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
ALLEGION PUB LTD CO ORD SHS COM G0176J109 79,254 716,910 SH   SOLE 0 0 0 716,910
AQUAVENTURE HLDGS LTD SHS COM G0443N107 13,979 700,000 SH   SOLE 0 0 0 700,000
BIOHAVEN PHARMACTL HLDG CO L COM COM G11196105 6,656 152,000 SH   SOLE 0 0 0 152,000
CREDICORP LTD COM COM G2519Y108 12,971 56,665 SH   SOLE 0 0 0 56,665
GATES INDUSTRIAL CORPRATIN P ORD SHS COM G39108108 5,705 500,000 SH   SOLE 0 0 0 500,000
SINA CORP ORD COM G81477104 431 10,000 SH   SOLE 0 0 0 10,000
TE CONNECTIVITY LTD REG SHS COM H84989104 297 3,100 SH   SOLE 0 0 0 3,100
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 39,936 345,438 SH   SOLE 0 0 0 345,438
MELLANOX TECHNOLOGIES LTD SHS COM M51363113 28,794 260,181 SH   SOLE 0 0 0 260,181
YANDEX N V SHS CLASS A COM N97284108 11,528 303,356 SH   SOLE 0 0 0 303,356
AZURE PWR GLOBAL LTD SHS COM V0393H103 8,119 769,596 SH   SOLE 0 0 0 769,596
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 50,616 417,586 SH   SOLE 0 0 0 417,586
ABBOTT LABS COM COM 002824100 86,974 1,034,177 SH   SOLE 0 0 0 1,034,177
ABBVIE INC COM COM 00287Y109 35,015 481,500 SH   SOLE 0 0 0 481,500
ABIOMED INC COM COM 003654100 6,642 25,500 SH   SOLE 0 0 0 25,500
ACTIVISION BLIZZARD INC COM COM 00507V109 27,151 575,239 SH   SOLE 0 0 0 575,239
ADOBE INC COM COM 00724F101 22,842 77,522 SH   SOLE 0 0 0 77,522
AERIE PHARMACEUTICALS INC COM COM 00771V108 11,400 385,800 SH   SOLE 0 0 0 385,800
AGIOS PHARMACEUTICALS INC COM COM 00847X104 9,278 186,000 SH   SOLE 0 0 0 186,000
ALARM COM HLDGS INC COM COM 011642105 13,375 250,000 SH   SOLE 0 0 0 250,000
ALBEMARLE CORP COM COM 012653101 30,041 426,659 SH   SOLE 0 0 0 426,659
ALEXION PHARMACEUTICALS INC COM COM 015351109 12,639 96,496 SH   SOLE 0 0 0 96,496
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 324,373 1,914,270 SH   SOLE 0 0 0 1,914,270
ALIGN TECHNOLOGY INC COM COM 016255101 10,852 39,649 SH   SOLE 0 0 0 39,649
ALPHABET INC CAP STK CL C COM 02079K107 40,469 37,440 SH   SOLE 0 0 0 37,440
ALPHABET INC CAP STK CL A COM 02079K305 41,741 38,549 SH   SOLE 0 0 0 38,549
AMAZON COM INC COM COM 023135106 95,937 50,663 SH   SOLE 0 0 0 50,663
AMERESCO INC CL A COM 02361E108 9,116 618,896 SH   SOLE 0 0 0 618,896
AMERICAN EXPRESS CO COM COM 025816109 17,417 141,100 SH   SOLE 0 0 0 141,100
AMGEN INC COM COM 031162100 16,425 89,128 SH   SOLE 0 0 0 89,128
ANSYS INC COM COM 03662Q105 17,369 84,800 SH   SOLE 0 0 0 84,800
APPLE INC COM COM 037833100 65,302 329,942 SH   SOLE 0 0 0 329,942
ARQULE INC COM COM 04269E107 11,781 1,070,000 SH   SOLE 0 0 0 1,070,000
ARRAY BIOPHARMA INC COM COM 04269X105 36,865 795,712 SH   SOLE 0 0 0 795,712
ASHLAND GLOBAL HLDGS INC COM COM 044186104 27,910 349,000 SH   SOLE 0 0 0 349,000
AUTOHOME INC SP ADR RP CL A ADR 05278C107 27,065 316,110 SH   SOLE 0 0 0 316,110
AUTOMATIC DATA PROCESSING IN COM COM 053015103 9,980 60,366 SH   SOLE 0 0 0 60,366
