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
ABBVIE INC COM 00287Y109 43,225 493,492 SH   SOLE   493,492 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 41,124 996,942 SH   SOLE   666,815 0 330,127
ACCELERON PHARMA INC COM 00434H108 132,804 1,180,167 SH   SOLE   922,643 0 257,524
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 390,997 1,730,152 SH   SOLE   1,471,222 0 258,930
ACTIVISION BLIZZARD INC COM 00507V109 620,690 7,667,573 SH   SOLE   6,976,989 0 690,584
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 99,885 2,053,982 SH   SOLE   1,877,083 0 176,899
ADVANCE AUTO PARTS INC COM 00751Y106 252,159 1,642,727 SH   SOLE   1,465,203 0 177,524
ADVANCED DRAIN SYS INC DEL COM 00790R104 24,897 398,735 SH   SOLE   331,413 0 67,322
ADVANCED MICRO DEVICES INC COM 007903107 984,996 12,013,617 SH   SOLE   10,938,749 0 1,074,868
ADVANCED MICRO DEVICES INC OPTIONS 007903107 81,137 989,600 SH Call SOLE   0 0 0
AFYA LTD CL A COM G01125106 40,408 1,483,401 SH   SOLE   1,250,955 0 232,446
AGILENT TECHNOLOGIES INC COM 00846U101 545,033 5,399,578 SH   SOLE   5,051,278 0 348,300
AGIOS PHARMACEUTICALS INC COM 00847X104 11,744 335,539 SH   SOLE   283,267 0 52,272
AIR LEASE CORP CL A 00912X302 158,187 5,376,842 SH   SOLE   4,999,610 0 377,232
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,840,763 6,261,524 SH   SOLE   5,592,534 0 668,990
ALKERMES PLC SHS G01767105 29,215 1,763,133 SH   SOLE   1,485,785 0 277,348
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 23,834 163,692 SH   SOLE   138,042 0 25,650
ALPHABET INC CAP STK CL A 02079K305 1,396,223 952,663 SH   SOLE   841,566 0 111,097
ALPHABET INC CAP STK CL C 02079K107 552,689 376,081 SH   SOLE   343,096 0 32,985
ALTRIA GROUP INC COM 02209S103 80,623 2,086,514 SH   SOLE   2,086,514 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 21,862 5,192,890 SH   SOLE   4,248,945 0 943,945
AMAZON COM INC COM 023135106 673,598 213,927 SH   SOLE   185,803 0 28,124
AMAZON COM INC OPTIONS 023135106 11,335 3,600 SH Put SOLE   0 0 0
AMERCO COM 023586100 97,930 275,100 SH   SOLE   236,115 0 38,985
AMEREN CORP COM 023608102 232,868 2,944,712 SH   SOLE   2,805,553 0 139,159
AMERICAN EXPRESS CO COM 025816109 532,236 5,309,083 SH   SOLE   4,735,291 0 573,792
AMERISOURCEBERGEN CORP COM 03073E105 65,978 680,750 SH   SOLE   578,647 0 102,103
AMETEK INC COM 031100100 84,627 851,378 SH   SOLE   851,378 0 0
AMPHENOL CORP NEW CL A 032095101 102,609 947,710 SH   SOLE   947,710 0 0
ANALOG DEVICES INC COM 032654105 244,088 2,090,867 SH   SOLE   1,939,000 0 151,867
ANALOG DEVICES INC OPTIONS 032654105 63,693 545,600 SH Call SOLE   0 0 0
ANTHEM INC COM 036752103 576,650 2,146,952 SH   SOLE   1,914,746 0 232,206
AON PLC SHS CL A G0403H108 921,991 4,469,177 SH   SOLE   3,913,214 0 555,963
AON PLC OPTIONS G0403H108 57,558 279,000 SH Call SOLE   0 0 0
APPLE INC COM 037833100 228,544 1,973,442 SH   SOLE   1,973,442 0 0
APREA THERAPEUTICS INC COM 03836J102 7,003 291,075 SH   SOLE   245,399 0 45,676
APTIV PLC SHS G6095L109 544,082 5,934,575 SH   SOLE   5,483,523 0 451,052
ARCH CAP GROUP LTD ORD G0450A105 936,399 32,013,642 SH   SOLE   29,817,843 0 2,195,799
ARCO PLATFORM LTD COM CL A G04553106 3,972 97,252 SH   SOLE   50,269 0 46,983
ARGENX SE SPONSORED ADR 04016X101 492,625 1,876,525 SH   SOLE   1,683,347 0 193,178
