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 173,453 3,639,402 SH   SOLE 3,464,902 0 174,500
ACADIA PHARMACEUTICALS INC COM 004225108 1,218 38,300 SH   SOLE 38,300 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,981 79,000 SH   SOLE 79,000 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 2,197 41,600 SH   SOLE 41,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 175,657 1,660,432 SH   SOLE 1,550,732 0 109,700
ALPHABET INC CAP STK CL A 02079K305 154,075 191,622 SH   SOLE 167,632 0 23,990
ALPHABET INC CAP STK CL C 02079K107 204,401 262,967 SH   SOLE 233,881 0 29,086
AMEC FOSTER WHEELER PLC SPONSORED ADR 00167X205 222 29,908 SH   SOLE 29,908 0 0
APPLE INC COM 037833100 3,809 33,700 SH   SOLE 33,700 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 2,254 164,700 SH   SOLE 164,700 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 339 14,000 SH   SOLE 14,000 0 0
BAIDU INC SPON ADR REP A 056752108 315,596 1,733,382 SH   SOLE 1,529,927 0 203,455
BAKER HUGHES INC COM 057224107 2,190 43,400 SH   SOLE 43,400 0 0
BARRICK GOLD CORP COM 067901108 10,394 586,595 SH   SOLE 586,595 0 0
BIOGEN INC COM 09062X103 1,252 4,000 SH   SOLE 4,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,278 13,820 SH   SOLE 13,820 0 0
CALLAWAY GOLF CO COM 131193104 22,494 1,937,500 SH   SOLE 1,937,500 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 239,304 4,901,781 SH   SOLE 4,323,461 0 578,320
CEMPRA INC COM 15130J109 786 32,500 SH   SOLE 32,500 0 0
CIENA CORP COM NEW 171779309 2,810 128,900 SH   SOLE 128,900 0 0
CIRRUS LOGIC INC COM 172755100 8,876 167,000 SH   SOLE 115,000 0 52,000
CISCO SYS INC COM 17275R102 261,832 8,254,486 SH   SOLE 7,156,578 0 1,097,908
COCA COLA CO COM 191216100 109,305 2,582,833 SH   SOLE 2,424,833 0 158,000
CONFORMIS INC COM 20717E101 1,805 182,056 SH   SOLE 182,056 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 202 4,235 SH   SOLE 4,235 0 0
DERMIRA INC COM 24983L104 987 29,200 SH   SOLE 29,200 0 0
EBAY INC COM 278642103 59,645 1,812,935 SH   SOLE 1,234,544 0 578,391
FACEBOOK INC CL A 30303M102 248 1,940 SH   SOLE 1,940 0 0
FMC TECHNOLOGIES INC COM 30249U101 37,838 1,275,300 SH   SOLE 1,002,100 0 273,200
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 18,408 200,000 SH   SOLE 200,000 0 0
FOUNDATION MEDICINE INC COM 350465100 2,988 128,000 SH   SOLE 128,000 0 0
GILEAD SCIENCES INC COM 375558103 96,093 1,214,530 SH   SOLE 1,214,530 0 0
GROUPON INC COM CL A 399473107 2,096 407,000 SH   SOLE 407,000 0 0
ICON PLC SHS G4705A100 2,205 28,500 SH   SOLE 28,500 0 0
IHS MARKIT LTD SHS G47567105 20,476 545,300 SH   SOLE 545,300 0 0
IMMUNOGEN INC COM 45253H101 242 90,600 SH   SOLE 90,600 0 0
INCYTE CORP COM 45337C102 2,910 30,864 SH   SOLE 30,864 0 0
INFINERA CORPORATION COM 45667G103 2,978 329,800 SH   SOLE 329,800 0 0
INFINITY PHARMACEUTICALS INC COM 45665G303 777 498,232 SH   SOLE 498,232 0 0