BAIDU INC SPON ADR REP A ADR 056752108 23,625 201,304 SH   SOLE 0 0 0 201,304
BLOOM ENERGY CORP COM CL A COM 093712107 7,300 594,977 SH   SOLE 0 0 0 594,977
BOINGO WIRELESS INC COM COM 09739C102 34,538 1,922,000 SH   SOLE 0 0 0 1,922,000
BOOKING HLDGS INC COM COM 09857L108 36,990 19,731 SH   SOLE 0 0 0 19,731
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 105,337 698,200 SH   SOLE 0 0 0 698,200
CAVCO INDS INC DEL COM COM 149568107 17,329 110,000 SH   SOLE 0 0 0 110,000
CENTENE CORP DEL COM COM 15135B101 20,582 392,482 SH   SOLE 0 0 0 392,482
CHURCH & DWIGHT INC COM COM 171340102 8,457 115,752 SH   SOLE 0 0 0 115,752
CISCO SYS INC COM COM 17275R102 27,663 505,454 SH   SOLE 0 0 0 505,454
CLARUS CORP NEW COM COM 18270P109 895 62,000 SH   SOLE 0 0 0 62,000
COGNEX CORP COM COM 192422103 6,237 130,000 SH   SOLE 0 0 0 130,000
COHERENT INC COM COM 192479103 1,992 14,604 SH   SOLE 0 0 0 14,604
COLUMBIA SPORTSWEAR CO COM COM 198516106 36,468 364,100 SH   SOLE 0 0 0 364,100
COMCAST CORP NEW CL A COM 20030N101 31,871 753,817 SH   SOLE 0 0 0 753,817
COOPER COS INC COM NEW COM 216648402 105,270 312,477 SH   SOLE 0 0 0 312,477
COREPOINT LODGING INC COM COM 21872L104 185 14,920 SH   SOLE 0 0 0 14,920
COSTCO WHSL CORP NEW COM COM 22160K105 17,811 67,400 SH   SOLE 0 0 0 67,400
CRYOPORT INC COM PAR $0.001 COM 229050307 2,933 160,080 SH   SOLE 0 0 0 160,080
CTRIP COM INTL LTD SPONSORED ADS COM 22943F100 1,846 50,000 SH   SOLE 0 0 0 50,000
DAQO NEW ENERGY CORP SPNSRD ADR NEW ADR 23703Q203 6,899 162,834 SH   SOLE 0 0 0 162,834
DIGIMARC CORP NEW COM COM 25381B101 3,995 90,000 SH   SOLE 0 0 0 90,000
DISNEY WALT CO COM DISNEY COM 254687106 60,066 430,147 SH   SOLE 0 0 0 430,147
EAST WEST BANCORP INC COM COM 27579R104 124,593 2,663,951 SH   SOLE 0 0 0 2,663,951
ECOLAB INC COM COM 278865100 9,971 50,500 SH   SOLE 0 0 0 50,500
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 27,419 1,280,083 SH   SOLE 0 0 0 1,280,083
EVERBRIDGE INC COM COM 29978A104 14,307 160,000 SH   SOLE 0 0 0 160,000
EVERSPIN TECHNOLOGIES INC COM COM 30041T104 3,912 600,000 SH   SOLE 0 0 0 600,000
EVOLENT HEALTH INC CL A COM 30050B101 6,360 800,000 SH   SOLE 0 0 0 800,000
EVOQUA WATER TECHNOLOGIES CO COM COM 30057T105 9,256 650,000 SH   SOLE 0 0 0 650,000
EXACT SCIENCES CORP COM COM 30063P105 22,428 190,000 SH   SOLE 0 0 0 190,000
FACEBOOK INC CL A COM 30303M102 18,142 94,000 SH   SOLE 0 0 0 94,000
FAIR ISAAC CORP COM COM 303250104 62,804 200,000 SH   SOLE 0 0 0 200,000
FIBROGEN INC COM COM 31572Q808 10,211 226,000 SH   SOLE 0 0 0 226,000
58 COM INC SPON ADR REP A ADR 31680Q104 19,705 316,954 SH   SOLE 0 0 0 316,954
51JOB INC SPONSORED ADS COM 316827104 378 5,000 SH   SOLE 0 0 0 5,000
FIRST HORIZON NATL CORP COM COM 320517105 13,437 900,000 SH   SOLE 0 0 0 900,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 51,310 525,443 SH   SOLE 0 0 0 525,443
FIRST SOLAR INC COM COM 336433107 16,438 250,280 SH   SOLE 0 0 0 250,280
