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
58.COM INC SPON ADR REP A 31680Q104 227,489 3,659,142 SH   SOLE NONE 3,659,142 0 0
ACTIVISION BLIZZARD INC COM 00507V109 134,314 2,845,635 SH   SOLE NONE 2,845,635 0 0
ADOBE INC COM 00724F101 239 812 SH   SOLE NONE 812 0 0
AFFIMED NV COM N01045108 3,927 1,368,315 SH   SOLE NONE 1,368,315 0 0
AGNICO EAGLE MINES LTD COM 008474108 6,786 132,437 SH   SOLE NONE 132,437 0 0
ALBEMARLE CORP COM 012653101 5,578 79,222 SH   SOLE NONE 79,222 0 0
ALCOA CORP COM 013872106 6,669 284,892 SH   SOLE NONE 284,892 0 0
ALCON INC ORD SHS H01301128 63,980 1,031,101 SH   SOLE NONE 1,031,101 0 0
ALIGN TECHNOLOGY INC COM 016255101 204 747 SH   SOLE NONE 747 0 0
ALPHABET INC CAP STK CL A 02079K305 438,717 405,169 SH   SOLE NONE 405,169 0 0
ANSYS INC COM 03662Q105 289 1,410 SH   SOLE NONE 1,410 0 0
ANTHEM INC COM 036752103 289,344 1,025,279 SH   SOLE NONE 1,025,279 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 8,370 1,149,747 SH   SOLE NONE 1,149,747 0 0
ARISTA NETWORKS INC COM 040413106 116 447 SH   SOLE NONE 447 0 0
BAXTER INTERNATIONAL INC COM 071813109 116,361 1,420,767 SH   SOLE NONE 1,420,767 0 0
BECTON DICKINSON AND CO COM 075887109 269,259 1,068,445 SH   SOLE NONE 1,068,445 0 0
BITAUTO HOLDINGS LTD SPONSORED ADS 091727107 13,404 1,280,263 SH   SOLE NONE 1,280,263 0 0
BOOKING HOLDINGS INC COM 09857L108 372,079 198,473 SH   SOLE NONE 198,473 0 0
BROWN-FORMAN CORP CL B 115637209 547 9,875 SH   SOLE NONE 9,875 0 0
CARA THERAPEUTICS INC COM 140755109 14,034 652,742 SH   SOLE NONE 652,742 0 0
CARRIZO OIL & GAS INC COM 144577103 4,125 411,692 SH   SOLE NONE 411,692 0 0
CENTENE CORP COM 15135B101 158,292 3,018,545 SH   SOLE NONE 3,018,545 0 0
CHEMOCENTRYX INC COM 16383L106 17,499 1,881,609 SH   SOLE NONE 1,881,609 0 0
CHEVRON CORP COM 166764100 10,549 84,774 SH   SOLE NONE 84,774 0 0
CHEWY INC CL A 16679L109 68 1,946 SH   SOLE NONE 1,946 0 0
CHURCH & DWIGHT CO INC COM 171340102 164 2,243 SH   SOLE NONE 2,243 0 0
CIMAREX ENERGY CO COM 171798101 7,985 134,590 SH   SOLE NONE 134,590 0 0
CINTAS CORP COM 172908105 130 548 SH   SOLE NONE 548 0 0
CONCHO RESOURCES INC COM 20605P101 30,377 294,406 SH   SOLE NONE 294,406 0 0
CONSTELLATION BRANDS INC CL A 21036P108 359,726 1,826,577 SH   SOLE NONE 1,826,577 0 0
COPART INC COM 217204106 116 1,555 SH   SOLE NONE 1,555 0 0
COSTCO WHOLESALE CORP COM 22160K105 174,440 660,109 SH   SOLE NONE 660,109 0 0
CRESUD S.A. SPONSORED ADR 226406106 4,758 453,968 SH   SOLE NONE 453,968 0 0
CROWDSTRIKE HOLDINGS INC CL A 22788C105 9,173 134,325 SH   SOLE NONE 134,325 0 0
DANAHER CORP COM 235851102 303 2,118 SH   SOLE NONE 2,118 0 0
DARLING INGREDIENTS INC COM 237266101 9,311 468,101 SH   SOLE NONE 468,101 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 194,579 5,756,785 SH   SOLE NONE 5,756,785 0 0
ELASTIC NV ORD SHS N14506104 98,309 1,316,762 SH   SOLE NONE 1,316,762 0 0
ELECTRONIC ARTS INC COM 285512109 185,360 1,830,534 SH   SOLE NONE 1,830,534 0 0
EOG RESOURCES INC COM 26875P101 47,101 505,591 SH   SOLE NONE 505,591 0 0
ESTEE LAUDER COMPANIES CL A 518439104 333 1,820 SH   SOLE NONE 1,820 0 0
