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
ALLEGION PUB LTD CO ORD SHS COM G0176J109 53,539 660,000 SH   SOLE 0 0 0 660,000
AMBARELLA INC SHS COM G037AX101 3,884 80,000 SH   SOLE 0 0 0 80,000
ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 866 7,000 SH   SOLE 0 0 0 7,000
CREDICORP LTD COM COM G2519Y108 13,185 73,500 SH   SOLE 0 0 0 73,500
DELPHI AUTOMOTIVE PLC SHS COM G27823106 7,012 80,000 SH   SOLE 0 0 0 80,000
LUXOFT HLDG INC ORD SHS CL A COM G57279104 21,237 349,000 SH   SOLE 0 0 0 349,000
NIELSEN HLDGS PLC SHS EUR COM G6518L108 3,866 100,000 SH   SOLE 0 0 0 100,000
PROTHENA CORP PLC SHS COM G72800108 1,353 25,000 SH   SOLE 0 0 0 25,000
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 65,001 595,900 SH   SOLE 0 0 0 595,900
MELLANOX TECHNOLOGIES LTD SHS COM M51363113 14,895 344,000 SH   SOLE 0 0 0 344,000
YANDEX N V SHS CLASS A COM N97284108 11,336 432,000 SH   SOLE 0 0 0 432,000
AZURE PWR GLOBAL LTD SHS COM V0393H103 1,762 105,014 SH   SOLE 0 0 0 105,014
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 62,370 571,000 SH   SOLE 0 0 0 571,000
ABBVIE INC COM COM 00287Y109 54,298 748,841 SH   SOLE 0 0 0 748,841
ABIOMED INC COM COM 003654100 1,146 8,000 SH   SOLE 0 0 0 8,000
ACADIA PHARMACEUTICALS INC COM COM 004225108 4,937 177,000 SH   SOLE 0 0 0 177,000
ACTIVISION BLIZZARD INC COM COM 00507V109 39,954 694,000 SH   SOLE 0 0 0 694,000
ACUITY BRANDS INC COM COM 00508Y102 8,927 43,916 SH   SOLE 0 0 0 43,916
ADOBE SYS INC COM COM 00724F101 16,973 120,000 SH   SOLE 0 0 0 120,000
AERIE PHARMACEUTICALS INC COM COM 00771V108 6,832 130,000 SH   SOLE 0 0 0 130,000
AETNA INC NEW COM COM 00817Y108 5,729 37,732 SH   SOLE 0 0 0 37,732
AFFILIATED MANAGERS GROUP COM COM 008252108 8,293 50,000 SH   SOLE 0 0 0 50,000
AGIOS PHARMACEUTICALS INC COM COM 00847X104 5,274 102,500 SH   SOLE 0 0 0 102,500
ALBEMARLE CORP COM COM 012653101 29,391 278,486 SH   SOLE 0 0 0 278,486
ALEXION PHARMACEUTICALS INC COM COM 015351109 5,402 44,400 SH   SOLE 0 0 0 44,400
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 173,272 1,229,750 SH   SOLE 0 0 0 1,229,750
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 23,615 92,000 SH   SOLE 0 0 0 92,000
ALPHABET INC CAP STK CL C COM 02079K107 39,720 43,709 SH   SOLE 0 0 0 43,709
ALPHABET INC CAP STK CL A COM 02079K305 38,117 41,000 SH   SOLE 0 0 0 41,000
AMAZON COM INC COM COM 023135106 33,880 35,000 SH   SOLE 0 0 0 35,000
AMERICAN EXPRESS CO COM COM 025816109 12,636 150,000 SH   SOLE 0 0 0 150,000
AMGEN INC COM COM 031162100 3,985 23,140 SH   SOLE 0 0 0 23,140
AMPLIFY SNACK BRANDS COM COM 03211L102 6,266 650,000 SH   SOLE 0 0 0 650,000