GAMESTOP CORP NEW CL A COM 36467W109 65 11,900 SH   SOLE 0 0 0 11,900
GILEAD SCIENCES INC COM COM 375558103 6,699 99,157 SH   SOLE 0 0 0 99,157
GLOBAL WTR RES INC COM COM 379463102 8,009 767,150 SH   SOLE 0 0 0 767,150
GLU MOBILE INC COM COM 379890106 8,975 1,250,000 SH   SOLE 0 0 0 1,250,000
GRAND CANYON ED INC COM COM 38526M106 144,778 1,237,210 SH   SOLE 0 0 0 1,237,210
GRAVITY CO LTD SPONSORED ADS NE COM 38911N206 831 18,000 SH   SOLE 0 0 0 18,000
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B ADR 40051E202 63,209 389,915 SH   SOLE 0 0 0 389,915
GUARDANT HEALTH INC COM COM 40131M109 8,029 93,000 SH   SOLE 0 0 0 93,000
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 19,716 699,648 SH   SOLE 0 0 0 699,648
HOME DEPOT INC COM COM 437076102 68,659 330,139 SH   SOLE 0 0 0 330,139
IAC INTERACTIVECORP COM COM 44919P508 78,149 359,256 SH   SOLE 0 0 0 359,256
IAA INC COM ADDED COM 449253103 15,512 400,000 SH   SOLE 0 0 0 400,000
IPG PHOTONICS CORP COM COM 44980X109 35,178 228,060 SH   SOLE 0 0 0 228,060
ILLUMINA INC COM COM 452327109 22,329 60,653 SH   SOLE 0 0 0 60,653
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 12,332 143,500 SH   SOLE 0 0 0 143,500
INTERNATIONAL FLAVORS&FRAGRA COM COM 459506101 266 1,830 SH   SOLE 0 0 0 1,830
INTUIT COM COM 461202103 23,376 89,450 SH   SOLE 0 0 0 89,450
INVITAE CORP COM COM 46185L103 7,872 335,000 SH   SOLE 0 0 0 335,000
ITAU UNIBANCO HLDG SA SPON ADR REP PFD ADR 465562106 958 101,705 SH   SOLE 0 0 0 101,705
JD COM INC SPON ADR CL A ADR 47215P106 19,688 650,000 SH   SOLE 0 0 0 650,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 2,891 133,273 SH   SOLE 0 0 0 133,273
JOHNSON & JOHNSON COM COM 478160104 49,847 357,892 SH   SOLE 0 0 0 357,892
KAR AUCTION SVCS INC COM COM 48238T109 10,000 400,000 SH   SOLE 0 0 0 400,000
KADANT INC COM COM 48282T104 58,509 644,300 SH   SOLE 0 0 0 644,300
KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 13,148 146,400 SH   SOLE 0 0 0 146,400
LCI INDS COM COM 50189K103 19,800 220,000 SH   SOLE 0 0 0 220,000
LAUDER ESTEE COS INC CL A COM 518439104 28,967 158,195 SH   SOLE 0 0 0 158,195
LILLY ELI & CO COM COM 532457108 87,135 786,486 SH   SOLE 0 0 0 786,486
LOOP INDS INC COM COM 543518104 1,450 146,625 SH   SOLE 0 0 0 146,625
MSA SAFETY INC COM COM 553498106 25,370 240,729 SH   SOLE 0 0 0 240,729
MARTIN MARIETTA MATLS INC COM COM 573284106 6,788 29,500 SH   SOLE 0 0 0 29,500
MASIMO CORP COM COM 574795100 19,867 133,500 SH   SOLE 0 0 0 133,500
MASTEC INC COM COM 576323109 29,887 580,000 SH   SOLE 0 0 0 580,000
MASTERCARD INC CL A COM 57636Q104 131,504 497,125 SH   SOLE 0 0 0 497,125
MAXIMUS INC COM COM 577933104 14,508 200,000 SH   SOLE 0 0 0 200,000
MERCK & CO INC COM COM 58933Y105 75,858 904,683 SH   SOLE 0 0 0 904,683
MICROSOFT CORP COM COM 594918104 141,440 1,055,839 SH   SOLE 0 0 0 1,055,839
MINERVA NEUROSCIENCES INC COM COM 603380106 1,436 255,000 SH   SOLE 0 0 0 255,000