EXXON MOBIL CORP COM 30231G102 14,772 192,774 SH   SOLE NONE 192,774 0 0
FACEBOOK INC CL A 30303M102 572,856 2,968,164 SH   SOLE NONE 2,968,164 0 0
FISERV INC COM 337738108 179,815 1,972,517 SH   SOLE NONE 1,972,517 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 6,691 193,385 SH   SOLE NONE 193,385 0 0
GARMIN LTD SHS H2906T109 115 1,447 SH   SOLE NONE 1,447 0 0
GEOPARK LTD USD SHS G38327105 8,607 464,230 SH   SOLE NONE 464,230 0 0
GODADDY INC CL A 380237107 228,665 3,259,655 SH   SOLE NONE 3,259,655 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508 6,882 598,412 SH   SOLE NONE 598,412 0 0
GRUBHUB INC COM 400110102 287,197 3,682,479 SH   SOLE NONE 3,682,479 0 0
GRUPO SUPERVIELLE SA SPONSORED ADR 40054A108 5,932 752,798 SH   SOLE NONE 752,798 0 0
HALLIBURTON CO COM 406216101 6,751 296,893 SH   SOLE NONE 296,893 0 0
ILLUMINA INC COM 452327109 148,778 404,122 SH   SOLE NONE 404,122 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 443,661 5,162,445 SH   SOLE NONE 5,162,445 0 0
INTUIT INC COM 461202103 293 1,122 SH   SOLE NONE 1,122 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 165,030 314,613 SH   SOLE NONE 314,613 0 0
JD.COM INC SPON ADR CL A 47215P106 220,790 7,289,205 SH   SOLE NONE 7,289,205 0 0
KNIGHT-SWIFT TRANSPORTATION CL A 499049104 153 4,656 SH   SOLE NONE 4,656 0 0
KRAFT HEINZ CO/THE COM 500754106 8,387 270,200 PRN Put SOLE NONE 270,200 0 0
LAMB WESTON HOLDINGS INC COM 513272104 790 12,468 SH   SOLE NONE 12,468 0 0
LENNOX INTERNATIONAL INC COM 526107107 174 631 SH   SOLE NONE 631 0 0
LINE CORP SPONSORED ADR 53567X101 21,204 753,527 SH   SOLE NONE 753,527 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 12,396 1,059,461 SH   SOLE NONE 1,059,461 0 0
MARATHON PETROLEUM CORP COM 56585A102 10,074 180,288 SH   SOLE NONE 180,288 0 0
MARRIOTT INTERNATIONAL CL A 571903202 313 2,231 SH   SOLE NONE 2,231 0 0
MASIMO CORP COM 574795100 244 1,637 SH   SOLE NONE 1,637 0 0
MASTEC INC COM 576323109 5,856 113,639 SH   SOLE NONE 113,639 0 0
MASTERCARD INC CL A 57636Q104 101,904 385,226 SH   SOLE NONE 385,226 0 0
MEDTRONIC PLC SHS G5960L103 74,020 760,033 SH   SOLE NONE 760,033 0 0
MERCADOLIBRE INC COM 58733R102 96,361 157,511 SH   SOLE NONE 157,511 0 0
MERCK & CO. INC. COM 58933Y105 111,931 1,334,894 SH   SOLE NONE 1,334,894 0 0
MICROSOFT CORP COM 594918104 82,389 615,030 SH   SOLE NONE 615,030 0 0
MUELLER INDUSTRIES INC COM 624756102 4,626 158,035 SH   SOLE NONE 158,035 0 0
NATIONAL OILWELL VARCO INC COM 637071101 556 25,000 SH   SOLE NONE 25,000 0 0
NEWMONT GOLDCORP CORP COM 651639106 151,911 3,948,809 SH   SOLE NONE 3,948,809 0 0
NIKE INC CL B 654106103 619 7,371 SH   SOLE NONE 7,371 0 0
NOBLE ENERGY INC COM 655044105 12,331 550,490 SH   SOLE NONE 550,490 0 0
NUTRIEN LTD COM 67077M108 7,077 132,375 SH   SOLE NONE 132,375 0 0
NVIDIA CORP COM 67066G104 132,677 807,872 SH   SOLE NONE 807,872 0 0
PARSLEY ENERGY INC CL A 701877102 5,318 279,735 SH   SOLE NONE 279,735 0 0
PAYCHEX INC COM 704326107 106 1,294 SH   SOLE NONE 1,294 0 0
PAYPAL HOLDINGS INC COM 70450Y103 120,634 1,053,938 SH   SOLE NONE 1,053,938 0 0
PDC ENERGY INC COM 69327R101 6,451 178,892 SH   SOLE NONE 178,892 0 0