ARISTA NETWORKS INC COM 040413106 571,911 2,763,791 SH   SOLE   2,516,395 0 247,396
ARROW ELECTRS INC COM 042735100 64,320 817,690 SH   SOLE   694,992 0 122,698
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 866,540 5,615,217 SH   SOLE   4,849,001 0 766,216
ASML HOLDING N V N Y REGISTRY SHS N07059210 207,653 562,334 SH   SOLE   562,334 0 0
ATLASSIAN CORP PLC CL A G06242104 987,039 5,429,558 SH   SOLE   5,003,511 0 426,047
AUTONATION INC COM 05329W102 224,739 4,245,970 SH   SOLE   3,922,217 0 323,753
AVALARA INC COM 05338G106 96,403 757,052 SH   SOLE   628,591 0 128,461
AXALTA COATING SYS LTD COM G0750C108 7,632 344,260 SH   SOLE   295,033 0 49,227
BAIDU INC SPON ADR REP A 056752108 1,067,717 8,434,447 SH   SOLE   7,678,026 0 756,421
BALL CORP COM 058498106 121,759 1,464,854 SH   SOLE   1,395,287 0 69,567
BANK NEW YORK MELLON CORP COM 064058100 567,545 16,527,226 SH   SOLE   14,740,078 0 1,787,148
BAOZUN INC SPONSORED ADR 06684L103 4,383 134,896 SH   SOLE   68,126 0 66,770
BENTLEY SYS INC COM CL B 08265T208 4,898 155,986 SH   SOLE   129,642 0 26,344
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 763,159 3,583,914 SH   SOLE   3,272,662 0 311,252
BEYOND MEAT INC COM 08862E109 77,117 464,393 SH   SOLE   442,337 0 22,056
BIONTECH SE SPONSORED ADS 09075V102 123,208 1,779,693 SH   SOLE   1,693,949 0 85,744
BK OF AMERICA CORP COM 060505104 334,775 13,896,847 SH   SOLE   12,644,941 0 1,251,906
BLACKLINE INC COM 09239B109 207,806 2,318,491 SH   SOLE   1,856,571 0 461,920
BLACKROCK INC COM 09247X101 93,055 165,123 SH   SOLE   165,123 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 15,660 300,000 SH   SOLE   300,000 0 0
BLOCK H & R INC COM 093671105 51,032 3,132,708 SH   SOLE   2,664,646 0 468,062
BLUEPRINT MEDICINES CORP COM 09627Y109 33,180 357,928 SH   SOLE   239,277 0 118,651
BOK FINL CORP COM NEW 05561Q201 20,703 401,915 SH   SOLE   344,361 0 57,554
BOOKING HOLDINGS INC COM 09857L108 685,726 400,850 SH   SOLE   365,438 0 35,412
BORGWARNER INC COM 099724106 87,643 2,262,337 SH   SOLE   1,924,308 0 338,029
BOSTON BEER INC CL A 100557107 43,714 49,486 SH   SOLE   47,102 0 2,384
BOSTON SCIENTIFIC CORP COM 101137107 603,170 15,785,671 SH   SOLE   14,049,841 0 1,735,830
BRIGHT HORIZONS FAM SOL IN D COM 109194100 149,355 982,342 SH   SOLE   872,740 0 109,602
BRISTOL-MYERS SQUIBB CO COM 110122108 33,490 555,479 SH   SOLE   371,191 0 184,288
BURLINGTON STORES INC COM 122017106 243,528 1,181,658 SH   SOLE   1,086,324 0 95,334
BWX TECHNOLOGIES INC COM 05605H100 46,897 832,832 SH   SOLE   691,969 0 140,863
CAE INC COM 124765108 44,517 3,042,975 SH   SOLE   2,564,843 0 478,132
CANADIAN PAC RY LTD COM 13645T100 301,295 990,468 SH   SOLE   807,768 0 182,700
CARRIER GLOBAL CORPORATION COM 14448C104 24,154 790,884 SH   SOLE   528,271 0 262,613
CASEYS GEN STORES INC COM 147528103 69,055 388,715 SH   SOLE   323,041 0 65,674
CATALENT INC COM 148806102 383,238 4,473,944 SH   SOLE   4,235,541 0 238,403
CELANESE CORP DEL COM 150870103 126,221 1,174,699 SH   SOLE   1,075,200 0 99,499
CENTENE CORP DEL COM 15135B101 305,100 5,230,581 SH   SOLE   4,748,469 0 482,112
CERIDIAN HCM HLDG INC COM 15677J108 556,921 6,738,306 SH   SOLE   6,178,664 0 559,642
CHARTER COMMUNICATIONS INC N CL A 16119P108 71,323 114,237 SH   SOLE   114,237 0 0