ANSYS INC COM COM 03662Q105 26,745 219,800 SH   SOLE 0 0 0 219,800
APPLE INC COM COM 037833100 87,967 610,800 SH   SOLE 0 0 0 610,800
ARRAY BIOPHARMA INC COM COM 04269X105 4,018 480,000 SH   SOLE 0 0 0 480,000
ASHLAND GLOBAL HLDGS INC COM COM 044186104 3,296 50,000 SH   SOLE 0 0 0 50,000
AUTOHOME INC SP ADR RP CL A ADR 05278C107 9,253 204,000 SH   SOLE 0 0 0 204,000
AUTOMATIC DATA PROCESSING IN COM COM 053015103 13,653 133,250 SH   SOLE 0 0 0 133,250
BAIDU INC SPON ADR REP A ADR 056752108 29,747 166,315 SH   SOLE 0 0 0 166,315
BALL CORP COM COM 058498106 31,658 750,000 SH   SOLE 0 0 0 750,000
BANK OF THE OZARKS INC COM COM 063904106 11,718 250,000 SH   SOLE 0 0 0 250,000
BAXTER INTL INC COM COM 071813109 6,296 104,000 SH   SOLE 0 0 0 104,000
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 70,971 919,200 SH   SOLE 0 0 0 919,200
BRISTOL MYERS SQUIBB CO COM COM 110122108 4,767 85,560 SH   SOLE 0 0 0 85,560
CBS CORP NEW CL B COM 124857202 10,843 170,000 SH   SOLE 0 0 0 170,000
CAPELLA EDUCATION COMPANY COM COM 139594105 11,642 136,000 SH   SOLE 0 0 0 136,000
CASCADIAN THERAPEUTICS INC COM NEW COM 14740B606 312 84,000 SH   SOLE 0 0 0 84,000
CAVCO INDS INC DEL COM COM 149568107 8,427 65,000 SH   SOLE 0 0 0 65,000
CELGENE CORP COM COM 151020104 63,175 486,449 SH   SOLE 0 0 0 486,449
CENTENE CORP DEL COM COM 15135B101 11,023 138,000 SH   SOLE 0 0 0 138,000
CHINA LODGING GROUP LTD SPONSORED ADR ADR 16949N109 484 6,000 SH   SOLE 0 0 0 6,000
CHURCH & DWIGHT INC COM COM 171340102 12,674 244,300 SH   SOLE 0 0 0 244,300
CINEMARK HOLDINGS INC COM COM 17243V102 10,878 280,000 SH   SOLE 0 0 0 280,000
CISCO SYS INC COM COM 17275R102 14,711 470,000 SH   SOLE 0 0 0 470,000
COGNEX CORP COM COM 192422103 24,621 290,000 SH   SOLE 0 0 0 290,000
COHERUS BIOSCIENCES INC COM COM 19249H103 789 55,000 SH   SOLE 0 0 0 55,000
COMCAST CORP NEW CL A COM 20030N101 22,301 573,000 SH   SOLE 0 0 0 573,000
COOPER COS INC COM NEW COM 216648402 69,791 291,500 SH   SOLE 0 0 0 291,500
CTRIP COM INTL LTD AMERICAN DEP SHS COM 22943F100 431 8,000 SH   SOLE 0 0 0 8,000
DEXCOM INC COM COM 252131107 1,573 21,500 SH   SOLE 0 0 0 21,500
DISNEY WALT CO COM DISNEY COM 254687106 42,925 404,000 SH   SOLE 0 0 0 404,000
DOW CHEM CO COM COM 260543103 9,145 145,000 SH   SOLE 0 0 0 145,000
EAST WEST BANCORP INC COM COM 27579R104 122,702 2,094,611 SH   SOLE 0 0 0 2,094,611
EATON VANCE CORP COM NON VTG COM 278265103 17,982 380,000 SH   SOLE 0 0 0 380,000
ECOLAB INC COM COM 278865100 9,292 70,000 SH   SOLE 0 0 0 70,000
ELECTRONIC ARTS INC COM COM 285512109 5,815 55,000 SH   SOLE 0 0 0 55,000
