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 127,479 4,552,824 SH   SOLE 4,378,324 0 174,500
ACADIA PHARMACEUTICALS INC COM 004225108 1,104 38,300 SH   SOLE 38,300 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,373 62,700 SH   SOLE 62,700 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 1,493 35,800 SH   SOLE 35,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 87,014 990,942 SH   SOLE 804,342 0 186,600
ALPHABET INC CAP STK CL A 02079K305 164,910 208,102 SH   SOLE 184,112 0 23,990
ALPHABET INC CAP STK CL C 02079K107 205,081 265,711 SH   SOLE 236,625 0 29,086
AMEC FOSTER WHEELER PLC SPONSORED ADR 00167X205 170 29,908 SH   SOLE 29,908 0 0
APPLE INC COM 037833100 3,266 28,200 SH   SOLE 28,200 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 2,048 164,700 SH   SOLE 164,700 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 353 14,000 SH   SOLE 14,000 0 0
BAIDU INC SPON ADR REP A 056752108 309,512 1,882,562 SH   SOLE 1,661,707 0 220,855
BARRICK GOLD CORP COM 067901108 10,104 632,295 SH   SOLE 632,295 0 0
BIOGEN INC COM 09062X103 1,134 4,000 SH   SOLE 4,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,144 13,820 SH   SOLE 13,820 0 0
CALLAWAY GOLF CO COM 131193104 18,012 1,643,500 SH   SOLE 1,643,500 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 193,612 3,719,022 SH   SOLE 3,274,202 0 444,820
CEMPRA INC COM 15130J109 141 50,400 SH   SOLE 50,400 0 0
CIENA CORP COM NEW 171779309 2,853 116,900 SH   SOLE 116,900 0 0
CIRRUS LOGIC INC COM 172755100 1,187 21,000 SH   SOLE 21,000 0 0
CISCO SYS INC COM 17275R102 220,091 7,282,986 SH   SOLE 6,294,978 0 988,008
COCA COLA CO COM 191216100 107,084 2,582,833 SH   SOLE 2,424,833 0 158,000
CONFORMIS INC COM 20717E101 1,474 182,056 SH   SOLE 182,056 0 0
DERMIRA INC COM 24983L104 885 29,200 SH   SOLE 29,200 0 0
EBAY INC COM 278642103 53,826 1,812,935 SH   SOLE 1,234,544 0 578,391
FACEBOOK INC CL A 30303M102 223 1,940 SH   SOLE 1,940 0 0
FMC TECHNOLOGIES INC COM 30249U101 167,662 4,718,900 SH   SOLE 4,225,100 0 493,800
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 15,242 200,000 SH   SOLE 200,000 0 0
FOUNDATION MEDICINE INC COM 350465100 2,030 114,700 SH   SOLE 114,700 0 0
GILEAD SCIENCES INC COM 375558103 95,408 1,332,330 SH   SOLE 1,332,330 0 0
GROUPON INC COM 399473107 1,351 407,000 SH   SOLE 407,000 0 0
ICON PLC SHS G4705A100 1,767 23,500 SH   SOLE 23,500 0 0
IHS MARKIT LTD SHS G47567105 19,309 545,300 SH   SOLE 545,300 0 0
INCYTE CORP COM 45337C102 2,051 20,464 SH   SOLE 20,464 0 0
INFINERA CORPORATION COM 45667G103 2,800 329,800 SH   SOLE 329,800 0 0
INFINITY PHARMACEUTICALS INC COM 45665G303 672 498,232 SH   SOLE 498,232 0 0
INTEL CORP COM 458140100 134,792 3,716,351 SH   SOLE 3,195,051 0 521,300
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,836 120,100 SH   SOLE 120,100 0 0
JD COM INC SPON ADR CL A 47215P106 37,032 1,455,692 SH   SOLE 1,455,692 0 0
JOHNSON & JOHNSON COM 478160104 61,118 530,500 SH   SOLE 530,500 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 197,690 3,507,638 SH   SOLE 3,237,938 0 269,700
LIVANOVA PLC SHS G5509L101 1,330 29,582 SH   SOLE 29,582 0 0
MERCK & CO INC COM 58933Y105 1,106 18,800 SH   SOLE 18,800 0 0
MERUS N V COM N5749R100 2,354 111,519 SH   SOLE 111,519 0 0
MGIC INVT CORP WIS COM 552848103 2,799 274,700 SH   SOLE 274,700 0 0
MICRON TECHNOLOGY INC COM 595112103 2,623 119,700 SH   SOLE 119,700 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 1,656 74,300 SH   SOLE 74,300 0 0
NEWMONT MINING CORP COM 651639106 3,441 101,000 SH   SOLE 101,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 125,567 2,993,264 SH   SOLE 2,658,971 0 334,293
NXP SEMICONDUCTORS N V COM N6596X109 931 9,500 SH   SOLE 9,500 0 0
ORACLE CORP COM 68389X105 169,583 4,410,500 SH   SOLE 3,712,972 0 697,528
PAYPAL HLDGS INC COM 70450Y103 150,778 3,820,068 SH   SOLE 3,039,468 0 780,600
PERKINELMER INC COM 714046109 2,544 48,800 SH   SOLE 48,800 0 0
PFIZER INC COM 717081103 1,546 47,610 SH   SOLE 47,610 0 0
PROTHENA CORP PLC SHS G72800108 2,046 41,600 SH   SOLE 41,600 0 0
QIAGEN NV REG SHS N72482107 41,233 1,471,580 SH   SOLE 1,471,580 0 0
QIWI PLC SPON ADR REP B 74735M108 46,442 3,636,817 SH   SOLE 3,121,977 0 514,840
SCHLUMBERGER LTD COM 806857108 69,636 829,500 SH   SOLE 643,500 0 186,000
SEATTLE GENETICS INC COM 812578102 1,688 32,000 SH   SOLE 32,000 0 0
SINA CORP ORD G81477104 138,601 2,280,002 SH   SOLE 2,139,015 0 140,987
SKYWORKS SOLUTIONS INC COM 83088M102 92,090 1,233,460 SH   SOLE 1,016,460 0 217,000
STILLWATER MNG CO COM 86074Q102 5,832 362,065 SH   SOLE 250,920 0 111,145
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,254 62,200 SH   SOLE 62,200 0 0
TIFFANY & CO NEW COM 886547108 22,919 296,000 SH   SOLE 296,000 0 0
TIME WARNER INC COM NEW 887317303 716 7,421 SH   SOLE 7,421 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 27,738 2,982,661 SH   SOLE 2,982,661 0 0
UNITED TECHNOLOGIES CORP COM 913017109 876 8,000 SH   SOLE 8,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 66,063 3,157,900 SH   SOLE 3,157,900 0 0
VEECO INSTRS INC DEL COM 922417100 728 25,000 SH   SOLE 25,000 0 0
VERISIGN INC COM 92343E102 425 5,600 SH   SOLE 5,600 0 0
WYNN RESORTS LTD COM 983134107 148,168 1,712,730 SH   SOLE 1,457,211 0 255,519
YANDEX N V SHS CLASS A N97284108 5,598 278,100 SH   SOLE 278,100 0 0