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 16,936 706,787 SH   SOLE NONE 706,787 0 0
58.COM INC SPON ADR REP A 31680Q104 72,414 1,342,619 SH   SOLE NONE 1,342,619 0 0
ADOBE INC COM 00724F101 1,745 4,024 SH   SOLE NONE 4,024 0 0
AGNICO EAGLE MINES LTD COM 008474108 15,978 249,416 SH   SOLE NONE 249,416 0 0
ALBEMARLE CORP COM 012653101 6,315 81,795 SH   SOLE NONE 81,795 0 0
ALCON INC ORD SHS H01301128 99,804 1,741,173 SH   SOLE NONE 1,741,173 0 0
ALPHABET INC CAP STK CL A 02079K305 324,248 228,667 SH   SOLE NONE 228,667 0 0
ALPHABET INC CAP STK CL A 02079K305 9,926 7,000 PRN Call SOLE NONE 7,000 0 0
AMAZON.COM INC COM 023135106 449,251 162,848 SH   SOLE NONE 162,848 0 0
AMEDISYS INC COM 023436108 33,416 168,308 SH   SOLE NONE 168,308 0 0
ANSYS INC COM 03662Q105 9,380 32,183 SH   SOLE NONE 32,183 0 0
ANTHEM INC COM 036752103 214,189 814,499 SH   SOLE NONE 814,499 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 3,171 755,862 SH   SOLE NONE 755,862 0 0
AUTODESK INC COM 052769106 8,435 35,288 SH   SOLE NONE 35,288 0 0
BANK OF AMERICA CORP COM 060505104 150 6,400 SH   SOLE NONE 6,400 0 0
BARRICK GOLD CORP COM 067901108 85,581 3,177,062 SH   SOLE NONE 3,177,062 0 0
BAXTER INTERNATIONAL INC COM 071813109 130,725 1,518,327 SH   SOLE NONE 1,518,327 0 0
BECTON DICKINSON AND CO COM 075887109 60,483 252,795 SH   SOLE NONE 252,795 0 0
BLACKSTONE MORTGAGE TRU COM CL A 09257W100 95,525 3,965,349 SH   SOLE NONE 3,965,349 0 0
BOOKING HOLDINGS INC COM 09857L108 169,627 106,527 SH   SOLE NONE 106,527 0 0
BOOKING HOLDINGS INC COM 09857L108 10,509 6,600 PRN Call SOLE NONE 6,600 0 0
BOSTON SCIENTIFIC CORP COM 101137107 112,371 3,200,575 SH   SOLE NONE 3,200,575 0 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 270 2,300 SH   SOLE NONE 2,300 0 0
BROWN-FORMAN CORP CL B 115637209 2,444 38,421 SH   SOLE NONE 38,421 0 0
CARA THERAPEUTICS INC COM 140755109 35,314 2,065,153 SH   SOLE NONE 2,065,153 0 0
CENTENE CORP COM 15135B101 178,577 2,810,072 SH   SOLE NONE 2,810,072 0 0
CHEMOCENTRYX INC COM 16383L106 3,360 58,396 SH   SOLE NONE 58,396 0 0
CINTAS CORP COM 172908105 632 2,374 SH   SOLE NONE 2,374 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 3,643 1,937,608 SH   SOLE NONE 1,937,608 0 0
CONSTELLATION BRANDS INC CL A 21036P108 321,627 1,838,402 SH   SOLE NONE 1,838,402 0 0
COPART INC COM 217204106 529 6,356 SH   SOLE NONE 6,356 0 0
CORBUS PHARMACEUTICALS HOLDI COM 21833P103 31,659 3,773,440 SH   SOLE NONE 3,773,440 0 0
COSTCO WHOLESALE CORP COM 22160K105 52,751 173,977 SH   SOLE NONE 173,977 0 0
CRESUD S.A. SPONSORED ADR 226406106 724 242,910 SH   SOLE NONE 242,910 0 0
DANAHER CORP COM 235851102 9,526 53,871 SH   SOLE NONE 53,871 0 0
DARLING INGREDIENTS INC COM 237266101 6,928 281,378 SH   SOLE NONE 281,378 0 0
DOLLAR GENERAL CORP COM 256677105 107,097 562,162 SH   SOLE NONE 562,162 0 0
ECOLAB INC COM 278865100 6,782 34,089 SH   SOLE NONE 34,089 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,303 33,412 SH   SOLE NONE 33,412 0 0
ELASTIC NV ORD SHS N14506104 192,619 2,088,924 SH   SOLE NONE 2,088,924 0 0
ELECTRONIC ARTS INC COM 285512109 1,796 13,624 SH   SOLE NONE 13,624 0 0