CHEGG INC COM 163092109 500,504 7,005,934 SH   SOLE   6,259,196 0 746,738
CHEWY INC CL A 16679L109 76,016 1,386,386 SH   SOLE   1,320,271 0 66,115
CHINDATA GROUP HLDGS LTD ADS 16955F107 826 50,881 SH   SOLE   34,156 0 16,725
CHIPOTLE MEXICAN GRILL INC COM 169656105 254,133 204,335 SH   SOLE   193,962 0 10,373
CIGNA CORP NEW COM 125523100 28,088 165,797 SH   SOLE   110,841 0 54,956
CINTAS CORP COM 172908105 156,607 470,530 SH   SOLE   433,342 0 37,188
CISCO SYS INC COM 17275R102 82,389 2,091,631 SH   SOLE   2,091,631 0 0
CITIGROUP INC COM NEW 172967424 505,999 11,737,395 SH   SOLE   10,568,727 0 1,168,668
CLARIVATE PLC ORD SHS G21810109 193,198 6,234,197 SH   SOLE   4,698,585 0 1,535,612
CLOUDFLARE INC CL A COM 18915M107 15,540 378,475 SH   SOLE   378,475 0 0
CMS ENERGY CORP COM 125896100 196,601 3,201,443 SH   SOLE   2,902,475 0 298,968
CNH INDL N V SHS N20944109 604 77,194 SH   SOLE   77,194 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 154,504 3,981,037 SH   SOLE   3,288,317 0 692,720
COGNEX CORP COM 192422103 243,035 3,733,251 SH   SOLE   3,386,294 0 346,957
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 783,448 11,285,619 SH   SOLE   10,064,259 0 1,221,360
COMCAST CORP NEW CL A 20030N101 131,263 2,837,512 SH   SOLE   2,837,512 0 0
COMPUGEN LTD ORD M25722105 9,505 584,938 SH   SOLE   493,669 0 91,269
COPA HOLDINGS SA CL A P31076105 3,465 68,822 SH   SOLE   35,435 0 33,387
COPART INC COM 217204106 92,422 878,871 SH   SOLE   878,871 0 0
COPART INC OPTIONS 217204106 58,175 553,200 SH Call SOLE   0 0 0
CORTEVA INC COM 22052L104 57,800 2,006,259 SH   SOLE   1,717,863 0 288,396
CREDICORP LTD COM G2519Y108 4,770 38,470 SH   SOLE   19,860 0 18,610
CREE INC COM 225447101 186,111 2,919,842 SH   SOLE   2,409,681 0 510,161
DANAHER CORPORATION COM 235851102 701,700 3,258,718 SH   SOLE   2,965,295 0 293,423
DATADOG INC CL A COM 23804L103 196,991 1,928,259 SH   SOLE   1,834,187 0 94,072
DENTSPLY SIRONA INC COM 24906P109 677,536 15,493,615 SH   SOLE   13,745,232 0 1,748,383
DESCARTES SYS GROUP INC COM 249906108 43,678 766,763 SH   SOLE   645,363 0 121,400
DESPEGAR COM CORP ORD SHS G27358103 2,582 405,900 SH   SOLE   211,686 0 194,214
DEXCOM INC COM 252131107 457,689 1,110,276 SH   SOLE   1,043,930 0 66,346
DISNEY WALT CO COM DISNEY 254687106 2,466 19,872 SH   SOLE   19,872 0 0
DISNEY WALT CO OPTIONS 254687106 42,932 346,000 SH Call SOLE   0 0 0
DUPONT DE NEMOURS INC COM 26614N102 36,386 655,834 SH   SOLE   655,834 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 94,495 1,888,018 SH   SOLE   1,888,018 0 0
EIDOS THERAPEUTICS INC COM 28249H104 21,764 430,709 SH   SOLE   287,603 0 143,106
ELECTRONIC ARTS INC COM 285512109 103,145 790,926 SH   SOLE   736,525 0 54,401
EOG RES INC COM 26875P101 43,440 1,208,670 SH   SOLE   1,208,670 0 0
EVO PMTS INC CL A COM 26927E104 36,013 1,449,196 SH   SOLE   1,204,405 0 244,791
EXACT SCIENCES CORP COM 30063P105 303,837 2,980,253 SH   SOLE   2,838,130 0 142,123
EXPEDIA GROUP INC COM NEW 30212P303 668,100 7,286,513 SH   SOLE   6,454,333 0 832,180
EXPEDITORS INTL WASH INC COM 302130109 82,481 911,187 SH   SOLE   781,750 0 129,437
EZCORP INC NOTE 2.375% 5/0 302301AE6 779 1,000,000 SH   SOLE   0 0 1,000,000
EZCORP INC NOTE 2.875% 7/0 302301AF3 772 875,000 SH   SOLE   0 0 875,000
