The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE SYS INC | COM | 00724F101 | 1,043,514 | 11,124,882 | SH | SOLE | 8,615,703 | 0 | 2,509,179 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 725,598 | 5,211,879 | SH | SOLE | 4,020,223 | 0 | 1,191,656 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,672,311 | 21,160,454 | SH | SOLE | 15,080,512 | 0 | 6,079,942 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,519,489 | 1,991,727 | SH | SOLE | 1,471,633 | 0 | 520,094 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 732,781 | 983,664 | SH | SOLE | 707,993 | 0 | 275,671 | ||
| AMAZON COM INC | COM | 023135106 | 1,379,143 | 2,323,197 | SH | SOLE | 1,735,972 | 0 | 587,225 | ||
| ANSYS INC | COM | 03662Q105 | 6,848 | 76,545 | SH | SOLE | 76,545 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 22,550 | 516,140 | SH | SOLE | 265,140 | 0 | 251,000 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 455,002 | 4,532,346 | SH | SOLE | 2,964,592 | 0 | 1,567,754 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 498,096 | 3,589,107 | SH | SOLE | 2,779,835 | 0 | 809,272 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,548,576 | 8,112,824 | SH | SOLE | 5,815,326 | 0 | 2,297,498 | ||
| BIOGEN INC | COM | 09062X103 | 817,694 | 3,141,109 | SH | SOLE | 2,269,620 | 0 | 871,489 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 953,593 | 11,561,504 | SH | SOLE | 8,452,872 | 0 | 3,108,632 | ||
| CERNER CORP | COM | 156782104 | 647,038 | 12,217,479 | SH | SOLE | 8,987,136 | 0 | 3,230,343 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 733,681 | 1,557,808 | SH | SOLE | 1,200,693 | 0 | 357,115 | ||
| CISCO SYS INC | COM | 17275R102 | 322 | 11,300 | SH | SOLE | 4,800 | 0 | 6,500 | ||
| COSTAR GROUP INC | COM | 22160N109 | 9,077 | 48,240 | SH | SOLE | 48,240 | 0 | 0 | ||
| CREDICORP LTD | COM | G2519Y108 | 32,455 | 247,731 | SH | SOLE | 159,531 | 0 | 88,200 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 19,565 | 442,050 | SH | SOLE | 284,550 | 0 | 157,500 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 897,359 | 10,172,988 | SH | SOLE | 7,359,971 | 0 | 2,813,017 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,750,338 | 24,104,624 | SH | SOLE | 17,543,123 | 0 | 6,561,501 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 12,426 | 228,090 | SH | SOLE | 228,090 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 908,910 | 5,606,751 | SH | SOLE | 4,109,245 | 0 | 1,497,506 | ||
| INCYTE CORP | COM | 45337C102 | 276,792 | 3,819,401 | SH | SOLE | 2,944,929 | 0 | 874,472 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 4,920 | 51,205 | SH | SOLE | 51,205 | 0 | 0 | ||
| ISHARES | INDIA 50 ETF | 464289529 | 9,227 | 343,000 | SH | SOLE | 343,000 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 177,645 | 6,550,316 | SH | SOLE | 6,550,316 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM | 485170302 | 262,269 | 3,069,272 | SH | SOLE | 1,967,272 | 0 | 1,102,000 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 306,444 | 5,929,652 | SH | SOLE | 3,775,752 | 0 | 2,153,900 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 318,217 | 38,339,425 | SH | DFND | 29,777,369 | 0 | 8,562,056 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 839,846 | 7,344,523 | SH | SOLE | 5,354,975 | 0 | 1,989,548 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 160,296 | 4,140,933 | SH | SOLE | 2,667,633 | 0 | 1,473,300 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 38,780 | 329,065 | SH | SOLE | 212,525 | 0 | 116,540 | ||
| MICROSOFT CORP | COM | 594918104 | 235 | 4,250 | SH | SOLE | 4,250 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 393,771 | 10,559,693 | SH | SOLE | 8,234,270 | 0 | 2,325,423 | ||
| MONSANTO CO | COM | 61166W101 | 967,829 | 11,030,653 | SH | SOLE | 8,016,474 | 0 | 3,014,179 | ||
| NETFLIX INC | COM | 64110L106 | 656,988 | 6,426,563 | SH | SOLE | 4,954,837 | 0 | 1,471,726 | ||
| NETSUITE INC | COM | 64118Q107 | 9,378 | 136,925 | SH | SOLE | 136,925 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 385,182 | 6,266,182 | SH | SOLE | 4,024,482 | 0 | 2,241,700 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 700,360 | 4,293,001 | SH | SOLE | 3,317,978 | 0 | 975,023 | ||
| PRICELINE GRP INC | COM | 741503403 | 1,268,930 | 984,460 | SH | SOLE | 735,052 | 0 | 249,408 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 1,221,142 | 3,387,921 | SH | SOLE | 2,465,517 | 0 | 922,404 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,799,015 | 24,366,988 | SH | SOLE | 18,709,331 | 0 | 5,657,657 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 518,806 | 7,034,657 | SH | SOLE | 5,363,007 | 0 | 1,671,650 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,029,514 | 36,742,105 | SH | SOLE | 26,424,615 | 0 | 10,317,490 | ||
| SPLUNK INC | COM | 848637104 | 527,629 | 10,783,353 | SH | SOLE | 8,354,513 | 0 | 2,428,840 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 35,727 | 1,363,645 | SH | SOLE | 1,019,045 | 0 | 344,600 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 757,999 | 8,935,507 | SH | SOLE | 6,621,603 | 0 | 2,313,904 | ||
| VISA INC | COM CL A | 92826C839 | 3,067,397 | 40,107,184 | SH | SOLE | 29,716,917 | 0 | 10,390,267 | ||
| WHOLE FOODS MKT INC | COM | 966837106 | 257,724 | 8,284,287 | SH | SOLE | 5,322,987 | 0 | 2,961,300 | ||
| WORKDAY INC | CL A | 98138H101 | 476,792 | 6,204,995 | SH | SOLE | 4,072,295 | 0 | 2,132,700 | ||