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
21VIANET GROUP INC SPONSORED ADS A 90138A103 7,192 519,808 SH   SOLE NONE 519,808 0 0
58.COM INC SPON ADR REP A 31680Q104 234,718 4,819,123 SH   SOLE NONE 4,819,123 0 0
ADOBE INC COM 00724F101 1,039 3,266 SH   SOLE NONE 3,266 0 0
AGNICO EAGLE MINES LTD COM 008474108 7,164 180,040 SH   SOLE NONE 180,040 0 0
ALBEMARLE CORP COM 012653101 3,693 65,511 SH   SOLE NONE 65,511 0 0
ALCOA CORP COM 013872106 907 147,176 SH   SOLE NONE 147,176 0 0
ALCON INC ORD SHS H01301128 126,209 2,483,431 SH   SOLE NONE 2,483,431 0 0
ALIBABA GROUP HOLDING SPONSORED ADS 01609W102 165 846 SH   SOLE NONE 846 0 0
ALPHABET INC CAP STK CL A 02079K305 270,500 232,802 SH   SOLE NONE 232,802 0 0
ALPHABET INC CAP STK CL A 02079K305 8,134 7,000 PRN Call SOLE NONE 7,000 0 0
AMAZON.COM INC COM 023135106 393,355 201,748 SH   SOLE NONE 201,748 0 0
ANAPLAN INC COM 03272L108 14,716 486,310 SH   SOLE NONE 486,310 0 0
ANSYS INC COM 03662Q105 1,473 6,338 SH   SOLE NONE 6,338 0 0
ANTHEM INC COM 036752103 177,445 781,540 SH   SOLE NONE 781,540 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 3,155 945,107 SH   SOLE NONE 945,107 0 0
AUTODESK INC COM 052769106 745 4,774 SH   SOLE NONE 4,774 0 0
BARRICK GOLD CORP COM 067901108 66,346 3,621,124 SH   SOLE NONE 3,621,124 0 0
BECTON DICKINSON AND CO COM 075887109 92,560 402,851 SH   SOLE NONE 402,851 0 0
BOOKING HOLDINGS INC COM 09857L108 131,267 97,576 SH   SOLE NONE 97,576 0 0
BOOKING HOLDINGS INC COM 09857L108 8,879 6,600 PRN Call SOLE NONE 6,600 0 0
BROWN-FORMAN CORP CL B 115637209 1,629 29,342 SH   SOLE NONE 29,342 0 0
CALLON PETROLEUM CO COM 13123X102 127 232,142 SH   SOLE NONE 232,142 0 0
CARA THERAPEUTICS INC COM 140755109 23,607 1,787,062 SH   SOLE NONE 1,787,062 0 0
CENTENE CORP COM 15135B101 148,659 2,502,356 SH   SOLE NONE 2,502,356 0 0
CHEMOCENTRYX INC COM 16383L106 2,526 62,870 SH   SOLE NONE 62,870 0 0
CHEVRON CORP COM 166764100 1,768 24,404 SH   SOLE NONE 24,404 0 0
CIMAREX ENERGY CO COM 171798101 66 3,947 SH   SOLE NONE 3,947 0 0
CINTAS CORP COM 172908105 380 2,192 SH   SOLE NONE 2,192 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 3,367 1,980,508 SH   SOLE NONE 1,980,508 0 0
CONSTELLATION BRANDS INC CL A 21036P108 243,789 1,700,494 SH   SOLE NONE 1,700,494 0 0
COPART INC COM 217204106 352 5,138 SH   SOLE NONE 5,138 0 0
CORBUS PHARMACEUTICALS HOLDI COM 21833P103 3,835 731,785 SH   SOLE NONE 731,785 0 0
COSTCO WHOLESALE CORP COM 22160K105 78,179 274,176 SH   SOLE NONE 274,176 0 0
CRESUD S.A. SPONSORED ADR 226406106 1,137 330,726 SH   SOLE NONE 330,726 0 0
CROWDSTRIKE HOLDINGS INC CL A 22788C105 35,541 638,301 SH   SOLE NONE 638,301 0 0
DANAHER CORP COM 235851102 728 5,262 SH   SOLE NONE 5,262 0 0
DARLING INGREDIENTS INC COM 237266101 7,432 387,699 SH   SOLE NONE 387,699 0 0
DOLLAR GENERAL CORP COM 256677105 69,243 458,530 SH   SOLE NONE 458,530 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 93,816 497,367 SH   SOLE NONE 497,367 0 0
ELASTIC NV ORD SHS N14506104 107,717 1,930,074 SH   SOLE NONE 1,930,074 0 0
ELECTRONIC ARTS INC COM 285512109 4,930 49,212 SH   SOLE NONE 49,212 0 0
EOG RESOURCES INC COM 26875P101 1,099 30,583 SH   SOLE NONE 30,583 0 0
ESTEE LAUDER COMPANIES CL A 518439104 2,182 13,691 SH   SOLE NONE 13,691 0 0