FABRINET SHS G3323L100 38,307 607,765 SH   SOLE   512,621 0 95,144
FACEBOOK INC CL A 30303M102 772,575 2,949,886 SH   SOLE   2,653,153 0 296,733
FEDEX CORP COM 31428X106 1,159,575 4,610,268 SH   SOLE   4,171,227 0 439,041
FEDEX CORP OPTIONS 31428X106 101,136 402,100 SH Call SOLE   0 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,597,774 10,853,704 SH   SOLE   9,971,314 0 882,390
FIDELITY NATL INFORMATION SV OPTIONS 31620M106 56,588 384,400 SH Call SOLE   0 0 0
FIFTH THIRD BANCORP COM 316773100 77,239 3,622,844 SH   SOLE   3,187,154 0 435,690
FIRST REP BK SAN FRANCISCO C COM 33616C100 17,048 156,318 SH   SOLE   85,310 0 71,008
FLEXION THERAPEUTICS INC COM 33938J106 26,605 2,555,721 SH   SOLE   2,153,715 0 402,006
FLOOR & DECOR HLDGS INC CL A 339750101 68,141 910,970 SH   SOLE   755,774 0 155,196
FORTIVE CORP COM 34959J108 781,284 10,251,723 SH   SOLE   9,812,245 0 439,478
GCI LIBERTY INC COM CLASS A 36164V305 44,460 542,460 SH   SOLE   474,598 0 67,862
GENERAC HLDGS INC COM 368736104 98,301 507,650 SH   SOLE   482,218 0 25,432
GENMAB A/S SPONSORED ADS 372303206 155,812 4,256,006 SH   SOLE   3,755,661 0 500,345
GENTEX CORP COM 371901109 96,292 3,739,490 SH   SOLE   3,180,764 0 558,726
GLAUKOS CORP COM 377322102 101,562 2,050,920 SH   SOLE   1,713,320 0 337,600
GLOBAL PMTS INC COM 37940X102 693,662 3,906,194 SH   SOLE   3,596,003 0 310,191
GLOBAL PMTS INC OPTIONS 37940X102 102,446 576,900 SH Call SOLE   0 0 0
GLOBANT S A COM L44385109 6,041 33,705 SH   SOLE   17,421 0 16,284
GLOBE LIFE INC COM 37959E102 90,582 1,133,691 SH   SOLE   999,013 0 134,678
GOLDMAN SACHS GROUP INC COM 38141G104 94,302 469,233 SH   SOLE   469,233 0 0
GOODRX HLDGS INC COM CL A 38246G108 41,196 740,931 SH   SOLE   705,571 0 35,360
GUIDEWIRE SOFTWARE INC COM 40171V100 351,811 3,374,035 SH   SOLE   2,998,147 0 375,888
HALOZYME THERAPEUTICS INC COM 40637H109 407,811 15,517,924 SH   SOLE   12,786,742 0 2,731,182
HDFC BANK LTD SPONSORED ADS 40415F101 303,382 6,072,507 SH   SOLE   6,072,507 0 0
HERON THERAPEUTICS INC COM 427746102 16,367 1,104,370 SH   SOLE   929,686 0 174,684
HORIZON THERAPEUTICS PUB L SHS G46188101 11,827 152,259 SH   SOLE   101,729 0 50,530
HUBSPOT INC COM 443573100 564,638 1,932,169 SH   SOLE   1,760,133 0 172,036
I MAB SPONSORED ADS 44975P103 30,249 643,190 SH   SOLE   543,041 0 100,149
IAC INTERACTIVECORP NEW COM 44891N109 76,080 635,168 SH   SOLE   544,583 0 90,585
ICICI BANK LIMITED ADR 45104G104 6,985 710,603 SH   SOLE   288,588 0 422,015
IDEX CORP COM 45167R104 125,305 686,941 SH   SOLE   652,648 0 34,293
IHS MARKIT LTD SHS G47567105 1,216,829 15,499,034 SH   SOLE   14,169,591 0 1,329,443
ILLUMINA INC COM 452327109 48,856 158,069 SH   SOLE   105,669 0 52,400
IMPERIAL OIL LTD COM NEW 453038408 382,930 31,988,112 SH   SOLE   29,394,320 0 2,593,792
INGERSOLL RAND INC COM 45687V106 363,789 10,218,789 SH   SOLE   8,979,688 0 1,239,101
INSMED INC COM PAR $.01 457669307 34,182 1,063,545 SH   SOLE   896,973 0 166,572
INSPIRE MED SYS INC COM 457730109 25,916 200,825 SH   SOLE   169,421 0 31,404
INTERCONTINENTAL EXCHANGE IN COM 45866F104 341,632 3,414,610 SH   SOLE   2,892,153 0 522,457
INTERSECT ENT INC COM 46071F103 31,430 1,927,010 SH   SOLE   1,624,466 0 302,544
INVITAE CORP COM 46185L103 37,948 875,380 SH   SOLE   727,490 0 147,890
