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 195,791 3,970,847 SH   SOLE NONE 3,970,847 0 0
ACTIVISION BLIZZARD INC COM 00507V109 109,097 2,061,565 SH   SOLE NONE 2,061,565 0 0
ADOBE INC COM 00724F101 228 825 SH   SOLE NONE 825 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 516 94,600 PRN Put SOLE NONE 94,600 0 0
AGNICO EAGLE MINES LTD COM 008474108 9,052 168,858 SH   SOLE NONE 168,858 0 0
ALBEMARLE CORP COM 012653101 5,508 79,222 SH   SOLE NONE 79,222 0 0
ALCOA CORP COM 013872106 2,954 147,176 SH   SOLE NONE 147,176 0 0
ALCON INC ORD SHS H01301128 93,171 1,598,395 SH   SOLE NONE 1,598,395 0 0
ALIGN TECHNOLOGY INC COM 016255101 85 471 SH   SOLE NONE 471 0 0
ALPHABET INC CAP STK CL A 02079K305 410,544 336,196 SH   SOLE NONE 336,196 0 0
ANSYS INC COM 03662Q105 350 1,579 SH   SOLE NONE 1,579 0 0
ANTHEM INC COM 036752103 248,523 1,035,093 SH   SOLE NONE 1,035,093 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 8,368 1,246,447 SH   SOLE NONE 1,246,447 0 0
ARISTA NETWORKS INC COM 040413106 107 447 SH   SOLE NONE 447 0 0
BAXTER INTERNATIONAL INC COM 071813109 59,999 685,950 SH   SOLE NONE 685,950 0 0
BECTON DICKINSON AND CO COM 075887109 201,531 796,709 SH   SOLE NONE 796,709 0 0
BITAUTO HOLDINGS LTD SPONSORED ADS 091727107 17,552 1,172,095 SH   SOLE NONE 1,172,095 0 0
BOOKING HOLDINGS INC COM 09857L108 399,888 203,755 SH   SOLE NONE 203,755 0 0
BROWN-FORMAN CORP CL B 115637209 526 8,380 SH   SOLE NONE 8,380 0 0
CARA THERAPEUTICS INC COM 140755109 6,854 374,948 SH   SOLE NONE 374,948 0 0
CARRIZO OIL & GAS INC COM 144577103 1,139 132,653 SH   SOLE NONE 132,653 0 0
CENTENE CORP COM 15135B101 169,689 3,922,538 SH   SOLE NONE 3,922,538 0 0
CHEMOCENTRYX INC COM 16383L106 15,982 2,357,203 SH   SOLE NONE 2,357,203 0 0
CHEVRON CORP COM 166764100 13,073 110,226 SH   SOLE NONE 110,226 0 0
CHURCH & DWIGHT INC COM 171340102 235 3,127 SH   SOLE NONE 3,127 0 0
CIMAREX ENERGY CO COM 171798101 1,062 22,149 SH   SOLE NONE 22,149 0 0
CINTAS CORP COM 172908105 282 1,051 SH   SOLE NONE 1,051 0 0
CLOUDFLARE INC CL A COM 18915M107 1,857 100,000 SH   SOLE NONE 100,000 0 0
COCA-COLA CO/THE COM 191216100 92,852 1,705,585 SH   SOLE NONE 1,705,585 0 0
CONCHO RESOURCES INC COM 20605P101 20,024 294,906 SH   SOLE NONE 294,906 0 0
CONSTELLATION BRANDS INC CL A 21036P108 330,146 1,592,766 SH   SOLE NONE 1,592,766 0 0
COPART INC COM 217204106 125 1,555 SH   SOLE NONE 1,555 0 0
COSTCO WHOLESALE CORP COM 22160K105 234,618 814,342 SH   SOLE NONE 814,342 0 0
CRESUD S.A. SPONSORED ADR 226406106 2,702 455,956 SH   SOLE NONE 455,956 0 0
CROWDSTRIKE HOLDINGS INC CL A 22788C105 5,657 97,019 SH   SOLE NONE 97,019 0 0
DANAHER CORP COM 235851102 342 2,369 SH   SOLE NONE 2,369 0 0
DARLING INGREDIENTS INC COM 237266101 8,955 468,101 SH   SOLE NONE 468,101 0 0
DATADOG INC CL A COM 23804L103 848 25,000 SH   SOLE NONE 25,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 129,470 4,869,165 SH   SOLE NONE 4,869,165 0 0
ELASTIC NV ORD SHS N14506104 115,763 1,405,901 SH   SOLE NONE 1,405,901 0 0
ELECTRONIC ARTS INC COM 285512109 125,403 1,282,009 SH   SOLE NONE 1,282,009 0 0
ELI LILLY & CO COM 532457108 112,835 1,008,978 SH   SOLE NONE 1,008,978 0 0
EOG RESOURCES INC COM 26875P101 38,961 524,944 SH   SOLE NONE 524,944 0 0