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 36,735 1,446,266 SH   SOLE 0 0 0 1,446,266
EVOLENT HEALTH INC CL A COM 30050B101 6,211 245,000 SH   SOLE 0 0 0 245,000
EXACT SCIENCES CORP COM COM 30063P105 6,013 170,000 SH   SOLE 0 0 0 170,000
EXELIXIS INC COM COM 30161Q104 8,596 349,000 SH   SOLE 0 0 0 349,000
EXPEDIA INC DEL COM NEW COM 30212P303 5,958 40,000 SH   SOLE 0 0 0 40,000
FACEBOOK INC CL A COM 30303M102 73,225 485,000 SH   SOLE 0 0 0 485,000
FAIR ISAAC CORP COM COM 303250104 30,768 220,700 SH   SOLE 0 0 0 220,700
FEDEX CORP COM COM 31428X106 435 2,000 SH   SOLE 0 0 0 2,000
FIBROGEN INC COM COM 31572Q808 7,720 239,000 SH   SOLE 0 0 0 239,000
51JOB INC SP ADR REP COM ADR 316827104 17,579 393,000 SH   SOLE 0 0 0 393,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 75,209 751,336 SH   SOLE 0 0 0 751,336
FIRST SOLAR INC COM COM 336433107 3,217 80,679 SH   SOLE 0 0 0 80,679
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS ADR 344419106 6,079 61,820 SH   SOLE 0 0 0 61,820
GILEAD SCIENCES INC COM COM 375558103 6,361 89,870 SH   SOLE 0 0 0 89,870
GLAUKOS CORP COM COM 377322102 5,847 141,000 SH   SOLE 0 0 0 141,000
GLOBAL WTR RES INC COM COM 379463102 773 78,110 SH   SOLE 0 0 0 78,110
GRAND CANYON ED INC COM COM 38526M106 83,020 1,058,790 SH   SOLE 0 0 0 1,058,790
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B ADR 399909100 4,029 94,500 SH   SOLE 0 0 0 94,500
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B ADR 40051E202 72,390 344,059 SH   SOLE 0 0 0 344,059
HDFC BANK LTD ADR REPS 3 SHS ADR 40415F101 3,914 45,000 SH   SOLE 0 0 0 45,000
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 5,378 235,165 SH   SOLE 0 0 0 235,165
HOME DEPOT INC COM COM 437076102 51,561 336,124 SH   SOLE 0 0 0 336,124
HORMEL FOODS CORP COM COM 440452100 27,288 800,000 SH   SOLE 0 0 0 800,000
IAC INTERACTIVECORP COM COM 44919P508 51,310 497,000 SH   SOLE 0 0 0 497,000
IPG PHOTONICS CORP COM COM 44980X109 65,591 452,042 SH   SOLE 0 0 0 452,042
IGNYTA INC COM COM 451731103 724 70,000 SH   SOLE 0 0 0 70,000
IMAX CORP COM COM 45245E109 6,600 300,000 SH   SOLE 0 0 0 300,000
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 13,514 205,000 SH   SOLE 0 0 0 205,000
INTUIT COM COM 461202103 18,879 142,150 SH   SOLE 0 0 0 142,150
ITAU UNIBANCO HLDG SA SPON ADR REP PFD ADR 465562106 5,250 475,142 SH   SOLE 0 0 0 475,142
JD COM INC SPON ADR CL A ADR 47215P106 8,236 210,000 SH   SOLE 0 0 0 210,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 2,403 115,543 SH   SOLE 0 0 0 115,543
JOHNSON & JOHNSON COM COM 478160104 85,095 643,246 SH   SOLE 0 0 0 643,246