IOVANCE BIOTHERAPEUTICS INC COM 462260100 93,237 2,832,238 SH   SOLE   2,352,759 0 479,479
IPG PHOTONICS CORP COM 44980X109 131,269 772,309 SH   SOLE   709,807 0 62,502
IQIYI INC SPONSORED ADS 46267X108 4,468 197,891 SH   SOLE   99,748 0 98,143
IRHYTHM TECHNOLOGIES INC COM 450056106 96,519 405,353 SH   SOLE   336,862 0 68,491
ISHARES INC MSCI STH KOR ETF 464286772 42,787 654,831 SH   SOLE   0 0 654,831
ISHARES TR INDIA 50 ETF 464289529 18,638 535,121 SH   SOLE   219,845 0 315,276
JFROG LTD ORD SHS M6191J100 27,212 321,467 SH   SOLE   267,244 0 54,223
JOHN BEAN TECHNOLOGIES CORP COM 477839104 95,099 1,034,925 SH   SOLE   859,227 0 175,698
JOHNSON CTLS INTL PLC SHS G51502105 37,094 908,055 SH   SOLE   606,873 0 301,182
KIRBY CORP COM 497266106 27,473 759,540 SH   SOLE   591,337 0 168,203
KORNIT DIGITAL LTD SHS M6372Q113 97,341 1,500,557 SH   SOLE   1,265,476 0 235,081
KROGER CO COM 501044101 69,165 2,039,659 SH   SOLE   1,733,620 0 306,039
L3HARRIS TECHNOLOGIES INC COM 502431109 551,638 3,247,985 SH   SOLE   3,089,007 0 158,978
LAMAR ADVERTISING CO NEW CL A 512816109 73,989 1,118,170 SH   SOLE   948,527 0 169,643
LAMB WESTON HLDGS INC COM 513272104 22,080 333,183 SH   SOLE   222,751 0 110,432
LATTICE SEMICONDUCTOR CORP COM 518415104 298,667 10,313,100 SH   SOLE   9,035,980 0 1,277,120
LAUDER ESTEE COS INC CL A 518439104 209,966 962,045 SH   SOLE   962,045 0 0
LEMONADE INC COM 52567D107 15,550 312,749 SH   SOLE   259,922 0 52,827
LIONS GATE ENTMNT CORP CL A VTG 535919401 21,665 2,285,350 SH   SOLE   1,935,734 0 349,616
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 21,706 2,489,229 SH   SOLE   2,110,629 0 378,600
LIVEPERSON INC COM 538146101 164,914 3,172,028 SH   SOLE   2,636,112 0 535,916
LIVERAMP HLDGS INC COM 53815P108 57,951 1,119,395 SH   SOLE   930,267 0 189,128
LOWES COS INC COM 548661107 1,168,454 7,044,821 SH   SOLE   6,406,593 0 638,228
LULULEMON ATHLETICA INC COM 550021109 80,605 244,726 SH   SOLE   233,150 0 11,576
M & T BK CORP COM 55261F104 55,090 598,219 SH   SOLE   526,780 0 71,439
MADRIGAL PHARMACEUTICALS INC COM 558868105 20,571 173,260 SH   SOLE   145,945 0 27,315
MARRIOTT INTL INC NEW CL A 571903202 129,635 1,400,246 SH   SOLE   1,296,980 0 103,266
MARSH & MCLENNAN COS INC COM 571748102 572,869 4,994,503 SH   SOLE   4,453,716 0 540,787
MASTERCARD INCORPORATED CL A 57636Q104 37,609 111,214 SH   SOLE   74,298 0 36,916
MATCH GROUP INC NEW COM 57667L107 325,845 2,944,829 SH   SOLE   2,766,317 0 178,512
MEDTRONIC PLC SHS G5960L103 545,303 5,247,337 SH   SOLE   4,659,808 0 587,529
MERCADOLIBRE INC COM 58733R102 372,910 344,496 SH   SOLE   336,844 0 7,652
MERUS N V COM N5749R100 3,434 286,175 SH   SOLE   240,669 0 45,506
MESA LABS INC COM 59064R109 32,585 127,906 SH   SOLE   106,201 0 21,705
MICRON TECHNOLOGY INC COM 595112103 3,194 68,007 SH   SOLE   68,007 0 0
MICRON TECHNOLOGY INC OPTIONS 595112103 113,113 2,408,700 SH Call SOLE   0 0 0
MICROSOFT CORP COM 594918104 998,554 4,747,557 SH   SOLE   4,303,012 0 444,545
MODEL N INC COM 607525102 52,735 1,494,749 SH   SOLE   1,259,995 0 234,754
MOELIS & CO CL A 60786M105 69,190 1,968,990 SH   SOLE   1,708,911 0 260,079
MONOLITHIC PWR SYS INC COM 609839105 123,715 442,454 SH   SOLE   366,892 0 75,562
MOODYS CORP COM 615369105 23,955 82,645 SH   SOLE   82,645 0 0
