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 293,729 4,537,260 SH   SOLE NONE 4,537,260 0 0
ADOBE INC COM 00724F101 490 1,486 SH   SOLE NONE 1,486 0 0
AGNICO EAGLE MINES LTD COM 008474108 10,403 168,858 SH   SOLE NONE 168,858 0 0
ALBEMARLE CORP COM 012653101 5,786 79,222 SH   SOLE NONE 79,222 0 0
ALCOA CORP COM 013872106 3,166 147,176 SH   SOLE NONE 147,176 0 0
ALCON INC ORD SHS H01301128 140,639 2,486,131 SH   SOLE NONE 2,486,131 0 0
ALPHABET INC CAP STK CL A 02079K305 358,816 267,895 SH   SOLE NONE 267,895 0 0
AMAZON.COM INC COM 023135106 117,140 63,393 SH   SOLE NONE 63,393 0 0
ANSYS INC COM 03662Q105 742 2,884 SH   SOLE NONE 2,884 0 0
ANTHEM INC COM 036752103 304,545 1,008,315 SH   SOLE NONE 1,008,315 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 10,040 1,237,016 SH   SOLE NONE 1,237,016 0 0
ARISTA NETWORKS INC COM 040413106 129 633 SH   SOLE NONE 633 0 0
AUTODESK INC COM 052769106 257 1,403 SH   SOLE NONE 1,403 0 0
BECTON DICKINSON AND CO COM 075887109 115,555 424,883 SH   SOLE NONE 424,883 0 0
BILL.COM HOLDINGS INC COM 090043100 2,664 70,000 SH   SOLE NONE 70,000 0 0
BOOKING HOLDINGS INC COM 09857L108 205,693 100,156 SH   SOLE NONE 100,156 0 0
BROWN-FORMAN CORP CL B 115637209 1,061 15,702 SH   SOLE NONE 15,702 0 0
CALLON PETROLEUM CO COM 13123X102 1,121 232,142 SH   SOLE NONE 232,142 0 0
CARA THERAPEUTICS INC COM 140755109 14,637 908,570 SH   SOLE NONE 908,570 0 0
CENTENE CORP COM 15135B101 183,620 2,920,625 SH   SOLE NONE 2,920,625 0 0
CHEMOCENTRYX INC COM 16383L106 1,769 44,732 SH   SOLE NONE 44,732 0 0
CHEVRON CORP COM 166764100 11,327 93,991 SH   SOLE NONE 93,991 0 0
CHURCH & DWIGHT CO INC COM 171340102 310 4,405 SH   SOLE NONE 4,405 0 0
CIMAREX ENERGY CO COM 171798101 732 13,947 SH   SOLE NONE 13,947 0 0
CINTAS CORP COM 172908105 562 2,087 SH   SOLE NONE 2,087 0 0
CONSTELLATION BRANDS INC CL A 21036P108 335,933 1,770,412 SH   SOLE NONE 1,770,412 0 0
COPART INC COM 217204106 309 3,394 SH   SOLE NONE 3,394 0 0
COSTCO WHOLESALE CORP COM 22160K105 108,817 370,224 SH   SOLE NONE 370,224 0 0
CRESUD S.A. SPONSORED ADR 226406106 3,362 476,688 SH   SOLE NONE 476,688 0 0
CROWDSTRIKE HOLDINGS INC CL A 22788C105 39,512 792,306 SH   SOLE NONE 792,306 0 0
DANAHER CORP COM 235851102 747 4,864 SH   SOLE NONE 4,864 0 0
DARLING INGREDIENTS INC COM 237266101 8,979 319,756 SH   SOLE NONE 319,756 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 79,687 2,705,856 SH   SOLE NONE 2,705,856 0 0
ELASTIC NV ORD SHS N14506104 126,225 1,963,072 SH   SOLE NONE 1,963,072 0 0
ELECTRONIC ARTS INC COM 285512109 64,110 596,322 SH   SOLE NONE 596,322 0 0
EOG RESOURCES INC COM 26875P101 8,679 103,615 SH   SOLE NONE 103,615 0 0
ESTEE LAUDER COMPANIES CL A 518439104 1,574 7,620 SH   SOLE NONE 7,620 0 0
EVENTBRITE INC COM CL A 29975E109 2,206 109,385 SH   SOLE NONE 109,385 0 0
EXACT SCIENCES CORP COM 30063P105 80,828 874,015 SH   SOLE NONE 874,015 0 0
EXXON MOBIL CORP COM 30231G102 17,856 255,885 SH   SOLE NONE 255,885 0 0
FACEBOOK INC CL A 30303M102 467,554 2,277,981 SH   SOLE NONE 2,277,981 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 227,179 1,633,332 SH   SOLE NONE 1,633,332 0 0
