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
AFFILIATED MANAGERS GROUP COM COM 008252108 21,372 147,700 SH   SOLE 0 0 0 147,700
ALEXION PHARMACEUTICALS INC COM COM 015351109 4,828 39,400 SH   SOLE 0 0 0 39,400
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 42,691 199,000 SH   SOLE 0 0 0 199,000
AMAZON COM INC COM COM 023135106 36,004 43,000 SH   SOLE 0 0 0 43,000
AMERICAN EXPRESS CO COM COM 025816109 8,325 130,000 SH   SOLE 0 0 0 130,000
AMGEN INC COM COM 031162100 19,651 117,803 SH   SOLE 0 0 0 117,803
ANTHEM INC COM COM 036752103 564 4,500 SH   SOLE 0 0 0 4,500
APPLE INC COM COM 037833100 82,052 725,800 SH   SOLE 0 0 0 725,800
ASHLAND GLOBAL HLDGS INC COM ADD COM 044186104 9,276 80,000 SH   SOLE 0 0 0 80,000
AUTOMATIC DATA PROCESSING IN COM COM 053015103 21,878 248,050 SH   SOLE 0 0 0 248,050
BAIDU INC SPON ADR REP A ADR 056752108 38,856 213,415 SH   SOLE 0 0 0 213,415
BALL CORP COM COM 058498106 34,419 420,000 SH   SOLE 0 0 0 420,000
BECTON DICKINSON & CO COM COM 075887109 7,611 50,000 SH   SOLE 0 0 0 50,000
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 54,796 819,200 SH   SOLE 0 0 0 819,200
BRISTOL MYERS SQUIBB CO COM COM 110122108 7,579 140,560 SH   SOLE 0 0 0 140,560
BROWN FORMAN CORP CL B ADR 115637209 9,683 204,100 SH   SOLE 0 0 0 204,100
CBS CORP NEW CL B COM 124857202 14,780 270,000 SH   SOLE 0 0 0 270,000
CVS HEALTH CORP COM COM 126650100 16,063 180,500 SH   SOLE 0 0 0 180,500
CANADIAN SOLAR INC COM COM 136635109 393 28,600 SH   SOLE 0 0 0 28,600
CELGENE CORP COM COM 151020104 40,343 385,949 SH   SOLE 0 0 0 385,949
CHURCH & DWIGHT INC COM COM 171340102 21,866 456,300 SH   SOLE 0 0 0 456,300
COGNEX CORP COM ADR 192422103 22,043 417,000 SH   SOLE 0 0 0 417,000
COLGATE PALMOLIVE CO COM COM 194162103 40,332 544,000 SH   SOLE 0 0 0 544,000
COOPER COS INC COM NEW COM 216648402 63,422 353,800 SH   SOLE 0 0 0 353,800
DISNEY WALT CO COM DISNEY COM 254687106 39,373 424,000 SH   SOLE 0 0 0 424,000
EATON VANCE CORP COM NON VTG COM 278265103 10,575 270,800 SH   SOLE 0 0 0 270,800
EBAY INC COM COM 278642103 8,225 250,000 SH   SOLE 0 0 0 250,000
ECOLAB INC COM COM 278865100 32,909 270,365 SH   SOLE 0 0 0 270,365
ELECTRONIC ARTS INC COM COM 285512109 6,405 75,000 SH   SOLE 0 0 0 75,000
FAIR ISAAC CORP COM COM 303250104 18,988 152,400 SH   SOLE 0 0 0 152,400
51JOB INC SP ADR REP COM ADR 316827104 13,218 396,000 SH   SOLE 0 0 0 396,000
FIRST SOLAR INC COM COM 336433107 1,106 28,000 SH   SOLE 0 0 0 28,000