PEPSICO INC COM 713448108 342 2,608 SH   SOLE NONE 2,608 0 0
PHILLIPS 66 COM 718546104 8,117 86,771 SH   SOLE NONE 86,771 0 0
PINTEREST INC CL A 72352L106 6,677 245,300 SH   SOLE NONE 245,300 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 75,923 493,452 SH   SOLE NONE 493,452 0 0
PROPETRO HOLDING CORP COM 74347M108 5,447 263,123 SH   SOLE NONE 263,123 0 0
PTC INC COM 69370C100 244,688 2,726,024 SH   SOLE NONE 2,726,024 0 0
REALREAL INC/THE COM 88339P101 1,028 35,588 SH   SOLE NONE 35,588 0 0
REGENXBIO INC COM 75901B107 71,007 1,382,262 SH   SOLE NONE 1,382,262 0 0
RESMED INC COM 761152107 240 1,967 SH   SOLE NONE 1,967 0 0
REVOLVE GROUP INC CL A 76156B107 468 13,559 SH   SOLE NONE 13,559 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 232 1,914 SH   SOLE NONE 1,914 0 0
RPC INC COM 749660106 1,210 167,820 SH   SOLE NONE 167,820 0 0
SEA LTD SPONSORED ADS 81141R100 103,561 3,117,439 SH   SOLE NONE 3,117,439 0 0
SEADRILL LTD COM G7998G106 262 63,000 SH   SOLE NONE 63,000 0 0
SM ENERGY CO COM 78454L100 1,627 129,950 SH   SOLE NONE 129,950 0 0
SPIRIT AIRLINES INC COM 848577102 132,339 2,772,667 SH   SOLE NONE 2,772,667 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 140,550 961,224 SH   SOLE NONE 961,224 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 136 2,369 SH   SOLE NONE 2,369 0 0
STEEL DYNAMICS INC COM 858119100 5,042 166,938 SH   SOLE NONE 166,938 0 0
STRYKER CORP COM 863667101 250 1,216 SH   SOLE NONE 1,216 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 53,896 1,375,952 SH   SOLE NONE 1,375,952 0 0
TECK RESOURCES LTD CL B 878742204 3,099 134,380 SH   SOLE NONE 134,380 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 307 1,046 SH   SOLE NONE 1,046 0 0
TIFFANY & CO COM 886547108 152,109 1,624,407 SH   SOLE NONE 1,624,407 0 0
TRADEWEB MARKETS INC CL A 892672106 53,674 1,225,153 SH   SOLE NONE 1,225,153 0 0
TRANSPORTADOR GAS SUR SPONSORED ADS B 893870204 4,041 279,440 SH   SOLE NONE 279,440 0 0
TRANSUNION COM 89400J107 250 3,397 SH   SOLE NONE 3,397 0 0
VALE SA SPONSORED ADS 91912E105 6,490 482,873 SH   SOLE NONE 482,873 0 0
VEEVA SYSTEMS INC CL A COM 922475108 140 865 SH   SOLE NONE 865 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 36,364 4,213,721 SH   SOLE NONE 4,213,721 0 0
VISA INC COM CL A 92826C839 86,923 500,852 SH   SOLE NONE 500,852 0 0
VMWARE INC CL A COM 928563402 97 579 SH   SOLE NONE 579 0 0
WABCO HOLDINGS INC COM 92927K102 13,186 99,442 SH   SOLE NONE 99,442 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 236 1,690 SH   SOLE NONE 1,690 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 90,713 3,751,563 SH   SOLE NONE 3,751,563 0 0
WORLDPAY INC CL A 981558109 125,536 1,024,364 SH   SOLE NONE 1,024,364 0 0
YANDEX NV SHS CLASS A N97284108 20,170 530,789 SH   SOLE NONE 530,789 0 0
YY INC SPONSORED ADS A 98426T106 11,282 161,895 SH   SOLE NONE 161,895 0 0
ZOETIS INC CL A 98978V103 372 3,282 SH   SOLE NONE 3,282 0 0
ZOOM VIDEO COMMUNICATIONS CL A 98980L101 8,710 98,100 SH   SOLE NONE 98,100 0 0
ZUORA INC COM CL A 98983V106 33,205 2,167,420 SH   SOLE NONE 2,167,420 0 0