FISERV INC COM 337738108 243,708 2,107,661 SH   SOLE NONE 2,107,661 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 5,130 139,865 SH   SOLE NONE 139,865 0 0
GARMIN LTD SHS H2906T109 257 2,638 SH   SOLE NONE 2,638 0 0
GEOPARK LTD USD SHS G38327105 6,386 288,950 SH   SOLE NONE 288,950 0 0
GODADDY INC CL A 380237107 222,447 3,275,157 SH   SOLE NONE 3,275,157 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508 1,898 163,334 SH   SOLE NONE 163,334 0 0
GRUBHUB INC COM 400110102 139,014 2,858,036 SH   SOLE NONE 2,858,036 0 0
GRUPO SUPERVIELLE SA SPONSORED ADR 40054A108 1,099 298,068 SH   SOLE NONE 298,068 0 0
HALLIBURTON CO COM 406216101 7,265 296,893 SH   SOLE NONE 296,893 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,977 31,416 SH   SOLE NONE 31,416 0 0
ICICI BANK LTD ADR 45104G104 209 13,800 SH   SOLE NONE 13,800 0 0
ILLUMINA INC COM 452327109 113,620 342,502 SH   SOLE NONE 342,502 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 376,603 4,069,193 SH   SOLE NONE 4,069,193 0 0
INTERCORP FINANCIAL SERVICES SHS P5626F128 10,552 255,575 SH   SOLE NONE 255,575 0 0
INTUIT INC COM 461202103 530 2,023 SH   SOLE NONE 2,023 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 169,993 287,563 SH   SOLE NONE 287,563 0 0
JD.COM INC SPON ADR CL A 47215P106 455,828 12,938,389 SH   SOLE NONE 12,938,389 0 0
JOYY INC ADS REPSTG COM A 46591M109 14,534 275,308 SH   SOLE NONE 275,308 0 0
KNIGHT-SWIFT TRANSPORTATION CL A 499049104 433 12,081 SH   SOLE NONE 12,081 0 0
KRAFT HEINZ CO/THE COM 500754106 123,104 3,831,500 SH   SOLE NONE 3,831,500 0 0
LENNOX INTERNATIONAL INC COM 526107107 568 2,328 SH   SOLE NONE 2,328 0 0
LINE CORP SPONSORED ADR 53567X101 8,465 172,734 SH   SOLE NONE 172,734 0 0
LIVEPERSON INC COM 538146101 3,782 102,206 SH   SOLE NONE 102,206 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 8,605 1,100,226 SH   SOLE NONE 1,100,226 0 0
MARATHON PETROLEUM CORP COM 56585A102 8,784 145,800 SH   SOLE NONE 145,800 0 0
MARRIOTT INTERNATIONAL CL A 571903202 679 4,486 SH   SOLE NONE 4,486 0 0
MASIMO CORP COM 574795100 404 2,554 SH   SOLE NONE 2,554 0 0
MASTEC INC COM 576323109 2,661 41,480 SH   SOLE NONE 41,480 0 0
MASTERCARD INC CL A 57636Q104 161,355 540,393 SH   SOLE NONE 540,393 0 0
MERCADOLIBRE INC COM 58733R102 130,104 227,450 SH   SOLE NONE 227,450 0 0
MERCK & CO. INC. COM 58933Y105 115,295 1,267,675 SH   SOLE NONE 1,267,675 0 0
MICROSOFT CORP COM 594918104 67,711 429,366 SH   SOLE NONE 429,366 0 0
MUELLER INDUSTRIES INC COM 624756102 2,954 93,035 SH   SOLE NONE 93,035 0 0
NATIONAL OILWELL VARCO INC COM 637071101 626 25,000 SH   SOLE NONE 25,000 0 0
NEWMONT GOLDCORP CORP COM 651639106 148,855 3,425,849 SH   SOLE NONE 3,425,849 0 0
NUTRIEN LTD COM 67077M108 6,342 132,375 SH   SOLE NONE 132,375 0 0
NVIDIA CORP COM 67066G104 719 3,054 SH   SOLE NONE 3,054 0 0
PARSLEY ENERGY INC CL A 701877102 1,543 81,585 SH   SOLE NONE 81,585 0 0
PAYCHEX INC COM 704326107 377 4,432 SH   SOLE NONE 4,432 0 0
PAYPAL HOLDINGS INC COM 70450Y103 497 4,592 SH   SOLE NONE 4,592 0 0
PDC ENERGY INC COM 69327R101 2,289 87,472 SH   SOLE NONE 87,472 0 0