MOODYS CORP OPTIONS 615369105 24,782 85,500 SH Put SOLE   0 0 0
MORNINGSTAR INC COM 617700109 50,901 316,926 SH   SOLE   247,164 0 69,762
MSCI INC COM 55354G100 159,068 445,843 SH   SOLE   424,607 0 21,236
MYOKARDIA INC COM 62857M105 34,955 256,403 SH   SOLE   213,078 0 43,325
NATERA INC COM 632307104 39,482 546,533 SH   SOLE   365,151 0 181,382
NEOGENOMICS INC COM NEW 64049M209 170,084 4,610,563 SH   SOLE   3,830,686 0 779,877
NETAPP INC COM 64110D104 41,941 956,682 SH   SOLE   817,520 0 139,162
NETFLIX INC COM 64110L106 497,289 994,518 SH   SOLE   943,360 0 51,158
NEW YORK TIMES CO CL A 650111107 349,645 8,171,189 SH   SOLE   7,387,861 0 783,328
NEWS CORP NEW CL A 65249B109 67,535 4,817,069 SH   SOLE   4,097,339 0 719,730
NEXTERA ENERGY INC COM 65339F101 636,521 2,293,273 SH   SOLE   2,086,571 0 206,702
NICE LTD SPONSORED ADR 653656108 677,549 2,984,405 SH   SOLE   2,482,157 0 502,248
NIKE INC CL B 654106103 71,176 566,958 SH   SOLE   566,958 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 5,516 211,581 SH   SOLE   106,916 0 104,665
NORFOLK SOUTHN CORP COM 655844108 5,661 26,455 SH   SOLE   26,455 0 0
NORFOLK SOUTHN CORP OPTIONS 655844108 100,190 468,200 SH Call SOLE   0 0 0
NORTHERN TR CORP COM 665859104 60,794 779,713 SH   SOLE   667,909 0 111,804
NOVANTA INC COM 67000B104 122,742 1,165,196 SH   SOLE   926,253 0 238,943
NVENT ELECTRIC PLC SHS G6700G107 59,816 3,381,354 SH   SOLE   2,898,715 0 482,639
NVIDIA CORPORATION COM 67066G104 401,363 741,589 SH   SOLE   741,589 0 0
NVIDIA CORPORATION OPTIONS 67066G104 87,028 160,800 SH Put SOLE   0 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,062,135 8,510,019 SH   SOLE   7,755,066 0 754,953
OLLIES BARGAIN OUTLET HLDGS COM 681116109 379,872 4,348,846 SH   SOLE   3,846,377 0 502,469
OMNICOM GROUP INC COM 681919106 55,061 1,112,342 SH   SOLE   946,150 0 166,192
ORACLE CORP COM 68389X105 64,692 1,083,612 SH   SOLE   1,083,612 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 15,008 3,651,559 SH   SOLE   3,046,942 0 604,617
OTIS WORLDWIDE CORP COM 68902V107 120,414 1,929,087 SH   SOLE   1,584,610 0 344,477
PAGSEGURO DIGITAL LTD COM CL A G68707101 583,866 15,483,047 SH   SOLE   14,176,919 0 1,306,128
PAPA JOHNS INTL INC COM 698813102 42,448 515,897 SH   SOLE   428,909 0 86,988
PELOTON INTERACTIVE INC CL A COM 70614W100 224,350 2,260,686 SH   SOLE   2,149,314 0 111,372
PHILIP MORRIS INTL INC COM 718172109 87,175 1,162,493 SH   SOLE   1,162,493 0 0
PROGRESSIVE CORP COM 743315103 572,801 6,050,505 SH   SOLE   5,386,311 0 664,194
PROTARA THERAPEUTICS INC COM STK 74365U107 4,988 296,384 SH   SOLE   250,222 0 46,162
PUBLIC STORAGE COM 74460D109 42,738 191,892 SH   SOLE   164,525 0 27,367
Q2 HLDGS INC COM 74736L109 181,821 1,992,336 SH   SOLE   1,652,062 0 340,274
QUOTIENT LTD SHS G73268107 13,856 2,695,722 SH   SOLE   2,273,815 0 421,907
RADIUS HEALTH INC COM NEW 750469207 14,713 1,297,423 SH   SOLE   1,080,753 0 216,670
RADWARE LTD ORD M81873107 58,875 2,428,829 SH   SOLE   2,059,459 0 369,370
RAYTHEON TECHNOLOGIES CORP COM 75513E101 202,460 3,518,602 SH   SOLE   3,448,884 0 69,718
REALPAGE INC COM 75606N109 41,638 722,372 SH   SOLE   598,875 0 123,497
REPLIGEN CORP COM 759916109 24,269 164,488 SH   SOLE   137,519 0 26,969
ROKU INC COM CL A 77543R102 141,630 750,159 SH   SOLE   714,533 0 35,626
