68,993
EBAY INC COM 278642103 59,650 2,125,022 SH   SOLE   898,844 0 1,226,178
EDITAS MEDICINE INC COM 28106W103 10,004 439,757 SH   SOLE   139,517 0 300,240
FARFETCH LTD ORD SH CL A 30744W107 21,275 1,201,245 SH   SOLE   509,420 0 691,825
GOLDMAN SACHS GROUP INC COM 38141G104 75,520 452,077 SH   SOLE   180,591 0 271,486
HARLEY DAVIDSON INC COM 412822108 12,590 368,997 SH   SOLE   156,737 0 212,260
HOMOLOGY MEDICINES INC COM 438083107 3,014 134,776 SH   SOLE   1,276 0 133,500
ICICI BK LTD ADR 45104G104 73,698 7,162,018 SH   SOLE   3,002,094 0 4,159,924
ILLUMINA INC COM 452327109 31,875 106,272 SH   SOLE   32,487 0 73,785
IQIYI INC SPONSORED ADS 46267X108 2,950 198,401 SH   SOLE   198,401 0 0
JD COM INC SPON ADR CL A 47215P106 5,073 242,388 SH   SOLE   242,388 0 0
JOHNSON CTLS INTL PLC SHS G51502105 34,083 1,149,500 SH   SOLE   481,883 0 667,617
LABORATORY CORP AMER HLDGS COM NEW 50540R409 63,767 504,641 SH   SOLE   189,225 0 315,416
LAUDER ESTEE COS INC CL A 518439104 21,374 164,286 SH   SOLE   68,423 0 95,863
LAZARD LTD SHS A G54050102 10,614 287,549 SH   SOLE   242,190 0 45,359
LIONS GATE ENTMNT CORP CL A VTG 535919401 7,663 475,951 SH   SOLE   203,044 0 272,907
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 5,268 354,104 SH   SOLE   150,860 0 203,244
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 33,373 1,371,701 SH   SOLE   744,341 0 627,360
MARSH & MCLENNAN COS INC COM 571748102 11,608 145,559 SH   SOLE   57,648 0 87,911
MEDIDATA SOLUTIONS INC COM 58471A105 66,974 993,386 SH   SOLE   349,312 0 644,074
MEDTRONIC PLC SHS G5960L103 44,202 485,954 SH   SOLE   159,811 0 326,143
MICRON TECHNOLOGY INC COM 595112103 63,735 2,008,671 SH   SOLE   848,245 0 1,160,426
MINDBODY INC COM CL A 60255W105 37,160 1,020,890 SH   SOLE   355,963 0 664,927
MOHAWK INDS INC COM 608190104 33,465 286,132 SH   SOLE   120,696 0 165,436
NEWMONT MINING CORP COM 651639106 59,888 1,728,349 SH   SOLE   734,471 0 993,878
NIKE INC CL B 654106103 33,745 455,140 SH   SOLE   192,899 0 262,241
NUVASIVE INC COM 670704105 3,276 66,102 SH   SOLE   687 0 65,415
ORACLE CORP COM 68389X105 21,047 466,166 SH   SOLE   188,013 0 278,153
PLANET FITNESS INC CL A 72703H101 3,468 64,684 SH   SOLE   597 0 64,087
ROPER TECHNOLOGIES INC COM 776696106 20,566 77,164 SH   SOLE   31,806 0 45,358
SPOTIFY TECHNOLOGY S A SHS L8681T102 19,893 175,260 SH   SOLE   74,173 0 101,087
STANLEY BLACK & DECKER INC COM 854502101 41,046 342,789 SH   SOLE   144,665 0 198,124
STERICYCLE INC COM 858912108 27,372 746,038 SH   SOLE   312,220 0 433,818
T MOBILE US INC COM 872590104 8,899 139,905 SH   SOLE   57,274 0 82,631
TAPESTRY INC COM 876030107 27,089 802,624 SH   SOLE   340,780 0 461,844
TELADOC HEALTH INC COM 87918A105 22,538 454,675 SH   SOLE   123,150 0 331,525
THERMO FISHER SCIENTIFIC INC COM 883556102 45,008 201,117 SH   SOLE   64,799 0 136,318
TIFFANY & CO NEW COM 886547108 7,558 93,877 SH   SOLE   39,459 0 54,418
TRANSDIGM GROUP INC COM 893641100 27,944 82,175 SH   SOLE   34,739 0 47,436
TRIMBLE INC COM 896239100 30,128 915,431 SH   SOLE   388,715 0 526,716
TRIPADVISOR INC COM 896945201 4,126 76,495 SH   SOLE   32,483 0 44,012
VEEVA SYS INC CL A COM 922475108 3,447 38,590 SH   SOLE   365 0 38,225
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 34,667 6,349,117 SH   SOLE   3,311,836 0 3,037,281
ZILLOW GROUP INC CL C CAP STK 98954M200 65,490 2,073,767 SH   SOLE   880,228 0 1,193,539