ESTEE LAUDER COMPANIES CL A 518439104 460 2,314 SH   SOLE NONE 2,314 0 0
EVENTBRITE INC COM CL A 29975E109 1,580 89,213 SH   SOLE NONE 89,213 0 0
EXXON MOBIL CORP COM 30231G102 18,068 255,885 SH   SOLE NONE 255,885 0 0
FACEBOOK INC CL A 30303M102 448,842 2,520,469 SH   SOLE NONE 2,520,469 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 128,002 964,176 SH   SOLE NONE 964,176 0 0
FISERV INC COM 337738108 218,786 2,112,061 SH   SOLE NONE 2,112,061 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 5,088 179,865 SH   SOLE NONE 179,865 0 0
GARMIN LTD SHS H2906T109 123 1,447 SH   SOLE NONE 1,447 0 0
GEOPARK LTD USD SHS G38327105 6,280 341,130 SH   SOLE NONE 341,130 0 0
GODADDY INC CL A 380237107 229,488 3,478,176 SH   SOLE NONE 3,478,176 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508 2,091 163,334 SH   SOLE NONE 163,334 0 0
GRUBHUB INC COM 400110102 199,679 3,552,399 SH   SOLE NONE 3,552,399 0 0
GRUPO SUPERVIELLE SA SPONSORED ADR 40054A108 1,831 570,453 SH   SOLE NONE 570,453 0 0
HALLIBURTON CO COM 406216101 5,596 296,893 SH   SOLE NONE 296,893 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,976 33,916 SH   SOLE NONE 33,916 0 0
ICICI BANK LTD ADR 45104G104 137 11,000 SH   SOLE NONE 11,000 0 0
ILLUMINA INC COM 452327109 199,471 655,686 SH   SOLE NONE 655,686 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 424,376 4,599,278 SH   SOLE NONE 4,599,278 0 0
INTERCORP FINANCIAL SERVICES SHS P5626F128 11,633 281,804 SH   SOLE NONE 281,804 0 0
INTUIT INC COM 461202103 298 1,122 SH   SOLE NONE 1,122 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 163,632 303,065 SH   SOLE NONE 303,065 0 0
JD.COM INC SPON ADR CL A 47215P106 327,393 11,605,869 SH   SOLE NONE 11,605,869 0 0
KNIGHT-SWIFT TRANSPORTATION CL A 499049104 194 5,354 SH   SOLE NONE 5,354 0 0
LAMB WESTON HOLDINGS INC COM 513272104 1,486 20,431 SH   SOLE NONE 20,431 0 0
LENNOX INTERNATIONAL INC COM 526107107 224 921 SH   SOLE NONE 921 0 0
LINE CORP SPONSORED ADR 53567X101 26,050 724,591 SH   SOLE NONE 724,591 0 0
LOMA NEGRA CIA IND SPONSORED ADS 54150E104 6,254 1,087,826 SH   SOLE NONE 1,087,826 0 0
MARATHON PETROLEUM CORP COM 56585A102 8,857 145,800 SH   SOLE NONE 145,800 0 0
MARRIOTT INTERNATIONAL CL A 571903202 295 2,371 SH   SOLE NONE 2,371 0 0
MASIMO CORP COM 574795100 186 1,248 SH   SOLE NONE 1,248 0 0
MASTEC INC COM 576323109 6,084 93,696 SH   SOLE NONE 93,696 0 0
MASTERCARD INC CL A 57636Q104 134,966 496,989 SH   SOLE NONE 496,989 0 0
MERCADOLIBRE INC COM 58733R102 97,502 176,891 SH   SOLE NONE 176,891 0 0
MICROSOFT CORP COM 594918104 71,544 514,601 SH   SOLE NONE 514,601 0 0
MUELLER INDUSTRIES INC COM 624756102 4,532 158,035 SH   SOLE NONE 158,035 0 0
NATIONAL OILWELL VARCO INC COM 637071101 530 25,000 SH   SOLE NONE 25,000 0 0
NEWMONT GOLDCORP CORP COM 651639106 151,444 3,993,701 SH   SOLE NONE 3,993,701 0 0
NOBLE ENERGY INC COM 655044105 12,386 551,490 SH   SOLE NONE 551,490 0 0
NUTRIEN LTD COM 67077M108 6,603 132,375 SH   SOLE NONE 132,375 0 0
NVIDIA CORP COM 67066G104 58,602 336,665 SH   SOLE NONE 336,665 0 0
PARSLEY ENERGY INC CL A 701877102 1,371 81,585 SH   SOLE NONE 81,585 0 0
PAYCHEX INC COM 704326107 177 2,144 SH   SOLE NONE 2,144 0 0
PAYPAL HOLDINGS INC COM 70450Y103 202 1,947 SH   SOLE NONE 1,947 0 0
PDC ENERGY INC COM 69327R101 2,427 87,472 SH   SOLE NONE 87,472 0 0