KADANT INC COM COM 48282T104 25,944 345,000 SH   SOLE 0 0 0 345,000
LCI INDS COM COM 50189K103 28,672 280,000 SH   SOLE 0 0 0 280,000
LAS VEGAS SANDS CORP COM COM 517834107 9,711 152,000 SH   SOLE 0 0 0 152,000
LAUDER ESTEE COS INC CL A COM 518439104 8,753 91,200 SH   SOLE 0 0 0 91,200
LILLY ELI & CO COM COM 532457108 26,578 322,940 SH   SOLE 0 0 0 322,940
MASTERCARD INCORPORATED CL A COM 57636Q104 67,429 555,200 SH   SOLE 0 0 0 555,200
MAXIMUS INC COM COM 577933104 11,900 190,000 SH   SOLE 0 0 0 190,000
MEDNAX INC COM COM 58502B106 12,074 200,000 SH   SOLE 0 0 0 200,000
MELCO RESORT ENTERTAINMENT L ADR ADR 585464100 2,806 125,000 SH   SOLE 0 0 0 125,000
MERCK & CO INC COM COM 58933Y105 6,089 95,000 SH   SOLE 0 0 0 95,000
MICROSOFT CORP COM COM 594918104 21,368 310,000 SH   SOLE 0 0 0 310,000
MICROCHIP TECHNOLOGY INC COM COM 595017104 5,897 76,400 SH   SOLE 0 0 0 76,400
MIDDLEBY CORP COM COM 596278101 53,586 441,000 SH   SOLE 0 0 0 441,000
MOMO INC ADR ADR 60879B107 8,870 240,000 SH   SOLE 0 0 0 240,000
MONSANTO CO NEW COM COM 61166W101 5,326 45,000 SH   SOLE 0 0 0 45,000
NASDAQ INC COM COM 631103108 43,266 605,200 SH   SOLE 0 0 0 605,200
NETEASE INC SPONSORED ADR ADR 64110W102 140,310 466,719 SH   SOLE 0 0 0 466,719
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 6,808 148,000 SH   SOLE 0 0 0 148,000
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 15,367 218,000 SH   SOLE 0 0 0 218,000
NIKE INC CL B COM 654106103 16,862 285,800 SH   SOLE 0 0 0 285,800
NUANCE COMMUNICATIONS INC COM COM 67020Y100 17,410 1,000,000 SH   SOLE 0 0 0 1,000,000
NVIDIA CORP COM COM 67066G104 27,466 190,000 SH   SOLE 0 0 0 190,000
OBALON THERAPEUTICS INC COM COM 67424L100 595 60,000 SH   SOLE 0 0 0 60,000
ORMAT TECHNOLOGIES INC COM COM 686688102 5,188 88,406 SH   SOLE 0 0 0 88,406
PAYPAL HLDGS INC COM COM 70450Y103 35,626 663,800 SH   SOLE 0 0 0 663,800
PFIZER INC COM COM 717081103 6,101 181,630 SH   SOLE 0 0 0 181,630
POOL CORPORATION COM COM 73278L105 45,264 385,000 SH   SOLE 0 0 0 385,000
PRAXAIR INC COM COM 74005P104 1,879 14,173 SH   SOLE 0 0 0 14,173
PRICELINE GRP INC COM NEW COM 741503403 42,573 22,760 SH   SOLE 0 0 0 22,760
PROGRESSIVE CORP OHIO COM COM 743315103 38,738 878,617 SH   SOLE 0 0 0 878,617
PROOFPOINT INC COM COM 743424103 7,381 85,000 SH   SOLE 0 0 0 85,000
PROSPERITY BANCSHARES INC COM COM 743606105 19,914 310,000 SH   SOLE 0 0 0 310,000
PROTO LABS INC COM COM 743713109 31,341 466,036 SH   SOLE 0 0 0 466,036
ROCKWELL AUTOMATION INC COM COM 773903109 17,103 105,600 SH   SOLE 0 0 0 105,600
ROLLINS INC COM COM 775711104 22,390 550,000 SH   SOLE 0 0 0 550,000