ESTEE LAUDER COMPANIES CL A 518439104 3,476 18,454 SH   SOLE NONE 18,454 0 0
FACEBOOK INC CL A 30303M102 353,870 1,558,513 SH   SOLE NONE 1,558,513 0 0
FACEBOOK INC CL A 30303M102 10,332 45,500 PRN Call SOLE NONE 45,500 0 0
FARFETCH LTD ORD SH CL A 30744W107 2,629 152,253 SH   SOLE NONE 152,253 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 268,497 2,002,462 SH   SOLE NONE 2,002,462 0 0
GARMIN LTD SHS H2906T109 234 2,396 SH   SOLE NONE 2,396 0 0
GDS HOLDINGS LTD SPONSORED ADS 36165L108 114,308 1,434,913 SH   SOLE NONE 1,434,913 0 0
GEOPARK LTD USD SHS G38327105 3,171 323,894 SH   SOLE NONE 323,894 0 0
GODADDY INC CL A 380237107 161,764 2,205,993 SH   SOLE NONE 2,205,993 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 152 3,340 SH   SOLE NONE 3,340 0 0
HEXCEL CORP COM 428291108 5,220 115,438 SH   SOLE NONE 115,438 0 0
HUYA INC ADS REP SHS A 44852D108 994 53,232 SH   SOLE NONE 53,232 0 0
ILLUMINA INC COM 452327109 1,952 5,288 SH   SOLE NONE 5,288 0 0
INGERSOLL-RAND INC COM 45687V106 1,130 40,175 SH   SOLE NONE 40,175 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 208,632 2,277,726 SH   SOLE NONE 2,277,726 0 0
INTERCORP FINANCIAL SERVICES SHS P5626F128 2,514 94,888 SH   SOLE NONE 94,888 0 0
INTUIT INC COM 461202103 2,454 8,321 SH   SOLE NONE 8,321 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,852 3,265 SH   SOLE NONE 3,265 0 0
JD.COM INC SPON ADR CL A 47215P106 603,783 10,033,396 SH   SOLE NONE 10,033,396 0 0
JOYY INC ADS REPSTG CLA 46591M109 12,825 144,773 SH   SOLE NONE 144,773 0 0
KINGSOFT CLOUD HOLDINGS ADS 49639K101 107,885 3,425,126 SH   SOLE NONE 3,425,126 0 0
KNIGHT-SWIFT TRANSPORTATION CL A 499049104 575 13,775 SH   SOLE NONE 13,775 0 0
KRAFT HEINZ CO/THE COM 500754106 122,274 3,834,281 SH   SOLE NONE 3,834,281 0 0
LAMB WESTON HOLDINGS INC COM 513272104 26,795 419,146 SH   SOLE NONE 419,146 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 213 5,000 SH   SOLE NONE 5,000 0 0
LENNOX INTERNATIONAL INC COM 526107107 542 2,328 SH   SOLE NONE 2,328 0 0
MARRIOTT INTERNATIONAL CL A 571903202 122 1,421 SH   SOLE NONE 1,421 0 0
MASIMO CORP COM 574795100 1,994 8,790 SH   SOLE NONE 8,790 0 0
MASTEC INC COM 576323109 1,861 41,480 SH   SOLE NONE 41,480 0 0
MASTERCARD INC CL A 57636Q104 103,865 351,265 SH   SOLE NONE 351,265 0 0
MCDONALD'S CORP COM 580135101 557 3,020 SH   SOLE NONE 3,020 0 0
MEDTRONIC PLC SHS G5960L103 107,522 1,172,563 SH   SOLE NONE 1,172,563 0 0
MERCADOLIBRE INC COM 58733R102 87,712 88,982 SH   SOLE NONE 88,982 0 0
MERCK & CO. INC. COM 58933Y105 168,572 2,179,945 SH   SOLE NONE 2,179,945 0 0
MICROSOFT CORP COM 594918104 5,629 27,659 SH   SOLE NONE 27,659 0 0
MOMO INC ADR 60879B107 15,303 875,413 SH   SOLE NONE 875,413 0 0
MUELLER INDUSTRIES INC COM 624756102 745 28,035 SH   SOLE NONE 28,035 0 0
NETFLIX INC COM 64110L106 144,199 316,907 SH   SOLE NONE 316,907 0 0
NEW ORIENTAL EDUCATIO SPON ADR 647581107 356 2,731 SH   SOLE NONE 2,731 0 0
NEWMONT CORP COM 651639106 221,557 3,588,966 SH   SOLE NONE 3,588,966 0 0
NIO INC SPON ADS 62914V106 25,300 3,280,520 SH   SOLE NONE 3,280,520 0 0
NUTRIEN LTD COM 67077M108 2,107 65,651 SH   SOLE NONE 65,651 0 0