PEPSICO INC COM 713448108 623 4,555 SH   SOLE NONE 4,555 0 0
PHILLIPS 66 COM 718546104 9,667 86,771 SH   SOLE NONE 86,771 0 0
PINTEREST INC CL A 72352L106 5,560 298,279 SH   SOLE NONE 298,279 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 11,834 78,177 SH   SOLE NONE 78,177 0 0
PROCTER & GAMBLE CO/THE COM 742718109 116,358 931,616 SH   SOLE NONE 931,616 0 0
PROPETRO HOLDING CORP COM 74347M108 2,960 263,123 SH   SOLE NONE 263,123 0 0
PTC INC COM 69370C100 190,026 2,537,388 SH   SOLE NONE 2,537,388 0 0
REGENXBIO INC COM 75901B107 11,852 289,281 SH   SOLE NONE 289,281 0 0
RESMED INC COM 761152107 596 3,847 SH   SOLE NONE 3,847 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 661 4,953 SH   SOLE NONE 4,953 0 0
RPC INC COM 749660106 565 107,820 SH   SOLE NONE 107,820 0 0
SALESFORCE.COM INC COM 79466L302 265,386 1,631,743 SH   SOLE NONE 1,631,743 0 0
SEA LTD-ADR SPONSORED ADS 81141R100 90,896 2,260,472 SH   SOLE NONE 2,260,472 0 0
SEADRILL LTD COM G7998G106 203 80,000 SH   SOLE NONE 80,000 0 0
SM ENERGY CO COM 78454L100 438 38,997 SH   SOLE NONE 38,997 0 0
SPIRIT AIRLINES INC COM 848577102 116,727 2,895,783 SH   SOLE NONE 2,895,783 0 0
SQUARE INC CL A 852234103 42,790 683,991 SH   SOLE NONE 683,991 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 288 4,689 SH   SOLE NONE 4,689 0 0
STEEL DYNAMICS INC COM 858119100 6,102 179,268 SH   SOLE NONE 179,268 0 0
STRYKER CORP COM 863667101 114,765 546,660 SH   SOLE NONE 546,660 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 35,426 609,832 SH   SOLE NONE 609,832 0 0
TECK RESOURCES LTD CL B 878742204 880 50,674 SH   SOLE NONE 50,674 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 173,627 534,451 SH   SOLE NONE 534,451 0 0
TPI COMPOSITES INC COM 87266J104 2,570 138,831 SH   SOLE NONE 138,831 0 0
TRADEWEB MARKETS INC CL A 892672106 52,444 1,131,470 SH   SOLE NONE 1,131,470 0 0
TRANSPORTADOR GAS SUR SPON ADS B 893870204 2,367 329,882 SH   SOLE NONE 329,882 0 0
TRANSUNION COM 89400J107 615 7,189 SH   SOLE NONE 7,189 0 0
TWITTER INC COM 90184L102 39,304 1,226,331 SH   SOLE NONE 1,226,331 0 0
URBAN OUTFITTERS INC COM 917047102 41,974 1,511,485 SH   SOLE NONE 1,511,485 0 0
VALE SA SPONSORED ADS 91912E105 8,293 628,265 SH   SOLE NONE 628,265 0 0
VEEVA SYSTEMS INC CL A COM 922475108 600 4,263 SH   SOLE NONE 4,263 0 0
VERISIGN INC COM 92343E102 1,456 7,554 SH   SOLE NONE 7,554 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 152 10,500 SH   SOLE NONE 10,500 0 0
VISA INC COM CL A 92826C839 46,038 245,013 SH   SOLE NONE 245,013 0 0
VMWARE INC CL A COM 928563402 116 767 SH   SOLE NONE 767 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 373 2,579 SH   SOLE NONE 2,579 0 0
WASTE MANAGEMENT INC COM 94106L109 7,538 66,148 SH   SOLE NONE 66,148 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 98,322 3,304,850 SH   SOLE NONE 3,304,850 0 0
XP INC CL A G98239109 11,556 300,000 SH   SOLE NONE 300,000 0 0
YANDEX NV SHS CLASS A N97284108 27,491 632,149 SH   SOLE NONE 632,149 0 0
ZOETIS INC CL A 98978V103 788 5,955 SH   SOLE NONE 5,955 0 0
ZUORA INC COM CL A 98983V106 19,376 1,352,148 SH   SOLE NONE 1,352,148 0 0