SAGE THERAPEUTICS INC COM COM 78667J108 1,115 14,000 SH   SOLE 0 0 0 14,000
SCHWAB CHARLES CORP NEW COM COM 808513105 430 10,000 SH   SOLE 0 0 0 10,000
SCOTTS MIRACLE GRO CO CL A COM 810186106 54,571 610,000 SH   SOLE 0 0 0 610,000
SENSIENT TECHNOLOGIES CORP COM COM 81725T100 80,828 1,003,700 SH   SOLE 0 0 0 1,003,700
SERVICE CORP INTL COM COM 817565104 67,770 2,026,000 SH   SOLE 0 0 0 2,026,000
SIGNATURE BK NEW YORK N Y COM COM 82669G104 77,164 537,613 SH   SOLE 0 0 0 537,613
SMITH A O COM COM 831865209 28,831 511,817 SH   SOLE 0 0 0 511,817
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 3,614 180,697 SH   SOLE 0 0 0 180,697
SOUTHSIDE BANCSHARES INC COM COM 84470P109 14,299 409,250 SH   SOLE 0 0 0 409,250
STARBUCKS CORP COM COM 855244109 14,869 255,000 SH   SOLE 0 0 0 255,000
STERICYCLE INC COM COM 858912108 1,908 25,000 SH   SOLE 0 0 0 25,000
SUNRUN INC COM COM 86771W105 4,769 669,778 SH   SOLE 0 0 0 669,778
SYNCHRONY FINL COM COM 87165B103 13,419 450,000 SH   SOLE 0 0 0 450,000
TD AMERITRADE HLDG CORP COM COM 87236Y108 9,458 220,000 SH   SOLE 0 0 0 220,000
TJX COS INC NEW COM COM 872540109 11,302 156,600 SH   SOLE 0 0 0 156,600
TPI COMPOSITES INC COM COM 87266J104 12,274 664,172 SH   SOLE 0 0 0 664,172
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR ADR 874039100 37,407 1,070,000 SH   SOLE 0 0 0 1,070,000
TAL ED GROUP ADS REPSTG COM COM 874080104 7,339 60,000 SH   SOLE 0 0 0 60,000
TATA MTRS LTD SPONSORED ADR ADR 876568502 1,320 40,000 SH   SOLE 0 0 0 40,000
TESLA INC COM COM 88160R101 4,463 12,343 SH   SOLE 0 0 0 12,343
THERMO FISHER SCIENTIFIC INC COM COM 883556102 20,669 118,465 SH   SOLE 0 0 0 118,465
TIME WARNER INC COM NEW COM 887317303 14,057 140,000 SH   SOLE 0 0 0 140,000
TRUPANION INC COM COM 898202106 11,861 530,000 SH   SOLE 0 0 0 530,000
UNITEDHEALTH GROUP INC COM COM 91324P102 107,599 580,300 SH   SOLE 0 0 0 580,300
UNIVERSAL DISPLAY CORP COM COM 91347P105 4,757 43,540 SH   SOLE 0 0 0 43,540
VAIL RESORTS INC COM COM 91879Q109 25,151 124,000 SH   SOLE 0 0 0 124,000
VIPSHOP HLDGS LTD SPONSORED ADR ADR 92763W103 1,372 130,000 SH   SOLE 0 0 0 130,000
VISTEON CORP COM NEW COM 92839U206 10,206 100,000 SH   SOLE 0 0 0 100,000
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 9,789 125,000 SH   SOLE 0 0 0 125,000
WATSCO INC COM COM 942622200 26,985 175,000 SH   SOLE 0 0 0 175,000
WEIBO CORP SPONSORED ADR ADR 948596101 931 14,000 SH   SOLE 0 0 0 14,000
WESTROCK CO COM COM 96145D105 11,049 195,000 SH   SOLE 0 0 0 195,000
WYNN RESORTS LTD COM COM 983134107 11,132 83,000 SH   SOLE 0 0 0 83,000
XYLEM INC COM COM 98419M100 34,699 626,000 SH   SOLE 0 0 0 626,000