MIRATI THERAPEUTICS INC COM COM 60468T105 4,223 41,000 SH   SOLE 0 0 0 41,000
MOMO INC ADR ADR 60879B107 39,741 1,110,070 SH   SOLE 0 0 0 1,110,070
MYOKARDIA INC COM COM 62857M105 2,156 43,000 SH   SOLE 0 0 0 43,000
NAPCO SEC TECHNOLOGIES INC COM COM 630402105 890 30,000 SH   SOLE 0 0 0 30,000
NASDAQ INC COM COM 631103108 58,163 604,794 SH   SOLE 0 0 0 604,794
NATIONAL BK HLDGS CORP CL A COM 633707104 11,979 330,000 SH   SOLE 0 0 0 330,000
NATIONAL VISION HLDGS INC COM COM 63845R107 4,394 143,000 SH   SOLE 0 0 0 143,000
NEKTAR THERAPEUTICS COM COM 640268108 2,100 59,033 SH   SOLE 0 0 0 59,033
NETEASE INC SPONSORED ADR ADR 64110W102 62,481 244,285 SH   SOLE 0 0 0 244,285
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 14,944 177,000 SH   SOLE 0 0 0 177,000
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 26,001 269,216 SH   SOLE 0 0 0 269,216
NIKE INC CL B COM 654106103 17,176 204,600 SH   SOLE 0 0 0 204,600
NU SKIN ENTERPRISES INC CL A COM 67018T105 7,398 150,000 SH   SOLE 0 0 0 150,000
NUANCE COMMUNICATIONS INC COM COM 67020Y100 15,970 1,000,000 SH   SOLE 0 0 0 1,000,000
NVIDIA CORP COM COM 67066G104 31,337 190,812 SH   SOLE 0 0 0 190,812
ORMAT TECHNOLOGIES INC COM COM 686688102 14,898 235,021 SH   SOLE 0 0 0 235,021
PRA HEALTH SCIENCES INC COM COM 69354M108 278 2,800 SH   SOLE 0 0 0 2,800
PTC THERAPEUTICS INC COM COM 69366J200 12,150 270,000 SH   SOLE 0 0 0 270,000
PARK CITY GROUP INC COM NEW COM 700215304 6,184 1,153,641 SH   SOLE 0 0 0 1,153,641
PAYPAL HLDGS INC COM COM 70450Y103 73,955 646,120 SH   SOLE 0 0 0 646,120
PLANET FITNESS INC CL A COM 72703H101 7,244 100,000 SH   SOLE 0 0 0 100,000
PLURALSIGHT INC COM CL A COM 72941B106 6,822 225,000 SH   SOLE 0 0 0 225,000
POOL CORPORATION COM COM 73278L105 105,519 552,454 SH   SOLE 0 0 0 552,454
PROGRESSIVE CORP OHIO COM COM 743315103 91,447 1,144,085 SH   SOLE 0 0 0 1,144,085
PROOFPOINT INC COM COM 743424103 12,025 100,000 SH   SOLE 0 0 0 100,000
PROSPERITY BANCSHARES INC COM COM 743606105 29,590 448,000 SH   SOLE 0 0 0 448,000
PROTO LABS INC COM COM 743713109 40,159 346,136 SH   SOLE 0 0 0 346,136
QUDIAN INC ADR ADR 747798106 375 50,000 SH   SOLE 0 0 0 50,000
REDFIN CORP COM COM 75737F108 17,890 995,000 SH   SOLE 0 0 0 995,000
REEDS INC COM COM 758338107 2,268 600,000 SH   SOLE 0 0 0 600,000
RETROPHIN INC COM COM 761299106 12,312 612,856 SH   SOLE 0 0 0 612,856
ROCKWELL AUTOMATION INC COM COM 773903109 19,594 119,600 SH   SOLE 0 0 0 119,600
ROLLINS INC COM COM 775711104 12,554 350,000 SH   SOLE 0 0 0 350,000
SVB FINL GROUP COM COM 78486Q101 42,750 190,346 SH   SOLE 0 0 0 190,346
SALESFORCE COM INC COM COM 79466L302 18,815 124,000 SH   SOLE 0 0 0 124,000
SAREPTA THERAPEUTICS INC COM COM 803607100 3,267 21,500 SH   SOLE 0 0 0 21,500
SENSIENT TECHNOLOGIES CORP COM COM 81725T100 13,226 180,000 SH   SOLE 0 0 0 180,000
SERVICE CORP INTL COM COM 817565104 146,268 3,126,725 SH   SOLE 0 0 0 3,126,725