ROPER TECHNOLOGIES INC COM 776696106 212,493 537,807 SH   SOLE   512,153 0 25,654
S&P GLOBAL INC COM 78409V104 38,428 106,567 SH   SOLE   106,567 0 0
S&P GLOBAL INC OPTIONS 78409V104 42,334 117,400 SH Put SOLE   0 0 0
SAGE THERAPEUTICS INC COM 78667J108 87,612 1,433,449 SH   SOLE   1,323,593 0 109,856
SANOFI SPONSORED ADR 80105N105 72,780 1,450,669 SH   SOLE   1,450,669 0 0
SAREPTA THERAPEUTICS INC COM 803607100 77,673 553,109 SH   SOLE   527,151 0 25,958
SBA COMMUNICATIONS CORP NEW CL A 78410G104 47,531 149,244 SH   SOLE   149,244 0 0
SCHLUMBERGER LTD COM 806857108 387,883 24,928,201 SH   SOLE   23,100,839 0 1,827,362
SEA LTD SPONSORD ADS 81141R100 359,472 2,333,630 SH   SOLE   2,323,530 0 10,100
SHOCKWAVE MED INC COM 82489T104 35,925 473,951 SH   SOLE   393,314 0 80,637
SKYWORKS SOLUTIONS INC COM 83088M102 258,634 1,777,552 SH   SOLE   1,624,738 0 152,814
SLACK TECHNOLOGIES INC COM CL A 83088V102 120,079 4,470,568 SH   SOLE   4,256,783 0 213,785
SMARTSHEET INC COM CL A 83200N103 24,606 497,891 SH   SOLE   413,783 0 84,108
SOLAREDGE TECHNOLOGIES INC COM 83417M104 32,081 134,598 SH   SOLE   113,512 0 21,086
SOUTHWEST AIRLS CO COM 844741108 391,380 10,436,794 SH   SOLE   9,309,299 0 1,127,495
SPLUNK INC COM 848637104 19,041 101,213 SH   SOLE   67,625 0 33,588
STAAR SURGICAL CO COM PAR $0.01 852312305 27,832 492,086 SH   SOLE   414,977 0 77,109
STARBUCKS CORP COM 855244109 254,451 2,961,492 SH   SOLE   2,694,992 0 266,500
STONECO LTD COM CL A G85158106 156,997 2,968,366 SH   SOLE   2,968,366 0 0
STORE CAP CORP COM 862121100 34,543 1,259,301 SH   SOLE   1,070,551 0 188,750
SUMO LOGIC INC COM 86646P103 11,125 510,314 SH   SOLE   424,113 0 86,201
SUNCOR ENERGY INC NEW COM 867224107 190,104 15,567,815 SH   SOLE   14,445,712 0 1,122,103
SVMK INC COM 78489X103 31,598 1,429,128 SH   SOLE   955,414 0 473,714
SYNCHRONY FINANCIAL COM 87165B103 135,731 5,186,526 SH   SOLE   4,815,098 0 371,428
SYNOPSYS INC COM 871607107 195,059 911,576 SH   SOLE   822,558 0 89,018
SYSCO CORP COM 871829107 54,143 870,179 SH   SOLE   739,612 0 130,567
TABULA RASA HEALTHCARE INC COM 873379101 50,763 1,245,107 SH   SOLE   1,033,881 0 211,226
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 100,400 1,238,437 SH   SOLE   1,166,910 0 71,527
TAIWAN SEMICONDUCTOR MFG LTD OPTIONS 874039100 141,451 1,744,800 SH Call SOLE   0 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 174,705 1,057,409 SH   SOLE   965,275 0 92,134
TAL EDUCATION GROUP SPONSORED ADS 874080104 316,368 4,160,553 SH   SOLE   4,160,553 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 355,361 1,145,551 SH   SOLE   984,833 0 160,718
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 637,559 83,123,747 SH   SOLE   75,698,188 0 7,425,559
TENARIS S A SPONSORED ADS 88031M109 37,915 3,849,199 SH   SOLE   3,571,292 0 277,907
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 3,088 209,054 SH   SOLE   105,357 0 103,697
THERMO FISHER SCIENTIFIC INC COM 883556102 61,778 139,922 SH   SOLE   127,882 0 12,040
THERMO FISHER SCIENTIFIC INC OPTIONS 883556102 49,759 112,700 SH Put SOLE   0 0 0
THOR INDS INC COM 885160101 116,623 1,224,260 SH   SOLE   1,048,267 0 175,993
TJX COS INC NEW COM 872540109 499,242 8,971,099 SH   SOLE   8,127,058 0 844,041