FOMENTO ECONOMICO MEXICANO S SPO COM 344419106 8,221 89,320 SH   SOLE 0 0 0 89,320
GILEAD SCIENCES INC COM COM 375558103 15,655 197,870 SH   SOLE 0 0 0 197,870
GLAUKOS CORP COM ADR 377322102 4,718 125,000 SH   SOLE 0 0 0 125,000
GRAINGER W W INC COM COM 384802104 20,281 90,200 SH   SOLE 0 0 0 90,200
GRUPO FINANCIERO GALICIA S A SP COM 399909100 3,873 124,500 SH   SOLE 0 0 0 124,500
HOME DEPOT INC COM COM 437076102 45,090 350,404 SH   SOLE 0 0 0 350,404
HURON CONSULTING GROUP INC COM COM 447462102 27,490 460,000 SH   SOLE 0 0 0 460,000
INFOSYS LTD SPONSORED ADR ADR 456788108 15,559 986,000 SH   SOLE 0 0 0 986,000
INTUIT COM COM 461202103 26,749 243,150 SH   SOLE 0 0 0 243,150
ITAU UNIBANCO HLDG SA SPON ADR R ADR 465562106 4,726 431,948 SH   SOLE 0 0 0 431,948
JOHNSON & JOHNSON COM COM 478160104 110,303 933,746 SH   SOLE 0 0 0 933,746
LAS VEGAS SANDS CORP COM COM 517834107 3,567 62,000 SH   SOLE 0 0 0 62,000
LAUDER ESTEE COS INC CL A COM 518439104 7,528 85,000 SH   SOLE 0 0 0 85,000
LILLY ELI & CO COM COM 532457108 19,418 241,940 SH   SOLE 0 0 0 241,940
MEAD JOHNSON NUTRITION CO COM COM 582839106 5,531 70,000 SH   SOLE 0 0 0 70,000
MICROSOFT CORP COM COM 594918104 20,851 362,000 SH   SOLE 0 0 0 362,000
MIDDLEBY CORP COM COM 596278101 63,170 511,000 SH   SOLE 0 0 0 511,000
MINERVA NEUROSCIENCES INC COM COM 603380106 988 70,000 SH   SOLE 0 0 0 70,000
NASDAQ INC COM COM 631103108 46,278 685,200 SH   SOLE 0 0 0 685,200
NEW ORIENTAL ED & TECH GRP I SPO COM 647581107 31,432 678,000 SH   SOLE 0 0 0 678,000
NIKE INC CL B COM 654106103 49,881 947,400 SH   SOLE 0 0 0 947,400
ORMAT TECHNOLOGIES INC COM COM 686688102 1,099 22,700 SH   SOLE 0 0 0 22,700
POSCO SPONSORED ADR ADR 693483109 9,589 215,000 SH   SOLE 0 0 0 215,000
PATTERSON COMPANIES INC COM COM 703395103 5,053 110,000 SH   SOLE 0 0 0 110,000
PFIZER INC COM COM 717081103 8,895 262,630 SH   SOLE 0 0 0 262,630
PRICELINE GRP INC COM NEW COM 741503403 28,782 19,560 SH   SOLE 0 0 0 19,560
PROGRESSIVE CORP OHIO COM COM 743315103 25,786 818,617 SH   SOLE 0 0 0 818,617
PROOFPOINT INC COM COM 743424103 3,308 44,200 SH   SOLE 0 0 0 44,200
PROSPERITY BANCSHARES INC COM ADR 743606105 11,527 210,000 SH   SOLE 0 0 0 210,000
ROCKWELL AUTOMATION INC COM COM 773903109 28,517 233,100 SH   SOLE 0 0 0 233,100
ROLLINS INC COM COM 775711104 26,352 900,000 SH   SOLE 0 0 0 900,000
SCOTTS MIRACLE GRO CO CL A COM 810186106 33,308 400,000 SH   SOLE 0 0 0 400,000
SERVICE CORP INTL COM COM 817565104 46,073 1,736,000 SH   SOLE 0 0 0 1,736,000
SMITH A O COM COM 831865209 28,911 292,650 SH   SOLE 0 0 0 292,650