EXACT SCIENCES CORP COM 30063P105 54,517 939,936 SH   SOLE NONE 939,936 0 0
EXXON MOBIL CORP COM 30231G102 1,394 36,704 SH   SOLE NONE 36,704 0 0
FACEBOOK INC CL A 30303M102 272,962 1,636,470 SH   SOLE NONE 1,636,470 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 196,361 1,614,216 SH   SOLE NONE 1,614,216 0 0
FISERV INC COM 337738108 35,758 376,436 SH   SOLE NONE 376,436 0 0
GARDNER DENVER HLDGS INC COM 36555P107 3,469 139,865 SH   SOLE NONE 139,865 0 0
GARMIN LTD SHS H2906T109 180 2,396 SH   SOLE NONE 2,396 0 0
GDS HOLDINGS LTD SPONSORED ADS 36165L108 86,651 1,494,694 SH   SOLE NONE 1,494,694 0 0
GEOPARK LTD USD SHS G38327105 2,290 323,894 SH   SOLE NONE 323,894 0 0
GODADDY INC CL A 380237107 140,940 2,467,770 SH   SOLE NONE 2,467,770 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508 1,326 163,334 SH   SOLE NONE 163,334 0 0
GRUBHUB INC COM 400110102 46,546 1,142,844 SH   SOLE NONE 1,142,844 0 0
HALLIBURTON CO COM 406216101 2,034 296,893 SH   SOLE NONE 296,893 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 442 11,416 SH   SOLE NONE 11,416 0 0
HUBSPOT INC COM 443573100 775 5,816 SH   SOLE NONE 5,816 0 0
ILLUMINA INC COM 452327109 47,316 173,235 SH   SOLE NONE 173,235 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 194,933 2,413,924 SH   SOLE NONE 2,413,924 0 0
INTERCORP FINANCIAL SERVICES SHS P5626F128 2,905 105,601 SH   SOLE NONE 105,601 0 0
INTUIT INC COM 461202103 1,336 5,807 SH   SOLE NONE 5,807 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 64,051 129,335 SH   SOLE NONE 129,335 0 0
JD.COM INC SPON ADR CL A 47215P106 377,904 9,331,097 SH   SOLE NONE 9,331,097 0 0
JOYY INC REPSTG COM A 46591M109 15,027 282,763 SH   SOLE NONE 282,763 0 0
KNIGHT-SWIFT TRANSPORTATION CL A 499049104 415 12,663 SH   SOLE NONE 12,663 0 0
KRAFT HEINZ CO/THE COM 500754106 88,887 3,592,779 SH   SOLE NONE 3,592,779 0 0
KRAFT HEINZ CO/THE COM 500754106 37,367 1,510,400 PRN Call SOLE NONE 1,510,400 0 0
LENNOX INTERNATIONAL INC COM 526107107 423 2,328 SH   SOLE NONE 2,328 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 699 15,386 SH   SOLE NONE 15,386 0 0
LULULEMON ATHLETICA INC COM 550021109 18,239 96,224 SH   SOLE NONE 96,224 0 0
MARATHON PETROLEUM CORP COM 56585A102 1,996 84,500 SH   SOLE NONE 84,500 0 0
MARRIOTT INTERNATIONAL CL A 571903202 106 1,421 SH   SOLE NONE 1,421 0 0
MASIMO CORP COM 574795100 1,177 6,644 SH   SOLE NONE 6,644 0 0
MASTEC INC COM 576323109 1,358 41,480 SH   SOLE NONE 41,480 0 0
MASTERCARD INC CL A 57636Q104 142,006 587,835 SH   SOLE NONE 587,835 0 0
MERCADOLIBRE INC COM 58733R102 98,356 201,338 SH   SOLE NONE 201,338 0 0
MERCK & CO. INC. COM 58933Y105 129,337 1,681,009 SH   SOLE NONE 1,681,009 0 0
MICROSOFT CORP COM 594918104 3,676 23,306 SH   SOLE NONE 23,306 0 0
MUELLER INDUSTRIES INC COM 624756102 2,227 93,035 SH   SOLE NONE 93,035 0 0
NEW ORIENTAL EDUCATIO SPON ADR 647581107 703 6,496 SH   SOLE NONE 6,496 0 0
NEWMONT CORP COM 651639106 174,313 3,849,492 SH   SOLE NONE 3,849,492 0 0
NUTRIEN LTD COM 67077M108 5,204 153,321 SH   SOLE NONE 153,321 0 0
NVIDIA CORP COM 67066G104 1,317 4,998 SH   SOLE NONE 4,998 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,272 263,005 SH   SOLE NONE 263,005 0 0
PARSLEY ENERGY INC CL A 701877102 467 81,585 SH   SOLE NONE 81,585 0 0
PAYCHEX INC COM 704326107 342 5,431 SH   SOLE NONE 5,431 0 0