SMITH A O CORP COM COM 831865209 16,773 355,670 SH   SOLE 0 0 0 355,670
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 15,283 244,682 SH   SOLE 0 0 0 244,682
SOUTHSIDE BANCSHARES INC COM COM 84470P109 18,780 580,000 SH   SOLE 0 0 0 580,000
STARBUCKS CORP COM COM 855244109 15,970 190,500 SH   SOLE 0 0 0 190,500
STRATEGIC ED INC COM COM 86272C103 23,140 130,000 SH   SOLE 0 0 0 130,000
SUNRUN INC COM COM 86771W105 16,270 867,277 SH   SOLE 0 0 0 867,277
SYNCHRONY FINL COM COM 87165B103 12,412 358,000 SH   SOLE 0 0 0 358,000
TD AMERITRADE HLDG CORP COM COM 87236Y108 16,598 332,500 SH   SOLE 0 0 0 332,500
TJX COS INC NEW COM COM 872540109 10,630 201,015 SH   SOLE 0 0 0 201,015
TPI COMPOSITES INC COM COM 87266J104 46,924 1,898,234 SH   SOLE 0 0 0 1,898,234
TABULA RASA HEALTHCARE INC COM COM 873379101 6,241 125,000 SH   SOLE 0 0 0 125,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS COM 874039100 41,912 1,070,000 SH   SOLE 0 0 0 1,070,000
TAL EDUCATION GROUP SPONSORED ADS COM 874080104 5,277 138,500 SH   SOLE 0 0 0 138,500
TELADOC HEALTH INC COM COM 87918A105 18,372 276,639 SH   SOLE 0 0 0 276,639
THERMO FISHER SCIENTIFIC INC COM COM 883556102 101,530 345,718 SH   SOLE 0 0 0 345,718
TIVITY HEALTH INC COM COM 88870R102 13,152 800,000 SH   SOLE 0 0 0 800,000
TREX CO INC COM COM 89531P105 35,133 490,000 SH   SOLE 0 0 0 490,000
TRUPANION INC COM COM 898202106 14,452 400,000 SH   SOLE 0 0 0 400,000
TYLER TECHNOLOGIES INC COM COM 902252105 10,801 50,000 SH   SOLE 0 0 0 50,000
UMPQUA HLDGS CORP COM COM 904214103 18,183 1,096,000 SH   SOLE 0 0 0 1,096,000
UNITEDHEALTH GROUP INC COM COM 91324P102 153,348 628,449 SH   SOLE 0 0 0 628,449
UNIVERSAL DISPLAY CORP COM COM 91347P105 4,948 26,312 SH   SOLE 0 0 0 26,312
VAIL RESORTS INC COM COM 91879Q109 33,477 150,000 SH   SOLE 0 0 0 150,000
VEEVA SYS INC CL A COM COM 922475108 11,246 69,374 SH   SOLE 0 0 0 69,374
VERTEX PHARMACEUTICALS INC COM COM 92532F100 18,521 101,000 SH   SOLE 0 0 0 101,000
VISTEON CORP COM NEW COM 92839U206 8,201 140,000 SH   SOLE 0 0 0 140,000
WATSCO INC COM COM 942622200 19,624 120,000 SH   SOLE 0 0 0 120,000
WEIBO CORP SPONSORED ADR ADR 948596101 7,432 170,648 SH   SOLE 0 0 0 170,648
WELBILT INC COM COM 949090104 43,753 2,619,942 SH   SOLE 0 0 0 2,619,942
WESTERN ALLIANCE BANCORP COM COM 957638109 21,242 475,000 SH   SOLE 0 0 0 475,000
WESTROCK CO COM COM 96145D105 10,839 297,209 SH   SOLE 0 0 0 297,209
WILLDAN GROUP INC COM COM 96924N100 10,846 291,176 SH   SOLE 0 0 0 291,176
WORLDPAY INC CL A COM 981558109 39,503 322,343 SH   SOLE 0 0 0 322,343
XYLEM INC COM COM 98419M100 55,788 667,000 SH   SOLE 0 0 0 667,000
YY INC SPONSORED ADS A COM 98426T106 885 12,700 SH   SOLE 0 0 0 12,700
YUM CHINA HLDGS INC COM COM 98850P109 8,316 180,000 SH   SOLE 0 0 0 180,000
ZIONS BANCORPORATION N A COM COM 989701107 10,575 230,000 SH   SOLE 0 0 0 230,000
ZTO EXPRESS CAYMAN INC SPONSORED ADS A COM 98980A105 382 20,000 SH   SOLE 0 0 0 20,000