STARBUCKS CORP COM COM 855244109 11,369 210,000 SH   SOLE 0 0 0 210,000
SUNPOWER CORP COM COM 867652406 266 29,870 SH   SOLE 0 0 0 29,870
TJX COS INC NEW COM COM 872540109 35,820 479,000 SH   SOLE 0 0 0 479,000
TAIWAN SEMICONDUCTOR MFG LTD SPO COM 874039100 14,194 464,000 SH   SOLE 0 0 0 464,000
TAL ED GROUP ADS REPSTG COM COM 874080104 3,542 50,000 SH   SOLE 0 0 0 50,000
TESARO INC COM COM 881569107 1,504 15,000 SH   SOLE 0 0 0 15,000
THERMO FISHER SCIENTIFIC INC COM COM 883556102 17,650 110,965 SH   SOLE 0 0 0 110,965
TIME WARNER INC COM NEW COM 887317303 26,590 334,000 SH   SOLE 0 0 0 334,000
UNIVERSAL HLTH SVCS INC CL B COM 913903100 8,274 67,149 SH   SOLE 0 0 0 67,149
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 9,674 120,000 SH   SOLE 0 0 0 120,000
WELLS FARGO & CO NEW COM COM 949746101 22,140 500,000 SH   SOLE 0 0 0 500,000
WOLVERINE WORLD WIDE INC COM COM 978097103 9,788 425,000 SH   SOLE 0 0 0 425,000
ABBVIE INC COM COM 00287Y109 42,247 669,841 SH   SOLE 0 0 0 669,841
ACTIVISION BLIZZARD INC COM ADR 00507V109 48,821 1,102,051 SH   SOLE 0 0 0 1,102,051
ACUITY BRANDS INC COM COM 00508Y102 2,090 7,900 SH   SOLE 0 0 0 7,900
ADOBE SYS INC COM COM 00724F101 15,196 140,000 SH   SOLE 0 0 0 140,000
AETNA INC NEW COM COM 00817Y108 26,984 233,732 SH   SOLE 0 0 0 233,732
ALIBABA GROUP HLDG LTD SPONSORED COM 01609W102 59,798 565,250 SH   SOLE 0 0 0 565,250
ALPHABET INC CAP STK CL C COM 02079K107 33,975 43,709 SH   SOLE 0 0 0 43,709
ALPHABET INC CAP STK CL A COM 02079K305 39,399 49,000 SH   SOLE 0 0 0 49,000
AMPLIFY SNACK BRANDS COM COM 03211L102 4,860 300,000 SH   SOLE 0 0 0 300,000
ANSYS INC COM COM 03662Q105 26,838 289,800 SH   SOLE 0 0 0 289,800
ARRAY BIOPHARMA INC COM COM 04269X105 878 130,000 SH   SOLE 0 0 0 130,000
AVANGRID INC COM COM 05351W103 506 12,100 SH   SOLE 0 0 0 12,100
BIOMARIN PHARMACEUTICAL INC COM COM 09061G101 1,527 16,500 SH   SOLE 0 0 0 16,500
BIOGEN INC COM COM 09062X103 2,661 8,500 SH   SOLE 0 0 0 8,500
CARDINAL HEALTH INC COM COM 14149Y108 3,098 39,875 SH   SOLE 0 0 0 39,875
CEMPRA INC COM COM 15130J109 5,566 230,000 SH   SOLE 0 0 0 230,000
CENTENE CORP DEL COM COM 15135B101 21,092 315,000 SH   SOLE 0 0 0 315,000
CINEMARK HOLDINGS INC COM COM 17243V102 10,527 275,000 SH   SOLE 0 0 0 275,000
CISCO SYS INC COM COM 17275R102 18,398 580,000 SH   SOLE 0 0 0 580,000
COHERUS BIOSCIENCES INC COM COM 19249H103 1,205 45,000 SH   SOLE 0 0 0 45,000
COMCAST CORP NEW CL A COM 20030N101 25,674 387,000 SH   SOLE 0 0 0 387,000