PAYPAL HOLDINGS INC COM 70450Y103 171,491 1,791,187 SH   SOLE NONE 1,791,187 0 0
PDC ENERGY INC COM 69327R101 543 87,472 SH   SOLE NONE 87,472 0 0
PEPSICO INC COM 713448108 1,236 10,295 SH   SOLE NONE 10,295 0 0
PHILLIPS 66 COM 718546104 975 18,177 SH   SOLE NONE 18,177 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 487 6,940 SH   SOLE NONE 6,940 0 0
PROCTER & GAMBLE CO/THE COM 742718109 110,423 1,003,791 SH   SOLE NONE 1,003,791 0 0
PROPETRO HOLDING CORP COM 74347M108 748 299,283 SH   SOLE NONE 299,283 0 0
PTC INC COM 69370C100 9,409 153,711 SH   SOLE NONE 153,711 0 0
REGENXBIO INC COM 75901B107 5,469 168,905 SH   SOLE NONE 168,905 0 0
RESMED INC COM 761152107 1,347 9,142 SH   SOLE NONE 9,142 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 223 6,944 SH   SOLE NONE 6,944 0 0
RPC INC COM 749660106 222 107,820 SH   SOLE NONE 107,820 0 0
SABRE CORP COM 78573M104 6,020 1,015,113 SH   SOLE NONE 1,015,113 0 0
SALESFORCE.COM INC COM 79466L302 140,321 974,549 SH   SOLE NONE 974,549 0 0
SEA LTD SPONSORED ADS 81141R100 74,518 1,681,674 SH   SOLE NONE 1,681,674 0 0
SEADRILL LTD COM G7998G106 34 80,000 SH   SOLE NONE 80,000 0 0
SM ENERGY CO COM 78454L100 48 38,997 SH   SOLE NONE 38,997 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 194 4,438 SH   SOLE NONE 4,438 0 0
STEEL DYNAMICS INC COM 858119100 3,613 160,300 SH   SOLE NONE 160,300 0 0
STRYKER CORP COM 863667101 99,313 596,528 SH   SOLE NONE 596,528 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 35,141 735,299 SH   SOLE NONE 735,299 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 55,415 467,207 SH   SOLE NONE 467,207 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 16 309 SH   SOLE NONE 309 0 0
TECK RESOURCES LTD CL B 878742204 383 50,674 SH   SOLE NONE 50,674 0 0
TESLA INC COM 88160R101 35,800 68,325 SH   SOLE NONE 68,325 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 79,014 278,610 SH   SOLE NONE 278,610 0 0
T-MOBILE US INC COM 872590104 93,566 1,115,222 SH   SOLE NONE 1,115,222 0 0
TPI COMPOSITES INC COM 87266J104 3,308 223,827 SH   SOLE NONE 223,827 0 0
TRADEWEB MARKETS INC CL A 892672106 60,348 1,435,485 SH   SOLE NONE 1,435,485 0 0
TRANSPORTADOR GAS SUR SPON ADS B 893870204 1,569 343,470 SH   SOLE NONE 343,470 0 0
TRANSUNION COM 89400J107 1,194 18,040 SH   SOLE NONE 18,040 0 0
TWITTER INC COM 90184L102 34,069 1,387,190 SH   SOLE NONE 1,387,190 0 0
TYSON FOODS INC CL A 902494103 2,552 44,098 SH   SOLE NONE 44,098 0 0
URBAN OUTFITTERS INC COM 917047102 13,789 968,352 SH   SOLE NONE 968,352 0 0
VALE SA SPONSORED ADS 91912E105 4,589 553,579 SH   SOLE NONE 553,579 0 0
VEEVA SYSTEMS INC CL A COM 922475108 763 4,881 SH   SOLE NONE 4,881 0 0
VERISIGN INC COM 92343E102 2,249 12,487 SH   SOLE NONE 12,487 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 794 50,993 SH   SOLE NONE 50,993 0 0
VISA INC COM CL A 92826C839 25,073 155,620 SH   SOLE NONE 155,620 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 444 4,601 SH   SOLE NONE 4,601 0 0
WASTE MANAGEMENT INC COM 94106L109 6,123 66,148 SH   SOLE NONE 66,148 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 110,085 3,998,623 SH   SOLE NONE 3,998,623 0 0
YANDEX NV SHS CLASS A N97284108 20,795 610,797 SH   SOLE NONE 610,797 0 0
ZOETIS INC CL A 98978V103 1,314 11,161 SH   SOLE NONE 11,161 0 0