PEPSICO INC COM 713448108 357 2,607 SH   SOLE NONE 2,607 0 0
PFIZER INC COM 717081103 115,890 3,225,418 SH   SOLE NONE 3,225,418 0 0
PHILLIPS 66 COM 718546104 8,885 86,771 SH   SOLE NONE 86,771 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 61,453 488,612 SH   SOLE NONE 488,612 0 0
PROCTER & GAMBLE CO/THE COM 742718109 114,743 922,521 SH   SOLE NONE 922,521 0 0
PROPETRO HOLDING CORP COM 74347M108 2,392 263,123 SH   SOLE NONE 263,123 0 0
PTC INC COM 69370C100 193,000 2,830,776 SH   SOLE NONE 2,830,776 0 0
REGENXBIO INC COM 75901B107 44,276 1,243,721 SH   SOLE NONE 1,243,721 0 0
RESMED INC COM 761152107 278 2,056 SH   SOLE NONE 2,056 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 273 2,518 SH   SOLE NONE 2,518 0 0
RPC INC COM 749660106 605 107,820 SH   SOLE NONE 107,820 0 0
SALESFORCE.COM INC COM 79466L302 108,188 728,831 SH   SOLE NONE 728,831 0 0
SEA LTD SPONSORED ADS 81141R100 136,190 4,400,726 SH   SOLE NONE 4,400,726 0 0
SEADRILL LTD COM G7998G106 168 80,000 SH   SOLE NONE 80,000 0 0
SLACK TECHNOLOGIES INC- CL A COM CL A 83088V102 4,120 173,599 SH   SOLE NONE 173,599 0 0
SM ENERGY CO COM 78454L100 378 38,997 SH   SOLE NONE 38,997 0 0
SPIRIT AIRLINES INC COM 848577102 110,979 3,057,266 SH   SOLE NONE 3,057,266 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 85,261 747,918 SH   SOLE NONE 747,918 0 0
SQUARE INC CL A 852234103 105,351 1,700,614 SH   SOLE NONE 1,700,614 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 122 2,369 SH   SOLE NONE 2,369 0 0
STEEL DYNAMICS INC COM 858119100 5,342 179,268 SH   SOLE NONE 179,268 0 0
STRYKER CORP COM 863667101 263 1,216 SH   SOLE NONE 1,216 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 41,290 888,922 SH   SOLE NONE 888,922 0 0
TECK RESOURCES LTD CL B 878742204 822 50,674 SH   SOLE NONE 50,674 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 121,309 416,489 SH   SOLE NONE 416,489 0 0
TIFFANY & CO COM 886547108 151,147 1,631,745 SH   SOLE NONE 1,631,745 0 0
TPI COMPOSITES INC COM 87266J104 2,603 138,831 SH   SOLE NONE 138,831 0 0
TRADEWEB MARKETS INC CL A 892672106 42,108 1,138,670 SH   SOLE NONE 1,138,670 0 0
TRANSPORTADOR GAS SUR SPON ADS B 893870204 2,541 299,240 SH   SOLE NONE 299,240 0 0
TRANSUNION COM 89400J107 217 2,680 SH   SOLE NONE 2,680 0 0
VALE SA SPONSORED ADS 91912E105 7,348 638,979 SH   SOLE NONE 638,979 0 0
VEEVA SYSTEMS INC CL A COM 922475108 192 1,258 SH   SOLE NONE 1,258 0 0
VERISIGN INC COM 92343E102 1,209 6,411 SH   SOLE NONE 6,411 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 23,859 2,674,458 SH   SOLE NONE 2,674,458 0 0
VISA INC COM CL A 92826C839 87,355 507,846 SH   SOLE NONE 507,846 0 0
VMWARE INC CL A COM 928563402 63 421 SH   SOLE NONE 421 0 0
WABCO HOLDINGS INC COM 92927K102 13,300 99,442 SH   SOLE NONE 99,442 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 186 1,431 SH   SOLE NONE 1,431 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 91,984 3,505,373 SH   SOLE NONE 3,505,373 0 0
YANDEX NV SHS CLASS A N97284108 16,285 465,039 SH   SOLE NONE 465,039 0 0
YY INC SPONSORED ADS A 98426T106 12,538 223,213 SH   SOLE NONE 223,213 0 0
ZOETIS INC CL A 98978V103 409 3,282 SH   SOLE NONE 3,282 0 0
ZUORA INC COM CL A 98983V106 32,686 2,171,820 SH   SOLE NONE 2,171,820 0 0