COVANTA HLDG CORP COM COM 22282E102 693 45,000 SH   SOLE 0 0 0 45,000
DELL TECHNOLOGIES INC COM CL V A COM 24703L103 1,811 37,896 SH   SOLE 0 0 0 37,896
DREW INDS INC COM NEW COM 26168L205 22,545 230,000 SH   SOLE 0 0 0 230,000
EAST WEST BANCORP INC COM COM 27579R104 59,834 1,629,900 SH   SOLE 0 0 0 1,629,900
EDWARDS LIFESCIENCES CORP COM COM 28176E108 3,436 28,500 SH   SOLE 0 0 0 28,500
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 32,178 1,423,820 SH   SOLE 0 0 0 1,423,820
ENVISION HEALTHCARE HLDGS IN COM COM 29413U103 13,362 600,000 SH   SOLE 0 0 0 600,000
EXELIXIS INC COM COM 30161Q104 4,668 365,000 SH   SOLE 0 0 0 365,000
EXPEDIA INC DEL COM NEW COM 30212P303 7,003 60,000 SH   SOLE 0 0 0 60,000
EXPONENT INC COM COM 30214U102 10,212 200,000 SH   SOLE 0 0 0 200,000
FACEBOOK INC CL A ADR 30303M102 61,570 480,000 SH   SOLE 0 0 0 480,000
FIBROGEN INC COM COM 31572Q808 4,119 199,000 SH   SOLE 0 0 0 199,000
FIREEYE INC COM COM 31816Q101 2,210 150,000 SH   SOLE 0 0 0 150,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 53,206 690,000 SH   SOLE 0 0 0 690,000
GENTHERM INC COM COM 37253A103 6,488 206,500 SH   SOLE 0 0 0 206,500
GRAND CANYON ED INC COM COM 38526M106 50,488 1,250,000 SH   SOLE 0 0 0 1,250,000
GRUPO AEROPORTUARIO DEL SURE SPO ADR 40051E202 48,950 334,309 SH   SOLE 0 0 0 334,309
HDFC BANK LTD ADR REPS 3 SHS ADR 40415F101 3,235 45,000 SH   SOLE 0 0 0 45,000
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 257 11,000 SH   SOLE 0 0 0 11,000
IAC INTERACTIVECORP COM COM 44919P508 42,917 687,000 SH   SOLE 0 0 0 687,000
IPG PHOTONICS CORP COM COM 44980X109 21,526 261,400 SH   SOLE 0 0 0 261,400
ICICI BK LTD ADR ADR 45104G104 12,139 1,625,000 SH   SOLE 0 0 0 1,625,000
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 13,468 50,000 SH   SOLE 0 0 0 50,000
JINKOSOLAR HLDG CO LTD SPONSORED COM 47759T100 989 62,600 SH   SOLE 0 0 0 62,600
KADANT INC COM COM 48282T104 14,591 280,000 SH   SOLE 0 0 0 280,000
MASTERCARD INCORPORATED CL A COM 57636Q104 68,206 670,200 SH   SOLE 0 0 0 670,200
MEDNAX INC COM COM 58502B106 39,684 599,000 SH   SOLE 0 0 0 599,000
MERCK & CO INC COM COM 58933Y105 687 11,000 SH   SOLE 0 0 0 11,000
MONSANTO CO NEW COM COM 61166W101 3,577 35,000 SH   SOLE 0 0 0 35,000
NETEASE INC SPONSORED ADR ADR 64110W102 139,561 579,619 SH   SOLE 0 0 0 579,619
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 5,064 100,000 SH   SOLE 0 0 0 100,000
NEXTERA ENERGY INC COM COM 65339F101 2,065 16,880 SH   SOLE 0 0 0 16,880