NVIDIA CORP COM 67066G104 1,905 5,038 SH   SOLE NONE 5,038 0 0
NVR INC COM 62944T105 1,013 311 SH   SOLE NONE 311 0 0
NXP SEMICONDUCTORS NV COM N6596X109 100,714 883,169 SH   SOLE NONE 883,169 0 0
ON SEMICONDUCTOR CORP COM 682189105 7,678 387,383 SH   SOLE NONE 387,383 0 0
PAYCHEX INC COM 704326107 498 6,569 SH   SOLE NONE 6,569 0 0
PAYPAL HOLDINGS INC COM 70450Y103 161,876 929,172 SH   SOLE NONE 929,172 0 0
PEPSICO INC COM 713448108 2,050 15,518 SH   SOLE NONE 15,518 0 0
PLANET FITNESS INC CL A 72703H101 48,333 797,986 SH   SOLE NONE 797,986 0 0
PROCTER & GAMBLE CO/THE COM 742718109 108,542 907,790 SH   SOLE NONE 907,790 0 0
REGENXBIO INC COM 75901B107 6,379 173,192 SH   SOLE NONE 173,192 0 0
RESMED INC COM 761152107 2,508 13,101 SH   SOLE NONE 13,101 0 0
ROSS STORES INC COM 778296103 384 4,500 SH   SOLE NONE 4,500 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 257 5,101 SH   SOLE NONE 5,101 0 0
SALESFORCE.COM INC COM 79466L302 233,104 1,244,375 SH   SOLE NONE 1,244,375 0 0
SEA LTD SPONSORED ADS 81141R100 81,480 759,650 SH   SOLE NONE 759,650 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 251 4,438 SH   SOLE NONE 4,438 0 0
STARBUCKS CORP COM 855244109 316 4,300 SH   SOLE NONE 4,300 0 0
STRYKER CORP COM 863667101 76,308 423,524 SH   SOLE NONE 423,524 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 33,738 594,384 SH   SOLE NONE 594,384 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 32 475 SH   SOLE NONE 475 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,225 25,489 SH   SOLE NONE 25,489 0 0
TJX COMPANIES INC COM 872540109 501 9,900 SH   SOLE NONE 9,900 0 0
T-MOBILE US INC COM 872590104 146,479 1,406,401 SH   SOLE NONE 1,406,401 0 0
TPI COMPOSITES INC COM 87266J104 6,595 282,210 SH   SOLE NONE 282,210 0 0
TRADEWEB MARKETS INC CL A 892672106 76,322 1,312,702 SH   SOLE NONE 1,312,702 0 0
TRANSPORTADOR GAS SUR SPON ADS B 893870204 1,937 343,470 SH   SOLE NONE 343,470 0 0
TRANSUNION COM 89400J107 2,116 24,420 SH   SOLE NONE 24,420 0 0
TRIP.COM GROUP LTD ADS 89677Q107 4,820 185,940 SH   SOLE NONE 185,940 0 0
TWITTER INC COM 90184L102 35,809 1,202,043 SH   SOLE NONE 1,202,043 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,537 81,620 SH   SOLE NONE 81,620 0 0
URBAN OUTFITTERS INC COM 917047102 17,673 1,161,174 SH   SOLE NONE 1,161,174 0 0
VEEVA SYSTEMS INC CL A COM 922475108 1,076 4,588 SH   SOLE NONE 4,588 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 26,947 1,353,533 SH   SOLE NONE 1,353,533 0 0
VISA INC COM CL A 92826C839 20,871 108,052 SH   SOLE NONE 108,052 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 2,024 18,150 SH   SOLE NONE 18,150 0 0
WASTE MANAGEMENT INC COM 94106L109 8,950 84,510 SH   SOLE NONE 84,510 0 0
WEX INC COM 96208T104 776 4,700 SH   SOLE NONE 4,700 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 157,290 3,571,228 SH   SOLE NONE 3,571,228 0 0
YANDEX NV SHS CLASS A N97284108 42,416 848,297 SH   SOLE NONE 848,297 0 0
ZOETIS INC CL A 98978V103 2,180 15,995 SH   SOLE NONE 15,995 0 0
ZOOM VIDEO COMMUNICATIONS CL A 98980L101 3,536 13,948 SH   SOLE NONE 13,948 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 6,379 125,000 SH   SOLE NONE 125,000 0 0