INTEL CORP COM 458140100 163,342 4,326,951 SH   SOLE 3,805,651 0 521,300
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 2,439 153,600 SH   SOLE 153,600 0 0
JD COM INC SPON ADR CL A 47215P106 95,185 3,648,342 SH   SOLE 3,648,342 0 0
JOHNSON & JOHNSON COM 478160104 62,667 530,500 SH   SOLE 530,500 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 191,769 4,134,738 SH   SOLE 3,669,938 0 464,800
LIVANOVA PLC SHS G5509L101 1,441 23,982 SH   SOLE 23,982 0 0
MCDONALDS CORP COM 580135101 115,129 998,000 SH   SOLE 881,600 0 116,400
MERCK & CO INC COM 58933Y105 1,173 18,800 SH   SOLE 18,800 0 0
MERUS N V COM N5749R100 1,867 111,519 SH   SOLE 111,519 0 0
MGIC INVT CORP WIS COM 552848103 70,367 8,795,975 SH   SOLE 7,352,975 0 1,443,000
MICRON TECHNOLOGY INC COM 595112103 2,875 161,700 SH   SOLE 161,700 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 1,484 74,300 SH   SOLE 74,300 0 0
NEWMONT MINING CORP COM 651639106 3,968 101,000 SH   SOLE 101,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 153,995 2,874,664 SH   SOLE 2,540,371 0 334,293
NXP SEMICONDUCTORS N V COM N6596X109 357 3,500 SH   SOLE 3,500 0 0
ORACLE CORP COM 68389X105 146,754 3,736,100 SH   SOLE 3,190,472 0 545,628
PAYPAL HLDGS INC COM 70450Y103 280,914 6,856,600 SH   SOLE 5,879,900 0 976,700
PERKINELMER INC COM 714046109 3,013 53,700 SH   SOLE 53,700 0 0
PFIZER INC COM 717081103 1,612 47,610 SH   SOLE 47,610 0 0
PROTHENA CORP PLC SHS G72800108 2,704 45,100 SH   SOLE 45,100 0 0
QIAGEN NV REG SHS N72482107 40,380 1,471,580 SH   SOLE 1,471,580 0 0
QIWI PLC SPON ADR REP B 74735M108 61,013 4,167,617 SH   SOLE 3,652,777 0 514,840
SCHLUMBERGER LTD COM 806857108 65,231 829,500 SH   SOLE 643,500 0 186,000
SEATTLE GENETICS INC COM 812578102 2,651 49,100 SH   SOLE 49,100 0 0
SINA CORP ORD G81477104 229,095 3,103,014 SH   SOLE 2,937,927 0 165,087
SKECHERS U S A INC CL A 830566105 9,160 400,000 SH   SOLE 247,010 0 152,990
SKYWORKS SOLUTIONS INC COM 83088M102 98,583 1,294,760 SH   SOLE 1,077,760 0 217,000
STILLWATER MNG CO COM 86074Q102 173,815 13,010,129 SH   SOLE 11,605,129 0 1,405,000
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,861 62,200 SH   SOLE 62,200 0 0
TIFFANY & CO NEW COM 886547108 21,498 296,000 SH   SOLE 296,000 0 0
TIME WARNER INC COM NEW 887317303 18,283 229,666 SH   SOLE 229,666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 56,524 5,519,969 SH   SOLE 5,519,969 0 0
UNITED TECHNOLOGIES CORP COM 913017109 812 8,000 SH   SOLE 8,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 60,931 2,305,400 SH   SOLE 2,305,400 0 0
VEECO INSTRS INC DEL COM 922417100 490 25,000 SH   SOLE 25,000 0 0
VERISIGN INC COM 92343E102 438 5,600 SH   SOLE 5,600 0 0
WEIBO CORP SPONSORED ADR 948596101 21,353 425,883 SH   SOLE 398,065 0 27,818
WYNN RESORTS LTD COM 983134107 166,854 1,712,730 SH   SOLE 1,457,211 0 255,519
YANDEX NV NOTE 1.125%12/1 98474TAB3 5,854 278,100 SH   SOLE 278,100 0 0