NVIDIA CORP COM COM 67066G104 5,482 80,000 SH   SOLE 0 0 0 80,000
PRA GROUP INC COM COM 69354N106 30,955 896,200 SH   SOLE 0 0 0 896,200
PAYPAL HLDGS INC COM COM 70450Y103 23,386 570,800 SH   SOLE 0 0 0 570,800
POOL CORPORATION COM COM 73278L105 32,137 340,000 SH   SOLE 0 0 0 340,000
PRAXAIR INC COM COM 74005P104 483 4,000 SH   SOLE 0 0 0 4,000
QUANTA SVCS INC COM COM 74762E102 588 21,000 SH   SOLE 0 0 0 21,000
SENSIENT TECHNOLOGIES CORP COM COM 81725T100 101,852 1,343,700 SH   SOLE 0 0 0 1,343,700
SOLARCITY CORP COM COM 83416T100 583 29,800 SH   SOLE 0 0 0 29,800
SOLAREDGE TECHNOLOGIES INC COM ADR 83417M104 276 16,000 SH   SOLE 0 0 0 16,000
SOUTHSIDE BANCSHARES INC COM COM 84470P109 13,194 410,000 SH   SOLE 0 0 0 410,000
SUNRUN INC COM COM 86771W105 876 139,000 SH   SOLE 0 0 0 139,000
SYNCHRONY FINL COM COM 87165B103 8,400 300,000 SH   SOLE 0 0 0 300,000
TD AMERITRADE HLDG CORP COM COM 87236Y108 6,343 180,000 SH   SOLE 0 0 0 180,000
TESLA MTRS INC COM COM 88160R101 1,020 5,000 SH   SOLE 0 0 0 5,000
ULTRAGENYX PHARMACEUTICAL IN COM COM 90400D108 568 8,000 SH   SOLE 0 0 0 8,000
UNITEDHEALTH GROUP INC COM COM 91324P102 14,910 106,500 SH   SOLE 0 0 0 106,500
UNIVERSAL DISPLAY CORP COM COM 91347P105 960 17,300 SH   SOLE 0 0 0 17,300
VAIL RESORTS INC COM COM 91879Q109 22,481 143,300 SH   SOLE 0 0 0 143,300
VITAE PHARMACEUTICALS INC COM COM 92847N103 3,201 153,000 SH   SOLE 0 0 0 153,000
WESTROCK CO COM COM 96145D105 8,242 170,000 SH   SOLE 0 0 0 170,000
XYLEM INC COM COM 98419M100 15,735 300,000 SH   SOLE 0 0 0 300,000
YY INC ADS REPCOM CLA ADR 98426T106 533 10,000 SH   SOLE 0 0 0 10,000
ZELTIQ AESTHETICS INC COM COM 98933Q108 14,476 369,100 SH   SOLE 0 0 0 369,100
ALLEGION PUB LTD CO ORD SHS COM G0176J109 36,660 532,000 SH   SOLE 0 0 0 532,000
ALLERGAN PLC SHS COM G0177J108 31,033 134,744 SH   SOLE 0 0 0 134,744
AMBARELLA INC SHS COM G037AX101 12,293 167,000 SH   SOLE 0 0 0 167,000
DELPHI AUTOMOTIVE PLC SHS COM G27823106 30,311 425,000 SH   SOLE 0 0 0 425,000
HOLLYSYS AUTOMATION TECHNOLO SHS COM G45667105 33,643 1,517,512 SH   SOLE 0 0 0 1,517,512
LUXOFT HLDG INC ORD SHS CL A COM G57279104 19,977 378,000 SH   SOLE 0 0 0 378,000
NIELSEN HLDGS PLC SHS EUR COM G6518L108 44,677 834,000 SH   SOLE 0 0 0 834,000
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 33,830 435,900 SH   SOLE 0 0 0 435,900
YANDEX N V SHS CLASS A COM N97284108 3,978 189,000 SH   SOLE 0 0 0 189,000
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 17,988 240,000 SH   SOLE 0 0 0 240,000