TJX COS INC NEW OPTIONS 872540109 71,032 1,276,400 SH Call SOLE   0 0 0
T-MOBILE US INC COM 872590104 210,447 1,840,214 SH   SOLE   1,706,228 0 133,986
TRADEWEB MKTS INC CL A 892672106 212,202 3,658,647 SH   SOLE   3,382,584 0 276,063
TRANSUNION COM 89400J107 132,856 1,579,170 SH   SOLE   1,504,024 0 75,146
TREX CO INC COM 89531P105 30,023 419,322 SH   SOLE   349,398 0 69,924
TRICIDA INC COM 89610F101 10,993 1,213,328 SH   SOLE   1,008,223 0 205,105
TRIMBLE INC COM 896239100 207,001 4,250,530 SH   SOLE   4,041,842 0 208,688
TRIP COM GROUP LTD ADS 89677Q107 544,397 17,482,256 SH   SOLE   16,149,917 0 1,332,339
TWIST BIOSCIENCE CORP COM 90184D100 21,738 286,145 SH   SOLE   239,077 0 47,068
TYLER TECHNOLOGIES INC COM 902252105 260,122 746,275 SH   SOLE   674,081 0 72,194
TYSON FOODS INC CL A 902494103 59,132 994,154 SH   SOLE   854,205 0 139,949
UBER TECHNOLOGIES INC COM 90353T100 314,897 8,632,058 SH   SOLE   8,632,058 0 0
UNION PAC CORP COM 907818108 66,587 338,230 SH   SOLE   338,230 0 0
UNION PAC CORP OPTIONS 907818108 124,501 632,400 SH Call SOLE   0 0 0
UNIQURE NV SHS N90064101 13,389 363,545 SH   SOLE   242,581 0 120,964
UNITED PARCEL SERVICE INC CL B 911312106 45,007 270,103 SH   SOLE   270,103 0 0
UNITED PARCEL SERVICE INC OPTIONS 911312106 45,607 273,700 SH Call SOLE   0 0 0
UNITY SOFTWARE INC COM 91332U101 52,918 606,300 SH   SOLE   606,300 0 0
UROGEN PHARMA LTD COM M96088105 8,892 460,970 SH   SOLE   389,112 0 71,858
VAIL RESORTS INC COM 91879Q109 64,453 301,224 SH   SOLE   256,676 0 44,548
VAPOTHERM INC COM 922107107 45,081 1,554,516 SH   SOLE   1,291,843 0 262,673
VEEVA SYS INC CL A COM 922475108 1,634,895 5,814,201 SH   SOLE   5,424,666 0 389,535
VERACYTE INC COM 92337F107 111,850 3,442,593 SH   SOLE   2,860,124 0 582,469
VERISIGN INC COM 92343E102 38,470 187,798 SH   SOLE   187,798 0 0
VERISK ANALYTICS INC COM 92345Y106 170,428 919,694 SH   SOLE   875,871 0 43,823
VERTEX PHARMACEUTICALS INC COM 92532F100 12,404 45,582 SH   SOLE   30,448 0 15,134
VERTIV HOLDINGS CO COM CL A 92537N108 85,943 4,962,075 SH   SOLE   3,316,428 0 1,645,647
VIEWRAY INC COM 92672L107 52,831 15,094,623 SH   SOLE   11,715,985 0 3,378,638
VISA INC COM CL A 92826C839 719,116 3,596,118 SH   SOLE   3,497,920 0 98,198
WAYFAIR INC CL A 94419L101 130,262 447,621 SH   SOLE   425,834 0 21,787
WEST PHARMACEUTICAL SVSC INC COM 955306105 373,258 1,357,795 SH   SOLE   1,290,160 0 67,635
WEYERHAEUSER CO MTN BE COM NEW 962166104 43,672 1,531,285 SH   SOLE   1,312,897 0 218,388
WILLIS TOWERS WATSON PLC LTD SHS G96629103 679,663 3,254,779 SH   SOLE   2,878,906 0 375,873
WINGSTOP INC COM 974155103 43,116 315,524 SH   SOLE   262,220 0 53,304
WNS HLDGS LTD SPON ADR 92932M101 52,606 822,485 SH   SOLE   693,288 0 129,197
WORKIVA INC COM CL A 98139A105 26,325 472,118 SH   SOLE   316,006 0 156,112
YANDEX N V SHS CLASS A N97284108 165,220 2,532,109 SH   SOLE   2,487,385 0 44,724
YETI HLDGS INC COM 98585X104 28,511 629,114 SH   SOLE   522,838 0 106,276
Y-MABS THERAPEUTICS INC COM 984241109 27,857 725,628 SH   SOLE   603,148 0 122,480
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,083,957 2,305,752 SH   SOLE   2,115,405 0 190,347
ZSCALER INC COM 98980G102 396,482 2,818,127 SH   SOLE   2,513,018 0 305,109
ZYNGA INC CL A 98986T108 639,214 70,089,303 SH   SOLE   63,076,138 0 7,013,165